Fix ai-settings (#413)

Author: MikeAlhayek

src/CrestApps.OrchardCore.Documentations/docs/ai/copilot.md

@@ -63,7 +63,8 @@ Use this mode when you want the orchestrator to authenticate to Copilot via GitH
    - GitHub Settings → Developer settings → OAuth Apps → **New OAuth App**
    - **Authorization callback URL**: `https://your-domain.com/copilot/OAuthCallback`
    - Copy the **Client ID** and **Client Secret**
-2. In Orchard Core: go to **Settings → Copilot** and enter the client ID/secret.
+2. In Orchard Core: go to **Settings → Artificial Intelligence → Copilot** and enter the client ID/secret.
+3. If AI Memory or AI Documents features are enabled but not configured yet, you can still save Copilot settings first and come back later to choose those index profiles.
 
 #### Required OAuth scopes
 

src/CrestApps.OrchardCore.Documentations/docs/ai/documents/index.md

@@ -75,7 +75,7 @@ The orchestrator supports various document-related operations:
 
 1. **Set up an indexing provider**: Enable Elasticsearch or Azure AI Search in the Orchard Core admin.
 2. **Create an index**: Navigate to **Search > Indexing** and create a new index (e.g., "AI Documents").
-3. **Configure settings**: Navigate to **Settings > Artificial Intelligence** and select your new index. After this is configured in production, avoid changing the index profile to prevent losing access to documents in existing sessions.
+3. **Configure settings**: Navigate to **Settings > Artificial Intelligence** and select your new index. You can leave the document index empty until you are ready to enable document retrieval; after this is configured in production, avoid changing the index profile to prevent losing access to documents in existing sessions.
 4. **Enable the feature**: Enable `AI Chat Interaction Documents` in the admin dashboard.
 5. Start using the Documents tab in your chat interactions.
 
@@ -184,7 +184,7 @@ For **AI Chat Widget** content items, the same checkbox appears on the widget ed
 
 1. **Set up an indexing provider**: Enable Elasticsearch or Azure AI Search in the Orchard Core admin.
 2. **Create an index**: Navigate to **Search > Indexing** and create a new index (e.g., "AI Documents").
-3. **Configure settings**: Navigate to **Settings > Artificial Intelligence** and select your new index. After this is configured in production, avoid changing the index profile to prevent losing access to documents in existing sessions.
+3. **Configure settings**: Navigate to **Settings > Artificial Intelligence** and select your new index. You can leave the document index empty until you are ready to enable document retrieval; after this is configured in production, avoid changing the index profile to prevent losing access to documents in existing sessions.
 4. **Enable the feature**: Enable `AI Documents for Chat Sessions` in the admin dashboard.
 5. **Opt in per profile**: Edit the desired AI Profile and check **Allow Documents & Attachments**.
 6. Open a chat session — the attach button and drag-and-drop zone are now available.
@@ -233,6 +233,7 @@ This ensures the AI document indexes stay free of orphaned entries when their pa
 
 If you see this warning, navigate to **Settings > Artificial Intelligence** and select an index profile.
 If no index profiles are available, go to **Search > Indexing**, add an **AI Documents** index, and enable one of the **AI Documents indexing** features if the **AI Documents** index type is not listed.
+Leaving the setting empty is supported while you are configuring other AI features, but document retrieval remains unavailable until a valid index profile is selected.
 
 ### "Embedding Search Service Not Available" Warning
 

src/CrestApps.OrchardCore.Documentations/docs/ai/memory.md

@@ -112,6 +112,8 @@ Navigate to **Settings → Artificial Intelligence → Memory** and configure:
 - **Index profile** — the master memory index used for storing memories
 - **Default top N** — the default number of matching memories returned by searches
 
+You can leave **Index profile** empty while you are still setting up unrelated AI features such as Copilot. Memory retrieval and indexing stay inactive until you select a valid memory index profile.
+
 Preemptive memory retrieval itself is controlled separately under **Settings → Artificial Intelligence → General** through **Enable Preemptive Memory Retrieval**. This lets you keep user memory tools enabled while turning off the upfront memory injection step for the tenant.
 
