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feat: SmartAssistant v2.3.0 — document tools + NetworkStorage integration

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- Add upload_document, generate_document, merge_documents tools
- Rewrite DocumentAnalyzer to use NetworkStorageIntegration instead of custom WebDAV client
- Delete FileStorage classes (FileStorageInterface, FileStorageFactory, NextCloudFileStorage, WebDavFileStorage)
- Use networkStorageFolderPath instead of nextCloudFolderPath

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Chaim Marcus
2026-04-05 14:53:27 +00:00
parent 2fe807b7f9
commit 87bc4b6770
8 changed files with 168 additions and 351 deletions
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files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/FileStorageFactory.php
-54
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@@ -1,54 +0,0 @@
<?php
namespace Espo\Modules\SmartAssistant\Classes\FileStorage;
use Espo\Core\Exceptions\Error;
use Espo\Core\InjectableFactory;
use Espo\Core\Utils\Config;
use Espo\Core\Utils\Log;
use Espo\Modules\NextCloudIntegration\Services\NextCloudService;
class FileStorageFactory
{
private Config $config;
private InjectableFactory $injectableFactory;
private Log $log;
public function __construct(Config $config, InjectableFactory $injectableFactory, Log $log)
{
$this->config = $config;
$this->injectableFactory = $injectableFactory;
$this->log = $log;
}
public function create(?string $userId = null): FileStorageInterface
{
$storageType = $this->config->get('assistantFileStorage', 'nextcloud');
return match ($storageType) {
'nextcloud' => $this->createNextCloud($userId),
'webdav' => $this->createWebDav(),
default => throw new Error("Unknown file storage type: {$storageType}"),
};
}
private function createNextCloud(?string $userId): NextCloudFileStorage
{
$nextCloudService = $this->injectableFactory->create(NextCloudService::class);
return new NextCloudFileStorage($nextCloudService->getClientForUser($userId));
}
private function createWebDav(): WebDavFileStorage
{
$url = $this->config->get('assistantWebDavUrl');
$user = $this->config->get('assistantWebDavUser');
$password = $this->config->get('assistantWebDavPassword');
$basePath = $this->config->get('assistantWebDavBasePath', '/webdav');
if (empty($url) || empty($user) || empty($password)) {
throw new Error('WebDAV file storage is not configured.');
}
return new WebDavFileStorage($url, $user, $password, $basePath);
}
}
files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/FileStorageInterface.php
-12
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@@ -1,12 +0,0 @@
<?php
namespace Espo\Modules\SmartAssistant\Classes\FileStorage;
interface FileStorageInterface
{
public function listFolder(string $path): array;
public function downloadFile(string $path): string;
public function move(string $source, string $destination): bool;
public function createFolder(string $path): bool;
public function exists(string $path): bool;
}
files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/NextCloudFileStorage.php
-21
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@@ -1,21 +0,0 @@
<?php
namespace Espo\Modules\SmartAssistant\Classes\FileStorage;
use Espo\Modules\NextCloudIntegration\Classes\NextCloud\Client;
class NextCloudFileStorage implements FileStorageInterface
{
private Client $client;
public function __construct(Client $client)
{
$this->client = $client;
}
public function listFolder(string $path): array { return $this->client->listFolder($path); }
public function downloadFile(string $path): string { return $this->client->downloadFile($path); }
public function move(string $source, string $destination): bool { return $this->client->move($source, $destination); }
public function createFolder(string $path): bool { return $this->client->createFolderRecursive($path); }
public function exists(string $path): bool { return $this->client->exists($path); }
}
files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/WebDavFileStorage.php
-234
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@@ -1,234 +0,0 @@
<?php
namespace Espo\Modules\SmartAssistant\Classes\FileStorage;
use Espo\Core\Exceptions\Error;
/**
* Generic WebDAV file storage adapter.
* Works with Synology NAS, ownCloud, and any standard WebDAV server.
* Uses only DAV-standard operations (no NextCloud/OCS-specific extensions).
