@ansonlai/docx-redline-js 0.5.3 → 0.6.0

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Files changed (59) hide show
  1. package/AGENTS.md +82 -667
  2. package/ARCHITECTURE.md +51 -4
  3. package/CHANGELOG.md +11 -0
  4. package/README.md +176 -39
  5. package/core/paragraph-revision-safety.js +10 -8
  6. package/core/paragraph-targeting.js +14 -2
  7. package/core/redline-validation.js +7 -4
  8. package/core/revision-cloning.js +21 -0
  9. package/core/validation-delta.js +23 -0
  10. package/dist/docx-redline-js.esm.js +275 -45
  11. package/dist/docx-redline-js.esm.js.map +3 -3
  12. package/dist/docx-redline-js.esm.min.js +82 -82
  13. package/dist/docx-redline-js.esm.min.js.map +4 -4
  14. package/docs/AGENT_FAST_START.md +59 -0
  15. package/docs/AGENT_KNOWLEDGE_BASE.md +868 -0
  16. package/docs/TESTING.md +20 -1
  17. package/docs/schemas/document-operations.schema.json +16 -2
  18. package/docs/validation-reports/2026-09-12-agent-protocol-rollout.md +82 -0
  19. package/engine/oxml-engine.js +80 -13
  20. package/engine/run-builders.js +5 -15
  21. package/engine/surgical-mode.js +148 -3
  22. package/engine/surgical-run-splitting.js +19 -7
  23. package/engine/surgical-spans.js +2 -1
  24. package/index.d.ts +17 -1
  25. package/node/cli.js +235 -36
  26. package/node/docx-document.js +137 -83
  27. package/node/index.d.ts +6 -2
  28. package/package.json +10 -3
  29. package/pipeline/diff-engine.js +15 -0
  30. package/scripts/generate-cross-author-slicing-fixtures.ps1 +25 -25
  31. package/services/batch-operation-orchestrator.js +215 -120
  32. package/services/document-inspection.js +5 -3
  33. package/services/document-operation-applier.js +99 -36
  34. package/services/document-operation-contract.js +50 -6
  35. package/services/document-operation-mutations.js +404 -41
  36. package/services/document-operation-session.js +4 -0
  37. package/services/error-recovery.js +174 -0
  38. package/services/operation-batch-compiler.js +394 -0
  39. package/services/operation-preflight.js +91 -72
  40. package/services/standalone-operation-runner.d.ts +35 -1
  41. package/docs/plans/2026-09-05-structural-revisions-and-fidelity-oracles.md +0 -1669
  42. package/docs/plans/2026-09-08-cross-author-revision-slicing.md +0 -856
  43. package/docs/plans/completed/2026-03-01-release-0.1.4-design.md +0 -33
  44. package/docs/plans/completed/2026-03-01-release-0.1.4.md +0 -110
  45. package/docs/plans/completed/2026-05-31-architectural changes.md +0 -593
  46. package/docs/plans/completed/2026-08-02-reliability-improvements.md +0 -1155
  47. package/docs/plans/completed/2026-08-30-reliability-testing-improvements.md +0 -488
  48. package/docs/plans/completed/2026-09-01-performance-and-complexity-reduction.md +0 -669
  49. package/docs/plans/completed/2026-09-03-agent-friendly-document-workflows.md +0 -427
  50. package/docs/plans/completed/2026-09-04-comment-anchor-and-cli-reliability.md +0 -519
  51. package/docs/plans/completed/PERFORMANCE-CONSOLIDATION.md +0 -69
  52. package/docs/plans/completed/structural-revision-capability-matrix.md +0 -115
  53. package/docs/test-comparison-dashboard.html +0 -4338
  54. package/docs/validation-reports/2026-08-30-phase-1-word-visual-preflight.md +0 -22
  55. package/docs/validation-reports/2026-08-30-phase-2-word-visual-preflight.md +0 -24
  56. package/docs/validation-reports/2026-08-30-phase-3-coverage.md +0 -73
  57. package/docs/validation-reports/2026-09-02-multilevel-bullets-visual-review.md +0 -82
  58. package/docs/validation-reports/2026-09-02-multimodal-visual-samples.md +0 -114
  59. package/docs/validation-reports/2026-09-02-visual-failures-preflight.md +0 -79
@@ -0,0 +1,868 @@
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+ # Agent Knowledge Base
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+
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+ > Detailed reference for @ansonlai/docx-redline-js. All code and command paths
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+ > are relative to the repository root. Start with `../AGENTS.md` for repository
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+ > work or `AGENT_FAST_START.md` for ordinary document edits; open this file only
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+ > when the quick guide points here or the task needs deeper behavior.
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+
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+ ## Start Here: Repository Layout
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+
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+ This is one JavaScript package with three supported public surfaces. Choose the
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+ surface before following imports:
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+
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+ | Use case | Public entry point | Primary implementation |
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+ |---|---|---|
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+ | Paragraph, range, list, table, comment, and OOXML transforms in any DOM-capable runtime | `index.js` (`@ansonlai/docx-redline-js`) | `engine/`, `pipeline/`, `core/`, and focused `services/` |
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+ | Operations against complete `word/document.xml` strings | `services/standalone-operation-runner.js` (`@ansonlai/docx-redline-js/standalone-runner`) | `services/document-operation-*.js` and `services/batch-operation-orchestrator.js` |
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+ | Complete `.docx` buffers and the CLI in Node.js | `node/index.js` (`@ansonlai/docx-redline-js/node`) and `bin/docx-redline.js` | `node/docx-document.js`, `node/zip-archive.js`, and package-plumbing services |
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+
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+ The source tree is layered as follows:
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+
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+ ```text
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+ index.js root, host-independent public exports
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+ adapters/ injected XML, configuration, and logging adapters
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+ core/ shared OOXML primitives, text views, targeting, validation
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+ pipeline/ ingestion, diffing, markdown, lists, and serialization stages
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+ engine/ paragraph/range reconciliation and surgical/reconstruction modes
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+ orchestration/ route planning and structural list operation conversion
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+ services/ document operations, comments, receipts, package artifacts
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+ node/ Node-only ZIP and whole-DOCX facade; keep out of root imports
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+ bin/ CLI launcher; behavior belongs in node/ or services/
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+ tests/*.mjs directly runnable suites discovered by scripts/run-tests.mjs
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+ tests/helpers/ shared test utilities; not standalone suites
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+ tests/fixtures/ checked-in synthetic/golden inputs and expected outputs
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+ scripts/ build, fixture generation, benchmarks, and Word automation
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+ docs/ schemas, testing guidance, plans, and generated reports
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+ dist/ generated bundle; do not edit by hand
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+ ```
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+
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+ `AGENTS.md` is the committed repository-wide agent guide. `.agent/` is ignored
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+ local-only agent configuration and must not be treated as package source or as
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+ instructions that will exist in another clone or in CI.
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+
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+ ### Route Changes Without Exploring Everything
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+
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+ 1. Identify the public surface in the table above.
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+ 2. Read its entry point, then follow only the symbol being changed.
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+ 3. Start from the closest existing test named for the behavior. Do not scan all
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+ of `tests/` or unpack every fixture to understand one code path.
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+ 4. Use `rg` for symbols and filenames. Consult `ARCHITECTURE.md` for ownership
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+ and `docs/TESTING.md` for test-lane selection before inventing a new route,
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+ helper, test harness, or fixture generator.
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+ 5. Keep dependency direction inward: shared implementation modules must not
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+ import `index.js`, and host-independent code must not import `node/`.
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+ 6. Do not inspect `dist/`, a vendored CLI bundle, or an installed plugin bundle
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+ to discover public behavior. Use this file, `README.md`,
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+ `docs/schemas/document-operations.schema.json`, and the unbundled source.
