Add custom intervention modals

lib/create/applyFinalReviewChipEditPatch.ts

@@ -30,10 +30,24 @@ export function applyFinalReviewChipEditPatch(
     current && typeof current === "object"
       ? (current as Record<string, unknown>)
       : {};
-  return {
+  const detailPatch: Partial<CreateFlowState> = {
     [stateKey]: {
       ...record,
       [patch.overrideKey]: patch.value,
     },
   };
+  if (
+    patch.groupKey !== "coreValues" &&
+    "customMethodCardFieldBlocks" in patch &&
+    patch.customMethodCardFieldBlocks !== undefined
+  ) {
+    return {
+      ...detailPatch,
+      customMethodCardFieldBlocksById: {
+        ...(state.customMethodCardFieldBlocksById ?? {}),
+        [patch.overrideKey]: patch.customMethodCardFieldBlocks,
+      },
+    };
+  }
+  return detailPatch;
 }

lib/create/buildFinalReviewCategories.ts

@@ -62,14 +62,22 @@ function entriesFromIds(
   ids: readonly string[] | undefined,
   methods: readonly MethodPreset[],
   groupKey: TemplateFacetGroupKey,
+  customMeta?: CreateFlowState["customMethodCardMetaById"],
 ): FinalReviewChipEntry[] {
   if (!ids || ids.length === 0) return [];
   const byId = new Map(methods.map((m) => [m.id, m.label] as const));
   const seen = new Set<string>();
   const out: FinalReviewChipEntry[] = [];
   for (const id of ids) {
-    const label = byId.get(id);
-    if (typeof label !== "string" || label.length === 0) continue;
+    const presetLabel = byId.get(id);
+    const fromCustom = customMeta?.[id]?.label?.trim();
+    const label =
+      typeof presetLabel === "string" && presetLabel.length > 0
+        ? presetLabel
+        : typeof fromCustom === "string" && fromCustom.length > 0
+          ? fromCustom
+          : "";
+    if (label.length === 0) continue;
     if (seen.has(label)) continue;
     seen.add(label);
     out.push({ label, groupKey, overrideKey: id });
@@ -181,6 +189,7 @@ export function buildFinalReviewCategoryRowsDetailed(
         state.selectedCommunicationMethodIds,
         methodsForGroup("communication"),
         "communication",
+        state.customMethodCardMetaById,
       ),
     },
     {
@@ -190,6 +199,7 @@ export function buildFinalReviewCategoryRowsDetailed(
         state.selectedMembershipMethodIds,
         methodsForGroup("membership"),
         "membership",
+        state.customMethodCardMetaById,
       ),
     },
     {
@@ -199,6 +209,7 @@ export function buildFinalReviewCategoryRowsDetailed(
         state.selectedDecisionApproachIds,
         methodsForGroup("decisionApproaches"),
         "decisionApproaches",
+        state.customMethodCardMetaById,
       ),
     },
     {
@@ -208,6 +219,7 @@ export function buildFinalReviewCategoryRowsDetailed(
         state.selectedConflictManagementIds,
         methodsForGroup("conflictManagement"),
         "conflictManagement",
+        state.customMethodCardMetaById,
       ),
     },
   ];

lib/create/buildPublishPayload.ts

@@ -13,7 +13,7 @@ import {
   decisionApproachPresetFor,
   membershipPresetFor,
   mergeCoreValueDetailWithPresets,
-  methodLabelFor,
+  publishedMethodDisplayLabel,
 } from "./finalReviewChipPresets";
 import { isDocumentEntry } from "./documentEntryGuards";
 import { replaceMethodSectionsWithMethodSelections } from "./ruleSectionsFromMethodSelections";
@@ -254,7 +254,11 @@ export function buildMethodSelectionsForDocument(
       const override = state.communicationMethodDetailsById?.[id];
       return {
         id,
-        label: methodLabelFor("communication", id),
+        label: publishedMethodDisplayLabel(
+          "communication",
+          id,
+          state.customMethodCardMetaById,
+        ),
         sections: override ? { ...preset, ...override } : preset,
       };
     });
@@ -270,7 +274,11 @@ export function buildMethodSelectionsForDocument(
       const override = state.membershipMethodDetailsById?.[id];
       return {
         id,
-        label: methodLabelFor("membership", id),
+        label: publishedMethodDisplayLabel(
+          "membership",
+          id,
+          state.customMethodCardMetaById,
+        ),
         sections: override ? { ...preset, ...override } : preset,
       };
     });
@@ -286,7 +294,11 @@ export function buildMethodSelectionsForDocument(
       const override = state.decisionApproachDetailsById?.[id];
       return {
         id,
-        label: methodLabelFor("decisionApproaches", id),
+        label: publishedMethodDisplayLabel(
+          "decisionApproaches",
+          id,
+          state.customMethodCardMetaById,
+        ),
         sections: override ? { ...preset, ...override } : preset,
       };
     });
@@ -302,7 +314,11 @@ export function buildMethodSelectionsForDocument(
       const override = state.conflictManagementDetailsById?.[id];
       return {
         id,
-        label: methodLabelFor("conflictManagement", id),
+        label: publishedMethodDisplayLabel(
+          "conflictManagement",
+          id,
+          state.customMethodCardMetaById,
+        ),
         sections: override ? { ...preset, ...override } : preset,
       };
     });

