hazo_collab_forms 3.1.7 → 5.0.0

package/dist/types/validation.d.ts

@@ -8,6 +8,38 @@
 import type { ClarificationType, ClarificationResponseOption, ClarificationItem } from './clarification.js';
 /** When a validation rule should execute */
 export type ValidationCheckType = 'immediate' | 'backoffice';
+/** What kind of validation logic to run */
+export type ValidationType = 'llm_prompt' | 'periodic_coverage';
+/** Cadence options for periodic coverage rules */
+export type Cadence = 'quarterly' | 'monthly' | 'biweekly' | 'fortnightly';
+/** How periodic cycles align within the expected range */
+export type Alignment = 'calendar_aligned' | 'flexible';
+/** Ordered list of variable references (e.g. ['@tenant_start_date', '@Beginning_Of_Tax_Year']).
+ *  First non-empty resolved value wins. */
+export type VariableChain = string[];
+/** A gap (missing period) detected by a periodic coverage rule.
+ *  Both `start` and `end` are inclusive — the gap covers every day from start through end. */
+export interface ValidationGap {
+    /** ISO date (YYYY-MM-DD) of the first uncovered day (inclusive) */
+    start: string;
+    /** ISO date (YYYY-MM-DD) of the last uncovered day (inclusive) */
+    end: string;
+}
+/** Configuration for a periodic_coverage rule. The expected coverage window
+ *  runs from the resolved `period_start` to the resolved `period_end`, partitioned
+ *  into cycles by `cadence` + `alignment`. */
+export interface CoverageConfig {
+    /** How often a document is expected within the period */
+    cadence: Cadence;
+    /** Whether cycles snap to calendar boundaries or tile from period_start */
+    alignment: Alignment;
+    /** Variable chain resolving to the expected window's start (ISO YYYY-MM-DD).
+     *  First non-empty value wins. Rule skips if all entries resolve null. */
+    period_start: VariableChain;
+    /** Variable chain resolving to the expected window's end (ISO YYYY-MM-DD).
+     *  First non-empty value wins. Rule skips if all entries resolve null. */
+    period_end: VariableChain;
+}
 /** A validation rule definition stored in the database */
 export interface ValidationRule {
     /** Unique UUID primary key (system-generated) */
@@ -34,6 +66,10 @@ export interface ValidationRule {
     priority?: number;
     /** When this rule should execute: 'immediate' (on file upload), 'backoffice' (batch review), or unset (both). */
     check_type?: ValidationCheckType;
+    /** Validation logic kind. Defaults to 'llm_prompt' for back-compat. */
+    validation_type?: ValidationType;
+    /** Configuration for periodic_coverage rules. Required when validation_type === 'periodic_coverage'. */
+    coverage?: CoverageConfig;
     /** Custom issue description (overrides template default) */
     custom_issue_description?: string;
     /** Custom action description (overrides template default) */
@@ -137,6 +173,12 @@ export interface ValidationRuleExecution {
     custom_action_description?: string;
     /** Custom response options override */
     custom_response_options?: ClarificationResponseOption[];
+    /**
+     * Which phase this rule executes in. When set on the execution, the server
+     * stamps the ValidationRuleResult with the same value so the UI can filter
+     * backoffice results away from the client view.
+     */
+    check_type?: ValidationCheckType;
 }
 /** A file entry for multi-file batch validation */
 export interface ValidationFileEntry {
@@ -172,33 +214,113 @@ export interface ValidationRequest {
     /** 'batch' triggers collective multi-file evaluation; default 'single' */
     mode?: 'single' | 'batch';
 }
-/** Result from a single rule execution */
+/**
+ * A single discovered issue within a rule result. A passed check has an empty
+ * issues[] on the parent result; any entry here represents one distinct
+ * violation. All content fields below are first-class — the LLM is instructed
+ * to populate them directly via the response_wrapper in hazo_prompts.
+ */
+export interface ValidationIssue {
+    /**
+     * Stable identifier within the rule. Deterministic — the same input row
+     * produces the same id across re-runs so persisted client responses
+     * re-attach correctly.
+     */
+    issue_id: string;
+    /** Human-readable description shown to the agent/client. */
+    issue_description: string;
+    /** Monetary amount referenced by this issue (e.g. "$437.47"). */
+    amount?: string;
+    /** Date or date range referenced by this issue. */
+    date?: string;
+    /**
+     * Property address the issue relates to (rental property scenarios).