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+
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+ ### Task-to-Module Shortcuts
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+
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+ | Task | Start here | Common focused tests |
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+ |---|---|---|
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+ | Basic text redline, formatting, or route choice | `engine/oxml-engine.js`, then the selected `engine/*-mode.js` | `tests/engine_reliability_tests.mjs`, `tests/formatting_tests.mjs` |
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+ | Run splitting or edits inside revisions | `engine/surgical-mode.js`, `engine/surgical-run-splitting.js`, `engine/surgical-diff-application.js` | `tests/revision_split_injection_tests.mjs`, `tests/cross_author_slicing_synthetic_tests.mjs` |
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+ | Accepted/rejected/current text or paragraph targeting | `core/paragraph-text.js`, `core/paragraph-targeting.js` | `tests/canonical_paragraph_text_tests.mjs`, `tests/revision_view_target_tests.mjs` |
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+ | Lists, numbering, or markdown structure | `pipeline/list-generation.js`, `pipeline/structured-content.js`, `services/numbering-helpers.js` | `tests/list_tests.mjs`, `tests/list_replacement_structure_tests.mjs`, `tests/structured_content_planner_tests.mjs` |
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+ | Tables | `engine/table-mode.js`, `core/table-targeting.js`, `services/table-reconciliation.js` | `tests/table_tests.mjs`, `tests/table_targeting_and_format_flags.mjs` |
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+ | Comments and replies | `services/comment-engine.js`, `services/comment-replies.js`, `services/comment-package.js` | `tests/comment_tests.mjs`, `tests/comment_reply_tests.mjs` |
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+ | Full-document operation scheduling or rollback | `services/document-operation-applier.js`, `services/batch-operation-orchestrator.js`, `services/document-operation-session.js` | `tests/standalone_operation_runner_tests.mjs`, `tests/performance_phase1_session_tests.mjs` |
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+ | DOCX ZIP wiring or CLI behavior | `node/docx-document.js`, `node/zip-archive.js`, `node/cli.js` | `tests/docx_package_facade_tests.mjs`, `tests/node_zip_archive_tests.mjs`, `tests/agent_cli_tests.mjs` |
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+ | Validation, receipts, and lifecycle oracles | `core/redline-validation.js`, `services/receipt-collector.js`, `services/revision-comment-management.js` | `tests/redline_validation_tests.mjs`, `tests/mutation_receipt_tests.mjs`, `tests/roundtrip_oracle_tests.mjs` |
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+
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+ Run one focused suite with `node tests/<name>.mjs`. Run `npm test` only when the
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+ change crosses several subsystems or before release-level handoff. The Word COM,
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+ visual, corpus, coverage, and fixture-export commands are separate lanes; use
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+ them only when `docs/TESTING.md` says that lane proves the behavior in question.
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+
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+ ## What This Package Does
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+
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+ Converts text/markdown edits into valid Office Open XML (OOXML) with Word-native tracked changes. Feed it original OOXML + desired text and it returns OOXML with `w:ins`/`w:del` revision markup.
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+
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+ ## Conceptual Model
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+
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+ ```
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+ Input: (paragraph OOXML, original text, modified text, options)
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+ |
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+ v
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+ Engine routes to: format-only | surgical | reconstruction | list | table mode
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+ |
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+ v
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+ Output: { oxml: string, hasChanges: boolean, status?: string, error?: object, warnings?: string[] }
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+ ```
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+
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+ The engine usually works at paragraph/range/table scope. For full-document
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+ operations, use the standalone operation runner so the result is safe to write
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+ back to `word/document.xml`.
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+
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+ ## Entry Point
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+
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+ ```js
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+ import { applyRedlineToOxml, configureXmlProvider } from '@ansonlai/docx-redline-js';
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+ ```
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+
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+ `index.js` is the primary host-independent entry point. Complete document XML
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+ and `.docx` package workflows use the standalone runner and Node facade listed
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+ in the repository-layout table above.
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+
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+ ## Required Setup (Node.js only)
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+
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+ ```js
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+ import { DOMParser, XMLSerializer } from '@xmldom/xmldom';
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+ configureXmlProvider({ DOMParser, XMLSerializer });
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+ ```
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+
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+ Browsers have native DOM APIs, so no provider injection is typically needed.
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+
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+ ## Key APIs by Use Case
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+
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+ ### Apply a text edit with tracked changes
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+
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+ ```js
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+ const result = await applyRedlineToOxml(oxml, originalText, modifiedText, {
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+ generateRedlines: true,
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+ author: 'Agent Name'
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+ });
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+ ```
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+
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+ `existingRevisions` defaults to `'merge-same-author'`. When a target paragraph
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+ contains tracked changes from the same author, prior revisions by that author are
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+ reverted to the pre-revision baseline and re-diffed to the new text, cleanly
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+ merging the edits without accumulating intermediate revisions or nesting markup.
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+ If the paragraph contains revisions from a different reviewer, the edit fails
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+ with `EXISTING_REVISIONS` to safeguard third-party marks. Pass
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+ `existingRevisions: 'slice-cross-author'` (or `--existing-revisions slice-cross-author`)
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+ to preserve the other reviewer's attribution while applying Word-native
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+ insertions and deletions inside their pending insertion. Pass
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+ `existingRevisions: 'accept-all-first'` (or `--existing-revisions accept-all-first`
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+ via CLI) to normalize all prior revisions first, or `'reject-input'` to refuse any
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+ paragraph with open revisions. Use `'accept-all-first-keep-normalized'` only when
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+ accepted revisions should be returned as a real change even on a no-op edit.
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+ Same-author merging also fails with `COMMENTED_CONTENT_MERGE` when the revised
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+ paragraph contains comment anchors, because reverting the prior revision could
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+ remove or orphan those comments. Resolve the comments before re-editing.
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+
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+ ### Apply a text edit without tracked changes (Direct Edits)
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+
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+ > [!IMPORTANT]
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+ > **Tracked redlines are not always the preferred method.** When finalizing execution copies of contracts, restructuring documents, correcting minor typos, or whenever the user specifically desires clean document text without tracked changes markup clutter, pass `generateRedlines: false` (or `--no-redlines` via CLI).
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+
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+ ```js
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+ const result = await applyRedlineToOxml(oxml, originalText, modifiedText, {
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+ generateRedlines: false
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+ });
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+ ```
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+
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+ ### Convert OOXML to readable text or markdown
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+
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+ ```js
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+ import { ingestWordOoxmlToPlainText, ingestWordOoxmlToMarkdown } from '@ansonlai/docx-redline-js';
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+ const plainText = ingestWordOoxmlToPlainText(documentXml);
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+ const markdown = ingestWordOoxmlToMarkdown(documentXml);
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+ ```
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+
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+ ### Add a comment to OOXML
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+
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+ ```js
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+ import { injectCommentsIntoOoxml } from '@ansonlai/docx-redline-js';
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+ const result = injectCommentsIntoOoxml(paragraphOoxml, [
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+ {
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+ paragraphIndex: 1,
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+ textToFind: 'force majeure',
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+ commentContent: 'Review this clause'
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+ }
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+ ], { author: 'Agent' });
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+ ```
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+
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+ `paragraphIndex` is 1-based within the supplied OOXML payload. The comment
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+ author belongs in the options object and applies to the injected comments.
