The per-line item description typed into the row's textarea was never
saved. BaseItemSelect's description field pushes edits out only via an
`update:description` emit, but DocumentItemRow (the single shared row used
by invoices, estimates, and recurring invoices) wired only `@search` and
`@select` — so the emit was dropped and `form.items[index].description`
never updated. On submit the field was lost; a catalog item's description
also reverted on the next re-render.
Capture the event and route it through the existing `updateItemAttribute`
store updater, mirroring how name/quantity/price/discount already sync.
One fix covers all three document types since they share the row.
Also add the missing `items.*.description` nullable rule to
RecurringInvoiceRequest for parity with the invoice/estimate requests.
The backend already persisted and returned description correctly; this was
purely a dropped frontend event.
- MainLogo.vue: new 'receipt + check' mark + InvoiceShelf wordmark lockup
(monochrome, inherits the existing light/dark colour props — works in the
header, auth, installation, sidebar, loader, and customer portal).
- Favicons + PWA icons regenerated from the new mark (16/32/180/192/512/150 +
favicon.ico); safari-pinned-tab.svg redrawn to the new mark; mask-icon colour
#5851d8 -> #4a3dff.
- New brand SVG assets (logo-mark + variants + lockup) added under static/img;
logo-gray.png (public-invoice footer) regenerated as the mono mark.
Fix the broken ESLint setup: add vue-eslint-parser and @typescript-eslint/parser
and wire the TS parser into eslint.config.mjs so .ts and <script lang=ts> parse
(was failing outright). Clear the resulting backlog to a clean 0/0 baseline —
fix genuine issues, relax two intentional-pattern rules (multi-word-component-names,
no-required-prop-with-default).
Add a committed .githooks/pre-commit (enabled via core.hooksPath, auto-set by the
prepare script) that runs Pint on staged PHP and ESLint --max-warnings 0 on staged
resources/scripts JS/TS/Vue, blocking on failure. Add composer/npm lint scripts and
document the gate in CLAUDE.md.
Replace every scattered v-html with a single audited BaseSanitizedHtml component
that DOMPurify-sanitizes its input (new utils/markdown.ts sanitizeHtml), so
server/registry-provided HTML is actually sanitized and vue/no-v-html stays enabled
everywhere but one reviewed sink.
Remove 10 unused/redundant frontend dependencies (@stripe/stripe-js, maska,
@vuelidate/components, path, mini-svg-data-uri, @types/node, @tailwindcss/forms,
brace-expansion [kept only as a resolutions pin], moment, guid).
Replace moment with the already-present date-fns via a shared utils/date-range.ts
(used by the 4 report views), and guid with native crypto.randomUUID(). Add
tsconfig ignoreDeprecations so the vue-tsc typecheck script can run.
The conversation-list sidebar header and the chat panel header lived
in separate columns with different heights — the "+ New conversation"
wrapper was ~60px (p-3 + py-2 button) while the "AI Assistant" header
was ~44px (p-3 + small icon/text). The resulting staircase looked
unintentional.
Pins both to h-12 (48px) so they form a single unified top bar across
the drawer. Shrinks the "+ New conversation" button to text-xs /
py-1 / px-2 so it fits the tighter height without clipping, and
switches its alignment to center to match the compacter footprint.
Extracts the two inline LLM prompts (AiAssistantService's chat system
prompt and AiTextGenerationService's writing preamble) out of PHP
heredocs and into plain-markdown template files under resources/ai/
prompts/. Each file can now be edited without opening a service
class, without wrestling with PHP string interpolation, and with
proper markdown syntax highlighting in editors.
A tiny PromptLoader helper at app/Support/Ai/PromptLoader.php reads
the file and does {{placeholder}} substitution via strtr() — no
Blade, because Blade's {{ $var }} HTML-escapes ampersands and quotes,
which is wrong for LLM prompts (a company called "Smith & Co" would
be sent as "Smith & Co"). Missing templates throw RuntimeException
so they fail loud during development.
Pure refactor: no prompt wording changes. Existing AI feature tests
(AiChatFlowTest, AiGenerationTest) pass unchanged — they assert on
message structure via ScriptedAiDriver, not on prompt content. Three
new unit tests in PromptLoaderTest lock the helper's contract:
placeholder substitution, no-var loading, missing-file error.
