chaim
a990f527a2
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>
361 lines
15 KiB
Python
361 lines
15 KiB
Python
"""Core CRM tools: tasks, notes, meetings, calls, status, hearings, queries, deletions, rules."""
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from __future__ import annotations
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from typing import TYPE_CHECKING
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if TYPE_CHECKING:
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from mcp_server.espocrm_client import EspoCrmClient
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from mcp_server.tools._helpers import normalize_date, ok, fail
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VALID_STATUSES = {
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"New": "חדש",
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"Assigned": "בטיפול",
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"Pending": "ממתין",
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"PendingHearing": "ממתין לדיון",
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"PendingDecision": "ממתין להחלטה",
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"PendingResponse": "ממתין לתשובה",
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"Negotiation": "משא ומתן",
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"Suspended": "מושהה",
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"ClosedSettlement": "סגור - הסכם",
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"ClosedJudgment": "סגור - פס״ד",
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"Closed": "סגור",
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"Rejected": "נדחה",
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}
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STATUS_KEYS = list(VALID_STATUSES.keys())
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def register_crm_tools(
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tools: dict,
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crm: "EspoCrmClient",
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case_id: str | None,
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user_id: str | None,
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context: dict,
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):
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"""Register all core CRM tools into the tools dict."""
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async def create_task(name: str, dateEnd: str = "", priority: str = "Normal", description: str = "") -> str:
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try:
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body = {
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"name": name,
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"status": "Not Started",
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"priority": priority,
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"dateEnd": normalize_date(dateEnd) if dateEnd else None,
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"description": description or None,
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"assignedUserId": user_id,
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}
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if case_id:
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body["parentType"] = "Case"
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body["parentId"] = case_id
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result = await crm.post("Task", body)
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return ok(f'משימה "{name}" נוצרה בהצלחה (ID: {result["id"]})')
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except Exception as e:
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return fail(f"שגיאה ביצירת משימה: {e}")
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async def add_note(post: str) -> str:
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try:
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body = {"type": "Post", "post": post}
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if case_id:
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body["parentType"] = "Case"
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body["parentId"] = case_id
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result = await crm.post("Note", body)
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return ok(f'הערה נוספה בהצלחה (ID: {result["id"]})')
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except Exception as e:
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return fail(f"שגיאה בהוספת הערה: {e}")
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async def change_status(status: str) -> str:
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if not case_id:
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return fail("צריך להיות בתוך תיק כדי לשנות סטטוס")
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try:
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await crm.put(f"Case/{case_id}", {"status": status})
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label = VALID_STATUSES.get(status, status)
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return ok(f'סטטוס שונה ל-"{label}"')
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except Exception as e:
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return fail(f"שגיאה בשינוי סטטוס: {e}")
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async def create_meeting(name: str, dateStart: str, dateEnd: str = "", description: str = "") -> str:
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try:
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start = normalize_date(dateStart)
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body = {
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"name": name,
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"status": "Planned",
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"dateStart": start,
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"dateEnd": normalize_date(dateEnd) if dateEnd else start,
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"description": description or None,
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"assignedUserId": user_id,
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}
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if case_id:
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body["parentType"] = "Case"
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body["parentId"] = case_id
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result = await crm.post("Meeting", body)
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return ok(f'פגישה "{name}" נקבעה בהצלחה (ID: {result["id"]})')
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except Exception as e:
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return fail(f"שגיאה ביצירת פגישה: {e}")
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async def create_call(
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name: str,
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dateStart: str = "",
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dateEnd: str = "",
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description: str = "",
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direction: str = "Outbound",
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status: str = "Held",
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) -> str:
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try:
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start = normalize_date(dateStart) if dateStart else None
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body = {
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"name": name,
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"status": status,
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"direction": direction,
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"dateStart": start,
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"dateEnd": normalize_date(dateEnd) if dateEnd else start,
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"description": description or None,
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"assignedUserId": user_id,
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}
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if case_id:
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body["parentType"] = "Case"
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body["parentId"] = case_id
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result = await crm.post("Call", body)
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return ok(f'שיחה "{name}" תועדה בהצלחה (ID: {result["id"]})')
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except Exception as e:
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return fail(f"שגיאה בתיעוד שיחה: {e}")
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async def schedule_hearing(dateTime: str, court: str = "", description: str = "") -> str:
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if not case_id:
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return fail("צריך להיות בתוך תיק כדי לתזמן דיון")
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try:
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dt = normalize_date(dateTime)
