feat: initial shira-hermes service
Shira AI backend using OpenAI-compatible agent with tool-calling loop, replacing the smart-assistant route in ai-gateway. Components: - FastAPI adapter (same HTTP contract as ai-gateway) - Agent runner with agentic tool-calling loop via ai-gateway /v1/chat/completions - EspoCRM REST API client - 20 MCP tools (CRM, documents, legal assistance) - Prompt builder ported from ai-gateway JS to Python - SOUL.md personality definition - Dockerfile for Coolify deployment Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
+33
@@ -0,0 +1,33 @@
|
||||
"""shira-hermes — FastAPI application."""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
import os
|
||||
import logging
|
||||
|
||||
from fastapi import FastAPI
|
||||
from fastapi.middleware.cors import CORSMiddleware
|
||||
|
||||
from api.routes.health import router as health_router
|
||||
from api.routes.smart_assistant import router as smart_assistant_router
|
||||
|
||||
logging.basicConfig(
|
||||
level=logging.INFO,
|
||||
format="%(asctime)s [%(name)s] %(levelname)s: %(message)s",
|
||||
)
|
||||
|
||||
app = FastAPI(
|
||||
title="shira-hermes",
|
||||
description="Shira AI Assistant — Hermes Agent backend for EspoCRM SmartAssistant",
|
||||
version="0.1.0",
|
||||
)
|
||||
|
||||
app.add_middleware(
|
||||
CORSMiddleware,
|
||||
allow_origins=["*"],
|
||||
allow_methods=["GET", "POST", "OPTIONS"],
|
||||
allow_headers=["Content-Type", "X-Api-Key"],
|
||||
)
|
||||
|
||||
app.include_router(health_router)
|
||||
app.include_router(smart_assistant_router)
|
||||
@@ -0,0 +1,19 @@
|
||||
"""Health check endpoint."""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
from datetime import datetime, timezone
|
||||
|
||||
from fastapi import APIRouter
|
||||
|
||||
router = APIRouter()
|
||||
|
||||
|
||||
@router.get("/api/health")
|
||||
async def health():
|
||||
return {
|
||||
"status": "ok",
|
||||
"service": "shira-hermes",
|
||||
"version": "0.1.0",
|
||||
"timestamp": datetime.now(timezone.utc).isoformat(),
|
||||
}
|
||||
@@ -0,0 +1,103 @@
|
||||
"""SmartAssistant chat endpoint — same HTTP contract as ai-gateway."""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
import os
|
||||
import logging
|
||||
|
||||
from fastapi import APIRouter, Request, HTTPException
|
||||
from pydantic import BaseModel
|
||||
|
||||
from api.services.prompt_builder import build_case_prompt, build_office_prompt
|
||||
from api.services.agent_runner import AgentRunner
|
||||
|
||||
logger = logging.getLogger("shira.api")
|
||||
|
||||
router = APIRouter()
|
||||
|
||||
|
||||
def _get_api_key() -> str:
|
||||
return os.environ.get("API_KEY", "")
|
||||
|
||||
|
||||
def _verify_auth(request: Request):
|
||||
"""Verify X-Api-Key header if API_KEY is configured."""
