feat: SmartAssistant v2.4.0 — create_call tool + behavioral rules system

- 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>

DEPLOYMENT_PROMPT.md

@@ -0,0 +1,120 @@
+# SmartAssistant — פרומפט פריסה לסביבת פיתוח
+
+> **העתק את הפרומפט הבא כהודעה פותחת בשיחה חדשה של Claude Code, מתוך תיקיית הפרויקט.**
+
+---
+
+```
+## הקשר
+
+אני עובד על הרחבת SmartAssistant ל-EspoCRM — עוזר AI צף למשרד עורכי דין.
+הקוד מוכן (v1.0.3), וצריך להשלים את הפריסה בסביבת הפיתוח.
+
+קרא את DEPLOYMENT_REVIEW.md לסיכום מלא של מה בוצע, מה נבדק, ומה נשאר.
+
+## סביבת הפיתוח
+
+- EspoCRM Dev: https://espocrm.dev.marcus-law.co.il (Coolify UUID: c591uqmu49qa5kh7t2z7a2mp)
+- n8n: https://n8n.dev.marcus-law.co.il
+- Gitea: https://gitea.dev.marcus-law.co.il (repo: espocrm-extensions/SmartAssistant)
+- קרדנשיאלים ב-Infisical (תיקיות /espocrm, /n8n)
+
+## המשימות — שלב 1: הכנה לפריסה
+
+בצע את המשימות הבאות בסדר. לפני כל שלב — עדכן אותי מה אתה הולך לעשות וחכה לאישור.
+
+### 1. בדיקת תאימות סביבה
+- בדוק גרסת EspoCRM בסביבת dev (צריך >= 8.0.0)
+- בדוק גרסת PHP (צריך >= 8.1)
+- בדוק שאין שאריות של מודולים ישנים (CrmAssistant / OfficeAssistant הוסרו מהפרויקט)
+
+### 2. בדיקת אנטיטי AssistantConversation
+- המודול משתמש באנטיטי AssistantConversation לשמירת שיחות (ראה ConversationRepository.php)
+- בדוק אם האנטיטי הזה קיים ב-EspoCRM Dev
+- אם לא קיים — צריך ליצור אותו. בדוק את הקוד ב-ConversationRepository.php כדי להבין אילו שדות נדרשים, והכן entityDefs JSON
+
+### 3. בניית n8n Workflow לטיפול בצ'אט
+זה הרכיב הקריטי החסר. המודול שולח webhook ל-n8n ומצפה לתשובה.
+
+**Webhook Payload (נשלח מ-EspoCRM):**
+```json
+{
+  "message": "הודעת המשתמש",
+  "context": { ... הקשר תיק/משרד מלא ... },
+  "conversationId": "conv_xxx",
+  "conversationHistory": [{ "role": "user/assistant", "content": "..." }],
+  "mode": "office|case"
+}
+```
+
+**Response נדרש (חזרה ל-EspoCRM):**
+```json
+{
+  "text": "תשובת העוזר",
+  "actions": [
+    {
+      "tool": "create_task|add_note|change_status|create_meeting|schedule_hearing|list_documents|analyze_document|save_memory|rename_document",
+      "params": { ... },
+      "actionId": "action_xxx",
+      "displayText": "תיאור הפעולה למשתמש"
+    }
+  ]
+}
+```
+
+**הפעולות שהעוזר יכול לבקש:**
+
+| כלי | פרמטרים | דורש אישור |
+|------|----------|------------|
+| create_task | name, dateEnd, priority, description | כן |
+| add_note | text | כן |
+| change_status | status | כן |
+| create_meeting | name, dateStart, dateEnd, description | כן |
+| create_call | name, dateStart, dateEnd, description, direction, status | כן |
+| schedule_hearing | date, description | כן |
+| list_documents | — | לא (מיידי) |
+| analyze_document | documentId | כן |
+| save_memory | name, content, category, importance | לא (מיידי) |
+| save_rule | name, rule, scope (global/case/office) | לא (מיידי) |
+| rename_document | documentId, newName | כן |
+
+**דרישות ל-Workflow:**
+- Webhook trigger שמקבל POST
+- שליחת ההודעה + הקשר ל-LLM (Claude/GPT)
+- System prompt שמכיר את הכלים הזמינים ואת פורמט התשובה
+- החזרת JSON תקין בפורמט למעלה
+- שמירת היסטוריית שיחה (conversationId)
+- טיפול בשני המצבים (office/case) עם system prompts מתאימים
+
+### 4. הגדרת Integration ב-EspoCRM
+אחרי שה-workflow מוכן:
+- Admin > Integrations > Smart Assistant
+- webhookUrl = כתובת ה-webhook מ-n8n
+- apiKey = מפתח אימות (אם הגדרנו)
+- שאר הערכים: ברירת מחדל
+
+### 5. בדיקות ידניות ראשונות
+אחרי הפריסה:
+- [ ] האם ה-FAB (כפתור צ'אט) מופיע?
+- [ ] האם ניתן לשלוח הודעה במצב משרד ולקבל תשובה?
+- [ ] האם ניתן לנווט לתיק ולשלוח הודעה במצב תיק?
+- [ ] האם פעולות מוצגות לאישור?
+- [ ] האם ההתראות מופיעות ב-navbar?
+- [ ] האם הדשלט מציג נתונים?
+
+## הנחיות
+
+- השתמש ב-MCP tools (Coolify, Gitea, n8n, Infisical) לכל פעולה
+- אל תבצע פעולות הרסניות בלי אישור שלי
+- אם נתקלת בבעיה — תאר מה קרה ומה ניסית, ותשאל מה לעשות
+- עדכן את DEPLOYMENT_REVIEW.md עם כל ממצא חדש
+```
+
+---
+
+## הערות שימוש
+
+- **היכן להריץ:** בתיקיית `/home/chaim/espocrm-extensions/SmartAssistant`
+- **MCP נדרשים:** coolify-dev, gitea-dev, n8n-dev, infisical
+- **משך משוער:** השלב הקריטי הוא בניית ה-n8n workflow (#3) — זה ידרוש עיצוב system prompts ובדיקות
+- **מה הפרומפט לא כולל:** הסרת מודולים ישנים (תלוי בממצאי שלב 1), הוספת תרגום he_IL (שיפור עתידי)

README.md

@@ -1,12 +1,10 @@
 # SmartAssistant - עוזר חכם
 
-**גרסה:** 1.0.2 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
+**גרסה:** 1.1.7 | **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.
 
