publish: 1.2.6 — smoke-test the direct VSTOInstaller updater

No code change. Confirms that the v1.2.5 updater (VSTOInstaller.exe /I)
bypasses the Chrome download trap and pops the install dialog directly.

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

.gitattributes

@@ -0,0 +1,15 @@
+* text=auto
+
+# ClickOnce publish output must be byte-identical to the hashes recorded
+# in dll.manifest at publish time. Treat everything under Publish/ as
+# binary so git's CRLF/LF normalization can't change the bytes between
+# what VS published and what end-users download via setup.exe.
+Publish/** -text
+
+# Defense in depth — apply the same rule to ClickOnce extensions
+# regardless of where they live.
+*.deploy      binary
+*.manifest    binary
+*.vsto        binary
+*.application binary
+*.pfx         binary

.gitignore

@@ -24,16 +24,22 @@ project.lock.json
 project.fragment.lock.json
 
 # Publish output (ClickOnce / MSIX)
-publish/
+# NOTE: Publish/ itself is COMMITTED so end-users can fetch the ClickOnce
+# bundle via Gitea raw URLs (https://gitea.dev.marcus-law.co.il/.../raw/
+# branch/main/Publish/). VS dumps build output there on every Publish.
 PublishProfiles/
 *.pubxml.user
 
-# VSTO build output
+# VSTO build output — these wildcards exclude intermediate bin/obj
+# artifacts. Re-include everything under Publish/ which is the
+# ClickOnce distribution root (must contain .vsto/.application/.deploy
+# /.manifest files for the installer to work).
 *_TemporaryKey.pfx
 *.vsto
 *.application
 *.deploy
 *.manifest
+!Publish/**
 
 # Code signing — NEVER commit private keys
 *.pfx

docs/PROJECT-BRIEFING.md

@@ -268,14 +268,47 @@ If the session is on the Linux dev server (`/home/chaim/espocrm-extensions/Outlo
 
 ---
 
+## How releases work (current, 2026-05-24)
+
+**Production install URL:** `https://platform.dev.marcus-law.co.il/outlook-addin/OutlookAddin.vsto`
+
+**Release flow:**
+
+1. Code change merged to `main` (push or PR-merge — no CI fires yet)
+2. Bump `<ApplicationVersion>` in `src/OutlookAddin/OutlookAddin.csproj` and `AssemblyVersion` + `AssemblyFileVersion` in `src/OutlookAddin/Properties/AssemblyInfo.cs` to the next 4-part version (e.g. `1.2.1.0`). CI overrides `ApplicationVersion` from the tag at build time, but leaves AssemblyInfo alone — keep them in sync manually so the bundled DLL's FileVersion matches the manifest.
+3. `git tag -a v1.2.1 -m "..." && git push --tags`
+4. Gitea Actions workflow (`.gitea/workflows/build.yml`) fires:
+   - Imports the **real** codesign cert from secrets `CODESIGN_CERT_PFX_BASE64` + `CODESIGN_THUMBPRINT` (publicKeyToken `c68d2b4c25051c5b`, `CN=Marcus-Law OutlookAddin`)
+   - Patches csproj to swap the dev self-signed thumbprint (`2399E9BF…`) for the real one
+   - `msbuild /t:Publish` with `/p:InstallUrl=https://platform.dev.marcus-law.co.il/outlook-addin/` and `/p:ApplicationVersion=<tag>.0`
+   - Uploads `publish.tar.gz` to Gitea generic registry (`outlook-addin-publish/<version>/publish.tar.gz`)
+   - Linux job downloads the tar.gz, builds a Docker image `outlook-addin-cdn:latest`, pushes to Gitea registry, calls Coolify to redeploy the CDN container
+   - Posts to Mattermost channel `git-verelasim` with the install URL on success / a failure link on failure
+5. Lawyers' installed Add-in checks the deployment manifest at the install URL every 7 days (configured in csproj `<UpdateInterval>7</UpdateInterval>`) or whenever they click "בדוק עדכונים" in Settings → אודות.
+
+**Semver policy:** PATCH for bug fixes (unilateral), MINOR for visible features (unilateral when warranted), MAJOR only with Chaim's explicit approval.
+
+**Branding (`KlearBranding` repo):** the product is presented to lawyers as **Klear** — title bars, MessageBox titles, ribbon group label, About header all say "Klear". The logo is mirrored from `espocrm-extensions/KlearBranding/files/client/custom/img/logo-klear.png` into `src/OutlookAddin.UI/Resources/logo-klear.png` and embedded as a WPF Resource. Brand accent color: `#121d2e` (dark navy).
+
+**What stays MarcusLaw under the hood (deliberate — preserves auto-update across the rebrand):**
+- ClickOnce app identity (`AssemblyName=MarcusLaw.OutlookAddin`)
+- `%APPDATA%\MarcusLaw\OutlookAddin\settings.json` and `creds.dat`
+- `%LOCALAPPDATA%\MarcusLaw\OutlookAddin\logs\`
+- `DpapiCredentialStore.EntropySeed = "MarcusLaw.OutlookAddin.v1"`
+- Code namespaces `MarcusLaw.OutlookAddin.*`
+- Named pipe `MarcusLaw.OutlookAddin`
+
+Changing any of these would orphan all existing installs and require a coordinated uninstall+reinstall on every lawyer's PC plus an entropy migration for DPAPI-encrypted credentials. See the LegalCRM rebrand misadventure in git history for what *not* to do.
+
+**Known traps when releasing:**
+- VS Publish wizard (Project Properties → Publish) **rewrites** csproj at every click — flips `<AutoIncrementApplicationRevision>` back to `true`, resets `<ApplicationVersion>` to whatever's in the UI, sometimes deletes prior `Application Files/<...>/` bundles. **Don't use it.** Tag and let CI do it.
+- There's an old `Publish/` directory in git history that was a parallel manual-release channel via `gitea.../raw/branch/main/Publish/`. It's **not the production install URL** — that's platform.dev. The folder was dropped in v1.2.0.
+
 ## Things deliberately deferred
 
 | What | When | Why deferred |
 |---|---|---|
-| Windows CI runner on Coolify | Until ClickOnce publish becomes useful | Local builds on dev's VS 2022 suffice through week 5 |
-| Code signing cert (self-signed) + GPO push to 10 PCs | Week 6 (before release) | IT task; cert isn't useful until we have something to sign |
-| ClickOnce hosting setup at `platform.dev.marcus-law.co.il/outlook-addin/` | Week 6 | No build artifacts yet |
-| Mattermost release notification webhook in CI | Week 6 | Coupled to CI runner |
+| Identity-level rebrand to a pure Klear product (AssemblyName, namespaces, DPAPI entropy, AppData paths) | Until there's another reason to force-reinstall on all 10 PCs | Visible rebrand already done in v1.2.0 without disrupting users; full rename trades aesthetic cleanliness for a day of IT coordination + lost credentials |
 
 ---
 

src/OutlookAddin.Core/Models/CaseEntity.cs

@@ -23,6 +23,13 @@ namespace MarcusLaw.OutlookAddin.Core.Models
         [JsonPropertyName("status")]
         public string? Status { get; set; }
 
+        // Marcus-Law custom field on Case — court file/docket number.
+        // Field name guessed from EspoCRM "c-prefixed PascalCase" convention;
+        // adjust if the admin used a different name.
+        [JsonPropertyName("cCourtCaseNumber")]
+        [JsonConverter(typeof(FlexibleStringConverter))]
+        public string? CourtCaseNumber { get; set; }
+
         [JsonPropertyName("accountId")]
         public string? AccountId { get; set; }
 

