Added batch processing settings

app/MindWork AI Studio/Assistants/AssistantBase.razor.cs

@@ -180,6 +180,7 @@ public abstract partial class AssistantBase<TSettings> : AssistantLowerBase wher
         this.ProviderSettings = this.SettingsManager.GetPreselectedProvider(this.Component);
         this.CurrentProfile = this.SettingsManager.GetPreselectedProfile(this.Component);
         this.CurrentChatTemplate = this.SettingsManager.GetPreselectedChatTemplate(this.Component);
+        await this.OnDefaultsAppliedAsync();
         this.assistantSessionKey = new(this.Component, this.AssistantSessionInstanceId);
         await this.AttachAssistantSessionIfAvailable();
         await this.ConsumeMediaOutcomeAsync();
@@ -312,6 +313,11 @@ public abstract partial class AssistantBase<TSettings> : AssistantLowerBase wher
     /// </remarks>
     protected virtual Task OnFormChange() => Task.CompletedTask;
 
+    /// <summary>
+    /// Allows assistants to finish asynchronous work after their configured defaults were applied.
+    /// </summary>
+    protected virtual Task OnDefaultsAppliedAsync() => Task.CompletedTask;
+    
     /// <summary>
     /// Add an issue to the UI.
     /// </summary>
@@ -668,6 +674,7 @@ public abstract partial class AssistantBase<TSettings> : AssistantLowerBase wher
         
         this.ResetForm();
         this.ResetProviderAndProfileSelection();
+        await this.OnDefaultsAppliedAsync();
         
         this.InputIsValid = false;
         this.InputIssues = [];

app/MindWork AI Studio/Assistants/BatchProcessing/AssistantBatchProcessing.razor

@@ -1,5 +1,5 @@
 @attribute [Route(Routes.ASSISTANT_BATCH_PROCESSING)]
-@inherits AssistantBaseCore<AIStudio.Dialogs.Settings.NoSettingsPanel>
+@inherits AssistantBaseCore<AIStudio.Dialogs.Settings.SettingsDialogBatchProcessing>
 @using AIStudio.Settings.DataModel
 
 <MudText Typo="Typo.h5" Class="mb-3">
@@ -16,7 +16,7 @@
     @T("Instructions")
 </MudText>
 
-<MudSelect T="BatchProcessingPromptSource" @bind-Value="@this.promptSource" Disabled="@this.isProcessingBatch" AdornmentIcon="@Icons.Material.Filled.EditNote" Adornment="Adornment.Start" Label="@T("Source of the instructions")" Variant="Variant.Outlined" Margin="Margin.Dense" Class="mb-3">
+<MudSelect T="BatchProcessingPromptSource" Value="@this.promptSource" ValueChanged="@this.PromptSourceChanged" Disabled="@this.isProcessingBatch" AdornmentIcon="@Icons.Material.Filled.EditNote" Adornment="Adornment.Start" Label="@T("Source of the instructions")" Variant="Variant.Outlined" Margin="Margin.Dense" Class="mb-3">
     @foreach (var source in Enum.GetValues<BatchProcessingPromptSource>())
     {
         <MudSelectItem Value="@source">
@@ -31,7 +31,17 @@
 }
 else if (this.promptSource is BatchProcessingPromptSource.FILE_IMPORT)
 {
-    <ReadFileContent Text="@T("Select the file with your instructions")" @bind-FileContent="@this.importedPrompt" ShowAttachedDocumentState="@true" Disabled="@this.isProcessingBatch"/>
+    <ReadFileContent Text="@T("Select the file with your instructions")" @bind-FileContent="@this.ImportedPrompt" ShowAttachedDocumentState="@true" Disabled="@this.isProcessingBatch"/>
+
+    @if (!string.IsNullOrWhiteSpace(this.promptFilePath))
+    {
+        <MudText Typo="Typo.body2" Class="mb-3">@(string.Format(T("Configured instructions file: {0}"), this.promptFilePath))</MudText>
+    }
+
+    @if (!string.IsNullOrWhiteSpace(this.promptFileLoadIssue))
+    {
+        <MudAlert Severity="Severity.Error" Dense="true" Class="mb-3">@this.promptFileLoadIssue</MudAlert>
+    }
 
     <MudJustifiedText Typo="Typo.body2" Class="mb-3">
         @T("The content of the selected file is used as the instructions for every single document of the batch run.")
@@ -39,6 +49,11 @@ else if (this.promptSource is BatchProcessingPromptSource.FILE_IMPORT)
 }
 else
 {
+    @if (this.ConfiguredPolicyIsMissing)
+    {
+        <MudAlert Severity="Severity.Warning" Dense="true" Class="mb-3">@T("The configured default policy no longer exists. Please select another document analysis policy.")</MudAlert>
+    }
+
     @if (this.SettingsManager.ConfigurationData.DocumentAnalysis.Policies.Count is 0)
     {
         <MudJustifiedText Typo="Typo.body1" Class="mb-3">
@@ -50,7 +65,7 @@ else
     }
     else
     {
-        <MudSelect T="DataDocumentAnalysisPolicy" @bind-Value="@this.selectedPolicy" Disabled="@this.isProcessingBatch" AdornmentIcon="@Icons.Material.Filled.Policy" Adornment="Adornment.Start" Label="@T("Document analysis policy")" Variant="Variant.Outlined" Margin="Margin.Dense" Class="mb-3">
+        <MudSelect T="DataDocumentAnalysisPolicy" Value="@this.selectedPolicy" ValueChanged="@this.SelectedPolicyChanged" Disabled="@this.isProcessingBatch" AdornmentIcon="@Icons.Material.Filled.Policy" Adornment="Adornment.Start" Label="@T("Document analysis policy")" Variant="Variant.Outlined" Margin="Margin.Dense" Class="mb-3">
             @foreach (var policy in this.SettingsManager.ConfigurationData.DocumentAnalysis.Policies)
             {
                 <MudSelectItem Value="@policy">

app/MindWork AI Studio/Assistants/BatchProcessing/AssistantBatchProcessing.razor.Prompts.cs

