chaim
90c60f45e6
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>
63 lines
4.3 KiB
JSON
63 lines
4.3 KiB
JSON
{
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"master": {
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"tasks": [
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{
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"id": "1",
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"title": "Discovery tools + medical_case_analysis skill",
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"description": "Add browse_folder/find_case_folder/set_case_folder_path tools, enrich list_documents with diagnostic, update prompt rules, and add medical_case_analysis skill.",
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"details": "",
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"testStrategy": "",
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"status": "in-progress",
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"dependencies": [],
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"priority": "medium",
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"subtasks": [],
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"updatedAt": "2026-04-19T06:11:18.162Z"
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},
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{
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"id": "2",
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"title": "feat(kb): Phase 1 — Israeli National Insurance KB",
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"description": "Phase 1 of the Israeli National Insurance knowledge base. Create insurance_kb database on the shared PostgreSQL instance with pgvector and pg_trgm extensions. Schema: kb_source (law/regulation/circular + supersession) and kb_chunk (content, heading_path, section_ref, tsvector, vector(1024) with HNSW cosine index). Create MinIO bucket insurance-kb. Add KB module to shira-hermes: config, asyncpg pool, Voyage client, parse+chunk+embed pipeline, hybrid search with RRF, search_insurance_kb tool (registered in mcp_server), POST /admin/kb/ingest, GET /admin/kb/stats. Store KB_DATABASE_URL in Infisical /espocrm. Validate end-to-end by ingesting 2-3 sample circulars and issuing a semantic query via the tool.",
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"details": "See plan in conversation on 2026-04-21. Chunking strategy differs per kind: laws/regulations split by section; circulars split header-aware ~600 tokens with 80 overlap. Supersession: soft (superseded_by FK) not delete. Dependencies to add: asyncpg, voyageai (or REST via httpx), python-docx. Voyage model: voyage-multilingual-2, dim=1024, input_type=document for ingest / query for search.",
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"testStrategy": "Manual: upload 2-3 sample PDF circulars via POST /admin/kb/ingest, verify kb_source + kb_chunk rows, verify embedding column non-null, call search_insurance_kb with a Hebrew query and confirm top-k results cite the right section_ref.",
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"status": "in-progress",
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"dependencies": [],
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"priority": "high",
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"subtasks": [],
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"updatedAt": "2026-04-21T00:00:00.000Z"
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},
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{
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"id": "3",
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"title": "Add תקנות הביטוח הלאומי (~100 regulations) from Wikisource to KB",
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"description": "Extend scripts/fetch_national_insurance_law.py to bulk-fetch ~100 regulation pages from Hebrew Wikisource via MediaWiki API. Output text + sidecar JSON pairs to /tmp/regulations/. Upload to MinIO inbox/regulation/ for the existing scan-inbox cron to embed via Voyage. Estimated 30-40MB Postgres growth, ~$0.36 embedding cost. Sample 3 first (small/medium/large), verify chunker output, then bulk.",
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"details": "",
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"testStrategy": "",
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"status": "done",
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"dependencies": [],
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"priority": "high",
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"subtasks": [],
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"updatedAt": "2026-04-25T20:39:11.905Z"
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},
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{
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"id": "4",
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"title": "Add 9 tools: create_document, write/create/rename/move folder ops, mark_document_for_deletion, update_case_fields, search_entities, draft_email",
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"description": "Expose new EspoCRM SmartAssistant actions through Python tools and update prompt_builder with new behavioral rules.",
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"details": "Tools added in mcp_server/tools/document_tools.py: create_document, write_document_to_folder, create_subfolder, rename_item, move_item, mark_document_for_deletion. Tools added in mcp_server/tools/crm_tools.py: update_case_fields, search_entities, draft_email. Prompt updates in api/services/prompt_builder.py: FREE DOCUMENT CREATION rule, FOLDER MANAGEMENT rule, FILE DELETION rule (always mark_document_for_deletion). Pairs with SmartAssistant extension release that adds FreeDocumentGenerator + CaseFolderManager + 6 controller actions.",
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"testStrategy": "End-to-end test in EspoCRM dev: ask Shira to draft a letter, create/rename/move folders, mark for deletion, update case fields, search entities, draft email.",
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"priority": "medium",
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"status": "in-progress",
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"dependencies": [],
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"subtasks": [],
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"updatedAt": "2026-05-14T12:39:55.190Z"
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}
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],
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"metadata": {
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"version": "1.0.0",
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"lastModified": "2026-05-14T12:39:55.190Z",
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"taskCount": 4,
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"completedCount": 1,
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"tags": [
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"master"
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]
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}
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}
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} |