From 740fab37cf39f242e628ca28d6bb9c89fa20cd36 Mon Sep 17 00:00:00 2001
From: Thorsten Sommer <SommerEngineering@users.noreply.github.com>
Date: Tue, 27 Jan 2026 19:41:47 +0100
Subject: [PATCH] Initial support for confidence & standard profile

---
 .../DocumentAnalysisAssistant.razor           |   7 +-
 .../DocumentAnalysisAssistant.razor.cs        | 110 +++++++++++++++---
 .../Tools/ComponentsExtensions.cs             |  16 ++-
 3 files changed, 112 insertions(+), 21 deletions(-)

diff --git a/app/MindWork AI Studio/Assistants/DocumentAnalysis/DocumentAnalysisAssistant.razor b/app/MindWork AI Studio/Assistants/DocumentAnalysis/DocumentAnalysisAssistant.razor
index 576664bb..fd1f2fb1 100644
--- a/app/MindWork AI Studio/Assistants/DocumentAnalysis/DocumentAnalysisAssistant.razor	
+++ b/app/MindWork AI Studio/Assistants/DocumentAnalysis/DocumentAnalysisAssistant.razor	
@@ -1,6 +1,7 @@
 @attribute [Route(Routes.ASSISTANT_DOCUMENT_ANALYSIS)]
 @inherits AssistantBaseCore<AIStudio.Dialogs.Settings.SettingsDialogDocumentAnalysis>
 
+@using AIStudio.Settings
 @using AIStudio.Settings.DataModel
 
 <PreviewPrototype ApplyInnerScrollingFix="true"/>
@@ -61,6 +62,10 @@ else
             
             <MudTextSwitch Disabled="@(this.IsNoPolicySelected || (this.selectedPolicy?.IsManaged ?? true))" Label="@T("Would you like to protect this policy so that you cannot accidentally edit or delete it?")" Value="@this.policyIsProtected" ValueChanged="async state => await this.PolicyProtectionWasChanged(state)" LabelOn="@T("Yes, protect this policy")" LabelOff="@T("No, the policy can be edited")" />
 
+            <ConfigurationMinConfidenceSelection Disabled="@(() => this.IsNoPolicySelectedOrProtected)" RestrictToGlobalMinimumConfidence="true" SelectedValue="@(() => this.policyMinimumProviderConfidence)" SelectionUpdateAsync="@(async level => await this.PolicyMinimumConfidenceWasChangedAsync(level))" />
+
+            <ConfigurationSelect OptionDescription="@T("Preselect one of your profiles?")" Disabled="@(() => this.IsNoPolicySelected)" SelectedValue="@(() => this.policyPreselectedProfileId)" Data="@ConfigurationSelectDataFactory.GetProfilesData(this.SettingsManager.ConfigurationData.Profiles)" SelectionUpdateAsync="@(async profileId => await this.PolicyPreselectedProfileWasChangedAsync(profileId))" OptionHelp="@T("Select a default profile for this policy. You can still change it later when running the assistant.")" />
+
             <MudText Typo="Typo.h5" Class="mt-6 mb-1">
                 @T("Analysis and output rules")
             </MudText>
@@ -117,4 +122,4 @@ else
     </ExpansionPanel>
 </MudExpansionPanels>
     
-<ProviderSelection @bind-ProviderSettings="@this.providerSettings" ValidateProvider="@this.ValidatingProvider"/>
\ No newline at end of file
+<ProviderSelection @bind-ProviderSettings="@this.providerSettings" ValidateProvider="@this.ValidatingProvider"/>
diff --git a/app/MindWork AI Studio/Assistants/DocumentAnalysis/DocumentAnalysisAssistant.razor.cs b/app/MindWork AI Studio/Assistants/DocumentAnalysis/DocumentAnalysisAssistant.razor.cs
index 7c886b21..a744c7bb 100644
--- a/app/MindWork AI Studio/Assistants/DocumentAnalysis/DocumentAnalysisAssistant.razor.cs	
+++ b/app/MindWork AI Studio/Assistants/DocumentAnalysis/DocumentAnalysisAssistant.razor.cs	
@@ -1,8 +1,11 @@
 using System.Text;
+using System.Diagnostics.CodeAnalysis;
 
 using AIStudio.Chat;
 using AIStudio.Dialogs;
 using AIStudio.Dialogs.Settings;
+using AIStudio.Provider;
+using AIStudio.Settings;
 using AIStudio.Settings.DataModel;
 
 using Microsoft.AspNetCore.Components;
@@ -169,6 +172,8 @@ public partial class DocumentAnalysisAssistant : AssistantBaseCore<SettingsDialo
             this.policyIsProtected = false;
             this.policyAnalysisRules = string.Empty;
             this.policyOutputRules = string.Empty;
+            this.policyMinimumProviderConfidence = ConfidenceLevel.NONE;
+            this.policyPreselectedProfileId = Profile.NO_PROFILE.Id;
         }
     }
     