-מחליף את CrmAssistant + OfficeAssistant (deprecated).
-
 ## תלויות
 - Webhook חיצוני (n8n או דומה) לעיבוד AI
 - NetworkStorageIntegration / NextCloudIntegration (אופציונלי — לניתוח מסמכים)

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

@@ -5,38 +5,68 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
         name: 'SmartAssistant',
 
         getTitle: function () {
-            return this.translate('Smart Assistant', 'labels', 'SmartAssistant') || 'Smart Assistant';
+            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-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.renderAlerts(response.alerts || []);
+                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 = [
-                {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'},
+                {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) {
-                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 +75,36 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
             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>');
+        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;
             }
 
@@ -56,21 +112,36 @@ 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 + self.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

@@ -3,13 +3,16 @@ define('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>' +
+            '<div class="sa-fab-wrapper">' +
+            '  <div class="sa-fab" title="{{translate \'Smart Assistant\' scope=\'SmartAssistant\'}}">' +
+            '    <img src="client/custom/modules/smart-assistant/img/shira-avatar.png" class="sa-fab-avatar" alt="שירה">' +
+            '  </div>' +
             '  <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>' +
+            '    <img src="client/custom/modules/smart-assistant/img/shira-avatar.png" style="width: 26px; height: 26px; border-radius: 50%; margin-left: 8px;">' +
+            '    <span class="sa-chat-title">שירה</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;">' +
@@ -50,7 +53,7 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (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\'}}">' +
+            '      <textarea class="form-control sa-chat-input" rows="1" placeholder="{{translate \'Ask the assistant...\' scope=\'SmartAssistant\'}}"></textarea>' +
             '      <button class="btn btn-primary sa-chat-send" type="button" disabled>' +
             '        <span class="fas fa-paper-plane"></span>' +
             '      </button>' +
@@ -59,9 +62,11 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
             '</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-fab-wrapper { position: relative; display: inline-block; }' +
+            '.sa-fab { width: 56px; height: 56px; border-radius: 50%; background: transparent; 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; overflow: hidden; }' +
+            '.sa-fab:hover { transform: scale(1.08); }' +
+            '.sa-fab-avatar { width: 100%; height: 100%; object-fit: cover; }' +
+            '.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; z-index: 1; }' +
             '.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; }' +
@@ -76,14 +81,20 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
             '.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-assistant { background: #f5f0ff; margin-right: auto; margin-left: 0; text-align: right; position: relative; padding-right: 36px; }' +
+            '.sa-msg-assistant::before { content: ""; position: absolute; right: 6px; top: 6px; width: 24px; height: 24px; border-radius: 50%; background: url(client/custom/modules/smart-assistant/img/shira-avatar.png) center/cover; }' +
             '.sa-msg-error { background: #fce4ec; color: #c62828; }' +
             '.sa-msg-loading { background: #f5f5f5; color: #999; }' +
+            '.sa-table { width: 100%; border-collapse: collapse; margin: 6px 0; font-size: 12px; direction: rtl; text-align: right; }' +
+            '.sa-table th, .sa-table td { border: 1px solid #ddd; padding: 5px 8px; white-space: nowrap; unicode-bidi: plaintext; }' +
+            '.sa-table th { background: #f0eef8; font-weight: 600; color: #333; }' +
+            '.sa-table tr:nth-child(even) { background: #fafafa; }' +
+            '.sa-table tr:hover { background: #f5f0ff; }' +
             '.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-input-row { display: flex; gap: 8px; padding: 10px 14px; border-top: 1px solid #eee; direction: rtl; align-items: flex-end; }' +
+            '.sa-chat-input { flex: 1; border-radius: 16px; padding: 8px 14px; font-size: 13px; direction: rtl; resize: none; overflow-y: auto; max-height: 120px; min-height: 36px; line-height: 1.4; font-family: inherit; }' +
             '.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; }' +
@@ -141,11 +152,14 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
                 var cat = $(e.currentTarget).data('category');
                 this.filterMemory(cat);
             },
-            'keypress .sa-chat-input': function (e) {
+            'keydown .sa-chat-input': function (e) {
                 if (e.key === 'Enter' && !e.shiftKey) { e.preventDefault(); this.sendMessage(); }
             },
             'input .sa-chat-input': function (e) {
                 this.$el.find('.sa-chat-send').prop('disabled', !e.target.value.trim());
+                // Auto-grow textarea
+                e.target.style.height = 'auto';
+                e.target.style.height = Math.min(e.target.scrollHeight, 120) + 'px';
             },
             'click .sa-action-approve': function (e) {
                 var $btn = $(e.currentTarget);
@@ -158,10 +172,22 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
         },
 
         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 שירה');
+                self.loadAlertCount();
+                self._setupRouteListener();
+            }).catch(function () {
+                self.$el.find('.sa-fab').hide();
+            });
         },
 
         _setupRouteListener: function () {
@@ -405,12 +431,12 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
 
             $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>');
+                this.escapeHtml(this.translate('Thinking', 'labels', 'SmartAssistant') || 'חושבת...') + '</div>');
             $messages.append($loading);
             this.scrollToBottom();
 
             $btn.prop('disabled', true);
-            $input.prop('disabled', true).val('');
+            $input.prop('disabled', true).val('').css('height', 'auto');
 
             var payload = {
                 message: message,
@@ -427,19 +453,12 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
 
                 $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);
+                // Auto-refresh panels if actions were executed
+                if (response.executedActions && response.executedActions.length > 0) {
+                    response.executedActions.forEach(function (action) {
+                        if (action.entityType) {
+                            self.refreshCurrentView(action.entityType);
+                        }
                     });
                 }
 
@@ -468,6 +487,10 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
                 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();
+
+                if (approved && result.success) {
+                    self.refreshCurrentView(result.entityType);
+                }
             }).catch(function () {
                 $messages.append('<div class="sa-msg sa-msg-error">שגיאה בביצוע הפעולה</div>');
                 self.scrollToBottom();
@@ -595,11 +618,101 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
 
