espocrm-extensions/shira-hermes
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Author SHA1 Message Date
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 40877d83d2 fix: add hatch build config for pip install from pyproject.toml 
Hatchling couldn't find the package directory (expected shira_hermes/).
Added [tool.hatch.build.targets.wheel] packages to include api/ and
mcp_server/ directories.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-13 20:23:02 +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 4aad81e11e feat: add skills, memory, delegation and self-learning (Phase 3) 
Add three Hermes-inspired capabilities to Shira:

- Skills system: firm-wide workflow templates (list/view/manage tools),
  4 pre-seeded skills (case summary, hearing prep, direct access report,
  deadline tracker), auto-learning via post-conversation meta-prompt
- Cross-conversation memory: per-lawyer profiles and per-case memory
  stored as bounded markdown files, injected into system prompts
- Sub-agent delegation: spawn up to 3 child AgentRunner instances for
  parallel document analysis and complex multi-step tasks

New files: skills.py, memory.py, delegate.py, learner.py, 4 SKILL.md
Updated: agent_runner (6 new tools, depth/blocked_tools support),
prompt_builder (skills/memory injection), route (memory loading,
background learning), main.py (data dirs), Dockerfile (pyyaml, skills)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-13 19:33:57 +00:00
chaim 4c491ce45a fix: handle documents as list or dict in prompt builder 
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>
 2026-04-13 18:18:44 +00:00
chaim 4dc25d08a3 debug: add auth mismatch logging 
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>
 2026-04-13 18:09:49 +00:00
chaim 9b0fb35b40 fix: add curl for Coolify health checks 
python:3.13-slim doesn't include curl or wget, which Coolify
needs for HTTP health checks.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-13 17:36:26 +00:00
chaim febdebf3dd fix: install dependencies directly instead of building package 
Hatchling couldn't find the package directory. Since we run the app
directly with uvicorn (not as an installed library), install deps
explicitly in Dockerfile.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-04-13 17:35:26 +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