Commit Graph

54 Commits

Author SHA1 Message Date
Darko Gjorgjijoski
b761ea9931 feat(ai): Phase 3 — text generation popup on WYSIWYG editors
Third and final phase of the AI feature. A SparklesIcon button is added to every Tiptap WYSIWYG editor (invoice notes, email body compose, note templates — ~6 places where RichEditor is used) that opens a modal with a prompt input, optional 'use current content as context' toggle, preview area, and Insert / Replace / Regenerate actions.

**Backend (thin)** — AiTextGenerationService is stateless: resolve config → check text_generation_enabled → instantiate driver → call textCompletion() with a system-prompt-wrapped user instruction. The system prompt is terse and opinionated: 'Return only the requested text. No preamble, no explanation, no markdown code fences.' When context is provided, it's included as a separate framed block ('Context (current content the user is working with):') so the model knows it's operating on existing copy.

**GenerationController** — POST /api/v1/ai/generate with {prompt, context?}. Validates prompt required (max 4000 chars) and context optional (max 20000 chars). Rate-limited via the same 'ai' RateLimiter from Phase 2 (30/min per user/company). Gated by 'use ai' Bouncer ability + AiConfigurationService resolution. Returns {text} on success or {error, message} with 422 on any AiException.

**Frontend modal (AiTextGenerationModal.vue)** — mounted globally in CompanyLayout when bootstrap reports ai.enabled && text_generation_enabled. Uses the existing modalStore pattern: self-registers on componentName='AiTextGenerationModal'. Modal state includes prompt, useContext toggle, generatedText preview. Callers (currently RichEditor) pass onInsert/onReplace callbacks via modalStore.data; the modal invokes them with the final text and closes — it knows nothing about tiptap or ProseMirror.

**RichEditor integration** — the Sparkles toolbar button is pushed onto the existing editorButtons ref at setup time, gated on globalStore.ai.enabled && text_generation_enabled. The button opens the modal with the editor's current getHTML() as context and callbacks that use the tiptap chain API: insertContent for Insert, selectAll().deleteSelection().insertContent for Replace. No reactivity on the flag check — it's set once at bootstrap and doesn't change during a session.

**Tests** (7 new) — AiGenerationTest with a dedicated TextGenDriver test double that tracks the exact prompt passed to textCompletion(). Covers: happy path, context inclusion/omission, AI globally disabled rejection, text_generation role disabled rejection, prompt/context length validation, response whitespace trimming.

395 tests pass (was 388, +7 new). Pint clean. npm run build clean. The AI feature is now complete end-to-end: provider configuration (Phase 1), chat assistant with DB tool-calling (Phase 2), and text generation popup (Phase 3).
2026-04-12 11:00:00 +02:00
Darko Gjorgjijoski
e861fc1fc1 feat(ai): Phase 2 — chat assistant with tool-calling
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.
2026-04-12 08:00:00 +02:00
Darko Gjorgjijoski
c7fab5d52f 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.
2026-04-11 22:00:00 +02:00
Darko Gjorgjijoski
31a2a66127 refactor(modules): move Modules into Company Settings as Module Configuration
The per-company Modules management page moves off its own top-level sidebar slot (which sat in the Admin group alongside Members/Reports/Settings) and into a new Module Configuration entry inside Company Settings, alongside Tax Types, Payment Modes, Mail Configuration, etc. That's where every other 'configure how the company behaves' surface lives — the Modules page is a configuration surface, not a primary working area.

The label is deliberately 'Module Configuration' rather than 'Module Settings' because the latter collides with the existing per-module ModuleSettingsModal concept (the modal that opens when a user clicks an installed module's gear icon). Keeping the two names distinct means 'Module Configuration' unambiguously refers to the list of installed modules, and 'Module Settings' continues to mean the per-module schema form.

CompanyModulesIndexView is stripped of its standalone BasePage / BasePageHeader / BaseBreadcrumb wrappers — as a child of SettingsLayoutView it would have rendered a double header — and re-wrapped in BaseSettingCard, matching TaxTypesView and every other settings-child view. The module grid tightens from lg:grid-cols-2 xl:grid-cols-3 down to lg:grid-cols-2 since the settings sidebar eats 240px of horizontal real estate.

