#!/usr/bin/env node const crypto = require('crypto'); const fs = require('fs'); const path = require('path'); const DOCS_ROOT = path.resolve(__dirname, '..'); const WORKSPACE_ROOT = path.resolve(DOCS_ROOT, '..'); const PACK_ROOT = path.join(WORKSPACE_ROOT, 'gtm/docs/kb'); const EXISTING_MANIFEST = path.join(PACK_ROOT, 'existing-docs-migration-copy-paste/migration-manifest.csv'); const FAQ_MANIFEST = path.join(PACK_ROOT, 'featurebase-copy-paste/copy-paste-manifest.csv'); const SECTION_DIRS = { Guide: 'guide', Cases: 'cases', Clients: 'clients', Questionnaires: 'questionnaires', Files: 'files', Leads: 'leads', Invoices: 'invoices', 'Internal Notes': 'internal-notes', Settings: 'settings', 'Visaflo Extension': 'extension', }; const FAQ_ORDER = [ 'Which immigration programs and IRCC portals does VisaFlo support?', 'How online portal autofill works, when a case is ready, and what counts as one usage', 'How VisaFlo generates IMM PDFs and handles IRCC form updates', 'What the AI Scanner can extract and how to use it safely', 'How service agreement templates and e-signatures work', 'VisaFlo pricing, case limits, annual plans, and overage rules', 'How to send, customize, lock, and review client questionnaires', 'How to configure email sending, DNS records, and custom domain branding', 'How to install the VisaFlo Chrome extensions and choose the right one', 'How to import clients, leads, and cases from CSV or another platform', 'Invoices, payments, tax settings, exports, and trust accounting limits', 'Which integrations VisaFlo supports and what can be automated with APIs', 'Data security, storage, team permissions, and white-label setup', 'How leads, booking forms, consultations, and client conversion work', 'How tasks, reminders, workflows, deadlines, and case statuses work', 'How file upload, folders, merging, compression, and storage work', 'Troubleshooting page errors, freezes, slow loading, and failed actions', 'Troubleshooting missing data, invisible changes, and recovery options', 'Troubleshooting CSV import errors, duplicate records, and failed migrations', 'Troubleshooting subscription access, plan gating, and billing-state issues', 'Troubleshooting autofill failures, incomplete-question blockers, and extension case matching', 'Troubleshooting e-signature links and signed agreement files', 'Troubleshooting client questionnaire links, access errors, and login confusion', 'How to report a VisaFlo bug or unresolved support issue', ]; const SIDEBAR_TITLE_OVERRIDES = { 'Getting Started': 'Overview', 'Creating a Case': 'Create a case', 'E-Signature': 'E-signature', 'Adding a Client': 'Add a client', 'Modifying a Client': 'Modify a client', 'Auto-fill IMM Forms': 'Autofill IMM forms', 'Auto-fill Rep PR Portal': 'Autofill PR portal', 'Send Invitation': 'Send invitation', 'View Questionnaire': 'View questionnaire', 'Compress File': 'Compress a file', 'Download Files': 'Download files', 'Merge Files': 'Merge files', 'Rename File': 'Rename a file', 'Upload Files': 'Upload files', 'Add Leads': 'Add leads', 'Collect Leads': 'Collect leads', 'Custom Lead Form': 'Custom lead form', 'Request Online Payment': 'Request payment', 'Add Internal Notes': 'Internal notes', 'Branded Email Address': 'Branded email', 'Email Signature': 'Email signature', 'Inviting a Member': 'Invite a member', 'Letters & Agreements': 'Letters & agreements', 'Manage Subscription': 'Subscription', 'Autofill with Extension': 'Autofill with extension', 'Create a Case on Visaflo': 'Create case from extension', 'Installation': 'Install extension', 'MUST READ Getting Started': 'Extension overview', 'Which immigration programs and IRCC portals does VisaFlo