fix(2.10.4): add missing clientDefs/AssistantRule.json

AssistantRule had no clientDefs file — the same gap that broke CaseMemory
in 2.10.2. Console showed:

  /client/custom/modules/smart-assistant/src/controllers/assistant-rule.js
  Failed to load resource: 404

Adding clientDefs/AssistantRule.json with controller: controllers/record
lets EspoCRM use the default record controller and stops the frontend
from probing for a non-existent module-specific controller file.

(2.10.3 had a force-push race against the auto-built zip, hence the
extra patch version.)

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

.taskmaster/config.json

@@ -1,22 +1,22 @@
 {
   "models": {
     "main": {
-      "provider": "anthropic",
-      "modelId": "claude-sonnet-4-20250514",
+      "provider": "claude-code",
+      "modelId": "sonnet",
       "maxTokens": 64000,
       "temperature": 0.2,
-      "id": "claude-sonnet-4-20250514"
+      "id": "sonnet"
     },
     "research": {
-      "provider": "anthropic",
-      "modelId": "sonar",
+      "provider": "claude-code",
+      "modelId": "sonnet",
       "maxTokens": 8700,
       "temperature": 0.1,
       "id": "claude-sonnet-4-20250514"
     },
     "fallback": {
-      "provider": "anthropic",
-      "modelId": "claude-3-7-sonnet-20250219",
+      "provider": "claude-code",
+      "modelId": "sonnet",
       "maxTokens": 120000,
       "temperature": 0.2
     }

README.md

@@ -1,6 +1,6 @@
 # SmartAssistant - עוזר חכם
 
-**גרסה:** 2.7.3 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
+**גרסה:** 2.8.0 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
 
 ## תיאור
 עוזר AI מאוחד למשרד עורכי דין. מספק ממשק צ'אט צף עם שני מצבי עבודה: **מצב משרד** (סקירה כללית, התראות, סטטיסטיקות) ו**מצב תיק** (סיוע מעמיק בתיק ספציפי). כולל מערכת זיכרון תיק מובנית, ביצוע פעולות באישור המשתמש, ואינטגרציה עם Stream של EspoCRM.

files/client/custom/modules/smart-assistant/src/views/fields/prompt-editor.js

@@ -0,0 +1,32 @@
+/**
+ * Prompt editor field for AssistantPrompt.content, AssistantSkill.content,
+ * UserProfile.content. Inherits from the standard text field — adds:
+ *  - monospace font (mixed Hebrew + English + JSON snippets read better)
+ *  - dir="auto" so RTL/LTR works without a manual toggle
+ *  - taller textarea (min 500px) — these prompts run to thousands of chars
+ */
+define('smart-assistant:views/fields/prompt-editor', ['views/fields/text'], function (Dep) {
+
+    return Dep.extend({
+
+        rowsDefault: 20,
+
+        afterRender: function () {
+            Dep.prototype.afterRender.call(this);
+
+            if (this.isEditMode() || this.isDetailMode()) {
+                var $area = this.$element;
+                if ($area && $area.length) {
+                    $area.attr('dir', 'auto');
+                    $area.css({
+                        'font-family': "'Menlo','Consolas','DejaVu Sans Mono',monospace",
+                        'font-size': '13px',
+                        'line-height': '1.45',
+                        'min-height': '500px',
+                        'tab-size': '4',
+                    });
+                }
+            }
+        },
+    });
+});

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

@@ -457,14 +457,23 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
             var $btn = this.$el.find('.sa-chat-send');
 
             $messages.append('<div class="sa-msg sa-msg-user">' + this.escapeHtml(message) + '</div>');
+            var thinkingText = this.translate('Thinking', 'labels', 'SmartAssistant') || 'חושבת...';
             var $loading = $('<div class="sa-msg sa-msg-loading"><span class="fas fa-spinner fa-spin" style="margin-left: 5px;"></span> ' +
-                this.escapeHtml(this.translate('Thinking', 'labels', 'SmartAssistant') || 'חושבת...') + '</div>');
+                '<span class="sa-thinking-text">' + this.escapeHtml(thinkingText) + '</span></div>');
             $messages.append($loading);
             this.scrollToBottom();
 
             $btn.prop('disabled', true);
             $input.prop('disabled', true).val('').css('height', 'auto');
 
+            // After 60s, swap the spinner text to a "still working" hint so users
+            // know the longer requests (multi-tool flows) haven't stalled.
+            var slowHintText = this.translate('SlowHint', 'labels', 'SmartAssistant') ||
+                'חושבת... זה לוקח קצת יותר זמן כי אני מעבדת כמה מקורות במקביל';
+            var slowHintTimer = setTimeout(function () {
+                $loading.find('.sa-thinking-text').text(slowHintText);
+            }, 60000);
+
             var payload = {
                 message: message,
                 mode: this.currentMode,
@@ -474,7 +483,8 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
                 payload.caseId = this.currentCaseId;
             }
 
-            Espo.Ajax.postRequest('SmartAssistant/action/chat', payload, {timeout: 180000}).then(function (response) {
+            Espo.Ajax.postRequest('SmartAssistant/action/chat', payload, {timeout: 600000}).then(function (response) {
+                clearTimeout(slowHintTimer);
                 self.conversationId = response.conversationId;
                 $loading.remove();
 