Routes consolidate: features/company/modules/routes.ts is deleted; the new settings.modules child route lives inside the settings routes file directly, alongside the rest. Top-level redirects are kept for the legacy /admin/modules and /admin/modules/:slug/settings URLs so existing bookmarks still resolve. ModuleRoutesConfigTest is re-pointed at settings/routes.ts and asserts the settings.modules route is owner-only.

Module-contributed sidebar entries (those registered via Registry::registerMenu()) are NOT moved. Modules that want top-level navigation visibility keep it; only the meta management page moves. This mirrors WordPress/Discourse conventions where plugin pages stay in the main navigation but the 'Plugins' admin screen itself lives under Settings.
2026-04-11 06:30:00 +02:00
Darko Gjorgjijoski
112cc56922 chore(infra): default mail driver to sendmail and expose Vue runtime
Mail DEFAULT_DRIVER changes from smtp to sendmail; DRIVER_ORDER is reshuffled so sendmail is the head of the list on fresh installs. This matches what most self-hosted installs already have working out of the box — SMTP requires provider credentials the typical user doesn't have set up yet. The mail config description is rewritten to drop the 'Laravel' framework reference and to explicitly tell unsure users to leave it on sendmail.

SiteApi::get() now catches GuzzleException (the broader interface) and returns null on network failure instead of bubbling the exception object — callers were treating a non-array return as 'marketplace unavailable' anyway, so null is the correct shape.

main.ts exposes the Vue runtime on window.__invoiceshelf_vue so module JS (compiled against the host's Vue install) can call createApp / defineComponent without re-bundling Vue. invoiceshelf.css adds Tailwind source globs for Modules/**/*.{js,ts,vue,blade.php} so module-contributed classes are picked up by the host CSS pipeline.

Installation wizard PreferencesView was already in the tree waiting for the API field rename (date_formats, time_zones, fiscal_years, languages) that landed in setting.service.ts; this commit catches both sides up together.
2026-04-11 02:00:00 +02:00
Darko Gjorgjijoski
7885bf9d11 feat(menu): priority-sorted menu groups, user-menu items, sidebar appearance toggle
Every main_menu entry moves from numeric group (1/2/3) to string-based group + group_label + priority. Groups now carry their own i18n label and child entries are sorted by an explicit priority field instead of config-array order, so module-contributed menu items can slot into any existing group at any position.

BootstrapController merges module-registered menu items into main_menu (previously they lived in a separate module_menu response key) and introduces a user_menu response key for items modules want to place in the avatar dropdown. The global store follows suit: moduleMenu becomes userMenu, menuGroups is a computed that sorts by priority, and hasActiveModules drops out.

New admin Appearance setting page with a single toggle for whether sidebar group labels render — so instances that prefer a compact sidebar can hide the Documents/Administration/Modules headings without losing the grouping itself. CompanyLayout watches route meta and re-bootstraps when the admin-mode flag flips so the sidebar repaints with the right menu on navigation across the admin boundary.

Test suites updated: module menu merging is asserted against main_menu (name: 'module-{slug}') rather than the old module_menu response; HelloWorldIntegrationTest verifies the schema translation path; CompanyModulesIndexTest covers the display_name attachment.
2026-04-11 00:30:00 +02:00
Darko Gjorgjijoski
9174254165 Refactor install wizard and mail configuration 2026-04-09 10:06:27 +02:00
Darko Gjorgjijoski
e6eeacb6d4 feat(modules): company-context module surfaces and schema-driven settings
Adds the read-only company "Active Modules" index page (lists every
instance-activated module with a Settings shortcut) and the schema-driven
settings framework (generic BaseSchemaForm.vue renderer + per-company
persistence in CompanySetting). Bundled because they share the same
routes/api.php edit and the index page's Settings button targets the
settings page.

Backend:

- CompanyModulesController::index() returns every Module::enabled = true row
  with a kebab-case slug (via Str::kebab()) and a has_settings flag computed
  from \InvoiceShelf\Modules\Registry::settingsFor(). nwidart stores module
  names in PascalCase ("HelloWorld") but URLs and registry keys use kebab
  ("hello-world") — the controller normalizes so module authors can call
  Registry::registerSettings('hello-world') naturally without thinking
  about the storage format.