@@ -1,6 +1,5 @@
 using AIStudio.Chat;
 using AIStudio.Provider;
-using AIStudio.Settings;
 
 namespace AIStudio.Assistants.BatchProcessing;
 
@@ -92,7 +91,7 @@ public partial class AssistantBatchProcessing
         {
             IncludeDateTime = false,
             SelectedProvider = this.ProviderSettings.Id,
-            SelectedProfile = Profile.NO_PROFILE.Id,
+            SelectedProfile = this.CurrentProfile.Id,
             SystemPrompt = this.SystemPrompt,
             WorkspaceId = Guid.Empty,
             ChatId = Guid.NewGuid(),

app/MindWork AI Studio/Assistants/BatchProcessing/AssistantBatchProcessing.razor.Validation.cs

@@ -47,7 +47,9 @@ public partial class AssistantBatchProcessing
     /// </summary>
     private string? ValidateInstructionSource() => this.promptSource switch
     {
+        BatchProcessingPromptSource.POLICY when this.ConfiguredPolicyIsMissing => T("The configured default policy no longer exists. Please select another document analysis policy."),
         BatchProcessingPromptSource.POLICY when this.selectedPolicy is null => T("Please select a document analysis policy."),
+        BatchProcessingPromptSource.FILE_IMPORT when !string.IsNullOrWhiteSpace(this.promptFileLoadIssue) => this.promptFileLoadIssue,
         BatchProcessingPromptSource.FILE_IMPORT when string.IsNullOrWhiteSpace(this.importedPrompt) => T("Please select the file which contains your instructions."),
 
         _ => null,

app/MindWork AI Studio/Assistants/BatchProcessing/AssistantBatchProcessing.razor.cs

@@ -1,17 +1,17 @@
 using AIStudio.Dialogs.Settings;
 using AIStudio.Provider;
+using AIStudio.Settings;
 using AIStudio.Settings.DataModel;
 
 using Microsoft.AspNetCore.Components;
 
 namespace AIStudio.Assistants.BatchProcessing;
 
-public partial class AssistantBatchProcessing : AssistantBaseCore<NoSettingsPanel>
+public partial class AssistantBatchProcessing : AssistantBaseCore<SettingsDialogBatchProcessing>
 {
     [Inject]
     private IDialogService DialogService { get; init; } = null!;
 
-    private const string DEFAULT_FILE_PATTERNS = "*.pdf;*.docx;*.pptx;*.xlsx;*.md;*.txt";
     private const string DEFAULT_OUTPUT_DIRECTORY_NAME = "ai-results";
     private const string DEFAULT_RESULTS_FILENAME = "batch-results.csv";
     private const string CSV_EXTENSION = ".csv";
@@ -40,7 +40,7 @@ public partial class AssistantBatchProcessing : AssistantBaseCore<NoSettingsPane
 
     protected override bool ShowResult => false;
 
-    protected override bool AllowProfiles => false;
+    protected override bool AllowProfiles => true;
 
     protected override bool ShowSendTo => false;
 
@@ -51,31 +51,39 @@ public partial class AssistantBatchProcessing : AssistantBaseCore<NoSettingsPane
         if (this.isProcessingBatch)
             return;
 
-        this.inputDirectory = string.Empty;
+        this.ApplyFormDefaults();
-        this.outputDirectory = string.Empty;
-        this.filePatterns = DEFAULT_FILE_PATTERNS;
-        this.includeSubdirectories = false;
-        this.promptSource = BatchProcessingPromptSource.FREE_PROMPT;
-        this.freePrompt = string.Empty;
         this.importedPrompt = string.Empty;
-        this.selectedPolicy = null;
+        this.promptFileLoadIssue = string.Empty;
-        this.outputMode = BatchProcessingOutputMode.MARKDOWN_FILES;
-        this.resultColumnHeader = string.Empty;
-        this.csvFileName = string.Empty;
         this.fileResults.Clear();
         this.usedResultFileNames.Clear();
+        this.hasReportedWriteFailure = false;
         this.numProcessedFiles = 0;
     }
 
-    protected override bool MightPreselectValues() => false;
+    protected override bool MightPreselectValues()
+    {
+        if (!this.SettingsManager.ConfigurationData.BatchProcessing.PreselectOptions)
+            return false;
+
+        this.ApplyFormDefaults();
+        return true;
+    }
+
+    protected override async Task OnDefaultsAppliedAsync()
+    {
+        await this.LoadConfiguredPromptFileAsync();
+        this.ApplyPolicyPreselection();
+    }
 
     private string inputDirectory = string.Empty;
     private string outputDirectory = string.Empty;
-    private string filePatterns = DEFAULT_FILE_PATTERNS;
+    private string filePatterns = DataBatchProcessing.DEFAULT_FILE_PATTERNS;
     private bool includeSubdirectories;
     private BatchProcessingPromptSource promptSource = BatchProcessingPromptSource.FREE_PROMPT;
     private string freePrompt = string.Empty;
     private string importedPrompt = string.Empty;
+    private string promptFilePath = string.Empty;
+    private string promptFileLoadIssue = string.Empty;
     private DataDocumentAnalysisPolicy? selectedPolicy;
     private BatchProcessingOutputMode outputMode = BatchProcessingOutputMode.MARKDOWN_FILES;
     private string resultColumnHeader = string.Empty;
@@ -92,11 +100,163 @@ public partial class AssistantBatchProcessing : AssistantBaseCore<NoSettingsPane
     /// </summary>
     private string ResultColumnHeader => string.IsNullOrWhiteSpace(this.resultColumnHeader) ? T("Result") : this.resultColumnHeader.Trim();
 
