feat: SmartAssistant v2.4.0 — create_call tool + behavioral rules system

- Add create_call tool: records phone calls as Call entity (not Meeting)
- Add AssistantRule entity: persistent behavioral rules the AI follows
- Add save_rule tool: AI can save new rules when user requests them
- Add systemInstructions to webhook: call vs meeting guidance, open question tracking
- Add recentCalls to case context for AI awareness
- Add AssistantRuleContextProvider: injects active rules per mode into context

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

DEPLOYMENT_PROMPT.md

@@ -0,0 +1,120 @@
+# SmartAssistant — פרומפט פריסה לסביבת פיתוח
+
+> **העתק את הפרומפט הבא כהודעה פותחת בשיחה חדשה של Claude Code, מתוך תיקיית הפרויקט.**
+
+---
+
+```
+## הקשר
+
+אני עובד על הרחבת SmartAssistant ל-EspoCRM — עוזר AI צף למשרד עורכי דין.
+הקוד מוכן (v1.0.3), וצריך להשלים את הפריסה בסביבת הפיתוח.
+
+קרא את DEPLOYMENT_REVIEW.md לסיכום מלא של מה בוצע, מה נבדק, ומה נשאר.
+
+## סביבת הפיתוח
+
+- 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)
+- קרדנשיאלים ב-Infisical (תיקיות /espocrm, /n8n)
+
+## המשימות — שלב 1: הכנה לפריסה
+
+בצע את המשימות הבאות בסדר. לפני כל שלב — עדכן אותי מה אתה הולך לעשות וחכה לאישור.
+
+### 1. בדיקת תאימות סביבה
+- בדוק גרסת EspoCRM בסביבת dev (צריך >= 8.0.0)
+- בדוק גרסת PHP (צריך >= 8.1)
+- בדוק שאין שאריות של מודולים ישנים (CrmAssistant / OfficeAssistant הוסרו מהפרויקט)
+
+### 2. בדיקת אנטיטי AssistantConversation
+- 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
+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
+{
+  "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) |
+| analyze_document | documentId | כן |
+| 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)

files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/FileStorageFactory.php

@@ -1,54 +0,0 @@
-<?php
-
-namespace Espo\Modules\SmartAssistant\Classes\FileStorage;
-
-use Espo\Core\Exceptions\Error;
-use Espo\Core\InjectableFactory;
-use Espo\Core\Utils\Config;
-use Espo\Core\Utils\Log;
-use Espo\Modules\NextCloudIntegration\Services\NextCloudService;
-
-class FileStorageFactory
-{
-    private Config $config;
-    private InjectableFactory $injectableFactory;
-    private Log $log;
-
-    public function __construct(Config $config, InjectableFactory $injectableFactory, Log $log)
-    {
-        $this->config = $config;
-        $this->injectableFactory = $injectableFactory;
-        $this->log = $log;
-    }
-
-    public function create(?string $userId = null): FileStorageInterface
-    {
-        $storageType = $this->config->get('assistantFileStorage', 'nextcloud');
-
-        return match ($storageType) {
-            'nextcloud' => $this->createNextCloud($userId),
-            'webdav' => $this->createWebDav(),
-            default => throw new Error("Unknown file storage type: {$storageType}"),
-        };
-    }
-
-    private function createNextCloud(?string $userId): NextCloudFileStorage
-    {
-        $nextCloudService = $this->injectableFactory->create(NextCloudService::class);
-        return new NextCloudFileStorage($nextCloudService->getClientForUser($userId));
-    }
-
-    private function createWebDav(): WebDavFileStorage
-    {
-        $url = $this->config->get('assistantWebDavUrl');
-        $user = $this->config->get('assistantWebDavUser');
-        $password = $this->config->get('assistantWebDavPassword');
-        $basePath = $this->config->get('assistantWebDavBasePath', '/webdav');
-
-        if (empty($url) || empty($user) || empty($password)) {
-            throw new Error('WebDAV file storage is not configured.');
-        }
-
-        return new WebDavFileStorage($url, $user, $password, $basePath);
-    }
-}

files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/FileStorageInterface.php

