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>

README.md

@@ -1,6 +1,6 @@
 # SmartAssistant - עוזר חכם
 
-**גרסה:** 1.1.3 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
+**גרסה:** 1.1.7 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
 
 ## תיאור
 עוזר AI מאוחד למשרד עורכי דין. מספק ממשק צ'אט צף עם שני מצבי עבודה: **מצב משרד** (סקירה כללית, התראות, סטטיסטיקות) ו**מצב תיק** (סיוע מעמיק בתיק ספציפי). כולל מערכת זיכרון תיק מובנית, ביצוע פעולות באישור המשתמש, ואינטגרציה עם Stream של EspoCRM.

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

@@ -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()) {

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

@@ -3,13 +3,16 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
     return View.extend({
 
         templateContent: '' +
-            '<div class="sa-fab" title="{{translate \'Smart Assistant\' scope=\'SmartAssistant\'}}">' +
+            '<div class="sa-fab-wrapper">' +
-            '  <span class="fas fa-robot"></span>' +
+            '  <div class="sa-fab" title="{{translate \'Smart Assistant\' scope=\'SmartAssistant\'}}">' +
+            '    <img src="client/custom/modules/smart-assistant/img/shira-avatar.png" class="sa-fab-avatar" alt="שירה">' +
+            '  </div>' +
             '  <span class="sa-fab-badge" style="display:none;"></span>' +
             '</div>' +
             '<div class="sa-chat-panel" style="display:none;">' +
             '  <div class="sa-chat-header">' +
-            '    <span class="sa-chat-title">{{translate \'Smart Assistant\' scope=\'SmartAssistant\'}}</span>' +
+            '    <img src="client/custom/modules/smart-assistant/img/shira-avatar.png" style="width: 26px; height: 26px; border-radius: 50%; margin-left: 8px;">' +
+            '    <span class="sa-chat-title">שירה</span>' +
             '    <span class="sa-mode-badge"></span>' +
             '    <div class="sa-chat-header-actions">' +
             '      <button class="btn btn-link sa-memory-btn" type="button" title="{{translate \'Case Memory\' scope=\'SmartAssistant\'}}" style="display:none;">' +
@@ -50,7 +53,7 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
             '    <div class="sa-chat-summary" style="display:none;"></div>' +
             '    <div class="sa-chat-messages"></div>' +
             '    <div class="sa-chat-input-row">' +
-            '      <input type="text" class="form-control sa-chat-input" placeholder="{{translate \'Ask the assistant...\' scope=\'SmartAssistant\'}}">' +
+            '      <textarea class="form-control sa-chat-input" rows="1" placeholder="{{translate \'Ask the assistant...\' scope=\'SmartAssistant\'}}"></textarea>' +
             '      <button class="btn btn-primary sa-chat-send" type="button" disabled>' +
             '        <span class="fas fa-paper-plane"></span>' +
             '      </button>' +
@@ -59,9 +62,11 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
             '</div>' +
             '<style>' +
             '.smart-assistant-fab-container { position: fixed; bottom: 24px; left: 24px; z-index: 1050; direction: rtl; font-family: inherit; }' +
-            '.sa-fab { width: 56px; height: 56px; border-radius: 50%; background: #5c6bc0; color: #fff; display: flex; align-items: center; justify-content: center; cursor: pointer; box-shadow: 0 4px 12px rgba(0,0,0,0.25); transition: transform 0.2s, background 0.2s; font-size: 22px; position: relative; }' +
+            '.sa-fab-wrapper { position: relative; display: inline-block; }' +
-            '.sa-fab:hover { background: #3f51b5; transform: scale(1.08); }' +
+            '.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-badge { position: absolute; top: -4px; right: -4px; background: #c62828; color: #fff; border-radius: 10px; min-width: 20px; height: 20px; font-size: 11px; font-weight: bold; display: flex; align-items: center; justify-content: center; padding: 0 5px; }' +
+            '.sa-fab:hover { transform: scale(1.08); }' +
+            '.sa-fab-avatar { width: 100%; height: 100%; object-fit: cover; }' +
+            '.sa-fab-badge { position: absolute; top: -4px; right: -4px; background: #c62828; color: #fff; border-radius: 10px; min-width: 20px; height: 20px; font-size: 11px; font-weight: bold; display: flex; align-items: center; justify-content: center; padding: 0 5px; z-index: 1; }' +
