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feat(ai): Phase 2 — chat assistant with tool-calling

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Second phase of the AI feature. Users can now open a slide-in chat drawer from the SiteHeader and ask natural-language questions about their company's invoices, customers, payments, and expenses. The LLM invokes pre-defined read-only tool functions (scoped to the current company at execute time) to fetch data and synthesize answers.

**Database** — new ai_conversations and ai_messages tables. Messages are stored in OpenAI's chat format so AiAssistantService serializes a conversation into an API request with zero translation. Columns: role, content, tool_call_id, tool_calls JSON, model, tokens_in, tokens_out. Conversations are scoped (company_id, user_id) — one user's chats are invisible to everyone else, even inside the same company. Foreign-key cascade deletes.

**Tool infrastructure** — AiTool abstract base + AiToolRegistry singleton (registered in a new AiServiceProvider). The base class enforces the security rule: every tool's execute() receives companyId and userId as injected parameters; tools' JSON schemas NEVER include a company_id field. An LLM physically cannot pass a company_id and escape tenancy. Modules can register their own tools by resolving the registry from their own ServiceProvider::boot().

**Nine built-in tools**: search_invoices, get_invoice, search_customers, get_customer, list_recent_payments, list_overdue_invoices, get_company_stats (aggregates for named periods), search_items, list_expense_categories. All read-only; no mutations. Each returns JSON-encodable data the LLM can parse.

**AiAssistantService orchestration loop** — the heart of Phase 2. Flow: persist user message → build payload from system prompt + recent history (40-message window) + new user message → call driver.chatCompletion with tools → if tool_calls, execute each one via the registry (with injected scope), persist tool result, loop → if plain text, persist and return. Hard cap at 5 iterations to prevent runaway LLMs. System prompt pins the assistant to this company's data and forbids mutation.

**Controllers + policy + rate limit** — POST /api/v1/ai/chat runs the orchestration loop. GET/PATCH/DELETE /api/v1/ai/conversations for CRUD. AiConversationPolicy enforces user_id+company_id match on every action. A new 'ai' RateLimiter in RouteServiceProvider throttles to 30 req/min per (user, company). New 'use ai' Gate defined in AppServiceProvider returns true for any authenticated user — the per-company kill-switch still goes through AiConfigurationService::resolveForCompany.

**Frontend** — new features/company/ai/ folder with a Pinia store (ai-chat.store.ts) holding drawer state, current conversation, messages, and loading flags. AiChatDrawer.vue is a slide-in panel teleported to <body>, mounted globally in CompanyLayout.vue when bootstrap reports ai.enabled && ai.chat_enabled. Sub-components: AiChatMessage (user bubbles vs assistant bubbles), AiChatMessageInput (Enter submits, Shift+Enter newline), AiChatConversationList (sidebar with 'new chat' button, rename, delete). A SparklesIcon button in SiteHeader toggles the drawer.

**Driver test double** — tests use a ScriptedAiDriver registered via AiDriverFactory::register('scripted', ...) that returns pre-queued AiChatResponse objects. Feature tests cover: happy path (new conversation + message persistence), tool-call loop (multi-round-trip with search_invoices), runaway-loop cap, driver-throws path, ai_enabled=NO rejection, chat role disabled rejection, per-user conversation visibility, cross-user policy enforcement, cascade delete.

388 tests pass (was 372, +16 new). Pint clean. npm run build clean. Phase 3 (WYSIWYG text generation popup) is the remaining follow-up.
This commit is contained in:
Darko Gjorgjijoski
2026-04-12 08:00:00 +02:00
parent c7fab5d52f
commit e861fc1fc1
39 changed files with 2776 additions and 1 deletions
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59
database/migrations/2026_04_11_154445_create_ai_conversations_and_messages_tables.php Normal file
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<?php
use Illuminate\Database\Migrations\Migration;
use Illuminate\Database\Schema\Blueprint;
use Illuminate\Support\Facades\Schema;
return new class extends Migration
{
public function up(): void
{
Schema::create('ai_conversations', function (Blueprint $table) {
$table->id();
$table->foreignId('company_id')->constrained()->cascadeOnDelete();
$table->foreignId('user_id')->constrained()->cascadeOnDelete();
$table->string('title')->nullable();
$table->string('model', 100)->nullable();
$table->timestamps();
// List my conversations, most recently updated first
$table->index(['company_id', 'user_id', 'updated_at']);
});
Schema::create('ai_messages', function (Blueprint $table) {
$table->id();
$table->foreignId('conversation_id')
->constrained('ai_conversations')
->cascadeOnDelete();
// OpenAI chat message roles. Persisted as string (not enum) so future
// roles don't require a migration — the application layer validates.
$table->string('role', 20);
$table->longText('content')->nullable();
// For role=tool messages: which tool_call_id from the assistant turn this answers.
$table->string('tool_call_id')->nullable();
// For role=assistant messages that requested tool execution: the parsed tool_calls array.
$table->json('tool_calls')->nullable();
// Which model produced this turn (nullable for user/tool messages).
$table->string('model', 100)->nullable();
// For future cost tracking dashboards.
$table->unsignedInteger('tokens_in')->nullable();
$table->unsignedInteger('tokens_out')->nullable();
$table->timestamp('created_at')->useCurrent();
$table->index(['conversation_id', 'created_at']);
});
}
public function down(): void
{
Schema::dropIfExists('ai_messages');
Schema::dropIfExists('ai_conversations');
}
};