@case-framework/survey-assistant 0.1.0 → 0.2.0

package/docs/integration.md

@@ -0,0 +1,234 @@
+# Real-host integration
+
+This guide is the production integration contract for
+`@case-framework/survey-assistant`. The package remains an embedded Mastra
+runtime: the host owns authentication, survey persistence, route files,
+storage credentials, logs, and deployment policy.
+
+## Compatibility and release gate
+
+- Node.js 20 or newer and standard Web `Request`/`Response` route handlers.
+- React and React DOM 19.2 or newer for `/react` and `/ui`.
+- `@case-framework/survey-core` 0.4.2 or newer within the 0.4 line; the
+  assistant uses its browser-safe `editor/colors` entry.
+- Install peer versions compatible with the ranges in `package.json`; do not
+  mix a newer package with stale generated declarations.
+- Run `pnpm --filter @case-framework/survey-assistant check:release` before
+  publishing. It includes typecheck, every entry build, import-boundary checks,
+  unit tests, and the clean Next host fixture.
+
+Import UI CSS once in the host root:
+
+```ts
+import "@case-framework/survey-assistant/ui.css";
+```
+
+## 1. Construct storage, runtime, and Mastra
+
+Parse an injected environment and keep the result as server-only configuration:
+
+```ts
+import { Mastra } from "@mastra/core/mastra";
+import {
+  createSurveyAssistantRuntime,
+  parseSurveyAssistantEnvironment,
+} from "@case-framework/survey-assistant/server/runtime";
+import { createSurveyAssistantPostgresRuntime } from "@case-framework/survey-assistant/storage/postgres";
+
+const config = parseSurveyAssistantEnvironment(process.env);
+const assistant = createSurveyAssistantRuntime(config);
+const postgres = createSurveyAssistantPostgresRuntime({
+  store: { id: "survey-assistant", connectionString: process.env.DATABASE_URL! },
+});
+const mastra = new Mastra({
+  agents: assistant.agents,
+  gateways: assistant.gateways,
+  storage: postgres.storage,
+});
+```
+
+Required provider/storage variables depend on the selected provider. The common
+settings are:
+
+```dotenv
+SURVEY_ASSISTANT_ENABLED=true
+SURVEY_ASSISTANT_PROVIDER=openai
+SURVEY_ASSISTANT_MODEL=gpt-5.4-nano
+# Optional: pin one-shot editor tasks to a separate model.
+# SURVEY_ASSISTANT_TASK_MODEL=gpt-5.4-nano
+# Optional: use a separate model for memory observation and reflection.
+# SURVEY_ASSISTANT_MEMORY_MODEL=gpt-5.4-nano
+OPENAI_API_KEY=...
+DATABASE_URL=...
+```
+
+One deployment uses one provider. `SURVEY_ASSISTANT_MODEL`,
+`SURVEY_ASSISTANT_MODELS`, `SURVEY_ASSISTANT_TASK_MODEL`, and
+`SURVEY_ASSISTANT_MEMORY_MODEL` therefore contain bare model or Azure deployment
+ids, not `provider/model` strings. Provider-prefixed values fail at startup.
+
+`SURVEY_ASSISTANT_MODEL` is the default chat model and
+`SURVEY_ASSISTANT_MODELS` is the server-owned chat picker allowlist. When
+`SURVEY_ASSISTANT_TASK_MODEL` is omitted, one-shot tasks follow the
+server-authorized chat selection; setting it pins all built-in tasks to that
+model. The memory model is fixed per runtime and defaults to the configured chat
+default. It is shared by Mastra's Observer and Reflector.
+
+This same-provider rule applies to the standard runtime. Hosts that genuinely
+need custom dynamic or cross-provider model routing can compose the exported
+low-level Agent and handler factories instead.
+
+Optional operational settings have useful defaults:
+
+```dotenv
+SURVEY_ASSISTANT_MAX_CONCURRENT_REQUESTS=4
+SURVEY_ASSISTANT_MAX_DURATION_MS=180000
+SURVEY_ASSISTANT_MAX_STEPS=48
+SURVEY_ASSISTANT_SEND_REASONING=true
+SURVEY_ASSISTANT_MEMORY_ENABLED=true
+# Optional request policy overrides:
+SURVEY_ASSISTANT_MAX_REQUEST_BYTES=20971520
+SURVEY_ASSISTANT_MAX_ATTACHMENTS=4
+SURVEY_ASSISTANT_MAX_ATTACHMENT_BYTES=5242880
+SURVEY_ASSISTANT_MAX_TOTAL_ATTACHMENT_BYTES=12582912
+SURVEY_ASSISTANT_MAX_TEXT_PART_CHARS=64000
+```
+
+Explicit malformed booleans, enums, or positive integers fail at startup.
+`readinessError` reports missing credentials/storage without exposing them.
+
+## 2. Create one survey lifecycle
+
+Create this once on the server, next to the runtime:
+
+```ts
+import {
+  createSurveyAssistantSurveyLifecycle,
+  SURVEY_ASSISTANT_AGENT_ID,
+} from "@case-framework/survey-assistant/server";
+
+const lifecycle = createSurveyAssistantSurveyLifecycle({
+  scopeMetadata: { appId: "case-survey-mode", deploymentId: "production" },
+  getThreadApi: (surveyId) => `/api/surveys/${encodeURIComponent(surveyId)}/assistant/threads`,
+  threadDocuments: postgres.threadDocuments,
+  getMemory: async () => {
+    const memory = await mastra.getAgent(SURVEY_ASSISTANT_AGENT_ID).getMemory();
+    if (!memory) throw new Error("Survey assistant memory is unavailable.");
+    return memory;
+  },
+});
+```
+
+For every request, the host must first authenticate the user, authorize access