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+
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+ ### Accept tracked changes from one user (or all users)
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+
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+ ```js
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+ import { acceptTrackedChangesInOoxml } from '@ansonlai/docx-redline-js';
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+ const acceptedMine = acceptTrackedChangesInOoxml(documentXml, { author: 'Agent' });
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+ const acceptedAll = acceptTrackedChangesInOoxml(documentXml, { allAuthors: true });
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+ ```
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+
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+ ### Reject tracked changes from one user (or all users)
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+
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+ ```js
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+ import { rejectTrackedChangesInOoxml } from '@ansonlai/docx-redline-js';
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+ const rejectedMine = rejectTrackedChangesInOoxml(documentXml, { author: 'Agent' });
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+ const rejectedAll = rejectTrackedChangesInOoxml(documentXml, { allAuthors: true });
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+ ```
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+
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+ Move revisions are consumed too: accept removes `w:moveFrom` and unwraps
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+ `w:moveTo`; reject unwraps `w:moveFrom` and removes `w:moveTo`.
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+
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+ ### Delete comments from one user (or all users)
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+
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+ ```js
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+ import { deleteCommentsByAuthorInOoxml } from '@ansonlai/docx-redline-js';
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+ const removedMine = deleteCommentsByAuthorInOoxml(packageOrDocumentOoxml, { author: 'Agent' });
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+ const removedAll = deleteCommentsByAuthorInOoxml(packageOrDocumentOoxml, { allAuthors: true });
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+ ```
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+
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+ ### Apply multiple operations to full document XML
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+
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+ ```js
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+ import {
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+ applyOperationToDocumentXml,
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+ applyOperationsToDocumentXml
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+ } from '@ansonlai/docx-redline-js/standalone-runner';
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+
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+ const result = await applyOperationsToDocumentXml(documentXml, operations, 'Agent', runtimeContext, options);
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+ ```
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+
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+ The operation runner uses these field names:
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+
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+ ```js
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+ const operations = [
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+ { type: 'redline', target: 'Old paragraph text', modified: 'New paragraph text', targetRef: 12 },
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+ { type: 'comment', target: 'Paragraph text', textToComment: 'anchor text', commentContent: 'Comment body', targetRef: 18 },
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+ { type: 'highlight', target: 'Paragraph text', textToHighlight: 'anchor text', color: 'yellow', targetRef: 24 }
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+ ];
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+ ```
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+
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+ To counterpropose text for a paragraph wholly deleted by another reviewer,
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+ use explicit restoration intent. A normal `redline` remains fail-closed with
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+ `FOREIGN_PARAGRAPH_MARK_DELETION`:
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+
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+ ```js
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+ const restoration = {
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+ type: 'restore',
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+ target: { paragraphId: '1A2B3C4D', exactText: 'Original deleted paragraph text.' },
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+ modified: 'Restored or adjusted paragraph text.',
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+ author: 'Editor'
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+ };
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+ ```
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+
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+ `restore` targets default to `revisionView: 'rejected'`, because that is where
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+ the deleted source text is visible. Inspection/extraction fingerprints are
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+ view-scoped and returned with a matching `revisionView`; copy the fingerprint,
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+ exact text, and view together. Set `revisionView: 'accepted'` explicitly only
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+ when intentionally using an accepted-view descriptor.
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+
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+ For a contiguous range, provide `targetEnd`/`targetEndRef` and one string per
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+ source paragraph in `modified`. Restoration always uses tracked changes,
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+ preserves the deleted source paragraph, and inserts the counterproposal after
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+ the complete deleted source block with a fresh paragraph ID. Unchanged
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+ pre-existing validation defects remain baseline diagnostics; a restore fails
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+ with `GENERATED_OOXML_INVALID` only when it introduces a new validation error.
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+
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+ To insert run-level text inside content visible only in the rejected view, use
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+ an explicit rejected-view `insert` operation:
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+
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+ ```js
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+ const insertion = {
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+ type: 'insert',
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+ target: { paragraphId: '1A2B3C4D', revisionView: 'rejected' },
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+ anchor: { exactText: 'must pay', occurrence: 1, offset: 5 },
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+ modified: '[clarification] ',
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+ author: 'Editor',
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+ existingRevisions: 'slice-cross-author'
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+ };
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+ ```
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+
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+ The anchor offset is relative to `anchor.exactText`. Repeated anchors require an
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+ explicit `occurrence`. The engine preserves the foreign deletion as sibling
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+ `w:del` carriers around a top-level `w:ins`; unsupported comments, bookmarks,
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+ fields, hyperlinks, moves, or non-text split boundaries fail closed.
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+
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+ `targetRef` is an optional 1-based paragraph reference used to disambiguate
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+ duplicate text. An operation-level `author` overrides the batch author; batch
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+ results report both `authorUsed` per item and the aggregate `authorsUsed` list.
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+
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+ For safer targeting, `target` may be a descriptor:
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+
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+ ```js
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+ {
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+ type: 'replace',
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+ target: {
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+ exactText: 'Repeated paragraph text',
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+ paragraphId: '1A2B3C4D', // when present in the source OOXML
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+ index: 12,
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+ occurrence: 2,
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+ inTable: false,
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+ fingerprint: 'fnv1a32:...'
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+ },
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+ modified: 'Replacement text',
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+ author: 'Editor'
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+ }
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+ ```
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+
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+ Call `preflightOperations(documentXml, operations, author)` when you want a
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+ read-only inspection of an agent-generated batch before applying it. Preflight is
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+ read-only and strict by default: duplicate exact text returns `AMBIGUOUS_TARGET`,
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+ approximate text is not selected, and the result reports candidate targets,
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+ missing anchors, existing revisions, authors, required artifacts, and
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+ same-paragraph conflicts. Direct execution is progressive by default
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+ (`atomic: false`); pass `{ atomic: true }` when the batch must roll back as a
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+ unit. When permissive resolution
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+ encounters duplicate candidate paragraphs, it emits an
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+ `AMBIGUOUS_TARGET_HEURISTIC_USED` warning; migrate to `{ strictTargets: true }`
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+ with strict descriptors (`paragraphId`, `index`, `occurrence`, or `fingerprint`)
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+ before v1.0.0.
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+
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+ Whole-paragraph deletions targeting paragraphs with existing comments fail with
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+ `COMMENTED_CONTENT_DELETE`. Resolve or remove the comments first.
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+
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+ Use `result.documentXml` from these APIs when replacing full `word/document.xml`.
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+ For mixed batches, prefer `applyOperationsToDocumentXml(...)`; it applies comments
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+ before replacements so earlier edits cannot invalidate their anchors.
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+
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+ Batches default to `atomic: false` for maximum speed and progressive execution: valid operations are applied directly, while problematic operations report structured errors in `results` (with `continueOnError: true` by default).
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+
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+ When all-or-nothing transactional protection is desired (e.g. in high-stakes legal contracts, large automated migrations, or strict CI pipelines where partial edits are inadmissible), pass `{ atomic: true }` (or `--atomic` on the CLI). In atomic mode, if any operation fails or yields invalid markup, the entire batch is rolled back to the original untouched document (`rolledBack: true`, `hasChanges: false`, `documentXml: original`).
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+
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+ Internally, a batch uses one live document DOM and one revision allocator, then
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+ serializes the full document once. Every operation has a DOM/allocator savepoint;
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+ do not remove this isolation merely for speed. Redline accuracy, accepted and
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+ rejected text, and exact rollback take precedence over throughput.
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+
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+ Every operation produces a commit-aware `receipt` (and batch-level `receipts`)
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+ enumerating exact allocated `revisionItems`, `commentIds`, `numberingIds`,
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+ `relationshipIds`, `affectedTargets`, and `warnings`. The output reconciliation
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+ oracle (`reconcileReceiptsAgainstOutput`) validates that all reported durable IDs
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+ are present in the serialized output; any discrepancy triggers rollback and fails closed.
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+
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+ Always inspect `status` and `error`, not only `hasChanges`. A failed transform
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+ can return `{ hasChanges: false, status: 'error', error: ... }`. Missing or
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+ ambiguous comment anchors are structured errors and roll back atomic batches;
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+ `no_change` is reserved for genuine no-ops. Continue to inspect warnings for
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+ non-fatal diagnostics.
