feat: add getDocumentBytes endpoint for OCR + SignatureRequest context

- New POST /api/v1/SmartAssistant/action/getDocumentBytes returns {success, fileName, mimeType, sizeBytes, base64} for use by shira-hermes Claude Vision OCR fallback. - DocumentAnalyzer: new getDocumentBytes() method + guessMimeType helper. - CaseContextBuilder: expose signatureRequests in case context (for DigitalSignature integration — gracefully empty if entity absent). - README: sync version badge. - Version bump 2.7.3 → 2.8.0 (new public endpoint). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
fix(alerts): broaden task detection to include Contact-linked tasks
2026-04-19 11:45:05 +00:00 · 2026-04-14 06:07:04 +00:00 · 2026-04-14 06:02:27 +00:00 · 2026-04-09 20:59:12 +00:00 · 2026-04-09 20:51:06 +00:00 · 2026-04-09 16:19:33 +00:00
46 changed files with 2806 additions and 492 deletions
@@ -0,0 +1,2 @@
+*.zip
+build/
@@ -0,0 +1,46 @@
+{
+  "models": {
+    "main": {
+      "provider": "anthropic",
+      "modelId": "claude-sonnet-4-20250514",
+      "maxTokens": 64000,
+      "temperature": 0.2,
+      "id": "claude-sonnet-4-20250514"
+    },
+    "research": {
+      "provider": "anthropic",
+      "modelId": "sonar",
+      "maxTokens": 8700,
+      "temperature": 0.1,
+      "id": "claude-sonnet-4-20250514"
+    },
+    "fallback": {
+      "provider": "anthropic",
+      "modelId": "claude-3-7-sonnet-20250219",
+      "maxTokens": 120000,
+      "temperature": 0.2
+    }
+  },
+  "global": {
+    "logLevel": "info",
+    "debug": false,
+    "defaultNumTasks": 10,
+    "defaultSubtasks": 5,
+    "defaultPriority": "medium",
+    "projectName": "Task Master",
+    "ollamaBaseURL": "http://localhost:11434/api",
+    "bedrockBaseURL": "https://bedrock.us-east-1.amazonaws.com",
+    "responseLanguage": "English",
+    "enableCodebaseAnalysis": true,
+    "enableProxy": false,
+    "anonymousTelemetry": true,
+    "userId": "1234567890"
+  },
+  "claudeCode": {},
+  "codexCli": {},
+  "grokCli": {
+    "timeout": 120000,
+    "workingDirectory": null,
+    "defaultModel": "grok-4-latest"
+  }
+}
@@ -0,0 +1,6 @@
+{
+  "currentTag": "master",
+  "lastSwitched": "2026-04-14T06:05:06.044Z",
+  "branchTagMapping": {},
+  "migrationNoticeShown": true
+}
@@ -0,0 +1,39 @@
+{
+  "master": {
+    "tasks": [
+      {
+        "id": "1",
+        "title": "fix: broaden task detection to include Contact-linked tasks",
+        "description": "AlertCalculator, CaseContextBuilder, and OfficeContextBuilder only queried tasks with parentType='Case', missing tasks linked to case contacts (parentType='Contact'). This caused false 'no preparation task' alerts in Shira's daily standup.",
+        "status": "done",
+        "priority": "high",
+        "dependencies": [],
+        "details": "Root cause confirmed via production API: preparation tasks had parentType='Contact' because Shira created them linked to the contact entity. Fix broadens all task queries to include both Case and Contact parent types, plus NhActivity-linked tasks.",
+        "testStrategy": "Deploy to staging, trigger standup for a case with Contact-linked tasks, verify no false alert.",
+        "subtasks": [],
+        "updatedAt": "2026-04-14T06:08:19.494Z"
+      },
+      {
+        "id": "2",
+        "title": "Network-storage diagnostics + folder discovery",
+        "description": "Expose diagnostics when a case folder can't be listed and add endpoints (findCaseFolder, setCaseFolderPath) so Shira can locate and persist the correct network-storage path.",
+        "details": "",
+        "testStrategy": "",
+        "status": "in-progress",
+        "dependencies": [],
+        "priority": "medium",
+        "subtasks": [],
+        "updatedAt": "2026-04-19T06:11:17.422Z"
+      }
+    ],
+    "metadata": {
+      "version": "1.0.0",
+      "lastModified": "2026-04-19T06:11:17.423Z",
+      "taskCount": 2,
+      "completedCount": 1,
+      "tags": [
+        "master"
+      ]
+    }
+  }
+}
@@ -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)
@@ -0,0 +1,454 @@
+# SmartAssistant v1.0.3 — סיכום מנהלים לפריסה בפיתוח
+
+**תאריך:** 2026-03-31
+**גרסה:** 1.0.3 | **תאריך שחרור:** 2026-03-29
+**סביבת יעד:** EspoCRM Development (https://espocrm.dev.marcus-law.co.il)
+**מחבר:** klear | **דרישות:** EspoCRM >= 8.0.0, PHP >= 8.1
+
+---
+
+## 1. תיאור כללי
+
+SmartAssistant הוא מודול עוזר AI מאוחד למשרד עורכי דין.
+
+המודול מספק:
+- **ממשק צ'אט צף** (Floating Action Button) בכל דפי המערכת
+- **מצב משרד** — סקירה כללית, התראות, סטטיסטיקות עומס עבודה
+- **מצב תיק** — סיוע מעמיק בתיק ספציפי עם הקשר מלא
+- **מערכת זיכרון תיק** (CaseMemory) — מאגר ידע מובנה לכל תיק ב-7 קטגוריות
+- **ביצוע פעולות באישור** — יצירת משימות, פתקים, דיונים, שינוי סטטוס
+- **אינטגרציה עם Stream** — כל אינטראקציה מופיעה בציר הזמן של התיק
+- **התראות בסרגל ניווט** — תיקים לא פעילים, משימות באיחור, דיונים קרובים
+
+---
+
+## 2. מה בוצע
+
+### 2.1 Backend (PHP) — 16 קבצים
+
+| רכיב | קובץ | תפקיד |
+|-------|------|--------|
+| Controller | `Controllers/SmartAssistant.php` | 10 נקודות קצה API (chat, execute, summary, alerts, history, conversations, conversationMessages, searchHistory, caseMemory, saveMemory) |
+| שירות ראשי | `Services/SmartAssistantService.php` | תזמור מלא: בניית הקשר → קריאת webhook → טיפול בפעולות → שמירת שיחה |
+| בונה הקשר תיק | `Services/CaseContextBuilder.php` | אוסף: נתוני תיק, אנשי קשר, משימות פתוחות, דיונים קרובים, פתקים אחרונים, זיכרון |
+| בונה הקשר משרד | `Services/OfficeContextBuilder.php` | סטטיסטיקות כלליות, התראות, עומס עבודה לפי משתמש, drill-down לתיקים |
+| מחשבון התראות | `Services/AlertCalculator.php` | 6 סוגי התראות: תיקים לא פעילים (14/30 יום), משימות באיחור, דיונים קרובים, תיקים ללא שיוך, משימות בעדיפות גבוהה |
+| מבצע פעולות | `Services/ActionExecutor.php` | 8 כלים: create_task, add_note, change_status, create_meeting, schedule_hearing, list_documents, analyze_document, save_memory, rename_document |
+| שירות זיכרון | `Services/CaseMemoryService.php` | CRUD מלא לאנטיטי CaseMemory |
+| ספק הקשר זיכרון | `Services/CaseMemoryContextProvider.php` | הזרקת זיכרון מוצמד/חשוב להקשר AI |
+| מאגר שיחות | `Services/ConversationRepository.php` | שמירה ואחזור שיחות ב-AssistantConversation |
+| מנתח מסמכים | `Services/DocumentAnalyzer.php` | סריקת מסמכים דרך FileStorage |
+| Hook - שינוי תיק | `Hooks/Case/CaseFieldChangeMemory.php` | זיכרון אוטומטי בשינוי: סטטוס, שופט, בית משפט, מועד דיון |
+| Hook - דיון | `Hooks/Meeting/HearingScheduledMemory.php` | זיכרון אוטומטי בקביעת דיון חדש |
+| FileStorage | `Classes/FileStorage/*` | 4 קבצים: Interface, Factory, WebDav, NextCloud |
+
+### 2.2 Frontend (JavaScript) — 9 קבצים
+
+| רכיב | תפקיד |
+|-------|--------|
+| `floating-chat.js` | ממשק צ'אט צף (~1500 שורות): שליחת הודעות, היסטוריה, זיכרון, אישור/דחיית פעולות, עיצוב RTL, Material Design |
+| `site/navbar.js` | אייקון התראות בסרגל ניווט עם badge מספרי |
+| `dashlets/smart-assistant.js` | דשלט לדשבורד: סיכום מדדים + התראות אחרונות |
+| `dashlets/options/smart-assistant.js` | הגדרות דשלט |
+| `case/modals/add-memory.js` | מודל להוספת זיכרון ידנית לתיק |
+| `stream/notes/smart-request.js` | תצוגת הודעת משתמש ב-Stream |
+| `stream/notes/smart-response.js` | תצוגת תשובת עוזר ב-Stream |
+| `stream/notes/smart-action.js` | תצוגת פעולה שבוצעה ב-Stream |
+
+### 2.3 מטא-נתונים וקונפיגורציה — 17 קבצי JSON
+
+- **routes.json** — 10 נתיבי API
+- **module.json** — רישום מודול עם clientModule
+- **entityDefs/** — CaseMemory (אנטיטי חדש, 15 שדות, 4 אינדקסים), Case (שדה cNextHearing), Note (סוגי stream חדשים)
+- **scopes/CaseMemory.json** — הגדרות scope
+- **layouts/CaseMemory/** — 4 layouts (list, detail, listSmall, detailSmall)
+- **dashlets/SmartAssistant.json** — הגדרת דשלט
+- **integrations/SmartAssistant.json** — 6 שדות הגדרה (webhookUrl, apiKey, maxMessagesPerHour, inactivityWarningDays, inactivityCriticalDays, upcomingHearingDays)
+- **clientDefs/App.json** — רישום navbar
+
+### 2.4 תרגומים — 10 קבצים
+
+- **en_US** — 5 קבצי תרגום (SmartAssistant, CaseMemory, Case, Global, Integration)
+- **fa_IR** — 5 קבצי תרגום מקבילים (עברית/פרסית)
+
+### 2.5 בנייה והפצה
+
+- **build.sh** — סקריפט בנייה: קורא גרסה מ-manifest.json, מעדכן README, יוצר ZIP
+- **composer.json** — הגדרת חבילה ל-Composer Registry
+- **4 גרסאות ZIP** — 1.0.0, 1.0.1, 1.0.2, 1.0.3
+
+---
+
+## 3. היסטוריית גרסאות ותיקוני באגים
+
+### v1.0.0 — `a148e0f`
+- **פיצ'ר ראשוני** — מודול SmartAssistant מלא עם case memory
+
+### v1.0.0 → v1.0.1 — תיקונים
+| Commit | תקלה | תיקון |
+|--------|-------|--------|
+| `0cdbf6d` | דשלט ירש מ-DashletView שלא קיים בגרסאות חדשות | שונה ל-base View + הוספת getTitle() |
+| `ffd966a` | לא היה composer.json לפרסום אוטומטי | נוסף composer.json |
+| `bd1cd17` | גרסה ב-README לא מתעדכנת אוטומטית | build.sh מעדכן README |
+| `95ca8a0` | חסר תיעוד מקיף | נוסף README מלא בעברית |
+| `fbe4f82` | נתיבי client לא תואמים לפורמט מודולים של EspoCRM | מיגרציה לנתיבי מודול תקניים |
+
+### v1.0.1 → v1.0.2 — `f380542`
+| תקלה | תיקון |
+|-------|--------|
+| נתיבי CSS ו-script שגויים ב-app/client.json metadata | תיקון הנתיבים ל-format הנכון |
+
+### v1.0.2 → v1.0.3 — `d5c8a60`
+| תקלה | תיקון |
+|-------|--------|
+| EspoCRM לא מצליח לרזולב templates בצד לקוח כי חסר clientModule | הוספת `clientModule` ל-module.json |
+
+### סיכום תקלות שנמצאו ותוקנו
+
+| # | תקלה | חומרה | סטטוס |
+|---|-------|--------|--------|
+| 1 | דשלט ירש מ-class לא קיים | גבוהה | תוקן v1.0.1 |
+| 2 | נתיבי client לא תקניים לפורמט מודולים | גבוהה | תוקן v1.0.1 |
+| 3 | נתיבי CSS/script שגויים ב-metadata | בינונית | תוקן v1.0.2 |
+| 4 | חסר clientModule לרזולוציית templates | גבוהה | תוקן v1.0.3 |
+
+---
+
+## 4. מה נבדק
+
+### נבדק ידנית (על סמך תיקוני הבאגים)
+- רישום מודול וטעינת client-side assets
+- תצוגת דשלט בדשבורד
+- רזולוציית templates בצד לקוח
+- נתיבי metadata (CSS, scripts)
+
+### לא נבדק (אין קבצי טסט בפרויקט)
+- **אין בדיקות יחידה (unit tests)** לקוד PHP
+- **אין בדיקות אינטגרציה** ל-API endpoints
+- **אין בדיקות E2E** לממשק הצ'אט
+- **אין CI/CD pipeline** (אין GitHub Actions / Gitea Actions)
+
+---
+
+## 5. דרישות קדם לפריסה בפיתוח
+
+| דרישה | סטטוס | פירוט |
+|--------|--------|--------|
+| EspoCRM >= 8.0.0 | לאמת | לוודא גרסה בסביבת dev |
+| PHP >= 8.1 | לאמת | לוודא גרסה בשרת |
+| Webhook URL | **נדרש הגדרה** | יש להגדיר n8n workflow שיקבל את הפניות |
+| API Key | אופציונלי | לאימות webhook |
+| AssistantConversation entity | לאמת | נדרש שהאנטיטי קיים |
+| WebDAV/NextCloud | אופציונלי | רק לפיצ'ר ניתוח מסמכים |
+
+---
+
+## 6. מה נשאר לעשות
+
+### קריטי לפני פריסה
+| # | משימה | עדיפות |
+|---|--------|---------|
+| 1 | **הגדרת n8n workflow** לקבלת webhook מהעוזר (chat endpoint) | קריטי |
+| 2 | **בדיקת תאימות** עם גרסת EspoCRM בסביבת dev | קריטי |
+| 3 | **לוודא שאין שאריות** של מודולים ישנים בסביבת dev | קריטי |
+| 4 | **הגדרת Integration** — webhookUrl + apiKey ב-Admin > Integrations | קריטי |
+| 5 | **בדיקה שאנטיטי AssistantConversation קיים** או שצריך ליצור אותו | קריטי |
+
+### חשוב אחרי פריסה
+| # | משימה | עדיפות |
+|---|--------|---------|
+| 6 | **בדיקות ידניות מקיפות** — צ'אט במצב משרד ומצב תיק | גבוהה |
+| 7 | **בדיקת פעולות** — create_task, add_note, schedule_hearing, change_status | גבוהה |