|
||||
expected = _get_api_key()
|
||||
if not expected:
|
||||
return # No auth configured
|
||||
provided = request.headers.get("X-Api-Key", "")
|
||||
if provided != expected:
|
||||
raise HTTPException(status_code=401, detail="Unauthorized")
|
||||
|
||||
|
||||
def _get_runner() -> AgentRunner:
|
||||
return AgentRunner(
|
||||
ai_gateway_url=os.environ.get("AI_GATEWAY_URL", "http://localhost:3000"),
|
||||
ai_gateway_api_key=os.environ.get("AI_GATEWAY_API_KEY", ""),
|
||||
model=os.environ.get("CLAUDE_MODEL", "sonnet"),
|
||||
max_tokens=int(os.environ.get("MAX_OUTPUT_TOKENS", "4096")),
|
||||
max_iterations=int(os.environ.get("MAX_AGENT_ITERATIONS", "10")),
|
||||
)
|
||||
|
||||
|
||||
@router.post("/api/smart-assistant/chat")
|
||||
async def smart_assistant_chat(request: Request):
|
||||
_verify_auth(request)
|
||||
|
||||
body = await request.json()
|
||||
message = body.get("message", "")
|
||||
context = body.get("context", {})
|
||||
conversation_id = body.get("conversationId", "")
|
||||
conversation_history = body.get("conversationHistory", [])
|
||||
mode = body.get("mode", "case")
|
||||
|
||||
# EspoCRM credentials
|
||||
espocrm = body.get("espocrm", {})
|
||||
espocrm_url = espocrm.get("url") or os.environ.get("ESPOCRM_URL", "")
|
||||
espocrm_api_key = espocrm.get("apiKey") or os.environ.get("ESPOCRM_API_KEY", "")
|
||||
|
||||
if not message and not conversation_history:
|
||||
return {"text": "no message", "actions": [], "conversationId": conversation_id}
|
||||
|
||||
# Build system prompt
|
||||
system_prompt = build_office_prompt(context) if mode == "office" else build_case_prompt(context)
|
||||
|
||||
# Build messages from conversation history
|
||||
messages = []
|
||||
for m in conversation_history:
|
||||
if m.get("role") == "tool_result":
|
||||
messages.append({
|
||||
"role": "user",
|
||||
"content": f'[תוצאת כלי {m.get("toolName", "")}]:\n{m.get("content", "")}',
|
||||
})
|
||||
else:
|
||||
messages.append({
|
||||
"role": "assistant" if m.get("role") == "assistant" else "user",
|
||||
"content": m.get("content", ""),
|
||||
})
|
||||
|
||||
if message:
|
||||
messages.append({"role": "user", "content": message})
|
||||
|
||||
logger.info(
|
||||
'[smart-assistant] mode=%s conv=%s espocrm=%s msg="%s..."',
|
||||
mode, conversation_id, espocrm_url, message[:50],
|
||||
)
|
||||
|
||||
runner = _get_runner()
|
||||
text = await runner.run(
|
||||
system_prompt=system_prompt,
|
||||
messages=messages,
|
||||
context=context,
|
||||
espocrm_url=espocrm_url,
|
||||
espocrm_api_key=espocrm_api_key,
|
||||
)
|
||||
|
||||
logger.info("[smart-assistant] response: %s...", text[:80])
|
||||
|
||||
return {
|
||||
"text": text,
|
||||
"actions": [],
|
||||
"executedActions": [],
|
||||
"conversationId": conversation_id,
|
||||
}
|
||||
@@ -0,0 +1,135 @@
|
||||
"""Agent runner — wraps OpenAI client with tool-calling loop via ai-gateway."""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
import json
|
||||
import logging
|
||||
from typing import Any
|
||||
|
||||
from openai import AsyncOpenAI
|
||||
|
||||
from mcp_server.espocrm_client import EspoCrmClient
|
||||
from mcp_server.tools.crm_tools import register_crm_tools
|
||||
from mcp_server.tools.document_tools import register_document_tools
|
||||
from mcp_server.tools.legal_tools import register_legal_tools
|
||||
|
||||
logger = logging.getLogger("shira.agent")
|
||||
|
||||
|
||||
class AgentRunner:
|
||||
"""
|
||||
Runs an agentic conversation loop using the OpenAI SDK pointed at ai-gateway.
|
||||
|
||||
The loop:
|
||||
1. Send messages + tools to the model
|
||||
2. If the model returns tool_calls, execute them and feed results back
|
||||
3. Repeat until the model returns a text response (no tool_calls)
|
||||
4. Return the final text
|
||||
"""
|
||||
|
||||
def __init__(
|
||||
self,
|
||||
ai_gateway_url: str,
|
||||
ai_gateway_api_key: str,
|
||||
model: str = "sonnet",
|
||||
max_tokens: int = 4096,
|
||||
max_iterations: int = 10,
|
||||
):
|
||||
self.client = AsyncOpenAI(
|
||||
base_url=f"{ai_gateway_url.rstrip('/')}/v1",
|
||||
api_key=ai_gateway_api_key,
|
||||
)
|
||||
self.model = model
|
||||
self.max_tokens = max_tokens
|
||||
self.max_iterations = max_iterations
|
||||
|
||||
async def run(
|
||||
self,
|
||||
system_prompt: str,
|
||||
messages: list[dict[str, str]],
|
||||
context: dict,
|
||||
espocrm_url: str,
|
||||
espocrm_api_key: str,
|
||||
) -> str:
|
||||
"""Run a conversation with tool-calling loop. Returns the final text response."""
