chaim
0dc26f3b15
- Add create_call tool: records phone calls as Call entity (not Meeting) - Add AssistantRule entity: persistent behavioral rules the AI follows - Add save_rule tool: AI can save new rules when user requests them - Add systemInstructions to webhook: call vs meeting guidance, open question tracking - Add recentCalls to case context for AI awareness - Add AssistantRuleContextProvider: injects active rules per mode into context Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
550 lines
20 KiB
PHP
550 lines
20 KiB
PHP
<?php
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namespace Espo\Modules\SmartAssistant\Services;
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use Espo\Core\Exceptions\Error;
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use Espo\Core\Exceptions\NotFound;
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use Espo\Core\InjectableFactory;
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use Espo\Core\Utils\Config;
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use Espo\Core\Utils\Log;
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use Espo\ORM\EntityManager;
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use Espo\Entities\Note;
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use Espo\Entities\User;
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class SmartAssistantService
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{
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public const NOTE_TYPE_REQUEST = 'SmartRequest';
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public const NOTE_TYPE_RESPONSE = 'SmartResponse';
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public const NOTE_TYPE_ACTION = 'SmartAction';
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// All tools execute inline — Shira has full permissions
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private const TOOLS_REQUIRING_CASE = ['change_status', 'schedule_hearing', 'list_documents', 'analyze_document', 'upload_document', 'generate_document', 'merge_documents', 'save_memory'];
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private EntityManager $entityManager;
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private InjectableFactory $injectableFactory;
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private Config $config;
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private Log $log;
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private User $user;
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private static array $conversations = [];
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public function __construct(
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EntityManager $entityManager,
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InjectableFactory $injectableFactory,
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Config $config,
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Log $log,
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User $user
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) {
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$this->entityManager = $entityManager;
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$this->injectableFactory = $injectableFactory;
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$this->config = $config;
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$this->log = $log;
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$this->user = $user;
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}
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private function getConversationRepo(): ConversationRepository
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{
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return $this->injectableFactory->create(ConversationRepository::class);
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}
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public function chat(string $message, string $mode, ?string $caseId, ?string $conversationId): array
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{
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$userId = $this->user->getId();
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// Build context based on mode
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if ($mode === 'case' && $caseId) {
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$contextBuilder = $this->injectableFactory->create(CaseContextBuilder::class);
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$context = $contextBuilder->buildContext($caseId, $userId);
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// Add case memory to context
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$memoryProvider = $this->injectableFactory->create(CaseMemoryContextProvider::class);
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$context['caseMemory'] = $memoryProvider->getContextForCase($caseId);
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$context['mode'] = 'case';
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} else {
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$contextBuilder = $this->injectableFactory->create(OfficeContextBuilder::class);
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$context = $contextBuilder->buildSummaryContext($this->user, $this->getThresholds());
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// Auto-detect case drill-down
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$drillDown = $this->detectDrillDown($message);
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if ($drillDown) {
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$context['drillDown'] = $drillDown;
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}
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}
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// Load behavioral rules
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$ruleProvider = $this->injectableFactory->create(AssistantRuleContextProvider::class);
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$context['assistantRules'] = $ruleProvider->getRulesForMode($mode === 'case' ? 'case' : 'office');
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// Generate conversation ID
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if (!$conversationId) {
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$prefix = $mode === 'case' ? 'conv_' : 'oconv_';
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$conversationId = uniqid($prefix, true);
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}
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// Persist conversation
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try {
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$convRepo = $this->getConversationRepo();
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$convRepo->startOrResume($mode, $conversationId, $caseId);
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$convRepo->appendMessage($conversationId, 'user', $message);
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} catch (\Exception $e) {
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$this->log->warning('SmartAssistant: Failed to persist conversation: ' . $e->getMessage());
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}
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// Create stream note (only for case mode)
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if ($mode === 'case' && $caseId) {
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$this->createStreamNote(self::NOTE_TYPE_REQUEST, $message, $caseId, [
