Shira now supplies a subject, never a filename or numbering. The TEMPLATE / FREE-DOC
/ FOLDER guidance in prompt_builder instructs the model to pass title / documentSubject
as a short Hebrew subject (no date, case number, contact, extension or path separators),
and to keep the final filename of write_document_to_folder clean. Server-side enforcement
lives in SmartAssistant CaseFolderManager (rule N1).
Refs Task Master #10
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Three independent bugs combined to make Shira fabricate the content of
case-46-Friedman's appeal in production (CTS case rewritten as a knee
injury, wrong dates, wrong court file number, wrong %-of-disability —
written into save_memory/Task/Meeting on prod).
* api/services/ocr.py — ocr_docx_images now reads word/document.xml first
(text content), then OCRs embedded images. Previously it only OCR'd the
word/media/* images, so a text-heavy DOCX with one signature image
returned only "[signature]" to the LLM. Verified against the same
Friedman appeal: 16633 chars / 80 paragraphs / 0 XML noise.
* mcp_server/tools/document_tools.py — _ocr_fallback now refuses to wrap
an empty/signature-only OCR result as success. If <80 useful chars or
just "[signature]", returns an explicit failure that instructs the LLM
not to describe / summarize the document.
* api/services/prompt_builder.py — TOOL_RULES adds the absolute rule
"DOCUMENT FAITHFULNESS": never quote a document not literally in the
tool result for THIS turn; never infer content from a file name; treat
dates and case numbers as especially dangerous to invent.
Refs Task Master #5, #6, #7
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds the Python side of the SmartAssistant 2.9 release. Each tool maps to
either a new EspoCRM action or a generic CRM endpoint.
Document creation:
- create_document: free-form RTL DOCX with markdown body; calls
SmartAssistant/action/createDocument.
Folder management (all sandboxed to the current case's root):
- write_document_to_folder: raw upload to a path inside the case folder.
- create_subfolder: mkdir with recursive parent creation.
- rename_item / move_item: rename/move files and folders.
- mark_document_for_deletion: soft-delete — moves the file to
"מסמכים למחיקה/" with a "למחיקה - " prefix. Shira is explicitly told
she has NO physical-delete permission.
CRM gaps:
- update_case_fields: allow-listed PUT on Case (judge, court, caseType,
practiceArea, opposingParty, status, priority, etc.).
- search_entities: generic GET with EspoCRM where[] params across
Case/Contact/Account/Document/Task. Wildcard "*" maps to LIKE.
- draft_email: POST Email with status="Draft", linked to the current case.
prompt_builder additions:
- FREE DOCUMENT CREATION: don't say "I can't" — call create_document.
- FOLDER MANAGEMENT: full read/write inside the case folder only.
- FILE DELETION: always mark_document_for_deletion; never claim a physical
delete.
Pairs with SmartAssistant extension release that adds FreeDocumentGenerator,
CaseFolderManager, and 6 controller actions.
Refs Task Master #4
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Extends scripts/fetch_national_insurance_law.py with a --regulations mode
that pulls all canonical (non-redirect) תקנות הביטוח הלאומי pages from the
MediaWiki API and writes <slug>.txt + <slug>.txt.meta.json pairs ready for
the existing scan-inbox cron.
Used to seed the live insurance KB with 92 regulations (~1,500 chunks,
~22MB Postgres) on dev. Wikisource's redirect graph dedups spelling
variants (קיצבה/קצבה, etc.) for free.
Bumps version to 0.2.0.
Refs Task Master #3
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two minimal additions for the upcoming v0.1.11 client work:
- /kb/search hits now include chunk_index, so the client can call
/source/{id}/chunks?around=N&ctx=K to fetch the matched chunk plus K
chunks before/after as context. Required by the new search-preview
layout for text sources, which until now duplicated the matched chunk
in both panes.
- /source/{id}/chunks accepts around (chunk_index) + ctx (window radius
clamped to 0..10). When around is given, returns only the windowed
range; otherwise unchanged (returns all chunks of the source).
Refs Task Master #1
Adds a searchable KB for חוק הביטוח הלאומי, תקנות הביטוח הלאומי, and חוזרי
הביטוח הלאומי. Hybrid search (pgvector cosine + tsvector/trgm) fused with
Reciprocal Rank Fusion, exposed to Shira as the `search_insurance_kb` tool.
- api/services/kb/: asyncpg pool, Voyage voyage-multilingual-2 client,
per-kind chunker (statute-by-section / circular header-aware), ingest
pipeline with supersession (old source → superseded_by), hybrid search.
- api/routes/admin_kb.py: POST /admin/kb/ingest (multipart), GET /admin/kb/stats.
- mcp_server/tools/legal_kb_tools.py: `search_insurance_kb` registered under
the `legal` toolset.
- pyproject.toml: +asyncpg, +python-docx, +boto3, +python-multipart.
Infra (external): pgvector/pgvector:pg16 on the shared PG, insurance_kb DB
with hnsw + gin indexes, MinIO bucket insurance-kb, KB_DATABASE_URL in
Infisical /espocrm, VOYAGE_API_KEY/VOYAGE_MODEL/KB_DATABASE_URL on the
shira-hermes Coolify app.
Refs Task Master #2
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
chaim