fix(alerts): broaden task detection to include Contact-linked tasks

Tasks with parentType='Contact' were invisible to AlertCalculator,
CaseContextBuilder, and OfficeContextBuilder — all queries only checked
parentType='Case'. This caused false "no preparation task" alerts in
the daily standup even when preparation tasks existed.

Broadens getSummary, findOverdueTasks, findUpcomingTasks, getWorkloadByUser
to query parentType=['Case','Contact']. Adds caseHasPreparation() helper
that checks Case tasks, Contact tasks, and NhActivity-linked tasks.
Adds getCaseContactIds() to CaseContextBuilder and OfficeContextBuilder.

Refs Task Master #1

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

.gitignore

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

.taskmaster/config.json

@@ -0,0 +1,46 @@
+{
+  "models": {
+    "main": {
+      "provider": "anthropic",
+      "modelId": "claude-sonnet-4-20250514",
+      "maxTokens": 64000,
+      "temperature": 0.2,
+      "id": "claude-sonnet-4-20250514"
+    },
+    "research": {
+      "provider": "anthropic",
+      "modelId": "sonar",
+      "maxTokens": 8700,
+      "temperature": 0.1,
+      "id": "claude-sonnet-4-20250514"
+    },
+    "fallback": {
+      "provider": "anthropic",
+      "modelId": "claude-3-7-sonnet-20250219",
+      "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": false
+}

.taskmaster/tasks/tasks.json

@@ -0,0 +1,22 @@
+{
+  "master": {
+    "tasks": [
+      {
+        "id": 1,
+        "title": "fix: broaden task detection to include Contact-linked tasks",
+        "description": "AlertCalculator, CaseContextBuilder, and OfficeContextBuilder only queried tasks with parentType='Case', missing tasks linked to case contacts (parentType='Contact'). This caused false 'no preparation task' alerts in Shira's daily standup.",
+        "status": "in-progress",
+        "priority": "high",
+        "dependencies": [],
+        "details": "Root cause confirmed via production API: preparation tasks had parentType='Contact' because Shira created them linked to the contact entity. Fix broadens all task queries to include both Case and Contact parent types, plus NhActivity-linked tasks.",
+        "testStrategy": "Deploy to staging, trigger standup for a case with Contact-linked tasks, verify no false alert.",
+        "subtasks": []
+      }
+    ],
+    "metadata": {
+      "created": "2026-04-14T06:05:06.042Z",
+      "updated": "2026-04-14T09:15:00.000Z",
+      "description": "Tasks for master context"
+    }
+  }
+}

README.md

@@ -1,6 +1,6 @@
 # SmartAssistant - עוזר חכם
 
-**גרסה:** 2.0.0 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
+**גרסה:** 2.7.0 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
 
 ## תיאור
 עוזר AI מאוחד למשרד עורכי דין. מספק ממשק צ'אט צף עם שני מצבי עבודה: **מצב משרד** (סקירה כללית, התראות, סטטיסטיקות) ו**מצב תיק** (סיוע מעמיק בתיק ספציפי). כולל מערכת זיכרון תיק מובנית, ביצוע פעולות באישור המשתמש, ואינטגרציה עם Stream של EspoCRM.

bidi-table/bidi-table.md

@@ -1,31 +0,0 @@
-יצירת טבלה מעוצבת עם תמיכה מלאה בעברית ואנגלית מעורבת.
-
-כאשר המשתמש מבקש טבלה בכל הקשר — תכנית עבודה, סיכום, השוואה, רשימה — השתמש בפונקציה `bidi_table()` מ-`scripts/bidi_table.py`.
-
-## הוראות
-
-1. **תמיד** השתמש ב-Bash כדי להריץ את הסקריפט — אל תנסה לייצר טבלת box-drawing ידנית כי ה-BiDi ישבור אותה.
-
-2. הרץ כך:
-```bash
-python3 -c "
-import sys; sys.path.insert(0, '/home/chaim/legal-ai')
-from scripts.bidi_table import bidi_table
-print(bidi_table(
-    ['Header1', 'Header2', 'Header3'],
-    [
-        ['value1', 'ערך בעברית', 'mixed ערבוב'],
-        ['value2', 'ערך נוסף', 'עוד שורה'],
-    ],
-))
-"
-```
-
-3. כותרות עמודות — עדיף באנגלית (כי שורת הכותרת הכי רגישה ל-BiDi).
-
-4. תוכן בעברית, באנגלית, או מעורב — הכל עובד בגוף הטבלה.
-
-5. אם המשתמש מבקש טבלה כחלק ממסמך MD שנכתב לקובץ (לא לטרמינל) — אפשר להשתמש ב-markdown רגיל כי קוראי MD מטפלים ב-RTL בעצמם.
-
-## $ARGUMENTS
-תוכן הטבלה — כותרות ושורות. אם לא צוין, שאל את המשתמש מה להציג.

