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# SmartAssistant — פרומפט פריסה לסביבת פיתוח
|
||||
|
||||
> **העתק את הפרומפט הבא כהודעה פותחת בשיחה חדשה של Claude Code, מתוך תיקיית הפרויקט.**
|
||||
|
||||
---
|
||||
|
||||
```
|
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## הקשר
|
||||
|
||||
אני עובד על הרחבת SmartAssistant ל-EspoCRM — עוזר AI צף למשרד עורכי דין.
|
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הקוד מוכן (v1.0.3), וצריך להשלים את הפריסה בסביבת הפיתוח.
|
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|
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קרא את DEPLOYMENT_REVIEW.md לסיכום מלא של מה בוצע, מה נבדק, ומה נשאר.
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|
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## סביבת הפיתוח
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|
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- EspoCRM Dev: https://espocrm.dev.marcus-law.co.il (Coolify UUID: c591uqmu49qa5kh7t2z7a2mp)
|
||||
- n8n: https://n8n.dev.marcus-law.co.il
|
||||
- Gitea: https://gitea.dev.marcus-law.co.il (repo: espocrm-extensions/SmartAssistant)
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- קרדנשיאלים ב-Infisical (תיקיות /espocrm, /n8n)
|
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|
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## המשימות — שלב 1: הכנה לפריסה
|
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|
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בצע את המשימות הבאות בסדר. לפני כל שלב — עדכן אותי מה אתה הולך לעשות וחכה לאישור.
|
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|
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### 1. בדיקת תאימות סביבה
|
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- בדוק גרסת EspoCRM בסביבת dev (צריך >= 8.0.0)
|
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- בדוק גרסת PHP (צריך >= 8.1)
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- בדוק שאין שאריות של מודולים ישנים (CrmAssistant / OfficeAssistant הוסרו מהפרויקט)
|
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|
||||
### 2. בדיקת אנטיטי AssistantConversation
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- המודול משתמש באנטיטי AssistantConversation לשמירת שיחות (ראה ConversationRepository.php)
|
||||
- בדוק אם האנטיטי הזה קיים ב-EspoCRM Dev
|
||||
- אם לא קיים — צריך ליצור אותו. בדוק את הקוד ב-ConversationRepository.php כדי להבין אילו שדות נדרשים, והכן entityDefs JSON
|
||||
|
||||
### 3. בניית n8n Workflow לטיפול בצ'אט
|
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זה הרכיב הקריטי החסר. המודול שולח webhook ל-n8n ומצפה לתשובה.
|
||||
|
||||
**Webhook Payload (נשלח מ-EspoCRM):**
|
||||
```json
|
||||
{
|
||||
"message": "הודעת המשתמש",
|
||||
"context": { ... הקשר תיק/משרד מלא ... },
|
||||
"conversationId": "conv_xxx",
|
||||
"conversationHistory": [{ "role": "user/assistant", "content": "..." }],
|
||||
"mode": "office|case"
|
||||
}
|
||||
```
|
||||
|
||||
**Response נדרש (חזרה ל-EspoCRM):**
|
||||
```json
|
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{
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||||
"text": "תשובת העוזר",
|
||||
"actions": [
|
||||
{
|
||||
"tool": "create_task|add_note|change_status|create_meeting|schedule_hearing|list_documents|analyze_document|save_memory|rename_document",
|
||||
"params": { ... },
|
||||
"actionId": "action_xxx",
|
||||
"displayText": "תיאור הפעולה למשתמש"
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
**הפעולות שהעוזר יכול לבקש:**
|
||||
|
||||
| כלי | פרמטרים | דורש אישור |
|
||||
|------|----------|------------|
|
||||
| create_task | name, dateEnd, priority, description | כן |
|
||||
| add_note | text | כן |
|
||||
| change_status | status | כן |
|
||||
| create_meeting | name, dateStart, dateEnd, description | כן |
|
||||
| create_call | name, dateStart, dateEnd, description, direction, status | כן |
|
||||
| schedule_hearing | date, description | כן |
|
||||
| list_documents | — | לא (מיידי) |
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| analyze_document | documentId | כן |
|
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| save_memory | name, content, category, importance | לא (מיידי) |
|
||||
| save_rule | name, rule, scope (global/case/office) | לא (מיידי) |
|
||||
| rename_document | documentId, newName | כן |
|
||||
|
||||
**דרישות ל-Workflow:**
|
||||
- Webhook trigger שמקבל POST
|
||||
- שליחת ההודעה + הקשר ל-LLM (Claude/GPT)
|
||||
- System prompt שמכיר את הכלים הזמינים ואת פורמט התשובה
|
||||
- החזרת JSON תקין בפורמט למעלה
|
||||
- שמירת היסטוריית שיחה (conversationId)
|
||||
- טיפול בשני המצבים (office/case) עם system prompts מתאימים
|
||||
|
||||
### 4. הגדרת Integration ב-EspoCRM
|
||||
אחרי שה-workflow מוכן:
|
||||
- Admin > Integrations > Smart Assistant
|
||||
- webhookUrl = כתובת ה-webhook מ-n8n
|
||||
- apiKey = מפתח אימות (אם הגדרנו)
|
||||
- שאר הערכים: ברירת מחדל
|
||||
|
||||
### 5. בדיקות ידניות ראשונות
|
||||
אחרי הפריסה:
|
||||
- [ ] האם ה-FAB (כפתור צ'אט) מופיע?
|
||||
- [ ] האם ניתן לשלוח הודעה במצב משרד ולקבל תשובה?
|
||||
- [ ] האם ניתן לנווט לתיק ולשלוח הודעה במצב תיק?
|
||||
- [ ] האם פעולות מוצגות לאישור?
|
||||
- [ ] האם ההתראות מופיעות ב-navbar?
|
||||
- [ ] האם הדשלט מציג נתונים?
|
||||
|
||||
## הנחיות
|
||||
|
||||
- השתמש ב-MCP tools (Coolify, Gitea, n8n, Infisical) לכל פעולה
|
||||
- אל תבצע פעולות הרסניות בלי אישור שלי
|
||||
- אם נתקלת בבעיה — תאר מה קרה ומה ניסית, ותשאל מה לעשות
|
||||
- עדכן את DEPLOYMENT_REVIEW.md עם כל ממצא חדש
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## הערות שימוש
|
||||
|
||||
- **היכן להריץ:** בתיקיית `/home/chaim/espocrm-extensions/SmartAssistant`
|
||||
- **MCP נדרשים:** coolify-dev, gitea-dev, n8n-dev, infisical
|
||||
- **משך משוער:** השלב הקריטי הוא בניית ה-n8n workflow (#3) — זה ידרוש עיצוב system prompts ובדיקות
|
||||
- **מה הפרומפט לא כולל:** הסרת מודולים ישנים (תלוי בממצאי שלב 1), הוספת תרגום he_IL (שיפור עתידי)
|
||||
@@ -0,0 +1,454 @@
|
||||
# SmartAssistant v1.0.3 — סיכום מנהלים לפריסה בפיתוח
|
||||
|
||||
**תאריך:** 2026-03-31
|
||||
**גרסה:** 1.0.3 | **תאריך שחרור:** 2026-03-29
|
||||
**סביבת יעד:** EspoCRM Development (https://espocrm.dev.marcus-law.co.il)
|
||||
**מחבר:** klear | **דרישות:** EspoCRM >= 8.0.0, PHP >= 8.1
|
||||
|
||||
---
|
||||
|
||||
## 1. תיאור כללי
|
||||
|
||||
SmartAssistant הוא מודול עוזר AI מאוחד למשרד עורכי דין.
|
||||
|
||||
המודול מספק:
|
||||
- **ממשק צ'אט צף** (Floating Action Button) בכל דפי המערכת
|
||||
- **מצב משרד** — סקירה כללית, התראות, סטטיסטיקות עומס עבודה
|
||||
- **מצב תיק** — סיוע מעמיק בתיק ספציפי עם הקשר מלא
|
||||
- **מערכת זיכרון תיק** (CaseMemory) — מאגר ידע מובנה לכל תיק ב-7 קטגוריות
|
||||
- **ביצוע פעולות באישור** — יצירת משימות, פתקים, דיונים, שינוי סטטוס
|
||||
- **אינטגרציה עם Stream** — כל אינטראקציה מופיעה בציר הזמן של התיק
|
||||
- **התראות בסרגל ניווט** — תיקים לא פעילים, משימות באיחור, דיונים קרובים
|
||||
|
||||
---
|
||||
|
||||
## 2. מה בוצע
|
||||
|
||||
### 2.1 Backend (PHP) — 16 קבצים
|
||||
|
||||
| רכיב | קובץ | תפקיד |
|
||||
|-------|------|--------|
|
||||
| Controller | `Controllers/SmartAssistant.php` | 10 נקודות קצה API (chat, execute, summary, alerts, history, conversations, conversationMessages, searchHistory, caseMemory, saveMemory) |
|
||||
| שירות ראשי | `Services/SmartAssistantService.php` | תזמור מלא: בניית הקשר → קריאת webhook → טיפול בפעולות → שמירת שיחה |
|
||||
| בונה הקשר תיק | `Services/CaseContextBuilder.php` | אוסף: נתוני תיק, אנשי קשר, משימות פתוחות, דיונים קרובים, פתקים אחרונים, זיכרון |
|
||||
| בונה הקשר משרד | `Services/OfficeContextBuilder.php` | סטטיסטיקות כלליות, התראות, עומס עבודה לפי משתמש, drill-down לתיקים |
|
||||
| מחשבון התראות | `Services/AlertCalculator.php` | 6 סוגי התראות: תיקים לא פעילים (14/30 יום), משימות באיחור, דיונים קרובים, תיקים ללא שיוך, משימות בעדיפות גבוהה |
|
||||
| מבצע פעולות | `Services/ActionExecutor.php` | 8 כלים: create_task, add_note, change_status, create_meeting, schedule_hearing, list_documents, analyze_document, save_memory, rename_document |
|
||||
| שירות זיכרון | `Services/CaseMemoryService.php` | CRUD מלא לאנטיטי CaseMemory |
|
||||
| ספק הקשר זיכרון | `Services/CaseMemoryContextProvider.php` | הזרקת זיכרון מוצמד/חשוב להקשר AI |
|
||||
| מאגר שיחות | `Services/ConversationRepository.php` | שמירה ואחזור שיחות ב-AssistantConversation |
|
||||
| מנתח מסמכים | `Services/DocumentAnalyzer.php` | סריקת מסמכים דרך FileStorage |
|
||||
| Hook - שינוי תיק | `Hooks/Case/CaseFieldChangeMemory.php` | זיכרון אוטומטי בשינוי: סטטוס, שופט, בית משפט, מועד דיון |
|
||||
| Hook - דיון | `Hooks/Meeting/HearingScheduledMemory.php` | זיכרון אוטומטי בקביעת דיון חדש |
|
||||
| FileStorage | `Classes/FileStorage/*` | 4 קבצים: Interface, Factory, WebDav, NextCloud |
|
||||
|
||||
### 2.2 Frontend (JavaScript) — 9 קבצים
|
||||
|
||||
| רכיב | תפקיד |
|
||||
|-------|--------|
|
||||
| `floating-chat.js` | ממשק צ'אט צף (~1500 שורות): שליחת הודעות, היסטוריה, זיכרון, אישור/דחיית פעולות, עיצוב RTL, Material Design |
|
||||
| `site/navbar.js` | אייקון התראות בסרגל ניווט עם badge מספרי |
|
||||
| `dashlets/smart-assistant.js` | דשלט לדשבורד: סיכום מדדים + התראות אחרונות |
|
||||
| `dashlets/options/smart-assistant.js` | הגדרות דשלט |
|
||||
| `case/modals/add-memory.js` | מודל להוספת זיכרון ידנית לתיק |
|
||||
| `stream/notes/smart-request.js` | תצוגת הודעת משתמש ב-Stream |
|
||||
| `stream/notes/smart-response.js` | תצוגת תשובת עוזר ב-Stream |
|
||||
| `stream/notes/smart-action.js` | תצוגת פעולה שבוצעה ב-Stream |
|
||||
|
||||
### 2.3 מטא-נתונים וקונפיגורציה — 17 קבצי JSON
|
||||
|
||||
- **routes.json** — 10 נתיבי API
|
||||
- **module.json** — רישום מודול עם clientModule
|
||||
- **entityDefs/** — CaseMemory (אנטיטי חדש, 15 שדות, 4 אינדקסים), Case (שדה cNextHearing), Note (סוגי stream חדשים)
|
||||
- **scopes/CaseMemory.json** — הגדרות scope
|
||||
- **layouts/CaseMemory/** — 4 layouts (list, detail, listSmall, detailSmall)
|
||||
- **dashlets/SmartAssistant.json** — הגדרת דשלט
|
||||
- **integrations/SmartAssistant.json** — 6 שדות הגדרה (webhookUrl, apiKey, maxMessagesPerHour, inactivityWarningDays, inactivityCriticalDays, upcomingHearingDays)
|
||||
- **clientDefs/App.json** — רישום navbar
|
||||
|
||||
### 2.4 תרגומים — 10 קבצים
|
||||
|
||||
- **en_US** — 5 קבצי תרגום (SmartAssistant, CaseMemory, Case, Global, Integration)
|
||||
- **fa_IR** — 5 קבצי תרגום מקבילים (עברית/פרסית)
|
||||
|
||||
### 2.5 בנייה והפצה
|
||||
|
||||
- **build.sh** — סקריפט בנייה: קורא גרסה מ-manifest.json, מעדכן README, יוצר ZIP
|
||||
- **composer.json** — הגדרת חבילה ל-Composer Registry
|
||||
- **4 גרסאות ZIP** — 1.0.0, 1.0.1, 1.0.2, 1.0.3
|
||||
|
||||
---
|
