hazo_collab_forms 1.12.0 → 2.0.0

package/dist/types/validation.d.ts

@@ -0,0 +1,192 @@
+/**
+ * Type definitions for Document Validation Rules feature.
+ *
+ * Validation rules define automated checks that run when documents are uploaded.
+ * Each rule contains an LLM prompt that analyzes the document and may produce
+ * ClarificationItems when issues are found.
+ */
+import type { ClarificationType, ClarificationResponseOption, ClarificationItem } from './clarification.js';
+/** A validation rule definition stored in the database */
+export interface ValidationRule {
+    /** Unique rule ID (auto-generated) */
+    id: string;
+    /** Human-readable rule name */
+    name: string;
+    /** Optional description of what this rule checks */
+    description?: string;
+    /** Document type / category this rule applies to (e.g., "payg_summary", "bank_statement") */
+    document_type: string;
+    /** @deprecated Assign rules via `validation_rules` on fields/groups instead. Kept as fallback. */
+    target_field_id?: string;
+    /** @deprecated Assign rules via `validation_rules` on fields/groups instead. Kept as fallback. */
+    target_label?: string;
+    /** LLM prompt with {{variable}} placeholders */
+    prompt: string;
+    /** Which clarification template to use when an issue is found */
+    clarification_type: ClarificationType;
+    /** Whether this rule is active */
+    enabled: boolean;
+    /** Execution priority (lower = earlier, default: 100) */
+    priority?: number;
+    /** Custom issue description (overrides template default) */
+    custom_issue_description?: string;
+    /** Custom action description (overrides template default) */
+    custom_action_description?: string;
+    /** Custom response options (overrides template defaults) */
+    custom_response_options?: ClarificationResponseOption[];
+    /** Scope filter for multi-tenant setups */
+    scope_id?: string | null;
+    /** ISO timestamp when created */
+    created_at: string;
+    /** ISO timestamp of last update */
+    changed_at: string;
+}
+/** Database record format for validation rules (element stored as JSON string) */
+export interface ValidationRuleRecord {
+    /** Database primary key */
+    id: string;
+    /** Scope filter */
+    scope_id: string | null;
+    /** Document type / category */
+    document_type: string;
+    /** Rule name */
+    name: string;
+    /** JSON-serialized rule data (everything except id, scope_id, document_type, name, timestamps) */
+    rule_data: string;
+    /** ISO timestamp when created */
+    created_at: string;
+    /** ISO timestamp of last update */
+    changed_at: string;
+}
+/** A slash command for the prompt editor (e.g., /check_coverage) */
+export interface PromptCommand {
+    /** The trigger text (e.g., "/check_coverage") */
+    trigger: string;
+    /** Display label */
+    label: string;
+    /** Prompt template that gets inserted */
+    template: string;
+    /** Optional description shown in autocomplete */
+    description?: string;
+}
+/** A variable reference for the prompt editor (e.g., @field_list) */
+export interface PromptVariable {
+    /** The trigger text (e.g., "@field_list") */
+    trigger: string;
+    /** Display label */
+    label: string;
+    /** Description of what this variable resolves to */
+    description?: string;
+}
+/** Configuration for prompt editor commands and variables */
+export interface PromptEditorConfig {
+    /** Slash commands available in the prompt editor */
+    commands: PromptCommand[];
+    /** Variable references available in the prompt editor */
+    variables: PromptVariable[];
+}
+/** A rule prepared for execution with resolved variables */
+export interface ValidationRuleExecution {
+    /** Original rule ID */
+    rule_id: string;
+    /** Rule name for error reporting */
+    name: string;
+    /** Fully substituted prompt (variables resolved) */
+    prompt: string;
