@case-framework/survey-assistant 0.5.0 → 0.7.0

package/docs/integration.md

@@ -73,6 +73,8 @@ roles locally:
 ```yaml
 version: 1
 activeProvider: openai
+supportBundle:
+  enabled: true
 providers:
   openai:
     type: openai
@@ -122,6 +124,13 @@ 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.
 
+Support-bundle export is enabled by default. Set `supportBundle.enabled: false`
+in the configuration document to remove the built-in panel actions and reject
+package preparation or generation calls that receive the disabled config.
+`SURVEY_ASSISTANT_SUPPORT_BUNDLE_ENABLED` is an optional strict boolean
+operational override. Both values are resolved by the package configuration
+parser.
+
 #### Optional experimental-identity rollout gate
 
 Importing hosts can pass `requireExperimentalIdentityOptIn: true` as a third
@@ -288,9 +297,26 @@ const assistant = useSurveyEditorAssistantIntegration({
   applyPolicy="auto"
   controller={assistant.controller}
   onSettleApply={persistAndAuditAssistantApply}
+  supportBundle={{
+    enabled: supportBundleEnabled,
+    hostBuildVersion: deploymentRelease,
+    supportEmail: "survey-support@example.org",
+  }}
 />;
 ```
 
+Resolve `config.supportBundle.enabled` in server-only host code and pass that
+boolean through the server-to-client boundary as `supportBundleEnabled`. Do not
+send the complete runtime config to the browser because it contains
+server-only provider credentials.
+
+The assistant controller requires `getSnapshot()` and
+`applyAssistantChanges(changes)`. The session passes all authorized change sets
+in one call, including a one-element array for a single change set. Return one
+result per change set with its original ID, including any failed changes; the
+session settles only when every result is applied. The shared Survey Editor
+provides this adapter through its normal mutation and undo/redo path.
+
 `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
@@ -306,6 +332,20 @@ silently discarding a requested approval. Use `"deny"` for read-only
 deployments. These policies do not remove inspection, chat, tasks, or
 attachments.
 
+Support bundles include the Survey Assistant package version automatically. Set
+`supportBundle.hostBuildVersion` to the host's release tag or commit so a
+customer export identifies the deployed application code as well. The optional
+`supportEmail` enables the post-download email draft; it does not upload or
+attach the bundle automatically. Do not expose credentials or other secrets in
+these values.
+
+When `supportBundle.enabled` is false, the package removes both the history
+action and the error-state export action. Its preparation and generation APIs
+also reject when passed the same disabled config. A custom export integration
+must pass the resolved config to those APIs; the setting is not a browser
+security boundary against arbitrary host-authored code. The size estimator
+returns `0` and the mailto helper returns `undefined` for a disabled config.
+
 The client carries the latest unsuccessful post-generation outcome into the
 next request. This lets the model distinguish a server-validated draft from a
 change that was later rejected by the editor, declined during review, or left
@@ -316,9 +356,9 @@ bounded lifecycle evidence, not an authorization input.
 