@@ -492,6 +502,7 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
                 self.scrollToBottom();
                 $input.prop('disabled', false).focus();
             }).catch(function () {
+                clearTimeout(slowHintTimer);
                 $loading.remove();
                 $messages.append('<div class="sa-msg sa-msg-error">' +
                     self.escapeHtml(self.translate('Error', 'labels', 'SmartAssistant') || 'שגיאה בתקשורת') + '</div>');

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

@@ -0,0 +1,10 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Controllers;
+
+/**
+ * Standard CRUD over /api/v1/AssistantPrompt. Pattern matches AssistantRule.
+ */
+class AssistantPrompt extends \Espo\Core\Controllers\Record
+{
+}

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

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

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

@@ -0,0 +1,10 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Controllers;
+
+/**
+ * Standard CRUD over /api/v1/AssistantSkill. Pattern matches AssistantRule.
+ */
+class AssistantSkill extends \Espo\Core\Controllers\Record
+{
+}

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

@@ -0,0 +1,17 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Controllers;
+
+/**
+ * Standard CRUD over /api/v1/CaseMemory.
+ *
+ * Until SmartAssistant 2.10.0 the CaseMemory entity was created via
+ * CaseMemoryService::createMemory and listed via Case relation panels —
+ * never via the bare REST endpoint. Flipping `tab: true` exposes the
+ * navbar list view, which uses GET /api/v1/CaseMemory and needs this
+ * Controller class to exist (otherwise EspoCRM returns 404 "Controller
+ * does not exist"). Same pattern as the AssistantRule fix shipped in 2.9.2.
+ */
+class CaseMemory extends \Espo\Core\Controllers\Record
+{
+}

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

@@ -13,6 +13,8 @@ use Espo\Modules\SmartAssistant\Services\ActionExecutor;
 use Espo\Modules\SmartAssistant\Services\CaseMemoryService;
 use Espo\Modules\SmartAssistant\Services\DocumentAnalyzer;
 use Espo\Modules\SmartAssistant\Services\GenericTemplateGenerator;
+use Espo\Modules\SmartAssistant\Services\FreeDocumentGenerator;
+use Espo\Modules\SmartAssistant\Services\CaseFolderManager;
 use Espo\Entities\User;
 
 class SmartAssistant
@@ -384,4 +386,117 @@ class SmartAssistant
 
         return $generator->generate($templateId, $caseId, $documentSubject, $customPlaceholders);
     }
+
+    public function postActionCreateDocument(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        $title = $data->title ?? null;
+        $body = $data->body ?? null;
+
+        if (empty($caseId)) {
+            throw new BadRequest('caseId is required.');
+        }
+        if (empty($title)) {
+            throw new BadRequest('title is required.');
+        }
+        if (empty($body)) {
+            throw new BadRequest('body is required.');
+        }
+
+        $documentType = $data->documentType ?? 'letter';
+        $recipient = $data->recipient ?? null;
+
+        $generator = $this->injectableFactory->create(FreeDocumentGenerator::class);
+
+        return $generator->generate($caseId, $title, $body, $documentType, $recipient);
+    }
+
+    public function postActionWriteToFolder(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        $relPath = $data->relPath ?? null;
+        $contentBase64 = $data->contentBase64 ?? null;
+
+        if (empty($caseId)) throw new BadRequest('caseId is required.');
+        if (empty($relPath)) throw new BadRequest('relPath is required.');
+        if (!isset($contentBase64)) throw new BadRequest('contentBase64 is required.');
+
+        $content = base64_decode((string) $contentBase64, true);
+        if ($content === false) {
+            throw new BadRequest('contentBase64 is not valid base64.');
+        }
+
+        $manager = $this->injectableFactory->create(CaseFolderManager::class);
+        return $manager->writeFile($caseId, $relPath, $content);
+    }
+
+    public function postActionCreateFolder(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        $relPath = $data->relPath ?? null;
+
+        if (empty($caseId)) throw new BadRequest('caseId is required.');
+        if (empty($relPath)) throw new BadRequest('relPath is required.');
+
+        $manager = $this->injectableFactory->create(CaseFolderManager::class);
+        return $manager->createFolder($caseId, $relPath);
+    }
+
+    public function postActionRenameItem(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        $currentRelPath = $data->currentRelPath ?? null;
+        $newName = $data->newName ?? null;
+
+        if (empty($caseId)) throw new BadRequest('caseId is required.');
+        if (empty($currentRelPath)) throw new BadRequest('currentRelPath is required.');
+        if (empty($newName)) throw new BadRequest('newName is required.');
+
+        $manager = $this->injectableFactory->create(CaseFolderManager::class);
+        return $manager->renameItem($caseId, $currentRelPath, $newName);
+    }
+
+    public function postActionMoveItem(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        $sourceRelPath = $data->sourceRelPath ?? null;
+        $targetRelPath = $data->targetRelPath ?? null;
+
+        if (empty($caseId)) throw new BadRequest('caseId is required.');
+        if (empty($sourceRelPath)) throw new BadRequest('sourceRelPath is required.');
+        if (empty($targetRelPath)) throw new BadRequest('targetRelPath is required.');
+
+        $manager = $this->injectableFactory->create(CaseFolderManager::class);
+        return $manager->moveItem($caseId, $sourceRelPath, $targetRelPath);
+    }
+
+    public function postActionMarkForDeletion(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        $fileRelPath = $data->fileRelPath ?? null;
+
+        if (empty($caseId)) throw new BadRequest('caseId is required.');
+        if (empty($fileRelPath)) throw new BadRequest('fileRelPath is required.');
+
+        $manager = $this->injectableFactory->create(CaseFolderManager::class);
+        return $manager->markForDeletion($caseId, $fileRelPath);
+    }
 }

