fix: stream notes showing empty content - add data() method

SmartRequest and SmartAction note views were missing data() method, so {{post}} in the template resolved to empty string. Added proper data() with escapeString formatting, consistent with SmartResponse. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
fix: add missing var self = this in showDetail()
2026-04-03 14:09:05 +00:00 · 2026-04-03 12:05:30 +00:00 · 2026-04-03 11:40:48 +00:00 · 2026-04-03 11:26:19 +00:00 · 2026-04-03 10:53:47 +00:00 · 2026-04-03 10:25:31 +00:00
30 changed files with 483 additions and 141 deletions
@@ -0,0 +1,120 @@
+# SmartAssistant - עוזר חכם
+
+**גרסה:** 1.1.5 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
+
+## תיאור
+עוזר AI מאוחד למשרד עורכי דין. מספק ממשק צ'אט צף עם שני מצבי עבודה: **מצב משרד** (סקירה כללית, התראות, סטטיסטיקות) ו**מצב תיק** (סיוע מעמיק בתיק ספציפי). כולל מערכת זיכרון תיק מובנית, ביצוע פעולות באישור המשתמש, ואינטגרציה עם Stream של EspoCRM.
+
+## תלויות
+- Webhook חיצוני (n8n או דומה) לעיבוד AI
+- NetworkStorageIntegration / NextCloudIntegration (אופציונלי — לניתוח מסמכים)
+
+## התקנה
+1. התקנה דרך Admin > Extensions
+2. הגדרת Webhook: Admin > Integrations > Smart Assistant
+
+## הגדרות אינטגרציה
+
+| שדה | תיאור | דוגמה |
+|------|--------|--------|
+| webhookUrl | כתובת Webhook לשירות AI | `https://n8n.example.com/webhook/assistant/chat` |
+| apiKey | מפתח אימות (אופציונלי) | `sk-...` |
+| maxMessagesPerHour | הגבלת קצב הודעות | `30` |
+| inactivityWarningDays | סף אזהרה לחוסר פעילות בתיק | `14` |
+| inactivityCriticalDays | סף קריטי לחוסר פעילות | `30` |
+| upcomingHearingDays | חלון דיונים קרובים (ימים) | `7` |
+
+## אנטיטי: CaseMemory — זיכרון תיק
+
+מאגר ידע מובנה לכל תיק, מחולק לקטגוריות:
+
+| קטגוריה | תיאור |
+|----------|--------|
+| key_facts | עובדות מפתח |
+| strategy | אסטרטגיה |
+| decisions | החלטות |
+| contacts_notes | הערות על אנשי קשר |
+| timeline | ציר זמן |
+| documents_notes | הערות על מסמכים |
+| billing_notes | הערות חיוב |
+
+**מקורות:** ידני (manual), עוזר AI (assistant), אוטומטי (auto — hooks)
+
+**רמות חשיבות:** low, normal, high, critical
+
+## רכיבים
+
+### Backend (PHP)
+
+| רכיב | קובץ | תיאור |
+|-------|------|--------|
+| Controller | `Controllers/SmartAssistant.php` | API endpoints |
+| שירות ראשי | `Services/SmartAssistantService.php` | תזמור צ'אט, שיחות, פעולות |
+| בונה הקשר תיק | `Services/CaseContextBuilder.php` | אוסף נתוני תיק מלאים (אנשי קשר, משימות, מסמכים, זיכרון) |
+| בונה הקשר משרד | `Services/OfficeContextBuilder.php` | סטטיסטיקות, התראות, עומס עבודה |
+| מחשבון התראות | `Services/AlertCalculator.php` | זיהוי תיקים לא פעילים, משימות באיחור, דיונים קרובים |
+| מבצע פעולות | `Services/ActionExecutor.php` | ביצוע פעולות שאושרו (משימה, פתק, דיון, שינוי סטטוס) |
+| שירות זיכרון | `Services/CaseMemoryService.php` | CRUD לזיכרון תיק |
+| ספק הקשר זיכרון | `Services/CaseMemoryContextProvider.php` | הזרקת זיכרון להקשר AI |
+| מאגר שיחות | `Services/ConversationRepository.php` | שמירה ואחזור שיחות |
+| מנתח מסמכים | `Services/DocumentAnalyzer.php` | סריקת מסמכים וסיווג |
+
+### Hooks
+
+| Hook | תיאור |
+|------|--------|
