From 6516816a980d7b8e5594a078a0b37d2d44f4f7ac Mon Sep 17 00:00:00 2001
From: Eleazar Resendez <eleazar.resendez@processmaker.com>
Date: Wed, 29 Oct 2025 14:04:46 -0600
Subject: [PATCH 1/3] fix(SmartExtract): adjust non-system task filtering based
 on HITL configuration

---
 ProcessMaker/Traits/TaskControllerIndexMethods.php | 3 ++-
 1 file changed, 2 insertions(+), 1 deletion(-)

diff --git a/ProcessMaker/Traits/TaskControllerIndexMethods.php b/ProcessMaker/Traits/TaskControllerIndexMethods.php
index 0461c94ec1..881605b4da 100644
--- a/ProcessMaker/Traits/TaskControllerIndexMethods.php
+++ b/ProcessMaker/Traits/TaskControllerIndexMethods.php
@@ -154,6 +154,7 @@ private function excludeNonVisibleTasks($query, $request)
     {
         $nonSystem = filter_var($request->input('non_system'), FILTER_VALIDATE_BOOLEAN);
         $allTasks = filter_var($request->input('all_tasks'), FILTER_VALIDATE_BOOLEAN);
+        $hitlEnabled = filter_var(config('smart-extract.hitl_enabled'), FILTER_VALIDATE_BOOLEAN);
         $query->when(!$allTasks, function ($query) {
             $query->where(function ($query) {
                 $query->where('element_type', '=', 'task');
@@ -163,7 +164,7 @@ private function excludeNonVisibleTasks($query, $request)
                 });
             });
         })
-            ->when($nonSystem, function ($query) {
+            ->when($nonSystem && !$hitlEnabled, function ($query) {
                 $query->nonSystem();
             });
     }

From 97b34033a5ee402f4fb26f57f1dbb257b47326ca Mon Sep 17 00:00:00 2001
From: Eleazar Resendez <eleazar.resendez@processmaker.com>
Date: Wed, 29 Oct 2025 14:49:28 -0600
Subject: [PATCH 2/3] refine non-system task filtering based on HITL
 configuration

---
 .../Traits/TaskControllerIndexMethods.php        | 16 ++++++++++++++--
 1 file changed, 14 insertions(+), 2 deletions(-)

diff --git a/ProcessMaker/Traits/TaskControllerIndexMethods.php b/ProcessMaker/Traits/TaskControllerIndexMethods.php
index 881605b4da..8cc3d0ada8 100644
--- a/ProcessMaker/Traits/TaskControllerIndexMethods.php
+++ b/ProcessMaker/Traits/TaskControllerIndexMethods.php
@@ -164,8 +164,20 @@ private function excludeNonVisibleTasks($query, $request)
                 });
             });
         })
-            ->when($nonSystem && !$hitlEnabled, function ($query) {
-                $query->nonSystem();
+            ->when($nonSystem, function ($query) use ($hitlEnabled) {
+                if (!$hitlEnabled) {
+                    $query->nonSystem();
+
+                    return;
+                }
+
+                $query->where(function ($query) {
+                    $query->nonSystem();
+                    $query->orWhere(function ($query) {
+                        $query->where('element_type', '=', 'task');
+                        $query->where('element_name', '=', 'Manual Document Review');
+                    });
+                });
             });
     }
 

From c0bb4b633686cbc242cb196a7f9adb873b725cbb Mon Sep 17 00:00:00 2001
From: Eleazar Resendez <eleazar.resendez@processmaker.com>
Date: Wed, 29 Oct 2025 15:02:16 -0600
Subject: [PATCH 3/3] add mergeHitlCaseNumber method to handle case number
 retrieval from parent request

---
 ProcessMaker/Http/Resources/Task.php        | 26 ++++++++++++++++++++-
 resources/js/tasks/components/TasksList.vue |  2 +-
 2 files changed, 26 insertions(+), 2 deletions(-)

diff --git a/ProcessMaker/Http/Resources/Task.php b/ProcessMaker/Http/Resources/Task.php
index cde9101604..fe19ce85b5 100644
--- a/ProcessMaker/Http/Resources/Task.php
+++ b/ProcessMaker/Http/Resources/Task.php
@@ -74,6 +74,8 @@ public function toArray($request)
 
         $this->addAssignableUsers($array, $include);
 
+        $this->mergeHitlCaseNumber($array);
+
         return $array;
     }
 
@@ -114,6 +116,28 @@ private function addAssignableUsers(&$array, $include)
         }
     }
 
+    private function mergeHitlCaseNumber(array &$array): void
+    {
+        if (!config('smart-extract.hitl_enabled')) {
+            return;
+        }
+
+        if (!empty(data_get($array, 'process_request.case_number'))) {
+            return;
+        }
+
+        $this->processRequest->loadMissing('parentRequest');
+        $parentCaseNumber = $this->processRequest->parentRequest?->case_number;
+        if (!$parentCaseNumber) {
+            return;
+        }
+
+        data_set($array, 'process_request.case_number', $parentCaseNumber);
+        if (empty($array['case_number'])) {
+            $array['case_number'] = $parentCaseNumber;
+        }
+    }
+
     /**
      * Add the active users to the list of assigned users
      *
@@ -131,7 +155,7 @@ private function addActiveAssignedUsers(array $users, array $assignedUsers)
                 ->whereNotIn('status', Process::NOT_ASSIGNABLE_USER_STATUS)
                 ->whereIn('id', $chunk)
                 ->pluck('id')->toArray();
-            $assignedUsers = array_merge($assignedUsers,$activeUsers);
+            $assignedUsers = array_merge($assignedUsers, $activeUsers);
         }
 
         return $assignedUsers;
diff --git a/resources/js/tasks/components/TasksList.vue b/resources/js/tasks/components/TasksList.vue
index 340b746566..aae5f56de2 100644
--- a/resources/js/tasks/components/TasksList.vue
+++ b/resources/js/tasks/components/TasksList.vue
@@ -496,7 +496,7 @@ export default {
       return `
       <a href="${this.openTask(record, 1)}"
          class="text-nowrap">
-         # ${processRequest.case_number || record.case_number}
+         # ${processRequest.case_number || record.case_number || ""}
       </a>`;
     },
     formatCaseTitle(processRequest, record) {