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

@@ -0,0 +1,13 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Controllers;
+
+/**
+ * Standard CRUD over /api/v1/UserProfile.
+ *
+ * Pattern matches AssistantRule.php — without this class EspoCRM returns
+ * 404 "Controller does not exist" even when the entity is fully defined.
+ */
+class UserProfile extends \Espo\Core\Controllers\Record
+{
+}

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

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

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

@@ -0,0 +1,30 @@
+{
+    "labels": {
+        "Create AssistantPrompt": "צור פרומפט חדש"
+    },
+    "fields": {
+        "name": "שם תיאורי",
+        "key": "מפתח (key)",
+        "description": "תיאור — מה הסעיף הזה עושה",
+        "mode": "מצב",
+        "displayOrder": "סדר הצגה",
+        "content": "תוכן הפרומפט",
+        "isActive": "פעיל",
+        "createdAt": "נוצר",
+        "modifiedAt": "עודכן"
+    },
+    "options": {
+        "mode": {
+            "both": "תיק + משרד",
+            "case": "תיק בלבד",
+            "office": "משרד בלבד"
+        }
+    },
+    "tooltips": {
+        "key": "המפתח שדרכו shira-hermes שולפת את הסעיף הזה. שמות מוכרים: tool_rules, legal_assistance, personality_case, personality_office, writing_style, other_rules_case, other_rules_office. שינוי שם המפתח של סעיף קיים יגרום לכך ש-fallback ל-default יחזור.",
+        "mode": "אם 'both' — מופיע בכל סשן. 'case' — רק כשנפתח תיק. 'office' — רק במסך המשרד הכללי.",
+        "displayOrder": "מספר נמוך = מופיע מוקדם יותר ב-prompt. ברירת מחדל 100.",
+        "content": "הטקסט שיוזרק ל-system prompt. תמיכה ב-RTL אוטומטית. שורה ריקה מסמנת default — קוד ה-Python יחזור לערך המקורי.",
+        "isActive": "כיבוי = הסעיף מתעלם, fallback ל-default מהקוד."
+    }
+}

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

@@ -0,0 +1,21 @@
+{
+    "labels": {
+        "Create AssistantSkill": "צור מיומנות חדשה"
+    },
+    "fields": {
+        "name": "שם",
+        "description": "תיאור קצר",
+        "triggers": "מילות הפעלה",
+        "content": "תוכן המיומנות (Markdown)",
+        "version": "גרסה",
+        "isActive": "פעיל",
+        "createdAt": "נוצר",
+        "modifiedAt": "עודכן"
+    },
+    "tooltips": {
+        "name": "שם ייחודי (snake-case או kebab-case). למשל direct-access-report-flow.",
+        "description": "משפט קצר: מתי כדאי לשירה להפעיל את המיומנות.",
+        "triggers": "מילים/ביטויים שבהם המיומנות צריכה להופיע — מופרדים בפסיק.",
+        "content": "ה-Markdown המלא של המיומנות. שירה תקרא אותו דרך read_skill כשהיא צריכה אותו."
+    }
+}

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

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

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

@@ -2,11 +2,17 @@
     "scopeNames": {
         "CaseMemory": "זיכרון תיק",
         "AssistantRule": "כלל התנהגות",
+        "UserProfile": "פרופיל משתמש",
+        "AssistantSkill": "מיומנות שירה",
+        "AssistantPrompt": "פרומפט שירה",
         "SmartAssistant": "עוזר חכם"
     },
     "scopeNamesPlural": {
         "CaseMemory": "זיכרונות תיקים",
         "AssistantRule": "כללי התנהגות",
+        "UserProfile": "פרופילי משתמשים",
+        "AssistantSkill": "מיומנויות שירה",
+        "AssistantPrompt": "פרומפטים של שירה",
         "SmartAssistant": "עוזר חכם"
     }
 }

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

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

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

@@ -0,0 +1,18 @@
+{
+    "labels": {
+        "Create UserProfile": "צור פרופיל משתמש"
+    },
+    "fields": {
+        "name": "שם",
+        "user": "משתמש",
+        "content": "תוכן הפרופיל",
+        "isActive": "פעיל",
+        "createdAt": "נוצר",
+        "modifiedAt": "עודכן",
+        "createdBy": "נוצר על ידי",
+        "modifiedBy": "עודכן על ידי"
+    },
+    "tooltips": {
+        "content": "טקסט חופשי שמוזרק ל-prompt של שירה תחת '=== ABOUT THIS USER ===' לכל שיחה של המשתמש הזה. שמור עובדות מפתח: תפקיד, תחומי התמחות, העדפות תקשורת, נושאי טיק שמטופלים."
+    }
+}

files/custom/Espo/Modules/SmartAssistant/Resources/layouts/AssistantPrompt/detail.json