+to the route's survey, and reject activity while that survey is being deleted.
+Only then call:
+
+```ts
+const scoped = lifecycle.forSurvey(survey.id, user.id);
+```
+
+Browser `resourceId`, `surveyId`, and `threadId` values are untrusted matching
+inputs. `scoped.authorizeChat` verifies all three against stored thread
+ownership. `scoped.authorizeTask` verifies task scope. Thread routes use
+`scoped.threadIdentity`.
+
+## 3. Register handlers
+
+```ts
+const handlers = assistant.createHandlers({
+  mastra,
+  threadDocuments: postgres.threadDocuments,
+  authorize: {
+    chat: async (input) => (await getScopedSurvey(input.request)).authorizeChat(input),
+    task: async (input) => (await getScopedSurvey(input.request)).authorizeTask(input),
+    thread: async (request) => (await getScopedSurvey(request)).threadIdentity,
+    model: async (request) => {
+      await getScopedSurvey(request);
+    },
+  },
+  chat: {
+    onStreamError: (error, context) => logger.error({ error, ...context }),
+    onTurnMetrics: (event) => metrics.recordAssistantTurn(event),
+  },
+});
+```
+
+Expose `handlers.chat`, `handlers.task`, `handlers.models`, and the five thread
+methods from host routes. Keep authentication middleware in front of them.
+Unknown provider and storage errors are deliberately generic on the wire; log
+the original error through the hooks.
+
+The built-in limiter is process-local protection against accidental bursts.
+Multi-instance deployments should also enforce user/tenant quotas at the edge
+or in the host authorization layer.
+
+## 4. Wire the editor and panel
+
+Use the same trusted scope for the panel and bounded editor tasks:
+
+```tsx
+const assistant = useSurveyEditorAssistantIntegration({
+  resourceId: user.id,
+  surveyId,
+  taskApi: "/api/survey-assistant/tasks",
+});
+
+<ConnectedSurveyAssistantPanel
+  {...panelProps}
+  api="/api/survey-assistant/chat"
+  applyPolicy="auto"
+  controller={assistant.controller}
+  onSettleApply={persistAndAuditAssistantApply}
+/>;
+```
+
+`applyPolicy` is required because immediate apply, review, and denial are
+material host decisions. For a real editing host, `onSettleApply` should save
+the already-applied editor state and durable audit receipts. The session remains
+active until it resolves and writes its settled document baseline only after
+success. If it rejects, reconcile or reload the editor state in host code; the
+package cannot roll back host persistence.
+
+Use `"review"` with `onReviewChangeSets`. The callback may keep a host approval
+dialog open asynchronously; resolve `true` to apply the exact authorized change
+sets through the normal controller and settlement path, or `false` to leave the
+editor unchanged. A missing or failed review adapter fails the turn instead of
+silently discarding a requested approval. Use `"deny"` for read-only
+deployments. These policies do not remove inspection, chat, tasks, or
+attachments.
+
+## Attachments
+
+Uploads remain enabled by default for PDF, GIF, JPEG, PNG, and WebP. The server
+checks request size, count, per-file and total bytes, filename controls, data
+URL/media-type agreement, and common file signatures before provider use.
+
+Passing `threadDocuments` enables persistence and safe replay in later turns.
+Passing `false` to the lifecycle means only persistence/replay is disabled;
+current-turn uploads still work. The Postgres repository defaults to 100 stored
+files and 200 MiB per thread, independently from the stricter per-request
+defaults. Both storage limits are configurable when constructing the repository
+or Postgres runtime.
+
+For higher-risk deployments, add malware scanning before the route or in a
+host-owned repository wrapper. Never render attachment bytes as executable
+HTML, and keep provider/storage retention in the host privacy policy.
+
+## Cleanup and acceptance
+
+Block new activity before deletion, then call `lifecycle.deleteSurvey(surveyId)`
+from an idempotent job. Use `scoped.deleteThreads()` for one user's survey
+chats and `lifecycle.deleteResource(userId)` for account deletion. Provider
+retention, logs, backups, and imported survey assets remain host concerns.
+
+Before enabling a real host, verify:
+
+- cross-user and cross-survey thread/task requests return not-found or denied;
+- a request abort stops chat and task generation;
+- apply settlement failure does not advance the settled baseline;
+- attachments work in the current turn and replay only within their owner
+  thread;
+- request/deadline/concurrency limits produce controlled errors;
+- logs contain resource, survey, thread/turn or task identity without prompts,
+  attachment bytes, credentials, or raw provider responses;
+- cleanup is retry-safe and removes thread documents before survey deletion.

