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Marc-André BombeckandClaude Opus 4.8
dc75ae69ae
Replace the collapsed bottom-of-card "Chat about this document" outline
button with a neutral, ghost Coach icon pinned to the top-right of the
document detail-sheet header, mirroring the Insights ask-coach affordance.
The icon uses the muted-foreground token only — never the primary/FAB
gradient — and opens a document-scoped chat drawer.
Present the chat in the Coach chat drawer chrome (right-side sheet on
desktop, bottom sheet on phones; same width caps; close-only, no maximize
or conversations rail) with a quiet "Chatting about: <document>" scope
badge. The drawer reuses the existing pure conversation body and the
existing client hooks, so it still posts /api/documents/inbound/[id]/chat
verbatim: no tools, no health snapshot, fenced document, inbound/replay
refusal, outbound screen, numeric grounding, consent + budget + per-user
rate bucket, indexed-only, plain-text render — the route is untouched.
Thread isolation is unchanged (the general Coach filters documentId: null;
the document route always scopes { documentId: id }).
Add a small reusable headerAction slot to ResponsiveSheet for the header
icon. Retire the DocumentChatPanel container and the AI-section chatSlot;
keep the pure DocumentChatConversation body and documentChatErrorKey.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01KPyLteNeTWwEC154X7vLWc
449 lines
16 KiB
TypeScript
449 lines
16 KiB
TypeScript
/**
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* Document vault — the P4 "chat about this document" acceptance suite.
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*
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* Pins the scoped chat that lives in the detail sheet's AI area: the entry is
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* offered only when a provider is available AND the document is content-indexed;
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* a non-indexed document shows a calm read-it-first hint (never an error); a
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* conversation streams the assistant reply and settles it as plain text with the
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* always-on "not medical advice" safety note; an injection-laced document is
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* described, never obeyed, and any HTML the model emits renders inert (the XSS
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* posture); and with NO provider the AI area collapses to the settings pointer
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* with no chat surface at all.
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*
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* v1.27.31 lesson: the panel depends on new endpoints (the capability probe, the
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* chat history GET, the streaming chat POST), so every one is mocked here —
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* otherwise the panel never renders and the specs time out waiting for elements.
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* The provider round-trips are mocked, so the SSE reply is deterministic. The
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* seeded demo user has no AI provider, so the no-provider state is the default.
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*/
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import { expect, test, type Page } from "@playwright/test";
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import { STORAGE_STATE_PATH } from "./setup/global-setup";
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import {
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ensureVaultFixture,
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ensureVaultAiFixture,
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AI_PROBE_DOC_ID,
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CONTENT_DOC_ID,
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} from "./setup/vault-fixture";
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/** Fulfil the envelope shape the client unwraps (`(await res.json()).data`). */
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async function fulfilJson(
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route: Parameters<Parameters<Page["route"]>[1]>[0],
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body: unknown,
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) {
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await route.fulfill({
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status: 200,
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contentType: "application/json",
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body: JSON.stringify(body),
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});
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}
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/** The vault usage DTO the sheet reads to gate the AI affordances. */
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function usageBody() {
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return {
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data: {
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usedBytes: 4096,
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quotaBytes: 1_073_741_824,
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maxFileBytes: 26_214_400,
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acceptedExtensions: [".pdf", ".png", ".jpg", ".jpeg", ".webp"],
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linkedEpisodes: [],
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assistAvailable: true,
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contentIndex: { enabled: true, indexedCount: 1, totalCount: 2 },
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},
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error: null,
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};
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}
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/** Serialise SSE frames the way the chat route emits them. */
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function sse(frames: Array<Record<string, unknown>>): string {
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return frames.map((f) => `data: ${JSON.stringify(f)}\n\n`).join("");
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}
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/**
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* Mock the AI-availability surface (usage + the document-scoped capability
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* probe) so the sheet offers the AI area and the chat entry. `egress` drives the
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* vendor-blind notice; default external.