support?': 'Supported programs', 'How online portal autofill works, when a case is ready, and what counts as one usage': 'Portal autofill', 'How VisaFlo generates IMM PDFs and handles IRCC form updates': 'IMM PDFs', 'What the AI Scanner can extract and how to use it safely': 'AI Scanner', 'How service agreement templates and e-signatures work': 'Agreements & e-signatures', 'VisaFlo pricing, case limits, annual plans, and overage rules': 'Pricing & limits', 'How to send, customize, lock, and review client questionnaires': 'Client questionnaires', 'How to configure email sending, DNS records, and custom domain branding': 'Email & DNS setup', 'How to install the VisaFlo Chrome extensions and choose the right one': 'Chrome extensions', 'How to import clients, leads, and cases from CSV or another platform': 'CSV imports', 'Invoices, payments, tax settings, exports, and trust accounting limits': 'Invoices & payments', 'Which integrations VisaFlo supports and what can be automated with APIs': 'Integrations & APIs', 'Data security, storage, team permissions, and white-label setup': 'Security & permissions', 'How leads, booking forms, consultations, and client conversion work': 'Leads & bookings', 'How tasks, reminders, workflows, deadlines, and case statuses work': 'Tasks & statuses', 'How file upload, folders, merging, compression, and storage work': 'Files & storage', 'Troubleshooting page errors, freezes, slow loading, and failed actions': 'Page errors & freezes', 'Troubleshooting missing data, invisible changes, and recovery options': 'Missing data', 'Troubleshooting CSV import errors, duplicate records, and failed migrations': 'CSV import errors', 'Troubleshooting subscription access, plan gating, and billing-state issues': 'Subscription access', 'Troubleshooting autofill failures, incomplete-question blockers, and extension case matching': 'Autofill failures', 'Troubleshooting e-signature links and signed agreement files': 'E-signature links', 'Troubleshooting client questionnaire links, access errors, and login confusion': 'Questionnaire access', 'How to report a VisaFlo bug or unresolved support issue': 'Report a bug', }; const DOC_METADATA_OVERRIDES = { 'cases/creating-a-case': { featureId: 'cases', routes: ['/cases', '/cases/add', '/cases/:caseId'], apis: ['/api/cases'], }, 'cases/e-signature': { featureId: 'esignatures', routes: ['/signatures/:signatureId', '/cases/signature/:signatureId'], apis: ['/api/signatures', '/api/mail/request-signature'], }, 'clients/adding-a-client': { featureId: 'clients', routes: ['/clients', '/clients/add', '/clients/:id'], apis: ['/api/clients'], }, 'clients/modifying-a-client': { featureId: 'clients', routes: ['/clients', '/clients/:id'], apis: ['/api/clients'], }, 'questionnaires/send-invitation': { featureId: 'questionnaires', routes: ['/forms/:caseId', '/forms/:caseId/:formId'], apis: ['/api/forms', '/api/form'], }, 'questionnaires/view-questionnaire': { featureId: 'questionnaires', routes: ['/forms/:caseId', '/forms/:caseId/:formId', '/forms/view/:caseId'], apis: ['/api/forms', '/api/form'], }, 'questionnaires/comments': { featureId: 'questionnaires', routes: ['/forms/:caseId', '/forms/:caseId/:formId'], apis: ['/api/forms', '/api/form'], }, 'questionnaires/auto-fill-imm-forms': { featureId: 'autofill', routes: ['/cases/forms/:caseId', '/settings/autofill'], apis: ['/api/processForm', '/api/autofillData', '/api/processInputJson'], }, 'questionnaires/auto-fill-rep-pr-portal': { featureId: 'autofill', routes: ['/cases/forms/:caseId', '/settings/autofill'], apis: ['/api/processForm', '/api/autofillData', '/api/processInputJson'], }, 'files/upload-files': { featureId: 'files', routes: ['/cases/:caseId'], apis: ['/api/files', '/api/file-registries', '/api/uploadDocuments'], }, 'files/download-files': { featureId: 'files', routes: ['/cases/:caseId'], apis: ['/api/files', '/api/file-registries'], }, 'files/merge-files': { featureId: 'files', routes: ['/cases/:caseId'], apis: ['/api/files', '/api/file-registries'], }, 'files/compress-file': { featureId: 'files', routes: ['/cases/:caseId'], apis: ['/api/files', '/api/file-registries'], }, 'files/rename-file': { featureId: 'files', routes: ['/cases/:caseId'], apis: ['/api/files', '/api/file-registries'], }, 'leads/collect-leads': { featureId: 'leads', routes: ['/leads', '/leads/:id'], apis: ['/api/leads'], }, 'leads/add-leads': { featureId: 'leads', routes: ['/leads', '/leads/add', '/leads/:id'], apis: ['/api/leads'], }, 'leads/custom-lead-form': { featureId: 'lead-forms', routes: ['/settings/leadForms', '/settings/leadForms/new', '/settings/leadForms/:formId', '/leadForms/:id'], apis: ['/api/lead-forms'], }, 'invoices/request-online-payment': { featureId: 'billing-invoices', routes: ['/billing-and-invoices', '/billing-and-invoices/create', '/billing-and-invoices/:invoiceId'], apis: ['/api/invoices', '/api/invoice', '/api/paddle'], }, 'settings/inviting-a-member': { featureId: 'members-permissions', routes: ['/settings/members', '/settings/business-profile'], apis: ['/api/company/create-employee', '/api/company/delete-employee', '/api/users/employees'], }, 'settings/manage-subscription': { featureId: 'billing-invoices', routes: ['/settings/subscription'], apis: ['/api/subscriptions', '/api/paddle'], }, 'settings/email-signature': { featureId: 'email-settings', routes: ['/settings/email-config', '/settings/emailSignature/:id'], apis: ['/api/email-signatures', '/api/email'], }, 'settings/letters-and-agreements': { featureId: 'templates', routes: ['/settings/templates'], apis: ['/api/templates', '/api/case-type-templates'], }, 'settings/branded-email-address': { featureId: 'email-settings', routes: ['/settings/email-config', '/settings/whitelabel'], apis: ['/api/authenticated-email-domains', '/api/sendgrid', '/api/whitelabel'], }, 'extension/must-read-getting-started': { featureId: 'extensions', routes: ['/settings/extensions'], apis: ['/api/extensions', '/api/extensionDownloadURL', '/api/extensionMaxDownloadURL'], }, 'extension/installation': { featureId: 'extensions', routes: ['/settings/extensions'], apis: ['/api/extensions', '/api/extensionDownloadURL', '/api/extensionMaxDownloadURL'], }, 'extension/create-a-case-on-visaflo': { featureId: 'extensions', routes: ['/settings/extensions', '/cases/add'], apis: ['/api/extensions', '/api/cases'], }, 'extension/autofill-with-extension': { featureId: 'autofill', routes: ['/settings/extensions', '/cases/forms/:caseId'], apis: ['/api/extensions', '/api/processForm', '/api/autofillData'], }, }; const FAQ_METADATA_OVERRIDES = { 'faq/which-immigration-programs-and-ircc-portals-does-visaflo-support': { featureId: 'autofill', routes: ['/cases/forms/:caseId'], apis: ['/api/processForm', '/api/autofillData'], }, 'faq/how-online-portal-autofill-works-when-a-case-is-ready-and-what-counts-as-one-usage': { featureId: 'autofill', routes: ['/cases/forms/:caseId', '/settings/autofill'], apis: ['/api/processForm', '/api/autofillData', '/api/processInputJson'], }, 'faq/how-visaflo-generates-imm-pdfs-and-handles-ircc-form-updates': { featureId: 'autofill', routes: ['/cases/forms/:caseId'], apis: ['/api/processForm', '/api/autofillData'], }, 'faq/what-the-ai-scanner-can-extract-and-how-to-use-it-safely': { featureId: 'ai-scanner-extraction', routes: ['/admin/ai-scanner', '/admin/ai-scanner/:id'], apis: ['/api/extraction', '/api/visionExtraction', '/api/admin/extraction-logs'], }, 'faq/how-service-agreement-templates-and-e-signatures-work': { featureId: 'esignatures', routes: ['/signatures/:signatureId', '/cases/signature/:signatureId'], apis: ['/api/signatures', '/api/mail/request-signature'], }, 'faq/visaflo-pricing-case-limits-annual-plans-and-overage-rules': { featureId: 'billing-invoices', routes: ['/settings/subscription', '/billing-and-invoices'], apis: ['/api/subscriptions', '/api/paddle', '/api/invoices'], }, 'faq/how-to-send-customize-lock-and-review-client-questionnaires': { featureId: 'questionnaires', routes: ['/forms/:caseId', '/forms/:caseId/:formId', '/forms/view/:caseId'], apis: ['/api/forms', '/api/form'], }, 'faq/how-to-configure-email-sending-dns-records-and-custom-domain-branding': { featureId: 'email-settings', routes: ['/settings/email-config', '/settings/whitelabel'], apis: ['/api/email', '/api/authenticated-email-domains', '/api/sendgrid', '/api/whitelabel'], }, 'faq/how-to-install-the-visaflo-chrome-extensions-and-choose-the-right-one': { featureId: 'extensions', routes: ['/settings/extensions'], apis: ['/api/extensions', '/api/extensionDownloadURL', '/api/extensionMaxDownloadURL'], }, 'faq/how-to-import-clients-leads-and-cases-from-csv-or-another-platform': { featureId: 'clients', routes: ['/clients', '/leads', '/cases'], apis: ['/api/clients', '/api/leads', '/api/case-import'], }, 'faq/invoices-payments-tax-settings-exports-and-trust-accounting-limits': { featureId: 'billing-invoices', routes: ['/billing-and-invoices', '/settings/billing', '/settings/subscription'], apis: ['/api/invoices', '/api/invoice', '/api/paddle'], }, 'faq/which-integrations-visaflo-supports-and-what-can-be-automated-with-apis': { featureId: 'integrations', routes: ['/settings/third-party-integrations', '/settings/api-settings', '/settings/connected-apps'], apis: ['/api/integrations', '/integrations/clio', '/api/google-drive', '/api/one-drive', '/api/dropbox', '/api/meta', '/api/api-keys', '/api/mcp/connections'], }, 'faq/data-security-storage-team-permissions-and-white-label-setup': { featureId: 'whitelabel', routes: ['/settings/whitelabel', '/settings/members', '/settings/business-profile'], apis: ['/api/whitelabel', '/api/company/create-employee', '/api/company/delete-employee'], }, 'faq/how-leads-booking-forms-consultations-and-client-conversion-work': { featureId: 'consultation-booking', routes: ['/leads', '/settings/leadForms', '/settings/consultation', '/book/:consultantId'], apis: ['/api/leads', '/api/lead-forms', '/api/consultants', '/api/consultant-bookings', '/api/consultant-availability'], }, 'faq/how-tasks-reminders-workflows-deadlines-and-case-statuses-work': { featureId: 'workflows', routes: ['/tasks', '/reminders', '/settings/workflows'], apis: ['/api/tasks', '/api/workflows', '/api/event-reminders', '/api/expiryNotifications', '/api/expiryNotification'], }, 'faq/how-file-upload-folders-merging-compression-and-storage-work': { featureId: 'files', routes: ['/cases/:caseId'], apis: ['/api/files', '/api/file-registries', '/api/uploadDocuments'], }, 'faq/troubleshooting-autofill-failures-incomplete-question-blockers-and-extension-case-matching': { featureId: 'autofill', routes: ['/cases/forms/:caseId', '/settings/extensions'], apis: ['/api/processForm', '/api/autofillData', '/api/extensions'], }, 'faq/troubleshooting-e-signature-links-and-signed-agreement-files': { featureId: 'esignatures', routes: ['/signatures/:signatureId', '/cases/signature/:signatureId'], apis: ['/api/signatures', '/api/mail/request-signature'], }, 'faq/troubleshooting-client-questionnaire-links-access-errors-and-login-confusion': { featureId: 