@@ -181,6 +186,8 @@ public partial class DocumentAnalysisAssistant : AssistantBaseCore<SettingsDialo
             this.policyIsProtected = this.selectedPolicy.IsProtected;
             this.policyAnalysisRules = this.selectedPolicy.AnalysisRules;
             this.policyOutputRules = this.selectedPolicy.OutputRules;
+            this.policyMinimumProviderConfidence = this.selectedPolicy.MinimumProviderConfidence;
+            this.policyPreselectedProfileId = string.IsNullOrWhiteSpace(this.selectedPolicy.PreselectedProfile) ? Profile.NO_PROFILE.Id : this.selectedPolicy.PreselectedProfile;
             
             return true;
         }
@@ -206,6 +213,7 @@ public partial class DocumentAnalysisAssistant : AssistantBaseCore<SettingsDialo
 
         this.policyDefinitionExpanded = !this.selectedPolicy?.IsProtected ?? true;
         await base.OnInitializedAsync();
+        this.ApplyPolicyPreselection();
     }
 
     #endregion
@@ -214,21 +222,22 @@ public partial class DocumentAnalysisAssistant : AssistantBaseCore<SettingsDialo
     {
         if(this.selectedPolicy is null)
             return;
-        
-        if(!force && this.selectedPolicy.IsProtected)
-            return;
-        
-        if(!force && this.policyIsProtected)
-            return;
 
-        this.selectedPolicy.PreselectedProvider = this.providerSettings.Id;
-        
-        this.selectedPolicy.PolicyName = this.policyName;
-        this.selectedPolicy.PolicyDescription = this.policyDescription;
-        this.selectedPolicy.IsProtected = this.policyIsProtected;
-        this.selectedPolicy.AnalysisRules = this.policyAnalysisRules;
-        this.selectedPolicy.OutputRules = this.policyOutputRules;
-        
+        // The preselected profile is always user-adjustable, even for protected policies.
+        this.selectedPolicy.PreselectedProfile = this.policyPreselectedProfileId;
+
+        var canEditProtectedFields = force || (!this.selectedPolicy.IsProtected && !this.policyIsProtected);
+        if (canEditProtectedFields)
+        {
+            this.selectedPolicy.PreselectedProvider = this.providerSettings.Id;
+            this.selectedPolicy.PolicyName = this.policyName;
+            this.selectedPolicy.PolicyDescription = this.policyDescription;
+            this.selectedPolicy.IsProtected = this.policyIsProtected;
+            this.selectedPolicy.AnalysisRules = this.policyAnalysisRules;
+            this.selectedPolicy.OutputRules = this.policyOutputRules;
+            this.selectedPolicy.MinimumProviderConfidence = this.policyMinimumProviderConfidence;
+        }
+
         await this.SettingsManager.StoreSettings();
     }
 
@@ -239,6 +248,8 @@ public partial class DocumentAnalysisAssistant : AssistantBaseCore<SettingsDialo
     private string policyDescription = string.Empty;
     private string policyAnalysisRules = string.Empty;
     private string policyOutputRules = string.Empty;
+    private ConfidenceLevel policyMinimumProviderConfidence = ConfidenceLevel.NONE;
+    private string policyPreselectedProfileId = Profile.NO_PROFILE.Id;
     private HashSet<FileAttachment> loadedDocumentPaths = [];
     
     private bool IsNoPolicySelectedOrProtected => this.selectedPolicy is null || this.selectedPolicy.IsProtected;
@@ -250,6 +261,7 @@ public partial class DocumentAnalysisAssistant : AssistantBaseCore<SettingsDialo
         this.selectedPolicy = policy;
         this.ResetForm();
         this.policyDefinitionExpanded = !this.selectedPolicy?.IsProtected ?? true;
+        this.ApplyPolicyPreselection();
     }
 
