From a148e0f99ea5699d13124040ebbbeaf98497c139 Mon Sep 17 00:00:00 2001
From: Chaim Marcus <chaim@marcus-law.co.il>
Date: Mon, 23 Mar 2026 14:38:49 +0000
Subject: [PATCH] =?UTF-8?q?feat:=20initial=20SmartAssistant=20module=20?=
 =?UTF-8?q?=E2=80=94=20unified=20AI=20assistant=20with=20case=20memory?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

Merges CrmAssistant + OfficeAssistant into a single module with:
- Floating chat (FAB) with auto office/case mode detection
- CaseMemory entity for persistent per-case knowledge
- save_memory AI tool for proactive memory saving
- Auto-extraction hooks (status changes, hearings)
- AlertCalculator for office-level alerts
- Full conversation persistence via ConversationRepository
- RTL/Hebrew support throughout (fa_IR)

47 files, 0 dependencies on old modules.
---
 build.sh                                      |  11 +
 .../views/case/modals/add-memory.js           |  96 +++
 .../views/dashlets/options/smart-assistant.js |  20 +
 .../views/dashlets/smart-assistant.js         |  72 +++
 .../smart-assistant/views/floating-chat.js    | 612 ++++++++++++++++++
 .../smart-assistant/views/site/navbar.js      |  32 +
 .../views/stream/notes/smart-action.js        |  45 ++
 .../views/stream/notes/smart-request.js       |  15 +
 .../views/stream/notes/smart-response.js      |  32 +
 .../FileStorage/FileStorageFactory.php        |  54 ++
 .../FileStorage/FileStorageInterface.php      |  12 +
 .../FileStorage/NextCloudFileStorage.php      |  21 +
 .../Classes/FileStorage/WebDavFileStorage.php | 234 +++++++
 .../Controllers/SmartAssistant.php            | 167 +++++
 .../Hooks/Case/CaseFieldChangeMemory.php      |  74 +++
 .../Hooks/Meeting/HearingScheduledMemory.php  |  44 ++
 .../Resources/i18n/en_US/Case.json            |   5 +
 .../Resources/i18n/en_US/CaseMemory.json      |  49 ++
 .../Resources/i18n/en_US/Global.json          |  10 +
 .../Resources/i18n/en_US/Integration.json     |  11 +
 .../Resources/i18n/en_US/SmartAssistant.json  |  30 +
 .../Resources/i18n/fa_IR/Case.json            |   5 +
 .../Resources/i18n/fa_IR/CaseMemory.json      |  49 ++
 .../Resources/i18n/fa_IR/Global.json          |  10 +
 .../Resources/i18n/fa_IR/Integration.json     |  11 +
 .../Resources/i18n/fa_IR/SmartAssistant.json  |  30 +
 .../Resources/metadata/clientDefs/App.json    |   3 +
 .../metadata/dashlets/SmartAssistant.json     |   5 +
 .../Resources/metadata/entityDefs/Case.json   |  10 +
 .../metadata/entityDefs/CaseMemory.json       | 143 ++++
 .../Resources/metadata/entityDefs/Note.json   |  12 +
 .../metadata/integrations/SmartAssistant.json |  30 +
 .../metadata/layouts/CaseMemory/detail.json   |  13 +
 .../layouts/CaseMemory/detailSmall.json       |  10 +
 .../metadata/layouts/CaseMemory/list.json     |   9 +
 .../layouts/CaseMemory/listSmall.json         |   6 +
 .../Resources/metadata/scopes/CaseMemory.json |  13 +
 .../SmartAssistant/Resources/module.json      |   9 +
 .../SmartAssistant/Resources/routes.json      |  82 +++
 .../Services/ActionExecutor.php               | 231 +++++++
 .../Services/AlertCalculator.php              | 266 ++++++++
 .../Services/CaseContextBuilder.php           | 177 +++++
 .../Services/CaseMemoryContextProvider.php    |  87 +++
 .../Services/CaseMemoryService.php            | 105 +++
 .../Services/ConversationRepository.php       | 154 +++++
 .../Services/DocumentAnalyzer.php             | 179 +++++
 .../Services/OfficeContextBuilder.php         |  79 +++
 .../Services/SmartAssistantService.php        | 482 ++++++++++++++
 manifest.json                                 |  10 +
 49 files changed, 3866 insertions(+)
 create mode 100755 build.sh
 create mode 100644 files/client/custom/src/modules/smart-assistant/views/case/modals/add-memory.js
 create mode 100644 files/client/custom/src/modules/smart-assistant/views/dashlets/options/smart-assistant.js
 create mode 100644 files/client/custom/src/modules/smart-assistant/views/dashlets/smart-assistant.js
 create mode 100644 files/client/custom/src/modules/smart-assistant/views/floating-chat.js
 create mode 100644 files/client/custom/src/modules/smart-assistant/views/site/navbar.js
 create mode 100644 files/client/custom/src/modules/smart-assistant/views/stream/notes/smart-action.js
 create mode 100644 files/client/custom/src/modules/smart-assistant/views/stream/notes/smart-request.js
 create mode 100644 files/client/custom/src/modules/smart-assistant/views/stream/notes/smart-response.js
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/FileStorageFactory.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/FileStorageInterface.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/NextCloudFileStorage.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/WebDavFileStorage.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Controllers/SmartAssistant.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Hooks/Case/CaseFieldChangeMemory.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Hooks/Meeting/HearingScheduledMemory.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/Case.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/CaseMemory.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/Global.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/Integration.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/SmartAssistant.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/Case.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/CaseMemory.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/Global.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/Integration.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/SmartAssistant.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/metadata/clientDefs/App.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/metadata/dashlets/SmartAssistant.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/metadata/entityDefs/Case.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/metadata/entityDefs/CaseMemory.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/metadata/entityDefs/Note.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/metadata/integrations/SmartAssistant.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/detail.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/detailSmall.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/list.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/listSmall.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/metadata/scopes/CaseMemory.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/module.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Resources/routes.json
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Services/ActionExecutor.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Services/AlertCalculator.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Services/CaseContextBuilder.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Services/CaseMemoryContextProvider.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Services/CaseMemoryService.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Services/ConversationRepository.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Services/DocumentAnalyzer.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Services/OfficeContextBuilder.php
 create mode 100644 files/custom/Espo/Modules/SmartAssistant/Services/SmartAssistantService.php
 create mode 100644 manifest.json

diff --git a/build.sh b/build.sh
new file mode 100755
index 0000000..6c1e690
--- /dev/null
+++ b/build.sh
@@ -0,0 +1,11 @@
+#!/bin/bash
+# Build extension ZIP package
+set -euo pipefail
+VERSION=$(python3 -c "import json; print(json.load(open('manifest.json'))['version'])")
+MODULE=$(python3 -c "import json; m=json.load(open('manifest.json')); print(m.get('module', m['name']))")
+ZIPNAME="${MODULE}-${VERSION}.zip"
+echo "Building $ZIPNAME..."
+rm -f "$ZIPNAME"
+zip -r "$ZIPNAME" manifest.json files/ \
+  -x "*.DS_Store" "*__MACOSX*" "*.zip"
+echo "✓ Built: $ZIPNAME ($(du -h "$ZIPNAME" | cut -f1))"
diff --git a/files/client/custom/src/modules/smart-assistant/views/case/modals/add-memory.js b/files/client/custom/src/modules/smart-assistant/views/case/modals/add-memory.js
new file mode 100644
index 0000000..329401c
--- /dev/null
+++ b/files/client/custom/src/modules/smart-assistant/views/case/modals/add-memory.js
@@ -0,0 +1,96 @@
+define('custom:modules/smart-assistant/views/case/modals/add-memory', ['views/modal'], function (ModalView) {
+
+    return ModalView.extend({
+
+        backdrop: true,
+        cssName: 'add-memory',
+
+        header: false,
+
+        templateContent: '' +
+            '<div style="direction: rtl; text-align: right;">' +
+            '<h4 style="margin-top: 0;">{{translate \'Add Memory\' scope=\'SmartAssistant\'}}</h4>' +
+            '<div class="form-group">' +
+            '  <label>{{translate \'name\' category=\'fields\' scope=\'CaseMemory\'}}</label>' +
+            '  <input type="text" class="form-control field-name" maxlength="255">' +
+            '</div>' +
+            '<div class="form-group">' +
+            '  <label>{{translate \'category\' category=\'fields\' scope=\'CaseMemory\'}}</label>' +
+            '  <select class="form-control field-category">' +
+            '    <option value="key_facts">{{translateOption \'key_facts\' field=\'category\' scope=\'CaseMemory\'}}</option>' +
+            '    <option value="strategy">{{translateOption \'strategy\' field=\'category\' scope=\'CaseMemory\'}}</option>' +
+            '    <option value="decisions">{{translateOption \'decisions\' field=\'category\' scope=\'CaseMemory\'}}</option>' +
+            '    <option value="contacts_notes">{{translateOption \'contacts_notes\' field=\'category\' scope=\'CaseMemory\'}}</option>' +
+            '    <option value="timeline">{{translateOption \'timeline\' field=\'category\' scope=\'CaseMemory\'}}</option>' +
+            '    <option value="documents_notes">{{translateOption \'documents_notes\' field=\'category\' scope=\'CaseMemory\'}}</option>' +
+            '    <option value="billing_notes">{{translateOption \'billing_notes\' field=\'category\' scope=\'CaseMemory\'}}</option>' +
+            '  </select>' +
+            '</div>' +
+            '<div class="form-group">' +
+            '  <label>{{translate \'importance\' category=\'fields\' scope=\'CaseMemory\'}}</label>' +
+            '  <select class="form-control field-importance">' +
+            '    <option value="low">{{translateOption \'low\' field=\'importance\' scope=\'CaseMemory\'}}</option>' +
+            '    <option value="normal" selected>{{translateOption \'normal\' field=\'importance\' scope=\'CaseMemory\'}}</option>' +
+            '    <option value="high">{{translateOption \'high\' field=\'importance\' scope=\'CaseMemory\'}}</option>' +
+            '    <option value="critical">{{translateOption \'critical\' field=\'importance\' scope=\'CaseMemory\'}}</option>' +
+            '  </select>' +
+            '</div>' +
+            '<div class="form-group">' +
+            '  <label>{{translate \'content\' category=\'fields\' scope=\'CaseMemory\'}}</label>' +
+            '  <textarea class="form-control field-content" rows="4" style="direction: rtl;"></textarea>' +
+            '</div>' +
+            '</div>',
+
+        buttonList: [
+            {
+                name: 'save',
+                label: 'Save',
+                style: 'primary',
+            },
+            {
+                name: 'cancel',
+                label: 'Cancel',
+            },
+        ],
+
+        setup: function () {
+            this.caseId = this.options.caseId;
+            this.headerHtml = '<span class="fas fa-brain" style="margin-left: 6px;"></span> ' +
+                this.translate('Add Memory', 'labels', 'SmartAssistant');
+        },
+
+        actionSave: function () {
+            var name = this.$el.find('.field-name').val().trim();
+            var content = this.$el.find('.field-content').val().trim();
+            var category = this.$el.find('.field-category').val();
+            var importance = this.$el.find('.field-importance').val();
+
+            if (!content) {
+                Espo.Ui.error('Content is required');
+                return;
+            }
+
+            if (!name) {
+                name = content.substring(0, 100);
+            }
+
+            var self = this;
+
+            this.disableButton('save');
+
+            Espo.Ajax.postRequest('SmartAssistant/action/saveMemory', {
+                caseId: this.caseId,
+                name: name,
+                content: content,
+                category: category,
+                importance: importance,
+            }).then(function () {
+                Espo.Ui.success(self.translate('Memory saved', 'labels', 'SmartAssistant'));
+                self.trigger('saved');
+            }).catch(function () {
+                Espo.Ui.error('Error saving memory');
+                self.enableButton('save');
+            });
+        },
+    });
+});
diff --git a/files/client/custom/src/modules/smart-assistant/views/dashlets/options/smart-assistant.js b/files/client/custom/src/modules/smart-assistant/views/dashlets/options/smart-assistant.js
new file mode 100644
index 0000000..1964b7e
--- /dev/null
+++ b/files/client/custom/src/modules/smart-assistant/views/dashlets/options/smart-assistant.js
@@ -0,0 +1,20 @@
+define('custom:modules/smart-assistant/views/dashlets/options/smart-assistant', ['views/dashlets/options/base'], function (BaseView) {
+
+    return BaseView.extend({
+
+        templateContent: '<div class="cell form-group"><label>Alert Limit</label>' +
+            '<input type="number" class="form-control" name="alertLimit" value="{{alertLimit}}" min="1" max="50"></div>',
+
+        data: function () {
+            return {
+                alertLimit: this.optionsData.alertLimit || 10,
+            };
+        },
+
+        fetch: function () {
+            return {
+                alertLimit: parseInt(this.$el.find('[name="alertLimit"]').val()) || 10,
+            };
+        },
+    });
+});
diff --git a/files/client/custom/src/modules/smart-assistant/views/dashlets/smart-assistant.js b/files/client/custom/src/modules/smart-assistant/views/dashlets/smart-assistant.js
new file mode 100644
index 0000000..0343471
--- /dev/null
+++ b/files/client/custom/src/modules/smart-assistant/views/dashlets/smart-assistant.js
@@ -0,0 +1,72 @@
+define('custom:modules/smart-assistant/views/dashlets/smart-assistant', ['views/dashlet'], function (DashletView) {
+
+    return DashletView.extend({
+
+        name: 'SmartAssistant',
+
+        templateContent: '' +
+            '<div style="direction: rtl; text-align: right; padding: 8px;">' +
+            '<div class="sa-dashlet-cards" style="display: flex; gap: 8px; flex-wrap: wrap; margin-bottom: 12px;"></div>' +
+            '<div class="sa-dashlet-alerts" style="max-height: 200px; overflow-y: auto;"></div>' +
+            '</div>',
+
+        afterRender: function () {
+            this.loadSummary();
+        },
+
+        loadSummary: function () {
+            var self = this;
+            Espo.Ajax.getRequest('SmartAssistant/action/summary').then(function (response) {
+                self.renderCards(response.summary || {});
+                self.renderAlerts(response.alerts || []);
+            }).catch(function () {});
+        },
+
+        renderCards: function (summary) {
+            var cards = [
+                {label: 'תיקים פתוחים', value: summary.totalOpenCases || 0, color: '#1565c0', bg: '#e3f2fd', icon: 'fa-folder-open'},
+                {label: 'משימות באיחור', value: summary.totalOverdueTasks || 0, color: '#c62828', bg: '#ffcdd2', icon: 'fa-exclamation-circle'},
+                {label: 'דיונים השבוע', value: summary.upcomingHearings7d || 0, color: '#e65100', bg: '#fff3e0', icon: 'fa-gavel'},
+                {label: 'דורשים תשומת לב', value: summary.casesNeedingAttention || 0, color: '#f9a825', bg: '#fff9c4', icon: 'fa-bell'},
+            ];
+
+            var html = '';
+            cards.forEach(function (c) {
+                html += '<div style="flex: 1; min-width: 80px; background: ' + c.bg + '; padding: 10px; border-radius: 8px; text-align: center;">' +
+                    '<div style="font-size: 22px; font-weight: bold; color: ' + c.color + ';">' + c.value + '</div>' +
+                    '<div style="font-size: 11px; color: ' + c.color + ';"><span class="fas ' + c.icon + '"></span> ' + c.label + '</div>' +
+                    '</div>';
+            });
+
+            this.$el.find('.sa-dashlet-cards').html(html);
+        },
+
+        renderAlerts: function (alerts) {
+            var $alerts = this.$el.find('.sa-dashlet-alerts');
+            if (alerts.length === 0) {
+                $alerts.html('<div style="text-align: center; color: #4caf50; padding: 12px;">אין התראות</div>');
+                return;
+            }
+
+            var severityColors = {critical: '#c62828', warning: '#e65100', info: '#1565c0'};
+            var severityIcons = {critical: 'fa-exclamation-circle', warning: 'fa-exclamation-triangle', info: 'fa-info-circle'};
+
+            var html = '';
+            alerts.slice(0, 10).forEach(function (a) {
+                var color = severityColors[a.severity] || '#333';
+                var icon = severityIcons[a.severity] || 'fa-circle';
+
+                html += '<div style="padding: 6px 0; border-bottom: 1px solid #f5f5f5; font-size: 12px; color: ' + color + ';">' +
+                    '<span class="fas ' + icon + '" style="margin-left: 6px;"></span>' +
+                    '<span>' + Espo.Utils.escapeString(a.message) + '</span>' +
+                    '</div>';
+            });
+
+            $alerts.html(html);
+        },
+
+        actionRefresh: function () {
+            this.loadSummary();
+        },
+    });
+});
diff --git a/files/client/custom/src/modules/smart-assistant/views/floating-chat.js b/files/client/custom/src/modules/smart-assistant/views/floating-chat.js
new file mode 100644
index 0000000..2eec8e0
--- /dev/null
+++ b/files/client/custom/src/modules/smart-assistant/views/floating-chat.js
@@ -0,0 +1,612 @@
+define('custom:modules/smart-assistant/views/floating-chat', ['view'], function (View) {
+
+    return View.extend({
+
+        templateContent: '' +
+            '<div class="sa-fab" title="{{translate \'Smart Assistant\' scope=\'SmartAssistant\'}}">' +
+            '  <span class="fas fa-robot"></span>' +
+            '  <span class="sa-fab-badge" style="display:none;"></span>' +
+            '</div>' +
+            '<div class="sa-chat-panel" style="display:none;">' +
+            '  <div class="sa-chat-header">' +
+            '    <span class="sa-chat-title">{{translate \'Smart Assistant\' scope=\'SmartAssistant\'}}</span>' +
+            '    <span class="sa-mode-badge"></span>' +
+            '    <div class="sa-chat-header-actions">' +
+            '      <button class="btn btn-link sa-memory-btn" type="button" title="{{translate \'Case Memory\' scope=\'SmartAssistant\'}}" style="display:none;">' +
+            '        <span class="fas fa-brain"></span>' +
+            '      </button>' +
+            '      <button class="btn btn-link sa-history-btn" type="button" title="{{translate \'Previous Conversations\' scope=\'SmartAssistant\'}}">' +
+            '        <span class="fas fa-list"></span>' +
+            '      </button>' +
+            '      <button class="btn btn-link sa-new-btn" type="button" title="{{translate \'New Conversation\' scope=\'SmartAssistant\'}}">' +
+            '        <span class="fas fa-plus"></span>' +
+            '      </button>' +
+            '      <button class="btn btn-link sa-close-btn" type="button">' +
+            '        <span class="fas fa-times"></span>' +
+            '      </button>' +
+            '    </div>' +
+            '  </div>' +
+            '  <div class="sa-history-view" style="display:none;">' +
+            '    <div class="sa-history-header">' +
+            '      <button class="btn btn-link sa-history-back" type="button">' +
+            '        <span class="fas fa-arrow-right"></span> {{translate \'Back\' scope=\'SmartAssistant\'}}' +
+            '      </button>' +
+            '    </div>' +
+            '    <div class="sa-history-list"></div>' +
+            '  </div>' +
+            '  <div class="sa-memory-view" style="display:none;">' +
+            '    <div class="sa-memory-header">' +
+            '      <button class="btn btn-link sa-memory-back" type="button">' +
+            '        <span class="fas fa-arrow-right"></span> {{translate \'Back\' scope=\'SmartAssistant\'}}' +
+            '      </button>' +
+            '      <button class="btn btn-sm btn-default sa-add-memory-btn" type="button">' +
