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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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11
resources/scripts/stores/global.store.ts
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@@ -36,6 +36,11 @@ export const useGlobalStore = defineStore('global', () => {
const mainMenu = ref<MenuItem[]>([])
const settingMenu = ref<MenuItem[]>([])
const userMenu = ref<Array<{ title: string; link: string; icon: string; name: string }>>([])
const ai = ref<{ enabled: boolean; chat_enabled: boolean; text_generation_enabled: boolean }>({
enabled: false,
chat_enabled: false,
text_generation_enabled: false,
})
const isAppLoaded = ref<boolean>(false)
const isSidebarOpen = ref<boolean>(false)
const isSidebarCollapsed = ref<boolean>(localStore.getBoolean('sidebarCollapsed'))
@@ -64,6 +69,11 @@ export const useGlobalStore = defineStore('global', () => {
mainMenu.value = response.main_menu
settingMenu.value = response.setting_menu
userMenu.value = response.user_menu ?? []
ai.value = response.ai ?? {
enabled: false,
chat_enabled: false,
text_generation_enabled: false,
}
config.value = response.config
globalSettings.value = response.global_settings
@@ -292,6 +302,7 @@ export const useGlobalStore = defineStore('global', () => {
mainMenu,
settingMenu,
userMenu,
ai,
isAppLoaded,
isSidebarOpen,
isSidebarCollapsed,