@@ -0,0 +1,17 @@
+[
+    {
+        "label": "Overview",
+        "rows": [
+            [{"name": "name"}, {"name": "key"}],
+            [{"name": "mode"}, {"name": "displayOrder"}],
+            [{"name": "isActive"}, false],
+            [{"name": "description", "fullWidth": true}]
+        ]
+    },
+    {
+        "label": "Prompt",
+        "rows": [
+            [{"name": "content", "fullWidth": true}]
+        ]
+    }
+]

files/custom/Espo/Modules/SmartAssistant/Resources/layouts/AssistantPrompt/list.json

@@ -0,0 +1,8 @@
+[
+    {"name": "name", "link": true},
+    {"name": "key"},
+    {"name": "mode"},
+    {"name": "displayOrder"},
+    {"name": "isActive"},
+    {"name": "modifiedAt"}
+]

files/custom/Espo/Modules/SmartAssistant/Resources/layouts/AssistantSkill/detail.json

@@ -0,0 +1,17 @@
+[
+    {
+        "label": "Overview",
+        "rows": [
+            [{"name": "name"}, {"name": "version"}],
+            [{"name": "description", "fullWidth": true}],
+            [{"name": "triggers", "fullWidth": true}],
+            [{"name": "isActive"}, false]
+        ]
+    },
+    {
+        "label": "Skill",
+        "rows": [
+            [{"name": "content", "fullWidth": true}]
+        ]
+    }
+]

files/custom/Espo/Modules/SmartAssistant/Resources/layouts/AssistantSkill/list.json

@@ -0,0 +1,7 @@
+[
+    {"name": "name", "link": true},
+    {"name": "description"},
+    {"name": "isActive"},
+    {"name": "version"},
+    {"name": "modifiedAt"}
+]

files/custom/Espo/Modules/SmartAssistant/Resources/layouts/UserProfile/detail.json

@@ -0,0 +1,15 @@
+[
+    {
+        "label": "Overview",
+        "rows": [
+            [{"name": "name"}, {"name": "user"}],
+            [{"name": "isActive"}, false]
+        ]
+    },
+    {
+        "label": "Profile",
+        "rows": [
+            [{"name": "content", "fullWidth": true}]
+        ]
+    }
+]

files/custom/Espo/Modules/SmartAssistant/Resources/layouts/UserProfile/list.json

@@ -0,0 +1,6 @@
+[
+    {"name": "name", "link": true},
+    {"name": "user", "link": true},
+    {"name": "isActive"},
+    {"name": "modifiedAt"}
+]

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/app/adminPanel.json

@@ -0,0 +1,37 @@
+{
+    "shiraManagement": {
+        "label": "ניהול שירה",
+        "itemList": [
+            {
+                "url": "#AssistantPrompt",
+                "label": "פרומפטים",
+                "iconClass": "fas fa-file-code",
+                "description": "שינוי הסעיפים שמוזרקים ל-system prompt של שירה. עריכה כאן מחליפה את ברירות-המחדל בקוד."
+            },
+            {
+                "url": "#AssistantRule",
+                "label": "כללי התנהגות",
+                "iconClass": "fas fa-list-check",
+                "description": "כללים גלובליים/לפי מצב שיופיעו תחת '=== BEHAVIORAL RULES (MUST FOLLOW) ===' של ה-system prompt."
+            },
+            {
+                "url": "#AssistantSkill",
+                "label": "מיומנויות (Skills)",
+                "iconClass": "fas fa-magic",
+                "description": "תהליכי עבודה מוכנים שהמודל יכול להפעיל. כל מיומנות פעילה מופיעה ב-context."
+            },
+            {
+                "url": "#UserProfile",
+                "label": "פרופילי משתמשים",
+                "iconClass": "fas fa-user-cog",
+                "description": "פרופיל אישי לכל עורך/ת דין. מופיע ב-system prompt תחת '=== ABOUT THIS USER ==='."
+            },
+            {
+                "url": "#CaseMemory",
+                "label": "זיכרון תיקים",
+                "iconClass": "fas fa-brain",
+                "description": "כל רשומות הזיכרון מכל התיקים. גישה ישירה לחיפוש/עריכה — לצד כניסה רגילה מתוך כל תיק."
+            }
+        ]
+    }
+}

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/clientDefs/AssistantPrompt.json

@@ -0,0 +1,5 @@
+{
+    "controller": "controllers/record",
+    "color": "#d99848",
+    "iconClass": "fas fa-file-code"
+}

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/clientDefs/AssistantRule.json

@@ -0,0 +1,10 @@
+{
+    "controller": "controllers/record",
+    "color": "#5e8c61",
+    "iconClass": "fas fa-list-check",
+    "boolFilterList": ["onlyMy"],
+    "filterList": [
+        {"name": "active"},
+        {"name": "inactive"}
+    ]
+}

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/clientDefs/AssistantSkill.json

@@ -0,0 +1,5 @@
+{
+    "controller": "controllers/record",
+    "color": "#aa72b3",
+    "iconClass": "fas fa-magic"
+}

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/clientDefs/CaseMemory.json

@@ -0,0 +1,10 @@
+{
+    "controller": "controllers/record",
+    "color": "#9b59b6",
+    "iconClass": "fas fa-brain",
+    "boolFilterList": ["onlyMy"],
+    "filterList": [
+        {"name": "pinned"},
+        {"name": "byCategory"}
+    ]
+}