+            '        <span class="fas fa-plus"></span> {{translate \'Add Memory\' scope=\'SmartAssistant\'}}' +
+            '      </button>' +
+            '    </div>' +
+            '    <div class="sa-memory-tabs"></div>' +
+            '    <div class="sa-memory-list"></div>' +
+            '  </div>' +
+            '  <div class="sa-chat-view">' +
+            '    <div class="sa-chat-summary" style="display:none;"></div>' +
+            '    <div class="sa-chat-messages"></div>' +
+            '    <div class="sa-chat-input-row">' +
+            '      <input type="text" class="form-control sa-chat-input" placeholder="{{translate \'Ask the assistant...\' scope=\'SmartAssistant\'}}">' +
+            '      <button class="btn btn-primary sa-chat-send" type="button" disabled>' +
+            '        <span class="fas fa-paper-plane"></span>' +
+            '      </button>' +
+            '    </div>' +
+            '  </div>' +
+            '</div>' +
+            '<style>' +
+            '.smart-assistant-fab-container { position: fixed; bottom: 24px; left: 24px; z-index: 1050; direction: rtl; font-family: inherit; }' +
+            '.sa-fab { width: 56px; height: 56px; border-radius: 50%; background: #5c6bc0; color: #fff; display: flex; align-items: center; justify-content: center; cursor: pointer; box-shadow: 0 4px 12px rgba(0,0,0,0.25); transition: transform 0.2s, background 0.2s; font-size: 22px; position: relative; }' +
+            '.sa-fab:hover { background: #3f51b5; transform: scale(1.08); }' +
+            '.sa-fab-badge { position: absolute; top: -4px; right: -4px; background: #c62828; color: #fff; border-radius: 10px; min-width: 20px; height: 20px; font-size: 11px; font-weight: bold; display: flex; align-items: center; justify-content: center; padding: 0 5px; }' +
+            '.sa-chat-panel { position: absolute; bottom: 68px; left: 0; width: 400px; max-height: 600px; background: #fff; border-radius: 12px; box-shadow: 0 8px 32px rgba(0,0,0,0.18); display: flex; flex-direction: column; overflow: hidden; animation: sa-slide-up 0.25s ease-out; }' +
+            '@keyframes sa-slide-up { from { opacity: 0; transform: translateY(16px); } to { opacity: 1; transform: translateY(0); } }' +
+            '.sa-chat-header { display: flex; align-items: center; padding: 10px 16px; background: #5c6bc0; color: #fff; gap: 8px; }' +
+            '.sa-chat-title { font-size: 15px; font-weight: 600; white-space: nowrap; }' +
+            '.sa-mode-badge { font-size: 11px; background: rgba(255,255,255,0.2); padding: 2px 8px; border-radius: 10px; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; max-width: 140px; }' +
+            '.sa-chat-header-actions { display: flex; align-items: center; gap: 2px; margin-right: auto; }' +
+            '.sa-chat-header-actions .btn-link { color: #fff; opacity: 0.8; font-size: 14px; padding: 2px 6px; }' +
+            '.sa-chat-header-actions .btn-link:hover { opacity: 1; color: #fff; }' +
+            '.sa-chat-summary { padding: 10px 14px; background: #fff3e0; border-bottom: 1px solid #ffe0b2; font-size: 13px; color: #e65100; direction: rtl; text-align: right; }' +
+            '.sa-chat-view { display: flex; flex-direction: column; flex: 1; overflow: hidden; }' +
+            '.sa-chat-messages { flex: 1; overflow-y: auto; padding: 12px 14px; max-height: 380px; min-height: 80px; direction: rtl; text-align: right; }' +
+            '.sa-chat-messages:empty::before { content: attr(data-empty-text); display: block; text-align: center; color: #999; padding: 30px 10px; font-size: 13px; }' +
+            '.sa-msg { margin-bottom: 10px; padding: 8px 12px; border-radius: 10px; font-size: 13px; line-height: 1.5; max-width: 90%; word-wrap: break-word; }' +
+            '.sa-msg-user { background: #e3f2fd; margin-left: auto; margin-right: 0; text-align: right; }' +
+            '.sa-msg-assistant { background: #f5f0ff; margin-right: auto; margin-left: 0; text-align: right; }' +
+            '.sa-msg-error { background: #fce4ec; color: #c62828; }' +
+            '.sa-msg-loading { background: #f5f5f5; color: #999; }' +
+            '.sa-msg-action { background: #fff8e1; padding: 6px 12px; border-radius: 8px; margin-bottom: 8px; font-size: 12px; display: flex; align-items: center; justify-content: space-between; gap: 8px; }' +
+            '.sa-action-btns { display: flex; gap: 4px; }' +
+            '.sa-action-btns .btn { padding: 2px 8px; font-size: 11px; border-radius: 4px; }' +
+            '.sa-chat-input-row { display: flex; gap: 8px; padding: 10px 14px; border-top: 1px solid #eee; direction: rtl; }' +
+            '.sa-chat-input { flex: 1; border-radius: 20px; padding: 8px 14px; font-size: 13px; direction: rtl; }' +
+            '.sa-chat-send { border-radius: 50%; width: 36px; height: 36px; padding: 0; display: flex; align-items: center; justify-content: center; }' +
+            '.sa-history-view, .sa-memory-view { flex: 1; overflow: hidden; display: flex; flex-direction: column; }' +
+            '.sa-history-header, .sa-memory-header { padding: 8px 14px; border-bottom: 1px solid #eee; direction: rtl; text-align: right; display: flex; justify-content: space-between; align-items: center; }' +
+            '.sa-history-header .btn-link, .sa-memory-header .btn-link { color: #5c6bc0; font-size: 13px; padding: 2px 0; text-decoration: none; }' +
+            '.sa-history-list, .sa-memory-list { flex: 1; overflow-y: auto; max-height: 440px; direction: rtl; }' +
+            '.sa-history-item { padding: 12px 16px; border-bottom: 1px solid #f0f0f0; cursor: pointer; transition: background 0.15s; }' +
+            '.sa-history-item:hover { background: #f5f5ff; }' +
+            '.sa-history-item-title { font-size: 13px; font-weight: 500; color: #333; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; text-align: right; }' +
+            '.sa-history-item-meta { font-size: 11px; color: #999; margin-top: 3px; display: flex; justify-content: space-between; }' +
+            '.sa-history-item-preview { font-size: 12px; color: #666; margin-top: 4px; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; text-align: right; }' +
+            '.sa-history-empty { text-align: center; color: #999; padding: 40px 20px; font-size: 13px; }' +
+            '.sa-memory-tabs { display: flex; gap: 4px; padding: 8px 14px; flex-wrap: wrap; direction: rtl; border-bottom: 1px solid #f0f0f0; }' +
+            '.sa-memory-tab { padding: 4px 10px; border-radius: 12px; font-size: 11px; cursor: pointer; background: #f5f5f5; color: #666; border: none; transition: all 0.15s; }' +
+            '.sa-memory-tab.active { background: #5c6bc0; color: #fff; }' +
+            '.sa-memory-entry { padding: 10px 16px; border-bottom: 1px solid #f5f5f5; direction: rtl; text-align: right; }' +
+            '.sa-memory-entry-header { display: flex; justify-content: space-between; align-items: center; margin-bottom: 4px; }' +
+            '.sa-memory-entry-title { font-size: 13px; font-weight: 500; }' +
+            '.sa-memory-entry-badges { display: flex; gap: 4px; }' +
+            '.sa-memory-entry-badge { padding: 1px 6px; border-radius: 8px; font-size: 10px; }' +
+            '.sa-badge-critical { background: #ffcdd2; color: #c62828; }' +
+            '.sa-badge-high { background: #fff3e0; color: #e65100; }' +
+            '.sa-badge-normal { background: #e3f2fd; color: #1565c0; }' +
+            '.sa-badge-low { background: #f5f5f5; color: #999; }' +
+            '.sa-badge-pinned { background: #e8f5e9; color: #2e7d32; }' +
+            '.sa-badge-source { background: #f3e5f5; color: #7b1fa2; }' +
+            '.sa-memory-entry-content { font-size: 12px; color: #555; line-height: 1.4; max-height: 60px; overflow: hidden; }' +
+            '.sa-memory-entry-meta { font-size: 10px; color: #999; margin-top: 4px; }' +
+            '@media (max-width: 480px) { .sa-chat-panel { width: calc(100vw - 48px); left: 0; } .smart-assistant-fab-container { bottom: 16px; left: 16px; } }' +
+            '</style>',
+
+        conversationId: null,
+        isOpen: false,
+        currentMode: 'office',
+        currentCaseId: null,
+        currentCaseName: null,
+        currentView: 'chat',
+        currentMemoryCategory: null,
+        memoryData: null,
+
+        events: {
+            'click .sa-fab': function () { this.togglePanel(); },
+            'click .sa-close-btn': function () { this.closePanel(); },
+            'click .sa-chat-send': function () { this.sendMessage(); },
+            'click .sa-history-btn': function () { this.showHistory(); },
+            'click .sa-new-btn': function () { this.startNewConversation(); },
+            'click .sa-history-back': function () { this.showChat(); },
+            'click .sa-memory-btn': function () { this.showMemory(); },
+            'click .sa-memory-back': function () { this.showChat(); },
+            'click .sa-add-memory-btn': function () { this.openAddMemoryModal(); },
+            'click .sa-history-item': function (e) {
+                var key = $(e.currentTarget).data('key');
+                if (key) this.loadConversation(key);
+            },
+            'click .sa-memory-tab': function (e) {
+                var cat = $(e.currentTarget).data('category');
+                this.filterMemory(cat);
+            },
+            'keypress .sa-chat-input': function (e) {
+                if (e.key === 'Enter' && !e.shiftKey) { e.preventDefault(); this.sendMessage(); }
+            },
+            'input .sa-chat-input': function (e) {
+                this.$el.find('.sa-chat-send').prop('disabled', !e.target.value.trim());
+            },
+            'click .sa-action-approve': function (e) {
+                var $btn = $(e.currentTarget);
+                this.handleAction($btn.data('conversation-id'), $btn.data('action-id'), true);
+            },
+            'click .sa-action-reject': function (e) {
+                var $btn = $(e.currentTarget);
+                this.handleAction($btn.data('conversation-id'), $btn.data('action-id'), false);
+            },
+        },
+
+        afterRender: function () {
+            this.$el.find('.sa-chat-messages').attr('data-empty-text',
+                this.translate('Chat with the assistant', 'labels', 'SmartAssistant') || 'שוחח/י עם העוזר החכם');
+            this.loadAlertCount();
+            this._setupRouteListener();
+        },
+
+        _setupRouteListener: function () {
+            var self = this;
+            if (this._routeListenerSet) return;
+            this._routeListenerSet = true;
+
+            // Check mode on route changes
+            if (Espo.router) {
+                this.listenTo(Espo.router, 'routed', function () {
+                    self._detectMode();
+                });
+            }
+
+            this._detectMode();
+        },
+
+        _detectMode: function () {
+            var hash = window.location.hash || '';
+            var match = hash.match(/#Case\/view\/([a-zA-Z0-9]+)/);
+
+            if (match) {
+                this.currentMode = 'case';
+                this.currentCaseId = match[1];
+                this._loadCaseName(this.currentCaseId);
+                this.$el.find('.sa-memory-btn').show();
+            } else {
+                this.currentMode = 'office';
+                this.currentCaseId = null;
+                this.currentCaseName = null;
+                this.$el.find('.sa-memory-btn').hide();
+            }
+
+            this._updateModeIndicator();
+        },
+
+        _loadCaseName: function (caseId) {
+            var self = this;
+            Espo.Ajax.getRequest('Case/' + caseId, {select: 'name,number'}).then(function (data) {
+                self.currentCaseName = '#' + (data.number || '') + ' ' + (data.name || '');
+                self._updateModeIndicator();
+            }).catch(function () {});
+        },
+
+        _updateModeIndicator: function () {
+            var $badge = this.$el.find('.sa-mode-badge');
+            if (this.currentMode === 'case' && this.currentCaseName) {
+                $badge.text(this.currentCaseName).show();
+            } else if (this.currentMode === 'case') {
+                $badge.text(this.translate('Case Mode', 'labels', 'SmartAssistant')).show();
+            } else {
+                $badge.text(this.translate('Office Mode', 'labels', 'SmartAssistant')).show();
+            }
+        },
+
+        togglePanel: function () { this.isOpen ? this.closePanel() : this.openPanel(); },
+
+        openPanel: function () {
+            this.isOpen = true;
+            this._detectMode();
+            this.$el.find('.sa-chat-panel').css('display', 'flex');
+
+            if (!this._summaryLoaded && this.currentMode === 'office') this.loadSummary();
+            if (!this.conversationId && !this._historyChecked) {
+                this._historyChecked = true;
+                this.loadLatestConversation();
+            }
+            this.$el.find('.sa-chat-input').focus();
+        },
+
+        closePanel: function () {
+            this.isOpen = false;
+            this.$el.find('.sa-chat-panel').css('display', 'none');
+        },
+
+        showChat: function () {
+            this.currentView = 'chat';
+            this.$el.find('.sa-history-view, .sa-memory-view').hide();
+            this.$el.find('.sa-chat-view').show();
+            this.$el.find('.sa-chat-input').focus();
+        },
+
+        showHistory: function () {
+            this.currentView = 'history';
+            this.$el.find('.sa-chat-view, .sa-memory-view').hide();
+            this.$el.find('.sa-history-view').show();
+            this.loadConversationsList();
+        },
+
+        showMemory: function () {
+            if (this.currentMode !== 'case' || !this.currentCaseId) return;
+            this.currentView = 'memory';
+            this.$el.find('.sa-chat-view, .sa-history-view').hide();
+            this.$el.find('.sa-memory-view').show();
+            this.loadMemory();
+        },
+
+        startNewConversation: function () {
+            this.conversationId = null;
+            this.$el.find('.sa-chat-messages').empty();
+            this.showChat();
+        },
+
+        loadConversationsList: function () {
+            var $list = this.$el.find('.sa-history-list');
+            var self = this;
+
+            $list.html('<div class="sa-history-empty"><span class="fas fa-spinner fa-spin"></span></div>');
+
+            Espo.Ajax.getRequest('SmartAssistant/action/conversations').then(function (conversations) {
+                self.renderConversationsList(conversations);
+            }).catch(function () {
+                $list.html('<div class="sa-history-empty">שגיאה בטעינת שיחות</div>');
+            });
+        },
+
+        renderConversationsList: function (conversations) {
+            var $list = this.$el.find('.sa-history-list');
+            var self = this;
+
+            if (!conversations || conversations.length === 0) {
+                $list.html('<div class="sa-history-empty">' + self.escapeHtml(self.translate('No previous conversations', 'labels', 'SmartAssistant')) + '</div>');
+                return;
+            }
+
+            var html = '';
+            conversations.forEach(function (conv) {
+                var timeStr = self.formatConversationTime(conv.lastMessageAt);
+                var typeIcon = conv.conversationType === 'case' ? 'fa-gavel' : 'fa-building';
+
+                html += '<div class="sa-history-item" data-key="' + self.escapeHtml(conv.conversationKey) + '">' +
+                    '<div class="sa-history-item-title">' +
+                    '<span class="fas ' + typeIcon + '" style="color: #5c6bc0; margin-left: 6px; font-size: 12px;"></span>' +
+                    self.escapeHtml(conv.name || 'שיחה') +
+                    '</div>' +
+                    '<div class="sa-history-item-meta">' +
+                    '<span>' + self.escapeHtml(timeStr) + '</span>' +
+                    '<span>' + (conv.messageCount || 0) + ' הודעות</span>' +
+                    '</div>';
+                if (conv.lastMessagePreview) {
+                    html += '<div class="sa-history-item-preview">' + self.escapeHtml(conv.lastMessagePreview.substring(0, 80)) + '</div>';
+                }
+                html += '</div>';
+            });
+
+            $list.html(html);
+        },
+
+        loadConversation: function (conversationKey) {
+            var self = this;
+            this.conversationId = conversationKey;
+            var $messages = this.$el.find('.sa-chat-messages');
+
+            $messages.html('<div class="sa-msg sa-msg-loading"><span class="fas fa-spinner fa-spin" style="margin-left: 5px;"></span> טוען שיחה...</div>');
+            this.showChat();
+
+            Espo.Ajax.getRequest('SmartAssistant/action/conversationMessages', {conversationKey: conversationKey}).then(function (response) {
+                $messages.empty();
+                (response.messages || []).forEach(function (msg) {
+                    var cssClass = msg.role === 'user' ? 'sa-msg-user' : 'sa-msg-assistant';
+                    var content = msg.role === 'user' ? self.escapeHtml(msg.content) : self.formatResponse(msg.content);
+                    $messages.append('<div class="sa-msg ' + cssClass + '">' + content + '</div>');
+                });
+                self.scrollToBottom();
+            }).catch(function () {
+                $messages.html('<div class="sa-msg sa-msg-error">שגיאה בטעינת שיחה</div>');
+            });
+        },
+
+        loadLatestConversation: function () {
+            var self = this;
+            Espo.Ajax.getRequest('SmartAssistant/action/history').then(function (response) {
+                if (!response || !response.conversationId || !response.messages || response.messages.length === 0) return;
+
+                var updatedAt = response.updatedAt;
+                if (updatedAt) {
+                    var today = new Date().toISOString().substring(0, 10);
+                    if (updatedAt.substring(0, 10) !== today) return;
+                }
+
+                self.conversationId = response.conversationId;
+                var $messages = self.$el.find('.sa-chat-messages');
+
+                response.messages.forEach(function (msg) {
+                    var cssClass = msg.role === 'user' ? 'sa-msg-user' : 'sa-msg-assistant';
+                    var content = msg.role === 'user' ? self.escapeHtml(msg.content) : self.formatResponse(msg.content);
+                    $messages.append('<div class="sa-msg ' + cssClass + '">' + content + '</div>');
+                });
+                self.scrollToBottom();
+            }).catch(function () {});
+        },
+
+        loadAlertCount: function () {
+            var self = this;
+            Espo.Ajax.getRequest('SmartAssistant/action/summary').then(function (response) {
+                var summary = response.summary || {};
+                var count = (summary.criticalAlerts || 0) + (summary.warningAlerts || 0);
+                self.updateBadge(count);
+            }).catch(function () {});
+        },
+
+        updateBadge: function (count) {
+            var $badge = this.$el.find('.sa-fab-badge');
+            count > 0 ? $badge.text(count).show() : $badge.hide();
+        },
+
+        loadSummary: function () {
+            this._summaryLoaded = true;
+            var self = this;
+            var $summary = this.$el.find('.sa-chat-summary');
+
+            Espo.Ajax.getRequest('SmartAssistant/action/summary').then(function (response) {
+                var summary = response.summary || {};
+                var alerts = response.alerts || [];
+                var critical = alerts.filter(function (a) { return a.severity === 'critical'; });
+
+                if (critical.length > 0) {
+                    var html = '<strong>' + self.escapeHtml(critical.length + ' התראות קריטיות') + '</strong>';
+                    critical.slice(0, 2).forEach(function (a) {
+                        html += '<div style="margin-top: 4px; font-size: 12px;">' + self.escapeHtml('• ' + a.message) + '</div>';
+                    });
+                    $summary.html(html).show();
+                } else if (summary.casesNeedingAttention > 0) {
+                    $summary.html(self.escapeHtml(summary.casesNeedingAttention + ' תיקים דורשים תשומת לב')).show();
+                } else {
+                    $summary.html('<span style="color: #4caf50;">אין התראות קריטיות</span>').show();
+                }
+
+                self.updateBadge((summary.criticalAlerts || 0) + (summary.warningAlerts || 0));
+            }).catch(function () { $summary.hide(); });
+        },
+
+        sendMessage: function () {
+            var $input = this.$el.find('.sa-chat-input');
+            var message = $input.val().trim();
+            if (!message) return;
+
