fix(2.9.2): add AssistantRule Controller — fixes silent save_rule 404

Without Controllers/AssistantRule.php, EspoCRM responds 404 "Controller
'AssistantRule' does not exist" on every POST/GET /api/v1/AssistantRule,
even though scopes/AssistantRule.json declares entity=true, object=true,
acl=true. The save_rule tool in shira-hermes calls the Record endpoint
directly, gets the 404, falls back to nothing (because the user_id branch
of the fallback rarely matches), and the LLM tells the user "✅ כלל נשמר"
without verification — yet another instance of the hallucination pattern.

A one-line Controller class that extends Espo\Core\Controllers\Record
exposes the standard CRUD verbs and unlocks the storage path that the
rest of the stack already expected. Verified in prod: GET, POST, DELETE
all return 200 after this is in place.

Paired with shira-hermes 06b27e9 which teaches the LLM to actually read
the tool result and never report success on a ❌ response.

Refs Task Master #6

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

.gitignore

@@ -0,0 +1,2 @@
+*.zip
+build/

.taskmaster/config.json

@@ -0,0 +1,46 @@
+{
+  "models": {
+    "main": {
+      "provider": "claude-code",
+      "modelId": "sonnet",
+      "maxTokens": 64000,
+      "temperature": 0.2,
+      "id": "sonnet"
+    },
+    "research": {
+      "provider": "claude-code",
+      "modelId": "sonnet",
+      "maxTokens": 8700,
+      "temperature": 0.1,
+      "id": "claude-sonnet-4-20250514"
+    },
+    "fallback": {
+      "provider": "claude-code",
+      "modelId": "sonnet",
+      "maxTokens": 120000,
+      "temperature": 0.2
+    }
+  },
+  "global": {
+    "logLevel": "info",
+    "debug": false,
+    "defaultNumTasks": 10,
+    "defaultSubtasks": 5,
+    "defaultPriority": "medium",
+    "projectName": "Task Master",
+    "ollamaBaseURL": "http://localhost:11434/api",
+    "bedrockBaseURL": "https://bedrock.us-east-1.amazonaws.com",
+    "responseLanguage": "English",
+    "enableCodebaseAnalysis": true,
+    "enableProxy": false,
+    "anonymousTelemetry": true,
+    "userId": "1234567890"
+  },
+  "claudeCode": {},
+  "codexCli": {},
+  "grokCli": {
+    "timeout": 120000,
+    "workingDirectory": null,
+    "defaultModel": "grok-4-latest"
+  }
+}

.taskmaster/state.json

@@ -0,0 +1,6 @@
+{
+  "currentTag": "master",
+  "lastSwitched": "2026-04-14T06:05:06.044Z",
+  "branchTagMapping": {},
+  "migrationNoticeShown": true
+}

DEPLOYMENT_REVIEW.md

@@ -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.

README.md

@@ -1,6 +1,6 @@
 # SmartAssistant - עוזר חכם
 
-**גרסה:** 1.1.7 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
+**גרסה:** 2.8.0 | **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.

build.sh

@@ -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"
+rm -f "$BUILDDIR/$ZIPNAME"
-zip -r "$ZIPNAME" manifest.json files/ \
+zip -r "$BUILDDIR/$ZIPNAME" manifest.json files/ \
-  -x "*.DS_Store" "*__MACOSX*" "*.zip"
+  -x "*.DS_Store" "*__MACOSX*"
-echo "✓ Built: $ZIPNAME ($(du -h "$ZIPNAME" | cut -f1))"
+echo "✓ Built: $BUILDDIR/$ZIPNAME ($(du -h "$BUILDDIR/$ZIPNAME" | cut -f1))"

files/client/custom/modules/smart-assistant/src/views/floating-chat.js

@@ -457,14 +457,23 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
             var $btn = this.$el.find('.sa-chat-send');
 
             $messages.append('<div class="sa-msg sa-msg-user">' + this.escapeHtml(message) + '</div>');
+            var thinkingText = this.translate('Thinking', 'labels', 'SmartAssistant') || 'חושבת...';
             var $loading = $('<div class="sa-msg sa-msg-loading"><span class="fas fa-spinner fa-spin" style="margin-left: 5px;"></span> ' +
-                this.escapeHtml(this.translate('Thinking', 'labels', 'SmartAssistant') || 'חושבת...') + '</div>');
+                '<span class="sa-thinking-text">' + this.escapeHtml(thinkingText) + '</span></div>');
             $messages.append($loading);
             this.scrollToBottom();
 
             $btn.prop('disabled', true);
             $input.prop('disabled', true).val('').css('height', 'auto');
 
+            // After 60s, swap the spinner text to a "still working" hint so users
+            // know the longer requests (multi-tool flows) haven't stalled.
+            var slowHintText = this.translate('SlowHint', 'labels', 'SmartAssistant') ||
+                'חושבת... זה לוקח קצת יותר זמן כי אני מעבדת כמה מקורות במקביל';
+            var slowHintTimer = setTimeout(function () {
+                $loading.find('.sa-thinking-text').text(slowHintText);
+            }, 60000);
+
             var payload = {
                 message: message,
                 mode: this.currentMode,
@@ -474,7 +483,8 @@ 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: 600000}).then(function (response) {
+                clearTimeout(slowHintTimer);
                 self.conversationId = response.conversationId;
                 $loading.remove();
 
@@ -492,6 +502,7 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
                 self.scrollToBottom();
                 $input.prop('disabled', false).focus();
             }).catch(function () {
+                clearTimeout(slowHintTimer);
                 $loading.remove();
                 $messages.append('<div class="sa-msg sa-msg-error">' +
                     self.escapeHtml(self.translate('Error', 'labels', 'SmartAssistant') || 'שגיאה בתקשורת') + '</div>');

files/custom/Espo/Modules/SmartAssistant/Controllers/AssistantRule.php

@@ -0,0 +1,16 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Controllers;
+
+/**
+ * Exposes the AssistantRule entity over the standard REST API
+ * (GET/POST/PUT/DELETE /api/v1/AssistantRule).
+ *
+ * Without this controller class EspoCRM responds 404 "Controller does not exist"
+ * even when the entity, object, and acl flags in scopes/AssistantRule.json are
+ * set. Inheriting from Record gives us the full CRUD surface — list/search,
+ * read, create, update, delete — with ACL enforcement.
+ */
+class AssistantRule extends \Espo\Core\Controllers\Record
+{
+}

