feat(sidebar): inline candidate picker, per-case file action, back navigation

- Ambiguous lookups (2+ contacts on one email) now dedupe by Contact Id
  and fetch each candidate's full record so the picker shows
  name + account + email instead of just the bare search payload.
- Per-row "תייק" button on each linked case lets the user pick the
  correct case to file to when a contact has multiple cases; bottom
  "תייק לתיק הזה" button is hidden in that scenario.
- "→ חזור לרשימת אנשי קשר" link restores the candidate list after
  drilling into one of them.
- Contact name + case rows in the sidebar are now hyperlinks that
  open the entity in Klear.
- AddInHost.LaunchFileToCaseAsync accepts an optional MatchResult and
  auto-files when the sidebar resolved a single linked case, skipping
  the manual search dialog.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

src/OutlookAddin.Core/Models/MatchResult.cs

@@ -17,6 +17,13 @@ namespace MarcusLaw.OutlookAddin.Core.Models
 
         public int CandidateCount { get; set; }
 
+        /// <summary>
+        /// When <see cref="IsAmbiguous"/> is true, holds the candidate
+        /// contacts that share the sender's email so the sidebar can show
+        /// a picker instead of bouncing the user into manual search.
+        /// </summary>
+        public List<ContactEntity> Candidates { get; set; } = new List<ContactEntity>();
+
         public DateTimeOffset RetrievedAt { get; set; } = DateTimeOffset.UtcNow;
     }
 }

src/OutlookAddin.Core/Services/IMatchingService.cs

@@ -13,6 +13,15 @@ namespace MarcusLaw.OutlookAddin.Core.Services
         /// </summary>
         Task<MatchResult?> LookupAsync(string senderEmail, CancellationToken cancellationToken = default);
 
+        /// <summary>
+        /// Loads the full contact + account + recent-cases bundle for a
+        /// specific contact id. Used when the sender's email matches
+        /// multiple contacts and the user picks one from the candidate
+        /// list — we then drill into that contact's cases without
+        /// dropping back to manual search.
+        /// </summary>
+        Task<MatchResult?> LookupContactAsync(string contactId, string? senderEmail = null, CancellationToken cancellationToken = default);
+
         void Invalidate(string senderEmail);
     }
 }

src/OutlookAddin.Core/Services/MatchingService.cs

@@ -1,4 +1,5 @@
 using System;
+using System.Linq;
 using System.Threading;
 using System.Threading.Tasks;
 using MarcusLaw.OutlookAddin.Core.Models;
@@ -44,60 +45,51 @@ namespace MarcusLaw.OutlookAddin.Core.Services
                     return null;
                 }
 
-                if (matches.Count > 1)
+                // EspoCRM's /EmailAddress/search can return the same Contact
+                // more than once when the contact has the searched-for
+                // address registered under multiple emailAddressData rows.
+                // Dedupe by Id so the sidebar shows one row per unique person.
+                var distinctIds = matches
+                    .Where(m => !string.IsNullOrWhiteSpace(m.Id))
+                    .Select(m => m.Id)
+                    .Distinct(StringComparer.Ordinal)
+                    .Take(20)
+                    .ToList();
+
+                if (distinctIds.Count == 0)
                 {
-                    var ambiguous = new MatchResult
-                    {
-                        SenderEmail = senderEmail,
-                        IsAmbiguous = true,
-                        CandidateCount = matches.Count
-                    };
-                    _cache.Set<MatchResult?>(key, ambiguous, CacheExpiry);
-                    return ambiguous;
+                    _cache.Set(key, (MatchResult?)null, CacheExpiry);
+                    return null;
                 }
 