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await crm.put(f"Case/{case_id}", {"cNextHearing": dt})
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meeting_name = description or "דיון בבית המשפט"
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if court:
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meeting_name += f" - {court}"
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body = {
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"name": meeting_name,
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"status": "Planned",
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"dateStart": dt,
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"dateEnd": dt,
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"parentType": "Case",
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"parentId": case_id,
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"assignedUserId": user_id,
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}
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result = await crm.post("Meeting", body)
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return ok(f"דיון נקבע ל-{dt} (ID: {result['id']})")
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except Exception as e:
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return fail(f"שגיאה בתזמון דיון: {e}")
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async def query_info(query_type: str) -> str:
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import json
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case_info = context.get("case", {})
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if query_type == "status":
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return ok(json.dumps({
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"status": VALID_STATUSES.get(case_info.get("status"), case_info.get("status")),
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"court": case_info.get("cCourt"),
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"judge": case_info.get("cJudge"),
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"nextHearing": case_info.get("cNextHearing"),
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}))
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if query_type == "open_tasks":
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return ok(json.dumps({"tasks": context.get("openTasks", [])}))
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if query_type == "contacts":
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return ok(json.dumps({"contacts": context.get("contacts", [])}))
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if query_type in ("summary", "alerts", "workload", "hearings"):
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return ok(json.dumps({"summary": context.get("summary", {})}))
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return ok(json.dumps({"case": case_info}))
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async def delete_entity(entity_type: str, entityId: str) -> str:
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type_labels = {"Task": "משימה", "Meeting": "פגישה", "Call": "שיחה", "Note": "הערה"}
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label = type_labels.get(entity_type, entity_type)
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try:
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if entity_type != "Note":
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entity = await crm.get(f"{entity_type}/{entityId}")
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name = entity.get("name", entityId)
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else:
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name = entityId
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await crm.delete(f"{entity_type}/{entityId}")
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return ok(f'{label} "{name}" נמחקה בהצלחה')
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except Exception as e:
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return fail(f"שגיאה במחיקת {label}: {e}")
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async def save_memory(category: str, content: str, importance: str = "normal") -> str:
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if not case_id:
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return fail("צריך להיות בתוך תיק כדי לשמור בזיכרון")
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try:
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await crm.post("Note", {
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"type": "Post",
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"post": f"🧠 {category}: {content}",
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"parentType": "Case",
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"parentId": case_id,
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})
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return ok(f'נשמר בזיכרון: "{content[:60]}"')
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except Exception as e:
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return fail(f"שגיאה בשמירת זיכרון: {e}")
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async def save_rule(name: str, rule: str, scope: str = "global") -> str:
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# Try CRM first, fall back to local user profile if entity doesn't exist
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try:
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result = await crm.post("AssistantRule", {
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"name": name,
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"rule": rule,
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"scope": scope,
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"isActive": True,
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})
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return ok(f'כלל חדש נשמר: "{name}" (ID: {result["id"]})')
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except Exception as e:
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if "404" in str(e) and user_id:
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# AssistantRule entity not available — save to user profile instead
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from api.services.memory import update_user_profile
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entry = f"כלל [{scope}] {name}: {rule}"
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return await update_user_profile(user_id, "add", entry)
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return fail(f"שגיאה בשמירת כלל: {e}")
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# Register all tools
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tools["create_task"] = {
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"description": "Create a task in the CRM. Links to case if case context is available.",
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"parameters": {
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"type": "object",
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"properties": {
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"name": {"type": "string", "description": "Task name"},
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"dateEnd": {"type": "string", "description": "Due date — any format (YYYY-MM-DD, DD/MM/YYYY)"},
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"priority": {"type": "string", "enum": ["Urgent", "High", "Normal", "Low"], "description": "Priority level"},
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"description": {"type": "string", "description": "Task description"},
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},
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"required": ["name"],
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},
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"handler": create_task,
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}
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tools["add_note"] = {
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"description": "Add a note/comment to the case stream or as standalone.",
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"parameters": {
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"type": "object",
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"properties": {
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"post": {"type": "string", "description": "Note content"},
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},
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"required": ["post"],
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},
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"handler": add_note,
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}
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tools["change_status"] = {
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"description": "Change case status. Only works when viewing a specific case.",
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"parameters": {
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"type": "object",
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"properties": {
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"status": {"type": "string", "enum": STATUS_KEYS, "description": "New status (English key)"},
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},