+| `Case/CaseFieldChangeMemory` | יצירת זיכרון אוטומטית בשינוי שדות תיק (סטטוס, שופט, דיון) |
+| `Meeting/HearingScheduledMemory` | יצירת זיכרון בקביעת דיון חדש |
+
+### Frontend (JavaScript)
+
+| רכיב | תיאור |
+|-------|--------|
+| `floating-chat.js` | ממשק צ'אט צף (FAB) עם מגירת היסטוריה וזיכרון |
+| `dashlets/smart-assistant.js` | דשלט עם מדדים והתראות |
+| `stream/notes/smart-request.js` | תצוגת הודעת משתמש ב-Stream |
+| `stream/notes/smart-response.js` | תצוגת תשובת עוזר ב-Stream |
+| `stream/notes/smart-action.js` | תצוגת פעולה שבוצעה ב-Stream |
+| `case/modals/add-memory.js` | מודל להוספת זיכרון ידנית |
+| `site/navbar.js` | אינטגרציית התראות בסרגל ניווט |
+
+## API Routes
+
+| נתיב | Method | תיאור |
+|-------|--------|--------|
+| `/SmartAssistant/action/chat` | POST | שליחת הודעה לעוזר |
+| `/SmartAssistant/action/execute` | POST | ביצוע פעולה שאושרה |
+| `/SmartAssistant/action/summary` | GET | סיכום משרדי + התראות |
+| `/SmartAssistant/action/alerts` | GET | רשימת התראות |
+| `/SmartAssistant/action/history` | GET | היסטוריית שיחות |
+| `/SmartAssistant/action/conversations` | GET | רשימת שיחות אחרונות |
+| `/SmartAssistant/action/conversationMessages` | GET | הודעות שיחה ספציפית |
+| `/SmartAssistant/action/searchHistory` | GET | חיפוש בשיחות |
+| `/SmartAssistant/action/caseMemory` | GET | אחזור זיכרון תיק |
+| `/SmartAssistant/action/saveMemory` | POST | שמירת זיכרון ידנית |
+
+## פעולות עוזר
+
+### פעולות מיידיות (ללא אישור)
+- `list_documents` — רשימת מסמכים בתיק
+- `save_memory` — שמירת זיכרון תיק
+
+### פעולות הדורשות אישור
+- `create_task` — יצירת משימה
+- `add_note` — הוספת הערה
+- `change_status` — שינוי סטטוס תיק
+- `create_meeting` — יצירת פגישה
+- `schedule_hearing` — קביעת דיון
+- `analyze_document` — ניתוח מסמך
+- `rename_document` — שינוי שם מסמך
+
+## מערכת התראות
+
+| סוג | סף ברירת מחדל | חומרה |
+|------|----------------|--------|
+| תיק לא פעיל | 14 יום | אזהרה |
+| תיק לא פעיל | 30 יום | קריטי |
+| משימה באיחור | תאריך יעד עבר | קריטי |
+| דיון קרוב | 7 ימים | אזהרה |
+| תיק ללא שיוך | חדש ללא assignedUser | אזהרה |
+| משימה בעדיפות גבוהה | 5 ימים | אזהרה |
@@ -4,6 +4,11 @@ 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"
+
+# Update version in README.md if it exists
+if [[ -f README.md ]]; then
+  sed -i "s/\*\*גרסה:\*\* [^ |]*/\*\*גרסה:\*\* ${VERSION}/" README.md
+fi
 echo "Building $ZIPNAME..."
 rm -f "$ZIPNAME"
 zip -r "$ZIPNAME" manifest.json files/ \
@@ -0,0 +1,14 @@
+{
+    "name": "espocrm-extensions/smart-assistant",
+    "description": "Unified AI Assistant for Legal CRM — floating chat with case memory, office alerts, and n8n integration",
+    "type": "espocrm-extension",
+    "license": "proprietary",
+    "authors": [{"name": "klear"}],
+    "require": {
+        "php": ">=8.1"
+    },
+    "extra": {
+        "espocrm-module": "SmartAssistant",
+        "espocrm-min-version": ">=8.0.0"
+    }
+}
@@ -1,4 +1,4 @@
-define('custom:modules/smart-assistant/views/case/modals/add-memory', ['views/modal'], function (ModalView) {
+define('modules/smart-assistant/views/case/modals/add-memory', ['views/modal'], function (ModalView) {

