@case-framework/survey-assistant 0.2.3 → 0.4.0

package/docs/integration.md

@@ -7,7 +7,7 @@ storage credentials, logs, and deployment policy.
 
 ## Compatibility and release gate
 
-- Node.js 20 or newer and standard Web `Request`/`Response` route handlers.
+- Node.js 22.13.0 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.
@@ -25,17 +25,22 @@ 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:
+Load YAML in the server-only host, then pass the parsed object and environment to
+the package-owned validator. The package deliberately does not choose a file
+path or read the filesystem:
 
 ```ts
 import { Mastra } from "@mastra/core/mastra";
+import fs from "node:fs";
+import YAML from "yaml";
 import {
   createSurveyAssistantRuntime,
-  parseSurveyAssistantEnvironment,
+  parseSurveyAssistantConfigurationDocument,
 } from "@case-framework/survey-assistant/server/runtime";
 import { createSurveyAssistantPostgresRuntime } from "@case-framework/survey-assistant/storage/postgres";
 
-const config = parseSurveyAssistantEnvironment(process.env);
+const document = YAML.parse(fs.readFileSync(process.env.SURVEY_ASSISTANT_CONFIG_PATH!, "utf8"));
+const config = parseSurveyAssistantConfigurationDocument(document, process.env);
 const assistant = createSurveyAssistantRuntime(config);
 const postgres = createSurveyAssistantPostgresRuntime({
   store: { id: "survey-assistant", connectionString: process.env.DATABASE_URL! },
@@ -47,48 +52,83 @@ const mastra = new Mastra({
 });
 ```
 
-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=...
-```
+The repository's Survey Editor development host keeps
+`config/survey-assistant.yaml` out of Git. Bootstrap it with:
 
-One deployment uses one provider. For OpenAI, Mistral, and Azure,
-`SURVEY_ASSISTANT_MODEL`, `SURVEY_ASSISTANT_MODELS`, `SURVEY_ASSISTANT_TASK_MODEL`,
-and `SURVEY_ASSISTANT_MEMORY_MODEL` contain bare model or deployment ids, not
-`provider/model` strings. Provider-prefixed values fail at startup.
-
-LM Studio is available as an opt-in local development provider through Mastra's
-built-in OpenAI-compatible model configuration. Set an explicit native model id;
-the endpoint defaults to LM Studio's standard local server:
-
-```dotenv
-SURVEY_ASSISTANT_PROVIDER=lmstudio
-SURVEY_ASSISTANT_MODEL=qwen/qwen3.6-27b
-SURVEY_ASSISTANT_MODELS=qwen/qwen3.6-27b,qwen/qwen3.6-35b-a3b
-# SURVEY_ASSISTANT_LMSTUDIO_BASE_URL=http://127.0.0.1:1234/v1
-# SURVEY_ASSISTANT_LMSTUDIO_API_KEY=
+```bash
+cp apps/survey-editor/config/survey-assistant.example.yaml \
+  apps/survey-editor/config/survey-assistant.yaml
 ```
 
-LM Studio model ids are passed through verbatim and may contain slashes. The
-configured model list remains the server-owned allowlist; the integration does
-not discover or expose every model loaded in the local server.
+The tracked example is deliberately generic. Treat the copied file as
+machine-local deployment policy and keep all secrets in `.env.local` or the
+deployment secret store.
+
+### Configuration file contract
+
+The document selects exactly one active provider. Models are nested beneath
+their provider, retain their array order in the picker, and declare runtime
+roles locally:
+
+```yaml
+version: 1
+activeProvider: openai
+providers:
+  openai:
+    type: openai
+    apiKeyEnv: OPENAI_API_KEY
+    options:
+      reasoningEffort: low
+      reasoningSummary: detailed
+      parallelToolCalls: false
+    models:
+      - id: gpt-5.4-nano
+        label: GPT-5.4 Nano
+        roles: [chat-picker, chat-default, memory]
+      - id: gpt-5.4
+        label: GPT-5.4
+        roles: [chat-picker]
+```
 
-`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.
+`version` is currently `1`. `activeProvider` references a key under `providers`;
+that key is a local name and does not need to match its `type`. Supported types
+are `openai`, `mistral`, `azure-openai`, and `lmstudio`:
+
+- OpenAI and Mistral require `apiKeyEnv`.
+- LM Studio accepts `baseUrl`, `apiKeyEnv`, and `apiKeyOptional`.
+- Azure OpenAI requires `resourceName` and `apiKeyEnv`. Its optional
+  `apiVersion` is `v1` or `preview` and defaults to `v1`.