files/custom/Espo/Modules/SmartAssistant/Controllers/SmartAssistant.php

@@ -9,17 +9,25 @@ 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\Modules\SmartAssistant\Services\FreeDocumentGenerator;
+use Espo\Modules\SmartAssistant\Services\CaseFolderManager;
+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 +177,326 @@ 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;
+        $params = json_decode(json_encode($data->params ?? []), true) ?? [];
+        $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 postActionGetDocumentBytes(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $filePath = $data->filePath ?? null;
+        if (empty($filePath)) {
+            throw new BadRequest('filePath is required.');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return $analyzer->getDocumentBytes($filePath);
+    }
+
+    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 postActionListDocuments(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        if (empty($caseId)) {
+            throw new BadRequest('caseId is required.');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return $analyzer->listDocumentsRecursive($caseId);
+    }
+
+    public function postActionBrowseFolder(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $path = $data->path ?? null;
+        if ($path === null) {
+            throw new BadRequest('path is required.');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return [
+            'path' => $path,
+            'entries' => $analyzer->browseFolder((string) $path),
+        ];
+    }
+
+    public function postActionFindCaseFolder(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $query = $data->query ?? null;
+        if (empty($query)) {
+            throw new BadRequest('query is required.');
+        }
+
+        $limit = isset($data->limit) ? max(1, min((int) $data->limit, 50)) : 20;
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return [
+            'query' => $query,
+            'matches' => $analyzer->findCaseFolder((string) $query, $limit),
+        ];
+    }
+
+    public function postActionSetCaseFolderPath(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        if (!$this->acl->checkScope('Case', 'edit')) {
+            throw new Forbidden('No edit access to Case.');
+        }
+
+        $data = $request->getParsedBody();
+        $caseId = $data->caseId ?? null;
+        $path = $data->path ?? null;
+
+        if (empty($caseId) || empty($path)) {
+            throw new BadRequest('caseId and path are required.');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return $analyzer->setCaseFolderPath((string) $caseId, (string) $path);
+    }
+
+    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);
+    }
+
+    public function postActionCreateDocument(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        $title = $data->title ?? null;
+        $body = $data->body ?? null;
+
+        if (empty($caseId)) {
+            throw new BadRequest('caseId is required.');
+        }
+        if (empty($title)) {
+            throw new BadRequest('title is required.');
+        }
+        if (empty($body)) {
+            throw new BadRequest('body is required.');
+        }
+
+        $documentType = $data->documentType ?? 'letter';
+        $recipient = $data->recipient ?? null;
+
+        $generator = $this->injectableFactory->create(FreeDocumentGenerator::class);
+
+        return $generator->generate($caseId, $title, $body, $documentType, $recipient);
+    }
+
+    public function postActionWriteToFolder(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        $relPath = $data->relPath ?? null;
+        $contentBase64 = $data->contentBase64 ?? null;
+
+        if (empty($caseId)) throw new BadRequest('caseId is required.');
+        if (empty($relPath)) throw new BadRequest('relPath is required.');
+        if (!isset($contentBase64)) throw new BadRequest('contentBase64 is required.');
+
+        $content = base64_decode((string) $contentBase64, true);
+        if ($content === false) {
+            throw new BadRequest('contentBase64 is not valid base64.');
+        }
+
+        $manager = $this->injectableFactory->create(CaseFolderManager::class);
+        return $manager->writeFile($caseId, $relPath, $content);
+    }
+
+    public function postActionCreateFolder(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        $relPath = $data->relPath ?? null;
+
+        if (empty($caseId)) throw new BadRequest('caseId is required.');
+        if (empty($relPath)) throw new BadRequest('relPath is required.');
+
+        $manager = $this->injectableFactory->create(CaseFolderManager::class);
+        return $manager->createFolder($caseId, $relPath);
+    }
+
+    public function postActionRenameItem(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        $currentRelPath = $data->currentRelPath ?? null;
+        $newName = $data->newName ?? null;
+
+        if (empty($caseId)) throw new BadRequest('caseId is required.');
+        if (empty($currentRelPath)) throw new BadRequest('currentRelPath is required.');
+        if (empty($newName)) throw new BadRequest('newName is required.');
+
+        $manager = $this->injectableFactory->create(CaseFolderManager::class);
+        return $manager->renameItem($caseId, $currentRelPath, $newName);
+    }
+
+    public function postActionMoveItem(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        $sourceRelPath = $data->sourceRelPath ?? null;
+        $targetRelPath = $data->targetRelPath ?? null;
+
+        if (empty($caseId)) throw new BadRequest('caseId is required.');
+        if (empty($sourceRelPath)) throw new BadRequest('sourceRelPath is required.');
+        if (empty($targetRelPath)) throw new BadRequest('targetRelPath is required.');
+
+        $manager = $this->injectableFactory->create(CaseFolderManager::class);
+        return $manager->moveItem($caseId, $sourceRelPath, $targetRelPath);
+    }
+
+    public function postActionMarkForDeletion(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        $fileRelPath = $data->fileRelPath ?? null;
+
+        if (empty($caseId)) throw new BadRequest('caseId is required.');
+        if (empty($fileRelPath)) throw new BadRequest('fileRelPath is required.');
+
+        $manager = $this->injectableFactory->create(CaseFolderManager::class);
+        return $manager->markForDeletion($caseId, $fileRelPath);
+    }
 }

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

@@ -11,6 +11,7 @@
         "No previous conversations": "No previous conversations",
         "Ask the assistant...": "Ask the assistant...",
         "Thinking": "Thinking...",
+        "SlowHint": "Still thinking… this one is taking a bit longer because I'm processing multiple sources",
         "Error": "Communication error",
         "Back": "Back",
         "Chat with the assistant": "Chat with the assistant",

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

@@ -0,0 +1,9 @@
+{
+    "fields": {
+        "markedForDeletionAt": "סומן למחיקה בתאריך",
+        "markedForDeletionBy": "סומן למחיקה על ידי"
+    },
+    "tooltips": {
+        "markedForDeletionAt": "מסמך זה סומן למחיקה על ידי שירה ומחכה לאישור ידני של עו\"ד למחיקה הפיזית."
+    }
+}

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

@@ -11,6 +11,7 @@
         "No previous conversations": "אין שיחות קודמות",
         "Ask the assistant...": "שאל/י את שירה...",
         "Thinking": "חושבת...",
+        "SlowHint": "חושבת... זה לוקח קצת יותר זמן כי אני מעבדת כמה מקורות במקביל",
         "Error": "שגיאה בתקשורת",
         "Back": "חזרה",
         "Chat with the assistant": "שוחח/י עם שירה",

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

@@ -0,0 +1,19 @@
+{
+    "fields": {
+        "markedForDeletionAt": {
+            "type": "datetime",
+            "readOnly": true,
+            "tooltip": true
+        },
+        "markedForDeletionBy": {
+            "type": "link",
+            "readOnly": true
+        }
+    },
+    "links": {
+        "markedForDeletionBy": {
+            "type": "belongsTo",
+            "entity": "User"
+        }
+    }
+}

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

@@ -27,6 +27,18 @@
         "upcomingHearingDays": {
             "type": "int",
             "default": 7
+        },
+        "maxDocumentChars": {
+            "type": "int",
+            "default": 100000
+        },
+        "agenticLoopEnabled": {
+            "type": "bool",
+            "default": true
+        },
+        "maxAgenticLoops": {
+            "type": "int",
+            "default": 3
         }
     },
     "allowUserAccess": false,

files/custom/Espo/Modules/SmartAssistant/Resources/routes.json

@@ -86,5 +86,13 @@
             "controller": "SmartAssistant",
             "action": "saveMemory"
         }
+    },
+    {
+        "route": "/SmartAssistant/action/executeTool",
+        "method": "post",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "executeTool"
+        }
     }
 ]

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

@@ -49,7 +49,10 @@ class ActionExecutor
             '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),
@@ -383,6 +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 = $params['sourcePath'] ?? null;
@@ -395,6 +457,37 @@ class ActionExecutor
         return ['success' => true, 'message' => "המסמך שונה מ-\"{$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) {

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

@@ -46,7 +46,7 @@ class AlertCalculator
             ->where(['status!=' => self::CLOSED_STATUSES, 'deleted' => false])->count();
 
         $totalOverdueTasks = $this->entityManager->getRDBRepository('Task')
-            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd<' => $today, 'dateEnd!=' => null, 'deleted' => false, 'parentType' => 'Case'])->count();
+            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd<' => $today, 'dateEnd!=' => null, 'deleted' => false, 'parentType' => ['Case', 'Contact']])->count();
 
         $upcomingHearings = $this->entityManager->getRDBRepository('Case')
             ->where(['cNextHearing>=' => $today, 'cNextHearing<=' => $weekEnd, 'status!=' => self::CLOSED_STATUSES, 'deleted' => false])->count();
@@ -69,11 +69,12 @@ class AlertCalculator
     {
         $alerts = [];
         $now = new \DateTime();
+        $today = $now->format('Y-m-d');
         $warningThreshold = (new \DateTime())->modify("-{$warningDays} days")->format('Y-m-d H:i:s');
         $criticalThreshold = (new \DateTime())->modify("-{$criticalDays} days")->format('Y-m-d H:i:s');
 
         $cases = $this->entityManager->getRDBRepository('Case')
-            ->select(['id', 'name', 'status', 'assignedUserName', 'cLastActivityAt', 'createdAt'])
+            ->select(['id', 'name', 'status', 'assignedUserName', 'cLastActivityAt', 'createdAt', 'cNextHearing'])
             ->where([
                 'status!=' => self::CLOSED_STATUSES, 'deleted' => false,
                 'OR' => [
@@ -83,6 +84,17 @@ class AlertCalculator
             ])->order('cLastActivityAt', 'ASC')->limit(0, 50)->find();
 
         foreach ($cases as $case) {
+            $status = $case->get('status');
+
+            // Suppress inactivity alerts for cases legitimately awaiting court action.
+            // PendingDecision: nothing the lawyer can do until the court rules.
+            // PendingHearing: nothing to do if a future hearing is already scheduled.
+            if ($status === 'PendingDecision') continue;
+            if ($status === 'PendingHearing') {
+                $nextHearing = $case->get('cNextHearing');
+                if ($nextHearing && $nextHearing >= $today) continue;
+            }
+
             $lastActivity = $case->get('cLastActivityAt') ?? $case->get('createdAt');
             if (!$lastActivity) continue;
             $daysSince = $now->diff(new \DateTime($lastActivity))->days;
@@ -106,7 +118,7 @@ class AlertCalculator
 
