9 Commits

Author SHA1 Message Date
chaim 95c48c77d9 fix(kb): prevent double-commit race + collapse admin sections by default
Two unrelated UX issues in the Knowledge Base manage tab:

1. Double-commit 400 error. The polling tick at index.js:1217 was
   blindly overwriting a locally-set 'committing' status with whatever
   the server reported. If the GET /batch poll raced ahead of the POST
   commitJob reaching the DB, the card flipped back to 'awaiting_review',
   the "אשר הכל" button re-enabled, and a second click triggered a duplicate
   commit which the backend rejected with HTTP 400 ("job N is in status
   'done', expected 'awaiting_review'"). Fix: never downgrade
   'committing' → 'awaiting_review' from the polling response.

2. Admin tab scrolling. The "מקורות בנושא", "תוויות תת-נושא" and
   "משימות אחרונות" panels were always expanded on tab entry, pushing
   the actual upload form far down the page. Wrapped each in a
   collapsible body with a chevron toggle, default collapsed. Data
   lazy-loads on first expand.

Refs Task Master #21

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-26 11:08:29 +00:00
chaim 8a4f16a50f feat(KB): v0.8.0 — bulk upload, AI classifier, labels, tool kind
v0.8.0 ships the four-feature bundle from the v0.8.0 plan plus
mid-flight fixes discovered when batch-testing 5 circulars.

New capabilities:
  * Multi-file batch upload. AI classifier (Sonnet via ai-gateway)
    reads the first 3 pages of each PDF and proposes kind / title /
    identifier / labels / dates / summary. User reviews + edits per
    card before committing. Two-phase ingest: classify →
    awaiting_review → embed.
  * 'tool' kind for academic assessment instruments (GMFCS, MACS).
  * Labels (kb_label / kb_source_label) for sub-topic navigation;
    classifier proposes shared label slugs so the graph builds
    itself.
  * 'תוויות' admin sub-section for merge/delete of unused labels.
  * NEW 'ממתינים לאישור' panel: lists batches still in
    awaiting_review with status counters so a hard-refreshed user
    can resume their review — closes the RAM-only _activeBatch gap.

Mid-flight fixes folded in:
  * classifier timeout 45s→90s, concurrency 5→2. ai-gateway
    serializes through a single Claude OAuth session; with conc=5,
    jobs 4-5 of a 5-file batch consistently timed out.
  * labels schema array-of-string → comma-separated string. Claude
    via ai-gateway returned [{}, {}, {}] for items:{type:"string"}.
    _normalize accepts both shapes defensively.

Backfilled ai_classified_at + description + 1-3 labels for the 10
sources ingested in earlier sessions so the filter UX is uniform.

Backend (shira-hermes) in commits 0d678da (Phase 6) + bb23b8a
(this session's fixes).

Refs Task Master #20

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 20:18:34 +00:00
chaim db7b30e3c0 feat: Phase 4 — topic CRUD UI in 'ניהול' tab
Adds a topics-management panel above the sources table. Admins can
create new legal domains (דיני עבודה, דין פלילי, נדל"ן) without
running SQL — slug + name + description + system prompt addendum
all live in one inline form. Per-row actions:

  ✏ Edit          — opens inline form with all fields except slug
                    (slug is locked post-create — the S3 layout
                    depends on it)
  👁 Toggle active — soft-disable: hides the topic from the user-facing
                    <select> while keeping data intact. Eye icon
                    flips between "השבת" and "הפעל"
  🗑 Delete       — hard-delete; only allowed when source_count=0.
                    Otherwise the UI directs the user to soft-disable
                    instead

Any topic mutation (create / rename / toggle / delete) invalidates
the cached _topics list so the user-facing dropdown re-fetches
immediately — admins don't have to refresh the page to see their
own changes.

Service.request() now distinguishes 4xx from 5xx upstream errors:
4xx is rethrown as BadRequest (so the user sees "slug already exists"
instead of a generic 500), 5xx stays as Error.

Backend: depends on shira-hermes commit 49503ca (admin topic
endpoints). No new migration — kb_topic schema from migration 001
is sufficient.

Description field in manifest was rewritten to Hebrew to match the
in-CRM scopeNames label ("מאגר ידע").

