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).
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.
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.
Two follow-ups to the Services reorg that landed in 6d1816bd.
**Documents → Document** (singular). Documents/ was the only plural subdir in app/Services/ — every other bucket (Company, Mail, Module, Pdf, Storage, Update, ExchangeRate) was singular. Renaming to Document/ normalizes the whole tree.
**ExchangeRate → Integrations/ExchangeRate**. Introduces Integrations/ as an umbrella for external-service adapter subsystems. Exchange rate providers move in first; AI providers, payment gateways, and any other driver-pattern integrations land as sibling subdirs (Integrations/Ai/, Integrations/Payment/) without another reorg. Integrations/ was chosen over Providers/ to avoid conceptual collision with Laravel's app/Providers/ — 'check the providers' shouldn't be ambiguous.
17 files moved, 21 consumer files rewritten to point at the new namespaces via literal-string replacement (same approach as the previous reorg). 350 tests pass, Pint clean.
The app/Services/ directory had grown into 22 flat files at the root plus 7 uneven subdirectories — finding anything required scrolling through an alphabetical mix of small CRUD services, infrastructure drivers, and install-time utilities. This commit groups services by domain, folds Backup into a new Storage namespace, and moves framework-infrastructure and install-time helpers out of Services and into Support where they belong.
New Services layout: Documents/ (Invoice, Estimate, RecurringInvoice, Payment, Expense, Transaction, DocumentItem, SerialNumber, Currency — matches the 'Documents' navigation group); Company/ (Company, Member, Invitation); Mail/ (MailConfiguration, CompanyMailConfig); Storage/ (FileDisk, plus Backup folded in). ExchangeRateProviderService moves next to its drivers in ExchangeRate/; FontService moves into Pdf/ where it belongs. CustomerService, ItemService, CustomFieldService stay at the Services root as standalone single-file domains.
Moves to Support/: Hashids/ (library wrapper — not business logic); Setup/ (one-shot install-time utilities — stateless helpers); Pdf/ (ImageUtils, PdfTemplateUtils, plus the existing PdfHtmlSanitizer consolidated into the same subdir). These are all framework infrastructure and stateless utilities — the 'service' label never really fit them.
Namespace declarations in 29 moved files updated to match new paths. 62 consumer files (controllers, other services, tests, database factories, seeders, routes, bootstrap/providers.php) have their use statements rewritten via a literal-string replacement script — no regex meant no risk of half-matching. Three Documents services needed an explicit 'use App\Services\Mail\CompanyMailConfigService' added because the same-namespace short reference they relied on no longer resolves after the split.
Verified: composer dump-autoload, 350 tests pass (850 assertions), vendor/bin/pint clean, npm run build succeeds.
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.
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.
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.
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.
- 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
The web logout route called Auth::guard('web')->logout() but didn't
invalidate the session or regenerate the CSRF token. The browser kept
sending the old session cookie, causing CSRF token mismatch errors
when logging in as a different user.
When inviting an email without an InvoiceShelf account, the email now
links to a registration page (/register?invitation={token}) instead of
login. After registering, the invitation is auto-accepted.
Backend:
- InvitationRegistrationController: public details() and register()
endpoints. Registration validates token + email match, creates account,
auto-accepts invitation, returns Sanctum token.
- AuthController: login now accepts optional invitation_token param to
auto-accept invitation for existing users clicking the email link.
- CompanyInvitationMail: conditional URL based on user existence.
- Web route for /invitations/{token}/decline (email decline link).
Frontend:
- RegisterWithInvitation.vue: fetches invitation details, shows company
name + role, registration form with pre-filled email.
- Router: /register route added.
Tests: 3 new tests (invitation details, register + accept, email mismatch).
Redistribute methods:
- show() -> BootstrapController::currentCompany()
- store(), destroy(), userCompanies() -> Admin\CompaniesController
- transferOwnership() -> CompanySettingsController
Security fix: introduce 'owner' role for company-level admin, distinct
from 'super admin' which is now global platform admin only.
- CompanyService::setupRoles() creates 'owner' role per company
- Company creation assigns scoped 'owner' role instead of global 'super admin'
- Seeders updated to assign 'owner'
Migration renames all existing company-scoped 'super admin' roles to
'owner' and ensures every company owner has the role assigned.
Merge InvoicePdfController, EstimatePdfController, PaymentPdfController
into DocumentPdfController with invoice(), estimate(), payment() methods.