             '.sa-chat-panel { position: absolute; bottom: 68px; left: 0; width: 400px; max-height: 600px; background: #fff; border-radius: 12px; box-shadow: 0 8px 32px rgba(0,0,0,0.18); display: flex; flex-direction: column; overflow: hidden; animation: sa-slide-up 0.25s ease-out; }' +
             '@keyframes sa-slide-up { from { opacity: 0; transform: translateY(16px); } to { opacity: 1; transform: translateY(0); } }' +
             '.sa-chat-header { display: flex; align-items: center; padding: 10px 16px; background: #5c6bc0; color: #fff; gap: 8px; }' +
@@ -76,14 +81,20 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
             '.sa-chat-messages:empty::before { content: attr(data-empty-text); display: block; text-align: center; color: #999; padding: 30px 10px; font-size: 13px; }' +
             '.sa-msg { margin-bottom: 10px; padding: 8px 12px; border-radius: 10px; font-size: 13px; line-height: 1.5; max-width: 90%; word-wrap: break-word; }' +
             '.sa-msg-user { background: #e3f2fd; margin-left: auto; margin-right: 0; text-align: right; }' +
-            '.sa-msg-assistant { background: #f5f0ff; margin-right: auto; margin-left: 0; text-align: right; }' +
+            '.sa-msg-assistant { background: #f5f0ff; margin-right: auto; margin-left: 0; text-align: right; position: relative; padding-right: 36px; }' +
+            '.sa-msg-assistant::before { content: ""; position: absolute; right: 6px; top: 6px; width: 24px; height: 24px; border-radius: 50%; background: url(client/custom/modules/smart-assistant/img/shira-avatar.png) center/cover; }' +
             '.sa-msg-error { background: #fce4ec; color: #c62828; }' +
             '.sa-msg-loading { background: #f5f5f5; color: #999; }' +
+            '.sa-table { width: 100%; border-collapse: collapse; margin: 6px 0; font-size: 12px; direction: rtl; text-align: right; }' +
+            '.sa-table th, .sa-table td { border: 1px solid #ddd; padding: 5px 8px; white-space: nowrap; unicode-bidi: plaintext; }' +
+            '.sa-table th { background: #f0eef8; font-weight: 600; color: #333; }' +
+            '.sa-table tr:nth-child(even) { background: #fafafa; }' +
+            '.sa-table tr:hover { background: #f5f0ff; }' +
             '.sa-msg-action { background: #fff8e1; padding: 6px 12px; border-radius: 8px; margin-bottom: 8px; font-size: 12px; display: flex; align-items: center; justify-content: space-between; gap: 8px; }' +
             '.sa-action-btns { display: flex; gap: 4px; }' +
             '.sa-action-btns .btn { padding: 2px 8px; font-size: 11px; border-radius: 4px; }' +
-            '.sa-chat-input-row { display: flex; gap: 8px; padding: 10px 14px; border-top: 1px solid #eee; direction: rtl; }' +
+            '.sa-chat-input-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: 20px; padding: 8px 14px; font-size: 13px; direction: rtl; }' +
+            '.sa-chat-input { flex: 1; border-radius: 16px; padding: 8px 14px; font-size: 13px; direction: rtl; resize: none; overflow-y: auto; max-height: 120px; min-height: 36px; line-height: 1.4; font-family: inherit; }' +
             '.sa-chat-send { border-radius: 50%; width: 36px; height: 36px; padding: 0; display: flex; align-items: center; justify-content: center; }' +
             '.sa-history-view, .sa-memory-view { flex: 1; overflow: hidden; display: flex; flex-direction: column; }' +
             '.sa-history-header, .sa-memory-header { padding: 8px 14px; border-bottom: 1px solid #eee; direction: rtl; text-align: right; display: flex; justify-content: space-between; align-items: center; }' +
@@ -141,11 +152,14 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
                 var cat = $(e.currentTarget).data('category');
                 this.filterMemory(cat);
             },
-            'keypress .sa-chat-input': function (e) {
+            'keydown .sa-chat-input': function (e) {
                 if (e.key === 'Enter' && !e.shiftKey) { e.preventDefault(); this.sendMessage(); }
             },
             'input .sa-chat-input': function (e) {
                 this.$el.find('.sa-chat-send').prop('disabled', !e.target.value.trim());
+                // Auto-grow textarea
+                e.target.style.height = 'auto';
+                e.target.style.height = Math.min(e.target.scrollHeight, 120) + 'px';
             },
             'click .sa-action-approve': function (e) {
                 var $btn = $(e.currentTarget);
@@ -168,7 +182,7 @@ 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 () {
@@ -417,12 +431,12 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
 