+    /** Target field ID for the resulting clarification */
+    target_field_id: string;
+    /** Target field label for display */
+    target_label: string;
+    /** Template to use for resulting clarification */
+    clarification_type: ClarificationType;
+    /** Custom issue description override */
+    custom_issue_description?: string;
+    /** Custom action description override */
+    custom_action_description?: string;
+    /** Custom response options override */
+    custom_response_options?: ClarificationResponseOption[];
+}
+/** Request payload for the validation route handler */
+export interface ValidationRequest {
+    /** Base64-encoded file content (preferred over download_url) */
+    file_b64?: string;
+    /** File name for context */
+    file_name: string;
+    /** MIME type of the file */
+    mime_type: string;
+    /** URL to download the file (fallback if file_b64 not provided) */
+    download_url?: string;
+    /** Rules to execute against this document */
+    rules: ValidationRuleExecution[];
+    /** Additional variables for prompt substitution */
+    variables?: Record<string, string>;
+    /** Content tag from hazo_files (used for document_type matching and as {{document_type}} variable) */
+    content_tag?: string;
+}
+/** Result from a single rule execution */
+export interface ValidationRuleResult {
+    /** Rule ID that was executed */
+    rule_id: string;
+    /** Whether an issue was found */
+    has_issue: boolean;
+    /** LLM-generated issue description (if issue found) */
+    issue_description?: string;
+    /** Confidence score (0-1) */
+    confidence?: number;
+    /** Raw LLM response for debugging */
+    raw_response?: string;
+}
+/** Response from the validation route handler */
+export interface ValidationResponse {
+    /** Overall success status */
+    success: boolean;
+    /** Created clarification items for rules that found issues */
+    clarifications: ClarificationItem[];
+    /** Individual rule results */
+    rule_results: ValidationRuleResult[];
+    /** Errors encountered during execution */
+    errors?: Array<{
+        rule_id: string;
+        error: string;
+    }>;
+}
+/** Options for the validation route handler factory */
+export interface ValidationRouteOptions {
+    /** Path to the SQLite database for prompt lookup */
+    sqlite_path?: string;
+    /** Error callback (defaults to console.error) */
+    on_error?: (error: unknown, context: string) => void;
+}
+/** Options for the use_file_validation hook */
+export interface UseFileValidationOptions {
+    /** Whether validation is enabled */
+    enabled: boolean;
+    /** API endpoint URL for validation */
+    api_url: string;
+    /** Rules to execute (typically fetched from DB) */
+    rules: ValidationRule[];
+    /** Current form data (for variable resolution) */
+    form_data: Record<string, unknown>;
+    /** Callback when new clarifications are created */
+    on_clarifications_created?: (items: ClarificationItem[]) => void;
+    /** Additional variables for prompt substitution */
+    variables?: Record<string, string>;
+    /**
+     * Reverse map from rule ID to field info, built by build_rule_field_map().
+     * When provided, overrides rule.target_field_id with the field that references the rule.
+     */
+    rule_field_map?: Record<string, {
+        field_id: string;
+        field_label: string;
+    }>;
+}
+/** Return type for the use_file_validation hook */
+export interface UseFileValidationReturn {
+    /** Trigger validation for a file. When content_tag is provided, only rules matching that document_type are executed. */
+    validate_file: (file_b64: string, file_name: string, mime_type: string, content_tag?: string) => Promise<ClarificationItem[]>;
+    /** Whether validation is currently in progress */
+    is_validating: boolean;
+    /** Last error message (if any) */
+    last_error?: string;
+}
+//# sourceMappingURL=validation.d.ts.map