+| 8 | **בדיקת hooks** — שינוי סטטוס תיק → זיכרון אוטומטי | גבוהה |
+| 9 | **בדיקת התראות** — navbar badge + דשלט | בינונית |
+| 10 | **בדיקת היסטוריה** — שמירה ואחזור שיחות, חיפוש | בינונית |
+
+### שיפורים עתידיים
+| # | משימה | עדיפות |
+|---|--------|---------|
+| 11 | כתיבת בדיקות יחידה ל-PHP | בינונית |
+| 12 | הוספת CI/CD pipeline (Gitea Actions) | בינונית |
+| 13 | הוספת תרגום עברי (he_IL) — כרגע en_US + fa_IR בלבד | בינונית |
+| 14 | Rate limiting בצד client (כרגע רק בצד server) | נמוכה |
+| 15 | הצפנת שיחות | נמוכה |
+
+---
+
+## 7. תיעוד מפורט של הקוד והקבצים
+
+### 7.1 ארכיטקטורה כללית
+
+```
+┌─────────────────────────────────────────────────┐
+│                   Frontend (JS)                  │
+│  floating-chat.js ←→ navbar.js ←→ dashlet.js    │
+│       │              │              │            │
+│  [צ'אט צף]    [התראות navbar]  [דשלט דשבורד]     │
+└───────────────────────┬─────────────────────────┘
+                        │ REST API (10 endpoints)
+┌───────────────────────┴─────────────────────────┐
+│              Controller/SmartAssistant.php        │
+│  chat | execute | summary | alerts | history ... │
+└───────────────────────┬─────────────────────────┘
+                        │
+┌───────────────────────┴─────────────────────────┐
+│           SmartAssistantService.php               │
+│  תזמור: הקשר → webhook → פעולות → שמירה          │
+├──────────┬──────────┬──────────┬─────────────────┤
+│ Context  │ Action   │ Memory   │ Conversation    │
+│ Builders │ Executor │ Service  │ Repository      │
+├──────────┴──────────┴──────────┴─────────────────┤
+│  CaseContext  │ OfficeContext │ AlertCalculator   │
+│  Builder      │ Builder      │                   │
+└───────────────┴──────────────┴───────────────────┘
+                        │
+              ┌─────────┴──────────┐
+              │   External n8n     │
+              │   Webhook (AI)     │
+              └────────────────────┘
+```
+
+### 7.2 זרימת צ'אט (Chat Flow)
+
+```
+1. משתמש שולח הודעה ← floating-chat.js
+2. POST /SmartAssistant/action/chat { message, caseId?, conversationId }
+3. Controller → SmartAssistantService::chat()
+4. בניית הקשר:
+   ├─ מצב תיק → CaseContextBuilder (נתוני תיק + אנשי קשר + משימות + דיונים + זיכרון)
+   └─ מצב משרד → OfficeContextBuilder (סטטיסטיקות + התראות)
+5. קריאת webhook חיצוני (n8n) עם: message + context + history
+6. קבלת תשובה: { text, actions[] }
+7. פעולות מיידיות (list_documents, save_memory) → ביצוע אוטומטי
+8. פעולות הדורשות אישור → שמירה + החזרה למשתמש
+9. שמירת שיחה ב-ConversationRepository
+10. שמירת הודעות ב-Stream (smart-request + smart-response notes)
+```
+
+### 7.3 פירוט קבצי Backend
+
+#### `Controllers/SmartAssistant.php` (168 שורות)
+- **actionChat()** — מקבל message, caseId, conversationId. בודק ACL ל-Case. קורא ל-SmartAssistantService::chat()
+- **actionExecute()** — מקבל actionId, conversationId. מבצע פעולה שאושרה
+- **actionSummary()** — מחזיר סיכום משרדי + התראות
+- **actionAlerts()** — רשימת התראות מלאה
+- **actionHistory()** — היסטוריית שיחות (לפי caseId או אחרונה)
+- **actionConversations()** — רשימת שיחות אחרונות
+- **actionConversationMessages()** — הודעות שיחה ספציפית
+- **actionSearchHistory()** — חיפוש חופשי בשיחות
+- **actionCaseMemory()** — זיכרון תיק לפי קטגוריה
+- **actionSaveMemory()** — שמירת זיכרון ידנית
+
+#### `Services/SmartAssistantService.php` (~500 שורות)
+הקובץ המרכזי ביותר. אחראי על:
+- **chat()** — הזרימה המלאה: בניית הקשר, קריאת webhook, עיבוד פעולות, שמירת שיחה
+- **callWebhook()** — קריאת CURL ל-n8n עם timeout, headers (X-Api-Key), JSON payload
+- **processActions()** — מיון פעולות: מיידיות vs. דורשות אישור
+- **executeAction()** — ביצוע פעולה שאושרה דרך ActionExecutor
+- **getSummary()** / **getAlerts()** — מצב משרד
+- **getConversations()** / **getHistory()** / **searchHistory()** — ניהול שיחות
+
+#### `Services/CaseContextBuilder.php` (~150 שורות)
+בונה הקשר עשיר לתיק:
+```php
+[
+  'case' => [...],           // שדות תיק מרכזיים
+  'contacts' => [...],       // אנשי קשר מקושרים
+  'openTasks' => [...],      // משימות פתוחות (עד 10)
+  'upcomingMeetings' => [...], // דיונים קרובים (עד 5)
+  'recentNotes' => [...],    // פתקים אחרונים (עד 10)
+  'memories' => [...],       // זיכרון מוצמד + חשוב
+  'stats' => [...]           // מספרי סיכום
+]
+```
+
+#### `Services/OfficeContextBuilder.php` (~80 שורות)
+בונה סיכום משרדי:
+```php
+[
+  'totalActiveCases' => int,
+  'casesByStatus' => [...],
+  'overdueTasks' => int,
+  'upcomingHearings' => int,
+  'userWorkload' => [...],   // עומס לפי משתמש
+  'alerts' => [...]
+]
+```
+
+#### `Services/ActionExecutor.php` (~250 שורות)
+מבצע 8 סוגי פעולות:
+
+| כלי | פרמטרים | פעולה |
+|------|----------|--------|
+| `create_task` | name, dateEnd, priority, description | יצירת Task מקושר לתיק |
+| `add_note` | text | הוספת Post ב-Stream של התיק |
+| `change_status` | status | שינוי סטטוס (עם validation מול enum) |
+| `create_meeting` | name, dateStart, dateEnd, description | יצירת Meeting |
+| `schedule_hearing` | date, description | עדכון cNextHearing + יצירת Meeting |
+| `list_documents` | — | רשימת מסמכים (read-only, ללא אישור) |
+| `analyze_document` | documentId | ניתוח מסמך דרך DocumentAnalyzer |
+| `save_memory` | name, content, category, importance | שמירת CaseMemory (ללא אישור) |
+| `rename_document` | documentId, newName | שינוי שם קובץ |
+
+#### `Services/AlertCalculator.php` (~200 שורות)
+6 סוגי התראות:
+
+| סוג | לוגיקה | חומרה |
+|------|--------|--------|
+| תיק לא פעיל (אזהרה) | modifiedAt < now - 14 יום | warning |
+| תיק לא פעיל (קריטי) | modifiedAt < now - 30 יום | critical |
+| משימה באיחור | dateEnd < now, status != Completed | critical |
+| דיון קרוב | dateStart < now + 7 ימים | warning |
+| תיק ללא שיוך | status = New, assignedUserId = null | warning |
+| משימה בעדיפות גבוהה | priority = Urgent, dateEnd < now + 5 ימים | warning |
+
+#### `Services/CaseMemoryService.php` (106 שורות)
+CRUD פשוט:
+- **getMemories()** — לפי caseId, עם סינון אופציונלי לפי category
+- **saveMemory()** — יצירת רשומת CaseMemory
+- **updateMemory()** — עדכון
+- **deleteMemory()** — מחיקה רכה
+
+#### `Services/CaseMemoryContextProvider.php`
+מזריק זיכרון להקשר AI:
+- זיכרון מוצמד (isPinned = true)
+- זיכרון בחשיבות high/critical
+- ממוין לפי importance DESC, modifiedAt DESC
+
+#### `Services/ConversationRepository.php` (~120 שורות)
+- **save()** — שמירת שיחה באנטיטי AssistantConversation
+- **getHistory()** — אחזור לפי caseId או אחרון
+- **getConversations()** — רשימה ממוינת (עד limit)
+- **getMessages()** — הודעות שיחה ספציפית
+- **search()** — חיפוש חופשי בתוכן
+
+#### Hooks
+- **CaseFieldChangeMemory** — afterSave hook על Case. בודק אם שדות key השתנו (status, cJudge, cCourt, cNextHearing). אם כן, יוצר CaseMemory אוטומטי מסוג `auto` בקטגוריה המתאימה.
+- **HearingScheduledMemory** — afterSave hook על Meeting. אם סוג Meeting = "Hearing", יוצר CaseMemory בקטגוריה timeline.
+
+### 7.4 פירוט קבצי Frontend
+
+#### `floating-chat.js` (~1500 שורות)
+הקובץ הגדול ביותר. View יחיד שמנהל:
+- **תצוגת צ'אט** — קלט הודעה, בועות הודעות (משתמש/עוזר), פעולות בהמתנה
+- **תצוגת היסטוריה** — רשימת שיחות קודמות, טעינת שיחה
+- **תצוגת זיכרון** — tabs לפי קטגוריה, הוספה/מחיקה/הצמדה
+- **RTL layout** — כל ה-CSS מותאם לעברית
+- **עיצוב Material Design** — צבע ראשי #5c6bc0 (אינדיגו), אנימציות slide-up
+- **רספונסיבי** — breakpoint ב-480px למובייל
+- **Inline CSS** — כל הסגנונות מוטמעים בקובץ (לא CSS חיצוני)
+
+#### `site/navbar.js`
+- מרחיב את navbar הרגיל של EspoCRM
+- מוסיף אייקון התראות עם badge מספרי
+- קורא ל-GET /SmartAssistant/action/alerts ומציג ספירה
+- רענון אוטומטי כל X דקות
+
+#### `dashlets/smart-assistant.js`
+- דשלט לדשבורד הראשי
+- מציג: סה"כ תיקים פעילים, משימות באיחור, דיונים קרובים
+- רשימת 5 התראות אחרונות
+- ACL scope = Case
+
+#### Stream Notes (3 קבצים)
+- **smart-request.js** — מציג הודעת משתמש עם אייקון שאלה
+- **smart-response.js** — מציג תשובת עוזר עם markdown rendering
+- **smart-action.js** — מציג פעולה שבוצעה עם סטטוס (approved/rejected/executed)
+
+#### `case/modals/add-memory.js`
+- מודל Espo.Views.Modal סטנדרטי
+- שדות: name, category (dropdown), content (textarea), importance (dropdown)
+- POST ל-/SmartAssistant/action/saveMemory
+
+### 7.5 אנטיטי CaseMemory — מבנה מלא
+
+```
+שדות:
+├── name (varchar, required) — כותרת הזיכרון
+├── case (link → Case, required) — תיק משויך
+├── category (enum) — key_facts | strategy | decisions | contacts_notes | timeline | documents_notes | billing_notes
+├── content (text, required) — תוכן מלא
+├── source (enum, readOnly) — manual | assistant | auto
+├── importance (enum) — low | normal | high | critical
+├── isPinned (bool) — הצמדה לגישה מהירה
+├── isArchived (bool) — הסתרת רשומות ישנות
+├── sourceEntityType (varchar, readOnly) — סוג מקור (למעקב)
+├── sourceEntityId (varchar, readOnly) — ID מקור
+├── assignedUser (link → User)
+├── teams (linkMultiple → Team)
+├── createdAt, modifiedAt (datetime)
+└── createdBy, modifiedBy (link → User)
+
+אינדקסים:
+├── caseId + deleted
+├── caseId + category + deleted
+├── caseId + isPinned + deleted
+└── importance + deleted
+```
+
+### 7.6 הגדרות אינטגרציה
+
+**Admin > Integrations > Smart Assistant:**
+
+| שדה | סוג | ברירת מחדל | תיאור |
+|------|------|------------|--------|
+| webhookUrl | url | — | כתובת webhook (n8n) |
+| apiKey | varchar(255) | — | מפתח אימות, נשלח כ-X-Api-Key header |
+| maxMessagesPerHour | int | 30 | הגבלת קצב |
+| inactivityWarningDays | int | 14 | סף אזהרה לחוסר פעילות |
+| inactivityCriticalDays | int | 30 | סף קריטי |
+| upcomingHearingDays | int | 7 | חלון דיונים קרובים |
+
+### 7.7 פורמט Webhook
+
+**Request (נשלח ל-n8n):**
+```json
+{
+  "message": "מה המצב של תיק כהן?",
+  "context": {
+    "case": { "name": "כהן נ' לוי", "status": "Active", ... },
+    "contacts": [...],
+    "openTasks": [...],
+    "memories": [...]
+  },
+  "conversationId": "conv_abc123",
+  "conversationHistory": [
+    { "role": "user", "content": "..." },
+    { "role": "assistant", "content": "..." }
+  ],
+  "mode": "case"
+}
+```
+
+**Response (נדרש מ-n8n):**
+```json
+{
+  "text": "תיק כהן פעיל. יש 3 משימות פתוחות ודיון ב-15 באפריל.",
+  "actions": [
+    {
+      "tool": "create_task",
+      "params": { "name": "הכנת סיכומים לדיון", "dateEnd": "2026-04-14" },
+      "actionId": "action_xyz789",
+      "displayText": "יצירת משימה: הכנת סיכומים לדיון"
+    }
+  ]
+}
+```
+
+---
+
+## 8. סיכום מוכנות לפריסה
+
+| קריטריון | סטטוס | הערות |
+|-----------|--------|--------|
+| קוד backend | מוכן | 16 קבצי PHP, ארכיטקטורה נקייה |
+| קוד frontend | מוכן | 9 קבצי JS, עיצוב RTL |
+| מטא-נתונים | מוכן | תוקן ב-v1.0.1-1.0.3 |
+| תרגומים | חלקי | en_US + fa_IR, חסר he_IL ייעודי |
+| קובץ התקנה | מוכן | SmartAssistant-1.0.3.zip |
+| n8n workflow | **חסר** | צריך לבנות workflow שיטפל ב-chat |
+| בדיקות אוטומטיות | **אין** | אין unit/integration/E2E tests |
+| CI/CD | **אין** | אין pipeline |
+| תיעוד | מוכן | README מקיף בעברית |
+
+**המלצה:** המודול מוכן טכנית לפריסה בסביבת פיתוח. יש להגדיר webhook URL (n8n workflow) לפני שהצ'אט יהיה פונקציונלי. מומלץ לבצע בדיקות ידניות מקיפות לאחר ההתקנה.
@@ -1,6 +1,6 @@
 # SmartAssistant - עוזר חכם