    return ModalView.extend({

@@ -1,4 +1,4 @@
-define('custom:modules/smart-assistant/views/dashlets/options/smart-assistant', ['views/dashlets/options/base'], function (BaseView) {
+define('modules/smart-assistant/views/dashlets/options/smart-assistant', ['views/dashlets/options/base'], function (BaseView) {

    return BaseView.extend({

@@ -0,0 +1,147 @@
+define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], function (View) {
+
+    return View.extend({
+
+        name: 'SmartAssistant',
+
+        getTitle: function () {
+            return 'שירה — עוזרת אישית';
+        },
+
+        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-detail" style="max-height: 250px; overflow-y: auto;"></div>' +
+            '</div>',
+
+        events: {
+            'click .sa-card': function (e) {
+                var type = $(e.currentTarget).data('type');
+                this.showDetail(type);
+            },
+        },
+
+        afterRender: function () {
+            this._alerts = [];
+            this._summary = {};
+            this._activeType = null;
+
+            var self = this;
+            Espo.Ajax.getRequest('SmartAssistant/action/status').then(function (result) {
+                if (!result.enabled) {
+                    self.$el.find('.sa-dashlet-cards').html(
+                        '<div style="text-align: center; color: #999; padding: 20px; font-size: 13px;">שירה לא מופעלת. הפעל ב-Admin &gt; Integrations &gt; Smart Assistant</div>'
+                    );
+                    return;
+                }
+                self.loadSummary();
+            }).catch(function () {
+                self.loadSummary();
+            });
+        },
+
+        loadSummary: function () {
+            var self = this;
+            Espo.Ajax.getRequest('SmartAssistant/action/summary').then(function (response) {
+                self._summary = response.summary || {};
+                self._alerts = response.alerts || [];
+                self._openCases = response.openCases || [];
+                self._upcomingHearings = response.upcomingHearings || [];
+                self.renderCards(self._summary);
+                self.showDetail(self._activeType);
+            }).catch(function () {});
+        },
+
+        renderCards: function (summary) {
+            var cards = [
+                {type: 'open', label: 'תיקים פתוחים', value: summary.totalOpenCases || 0, color: '#1565c0', bg: '#e3f2fd', icon: 'fa-folder-open'},
+                {type: 'overdue', label: 'משימות באיחור', value: summary.totalOverdueTasks || 0, color: '#c62828', bg: '#ffcdd2', icon: 'fa-exclamation-circle'},
+                {type: 'hearings', label: 'דיונים השבוע', value: summary.upcomingHearings7d || 0, color: '#e65100', bg: '#fff3e0', icon: 'fa-gavel'},
+                {type: 'attention', label: 'דורשים תשומת לב', value: summary.casesNeedingAttention || 0, color: '#f9a825', bg: '#fff9c4', icon: 'fa-bell'},
+            ];
+
+            var self = this;
+            var html = '';
+            cards.forEach(function (c) {
+                var active = self._activeType === c.type;
+                var border = active ? '2px solid ' + c.color : '2px solid transparent';
+                var cursor = c.value > 0 ? 'pointer' : 'default';
+                html += '<div class="sa-card" data-type="' + c.type + '" style="flex: 1; min-width: 80px; background: ' + c.bg + '; padding: 10px; border-radius: 8px; text-align: center; cursor: ' + cursor + '; border: ' + border + '; transition: border 0.2s;">' +
+                    '<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);
+        },
+
+        showDetail: function (type) {
+            var self = this;
+            var $detail = this.$el.find('.sa-dashlet-detail');
+
+            if (!type || type === this._activeType && $detail.html()) {
+                // Toggle off
+                this._activeType = null;
+                $detail.html('');
+                this.renderCards(this._summary);
+                return;
+            }
+
+            this._activeType = type;
+            this.renderCards(this._summary);
+
+            var alerts = this._alerts;
+            var items = [];
+
+            if (type === 'overdue') {
+                items = alerts.filter(function (a) { return a.type === 'overdue_task'; });
+            } else if (type === 'hearings') {
+                items = this._upcomingHearings || [];
+            } else if (type === 'attention') {
+                items = alerts.filter(function (a) { return a.severity === 'critical' || a.severity === 'warning'; });
+            } else if (type === 'open') {
+                items = this._openCases || [];
+            }
+
+            if (items.length === 0) {
+                $detail.html('<div style="text-align: center; color: #999; padding: 12px; font-size: 12px;">אין פריטים להצגה</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 = '';
+            items.forEach(function (a) {
+                var color = severityColors[a.severity] || '#333';
+                var icon = severityIcons[a.severity] || 'fa-circle';
+                var link = a.caseId ? '<a href="#Case/view/' + a.caseId + '" style="color: ' + color + '; text-decoration: none;">' : '<span>';
+                var linkEnd = a.caseId ? '</a>' : '</span>';
+
+                html += '<div style="padding: 6px 8px; border-bottom: 1px solid #f0f0f0; font-size: 12px; color: ' + color + ';">' +
+                    '<span class="fas ' + icon + '" style="margin-left: 6px;"></span>' +
+                    link + self.escapeString(a.message) + linkEnd +
+                    '</div>';
+            });
+
+            $detail.html(html);
+        },
+
+        actionRefresh: function () {
+            this.loadSummary();
+        },
+
+        getActionItemDataList: function () {
+            return [
+                {
+                    name: 'refresh',
+                    iconHtml: '<span class="fas fa-sync-alt"></span>',
+                },
+            ];
+        },
+
+        getColor: function () {
+            return '#5c6bc0';
+        },
+    });
+});
@@ -1,4 +1,4 @@
-define('custom:modules/smart-assistant/views/floating-chat', ['view'], function (View) {
+define('modules/smart-assistant/views/floating-chat', ['view'], function (View) {

