fix: register stream note views in clientDefs.Note.itemViews

EspoCRM resolves note type views via clientDefs.Note.itemViews metadata.
Without this mapping, it looked for SmartRequest/SmartResponse/SmartAction
in the core views path instead of the module path, causing 404 errors.

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

README.md

@@ -1,12 +1,10 @@
 # SmartAssistant - עוזר חכם
 
-**גרסה:** 1.0.3 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
+**גרסה:** 1.1.3 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
 
 ## תיאור
 עוזר AI מאוחד למשרד עורכי דין. מספק ממשק צ'אט צף עם שני מצבי עבודה: **מצב משרד** (סקירה כללית, התראות, סטטיסטיקות) ו**מצב תיק** (סיוע מעמיק בתיק ספציפי). כולל מערכת זיכרון תיק מובנית, ביצוע פעולות באישור המשתמש, ואינטגרציה עם Stream של EspoCRM.
 
-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

@@ -5,7 +5,7 @@ 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: '' +
@@ -45,6 +45,8 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
             Espo.Ajax.getRequest('SmartAssistant/action/summary').then(function (response) {
                 self._summary = response.summary || {};
                 self._alerts = response.alerts || [];
+                self._openCases = response.openCases || [];
+                self._upcomingHearings = response.upcomingHearings || [];
                 self.renderCards(self._summary);
                 self.showDetail(self._activeType);
             }).catch(function () {});
@@ -93,11 +95,11 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
             if (type === 'overdue') {
                 items = alerts.filter(function (a) { return a.type === 'overdue_task'; });
             } else if (type === 'hearings') {
-                items = alerts.filter(function (a) { return a.type === 'hearing_no_prep'; });
+                items = this._upcomingHearings || [];
             } else if (type === 'attention') {
                 items = alerts.filter(function (a) { return a.severity === 'critical' || a.severity === 'warning'; });
             } else if (type === 'open') {
-                items = alerts.filter(function (a) { return a.type === 'inactive_case' || a.type === 'unassigned_case'; });
+                items = this._openCases || [];
             }
 
             if (items.length === 0) {
@@ -117,7 +119,7 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
 
                 html += '<div style="padding: 6px 8px; border-bottom: 1px solid #f0f0f0; font-size: 12px; color: ' + color + ';">' +
                     '<span class="fas ' + icon + '" style="margin-left: 6px;"></span>' +
-                    link + Espo.Utils.escapeString(a.message) + linkEnd +
+                    link + self.escapeString(a.message) + linkEnd +
                     '</div>';
             });
 

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

@@ -1,6 +1,6 @@
 {
     "labels": {
-        "Smart Assistant": "עוזר חכם",
+        "Smart Assistant": "שירה",
         "Office Mode": "מצב משרד",
         "Case Mode": "מצב תיק",
         "Add Memory": "הוסף זיכרון",
@@ -9,11 +9,11 @@
         "Conversation History": "היסטוריית שיחות",
         "Previous Conversations": "שיחות קודמות",
         "No previous conversations": "אין שיחות קודמות",
-        "Ask the assistant...": "שאל/י את העוזר...",
+        "Ask the assistant...": "שאל/י את שירה...",
         "Thinking": "חושב...",
         "Error": "שגיאה בתקשורת",
         "Back": "חזרה",
-        "Chat with the assistant": "שוחח/י עם העוזר החכם",
+        "Chat with the assistant": "שוחח/י עם שירה",
         "Case Memory": "זיכרון תיק",
         "Pin": "הצמד",
         "Unpin": "הסר הצמדה",

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/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/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/SmartAssistantService.php

@@ -250,10 +250,13 @@ class SmartAssistantService
     {
         $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),
         ];
     }
 
@@ -416,14 +419,11 @@ class SmartAssistantService
 
     private function getWebhookUrl(): ?string
     {
-        // Try SmartAssistant first, then fallback to old integrations
-        foreach (['SmartAssistant', 'CrmAssistant', 'OfficeAssistant'] as $name) {
-            $integration = $this->entityManager->getEntityById('Integration', $name);
-            if ($integration && $integration->get('enabled')) {
-                $data = $integration->get('data') ?? (object) [];
-                if (!empty($data->webhookUrl)) {
-                    return $data->webhookUrl;
-                }
+        $integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
+        if ($integration && $integration->get('enabled')) {
+            $data = $integration->get('data') ?? (object) [];
+            if (!empty($data->webhookUrl)) {
+                return $data->webhookUrl;
             }
         }
         return null;
@@ -431,13 +431,11 @@ class SmartAssistantService
 
     private function getApiKey(): ?string
     {
-        foreach (['SmartAssistant', 'CrmAssistant', 'OfficeAssistant'] as $name) {
-            $integration = $this->entityManager->getEntityById('Integration', $name);
-            if ($integration && $integration->get('enabled')) {
-                $data = $integration->get('data') ?? (object) [];
-                if (!empty($data->apiKey)) {
-                    return $data->apiKey;
-                }
+        $integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
+        if ($integration && $integration->get('enabled')) {
+            $data = $integration->get('data') ?? (object) [];
+            if (!empty($data->apiKey)) {
+                return $data->apiKey;
             }
         }
         return null;
@@ -445,16 +443,14 @@ class SmartAssistantService
 
     private function getThresholds(): array
     {
-        foreach (['SmartAssistant', 'OfficeAssistant'] as $name) {
-            $integration = $this->entityManager->getEntityById('Integration', $name);
-            if ($integration && $integration->get('enabled')) {
-                $data = (array) ($integration->get('data') ?? []);
-                return [
-                    'inactivityWarningDays' => $data['inactivityWarningDays'] ?? 14,
-                    'inactivityCriticalDays' => $data['inactivityCriticalDays'] ?? 30,
-                    'upcomingHearingDays' => $data['upcomingHearingDays'] ?? 7,
-                ];
-            }
+        $integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
+        if ($integration && $integration->get('enabled')) {
+            $data = (array) ($integration->get('data') ?? []);
+            return [
+                'inactivityWarningDays' => $data['inactivityWarningDays'] ?? 14,
+                'inactivityCriticalDays' => $data['inactivityCriticalDays'] ?? 30,
+                'upcomingHearingDays' => $data['upcomingHearingDays'] ?? 7,
+            ];
         }
         return [];
     }

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",
     "author": "klear",
-    "version": "1.0.8",
+    "version": "1.1.3",
     "acceptableVersions": [
         ">=8.0.0"
     ],
-    "releaseDate": "2026-03-31",
+    "releaseDate": "2026-03-29",
     "php": [
         ">=8.1"
     ]