 ## 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.
+Uploads remain enabled by default for PDF, JPEG, and PNG. 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;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@case-framework/survey-assistant",
-  "version": "0.5.0",
+  "version": "0.7.0",
   "description": "Shared protocol, engine, and runtime for the CASE survey assistant.",
   "license": "ISC",
   "files": [
@@ -85,9 +85,12 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
+    "@case-framework/survey-items": "0.1.0",
+    "@case-framework/ui-localization": "0.2.1",
     "@radix-ui/react-use-controllable-state": "^1.2.3",
     "class-variance-authority": "^0.7.1",
     "clsx": "^2.1.1",
+    "fflate": "^0.8.3",
     "lucide-react": "^1.11.0",
     "motion": "^12.42.2",
     "radix-ui": "^1.6.7",
@@ -96,22 +99,22 @@
     "tailwind-merge": "^3.5.0",
     "tw-animate-css": "^1.4.0",
     "use-stick-to-bottom": "^1.1.6",
-    "zod": "^4.4.3",
-    "@case-framework/ui-localization": "0.2.1"
+    "zod": "^4.4.3"
   },
   "devDependencies": {
-    "@ai-sdk/react": "^4.0.55",
+    "@ai-sdk/react": "^4.0.81",
+    "@case-framework/survey-core": "0.7.0",
     "@jest/globals": "30.3.0",
-    "@mastra/ai-sdk": "^1.7.1",
-    "@mastra/core": "^1.56.0",
-    "@mastra/memory": "^1.25.0",
-    "@mastra/pg": "^1.19.0",
+    "@mastra/ai-sdk": "^1.9.1",
+    "@mastra/core": "^1.61.0",
+    "@mastra/memory": "^1.27.0",
+    "@mastra/pg": "^1.21.1",
     "@tailwindcss/vite": "^4.3.2",
     "@types/jest": "^30.0.0",
     "@types/node": "^25.6.0",
     "@types/react": "^19.2.18",
     "@types/react-test-renderer": "19.1.0",
-    "ai": "^7.0.52",
+    "ai": "^7.0.78",
     "jest": "^30.3.0",
     "react": "~19.2.8",
     "react-dom": "~19.2.8",
@@ -119,19 +122,18 @@
     "ts-jest": "^29.4.9",
     "tsdown": "^0.21.10",
     "typescript": "^6.0.3",
-    "vite": "^8.0.10",
-    "@case-framework/survey-core": "0.6.2"
+    "vite": "^8.0.10"
   },
   "peerDependencies": {
-    "@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",
+    "@ai-sdk/react": "^4.0.81",
+    "@case-framework/survey-core": "^0.7.0",
+    "@mastra/ai-sdk": "^1.9.1",
+    "@mastra/core": "^1.61.0",
+    "@mastra/memory": "^1.27.0",
+    "@mastra/pg": "^1.21.1",
+    "ai": "^7.0.78",
     "react": ">=19.2.0",
-    "react-dom": ">=19.2.0",
-    "@case-framework/survey-core": "0.6.2"
+    "react-dom": ">=19.2.0"
   },
   "peerDependenciesMeta": {
     "@mastra/ai-sdk": {

package/dist/authoring-references-yyYC4Ydi.mjs

@@ -1,98 +0,0 @@
-import path, { resolve } from "node:path";
-import { fileURLToPath } from "node:url";
-import { readFileSync } from "node:fs";
-//#region ../../node_modules/.pnpm/tsdown@0.21.10_synckit@0.11.13_typescript@6.0.3/node_modules/tsdown/esm-shims.js
-const getFilename = () => fileURLToPath(import.meta.url);
-const getDirname = () => path.dirname(getFilename());
-const __dirname = /* @__PURE__ */ getDirname();
-//#endregion
-//#region src/server/authoring-references.ts
-const loadReference = (fileName) => readFileSync(resolve(__dirname, "references", fileName), "utf8").trim();
-const surveyAuthoringReferenceTopics = [
-	"core-rules",
-	"survey-data-model",
-	"source-material-surveys",
-	"localization",
-	"rich-text-content",
-	"item-types",
-	"embedded-forms",
-	"expressions",
-	"assistant-operations",
-	"fair-by-design",
-	"survey-quality"
-];
-const ITEM_TYPE_SECTION_HEADINGS = {
-	group: "group",
-	"page-break": "page-break",
-	infoItem: "infoItem",
-	choiceItem: "choiceItem",
-	formItem: "formItem"
-};
-const builtInSurveyAuthoringItemTypes = Object.freeze(Object.keys(ITEM_TYPE_SECTION_HEADINGS));
-const extractLevelTwoSection = (markdown, heading) => {
-	const lines = markdown.split("\n");
-	const sectionStart = lines.findIndex((line) => line.trim() === `## ${heading}`);
-	if (sectionStart < 0) return;
-	const nextSectionOffset = lines.slice(sectionStart + 1).findIndex((line) => line.startsWith("## "));
-	const sectionEnd = nextSectionOffset < 0 ? lines.length : sectionStart + 1 + nextSectionOffset;
-	return lines.slice(sectionStart, sectionEnd).join("\n").trim();
-};
-const surveyAuthoringReferences = {
-	"core-rules": {
-		title: "Core authoring rules",
-		content: loadReference("core-rules.md")
-	},
-	"survey-data-model": {
-		title: "Survey data model",
-		content: loadReference("survey-data-model.md")
-	},
-	"source-material-surveys": {
-		title: "Source-material survey implementation",
-		content: loadReference("source-material-surveys.md")
-	},
-	localization: {
-		title: "Survey localization",
-		content: loadReference("localization.md")
-	},
-	"rich-text-content": {
-		title: "Rich text content",
-		content: loadReference("rich-text-content.md")
-	},
-	"item-types": {
-		title: "Item types",
-		content: loadReference("item-types.md")
-	},
-	"embedded-forms": {
-		title: "Choice option embedded forms",
-		content: loadReference("embedded-forms.md")
-	},
-	expressions: {
-		title: "Expressions",
-		content: loadReference("expressions.md")
-	},
-	"assistant-operations": {
-		title: "Assistant operations",
-		content: loadReference("assistant-operations.md")
-	},
-	"fair-by-design": {
-		title: "FAIR-by-design survey authoring",
-		content: loadReference("fair-by-design.md")
-	},
-	"survey-quality": {
-		title: "Survey quality review",
-		content: loadReference("survey-quality.md")
-	}
-};
-const getBuiltInItemTypeAuthoringReference = (itemType) => {
-	const heading = ITEM_TYPE_SECTION_HEADINGS[itemType];
-	if (!heading) return;
-	const content = extractLevelTwoSection(surveyAuthoringReferences["item-types"].content, heading);
-	return content ? {
-		title: `${heading} item type`,
-		content
-	} : void 0;
-};
-//#endregion
-export { surveyAuthoringReferences as i, getBuiltInItemTypeAuthoringReference as n, surveyAuthoringReferenceTopics as r, builtInSurveyAuthoringItemTypes as t };
-
-//# sourceMappingURL=authoring-references-yyYC4Ydi.mjs.map