     private Task PolicyDefinitionExpandedChanged(bool isExpanded)
@@ -322,6 +334,76 @@ public partial class DocumentAnalysisAssistant : AssistantBaseCore<SettingsDialo
         this.policyDefinitionExpanded = !state;
         await this.AutoSave(true);
     }
+
+    [SuppressMessage("Usage", "MWAIS0001:Direct access to `Providers` is not allowed", Justification = "Policy-specific preselection needs to probe providers by id before falling back to SettingsManager APIs.")]
+    private void ApplyPolicyPreselection()
+    {
+        if (this.selectedPolicy is null)
+            return;
+
+        var minimumLevel = this.GetPolicyMinimumConfidenceLevel();
+
+        // Keep the current provider if it still satisfies the minimum confidence:
+        if (this.providerSettings != Settings.Provider.NONE &&
+            this.providerSettings.UsedLLMProvider.GetConfidence(this.SettingsManager).Level >= minimumLevel)
+        {
+            this.currentProfile = this.ResolveProfileSelection();
+            return;
+        }
+
+        // Try to apply the policy preselection:
+        var policyProvider = this.SettingsManager.ConfigurationData.Providers.FirstOrDefault(x => x.Id == this.selectedPolicy.PreselectedProvider);
+        if (policyProvider is not null && policyProvider.UsedLLMProvider.GetConfidence(this.SettingsManager).Level >= minimumLevel)
+        {
+            this.providerSettings = policyProvider;
+            this.currentProfile = this.ResolveProfileSelection();
+            return;
+        }
+
+        this.providerSettings = this.SettingsManager.GetPreselectedProvider(this.Component, this.providerSettings.Id);
+        this.currentProfile = this.ResolveProfileSelection();
+    }
+
+    private ConfidenceLevel GetPolicyMinimumConfidenceLevel()
+    {
+        var minimumLevel = ConfidenceLevel.NONE;
+        var llmSettings = this.SettingsManager.ConfigurationData.LLMProviders;
+        var enforceGlobalMinimumConfidence = llmSettings is { EnforceGlobalMinimumConfidence: true, GlobalMinimumConfidence: not ConfidenceLevel.NONE and not ConfidenceLevel.UNKNOWN };
+        if (enforceGlobalMinimumConfidence)
+            minimumLevel = llmSettings.GlobalMinimumConfidence;
+
+        if (this.selectedPolicy is not null && this.selectedPolicy.MinimumProviderConfidence > minimumLevel)
+            minimumLevel = this.selectedPolicy.MinimumProviderConfidence;
+
+        return minimumLevel;
+    }
+
+    private Profile ResolveProfileSelection()
+    {
+        if (this.selectedPolicy is not null && !string.IsNullOrWhiteSpace(this.selectedPolicy.PreselectedProfile))
+        {
+            var policyProfile = this.SettingsManager.ConfigurationData.Profiles.FirstOrDefault(x => x.Id == this.selectedPolicy.PreselectedProfile);
+            if (policyProfile is not null)
+                return policyProfile;
+        }
+
+        return this.SettingsManager.GetPreselectedProfile(this.Component);
+    }
+
+    private async Task PolicyMinimumConfidenceWasChangedAsync(ConfidenceLevel level)
+    {
+        this.policyMinimumProviderConfidence = level;
+        await this.AutoSave();
+        
+        this.ApplyPolicyPreselection();
+    }
+
+    private async Task PolicyPreselectedProfileWasChangedAsync(string profileId)
+    {
+        this.policyPreselectedProfileId = profileId;
+        this.currentProfile = this.ResolveProfileSelection();
+        await this.AutoSave();
+    }
     
     private string? ValidatePolicyName(string name)
     {
diff --git a/app/MindWork AI Studio/Tools/ComponentsExtensions.cs b/app/MindWork AI Studio/Tools/ComponentsExtensions.cs
index 6d851beb..721ae79d 100644
--- a/app/MindWork AI Studio/Tools/ComponentsExtensions.cs	
+++ b/app/MindWork AI Studio/Tools/ComponentsExtensions.cs	
@@ -88,8 +88,9 @@ public static class ComponentsExtensions
         Components.BIAS_DAY_ASSISTANT => settingsManager.ConfigurationData.BiasOfTheDay.PreselectOptions ? settingsManager.ConfigurationData.BiasOfTheDay.MinimumProviderConfidence : default,
         Components.ERI_ASSISTANT => settingsManager.ConfigurationData.ERI.PreselectOptions ? settingsManager.ConfigurationData.ERI.MinimumProviderConfidence : default,
         
-        #warning Add minimum confidence for DOCUMENT_ANALYSIS_ASSISTANT:
-        //Components.DOCUMENT_ANALYSIS_ASSISTANT => settingsManager.ConfigurationData.DocumentAnalysis.PreselectOptions ? settingsManager.ConfigurationData.DocumentAnalysis.MinimumProviderConfidence : default,
+        // The minimum confidence for the Document Analysis Assistant is set per policy.
+        // We do this inside the Document Analysis Assistant component:
+        Components.DOCUMENT_ANALYSIS_ASSISTANT => ConfidenceLevel.NONE,
 
