feat(settings): add first-run Settings dialog and ribbon entry

- SettingsDialog (WPF, RTL): General tab (URL/username/API key/locale) +
  About tab; PasswordBox-bound API key, Test Connection probe, Save/Cancel
- SettingsViewModel: loads from SettingsManager + DpapiCredentialStore,
  Test Connection spins a transient HttpClient + EspoCrmClient and reports
  401 vs network failures separately; Save persists then signals dialog
  close
- Ribbon: second "הגדרות" button in Marcus-Law group; "File to EspoCRM"
  now offers to open Settings inline when not configured
- AddInHost.LaunchSettings tears down and rebuilds CRM/filing/retry stack
  so new credentials take effect immediately (CrmClientChanged event)
- Tag .taskmaster/tasks/tasks.json: Task #3 in-review with implementation
  notes (was already locally modified)

Core/UI/Tests green (38 tests passing); VSTO host project still requires
VS Installer Repair to compile locally.

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

.taskmaster/tasks/tasks.json

@@ -35,8 +35,9 @@
         "dependencies": [
           2
         ],
-        "status": "pending",
+        "status": "in-review",
-        "subtasks": []
+        "subtasks": [],
+        "implementationNotes": "Implemented 2026-05-11 (commits e527aa8, 14ed1f6). Deltas from spec: (1) Used MessageBox for summary instead of UWP toast — simpler, can upgrade later. (2) Tests written under OutlookAddin.Tests/Services/ rather than /Core/. (3) Dialog placed in OutlookAddin.UI/Dialogs/ rather than /Views/. (4) Retry queue keeps items on disk after max attempts (3) instead of moving to failed/ — operator can inspect in retry-queue/ folder. (5) MailItem extraction lives in OutlookAddin/Services/MailItemExtractor.cs (host project, since Outlook interop). Build verified for Core/UI/Tests (38 tests green); host project requires VS Installer Repair to compile (VSTO targets still missing on dev machine). Outstanding: first-run settings dialog for credential entry — host shows \"תוסף עדיין לא מוגדר\" if creds.dat absent."
       },
       {
         "id": 4,

