Adding pdf support for uploading pdf's, analyzing them, and then create pdf-first forms with supplemental pdf analysis.

.claude/skills/formio-form

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+../../plugin/skills/formio-form

.claude/skills/formio-form-builder

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+../../plugin/skills/formio-form-builder

openspec/changes/archive/2026-07-12-add-formio-form-builder-skill/.openspec.yaml

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+schema: spec-tdd
+created: 2026-07-12

openspec/changes/archive/2026-07-12-add-formio-form-builder-skill/design.md

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+# Design: `formio-form-builder` skill
+
+## Context
+
+The library has two orchestrators today: `formio-application` (build a whole app) and, beneath it, `formio-resource-planner` (plan the data model). Single-form creation has no owner. The building blocks all exist — `formio-schema` authors form JSON, the MCP server's `form_create` persists it (and already instructs use of `formio-schema`), `formio-form` embeds a saved form — but no skill chains them into a pipeline, and no skill knows how to choose between the three Form.io form types (webform, wizard, PDF form).
+
+Source material for the form-type reference (authoring inputs, not runtime dependencies):
+
+- https://help.form.io/form-building/form-types — webform vs wizard vs PDF form
+- https://help.form.io/form-building/pdf-forms — PDF form capabilities and when to use them
+- https://help.form.io/how/nested-form-workflows/nested-wizard-workflow#create-child-wizard — child wizards / complex multi-page flows
+
+Repo state that constrains this change:
+
+- The `add-formio-form-skill` change is implemented but not archived, so the `formio-form-skill` capability spec lives in that change's `specs/` directory, not yet in `openspec/specs/`. This change's `formio-form-skill` delta layers on top of the pending version.
+- `formio-resource-planner` has no capability spec at all; this change introduces a narrow one covering only the routing boundary being added.
+- `plugin-build.test.ts` assertion 1.3 enumerates bundled skills; `add-formio-form-skill` hit a stale exclusion there. This change updates the assertion in the same change that adds the skill.
+- The `formio-schema-skill` spec forbids the string `formio-form` in `formio-schema`'s description — and `formio-form-builder` contains that substring — so `formio-schema` gets NO reverse pointer; the reference is one-way.
+
+## Goals / Non-Goals
+
+**Goals:**
+
+- One orchestrator skill, `plugin/skills/formio-form-builder/`, owning "build me a form" end to end: INTENT → SCHEMA → SAVE → EMBED (conditional).
+- A crisp form-vs-resource routing boundary, stated in the description and enforced by reverse pointers on `formio-application`, `formio-resource-planner`, and `formio-form`.
+- Zero duplication: form JSON shapes stay in `formio-schema`; embed guidance stays in `formio-form`; this skill references both by name.
+- Skill ships in the `@formio/ai` plugin bundle with the packaging spec and build-test assertions updated in the same change.
+- Structural tests guarantee the authoring contract (same pattern as `packages/skill-tests/src/formio-form/skill-structure.test.ts`).
+
+**Non-Goals:**
+
+- No MCP server changes — `form_create`, `form_get`, and `authenticate` already exist.
+- No renderer behavior tests — the flow is prose/orchestration; there is no runtime surface to drive.
+- No changes to `formio-schema` content or description.
+- No eval harness (`evals/`) for this skill — can follow later per repo convention.
+- No PDF-upload tooling — the form-types reference documents what PDF forms are and when to choose them; server-side PDF conversion/upload is out of scope.
+
+## Decisions
+
+### D1: Orchestrator tier, `formio-application` shape — root-level step docs, not `references/`
+
+`formio-form-builder` mirrors `formio-application`'s layout: `SKILL.md` router plus root-level uppercase step docs (the INTENT.md/IMPORT.md pattern), NOT the `references/` layout used by reference skills (`formio-api`, `formio-form`). Rationale: this is a flow with approval gates, not a lookup library; each doc scripts one step. Files:
