# Description of Changes
One of the Playwright tests is flaky, despite several attempts to fix it
before it made it into main. This disables the test for now so a
followup PR can try to fix it again.
Closes#6518
# Cause of the bug
This is a fix to the #6518 issue. The bug happened because the link
toolbar was rendered inside the PDF page layer. That layer can be
affected by the viewer/page rotation transform, so the toolbar was laid
out using local page coordinates and then visually transformed together
with the page.
As a result, the placement logic could calculate a position that was
correct in the page’s local coordinate space, such as above or below the
link, but the parent transform would rotate or shift that result after
layout. On rotated pages, this could make the toolbar appear on the
wrong side, inverted, or misaligned relative to the link.
More specifically, in the PDF that exposed the bug, the page content
appears to have been authored upside down and then corrected with a
180-degree page/viewer rotation so it looks normal to the user.
Because the toolbar was rendered inside the same transformed page layer,
it inherited that 180-degree rotation as well. The PDF content looked
upright because the rotation was part of how the page was displayed, but
the toolbar is viewer UI and should not be rotated with the page. As a
result, the tooltip appeared upside down even though the PDF itself
looked correct.
# Description of Changes
Fixes the inverted link tooltip/toolbar positioning in rotated PDF
viewer pages.
The link toolbar is now rendered through a body portal and positioned
from the link element’s real viewport bounds, so page rotation
transforms no longer flip or misalign it.
The update also keeps the toolbar within the viewport during scroll,
resize, zoom, and rotation changes, preserves the hover delay between
the link and toolbar, centralizes the z-index in a shared constant, and
improves label sizing to avoid clipped text.
Note: The link hover styling was also changed from an underline to a
subtle rectangular highlight based on the PDF link annotation bounds.
<!--
Please provide a summary of the changes, including:
- What was changed
- Why the change was made
- Any challenges encountered
Closes #(issue_number)
-->
---
## Checklist
### General
- [X] I have read the [Contribution
Guidelines](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/CONTRIBUTING.md)
- [X] I have read the [Stirling-PDF Developer
Guide](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/DeveloperGuide.md)
(if applicable)
- [ ] I have read the [How to add new languages to
Stirling-PDF](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/devGuide/HowToAddNewLanguage.md)
(if applicable)
- [X] I have performed a self-review of my own code
- [X] My changes generate no new warnings
### Documentation
- [ ] I have updated relevant docs on [Stirling-PDF's doc
repo](https://github.com/Stirling-Tools/Stirling-Tools.github.io/blob/main/docs/)
(if functionality has heavily changed)
- [ ] I have read the section [Add New Translation
Tags](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/devGuide/HowToAddNewLanguage.md#add-new-translation-tags)
(for new translation tags only)
### Translations (if applicable)
- [ ] I ran
[`scripts/counter_translation.py`](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/docs/counter_translation.md)
### UI Changes (if applicable)
- [X] Screenshots or videos demonstrating the UI changes are attached
(e.g., as comments or direct attachments in the PR)
UI behaviour before the changes :
<img width="1256" height="868" alt="Captura de tela de 2026-06-16
00-12-10"
src="https://github.com/user-attachments/assets/321edbb3-42a2-4bc3-96ad-3ccc70a355b8"
/>
<img width="762" height="496" alt="Captura de tela de 2026-06-16
00-11-46"
src="https://github.com/user-attachments/assets/be4c1af4-5488-4a54-9b6f-675e3bea73b8"
/>
<img width="1256" height="868" alt="Captura de tela de 2026-06-16
00-12-57"
src="https://github.com/user-attachments/assets/60f44cd5-c772-44a8-97c8-bde135764e53"
/>
UI behaviour after the changes :
<img width="1256" height="868" alt="Captura de tela de 2026-06-16
00-22-02"
src="https://github.com/user-attachments/assets/dda77bda-0780-4807-a70d-3bbc60683e5a"
/>
<img width="1256" height="868" alt="Captura de tela de 2026-06-16
00-23-07"
src="https://github.com/user-attachments/assets/5745c37e-438a-4bbe-ba1e-c6f2098421de"
/>
<img width="1256" height="868" alt="Captura de tela de 2026-06-16
00-23-24"
src="https://github.com/user-attachments/assets/85932541-4a6f-48e4-879f-41f34a6d79e6"
/>
### Testing (if applicable)
- [X] I have run `task check` to verify linters, typechecks, and tests
pass
- [X] I have tested my changes locally. Refer to the [Testing
Guide](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/DeveloperGuide.md#7-testing)
for more details.