+            var self = this;
+            var $messages = this.$el.find('.sa-chat-messages');
+            var $btn = this.$el.find('.sa-chat-send');
+
+            $messages.append('<div class="sa-msg sa-msg-user">' + this.escapeHtml(message) + '</div>');
+            var $loading = $('<div class="sa-msg sa-msg-loading"><span class="fas fa-spinner fa-spin" style="margin-left: 5px;"></span> ' +
+                this.escapeHtml(this.translate('Thinking', 'labels', 'SmartAssistant') || 'חושב...') + '</div>');
+            $messages.append($loading);
+            this.scrollToBottom();
+
+            $btn.prop('disabled', true);
+            $input.prop('disabled', true).val('');
+
+            var payload = {
+                message: message,
+                mode: this.currentMode,
+                conversationId: this.conversationId,
+            };
+            if (this.currentMode === 'case' && this.currentCaseId) {
+                payload.caseId = this.currentCaseId;
+            }
+
+            Espo.Ajax.postRequest('SmartAssistant/action/chat', payload).then(function (response) {
+                self.conversationId = response.conversationId;
+                $loading.remove();
+
+                $messages.append('<div class="sa-msg sa-msg-assistant">' + self.formatResponse(response.text) + '</div>');
+
+                // Render action items
+                if (response.actions && response.actions.length > 0) {
+                    response.actions.forEach(function (action) {
+                        var actionHtml = '<div class="sa-msg-action">' +
+                            '<span><span class="fas fa-bolt" style="color: #f57c00; margin-left: 4px;"></span>' +
+                            self.escapeHtml(action.displayText || action.tool) + '</span>' +
+                            '<div class="sa-action-btns">' +
+                            '<button class="btn btn-success btn-xs sa-action-approve" data-conversation-id="' + self.escapeHtml(response.conversationId) +
+                            '" data-action-id="' + self.escapeHtml(action.actionId) + '"><span class="fas fa-check"></span></button>' +
+                            '<button class="btn btn-danger btn-xs sa-action-reject" data-conversation-id="' + self.escapeHtml(response.conversationId) +
+                            '" data-action-id="' + self.escapeHtml(action.actionId) + '"><span class="fas fa-times"></span></button>' +
+                            '</div></div>';
+                        $messages.append(actionHtml);
+                    });
+                }
+
+                self.scrollToBottom();
+                $input.prop('disabled', false).focus();
+            }).catch(function () {
+                $loading.remove();
+                $messages.append('<div class="sa-msg sa-msg-error">' +
+                    self.escapeHtml(self.translate('Error', 'labels', 'SmartAssistant') || 'שגיאה בתקשורת') + '</div>');
+                self.scrollToBottom();
+                $input.prop('disabled', false);
+                $btn.prop('disabled', false);
+            });
+        },
+
+        handleAction: function (conversationId, actionId, approved) {
+            var self = this;
+            var $messages = this.$el.find('.sa-chat-messages');
+
+            Espo.Ajax.postRequest('SmartAssistant/action/execute', {
+                conversationId: conversationId,
+                actionId: actionId,
+                approved: approved,
+            }).then(function (result) {
+                var msg = approved ? (result.message || 'פעולה בוצעה') : 'פעולה נדחתה';
+                var cls = approved ? (result.success ? 'sa-msg-assistant' : 'sa-msg-error') : 'sa-msg-loading';
+                $messages.append('<div class="sa-msg ' + cls + '">' + self.escapeHtml(msg) + '</div>');
+                self.scrollToBottom();
+            }).catch(function () {
+                $messages.append('<div class="sa-msg sa-msg-error">שגיאה בביצוע הפעולה</div>');
+                self.scrollToBottom();
+            });
+        },
+
+        loadMemory: function () {
+            if (!this.currentCaseId) return;
+            var self = this;
+            var $list = this.$el.find('.sa-memory-list');
+
+            $list.html('<div class="sa-history-empty"><span class="fas fa-spinner fa-spin"></span></div>');
+
+            Espo.Ajax.getRequest('SmartAssistant/action/caseMemory', {caseId: this.currentCaseId}).then(function (data) {
+                self.memoryData = data;
+                self.renderMemoryTabs(data);
+                self.renderMemoryEntries(data, null);
+            }).catch(function () {
+                $list.html('<div class="sa-history-empty">שגיאה בטעינת זיכרון</div>');
+            });
+        },
+
+        renderMemoryTabs: function (data) {
+            var $tabs = this.$el.find('.sa-memory-tabs');
+            var categoryLabels = {
+                'key_facts': 'עובדות', 'strategy': 'אסטרטגיה', 'decisions': 'החלטות',
+                'contacts_notes': 'אנשי קשר', 'timeline': 'ציר זמן',
+                'documents_notes': 'מסמכים', 'billing_notes': 'חיוב'
+            };
+
+            var html = '<button class="sa-memory-tab active" data-category="">הכל</button>';
+            var categories = Object.keys(data).filter(function (k) { return k !== '_summary'; });
+
+            categories.forEach(function (cat) {
+                var label = categoryLabels[cat] || cat;
+                var count = data[cat] ? data[cat].length : 0;
+                html += '<button class="sa-memory-tab" data-category="' + cat + '">' + label + ' (' + count + ')</button>';
+            });
+
+            $tabs.html(html);
+        },
+
+        renderMemoryEntries: function (data, category) {
+            var $list = this.$el.find('.sa-memory-list');
+            var self = this;
+            var entries = [];
+
+            var importanceLabels = {critical: 'קריטי', high: 'גבוה', normal: 'רגיל', low: 'נמוך'};
+            var sourceLabels = {manual: 'ידני', assistant: 'AI', auto: 'אוטומטי'};
+
+            Object.keys(data).forEach(function (cat) {
+                if (cat === '_summary') return;
+                if (category && cat !== category) return;
+                (data[cat] || []).forEach(function (e) { entries.push(e); });
+            });
+
+            if (entries.length === 0) {
+                $list.html('<div class="sa-history-empty">' + self.escapeHtml(self.translate('No memories yet', 'labels', 'SmartAssistant')) + '</div>');
+                return;
+            }
+
+            var html = '';
+            entries.forEach(function (e) {
+                var badgeClass = 'sa-badge-' + (e.importance || 'normal');
+                html += '<div class="sa-memory-entry">' +
+                    '<div class="sa-memory-entry-header">' +
+                    '<span class="sa-memory-entry-title">' + self.escapeHtml(e.name) + '</span>' +
+                    '<div class="sa-memory-entry-badges">';
+                if (e.isPinned) html += '<span class="sa-memory-entry-badge sa-badge-pinned"><span class="fas fa-thumbtack"></span></span>';
+                html += '<span class="sa-memory-entry-badge ' + badgeClass + '">' + (importanceLabels[e.importance] || e.importance) + '</span>';
+                html += '<span class="sa-memory-entry-badge sa-badge-source">' + (sourceLabels[e.source] || e.source) + '</span>';
+                html += '</div></div>' +
+                    '<div class="sa-memory-entry-content">' + self.escapeHtml(e.content) + '</div>' +
+                    '<div class="sa-memory-entry-meta">' + self.formatConversationTime(e.createdAt) + '</div>' +
+                    '</div>';
+            });
+
+            $list.html(html);
+        },
+
+        filterMemory: function (category) {
+            this.$el.find('.sa-memory-tab').removeClass('active');
+            this.$el.find('.sa-memory-tab[data-category="' + (category || '') + '"]').addClass('active');
+            this.currentMemoryCategory = category || null;
+
+            if (this.memoryData) {
+                this.renderMemoryEntries(this.memoryData, this.currentMemoryCategory);
+            }
+        },
+
+        openAddMemoryModal: function () {
+            if (!this.currentCaseId) return;
+            var self = this;
+
+            this.createView('addMemoryModal', 'custom:modules/smart-assistant/views/case/modals/add-memory', {
+                caseId: this.currentCaseId,
+            }, function (view) {
+                view.render();
+
+                self.listenToOnce(view, 'saved', function () {
+                    self.loadMemory();
+                    view.close();
+                });
+            });
+        },
+
+        scrollToBottom: function () {
+            var el = this.$el.find('.sa-chat-messages').get(0);
+            if (el) el.scrollTop = el.scrollHeight;
+        },
+
+        formatConversationTime: function (dateStr) {
+            if (!dateStr) return '';
+            var date = new Date(dateStr);
+            var now = new Date();
+            var today = new Date(now.getFullYear(), now.getMonth(), now.getDate());
+            var yesterday = new Date(today.getTime() - 86400000);
+            var convDay = new Date(date.getFullYear(), date.getMonth(), date.getDate());
+            var timeStr = ('0' + date.getHours()).slice(-2) + ':' + ('0' + date.getMinutes()).slice(-2);
+
+            if (convDay.getTime() === today.getTime()) return 'היום ' + timeStr;
+            if (convDay.getTime() === yesterday.getTime()) return 'אתמול ' + timeStr;
+            return ('0' + date.getDate()).slice(-2) + '/' + ('0' + (date.getMonth() + 1)).slice(-2) + ' ' + timeStr;
+        },
+
+        formatResponse: function (text) {
+            if (!text) return '';
+            text = this.escapeHtml(text);
+            text = text.replace(/\*\*(.*?)\*\*/g, '<strong>$1</strong>');
+            text = text.replace(/\n/g, '<br>');
+            text = text.replace(/^- (.+)/gm, '&bull; $1');
+            return text;
+        },
+
+        escapeHtml: function (text) {
+            if (!text) return '';
+            var div = document.createElement('div');
+            div.textContent = text;
+            return div.innerHTML;
+        },
+    });
+});
diff --git a/files/client/custom/src/modules/smart-assistant/views/site/navbar.js b/files/client/custom/src/modules/smart-assistant/views/site/navbar.js
new file mode 100644
index 0000000..e937c53
--- /dev/null
+++ b/files/client/custom/src/modules/smart-assistant/views/site/navbar.js
@@ -0,0 +1,32 @@
+define('custom:modules/smart-assistant/views/site/navbar', ['views/site/navbar'], function (NavbarView) {
+
+    return NavbarView.extend({
+
+        afterRender: function () {
+            NavbarView.prototype.afterRender.call(this);
+            this._initFloatingChat();
+        },
+
+        _initFloatingChat: function () {
+            if (this._floatingChatInitialized) return;
+            this._floatingChatInitialized = true;
+
+            var $container = $('body > .smart-assistant-fab-container');
+            if ($container.length === 0) {
+                $container = $('<div class="smart-assistant-fab-container"></div>');
+                $('body').append($container);
+            }
+
+            this.createView('floatingChat', 'custom:modules/smart-assistant/views/floating-chat', {
+                el: '.smart-assistant-fab-container',
+            }, function (view) {
+                view.render();
+            });
+        },
+
+        onRemove: function () {
+            $('body > .smart-assistant-fab-container').remove();
+            NavbarView.prototype.onRemove.call(this);
+        },
+    });
+});
diff --git a/files/client/custom/src/modules/smart-assistant/views/stream/notes/smart-action.js b/files/client/custom/src/modules/smart-assistant/views/stream/notes/smart-action.js
new file mode 100644
index 0000000..ab671fd
--- /dev/null
+++ b/files/client/custom/src/modules/smart-assistant/views/stream/notes/smart-action.js
@@ -0,0 +1,45 @@
+define('custom:modules/smart-assistant/views/stream/notes/smart-action', ['views/stream/note'], function (NoteView) {
+
+    return NoteView.extend({
+
+        templateContent: '' +
+            '<div class="sa-action-note sa-action-{{status}}" style="padding: 6px 12px; border-radius: 8px; direction: rtl; text-align: right; font-size: 13px;">' +
+            '<span class="fas {{icon}}" style="margin-left: 6px;"></span>' +
+            '{{post}}' +
+            '</div>',
+
+        data: function () {
+            var data = NoteView.prototype.data.call(this);
+            var noteData = this.model.get('data') || {};
+            var status = noteData.status || 'executed';
+
+            data.status = status;
+
+            if (status === 'executed') {
+                data.icon = 'fa-check-circle';
+            } else if (status === 'rejected') {
+                data.icon = 'fa-ban';
+            } else {
+                data.icon = 'fa-exclamation-triangle';
+            }
+
+            return data;
+        },
+
+        afterRender: function () {
+            NoteView.prototype.afterRender.call(this);
+
+            var noteData = this.model.get('data') || {};
+            var status = noteData.status || 'executed';
+            var $note = this.$el.find('.sa-action-note');
+
+            if (status === 'executed') {
+                $note.css({background: '#e8f5e9', color: '#2e7d32'});
+            } else if (status === 'rejected') {
+                $note.css({background: '#f5f5f5', color: '#999'});
+            } else {
+                $note.css({background: '#fce4ec', color: '#c62828'});
+            }
+        },
+    });
+});
diff --git a/files/client/custom/src/modules/smart-assistant/views/stream/notes/smart-request.js b/files/client/custom/src/modules/smart-assistant/views/stream/notes/smart-request.js
new file mode 100644
index 0000000..72bbd76
--- /dev/null
+++ b/files/client/custom/src/modules/smart-assistant/views/stream/notes/smart-request.js
@@ -0,0 +1,15 @@
+define('custom:modules/smart-assistant/views/stream/notes/smart-request', ['views/stream/note'], function (NoteView) {
+
+    return NoteView.extend({
+
+        templateContent: '' +
+            '<div style="background: #e3f2fd; padding: 8px 12px; border-radius: 8px; direction: rtl; text-align: right; font-size: 13px;">' +
+            '<span class="fas fa-user" style="color: #1565c0; margin-left: 6px;"></span>' +
+            '{{post}}' +
+            '</div>',
+
+        setup: function () {
+            NoteView.prototype.setup.call(this);
+        },
+    });
+});
diff --git a/files/client/custom/src/modules/smart-assistant/views/stream/notes/smart-response.js b/files/client/custom/src/modules/smart-assistant/views/stream/notes/smart-response.js
new file mode 100644
index 0000000..005da1a
--- /dev/null
+++ b/files/client/custom/src/modules/smart-assistant/views/stream/notes/smart-response.js
@@ -0,0 +1,32 @@
+define('custom:modules/smart-assistant/views/stream/notes/smart-response', ['views/stream/note'], function (NoteView) {
+
+    return NoteView.extend({
+
+        templateContent: '' +
+            '<div style="background: #f5f0ff; padding: 8px 12px; border-radius: 8px; direction: rtl; text-align: right; font-size: 13px;">' +
+            '<span class="fas fa-robot" style="color: #5c6bc0; margin-left: 6px;"></span>' +
+            '{{{formattedPost}}}' +
+            '{{#if actionCount}}' +
+            '<span class="badge" style="background: #ff9800; margin-right: 8px;">{{actionCount}} פעולות</span>' +
+            '{{/if}}' +
+            '</div>',
+
+        data: function () {
+            var data = NoteView.prototype.data.call(this);
+            var noteData = this.model.get('data') || {};
+
+            data.formattedPost = this.formatPost(this.model.get('post'));
+            data.actionCount = (noteData.actions || []).length;
+
+            return data;
+        },
+
+        formatPost: function (text) {
+            if (!text) return '';
+            text = this.getHelper().escapeString(text);
+            text = text.replace(/\*\*(.*?)\*\*/g, '<strong>$1</strong>');
+            text = text.replace(/\n/g, '<br>');
+            return text;
+        },
+    });
+});
diff --git a/files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/FileStorageFactory.php b/files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/FileStorageFactory.php
new file mode 100644
index 0000000..e6cede9
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/FileStorageFactory.php
@@ -0,0 +1,54 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Classes\FileStorage;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Log;
+use Espo\Modules\NextCloudIntegration\Services\NextCloudService;
+
+class FileStorageFactory
+{
+    private Config $config;
+    private InjectableFactory $injectableFactory;
+    private Log $log;
+
+    public function __construct(Config $config, InjectableFactory $injectableFactory, Log $log)
+    {
+        $this->config = $config;
+        $this->injectableFactory = $injectableFactory;
+        $this->log = $log;
+    }
+
+    public function create(?string $userId = null): FileStorageInterface
+    {
+        $storageType = $this->config->get('assistantFileStorage', 'nextcloud');
+
+        return match ($storageType) {
+            'nextcloud' => $this->createNextCloud($userId),
+            'webdav' => $this->createWebDav(),
+            default => throw new Error("Unknown file storage type: {$storageType}"),
+        };
+    }
+
+    private function createNextCloud(?string $userId): NextCloudFileStorage
+    {
+        $nextCloudService = $this->injectableFactory->create(NextCloudService::class);
+        return new NextCloudFileStorage($nextCloudService->getClientForUser($userId));
+    }
+
+    private function createWebDav(): WebDavFileStorage
+    {
+        $url = $this->config->get('assistantWebDavUrl');
+        $user = $this->config->get('assistantWebDavUser');
+        $password = $this->config->get('assistantWebDavPassword');
+        $basePath = $this->config->get('assistantWebDavBasePath', '/webdav');
+
+        if (empty($url) || empty($user) || empty($password)) {
+            throw new Error('WebDAV file storage is not configured.');
+        }
+
+        return new WebDavFileStorage($url, $user, $password, $basePath);
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/FileStorageInterface.php b/files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/FileStorageInterface.php
new file mode 100644
index 0000000..caa6e51
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/FileStorageInterface.php
@@ -0,0 +1,12 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Classes\FileStorage;
+
+interface FileStorageInterface
+{
+    public function listFolder(string $path): array;
+    public function downloadFile(string $path): string;
+    public function move(string $source, string $destination): bool;
+    public function createFolder(string $path): bool;
+    public function exists(string $path): bool;
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/NextCloudFileStorage.php b/files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/NextCloudFileStorage.php
new file mode 100644
index 0000000..7314d0e
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/NextCloudFileStorage.php
@@ -0,0 +1,21 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Classes\FileStorage;
+
+use Espo\Modules\NextCloudIntegration\Classes\NextCloud\Client;
+
+class NextCloudFileStorage implements FileStorageInterface
+{
+    private Client $client;
+
+    public function __construct(Client $client)
+    {
+        $this->client = $client;
+    }
+
+    public function listFolder(string $path): array { return $this->client->listFolder($path); }
+    public function downloadFile(string $path): string { return $this->client->downloadFile($path); }
+    public function move(string $source, string $destination): bool { return $this->client->move($source, $destination); }
+    public function createFolder(string $path): bool { return $this->client->createFolderRecursive($path); }
+    public function exists(string $path): bool { return $this->client->exists($path); }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/WebDavFileStorage.php b/files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/WebDavFileStorage.php
new file mode 100644
index 0000000..2ff6746
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/WebDavFileStorage.php
@@ -0,0 +1,234 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Classes\FileStorage;
+
+use Espo\Core\Exceptions\Error;
+
+/**
+ * Generic WebDAV file storage adapter.
+ * Works with Synology NAS, ownCloud, and any standard WebDAV server.
+ * Uses only DAV-standard operations (no NextCloud/OCS-specific extensions).