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+
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+ ### Detect existing tracked changes
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+
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+ ```js
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+ import { containsTrackedChanges } from '@ansonlai/docx-redline-js';
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+ const hasTrackedChanges = containsTrackedChanges(xmlDoc);
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+ ```
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+
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+ ### Inspect document parts before editing
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+
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+ ```js
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+ import { inspectDocumentParts } from '@ansonlai/docx-redline-js';
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+ const inspection = inspectDocumentParts({ documentXml, commentsXml, numberingXml });
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+ ```
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+
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+ Reuse `exactText` plus `paragraphId` or `fingerprint` in an operation. Computed
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+ list labels and excerpts are for display, not replacements for exact targets.
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+
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+ ### Safely edit a complete DOCX in Node
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+
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+ ```js
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+ import { openDocx } from '@ansonlai/docx-redline-js/node';
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+ const document = openDocx(inputBuffer);
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+ const result = await document.applyOperations(operations, {
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+ author: 'Agent', atomic: true, validate: true
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+ });
360
+ if (!result.written) throw new Error(result.error?.message || 'No output written');
361
+ const outputBuffer = result.toBuffer();
362
+ ```
363
+
364
+ This facade defaults to strict targets, allocates package-safe comment IDs,
365
+ merges numbering, updates relationships/content types, and rolls back to the
366
+ original buffer when an atomic transaction fails.
367
+
368
+ ### Designing a thin agent wrapper
369
+
370
+ New wrappers should delegate at a package boundary instead of copying internal
371
+ algorithms:
372
+
373
+ - Shell/file wrappers invoke the `docx-redline` CLI and preserve its JSON stdout
374
+ and exit code.
375
+ - Node byte-oriented wrappers use `openDocx`, `inspect`, `applyOperations`,
376
+ `resolveRevisions`, `deleteComments`, and `toBuffer`.
377
+ - XML-only hosts use the standalone runner and remain responsible for package
378
+ artifacts returned beside `documentXml`.
379
+ - Paragraph/range hosts use root exports and remain responsible for deciding how
380
+ the returned OOXML is inserted into a larger document.
381
+
382
+ A wrapper that vendors the CLI should perform a startup compatibility handshake
383
+ with `docx-redline version`. Pin the minimum CLI `contractVersion` and only the
384
+ capabilities that the wrapper's workflow actually requires. If the runtime is
385
+ too old, fail closed with an upgrade instruction; do not inspect the bundled
386
+ implementation or fall back to direct ZIP/XML mutation.
387
+
388
+ A wrapper may choose product defaults for author, atomic mode, output naming,
389
+ and accepted operation subsets. It must preserve strict targeting, exact text,
390
+ structured errors, per-operation results, receipts, warnings, validation, and
391
+ rollback behavior. It must not infer success from `hasChanges` alone or turn a
392
+ partial progressive result into an unconditional success.
393
+
394
+ Document those choices as wrapper policy and pass them explicitly. In
395
+ particular, do not describe a wrapper's preferred revision or atomicity policy
396
+ as though it were the underlying CLI or facade default.
397
+
398
+ Target handles are scoped to the exact package version that produced them. A
399
+ Node wrapper should return the package-scoped token from
400
+ `document.getRevisionToken()` with every inspection and pass it back as
401
+ `expectedRevision` when applying the planned operations. Do not substitute the
402
+ document-parts token included in `document.inspect()`; that token has a different
403
+ scope and the Node facade rejects it. A shell wrapper should ensure extraction
404
+ and application use the same unchanged path, and re-extract after switching to a
405
+ derived working copy.
406
+
407
+ For agent-facing function tools, prefer separate inspection, application, and
408
+ review-resolution tools. Describe each tool's use case, required inputs, side
409
+ effects, retry safety, success criteria, and common error codes. Convenience
410
+ tools should build operations defined by
411
+ `docs/schemas/document-operations.schema.json` and delegate to the same apply
412
+ path rather than implementing custom mutations.
413
+
414
+ For a `restore_deleted_paragraph` convenience tool, force inspection to
415
+ `revisionView: 'rejected'`, copy the exact target descriptor from that view, and
416
+ emit a canonical `restore` operation with the same explicit revision view.
417
+ Wholly foreign-deleted paragraphs appear empty in accepted/current inspection;
418
+ this is expected, not evidence that the paragraph is untargetable. Never reuse a
419
+ restore descriptor from a different source or earlier working-copy version. On
420
+ `TARGET_TEXT_MISMATCH`, re-extract from the exact package being applied rather
421
+ than inspecting implementation bundles or retrying the same operation.
422
+
423
+ ### Agent Document Workflow (CLI)
424
+
425
+ Use the `docx-redline` CLI for complete `.docx` files. It emits JSON on stdout,
426
+ keeps exact text intact, and never overwrites the source unless `--in-place` is
427
+ explicitly supplied.
428
+
429
+ #### Operation Model: Choose by Output Shape
430
+
431
+ Every text-bearing operation targets existing content. Its `modified` field is
432
+ the complete desired accepted-view content for that target, not merely the new
433
+ fragment to insert. Do not choose a type from its English name alone.
434
+
435
+ | Requested result | Operation shape |
436
+ |---|---|
437
+ | Change text within one paragraph or replace its content | `{ type: 'redline', target, modified }` (`replace` is a compatibility alias) |
438
+ | Delete a whole paragraph | `{ type: 'delete', target }` (normalized to a redline with `modified: ''`) |
439
+ | Change native list structure | `{ type: 'list-change', target, modified: '<complete Markdown list>' }` |
440
+ | Reconcile a Word table | `{ type: 'table-reconciliation', target, modified: '<complete Markdown table>' }` |
441
+ | Comment or highlight existing text | `comment` with `commentContent`, or `highlight` with `textToHighlight` |
442
+ | Change character or paragraph formatting | `character-format`/`format` with `textToFormat` and `properties`, or `paragraph-format` with `properties` |
443
+ | Counterpropose a paragraph wholly deleted by another author | `restore` with a rejected-view target |
444
+ | Insert text inside another author's rejected-view content | `insert` with `target.revisionView: 'rejected'`, an exact `anchor`, and `existingRevisions: 'slice-cross-author'` |
445
+
446
+ `insert`, `list-change`, `table-reconciliation`, `replace`, and text-bearing
447
+ `format` are accepted compatibility types, but they normally normalize to the
448
+ same redline operation path. In particular, ordinary `{ type: 'insert' }` does
449
+ not mean “create a new sibling paragraph”; without a rejected-view target and
450
+ anchor, `modified` is still interpreted as the complete replacement text.
451
+
452
+ To append a native sibling item after an existing list item, prefer an explicit
453
+ `list-change` whose `modified` value contains the complete affected list block:
454
+
455
+ ```json
456
+ {
457
+ "type": "list-change",
458
+ "target": {
459
+ "exactText": "Review the report.",
460
+ "paragraphId": "1A2B3C4D"
461
+ },
462
+ "modified": "1. Review the report.\n2. Record the approval decision."
463
+ }
464
+ ```
465
+
466
+ The Markdown markers describe structure; visible labels are generated from the
467
+ document's numbering. Do not put `m)` or another computed label into target text.
468
+ For a single adjacent item in an existing list, the runner also accepts a
469
+ one-line `redline` where `modified` is the exact current item followed by the
470
+ new item's unnumbered text. Preserve the current item verbatim, omit the new
471
+ label, and make the new item at least six words so the adjacency form is
472
+ unambiguous. Use the explicit Markdown list form when adding multiple items,
473
+ nesting, or changing levels.