         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;
+
+            var self = this;
+            var LRM = '\u200E';
+
+            // Split into lines for table detection
+            var lines = text.split('\n');
+            var result = [];
+            var i = 0;
+
+            while (i < lines.length) {
+                // Detect markdown table: line with |, followed by separator |---|, followed by more | lines
+                if (lines[i].indexOf('|') !== -1 && i + 1 < lines.length && /^\|?[\s\-:|]+\|/.test(lines[i + 1])) {
+                    var tableLines = [];
+                    var j = i;
+
+                    // Collect all contiguous lines that contain |
+                    while (j < lines.length && lines[j].indexOf('|') !== -1) {
+                        tableLines.push(lines[j]);
+                        j++;
+                    }
+
+                    if (tableLines.length >= 2) {
+                        result.push(self.renderMarkdownTable(tableLines, LRM));
+                        i = j;
+                        continue;
+                    }
+                }
+
+                // Regular line — escape and format
+                var line = self.escapeHtml(lines[i]);
+                line = line.replace(/\*\*(.*?)\*\*/g, '<strong>$1</strong>');
+
+                // Headings
+                line = line.replace(/^### (.+)/, '<strong style="font-size: 14px;">$1</strong>');
+                line = line.replace(/^## (.+)/, '<strong style="font-size: 15px;">$1</strong>');
+
+                // List items
+                line = line.replace(/^[-*] (.+)/, '&bull; $1');
+
+                // Numbered lists
+                line = line.replace(/^(\d+)\. (.+)/, '$1. $2');
+
+                result.push(line);
+                i++;
+            }
+
+            return result.join('<br>');
+        },
+
+        renderMarkdownTable: function (lines, LRM) {
+            var self = this;
+
+            var parseRow = function (line) {
+                // Remove leading/trailing |, split by |
+                var trimmed = line.replace(/^\|/, '').replace(/\|$/, '');
+                return trimmed.split('|').map(function (cell) { return cell.trim(); });
+            };
+
+            // First line = headers
+            var headers = parseRow(lines[0]);
+
+            // Skip separator line (line[1])
+            // Remaining lines = data rows
+            var rows = [];
+            for (var i = 2; i < lines.length; i++) {
+                // Skip if it looks like another separator
+                if (/^[\s\-:|]+$/.test(lines[i].replace(/\|/g, ''))) continue;
+                rows.push(parseRow(lines[i]));
+            }
+
+            // Build HTML table with LRM for BiDi safety
+            var html = '<table class="sa-table" dir="rtl">';
+
+            // Header
+            html += '<thead><tr>';
+            headers.forEach(function (h) {
+                var escaped = self.escapeHtml(h).replace(/\*\*(.*?)\*\*/g, '<strong>$1</strong>');
+                html += '<th>' + LRM + escaped + LRM + '</th>';
+            });
+            html += '</tr></thead>';
+
+            // Body
+            html += '<tbody>';
+            rows.forEach(function (row) {
+                html += '<tr>';
+                for (var c = 0; c < headers.length; c++) {
+                    var cell = row[c] !== undefined ? row[c] : '';
+                    var escaped = self.escapeHtml(cell).replace(/\*\*(.*?)\*\*/g, '<strong>$1</strong>');
+                    html += '<td>' + LRM + escaped + LRM + '</td>';
+                }
+                html += '</tr>';
+            });
+            html += '</tbody></table>';
+
+            return html;
         },
 
         escapeHtml: function (text) {
@@ -608,5 +721,37 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
             div.textContent = text;
             return div.innerHTML;
         },
+
+        refreshCurrentView: function (entityType) {
+            var mainView = this.getParentView();
+
+            while (mainView && mainView.getParentView()) {
+                mainView = mainView.getParentView();
+            }
+
+            if (!mainView) return;
+
+            var currentView = mainView.getView('main');
+
+            if (!currentView) return;
+
+            var recordView = currentView.getView('record');
+
+            if (recordView && recordView.model) {
+                recordView.model.trigger('update-all');
+            }
+
+            if (entityType === 'Task' || entityType === 'Meeting') {
+                var sideView = currentView.getView('side');
+
+                if (sideView) {
+                    var activities = sideView.getView('activities');
+                    var tasks = sideView.getView('tasks');
+
+                    if (activities && activities.actionRefresh) activities.actionRefresh();
+                    if (tasks && tasks.actionRefresh) tasks.actionRefresh();
+                }
+            }
+        },
     });
 });

files/client/custom/modules/smart-assistant/src/views/stream/notes/smart-action.js

@@ -5,7 +5,7 @@ define('modules/smart-assistant/views/stream/notes/smart-action', ['views/stream
         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('modules/smart-assistant/views/stream/notes/smart-action', ['views/stream
             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') {

files/client/custom/modules/smart-assistant/src/views/stream/notes/smart-request.js

@@ -5,11 +5,22 @@ define('modules/smart-assistant/views/stream/notes/smart-request', ['views/strea
         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}}' +
+            '{{{formattedPost}}}' +
             '</div>',
 
-        setup: function () {
-            NoteView.prototype.setup.call(this);
+        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;
         },
     });
 });

files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/FileStorageFactory.php

@@ -1,54 +0,0 @@
-<?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);
-    }
-}

files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/FileStorageInterface.php

@@ -1,12 +0,0 @@
-<?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;
-}

files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/NextCloudFileStorage.php

@@ -1,21 +0,0 @@
-<?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); }
-}

files/custom/Espo/Modules/SmartAssistant/Classes/FileStorage/WebDavFileStorage.php

@@ -1,234 +0,0 @@
-<?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;
-    }
-}

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/en_US/AssistantRule.json

@@ -0,0 +1,22 @@
+{
+    "labels": {
+        "Create AssistantRule": "Create Rule"
+    },
+    "fields": {
+        "name": "Name",
+        "rule": "Rule",
+        "scope": "Scope",
+        "isActive": "Active",
+        "createdAt": "Created At",
+        "modifiedAt": "Modified At",
+        "createdBy": "Created By",
+        "modifiedBy": "Modified By"
+    },
+    "options": {
+        "scope": {
+            "global": "Global",
+            "case": "Case Mode",
+            "office": "Office Mode"
+        }
+    }
+}

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

@@ -1,10 +1,12 @@
 {
     "scopeNames": {
         "CaseMemory": "Case Memory",
+        "AssistantRule": "Assistant Rule",
         "SmartAssistant": "Smart Assistant"
     },
     "scopeNamesPlural": {
         "CaseMemory": "Case Memories",
+        "AssistantRule": "Assistant Rules",
         "SmartAssistant": "Smart Assistant"
     }
 }

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

@@ -3,6 +3,7 @@
     "fields": {
         "webhookUrl": "Webhook URL",
         "apiKey": "API Key",
+        "espocrmApiKey": "EspoCRM API Key",
         "maxMessagesPerHour": "Max Messages Per Hour",
         "inactivityWarningDays": "Inactivity Warning Days",
         "inactivityCriticalDays": "Inactivity Critical Days",

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/AssistantRule.json

@@ -0,0 +1,22 @@
+{
+    "labels": {
+        "Create AssistantRule": "הוסף כלל"
+    },
+    "fields": {
+        "name": "שם",
+        "rule": "כלל",
+        "scope": "היקף",
+        "isActive": "פעיל",
+        "createdAt": "נוצר בתאריך",
+        "modifiedAt": "עודכן בתאריך",
+        "createdBy": "נוצר על ידי",
+        "modifiedBy": "עודכן על ידי"
+    },
+    "options": {
+        "scope": {
+            "global": "גלובלי",
+            "case": "מצב תיק",
+            "office": "מצב משרד"
+        }
+    }
+}