+
+| Doc | Covers |
+|---|---|
+| `SKILL.md` | Router: three-clause description, stance, the four steps with links, SCHEMA delegation to `formio-schema`, MCP Tool Preference, URL terminology |
+| `FORM_TYPES.md` | What each form type is (webform / wizard / PDF form), capabilities, when to choose it, how INTENT distinguishes them; wizard section covers nested/child wizard workflows |
+| `INTENT.md` | The single batched `AskUserQuestion` interview script: form type (infer-and-confirm vs ask) + embed intent (embed handoff fires only on explicit yes) |
+| `SAVE.md` | `form_create` invocation, the saved-form confirmation (path/URL), and error branches — auth failure routes through the `authenticate` portal-login flow |
+| `EMBED.md` | Conditional handoff contract to `formio-form` (form URL, framework rules: unnamed framework → `formio-form`; Angular-explicit → `formio-angular`) |
+
+No YAML frontmatter on the step docs (repo convention for non-SKILL.md docs).
+
+SCHEMA gets no step doc: the step is "invoke `formio-schema` with the confirmed form type and the user's field requirements" — a delegation statement in `SKILL.md`, not a script. Writing a SCHEMA.md would invite duplicating component guidance that must live only in `formio-schema`.
+
+### D2: INTENT is one batched interview capturing form type AND embed intent
+
+Same pattern as `formio-application`'s INTENT step: one `AskUserQuestion` call, two questions.
+
+- **Form type** — infer from phrasing when unambiguous ("multi-page form" ⇒ wizard, "pdf form" ⇒ pdf) and present the inference as the recommended option to confirm; ask open when ambiguous. `FORM_TYPES.md` holds the distinguishing signals.
+- **Embed intent** — captured up front so a standalone "make me a survey" stays fast. The EMBED step fires ONLY on an explicit yes; "no" and "unsure/later" both mean the flow ends at SAVE with the form URL in hand (the user can invoke `formio-form` later).
+
+Alternative — ask embed intent after SAVE — rejected: it adds a second interview round-trip to every run, and the answer changes nothing before EMBED anyway; batching keeps the fast path fast.
+
+### D3: Description routing — the form-vs-resource boundary is stated verbatim
+
+Three-clause template:
+
+- **Capability clause**: orchestrator that builds a single Form.io form end to end — determines form type (webform, wizard, or PDF form), delegates schema authoring, saves via the MCP server, and optionally hands off to embedding.
+- **Trigger clause** (`Use when the user asks to …`): "build a form", "create a form", "I would like a new form", "multi-page form", "build a wizard", "create a survey / contact form / intake form / registration form / questionnaire", "pdf form" — single-form creation intents.
+- **Boundary rule**, stated explicitly in the description: "build a form to collect X" (standalone form) = this skill; "track X / manage X / build an app around X" (data model, CRUD, resources) = `formio-application` / `formio-resource-planner`.
+- **Negative clause** (`Not for:`): embedding an EXISTING form (see `formio-form`); building a whole app, portal, or tracker (see `formio-application`); designing resources/data models/permissions (see `formio-resource-planner`); raw form JSON schema lookups without the build-and-save flow (see `formio-schema`); Form.io REST endpoint lookups (see `formio-api`).
+
+Reverse pointers: `formio-application` and `formio-resource-planner` descriptions gain `Not for:` pointers at `formio-form-builder` for standalone single-form creation; `formio-form`'s description gains one for create-a-new-form requests (it stays embed-only). `formio-schema` gets none (spec-forbidden string, see Context).
+
+### D4: Inbound handoffs are requirements on the siblings, not prose in this skill
+
+Two siblings route TO `formio-form-builder`:
+
+- `formio-application`: when the user asks for a standalone FORM (not a resource, not a data model, not an app) — an ADDED requirement on `formio-application-skill`.
+- `formio-form`: when an embed request reveals the form does not exist yet, or the request needs form-type determination before embedding — an ADDED requirement on `formio-form-skill`.
+
