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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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74
app/Http/Controllers/Setup/AiConfigurationController.php
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74
app/Http/Controllers/Setup/AiConfigurationController.php
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<?php
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namespace App\Http\Controllers\Setup;
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use App\Http\Controllers\Controller;
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use App\Models\Setting;
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use App\Services\AiConfigurationService;
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use Illuminate\Http\JsonResponse;
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use Illuminate\Http\Request;
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use Illuminate\Support\Facades\Artisan;
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use Illuminate\Validation\ValidationException;
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/**
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* Installer wizard step: optional "Enable AI" configuration.
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*
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* Runs without an authenticated user — the installer middleware allows public
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* access until `profile_complete` is marked COMPLETED. Persists a minimal global
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* AI config so the first super-admin doesn't have to revisit the admin panel
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* just to turn on chat/text-generation after install.
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*
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* Skipping the step (posting ai_enabled=NO) is the default path — users can
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* always configure AI later from Admin → Settings → AI Configuration.
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*/
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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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* Return the current AI config defaults plus the driver list for the wizard form.
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*/
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public function show(): JsonResponse
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{
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return response()->json([
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'config' => $this->aiConfigurationService->getGlobalConfig(),
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'drivers' => $this->aiConfigurationService->listDrivers(),
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]);
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}
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/**
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* Persist the installer's AI config choice and advance the wizard step.
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*
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* @throws ValidationException
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*/
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public function save(Request $request): JsonResponse
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{
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Artisan::call('optimize:clear');
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$validated = $this->validate($request, [
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'ai_enabled' => 'required|in:YES,NO',
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'ai_driver' => 'required_if:ai_enabled,YES|nullable|string',
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'ai_api_key' => 'required_if:ai_enabled,YES|nullable|string',
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'ai_base_url' => 'nullable|string|url',
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'ai_chat_enabled' => 'nullable|in:YES,NO',
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'ai_chat_model' => 'nullable|string|max:200',
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'ai_text_generation_enabled' => 'nullable|in:YES,NO',
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'ai_text_generation_model' => 'nullable|string|max:200',
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]);
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$this->aiConfigurationService->saveGlobalConfig($validated);
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// Advance the installer's profile_complete marker if we're the first to touch it.
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// Mail uses `4`; we'll use the next sentinel but leave actual completion to the
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// final Preferences step (which sets 'COMPLETED'). The sentinel value is ignored
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// once COMPLETED is written — it only matters for step-tracking during install.
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$profileComplete = Setting::getSetting('profile_complete');
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if ($profileComplete !== 'COMPLETED' && (int) $profileComplete < 5) {
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Setting::setSetting('profile_complete', 5);
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}
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return response()->json(['success' => true]);
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}
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}
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