@@ -1,12 +0,0 @@
-<?php
-
-namespace Espo\Modules\SmartAssistant\Classes\FileStorage;
-
-interface FileStorageInterface
-{
-    public function listFolder(string $path): array;
-    public function downloadFile(string $path): string;
-    public function move(string $source, string $destination): bool;
-    public function createFolder(string $path): bool;
-    public function exists(string $path): bool;
-}

files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/NextCloudFileStorage.php

@@ -1,21 +0,0 @@
-<?php
-
-namespace Espo\Modules\SmartAssistant\Classes\FileStorage;
-
-use Espo\Modules\NextCloudIntegration\Classes\NextCloud\Client;
-
-class NextCloudFileStorage implements FileStorageInterface
-{
-    private Client $client;
-
-    public function __construct(Client $client)
-    {
-        $this->client = $client;
-    }
-
-    public function listFolder(string $path): array { return $this->client->listFolder($path); }
-    public function downloadFile(string $path): string { return $this->client->downloadFile($path); }
-    public function move(string $source, string $destination): bool { return $this->client->move($source, $destination); }
-    public function createFolder(string $path): bool { return $this->client->createFolderRecursive($path); }
-    public function exists(string $path): bool { return $this->client->exists($path); }
-}

files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/WebDavFileStorage.php

@@ -1,234 +0,0 @@
-<?php
-
-namespace Espo\Modules\SmartAssistant\Classes\FileStorage;
-
-use Espo\Core\Exceptions\Error;
-
-/**
- * Generic WebDAV file storage adapter.
- * Works with Synology NAS, ownCloud, and any standard WebDAV server.
- * Uses only DAV-standard operations (no NextCloud/OCS-specific extensions).
- */
-class WebDavFileStorage implements FileStorageInterface
-{
-    private string $baseUrl;
-    private string $username;
-    private string $password;
-    private string $webdavPath;
-
-    public function __construct(
-        string $baseUrl,
-        string $username,
-        string $password,
-        string $webdavPath = '/webdav'
-    ) {
-        $this->baseUrl = rtrim($baseUrl, '/');
-        $this->username = $username;
-        $this->password = $password;
-        $this->webdavPath = $webdavPath;
-    }
-
-    public function listFolder(string $path): array
-    {
-        $propfindXml = '<?xml version="1.0" encoding="UTF-8"?>
-            <d:propfind xmlns:d="DAV:">
-                <d:prop>
-                    <d:getlastmodified/>
-                    <d:getetag/>
-                    <d:getcontenttype/>
-                    <d:getcontentlength/>
-                    <d:resourcetype/>
-                </d:prop>
-            </d:propfind>';
-
-        $response = $this->request('PROPFIND', $path, $propfindXml, [
-            'Content-Type: application/xml',
-            'Depth: 1',
-        ]);
-
-        if ($response['status'] !== 207) {
-            throw new Error("Failed to list folder: HTTP " . $response['status']);
-        }
-
-        return $this->parsePropfindResponse($response['body'], $path);
-    }
-
-    public function downloadFile(string $path): string
-    {
-        $response = $this->request('GET', $path);
-
-        if ($response['status'] !== 200) {
-            throw new Error("Failed to download file: HTTP " . $response['status']);
-        }
-
-        return $response['body'];
-    }
-
-    public function move(string $source, string $destination): bool
-    {
-        $destUrl = $this->buildUrl($destination);
-
-        $response = $this->request('MOVE', $source, null, [
-            'Destination: ' . $destUrl,
-            'Overwrite: F',
-        ]);
-
-        if ($response['status'] !== 201 && $response['status'] !== 204) {
-            throw new Error("Failed to move: HTTP " . $response['status']);
-        }
-
-        return true;
-    }
-
-    public function createFolder(string $path): bool
-    {
-        $parts = array_filter(explode('/', $path));
-        $currentPath = '';
-
-        foreach ($parts as $part) {
-            $currentPath .= '/' . $part;
-            $response = $this->request('MKCOL', $currentPath);
-
-            // 201 = created, 405 = already exists
-            if ($response['status'] !== 201 && $response['status'] !== 405) {
-                throw new Error("Failed to create folder: HTTP " . $response['status']);
-            }
-        }
-
-        return true;