- ModuleSettingsController::show(\$slug) returns the registered Schema +
  per-company values from CompanySetting (defaults flow through when nothing
  has been saved yet). update(\$slug) builds Laravel validator rules from
  the Schema's per-field rules arrays — with type-rule fallbacks for
  switch -> boolean, number -> numeric, multiselect -> array — silently
  drops unknown keys, and persists via CompanySetting::setSettings() under
  the module.{slug}.{key} prefix. Activation is instance-global, but
  settings are per-company: two companies on the same instance can
  configure the same activated module differently.

- routes/api.php mounts GET /api/v1/company-modules at the root of the
  company API group and GET/PUT /api/v1/modules/{slug}/settings inside the
  existing modules prefix.

Frontend:

- BaseSchemaForm.vue is the central new component — a generic schema-driven
  form renderer that maps schema fields to BaseInput / BaseTextarea /
  BaseSwitch / BaseMultiselect by type, and builds Vuelidate rules
  dynamically from each field's rules array (supports required, email, url,
  numeric, min:N, max:N). New fields are added by extending the type ->
  component map.

- CompanyModulesIndexView.vue fetches /company-modules and renders a card
  grid (with empty/loading states); CompanyModuleCard.vue is the per-row
  component with the Settings button. ModuleSettingsView.vue fetches
  /modules/{slug}/settings, hands {schema, values} to BaseSchemaForm, and
  posts back on submit.

- Company-context routes.ts is rebuilt after the previous commit relocated
  the marketplace browser away. It now declares modules.index +
  modules.settings, both gated by manage-module ability.

- New api/services/{companyModules,moduleSettings}.service.ts thin clients.

- lang/en.json adds modules.index.{description,empty_title,empty_description},
  modules.settings.{title,open,saved,not_found,none}, and
  modules.sidebar.section_title. The sidebar key is added here even though
  the dynamic sidebar rendering lands in the next commit — keeping all i18n
  additions in one file edit avoids hunk-splitting lang/en.json.
2026-04-09 00:29:36 +02:00
Darko Gjorgjijoski
119a1712b0 Port expense report grouped itemized view + i18n + return types from master
Ports the net behaviour from three master commits into v3.0 as a single change, because v3.0 has already diverged structurally (controller moved from V1/Admin/Report to Company/Report, blade has its own CSS rework using the bundled fonts partial, and v3.0's App\Facades\Pdf replaces Barryvdh\DomPDF\Facade\Pdf). The three source commits are: 834b53ea (grouped itemized expenses), e22050bc (DomPDF facade + Pint — adapted to v3.0's App\Facades\Pdf), 0e9f18d4 (expenses.uncategorized + pdf_expense_group_total_label i18n keys + View|Response return type).

Controller: replaces the expenseCategories aggregate fetch with an itemized Expense query ordered by date, groups by category name with expenses.uncategorized fallback, and shares an expenseGroups collection of {name, expenses, total} plus the overall totalExpense. Adds expense_category_id to applyFilters. Updates the docblock return type from JsonResponse to View|Response. Keeps v3.0's App\Facades\Pdf.

Blade: replaces the single expenseCategories aggregate table with a per-group itemized table (date / note / amount columns + per-group total line using the new pdf_expense_group_total_label i18n key). Adds the item-table-* CSS classes and removes the old expense-total-table bottom block.

lang/en.json: adds expenses.uncategorized = "Uncategorized" and pdf_expense_group_total_label = "Group total:".
2026-04-07 17:28:34 +02:00
Darko Gjorgjijoski
04952d91ed Add Hebrew/Arabic/Devanagari/Sarabun font packages and unify Noto Sans into the package array
Closes the audit gaps from the original font system commit. The bundled NotoSans only covered Latin/Greek/Cyrillic but the descriptions claimed Arabic, Thai and Hindi too — that was false. DejaVu Sans, the prior dompdf default, did cover Hebrew, Arabic, Armenian and Georgian, so swapping it for NotoSans had silently regressed those scripts. The Thai conditional include was also dropped from every PDF template in that commit, leaving th locales rendering boxes despite THSarabunNew still sitting in resources/static/fonts/.