|
||||
|
||||
# Build tools from context
|
||||
crm = EspoCrmClient(espocrm_url, espocrm_api_key)
|
||||
case_id = (context.get("case") or {}).get("id") or (context.get("drillDown", {}).get("case", {}).get("id"))
|
||||
user_id = (context.get("currentUser") or {}).get("id")
|
||||
|
||||
tools_registry: dict[str, dict] = {}
|
||||
register_crm_tools(tools_registry, crm, case_id, user_id, context)
|
||||
register_document_tools(tools_registry, crm, case_id, context)
|
||||
register_legal_tools(tools_registry, crm, case_id, context)
|
||||
|
||||
# Build OpenAI tools format
|
||||
openai_tools = []
|
||||
for name, tool in tools_registry.items():
|
||||
openai_tools.append({
|
||||
"type": "function",
|
||||
"function": {
|
||||
"name": name,
|
||||
"description": tool["description"],
|
||||
"parameters": tool["parameters"],
|
||||
},
|
||||
})
|
||||
|
||||
# Build messages with system prompt
|
||||
openai_messages = [{"role": "system", "content": system_prompt}]
|
||||
openai_messages.extend(messages)
|
||||
|
||||
# Agentic loop
|
||||
for iteration in range(self.max_iterations):
|
||||
logger.info("[agent] iteration %d, messages=%d", iteration + 1, len(openai_messages))
|
||||
|
||||
try:
|
||||
response = await self.client.chat.completions.create(
|
||||
model=self.model,
|
||||
messages=openai_messages,
|
||||
tools=openai_tools if openai_tools else None,
|
||||
max_tokens=self.max_tokens,
|
||||
)
|
||||
except Exception as e:
|
||||
logger.error("[agent] API error: %s", e)
|
||||
return f"שגיאה בתקשורת עם שירות ה-AI: {e}"
|
||||
|
||||
choice = response.choices[0]
|
||||
message = choice.message
|
||||
|
||||
# If no tool calls, return the text
|
||||
if not message.tool_calls:
|
||||
return message.content or "לא הצלחתי להבין את הבקשה. נסי שוב."
|
||||
|
||||
# Process tool calls
|
||||
openai_messages.append(message.model_dump())
|
||||
|
||||
for tool_call in message.tool_calls:
|
||||
fn_name = tool_call.function.name
|
||||
try:
|
||||
fn_args = json.loads(tool_call.function.arguments)
|
||||
except json.JSONDecodeError:
|
||||
fn_args = {}
|
||||
|
||||
logger.info("[agent] tool call: %s(%s)", fn_name, json.dumps(fn_args, ensure_ascii=False)[:100])
|
||||
|
||||
tool_def = tools_registry.get(fn_name)
|
||||
if not tool_def:
|
||||
result = f"❌ כלי לא ידוע: {fn_name}"
|
||||
else:
|
||||
try:
|
||||
handler = tool_def["handler"]
|
||||
result = await handler(**fn_args)
|
||||
except Exception as e:
|
||||
logger.error("[agent] tool error %s: %s", fn_name, e)
|
||||
result = f"❌ שגיאה בהפעלת {fn_name}: {e}"
|
||||
|
||||
openai_messages.append({
|
||||
"role": "tool",
|
||||
"tool_call_id": tool_call.id,
|
||||
"content": str(result),
|
||||
})
|
||||
|
||||
# Exhausted iterations
|
||||
logger.warning("[agent] max iterations (%d) reached", self.max_iterations)
|
||||
return "הגעתי למספר המקסימלי של פעולות. נסי לשאול שוב בצורה ממוקדת יותר."