-                var contactRef = matches[0];
-                var contact = await _client.GetContactAsync(contactRef.Id, ContactSelect, cancellationToken).ConfigureAwait(false);
-
-                AccountEntity? account = null;
-                if (!string.IsNullOrWhiteSpace(contact.AccountId))
+                if (distinctIds.Count == 1)
                 {
-                    try
-                    {
-                        account = await _client.GetAccountAsync(contact.AccountId!, "id,name,emailAddress", cancellationToken).ConfigureAwait(false);
-                    }
-                    catch (Exception ex)
-                    {
-                        _logger.Warning(ex, "MatchingService: failed to load account {AccountId} for {Email}", contact.AccountId, senderEmail);
-                    }
+                    var single = await LoadContactBundleAsync(distinctIds[0], senderEmail, cancellationToken).ConfigureAwait(false);
+                    _cache.Set<MatchResult?>(key, single, CacheExpiry);
+                    return single;
                 }
 
-                var cases = new System.Collections.Generic.List<CaseEntity>();
-                try
-                {
-                    // Pull up to 50 cases per contact so the sidebar can show the
-                    // whole list, not just the 5 most recent. 50 is well below the
-                    // EspoCRM default page limit and large enough for any realistic
-                    // attorney/contact relationship.
-                    var list = await _client.ListCasesForContactAsync(contact.Id, 50, cancellationToken).ConfigureAwait(false);
-                    cases.AddRange(list.List);
-                }
-                catch (Exception ex)
-                {
-                    _logger.Warning(ex, "MatchingService: failed to list cases for {ContactId}", contact.Id);
-                }
+                // Two or more genuinely distinct contacts. Fetch each one's
+                // full record (in parallel) so the picker can show real
+                // name + account, not just the bare email payload.
+                var fetched = await Task.WhenAll(
+                    distinctIds.Select(id => SafeGetContactAsync(id, cancellationToken))
+                ).ConfigureAwait(false);
 
-                var result = new MatchResult
+                var candidates = fetched
+                    .Where(c => c != null && !string.IsNullOrWhiteSpace(c!.Id))
+                    .Select(c => c!)
+                    .ToList();
+
+                var ambiguous = new MatchResult
                 {
                     SenderEmail = senderEmail,
-                    Contact = contact,
-                    Account = account,
-                    RecentCases = cases,
-                    CandidateCount = 1
+                    IsAmbiguous = true,
+                    CandidateCount = candidates.Count,
+                    Candidates = candidates
                 };
-
-                _cache.Set<MatchResult?>(key, result, CacheExpiry);
-                return result;
+                _cache.Set<MatchResult?>(key, ambiguous, CacheExpiry);
+                return ambiguous;
             }
             catch (EspoCrmAuthorizationException)
             {
@@ -114,6 +106,86 @@ namespace MarcusLaw.OutlookAddin.Core.Services
             }
         }
 
