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13 Commits
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@@ -1,12 +1,10 @@
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# SmartAssistant - עוזר חכם
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**גרסה:** 1.0.3 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
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**גרסה:** 1.1.4 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
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## תיאור
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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.
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מחליף את CrmAssistant + OfficeAssistant (deprecated).
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## תלויות
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- Webhook חיצוני (n8n או דומה) לעיבוד AI
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- NetworkStorageIntegration / NextCloudIntegration (אופציונלי — לניתוח מסמכים)
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@@ -5,7 +5,7 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
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name: 'SmartAssistant',
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getTitle: function () {
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return this.translate('Smart Assistant', 'labels', 'SmartAssistant') || 'Smart Assistant';
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return 'שירה — עוזרת אישית';
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},
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templateContent: '' +
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@@ -25,7 +25,19 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
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this._alerts = [];
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this._summary = {};
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this._activeType = null;
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this.loadSummary();
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var self = this;
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Espo.Ajax.getRequest('SmartAssistant/action/status').then(function (result) {
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if (!result.enabled) {
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self.$el.find('.sa-dashlet-cards').html(
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'<div style="text-align: center; color: #999; padding: 20px; font-size: 13px;">שירה לא מופעלת. הפעל ב-Admin > Integrations > Smart Assistant</div>'
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);
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return;
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}
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self.loadSummary();
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}).catch(function () {
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self.loadSummary();
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});
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},
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loadSummary: function () {
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@@ -33,6 +45,8 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
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Espo.Ajax.getRequest('SmartAssistant/action/summary').then(function (response) {
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self._summary = response.summary || {};
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self._alerts = response.alerts || [];
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self._openCases = response.openCases || [];
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self._upcomingHearings = response.upcomingHearings || [];
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self.renderCards(self._summary);
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self.showDetail(self._activeType);
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}).catch(function () {});
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@@ -62,9 +76,11 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
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},
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showDetail: function (type) {
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var self = this;
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var $detail = this.$el.find('.sa-dashlet-detail');
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if (!type || type === this._activeType && $detail.html()) {
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// Toggle off
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this._activeType = null;
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$detail.html('');
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this.renderCards(this._summary);
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@@ -80,11 +96,11 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
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if (type === 'overdue') {
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items = alerts.filter(function (a) { return a.type === 'overdue_task'; });
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} else if (type === 'hearings') {
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items = alerts.filter(function (a) { return a.type === 'hearing_no_prep'; });
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items = this._upcomingHearings || [];
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} else if (type === 'attention') {
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items = alerts.filter(function (a) { return a.severity === 'critical' || a.severity === 'warning'; });
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} else if (type === 'open') {
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items = alerts.filter(function (a) { return a.type === 'inactive_case' || a.type === 'unassigned_case'; });
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items = this._openCases || [];
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}
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if (items.length === 0) {
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@@ -104,7 +120,7 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
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html += '<div style="padding: 6px 8px; border-bottom: 1px solid #f0f0f0; font-size: 12px; color: ' + color + ';">' +
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'<span class="fas ' + icon + '" style="margin-left: 6px;"></span>' +
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link + Espo.Utils.escapeString(a.message) + linkEnd +
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link + self.escapeString(a.message) + linkEnd +
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'</div>';
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});
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@@ -158,10 +158,22 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
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},
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afterRender: function () {
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this.$el.find('.sa-chat-messages').attr('data-empty-text',
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this.translate('Chat with the assistant', 'labels', 'SmartAssistant') || 'שוחח/י עם העוזר החכם');
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this.loadAlertCount();
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this._setupRouteListener();
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var self = this;
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Espo.Ajax.getRequest('SmartAssistant/action/status').then(function (result) {
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if (!result.enabled) {
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self.$el.find('.sa-fab').hide();
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return;
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}
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self.$el.find('.sa-fab').show();
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self.$el.find('.sa-chat-messages').attr('data-empty-text',
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self.translate('Chat with the assistant', 'labels', 'SmartAssistant') || 'שוחח/י עם העוזר החכם');
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self.loadAlertCount();
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self._setupRouteListener();
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}).catch(function () {
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self.$el.find('.sa-fab').hide();
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});
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},
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_setupRouteListener: function () {
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@@ -34,6 +34,11 @@ class SmartAssistant
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}