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/AttachmentSaveService.cs

@@ -46,29 +46,17 @@ namespace MarcusLaw.OutlookAddin.Core.Services
                     continue;
                 }
 
+                string? attachmentId = null;
+                Exception? uploadException = null;
+
+                // Step 1: create the EspoCRM Attachment (binary stored in
+                // data/upload/<id>; not yet on the network share). Auth
+                // failures here are terminal — skip remaining items.
                 try
                 {
-                    // Step 1: create the EspoCRM Attachment (binary stored
-                    // in data/upload/<id>; not yet on the network share).
                     var uploaded = await _client.UploadAttachmentAsync(
                         att.Name, att.ContentType, att.ContentBase64, cancellationToken).ConfigureAwait(false);
-
-                    // Step 2: ask Marcus-Law's NetworkStorageIntegration
-                    // to place the uploaded blob under <targetFolderPath>.
-                    // The integration appends the filename to the path.
-                    await _client.UploadAttachmentToNetworkStorageAsync(
-                        uploaded.Id, trimmedFolder, cancellationToken).ConfigureAwait(false);
-
-                    _logger.Information(
-                        "Saved attachment {Name} → {Path} (attachmentId={AttachmentId})",
-                        att.Name, trimmedFolder, uploaded.Id);
-
-                    summary.Items.Add(new AttachmentSaveItemResult
-                    {
-                        FileName = att.Name,
-                        Outcome = AttachmentSaveOutcome.Saved,
-                        AttachmentId = uploaded.Id
-                    });
+                    attachmentId = uploaded.Id;
                 }
                 catch (EspoCrmAuthorizationException ex)
                 {
@@ -80,24 +68,147 @@ namespace MarcusLaw.OutlookAddin.Core.Services
                         Outcome = AttachmentSaveOutcome.AuthRequired,
                         ErrorMessage = ex.Message
                     });
+                    continue;
                 }
-                catch (OperationCanceledException)
-                {
-                    throw;
-                }
+                catch (OperationCanceledException) { throw; }
                 catch (Exception ex)
                 {
-                    _logger.Warning(ex, "Attachment save failed for {Name}", att.Name);
+                    // No attachment ID means we have nothing on the share —
+                    // a hard fail.
+                    _logger.Warning(ex, "Attachment upload (Step 1) failed for {Name}", att.Name);
                     summary.Items.Add(new AttachmentSaveItemResult
                     {
                         FileName = att.Name,
                         Outcome = AttachmentSaveOutcome.Failed,
                         ErrorMessage = ex.Message
                     });
+                    continue;
+                }
+
+                // Step 2: ask the NetworkStorageIntegration to place the
+                // uploaded blob under <targetFolderPath>. The 15s Polly
+                // timeout sometimes fires while the server is still
+                // writing the file — capture the exception but don't
+                // decide the outcome yet.
+                try
+                {
+                    await _client.UploadAttachmentToNetworkStorageAsync(
+                        attachmentId, trimmedFolder, cancellationToken).ConfigureAwait(false);
+                }
+                catch (EspoCrmAuthorizationException ex)
+                {
+                    _logger.Warning(ex, "Attachment save aborted on Step 2: EspoCRM rejected credentials");
+                    summary.AuthRequired = true;
+                    summary.Items.Add(new AttachmentSaveItemResult
+                    {
+                        FileName = att.Name,
+                        Outcome = AttachmentSaveOutcome.AuthRequired,
+                        ErrorMessage = ex.Message
+                    });
+                    continue;
+                }
+                catch (OperationCanceledException) { throw; }
+                catch (Exception ex)
+                {
+                    uploadException = ex;
+                    _logger.Warning(ex,
+                        "Attachment NetworkStorage upload (Step 2) reported failure for {Name}; will verify disk before declaring failure",
+                        att.Name);
+                }
+
+                // Step 3: verify on disk. Authoritative — if the file is
+                // there, the save succeeded regardless of what Step 2
+                // reported (Polly timeouts during large writes are common).
+                var verified = await VerifyArrivedWithRetryAsync(
+                    att.Name, trimmedFolder, uploadException != null, cancellationToken).ConfigureAwait(false);
+
+                if (verified)
+                {
+                    _logger.Information(
+                        "Saved attachment {Name} → {Path} (attachmentId={AttachmentId}, uploadException={HadException})",
+                        att.Name, trimmedFolder, attachmentId, uploadException != null);
+                    summary.Items.Add(new AttachmentSaveItemResult
+                    {
+                        FileName = att.Name,
+                        Outcome = AttachmentSaveOutcome.Saved,
+                        AttachmentId = attachmentId
+                    });
+                }
+                else
+                {
+                    var message = uploadException?.Message
+                                  ?? "Server reported success but the file is not on the share.";
+                    _logger.Warning(
+                        "Attachment save Failed for {Name}: not present after verify (uploadException={Msg})",
+                        att.Name, message);
+                    summary.Items.Add(new AttachmentSaveItemResult
+                    {
+                        FileName = att.Name,
+                        Outcome = AttachmentSaveOutcome.Failed,
+                        ErrorMessage = message
+                    });
                 }
             }
 
             return summary;
         }
+
+        /// <summary>
+        /// Authoritative post-upload check. Returns true if the file is on
+        /// disk under <paramref name="folderPath"/>. When the upload call
+        /// raised (typically Polly's 15s timeout on a still-writing server),
+        /// we retry the listing a few times so the server gets a chance
+        /// to finish.
+        /// </summary>
+        private async Task<bool> VerifyArrivedWithRetryAsync(string expectedName, string folderPath, bool afterFailure, CancellationToken ct)
+        {
+            // When the upload appeared to succeed, one check is plenty — the
+            // file is already there. When it appeared to fail, the server
+            // may still be writing; give it a few extra seconds.
+            var attempts = afterFailure ? 4 : 1;
+            var delay = TimeSpan.FromSeconds(2);
+
+            for (int i = 0; i < attempts; i++)
+            {
+                ct.ThrowIfCancellationRequested();
+                if (i > 0) await Task.Delay(delay, ct).ConfigureAwait(false);
+
+                if (await IsPresentAsync(expectedName, folderPath, ct).ConfigureAwait(false))
+                {
+                    if (i > 0)
+                    {
+                        _logger.Information(
+                            "Post-upload verify: '{Expected}' appeared under '{Path}' on attempt {Attempt}/{Total} despite upload exception",
+                            expectedName, folderPath, i + 1, attempts);
+                    }
+                    return true;
+                }
+            }
+            return false;
+        }
+
+        private async Task<bool> IsPresentAsync(string expectedName, string folderPath, CancellationToken ct)
+        {
+            try
+            {
+                var items = await _client.ListNetworkStorageFolderAsync(folderPath, ct).ConfigureAwait(false);
+                var trimmedExpected = expectedName.Trim().TrimStart('-', ' ').TrimEnd('-', ' ');
+                foreach (var it in items)
+                {
+                    if (it.IsFolder) continue;
+                    if (string.Equals(it.Name, expectedName, StringComparison.Ordinal) ||
+                        string.Equals(it.Name, trimmedExpected, StringComparison.Ordinal))
+                    {
+                        return true;
+                    }
+                }
+                return false;
+            }
+            catch (Exception ex)
+            {
+                _logger.Warning(ex, "Post-upload listing under '{Path}' failed", folderPath);
+                return false;
+            }
+        }
     }
 }

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/Converters/EntityTypeToHebrewConverter.cs

