fix: direct access report placeholder mismatches and missing recommendation option

- Fix cLegalAidNumber placeholder key mismatch (template expects cLegalAidNumber, code sent legalAidNumber)
- Add fallback for flat legalAnalysis fields (AI may send them outside the nested object)
- Improve assignedUserName resolution: prefer case assignee, filter out system/API user names
- Add "המשך ייצוג" positive recommendation option to enum, checkboxes, prompt, and DOCX template

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

files/custom/Espo/Modules/LegalAssistance/SmartAssistant/Tools/DirectAccessReportGenerator.php

@@ -58,9 +58,28 @@ class DirectAccessReportGenerator
             ? trim($contact->get('firstName') . ' ' . $contact->get('lastName'))
             : 'ללא איש קשר';
 
-        // Get assigned user name
-        $assignedUser = $userId ? $this->entityManager->getEntityById('User', $userId) : null;
-        $assignedUserName = $assignedUser ? $assignedUser->get('name') : ($this->user->get('name') ?? '');
+        // Get assigned user name — prefer case's assignedUser, then userId, then current user
+        $assignedUserName = '';
+        $caseAssignedUserId = $case->get('assignedUserId');
+        if ($caseAssignedUserId) {
+            $caseAssignedUser = $this->entityManager->getEntityById('User', $caseAssignedUserId);
+            if ($caseAssignedUser) {
+                $assignedUserName = $caseAssignedUser->get('name') ?? '';
+            }
+        }
+        if (empty($assignedUserName) && $userId) {
+            $assignedUser = $this->entityManager->getEntityById('User', $userId);
+            if ($assignedUser) {
+                $assignedUserName = $assignedUser->get('name') ?? '';
+            }
+        }
+        if (empty($assignedUserName)) {
+            $assignedUserName = $this->user->get('name') ?? '';
+        }
+        // Filter out system/API user names
+        if (in_array(strtolower($assignedUserName), ['api', 'x-api-key', 'system', 'admin'], true)) {
+            $assignedUserName = '';
+        }
 
         // Build placeholder data directly from params
         $data = $this->buildPlaceholderData($params, $case, $contactName, $assignedUserName);
@@ -83,6 +102,11 @@ class DirectAccessReportGenerator
         $content = file_get_contents($outputPath);
         @unlink($outputPath);
 
+        // Clean up temp template if downloaded from storage
+        if (str_starts_with($templatePath, self::TEMP_DIR)) {
+            @unlink($templatePath);
+        }
+
         // Create Attachment
         $attachment = $this->entityManager->getNewEntity('Attachment');
         $attachment->set([
@@ -106,10 +130,10 @@ class DirectAccessReportGenerator
         ]);
         $this->entityManager->saveEntity($document);
 
-        // Link Document to Case
-        $this->entityManager->getRDBRepository('Document')
-            ->getRelation($document, 'cases')
-            ->relate($case);
+        // Link Document to Case (via Case side of relationship)
+        $this->entityManager->getRDBRepository('Case')
+            ->getRelation($case, 'documents')
+            ->relate($document);
 
         $this->log->info("LegalAssistance: Report generated — Document {$document->getId()} attached to Case {$caseId}");
 
@@ -128,9 +152,18 @@ class DirectAccessReportGenerator
             $legalAnalysis = json_decode($legalAnalysis, true) ?? [];
         }
 
+        // Fallback: if AI sent legalAnalysis fields flat (not nested), pick them up
+        $laFields = ['q1DocsDetail', 'q2ReasonDetail', 'q4PanelComposition', 'q6ComplaintsDetail',
+            'q8ClinicalGap', 'q9MoharaDetail', 'q10RehabDetail', 'q11ScoreDetail', 'q12UniqueDetail'];
+        foreach ($laFields as $f) {
+            if (empty($legalAnalysis[$f]) && !empty($params[$f])) {
+                $legalAnalysis[$f] = $params[$f];
+            }
+        }
+
         return [
             // Header
-            'legalAidNumber' => $params['legalAidNumber'] ?? $case->get('cLegalAidNumber') ?? '',
+            'cLegalAidNumber' => $params['legalAidNumber'] ?? $case->get('cLegalAidNumber') ?? '',
             'contactName' => $contactName,
             'assignedUserName' => $assignedUserName,
             'reportDate' => $this->formatDate(date('Y-m-d')),
@@ -206,6 +239,7 @@ class DirectAccessReportGenerator
         $data['chk_contact_bad'] = ($contactStatus === 'לא תקין') ? $CHK : $UNCHK;
 
         $rec = $params['recommendationType'] ?? '';
+        $data['chk_rec_proceed'] = ($rec === 'המשך ייצוג') ? $CHK : $UNCHK;
         $data['chk_rec_consulting'] = ($rec === 'ייעוץ והדרכה חלף ייצוג') ? $CHK : $UNCHK;
         $data['chk_rec_waiver'] = ($rec === 'ויתור הלקוח') ? $CHK : $UNCHK;
         $data['chk_rec_replacement'] = ($rec === 'החלפת ייצוג') ? $CHK : $UNCHK;
@@ -230,32 +264,37 @@ class DirectAccessReportGenerator
 
     private function resolveTemplatePath(): string
     {
-        // Look up template via DocumentTemplate entity
         $template = $this->entityManager
             ->getRDBRepository('DocumentTemplate')
             ->where(['name' => self::TEMPLATE_NAME])
             ->findOne();
 