+
+For Azure, keep the model's stable application-facing value in `id` and put the
+Azure deployment name in `upstreamModel`. The tracked example contains a full
+Azure provider block. Set `activeProvider: azure` in the deployment copy and
+provide `AZURE_API_KEY` (or change `apiKeyEnv` to the deployment's secret name).
+
+`apiKeyEnv` contains an environment-variable name, never a secret value. Only
+the active provider's referenced credentials are required, although every
+provider and model is structurally validated.
+
+Exactly one model must have `chat-default`, and it must also have
+`chat-picker`. `task-default` is optional; without it, tasks follow the selected
+chat model. Exactly one `memory` model is required when memory is enabled. A
+model can carry several roles. `upstreamModel` separates a stable application id
+from an Azure deployment or native LM Studio id when necessary. LM Studio ids
+may contain slashes; standard provider and Azure upstream ids must not include a
+provider prefix.
+
+Provider options are inherited by every model and can be overridden in a
+model's `options`. Secrets remain in the environment referenced by `apiKeyEnv`.
+Only the active provider's secret is required. `SURVEY_ASSISTANT_ENABLED` is an
+optional operational override; provider, model, role, memory, request-limit, and
+execution policy remains document-owned.
+
+The shared option keys are `parallelToolCalls`, `reasoningEffort`,
+`reasoningSummary`, `promptCacheKey`, `promptCacheRetention`, `serviceTier`, and
+`textVerbosity`. Provider validation rejects known-incompatible combinations;
+for example, cache, reasoning-summary, and text-verbosity options are supported
+by OpenAI and Azure OpenAI, while `serviceTier` is supported only by OpenAI.
+Consult the installed provider SDK before choosing provider-specific
+`reasoningEffort` values.
 
 The default observational-memory instructions retain user requirements, actual
 completion state, concrete validation/runtime failures, and actionable recovery
@@ -96,27 +136,8 @@ guidance. Unsupported assistant refusals or speculative claims about tool
 availability, payload size, or inability to retry are not promoted into durable
 task constraints.
 
-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_FIRST_RESPONSE_TIMEOUT_MS=900000
-SURVEY_ASSISTANT_IDLE_TIMEOUT_MS=300000
-SURVEY_ASSISTANT_MAX_DURATION_MS=3600000
-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
-```
+`parseSurveyAssistantEnvironment` remains available as a compatibility adapter
+for existing hosts. New integrations should use the versioned document.
 
 Chat execution uses three complementary limits. The first-response timeout
 covers model loading and prompt processing until meaningful output begins. The

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@case-framework/survey-assistant",
-  "version": "0.2.3",
+  "version": "0.4.0",
   "description": "Shared protocol, engine, and runtime for the CASE survey assistant.",
   "license": "ISC",
   "files": [
@@ -90,45 +90,48 @@
     "clsx": "^2.1.1",
     "lucide-react": "^1.11.0",
     "motion": "^12.42.2",
-    "radix-ui": "^1.6.1",
+    "radix-ui": "^1.6.7",
     "shiki": "^4.3.0",
     "streamdown": "2.5.0",
     "tailwind-merge": "^3.5.0",
     "tw-animate-css": "^1.4.0",
     "use-stick-to-bottom": "^1.1.6",
-    "zod": "^4.3.6",
+    "zod": "^4.4.3",
     "@case-framework/ui-localization": "0.2.1"
   },
   "devDependencies": {
-    "@ai-sdk/react": "^4.0.10",
+    "@ai-sdk/react": "^4.0.55",
     "@jest/globals": "30.3.0",
-    "@mastra/ai-sdk": "^1.6.0",
-    "@mastra/core": "^1.47.0",
-    "@mastra/memory": "^1.21.2",
-    "@mastra/pg": "^1.14.2",
+    "@mastra/ai-sdk": "^1.7.1",
+    "@mastra/core": "^1.56.0",
+    "@mastra/memory": "^1.25.0",
+    "@mastra/pg": "^1.19.0",
     "@tailwindcss/vite": "^4.3.2",
     "@types/jest": "^30.0.0",
     "@types/node": "^25.6.0",
-    "@types/react": "^19.2.14",
-    "ai": "^7.0.15",
+    "@types/react": "^19.2.18",
+    "@types/react-test-renderer": "19.1.0",
+    "ai": "^7.0.52",
     "jest": "^30.3.0",
-    "react": "~19.2.5",