||||
|
||||
## 3. היסטוריית גרסאות ותיקוני באגים
|
||||
|
||||
### v1.0.0 — `a148e0f`
|
||||
- **פיצ'ר ראשוני** — מודול SmartAssistant מלא עם case memory
|
||||
|
||||
### v1.0.0 → v1.0.1 — תיקונים
|
||||
| Commit | תקלה | תיקון |
|
||||
|--------|-------|--------|
|
||||
| `0cdbf6d` | דשלט ירש מ-DashletView שלא קיים בגרסאות חדשות | שונה ל-base View + הוספת getTitle() |
|
||||
| `ffd966a` | לא היה composer.json לפרסום אוטומטי | נוסף composer.json |
|
||||
| `bd1cd17` | גרסה ב-README לא מתעדכנת אוטומטית | build.sh מעדכן README |
|
||||
| `95ca8a0` | חסר תיעוד מקיף | נוסף README מלא בעברית |
|
||||
| `fbe4f82` | נתיבי client לא תואמים לפורמט מודולים של EspoCRM | מיגרציה לנתיבי מודול תקניים |
|
||||
|
||||
### v1.0.1 → v1.0.2 — `f380542`
|
||||
| תקלה | תיקון |
|
||||
|-------|--------|
|
||||
| נתיבי CSS ו-script שגויים ב-app/client.json metadata | תיקון הנתיבים ל-format הנכון |
|
||||
|
||||
### v1.0.2 → v1.0.3 — `d5c8a60`
|
||||
| תקלה | תיקון |
|
||||
|-------|--------|
|
||||
| EspoCRM לא מצליח לרזולב templates בצד לקוח כי חסר clientModule | הוספת `clientModule` ל-module.json |
|
||||
|
||||
### סיכום תקלות שנמצאו ותוקנו
|
||||
|
||||
| # | תקלה | חומרה | סטטוס |
|
||||
|---|-------|--------|--------|
|
||||
| 1 | דשלט ירש מ-class לא קיים | גבוהה | תוקן v1.0.1 |
|
||||
| 2 | נתיבי client לא תקניים לפורמט מודולים | גבוהה | תוקן v1.0.1 |
|
||||
| 3 | נתיבי CSS/script שגויים ב-metadata | בינונית | תוקן v1.0.2 |
|
||||
| 4 | חסר clientModule לרזולוציית templates | גבוהה | תוקן v1.0.3 |
|
||||
|
||||
---
|
||||
|
||||
## 4. מה נבדק
|
||||
|
||||
### נבדק ידנית (על סמך תיקוני הבאגים)
|
||||
- רישום מודול וטעינת client-side assets
|
||||
- תצוגת דשלט בדשבורד
|
||||
- רזולוציית templates בצד לקוח
|
||||
- נתיבי metadata (CSS, scripts)
|
||||
|
||||
### לא נבדק (אין קבצי טסט בפרויקט)
|
||||
- **אין בדיקות יחידה (unit tests)** לקוד PHP
|
||||
- **אין בדיקות אינטגרציה** ל-API endpoints
|
||||
- **אין בדיקות E2E** לממשק הצ'אט
|
||||
- **אין CI/CD pipeline** (אין GitHub Actions / Gitea Actions)
|
||||
|
||||
---
|
||||
|
||||
## 5. דרישות קדם לפריסה בפיתוח
|
||||
|
||||
| דרישה | סטטוס | פירוט |
|
||||
|--------|--------|--------|
|
||||
| EspoCRM >= 8.0.0 | לאמת | לוודא גרסה בסביבת dev |
|
||||
| PHP >= 8.1 | לאמת | לוודא גרסה בשרת |
|
||||
| Webhook URL | **נדרש הגדרה** | יש להגדיר n8n workflow שיקבל את הפניות |
|
||||
| API Key | אופציונלי | לאימות webhook |
|
||||
| AssistantConversation entity | לאמת | נדרש שהאנטיטי קיים |
|
||||
| WebDAV/NextCloud | אופציונלי | רק לפיצ'ר ניתוח מסמכים |
|
||||
|
||||
---
|
||||
|
||||
## 6. מה נשאר לעשות
|
||||
|
||||
### קריטי לפני פריסה
|
||||
| # | משימה | עדיפות |
|
||||
|---|--------|---------|
|
||||
| 1 | **הגדרת n8n workflow** לקבלת webhook מהעוזר (chat endpoint) | קריטי |
|
||||
| 2 | **בדיקת תאימות** עם גרסת EspoCRM בסביבת dev | קריטי |
|
||||
| 3 | **לוודא שאין שאריות** של מודולים ישנים בסביבת dev | קריטי |
|
||||
| 4 | **הגדרת Integration** — webhookUrl + apiKey ב-Admin > Integrations | קריטי |
|
||||
| 5 | **בדיקה שאנטיטי AssistantConversation קיים** או שצריך ליצור אותו | קריטי |
|
||||
|
||||
### חשוב אחרי פריסה
|
||||
| # | משימה | עדיפות |
|
||||
|---|--------|---------|
|
||||
| 6 | **בדיקות ידניות מקיפות** — צ'אט במצב משרד ומצב תיק | גבוהה |
|
||||
| 7 | **בדיקת פעולות** — create_task, add_note, schedule_hearing, change_status | גבוהה |
|
||||
| 8 | **בדיקת hooks** — שינוי סטטוס תיק → זיכרון אוטומטי | גבוהה |
|
||||
| 9 | **בדיקת התראות** — navbar badge + דשלט | בינונית |
|
||||
| 10 | **בדיקת היסטוריה** — שמירה ואחזור שיחות, חיפוש | בינונית |
|
||||
|
||||
### שיפורים עתידיים
|
||||
| # | משימה | עדיפות |
|
||||
|---|--------|---------|
|
||||
| 11 | כתיבת בדיקות יחידה ל-PHP | בינונית |
|
||||
| 12 | הוספת CI/CD pipeline (Gitea Actions) | בינונית |
|
||||
| 13 | הוספת תרגום עברי (he_IL) — כרגע en_US + fa_IR בלבד | בינונית |
|
||||
| 14 | Rate limiting בצד client (כרגע רק בצד server) | נמוכה |
|
||||
| 15 | הצפנת שיחות | נמוכה |
|
||||
|
||||
---
|
||||
|
||||
## 7. תיעוד מפורט של הקוד והקבצים
|
||||
|
||||
### 7.1 ארכיטקטורה כללית
|
||||
|
||||
```
|
||||
┌─────────────────────────────────────────────────┐
|
||||
│ Frontend (JS) │
|
||||
│ floating-chat.js ←→ navbar.js ←→ dashlet.js │
|
||||
│ │ │ │ │
|
||||
│ [צ'אט צף] [התראות navbar] [דשלט דשבורד] │
|
||||
└───────────────────────┬─────────────────────────┘
|
||||
│ REST API (10 endpoints)
|
||||
┌───────────────────────┴─────────────────────────┐
|
||||
│ Controller/SmartAssistant.php │
|
||||
│ chat | execute | summary | alerts | history ... │
|
||||
└───────────────────────┬─────────────────────────┘
|
||||
│
|
||||
┌───────────────────────┴─────────────────────────┐
|
||||
│ SmartAssistantService.php │
|
||||
│ תזמור: הקשר → webhook → פעולות → שמירה │
|
||||
├──────────┬──────────┬──────────┬─────────────────┤
|
||||
│ Context │ Action │ Memory │ Conversation │
|
||||
│ Builders │ Executor │ Service │ Repository │
|
||||
├──────────┴──────────┴──────────┴─────────────────┤
|
||||
│ CaseContext │ OfficeContext │ AlertCalculator │
|
||||
│ Builder │ Builder │ │
|
||||
└───────────────┴──────────────┴───────────────────┘
|
||||
│
|
||||
┌─────────┴──────────┐
|
||||
│ External n8n │
|
||||
│ Webhook (AI) │
|
||||
└────────────────────┘
|
||||
```
|
||||
|
||||
### 7.2 זרימת צ'אט (Chat Flow)
|
||||
|
||||
```
|
||||
1. משתמש שולח הודעה ← floating-chat.js
|
||||
2. POST /SmartAssistant/action/chat { message, caseId?, conversationId }
|
||||
3. Controller → SmartAssistantService::chat()
|
||||
4. בניית הקשר:
|
||||
├─ מצב תיק → CaseContextBuilder (נתוני תיק + אנשי קשר + משימות + דיונים + זיכרון)
|
||||
└─ מצב משרד → OfficeContextBuilder (סטטיסטיקות + התראות)
|
||||
5. קריאת webhook חיצוני (n8n) עם: message + context + history
|
||||
6. קבלת תשובה: { text, actions[] }
|
||||
7. פעולות מיידיות (list_documents, save_memory) → ביצוע אוטומטי
|
||||
8. פעולות הדורשות אישור → שמירה + החזרה למשתמש
|
||||
9. שמירת שיחה ב-ConversationRepository
|
||||
10. שמירת הודעות ב-Stream (smart-request + smart-response notes)
|
||||
```
|
||||
|
||||
### 7.3 פירוט קבצי Backend
|
||||
|
||||
#### `Controllers/SmartAssistant.php` (168 שורות)
|
||||
- **actionChat()** — מקבל message, caseId, conversationId. בודק ACL ל-Case. קורא ל-SmartAssistantService::chat()
|
||||
- **actionExecute()** — מקבל actionId, conversationId. מבצע פעולה שאושרה
|
||||
- **actionSummary()** — מחזיר סיכום משרדי + התראות
|
||||
- **actionAlerts()** — רשימת התראות מלאה
|
||||
- **actionHistory()** — היסטוריית שיחות (לפי caseId או אחרונה)
|
||||
- **actionConversations()** — רשימת שיחות אחרונות
|
||||
- **actionConversationMessages()** — הודעות שיחה ספציפית
|
||||
- **actionSearchHistory()** — חיפוש חופשי בשיחות
|
||||
- **actionCaseMemory()** — זיכרון תיק לפי קטגוריה
|
||||
- **actionSaveMemory()** — שמירת זיכרון ידנית
|
||||
|
||||
#### `Services/SmartAssistantService.php` (~500 שורות)
|
||||
הקובץ המרכזי ביותר. אחראי על:
|
||||
- **chat()** — הזרימה המלאה: בניית הקשר, קריאת webhook, עיבוד פעולות, שמירת שיחה
|
||||
- **callWebhook()** — קריאת CURL ל-n8n עם timeout, headers (X-Api-Key), JSON payload
|
||||
- **processActions()** — מיון פעולות: מיידיות vs. דורשות אישור
|
||||
- **executeAction()** — ביצוע פעולה שאושרה דרך ActionExecutor
|
||||
- **getSummary()** / **getAlerts()** — מצב משרד
|
||||
- **getConversations()** / **getHistory()** / **searchHistory()** — ניהול שיחות
|
||||
|
||||
#### `Services/CaseContextBuilder.php` (~150 שורות)
|
||||
בונה הקשר עשיר לתיק:
|
||||
```php
|
||||
[
|
||||
'case' => [...], // שדות תיק מרכזיים
|
||||
'contacts' => [...], // אנשי קשר מקושרים
|
||||
'openTasks' => [...], // משימות פתוחות (עד 10)
|
||||
'upcomingMeetings' => [...], // דיונים קרובים (עד 5)
|
||||
'recentNotes' => [...], // פתקים אחרונים (עד 10)
|
||||
'memories' => [...], // זיכרון מוצמד + חשוב
|
||||
'stats' => [...] // מספרי סיכום
|
||||
]
|
||||
```
|
||||
|
||||
#### `Services/OfficeContextBuilder.php` (~80 שורות)
|
||||
בונה סיכום משרדי:
|
||||
```php
|
||||
[
|
||||
'totalActiveCases' => int,
|
||||
'casesByStatus' => [...],
|
||||
'overdueTasks' => int,
|
||||
'upcomingHearings' => int,
|
||||
'userWorkload' => [...], // עומס לפי משתמש
|
||||
'alerts' => [...]
|
||||
]
|
||||
```
|
||||
|
||||
#### `Services/ActionExecutor.php` (~250 שורות)
|
||||
מבצע 8 סוגי פעולות:
|
||||
|
||||
| כלי | פרמטרים | פעולה |
|
||||
|------|----------|--------|
|
||||
| `create_task` | name, dateEnd, priority, description | יצירת Task מקושר לתיק |
|
||||
| `add_note` | text | הוספת Post ב-Stream של התיק |
|
||||
| `change_status` | status | שינוי סטטוס (עם validation מול enum) |
|
||||
| `create_meeting` | name, dateStart, dateEnd, description | יצירת Meeting |
|
||||
| `schedule_hearing` | date, description | עדכון cNextHearing + יצירת Meeting |
|
||||
| `list_documents` | — | רשימת מסמכים (read-only, ללא אישור) |
|
||||
| `analyze_document` | documentId | ניתוח מסמך דרך DocumentAnalyzer |
|
||||
| `save_memory` | name, content, category, importance | שמירת CaseMemory (ללא אישור) |
|
||||
| `rename_document` | documentId, newName | שינוי שם קובץ |
|
||||
|
||||
#### `Services/AlertCalculator.php` (~200 שורות)
|
||||
6 סוגי התראות:
|
||||
|
||||
| סוג | לוגיקה | חומרה |
|
||||
|------|--------|--------|
|
||||
| תיק לא פעיל (אזהרה) | modifiedAt < now - 14 יום | warning |
|
||||
| תיק לא פעיל (קריטי) | modifiedAt < now - 30 יום | critical |
|
||||
| משימה באיחור | dateEnd < now, status != Completed | critical |
|
||||
| דיון קרוב | dateStart < now + 7 ימים | warning |
|
||||
| תיק ללא שיוך | status = New, assignedUserId = null | warning |
|
||||
| משימה בעדיפות גבוהה | priority = Urgent, dateEnd < now + 5 ימים | warning |
|
||||
|
||||
#### `Services/CaseMemoryService.php` (106 שורות)
|
||||
CRUD פשוט:
|
||||
- **getMemories()** — לפי caseId, עם סינון אופציונלי לפי category
|
||||
- **saveMemory()** — יצירת רשומת CaseMemory
|
||||
- **updateMemory()** — עדכון
|
||||
- **deleteMemory()** — מחיקה רכה
|
||||
|
||||
#### `Services/CaseMemoryContextProvider.php`
|
||||
מזריק זיכרון להקשר AI:
|
||||
- זיכרון מוצמד (isPinned = true)
|
||||
- זיכרון בחשיבות high/critical
|
||||
- ממוין לפי importance DESC, modifiedAt DESC
|
||||
|
||||
#### `Services/ConversationRepository.php` (~120 שורות)
|
||||
- **save()** — שמירת שיחה באנטיטי AssistantConversation
|
||||
- **getHistory()** — אחזור לפי caseId או אחרון
|
||||
- **getConversations()** — רשימה ממוינת (עד limit)
|
||||
- **getMessages()** — הודעות שיחה ספציפית
|
||||
- **search()** — חיפוש חופשי בתוכן
|
||||
|
||||
#### Hooks
|
||||
- **CaseFieldChangeMemory** — afterSave hook על Case. בודק אם שדות key השתנו (status, cJudge, cCourt, cNextHearing). אם כן, יוצר CaseMemory אוטומטי מסוג `auto` בקטגוריה המתאימה.