-    }
-
-    public function exists(string $path): bool
-    {
-        try {
-            $response = $this->request('PROPFIND', $path, null, ['Depth: 0']);
-            return $response['status'] === 207;
-        } catch (\Exception $e) {
-            return false;
-        }
-    }
-
-    private function buildUrl(string $path): string
-    {
-        $pathParts = explode('/', ltrim($path, '/'));
-        $encodedParts = array_map('rawurlencode', $pathParts);
-
-        return $this->baseUrl . $this->webdavPath . '/' . implode('/', $encodedParts);
-    }
-
-    /**
-     * @return array{status: int, body: string}
-     */
-    private function request(
-        string $method,
-        string $path,
-        ?string $body = null,
-        array $headers = []
-    ): array {
-        $url = $this->buildUrl($path);
-
-        $ch = curl_init();
-
-        $allHeaders = array_merge([
-            'Authorization: Basic ' . base64_encode($this->username . ':' . $this->password),
-        ], $headers);
-
-        curl_setopt_array($ch, [
-            CURLOPT_URL => $url,
-            CURLOPT_CUSTOMREQUEST => $method,
-            CURLOPT_RETURNTRANSFER => true,
-            CURLOPT_HTTPHEADER => $allHeaders,
-            CURLOPT_TIMEOUT => 120,
-            CURLOPT_SSL_VERIFYPEER => true,
-        ]);
-
-        if ($body !== null) {
-            curl_setopt($ch, CURLOPT_POSTFIELDS, $body);
-        }
-
-        $responseBody = curl_exec($ch);
-        $httpCode = curl_getinfo($ch, CURLINFO_HTTP_CODE);
-        $curlError = curl_error($ch);
-        curl_close($ch);
-
-        if ($curlError) {
-            throw new Error("WebDAV connection error: $curlError");
-        }
-
-        return [
-            'status' => $httpCode,
-            'body' => $responseBody,
-        ];
-    }
-
-    private function parsePropfindResponse(string $xml, string $basePath): array
-    {
-        $items = [];
-        $normalizedBasePath = '/' . trim($basePath, '/');
-
-        $doc = new \DOMDocument();
-        $doc->loadXML($xml);
-
-        $xpath = new \DOMXPath($doc);
-        $xpath->registerNamespace('d', 'DAV:');
-
-        $responses = $xpath->query('//d:response');
-
-        foreach ($responses as $response) {
-            $hrefNodes = $xpath->query('d:href', $response);
-            if ($hrefNodes->length === 0) {
-                continue;
-            }
-
-            $href = urldecode($hrefNodes->item(0)->textContent);
-
-            // Extract relative path by removing webdav prefix
-            $relativePath = $href;
-            $webdavPrefix = $this->webdavPath . '/';
-            if (($pos = strpos($href, $webdavPrefix)) !== false) {
-                $relativePath = substr($href, $pos + strlen($webdavPrefix));
-            }
-            $relativePath = '/' . trim($relativePath, '/');
-
-            // Skip the queried folder itself
-            if ($relativePath === $normalizedBasePath || $relativePath === $normalizedBasePath . '/') {
-                continue;
-            }
-
-            $propstat = $xpath->query('d:propstat/d:prop', $response)->item(0);
-            if (!$propstat) {
-                continue;
-            }
-
-            $resourceType = $xpath->query('d:resourcetype/d:collection', $propstat);
-            $isFolder = $resourceType->length > 0;
-
-            $contentLength = $xpath->query('d:getcontentlength', $propstat);
-            $size = $contentLength->length > 0 ? (int) $contentLength->item(0)->textContent : null;
-
-            $lastModified = $xpath->query('d:getlastmodified', $propstat);
-            $modified = $lastModified->length > 0 ? $lastModified->item(0)->textContent : null;
-
-            $contentType = $xpath->query('d:getcontenttype', $propstat);
-            $mimeType = $contentType->length > 0 ? $contentType->item(0)->textContent : null;
-
-            $items[] = [
-                'name' => basename($relativePath),
-                'path' => $relativePath,
-                'isFolder' => $isFolder,
-                'size' => $size,
-                'mimeType' => $isFolder ? 'folder' : $mimeType,
-                'modified' => $modified,
-            ];
-        }
-
-        usort($items, function ($a, $b) {
-            if ($a['isFolder'] !== $b['isFolder']) {
-                return $b['isFolder'] <=> $a['isFolder'];
-            }
-            return strcasecmp($a['name'], $b['name']);
-        });
-
-        return $items;
-    }
-}

