Add support for document analysis policy configuration

app/MindWork AI Studio/Assistants/DocumentAnalysis/DocumentAnalysisAssistant.razor

@@ -64,7 +64,7 @@ else
             
             <ProfileFormSelection Disabled="@this.IsNoPolicySelected" Profile="@this.currentProfile" ProfileChanged="@this.PolicyPreselectedProfileWasChangedAsync" />
             
-            <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")" />
+            <MudTextSwitch Disabled="@(this.IsNoPolicySelected || (this.selectedPolicy?.IsEnterpriseConfiguration ?? 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")" />
             
             <MudText Typo="Typo.h5" Class="mt-6 mb-1">
                 @T("Analysis and output rules")

app/MindWork AI Studio/Assistants/DocumentAnalysis/DocumentAnalysisAssistant.razor.cs

@@ -283,6 +283,8 @@ public partial class DocumentAnalysisAssistant : AssistantBaseCore<NoSettingsPan
     {
         this.SettingsManager.ConfigurationData.DocumentAnalysis.Policies.Add(new ()
         {
+            Id = Guid.NewGuid().ToString(),
+            Num = this.SettingsManager.ConfigurationData.NextDocumentAnalysisPolicyNum++,
             PolicyName = string.Format(T("Policy {0}"), DateTimeOffset.UtcNow),
         });
         

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

@@ -213,6 +213,35 @@ CONFIG["CHAT_TEMPLATES"][#CONFIG["CHAT_TEMPLATES"]+1] = {
         }
     }
 }
+-- Document analysis policies for this configuration:
+CONFIG["DOCUMENT_ANALYSIS_POLICIES"] = {}
+
+-- An example document analysis policy:
+-- CONFIG["DOCUMENT_ANALYSIS_POLICIES"][#CONFIG["DOCUMENT_ANALYSIS_POLICIES"]+1] = {
+--     ["Id"] = "00000000-0000-0000-0000-000000000000",
+--     ["PolicyName"] = "Compliance Summary Policy",
+--     ["PolicyDescription"] = "Summarizes compliance-relevant clauses, obligations, and deadlines found in provided documents.",
+--     
+--     ["AnalysisRules"] = [===[
+--                             Focus on compliance obligations, deadlines, and required actions.
+--                             Ignore marketing content and high-level summaries.
+--                             Flag any ambiguous or missing information.
+--                             ]===],
+--     
+--     ["OutputRules"] = [===[
+--                         Provide a Markdown report with headings for Obligations, Deadlines,
+--                         and Open Questions.
+--                         ]===],
+-- 
+--     -- Optional: minimum provider confidence required for this policy.
+--     -- Allowed values are: NONE, VERY_LOW, LOW, MODERATE, MEDIUM, HIGH
+--     ["MinimumProviderConfidence"] = "MEDIUM",
+-- 
+--     -- Optional: preselect a provider or profile by ID.
+--     -- The IDs must exist in CONFIG["LLM_PROVIDERS"] or CONFIG["PROFILES"].
+--     ["PreselectedProvider"] = "00000000-0000-0000-0000-000000000000",
+--     ["PreselectedProfile"] = "00000000-0000-0000-0000-000000000000"
+-- }
 
 -- Profiles for this configuration:
 CONFIG["PROFILES"] = {}

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

@@ -80,6 +80,11 @@ public sealed class Data
     /// The next chat template number to use.
     /// </summary>
     public uint NextChatTemplateNum { get; set; } = 1;
+    
+    /// <summary>
+    /// The next document analysis policy number to use.
+    /// </summary>
+    public uint NextDocumentAnalysisPolicyNum { get; set; } = 1;
 
     public DataApp App { get; init; } = new(x => x.App);
 

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

@@ -1,16 +1,37 @@
 using AIStudio.Provider;
+using AIStudio.Tools.PluginSystem;
+
+using Lua;
 
 namespace AIStudio.Settings.DataModel;
 
-public sealed class DataDocumentAnalysisPolicy
+public sealed record DataDocumentAnalysisPolicy : ConfigurationBaseObject
 {
+    private static readonly ILogger LOG = Program.LOGGER_FACTORY.CreateLogger<DataDocumentAnalysisPolicy>();
+
+    /// <inheritdoc />
+    public override string Id { get; init; } = string.Empty;
+    
+    /// <inheritdoc />
+    public override uint Num { get; init; }
+    
+    /// <inheritdoc />
+    public override string Name
+    {
+        get => this.PolicyName;
+        init => this.PolicyName = value;
+    }
+    
+    /// <inheritdoc />
+    public override bool IsEnterpriseConfiguration { get; init; }
+    
     /// <summary>
-    /// Preselect the policy name?
+    /// The name of the document analysis policy.
     /// </summary>
     public string PolicyName { get; set; } = string.Empty;
     