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

@@ -1,10 +1,12 @@
 {
     "scopeNames": {
         "CaseMemory": "זיכרון תיק",
+        "AssistantRule": "כלל התנהגות",
         "SmartAssistant": "עוזר חכם"
     },
     "scopeNamesPlural": {
         "CaseMemory": "זיכרונות תיקים",
+        "AssistantRule": "כללי התנהגות",
         "SmartAssistant": "עוזר חכם"
     }
 }

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

@@ -3,6 +3,7 @@
     "fields": {
         "webhookUrl": "כתובת Webhook",
         "apiKey": "מפתח API",
+        "espocrmApiKey": "מפתח API של EspoCRM",
         "maxMessagesPerHour": "מקסימום הודעות לשעה",
         "inactivityWarningDays": "ימים לאזהרת חוסר פעילות",
         "inactivityCriticalDays": "ימים לאזהרה קריטית",

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

@@ -1,19 +1,19 @@
 {
     "labels": {
-        "Smart Assistant": "עוזר חכם",
+        "Smart Assistant": "שירה",
         "Office Mode": "מצב משרד",
         "Case Mode": "מצב תיק",
-        "Add Memory": "הוסף זיכרון",
-        "Search Memory": "חפש בזיכרון",
+        "Add Memory": "הוספת זיכרון",
+        "Search Memory": "חיפוש 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...",
+        "Ask the assistant...": "שאל/י את שירה...",
+        "Thinking": "חושבת...",
         "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/clientDefs/Note.json

@@ -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"
+    }
+}

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/entityDefs/AssistantRule.json

@@ -0,0 +1,56 @@
+{
+    "fields": {
+        "name": {
+            "type": "varchar",
+            "maxLength": 255,
+            "required": true
+        },
+        "rule": {
+            "type": "text",
+            "required": true
+        },
+        "scope": {
+            "type": "enum",
+            "options": ["global", "case", "office"],
+            "default": "global"
+        },
+        "isActive": {
+            "type": "bool",
+            "default": true
+        },
+        "createdAt": {
+            "type": "datetime",
+            "readOnly": true
+        },
+        "modifiedAt": {
+            "type": "datetime",
+            "readOnly": true
+        },
+        "createdBy": {
+            "type": "link",
+            "readOnly": true
+        },
+        "modifiedBy": {
+            "type": "link",
+            "readOnly": true
+        }
+    },
+    "links": {
+        "createdBy": {
+            "type": "belongsTo",
+            "entity": "User"
+        },
+        "modifiedBy": {
+            "type": "belongsTo",
+            "entity": "User"
+        }
+    },
+    "indexes": {
+        "isActive": {
+            "columns": ["isActive", "deleted"]
+        },
+        "scope": {
+            "columns": ["scope", "isActive", "deleted"]
+        }
+    }
+}

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/integrations/SmartAssistant.json

@@ -8,6 +8,10 @@
             "type": "varchar",
             "maxLength": 255
         },
+        "espocrmApiKey": {
+            "type": "varchar",
+            "maxLength": 255
+        },
         "maxMessagesPerHour": {
             "type": "int",
             "default": 30

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/AssistantRule/detail.json

@@ -0,0 +1,11 @@
+[
+    {
+        "label": "Overview",
+        "rows": [
+            [{"name": "name"}, {"name": "scope"}],
+            [{"name": "isActive"}, false],
+            [{"name": "rule", "fullWidth": true}],
+            [{"name": "createdAt"}, {"name": "createdBy"}]
+        ]
+    }
+]

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/layouts/AssistantRule/list.json

@@ -0,0 +1,7 @@
+[
+    {"name": "name", "width": 35, "link": true},
+    {"name": "rule", "width": 30},
+    {"name": "scope", "width": 10},
+    {"name": "isActive", "width": 10},
+    {"name": "createdAt", "width": 15}
+]

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/metadata/scopes/AssistantRule.json

@@ -0,0 +1,11 @@
+{
+    "entity": true,
+    "object": true,
+    "module": "SmartAssistant",
+    "acl": true,
+    "aclActionList": ["create", "read", "edit", "delete"],
+    "aclLevelList": ["all", "team", "own", "no"],
+    "stream": false,
+    "tab": false,
+    "disabled": 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/ActionExecutor.php

@@ -7,18 +7,21 @@ use Espo\Core\Exceptions\NotFound;
 use Espo\Core\InjectableFactory;
 use Espo\ORM\EntityManager;
 use Espo\Core\Utils\Log;
+use Espo\Core\Utils\Metadata;
 
 class ActionExecutor
 {
     private EntityManager $entityManager;
     private InjectableFactory $injectableFactory;
     private Log $log;
+    private Metadata $metadata;
 
-    public function __construct(EntityManager $entityManager, InjectableFactory $injectableFactory, Log $log)
+    public function __construct(EntityManager $entityManager, InjectableFactory $injectableFactory, Log $log, Metadata $metadata)
     {
         $this->entityManager = $entityManager;
         $this->injectableFactory = $injectableFactory;
         $this->log = $log;
+        $this->metadata = $metadata;
     }
 
     public const VALID_STATUSES = [
@@ -38,12 +41,17 @@ class ActionExecutor
             'add_note' => $this->addNote($params, $caseId, $userId),
             'change_status' => $this->changeStatus($params, $caseId),
             'create_meeting' => $this->createMeeting($params, $caseId, $userId),
+            'create_call' => $this->createCall($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),
+            'upload_document' => $this->uploadDocument($params, $caseId),
+            'generate_document' => $this->generateDocument($params, $caseId),
+            'merge_documents' => $this->mergeDocuments($params, $caseId),
             'save_memory' => $this->saveMemory($params, $caseId, $userId),
-            default => throw new Error("Unknown tool: {$tool}"),
+            'save_rule' => $this->saveRule($params, $userId),
+            default => $this->executePluginTool($tool, $params, $caseId, $userId),
         };
     }
 
@@ -74,28 +82,76 @@ class ActionExecutor
         ];
     }
 
+    private function saveRule(array $params, string $userId): array
+    {
+        $name = $params['name'] ?? '';
+        $rule = $params['rule'] ?? '';
+        if (!$name || !$rule) {
+            throw new Error('save_rule requires name and rule parameters.');
+        }
+
+        $entity = $this->entityManager->getNewEntity('AssistantRule');
+        $entity->set([
+            'name' => $name,
+            'rule' => $rule,
+            'scope' => $params['scope'] ?? 'global',
+            'isActive' => true,
+            'createdById' => $userId,
+        ]);
+        $this->entityManager->saveEntity($entity);
+
+        return [
+            'success' => true,
+            'message' => "✅ כלל חדש נשמר: \"{$name}\"",
+            'entityType' => 'AssistantRule',
+            'entityId' => $entity->get('id'),
+        ];
+    }
+
     private function createTask(array $params, ?string $caseId, string $userId): array
     {
-        $task = $this->entityManager->getNewEntity('Task');
-        $task->set([
+        $taskData = [
             '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'] ?? $userId,
-        ]);
+        ];
+
+        if ($caseId) {
+            $taskData['parentType'] = 'Case';
+            $taskData['parentId'] = $caseId;
+        }
+
+        $task = $this->entityManager->getNewEntity('Task');
+        $task->set($taskData);
         $this->entityManager->saveEntity($task);
-        return ['success' => true, 'message' => "משימה \"{$params['name']}\" נוצרה בהצלחה", 'entityType' => 'Task', 'entityId' => $task->get('id')];
+
+        $msg = "✅ משימה \"{$params['name']}\" נוצרה בהצלחה";
+        if ($caseId) {
+            $case = $this->entityManager->getEntityById('Case', $caseId);
+            if ($case) {
+                $msg .= " בתיק " . $case->get('name');
+            }
+        }
+
+        return ['success' => true, 'message' => $msg, 'entityType' => 'Task', 'entityId' => $task->get('id')];
     }
 