         $tasks = $this->entityManager->getRDBRepository('Task')
             ->select(['id', 'name', 'dateEnd', 'status', 'parentId', 'parentType', 'parentName', 'assignedUserName'])
-            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd<' => $today, 'dateEnd!=' => null, 'deleted' => false, 'parentType' => 'Case'])
+            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd<' => $today, 'dateEnd!=' => null, 'deleted' => false, 'parentType' => ['Case', 'Contact']])
             ->order('dateEnd', 'ASC')->limit(0, 50)->find();
 
         foreach ($tasks as $task) {
@@ -132,7 +144,7 @@ class AlertCalculator
         $recentTaskThreshold = date('Y-m-d H:i:s', strtotime('-7 days'));
 
         $cases = $this->entityManager->getRDBRepository('Case')
-            ->select(['id', 'name', 'cNextHearing', 'assignedUserName', 'cLastActivityAt'])
+            ->select(['id', 'name', 'cNextHearing', 'assignedUserName', 'cLastActivityAt', 'contactId'])
             ->where(['cNextHearing>=' => $today, 'cNextHearing<=' => $threshold, 'status!=' => self::CLOSED_STATUSES, 'deleted' => false])
             ->order('cNextHearing', 'ASC')->find();
 
@@ -140,13 +152,7 @@ class AlertCalculator
             $lastActivity = $case->get('cLastActivityAt');
             if ($lastActivity && $lastActivity >= $recentActivityThreshold) continue;
 
-            $openTaskCount = $this->entityManager->getRDBRepository('Task')
+            if ($this->caseHasPreparation($case, $recentTaskThreshold)) continue;
-                ->where(['parentId' => $case->get('id'), 'parentType' => 'Case', 'status!=' => ['Completed', 'Canceled', 'Deferred'], 'deleted' => false])->count();
-            if ($openTaskCount > 0) continue;
-
-            $recentCompleted = $this->entityManager->getRDBRepository('Task')
-                ->where(['parentId' => $case->get('id'), 'parentType' => 'Case', 'status' => 'Completed', 'modifiedAt>=' => $recentTaskThreshold, 'deleted' => false])->count();
-            if ($recentCompleted > 0) continue;
 
             $daysUntil = (new \DateTime())->diff(new \DateTime($case->get('cNextHearing')))->days;
             $severity = ($daysUntil <= 1) ? 'critical' : 'warning';
@@ -162,6 +168,104 @@ class AlertCalculator
         return $alerts;
     }
 
+    /**
+     * Check if a case has any evidence of hearing preparation:
+     * 1. Tasks linked directly to the case (parentType='Case')
+     * 2. Tasks linked to the case's contacts (parentType='Contact')
+     * 3. Tasks linked through NhActivity records for this case
+     */
+    private function caseHasPreparation(\Espo\ORM\Entity $case, string $recentTaskThreshold): bool
+    {
+        $caseId = $case->get('id');
+
+        // Collect all parentId+parentType pairs that relate to this case
+        $parentConditions = [
+            ['parentType' => 'Case', 'parentId' => $caseId],
+        ];
+
+        // Also check tasks linked to the case's contacts
+        $contactIds = $this->getCaseContactIds($case);
+        if (!empty($contactIds)) {
+            $parentConditions[] = ['parentType' => 'Contact', 'parentId' => $contactIds];
+        }
+
+        // Check 1: Any open tasks linked to the case or its contacts
+        $openTaskCount = $this->entityManager->getRDBRepository('Task')
+            ->where([
+                'OR' => $parentConditions,
+                'status!=' => ['Completed', 'Canceled', 'Deferred'],
+                'deleted' => false,
+            ])->count();
+        if ($openTaskCount > 0) return true;
+
+        // Check 2: Any recently completed tasks linked to the case or its contacts
+        $recentCompleted = $this->entityManager->getRDBRepository('Task')
+            ->where([
+                'OR' => $parentConditions,
+                'status' => 'Completed',
+                'modifiedAt>=' => $recentTaskThreshold,
+                'deleted' => false,
+            ])->count();
+        if ($recentCompleted > 0) return true;
+
+        // Check 3: Tasks linked through NhActivity records for this case
+        $nhActivityTaskCount = $this->entityManager->getRDBRepository('NhActivity')
+            ->where([
+                'caseId' => $caseId,
+                'taskId!=' => null,
+                'deleted' => false,
+            ])->count();
+
+        if ($nhActivityTaskCount > 0) {
+            $nhActivities = $this->entityManager->getRDBRepository('NhActivity')
+                ->select(['taskId'])
+                ->where([
+                    'caseId' => $caseId,
+                    'taskId!=' => null,
+                    'deleted' => false,
+                ])->find();
+
+            $taskIds = [];
+            foreach ($nhActivities as $nha) {
+                $taskIds[] = $nha->get('taskId');
+            }
+
+            $activeNhTasks = $this->entityManager->getRDBRepository('Task')
+                ->where([
+                    'id' => $taskIds,
+                    'status!=' => ['Canceled'],
+                    'deleted' => false,
+                ])->count();
+            if ($activeNhTasks > 0) return true;
+        }
+
+        return false;
+    }
+
+    private function getCaseContactIds(\Espo\ORM\Entity $case): array
+    {
+        $contactIds = [];
+
+        $primaryContactId = $case->get('contactId');
+        if ($primaryContactId) {
+            $contactIds[] = $primaryContactId;
+        }
+
+        $contacts = $this->entityManager->getRDBRepository('Case')
+            ->getRelation($case, 'contacts')
+            ->select(['id'])
+            ->find();
+
+        foreach ($contacts as $contact) {
+            $id = $contact->get('id');
+            if (!in_array($id, $contactIds)) {
+                $contactIds[] = $id;
+            }
+        }
+
+        return $contactIds;
+    }
+
     private function findUnassignedNewCases(): array
     {
         $alerts = [];
@@ -191,7 +295,7 @@ class AlertCalculator
 
         $tasks = $this->entityManager->getRDBRepository('Task')
             ->select(['id', 'name', 'dateEnd', 'parentId', 'parentType', 'parentName', 'assignedUserName'])
-            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd>=' => $today, 'dateEnd<=' => $threshold, 'deleted' => false, 'parentType' => 'Case'])
+            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd>=' => $today, 'dateEnd<=' => $threshold, 'deleted' => false, 'parentType' => ['Case', 'Contact']])
             ->order('dateEnd', 'ASC')->limit(0, 30)->find();
 
         foreach ($tasks as $task) {
@@ -237,7 +341,7 @@ class AlertCalculator
 
         foreach (array_keys($userCounts) as $uid) {
             $userCounts[$uid]['openTasks'] = $this->entityManager->getRDBRepository('Task')
-                ->where(['assignedUserId' => $uid, 'status!=' => ['Completed', 'Canceled', 'Deferred'], 'deleted' => false, 'parentType' => 'Case'])->count();
+                ->where(['assignedUserId' => $uid, 'status!=' => ['Completed', 'Canceled', 'Deferred'], 'deleted' => false, 'parentType' => ['Case', 'Contact']])->count();
         }
 
         return array_values($userCounts);

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

@@ -33,6 +33,7 @@ class CaseContextBuilder
             'recentNotes' => $this->getRecentNotes($caseId),
             'availableTemplates' => $this->getAvailableTemplates(),
             'documents' => $this->getDocumentListing($caseId),
+            'signatureRequests' => $this->getSignatureRequests($caseId),
             'currentUser' => $this->getUserData($userId),
             'validStatuses' => ActionExecutor::VALID_STATUSES,
         ];
@@ -82,9 +83,18 @@ class CaseContextBuilder
 
     private function getOpenTasks(string $caseId): array
     {
+        $parentConditions = [
+            ['parentType' => 'Case', 'parentId' => $caseId],
+        ];
+
+        $contactIds = $this->getCaseContactIds($caseId);
+        if (!empty($contactIds)) {
+            $parentConditions[] = ['parentType' => 'Contact', 'parentId' => $contactIds];
+        }
+
         $tasks = [];
         $collection = $this->entityManager->getRDBRepository('Task')
-            ->where(['parentType' => 'Case', 'parentId' => $caseId, 'status!=' => ['Completed', 'Canceled']])
+            ->where(['OR' => $parentConditions, 'status!=' => ['Completed', 'Canceled']])
             ->order('dateEnd', 'ASC')->limit(0, 10)->find();
 
         foreach ($collection as $t) {
@@ -97,6 +107,32 @@ class CaseContextBuilder
         return $tasks;
     }
 