+     * Used by the relevance check to verify response files reference the
+     * right property when the client owns multiple properties.
+     */
+    property_address?: string;
+    /**
+     * Kind of vendor expected as evidence for this issue (e.g. "electrician",
+     * "plumber"). Forwarded to the relevance check as expectation.context.vendor_hint.
+     */
+    vendor_hint?: string;
+    /**
+     * Short human label for the expense category the issue is about
+     * (e.g. "Electrical Repairs"). Forwarded to the relevance check as
+     * expectation.context.expense_label.
+     */
+    expense_label?: string;
+    /** Longer explanation of why this is an issue (optional). */
+    reason?: string;
+    /** Client-facing comment the LLM drafted — suitable to surface verbatim to the client. */
+    client_comment?: string;
+    /** Per-issue confidence score (0-1). */
+    confidence?: number;
+    /** Client's resolution to this specific issue. */
+    user_resolution?: {
+        response_choice?: string;
+        user_comment?: string;
+        file_ids?: string[];
+    };
+    /** Whether the agent has sent this specific issue back to the client. */
+    sent_back?: boolean;
+    /** Whether the agent has accepted this specific issue's resolution. */
+    accepted?: boolean;
+    /** Issue kind. Defaults to 'file_issue' for back-compat. 'missing_file' indicates a coverage gap. */
+    kind?: 'file_issue' | 'missing_file';
+    /** Gap (date range) for missing_file issues */
+    gap?: ValidationGap;
+}
+/**
+ * Result from a single rule execution. Unified shape (v4+): `issues` is always
+ * present. A passed check is `{ issues: [] }` with an optional `summary`. A
+ * failed check has one or more entries in `issues`.
+ */
 export interface ValidationRuleResult {
     /** Rule ID that was executed */
     rule_id: string;
     /** Human-readable rule name (enriched from matching rule) */
     rule_name?: string;
-    /** Whether an issue was found */
-    has_issue: boolean;
-    /** LLM-generated issue description (if issue found) */
-    issue_description?: string;
-    /** Confidence score (0-1) */
+    /**
+     * Every discovered issue. Empty array = rule passed. Consumers derive
+     * "has_issue" via `result.issues.length > 0`.
+     */
+    issues: ValidationIssue[];
+    /**
+     * Optional rule-level one-liner — typically shown when `issues` is empty to
+     * explain why the check passed. Also populated when failing for an
+     * additional summary above the issue list.
+     */
+    summary?: string;
+    /** Rule-level confidence score (0-1). */
     confidence?: number;
-    /** Raw LLM response for debugging */
+    /** Raw LLM response for debugging. */
     raw_response?: string;
-    /** Whether the user already resolved this issue during immediate validation (skipped re-validation) */
+    /** Whether the user already resolved this rule during immediate validation (skipped re-validation) */
     user_resolved?: boolean;
-    /** User's resolution details (when user_resolved is true) */
+    /** User's resolution details (when user_resolved is true). */
     user_resolution?: {
         response_choice?: string;
         user_comment?: string;
     };
-    /** Whether this rule has been sent back to the client as a new clarification (pending client response) */
+    /** Whether this rule has been sent back to the client as a new clarification (pending client response). */
     sent_back?: boolean;
-    /** The message sent to the client when this rule was sent back */
+    /** The message sent to the client when this rule was sent back. */
     sent_back_message?: string;
-    /** Whether the agent has accepted the client's resolution for this rule */
+    /** Whether the agent has accepted the client's resolution for this rule. */
     accepted?: boolean;
+    /**
+     * Which phase produced this result. 'immediate' results are visible to both
+     * client and agent; 'backoffice' results are agent-only. Unset = treated as
+     * 'immediate' for backward compatibility.
+     */
+    check_type?: ValidationCheckType;
+    /** Structured outputs from per-file rules for downstream rules to consume.
+     *  Today's only consumer is `periodic_coverage`, which reads
+     *  `{ period_start: string, period_end: string }` (ISO YYYY-MM-DD) populated by
+     *  date-extraction LLM rules. Promote to a discriminated union keyed by
+     *  validation_type if/when other rule kinds need different shapes. */
+    extracted_data?: Record<string, unknown>;
 }
 /** Response from the validation route handler */
 export interface ValidationResponse {