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}
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public function getActionStatus(Request $request, Response $response): array
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{
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return $this->getService()->getStatus();
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}
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public function postActionChat(Request $request, Response $response): array
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{
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$this->checkAccess();
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@@ -1,6 +1,6 @@
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{
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"labels": {
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"Smart Assistant": "עוזר חכם",
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"Smart Assistant": "שירה",
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"Office Mode": "מצב משרד",
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"Case Mode": "מצב תיק",
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"Add Memory": "הוסף זיכרון",
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@@ -9,11 +9,11 @@
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"Conversation History": "היסטוריית שיחות",
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"Previous Conversations": "שיחות קודמות",
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"No previous conversations": "אין שיחות קודמות",
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"Ask the assistant...": "שאל/י את העוזר...",
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"Ask the assistant...": "שאל/י את שירה...",
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"Thinking": "חושב...",
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"Error": "שגיאה בתקשורת",
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"Back": "חזרה",
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"Chat with the assistant": "שוחח/י עם העוזר החכם",
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"Chat with the assistant": "שוחח/י עם שירה",
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"Case Memory": "זיכרון תיק",
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"Pin": "הצמד",
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"Unpin": "הסר הצמדה",
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@@ -0,0 +1,7 @@
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{
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"itemViews": {
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"SmartRequest": "modules/smart-assistant/views/stream/notes/smart-request",
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"SmartResponse": "modules/smart-assistant/views/stream/notes/smart-response",
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"SmartAction": "modules/smart-assistant/views/stream/notes/smart-action"
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}
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}
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@@ -1,4 +1,12 @@
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[
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{
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"route": "/SmartAssistant/action/status",
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"method": "get",
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"params": {
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"controller": "SmartAssistant",
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"action": "status"
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}
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},
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{
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"route": "/SmartAssistant/action/chat",
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"method": "post",
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@@ -243,6 +243,78 @@ class AlertCalculator
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return array_values($userCounts);
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}
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public function getOpenCaseItems(int $limit = 30): array
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{
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$items = [];
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$cases = $this->entityManager->getRDBRepository('Case')
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->select(['id', 'name', 'status', 'assignedUserName', 'cLastActivityAt', 'createdAt'])
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->where(['status!=' => self::CLOSED_STATUSES, 'deleted' => false])
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->order('createdAt', 'DESC')
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->limit(0, $limit)
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->find();
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$statusLabels = [
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'New' => 'חדש', 'Assigned' => 'שובץ', 'Pending' => 'ממתין',
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'PendingHearing' => 'ממתין לדיון', 'PendingDecision' => 'ממתין להחלטה',
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'PendingResponse' => 'ממתין לתגובה', 'Negotiation' => 'משא ומתן', 'Suspended' => 'מושהה',
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];
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foreach ($cases as $case) {
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$status = $case->get('status');
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$label = $statusLabels[$status] ?? $status;
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$assigned = $case->get('assignedUserName');
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$items[] = [
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'type' => 'open_case',
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'severity' => 'info',
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'caseId' => $case->get('id'),
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'caseName' => $case->get('name'),
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'message' => $case->get('name') . ' — ' . $label . ($assigned ? ' (' . $assigned . ')' : ''),
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];
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}
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return $items;
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}
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public function getUpcomingHearingItems(int $days = 7): array
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{
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$today = date('Y-m-d');
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$threshold = date('Y-m-d', strtotime("+{$days} days"));
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$items = [];
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$cases = $this->entityManager->getRDBRepository('Case')
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->select(['id', 'name', 'cNextHearing', 'cCourt', 'assignedUserName'])
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->where([
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'cNextHearing>=' => $today,
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'cNextHearing<=' => $threshold,
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'status!=' => self::CLOSED_STATUSES,
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'deleted' => false,
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])
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->order('cNextHearing', 'ASC')
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->find();
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foreach ($cases as $case) {
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$daysUntil = (new \DateTime())->diff(new \DateTime($case->get('cNextHearing')))->days;
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$court = $case->get('cCourt');
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$severity = ($daysUntil <= 1) ? 'warning' : 'info';
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$msg = $case->get('name') . ' — דיון בעוד ' . $daysUntil . ' ימים';
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if ($court) {
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$msg .= ' (' . $court . ')';
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}
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$items[] = [
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'type' => 'upcoming_hearing',
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'severity' => $severity,
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'caseId' => $case->get('id'),
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'caseName' => $case->get('name'),
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'hearingDate' => $case->get('cNextHearing'),
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'daysUntil' => $daysUntil,