+    private function getCaseContactIds(string $caseId): array
+    {
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) return [];
+
+        $contactIds = [];
+        $primaryContactId = $case->get('contactId');
+        if ($primaryContactId) {
+            $contactIds[] = $primaryContactId;
+        }
+
+        $contacts = $this->entityManager->getRDBRepository('Case')
+            ->getRelation($case, 'contacts')
+            ->select(['id'])
+            ->find();
+
+        foreach ($contacts as $contact) {
+            $id = $contact->get('id');
+            if (!in_array($id, $contactIds)) {
+                $contactIds[] = $id;
+            }
+        }
+
+        return $contactIds;
+    }
+
     private function getUpcomingMeetings(string $caseId): array
     {
         $meetings = [];
@@ -152,10 +188,20 @@ class CaseContextBuilder
     {
         $templates = [];
         $collection = $this->entityManager->getRDBRepository('DocumentTemplate')
-            ->where(['entityType' => 'Case'])->order('name', 'ASC')->find();
+            ->where([
+                'targetEntityType' => 'Case',
+                'isActive' => true,
+            ])
+            ->order('name', 'ASC')
+            ->find();
 
         foreach ($collection as $t) {
-            $templates[] = ['id' => $t->get('id'), 'name' => $t->get('name')];
+            $templates[] = [
+                'id' => $t->get('id'),
+                'name' => $t->get('name'),
+                'category' => $t->get('category'),
+                'description' => $t->get('description'),
+            ];
         }
         return $templates;
     }
@@ -167,13 +213,51 @@ class CaseContextBuilder
         return ['id' => $user->get('id'), 'name' => $user->get('name')];
     }
 
+    private function getSignatureRequests(string $caseId): array
+    {
+        try {
+            $collection = $this->entityManager->getRDBRepository('SignatureRequest')
+                ->where([
+                    'caseId' => $caseId,
+                    'status!=' => ['Completed', 'Voided'],
+                ])
+                ->order('createdAt', 'DESC')
+                ->limit(0, 10)
+                ->find();
+
+            $requests = [];
+
+            foreach ($collection as $sr) {
+                $requests[] = [
+                    'id' => $sr->get('id'),
+                    'name' => $sr->get('name'),
+                    'status' => $sr->get('status'),
+                    'sentAt' => $sr->get('sentAt'),
+                ];
+            }
+
+            return $requests;
+        } catch (\Exception $e) {
+            // SignatureRequest entity might not exist if DigitalSignature not installed
+            return [];
+        }
+    }
+
     private function getDocumentListing(string $caseId): array
     {
         try {
             $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
             $result = $analyzer->listDocumentsRecursive($caseId);
 
-            $simplified = ['totalFiles' => $result['totalFiles'], 'folders' => [], 'rootFiles' => []];
+            $simplified = [
+                'totalFiles' => $result['totalFiles'],
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => $result['resolvedPath'] ?? null,
+                'pathSource' => $result['pathSource'] ?? null,
+                'folderExists' => $result['folderExists'] ?? null,
+                'diagnostic' => $result['reason'] ?? null,
+            ];
 
             foreach ($result['folders'] as $folder) {
                 $files = [];

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

@@ -0,0 +1,334 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\Forbidden;
+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\NetworkDocumentService;
+
+/**
+ * Wraps NetworkDocumentService and constrains every operation to the case's
+ * own folder. Never exposes a physical delete — only soft-delete via
+ * markForDeletion().
+ */
+class CaseFolderManager
+{
+    private const DELETION_FOLDER_NAME = 'מסמכים למחיקה';
+    private const DELETION_PREFIX = 'למחיקה - ';
+
+    public function __construct(
+        private EntityManager $entityManager,
+        private InjectableFactory $injectableFactory,
+        private Log $log,
+        private User $user
+    ) {}
+
+    /**
+     * @return array{success: bool, path: string, size: int}
+     */
+    public function writeFile(string $caseId, string $relPath, string $content): array
+    {
+        $absInsideStorage = $this->resolveSafePath($caseId, $relPath, requireExists: false);
+        $client = $this->getNds()->getClient();
+
+        $parent = $this->dirnameRel($absInsideStorage);
+        if ($parent !== '') {
+            $client->createFolderRecursive($parent);
+        }
+
+        $ok = $client->uploadFile($absInsideStorage, $content);
+        if (!$ok) {
+            throw new Error("Failed to write file: {$absInsideStorage}");
+        }
+
+        $this->log->info("CaseFolderManager: wrote '{$absInsideStorage}' (case {$caseId})");
+
+        return [
+            'success' => true,
+            'path' => $absInsideStorage,
+            'size' => strlen($content),
+        ];
+    }
+
+    /**
+     * @return array{success: bool, path: string, alreadyExisted: bool}
+     */
+    public function createFolder(string $caseId, string $relPath): array
+    {
+        $abs = $this->resolveSafePath($caseId, $relPath, requireExists: false);
+        $client = $this->getNds()->getClient();
+
+        $alreadyExisted = $client->exists($abs);
+        if (!$alreadyExisted) {
+            $ok = $client->createFolderRecursive($abs);
+            if (!$ok) {
+                throw new Error("Failed to create folder: {$abs}");
+            }
+        }
+
+        $this->log->info("CaseFolderManager: created folder '{$abs}' (case {$caseId})");
+
+        return [
+            'success' => true,
+            'path' => $abs,
+            'alreadyExisted' => $alreadyExisted,
+        ];
+    }
+
+    /**
+     * @return array{success: bool, oldPath: string, newPath: string}
+     */
+    public function renameItem(string $caseId, string $currentRelPath, string $newName): array
+    {
+        $newName = trim($newName);
+        if ($newName === '' || str_contains($newName, '/') || str_contains($newName, '\\')) {
+            throw new BadRequest('newName must be a plain file/folder name without slashes.');
+        }
+
+        $absCurrent = $this->resolveSafePath($caseId, $currentRelPath, requireExists: true);
+
+        $parent = $this->dirnameRel($absCurrent);
+        $absNew = $parent === '' ? $newName : ($parent . '/' . $newName);
+
+        // Confirm the new path is still inside the case folder.
+        $this->assertWithinCaseRoot($caseId, $absNew);
+
+        $client = $this->getNds()->getClient();
+        if ($client->exists($absNew)) {
+            throw new Error("Target already exists: {$absNew}");
+        }
+
+        $ok = $client->move($absCurrent, $absNew);
+        if (!$ok) {
+            throw new Error("Failed to rename: {$absCurrent} -> {$absNew}");
+        }
+
+        $this->log->info("CaseFolderManager: renamed '{$absCurrent}' -> '{$absNew}' (case {$caseId})");
+
+        return [
+            'success' => true,
+            'oldPath' => $absCurrent,
+            'newPath' => $absNew,
+        ];
+    }
+
+    /**
+     * @return array{success: bool, oldPath: string, newPath: string}
+     */
+    public function moveItem(string $caseId, string $sourceRelPath, string $targetRelPath): array
+    {
+        $absSource = $this->resolveSafePath($caseId, $sourceRelPath, requireExists: true);
+        $absTarget = $this->resolveSafePath($caseId, $targetRelPath, requireExists: false);
+
+        $client = $this->getNds()->getClient();
+
+        $parent = $this->dirnameRel($absTarget);
+        if ($parent !== '' && !$client->exists($parent)) {
+            $client->createFolderRecursive($parent);
+        }
+
+        if ($client->exists($absTarget)) {
+            throw new Error("Target already exists: {$absTarget}");
+        }
+
+        $ok = $client->move($absSource, $absTarget);
+        if (!$ok) {
+            throw new Error("Failed to move: {$absSource} -> {$absTarget}");
+        }
+
+        $this->log->info("CaseFolderManager: moved '{$absSource}' -> '{$absTarget}' (case {$caseId})");
+
+        return [
+            'success' => true,
+            'oldPath' => $absSource,
+            'newPath' => $absTarget,
+        ];
+    }
+
+    /**
+     * Soft-delete: move file into the case's "מסמכים למחיקה" folder with a
+     * "למחיקה - " prefix. Never physically deletes. Also updates the linked
+     * Document entity (if any) so admins can audit pending deletions.
+     *
+     * @return array{success: bool, originalPath: string, newPath: string, deletionFolder: string}
+     */
+    public function markForDeletion(string $caseId, string $fileRelPath): array
+    {
+        $absSource = $this->resolveSafePath($caseId, $fileRelPath, requireExists: true);
+        $caseRoot = $this->getCaseRoot($caseId);
+
+        $deletionFolder = $caseRoot . '/' . self::DELETION_FOLDER_NAME;
+        $client = $this->getNds()->getClient();
+
+        if (!$client->exists($deletionFolder)) {
+            $client->createFolderRecursive($deletionFolder);
+        }
+
+        $baseName = basename($absSource);
+        $targetName = self::DELETION_PREFIX . $baseName;
+        $absTarget = $deletionFolder . '/' . $targetName;
+
+        // Avoid name collisions with already-marked files.
+        if ($client->exists($absTarget)) {
+            $stamp = date('Y-m-d_H-i-s');
+            $targetName = self::DELETION_PREFIX . $stamp . ' - ' . $baseName;
+            $absTarget = $deletionFolder . '/' . $targetName;
+        }
+
+        $ok = $client->move($absSource, $absTarget);
+        if (!$ok) {
+            throw new Error("Failed to mark for deletion: {$absSource}");
+        }
+
+        // Best-effort: update Document entity if we can find one pointing to this file.
+        $this->touchDocumentForDeletion($absSource, $absTarget);
+
+        $this->log->info(
+            "CaseFolderManager: marked for deletion '{$absSource}' -> '{$absTarget}' " .
+            "(case {$caseId}, by user {$this->user->getId()})"
+        );
+
+        return [
+            'success' => true,
+            'originalPath' => $absSource,
+            'newPath' => $absTarget,
+            'deletionFolder' => $deletionFolder,
+        ];
+    }
+
+    // --- internals ---------------------------------------------------------
+
+    private function getNds(): NetworkDocumentService
+    {
+        return $this->injectableFactory->create(NetworkDocumentService::class);
+    }
+
+    /**
+     * Return the storage-relative root folder of the case.
+     */
+    private function getCaseRoot(string $caseId): string
+    {
+        $root = $this->getNds()->getEntityFolderPath('Case', $caseId);
+        if (!$root) {
+            throw new NotFound("No folder is configured for Case {$caseId}.");
+        }
+        $root = $this->normalize($root);
+        if ($root === '') {
+            throw new Error("Case {$caseId} resolved to an empty folder path; refusing.");
+        }
+        return $root;
+    }
+
+    /**
+     * Normalize + reject traversal, return storage-relative path inside the case folder.
+     * If $requireExists, ensures the resolved path exists in storage.
+     */
+    private function resolveSafePath(string $caseId, string $relPath, bool $requireExists): string
+    {
+        $relPath = trim((string) $relPath);
+        if ($relPath === '') {
+            throw new BadRequest('Path is required.');
+        }
+        if (str_starts_with($relPath, '/') || str_starts_with($relPath, '\\')) {
+            throw new BadRequest('Absolute paths are not allowed.');
+        }
+
+        $caseRoot = $this->getCaseRoot($caseId);
+
+        // Allow the caller to either pass a path relative to the case root, OR a
+        // full storage-relative path that already includes the case root.
+        $normalizedRel = $this->normalize($relPath);
+        $candidate = str_starts_with($normalizedRel, $caseRoot . '/') || $normalizedRel === $caseRoot
+            ? $normalizedRel
+            : $this->normalize($caseRoot . '/' . $normalizedRel);
+
+        $this->assertWithinCaseRoot($caseId, $candidate);
+
+        if ($requireExists) {
+            $client = $this->getNds()->getClient();
+            if (!$client->exists($candidate)) {
+                throw new NotFound("Path not found: {$candidate}");
+            }
+        }
+
+        return $candidate;
+    }
+
+    private function assertWithinCaseRoot(string $caseId, string $absInStorage): void
+    {
+        $caseRoot = $this->getCaseRoot($caseId);
+        if ($absInStorage !== $caseRoot && !str_starts_with($absInStorage, $caseRoot . '/')) {
+            throw new Forbidden("Path '{$absInStorage}' is outside the case folder '{$caseRoot}'.");
+        }
+    }
+
+    /**
+     * Canonicalize a storage-relative path:
+     *   - convert '\' to '/'
+     *   - collapse repeated '/'
+     *   - resolve '.' segments
+     *   - reject '..' segments (refuses traversal)
+     *   - strip trailing '/'
+     */
+    private function normalize(string $path): string
+    {
+        $path = str_replace('\\', '/', $path);
+        $segments = explode('/', $path);
+        $out = [];
+        foreach ($segments as $seg) {
+            if ($seg === '' || $seg === '.') {
+                continue;
+            }
+            if ($seg === '..') {
+                throw new Forbidden('Parent-directory traversal is not allowed.');
+            }
+            // Block null bytes and other suspicious characters.
+            if (preg_match('/[\x00-\x1F]/', $seg)) {
+                throw new BadRequest('Path contains invalid control characters.');
+            }
+            $out[] = $seg;
+        }
+        return implode('/', $out);
+    }
+
+    private function dirnameRel(string $path): string
+    {
+        $pos = strrpos($path, '/');
+        if ($pos === false) {
+            return '';
+        }
+        return substr($path, 0, $pos);
+    }
+
+    /**
+     * Update the Document entity (if any) that pointed to this file, so the
+     * CRM reflects the soft-delete state.
+     */
+    private function touchDocumentForDeletion(string $oldPath, string $newPath): void
+    {
+        try {
+            $doc = $this->entityManager->getRDBRepository('Document')
+                ->where(['networkStoragePath' => $oldPath])
+                ->findOne();
+            if (!$doc) {
+                return;
+            }
+            $doc->set([
+                'networkStoragePath' => $newPath,
+                'markedForDeletionAt' => date('Y-m-d H:i:s'),
+                'markedForDeletionById' => $this->user->getId(),
+            ]);
+            $this->entityManager->saveEntity($doc);
+        } catch (\Throwable $e) {
+            $this->log->warning(
+                "CaseFolderManager: could not update Document entity for '{$oldPath}': " . $e->getMessage()
+            );
+        }
+    }
+}