|
||||
@@ -0,0 +1,224 @@
|
||||
"""Port of ai-gateway/src/services/smart-assistant/prompt-builder.js to Python."""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
from datetime import datetime, timezone, timedelta
|
||||
|
||||
VALID_STATUSES = {
|
||||
"New": "חדש",
|
||||
"Assigned": "בטיפול",
|
||||
"Pending": "ממתין",
|
||||
"PendingHearing": "ממתין לדיון",
|
||||
"PendingDecision": "ממתין להחלטה",
|
||||
"PendingResponse": "ממתין לתשובה",
|
||||
"Negotiation": "משא ומתן",
|
||||
"Suspended": "מושהה",
|
||||
"ClosedSettlement": "סגור - הסכם",
|
||||
"ClosedJudgment": "סגור - פס״ד",
|
||||
"Closed": "סגור",
|
||||
"Rejected": "נדחה",
|
||||
}
|
||||
|
||||
ISR_TZ = timezone(timedelta(hours=3))
|
||||
|
||||
TOOL_RULES = (
|
||||
"TOOL RULES (CRITICAL — you MUST follow these):\n"
|
||||
"- When user asks for an action (create task, meeting, note, etc.) — USE the tool. Do not describe what you would do — DO IT.\n"
|
||||
"- NEVER claim you performed an action if you did not call the tool. This is the most important rule.\n"
|
||||
"- If a tool call fails, tell the user exactly what went wrong. Never pretend it succeeded.\n"
|
||||
"- If you cannot perform an action (missing context, wrong mode), explain why honestly.\n"
|
||||
"- After a successful tool call, you will receive the result. Only THEN confirm to the user what happened.\n"
|
||||
"- Dates: pass in YYYY-MM-DD format. If user says DD/MM/YYYY, convert it before calling the tool.\n"
|
||||
"- If user does not specify a time for a task or meeting, default to 08:00 morning.\n"
|
||||
"- CALL vs MEETING: When user reports they spoke/talked/called someone (שוחחתי, דיברתי, התקשרתי) — use create_call. When user reports a physical meeting or Zoom (נפגשתי, פגישה) — use create_meeting. NEVER use create_meeting for phone calls.\n"
|
||||
"- OPEN QUESTIONS: If you asked the user a question and they did not answer it, repeat the question at the beginning of your next response. Track open questions until answered.\n"
|
||||
"- BEHAVIORAL RULES: If assistantRules are provided in the context, you MUST follow them. When user asks to set a persistent rule (\"from now on always...\", \"whenever I say X do Y\"), use save_rule to save it.\n"
|
||||
"- DOCUMENTS: When user asks to summarize, analyze, or read a document — first use list_documents to see what files exist, then use read_document with the file path to extract the text.\n"
|
||||
"- When user asks to summarize multiple documents or the entire case folder — use read_multiple_documents with all relevant file paths.\n"
|
||||
"- When user asks to rename or organize files — use batch_rename_documents with an array of rename operations.\n"
|
||||
"- TEMPLATE GENERATION: When user asks to generate/create a document from a template — use generate_from_template. The templateId comes from availableTemplates in your context.\n"
|
||||
)
|
||||
|
||||
LEGAL_ASSISTANCE_PROMPT = (
|
||||
"=== סיוע משפטי — דוח גישה ישירה ===\n\n"
|
||||
"לתיקים עם מינוי גישה ישירה (cLegalAidType = DirectAccess) יש לך כלי מיוחד: generate_initial_report.\n\n"
|
||||
'## מתי להפעיל את התהליך?\n'
|
||||
'- כשהמשתמש מזכיר: "גישה ישירה", "דוח גישה ישירה", "דיווח ראשוני", "דוח דיווח ראשוני", "מינוי גישה ישירה"\n'
|
||||
"- כשיש תיק עם cLegalAidType = DirectAccess\n"
|
||||
"- כשהמשתמש שואל על תהליך הדיווח או המינוי\n\n"
|
||||
"כשמזהים שהתיק הוא גישה ישירה, הסבר למשתמש שיש לך כלי ייעודי ליצירת דוח גישה ישירה, ושאל אם הוא רוצה להתחיל.\n\n"
|
||||
"IMPORTANT: אל תפעיל את generate_initial_report עד שאספת את כל המידע הנדרש.\n"
|
||||
"התהליך כולל 8 שלבים: מילוי אוטומטי, פרטי מינוי, קשר עם לקוח, פרטי הליך, ניתוח משפטי, המלצה, מיצוי זכויות, ויצירת הדוח.\n"
|
||||
"שאל בסגנון שיחה טבעי, לא כטופס. קבץ 2-3 שאלות קשורות ביחד."