     /// <summary>
-    /// Preselect the policy description?
+    /// The description of the document analysis policy.
     /// </summary>
     public string PolicyDescription { get; set; } = string.Empty;
 
@@ -18,12 +39,9 @@ public sealed class DataDocumentAnalysisPolicy
     /// Is this policy protected? If so, it cannot be deleted or modified by the user.
     /// </summary>
     public bool IsProtected { get; set; }
-
+    
-    /// <summary>
+    /// <inheritdoc />
-    /// Is this a managed policy? Managed policies are created and managed by the organization
+    public override Guid EnterpriseConfigurationPluginId { get; init; } = Guid.Empty;
-    /// and cannot be modified or deleted by the user.
-    /// </summary>
-    public bool IsManaged { get; set; }
 
     /// <summary>
     /// The rules for the document analysis policy.
@@ -49,4 +67,74 @@ public sealed class DataDocumentAnalysisPolicy
     /// Preselect a profile?
     /// </summary>
     public string PreselectedProfile { get; set; } = string.Empty;
+    
+    public static bool TryProcessConfiguration(int idx, LuaTable table, Guid configPluginId, out ConfigurationBaseObject policy)
+    {
+        policy = new DataDocumentAnalysisPolicy();
+        if (!table.TryGetValue("Id", out var idValue) || !idValue.TryRead<string>(out var idText) || !Guid.TryParse(idText, out var id))
+        {
+            LOG.LogWarning("The configured document analysis policy {PolicyIndex} does not contain a valid ID. The ID must be a valid GUID.", idx);
+            return false;
+        }
+        
+        if (!table.TryGetValue("PolicyName", out var nameValue) || !nameValue.TryRead<string>(out var name) || string.IsNullOrWhiteSpace(name))
+        {
+            LOG.LogWarning("The configured document analysis policy {PolicyIndex} does not contain a valid PolicyName field.", idx);
+            return false;
+        }
+        
+        if (!table.TryGetValue("PolicyDescription", out var descriptionValue) || !descriptionValue.TryRead<string>(out var description) || string.IsNullOrWhiteSpace(description))
+        {
+            LOG.LogWarning("The configured document analysis policy {PolicyIndex} does not contain a valid PolicyDescription field.", idx);
+            return false;
+        }
+        
+        if (!table.TryGetValue("AnalysisRules", out var analysisRulesValue) || !analysisRulesValue.TryRead<string>(out var analysisRules) || string.IsNullOrWhiteSpace(analysisRules))
+        {
+            LOG.LogWarning("The configured document analysis policy {PolicyIndex} does not contain valid AnalysisRules field.", idx);
+            return false;
+        }
+        
+        if (!table.TryGetValue("OutputRules", out var outputRulesValue) || !outputRulesValue.TryRead<string>(out var outputRules) || string.IsNullOrWhiteSpace(outputRules))
+        {
+            LOG.LogWarning("The configured document analysis policy {PolicyIndex} does not contain valid OutputRules field.", idx);
+            return false;
+        }
+
+        var minimumConfidence = ConfidenceLevel.NONE;
+        if (table.TryGetValue("MinimumProviderConfidence", out var minConfValue) && minConfValue.TryRead<string>(out var minConfText))
+        {
+            if (!Enum.TryParse(minConfText, true, out minimumConfidence))
+            {
+                LOG.LogWarning("The configured document analysis policy {PolicyIndex} contains an invalid MinimumProviderConfidence: {ConfidenceLevel}.", idx, minConfText);
+                minimumConfidence = ConfidenceLevel.NONE;
+            }
+        }
+        
+        var preselectedProvider = string.Empty;
+        if (table.TryGetValue("PreselectedProvider", out var providerValue) && providerValue.TryRead<string>(out var providerId))
+            preselectedProvider = providerId;
+
+        var preselectedProfile = string.Empty;
+        if (table.TryGetValue("PreselectedProfile", out var profileValue) && profileValue.TryRead<string>(out var profileId))
+            preselectedProfile = profileId;
+        
+        policy = new DataDocumentAnalysisPolicy
+        {
+            Id = id.ToString(),
+            Num = 0, // will be set later by the PluginConfigurationObject
+            PolicyName = name,
+            PolicyDescription = description,
+            AnalysisRules = analysisRules,
+            OutputRules = outputRules,
+            MinimumProviderConfidence = minimumConfidence,
+            PreselectedProvider = preselectedProvider,
+            PreselectedProfile = preselectedProfile,
+            IsProtected = true,
+            IsEnterpriseConfiguration = true,
+            EnterpriseConfigurationPluginId = configPluginId,
+        };
+        
+        return true;
+    }
 }