---------
Co-authored-by: James Brunton <[email protected]>
Co-authored-by: Anthony Stirling <[email protected]>
## What & why
Production reports of policy enforcement "hanging" traced to
large/many-page documents: the watermark step's flatten-to-image
(`convertPDFToImage`) on a 500+ page PDF takes minutes, exceeding both
the client poll cap and the backend per-step timeout. This makes the
slow case graceful instead of looking broken, and makes load-shedding
non-fatal.
### Poll runs to completion (no false "hang")
The client poll loop used a flat ~150s cap that was **shorter than the
backend's 300s per-step timeout**, so it abandoned long-but-healthy runs
mid-flight. The budget is now sized to the backend's real worst case —
`stepCount × per-step timeout + grace`, learned from the first status
report — so the client always polls long enough to surface the run's
**actual** terminal state (success or the backend's real error) rather
than a misleading client-side timeout.
### Per-step progress
The activity feed now shows `Enforcing… · step n/m` (from
`currentStep`/`stepCount`), so a slow step shows movement instead of a
dead spinner.
### Soft-retry on queue rejection
Under load the shared `JobQueue` rejects runs ("queue full"), which
previously surfaced as a hard failure needing a manual Retry. The
backend now tags that rejection with a stable `POLICY_QUEUE_FULL`
errorCode; the client treats it as transient backpressure and
**auto-retries the file in place** with exponential backoff (≈4s→64s, ~2
min), shown as a soft "Busy — retrying…" row, falling back to the manual
Retry only once the retry budget is spent.
## Testing
- **Frontend unit tests** (30 pass across the policies suite), including
a new `usePolicyAutoRun.retry.test.tsx` that drives the real controller
orchestration (poll → `POLICY_QUEUE_FULL` → relabel → backoff → in-place
re-dispatch), plus poll-budget, step-progress, and activity-feed relabel
cases.
- **Backend** `PolicyEngineTest` case asserting a queue-rejected run
carries the `POLICY_QUEUE_FULL` code.
- Typecheck clean on all three flavors (proprietary/saas/core); prettier
+ spotless clean.
- Poll-budget + progress + real-error surfacing were also verified live
end-to-end against a 599-page run (survived past the old cap, showed
step progress, reported the backend's real 300s-timeout failure,
recovered after a simulated network drop).
## Not included (follow-ups)
- The underlying flatten-to-image cost itself (bounded-memory/streaming
flatten, revisiting `convertPDFToImage` default and the 300s timeout) —
the real perf fix, deliberately out of scope here.
# Description of Changes
Fix Playwright failing test in SaaS (I think this is my third attempt
now so who knows if this will actually fix it for real this time, but
hopefully it does)
Guests (anonymous users on a login-enabled deployment) could open a
policy's setup/detail. Policies are an account feature, so a guest
clicking a policy should be nudged to sign up rather than opening it.
## Behaviour
A guest clicking a policy row — or a collapsed-rail icon — now
**re-summons the existing guest sign-up banner** ("You're using Stirling
PDF as a guest!…") and does **not** open the policy.
- `GuestUserBanner` listens for a `stirling:show-guest-banner` window
event and re-shows (even if previously dismissed; the render guard still
hides it for non-anonymous users).