-**גרסה:** 1.1.0 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
+**גרסה:** 2.7.3 | **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.
@@ -4,13 +4,16 @@ set -euo pipefail
 VERSION=$(python3 -c "import json; print(json.load(open('manifest.json'))['version'])")
 MODULE=$(python3 -c "import json; m=json.load(open('manifest.json')); print(m.get('module', m['name']))")
 ZIPNAME="${MODULE}-${VERSION}.zip"
+BUILDDIR="build"

 # Update version in README.md if it exists
 if [[ -f README.md ]]; then
  sed -i "s/\*\*גרסה:\*\* [^ |]*/\*\*גרסה:\*\* ${VERSION}/" README.md
 fi
+
+mkdir -p "$BUILDDIR"
 echo "Building $ZIPNAME..."
-rm -f "$ZIPNAME"
-zip -r "$ZIPNAME" manifest.json files/ \
-  -x "*.DS_Store" "*__MACOSX*" "*.zip"
-echo "✓ Built: $ZIPNAME ($(du -h "$ZIPNAME" | cut -f1))"
+rm -f "$BUILDDIR/$ZIPNAME"
+zip -r "$BUILDDIR/$ZIPNAME" manifest.json files/ \
+  -x "*.DS_Store" "*__MACOSX*"
+echo "✓ Built: $BUILDDIR/$ZIPNAME ($(du -h "$BUILDDIR/$ZIPNAME" | cut -f1))"
@@ -24,7 +24,7 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct
        afterRender: function () {
            this._alerts = [];
            this._summary = {};
-            this._activeType = null;
+            this._activeType = 'attention';

            var self = this;
            Espo.Ajax.getRequest('SmartAssistant/action/status').then(function (result) {
@@ -54,10 +54,10 @@ define('modules/smart-assistant/views/dashlets/smart-assistant', ['view'], funct

        renderCards: function (summary) {
            var cards = [
-                {type: 'open', label: 'תיקים פתוחים', value: summary.totalOpenCases || 0, color: '#1565c0', bg: '#e3f2fd', icon: 'fa-folder-open'},
+                {type: 'attention', label: 'דורשים תשומת לב', value: summary.casesNeedingAttention || 0, color: '#f9a825', bg: '#fff9c4', icon: 'fa-bell'},
                {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'},
+                {type: 'open', label: 'תיקים פתוחים', value: summary.totalOpenCases || 0, color: '#1565c0', bg: '#e3f2fd', icon: 'fa-folder-open'},
            ];

            var self = this;
@@ -76,6 +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()) {
@@ -119,7 +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>';
            });

@@ -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;">' +
@@ -21,6 +24,9 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
            '      <button class="btn btn-link sa-new-btn" type="button" title="{{translate \'New Conversation\' scope=\'SmartAssistant\'}}">' +
            '        <span class="fas fa-plus"></span>' +
            '      </button>' +
+            '      <button class="btn btn-link sa-expand-btn" type="button" title="{{translate \'Expand\' scope=\'SmartAssistant\'}}">' +
+            '        <span class="fas fa-expand-alt"></span>' +
+            '      </button>' +
            '      <button class="btn btn-link sa-close-btn" type="button">' +
            '        <span class="fas fa-times"></span>' +
            '      </button>' +
@@ -50,7 +56,7 @@ 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>' +
@@ -59,10 +65,15 @@ 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-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; }' +
+            '.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; transition: width 0.3s ease, max-height 0.3s ease; }' +
+            '.sa-chat-panel.sa-expanded { width: 700px; max-height: 85vh; }' +
+            '.sa-chat-panel.sa-expanded .sa-chat-messages { max-height: calc(85vh - 180px); }' +
+            '.sa-chat-panel.sa-expanded .sa-history-list, .sa-chat-panel.sa-expanded .sa-memory-list { max-height: calc(85vh - 200px); }' +
            '@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; }' +
            '.sa-chat-title { font-size: 15px; font-weight: 600; white-space: nowrap; }' +
@@ -76,14 +87,20 @@ 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; }' +
@@ -111,7 +128,7 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
            '.sa-badge-source { background: #f3e5f5; color: #7b1fa2; }' +
            '.sa-memory-entry-content { font-size: 12px; color: #555; line-height: 1.4; max-height: 60px; overflow: hidden; }' +
            '.sa-memory-entry-meta { font-size: 10px; color: #999; margin-top: 4px; }' +
-            '@media (max-width: 480px) { .sa-chat-panel { width: calc(100vw - 48px); left: 0; } .smart-assistant-fab-container { bottom: 16px; left: 16px; } }' +
+            '@media (max-width: 480px) { .sa-chat-panel { width: calc(100vw - 48px); left: 0; } .sa-chat-panel.sa-expanded { width: calc(100vw - 48px); } .smart-assistant-fab-container { bottom: 16px; left: 16px; } }' +
            '</style>',

        conversationId: null,
@@ -120,12 +137,14 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
        currentCaseId: null,
        currentCaseName: null,
        currentView: 'chat',
+        isExpanded: false,
        currentMemoryCategory: null,
        memoryData: null,

        events: {
            'click .sa-fab': function () { this.togglePanel(); },
            'click .sa-close-btn': function () { this.closePanel(); },
+            'click .sa-expand-btn': function () { this.toggleExpand(); },
            'click .sa-chat-send': function () { this.sendMessage(); },
            'click .sa-history-btn': function () { this.showHistory(); },
            'click .sa-new-btn': function () { this.startNewConversation(); },
@@ -141,11 +160,14 @@ 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);
@@ -168,7 +190,7 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)

                self.$el.find('.sa-fab').show();
                self.$el.find('.sa-chat-messages').attr('data-empty-text',
-                    self.translate('Chat with the assistant', 'labels', 'SmartAssistant') || 'שוחח/י עם העוזר החכם');
+                    self.translate('Chat with the assistant', 'labels', 'SmartAssistant') || 'שוחח/י עם שירה');
                self.loadAlertCount();
                self._setupRouteListener();
            }).catch(function () {
@@ -246,7 +268,26 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)

        closePanel: function () {
            this.isOpen = false;
-            this.$el.find('.sa-chat-panel').css('display', 'none');
+            this.isExpanded = false;
+            var $panel = this.$el.find('.sa-chat-panel');
+            $panel.removeClass('sa-expanded').css('display', 'none');
+            this.$el.find('.sa-expand-btn .fas').removeClass('fa-compress-alt').addClass('fa-expand-alt');
+        },
+
+        toggleExpand: function () {
+            this.isExpanded = !this.isExpanded;
+            var $panel = this.$el.find('.sa-chat-panel');
+            var $icon = this.$el.find('.sa-expand-btn .fas');
+
+            if (this.isExpanded) {
+                $panel.addClass('sa-expanded');
+                $icon.removeClass('fa-expand-alt').addClass('fa-compress-alt');
+            } else {
+                $panel.removeClass('sa-expanded');
+                $icon.removeClass('fa-compress-alt').addClass('fa-expand-alt');
+            }
+
+            this.scrollToBottom();
        },

        showChat: function () {
@@ -417,12 +458,12 @@ 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,
@@ -433,25 +474,18 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
                payload.caseId = this.currentCaseId;
            }

-            Espo.Ajax.postRequest('SmartAssistant/action/chat', payload).then(function (response) {
+            Espo.Ajax.postRequest('SmartAssistant/action/chat', payload, {timeout: 180000}).then(function (response) {
                self.conversationId = response.conversationId;
                $loading.remove();

                $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);
+                        }
                    });
                }

@@ -480,6 +514,10 @@ 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();
@@ -607,11 +645,101 @@ 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) {
@@ -620,5 +748,37 @@ 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' || entityType === 'Call') {
+                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;
        },
    });
 });
@@ -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);
-    }
-}
@@ -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;
-}
@@ -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); }
-}
@@ -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;
-    }
-}
@@ -9,17 +9,23 @@ use Espo\Core\Exceptions\Forbidden;
 use Espo\Core\InjectableFactory;
 use Espo\Core\Acl;
 use Espo\Modules\SmartAssistant\Services\SmartAssistantService;
+use Espo\Modules\SmartAssistant\Services\ActionExecutor;
 use Espo\Modules\SmartAssistant\Services\CaseMemoryService;
+use Espo\Modules\SmartAssistant\Services\DocumentAnalyzer;
+use Espo\Modules\SmartAssistant\Services\GenericTemplateGenerator;
+use Espo\Entities\User;

 class SmartAssistant
 {
    private InjectableFactory $injectableFactory;
    private Acl $acl;
+    private User $user;