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

@@ -11,13 +11,14 @@ 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'],
@@ -40,11 +41,67 @@ class DocumentAnalyzer
 
     public function listDocumentsRecursive(string $caseId): array
     {
-        $casePath = $this->getCaseFolderPath($caseId);
+        $description = $this->describeCaseFolderPath($caseId);
-        if (!$casePath) return ['casePath' => null, 'totalFiles' => 0, 'folders' => [], 'rootFiles' => []];
+        $casePath = $description['path'];
+
+        if (!$casePath) {
+            return [
+                'casePath' => null,
+                'totalFiles' => 0,
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => null,
+                'pathSource' => $description['source'],
+                'folderExists' => false,
+                'reason' => $description['error'] ?? 'Case has no networkStorageFolderPath and no default could be computed.',
+            ];
+        }
 
         $client = $this->getStorageClient();
-        $topLevel = $client->listFolder($casePath);
+
+        try {
+            $folderExists = $client->exists($casePath);
+        } catch (\Exception $e) {
+            return [
+                'casePath' => $casePath,
+                'totalFiles' => 0,
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => $casePath,
+                'pathSource' => $description['source'],
+                'folderExists' => false,
+                'reason' => "Storage client failed while checking '{$casePath}': " . $e->getMessage(),
+            ];
+        }
+
+        if (!$folderExists) {
+            return [
+                'casePath' => $casePath,
+                'totalFiles' => 0,
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => $casePath,
+                'pathSource' => $description['source'],
+                'folderExists' => false,
+                'reason' => "Folder '{$casePath}' (source: {$description['source']}) does not exist on storage.",
+            ];
+        }
+
+        try {
+            $topLevel = $client->listFolder($casePath);
+        } catch (\Exception $e) {
+            return [
+                'casePath' => $casePath,
+                'totalFiles' => 0,
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => $casePath,
+                'pathSource' => $description['source'],
+                'folderExists' => true,
+                'reason' => "Failed to list folder '{$casePath}': " . $e->getMessage(),
+            ];
+        }
+
         $folders = []; $rootFiles = []; $totalFiles = 0;
 
         foreach ($topLevel as $item) {
@@ -69,10 +126,26 @@ class DocumentAnalyzer
             }
         }
 