- The policy sidebar dispatches that event on a guest click (cross-layer
via `CustomEvent`, same pattern as `payg:signupRequired`; a no-op on
builds without the banner).
- `usePolicyGuestBlocked()` gates it: `config.enableLogin === true &&
user.is_anonymous === true`.
- **Login-disabled single-user** deployments have an anonymous local
operator with full access → not gated.
## Verification
- Typecheck clean (proprietary + saas); eslint clean; sidebar tests
pass.
## Note
No dedicated guest unit test — the suite mocks `useAppConfig` at module
scope, and making it per-test controllable needs `vi.hoisted` plumbing
that risked the existing tests. Easy follow-up.
## Problem
We're getting 402s when an AI **agent** (chat) run hits the free
allowance / spending cap, but the frontend handles them poorly and never
pops the usage-limit modal.
The agent runs its tool calls **server-side** (loopback HTTP via
`PolicyExecutor`), so the 402 never reaches the `apiClient` interceptor
that pops the modal for direct calls. It was caught by the generic
tool-failure handler and flattened into a `CANNOT_CONTINUE` reason
string (`"The /api/v1/… tool failed: 402…"`), streamed as a `result`
event, and rendered as a scary chat bubble. This is the same gap the
policy auto-run path bridges (#6626) — one layer up.
## Fix
**Backend** (`proprietary`)
- `AiWorkflowResponse` gains `errorCode` + `errorSubscribed`.
- `AiWorkflowService` detects a downstream 401/402 entitlement sentinel
in its three tool-exec catch sites (`onToolCall`, `runPlan`,
`onConvertMarkdown`) and surfaces the structured code (+ `subscribed`)
on the terminal response instead of the raw failure text.
- Factored the 401/402 body extraction `PolicyEngine` already had into a
shared `DownstreamEntitlementError` util so the two server-side paths
can't drift.
**Frontend**
- New `usageLimitBridge` (`PAYG_LIMIT_REACHED_EVENT` +
`dispatchPaygLimitReached`) generalises the previously policy-only
bridge. Proprietary can't import the saas modal API (layering), so
server-side limit hits broadcast a window event the saas
`UsageLimitModalHost` opens the modal from. Migrated the policy path
onto it.
- `ChatContext` fires the matching modal (free → subscribe, subscribed →
raise cap) on the limit result **and** on a direct 402, replacing the
raw reason with a brief friendly line
(`chat.responses.usage_limit_reached`).
No Python engine changes — the charge/402 happens on the Java tool
endpoint that Java itself calls.
## Test plan
- [x] `:proprietary:compileJava` + `spotlessCheck` clean
- [x] `AiWorkflowServiceTest` + `PolicyEngineTest` green
- [x] eslint, proprietary + saas typechecks clean
- [ ] Manual: drive an agent run over the limit → brief line in chat +
the right modal (free vs cap)
> Note: proprietary test compilation is currently blocked on the
pre-existing `InitialSecuritySetupTest` 6-arg ctor break (unrelated,
tracked separately); verified locally by temporarily patching it.
add en-US changes to SaaS, previously merged into main. So this is
effectively a main -> SaaS PR also. It seems to be all additive.
Also take the 230 ish missing translations from en-GB over to en-US
using a script, and also make and english spellings American when adding
them to the en-US file, and fix any existing American spellings in the
en-GB file.
# Description of Changes
Search has got significantly worse since #6581, where I added all the
missing tags for tools that should have been there for months. Turns out
that the fuzzy matching search logic has always been way too permissive
to match words with Levenshtein distances way too far away from the
target word, so long searches include way too much stuff. The new tags
just exposed that underlying logic issue. This PR makes the Levenshtein
logic much stricter, so it is still tolerant to minor typos in tool
names, but doesn't match completely inappropriate strings.
Frontend follow-up to #6632 (team-scoped policies, editing gated to team
leaders on the backend). Brings the UI's edit gate in line.