474
+
475
+ The canonical machine-readable contract is
476
+ `docs/schemas/document-operations.schema.json`. Read that schema or the examples
477
+ here instead of grepping bundled implementation code.
478
+
479
+ #### Standard Workflow (Fast & Direct)
480
+
481
+ Use this for everything by default. `apply` is fast, progressive, and self-validating by default—it validates the resulting package and revision markup internally before writing. **Do not insert a `preflight` or baseline `validate` step on top of it "to be safe"**; `apply` already covers that internally. It supports inline one-liners as well as batch operations files:
482
+
483
+ The short route for a document-editing request is:
484
+
485
+ 1. Run one focused `extract` for the clauses or range being edited and copy
486
+ `exactText` plus `paragraphId` or `fingerprint`.
487
+ 2. Build the final operations from the operation table above. Use one operation
488
+ per target paragraph, and consolidate multiple changes to that paragraph.
489
+ 3. Run `apply` once per stable batch. Strong inspected targets are bound against
490
+ the batch-start document, so independent operations do not need manual
491
+ bottom-up sorting around structural edits. Consolidate multiple complete
492
+ desired states for the same source. A unique exact reference to paragraph
493
+ text created elsewhere in the batch is scheduled automatically; use explicit
494
+ captures/selectors for non-unique or advanced created-content dependencies.
495
+ 4. Walk every result and require `completion: true`, `written: true`, and no
496
+ per-operation error.
497
+ 5. Run a focused `extract` on changed clauses only when placement or list/table
498
+ structure needs confirmation.
499
+
500
+ Do not probe operation behavior with disposable apply commands or read a vendor
501
+ bundle before this route. If `apply` returns an error, use the recovery matrix
502
+ below and make one cause-specific correction.
503
+
504
+ ```bash
505
+ # 1. Inline one-liner edit (fastest for 1–2 edits; no JSON file needed)
506
+ docx-redline apply contract.docx --target "Original clause" --modified "New clause" --output reviewed.docx
507
+
508
+ # 2. Direct edit without tracked changes (clean text, no revision clutter)
509
+ docx-redline apply contract.docx --target "Typo fix" --modified "Fixed typo" --no-redlines --output clean.docx
510
+
511
+ # 3. Cross-author edit inside another reviewer's pending insertion
512
+ docx-redline apply contract.docx --target "Pending clause text" --modified "Updated clause text" --existing-revisions slice-cross-author --output reviewed.docx
513
+
514
+ # 4. Batch operations with ops.json
515
+ docx-redline apply contract.docx --operations operations.json --output reviewed.docx
516
+
517
+ # 5. Shell-agent batch without an operations file
518
+ node emit-operations.mjs | docx-redline apply contract.docx --operations - --profile agent --output reviewed.docx
519
+ ```
520
+
521
+ Key CLI defaults and behaviors:
522
+ - **Author**: Automatically defaults to `'AI Redliner'` (overridable via `--author` or `DOCX_REDLINE_AUTHOR` environment variable).
523
+ - **Existing revisions**: Defaults to `'merge-same-author'`. Pass `--existing-revisions slice-cross-author` to edit inside another reviewer's pending insertions with native carrier slicing.
524
+ - **Overwrite behavior**: Destination files provided via `--output` overwrite by default. To protect existing destination files, pass `--no-overwrite` or `--no-clobber`. The source document is never overwritten unless `--in-place` is specified.
525
+ - **Tracked changes**: Defaults to `generateRedlines: true`. When clean direct text is needed, pass `--no-redlines`.
526
+ - **Atomic rollback (optional)**: Operations apply progressively by default (`atomic: false`). For all-or-nothing transactional rollback where any error halts and reverts all changes, pass `--atomic`.
527
+ - **Complete-success exit (optional)**: Pass `--require-complete` when `partial` must exit nonzero (`3`). Errors exit `2`; the legacy zero exit for partial results remains when the flag is omitted.
528
+ - **Agent profile**: `--profile agent` explicitly defaults `atomic` and complete-success behavior to true and reports `effectiveOptions`. Call flags override the profile. It does not enable authorization-sensitive revision normalization.
529
+ - **Stdin operations**: `--operations -` accepts the same JSON array or `{ operations, expectedRevision }` envelope as a file. Supply UTF-8 JSON through a serializer/structured process API; do not interpolate legal text in the shell.
530
+ - **Compact mutation JSON**: `apply`, `accept`, `reject`, and `delete-comments` omit document/package XML and full validation arrays. `validation.originalIssues` and `validation.generatedIssues` are code/count summaries; run `validate` for full issue records.
531
+ - Check `completion: true`, `written: true`, and a non-null `outputPath` on stdout. `completion` is derived from the write result, top-level status, and every operation status, so failed, partial, and unwritten work cannot appear complete. If an error occurs, inspect `error.code` or `results[i].error.code` (e.g. `TARGET_NOT_FOUND`, `ANCHOR_NOT_FOUND`) before correcting the cause and re-applying.
532
+
533
+ For multi-clause or multi-page reviews, apply edits **section-by-section** or clause-by-clause (e.g., using `--in-place` on a working copy) rather than bundling dozens of edits into one massive batch. This keeps context compact, simplifies error diagnosis, and prevents cascading anchor drift.
534
+
535
+ #### High-Assurance / Staged Verification Workflow (Optional)
536
+
537
+ This is an opt-in, higher-latency path for cases like large automated batch
538
+ migrations or workflows where the user specifically requests a non-mutating dry run
539
+ and an independent baseline audit report. **Never switch into it on your own initiative**
540
+ (not even for "high-stakes" contracts); unless the user explicitly requests it, stick with the
541
+ Standard workflow above. Use the extended verification cycle:
542
+
543
+ ```bash
544
+ docx-redline inspect contract.docx --non-empty
545
+ docx-redline extract contract.docx --range 10:30 > paragraphs.json
546
+ docx-redline preflight contract.docx --operations operations.json --author "Editor"
547
+ docx-redline apply contract.docx --operations operations.json --author "Editor" --output reviewed.docx
548
+ docx-redline validate reviewed.docx --baseline contract.docx
549
+ ```
550
+
551
+ Copy `exactText`, `paragraphId`, and `fingerprint` from `extract` into operation
552
+ targets. For most unique clauses, `"target": "exact paragraph text"` is
553
+ sufficient; use discriminators (`paragraphId`, `fingerprint`, `index`, or
554
+ `occurrence`) when duplicate paragraph text appears in the document. Never
555
+ normalize or reconstruct `exactText`. Operation files follow
556
+ [`docs/schemas/document-operations.schema.json`](schemas/document-operations.schema.json).
557
+
558
+ #### Commands
559
+
560
+ - `inspect` returns the structured inventory, comments, authors, and counts.
561
+ - `extract` returns a compact target inventory with exact text.
562
+ - `preflight` checks targets, anchors, revisions, conflicts, authors, and needed artifacts without mutation (read-only).
563
+ - `apply` applies an operation file transactionally with automatic rollback and internal markup validation.
564
+ - `accept` and `reject` resolve revisions selected by `--author` or `--all-authors`.
565
+ - `delete-comments` removes matching definitions and document anchors together.
566
+ - A whole-paragraph delete stops with `COMMENTED_CONTENT_DELETE` when the
567
+ paragraph has an existing comment. Surface the returned reviewer and comment
568
+ text for human follow-up; do not silently convert this into comment removal.
569
+ - `validate` audits revision markup and DOCX package wiring, optionally comparing against a `--baseline`.
570
+
571
+ Paragraph indexes are 1-based. Inspection filters are `--index 12`,
572
+ `--range 10:30`, `--indexes 2,5,8`, `--search text`, `--revised`, `--table`,
573
+ `--body`, `--non-empty`, and `--view accepted|rejected|current`. A malformed
574
+ filter or unknown option is an error rather than an unfiltered fallback.