    return View.extend({

@@ -158,10 +158,22 @@ define('custom:modules/smart-assistant/views/floating-chat', ['view'], function
        },

        afterRender: function () {
-            this.$el.find('.sa-chat-messages').attr('data-empty-text',
-                this.translate('Chat with the assistant', 'labels', 'SmartAssistant') || 'שוחח/י עם העוזר החכם');
-            this.loadAlertCount();
-            this._setupRouteListener();
+            var self = this;
+
+            Espo.Ajax.getRequest('SmartAssistant/action/status').then(function (result) {
+                if (!result.enabled) {
+                    self.$el.find('.sa-fab').hide();
+                    return;
+                }
+
+                self.$el.find('.sa-fab').show();
+                self.$el.find('.sa-chat-messages').attr('data-empty-text',
+                    self.translate('Chat with the assistant', 'labels', 'SmartAssistant') || 'שוחח/י עם העוזר החכם');
+                self.loadAlertCount();
+                self._setupRouteListener();
+            }).catch(function () {
+                self.$el.find('.sa-fab').hide();
+            });
        },

        _setupRouteListener: function () {
@@ -562,7 +574,7 @@ define('custom:modules/smart-assistant/views/floating-chat', ['view'], function
            if (!this.currentCaseId) return;
            var self = this;

-            this.createView('addMemoryModal', 'custom:modules/smart-assistant/views/case/modals/add-memory', {
+            this.createView('addMemoryModal', 'modules/smart-assistant/views/case/modals/add-memory', {
                caseId: this.currentCaseId,
            }, function (view) {
                view.render();
@@ -1,4 +1,4 @@
-define('custom:modules/smart-assistant/views/site/navbar', ['views/site/navbar'], function (NavbarView) {
+define('modules/smart-assistant/views/site/navbar', ['views/site/navbar'], function (NavbarView) {

    return NavbarView.extend({

@@ -17,7 +17,7 @@ define('custom:modules/smart-assistant/views/site/navbar', ['views/site/navbar']
                $('body').append($container);
            }

-            this.createView('floatingChat', 'custom:modules/smart-assistant/views/floating-chat', {
+            this.createView('floatingChat', 'modules/smart-assistant/views/floating-chat', {
                el: '.smart-assistant-fab-container',
            }, function (view) {
                view.render();
@@ -1,11 +1,11 @@
-define('custom:modules/smart-assistant/views/stream/notes/smart-action', ['views/stream/note'], function (NoteView) {
+define('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}}' +
+            '{{{formattedPost}}}' +
            '</div>',

        data: function () {
@@ -13,6 +13,8 @@ define('custom:modules/smart-assistant/views/stream/notes/smart-action', ['views
            var noteData = this.model.get('data') || {};
            var status = noteData.status || 'executed';