The AI chat drawer was rendering assistant responses as plain text,
so code blocks, lists, tables and inline formatting came through as
literal asterisks and backticks — noisy and hard to scan.
Adds a shared renderMarkdown() helper in resources/scripts/utils/
markdown.ts that parses GFM markdown via marked and sanitizes the
result with DOMPurify before handing it to Vue's v-html. AiChatMessage
uses the helper for assistant messages only; user messages stay as
plain text since markdown syntax in their own typed input would be
surprising.
Assistant bubbles get the Tailwind `prose prose-sm` classes from the
already-enabled @tailwindcss/typography plugin so headings, lists and
code blocks inherit sensible defaults without per-element styling.
Security: DOMPurify runs in its default browser profile, which strips
<script>, event handlers, javascript: URLs and every other XSS vector.
The AI provider isn't a trusted source — it can echo arbitrary user
input and tool-call results from the database — so sanitization is
non-negotiable even though the immediate source is our own backend.
Sets the default AI chat model to anthropic/claude-sonnet-4.6 and the
default text-generation (WYSIWYG writing) model to anthropic/claude-
haiku-4.5 across all three layers where defaults live: the backend
hydrateDefaults() fallback in AiConfigurationService, the frontend
createDefaults() in AiConfigurationForm, and the docblock example in
AiTextGenerationService.
Refreshes the DriverRegistryProvider suggested-model list to only
include recent models from Anthropic (Sonnet 4.6, Haiku 4.5, Opus
4.6), OpenAI (GPT-5.4, GPT-5.4 mini), Google (Gemini 3.1 Pro preview,
Gemini 3.1 Flash Lite preview) and Z.AI (GLM 5.1, GLM 4.7 Flash).
Drops GPT-4o, Claude 3.5, Gemini 1.5 and Llama 3.3.
The underlying config still accepts any OpenRouter model ID, so the
suggested list is purely a UX surface — existing companies with a
custom ai_chat_model retain their value untouched.
When the Sanctum session/token expires, /api/v1/bootstrap returns 401
Unauthenticated, CompanyLayout's initializeLayout() throws, and
isAppLoaded stays false — leaving the user on a spinning loader with
no way out but a hard refresh to /login.
Adds a response interceptor to the main axios client that catches any
401, clears stale auth state (auth.token, selectedCompany, isAdminMode),
and navigates to /login?next=<original-path> so the user lands back
where they were after re-auth. Exempts /login, /logout, /sanctum/csrf-
cookie (where a 401 is a legitimate form/flow signal, not a session
expiry), and guards against redirect loops via a module-level flag
that collapses concurrent 401s into a single navigation. Also bails
out on the login route itself, on /installation, and on customer-
portal routes (which already have their own handling in the router
guard).
LoginView reads the ?next query param on successful login (sanitized
to same-origin paths only, rejecting protocol-relative and absolute
URLs so a crafted link can never open-redirect) and redirects there,
falling back to /admin/dashboard.
The router is imported dynamically inside the interceptor to break the
client → router → guards → stores → client circular that a top-level
import would create. Vite bundles the dynamic import into the main
chunk, so it's free at runtime.
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.
Removes three layered gates that kept the Danger Zone completely hidden unless the current user had more than one company:
1. SettingsLayoutView's showDangerZone computed no longer checks companies.length > 1 — just is_owner. 2. DangerZoneView drops the v-if that wrapped the delete button with the same check. 3. Admin\\CompaniesController::destroy() drops the companies_count <= 1 early-return that was enforcing the rule server-side (translation key You_cannot_delete_all_companies was inline in the controller, not in lang files or tests, so nothing else needs cleanup).
The reasoning behind the old gate was that a user with zero companies would be stranded. That's a misread of how the app degrades: /admin/no-company already exists as a graceful fallback view, and the user can create a fresh company from there to recover. Hiding the entire delete flow just to avoid that fallback UX was overkill — the name-confirmation modal already prevents accidental deletion.
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.