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package/dist/utils/expectation_extractor.d.ts

@@ -0,0 +1,31 @@
+/**
+ * Parse a ValidationIssue's loosely-formatted `amount` and `date` strings into
+ * a typed ClarificationExpectation. Returns undefined when the issue carries no
+ * structured fields the resolver can act on (e.g. classification-only rules).
+ */
+import type { ValidationIssue } from '../types/validation.js';
+import type { ClarificationExpectation } from '../types/clarification.js';
+/** Pull a numeric amount + currency from strings like "$437.47" or "AU$1,234.50". */
+export declare function parse_amount(raw: string | number | undefined, default_currency?: string): {
+    amount: number;
+    currency: string;
+} | null;
+/** Parse "1 July 2024 - 30 June 2025" into { from, to }. Single-date input maps to a 1-day range. */
+export declare function parse_date_range(raw: string | undefined): {
+    from: string;
+    to: string;
+} | undefined;
+/**
+ * Pull a property address out of an issue description as a fallback when the
+ * structured field isn't populated. Looks for "at <addr>", "for <addr>",
+ * "property at <addr>", capturing through the next sentence-ending punctuation.
+ */
+export declare function parse_property_address(text: string | undefined): string | undefined;
+/**
+ * Build a ClarificationExpectation from a ValidationIssue. Returns undefined
+ * when the issue lacks structured fields (resolver has nothing to check).
+ */
+export declare function extract_expectation(issue: ValidationIssue, options?: {
+    default_currency?: string;
+}): ClarificationExpectation | undefined;
+//# sourceMappingURL=expectation_extractor.d.ts.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"expectation_extractor.d.ts","sourceRoot":"","sources":["../../src/utils/expectation_extractor.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,KAAK,EAAE,eAAe,EAAE,MAAM,wBAAwB,CAAC;AAC9D,OAAO,KAAK,EAAE,wBAAwB,EAAmC,MAAM,2BAA2B,CAAC;AA4B3G,qFAAqF;AACrF,wBAAgB,YAAY,CAAC,GAAG,EAAE,MAAM,GAAG,MAAM,GAAG,SAAS,EAAE,gBAAgB,SAAQ,GAAG;IAAE,MAAM,EAAE,MAAM,CAAC;IAAC,QAAQ,EAAE,MAAM,CAAA;CAAE,GAAG,IAAI,CAyBpI;AA4BD,qGAAqG;AACrG,wBAAgB,gBAAgB,CAAC,GAAG,EAAE,MAAM,GAAG,SAAS,GAAG;IAAE,IAAI,EAAE,MAAM,CAAC;IAAC,EAAE,EAAE,MAAM,CAAA;CAAE,GAAG,SAAS,CAclG;AAED;;;;GAIG;AACH,wBAAgB,sBAAsB,CAAC,IAAI,EAAE,MAAM,GAAG,SAAS,GAAG,MAAM,GAAG,SAAS,CAInF;AAED;;;GAGG;AACH,wBAAgB,mBAAmB,CACjC,KAAK,EAAE,eAAe,EACtB,OAAO,CAAC,EAAE;IAAE,gBAAgB,CAAC,EAAE,MAAM,CAAA;CAAE,GACtC,wBAAwB,GAAG,SAAS,CA6BtC"}