+            data.post = this.model.get('post');
+            data.formattedPost = this.getHelper().escapeString(data.post || '');
            data.status = status;

            if (status === 'executed') {
@@ -0,0 +1,26 @@
+define('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>' +
+            '{{{formattedPost}}}' +
+            '</div>',
+
+        data: function () {
+            var data = NoteView.prototype.data.call(this);
+
+            data.formattedPost = this.formatPost(this.model.get('post'));
+
+            return data;
+        },
+
+        formatPost: function (text) {
+            if (!text) return '';
+            text = this.getHelper().escapeString(text);
+            text = text.replace(/\n/g, '<br>');
+            return text;
+        },
+    });
+});
@@ -1,4 +1,4 @@
-define('custom:modules/smart-assistant/views/stream/notes/smart-response', ['views/stream/note'], function (NoteView) {
+define('modules/smart-assistant/views/stream/notes/smart-response', ['views/stream/note'], function (NoteView) {

    return NoteView.extend({

@@ -1,76 +0,0 @@
-define('custom:modules/smart-assistant/views/dashlets/smart-assistant', ['view'], function (View) {
-
-    return View.extend({
-
-        name: 'SmartAssistant',
-
-        getTitle: function () {
-            return this.translate('Smart Assistant', 'labels', 'SmartAssistant') || 'Smart Assistant';
-        },
-
-        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();
-        },
-    });
-});
@@ -1,15 +0,0 @@
-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);
-        },
-    });
-});
@@ -34,6 +34,11 @@ class SmartAssistant
        }
    }

