@open-agreements/open-agreements 0.2.0

package/dist/core/selector.js

@@ -0,0 +1,323 @@
+/**
+ * Declarative option selection for DOCX templates.
+ *
+ * Handles radio-button `( )` and checkbox `[ ]` option groups in table cells.
+ * A per-template `selections.json` config defines groups, and this module
+ * deletes unselected options + their sub-clauses from the DOCX XML before filling.
+ */
+import { readFileSync, writeFileSync } from 'node:fs';
+import { z } from 'zod';
+import AdmZip from 'adm-zip';
+import { DOMParser, XMLSerializer } from '@xmldom/xmldom';
+import { enumerateTextParts, getGeneralTextPartNames } from './recipe/ooxml-parts.js';
+const W_NS = 'http://schemas.openxmlformats.org/wordprocessingml/2006/main';
+// ---------------------------------------------------------------------------
+// Schema
+// ---------------------------------------------------------------------------
+const TriggerSchema = z.union([
+    z.literal('default'),
+    z.object({ field: z.string(), equals: z.union([z.string(), z.boolean()]) }),
+    z.object({ field: z.string() }),
+]);
+const OptionSchema = z.object({
+    marker: z.string(),
+    trigger: TriggerSchema,
+});
+const GroupSchema = z.object({
+    id: z.string(),
+    type: z.enum(['radio', 'checkbox']),
+    options: z.array(OptionSchema).min(2),
+});
+export const SelectionsConfigSchema = z.object({
+    groups: z.array(GroupSchema).min(1),
+});
+// ---------------------------------------------------------------------------
+// Loader
+// ---------------------------------------------------------------------------
+export function loadSelectionsConfig(path) {
+    const raw = readFileSync(path, 'utf-8');
+    return SelectionsConfigSchema.parse(JSON.parse(raw));
+}
+// ---------------------------------------------------------------------------
+// Helpers
+// ---------------------------------------------------------------------------
+/** Extract paragraph text by concatenating all <w:t> elements. */
+function extractParagraphText(para) {
+    if (!para.getElementsByTagNameNS)
+        return '';
+    const tElements = para.getElementsByTagNameNS(W_NS, 't');
+    const parts = [];
+    for (let i = 0; i < tElements.length; i++) {
+        parts.push(tElements[i].textContent ?? '');
+    }
+    return parts.join('').trim();
+}
+/** Check if a paragraph's text starts with a radio or checkbox marker. */
+const MARKER_RE = /^\(\s*x?\s*\)|^\[\s*x?\s*\]|^[\u2610\u2611\u2612]/i;
+function hasOptionPrefix(text) {
+    return MARKER_RE.test(text);
+}
+/** Update a paragraph's marker prefix to checked state. */
+function setChecked(para, type) {
+    const tElements = para.getElementsByTagNameNS(W_NS, 't');
+    if (tElements.length === 0)
+        return;
+    // Reconstruct the full text from all <w:t> elements
+    const fullText = extractParagraphText(para);
+    if (!fullText)
+        return;
+    // Unicode ballot box: swap ☐/☒ → ☑
+    if (/^[\u2610\u2612]/.test(fullText)) {
+        for (let i = 0; i < tElements.length; i++) {
+            const content = tElements[i].textContent ?? '';
+            if (/[\u2610\u2612]/.test(content)) {
+                tElements[i].textContent = content.replace(/[\u2610\u2612]/, '\u2611');
+                return;
+            }
+        }
+        return;
+    }
+    // Determine marker style from the paragraph text first. Some templates use
+    // square-bracket markers ([ ]) with radio semantics.
+    let openBracket = '[';
+    let closeBracket = ']';
+    if (/\(\s*[xX]?\s*\)/.test(fullText)) {
+        openBracket = '(';
+        closeBracket = ')';
+    }
+    else if (/\[\s*[xX]?\s*\]/.test(fullText)) {
+        openBracket = '[';
+        closeBracket = ']';
+    }
+    else if (type === 'radio') {
+        openBracket = '(';
+        closeBracket = ')';
+    }
+    const checkedPrefix = openBracket === '(' ? '( x )' : '[ x ]';
+    // Walk through <w:t> elements to find and replace the marker
+    let foundOpen = false;
+    let foundClose = false;
+    const tToBlank = [];
+    for (let i = 0; i < tElements.length; i++) {
+        const t = tElements[i];
+        const content = t.textContent ?? '';
+        if (!foundOpen) {
+            const openIdx = content.indexOf(openBracket);
+            if (openIdx >= 0) {
+                foundOpen = true;