package/dist/utils/expectation_extractor.js

@@ -0,0 +1,142 @@
+/**
+ * Parse a ValidationIssue's loosely-formatted `amount` and `date` strings into
+ * a typed ClarificationExpectation. Returns undefined when the issue carries no
+ * structured fields the resolver can act on (e.g. classification-only rules).
+ */
+const CURRENCY_SYMBOLS = {
+    $: 'USD',
+    '£': 'GBP',
+    '€': 'EUR',
+    '¥': 'JPY',
+    'A$': 'AUD',
+    'AU$': 'AUD',
+    'NZ$': 'NZD',
+    'C$': 'CAD',
+};
+const MONTH_NAMES = {
+    jan: 0, january: 0,
+    feb: 1, february: 1,
+    mar: 2, march: 2,
+    apr: 3, april: 3,
+    may: 4,
+    jun: 5, june: 5,
+    jul: 6, july: 6,
+    aug: 7, august: 7,
+    sep: 8, sept: 8, september: 8,
+    oct: 9, october: 9,
+    nov: 10, november: 10,
+    dec: 11, december: 11,
+};
+/** Pull a numeric amount + currency from strings like "$437.47" or "AU$1,234.50". */
+export function parse_amount(raw, default_currency = 'USD') {
+    if (raw === undefined || raw === null || raw === '')
+        return null;
+    if (typeof raw === 'number')
+        return { amount: raw, currency: default_currency };
+    const trimmed = raw.trim();
+    let currency = default_currency;
+    let body = trimmed;
+    for (const symbol of Object.keys(CURRENCY_SYMBOLS).sort((a, b) => b.length - a.length)) {
+        if (body.startsWith(symbol)) {
+            currency = CURRENCY_SYMBOLS[symbol];
+            body = body.slice(symbol.length);
+            break;
+        }
+    }
+    // Repeated symbols ("$$437.47") and stray spaces.
+    body = body.replace(/^[\s$£€¥]+/, '').replace(/,/g, '').trim();
+    const match = body.match(/-?\d+(?:\.\d+)?/);
+    if (!match)
+        return null;
+    const amount = parseFloat(match[0]);
+    if (Number.isNaN(amount))
+        return null;
+    return { amount, currency };
+}
+/** Normalise a single date token to YYYY-MM-DD. Accepts ISO, slashed, or "1 July 2024". */
+function parse_single_date(token) {
+    const trimmed = token.trim();
+    if (!trimmed)
+        return null;
+    if (/^\d{4}-\d{2}-\d{2}$/.test(trimmed))
+        return trimmed;
+    const slashed = trimmed.match(/^(\d{1,2})[\/\-](\d{1,2})[\/\-](\d{2,4})$/);
+    if (slashed) {
+        const [, d, m, y] = slashed;
+        const year = y.length === 2 ? `20${y}` : y;
+        return `${year}-${m.padStart(2, '0')}-${d.padStart(2, '0')}`;
+    }
+    const named = trimmed.match(/^(\d{1,2})\s+([A-Za-z]+)\s+(\d{4})$/);
+    if (named) {
+        const [, d, mname, y] = named;
+        const month_idx = MONTH_NAMES[mname.toLowerCase()];
+        if (month_idx !== undefined) {
+            return `${y}-${String(month_idx + 1).padStart(2, '0')}-${d.padStart(2, '0')}`;
+        }
+    }
+    return null;
+}
+/** Parse "1 July 2024 - 30 June 2025" into { from, to }. Single-date input maps to a 1-day range. */
+export function parse_date_range(raw) {
+    if (!raw)
+        return undefined;
+    // Require whitespace around the separator so hyphens inside ISO dates aren't split.
+    const parts = raw.split(/\s+(?:-|–|—|to)\s+/i);
+    if (parts.length === 2) {
+        const from = parse_single_date(parts[0]);
+        const to = parse_single_date(parts[1]);
+        if (from && to)
+            return { from, to };
+    }
+    if (parts.length === 1) {
+        const single = parse_single_date(parts[0]);
+        if (single)
+            return { from: single, to: single };
+    }
+    return undefined;
+}
+/**
+ * Pull a property address out of an issue description as a fallback when the
+ * structured field isn't populated. Looks for "at <addr>", "for <addr>",
+ * "property at <addr>", capturing through the next sentence-ending punctuation.
+ */
+export function parse_property_address(text) {
+    if (!text)
+        return undefined;
+    const match = text.match(/\b(?:for|at)\s+(?:the\s+(?:property|rental)\s+(?:at\s+)?)?([0-9]+[A-Za-z]?\s+[^.,;:\n]{3,80}?)(?=[.,;:\n]|\s+(?:there|with|was|is|are|the|in|and)\b|$)/i);
+    return match ? match[1].trim() : undefined;
+}
+/**
+ * Build a ClarificationExpectation from a ValidationIssue. Returns undefined
+ * when the issue lacks structured fields (resolver has nothing to check).
+ */
+export function extract_expectation(issue, options) {
+    const default_currency = options?.default_currency ?? 'USD';
+    const parsed_amount = parse_amount(issue.amount, default_currency);
+    if (!parsed_amount)
+        return undefined;
+    const date_range = parse_date_range(issue.date);
+    // Build context from structured fields first; fall back to parsing the
+    // issue description for fields the rule's prompt hasn't been updated to
+    // surface yet.
+    const property_address = issue.property_address?.trim() ||
+        parse_property_address(issue.issue_description);
+    const vendor_hint = issue.vendor_hint?.trim();
+    const expense_label = issue.expense_label?.trim();
+    const context = {};
+    if (property_address)
+        context.property_address = property_address;
+    if (vendor_hint)
+        context.vendor_hint = vendor_hint;
+    if (expense_label)
+        context.expense_label = expense_label;
+    return {
+        kind: 'sum_match',
+        amount: parsed_amount.amount,
+        currency: parsed_amount.currency,
+        ...(date_range ? { date_range } : {}),
+        ...(issue.issue_description ? { description: issue.issue_description } : {}),
+        ...(Object.keys(context).length > 0 ? { context } : {}),
+    };
+}
+//# sourceMappingURL=expectation_extractor.js.map