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-{"version":3,"file":"controller-proxy-jWIPOZAv.mjs","names":[],"sources":["../src/react/client-error.ts","../src/react/thread-launcher.ts","../src/react/task-client.ts","../src/react/controller-proxy.ts"],"sourcesContent":["import { parseSurveyAssistantError, type SurveyAssistantErrorCode } from \"../protocol\";\n\nexport class SurveyAssistantClientError extends Error {\n  readonly code: SurveyAssistantErrorCode;\n  readonly retryable: boolean;\n\n  constructor(code: SurveyAssistantErrorCode, message: string, retryable = false) {\n    super(message);\n    this.name = \"SurveyAssistantClientError\";\n    this.code = code;\n    this.retryable = retryable;\n  }\n}\n\nexport const readSurveyAssistantJson = async (\n  response: Response,\n  fallback = \"The assistant request could not be completed.\",\n) => {\n  if (!response.ok) {\n    const responseText = await response.text().catch(() => \"\");\n    let body: unknown;\n    try {\n      body = responseText ? JSON.parse(responseText) : undefined;\n    } catch {\n      body = undefined;\n    }\n    const detail =\n      typeof body === \"object\" &&\n      body !== null &&\n      \"error\" in body &&\n      typeof body.error === \"string\"\n        ? body.error\n        : responseText.trim() || fallback;\n    const parsed = parseSurveyAssistantError(\n      typeof body === \"object\" &&\n        body !== null &&\n        \"code\" in body &&\n        typeof body.code === \"string\"\n        ? { code: body.code, detail }\n        : detail,\n    );\n    const explicitRetryable =\n      typeof body === \"object\" &&\n      body !== null &&\n      \"retryable\" in body &&\n      typeof body.retryable === \"boolean\"\n        ? body.retryable\n        : undefined;\n    const retryable =\n      explicitRetryable ??\n      (parsed.code === \"rate_limited\" ||\n        ((parsed.code === \"request_failed\" || parsed.code === \"attachment_unavailable\") &&\n          response.status >= 500));\n    throw new SurveyAssistantClientError(parsed.code, parsed.detail ?? detail, retryable);\n  }\n  return response.json().catch(() => ({}));\n};\n","import type {\n  SurveyAssistantSnapshot,\n  SurveyAssistantThread,\n  SurveyEditorUIContext,\n} from \"../protocol\";\nimport type { FileUIPart } from \"ai\";\n\nexport type SurveyAssistantLaunchUIContext = Partial<Omit<SurveyEditorUIContext, \"history\">>;\n\nexport interface SurveyAssistantThreadLaunch {\n  /** User-visible prompt submitted as the first message in the new thread. */\n  prompt: string;\n  files?: FileUIPart[];\n  /** Optional model used for the opening assistant turn. */\n  modelId?: string;\n  /** Optional manual thread title. 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.modelId ? { modelId: input.modelId.trim() } : {}),\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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