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/clientDefs/UserProfile.json

@@ -0,0 +1,7 @@
+{
+    "controller": "controllers/record",
+    "boolFilterList": ["onlyMy"],
+    "filterList": [{"name": "active"}, {"name": "inactive"}],
+    "color": "#7c8caf",
+    "iconClass": "fas fa-user-cog"
+}

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

@@ -0,0 +1,76 @@
+{
+    "fields": {
+        "name": {
+            "type": "varchar",
+            "maxLength": 200,
+            "required": true,
+            "trim": true
+        },
+        "key": {
+            "type": "varchar",
+            "maxLength": 100,
+            "required": true,
+            "trim": true,
+            "lowerCase": true
+        },
+        "description": {
+            "type": "varchar",
+            "maxLength": 500
+        },
+        "mode": {
+            "type": "enum",
+            "options": ["both", "case", "office"],
+            "default": "both",
+            "required": true,
+            "style": {
+                "both": "primary",
+                "case": "info",
+                "office": "warning"
+            }
+        },
+        "displayOrder": {
+            "type": "int",
+            "default": 100,
+            "min": 0
+        },
+        "content": {
+            "type": "text",
+            "required": true,
+            "view": "smart-assistant:views/fields/prompt-editor",
+            "lengthOfMaxDisplay": 600
+        },
+        "isActive": {
+            "type": "bool",
+            "default": true
+        },
+        "createdAt": {
+            "type": "datetime",
+            "readOnly": true
+        },
+        "modifiedAt": {
+            "type": "datetime",
+            "readOnly": true
+        },
+        "createdBy": {
+            "type": "link",
+            "readOnly": true
+        },
+        "modifiedBy": {
+            "type": "link",
+            "readOnly": true
+        }
+    },
+    "links": {
+        "createdBy": {"type": "belongsTo", "entity": "User"},
+        "modifiedBy": {"type": "belongsTo", "entity": "User"}
+    },
+    "collection": {
+        "orderBy": "displayOrder",
+        "order": "asc",
+        "textFilterFields": ["name", "key", "description", "content"]
+    },
+    "indexes": {
+        "key": {"columns": ["key", "deleted"], "unique": true},
+        "modeActive": {"columns": ["mode", "isActive", "deleted"]}
+    }
+}

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

@@ -0,0 +1,62 @@
+{
+    "fields": {
+        "name": {
+            "type": "varchar",
+            "maxLength": 100,
+            "required": true,
+            "trim": true
+        },
+        "description": {
+            "type": "varchar",
+            "maxLength": 500
+        },
+        "triggers": {
+            "type": "text",
+            "lengthOfMaxDisplay": 200
+        },
+        "content": {
+            "type": "text",
+            "required": true,
+            "view": "smart-assistant:views/fields/prompt-editor",
+            "lengthOfMaxDisplay": 400
+        },
+        "version": {
+            "type": "varchar",
+            "maxLength": 20,
+            "default": "1.0"
+        },
+        "isActive": {
+            "type": "bool",
+            "default": true
+        },
+        "createdAt": {
+            "type": "datetime",
+            "readOnly": true
+        },
+        "modifiedAt": {
+            "type": "datetime",
+            "readOnly": true
+        },
+        "createdBy": {
+            "type": "link",
+            "readOnly": true
+        },
+        "modifiedBy": {
+            "type": "link",
+            "readOnly": true
+        }
+    },
+    "links": {
+        "createdBy": {"type": "belongsTo", "entity": "User"},
+        "modifiedBy": {"type": "belongsTo", "entity": "User"}
+    },
+    "collection": {
+        "orderBy": "name",
+        "order": "asc",
+        "textFilterFields": ["name", "description", "triggers", "content"]
+    },
+    "indexes": {
+        "name": {"columns": ["name", "deleted"], "unique": true},
+        "isActive": {"columns": ["isActive", "deleted"]}
+    }
+}

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

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

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

@@ -0,0 +1,63 @@
+{
+    "fields": {
+        "name": {
+            "type": "varchar",
+            "maxLength": 255,
+            "required": true
+        },
+        "user": {
+            "type": "link",
+            "required": true
+        },
+        "content": {
+            "type": "text",
+            "view": "smart-assistant:views/fields/prompt-editor",
+            "lengthOfMaxDisplay": 400
+        },
+        "isActive": {
+            "type": "bool",
+            "default": true
+        },
+        "createdAt": {
+            "type": "datetime",
+            "readOnly": true
+        },
+        "modifiedAt": {
+            "type": "datetime",
+            "readOnly": true
+        },
+        "createdBy": {
+            "type": "link",
+            "readOnly": true
+        },
+        "modifiedBy": {
+            "type": "link",
+            "readOnly": true
+        }
+    },
+    "links": {
+        "user": {
+            "type": "belongsTo",
+            "entity": "User"
+        },
+        "createdBy": {
+            "type": "belongsTo",
+            "entity": "User"
+        },
+        "modifiedBy": {
+            "type": "belongsTo",
+            "entity": "User"
+        }
+    },
+    "collection": {
+        "orderBy": "modifiedAt",
+        "order": "desc",
+        "textFilterFields": ["name", "content"]
+    },
+    "indexes": {
+        "userId": {
+            "columns": ["userId", "deleted"],
+            "unique": true
+        }
+    }
+}