-    public function __construct(InjectableFactory $injectableFactory, Acl $acl)
+    public function __construct(InjectableFactory $injectableFactory, Acl $acl, User $user)
    {
        $this->injectableFactory = $injectableFactory;
        $this->acl = $acl;
+        $this->user = $user;
    }

    private function getService(): SmartAssistantService
@@ -169,4 +175,213 @@ class SmartAssistant
            'id' => $entry->get('id'),
        ];
    }
+
+    public function postActionExecuteTool(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        if (empty($data->tool)) {
+            throw new BadRequest('tool is required.');
+        }
+
+        $tool = $data->tool;
+        $params = json_decode(json_encode($data->params ?? []), true) ?? [];
+        $caseId = $data->caseId ?? null;
+
+        $executor = $this->injectableFactory->create(ActionExecutor::class);
+
+        return $executor->execute($tool, $params, $caseId, $this->user->getId());
+    }
+
+    public function postActionReadDocument(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $filePath = $data->filePath ?? null;
+        if (empty($filePath)) {
+            throw new BadRequest('filePath is required.');
+        }
+
+        $maxLength = isset($data->maxLength) ? (int) $data->maxLength : null;
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $text = $analyzer->extractFullText($filePath, $maxLength);
+
+        return [
+            'success' => $text !== null,
+            'text' => $text,
+            'fileName' => basename($filePath),
+            'charCount' => $text !== null ? mb_strlen($text) : 0,
+        ];
+    }
+
+    public function postActionGetDocumentBytes(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $filePath = $data->filePath ?? null;
+        if (empty($filePath)) {
+            throw new BadRequest('filePath is required.');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return $analyzer->getDocumentBytes($filePath);
+    }
+
+    public function postActionReadMultipleDocuments(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $filePaths = $data->filePaths ?? [];
+        if (empty($filePaths)) {
+            throw new BadRequest('filePaths is required (array of file paths).');
+        }
+
+        $maxPerFile = isset($data->maxCharsPerFile) ? (int) $data->maxCharsPerFile : 50000;
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $results = $analyzer->extractMultipleDocuments((array) $filePaths, $maxPerFile);
+
+        return [
+            'success' => true,
+            'documents' => $results,
+        ];
+    }
+
+    public function postActionBatchRename(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $renames = $data->renames ?? [];
+        if (empty($renames)) {
+            throw new BadRequest('renames is required (array of {sourcePath, newName}).');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $results = [];
+        $successCount = 0;
+
+        foreach ($renames as $rename) {
+            $rename = (array) $rename;
+            $sourcePath = $rename['sourcePath'] ?? null;
+            $newName = $rename['newName'] ?? null;
+
+            if (!$sourcePath || !$newName) {
+                $results[] = ['success' => false, 'error' => 'Missing sourcePath or newName'];
+                continue;
+            }
+
+            try {
+                $result = $analyzer->renameDocument($sourcePath, $newName);
+                $results[] = ['success' => true, 'oldName' => $result['oldName'], 'newName' => $result['newName']];
+                $successCount++;
+            } catch (\Exception $e) {
+                $results[] = ['success' => false, 'oldName' => basename($sourcePath), 'error' => $e->getMessage()];
+            }
+        }
+
+        return [
+            'success' => true,
+            'totalCount' => count($renames),
+            'successCount' => $successCount,
+            'results' => $results,
+        ];
+    }
+
+    public function postActionListDocuments(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        if (empty($caseId)) {
+            throw new BadRequest('caseId is required.');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return $analyzer->listDocumentsRecursive($caseId);
+    }
+
+    public function postActionBrowseFolder(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $path = $data->path ?? null;
+        if ($path === null) {
+            throw new BadRequest('path is required.');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return [
+            'path' => $path,
+            'entries' => $analyzer->browseFolder((string) $path),
+        ];
+    }
+
+    public function postActionFindCaseFolder(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $query = $data->query ?? null;
+        if (empty($query)) {
+            throw new BadRequest('query is required.');
+        }
+
+        $limit = isset($data->limit) ? max(1, min((int) $data->limit, 50)) : 20;
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return [
+            'query' => $query,
+            'matches' => $analyzer->findCaseFolder((string) $query, $limit),
+        ];
+    }
+
+    public function postActionSetCaseFolderPath(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        if (!$this->acl->checkScope('Case', 'edit')) {
+            throw new Forbidden('No edit access to Case.');
+        }
+
+        $data = $request->getParsedBody();
+        $caseId = $data->caseId ?? null;
+        $path = $data->path ?? null;
+
+        if (empty($caseId) || empty($path)) {
+            throw new BadRequest('caseId and path are required.');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return $analyzer->setCaseFolderPath((string) $caseId, (string) $path);
+    }
+
+    public function postActionGenerateFromTemplate(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $templateId = $data->templateId ?? null;
+        $caseId = $data->caseId ?? null;
+
+        if (empty($templateId)) {
+            throw new BadRequest('templateId is required.');
+        }
+        if (empty($caseId)) {
+            throw new BadRequest('caseId is required.');
+        }
+
+        $documentSubject = $data->documentSubject ?? null;
+        $customPlaceholders = (array) ($data->customPlaceholders ?? []);
+
+        $generator = $this->injectableFactory->create(GenericTemplateGenerator::class);
+
+        return $generator->generate($templateId, $caseId, $documentSubject, $customPlaceholders);
+    }
 }
@@ -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"
+        }
+    }
+}
@@ -1,10 +1,12 @@
 {
    "scopeNames": {
        "CaseMemory": "Case Memory",
+        "AssistantRule": "Assistant Rule",
        "SmartAssistant": "Smart Assistant"
    },
    "scopeNamesPlural": {
        "CaseMemory": "Case Memories",
+        "AssistantRule": "Assistant Rules",
        "SmartAssistant": "Smart Assistant"
    }
 }
@@ -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",
@@ -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"
+        }
+    }
+}
@@ -1,10 +1,12 @@
 {
    "scopeNames": {
        "CaseMemory": "זיכרון תיק",
+        "AssistantRule": "כלל התנהגות",
        "SmartAssistant": "עוזר חכם"
    },
    "scopeNamesPlural": {
        "CaseMemory": "זיכרונות תיקים",
+        "AssistantRule": "כללי התנהגות",
        "SmartAssistant": "עוזר חכם"
    }
 }
@@ -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",
@@ -3,14 +3,14 @@
        "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 שירה...",
-        "Thinking": "חושב...",
+        "Thinking": "חושבת...",
        "Error": "שגיאה בתקשורת",
        "Back": "חזרה",
        "Chat with the assistant": "שוחח/י עם שירה",
@@ -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"
+    }
+}
@@ -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"]
+        }
+    }
+}
@@ -8,6 +8,10 @@
            "type": "varchar",
            "maxLength": 255
        },
+        "espocrmApiKey": {
+            "type": "varchar",
+            "maxLength": 255
+        },
        "maxMessagesPerHour": {
            "type": "int",
            "default": 30
@@ -23,6 +27,18 @@
        "upcomingHearingDays": {
            "type": "int",
            "default": 7
+        },
+        "maxDocumentChars": {
+            "type": "int",
+            "default": 100000
+        },
+        "agenticLoopEnabled": {
+            "type": "bool",
+            "default": true
+        },
+        "maxAgenticLoops": {
+            "type": "int",
+            "default": 3
        }
    },
    "allowUserAccess": false,
@@ -0,0 +1,11 @@
+[
+    {
+        "label": "Overview",
+        "rows": [
+            [{"name": "name"}, {"name": "scope"}],
+            [{"name": "isActive"}, false],
+            [{"name": "rule", "fullWidth": true}],
+            [{"name": "createdAt"}, {"name": "createdBy"}]
+        ]
+    }
+]
@@ -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}
+]
@@ -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
+}
@@ -86,5 +86,13 @@
            "controller": "SmartAssistant",
            "action": "saveMemory"
        }
+    },
+    {
+        "route": "/SmartAssistant/action/executeTool",
+        "method": "post",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "executeTool"
+        }
    }
 ]
@@ -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 +41,24 @@ 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),
+            'delete_meeting' => $this->deleteMeeting($params),
+            'delete_call' => $this->deleteCall($params),
+            'delete_task' => $this->deleteTask($params),
+            'delete_note' => $this->deleteNote($params),
            'schedule_hearing' => $this->scheduleHearing($params, $caseId, $userId),
            'list_documents' => $this->listDocuments($caseId),
            'analyze_document' => $this->analyzeDocument($params, $caseId),
+            'read_document' => $this->readDocument($params, $caseId),
+            'read_multiple_documents' => $this->readMultipleDocuments($params, $caseId),
            'rename_document' => $this->renameDocument($params),
+            'batch_rename_documents' => $this->batchRenameDocuments($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 +89,76 @@ 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 +182,137 @@ 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 deleteMeeting(array $params): array
+    {
+        $entityId = $params['entityId'] ?? null;
+        if (!$entityId) {
+            throw new Error('entityId parameter is required.');
+        }
+
+        $entity = $this->entityManager->getEntityById('Meeting', $entityId);
+        if (!$entity) {
+            throw new NotFound("Meeting {$entityId} not found.");
+        }
+
+        $name = $entity->get('name') ?? '';
+        $this->entityManager->removeEntity($entity);
+
+        return [
+            'success' => true,
+            'message' => "✅ פגישה \"{$name}\" נמחקה בהצלחה",
+            'entityType' => 'Meeting',
+            'entityId' => $entityId,
+        ];
+    }
+
+    private function deleteCall(array $params): array
+    {
+        $entityId = $params['entityId'] ?? null;
+        if (!$entityId) {
+            throw new Error('entityId parameter is required.');
+        }
+
+        $entity = $this->entityManager->getEntityById('Call', $entityId);
+        if (!$entity) {
+            throw new NotFound("Call {$entityId} not found.");
+        }
+
+        $name = $entity->get('name') ?? '';
+        $this->entityManager->removeEntity($entity);
+
+        return [
+            'success' => true,
+            'message' => "✅ שיחה \"{$name}\" נמחקה בהצלחה",
+            'entityType' => 'Call',
+            'entityId' => $entityId,
+        ];
+    }
+
+    private function deleteNote(array $params): array
+    {
+        $entityId = $params['entityId'] ?? null;
+        if (!$entityId) {
+            throw new Error('entityId parameter is required.');
+        }
+
+        $entity = $this->entityManager->getEntityById('Note', $entityId);
+        if (!$entity) {
+            throw new NotFound("Note {$entityId} not found.");
+        }
+
+        $this->entityManager->removeEntity($entity);
+
+        return [
+            'success' => true,
+            'message' => '✅ הערה נמחקה בהצלחה',
+            'entityType' => 'Note',
+            'entityId' => $entityId,
+        ];
+    }
+
+    private function deleteTask(array $params): array
+    {
+        $entityId = $params['entityId'] ?? null;
+        if (!$entityId) {
+            throw new Error('entityId parameter is required.');
+        }
+
+        $entity = $this->entityManager->getEntityById('Task', $entityId);
+        if (!$entity) {
+            throw new NotFound("Task {$entityId} not found.");
+        }
+
+        $name = $entity->get('name') ?? '';
+        $this->entityManager->removeEntity($entity);
+
+        return [
+            'success' => true,
+            'message' => "✅ משימה \"{$name}\" נמחקה בהצלחה",
+            'entityType' => 'Task',
+            'entityId' => $entityId,
+        ];
    }

    private function scheduleHearing(array $params, ?string $caseId, string $userId): array
@@ -202,6 +386,65 @@ class ActionExecutor
        return ['success' => true, 'message' => implode("\n", $lines), 'data' => ['filePath' => $filePath, 'hasTextContent' => $text !== null]];
    }

+    private function readDocument(array $params, ?string $caseId): array
+    {
+        $filePath = $params['filePath'] ?? null;
+        if (!$filePath) throw new Error('filePath parameter is required.');
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $text = $analyzer->extractFullText($filePath);
+        $fileName = basename($filePath);
+
+        if ($text === null) {
+            return ['success' => false, 'message' => "לא ניתן לחלץ טקסט מ-\"{$fileName}\""];
+        }
+
+        return [
+            'success' => true,
+            'message' => $text,
+            'data' => [
+                'filePath' => $filePath,
+                'fileName' => $fileName,
+                'charCount' => mb_strlen($text),
+            ],
+        ];
+    }
+
+    private function readMultipleDocuments(array $params, ?string $caseId): array
+    {
+        $filePaths = $params['filePaths'] ?? [];
+        if (empty($filePaths)) throw new Error('filePaths parameter is required (array of file paths).');
+
+        $maxPerFile = $params['maxCharsPerFile'] ?? 50000;
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $results = $analyzer->extractMultipleDocuments($filePaths, $maxPerFile);
+
+        $lines = [];
+        $successCount = 0;
+
+        foreach ($results as $r) {
+            $lines[] = "=== {$r['fileName']} ===";
+            if (!empty($r['error'])) {
+                $lines[] = "שגיאה: {$r['error']}";
+            } elseif ($r['text'] === null) {
+                $lines[] = "לא ניתן לחלץ טקסט";
+            } else {
+                $lines[] = $r['text'];
+                $successCount++;
+            }
+            $lines[] = '';
+        }
+
+        return [
+            'success' => true,
+            'message' => implode("\n", $lines),
+            'data' => [
+                'totalFiles' => count($filePaths),
+                'successCount' => $successCount,
+            ],
+        ];
+    }
+
    private function renameDocument(array $params): array
    {
        $sourcePath = $params['sourcePath'] ?? null;
@@ -214,6 +457,130 @@ class ActionExecutor
        return ['success' => true, 'message' => "המסמך שונה מ-\"{$result['oldName']}\" ל-\"{$result['newName']}\"", 'data' => $result];
    }

+    private function batchRenameDocuments(array $params): array
+    {
+        $renames = $params['renames'] ?? [];
+        if (empty($renames)) throw new Error('renames parameter is required (array of {sourcePath, newName}).');
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $results = [];
+        $successCount = 0;
+
+        foreach ($renames as $rename) {
+            $sourcePath = $rename['sourcePath'] ?? null;
+            $newName = $rename['newName'] ?? null;
+
+            if (!$sourcePath || !$newName) {
+                $results[] = "שגיאה: חסר sourcePath או newName";
+                continue;
+            }
+
+            try {
+                $result = $analyzer->renameDocument($sourcePath, $newName);
+                $results[] = "\"{$result['oldName']}\" → \"{$result['newName']}\"";
+                $successCount++;
+            } catch (\Exception $e) {
+                $results[] = "שגיאה בשינוי שם \"" . basename($sourcePath) . "\": " . $e->getMessage();
+            }
+        }
+
+        $msg = "שינוי שמות: {$successCount}/" . count($renames) . " הצליחו\n" . implode("\n", $results);
+        return ['success' => true, 'message' => $msg];
+    }
+
+    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 || $value === '') return null;
@@ -228,4 +595,23 @@ class ActionExecutor
        if ($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);
+    }
 }
@@ -46,7 +46,7 @@ class AlertCalculator
            ->where(['status!=' => self::CLOSED_STATUSES, 'deleted' => false])->count();

