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>

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

@@ -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;

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

@@ -24,6 +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>' +
@@ -67,7 +70,10 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
             '.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; }' +
+            '.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; }' +
@@ -122,7 +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,
@@ -131,12 +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(); },
@@ -260,7 +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 () {
@@ -741,7 +768,7 @@ define('modules/smart-assistant/views/floating-chat', ['view'], function (View)
                 recordView.model.trigger('update-all');
             }
 
-            if (entityType === 'Task' || entityType === 'Meeting') {
+            if (entityType === 'Task' || entityType === 'Meeting' || entityType === 'Call') {
                 var sideView = currentView.getView('side');
 
                 if (sideView) {

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

@@ -42,6 +42,10 @@ class ActionExecutor
             '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, $caseId),
@@ -217,6 +221,97 @@ class ActionExecutor
         return ['success' => true, 'message' => "✅ שיחה \"{$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
     {
         $case = $this->entityManager->getEntityById('Case', $caseId);

manifest.json

@@ -3,7 +3,7 @@
     "module": "SmartAssistant",
     "description": "Unified AI Assistant for Legal CRM — floating chat with case memory, office alerts, and AI Gateway integration",
     "author": "klear",
-    "version": "2.4.0",
+    "version": "2.5.2",
     "acceptableVersions": [
         ">=8.0.0"
     ],