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/scopes/AssistantPrompt.json

@@ -0,0 +1,13 @@
+{
+    "entity": true,
+    "object": true,
+    "module": "SmartAssistant",
+    "acl": true,
+    "aclActionList": ["create", "read", "edit", "delete"],
+    "aclLevelList": ["all", "no"],
+    "tab": true,
+    "stream": false,
+    "disabled": false,
+    "importable": false,
+    "customizable": true
+}

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/scopes/AssistantRule.json

@@ -6,6 +6,8 @@
     "aclActionList": ["create", "read", "edit", "delete"],
     "aclLevelList": ["all", "team", "own", "no"],
     "stream": false,
-    "tab": false,
-    "disabled": false
+    "tab": true,
+    "disabled": false,
+    "importable": false,
+    "customizable": true
 }

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/scopes/AssistantSkill.json

@@ -0,0 +1,13 @@
+{
+    "entity": true,
+    "object": true,
+    "module": "SmartAssistant",
+    "acl": true,
+    "aclActionList": ["create", "read", "edit", "delete"],
+    "aclLevelList": ["all", "no"],
+    "tab": true,
+    "stream": false,
+    "disabled": false,
+    "importable": false,
+    "customizable": true
+}

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/scopes/CaseMemory.json

@@ -5,7 +5,7 @@
     "acl": true,
     "aclActionList": ["create", "read", "edit", "delete"],
     "aclLevelList": ["all", "team", "own", "no"],
-    "tab": false,
+    "tab": true,
     "stream": false,
     "disabled": false,
     "importable": false,

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/scopes/UserProfile.json

@@ -0,0 +1,13 @@
+{
+    "entity": true,
+    "object": true,
+    "module": "SmartAssistant",
+    "acl": true,
+    "aclActionList": ["create", "read", "edit", "delete"],
+    "aclLevelList": ["all", "own", "no"],
+    "tab": true,
+    "stream": false,
+    "disabled": false,
+    "importable": false,
+    "customizable": true
+}

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

@@ -69,11 +69,12 @@ class AlertCalculator
     {
         $alerts = [];
         $now = new \DateTime();
+        $today = $now->format('Y-m-d');
         $warningThreshold = (new \DateTime())->modify("-{$warningDays} days")->format('Y-m-d H:i:s');
         $criticalThreshold = (new \DateTime())->modify("-{$criticalDays} days")->format('Y-m-d H:i:s');
 
         $cases = $this->entityManager->getRDBRepository('Case')
-            ->select(['id', 'name', 'status', 'assignedUserName', 'cLastActivityAt', 'createdAt'])
+            ->select(['id', 'name', 'status', 'assignedUserName', 'cLastActivityAt', 'createdAt', 'cNextHearing'])
             ->where([
                 'status!=' => self::CLOSED_STATUSES, 'deleted' => false,
                 'OR' => [
@@ -83,6 +84,17 @@ class AlertCalculator
             ])->order('cLastActivityAt', 'ASC')->limit(0, 50)->find();
 
         foreach ($cases as $case) {
+            $status = $case->get('status');
+
+            // Suppress inactivity alerts for cases legitimately awaiting court action.
+            // PendingDecision: nothing the lawyer can do until the court rules.
+            // PendingHearing: nothing to do if a future hearing is already scheduled.
+            if ($status === 'PendingDecision') continue;
+            if ($status === 'PendingHearing') {
+                $nextHearing = $case->get('cNextHearing');
+                if ($nextHearing && $nextHearing >= $today) continue;
+            }
+
             $lastActivity = $case->get('cLastActivityAt') ?? $case->get('createdAt');
             if (!$lastActivity) continue;
             $daysSince = $now->diff(new \DateTime($lastActivity))->days;

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

@@ -0,0 +1,52 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\ORM\EntityManager;
+use Espo\Core\Utils\Log;
+
+/**
+ * Loads active prompt sections keyed by their `key` field, filtered by mode.
+ *
+ * Returned shape: `["tool_rules" => "...", "writing_style" => "...", ...]`.
+ * The Python prompt_builder treats a missing key (or empty string) as
+ * "use the in-code default" — so this provider is purely additive.
+ */
+class AssistantPromptContextProvider
+{
+    private EntityManager $entityManager;
+    private Log $log;
+
+    public function __construct(EntityManager $entityManager, Log $log)
+    {
+        $this->entityManager = $entityManager;
+        $this->log = $log;
+    }
+
+    /**
+     * @return array<string, string>  key => content
+     */
+    public function getPromptsForMode(string $mode): array
+    {
+        $entries = $this->entityManager->getRDBRepository('AssistantPrompt')
+            ->where([
+                'isActive' => true,
+                'deleted' => false,
+                'mode' => ['both', $mode],
+            ])
+            ->order('displayOrder', 'ASC')
+            ->find();
+
+        $out = [];
+        foreach ($entries as $entry) {
+            $key = (string) $entry->get('key');
+            $content = (string) ($entry->get('content') ?? '');
+            if ($key === '' || $content === '') {
+                continue;
+            }
+            $out[$key] = $content;
+        }
+
+        return $out;
+    }
+}

