Added profile, provider, and workspace preselection to chat templates (#1099)

Co-authored-by: Thorsten Sommer <SommerEngineering@users.noreply.github.com>

app/MindWork AI Studio/Dialogs/ChatTemplateDialog.razor

@@ -1,4 +1,5 @@
 @using AIStudio.Chat
+@using AIStudio.Settings
 @using AIStudio.Settings.DataModel
 @inherits MSGComponentBase
 
@@ -136,6 +137,73 @@
                 @T("Using some chat templates in tandem with profiles might cause issues. Therefore, you might prohibit the usage of profiles here.")
             </MudJustifiedText>
             <MudTextSwitch @bind-Value="@this.AllowProfileUsage" Color="Color.Primary" Label="@T("Allow the use of profiles together with this chat template?")" LabelOn="@T("Yes, allow profiles when using this template")" LabelOff="@T("No, prohibit profile use for this template")" Disabled="@this.IsReadOnly" />
+            @if (this.AllowProfileUsage)
+            {
+                <MudJustifiedText Class="mb-3 mt-3" Typo="Typo.body1">
+                    @T("A chat template may also decide which profile a chat starts with, including starting without one. Without such a decision, those chats start with the profile they would start with anyway. The profile stays changeable in the chat.")
+                </MudJustifiedText>
+                <MudTextSwitch @bind-Value="@this.preselectProfile" Color="Color.Primary" Label="@T("Does this chat template preselect a profile?")" LabelOn="@T("Yes, this template decides which profile a chat starts with")" LabelOff="@T("No, chats keep their usual profile")" Disabled="@this.IsReadOnly"/>
+                @if (this.preselectProfile)
+                {
+                    <MudSelect T="string" @bind-Value="@this.selectedProfileId" Label="@T("Preselected profile")" Variant="Variant.Outlined" Margin="Margin.Dense" Class="mb-3 mt-3 rounded-lg" Adornment="Adornment.Start" AdornmentIcon="@Icons.Material.Filled.Person" Disabled="@this.IsReadOnly">
+                        <MudSelectItem T="string" Value="@Profile.NO_PROFILE.Id">@T("Use no profile")</MudSelectItem>
+                        @foreach (var profile in this.SettingsManager.ConfigurationData.Profiles)
+                        {
+                            <MudSelectItem T="string" Value="@profile.Id">@profile.GetSafeName()</MudSelectItem>
+                        }
+                    </MudSelect>
+                    @if (this.IsPreselectedProfileMissing)
+                    {
+                        <MudAlert Severity="Severity.Warning" Class="mb-3">
+                            @T("The profile this chat template preselects does not exist on this computer. Chats started with it keep their usual profile.")
+                        </MudAlert>
+                    }
+                }
+            }
+
+            <MudText Typo="Typo.h6" Class="mb-3 mt-6">
+                @T("Provider")
+            </MudText>
+            <MudJustifiedText Class="mb-3" Typo="Typo.body1">
+                @T("A chat template may decide which provider, and with it which model, a chat starts with. Without such a decision, those chats start with the provider they would start with anyway. The provider stays changeable in the chat, and it must meet the confidence level required for chats.")
+            </MudJustifiedText>
+            <MudTextSwitch @bind-Value="@this.preselectProvider" Color="Color.Primary" Label="@T("Does this chat template preselect a provider?")" LabelOn="@T("Yes, this template decides which provider a chat starts with")" LabelOff="@T("No, chats keep their usual provider")" Disabled="@this.IsReadOnly"/>
+            @if (this.preselectProvider)
+            {
+                <MudSelect T="string" @bind-Value="@this.selectedProviderId" Label="@T("Preselected provider")" Validation="@this.ValidatePreselectedProvider" Variant="Variant.Outlined" Margin="Margin.Dense" Class="mb-3 mt-3 rounded-lg" Adornment="Adornment.Start" AdornmentIcon="@Icons.Material.Filled.SmartToy" Disabled="@this.IsReadOnly">
+                    @foreach (var provider in this.SettingsManager.GetConfidentProviders(Components.CHAT))
+                    {
+                        <MudSelectItem T="string" Value="@provider.Id">
+                            <ProviderLabel ProviderSettings="@provider" Text="@provider.InstanceName"/>
+                        </MudSelectItem>
+                    }
+                </MudSelect>
+                @if (this.IsPreselectedProviderUnusable)
+                {
+                    <MudAlert Severity="Severity.Warning" Class="mb-3">
+                        @T("The provider this chat template preselects does not exist on this computer or does not meet the confidence level required for chats. Chats started with it keep their usual provider.")
+                    </MudAlert>
+                }
+            }
+
+            <MudText Typo="Typo.h6" Class="mb-3 mt-6">
+                @T("Workspace")
+            </MudText>
+            <MudJustifiedText Class="mb-3" Typo="Typo.body1">
+                @T("A chat template may keep its chats in a workspace of its own, which is created when it does not exist yet. This applies whenever a chat would otherwise be a disappearing chat, for example, when you start a new chat outside the workspaces or pick this template in a new chat. A chat you start in a workspace on purpose, for example, from the workspace list, stays in that workspace.")
+            </MudJustifiedText>
+            @* While workspaces are off, nothing goes into a workspace, so choosing one here would promise what no chat does: *@
+            @if (this.AreWorkspacesDisabled)
+            {
+                <MudAlert Severity="Severity.Warning" Class="mb-3">
+                    @T("Workspaces are switched off in your workspace settings. While they are off, chats with this template belong to no workspace, and they do not move into a workspace when you switch workspaces on again. You can change this choice once workspaces are on.")
+                </MudAlert>
+            }
+            <MudTextSwitch @bind-Value="@this.preselectWorkspace" Color="Color.Primary" Label="@T("Does this chat template keep its chats in a workspace?")" LabelOn="@T("Yes, chats with this template go into a workspace")" LabelOff="@T("No, chats go where they would go anyway")" Disabled="@this.IsWorkspaceChoiceLocked"/>
+            @if (this.preselectWorkspace)
+            {
+                <WorkspaceNameField @bind-WorkspaceName="@this.selectedWorkspaceName" SelectLabel="@T("Existing workspace (Optional)")" Label="@T("Workspace name")" HelperText="@T("Choose an existing workspace or enter a name that should be created when a chat with this template starts.")" Validation="@this.ValidateWorkspaceName" Immediate="@true" ReadOnly="@this.IsWorkspaceChoiceLocked" SelectClass="mb-3 mt-3 rounded-lg" TextFieldClass="mb-3 mt-3"/>
+            }
 