*/
class WebDavFileStorage implements FileStorageInterface
{
private string $baseUrl;
private string $username;
private string $password;
private string $webdavPath;
public function __construct(
string $baseUrl,
string $username,
string $password,
string $webdavPath = '/webdav'
) {
$this->baseUrl = rtrim($baseUrl, '/');
$this->username = $username;
$this->password = $password;
$this->webdavPath = $webdavPath;
}
public function listFolder(string $path): array
{
$propfindXml = '<?xml version="1.0" encoding="UTF-8"?>
<d:propfind xmlns:d="DAV:">
<d:prop>
<d:getlastmodified/>
<d:getetag/>
<d:getcontenttype/>
<d:getcontentlength/>
<d:resourcetype/>
</d:prop>
</d:propfind>';
$response = $this->request('PROPFIND', $path, $propfindXml, [
'Content-Type: application/xml',
'Depth: 1',
]);
if ($response['status'] !== 207) {
throw new Error("Failed to list folder: HTTP " . $response['status']);
}
return $this->parsePropfindResponse($response['body'], $path);
}
public function downloadFile(string $path): string
{
$response = $this->request('GET', $path);
if ($response['status'] !== 200) {
throw new Error("Failed to download file: HTTP " . $response['status']);
}
return $response['body'];
}
public function move(string $source, string $destination): bool
{
$destUrl = $this->buildUrl($destination);
$response = $this->request('MOVE', $source, null, [
'Destination: ' . $destUrl,
'Overwrite: F',
]);
if ($response['status'] !== 201 && $response['status'] !== 204) {
throw new Error("Failed to move: HTTP " . $response['status']);
}
return true;
}
public function createFolder(string $path): bool
{
$parts = array_filter(explode('/', $path));
$currentPath = '';
foreach ($parts as $part) {
$currentPath .= '/' . $part;
$response = $this->request('MKCOL', $currentPath);
// 201 = created, 405 = already exists
if ($response['status'] !== 201 && $response['status'] !== 405) {
throw new Error("Failed to create folder: HTTP " . $response['status']);
}
}
return true;
}
public function exists(string $path): bool
{
try {
$response = $this->request('PROPFIND', $path, null, ['Depth: 0']);
return $response['status'] === 207;
} catch (\Exception $e) {
return false;
}
}
private function buildUrl(string $path): string
{
$pathParts = explode('/', ltrim($path, '/'));
$encodedParts = array_map('rawurlencode', $pathParts);
return $this->baseUrl . $this->webdavPath . '/' . implode('/', $encodedParts);
}
/**
* @return array{status: int, body: string}
*/
private function request(
string $method,
string $path,
?string $body = null,
array $headers = []
): array {
$url = $this->buildUrl($path);
$ch = curl_init();
$allHeaders = array_merge([
'Authorization: Basic ' . base64_encode($this->username . ':' . $this->password),
], $headers);
curl_setopt_array($ch, [
CURLOPT_URL => $url,
CURLOPT_CUSTOMREQUEST => $method,
CURLOPT_RETURNTRANSFER => true,
CURLOPT_HTTPHEADER => $allHeaders,
CURLOPT_TIMEOUT => 120,
CURLOPT_SSL_VERIFYPEER => true,
]);
if ($body !== null) {
curl_setopt($ch, CURLOPT_POSTFIELDS, $body);
}
$responseBody = curl_exec($ch);
$httpCode = curl_getinfo($ch, CURLINFO_HTTP_CODE);
$curlError = curl_error($ch);
curl_close($ch);
if ($curlError) {
throw new Error("WebDAV connection error: $curlError");
}
return [
'status' => $httpCode,
'body' => $responseBody,
];
}
private function parsePropfindResponse(string $xml, string $basePath): array
{
$items = [];
$normalizedBasePath = '/' . trim($basePath, '/');
$doc = new \DOMDocument();
$doc->loadXML($xml);
$xpath = new \DOMXPath($doc);
$xpath->registerNamespace('d', 'DAV:');
$responses = $xpath->query('//d:response');
foreach ($responses as $response) {
$hrefNodes = $xpath->query('d:href', $response);
if ($hrefNodes->length === 0) {
continue;
}
$href = urldecode($hrefNodes->item(0)->textContent);
// Extract relative path by removing webdav prefix
$relativePath = $href;
$webdavPrefix = $this->webdavPath . '/';
if (($pos = strpos($href, $webdavPrefix)) !== false) {
$relativePath = substr($href, $pos + strlen($webdavPrefix));
}
$relativePath = '/' . trim($relativePath, '/');
// Skip the queried folder itself
if ($relativePath === $normalizedBasePath || $relativePath === $normalizedBasePath . '/') {