package/dist/types/validation.d.ts.map

@@ -0,0 +1 @@
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package/dist/types/validation.js

@@ -0,0 +1,9 @@
+/**
+ * Type definitions for Document Validation Rules feature.
+ *
+ * Validation rules define automated checks that run when documents are uploaded.
+ * Each rule contains an LLM prompt that analyzes the document and may produce
+ * ClarificationItems when issues are found.
+ */
+export {};
+//# sourceMappingURL=validation.js.map

package/dist/types/validation.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"validation.js","sourceRoot":"","sources":["../../src/types/validation.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG"}

package/dist/utils/build_rule_field_map.d.ts

@@ -0,0 +1,31 @@
+/**
+ * Builds a reverse mapping from validation rule IDs to field info.
+ *
+ * Walks sections -> groups -> fields, reads `validation_rules` arrays,
+ * and produces a Record<rule_id, { field_id, field_label }>.
+ *
+ * Global validation IDs map to { field_id: '__document', field_label: 'Document' }.
+ */
+export interface RuleFieldMapping {
+    field_id: string;
+    field_label: string;
+}
+interface FieldLike {
+    id: string;
+    label?: string;
+    fields?: FieldLike[];
+    validation_rules?: string[];
+}
+interface SectionLike {
+    groups?: FieldLike[];
+}
+/**
+ * Build a reverse map from validation rule IDs to the fields/groups that reference them.
+ *
+ * @param sections - Form sections containing groups and fields
+ * @param global_validations - Optional array of rule IDs that apply document-wide
+ * @returns Record mapping rule_id to { field_id, field_label }
+ */
+export declare function build_rule_field_map(sections: SectionLike[], global_validations?: string[]): Record<string, RuleFieldMapping>;
+export {};
+//# sourceMappingURL=build_rule_field_map.d.ts.map

package/dist/utils/build_rule_field_map.d.ts.map

@@ -0,0 +1 @@
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package/dist/utils/build_rule_field_map.js

@@ -0,0 +1,53 @@
+/**
+ * Builds a reverse mapping from validation rule IDs to field info.
+ *
+ * Walks sections -> groups -> fields, reads `validation_rules` arrays,
+ * and produces a Record<rule_id, { field_id, field_label }>.
+ *
+ * Global validation IDs map to { field_id: '__document', field_label: 'Document' }.
+ */
+/**
+ * Recursively walk fields and collect validation_rules mappings.
+ */
+function walk_fields(fields, map) {
+    for (const field of fields) {
+        if (field.validation_rules) {
+            for (const rule_id of field.validation_rules) {
+                map[rule_id] = {
+                    field_id: field.id,
+                    field_label: field.label ?? field.id,
+                };
+            }
+        }
+        if (field.fields) {
+            walk_fields(field.fields, map);
+        }
+    }
+}
+/**
+ * Build a reverse map from validation rule IDs to the fields/groups that reference them.
+ *
+ * @param sections - Form sections containing groups and fields
+ * @param global_validations - Optional array of rule IDs that apply document-wide
+ * @returns Record mapping rule_id to { field_id, field_label }
+ */
+export function build_rule_field_map(sections, global_validations) {
+    const map = {};
+    // Walk sections -> groups -> fields
+    for (const section of sections) {
+        if (section.groups) {
+            walk_fields(section.groups, map);
+        }
+    }
+    // Add global validations
+    if (global_validations) {
+        for (const rule_id of global_validations) {
+            map[rule_id] = {
+                field_id: '__document',
+                field_label: 'Document',
+            };
+        }
+    }
+    return map;
+}
+//# sourceMappingURL=build_rule_field_map.js.map

package/dist/utils/build_rule_field_map.js.map

@@ -0,0 +1 @@
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package/dist/utils/index.d.ts

@@ -22,6 +22,9 @@ export { evaluate_formula } from './formula.js';
 export { use_computed_fields } from './use_computed_fields.js';
 export type { ComputedFieldDef, UseComputedFieldsOptions } from './use_computed_fields.js';
 export { get_uploads_key, get_field_uploads, has_field_uploads, generate_file_id, } from './data_form_uploads.js';
+export { slugify } from './slugify.js';
+export { build_rule_field_map } from './build_rule_field_map.js';
+export type { RuleFieldMapping } from './build_rule_field_map.js';
 export { resolve_tokens, resolve_style_class, to_inline_style, create_style_resolver, merge_with_overrides, } from './style_resolver.js';
 export type { StyleResolver } from './style_resolver.js';
 //# sourceMappingURL=index.d.ts.map