         if ($template) {
-            $fileId = $template->get('fileId');
-            if ($fileId) {
-                $filePath = 'data/upload/' . $fileId;
-                if (file_exists($filePath)) {
-                    return $filePath;
-                }
-            }
-
-            // Try templatePath field
             $templatePath = $template->get('templatePath');
-            if ($templatePath && file_exists($templatePath)) {
-                return $templatePath;
+            if ($templatePath) {
+                // Try as-is (absolute or relative)
+                if (file_exists($templatePath)) {
+                    return $templatePath;
+                }
+
+                // Try under data/document-templates/
+                $resolved = 'data/document-templates/' . ltrim($templatePath, '/');
+                if (file_exists($resolved)) {
+                    return $resolved;
+                }
+
+                // Download from NetworkStorage (WebDAV)
+                $downloaded = $this->downloadTemplateFromStorage($templatePath);
+                if ($downloaded) {
+                    return $downloaded;
+                }
             }
         }
 
-        // Fallback: look in known locations
+        // Fallback: known locations
         $fallbackPaths = [
+            'data/document-templates/direct-access-report.docx',
             'custom/Espo/Modules/LegalAssistance/templates/direct-access-report.docx',
-            __DIR__ . '/../../../../../../templates/direct-access-report.docx',
         ];
 
         foreach ($fallbackPaths as $path) {
@@ -267,8 +306,57 @@ class DirectAccessReportGenerator
         throw new Error("Template '" . self::TEMPLATE_NAME . "' not found.");
     }
 
+    private function downloadTemplateFromStorage(string $templatePath): ?string
+    {
+        try {
+            $nds = $this->injectableFactory->create(
+                \Espo\Modules\NetworkStorageIntegration\Services\NetworkDocumentService::class
+            );
+            $client = $nds->getClient();
+
+            // Try Templates/{templatePath} on the storage
+            $integration = $this->entityManager->getEntityById('Integration', 'NetworkStorage');
+            $templatesFolderPath = 'Templates';
+            if ($integration && $integration->get('enabled')) {
+                $data = (array) ($integration->get('data') ?? []);
+                $templatesFolderPath = $data['templatesFolderPath'] ?? 'Templates';
+            }
+
+            $storagePath = $templatesFolderPath . '/' . $templatePath;
+
+            if (!$client->exists($storagePath)) {
+                $this->log->debug("LegalAssistance: Template not found on storage: {$storagePath}");
+                return null;
+            }
+
+            $content = $client->downloadFile($storagePath);
+
+            // Save locally for this request
+            if (!is_dir(self::TEMP_DIR)) {
+                mkdir(self::TEMP_DIR, 0775, true);
+            }
+            $localPath = self::TEMP_DIR . 'template_' . uniqid() . '.docx';
+            file_put_contents($localPath, $content);
+
+            $this->log->debug("LegalAssistance: Template downloaded from storage: {$storagePath} → {$localPath}");
+            return $localPath;
+        } catch (\Exception $e) {
+            $this->log->warning("LegalAssistance: Failed to download template from storage: " . $e->getMessage());
+            return null;
+        }
+    }
+
     private function processTemplate(string $inputPath, string $outputPath, array $data): void
     {
+        // Ensure PHPWord autoloader is registered
+        if (!class_exists(TemplateProcessor::class, false)) {
+            $autoloader = 'vendor/phpoffice/phpword/src/PhpWord/Autoloader.php';
+            if (file_exists($autoloader)) {
+                require_once $autoloader;
+                \PhpOffice\PhpWord\Autoloader::register();
+            }
+        }
+
         $processor = new TemplateProcessor($inputPath);
 
         foreach ($data as $key => $value) {

manifest.json

@@ -1,9 +1,9 @@
 {
     "name": "LegalAssistance",
-    "version": "2.0.0",
+    "version": "2.0.3",
     "acceptableVersions": [">=8.0.0"],
     "php": [">=8.1"],
-    "releaseDate": "2026-04-07",
+    "releaseDate": "2026-04-09",
     "author": "Marcus-Law",
     "description": "סיוע משפטי — יצירת דוח גישה ישירה (JSON ישירות ל-DOCX), אינטגרציה עם שירה",
     "scripts": {

plugins/legal-assistance/tools.json

@@ -109,8 +109,8 @@
           },
           "recommendationType": {
             "type": "string",
-            "enum": ["ייעוץ והדרכה חלף ייצוג", "ויתור הלקוח", "החלפת ייצוג", "לא נוצר קשר", "לא התקיימה פגישה", "עדיין לא ניתן להחליט", "נדרשים מסמכים נוספים", "המלצה לסירוב"],
-            "description": "סוג ההמלצה/ההודעה"
+            "enum": ["המשך ייצוג", "ייעוץ והדרכה חלף ייצוג", "ויתור הלקוח", "החלפת ייצוג", "לא נוצר קשר", "לא התקיימה פגישה", "עדיין לא ניתן להחליט", "נדרשים מסמכים נוספים", "המלצה לסירוב"],
+            "description": "סוג ההמלצה/ההודעה — בחר ׳המשך ייצוג׳ כשמומלץ להגיש ערעור או להמשיך בייצוג"
           },
           "recommendationDetail": {
             "type": "string",