@@ -84,6 +84,10 @@ namespace MarcusLaw.OutlookAddin.UI.Converters
                 ["New"] = "חדש",
                 ["Assigned"] = "הוקצה",
                 ["Pending"] = "ממתין",
+                ["PendingHearing"] = "ממתין לדיון",
+                ["Pending Hearing"] = "ממתין לדיון",
+                ["PendingDecision"] = "ממתין להחלטה",
+                ["Pending Decision"] = "ממתין להחלטה",
                 ["In Progress"] = "בטיפול",
                 ["InProgress"] = "בטיפול",
                 ["Open"] = "פתוח",

src/OutlookAddin.UI/Dialogs/SaveAttachmentsDialog.xaml

@@ -1,6 +1,7 @@
 <Window x:Class="MarcusLaw.OutlookAddin.UI.Dialogs.SaveAttachmentsDialog"
         xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"
         xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml"
+        xmlns:conv="clr-namespace:MarcusLaw.OutlookAddin.UI.Converters"
         Title="שמור קבצים מצורפים ל-Klear"
         Height="560" Width="620"
         MinHeight="420" MinWidth="500"
@@ -11,6 +12,9 @@
         Background="#F8FAFC"
         FontFamily="Segoe UI, David, Frank Ruehl, Arial">
     <Window.Resources>
+        <conv:CaseStatusToHebrewConverter x:Key="CaseStatusHe" />
+        <BooleanToVisibilityConverter x:Key="BoolToVis" />
+
         <SolidColorBrush x:Key="Primary"      Color="#2563EB" />
         <SolidColorBrush x:Key="PrimaryHover" Color="#1D4ED8" />
         <SolidColorBrush x:Key="Border"       Color="#E2E8F0" />
@@ -80,32 +84,28 @@
             </Setter>
         </Style>
 
-        <Style x:Key="CaseItem" TargetType="ListBoxItem">
-            <Setter Property="Padding" Value="0" />
-            <Setter Property="Margin" Value="0" />
-            <Setter Property="Background" Value="Transparent" />
-            <Setter Property="Template">
-                <Setter.Value>
-                    <ControlTemplate TargetType="ListBoxItem">
-                        <Border x:Name="Bd" Background="{TemplateBinding Background}" CornerRadius="4"
-                                Margin="2,1" Padding="8,6">
-                            <ContentPresenter />
-                        </Border>
-                        <ControlTemplate.Triggers>
-                            <Trigger Property="IsMouseOver" Value="True">
-                                <Setter TargetName="Bd" Property="Background" Value="{StaticResource HoverBg}" />
-                            </Trigger>
-                            <Trigger Property="IsSelected" Value="True">
-                                <Setter TargetName="Bd" Property="Background" Value="{StaticResource SelectedBg}" />
-                            </Trigger>
-                        </ControlTemplate.Triggers>
-                    </ControlTemplate>
-                </Setter.Value>
-            </Setter>
-        </Style>
     </Window.Resources>
 
-    <Grid Margin="16">
+    <Grid Margin="16" x:Name="RootGrid">
+        <Grid.Resources>
+            <Style x:Key="CaseGrid" TargetType="DataGrid">
+                <Setter Property="AutoGenerateColumns" Value="False" />
+                <Setter Property="HeadersVisibility" Value="Column" />
+                <Setter Property="GridLinesVisibility" Value="Horizontal" />
+                <Setter Property="HorizontalGridLinesBrush" Value="#E2E8F0" />
+                <Setter Property="RowBackground" Value="White" />
+                <Setter Property="AlternatingRowBackground" Value="#F8FAFC" />
+                <Setter Property="BorderThickness" Value="0" />
+                <Setter Property="CanUserAddRows" Value="False" />
+                <Setter Property="CanUserDeleteRows" Value="False" />
+                <Setter Property="CanUserResizeRows" Value="False" />
+                <Setter Property="CanUserReorderColumns" Value="False" />
+                <Setter Property="SelectionMode" Value="Single" />
+                <Setter Property="SelectionUnit" Value="FullRow" />
+                <Setter Property="IsReadOnly" Value="True" />
+                <Setter Property="RowHeight" Value="30" />
+            </Style>
+        </Grid.Resources>
         <Grid.RowDefinitions>
             <RowDefinition Height="Auto" />
             <RowDefinition Height="*" />
@@ -130,32 +130,38 @@
 
         <!-- Cases -->
         <Border Grid.Row="1" Style="{StaticResource Card}">
-            <ListBox ItemsSource="{Binding Cases}"
-                     SelectedItem="{Binding SelectedCase}"
-                     BorderThickness="0"
-                     Background="Transparent"
-                     ItemContainerStyle="{StaticResource CaseItem}"
-                     Padding="4">
-                <ListBox.ItemTemplate>
-                    <DataTemplate>
-                        <StackPanel>
-                            <TextBlock FontSize="13">
-                                <Run Text="[" /><Run Text="{Binding Number, Mode=OneWay}" /><Run Text="] " />
-                                <Run Text="{Binding Name, Mode=OneWay}" FontWeight="SemiBold" />
-                            </TextBlock>
-                        </StackPanel>
-                    </DataTemplate>
-                </ListBox.ItemTemplate>
-            </ListBox>
+            <DataGrid ItemsSource="{Binding Cases}"
+                      SelectedItem="{Binding SelectedCase}"
+                      Style="{StaticResource CaseGrid}">
+                <DataGrid.Columns>
+                    <DataGridTextColumn Header="מס׳ תיק" Binding="{Binding Number}" Width="80" />
+                    <DataGridTextColumn Header="שם" Binding="{Binding Name}" Width="*" />
+                    <DataGridTextColumn Header="מס׳ בבית משפט" Binding="{Binding CourtCaseNumber}" Width="140" />
+                    <DataGridTextColumn Header="סטטוס" Binding="{Binding Status, Converter={StaticResource CaseStatusHe}}" Width="110" />
+                </DataGrid.Columns>
+            </DataGrid>
         </Border>
 
         <!-- Folder -->
         <DockPanel Grid.Row="2" Margin="0,10,0,0" LastChildFill="True">
             <TextBlock DockPanel.Dock="Left" Text="תיקייה:" VerticalAlignment="Center"
                        Margin="0,0,8,0" Foreground="{StaticResource Muted}" FontSize="12" />
+            <TextBlock DockPanel.Dock="Right" Text="טוען…" VerticalAlignment="Center"
+                       Margin="8,0,0,0" Foreground="{StaticResource Muted}" FontSize="12"
+                       Visibility="{Binding IsLoadingSubfolders, Converter={StaticResource BoolToVis}}" />
             <ComboBox ItemsSource="{Binding Subfolders}"
                       SelectedItem="{Binding SelectedSubfolder}"
-                      Padding="6,4" />
+                      Padding="6,4">
+                <ComboBox.Style>
+                    <Style TargetType="ComboBox">
+                        <Style.Triggers>
+                            <DataTrigger Binding="{Binding IsLoadingSubfolders}" Value="True">
+                                <Setter Property="IsEnabled" Value="False" />
+                            </DataTrigger>
+                        </Style.Triggers>
+                    </Style>
+                </ComboBox.Style>
+            </ComboBox>
         </DockPanel>
 