package/dist/utils/index.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../src/utils/index.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,OAAO,EAAE,EAAE,EAAE,MAAM,SAAS,CAAC;AAC7B,OAAO,EAAE,eAAe,EAAE,MAAM,sBAAsB,CAAC;AACvD,YAAY,EAAE,iBAAiB,EAAE,MAAM,sBAAsB,CAAC;AAC9D,OAAO,EAAE,uBAAuB,EAAE,MAAM,8BAA8B,CAAC;AACvE,YAAY,EAAE,2BAA2B,EAAE,MAAM,8BAA8B,CAAC;AAChF,OAAO,EAAE,qBAAqB,EAAE,MAAM,4BAA4B,CAAC;AACnE,YAAY,EAAE,yBAAyB,EAAE,wBAAwB,EAAE,MAAM,4BAA4B,CAAC;AACtG,OAAO,EACL,SAAS,EACT,UAAU,EACV,QAAQ,EACR,aAAa,EACb,gBAAgB,EAChB,uBAAuB,GACxB,MAAM,kBAAkB,CAAC;AAE1B,OAAO,EACL,WAAW,EACX,iBAAiB,EACjB,mBAAmB,GACpB,MAAM,kBAAkB,CAAC;AAC1B,YAAY,EAAE,UAAU,EAAE,MAAM,kBAAkB,CAAC;AAEnD,OAAO,EACL,8BAA8B,EAC9B,8BAA8B,EAC9B,0BAA0B,EAC1B,wBAAwB,GACzB,MAAM,iCAAiC,CAAC;AAEzC,OAAO,EAAE,mBAAmB,EAAE,MAAM,0BAA0B,CAAC;AAE/D,OAAO,EACL,gBAAgB,EAChB,kBAAkB,GACnB,MAAM,uBAAuB,CAAC;AAE/B,OAAO,EAAE,eAAe,EAAE,MAAM,sBAAsB,CAAC;AACvD,YAAY,EAAE,oBAAoB,EAAE,mBAAmB,EAAE,MAAM,sBAAsB,CAAC;AAGtF,OAAO,EAAE,eAAe,EAAE,iBAAiB,EAAE,MAAM,uBAAuB,CAAC;AAG3E,OAAO,EAAE,mBAAmB,EAAE,iBAAiB,EAAE,MAAM,kBAAkB,CAAC;AAG1E,OAAO,EAAE,gBAAgB,EAAE,MAAM,cAAc,CAAC;AAGhD,OAAO,EAAE,mBAAmB,EAAE,MAAM,0BAA0B,CAAC;AAC/D,YAAY,EAAE,gBAAgB,EAAE,wBAAwB,EAAE,MAAM,0BAA0B,CAAC;AAG3F,OAAO,EACL,eAAe,EACf,iBAAiB,EACjB,iBAAiB,EACjB,gBAAgB,GACjB,MAAM,wBAAwB,CAAC;AAGhC,OAAO,EAAE,OAAO,EAAE,MAAM,cAAc,CAAC;AAGvC,OAAO,EAAE,oBAAoB,EAAE,MAAM,2BAA2B,CAAC;AACjE,YAAY,EAAE,gBAAgB,EAAE,MAAM,2BAA2B,CAAC;AAGlE,OAAO,EACL,cAAc,EACd,mBAAmB,EACnB,eAAe,EACf,qBAAqB,EACrB,oBAAoB,GACrB,MAAM,qBAAqB,CAAC;AAC7B,YAAY,EAAE,aAAa,EAAE,MAAM,qBAAqB,CAAC"}

package/dist/utils/index.js

@@ -21,6 +21,10 @@ export { evaluate_formula } from './formula.js';
 export { use_computed_fields } from './use_computed_fields.js';
 // Data form upload helpers
 export { get_uploads_key, get_field_uploads, has_field_uploads, generate_file_id, } from './data_form_uploads.js';
+// Slugify
+export { slugify } from './slugify.js';
+// Rule-to-field mapping
+export { build_rule_field_map } from './build_rule_field_map.js';
 // Style resolver
 export { resolve_tokens, resolve_style_class, to_inline_style, create_style_resolver, merge_with_overrides, } from './style_resolver.js';
 //# sourceMappingURL=index.js.map

