feat: rename assistant to שירה (Shira)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

README.md

@@ -1,6 +1,6 @@
 # SmartAssistant - עוזר חכם
 
-**גרסה:** 1.0.1 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
+**גרסה:** 1.0.3 | **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.

files/client/custom/modules/smart-assistant/src/views/dashlets/smart-assistant.js

@@ -11,32 +11,60 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
         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 class="sa-dashlet-detail" style="max-height: 250px; overflow-y: auto;"></div>' +
             '</div>',
 
+        events: {
+            'click .sa-card': function (e) {
+                var type = $(e.currentTarget).data('type');
+                this.showDetail(type);
+            },
+        },
+
         afterRender: function () {
-            this.loadSummary();
+            this._alerts = [];
+            this._summary = {};
+            this._activeType = null;
+
+            var self = this;
+            Espo.Ajax.getRequest('SmartAssistant/action/status').then(function (result) {
+                if (!result.enabled) {
+                    self.$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.renderCards(response.summary || {});
+                self._summary = response.summary || {};
-                self.renderAlerts(response.alerts || []);
+                self._alerts = response.alerts || [];
+                self.renderCards(self._summary);
+                self.showDetail(self._activeType);
             }).catch(function () {});
         },
 
         renderCards: function (summary) {
             var cards = [
-                {label: 'תיקים פתוחים', value: summary.totalOpenCases || 0, color: '#1565c0', bg: '#e3f2fd', icon: 'fa-folder-open'},
+                {type: 'open', 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'},
+                {type: 'overdue', 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'},
+                {type: 'hearings', 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'},
+                {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) {
-                html += '<div style="flex: 1; min-width: 80px; background: ' + c.bg + '; padding: 10px; border-radius: 8px; text-align: center;">' +
+                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>';
@@ -45,10 +73,35 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
             this.$el.find('.sa-dashlet-cards').html(html);
         },
 
-        renderAlerts: function (alerts) {
+        showDetail: function (type) {
-            var $alerts = this.$el.find('.sa-dashlet-alerts');
+            var $detail = this.$el.find('.sa-dashlet-detail');
-            if (alerts.length === 0) {
+
-                $alerts.html('<div style="text-align: center; color: #4caf50; padding: 12px;">אין התראות</div>');
+            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 = alerts.filter(function (a) { return a.type === 'hearing_no_prep'; });
+            } else if (type === 'attention') {
+                items = alerts.filter(function (a) { return a.severity === 'critical' || a.severity === 'warning'; });
+            } else if (type === 'open') {
+                items = alerts.filter(function (a) { return a.type === 'inactive_case' || a.type === 'unassigned_case'; });
+            }
+
+            if (items.length === 0) {
+                $detail.html('<div style="text-align: center; color: #999; padding: 12px; font-size: 12px;">אין פריטים להצגה</div>');
                 return;
             }
 
@@ -56,21 +109,36 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
             var severityIcons = {critical: 'fa-exclamation-circle', warning: 'fa-exclamation-triangle', info: 'fa-info-circle'};
 
             var html = '';
-            alerts.slice(0, 10).forEach(function (a) {
+            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 0; border-bottom: 1px solid #f5f5f5; font-size: 12px; color: ' + color + ';">' +
+                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>' +
-                    '<span>' + Espo.Utils.escapeString(a.message) + '</span>' +
+                    link + Espo.Utils.escapeString(a.message) + linkEnd +
                     '</div>';
             });
 
-            $alerts.html(html);
+            $detail.html(html);
         },
 
         actionRefresh: function () {
             this.loadSummary();
         },
+
+        getActionItemDataList: function () {
+            return [
+                {
+                    name: 'refresh',
+                    iconHtml: '<span class="fas fa-sync-alt"></span>',
+                },
+            ];
+        },
+
+        getColor: function () {
+            return '#5c6bc0';
+        },
     });
 });

files/client/custom/modules/smart-assistant/src/views/floating-chat.js

@@ -158,10 +158,22 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
         },
 
         afterRender: function () {
-            this.$el.find('.sa-chat-messages').attr('data-empty-text',
+            var self = this;
-                this.translate('Chat with the assistant', 'labels', 'SmartAssistant') || 'שוחח/י עם העוזר החכם');
+
-            this.loadAlertCount();
+            Espo.Ajax.getRequest('SmartAssistant/action/status').then(function (result) {
-            this._setupRouteListener();
+                if (!result.enabled) {
+                    self.$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 () {

files/custom/Espo/Modules/SmartAssistant/Controllers/SmartAssistant.php

@@ -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();

files/custom/Espo/Modules/SmartAssistant/Resources/i18n/en_US/AssistantConversation.json

@@ -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"}}}

files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/AssistantConversation.json

@@ -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"}}}

files/custom/Espo/Modules/SmartAssistant/Resources/i18n/fa_IR/SmartAssistant.json

@@ -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",

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/entityDefs/AssistantConversation.json

@@ -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"]}}}

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/scopes/AssistantConversation.json

@@ -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}

files/custom/Espo/Modules/SmartAssistant/Resources/module.json

@@ -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"
 }

files/custom/Espo/Modules/SmartAssistant/Resources/routes.json

@@ -1,4 +1,12 @@
 [
+    {
+        "route": "/SmartAssistant/action/status",
+        "method": "get",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "status"
+        }
+    },
     {
         "route": "/SmartAssistant/action/chat",
         "method": "post",

files/custom/Espo/Modules/SmartAssistant/Services/SmartAssistantService.php

@@ -236,6 +236,16 @@ 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);

manifest.json

@@ -3,7 +3,7 @@
     "module": "SmartAssistant",
     "description": "Unified AI Assistant for Legal CRM — floating chat with case memory, office alerts, and n8n integration",
     "author": "klear",
-    "version": "1.0.1",
+    "version": "1.0.9",
     "acceptableVersions": [
         ">=8.0.0"
     ],