package/dist/utils/expectation_extractor.js.map

@@ -0,0 +1 @@
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}

package/dist/utils/fb_data_adapter.d.ts

@@ -7,7 +7,7 @@
 import type { FbFormInstance } from '../types/fb_form_instance.js';
 import type { ClarificationItem } from '../types/clarification.js';
 import type { FbClassificationResult, FbFileValidationResult } from '../components/hazo_fb_form/types.js';
-import type { FbDataEntry } from '../types/fb_form_data.js';
+import type { FbDataEntry } from '../types/fb_form_data_v1.js';
 /**
  * Convert a flat FbFormInstance (with classification_results, file_validation_results,
  * sent_clarifications) into a hierarchical FbDataEntry[] array.
@@ -15,7 +15,12 @@ import type { FbDataEntry } from '../types/fb_form_data.js';
  * This is a best-effort conversion — the flat model doesn't capture the full
  * hierarchical structure, so some information is approximate.
  */
-export declare function flat_to_data(instance: FbFormInstance, form_instance_number?: number): FbDataEntry[];
+export declare function flat_to_data(instance: FbFormInstance, form_instance_number?: number, 
+/** Parent validation results (from an earlier instance) used solely for building
+ *  rule_to_source mappings so clarification activities can be linked. These do NOT
+ *  generate new question/client_data entries — only the instance's own classification
+ *  results produce those. */
+parent_file_validation_results?: Record<string, FbFileValidationResult>): FbDataEntry[];
 /**
  * Convert hierarchical data[] back to the flat fields on FbFormInstance.
  * This is used when the component needs to emit data in the old format.