+    /// <summary>
+    /// Updates the manually imported prompt and stops presenting an obsolete
+    /// configured path or load error once the user has selected another file.
+    /// </summary>
+    private string ImportedPrompt
+    {
+        get => this.importedPrompt;
+        set
+        {
+            this.importedPrompt = value;
+            this.promptFilePath = string.Empty;
+            this.promptFileLoadIssue = string.Empty;
+        }
+    }
+
+    private bool ConfiguredPolicyIsMissing
+    {
+        get
+        {
+            var settings = this.SettingsManager.ConfigurationData.BatchProcessing;
+            return settings.PreselectOptions
+                   && this.promptSource is BatchProcessingPromptSource.POLICY
+                   && !string.IsNullOrWhiteSpace(settings.PreselectedPolicyId)
+                   && this.selectedPolicy is null;
+        }
+    }
+
     private ConfidenceLevel GetMinimumConfidenceLevel()
     {
-        if (this.promptSource is BatchProcessingPromptSource.POLICY && this.selectedPolicy is not null)
+        var minimumLevel = this.SettingsManager.GetMinimumConfidenceLevel(this.Component);
-            return this.selectedPolicy.MinimumProviderConfidence;
+        if (this.promptSource is BatchProcessingPromptSource.POLICY
+            && this.selectedPolicy is not null
+            && this.selectedPolicy.MinimumProviderConfidence > minimumLevel)
+            minimumLevel = this.selectedPolicy.MinimumProviderConfidence;
 
-        return ConfidenceLevel.NONE;
+        return minimumLevel;
+    }
+
+    private void ApplyFormDefaults()
+    {
+        var settings = this.SettingsManager.ConfigurationData.BatchProcessing;
+        if (!settings.PreselectOptions)
+        {
+            this.inputDirectory = string.Empty;
+            this.outputDirectory = string.Empty;
+            this.filePatterns = DataBatchProcessing.DEFAULT_FILE_PATTERNS;
+            this.includeSubdirectories = false;
+            this.promptSource = BatchProcessingPromptSource.FREE_PROMPT;
+            this.freePrompt = string.Empty;
+            this.promptFilePath = string.Empty;
+            this.selectedPolicy = null;
+            this.outputMode = BatchProcessingOutputMode.MARKDOWN_FILES;
+            this.resultColumnHeader = string.Empty;
+            this.csvFileName = string.Empty;
+            return;
+        }
+
+        this.inputDirectory = settings.InputDirectory;
+        this.outputDirectory = settings.OutputDirectory;
+        this.filePatterns = settings.FilePatterns;
+        this.includeSubdirectories = settings.IncludeSubdirectories;
+        this.promptSource = settings.PromptSource;
+        this.freePrompt = settings.FreePrompt;
+        this.promptFilePath = settings.PromptFilePath;
+        this.selectedPolicy = this.SettingsManager.ConfigurationData.DocumentAnalysis.Policies
+            .FirstOrDefault(policy => policy.Id == settings.PreselectedPolicyId);
+        this.outputMode = settings.OutputMode;
+        this.resultColumnHeader = settings.ResultColumnHeader;
+        this.csvFileName = settings.CsvFileName;
+    }
+
+    private async Task LoadConfiguredPromptFileAsync()
+    {
+        this.promptFileLoadIssue = string.Empty;
+        if (this.promptSource is not BatchProcessingPromptSource.FILE_IMPORT || string.IsNullOrWhiteSpace(this.promptFilePath))
+            return;
+
+        this.importedPrompt = string.Empty;
+        if (!string.Equals(Path.GetExtension(this.promptFilePath), ".md", StringComparison.OrdinalIgnoreCase))
+        {
+            this.promptFileLoadIssue = T("The configured instructions file must be a Markdown file (*.md).");
+            return;
+        }
+
+        if (!File.Exists(this.promptFilePath))
+        {
+            this.promptFileLoadIssue = T("The configured instructions file no longer exists.");
+            return;
+        }
+
+        try
+        {
+            this.importedPrompt = await File.ReadAllTextAsync(this.promptFilePath);
+            if (string.IsNullOrWhiteSpace(this.importedPrompt))
+                this.promptFileLoadIssue = T("The configured instructions file is empty.");
+        }
+        catch (Exception exception)
+        {
+            this.Logger.LogError(exception, "Could not load the configured batch instructions file '{PromptFilePath}'.", this.promptFilePath);
+            this.promptFileLoadIssue = T("The configured instructions file could not be read.");
+        }
+    }
+
+    private void PromptSourceChanged(BatchProcessingPromptSource source)
+    {
+        this.promptSource = source;
+        if (source is BatchProcessingPromptSource.POLICY)
+            this.ApplyPolicyPreselection();
+        else
+            this.ResetProviderAndProfileSelection();
+    }
+
+    private void SelectedPolicyChanged(DataDocumentAnalysisPolicy? policy)
+    {
+        this.selectedPolicy = policy;
+        this.ApplyPolicyPreselection();
+    }
+
+    private void ApplyPolicyPreselection()
+    {
+        if (this.promptSource is not BatchProcessingPromptSource.POLICY || this.selectedPolicy is null)
+            return;
+
+        var minimumLevel = this.GetMinimumConfidenceLevel();
+        var policyProvider = this.SettingsManager.GetPreselectedProvider(this.Component, this.selectedPolicy.PreselectedProvider);
+        if (policyProvider != Settings.Provider.NONE
+            && policyProvider.UsedLLMProvider.GetConfidence(this.SettingsManager).Level >= minimumLevel)
+            this.ProviderSettings = policyProvider;
+        else
+        {
+            var fallbackProvider = this.SettingsManager.GetPreselectedProvider(this.Component, usePreselectionBeforeCurrentProvider: true);
+            this.ProviderSettings = fallbackProvider != Settings.Provider.NONE
+                                    && fallbackProvider.UsedLLMProvider.GetConfidence(this.SettingsManager).Level >= minimumLevel
+                ? fallbackProvider
+                : Settings.Provider.NONE;
+        }
+
+        this.CurrentProfile = this.ResolvePolicyProfile();
+    }
+
+    private Profile ResolvePolicyProfile()
+    {
+        if (this.selectedPolicy is null)
+            return this.SettingsManager.GetPreselectedProfile(this.Component);
+
+        var policyProfile = ProfilePreselection.FromStoredValue(this.selectedPolicy.PreselectedProfile);
+        if (policyProfile.DoNotPreselectProfile)
+            return Profile.NO_PROFILE;
+
+        if (policyProfile.UseSpecificProfile)
+        {
+            var profile = this.SettingsManager.ConfigurationData.Profiles
+                .FirstOrDefault(candidate => candidate.Id == policyProfile.SpecificProfileId);
+            if (profile is not null)
+                return profile;
+        }
+
+        return this.SettingsManager.GetPreselectedProfile(this.Component);
     }
 }