package/dist/utils/index.js.map

@@ -1 +1 @@
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+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../src/utils/index.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,OAAO,EAAE,EAAE,EAAE,MAAM,SAAS,CAAC;AAC7B,OAAO,EAAE,eAAe,EAAE,MAAM,sBAAsB,CAAC;AAEvD,OAAO,EAAE,uBAAuB,EAAE,MAAM,8BAA8B,CAAC;AAEvE,OAAO,EAAE,qBAAqB,EAAE,MAAM,4BAA4B,CAAC;AAEnE,OAAO,EACL,SAAS,EACT,UAAU,EACV,QAAQ,EACR,aAAa,EACb,gBAAgB,EAChB,uBAAuB,GACxB,MAAM,kBAAkB,CAAC;AAE1B,OAAO,EACL,WAAW,EACX,iBAAiB,EACjB,mBAAmB,GACpB,MAAM,kBAAkB,CAAC;AAG1B,OAAO,EACL,8BAA8B,EAC9B,8BAA8B,EAC9B,0BAA0B,EAC1B,wBAAwB,GACzB,MAAM,iCAAiC,CAAC;AAEzC,OAAO,EAAE,mBAAmB,EAAE,MAAM,0BAA0B,CAAC;AAE/D,OAAO,EACL,gBAAgB,EAChB,kBAAkB,GACnB,MAAM,uBAAuB,CAAC;AAE/B,OAAO,EAAE,eAAe,EAAE,MAAM,sBAAsB,CAAC;AAGvD,uBAAuB;AACvB,OAAO,EAAE,eAAe,EAAE,iBAAiB,EAAE,MAAM,uBAAuB,CAAC;AAE3E,kBAAkB;AAClB,OAAO,EAAE,mBAAmB,EAAE,iBAAiB,EAAE,MAAM,kBAAkB,CAAC;AAE1E,qBAAqB;AACrB,OAAO,EAAE,gBAAgB,EAAE,MAAM,cAAc,CAAC;AAEhD,uBAAuB;AACvB,OAAO,EAAE,mBAAmB,EAAE,MAAM,0BAA0B,CAAC;AAG/D,2BAA2B;AAC3B,OAAO,EACL,eAAe,EACf,iBAAiB,EACjB,iBAAiB,EACjB,gBAAgB,GACjB,MAAM,wBAAwB,CAAC;AAEhC,UAAU;AACV,OAAO,EAAE,OAAO,EAAE,MAAM,cAAc,CAAC;AAEvC,wBAAwB;AACxB,OAAO,EAAE,oBAAoB,EAAE,MAAM,2BAA2B,CAAC;AAGjE,iBAAiB;AACjB,OAAO,EACL,cAAc,EACd,mBAAmB,EACnB,eAAe,EACf,qBAAqB,EACrB,oBAAoB,GACrB,MAAM,qBAAqB,CAAC"}

package/dist/utils/slugify.d.ts

@@ -0,0 +1,10 @@
+/**
+ * Converts text to a URL/ID-friendly slug.
+ * Lowercase, replaces spaces/hyphens with underscores, removes special chars, collapses underscores.
+ *
+ * @example
+ * slugify('Check PAYG Coverage') // 'check_payg_coverage'
+ * slugify('Hello--World!!') // 'hello_world'
+ */
+export declare function slugify(text: string): string;
+//# sourceMappingURL=slugify.d.ts.map

package/dist/utils/slugify.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"slugify.d.ts","sourceRoot":"","sources":["../../src/utils/slugify.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AACH,wBAAgB,OAAO,CAAC,IAAI,EAAE,MAAM,GAAG,MAAM,CAO5C"}

