feat: initial SmartAssistant module — unified AI assistant with case memory

Merges CrmAssistant + OfficeAssistant into a single module with: - Floating chat (FAB) with auto office/case mode detection - CaseMemory entity for persistent per-case knowledge - save_memory AI tool for proactive memory saving - Auto-extraction hooks (status changes, hearings) - AlertCalculator for office-level alerts - Full conversation persistence via ConversationRepository - RTL/Hebrew support throughout (fa_IR) 47 files, 0 dependencies on old modules.
2026-03-23 14:38:49 +00:00
commit a148e0f99e
49 changed files with 3866 additions and 0 deletions
@@ -0,0 +1,167 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Controllers;
+
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Acl;
+use Espo\Modules\SmartAssistant\Services\SmartAssistantService;
+use Espo\Modules\SmartAssistant\Services\CaseMemoryService;
+
+class SmartAssistant
+{
+    private InjectableFactory $injectableFactory;
+    private Acl $acl;
+
+    public function __construct(InjectableFactory $injectableFactory, Acl $acl)
+    {
+        $this->injectableFactory = $injectableFactory;
+        $this->acl = $acl;
+    }
+
+    private function getService(): SmartAssistantService
+    {
+        return $this->injectableFactory->create(SmartAssistantService::class);
+    }
+
+    private function checkAccess(): void
+    {
+        if (!$this->acl->checkScope('Case', 'read')) {
+            throw new Forbidden('No access to Case.');
+        }
+    }
+
+    public function postActionChat(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        if (empty($data->message)) {
+            throw new BadRequest('message is required.');
+        }
+
+        $mode = $data->mode ?? 'office';
+        $caseId = $data->caseId ?? null;
+
+        if ($mode === 'case' && empty($caseId)) {
+            throw new BadRequest('caseId is required for case mode.');
+        }
+
+        return $this->getService()->chat(
+            trim($data->message),
+            $mode,
+            $caseId,
+            $data->conversationId ?? null
+        );
+    }
+
+    public function postActionExecute(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        if (empty($data->conversationId) || empty($data->actionId)) {
+            throw new BadRequest('conversationId and actionId are required.');
+        }
+
+        return $this->getService()->executeAction(
+            $data->conversationId,
+            $data->actionId,
+            (bool) ($data->approved ?? false)
+        );
+    }
+
+    public function getActionSummary(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        return $this->getService()->getSummary();
+    }
+
+    public function getActionAlerts(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        return $this->getService()->getAlerts();
+    }
+
+    public function getActionHistory(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $caseId = $request->getQueryParam('caseId');
+        return $this->getService()->getHistory($caseId);
+    }
+
+    public function getActionConversations(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $type = $request->getQueryParam('type');
+        return $this->getService()->getConversations($type);
+    }
+
+    public function getActionConversationMessages(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $key = $request->getQueryParam('conversationKey');
+
+        if (empty($key)) {
+            throw new BadRequest('conversationKey is required.');
+        }
+
+        return $this->getService()->getConversationMessages($key);
+    }
+
+    public function getActionSearchHistory(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $query = $request->getQueryParam('query');
+
+        if (empty($query)) {
+            throw new BadRequest('query is required.');
+        }
+
+        return $this->getService()->searchHistory($query);
+    }
+
+    public function getActionCaseMemory(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $caseId = $request->getQueryParam('caseId');
+
+        if (empty($caseId)) {
+            throw new BadRequest('caseId is required.');
+        }
+
+        $category = $request->getQueryParam('category');
+        $includeArchived = (bool) $request->getQueryParam('includeArchived');
+
+        $service = $this->injectableFactory->create(CaseMemoryService::class);
+        return $service->getMemoriesByCase($caseId, $category, $includeArchived);
+    }
+
+    public function postActionSaveMemory(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        if (empty($data->caseId) || empty($data->content)) {
+            throw new BadRequest('caseId and content are required.');
+        }
+
+        $service = $this->injectableFactory->create(CaseMemoryService::class);
+        $entry = $service->createMemory(
+            $data->caseId,
+            $data->category ?? 'key_facts',
+            $data->name ?? mb_substr($data->content, 0, 100),
+            $data->content,
+            $data->importance ?? 'normal',
+            'manual'
+        );
+
+        return [
+            'success' => true,
+            'id' => $entry->get('id'),
+        ];
+    }
+}