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'message' => $msg,
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];
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}
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return $items;
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}
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public function getUpcomingHearings(int $days = 7): array
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{
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$today = date('Y-m-d');
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@@ -236,14 +236,27 @@ class SmartAssistantService
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}
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}
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public function getStatus(): array
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{
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$webhookUrl = $this->getWebhookUrl();
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return [
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'enabled' => $webhookUrl !== null,
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'webhookConfigured' => !empty($webhookUrl),
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];
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}
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public function getSummary(): array
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{
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$alertCalc = $this->injectableFactory->create(AlertCalculator::class);
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$thresholds = $this->getThresholds();
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$hearingDays = $thresholds['upcomingHearingDays'] ?? 7;
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return [
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'summary' => $alertCalc->getSummary(),
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'alerts' => $alertCalc->calculateAlerts($thresholds),
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'openCases' => $alertCalc->getOpenCaseItems(),
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'upcomingHearings' => $alertCalc->getUpcomingHearingItems($hearingDays),
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];
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}
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@@ -406,14 +419,11 @@ class SmartAssistantService
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private function getWebhookUrl(): ?string
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{
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// Try SmartAssistant first, then fallback to old integrations
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foreach (['SmartAssistant', 'CrmAssistant', 'OfficeAssistant'] as $name) {
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$integration = $this->entityManager->getEntityById('Integration', $name);
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if ($integration && $integration->get('enabled')) {
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$data = $integration->get('data') ?? (object) [];
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if (!empty($data->webhookUrl)) {
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return $data->webhookUrl;
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}
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$integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
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if ($integration && $integration->get('enabled')) {
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$data = $integration->get('data') ?? (object) [];
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if (!empty($data->webhookUrl)) {
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return $data->webhookUrl;
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}
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}
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return null;
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@@ -421,13 +431,11 @@ class SmartAssistantService
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private function getApiKey(): ?string
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{
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foreach (['SmartAssistant', 'CrmAssistant', 'OfficeAssistant'] as $name) {
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$integration = $this->entityManager->getEntityById('Integration', $name);
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if ($integration && $integration->get('enabled')) {
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$data = $integration->get('data') ?? (object) [];
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if (!empty($data->apiKey)) {
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return $data->apiKey;
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}
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$integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
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if ($integration && $integration->get('enabled')) {
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$data = $integration->get('data') ?? (object) [];
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if (!empty($data->apiKey)) {
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return $data->apiKey;
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}
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}
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return null;
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@@ -435,16 +443,14 @@ class SmartAssistantService
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private function getThresholds(): array
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{
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foreach (['SmartAssistant', 'OfficeAssistant'] as $name) {
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$integration = $this->entityManager->getEntityById('Integration', $name);
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if ($integration && $integration->get('enabled')) {
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$data = (array) ($integration->get('data') ?? []);
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return [
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'inactivityWarningDays' => $data['inactivityWarningDays'] ?? 14,
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'inactivityCriticalDays' => $data['inactivityCriticalDays'] ?? 30,
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'upcomingHearingDays' => $data['upcomingHearingDays'] ?? 7,
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];
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}
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$integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
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if ($integration && $integration->get('enabled')) {
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$data = (array) ($integration->get('data') ?? []);
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return [
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'inactivityWarningDays' => $data['inactivityWarningDays'] ?? 14,
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'inactivityCriticalDays' => $data['inactivityCriticalDays'] ?? 30,
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'upcomingHearingDays' => $data['upcomingHearingDays'] ?? 7,
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];
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}
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return [];
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}
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+3
-3
@@ -1,13 +1,13 @@
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{
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"name": "Smart Assistant",
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"name": "SmartAssistant",
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"module": "SmartAssistant",
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"description": "Unified AI Assistant for Legal CRM — floating chat with case memory, office alerts, and n8n integration",
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"author": "klear",
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"version": "1.0.7",
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"version": "1.1.4",
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"acceptableVersions": [
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">=8.0.0"
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],
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"releaseDate": "2026-03-31",
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"releaseDate": "2026-03-29",
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"php": [
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">=8.1"
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]
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Reference in New Issue
Block a user