@open-agreements/open-agreements 0.3.0 → 0.4.0

package/dist/core/checklist/docx-import.d.ts

@@ -0,0 +1,50 @@
+/**
+ * Checklist DOCX import/diff module.
+ *
+ * Parses a rendered closing-checklist DOCX and produces RFC 6902 patch
+ * operations representing human edits to the document.
+ *
+ * Processes 5-column Documents, 5-column Action Items, and 5-column Issues tables.
+ */
+import type { ClosingChecklist } from './schemas.js';
+import type { ChecklistPatchEnvelope } from './patch-schemas.js';
+export interface DocxImportOptions {
+    docxBuffer: Buffer;
+    canonicalChecklist: ClosingChecklist;
+    checklistId: string;
+    currentRevision: number;
+}
+export type DocxImportWarningCode = 'SUB_ROW_CHANGED' | 'ROW_REORDERED' | 'UNSUPPORTED_EDIT' | 'UNKNOWN_ID' | 'DUPLICATE_ID' | 'NEW_ROW_ADDED' | 'DISPLAY_ROW_SKIPPED';
+export interface DocxImportWarning {
+    code: DocxImportWarningCode;
+    table: 'documents' | 'action_items' | 'issues';
+    message: string;
+    rowIndex?: number;
+    column?: string;
+}
+export interface DocxImportSummary {
+    documentsProcessed: number;
+    actionItemsProcessed: number;
+    issuesProcessed: number;
+    operationsGenerated: number;
+    warningsGenerated: number;
+}
+export interface DocxImportResult {
+    ok: true;
+    patch: ChecklistPatchEnvelope | null;
+    warnings: DocxImportWarning[];
+    summary: DocxImportSummary;
+}
+export type DocxImportErrorCode = 'TABLE_NOT_FOUND' | 'MERGED_CELLS' | 'PARSE_FAILED' | 'VERSION_MISMATCH' | 'ID_COLUMN_MISSING';
+export interface DocxImportFailure {
+    ok: false;
+    error_code: DocxImportErrorCode;
+    message: string;
+}
+export type DocxImportOutcome = DocxImportResult | DocxImportFailure;
+/**
+ * Import a rendered closing-checklist DOCX and produce a patch envelope
+ * representing the differences from the canonical checklist state.
+ */
+export declare function importChecklistFromDocx(options: DocxImportOptions): DocxImportOutcome;
+//# sourceMappingURL=docx-import.d.ts.map

package/dist/core/checklist/docx-import.d.ts.map

@@ -0,0 +1 @@
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package/dist/core/checklist/docx-import.js

@@ -0,0 +1,613 @@
+/**
+ * Checklist DOCX import/diff module.
+ *
+ * Parses a rendered closing-checklist DOCX and produces RFC 6902 patch
+ * operations representing human edits to the document.
+ *
+ * Processes 5-column Documents, 5-column Action Items, and 5-column Issues tables.
+ */
+import AdmZip from 'adm-zip';
+import { DOMParser } from '@xmldom/xmldom';
+import { extractTables, } from '@usejunior/docx-core';
+import { reverseHumanStatus } from './status-labels.js';
+import { DOCUMENTS_HEADERS, ACTION_ITEMS_HEADERS, ISSUES_HEADERS, classifyRow, extractRenderVersion, } from './docx-table-helpers.js';
+// ---------------------------------------------------------------------------
+// Parsing helpers
+// ---------------------------------------------------------------------------
+/**
+ * Parse the merged Responsible column: "Entity (Individual)" format.
+ * Uses the canonical shape to disambiguate single-token text.
+ *
+ * Known limitation: when canonical has both org and individual, any
+ * parenthesized text is split — e.g. "Acme (Delaware)" would be parsed as
+ * org="Acme", individual="Delaware". This is inherent to the format; the
+ * canonical shape is the best available disambiguation signal.
