Automation tolltip + new operations + copy to saved (#4292)

# Description of Changes

<!--
Please provide a summary of the changes, including:

- What was changed
- Why the change was made
- Any challenges encountered

Closes #(issue_number)
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---

## Checklist

### General

- [ ] I have read the [Contribution
Guidelines](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/CONTRIBUTING.md)
- [ ] I have read the [Stirling-PDF Developer
Guide](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/devGuide/DeveloperGuide.md)
(if applicable)
- [ ] I have read the [How to add new languages to
Stirling-PDF](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/devGuide/HowToAddNewLanguage.md)
(if applicable)
- [ ] I have performed a self-review of my own code
- [ ] My changes generate no new warnings

### Documentation

- [ ] I have updated relevant docs on [Stirling-PDF's doc
repo](https://github.com/Stirling-Tools/Stirling-Tools.github.io/blob/main/docs/)
(if functionality has heavily changed)
- [ ] I have read the section [Add New Translation
Tags](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/devGuide/HowToAddNewLanguage.md#add-new-translation-tags)
(for new translation tags only)

### UI Changes (if applicable)

- [ ] Screenshots or videos demonstrating the UI changes are attached
(e.g., as comments or direct attachments in the PR)

### Testing (if applicable)

- [ ] I have tested my changes locally. Refer to the [Testing
Guide](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/devGuide/DeveloperGuide.md#6-testing)
for more details.

---------

Co-authored-by: ConnorYoh <40631091+ConnorYoh@users.noreply.github.com>

frontend/public/locales/en-GB/translation.json

@@ -2279,6 +2279,20 @@
         "description": "Configure the settings for this tool. These settings will be applied when the automation runs.",
         "cancel": "Cancel",
         "save": "Save Configuration"
-      }
+      },
+      "copyToSaved": "Copy to Saved"
     }
+  },
+  "automation": {
+    "suggested": {
+      "securePdfIngestion": "Secure PDF Ingestion",
+      "securePdfIngestionDesc": "Comprehensive PDF processing workflow that sanitises documents, applies OCR with cleanup, converts to PDF/A format for long-term archival, and optimises file size.",
+      "emailPreparation": "Email Preparation", 
+      "emailPreparationDesc": "Optimises PDFs for email distribution by compressing files, splitting large documents into 20MB chunks for email compatibility, and removing metadata for privacy.",
+      "secureWorkflow": "Security Workflow",
+      "secureWorkflowDesc": "Secures PDF documents by removing potentially malicious content like JavaScript and embedded files, then adds password protection to prevent unauthorised access.",
+      "processImages": "Process Images",
+      "processImagesDesc": "Converts multiple image files into a single PDF document, then applies OCR technology to extract searchable text from the images."
+    }
+  }
 }

frontend/public/locales/en-US/translation.json

@@ -2106,5 +2106,20 @@
     "results": {
       "title": "Decrypted PDFs"
     }
+  },
+  "automation": {
+    "suggested": {
+      "securePdfIngestion": "Secure PDF Ingestion",
+      "securePdfIngestionDesc": "Comprehensive PDF processing workflow that sanitizes documents, applies OCR with cleanup, converts to PDF/A format for long-term archival, and optimizes file size.",
+      "emailPreparation": "Email Preparation", 
+      "emailPreparationDesc": "Optimizes PDFs for email distribution by compressing files, splitting large documents into 20MB chunks for email compatibility, and removing metadata for privacy.",
+      "secureWorkflow": "Security Workflow",
+      "secureWorkflowDesc": "Secures PDF documents by removing potentially malicious content like JavaScript and embedded files, then adds password protection to prevent unauthorized access.",
+      "processImages": "Process Images",
+      "processImagesDesc": "Converts multiple image files into a single PDF document, then applies OCR technology to extract searchable text from the images."
+    }
+  },
+  "automate": {
+    "copyToSaved": "Copy to Saved"
   }
 }

frontend/src/components/tools/automate/AutomationEntry.tsx

@@ -4,10 +4,14 @@ import { Button, Group, Text, ActionIcon, Menu, Box } from '@mantine/core';
 import MoreVertIcon from '@mui/icons-material/MoreVert';
 import EditIcon from '@mui/icons-material/Edit';
 import DeleteIcon from '@mui/icons-material/Delete';
+import ContentCopyIcon from '@mui/icons-material/ContentCopy';
+import { Tooltip } from '../../shared/Tooltip';
 