             $messages.append('<div class="sa-msg sa-msg-user">' + this.escapeHtml(message) + '</div>');
             var $loading = $('<div class="sa-msg sa-msg-loading"><span class="fas fa-spinner fa-spin" style="margin-left: 5px;"></span> ' +
-                this.escapeHtml(this.translate('Thinking', 'labels', 'SmartAssistant') || 'חושב...') + '</div>');
+                this.escapeHtml(this.translate('Thinking', 'labels', 'SmartAssistant') || 'חושבת...') + '</div>');
             $messages.append($loading);
             this.scrollToBottom();
 
             $btn.prop('disabled', true);
-            $input.prop('disabled', true).val('');
+            $input.prop('disabled', true).val('').css('height', 'auto');
 
             var payload = {
                 message: message,
@@ -439,19 +453,12 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
 
                 $messages.append('<div class="sa-msg sa-msg-assistant">' + self.formatResponse(response.text) + '</div>');
 
-                // Render action items
+                // Auto-refresh panels if actions were executed
-                if (response.actions && response.actions.length > 0) {
+                if (response.executedActions && response.executedActions.length > 0) {
-                    response.actions.forEach(function (action) {
+                    response.executedActions.forEach(function (action) {
-                        var actionHtml = '<div class="sa-msg-action">' +
+                        if (action.entityType) {
-                            '<span><span class="fas fa-bolt" style="color: #f57c00; margin-left: 4px;"></span>' +
+                            self.refreshCurrentView(action.entityType);
-                            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);
                     });
                 }
 
@@ -480,6 +487,10 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
                 var cls = approved ? (result.success ? 'sa-msg-assistant' : 'sa-msg-error') : 'sa-msg-loading';
                 $messages.append('<div class="sa-msg ' + cls + '">' + self.escapeHtml(msg) + '</div>');
                 self.scrollToBottom();
+
+                if (approved && result.success) {
+                    self.refreshCurrentView(result.entityType);
+                }
             }).catch(function () {
                 $messages.append('<div class="sa-msg sa-msg-error">שגיאה בביצוע הפעולה</div>');
                 self.scrollToBottom();
@@ -607,11 +618,101 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
 
         formatResponse: function (text) {
             if (!text) return '';
-            text = this.escapeHtml(text);
+
-            text = text.replace(/\*\*(.*?)\*\*/g, '<strong>$1</strong>');
+            var self = this;
-            text = text.replace(/\n/g, '<br>');
+            var LRM = '\u200E';
-            text = text.replace(/^- (.+)/gm, '&bull; $1');
+
-            return text;
+            // 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 +721,37 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
             div.textContent = text;
             return div.innerHTML;
         },
+
+        refreshCurrentView: function (entityType) {
+            var mainView = this.getParentView();
+
+            while (mainView && mainView.getParentView()) {
+                mainView = mainView.getParentView();
+            }
+
+            if (!mainView) return;
+
+            var currentView = mainView.getView('main');
+
+            if (!currentView) return;
+
+            var recordView = currentView.getView('record');
+
+            if (recordView && recordView.model) {
+                recordView.model.trigger('update-all');
+            }
+
+            if (entityType === 'Task' || entityType === 'Meeting') {
+                var sideView = currentView.getView('side');
+
+                if (sideView) {
+                    var activities = sideView.getView('activities');
+                    var tasks = sideView.getView('tasks');
+
+                    if (activities && activities.actionRefresh) activities.actionRefresh();
+                    if (tasks && tasks.actionRefresh) tasks.actionRefresh();
+                }
+            }
+        },
     });
 });

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

@@ -5,7 +5,7 @@ define('modules/smart-assistant/views/stream/notes/smart-action', ['views/stream
         templateContent: '' +
             '<div class="sa-action-note sa-action-{{status}}" style="padding: 6px 12px; border-radius: 8px; direction: rtl; text-align: right; font-size: 13px;">' +
             '<span class="fas {{icon}}" style="margin-left: 6px;"></span>' +
-            '{{post}}' +
+            '{{{formattedPost}}}' +
             '</div>',
 
         data: function () {
@@ -13,6 +13,8 @@ define('modules/smart-assistant/views/stream/notes/smart-action', ['views/stream
             var noteData = this.model.get('data') || {};
             var status = noteData.status || 'executed';
 
