Add local print summaries and trusted result components to AI drafts

Author: prestoncabe

builder-api/src/main/java/org/codeforphilly/bdt/builder/service/ScreenerFormDraftService.java

@@ -59,7 +59,9 @@ public Optional<JsonNode> generate(List<Benefit> benefits, List<FormPath> paths)
                 buildPrompt(benefits, questionPaths), responseSchema(questionPaths, optionValues),
                 16384, Duration.ofSeconds(60));
             if (generated.isEmpty()) return Optional.empty();
-            return Optional.of(toFormSchema(objectMapper.readTree(generated.get()), questionPaths, optionValues));
+            JsonNode form = toFormSchema(objectMapper.readTree(generated.get()), questionPaths, optionValues);
+            appendResultsComponents(form, benefits);
+            return Optional.of(form);
         } catch (InterruptedException e) {
             Thread.currentThread().interrupt();
             return Optional.empty();
@@ -118,8 +120,11 @@ private String buildPrompt(List<Benefit> benefits, Map<String, FormPath> questio
             when needed. Do not over-explain commonly understood things. Keep dates and numeric
             inputs in their original units; do not replace a birth date or income with a yes/no proxy.
             Do not supply default answers, invent eligibility rules, or ask for configured parameters.
-            The runtime evaluates the actual checks, hides questions no longer needed, and displays
-            a clear 'Screening complete' message only when ALL benefits are eligible or ineligible.
+            The runtime evaluates the actual checks and hides questions no longer needed.
+            The server adds Next steps and Print summary components after your questions.
+            Next steps shows each benefit as it is decided, and announces completion only when
+            ALL benefits are eligible or ineligible. Do not write application instructions,
+            application URLs, help contacts, or ineligibility notes; the server copies configured content.
             Do not include an unconditional completion message or try to calculate eligibility yourself.
             Return a questions object with one entry for EVERY required question ID in the mapping
             below. Each entry has label, description, and values (an array of
@@ -139,6 +144,25 @@ across ALL checks (e.g. every benefit enrollment code), using friendly option la
             """.formatted(objectMapper.writeValueAsString(questionPaths), objectMapper.writeValueAsString(context));
     }
 
+    /** Trusted benefit content is copied after generation, never supplied or rewritten by Gemini. */
+    private void appendResultsComponents(JsonNode form, List<Benefit> benefits) {
+        var components = (com.fasterxml.jackson.databind.node.ArrayNode) form.path("components");
+        ObjectNode nextSteps = components.addObject();
+        nextSteps.put("id", "Field_draft_next_steps").put("type", "next_steps")
+            .put("showWhen", "whenDecided");
+        nextSteps.putObject("layout").put("row", "Row_draft_next_steps");
+        ObjectNode content = nextSteps.putObject("benefitContent");
+        for (Benefit benefit : benefits) {
+            // Omit missing content so the editor can flag it for the analyst.
+            if (benefit.getNextSteps() != null) {
+                content.set(benefit.getId(), objectMapper.valueToTree(benefit.getNextSteps()));
+            }
+        }
+        ObjectNode printSummary = components.addObject();
+        printSummary.put("id", "Field_draft_print_summary").put("type", "print_summary");
+        printSummary.putObject("layout").put("row", "Row_draft_print_summary");
+    }
+
     // Short question IDs keep provider property names simple. Actual form bindings are assigned
     // server-side from this mapping, never generated or rewritten by the model.
     Map<String, FormPath> questionPaths(List<FormPath> paths) {

builder-api/src/test/java/org/codeforphilly/bdt/builder/service/ScreenerFormDraftServiceTest.java

@@ -169,7 +169,7 @@ void restrictsChoicesToSchemaEnumsAndConfiguredBenefitCodes() throws Exception {
     void generatesUsingConfiguredChecksAndDeduplicatedTransformedSchemas() throws Exception {
         startGemini(200, DRAFT, "STOP");
         var form = service.generate(benefits(), paths).orElseThrow();
-        assertEquals(4, form.path("components").size());
+        assertEquals(6, form.path("components").size());
         assertEquals("test-key", requestKey.get());
         var config = request.get().path("generationConfig");
         assertEquals("application/json", config.path("responseMimeType").asText());
@@ -190,6 +190,34 @@ void generatesUsingConfiguredChecksAndDeduplicatedTransformedSchemas() throws Ex
         assertTrue(prompt.contains("Residency and income"));
     }
 
