Files
breakpilot-compliance/admin-compliance/app/sdk/document-generator/templateRecommendations.ts
T
Benjamin Admin 062d607da9 feat: Scope questions, placeholder mappings, example contexts
Scope questions (compliance-scope-data.ts):
- 7 new questions: org_has_employees, org_has_social_media,
  org_has_video_conferencing, proc_uses_ai_tools, proc_byod_allowed,
  prod_ugc_platform, org_cert_iso27001

Template recommendations updated:
- employee_dsi/applicant_dsi now triggered by org_has_employees
- ai_usage_policy triggered by proc_uses_ai_tools
- byod_policy triggered by proc_byod_allowed (required when yes)
- social_media_dsi triggered by org_has_social_media
- video_conference_dsi triggered by org_has_video_conferencing
- community_guidelines/terms_of_use triggered by prod_ugc_platform

Placeholder mappings (contextBridge-helpers.ts):
- 30+ new mappings for: whistleblower, video conference, AI policy,
  BYOD, consent, social media, transfer/SCC, DSI fields
- SECTION_COVERS updated for template relevance detection

Example contexts: ai_usage_policy_de, employee_dsi_de,
social_media_dsi_de, tia_de

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-05-01 13:43:09 +02:00

327 lines
12 KiB
TypeScript

/**
* Template Recommendations — Maps scope answers to document templates
*
* Bridges the gap between the Compliance Scope Engine (23 ScopeDocumentTypes)
* and the Document Generator (70+ database templates).
*
* The scope engine recommends high-level document categories (vvt, tom, dsfa...).
* This module recommends SPECIFIC templates based on additional context from
* the CompanyProfile and scope answers.
*/
import type { ComplianceDepthLevel } from '../../lib/sdk/compliance-scope-types/core-levels'
import type { ScopeProfilingAnswer } from '../../lib/sdk/compliance-scope-types/state'
// ============================================================================
// Template recommendation rules
// ============================================================================
interface TemplateRule {
/** Database document_type */
templateType: string
/** Human-readable label */
label: string
/** When to recommend this template */
condition: (answers: Map<string, string>, level: ComplianceDepthLevel, profile: Record<string, unknown>) => 'required' | 'recommended' | 'optional' | null
}
/**
* Rules that map scope answers + profile to specific template recommendations.
* These cover templates NOT directly output by the scope engine.
*/
const TEMPLATE_RULES: TemplateRule[] = [
// ── HR-DSI ──────────────────────────────────────────────────────────────
{
templateType: 'employee_dsi',
label: 'Mitarbeiter-Datenschutzinformation',
condition: (answers, level) => {
const hasEmployees = answers.get('org_has_employees')
const empCount = answers.get('org_employee_count')
if (hasEmployees === 'yes' || (empCount && empCount !== 'none' && empCount !== '0')) {
return level >= 'L2' ? 'required' : 'recommended'
}
return null
},
},
{
templateType: 'applicant_dsi',
label: 'Bewerber-Datenschutzinformation',
condition: (answers, level) => {
const hasEmployees = answers.get('org_has_employees')
const empCount = answers.get('org_employee_count')
if (hasEmployees === 'yes' || (empCount && empCount !== 'none' && empCount !== '0')) {
return level >= 'L2' ? 'recommended' : 'optional'
}
return null
},
},
// ── Whistleblower ───────────────────────────────────────────────────────
{
templateType: 'whistleblower_policy',
label: 'Hinweisgeberrichtlinie (HinSchG)',
condition: (answers) => {
const empCount = answers.get('org_employee_count')
// HinSchG Pflicht ab 50 MA
if (empCount === '50_249' || empCount === '250_999' || empCount === '1000_plus') return 'required'
return null
},
},
// ── KI ──────────────────────────────────────────────────────────────────