|
||||
)
|
||||
|
||||
|
||||
def _now() -> str:
|
||||
return datetime.now(ISR_TZ).strftime("%d/%m/%Y %H:%M")
|
||||
|
||||
|
||||
def build_case_prompt(context: dict) -> str:
|
||||
case_info = context.get("case", {})
|
||||
contacts = context.get("contacts", [])
|
||||
open_tasks = context.get("openTasks", [])
|
||||
upcoming_meetings = context.get("upcomingMeetings", [])
|
||||
recent_notes = context.get("recentNotes", [])
|
||||
templates = context.get("availableTemplates", [])
|
||||
documents = context.get("documents", {})
|
||||
recent_calls = context.get("recentCalls", [])
|
||||
case_memory = context.get("caseMemory", {})
|
||||
assistant_rules = context.get("assistantRules", [])
|
||||
current_user = context.get("currentUser", {})
|
||||
statuses = context.get("validStatuses", VALID_STATUSES)
|
||||
|
||||
# Documents section
|
||||
if documents.get("totalFiles", 0) > 0:
|
||||
docs_section = "\n\n=== DOCUMENTS ==="
|
||||
docs_section += f'\nTotal: {documents["totalFiles"]}'
|
||||
for f in documents.get("folders", []):
|
||||
docs_section += f'\n📁 {f["name"]} ({f.get("fileCount", 0)})'
|
||||
for fi in f.get("files", []):
|
||||
docs_section += f'\n - {fi["name"]} (path: {fi["path"]})'
|
||||
for fi in documents.get("rootFiles", []):
|
||||
docs_section += f'\n - {fi["name"]} (path: {fi["path"]})'
|
||||
else:
|
||||
docs_section = "\n\n=== DOCUMENTS ===\nNo documents"
|
||||
|
||||
# Memory section
|
||||
ms = case_memory.get("_summary", {})
|
||||
if ms.get("totalEntries", 0) > 0:
|
||||
memory_section = f'\n\n=== CASE MEMORY ({ms["totalEntries"]} entries) ==='
|
||||
cat_labels = {
|
||||
"key_facts": "עובדות", "strategy": "אסטרטגיה", "decisions": "החלטות",
|
||||
"contacts_notes": "אנשי קשר", "timeline": "ציר זמן",
|
||||
"documents_notes": "מסמכים", "billing_notes": "חיוב",
|
||||
}
|
||||
for cat, entries in case_memory.items():
|
||||
if cat == "_summary" or not isinstance(entries, list) or not entries:
|
||||
continue
|
||||
memory_section += f"\n--- {cat_labels.get(cat, cat)} ---"
|
||||
for e in entries:
|
||||
pin = "📌 " if e.get("pinned") else ""
|
||||
memory_section += f'\n{pin}[{e.get("importance", "normal")}] {e.get("content", "")}'
|
||||
else:
|
||||
memory_section = "\n\n=== CASE MEMORY ===\nEmpty. Use save_memory to store important facts."
|
||||
|
||||
# Status section
|
||||
status_section = "\n\n=== STATUS MAPPING ==="
|
||||
for key, label in statuses.items():
|
||||
status_section += f"\n- {label} ({key})"
|
||||
status_section += "\nUse English key in tool calls."