lib/create/customMethodCardFieldBlocks.ts

@@ -0,0 +1,75 @@
+import { z } from "zod";
+
+/** Serializable custom field blocks for a user-authored method card (wizard step 3). */
+export type CustomMethodCardFieldBlock =
+  | {
+      kind: "text";
+      id: string;
+      blockTitle: string;
+      placeholderText: string;
+    }
+  | {
+      kind: "badges";
+      id: string;
+      blockTitle: string;
+      options: string[];
+    }
+  | {
+      kind: "upload";
+      id: string;
+      blockTitle: string;
+      fileName?: string;
+    }
+  | {
+      kind: "proportion";
+      id: string;
+      blockTitle: string;
+      defaultPercent: number;
+    };
+
+const customMethodTextBlockSchema = z
+  .object({
+    kind: z.literal("text"),
+    id: z.string().max(80),
+    blockTitle: z.string().max(200),
+    placeholderText: z.string().max(8000),
+  })
+  .strict();
+
+const customMethodBadgesBlockSchema = z
+  .object({
+    kind: z.literal("badges"),
+    id: z.string().max(80),
+    blockTitle: z.string().max(200),
+    options: z.array(z.string().max(200)).max(50),
+  })
+  .strict();
+
+const customMethodUploadBlockSchema = z
+  .object({
+    kind: z.literal("upload"),
+    id: z.string().max(80),
+    blockTitle: z.string().max(200),
+    fileName: z.string().max(500).optional(),
+  })
+  .strict();
+
+const customMethodProportionBlockSchema = z
+  .object({
+    kind: z.literal("proportion"),
+    id: z.string().max(80),
+    blockTitle: z.string().max(200),
+    defaultPercent: z.number().int().min(1).max(100),
+  })
+  .strict();
+
+export const customMethodCardFieldBlockSchema = z.discriminatedUnion("kind", [
+  customMethodTextBlockSchema,
+  customMethodBadgesBlockSchema,
+  customMethodUploadBlockSchema,
+  customMethodProportionBlockSchema,
+]);
+
+export const customMethodCardFieldBlocksByIdSchema = z
+  .record(z.string().max(80), z.array(customMethodCardFieldBlockSchema).max(30))
+  .optional();

lib/create/customMethodCardWizardConstants.ts

@@ -0,0 +1,2 @@
+/** Max length for title and description fields in the add-custom-method-card wizard (Figma 0/48). */
+export const CUSTOM_METHOD_CARD_WIZARD_MAX_FIELD_CHARS = 48;

lib/create/finalReviewChipPresets.ts

@@ -8,6 +8,7 @@ import type {
   CommunicationMethodDetailEntry,
   ConflictManagementDetailEntry,
   CoreValueDetailEntry,
+  CreateFlowState,
   DecisionApproachDetailEntry,
   MembershipMethodDetailEntry,
 } from "../../app/(app)/create/types";
@@ -232,3 +233,14 @@ export function methodLabelFor(
   const method = findMethod(source, id);
   return method?.label ?? "";
 }
+
+/** Label for publish / review: preset JSON row, else user-authored wizard meta. */
+export function publishedMethodDisplayLabel(
+  groupKey: TemplateFacetGroupKey,
+  id: string,
+  customMeta?: CreateFlowState["customMethodCardMetaById"],
+): string {
+  const preset = methodLabelFor(groupKey, id);
+  if (preset.length > 0) return preset;
+  return customMeta?.[id]?.label?.trim() ?? "";
+}