+ */
+class WebDavFileStorage implements FileStorageInterface
+{
+    private string $baseUrl;
+    private string $username;
+    private string $password;
+    private string $webdavPath;
+
+    public function __construct(
+        string $baseUrl,
+        string $username,
+        string $password,
+        string $webdavPath = '/webdav'
+    ) {
+        $this->baseUrl = rtrim($baseUrl, '/');
+        $this->username = $username;
+        $this->password = $password;
+        $this->webdavPath = $webdavPath;
+    }
+
+    public function listFolder(string $path): array
+    {
+        $propfindXml = '<?xml version="1.0" encoding="UTF-8"?>
+            <d:propfind xmlns:d="DAV:">
+                <d:prop>
+                    <d:getlastmodified/>
+                    <d:getetag/>
+                    <d:getcontenttype/>
+                    <d:getcontentlength/>
+                    <d:resourcetype/>
+                </d:prop>
+            </d:propfind>';
+
+        $response = $this->request('PROPFIND', $path, $propfindXml, [
+            'Content-Type: application/xml',
+            'Depth: 1',
+        ]);
+
+        if ($response['status'] !== 207) {
+            throw new Error("Failed to list folder: HTTP " . $response['status']);
+        }
+
+        return $this->parsePropfindResponse($response['body'], $path);
+    }
+
+    public function downloadFile(string $path): string
+    {
+        $response = $this->request('GET', $path);
+
+        if ($response['status'] !== 200) {
+            throw new Error("Failed to download file: HTTP " . $response['status']);
+        }
+
+        return $response['body'];
+    }
+
+    public function move(string $source, string $destination): bool
+    {
+        $destUrl = $this->buildUrl($destination);
+
+        $response = $this->request('MOVE', $source, null, [
+            'Destination: ' . $destUrl,
+            'Overwrite: F',
+        ]);
+
+        if ($response['status'] !== 201 && $response['status'] !== 204) {
+            throw new Error("Failed to move: HTTP " . $response['status']);
+        }
+
+        return true;
+    }
+
+    public function createFolder(string $path): bool
+    {
+        $parts = array_filter(explode('/', $path));
+        $currentPath = '';
+
+        foreach ($parts as $part) {
+            $currentPath .= '/' . $part;
+            $response = $this->request('MKCOL', $currentPath);
+
+            // 201 = created, 405 = already exists
+            if ($response['status'] !== 201 && $response['status'] !== 405) {
+                throw new Error("Failed to create folder: HTTP " . $response['status']);
+            }
+        }
+
+        return true;
+    }
+
+    public function exists(string $path): bool
+    {
+        try {
+            $response = $this->request('PROPFIND', $path, null, ['Depth: 0']);
+            return $response['status'] === 207;
+        } catch (\Exception $e) {
+            return false;
+        }
+    }
+
+    private function buildUrl(string $path): string
+    {
+        $pathParts = explode('/', ltrim($path, '/'));
+        $encodedParts = array_map('rawurlencode', $pathParts);
+
+        return $this->baseUrl . $this->webdavPath . '/' . implode('/', $encodedParts);
+    }
+
+    /**
+     * @return array{status: int, body: string}
+     */
+    private function request(
+        string $method,
+        string $path,
+        ?string $body = null,
+        array $headers = []
+    ): array {
+        $url = $this->buildUrl($path);
+
+        $ch = curl_init();
+
+        $allHeaders = array_merge([
+            'Authorization: Basic ' . base64_encode($this->username . ':' . $this->password),
+        ], $headers);
+
+        curl_setopt_array($ch, [
+            CURLOPT_URL => $url,
+            CURLOPT_CUSTOMREQUEST => $method,
+            CURLOPT_RETURNTRANSFER => true,
+            CURLOPT_HTTPHEADER => $allHeaders,
+            CURLOPT_TIMEOUT => 120,
+            CURLOPT_SSL_VERIFYPEER => true,
+        ]);
+
+        if ($body !== null) {
+            curl_setopt($ch, CURLOPT_POSTFIELDS, $body);
+        }
+
+        $responseBody = curl_exec($ch);
+        $httpCode = curl_getinfo($ch, CURLINFO_HTTP_CODE);
+        $curlError = curl_error($ch);
+        curl_close($ch);
+
+        if ($curlError) {
+            throw new Error("WebDAV connection error: $curlError");
+        }
+
+        return [
+            'status' => $httpCode,
+            'body' => $responseBody,
+        ];
+    }
+
+    private function parsePropfindResponse(string $xml, string $basePath): array
+    {
+        $items = [];
+        $normalizedBasePath = '/' . trim($basePath, '/');
+
+        $doc = new \DOMDocument();
+        $doc->loadXML($xml);
+
+        $xpath = new \DOMXPath($doc);
+        $xpath->registerNamespace('d', 'DAV:');
+
+        $responses = $xpath->query('//d:response');
+
+        foreach ($responses as $response) {
+            $hrefNodes = $xpath->query('d:href', $response);
+            if ($hrefNodes->length === 0) {
+                continue;
+            }
+
+            $href = urldecode($hrefNodes->item(0)->textContent);
+
+            // Extract relative path by removing webdav prefix
+            $relativePath = $href;
+            $webdavPrefix = $this->webdavPath . '/';
+            if (($pos = strpos($href, $webdavPrefix)) !== false) {
+                $relativePath = substr($href, $pos + strlen($webdavPrefix));
+            }
+            $relativePath = '/' . trim($relativePath, '/');
+
+            // Skip the queried folder itself
+            if ($relativePath === $normalizedBasePath || $relativePath === $normalizedBasePath . '/') {
+                continue;
+            }
+
+            $propstat = $xpath->query('d:propstat/d:prop', $response)->item(0);
+            if (!$propstat) {
+                continue;
+            }
+
+            $resourceType = $xpath->query('d:resourcetype/d:collection', $propstat);
+            $isFolder = $resourceType->length > 0;
+
+            $contentLength = $xpath->query('d:getcontentlength', $propstat);
+            $size = $contentLength->length > 0 ? (int) $contentLength->item(0)->textContent : null;
+
+            $lastModified = $xpath->query('d:getlastmodified', $propstat);
+            $modified = $lastModified->length > 0 ? $lastModified->item(0)->textContent : null;
+
+            $contentType = $xpath->query('d:getcontenttype', $propstat);
+            $mimeType = $contentType->length > 0 ? $contentType->item(0)->textContent : null;
+
+            $items[] = [
+                'name' => basename($relativePath),
+                'path' => $relativePath,
+                'isFolder' => $isFolder,
+                'size' => $size,
+                'mimeType' => $isFolder ? 'folder' : $mimeType,
+                'modified' => $modified,
+            ];
+        }
+
+        usort($items, function ($a, $b) {
+            if ($a['isFolder'] !== $b['isFolder']) {
+                return $b['isFolder'] <=> $a['isFolder'];
+            }
+            return strcasecmp($a['name'], $b['name']);
+        });
+
+        return $items;
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Controllers/SmartAssistant.php b/files/custom/Espo/Modules/SmartAssistant/Controllers/SmartAssistant.php
new file mode 100644
index 0000000..97f5953
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Controllers/SmartAssistant.php
@@ -0,0 +1,167 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Controllers;
+
+use Espo\Core\Api\Request;
+use Espo\Core\Api\Response;
+use Espo\Core\Exceptions\BadRequest;
+use Espo\Core\Exceptions\Forbidden;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Acl;
+use Espo\Modules\SmartAssistant\Services\SmartAssistantService;
+use Espo\Modules\SmartAssistant\Services\CaseMemoryService;
+
+class SmartAssistant
+{
+    private InjectableFactory $injectableFactory;
+    private Acl $acl;
+
+    public function __construct(InjectableFactory $injectableFactory, Acl $acl)
+    {
+        $this->injectableFactory = $injectableFactory;
+        $this->acl = $acl;
+    }
+
+    private function getService(): SmartAssistantService
+    {
+        return $this->injectableFactory->create(SmartAssistantService::class);
+    }
+
+    private function checkAccess(): void
+    {
+        if (!$this->acl->checkScope('Case', 'read')) {
+            throw new Forbidden('No access to Case.');
+        }
+    }
+
+    public function postActionChat(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        if (empty($data->message)) {
+            throw new BadRequest('message is required.');
+        }
+
+        $mode = $data->mode ?? 'office';
+        $caseId = $data->caseId ?? null;
+
+        if ($mode === 'case' && empty($caseId)) {
+            throw new BadRequest('caseId is required for case mode.');
+        }
+
+        return $this->getService()->chat(
+            trim($data->message),
+            $mode,
+            $caseId,
+            $data->conversationId ?? null
+        );
+    }
+
+    public function postActionExecute(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        if (empty($data->conversationId) || empty($data->actionId)) {
+            throw new BadRequest('conversationId and actionId are required.');
+        }
+
+        return $this->getService()->executeAction(
+            $data->conversationId,
+            $data->actionId,
+            (bool) ($data->approved ?? false)
+        );
+    }
+
+    public function getActionSummary(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        return $this->getService()->getSummary();
+    }
+
+    public function getActionAlerts(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        return $this->getService()->getAlerts();
+    }
+
+    public function getActionHistory(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $caseId = $request->getQueryParam('caseId');
+        return $this->getService()->getHistory($caseId);
+    }
+
+    public function getActionConversations(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $type = $request->getQueryParam('type');
+        return $this->getService()->getConversations($type);
+    }
+
+    public function getActionConversationMessages(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $key = $request->getQueryParam('conversationKey');
+
+        if (empty($key)) {
+            throw new BadRequest('conversationKey is required.');
+        }
+
+        return $this->getService()->getConversationMessages($key);
+    }
+
+    public function getActionSearchHistory(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $query = $request->getQueryParam('query');
+
+        if (empty($query)) {
+            throw new BadRequest('query is required.');
+        }
+
+        return $this->getService()->searchHistory($query);
+    }
+
+    public function getActionCaseMemory(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $caseId = $request->getQueryParam('caseId');
+
+        if (empty($caseId)) {
+            throw new BadRequest('caseId is required.');
+        }
+
+        $category = $request->getQueryParam('category');
+        $includeArchived = (bool) $request->getQueryParam('includeArchived');
+
+        $service = $this->injectableFactory->create(CaseMemoryService::class);
+        return $service->getMemoriesByCase($caseId, $category, $includeArchived);
+    }
+
+    public function postActionSaveMemory(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        if (empty($data->caseId) || empty($data->content)) {
+            throw new BadRequest('caseId and content are required.');
+        }
+
+        $service = $this->injectableFactory->create(CaseMemoryService::class);
+        $entry = $service->createMemory(
+            $data->caseId,
+            $data->category ?? 'key_facts',
+            $data->name ?? mb_substr($data->content, 0, 100),
+            $data->content,
+            $data->importance ?? 'normal',
+            'manual'
+        );
+
+        return [
+            'success' => true,
+            'id' => $entry->get('id'),
+        ];
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Hooks/Case/CaseFieldChangeMemory.php b/files/custom/Espo/Modules/SmartAssistant/Hooks/Case/CaseFieldChangeMemory.php
new file mode 100644
index 0000000..67c2545
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Hooks/Case/CaseFieldChangeMemory.php
@@ -0,0 +1,74 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Hooks\Case;
+
+use Espo\ORM\Entity;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Utils\Log;
+use Espo\Modules\SmartAssistant\Services\CaseMemoryService;
+
+class CaseFieldChangeMemory
+{
+    private InjectableFactory $injectableFactory;
+    private Log $log;
+
+    public function __construct(InjectableFactory $injectableFactory, Log $log)
+    {
+        $this->injectableFactory = $injectableFactory;
+        $this->log = $log;
+    }
+
+    public function afterSave(Entity $entity, array $options): void
+    {
+        if (!empty($options['skipSmartAssistantHook'])) return;
+
+        $caseId = $entity->get('id');
+        $service = $this->injectableFactory->create(CaseMemoryService::class);
+
+        // Status change
+        if ($entity->isAttributeChanged('status')) {
+            $old = $entity->getFetched('status');
+            $new = $entity->get('status');
+            $service->createMemory(
+                $caseId, 'timeline',
+                "שינוי סטטוס: {$old} → {$new}",
+                "סטטוס התיק שונה מ-\"{$old}\" ל-\"{$new}\"",
+                'normal', 'auto',
+                'Case', $caseId
+            );
+        }
+
+        // Next hearing change
+        if ($entity->isAttributeChanged('cNextHearing') && $entity->get('cNextHearing')) {
+            $service->createMemory(
+                $caseId, 'timeline',
+                "דיון נקבע ל-" . $entity->get('cNextHearing'),
+                "דיון הבא נקבע לתאריך: " . $entity->get('cNextHearing'),
+                'high', 'auto',
+                'Case', $caseId
+            );
+        }
+
+        // Judge change
+        if ($entity->isAttributeChanged('cJudge') && $entity->get('cJudge')) {
+            $service->createMemory(
+                $caseId, 'key_facts',
+                "שופט: " . $entity->get('cJudge'),
+                "השופט/ת בתיק: " . ($entity->get('cJudgeTitle') ?? '') . " " . $entity->get('cJudge'),
+                'normal', 'auto',
+                'Case', $caseId
+            );
+        }
+
+        // Court change
+        if ($entity->isAttributeChanged('cCourt') && $entity->get('cCourt')) {
+            $service->createMemory(
+                $caseId, 'key_facts',
+                "בית משפט: " . $entity->get('cCourt'),
+                "התיק נדון בבית המשפט: " . $entity->get('cCourt'),
+                'normal', 'auto',
+                'Case', $caseId
+            );
+        }
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Hooks/Meeting/HearingScheduledMemory.php b/files/custom/Espo/Modules/SmartAssistant/Hooks/Meeting/HearingScheduledMemory.php
new file mode 100644
index 0000000..a85f713
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Hooks/Meeting/HearingScheduledMemory.php
@@ -0,0 +1,44 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Hooks\Meeting;
+
+use Espo\ORM\Entity;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Utils\Log;
+use Espo\Modules\SmartAssistant\Services\CaseMemoryService;
+
+class HearingScheduledMemory
+{
+    private InjectableFactory $injectableFactory;
+    private Log $log;
+
+    public function __construct(InjectableFactory $injectableFactory, Log $log)
+    {
+        $this->injectableFactory = $injectableFactory;
+        $this->log = $log;
+    }
+
+    public function afterSave(Entity $entity, array $options): void
+    {
+        if (!$entity->isNew()) return;
+        if ($entity->get('parentType') !== 'Case' || !$entity->get('parentId')) return;
+
+        $name = $entity->get('name') ?? '';
+        $isHearing = mb_stripos($name, 'דיון') !== false || mb_stripos($name, 'hearing') !== false;
+        if (!$isHearing) return;
+
+        try {
+            $service = $this->injectableFactory->create(CaseMemoryService::class);
+            $service->createMemory(
+                $entity->get('parentId'),
+                'timeline',
+                "דיון: " . $name,
+                "נקבע דיון: {$name}\nתאריך: " . ($entity->get('dateStart') ?? 'לא ידוע'),
+                'high', 'auto',
+                'Meeting', $entity->get('id')
+            );
+        } catch (\Exception $e) {
+            $this->log->warning("SmartAssistant: Failed to create hearing memory: " . $e->getMessage());
+        }
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/Case.json b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/Case.json
new file mode 100644
index 0000000..a2c317c
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/Case.json
@@ -0,0 +1,5 @@
+{
+    "links": {
+        "caseMemories": "Case Memory"
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/CaseMemory.json b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/CaseMemory.json
new file mode 100644
index 0000000..4e9064b
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/CaseMemory.json
@@ -0,0 +1,49 @@
+{
+    "labels": {
+        "Create CaseMemory": "Add Memory",
+        "Case Memory": "Case Memory"
+    },
+    "fields": {
+        "name": "Title",
+        "case": "Case",
+        "category": "Category",
+        "content": "Content",
+        "source": "Source",
+        "importance": "Importance",
+        "sourceEntityType": "Source Entity Type",
+        "sourceEntityId": "Source Entity ID",
+        "isPinned": "Pinned",
+        "isArchived": "Archived",
+        "assignedUser": "Assigned User",
+        "teams": "Teams",
+        "createdAt": "Created At",
+        "modifiedAt": "Modified At",
+        "createdBy": "Created By",
+        "modifiedBy": "Modified By"
+    },
+    "links": {
+        "case": "Case"
+    },
+    "options": {
+        "category": {
+            "key_facts": "Key Facts",
+            "strategy": "Strategy",
+            "decisions": "Decisions",
+            "contacts_notes": "Contact Notes",
+            "timeline": "Timeline",
+            "documents_notes": "Document Notes",
+            "billing_notes": "Billing Notes"
+        },
+        "source": {
+            "manual": "Manual",
+            "assistant": "AI Assistant",
+            "auto": "Automatic"
+        },
+        "importance": {
+            "low": "Low",
+            "normal": "Normal",
+            "high": "High",
+            "critical": "Critical"
+        }
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/Global.json b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/Global.json
new file mode 100644
index 0000000..448d8ec
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/Global.json
@@ -0,0 +1,10 @@
+{
+    "scopeNames": {
+        "CaseMemory": "Case Memory",
+        "SmartAssistant": "Smart Assistant"
+    },
+    "scopeNamesPlural": {
+        "CaseMemory": "Case Memories",
+        "SmartAssistant": "Smart Assistant"
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/Integration.json b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/Integration.json
new file mode 100644
index 0000000..82814f0
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/Integration.json
@@ -0,0 +1,11 @@
+{
+    "SmartAssistant": "Smart Assistant",
+    "fields": {
+        "webhookUrl": "Webhook URL",
+        "apiKey": "API Key",
+        "maxMessagesPerHour": "Max Messages Per Hour",
+        "inactivityWarningDays": "Inactivity Warning Days",
+        "inactivityCriticalDays": "Inactivity Critical Days",
+        "upcomingHearingDays": "Upcoming Hearing Days"
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/SmartAssistant.json b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/SmartAssistant.json
new file mode 100644
index 0000000..298d0f2
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/SmartAssistant.json
@@ -0,0 +1,30 @@
+{
+    "labels": {
+        "Smart Assistant": "Smart Assistant",
+        "Office Mode": "Office Mode",
+        "Case Mode": "Case Mode",
+        "Add Memory": "Add Memory",
+        "Search Memory": "Search Memory",
+        "New Conversation": "New Conversation",
+        "Conversation History": "Conversation History",
+        "Previous Conversations": "Previous Conversations",
+        "No previous conversations": "No previous conversations",
+        "Ask the assistant...": "Ask the assistant...",
+        "Thinking": "Thinking...",
+        "Error": "Communication error",
+        "Back": "Back",
+        "Chat with the assistant": "Chat with the assistant",
+        "Case Memory": "Case Memory",
+        "Pin": "Pin",
+        "Unpin": "Unpin",
+        "Archive": "Archive",
+        "All Categories": "All Categories",
+        "Pinned": "Pinned",
+        "Memory saved": "Memory saved",
+        "No memories yet": "No memories yet",
+        "Open Cases": "Open Cases",
+        "Overdue Tasks": "Overdue Tasks",
+        "Hearings This Week": "Hearings This Week",
+        "Attention Needed": "Attention Needed"
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/Case.json b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/Case.json
new file mode 100644
index 0000000..fd1b81f
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/Case.json
@@ -0,0 +1,5 @@
+{
+    "links": {
+        "caseMemories": "זיכרון תיק"
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/CaseMemory.json b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/CaseMemory.json
new file mode 100644
index 0000000..d59fd00
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/CaseMemory.json
@@ -0,0 +1,49 @@
+{
+    "labels": {
+        "Create CaseMemory": "הוסף זיכרון",
+        "Case Memory": "זיכרון תיק"
+    },
+    "fields": {
+        "name": "כותרת",
+        "case": "תיק",
+        "category": "קטגוריה",
+        "content": "תוכן",
+        "source": "מקור",
+        "importance": "חשיבות",
+        "sourceEntityType": "סוג ישות מקור",
+        "sourceEntityId": "מזהה ישות מקור",
+        "isPinned": "מוצמד",
+        "isArchived": "בארכיון",
+        "assignedUser": "משתמש אחראי",
+        "teams": "צוותים",
+        "createdAt": "נוצר ב",
+        "modifiedAt": "עודכן ב",
+        "createdBy": "נוצר ע\"י",
+        "modifiedBy": "עודכן ע\"י"
+    },
+    "links": {
+        "case": "תיק"
+    },
+    "options": {
+        "category": {
+            "key_facts": "עובדות מרכזיות",
+            "strategy": "אסטרטגיה",
+            "decisions": "החלטות",