package/package.json

@@ -1,10 +1,11 @@
 {
   "name": "@case-framework/survey-assistant",
-  "version": "0.1.0",
+  "version": "0.2.0",
   "description": "Shared protocol, engine, and runtime for the CASE survey assistant.",
   "license": "ISC",
   "files": [
     "dist",
+    "docs",
     "ui.css.d.ts"
   ],
   "type": "module",
@@ -96,7 +97,7 @@
     "tw-animate-css": "^1.4.0",
     "use-stick-to-bottom": "^1.1.6",
     "zod": "^4.3.6",
-    "@case-framework/ui-localization": "0.2.0"
+    "@case-framework/ui-localization": "0.2.1"
   },
   "devDependencies": {
     "@ai-sdk/react": "^4.0.10",
@@ -116,18 +117,18 @@
     "tsdown": "^0.21.10",
     "typescript": "^6.0.3",
     "vite": "^8.0.10",
-    "@case-framework/survey-core": "0.4.2"
+    "@case-framework/survey-core": "0.5.0"
   },
   "peerDependencies": {
     "@ai-sdk/react": "^4.0.10",
-    "@case-framework/survey-core": "^0.4.1",
+    "@case-framework/survey-core": "^0.4.2",
     "@mastra/ai-sdk": "^1.6.0",
     "@mastra/core": "^1.47.0",
     "@mastra/memory": "^1.21.2",
     "@mastra/pg": "^1.14.2",
     "ai": "^7.0.15",
-    "react": ">=18.2.0",
-    "react-dom": ">=18.2.0"
+    "react": ">=19.2.0",
+    "react-dom": ">=19.2.0"
   },
   "peerDependenciesMeta": {
     "@mastra/ai-sdk": {
@@ -161,6 +162,7 @@
     "typecheck": "tsc --noEmit",
     "check:imports": "node scripts/check-protocol-imports.mjs",
     "check:next-host": "node scripts/check-next-host-fixture.mjs",
-    "check": "pnpm typecheck && pnpm build && pnpm check:imports && pnpm test"
+    "check": "pnpm typecheck && pnpm build && pnpm check:imports && pnpm test",
+    "check:release": "pnpm check && pnpm check:next-host"
   }
 }