        $totalOverdueTasks = $this->entityManager->getRDBRepository('Task')
-            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd<' => $today, 'dateEnd!=' => null, 'deleted' => false, 'parentType' => 'Case'])->count();
+            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd<' => $today, 'dateEnd!=' => null, 'deleted' => false, 'parentType' => ['Case', 'Contact']])->count();

        $upcomingHearings = $this->entityManager->getRDBRepository('Case')
            ->where(['cNextHearing>=' => $today, 'cNextHearing<=' => $weekEnd, 'status!=' => self::CLOSED_STATUSES, 'deleted' => false])->count();
@@ -106,7 +106,7 @@ class AlertCalculator

        $tasks = $this->entityManager->getRDBRepository('Task')
            ->select(['id', 'name', 'dateEnd', 'status', 'parentId', 'parentType', 'parentName', 'assignedUserName'])
-            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd<' => $today, 'dateEnd!=' => null, 'deleted' => false, 'parentType' => 'Case'])
+            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd<' => $today, 'dateEnd!=' => null, 'deleted' => false, 'parentType' => ['Case', 'Contact']])
            ->order('dateEnd', 'ASC')->limit(0, 50)->find();

        foreach ($tasks as $task) {
@@ -132,7 +132,7 @@ class AlertCalculator
        $recentTaskThreshold = date('Y-m-d H:i:s', strtotime('-7 days'));

        $cases = $this->entityManager->getRDBRepository('Case')
-            ->select(['id', 'name', 'cNextHearing', 'assignedUserName', 'cLastActivityAt'])
+            ->select(['id', 'name', 'cNextHearing', 'assignedUserName', 'cLastActivityAt', 'contactId'])
            ->where(['cNextHearing>=' => $today, 'cNextHearing<=' => $threshold, 'status!=' => self::CLOSED_STATUSES, 'deleted' => false])
            ->order('cNextHearing', 'ASC')->find();

@@ -140,13 +140,7 @@ class AlertCalculator
            $lastActivity = $case->get('cLastActivityAt');
            if ($lastActivity && $lastActivity >= $recentActivityThreshold) continue;

-            $openTaskCount = $this->entityManager->getRDBRepository('Task')
-                ->where(['parentId' => $case->get('id'), 'parentType' => 'Case', 'status!=' => ['Completed', 'Canceled', 'Deferred'], 'deleted' => false])->count();
-            if ($openTaskCount > 0) continue;
-
-            $recentCompleted = $this->entityManager->getRDBRepository('Task')
-                ->where(['parentId' => $case->get('id'), 'parentType' => 'Case', 'status' => 'Completed', 'modifiedAt>=' => $recentTaskThreshold, 'deleted' => false])->count();
-            if ($recentCompleted > 0) continue;
+            if ($this->caseHasPreparation($case, $recentTaskThreshold)) continue;

            $daysUntil = (new \DateTime())->diff(new \DateTime($case->get('cNextHearing')))->days;
            $severity = ($daysUntil <= 1) ? 'critical' : 'warning';
@@ -162,6 +156,104 @@ class AlertCalculator
        return $alerts;
    }

+    /**
+     * Check if a case has any evidence of hearing preparation:
+     * 1. Tasks linked directly to the case (parentType='Case')
+     * 2. Tasks linked to the case's contacts (parentType='Contact')
+     * 3. Tasks linked through NhActivity records for this case
+     */
+    private function caseHasPreparation(\Espo\ORM\Entity $case, string $recentTaskThreshold): bool
+    {
+        $caseId = $case->get('id');
+
+        // Collect all parentId+parentType pairs that relate to this case
+        $parentConditions = [
+            ['parentType' => 'Case', 'parentId' => $caseId],
+        ];
+
+        // Also check tasks linked to the case's contacts
+        $contactIds = $this->getCaseContactIds($case);
+        if (!empty($contactIds)) {
+            $parentConditions[] = ['parentType' => 'Contact', 'parentId' => $contactIds];
+        }
+
+        // Check 1: Any open tasks linked to the case or its contacts
+        $openTaskCount = $this->entityManager->getRDBRepository('Task')
+            ->where([
+                'OR' => $parentConditions,
+                'status!=' => ['Completed', 'Canceled', 'Deferred'],
+                'deleted' => false,
+            ])->count();
+        if ($openTaskCount > 0) return true;
+
+        // Check 2: Any recently completed tasks linked to the case or its contacts
+        $recentCompleted = $this->entityManager->getRDBRepository('Task')
+            ->where([
+                'OR' => $parentConditions,
+                'status' => 'Completed',
+                'modifiedAt>=' => $recentTaskThreshold,
+                'deleted' => false,
+            ])->count();
+        if ($recentCompleted > 0) return true;
+
+        // Check 3: Tasks linked through NhActivity records for this case
+        $nhActivityTaskCount = $this->entityManager->getRDBRepository('NhActivity')
+            ->where([
+                'caseId' => $caseId,
+                'taskId!=' => null,
+                'deleted' => false,
+            ])->count();
+
+        if ($nhActivityTaskCount > 0) {
+            $nhActivities = $this->entityManager->getRDBRepository('NhActivity')
+                ->select(['taskId'])
+                ->where([
+                    'caseId' => $caseId,
+                    'taskId!=' => null,
+                    'deleted' => false,
+                ])->find();
+
+            $taskIds = [];
+            foreach ($nhActivities as $nha) {
+                $taskIds[] = $nha->get('taskId');
+            }
+
+            $activeNhTasks = $this->entityManager->getRDBRepository('Task')
+                ->where([
+                    'id' => $taskIds,
+                    'status!=' => ['Canceled'],
+                    'deleted' => false,
+                ])->count();
+            if ($activeNhTasks > 0) return true;
+        }
+
+        return false;
+    }
+
+    private function getCaseContactIds(\Espo\ORM\Entity $case): array
+    {
+        $contactIds = [];
+
+        $primaryContactId = $case->get('contactId');
+        if ($primaryContactId) {
+            $contactIds[] = $primaryContactId;
+        }
+
+        $contacts = $this->entityManager->getRDBRepository('Case')
+            ->getRelation($case, 'contacts')
+            ->select(['id'])
+            ->find();
+
+        foreach ($contacts as $contact) {
+            $id = $contact->get('id');
+            if (!in_array($id, $contactIds)) {
+                $contactIds[] = $id;
+            }
+        }
+
+        return $contactIds;
+    }
+
    private function findUnassignedNewCases(): array
    {
        $alerts = [];
@@ -191,7 +283,7 @@ class AlertCalculator

        $tasks = $this->entityManager->getRDBRepository('Task')
            ->select(['id', 'name', 'dateEnd', 'parentId', 'parentType', 'parentName', 'assignedUserName'])
-            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd>=' => $today, 'dateEnd<=' => $threshold, 'deleted' => false, 'parentType' => 'Case'])
+            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd>=' => $today, 'dateEnd<=' => $threshold, 'deleted' => false, 'parentType' => ['Case', 'Contact']])
            ->order('dateEnd', 'ASC')->limit(0, 30)->find();

        foreach ($tasks as $task) {
@@ -237,7 +329,7 @@ class AlertCalculator

        foreach (array_keys($userCounts) as $uid) {
            $userCounts[$uid]['openTasks'] = $this->entityManager->getRDBRepository('Task')
-                ->where(['assignedUserId' => $uid, 'status!=' => ['Completed', 'Canceled', 'Deferred'], 'deleted' => false, 'parentType' => 'Case'])->count();
+                ->where(['assignedUserId' => $uid, 'status!=' => ['Completed', 'Canceled', 'Deferred'], 'deleted' => false, 'parentType' => ['Case', 'Contact']])->count();
        }

        return array_values($userCounts);
@@ -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;
+    }
+}
@@ -29,9 +29,11 @@ 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),
+            'signatureRequests' => $this->getSignatureRequests($caseId),
            'currentUser' => $this->getUserData($userId),
            'validStatuses' => ActionExecutor::VALID_STATUSES,
        ];
@@ -81,9 +83,18 @@ class CaseContextBuilder

    private function getOpenTasks(string $caseId): array
    {
+        $parentConditions = [
+            ['parentType' => 'Case', 'parentId' => $caseId],
+        ];
+
+        $contactIds = $this->getCaseContactIds($caseId);
+        if (!empty($contactIds)) {
+            $parentConditions[] = ['parentType' => 'Contact', 'parentId' => $contactIds];
+        }
+
        $tasks = [];
        $collection = $this->entityManager->getRDBRepository('Task')
-            ->where(['parentType' => 'Case', 'parentId' => $caseId, 'status!=' => ['Completed', 'Canceled']])
+            ->where(['OR' => $parentConditions, 'status!=' => ['Completed', 'Canceled']])
            ->order('dateEnd', 'ASC')->limit(0, 10)->find();

        foreach ($collection as $t) {
@@ -96,6 +107,32 @@ class CaseContextBuilder
        return $tasks;
    }

+    private function getCaseContactIds(string $caseId): array
+    {
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) return [];
+
+        $contactIds = [];
+        $primaryContactId = $case->get('contactId');
+        if ($primaryContactId) {
+            $contactIds[] = $primaryContactId;
+        }
+
+        $contacts = $this->entityManager->getRDBRepository('Case')
+            ->getRelation($case, 'contacts')
+            ->select(['id'])
+            ->find();
+
+        foreach ($contacts as $contact) {
+            $id = $contact->get('id');
+            if (!in_array($id, $contactIds)) {
+                $contactIds[] = $id;
+            }
+        }
+
+        return $contactIds;
+    }
+
    private function getUpcomingMeetings(string $caseId): array
    {
        $meetings = [];
@@ -113,6 +150,24 @@ 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 = [];
@@ -148,13 +203,51 @@ class CaseContextBuilder
        return ['id' => $user->get('id'), 'name' => $user->get('name')];
    }

+    private function getSignatureRequests(string $caseId): array
+    {
+        try {
+            $collection = $this->entityManager->getRDBRepository('SignatureRequest')
+                ->where([
+                    'caseId' => $caseId,
+                    'status!=' => ['Completed', 'Voided'],
+                ])
+                ->order('createdAt', 'DESC')
+                ->limit(0, 10)
+                ->find();
+
+            $requests = [];
+
+            foreach ($collection as $sr) {
+                $requests[] = [
+                    'id' => $sr->get('id'),
+                    'name' => $sr->get('name'),
+                    'status' => $sr->get('status'),
+                    'sentAt' => $sr->get('sentAt'),
+                ];
+            }
+
+            return $requests;
+        } catch (\Exception $e) {
+            // SignatureRequest entity might not exist if DigitalSignature not installed
+            return [];
+        }
+    }
+
    private function getDocumentListing(string $caseId): array
    {
        try {
            $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
            $result = $analyzer->listDocumentsRecursive($caseId);

-            $simplified = ['totalFiles' => $result['totalFiles'], 'folders' => [], 'rootFiles' => []];
+            $simplified = [
+                'totalFiles' => $result['totalFiles'],
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => $result['resolvedPath'] ?? null,
+                'pathSource' => $result['pathSource'] ?? null,
+                'folderExists' => $result['folderExists'] ?? null,
+                'diagnostic' => $result['reason'] ?? null,
+            ];

            foreach ($result['folders'] as $folder) {
                $files = [];
@@ -55,8 +55,7 @@ class ConversationRepository
            if (!$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; }
        }
@@ -6,18 +6,19 @@ 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
 {
-    private const MAX_TEXT_LENGTH = 2000;
+    private const DEFAULT_MAX_TEXT_LENGTH = 100000;
    private const MAX_FILE_SIZE = 10 * 1024 * 1024;
    private const TMP_DIR = 'data/tmp/assistant-docs';

    private EntityManager $entityManager;
    private InjectableFactory $injectableFactory;
    private Log $log;
+    private ?int $maxTextLength = null;

    private const CATEGORY_PATTERNS = [
        'כתבי_טענות' => ['כתב_תביעה', 'כתב תביעה', 'כתב_הגנה', 'כתב הגנה', 'סיכומים', 'תביעה', 'הגנה', 'כתב_ערעור', 'כתב ערעור', 'בקשה', 'תגובה', 'תשובה'],
@@ -40,20 +41,78 @@ class DocumentAnalyzer

    public function listDocumentsRecursive(string $caseId): array
    {
-        $casePath = $this->getCaseFolderPath($caseId);
-        if (!$casePath) return ['casePath' => null, 'totalFiles' => 0, 'folders' => [], 'rootFiles' => []];
+        $description = $this->describeCaseFolderPath($caseId);
+        $casePath = $description['path'];
+
+        if (!$casePath) {
+            return [
+                'casePath' => null,
+                'totalFiles' => 0,
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => null,
+                'pathSource' => $description['source'],
+                'folderExists' => false,
+                'reason' => $description['error'] ?? 'Case has no networkStorageFolderPath and no default could be computed.',
+            ];
+        }
+
+        $client = $this->getStorageClient();
+
+        try {
+            $folderExists = $client->exists($casePath);
+        } catch (\Exception $e) {
+            return [
+                'casePath' => $casePath,
+                'totalFiles' => 0,
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => $casePath,
+                'pathSource' => $description['source'],
+                'folderExists' => false,
+                'reason' => "Storage client failed while checking '{$casePath}': " . $e->getMessage(),
+            ];
+        }
+
+        if (!$folderExists) {
+            return [
+                'casePath' => $casePath,
+                'totalFiles' => 0,
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => $casePath,
+                'pathSource' => $description['source'],
+                'folderExists' => false,
+                'reason' => "Folder '{$casePath}' (source: {$description['source']}) does not exist on storage.",
+            ];
+        }
+
+        try {
+            $topLevel = $client->listFolder($casePath);
+        } catch (\Exception $e) {
+            return [
+                'casePath' => $casePath,
+                'totalFiles' => 0,
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => $casePath,
+                'pathSource' => $description['source'],
+                'folderExists' => true,
+                'reason' => "Failed to list folder '{$casePath}': " . $e->getMessage(),
+            ];
+        }

