feat: add getDocumentBytes endpoint for OCR + SignatureRequest context

- New POST /api/v1/SmartAssistant/action/getDocumentBytes returns
  {success, fileName, mimeType, sizeBytes, base64} for use by
  shira-hermes Claude Vision OCR fallback.
- DocumentAnalyzer: new getDocumentBytes() method + guessMimeType helper.
- CaseContextBuilder: expose signatureRequests in case context (for
  DigitalSignature integration — gracefully empty if entity absent).
- README: sync version badge.
- Version bump 2.7.3 → 2.8.0 (new public endpoint).

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

.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": true
+}

.taskmaster/tasks/tasks.json

@@ -0,0 +1,39 @@
+{
+  "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": "done",
+        "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": [],
+        "updatedAt": "2026-04-14T06:08:19.494Z"
+      },
+      {
+        "id": "2",
+        "title": "Network-storage diagnostics + folder discovery",
+        "description": "Expose diagnostics when a case folder can't be listed and add endpoints (findCaseFolder, setCaseFolderPath) so Shira can locate and persist the correct network-storage path.",
+        "details": "",
+        "testStrategy": "",
+        "status": "in-progress",
+        "dependencies": [],
+        "priority": "medium",
+        "subtasks": [],
+        "updatedAt": "2026-04-19T06:11:17.422Z"
+      }
+    ],
+    "metadata": {
+      "version": "1.0.0",
+      "lastModified": "2026-04-19T06:11:17.423Z",
+      "taskCount": 2,
+      "completedCount": 1,
+      "tags": [
+        "master"
+      ]
+    }
+  }
+}

README.md

@@ -1,6 +1,6 @@
 # SmartAssistant - עוזר חכם
 
-**גרסה:** 2.7.0 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
+**גרסה:** 2.7.3 | **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.

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

@@ -186,7 +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);
@@ -217,6 +217,20 @@ class SmartAssistant
         ];
     }
 
+    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();
@@ -279,6 +293,75 @@ class SmartAssistant
         ];
     }
 
+    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();

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')
-                ->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;
+            if ($this->caseHasPreparation($case, $recentTaskThreshold)) 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

@@ -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 = [];
@@ -167,13 +203,51 @@ 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/DocumentAnalyzer.php

@@ -41,11 +41,67 @@ class DocumentAnalyzer
 
     public function listDocumentsRecursive(string $caseId): array
     {
-        $casePath = $this->getCaseFolderPath($caseId);
-        if (!$casePath) return ['casePath' => null, 'totalFiles' => 0, 'folders' => [], 'rootFiles' => []];
+        $description = $this->describeCaseFolderPath($caseId);
+        $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) {
@@ -70,7 +126,16 @@ 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
@@ -115,6 +180,85 @@ class DocumentAnalyzer
         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 = [];
@@ -192,24 +336,160 @@ 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());
-            return null;
+            $this->log->warning("SmartAssistant: Failed to compute case folder path: " . $e->getMessage());
+            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) {

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;
+    }
 }

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": "2.7.1",
+    "version": "2.8.0",
     "acceptableVersions": [
         ">=8.0.0"
     ],
-    "releaseDate": "2026-04-09",
+    "releaseDate": "2026-04-19",
     "php": [
         ">=8.1"
     ]