continue;
}
$propstat = $xpath->query('d:propstat/d:prop', $response)->item(0);
if (!$propstat) {
continue;
}
$resourceType = $xpath->query('d:resourcetype/d:collection', $propstat);
$isFolder = $resourceType->length > 0;
$contentLength = $xpath->query('d:getcontentlength', $propstat);
$size = $contentLength->length > 0 ? (int) $contentLength->item(0)->textContent : null;
$lastModified = $xpath->query('d:getlastmodified', $propstat);
$modified = $lastModified->length > 0 ? $lastModified->item(0)->textContent : null;
$contentType = $xpath->query('d:getcontenttype', $propstat);
$mimeType = $contentType->length > 0 ? $contentType->item(0)->textContent : null;
$items[] = [
'name' => basename($relativePath),
'path' => $relativePath,
'isFolder' => $isFolder,
'size' => $size,
'mimeType' => $isFolder ? 'folder' : $mimeType,
'modified' => $modified,
];
}
usort($items, function ($a, $b) {
if ($a['isFolder'] !== $b['isFolder']) {
return $b['isFolder'] <=> $a['isFolder'];
}
return strcasecmp($a['name'], $b['name']);
});
return $items;
}
}
files/custom/Espo/Modules/SmartAssistant/Services/ActionExecutor.php
+96
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@@ -42,6 +42,9 @@ class ActionExecutor
'list_documents' => $this->listDocuments($caseId),
'analyze_document' => $this->analyzeDocument($params, $caseId),
'rename_document' => $this->renameDocument($params),
'upload_document' => $this->uploadDocument($params, $caseId),
'generate_document' => $this->generateDocument($params, $caseId),
'merge_documents' => $this->mergeDocuments($params, $caseId),
'save_memory' => $this->saveMemory($params, $caseId, $userId),
default => throw new Error("Unknown tool: {$tool}"),
};
@@ -243,6 +246,99 @@ class ActionExecutor
return ['success' => true, 'message' => "המסמך שונה מ-\"{$result['oldName']}\" ל-\"{$result['newName']}\"", 'data' => $result];
}
private function uploadDocument(array $params, ?string $caseId): array
{
if (!$caseId) {
throw new Error('upload_document requires a case context.');
}
$fileName = $params['fileName'] ?? null;
$content = $params['content'] ?? null;
if (!$fileName) throw new Error('fileName parameter is required.');
if (!$content) throw new Error('content parameter is required (base64-encoded file data).');
$decoded = base64_decode($content, true);
if ($decoded === false) {
throw new Error('content is not valid base64.');
}
$analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
$result = $analyzer->uploadDocument($caseId, $fileName, $decoded, $params['folder'] ?? null);
$msg = "✅ מסמך \"{$fileName}\" הועלה בהצלחה";
if (!empty($params['folder'])) {
$msg .= " לתיקייה \"{$params['folder']}\"";
}
return ['success' => true, 'message' => $msg, 'data' => $result];
}
private function generateDocument(array $params, ?string $caseId): array
{
if (!$caseId) {
throw new Error('generate_document requires a case context.');
}
$templateId = $params['templateId'] ?? null;
if (!$templateId) throw new Error('templateId parameter is required.');
$template = $this->entityManager->getEntityById('DocumentTemplate', $templateId);
if (!$template) throw new NotFound("Template {$templateId} not found.");
$documentSubject = $params['documentSubject'] ?? null;
$templateService = $this->injectableFactory->create(
\Espo\Modules\NetworkStorageIntegration\Services\DocumentTemplateService::class
);
$result = $templateService->createFromTemplate($templateId, 'Case', $caseId, $documentSubject);
if (empty($result['success'])) {
throw new Error('Failed to generate document from template.');
}
$templateName = $template->get('name') ?? 'document';
$fileName = $result['fileName'] ?? "{$templateName}.docx";
$msg = "✅ מסמך \"{$fileName}\" נוצר בהצלחה מתבנית \"{$templateName}\"";
return [
'success' => true,
'message' => $msg,
'data' => ['fileName' => $fileName],
];
}
private function mergeDocuments(array $params, ?string $caseId): array
{
if (!$caseId) {
throw new Error('merge_documents requires a case context.');
}
$documentIds = $params['documentIds'] ?? [];
if (empty($documentIds)) throw new Error('documentIds parameter is required (array of document IDs).');