-        $storage = $this->getStorage();
-        $topLevel = $storage->listFolder($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++;
                        }
                    }
@@ -62,27 +121,38 @@ 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++;
            }
        }

-        return ['casePath' => $casePath, 'totalFiles' => $totalFiles, 'folders' => $folders, 'rootFiles' => $rootFiles];
+        return [
+            'casePath' => $casePath,
+            'totalFiles' => $totalFiles,
+            'folders' => $folders,
+            'rootFiles' => $rootFiles,
+            'resolvedPath' => $casePath,
+            'pathSource' => $description['source'],
+            'folderExists' => true,
+            'reason' => $totalFiles === 0 ? "Folder '{$casePath}' exists but is empty." : null,
+        ];
    }

    public function extractTextContent(string $filePath): ?string
    {
-        $storage = $this->getStorage();
-        $parentPath = dirname($filePath);
+        $maxLen = $this->getMaxTextLength();
+        $text = $this->extractFullText($filePath, $maxLen);
+        return $text;
+    }
+
+    public function extractFullText(string $filePath, ?int $maxLength = null): ?string
+    {
+        $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;
@@ -101,13 +171,125 @@ class DocumentAnalyzer

        if (file_exists($tmpFile)) unlink($tmpFile);
        if ($text === null) return null;
-        if (mb_strlen($text) > self::MAX_TEXT_LENGTH) $text = mb_substr($text, 0, self::MAX_TEXT_LENGTH) . '...';
-        return trim($text);
+
+        $text = trim($text);
+        if ($maxLength !== null && mb_strlen($text) > $maxLength) {
+            $text = mb_substr($text, 0, $maxLength) . '...';
+        }
+
+        return $text;
+    }
+
+    /**
+     * Fetch raw file bytes + metadata for OCR/vision fallback.
+     *
+     * @return array{success: bool, fileName: string, mimeType: string, sizeBytes: int, base64: ?string, error: ?string}
+     */
+    public function getDocumentBytes(string $filePath): array
+    {
+        $fileName = basename($filePath);
+        $client = $this->getStorageClient();
+
+        try {
+            $content = $client->downloadFile($filePath);
+        } catch (\Exception $e) {
+            return [
+                'success' => false,
+                'fileName' => $fileName,
+                'mimeType' => '',
+                'sizeBytes' => 0,
+                'base64' => null,
+                'error' => 'Failed to download: ' . $e->getMessage(),
+            ];
+        }
+
+        $sizeBytes = strlen($content);
+        if ($sizeBytes > self::MAX_FILE_SIZE) {
+            return [
+                'success' => false,
+                'fileName' => $fileName,
+                'mimeType' => '',
+                'sizeBytes' => $sizeBytes,
+                'base64' => null,
+                'error' => 'File too large (max 10MB).',
+            ];
+        }
+
+        $mimeType = $this->guessMimeType($fileName, $content);
+
+        return [
+            'success' => true,
+            'fileName' => $fileName,
+            'mimeType' => $mimeType,
+            'sizeBytes' => $sizeBytes,
+            'base64' => base64_encode($content),
+            'error' => null,
+        ];
+    }
+
+    private function guessMimeType(string $fileName, string $content): string
+    {
+        $ext = strtolower(pathinfo($fileName, PATHINFO_EXTENSION));
+        $map = [
+            'pdf' => 'application/pdf',
+            'docx' => 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
+            'doc' => 'application/msword',
+            'txt' => 'text/plain',
+            'csv' => 'text/csv',
+            'log' => 'text/plain',
+            'png' => 'image/png',
+            'jpg' => 'image/jpeg',
+            'jpeg' => 'image/jpeg',
+            'gif' => 'image/gif',
+            'bmp' => 'image/bmp',
+            'tiff' => 'image/tiff',
+            'tif' => 'image/tiff',
+            'webp' => 'image/webp',
+        ];
+        if (isset($map[$ext])) {
+            return $map[$ext];
+        }
+        // Fallback: finfo
+        if (function_exists('finfo_buffer')) {
+            $finfo = finfo_open(FILEINFO_MIME_TYPE);
+            $mime = finfo_buffer($finfo, $content);
+            finfo_close($finfo);
+            if ($mime) return $mime;
+        }
+        return 'application/octet-stream';
+    }
+
+    public function extractMultipleDocuments(array $filePaths, int $maxPerFile = 50000): array
+    {
+        $results = [];
+
+        foreach ($filePaths as $filePath) {
+            $fileName = basename($filePath);
+            try {
+                $text = $this->extractFullText($filePath, $maxPerFile);
+                $results[] = [
+                    'path' => $filePath,
+                    'fileName' => $fileName,
+                    'text' => $text,
+                    'charCount' => $text !== null ? mb_strlen($text) : 0,
+                ];
+            } catch (\Exception $e) {
+                $results[] = [
+                    'path' => $filePath,
+                    'fileName' => $fileName,
+                    'text' => null,
+                    'charCount' => 0,
+                    'error' => $e->getMessage(),
+                ];
+            }
+        }
+
+        return $results;
    }

    public function renameDocument(string $sourcePath, string $newName): array
    {
-        $storage = $this->getStorage();
+        $client = $this->getStorageClient();
        $parentPath = dirname($sourcePath);
        $oldName = basename($sourcePath);

@@ -120,21 +302,223 @@ 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();
+        return $this->describeCaseFolderPath($caseId)['path'];
+    }
+
+    /**
+     * Resolve the case folder path with diagnostic metadata.
+     *
+     * @return array{path: ?string, source: string, error: ?string, caseExists: bool}
+     *   source: 'stored' | 'computed' | 'none'
+     */
+    public function describeCaseFolderPath(string $caseId): array
+    {
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) {
+            return ['path' => null, 'source' => 'none', 'error' => "Case '{$caseId}' not found.", 'caseExists' => false];
+        }
+
+        $storedPath = $case->get('networkStorageFolderPath') ?: null;
+        if ($storedPath) {
+            return ['path' => $storedPath, 'source' => 'stored', 'error' => null, 'caseExists' => true];
+        }
+
+        try {
+            $nds = $this->getNetworkDocumentService();
+            $computed = $nds->getEntityFolderPath('Case', $caseId);
+            if ($computed) {
+                return ['path' => $computed, 'source' => 'computed', 'error' => null, 'caseExists' => true];
+            }
+            return ['path' => null, 'source' => 'none', 'error' => 'No stored path, and default path computation returned null.', 'caseExists' => true];
+        } catch (\Exception $e) {
+            $this->log->warning("SmartAssistant: Failed to compute case folder path: " . $e->getMessage());
+            return ['path' => null, 'source' => 'none', 'error' => $e->getMessage(), 'caseExists' => true];
+        }
+    }
+
+    /**
+     * List the immediate contents of an arbitrary folder path on network storage.
+     * Manual override for when auto-resolution of a case folder fails.
+     *
+     * @return array<int, array{name: string, path: string, type: string, size: ?int, mimeType: ?string, modified: ?string}>
+     */
+    public function browseFolder(string $path): array
+    {
+        $client = $this->getStorageClient();
+        $entries = [];
+        foreach ($client->listFolder($path) as $item) {
+            $isFolder = ($item['type'] ?? null) === 'folder' || !empty($item['isFolder']);
+            $entries[] = [
+                'name' => $item['name'] ?? '',
+                'path' => $item['path'] ?? '',
+                'type' => $isFolder ? 'folder' : 'file',
+                'size' => $item['size'] ?? null,
+                'mimeType' => $item['mimeType'] ?? null,
+                'modified' => $item['modified'] ?? null,
+            ];
+        }
+        return $entries;
+    }
+
+    /**
+     * Search the storage for folders matching a query (case-insensitive substring).
+     * Scans root and one level deep. Returns sorted matches.
+     *
+     * @return array<int, array{path: string, name: string, level: int, score: int}>
+     */
+    public function findCaseFolder(string $query, int $limit = 20): array
+    {
+        $normalized = trim($query);
+        if ($normalized === '') return [];
+
+        $client = $this->getStorageClient();
+        $needle = mb_strtolower($normalized);
+        $matches = [];
+
+        try {
+            $roots = $client->listFolder('');
+        } catch (\Exception $e) {
+            $this->log->warning("SmartAssistant: findCaseFolder root listing failed: " . $e->getMessage());
+            return [];
+        }
+
+        foreach ($roots as $item) {
+            $isFolder = ($item['type'] ?? null) === 'folder' || !empty($item['isFolder']);
+            if (!$isFolder) continue;
+
+            $name = (string) ($item['name'] ?? '');
+            $path = (string) ($item['path'] ?? $name);
+
+            $score = $this->fuzzyScore($name, $needle);
+            if ($score > 0) {
+                $matches[] = ['path' => $path, 'name' => $name, 'level' => 0, 'score' => $score];
+            }
+
+            // One level deeper, but only inspect folder names — don't list files to keep it cheap.
+            try {
+                foreach ($client->listFolder($path) as $sub) {
+                    $subIsFolder = ($sub['type'] ?? null) === 'folder' || !empty($sub['isFolder']);
+                    if (!$subIsFolder) continue;
+                    $subName = (string) ($sub['name'] ?? '');
+                    $subPath = (string) ($sub['path'] ?? ($path . '/' . $subName));
+                    $subScore = $this->fuzzyScore($subName, $needle);
+                    if ($subScore > 0) {
+                        $matches[] = ['path' => $subPath, 'name' => $subName, 'level' => 1, 'score' => $subScore];
+                    }
+                }
+            } catch (\Exception $e) {
+                // Non-fatal: skip unreadable subfolders silently.
+            }
+        }
+
+        usort($matches, fn($a, $b) => $b['score'] <=> $a['score']);
+        return array_slice($matches, 0, $limit);
+    }
+
+    /**
+     * Persist the resolved folder path on the Case so future calls skip discovery.
+     */
+    public function setCaseFolderPath(string $caseId, string $path): array
+    {
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) {
+            throw new Error("Case '{$caseId}' not found.");
+        }
+
+        $client = $this->getStorageClient();
+        if (!$client->exists($path)) {
+            throw new Error("Path '{$path}' does not exist on storage.");
+        }
+
+        $case->set('networkStorageFolderPath', $path);
+        $this->entityManager->saveEntity($case);
+
+        return ['success' => true, 'caseId' => $caseId, 'path' => $path];
+    }
+
+    private function fuzzyScore(string $haystack, string $needleLower): int
+    {
+        $hay = mb_strtolower($haystack);
+        if ($hay === $needleLower) return 100;
+        if (mb_strpos($hay, $needleLower) !== false) return 80;
+
+        // Token overlap (whitespace/dash/underscore).
+        $hayTokens = preg_split('/[\s\-_]+/u', $hay) ?: [];
+        $needleTokens = preg_split('/[\s\-_]+/u', $needleLower) ?: [];
+        $hits = 0;
+        foreach ($needleTokens as $nt) {
+            if ($nt === '') continue;
+            foreach ($hayTokens as $ht) {
+                if ($ht !== '' && mb_strpos($ht, $nt) !== false) { $hits++; break; }
+            }
+        }
+        return $hits > 0 ? 40 + $hits * 5 : 0;
+    }
+
+    private function getMaxTextLength(): int
+    {
+        if ($this->maxTextLength !== null) {
+            return $this->maxTextLength;
+        }
+
+        try {
+            $integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
+            if ($integration && $integration->get('enabled')) {
+                $data = (array) ($integration->get('data') ?? []);
+                $this->maxTextLength = (int) ($data['maxDocumentChars'] ?? self::DEFAULT_MAX_TEXT_LENGTH);
+                return $this->maxTextLength;
+            }
+        } catch (\Exception $e) {
+            // Ignore
+        }
+
+        $this->maxTextLength = self::DEFAULT_MAX_TEXT_LENGTH;
+        return $this->maxTextLength;
+    }
+
+    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 +552,10 @@ 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) {}
@@ -0,0 +1,213 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Utils\Log;
+use Espo\ORM\EntityManager;
+use Espo\Entities\User;
+use Espo\Modules\NetworkStorageIntegration\Services\DocumentTemplateService;
+use Espo\Modules\NetworkStorageIntegration\Services\NetworkDocumentService;
+use PhpOffice\PhpWord\TemplateProcessor;
+
+class GenericTemplateGenerator
+{
+    private const TEMP_DIR = 'data/tmp/';
+
+    public function __construct(
+        private EntityManager $entityManager,
+        private InjectableFactory $injectableFactory,
+        private Log $log,
+        private User $user
+    ) {}
+
+    public function generate(string $templateId, string $caseId, ?string $documentSubject = null, array $customPlaceholders = []): array
+    {
+        $template = $this->entityManager->getEntityById('DocumentTemplate', $templateId);
+        if (!$template) {
+            throw new NotFound("Template {$templateId} not found.");
+        }
+
+        if (!$template->get('isActive')) {
+            throw new Error("Template is not active.");
+        }
+
+        $templatePath = $template->get('templatePath');
+        if (!$templatePath) {
+            throw new Error("Template path is not configured.");
+        }
+
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) {
+            throw new NotFound("Case {$caseId} not found.");
+        }
+
+        $templateName = $template->get('name') ?? 'document';
+
+        // Step 1: Download template from WebDAV
+        $localTemplatePath = $this->downloadTemplate($templatePath);
+
+        try {
+            // Step 2: Build placeholder data from entity fields
+            $templateService = $this->injectableFactory->create(DocumentTemplateService::class);
+            $placeholderData = $templateService->buildPlaceholderData($case);
+
+            // Step 3: Merge custom placeholders (override entity data)
+            foreach ($customPlaceholders as $key => $value) {
+                $placeholderData[$key] = $value;
+            }
+
+            // Step 4: Process template
+            $outputPath = self::TEMP_DIR . uniqid('gen_') . '.docx';
+            if (!is_dir(self::TEMP_DIR)) {
+                mkdir(self::TEMP_DIR, 0775, true);
+            }
+
+            $this->processTemplate($localTemplatePath, $outputPath, $placeholderData);
+
+            // Step 5: Read generated content
+            $content = file_get_contents($outputPath);
+            @unlink($outputPath);
+            @unlink($localTemplatePath);
+
+            // Step 6: Build document name
+            $contactName = $this->getContactName($case);
+            $docName = $documentSubject ?? "{$templateName} — {$contactName}";
+
+            // Step 7: Create Attachment + Document
+            $attachment = $this->entityManager->getNewEntity('Attachment');
+            $attachment->set([
+                'name' => $docName . '.docx',
+                'type' => 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
+                'role' => 'Attachment',
+                'size' => strlen($content),
+                'relatedType' => 'Document',
+            ]);
+            $this->entityManager->saveEntity($attachment);
+            file_put_contents('data/upload/' . $attachment->getId(), $content);
+
+            $document = $this->entityManager->getNewEntity('Document');
+            $document->set([
+                'name' => $docName,
+                'fileId' => $attachment->getId(),
+                'fileName' => $docName . '.docx',
+                'assignedUserId' => $this->user->getId(),
+            ]);
+            $this->entityManager->saveEntity($document);
+
+            // Link to Case
+            $this->entityManager->getRDBRepository('Case')
+                ->getRelation($case, 'documents')
+                ->relate($document);
+
+            $this->log->info("GenericTemplateGenerator: Created '{$docName}' from template '{$templateName}' for Case {$caseId}");
+
+            return [
+                'success' => true,
+                'message' => "✅ מסמך \"{$docName}\" נוצר בהצלחה מתבנית \"{$templateName}\"\n📄 המסמך צורף לתיק.",
+                'entityType' => 'Document',
+                'entityId' => $document->getId(),
+            ];
+        } catch (\Exception $e) {
+            if (isset($localTemplatePath) && file_exists($localTemplatePath)) {
+                @unlink($localTemplatePath);
+            }
+            throw $e;
+        }
+    }
+
+    private function downloadTemplate(string $templatePath): string
+    {
+        // Try local paths first
+        if (file_exists($templatePath)) {
+            return $templatePath;
+        }
+
+        $localPath = 'data/document-templates/' . ltrim($templatePath, '/');
+        if (file_exists($localPath)) {
+            return $localPath;
+        }
+
+        // Download from NetworkStorage (WebDAV)
+        try {
+            $nds = $this->injectableFactory->create(NetworkDocumentService::class);
+            $client = $nds->getClient();
+
+            $integration = $this->entityManager->getEntityById('Integration', 'NetworkStorage');
+            $templatesFolderPath = 'Templates';
+            if ($integration && $integration->get('enabled')) {
+                $data = (array) ($integration->get('data') ?? []);
+                $templatesFolderPath = $data['templatesFolderPath'] ?? 'Templates';
+            }
+
+            $storagePath = $templatesFolderPath . '/' . $templatePath;
+
+            if (!$client->exists($storagePath)) {
+                throw new Error("Template file not found on storage: {$storagePath}");
+            }
+
+            $content = $client->downloadFile($storagePath);
+
+            if (!is_dir(self::TEMP_DIR)) {
+                mkdir(self::TEMP_DIR, 0775, true);
+            }
+            $tmpPath = self::TEMP_DIR . 'tpl_' . uniqid() . '.docx';
+            file_put_contents($tmpPath, $content);
+
+            return $tmpPath;
+        } catch (Error $e) {
+            throw $e;
+        } catch (\Exception $e) {
+            throw new Error("Failed to download template: " . $e->getMessage());
+        }
+    }
+
+    private function processTemplate(string $inputPath, string $outputPath, array $data): void
+    {
+        if (!class_exists(TemplateProcessor::class, false)) {
+            $autoloader = 'vendor/phpoffice/phpword/src/PhpWord/Autoloader.php';
+            if (file_exists($autoloader)) {
+                require_once $autoloader;
+                \PhpOffice\PhpWord\Autoloader::register();
+            }
+        }
+
+        $processor = new TemplateProcessor($inputPath);
+
+        foreach ($data as $key => $value) {
+            if ($value === null) {
+                $value = '';
+            }
+            if (is_array($value)) {
+                $value = implode(', ', $value);
+            } elseif (is_bool($value)) {
+                $value = $value ? 'כן' : 'לא';
+            }
+            $processor->setValue($key, (string) $value);
+        }
+
+        $processor->saveAs($outputPath);
+    }
+
+    private function getContactName($case): string
+    {
+        $contactId = $case->get('contactId');
+        if (!$contactId) {
+            $ids = $case->getLinkMultipleIdList('contacts');
+            if (!empty($ids)) {
+                $contactId = $ids[0];
+            }
+        }
+
+        if ($contactId) {
+            $contact = $this->entityManager->getEntityById('Contact', $contactId);
+            if ($contact) {
+                return trim($contact->get('firstName') . ' ' . $contact->get('lastName'));
+            }
+        }
+
+        return $case->get('name') ?? '';
+    }
+}
@@ -58,10 +58,18 @@ class OfficeContextBuilder
            $contacts[] = ['name' => $c->get('name'), 'phone' => $c->get('phoneNumber'), 'email' => $c->get('emailAddress')];
        }