+            "contacts_notes": "הערות אנשי קשר",
+            "timeline": "ציר זמן",
+            "documents_notes": "הערות מסמכים",
+            "billing_notes": "הערות חיוב"
+        },
+        "source": {
+            "manual": "ידני",
+            "assistant": "עוזר AI",
+            "auto": "אוטומטי"
+        },
+        "importance": {
+            "low": "נמוכה",
+            "normal": "רגילה",
+            "high": "גבוהה",
+            "critical": "קריטית"
+        }
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/Global.json b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/Global.json
new file mode 100644
index 0000000..18a3fbf
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/Global.json
@@ -0,0 +1,10 @@
+{
+    "scopeNames": {
+        "CaseMemory": "זיכרון תיק",
+        "SmartAssistant": "עוזר חכם"
+    },
+    "scopeNamesPlural": {
+        "CaseMemory": "זיכרונות תיקים",
+        "SmartAssistant": "עוזר חכם"
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/Integration.json b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/Integration.json
new file mode 100644
index 0000000..5dc7191
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/Integration.json
@@ -0,0 +1,11 @@
+{
+    "SmartAssistant": "עוזר חכם",
+    "fields": {
+        "webhookUrl": "כתובת Webhook",
+        "apiKey": "מפתח API",
+        "maxMessagesPerHour": "מקסימום הודעות לשעה",
+        "inactivityWarningDays": "ימים לאזהרת חוסר פעילות",
+        "inactivityCriticalDays": "ימים לאזהרה קריטית",
+        "upcomingHearingDays": "ימים לפני דיון"
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/SmartAssistant.json b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/SmartAssistant.json
new file mode 100644
index 0000000..e923283
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/SmartAssistant.json
@@ -0,0 +1,30 @@
+{
+    "labels": {
+        "Smart Assistant": "עוזר חכם",
+        "Office Mode": "מצב משרד",
+        "Case Mode": "מצב תיק",
+        "Add Memory": "הוסף זיכרון",
+        "Search Memory": "חפש בזיכרון",
+        "New Conversation": "שיחה חדשה",
+        "Conversation History": "היסטוריית שיחות",
+        "Previous Conversations": "שיחות קודמות",
+        "No previous conversations": "אין שיחות קודמות",
+        "Ask the assistant...": "שאל/י את העוזר...",
+        "Thinking": "חושב...",
+        "Error": "שגיאה בתקשורת",
+        "Back": "חזרה",
+        "Chat with the assistant": "שוחח/י עם העוזר החכם",
+        "Case Memory": "זיכרון תיק",
+        "Pin": "הצמד",
+        "Unpin": "הסר הצמדה",
+        "Archive": "העבר לארכיון",
+        "All Categories": "כל הקטגוריות",
+        "Pinned": "מוצמדים",
+        "Memory saved": "נשמר בזיכרון",
+        "No memories yet": "אין זיכרונות עדיין",
+        "Open Cases": "תיקים פתוחים",
+        "Overdue Tasks": "משימות באיחור",
+        "Hearings This Week": "דיונים השבוע",
+        "Attention Needed": "דורשים תשומת לב"
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/clientDefs/App.json b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/clientDefs/App.json
new file mode 100644
index 0000000..b9f3929
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/clientDefs/App.json
@@ -0,0 +1,3 @@
+{
+    "navbarView": "custom:modules/smart-assistant/views/site/navbar"
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/dashlets/SmartAssistant.json b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/dashlets/SmartAssistant.json
new file mode 100644
index 0000000..6585296
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/dashlets/SmartAssistant.json
@@ -0,0 +1,5 @@
+{
+    "view": "custom:modules/smart-assistant/views/dashlets/smart-assistant",
+    "optionsView": "custom:modules/smart-assistant/views/dashlets/options/smart-assistant",
+    "aclScope": "Case"
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/entityDefs/Case.json b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/entityDefs/Case.json
new file mode 100644
index 0000000..3266f1d
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/entityDefs/Case.json
@@ -0,0 +1,10 @@
+{
+    "links": {
+        "caseMemories": {
+            "type": "hasMany",
+            "entity": "CaseMemory",
+            "foreign": "case",
+            "layoutRelationshipsDisabled": true
+        }
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/entityDefs/CaseMemory.json b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/entityDefs/CaseMemory.json
new file mode 100644
index 0000000..950c9bb
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/entityDefs/CaseMemory.json
@@ -0,0 +1,143 @@
+{
+    "fields": {
+        "name": {
+            "type": "varchar",
+            "maxLength": 255,
+            "required": true
+        },
+        "case": {
+            "type": "link",
+            "required": true
+        },
+        "category": {
+            "type": "enum",
+            "options": [
+                "key_facts",
+                "strategy",
+                "decisions",
+                "contacts_notes",
+                "timeline",
+                "documents_notes",
+                "billing_notes"
+            ],
+            "default": "key_facts",
+            "required": true,
+            "style": {
+                "key_facts": "primary",
+                "strategy": "info",
+                "decisions": "warning",
+                "contacts_notes": "default",
+                "timeline": "success",
+                "documents_notes": "default",
+                "billing_notes": "default"
+            }
+        },
+        "content": {
+            "type": "text",
+            "required": true
+        },
+        "source": {
+            "type": "enum",
+            "options": ["manual", "assistant", "auto"],
+            "default": "manual",
+            "readOnly": true
+        },
+        "importance": {
+            "type": "enum",
+            "options": ["low", "normal", "high", "critical"],
+            "default": "normal",
+            "style": {
+                "low": "default",
+                "normal": "primary",
+                "high": "warning",
+                "critical": "danger"
+            }
+        },
+        "isPinned": {
+            "type": "bool",
+            "default": false
+        },
+        "isArchived": {
+            "type": "bool",
+            "default": false
+        },
+        "sourceEntityType": {
+            "type": "varchar",
+            "maxLength": 100,
+            "readOnly": true
+        },
+        "sourceEntityId": {
+            "type": "varchar",
+            "maxLength": 36,
+            "readOnly": true
+        },
+        "assignedUser": {
+            "type": "link",
+            "view": "views/fields/assigned-user"
+        },
+        "teams": {
+            "type": "linkMultiple",
+            "view": "views/fields/teams"
+        },
+        "createdAt": {
+            "type": "datetime",
+            "readOnly": true
+        },
+        "modifiedAt": {
+            "type": "datetime",
+            "readOnly": true
+        },
+        "createdBy": {
+            "type": "link",
+            "readOnly": true
+        },
+        "modifiedBy": {
+            "type": "link",
+            "readOnly": true
+        }
+    },
+    "links": {
+        "case": {
+            "type": "belongsTo",
+            "entity": "Case",
+            "foreign": "caseMemories"
+        },
+        "assignedUser": {
+            "type": "belongsTo",
+            "entity": "User"
+        },
+        "teams": {
+            "type": "hasMany",
+            "entity": "Team",
+            "relationName": "entityTeam",
+            "layoutRelationshipsDisabled": true
+        },
+        "createdBy": {
+            "type": "belongsTo",
+            "entity": "User"
+        },
+        "modifiedBy": {
+            "type": "belongsTo",
+            "entity": "User"
+        }
+    },
+    "collection": {
+        "orderBy": "createdAt",
+        "order": "desc",
+        "textFilterFields": ["name", "content"]
+    },
+    "indexes": {
+        "caseId": {
+            "columns": ["caseId", "deleted"]
+        },
+        "caseCategory": {
+            "columns": ["caseId", "category", "deleted"]
+        },
+        "casePinned": {
+            "columns": ["caseId", "isPinned", "deleted"]
+        },
+        "importance": {
+            "columns": ["importance", "deleted"]
+        }
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/entityDefs/Note.json b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/entityDefs/Note.json
new file mode 100644
index 0000000..895f7a4
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/entityDefs/Note.json
@@ -0,0 +1,12 @@
+{
+    "fields": {
+        "type": {
+            "options": [
+                "__APPEND__",
+                "SmartRequest",
+                "SmartResponse",
+                "SmartAction"
+            ]
+        }
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/integrations/SmartAssistant.json b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/integrations/SmartAssistant.json
new file mode 100644
index 0000000..2905a27
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/integrations/SmartAssistant.json
@@ -0,0 +1,30 @@
+{
+    "fields": {
+        "webhookUrl": {
+            "type": "url",
+            "required": true
+        },
+        "apiKey": {
+            "type": "varchar",
+            "maxLength": 255
+        },
+        "maxMessagesPerHour": {
+            "type": "int",
+            "default": 30
+        },
+        "inactivityWarningDays": {
+            "type": "int",
+            "default": 14
+        },
+        "inactivityCriticalDays": {
+            "type": "int",
+            "default": 30
+        },
+        "upcomingHearingDays": {
+            "type": "int",
+            "default": 7
+        }
+    },
+    "allowUserAccess": false,
+    "view": "views/admin/integrations/edit"
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/detail.json b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/detail.json
new file mode 100644
index 0000000..a08e3f4
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/detail.json
@@ -0,0 +1,13 @@
+[
+    {
+        "label": "Overview",
+        "rows": [
+            [{"name": "name"}, {"name": "category"}],
+            [{"name": "importance"}, {"name": "source"}],
+            [{"name": "content", "fullWidth": true}],
+            [{"name": "case"}, {"name": "isPinned"}],
+            [{"name": "isArchived"}, {"name": "createdAt"}],
+            [{"name": "assignedUser"}, {"name": "modifiedAt"}]
+        ]
+    }
+]
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/detailSmall.json b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/detailSmall.json
new file mode 100644
index 0000000..fde14c5
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/detailSmall.json
@@ -0,0 +1,10 @@
+[
+    {
+        "rows": [
+            [{"name": "name"}],
+            [{"name": "category"}],
+            [{"name": "importance"}],
+            [{"name": "content"}]
+        ]
+    }
+]
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/list.json b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/list.json
new file mode 100644
index 0000000..495200e
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/list.json
@@ -0,0 +1,9 @@
+[
+    {"name": "name", "width": 30},
+    {"name": "category", "width": 15},
+    {"name": "importance", "width": 10},
+    {"name": "source", "width": 10},
+    {"name": "isPinned", "width": 5},
+    {"name": "case", "width": 15},
+    {"name": "createdAt", "width": 15}
+]
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/listSmall.json b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/listSmall.json
new file mode 100644
index 0000000..ad338d7
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/CaseMemory/listSmall.json
@@ -0,0 +1,6 @@
+[
+    {"name": "name", "width": 40},
+    {"name": "category", "width": 20},
+    {"name": "importance", "width": 15},
+    {"name": "createdAt", "width": 25}
+]
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/scopes/CaseMemory.json b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/scopes/CaseMemory.json
new file mode 100644
index 0000000..3107b65
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/metadata/scopes/CaseMemory.json
@@ -0,0 +1,13 @@
+{
+    "entity": true,
+    "object": true,
+    "module": "SmartAssistant",
+    "acl": true,
+    "aclActionList": ["create", "read", "edit", "delete"],
+    "aclLevelList": ["all", "team", "own", "no"],
+    "tab": false,
+    "stream": false,
+    "disabled": false,
+    "importable": false,
+    "customizable": true
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/module.json b/files/custom/Espo/Modules/SmartAssistant/Resources/module.json
new file mode 100644
index 0000000..7708347
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/module.json
@@ -0,0 +1,9 @@
+{
+    "order": 37,
+    "version": "1.0.0",
+    "requires": {
+        "espocrm": ">=8.0.0"
+    },
+    "author": "klear",
+    "description": "Unified AI Assistant for Legal CRM"
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Resources/routes.json b/files/custom/Espo/Modules/SmartAssistant/Resources/routes.json
new file mode 100644
index 0000000..f05e8a0
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Resources/routes.json
@@ -0,0 +1,82 @@
+[
+    {
+        "route": "/SmartAssistant/action/chat",
+        "method": "post",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "chat"
+        }
+    },
+    {
+        "route": "/SmartAssistant/action/execute",
+        "method": "post",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "execute"
+        }
+    },
+    {
+        "route": "/SmartAssistant/action/summary",
+        "method": "get",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "summary"
+        }
+    },
+    {
+        "route": "/SmartAssistant/action/alerts",
+        "method": "get",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "alerts"
+        }
+    },
+    {
+        "route": "/SmartAssistant/action/history",
+        "method": "get",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "history"
+        }
+    },
+    {
+        "route": "/SmartAssistant/action/conversations",
+        "method": "get",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "conversations"
+        }
+    },
+    {
+        "route": "/SmartAssistant/action/conversationMessages",
+        "method": "get",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "conversationMessages"
+        }
+    },
+    {
+        "route": "/SmartAssistant/action/searchHistory",
+        "method": "get",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "searchHistory"
+        }
+    },
+    {
+        "route": "/SmartAssistant/action/caseMemory",
+        "method": "get",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "caseMemory"
+        }
+    },
+    {
+        "route": "/SmartAssistant/action/saveMemory",
+        "method": "post",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "saveMemory"
+        }
+    }
+]
diff --git a/files/custom/Espo/Modules/SmartAssistant/Services/ActionExecutor.php b/files/custom/Espo/Modules/SmartAssistant/Services/ActionExecutor.php
new file mode 100644
index 0000000..a8ceb02
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Services/ActionExecutor.php
@@ -0,0 +1,231 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\InjectableFactory;
+use Espo\ORM\EntityManager;
+use Espo\Core\Utils\Log;
+
+class ActionExecutor
+{
+    private EntityManager $entityManager;
+    private InjectableFactory $injectableFactory;
+    private Log $log;
+
+    public function __construct(EntityManager $entityManager, InjectableFactory $injectableFactory, Log $log)
+    {
+        $this->entityManager = $entityManager;
+        $this->injectableFactory = $injectableFactory;
+        $this->log = $log;
+    }
+
+    public const VALID_STATUSES = [
+        'New' => 'חדש', 'Assigned' => 'בטיפול', 'Pending' => 'ממתין',
+        'PendingHearing' => 'ממתין לדיון', 'PendingDecision' => 'ממתין להחלטה',
+        'PendingResponse' => 'ממתין לתשובה', 'Negotiation' => 'משא ומתן',
+        'Suspended' => 'מושהה', 'ClosedSettlement' => 'סגור - הסכם',
+        'ClosedJudgment' => 'סגור - פס״ד', 'Closed' => 'סגור', 'Rejected' => 'נדחה',
+    ];
+
+    public function execute(string $tool, array $params, ?string $caseId, string $userId): array
+    {
+        $this->log->debug("SmartAssistant: Executing tool={$tool} for case={$caseId}");
+
+        return match ($tool) {
+            'create_task' => $this->createTask($params, $caseId, $userId),
+            'add_note' => $this->addNote($params, $caseId, $userId),
+            'change_status' => $this->changeStatus($params, $caseId),
+            'create_meeting' => $this->createMeeting($params, $caseId, $userId),
+            'schedule_hearing' => $this->scheduleHearing($params, $caseId, $userId),
+            'list_documents' => $this->listDocuments($caseId),
+            'analyze_document' => $this->analyzeDocument($params, $caseId),
+            'rename_document' => $this->renameDocument($params),
+            'save_memory' => $this->saveMemory($params, $caseId, $userId),
+            default => throw new Error("Unknown tool: {$tool}"),
+        };
+    }
+
+    private function saveMemory(array $params, ?string $caseId, string $userId): array
+    {
+        if (!$caseId) {
+            throw new Error('save_memory requires a case context.');
+        }
+
+        $service = $this->injectableFactory->create(CaseMemoryService::class);
+        $content = $params['content'] ?? '';
+        $name = $params['name'] ?? mb_substr($content, 0, 100);
+
+        $entry = $service->createMemory(
+            $caseId,
+            $params['category'] ?? 'key_facts',
+            $name,
+            $content,
+            $params['importance'] ?? 'normal',
+            'assistant'
+        );
+
+        return [
+            'success' => true,
+            'message' => "נשמר בזיכרון התיק: \"{$name}\"",
+            'entityType' => 'CaseMemory',
+            'entityId' => $entry->get('id'),
+        ];
+    }
+
+    private function createTask(array $params, ?string $caseId, string $userId): array
+    {
+        $task = $this->entityManager->getNewEntity('Task');
+        $task->set([
+            'name' => $params['name'] ?? 'משימה חדשה',
+            'status' => 'Not Started',
+            'priority' => $params['priority'] ?? 'Normal',
+            'dateEnd' => $this->normalizeDateTime($params['dateEnd'] ?? null),
+            'description' => $params['description'] ?? null,
+            'parentType' => 'Case', 'parentId' => $caseId,
+            'assignedUserId' => $params['assignedUserId'] ?? $userId,
+        ]);
+        $this->entityManager->saveEntity($task);
+        return ['success' => true, 'message' => "משימה \"{$params['name']}\" נוצרה בהצלחה", 'entityType' => 'Task', 'entityId' => $task->get('id')];
+    }
+
+    private function addNote(array $params, ?string $caseId, string $userId): array
+    {
+        $note = $this->entityManager->getNewEntity('Note');
+        $note->set(['type' => 'Post', 'post' => $params['post'] ?? '', 'parentType' => 'Case', 'parentId' => $caseId, 'createdById' => $userId]);
+        $this->entityManager->saveEntity($note);
+        return ['success' => true, 'message' => 'הערה נוספה לתיק', 'entityType' => 'Note', 'entityId' => $note->get('id')];
+    }
+
+    private function changeStatus(array $params, ?string $caseId): array
+    {
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) throw new NotFound("Case {$caseId} not found.");
+
+        $oldStatus = $case->get('status');
+        $newStatus = $params['status'] ?? null;
+        if (!$newStatus) throw new Error('status parameter is required.');
+        if (!isset(self::VALID_STATUSES[$newStatus])) {
+            throw new Error("Invalid status '{$newStatus}'. Valid: " . implode(', ', array_keys(self::VALID_STATUSES)));
+        }
+
+        $case->set('status', $newStatus);
+        $case->set('cLegalStatusManual', true);
+        $this->entityManager->saveEntity($case);
+
+        return ['success' => true, 'message' => "סטטוס תיק שונה מ-\"" . (self::VALID_STATUSES[$oldStatus] ?? $oldStatus) . "\" ל-\"" . self::VALID_STATUSES[$newStatus] . "\"", 'entityType' => 'Case', 'entityId' => $caseId];
+    }
+
+    private function createMeeting(array $params, ?string $caseId, string $userId): array
+    {
+        $meeting = $this->entityManager->getNewEntity('Meeting');
+        $meeting->set([
+            'name' => $params['name'] ?? 'פגישה חדשה', 'status' => 'Planned',
+            'dateStart' => $this->normalizeDateTime($params['dateStart'] ?? null),
+            'dateEnd' => $this->normalizeDateTime($params['dateEnd'] ?? null),
+            'description' => $params['description'] ?? null,
+            'parentType' => 'Case', 'parentId' => $caseId, 'assignedUserId' => $userId,
+        ]);
+        $this->entityManager->saveEntity($meeting);
+        return ['success' => true, 'message' => "פגישה \"{$params['name']}\" נקבעה בהצלחה", 'entityType' => 'Meeting', 'entityId' => $meeting->get('id')];
+    }
+
+    private function scheduleHearing(array $params, ?string $caseId, string $userId): array
+    {
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) throw new NotFound("Case {$caseId} not found.");
+
+        $dateTime = $this->normalizeDateTime($params['dateTime'] ?? null);
+        if ($dateTime) {
+            $case->set('cNextHearing', $dateTime);
+            $this->entityManager->saveEntity($case);
+        }
+
+        $meetingName = $params['description'] ?? 'דיון בבית המשפט';
+        if (!empty($params['court'])) $meetingName .= ' - ' . $params['court'];
+        $dateEnd = $dateTime ? date('Y-m-d H:i:s', strtotime($dateTime) + 3600) : null;
+
+        $meeting = $this->entityManager->getNewEntity('Meeting');
+        $meeting->set([
+            'name' => $meetingName, 'status' => 'Planned',
+            'dateStart' => $dateTime, 'dateEnd' => $dateEnd,
+            'description' => $params['description'] ?? null,
+            'parentType' => 'Case', 'parentId' => $caseId, 'assignedUserId' => $userId,
+        ]);
+        $this->entityManager->saveEntity($meeting);
+        return ['success' => true, 'message' => "דיון נקבע ל-{$dateTime}", 'entityType' => 'Meeting', 'entityId' => $meeting->get('id')];
+    }
+
+    private function listDocuments(?string $caseId): array
+    {
+        if (!$caseId) return ['success' => true, 'message' => 'לא ניתן להציג מסמכים ללא תיק'];