+        public async Task<MatchResult?> LookupContactAsync(string contactId, string? senderEmail = null, CancellationToken cancellationToken = default)
+        {
+            if (string.IsNullOrWhiteSpace(contactId)) return null;
+
+            try
+            {
+                return await LoadContactBundleAsync(contactId, senderEmail ?? string.Empty, cancellationToken).ConfigureAwait(false);
+            }
+            catch (EspoCrmAuthorizationException)
+            {
+                throw;
+            }
+            catch (OperationCanceledException)
+            {
+                throw;
+            }
+            catch (Exception ex)
+            {
+                _logger.Warning(ex, "MatchingService: LookupContactAsync failed for {ContactId}", contactId);
+                return null;
+            }
+        }
+
+        private async Task<MatchResult> LoadContactBundleAsync(string contactId, string senderEmail, CancellationToken cancellationToken)
+        {
+            var contact = await _client.GetContactAsync(contactId, ContactSelect, cancellationToken).ConfigureAwait(false);
+
+            AccountEntity? account = null;
+            if (!string.IsNullOrWhiteSpace(contact.AccountId))
+            {
+                try
+                {
+                    account = await _client.GetAccountAsync(contact.AccountId!, "id,name,emailAddress", cancellationToken).ConfigureAwait(false);
+                }
+                catch (Exception ex)
+                {
+                    _logger.Warning(ex, "MatchingService: failed to load account {AccountId} for contact {ContactId}", contact.AccountId, contactId);
+                }
+            }
+
+            var cases = new System.Collections.Generic.List<CaseEntity>();
+            try
+            {
+                // Pull up to 50 cases per contact so the sidebar can show the
+                // whole list, not just the 5 most recent. 50 is well below the
+                // EspoCRM default page limit and large enough for any realistic
+                // attorney/contact relationship.
+                var list = await _client.ListCasesForContactAsync(contact.Id, 50, cancellationToken).ConfigureAwait(false);
+                cases.AddRange(list.List);
+            }
+            catch (Exception ex)
+            {
+                _logger.Warning(ex, "MatchingService: failed to list cases for {ContactId}", contact.Id);
+            }
+
+            return new MatchResult
+            {
+                SenderEmail = senderEmail,
+                Contact = contact,
+                Account = account,
+                RecentCases = cases,
+                CandidateCount = 1
+            };
+        }
+
+        private async Task<ContactEntity?> SafeGetContactAsync(string contactId, CancellationToken cancellationToken)
+        {
+            try
+            {
+                return await _client.GetContactAsync(contactId, ContactSelect, cancellationToken).ConfigureAwait(false);
+            }
+            catch (OperationCanceledException) { throw; }
+            catch (EspoCrmAuthorizationException) { throw; }
+            catch (Exception ex)
+            {
+                _logger.Warning(ex, "MatchingService: candidate contact fetch failed for {Id}", contactId);
+                return null;
+            }
+        }
+
         public void Invalidate(string senderEmail)
         {
             if (string.IsNullOrWhiteSpace(senderEmail)) return;

src/OutlookAddin.UI/ViewModels/ReadingPaneViewModel.cs

@@ -30,6 +30,9 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
         private readonly IMatchingService _matchingService;
         private readonly ILogger _logger;
         private CancellationTokenSource? _activeLookup;
+        // Stashes the ambiguous MatchResult while the user is drilling into
+        // one of its candidates, so the "→ חזור" button can restore it.
+        private MatchResult? _ambiguousReturnTarget;
 
         [ObservableProperty]
         private ReadingPaneState state = ReadingPaneState.Empty;
@@ -51,6 +54,8 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
 
         public ObservableCollection<CaseEntity> RecentCases { get; } = new ObservableCollection<CaseEntity>();
 
+        public ObservableCollection<ContactEntity> Candidates { get; } = new ObservableCollection<ContactEntity>();
+
         public Visibility EmptyVisibility => Vis(State == ReadingPaneState.Empty);
         public Visibility LoadingVisibility => Vis(State == ReadingPaneState.Loading);
         public Visibility MatchVisibility => Vis(State == ReadingPaneState.Match);
@@ -61,6 +66,22 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
         public Visibility NoCasesVisibility => Vis(State == ReadingPaneState.Match && RecentCases.Count == 0);
         public Visibility ActionsVisibility => Vis(State == ReadingPaneState.Match);
 
