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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.
Introduction
InvoiceShelf is an open-source web app that helps you track expenses, record payments, and create professional invoices and estimates. It is self-hosted, multi-tenant, and built for individuals and small businesses that want to keep their books on their own infrastructure.
The web application is built with Laravel and Vue 3.
To get started using Docker Compose, follow the Installation guide.
Table of Contents
Documentation
System Requirements
- PHP 8.4+ is required (since v2.2.0, when InvoiceShelf moved to Laravel 13).
- Database: MySQL, MariaDB, PostgreSQL, or SQLite.
- Before updating from inside the app, verify your server meets the target version's PHP and extension requirements.
- The in-app updater verifies requirements and refuses to proceed if they are not met.
Download
Discord
Join the discussion on the InvoiceShelf Discord: Invite Link
Roadmap
Rough roadmap of things to come, not in any specific order:
- Automatic Update
- Email Configuration
- Installation Wizard
- Address Customisation & Default Notes
- Edit Email before Sending Invoice
- Available as a Docker image
- Performance Improvements
- Customer View Page
- Custom Fields on Invoices & Estimates
- Multiple Companies
- Recurring Invoices
- Customer Portal
- Decoupled system settings from company settings (v3.0)
- Proper multi-tenancy system (v3.0)
- Company member invitations with custom roles (v3.0)
- Dark mode (v3.0)
- Full TypeScript refactor of the frontend (v3.0)
- Improved backend architecture (v3.0)
- Security hardening (v3.0)
- Reworked installation wizard (v3.0)
- Module Directory (v3.0)
- Rewritten Payments module (v3.0)
- Accept Payments (Stripe integration)
- Improved template system for invoices and estimates
Translate
Help us translate InvoiceShelf into your language: https://crowdin.com/project/invoiceshelf
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License
InvoiceShelf is released under the GNU Affero General Public License v3.0. See LICENSE for the full text.
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