+ */
+function parseResponsibleColumn(text, canonical) {
+    const trimmed = text.trim();
+    if (!trimmed)
+        return { organization: null, individual_name: null };
+    // Only attempt "Entity (Individual)" split when canonical has BOTH fields
+    const hasBoth = canonical?.organization && canonical?.individual_name;
+    if (hasBoth) {
+        const parenIdx = trimmed.lastIndexOf('(');
+        if (parenIdx > 0 && trimmed.endsWith(')')) {
+            const org = trimmed.slice(0, parenIdx).trim();
+            const individual = trimmed.slice(parenIdx + 1, -1).trim();
+            return { organization: org || null, individual_name: individual || null };
+        }
+    }
+    // No parens or single-field canonical — use canonical shape as tiebreaker
+    if (canonical) {
+        if (canonical.organization && !canonical.individual_name) {
+            return { organization: trimmed, individual_name: null };
+        }
+        if (canonical.individual_name && !canonical.organization) {
+            return { organization: null, individual_name: trimmed };
+        }
+    }
+    // Default (no canonical or canonical has both but no parens): treat as org
+    return { organization: trimmed, individual_name: null };
+}
+function toArray(collection) {
+    return Array.isArray(collection) ? collection : Object.values(collection);
+}
+// ---------------------------------------------------------------------------
+// Table extraction from DOCX buffer
+// ---------------------------------------------------------------------------
+function parseDocxXml(buffer) {
+    const zip = new AdmZip(buffer);
+    const entry = zip.getEntry('word/document.xml');
+    if (!entry)
+        throw new Error('word/document.xml not found in DOCX');
+    const xmlStr = entry.getData().toString('utf-8');
+    return new DOMParser().parseFromString(xmlStr, 'text/xml');
+}
+function findExtractedTable(result, targetHeaders) {
+    return result.tables.find((t) => {
+        if (t.headers.length !== targetHeaders.length)
+            return false;
+        return t.headers.every((h, i) => h === targetHeaders[i]);
+    }) ?? null;
+}
+// ---------------------------------------------------------------------------
+// Documents table import
+// ---------------------------------------------------------------------------
+function importDocumentsTable(table, checklist, ops, warnings) {
+    const entries = toArray(checklist.checklist_entries);
+    const documents = toArray(checklist.documents);
+    const entriesById = new Map(entries.map((e) => [e.entry_id, e]));
+    const documentsById = new Map(documents.map((d) => [d.document_id, d]));
+    const seenIds = new Set();
+    let processed = 0;
+    for (let i = 0; i < table.rows.length; i++) {
+        const row = table.rows[i];
+        const entryId = row['ID']?.trim() ?? '';
+        const titleText = row['Title']?.trim() ?? '';
+        // Skip stage headings and sub-rows
+        const rowType = classifyRow(entryId, titleText);
+        if (rowType === 'stage_heading')
+            continue;
+        // Sub-rows: detect changes and emit warnings
+        if (rowType !== 'main_entry' && rowType !== 'unknown') {
+            // Sub-rows are read-only
+            if (titleText || row['Status']?.trim()) {
+                warnings.push({
+                    code: 'SUB_ROW_CHANGED',
+                    table: 'documents',
+                    message: `Sub-row at index ${i} (${rowType}) is read-only`,
+                    rowIndex: i,
+                });
+            }
+            continue;
+        }
+        // Empty-ID unknown rows: display-only, skip with info warning
+        if (!entryId && rowType === 'unknown') {
+            warnings.push({
+                code: 'DISPLAY_ROW_SKIPPED',
+                table: 'documents',
+                message: `Row ${i} has empty ID — display-only row skipped`,
+                rowIndex: i,
+            });
+            continue;
+        }
+        // ID integrity policy
+        if (!entryId) {
+            warnings.push({
+                code: 'NEW_ROW_ADDED',
+                table: 'documents',
+                message: `Row ${i} has empty ID — new row addition not supported for documents table`,
+                rowIndex: i,
+            });
+            continue;
+        }
+        if (seenIds.has(entryId)) {
+            warnings.push({
+                code: 'DUPLICATE_ID',
+                table: 'documents',
+                message: `Duplicate ID "${entryId}" at row ${i} — skipping`,
+                rowIndex: i,
+            });
+            continue;
+        }
+        seenIds.add(entryId);
+        const entry = entriesById.get(entryId);
+        if (!entry) {
+            warnings.push({
+                code: 'UNKNOWN_ID',
+                table: 'documents',
+                message: `Unknown entry ID "${entryId}" at row ${i} — skipping`,
+                rowIndex: i,
+            });
+            continue;
+        }
+        processed++;
+        // Compare and generate replace ops
+        // Title (strip NBSP indent for comparison)
+        const cleanTitle = titleText.replace(/^\u00A0+/, '').trim();
+        if (cleanTitle && cleanTitle !== entry.title) {
+            ops.push({
+                op: 'replace',
+                path: `/checklist_entries/${entryId}/title`,
+                value: cleanTitle,
+                rationale: 'DOCX import: title changed',
+            });
+        }
+        // Status
+        const statusText = row['Status']?.trim() ?? '';
+        if (statusText) {
+            const enumStatus = reverseHumanStatus(statusText);
+            if (enumStatus && enumStatus !== entry.status) {
+                ops.push({
+                    op: 'replace',
+                    path: `/checklist_entries/${entryId}/status`,
+                    value: enumStatus,
+                    rationale: 'DOCX import: status changed',
+                });
+            }
+        }
+        // Link → ChecklistDocument.primary_link
+        const linkText = row['Link']?.trim() ?? '';
+        const doc = entry.document_id ? documentsById.get(entry.document_id) : null;
+        if (doc) {
+            const currentLink = doc.primary_link ?? '';
+            if (linkText !== currentLink) {
+                ops.push({
+                    op: linkText ? 'replace' : 'remove',
+                    path: `/documents/${doc.document_id}/primary_link`,
+                    ...(linkText ? { value: linkText } : {}),
+                    rationale: 'DOCX import: link changed',
+                });
+            }
+        }
+        // Responsible → merged "Entity (Individual)" column
+        const responsibleText = row['Responsible']?.trim() ?? '';
+        const parsed = parseResponsibleColumn(responsibleText, entry.responsible_party);
+        const currentOrg = entry.responsible_party?.organization ?? '';
+        const currentIndividual = entry.responsible_party?.individual_name ?? '';
+        if ((parsed.organization ?? '') !== currentOrg || (parsed.individual_name ?? '') !== currentIndividual) {
+            if (!entry.responsible_party && (parsed.organization || parsed.individual_name)) {
+                // Create new responsible_party (never touch role)
+                ops.push({
+                    op: 'replace',
+                    path: `/checklist_entries/${entryId}/responsible_party`,
+                    value: {
+                        ...(parsed.organization ? { organization: parsed.organization } : {}),
+                        ...(parsed.individual_name ? { individual_name: parsed.individual_name } : {}),
+                    },
+                    rationale: 'DOCX import: responsible party added',
+                });
+            }
+            else if (entry.responsible_party) {
+                // Clearing entire responsible_party
+                if (!parsed.organization && !parsed.individual_name && !responsibleText) {
+                    ops.push({
+                        op: 'remove',
+                        path: `/checklist_entries/${entryId}/responsible_party`,
+                        rationale: 'DOCX import: responsible party cleared',
+                    });
+                }
+                else {
+                    // Update individual fields (never touch role)
+                    if ((parsed.organization ?? '') !== currentOrg) {
+                        if (parsed.organization) {
+                            ops.push({
+                                op: 'replace',
+                                path: `/checklist_entries/${entryId}/responsible_party/organization`,
+                                value: parsed.organization,
+                                rationale: 'DOCX import: organization changed',
+                            });
+                        }
+                        else {
+                            ops.push({
+                                op: 'remove',
+                                path: `/checklist_entries/${entryId}/responsible_party/organization`,
+                                rationale: 'DOCX import: organization cleared',
+                            });
+                        }
+                    }
+                    if ((parsed.individual_name ?? '') !== currentIndividual) {
+                        if (parsed.individual_name) {
+                            ops.push({
+                                op: 'replace',
+                                path: `/checklist_entries/${entryId}/responsible_party/individual_name`,
+                                value: parsed.individual_name,
+                                rationale: 'DOCX import: individual_name changed',
+                            });
+                        }
+                        else {
+                            ops.push({
+                                op: 'remove',
+                                path: `/checklist_entries/${entryId}/responsible_party/individual_name`,
+                                rationale: 'DOCX import: individual_name cleared',
+                            });
+                        }
+                    }
+                }
+            }
+        }
+    }
+    return processed;
+}
+// ---------------------------------------------------------------------------
+// Action Items table import
+// ---------------------------------------------------------------------------
+function importActionItemsTable(table, checklist, ops, warnings) {
+    const actions = toArray(checklist.action_items);
+    const actionsById = new Map(actions.map((a) => [a.action_id, a]));
+    const seenIds = new Set();
+    let processed = 0;
+    for (let i = 0; i < table.rows.length; i++) {
+        const row = table.rows[i];
+        const actionId = row['ID']?.trim() ?? '';
+        // Empty ID = new row
+        if (!actionId) {
+            const description = row['Description']?.trim() ?? '';
+            if (description) {
+                const newId = `A-${Date.now()}-${i}`;
+                const statusText = row['Status']?.trim() ?? '';
+                const enumStatus = reverseHumanStatus(statusText) ?? 'NOT_STARTED';
+                ops.push({
+                    op: 'add',
+                    path: `/action_items/${newId}`,
+                    value: {
+                        action_id: newId,
+                        description,
+                        status: enumStatus,
+                        assigned_to: row['Assigned To']?.trim() ? { individual_name: row['Assigned To']?.trim() } : undefined,
+                        due_date: row['Due Date']?.trim() || undefined,
+                        related_document_ids: [],
+                        citations: [],
+                    },
+                    rationale: 'DOCX import: new action item added',
+                });
+                warnings.push({
+                    code: 'NEW_ROW_ADDED',
+                    table: 'action_items',
+                    message: `New action item "${description}" added with generated ID "${newId}"`,
+                    rowIndex: i,
+                });
+            }
+            continue;
+        }
+        if (seenIds.has(actionId)) {
+            warnings.push({
+                code: 'DUPLICATE_ID',
+                table: 'action_items',
+                message: `Duplicate ID "${actionId}" at row ${i} — skipping`,
+                rowIndex: i,
+            });
+            continue;
+        }
+        seenIds.add(actionId);
+        const action = actionsById.get(actionId);
+        if (!action) {
+            warnings.push({
+                code: 'UNKNOWN_ID',
+                table: 'action_items',
+                message: `Unknown action ID "${actionId}" at row ${i} — skipping`,
+                rowIndex: i,
+            });
+            continue;
+        }
+        processed++;
+        // Description
+        const desc = row['Description']?.trim() ?? '';
+        if (desc && desc !== action.description) {
+            ops.push({
+                op: 'replace',
+                path: `/action_items/${actionId}/description`,
+                value: desc,
+                rationale: 'DOCX import: action description changed',
+            });
+        }
+        // Status
+        const statusText = row['Status']?.trim() ?? '';
+        if (statusText) {
+            const enumStatus = reverseHumanStatus(statusText);
+            if (enumStatus && enumStatus !== action.status) {
+                ops.push({
+                    op: 'replace',
+                    path: `/action_items/${actionId}/status`,
+                    value: enumStatus,
+                    rationale: 'DOCX import: action status changed',
+                });
+            }
+        }
+        // Assigned To
+        const assignedTo = row['Assigned To']?.trim() ?? '';
+        const currentAssigned = action.assigned_to?.individual_name ?? '';
+        if (assignedTo !== currentAssigned) {
+            if (!action.assigned_to && assignedTo) {
+                ops.push({
+                    op: 'replace',
+                    path: `/action_items/${actionId}/assigned_to`,
+                    value: { individual_name: assignedTo },
+                    rationale: 'DOCX import: action assigned_to changed',
+                });
+            }
+            else if (action.assigned_to) {
+                ops.push({
+                    op: 'replace',
+                    path: `/action_items/${actionId}/assigned_to/individual_name`,
+                    value: assignedTo || undefined,
+                    rationale: 'DOCX import: action assigned_to changed',
+                });
+            }
+        }
+        // Due Date
+        const dueDate = row['Due Date']?.trim() ?? '';
+        const currentDue = action.due_date ?? '';
+        if (dueDate !== currentDue) {
+            ops.push({
+                op: dueDate ? 'replace' : 'remove',
+                path: `/action_items/${actionId}/due_date`,
+                ...(dueDate ? { value: dueDate } : {}),
+                rationale: 'DOCX import: action due_date changed',
+            });
+        }
+    }
+    // Check for removed rows
+    for (const action of actions) {
+        if (!seenIds.has(action.action_id)) {
+            ops.push({
+                op: 'remove',
+                path: `/action_items/${action.action_id}`,
+                rationale: 'DOCX import: action item removed from table',
+            });