+        /// <summary>
+        /// True when the matched contact has 2+ linked cases. The sidebar
+        /// uses this to hide the bottom "תייק לתיק הזה" button (which is
+        /// ambiguous in that scenario) and to surface the per-row "תייק"
+        /// buttons that let the user pick which case to file to.
+        /// </summary>
+        public Visibility MultiCaseHintVisibility => Vis(State == ReadingPaneState.Match && RecentCases.Count >= 2);
+        public Visibility SingleCaseFileVisibility => Vis(State == ReadingPaneState.Match && RecentCases.Count == 1);
+
+        /// <summary>
+        /// "→ חזור לרשימת אנשי קשר" is only shown when the user drilled
+        /// into a candidate from the ambiguous picker; not in a normal
+        /// single-match lookup.
+        /// </summary>
+        public Visibility BackToCandidatesVisibility => Vis(State == ReadingPaneState.Match && _ambiguousReturnTarget != null);
+
         /// <summary>
         /// Raised when the user clicks "File to this case" (carries the chosen
         /// MatchResult.Contact / RecentCases pick) or "File elsewhere" (null).
@@ -89,6 +110,9 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
             OnPropertyChanged(nameof(ErrorVisibility));
             OnPropertyChanged(nameof(ActionsVisibility));
             OnPropertyChanged(nameof(NoCasesVisibility));
+            OnPropertyChanged(nameof(MultiCaseHintVisibility));
+            OnPropertyChanged(nameof(SingleCaseFileVisibility));
+            OnPropertyChanged(nameof(BackToCandidatesVisibility));
             FileToThisCommand.NotifyCanExecuteChanged();
             FileElsewhereCommand.NotifyCanExecuteChanged();
             OpenInEspoCrmCommand.NotifyCanExecuteChanged();
@@ -101,8 +125,16 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
             {
                 foreach (var c in value.RecentCases) RecentCases.Add(c);
             }
+            Candidates.Clear();
+            if (value?.Candidates != null)
+            {
+                foreach (var c in value.Candidates) Candidates.Add(c);
+            }
             OnPropertyChanged(nameof(AccountVisibility));
             OnPropertyChanged(nameof(NoCasesVisibility));
+            OnPropertyChanged(nameof(MultiCaseHintVisibility));
+            OnPropertyChanged(nameof(SingleCaseFileVisibility));
+            OnPropertyChanged(nameof(BackToCandidatesVisibility));
         }
 
         public void Reset()
@@ -112,6 +144,7 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
             Match = null;
             ErrorMessage = null;
             AmbiguousMessage = null;
+            _ambiguousReturnTarget = null;
             State = ReadingPaneState.Empty;
         }
 
@@ -125,6 +158,8 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
             }
 
             SenderEmail = senderEmail;
+            // New email selection — drop any stashed candidate-list state.
+            _ambiguousReturnTarget = null;
             State = ReadingPaneState.Loading;
 
             var cts = new CancellationTokenSource();
@@ -182,7 +217,28 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
             FileRequested?.Invoke(this, new FileFromSidebarEventArgs(Match!));
         }
 
-        private bool CanFileToThis() => State == ReadingPaneState.Match && Match?.Contact != null;
+        // Bottom "תייק לתיק הזה" only makes sense with exactly one linked
+        // case. 0 cases → nothing to file to; 2+ cases → ambiguous, the
+        // per-row "תייק" buttons handle the pick.
+        private bool CanFileToThis() => State == ReadingPaneState.Match && Match?.Contact != null && RecentCases.Count == 1;
+
+        [RelayCommand]
+        private void FileToCase(CaseEntity? caseEntity)
+        {
+            if (caseEntity == null || string.IsNullOrWhiteSpace(caseEntity.Id) || Match == null) return;
+            // Build a synthetic MatchResult so the host's
+            // TryResolveSidebarAutoTarget path sees exactly one case and
+            // auto-files without re-opening the search dialog.
+            var synthetic = new MatchResult
+            {
+                SenderEmail = Match.SenderEmail,
+                Contact = Match.Contact,
+                Account = Match.Account,
+                RecentCases = new System.Collections.Generic.List<CaseEntity> { caseEntity },
+                CandidateCount = 1
+            };
+            FileRequested?.Invoke(this, new FileFromSidebarEventArgs(synthetic));
+        }
 
         [RelayCommand(CanExecute = nameof(CanFileElsewhere))]
         private void FileElsewhere()
@@ -202,12 +258,88 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
 
         private bool CanOpenInCrm() => State == ReadingPaneState.Match && Match?.Contact != null;
 
+        [RelayCommand]
+        private void OpenCaseInCrm(CaseEntity? caseEntity)
+        {
+            if (string.IsNullOrWhiteSpace(EspoCrmBaseUrl) || caseEntity == null || string.IsNullOrWhiteSpace(caseEntity.Id)) return;
+            var url = EspoCrmBaseUrl!.TrimEnd('/') + "/#Case/view/" + caseEntity.Id;
+            OpenInBrowserRequested?.Invoke(this, url);
+        }
+
         [RelayCommand]
         private void OpenManualSearch()
         {
             FileRequested?.Invoke(this, new FileFromSidebarEventArgs(null));
         }
 