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

@@ -1 +1 @@
-{"version":3,"file":"fb_data_adapter.d.ts","sourceRoot":"","sources":["../../src/utils/fb_data_adapter.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,8BAA8B,CAAC;AACnE,OAAO,KAAK,EAAE,iBAAiB,EAAE,MAAM,2BAA2B,CAAC;AACnE,OAAO,KAAK,EAAE,sBAAsB,EAAE,sBAAsB,EAAE,MAAM,qCAAqC,CAAC;AAC1G,OAAO,KAAK,EACV,WAAW,EAUZ,MAAM,0BAA0B,CAAC;AAWlC;;;;;;GAMG;AACH,wBAAgB,YAAY,CAC1B,QAAQ,EAAE,cAAc,EACxB,oBAAoB,GAAE,MAAU,GAC/B,WAAW,EAAE,CAsTf;AAMD;;;GAGG;AACH,wBAAgB,YAAY,CAC1B,IAAI,EAAE,WAAW,EAAE,EACnB,oBAAoB,CAAC,EAAE,MAAM,GAC5B;IACD,sBAAsB,EAAE,sBAAsB,EAAE,CAAC;IACjD,uBAAuB,EAAE,MAAM,CAAC,MAAM,EAAE,sBAAsB,CAAC,CAAC;IAChE,mBAAmB,EAAE,iBAAiB,EAAE,CAAC;CAC1C,CAqFA"}
+{"version":3,"file":"fb_data_adapter.d.ts","sourceRoot":"","sources":["../../src/utils/fb_data_adapter.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,8BAA8B,CAAC;AACnE,OAAO,KAAK,EAAE,iBAAiB,EAAE,MAAM,2BAA2B,CAAC;AACnE,OAAO,KAAK,EAAE,sBAAsB,EAAE,sBAAsB,EAAE,MAAM,qCAAqC,CAAC;AAC1G,OAAO,KAAK,EACV,WAAW,EAUZ,MAAM,6BAA6B,CAAC;AAWrC;;;;;;GAMG;AACH,wBAAgB,YAAY,CAC1B,QAAQ,EAAE,cAAc,EACxB,oBAAoB,GAAE,MAAU;AAChC;;;6BAG6B;AAC7B,8BAA8B,CAAC,EAAE,MAAM,CAAC,MAAM,EAAE,sBAAsB,CAAC,GACtE,WAAW,EAAE,CAoWf;AAMD;;;GAGG;AACH,wBAAgB,YAAY,CAC1B,IAAI,EAAE,WAAW,EAAE,EACnB,oBAAoB,CAAC,EAAE,MAAM,GAC5B;IACD,sBAAsB,EAAE,sBAAsB,EAAE,CAAC;IACjD,uBAAuB,EAAE,MAAM,CAAC,MAAM,EAAE,sBAAsB,CAAC,CAAC;IAChE,mBAAmB,EAAE,iBAAiB,EAAE,CAAC;CAC1C,CAqFA"}