+        }
+    }
+    return processed;
+}
+// ---------------------------------------------------------------------------
+// Issues table import
+// ---------------------------------------------------------------------------
+function importIssuesTable(table, checklist, ops, warnings) {
+    const issues = toArray(checklist.issues);
+    const issuesById = new Map(issues.map((iss) => [iss.issue_id, iss]));
+    const seenIds = new Set();
+    let processed = 0;
+    for (let i = 0; i < table.rows.length; i++) {
+        const row = table.rows[i];
+        const issueId = row['ID']?.trim() ?? '';
+        // Empty ID = new row
+        if (!issueId) {
+            const title = row['Title']?.trim() ?? '';
+            if (title) {
+                const newId = `I-${Date.now()}-${i}`;
+                const statusText = row['Status']?.trim() ?? '';
+                const enumStatus = reverseHumanStatus(statusText) ?? 'OPEN';
+                ops.push({
+                    op: 'add',
+                    path: `/issues/${newId}`,
+                    value: {
+                        issue_id: newId,
+                        title,
+                        status: enumStatus,
+                        summary: row['Summary']?.trim() || undefined,
+                        related_document_ids: [],
+                        citations: [],
+                    },
+                    rationale: 'DOCX import: new issue added',
+                });
+                warnings.push({
+                    code: 'NEW_ROW_ADDED',
+                    table: 'issues',
+                    message: `New issue "${title}" added with generated ID "${newId}"`,
+                    rowIndex: i,
+                });
+            }
+            continue;
+        }
+        if (seenIds.has(issueId)) {
+            warnings.push({
+                code: 'DUPLICATE_ID',
+                table: 'issues',
+                message: `Duplicate ID "${issueId}" at row ${i} — skipping`,
+                rowIndex: i,
+            });
+            continue;
+        }
+        seenIds.add(issueId);
+        const issue = issuesById.get(issueId);
+        if (!issue) {
+            warnings.push({
+                code: 'UNKNOWN_ID',
+                table: 'issues',
+                message: `Unknown issue ID "${issueId}" at row ${i} — skipping`,
+                rowIndex: i,
+            });
+            continue;
+        }
+        processed++;
+        // Title
+        const title = row['Title']?.trim() ?? '';
+        if (title && title !== issue.title) {
+            ops.push({
+                op: 'replace',
+                path: `/issues/${issueId}/title`,
+                value: title,
+                rationale: 'DOCX import: issue title changed',
+            });
+        }
+        // Status
+        const statusText = row['Status']?.trim() ?? '';
+        if (statusText) {
+            const enumStatus = reverseHumanStatus(statusText);
+            if (enumStatus && enumStatus !== issue.status) {
+                ops.push({
+                    op: 'replace',
+                    path: `/issues/${issueId}/status`,
+                    value: enumStatus,
+                    rationale: 'DOCX import: issue status changed',
+                });
+            }
+        }
+        // Summary
+        const summary = row['Summary']?.trim() ?? '';
+        const currentSummary = issue.summary ?? '';
+        if (summary !== currentSummary) {
+            ops.push({
+                op: summary ? 'replace' : 'remove',
+                path: `/issues/${issueId}/summary`,
+                ...(summary ? { value: summary } : {}),
+                rationale: 'DOCX import: issue summary changed',
+            });
+        }
+        // Citation (latest citation text)
+        const citationText = row['Citation']?.trim() ?? '';
+        const currentCitations = issue.citations ?? [];
+        const currentLatestCitation = currentCitations.length > 0
+            ? (currentCitations[currentCitations.length - 1].text ?? currentCitations[currentCitations.length - 1].ref ?? '')
+            : '';
+        if (citationText && citationText !== currentLatestCitation) {
+            // Add a new citation
+            ops.push({
+                op: 'add',
+                path: `/issues/${issueId}/citations/-`,
+                value: { text: citationText },
+                rationale: 'DOCX import: issue citation updated',
+            });
+        }
+    }
+    // Check for removed rows
+    for (const issue of issues) {
+        if (!seenIds.has(issue.issue_id)) {
+            ops.push({
+                op: 'remove',
+                path: `/issues/${issue.issue_id}`,
+                rationale: 'DOCX import: issue removed from table',
+            });
+        }
+    }
+    return processed;
+}
+// ---------------------------------------------------------------------------
+// Main import function
+// ---------------------------------------------------------------------------
+/**
+ * Import a rendered closing-checklist DOCX and produce a patch envelope
+ * representing the differences from the canonical checklist state.