'questionnaires', routes: ['/forms/:caseId', '/forms/:caseId/:formId', '/forms/view/:caseId'], apis: ['/api/forms', '/api/form'], }, }; const MANUAL_DOC_PAGE_PATHS = [ 'growth/lead-chatbot', 'portal/client-portal', 'drafting/ai-drafts', 'collaboration/document-shares', 'calendar/calendar', 'insights/insights', 'security/sso', ]; function ensureDir(dirPath) { fs.mkdirSync(dirPath, { recursive: true }); } function rmIfExists(target) { if (fs.existsSync(target)) { fs.rmSync(target, { recursive: true, force: true }); } } function existingManualDocPaths() { return MANUAL_DOC_PAGE_PATHS.filter((pagePath) => fs.existsSync(path.join(DOCS_ROOT, `${pagePath}.mdx`))); } function parseCsv(text) { const rows = []; let row = []; let field = ''; let quoted = false; for (let i = 0; i < text.length; i += 1) { const char = text[i]; const next = text[i + 1]; if (quoted) { if (char === '"' && next === '"') { field += '"'; i += 1; } else if (char === '"') { quoted = false; } else { field += char; } continue; } if (char === '"') { quoted = true; } else if (char === ',') { row.push(field); field = ''; } else if (char === '\n') { row.push(field); rows.push(row); row = []; field = ''; } else if (char !== '\r') { field += char; } } if (field || row.length > 0) { row.push(field); rows.push(row); } const [headers, ...records] = rows.filter((items) => items.some((item) => item.trim())); if (!headers) return []; return records.map((items) => headers.reduce((record, header, index) => { record[header.trim()] = (items[index] || '').trim(); return record; }, {})); } function readCsv(filePath) { return parseCsv(fs.readFileSync(filePath, 'utf8')); } function resolvePackPath(manifestPath) { if (path.isAbsolute(manifestPath)) return manifestPath; const normalized = manifestPath.replace(/\\/g, '/'); if (normalized.startsWith('docs/kb/')) { return path.join(PACK_ROOT, normalized.slice('docs/kb/'.length)); } return path.join(PACK_ROOT, manifestPath); } function slugify(value) { return String(value || '') .toLowerCase() .trim() .replace(/&/g, ' and ') .replace(/['"]/g, '') .replace(/[^a-z0-9]+/g, '-') .replace(/^-+|-+$/g, '') .substring(0, 96); } function normalizeForCompare(value) { return String(value || '').toLowerCase().replace(/[^a-z0-9]+/g, ' ').trim(); } const SIDEBAR_TITLE_MAP = new Map( Object.entries(SIDEBAR_TITLE_OVERRIDES).map(([title, sidebarTitle]) => [ normalizeForCompare(title), sidebarTitle, ]), ); function sidebarTitleFor(title) { return SIDEBAR_TITLE_MAP.get(normalizeForCompare(title)) || title; } function stripLeadingTitle(markdown, title) { const lines = markdown.split('\n'); const first = lines[0] || ''; const match = first.match(/^#\s+(.+)$/); if (!match) return markdown; if (normalizeForCompare(match[1]) !== normalizeForCompare(title)) { return markdown; } while (lines[1] === '') { lines.splice(1, 1); } return lines.slice(1).join('\n').trim(); } function extractLine(markdown, label) { const regex = new RegExp(`^${label}:\\s*(.+)$`, 'im'); const match = markdown.match(regex); return match ? match[1].trim() : null; } function excerpt(markdown, maxLength = 160) { const text = markdown .replace(/```[\s\S]*?```/g, ' ') .replace(/!\[[^\]]*]$[^)]+$/g, ' ') .replace(/\[([^\]]+)]$[^)]+$/g, '$1') .replace(/[#*_>`~-]/g, ' ') .replace(/\s+/g, ' ') .trim(); return text.length > maxLength ? `${text.slice(0, maxLength).trim()}...` : text; } function yamlString(value) { return JSON.stringify(String(value || '').replace(/\n/g, ' ')); } function yamlArray(values) { return JSON.stringify(values || []); } function cleanMarkdown(markdown, title) { let cleaned = markdown.replace(/\r\n/g, '\n').trim(); cleaned = stripLeadingTitle(cleaned, title); cleaned = cleaned .replace(/^Suggested category:\s*.