+        [RelayCommand]
+        private void BackToCandidates()
+        {
+            if (_ambiguousReturnTarget == null) return;
+            var stash = _ambiguousReturnTarget;
+            // Clear stash before we re-enter Ambiguous so visibility refresh
+            // (triggered by OnMatchChanged) sees the cleared state and hides
+            // the back button until the user drills in again.
+            _ambiguousReturnTarget = null;
+            Match = stash;
+            AmbiguousMessage = $"נמצאו {stash.CandidateCount} אנשי קשר עם הכתובת הזו.";
+            State = ReadingPaneState.Ambiguous;
+        }
+
+        /// <summary>
+        /// User picked one of the ambiguous candidates from the sidebar.
+        /// Load that contact's full bundle (account + cases) and transition
+        /// to the Match state so the user can pick a case or file.
+        /// </summary>
+        [RelayCommand]
+        private async Task SelectCandidateAsync(ContactEntity? candidate)
+        {
+            if (candidate == null || string.IsNullOrWhiteSpace(candidate.Id)) return;
+
+            CancelInFlight();
+            var cts = new CancellationTokenSource();
+            _activeLookup = cts;
+
+            var rememberedEmail = SenderEmail;
+            // Stash the ambiguous result so "→ חזור" can restore it.
+            if (Match?.IsAmbiguous == true)
+            {
+                _ambiguousReturnTarget = Match;
+            }
+            State = ReadingPaneState.Loading;
+
+            try
+            {
+                var result = await _matchingService.LookupContactAsync(candidate.Id, rememberedEmail, cts.Token).ConfigureAwait(true);
+                if (cts.IsCancellationRequested) return;
+
+                if (result == null || result.Contact == null)
+                {
+                    ErrorMessage = "טעינת איש הקשר נכשלה.";
+                    State = ReadingPaneState.Error;
+                    return;
+                }
+
+                Match = result;
+                State = ReadingPaneState.Match;
+            }
+            catch (OperationCanceledException)
+            {
+                // Selection changed before lookup finished — ignore.
+            }
+            catch (EspoCrmAuthorizationException)
+            {
+                ErrorMessage = "מפתח ה-API נדחה. עדכן בהגדרות.";
+                State = ReadingPaneState.Error;
+            }
+            catch (Exception ex)
+            {
+                _logger.Warning(ex, "ReadingPaneViewModel.SelectCandidateAsync failed for {ContactId}", candidate.Id);
+                ErrorMessage = "שגיאת התחברות לשרת.";
+                State = ReadingPaneState.Error;
+            }
+        }
+
         private static Visibility Vis(bool show) => show ? Visibility.Visible : Visibility.Collapsed;
     }
 

src/OutlookAddin.UI/Views/ReadingPaneView.xaml

@@ -62,6 +62,29 @@
                 <!-- Ambiguous -->
                 <StackPanel Visibility="{Binding AmbiguousVisibility}">
                     <TextBlock Text="{Binding AmbiguousMessage}" Foreground="DarkOrange" />
+                    <TextBlock Style="{StaticResource LabelStyle}" Text="בחר איש קשר:" Margin="0,8,0,2" />
+                    <ItemsControl ItemsSource="{Binding Candidates}">
+                        <ItemsControl.ItemTemplate>
+                            <DataTemplate>
+                                <Border BorderBrush="#EEE" BorderThickness="0,0,0,1" Padding="0,4">
+                                    <Button Command="{Binding DataContext.SelectCandidateCommand, RelativeSource={RelativeSource AncestorType=ItemsControl}}"
+                                            CommandParameter="{Binding}"
+                                            Background="Transparent"
+                                            BorderThickness="0"
+                                            Padding="0"
+                                            Cursor="Hand"
+                                            HorizontalContentAlignment="Right"
+                                            HorizontalAlignment="Stretch">
+                                        <StackPanel HorizontalAlignment="Stretch">
+                                            <TextBlock Text="{Binding Name}" FontWeight="SemiBold" Foreground="#0066CC" />
+                                            <TextBlock Text="{Binding AccountName}" Foreground="DimGray" FontSize="11" />
+                                            <TextBlock Text="{Binding EmailAddress}" Foreground="Gray" FontSize="10" />
+                                        </StackPanel>
+                                    </Button>
+                                </Border>
+                            </DataTemplate>
+                        </ItemsControl.ItemTemplate>
+                    </ItemsControl>
                     <Button Content="פתח חיפוש ידני"
                             Command="{Binding OpenManualSearchCommand}"
                             Style="{StaticResource LinkButtonStyle}"
@@ -70,8 +93,20 @@
 