|
||||
- **HearingScheduledMemory** — afterSave hook על Meeting. אם סוג Meeting = "Hearing", יוצר CaseMemory בקטגוריה timeline.
|
||||
|
||||
### 7.4 פירוט קבצי Frontend
|
||||
|
||||
#### `floating-chat.js` (~1500 שורות)
|
||||
הקובץ הגדול ביותר. View יחיד שמנהל:
|
||||
- **תצוגת צ'אט** — קלט הודעה, בועות הודעות (משתמש/עוזר), פעולות בהמתנה
|
||||
- **תצוגת היסטוריה** — רשימת שיחות קודמות, טעינת שיחה
|
||||
- **תצוגת זיכרון** — tabs לפי קטגוריה, הוספה/מחיקה/הצמדה
|
||||
- **RTL layout** — כל ה-CSS מותאם לעברית
|
||||
- **עיצוב Material Design** — צבע ראשי #5c6bc0 (אינדיגו), אנימציות slide-up
|
||||
- **רספונסיבי** — breakpoint ב-480px למובייל
|
||||
- **Inline CSS** — כל הסגנונות מוטמעים בקובץ (לא CSS חיצוני)
|
||||
|
||||
#### `site/navbar.js`
|
||||
- מרחיב את navbar הרגיל של EspoCRM
|
||||
- מוסיף אייקון התראות עם badge מספרי
|
||||
- קורא ל-GET /SmartAssistant/action/alerts ומציג ספירה
|
||||
- רענון אוטומטי כל X דקות
|
||||
|
||||
#### `dashlets/smart-assistant.js`
|
||||
- דשלט לדשבורד הראשי
|
||||
- מציג: סה"כ תיקים פעילים, משימות באיחור, דיונים קרובים
|
||||
- רשימת 5 התראות אחרונות
|
||||
- ACL scope = Case
|
||||
|
||||
#### Stream Notes (3 קבצים)
|
||||
- **smart-request.js** — מציג הודעת משתמש עם אייקון שאלה
|
||||
- **smart-response.js** — מציג תשובת עוזר עם markdown rendering
|
||||
- **smart-action.js** — מציג פעולה שבוצעה עם סטטוס (approved/rejected/executed)
|
||||
|
||||
#### `case/modals/add-memory.js`
|
||||
- מודל Espo.Views.Modal סטנדרטי
|
||||
- שדות: name, category (dropdown), content (textarea), importance (dropdown)
|
||||
- POST ל-/SmartAssistant/action/saveMemory
|
||||
|
||||
### 7.5 אנטיטי CaseMemory — מבנה מלא
|
||||
|
||||
```
|
||||
שדות:
|
||||
├── name (varchar, required) — כותרת הזיכרון
|
||||
├── case (link → Case, required) — תיק משויך
|
||||
├── category (enum) — key_facts | strategy | decisions | contacts_notes | timeline | documents_notes | billing_notes
|
||||
├── content (text, required) — תוכן מלא
|
||||
├── source (enum, readOnly) — manual | assistant | auto
|
||||
├── importance (enum) — low | normal | high | critical
|
||||
├── isPinned (bool) — הצמדה לגישה מהירה
|
||||
├── isArchived (bool) — הסתרת רשומות ישנות
|
||||
├── sourceEntityType (varchar, readOnly) — סוג מקור (למעקב)
|
||||
├── sourceEntityId (varchar, readOnly) — ID מקור
|
||||
├── assignedUser (link → User)
|
||||
├── teams (linkMultiple → Team)
|
||||
├── createdAt, modifiedAt (datetime)
|
||||
└── createdBy, modifiedBy (link → User)
|
||||
|
||||
אינדקסים:
|
||||
├── caseId + deleted
|
||||
├── caseId + category + deleted
|
||||
├── caseId + isPinned + deleted
|
||||
└── importance + deleted
|
||||
```
|
||||
|
||||
### 7.6 הגדרות אינטגרציה
|
||||
|
||||
**Admin > Integrations > Smart Assistant:**
|
||||
|
||||
| שדה | סוג | ברירת מחדל | תיאור |
|
||||
|------|------|------------|--------|
|
||||
| webhookUrl | url | — | כתובת webhook (n8n) |
|
||||
| apiKey | varchar(255) | — | מפתח אימות, נשלח כ-X-Api-Key header |
|
||||
| maxMessagesPerHour | int | 30 | הגבלת קצב |
|
||||
| inactivityWarningDays | int | 14 | סף אזהרה לחוסר פעילות |
|
||||
| inactivityCriticalDays | int | 30 | סף קריטי |
|
||||
| upcomingHearingDays | int | 7 | חלון דיונים קרובים |
|
||||
|
||||
### 7.7 פורמט Webhook
|
||||
|
||||
**Request (נשלח ל-n8n):**
|
||||
```json
|
||||
{
|
||||
"message": "מה המצב של תיק כהן?",
|
||||
"context": {
|
||||
"case": { "name": "כהן נ' לוי", "status": "Active", ... },
|
||||
"contacts": [...],
|
||||
"openTasks": [...],
|
||||
"memories": [...]
|
||||
},
|
||||
"conversationId": "conv_abc123",
|
||||
"conversationHistory": [
|
||||
{ "role": "user", "content": "..." },
|
||||
{ "role": "assistant", "content": "..." }
|
||||
],
|
||||
"mode": "case"
|
||||
}
|
||||
```
|
||||
|
||||
**Response (נדרש מ-n8n):**
|
||||
```json
|
||||
{
|
||||
"text": "תיק כהן פעיל. יש 3 משימות פתוחות ודיון ב-15 באפריל.",
|
||||
"actions": [
|
||||
{
|
||||
"tool": "create_task",
|
||||
"params": { "name": "הכנת סיכומים לדיון", "dateEnd": "2026-04-14" },
|
||||
"actionId": "action_xyz789",
|
||||
"displayText": "יצירת משימה: הכנת סיכומים לדיון"
|
||||
}
|
||||
]
|
||||
}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 8. סיכום מוכנות לפריסה
|
||||
|
||||
| קריטריון | סטטוס | הערות |
|
||||
|-----------|--------|--------|
|
||||
| קוד backend | מוכן | 16 קבצי PHP, ארכיטקטורה נקייה |
|
||||
| קוד frontend | מוכן | 9 קבצי JS, עיצוב RTL |
|
||||
| מטא-נתונים | מוכן | תוקן ב-v1.0.1-1.0.3 |
|
||||
| תרגומים | חלקי | en_US + fa_IR, חסר he_IL ייעודי |
|
||||
| קובץ התקנה | מוכן | SmartAssistant-1.0.3.zip |
|
||||
| n8n workflow | **חסר** | צריך לבנות workflow שיטפל ב-chat |
|
||||
| בדיקות אוטומטיות | **אין** | אין unit/integration/E2E tests |
|
||||
| CI/CD | **אין** | אין pipeline |
|
||||
| תיעוד | מוכן | README מקיף בעברית |
|
||||
|
||||
**המלצה:** המודול מוכן טכנית לפריסה בסביבת פיתוח. יש להגדיר webhook URL (n8n workflow) לפני שהצ'אט יהיה פונקציונלי. מומלץ לבצע בדיקות ידניות מקיפות לאחר ההתקנה.
|
||||
@@ -1,6 +1,6 @@
|
||||
# SmartAssistant - עוזר חכם
|
||||
|
||||
**גרסה:** 1.1.7 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
|
||||
**גרסה:** 2.7.0 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
|
||||
|
||||
## תיאור
|
||||
עוזר AI מאוחד למשרד עורכי דין. מספק ממשק צ'אט צף עם שני מצבי עבודה: **מצב משרד** (סקירה כללית, התראות, סטטיסטיקות) ו**מצב תיק** (סיוע מעמיק בתיק ספציפי). כולל מערכת זיכרון תיק מובנית, ביצוע פעולות באישור המשתמש, ואינטגרציה עם Stream של EspoCRM.
|
||||
|
||||
Binary file not shown.
Binary file not shown.
Binary file not shown.
@@ -4,13 +4,16 @@ set -euo pipefail
|
||||
VERSION=$(python3 -c "import json; print(json.load(open('manifest.json'))['version'])")
|
||||
MODULE=$(python3 -c "import json; m=json.load(open('manifest.json')); print(m.get('module', m['name']))")
|
||||
ZIPNAME="${MODULE}-${VERSION}.zip"
|
||||
BUILDDIR="build"
|
||||
|
||||
# Update version in README.md if it exists
|
||||
if [[ -f README.md ]]; then
|
||||
sed -i "s/\*\*גרסה:\*\* [^ |]*/\*\*גרסה:\*\* ${VERSION}/" README.md
|
||||
fi
|
||||
|
||||
mkdir -p "$BUILDDIR"
|
||||
echo "Building $ZIPNAME..."
|
||||
rm -f "$ZIPNAME"
|
||||
zip -r "$ZIPNAME" manifest.json files/ \
|
||||
-x "*.DS_Store" "*__MACOSX*" "*.zip"
|
||||
echo "✓ Built: $ZIPNAME ($(du -h "$ZIPNAME" | cut -f1))"
|
||||
rm -f "$BUILDDIR/$ZIPNAME"
|
||||
zip -r "$BUILDDIR/$ZIPNAME" manifest.json files/ \
|
||||
-x "*.DS_Store" "*__MACOSX*"
|
||||
echo "✓ Built: $BUILDDIR/$ZIPNAME ($(du -h "$BUILDDIR/$ZIPNAME" | cut -f1))"
|
||||
|
||||
Binary file not shown.