+$/gim, '') .replace(/^Original source:\s*.+$/gim, '') .replace(/^## Recommended updates before publishing in Featurebase$/gim, '## Review notes') .replace(/\n{3,}/g, '\n\n') .trim(); return rewriteImagePaths(cleaned); } function rewriteImagePaths(markdown) { return markdown.replace(/!\[([^\]]*)]$([^)\s]+)(?:\s+"[^"]*")?$/g, (match, alt, src) => { if (/^(https?:|data:|blob:|\/images\/)/i.test(src)) { return `![${alt}](${src})`; } const normalized = decodeURIComponent(src).replace(/^\.\.\//, ''); if (normalized.startsWith('existing-docs-images/')) { return `![${alt || 'Screenshot'}](/images/${normalized})`; } return match; }); } function frontmatter({ title, description, sidebarTitle, featureId, routes, apis, status }) { const lines = [ '---', `title: ${yamlString(title)}`, ]; if (sidebarTitle && normalizeForCompare(sidebarTitle) !== normalizeForCompare(title)) { lines.push(`sidebarTitle: ${yamlString(sidebarTitle)}`); } if (featureId) { lines.push(`featureId: ${yamlString(featureId)}`); } if (routes && routes.length > 0) { lines.push(`routes: ${yamlArray(routes)}`); } if (apis && apis.length > 0) { lines.push(`apis: ${yamlArray(apis)}`); } if (status) { lines.push(`status: ${yamlString(status)}`); } lines.push( `description: ${yamlString(description)}`, '---', '', ); return lines.join('\n'); } function applyDocMetadata(doc) { const metadata = { ...(DOC_METADATA_OVERRIDES[doc.pagePath] || {}), ...(FAQ_METADATA_OVERRIDES[doc.pagePath] || {}), }; return { ...doc, ...metadata, status: metadata.status || doc.status || 'needs-review', }; } function pagePathForExisting(row) { const sectionDir = SECTION_DIRS[row.section] || slugify(row.section || 'guide'); return path.posix.join(sectionDir, slugify(row.title)); } function pagePathForFaq(row) { return path.posix.join('faq', slugify(row.title)); } function buildExistingDocs() { return readCsv(EXISTING_MANIFEST).map((row) => { const sourcePath = resolvePackPath(row.path); const rawMarkdown = fs.readFileSync(sourcePath, 'utf8'); const title = row.title; const body = cleanMarkdown(rawMarkdown, title); return applyDocMetadata({ kind: 'existing', title, section: row.section, category: row.section, priority: Number(row.priority) || 0, pagePath: pagePathForExisting(row), sidebarTitle: sidebarTitleFor(title), body, sourceUrl: extractLine(rawMarkdown, 'Original source') || row.source_url || null, description: excerpt(body), }); }); } function buildFaqDocs() { const order = new Map(FAQ_ORDER.map((title, index) => [normalizeForCompare(title), index + 1])); return readCsv(FAQ_MANIFEST) .map((row) => { const sourcePath = resolvePackPath(row.path); const rawMarkdown = fs.readFileSync(sourcePath, 'utf8'); const title = row.title; const body = cleanMarkdown(rawMarkdown, title); return applyDocMetadata({ kind: 'faq', title, section: 'Frequently Asked Questions', category: row.category, priority: order.get(normalizeForCompare(title)) || Number(row.priority) || 999, pagePath: pagePathForFaq(row), sidebarTitle: sidebarTitleFor(title), body, sourceUrl: null, description: excerpt(body), }); }) .sort((a, b) => a.priority - b.priority); } function writePage(doc) { const filePath = path.join(DOCS_ROOT, `${doc.pagePath}.mdx`); ensureDir(path.dirname(filePath)); const sourceNote = doc.sourceUrl ? `\n\nThis page was migrated from the legacy VisaFlo guide and should be reviewed against the current product UI.