                 <!-- Match -->
                 <StackPanel Visibility="{Binding MatchVisibility}">
+                    <Button Content="→ חזור לרשימת אנשי קשר"
+                            Command="{Binding BackToCandidatesCommand}"
+                            Style="{StaticResource LinkButtonStyle}"
+                            HorizontalAlignment="Right"
+                            Margin="0,0,0,4"
+                            Visibility="{Binding BackToCandidatesVisibility}" />
                     <TextBlock Style="{StaticResource LabelStyle}" Text="איש קשר" />
-                    <TextBlock Text="{Binding Match.Contact.Name}" FontSize="14" FontWeight="Bold" />
+                    <TextBlock FontSize="14" FontWeight="Bold">
+                        <Hyperlink Command="{Binding OpenInEspoCrmCommand}"
+                                   TextDecorations="{x:Null}"
+                                   Foreground="#0066CC">
+                            <Run Text="{Binding Match.Contact.Name, Mode=OneWay}" />
+                        </Hyperlink>
+                    </TextBlock>
                     <TextBlock Text="{Binding Match.Contact.EmailAddress}" Foreground="Gray" />
 
                     <TextBlock Style="{StaticResource LabelStyle}" Text="לקוח/חברה" Visibility="{Binding AccountVisibility}" />
@@ -82,14 +117,33 @@
                         <ItemsControl.ItemTemplate>
                             <DataTemplate>
                                 <Border BorderBrush="#EEE" BorderThickness="0,0,0,1" Padding="0,4">
-                                    <StackPanel>
-                                        <TextBlock>
-                                            <Run Text="["/><Run Text="{Binding Number, Mode=OneWay}"/><Run Text="] " />
-                                            <Run Text="{Binding Name, Mode=OneWay}" FontWeight="SemiBold" />
-                                        </TextBlock>
-                                        <TextBlock Text="{Binding Status, Converter={StaticResource HebrewStatus}}"
-                                                   Foreground="Gray" FontSize="10" />
-                                    </StackPanel>
+                                    <Grid>
+                                        <Grid.ColumnDefinitions>
+                                            <ColumnDefinition Width="*" />
+                                            <ColumnDefinition Width="Auto" />
+                                        </Grid.ColumnDefinitions>
+                                        <StackPanel Grid.Column="0">
+                                            <TextBlock>
+                                                <Hyperlink Command="{Binding DataContext.OpenCaseInCrmCommand, RelativeSource={RelativeSource AncestorType=ItemsControl}}"
+                                                           CommandParameter="{Binding}"
+                                                           TextDecorations="{x:Null}"
+                                                           Foreground="#0066CC">
+                                                    <Run Text="["/><Run Text="{Binding Number, Mode=OneWay}"/><Run Text="] " />
+                                                    <Run Text="{Binding Name, Mode=OneWay}" FontWeight="SemiBold" />
+                                                </Hyperlink>
+                                            </TextBlock>
+                                            <TextBlock Text="{Binding Status, Converter={StaticResource HebrewStatus}}"
+                                                       Foreground="Gray" FontSize="10" />
+                                        </StackPanel>
+                                        <Button Grid.Column="1"
+                                                Content="תייק"
+                                                Command="{Binding DataContext.FileToCaseCommand, RelativeSource={RelativeSource AncestorType=ItemsControl}}"
+                                                CommandParameter="{Binding}"
+                                                Padding="8,2"
+                                                Margin="6,0,0,0"
+                                                VerticalAlignment="Top"
+                                                ToolTip="תייק את המייל הנוכחי לתיק הזה" />
+                                    </Grid>
                                 </Border>
                             </DataTemplate>
                         </ItemsControl.ItemTemplate>
@@ -110,7 +164,12 @@
             <Button Content="תייק לתיק הזה"
                     Command="{Binding FileToThisCommand}"
                     Padding="8,4" Margin="0,0,0,4"
-                    HorizontalAlignment="Stretch" />
+                    HorizontalAlignment="Stretch"
+                    Visibility="{Binding SingleCaseFileVisibility}" />
+            <TextBlock Text="יש כמה תיקים מקושרים — בחר תיק מהרשימה למעלה."
+                       Foreground="Gray" FontStyle="Italic" FontSize="10"
+                       Margin="0,0,0,4"
+                       Visibility="{Binding MultiCaseHintVisibility}" />
             <Button Content="תייק למקום אחר…"
                     Command="{Binding FileElsewhereCommand}"
                     Padding="8,4" Margin="0,0,0,4"