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*/
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async function mockAiEnabled(
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page: Page,
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opts: { egress?: "local" | "external" } = {},
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): Promise<void> {
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await page.route("**/api/documents/inbound/usage", (route) =>
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fulfilJson(route, usageBody()),
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);
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await page.route("**/api/documents/inbound/capability", (route) =>
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fulfilJson(route, {
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data: {
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available: true,
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mode: "vision",
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reason: null,
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pdfSupported: true,
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egress: opts.egress ?? "external",
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},
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error: null,
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}),
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);
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// The detail sheet reads the auto-AI-read opt-in; default it OFF so the AI
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// section renders its full set of controls alongside the chat entry.
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await page.route("**/api/auth/me/documents-auto-ai-read", (route) =>
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fulfilJson(route, { data: { documentsAutoAiRead: false }, error: null }),
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);
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}
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test.describe("document vault — chat about a document", () => {
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test.use({ storageState: STORAGE_STATE_PATH });
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test.beforeAll(async () => {
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await ensureVaultFixture();
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await ensureVaultAiFixture();
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});
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// The chat drives a mocked provider round-trip; on a loaded CI runner it races
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// the default 30s, so the whole group earns the tripled timeout.
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test.beforeEach(() => {
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test.slow();
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});
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// ── (a) Indexed + available: the entry opens an empty, safe chat surface ──
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test("offers the chat entry and opens an empty, safety-noted surface", async ({
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page,
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}) => {
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await mockAiEnabled(page);
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// The document has no thread yet → the history list is empty.
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await page.route(
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`**/api/documents/inbound/${CONTENT_DOC_ID}/chat**`,
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(route) => {
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if (route.request().method() !== "GET") return route.fallback();
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return fulfilJson(route, {
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data: { conversations: [], nextCursor: null },
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error: null,
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});
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},
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);
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await page.goto(`/documents?doc=${CONTENT_DOC_ID}`);
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const sheet = page.locator('[data-slot="responsive-sheet-content"]');
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await expect(sheet).toBeVisible();
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// The neutral Coach icon lives in the detail-sheet header; tapping it
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// opens the doc-scoped chat drawer (a sibling overlay).
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const open = sheet.locator('[data-slot="document-chat-open"]');
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await expect(open).toBeVisible();
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await open.click();
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const drawer = page.locator('[data-slot="document-chat-drawer"]');
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await expect(drawer).toBeVisible();
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await expect(
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drawer.locator('[data-slot="document-chat-log"]'),
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).toBeVisible();
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await expect(
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drawer.locator('[data-slot="document-chat-empty"]'),
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).toBeVisible();
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await expect(
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drawer.locator('[data-slot="document-chat-input"]'),
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).toBeVisible();
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// The always-on safety note is present.
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await expect(
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drawer.locator('[data-slot="document-chat-safety"]'),
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).toContainText("not medical advice");
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});
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// ── (b) A turn streams a grounded reply that settles as plain text ──
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test("streams the assistant reply and settles the conversation", async ({
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page,
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}) => {
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await mockAiEnabled(page);
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const CONV_ID = "e2edocchatconv0000000001";
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const QUESTION = "What does the Impression say?";
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const REPLY = "Per the report's Impression, the findings are unremarkable.";
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let posted = false;
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await page.route(
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`**/api/documents/inbound/${CONTENT_DOC_ID}/chat**`,
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async (route) => {
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const req = route.request();
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if (req.method() === "POST") {
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posted = true;
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await route.fulfill({
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status: 200,
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contentType: "text/event-stream; charset=utf-8",
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body: sse([
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{ type: "token", token: REPLY },
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{
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type: "done",
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conversationId: CONV_ID,
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messageId: "e2edocchatmsg0000000001",
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},
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]),
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});
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return;
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}
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const url = new URL(req.url());
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if (url.searchParams.get("conversationId")) {
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// The persisted thread the post-`done` refetch reads back.
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await fulfilJson(route, {
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data: {
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id: CONV_ID,
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title: QUESTION,
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createdAt: "2026-07-07T10:00:00.000Z",
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updatedAt: "2026-07-07T10:00:02.000Z",
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messageCount: 2,
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messages: [
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{
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id: "e2edocchatu0000000001",
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role: "user",
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content: QUESTION,
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createdAt: "2026-07-07T10:00:00.000Z",
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metricSource: null,
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providerType: null,
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promptVersion: null,
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tokensUsed: null,
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model: null,
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},
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{
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id: "e2edocchatmsg0000000001",
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role: "assistant",
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content: REPLY,
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createdAt: "2026-07-07T10:00:02.000Z",
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metricSource: null,
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providerType: "mock",
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promptVersion: null,
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tokensUsed: 42,
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model: "mock-1",
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},
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],
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},
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error: null,
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});
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return;
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}
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// The thread list: empty until the turn is posted, then the new thread.