+    "react": "~19.2.8",
+    "react-dom": "~19.2.8",
+    "react-test-renderer": "19.2.8",
     "ts-jest": "^29.4.9",
     "tsdown": "^0.21.10",
     "typescript": "^6.0.3",
     "vite": "^8.0.10",
-    "@case-framework/survey-core": "0.6.1"
+    "@case-framework/survey-core": "0.6.2"
   },
   "peerDependencies": {
-    "@ai-sdk/react": "^4.0.10",
-    "@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",
+    "@ai-sdk/react": "^4.0.55",
+    "@mastra/ai-sdk": "^1.7.1",
+    "@mastra/core": "^1.56.0",
+    "@mastra/memory": "^1.25.0",
+    "@mastra/pg": "^1.19.0",
+    "ai": "^7.0.52",
     "react": ">=19.2.0",
     "react-dom": ">=19.2.0",
-    "@case-framework/survey-core": "0.6.1"
+    "@case-framework/survey-core": "0.6.2"
   },
   "peerDependenciesMeta": {
     "@mastra/ai-sdk": {
@@ -156,6 +159,9 @@
       "optional": true
     }
   },
+  "engines": {
+    "node": ">=22.13.0"
+  },
   "scripts": {
     "build": "tsdown && vite build --config vite.ui.config.ts",
     "test": "jest --config jest.config.cjs --runInBand",

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package/dist/controller-proxy-DY36XFV3.mjs.map

@@ -1 +0,0 @@
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The prompt-derived automatic title is used by default. */\n  title?: string;\n  /** Turn-local editor context merged into the snapshot captured when the prompt is submitted. */\n  uiContext?: SurveyAssistantLaunchUIContext;\n}\n\nexport interface SurveyAssistantThreadLauncher {\n  /**\n   * Creates a new thread and submits its first prompt when a connected panel is ready.\n   * Calls made before the panel mounts are queued.\n   */\n  startThread(input: SurveyAssistantThreadLaunch): Promise<SurveyAssistantThread>;\n}\n\ntype LaunchHandler = (input: SurveyAssistantThreadLaunch) => Promise<SurveyAssistantThread>;\n\ninterface PendingLaunch {\n  input: SurveyAssistantThreadLaunch;\n  reject(error: unknown): void;\n  resolve(thread: SurveyAssistantThread): void;\n}\n\ninterface LauncherState {\n  handler: LaunchHandler | null;\n  pending: PendingLaunch[];\n  draining: boolean;\n}\n\nconst launcherStates = new WeakMap<SurveyAssistantThreadLauncher, LauncherState>();\n\nexport const applySurveyAssistantLaunchUIContext = (\n  snapshot: SurveyAssistantSnapshot | null,\n  uiContext: SurveyAssistantLaunchUIContext | undefined,\n): SurveyAssistantSnapshot | null =>\n  snapshot && uiContext\n    ? {\n        ...snapshot,\n        ui: {\n          ...snapshot.ui,\n          ...uiContext,\n        },\n      }\n    : snapshot;\n\nconst getLauncherState = (launcher: SurveyAssistantThreadLauncher) => {\n  const state = launcherStates.get(launcher);\n  if (!state) {\n    throw new Error(\n      \"The survey assistant thread launcher was not created by createSurveyAssistantThreadLauncher.\",\n    );\n  }\n  return state;\n};\n\nconst drainPendingLaunches = async (state: LauncherState) => {\n  if (state.draining) return;\n  state.draining = true;\n  try {\n    while (state.handler && state.pending.length > 0) {\n      const pending = state.pending.shift();\n      if (!pending) continue;\n      try {\n        pending.resolve(await state.handler(pending.input));\n      } catch (error) {\n        pending.reject(error);\n      }\n    }\n  } finally {\n    state.draining = false;\n  }\n};\n\nexport const createSurveyAssistantThreadLauncher = (): SurveyAssistantThreadLauncher => {\n  const state: LauncherState = { handler: null, pending: [], draining: false };\n  const launcher: SurveyAssistantThreadLauncher = {\n    startThread(input) {\n      const prompt = input.prompt.trim();\n      if (!prompt && (input.files?.length ?? 0) === 0) {\n        return Promise.reject(new Error(\"A survey assistant prompt or attachment is required.\"));\n      }\n\n      return new Promise((resolve, reject) => {\n        state.pending.push({\n          input: {\n            ...input,\n            prompt,\n            ...(input.files ? { files: [...input.files] } : {}),\n            ...