+    public function getActionStatus(Request $request, Response $response): array
+    {
+        return $this->getService()->getStatus();
+    }
+
    public function postActionChat(Request $request, Response $response): array
    {
        $this->checkAccess();
@@ -0,0 +1 @@
+{"labels":{"Create AssistantConversation":"New Conversation"},"fields":{"name":"Title","conversationKey":"Conversation Key","conversationType":"Type","status":"Status","assignedUser":"User","case":"Case","caseName":"Case Name","messageCount":"Messages","messagesData":"Messages Data","lastMessageAt":"Last Message","lastMessagePreview":"Preview","createdAt":"Created At","modifiedAt":"Modified At","createdBy":"Created By","modifiedBy":"Modified By"},"links":{"assignedUser":"User","case":"Case"},"options":{"conversationType":{"office":"Office","case":"Case"}}}
@@ -0,0 +1 @@
+{"labels":{"Create AssistantConversation":"שיחה חדשה"},"fields":{"name":"כותרת","conversationKey":"מזהה שיחה","conversationType":"סוג","status":"סטטוס","assignedUser":"משתמש","case":"תיק","caseName":"שם התיק","messageCount":"הודעות","messagesData":"נתוני הודעות","lastMessageAt":"הודעה אחרונה","lastMessagePreview":"תצוגה מקדימה","createdAt":"נוצר ב","modifiedAt":"עודכן ב","createdBy":"נוצר על ידי","modifiedBy":"עודכן על ידי"},"links":{"assignedUser":"משתמש","case":"תיק"},"options":{"conversationType":{"office":"משרד","case":"תיק"}}}
@@ -1,6 +1,6 @@
 {
    "labels": {
-        "Smart Assistant": "עוזר חכם",
+        "Smart Assistant": "שירה",
        "Office Mode": "מצב משרד",
        "Case Mode": "מצב תיק",
        "Add Memory": "הוסף זיכרון",
@@ -9,11 +9,11 @@
        "Conversation History": "היסטוריית שיחות",
        "Previous Conversations": "שיחות קודמות",
        "No previous conversations": "אין שיחות קודמות",
-        "Ask the assistant...": "שאל/י את העוזר...",
+        "Ask the assistant...": "שאל/י את שירה...",
        "Thinking": "חושב...",
        "Error": "שגיאה בתקשורת",
        "Back": "חזרה",
-        "Chat with the assistant": "שוחח/י עם העוזר החכם",
+        "Chat with the assistant": "שוחח/י עם שירה",
        "Case Memory": "זיכרון תיק",
        "Pin": "הצמד",
        "Unpin": "הסר הצמדה",
@@ -1,3 +1,3 @@
 {
-    "navbarView": "custom:modules/smart-assistant/views/site/navbar"
+    "navbarView": "modules/smart-assistant/views/site/navbar"
 }
@@ -0,0 +1,7 @@
+{
+    "itemViews": {
+        "SmartRequest": "modules/smart-assistant/views/stream/notes/smart-request",
+        "SmartResponse": "modules/smart-assistant/views/stream/notes/smart-response",
+        "SmartAction": "modules/smart-assistant/views/stream/notes/smart-action"
+    }
+}
@@ -1,5 +1,5 @@
 {
-    "view": "custom:modules/smart-assistant/views/dashlets/smart-assistant",
-    "optionsView": "custom:modules/smart-assistant/views/dashlets/options/smart-assistant",
+    "view": "modules/smart-assistant/views/dashlets/smart-assistant",
+    "optionsView": "modules/smart-assistant/views/dashlets/options/smart-assistant",
    "aclScope": "Case"
 }
@@ -0,0 +1 @@
+{"fields":{"name":{"type":"varchar","maxLength":255,"required":true},"conversationKey":{"type":"varchar","maxLength":255,"required":true},"conversationType":{"type":"enum","options":["office","case"],"default":"office","required":true},"status":{"type":"varchar","maxLength":50,"default":"Active"},"assignedUser":{"type":"link"},"case":{"type":"link"},"caseName":{"type":"varchar","maxLength":255},"messageCount":{"type":"int","default":0},"messagesData":{"type":"jsonArray"},"lastMessageAt":{"type":"datetime"},"lastMessagePreview":{"type":"text","maxLength":200},"createdAt":{"type":"datetime","readOnly":true},"modifiedAt":{"type":"datetime","readOnly":true},"createdBy":{"type":"link","readOnly":true},"modifiedBy":{"type":"link","readOnly":true}},"links":{"assignedUser":{"type":"belongsTo","entity":"User"},"case":{"type":"belongsTo","entity":"Case"},"createdBy":{"type":"belongsTo","entity":"User"},"modifiedBy":{"type":"belongsTo","entity":"User"}},"collection":{"orderBy":"lastMessageAt","order":"desc","textFilterFields":["name","lastMessagePreview"]},"indexes":{"conversationKey":{"columns":["conversationKey","deleted"],"type":"unique"},"assignedUser":{"columns":["assignedUserId","deleted"]},"caseId":{"columns":["caseId","deleted"]},"conversationType":{"columns":["conversationType","deleted"]}}}
@@ -0,0 +1 @@
+{"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":false}
@@ -5,5 +5,6 @@
        "espocrm": ">=8.0.0"
    },
    "author": "klear",
-    "description": "Unified AI Assistant for Legal CRM"
+    "description": "Unified AI Assistant for Legal CRM",
+    "clientModule": "smart-assistant"
 }
@@ -1,4 +1,12 @@
 [
+    {
+        "route": "/SmartAssistant/action/status",
+        "method": "get",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "status"
+        }
+    },
    {
        "route": "/SmartAssistant/action/chat",
        "method": "post",
@@ -243,6 +243,78 @@ class AlertCalculator
        return array_values($userCounts);
    }

