feat: generic template generation — any WebDAV template usable without code

Add GenericTemplateGenerator that downloads templates from WebDAV,
fills entity placeholders automatically (case/contact/account), and
supports custom placeholders from AI conversation. New API endpoint
generateFromTemplate exposed for the AI Gateway.

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

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;
+        $params = (array) ($data->params ?? []);
+        $caseId = $data->caseId ?? null;
+
+        $executor = $this->injectableFactory->create(ActionExecutor::class);
+
+        return $executor->execute($tool, $params, $caseId, $this->user->getId());
+    }
+
     public function postActionReadDocument(Request $request, Response $response): array
     {
         $this->checkAccess();
@@ -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/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') ?? '';
+    }
+}

manifest.json

@@ -3,7 +3,7 @@
     "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": "2.7.0",
     "acceptableVersions": [
         ">=8.0.0"
     ],