bidi-table/bidi_table.py

@@ -1,62 +0,0 @@
-#!/usr/bin/env python3
-"""BiDi-safe box-drawing table renderer for mixed Hebrew/English terminal output.
-
-Uses LRM (Left-to-Right Mark, U+200E) before box-drawing characters to prevent
-the BiDi algorithm from breaking table alignment when Hebrew text is present.
-
-Usage as module:
-    from scripts.bidi_table import bidi_table
-    print(bidi_table(['Col1', 'Col2'], [['val1', 'ערך2']]))
-
-Usage from CLI:
-    python3 scripts/bidi_table.py
-"""
-
-from __future__ import annotations
-
-LRM = "\u200E"  # Left-to-Right Mark — invisible, prevents BiDi reordering
-
-
-def bidi_table(headers: list[str], rows: list[list[str]]) -> str:
-    """Render a box-drawing table safe for mixed RTL/LTR terminal display."""
-    ncols = len(headers)
-
-    # Calculate column widths
-    col_widths = [len(h) for h in headers]
-    for row in rows:
-        for i, cell in enumerate(row[:ncols]):
-            col_widths[i] = max(col_widths[i], len(cell))
-
-    def hline(left: str, mid: str, right: str) -> str:
-        return left + mid.join("─" * (w + 2) for w in col_widths) + right
-
-    def dataline(cells: list[str]) -> str:
-        parts = []
-        for i in range(ncols):
-            cell = cells[i] if i < len(cells) else ""
-            padded = cell + " " * max(0, col_widths[i] - len(cell))
-            parts.append(" " + padded + " ")
-        return LRM + "│" + (LRM + "│").join(parts) + LRM + "│"
-
-    lines = [hline("┌", "┬", "┐")]
-    lines.append(dataline(headers))
-    lines.append(hline("├", "┼", "┤"))
-    for row in rows:
-        lines.append(dataline(row))
-    lines.append(hline("└", "┴", "┘"))
-    return "\n".join(lines)
-
-
-if __name__ == "__main__":
-    table = bidi_table(
-        ["File", "Description", "Model", "Step"],
-        [
-            ["claims_extractor.py", "חילוץ טענות מכתבי טענות", "Sonnet", "שלב 3 — הבא בתור"],
-            ["brainstorm.py", "סיעור מוחות — כיווני נימוק", "Sonnet", "שלב 4"],
-            ["block_writer.py", "כתיבת בלוקים של החלטה", "Sonnet/Opus", "שלב 5"],
-            ["qa_validator.py", "בדיקת איכות QA", "Sonnet", "שלב 6"],
-            ["style_analyzer.py", "ניתוח סגנון דפנה", "Opus", "חד-פעמי"],
-            ["learning_loop.py", "למידה מהחלטה סופית", "Sonnet", "סוף תהליך"],
-        ],
-    )
-    print(table)

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

@@ -9,18 +9,23 @@ use Espo\Core\Exceptions\Forbidden;
 use Espo\Core\InjectableFactory;
 use Espo\Core\Acl;
 use Espo\Modules\SmartAssistant\Services\SmartAssistantService;
+use Espo\Modules\SmartAssistant\Services\ActionExecutor;
 use Espo\Modules\SmartAssistant\Services\CaseMemoryService;
 use Espo\Modules\SmartAssistant\Services\DocumentAnalyzer;
+use Espo\Modules\SmartAssistant\Services\GenericTemplateGenerator;
+use Espo\Entities\User;
 
 class SmartAssistant
 {
     private InjectableFactory $injectableFactory;
     private Acl $acl;
+    private User $user;
 
-    public function __construct(InjectableFactory $injectableFactory, Acl $acl)
+    public function __construct(InjectableFactory $injectableFactory, Acl $acl, User $user)
     {
         $this->injectableFactory = $injectableFactory;
         $this->acl = $acl;
+        $this->user = $user;
     }
 
     private function getService(): SmartAssistantService
@@ -171,6 +176,24 @@ class SmartAssistant
         ];
     }
 
+    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();
@@ -255,4 +278,27 @@ class SmartAssistant
             'results' => $results,
         ];
     }
+
+    public function postActionGenerateFromTemplate(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $templateId = $data->templateId ?? null;
+        $caseId = $data->caseId ?? null;
+
+        if (empty($templateId)) {
+            throw new BadRequest('templateId is required.');
+        }
+        if (empty($caseId)) {
+            throw new BadRequest('caseId is required.');
+        }
+
+        $documentSubject = $data->documentSubject ?? null;
+        $customPlaceholders = (array) ($data->customPlaceholders ?? []);
+
+        $generator = $this->injectableFactory->create(GenericTemplateGenerator::class);
+
+        return $generator->generate($templateId, $caseId, $documentSubject, $customPlaceholders);
+    }
 }

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/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();
@@ -106,7 +106,7 @@ 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 +132,7 @@ 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 +140,7 @@ 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 +156,104 @@ 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 +283,7 @@ 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 +329,7 @@ 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

@@ -82,9 +82,18 @@ 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 +106,32 @@ 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 = [];

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

@@ -122,10 +122,18 @@ class SmartAssistantService
         }
 
         // Execute tools with agentic loop — read tools feed results back to AI
-        $loopResult = $this->executeActionsWithLoop(
+        try {
-            $message, $context, $conversationId, $conversationHistory,
+            $loopResult = $this->executeActionsWithLoop(
-            $mode, $effectiveCaseId, $userId
+                $message, $context, $conversationId, $conversationHistory,
-        );
+                $mode, $effectiveCaseId, $userId
+            );
+        } catch (\Exception $e) {
+            $this->log->error("SmartAssistant: Chat failed: " . $e->getMessage());
+            $loopResult = [
+                'responseText' => "⚠️ אירעה שגיאה בתקשורת עם המערכת. אנא נסה שוב בעוד מספר דקות.\n\nפרטי השגיאה: " . $e->getMessage(),
+                'executedActions' => [],
+            ];
+        }
 
         $responseText = $loopResult['responseText'];
         $executedActions = $loopResult['executedActions'];

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": "2.6.0",
+    "version": "2.7.3",
     "acceptableVersions": [
         ">=8.0.0"
     ],
-    "releaseDate": "2026-04-09",
+    "releaseDate": "2026-04-14",
     "php": [
         ">=8.1"
     ]