+    @Test
+    void appendsResultsComponentsWithTrustedContentInsteadOfModelInstructions() throws Exception {
+        var configured = benefits();
+        var content = new org.codeforphilly.bdt.builder.model.domain.NextSteps(
+            new org.codeforphilly.bdt.builder.model.domain.NextSteps.Eligible(
+                "https://example.org/apply", "https://example.org/help", "215-555-0100", "Bring **ID**."),
+            new org.codeforphilly.bdt.builder.model.domain.NextSteps.Ineligible("Ask about other help."));
+        configured.get(0).setNextSteps(content);
+        startGemini(200, DRAFT, "STOP");
+        var form = service.generate(configured, paths).orElseThrow();
+        var components = form.path("components");
+        var next = components.get(4);
+        assertEquals("next_steps", next.path("type").asText());
+        assertEquals("whenDecided", next.path("showWhen").asText());
+        assertEquals(mapper.valueToTree(content), next.path("benefitContent").get(configured.get(0).getId()));
+        assertFalse(next.path("benefitContent").has(configured.get(1).getId()));
+        assertEquals("print_summary", components.get(5).path("type").asText());
+        assertFalse(next.has("key"));
+        assertFalse(components.get(5).has("key"));
+        assertEquals(6, components.findValuesAsText("id").stream().distinct().count());
+        String prompt = request.get().path("contents").get(0).path("parts").get(0).path("text").asText();
+        assertTrue(prompt.contains("server adds Next steps and Print summary"));
+        assertFalse(prompt.contains("https://example.org/apply"));
+        configured.get(0).setNextSteps(null);
+        assertEquals("https://example.org/apply", next.path("benefitContent").get(configured.get(0).getId())
+            .path("eligible").path("applyUrl").asText());
+    }
+
     @Test
     void skipsRequestsWithoutConfigurationOrWhenDisabled() throws Exception {
         startGemini(200, DRAFT, "STOP");

builder-frontend/README.md

@@ -58,6 +58,27 @@ viewer fields. Consumers outside Preact can use `getSnapshot()` and `subscribe()
 on the service; `subscribe()` returns an unsubscribe function and updates fire
 `screeningResults.changed` on the form's event bus.
 
+## Print summary
+
+Analysts can place a **Print summary** component anywhere in the form. It opens
+the browser's Print / Save as PDF dialog after screening results arrive. The
+summary includes the screener name, current date, benefit decisions, and the
+content from the first Next steps component in schema order (including groups).
+It respects that component's `showWhen` setting. Without a Next steps component,
+it prints decisions and unmet requirements without application instructions.
+
+The print renderer shares the on-screen Next steps renderer and adds full HTTP(S)
+URLs next to link text. Printing hides the rest of the page and excludes answers.
+It uses no PDF service or upload, and removes the temporary print tree after the
+dialog closes. Printing is disabled for editor samples and while evaluations are
+pending or failed. Use Preview to print real results while building a screener.
+
+AI-drafted schemas append Next steps (`whenDecided`) and Print summary after the
+questions. The server copies benefit content into the schema after generation;
+the model neither receives nor generates application instructions or contacts.
+Benefits without configured next-steps content remain missing so the editor can
+warn the analyst.
+
 ## Next steps component
 
 Analysts can place **Next steps** from the presentation palette. Its `next_steps`

builder-frontend/src/components/screener/FormRenderer.tsx

@@ -33,6 +33,7 @@ function FormRenderer({
   pending = () => false,
   failed = () => false,
   onNextStepsShownChange,
+  screenerName,
 }: {
   schema: { [key: string]: any };
   formData: Accessor<any>;
@@ -41,6 +42,7 @@ function FormRenderer({
   /** Evaluate host prefill on load, keeping its unknown answers null until answered. */
   evaluateInitialData?: boolean;
   onDataChange?: () => void;
+  screenerName?: Accessor<string>;
   results?: Accessor<ScreenerResult | undefined>;
   pending?: Accessor<boolean>;
   failed?: Accessor<boolean>;
@@ -82,6 +84,7 @@ function FormRenderer({
     });
     connectScreeningResults(form, {
       results,
+      screenerName,
       pending,
       failed,
       onNextStepsShownChange,

builder-frontend/src/components/screener/Screener.tsx

@@ -144,6 +144,7 @@ export default function Screener() {
         <div class="flex flex-col lg:flex-row">
           <section class="flex-1 overflow-y-auto p-4">
             <FormRenderer
+              screenerName={() => screener()?.screenerName ?? ""}
               schema={screener()?.formSchema || {}}
               formData={formData}
               hiddenQuestionPaths={hiddenQuestionPaths}

builder-frontend/src/components/screenerEditor/FormEditorView.bindings.test.tsx

@@ -64,6 +64,53 @@ afterEach(async () => {
 });
 // form-js has deferred Preact effects; keep the DOM shim for this file's environment.
 
+it("imports drafted result components without treating them as answer bindings", async () => {
+  vi.mocked(fetchFormPaths).mockResolvedValue({
+    paths: [{ path: "custom.resident", type: "boolean" }],
+  });
+  vi.mocked(draftFormSchema).mockResolvedValue({
+    id: "draft",
+    type: "default",
+    schemaVersion: 18,
+    components: [
+      {
+        id: "question",
+        type: "yes_no",
+        key: "custom.resident",
+        label: "Resident?",
+      },
+      {
+        id: "next",
+        type: "next_steps",
+        showWhen: "whenDecided",
+        benefitContent: {},
+      },
+      { id: "print", type: "print_summary" },
+    ],
+  });
+  const [schema, setSchema] = createSignal<any>();
+  const host = document.body.appendChild(document.createElement("div"));
+  dispose = render(
+    () => <FormEditorView formSchema={schema} setFormSchema={setSchema} />,
+    host,
+  );
+  await vi.waitFor(() => expect(editor.instance).toBeDefined());
+  await vi.waitFor(() =>
+    expect(
+      Array.from(host.querySelectorAll("button")).find((b) =>
+        b.textContent?.includes("Draft with AI"),
+      )?.disabled,
+    ).toBe(false),
+  );
+  Array.from(host.querySelectorAll("button"))
+    .find((b) => b.textContent?.includes("Draft with AI"))!
+    .click();
+  await vi.waitFor(() =>
+    expect(schema()?.components.at(-1)?.type).toBe("print_summary"),
+  );
+  expect(extractFormPaths(schema())).toEqual(["custom.resident"]);
+});
+
 it("preserves saved component content after a failed source load and retry", async () => {
   vi.mocked(fetchFormPaths).mockResolvedValue({ paths: [] });
   const benefit = {