|
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 27 KiB |
@@ -24,7 +24,7 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
|
||||
afterRender: function () {
|
||||
this._alerts = [];
|
||||
this._summary = {};
|
||||
this._activeType = null;
|
||||
this._activeType = 'attention';
|
||||
|
||||
var self = this;
|
||||
Espo.Ajax.getRequest('SmartAssistant/action/status').then(function (result) {
|
||||
@@ -54,10 +54,10 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
|
||||
|
||||
renderCards: function (summary) {
|
||||
var cards = [
|
||||
{type: 'open', label: 'תיקים פתוחים', value: summary.totalOpenCases || 0, color: '#1565c0', bg: '#e3f2fd', icon: 'fa-folder-open'},
|
||||
{type: 'attention', label: 'דורשים תשומת לב', value: summary.casesNeedingAttention || 0, color: '#f9a825', bg: '#fff9c4', icon: 'fa-bell'},
|
||||
{type: 'overdue', label: 'משימות באיחור', value: summary.totalOverdueTasks || 0, color: '#c62828', bg: '#ffcdd2', icon: 'fa-exclamation-circle'},
|
||||
{type: 'hearings', label: 'דיונים השבוע', value: summary.upcomingHearings7d || 0, color: '#e65100', bg: '#fff3e0', icon: 'fa-gavel'},
|
||||
{type: 'attention', label: 'דורשים תשומת לב', value: summary.casesNeedingAttention || 0, color: '#f9a825', bg: '#fff9c4', icon: 'fa-bell'},
|
||||
{type: 'open', label: 'תיקים פתוחים', value: summary.totalOpenCases || 0, color: '#1565c0', bg: '#e3f2fd', icon: 'fa-folder-open'},
|
||||
];
|
||||
|
||||
var self = this;
|
||||
|
||||
@@ -3,8 +3,10 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
|
||||
return View.extend({
|
||||
|
||||
templateContent: '' +
|
||||
'<div class="sa-fab" title="{{translate \'Smart Assistant\' scope=\'SmartAssistant\'}}">' +
|
||||
' <img src="client/custom/modules/smart-assistant/img/shira-avatar.png" class="sa-fab-avatar" alt="שירה">' +
|
||||
'<div class="sa-fab-wrapper">' +
|
||||
' <div class="sa-fab" title="{{translate \'Smart Assistant\' scope=\'SmartAssistant\'}}">' +
|
||||
' <img src="client/custom/modules/smart-assistant/img/shira-avatar.png" class="sa-fab-avatar" alt="שירה">' +
|
||||
' </div>' +
|
||||
' <span class="sa-fab-badge" style="display:none;"></span>' +
|
||||
'</div>' +
|
||||
'<div class="sa-chat-panel" style="display:none;">' +
|
||||
@@ -22,6 +24,9 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
|
||||
' <button class="btn btn-link sa-new-btn" type="button" title="{{translate \'New Conversation\' scope=\'SmartAssistant\'}}">' +
|
||||
' <span class="fas fa-plus"></span>' +
|
||||
' </button>' +
|
||||
' <button class="btn btn-link sa-expand-btn" type="button" title="{{translate \'Expand\' scope=\'SmartAssistant\'}}">' +
|
||||
' <span class="fas fa-expand-alt"></span>' +
|
||||
' </button>' +
|
||||
' <button class="btn btn-link sa-close-btn" type="button">' +
|
||||
' <span class="fas fa-times"></span>' +
|
||||
' </button>' +
|
||||
@@ -60,11 +65,15 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
|
||||
'</div>' +
|
||||
'<style>' +
|
||||
'.smart-assistant-fab-container { position: fixed; bottom: 24px; left: 24px; z-index: 1050; direction: rtl; font-family: inherit; }' +
|
||||
'.sa-fab { width: 56px; height: 56px; border-radius: 50%; background: #fff; display: flex; align-items: center; justify-content: center; cursor: pointer; box-shadow: 0 4px 12px rgba(0,0,0,0.25); transition: transform 0.2s; position: relative; overflow: hidden; }' +
|
||||
'.sa-fab-wrapper { position: relative; display: inline-block; }' +
|
||||
'.sa-fab { width: 56px; height: 56px; border-radius: 50%; background: transparent; display: flex; align-items: center; justify-content: center; cursor: pointer; box-shadow: 0 4px 12px rgba(0,0,0,0.25); transition: transform 0.2s; overflow: hidden; }' +
|
||||
'.sa-fab:hover { transform: scale(1.08); }' +
|
||||
'.sa-fab-avatar { width: 100%; height: 100%; object-fit: cover; border-radius: 50%; }' +
|
||||
'.sa-fab-badge { position: absolute; top: -4px; right: -4px; background: #c62828; color: #fff; border-radius: 10px; min-width: 20px; height: 20px; font-size: 11px; font-weight: bold; display: flex; align-items: center; justify-content: center; padding: 0 5px; }' +
|
||||
'.sa-chat-panel { position: absolute; bottom: 68px; left: 0; width: 400px; max-height: 600px; background: #fff; border-radius: 12px; box-shadow: 0 8px 32px rgba(0,0,0,0.18); display: flex; flex-direction: column; overflow: hidden; animation: sa-slide-up 0.25s ease-out; }' +
|
||||
'.sa-fab-avatar { width: 100%; height: 100%; object-fit: cover; }' +
|
||||
'.sa-fab-badge { position: absolute; top: -4px; right: -4px; background: #c62828; color: #fff; border-radius: 10px; min-width: 20px; height: 20px; font-size: 11px; font-weight: bold; display: flex; align-items: center; justify-content: center; padding: 0 5px; z-index: 1; }' +
|
||||
'.sa-chat-panel { position: absolute; bottom: 68px; left: 0; width: 400px; max-height: 600px; background: #fff; border-radius: 12px; box-shadow: 0 8px 32px rgba(0,0,0,0.18); display: flex; flex-direction: column; overflow: hidden; animation: sa-slide-up 0.25s ease-out; transition: width 0.3s ease, max-height 0.3s ease; }' +
|
||||
'.sa-chat-panel.sa-expanded { width: 700px; max-height: 85vh; }' +
|
||||
'.sa-chat-panel.sa-expanded .sa-chat-messages { max-height: calc(85vh - 180px); }' +
|
||||
'.sa-chat-panel.sa-expanded .sa-history-list, .sa-chat-panel.sa-expanded .sa-memory-list { max-height: calc(85vh - 200px); }' +
|
||||
'@keyframes sa-slide-up { from { opacity: 0; transform: translateY(16px); } to { opacity: 1; transform: translateY(0); } }' +
|
||||
'.sa-chat-header { display: flex; align-items: center; padding: 10px 16px; background: #5c6bc0; color: #fff; gap: 8px; }' +
|
||||
'.sa-chat-title { font-size: 15px; font-weight: 600; white-space: nowrap; }' +
|
||||
@@ -119,7 +128,7 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
|
||||
'.sa-badge-source { background: #f3e5f5; color: #7b1fa2; }' +
|
||||
'.sa-memory-entry-content { font-size: 12px; color: #555; line-height: 1.4; max-height: 60px; overflow: hidden; }' +
|
||||
'.sa-memory-entry-meta { font-size: 10px; color: #999; margin-top: 4px; }' +
|
||||
'@media (max-width: 480px) { .sa-chat-panel { width: calc(100vw - 48px); left: 0; } .smart-assistant-fab-container { bottom: 16px; left: 16px; } }' +
|
||||
'@media (max-width: 480px) { .sa-chat-panel { width: calc(100vw - 48px); left: 0; } .sa-chat-panel.sa-expanded { width: calc(100vw - 48px); } .smart-assistant-fab-container { bottom: 16px; left: 16px; } }' +
|
||||
'</style>',
|
||||
|
||||
conversationId: null,
|
||||
@@ -128,12 +137,14 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
|
||||
currentCaseId: null,
|
||||
currentCaseName: null,
|
||||
currentView: 'chat',
|
||||
isExpanded: false,
|
||||
currentMemoryCategory: null,
|
||||
memoryData: null,
|
||||
|
||||
events: {
|
||||
'click .sa-fab': function () { this.togglePanel(); },
|
||||
'click .sa-close-btn': function () { this.closePanel(); },
|
||||
'click .sa-expand-btn': function () { this.toggleExpand(); },
|
||||
'click .sa-chat-send': function () { this.sendMessage(); },
|
||||
'click .sa-history-btn': function () { this.showHistory(); },
|
||||
'click .sa-new-btn': function () { this.startNewConversation(); },
|
||||
@@ -257,7 +268,26 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
|
||||
|
||||
closePanel: function () {
|
||||
this.isOpen = false;
|
||||
this.$el.find('.sa-chat-panel').css('display', 'none');
|
||||
this.isExpanded = false;
|
||||
var $panel = this.$el.find('.sa-chat-panel');
|
||||
$panel.removeClass('sa-expanded').css('display', 'none');
|
||||
this.$el.find('.sa-expand-btn .fas').removeClass('fa-compress-alt').addClass('fa-expand-alt');
|
||||
},
|
||||
|
||||
toggleExpand: function () {
|
||||
this.isExpanded = !this.isExpanded;
|
||||
var $panel = this.$el.find('.sa-chat-panel');
|
||||
var $icon = this.$el.find('.sa-expand-btn .fas');
|
||||
|
||||
if (this.isExpanded) {
|
||||
$panel.addClass('sa-expanded');
|
||||
$icon.removeClass('fa-expand-alt').addClass('fa-compress-alt');
|
||||
} else {
|
||||
$panel.removeClass('sa-expanded');
|
||||
$icon.removeClass('fa-compress-alt').addClass('fa-expand-alt');
|
||||
}
|
||||
|
||||
this.scrollToBottom();
|
||||
},
|
||||
|
||||
showChat: function () {
|
||||
@@ -444,7 +474,7 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
|
||||
payload.caseId = this.currentCaseId;
|
||||
}
|
||||
|
||||
Espo.Ajax.postRequest('SmartAssistant/action/chat', payload).then(function (response) {
|
||||
Espo.Ajax.postRequest('SmartAssistant/action/chat', payload, {timeout: 180000}).then(function (response) {
|
||||
self.conversationId = response.conversationId;
|
||||
$loading.remove();
|
||||
|
||||
@@ -738,7 +768,7 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
|
||||
recordView.model.trigger('update-all');
|
||||
}
|
||||
|
||||
if (entityType === 'Task' || entityType === 'Meeting') {
|
||||
if (entityType === 'Task' || entityType === 'Meeting' || entityType === 'Call') {
|
||||
var sideView = currentView.getView('side');
|
||||
|
||||
if (sideView) {
|
||||
|
||||
@@ -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);
|
||||
}
|
||||
}
|
||||
@@ -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;
|
||||
}
|
||||
@@ -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); }
|
||||
}
|
||||
@@ -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;
|
||||
}
|
||||
}
|
||||
@@ -9,17 +9,23 @@ use Espo\Core\Exceptions\Forbidden;
|
||||
use Espo\Core\InjectableFactory;
|
||||
use Espo\Core\Acl;
|
||||
use Espo\Modules\SmartAssistant\Services\SmartAssistantService;
|
||||
use Espo\Modules\SmartAssistant\Services\ActionExecutor;
|
||||
use Espo\Modules\SmartAssistant\Services\CaseMemoryService;
|
||||
use Espo\Modules\SmartAssistant\Services\DocumentAnalyzer;
|
||||
use Espo\Modules\SmartAssistant\Services\GenericTemplateGenerator;
|
||||
use Espo\Entities\User;
|
||||
|
||||
class SmartAssistant
|
||||
{
|
||||
private InjectableFactory $injectableFactory;
|
||||
private Acl $acl;
|
||||
private User $user;
|
||||
|
||||
public function __construct(InjectableFactory $injectableFactory, Acl $acl)
|
||||
public function __construct(InjectableFactory $injectableFactory, Acl $acl, User $user)
|
||||
{
|
||||
$this->injectableFactory = $injectableFactory;
|
||||
$this->acl = $acl;
|
||||
$this->user = $user;
|
||||
}
|
||||
|
||||
private function getService(): SmartAssistantService
|
||||
@@ -169,4 +175,130 @@ class SmartAssistant
|
||||
'id' => $entry->get('id'),
|
||||
];
|
||||
}
|
||||
|
||||
public function postActionExecuteTool(Request $request, Response $response): array
|
||||
{
|
||||
$this->checkAccess();
|
||||
$data = $request->getParsedBody();
|
||||
|
||||
if (empty($data->tool)) {
|
||||
throw new BadRequest('tool is required.');
|
||||
}
|
||||
|
||||
$tool = $data->tool;
|
||||
$params = (array) ($data->params ?? []);
|
||||
$caseId = $data->caseId ?? null;
|
||||
|
||||
$executor = $this->injectableFactory->create(ActionExecutor::class);
|
||||
|
||||
return $executor->execute($tool, $params, $caseId, $this->user->getId());
|
||||
}
|
||||
|
||||
public function postActionReadDocument(Request $request, Response $response): array
|
||||
{
|
||||
$this->checkAccess();
|
||||
$data = $request->getParsedBody();
|
||||
|
||||
$filePath = $data->filePath ?? null;
|
||||
if (empty($filePath)) {
|
||||
throw new BadRequest('filePath is required.');
|
||||
}
|
||||
|
||||
$maxLength = isset($data->maxLength) ? (int) $data->maxLength : null;
|
||||
|
||||
$analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