-        return ['casePath' => $casePath, 'totalFiles' => $totalFiles, 'folders' => $folders, 'rootFiles' => $rootFiles];
+        return [
+            'casePath' => $casePath,
+            'totalFiles' => $totalFiles,
+            'folders' => $folders,
+            'rootFiles' => $rootFiles,
+            'resolvedPath' => $casePath,
+            'pathSource' => $description['source'],
+            'folderExists' => true,
+            'reason' => $totalFiles === 0 ? "Folder '{$casePath}' exists but is empty." : null,
+        ];
     }
 
     public function extractTextContent(string $filePath): ?string
+    {
+        $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);
@@ -98,8 +171,120 @@ 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;
+    }
+
+    /**
+     * Fetch raw file bytes + metadata for OCR/vision fallback.
+     *
+     * @return array{success: bool, fileName: string, mimeType: string, sizeBytes: int, base64: ?string, error: ?string}
+     */
+    public function getDocumentBytes(string $filePath): array
+    {
+        $fileName = basename($filePath);
+        $client = $this->getStorageClient();
+
+        try {
+            $content = $client->downloadFile($filePath);
+        } catch (\Exception $e) {
+            return [
+                'success' => false,
+                'fileName' => $fileName,
+                'mimeType' => '',
+                'sizeBytes' => 0,
+                'base64' => null,
+                'error' => 'Failed to download: ' . $e->getMessage(),
+            ];
+        }
+
+        $sizeBytes = strlen($content);
+        if ($sizeBytes > self::MAX_FILE_SIZE) {
+            return [
+                'success' => false,
+                'fileName' => $fileName,
+                'mimeType' => '',
+                'sizeBytes' => $sizeBytes,
+                'base64' => null,
+                'error' => 'File too large (max 10MB).',
+            ];
+        }
+
+        $mimeType = $this->guessMimeType($fileName, $content);
+
+        return [
+            'success' => true,
+            'fileName' => $fileName,
+            'mimeType' => $mimeType,
+            'sizeBytes' => $sizeBytes,
+            'base64' => base64_encode($content),
+            'error' => null,
+        ];
+    }
+
+    private function guessMimeType(string $fileName, string $content): string
+    {
+        $ext = strtolower(pathinfo($fileName, PATHINFO_EXTENSION));
+        $map = [
+            'pdf' => 'application/pdf',
+            'docx' => 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
+            'doc' => 'application/msword',
+            'txt' => 'text/plain',
+            'csv' => 'text/csv',
+            'log' => 'text/plain',
+            'png' => 'image/png',
+            'jpg' => 'image/jpeg',
+            'jpeg' => 'image/jpeg',
+            'gif' => 'image/gif',
+            'bmp' => 'image/bmp',
+            'tiff' => 'image/tiff',
+            'tif' => 'image/tiff',
+            'webp' => 'image/webp',
+        ];
+        if (isset($map[$ext])) {
+            return $map[$ext];
+        }
+        // Fallback: finfo
+        if (function_exists('finfo_buffer')) {
+            $finfo = finfo_open(FILEINFO_MIME_TYPE);
+            $mime = finfo_buffer($finfo, $content);
+            finfo_close($finfo);
+            if ($mime) return $mime;
+        }
+        return 'application/octet-stream';
+    }
+
+    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
@@ -151,24 +336,181 @@ class DocumentAnalyzer
     }
 
     public function getCaseFolderPath(string $caseId): ?string
+    {
+        return $this->describeCaseFolderPath($caseId)['path'];
+    }
+
+    /**
+     * Resolve the case folder path with diagnostic metadata.
+     *
+     * @return array{path: ?string, source: string, error: ?string, caseExists: bool}
+     *   source: 'stored' | 'computed' | 'none'
+     */
+    public function describeCaseFolderPath(string $caseId): array
     {
         $case = $this->entityManager->getEntityById('Case', $caseId);
-        if (!$case) return null;
+        if (!$case) {
+            return ['path' => null, 'source' => 'none', 'error' => "Case '{$caseId}' not found.", 'caseExists' => false];
+        }
 
-        // Try stored path first
         $storedPath = $case->get('networkStorageFolderPath') ?: null;
-        if ($storedPath) return $storedPath;
+        if ($storedPath) {
+            return ['path' => $storedPath, 'source' => 'stored', 'error' => null, 'caseExists' => true];
+        }
 
-        // Fall back to computed path from NetworkDocumentService
         try {
             $nds = $this->getNetworkDocumentService();
-            return $nds->getEntityFolderPath('Case', $caseId);
+            $computed = $nds->getEntityFolderPath('Case', $caseId);
+            if ($computed) {
+                return ['path' => $computed, 'source' => 'computed', 'error' => null, 'caseExists' => true];
+            }
+            return ['path' => null, 'source' => 'none', 'error' => 'No stored path, and default path computation returned null.', 'caseExists' => true];
         } catch (\Exception $e) {
-            $this->log->warning("SmartAssistant: Failed to get case folder path: " . $e->getMessage());
+            $this->log->warning("SmartAssistant: Failed to compute case folder path: " . $e->getMessage());
-            return null;
+            return ['path' => null, 'source' => 'none', 'error' => $e->getMessage(), 'caseExists' => true];
         }
     }
 
+    /**
+     * List the immediate contents of an arbitrary folder path on network storage.
+     * Manual override for when auto-resolution of a case folder fails.
+     *
+     * @return array<int, array{name: string, path: string, type: string, size: ?int, mimeType: ?string, modified: ?string}>
+     */
+    public function browseFolder(string $path): array
+    {
+        $client = $this->getStorageClient();
+        $entries = [];
+        foreach ($client->listFolder($path) as $item) {
+            $isFolder = ($item['type'] ?? null) === 'folder' || !empty($item['isFolder']);
+            $entries[] = [
+                'name' => $item['name'] ?? '',
+                'path' => $item['path'] ?? '',
+                'type' => $isFolder ? 'folder' : 'file',
+                'size' => $item['size'] ?? null,
+                'mimeType' => $item['mimeType'] ?? null,
+                'modified' => $item['modified'] ?? null,
+            ];
+        }
+        return $entries;
+    }
+
+    /**
+     * Search the storage for folders matching a query (case-insensitive substring).
+     * Scans root and one level deep. Returns sorted matches.
+     *
+     * @return array<int, array{path: string, name: string, level: int, score: int}>
+     */
+    public function findCaseFolder(string $query, int $limit = 20): array
+    {
+        $normalized = trim($query);
+        if ($normalized === '') return [];
+
+        $client = $this->getStorageClient();
+        $needle = mb_strtolower($normalized);
+        $matches = [];
+
+        try {
+            $roots = $client->listFolder('');
+        } catch (\Exception $e) {
+            $this->log->warning("SmartAssistant: findCaseFolder root listing failed: " . $e->getMessage());
+            return [];
+        }
+
+        foreach ($roots as $item) {
+            $isFolder = ($item['type'] ?? null) === 'folder' || !empty($item['isFolder']);
+            if (!$isFolder) continue;
+
+            $name = (string) ($item['name'] ?? '');
+            $path = (string) ($item['path'] ?? $name);
+
+            $score = $this->fuzzyScore($name, $needle);
+            if ($score > 0) {
+                $matches[] = ['path' => $path, 'name' => $name, 'level' => 0, 'score' => $score];
+            }
+
+            // One level deeper, but only inspect folder names — don't list files to keep it cheap.
+            try {
+                foreach ($client->listFolder($path) as $sub) {
+                    $subIsFolder = ($sub['type'] ?? null) === 'folder' || !empty($sub['isFolder']);
+                    if (!$subIsFolder) continue;
+                    $subName = (string) ($sub['name'] ?? '');
+                    $subPath = (string) ($sub['path'] ?? ($path . '/' . $subName));
+                    $subScore = $this->fuzzyScore($subName, $needle);
+                    if ($subScore > 0) {
+                        $matches[] = ['path' => $subPath, 'name' => $subName, 'level' => 1, 'score' => $subScore];
+                    }
+                }
+            } catch (\Exception $e) {
+                // Non-fatal: skip unreadable subfolders silently.
+            }
+        }
+
+        usort($matches, fn($a, $b) => $b['score'] <=> $a['score']);
+        return array_slice($matches, 0, $limit);
+    }
+
+    /**
+     * Persist the resolved folder path on the Case so future calls skip discovery.
+     */
+    public function setCaseFolderPath(string $caseId, string $path): array
+    {
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) {
+            throw new Error("Case '{$caseId}' not found.");
+        }
+
+        $client = $this->getStorageClient();
+        if (!$client->exists($path)) {
+            throw new Error("Path '{$path}' does not exist on storage.");
+        }
+
+        $case->set('networkStorageFolderPath', $path);
+        $this->entityManager->saveEntity($case);
+
+        return ['success' => true, 'caseId' => $caseId, 'path' => $path];
+    }
+
+    private function fuzzyScore(string $haystack, string $needleLower): int
+    {
+        $hay = mb_strtolower($haystack);
+        if ($hay === $needleLower) return 100;
+        if (mb_strpos($hay, $needleLower) !== false) return 80;
+
+        // Token overlap (whitespace/dash/underscore).
+        $hayTokens = preg_split('/[\s\-_]+/u', $hay) ?: [];
+        $needleTokens = preg_split('/[\s\-_]+/u', $needleLower) ?: [];
+        $hits = 0;
+        foreach ($needleTokens as $nt) {
+            if ($nt === '') continue;
+            foreach ($hayTokens as $ht) {
+                if ($ht !== '' && mb_strpos($ht, $nt) !== false) { $hits++; break; }
+            }
+        }
+        return $hits > 0 ? 40 + $hits * 5 : 0;
+    }
+
+    private function getMaxTextLength(): int
+    {
+        if ($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();
@@ -191,20 +533,37 @@ class DocumentAnalyzer
 