         <!-- Attachments header -->
@@ -178,10 +184,20 @@
                                            FontSize="11"
                                            VerticalAlignment="Center"
                                            Margin="8,0,0,0" />
-                                <TextBlock Text="{Binding FileName}"
+                                <TextBlock Text="{Binding Extension}"
+                                           DockPanel.Dock="Left"
+                                           Foreground="{StaticResource Muted}"
+                                           FontSize="12"
                                            VerticalAlignment="Center"
-                                           TextTrimming="CharacterEllipsis"
-                                           Margin="8,0,0,0" />
+                                           Margin="6,0,0,0" />
+                                <TextBox Text="{Binding BaseName, Mode=TwoWay, UpdateSourceTrigger=PropertyChanged}"
+                                         IsEnabled="{Binding IsSelected}"
+                                         VerticalAlignment="Center"
+                                         BorderThickness="1"
+                                         BorderBrush="{StaticResource Border}"
+                                         Padding="6,3"
+                                         Margin="8,0,0,0"
+                                         ToolTip="לחץ כדי לערוך את שם הקובץ (הסיומת נשמרת אוטומטית)" />
                             </DockPanel>
                         </DataTemplate>
                     </ItemsControl.ItemTemplate>

src/OutlookAddin.UI/Dialogs/SettingsDialog.xaml

@@ -98,13 +98,47 @@
 
             <TabItem Header="אודות">
                 <StackPanel Margin="16">
-                    <TextBlock Text="Marcus-Law OutlookAddin" FontWeight="Bold" FontSize="16" />
-                    <TextBlock Text="תוסף Klear 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" />
+                    <Border Background="#121d2e" CornerRadius="6" Padding="14,12" Margin="0,0,0,12">
+                        <DockPanel LastChildFill="True">
+                            <Image DockPanel.Dock="Right"
+                                   Source="pack://application:,,,/MarcusLaw.OutlookAddin.UI;component/Resources/logo-klear.png"
+                                   Height="36"
+                                   Margin="12,0,0,0"
+                                   VerticalAlignment="Center" />
+                            <StackPanel VerticalAlignment="Center">
+                                <TextBlock Text="Klear" Foreground="White" FontWeight="Bold" FontSize="18" />
+                                <TextBlock Text="תוסף ל-Microsoft Outlook" Foreground="#CBD5E1" FontSize="12" />
+                            </StackPanel>
+                        </DockPanel>
+                    </Border>
+                    <DockPanel LastChildFill="False" Margin="0,0,0,4">
+                        <TextBlock DockPanel.Dock="Left" Text="{Binding VersionLine}" Foreground="Gray" VerticalAlignment="Center" />
+                        <Button DockPanel.Dock="Right"
+                                Command="{Binding CheckForUpdateCommand}"
+                                Content="בדוק עדכונים"
+                                Padding="14,4"
+                                MinWidth="120" />
+                    </DockPanel>
+                    <TextBlock Text="{Binding UpdateStatus}"
+                               Foreground="{Binding UpdateStatusBrush}"
+                               TextWrapping="Wrap"
+                               Margin="0,4,0,0" />
+                    <TextBlock Margin="0,16,0,0" TextWrapping="Wrap">
+                        <Run Text="לוגים: " />
+                        <Hyperlink Tag="%LOCALAPPDATA%\MarcusLaw\OutlookAddin\logs"
+                                   Click="OnOpenFolderHyperlink"
+                                   ToolTip="פתח את התיקייה ב-Explorer">
+                            <Run Text="%LOCALAPPDATA%\MarcusLaw\OutlookAddin\logs" />
+                        </Hyperlink>
+                    </TextBlock>
+                    <TextBlock TextWrapping="Wrap">
+                        <Run Text="הגדרות: " />
+                        <Hyperlink Tag="%APPDATA%\MarcusLaw\OutlookAddin"
+                                   Click="OnOpenFolderHyperlink"
+                                   ToolTip="פתח את התיקייה ב-Explorer">
+                            <Run Text="%APPDATA%\MarcusLaw\OutlookAddin\settings.json" />
+                        </Hyperlink>
+                    </TextBlock>
                 </StackPanel>
             </TabItem>
         </TabControl>

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

@@ -1,5 +1,8 @@
 using System;
+using System.Diagnostics;
+using System.IO;
 using System.Windows;
+using System.Windows.Documents;
 using MarcusLaw.OutlookAddin.UI.ViewModels;
 
 namespace MarcusLaw.OutlookAddin.UI.Dialogs
@@ -40,5 +43,23 @@ namespace MarcusLaw.OutlookAddin.UI.Dialogs
             DialogResult = _viewModel?.DialogResult;
             Close();
         }
+
+        private void OnOpenFolderHyperlink(object sender, RoutedEventArgs e)
+        {
+            if (!(sender is Hyperlink h) || !(h.Tag is string raw)) return;
+            try
+            {
+                var path = Environment.ExpandEnvironmentVariables(raw);
+                // Create the folder lazily so the link works even on the very
+                // first run, before any log has been written.
+                if (!Directory.Exists(path)) Directory.CreateDirectory(path);
+                Process.Start(new ProcessStartInfo("explorer.exe", "\"" + path + "\"") { UseShellExecute = true });
+            }
+            catch (Exception ex)
+            {
+                MessageBox.Show("פתיחת התיקייה נכשלה: " + ex.Message, "Klear",
+                    MessageBoxButton.OK, MessageBoxImage.Warning);
+            }
+        }
     }
 }

src/OutlookAddin.UI/OutlookAddin.UI.csproj

@@ -18,10 +18,15 @@
 
   <ItemGroup>
     <Reference Include="System.Net.Http" />
+    <Reference Include="System.Deployment" />
   </ItemGroup>
 
   <ItemGroup>
     <ProjectReference Include="..\OutlookAddin.Core\OutlookAddin.Core.csproj" />
   </ItemGroup>
 
+  <ItemGroup>
+    <Resource Include="Resources\logo-klear.png" />
+  </ItemGroup>
+
 </Project>

src/OutlookAddin.UI/ViewModels/AttachmentRowViewModel.cs

@@ -1,3 +1,4 @@
+using System.IO;
 using CommunityToolkit.Mvvm.ComponentModel;
 using MarcusLaw.OutlookAddin.Core.Models;
 
@@ -10,6 +11,34 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
         [ObservableProperty]
         private bool isSelected = true;
 
+        /// <summary>
+        /// Frozen at construction from the original filename. The user
+        /// edits only the base name; the extension always tags along.
+        /// </summary>
+        public string Extension { get; }
+
+        /// <summary>
+        /// Editable base name without the extension. Setting this rewrites
+        /// <see cref="EspoAttachment.Name"/> as &lt;basename&gt;&lt;Extension&gt;.
+        /// </summary>
+        public string BaseName
+        {
+            get => Path.GetFileNameWithoutExtension(Data.Name) ?? string.Empty;
+            set
+            {
+                var newBase = (value ?? string.Empty).Trim();
+                var newFull = newBase + Extension;
+                if (Data.Name == newFull) return;
+                Data.Name = newFull;
+                OnPropertyChanged();
+                OnPropertyChanged(nameof(FileName));
+            }
+        }
+
+        /// <summary>
+        /// Full filename including extension — what actually goes to the
+        /// server. Read-only mirror of <see cref="EspoAttachment.Name"/>.
+        /// </summary>
         public string FileName => Data.Name;
 
         public string SizeDisplay { get; }
@@ -17,6 +46,7 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
         public AttachmentRowViewModel(EspoAttachment data)
         {
             Data = data;
+            Extension = Path.GetExtension(data.Name) ?? string.Empty;
             SizeDisplay = ComputeSize(data.ContentBase64);
         }
 

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/ViewModels/SaveAttachmentsViewModel.cs

@@ -45,6 +45,17 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
         [ObservableProperty]
         private string? statusMessage;
 
