chaim
65faf99e11
Make every text artifact that goes into Shira's system prompt editable from
the EspoCRM admin UI, with code-level defaults kept as a safety floor.
* AssistantRule + CaseMemory: flip `tab: true` so admins can browse/edit from
the navbar. No longer invisible.
* New entity AssistantPrompt — one row per prompt section (tool_rules,
writing_style, legal_assistance, personality_case, personality_office,
other_rules_case, other_rules_office). Edits in the UI override the
in-code defaults; an inactive or missing row falls back to code.
Seeded on install with the current Python defaults via AfterInstall.
* New entity UserProfile — replaces /opt/data/profiles/{uid}.md. ACL is
own/all/no so each lawyer sees their own, admins see all. Injected into
the prompt's '=== ABOUT THIS USER ===' block.
* New entity AssistantSkill — replaces /opt/data/skills/. Tab-visible.
Context provider returns metadata only; full body fetched on demand.
* 3 new ContextProviders (AssistantPrompt, UserProfile, AssistantSkill)
injected into context by SmartAssistantService::chat at the same point
AssistantRule has been injecting since 2026-05-27.
* 3 new Controller classes (one-liner extends Record) — without these
EspoCRM returns 404 on the REST endpoint even when scopes/entityDefs
are correct. Same pattern as the AssistantRule fix in 2.9.2.
* New custom view smart-assistant:views/fields/prompt-editor — monospace
font, dir=auto for mixed RTL/LTR, taller textarea. Used by all three
long-text content fields.
* New admin panel 'ניהול שירה' that groups all five surfaces (prompts,
rules, skills, user profiles, case memory) under one Admin section.
* Hebrew labels for all new scopes added to fa_IR/Global.json.
Paired with shira-hermes (separate commit): prompt_builder.py refactored
to read each section from context['assistantPrompts'] with code defaults
as fallback; save_memory tool now goes through SmartAssistant/action/executeTool
so CaseMemory actually gets populated instead of dropping 'm Notes.
Migration script scripts/migrate_legacy_memory_notes.py in shira-hermes
moves existing 'm Notes into CaseMemory rows (one-shot, idempotent).
Refs Task Master none — schema additions, no destructive changes.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
38 lines
1.7 KiB
JSON
38 lines
1.7 KiB
JSON
{
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"shiraManagement": {
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"label": "ניהול שירה",
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"itemList": [
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{
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"url": "#AssistantPrompt",
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"label": "פרומפטים",
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"iconClass": "fas fa-file-code",
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"description": "שינוי הסעיפים שמוזרקים ל-system prompt של שירה. עריכה כאן מחליפה את ברירות-המחדל בקוד."
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},
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{
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"url": "#AssistantRule",
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"label": "כללי התנהגות",
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"iconClass": "fas fa-list-check",
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"description": "כללים גלובליים/לפי מצב שיופיעו תחת '=== BEHAVIORAL RULES (MUST FOLLOW) ===' של ה-system prompt."
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},
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{
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"url": "#AssistantSkill",
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"label": "מיומנויות (Skills)",
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"iconClass": "fas fa-magic",
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"description": "תהליכי עבודה מוכנים שהמודל יכול להפעיל. כל מיומנות פעילה מופיעה ב-context."
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},
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{
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"url": "#UserProfile",
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"label": "פרופילי משתמשים",
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"iconClass": "fas fa-user-cog",
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"description": "פרופיל אישי לכל עורך/ת דין. מופיע ב-system prompt תחת '=== ABOUT THIS USER ==='."
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},
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{
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"url": "#CaseMemory",
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"label": "זיכרון תיקים",
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"iconClass": "fas fa-brain",
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"description": "כל רשומות הזיכרון מכל התיקים. גישה ישירה לחיפוש/עריכה — לצד כניסה רגילה מתוך כל תיק."
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}
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]
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}
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}
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