files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/AssistantRule.json

@@ -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"
+        }
+    }
+}

files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/Global.json

@@ -1,10 +1,12 @@
 {
     "scopeNames": {
         "CaseMemory": "Case Memory",
+        "AssistantRule": "Assistant Rule",
         "SmartAssistant": "Smart Assistant"
     },
     "scopeNamesPlural": {
         "CaseMemory": "Case Memories",
+        "AssistantRule": "Assistant Rules",
         "SmartAssistant": "Smart Assistant"
     }
 }

files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/Integration.json

@@ -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",

files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/AssistantRule.json

@@ -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"
+        }
+    }
+}

files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/Global.json

@@ -1,10 +1,12 @@
 {
     "scopeNames": {
         "CaseMemory": "זיכרון תיק",
+        "AssistantRule": "כלל התנהגות",
         "SmartAssistant": "עוזר חכם"
     },
     "scopeNamesPlural": {
         "CaseMemory": "זיכרונות תיקים",
+        "AssistantRule": "כללי התנהגות",
         "SmartAssistant": "עוזר חכם"
     }
 }

files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/Integration.json

@@ -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",

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/entityDefs/AssistantRule.json

@@ -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"]
+        }
+    }
+}

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/integrations/SmartAssistant.json

@@ -8,6 +8,10 @@
             "type": "varchar",
             "maxLength": 255
         },
+        "espocrmApiKey": {
+            "type": "varchar",
+            "maxLength": 255
+        },
         "maxMessagesPerHour": {
             "type": "int",
             "default": 30

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/AssistantRule/detail.json

@@ -0,0 +1,11 @@
+[
+    {
+        "label": "Overview",
+        "rows": [
+            [{"name": "name"}, {"name": "scope"}],
+            [{"name": "isActive"}, false],
+            [{"name": "rule", "fullWidth": true}],
+            [{"name": "createdAt"}, {"name": "createdBy"}]
+        ]
+    }
+]

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/AssistantRule/list.json

@@ -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}
+]

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/scopes/AssistantRule.json

@@ -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
+}

files/custom/Espo/Modules/SmartAssistant/Services/ActionExecutor.php

@@ -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 +41,17 @@ 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),
             'schedule_hearing' => $this->scheduleHearing($params, $caseId, $userId),
             'list_documents' => $this->listDocuments($caseId),
             'analyze_document' => $this->analyzeDocument($params, $caseId),
             'rename_document' => $this->renameDocument($params),
+            'upload_document' => $this->uploadDocument($params, $caseId),
+            'generate_document' => $this->generateDocument($params, $caseId),
+            'merge_documents' => $this->mergeDocuments($params, $caseId),
             'save_memory' => $this->saveMemory($params, $caseId, $userId),
-            default => throw new Error("Unknown tool: {$tool}"),
+            'save_rule' => $this->saveRule($params, $userId),
+            default => $this->executePluginTool($tool, $params, $caseId, $userId),
         };
     }
 
@@ -74,6 +82,32 @@ 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
     {
         $taskData = [
@@ -160,6 +194,29 @@ class ActionExecutor
         return ['success' => true, 'message' => "✅ פגישה \"{$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 scheduleHearing(array $params, ?string $caseId, string $userId): array
     {
         $case = $this->entityManager->getEntityById('Case', $caseId);
@@ -243,6 +300,99 @@ class ActionExecutor
         return ['success' => true, 'message' => "המסמך שונה מ-\"{$result['oldName']}\" ל-\"{$result['newName']}\"", 'data' => $result];
     }
 