app/MindWork AI Studio/Dialogs/Settings/SettingsDialogBatchProcessing.razor

@@ -0,0 +1,58 @@
+@using AIStudio.Assistants.BatchProcessing
+@using AIStudio.Settings
+@inherits SettingsDialogBase
+
+<MudDialog>
+    <TitleContent>
+        <MudText Typo="Typo.h6" Class="d-flex align-center">
+            <MudIcon Icon="@Icons.Material.Filled.BatchPrediction" Class="mr-2"/>
+            @T("Assistant: Batch Processing defaults")
+        </MudText>
+    </TitleContent>
+    <DialogContent>
+        <MudPaper Class="pa-3 mb-8 border-dashed border rounded-lg">
+            <ConfigurationOption OptionDescription="@T("Preselect batch processing options?")" LabelOn="@T("Batch processing options are preselected")" LabelOff="@T("No batch processing options are preselected")" State="@(() => this.SettingsManager.ConfigurationData.BatchProcessing.PreselectOptions)" StateUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.PreselectOptions = value)" OptionHelp="@T("When enabled, new batch runs start with the defaults configured below.")" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.PreselectOptions, out var meta) && meta.IsLocked"/>
+
+            <MudText Typo="Typo.h6" Class="mb-3">@T("Input")</MudText>
+            <ConfigurationText OptionDescription="@T("Default input folder")" Disabled="@this.DefaultsDisabled" Icon="@Icons.Material.Filled.Folder" Text="@(() => this.SettingsManager.ConfigurationData.BatchProcessing.InputDirectory)" TextUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.InputDirectory = value)" OptionHelp="@T("Leave empty when an input folder should be selected for every batch run.")" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.InputDirectory, out var meta) && meta.IsLocked"/>
+            <ConfigurationText OptionDescription="@T("Default file patterns")" Disabled="@this.DefaultsDisabled" Icon="@Icons.Material.Filled.FilterAlt" Text="@(() => this.SettingsManager.ConfigurationData.BatchProcessing.FilePatterns)" TextUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.FilePatterns = value)" OptionHelp="@T("Separate multiple file patterns with a semicolon, e.g., *.pdf;*.docx.")" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.FilePatterns, out var meta) && meta.IsLocked"/>
+            <ConfigurationOption OptionDescription="@T("Include subfolders by default?")" Disabled="@this.DefaultsDisabled" LabelOn="@T("Subfolders are included")" LabelOff="@T("Only the selected folder is processed")" State="@(() => this.SettingsManager.ConfigurationData.BatchProcessing.IncludeSubdirectories)" StateUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.IncludeSubdirectories = value)" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.IncludeSubdirectories, out var meta) && meta.IsLocked"/>
+
+            <MudText Typo="Typo.h6" Class="mb-3 mt-6">@T("Instructions")</MudText>
+            <ConfigurationSelect OptionDescription="@T("Default source of the instructions")" Disabled="@this.DefaultsDisabled" SelectedValue="@(() => this.SettingsManager.ConfigurationData.BatchProcessing.PromptSource)" Data="@this.PromptSourceData" SelectionUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.PromptSource = value)" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.PromptSource, out var meta) && meta.IsLocked"/>
+            @if (this.SettingsManager.ConfigurationData.BatchProcessing.PromptSource is BatchProcessingPromptSource.FREE_PROMPT)
+            {
+                <ConfigurationText OptionDescription="@T("Default prompt")" Disabled="@this.DefaultsDisabled" Icon="@Icons.Material.Filled.EditNote" NumLines="5" MaxLines="26" Text="@(() => this.SettingsManager.ConfigurationData.BatchProcessing.FreePrompt)" TextUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.FreePrompt = value)" OptionHelp="@T("These instructions are applied to every document of a new batch run.")" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.FreePrompt, out var meta) && meta.IsLocked"/>
+            }
+            else if (this.SettingsManager.ConfigurationData.BatchProcessing.PromptSource is BatchProcessingPromptSource.FILE_IMPORT)
+            {
+                <ConfigurationText OptionDescription="@T("Default Markdown instructions file")" Disabled="@this.DefaultsDisabled" Icon="@Icons.Material.Filled.Description" Text="@(() => this.SettingsManager.ConfigurationData.BatchProcessing.PromptFilePath)" TextUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.PromptFilePath = value)" OptionHelp="@T("The current content of this Markdown file is loaded whenever the defaults are applied.")" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.PromptFilePath, out var meta) && meta.IsLocked"/>
+            }
+            else
+            {