     private function extractFromDocx(string $tmpFile): ?string
     {
-        if (!class_exists(\PhpOffice\PhpWord\IOFactory::class)) return null;
+        // PHPWord (vendor/phpoffice/phpword) ships with the EspoCRM image but
-        $phpWord = \PhpOffice\PhpWord\IOFactory::load($tmpFile);
+        // is NOT in the composer PSR-4 autoload map — class_exists silently
-        $text = '';
+        // returns false. Rather than fix the autoloader (rebuild of the image)
-        foreach ($phpWord->getSections() as $section) {
+        // we parse word/document.xml directly. This is also more robust:
-            foreach ($section->getElements() as $element) {
+        // PHPWord's element walker only goes one level deep, missing text in
-                if (method_exists($element, 'getText')) $text .= $element->getText() . "\n";
+        // tables, hyperlinks, and footnotes.
-                elseif (method_exists($element, 'getElements')) {
+        $zip = new \ZipArchive();
-                    foreach ($element->getElements() as $child) {
+        if ($zip->open($tmpFile) !== true) {
-                        if (method_exists($child, 'getText')) $text .= $child->getText() . "\n";
+            $this->log->warning("SmartAssistant: extractFromDocx: not a valid zip: $tmpFile");
-                    }
+            return null;
+        }
+        $xml = $zip->getFromName('word/document.xml');
+        $zip->close();
+        if ($xml === false || $xml === '') {
+            $this->log->warning("SmartAssistant: extractFromDocx: word/document.xml missing in $tmpFile");
+            return null;
+        }
+
+        // Each <w:p> is a paragraph; concatenate <w:t> runs inside it.
+        // `(?:\s[^>]*)?` keeps us from also matching <w:tab> / <w:tbl>.
+        $paragraphs = [];
+        if (preg_match_all('#<w:p(?:\s[^>]*)?>(.*?)</w:p>#s', $xml, $pMatches)) {
+            foreach ($pMatches[1] as $block) {
+                if (preg_match_all('#<w:t(?:\s[^>]*)?>(.*?)</w:t>#s', $block, $tMatches)) {
+                    $line = trim(implode('', $tMatches[1]));
+                    if ($line !== '') $paragraphs[] = html_entity_decode($line, ENT_XML1 | ENT_QUOTES, 'UTF-8');
                 }
             }
         }
-        return $text ?: null;
+        $text = trim(implode("\n", $paragraphs));
+        return $text !== '' ? $text : null;
     }
 
     private function updateDocumentEntity(string $oldPath, string $newPath): void

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

@@ -0,0 +1,275 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\Core\Exceptions\BadRequest;
+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\NetworkDocumentService;
+use PhpOffice\PhpWord\PhpWord;
+use PhpOffice\PhpWord\IOFactory;
+
+class FreeDocumentGenerator
+{
+    private const TEMP_DIR = 'data/tmp/';
+    private const FONT_NAME = 'David';
+    private const FONT_SIZE = 12;
+
+    public function __construct(
+        private EntityManager $entityManager,
+        private InjectableFactory $injectableFactory,
+        private Log $log,
+        private User $user
+    ) {}
+
+    /**
+     * @return array{success: bool, documentId: string, documentName: string, fileName: string, networkPath: ?string, message: string}
+     */
+    public function generate(
+        string $caseId,
+        string $title,
+        string $body,
+        string $documentType = 'letter',
+        ?string $recipient = null
+    ): array {
+        $title = trim($title);
+        if ($title === '') {
+            throw new BadRequest('title is required.');
+        }
+        if (trim($body) === '') {
+            throw new BadRequest('body is required.');
+        }
+
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) {
+            throw new NotFound("Case {$caseId} not found.");
+        }
+
+        $docxBinary = $this->buildDocx($title, $body, $recipient);
+
+        $sanitizedTitle = $this->sanitizeFileName($title);
+        $today = date('Y-m-d');
+        $fileName = "{$today} - {$sanitizedTitle}.docx";
+
+        $attachment = $this->entityManager->getNewEntity('Attachment');
+        $attachment->set([
+            'name' => $fileName,
+            'type' => 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
+            'role' => 'Attachment',
+            'size' => strlen($docxBinary),
+            'relatedType' => 'Document',
+        ]);
+        $this->entityManager->saveEntity($attachment);
+        file_put_contents('data/upload/' . $attachment->getId(), $docxBinary);
+
+        $document = $this->entityManager->getNewEntity('Document');
+        $document->set([
+            'name' => $title,
+            'fileId' => $attachment->getId(),
+            'fileName' => $fileName,
+            'assignedUserId' => $this->user->getId(),
+        ]);
+        $this->entityManager->saveEntity($document);
+
+        $this->entityManager->getRDBRepository('Case')
+            ->getRelation($case, 'documents')
+            ->relate($document);
+
+        $networkPath = null;
+        try {
+            $nds = $this->injectableFactory->create(NetworkDocumentService::class);
+            if ($nds->isEnabled()) {
+                $result = $nds->uploadDocument($document, $attachment, 'Case', $caseId);
+                $networkPath = $result['path'] ?? null;
+            }
+        } catch (\Throwable $e) {
+            // Document is safely persisted in Espo; the network-storage copy is best-effort.
+            $this->log->warning(
+                "FreeDocumentGenerator: failed to copy to network storage for Case {$caseId}: " .
+                $e->getMessage()
+            );
+        }
+
+        $this->log->info(
+            "FreeDocumentGenerator: Created '{$title}' (type={$documentType}) for Case {$caseId}"
+        );
+
+        $message = "✅ המסמך \"{$title}\" נוצר בהצלחה וצורף לתיק";
+        if ($networkPath) {
+            $message .= " ולתיקיית הרשת";
+        }
+        $message .= ".";
+
+        return [
+            'success' => true,
+            'documentId' => $document->getId(),
+            'documentName' => $title,
+            'fileName' => $fileName,
+            'networkPath' => $networkPath,
+            'message' => $message,
+        ];
+    }
+
+    private function buildDocx(string $title, string $body, ?string $recipient): string
+    {
+        $phpWord = new PhpWord();
+        $phpWord->setDefaultFontName(self::FONT_NAME);
+        $phpWord->setDefaultFontSize(self::FONT_SIZE);
+
+        $section = $phpWord->addSection([
+            'marginLeft' => 1440,
+            'marginRight' => 1440,
+            'marginTop' => 1440,
+            'marginBottom' => 1440,
+        ]);
+
+        $rtlPara = ['bidi' => true, 'alignment' => 'right'];
+        $centerPara = ['bidi' => true, 'alignment' => 'center'];
+        $titleFont = ['name' => self::FONT_NAME, 'size' => 16, 'bold' => true, 'rtl' => true];
+        $boldFont = ['name' => self::FONT_NAME, 'size' => self::FONT_SIZE, 'bold' => true, 'rtl' => true];
+        $normalFont = ['name' => self::FONT_NAME, 'size' => self::FONT_SIZE, 'rtl' => true];
+
+        $section->addText($this->formatHebrewDate(new \DateTime()), $normalFont, $rtlPara);
+        $section->addTextBreak(1);
+
+        if ($recipient !== null && trim($recipient) !== '') {
+            $section->addText('אל: ' . trim($recipient), $boldFont, $rtlPara);
+            $section->addTextBreak(1);
+        }
+
+        $section->addText($title, $titleFont, $centerPara);
+        $section->addTextBreak(1);
+
+        $this->renderMarkdown($section, $body);
+
+        if (!is_dir(self::TEMP_DIR)) {
+            mkdir(self::TEMP_DIR, 0775, true);
+        }
+        $tmpPath = self::TEMP_DIR . 'free_' . uniqid() . '.docx';
+        $writer = IOFactory::createWriter($phpWord, 'Word2007');
+        $writer->save($tmpPath);
+        $content = file_get_contents($tmpPath);
+        @unlink($tmpPath);
+
+        return $content;
+    }
+
+    private function renderMarkdown($section, string $body): void
+    {
+        $rtlPara = ['bidi' => true, 'alignment' => 'right'];
+        $bulletStyle = ['listType' => \PhpOffice\PhpWord\Style\ListItem::TYPE_BULLET_FILLED];
+        $bulletFont = ['name' => self::FONT_NAME, 'size' => self::FONT_SIZE, 'rtl' => true];
+        $h1Size = 16; $h2Size = 14; $h3Size = 13;
+
+        $body = str_replace(["\r\n", "\r"], "\n", $body);
+        $lines = explode("\n", $body);
+
+        $i = 0;
+        $n = count($lines);
+        while ($i < $n) {
+            $line = $lines[$i];
+            $trimmed = ltrim($line);
+
+            if (trim($line) === '') {
+                $section->addTextBreak(1);
+                $i++;
+                continue;
+            }
+
+            if (preg_match('/^(#{1,3})\s+(.+)$/u', $trimmed, $m)) {
+                $level = strlen($m[1]);
+                $size = match ($level) { 1 => $h1Size, 2 => $h2Size, default => $h3Size };
+                $section->addText(
+                    $m[2],
+                    ['name' => self::FONT_NAME, 'size' => $size, 'bold' => true, 'rtl' => true],
+                    $rtlPara
+                );
+                $i++;
+                continue;
+            }
+
+            if (preg_match('/^[\-\*]\s+(.+)$/u', $trimmed)) {
+                while ($i < $n && preg_match('/^[\-\*]\s+(.+)$/u', ltrim($lines[$i]), $m2)) {
+                    $plain = preg_replace('/(\*\*|\*)/u', '', $m2[1]);
+                    $section->addListItem($plain, 0, $bulletFont, $bulletStyle, $rtlPara);
+                    $i++;
+                }
+                continue;
+            }
+
+            $textRun = $section->addTextRun($rtlPara);
+            $this->addInlineRuns($textRun, $trimmed);
+            $i++;
+        }
+    }
+
+    /**
+     * Parse **bold** and *italic* into multiple PhpWord runs.
+     */
+    private function addInlineRuns($textRun, string $text): void
+    {
+        $base = ['name' => self::FONT_NAME, 'size' => self::FONT_SIZE, 'rtl' => true];
+        $i = 0;
+        $len = mb_strlen($text);
+        $buffer = '';
+
+        $flush = function () use (&$buffer, $textRun, $base) {
+            if ($buffer !== '') {
+                $textRun->addText($buffer, $base);
+                $buffer = '';
+            }
+        };
+
+        while ($i < $len) {
+            $two = mb_substr($text, $i, 2);
+            $one = mb_substr($text, $i, 1);
+
+            if ($two === '**') {
+                $end = mb_strpos($text, '**', $i + 2);
+                if ($end !== false) {
+                    $flush();
+                    $inner = mb_substr($text, $i + 2, $end - $i - 2);
+                    $textRun->addText($inner, array_merge($base, ['bold' => true]));
+                    $i = $end + 2;
+                    continue;
+                }
+            } elseif ($one === '*') {
+                $end = mb_strpos($text, '*', $i + 1);
+                if ($end !== false) {
+                    $flush();
+                    $inner = mb_substr($text, $i + 1, $end - $i - 1);
+                    $textRun->addText($inner, array_merge($base, ['italic' => true]));
+                    $i = $end + 1;
+                    continue;
+                }
+            }
+
+            $buffer .= $one;
+            $i++;
+        }
+        $flush();
+    }
+
+    private function formatHebrewDate(\DateTime $dt): string
+    {
+        $months = [
+            1 => 'ינואר', 2 => 'פברואר', 3 => 'מרץ', 4 => 'אפריל',
+            5 => 'מאי', 6 => 'יוני', 7 => 'יולי', 8 => 'אוגוסט',
+            9 => 'ספטמבר', 10 => 'אוקטובר', 11 => 'נובמבר', 12 => 'דצמבר',
+        ];
+        $day = (int) $dt->format('j');
+        $month = $months[(int) $dt->format('n')];
+        $year = $dt->format('Y');
+        return "{$day} ב{$month} {$year}";
+    }
+
+    private function sanitizeFileName(string $name): string
+    {
+        $name = preg_replace('/[\\/:*?"<>|]/', '', $name);
+        $name = preg_replace('/\s+/', ' ', $name);
+        return trim(mb_substr($name, 0, 100));
+    }
+}