Exchange rate providers are now pluggable via the module Registry. The four built-in drivers (currency_converter, currency_freak, currency_layer, open_exchange_rate) move from a static config array into App\\Providers\\DriverRegistryProvider, which calls Registry::registerExchangeRateDriver() for each during app boot with metadata the frontend needs: label (i18n key), website (help-text URL), and config_fields (schema for driver-specific driver_config JSON).
The Currency Converter's server-type selector and dedicated URL field — previously hardcoded in ExchangeRateProviderModal.vue — are now just another config_fields entry with a visible_when rule that shows the URL input only when type=DEDICATED. Any module that wants to ship a custom driver gets the same treatment for free: declare config_fields in the registration, and the host app's modal renders them automatically.
ExchangeRateDriverFactory::make() falls back to Registry::driverMeta() when a name isn't in the local built-in map, and availableDrivers() merges both sources. ConfigController handles the exchange_rate_drivers key specially by mapping Registry::allDrivers('exchange_rate') to enriched option objects, so the config-file route still works for every other key. The static exchange_rate_drivers + currency_converter_servers arrays in config/invoiceshelf.php are deleted.
Unit tests cover the new Registry::register/flushDrivers, the factory merging built-ins with Registry-contributed drivers, and the factory rejecting unknown names. A feature test exercises the end-to-end /api/v1/config?key=exchange_rate_drivers response shape.
NOTE: this commit depends on invoiceshelf/modules package commit e44d951 which adds the Registry driver API. The package needs to be released and pinned in composer.json before a fresh composer install on this commit will work.
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.
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.
CompanyModulesController attaches a translated display_name to each module before returning the list. ModuleSettingsController gains a translateSchema() helper that resolves section titles and field labels against the host app's i18n store before sending the schema to the frontend, so module authors can keep their 'my_module::settings.field' keys and users still see localized strings.
Per-module settings now open in an inline ModuleSettingsModal rather than routing to a standalone page. The modal reuses BaseSchemaForm for rendering, so the whole interaction takes place in-context next to the module card the user clicked — no navigation, no loss of place.
CompanyModuleCard displays the translated display_name instead of the raw slug and emits open-settings with the module payload; the parent view hands that to the modal store.
ModuleCard moves badges to the top-right, shows a cover placeholder when art is missing, and drops the rating/pricing chrome that was never populated by the marketplace. ModuleDetailView splits into a hero row (cover + module info, two-thirds width) plus a sticky action card on the right (one-third) so install/update/purchase buttons stay visible when scrolling long descriptions.
ModuleIndexView promotes the marketplace API token form to a persistent card at the top of the page and adds an authenticated/premium status pill so super-admins can see whether the current token unlocks premium listings. The tabs and empty state were reorganized so 'installed' and 'marketplace' feel like peers.
The admin modules store tracks marketplace auth status, adds checkApiToken() and setApiToken() methods, and unifies the install-request shape into ModuleInstallPayload so both the free and paid install buttons route through the same code path.
Rewires module installation to use slug + version + checksum_sha256 instead of the opaque module identifier. ModuleInstaller splits marketplace token handling out of install() into helpers, adopts structured error responses, and validates the downloaded archive's SHA-256 against the marketplace manifest before unpacking.
ModuleResource is simplified to accept an already-loaded installed-module instance rather than fetching it from state, exposes access_tier and checksum fields, and drops the auto-disable-on-unpurchased side effect that was bleeding write logic into a read resource. UnzipUpdateRequest accepts a nullable module with a conditional module_name field so the same endpoint serves both app and module updates.
ModulesPolicy::manageModules now short-circuits for super-admins so administration flows (token validation, store state) are not blocked on a company-scoped ability. Two new feature tests cover both the authorization bypass and ModuleResource serialization.
Currency dropdowns now display the most-traded currencies (USD, EUR, GBP,
JPY, CAD, AUD, CHF, CNY, INR, BRL) at the top, followed by the rest
alphabetically. The install wizard defaults to USD instead of EUR and
formats currency names as "USD - US Dollar" for consistency with the
rest of the app.