+                <ConfigurationSelect OptionDescription="@T("Default document analysis policy")" Disabled="@this.DefaultsDisabled" SelectedValue="@(() => this.SettingsManager.ConfigurationData.BatchProcessing.PreselectedPolicyId)" Data="@this.PolicyData" SelectionUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.PreselectedPolicyId = value)" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.PreselectedPolicyId, out var meta) && meta.IsLocked"/>
+                @if (this.SelectedPolicyMissing)
+                {
+                    <MudAlert Severity="Severity.Warning" Dense="true" Class="mb-6">@T("The configured default policy no longer exists. Select another policy before starting a policy-based batch run.")</MudAlert>
+                }
+            }
+
+            <MudText Typo="Typo.h6" Class="mb-3 mt-6">@T("Output")</MudText>
+            <ConfigurationSelect OptionDescription="@T("Default output mode")" Disabled="@this.DefaultsDisabled" SelectedValue="@(() => this.SettingsManager.ConfigurationData.BatchProcessing.OutputMode)" Data="@this.OutputModeData" SelectionUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.OutputMode = value)" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.OutputMode, out var meta) && meta.IsLocked"/>
+            @if (this.SettingsManager.ConfigurationData.BatchProcessing.OutputMode is BatchProcessingOutputMode.TABLE_ONLY)
+            {
+                <ConfigurationText OptionDescription="@T("Default results table name")" Disabled="@this.DefaultsDisabled" Icon="@Icons.Material.Filled.Description" Text="@(() => this.SettingsManager.ConfigurationData.BatchProcessing.CsvFileName)" TextUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.CsvFileName = value)" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.CsvFileName, out var meta) && meta.IsLocked"/>
+                <ConfigurationText OptionDescription="@T("Default result column header")" Disabled="@this.DefaultsDisabled" Icon="@Icons.Material.Filled.TableChart" Text="@(() => this.SettingsManager.ConfigurationData.BatchProcessing.ResultColumnHeader)" TextUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.ResultColumnHeader = value)" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.ResultColumnHeader, out var meta) && meta.IsLocked"/>
+            }
+            <ConfigurationText OptionDescription="@T("Default output folder")" Disabled="@this.DefaultsDisabled" Icon="@Icons.Material.Filled.Folder" Text="@(() => this.SettingsManager.ConfigurationData.BatchProcessing.OutputDirectory)" TextUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.OutputDirectory = value)" OptionHelp="@T("Leave empty to use the ai-results subfolder of the input folder.")" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.OutputDirectory, out var meta) && meta.IsLocked"/>
+
+            <MudText Typo="Typo.h6" Class="mb-3 mt-6">@T("AI selection")</MudText>
+            <ConfigurationMinConfidenceSelection Disabled="@this.DefaultsDisabled" RestrictToGlobalMinimumConfidence="true" SelectedValue="@(() => this.SettingsManager.ConfigurationData.BatchProcessing.MinimumProviderConfidence)" SelectionUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.MinimumProviderConfidence = value)" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.MinimumProviderConfidence, out var meta) && meta.IsLocked"/>
+            <ConfigurationProviderSelection Component="Components.BATCH_PROCESSING_ASSISTANT" Data="@this.AvailableLLMProviders" Disabled="@this.DefaultsDisabled" SelectedValue="@(() => this.SettingsManager.ConfigurationData.BatchProcessing.PreselectedProvider)" SelectionUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.PreselectedProvider = value)" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.PreselectedProvider, out var meta) && meta.IsLocked"/>
+            <ConfigurationSelect OptionDescription="@T("Default profile")" Disabled="@this.DefaultsDisabled" SelectedValue="@(() => ProfilePreselection.FromStoredValue(this.SettingsManager.ConfigurationData.BatchProcessing.PreselectedProfile))" Data="@ConfigurationSelectDataFactory.GetComponentProfilesData(this.SettingsManager.ConfigurationData.Profiles)" SelectionUpdate="@(value => this.SettingsManager.ConfigurationData.BatchProcessing.PreselectedProfile = value)" OptionHelp="@T("Choose whether batch runs should use the app default profile, no profile, or a specific profile.")" IsLocked="() => ManagedConfiguration.TryGet(x => x.BatchProcessing, x => x.PreselectedProfile, out var meta) && meta.IsLocked"/>
+        </MudPaper>
+    </DialogContent>
+    <DialogActions>
+        <MudButton OnClick="@this.Close" Variant="Variant.Filled">@T("Close")</MudButton>
+    </DialogActions>
+</MudDialog>