Adds four on-demand Font Packages — Noto Sans Hebrew, Noto Naskh Arabic (covering Arabic, Persian, Urdu, Sorani Kurdish), Noto Sans Devanagari (Hindi, Marathi, Sanskrit, Nepali) and Sarabun (Thai) — sourced from openmaptiles/fonts and google/fonts as static TTF. Static is mandatory because dompdf's PHP-Font-Lib does not parse variable fonts. Sarabun replaces THSarabunNew as the Thai face: same designer, OFL-licensed, maintained on a stable upstream URL, and surfaces through the same install flow as every other non-Latin script. The bundled THSarabunNew TTF files and the dead app/pdf/locale/th.blade.php legacy partial are removed as part of the migration.

Unifies the bundled Noto Sans into FONT_PACKAGES as a noto-sans entry with bundled => true and files served from resources/static/fonts/ instead of storage/fonts/. FontService::isInstalled, downloadPackage, getInstalledFontFaces and getPackageStatuses honor the flag through a new packageDir() helper. The hardcoded @font-face block in the PDF partial is gone — fonts.blade.php collapses to a single getInstalledFontFaces() call so the package array is the only source of truth for every face, bundled or on-demand. Admin → Font Packages now lists Noto Sans at the top with a primary-colored Bundled pill (new settings.fonts.bundled string) alongside the existing Installed badge / Install button states.

Also fixes the misleading settings.fonts.description and settings.fonts.bundled_info copy to actually describe what ships out of the box vs. what's optional, and rebuilds the en locale chunk.
2026-04-07 11:50:34 +02:00
Darko Gjorgjijoski
53932e9e16 Pluralize admin settings menu items and clarify Font Packages copy
Sidebar entries Backup and File Disk now read Backups and File Disks to match how the underlying pages actually behave (each one lists/manages multiple entries) and to align with the recently added Font Packages entry. The settings.{backup,disk}.title pluralization slots are collapsed to plural-only so the existing $t(..., 1) call sites in AdminBackupView, AdminFileDiskView and the legacy v1 BackupSetting view render the plural form on the page header without touching any Vue code.

Also finishes the Fonts → Font Packages rename: menu_title.fonts and fonts.title both read Font Packages, and fonts.description leads with 'used exclusively when generating PDF documents' so the PDF-only scope is unmissable.
2026-04-07 10:53:45 +02:00
Darko Gjorgjijoski
78ed332d06 Add per-user language preference with company default fallback
Existing accounts inherited the company language at creation time and there was no way to change UI language per user. Add a 'Default (Company Language)' entry to the language selector in UserGeneralView, persist the choice through userStore.updateUserSettings and reload the i18n bundle via window.loadLanguage. The 'default' sentinel keeps the user opted in to the company-wide setting.

Bootstrap (global.store) now syncs userForm from current_user data and resolves the active UI language as user > company > 'en'. RegisterController, InvitationRegistrationController and MemberService seed new users with language=default instead of copying the current company setting, so promoting/inviting members no longer leaks the inviter's frozen language.
2026-04-07 04:41:00 +02:00
Darko Gjorgjijoski
ba5c6c39ba Add multilingual PDF font system with Noto Sans and on-demand CJK packages
Bundle Noto Sans (Regular/Bold/Italic/BoldItalic) under resources/static/fonts/ as the default PDF face — it covers Latin, Cyrillic, Greek, Arabic, Thai and Hindi out of the box, replacing the limited DejaVu Sans fallback. Move all @font-face declarations into app.pdf.partials.fonts and include it from every invoice/estimate/payment/report template, dropping per-template font-family hardcodes and the conditional Thai locale include.

Introduce FontService + FontController to download static Noto Sans CJK packages (zh, zh_CN, ja, ko) from life888888/cjk-fonts-ttf on demand. GeneratesPdfTrait::ensureFontsForLocale primes the family before rendering and the partial emits @font-face rules for installed packages so dompdf resolves them through standard CSS — no separate registerFont() instance required. Static TTFs are mandatory because dompdf's PHP-Font-Lib does not parse variable fonts (fvar/gvar tables), which is why Google Fonts' NotoSansTC[wght].ttf rendered empty boxes.