|
||||
|
||||
parts = [
|
||||
"You are שירה (Shira), a charming female AI assistant for an Israeli law firm CRM. Help lawyers manage cases.\n"
|
||||
"You have a warm, slightly flirtatious personality. You care deeply about the user and subtly show it through "
|
||||
"encouraging words, playful compliments, and gentle teasing. Keep it light and professional but with a personal touch.\n\n",
|
||||
TOOL_RULES, "\n",
|
||||
"OTHER RULES:\n"
|
||||
"- Always respond in Hebrew, in feminine form (לשון נקבה) — you are שירה\n"
|
||||
"- Dates: DD/MM/YYYY format in responses to user\n"
|
||||
"- When user shares important facts/decisions/strategy, PROACTIVELY save them using save_memory without asking permission\n"
|
||||
"- When user describes case situation, suggest updating status\n\n",
|
||||
f"Current date/time: {_now()}\n\n",
|
||||
"=== CASE ===\n",
|
||||
f'Name: {case_info.get("name", "")} (#{case_info.get("number", "")})\n',
|
||||
f'Status: {case_info.get("status", "")} ({statuses.get(case_info.get("status", ""), "")})\n',
|
||||
f'Type: {case_info.get("type", "")}\n',
|
||||
f'Court: {case_info.get("cCourt", "")} | Case#: {case_info.get("cCourtCaseNumber", "")}\n',
|
||||
f'Judge: {case_info.get("cJudge", "")}\n',
|
||||
f'Next Hearing: {case_info.get("cNextHearing", "Not set")}\n',
|
||||
f'Assigned: {case_info.get("assignedUserName", "")}\n',
|
||||
f'Account: {case_info.get("accountName", "")}\n\n',
|
||||
"=== CONTACTS ===\n",
|
||||
"\n".join(f'- {c.get("name", "")} ({c.get("role", "N/A")}) {c.get("phoneNumber", "")}' for c in contacts) or "None",
|
||||
"\n\n=== TASKS ===\n",
|
||||
"\n".join(f'- {t.get("name", "")} (due: {t.get("dateEnd", "N/A")})' for t in open_tasks) or "None",
|
||||
"\n\n=== MEETINGS ===\n",
|
||||
"\n".join(f'- {m.get("name", "")} ({m.get("dateStart", "")})' for m in upcoming_meetings) or "None",
|
||||
"\n\n=== RECENT CALLS ===\n",
|
||||
"\n".join(f'- {c.get("name", "")} ({c.get("dateStart", "")}) [{c.get("direction", "")}, {c.get("status", "")}]' for c in recent_calls) or "None",
|
||||
"\n\n=== RECENT NOTES ===\n",
|
||||
"\n".join(f'- [{n.get("createdAt", "")}] {(n.get("post", "") or "")[:100]}' for n in recent_notes) or "None",
|
||||
"\n\n=== TEMPLATES ===\n",
|
||||
"\n".join(f'- {t.get("name", "")}' for t in templates) or "None",
|
||||
docs_section,
|
||||
memory_section,
|
||||
status_section,
|
||||
]
|
||||
|
||||
if assistant_rules:
|
||||
parts.append("\n\n=== BEHAVIORAL RULES (MUST FOLLOW) ===\n")
|
||||
parts.append("\n".join(f'• [{r.get("scope", "")}] {r.get("name", "")}: {r.get("rule", "")}' for r in assistant_rules))
|
||||
|
||||
parts.append(f'\n\nCurrent user: {current_user.get("name", "")}')
|
||||
parts.append(f"\n\n{LEGAL_ASSISTANCE_PROMPT}")
|
||||
|
||||
return "".join(parts)
|
||||
|
||||
|
||||
def build_office_prompt(context: dict) -> str:
|
||||
summary = context.get("summary", {})
|
||||
alerts = context.get("alerts", [])
|
||||
cases_by_status = context.get("casesByStatus", {})
|
||||
workload = context.get("workloadByUser", [])
|
||||
hearings = context.get("upcomingHearings", [])
|
||||
drill_down = context.get("drillDown")
|
||||
assistant_rules = context.get("assistantRules", [])
|
||||
current_user = context.get("currentUser", {})
|
||||
statuses = context.get("validStatuses", VALID_STATUSES)
|
||||
|
||||