|
||||
$text = $analyzer->extractFullText($filePath, $maxLength);
|
||||
|
||||
return [
|
||||
'success' => $text !== null,
|
||||
'text' => $text,
|
||||
'fileName' => basename($filePath),
|
||||
'charCount' => $text !== null ? mb_strlen($text) : 0,
|
||||
];
|
||||
}
|
||||
|
||||
public function postActionReadMultipleDocuments(Request $request, Response $response): array
|
||||
{
|
||||
$this->checkAccess();
|
||||
$data = $request->getParsedBody();
|
||||
|
||||
$filePaths = $data->filePaths ?? [];
|
||||
if (empty($filePaths)) {
|
||||
throw new BadRequest('filePaths is required (array of file paths).');
|
||||
}
|
||||
|
||||
$maxPerFile = isset($data->maxCharsPerFile) ? (int) $data->maxCharsPerFile : 50000;
|
||||
|
||||
$analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
|
||||
$results = $analyzer->extractMultipleDocuments((array) $filePaths, $maxPerFile);
|
||||
|
||||
return [
|
||||
'success' => true,
|
||||
'documents' => $results,
|
||||
];
|
||||
}
|
||||
|
||||
public function postActionBatchRename(Request $request, Response $response): array
|
||||
{
|
||||
$this->checkAccess();
|
||||
$data = $request->getParsedBody();
|
||||
|
||||
$renames = $data->renames ?? [];
|
||||
if (empty($renames)) {
|
||||
throw new BadRequest('renames is required (array of {sourcePath, newName}).');
|
||||
}
|
||||
|
||||
$analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
|
||||
$results = [];
|
||||
$successCount = 0;
|
||||
|
||||
foreach ($renames as $rename) {
|
||||
$rename = (array) $rename;
|
||||
$sourcePath = $rename['sourcePath'] ?? null;
|
||||
$newName = $rename['newName'] ?? null;
|
||||
|
||||
if (!$sourcePath || !$newName) {
|
||||
$results[] = ['success' => false, 'error' => 'Missing sourcePath or newName'];
|
||||
continue;
|
||||
}
|
||||
|
||||
try {
|
||||
$result = $analyzer->renameDocument($sourcePath, $newName);
|
||||
$results[] = ['success' => true, 'oldName' => $result['oldName'], 'newName' => $result['newName']];
|
||||
$successCount++;
|
||||
} catch (\Exception $e) {
|
||||
$results[] = ['success' => false, 'oldName' => basename($sourcePath), 'error' => $e->getMessage()];
|
||||
}
|
||||
}
|
||||
|
||||
return [
|
||||
'success' => true,
|
||||
'totalCount' => count($renames),
|
||||
'successCount' => $successCount,
|
||||
'results' => $results,
|
||||
];
|
||||
}
|
||||
|
||||
public function postActionGenerateFromTemplate(Request $request, Response $response): array
|
||||
{
|
||||
$this->checkAccess();
|
||||
$data = $request->getParsedBody();
|
||||
|
||||
$templateId = $data->templateId ?? null;
|
||||
$caseId = $data->caseId ?? null;
|
||||
|
||||
if (empty($templateId)) {
|
||||
throw new BadRequest('templateId is required.');
|
||||
}
|
||||
if (empty($caseId)) {
|
||||
throw new BadRequest('caseId is required.');
|
||||
}
|
||||
|
||||
$documentSubject = $data->documentSubject ?? null;
|
||||
$customPlaceholders = (array) ($data->customPlaceholders ?? []);
|
||||
|
||||
$generator = $this->injectableFactory->create(GenericTemplateGenerator::class);
|
||||
|
||||
return $generator->generate($templateId, $caseId, $documentSubject, $customPlaceholders);
|
||||
}
|
||||
}
|
||||
|
||||
@@ -0,0 +1,22 @@
|
||||
{
|
||||
"labels": {
|
||||
"Create AssistantRule": "Create Rule"
|
||||
},
|
||||
"fields": {
|
||||
"name": "Name",
|
||||
"rule": "Rule",
|
||||
"scope": "Scope",
|
||||
"isActive": "Active",
|
||||
"createdAt": "Created At",
|
||||
"modifiedAt": "Modified At",
|
||||
"createdBy": "Created By",
|
||||
"modifiedBy": "Modified By"
|
||||
},
|
||||
"options": {
|
||||
"scope": {
|
||||
"global": "Global",
|
||||
"case": "Case Mode",
|
||||
"office": "Office Mode"
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -1,10 +1,12 @@
|
||||
{
|
||||
"scopeNames": {
|
||||
"CaseMemory": "Case Memory",
|
||||
"AssistantRule": "Assistant Rule",
|
||||
"SmartAssistant": "Smart Assistant"
|
||||
},
|
||||
"scopeNamesPlural": {
|
||||
"CaseMemory": "Case Memories",
|
||||
"AssistantRule": "Assistant Rules",
|
||||
"SmartAssistant": "Smart Assistant"
|
||||
}
|
||||
}
|
||||
|
||||
@@ -3,6 +3,7 @@
|
||||
"fields": {
|
||||
"webhookUrl": "Webhook URL",
|
||||
"apiKey": "API Key",
|
||||
"espocrmApiKey": "EspoCRM API Key",
|
||||
"maxMessagesPerHour": "Max Messages Per Hour",
|
||||
"inactivityWarningDays": "Inactivity Warning Days",
|
||||
"inactivityCriticalDays": "Inactivity Critical Days",
|
||||
|
||||
@@ -0,0 +1,22 @@
|
||||
{
|
||||
"labels": {
|
||||
"Create AssistantRule": "הוסף כלל"
|
||||
},
|
||||
"fields": {
|
||||
"name": "שם",
|
||||
"rule": "כלל",
|
||||
"scope": "היקף",
|
||||
"isActive": "פעיל",
|
||||
"createdAt": "נוצר בתאריך",
|
||||
"modifiedAt": "עודכן בתאריך",
|
||||
"createdBy": "נוצר על ידי",
|
||||
"modifiedBy": "עודכן על ידי"
|
||||
},
|
||||
"options": {
|
||||
"scope": {
|
||||
"global": "גלובלי",
|
||||
"case": "מצב תיק",
|
||||
"office": "מצב משרד"
|
||||
}
|
||||
}
|
||||
}
|
||||
@@ -1,10 +1,12 @@
|
||||
{
|
||||
"scopeNames": {
|
||||
"CaseMemory": "זיכרון תיק",
|
||||
"AssistantRule": "כלל התנהגות",
|
||||
"SmartAssistant": "עוזר חכם"
|
||||
},
|
||||
"scopeNamesPlural": {
|
||||
"CaseMemory": "זיכרונות תיקים",
|
||||
"AssistantRule": "כללי התנהגות",
|
||||
"SmartAssistant": "עוזר חכם"
|
||||
}
|
||||
}
|
||||
|
||||
@@ -3,6 +3,7 @@
|
||||
"fields": {
|
||||
"webhookUrl": "כתובת Webhook",
|
||||
"apiKey": "מפתח API",
|
||||
"espocrmApiKey": "מפתח API של EspoCRM",
|
||||
"maxMessagesPerHour": "מקסימום הודעות לשעה",
|
||||
"inactivityWarningDays": "ימים לאזהרת חוסר פעילות",
|
||||
"inactivityCriticalDays": "ימים לאזהרה קריטית",
|
||||
|
||||
+56
@@ -0,0 +1,56 @@
|
||||
{
|
||||
"fields": {
|
||||
"name": {
|
||||
"type": "varchar",
|
||||
"maxLength": 255,
|
||||
"required": true
|
||||
},
|
||||
"rule": {
|
||||
"type": "text",
|
||||
"required": true
|
||||
},
|
||||
"scope": {
|
||||
"type": "enum",
|
||||
"options": ["global", "case", "office"],
|
||||
"default": "global"
|
||||
},
|
||||
"isActive": {
|
||||
"type": "bool",
|
||||
"default": true
|
||||
},
|
||||
"createdAt": {
|
||||
"type": "datetime",
|
||||
"readOnly": true
|
||||
},
|
||||
"modifiedAt": {
|
||||
"type": "datetime",
|
||||
"readOnly": true
|
||||
},
|
||||
"createdBy": {
|
||||
"type": "link",
|
||||
"readOnly": true
|
||||
},
|
||||
"modifiedBy": {
|
||||
"type": "link",
|
||||
"readOnly": true
|
||||
}
|
||||
},
|
||||
"links": {
|
||||
"createdBy": {
|
||||
"type": "belongsTo",
|
||||
"entity": "User"
|
||||
},
|
||||
"modifiedBy": {
|
||||
"type": "belongsTo",
|
||||
"entity": "User"
|
||||
}
|
||||
},
|
||||
"indexes": {
|
||||
"isActive": {
|
||||
"columns": ["isActive", "deleted"]
|
||||
},
|
||||
"scope": {
|
||||
"columns": ["scope", "isActive", "deleted"]
|
||||
}
|
||||
}
|
||||
}
|
||||
+16
@@ -8,6 +8,10 @@
|
||||
"type": "varchar",
|
||||
"maxLength": 255
|
||||
},
|
||||
"espocrmApiKey": {
|
||||
"type": "varchar",
|
||||
"maxLength": 255
|
||||
},
|
||||
"maxMessagesPerHour": {
|
||||
"type": "int",
|
||||
"default": 30
|
||||
@@ -23,6 +27,18 @@
|
||||
"upcomingHearingDays": {
|
||||
"type": "int",
|
||||
"default": 7
|
||||
},
|
||||
"maxDocumentChars": {
|
||||
"type": "int",
|
||||
"default": 100000
|
||||
},
|
||||
"agenticLoopEnabled": {
|
||||
"type": "bool",
|
||||
"default": true
|
||||
},
|
||||
"maxAgenticLoops": {
|
||||
"type": "int",
|
||||
"default": 3
|
||||
}
|
||||
},
|
||||
"allowUserAccess": false,
|
||||
|
||||
+11
@@ -0,0 +1,11 @@
|
||||
[
|
||||
{
|
||||
"label": "Overview",
|
||||
"rows": [
|
||||
[{"name": "name"}, {"name": "scope"}],
|
||||
[{"name": "isActive"}, false],
|
||||
[{"name": "rule", "fullWidth": true}],
|
||||
[{"name": "createdAt"}, {"name": "createdBy"}]
|
||||
]
|
||||
}
|
||||
]
|
||||
+7
@@ -0,0 +1,7 @@
|
||||
[
|
||||
{"name": "name", "width": 35, "link": true},
|
||||
{"name": "rule", "width": 30},
|
||||
{"name": "scope", "width": 10},
|
||||
{"name": "isActive", "width": 10},
|
||||
{"name": "createdAt", "width": 15}
|
||||
]
|
||||
@@ -0,0 +1,11 @@
|
||||
{
|
||||
"entity": true,
|
||||
"object": true,
|
||||
"module": "SmartAssistant",
|
||||
"acl": true,
|
||||
"aclActionList": ["create", "read", "edit", "delete"],
|
||||
"aclLevelList": ["all", "team", "own", "no"],
|
||||
"stream": false,
|
||||
"tab": false,
|
||||
"disabled": false
|
||||
}
|
||||
@@ -86,5 +86,13 @@
|
||||
"controller": "SmartAssistant",
|
||||
"action": "saveMemory"
|
||||
}
|
||||
},
|
||||
{
|
||||
"route": "/SmartAssistant/action/executeTool",
|
||||
"method": "post",
|
||||
"params": {
|
||||
"controller": "SmartAssistant",
|
||||
"action": "executeTool"
|
||||
}
|
||||
}
|
||||
]
|
||||
|
||||
@@ -7,18 +7,21 @@ use Espo\Core\Exceptions\NotFound;
|
||||
use Espo\Core\InjectableFactory;
|
||||
use Espo\ORM\EntityManager;
|
||||
use Espo\Core\Utils\Log;
|
||||
use Espo\Core\Utils\Metadata;
|
||||
|
||||
class ActionExecutor
|
||||
{
|
||||
private EntityManager $entityManager;
|
||||
private InjectableFactory $injectableFactory;
|
||||
private Log $log;
|
||||
private Metadata $metadata;
|
||||
|
||||
public function __construct(EntityManager $entityManager, InjectableFactory $injectableFactory, Log $log)
|
||||
public function __construct(EntityManager $entityManager, InjectableFactory $injectableFactory, Log $log, Metadata $metadata)
|
||||
{
|
||||
$this->entityManager = $entityManager;
|
||||
$this->injectableFactory = $injectableFactory;
|
||||
$this->log = $log;
|
||||
$this->metadata = $metadata;
|
||||
}
|
||||
|
||||
public const VALID_STATUSES = [
|
||||
@@ -38,12 +41,24 @@ class ActionExecutor
|
||||
'add_note' => $this->addNote($params, $caseId, $userId),
|
||||
'change_status' => $this->changeStatus($params, $caseId),
|
||||
'create_meeting' => $this->createMeeting($params, $caseId, $userId),
|
||||
'create_call' => $this->createCall($params, $caseId, $userId),
|
||||
'delete_meeting' => $this->deleteMeeting($params),
|
||||
'delete_call' => $this->deleteCall($params),
|
||||
'delete_task' => $this->deleteTask($params),
|
||||
'delete_note' => $this->deleteNote($params),
|
||||
'schedule_hearing' => $this->scheduleHearing($params, $caseId, $userId),
|
||||
'list_documents' => $this->listDocuments($caseId),
|
||||
'analyze_document' => $this->analyzeDocument($params, $caseId),
|
||||
'read_document' => $this->readDocument($params, $caseId),
|
||||
'read_multiple_documents' => $this->readMultipleDocuments($params, $caseId),
|
||||
'rename_document' => $this->renameDocument($params),
|
||||
'batch_rename_documents' => $this->batchRenameDocuments($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}"),
|
||||
'save_rule' => $this->saveRule($params, $userId),
|
||||
default => $this->executePluginTool($tool, $params, $caseId, $userId),
|
||||
};
|
||||
}
|
||||
|
||||
@@ -74,6 +89,32 @@ class ActionExecutor
|
||||
];
|
||||
}
|
||||
|
||||
private function saveRule(array $params, string $userId): array
|
||||
{
|
||||
$name = $params['name'] ?? '';
|
||||
$rule = $params['rule'] ?? '';
|
||||
if (!$name || !$rule) {
|
||||
throw new Error('save_rule requires name and rule parameters.');
|
||||
}
|
||||
|
||||
$entity = $this->entityManager->getNewEntity('AssistantRule');
|
||||
$entity->set([
|
||||
'name' => $name,
|
||||
'rule' => $rule,
|
||||
'scope' => $params['scope'] ?? 'global',
|
||||
'isActive' => true,
|
||||
'createdById' => $userId,
|
||||
]);
|
||||
$this->entityManager->saveEntity($entity);
|
||||
|
||||
return [
|
||||
'success' => true,
|
||||
'message' => "✅ כלל חדש נשמר: \"{$name}\"",
|
||||
'entityType' => 'AssistantRule',
|
||||
'entityId' => $entity->get('id'),