{
templateType: 'ai_usage_policy',
label: 'KI-Nutzungsrichtlinie',
condition: (answers) => {
const aiUsage = answers.get('proc_ai_usage') || answers.get('proc_uses_ai_tools')
if (aiUsage && aiUsage !== 'none' && aiUsage !== 'no') return 'required'
return null
},
},
// ── BYOD ────────────────────────────────────────────────────────────────
{
templateType: 'byod_policy',
label: 'BYOD-Richtlinie',
condition: (answers, level) => {
const byod = answers.get('proc_byod_allowed')
if (byod === 'yes') return 'required'
if (level >= 'L3') return 'recommended'
return 'optional'
},
},
// ── Social Media ────────────────────────────────────────────────────────
{
templateType: 'social_media_dsi',
label: 'Social-Media-Datenschutzinformation',
condition: (answers, level) => {
const sm = answers.get('org_has_social_media')
if (sm === 'yes') return 'required'
return level >= 'L2' ? 'recommended' : 'optional'
},
},
// ── Videokonferenzen ────────────────────────────────────────────────────
{
templateType: 'video_conference_dsi',
label: 'Videokonferenz-Datenschutzinformation',
condition: (answers, level) => {
const video = answers.get('org_has_video_conferencing')
if (video === 'yes') return 'recommended'
if (level >= 'L3') return 'recommended'
return 'optional'
},
},
// ── Security Policies (nur ab L3/L4) ───────────────────────────────────
{
templateType: 'information_security_policy',
label: 'Informationssicherheitsrichtlinie',
condition: (_answers, level) => {
if (level >= 'L3') return 'required'
if (level === 'L2') return 'recommended'
return null
},
},
{
templateType: 'password_policy',
label: 'Passwortrichtlinie',
condition: (_answers, level) => level >= 'L2' ? 'recommended' : 'optional',
},
{
templateType: 'encryption_policy',
label: 'Verschluesselungsrichtlinie',
condition: (_answers, level) => level >= 'L3' ? 'recommended' : 'optional',
},
{
templateType: 'access_control_policy',
label: 'Zugriffskontrollrichtlinie',
condition: (_answers, level) => level >= 'L3' ? 'recommended' : 'optional',
},
// ── Security Concepts (nur ab L3) ──────────────────────────────────────
{
templateType: 'it_security_concept',
label: 'IT-Sicherheitskonzept',
condition: (_answers, level) => level >= 'L3' ? 'required' : 'optional',
},
{
templateType: 'backup_recovery_concept',
label: 'Backup-Recovery-Konzept',
condition: (_answers, level) => level >= 'L3' ? 'recommended' : 'optional',
},
{
templateType: 'logging_concept',
label: 'Logging-Konzept',
condition: (_answers, level) => level >= 'L3' ? 'recommended' : 'optional',
},
{
templateType: 'access_control_concept',
label: 'Zugriffskonzept',
condition: (_answers, level) => level >= 'L3' ? 'recommended' : 'optional',
},
// ── Plattform/UGC ──────────────────────────────────────────────────────
{
templateType: 'community_guidelines',
label: 'Gemeinschaftsrichtlinien',
condition: (answers) => {
const model = answers.get('org_business_model')
const ugc = answers.get('prod_ugc_platform')
if (ugc === 'yes' || model === 'platform' || model === 'marketplace' || model === 'social') return 'required'
return null
},
},
{
templateType: 'terms_of_use',
label: 'Nutzungsbedingungen',
condition: (answers) => {
const model = answers.get('org_business_model')
const ugc = answers.get('prod_ugc_platform')
if (ugc === 'yes' || model === 'platform' || model === 'marketplace' || model === 'social' || model === 'saas') return 'required'
return null
},
},
{
templateType: 'media_content_policy',
label: 'Medien- und Inhalte-Richtlinie',
condition: (answers) => {
const model = answers.get('org_business_model')
if (model === 'platform' || model === 'media') return 'recommended'
return null
},
},
// ── E-Commerce ─────────────────────────────────────────────────────────