The sidebar gains a new section that lists each currently-activated module
as a direct shortcut to its settings page. This is the always-visible
companion to the company-context Active Modules index — both surface the
same set of modules, but the index is the catalog landing page and the
sidebar group is the per-module quick access.
- BootstrapController returns module_menu populated from
\InvoiceShelf\Modules\Registry::allMenu(), but only on the company-context
branch — not on the super-admin branch (lines 53-69), since super admins
don't see the dynamic group. Because nwidart only boots service providers
for currently-activated modules, the registry naturally contains only
active modules at request time, no extra filtering needed.
- bootstrap.service.ts BootstrapResponse type extended with
module_menu?: ModuleMenuItem[]; new ModuleMenuItem interface
(title/link/icon) — shaped distinctly from MenuItem because module entries
use namespaced i18n keys and don't carry group/ability metadata.
- global.store.ts exposes a moduleMenu ref + a hasActiveModules computed.
- SiteSidebar.vue appends a new "Modules" section after the existing
menuGroups output, in both the mobile (Dialog) and desktop branches. The
section is hidden when hasActiveModules is false. Uses the
modules.sidebar.section_title i18n key added in the previous commit.
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.
The module marketplace browser UI (ModuleIndexView, ModuleDetailView,
ModuleCard, the four-step installer store) was filed under
features/company/modules/ only by historical accident — it's authorized via
the manage modules ability (super-admin-only) and conceptually belongs in the
admin context, not the company context.
- Move features/company/modules/{store.ts, views/ModuleIndexView.vue,
views/ModuleDetailView.vue, components/ModuleCard.vue} to
features/admin/modules/.
- Update hardcoded /admin/modules/... paths in the moved files to
/admin/administration/modules/... so the breadcrumbs and ModuleCard
navigation target the new admin-context routes.
- Tighten the four-step installer's silent catch {} blocks in the moved
store.ts: errors were being swallowed, now they dispatch through the
global notification store instead.
- New features/admin/modules/routes.ts declares admin.modules.index +
admin.modules.view as children of /admin/administration with
meta.isSuperAdmin: true.
- features/admin/{index,routes}.ts re-export and mount the relocated routes.
- config/invoiceshelf.php gains a new AdminModules entry in admin_menu
pointing at /admin/administration/modules with super_admin_only: true.
- The dev-gated navigation.modules entry in main_menu is replaced (not
deleted) with a non-gated entry pointing at the new company-context
Active Modules index page that lands in the next commit. The
ability is set to manage modules so non-owners can't see it.
The new company-context Active Modules index, schema-driven settings page,
and dynamic sidebar group are introduced in subsequent commits.
The vestigial App\Services\Module\Module static class — with its unused
\$scripts / \$styles / \$settings registries — never had any of its helpers
wired up. The new InvoiceShelf\Modules\Registry shipped from the
invoiceshelf/modules package supersedes it cleanly: same static-array surface
(\$menu, \$settings, \$scripts, \$styles), but lives outside the host app so
third-party modules can depend on it without importing v3-app internals.
Three consumers in the host app are migrated to the new namespace:
- ScriptController and StyleController (the HTTP endpoints that serve
module-registered JS/CSS assets at /modules/scripts/{name} and
/modules/styles/{name}) now look up paths via Registry::scriptFor() and
Registry::styleFor() instead of Arr::get(ModuleFacade::all*(), \$name).
Also tightens type hints — Request import + Response return type.
- resources/views/app.blade.php iterates Registry::allStyles() /
Registry::allScripts() to inject module-supplied <link>/<script> tags into
the main layout. Same Akaunting-style asset injection mechanism, just
reading from the new namespace.
Both Module and ModuleFacade are deleted — they had no remaining callers
after this migration.
Port of master's 241ec092 (Feat: Automatically set due date when invoice date is changed). The original commit was a JavaScript Options-API watcher in the deleted v1 InvoiceCreate.vue; v3.0's equivalent is a Composition-API TypeScript view at resources/scripts/features/company/invoices/views/InvoiceCreateView.vue, so this is a re-implementation rather than a cherry-pick.