+        [ObservableProperty]
+        private bool isLoadingSubfolders;
+
+        /// <summary>
+        /// Resolved server-side case folder path for the currently
+        /// selected case (e.g. "47-אריאל מונאס"). Populated by
+        /// <see cref="RefreshSubfoldersForSelectedCaseAsync"/> after the
+        /// case + primary contact have been fetched. Empty until then.
+        /// </summary>
+        public string? ResolvedCaseFolderPath { get; private set; }
+
         public ObservableCollection<CaseEntity> Cases { get; } = new ObservableCollection<CaseEntity>();
 
         public ObservableCollection<string> Subfolders { get; } = new ObservableCollection<string>();
@@ -120,33 +131,61 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
         /// <summary>
         /// Refreshes the subfolder dropdown to merge static defaults with
         /// the actual folders that already exist on the network share for
-        /// the chosen case. Triggers when the case selection changes.
+        /// the chosen case. Also resolves <see cref="ResolvedCaseFolderPath"/>
+        /// using the same logic as the server (primary contact's name, not
+        /// the case's lawsuit title).
         /// </summary>
         public async Task RefreshSubfoldersForSelectedCaseAsync()
         {
             ResetSubfolders();
+            ResolvedCaseFolderPath = null;
+
             var c = SelectedCase;
             if (c == null || string.IsNullOrEmpty(c.Id)) return;
 
-            // Best-effort: ensure standard subfolders physically exist on
-            // disk before the user picks one.
+            IsLoadingSubfolders = true;
+            try
+            {
+                await RefreshSubfoldersCoreAsync(c).ConfigureAwait(true);
+            }
+            finally
+            {
+                IsLoadingSubfolders = false;
+            }
+        }
+
+        private async Task RefreshSubfoldersCoreAsync(CaseEntity c)
+        {
             try { await _client.EnsureCaseSubfoldersAsync(c.Id).ConfigureAwait(true); }
             catch (Exception ex) { _logger.Warning(ex, "EnsureCaseSubfolders failed; subfolders may be missing on disk"); }
 
-            // Fetch the actual case folder path from the server (the
-            // integration's hook sets it on Case.networkStorageFolderPath
-            // after the first document save).
+            string? primaryContactName = null;
             try
             {
                 var detail = await _client.GetCaseAsync(
-                    c.Id, "id,name,number,networkStorageFolderPath", default).ConfigureAwait(true);
+                    c.Id, "id,name,number,contactsIds,networkStorageFolderPath", default).ConfigureAwait(true);
                 c.Number = detail.Number;
                 c.Name = detail.Name;
                 c.NetworkStorageFolderPath = detail.NetworkStorageFolderPath;
+                c.ContactsIds = detail.ContactsIds ?? new List<string>();
+
+                if (c.ContactsIds.Count > 0)
+                {
+                    try
+                    {
+                        var contact = await _client.GetContactAsync(c.ContactsIds[0], "id,name", default).ConfigureAwait(true);
+                        primaryContactName = contact?.Name;
+                    }
+                    catch (Exception ex) { _logger.Warning(ex, "Primary contact fetch failed for case {CaseId}", c.Id); }
+                }
             }
             catch (Exception ex) { _logger.Warning(ex, "GetCase for subfolder list failed"); }
 
-            var folderPath = ResolveCaseFolderPath(c);
+            var folderPath = ResolveCaseFolderPath(c, primaryContactName);
+            ResolvedCaseFolderPath = folderPath;
+            _logger.Information(
+                "Resolved case folder for {CaseId} (number={Number}, contact={Contact}, stored={Stored}) → {Path}",
+                c.Id, c.Number ?? "(none)", primaryContactName ?? "(none)", c.NetworkStorageFolderPath ?? "(none)", folderPath);
             if (string.IsNullOrEmpty(folderPath)) return;
 
             try
@@ -155,7 +194,7 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
                 foreach (var item in items)
                 {
                     if (!item.IsFolder) continue;
-                    if (Subfolders.Contains(item.Name)) continue; // already in defaults
+                    if (Subfolders.Contains(item.Name)) continue;
                     if (string.Equals(item.Name, RootSentinel, StringComparison.Ordinal)) continue;
                     Subfolders.Add(item.Name);
                 }
@@ -166,19 +205,30 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
             }
         }
 
-        public static string ResolveCaseFolderPath(CaseEntity c)
+        /// <summary>
+        /// Mirrors NetworkDocumentService::buildEntityFolderName for Case
+        /// on the server side. Fallback order:
+        ///   1) Case.networkStorageFolderPath (if the integration's hook
+        ///      has set it — most authoritative)
+        ///   2) "&lt;number&gt;-&lt;primary contact name&gt;"   ←  server's recipe
+        ///   3) "&lt;number&gt;-&lt;case lawsuit name&gt;"
+        ///   4) contact / case name on its own
+        /// </summary>
+        public static string ResolveCaseFolderPath(CaseEntity c, string? primaryContactName = null)
         {
             if (c == null) return string.Empty;
             if (!string.IsNullOrWhiteSpace(c.NetworkStorageFolderPath))
             {
                 return c.NetworkStorageFolderPath!.TrimEnd('/');
             }
-            // Best-effort match to NetworkDocumentService::buildEntityFolderName:
-            // "<number>-<primary contact name or case name>", sanitized.
-            var contactName = c.Name ?? string.Empty;
+
+            var nameForFolder = !string.IsNullOrWhiteSpace(primaryContactName)
+                ? primaryContactName!
+                : (c.Name ?? string.Empty);
+
             var raw = !string.IsNullOrWhiteSpace(c.Number)
-                ? $"{c.Number}-{contactName}"
-                : contactName;
+                ? $"{c.Number}-{nameForFolder}"
+                : nameForFolder;
             return SanitizeFolderSegment(raw);
         }
 
@@ -203,6 +253,27 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
             return name.Trim(' ', '-');
         }
 
+        private async Task<CaseEntity?> LoadCaseRowAsync(EspoEntityRef hit, CancellationToken ct)
+        {
+            var row = new CaseEntity { Id = hit.Id, Name = hit.Name };
+            if (string.IsNullOrEmpty(hit.Id)) return row;
+            try
+            {
+                var detail = await _client.GetCaseAsync(
+                    hit.Id, "id,name,number,status,cCourtCaseNumber", ct).ConfigureAwait(false);
+                row.Number = detail.Number;
+                row.Status = detail.Status;
+                row.CourtCaseNumber = detail.CourtCaseNumber;
+                if (!string.IsNullOrEmpty(detail.Name)) row.Name = detail.Name;
+            }
+            catch (OperationCanceledException) { throw; }
+            catch (Exception ex)
+            {
+                _logger.Warning(ex, "Hydrating case {CaseId} for picker failed", hit.Id);
+            }
+            return row;
+        }
+
         private async Task SearchAsync(string query, CancellationToken ct)
         {
             try
@@ -221,23 +292,32 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
                 ct.ThrowIfCancellationRequested();
 