+Encoding these on the sibling capabilities (rather than only describing them in `formio-form-builder`'s docs) keeps each skill's spec the single source of truth for its own routing behavior, matching how the library's other reverse pointers are specified.
+
+### D5: SAVE uses `form_create` with the canonical auth story
+
+`SAVE.md` scripts: an approval gate showing the form title/path/type and target project before the call; the `form_create` invocation; on success, confirming the saved form path and full form URL (`{FORMIO_PROJECT_URL}/{formPath}`) back to the user; on auth error, routing through the `authenticate` portal-login flow (browser opens, JWT captured, attached as `x-jwt-token` via `formioFetch` — never PKCE, never API keys) and retrying. `SKILL.md` carries the `## MCP Tool Preference` section naming `form_create`, `form_get`, and `authenticate` with the canonical portal-login JWT paragraph. Terminology stays strict: `baseUrl` ⇒ `FORMIO_BASE_URL` only; `projectUrl` ⇒ `FORMIO_PROJECT_URL` only.
+
+### D6: Structural tests must be substring-collision-safe
+
+`formio-form-builder` contains the substring `formio-form`. Naive `toContain('formio-form')` assertions cannot distinguish a pointer at the embed skill from a pointer at this skill. The structural tests (and the sibling reverse-pointer assertions) therefore match backtick-delimited names — `` `formio-form` `` vs `` `formio-form-builder` `` — or an equivalent word-boundary regex. This also protects the existing `formio-form` structural test suite, whose sibling-pointer assertions would otherwise pass vacuously against `formio-form-builder` mentions.
+
+Test file: `packages/skill-tests/src/formio-form-builder/skill-structure.test.ts`, following the `formio-form` pattern: frontmatter (`name: formio-form-builder`, non-empty description), three clauses with all five Not-for names, boundary rule present, the four step docs exist / non-empty / no frontmatter, MCP Tool Preference section (`form_create`, `form_get`, `authenticate`, `x-jwt-token`), dev symlink resolution, and sibling reverse-pointer assertions for `formio-application`, `formio-resource-planner`, and `formio-form`.
+
+### D7: Plugin packaging updated in-change
+
+`plugin-build.test.ts` assertion 1.3 gains `formio-form-builder` in its inclusion list, and the `claude-plugin-packaging` spec's "Plugin bundles the skills library" requirement adds the skill to the bundled set. The build script copies `plugin/skills/` wholesale, so no build-script change is expected — the test update is the guard. This is done in this change deliberately: `add-formio-form-skill` shipped its skill against a stale exclusion assertion and had to fix it after the fact.
+
+## Risks / Trade-offs
+
+- [Trigger overlap with `formio-application` on ambiguous phrasing ("I need something to collect maintenance requests")] → The boundary rule is stated verbatim in BOTH descriptions (this skill's positive form and the siblings' `Not for:` pointers); when genuinely ambiguous, the INTENT interview surfaces the distinction ("just a form, or an app around the data?") before any work happens.
+- [Substring collision `formio-form` / `formio-form-builder` weakens description-based routing and tests] → Backtick-delimited name matching in all new assertions (D6); descriptions always write the full backticked skill name.
+- [`formio-form-skill` base spec is in an unarchived change; archive order could conflict] → This change's delta copies the pending version's full requirement text and layers the addition on top; archiving `add-formio-form-skill` first keeps the merge clean. Noted in tasks.
+- [PDF form creation may not be fully achievable via `form_create` alone (PDF upload is a hosted-server concern)] → `FORM_TYPES.md` documents the capability honestly: choosing "pdf" sets `display: "pdf"` and notes the PDF-document upload prerequisite; the skill never promises server-side PDF conversion.
+- [help.form.io source docs drift after authoring] → Docs are cited as authoring sources in the change, not linked as living dependencies inside the skill; structural tests guard the contract that matters (layout, routing, tool preference).
+
+## Open Questions
+
+None — layout, routing boundaries, handoff contracts, and test scope are settled above.

