Commit Graph

8 Commits

Author SHA1 Message Date
chaim 9edcb58c93 feat(kb): Phase 1 — Israeli National Insurance knowledge base
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>
2026-04-21 14:36:09 +00:00
chaim 84269a8d51 feat: add signature tools for digital signature integration
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>
2026-04-20 11:06:21 +00:00
chaim 51c76c1cf9 feat: Claude Vision OCR fallback for unreadable documents
When the CRM's readDocument returns success:false (scanned PDFs,
image-only DOCX, corrupted files), shira-hermes now:

1. Fetches the raw file bytes via new getDocumentBytes endpoint
2. Sends them to Claude Vision through ai-gateway:
   - Images (PNG/JPG/TIFF/etc): direct vision call
   - PDFs: render each page at 180 DPI via PyMuPDF, vision call per page
   - DOCX: extract images from word/media/, vision call per image

New tool: read_document_ocr (explicit OCR request)
Existing tool read_document auto-falls-back to OCR on extraction failure.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-19 11:37:51 +00:00
chaim 5086fd48b8 fix: list_documents crashes when context.documents is a list
When EspoCRM returns documents as a flat list (legacy shape) instead of
the expected {totalFiles, folders, ...} dict, list_documents crashed with
"list object has no attribute 'get'". Now handles both shapes gracefully.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-19 11:00:23 +00:00
chaim a0c2211399 fix: convert UTC dates to Israel timezone in display and input
EspoCRM stores dates in UTC. Shira was displaying them raw (e.g., 08:00 UTC
instead of 11:00 Israel time) and storing user-provided local times as UTC.

- Add _to_local() in prompt_builder to convert UTC→Asia/Jerusalem for all
  displayed dates (hearings, meetings, calls, tasks, notes)
- Update normalize_date() in _helpers to convert Israel local→UTC before
  sending to EspoCRM

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-14 04:09:43 +00:00
chaim e947bca655 fix: code audit — security, correctness, and robustness fixes
Security:
- Path traversal: validate user_id, case_id, skill_name against safe regex
- Input sanitization in memory.py and skills.py file path construction

Correctness:
- ISR timezone: replace hardcoded UTC+3 with ZoneInfo("Asia/Jerusalem") for DST
- save_rule: use EspoCrmApiError.status_code instead of fragile string matching
- Background tasks: store references to prevent GC before completion
- Lock race: use dict.setdefault() for atomic lock creation
- Version: health.py now matches main.py (0.2.0)
- Skill names: normalized to lowercase for dedup consistency

Build:
- Dockerfile: install from pyproject.toml instead of hardcoded pip list
- Remove unused mcp>=1.0.0 dependency from pyproject.toml

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-13 20:18:01 +00:00
chaim a990f527a2 fix: save_rule falls back to user profile when AssistantRule 404
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>
2026-04-13 20:10:10 +00:00
chaim 6f7b94d6f8 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>
2026-04-13 17:29:35 +00:00