package/dist/utils/fb_data_adapter.js

@@ -15,13 +15,54 @@ import { get_classification_summary, get_file_validation_summary, get_all_rfis,
  * This is a best-effort conversion — the flat model doesn't capture the full
  * hierarchical structure, so some information is approximate.
  */
-export function flat_to_data(instance, form_instance_number = 1) {
+export function flat_to_data(instance, form_instance_number = 1, 
+/** Parent validation results (from an earlier instance) used solely for building
+ *  rule_to_source mappings so clarification activities can be linked. These do NOT
+ *  generate new question/client_data entries — only the instance's own classification
+ *  results produce those. */
+parent_file_validation_results) {
     const data = [];
     let ie_counter = 0;
     let pd_counter = 0;
     let act_counter = 0;
     // Map: rule_id → source info for linking clarifications into the activity chain
     const rule_to_source = new Map();
+    // Pre-seed rule_to_source from parent validation results (earlier instance).
+    // These use synthetic IDs matching the parent instance's numbering so clarifications
+    // from this instance can link into the existing activity chain.
+    if (parent_file_validation_results) {
+        // Build the same ID structure that flat_to_data would have created for the parent
+        let parent_ie = 0;
+        if (instance.classification_results?.length) {
+            // If this instance has its own classification, the parent seeding is unnecessary
+            // (the normal path below will build rule_to_source from the instance's own data)
+        }
+        else {
+            // No classification on this instance — seed from parent validation results
+            parent_ie = 1; // Assume parent had ie_1
+            let parent_pd = 0;
+            for (const [_file_id, vr] of Object.entries(parent_file_validation_results)) {
+                parent_pd++;
+                const pd_id = `pd_${parent_ie}.${parent_pd}`;
+                let parent_act = 1;
+                const act_no = `act_${parent_ie}.${parent_pd}.${parent_act}`;
+                for (let idx = 0; idx < (vr.rule_results ?? []).length; idx++) {
+                    const rr = vr.rule_results[idx];
+                    const val_id = `val_${parent_ie}.${parent_pd}.${parent_act}.${idx + 1}`;
+                    const rule_key = rr.rule_id ?? `rule_${idx + 1}`;
+                    if (rr.issues.length > 0 && rule_key) {
+                        rule_to_source.set(rule_key, {
+                            activity_no: act_no,
+                            validation_id: val_id,
+                            pd_id,
+                            ie_num: parent_ie,
+                            pd_num: parent_pd,
+                        });
+                    }
+                }
+            }
+        }
+    }
     // Convert classification results into question + processed_data entries
     if (instance.classification_results?.length) {
         for (const cr of instance.classification_results) {
@@ -48,7 +89,9 @@ export function flat_to_data(instance, form_instance_number = 1) {
                         const val_id = `val_${ie_counter}.${pd_counter}.${act_counter}.${idx + 1}`;
                         const rule_key = rr.rule_id ?? `rule_${idx + 1}`;
                         // Track failed validations so clarifications can be nested as activities
-                        if (rr.has_issue && rule_key) {
+                        const rr_has_issue = rr.issues.length > 0;
+                        const rr_details = rr.summary ?? rr.issues[0]?.issue_description ?? '';
+                        if (rr_has_issue && rule_key) {
                             rule_to_source.set(rule_key, {
                                 activity_no: act_no,
                                 validation_id: val_id,
@@ -61,8 +104,8 @@ export function flat_to_data(instance, form_instance_number = 1) {
                             validation_id: val_id,
                             validation_key: rule_key,
                             validation_trigger: 'client_facing',
-                            validation_details: rr.issue_description ?? '',
-                            validation_status: rr.has_issue ? 'failed' : 'passed',
+                            validation_details: rr_details,
+                            validation_status: rr_has_issue ? 'failed' : 'passed',
                         };
                     });
                     activities.push({
@@ -242,11 +285,12 @@ export function flat_to_data(instance, form_instance_number = 1) {
                             activity_time: review_time,
                             activity_user: review_user,
                         },
-                        review_decision: clr.review_decision === 'approve' ? 'accept' : 'send_back',
+                        // Persisted values: 'skip_process' = agent accepted, 'approve' = agent sent back
+                        review_decision: clr.review_decision === 'skip_process' ? 'accept' : 'send_back',
                     };
                     activities_to_add.push(review_activity);
-                    // 3. Send-back activity (if decision is send_back, include the RFI draft with new response options)
-                    if (clr.review_decision !== 'approve') {
+                    // 3. Send-back activity (if decision is send_back / 'approve' in persisted form)
+                    if (clr.review_decision !== 'skip_process') {
                         next_act++;
                         const send_back_activity = {
                             activity_info: {
@@ -269,6 +313,7 @@ export function flat_to_data(instance, form_instance_number = 1) {
                 }
                 pd_act_counters.set(source.pd_id, next_act);
                 // Find the processed_data in data[] and append the activities
+                let attached = false;
                 for (const entry of data) {
                     if (!entry.client_data)
                         continue;
@@ -280,11 +325,17 @@ export function flat_to_data(instance, form_instance_number = 1) {
                             for (const pd of input.processed_data) {
                                 if (pd.processed_data_id === source.pd_id) {
                                     pd.activities = [...(pd.activities ?? []), ...activities_to_add];
+                                    attached = true;
                                 }
                             }
                         }
                     }
                 }
+                // If the source pd_id wasn't found locally (e.g., it belongs to a parent instance),
+                // add as a top-level clarification entry so activities aren't silently lost.
+                if (!attached) {
+                    data.push({ clarification: clarification_block });
+                }
             }
             else {
                 // No source found — add as top-level clarification entry (fallback)

package/dist/utils/fb_data_adapter.js.map

@@ -1 +1 @@
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package/dist/utils/fb_data_adapter_v2.d.ts

@@ -0,0 +1,17 @@
+/**
+ * V2 Adapter: Convert flat FbFormInstance data into the flattened FbDataEntry[] model.
+ *
+ * Unlike v1, this adapter:
+ * - Puts validations and clarifications as direct arrays on each entry (not nested in activities)
+ * - Builds a thread[] for each clarification spanning all form instances
+ * - Stores review decisions directly on clarifications (not as separate activity objects)
+ * - Produces instance-independent output — same JSON regardless of which instance is active
+ */
+import type { FbFormInstance } from '../types/fb_form_instance.js';
+import type { FbDataEntry } from '../types/fb_form_data.js';
+/**
+ * Convert ALL form instances into a single, stable FbDataEntry[] array.
+ * This is the primary entry point — call it once with all instances.
+ */
+export declare function flat_to_data_v2(instances: FbFormInstance[]): FbDataEntry[];
+//# sourceMappingURL=fb_data_adapter_v2.d.ts.map