$documents = [];
foreach ($documentIds as $docId) {
$doc = $this->entityManager->getEntityById('Document', $docId);
if (!$doc) throw new NotFound("Document {$docId} not found.");
$documents[] = $doc;
}
$mergerService = $this->injectableFactory->create(
\Espo\Modules\NetworkStorageIntegration\Services\DocumentMergerService::class
);
$options = $params['options'] ?? [];
$mergedPath = $mergerService->mergeWithLabels($documents, $options);
return [
'success' => true,
'message' => "✅ " . count($documents) . " מסמכים מוזגו בהצלחה",
'data' => ['path' => $mergedPath, 'documentCount' => count($documents)],
];
}
private function normalizeDateTime(?string $value): ?string
{
if ($value === null || $value === '') return null;
files/custom/Espo/Modules/SmartAssistant/Services/DocumentAnalyzer.php
+69 -27
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@@ -6,8 +6,8 @@ use Espo\Core\Exceptions\Error;
use Espo\Core\InjectableFactory;
use Espo\Core\Utils\Log;
use Espo\ORM\EntityManager;
use Espo\Modules\SmartAssistant\Classes\FileStorage\FileStorageFactory;
use Espo\Modules\SmartAssistant\Classes\FileStorage\FileStorageInterface;
use Espo\Modules\NetworkStorageIntegration\Services\NetworkDocumentService;
use Espo\Modules\NetworkStorageIntegration\Classes\StorageClientInterface;
class DocumentAnalyzer
{
@@ -43,17 +43,19 @@ class DocumentAnalyzer
$casePath = $this->getCaseFolderPath($caseId);
if (!$casePath) return ['casePath' => null, 'totalFiles' => 0, 'folders' => [], 'rootFiles' => []];
$storage = $this->getStorage();
$topLevel = $storage->listFolder($casePath);
$client = $this->getStorageClient();
$topLevel = $client->listFolder($casePath);
$folders = []; $rootFiles = []; $totalFiles = 0;
foreach ($topLevel as $item) {
if ($item['isFolder']) {
$isFolder = ($item['type'] ?? null) === 'folder' || !empty($item['isFolder']);
if ($isFolder) {
$subFiles = [];
try {
foreach ($storage->listFolder($item['path']) as $sub) {
if (!$sub['isFolder']) {
$subFiles[] = ['name' => $sub['name'], 'path' => $sub['path'], 'size' => $sub['size'], 'mimeType' => $sub['mimeType'], 'modified' => $sub['modified'] ?? null];
foreach ($client->listFolder($item['path']) as $sub) {
$subIsFolder = ($sub['type'] ?? null) === 'folder' || !empty($sub['isFolder']);
if (!$subIsFolder) {
$subFiles[] = ['name' => $sub['name'], 'path' => $sub['path'], 'size' => $sub['size'] ?? null, 'mimeType' => $sub['mimeType'] ?? null, 'modified' => $sub['modified'] ?? null];
$totalFiles++;
}
}
@@ -62,7 +64,7 @@ class DocumentAnalyzer
}
$folders[] = ['name' => $item['name'], 'path' => $item['path'], 'files' => $subFiles];
} else {
$rootFiles[] = ['name' => $item['name'], 'path' => $item['path'], 'size' => $item['size'], 'mimeType' => $item['mimeType'], 'modified' => $item['modified'] ?? null];
$rootFiles[] = ['name' => $item['name'], 'path' => $item['path'], 'size' => $item['size'] ?? null, 'mimeType' => $item['mimeType'] ?? null, 'modified' => $item['modified'] ?? null];
$totalFiles++;
}
}
@@ -72,17 +74,12 @@ class DocumentAnalyzer
public function extractTextContent(string $filePath): ?string
{
$storage = $this->getStorage();
$parentPath = dirname($filePath);
$client = $this->getStorageClient();
$filename = basename($filePath);
try { $items = $storage->listFolder($parentPath); } catch (\Exception $e) { return null; }
try { $content = $client->downloadFile($filePath); } catch (\Exception $e) { return null; }
$fileSize = null;
foreach ($items as $item) { if ($item['name'] === $filename) { $fileSize = $item['size']; break; } }
if ($fileSize !== null && $fileSize > self::MAX_FILE_SIZE) return null;
try { $content = $storage->downloadFile($filePath); } catch (\Exception $e) { return null; }
if (strlen($content) > self::MAX_FILE_SIZE) return null;
if (!is_dir(self::TMP_DIR)) mkdir(self::TMP_DIR, 0755, true);
$tmpFile = self::TMP_DIR . '/' . uniqid('doc_') . '_' . $filename;
@@ -107,7 +104,7 @@ class DocumentAnalyzer
public function renameDocument(string $sourcePath, string $newName): array
{
$storage = $this->getStorage();
$client = $this->getStorageClient();
$parentPath = dirname($sourcePath);