575
+
576
+ Mutating commands require `--author`, authors on every operation, or
577
+ `--all-authors` where applicable. Without `--output`, a sibling such as
578
+ `contract.redlined.docx` is chosen. Existing outputs are refused unless
579
+ `--force` is present. `--in-place` is the only way to overwrite the input.
580
+
581
+ Treat a nonzero exit code or JSON `status: "error"` as failure. A failed atomic
582
+ operation reports `written: false` and does not write an output file.
583
+ Missing or repeated comment anchors are errors rather than no-ops. Explicit
584
+ anchors match exact text first and then a unique ordinary-space/NBSP equivalent;
585
+ omit `textToComment` to comment the entire resolved paragraph.
586
+
587
+ To reply inside an existing Word comment thread, use the comment ID returned by
588
+ `inspect` and do not supply a paragraph target:
589
+
590
+ ```json
591
+ { "type": "comment_reply", "parentCommentId": "8", "commentContent": "Agreed; updated.", "author": "Editor" }
592
+ ```
593
+
594
+ Replies are represented in `word/commentsExtended.xml` and deliberately add no
595
+ new `commentRangeStart`, `commentRangeEnd`, or `commentReference` to the body.
596
+
597
+ #### Legacy skill wrapper migration
598
+
599
+ Older skills that invoke `scripts/extract_text.mjs` and
600
+ `scripts/apply_changes.mjs` should use the compatibility entrypoints published
601
+ with this package rather than carrying copied targeting or ZIP logic. The
602
+ legacy positional apply form remains supported:
603
+
604
+ ```bash
605
+ node scripts/apply_changes.mjs input.docx changes.json output.docx --author "Editor"
606
+ ```
607
+
608
+ Operation files may contain an array, an `operations` array, or a legacy
609
+ `changes` array. The wrapper delegates to the same strict, atomic, validated
610
+ CLI described above. If `--author` and operation authors are absent, its
611
+ compatibility fallback is `DOCX_REDLINE_AUTHOR` and then `Agent`. Consumers
612
+ must use the JSON status and process exit code; failed atomic work has
613
+ `written: false`, `outputPath: null`, and does not modify the output path.
614
+
615
+ #### Safe Operations File Creation (JSON vs. Shell Heredocs)
616
+
617
+ When composing batch operation JSON, whether for a file or stdin:
618
+
619
+ - **Use structured file-writing tools or JSON serializers**: Write operations files via your environment's file-creation tools or a language JSON serializer (`JSON.stringify`).
620
+ - **Never compose operations in raw shell heredocs** (e.g., `cat << 'EOF'` in bash or PowerShell `@" ... "@`): Legal clauses routinely contain curly quotes (`“ ”`), smart apostrophes (`’`), em-dashes (`—`), section symbols (`§`), non-breaking spaces, and backslashes. Shell heredocs frequently mangle Unicode character encodings, quote escaping, and whitespace formatting, causing immediate `TARGET_NOT_FOUND` failures.
621
+
622
+ #### Walking Progressive Batch Results (Status & Partial Execution)
623
+
624
+ In default progressive mode (`atomic: false`), operations execute independently: valid operations commit to the document while failing operations report errors without aborting the batch:
625
+
626
+ - **Do not rely solely on top-level `written: true` or `status !== "error"`**: A progressive batch can return `status: "partial"` with `written: true` when some operations succeed and others fail.
627
+ - **Walk every entry in `results`**: Check `results[i].status` and `results[i].error`. Any `status: "error"` entry in `results` represents an unapplied change that must be investigated and resolved.
628
+ - **`written: false`**: Indicates that zero operations were committed (or an atomic rollback occurred). Never treat or present an unwritten or partial output file as complete.
629
+ - **Follow `retryPlan`**: `base: "original"` means use the unchanged source and replay the corrected batch. `base: "output"` means retain committed progressive edits and submit only failed/unattempted indexes. `sameArgumentsSafe` is always false for failures.
630
+ - **Follow the recovery envelope**: Use `error.recovery.action`, `requiresReinspection`, and `requiresUserAuthorization` rather than deriving a retry from the prose message. The envelope is versioned by `recoveryVersion`.
631
+
632
+ #### Human-Readable References vs. Internal Machine Handles
633
+
634
+ Target handles such as `ref` (`P<index>`), `targetRef`, and bare paragraph `index` numbers are **strictly internal machine handles** for the CLI and engine. They do not correspond to any visual or followable marker in Microsoft Word:
635
+
636
+ - **Never surface `P11`, `P42`, or bare paragraph numbers** in user-facing prose, comments, redline summaries, or negotiation notes.
637
+ - Instead, cite locations using the human-readable fields provided by `inspect` / `extract`:
638
+ - **`provision`**: Lead with section/clause numbers when present (e.g., `§14.1 Entire Agreement`).
639
+ - **`nearestHeading` + ordinal offset**: When `provision` is absent, describe position relative to the nearest heading (e.g., `under "Limitation of Liability", 2nd paragraph`).
640
+ - **Structural context**: For unnumbered clauses prior to the first heading, use plain language (e.g., `opening recital, before Section 1`).
641
+ - **`humanReference`**: Use the pre-joined citation string provided directly on inspected paragraph objects.
642
+
643
+ #### Actionable Error Recovery Matrix
644
+
645
+ When the CLI or runner returns an error code, follow these specific recovery actions:
646
+
647
+ | Error Code | Meaning | Actionable Recovery |
648
+ |---|---|---|
649
+ | `TARGET_NOT_FOUND` | Target text did not match any paragraph. | **Do NOT retry with paraphrased text.** Re-run `extract`/`inspect`, copy `exactText` verbatim (including exact whitespace/punctuation), and add a discriminator (`paragraphId`, `fingerprint`, or `occurrence`). |
650
+ | `AMBIGUOUS_TARGET` | Multiple paragraphs match identical text. | Disambiguate by supplying `paragraphId`, `fingerprint`, `occurrence`, or `index` in the target descriptor. |
651
+ | `ANCHOR_NOT_FOUND` / `AMBIGUOUS_ANCHOR` | A comment or rejected-view insertion anchor was not uniquely matched. | For comments, narrow `textToComment` or omit it to anchor the whole paragraph. For rejected-view insertion, copy exact rejected text and provide `anchor.occurrence`. |
652
+ | `OVERLAPPING_SOURCE_TARGETS` / `OVERLAPPING_TEXT_EDITS` | Multiple complete text operations target the same batch-start source. | Consolidate all changes to that paragraph into one `redline` or `replace`; the library cannot choose between incompatible complete desired states. |
653
+ | `REVISION_ORDER_CONFLICT` | A text rewrite and formatting/highlight operation overlap the same source. | Consolidate or split the work at an intentional created-content dependency; do not try a different arbitrary order. |
654
+ | `CAPTURE_FANOUT_CONFLICT` | Multiple mutating consumers share one capture without distinct selectors. | Give consumers distinct selectors, chain them explicitly, or split the batch. |
655
+ | `EXISTING_REVISIONS` | Target paragraph contains tracked changes from another author. | Fails closed to protect third-party review marks. If editing inside that reviewer's pending insertion is intended, pass `--existing-revisions slice-cross-author` (or `existingRevisions: 'slice-cross-author'`). Do not pass `accept-all-first` without explicit user authorization. |
656
+ | `PATCH_ROUNDTRIP_MISMATCH` | A cross-author surgical edit did not reconstruct the requested modified text exactly. | Treat the operation as unapplied. Re-extract the exact paragraph text and split the edit into a narrower operation that does not cross the reported structural boundary. |
657
+ | `FOREIGN_PARAGRAPH_MARK_DELETION` | A normal edit attempted to write into a paragraph wholly deleted by another reviewer. | Use an explicit `restore` operation if the user intends to counterpropose that paragraph; otherwise leave the deletion unresolved. |
658
+ | `RESTORATION_STATE_REQUIRED` / `RESTORATION_COUNT_MISMATCH` | A `restore` target is not a wholly foreign-deleted paragraph, or its replacement count does not match the paragraph range. | Re-inspect the document and target the deleted paragraph by stable descriptor; provide exactly one replacement string per source paragraph. |
659