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $result = $analyzer->listDocumentsRecursive($caseId);
+
+        if ($result['totalFiles'] === 0) return ['success' => true, 'message' => 'לא נמצאו מסמכים בתיק'];
+
+        $lines = ["נמצאו {$result['totalFiles']} מסמכים בתיק:", ''];
+        foreach ($result['folders'] as $folder) {
+            $lines[] = "📁 {$folder['name']} (" . count($folder['files']) . " קבצים)";
+            foreach ($folder['files'] as $file) {
+                $lines[] = "   - {$file['name']} (" . $this->formatFileSize($file['size']) . ")";
+            }
+        }
+        if (!empty($result['rootFiles'])) {
+            $lines[] = '';
+            $lines[] = "📄 קבצים בתיקייה הראשית:";
+            foreach ($result['rootFiles'] as $file) {
+                $lines[] = "   - {$file['name']} (" . $this->formatFileSize($file['size']) . ")";
+            }
+        }
+
+        return ['success' => true, 'message' => implode("\n", $lines), 'data' => $result];
+    }
+
+    private function analyzeDocument(array $params, ?string $caseId): array
+    {
+        $filePath = $params['filePath'] ?? null;
+        if (!$filePath) throw new Error('filePath parameter is required.');
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $lines = ["ניתוח מסמך: " . basename($filePath)];
+        $text = $analyzer->extractTextContent($filePath);
+
+        if ($text) {
+            $lines = array_merge($lines, ['', 'תוכן מתוך המסמך:', '---', $text, '---', '', 'ניתן להשתמש בכלי rename_document כדי לשנות את שם הקובץ.']);
+        } else {
+            $lines[] = 'לא ניתן לחלץ טקסט מהמסמך';
+        }
+
+        return ['success' => true, 'message' => implode("\n", $lines), 'data' => ['filePath' => $filePath, 'hasTextContent' => $text !== null]];
+    }
+
+    private function renameDocument(array $params): array
+    {
+        $sourcePath = $params['sourcePath'] ?? null;
+        $newName = $params['newName'] ?? null;
+        if (!$sourcePath) throw new Error('sourcePath parameter is required.');
+        if (!$newName) throw new Error('newName parameter is required.');
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $result = $analyzer->renameDocument($sourcePath, $newName);
+        return ['success' => true, 'message' => "המסמך שונה מ-\"{$result['oldName']}\" ל-\"{$result['newName']}\"", 'data' => $result];
+    }
+
+    private function normalizeDateTime(?string $value): ?string
+    {
+        if ($value === null || $value === '') return null;
+        $ts = strtotime($value);
+        return $ts === false ? null : date('Y-m-d H:i:s', $ts);
+    }
+
+    private function formatFileSize(?int $bytes): string
+    {
+        if ($bytes === null) return '?';
+        if ($bytes >= 1048576) return round($bytes / 1048576, 1) . ' MB';
+        if ($bytes >= 1024) return round($bytes / 1024, 1) . ' KB';
+        return $bytes . ' B';
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Services/AlertCalculator.php b/files/custom/Espo/Modules/SmartAssistant/Services/AlertCalculator.php
new file mode 100644
index 0000000..03e51bb
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Services/AlertCalculator.php
@@ -0,0 +1,266 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\Core\Acl;
+use Espo\ORM\EntityManager;
+
+class AlertCalculator
+{
+    private EntityManager $entityManager;
+    private Acl $acl;
+
+    private const CLOSED_STATUSES = ['ClosedSettlement', 'ClosedJudgment', 'Closed', 'Rejected'];
+
+    public function __construct(EntityManager $entityManager, Acl $acl)
+    {
+        $this->entityManager = $entityManager;
+        $this->acl = $acl;
+    }
+
+    public function calculateAlerts(array $thresholds = []): array
+    {
+        $inactivityWarningDays = $thresholds['inactivityWarningDays'] ?? 14;
+        $inactivityCriticalDays = $thresholds['inactivityCriticalDays'] ?? 30;
+        $upcomingHearingDays = $thresholds['upcomingHearingDays'] ?? 7;
+
+        $alerts = [];
+        $alerts = array_merge($alerts, $this->findInactiveCases($inactivityWarningDays, $inactivityCriticalDays));
+        $alerts = array_merge($alerts, $this->findOverdueTasks());
+        $alerts = array_merge($alerts, $this->findUpcomingHearingsWithoutPrep($upcomingHearingDays));
+        $alerts = array_merge($alerts, $this->findUnassignedNewCases());
+        $alerts = array_merge($alerts, $this->findUpcomingTasks());
+
+        $severityOrder = ['critical' => 0, 'warning' => 1, 'info' => 2];
+        usort($alerts, fn($a, $b) => ($severityOrder[$a['severity']] ?? 3) <=> ($severityOrder[$b['severity']] ?? 3));
+
+        return $alerts;
+    }
+
+    public function getSummary(): array
+    {
+        $today = date('Y-m-d');
+        $weekEnd = date('Y-m-d', strtotime('+7 days'));
+
+        $totalOpenCases = $this->entityManager->getRDBRepository('Case')
+            ->where(['status!=' => self::CLOSED_STATUSES, 'deleted' => false])->count();
+
+        $totalOverdueTasks = $this->entityManager->getRDBRepository('Task')
+            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd<' => $today, 'dateEnd!=' => null, 'deleted' => false, 'parentType' => 'Case'])->count();
+
+        $upcomingHearings = $this->entityManager->getRDBRepository('Case')
+            ->where(['cNextHearing>=' => $today, 'cNextHearing<=' => $weekEnd, 'status!=' => self::CLOSED_STATUSES, 'deleted' => false])->count();
+
+        $alerts = $this->calculateAlerts();
+        $criticalCount = count(array_filter($alerts, fn($a) => $a['severity'] === 'critical'));
+        $warningCount = count(array_filter($alerts, fn($a) => $a['severity'] === 'warning'));
+
+        return [
+            'totalOpenCases' => $totalOpenCases,
+            'totalOverdueTasks' => $totalOverdueTasks,
+            'upcomingHearings7d' => $upcomingHearings,
+            'casesNeedingAttention' => $criticalCount + $warningCount,
+            'criticalAlerts' => $criticalCount,
+            'warningAlerts' => $warningCount,
+        ];
+    }
+
+    private function findInactiveCases(int $warningDays, int $criticalDays): array
+    {
+        $alerts = [];
+        $now = new \DateTime();
+        $warningThreshold = (new \DateTime())->modify("-{$warningDays} days")->format('Y-m-d H:i:s');
+        $criticalThreshold = (new \DateTime())->modify("-{$criticalDays} days")->format('Y-m-d H:i:s');
+
+        $cases = $this->entityManager->getRDBRepository('Case')
+            ->select(['id', 'name', 'status', 'assignedUserName', 'cLastActivityAt', 'createdAt'])
+            ->where([
+                'status!=' => self::CLOSED_STATUSES, 'deleted' => false,
+                'OR' => [
+                    ['cLastActivityAt<' => $warningThreshold, 'cLastActivityAt!=' => null],
+                    ['cLastActivityAt' => null, 'createdAt<' => $warningThreshold],
+                ],
+            ])->order('cLastActivityAt', 'ASC')->limit(0, 50)->find();
+
+        foreach ($cases as $case) {
+            $lastActivity = $case->get('cLastActivityAt') ?? $case->get('createdAt');
+            if (!$lastActivity) continue;
+            $daysSince = $now->diff(new \DateTime($lastActivity))->days;
+            $severity = ($lastActivity < $criticalThreshold) ? 'critical' : 'warning';
+
+            $alerts[] = [
+                'type' => 'inactive_case', 'severity' => $severity,
+                'caseId' => $case->get('id'), 'caseName' => $case->get('name'),
+                'assignedUser' => $case->get('assignedUserName'),
+                'daysSinceActivity' => $daysSince,
+                'message' => $case->get('name') . ' - ' . $daysSince . ' ימים ללא פעילות',
+            ];
+        }
+        return $alerts;
+    }
+
+    private function findOverdueTasks(): array
+    {
+        $alerts = [];
+        $today = date('Y-m-d');
+
+        $tasks = $this->entityManager->getRDBRepository('Task')
+            ->select(['id', 'name', 'dateEnd', 'status', 'parentId', 'parentType', 'parentName', 'assignedUserName'])
+            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd<' => $today, 'dateEnd!=' => null, 'deleted' => false, 'parentType' => 'Case'])
+            ->order('dateEnd', 'ASC')->limit(0, 50)->find();
+
+        foreach ($tasks as $task) {
+            $daysOverdue = (new \DateTime())->diff(new \DateTime($task->get('dateEnd')))->days;
+            $alerts[] = [
+                'type' => 'overdue_task', 'severity' => 'critical',
+                'taskId' => $task->get('id'), 'taskName' => $task->get('name'),
+                'caseId' => $task->get('parentId'), 'caseName' => $task->get('parentName'),
+                'assignedUser' => $task->get('assignedUserName'),
+                'daysOverdue' => $daysOverdue,
+                'message' => $task->get('parentName') . ' - משימה "' . $task->get('name') . '" באיחור ' . $daysOverdue . ' ימים',
+            ];
+        }
+        return $alerts;
+    }
+
+    private function findUpcomingHearingsWithoutPrep(int $hearingDays): array
+    {
+        $alerts = [];
+        $today = date('Y-m-d');
+        $threshold = date('Y-m-d', strtotime("+{$hearingDays} days"));
+        $recentActivityThreshold = date('Y-m-d H:i:s', strtotime('-3 days'));
+        $recentTaskThreshold = date('Y-m-d H:i:s', strtotime('-7 days'));
+
+        $cases = $this->entityManager->getRDBRepository('Case')
+            ->select(['id', 'name', 'cNextHearing', 'assignedUserName', 'cLastActivityAt'])
+            ->where(['cNextHearing>=' => $today, 'cNextHearing<=' => $threshold, 'status!=' => self::CLOSED_STATUSES, 'deleted' => false])
+            ->order('cNextHearing', 'ASC')->find();
+
+        foreach ($cases as $case) {
+            $lastActivity = $case->get('cLastActivityAt');
+            if ($lastActivity && $lastActivity >= $recentActivityThreshold) continue;
+
+            $openTaskCount = $this->entityManager->getRDBRepository('Task')
+                ->where(['parentId' => $case->get('id'), 'parentType' => 'Case', 'status!=' => ['Completed', 'Canceled', 'Deferred'], 'deleted' => false])->count();
+            if ($openTaskCount > 0) continue;
+
+            $recentCompleted = $this->entityManager->getRDBRepository('Task')
+                ->where(['parentId' => $case->get('id'), 'parentType' => 'Case', 'status' => 'Completed', 'modifiedAt>=' => $recentTaskThreshold, 'deleted' => false])->count();
+            if ($recentCompleted > 0) continue;
+
+            $daysUntil = (new \DateTime())->diff(new \DateTime($case->get('cNextHearing')))->days;
+            $severity = ($daysUntil <= 1) ? 'critical' : 'warning';
+
+            $alerts[] = [
+                'type' => 'hearing_no_prep', 'severity' => $severity,
+                'caseId' => $case->get('id'), 'caseName' => $case->get('name'),
+                'assignedUser' => $case->get('assignedUserName'),
+                'hearingDate' => $case->get('cNextHearing'), 'daysUntil' => $daysUntil,
+                'message' => $case->get('name') . ' - דיון בעוד ' . $daysUntil . ' ימים, אין משימת הכנה',
+            ];
+        }
+        return $alerts;
+    }
+
+    private function findUnassignedNewCases(): array
+    {
+        $alerts = [];
+        $threshold = date('Y-m-d H:i:s', strtotime('-3 days'));
+
+        $cases = $this->entityManager->getRDBRepository('Case')
+            ->select(['id', 'name', 'createdAt'])->where(['status' => 'New', 'createdAt<' => $threshold, 'deleted' => false])
+            ->order('createdAt', 'ASC')->limit(0, 20)->find();
+
+        foreach ($cases as $case) {
+            $daysSince = (new \DateTime())->diff(new \DateTime($case->get('createdAt')))->days;
+            $alerts[] = [
+                'type' => 'unassigned_case', 'severity' => 'warning',
+                'caseId' => $case->get('id'), 'caseName' => $case->get('name'),
+                'daysSinceCreated' => $daysSince,
+                'message' => $case->get('name') . ' - תיק חדש לא שובץ (' . $daysSince . ' ימים)',
+            ];
+        }
+        return $alerts;
+    }
+
+    private function findUpcomingTasks(): array
+    {
+        $alerts = [];
+        $today = date('Y-m-d');
+        $threshold = date('Y-m-d', strtotime('+3 days'));
+
+        $tasks = $this->entityManager->getRDBRepository('Task')
+            ->select(['id', 'name', 'dateEnd', 'parentId', 'parentType', 'parentName', 'assignedUserName'])
+            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd>=' => $today, 'dateEnd<=' => $threshold, 'deleted' => false, 'parentType' => 'Case'])
+            ->order('dateEnd', 'ASC')->limit(0, 30)->find();
+
+        foreach ($tasks as $task) {
+            $daysUntil = (new \DateTime())->diff(new \DateTime($task->get('dateEnd')))->days;
+            $alerts[] = [
+                'type' => 'upcoming_task', 'severity' => 'info',
+                'taskId' => $task->get('id'), 'taskName' => $task->get('name'),
+                'caseId' => $task->get('parentId'), 'caseName' => $task->get('parentName'),
+                'assignedUser' => $task->get('assignedUserName'),
+                'daysUntil' => $daysUntil,
+                'message' => $task->get('parentName') . ' - משימה "' . $task->get('name') . '" בעוד ' . $daysUntil . ' ימים',
+            ];
+        }
+        return $alerts;
+    }
+
+    public function getCasesByStatus(): array
+    {
+        $result = [];
+        $statuses = ['New', 'Assigned', 'Pending', 'PendingHearing', 'PendingDecision', 'PendingResponse', 'Negotiation', 'Suspended', 'ClosedSettlement', 'ClosedJudgment', 'Closed', 'Rejected'];
+
+        foreach ($statuses as $status) {
+            $count = $this->entityManager->getRDBRepository('Case')->where(['status' => $status, 'deleted' => false])->count();
+            if ($count > 0) $result[$status] = $count;
+        }
+        return $result;
+    }
+
+    public function getWorkloadByUser(): array
+    {
+        $userCounts = [];
+        $cases = $this->entityManager->getRDBRepository('Case')
+            ->select(['assignedUserId', 'assignedUserName'])
+            ->where(['status!=' => self::CLOSED_STATUSES, 'deleted' => false, 'assignedUserId!=' => null])->find();
+
+        foreach ($cases as $case) {
+            $uid = $case->get('assignedUserId');
+            if (!isset($userCounts[$uid])) {
+                $userCounts[$uid] = ['userId' => $uid, 'userName' => $case->get('assignedUserName'), 'openCases' => 0, 'openTasks' => 0];
+            }
+            $userCounts[$uid]['openCases']++;
+        }
+
+        foreach (array_keys($userCounts) as $uid) {
+            $userCounts[$uid]['openTasks'] = $this->entityManager->getRDBRepository('Task')
+                ->where(['assignedUserId' => $uid, 'status!=' => ['Completed', 'Canceled', 'Deferred'], 'deleted' => false, 'parentType' => 'Case'])->count();
+        }
+
+        return array_values($userCounts);
+    }
+
+    public function getUpcomingHearings(int $days = 7): array
+    {
+        $today = date('Y-m-d');
+        $threshold = date('Y-m-d', strtotime("+{$days} days"));
+
+        $result = [];
+        $cases = $this->entityManager->getRDBRepository('Case')
+            ->select(['id', 'name', 'cNextHearing', 'cCourt', 'cJudge', 'assignedUserName', 'status'])
+            ->where(['cNextHearing>=' => $today, 'cNextHearing<=' => $threshold, 'status!=' => self::CLOSED_STATUSES, 'deleted' => false])
+            ->order('cNextHearing', 'ASC')->find();
+
+        foreach ($cases as $case) {
+            $result[] = [
+                'caseId' => $case->get('id'), 'caseName' => $case->get('name'),
+                'hearingDate' => $case->get('cNextHearing'), 'court' => $case->get('cCourt'),
+                'judge' => $case->get('cJudge'), 'assignedUser' => $case->get('assignedUserName'),
+            ];
+        }
+        return $result;
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Services/CaseContextBuilder.php b/files/custom/Espo/Modules/SmartAssistant/Services/CaseContextBuilder.php
new file mode 100644
index 0000000..9a3e142
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Services/CaseContextBuilder.php
@@ -0,0 +1,177 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\Core\InjectableFactory;
+use Espo\Core\Utils\Log;
+use Espo\ORM\EntityManager;
+
+class CaseContextBuilder
+{
+    private EntityManager $entityManager;
+    private InjectableFactory $injectableFactory;
+    private Log $log;
+
+    public function __construct(EntityManager $entityManager, InjectableFactory $injectableFactory, Log $log)
+    {
+        $this->entityManager = $entityManager;
+        $this->injectableFactory = $injectableFactory;
+        $this->log = $log;
+    }
+
+    public function buildContext(string $caseId, string $userId): array
+    {
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) return ['error' => 'Case not found'];
+
+        return [
+            'case' => $this->getCaseData($case),
+            'contacts' => $this->getCaseContacts($case),
+            'openTasks' => $this->getOpenTasks($caseId),
+            'upcomingMeetings' => $this->getUpcomingMeetings($caseId),
+            'recentNotes' => $this->getRecentNotes($caseId),
+            'availableTemplates' => $this->getAvailableTemplates(),
+            'documents' => $this->getDocumentListing($caseId),
+            'currentUser' => $this->getUserData($userId),
+            'validStatuses' => ActionExecutor::VALID_STATUSES,
+        ];
+    }
+
+    private function getCaseData($case): array
+    {
+        return [
+            'id' => $case->get('id'),
+            'name' => $case->get('name'),
+            'number' => $case->get('number'),
+            'status' => $case->get('status'),
+            'type' => $case->get('type'),
+            'description' => $case->get('description'),
+            'cCourt' => $case->get('cCourt'),
+            'cCourtCaseNumber' => $case->get('cCourtCaseNumber'),
+            'cJudge' => $case->get('cJudge'),
+            'cJudgeTitle' => $case->get('cJudgeTitle'),
+            'cNextHearing' => $case->get('cNextHearing'),
+            'cFilingDate' => $case->get('cFilingDate'),
+            'cLegalAidNumber' => $case->get('cLegalAidNumber'),
+            'cLegalAidStatus' => $case->get('cLegalAidStatus'),
+            'assignedUserName' => $case->get('assignedUserName'),
+            'assignedUserId' => $case->get('assignedUserId'),
+            'accountName' => $case->get('accountName'),
+            'accountId' => $case->get('accountId'),
+        ];
+    }
+
+    private function getCaseContacts($case): array
+    {
+        $contacts = [];
+        $collection = $this->entityManager->getRDBRepository('Case')
+            ->getRelation($case, 'contacts')->limit(0, 20)->find();
+
+        foreach ($collection as $c) {
+            $contacts[] = [
+                'id' => $c->get('id'),
+                'name' => $c->get('name'),
+                'role' => $c->get('contactRole') ?? '',
+                'phoneNumber' => $c->get('phoneNumber'),
+                'emailAddress' => $c->get('emailAddress'),
+            ];
+        }
+        return $contacts;
+    }
+
+    private function getOpenTasks(string $caseId): array
+    {
+        $tasks = [];
+        $collection = $this->entityManager->getRDBRepository('Task')
+            ->where(['parentType' => 'Case', 'parentId' => $caseId, 'status!=' => ['Completed', 'Canceled']])
+            ->order('dateEnd', 'ASC')->limit(0, 10)->find();
+
+        foreach ($collection as $t) {
+            $tasks[] = [
+                'id' => $t->get('id'), 'name' => $t->get('name'), 'status' => $t->get('status'),
+                'dateEnd' => $t->get('dateEnd'), 'priority' => $t->get('priority'),
+                'assignedUserName' => $t->get('assignedUserName'),
+            ];
+        }
+        return $tasks;
+    }
+
+    private function getUpcomingMeetings(string $caseId): array
+    {
+        $meetings = [];
+        $collection = $this->entityManager->getRDBRepository('Meeting')
+            ->where(['parentType' => 'Case', 'parentId' => $caseId, 'status' => 'Planned', 'dateStart>=' => date('Y-m-d H:i:s')])
+            ->order('dateStart', 'ASC')->limit(0, 5)->find();
+
+        foreach ($collection as $m) {
+            $meetings[] = [
+                'id' => $m->get('id'), 'name' => $m->get('name'),
+                'dateStart' => $m->get('dateStart'), 'dateEnd' => $m->get('dateEnd'),
+                'description' => $m->get('description'),
+            ];
+        }
+        return $meetings;
+    }
+
+    private function getRecentNotes(string $caseId): array
+    {
+        $notes = [];
+        $collection = $this->entityManager->getRDBRepository('Note')
+            ->where(['parentType' => 'Case', 'parentId' => $caseId, 'type' => 'Post'])
+            ->order('createdAt', 'DESC')->limit(0, 10)->find();
+
+        foreach ($collection as $n) {
+            $notes[] = [
+                'post' => $n->get('post'), 'createdAt' => $n->get('createdAt'),
+                'createdByName' => $n->get('createdByName'),
+            ];
+        }
+        return $notes;
+    }
+
+    private function getAvailableTemplates(): array
+    {
+        $templates = [];
+        $collection = $this->entityManager->getRDBRepository('DocumentTemplate')
+            ->where(['entityType' => 'Case'])->order('name', 'ASC')->find();
+
+        foreach ($collection as $t) {
+            $templates[] = ['id' => $t->get('id'), 'name' => $t->get('name')];
+        }
+        return $templates;
+    }
+
+    private function getUserData(string $userId): array
+    {
+        $user = $this->entityManager->getEntityById('User', $userId);
+        if (!$user) return ['id' => $userId, 'name' => 'Unknown'];
+        return ['id' => $user->get('id'), 'name' => $user->get('name')];
+    }
+
+    private function getDocumentListing(string $caseId): array
+    {
+        try {
+            $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+            $result = $analyzer->listDocumentsRecursive($caseId);
+
+            $simplified = ['totalFiles' => $result['totalFiles'], 'folders' => [], 'rootFiles' => []];
+
+            foreach ($result['folders'] as $folder) {
+                $files = [];
+                foreach ($folder['files'] as $file) {
+                    $files[] = ['name' => $file['name'], 'size' => $file['size'], 'mimeType' => $file['mimeType'], 'path' => $file['path']];
+                }
+                $simplified['folders'][] = ['name' => $folder['name'], 'fileCount' => count($files), 'files' => $files];
+            }
+
+            foreach ($result['rootFiles'] as $file) {