+            data.post = this.model.get('post');
+            data.formattedPost = this.getHelper().escapeString(data.post || '');
             data.status = status;
 
             if (status === 'executed') {

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

@@ -5,11 +5,22 @@ define('modules/smart-assistant/views/stream/notes/smart-request', ['views/strea
         templateContent: '' +
             '<div style="background: #e3f2fd; padding: 8px 12px; border-radius: 8px; direction: rtl; text-align: right; font-size: 13px;">' +
             '<span class="fas fa-user" style="color: #1565c0; margin-left: 6px;"></span>' +
-            '{{post}}' +
+            '{{{formattedPost}}}' +
             '</div>',
 
-        setup: function () {
+        data: function () {
-            NoteView.prototype.setup.call(this);
+            var data = NoteView.prototype.data.call(this);
+
+            data.formattedPost = this.formatPost(this.model.get('post'));
+
+            return data;
+        },
+
+        formatPost: function (text) {
+            if (!text) return '';
+            text = this.getHelper().escapeString(text);
+            text = text.replace(/\n/g, '<br>');
+            return text;
         },
     });
 });

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

@@ -3,14 +3,14 @@
         "Smart Assistant": "שירה",
         "Office Mode": "מצב משרד",
         "Case Mode": "מצב תיק",
-        "Add Memory": "הוסף זיכרון",
+        "Add Memory": "הוספת זיכרון",
-        "Search Memory": "חפש בזיכרון",
+        "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",

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

@@ -76,26 +76,48 @@ class ActionExecutor
 
     private function createTask(array $params, ?string $caseId, string $userId): array
     {
-        $task = $this->entityManager->getNewEntity('Task');
+        $taskData = [
-        $task->set([
             '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 +141,23 @@ class ActionExecutor
 
     private function createMeeting(array $params, ?string $caseId, string $userId): array
     {
-        $meeting = $this->entityManager->getNewEntity('Meeting');
+        $meetingData = [
-        $meeting->set([
             '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 scheduleHearing(array $params, ?string $caseId, string $userId): array

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

@@ -55,8 +55,7 @@ class ConversationRepository
             if (!$entity) return;
         }
 
-        $messages = $entity->get('messagesData') ?? [];
+        $messages = json_decode(json_encode($entity->get('messagesData') ?? []), true);
-        if (is_object($messages)) $messages = (array) $messages;
 
         $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 = $entity->get('messagesData') ?? [];
+        return json_decode(json_encode($entity->get('messagesData') ?? []), true);
-        return is_object($messages) ? (array) $messages : $messages;
     }
 
     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') ?? [];
+        $data = json_decode(json_encode($entity->get('messagesData') ?? []), true);
-        if (is_object($data)) $data = (array) $data;
         for ($i = count($data) - 1; $i >= 0; $i--) {
             if (($data[$i]['role'] ?? '') === 'assistant') { $data[$i]['pendingActions'] = $actions; break; }
         }

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

@@ -17,7 +17,8 @@ class SmartAssistantService
     public const NOTE_TYPE_RESPONSE = 'SmartResponse';
     public const NOTE_TYPE_ACTION = 'SmartAction';
 
-    private const READ_ONLY_TOOLS = ['list_documents', 'save_memory'];
+    // All tools execute inline — Shira has full permissions
+    private const TOOLS_REQUIRING_CASE = ['change_status', 'schedule_hearing', 'list_documents', 'analyze_document', 'save_memory'];
 
     private EntityManager $entityManager;
     private InjectableFactory $injectableFactory;
@@ -103,27 +104,59 @@ class SmartAssistantService
         // Call webhook
         $response = $this->callWebhook($message, $context, $conversationId, $conversationHistory, $mode);
 
-        // Process actions
+        // Process actions — execute all inline (Shira has full permissions)
         $actions = $response['actions'] ?? [];
         $responseText = $response['text'] ?? '';
         $inlineResults = [];
-        $remainingActions = [];
+        $executedActions = [];
+
+        // Resolve effective caseId: explicit case mode, or drill-down detection in office mode
+        $effectiveCaseId = $caseId;
+        if (!$effectiveCaseId && !empty($context['drillDown']['case']['id'])) {
+            $effectiveCaseId = $context['drillDown']['case']['id'];
+        }
+
+        $executor = $this->injectableFactory->create(ActionExecutor::class);
 