builder-frontend/src/components/screenerEditor/FormEditorView.tsx

@@ -45,7 +45,12 @@ import "@bpmn-io/form-js/dist/assets/form-js.css";
 import "@bpmn-io/form-js-editor/dist/assets/form-js-editor.css";
 import { Benefit, FormPath } from "@/types";
 
-function FormEditorView({ formSchema, setFormSchema, benefits = () => [] }) {
+function FormEditorView({
+  formSchema,
+  setFormSchema,
+  benefits = () => [],
+  screenerName = () => "",
+}) {
   const [isUnsaved, setIsUnsaved] = createSignal(false);
   const [isSaving, setIsSaving] = createSignal(false);
   const [saveError, setSaveError] = createSignal("");
@@ -159,7 +164,9 @@ function FormEditorView({ formSchema, setFormSchema, benefits = () => [] }) {
     });
     const screeningResults =
       formEditor.get<ScreeningResultsService>("screeningResults");
-    createEffect(() => screeningResults.showEditorSamples(benefits()));
+    createEffect(() =>
+      screeningResults.showEditorSamples(benefits(), screenerName()),
+    );
 
     if (formSchema()) {
       formEditor.importSchema(formSchema()).catch((err) => {
@@ -191,6 +198,7 @@ function FormEditorView({ formSchema, setFormSchema, benefits = () => [] }) {
         field &&
         field.id &&
         field.type !== NEXT_STEPS_TYPE &&
+        field.type !== "print_summary" &&
         field.type !== "group" &&
         field.type !== "default"
       ) {
@@ -326,15 +334,25 @@ function FormEditorView({ formSchema, setFormSchema, benefits = () => [] }) {
       (formPaths() || []).map(({ path, type }) => [path, type]),
     );
     const components = schema?.components;
+    const questions = Array.isArray(components)
+      ? components.filter(
+          (field) => ![NEXT_STEPS_TYPE, "print_summary"].includes(field.type),
+        )
+      : [];
     if (
       !required.size ||
       !Array.isArray(components) ||
-      components.length !== required.size ||
-      !components.every(
+      questions.length !== required.size ||
+      !questions.every(
         (field) =>
           required.has(field.key) &&
           isTypeCompatible(required.get(field.key), field.type),
       ) ||
+      components.some(
+        (field) =>
+          [NEXT_STEPS_TYPE, "print_summary"].includes(field.type) &&
+          field.key !== undefined,
+      ) ||
       extractFormPaths(schema).length !== required.size
     ) {
       throw new Error(

builder-frontend/src/components/screenerEditor/ScreenerEditor.tsx

@@ -106,6 +106,7 @@ function ScreenerEditor() {
           <Title>BDT - {loadedScreener()?.screenerName}</Title>
           {activeTab() == "formEditor" && (
             <FormEditorView
+              screenerName={() => loadedScreener()?.screenerName ?? ""}
               formSchema={formSchema}
               setFormSchema={setFormSchema}
               benefits={() => loadedScreener()?.benefits ?? []}

builder-frontend/src/components/screenerEditor/draftFormCompatibility.test.ts

@@ -76,6 +76,13 @@ it("imports the draft's generated field types into the real editor and viewer",
           { label: "Own", value: "own" },
         ],
       },
+      {
+        id: "Field_draft_next_steps",
+        type: "next_steps",
+        showWhen: "whenDecided",
+        benefitContent: {},
+      },
+      { id: "Field_draft_print_summary", type: "print_summary" },
     ],
   };
   try {

builder-frontend/src/components/screenerEditor/formJsExtensions/customFormFields/index.js

@@ -1,6 +1,7 @@
 import { YesNoQuestion } from './YesNoQuestion';
 import { ChecklistWithNone } from './ChecklistWithNone';
 import { NextSteps } from '../nextSteps/NextSteps';
+import { PrintSummary } from '../printSummary/PrintSummary';
 
 /*
  * This is a module definition to register custom
@@ -11,6 +12,7 @@ class CustomFormFieldsModule {
     formFields.register(YesNoQuestion.config.type, YesNoQuestion);
     formFields.register(ChecklistWithNone.config.type, ChecklistWithNone);
     formFields.register(NextSteps.config.type, NextSteps);
+    formFields.register(PrintSummary.config.type, PrintSummary);
   }
 }