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

@@ -0,0 +1,48 @@
+using AIStudio.Assistants.BatchProcessing;
+using AIStudio.Settings;
+
+namespace AIStudio.Dialogs.Settings;
+
+public partial class SettingsDialogBatchProcessing : SettingsDialogBase
+{
+    private bool DefaultsDisabled() => !this.SettingsManager.ConfigurationData.BatchProcessing.PreselectOptions;
+
+    private IReadOnlyList<ConfigurationSelectData<BatchProcessingPromptSource>> PromptSourceData =>
+    [
+        .. Enum
+            .GetValues<BatchProcessingPromptSource>()
+            .Select(value => new ConfigurationSelectData<BatchProcessingPromptSource>(value.Name(), value))
+    ];
+
+    private IReadOnlyList<ConfigurationSelectData<BatchProcessingOutputMode>> OutputModeData =>
+    [
+        .. Enum
+            .GetValues<BatchProcessingOutputMode>()
+            .Select(value => new ConfigurationSelectData<BatchProcessingOutputMode>(value.Name(), value))
+    ];
+
+    private IReadOnlyList<ConfigurationSelectData<string>> PolicyData
+    {
+        get
+        {
+            var selectedPolicyId = this.SettingsManager.ConfigurationData.BatchProcessing.PreselectedPolicyId;
+            var policies = this.SettingsManager.ConfigurationData.DocumentAnalysis.Policies
+                .Select(policy => new ConfigurationSelectData<string>(policy.PolicyName, policy.Id))
+                .ToList();
+
+            if (this.SelectedPolicyMissing)
+                policies.Add(new(string.Format(T("Missing policy ({0})"), selectedPolicyId), selectedPolicyId));
+
+            return policies;
+        }
+    }
+
+    private bool SelectedPolicyMissing
+    {
+        get
+        {
+            var selectedPolicyId = this.SettingsManager.ConfigurationData.BatchProcessing.PreselectedPolicyId;
+            return !string.IsNullOrWhiteSpace(selectedPolicyId) && this.SettingsManager.ConfigurationData.DocumentAnalysis.Policies.All(policy => policy.Id != selectedPolicyId);
+        }
+    }
+}

app/MindWork AI Studio/Plugins/configuration/plugin.lua

@@ -394,6 +394,62 @@ CONFIG["SETTINGS"] = {}
 -- CONFIG["SETTINGS"]["DataChat.PreselectedDataSourceIds.AllowUserOverride"] = true
 -- CONFIG["SETTINGS"]["DataChat.SendToChatDataSourceBehavior.AllowUserOverride"] = true
 
+-- Configure defaults for the Batch Processing Assistant.
+-- Preselection must be enabled for the remaining batch settings to take effect.
+-- CONFIG["SETTINGS"]["DataBatchProcessing.PreselectOptions"] = true
+--
+-- Configure the default input and output folders.
+-- Leave the input folder empty to require a selection for every new batch run.
+-- Leave the output folder empty to use the ai-results subfolder of the input folder.
+-- CONFIG["SETTINGS"]["DataBatchProcessing.InputDirectory"] = ""
+-- CONFIG["SETTINGS"]["DataBatchProcessing.OutputDirectory"] = ""
+--
+-- Configure the default file patterns and whether subfolders are included.
+-- Separate multiple patterns with semicolons.
+-- CONFIG["SETTINGS"]["DataBatchProcessing.FilePatterns"] = "*.pdf;*.docx;*.pptx;*.xlsx;*.md;*.txt"
+-- CONFIG["SETTINGS"]["DataBatchProcessing.IncludeSubdirectories"] = false
+--
+-- Configure the default instruction source.
+-- Allowed values are: FREE_PROMPT, FILE_IMPORT, POLICY
+-- CONFIG["SETTINGS"]["DataBatchProcessing.PromptSource"] = "FREE_PROMPT"
+-- CONFIG["SETTINGS"]["DataBatchProcessing.FreePrompt"] = "Summarize each document."
+-- CONFIG["SETTINGS"]["DataBatchProcessing.PromptFilePath"] = ""
+--
+-- The policy ID must reference an entry in CONFIG["DOCUMENT_ANALYSIS_POLICIES"] or a
+-- user-configured policy. It is used only when PromptSource is POLICY.
+-- CONFIG["SETTINGS"]["DataBatchProcessing.PreselectedPolicyId"] = ""
+--
+-- Configure the default output mode.
+-- Allowed values are: MARKDOWN_FILES, TABLE_ONLY
+-- CONFIG["SETTINGS"]["DataBatchProcessing.OutputMode"] = "MARKDOWN_FILES"
+-- CONFIG["SETTINGS"]["DataBatchProcessing.CsvFileName"] = "batch-results.csv"
+-- CONFIG["SETTINGS"]["DataBatchProcessing.ResultColumnHeader"] = "Result"
+--
+-- Configure the minimum provider confidence and the default provider and profile.
+-- Allowed confidence values are: NONE, UNTRUSTED, UNKNOWN, VERY_LOW, LOW, MODERATE, MEDIUM, HIGH
+-- A policy can require a higher minimum confidence; the stricter level wins.
+-- CONFIG["SETTINGS"]["DataBatchProcessing.MinimumProviderConfidence"] = "NONE"
+-- CONFIG["SETTINGS"]["DataBatchProcessing.PreselectedProvider"] = "00000000-0000-0000-0000-000000000000"
+-- Please note: an empty profile ID uses the app default profile; the all-zero ID uses no profile.
+-- CONFIG["SETTINGS"]["DataBatchProcessing.PreselectedProfile"] = ""
+--
+-- Allow users to change individual managed batch defaults locally.
+-- CONFIG["SETTINGS"]["DataBatchProcessing.PreselectOptions.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataBatchProcessing.InputDirectory.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataBatchProcessing.OutputDirectory.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataBatchProcessing.FilePatterns.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataBatchProcessing.IncludeSubdirectories.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataBatchProcessing.PromptSource.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataBatchProcessing.FreePrompt.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataBatchProcessing.PromptFilePath.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataBatchProcessing.PreselectedPolicyId.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataBatchProcessing.OutputMode.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataBatchProcessing.CsvFileName.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataBatchProcessing.ResultColumnHeader.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataBatchProcessing.MinimumProviderConfidence.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataBatchProcessing.PreselectedProvider.AllowUserOverride"] = true
+-- CONFIG["SETTINGS"]["DataBatchProcessing.PreselectedProfile.AllowUserOverride"] = true
+
 -- Configure the transcription provider for voice-to-text functionality.
 -- It must be one of the transcription provider IDs defined in CONFIG["TRANSCRIPTION_PROVIDERS"].
 -- Without a selected transcription provider, dictation and transcription features will be disabled.
@@ -407,7 +463,8 @@ CONFIG["SETTINGS"] = {}
 --   CODING_ASSISTANT, TEXT_SUMMARIZER_ASSISTANT, EMAIL_ASSISTANT,
 --   LEGAL_CHECK_ASSISTANT, SYNONYMS_ASSISTANT, MY_TASKS_ASSISTANT,
 --   JOB_POSTING_ASSISTANT, BIAS_DAY_ASSISTANT, ERI_ASSISTANT,
---   DOCUMENT_ANALYSIS_ASSISTANT, SLIDE_BUILDER_ASSISTANT, VISUAL_BRIEFING_ASSISTANT, I18N_ASSISTANT,
+--   DOCUMENT_ANALYSIS_ASSISTANT, BATCH_PROCESSING_ASSISTANT, SLIDE_BUILDER_ASSISTANT,
+--   VISUAL_BRIEFING_ASSISTANT, I18N_ASSISTANT,
 --   LOG_VIEWER_ASSISTANT
 --
 -- Replaces, does not merge: a configuration with a higher priority replaces this list