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

@@ -88,6 +88,9 @@ public sealed class PluginConfiguration(bool isInternal, LuaState state, PluginT
         // Handle configured profiles:
         PluginConfigurationObject.TryParse(PluginConfigurationObjectType.PROFILE, x => x.Profiles, x => x.NextProfileNum, mainTable, this.Id, ref this.configObjects, dryRun);
         
+        // Handle configured document analysis policies:
+        PluginConfigurationObject.TryParse(PluginConfigurationObjectType.DOCUMENT_ANALYSIS_POLICY, x => x.DocumentAnalysis.Policies, x => x.NextDocumentAnalysisPolicyNum, mainTable, this.Id, ref this.configObjects, dryRun);
+        
         // Config: preselected profile?
         ManagedConfiguration.TryProcessConfiguration(x => x.App, x => x.PreselectedProfile, Guid.Empty, this.Id, settingsTable, dryRun);
 

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

@@ -70,6 +70,7 @@ public sealed record PluginConfigurationObject
             PluginConfigurationObjectType.EMBEDDING_PROVIDER => "EMBEDDING_PROVIDERS",
             PluginConfigurationObjectType.TRANSCRIPTION_PROVIDER => "TRANSCRIPTION_PROVIDERS",
             PluginConfigurationObjectType.PROFILE => "PROFILES",
+            PluginConfigurationObjectType.DOCUMENT_ANALYSIS_POLICY => "DOCUMENT_ANALYSIS_POLICIES",
 
             _ => null,
         };
@@ -105,6 +106,7 @@ public sealed record PluginConfigurationObject
                 PluginConfigurationObjectType.PROFILE => (Profile.TryParseProfileTable(i, luaObjectTable, configPluginId, out var configurationObject) && configurationObject != Profile.NO_PROFILE, configurationObject),
                 PluginConfigurationObjectType.TRANSCRIPTION_PROVIDER => (TranscriptionProvider.TryParseTranscriptionProviderTable(i, luaObjectTable, configPluginId, out var configurationObject) && configurationObject != TranscriptionProvider.NONE, configurationObject),
                 PluginConfigurationObjectType.EMBEDDING_PROVIDER => (EmbeddingProvider.TryParseEmbeddingProviderTable(i, luaObjectTable, configPluginId, out var configurationObject) && configurationObject != EmbeddingProvider.NONE, configurationObject),
+                PluginConfigurationObjectType.DOCUMENT_ANALYSIS_POLICY => (DataDocumentAnalysisPolicy.TryProcessConfiguration(i, luaObjectTable, configPluginId, out var configurationObject) && configurationObject is DataDocumentAnalysisPolicy, configurationObject),
 
                 _ => (false, NoConfigurationObject.INSTANCE)
             };

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

@@ -11,4 +11,5 @@ public enum PluginConfigurationObjectType
     CHAT_TEMPLATE,
     EMBEDDING_PROVIDER,
     TRANSCRIPTION_PROVIDER,
+    DOCUMENT_ANALYSIS_POLICY,
 }

app/MindWork AI Studio/Tools/PluginSystem/PluginFactory.Loading.cs

@@ -148,6 +148,10 @@ public static partial class PluginFactory
         // Check profiles:
         if(PluginConfigurationObject.CleanLeftOverConfigurationObjects(PluginConfigurationObjectType.PROFILE, x => x.Profiles, AVAILABLE_PLUGINS, configObjectList))
             wasConfigurationChanged = true;
+
+        // Check document analysis policies:
+        if(PluginConfigurationObject.CleanLeftOverConfigurationObjects(PluginConfigurationObjectType.DOCUMENT_ANALYSIS_POLICY, x => x.DocumentAnalysis.Policies, AVAILABLE_PLUGINS, configObjectList))
+            wasConfigurationChanged = true;
         
         // Check for a preselected profile:
         if(ManagedConfiguration.IsConfigurationLeftOver(x => x.App, x => x.PreselectedProfile, AVAILABLE_PLUGINS))

app/MindWork AI Studio/wwwroot/changelog/v26.2.1.md

@@ -1,3 +1,4 @@
 # v26.2.1, build 233 (2026-02-xx xx:xx UTC)
 - Added the ability to individually configure the minimum confidence level, standard profile, and default provider for each policy in the Document Analysis Assistant (in preview).
+- Added support for defining document analysis policies (in preview) by configuration plugins, enabling centralized management of policies across entire departments or organizations.
 - Fixed a bug where the global minimum confidence level was not being applied to the assistants.