## Problem
The policy config UI gated editing to `config.isAdmin`. On SaaS, org
users are never the single global admin, so **no one could open the
policy editor** — the same lockout #6632 fixed on the backend.
## Fix
`usePolicies` now allows a **team leader** to configure, falling back to
a global admin self-hosted:
```ts
canConfigure =
config != null && (!config.enableLogin || isTeamLeader || config.isAdmin === true);
```
- SaaS → `isTeamLeader` (from `useSaaSTeam()`) — team leaders can
configure; members get the read-only surface.
- Self-hosted → `config.isAdmin` (the core `useSaaSTeam` stub returns
`false`, so admins aren't locked out).
- Login disabled (single-user) → always allowed.
- The `config != null` guard keeps the gate closed until app-config
resolves, so edit controls never flash for users who can't use them.
The two locked-policy banners now read "Contact a team leader to change
this policy" (updated in the `t()` defaults and the `en-GB`
translations).
## Verification
- Typecheck clean (proprietary + saas); eslint clean.
- Tests pass: `usePolicies`, `PoliciesSidebar`.
Follow-up to #6604 (merged). Builds the Security policy out so it
actually enforces, driven from the editor.
## What it does
- **Run on upload or export** — a single choice in the wizard: enforce
when a file is uploaded, or just before it's exported.
- **Output** — enforced result is a **new version** of the file
(default) or a **new file**, with optional filename
prefix/suffix/auto-number ("Output filename" subsection; auto-number
only for new files).
- **Export enforcement** — exporting an export-mode file runs the policy
first and downloads the enforced result; never hard-blocks (on failure
the original downloads). For new-version policies the in-editor file is
versioned too. Covers every export path incl. multi-file ZIP. A toast
(glowing in the policy's accent while it runs) reports progress and
fades after ~10s.
- **Affordances** — a freshly enforced file briefly glows its policy
accent and carries a shield badge.
- **Config tidy-up** — removed the unwired Security setting fields + the
wizard's review step; "Upgrade to enterprise" on locked categories;
category accent in the detail/wizard headers.
## Notes
- Builds on the manual-only (client-driven) policy model from #6587
(`trigger: null`, metadata in `output.options`), adding the `runOn`
field + export-time enforcement.
- The page-editor merge-export (no single source file) enforces +
downloads but doesn't version in place.
## Verification
typecheck (core + proprietary), eslint, prettier; proprietary suite
(105) green; flows checked in-app.
## Problem
When a user is invited to a team, the SaaS web app shows **no invitation
banner** — even though the pending invite is returned by
`/api/v1/team/invitations/pending` on refresh.
## Root causes
1. **Never rendered in SaaS.** `TeamInvitationBanner` only existed in
`desktop/`, wired solely into `DesktopBannerInitializer`. The SaaS
banner stack rendered only `<UpgradeBanner />`.
2. **Single banner slot.** `BannerContext` holds one node; `setBanner`
replaces it. `TrialStatusBanner` called `setBanner(null)` when there was
no active trial (and re-fired once `trialStatus` resolved async), wiping
any other banner.
3. **Shadowing was too fragile.** A first attempt shadowed the
proprietary `UpgradeBannerInitializer` from the saas layer, but
`vite-tsconfig-paths` resolves the `@app` specifier once at dev-server
start — a newly-added shadow of an already-resolved module isn't picked
up on a browser refresh, only a full restart. So the proprietary
initializer kept running and no invite banner appeared (while the SaaS
team context still fetched + populated the invite, which is why the
pending call was visible).
## Fix
- Add `saas/components/shared/TeamInvitationBanner.tsx` — ported from
desktop, minus the desktop `connectionMode` gate and explicit billing
refresh (SaaS `acceptInvitation` already refreshes credits + session).
- Render it **inline in `saas/routes/Landing.tsx`** next to
`GuestUserBanner` — a new import specifier in an existing file
(HMR-friendly), unambiguously inside `SaaSTeamProvider`, mirroring the
proven `GuestUserBanner` pattern. No dependency on the single banner
slot.