\n` : ''; fs.writeFileSync( filePath, `${frontmatter(doc)}${doc.body}${sourceNote}\n`, 'utf8', ); } function copyImages() { const source = path.join(PACK_ROOT, 'existing-docs-images'); const destination = path.join(DOCS_ROOT, 'images/existing-docs-images'); rmIfExists(destination); ensureDir(destination); for (const entry of fs.readdirSync(source, { withFileTypes: true })) { if (entry.name === 'image-manifest.csv') continue; const srcPath = path.join(source, entry.name); const destPath = path.join(destination, entry.name); if (entry.isDirectory()) { fs.cpSync(srcPath, destPath, { recursive: true }); } } } function buildNavigation(docs) { const docPaths = new Set([ ...docs.map((doc) => doc.pagePath), ...existingManualDocPaths(), ]); const include = (pages) => pages.filter((page) => page === 'index' || docPaths.has(page)); const group = (name, pages, options = {}) => { const includedPages = include(pages); if (includedPages.length === 0) return null; return { group: name, ...options, pages: includedPages, }; }; const compact = (items) => items.filter(Boolean); return { tabs: [ { tab: 'Guides', groups: compact([ group('Start here', [ 'index', 'guide/getting-started', ], { expanded: true }), group('Core workflow', [ 'cases/creating-a-case', 'clients/adding-a-client', 'clients/modifying-a-client', 'portal/client-portal', ]), group('Questionnaires & autofill', [ 'questionnaires/send-invitation', 'questionnaires/view-questionnaire', 'questionnaires/comments', 'questionnaires/auto-fill-imm-forms', 'questionnaires/auto-fill-rep-pr-portal', ]), group('Files & payments', [ 'files/upload-files', 'files/download-files', 'files/merge-files', 'files/compress-file', 'files/rename-file', 'invoices/request-online-payment', 'cases/e-signature', ]), group('Leads', [ 'leads/collect-leads', 'leads/add-leads', 'leads/custom-lead-form', 'growth/lead-chatbot', ]), group('Drafting & collaboration', [ 'drafting/ai-drafts', 'collaboration/document-shares', ]), group('Team operations', [ 'calendar/calendar', ]), group('Insights', [ 'insights/insights', ]), group('Extension', [ 'extension/must-read-getting-started', 'extension/installation', 'extension/create-a-case-on-visaflo', 'extension/autofill-with-extension', ]), group('Workspace settings', [ 'settings/inviting-a-member', 'settings/manage-subscription', 'settings/email-signature', 'settings/letters-and-agreements', 'settings/branded-email-address', 'security/sso', 'internal-notes/add-internal-notes', ]), ]), }, { tab: 'FAQ', groups: compact([ group('Product coverage', [ 'faq/which-immigration-programs-and-ircc-portals-does-visaflo-support', 'faq/which-integrations-visaflo-supports-and-what-can-be-automated-with-apis', 'faq/visaflo-pricing-case-limits-annual-plans-and-overage-rules', ]), group('Automation', [ 'faq/how-online-portal-autofill-works-when-a-case-is-ready-and-what-counts-as-one-usage', 'faq/how-visaflo-generates-imm-pdfs-and-handles-ircc-form-updates', 'faq/what-the-ai-scanner-can-extract-and-how-to-use-it-safely', 'faq/how-to-install-the-visaflo-chrome-extensions-and-choose-the-right-one', ]), group('Workflows', [ 'faq/how-to-send-customize-lock-and-review-client-questionnaires', 'faq/how-leads-booking-forms-consultations-and-client-conversion-work', 'faq/how-tasks-reminders-workflows-deadlines-and-case-statuses-work', 'faq/how-file-upload-folders-merging-compression-and-storage-work', 'faq/how-service-agreement-templates-and-e-signatures-work', 'faq/invoices-payments-tax-settings-exports-and-trust-accounting-limits', ]), group('Setup & admin', [ 'faq/how-to-configure-email-sending-dns-records-and-custom-domain-branding', 'faq/how-to-import-clients-leads-and-cases-from-csv-or-another-platform', 'faq/data-security-storage-team-permissions-and-white-label-setup', ]), ]), }, { tab: 'Troubleshooting', groups: compact([ group('General issues', [ 'faq/troubleshooting-page-errors-freezes-slow-loading-and-failed-actions', 