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feat(ai): Phase 1 — provider configuration, installer step, admin + company settings
Foundation for the AI chatbot + text generation feature. Phase 1 is infrastructure only: driver plumbing, configuration storage with encrypted API keys, global vs per-company resolution, admin + company UI pages, and an optional installer wizard step. The chat assistant and text-generation WYSIWYG integration come in later phases.
**Driver plumbing (app/Support/Ai/)** — AiDriver abstract, AiDriverFactory, AiException, AiChatResponse DTO, OpenRouterDriver concrete implementation. OpenRouter is the OpenAI-compatible aggregator that unlocks hundreds of models behind one API key and one request shape — ideal as the default v1 driver. Drivers are extensible the same way exchange rate drivers are: the module Registry's generic registerDriver('ai', ...) machinery plus a typed Registry::registerAiDriver() convenience wrapper (shipped in the upstream invoiceshelf/modules package in a paired commit).
**AiConfigurationService** — mirrors MailConfigurationService shape but with one deliberate deviation: API keys are encrypted at the service layer via Crypt::encryptString before persistence. OpenRouter bearer tokens have much bigger blast radius than SMTP passwords. Same settings / company_settings tables, same global-vs-per-company pattern, same use_custom_ai_config override toggle. Resolution order: global ai_enabled must be YES, then the company either overrides via use_custom_ai_config=YES (and can opt out with ai_enabled=NO inside the override) or inherits the global config.
**Controllers** — Admin/Settings/AiConfigurationController (global CRUD + driver list + test connection), Company/Settings/CompanyAiConfigurationController (per-company override + test), Setup/AiConfigurationController (installer wizard step, skippable with explicit ai_enabled=NO). API key is always masked as '********' in GET responses — the frontend submits the placeholder back on save and the backend preserves the stored value.
**Installer wizard** — new optional step 7 'AI' between Mail and Account. Default OFF with a Skip button. MailView.vue now routes to installation.ai instead of installation.account; installation.ai then routes to installation.account. Step order comment updated in routes.ts.
**Admin + Company settings pages** — AdminAiConfigView (no toggle, always global) and AiConfigView (with use_custom_ai_config BaseSwitchSection that auto-saves OFF). Both share AiConfigurationForm which renders the driver selector, API key input with show/hide, driver-specific config_fields (base_url for OpenRouter), and per-role enable toggles with free-text model inputs backed by a datalist of suggested models from driver metadata.
**Bootstrap endpoint** — adds an ai block to the response: { enabled, chat_enabled, text_generation_enabled }. All three are booleans resolved through AiConfigurationService::resolveForCompany(). Never leaks the API key. Frontend feature flags read from bootstrapData.ai to decide whether to show Phase 2/3 UI.
**Bouncer ability** 'manage ai config' added to SettingsPolicy, gated on isSuperAdmin() (same pattern as manage email config, manage pdf config).
**Tests** (22 new) — Unit: AiDriverFactory resolves built-in + Registry-contributed drivers, rejects unknown, merges availableDrivers. AiConfigurationService: encryption round-trip, resolution order (3 cases: global off, inherit global, override with company key, override with opt-out), makeDriver null/instance cases, listDrivers metadata. Feature: admin save + read with api key masking, preserve-on-placeholder behavior, company toggle ON/OFF semantics, bootstrap ai flags reflect resolution, company opt-out path.
372 tests pass (was 350, +22). Pint clean. npm run build clean. Phase 2 (chat assistant + tool calling) and Phase 3 (WYSIWYG text generation popup) are separate follow-up commits — this one is the foundation only.
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<?php
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namespace App\Http\Controllers\Admin\Settings;
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use App\Http\Controllers\Controller;
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use App\Services\AiConfigurationService;
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use App\Support\Ai\AiDriverFactory;
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use App\Support\Ai\AiException;
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use Illuminate\Auth\Access\AuthorizationException;
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use Illuminate\Http\JsonResponse;
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use Illuminate\Http\Request;
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use Illuminate\Validation\ValidationException;
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class AiConfigurationController extends Controller
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{
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public function __construct(
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private readonly AiConfigurationService $aiConfigurationService,
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) {}
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/**
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* Get the global AI configuration with decrypted API key masked for response.
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*
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* @throws AuthorizationException
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*/
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public function getConfig(): JsonResponse
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{
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$this->authorize('manage ai config');
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$config = $this->aiConfigurationService->getGlobalConfig();
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return response()->json($this->maskApiKey($config));
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}
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/**
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* Persist the global AI configuration.
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*
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* If the submitted api_key is the masked placeholder, we retain the stored value —
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* otherwise the user would have to re-enter the key every time they save the form.
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*
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* @throws AuthorizationException
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* @throws ValidationException
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*/
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public function saveConfig(Request $request): JsonResponse
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{
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$this->authorize('manage ai config');
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$validated = $this->validate(
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$request,
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$this->aiConfigurationService->validationRules(allowDisabledCustomConfig: false),
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);
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// Preserve existing key when client submits the masked placeholder
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if (($validated['ai_api_key'] ?? null) === '********' || ($validated['ai_api_key'] ?? null) === '') {
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$existing = $this->aiConfigurationService->getGlobalConfig();
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$validated['ai_api_key'] = $existing['ai_api_key'] ?? '';
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}
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$this->aiConfigurationService->saveGlobalConfig($validated);
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return response()->json(['success' => 'ai_variables_save_successfully']);
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}
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/**
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* Return the AI driver list for the admin UI — same shape as the exchange rate endpoint.
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*
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* @throws AuthorizationException
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*/
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public function getDrivers(): JsonResponse
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{
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$this->authorize('manage ai config');
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return response()->json([
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'ai_drivers' => $this->aiConfigurationService->listDrivers(),
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]);
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}
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/**
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* Test the currently configured AI provider by instantiating its driver and calling validateConnection().
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*
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* @throws AuthorizationException
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*/
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public function testConnection(Request $request): JsonResponse
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{
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$this->authorize('manage ai config');
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$this->validate($request, [
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'ai_driver' => 'required|string',
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'ai_api_key' => 'nullable|string',
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'ai_base_url' => 'nullable|string|url',
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]);
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// If the masked placeholder was submitted, fall back to the stored key
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$apiKey = $request->input('ai_api_key');
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if ($apiKey === '********' || $apiKey === null || $apiKey === '') {
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$existing = $this->aiConfigurationService->getGlobalConfig();
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$apiKey = $existing['ai_api_key'] ?? '';
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}
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if ($apiKey === '') {
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return response()->json(['error' => 'missing_api_key'], 422);
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}
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try {
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$driver = AiDriverFactory::make(
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$request->input('ai_driver'),
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$apiKey,
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['base_url' => $request->input('ai_base_url')],
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);
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$result = $driver->validateConnection();
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} catch (AiException $e) {
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return response()->json(['error' => $e->errorKey, 'message' => $e->getMessage()], 422);
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}
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return response()->json(['success' => true, 'details' => $result]);
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}
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/**
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* Replace the stored API key with a masked placeholder so it's never returned to the client.
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*
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* @param array<string, mixed> $config
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* @return array<string, mixed>
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*/
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private function maskApiKey(array $config): array
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{
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if (! empty($config['ai_api_key'])) {
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$config['ai_api_key'] = '********';
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}
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return $config;
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}
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}
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