feat: auto-refresh panels after Shira executes an action

When Shira creates a task, meeting, or other entity, the current detail view panels now refresh automatically via model.trigger('update-all'). For tasks and meetings, also refreshes the activities/tasks side panels. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
fix: stdClass as array error in ConversationRepository
2026-04-03 15:53:01 +00:00 · 2026-04-03 14:33:25 +00:00 · 2026-04-03 14:09:05 +00:00 · 2026-04-03 12:05:30 +00:00 · 2026-04-03 11:40:48 +00:00 · 2026-04-03 11:26:19 +00:00
10 changed files with 166 additions and 44 deletions
@@ -1,12 +1,10 @@
 # SmartAssistant - עוזר חכם

-**גרסה:** 1.0.3 | **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)
@@ -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 () {});
@@ -74,6 +76,7 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
        },

        showDetail: function (type) {
+            var self = this;
            var $detail = this.$el.find('.sa-dashlet-detail');

            if (!type || type === this._activeType && $detail.html()) {
@@ -93,11 +96,11 @@ 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 +120,7 @@ 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>';
            });

@@ -480,6 +480,10 @@ 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();
@@ -620,5 +624,37 @@ 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();
+                }
+            }
+        },
    });
 });
@@ -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') {
@@ -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;
        },
    });
 });
@@ -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"
+    }
+}
@@ -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
    {
        $today = date('Y-m-d');
@@ -55,8 +55,7 @@ class ConversationRepository
            if (!$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; }
        }
@@ -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' => $data['upcomingHearingDays'] ?? 7,
+            ];
        }
        return [];
    }
@@ -1,9 +1,9 @@
 {
-    "name": "Smart Assistant",
+    "name": "SmartAssistant",
    "module": "SmartAssistant",
    "description": "Unified AI Assistant for Legal CRM — floating chat with case memory, office alerts, and n8n integration",
    "author": "klear",
-    "version": "1.0.9",
+    "version": "1.1.7",
    "acceptableVersions": [
        ">=8.0.0"
    ],
Author	SHA1	Message	Date
chaim	81fa5f3a08	feat: auto-refresh panels after Shira executes an action When Shira creates a task, meeting, or other entity, the current detail view panels now refresh automatically via model.trigger('update-all'). For tasks and meetings, also refreshes the activities/tasks side panels. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-03 15:53:01 +00:00
chaim	cf0e9ad2bc	fix: stdClass as array error in ConversationRepository EspoCRM returns JSON data as stdClass objects, not arrays. Using array access ($data[$i]['role']) on stdClass causes fatal error. Fixed by using json_decode(json_encode(...), true) to ensure deep conversion to associative arrays. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-03 14:33:25 +00:00
chaim	07df19b412	fix: stream notes showing empty content - add data() method SmartRequest and SmartAction note views were missing data() method, so {{post}} in the template resolved to empty string. Added proper data() with escapeString formatting, consistent with SmartResponse. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-03 14:09:05 +00:00
chaim	b9542e3980	fix: add missing var self = this in showDetail() self was resolving to window.self instead of the View instance inside the forEach callback, causing self.escapeString to fail. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-03 12:05:30 +00:00
chaim	4f5b6be884	fix: register stream note views in clientDefs.Note.itemViews EspoCRM resolves note type views via clientDefs.Note.itemViews metadata. Without this mapping, it looked for SmartRequest/SmartResponse/SmartAction in the core views path instead of the module path, causing 404 errors. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-03 11:40:48 +00:00
chaim	b8e8c01da5	fix: use self.escapeString() for consistency with EspoCRM API Replace jQuery text escaping with EspoCRM's built-in View.escapeString() to maintain consistency with the rest of the codebase. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-03 11:26:19 +00:00
chaim	62004360e8	fix: replace Espo.Utils.escapeString with jQuery text escaping Espo.Utils.escapeString does not exist in EspoCRM 8.x, causing TypeError crash when clicking dashlet cards. Use jQuery .text().html() for XSS-safe HTML escaping instead. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-03 10:53:47 +00:00
chaim	f616065585	fix: dashlet detail shows actual items instead of empty alerts Cards "תיקים פתוחים" and "דיונים השבוע" showed counts but clicking revealed "אין פריטים להצגה" because card counts came from direct DB queries while detail filtered from alerts with stricter criteria. Added getOpenCaseItems() and getUpcomingHearingItems() to AlertCalculator, included them in summary API response, and wired dashlet to use them. Also: renamed extension to SmartAssistant, title to "שירה — עוזרת אישית". Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-03 10:25:31 +00:00