                 Cases.Clear();
-                int kept = 0;
+                var caseHits = new List<EspoEntityRef>();
                 foreach (var hit in search.List)
                 {
-                    if (!string.Equals(hit.EntityType, "Case", StringComparison.OrdinalIgnoreCase)) continue;
-                    // Bare id+name in the list; the full Case (with number +
-                    // networkStorageFolderPath) is hydrated when the user
-                    // picks one.
-                    Cases.Add(new CaseEntity
-                    {
-                        Id = hit.Id,
-                        Name = hit.Name
-                    });
-                    kept++;
+                    if (string.Equals(hit.EntityType, "Case", StringComparison.OrdinalIgnoreCase))
+                        caseHits.Add(hit);
                 }
-                StatusMessage = kept == 0
-                    ? "אין תוצאות מסוג תיק (Case)"
-                    : $"נמצאו {kept} תיקים";
+
+                if (caseHits.Count == 0)
+                {
+                    StatusMessage = "אין תוצאות מסוג תיק (Case)";
+                    return;
+                }
+
+                var detailTasks = new List<Task<CaseEntity?>>(caseHits.Count);
+                foreach (var hit in caseHits)
+                {
+                    detailTasks.Add(LoadCaseRowAsync(hit, ct));
+                }
+                var details = await Task.WhenAll(detailTasks).ConfigureAwait(true);
+                ct.ThrowIfCancellationRequested();
+
+                foreach (var row in details)
+                {
+                    if (row != null) Cases.Add(row);
+                }
+                StatusMessage = $"נמצאו {Cases.Count} תיקים";
             }
             catch (OperationCanceledException) { /* superseded */ }
             catch (EspoCrmAuthorizationException)

src/OutlookAddin.UI/ViewModels/SettingsViewModel.cs

@@ -1,6 +1,7 @@
 using System;
 using System.Collections.Generic;
 using System.Collections.ObjectModel;
+using System.Linq;
 using System.Net.Http;
 using System.Threading.Tasks;
 using System.Windows.Media;
@@ -40,6 +41,15 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
         [ObservableProperty]
         private Brush statusBrush = NeutralBrush;
 
+        [ObservableProperty]
+        private string? updateStatus;
+
+        [ObservableProperty]
+        private Brush updateStatusBrush = NeutralBrush;
+
+        [ObservableProperty]
+        private bool isCheckingForUpdate;
+
         public string InitialApiKey { get; }
 
         public string VersionLine { get; }
@@ -70,8 +80,56 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
             Username = creds?.Username ?? string.Empty;
             InitialApiKey = creds?.ApiKey ?? string.Empty;
 
-            var version = typeof(SettingsViewModel).Assembly.GetName().Version?.ToString() ?? "1.0.0";
-            VersionLine = $"גרסה {version}";
+            VersionLine = $"גרסה {ResolveDisplayVersion()}";
+        }
+
+        /// <summary>
+        /// Picks the most accurate version to surface in the About tab:
+        /// the ClickOnce activation version when the add-in is installed
+        /// over the wire (auto-updated to the real deployment version),
+        /// else the assembly's AssemblyVersion (which is set per-source
+        /// and may lag behind the deployed ClickOnce manifest).
+        /// </summary>
+        private static string ResolveDisplayVersion()
+        {
+            Version? v = null;
+            try
+            {
+                if (System.Deployment.Application.ApplicationDeployment.IsNetworkDeployed)
+                {
+                    v = System.Deployment.Application.ApplicationDeployment
+                        .CurrentDeployment.CurrentVersion;
+                }
+            }
+            catch
+            {
+                // Not running under ClickOnce (dev / F5), or System.Deployment
+                // is not available — fall through to the AssemblyVersion.
+            }
+            // The host VSTO assembly is where versioning policy lives
+            // (csproj + AssemblyInfo). The UI assembly is SDK-style with
+            // no <Version>, so it always reports 1.0.0.0 — don't fall back
+            // to it. Walk loaded assemblies for the host by name suffix.
+            if (v == null)
+            {
+                foreach (var asm in AppDomain.CurrentDomain.GetAssemblies())
+                {
+                    var name = asm.GetName().Name;
+                    if (name != null && name.EndsWith(".OutlookAddin", StringComparison.Ordinal))
+                    {
+                        v = asm.GetName().Version;
+                        break;
+                    }
+                }
+            }
+            v ??= typeof(SettingsViewModel).Assembly.GetName().Version;
+            if (v == null) return "1.0.0";
+
+            // ClickOnce stores 4 components; project policy is MAJOR.MINOR.PATCH —
+            // hide the trailing revision when it's 0.
+            return v.Revision == 0
+                ? $"{v.Major}.{v.Minor}.{v.Build}"
+                : v.ToString();
         }
 
         /// <summary>
@@ -105,6 +163,197 @@ namespace MarcusLaw.OutlookAddin.UI.ViewModels
 
         private static string WatchedKey(string storeId, string path) => storeId + "|" + path;
 