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'conversationId' => $conversationId,
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]);
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}
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// Load conversation history for context
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$conversationHistory = [];
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try {
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$conversationHistory = $this->getConversationRepo()->getMessages($conversationId);
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} catch (\Exception $e) {
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// Ignore
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}
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// Call webhook
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$response = $this->callWebhook($message, $context, $conversationId, $conversationHistory, $mode);
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// Process actions — execute all inline (Shira has full permissions)
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$actions = $response['actions'] ?? [];
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$responseText = $response['text'] ?? '';
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$inlineResults = [];
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$executedActions = [];
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// Resolve effective caseId: explicit case mode, or drill-down detection in office mode
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$effectiveCaseId = $caseId;
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if (!$effectiveCaseId && !empty($context['drillDown']['case']['id'])) {
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$effectiveCaseId = $context['drillDown']['case']['id'];
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}
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$executor = $this->injectableFactory->create(ActionExecutor::class);
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foreach ($actions as $action) {
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$tool = $action['tool'] ?? '';
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$actionCaseId = $effectiveCaseId;
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// Resolve case from action params if not available
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if (!$actionCaseId && !empty($action['params']['caseId'])) {
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$actionCaseId = $action['params']['caseId'];
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}
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// Skip tools that require a case if no case context available
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if (!$actionCaseId && in_array($tool, self::TOOLS_REQUIRING_CASE, true)) {
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$inlineResults[] = "⚠️ לא ניתן לבצע {$tool} — לא זוהה תיק. נסה מתוך מסך התיק.";
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continue;
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}
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try {
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$result = $executor->execute($tool, $action['params'] ?? [], $actionCaseId, $userId);
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if (!empty($result['message'])) {
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$inlineResults[] = $result['message'];
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}
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$executedActions[] = [
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'tool' => $tool,
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'status' => 'executed',
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'entityType' => $result['entityType'] ?? null,
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'entityId' => $result['entityId'] ?? null,
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];
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// Create stream note for executed action in case context
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if ($actionCaseId) {
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$this->createStreamNote(self::NOTE_TYPE_ACTION, $result['message'] ?? 'פעולה בוצעה', $actionCaseId, [
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'conversationId' => $conversationId,
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'status' => 'executed',
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'entityType' => $result['entityType'] ?? null,
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'entityId' => $result['entityId'] ?? null,
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]);
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}
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} catch (\Exception $e) {
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$this->log->warning("SmartAssistant: Execution of {$tool} failed: " . $e->getMessage());
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$inlineResults[] = "שגיאה בביצוע {$tool}: " . $e->getMessage();
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}
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}
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if (!empty($inlineResults)) {
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$responseText .= "\n\n" . implode("\n\n", $inlineResults);
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}
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// Persist response
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try {
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$this->getConversationRepo()->appendMessage($conversationId, 'assistant', $responseText, $executedActions);
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} catch (\Exception $e) {
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$this->log->warning('SmartAssistant: Failed to persist response: ' . $e->getMessage());
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}
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// Stream note for case mode
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if ($mode === 'case' && $caseId) {
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$this->createStreamNote(self::NOTE_TYPE_RESPONSE, $responseText, $caseId, [
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'conversationId' => $conversationId,
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'actions' => $executedActions,
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]);
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}
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return [
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'conversationId' => $conversationId,
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'text' => $responseText,
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'actions' => [],
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'executedActions' => $executedActions,
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];
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}
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public function executeAction(string $conversationId, string $actionId, bool $approved): array
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{
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$conversation = $this->loadConversation($conversationId);