src/OutlookAddin/Services/AddInHost.cs

@@ -643,7 +643,14 @@ namespace OutlookAddin.Services
         /// current Explorer selection, opens the search dialog, files on success,
         /// and stamps categories on the chosen MailItems.
         /// </summary>
-        public async Task LaunchFileToCaseAsync()
+        public Task LaunchFileToCaseAsync() => LaunchFileToCaseAsync(null);
+
+        /// <summary>
+        /// Same as <see cref="LaunchFileToCaseAsync()"/>, but when the sidebar
+        /// already resolved a single linked case for the sender we skip the
+        /// search dialog and file directly to that case.
+        /// </summary>
+        public async Task LaunchFileToCaseAsync(MatchResult? preselectedMatch)
         {
             if (!IsConfigured)
             {
@@ -673,39 +680,50 @@ namespace OutlookAddin.Services
             try
             {
                 var envelopes = mailItems.Select(MailItemExtractor.Extract).ToList();
-                var firstEnvelope = envelopes[0];
 
-                var vm = new FileToCaseViewModel(CrmClient!, Settings, Logger)
+                FilingTarget? target = TryResolveSidebarAutoTarget(preselectedMatch);
+                if (target != null)
                 {
-                    SenderEmail = firstEnvelope.From,
-                    SenderName = TryGetSenderName(mailItems[0])
-                };
-
-                var dialog = new FileToCaseDialog(vm);
-                AttachOwnerToOutlook(dialog);
-                var ok = dialog.ShowDialog();
-                Logger.Information(
-                    "FileToCase dialog closed (ok={Ok}, selected id={Id}, entityType={Type})",
-                    ok, vm.SelectedTarget?.Id, vm.SelectedTarget?.EntityType);
-                if (ok != true) return;
-
-                var target = vm.GetSelectedFilingTarget();
-                if (target == null)
-                {
-                    Logger.Warning(
-                        "Filing skipped — selected EspoEntityRef has no usable Id/EntityType (id={Id}, name={Name}, type={Type})",
-                        vm.SelectedTarget?.Id, vm.SelectedTarget?.Name, vm.SelectedTarget?.EntityType);
-                    MessageBox.Show(
-                        "התיק שנבחר לא הוחזר עם סוג ישות (entityType) תקין. ייתכן ש-Klear שלך מחזיר שדה אחר; הלוג מכיל את הפרטים. שלח לאדמין.",
-                        "Marcus-Law OutlookAddin",
-                        MessageBoxButton.OK,
-                        MessageBoxImage.Warning);
-                    return;
+                    Logger.Information(
+                        "Auto-filing {Count} mail item(s) from sidebar to {Type}/{Id} ({Name})",
+                        envelopes.Count, target.ParentType, target.ParentId, target.ParentName);
                 }
+                else
+                {
+                    var firstEnvelope = envelopes[0];
 