src/OutlookAddin.UI/Dialogs/SettingsDialog.xaml

@@ -0,0 +1,93 @@
+<Window x:Class="MarcusLaw.OutlookAddin.UI.Dialogs.SettingsDialog"
+        xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"
+        xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml"
+        Title="הגדרות תוסף EspoCRM"
+        Height="520" Width="560"
+        MinHeight="400" MinWidth="500"
+        FlowDirection="RightToLeft"
+        WindowStartupLocation="CenterOwner"
+        ShowInTaskbar="False"
+        ResizeMode="CanResize">
+    <Grid Margin="12">
+        <Grid.RowDefinitions>
+            <RowDefinition Height="*" />
+            <RowDefinition Height="Auto" />
+        </Grid.RowDefinitions>
+
+        <TabControl Grid.Row="0" x:Name="Tabs">
+            <TabItem Header="כללי">
+                <Grid Margin="8">
+                    <Grid.RowDefinitions>
+                        <RowDefinition Height="Auto" />
+                        <RowDefinition Height="Auto" />
+                        <RowDefinition Height="Auto" />
+                        <RowDefinition Height="Auto" />
+                        <RowDefinition Height="Auto" />
+                        <RowDefinition Height="Auto" />
+                        <RowDefinition Height="Auto" />
+                        <RowDefinition Height="Auto" />
+                        <RowDefinition Height="*" />
+                        <RowDefinition Height="Auto" />
+                    </Grid.RowDefinitions>
+
+                    <TextBlock Grid.Row="0" Text="כתובת שרת EspoCRM" Margin="0,0,0,2" />
+                    <TextBox Grid.Row="1" Text="{Binding EspoCrmUrl, UpdateSourceTrigger=PropertyChanged}"
+                             Padding="6,4" Margin="0,0,0,10" />
+
+                    <TextBlock Grid.Row="2" Text="שם משתמש" Margin="0,0,0,2" />
+                    <TextBox Grid.Row="3" Text="{Binding Username, UpdateSourceTrigger=PropertyChanged}"
+                             Padding="6,4" Margin="0,0,0,10" />
+
+                    <TextBlock Grid.Row="4" Text="מפתח API" Margin="0,0,0,2" />
+                    <PasswordBox Grid.Row="5" x:Name="ApiKeyBox" Padding="6,4" Margin="0,0,0,10" />
+
+                    <TextBlock Grid.Row="6" Text="שפת ממשק" Margin="0,0,0,2" />
+                    <ComboBox Grid.Row="7" SelectedValue="{Binding Locale}" SelectedValuePath="Tag"
+                              Padding="6,4" Margin="0,0,0,10">
+                        <ComboBoxItem Content="עברית" Tag="he-IL" />
+                        <ComboBoxItem Content="English" Tag="en-US" />
+                    </ComboBox>
+
+                    <TextBlock Grid.Row="8" Text="{Binding StatusMessage}"
+                               Foreground="{Binding StatusBrush}"
+                               TextWrapping="Wrap"
+                               VerticalAlignment="Top"
+                               Margin="0,4,0,0" />
+
+                    <StackPanel Grid.Row="9" Orientation="Horizontal" Margin="0,10,0,0">
+                        <Button Command="{Binding TestConnectionCommand}"
+                                Content="בדוק חיבור"
+                                Padding="14,5"
+                                MinWidth="120" />
+                    </StackPanel>
+                </Grid>
+            </TabItem>
+
+            <TabItem Header="אודות">
+                <StackPanel Margin="16">
+                    <TextBlock Text="Marcus-Law OutlookAddin" FontWeight="Bold" FontSize="16" />
+                    <TextBlock Text="תוסף EspoCRM ל-Microsoft Outlook" Margin="0,4,0,12" />
+                    <TextBlock Text="{Binding VersionLine}" Foreground="Gray" />
+                    <TextBlock Margin="0,16,0,0" TextWrapping="Wrap"
+                               Text="לוגים: %LOCALAPPDATA%\MarcusLaw\OutlookAddin\logs" />
+                    <TextBlock TextWrapping="Wrap"
+                               Text="הגדרות: %APPDATA%\MarcusLaw\OutlookAddin\settings.json" />
+                </StackPanel>
+            </TabItem>
+        </TabControl>
+
+        <StackPanel Grid.Row="1" Orientation="Horizontal" HorizontalAlignment="Left" Margin="0,12,0,0">
+            <Button Command="{Binding SaveCommand}"
+                    IsDefault="True"
+                    Content="שמור"
+                    Padding="20,5"
+                    Margin="0,0,8,0"
+                    MinWidth="100" />
+            <Button Command="{Binding CancelCommand}"
+                    IsCancel="True"
+                    Content="ביטול"
+                    Padding="20,5"
+                    MinWidth="100" />
+        </StackPanel>
+    </Grid>
+</Window>

src/OutlookAddin.UI/Dialogs/SettingsDialog.xaml.cs

@@ -0,0 +1,44 @@
+using System;
+using System.Windows;
+using MarcusLaw.OutlookAddin.UI.ViewModels;
+
+namespace MarcusLaw.OutlookAddin.UI.Dialogs
+{
+    public partial class SettingsDialog : Window
+    {
+        private SettingsViewModel? _viewModel;
+
+        public SettingsDialog()
+        {
+            InitializeComponent();
+        }
+
+        public SettingsDialog(SettingsViewModel viewModel) : this()
+        {
+            AttachViewModel(viewModel);
+        }
+
+        public void AttachViewModel(SettingsViewModel viewModel)
+        {
+            if (_viewModel != null)
+            {
+                _viewModel.RequestClose -= OnRequestClose;
+                _viewModel.ApiKeyReader = null;
+            }
+            _viewModel = viewModel ?? throw new ArgumentNullException(nameof(viewModel));
+            DataContext = _viewModel;
+            _viewModel.RequestClose += OnRequestClose;
+            _viewModel.ApiKeyReader = () => ApiKeyBox.Password;
+            if (!string.IsNullOrEmpty(_viewModel.InitialApiKey))
+            {
+                ApiKeyBox.Password = _viewModel.InitialApiKey;
+            }
+        }
+
+        private void OnRequestClose(object? sender, EventArgs e)
+        {
+            DialogResult = _viewModel?.DialogResult;
+            Close();
+        }
+    }
+}