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if (!$conversation) {
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throw new NotFound("Conversation {$conversationId} not found.");
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}
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$caseId = $conversation['caseId'];
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$userId = $conversation['userId'];
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$actions = $conversation['actions'] ?? [];
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$action = null;
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foreach ($actions as $a) {
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if (($a['actionId'] ?? '') === $actionId) {
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$action = $a;
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break;
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}
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}
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if (!$action) {
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throw new NotFound("Action {$actionId} not found.");
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}
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if (!$approved) {
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if ($caseId) {
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$this->createStreamNote(self::NOTE_TYPE_ACTION, 'פעולה נדחתה: ' . ($action['displayText'] ?? ''), $caseId, [
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'conversationId' => $conversationId,
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'actionId' => $actionId,
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'status' => 'rejected',
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]);
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}
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return ['success' => true, 'status' => 'rejected', 'message' => 'הפעולה נדחתה'];
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}
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$executor = $this->injectableFactory->create(ActionExecutor::class);
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try {
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$result = $executor->execute($action['tool'], $action['params'] ?? [], $caseId, $userId);
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if ($caseId) {
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$this->createStreamNote(self::NOTE_TYPE_ACTION, $result['message'] ?? 'פעולה בוצעה', $caseId, [
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'conversationId' => $conversationId,
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'actionId' => $actionId,
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'status' => 'executed',
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'entityType' => $result['entityType'] ?? null,
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'entityId' => $result['entityId'] ?? null,
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]);
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}
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return $result;
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} catch (\Exception $e) {
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$this->log->error("SmartAssistant: Action execution failed: " . $e->getMessage());
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if ($caseId) {
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$this->createStreamNote(self::NOTE_TYPE_ACTION, 'שגיאה: ' . $e->getMessage(), $caseId, [
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'conversationId' => $conversationId,
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'actionId' => $actionId,
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'status' => 'error',
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]);
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}
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return ['success' => false, 'message' => 'שגיאה בביצוע הפעולה: ' . $e->getMessage()];
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}
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}
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public function getStatus(): array
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{
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$webhookUrl = $this->getWebhookUrl();
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return [
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'enabled' => $webhookUrl !== null,
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'webhookConfigured' => !empty($webhookUrl),
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];
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}
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public function getSummary(): array
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{
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$alertCalc = $this->injectableFactory->create(AlertCalculator::class);
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$thresholds = $this->getThresholds();
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$hearingDays = $thresholds['upcomingHearingDays'] ?? 7;
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return [
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'summary' => $alertCalc->getSummary(),
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'alerts' => $alertCalc->calculateAlerts($thresholds),
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'openCases' => $alertCalc->getOpenCaseItems(),
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'upcomingHearings' => $alertCalc->getUpcomingHearingItems($hearingDays),
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];
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}
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public function getAlerts(): array
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{
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$alertCalc = $this->injectableFactory->create(AlertCalculator::class);
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return $alertCalc->calculateAlerts($this->getThresholds());
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}
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public function getHistory(?string $caseId): array
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{
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if ($caseId) {
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// Case mode: return stream notes
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$notes = $this->entityManager->getRDBRepository('Note')
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->where([
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'parentType' => 'Case',
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'parentId' => $caseId,
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'type' => [self::NOTE_TYPE_REQUEST, self::NOTE_TYPE_RESPONSE, self::NOTE_TYPE_ACTION],
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])
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->order('createdAt', 'DESC')
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->limit(0, 50)
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->find();
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$history = [];
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foreach ($notes as $note) {
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$history[] = [