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

@@ -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') ?? '';
+    }
+}

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

@@ -58,10 +58,18 @@ class OfficeContextBuilder
             $contacts[] = ['name' => $c->get('name'), 'phone' => $c->get('phoneNumber'), 'email' => $c->get('emailAddress')];
         }
 
+        $parentConditions = [
+            ['parentType' => 'Case', 'parentId' => $caseId],
+        ];
+        $contactIds = $this->getCaseContactIds($case);
+        if (!empty($contactIds)) {
+            $parentConditions[] = ['parentType' => 'Contact', 'parentId' => $contactIds];
+        }
+
         $tasks = [];
         foreach ($this->entityManager->getRDBRepository('Task')
             ->select(['id', 'name', 'status', 'dateEnd', 'assignedUserName'])
-            ->where(['parentId' => $caseId, 'parentType' => 'Case', 'status!=' => ['Completed', 'Canceled'], 'deleted' => false])
+            ->where(['OR' => $parentConditions, 'status!=' => ['Completed', 'Canceled'], 'deleted' => false])
             ->order('dateEnd', 'ASC')->limit(0, 20)->find() as $t) {
             $tasks[] = ['name' => $t->get('name'), 'status' => $t->get('status'), 'dateEnd' => $t->get('dateEnd'), 'assignedUser' => $t->get('assignedUserName')];
         }
@@ -76,4 +84,27 @@ class OfficeContextBuilder
 
         return ['case' => $caseData, 'contacts' => $contacts, 'openTasks' => $tasks, 'recentNotes' => $notes];
     }
+
+    private function getCaseContactIds(\Espo\ORM\Entity $case): array
+    {
+        $contactIds = [];
+        $primaryContactId = $case->get('contactId');
+        if ($primaryContactId) {
+            $contactIds[] = $primaryContactId;
+        }
+
+        $contacts = $this->entityManager->getRDBRepository('Case')
+            ->getRelation($case, 'contacts')
+            ->select(['id'])
+            ->find();
+
+        foreach ($contacts as $contact) {
+            $id = $contact->get('id');
+            if (!in_array($id, $contactIds)) {
+                $contactIds[] = $id;
+            }
+        }
+
+        return $contactIds;
+    }
 }

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

@@ -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', 'upload_document', 'generate_document', 'merge_documents', '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;
@@ -105,68 +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 = $this->injectableFactory->create(ActionExecutor::class);
+        // Execute tools with agentic loop — read tools feed results back to AI
-
+        try {
-        foreach ($actions as $action) {
+            $loopResult = $this->executeActionsWithLoop(
-            $tool = $action['tool'] ?? '';
+                $message, $context, $conversationId, $conversationHistory,
-            $actionCaseId = $effectiveCaseId;
+                $mode, $effectiveCaseId, $userId
-
+            );
-            // Resolve case from action params if not available
+        } catch (\Exception $e) {
-            if (!$actionCaseId && !empty($action['params']['caseId'])) {
+            $this->log->error("SmartAssistant: Chat failed: " . $e->getMessage());
-                $actionCaseId = $action['params']['caseId'];
+            $loopResult = [
-            }
+                'responseText' => "⚠️ אירעה שגיאה בתקשורת עם המערכת. אנא נסה שוב בעוד מספר דקות.\n\nפרטי השגיאה: " . $e->getMessage(),
-
+                'executedActions' => [],
-            // Skip tools that require a case if no case context available
+            ];
-            if (!$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();
-            }
         }
 
-        if (!empty($inlineResults)) {
+        $responseText = $loopResult['responseText'];
-            $responseText .= "\n\n" . implode("\n\n", $inlineResults);
+        $executedActions = $loopResult['executedActions'];
-        }
 
         // Persist response
         try {
@@ -191,6 +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);
@@ -406,7 +518,7 @@ class SmartAssistantService
             CURLOPT_POSTFIELDS => $payload,
             CURLOPT_RETURNTRANSFER => true,
             CURLOPT_HTTPHEADER => $headers,
-            CURLOPT_TIMEOUT => 120,
+            CURLOPT_TIMEOUT => 600,
             CURLOPT_CONNECTTIMEOUT => 10,
         ]);
 

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": "2.5.2",
+    "version": "2.9.2",
     "acceptableVersions": [
         ">=8.0.0"
     ],
-    "releaseDate": "2026-04-06",
+    "releaseDate": "2026-05-27",
     "php": [
         ">=8.1"
     ]