lib/create/isCustomMethodCardId.ts

@@ -0,0 +1,13 @@
+import type { CreateFlowState } from "../../app/(app)/create/types";
+
+/**
+ * User-authored method cards (UUID ids) register a meta row when finalized
+ * from {@link CustomMethodCardWizard}. Preset rows from `methods[]` never
+ * appear here — keeps edit surfaces from treating custom ids like presets.
+ */
+export function isCustomMethodCardId(
+  methodId: string,
+  customMeta: CreateFlowState["customMethodCardMetaById"],
+): boolean {
+  return Boolean(customMeta?.[methodId]);
+}

lib/create/mergePresetMethodsWithCustom.ts

@@ -0,0 +1,32 @@
+/**
+ * Merge JSON preset method rows with user-created cards (stable UUID ids + meta).
+ * Custom rows follow `selectedIds` order (most-recent add at index 0 in create flow)
+ * but appear after all presets in this merged list; CardStack display order is
+ * layered separately via `useMethodCardDeckOrdering`.
+ */
+
+export function mergePresetMethodsWithCustom<
+  T extends { id: string; label: string; supportText?: string },
+>(
+  presets: readonly T[],
+  selectedIds: readonly string[],
+  meta: Record<string, { label: string; supportText: string }> | undefined,
+): T[] {
+  const presetIds = new Set(presets.map((p) => p.id));
+  const customRows: T[] = [];
+  const seenCustom = new Set<string>();
+
+  for (const id of selectedIds) {
+    if (presetIds.has(id)) continue;
+    const row = meta?.[id];
+    if (!row || seenCustom.has(id)) continue;
+    seenCustom.add(id);
+    customRows.push({
+      id,
+      label: row.label,
+      supportText: row.supportText,
+    } as T);
+  }
+
+  return [...presets, ...customRows];
+}

lib/create/methodCardSelectionOrder.ts

@@ -0,0 +1,12 @@
+/**
+ * Canonical ordering for method-card facet `selected*Ids` when the user adds a card:
+ * most recently confirmed id is index 0 so stack / compact layouts stay consistent
+ * with {@link orderRankedMethodsWithPinnedSelection}.
+ */
+export function moveFacetSelectionIdToFront(
+  prev: readonly string[],
+  id: string,
+): string[] {
+  const without = prev.filter((x) => x !== id);
+  return [id, ...without];
+}

lib/create/publishedDocumentToCreateFlowState.ts

@@ -32,11 +32,10 @@ export function isPublishedRuleSelectionMissing(
 }
 
 /**
- * Pin flags for method-card facets: compact CardStack slots surface selections
- * first only when `methodSectionsPinCommitted[facet]` is true (see
- * `useMethodCardDeckOrdering`). Normal wizard flow sets that on facet **Confirm**.
- * Hydration paths that seed `selected*` method ids without a confirm (edit-published,
- * template customize) merge this alongside those ids so pinning matches UX after Confirm.
+ * Pin flags for method-card facets: persisted for hydration and footer Confirm.
+ * Card Stack display pulls selections to the top whenever `selected*` ids are
+ * non-empty (`useMethodCardDeckOrdering`); this map still merges on edit /
+ * template paths so drafts mirror post-Confirm expectations.
  *
  * Caller should spread onto existing `methodSectionsPinCommitted` so unrelated facets stay
  * as-is (`{ ...prior, ...this }`).