'faq/troubleshooting-missing-data-invisible-changes-and-recovery-options', 'faq/troubleshooting-csv-import-errors-duplicate-records-and-failed-migrations', 'faq/troubleshooting-subscription-access-plan-gating-and-billing-state-issues', ]), group('Workflow issues', [ 'faq/troubleshooting-autofill-failures-incomplete-question-blockers-and-extension-case-matching', 'faq/troubleshooting-e-signature-links-and-signed-agreement-files', 'faq/troubleshooting-client-questionnaire-links-access-errors-and-login-confusion', ]), group('Support', [ 'faq/how-to-report-a-visaflo-bug-or-unresolved-support-issue', ]), ]), }, ], }; } function writeDocsJson(docs) { const docsJson = { $schema: 'https://mintlify.com/docs.json', theme: 'mint', name: 'VisaFlo Help Center', colors: { primary: '#2563EB', light: '#3B82F6', dark: '#60A5FA', }, favicon: '/images/favicon.svg', navigation: buildNavigation(docs), navbar: { links: [ { label: 'Dashboard', href: 'https://app.vflo.app', }, { label: 'Support', href: 'mailto:support@visaflo.com', }, ], }, footer: { socials: { website: 'https://www.visaflo.com', }, }, redirects: [ { source: '/knowledge-base', destination: '/', }, ], }; fs.writeFileSync(path.join(DOCS_ROOT, 'docs.json'), `${JSON.stringify(docsJson, null, 2)}\n`, 'utf8'); } function writeIndex(docs) { const guideCount = docs.filter((doc) => doc.kind === 'existing').length; const faqCount = docs.filter((doc) => doc.kind === 'faq').length; const hash = crypto .createHash('sha256') .update(docs.map((doc) => `${doc.pagePath}:${doc.title}`).join('\n')) .digest('hex') .slice(0, 12); const content = `--- title: "VisaFlo Help Center" sidebarTitle: "Home" description: "Guides for onboarding your firm, managing cases, collecting client information, and using VisaFlo's automation features." --- Welcome to the VisaFlo Help Center. Use these docs to set up your firm, onboard your team, create cases, collect client information, manage files, and troubleshoot common workflows. Set up your firm and understand the first workflows to complete in VisaFlo. Start a case, assign team members, and prepare the client workflow. Send, review, and use client questionnaires for forms and autofill. Install the extension and run supported portal autofill workflows. ## Current migration snapshot - ${guideCount} legacy guide pages - ${faqCount} FAQ and troubleshooting pages - Source hash: \`${hash}\` Some migrated pages still include review notes from the legacy docs audit. Treat this as a first-pass knowledge base and tighten product screenshots before sending high-volume onboarding traffic here. `; fs.writeFileSync(path.join(DOCS_ROOT, 'index.mdx'), content, 'utf8'); } function writeFavicon() { ensureDir(path.join(DOCS_ROOT, 'images')); fs.writeFileSync( path.join(DOCS_ROOT, 'images/favicon.svg'), '\n', 'utf8', ); } function main() { if (!fs.existsSync(PACK_ROOT)) { throw new Error(`KB pack not found: ${PACK_ROOT}`); } for (const dir of ['guide', 'faq', 'cases', 'clients', 'questionnaires', 'files', 'leads', 'invoices', 'internal-notes', 'settings', 'extension']) { rmIfExists(path.join(DOCS_ROOT, dir)); } const docs = [...buildExistingDocs(), ...buildFaqDocs()]; const manualDocs = existingManualDocPaths(); for (const doc of docs) { writePage(doc); } copyImages(); writeFavicon(); writeIndex(docs); writeDocsJson(docs); console.log(JSON.stringify({ docsRoot: DOCS_ROOT, pages: docs.length + 1 + manualDocs.length, generatedDocs: docs.length, manualDocs: manualDocs.length, imagesRoot: path.join(DOCS_ROOT, 'images'), }, null, 2)); } main();

Field	Required	Description
`firstName`	Yes	Client first name.
`email`	Yes	Client email address.
`lastName`, `phone`	No	Optional client details.