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await fulfilJson(route, {
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data: {
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conversations: posted
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? [
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{
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id: CONV_ID,
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title: QUESTION,
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createdAt: "2026-07-07T10:00:00.000Z",
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updatedAt: "2026-07-07T10:00:02.000Z",
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messageCount: 2,
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},
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]
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: [],
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nextCursor: null,
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},
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error: null,
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});
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},
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);
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await page.goto(`/documents?doc=${CONTENT_DOC_ID}`);
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const sheet = page.locator('[data-slot="responsive-sheet-content"]');
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await expect(sheet).toBeVisible();
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await sheet.locator('[data-slot="document-chat-open"]').click();
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const drawer = page.locator('[data-slot="document-chat-drawer"]');
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await expect(drawer).toBeVisible();
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const input = drawer.locator('[data-slot="document-chat-input"]');
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await input.fill(QUESTION);
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await drawer.locator('[data-slot="document-chat-send"]').click();
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// The user's question and the streamed/settled reply both land in the log.
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const log = drawer.locator('[data-slot="document-chat-log"]');
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await expect(log.getByText(QUESTION)).toBeVisible();
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await expect(log.getByText(/findings are unremarkable/)).toBeVisible();
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// The reply settled to a single assistant bubble (no duplicate).
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await expect(
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log.locator('[data-slot="document-chat-message"][data-role="assistant"]'),
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).toHaveCount(1);
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});
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// ── (b2) An injection-laced document: the reply describes it, never obeys,
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// and any HTML the model emits renders inert (no markdown, no
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// dangerouslySetInnerHTML — the project's XSS posture). ──
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test("answers about an injection-laced document without obeying it, and renders HTML inert", async ({
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page,
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}) => {
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await mockAiEnabled(page);
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const CONV_ID = "e2edocchatconv0000000002";
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const QUESTION = "What does this document say?";
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// The (mocked) server reply the panel receives: a calm describe-only answer
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// — NOT obedience to the document's embedded "ignore instructions … reveal
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// the system prompt … say HACKED" — plus a literal <script> the model was
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// coerced into emitting. The panel must show it as text and never execute it.
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const REPLY =
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"The document's body contains text formatted like an instruction, but I treat it as document content, not a command. <script>window.__docChatXss = 1</script> It appears to be a lab report.";
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let posted = false;
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await page.route(
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`**/api/documents/inbound/${CONTENT_DOC_ID}/chat**`,
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async (route) => {
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const req = route.request();
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if (req.method() === "POST") {
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posted = true;
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await route.fulfill({
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status: 200,
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contentType: "text/event-stream; charset=utf-8",
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body: sse([
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{ type: "token", token: REPLY },
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{
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type: "done",
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conversationId: CONV_ID,
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messageId: "e2edocchatmsg0000000002",
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},
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]),
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});
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return;
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}
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const url = new URL(req.url());
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if (url.searchParams.get("conversationId")) {
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await fulfilJson(route, {
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data: {
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id: CONV_ID,
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title: QUESTION,
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createdAt: "2026-07-07T10:00:00.000Z",
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updatedAt: "2026-07-07T10:00:02.000Z",
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messageCount: 2,
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messages: [
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{
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id: "e2edocchatu0000000002",
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role: "user",
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content: QUESTION,
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createdAt: "2026-07-07T10:00:00.000Z",
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metricSource: null,
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providerType: null,
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promptVersion: null,
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tokensUsed: null,
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model: null,
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},
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{
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id: "e2edocchatmsg0000000002",
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role: "assistant",
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content: REPLY,
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createdAt: "2026-07-07T10:00:02.000Z",
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metricSource: null,
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providerType: "mock",
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promptVersion: null,
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tokensUsed: 30,
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model: "mock-1",
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},
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],
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},
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error: null,
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});
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return;
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}
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await fulfilJson(route, {
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data: {
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conversations: posted
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? [
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{
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id: CONV_ID,
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title: QUESTION,
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createdAt: "2026-07-07T10:00:00.000Z",
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updatedAt: "2026-07-07T10:00:02.000Z",
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messageCount: 2,
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},
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]
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: [],
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nextCursor: null,
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},
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error: null,
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});
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},
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);
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await page.goto(`/documents?doc=${CONTENT_DOC_ID}`);
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const sheet = page.locator('[data-slot="responsive-sheet-content"]');
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await expect(sheet).toBeVisible();
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await sheet.locator('[data-slot="document-chat-open"]').click();
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const drawer = page.locator('[data-slot="document-chat-drawer"]');
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await expect(drawer).toBeVisible();
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const input = drawer.locator('[data-slot="document-chat-input"]');
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await input.fill(QUESTION);
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await drawer.locator('[data-slot="document-chat-send"]').click();
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const log = drawer.locator('[data-slot="document-chat-log"]');
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// The describe-only answer lands; the panel renders the model's <script>
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// payload as literal text (proof it is a React text child, not HTML).