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

@@ -0,0 +1,45 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\ORM\EntityManager;
+use Espo\Core\Utils\Log;
+
+/**
+ * Lists active skills (metadata only — name/description/triggers) for the
+ * system prompt's "=== SKILLS (learned workflows) ===" hint. The full body
+ * is fetched on demand by shira-hermes' read_skill tool via REST.
+ */
+class AssistantSkillContextProvider
+{
+    private EntityManager $entityManager;
+    private Log $log;
+
+    public function __construct(EntityManager $entityManager, Log $log)
+    {
+        $this->entityManager = $entityManager;
+        $this->log = $log;
+    }
+
+    /**
+     * @return array<int, array{name: string, description: string, triggers: string}>
+     */
+    public function listSkills(): array
+    {
+        $entries = $this->entityManager->getRDBRepository('AssistantSkill')
+            ->where(['isActive' => true, 'deleted' => false])
+            ->order('name', 'ASC')
+            ->find();
+
+        $skills = [];
+        foreach ($entries as $entry) {
+            $skills[] = [
+                'name' => (string) $entry->get('name'),
+                'description' => (string) ($entry->get('description') ?? ''),
+                'triggers' => (string) ($entry->get('triggers') ?? ''),
+            ];
+        }
+
+        return $skills;
+    }
+}

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

@@ -188,10 +188,20 @@ class CaseContextBuilder
     {
         $templates = [];
         $collection = $this->entityManager->getRDBRepository('DocumentTemplate')
-            ->where(['entityType' => 'Case'])->order('name', 'ASC')->find();
+            ->where([
+                'targetEntityType' => 'Case',
+                'isActive' => true,
+            ])
+            ->order('name', 'ASC')
+            ->find();
 
         foreach ($collection as $t) {
-            $templates[] = ['id' => $t->get('id'), 'name' => $t->get('name')];
+            $templates[] = [
+                'id' => $t->get('id'),
+                'name' => $t->get('name'),
+                'category' => $t->get('category'),
+                'description' => $t->get('description'),
+            ];
         }
         return $templates;
     }

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

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

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

@@ -533,20 +533,37 @@ class DocumentAnalyzer
 
     private function extractFromDocx(string $tmpFile): ?string
     {
-        if (!class_exists(\PhpOffice\PhpWord\IOFactory::class)) return null;
-        $phpWord = \PhpOffice\PhpWord\IOFactory::load($tmpFile);
-        $text = '';
-        foreach ($phpWord->getSections() as $section) {
-            foreach ($section->getElements() as $element) {
-                if (method_exists($element, 'getText')) $text .= $element->getText() . "\n";
-                elseif (method_exists($element, 'getElements')) {
-                    foreach ($element->getElements() as $child) {
-                        if (method_exists($child, 'getText')) $text .= $child->getText() . "\n";
-                    }
+        // PHPWord (vendor/phpoffice/phpword) ships with the EspoCRM image but
+        // is NOT in the composer PSR-4 autoload map — class_exists silently
+        // returns false. Rather than fix the autoloader (rebuild of the image)
+        // we parse word/document.xml directly. This is also more robust:
+        // PHPWord's element walker only goes one level deep, missing text in
+        // tables, hyperlinks, and footnotes.
+        $zip = new \ZipArchive();
+        if ($zip->open($tmpFile) !== true) {
+            $this->log->warning("SmartAssistant: extractFromDocx: not a valid zip: $tmpFile");
+            return null;
+        }
+        $xml = $zip->getFromName('word/document.xml');
+        $zip->close();
+        if ($xml === false || $xml === '') {
+            $this->log->warning("SmartAssistant: extractFromDocx: word/document.xml missing in $tmpFile");
+            return null;
+        }
+
+        // Each <w:p> is a paragraph; concatenate <w:t> runs inside it.
+        // `(?:\s[^>]*)?` keeps us from also matching <w:tab> / <w:tbl>.
+        $paragraphs = [];
+        if (preg_match_all('#<w:p(?:\s[^>]*)?>(.*?)</w:p>#s', $xml, $pMatches)) {
+            foreach ($pMatches[1] as $block) {
+                if (preg_match_all('#<w:t(?:\s[^>]*)?>(.*?)</w:t>#s', $block, $tMatches)) {
+                    $line = trim(implode('', $tMatches[1]));
+                    if ($line !== '') $paragraphs[] = html_entity_decode($line, ENT_XML1 | ENT_QUOTES, 'UTF-8');
                 }
             }
         }
-        return $text ?: null;
+        $text = trim(implode("\n", $paragraphs));
+        return $text !== '' ? $text : null;
     }
 
     private function updateDocumentEntity(string $oldPath, string $newPath): void

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

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

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

@@ -85,6 +85,18 @@ class SmartAssistantService
         $ruleProvider = $this->injectableFactory->create(AssistantRuleContextProvider::class);
         $context['assistantRules'] = $ruleProvider->getRulesForMode($mode === 'case' ? 'case' : 'office');
 