- **Remove `TrialStatusBanner`** (trials are being retired) so it can't
clobber banners. Also drops the stale mention from the stripe-lazy-load
test comment.
## Verification
- `tsc --noEmit -p tsconfig.saas.vite.json`: clean in touched files;
total unchanged from baseline (37 pre-existing, unrelated).
- Manual: pull + verify the Accept/Decline banner appears for an account
with a pending invite.
# Description of Changes
Kill off agents pane now that we have the FAB. Also fixes a bug with the
FAB where it would sometimes fail to render the chat, and fixes a
duplicated entry in the Vite config which was throwing a warning
## What
Removes all em dash (`—`) characters from the **user-facing text** on
the Plan page (PAYG section), replacing them with colons, commas, or
restructured punctuation so the copy reads naturally.
## Changes
- `frontend/editor/public/locales/en-GB/translation.toml` — all `payg.*`
strings (this is what actually renders on the page)
- `PaygFree.tsx` — `t()` default fallbacks + the `{" — "}` JSX
benefit-list separators (now `{": "}`)
- `Payg.tsx` — `t()` default fallback for the editor-plan body
## Notes
- The en-dash range separator (`{{start}} – {{end}}`) in the
billing-period string is intentionally **kept** — only em dashes were
targeted.
- JSDoc / code comments containing em dashes were **left unchanged**,
since they aren't rendered text on the page.
<img width="990" height="502" alt="image"
src="https://github.com/user-attachments/assets/13d89b0f-007c-4b4c-b72d-1d912f968bc7"
/>
# Description of Changes
Remove the Pro guards from the Team settings page and also fix the
styling of the MCP settings screen (the code sections were black text on
black background in light mode)
## Summary
Pay-as-you-go (PAYG) billing for Stirling-PDF SaaS. Manual PDF editing
stays free forever; only **automation, AI, and API** usage is metered.
Every team gets a **one-time lifetime free grant** (default 500 PDFs)
before any billing; past that, a team adds a card and pays per metered
document, with a self-set monthly spending cap.
This branch combines and supersedes the in-flight BE (#6574) and FE
(#6579) work plus the SaaS edge functions (Stirling-PDF-SaaS PR, now on
`v3`), hardened into a single reviewable feature after a pre-merge
dead-code/security review.
## Billing model
- **Always free:** manual / JWT web-tool usage is `BYPASSED` — never
metered, no matter where it's triggered.
- **Billable categories:** `AUTOMATION`, `AI`, `API`.
- **One-time lifetime free grant** (`pricing_policy.free_tier_units`,
default 500): never resets, survives subscribing. It gates unsubscribed
teams (billable API calls hard-stop with a 402 once exhausted) and
decides the free-vs-paid split of every job.
- **Subscribed:** paid documents (beyond the grant) are metered to a
Stripe Billing Meter; an optional monthly spending cap degrades billable
categories when reached.
- **Dedup:** the same file pushed through several steps within a
workflow window counts **once** (lineage join), so API/AI chaining on
one file isn't double-charged.
## What's included
**Database** — Flyway migrations `V11`→`V21` with matching Supabase
twins: pricing policy + per-team sidecar (`payg_team_extensions`:
subscription id, Stripe customer, free-grant counter), append-only
`wallet_ledger`, shadow charges, subscription-state RPCs (`V14`), audit
logs (`V15`), billing category (`V16`), one-time lifetime free grant
(`V19`), launch-grant seed (`V20`), drop of the unused
`wallet_category_summary` view (`V21`).
**Charge pipeline** — `PaygChargeInterceptor` (open/join a process,
split the free grant, write the ledger DEBIT), `JobChargeService`
(consume the grant under a row lock, restore it on a first-step refund,
meter only the paid portion on completion), `StaleJobCloser` fallback
(idempotent close → meter).