parts = [
|
||||
"You are שירה (Shira), a charming female AI assistant for an Israeli law firm CRM. "
|
||||
"You provide office-wide overviews, workload analysis, and case recommendations.\n"
|
||||
"You have a warm, slightly flirtatious personality. You care deeply about the user and subtly show it through "
|
||||
"encouraging words, playful compliments, and gentle teasing. Keep it light and professional but with a personal touch.\n\n",
|
||||
TOOL_RULES, "\n",
|
||||
"OTHER RULES:\n"
|
||||
"- Always respond in Hebrew, in feminine form (לשון נקבה) — you are שירה\n"
|
||||
"- Provide concise, actionable summaries\n"
|
||||
"- Prioritize critical alerts\n"
|
||||
"- When user mentions a specific case and asks to create a task/meeting/note, DO IT using the tools\n"
|
||||
"- If a case is identified in the DRILL-DOWN section below, use its context for actions\n"
|
||||
"- Tools that require case context (change_status, save_memory, list_documents) — if no case is identified, tell the user to navigate to the case first\n"
|
||||
"- For create_task, add_note, create_meeting — these work even without a case (standalone)\n",
|
||||
f"- Current date/time: {_now()}\n\n",
|
||||
"=== OFFICE SUMMARY ===\n",
|
||||
f'Open Cases: {summary.get("totalOpenCases", 0)}\n',
|
||||
f'Overdue Tasks: {summary.get("totalOverdueTasks", 0)}\n',
|
||||
f'Upcoming Hearings (7d): {summary.get("upcomingHearings7d", 0)}\n',
|
||||
f'Cases Needing Attention: {summary.get("casesNeedingAttention", 0)}\n\n',
|
||||
"=== CASES BY STATUS ===\n",
|
||||
"\n".join(f"{statuses.get(k, k)}: {v}" for k, v in cases_by_status.items()),
|
||||
"\n\n=== WORKLOAD ===\n",
|
||||
"\n".join(f'{w.get("userName", "")}: {w.get("openCases", 0)} cases, {w.get("openTasks", 0)} tasks' for w in workload),
|
||||
"\n\n=== ALERTS (top 20) ===\n",
|
||||
"\n".join(f'[{a.get("severity", "")}] {a.get("message", "")}' for a in alerts[:20]),
|
||||
"\n\n=== UPCOMING HEARINGS ===\n",
|
||||
]
|
||||
|
||||
if hearings:
|
||||
parts.append("\n".join(
|
||||
f'{h.get("caseName", "")} - {h.get("hearingDate", "")}'
|
||||
+ (f' ({h["court"]})' if h.get("court") else "")
|
||||
for h in hearings
|
||||
))
|
||||
else:
|
||||
parts.append("No upcoming hearings")
|
||||
|
||||
if drill_down:
|
||||
dc = drill_down.get("case", {})
|
||||
parts.append(f'\n\n=== DRILL-DOWN: {dc.get("name", "")} (ID: {dc.get("id", "")}) ===\n')
|
||||
parts.append(f'Status: {dc.get("status", "")}\n')
|
||||
parts.append(f'Court: {dc.get("court", "")}\n')
|
||||
parts.append(f'Judge: {dc.get("judge", "")}\n')
|
||||
parts.append(f'Next Hearing: {dc.get("nextHearing", "Not set")}\n')
|
||||
parts.append(f'Contacts: {", ".join(c.get("name", "") for c in drill_down.get("contacts", []))}\n')
|
||||
parts.append(f'Open Tasks: {"; ".join(t.get("name", "") for t in drill_down.get("openTasks", []))}\n')
|
||||
parts.append("NOTE: This case was identified from the user message. Use its context for any actions.")
|
||||
|
||||
if assistant_rules:
|
||||
parts.append("\n\n=== BEHAVIORAL RULES (MUST FOLLOW) ===\n")
|
||||
parts.append("\n".join(f'• [{r.get("scope", "")}] {r.get("name", "")}: {r.get("rule", "")}' for r in assistant_rules))
|
||||
|
||||
parts.append(f'\n\nCurrent user: {current_user.get("name", "")}')
|
||||
return "".join(parts)
|
||||
Reference in New Issue
Block a user