+    private function uploadDocument(array $params, ?string $caseId): array
+    {
+        if (!$caseId) {
+            throw new Error('upload_document requires a case context.');
+        }
+
+        $fileName = $params['fileName'] ?? null;
+        $content = $params['content'] ?? null;
+        if (!$fileName) throw new Error('fileName parameter is required.');
+        if (!$content) throw new Error('content parameter is required (base64-encoded file data).');
+
+        $decoded = base64_decode($content, true);
+        if ($decoded === false) {
+            throw new Error('content is not valid base64.');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $result = $analyzer->uploadDocument($caseId, $fileName, $decoded, $params['folder'] ?? null);
+
+        $msg = "✅ מסמך \"{$fileName}\" הועלה בהצלחה";
+        if (!empty($params['folder'])) {
+            $msg .= " לתיקייה \"{$params['folder']}\"";
+        }
+
+        return ['success' => true, 'message' => $msg, 'data' => $result];
+    }
+
+    private function generateDocument(array $params, ?string $caseId): array
+    {
+        if (!$caseId) {
+            throw new Error('generate_document requires a case context.');
+        }
+
+        $templateId = $params['templateId'] ?? null;
+        if (!$templateId) throw new Error('templateId parameter is required.');
+
+        $template = $this->entityManager->getEntityById('DocumentTemplate', $templateId);
+        if (!$template) throw new NotFound("Template {$templateId} not found.");
+
+        $documentSubject = $params['documentSubject'] ?? null;
+
+        $templateService = $this->injectableFactory->create(
+            \Espo\Modules\NetworkStorageIntegration\Services\DocumentTemplateService::class
+        );
+
+        $result = $templateService->createFromTemplate($templateId, 'Case', $caseId, $documentSubject);
+
+        if (empty($result['success'])) {
+            throw new Error('Failed to generate document from template.');
+        }
+
+        $templateName = $template->get('name') ?? 'document';
+        $fileName = $result['fileName'] ?? "{$templateName}.docx";
+
+        $msg = "✅ מסמך \"{$fileName}\" נוצר בהצלחה מתבנית \"{$templateName}\"";
+
+        return [
+            'success' => true,
+            'message' => $msg,
+            'data' => ['fileName' => $fileName],
+        ];
+    }
+
+    private function mergeDocuments(array $params, ?string $caseId): array
+    {
+        if (!$caseId) {
+            throw new Error('merge_documents requires a case context.');
+        }
+
+        $documentIds = $params['documentIds'] ?? [];
+        if (empty($documentIds)) throw new Error('documentIds parameter is required (array of document IDs).');
+
+        $documents = [];
+        foreach ($documentIds as $docId) {
+            $doc = $this->entityManager->getEntityById('Document', $docId);
+            if (!$doc) throw new NotFound("Document {$docId} not found.");
+            $documents[] = $doc;
+        }
+
+        $mergerService = $this->injectableFactory->create(
+            \Espo\Modules\NetworkStorageIntegration\Services\DocumentMergerService::class
+        );
+
+        $options = $params['options'] ?? [];
+        $mergedPath = $mergerService->mergeWithLabels($documents, $options);
+
+        return [
+            'success' => true,
+            'message' => "✅ " . count($documents) . " מסמכים מוזגו בהצלחה",
+            'data' => ['path' => $mergedPath, 'documentCount' => count($documents)],
+        ];
+    }
+
     private function normalizeDateTime(?string $value): ?string
     {
         if ($value === null || $value === '') return null;
@@ -257,4 +407,23 @@ class ActionExecutor
         if ($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);
+    }
 }

files/custom/Espo/Modules/SmartAssistant/Services/AssistantRuleContextProvider.php

@@ -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;
+    }
+}

files/custom/Espo/Modules/SmartAssistant/Services/CaseContextBuilder.php

@@ -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 = [];

files/custom/Espo/Modules/SmartAssistant/Services/DocumentAnalyzer.php

@@ -6,8 +6,8 @@ use Espo\Core\Exceptions\Error;
 use Espo\Core\InjectableFactory;
 use Espo\Core\Utils\Log;
 use Espo\ORM\EntityManager;
-use Espo\Modules\SmartAssistant\Classes\FileStorage\FileStorageFactory;
-use Espo\Modules\SmartAssistant\Classes\FileStorage\FileStorageInterface;
+use Espo\Modules\NetworkStorageIntegration\Services\NetworkDocumentService;
+use Espo\Modules\NetworkStorageIntegration\Classes\StorageClientInterface;
 
 class DocumentAnalyzer
 {
@@ -43,17 +43,19 @@ class DocumentAnalyzer
         $casePath = $this->getCaseFolderPath($caseId);
         if (!$casePath) return ['casePath' => null, 'totalFiles' => 0, 'folders' => [], 'rootFiles' => []];
 