+ */
+export function importChecklistFromDocx(options) {
+    const { docxBuffer, canonicalChecklist, checklistId, currentRevision } = options;
+    // Parse DOCX XML
+    let xmlDoc;
+    try {
+        xmlDoc = parseDocxXml(docxBuffer);
+    }
+    catch (err) {
+        return {
+            ok: false,
+            error_code: 'PARSE_FAILED',
+            message: `Failed to parse DOCX: ${err instanceof Error ? err.message : String(err)}`,
+        };
+    }
+    // Check render version marker
+    const renderVersion = extractRenderVersion(xmlDoc);
+    if (renderVersion !== 'closing-checklist') {
+        return {
+            ok: false,
+            error_code: 'VERSION_MISMATCH',
+            message: 'DOCX is missing render version marker (closing-checklist). Was this rendered with the current template?',
+        };
+    }
+    // Use docx-core extractTables on the raw DOM
+    // We need to use the xmldom Document as a DOM Document
+    const extractResult = extractTables(xmlDoc, {
+        rejectMergedCells: true,
+        headerFilter: [DOCUMENTS_HEADERS, ACTION_ITEMS_HEADERS, ISSUES_HEADERS],
+    });
+    // Check for merged cell errors
+    if (extractResult.mergedCellDiagnostics.length > 0) {
+        return {
+            ok: false,
+            error_code: 'MERGED_CELLS',
+            message: `DOCX contains merged cells which cannot be safely parsed (${extractResult.mergedCellDiagnostics.length} merged cells detected)`,
+        };
+    }
+    const docsTable = findExtractedTable(extractResult, DOCUMENTS_HEADERS);
+    const actionsTable = findExtractedTable(extractResult, ACTION_ITEMS_HEADERS);
+    const issuesTable = findExtractedTable(extractResult, ISSUES_HEADERS);
+    if (!docsTable && !actionsTable && !issuesTable) {
+        return {
+            ok: false,
+            error_code: 'TABLE_NOT_FOUND',
+            message: 'No recognized checklist tables found in DOCX. Expected 5-column headers (ID | Title | Link | Status | Responsible).',
+        };
+    }
+    const ops = [];
+    const warnings = [];
+    // Filter out control rows from extracted tables
+    // (docx-core extractTables gives us raw data; control rows have {FOR / {END-FOR text)
+    function filterControlRows(table) {
+        const filteredRows = table.rows.filter((row) => {
+            const firstCell = Object.values(row)[0] ?? '';
+            if (firstCell.trim().startsWith('{FOR') || firstCell.trim().startsWith('{END-FOR')) {
+                return false;
+            }
+            return true;
+        });
+        return { ...table, rows: filteredRows };
+    }
+    let documentsProcessed = 0;
+    let actionItemsProcessed = 0;
+    let issuesProcessed = 0;
+    if (docsTable) {
+        const filtered = filterControlRows(docsTable);
+        documentsProcessed = importDocumentsTable(filtered, canonicalChecklist, ops, warnings);
+    }
+    if (actionsTable) {
+        const filtered = filterControlRows(actionsTable);
+        actionItemsProcessed = importActionItemsTable(filtered, canonicalChecklist, ops, warnings);
+    }
+    if (issuesTable) {
+        const filtered = filterControlRows(issuesTable);
+        issuesProcessed = importIssuesTable(filtered, canonicalChecklist, ops, warnings);
+    }
+    // Build patch envelope
+    const patch = ops.length > 0
+        ? {
+            patch_id: `docx-import-${checklistId}-${Date.now()}`,
+            mode: 'APPLY',
+            expected_revision: currentRevision,
+            operations: ops,
+            source_event: {
+                provider: 'docx-import',
+            },
+        }
+        : null;
+    return {
+        ok: true,
+        patch,
+        warnings,
+        summary: {
+            documentsProcessed,
+            actionItemsProcessed,
+            issuesProcessed,
+            operationsGenerated: ops.length,
+            warningsGenerated: warnings.length,
+        },
+    };
+}
+//# sourceMappingURL=docx-import.js.map