Delete DownloadInvoicePdfController and DownloadPaymentPdfController
(dead code — not mapped in any routes).
Move DownloadReceiptController logic to ExpensesController::downloadReceipt()
(expense receipts, not PDF documents).
Merge CompanyCurrencyCheckTransactionsController into
CompanySettingsController as checkTransactions() method.
Merge UserSettingsController into UserProfileController as
showSettings() and updateSettings() methods — both operate on
the authenticated user (/me routes).
Merge 7 single-action pipeline controllers (checkVersion, download,
unzip, copy, delete, migrate, finish) into UpdateController with named
methods. Remove dead UpdateController that duplicated the same logic
but wasn't referenced in routes. Extract shared owner check into
private ensureOwner() helper. Route URLs unchanged.
The Mobile namespace only contained an API auth controller (Sanctum token
login/logout/check) that is not mobile-specific. Relocated to
Company/Auth/AuthController alongside the other auth controllers.
V1/Admin -> Company (company-scoped controllers)
V1/SuperAdmin -> Admin (platform-wide admin controllers)
V1/Customer -> CustomerPortal (customer-facing portal)
V1/Installation -> Setup (installation wizard)
V1/PDF -> Pdf (consistent casing)
V1/Modules -> Modules (drop V1 prefix)
V1/Webhook -> Webhook (drop V1 prefix)
The V1 prefix served no purpose - API versioning is in the route prefix
(/api/v1/), not the controller namespace. "Admin" was misleading for
company-scoped controllers. "SuperAdmin" is now simply "Admin" for
platform administration.
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
Merge GetCompanySettingsController + UpdateCompanySettingsController into
CompanySettingsController with show() and update() methods.
Merge GetUserSettingsController + UpdateUserSettingsController into
UserSettingsController with show() and update() methods.
Absorb GetCompanyMailConfigurationController into
CompanyMailConfigurationController as getDefaultConfig() method.
Removes 5 single-action controllers, down to 4 Settings controllers.
Backup, Update, Modules, and global Settings controllers (mail config,
PDF config, disk management, global settings) are application-wide features
not scoped to a company. Move them from Admin/ to SuperAdmin/ to match the
v3.0 UI structure where these live under Administration.
Company-scoped settings controllers remain in Admin/Settings/.
Relocate all 14 files from the catch-all app/Space namespace into proper
locations: data providers to Support/Formatters, installation utilities to
Services/Installation, PDF utils to Services/Pdf, module/update classes to
Services/Module and Services/Update, SiteApi trait to Traits, and helpers
to Support.
Extract ~1,400 lines of business logic from 8 fat models (Invoice, Payment,
Estimate, RecurringInvoice, Company, Customer, Expense, User) into 9 new
service classes with constructor injection. Controllers now depend on
services instead of calling static model methods. Shared item/tax creation
logic consolidated into DocumentItemService.
- 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
* 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
* Convert string references to `::class`
PHP 5.5.9 adds the new static `class` property which provides the fully qualified class name. This is preferred over using strings for class names since the `class` property references are checked by PHP.
* Use Faker methods
Accessing Faker properties was deprecated in Faker 1.14.
* Convert route options to fluent methods
Laravel 8 adopts the tuple syntax for controller actions. Since the old options array is incompatible with this syntax, Shift converted them to use modern, fluent methods.
* Adopt class based routes
* Remove default `app` files
* Shift core files
* Streamline config files
* Set new `ENV` variables
* Default new `bootstrap/app.php`
* Re-register HTTP middleware
* Consolidate service providers
* Re-register service providers
* Re-register routes
* Re-register scheduled commands
* Bump Composer dependencies
* Use `<env>` tags for configuration
`<env>` tags have a lower precedence than system environment variables making it easier to overwrite PHPUnit configuration values in additional environments, such a CI.
Review this blog post for more details on configuration precedence when testing Laravel: https://jasonmccreary.me/articles/laravel-testing-configuration-precedence/
* Adopt anonymous migrations
* Rename `password_resets` table
* Convert `$casts` property to method
* Adopt Laravel type hints
* Mark base controller as `abstract`
* Remove `CreatesApplication` testing trait
* Shift cleanup
* Fix shift first issues
* Updating Rules for laravel 11, sanctum config and pint
* Fix Carbon issue on dashboard
* Temporary fix for tests while migration is issue fixed on laravel side
* Carbon needs numerical values, not strings
* Minimum php version
* Fix domain installation step not fetching the correct company_id
* Fix Role Policy wasn't properly registered
---------