{
templateType: 'widerruf',
label: 'Widerrufsbelehrung',
condition: (answers) => {
const shop = answers.get('prod_webshop')
if (shop && shop !== 'no') return 'required'
return null
},
},
{
templateType: 'consent_texts',
label: 'Einwilligungstexte (Double-Opt-In)',
condition: (answers) => {
const consent = answers.get('prod_consent_management')
if (consent && consent !== 'no') return 'recommended'
return 'optional'
},
},
// ── Impressum + Cookie ─────────────────────────────────────────────────
{
templateType: 'impressum',
label: 'Impressum',
condition: () => 'required', // Immer Pflicht
},
{
templateType: 'cookie_policy',
label: 'Cookie-Richtlinie',
condition: () => 'required', // Immer Pflicht bei Websites
},
// ── Drittlandtransfer (SCC + TIA) ───────────────────────────────────────
// SCC+TIA nur erforderlich wenn Drittlandtransfer OHNE Angemessenheitsbeschluss/DPF
{
templateType: 'transfer_impact_assessment',
label: 'Transfer Impact Assessment (TIA)',
condition: (answers) => {
const thirdCountry = answers.get('tech_third_country')
if (!thirdCountry || thirdCountry === 'no') return null
// Wenn nur DPF-zertifizierte US-Anbieter: empfohlen statt pflicht
if (thirdCountry === 'us_dpf_only') return 'optional'
// Wenn nur Laender mit Angemessenheitsbeschluss: nicht noetig
if (thirdCountry === 'adequate_only') return null
return 'required'
},
},
{
templateType: 'scc_companion',
label: 'Standardvertragsklauseln (SCC) — Anhaenge',
condition: (answers) => {
const thirdCountry = answers.get('tech_third_country')
if (!thirdCountry || thirdCountry === 'no') return null
if (thirdCountry === 'us_dpf_only') return 'optional'
if (thirdCountry === 'adequate_only') return null
return 'required'
},
},
// ── ISMS (nur bei Zertifizierungsziel) ─────────────────────────────────
{
templateType: 'isms_manual',
label: 'ISMS-Handbuch',
condition: (answers) => {
const cert = answers.get('org_cert_target')
if (cert === 'iso27001' || cert === 'iso27701' || cert === 'tisax') return 'required'
return null
},
},
// ── Vendor/BCM (nur ab L4 oder bei Vendor-Management) ─────────────────
{
templateType: 'vendor_risk_management_policy',
label: 'Vendor-Risikomanagement',
condition: (answers, level) => {
const vendor = answers.get('comp_vendor_management')
if (vendor && vendor !== 'no') return 'recommended'
if (level === 'L4') return 'required'
return null
},
},
{
templateType: 'business_continuity_policy',
label: 'Business-Continuity-Richtlinie',
condition: (_answers, level) => level === 'L4' ? 'required' : 'optional',
},
]
// ============================================================================
// Public API
// ============================================================================
export interface TemplateRecommendation {
templateType: string
label: string
requirement: 'required' | 'recommended' | 'optional'
}
/**
* Evaluates all template rules against the user's scope answers and profile.
* Returns a prioritized list of template recommendations.
*/
export function evaluateTemplateRecommendations(
scopeAnswers: ScopeProfilingAnswer[],
level: ComplianceDepthLevel,
profile: Record<string, unknown> = {},
): TemplateRecommendation[] {
const answerMap = new Map<string, string>()
for (const a of scopeAnswers) {
answerMap.set(a.questionId, String(a.value))
}
const results: TemplateRecommendation[] = []
for (const rule of TEMPLATE_RULES) {
const requirement = rule.condition(answerMap, level, profile)
if (requirement) {
results.push({
templateType: rule.templateType,
label: rule.label,
requirement,
})
}
}
// Sort: required first, then recommended, then optional
const order = { required: 0, recommended: 1, optional: 2 }
results.sort((a, b) => order[a.requirement] - order[b.requirement])
return results
}