+        // Load editable prompt sections (DB overrides for the Python defaults).
+        $promptProvider = $this->injectableFactory->create(AssistantPromptContextProvider::class);
+        $context['assistantPrompts'] = $promptProvider->getPromptsForMode($mode === 'case' ? 'case' : 'office');
+
+        // Load per-user profile (replaces /opt/data/profiles/{uid}.md).
+        $profileProvider = $this->injectableFactory->create(UserProfileContextProvider::class);
+        $context['userProfile'] = $profileProvider->getProfileForUser($userId);
+
+        // Load active skills (metadata only; full body fetched via REST when needed).
+        $skillProvider = $this->injectableFactory->create(AssistantSkillContextProvider::class);
+        $context['availableSkills'] = $skillProvider->listSkills();
+
         // Generate conversation ID
         if (!$conversationId) {
             $prefix = $mode === 'case' ? 'conv_' : 'oconv_';
@@ -518,7 +530,7 @@ class SmartAssistantService
             CURLOPT_POSTFIELDS => $payload,
             CURLOPT_RETURNTRANSFER => true,
             CURLOPT_HTTPHEADER => $headers,
-            CURLOPT_TIMEOUT => 180,
+            CURLOPT_TIMEOUT => 600,
             CURLOPT_CONNECTTIMEOUT => 10,
         ]);
 

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

@@ -0,0 +1,46 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\ORM\EntityManager;
+use Espo\Core\Utils\Log;
+
+/**
+ * Loads the active UserProfile row for a given user into Shira's context.
+ *
+ * Returns the markdown body that becomes the "=== ABOUT THIS USER ===" block
+ * in the system prompt. Returns "" when no profile exists; the Python prompt
+ * builder treats empty string as "skip this section".
+ */
+class UserProfileContextProvider
+{
+    private EntityManager $entityManager;
+    private Log $log;
+
+    public function __construct(EntityManager $entityManager, Log $log)
+    {
+        $this->entityManager = $entityManager;
+        $this->log = $log;
+    }
+
+    public function getProfileForUser(string $userId): string
+    {
+        if (!$userId) {
+            return '';
+        }
+
+        $entity = $this->entityManager->getRDBRepository('UserProfile')
+            ->where([
+                'userId' => $userId,
+                'isActive' => true,
+                'deleted' => false,
+            ])
+            ->findOne();
+
+        if (!$entity) {
+            return '';
+        }
+
+        return (string) ($entity->get('content') ?? '');
+    }
+}

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": "2.8.0",
+    "version": "2.10.4",
     "acceptableVersions": [
         ">=8.0.0"
     ],
-    "releaseDate": "2026-04-19",
+    "releaseDate": "2026-05-27",
     "php": [
         ">=8.1"
     ]

scripts/AfterInstall.php

@@ -0,0 +1,77 @@
+<?php
+/**
+ * AfterInstall script for SmartAssistant extension 2.10.x.
+ *
+ * Idempotently seeds the AssistantPrompt entity with 7 default prompt
+ * sections (tool_rules, writing_style, legal_assistance, personality_case,
+ * personality_office, other_rules_case, other_rules_office). If a row with
+ * the same `key` already exists it is left alone — admin edits win.
+ *
+ * Class must be named `AfterInstall` with NO namespace — that's what the
+ * EspoCRM extension installer looks for in scripts/AfterInstall.php.
+ * See application/Espo/Core/Upgrades/ExtensionManager.php scriptNames map.
+ */
+
+use Espo\Core\Container;
+
+class AfterInstall
+{
+    public function run(Container $container, $params = null): void
+    {
+        $entityManager = $container->get('entityManager');
+        $log = $container->get('log');
+
+        // The JSON file lives inside the installed module resources at runtime.
+        $resourceFile = 'custom/Espo/Modules/SmartAssistant/Resources/data/default-prompts.json';
+
+        if (!is_file($resourceFile)) {
+            $log->warning("[SmartAssistant] AfterInstall: $resourceFile not found, skipping seed");
+            return;
+        }
+
+        $json = file_get_contents($resourceFile);
+        $defaults = json_decode($json, true);
+
+        if (!is_array($defaults)) {
+            $log->warning("[SmartAssistant] AfterInstall: invalid JSON in $resourceFile");
+            return;
+        }
+
+        $created = 0;
+        $skipped = 0;
+
+        foreach ($defaults as $row) {
+            $key = $row['key'] ?? null;
+            if (!$key) {
+                continue;
+            }
+
+            $existing = $entityManager->getRDBRepository('AssistantPrompt')
+                ->where(['key' => $key, 'deleted' => false])
+                ->findOne();
+
+            if ($existing) {
+                $skipped++;
+                continue;
+            }
+
+            $entity = $entityManager->getNewEntity('AssistantPrompt');
+            $entity->set([
+                'key' => $key,
+                'name' => $row['name'] ?? $key,
+                'description' => $row['description'] ?? null,
+                'mode' => $row['mode'] ?? 'both',
+                'displayOrder' => $row['displayOrder'] ?? 100,
+                'content' => $row['content'] ?? '',
+                'isActive' => true,
+            ]);
+            // skipAll bypasses beforeSave hooks that require a logged-in user
+            // service (installer runs without an HTTP session) and ACL checks
+            // (we're seeding firm-wide defaults; no user is implicated).
+            $entityManager->saveEntity($entity, ['skipAll' => true]);
+            $created++;
+        }
+
+        $log->info("[SmartAssistant] AfterInstall: seeded $created AssistantPrompt rows, $skipped already existed");
+    }
+}