             <MudText Typo="Typo.h6" Class="mb-3 mt-6">
                 @T("Tools")

app/MindWork AI Studio/Dialogs/ChatTemplateDialog.razor.cs

@@ -79,6 +79,25 @@ public partial class ChatTemplateDialog : MSGComponentBase
     [Parameter]
     public DataSourceOptions? DataSourceOptions { get; set; }
 
+    /// <summary>
+    /// The profile this template preselects, the ID of the no-profile entry to start without one,
+    /// or null when it says nothing about profiles.
+    /// </summary>
+    [Parameter]
+    public string? ProfileId { get; set; }
+
+    /// <summary>
+    /// The provider this template preselects, or null when it says nothing about providers.
+    /// </summary>
+    [Parameter]
+    public string? ProviderId { get; set; }
+
+    /// <summary>
+    /// The name of the workspace this template keeps its chats in, or null when it says nothing about workspaces.
+    /// </summary>
+    [Parameter]
+    public string? WorkspaceName { get; set; }
+
     [Parameter]
     public bool CreateFromExistingChatThread { get; set; }
 
@@ -105,6 +124,12 @@ public partial class ChatTemplateDialog : MSGComponentBase
     private HashSet<string> selectedToolIds = new(StringComparer.Ordinal);
     private bool preselectDataSources;
     private DataSourceOptions templateDataSourceOptions = new();
+    private bool preselectProfile;
+    private string selectedProfileId = Profile.NO_PROFILE.Id;
+    private bool preselectProvider;
+    private string selectedProviderId = string.Empty;
+    private bool preselectWorkspace;
+    private string selectedWorkspaceName = string.Empty;
     private string[] dataIssues = [];
     private string dataEditingPreviousName = string.Empty;
     private bool isInlineEditOnGoing;
@@ -138,6 +163,14 @@ public partial class ChatTemplateDialog : MSGComponentBase
         // them, so the switch inside the selection starts on instead of at its usual default:
         this.templateDataSourceOptions = this.DataSourceOptions?.CreateCopy() ?? new DataSourceOptions { DisableDataSources = false };
 
+        // The profile and the provider follow the same pattern, with a switch each:
+        this.preselectProfile = this.ProfileId is not null;
+        this.selectedProfileId = this.ProfileId ?? Profile.NO_PROFILE.Id;
+        this.preselectProvider = this.ProviderId is not null;
+        this.selectedProviderId = this.ProviderId ?? string.Empty;
+        this.preselectWorkspace = this.WorkspaceName is not null;
+        this.selectedWorkspaceName = this.WorkspaceName ?? string.Empty;
+
         // When editing, we need to load the data:
         if(this.IsEditing)
             this.dataEditingPreviousName = this.DataName.ToLowerInvariant();
@@ -183,6 +216,11 @@ public partial class ChatTemplateDialog : MSGComponentBase
         ToolIds = this.preselectTools ? new HashSet<string>(this.selectedToolIds, StringComparer.Ordinal) : null,
         DataSourceOptions = this.preselectDataSources ? this.templateDataSourceOptions.CreateCopy() : null,
 