src/OutlookAddin.UI/OutlookAddin.UI.csproj

@@ -16,6 +16,10 @@
     <PackageReference Include="CommunityToolkit.Mvvm" Version="8.3.2" />
   </ItemGroup>
 
+  <ItemGroup>
+    <Reference Include="System.Net.Http" />
+  </ItemGroup>
+
   <ItemGroup>
     <ProjectReference Include="..\OutlookAddin.Core\OutlookAddin.Core.csproj" />
   </ItemGroup>

src/OutlookAddin.UI/ViewModels/SettingsViewModel.cs

@@ -0,0 +1,169 @@
+using System;
+using System.Net.Http;
+using System.Threading.Tasks;
+using System.Windows.Media;
+using CommunityToolkit.Mvvm.ComponentModel;
+using CommunityToolkit.Mvvm.Input;
+using MarcusLaw.OutlookAddin.Core.Configuration;
+using MarcusLaw.OutlookAddin.Core.Security;
+using MarcusLaw.OutlookAddin.Core.Services;
+using Serilog;
+
+namespace MarcusLaw.OutlookAddin.UI.ViewModels
+{
+    public sealed partial class SettingsViewModel : ObservableObject
+    {
+        private static readonly Brush NeutralBrush = Brushes.Gray;
+        private static readonly Brush ErrorBrush = Brushes.Firebrick;
+        private static readonly Brush SuccessBrush = Brushes.SeaGreen;
+
+        private readonly AppSettings _settings;
+        private readonly SettingsManager _settingsManager;
+        private readonly DpapiCredentialStore _credentialStore;
+        private readonly ILogger _logger;
+
+        [ObservableProperty]
+        private string espoCrmUrl = string.Empty;
+
+        [ObservableProperty]
+        private string username = string.Empty;
+
+        [ObservableProperty]
+        private string locale = "he-IL";
+
+        [ObservableProperty]
+        private string? statusMessage;
+
+        [ObservableProperty]
+        private Brush statusBrush = NeutralBrush;
+
+        public string InitialApiKey { get; }
+
+        public string VersionLine { get; }
+
+        public Func<string>? ApiKeyReader { get; set; }
+
+        public bool? DialogResult { get; private set; }
+
+        public event EventHandler? RequestClose;
+
+        public SettingsViewModel(
+            AppSettings settings,
+            SettingsManager settingsManager,
+            DpapiCredentialStore credentialStore,
+            ILogger logger)
+        {
+            _settings = settings ?? throw new ArgumentNullException(nameof(settings));
+            _settingsManager = settingsManager ?? throw new ArgumentNullException(nameof(settingsManager));
+            _credentialStore = credentialStore ?? throw new ArgumentNullException(nameof(credentialStore));
+            _logger = logger ?? throw new ArgumentNullException(nameof(logger));
+
+            EspoCrmUrl = settings.EspoCrmUrl;
+            Locale = string.IsNullOrWhiteSpace(settings.Locale) ? "he-IL" : settings.Locale;
+
+            var creds = _credentialStore.Load();
+            Username = creds?.Username ?? string.Empty;
+            InitialApiKey = creds?.ApiKey ?? string.Empty;
+
+            var version = typeof(SettingsViewModel).Assembly.GetName().Version?.ToString() ?? "1.0.0";
+            VersionLine = $"גרסה {version}";
+        }
+
+        [RelayCommand]
+        private async Task TestConnectionAsync()
+        {
+            StatusBrush = NeutralBrush;
+            StatusMessage = "בודק חיבור…";
+
+            if (!Uri.TryCreate(EspoCrmUrl, UriKind.Absolute, out var baseUrl))
+            {
+                Fail("כתובת שרת לא תקינה");
+                return;
+            }
+
+            var apiKey = ReadApiKey();
+            if (string.IsNullOrWhiteSpace(Username) || string.IsNullOrWhiteSpace(apiKey))
+            {
+                Fail("יש להזין שם משתמש ומפתח API");
+                return;
+            }
+
+            HttpClient? http = null;
+            try