 :::warning

src/CrestApps.OrchardCore.Documentations/docs/changelog/v2.0.0.md

@@ -33,6 +33,11 @@ At a high level, `2.0.0` introduces a new generation of CrestApps.OrchardCore bu
 
 For a broad product tour, see the [Artificial Intelligence Suite overview](../ai/index.md) and [Omnichannel Communications](../omnichannel/index.md).
 
+### Recent fixes
+
+- Fixed **Settings → Artificial Intelligence** so Copilot settings can be saved even when AI Memory or AI Documents index profiles have not been configured yet.
+- AI Memory and AI Documents still validate non-empty index profile selections, but leaving those settings empty now keeps the related features inactive instead of blocking unrelated settings changes.
+
 ---
 
 ## Major platform shifts

src/Modules/CrestApps.OrchardCore.AI.Documents/Drivers/InteractionDocumentSettingsDisplayDriver.cs

@@ -62,22 +62,20 @@ public override async Task<IDisplayResult> UpdateAsync(ISite site, InteractionDo
 
         await context.Updater.TryUpdateModelAsync(model, Prefix);
 
-        if (string.IsNullOrEmpty(model.IndexProfileName))
-        {
-            context.Updater.ModelState.AddModelError(Prefix, nameof(model.IndexProfileName), S["The index profile field is required."]);
-        }
-        else
+        settings.IndexProfileName = string.IsNullOrWhiteSpace(model.IndexProfileName)
+            ? null
+            : model.IndexProfileName;
+
+        if (!string.IsNullOrWhiteSpace(settings.IndexProfileName))
         {
-            var indexProfile = await _indexProfileStore.FindByNameAsync(model.IndexProfileName);
+            var indexProfile = await _indexProfileStore.FindByNameAsync(settings.IndexProfileName);
 
-            if (indexProfile == null || indexProfile.Type != AIConstants.AIDocumentsIndexingTaskType)
+            if (indexProfile is null || !string.Equals(indexProfile.Type, AIConstants.AIDocumentsIndexingTaskType, StringComparison.OrdinalIgnoreCase))
             {
                 context.Updater.ModelState.AddModelError(Prefix, nameof(model.IndexProfileName), S["Invalid index profile."]);
             }
         }
 
-        settings.IndexProfileName = model.IndexProfileName;
-
         return Edit(site, settings, context);
     }
 }

src/Modules/CrestApps.OrchardCore.AI.Memory/Drivers/AIMemorySettingsDisplayDriver.cs

@@ -60,21 +60,20 @@ public override async Task<IDisplayResult> UpdateAsync(ISite site, AIMemorySetti
 
         await context.Updater.TryUpdateModelAsync(model, Prefix);
 
-        if (string.IsNullOrEmpty(model.IndexProfileName))
-        {
-            context.Updater.ModelState.AddModelError(Prefix, nameof(model.IndexProfileName), S["The index profile field is required."]);
-        }
-        else
+        settings.IndexProfileName = string.IsNullOrWhiteSpace(model.IndexProfileName)
+            ? null
+            : model.IndexProfileName;
+
+        if (!string.IsNullOrWhiteSpace(settings.IndexProfileName))
         {
-            var indexProfile = await _indexProfileStore.FindByNameAsync(model.IndexProfileName);
+            var indexProfile = await _indexProfileStore.FindByNameAsync(settings.IndexProfileName);
 
             if (indexProfile is null || !string.Equals(indexProfile.Type, MemoryConstants.IndexingTaskType, StringComparison.OrdinalIgnoreCase))
             {
                 context.Updater.ModelState.AddModelError(Prefix, nameof(model.IndexProfileName), S["Invalid index profile."]);
             }
         }
 
-        settings.IndexProfileName = model.IndexProfileName;
         settings.TopN = Math.Clamp(model.TopN, 1, 20);
 
         return Edit(site, settings, context);