+        // A template which forbids profiles has no use for a profile, so none is kept for it:
+        ProfileId = this.AllowProfileUsage && this.preselectProfile ? this.selectedProfileId : null,
+        ProviderId = this.preselectProvider && !string.IsNullOrWhiteSpace(this.selectedProviderId) ? this.selectedProviderId : null,
+        WorkspaceName = this.preselectWorkspace && !string.IsNullOrWhiteSpace(this.selectedWorkspaceName) ? this.selectedWorkspaceName.Trim() : null,
+
         EnterpriseConfigurationPluginId = Guid.Empty,
         IsEnterpriseConfiguration = false,
     };
@@ -205,6 +243,57 @@ public partial class ChatTemplateDialog : MSGComponentBase
 
     private void SetSelectedToolIds(HashSet<string> toolIds) => this.selectedToolIds = toolIds;
 
+    /// <summary>
+    /// Whether the preselected profile is gone, so that chats started with this template keep their usual profile.
+    /// </summary>
+    private bool IsPreselectedProfileMissing => this.preselectProfile
+                                                && this.selectedProfileId != Profile.NO_PROFILE.Id
+                                                && this.SettingsManager.GetProfileById(this.selectedProfileId) == Profile.NO_PROFILE;
+
+    /// <summary>
+    /// Whether the preselected provider is gone or may not be used for chats, so that chats started
+    /// with this template keep their usual provider.
+    /// </summary>
+    /// <remarks>
+    /// The list to pick from holds only the providers which may be used for chats. A template from
+    /// another machine or from a configuration plugin may name another one, though, and the list
+    /// alone would then show nothing about it.
+    /// </remarks>
+    private bool IsPreselectedProviderUnusable => this.preselectProvider
+                                                  && !string.IsNullOrWhiteSpace(this.selectedProviderId)
+                                                  && this.SettingsManager.GetChatTemplateProvider(this.selectedProviderId) == AIStudio.Settings.Provider.NONE;
+
+    /// <summary>
+    /// Whether workspaces are switched off, so that a workspace of this template has no effect for now.
+    /// </summary>
+    private bool AreWorkspacesDisabled => this.SettingsManager.ConfigurationData.Workspace.StorageBehavior is WorkspaceStorageBehavior.DISABLE_WORKSPACES;
+
+    /// <summary>
+    /// Whether the workspace of this template can be changed right now.
+    /// </summary>
+    /// <remarks>
+    /// Not while workspaces are switched off: a choice made then would take effect for no chat,
+    /// and nothing in the chat would say so. A workspace the template already names stays as it
+    /// is, so it applies again once workspaces are back.
+    /// </remarks>
+    private bool IsWorkspaceChoiceLocked => this.IsReadOnly || this.AreWorkspacesDisabled;
+
+    private string? ValidateWorkspaceName(string workspaceName)
+    {
+        if (this.preselectWorkspace && string.IsNullOrWhiteSpace(workspaceName))
+            return T("Please enter the workspace for the chats of this template, or switch the preselection off.");
+
+        return null;
+    }
+
+    private string? ValidatePreselectedProvider(string providerId)
+    {
+        if (this.preselectProvider && string.IsNullOrWhiteSpace(providerId))
+            return T("Please choose the provider this chat template preselects, or switch the preselection off.");
+
+        return null;
+    }
+
     private void RemoveMessage(ContentBlock item)
     {
         if (this.IsReadOnly)

app/MindWork AI Studio/Dialogs/Settings/SettingsDialogChatTemplate.razor.cs

@@ -114,6 +114,9 @@ public partial class SettingsDialogChatTemplate : SettingsDialogBase
         { x => x.AllowProfileUsage, chatTemplate.AllowProfileUsage },
         { x => x.ToolIds, chatTemplate.ToolIds },
         { x => x.DataSourceOptions, chatTemplate.DataSourceOptions },
+        { x => x.ProfileId, chatTemplate.ProfileId },
+        { x => x.ProviderId, chatTemplate.ProviderId },
+        { x => x.WorkspaceName, chatTemplate.WorkspaceName },
     };
 
     private async Task DeleteChatTemplate(ChatTemplate chatTemplate)