-        $storage = $this->getStorage();
-        $topLevel = $storage->listFolder($casePath);
+        $client = $this->getStorageClient();
+        $topLevel = $client->listFolder($casePath);
         $folders = []; $rootFiles = []; $totalFiles = 0;
 
         foreach ($topLevel as $item) {
-            if ($item['isFolder']) {
+            $isFolder = ($item['type'] ?? null) === 'folder' || !empty($item['isFolder']);
+            if ($isFolder) {
                 $subFiles = [];
                 try {
-                    foreach ($storage->listFolder($item['path']) as $sub) {
-                        if (!$sub['isFolder']) {
-                            $subFiles[] = ['name' => $sub['name'], 'path' => $sub['path'], 'size' => $sub['size'], 'mimeType' => $sub['mimeType'], 'modified' => $sub['modified'] ?? null];
+                    foreach ($client->listFolder($item['path']) as $sub) {
+                        $subIsFolder = ($sub['type'] ?? null) === 'folder' || !empty($sub['isFolder']);
+                        if (!$subIsFolder) {
+                            $subFiles[] = ['name' => $sub['name'], 'path' => $sub['path'], 'size' => $sub['size'] ?? null, 'mimeType' => $sub['mimeType'] ?? null, 'modified' => $sub['modified'] ?? null];
                             $totalFiles++;
                         }
                     }
@@ -62,7 +64,7 @@ class DocumentAnalyzer
                 }
                 $folders[] = ['name' => $item['name'], 'path' => $item['path'], 'files' => $subFiles];
             } else {
-                $rootFiles[] = ['name' => $item['name'], 'path' => $item['path'], 'size' => $item['size'], 'mimeType' => $item['mimeType'], 'modified' => $item['modified'] ?? null];
+                $rootFiles[] = ['name' => $item['name'], 'path' => $item['path'], 'size' => $item['size'] ?? null, 'mimeType' => $item['mimeType'] ?? null, 'modified' => $item['modified'] ?? null];
                 $totalFiles++;
             }
         }
@@ -72,17 +74,12 @@ class DocumentAnalyzer
 
     public function extractTextContent(string $filePath): ?string
     {
-        $storage = $this->getStorage();
-        $parentPath = dirname($filePath);
+        $client = $this->getStorageClient();
         $filename = basename($filePath);
 
-        try { $items = $storage->listFolder($parentPath); } catch (\Exception $e) { return null; }
+        try { $content = $client->downloadFile($filePath); } catch (\Exception $e) { return null; }
 
-        $fileSize = null;
-        foreach ($items as $item) { if ($item['name'] === $filename) { $fileSize = $item['size']; break; } }
-        if ($fileSize !== null && $fileSize > self::MAX_FILE_SIZE) return null;
-
-        try { $content = $storage->downloadFile($filePath); } catch (\Exception $e) { return null; }
+        if (strlen($content) > self::MAX_FILE_SIZE) return null;
 
         if (!is_dir(self::TMP_DIR)) mkdir(self::TMP_DIR, 0755, true);
         $tmpFile = self::TMP_DIR . '/' . uniqid('doc_') . '_' . $filename;
@@ -107,7 +104,7 @@ class DocumentAnalyzer
 
     public function renameDocument(string $sourcePath, string $newName): array
     {
-        $storage = $this->getStorage();
+        $client = $this->getStorageClient();
         $parentPath = dirname($sourcePath);
         $oldName = basename($sourcePath);
 
@@ -120,21 +117,66 @@ class DocumentAnalyzer
         $destination = $parentPath . '/' . $newName;
         if ($sourcePath === $destination) return ['success' => true, 'oldPath' => $sourcePath, 'newPath' => $destination, 'oldName' => $oldName, 'newName' => $newName];
 
-        $storage->move($sourcePath, $destination);
+        $client->move($sourcePath, $destination);
         $this->updateDocumentEntity($sourcePath, $destination);
 
         return ['success' => true, 'oldPath' => $sourcePath, 'newPath' => $destination, 'oldName' => $oldName, 'newName' => $newName];
     }
 