package/dist/authoring-references-Cy8J-DWt.d.mts

@@ -1,48 +0,0 @@
-//#region src/server/authoring-references.d.ts
-declare const surveyAuthoringReferenceTopics: readonly ["core-rules", "survey-data-model", "source-material-surveys", "localization", "rich-text-content", "item-types", "embedded-forms", "expressions", "assistant-operations", "survey-quality"];
-type SurveyAuthoringReferenceTopic = (typeof surveyAuthoringReferenceTopics)[number];
-declare const surveyAuthoringReferences: {
-  readonly "core-rules": {
-    readonly title: "Core authoring rules";
-    readonly content: string;
-  };
-  readonly "survey-data-model": {
-    readonly title: "Survey data model";
-    readonly content: string;
-  };
-  readonly "source-material-surveys": {
-    readonly title: "Source-material survey implementation";
-    readonly content: string;
-  };
-  readonly localization: {
-    readonly title: "Survey localization";
-    readonly content: string;
-  };
-  readonly "rich-text-content": {
-    readonly title: "Rich text content";
-    readonly content: string;
-  };
-  readonly "item-types": {
-    readonly title: "Item types";
-    readonly content: string;
-  };
-  readonly "embedded-forms": {
-    readonly title: "Choice option embedded forms";
-    readonly content: string;
-  };
-  readonly expressions: {
-    readonly title: "Expressions";
-    readonly content: string;
-  };
-  readonly "assistant-operations": {
-    readonly title: "Assistant operations";
-    readonly content: string;
-  };
-  readonly "survey-quality": {
-    readonly title: "Survey quality review";
-    readonly content: string;
-  };
-};
-//#endregion
-export { surveyAuthoringReferenceTopics as n, surveyAuthoringReferences as r, SurveyAuthoringReferenceTopic as t };
-//# sourceMappingURL=authoring-references-Cy8J-DWt.d.mts.map

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package/dist/controller-proxy-Duxo2IFE.mjs.map

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getModelId?.();\n    return readSurveyAssistantJson(\n      await fetch(api, {\n        body: JSON.stringify({\n          taskId,\n          input,\n          context,\n          ...(options?.mode ? { mode: options.mode } : {}),\n          ...(modelId ? { modelId } : {}),\n        }),\n        headers: { \"content-type\": \"application/json\" },\n        method: \"POST\",\n        signal: options?.signal,\n      }),\n      \"The survey assistant task could not be completed.\",\n    );\n  };\n\n  return {\n    async suggestItemKey(input, context, options) {\n      return surveyAssistantSuggestItemKeyResultSchema.parse(\n        await run(\"suggest-item-key\", input, context, options),\n      );\n    },\n    async suggestItemLabel(input, context, options) {\n      return surveyAssistantSuggestItemLabelResultSchema.parse(\n        await run(\"suggest-item-label\", input, context, options),\n      );\n    },\n    async translateContent(input, context, options) {\n      return surveyAssistantTranslateContentResultSchema.parse(\n        await run(\"translate-content\", input, context, options),\n      );\n    },\n  };\n};\n\nexport const createSurveyAssistantTaskExecutor = (\n  options: SurveyAssistantTaskClientOptions = {},\n): SurveyAssistantTaskExecutor => {\n  const client = createSurveyAssistantTaskClient(options);\n  const executionOptions = (\n    request?: SurveyAssistantTaskExecutorRequestOptions,\n    cache?: SurveyAssistantTaskExecutorCacheContext,\n  ): SurveyAssistantTaskExecutionOptions => ({\n    mode: request?.mode,\n    modelId: cache?.cacheScope,\n    signal: request?.signal,\n  });\n\n  return {\n    suggestItemKey: (input, context, request, cache) =>\n      client.suggestItemKey(input, context, executionOptions(request, cache)),\n    suggestItemLabel: (input, context, request, cache) =>\n      client.suggestItemLabel(input, context, executionOptions(request, cache)),\n    translateContent: (input, context, request, cache) =>\n      client.translateContent(input, context, executionOptions(request, cache)),\n  };\n};\n","import type { SurveyApplyResult, SurveyBatchApplyResult, SurveyChangeSet } from \"../protocol\";\nimport type { SurveyAssistantController } from \"./controller\";\n\nexport interface CreateSurveyAssistantControllerProxyOptions {\n  notReadyMessage?: string;\n}\n\nexport interface SurveyAssistantControllerBridge {\n  controller: SurveyAssistantController;\n  setController(controller: SurveyAssistantController | null | undefined): void;\n}\n\nconst failedResult = (change: SurveyChangeSet, message: string): SurveyApplyResult => ({\n  status: \"failed\",\n  changeId: change.id,\n  summary: change.summary,\n  message,\n  appliedOperations: 0,\n});\n\nexport const createSurveyAssistantControllerProxy = (\n  getController: () => SurveyAssistantController | null | undefined,\n  {\n    notReadyMessage = \"The survey editor is not ready.\",\n  }: CreateSurveyAssistantControllerProxyOptions = {},\n): SurveyAssistantController => ({\n  getSnapshot: () => getController()?.getSnapshot() ?? 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