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fix: save_rule falls back to user profile when AssistantRule 404

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The AssistantRule entity may not exist on some CRM instances. When save_rule
gets a 404, it now falls back to saving the rule in the local user profile
(update_user_profile). Also improved update_user_profile description so
Shira is more likely to use it for user preferences.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Chaim Marcus
2026-04-13 20:10:10 +00:00
parent 4aad81e11e
commit a990f527a2
2 changed files with 10 additions and 2 deletions
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api/services/memory.py
+4 -2
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@@ -186,8 +186,10 @@ def register_memory_tools(tools: dict, case_id: str | None, user_id: str | None)
tools["update_user_profile"] = {
"description": (
"Manage the lawyer's personal profile — preferences, communication style, common case types. "
"This persists across conversations. Use proactively when you learn about the user's preferences."
"Manage the lawyer's personal profile — preferences, rules, communication style, common case types. "
"This persists across conversations. Use proactively when you learn about the user's preferences. "
"Also use this when the user says 'from now on always...', 'I prefer...', 'remember that I...' — "
"save their preference here so you remember it in future conversations."
),
"parameters": {
"type": "object",