(input.title ? { title: input.title.trim() } : {}),\n          },\n          reject,\n          resolve,\n        });\n        void drainPendingLaunches(state);\n      });\n    },\n  };\n  launcherStates.set(launcher, state);\n  return launcher;\n};\n\nexport const connectSurveyAssistantThreadLauncher = (\n  launcher: SurveyAssistantThreadLauncher,\n  handler: LaunchHandler,\n) => {\n  const state = getLauncherState(launcher);\n  if (state.handler && state.handler !== handler) {\n    throw new Error(\"A survey assistant thread launcher can only control one mounted panel.\");\n  }\n  state.handler = handler;\n  void drainPendingLaunches(state);\n\n  return () => {\n    if (state.handler === handler) state.handler = null;\n  };\n};\n","import {\n  surveyAssistantSuggestItemKeyResultSchema,\n  surveyAssistantSuggestItemLabelResultSchema,\n  surveyAssistantTranslateContentResultSchema,\n  type SurveyAssistantSuggestItemKeyInput,\n  type SurveyAssistantSuggestItemKeyResult,\n  type SurveyAssistantSuggestItemLabelInput,\n  type SurveyAssistantSuggestItemLabelResult,\n  type SurveyAssistantTaskContext,\n  type SurveyAssistantTaskInvocationMode,\n  type SurveyAssistantTranslateContentInput,\n  type SurveyAssistantTranslateContentResult,\n} from \"../protocol\";\nimport { readSurveyAssistantJson } from \"./client-error\";\n\nexport interface SurveyAssistantTaskClientOptions {\n  api?: string;\n  getModelId?: () => string | undefined;\n  resourceId?: string;\n  surveyId?: string;\n}\n\nexport interface SurveyAssistantTaskExecutionOptions {\n  mode?: SurveyAssistantTaskInvocationMode;\n  modelId?: string;\n  signal?: AbortSignal;\n}\n\nexport interface SurveyAssistantTaskClient {\n  suggestItemKey(\n    input: SurveyAssistantSuggestItemKeyInput,\n    context: SurveyAssistantTaskContext,\n    options?: SurveyAssistantTaskExecutionOptions,\n  ): Promise<SurveyAssistantSuggestItemKeyResult>;\n  suggestItemLabel(\n    input: SurveyAssistantSuggestItemLabelInput,\n    context: SurveyAssistantTaskContext,\n    options?: SurveyAssistantTaskExecutionOptions,\n  ): Promise<SurveyAssistantSuggestItemLabelResult>;\n  translateContent(\n    input: SurveyAssistantTranslateContentInput,\n    context: SurveyAssistantTaskContext,\n    options?: SurveyAssistantTaskExecutionOptions,\n  ): Promise<SurveyAssistantTranslateContentResult>;\n}\n\nexport interface SurveyAssistantTaskExecutorRequestOptions {\n  mode?: SurveyAssistantTaskInvocationMode;\n  signal?: AbortSignal;\n}\n\nexport interface SurveyAssistantTaskExecutorCacheContext {\n  cacheScope?: string;\n}\n\nexport interface SurveyAssistantTaskExecutor {\n  suggestItemKey(\n    input: SurveyAssistantSuggestItemKeyInput,\n    context: SurveyAssistantTaskContext,\n    options?: SurveyAssistantTaskExecutorRequestOptions,\n    cache?: SurveyAssistantTaskExecutorCacheContext,\n  ): Promise<SurveyAssistantSuggestItemKeyResult>;\n  suggestItemLabel(\n    input: SurveyAssistantSuggestItemLabelInput,\n    context: SurveyAssistantTaskContext,\n    options?: SurveyAssistantTaskExecutorRequestOptions,\n    cache?: SurveyAssistantTaskExecutorCacheContext,\n  ): Promise<SurveyAssistantSuggestItemLabelResult>;\n  translateContent(\n    input: SurveyAssistantTranslateContentInput,\n    context: SurveyAssistantTaskContext,\n    options?: SurveyAssistantTaskExecutorRequestOptions,\n    cache?: SurveyAssistantTaskExecutorCacheContext,\n  ): Promise<SurveyAssistantTranslateContentResult>;\n}\n\nexport const createSurveyAssistantTaskClient = ({\n  api = \"/api/survey-assistant/tasks\",\n  getModelId,\n  resourceId,\n  surveyId,\n}: SurveyAssistantTaskClientOptions = {}): SurveyAssistantTaskClient => {\n  const run = async (\n    taskId: \"suggest-item-key\" | \"suggest-item-label\" | \"translate-content\",\n    input: unknown,\n    context: SurveyAssistantTaskContext,\n    options?: SurveyAssistantTaskExecutionOptions,\n  ) => {\n    const modelId = options?.modelId ?? 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          ...(resourceId ? { resourceId } : {}),\n          ...(surveyId ? { surveyId } : {}),\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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