Refs Task Master #15

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-25 17:46:51 +00:00
chaim d051b268dd feat: Phase 3 — sources management table in 'ניהול' tab
Adds full CRUD for KB sources from the EspoCRM UI: a sortable table at
the top of the 'ניהול' tab with kind / title-identifier-updated / chunk
count / actions columns, a kind filter (חוק / תקנות / חוזרים / פסיקה),
and three per-row actions:

  ✏ Edit       — inline form with title, identifier, dates, source URL
  ↻ Reingest   — re-parses the original file in place, replacing chunks
                 while keeping the source row + hand-edited metadata
  🗑 Delete    — confirm dialog with chunk count; double confirm above
                 100 chunks; also deletes the MinIO object

Browser polls the standard /KnowledgeBase/action/job endpoint for
re-ingest progress (same banner as upload). On terminal status
(done|failed) the sources table auto-refreshes so chunk_count and
last_ingest reflect the new state. Topic switch invalidates the
per-topic admin-sources cache so a stale list doesn't bleed across
topics.

Backend: depends on shira-hermes commit 17f93b5
(GET/PUT/DELETE /admin/kb/sources + POST /reingest).

Refs Task Master #14

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-25 17:27:45 +00:00
chaim e7b21919c2 feat: add 'caselaw' (פסיקה) kind alongside חוק/תקנות/חוזרים
Court rulings get their own kind so users can filter search results
to "פסיקה" specifically and upload case-law PDFs from the ניהול tab.
PHP validators in Controller + Service accept the new kind; the search
dropdown and upload kind dropdown gain a "פסיקה" option; kindHe in
index.js maps caselaw → "פסיקה" so jobs list, search results, and
browse view all label it consistently.

Backend: depends on shira-hermes commit 16eeeff (kind validators +
chunker fallback) and migration 003_caselaw_kind.sql (already applied
on dev — alters CHECK constraints on kb_source.kind and
kb_ingest_job.kind to include 'caselaw').

Refs Task Master #18

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-25 17:01:12 +00:00
chaim 6781ac4e37 feat: Phase 2 — document upload from KB UI
Adds a "ניהול" tab with multipart file upload, async job tracking, and
a recent-jobs list with live status polling. Browser POSTs to
/KnowledgeBase/action/upload (PHP proxy), which forwards as multipart
to shira-hermes /admin/kb/upload. shira-hermes returns a job_id
immediately and processes parse/chunk/embed in a background task; the
browser polls every 2s until status hits done|failed.

New EspoCRM endpoints:
  POST /KnowledgeBase/action/upload   (multipart, $_FILES['file'])
  GET  /KnowledgeBase/action/jobs     (list, filtered by topicId/status)
  GET  /KnowledgeBase/action/job?id   (single-job detail)

The X-User-Name header is forwarded so kb_ingest_job records who
uploaded each file. Cross-topic guard in switchTopic stops polling
when the user changes topics mid-upload (the job continues server-side).

Depends on shira-hermes commit 0cb89fb (admin upload endpoints +
migration 002).

Refs Task Master #13

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-25 16:46:42 +00:00
chaim ba75463661 feat(kb): topic picker + topic-scoped client (Phase 1, no manifest bump)
Wires the EspoCRM extension to the multi-topic backend introduced in
shira-hermes commit f03721e. The KB page header now shows a topic
<select> ('נושא:'); the user's selection persists in localStorage
('kb-topic') and is sent with every search/ask/sources call so cross-
domain bleed-over is impossible. Single seeded topic ('ביטוח לאומי')
means existing users see no functional change until a second topic is
added in Phase 4 (Task Master #15).