openspec/changes/archive/2026-07-12-add-formio-form-builder-skill/proposal.md

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+# Add `formio-form-builder` skill
+
+## Why
+
+The skills library has no orchestrator for the single most common Form.io request: "build me a form." Today a standalone form-creation intent ("create a survey", "I need a contact form", "build a multi-page wizard") has no owner — it mis-routes to `formio-application` (full app orchestration), `formio-resource-planner` (data-model planning), or `formio-schema` (a JSON reference, not a pipeline). Nothing determines the form type (webform vs wizard vs PDF form), authors the definition, persists it via `form_create`, and optionally hands off to embedding.
+
+## What Changes
+
+- New orchestrator skill at `plugin/skills/formio-form-builder/` — same tier and shape as `formio-application` — owning the full "build me a form" pipeline: INTENT → SCHEMA → SAVE → EMBED (conditional).
+  - **INTENT** — one batched `AskUserQuestion` interview (mirroring `formio-application`'s INTENT step) capturing (a) form type: `webform` (single-page), `wizard` (multi-page), or `pdf` form — inferred from phrasing when unambiguous and confirmed, asked when ambiguous; and (b) embed intent: embed in an application afterward, or just create in the Form.io project. Embed handoff fires ONLY on an explicit yes.
+  - **SCHEMA** — delegate component selection and full form JSON authoring to the existing `formio-schema` skill for the chosen form type. No component/schema documentation is duplicated; `formio-schema` is referenced by name only.
+  - **SAVE** — persist the definition via the MCP server's `form_create` tool (which already instructs use of `formio-schema`; no MCP tool changes). Auth errors route through the `authenticate` portal-login flow (`x-jwt-token`; never PKCE or API keys). Confirm the saved form path/URL back to the user.
+  - **EMBED** (conditional) — only on an explicit yes at INTENT: hand off to `formio-form` to embed the saved form by its form URL; Angular-explicit requests route through `formio-angular` per existing rules.
+- Reference docs (no YAML frontmatter) mirroring `formio-application`'s INTENT.md/IMPORT.md pattern: a form-types reference authored from the official help.form.io docs (form types, PDF forms, nested wizard workflows), the INTENT interview script, the SAVE `form_create` invocation + error handling, and the EMBED handoff contract.
+- Routing boundaries encoded in the three-clause description. Sharpest boundary — form vs resource/data model: "build a form to collect X" (standalone form) = `formio-form-builder`; "track X / manage X / app around X" (data model, CRUD, resources) = `formio-application` / `formio-resource-planner`. The description states this rule explicitly.
+- Reverse `Not for:` pointers added to sibling descriptions: `formio-application`, `formio-resource-planner`, and `formio-form` each point standalone create-a-new-form requests at `formio-form-builder`. `formio-form` also gains the inbound handoff: when an embed request reveals the form does not exist yet, route to `formio-form-builder` first. `formio-schema`'s description is NOT touched — its spec forbids the string `formio-form` in its description; `formio-form-builder` references `formio-schema` one-way.
+- The skill SHIPS in the `@formio/ai` plugin bundle — the `claude-plugin-packaging` spec's bundled-skills list and the `packages/mcp-server/src/__tests__/plugin-build.test.ts` inclusion assertions are updated in this change (the add-formio-form-skill change hit a stale exclusion here; not repeated).
+- Dev symlink `.claude/skills/formio-form-builder` like the other orchestrators.
+- Structural tests at `packages/skill-tests/src/formio-form-builder/` following the `formio-form` skill-structure.test.ts pattern (frontmatter, three-clause description with all Not-for names, reference docs present/no-frontmatter, MCP Tool Preference section, sibling reverse-pointer assertions). Flow behavior itself is prose/orchestration — no renderer behavior tests.
+
+## Capabilities
+
+### New Capabilities
+
+- `formio-form-builder-skill`: The `plugin/skills/formio-form-builder/` orchestrator — directory layout and dev symlink, three-clause description with single-form-creation triggers and the form-vs-resource boundary rule, the four-step INTENT/SCHEMA/SAVE/EMBED flow with its reference docs, no-duplication constraints (defer to `formio-schema` and `formio-form` by name), MCP Tool Preference (`form_create` / `form_get` / `authenticate`), strict URL terminology, and structural tests.
+- `formio-resource-planner-skill`: New (narrow) spec for the existing `formio-resource-planner` skill's routing boundary — its description gains a `Not for:` pointer at `formio-form-builder` for standalone single-form creation requests. (The planner has no spec today; this capability starts with the routing requirement only.)
+
+### Modified Capabilities
+
+- `formio-application-skill`: description's `Not for:` clauses additionally point standalone single-form creation requests ("build/create a form", surveys, contact forms) at `formio-form-builder`; the orchestrator hands off to `formio-form-builder` when the user asks to create a standalone form rather than a resource/data model or app.
+- `formio-form-skill`: description gains a `Not for:` pointer at `formio-form-builder` for create-a-new-form requests (`formio-form` stays embed-only); the skill routes to `formio-form-builder` when the form to embed does not exist yet or the request needs form-type determination. (Base spec currently lives in the unarchived `add-formio-form-skill` change; this delta layers on top of it.)
+- `claude-plugin-packaging`: the plugin bundle SHALL include the `formio-form-builder` skill; build/smoke test inclusion assertions updated accordingly.
+
+## Impact
+
+- New: `plugin/skills/formio-form-builder/SKILL.md` + reference docs; `.claude/skills/formio-form-builder` symlink.
+- New: `packages/skill-tests/src/formio-form-builder/skill-structure.test.ts`.
+- Modified: `plugin/skills/formio-application/SKILL.md`, `plugin/skills/formio-resource-planner/SKILL.md`, `plugin/skills/formio-form/SKILL.md` (description clauses + handoff prose only); `packages/mcp-server/src/__tests__/plugin-build.test.ts` (inclusion assertion).
+- No MCP server changes — `form_create`, `form_get`, and `authenticate` already exist and `form_create` already instructs use of `formio-schema`.
+- Source material (authoring inputs, not runtime dependencies): help.form.io Form Types, PDF Forms, and Nested Wizard Workflow docs.