     private function addNote(array $params, ?string $caseId, string $userId): array
     {
+        $noteData = ['type' => 'Post', 'post' => $params['post'] ?? '', 'createdById' => $userId];
+
+        if ($caseId) {
+            $noteData['parentType'] = 'Case';
+            $noteData['parentId'] = $caseId;
+        }
+
         $note = $this->entityManager->getNewEntity('Note');
-        $note->set(['type' => 'Post', 'post' => $params['post'] ?? '', 'parentType' => 'Case', 'parentId' => $caseId, 'createdById' => $userId]);
+        $note->set($noteData);
         $this->entityManager->saveEntity($note);
-        return ['success' => true, 'message' => 'הערה נוספה לתיק', 'entityType' => 'Note', 'entityId' => $note->get('id')];
+        return ['success' => true, 'message' => '✅ הערה נוספה' . ($caseId ? ' לתיק' : ''), 'entityType' => 'Note', 'entityId' => $note->get('id')];
     }
 
     private function changeStatus(array $params, ?string $caseId): array
@@ -119,16 +175,46 @@ class ActionExecutor
 
     private function createMeeting(array $params, ?string $caseId, string $userId): array
     {
-        $meeting = $this->entityManager->getNewEntity('Meeting');
-        $meeting->set([
+        $meetingData = [
             '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,
-        ]);
+            'assignedUserId' => $userId,
+        ];
+
+        if ($caseId) {
+            $meetingData['parentType'] = 'Case';
+            $meetingData['parentId'] = $caseId;
+        }
+
+        $meeting = $this->entityManager->getNewEntity('Meeting');
+        $meeting->set($meetingData);
         $this->entityManager->saveEntity($meeting);
-        return ['success' => true, 'message' => "פגישה \"{$params['name']}\" נקבעה בהצלחה", 'entityType' => 'Meeting', 'entityId' => $meeting->get('id')];
+        return ['success' => true, 'message' => "✅ פגישה \"{$params['name']}\" נקבעה בהצלחה", 'entityType' => 'Meeting', 'entityId' => $meeting->get('id')];
+    }
+
+    private function createCall(array $params, ?string $caseId, string $userId): array
+    {
+        $callData = [
+            'name' => $params['name'] ?? 'שיחה חדשה',
+            'status' => $params['status'] ?? 'Held',
+            'direction' => $params['direction'] ?? 'Outbound',
+            'dateStart' => $this->normalizeDateTime($params['dateStart'] ?? null),
+            'dateEnd' => $this->normalizeDateTime($params['dateEnd'] ?? null),
+            'description' => $params['description'] ?? null,
+            'assignedUserId' => $userId,
+        ];
+
+        if ($caseId) {
+            $callData['parentType'] = 'Case';
+            $callData['parentId'] = $caseId;
+        }
+
+        $call = $this->entityManager->getNewEntity('Call');
+        $call->set($callData);
+        $this->entityManager->saveEntity($call);
+        return ['success' => true, 'message' => "✅ שיחה \"{$params['name']}\" תועדה בהצלחה", 'entityType' => 'Call', 'entityId' => $call->get('id')];
     }
 
     private function scheduleHearing(array $params, ?string $caseId, string $userId): array
@@ -214,6 +300,99 @@ class ActionExecutor
         return ['success' => true, 'message' => "המסמך שונה מ-\"{$result['oldName']}\" ל-\"{$result['newName']}\"", 'data' => $result];
     }
 
+    private function uploadDocument(array $params, ?string $caseId): array
+    {
+        if (!$caseId) {
+            throw new Error('upload_document requires a case context.');
+        }
+
+        $fileName = $params['fileName'] ?? null;
+        $content = $params['content'] ?? null;
+        if (!$fileName) throw new Error('fileName parameter is required.');
+        if (!$content) throw new Error('content parameter is required (base64-encoded file data).');
+
+        $decoded = base64_decode($content, true);
+        if ($decoded === false) {
+            throw new Error('content is not valid base64.');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $result = $analyzer->uploadDocument($caseId, $fileName, $decoded, $params['folder'] ?? null);
+
+        $msg = "✅ מסמך \"{$fileName}\" הועלה בהצלחה";
+        if (!empty($params['folder'])) {
+            $msg .= " לתיקייה \"{$params['folder']}\"";
+        }
+
+        return ['success' => true, 'message' => $msg, 'data' => $result];
+    }
+
+    private function generateDocument(array $params, ?string $caseId): array
+    {
+        if (!$caseId) {
+            throw new Error('generate_document requires a case context.');
+        }
+
+        $templateId = $params['templateId'] ?? null;
+        if (!$templateId) throw new Error('templateId parameter is required.');
+
+        $template = $this->entityManager->getEntityById('DocumentTemplate', $templateId);
+        if (!$template) throw new NotFound("Template {$templateId} not found.");
+
+        $documentSubject = $params['documentSubject'] ?? null;
+
+        $templateService = $this->injectableFactory->create(
+            \Espo\Modules\NetworkStorageIntegration\Services\DocumentTemplateService::class
+        );
+
+        $result = $templateService->createFromTemplate($templateId, 'Case', $caseId, $documentSubject);
+
+        if (empty($result['success'])) {
+            throw new Error('Failed to generate document from template.');
+        }
+
+        $templateName = $template->get('name') ?? 'document';
+        $fileName = $result['fileName'] ?? "{$templateName}.docx";
+
+        $msg = "✅ מסמך \"{$fileName}\" נוצר בהצלחה מתבנית \"{$templateName}\"";
+
+        return [
+            'success' => true,
+            'message' => $msg,
+            'data' => ['fileName' => $fileName],
+        ];
+    }
+
+    private function mergeDocuments(array $params, ?string $caseId): array
+    {
+        if (!$caseId) {
+            throw new Error('merge_documents requires a case context.');
+        }
+
+        $documentIds = $params['documentIds'] ?? [];
+        if (empty($documentIds)) throw new Error('documentIds parameter is required (array of document IDs).');
+
+        $documents = [];
+        foreach ($documentIds as $docId) {
+            $doc = $this->entityManager->getEntityById('Document', $docId);
+            if (!$doc) throw new NotFound("Document {$docId} not found.");
+            $documents[] = $doc;
+        }
+
+        $mergerService = $this->injectableFactory->create(
+            \Espo\Modules\NetworkStorageIntegration\Services\DocumentMergerService::class
+        );
+
+        $options = $params['options'] ?? [];
+        $mergedPath = $mergerService->mergeWithLabels($documents, $options);
+
+        return [
+            'success' => true,
+            'message' => "✅ " . count($documents) . " מסמכים מוזגו בהצלחה",
+            'data' => ['path' => $mergedPath, 'documentCount' => count($documents)],
+        ];
+    }
+
     private function normalizeDateTime(?string $value): ?string
     {
         if ($value === null || $value === '') return null;
@@ -228,4 +407,23 @@ class ActionExecutor
         if ($bytes >= 1024) return round($bytes / 1024, 1) . ' KB';
         return $bytes . ' B';
     }
+
+    private function executePluginTool(string $tool, array $params, ?string $caseId, string $userId): array
+    {
+        $handlerClass = $this->metadata->get(['app', 'smartAssistant', 'tools', $tool, 'handler']);
+
+        if (!$handlerClass) {
+            throw new Error("Unknown tool: {$tool}");
+        }
+
+        $this->log->debug("SmartAssistant: Executing plugin tool={$tool} handler={$handlerClass}");
+
+        $handler = $this->injectableFactory->create($handlerClass);
+
+        if (!method_exists($handler, 'execute')) {
+            throw new Error("Plugin tool handler {$handlerClass} must have an execute() method.");
+        }
+
+        return $handler->execute($params, $caseId, $userId);
+    }
 }