+    public function getOpenCaseItems(int $limit = 30): array
+    {
+        $items = [];
+        $cases = $this->entityManager->getRDBRepository('Case')
+            ->select(['id', 'name', 'status', 'assignedUserName', 'cLastActivityAt', 'createdAt'])
+            ->where(['status!=' => self::CLOSED_STATUSES, 'deleted' => false])
+            ->order('createdAt', 'DESC')
+            ->limit(0, $limit)
+            ->find();
+
+        $statusLabels = [
+            'New' => 'חדש', 'Assigned' => 'שובץ', 'Pending' => 'ממתין',
+            'PendingHearing' => 'ממתין לדיון', 'PendingDecision' => 'ממתין להחלטה',
+            'PendingResponse' => 'ממתין לתגובה', 'Negotiation' => 'משא ומתן', 'Suspended' => 'מושהה',
+        ];
+
+        foreach ($cases as $case) {
+            $status = $case->get('status');
+            $label = $statusLabels[$status] ?? $status;
+            $assigned = $case->get('assignedUserName');
+
+            $items[] = [
+                'type' => 'open_case',
+                'severity' => 'info',
+                'caseId' => $case->get('id'),
+                'caseName' => $case->get('name'),
+                'message' => $case->get('name') . ' — ' . $label . ($assigned ? ' (' . $assigned . ')' : ''),
+            ];
+        }
+        return $items;
+    }
+
+    public function getUpcomingHearingItems(int $days = 7): array
+    {
+        $today = date('Y-m-d');
+        $threshold = date('Y-m-d', strtotime("+{$days} days"));
+        $items = [];
+
+        $cases = $this->entityManager->getRDBRepository('Case')
+            ->select(['id', 'name', 'cNextHearing', 'cCourt', 'assignedUserName'])
+            ->where([
+                'cNextHearing>=' => $today,
+                'cNextHearing<=' => $threshold,
+                'status!=' => self::CLOSED_STATUSES,
+                'deleted' => false,
+            ])
+            ->order('cNextHearing', 'ASC')
+            ->find();
+
+        foreach ($cases as $case) {
+            $daysUntil = (new \DateTime())->diff(new \DateTime($case->get('cNextHearing')))->days;
+            $court = $case->get('cCourt');
+            $severity = ($daysUntil <= 1) ? 'warning' : 'info';
+
+            $msg = $case->get('name') . ' — דיון בעוד ' . $daysUntil . ' ימים';
+            if ($court) {
+                $msg .= ' (' . $court . ')';
+            }
+
+            $items[] = [
+                'type' => 'upcoming_hearing',
+                'severity' => $severity,
+                'caseId' => $case->get('id'),
+                'caseName' => $case->get('name'),
+                'hearingDate' => $case->get('cNextHearing'),
+                'daysUntil' => $daysUntil,
+                'message' => $msg,
+            ];
+        }
+        return $items;
+    }
+
    public function getUpcomingHearings(int $days = 7): array
    {
        $today = date('Y-m-d');
@@ -236,14 +236,27 @@ class SmartAssistantService
        }
    }

+    public function getStatus(): array
+    {
+        $webhookUrl = $this->getWebhookUrl();
+
+        return [
+            'enabled' => $webhookUrl !== null,
+            'webhookConfigured' => !empty($webhookUrl),
+        ];
+    }
+
    public function getSummary(): array
    {
        $alertCalc = $this->injectableFactory->create(AlertCalculator::class);
        $thresholds = $this->getThresholds();
+        $hearingDays = $thresholds['upcomingHearingDays'] ?? 7;

        return [
            'summary' => $alertCalc->getSummary(),
            'alerts' => $alertCalc->calculateAlerts($thresholds),
+            'openCases' => $alertCalc->getOpenCaseItems(),
+            'upcomingHearings' => $alertCalc->getUpcomingHearingItems($hearingDays),
        ];
    }

@@ -406,14 +419,11 @@ class SmartAssistantService

    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;
-                }
+        $integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
+        if ($integration && $integration->get('enabled')) {
+            $data = $integration->get('data') ?? (object) [];
+            if (!empty($data->webhookUrl)) {
+                return $data->webhookUrl;
            }
        }
        return null;
@@ -421,13 +431,11 @@ class SmartAssistantService

    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;
-                }
+        $integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
+        if ($integration && $integration->get('enabled')) {
+            $data = $integration->get('data') ?? (object) [];
+            if (!empty($data->apiKey)) {
+                return $data->apiKey;
            }
        }
        return null;
@@ -435,16 +443,14 @@ class SmartAssistantService