|
||||
];
|
||||
}
|
||||
|
||||
private function createTask(array $params, ?string $caseId, string $userId): array
|
||||
{
|
||||
$taskData = [
|
||||
@@ -160,6 +201,120 @@ class ActionExecutor
|
||||
return ['success' => true, 'message' => "✅ פגישה \"{$params['name']}\" נקבעה בהצלחה", 'entityType' => 'Meeting', 'entityId' => $meeting->get('id')];
|
||||
}
|
||||
|
||||
private function createCall(array $params, ?string $caseId, string $userId): array
|
||||
{
|
||||
$callData = [
|
||||
'name' => $params['name'] ?? 'שיחה חדשה',
|
||||
'status' => $params['status'] ?? 'Held',
|
||||
'direction' => $params['direction'] ?? 'Outbound',
|
||||
'dateStart' => $this->normalizeDateTime($params['dateStart'] ?? null),
|
||||
'dateEnd' => $this->normalizeDateTime($params['dateEnd'] ?? null),
|
||||
'description' => $params['description'] ?? null,
|
||||
'assignedUserId' => $userId,
|
||||
];
|
||||
|
||||
if ($caseId) {
|
||||
$callData['parentType'] = 'Case';
|
||||
$callData['parentId'] = $caseId;
|
||||
}
|
||||
|
||||
$call = $this->entityManager->getNewEntity('Call');
|
||||
$call->set($callData);
|
||||
$this->entityManager->saveEntity($call);
|
||||
return ['success' => true, 'message' => "✅ שיחה \"{$params['name']}\" תועדה בהצלחה", 'entityType' => 'Call', 'entityId' => $call->get('id')];
|
||||
}
|
||||
|
||||
private function deleteMeeting(array $params): array
|
||||
{
|
||||
$entityId = $params['entityId'] ?? null;
|
||||
if (!$entityId) {
|
||||
throw new Error('entityId parameter is required.');
|
||||
}
|
||||
|
||||
$entity = $this->entityManager->getEntityById('Meeting', $entityId);
|
||||
if (!$entity) {
|
||||
throw new NotFound("Meeting {$entityId} not found.");
|
||||
}
|
||||
|
||||
$name = $entity->get('name') ?? '';
|
||||
$this->entityManager->removeEntity($entity);
|
||||
|
||||
return [
|
||||
'success' => true,
|
||||
'message' => "✅ פגישה \"{$name}\" נמחקה בהצלחה",
|
||||
'entityType' => 'Meeting',
|
||||
'entityId' => $entityId,
|
||||
];
|
||||
}
|
||||
|
||||
private function deleteCall(array $params): array
|
||||
{
|
||||
$entityId = $params['entityId'] ?? null;
|
||||
if (!$entityId) {
|
||||
throw new Error('entityId parameter is required.');
|
||||
}
|
||||
|
||||
$entity = $this->entityManager->getEntityById('Call', $entityId);
|
||||
if (!$entity) {
|
||||
throw new NotFound("Call {$entityId} not found.");
|
||||
}
|
||||
|
||||
$name = $entity->get('name') ?? '';
|
||||
$this->entityManager->removeEntity($entity);
|
||||
|
||||
return [
|
||||
'success' => true,
|
||||
'message' => "✅ שיחה \"{$name}\" נמחקה בהצלחה",
|
||||
'entityType' => 'Call',
|
||||
'entityId' => $entityId,
|
||||
];
|
||||
}
|
||||
|
||||
private function deleteNote(array $params): array
|
||||
{
|
||||
$entityId = $params['entityId'] ?? null;
|
||||
if (!$entityId) {
|
||||
throw new Error('entityId parameter is required.');
|
||||
}
|
||||
|
||||
$entity = $this->entityManager->getEntityById('Note', $entityId);
|
||||
if (!$entity) {
|
||||
throw new NotFound("Note {$entityId} not found.");
|
||||
}
|
||||
|
||||
$this->entityManager->removeEntity($entity);
|
||||
|
||||
return [
|
||||
'success' => true,
|
||||
'message' => '✅ הערה נמחקה בהצלחה',
|
||||
'entityType' => 'Note',
|
||||
'entityId' => $entityId,
|
||||
];
|
||||
}
|
||||
|
||||
private function deleteTask(array $params): array
|
||||
{
|
||||
$entityId = $params['entityId'] ?? null;
|
||||
if (!$entityId) {
|
||||
throw new Error('entityId parameter is required.');
|
||||
}
|
||||
|
||||
$entity = $this->entityManager->getEntityById('Task', $entityId);
|
||||
if (!$entity) {
|
||||
throw new NotFound("Task {$entityId} not found.");
|
||||
}
|
||||
|
||||
$name = $entity->get('name') ?? '';
|
||||
$this->entityManager->removeEntity($entity);
|
||||
|
||||
return [
|
||||
'success' => true,
|
||||
'message' => "✅ משימה \"{$name}\" נמחקה בהצלחה",
|
||||
'entityType' => 'Task',
|
||||
'entityId' => $entityId,
|
||||
];
|
||||
}
|
||||
|
||||
private function scheduleHearing(array $params, ?string $caseId, string $userId): array
|
||||
{
|
||||
$case = $this->entityManager->getEntityById('Case', $caseId);
|
||||
@@ -231,6 +386,65 @@ class ActionExecutor
|
||||
return ['success' => true, 'message' => implode("\n", $lines), 'data' => ['filePath' => $filePath, 'hasTextContent' => $text !== null]];
|
||||
}
|
||||
|
||||
private function readDocument(array $params, ?string $caseId): array
|
||||
{
|
||||
$filePath = $params['filePath'] ?? null;
|
||||
if (!$filePath) throw new Error('filePath parameter is required.');
|
||||
|
||||
$analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
|
||||
$text = $analyzer->extractFullText($filePath);
|
||||
$fileName = basename($filePath);
|
||||
|
||||
if ($text === null) {
|
||||
return ['success' => false, 'message' => "לא ניתן לחלץ טקסט מ-\"{$fileName}\""];
|
||||
}
|
||||
|
||||
return [
|
||||
'success' => true,
|
||||
'message' => $text,
|
||||
'data' => [
|
||||
'filePath' => $filePath,
|
||||
'fileName' => $fileName,
|
||||
'charCount' => mb_strlen($text),
|
||||
],
|
||||
];
|
||||
}
|
||||
|
||||
private function readMultipleDocuments(array $params, ?string $caseId): array
|
||||
{
|
||||
$filePaths = $params['filePaths'] ?? [];
|
||||
if (empty($filePaths)) throw new Error('filePaths parameter is required (array of file paths).');
|
||||
|
||||
$maxPerFile = $params['maxCharsPerFile'] ?? 50000;
|
||||
$analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
|
||||
$results = $analyzer->extractMultipleDocuments($filePaths, $maxPerFile);
|
||||
|
||||
$lines = [];
|
||||
$successCount = 0;
|
||||
|
||||
foreach ($results as $r) {
|
||||
$lines[] = "=== {$r['fileName']} ===";
|
||||
if (!empty($r['error'])) {
|
||||
$lines[] = "שגיאה: {$r['error']}";
|
||||
} elseif ($r['text'] === null) {
|
||||
$lines[] = "לא ניתן לחלץ טקסט";
|
||||
} else {
|
||||
$lines[] = $r['text'];
|
||||
$successCount++;
|
||||
}
|
||||
$lines[] = '';
|
||||
}
|
||||
|
||||
return [
|
||||
'success' => true,
|
||||
'message' => implode("\n", $lines),
|
||||
'data' => [
|
||||
'totalFiles' => count($filePaths),
|
||||
'successCount' => $successCount,
|
||||
],
|
||||
];
|
||||
}
|
||||
|
||||
private function renameDocument(array $params): array
|
||||
{
|
||||
$sourcePath = $params['sourcePath'] ?? null;
|
||||
@@ -243,6 +457,130 @@ class ActionExecutor
|
||||
return ['success' => true, 'message' => "המסמך שונה מ-\"{$result['oldName']}\" ל-\"{$result['newName']}\"", 'data' => $result];
|
||||
}
|
||||
|
||||
private function batchRenameDocuments(array $params): array
|
||||
{
|
||||
$renames = $params['renames'] ?? [];
|
||||
if (empty($renames)) throw new Error('renames parameter is required (array of {sourcePath, newName}).');
|
||||
|
||||
$analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
|
||||
$results = [];
|
||||
$successCount = 0;
|
||||
|
||||
foreach ($renames as $rename) {
|
||||
$sourcePath = $rename['sourcePath'] ?? null;
|
||||
$newName = $rename['newName'] ?? null;
|
||||
|
||||
if (!$sourcePath || !$newName) {
|
||||
$results[] = "שגיאה: חסר sourcePath או newName";
|
||||
continue;
|
||||
}
|
||||
|
||||
try {
|
||||
$result = $analyzer->renameDocument($sourcePath, $newName);
|
||||
$results[] = "\"{$result['oldName']}\" → \"{$result['newName']}\"";
|
||||
$successCount++;
|
||||
} catch (\Exception $e) {
|
||||
$results[] = "שגיאה בשינוי שם \"" . basename($sourcePath) . "\": " . $e->getMessage();
|
||||
}
|
||||
}
|
||||
|
||||
$msg = "שינוי שמות: {$successCount}/" . count($renames) . " הצליחו\n" . implode("\n", $results);
|
||||
return ['success' => true, 'message' => $msg];
|
||||
}
|
||||
|
||||
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 || $value === '') return null;
|
||||
@@ -257,4 +595,23 @@ class ActionExecutor
|
||||
if ($bytes >= 1024) return round($bytes / 1024, 1) . ' KB';
|
||||
return $bytes . ' B';
|
||||
}
|
||||
|
||||
private function executePluginTool(string $tool, array $params, ?string $caseId, string $userId): array
|
||||
{
|
||||
$handlerClass = $this->metadata->get(['app', 'smartAssistant', 'tools', $tool, 'handler']);
|
||||
|
||||
if (!$handlerClass) {
|
||||
throw new Error("Unknown tool: {$tool}");
|
||||
}
|
||||
|
||||
$this->log->debug("SmartAssistant: Executing plugin tool={$tool} handler={$handlerClass}");
|
||||
|
||||
$handler = $this->injectableFactory->create($handlerClass);
|
||||
|
||||
if (!method_exists($handler, 'execute')) {
|
||||
throw new Error("Plugin tool handler {$handlerClass} must have an execute() method.");
|
||||
}
|
||||
|
||||
return $handler->execute($params, $caseId, $userId);
|
||||
}
|
||||
}
|
||||
|
||||
@@ -0,0 +1,41 @@
|
||||
<?php
|
||||
|
||||
namespace Espo\Modules\SmartAssistant\Services;
|
||||
|
||||
use Espo\ORM\EntityManager;
|
||||
use Espo\Core\Utils\Log;
|
||||
|
||||
class AssistantRuleContextProvider
|
||||
{
|
||||
private EntityManager $entityManager;
|
||||
private Log $log;
|
||||
|
||||
public function __construct(EntityManager $entityManager, Log $log)
|
||||
{
|
||||
$this->entityManager = $entityManager;
|
||||
$this->log = $log;
|
||||
}
|
||||
|
||||
public function getRulesForMode(string $mode): array
|
||||
{
|
||||
$entries = $this->entityManager->getRDBRepository('AssistantRule')
|
||||
->where([
|
||||
'isActive' => true,
|
||||
'deleted' => false,
|
||||
'scope' => ['global', $mode],
|
||||
])
|
||||
->order('createdAt', 'ASC')
|
||||
->find();
|
||||
|
||||
$rules = [];
|
||||
foreach ($entries as $entry) {
|
||||
$rules[] = [
|
||||
'name' => $entry->get('name'),
|
||||
'rule' => $entry->get('rule'),
|
||||
'scope' => $entry->get('scope'),
|
||||
];
|
||||
}
|
||||
|
||||
return $rules;
|
||||
}
|
||||
}
|
||||
@@ -29,6 +29,7 @@ class CaseContextBuilder
|
||||
'contacts' => $this->getCaseContacts($case),
|
||||
'openTasks' => $this->getOpenTasks($caseId),
|
||||
'upcomingMeetings' => $this->getUpcomingMeetings($caseId),
|
||||
'recentCalls' => $this->getRecentCalls($caseId),
|
||||
'recentNotes' => $this->getRecentNotes($caseId),
|
||||
'availableTemplates' => $this->getAvailableTemplates(),
|
||||
'documents' => $this->getDocumentListing($caseId),
|
||||
@@ -113,6 +114,24 @@ class CaseContextBuilder
|
||||
return $meetings;
|
||||
}
|
||||
|
||||
private function getRecentCalls(string $caseId): array
|
||||
{
|
||||
$calls = [];
|
||||
$collection = $this->entityManager->getRDBRepository('Call')
|
||||
->where(['parentType' => 'Case', 'parentId' => $caseId])
|
||||
->order('dateStart', 'DESC')->limit(0, 10)->find();
|
||||
|
||||
foreach ($collection as $c) {
|
||||
$calls[] = [
|
||||
'id' => $c->get('id'), 'name' => $c->get('name'),
|
||||
'status' => $c->get('status'), 'direction' => $c->get('direction'),
|
||||
'dateStart' => $c->get('dateStart'), 'dateEnd' => $c->get('dateEnd'),
|
||||
'description' => $c->get('description'),
|
||||
];
|
||||
}
|
||||
return $calls;
|
||||
}
|
||||
|
||||
private function getRecentNotes(string $caseId): array
|
||||
{
|
||||
$notes = [];
|
||||
|
||||
@@ -6,18 +6,19 @@ 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
|
||||
{
|
||||
private const MAX_TEXT_LENGTH = 2000;
|
||||
private const DEFAULT_MAX_TEXT_LENGTH = 100000;
|
||||
private const MAX_FILE_SIZE = 10 * 1024 * 1024;
|
||||
private const TMP_DIR = 'data/tmp/assistant-docs';
|
||||
|
||||
private EntityManager $entityManager;
|
||||
private InjectableFactory $injectableFactory;
|
||||
private Log $log;
|
||||
private ?int $maxTextLength = null;
|
||||
|
||||
private const CATEGORY_PATTERNS = [
|
||||
