Adds a MinIO-backed ingest flow: upload to s3://insurance-kb/inbox/<kind>/
via MinIO Console or any S3 client, then POST /admin/kb/scan-inbox to
process all pending files. Successful ingests move to processed/<kind>/,
failures move to failed/<kind>/ with the error stored as S3 metadata.
- api/services/kb/s3.py: boto3 client, list_inbox/fetch/move helpers.
- api/routes/admin_kb.py: GET /admin/kb/inbox, POST /admin/kb/scan-inbox.
- The kind is derived from the folder path; title/identifier default to
the filename stem and can be refined by re-ingesting with metadata.
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>
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>
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>
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>
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>
EspoCRM may send documents as a list instead of a dict with
totalFiles. Convert list to dict format to avoid AttributeError.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Logs the first 8 chars of expected vs provided API key on 401
to diagnose auth issues from EspoCRM.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
chaim