package/dist/utils/slugify.js

@@ -0,0 +1,17 @@
+/**
+ * Converts text to a URL/ID-friendly slug.
+ * Lowercase, replaces spaces/hyphens with underscores, removes special chars, collapses underscores.
+ *
+ * @example
+ * slugify('Check PAYG Coverage') // 'check_payg_coverage'
+ * slugify('Hello--World!!') // 'hello_world'
+ */
+export function slugify(text) {
+    return text
+        .toLowerCase()
+        .replace(/[\s-]+/g, '_') // spaces and hyphens to underscores
+        .replace(/[^a-z0-9_]/g, '') // remove special chars
+        .replace(/_+/g, '_') // collapse multiple underscores
+        .replace(/^_|_$/g, ''); // trim leading/trailing underscores
+}
+//# sourceMappingURL=slugify.js.map

package/dist/utils/slugify.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"slugify.js","sourceRoot":"","sources":["../../src/utils/slugify.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AACH,MAAM,UAAU,OAAO,CAAC,IAAY;IAClC,OAAO,IAAI;SACR,WAAW,EAAE;SACb,OAAO,CAAC,SAAS,EAAE,GAAG,CAAC,CAAO,oCAAoC;SAClE,OAAO,CAAC,aAAa,EAAE,EAAE,CAAC,CAAI,uBAAuB;SACrD,OAAO,CAAC,KAAK,EAAE,GAAG,CAAC,CAAW,gCAAgC;SAC9D,OAAO,CAAC,QAAQ,EAAE,EAAE,CAAC,CAAC,CAAQ,oCAAoC;AACvE,CAAC"}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "hazo_collab_forms",
-  "version": "1.12.0",
+  "version": "2.0.0",
   "description": "Collaboration form elements",
   "type": "module",
   "main": "./dist/index.client.js",
@@ -21,6 +21,14 @@
     "./utils": {
       "import": "./dist/utils/index.js",
       "types": "./dist/utils/index.d.ts"
+    },
+    "./types": {
+      "import": "./dist/types/index.js",
+      "types": "./dist/types/index.d.ts"
+    },
+    "./config": {
+      "import": "./dist/config/index.js",
+      "types": "./dist/config/index.d.ts"
     }
   },
   "files": [
@@ -83,7 +91,7 @@
     "clsx": "^2.1.0",
     "hazo_auth": "^5.1.24",
     "hazo_config": "^1.4.2",
-    "hazo_files": "^1.4.2",
+    "hazo_files": "^1.4.3",
     "hazo_notes": "^1.1.5",
     "hazo_ui": "^2.2.1",
     "react-resizable-panels": "^4.3.3",
@@ -100,7 +108,8 @@
     "react": "^18.0.0 || ^19.0.0",
     "react-dom": "^18.0.0 || ^19.0.0",
     "react-icons": "^5.0.0",
-    "sonner": "^2.0.0"
+    "sonner": "^2.0.0",
+    "hazo_llm_api": ">=1.0.0"
   },
   "peerDependenciesMeta": {
     "lucide-react": {
@@ -108,6 +117,9 @@
     },
     "hazo_logs": {
       "optional": true
+    },
+    "hazo_llm_api": {
+      "optional": true
     }
   }
 }

package/templates/config/hazo_collab_forms_config.ini

@@ -51,6 +51,13 @@ icon_border_none=
 # Set to false to disable notes feature across all forms
 enable_notes=true
 
+[validation]
+# Suffix appended to each validation rule prompt to instruct the LLM on response format.
+# This is appended after the VALIDATION RULE block.
+# Must instruct the LLM to return JSON with at minimum: validation_passed (bool), validation_details (string).
+# confidence (0-1 float) is also expected.
+prompt_suffix=Returned data should be in json format with the fields: "validation_passed" - true/false, "validation_details" - description of why it failed, "confidence" - a number between 0 and 1 indicating how confident you are in the assessment.
+
 [date]
 # Date format for displaying dates in form fields and summaries
 # Available formats: