Wraps the tool-calling loop in asyncio.wait_for so long-running tasks
(e.g. consultation summary generation) return a clean Hebrew message
instead of being abruptly cut when PHP closes the connection at 600s.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Adds two new tool categories — billing (10 tools) and legal_aid (6 tools)
— so Shira can drive the full Green Invoice flow: list unbilled activities,
manage charges (approve/cancel/calculate), build draft invoices from
activities, sync to Green Invoice, plus the legal-aid sub-flow (proforma,
mark-submitted, monthly 320 wrap-up, prepare-email, resubmit rejected).
Wires both registrars into agent_runner with allowed_toolsets gating, and
extends TOOL_RULES so Shira (a) shows draft totals before creating, (b)
treats send_invoice_to_green_invoice as irreversible and demands explicit
confirmation, and (c) never marks a legal-aid proforma as submitted
without an explicit request number from the user.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase 1 of the multi-domain refactor. Adds a kb_topic table seeded with
the existing 'ביטוח לאומי' domain (id=1) and pins all 6 existing
kb_source rows to it, so search/ask can be scoped per domain without
disturbing the current single-topic UX.
- scripts/migrations/001_topics.sql: idempotent migration. Creates
kb_topic, seeds national-insurance with the system_prompt_addendum
copied verbatim from kb_public.py's hardcoded text, adds nullable
kb_source.topic_id, backfills it to 1, then SET NOT NULL. GRANTs to
shira_kb mirror its existing kb_source privileges. Wrapped in BEGIN
/COMMIT with a sanity-check that raises if the backfill is incomplete.
- api/services/kb/topics.py: list_topics / get_topic / resolve_topic_id.
resolve_topic_id raises ValueError on unknown ids so the route layer
can return 400 instead of silently mixing domains.
- api/services/kb/search.py: search() + _retrieve_rrf accept topic_id;
the SQL adds AND s.topic_id = $N when present. _expand_query is
parametrized by topic name (was hardcoded "הביטוח הלאומי").
- api/routes/kb_public.py: new GET /kb/topics. /kb/search /kb/sources
/kb/ask /kb/ask/stream all accept topic_id and call resolve_topic_id.
_build_ask_runner_context loads system_prompt_addendum from the DB
instead of the hardcoded insurance string.
- mcp_server/tools/legal_kb_tools.py: tool renamed
search_insurance_kb → search_legal_kb, takes topic_id at registration
so each conversation is pinned to its caller-chosen domain. Tool
description interpolates the topic name.
- api/services/agent_runner.py: kb_topic_id + kb_topic_name flow
through to register_legal_kb_tools. Hebrew progress labels updated.
Refs Task Master #12 (espocrm-extensions/KnowledgeBase).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Adds POST /kb/ask/stream that returns text/event-stream. The agent
runs in a fire-and-forget task; an on_event callback wired into
AgentRunner.run pushes {type, label, ...} events into an asyncio.Queue,
and the response generator consumes them as SSE data: lines.
Event types and Hebrew labels:
- thinking — before each LLM call ("קוראת את השאלה" / "ממשיכה לחקור")
- tool_start — before each tool. For search_insurance_kb the label
includes the actual query string Shira chose, so the user can see
WHAT she's searching for ("מחפשת בבסיס הידע: '...'"). Other tools
fall back to a generic Hebrew label keyed off the function name.
- tool_done / tool_error — after each tool. For search_insurance_kb
the label echoes the first non-empty line of the tool result (which
the legal_kb tool formats as "## נמצאו N קטעים").
- writing — when the model returns text without tool calls.
- answer — final event with {text, sources, conversationId}, mirrors
the non-streaming /kb/ask response shape.
- error — runner exception; client should close the EventSource.
Heartbeats: when the queue is idle for >15s the generator yields a
": keep-alive" comment line (ignored by EventSource) so any proxy in
the path doesn't drop the connection during long agent thinks.
The original POST /kb/ask is unchanged — the streaming endpoint is
additive. Both share _build_ask_runner_context + _build_ask_messages
helpers extracted from the original handler.
Refs Task Master #1
To let the browse/ask UIs jump straight to the right PDF page:
- ingest.py: embed \x00KB_PAGE:<N>\x00 sentinels at the start of each
PDF page during _parse_pdf.
- chunker.py: _strip_page_markers removes the sentinels and records the
first page seen per chunk as page_number. Chunk dataclass + _as_dicts
propagate page_number through both chunk_statute and chunk_circular.
- ingest.py INSERT: new kb_chunk.page_number column (DB migration
applied manually).
- search.py SQL: SELECT c.page_number + s.id + s.original_path so the
rerank results carry them forward.
- legal_kb_tools.py: register_legal_kb_tools(sources_used=list) — the
tool appends {source_id, title, kind, identifier, heading_path,
section_ref, page_number, original_path} for each hit, deduped by
(source_id, page_number).
- agent_runner.py: new kb_sources_used kwarg threads the list through
to the tool registration.
- kb_public.py /kb/ask: collects sources_used during the run, filters
to PDF-only sources, and returns them alongside text.
Chunks stored before this change have page_number = NULL; PDFs need to
be re-ingested to populate them. The TXT law source is unaffected.
Refs Task Master #2
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Adds 4 Python tool registrations that call EspoCRM's SmartAssistant
executeTool endpoint with the DigitalSignature plugin tools:
- send_for_signature — send document for signing with auto-resolved signers
- check_signature_status — query status of signature requests
- remind_signers — send WhatsApp reminders to pending signers
- list_pending_signatures — show all awaiting signature requests
Tools are registered under the "signature" toolset, enabled by default.
Requires DigitalSignature extension v2.0.0+ on the EspoCRM side.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
chaim