 interface AutomationEntryProps {
   /** Optional title for the automation (usually for custom ones) */
   title?: string;
+  /** Optional description for tooltip */
+  description?: string;
   /** MUI Icon component for the badge */
   badgeIcon?: React.ComponentType<any>;
   /** Array of tool operation names in the workflow */
@@ -22,17 +26,21 @@ interface AutomationEntryProps {
   onEdit?: () => void;
   /** Delete handler */
   onDelete?: () => void;
+  /** Copy handler (for suggested automations) */
+  onCopy?: () => void;
 }
 
 export default function AutomationEntry({
   title,
+  description,
   badgeIcon: BadgeIcon,
   operations,
   onClick,
   keepIconColor = false,
   showMenu = false,
   onEdit,
-  onDelete
+  onDelete,
+  onCopy
 }: AutomationEntryProps) {
   const { t } = useTranslation();
   const [isHovered, setIsHovered] = useState(false);
@@ -41,6 +49,47 @@ export default function AutomationEntry({
   // Keep item in hovered state if menu is open
   const shouldShowHovered = isHovered || isMenuOpen;
 
+  // Create tooltip content with description and tool chain
+  const createTooltipContent = () => {
+    if (!description) return null;
+
+    const toolChain = operations.map((op, index) => (
+      <React.Fragment key={`${op}-${index}`}>
+        <Text 
+          component="span" 
+          size="sm" 
+          fw={600}
+          style={{ 
+            color: 'var(--mantine-primary-color-filled)',
+            background: 'var(--mantine-primary-color-light)',
+            padding: '2px 6px',
+            borderRadius: '4px',
+            fontSize: '0.75rem',
+            whiteSpace: 'nowrap'
+          }}
+        >
+          {t(`${op}.title`, op)}
+        </Text>
+        {index < operations.length - 1 && (
+          <Text component="span" size="sm" mx={4}>
+            →
+          </Text>
+        )}
+      </React.Fragment>
+    ));
+
+    return (
+      <div style={{ minWidth: '400px', width: 'auto' }}>
+        <Text size="sm" mb={8} style={{ whiteSpace: 'normal', wordWrap: 'break-word' }}>
+          {description}
+        </Text>
+        <div style={{ display: 'flex', alignItems: 'center', gap: '4px', whiteSpace: 'nowrap' }}>
+          {toolChain}
+        </div>
+      </div>
+    );
+  };
+
   const renderContent = () => {
     if (title) {
       // Custom automation with title
@@ -89,7 +138,7 @@ export default function AutomationEntry({
     }
   };
 
-  return (
+  const boxContent = (
     <Box
       style={{
         backgroundColor: shouldShowHovered ? 'var(--mantine-color-gray-1)' : 'transparent',
@@ -132,6 +181,17 @@ export default function AutomationEntry({
             </Menu.Target>
 
             <Menu.Dropdown>
+              {onCopy && (
+                <Menu.Item
+                  leftSection={<ContentCopyIcon style={{ fontSize: 16 }} />}
+                  onClick={(e) => {
+                    e.stopPropagation();
+                    onCopy();
+                  }}
+                >
+                  {t('automate.copyToSaved', 'Copy to Saved')}
+                </Menu.Item>
+              )}
               {onEdit && (
                 <Menu.Item
                   leftSection={<EditIcon style={{ fontSize: 16 }} />}
@@ -160,4 +220,18 @@ export default function AutomationEntry({
       </Group>
     </Box>
   );
+
+  // Only show tooltip if description exists, otherwise return plain content
+  return description ? (
+    <Tooltip 
+      content={createTooltipContent()} 
+      position="right" 
+      arrow={true} 
+      delay={500}
+    >
+      {boxContent}
+    </Tooltip>
+  ) : (
+    boxContent
+  );
 }

frontend/src/components/tools/automate/AutomationSelection.tsx

@@ -5,7 +5,7 @@ import AddCircleOutline from "@mui/icons-material/AddCircleOutline";
 import SettingsIcon from "@mui/icons-material/Settings";
 import AutomationEntry from "./AutomationEntry";
 import { useSuggestedAutomations } from "../../../hooks/tools/automate/useSuggestedAutomations";
-import { AutomationConfig } from "../../../types/automation";
+import { AutomationConfig, SuggestedAutomation } from "../../../types/automation";
 
 interface AutomationSelectionProps {
   savedAutomations: AutomationConfig[];
@@ -13,6 +13,7 @@ interface AutomationSelectionProps {
   onRun: (automation: AutomationConfig) => void;
   onEdit: (automation: AutomationConfig) => void;
   onDelete: (automation: AutomationConfig) => void;
+  onCopyFromSuggested: (automation: SuggestedAutomation) => void;
 }
 