Behaviour: if the company setting invoice_set_due_date_automatically is 'YES', a watcher on invoiceStore.newInvoice.invoice_date recomputes the due date as invoice_date + invoice_due_date_days whenever the invoice date changes. A second watcher on due_date tracks whether the user has manually edited it; if the manual value is still valid (>= the new invoice date) it is left alone, otherwise the auto value takes over. An isAutoUpdatingDueDate guard avoids a feedback loop when the watcher writes back to the store.
Uses moment for the date math, matching the original master commit and several other v3.0 features (reports, CreateCustomFields) that already import moment. companyStore is newly imported in this view to read selectedCompanySettings.
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:".
Updates CLAUDE.md to reflect the actual current state of the codebase: rewrites the Frontend section to point at main.ts / features-folder layout / @ alias (the previous text still pointed at the deleted v1 main.js / admin-router.js / admin/stores paths), expands Backend Patterns with the FileDisk + disk-assignments model and the per-user 'default' language sentinel, and adds two new sections — PDF Font System (the on-demand Font Packages mechanism plus the two non-obvious dompdf constraints around variable fonts and font-family fallback) and CSS Theme Tokens (the @theme inline registration model, all currently-defined token categories, the [data-theme=dark] attribute switch, the two-step ritual for adding a new token, and the no-hardcoded-values convention).
Cleans up two scripts-v2 leftovers from the rename refactor: resources/css/invoiceshelf.css had four @source directives — two pointing at the long-deleted scripts-v2/ directory and one pointing at scripts/**/*.js (the new directory has zero .js files, only .vue and .ts), collapsed down to the two correct ones. CONTRIBUTING.md still pointed contributors at 'patterns in resources/scripts-v2/' — fixed to resources/scripts/.
Rewrites resources/scripts/layouts/AuthLayout.vue from scratch using only the @theme tokens defined in themes.css and registered via @theme inline in invoiceshelf.css. The new layout is a centered card on the existing bg-glass-gradient utility, using the same visual vocabulary as BaseCard (bg-surface, rounded-xl, border-line-default, shadow-sm) so the auth pages read as a smaller, simpler version of the admin's existing card pattern. Both light and dark mode work automatically because every color references a theme token rather than a hardcoded hex/rgb.
Drops the previous attempt's hardcoded #0a0e1a / #fbbf24 / #f5efe5 palette, the imported Google Fonts (Fraunces / Manrope / JetBrains Mono — replaced with the project default Poppins via font-base), the local --ink / --brass / --cream CSS variables that ignored [data-theme=dark], and the :deep() overrides that forced BaseInput / BaseButton into a custom underline style. The form components now render in the auth card identically to how they render anywhere else in the admin — same components, same theme tokens, no overrides.
Removes four legacy SVG decorations from the original two-panel design: LoginPlanetCrater, LoginBackground, LoginBackgroundOverlay, LoginBottomVector. The page now has no decorative imagery — the bg-glass-gradient utility carries the visual mood.
Adds w-full justify-center to the four auth-form submit buttons (LoginView, ForgotPasswordView, ResetPasswordView, RegisterWithInvitationView) so they fill the auth card width with their labels centered. Done at the call site rather than via :deep() so BaseButton stays untouched and the rest of the admin keeps its inline button style. Route-aware heading/subheading copy is preserved for all four auth views, and the four window.* admin customization hooks (login_page_logo, login_page_heading, login_page_description, copyright_text) still work.
Now that the legacy v1 frontend (commit 064bdf53) is gone, the v2 directory is the only frontend and the v2 suffix is just noise. Renames resources/scripts-v2 to resources/scripts via git mv (so git records the move as renames, preserving blame and log --follow), then bulk-rewrites the 152 files that imported via @v2/... to use @/scripts/... instead. The existing @ alias (resources/) covers the new path with no extra config needed.
Drops the now-unused @v2 alias from vite.config.js and points the laravel-vite-plugin entry at resources/scripts/main.ts. Updates the only blade reference (resources/views/app.blade.php) to match. The package.json test script (eslint ./resources/scripts) automatically targets the right place after the rename without any edit.
Verified: npm run build exits clean and the Vite warning lines now reference resources/scripts/plugins/i18n.ts, confirming every import resolved through the new path. git log --follow on any moved file walks back through its scripts-v2 history.