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

@@ -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');

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

@@ -0,0 +1,41 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\ORM\EntityManager;
+use Espo\Core\Utils\Log;
+
+class AssistantRuleContextProvider
+{
+    private EntityManager $entityManager;
+    private Log $log;
+
+    public function __construct(EntityManager $entityManager, Log $log)
+    {
+        $this->entityManager = $entityManager;
+        $this->log = $log;
+    }
+
+    public function getRulesForMode(string $mode): array
+    {
+        $entries = $this->entityManager->getRDBRepository('AssistantRule')
+            ->where([
+                'isActive' => true,
+                'deleted' => false,
+                'scope' => ['global', $mode],
+            ])
+            ->order('createdAt', 'ASC')
+            ->find();
+
+        $rules = [];
+        foreach ($entries as $entry) {
+            $rules[] = [
+                'name' => $entry->get('name'),
+                'rule' => $entry->get('rule'),
+                'scope' => $entry->get('scope'),
+            ];
+        }
+
+        return $rules;
+    }
+}

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

@@ -29,6 +29,7 @@ class CaseContextBuilder
             'contacts' => $this->getCaseContacts($case),
             'openTasks' => $this->getOpenTasks($caseId),
             'upcomingMeetings' => $this->getUpcomingMeetings($caseId),
+            'recentCalls' => $this->getRecentCalls($caseId),
             'recentNotes' => $this->getRecentNotes($caseId),
             'availableTemplates' => $this->getAvailableTemplates(),
             'documents' => $this->getDocumentListing($caseId),
@@ -113,6 +114,24 @@ class CaseContextBuilder
         return $meetings;
     }
 
+    private function getRecentCalls(string $caseId): array
+    {
+        $calls = [];
+        $collection = $this->entityManager->getRDBRepository('Call')
+            ->where(['parentType' => 'Case', 'parentId' => $caseId])
+            ->order('dateStart', 'DESC')->limit(0, 10)->find();
+
+        foreach ($collection as $c) {
+            $calls[] = [
+                'id' => $c->get('id'), 'name' => $c->get('name'),
+                'status' => $c->get('status'), 'direction' => $c->get('direction'),
+                'dateStart' => $c->get('dateStart'), 'dateEnd' => $c->get('dateEnd'),
+                'description' => $c->get('description'),
+            ];
+        }
+        return $calls;
+    }
+
     private function getRecentNotes(string $caseId): array
     {
         $notes = [];

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

@@ -55,8 +55,7 @@ class ConversationRepository
             if (!$entity) return;
         }
 
-        $messages = $entity->get('messagesData') ?? [];
-        if (is_object($messages)) $messages = (array) $messages;
+        $messages = json_decode(json_encode($entity->get('messagesData') ?? []), true);
 
         $newMessage = ['role' => $role, 'content' => $content, 'timestamp' => date('Y-m-d H:i:s')];
         if (!empty($actions)) $newMessage['actions'] = $actions;
@@ -81,8 +80,7 @@ class ConversationRepository
         $entity = $this->entityManager->getRDBRepository('AssistantConversation')
             ->where(['conversationKey' => $conversationKey, 'deleted' => false])->findOne();
         if (!$entity) return [];
-        $messages = $entity->get('messagesData') ?? [];
-        return is_object($messages) ? (array) $messages : $messages;
+        return json_decode(json_encode($entity->get('messagesData') ?? []), true);
     }
 
     public function getRecentConversations(?string $type = null, ?string $caseId = null, int $limit = 20): array
@@ -137,8 +135,7 @@ class ConversationRepository
             ->where(['conversationKey' => $conversationKey, 'deleted' => false])->findOne();
         if (!$entity) return;
 
-        $data = $entity->get('messagesData') ?? [];
-        if (is_object($data)) $data = (array) $data;
+        $data = json_decode(json_encode($entity->get('messagesData') ?? []), true);
         for ($i = count($data) - 1; $i >= 0; $i--) {
             if (($data[$i]['role'] ?? '') === 'assistant') { $data[$i]['pendingActions'] = $actions; break; }
         }

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

@@ -6,8 +6,8 @@ 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;
+use Espo\Modules\NetworkStorageIntegration\Services\NetworkDocumentService;
+use Espo\Modules\NetworkStorageIntegration\Classes\StorageClientInterface;
 
 class DocumentAnalyzer
 {
@@ -43,17 +43,19 @@ class DocumentAnalyzer
         $casePath = $this->getCaseFolderPath($caseId);
         if (!$casePath) return ['casePath' => null, 'totalFiles' => 0, 'folders' => [], 'rootFiles' => []];
 
