Add delete_meeting, delete_call, delete_note tools for Shira.
Add expand/collapse toggle button to the floating chat window.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add create_call tool: records phone calls as Call entity (not Meeting)
- Add AssistantRule entity: persistent behavioral rules the AI follows
- Add save_rule tool: AI can save new rules when user requests them
- Add systemInstructions to webhook: call vs meeting guidance, open question tracking
- Add recentCalls to case context for AI awareness
- Add AssistantRuleContextProvider: injects active rules per mode into context
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
ActionExecutor now checks app.smartAssistant.tools.{name}.handler
metadata for unknown tools before throwing. This allows extensions
to register their own tool handlers without modifying SmartAssistant.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- EspoCRM sends url + apiKey in every request to the gateway
- New Integration field: espocrmApiKey
- Gateway no longer needs ESPOCRM_URL/ESPOCRM_API_KEY env vars
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Shira executes all actions inline (create task, meeting, note) without approval buttons
- Actions work from both case and office mode (auto-resolves case from drill-down)
- Tasks/meetings can be created without a case parent
- Chat input is now multi-line textarea with auto-grow (Shift+Enter for new line)
- Markdown tables render as proper HTML tables with LRM marks for BiDi safety
- Robot icon replaced with Shira's avatar in FAB, chat header, and message bubbles
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Shira speaks in feminine form (חושבת instead of חושב)
- Neutral verb forms for buttons (הוספת/חיפוש instead of הוסף/חפש)
- Updated fallback texts to reference שירה by name
- Description updated: AI Gateway integration replaces n8n
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
EspoCRM returns JSON data as stdClass objects, not arrays. Using
array access ($data[$i]['role']) on stdClass causes fatal error.
Fixed by using json_decode(json_encode(...), true) to ensure deep
conversion to associative arrays.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
EspoCRM resolves note type views via clientDefs.Note.itemViews metadata.
Without this mapping, it looked for SmartRequest/SmartResponse/SmartAction
in the core views path instead of the module path, causing 404 errors.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Cards "תיקים פתוחים" and "דיונים השבוע" showed counts but clicking
revealed "אין פריטים להצגה" because card counts came from direct DB
queries while detail filtered from alerts with stricter criteria.
Added getOpenCaseItems() and getUpcomingHearingItems() to AlertCalculator,
included them in summary API response, and wired dashlet to use them.
Also: renamed extension to SmartAssistant, title to "שירה — עוזרת אישית".
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Move JS from client/custom/src/modules/{mod}/ to client/custom/modules/{mod}/src/
Move TPL to client/custom/modules/{mod}/res/templates/
Update all define(), createView(), and metadata references from
custom:modules/{mod}/... to modules/{mod}/...
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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.
chaim