-                Logger.Information(
-                    "Filing {Count} mail item(s) to {Type}/{Id} ({Name})",
-                    envelopes.Count, target.ParentType, target.ParentId, target.ParentName);
+                    var vm = new FileToCaseViewModel(CrmClient!, Settings, Logger)
+                    {
+                        SenderEmail = firstEnvelope.From,
+                        SenderName = TryGetSenderName(mailItems[0])
+                    };
+
+                    var dialog = new FileToCaseDialog(vm);
+                    AttachOwnerToOutlook(dialog);
+                    var ok = dialog.ShowDialog();
+                    Logger.Information(
+                        "FileToCase dialog closed (ok={Ok}, selected id={Id}, entityType={Type})",
+                        ok, vm.SelectedTarget?.Id, vm.SelectedTarget?.EntityType);
+                    if (ok != true) return;
+
+                    target = vm.GetSelectedFilingTarget();
+                    if (target == null)
+                    {
+                        Logger.Warning(
+                            "Filing skipped — selected EspoEntityRef has no usable Id/EntityType (id={Id}, name={Name}, type={Type})",
+                            vm.SelectedTarget?.Id, vm.SelectedTarget?.Name, vm.SelectedTarget?.EntityType);
+                        MessageBox.Show(
+                            "התיק שנבחר לא הוחזר עם סוג ישות (entityType) תקין. ייתכן ש-Klear שלך מחזיר שדה אחר; הלוג מכיל את הפרטים. שלח לאדמין.",
+                            "Marcus-Law OutlookAddin",
+                            MessageBoxButton.OK,
+                            MessageBoxImage.Warning);
+                        return;
+                    }
+
+                    Logger.Information(
+                        "Filing {Count} mail item(s) to {Type}/{Id} ({Name})",
+                        envelopes.Count, target.ParentType, target.ParentId, target.ParentName);
+                }
 
                 var summary = await FilingService!.FileAsync(envelopes, target).ConfigureAwait(true);
 
@@ -722,6 +740,21 @@ namespace OutlookAddin.Services
             }
         }
 
+        // Sidebar's "תייק לתיק הזה" makes a hard promise about which case
+        // gets the mail — only honour it when the match resolved a single
+        // linked case. With 0 or 2+ cases there is no unambiguous "this",
+        // and the caller falls back to the manual search dialog.
+        private static FilingTarget? TryResolveSidebarAutoTarget(MatchResult? match)
+        {
+            if (match?.RecentCases == null || match.RecentCases.Count != 1) return null;
+            var c = match.RecentCases[0];
+            if (string.IsNullOrWhiteSpace(c.Id)) return null;
+            var label = !string.IsNullOrWhiteSpace(c.Number)
+                ? $"[{c.Number}] {c.Name}"
+                : (c.Name ?? c.Id);
+            return new FilingTarget("Case", c.Id, label);
+        }
+
         private List<Outlook.MailItem> ReadCurrentSelection()
         {
             var result = new List<Outlook.MailItem>();

src/OutlookAddin/Services/SidebarController.cs

@@ -109,7 +109,7 @@ namespace OutlookAddin.Services
 
             vm.FileRequested += async (s, e) =>
             {
-                try { await _host.LaunchFileToCaseAsync().ConfigureAwait(true); }
+                try { await _host.LaunchFileToCaseAsync(e.PreselectedMatch).ConfigureAwait(true); }
                 catch (Exception ex) { _logger.Warning(ex, "Sidebar file-request handler failed"); }
             };
             vm.OpenInBrowserRequested += (s, url) => TryOpenInBrowser(url);