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Author SHA1 Message Date
chaim 289a9cf27f fix: deep-convert nested stdClass params in executeTool endpoint
When the AI Gateway sends nested JSON objects (like legalAnalysis), PHP
decodes them as stdClass. The previous (array) cast only converted the
top level, leaving nested stdClass that caused "Cannot use object as
array" fatal errors. Now uses json_decode(json_encode()) for recursive
array conversion.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-09 20:59:12 +00:00
chaim 1bb0c06345 fix: wrap executeActionsWithLoop in try/catch to prevent raw 500 errors
When the AI Gateway returns a non-200 (e.g. tool validation failure),
callWebhook throws an unhandled Error that bubbled up to Slim as a raw
500 page. Now caught gracefully with a Hebrew error message returned
to the user instead of "Slim Application Error".

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-09 20:51:06 +00:00
chaim 59fc8acdc4 chore: remove bidi-table skill (wrong repo)
bidi-table is a Claude Code skill that was accidentally committed here.
It doesn't belong in the SmartAssistant extension.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-09 16:19:33 +00:00
chaim 586b543a4c chore: remove 28 tracked ZIP files, add .gitignore, build to build/
ZIP release artifacts were tracked in git, bloating the repo and causing
oversized release uploads on Gitea. Build output now goes to build/ which
is gitignored along with *.zip.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-09 16:03:27 +00:00
chaim c3212e71fe 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>
2026-04-09 14:25:07 +00:00
37 changed files with 261 additions and 104 deletions
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*.zip
build/
+1 -1
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@@ -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.
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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.
-62
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@@ -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)
+7 -4
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@@ -4,13 +4,16 @@ set -euo pipefail
VERSION=$(python3 -c "import json; print(json.load(open('manifest.json'))['version'])")
MODULE=$(python3 -c "import json; m=json.load(open('manifest.json')); print(m.get('module', m['name']))")
ZIPNAME="${MODULE}-${VERSION}.zip"
BUILDDIR="build"
# Update version in README.md if it exists
if [[ -f README.md ]]; then
sed -i "s/\*\*גרסה:\*\* [^ |]*/\*\*גרסה:\*\* ${VERSION}/" README.md
fi
mkdir -p "$BUILDDIR"
echo "Building $ZIPNAME..."
rm -f "$ZIPNAME"
zip -r "$ZIPNAME" manifest.json files/ \
-x "*.DS_Store" "*__MACOSX*" "*.zip"
echo "✓ Built: $ZIPNAME ($(du -h "$ZIPNAME" | cut -f1))"
rm -f "$BUILDDIR/$ZIPNAME"
zip -r "$BUILDDIR/$ZIPNAME" manifest.json files/ \
-x "*.DS_Store" "*__MACOSX*"
echo "✓ Built: $BUILDDIR/$ZIPNAME ($(du -h "$BUILDDIR/$ZIPNAME" | cut -f1))"
@@ -12,6 +12,7 @@ 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
@@ -185,7 +186,7 @@ class SmartAssistant
}
$tool = $data->tool;
$params = (array) ($data->params ?? []);
$params = json_decode(json_encode($data->params ?? []), true) ?? [];
$caseId = $data->caseId ?? null;
$executor = $this->injectableFactory->create(ActionExecutor::class);
@@ -277,4 +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);
}
}
@@ -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') ?? '';
}
}
@@ -122,10 +122,18 @@ class SmartAssistantService
}
// Execute tools with agentic loop — read tools feed results back to AI
$loopResult = $this->executeActionsWithLoop(
$message, $context, $conversationId, $conversationHistory,
$mode, $effectiveCaseId, $userId
);
try {
$loopResult = $this->executeActionsWithLoop(
$message, $context, $conversationId, $conversationHistory,
$mode, $effectiveCaseId, $userId
);
} catch (\Exception $e) {
$this->log->error("SmartAssistant: Chat failed: " . $e->getMessage());
$loopResult = [
'responseText' => "⚠️ אירעה שגיאה בתקשורת עם המערכת. אנא נסה שוב בעוד מספר דקות.\n\nפרטי השגיאה: " . $e->getMessage(),
'executedActions' => [],
];
}
$responseText = $loopResult['responseText'];
$executedActions = $loopResult['executedActions'];
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@@ -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": "2.6.1",
"version": "2.7.2",
"acceptableVersions": [
">=8.0.0"
],