+            {
+                http = new HttpClient { Timeout = TimeSpan.FromSeconds(15) };
+                var probe = new EspoCrmClient(http, baseUrl.ToString(), Username, apiKey, _logger);
+                var user = await probe.TestConnectionAsync().ConfigureAwait(true);
+                Succeed($"התחברות תקינה — משתמש: {user.UserName ?? user.Id}");
+            }
+            catch (EspoCrmAuthorizationException)
+            {
+                Fail("מפתח ה-API או שם המשתמש שגויים");
+            }
+            catch (Exception ex)
+            {
+                _logger.Warning(ex, "TestConnection failed");
+                Fail("שגיאת חיבור: " + ex.Message);
+            }
+            finally
+            {
+                http?.Dispose();
+            }
+        }
+
+        [RelayCommand]
+        private void Save()
+        {
+            if (!Uri.TryCreate(EspoCrmUrl, UriKind.Absolute, out _))
+            {
+                Fail("כתובת שרת לא תקינה");
+                return;
+            }
+            var apiKey = ReadApiKey();
+            if (string.IsNullOrWhiteSpace(Username) || string.IsNullOrWhiteSpace(apiKey))
+            {
+                Fail("יש להזין שם משתמש ומפתח API");
+                return;
+            }
+
+            try
+            {
+                _settings.EspoCrmUrl = EspoCrmUrl.TrimEnd('/');
+                _settings.Locale = string.IsNullOrWhiteSpace(Locale) ? "he-IL" : Locale;
+                _settingsManager.Save(_settings);
+
+                _credentialStore.Save(Username.Trim(), apiKey);
+                _logger.Information("Settings saved (user={User}, url={Url})", Username, _settings.EspoCrmUrl);
+
+                DialogResult = true;
+                RequestClose?.Invoke(this, EventArgs.Empty);
+            }
+            catch (Exception ex)
+            {
+                _logger.Error(ex, "Settings save failed");
+                Fail("שמירת ההגדרות נכשלה: " + ex.Message);
+            }
+        }
+
+        [RelayCommand]
+        private void Cancel()
+        {
+            DialogResult = false;
+            RequestClose?.Invoke(this, EventArgs.Empty);
+        }
+
+        private string ReadApiKey() => ApiKeyReader?.Invoke() ?? string.Empty;
+
+        private void Fail(string message)
+        {
+            StatusBrush = ErrorBrush;
+            StatusMessage = message;
+        }
+
+        private void Succeed(string message)
+        {
+            StatusBrush = SuccessBrush;
+            StatusMessage = message;
+        }
+    }
+}

src/OutlookAddin/Ribbon/ExplorerRibbon.cs

@@ -67,5 +67,10 @@ namespace OutlookAddin.Ribbon
         {
             _ = Globals.ThisAddIn.AddInHost.LaunchFileToCaseAsync();
         }
+
+        public void OnOpenSettings(IRibbonControl control)
+        {
+            Globals.ThisAddIn.AddInHost.LaunchSettings();
+        }
     }
 }

src/OutlookAddin/Ribbon/ExplorerRibbon.xml

@@ -12,6 +12,13 @@
                   imageMso="MeetingForwardToManager"
                   onAction="OnFileToEspoCrm"
                   getEnabled="OnGetFileToEspoCrmEnabled" />
+          <button id="OpenEspoCrmSettings"
+                  label="הגדרות"
+                  screentip="הגדרות תוסף EspoCRM"
+                  supertip="עריכת כתובת השרת, שם המשתמש, מפתח ה-API והעדפות נוספות."
+                  size="large"
+                  imageMso="ServerPropertiesDialog"
+                  onAction="OnOpenSettings" />
         </group>
       </tab>
     </tabs>

src/OutlookAddin/Services/AddInHost.cs

@@ -55,18 +55,24 @@ namespace OutlookAddin.Services
 
         public bool IsConfigured => CrmClient != null && FilingService != null;
 