-        $storage = $this->getStorage();
-        $topLevel = $storage->listFolder($casePath);
+        $client = $this->getStorageClient();
+        $topLevel = $client->listFolder($casePath);
         $folders = []; $rootFiles = []; $totalFiles = 0;
 
         foreach ($topLevel as $item) {
-            if ($item['isFolder']) {
+            $isFolder = ($item['type'] ?? null) === 'folder' || !empty($item['isFolder']);
+            if ($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' => $sub['modified'] ?? null];
+                    foreach ($client->listFolder($item['path']) as $sub) {
+                        $subIsFolder = ($sub['type'] ?? null) === 'folder' || !empty($sub['isFolder']);
+                        if (!$subIsFolder) {
+                            $subFiles[] = ['name' => $sub['name'], 'path' => $sub['path'], 'size' => $sub['size'] ?? null, 'mimeType' => $sub['mimeType'] ?? null, 'modified' => $sub['modified'] ?? null];
                             $totalFiles++;
                         }
                     }
@@ -62,7 +64,7 @@ class DocumentAnalyzer
                 }
                 $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];
+                $rootFiles[] = ['name' => $item['name'], 'path' => $item['path'], 'size' => $item['size'] ?? null, 'mimeType' => $item['mimeType'] ?? null, 'modified' => $item['modified'] ?? null];
                 $totalFiles++;
             }
         }
@@ -72,17 +74,12 @@ class DocumentAnalyzer
 
     public function extractTextContent(string $filePath): ?string
     {
-        $storage = $this->getStorage();
-        $parentPath = dirname($filePath);
+        $client = $this->getStorageClient();
         $filename = basename($filePath);
 
-        try { $items = $storage->listFolder($parentPath); } catch (\Exception $e) { return null; }
+        try { $content = $client->downloadFile($filePath); } 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 $e) { return null; }
+        if (strlen($content) > self::MAX_FILE_SIZE) return null;
 
         if (!is_dir(self::TMP_DIR)) mkdir(self::TMP_DIR, 0755, true);
         $tmpFile = self::TMP_DIR . '/' . uniqid('doc_') . '_' . $filename;
@@ -107,7 +104,7 @@ class DocumentAnalyzer
 
     public function renameDocument(string $sourcePath, string $newName): array
     {
-        $storage = $this->getStorage();
+        $client = $this->getStorageClient();
         $parentPath = dirname($sourcePath);
         $oldName = basename($sourcePath);
 
@@ -120,21 +117,66 @@ class DocumentAnalyzer
         $destination = $parentPath . '/' . $newName;
         if ($sourcePath === $destination) return ['success' => true, 'oldPath' => $sourcePath, 'newPath' => $destination, 'oldName' => $oldName, 'newName' => $newName];
 
-        $storage->move($sourcePath, $destination);
+        $client->move($sourcePath, $destination);
         $this->updateDocumentEntity($sourcePath, $destination);
 
         return ['success' => true, 'oldPath' => $sourcePath, 'newPath' => $destination, 'oldName' => $oldName, 'newName' => $newName];
     }
 
-    private function getCaseFolderPath(string $caseId): ?string
+    public function uploadDocument(string $caseId, string $fileName, string $content, ?string $subfolder = null): array
     {
-        $case = $this->entityManager->getEntityById('Case', $caseId);
-        return $case ? ($case->get('nextCloudFolderPath') ?: null) : null;
+        $casePath = $this->getCaseFolderPath($caseId);
+        if (!$casePath) {
+            throw new Error('Case does not have a document folder configured (networkStorageFolderPath).');
+        }
+
+        $client = $this->getStorageClient();
+
+        $targetDir = $casePath;
+        if ($subfolder) {
+            $targetDir = $casePath . '/' . trim($subfolder, '/');
+            if (!$client->exists($targetDir)) {
+                $client->createFolderRecursive($targetDir);
+            }
+        }
+
+        $targetPath = $targetDir . '/' . $fileName;
+        $client->uploadFile($targetPath, $content);
+
+        return [
+            'path' => $targetPath,
+            'fileName' => $fileName,
+            'folder' => $subfolder,
+        ];
     }
 
-    private function getStorage(): FileStorageInterface
+    public function getCaseFolderPath(string $caseId): ?string
     {
-        return $this->injectableFactory->create(FileStorageFactory::class)->create();
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) return null;
+
+        // Try stored path first
+        $storedPath = $case->get('networkStorageFolderPath') ?: null;
+        if ($storedPath) return $storedPath;
+
+        // Fall back to computed path from NetworkDocumentService
+        try {
+            $nds = $this->getNetworkDocumentService();
+            return $nds->getEntityFolderPath('Case', $caseId);
+        } catch (\Exception $e) {
+            $this->log->warning("SmartAssistant: Failed to get case folder path: " . $e->getMessage());
+            return null;
+        }
+    }
+
+    private function getStorageClient(): StorageClientInterface
+    {
+        return $this->getNetworkDocumentService()->getClient();
+    }
+
+    private function getNetworkDocumentService(): NetworkDocumentService
+    {
+        return $this->injectableFactory->create(NetworkDocumentService::class);
     }
 
     private function extractFromPdf(string $tmpFile): ?string
@@ -168,10 +210,10 @@ class DocumentAnalyzer
     private function updateDocumentEntity(string $oldPath, string $newPath): void
     {
         try {
-            $doc = $this->entityManager->getRDBRepository('Document')->where(['nextCloudPath' => $oldPath])->findOne();
+            $doc = $this->entityManager->getRDBRepository('Document')->where(['networkStoragePath' => $oldPath])->findOne();
             if ($doc) {
-                $doc->set('nextCloudPath', $newPath);
-                $doc->set('nextCloudFilename', basename($newPath));
+                $doc->set('networkStoragePath', $newPath);
+                $doc->set('networkStorageFileName', basename($newPath));
                 $this->entityManager->saveEntity($doc);
             }
         } catch (\Exception $e) {}

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

@@ -17,7 +17,8 @@ class SmartAssistantService
     public const NOTE_TYPE_RESPONSE = 'SmartResponse';
     public const NOTE_TYPE_ACTION = 'SmartAction';
 
-    private const READ_ONLY_TOOLS = ['list_documents', 'save_memory'];
+    // All tools execute inline — Shira has full permissions
+    private const TOOLS_REQUIRING_CASE = ['change_status', 'schedule_hearing', 'list_documents', 'analyze_document', 'upload_document', 'generate_document', 'merge_documents', 'save_memory'];
 
     private EntityManager $entityManager;
     private InjectableFactory $injectableFactory;
@@ -70,6 +71,10 @@ class SmartAssistantService
             }
         }
 
+        // Load behavioral rules
+        $ruleProvider = $this->injectableFactory->create(AssistantRuleContextProvider::class);
+        $context['assistantRules'] = $ruleProvider->getRulesForMode($mode === 'case' ? 'case' : 'office');
+
         // Generate conversation ID
         if (!$conversationId) {
             $prefix = $mode === 'case' ? 'conv_' : 'oconv_';
@@ -103,27 +108,59 @@ class SmartAssistantService
         // Call webhook
         $response = $this->callWebhook($message, $context, $conversationId, $conversationHistory, $mode);
 