**Entitlement** — `EntitlementService` (per-team cached snapshot:
grant-gated for free teams, monthly-cap-gated for subscribed) +
`EntitlementGuard` (401 `SIGNUP_REQUIRED` / 402 `FEATURE_DEGRADED` /
`PAYG_LIMIT_REACHED`).
**Metering** — `PaygMeterReportingService` writes a durable
`payg_meter_event_log` row around every POST to the `meter-payg-units`
edge fn (pending → posted/failed); `PaygMeterReconcileScheduler` retries
unposted events under the same idempotency key inside Stripe's 24h dedup
window.
**Billing facts** — `TeamBillingService` reads the synced `stripe.*`
mirror (subscription window, per-document rate; the unsubscribed-team
estimate resolves the rate by Price `lookup_key = plan:processor`).
**Wallet API** — `PaygWalletController`: `GET /api/v1/payg/wallet`,
`PATCH /api/v1/payg/cap`.
**Frontend** — PAYG Plan page (two-card free layout + subscribed views),
`useWallet`, upgrade modal with lazy-loaded Stripe Embedded Checkout and
a shared `SpendCapControl`, customer-portal link, 402/401 interceptor
toast, en-GB i18n. (Per-member usage shows each teammate's spend; the
activity feed is behind a flag until polished.)
**SaaS edge functions** (`Stirling-PDF-SaaS` `v3`) —
`create-checkout-session`, `create-payg-team-subscription`,
`create-customer-portal-session`, `meter-payg-units`,
`payg-subscription-webhook`, `stripe-sync`, plus the stripe-sync
`migrate` + scoped-`backfill` scripts. All price lookup is DB-driven (no
`STRIPE_PAYG_PRICE_ID_*` env vars).
## Release prerequisites (prod)
1. Apply Flyway migrations (`V11`→`V21`) and the Supabase migration
twins.
2. Stripe Sync Engine: run `stripe-sync:migrate`, then a **scoped**
backfill — `product`, `price`, `customer`, `subscription` only (not
`all`, which rate-limits).
3. Register 2 PAYG webhook endpoints (each its own signing secret):
`stripe-sync` (product/price/customer/subscription `.*`) and
`payg-subscription-webhook` (`customer.subscription.created`/`.deleted`
drive state; `.updated` + `invoice.*` observed). Keep the legacy
`stripe-webhook` only if credits/self-hosted flows still run.
4. Stripe Billing Meter: `event_name = payg_doc_units`, value key
`processed_documents`.
5. Env: `PAYG_METER_ENDPOINT` + `SUPABASE_EDGE_FUNCTION_SECRET`
(backend); the webhook signing secrets (edge fns). The default pricing
policy must point at the PAYG Stripe Price(s); `V20` seeds
`free_tier_units = 500`.
## Testing
- `:saas:test` green, `:saas:spotlessCheck` clean, edge-fn Deno tests
green, FE saas typecheck clean (the remaining errors are pre-existing
`proprietary/*` + `prototypes/*`, untouched here). Cucumber shadow-mode
suite + CI workflow included.
## Pre-merge review
An independent dead-code/security pass came back **clean on security**
(team-derived authz / no IDOR, leader-only cap mutation, no
billing-category downgrade, dev/mock hooks gated to
`import.meta.env.DEV` + `/dev/`, no secrets/injection, fail-open
metering by design). The dead/unwired code it flagged has been removed
in this branch (unenforced sub-cap control, an unused JDBC DAO + its
view, dead methods).
## Follow-ups (tracked, not blocking)
- **Enforce per-member sub-caps** — the control was removed because it
read for display but never gated a request; the per-member usage display
and `cap_units` column are retained for when enforcement is wired.
- **API/AI chaining billing model + `ProcessType` enum** — confirm
same-file dedup covers API chaining; define per-tool AI charging; decide
whether the unused enum values stay.