+                // Check if close bracket is in the same <w:t>
+                const closeIdx = content.indexOf(closeBracket, openIdx + 1);
+                if (closeIdx >= 0) {
+                    // Both brackets in same element — simple replacement
+                    const before = content.substring(0, openIdx);
+                    const after = content.substring(closeIdx + 1);
+                    t.textContent = before + checkedPrefix + after;
+                    foundClose = true;
+                    break;
+                }
+                else {
+                    // Open bracket found, close bracket in a later element
+                    t.textContent = content.substring(0, openIdx) + checkedPrefix;
+                }
+            }
+        }
+        else if (!foundClose) {
+            const closeIdx = content.indexOf(closeBracket);
+            if (closeIdx >= 0) {
+                // Found the closing bracket — keep everything after it
+                t.textContent = content.substring(closeIdx + 1);
+                foundClose = true;
+                break;
+            }
+            else {
+                // Between open and close — blank out this text node
+                tToBlank.push(t);
+            }
+        }
+    }
+    // Blank out intermediate text nodes (between open and close brackets)
+    for (const t of tToBlank) {
+        t.textContent = '';
+    }
+}
+/** Evaluate a trigger against fill data. */
+function triggerFires(trigger, data) {
+    if (trigger === 'default')
+        return false; // default never "fires" — it's the fallback
+    if ('equals' in trigger) {
+        const val = data[trigger.field];
+        return val !== undefined && val !== '' && String(val) === String(trigger.equals);
+    }
+    // { field: "x" } — truthy check
+    const val = data[trigger.field];
+    return val !== undefined && val !== '' && val !== false && val !== 'false';
+}
+// ---------------------------------------------------------------------------
+// Core algorithm
+// ---------------------------------------------------------------------------
+/**
+ * Apply option selections to a DOCX buffer and return the modified buffer.
+ *
+ * For each group in the config:
+ * 1. Find option paragraphs by marker text + radio/checkbox prefix
+ * 2. Verify they share the same table cell
+ * 3. Classify paragraphs as header, option, or sub-clause
+ * 4. Evaluate triggers to determine selected options
+ * 5. Remove unselected options + sub-clauses
+ * 6. Mark selected options as checked
+ */
+export async function applySelections(inputPath, outputPath, config, data) {
+    const inputBuf = readFileSync(inputPath);
+    const zip = new AdmZip(inputBuf);
+    const parser = new DOMParser();
+    const serializer = new XMLSerializer();
+    const parts = enumerateTextParts(zip);
+    const partNames = getGeneralTextPartNames(parts);
+    let modified = false;
+    for (const partName of partNames) {
+        const entry = zip.getEntry(partName);
+        if (!entry)
+            continue;
+        const xml = entry.getData().toString('utf-8');
+        const doc = parser.parseFromString(xml, 'text/xml');
+        for (const group of config.groups) {
+            const result = processGroup(doc, group, data);
+            if (result)
+                modified = true;
+        }
+        if (modified) {
+            const outXml = serializer.serializeToString(doc);
+            zip.updateFile(partName, Buffer.from(outXml, 'utf-8'));
+        }
+    }
+    // Rebuild zip from scratch (adm-zip data descriptor workaround)
+    const outZip = new AdmZip();
+    for (const entry of zip.getEntries()) {
+        outZip.addFile(entry.entryName, entry.getData());
+    }
+    const outBuf = outZip.toBuffer();
+    writeFileSync(outputPath, outBuf);
+}
+/**
+ * Process a single option group within a parsed XML document.
+ * Returns true if any modifications were made.
+ */
+function processGroup(doc, group, data) {
+    // Step 1: Find paragraphs matching each option's marker
+    const allParagraphs = doc.getElementsByTagNameNS(W_NS, 'p');
+    const optionMatches = [];
+    for (let oi = 0; oi < group.options.length; oi++) {
+        const option = group.options[oi];
+        for (let pi = 0; pi < allParagraphs.length; pi++) {
+            const para = allParagraphs[pi];