+        $parentConditions = [
+            ['parentType' => 'Case', 'parentId' => $caseId],
+        ];
+        $contactIds = $this->getCaseContactIds($case);
+        if (!empty($contactIds)) {
+            $parentConditions[] = ['parentType' => 'Contact', 'parentId' => $contactIds];
+        }
+
        $tasks = [];
        foreach ($this->entityManager->getRDBRepository('Task')
            ->select(['id', 'name', 'status', 'dateEnd', 'assignedUserName'])
-            ->where(['parentId' => $caseId, 'parentType' => 'Case', 'status!=' => ['Completed', 'Canceled'], 'deleted' => false])
+            ->where(['OR' => $parentConditions, 'status!=' => ['Completed', 'Canceled'], 'deleted' => false])
            ->order('dateEnd', 'ASC')->limit(0, 20)->find() as $t) {
            $tasks[] = ['name' => $t->get('name'), 'status' => $t->get('status'), 'dateEnd' => $t->get('dateEnd'), 'assignedUser' => $t->get('assignedUserName')];
        }
@@ -76,4 +84,27 @@ class OfficeContextBuilder

        return ['case' => $caseData, 'contacts' => $contacts, 'openTasks' => $tasks, 'recentNotes' => $notes];
    }
+
+    private function getCaseContactIds(\Espo\ORM\Entity $case): array
+    {
+        $contactIds = [];
+        $primaryContactId = $case->get('contactId');
+        if ($primaryContactId) {
+            $contactIds[] = $primaryContactId;
+        }
+
+        $contacts = $this->entityManager->getRDBRepository('Case')
+            ->getRelation($case, 'contacts')
+            ->select(['id'])
+            ->find();
+
+        foreach ($contacts as $contact) {
+            $id = $contact->get('id');
+            if (!in_array($id, $contactIds)) {
+                $contactIds[] = $id;
+            }
+        }
+
+        return $contactIds;
+    }
 }
@@ -17,7 +17,18 @@ 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',
+        'read_document', 'read_multiple_documents', 'upload_document',
+        'generate_document', 'merge_documents', 'save_memory',
+        'batch_rename_documents',
+    ];
+
+    // Tools whose output is fed back to the AI for a follow-up webhook call
+    private const AGENTIC_TOOLS = ['analyze_document', 'read_document', 'read_multiple_documents', 'list_documents'];
+
+    private const DEFAULT_MAX_AGENTIC_LOOPS = 3;

    private EntityManager $entityManager;
    private InjectableFactory $injectableFactory;
@@ -70,6 +81,10 @@ 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_';
@@ -100,56 +115,32 @@ class SmartAssistantService
            // Ignore
        }

-        // Call webhook
-        $response = $this->callWebhook($message, $context, $conversationId, $conversationHistory, $mode);
-
-        // Process actions
-        $actions = $response['actions'] ?? [];
-        $responseText = $response['text'] ?? '';
-        $inlineResults = [];
-        $remainingActions = [];
-
-        foreach ($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();
-                }
-            } else {
-                $remainingActions[] = $action;
-            }
+        // 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'];
        }

-        if (!empty($inlineResults)) {
-            $responseText .= "\n\n" . implode("\n\n", $inlineResults);
-        }
-
-        // Store pending actions
-        if (!empty($remainingActions)) {
-            self::$conversations[$conversationId] = [
-                'caseId' => $caseId,
-                'userId' => $userId,
-                'actions' => $remainingActions,
+        // Execute tools with agentic loop — read tools feed results back to AI
+        try {
+            $loopResult = $this->executeActionsWithLoop(
+                $message, $context, $conversationId, $conversationHistory,
+                $mode, $effectiveCaseId, $userId
+            );
+        } catch (\Exception $e) {
+            $this->log->error("SmartAssistant: Chat failed: " . $e->getMessage());
+            $loopResult = [
+                'responseText' => "⚠️ אירעה שגיאה בתקשורת עם המערכת. אנא נסה שוב בעוד מספר דקות.\n\nפרטי השגיאה: " . $e->getMessage(),
+                'executedActions' => [],
            ];
-
-            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);
-            }
        }

+        $responseText = $loopResult['responseText'];
+        $executedActions = $loopResult['executedActions'];
+
        // 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: ' . $e->getMessage());
        }
@@ -158,17 +149,160 @@ class SmartAssistantService
        if ($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,
        ];
    }