- Resources/routes.json: GET /KnowledgeBase/action/topics.
- Controllers/KnowledgeBase.php: actionTopics + topicId passthrough on
  search/sources/ask. Numeric coercion for the request payload.
- Services/KnowledgeBaseService.php: listTopics(); search/listSources/
  ask take an optional topicId and forward it as topic_id to upstream.
- EntryPoints/KnowledgeBaseAskStream.php: ?topicId=N becomes topic_id
  in the JSON body sent to /kb/ask/stream.
- res/templates/kb/index.tpl: topic <select> in the page header,
  with a kb-topic-name-suffix span that JS fills with the active name.
- src/views/kb/index.js: module-level _topics cache + LS_TOPIC. setup
  reads localStorage; afterRender gates the picker fill + sources fetch
  on topics being loaded so a stale id from a deleted topic doesn't
  fire a 400-ing /sources call. switchTopic clears _activeAsk/Search +
  _lastAsk/Search + sessionStorage entries + this._sources, then
  reRenders. Cross-topic guard in afterRender drops cached state whose
  topicId !== this.topicId. _activeAsk / _lastAsk / _activeSearch /
  _lastSearch all carry topicId. EventSource URL gains &topicId.

Refs Task Master #12.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 14:15:36 +00:00
chaim e80ccb8bdf fix(kb): RTL-correct pane order + new-result button + 30-min auto-clear
Three issues from the v0.2.0 user test:

1. Sides flipped relative to expectation
   In our Hebrew/RTL CRM the user reads primary content (the answer or
   the hit list) on the visual right and the supporting reference
   (the PDF) on the visual left — that's how Hebrew layouts stage
   "main + sidebar". v0.1.10's _buildSplitShell forced direction:ltr on
   the splitter container (correct, for mouseX math) but laid the
   children in the order [primary, handle, reference], which under LTR
   put primary on the LEFT and PDF on the RIGHT. Fixed by renaming the
   helper params to {primaryHtml, referenceHtml} and ordering the
   children as [reference, handle, primary] — visual LEFT is now the
   PDF, visual RIGHT is the answer/list. Default split moved from 42%
   to 58% so the reference pane (now on the left) keeps the same
   absolute width the PDF column had under v0.1.9's bootstrap rows.

2. No way to start a new query
   afterRender replays _lastSearch / _lastAsk on every remount, which
   means the prior result hangs around forever. Added a "חיפוש חדש" /
   "שאלה חדשה" button next to the submit button. clearResults() cancels
   any in-flight request (closes the EventSource for ask, drops
   _activeSearch reference for search), removes the cached entry from
   sessionStorage, empties the results pane, and refocuses the input.

3. Stale results from another session
   Cached results now auto-expire after 30 minutes — _loadJson checks
   completedAt against STALE_AFTER_MS and silently drops anything
   older. So coming back tomorrow the KB tab opens clean instead of
   showing yesterday's answer to whatever you asked then.

Refs Task Master #4, #6
2026-04-25 13:16:30 +00:00
chaim 8829a2e93a feat: KnowledgeBase extension v0.1.6 — inline PDF viewer in browse tab
KnowledgeBase extension for EspoCRM: UI on top of the shira-hermes KB of
Israeli National Insurance law, regulations, and circulars.

Three modes:
- חיפוש — Hybrid (pgvector + tsvector) + Voyage rerank-2.5, returns ranked
  chunks with heading_path and citations.
- שאל את שירה — Full agent loop; Shira picks up search_insurance_kb as
  needed and returns a summary with citations.
- עיון — Browse all active sources. Click a source:
  - PDF source (ספר הליקויים, ספר המבחנים, circulars): renders the
    original PDF inline via an iframe proxied through the
    KnowledgeBasePdf EntryPoint, so the layout/columns/tables are
    preserved and Ctrl+F works natively.
  - TXT source (חוק הביטוח הלאומי scraped from Wikisource): falls back
    to the hierarchical chunk list with RTL styling.

Architecture:
- Controller: KnowledgeBase.php — thin proxy to shira-hermes /kb/*.
- Service: KnowledgeBaseService.php — shared curl plumbing; derives the
  shira-hermes base URL from the SmartAssistant integration record so
  there is no second admin config.
- EntryPoint: KnowledgeBasePdf.php — streams the PDF inline, wraps the
  body in a php://temp stream for setBody, applies a locked-down CSP.
- JS: views/kb/index.js branches on source.original_path; modes wired
  through the SmartAssistant fa_IR i18n convention.

Auth model:
- Browser → EspoCRM: session cookie / X-Api-Key (EspoCRM's existing auth).
- EspoCRM → shira-hermes: X-Api-Key from the SmartAssistant integration
  (never exposed to the browser).
- Portal users are blocked at both the Controller and the EntryPoint.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 11:57:23 +00:00