 export default function AutomationSelection({ 
@@ -20,7 +21,8 @@ export default function AutomationSelection({
   onCreateNew, 
   onRun, 
   onEdit, 
-  onDelete 
+  onDelete,
+  onCopyFromSuggested
 }: AutomationSelectionProps) {
   const { t } = useTranslation();
   const suggestedAutomations = useSuggestedAutomations();
@@ -63,9 +65,13 @@ export default function AutomationSelection({
           {suggestedAutomations.map((automation) => (
             <AutomationEntry
               key={automation.id}
+              title={automation.name}
+              description={automation.description}
               badgeIcon={automation.icon}
               operations={automation.operations.map(op => op.operation)}
               onClick={() => onRun(automation)}
+              showMenu={true}
+              onCopy={() => onCopyFromSuggested(automation)}
             />
           ))}
         </Stack>

frontend/src/hooks/tools/automate/useSavedAutomations.ts

@@ -1,5 +1,6 @@
 import { useState, useEffect, useCallback } from 'react';
 import { AutomationConfig } from '../../../services/automationStorage';
+import { SuggestedAutomation } from '../../../types/automation';
 
 export interface SavedAutomation extends AutomationConfig {}
 
@@ -40,6 +41,26 @@ export function useSavedAutomations() {
     }
   }, [refreshAutomations]);
 
+  const copyFromSuggested = useCallback(async (suggestedAutomation: SuggestedAutomation) => {
+    try {
+      const { automationStorage } = await import('../../../services/automationStorage');
+      
+      // Convert suggested automation to saved automation format
+      const savedAutomation = {
+        name: suggestedAutomation.name,
+        description: suggestedAutomation.description,
+        operations: suggestedAutomation.operations
+      };
+      
+      await automationStorage.saveAutomation(savedAutomation);
+      // Refresh the list after saving
+      refreshAutomations();
+    } catch (err) {
+      console.error('Error copying suggested automation:', err);
+      throw err;
+    }
+  }, [refreshAutomations]);
+
   // Load automations on mount
   useEffect(() => {
     loadSavedAutomations();
@@ -50,6 +71,7 @@ export function useSavedAutomations() {
     loading,
     error,
     refreshAutomations,
-    deleteAutomation
+    deleteAutomation,
+    copyFromSuggested
   };
 }