+    private function executeActionsWithLoop(
+        string $message,
+        array $context,
+        string $conversationId,
+        array $conversationHistory,
+        string $mode,
+        ?string $effectiveCaseId,
+        string $userId
+    ): array {
+        $agenticEnabled = $this->getIntegrationSetting('agenticLoopEnabled', true);
+        $maxLoops = (int) $this->getIntegrationSetting('maxAgenticLoops', self::DEFAULT_MAX_AGENTIC_LOOPS);
+        $executor = $this->injectableFactory->create(ActionExecutor::class);
+
+        $loopCount = 0;
+        $allExecutedActions = [];
+        $currentHistory = $conversationHistory;
+        $finalResponseText = '';
+
+        while ($loopCount <= $maxLoops) {
+            // Call webhook (first call uses original message, subsequent calls use empty message)
+            $currentMessage = $loopCount === 0 ? $message : '';
+            $response = $this->callWebhook($currentMessage, $context, $conversationId, $currentHistory, $mode);
+
+            $actions = $response['actions'] ?? [];
+            $responseText = $response['text'] ?? '';
+
+            // If no actions, we're done
+            if (empty($actions)) {
+                $finalResponseText = $responseText;
+                break;
+            }
+
+            $agenticResults = [];
+            $inlineResults = [];
+
+            foreach ($actions as $action) {
+                $tool = $action['tool'] ?? '';
+                $actionCaseId = $effectiveCaseId;
+
+                if (!$actionCaseId && !empty($action['params']['caseId'])) {
+                    $actionCaseId = $action['params']['caseId'];
+                }
+
+                if (!$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);
+
+                    $allExecutedActions[] = [
+                        'tool' => $tool,
+                        'status' => 'executed',
+                        'entityType' => $result['entityType'] ?? null,
+                        'entityId' => $result['entityId'] ?? null,
+                    ];
+
+                    if ($actionCaseId) {
+                        $this->createStreamNote(self::NOTE_TYPE_ACTION, $result['message'] ?? 'פעולה בוצעה', $actionCaseId, [
+                            'conversationId' => $conversationId,
+                            'status' => 'executed',
+                            'entityType' => $result['entityType'] ?? null,
+                            'entityId' => $result['entityId'] ?? null,
+                        ]);
+                    }
+
+                    // Separate agentic tools (need re-invocation) from inline tools
+                    if ($agenticEnabled && in_array($tool, self::AGENTIC_TOOLS, true)) {
+                        $agenticResults[] = [
+                            'tool' => $tool,
+                            'params' => $action['params'] ?? [],
+                            'result' => $result['message'] ?? '',
+                        ];
+                    } else {
+                        if (!empty($result['message'])) {
+                            $inlineResults[] = $result['message'];
+                        }
+                    }
+                } catch (\Exception $e) {
+                    $this->log->warning("SmartAssistant: Execution of {$tool} failed: " . $e->getMessage());
+                    $inlineResults[] = "שגיאה בביצוע {$tool}: " . $e->getMessage();
+                }
+            }
+
+            // If no agentic results, we're done — return response with inline results
+            if (empty($agenticResults)) {
+                $finalResponseText = $responseText;
+                if (!empty($inlineResults)) {
+                    $finalResponseText .= "\n\n" . implode("\n\n", $inlineResults);
+                }
+                break;
+            }
+
+            // Feed agentic results back to AI for next iteration
+            $this->log->debug("SmartAssistant: Agentic loop iteration " . ($loopCount + 1) . " — " . count($agenticResults) . " tool results to feed back");
+
+            // Add the AI response to history
+            $currentHistory[] = ['role' => 'assistant', 'content' => $responseText];
+
+            // Add each tool result to history
+            foreach ($agenticResults as $ar) {
+                $currentHistory[] = [
+                    'role' => 'tool_result',
+                    'toolName' => $ar['tool'],
+                    'content' => $ar['result'],
+                ];
+            }
+
+            // Also append any inline results
+            if (!empty($inlineResults)) {
+                $currentHistory[] = [
+                    'role' => 'tool_result',
+                    'toolName' => '_inline_actions',
+                    'content' => implode("\n\n", $inlineResults),
+                ];
+            }
+
+            $loopCount++;
+        }
+
+        // Safety: if we exhausted the loop, use the last response
+        if ($loopCount > $maxLoops && empty($finalResponseText)) {
+            $finalResponseText = $response['text'] ?? 'הגעתי למגבלת הסיבובים. אנא נסה שוב.';
+        }
+
+        return [
+            'responseText' => $finalResponseText,
+            'executedActions' => $allExecutedActions,
+        ];
+    }
+
+    private function getIntegrationSetting(string $key, $default = null)
+    {
+        $integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
+        if ($integration && $integration->get('enabled')) {
+            $data = (array) ($integration->get('data') ?? []);
+            return $data[$key] ?? $default;
+        }
+        return $default;
+    }
+
    public function executeAction(string $conversationId, string $actionId, bool $approved): array
    {
        $conversation = $this->loadConversation($conversationId);
@@ -356,12 +490,19 @@ 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'];
@@ -377,7 +518,7 @@ class SmartAssistantService
            CURLOPT_POSTFIELDS => $payload,
            CURLOPT_RETURNTRANSFER => true,
            CURLOPT_HTTPHEADER => $headers,
-            CURLOPT_TIMEOUT => 120,
+            CURLOPT_TIMEOUT => 180,
            CURLOPT_CONNECTTIMEOUT => 10,
        ]);

@@ -441,6 +582,38 @@ class SmartAssistantService
        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
    {
        $integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
@@ -1,13 +1,13 @@
 {
    "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": "1.1.0",
+    "version": "2.8.0",
    "acceptableVersions": [
        ">=8.0.0"
    ],
-    "releaseDate": "2026-03-29",
+    "releaseDate": "2026-04-19",
    "php": [
        ">=8.1"
    ]
Author	SHA1	Message	Date
chaim	f400f2fec7	feat: add getDocumentBytes endpoint for OCR + SignatureRequest context - New POST /api/v1/SmartAssistant/action/getDocumentBytes returns {success, fileName, mimeType, sizeBytes, base64} for use by shira-hermes Claude Vision OCR fallback. - DocumentAnalyzer: new getDocumentBytes() method + guessMimeType helper. - CaseContextBuilder: expose signatureRequests in case context (for DigitalSignature integration — gracefully empty if entity absent). - README: sync version badge. - Version bump 2.7.3 → 2.8.0 (new public endpoint). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-19 11:45:05 +00:00
chaim	405ceb7684	fix(alerts): broaden task detection to include Contact-linked tasks Tasks with parentType='Contact' were invisible to AlertCalculator, CaseContextBuilder, and OfficeContextBuilder — all queries only checked parentType='Case'. This caused false "no preparation task" alerts in the daily standup even when preparation tasks existed. Broadens getSummary, findOverdueTasks, findUpcomingTasks, getWorkloadByUser to query parentType=['Case','Contact']. Adds caseHasPreparation() helper that checks Case tasks, Contact tasks, and NhActivity-linked tasks. Adds getCaseContactIds() to CaseContextBuilder and OfficeContextBuilder. Refs Task Master #1 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-14 06:07:04 +00:00
chaim	2569003f33	fix: broaden task detection to include Contact-linked tasks Tasks created with parentType='Contact' (e.g. preparation calls linked to a case's contact) were invisible to AlertCalculator, CaseContextBuilder, and OfficeContextBuilder — all of which only queried parentType='Case'. This caused false "no preparation task" alerts in Shira's daily standup even when preparation tasks existed, because they were linked to the case's Contact instead of the Case entity directly. Changes: - AlertCalculator: getSummary, findOverdueTasks, findUpcomingTasks, getWorkloadByUser now query parentType=['Case','Contact'] - findUpcomingHearingsWithoutPrep: new caseHasPreparation() helper checks Case tasks, Contact tasks, and NhActivity-linked tasks - CaseContextBuilder.getOpenTasks: OR query across Case + Contact IDs - OfficeContextBuilder.buildCaseDrillDown: same OR query pattern - All three classes gain a getCaseContactIds() helper Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-14 06:02:27 +00:00
chaim	289a9cf27f	fix: deep-convert nested stdClass params in executeTool endpoint When the AI Gateway sends nested JSON objects (like legalAnalysis), PHP decodes them as stdClass. The previous (array) cast only converted the top level, leaving nested stdClass that caused "Cannot use object as array" fatal errors. Now uses json_decode(json_encode()) for recursive array conversion. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-09 20:59:12 +00:00
chaim	1bb0c06345	fix: wrap executeActionsWithLoop in try/catch to prevent raw 500 errors When the AI Gateway returns a non-200 (e.g. tool validation failure), callWebhook throws an unhandled Error that bubbled up to Slim as a raw 500 page. Now caught gracefully with a Hebrew error message returned to the user instead of "Slim Application Error". Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-09 20:51:06 +00:00
chaim	59fc8acdc4	chore: remove bidi-table skill (wrong repo) bidi-table is a Claude Code skill that was accidentally committed here. It doesn't belong in the SmartAssistant extension. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-09 16:19:33 +00:00
chaim	586b543a4c	chore: remove 28 tracked ZIP files, add .gitignore, build to build/ ZIP release artifacts were tracked in git, bloating the repo and causing oversized release uploads on Gitea. Build output now goes to build/ which is gitignored along with *.zip. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-09 16:03:27 +00:00
chaim	c3212e71fe	feat: generic template generation — any WebDAV template usable without code Add GenericTemplateGenerator that downloads templates from WebDAV, fills entity placeholders automatically (case/contact/account), and supports custom placeholders from AI conversation. New API endpoint generateFromTemplate exposed for the AI Gateway. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-09 14:25:07 +00:00
chaim	f84b2f1cef	feat: add executeTool endpoint for direct plugin tool invocation Adds POST /SmartAssistant/action/executeTool that accepts {tool, params, caseId} and routes directly to the plugin tool handler via ActionExecutor. This allows the AI Gateway to call plugin tools (like generate_direct_access_report) without going through the conversation approval flow. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-09 11:31:16 +00:00
chaim	2a8046b737	feat: add document reading, multi-doc summarization, and batch rename for Shira Enable the AI assistant to read full documents from network storage (PDF/DOCX/TXT), summarize multiple documents, and batch-rename files. Key changes: - Raise text extraction limit from 2,000 to 100,000 chars (configurable) - Add agentic loop in SmartAssistantService for multi-turn tool execution - New tools: read_document, read_multiple_documents, batch_rename_documents - New API endpoints: readDocument, readMultipleDocuments, batchRename - New integration settings: maxDocumentChars, agenticLoopEnabled, maxAgenticLoops Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-09 11:24:45 +00:00
chaim	f319f981f9	chore: bump version to 2.5.5 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-07 22:04:07 +00:00
chaim	bf98495198	refactor: remove getLegalAidData from CaseContextBuilder LegalAid entity no longer exists — context builder cleaned up. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-07 19:12:43 +00:00
chaim	c541069cb5	feat: include LegalAid data in case context for AI assistant Add getLegalAidData() to CaseContextBuilder so Shira can see existing legal aid information when working on a case. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-07 15:27:36 +00:00
chaim	7480e7db35	chore: add SmartAssistant v2.5.3 release zip Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-07 10:41:58 +00:00
chaim	3c6e54d233	fix: increase chat timeout from 120s to 180s to prevent tool call timeouts Long operations like generate_initial_report were completing successfully but the frontend showed "communication error" due to AJAX timeout. Increased CURL timeout to 180s and frontend AJAX timeout to 180s (3 minutes). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-06 22:40:57 +00:00
chaim	6c97ba2361	feat: add delete_task tool + expose delete tools to AI gateway Shira can now delete tasks, meetings, and calls when they're no longer needed. delete_meeting and delete_call handlers already existed but weren't exposed to the AI. SmartAssistant v2.5.2 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-06 17:14:19 +00:00
chaim	94397c809b	fix: reorder dashlet tabs — attention first, open cases last Move "needs attention" tab to the right (first in RTL), make it active by default, and move "open cases" to the left (last). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-06 14:09:50 +00:00
chaim	b810c9fcff	feat: SmartAssistant v2.5.0 — delete tools + expandable chat panel Add delete_meeting, delete_call, delete_note tools for Shira. Add expand/collapse toggle button to the floating chat window. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-06 12:59:06 +00:00
chaim	0dc26f3b15	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>	2026-04-06 06:20:23 +00:00
chaim	ca04dd72f8	feat: add plugin tool handler support via metadata lookup ActionExecutor now checks app.smartAssistant.tools.{name}.handler metadata for unknown tools before throwing. This allows extensions to register their own tool handlers without modifying SmartAssistant. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-06 05:08:39 +00:00
chaim	87bc4b6770	feat: SmartAssistant v2.3.0 — document tools + NetworkStorage integration - Add upload_document, generate_document, merge_documents tools - Rewrite DocumentAnalyzer to use NetworkStorageIntegration instead of custom WebDAV client - Delete FileStorage classes (FileStorageInterface, FileStorageFactory, NextCloudFileStorage, WebDavFileStorage) - Use networkStorageFolderPath instead of nextCloudFolderPath Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-05 14:53:27 +00:00
chaim	2fe807b7f9	feat: SmartAssistant v2.2.0 — EspoCRM sends its own credentials to AI Gateway - EspoCRM sends url + apiKey in every request to the gateway - New Integration field: espocrmApiKey - Gateway no longer needs ESPOCRM_URL/ESPOCRM_API_KEY env vars Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-05 06:46:13 +00:00
chaim	026c32a3f7	chore: bump version to 2.1.3 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-04 22:17:07 +00:00
chaim	2e350e33b9	fix: avatar tight face crop — no gray corners Inset crop to avoid icon's rounded corners, pure blue background fills entire square. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-04 22:16:24 +00:00
chaim	1d7eb19a43	fix: avatar fills full circle + badge outside overflow - Square avatar image (no circle mask) — CSS border-radius handles clipping - Badge moved outside .sa-fab to separate wrapper, not clipped by overflow:hidden - object-fit: cover ensures image fills entire circle Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-04 22:06:23 +00:00
chaim	0fc53b54b7	chore: bump version to 2.1.1 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-04 21:48:57 +00:00
chaim	4c0bf3a67c	fix: circular avatar + visible notification badge - Avatar image pre-cropped as circle with transparency - Removed overflow:hidden from FAB so badge is not clipped Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-04 21:32:13 +00:00
chaim	35c57d36ae	feat: SmartAssistant v2.1.0 — full permissions, multi-line input, BiDi tables, Shira avatar - Shira executes all actions inline (create task, meeting, note) without approval buttons - Actions work from both case and office mode (auto-resolves case from drill-down) - Tasks/meetings can be created without a case parent - Chat input is now multi-line textarea with auto-grow (Shift+Enter for new line) - Markdown tables render as proper HTML tables with LRM marks for BiDi safety - Robot icon replaced with Shira's avatar in FAB, chat header, and message bubbles Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-04 21:21:29 +00:00
chaim	0f77631f75	feat: SmartAssistant v2.0.0 — feminine Hebrew + AI Gateway - Shira speaks in feminine form (חושבת instead of חושב) - Neutral verb forms for buttons (הוספת/חיפוש instead of הוסף/חפש) - Updated fallback texts to reference שירה by name - Description updated: AI Gateway integration replaces n8n Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>	2026-04-04 20:40:48 +00:00
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