lib/create/removeMethodCardFromFacetSelection.ts

@@ -0,0 +1,86 @@
+import type { CreateFlowState } from "../../app/(app)/create/types";
+import {
+  CUSTOM_RULE_FACET_BY_GROUP,
+  type TemplateFacetGroupKey,
+} from "./customRuleFacets";
+import { isCustomMethodCardId } from "./isCustomMethodCardId";
+
+export type MethodFacetGroupKey = Exclude<TemplateFacetGroupKey, "coreValues">;
+
+/**
+ * Removes one method card id from a facet’s selection and clears its detail
+ * override row; if the id is a custom wizard card, also drops meta + field blocks.
+ */
+export function removeMethodCardFromFacetSelection(
+  state: CreateFlowState,
+  facetGroupKey: MethodFacetGroupKey,
+  cardId: string,
+): Partial<CreateFlowState> {
+  const row = CUSTOM_RULE_FACET_BY_GROUP.get(facetGroupKey);
+  if (!row || row.kind !== "method") {
+    throw new Error(
+      `removeMethodCardFromFacetSelection: not a method facet (${facetGroupKey})`,
+    );
+  }
+
+  const selectedIds = [...row.selectionIds(state)];
+  if (!selectedIds.includes(cardId)) {
+    return {};
+  }
+  const nextSelected = selectedIds.filter((id) => id !== cardId);
+
+  const detailKey = row.detailOverridesStateKey as
+    | "communicationMethodDetailsById"
+    | "membershipMethodDetailsById"
+    | "decisionApproachDetailsById"
+    | "conflictManagementDetailsById";
+  const prevDetails = state[detailKey] as Record<string, unknown> | undefined;
+  const nextDetails: Record<string, unknown> = { ...(prevDetails ?? {}) };
+  delete nextDetails[cardId];
+
+  const patch: Partial<CreateFlowState> = {};
+
+  (patch as Record<string, unknown>)[row.selectedIdsStateKey] = nextSelected;
+
+  const detailsPatch =
+    Object.keys(nextDetails).length > 0 ? nextDetails : undefined;
+  switch (detailKey) {
+    case "communicationMethodDetailsById":
+      patch.communicationMethodDetailsById =
+        detailsPatch as CreateFlowState["communicationMethodDetailsById"];
+      break;
+    case "membershipMethodDetailsById":
+      patch.membershipMethodDetailsById =
+        detailsPatch as CreateFlowState["membershipMethodDetailsById"];
+      break;
+    case "decisionApproachDetailsById":
+      patch.decisionApproachDetailsById =
+        detailsPatch as CreateFlowState["decisionApproachDetailsById"];
+      break;
+    case "conflictManagementDetailsById":
+      patch.conflictManagementDetailsById =
+        detailsPatch as CreateFlowState["conflictManagementDetailsById"];
+      break;
+    default: {
+      const _exhaustive: never = detailKey;
+      throw new Error(
+        `removeMethodCardFromFacetSelection: unknown detail key ${_exhaustive}`,
+      );
+    }
+  }
+
+  const meta = state.customMethodCardMetaById ?? {};
+  if (isCustomMethodCardId(cardId, meta)) {
+    const nextMeta = { ...meta };
+    delete nextMeta[cardId];
+    patch.customMethodCardMetaById =
+      Object.keys(nextMeta).length > 0 ? nextMeta : undefined;
+
+    const nextBlocks = { ...(state.customMethodCardFieldBlocksById ?? {}) };
+    delete nextBlocks[cardId];
+    patch.customMethodCardFieldBlocksById =
+      Object.keys(nextBlocks).length > 0 ? nextBlocks : undefined;
+  }
+
+  return patch;
+}

lib/create/stripCustomRuleSelectionFields.ts

@@ -15,5 +15,7 @@ export function stripCustomRuleSelectionFields(
   for (const key of STRIP_CUSTOM_RULE_SELECTION_STATE_KEYS) {
     delete (out as Record<string, unknown>)[key as string];
   }
+  delete (out as Record<string, unknown>).customMethodCardMetaById;
+  delete (out as Record<string, unknown>).customMethodCardFieldBlocksById;
   return out;
 }

lib/server/validation/createFlowSchemas.ts

@@ -1,5 +1,6 @@
 import { z } from "zod";
 import { FLOW_STEP_ORDER } from "../../../app/(app)/create/utils/flowSteps";
+import { customMethodCardFieldBlocksByIdSchema } from "../../../lib/create/customMethodCardFieldBlocks";
 import { assertPlainJsonValue, DEFAULT_PLAIN_JSON_LIMITS } from "./plainJson";
 
 const flowStepTuple = FLOW_STEP_ORDER as unknown as [string, ...string[]];
@@ -58,6 +59,11 @@ const conflictManagementDetailEntrySchema = z.object({
   restorationFallbacks: z.string().max(8000),
 });
 
+const customMethodCardMetaEntrySchema = z.object({
+  label: z.string().max(48),
+  supportText: z.string().max(48),
+});
+
 /**
  * Published rule `document` column: arbitrary JSON object with safety bounds.
  */
@@ -112,6 +118,10 @@ export const createFlowStateSchema = z
     conflictManagementDetailsById: z
       .record(conflictManagementDetailEntrySchema)
       .optional(),
+    customMethodCardMetaById: z
+      .record(z.string().max(80), customMethodCardMetaEntrySchema)
+      .optional(),
+    customMethodCardFieldBlocksById: customMethodCardFieldBlocksByIdSchema,
     methodSectionsPinCommitted: z
       .object({
         communication: z.boolean().optional(),