$oldName = basename($sourcePath);
@@ -120,21 +117,66 @@ class DocumentAnalyzer
$destination = $parentPath . '/' . $newName;
if ($sourcePath === $destination) return ['success' => true, 'oldPath' => $sourcePath, 'newPath' => $destination, 'oldName' => $oldName, 'newName' => $newName];
$storage->move($sourcePath, $destination);
$client->move($sourcePath, $destination);
$this->updateDocumentEntity($sourcePath, $destination);
return ['success' => true, 'oldPath' => $sourcePath, 'newPath' => $destination, 'oldName' => $oldName, 'newName' => $newName];
}
private function getCaseFolderPath(string $caseId): ?string
public function uploadDocument(string $caseId, string $fileName, string $content, ?string $subfolder = null): array
{
$case = $this->entityManager->getEntityById('Case', $caseId);
return $case ? ($case->get('nextCloudFolderPath') ?: null) : null;
$casePath = $this->getCaseFolderPath($caseId);
if (!$casePath) {
throw new Error('Case does not have a document folder configured (networkStorageFolderPath).');
}
$client = $this->getStorageClient();
$targetDir = $casePath;
if ($subfolder) {
$targetDir = $casePath . '/' . trim($subfolder, '/');
if (!$client->exists($targetDir)) {
$client->createFolderRecursive($targetDir);
}
}
$targetPath = $targetDir . '/' . $fileName;
$client->uploadFile($targetPath, $content);
return [
'path' => $targetPath,
'fileName' => $fileName,
'folder' => $subfolder,
];
}
private function getStorage(): FileStorageInterface
public function getCaseFolderPath(string $caseId): ?string
{
return $this->injectableFactory->create(FileStorageFactory::class)->create();
$case = $this->entityManager->getEntityById('Case', $caseId);
if (!$case) return null;
// Try stored path first
$storedPath = $case->get('networkStorageFolderPath') ?: null;
if ($storedPath) return $storedPath;
// Fall back to computed path from NetworkDocumentService
try {
$nds = $this->getNetworkDocumentService();
return $nds->getEntityFolderPath('Case', $caseId);
} catch (\Exception $e) {
$this->log->warning("SmartAssistant: Failed to get case folder path: " . $e->getMessage());
return null;
}
}
private function getStorageClient(): StorageClientInterface
{
return $this->getNetworkDocumentService()->getClient();
}
private function getNetworkDocumentService(): NetworkDocumentService
{
return $this->injectableFactory->create(NetworkDocumentService::class);
}
private function extractFromPdf(string $tmpFile): ?string
@@ -168,10 +210,10 @@ class DocumentAnalyzer
private function updateDocumentEntity(string $oldPath, string $newPath): void
{
try {
$doc = $this->entityManager->getRDBRepository('Document')->where(['nextCloudPath' => $oldPath])->findOne();
$doc = $this->entityManager->getRDBRepository('Document')->where(['networkStoragePath' => $oldPath])->findOne();
if ($doc) {
$doc->set('nextCloudPath', $newPath);
$doc->set('nextCloudFilename', basename($newPath));
$doc->set('networkStoragePath', $newPath);
$doc->set('networkStorageFileName', basename($newPath));
$this->entityManager->saveEntity($doc);
}
} catch (\Exception $e) {}
files/custom/Espo/Modules/SmartAssistant/Services/SmartAssistantService.php
+1 -1
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@@ -18,7 +18,7 @@ class SmartAssistantService
public const NOTE_TYPE_ACTION = 'SmartAction';
// All tools execute inline — Shira has full permissions
private const TOOLS_REQUIRING_CASE = ['change_status', 'schedule_hearing', 'list_documents', 'analyze_document', 'save_memory'];
private const TOOLS_REQUIRING_CASE = ['change_status', 'schedule_hearing', 'list_documents', 'analyze_document', 'upload_document', 'generate_document', 'merge_documents', 'save_memory'];
private EntityManager $entityManager;
private InjectableFactory $injectableFactory;
manifest.json
+2 -2
View File
@@ -3,11 +3,11 @@
"module": "SmartAssistant",
"description": "Unified AI Assistant for Legal CRM — floating chat with case memory, office alerts, and AI Gateway integration",
"author": "klear",
"version": "2.2.0",
"version": "2.3.0",
"acceptableVersions": [
">=8.0.0"
],
"releaseDate": "2026-04-04",
"releaseDate": "2026-04-05",
"php": [
">=8.1"
]