frontend/src/hooks/tools/automate/useSuggestedAutomations.ts

@@ -17,9 +17,60 @@ export function useSuggestedAutomations(): SuggestedAutomation[] {
     const now = new Date().toISOString();
     return [
       {
-        id: "compress-and-split",
+        id: "secure-pdf-ingestion",
-        name: t("automation.suggested.compressAndSplit", "Compress & Split"),
+        name: t("automation.suggested.securePdfIngestion", "Secure PDF Ingestion"),
-        description: t("automation.suggested.compressAndSplitDesc", "Compress PDFs and split them by pages"),
+        description: t("automation.suggested.securePdfIngestionDesc", "Comprehensive PDF processing workflow that sanitizes documents, applies OCR with cleanup, converts to PDF/A format for long-term archival, and optimizes file size."),
+        operations: [
+          {
+            operation: "sanitize",
+            parameters: {
+              removeJavaScript: true,
+              removeEmbeddedFiles: true,
+              removeXMPMetadata: true,
+              removeMetadata: true,
+              removeLinks: false,
+              removeFonts: false,
+            }
+          },
+          {
+            operation: "ocr",
+            parameters: {
+              languages: ['eng'],
+              ocrType: 'skip-text',
+              ocrRenderType: 'hocr',
+              additionalOptions: ['clean', 'cleanFinal'],
+            }
+          },
+          {
+            operation: "convert",
+            parameters: {
+              fromExtension: 'pdf',
+              toExtension: 'pdfa',
+              pdfaOptions: {
+                outputFormat: 'pdfa-1',
+              }
+            }
+          },
+          {
+            operation: "compress",
+            parameters: {
+              compressionLevel: 5,
+              grayscale: false,
+              expectedSize: '',
+              compressionMethod: 'quality',
+              fileSizeValue: '',
+              fileSizeUnit: 'MB',
+            }
+          }
+        ],
+        createdAt: now,
+        updatedAt: now,
+        icon: SecurityIcon,
+      },
+      {
+        id: "email-preparation",
+        name: t("automation.suggested.emailPreparation", "Email Preparation"),
+        description: t("automation.suggested.emailPreparationDesc", "Optimizes PDFs for email distribution by compressing files, splitting large documents into 20MB chunks for email compatibility, and removing metadata for privacy."),
         operations: [
           {
             operation: "compress",
@@ -36,45 +87,37 @@ export function useSuggestedAutomations(): SuggestedAutomation[] {
             operation: "splitPdf",
             parameters: {
               mode: 'bySizeOrCount',
-              pages: '1',
+              pages: '',
-              hDiv: '2',
+              hDiv: '1',
-              vDiv: '2',
+              vDiv: '1',
               merge: false,
-              splitType: 'pages',
+              splitType: 'size',
-              splitValue: '1',
+              splitValue: '20MB',
               bookmarkLevel: '1',
               includeMetadata: false,
               allowDuplicates: false,
             }
+          },
+          {
+            operation: "sanitize",
+            parameters: {
+              removeJavaScript: false,
+              removeEmbeddedFiles: false,
+              removeXMPMetadata: true,
+              removeMetadata: true,
+              removeLinks: false,
+              removeFonts: false,
+            }
           }
         ],
         createdAt: now,
         updatedAt: now,
         icon: CompressIcon,
       },
-      {
-        id: "ocr-workflow",
-        name: t("automation.suggested.ocrWorkflow", "OCR Processing"),
-        description: t("automation.suggested.ocrWorkflowDesc", "Extract text from PDFs using OCR technology"),
-        operations: [
-          {
-            operation: "ocr",
-            parameters: {
-              languages: ['eng'],
-              ocrType: 'skip-text',
-              ocrRenderType: 'hocr',
-              additionalOptions: [],
-            }
-          }
-        ],
-        createdAt: now,
-        updatedAt: now,
-        icon: TextFieldsIcon,
-      },
       {
         id: "secure-workflow",
         name: t("automation.suggested.secureWorkflow", "Security Workflow"),
-        description: t("automation.suggested.secureWorkflowDesc", "Sanitize PDFs and add password protection"),
+        description: t("automation.suggested.secureWorkflowDesc", "Secures PDF documents by removing potentially malicious content like JavaScript and embedded files, then adds password protection to prevent unauthorized access."),
         operations: [
           {
             operation: "sanitize",
@@ -111,23 +154,32 @@ export function useSuggestedAutomations(): SuggestedAutomation[] {
         icon: SecurityIcon,
       },
       {
-        id: "optimization-workflow",
+        id: "process-images",
-        name: t("automation.suggested.optimizationWorkflow", "Optimization Workflow"),
+        name: t("automation.suggested.processImages", "Process Images"),
-        description: t("automation.suggested.optimizationWorkflowDesc", "Repair and compress PDFs for better performance"),
+        description: t("automation.suggested.processImagesDesc", "Converts multiple image files into a single PDF document, then applies OCR technology to extract searchable text from the images."),
         operations: [
           {
-            operation: "repair",
+            operation: "convert",
-            parameters: {}
+            parameters: {
+              fromExtension: 'image',
+              toExtension: 'pdf',
+              imageOptions: {
+                colorType: 'color',
+                dpi: 300,
+                singleOrMultiple: 'multiple',
+                fitOption: 'maintainAspectRatio',
+                autoRotate: true,
+                combineImages: true,
+              }
+            }
           },
           {
-            operation: "compress",
+            operation: "ocr",
             parameters: {
-              compressionLevel: 7,
+              languages: ['eng'],
-              grayscale: false,
+              ocrType: 'skip-text',
-              expectedSize: '',
+              ocrRenderType: 'hocr',
-              compressionMethod: 'quality',
+              additionalOptions: [],
-              fileSizeValue: '',
-              fileSizeUnit: 'MB',
             }
           }
         ],

frontend/src/tools/Automate.tsx

@@ -28,7 +28,7 @@ const Automate = ({ onPreviewFile, onComplete, onError }: BaseToolProps) => {
   const automateOperation = useAutomateOperation();
   const toolRegistry = useFlatToolRegistry();
   const hasResults = automateOperation.files.length > 0 || automateOperation.downloadUrl !== null;
-  const { savedAutomations, deleteAutomation, refreshAutomations } = useSavedAutomations();
+  const { savedAutomations, deleteAutomation, refreshAutomations, copyFromSuggested } = useSavedAutomations();
 
   const handleStepChange = (data: AutomationStepData) => {
     // If navigating away from run step, reset automation results
@@ -79,6 +79,14 @@ const Automate = ({ onPreviewFile, onComplete, onError }: BaseToolProps) => {
                 onError?.(`Failed to delete automation: ${automation.name}`);
               }
             }}
+            onCopyFromSuggested={async (suggestedAutomation) => {
+              try {
+                await copyFromSuggested(suggestedAutomation);
+              } catch (error) {
+                console.error('Failed to copy suggested automation:', error);
+                onError?.(`Failed to copy automation: ${suggestedAutomation.name}`);
+              }
+            }}
           />
         );