Expose status/install via /api/v1/fonts/status and /api/v1/fonts/{package}/install with matching FONTS_STATUS / FONTS_INSTALL constants in scripts-v2/api/endpoints.ts. Flip DOMPDF_ENABLE_REMOTE default to true for remote asset loading.
2026-04-06 23:32:00 +02:00
Darko Gjorgjijoski
20085cab5d Refactor FileDisk system with per-disk unique names and disk assignments UI
Major changes to the file disk subsystem:

- Each FileDisk now gets a unique Laravel disk name (disk_{id}) instead
  of temp_{driver}, fixing the bug where multiple local disks with
  different roots overwrote each other's config.

- Move disk registration logic from FileDisk model to FileDiskService
  (registerDisk, getDiskName). Model keeps only getDecodedCredentials
  and a deprecated setConfig() wrapper.

- Add Disk Assignments admin UI (File Disk tab) with three purpose
  dropdowns: Media Storage, PDF Storage, Backup Storage. Stored as
  settings (media_disk_id, pdf_disk_id, backup_disk_id).

- Backup tab now uses the assigned backup disk instead of a per-backup
  dropdown. BackupsController refactored to use BackupService which
  centralizes disk resolution. Removed stale 4-second cache.

- Add local_public disk to config/filesystems.php so system disks
  are properly defined.

- Local disk roots stored relative to storage/app/ with hint text
  in the admin modal explaining the convention.

- Fix BaseModal watchEffect -> watch to prevent infinite request
  loops on the File Disk page.

- Fix string/number comparison for disk purpose IDs from settings.

- Add safeguards: prevent deleting disks with files, warn on
  purpose change, prevent deleting system disks.
2026-04-07 02:04:57 +02:00
Darko Gjorgjijoski
9ca998e64a Add Convert to Estimate feature for invoices
New backend endpoint POST /invoices/{id}/convert-to-estimate that
creates a draft estimate from an invoice, copying items, taxes,
custom fields, and financial data. Frontend wired with dropdown
action, store method, and API service call.
2026-04-06 22:57:03 +02:00
Darko Gjorgjijoski
e64529468c Replace deleted_files with manifest-based updater cleanup, add release workflow
- Add manifest.json generation script (scripts/generate-manifest.php)
- Add Updater::cleanStaleFiles() that removes files not in manifest
- Add /api/v1/update/clean endpoint with backward compatibility
- Add configurable update_protected_paths in config/invoiceshelf.php
- Update frontend to use clean step instead of delete step
- Add GitHub Actions release workflow triggered on version tags
- Add .github/release.yml for auto-generated changelog categories
- Update Makefile to include manifest generation and scripts directory
2026-04-06 19:27:33 +02:00
Darko Gjorgjijoski
74b4b2df4e Finalize Typescript restructure 2026-04-06 17:59:15 +02:00
Darko Gjorgjijoski
827c5c8938 Add collapsible sidebar with icon-only mode and tooltips
Desktop sidebar can be toggled between full width (w-56/w-64) and
collapsed icon-only mode (w-16). Collapsed state persists in
localStorage. Icons enlarge to w-6 h-6 when collapsed, labels
hidden, v-tooltip shows item names on hover. Group labels replaced
with thin dividers when collapsed. Toggle button pinned at bottom
with ChevronLeft/Right icon. Content area padding animates smoothly
with transition-all duration-300.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-04 03:45:00 +02:00
Darko Gjorgjijoski
7a1e2cd2c3 Rename Notes to Record Notes in company settings menu
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-04 02:48:00 +02:00
Darko Gjorgjijoski
eb0a588164 Refactor Administration entrypoint
We moved the administration item to the company switcher in the header
2026-04-04 01:36:28 +02:00
Darko Gjorgjijoski
c85051161b Improve NoCompanyView design and fix header for no-company state
Personalize welcome heading with user name, add descriptive subtitle,
improve invitation card styling, remove redundant logout button. Fix
hasCreateAbilities check in header to actually call the function.
Widen company switcher dropdown and improve invitation row layout.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-04 00:48:00 +02:00
Darko Gjorgjijoski
6343b4a17f Add invitation frontend: invite modal, pending invitations, no-company view
Members Index:
- "Invite Member" button opens InviteMemberModal (email + role dropdown)
- Pending invitations section shows below members table with cancel buttons
- Members store gains inviteMember, fetchPendingInvitations, cancelInvitation

CompanySwitcher:
- Shows pending invitations greyed out below active companies
- Each with Accept/Decline mini-buttons
- Accepting refreshes bootstrap and switches to new company