+ | `REJECTED_INSERTION_STATE_REQUIRED` / `UNSAFE_REVISION_BOUNDARY` | An explicit rejected-view insertion did not resolve to supported plain run text inside a wholly foreign-deleted paragraph. | Do not fall back to a generic edit. Narrow the exact anchor/offset, or handle comments, bookmarks, fields, hyperlinks, moves, or other structural boundaries manually. |
660
+ | `GENERATED_OOXML_INVALID` | The operation introduced a new validation error relative to its baseline. | Treat the operation as unapplied and inspect `generatedIssues`; correct the generating operation or builder rather than repairing or accepting the source document's unrelated baseline defects. |
661
+ | `UNSAFE_DELETED_TABLE_ROW` / `UNSUPPORTED_MOVE_REVISION` / `SECTION_BREAK_PARAGRAPH` / `UNSAFE_PARAGRAPH_PLACEMENT` | Paragraph restoration cannot preserve the source structural boundary safely. | Do not retry as an ordinary redline. Resolve the row/move/section/placement condition manually or narrow the restoration to a safe paragraph. |
662
+ | `COMMENTED_CONTENT_MERGE` / `COMMENTED_CONTENT_DELETE` | Operation would overwrite, revert, or delete content with comments. | Fails closed to prevent orphaned comment threads. Report the comment author and text to the user; resolve the comment before re-editing. |
663
+ | `INVALID_OPERATION` | Operation object violates schema or has incompatible fields. | Validate the JSON structure against [`document-operations.schema.json`](schemas/document-operations.schema.json) before targeting is attempted. |
664
+ | `STRUCTURED_CONTENT_INVALID` | Malformed Markdown table or structure in replacement text. | Ensure tables include a separator row (`\| --- \| --- \|`) and consistent column counts; do not downgrade to raw text. |
665
+
666
+ **Important Rule:** Never repeat the exact same failing command without correcting the reported cause. If an error persists after one correction attempt, stop and report the diagnostic code to the user.
667
+
668
+ #### Document Scope & Boundary Invariants
669
+
670
+ The `docx-redline` engine and CLI operate specifically on the **main document body**:
671
+
672
+ - **Supported Content**: Body paragraphs, numbered/bulleted lists, tables and table cells, comments, and comment replies.
673
+ - **Unsupported Content**: Headers, footers, footnotes, endnotes, floating text boxes, shape drawings, watermarks, and embedded macros.
674
+ - Do not attempt to target, edit, or comment on header/footer text or footnote citations using `docx-redline`. Use specialized document manipulation tools or manual editing for layout frames outside the body text.
675
+
676
+ ### Convert paragraph text into a Word list
677
+
678
+ ```js
679
+ const result = await applyRedlineToOxml(oxml, 'Item text', '1. Item text', {
680
+ generateRedlines: true
681
+ });
682
+ ```
683
+
684
+ ### Insert a large mixed-content block safely
685
+
686
+ Do not send a long attachment containing literal pipe rows, headings, lists,
687
+ and paragraphs as an unchecked replacement. Plan it first:
688
+
689
+ ```js
690
+ import { planStructuredReplacement } from '@ansonlai/docx-redline-js';
691
+
692
+ const plan = planStructuredReplacement(targetDescriptor, markdown, {
693
+ author: 'Agent'
694
+ });
695
+ if (!plan.valid || !plan.operation) {
696
+ throw new Error(plan.issues.map(issue => issue.message).join(' '));
697
+ }
698
+ const result = await document.applyOperations([plan.operation], {
699
+ author: 'Agent', atomic: true, validate: true
700
+ });
701
+ ```
702
+
703
+ Use blank lines between paragraphs, `#`/`##` for headings, normal Markdown
704
+ markers for lists, and a separator row immediately after every table header:
705
+
706
+ ```markdown
707
+ | Agency | Contact |
708
+ | --- | --- |
709
+ | BCHD | Dr. Jenkins |
710
+ ```
711
+
712
+ The planner returns typed `blocks`, counts, normalized Markdown, and structured
713
+ issues. `TABLE_SEPARATOR_REQUIRED` is an error: never remove `structuredContent`
714
+ or retry the same content as plain text merely to make the operation pass. Keep
715
+ the result as one atomic replacement operation so the first inserted block does
716
+ not invalidate the anchor for later blocks. After applying, require real
717
+ `w:tbl`, positive list `w:numId` values, valid redline OOXML, and independent
718
+ Accept/Reject checks.
719
+
720
+ ### Reconcile a table
721
+
722
+ ```js
723
+ import { reconcileMarkdownTableOoxml } from '@ansonlai/docx-redline-js';
724
+ const result = await reconcileMarkdownTableOoxml(tableOoxml, originalText, markdownTable);
725
+ ```
726
+
727
+ ## Detailed Architecture
728
+
729
+ Use the layout and task shortcuts at the top of this file for normal work.
730
+ `ARCHITECTURE.md` is the maintained detailed module-ownership map and describes
731
+ the end-to-end dependency flow. Do not infer ownership from directory names or
732
+ reconstruct the architecture by repeatedly listing the repository.
733
+
734
+ ## Common Patterns
735
+
736
+ ### Options and Defaults Reference
737
+
738
+ | Option | Type | Default | Description |
739
+ |--------|------|---------|-------------|
740
+ | `generateRedlines` | `boolean` | `true` | When `true`, emits Word-native tracked changes (`w:ins`/`w:del`). When `false`, applies direct text edits without revision markup. **Note: Redlines are not always the preferred method** — pass `generateRedlines: false` (or `--no-redlines` via CLI) when producing clean execution drafts, restructuring documents, or when revision clutter is unwanted. |
741
+ | `author` | `string` | `'AI Redliner'` | Reviewer/author name stamped on generated tracked changes and comments. Overridable via `DOCX_REDLINE_AUTHOR` environment variable. |
742
+ | `atomic` | `boolean` | `false` | Batch transaction mode. By default (`false`), valid edits are applied directly and failing operations report errors. When `true`, any operation failure rolls back the entire batch to the original document state (`rolledBack: true`, `hasChanges: false`). Use `atomic: true` (or `--atomic` in CLI) for high-assurance workflows. |
743
+ | `structuredContent` | `boolean` | `true` | Auto-detects Markdown tables, headings (`#`), and lists in replacement text and renders them as native Word elements (`w:tbl`, `w:pStyle`, `w:numPr`). Pass `false` to treat replacement text strictly as plain text. |
744
+ | `pairReplacements` | `boolean` | `true` | Links adjacent `<w:del>` and `<w:ins>` revisions with matching timestamps so Word groups them as a single replacement in the Reviewing Pane. |
745
+ | `strictTargets` | `boolean` | `true` (CLI/facade) | Requires exact target descriptors (`exactText`, `paragraphId`, `index`, `occurrence`, `fingerprint`) and forbids ambiguous matching. Defaults to `false` in low-level runner for backwards compatibility. |
746
+ | `existingRevisions` | `string` | `'merge-same-author'` | How to handle paragraphs with existing tracked changes. `'merge-same-author'` merges the same author's work and protects other authors with `EXISTING_REVISIONS`. `'slice-cross-author'` retains same-author merging while allowing Word-native edits inside another author's pending insertion. Pass `'accept-all-first'` to normalize prior revisions or `'reject-input'` to refuse editing revised paragraphs. |
747
+ | `removeFormatting` | `boolean` | `false` | When `true` and the text is unchanged with no Markdown hints, strips existing bold/italic/underline/strikethrough formatting. |
748
+ | `sanitizeInput` | `boolean` | `false` | Opt-in removal of standalone leading assistant-preface lines. Literal dollar signs and `\n` sequences are always preserved. |
749
+
750
+ ### Options shape
751
+
752
+ ```js
753
+ {
754
+ generateRedlines: true,
755
+ author: 'AI Redliner',
756
+ atomic: false,
757
+ structuredContent: true,
758
+ pairReplacements: true,
759
+ existingRevisions: 'merge-same-author',
760
+ removeFormatting: false,
761
+ sanitizeInput: false
762
+ }
763
+ ```
764
+
765
+ ### Typical return shape
766
+
767
+ ```js
768
+ {
769
+ oxml: string,
770
+ hasChanges: boolean,
771
+ status?: 'ok' | 'no-op' | 'error',
772
+ error?: { code: string, message: string },
773
+ warnings?: string[],
774
+ numberingXml?: string,
775
+ useNativeApi?: boolean
776
+ }
777
+ ```
778
+
779
+ Known error codes include `PARSE_ERROR`, `TARGET_NOT_FOUND`, `PARTIAL_TARGET`,
780
+ `EXISTING_REVISIONS`, `COMMENTED_CONTENT_MERGE`, `UNSAFE_REVISION_NESTING`, `UNSUPPORTED_REVISION_VIEW_MUTATION`,
781
+ `UNSAFE_PARAGRAPH_BOUNDARY`, `DIFF_TOKEN_LIMIT`, and `BATCH_OPERATION_FAILED`.