'כתבי_טענות' => ['כתב_תביעה', 'כתב תביעה', 'כתב_הגנה', 'כתב הגנה', 'סיכומים', 'תביעה', 'הגנה', 'כתב_ערעור', 'כתב ערעור', 'בקשה', 'תגובה', 'תשובה'],
|
||||
@@ -43,17 +44,19 @@ 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 +65,7 @@ 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 +75,19 @@ class DocumentAnalyzer
|
||||
|
||||
public function extractTextContent(string $filePath): ?string
|
||||
{
|
||||
$storage = $this->getStorage();
|
||||
$parentPath = dirname($filePath);
|
||||
$maxLen = $this->getMaxTextLength();
|
||||
$text = $this->extractFullText($filePath, $maxLen);
|
||||
return $text;
|
||||
}
|
||||
|
||||
public function extractFullText(string $filePath, ?int $maxLength = null): ?string
|
||||
{
|
||||
$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_') . '_' . $filename;
|
||||
@@ -101,13 +106,46 @@ class DocumentAnalyzer
|
||||
|
||||
if (file_exists($tmpFile)) unlink($tmpFile);
|
||||
if ($text === null) return null;
|
||||
if (mb_strlen($text) > self::MAX_TEXT_LENGTH) $text = mb_substr($text, 0, self::MAX_TEXT_LENGTH) . '...';
|
||||
return trim($text);
|
||||
|
||||
$text = trim($text);
|
||||
if ($maxLength !== null && mb_strlen($text) > $maxLength) {
|
||||
$text = mb_substr($text, 0, $maxLength) . '...';
|
||||
}
|
||||
|
||||
return $text;
|
||||
}
|
||||
|
||||
public function extractMultipleDocuments(array $filePaths, int $maxPerFile = 50000): array
|
||||
{
|
||||
$results = [];
|
||||
|
||||
foreach ($filePaths as $filePath) {
|
||||
$fileName = basename($filePath);
|
||||
try {
|
||||
$text = $this->extractFullText($filePath, $maxPerFile);
|
||||
$results[] = [
|
||||
'path' => $filePath,
|
||||
'fileName' => $fileName,
|
||||
'text' => $text,
|
||||
'charCount' => $text !== null ? mb_strlen($text) : 0,
|
||||
];
|
||||
} catch (\Exception $e) {
|
||||
$results[] = [
|
||||
'path' => $filePath,
|
||||
'fileName' => $fileName,
|
||||
'text' => null,
|
||||
'charCount' => 0,
|
||||
'error' => $e->getMessage(),
|
||||
];
|
||||
}
|
||||
}
|
||||
|
||||
return $results;
|
||||
}
|
||||
|
||||
public function renameDocument(string $sourcePath, string $newName): array
|
||||
{
|
||||
$storage = $this->getStorage();
|
||||
$client = $this->getStorageClient();
|
||||
$parentPath = dirname($sourcePath);
|
||||
$oldName = basename($sourcePath);
|
||||
|
||||
@@ -120,21 +158,87 @@ 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: " . $e->getMessage());
|
||||
return null;
|
||||
}
|
||||
}
|
||||
|
||||
private function getMaxTextLength(): int
|
||||
{
|
||||
if ($this->maxTextLength !== null) {
|
||||
return $this->maxTextLength;
|
||||
}
|
||||
|
||||
try {
|
||||
$integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
|
||||
if ($integration && $integration->get('enabled')) {
|
||||
$data = (array) ($integration->get('data') ?? []);
|
||||
$this->maxTextLength = (int) ($data['maxDocumentChars'] ?? self::DEFAULT_MAX_TEXT_LENGTH);
|
||||
return $this->maxTextLength;
|
||||
}
|
||||
} catch (\Exception $e) {
|
||||
// Ignore
|
||||
}
|
||||
|
||||
$this->maxTextLength = self::DEFAULT_MAX_TEXT_LENGTH;
|
||||
return $this->maxTextLength;
|
||||
}
|
||||
|
||||
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 +272,10 @@ 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) {}
|
||||
|
||||
@@ -0,0 +1,213 @@
|
||||
<?php
|
||||
|
||||
namespace Espo\Modules\SmartAssistant\Services;
|
||||
|
||||
use Espo\Core\Exceptions\Error;
|
||||
use Espo\Core\Exceptions\NotFound;
|
||||
use Espo\Core\InjectableFactory;
|
||||
use Espo\Core\Utils\Log;
|
||||
use Espo\ORM\EntityManager;
|
||||
use Espo\Entities\User;
|
||||
use Espo\Modules\NetworkStorageIntegration\Services\DocumentTemplateService;
|
||||
use Espo\Modules\NetworkStorageIntegration\Services\NetworkDocumentService;
|
||||
use PhpOffice\PhpWord\TemplateProcessor;
|
||||
|
||||
class GenericTemplateGenerator
|
||||
{
|
||||
private const TEMP_DIR = 'data/tmp/';
|
||||
|
||||
public function __construct(
|
||||
private EntityManager $entityManager,
|
||||
private InjectableFactory $injectableFactory,
|
||||
private Log $log,
|
||||
private User $user
|
||||
) {}
|
||||
|
||||
public function generate(string $templateId, string $caseId, ?string $documentSubject = null, array $customPlaceholders = []): array
|
||||
{
|
||||
$template = $this->entityManager->getEntityById('DocumentTemplate', $templateId);
|
||||
if (!$template) {
|
||||
throw new NotFound("Template {$templateId} not found.");
|
||||
}
|
||||
|
||||
if (!$template->get('isActive')) {
|
||||
throw new Error("Template is not active.");
|
||||
}
|
||||
|
||||
$templatePath = $template->get('templatePath');
|
||||
if (!$templatePath) {
|
||||
throw new Error("Template path is not configured.");
|
||||
}
|
||||
|
||||
$case = $this->entityManager->getEntityById('Case', $caseId);
|
||||
if (!$case) {
|
||||
throw new NotFound("Case {$caseId} not found.");
|
||||
}
|
||||
|
||||
$templateName = $template->get('name') ?? 'document';
|
||||
|
||||
// Step 1: Download template from WebDAV
|
||||
$localTemplatePath = $this->downloadTemplate($templatePath);
|
||||
|
||||
try {
|
||||
// Step 2: Build placeholder data from entity fields
|
||||
$templateService = $this->injectableFactory->create(DocumentTemplateService::class);
|
||||
$placeholderData = $templateService->buildPlaceholderData($case);
|
||||
|
||||
// Step 3: Merge custom placeholders (override entity data)
|
||||
foreach ($customPlaceholders as $key => $value) {
|
||||
$placeholderData[$key] = $value;
|
||||
}
|
||||
|
||||
// Step 4: Process template
|
||||
$outputPath = self::TEMP_DIR . uniqid('gen_') . '.docx';
|
||||
if (!is_dir(self::TEMP_DIR)) {
|
||||
mkdir(self::TEMP_DIR, 0775, true);
|
||||
}
|
||||
|
||||
$this->processTemplate($localTemplatePath, $outputPath, $placeholderData);
|
||||
|
||||
// Step 5: Read generated content
|
||||
$content = file_get_contents($outputPath);
|
||||
@unlink($outputPath);
|
||||
@unlink($localTemplatePath);
|
||||
|
||||
// Step 6: Build document name
|
||||
$contactName = $this->getContactName($case);
|
||||
$docName = $documentSubject ?? "{$templateName} — {$contactName}";
|
||||
|
||||
// Step 7: Create Attachment + Document
|
||||
$attachment = $this->entityManager->getNewEntity('Attachment');
|
||||
$attachment->set([
|
||||
'name' => $docName . '.docx',
|
||||
'type' => 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
|
||||
'role' => 'Attachment',
|
||||
'size' => strlen($content),
|
||||
'relatedType' => 'Document',
|
||||
]);
|
||||
$this->entityManager->saveEntity($attachment);
|
||||
file_put_contents('data/upload/' . $attachment->getId(), $content);
|
||||
|
||||
$document = $this->entityManager->getNewEntity('Document');
|
||||
$document->set([
|
||||
'name' => $docName,
|
||||
'fileId' => $attachment->getId(),
|
||||
'fileName' => $docName . '.docx',
|
||||
'assignedUserId' => $this->user->getId(),
|
||||
]);
|
||||
$this->entityManager->saveEntity($document);
|
||||
|
||||
// Link to Case
|
||||
$this->entityManager->getRDBRepository('Case')
|
||||
->getRelation($case, 'documents')
|
||||
->relate($document);
|
||||
|
||||
$this->log->info("GenericTemplateGenerator: Created '{$docName}' from template '{$templateName}' for Case {$caseId}");
|
||||
|
||||
return [
|
||||
'success' => true,
|
||||
'message' => "✅ מסמך \"{$docName}\" נוצר בהצלחה מתבנית \"{$templateName}\"\n📄 המסמך צורף לתיק.",
|
||||
'entityType' => 'Document',
|
||||
'entityId' => $document->getId(),
|
||||
];
|
||||
} catch (\Exception $e) {
|
||||
if (isset($localTemplatePath) && file_exists($localTemplatePath)) {
|
||||
@unlink($localTemplatePath);
|
||||
}
|
||||
throw $e;
|
||||
}
|
||||
}
|
||||
|
||||
private function downloadTemplate(string $templatePath): string
|
||||
{
|
||||
// Try local paths first
|
||||
if (file_exists($templatePath)) {
|
||||
return $templatePath;
|
||||
}
|
||||
|
||||
$localPath = 'data/document-templates/' . ltrim($templatePath, '/');
|
||||
if (file_exists($localPath)) {
|
||||
return $localPath;
|
||||
}
|
||||
|
||||
// Download from NetworkStorage (WebDAV)
|
||||
try {
|
||||
$nds = $this->injectableFactory->create(NetworkDocumentService::class);
|
||||
$client = $nds->getClient();
|
||||
|
||||
$integration = $this->entityManager->getEntityById('Integration', 'NetworkStorage');
|
||||
$templatesFolderPath = 'Templates';
|
||||
if ($integration && $integration->get('enabled')) {
|
||||
$data = (array) ($integration->get('data') ?? []);
|
||||
$templatesFolderPath = $data['templatesFolderPath'] ?? 'Templates';
|
||||
}
|
||||
|
||||
$storagePath = $templatesFolderPath . '/' . $templatePath;
|
||||
|
||||
if (!$client->exists($storagePath)) {
|
||||
throw new Error("Template file not found on storage: {$storagePath}");
|
||||
}
|
||||
|
||||
$content = $client->downloadFile($storagePath);
|
||||
|
||||
if (!is_dir(self::TEMP_DIR)) {
|
||||
mkdir(self::TEMP_DIR, 0775, true);
|
||||
}
|
||||
$tmpPath = self::TEMP_DIR . 'tpl_' . uniqid() . '.docx';
|
||||
file_put_contents($tmpPath, $content);
|
||||
|
||||
return $tmpPath;
|
||||
} catch (Error $e) {
|
||||
throw $e;
|
||||
} catch (\Exception $e) {
|
||||
throw new Error("Failed to download template: " . $e->getMessage());
|
||||
}
|
||||
}
|
||||
|
||||
private function processTemplate(string $inputPath, string $outputPath, array $data): void
|
||||
{
|
||||
if (!class_exists(TemplateProcessor::class, false)) {
|
||||
$autoloader = 'vendor/phpoffice/phpword/src/PhpWord/Autoloader.php';
|
||||
if (file_exists($autoloader)) {
|
||||
require_once $autoloader;
|
||||
\PhpOffice\PhpWord\Autoloader::register();
|
||||
}
|
||||
}
|
||||
|
||||
$processor = new TemplateProcessor($inputPath);
|
||||
|
||||
foreach ($data as $key => $value) {
|
||||
if ($value === null) {
|
||||
$value = '';
|
||||
}
|
||||
if (is_array($value)) {
|
||||
$value = implode(', ', $value);
|
||||
} elseif (is_bool($value)) {
|
||||
$value = $value ? 'כן' : 'לא';
|
||||
}
|
||||
$processor->setValue($key, (string) $value);
|
||||
}
|
||||
|
||||
$processor->saveAs($outputPath);
|
||||
}
|
||||
|
||||
private function getContactName($case): string
|
||||
{
|
||||
$contactId = $case->get('contactId');
|
||||
if (!$contactId) {
|
||||
$ids = $case->getLinkMultipleIdList('contacts');
|
||||
if (!empty($ids)) {
|
||||
$contactId = $ids[0];
|
||||
}
|
||||
}
|
||||
|
||||
if ($contactId) {
|
||||
$contact = $this->entityManager->getEntityById('Contact', $contactId);
|
||||
if ($contact) {
|
||||
return trim($contact->get('firstName') . ' ' . $contact->get('lastName'));
|
||||
}
|
||||
}
|
||||
|
||||
return $case->get('name') ?? '';
|
||||
}
|
||||
}
|
||||
@@ -18,7 +18,17 @@ 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',
|
||||
'read_document', 'read_multiple_documents', 'upload_document',
|
||||
'generate_document', 'merge_documents', 'save_memory',
|
||||
'batch_rename_documents',
|
||||
];
|
||||
|
||||
// Tools whose output is fed back to the AI for a follow-up webhook call
|
||||
private const AGENTIC_TOOLS = ['analyze_document', 'read_document', 'read_multiple_documents', 'list_documents'];
|
||||
|
||||
private const DEFAULT_MAX_AGENTIC_LOOPS = 3;
|
||||
|
||||
private EntityManager $entityManager;
|
||||
private InjectableFactory $injectableFactory;
|
||||
@@ -71,6 +81,10 @@ class SmartAssistantService
|
||||
}
|
||||
}
|
||||
|
||||
// Load behavioral rules
|
||||
$ruleProvider = $this->injectableFactory->create(AssistantRuleContextProvider::class);
|
||||
$context['assistantRules'] = $ruleProvider->getRulesForMode($mode === 'case' ? 'case' : 'office');
|
||||
|
||||
// Generate conversation ID
|
||||
if (!$conversationId) {