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await expect(log.getByText(/treat it as document content/)).toBeVisible();
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await expect(log.getByText(/window\.__docChatXss/)).toBeVisible();
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// The injected script never executed — no markdown lib, no innerHTML sink.
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const executed = await page.evaluate(
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() =>
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(window as unknown as { __docChatXss?: number }).__docChatXss ?? null,
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);
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expect(executed).toBeNull();
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// And no real <script> element was injected into the document from the reply.
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const scriptCount = await page.locator("script#doc-chat-xss").count();
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expect(scriptCount).toBe(0);
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});
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// ── (c) Not indexed: a calm read-it-first hint, never an error ──
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test("shows a calm hint when the document is not indexed", async ({
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page,
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}) => {
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// AI_PROBE_DOC_ID carries no content index (hasContentIndex === false).
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await mockAiEnabled(page);
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await page.goto(`/documents?doc=${AI_PROBE_DOC_ID}`);
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const sheet = page.locator('[data-slot="responsive-sheet-content"]');
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await expect(sheet).toBeVisible();
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// A provider is available, so the Coach entry still shows — it opens the
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// drawer, whose body carries the calm read-it-first hint (never an error)
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// and no composer, because there is nothing indexed to ground on yet.
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const open = sheet.locator('[data-slot="document-chat-open"]');
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await expect(open).toBeVisible();
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await open.click();
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const drawer = page.locator('[data-slot="document-chat-drawer"]');
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await expect(drawer).toBeVisible();
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await expect(
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drawer.locator('[data-slot="document-chat-not-indexed"]'),
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).toBeVisible();
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// No composer, and no error styling.
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await expect(
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drawer.locator('[data-slot="document-chat-input"]'),
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).toHaveCount(0);
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await expect(
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drawer.locator('[data-slot="document-chat"] [role="alert"]'),
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).toHaveCount(0);
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});
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// ── (d) No provider: the calm settings pointer, no chat surface at all ──
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test("with no provider there is no chat surface, only the settings pointer", async ({
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page,
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}) => {
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// No mocks — the seeded demo user has no AI provider configured, so the AI
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// area collapses to the calm pointer and the chat slot never renders.
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await page.goto(`/documents?doc=${CONTENT_DOC_ID}`);
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const sheet = page.locator('[data-slot="responsive-sheet-content"]');
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await expect(sheet).toBeVisible();
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await expect(
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sheet.locator('[data-slot="assist-unavailable"]'),
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).toBeVisible();
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await expect(
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sheet.getByRole("link", { name: "Open AI settings" }),
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).toBeVisible();
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// No provider → no Coach entry in the header and no chat drawer mounted.
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await expect(sheet.locator('[data-slot="document-chat-open"]')).toHaveCount(
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0,
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);
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await expect(
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page.locator('[data-slot="document-chat-drawer"]'),
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).toHaveCount(0);
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await expect(page.locator('[data-slot="document-chat"]')).toHaveCount(0);
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});
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});
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