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'id' => $note->get('id'),
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'type' => $note->get('type'),
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'post' => $note->get('post'),
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'data' => $note->get('data') ?? (object) [],
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'createdAt' => $note->get('createdAt'),
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'createdByName' => $note->get('createdByName'),
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];
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}
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return ['list' => array_reverse($history), 'total' => count($history)];
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}
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// Office mode: return latest conversation from today
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$conversations = $this->getConversationRepo()->getRecentConversations('office', null, 1);
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if (empty($conversations)) return [];
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$latest = $conversations[0];
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$messages = $this->getConversationRepo()->getMessages($latest['conversationKey']);
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return [
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'conversationId' => $latest['conversationKey'],
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'messages' => $messages,
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'updatedAt' => $latest['lastMessageAt'],
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];
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}
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public function getConversations(?string $type): array
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{
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return $this->getConversationRepo()->getRecentConversations($type, null, 50);
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}
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public function getConversationMessages(string $key): array
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{
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return [
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'conversationId' => $key,
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'messages' => $this->getConversationRepo()->getMessages($key),
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];
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}
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public function searchHistory(string $query): array
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{
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return $this->getConversationRepo()->searchConversations($query);
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}
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private function detectDrillDown(string $message): ?array
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{
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$cases = $this->entityManager->getRDBRepository('Case')
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->select(['id', 'name'])
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->where([
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'status!=' => ['ClosedSettlement', 'ClosedJudgment', 'Closed', 'Rejected'],
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'deleted' => false,
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])
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->find();
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foreach ($cases as $case) {
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if (mb_stripos($message, $case->get('name')) !== false) {
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$contextBuilder = $this->injectableFactory->create(OfficeContextBuilder::class);
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return $contextBuilder->buildCaseDrillDown($case->get('id'), $this->user);
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}
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}
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return null;
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}
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private function callWebhook(string $message, array $context, string $conversationId, array $history, string $mode): array
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{
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$webhookUrl = $this->getWebhookUrl();
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if (!$webhookUrl) {
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throw new Error('SmartAssistant webhook URL is not configured. Go to Admin > Integrations > Smart Assistant.');
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}
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$siteUrl = $this->config->get('siteUrl') ?? '';
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$payload = json_encode([
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'message' => $message,
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'context' => $context,
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'conversationId' => $conversationId,
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'conversationHistory' => $history,
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'mode' => $mode,
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'systemInstructions' => $this->getSystemInstructions(),
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'espocrm' => [
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'url' => rtrim($siteUrl, '/'),
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'apiKey' => $this->getEspocrmApiKey(),
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],
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]);
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$headers = ['Content-Type: application/json', 'Accept: application/json'];
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$apiKey = $this->getApiKey();
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if ($apiKey) {
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$headers[] = 'X-Api-Key: ' . $apiKey;
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}
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$ch = curl_init($webhookUrl);
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curl_setopt_array($ch, [
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CURLOPT_POST => true,
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CURLOPT_POSTFIELDS => $payload,
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CURLOPT_RETURNTRANSFER => true,
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CURLOPT_HTTPHEADER => $headers,
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CURLOPT_TIMEOUT => 120,
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CURLOPT_CONNECTTIMEOUT => 10,
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]);
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$responseBody = curl_exec($ch);
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$httpCode = curl_getinfo($ch, CURLINFO_HTTP_CODE);
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$error = curl_error($ch);
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curl_close($ch);
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if ($error) {