+        public event EventHandler? CrmClientChanged;
+
         private void TryInitializeCrm()
         {
+            DisposeCrmStack();
+
             var creds = CredentialStore.Load();
             if (creds == null || string.IsNullOrWhiteSpace(creds.Username) || string.IsNullOrWhiteSpace(creds.ApiKey))
             {
                 Logger.Information("AddInHost: no stored credentials — CRM features disabled until first-run setup");
+                CrmClientChanged?.Invoke(this, EventArgs.Empty);
                 return;
             }
 
             if (!Uri.TryCreate(Settings.EspoCrmUrl, UriKind.Absolute, out var baseUrl))
             {
                 Logger.Warning("AddInHost: settings.EspoCrmUrl is not a valid URL: {Url}", Settings.EspoCrmUrl);
+                CrmClientChanged?.Invoke(this, EventArgs.Empty);
                 return;
             }
 
@@ -78,13 +84,45 @@ namespace OutlookAddin.Services
                 _retryProcessor = new RetryQueueProcessor(RetryQueue, CrmClient, Logger);
                 _retryProcessor.Start();
                 Logger.Information("AddInHost: CRM client initialized for {BaseUrl}", baseUrl);
+                CrmClientChanged?.Invoke(this, EventArgs.Empty);
             }
             catch (Exception ex)
             {
                 Logger.Error(ex, "AddInHost: failed to initialize CRM client");
+                DisposeCrmStack();
+                CrmClientChanged?.Invoke(this, EventArgs.Empty);
             }
         }
 
+        private void DisposeCrmStack()
+        {
+            try { _retryProcessor?.Dispose(); } catch { /* ignore */ }
+            _retryProcessor = null;
+            try { _httpClient?.Dispose(); } catch { /* ignore */ }
+            _httpClient = null;
+            CrmClient = null;
+            FilingService = null;
+        }
+
+        /// <summary>
+        /// Opens the Settings dialog. On Save, tears down and rebuilds the CRM
+        /// client/filing/retry stack so the new credentials take effect immediately.
+        /// </summary>
+        public bool LaunchSettings()
+        {
+            var vm = new SettingsViewModel(Settings, SettingsManager, CredentialStore, Logger);
+            var dialog = new SettingsDialog(vm);
+            var ok = dialog.ShowDialog();
+            if (ok != true) return false;
+
+            // Re-read settings from disk in case fields were normalized.
+            var refreshed = SettingsManager.Load();
+            Settings.EspoCrmUrl = refreshed.EspoCrmUrl;
+            Settings.Locale = refreshed.Locale;
+            TryInitializeCrm();
+            return true;
+        }
+
         /// <summary>
         /// Entry point invoked by the ribbon "File to EspoCRM" button. Reads the
         /// current Explorer selection, opens the search dialog, files on success,
@@ -94,12 +132,16 @@ namespace OutlookAddin.Services
         {
             if (!IsConfigured)
             {
-                MessageBox.Show(
+                var result = MessageBox.Show(
-                    "התוסף עדיין לא מוגדר. יש להזין כתובת EspoCRM, שם משתמש ומפתח API בהגדרות.",
+                    "התוסף עדיין לא מוגדר. לפתוח את חלון ההגדרות עכשיו?",
                     "Marcus-Law OutlookAddin",
-                    MessageBoxButton.OK,
+                    MessageBoxButton.YesNo,
                     MessageBoxImage.Information);
-                return;
+                if (result == MessageBoxResult.Yes)
+                {
+                    LaunchSettings();
+                }
+                if (!IsConfigured) return;
             }
 
             var mailItems = ReadCurrentSelection();