         _ => default,
     };
@@ -115,8 +116,9 @@ public static class ComponentsExtensions
             Components.ERI_ASSISTANT => settingsManager.ConfigurationData.ERI.PreselectOptions ? settingsManager.ConfigurationData.Providers.FirstOrDefault(x => x.Id == settingsManager.ConfigurationData.ERI.PreselectedProvider) : null,
             Components.I18N_ASSISTANT => settingsManager.ConfigurationData.I18N.PreselectOptions ? settingsManager.ConfigurationData.Providers.FirstOrDefault(x => x.Id == settingsManager.ConfigurationData.I18N.PreselectedProvider) : null,
             
-            #warning Add preselected provider for DOCUMENT_ANALYSIS_ASSISTANT:
-            //Components.DOCUMENT_ANALYSIS_ASSISTANT => settingsManager.ConfigurationData.DocumentAnalysis.PreselectOptions ? settingsManager.ConfigurationData.Providers.FirstOrDefault(x => x.Id == settingsManager.ConfigurationData.DocumentAnalysis.PreselectedProvider) : null,
+            // The Document Analysis Assistant does not have a preselected provider at the component level.
+            // The provider is selected per policy instead. We do this inside the Document Analysis Assistant component.
+            Components.DOCUMENT_ANALYSIS_ASSISTANT => Settings.Provider.NONE,
 
             Components.CHAT => settingsManager.ConfigurationData.Chat.PreselectOptions ? settingsManager.ConfigurationData.Providers.FirstOrDefault(x => x.Id == settingsManager.ConfigurationData.Chat.PreselectedProvider) : null,
 
@@ -132,8 +134,6 @@ public static class ComponentsExtensions
 
     public static Profile PreselectedProfile(this Components component, SettingsManager settingsManager) => component switch
     {
-        #warning Add preselected profile for DOCUMENT_ANALYSIS_ASSISTANT:
-        // Components.DOCUMENT_ANALYSIS_ASSISTANT => settingsManager.ConfigurationData.DocumentAnalysis.PreselectOptions ? settingsManager.ConfigurationData.Profiles.FirstOrDefault(x => x.Id == settingsManager.ConfigurationData.DocumentAnalysis.PreselectedProfile) : default,
         Components.AGENDA_ASSISTANT => settingsManager.ConfigurationData.Agenda.PreselectOptions ? settingsManager.ConfigurationData.Profiles.FirstOrDefault(x => x.Id == settingsManager.ConfigurationData.Agenda.PreselectedProfile) ?? Profile.NO_PROFILE : Profile.NO_PROFILE,
         Components.CODING_ASSISTANT => settingsManager.ConfigurationData.Coding.PreselectOptions ? settingsManager.ConfigurationData.Profiles.FirstOrDefault(x => x.Id == settingsManager.ConfigurationData.Coding.PreselectedProfile) ?? Profile.NO_PROFILE : Profile.NO_PROFILE,
         Components.EMAIL_ASSISTANT => settingsManager.ConfigurationData.EMail.PreselectOptions ? settingsManager.ConfigurationData.Profiles.FirstOrDefault(x => x.Id == settingsManager.ConfigurationData.EMail.PreselectedProfile) ?? Profile.NO_PROFILE : Profile.NO_PROFILE,
@@ -142,6 +142,10 @@ public static class ComponentsExtensions
         Components.BIAS_DAY_ASSISTANT => settingsManager.ConfigurationData.BiasOfTheDay.PreselectOptions ? settingsManager.ConfigurationData.Profiles.FirstOrDefault(x => x.Id == settingsManager.ConfigurationData.BiasOfTheDay.PreselectedProfile) ?? Profile.NO_PROFILE : Profile.NO_PROFILE,
         Components.ERI_ASSISTANT => settingsManager.ConfigurationData.ERI.PreselectOptions ? settingsManager.ConfigurationData.Profiles.FirstOrDefault(x => x.Id == settingsManager.ConfigurationData.ERI.PreselectedProfile) ?? Profile.NO_PROFILE : Profile.NO_PROFILE,
 
+        // The Document Analysis Assistant does not have a preselected profile at the component level.
+        // The profile is selected per policy instead. We do this inside the Document Analysis Assistant component:
+        Components.DOCUMENT_ANALYSIS_ASSISTANT => Profile.NO_PROFILE,
+        
         Components.CHAT => settingsManager.ConfigurationData.Chat.PreselectOptions ? settingsManager.ConfigurationData.Profiles.FirstOrDefault(x => x.Id == settingsManager.ConfigurationData.Chat.PreselectedProfile) ?? Profile.NO_PROFILE : Profile.NO_PROFILE,
         
         _ => Profile.NO_PROFILE,