+        [RelayCommand(CanExecute = nameof(CanCheckForUpdate))]
+        private async Task CheckForUpdateAsync()
+        {
+            IsCheckingForUpdate = true;
+            UpdateStatusBrush = NeutralBrush;
+            UpdateStatus = "בודק עדכונים…";
+            try
+            {
+                if (!System.Deployment.Application.ApplicationDeployment.IsNetworkDeployed)
+                {
+                    UpdateStatusBrush = ErrorBrush;
+                    UpdateStatus = "התוסף לא מותקן דרך ClickOnce — אין כאן עדכון אוטומטי.";
+                    return;
+                }
+
+                var deployment = System.Deployment.Application.ApplicationDeployment.CurrentDeployment;
+                var currentVersion = deployment.CurrentVersion;
+                var manifestUri = deployment.UpdateLocation;
+
+                // ApplicationDeployment.CheckForDetailedUpdate triggers a
+                // TrustManager re-evaluation which throws TrustNotGranted
+                // inside a hosted VSTO process even when the publisher and
+                // permissions are unchanged. Bypass it by fetching the
+                // deployment manifest directly and reading the version.
+                Version? availableVersion = null;
+                try
+                {
+                    availableVersion = await Task.Run(() => FetchManifestVersion(manifestUri)).ConfigureAwait(true);
+                }
+                catch (Exception fetchEx)
+                {
+                    _logger.Warning(fetchEx, "CheckForUpdate: manifest fetch failed");
+                    UpdateStatusBrush = ErrorBrush;
+                    UpdateStatus = "שגיאה בבדיקת השרת: " + fetchEx.Message;
+                    return;
+                }
+
+                if (availableVersion == null)
+                {
+                    UpdateStatusBrush = ErrorBrush;
+                    UpdateStatus = "לא ניתן לקרוא את גרסת השרת מ-" + manifestUri;
+                    return;
+                }
+
+                if (availableVersion <= currentVersion)
+                {
+                    UpdateStatusBrush = SuccessBrush;
+                    UpdateStatus = "אתה על הגרסה האחרונה (" + currentVersion + ").";
+                    return;
+                }
+
+                // VSTO add-ins cannot be updated programmatically from inside
+                // a running Outlook — ApplicationDeployment.Update() throws.
+                // Don't shell-launch the .vsto URL either: Chrome / Edge will
+                // download it to disk, and the resulting file has a different
+                // security zone than the deployment manifest, which fails with
+                // InvalidDeploymentException ("no matching security zones").
+                // Call VSTOInstaller.exe directly so the URL is processed in
+                // the Internet zone, matching the manifest.
+                var installerPath = FindVstoInstaller();
+                if (installerPath != null)
+                {
+                    try
+                    {
+                        System.Diagnostics.Process.Start(new System.Diagnostics.ProcessStartInfo(
+                            installerPath, "/I \"" + manifestUri + "\"")
+                        {
+                            UseShellExecute = false
+                        });
+                        UpdateStatusBrush = SuccessBrush;
+                        UpdateStatus = $"זמינה גרסה {availableVersion} — אשר את ההתקנה בחלון שנפתח, ואז סגור ופתח את Outlook.";
+                    }
+                    catch (Exception launchEx)
+                    {
+                        _logger.Warning(launchEx, "CheckForUpdate: VSTOInstaller launch failed");
+                        UpdateStatusBrush = ErrorBrush;
+                        UpdateStatus = $"זמינה גרסה {availableVersion} — סגור ופתח את Outlook כדי להתקין אוטומטית.";
+                    }
+                }
+                else
+                {
+                    // VSTOInstaller not at the canonical path — VSTO runtime
+                    // still picks up new manifests on Outlook startup, so
+                    // ask the user to restart instead of attempting a hack.
+                    UpdateStatusBrush = SuccessBrush;
+                    UpdateStatus = $"זמינה גרסה {availableVersion} — סגור ופתח את Outlook כדי להתקין אוטומטית.";
+                }
+                return;
+            }
+            catch (System.Deployment.Application.DeploymentDownloadException ex)
+            {
+                _logger.Warning(ex, "CheckForUpdate: download failed");
+                UpdateStatusBrush = ErrorBrush;
+                UpdateStatus = "הורדת העדכון נכשלה: " + ex.Message;
+            }
+            catch (System.Deployment.Application.InvalidDeploymentException ex)
+            {
+                _logger.Warning(ex, "CheckForUpdate: invalid deployment manifest");
+                UpdateStatusBrush = ErrorBrush;
+                UpdateStatus = "ה-deployment manifest על השרת לא תקין: " + ex.Message;
+            }
+            catch (Exception ex)
+            {
+                _logger.Warning(ex, "CheckForUpdate failed");
+                UpdateStatusBrush = ErrorBrush;
+                UpdateStatus = "שגיאה בבדיקת עדכונים: " + ex.Message;
+            }
+            finally
+            {
+                IsCheckingForUpdate = false;
+            }
+        }
+
+        /// <summary>
+        /// Reads the top-level &lt;assemblyIdentity&gt; version from the
+        /// .vsto deployment manifest at <paramref name="manifestUri"/>.
+        /// Returns null if the document doesn't look like a deployment
+        /// manifest. Runs on a worker thread (synchronous HTTP).
+        /// </summary>
+        private static Version? FetchManifestVersion(Uri manifestUri)
+        {
+            // The .vsto manifest is small (≈6KB). Keep this synchronous —
+            // no point pulling in HttpClient and its lifecycle just for one
+            // GET. WebRequest works fine on .NET FW 4.8 and through proxies.
+            var req = System.Net.WebRequest.Create(manifestUri);
+            req.Timeout = 10_000;
+            using (var response = req.GetResponse())
+            using (var stream = response.GetResponseStream())
+            {
+                var doc = System.Xml.Linq.XDocument.Load(stream);
+                System.Xml.Linq.XNamespace asmv1 = "urn:schemas-microsoft-com:asm.v1";
+                var identity = doc.Root?
+                    .Elements()
+                    .FirstOrDefault(e => e.Name.LocalName == "assemblyIdentity" && e.Name.Namespace == asmv1);
+                var versionAttr = identity?.Attribute("version")?.Value;
+                if (string.IsNullOrWhiteSpace(versionAttr)) return null;
+                return Version.TryParse(versionAttr, out var v) ? v : null;
+            }
+        }
+
+        /// <summary>
+        /// Locates VSTOInstaller.exe on the machine. The path is stable
+        /// for VSTO 4.0 (Office 2010+) — falls back to a registry lookup
+        /// if the default install location was customised.
+        /// </summary>
+        private static string? FindVstoInstaller()
+        {
+            string[] candidates =
+            {
+                @"C:\Program Files (x86)\Common Files\Microsoft Shared\VSTO\10.0\VSTOInstaller.exe",
+                @"C:\Program Files\Common Files\Microsoft Shared\VSTO\10.0\VSTOInstaller.exe"
+            };
+            foreach (var p in candidates)
+            {
+                if (System.IO.File.Exists(p)) return p;
+            }
+
+            // Registry fallback: HKCR\VstoFile\shell\Open\command stores
+            // the verb VSTOInstaller registers for the .vsto extension.
+            try
+            {
+                using (var key = Microsoft.Win32.Registry.ClassesRoot.OpenSubKey(@"VstoFile\shell\Open\command"))
+                {
+                    var cmd = key?.GetValue(null) as string;
+                    if (!string.IsNullOrEmpty(cmd))
+                    {
+                        // Value looks like: "C:\...\VSTOInstaller.exe" "%1"
+                        var firstQuote = cmd!.IndexOf('"');
+                        if (firstQuote == 0)
+                        {
+                            var endQuote = cmd.IndexOf('"', 1);
+                            if (endQuote > 1)
+                            {
+                                var exe = cmd.Substring(1, endQuote - 1);
+                                if (System.IO.File.Exists(exe)) return exe;
+                            }
+                        }
+                    }
+                }
+            }
+            catch { /* registry access denied or schema differs — fall through */ }
+            return null;
+        }
+
+        private bool CanCheckForUpdate() => !IsCheckingForUpdate;
+
+        partial void OnIsCheckingForUpdateChanged(bool value)
+        {
+            CheckForUpdateCommand.NotifyCanExecuteChanged();
+        }
+
         [RelayCommand]
         private async Task TestConnectionAsync()
         {

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/OutlookAddin.csproj

@@ -31,13 +31,13 @@
     <Nullable>enable</Nullable>
     <DefineConstants>VSTO40;UseOfficeInterop</DefineConstants>
     <ResolveComReferenceSilent>true</ResolveComReferenceSilent>
-    <IsWebBootstrapper>False</IsWebBootstrapper>
+    <IsWebBootstrapper>True</IsWebBootstrapper>
     <BootstrapperEnabled>true</BootstrapperEnabled>
     <PublishUrl>C:\Users\Chaim\source\repos\OutlookAddin\Publish\</PublishUrl>
-    <InstallUrl>\\192.168.10.97\Projects\LegalCRM\Add-in\</InstallUrl>
+    <InstallUrl>https://gitea.dev.marcus-law.co.il/espocrm-extensions/OutlookAddin/raw/branch/main/Publish/</InstallUrl>
     <TargetCulture>en</TargetCulture>
-    <ApplicationVersion>1.0.0.5</ApplicationVersion>
-    <AutoIncrementApplicationRevision>true</AutoIncrementApplicationRevision>
+    <ApplicationVersion>1.2.6.0</ApplicationVersion>
+    <AutoIncrementApplicationRevision>false</AutoIncrementApplicationRevision>
     <UpdateEnabled>true</UpdateEnabled>
     <UpdateInterval>7</UpdateInterval>
     <UpdateIntervalUnits>days</UpdateIntervalUnits>

src/OutlookAddin/Properties/AssemblyInfo.cs

@@ -33,6 +33,6 @@ using System.Security;
 // You can specify all the values or you can default the Build and Revision Numbers 
 // by using the '*' as shown below:
 // [assembly: AssemblyVersion("1.0.*")]
-[assembly: AssemblyVersion("1.0.0.0")]
-[assembly: AssemblyFileVersion("1.0.0.0")]
+[assembly: AssemblyVersion("1.2.6.0")]
+[assembly: AssemblyFileVersion("1.2.6.0")]
 

src/OutlookAddin/Ribbon/ExplorerRibbon.xml

@@ -3,7 +3,7 @@
   <ribbon>
     <tabs>
       <tab idMso="TabMail">
-        <group id="MarcusLawGroup" label="Marcus-Law" insertBeforeMso="GroupMailMove">
+        <group id="MarcusLawGroup" label="Klear" insertBeforeMso="GroupMailMove">
           <button id="FileToEspoCrm"
                   label="Klear"
                   screentip="תייק את המייל הנבחר ל-Klear"

