22 Commits

Author SHA1 Message Date
chaim b9542e3980 fix: add missing var self = this in showDetail()
self was resolving to window.self instead of the View instance
inside the forEach callback, causing self.escapeString to fail.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-03 12:05:30 +00:00
chaim 4f5b6be884 fix: register stream note views in clientDefs.Note.itemViews
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>
2026-04-03 11:40:48 +00:00
chaim b8e8c01da5 fix: use self.escapeString() for consistency with EspoCRM API
Replace jQuery text escaping with EspoCRM's built-in View.escapeString()
to maintain consistency with the rest of the codebase.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-03 11:26:19 +00:00
chaim 62004360e8 fix: replace Espo.Utils.escapeString with jQuery text escaping
Espo.Utils.escapeString does not exist in EspoCRM 8.x, causing
TypeError crash when clicking dashlet cards. Use jQuery .text().html()
for XSS-safe HTML escaping instead.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-03 10:53:47 +00:00
chaim f616065585 fix: dashlet detail shows actual items instead of empty alerts
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>
2026-04-03 10:25:31 +00:00
chaim c9d08aa1b9 feat: rename assistant to שירה (Shira) 2026-03-31 23:12:29 +00:00
chaim 0157b31249 feat: add status endpoint, hide FAB/dashlet when integration disabled 2026-03-31 23:10:33 +00:00
chaim 49c42e3d20 feat: add status endpoint, hide FAB/dashlet when integration disabled 2026-03-31 23:10:29 +00:00
chaim 4dad65f578 feat: add status endpoint, hide FAB/dashlet when integration disabled 2026-03-31 23:10:22 +00:00
chaim f116611c73 feat: add status endpoint, hide FAB/dashlet when integration disabled 2026-03-31 23:09:16 +00:00
chaim ff2388e7e1 feat: add status endpoint, hide FAB/dashlet when integration disabled 2026-03-31 23:09:10 +00:00
chaim 3102bcff77 feat: clickable dashlet cards with detail drill-down 2026-03-31 23:01:19 +00:00
chaim 21c3e33635 fix: add getColor to dashlet for EspoCRM v9 compatibility 2026-03-31 22:56:08 +00:00
chaim f915faafdc fix: add getActionItemDataList to dashlet for EspoCRM v9 compatibility 2026-03-31 22:53:10 +00:00
chaim a3801deb55 feat: add AssistantConversation i18n (fa_IR/Hebrew) 2026-03-31 20:33:05 +00:00
chaim 300cc58a97 feat: add AssistantConversation i18n (en_US) 2026-03-31 20:33:01 +00:00
chaim c1ea2b7868 feat: add AssistantConversation scope definition 2026-03-31 20:32:53 +00:00
chaim 184cd19285 feat: add AssistantConversation entity definition for chat persistence 2026-03-31 20:32:49 +00:00
chaim d5c8a60193 fix: add clientModule to module.json for client-side template resolution
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-29 21:34:18 +00:00
chaim fbe4f82517 refactor: migrate client paths to EspoCRM module format
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>
2026-03-29 20:51:55 +00:00
chaim 0cdbf6dcb8 fix: dashlet view extend base View instead of DashletView, add getTitle method
The EspoCRM DashletView wrapper creates the body view - the body should
extend View (not DashletView) and must implement getTitle().
2026-03-24 10:07:47 +00:00
chaim a148e0f99e feat: initial SmartAssistant module — unified AI assistant with case memory
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.
2026-03-23 14:38:49 +00:00