The resources/scripts/ directory was the original Vue 2 / Pinia v1 admin and customer-portal SPA. It has been fully orphaned for some time — vite.config.js has zero entry points pointing at it and the only blade @vite() reference in resources/views/app.blade.php loads scripts-v2/main.ts. The directory was pure dead code.
Removes 424 .vue / .js / store / router / helper files (~2.7 MB) so that resources/scripts-v2/ can be renamed back to resources/scripts/ in a follow-up commit, dropping the v2 suffix now that there is no v1 left.
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.
Switch the BaseModal panel container from overflow-hidden to overflow-visible so multiselect dropdowns, autocompletes and tooltips can render outside the modal bounds. Same fix as the settings layout panel earlier — Headless UI's dialog still clips at the viewport, and the modal panel keeps its rounded-xl corners through its own bg-surface background, so removing the clip exposes no square-corner regression on existing modals.
Switch the settings layout content wrapper from overflow-hidden to overflow-visible in SettingsLayoutView, UserSettingsLayoutView and AdminSettingsView so multiselect dropdowns and tooltips can render outside the panel without being clipped.
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.
Adds AdminFontView with package list, install buttons, status indicators and toast notifications backed by /api/v1/fonts/status and /api/v1/fonts/{package}/install. Wires the new admin.settings.fonts lazy route and a Languages-icon menu entry under Admin → Settings.
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.
The @font-face URLs in resources/views/app/pdf/locale/th.blade.php pointed to resource_path('static/static/fonts/THSarabunNew*.ttf'), which does not exist on disk, so dompdf fell back to a default face when rendering Thai PDFs. Drop the duplicated segment so the bundled THSarabunNew TTFs resolve correctly.
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.
The customer portal bootstrap now returns current_company_currency
alongside the customer's own currency. The store falls back to the
company currency when the customer has no currency assigned.
Fixes#142
CompanyResource now includes user_role — the authenticated user's
Bouncer role title scoped to that company (e.g. "Owner"). Displayed
as a subtitle under each company name in the switcher dropdown.
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.
SendInvoiceModal and SendEstimateModal were only mounted on detail
views. Resend from table dropdowns did nothing because the modal
component was not in the DOM. Added to index views and dashboard.
Pass canCreatePayment and canCreateEstimate props to InvoiceDropdown
from detail view and dashboard.
Copy PDF URL now checks window.isSecureContext before using
navigator.clipboard, falls back to textarea+execCommand on HTTP,
and shows a success notification.
Invoice dropdown: Mark as Sent uses its own condition instead of
reusing Send, Resend hidden in detail view.
Estimate dropdown: Mark as Accepted/Rejected hidden when already in
the other terminal state, Convert to Invoice hidden on rejected
estimates. Added Convert to Estimate action for invoices.
fetchBasicMailConfig() was calling the wrong endpoint (company-config
instead of default config). Also, the response has no .data wrapper so
from_mail was never extracted. Fixed in all three send modals.
Estimate and payment preview blob construction now falls back to the
raw response when .data is undefined, matching the invoice modal.
Global percentage taxes are now recalculated when items or discount
change, preventing stale tax amounts. Math.round() applied to
sub_total, total, and tax in invoice/estimate submit payloads to
ensure the backend always receives whole-cent integers.
Read default_invoice_template and default_estimate_template from
useUserStore().currentUserSettings instead of relying on a parameter
that was never passed from the create views.
- Fix exchange-rate service types to match actual backend response shapes
(exchangeRate array, activeProvider success/error, used currencies as strings)
- Add ExchangeRateConverter to payments, expenses, and recurring invoices
- Set currency_id from customer currency in invoice/estimate selectCustomer()
- Load globalStore.currencies in ExchangeRateConverter on mount
- Pass driver/key/driver_config params to getSupportedCurrencies in provider modal
- Fix OpenExchangeRateDriver validateConnection to use base=USD (free plan compat)
- Fix checkActiveCurrencies SQLite whereJsonContains with array values
- Remove broken currency/companyCurrency props from ExpenseCreateView, use stores
- Show base currency equivalent in document line items and totals when exchange
rate is active
- 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