+            const text = extractParagraphText(para);
+            if (text && hasOptionPrefix(text) && text.includes(option.marker)) {
+                optionMatches.push({ para, optionIndex: oi });
+                break; // first match per option
+            }
+        }
+    }
+    // If we couldn't find all option markers, skip this group
+    if (optionMatches.length < 2)
+        return false;
+    // Step 2: Verify all matched paragraphs share the same parent <w:tc>
+    const cells = optionMatches.map((m) => findAncestor(m.para, 'tc'));
+    const cell = cells[0];
+    if (!cell || !cells.every((c) => c === cell))
+        return false;
+    // Step 3: Collect all <w:p> in this cell and classify them
+    const cellParas = cell.getElementsByTagNameNS(W_NS, 'p');
+    const classified = [];
+    let currentOwner = -1; // -1 = header
+    for (let i = 0; i < cellParas.length; i++) {
+        const p = cellParas[i];
+        const match = optionMatches.find((m) => m.para === p);
+        if (match) {
+            currentOwner = match.optionIndex;
+            classified.push({ para: p, ownerOptionIndex: currentOwner, isOption: true });
+        }
+        else {
+            classified.push({ para: p, ownerOptionIndex: currentOwner, isOption: false });
+        }
+    }
+    // Step 4: Evaluate triggers to determine selected options
+    const selectedIndices = new Set();
+    if (group.type === 'radio') {
+        // Radio: first trigger that fires wins; if none, use default
+        let found = false;
+        for (let i = 0; i < group.options.length; i++) {
+            if (triggerFires(group.options[i].trigger, data)) {
+                selectedIndices.add(i);
+                found = true;
+                break;
+            }
+        }
+        if (!found) {
+            // Find the default option
+            const defaultIdx = group.options.findIndex((o) => o.trigger === 'default');
+            if (defaultIdx >= 0)
+                selectedIndices.add(defaultIdx);
+        }
+    }
+    else {
+        // Checkbox: select each option whose trigger fires
+        for (let i = 0; i < group.options.length; i++) {
+            if (group.options[i].trigger === 'default') {
+                // Default for checkbox: selected if no other option fires
+                // (evaluated after checking all others)
+                continue;
+            }
+            if (triggerFires(group.options[i].trigger, data)) {
+                selectedIndices.add(i);
+            }
+        }
+        // Handle defaults for checkbox
+        if (selectedIndices.size === 0) {
+            for (let i = 0; i < group.options.length; i++) {
+                if (group.options[i].trigger === 'default') {
+                    selectedIndices.add(i);
+                }
+            }
+        }
+    }
+    // Step 5 & 6: Remove unselected options + sub-clauses, mark selected as checked
+    let madeChanges = false;
+    for (const item of classified) {
+        if (item.ownerOptionIndex === -1)
+            continue; // header — always keep
+        if (selectedIndices.has(item.ownerOptionIndex)) {
+            // Selected: mark the option paragraph as checked
+            if (item.isOption) {
+                setChecked(item.para, group.type);
+                madeChanges = true;
+            }
+        }
+        else {
+            // Unselected: remove paragraph
+            item.para.parentNode?.removeChild(item.para);
+            madeChanges = true;
+        }
+    }
+    // Ensure at least one <w:p> remains in the cell (OOXML requirement)
+    const remainingParas = cell.getElementsByTagNameNS(W_NS, 'p');
+    if (remainingParas.length === 0) {
+        const newP = doc.createElementNS(W_NS, 'w:p');
+        cell.appendChild(newP);
+    }
+    return madeChanges;
+}
+/** Walk up the DOM to find an ancestor with the given local name. */
+function findAncestor(node, localName) {
+    let current = node.parentNode;
+    while (current) {
+        if (current.nodeType === 1) {
+            const element = current;
+            if (element.localName === localName && element.namespaceURI === W_NS) {
+                return element;
+            }
+        }
+        current = current.parentNode;
+    }
+    return null;
+}
+//# sourceMappingURL=selector.js.map