782
+
783
+ For ingestion that must distinguish an empty document from malformed OOXML,
784
+ use `ingestWordOoxmlToPlainTextResult` or
785
+ `ingestWordOoxmlToMarkdownResult`. The legacy ingestion helpers intentionally
786
+ retain their string-only return type and return `''` for parse failures.
787
+
788
+ ### Target text versus replacement text
789
+
790
+ Target resolution may normalize surrounding or repeated whitespace while
791
+ matching a paragraph. Replacement text is not normalized: tabs, line breaks,
792
+ non-breaking spaces, repeated spaces, and leading/trailing whitespace become
793
+ part of the requested edit. When editing extracted document text, copy the
794
+ exact paragraph text and modify it in place rather than round-tripping it
795
+ through a formatter that may change whitespace.
796
+
797
+ The normalized caller target is never used for mutation offsets in a text-bearing
798
+ edit. After target selection, the engine uses the resolved paragraph's byte-exact
799
+ JavaScript string as the source coordinate system. The legacy format-only
800
+ fallback for field-code paragraphs with no extractable accepted-view spans is
801
+ not a text-replacement path. If an ASCII-space target selected an NBSP
802
+ source, `resolvedTarget.targetTextMatch` reports `space_equivalent`, escaped
803
+ source/request excerpts, and differing code points. An NBSP-to-space request is
804
+ tracked as a replacement; it must not retain the NBSP and append another space.
805
+ The CLI keeps these bounded diagnostics but removes resolved clause text.
806
+
807
+ For ordinary insertions and deletions, target the visible accepted view:
808
+ inserted `w:t` text is visible and deleted `w:delText` is not. Move revisions
809
+ and other complex structures require additional care until targeting and
810
+ ingestion share one canonical text extractor. Prefer a `targetRef` plus the full
811
+ paragraph text when duplicate paragraphs are possible. Current text-only
812
+ matching can select the first matching paragraph, so callers that cannot
813
+ disambiguate safely should stop instead of guessing.
814
+
815
+ ### OOXML wrapping for Word insertOoxml scenarios
816
+
817
+ ```js
818
+ import { wrapInDocumentFragment } from '@ansonlai/docx-redline-js';
819
+ const wrapped = wrapInDocumentFragment(rawOoxml, { includeNumbering: true, numberingXml });
820
+ ```
821
+
822
+ ### Output shape guardrail (important for packaging)
823
+
824
+ When consuming `result.oxml`, do not assume the payload is always safe to write
825
+ directly into `word/document.xml`.
826
+
827
+ - Paragraph/range/table APIs can return a fragment, `<w:document>`, or package payload (`<pkg:package>`).
828
+ - `applyOperationToDocumentXml(...).documentXml` is the document-safe path when you need a full `word/document.xml` replacement.
829
+ - Use `extractReplacementNodesFromOoxml(payload)` to normalize unknown payloads.
830
+ - If `sourceType === 'package'` or the payload starts with `<pkg:package`, do not write it into `word/document.xml` as-is.
831
+
832
+ ## Gotchas
833
+
834
+ 1. Call `configureXmlProvider` first in Node.js.
835
+ 2. `applyRedlineToOxml` is async.
836
+ 3. Paragraph APIs expect paragraph-level OOXML, not full `word/document.xml` in all cases.
837
+ 4. List operations may return `numberingXml` that must be merged into package parts. When `word/numbering.xml` already exists, pass `mergeNumberingXmlBySchemaOrder` to `ensureNumberingArtifactsInZip`; without a merge callback the helper replaces the prior payload.
838
+ That replacement behavior is deprecated and will become an error in the next major version.
839
+ 5. `useNativeApi: true` means standalone mode cannot fully handle that operation path.
840
+ 6. `deleteCommentsByAuthorInOoxml` removes definitions and linked anchors only when they are present in the same OOXML payload. In a real `.docx`, `word/comments.xml` and `word/document.xml` are separate parts and must both be updated by the package integration layer.
841
+ 7. If output begins with `<pkg:package`, treat it as package-level OOXML and normalize it before writing anything back to `word/document.xml`.
842
+ 8. Existing revisions from the same author are merged by default against the pre-revision baseline (`merge-same-author`), while third-party revisions fail closed with `EXISTING_REVISIONS`. Pass `existingRevisions: 'slice-cross-author'` to preserve third-party attribution while editing inside pending insertions, `'accept-all-first'` to normalize all prior revisions first, or `'reject-input'` to refuse any revised paragraph.
843
+ 9. Caller content is not sanitized by default. Pass `sanitizeInput: true` only for raw assistant output; literal dollar delimiters and `\\n` sequences are never rewritten.
844
+ 10. Hyperlinks, bookmarks, comment markers, tabs/breaks, and footnote/endnote references are structural OOXML and should survive adjacent redline edits.
845
+ 11. Internally, create Word elements through `createWordElement` and tracked-change metadata through `createRevisionMetadata`.
846
+ 12. Revision IDs are document-scoped in public operation paths. Thread the
847
+ internal allocator through new string-serialization paths; generated
848
+ `w:id` values are not stable across documents.
849
+ 13. Splitting or cloning a run can duplicate nested `w:rPrChange` metadata.
850
+ Preserve the original ID on at most one resulting run and allocate fresh
851
+ IDs for every additional clone through the document-scoped allocator.
852
+ 14. Run `validateRedlineOoxml` on generated markup before packaging it, then
853
+ run `validateDocxPackage` after merging comments and numbering artifacts.
854
+
855
+ ## Validation Commands
856
+
857
+ ```bash
858
+ npm test
859
+ npm run test:isolation
860
+ npm run check:types
861
+ node scripts/export-validation-fixtures.mjs
862
+ ```
863
+
864
+ Optional Windows/Word smoke test for a completed `.docx`:
865
+
866
+ ```bash
867
+ npm run smoke:word -- path/to/file.docx
868
+ ```