-    private function getCaseFolderPath(string $caseId): ?string
+    public function uploadDocument(string $caseId, string $fileName, string $content, ?string $subfolder = null): array
     {
-        $case = $this->entityManager->getEntityById('Case', $caseId);
-        return $case ? ($case->get('nextCloudFolderPath') ?: null) : null;
+        $casePath = $this->getCaseFolderPath($caseId);
+        if (!$casePath) {
+            throw new Error('Case does not have a document folder configured (networkStorageFolderPath).');
+        }
+
+        $client = $this->getStorageClient();
+
+        $targetDir = $casePath;
+        if ($subfolder) {
+            $targetDir = $casePath . '/' . trim($subfolder, '/');
+            if (!$client->exists($targetDir)) {
+                $client->createFolderRecursive($targetDir);
+            }
+        }
+
+        $targetPath = $targetDir . '/' . $fileName;
+        $client->uploadFile($targetPath, $content);
+
+        return [
+            'path' => $targetPath,
+            'fileName' => $fileName,
+            'folder' => $subfolder,
+        ];
     }
 
-    private function getStorage(): FileStorageInterface
+    public function getCaseFolderPath(string $caseId): ?string
     {
-        return $this->injectableFactory->create(FileStorageFactory::class)->create();
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) return null;
+
+        // Try stored path first
+        $storedPath = $case->get('networkStorageFolderPath') ?: null;
+        if ($storedPath) return $storedPath;
+
+        // Fall back to computed path from NetworkDocumentService
+        try {
+            $nds = $this->getNetworkDocumentService();
+            return $nds->getEntityFolderPath('Case', $caseId);
+        } catch (\Exception $e) {
+            $this->log->warning("SmartAssistant: Failed to get case folder path: " . $e->getMessage());
+            return null;
+        }
+    }
+
+    private function getStorageClient(): StorageClientInterface
+    {
+        return $this->getNetworkDocumentService()->getClient();
+    }
+
+    private function getNetworkDocumentService(): NetworkDocumentService
+    {
+        return $this->injectableFactory->create(NetworkDocumentService::class);
     }
 
     private function extractFromPdf(string $tmpFile): ?string
@@ -168,10 +210,10 @@ class DocumentAnalyzer
     private function updateDocumentEntity(string $oldPath, string $newPath): void
     {
         try {
-            $doc = $this->entityManager->getRDBRepository('Document')->where(['nextCloudPath' => $oldPath])->findOne();
+            $doc = $this->entityManager->getRDBRepository('Document')->where(['networkStoragePath' => $oldPath])->findOne();
             if ($doc) {
-                $doc->set('nextCloudPath', $newPath);
-                $doc->set('nextCloudFilename', basename($newPath));
+                $doc->set('networkStoragePath', $newPath);
+                $doc->set('networkStorageFileName', basename($newPath));
                 $this->entityManager->saveEntity($doc);
             }
         } catch (\Exception $e) {}

files/custom/Espo/Modules/SmartAssistant/Services/SmartAssistantService.php

@@ -18,7 +18,7 @@ class SmartAssistantService
     public const NOTE_TYPE_ACTION = 'SmartAction';
 
     // All tools execute inline — Shira has full permissions
-    private const TOOLS_REQUIRING_CASE = ['change_status', 'schedule_hearing', 'list_documents', 'analyze_document', 'save_memory'];
+    private const TOOLS_REQUIRING_CASE = ['change_status', 'schedule_hearing', 'list_documents', 'analyze_document', 'upload_document', 'generate_document', 'merge_documents', 'save_memory'];
 
     private EntityManager $entityManager;
     private InjectableFactory $injectableFactory;
@@ -71,6 +71,10 @@ 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_';
@@ -374,12 +378,19 @@ 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'];
@@ -459,6 +470,38 @@ 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');

manifest.json

@@ -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": "2.1.3",
+    "version": "2.4.0",
     "acceptableVersions": [
         ">=8.0.0"
     ],
-    "releaseDate": "2026-04-04",
+    "releaseDate": "2026-04-06",
     "php": [
         ">=8.1"
     ]