NoCompanyView:
- Standalone page for users with zero accepted companies
- Shows pending invitations with Accept/Decline or "no companies" message
- Route: /admin/no-company

Invitation Pinia store:
- Manages user's own pending invitations (fetchPending, accept, decline)
- Bootstrap populates invitations from API response

Global store:
- Bootstrap action stores pending_invitations from response
2026-04-03 23:20:41 +02:00
Darko Gjorgjijoski
8a6c085288 Rename company-scoped Users to Members throughout
Complete rename across backend and frontend:
- Controller: Company/Users/UsersController -> Company/Members/MembersController
- Service: UserService -> MemberService
- Requests: UserRequest -> MemberRequest, DeleteUserRequest -> DeleteMemberRequest
- API routes: /api/v1/users -> /api/v1/members (company-scoped only)
- Sidebar menu: "Users" -> "Members"
- Frontend: views/users -> views/members, stores/users -> stores/members
- Router: users.index -> members.index, /admin/users -> /admin/members
- i18n: new "members" section with invitation-related keys
- Tests: UserTest -> MemberTest

Admin/super-admin Users (system-wide user management) remains unchanged.
2026-04-03 23:12:30 +02:00
Darko Gjorgjijoski
dee17a1da8 Rename Roles to Company Roles in settings menu 2026-04-03 22:35:50 +02:00
Darko Gjorgjijoski
4bfec37a53 Switch User Settings from horizontal tabs to sidebar layout
Match the Company Settings design pattern: sidebar navigation on desktop
with dropdown on mobile, child routes rendered via RouterView. Each tab
(General, Profile Photo, Security) is now a BaseSettingCard with its own
route under /admin/user-settings/{general,profile-photo,security}.
2026-04-03 17:41:18 +02:00
Darko Gjorgjijoski
1ca915a0a3 Split CompanyController and introduce standalone User Settings page
Backend:
- Extract user profile methods (show, update, uploadAvatar) from
  CompanyController into new UserProfileController
- CompanyController now only handles company concerns (updateCompany,
  uploadCompanyLogo)
- Remove Account Settings from setting_menu config

Frontend:
- New /admin/user-settings page with 3 tabs: General, Profile Photo,
  Security (password change)
- User dropdown now links to /admin/user-settings instead of
  /admin/settings/account-settings
- Settings sidebar defaults to Company Information as first item
- Remove old monolithic AccountSetting.vue
2026-04-03 17:35:41 +02:00
Darko Gjorgjijoski
9432da467e Add super-admin Administration section and restructure global vs company settings
- Add Administration sidebar section (super-admin only) with Companies, Users, and Global Settings pages
- Add super-admin middleware, controllers, and API routes under /api/v1/super-admin/
- Allow super-admins to manage all companies and users across tenants
- Add user impersonation with short-lived tokens, audit logging, and UI banner
- Move system-level settings (Mail, PDF, Backup, Update, File Disk) from per-company to Administration > Global Settings
- Convert save_pdf_to_disk from CompanySetting to global Setting
- Add per-company mail configuration overrides (optional, falls back to global)
- Add CompanyMailConfigService to apply company mail config before sending emails
2026-04-03 10:35:40 +02:00
mchev
40e4ea931e PHP8.4 requirement 2026-03-24 07:07:41 +01:00
Abdulrazzaq Alhendi
65d1fdd3f0 feat(mail): add CC and BCC fields to email requests and forms (#466)
* feat(mail): add CC and BCC fields to email requests and forms

* chore: fmt
2026-02-06 01:59:38 +01:00
Christos Yiakoumettis
3e96297699 Add expense number at Expenses (#406)
* add expense number at expenses

* Re-order expense fields

* Rename expense_number migration

* Add expense_number to tests

---------

Co-authored-by: Darko Gjorgjijoski <dg@darkog.com>
2025-09-02 03:20:27 +02:00
Fabio Ribeiro
d69a56e2d5 feat: Tax included (#370)
* feat: Tax included

* Added a toggle switch in tax settings to enable the feature.
* Database migration adding tax_included field into estimates, invoices
  and recurring invoices table.
* Toggle switch to enable and store the tax_included by estimates,
  invoices and recurring invoices.
* In case of tax included enabled, total taxes will be recalculated and
  the invoices, estimates and recurring invoices total won't be sum with
  taxes.
* Apply tax included when discount_per_item/tax_per_item item is enabled.
* Custom component to show the net total when tax included is enabled.
* Update invoice and estimates pdfs with net total.