app/MindWork AI Studio/Settings/DataModel/Data.cs

@@ -136,6 +136,11 @@ public sealed class Data
     
     public DataDocumentAnalysis DocumentAnalysis { get; init; } = new();
 
+    /// <summary>
+    /// Gets the managed Batch Processing Assistant defaults.
+    /// </summary>
+    public DataBatchProcessing BatchProcessing { get; init; } = new(x => x.BatchProcessing);
+
     public DataMandatoryInformation MandatoryInformation { get; init; } = new();
 
     public DataTextSummarizer TextSummarizer { get; init; } = new();

app/MindWork AI Studio/Settings/DataModel/DataBatchProcessing.cs

@@ -0,0 +1,52 @@
+using System.Linq.Expressions;
+
+using AIStudio.Assistants.BatchProcessing;
+using AIStudio.Provider;
+
+namespace AIStudio.Settings.DataModel;
+
+/// <summary>
+/// Stores managed defaults for the Batch Processing Assistant.
+/// </summary>
+/// <param name="configSelection">The managed-configuration selector.</param>
+public sealed class DataBatchProcessing(Expression<Func<Data, DataBatchProcessing>>? configSelection = null)
+{
+    public const string DEFAULT_FILE_PATTERNS = "*.pdf;*.docx;*.pptx;*.xlsx;*.md;*.txt";
+
+    /// <summary>
+    /// Initializes an unmanaged Batch Processing settings instance.
+    /// </summary>
+    public DataBatchProcessing() : this(null)
+    {
+    }
+
+    public bool PreselectOptions { get; set; } = ManagedConfiguration.Register(configSelection, value => value.PreselectOptions, false);
+
+    public string InputDirectory { get; set; } = ManagedConfiguration.Register(configSelection, value => value.InputDirectory, string.Empty);
+
+    public string OutputDirectory { get; set; } = ManagedConfiguration.Register(configSelection, value => value.OutputDirectory, string.Empty);
+
+    public string FilePatterns { get; set; } = ManagedConfiguration.Register(configSelection, value => value.FilePatterns, DEFAULT_FILE_PATTERNS);
+
+    public bool IncludeSubdirectories { get; set; } = ManagedConfiguration.Register(configSelection, value => value.IncludeSubdirectories, false);
+
+    public BatchProcessingPromptSource PromptSource { get; set; } = ManagedConfiguration.Register(configSelection, value => value.PromptSource, BatchProcessingPromptSource.FREE_PROMPT);
+
+    public string FreePrompt { get; set; } = ManagedConfiguration.Register(configSelection, value => value.FreePrompt, string.Empty);
+
+    public string PromptFilePath { get; set; } = ManagedConfiguration.Register(configSelection, value => value.PromptFilePath, string.Empty);
+
+    public string PreselectedPolicyId { get; set; } = ManagedConfiguration.Register(configSelection, value => value.PreselectedPolicyId, string.Empty);
+
+    public BatchProcessingOutputMode OutputMode { get; set; } = ManagedConfiguration.Register(configSelection, value => value.OutputMode, BatchProcessingOutputMode.MARKDOWN_FILES);
+
+    public string CsvFileName { get; set; } = ManagedConfiguration.Register(configSelection, value => value.CsvFileName, string.Empty);
+
+    public string ResultColumnHeader { get; set; } = ManagedConfiguration.Register(configSelection, value => value.ResultColumnHeader, string.Empty);
+
+    public ConfidenceLevel MinimumProviderConfidence { get; set; } = ManagedConfiguration.Register(configSelection, value => value.MinimumProviderConfidence, ConfidenceLevel.NONE);
+
+    public string PreselectedProvider { get; set; } = ManagedConfiguration.Register(configSelection, value => value.PreselectedProvider, string.Empty);
+
+    public string PreselectedProfile { get; set; } = ManagedConfiguration.Register(configSelection, value => value.PreselectedProfile, string.Empty);
+}