package/dist/core/selector.js.map

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package/dist/core/unified-pipeline.d.ts

@@ -0,0 +1,53 @@
+/**
+ * Unified fill pipeline — shared orchestration for all three fill paths
+ * (bundled templates, external/vendored, and recipes).
+ *
+ * Each path is now a thin wrapper that builds PipelineOptions and calls
+ * runFillPipeline(). The data-prep and fill steps come from fill-pipeline.ts;
+ * this module handles the surrounding orchestration: temp dir, copy, clean→patch,
+ * selections, fill, verify, cleanup.
+ */
+import type { FieldDefinition, CleanConfig } from './metadata.js';
+import type { SelectionsConfig } from './selector.js';
+import type { VerifyResult } from './recipe/types.js';
+export interface PipelineOptions {
+    inputPath: string;
+    outputPath: string;
+    values: Record<string, unknown>;
+    fields: FieldDefinition[];
+    requiredFieldNames?: string[];
+    cleanPatch?: {
+        cleanConfig: CleanConfig;
+        replacements: Record<string, string>;
+    };
+    selectionsConfig?: SelectionsConfig;
+    coerceBooleans?: boolean;
+    computeDisplayFields?: (data: Record<string, unknown>) => void;
+    fixSmartQuotes?: boolean;
+    verify: (outputPath: string) => VerifyResult | Promise<VerifyResult>;
+    postProcess?: (outputPath: string) => void | Promise<void>;
+    keepIntermediate?: boolean;
+}
+export interface PipelineResult {
+    outputPath: string;
+    fieldsUsed: string[];
+    stages?: {
+        clean: string;
+        patch: string;
+        fill: string;
+    };
+}
+/**
+ * Run the unified fill pipeline:
+ * 1. Create temp dir
+ * 2. Copy inputPath → temp source.docx
+ * 3. If cleanPatch: clean → patch
+ * 4. prepareFillData (useBlankPlaceholder: true)
+ * 5. If selectionsConfig: apply selections
+ * 6. fillDocx → temp filled.docx
+ * 7. Copy filled.docx → outputPath
+ * 8. Run verify(outputPath), warn on failures
+ * 9. Cleanup temp dir (unless keepIntermediate)
+ */
+export declare function runFillPipeline(options: PipelineOptions): Promise<PipelineResult>;
+//# sourceMappingURL=unified-pipeline.d.ts.map

package/dist/core/unified-pipeline.d.ts.map

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package/dist/core/unified-pipeline.js