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"required": ["status"],
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},
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"handler": change_status,
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}
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tools["create_meeting"] = {
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"description": "Schedule a meeting. Links to case if available.",
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"parameters": {
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"type": "object",
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"properties": {
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"name": {"type": "string", "description": "Meeting name"},
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"dateStart": {"type": "string", "description": "Start date — any format (YYYY-MM-DD HH:mm, DD/MM/YYYY)"},
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"dateEnd": {"type": "string", "description": "End date"},
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"description": {"type": "string", "description": "Meeting description"},
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},
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"required": ["name", "dateStart"],
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},
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"handler": create_meeting,
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}
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tools["create_call"] = {
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"description": "Record a phone call. Use when user reports they spoke/talked/called someone (שוחחתי, דיברתי, התקשרתי). Do NOT use create_meeting for phone calls.",
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"parameters": {
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"type": "object",
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"properties": {
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"name": {"type": "string", "description": 'Call subject (e.g. "שיחה עם לקוחה אדל")'},
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"dateStart": {"type": "string", "description": "Call date — any format"},
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"dateEnd": {"type": "string", "description": "End time"},
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"description": {"type": "string", "description": "Call summary / notes"},
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"direction": {"type": "string", "enum": ["Outbound", "Inbound"], "description": "Call direction"},
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"status": {"type": "string", "enum": ["Planned", "Held", "Not Held"], "description": "Call status"},
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},
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"required": ["name"],
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},
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"handler": create_call,
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}
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tools["schedule_hearing"] = {
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"description": "Schedule a court hearing. Updates case next hearing date and creates a meeting.",
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"parameters": {
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"type": "object",
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"properties": {
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"dateTime": {"type": "string", "description": "Hearing date — any format (YYYY-MM-DD HH:mm, DD/MM/YYYY)"},
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"court": {"type": "string", "description": "Court name"},
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"description": {"type": "string", "description": "Hearing description"},
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},
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"required": ["dateTime"],
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},
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"handler": schedule_hearing,
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}
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tools["query_info"] = {
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"description": "Query case or office information from context.",
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"parameters": {
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"type": "object",
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"properties": {
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"query_type": {
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"type": "string",
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"enum": ["status", "next_hearing", "open_tasks", "contacts", "general", "summary", "alerts", "workload", "hearings"],
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},
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},
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"required": ["query_type"],
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},
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"handler": query_info,
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}
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# Delete tools
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for entity_type, tool_name, desc in [
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("Task", "delete_task", "Delete a task by ID."),
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("Meeting", "delete_meeting", "Delete a meeting by ID."),
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("Call", "delete_call", "Delete a call record by ID."),
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("Note", "delete_note", "Delete a note/comment by ID."),
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]:
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et = entity_type
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async def _delete(entityId: str, _et=et) -> str:
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return await delete_entity(_et, entityId)
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tools[tool_name] = {
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"description": desc,
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"parameters": {
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"type": "object",
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"properties": {"entityId": {"type": "string", "description": f"The {entity_type.lower()} ID to delete"}},
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"required": ["entityId"],
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},
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"handler": _delete,
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}
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tools["save_memory"] = {
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"description": "Save an important fact, decision, or strategy to the case memory. Use PROACTIVELY when user shares key info.",
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"parameters": {
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"type": "object",
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"properties": {
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"category": {"type": "string", "enum": ["key_facts", "strategy", "decisions", "contacts_notes", "timeline", "documents_notes", "billing_notes"]},
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"content": {"type": "string", "description": "The information to remember"},
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"importance": {"type": "string", "enum": ["low", "normal", "high", "critical"]},
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},
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"required": ["category", "content"],
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},
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"handler": save_memory,
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}
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tools["save_rule"] = {
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"description": 'Save a behavioral rule that Shira should follow in all future conversations. Use when user says "from now on always...", "whenever I say X do Y", etc.',
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"parameters": {
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"type": "object",
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"properties": {
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"name": {"type": "string", "description": "Short rule name"},
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"rule": {"type": "string", "description": "The full rule text"},
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"scope": {"type": "string", "enum": ["global", "case", "office"], "description": "Rule scope"},
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},
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"required": ["name", "rule"],
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},
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"handler": save_rule,
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}
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