1. Introduction

Advanced AI Business Assistant transforms Dolibarr ERP & CRM into an intelligent, AI‑powered ERP. It acts as a true business copilot — comparable to Microsoft Copilot, Google Gemini for Workspace, Salesforce Einstein, SAP Joule and Oracle Digital Assistant — but fully integrated with Dolibarr. It understands natural language, queries every Dolibarr module, generates documents, automates repetitive operations, produces recommendations and predictive analyses, and assists managers, sales reps, accountants, HR, stock managers, quality officers, project managers, purchasing, after‑sales and Dolibarr administrators in their daily tasks.

1.1 Key differentiators

·       Multi‑provider AI (11 engines) with a zero‑config built‑in local assistant and automatic fallback.

·       Real data awareness — the assistant reads live Dolibarr data and answers with figures, tables and actions.

·       10 specialised business copilots plus autonomous agents and an automation engine.

·       Enterprise‑grade security (RBAC, CSRF, RGPD masking, quotas, cost limitation).

·       Extensible by design — add providers, agents, connectors and objects without touching the core.

2. Feature Catalogue

Conversational assistant

Full‑page chat and a floating widget available on every Dolibarr page. Contextual, multilingual, data‑aware answers; conversation history and favourites.

AI providers

OpenAI (GPT), Anthropic Claude, Google Gemini, Mistral AI, DeepSeek, Azure OpenAI, OpenRouter, HuggingFace, Ollama (local), any OpenAI‑compatible endpoint, and a built‑in local assistant. Temperature, tokens, endpoint and model are configurable per provider.

Business copilots

CRM, Sales, Accounting, HR, Stock, Projects, Production, After‑Sales, Marketing and Management — each with curated quick‑actions and a domain prompt library.

AI agents

Autonomous agents with objective, memory, rules, actions, limits, permissions and autonomy level.

AI automations

Event‑driven and scheduled AI actions: create, modify, validate, relaunch, send, analyse, forecast, classify, archive, reply, notify.

Document & content generation

Quotes, invoices, contracts, letters, emails, reports, minutes, specifications, product sheets, procedures, product descriptions, newsletters, social posts, FAQ, documentation.

Intelligent search

Semantic, cross‑source search over knowledge, prompts, documents and history, with an ask‑the‑AI shortcut.

Predictive analysis

Revenue forecast, cashflow, churn risk, stock rupture, project delays, anomaly detection.

Recommendations

Prioritised, confidence‑scored business recommendations across all domains.

Prompt library

Versioned, categorised, shareable prompts with variables.

Knowledge base

FAQ, procedures, tutorials, wiki and internal notes.

Dashboard & reporting

Futuristic glassmorphism control‑center with 16+ KPIs and dynamic charts; reporting suite with CSV export.

Security & RGPD

Grouped permissions, audit log, sensitive‑data masking, per‑user quotas, monthly cost ceiling, secure key storage.

Multilingual

French, English, Spanish, Italian, German via the official Dolibarr language system.

3. Product Tour

The dashboard is the futuristic cockpit of the module. Its hero banner surfaces the active provider, executed automations, conversations and measured AI precision. Two KPI zones cover activity and performance/cost, followed by a 14‑day message chart, a usage‑by‑provider chart, a recommendations board and an agents overview.

Users converse in natural language. The assistant reads real Dolibarr data and returns tables, figures and suggestions. A provider selector lets users switch engines; the built‑in local assistant works with no key.

4. Architecture

The module follows Dolibarr ModuleBuilder standards with an MVC structure, PSR‑12 formatting and full PHPDoc. It fuses a generated CRUD engine (objects, list/card pages, dashboard, reporting) with a pluggable AI core.

4.1 Layers

·       Descriptor — menus (26), rights (19), constants, hooks, boxes; self‑healing schema and demo seeding on activation.

·       AI core — orchestrator (Aiba), provider factory + 7 provider classes, read‑only Dolibarr tools, conversation/message/usage/quota.

·       AJAX endpoints — chat, stream (SSE), speech‑to‑text, upload, context, export.

·       UI — futuristic CSS, tab‑bar & menu‑sync library, generic object list/card engine, bespoke pages.

4.2 Data model (11 tables, prefix llx_aiba_)

5. AI Agents

Agents are configurable autonomous workers. Each agent defines an objective, a memory, rules, actions, limits, permissions and an autonomy level (assisted, supervised, autonomous). Shipped demo agents include Commercial, After‑Sales, Accounting, HR, Project, Quality, Logistics and Marketing agents. Agents can drive automations that react to Dolibarr business events.

6. APIs & Integration

Session‑authenticated, CSRF‑protected AJAX endpoints power the chat UI and the widget and can be driven programmatically.

·       POST ajax/chat.php — non‑streaming chat → {conversationid, content, error, response_time}

·       POST ajax/stream.php — streaming chat (Server‑Sent Events)

·       POST ajax/speech.php — speech‑to‑text transcription

·       POST ajax/upload.php — attachment analysis (PDF, DOCX, XLSX, CSV, TXT, images)

·       GET ajax/context.php — current page/object context

·       GET ajax/export.php — secure export retrieval

Native Dolibarr integration covers Third parties, Customers, Suppliers, Contacts, Products, Services, Stock, Warehouses, Proposals, Orders, Invoices, Payments, Accounting, Bank, Contracts, Projects, Tasks, Interventions, Tickets, HR, Leaves, Expense reports, Manufacturing/MRP, Quality, ECM/GED, Agenda, Resources, Users, Groups and the REST API.

7. Extensibility

·       Add an AI provider: one entry in aiba_get_providers_meta() (and optionally a provider class). OpenAI‑compatible APIs need no code.

·       Add a business copilot: extend aibaAssistantDomains() and add its label + quick‑action keys in the .lang files.

·       Add an object: declare it in gen.py; it emits SQL, the CommonObject class, the registry entry and list/card pages.

·       Add a page: copy the bootstrap header, gate with hasRight(), register a menu entry and a menu‑sync leaf.

·       The evolving design allows new AI models, agents, connectors and automation tools without major architecture changes.

8. Security & Compliance

·       Access control on every page and endpoint via grouped permissions (hasRight).

·       CSRF token validation on all POST endpoints.

·       SQL injection prevention via escaping and typed casts; XSS prevention via output escaping.

·       API keys masked in the UI, stored per entity, or sourced from server environment variables.

·       RGPD: optional sensitive‑data masking before any provider call; audit log of errors.

·       Cost governance: per‑user daily quota and monthly cost ceiling.

9. Installation & Configuration

·       Deploy the ZIP via Home ▸ Setup ▸ Modules ▸ Deploy external module, or copy the folder into htdocs/custom/.

·       Enable the module; it creates 11 tables, 19 permissions, the 26‑item menu and a demo dataset automatically.

·       The assistant works immediately with the built‑in local engine; add a key in Settings ▸ AI Providers for cloud models.

·       Use Generate / Remove demo data in Settings to explore or reset.

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Advanced AI Business Assistant for Dolibarr — v1.0.0