+                $simplified['rootFiles'][] = ['name' => $file['name'], 'size' => $file['size'], 'mimeType' => $file['mimeType'], 'path' => $file['path']];
+            }
+
+            return $simplified;
+        } catch (\Exception $e) {
+            $this->log->debug("SmartAssistant: Document listing unavailable: " . $e->getMessage());
+            return [];
+        }
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Services/CaseMemoryContextProvider.php b/files/custom/Espo/Modules/SmartAssistant/Services/CaseMemoryContextProvider.php
new file mode 100644
index 0000000..b975788
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Services/CaseMemoryContextProvider.php
@@ -0,0 +1,87 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\ORM\EntityManager;
+use Espo\Core\Utils\Log;
+
+class CaseMemoryContextProvider
+{
+    private const MAX_CONTEXT_CHARS = 4000;
+
+    private EntityManager $entityManager;
+    private Log $log;
+
+    public function __construct(EntityManager $entityManager, Log $log)
+    {
+        $this->entityManager = $entityManager;
+        $this->log = $log;
+    }
+
+    public function getContextForCase(string $caseId): array
+    {
+        $entries = $this->entityManager->getRDBRepository('CaseMemory')
+            ->where(['caseId' => $caseId, 'isArchived' => false, 'deleted' => false])
+            ->order([['isPinned', 'DESC'], ['importance', 'ASC'], ['createdAt', 'DESC']])
+            ->find();
+
+        $grouped = [];
+        $totalChars = 0;
+        $totalEntries = 0;
+        $pinnedCount = 0;
+        $criticalCount = 0;
+
+        // Priority order for importance
+        $importancePriority = ['critical' => 0, 'high' => 1, 'normal' => 2, 'low' => 3];
+
+        // Sort: pinned first, then by importance, then by date
+        $sorted = [];
+        foreach ($entries as $entry) {
+            $sorted[] = $entry;
+        }
+
+        usort($sorted, function ($a, $b) use ($importancePriority) {
+            if ($a->get('isPinned') !== $b->get('isPinned')) {
+                return $b->get('isPinned') <=> $a->get('isPinned');
+            }
+            $aP = $importancePriority[$a->get('importance')] ?? 4;
+            $bP = $importancePriority[$b->get('importance')] ?? 4;
+            if ($aP !== $bP) return $aP <=> $bP;
+            return strcmp($b->get('createdAt') ?? '', $a->get('createdAt') ?? '');
+        });
+
+        foreach ($sorted as $entry) {
+            $content = $entry->get('content') ?? '';
+            $contentLen = mb_strlen($content);
+
+            // Check budget
+            if ($totalChars + $contentLen > self::MAX_CONTEXT_CHARS && !$entry->get('isPinned') && $entry->get('importance') !== 'critical') {
+                continue;
+            }
+
+            $cat = $entry->get('category');
+            if (!isset($grouped[$cat])) $grouped[$cat] = [];
+
+            $grouped[$cat][] = [
+                'content' => $content,
+                'importance' => $entry->get('importance'),
+                'pinned' => $entry->get('isPinned'),
+                'createdAt' => $entry->get('createdAt'),
+            ];
+
+            $totalChars += $contentLen;
+            $totalEntries++;
+
+            if ($entry->get('isPinned')) $pinnedCount++;
+            if ($entry->get('importance') === 'critical') $criticalCount++;
+        }
+
+        $grouped['_summary'] = [
+            'totalEntries' => $totalEntries,
+            'pinnedCount' => $pinnedCount,
+            'criticalCount' => $criticalCount,
+        ];
+
+        return $grouped;
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Services/CaseMemoryService.php b/files/custom/Espo/Modules/SmartAssistant/Services/CaseMemoryService.php
new file mode 100644
index 0000000..477e22b
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Services/CaseMemoryService.php
@@ -0,0 +1,105 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\ORM\EntityManager;
+use Espo\ORM\Entity;
+use Espo\Core\Utils\Log;
+
+class CaseMemoryService
+{
+    private EntityManager $entityManager;
+    private Log $log;
+
+    public function __construct(EntityManager $entityManager, Log $log)
+    {
+        $this->entityManager = $entityManager;
+        $this->log = $log;
+    }
+
+    public function createMemory(
+        string $caseId,
+        string $category,
+        string $name,
+        string $content,
+        string $importance = 'normal',
+        string $source = 'manual',
+        ?string $sourceEntityType = null,
+        ?string $sourceEntityId = null
+    ): Entity {
+        $entry = $this->entityManager->getNewEntity('CaseMemory');
+        $entry->set([
+            'name' => $name,
+            'caseId' => $caseId,
+            'category' => $category,
+            'content' => $content,
+            'importance' => $importance,
+            'source' => $source,
+            'sourceEntityType' => $sourceEntityType,
+            'sourceEntityId' => $sourceEntityId,
+        ]);
+        $this->entityManager->saveEntity($entry);
+
+        $this->log->info("SmartAssistant: Created CaseMemory id={$entry->get('id')} for case={$caseId} category={$category}");
+
+        return $entry;
+    }
+
+    public function getMemoriesByCase(string $caseId, ?string $category = null, bool $includeArchived = false): array
+    {
+        $where = ['caseId' => $caseId, 'deleted' => false];
+
+        if ($category) {
+            $where['category'] = $category;
+        }
+
+        if (!$includeArchived) {
+            $where['isArchived'] = false;
+        }
+
+        $entries = $this->entityManager->getRDBRepository('CaseMemory')
+            ->where($where)
+            ->order([['isPinned', 'DESC'], ['createdAt', 'DESC']])
+            ->find();
+
+        $grouped = [];
+        foreach ($entries as $entry) {
+            $cat = $entry->get('category');
+            if (!isset($grouped[$cat])) $grouped[$cat] = [];
+            $grouped[$cat][] = [
+                'id' => $entry->get('id'),
+                'name' => $entry->get('name'),
+                'content' => $entry->get('content'),
+                'category' => $cat,
+                'importance' => $entry->get('importance'),
+                'source' => $entry->get('source'),
+                'isPinned' => $entry->get('isPinned'),
+                'isArchived' => $entry->get('isArchived'),
+                'createdAt' => $entry->get('createdAt'),
+                'modifiedAt' => $entry->get('modifiedAt'),
+            ];
+        }
+
+        return $grouped;
+    }
+
+    public function getPinnedMemories(string $caseId): array
+    {
+        $entries = $this->entityManager->getRDBRepository('CaseMemory')
+            ->where(['caseId' => $caseId, 'isPinned' => true, 'isArchived' => false, 'deleted' => false])
+            ->order('createdAt', 'DESC')
+            ->find();
+
+        $result = [];
+        foreach ($entries as $entry) {
+            $result[] = [
+                'id' => $entry->get('id'),
+                'name' => $entry->get('name'),
+                'content' => $entry->get('content'),
+                'category' => $entry->get('category'),
+                'importance' => $entry->get('importance'),
+            ];
+        }
+        return $result;
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Services/ConversationRepository.php b/files/custom/Espo/Modules/SmartAssistant/Services/ConversationRepository.php
new file mode 100644
index 0000000..1cb1301
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Services/ConversationRepository.php
@@ -0,0 +1,154 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\ORM\EntityManager;
+use Espo\Entities\User;
+use Espo\Core\Utils\Log;
+
+class ConversationRepository
+{
+    private EntityManager $entityManager;
+    private User $user;
+    private Log $log;
+
+    public function __construct(EntityManager $entityManager, User $user, Log $log)
+    {
+        $this->entityManager = $entityManager;
+        $this->user = $user;
+        $this->log = $log;
+    }
+
+    public function startOrResume(string $type, ?string $conversationKey = null, ?string $caseId = null): array
+    {
+        if ($conversationKey) {
+            $entity = $this->entityManager->getRDBRepository('AssistantConversation')
+                ->where(['conversationKey' => $conversationKey, 'deleted' => false])->findOne();
+            if ($entity) return ['id' => $entity->get('id'), 'conversationKey' => $conversationKey];
+        }
+
+        $conversationKey = $conversationKey ?: uniqid($type === 'office' ? 'oconv_' : 'conv_', true);
+        $entity = $this->entityManager->getNewEntity('AssistantConversation');
+        $entity->set([
+            'name' => $type === 'office' ? 'שיחה עם העוזר החכם' : 'שיחה עם העוזר',
+            'conversationType' => $type, 'status' => 'Active',
+            'conversationKey' => $conversationKey,
+            'assignedUserId' => $this->user->getId(),
+            'messageCount' => 0, 'messagesData' => [],
+            'lastMessageAt' => date('Y-m-d H:i:s'),
+        ]);
+        if ($caseId && $type === 'case') $entity->set('caseId', $caseId);
+        $this->entityManager->saveEntity($entity);
+
+        return ['id' => $entity->get('id'), 'conversationKey' => $conversationKey];
+    }
+
+    public function appendMessage(string $conversationKey, string $role, string $content, array $actions = []): void
+    {
+        $entity = $this->entityManager->getRDBRepository('AssistantConversation')
+            ->where(['conversationKey' => $conversationKey, 'deleted' => false])->findOne();
+
+        if (!$entity) {
+            $this->startOrResume('office', $conversationKey);
+            $entity = $this->entityManager->getRDBRepository('AssistantConversation')
+                ->where(['conversationKey' => $conversationKey, 'deleted' => false])->findOne();
+            if (!$entity) return;
+        }
+
+        $messages = $entity->get('messagesData') ?? [];
+        if (is_object($messages)) $messages = (array) $messages;
+
+        $newMessage = ['role' => $role, 'content' => $content, 'timestamp' => date('Y-m-d H:i:s')];
+        if (!empty($actions)) $newMessage['actions'] = $actions;
+        $messages[] = $newMessage;
+
+        if ($role === 'user' && $entity->get('messageCount') === 0) {
+            $title = mb_substr($content, 0, 100);
+            if (mb_strlen($content) > 100) $title .= '...';
+            $entity->set('name', $title);
+        }
+
+        $entity->set([
+            'messagesData' => $messages, 'messageCount' => count($messages),
+            'lastMessageAt' => date('Y-m-d H:i:s'),
+            'lastMessagePreview' => mb_substr($content, 0, 200),
+        ]);
+        $this->entityManager->saveEntity($entity);
+    }
+
+    public function getMessages(string $conversationKey): array
+    {
+        $entity = $this->entityManager->getRDBRepository('AssistantConversation')
+            ->where(['conversationKey' => $conversationKey, 'deleted' => false])->findOne();
+        if (!$entity) return [];
+        $messages = $entity->get('messagesData') ?? [];
+        return is_object($messages) ? (array) $messages : $messages;
+    }
+
+    public function getRecentConversations(?string $type = null, ?string $caseId = null, int $limit = 20): array
+    {
+        $where = ['assignedUserId' => $this->user->getId(), 'deleted' => false];
+        if ($type) $where['conversationType'] = $type;
+        if ($caseId) $where['caseId'] = $caseId;
+
+        $result = [];
+        foreach ($this->entityManager->getRDBRepository('AssistantConversation')
+            ->select(['id', 'name', 'conversationType', 'conversationKey', 'status', 'messageCount', 'lastMessageAt', 'lastMessagePreview', 'caseId', 'caseName'])
+            ->where($where)->order('lastMessageAt', 'DESC')->limit(0, $limit)->find() as $conv) {
+            $result[] = [
+                'id' => $conv->get('id'), 'name' => $conv->get('name'),
+                'conversationType' => $conv->get('conversationType'),
+                'conversationKey' => $conv->get('conversationKey'),
+                'status' => $conv->get('status'), 'messageCount' => $conv->get('messageCount'),
+                'lastMessageAt' => $conv->get('lastMessageAt'),
+                'lastMessagePreview' => $conv->get('lastMessagePreview'),
+                'caseId' => $conv->get('caseId'), 'caseName' => $conv->get('caseName'),
+            ];
+        }
+        return $result;
+    }
+
+    public function searchConversations(string $query, ?string $type = null, int $limit = 20): array
+    {
+        $where = ['deleted' => false, 'OR' => [['name*' => "%{$query}%"], ['lastMessagePreview*' => "%{$query}%"]]];
+        if ($type) $where['conversationType'] = $type;
+
+        $result = [];
+        foreach ($this->entityManager->getRDBRepository('AssistantConversation')
+            ->select(['id', 'name', 'conversationType', 'conversationKey', 'messageCount', 'lastMessageAt', 'lastMessagePreview', 'caseId', 'caseName', 'assignedUserName'])
+            ->where($where)->order('lastMessageAt', 'DESC')->limit(0, $limit)->find() as $conv) {
+            $result[] = [
+                'id' => $conv->get('id'), 'name' => $conv->get('name'),
+                'conversationType' => $conv->get('conversationType'),
+                'conversationKey' => $conv->get('conversationKey'),
+                'messageCount' => $conv->get('messageCount'),
+                'lastMessageAt' => $conv->get('lastMessageAt'),
+                'lastMessagePreview' => $conv->get('lastMessagePreview'),
+                'caseId' => $conv->get('caseId'), 'caseName' => $conv->get('caseName'),
+                'assignedUser' => $conv->get('assignedUserName'),
+            ];
+        }
+        return $result;
+    }
+
+    public function storePendingActions(string $conversationKey, string $caseId, string $userId, array $actions): void
+    {
+        $entity = $this->entityManager->getRDBRepository('AssistantConversation')
+            ->where(['conversationKey' => $conversationKey, 'deleted' => false])->findOne();
+        if (!$entity) return;
+
+        $data = $entity->get('messagesData') ?? [];
+        if (is_object($data)) $data = (array) $data;
+        for ($i = count($data) - 1; $i >= 0; $i--) {
+            if (($data[$i]['role'] ?? '') === 'assistant') { $data[$i]['pendingActions'] = $actions; break; }
+        }
+        $entity->set('messagesData', $data);
+        $this->entityManager->saveEntity($entity);
+
+        $dir = 'data/tmp/assistant-conversations';
+        if (!is_dir($dir)) mkdir($dir, 0755, true);
+        file_put_contents($dir . '/' . $conversationKey . '.json', json_encode([
+            'caseId' => $caseId, 'userId' => $userId, 'actions' => $actions, 'createdAt' => date('Y-m-d H:i:s'),
+        ]));
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Services/DocumentAnalyzer.php b/files/custom/Espo/Modules/SmartAssistant/Services/DocumentAnalyzer.php
new file mode 100644
index 0000000..d370979
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Services/DocumentAnalyzer.php
@@ -0,0 +1,179 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Utils\Log;
+use Espo\ORM\EntityManager;
+use Espo\Modules\SmartAssistant\Classes\FileStorage\FileStorageFactory;
+use Espo\Modules\SmartAssistant\Classes\FileStorage\FileStorageInterface;
+
+class DocumentAnalyzer
+{
+    private const MAX_TEXT_LENGTH = 2000;
+    private const MAX_FILE_SIZE = 10 * 1024 * 1024;
+    private const TMP_DIR = 'data/tmp/assistant-docs';
+
+    private EntityManager $entityManager;
+    private InjectableFactory $injectableFactory;
+    private Log $log;
+
+    private const CATEGORY_PATTERNS = [
+        'כתבי_טענות' => ['כתב_תביעה', 'כתב תביעה', 'כתב_הגנה', 'כתב הגנה', 'סיכומים', 'תביעה', 'הגנה', 'כתב_ערעור', 'כתב ערעור', 'בקשה', 'תגובה', 'תשובה'],
+        'החלטות_בית_משפט' => ['החלטה', 'פסק_דין', 'פסק דין', 'גזר_דין', 'גזר דין', 'צו', 'פרוטוקול', 'פס"ד', 'גז"ד'],
+        'חוזים' => ['חוזה', 'הסכם', 'נספח', 'תוספת'],
+        'התכתבויות' => ['מכתב', 'פקס', 'fax', 'letter', 'דואר'],
+        'מסמכי_זיהוי' => ['ת.ז.', 'ת"ז', 'תעודת_זהות', 'תעודת זהות', 'דרכון', 'רישיון', 'passport', 'תעודה'],
+        'ייפויי_כוח' => ['ייפוי כוח', 'ייפוי_כוח', 'יפוי כח', 'יפוי_כח'],
+        'חוות_דעת' => ['חוות_דעת', 'חוות דעת', 'חו"ד', 'חוד'],
+        'מסמכים_מסיוע_משפטי' => ['סיוע משפטי', 'סיוע_משפטי', 'לשכת סיוע'],
+        'מסמכים_מהביטוח_הלאומי' => ['ביטוח לאומי', 'ביטוח_לאומי', 'בל"ל', 'המוסד לביטוח'],
+    ];
+
+    public function __construct(EntityManager $entityManager, InjectableFactory $injectableFactory, Log $log)
+    {
+        $this->entityManager = $entityManager;
+        $this->injectableFactory = $injectableFactory;
+        $this->log = $log;
+    }
+
+    public function listDocumentsRecursive(string $caseId): array
+    {
+        $casePath = $this->getCaseFolderPath($caseId);
+        if (!$casePath) return ['casePath' => null, 'totalFiles' => 0, 'folders' => [], 'rootFiles' => []];
+
+        $storage = $this->getStorage();
+        $topLevel = $storage->listFolder($casePath);
+        $folders = []; $rootFiles = []; $totalFiles = 0;
+
+        foreach ($topLevel as $item) {
+            if ($item['isFolder']) {
+                $subFiles = [];
+                try {
+                    foreach ($storage->listFolder($item['path']) as $sub) {
+                        if (!$sub['isFolder']) {
+                            $subFiles[] = ['name' => $sub['name'], 'path' => $sub['path'], 'size' => $sub['size'], 'mimeType' => $sub['mimeType'], 'modified' => $sub['modified'] ?? null];
+                            $totalFiles++;
+                        }
+                    }
+                } catch (\Exception $e) {
+                    $this->log->warning("SmartAssistant: Failed to list subfolder {$item['path']}: " . $e->getMessage());
+                }
+                $folders[] = ['name' => $item['name'], 'path' => $item['path'], 'files' => $subFiles];
+            } else {
+                $rootFiles[] = ['name' => $item['name'], 'path' => $item['path'], 'size' => $item['size'], 'mimeType' => $item['mimeType'], 'modified' => $item['modified'] ?? null];
+                $totalFiles++;
+            }
+        }
+
+        return ['casePath' => $casePath, 'totalFiles' => $totalFiles, 'folders' => $folders, 'rootFiles' => $rootFiles];
+    }
+
+    public function extractTextContent(string $filePath): ?string
+    {
+        $storage = $this->getStorage();
+        $parentPath = dirname($filePath);
+        $filename = basename($filePath);
+
+        try { $items = $storage->listFolder($parentPath); } catch (\Exception $e) { return null; }
+
+        $fileSize = null;
+        foreach ($items as $item) { if ($item['name'] === $filename) { $fileSize = $item['size']; break; } }
+        if ($fileSize !== null && $fileSize > self::MAX_FILE_SIZE) return null;
+
+        try { $content = $storage->downloadFile($filePath); } catch (\Exception $e) { return null; }
+
+        if (!is_dir(self::TMP_DIR)) mkdir(self::TMP_DIR, 0755, true);
+        $tmpFile = self::TMP_DIR . '/' . uniqid('doc_') . '_' . $filename;
+        file_put_contents($tmpFile, $content);
+
+        $text = null;
+        $ext = strtolower(pathinfo($filename, PATHINFO_EXTENSION));
+
+        try {
+            if ($ext === 'pdf') $text = $this->extractFromPdf($tmpFile);
+            elseif (in_array($ext, ['docx', 'doc'])) $text = $this->extractFromDocx($tmpFile);
+            elseif (in_array($ext, ['txt', 'csv', 'log'])) $text = $content;
+        } catch (\Exception $e) {
+            $this->log->warning("SmartAssistant: Text extraction failed: " . $e->getMessage());
+        }
+
+        if (file_exists($tmpFile)) unlink($tmpFile);
+        if ($text === null) return null;
+        if (mb_strlen($text) > self::MAX_TEXT_LENGTH) $text = mb_substr($text, 0, self::MAX_TEXT_LENGTH) . '...';
+        return trim($text);
+    }
+
+    public function renameDocument(string $sourcePath, string $newName): array
+    {
+        $storage = $this->getStorage();
+        $parentPath = dirname($sourcePath);
+        $oldName = basename($sourcePath);
+
+        $oldExt = pathinfo($oldName, PATHINFO_EXTENSION);
+        $newExt = pathinfo($newName, PATHINFO_EXTENSION);
+        if ($oldExt && (!$newExt || mb_strtolower($newExt) !== mb_strtolower($oldExt))) {
+            $newName = pathinfo($newName, PATHINFO_FILENAME) . '.' . $oldExt;
+        }
+
+        $destination = $parentPath . '/' . $newName;
+        if ($sourcePath === $destination) return ['success' => true, 'oldPath' => $sourcePath, 'newPath' => $destination, 'oldName' => $oldName, 'newName' => $newName];
+
+        $storage->move($sourcePath, $destination);
+        $this->updateDocumentEntity($sourcePath, $destination);
+
+        return ['success' => true, 'oldPath' => $sourcePath, 'newPath' => $destination, 'oldName' => $oldName, 'newName' => $newName];
+    }
+
+    private function getCaseFolderPath(string $caseId): ?string
+    {
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        return $case ? ($case->get('nextCloudFolderPath') ?: null) : null;
+    }
+
+    private function getStorage(): FileStorageInterface
+    {
+        return $this->injectableFactory->create(FileStorageFactory::class)->create();
+    }
+
+    private function extractFromPdf(string $tmpFile): ?string
+    {
+        $outputFile = $tmpFile . '.txt';
+        exec("pdftotext -layout " . escapeshellarg($tmpFile) . " " . escapeshellarg($outputFile) . " 2>&1", $output, $returnCode);
+        if ($returnCode !== 0 || !file_exists($outputFile)) return null;
+        $text = file_get_contents($outputFile);
+        unlink($outputFile);
+        return $text ?: null;
+    }
+
+    private function extractFromDocx(string $tmpFile): ?string
+    {
+        if (!class_exists(\PhpOffice\PhpWord\IOFactory::class)) return null;
+        $phpWord = \PhpOffice\PhpWord\IOFactory::load($tmpFile);
+        $text = '';
+        foreach ($phpWord->getSections() as $section) {
+            foreach ($section->getElements() as $element) {
+                if (method_exists($element, 'getText')) $text .= $element->getText() . "\n";
+                elseif (method_exists($element, 'getElements')) {
+                    foreach ($element->getElements() as $child) {
+                        if (method_exists($child, 'getText')) $text .= $child->getText() . "\n";
+                    }
+                }
+            }
+        }
+        return $text ?: null;
+    }
+