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$this->log->error("SmartAssistant: Webhook error: {$error}");
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throw new Error("Failed to connect to assistant: {$error}");
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}
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if ($httpCode !== 200) {
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$this->log->error("SmartAssistant: Webhook HTTP {$httpCode}: {$responseBody}");
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throw new Error("Assistant returned error (HTTP {$httpCode})");
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}
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$response = json_decode($responseBody, true);
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if (!$response) {
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throw new Error('Invalid response from assistant');
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}
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return $response;
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}
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private function createStreamNote(string $type, string $content, string $caseId, array $data = []): void
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{
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$note = $this->entityManager->getNewEntity('Note');
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$note->set([
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'type' => $type,
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'post' => $content,
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'parentType' => 'Case',
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'parentId' => $caseId,
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'data' => (object) $data,
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]);
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$this->entityManager->saveEntity($note);
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}
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private function getWebhookUrl(): ?string
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{
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$integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
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if ($integration && $integration->get('enabled')) {
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$data = $integration->get('data') ?? (object) [];
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if (!empty($data->webhookUrl)) {
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return $data->webhookUrl;
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}
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}
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return null;
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}
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private function getApiKey(): ?string
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{
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$integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
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if ($integration && $integration->get('enabled')) {
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$data = $integration->get('data') ?? (object) [];
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if (!empty($data->apiKey)) {
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return $data->apiKey;
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}
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}
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return null;
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}
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private function getEspocrmApiKey(): ?string
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{
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$integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
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if ($integration && $integration->get('enabled')) {
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$data = $integration->get('data') ?? (object) [];
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if (!empty($data->espocrmApiKey)) {
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return $data->espocrmApiKey;
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}
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}
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return null;
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}
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private function getSystemInstructions(): array
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{
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return [
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'call_vs_meeting' => implode(' ', [
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'כשהמשתמש מדווח ששוחח, דיבר, התקשר, או שוחחה עם לקוח/ה — השתמש בכלי create_call (לא create_meeting).',
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'כשהמשתמש מדווח שנפגש, קבע פגישה, או תיאם מפגש — השתמש בכלי create_meeting.',
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'שיחת טלפון = create_call. פגישה פיזית/זום = create_meeting.',
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]),
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'open_questions' => implode(' ', [
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'אם שאלת את המשתמש שאלה והוא לא ענה עליה בתגובה הבאה — חזור על השאלה בתחילת התשובה הבאה.',
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'עקוב אחרי שאלות פתוחות ואל תוותר עליהן עד שהמשתמש עונה או אומר לך לוותר.',
|
|
]),
|
|
'behavioral_rules' => implode(' ', [
|
|
'אם context.assistantRules מכיל כללים — יש ליישם אותם בכל שיחה.',
|
|
'כללים גלובליים תקפים תמיד. כללי "case" תקפים רק במצב תיק. כללי "office" תקפים רק במצב משרד.',
|
|
'אם המשתמש מבקש להגדיר כלל חדש (למשל "תמיד תעשה X כש-Y") — השתמש בכלי save_rule כדי לשמור אותו.',
|
|
]),
|
|
];
|
|
}
|
|
|
|
private function getThresholds(): array
|
|
{
|
|
$integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
|
|
if ($integration && $integration->get('enabled')) {
|
|
$data = (array) ($integration->get('data') ?? []);
|
|
return [
|
|
'inactivityWarningDays' => $data['inactivityWarningDays'] ?? 14,
|
|
'inactivityCriticalDays' => $data['inactivityCriticalDays'] ?? 30,
|
|
'upcomingHearingDays' => $data['upcomingHearingDays'] ?? 7,
|
|
];
|
|
}
|
|
return [];
|
|
}
|
|
|
|
private function saveConversationFile(string $conversationId, ?string $caseId, string $userId, array $actions): void
|
|
{
|
|
$dir = 'data/tmp/assistant-conversations';
|
|
if (!is_dir($dir)) mkdir($dir, 0755, true);
|
|
file_put_contents($dir . '/' . $conversationId . '.json', json_encode([
|
|
'caseId' => $caseId,
|
|
'userId' => $userId,
|
|
'actions' => $actions,
|
|
'createdAt' => date('Y-m-d H:i:s'),
|
|
]));
|
|
}
|
|
|
|
private function loadConversation(string $conversationId): ?array
|
|
{
|
|
if (isset(self::$conversations[$conversationId])) {
|
|
return self::$conversations[$conversationId];
|
|
}
|
|
|
|
$file = 'data/tmp/assistant-conversations/' . basename($conversationId) . '.json';
|
|
if (file_exists($file)) {
|
|
$data = json_decode(file_get_contents($file), true);
|
|
if (isset($data['createdAt']) && (time() - strtotime($data['createdAt'])) > 86400) {
|
|
unlink($file);
|
|
return null;
|
|
}
|
|
return $data;
|
|
}
|
|
|
|
return null;
|
|
}
|
|
}
|