- **Activity feed** — hidden behind a flag until the meter-event surface
is polished.
---------
Co-authored-by: Reece <[email protected]>
Added the create agent. Use [these
prompts](https://github.com/Stirling-Tools/Stirling-PDF-SaaS/blob/main/docgen/backend/default_templates/sample_prompts.md)
to test or try your own :)
Here’s the one I use
```
Hey, I need to generate an employee expense report for reimbursement.
Company: Summit Consulting Partners Company address: 88 Riverside Plaza, Suite 1400, New York, NY 10069 Accounting department email: [email protected]
Employee details:
* Employee Name: Michael Tran
* Employee ID: EMP-1047
* Department: Client Services
* Report Date: January 20th, 2026
* Reporting Period: January 5th, 2026 – January 16th, 2026
* Manager Approver: Laura Simmons
Trip purpose: Client onsite meetings with Atlantic Energy Solutions in Boston, MA.
Expense items:
* Flight (NYC to Boston roundtrip) — $325.40 — January 5th, 2026 — Airline ticket
* Hotel (3 nights at Harborview Hotel) — $822.75 — January 5th-8th, 2026
* Taxi from airport to hotel — $48.00 — January 5th, 2026
* Client dinner (3 attendees) — $186.20 — January 6th, 2026
* Parking at JFK Airport — $72.00 — January 5th-8th, 2026
* Breakfast (per diem not used) — $18.50 — January 7th, 2026
* Uber to client office — $22.10 — January 7th, 2026
* Printing + presentation materials — $46.90 — January 8th, 2026
* Lunch with client — $39.75 — January 8th, 2026
* Office supplies (notebooks, pens) — $27.60 — January 10th, 2026
* Mileage reimbursement (client visit in NJ, 42 miles @ $0.67/mile) — $28.14 — January 14th, 2026
* Team lunch meeting (internal) — $64.30 — January 15th, 2026
Reimbursement method should be direct deposit.
Add a notes section stating: "All receipts attached. Expenses are business-related and comply with company travel policy."
```
---------
Co-authored-by: Anthony Stirling <[email protected]>
Follow-up to #6598 (squash-merged into `SaaS`). These are the policy
refinements made after that merge, against the current `SaaS` tip.
## Changes
- **Simplify Security config + plain-language info buttons** — Redact
config reduced to the PII field; Sanitise has no config
(JavaScript-removal only) with a non-technical info button; per-tool
info buttons reworded to match the tool-steps style.
- **Hide 'Flatten PDF pages to images' from the watermark policy
config** — new `PolicyWatermarkConfig` wrapping the watermark settings
with the flatten checkbox gated off.
- **Flatten-to-image on by default for redact + watermark** — both
normalise `convertPDFToImage: true` on mount.
- **Self-heal a stale backing folder** — `ensurePolicyFolder` recreates
a backing folder whose `folderId` no longer resolves (preferring the
backend's stored automation), instead of hanging Edit Settings on a
permanent "Loading…".
- **Version the input file on 'new version' output mode** — completed
runs whose policy output mode is `new_version` replace the input file
with a versioned child (origin tool `automate`) rather than adding a
separate file; falls back to a new file if the input is gone.
`outputMode` is plumbed through `PolicyState`, the local-cache default,
and backend reconciliation.
## Verification
- `typecheck:proprietary` + `typecheck:core` clean
- policy + hooks vitest: 17 passing
- eslint + prettier clean on all changed files
# Description of Changes
* Improve typing of API (breaking change but unreleased, frontend also
updated in this PR)
* Add ownership concept to policies
* De-AI the comments
* Update the `task dev:saas` rule to spawn the engine as well
A configured frontendUrl/server_url already includes the subpath (e.g.
/bpp), but the code also applied withBasePath, producing /bpp/bpp/...
Append the route directly to a configured URL; reserve withBasePath for
the bare-origin fallback. Matches the ShareFileModal convention.
Reece BrowneandGitHub