@@ -0,0 +1,107 @@
+/**
+ * Unified fill pipeline — shared orchestration for all three fill paths
+ * (bundled templates, external/vendored, and recipes).
+ *
+ * Each path is now a thin wrapper that builds PipelineOptions and calls
+ * runFillPipeline(). The data-prep and fill steps come from fill-pipeline.ts;
+ * this module handles the surrounding orchestration: temp dir, copy, clean→patch,
+ * selections, fill, verify, cleanup.
+ */
+import { readFileSync, writeFileSync, copyFileSync, mkdtempSync, rmSync } from 'node:fs';
+import { join } from 'node:path';
+import { tmpdir } from 'node:os';
+import { prepareFillData, fillDocx } from './fill-pipeline.js';
+import { cleanDocument } from './recipe/cleaner.js';
+import { patchDocument } from './recipe/patcher.js';
+import { applySelections } from './selector.js';
+/**
+ * Run the unified fill pipeline:
+ * 1. Create temp dir
+ * 2. Copy inputPath → temp source.docx
+ * 3. If cleanPatch: clean → patch
+ * 4. prepareFillData (useBlankPlaceholder: true)
+ * 5. If selectionsConfig: apply selections
+ * 6. fillDocx → temp filled.docx
+ * 7. Copy filled.docx → outputPath
+ * 8. Run verify(outputPath), warn on failures
+ * 9. Cleanup temp dir (unless keepIntermediate)
+ */
+export async function runFillPipeline(options) {
+    const { inputPath, outputPath, values, fields, requiredFieldNames = [], cleanPatch, selectionsConfig, coerceBooleans = false, computeDisplayFields, fixSmartQuotes = false, verify, postProcess, keepIntermediate = false, } = options;
+    const tempDir = mkdtempSync(join(tmpdir(), 'fill-pipeline-'));
+    let stages;
+    try {
+        // Step 2: Copy source to temp dir
+        const sourcePath = join(tempDir, 'source.docx');
+        copyFileSync(inputPath, sourcePath);
+        // Step 3: Clean → Patch (if configured)
+        let currentPath = sourcePath;
+        if (cleanPatch) {
+            const cleanedPath = join(tempDir, 'cleaned.docx');
+            await cleanDocument(sourcePath, cleanedPath, cleanPatch.cleanConfig);
+            const patchedPath = join(tempDir, 'patched.docx');
+            await patchDocument(cleanedPath, patchedPath, cleanPatch.replacements);
+            currentPath = patchedPath;
+            stages = { clean: cleanedPath, patch: patchedPath, fill: '' };
+        }
+        // Step 4: Prepare fill data
+        const data = prepareFillData({
+            values,
+            fields,
+            requiredFieldNames,
+            useBlankPlaceholder: true,
+            coerceBooleans,
+            computeDisplayFields,
+        });
+        // Step 5: Read current buffer; apply selections if configured
+        let templateBuf = readFileSync(currentPath);
+        if (selectionsConfig) {
+            const preSelectPath = join(tempDir, 'pre-select.docx');
+            const postSelectPath = join(tempDir, 'post-select.docx');
+            writeFileSync(preSelectPath, templateBuf);
+            await applySelections(preSelectPath, postSelectPath, selectionsConfig, data);
+            templateBuf = readFileSync(postSelectPath);
+        }
+        // Step 6: Fill
+        const filledBuf = await fillDocx({
+            templateBuffer: templateBuf,
+            data,
+            fixSmartQuotes,
+        });
+        const filledPath = join(tempDir, 'filled.docx');
+        writeFileSync(filledPath, filledBuf);
+        if (stages) {
+            stages.fill = filledPath;
+        }
+        // Step 7: Copy to output
+        copyFileSync(filledPath, outputPath);
+        // Optional post-processing for recipe-specific normalization.
+        if (postProcess) {
+            await postProcess(outputPath);
+        }
+        // Step 8: Verify
+        const verifyResult = await verify(outputPath);
+        if (!verifyResult.passed) {
+            const failures = verifyResult.checks
+                .filter((c) => !c.passed)
+                .map((c) => `${c.name}: ${c.details ?? 'failed'}`)
+                .join('; ');
+            console.warn(`Warning: verification issues: ${failures}`);
+        }
+        if (keepIntermediate) {
+            console.log(`Intermediate files preserved at: ${tempDir}`);
+        }
+        return {
+            outputPath,
+            fieldsUsed: Object.keys(data),
+            stages,
+        };
+    }
+    finally {
+        // Step 9: Cleanup
+        if (!keepIntermediate) {
+            rmSync(tempDir, { recursive: true, force: true });
+        }
+    }
+}
+//# sourceMappingURL=unified-pipeline.js.map

package/dist/core/unified-pipeline.js.map

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package/dist/core/validation/external.d.ts

@@ -0,0 +1,16 @@
+export interface ExternalValidationResult {
+    externalId: string;
+    valid: boolean;
+    errors: string[];
+    warnings: string[];
+}
+/**
+ * Validate an external template directory:
+ * - metadata.yaml validates against ExternalMetadataSchema
+ * - template.docx exists and SHA-256 matches source_sha256
+ * - replacements.json is present and valid
+ * - clean.json is valid if present
+ * - Replacement targets reference metadata fields
+ */
+export declare function validateExternal(externalDir: string, externalId: string): ExternalValidationResult;
+//# sourceMappingURL=external.d.ts.map

package/dist/core/validation/external.d.ts.map

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package/dist/core/validation/external.js