+    private function updateDocumentEntity(string $oldPath, string $newPath): void
+    {
+        try {
+            $doc = $this->entityManager->getRDBRepository('Document')->where(['nextCloudPath' => $oldPath])->findOne();
+            if ($doc) {
+                $doc->set('nextCloudPath', $newPath);
+                $doc->set('nextCloudFilename', basename($newPath));
+                $this->entityManager->saveEntity($doc);
+            }
+        } catch (\Exception $e) {}
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Services/OfficeContextBuilder.php b/files/custom/Espo/Modules/SmartAssistant/Services/OfficeContextBuilder.php
new file mode 100644
index 0000000..8f46ec9
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Services/OfficeContextBuilder.php
@@ -0,0 +1,79 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\Core\Acl;
+use Espo\ORM\EntityManager;
+use Espo\Entities\User;
+
+class OfficeContextBuilder
+{
+    private EntityManager $entityManager;
+    private Acl $acl;
+    private AlertCalculator $alertCalculator;
+
+    public function __construct(EntityManager $entityManager, Acl $acl, AlertCalculator $alertCalculator)
+    {
+        $this->entityManager = $entityManager;
+        $this->acl = $acl;
+        $this->alertCalculator = $alertCalculator;
+    }
+
+    public function buildSummaryContext(User $user, array $thresholds = []): array
+    {
+        $summary = $this->alertCalculator->getSummary();
+        $alerts = array_slice($this->alertCalculator->calculateAlerts($thresholds), 0, 20);
+
+        return [
+            'mode' => 'office',
+            'summary' => $summary,
+            'alerts' => $alerts,
+            'casesByStatus' => $this->alertCalculator->getCasesByStatus(),
+            'workloadByUser' => $this->alertCalculator->getWorkloadByUser(),
+            'upcomingHearings' => $this->alertCalculator->getUpcomingHearings(7),
+            'currentUser' => ['id' => $user->getId(), 'name' => $user->get('name')],
+            'today' => date('Y-m-d'),
+            'dayOfWeek' => date('l'),
+        ];
+    }
+
+    public function buildCaseDrillDown(string $caseId, User $user): ?array
+    {
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) return null;
+
+        $caseData = [
+            'id' => $case->get('id'), 'name' => $case->get('name'), 'status' => $case->get('status'),
+            'type' => $case->get('type'), 'assignedUser' => $case->get('assignedUserName'),
+            'court' => $case->get('cCourt'), 'courtCaseNumber' => $case->get('cCourtCaseNumber'),
+            'judge' => $case->get('cJudge'), 'nextHearing' => $case->get('cNextHearing'),
+            'lastActivityAt' => $case->get('cLastActivityAt'),
+            'lastActivityType' => $case->get('cLastActivityType'),
+            'lastActivityDescription' => $case->get('cLastActivityDescription'),
+            'createdAt' => $case->get('createdAt'),
+        ];
+
+        $contacts = [];
+        foreach ($this->entityManager->getRDBRepository('Case')->getRelation($case, 'contacts')->limit(0, 20)->find() as $c) {
+            $contacts[] = ['name' => $c->get('name'), 'phone' => $c->get('phoneNumber'), 'email' => $c->get('emailAddress')];
+        }
+
+        $tasks = [];
+        foreach ($this->entityManager->getRDBRepository('Task')
+            ->select(['id', 'name', 'status', 'dateEnd', 'assignedUserName'])
+            ->where(['parentId' => $caseId, 'parentType' => 'Case', 'status!=' => ['Completed', 'Canceled'], 'deleted' => false])
+            ->order('dateEnd', 'ASC')->limit(0, 20)->find() as $t) {
+            $tasks[] = ['name' => $t->get('name'), 'status' => $t->get('status'), 'dateEnd' => $t->get('dateEnd'), 'assignedUser' => $t->get('assignedUserName')];
+        }
+
+        $notes = [];
+        foreach ($this->entityManager->getRDBRepository('Note')
+            ->select(['id', 'post', 'createdAt', 'createdByName', 'type'])
+            ->where(['parentId' => $caseId, 'parentType' => 'Case', 'type' => 'Post', 'deleted' => false])
+            ->order('createdAt', 'DESC')->limit(0, 5)->find() as $n) {
+            $notes[] = ['text' => mb_substr($n->get('post') ?? '', 0, 200), 'createdAt' => $n->get('createdAt'), 'createdBy' => $n->get('createdByName')];
+        }
+
+        return ['case' => $caseData, 'contacts' => $contacts, 'openTasks' => $tasks, 'recentNotes' => $notes];
+    }
+}
diff --git a/files/custom/Espo/Modules/SmartAssistant/Services/SmartAssistantService.php b/files/custom/Espo/Modules/SmartAssistant/Services/SmartAssistantService.php
new file mode 100644
index 0000000..7a6c391
--- /dev/null
+++ b/files/custom/Espo/Modules/SmartAssistant/Services/SmartAssistantService.php
@@ -0,0 +1,482 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Utils\Config;
+use Espo\Core\Utils\Log;
+use Espo\ORM\EntityManager;
+use Espo\Entities\Note;
+use Espo\Entities\User;
+
+class SmartAssistantService
+{
+    public const NOTE_TYPE_REQUEST = 'SmartRequest';
+    public const NOTE_TYPE_RESPONSE = 'SmartResponse';
+    public const NOTE_TYPE_ACTION = 'SmartAction';
+
+    private const READ_ONLY_TOOLS = ['list_documents', 'save_memory'];
+
+    private EntityManager $entityManager;
+    private InjectableFactory $injectableFactory;
+    private Config $config;
+    private Log $log;
+    private User $user;
+
+    private static array $conversations = [];
+
+    public function __construct(
+        EntityManager $entityManager,
+        InjectableFactory $injectableFactory,
+        Config $config,
+        Log $log,
+        User $user
+    ) {
+        $this->entityManager = $entityManager;
+        $this->injectableFactory = $injectableFactory;
+        $this->config = $config;
+        $this->log = $log;
+        $this->user = $user;
+    }
+
+    private function getConversationRepo(): ConversationRepository
+    {
+        return $this->injectableFactory->create(ConversationRepository::class);
+    }
+
+    public function chat(string $message, string $mode, ?string $caseId, ?string $conversationId): array
+    {
+        $userId = $this->user->getId();
+
+        // Build context based on mode
+        if ($mode === 'case' && $caseId) {
+            $contextBuilder = $this->injectableFactory->create(CaseContextBuilder::class);
+            $context = $contextBuilder->buildContext($caseId, $userId);
+
+            // Add case memory to context
+            $memoryProvider = $this->injectableFactory->create(CaseMemoryContextProvider::class);
+            $context['caseMemory'] = $memoryProvider->getContextForCase($caseId);
+            $context['mode'] = 'case';
+        } else {
+            $contextBuilder = $this->injectableFactory->create(OfficeContextBuilder::class);
+            $context = $contextBuilder->buildSummaryContext($this->user, $this->getThresholds());
+
+            // Auto-detect case drill-down
+            $drillDown = $this->detectDrillDown($message);
+            if ($drillDown) {
+                $context['drillDown'] = $drillDown;
+            }
+        }
+
+        // Generate conversation ID
+        if (!$conversationId) {
+            $prefix = $mode === 'case' ? 'conv_' : 'oconv_';
+            $conversationId = uniqid($prefix, true);
+        }
+
+        // Persist conversation
+        try {
+            $convRepo = $this->getConversationRepo();
+            $convRepo->startOrResume($mode, $conversationId, $caseId);
+            $convRepo->appendMessage($conversationId, 'user', $message);
+        } catch (\Exception $e) {
+            $this->log->warning('SmartAssistant: Failed to persist conversation: ' . $e->getMessage());
+        }
+
+        // Create stream note (only for case mode)
+        if ($mode === 'case' && $caseId) {
+            $this->createStreamNote(self::NOTE_TYPE_REQUEST, $message, $caseId, [
+                'conversationId' => $conversationId,
+            ]);
+        }
+
+        // Load conversation history for context
+        $conversationHistory = [];
+        try {
+            $conversationHistory = $this->getConversationRepo()->getMessages($conversationId);
+        } catch (\Exception $e) {
+            // Ignore
+        }
+
+        // Call webhook
+        $response = $this->callWebhook($message, $context, $conversationId, $conversationHistory, $mode);
+
+        // Process actions
+        $actions = $response['actions'] ?? [];
+        $responseText = $response['text'] ?? '';
+        $inlineResults = [];
+        $remainingActions = [];
+
+        foreach ($actions as $action) {
+            $tool = $action['tool'] ?? '';
+            if (in_array($tool, self::READ_ONLY_TOOLS, true)) {
+                try {
+                    $executor = $this->injectableFactory->create(ActionExecutor::class);
+                    $result = $executor->execute($tool, $action['params'] ?? [], $caseId, $userId);
+                    if (!empty($result['message'])) {
+                        $inlineResults[] = $result['message'];
+                    }
+                } catch (\Exception $e) {
+                    $this->log->warning("SmartAssistant: Inline execution of {$tool} failed: " . $e->getMessage());
+                    $inlineResults[] = "שגיאה בביצוע {$tool}: " . $e->getMessage();
+                }
+            } else {
+                $remainingActions[] = $action;
+            }
+        }
+
+        if (!empty($inlineResults)) {
+            $responseText .= "\n\n" . implode("\n\n", $inlineResults);
+        }
+
+        // Store pending actions
+        if (!empty($remainingActions)) {
+            self::$conversations[$conversationId] = [
+                'caseId' => $caseId,
+                'userId' => $userId,
+                'actions' => $remainingActions,
+            ];
+
+            try {
+                $this->getConversationRepo()->storePendingActions($conversationId, $caseId ?? '', $userId, $remainingActions);
+            } catch (\Exception $e) {
+                $this->log->warning('SmartAssistant: Failed to persist actions: ' . $e->getMessage());
+                $this->saveConversationFile($conversationId, $caseId, $userId, $remainingActions);
+            }
+        }
+
+        // Persist response
+        try {
+            $this->getConversationRepo()->appendMessage($conversationId, 'assistant', $responseText, $remainingActions);
+        } catch (\Exception $e) {
+            $this->log->warning('SmartAssistant: Failed to persist response: ' . $e->getMessage());
+        }
+
+        // Stream note for case mode
+        if ($mode === 'case' && $caseId) {
+            $this->createStreamNote(self::NOTE_TYPE_RESPONSE, $responseText, $caseId, [
+                'conversationId' => $conversationId,
+                'actions' => $remainingActions,
+            ]);
+        }
+
+        return [
+            'conversationId' => $conversationId,
+            'text' => $responseText,
+            'actions' => $remainingActions,
+        ];
+    }
+
+    public function executeAction(string $conversationId, string $actionId, bool $approved): array
+    {
+        $conversation = $this->loadConversation($conversationId);
+
+        if (!$conversation) {
+            throw new NotFound("Conversation {$conversationId} not found.");
+        }
+
+        $caseId = $conversation['caseId'];
+        $userId = $conversation['userId'];
+        $actions = $conversation['actions'] ?? [];
+
+        $action = null;
+        foreach ($actions as $a) {
+            if (($a['actionId'] ?? '') === $actionId) {
+                $action = $a;
+                break;
+            }
+        }
+
+        if (!$action) {
+            throw new NotFound("Action {$actionId} not found.");
+        }
+
+        if (!$approved) {
+            if ($caseId) {
+                $this->createStreamNote(self::NOTE_TYPE_ACTION, 'פעולה נדחתה: ' . ($action['displayText'] ?? ''), $caseId, [
+                    'conversationId' => $conversationId,
+                    'actionId' => $actionId,
+                    'status' => 'rejected',
+                ]);
+            }
+
+            return ['success' => true, 'status' => 'rejected', 'message' => 'הפעולה נדחתה'];
+        }
+
+        $executor = $this->injectableFactory->create(ActionExecutor::class);
+
+        try {
+            $result = $executor->execute($action['tool'], $action['params'] ?? [], $caseId, $userId);
+
+            if ($caseId) {
+                $this->createStreamNote(self::NOTE_TYPE_ACTION, $result['message'] ?? 'פעולה בוצעה', $caseId, [
+                    'conversationId' => $conversationId,
+                    'actionId' => $actionId,
+                    'status' => 'executed',
+                    'entityType' => $result['entityType'] ?? null,
+                    'entityId' => $result['entityId'] ?? null,
+                ]);
+            }
+
+            return $result;
+        } catch (\Exception $e) {
+            $this->log->error("SmartAssistant: Action execution failed: " . $e->getMessage());
+
+            if ($caseId) {
+                $this->createStreamNote(self::NOTE_TYPE_ACTION, 'שגיאה: ' . $e->getMessage(), $caseId, [
+                    'conversationId' => $conversationId,
+                    'actionId' => $actionId,
+                    'status' => 'error',
+                ]);
+            }
+
+            return ['success' => false, 'message' => 'שגיאה בביצוע הפעולה: ' . $e->getMessage()];
+        }
+    }
+
+    public function getSummary(): array
+    {
+        $alertCalc = $this->injectableFactory->create(AlertCalculator::class);
+        $thresholds = $this->getThresholds();
+
+        return [
+            'summary' => $alertCalc->getSummary(),
+            'alerts' => $alertCalc->calculateAlerts($thresholds),
+        ];
+    }
+
+    public function getAlerts(): array
+    {
+        $alertCalc = $this->injectableFactory->create(AlertCalculator::class);
+        return $alertCalc->calculateAlerts($this->getThresholds());
+    }
+
+    public function getHistory(?string $caseId): array
+    {
+        if ($caseId) {
+            // Case mode: return stream notes
+            $notes = $this->entityManager->getRDBRepository('Note')
+                ->where([
+                    'parentType' => 'Case',
+                    'parentId' => $caseId,
+                    'type' => [self::NOTE_TYPE_REQUEST, self::NOTE_TYPE_RESPONSE, self::NOTE_TYPE_ACTION],
+                ])
+                ->order('createdAt', 'DESC')
+                ->limit(0, 50)
+                ->find();
+
+            $history = [];
+            foreach ($notes as $note) {
+                $history[] = [
+                    'id' => $note->get('id'),
+                    'type' => $note->get('type'),
+                    'post' => $note->get('post'),
+                    'data' => $note->get('data') ?? (object) [],
+                    'createdAt' => $note->get('createdAt'),
+                    'createdByName' => $note->get('createdByName'),
+                ];
+            }
+
+            return ['list' => array_reverse($history), 'total' => count($history)];
+        }
+
+        // Office mode: return latest conversation from today
+        $conversations = $this->getConversationRepo()->getRecentConversations('office', null, 1);
+
+        if (empty($conversations)) return [];
+
+        $latest = $conversations[0];
+        $messages = $this->getConversationRepo()->getMessages($latest['conversationKey']);
+
+        return [
+            'conversationId' => $latest['conversationKey'],
+            'messages' => $messages,
+            'updatedAt' => $latest['lastMessageAt'],
+        ];
+    }
+
+    public function getConversations(?string $type): array
+    {
+        return $this->getConversationRepo()->getRecentConversations($type, null, 50);
+    }
+
+    public function getConversationMessages(string $key): array
+    {
+        return [
+            'conversationId' => $key,
+            'messages' => $this->getConversationRepo()->getMessages($key),
+        ];
+    }
+
+    public function searchHistory(string $query): array
+    {
+        return $this->getConversationRepo()->searchConversations($query);
+    }
+
+    private function detectDrillDown(string $message): ?array
+    {
+        $cases = $this->entityManager->getRDBRepository('Case')
+            ->select(['id', 'name'])
+            ->where([
+                'status!=' => ['ClosedSettlement', 'ClosedJudgment', 'Closed', 'Rejected'],
+                'deleted' => false,
+            ])
+            ->find();
+
+        foreach ($cases as $case) {
+            if (mb_stripos($message, $case->get('name')) !== false) {
+                $contextBuilder = $this->injectableFactory->create(OfficeContextBuilder::class);
+                return $contextBuilder->buildCaseDrillDown($case->get('id'), $this->user);
+            }
+        }
+
+        return null;
+    }
+
+    private function callWebhook(string $message, array $context, string $conversationId, array $history, string $mode): array
+    {
+        $webhookUrl = $this->getWebhookUrl();
+
+        if (!$webhookUrl) {
+            throw new Error('SmartAssistant webhook URL is not configured. Go to Admin > Integrations > Smart Assistant.');
+        }
+
+        $payload = json_encode([
+            'message' => $message,
+            'context' => $context,
+            'conversationId' => $conversationId,
+            'conversationHistory' => $history,
+            'mode' => $mode,
+        ]);
+
+        $headers = ['Content-Type: application/json', 'Accept: application/json'];
+
+        $apiKey = $this->getApiKey();
+        if ($apiKey) {
+            $headers[] = 'X-Api-Key: ' . $apiKey;
+        }
+
+        $ch = curl_init($webhookUrl);
+        curl_setopt_array($ch, [
+            CURLOPT_POST => true,
+            CURLOPT_POSTFIELDS => $payload,
+            CURLOPT_RETURNTRANSFER => true,
+            CURLOPT_HTTPHEADER => $headers,
+            CURLOPT_TIMEOUT => 120,
+            CURLOPT_CONNECTTIMEOUT => 10,
+        ]);
+
+        $responseBody = curl_exec($ch);
+        $httpCode = curl_getinfo($ch, CURLINFO_HTTP_CODE);
+        $error = curl_error($ch);
+        curl_close($ch);
+
+        if ($error) {
+            $this->log->error("SmartAssistant: Webhook error: {$error}");
+            throw new Error("Failed to connect to assistant: {$error}");
+        }
+
+        if ($httpCode !== 200) {
+            $this->log->error("SmartAssistant: Webhook HTTP {$httpCode}: {$responseBody}");
+            throw new Error("Assistant returned error (HTTP {$httpCode})");
+        }
+
+        $response = json_decode($responseBody, true);
+        if (!$response) {
+            throw new Error('Invalid response from assistant');
+        }
+
+        return $response;
+    }
+
+    private function createStreamNote(string $type, string $content, string $caseId, array $data = []): void
+    {
+        $note = $this->entityManager->getNewEntity('Note');
+        $note->set([
+            'type' => $type,
+            'post' => $content,
+            'parentType' => 'Case',
+            'parentId' => $caseId,
+            'data' => (object) $data,
+        ]);
+        $this->entityManager->saveEntity($note);
+    }
+
+    private function getWebhookUrl(): ?string
+    {
+        // Try SmartAssistant first, then fallback to old integrations
+        foreach (['SmartAssistant', 'CrmAssistant', 'OfficeAssistant'] as $name) {
+            $integration = $this->entityManager->getEntityById('Integration', $name);
+            if ($integration && $integration->get('enabled')) {
+                $data = $integration->get('data') ?? (object) [];
+                if (!empty($data->webhookUrl)) {
+                    return $data->webhookUrl;
+                }
+            }
+        }
+        return null;
+    }
+
+    private function getApiKey(): ?string
+    {
+        foreach (['SmartAssistant', 'CrmAssistant', 'OfficeAssistant'] as $name) {
+            $integration = $this->entityManager->getEntityById('Integration', $name);
+            if ($integration && $integration->get('enabled')) {
+                $data = $integration->get('data') ?? (object) [];
+                if (!empty($data->apiKey)) {
+                    return $data->apiKey;
+                }
+            }
+        }
+        return null;
+    }
+
+    private function getThresholds(): array
+    {
+        foreach (['SmartAssistant', 'OfficeAssistant'] as $name) {
+            $integration = $this->entityManager->getEntityById('Integration', $name);
+            if ($integration && $integration->get('enabled')) {
+                $data = (array) ($integration->get('data') ?? []);
+                return [
+                    'inactivityWarningDays' => $data['inactivityWarningDays'] ?? 14,
+                    'inactivityCriticalDays' => $data['inactivityCriticalDays'] ?? 30,
+                    'upcomingHearingDays' => $data['upcomingHearingDays'] ?? 7,
+                ];
+            }
+        }
+        return [];
+    }
+
+    private function saveConversationFile(string $conversationId, ?string $caseId, string $userId, array $actions): void
+    {
+        $dir = 'data/tmp/assistant-conversations';
+        if (!is_dir($dir)) mkdir($dir, 0755, true);
+        file_put_contents($dir . '/' . $conversationId . '.json', json_encode([
+            'caseId' => $caseId,
+            'userId' => $userId,
+            'actions' => $actions,
+            'createdAt' => date('Y-m-d H:i:s'),
+        ]));
+    }
+
+    private function loadConversation(string $conversationId): ?array
+    {
+        if (isset(self::$conversations[$conversationId])) {
+            return self::$conversations[$conversationId];
+        }
+
+        $file = 'data/tmp/assistant-conversations/' . basename($conversationId) . '.json';
+        if (file_exists($file)) {
+            $data = json_decode(file_get_contents($file), true);
+            if (isset($data['createdAt']) && (time() - strtotime($data['createdAt'])) > 86400) {
+                unlink($file);
+                return null;
+            }
+            return $data;
+        }
+
+        return null;
+    }
+}
diff --git a/manifest.json b/manifest.json
new file mode 100644
index 0000000..bc8fa7c
--- /dev/null
+++ b/manifest.json
@@ -0,0 +1,10 @@
+{
+    "name": "Smart Assistant",
+    "module": "SmartAssistant",
+    "description": "Unified AI Assistant for Legal CRM — floating chat with case memory, office alerts, and n8n integration",
+    "author": "klear",
+    "version": "1.0.0",
+    "acceptableVersions": [">=8.0.0"],
+    "releaseDate": "2026-03-23",
+    "php": [">=8.1"]
+}