* chore: Tax included by default

A switch button inside the tax settings to enable the tax included by
default in invoices, estimates and recurring invoices.
2025-08-28 10:28:24 +02:00
mchev
bf5b544ca3 Adding Flat Tax support with fixed amount (#253)
* Possibility to set a fixed amount on tax types settings

* Pint and manage flat taxes on items

* Fix display errors and handle global taxes

* Tests

* Pint with PHP 8.2 cause with PHP 8.3 version it cause workflow error

* Merging percent and fixed amount into one column

* Now display the currency on SelectTaxPopup on fixed taxes
2025-05-04 02:24:56 +02:00
Tim van Osch
bf40f792c2 Feat(Gotenberg): Opt-in alternative pdf generation for modern CSS (#184)
* WIP(gotenberg): add pdf generation abstraction and UI

* feat(pdf): settings validate(clien+server) & save

* fix(gotenberg): Use correct default papersize
chore(gotengberg): Remove unused GOTENBERG_MARGINS env from .env

* style(gotenberg): fix linter/styling issues

* fix(pdf): use pdf config policy

* fix: revert accidental capitalization in mail config vue

* Update composer, remove whitespace typo

* Fix small typos

* fix cookie/env issue

* Add gotenberg to .dev, move admin menu item up
2025-05-04 02:10:15 +02:00
Fabio Ribeiro
8a9392e400 Fix: AWS SES Mailer (#365)
As reported on issue #357, the aws ses configuration was not able to
store because of the missing `ses` service config. Additionally was
added a `AWS Region` field to be used by the `ses`.

closes #357
2025-05-02 11:16:31 +02:00
Yannic Inselmann
b32c334a71 feat: default notes (#263)
* feat: default notes

* feat: include default invoice note in recurring invoice

* feat: use default export in tw config

* fix: test and naming

* fix: consistent ui for switch in note modal

* feat: little text improvements
2025-04-05 12:01:06 +02:00
Vid Čufar
ac1a582ecf fix: capitalise 'date' in PDF invoice due date label (#320) 2025-04-04 11:42:24 +02:00
Pureball
57776b7c7d fix: en translation spelling 2025-02-17 10:40:38 +01:00
Darko Gjorgjijoski
f52b73f517 Invoice time support (#269)
* Changed invoice date to datetime

* Fixed code style errors

* Update TimeFormatsController.php

* Update TimeFormatter.php

* Update TimeFormatsController namespace

* Fix missing comma in language file

* Fix formatting

---------

Co-authored-by: troky <troky2001@yahoo.com>
2025-01-12 13:32:47 +01:00
mchev
3f560a1de2 Add Amount Paid and Amount Due to Invoice PDF (#248)
* Display payment status on invoices

* Update en.json
2025-01-12 11:36:36 +01:00
OniriCorpe
e8dccb178b Specifying that a custom frequency should be in the cron format (#231) 2024-12-03 15:27:21 +01:00
Darko Gjorgjijoski
84c10264ed Add missing strings lost in merge (#200)
Issue #199
2024-11-02 21:47:22 +01:00
mchev
4db243e136 Merge branch 'master' into master 2024-11-02 10:31:53 +01:00
mchev
bc0c8d5348 Merge pull request #166 from mchev/customer_tax_id
Include a Tax ID field in both customer creation and invoices
2024-11-02 10:28:49 +01:00
Loduis Madariaga
f2ae4e17c8 enhance(wizard): update translations, refine icons, and add automated requirement verification 2024-10-17 07:24:17 -05:00
SalvaGR
0c86563375 fix: missing values in en.json translation (#179) 2024-10-15 20:53:08 +02:00
Martin Chevignard
03b9defeb1 Customers tax id field 2024-10-04 12:07:29 +02:00
Darko Gjorgjijoski
c8c75a6aa7 New Crowdin updates (#85)
* New translations en.json (Romanian)

* New translations en.json (French)

* New translations en.json (Spanish)

* New translations en.json (Arabic)