|
||||
$prefix = $mode === 'case' ? 'conv_' : 'oconv_';
|
||||
@@ -101,68 +115,28 @@ class SmartAssistantService
|
||||
// Ignore
|
||||
}
|
||||
|
||||
// Call webhook
|
||||
$response = $this->callWebhook($message, $context, $conversationId, $conversationHistory, $mode);
|
||||
|
||||
// Process actions — execute all inline (Shira has full permissions)
|
||||
$actions = $response['actions'] ?? [];
|
||||
$responseText = $response['text'] ?? '';
|
||||
$inlineResults = [];
|
||||
$executedActions = [];
|
||||
|
||||
// Resolve effective caseId: explicit case mode, or drill-down detection in office mode
|
||||
$effectiveCaseId = $caseId;
|
||||
if (!$effectiveCaseId && !empty($context['drillDown']['case']['id'])) {
|
||||
$effectiveCaseId = $context['drillDown']['case']['id'];
|
||||
}
|
||||
|
||||
$executor = $this->injectableFactory->create(ActionExecutor::class);
|
||||
|
||||
foreach ($actions as $action) {
|
||||
$tool = $action['tool'] ?? '';
|
||||
$actionCaseId = $effectiveCaseId;
|
||||
|
||||
// Resolve case from action params if not available
|
||||
if (!$actionCaseId && !empty($action['params']['caseId'])) {
|
||||
$actionCaseId = $action['params']['caseId'];
|
||||
}
|
||||
|
||||
// Skip tools that require a case if no case context available
|
||||
if (!$actionCaseId && in_array($tool, self::TOOLS_REQUIRING_CASE, true)) {
|
||||
$inlineResults[] = "⚠️ לא ניתן לבצע {$tool} — לא זוהה תיק. נסה מתוך מסך התיק.";
|
||||
continue;
|
||||
}
|
||||
|
||||
try {
|
||||
$result = $executor->execute($tool, $action['params'] ?? [], $actionCaseId, $userId);
|
||||
if (!empty($result['message'])) {
|
||||
$inlineResults[] = $result['message'];
|
||||
}
|
||||
$executedActions[] = [
|
||||
'tool' => $tool,
|
||||
'status' => 'executed',
|
||||
'entityType' => $result['entityType'] ?? null,
|
||||
'entityId' => $result['entityId'] ?? null,
|
||||
];
|
||||
|
||||
// Create stream note for executed action in case context
|
||||
if ($actionCaseId) {
|
||||
$this->createStreamNote(self::NOTE_TYPE_ACTION, $result['message'] ?? 'פעולה בוצעה', $actionCaseId, [
|
||||
'conversationId' => $conversationId,
|
||||
'status' => 'executed',
|
||||
'entityType' => $result['entityType'] ?? null,
|
||||
'entityId' => $result['entityId'] ?? null,
|
||||
]);
|
||||
}
|
||||
} catch (\Exception $e) {
|
||||
$this->log->warning("SmartAssistant: Execution of {$tool} failed: " . $e->getMessage());
|
||||
$inlineResults[] = "שגיאה בביצוע {$tool}: " . $e->getMessage();
|
||||
}
|
||||
// Execute tools with agentic loop — read tools feed results back to AI
|
||||
try {
|
||||
$loopResult = $this->executeActionsWithLoop(
|
||||
$message, $context, $conversationId, $conversationHistory,
|
||||
$mode, $effectiveCaseId, $userId
|
||||
);
|
||||
} catch (\Exception $e) {
|
||||
$this->log->error("SmartAssistant: Chat failed: " . $e->getMessage());
|
||||
$loopResult = [
|
||||
'responseText' => "⚠️ אירעה שגיאה בתקשורת עם המערכת. אנא נסה שוב בעוד מספר דקות.\n\nפרטי השגיאה: " . $e->getMessage(),
|
||||
'executedActions' => [],
|
||||
];
|
||||
}
|
||||
|
||||
if (!empty($inlineResults)) {
|
||||
$responseText .= "\n\n" . implode("\n\n", $inlineResults);
|
||||
}
|
||||
$responseText = $loopResult['responseText'];
|
||||
$executedActions = $loopResult['executedActions'];
|
||||
|
||||
// Persist response
|
||||
try {
|
||||
@@ -187,6 +161,148 @@ class SmartAssistantService
|
||||
];
|
||||
}
|
||||
|
||||
private function executeActionsWithLoop(
|
||||
string $message,
|
||||
array $context,
|
||||
string $conversationId,
|
||||
array $conversationHistory,
|
||||
string $mode,
|
||||
?string $effectiveCaseId,
|
||||
string $userId
|
||||
): array {
|
||||
$agenticEnabled = $this->getIntegrationSetting('agenticLoopEnabled', true);
|
||||
$maxLoops = (int) $this->getIntegrationSetting('maxAgenticLoops', self::DEFAULT_MAX_AGENTIC_LOOPS);
|
||||
$executor = $this->injectableFactory->create(ActionExecutor::class);
|
||||
|
||||
$loopCount = 0;
|
||||
$allExecutedActions = [];
|
||||
$currentHistory = $conversationHistory;
|
||||
$finalResponseText = '';
|
||||
|
||||
while ($loopCount <= $maxLoops) {
|
||||
// Call webhook (first call uses original message, subsequent calls use empty message)
|
||||
$currentMessage = $loopCount === 0 ? $message : '';
|
||||
$response = $this->callWebhook($currentMessage, $context, $conversationId, $currentHistory, $mode);
|
||||
|
||||
$actions = $response['actions'] ?? [];
|
||||
$responseText = $response['text'] ?? '';
|
||||
|
||||
// If no actions, we're done
|
||||
if (empty($actions)) {
|
||||
$finalResponseText = $responseText;
|
||||
break;
|
||||
}
|
||||
|
||||
$agenticResults = [];
|
||||
$inlineResults = [];
|
||||
|
||||
foreach ($actions as $action) {
|
||||
$tool = $action['tool'] ?? '';
|
||||
$actionCaseId = $effectiveCaseId;
|
||||
|
||||
if (!$actionCaseId && !empty($action['params']['caseId'])) {
|
||||
$actionCaseId = $action['params']['caseId'];
|
||||
}
|
||||
|
||||
if (!$actionCaseId && in_array($tool, self::TOOLS_REQUIRING_CASE, true)) {
|
||||
$inlineResults[] = "⚠️ לא ניתן לבצע {$tool} — לא זוהה תיק. נסה מתוך מסך התיק.";
|
||||
continue;
|
||||
}
|
||||
|
||||
try {
|
||||
$result = $executor->execute($tool, $action['params'] ?? [], $actionCaseId, $userId);
|
||||
|
||||
$allExecutedActions[] = [
|
||||
'tool' => $tool,
|
||||
'status' => 'executed',
|
||||
'entityType' => $result['entityType'] ?? null,
|
||||
'entityId' => $result['entityId'] ?? null,
|
||||
];
|
||||
|
||||
if ($actionCaseId) {
|
||||
$this->createStreamNote(self::NOTE_TYPE_ACTION, $result['message'] ?? 'פעולה בוצעה', $actionCaseId, [
|
||||
'conversationId' => $conversationId,
|
||||
'status' => 'executed',
|
||||
'entityType' => $result['entityType'] ?? null,
|
||||
'entityId' => $result['entityId'] ?? null,
|
||||
]);
|
||||
}
|
||||
|
||||
// Separate agentic tools (need re-invocation) from inline tools
|
||||
if ($agenticEnabled && in_array($tool, self::AGENTIC_TOOLS, true)) {
|
||||
$agenticResults[] = [
|
||||
'tool' => $tool,
|
||||
'params' => $action['params'] ?? [],
|
||||
'result' => $result['message'] ?? '',
|
||||
];
|
||||
} else {
|
||||
if (!empty($result['message'])) {
|
||||
$inlineResults[] = $result['message'];
|
||||
}
|
||||
}
|
||||
} catch (\Exception $e) {
|
||||
$this->log->warning("SmartAssistant: Execution of {$tool} failed: " . $e->getMessage());
|
||||
$inlineResults[] = "שגיאה בביצוע {$tool}: " . $e->getMessage();
|
||||
}
|
||||
}
|
||||
|
||||
// If no agentic results, we're done — return response with inline results
|
||||
if (empty($agenticResults)) {
|
||||
$finalResponseText = $responseText;
|
||||
if (!empty($inlineResults)) {
|
||||
$finalResponseText .= "\n\n" . implode("\n\n", $inlineResults);
|
||||
}
|
||||
break;
|
||||
}
|
||||
|
||||
// Feed agentic results back to AI for next iteration
|
||||
$this->log->debug("SmartAssistant: Agentic loop iteration " . ($loopCount + 1) . " — " . count($agenticResults) . " tool results to feed back");
|
||||
|
||||
// Add the AI response to history
|
||||
$currentHistory[] = ['role' => 'assistant', 'content' => $responseText];
|
||||
|
||||
// Add each tool result to history
|
||||
foreach ($agenticResults as $ar) {
|
||||
$currentHistory[] = [
|
||||
'role' => 'tool_result',
|
||||
'toolName' => $ar['tool'],
|
||||
'content' => $ar['result'],
|
||||
];
|
||||
}
|
||||
|
||||
// Also append any inline results
|
||||
if (!empty($inlineResults)) {
|
||||
$currentHistory[] = [
|
||||
'role' => 'tool_result',
|
||||
'toolName' => '_inline_actions',
|
||||
'content' => implode("\n\n", $inlineResults),
|
||||
];
|
||||
}
|
||||
|
||||
$loopCount++;
|
||||
}
|
||||
|
||||
// Safety: if we exhausted the loop, use the last response
|
||||
if ($loopCount > $maxLoops && empty($finalResponseText)) {
|
||||
$finalResponseText = $response['text'] ?? 'הגעתי למגבלת הסיבובים. אנא נסה שוב.';
|
||||
}
|
||||
|
||||
return [
|
||||
'responseText' => $finalResponseText,
|
||||
'executedActions' => $allExecutedActions,
|
||||
];
|
||||
}
|
||||
|
||||
private function getIntegrationSetting(string $key, $default = null)
|
||||
{
|
||||
$integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
|
||||
if ($integration && $integration->get('enabled')) {
|
||||
$data = (array) ($integration->get('data') ?? []);
|
||||
return $data[$key] ?? $default;
|
||||
}
|
||||
return $default;
|
||||
}
|
||||
|
||||
public function executeAction(string $conversationId, string $actionId, bool $approved): array
|
||||
{
|
||||
$conversation = $this->loadConversation($conversationId);
|
||||
@@ -374,12 +490,19 @@ class SmartAssistantService
|
||||
throw new Error('SmartAssistant webhook URL is not configured. Go to Admin > Integrations > Smart Assistant.');
|
||||
}
|
||||
|
||||
$siteUrl = $this->config->get('siteUrl') ?? '';
|
||||
|
||||
$payload = json_encode([
|
||||
'message' => $message,
|
||||
'context' => $context,
|
||||
'conversationId' => $conversationId,
|
||||
'conversationHistory' => $history,
|
||||
'mode' => $mode,
|
||||
'systemInstructions' => $this->getSystemInstructions(),
|
||||
'espocrm' => [
|
||||
'url' => rtrim($siteUrl, '/'),
|
||||
'apiKey' => $this->getEspocrmApiKey(),
|
||||
],
|
||||
]);
|
||||
|
||||
$headers = ['Content-Type: application/json', 'Accept: application/json'];
|
||||
@@ -395,7 +518,7 @@ class SmartAssistantService
|
||||
CURLOPT_POSTFIELDS => $payload,
|
||||
CURLOPT_RETURNTRANSFER => true,
|
||||
CURLOPT_HTTPHEADER => $headers,
|
||||
CURLOPT_TIMEOUT => 120,
|
||||
CURLOPT_TIMEOUT => 180,
|
||||
CURLOPT_CONNECTTIMEOUT => 10,
|
||||
]);
|
||||
|
||||
@@ -459,6 +582,38 @@ class SmartAssistantService
|
||||
return null;
|
||||
}
|
||||
|
||||
private function getEspocrmApiKey(): ?string
|
||||
{
|
||||
$integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
|
||||
if ($integration && $integration->get('enabled')) {
|
||||
$data = $integration->get('data') ?? (object) [];
|
||||
if (!empty($data->espocrmApiKey)) {
|
||||
return $data->espocrmApiKey;
|
||||
}
|
||||
}
|
||||
return null;
|
||||
}
|
||||
|
||||
private function getSystemInstructions(): array
|
||||
{
|
||||
return [
|
||||
'call_vs_meeting' => implode(' ', [
|
||||
'כשהמשתמש מדווח ששוחח, דיבר, התקשר, או שוחחה עם לקוח/ה — השתמש בכלי create_call (לא create_meeting).',
|
||||
'כשהמשתמש מדווח שנפגש, קבע פגישה, או תיאם מפגש — השתמש בכלי create_meeting.',
|
||||
'שיחת טלפון = create_call. פגישה פיזית/זום = create_meeting.',
|
||||
]),
|
||||
'open_questions' => implode(' ', [
|
||||
'אם שאלת את המשתמש שאלה והוא לא ענה עליה בתגובה הבאה — חזור על השאלה בתחילת התשובה הבאה.',
|
||||
'עקוב אחרי שאלות פתוחות ואל תוותר עליהן עד שהמשתמש עונה או אומר לך לוותר.',
|
||||
]),
|
||||
'behavioral_rules' => implode(' ', [
|
||||
'אם context.assistantRules מכיל כללים — יש ליישם אותם בכל שיחה.',
|
||||
'כללים גלובליים תקפים תמיד. כללי "case" תקפים רק במצב תיק. כללי "office" תקפים רק במצב משרד.',
|
||||
'אם המשתמש מבקש להגדיר כלל חדש (למשל "תמיד תעשה X כש-Y") — השתמש בכלי save_rule כדי לשמור אותו.',
|
||||
]),
|
||||
];
|
||||
}
|
||||
|
||||
private function getThresholds(): array
|
||||
{
|
||||
$integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
|
||||
|
||||
Binary file not shown.
|
After Width: | Height: | Size: 750 KiB |
+2
-2
@@ -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": "2.1.0",
|
||||
"version": "2.7.1",
|
||||
"acceptableVersions": [
|
||||
">=8.0.0"
|
||||
],
|
||||
"releaseDate": "2026-04-04",
|
||||
"releaseDate": "2026-04-09",
|
||||
"php": [
|
||||
">=8.1"
|
||||
]
|
||||
|
||||
Reference in New Issue
Block a user