@@ -0,0 +1,114 @@
+import { existsSync, readFileSync } from 'node:fs';
+import { join } from 'node:path';
+import { createHash } from 'node:crypto';
+import { validateExternalMetadata, loadExternalMetadata, CleanConfigSchema } from '../metadata.js';
+import { parseReplacementKey } from '../recipe/replacement-keys.js';
+/** Pattern for valid template tags within replacement values */
+const TAG_RE = /\{[a-z_][a-z0-9_]*\}/g;
+/** Pattern for any curly-brace token */
+const ANY_BRACE_RE = /\{[^}]+\}/g;
+/** Only simple identifiers inside braces are allowed */
+const SAFE_TAG_RE = /^\{[a-z_][a-z0-9_]*\}$/;
+/**
+ * Validate an external template directory:
+ * - metadata.yaml validates against ExternalMetadataSchema
+ * - template.docx exists and SHA-256 matches source_sha256
+ * - replacements.json is present and valid
+ * - clean.json is valid if present
+ * - Replacement targets reference metadata fields
+ */
+export function validateExternal(externalDir, externalId) {
+    const errors = [];
+    const warnings = [];
+    // Validate metadata
+    const metaResult = validateExternalMetadata(externalDir);
+    if (!metaResult.valid) {
+        errors.push(...metaResult.errors.map((e) => `metadata: ${e}`));
+        return { externalId, valid: false, errors, warnings };
+    }
+    const metadata = loadExternalMetadata(externalDir);
+    // Validate template.docx exists
+    const docxPath = join(externalDir, 'template.docx');
+    if (!existsSync(docxPath)) {
+        errors.push('template.docx not found');
+        return { externalId, valid: false, errors, warnings };
+    }
+    // SHA-256 integrity check
+    const docxBuf = readFileSync(docxPath);
+    const actualHash = createHash('sha256').update(docxBuf).digest('hex');
+    if (actualHash !== metadata.source_sha256) {
+        errors.push(`DOCX integrity check failed:\n` +
+            `    Expected SHA-256: ${metadata.source_sha256}\n` +
+            `    Actual SHA-256:   ${actualHash}`);
+    }
+    // Validate replacements.json
+    const replacementsPath = join(externalDir, 'replacements.json');
+    if (!existsSync(replacementsPath)) {
+        errors.push('replacements.json not found (required for external templates)');
+    }
+    else {
+        try {
+            const raw = readFileSync(replacementsPath, 'utf-8');
+            const replacements = JSON.parse(raw);
+            if (typeof replacements !== 'object' || replacements === null) {
+                errors.push('replacements.json must be a JSON object');
+            }
+            else {
+                const metadataFieldNames = new Set(metadata.fields.map((f) => f.name));
+                for (const [key, value] of Object.entries(replacements)) {
+                    if (typeof value !== 'string') {
+                        errors.push(`replacements.json: value for "${key}" must be a string`);
+                        continue;
+                    }
+                    const tags = value.match(TAG_RE);
+                    if (!tags || tags.length === 0) {
+                        errors.push(`replacements.json: value for "${key}" must contain at least one {identifier} tag, got "${value}"`);
+                    }
+                    const allBraces = value.match(ANY_BRACE_RE);
+                    if (allBraces) {
+                        for (const token of allBraces) {
+                            if (!SAFE_TAG_RE.test(token)) {
+                                errors.push(`replacements.json: unsafe tag "${token}" in value for "${key}". Only {identifier} tags allowed.`);
+                            }
+                        }
+                    }
+                    // For qualified keys, check against the searchText, not the full key.
+                    // Nth keys use single-shot replacement so they can't loop — skip the check.
+                    const parsed = parseReplacementKey(key, value);
+                    if (parsed.type === 'simple' && value.includes(parsed.searchText)) {
+                        errors.push(`replacements.json: value for "${key}" contains the key itself (would cause infinite loop)`);
+                    }
+                    else if (parsed.type === 'context' && value.includes(parsed.searchText)) {
+                        errors.push(`replacements.json: value for "${key}" contains the search text "${parsed.searchText}" (would cause infinite loop)`);
+                    }
+                    // nth keys: no infinite-loop check needed (single-shot replacement)
+                    // Check field coverage
+                    if (tags) {
+                        for (const tag of tags) {
+                            const fieldName = tag.slice(1, -1);
+                            if (!metadataFieldNames.has(fieldName)) {
+                                warnings.push(`Replacement target {${fieldName}} not found in metadata fields`);
+                            }
+                        }
+                    }
+                }
+            }
+        }
+        catch (err) {
+            errors.push(`replacements.json: ${err.message}`);
+        }
+    }
+    // Validate clean.json if present
+    const cleanPath = join(externalDir, 'clean.json');
+    if (existsSync(cleanPath)) {
+        try {
+            const raw = readFileSync(cleanPath, 'utf-8');
+            CleanConfigSchema.parse(JSON.parse(raw));
+        }
+        catch {
+            errors.push('clean.json: invalid format');
+        }
+    }
+    return { externalId, valid: errors.length === 0, errors, warnings };
+}
+//# sourceMappingURL=external.js.map

package/dist/core/validation/external.js.map

@@ -0,0 +1 @@
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