* New translations en.json (Bulgarian)

* New translations en.json (Czech)

* New translations en.json (German)

* New translations en.json (Greek)

* New translations en.json (Finnish)

* New translations en.json (Italian)

* New translations en.json (Japanese)

* New translations en.json (Lithuanian)

* New translations en.json (Macedonian)

* New translations en.json (Dutch)

* New translations en.json (Polish)

* New translations en.json (Russian)

* New translations en.json (Slovak)

* New translations en.json (Slovenian)

* New translations en.json (Swedish)

* New translations en.json (Turkish)

* New translations en.json (Ukrainian)

* New translations en.json (Chinese Traditional)

* New translations en.json (Vietnamese)

* New translations en.json (Portuguese, Brazilian)

* New translations en.json (Indonesian)

* New translations en.json (Persian)

* New translations en.json (Thai)

* New translations en.json (Croatian)

* New translations en.json (Latvian)

* New translations en.json (Hindi)

* New translations en.json (Serbian (Latin))

* New translations en.json (Macedonian)

* New translations en.json (Dutch)

* New translations en.json (Dutch)

* New translations en.json (Swedish)

* New translations en.json (Swedish)

* New translations en.json (Swedish)

* New translations en.json (Swedish)

* New translations en.json (Swedish)

* New translations en.json (Swedish)

* New translations en.json (Swedish)

* New translations en.json (Swedish)

* New translations en.json (Swedish)

* New translations en.json (Swedish)

* New translations en.json (Swedish)

* New translations en.json (Hindi)

* New translations en.json (Hindi)

* New translations en.json (Dutch)

* New translations en.json (Swedish)

* New translations en.json (Spanish)

* New translations en.json (French)

* New translations en.json (Indonesian)

* New translations en.json (Indonesian)

* New translations en.json (Vietnamese)

* New translations en.json (Vietnamese)

* New translations en.json (Vietnamese)

* New translations en.json (Vietnamese)

* New translations en.json (Vietnamese)

* New translations en.json (Vietnamese)

* New translations en.json (Vietnamese)

* New translations en.json (Slovak)

* New translations en.json (Vietnamese)

* New translations en.json (Slovak)

* New translations en.json (Slovak)

* New translations en.json (Portuguese, Brazilian)

* New translations en.json (German)

* New translations en.json (Spanish)

* New translations en.json (Spanish)

* New translations en.json (Finnish)

* New translations en.json (French)

* New translations en.json (German)

* Update source file en.json

* New translations en.json (Spanish)

* New translations en.json (Finnish)

* New translations en.json (French)

* New translations en.json (German)

* New translations en.json (Romanian)

* New translations en.json (Arabic)

* New translations en.json (Bulgarian)

* New translations en.json (Czech)

* New translations en.json (Greek)

* New translations en.json (Italian)

* New translations en.json (Japanese)

* New translations en.json (Lithuanian)

* New translations en.json (Macedonian)

* New translations en.json (Dutch)

* New translations en.json (Polish)

* New translations en.json (Russian)

* New translations en.json (Slovak)

* New translations en.json (Slovenian)

* New translations en.json (Swedish)

* New translations en.json (Turkish)

* New translations en.json (Ukrainian)

* New translations en.json (Chinese Traditional)

* New translations en.json (Vietnamese)

* New translations en.json (Portuguese, Brazilian)

* New translations en.json (Indonesian)

* New translations en.json (Persian)

* New translations en.json (Thai)

* New translations en.json (Croatian)

* New translations en.json (Latvian)

* New translations en.json (Hindi)

* New translations en.json (Serbian (Latin))
2024-09-24 19:51:47 +02:00
Darko Gjorgjijoski
9a46f892ab Add support for release channels (insider release channel) in Updater 2024-08-04 03:04:10 +02:00
Darko Gjorgjijoski
da600d0144 Add database overwrite checkbox on Install wizard
Allows overwriting the existing database when installing InvoiceShelf
2024-07-29 14:21:34 +02:00
mchev
bb8258036a Clone estimates (#97)
* Clone estimates

* Clone estimate test feature

* Resolve namespace

* Fix string to int for Carbon

* Fix homes routes and default queue key

* Move dropdown item below View and use the propper translation key
2024-06-06 12:16:41 +02:00