app/MindWork AI Studio/Tools/ComponentsExtensions.cs

@@ -157,9 +157,9 @@ public static class ComponentsExtensions
         // We do this inside the Document Analysis Assistant component:
         Components.DOCUMENT_ANALYSIS_ASSISTANT => ConfidenceLevel.NONE,
 
-        // The minimum confidence for the Batch Processing Assistant is set per policy
+        // A policy-specific minimum is merged with this component default inside
-        // as well. We do this inside the Batch Processing Assistant component:
+        // the Batch Processing Assistant; the stricter level wins.
-        Components.BATCH_PROCESSING_ASSISTANT => ConfidenceLevel.NONE,
+        Components.BATCH_PROCESSING_ASSISTANT => settingsManager.ConfigurationData.BatchProcessing.PreselectOptions ? settingsManager.ConfigurationData.BatchProcessing.MinimumProviderConfidence : default,
 
         _ => default,
     };
@@ -192,6 +192,8 @@ public static class ComponentsExtensions
             // The provider is selected per policy instead. We do this inside the Document Analysis Assistant component.
             Components.DOCUMENT_ANALYSIS_ASSISTANT => Settings.Provider.NONE,
 
+            Components.BATCH_PROCESSING_ASSISTANT => settingsManager.ConfigurationData.BatchProcessing.PreselectOptions ? settingsManager.ConfigurationData.Providers.FirstOrDefault(x => x.Id == settingsManager.ConfigurationData.BatchProcessing.PreselectedProvider) : null,
+
             Components.CHAT => settingsManager.ConfigurationData.Chat.PreselectOptions ? settingsManager.ConfigurationData.Providers.FirstOrDefault(x => x.Id == settingsManager.ConfigurationData.Chat.PreselectedProvider) : null,
 
             Components.AGENT_TEXT_CONTENT_CLEANER => settingsManager.ConfigurationData.TextContentCleaner.PreselectAgentOptions ? settingsManager.ConfigurationData.Providers.FirstOrDefault(x => x.Id == settingsManager.ConfigurationData.TextContentCleaner.PreselectedAgentProvider) : null,
@@ -218,6 +220,7 @@ public static class ComponentsExtensions
             Components.ERI_ASSISTANT => settingsManager.ConfigurationData.ERI.PreselectOptions ? settingsManager.ConfigurationData.ERI.PreselectedProfile : string.Empty,
             Components.SLIDE_BUILDER_ASSISTANT => settingsManager.ConfigurationData.SlideBuilder.PreselectOptions ? settingsManager.ConfigurationData.SlideBuilder.PreselectedProfile : string.Empty,
             Components.VISUAL_BRIEFING_ASSISTANT => settingsManager.ConfigurationData.VisualBriefing.PreselectedProfile,
+            Components.BATCH_PROCESSING_ASSISTANT => settingsManager.ConfigurationData.BatchProcessing.PreselectOptions ? settingsManager.ConfigurationData.BatchProcessing.PreselectedProfile : string.Empty,
             Components.CHAT => settingsManager.ConfigurationData.Chat.PreselectOptions ? settingsManager.ConfigurationData.Chat.PreselectedProfile : string.Empty,
 
             // The Document Analysis Assistant does not have a preselected profile at the component level.

app/MindWork AI Studio/Tools/PluginSystem/PluginConfiguration.cs

@@ -337,6 +337,23 @@ public sealed class PluginConfiguration(bool isInternal, LuaState state, PluginT
         ManagedConfiguration.TryProcessConfiguration(x => x.Chat, x => x.PreselectedDataSourceIds, this.Id, settingsTable, dryRun);
         ManagedConfiguration.TryProcessConfiguration(x => x.Chat, x => x.SendToChatDataSourceBehavior, this.Id, settingsTable, dryRun);
 
+        // Config: Batch Processing Assistant defaults?
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.PreselectOptions, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.InputDirectory, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.OutputDirectory, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.FilePatterns, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.IncludeSubdirectories, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.PromptSource, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.FreePrompt, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.PromptFilePath, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.PreselectedPolicyId, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.OutputMode, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.CsvFileName, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.ResultColumnHeader, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.MinimumProviderConfidence, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.PreselectedProvider, Guid.Empty, this.Id, settingsTable, dryRun);
+        ManagedConfiguration.TryProcessConfiguration(x => x.BatchProcessing, x => x.PreselectedProfile, this.Id, settingsTable, dryRun);
+
         // Config: transcription provider?
         ManagedConfiguration.TryProcessConfiguration(x => x.App, x => x.UseTranscriptionProvider, Guid.Empty, this.Id, settingsTable, dryRun);