src/OutlookAddin/Ribbon/InspectorRibbon.xml

@@ -3,7 +3,7 @@
   <ribbon>
     <tabs>
       <tab idMso="TabNewMailMessage">
-        <group id="MarcusLawComposeGroup" label="Marcus-Law" insertBeforeMso="GroupClipboard">
+        <group id="MarcusLawComposeGroup" label="Klear" insertBeforeMso="GroupClipboard">
           <button id="ComposeFromCase"
                   label="כתוב מתיק"
                   screentip="פתח את המייל מתיק Klear"

src/OutlookAddin/Services/AddInHost.cs

@@ -404,7 +404,7 @@ namespace OutlookAddin.Services
             {
                 MessageBox.Show(
                     "התוסף עדיין לא מוגדר. פתח את ההגדרות תחילה.",
-                    "Marcus-Law OutlookAddin",
+                    "Klear",
                     MessageBoxButton.OK,
                     MessageBoxImage.Information);
                 return;
@@ -425,7 +425,7 @@ namespace OutlookAddin.Services
                 Logger.Error(ex, "LaunchComposeFromCaseAsync failed");
                 MessageBox.Show(
                     "טעינת התיק נכשלה: " + ex.Message,
-                    "Marcus-Law OutlookAddin",
+                    "Klear",
                     MessageBoxButton.OK,
                     MessageBoxImage.Error);
             }
@@ -446,7 +446,7 @@ namespace OutlookAddin.Services
             {
                 var result = MessageBox.Show(
                     "התוסף עדיין לא מוגדר. לפתוח את חלון ההגדרות עכשיו?",
-                    "Marcus-Law OutlookAddin",
+                    "Klear",
                     MessageBoxButton.YesNo,
                     MessageBoxImage.Information);
                 if (result == MessageBoxResult.Yes) LaunchSettings();
@@ -465,7 +465,7 @@ namespace OutlookAddin.Services
                 Logger.Error(ex, "LaunchSaveAttachmentsAsync: extract failed");
                 MessageBox.Show(
                     "קריאת הקבצים המצורפים נכשלה: " + ex.Message,
-                    "Marcus-Law OutlookAddin",
+                    "Klear",
                     MessageBoxButton.OK,
                     MessageBoxImage.Error);
                 return;
@@ -475,7 +475,7 @@ namespace OutlookAddin.Services
             {
                 MessageBox.Show(
                     "אין במייל הזה קבצים מצורפים לשמירה.",
-                    "Marcus-Law OutlookAddin",
+                    "Klear",
                     MessageBoxButton.OK,
                     MessageBoxImage.Information);
                 return;
@@ -494,12 +494,18 @@ namespace OutlookAddin.Services
             var selected = vm.SelectedAttachments;
             if (picked == null || string.IsNullOrEmpty(picked.Id) || selected.Count == 0) return;
 
-            var caseFolder = SaveAttachmentsViewModel.ResolveCaseFolderPath(picked);
+            // Prefer the path the VM resolved when the user picked the case
+            // (it already fetched the primary contact and applied the
+            // server's naming convention). Fall back to the no-contact
+            // resolve only if that step somehow didn't run.
+            var caseFolder = !string.IsNullOrWhiteSpace(vm.ResolvedCaseFolderPath)
+                ? vm.ResolvedCaseFolderPath!
+                : SaveAttachmentsViewModel.ResolveCaseFolderPath(picked);
             if (string.IsNullOrEmpty(caseFolder))
             {
                 MessageBox.Show(
                     "לא ניתן לחשב את נתיב התיקייה של התיק. ייתכן שהתיק עוד לא הוגדר ב-Klear.",
-                    "Marcus-Law OutlookAddin",
+                    "Klear",
                     MessageBoxButton.OK,
                     MessageBoxImage.Warning);
                 return;
@@ -529,7 +535,7 @@ namespace OutlookAddin.Services
                 Logger.Error(ex, "LaunchSaveAttachmentsAsync failed");
                 MessageBox.Show(
                     "שמירת הקבצים נכשלה: " + ex.Message,
-                    "Marcus-Law OutlookAddin",
+                    "Klear",
                     MessageBoxButton.OK,
                     MessageBoxImage.Error);
             }
@@ -552,7 +558,7 @@ namespace OutlookAddin.Services
                 message = parts.Count == 0 ? "לא נשמרו פריטים." : string.Join(" · ", parts);
                 icon = summary.FailedCount > 0 ? MessageBoxImage.Warning : MessageBoxImage.Information;
             }
-            MessageBox.Show(message, "Marcus-Law OutlookAddin", MessageBoxButton.OK, icon);
+            MessageBox.Show(message, "Klear", MessageBoxButton.OK, icon);
         }
 
         /// <summary>
@@ -566,7 +572,7 @@ namespace OutlookAddin.Services
             {
                 MessageBox.Show(
                     "התוסף עדיין לא מוגדר. פתח את ההגדרות תחילה.",
-                    "Marcus-Law OutlookAddin",
+                    "Klear",
                     MessageBoxButton.OK,
                     MessageBoxImage.Information);
                 return;
@@ -585,7 +591,7 @@ namespace OutlookAddin.Services
                 if (mail != null) try { Marshal.ReleaseComObject(mail); } catch { }
                 MessageBox.Show(
                     "פתיחת המייל מתיק נכשלה: " + ex.Message,
-                    "Marcus-Law OutlookAddin",
+                    "Klear",
                     MessageBoxButton.OK,
                     MessageBoxImage.Error);
             }
@@ -637,13 +643,20 @@ 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)
             {
                 var result = MessageBox.Show(
                     "התוסף עדיין לא מוגדר. לפתוח את חלון ההגדרות עכשיו?",
-                    "Marcus-Law OutlookAddin",
+                    "Klear",
                     MessageBoxButton.YesNo,
                     MessageBoxImage.Information);
                 if (result == MessageBoxResult.Yes)
@@ -658,7 +671,7 @@ namespace OutlookAddin.Services
             {
                 MessageBox.Show(
                     "לא נבחר מייל לתיוק. סמן מייל אחד או יותר ונסה שוב.",
-                    "Marcus-Law OutlookAddin",
+                    "Klear",
                     MessageBoxButton.OK,
                     MessageBoxImage.Information);
                 return;
@@ -667,39 +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.",
+                            "Klear",
+                            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);
 
@@ -716,6 +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>();
@@ -868,7 +907,7 @@ namespace OutlookAddin.Services
                 icon = summary.FailedCount > 0 ? MessageBoxImage.Warning : MessageBoxImage.Information;
             }
 
-            MessageBox.Show(message, "Marcus-Law OutlookAddin", MessageBoxButton.OK, icon);
+            MessageBox.Show(message, "Klear", MessageBoxButton.OK, icon);
         }
 
         private static string? TryGetSenderName(Outlook.MailItem item)

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);

src/OutlookAddin/ThisAddIn.cs

@@ -19,8 +19,8 @@ namespace OutlookAddin
             catch (Exception ex)
             {
                 System.Windows.MessageBox.Show(
-                    "האתחול של תוסף Marcus-Law נכשל: " + ex.Message,
-                    "Marcus-Law OutlookAddin",
+                    "האתחול של תוסף Klear נכשל: " + ex.Message,
+                    "Klear",
                     System.Windows.MessageBoxButton.OK,
                     System.Windows.MessageBoxImage.Error);
             }