-        // Process actions
+        // Process actions — execute all inline (Shira has full permissions)
         $actions = $response['actions'] ?? [];
         $responseText = $response['text'] ?? '';
         $inlineResults = [];
-        $remainingActions = [];
+        $executedActions = [];
+
+        // Resolve effective caseId: explicit case mode, or drill-down detection in office mode
+        $effectiveCaseId = $caseId;
+        if (!$effectiveCaseId && !empty($context['drillDown']['case']['id'])) {
+            $effectiveCaseId = $context['drillDown']['case']['id'];
+        }
+
+        $executor = $this->injectableFactory->create(ActionExecutor::class);
 
         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();
+            $actionCaseId = $effectiveCaseId;
+
+            // Resolve case from action params if not available
+            if (!$actionCaseId && !empty($action['params']['caseId'])) {
+                $actionCaseId = $action['params']['caseId'];
+            }
+
+            // Skip tools that require a case if no case context available
+            if (!$actionCaseId && in_array($tool, self::TOOLS_REQUIRING_CASE, true)) {
+                $inlineResults[] = "⚠️ לא ניתן לבצע {$tool} — לא זוהה תיק. נסה מתוך מסך התיק.";
+                continue;
+            }
+
+            try {
+                $result = $executor->execute($tool, $action['params'] ?? [], $actionCaseId, $userId);
+                if (!empty($result['message'])) {
+                    $inlineResults[] = $result['message'];
                 }
-            } else {
-                $remainingActions[] = $action;
+                $executedActions[] = [
+                    'tool' => $tool,
+                    'status' => 'executed',
+                    'entityType' => $result['entityType'] ?? null,
+                    'entityId' => $result['entityId'] ?? null,
+                ];
+
+                // Create stream note for executed action in case context
+                if ($actionCaseId) {
+                    $this->createStreamNote(self::NOTE_TYPE_ACTION, $result['message'] ?? 'פעולה בוצעה', $actionCaseId, [
+                        'conversationId' => $conversationId,
+                        'status' => 'executed',
+                        'entityType' => $result['entityType'] ?? null,
+                        'entityId' => $result['entityId'] ?? null,
+                    ]);
+                }
+            } catch (\Exception $e) {
+                $this->log->warning("SmartAssistant: Execution of {$tool} failed: " . $e->getMessage());
+                $inlineResults[] = "שגיאה בביצוע {$tool}: " . $e->getMessage();
             }
         }
 
@@ -131,25 +168,9 @@ class SmartAssistantService
             $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);
+            $this->getConversationRepo()->appendMessage($conversationId, 'assistant', $responseText, $executedActions);
         } catch (\Exception $e) {
             $this->log->warning('SmartAssistant: Failed to persist response: ' . $e->getMessage());
         }
@@ -158,14 +179,15 @@ class SmartAssistantService
         if ($mode === 'case' && $caseId) {
             $this->createStreamNote(self::NOTE_TYPE_RESPONSE, $responseText, $caseId, [
                 'conversationId' => $conversationId,
-                'actions' => $remainingActions,
+                'actions' => $executedActions,
             ]);
         }
 
         return [
             'conversationId' => $conversationId,
             'text' => $responseText,
-            'actions' => $remainingActions,
+            'actions' => [],
+            'executedActions' => $executedActions,
         ];
     }
 
@@ -236,14 +258,27 @@ 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),
         ];
     }
 
@@ -343,12 +378,19 @@ class SmartAssistantService
             throw new Error('SmartAssistant webhook URL is not configured. Go to Admin > Integrations > Smart Assistant.');
         }
 
+        $siteUrl = $this->config->get('siteUrl') ?? '';
+
         $payload = json_encode([
             'message' => $message,
             'context' => $context,
             'conversationId' => $conversationId,
             'conversationHistory' => $history,
             'mode' => $mode,
+            'systemInstructions' => $this->getSystemInstructions(),
+            'espocrm' => [
+                'url' => rtrim($siteUrl, '/'),
+                'apiKey' => $this->getEspocrmApiKey(),
+            ],
         ]);
 
         $headers = ['Content-Type: application/json', 'Accept: application/json'];
@@ -406,14 +448,11 @@ 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;
@@ -421,30 +460,58 @@ 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;
     }
 
+    private function getEspocrmApiKey(): ?string
+    {
+        $integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
+        if ($integration && $integration->get('enabled')) {
+            $data = $integration->get('data') ?? (object) [];
+            if (!empty($data->espocrmApiKey)) {
+                return $data->espocrmApiKey;
+            }
+        }
+        return null;
+    }
+
+    private function getSystemInstructions(): array
+    {
+        return [
+            'call_vs_meeting' => implode(' ', [
+                'כשהמשתמש מדווח ששוחח, דיבר, התקשר, או שוחחה עם לקוח/ה — השתמש בכלי create_call (לא create_meeting).',
+                'כשהמשתמש מדווח שנפגש, קבע פגישה, או תיאם מפגש — השתמש בכלי create_meeting.',
+                'שיחת טלפון = create_call. פגישה פיזית/זום = create_meeting.',
+            ]),
+            'open_questions' => implode(' ', [
+                'אם שאלת את המשתמש שאלה והוא לא ענה עליה בתגובה הבאה — חזור על השאלה בתחילת התשובה הבאה.',
+                'עקוב אחרי שאלות פתוחות ואל תוותר עליהן עד שהמשתמש עונה או אומר לך לוותר.',
+            ]),
+            'behavioral_rules' => implode(' ', [
+                'אם context.assistantRules מכיל כללים — יש ליישם אותם בכל שיחה.',
+                'כללים גלובליים תקפים תמיד. כללי "case" תקפים רק במצב תיק. כללי "office" תקפים רק במצב משרד.',
+                'אם המשתמש מבקש להגדיר כלל חדש (למשל "תמיד תעשה X כש-Y") — השתמש בכלי save_rule כדי לשמור אותו.',
+            ]),
+        ];
+    }
+
     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 [];
     }

manifest.json

@@ -1,13 +1,13 @@
 {
-    "name": "Smart Assistant",
+    "name": "SmartAssistant",
     "module": "SmartAssistant",
-    "description": "Unified AI Assistant for Legal CRM — floating chat with case memory, office alerts, and n8n integration",
+    "description": "Unified AI Assistant for Legal CRM — floating chat with case memory, office alerts, and AI Gateway integration",
     "author": "klear",
-    "version": "1.0.2",
+    "version": "2.4.0",
     "acceptableVersions": [
         ">=8.0.0"
     ],
-    "releaseDate": "2026-03-29",
+    "releaseDate": "2026-04-06",
     "php": [
         ">=8.1"
     ]