    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,
-                ];
-            }
+        $integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
+        if ($integration && $integration->get('enabled')) {
+            $data = (array) ($integration->get('data') ?? []);
+            return [
+                'inactivityWarningDays' => $data['inactivityWarningDays'] ?? 14,
+                'inactivityCriticalDays' => $data['inactivityCriticalDays'] ?? 30,
+                'upcomingHearingDays' => $data['upcomingHearingDays'] ?? 7,
+            ];
        }
        return [];
    }
@@ -1,10 +1,14 @@
 {
-    "name": "Smart Assistant",
+    "name": "SmartAssistant",
    "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"]
+    "version": "1.1.5",
+    "acceptableVersions": [
+        ">=8.0.0"
+    ],
+    "releaseDate": "2026-03-29",
+    "php": [
+        ">=8.1"
+    ]
 }
Author	SHA1	Message	Date
chaim	07df19b412	fix: stream notes showing empty content - add data() method SmartRequest and SmartAction note views were missing data() method, so {{post}} in the template resolved to empty string. Added proper data() with escapeString formatting, consistent with SmartResponse. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-03 14:09:05 +00:00
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	1eb856b178	feat: rename assistant to שירה (Shira)	2026-03-31 23:12:31 +00:00
chaim	c9d08aa1b9	feat: rename assistant to שירה (Shira)	2026-03-31 23:12:29 +00:00
chaim	233f56eccf	feat: add status endpoint, hide FAB/dashlet when integration disabled	2026-03-31 23:10:59 +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	92c3cd2cdc	release: v1.0.7	2026-03-31 23:01:33 +00:00
chaim	3102bcff77	feat: clickable dashlet cards with detail drill-down	2026-03-31 23:01:19 +00:00
chaim	f5c60f4272	release: v1.0.6	2026-03-31 22:56:28 +00:00
chaim	21c3e33635	fix: add getColor to dashlet for EspoCRM v9 compatibility	2026-03-31 22:56:08 +00:00
chaim	ffbb648dd5	release: v1.0.5	2026-03-31 22:53:23 +00:00
chaim	f915faafdc	fix: add getActionItemDataList to dashlet for EspoCRM v9 compatibility	2026-03-31 22:53:10 +00:00
chaim	b9abe5f921	release: v1.0.4 — add AssistantConversation entity	2026-03-31 20:33:21 +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	2c34d56c64	release: v1.0.3	2026-03-29 21:34:38 +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	96e7c8e9e0	release: v1.0.2	2026-03-29 20:58:35 +00:00
chaim	f3805424d3	fix: correct CSS and script paths in app/client.json metadata Move CSS to module root (not inside src/), fix script paths to include src/ prefix for handler/view JS files loaded via scriptList. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-03-29 20:58:22 +00:00
chaim	1eea85da2b	release: v1.0.1	2026-03-29 20:52:18 +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	95ca8a0af4	docs: add comprehensive Hebrew README Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-03-26 18:53:09 +00:00
chaim	bd1cd17490	chore: auto-update README version from manifest on build build.sh now updates the version in README.md from manifest.json before creating the ZIP package. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-03-26 18:49:22 +00:00
chaim	ffd966a4f0	chore: add composer.json for automated Composer Registry publishing Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-03-26 09:12:23 +00:00
				`@@ -0,0 +1 @@`
				{"labels":{"Create AssistantConversation":"New Conversation"},"fields":{"name":"Title","conversationKey":"Conversation Key","conversationType":"Type","status":"Status","assignedUser":"User","case":"Case","caseName":"Case Name","messageCount":"Messages","messagesData":"Messages Data","lastMessageAt":"Last Message","lastMessagePreview":"Preview","createdAt":"Created At","modifiedAt":"Modified At","createdBy":"Created By","modifiedBy":"Modified By"},"links":{"assignedUser":"User","case":"Case"},"options":{"conversationType":{"office":"Office","case":"Case"}}}
				`@@ -0,0 +1 @@`
				{"fields":{"name":{"type":"varchar","maxLength":255,"required":true},"conversationKey":{"type":"varchar","maxLength":255,"required":true},"conversationType":{"type":"enum","options":["office","case"],"default":"office","required":true},"status":{"type":"varchar","maxLength":50,"default":"Active"},"assignedUser":{"type":"link"},"case":{"type":"link"},"caseName":{"type":"varchar","maxLength":255},"messageCount":{"type":"int","default":0},"messagesData":{"type":"jsonArray"},"lastMessageAt":{"type":"datetime"},"lastMessagePreview":{"type":"text","maxLength":200},"createdAt":{"type":"datetime","readOnly":true},"modifiedAt":{"type":"datetime","readOnly":true},"createdBy":{"type":"link","readOnly":true},"modifiedBy":{"type":"link","readOnly":true}},"links":{"assignedUser":{"type":"belongsTo","entity":"User"},"case":{"type":"belongsTo","entity":"Case"},"createdBy":{"type":"belongsTo","entity":"User"},"modifiedBy":{"type":"belongsTo","entity":"User"}},"collection":{"orderBy":"lastMessageAt","order":"desc","textFilterFields":["name","lastMessagePreview"]},"indexes":{"conversationKey":{"columns":["conversationKey","deleted"],"type":"unique"},"assignedUser":{"columns":["assignedUserId","deleted"]},"caseId":{"columns":["caseId","deleted"]},"conversationType":{"columns":["conversationType","deleted"]}}}
				`@@ -0,0 +1 @@`
				`{"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":false}`