         foreach ($actions as $action) {
             $tool = $action['tool'] ?? '';
-            if (in_array($tool, self::READ_ONLY_TOOLS, true)) {
+            $actionCaseId = $effectiveCaseId;
-                try {
+
-                    $executor = $this->injectableFactory->create(ActionExecutor::class);
+            // Resolve case from action params if not available
-                    $result = $executor->execute($tool, $action['params'] ?? [], $caseId, $userId);
+            if (!$actionCaseId && !empty($action['params']['caseId'])) {
-                    if (!empty($result['message'])) {
+                $actionCaseId = $action['params']['caseId'];
-                        $inlineResults[] = $result['message'];
+            }
-                    }
+
-                } catch (\Exception $e) {
+            // Skip tools that require a case if no case context available
-                    $this->log->warning("SmartAssistant: Inline execution of {$tool} failed: " . $e->getMessage());
+            if (!$actionCaseId && in_array($tool, self::TOOLS_REQUIRING_CASE, true)) {
-                    $inlineResults[] = "שגיאה בביצוע {$tool}: " . $e->getMessage();
+                $inlineResults[] = "⚠️ לא ניתן לבצע {$tool} — לא זוהה תיק. נסה מתוך מסך התיק.";
+                continue;
+            }
+
+            try {
+                $result = $executor->execute($tool, $action['params'] ?? [], $actionCaseId, $userId);
+                if (!empty($result['message'])) {
+                    $inlineResults[] = $result['message'];
                 }
-            } else {
+                $executedActions[] = [
-                $remainingActions[] = $action;
+                    'tool' => $tool,
+                    'status' => 'executed',
+                    'entityType' => $result['entityType'] ?? null,
+                    'entityId' => $result['entityId'] ?? null,
+                ];
+
+                // Create stream note for executed action in case context
+                if ($actionCaseId) {
+                    $this->createStreamNote(self::NOTE_TYPE_ACTION, $result['message'] ?? 'פעולה בוצעה', $actionCaseId, [
+                        'conversationId' => $conversationId,
+                        'status' => 'executed',
+                        'entityType' => $result['entityType'] ?? null,
+                        'entityId' => $result['entityId'] ?? null,
+                    ]);
+                }
+            } catch (\Exception $e) {
+                $this->log->warning("SmartAssistant: Execution of {$tool} failed: " . $e->getMessage());
+                $inlineResults[] = "שגיאה בביצוע {$tool}: " . $e->getMessage();
             }
         }
 
@@ -131,25 +164,9 @@ class SmartAssistantService
             $responseText .= "\n\n" . implode("\n\n", $inlineResults);
         }
 
-        // Store pending actions
-        if (!empty($remainingActions)) {
-            self::$conversations[$conversationId] = [
-                'caseId' => $caseId,
-                'userId' => $userId,
-                'actions' => $remainingActions,
-            ];
-
-            try {
-                $this->getConversationRepo()->storePendingActions($conversationId, $caseId ?? '', $userId, $remainingActions);
-            } catch (\Exception $e) {
-                $this->log->warning('SmartAssistant: Failed to persist actions: ' . $e->getMessage());
-                $this->saveConversationFile($conversationId, $caseId, $userId, $remainingActions);
-            }
-        }
-
         // Persist response
         try {
-            $this->getConversationRepo()->appendMessage($conversationId, 'assistant', $responseText, $remainingActions);
+            $this->getConversationRepo()->appendMessage($conversationId, 'assistant', $responseText, $executedActions);
         } catch (\Exception $e) {
             $this->log->warning('SmartAssistant: Failed to persist response: ' . $e->getMessage());
         }
@@ -158,14 +175,15 @@ class SmartAssistantService
         if ($mode === 'case' && $caseId) {
             $this->createStreamNote(self::NOTE_TYPE_RESPONSE, $responseText, $caseId, [
                 'conversationId' => $conversationId,
-                'actions' => $remainingActions,
+                'actions' => $executedActions,
             ]);
         }
 
         return [
             'conversationId' => $conversationId,
             'text' => $responseText,
-            'actions' => $remainingActions,
+            'actions' => [],
+            'executedActions' => $executedActions,
         ];
     }
 

manifest.json

@@ -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": "1.1.3",
+    "version": "2.1.2",
     "acceptableVersions": [
         ">=8.0.0"
     ],
-    "releaseDate": "2026-03-29",
+    "releaseDate": "2026-04-04",
     "php": [
         ">=8.1"
     ]