Changeset 0.26.0 (#165)
This commit is contained in:
243
server/tools/workflow.go
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243
server/tools/workflow.go
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package tools
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import (
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"context"
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"encoding/json"
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"fmt"
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"log"
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"time"
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"git.gobha.me/xcaliber/chat-switchboard/database"
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"git.gobha.me/xcaliber/chat-switchboard/models"
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"git.gobha.me/xcaliber/chat-switchboard/store"
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)
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// ── Late Registration ────────────────────────
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// RegisterWorkflowTools registers the workflow_advance tool.
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// Called from main.go after stores are initialized.
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func RegisterWorkflowTools(stores store.Stores) {
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if stores.Workflows == nil {
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log.Println("⚠ workflow tools: WorkflowStore not available, skipping registration")
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return
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}
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Register(&workflowAdvanceTool{stores: stores})
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log.Println("✅ workflow tools registered (workflow_advance)")
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}
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// ═══════════════════════════════════════════
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// workflow_advance
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// ═══════════════════════════════════════════
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//
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// Called by the stage persona when it has collected all required form
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// data from the visitor. Triggers a stage transition — same effect as
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// the human-triggered POST /channels/:id/workflow/advance endpoint.
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type workflowAdvanceTool struct {
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BaseTool
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stores store.Stores
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}
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// Override availability: only available inside workflow channels.
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func (t *workflowAdvanceTool) Availability() Require { return RequireWorkflow }
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func (t *workflowAdvanceTool) Definition() ToolDef {
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return ToolDef{
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Name: "workflow_advance",
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DisplayName: "Advance Workflow",
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Category: "workflow",
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Description: "Advance the workflow to the next stage. Call this when you have " +
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"collected all required information from the visitor. Pass the collected " +
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"data as a JSON object — it will be saved and made available to the next stage.",
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Parameters: JSONSchema(map[string]interface{}{
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"data": map[string]interface{}{
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"type": "object",
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"description": "Collected form data as key-value pairs. Must include all fields defined in the stage's form template.",
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},
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"summary": Prop("string", "Brief summary of what was collected (1-2 sentences, shown in stage notes)"),
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}, []string{"data"}),
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}
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}
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func (t *workflowAdvanceTool) Execute(ctx context.Context, execCtx ExecutionContext, argsJSON string) (string, error) {
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var args struct {
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Data json.RawMessage `json:"data"`
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Summary string `json:"summary"`
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}
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if err := json.Unmarshal([]byte(argsJSON), &args); err != nil {
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return "", fmt.Errorf("invalid arguments: %w", err)
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}
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if len(args.Data) == 0 || string(args.Data) == "null" {
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return "", fmt.Errorf("data is required")
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}
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channelID := execCtx.ChannelID
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if channelID == "" {
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return "", fmt.Errorf("no channel context")
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}
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// Read current workflow state
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var workflowID string
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var currentStage int
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var status string
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var wfID *string
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err := database.DB.QueryRowContext(ctx, database.Q(`
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SELECT workflow_id, COALESCE(current_stage, 0), COALESCE(workflow_status, 'active')
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FROM channels WHERE id = $1 AND type = 'workflow'
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`), channelID).Scan(&wfID, ¤tStage, &status)
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if err != nil || wfID == nil {
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return "", fmt.Errorf("not a workflow channel")
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}
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workflowID = *wfID
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if status != "active" {
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return "", fmt.Errorf("workflow is %s, cannot advance", status)
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}
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// Load stages
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stages, err := t.stores.Workflows.ListStages(ctx, workflowID)
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if err != nil {
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return "", fmt.Errorf("failed to load stages: %w", err)
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}
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// Merge collected data into stage_data
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mergedData := MergeWorkflowStageData(ctx, channelID, args.Data)
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nextStage := currentStage + 1
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if nextStage >= len(stages) {
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// Workflow complete
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_, err = database.DB.ExecContext(ctx, database.Q(`
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UPDATE channels
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SET current_stage = $1, workflow_status = 'completed',
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stage_data = $2, last_activity_at = $3, ai_mode = 'off'
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WHERE id = $4
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`), nextStage, mergedData, time.Now().UTC(), channelID)
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if err != nil {
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return "", fmt.Errorf("failed to complete workflow: %w", err)
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}
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// Create note with collected data
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CreateWorkflowStageNote(ctx, t.stores, channelID, currentStage, args.Data, args.Summary)
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result, _ := json.Marshal(map[string]interface{}{
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"status": "completed",
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"current_stage": nextStage,
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"message": "Workflow completed successfully.",
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})
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return string(result), nil
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}
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// Advance to next stage
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_, err = database.DB.ExecContext(ctx, database.Q(`
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UPDATE channels
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SET current_stage = $1, stage_data = $2, last_activity_at = $3
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WHERE id = $4
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`), nextStage, mergedData, time.Now().UTC(), channelID)
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if err != nil {
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return "", fmt.Errorf("failed to advance: %w", err)
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}
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// Create note with collected data
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CreateWorkflowStageNote(ctx, t.stores, channelID, currentStage, args.Data, args.Summary)
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// Create assignment if next stage has an assignment team
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nextStageDef := stages[nextStage]
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if nextStageDef.AssignmentTeamID != nil {
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CreateWorkflowAssignment(ctx, channelID, nextStage, *nextStageDef.AssignmentTeamID)
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}
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result, _ := json.Marshal(map[string]interface{}{
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"status": "active",
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"current_stage": nextStage,
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"stage_name": nextStageDef.Name,
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"message": fmt.Sprintf("Advanced to stage %d: %s", nextStage, nextStageDef.Name),
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})
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return string(result), nil
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}
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// ── Shared helpers (used by both tool and handler) ─
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// MergeWorkflowStageData reads current stage_data, merges new data in Go, returns JSON string.
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func MergeWorkflowStageData(ctx context.Context, channelID string, newData json.RawMessage) string {
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var existing []byte
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_ = database.DB.QueryRowContext(ctx, database.Q(`
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SELECT COALESCE(stage_data, '{}') FROM channels WHERE id = $1
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`), channelID).Scan(&existing)
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if len(newData) == 0 || string(newData) == "null" {
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if len(existing) == 0 {
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return "{}"
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}
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return string(existing)
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}
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var base map[string]interface{}
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if err := json.Unmarshal(existing, &base); err != nil {
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base = map[string]interface{}{}
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}
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var incoming map[string]interface{}
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if err := json.Unmarshal(newData, &incoming); err == nil {
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for k, v := range incoming {
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base[k] = v
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}
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}
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merged, _ := json.Marshal(base)
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return string(merged)
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}
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// CreateWorkflowStageNote persists collected form data as a channel-scoped note.
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func CreateWorkflowStageNote(ctx context.Context, stores store.Stores, channelID string, stageOrdinal int, data json.RawMessage, summary string) {
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if stores.Notes == nil || len(data) == 0 || string(data) == "null" {
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return
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}
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title := fmt.Sprintf("Stage %d collected data", stageOrdinal)
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if summary != "" {
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title = fmt.Sprintf("Stage %d: %s", stageOrdinal, summary)
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}
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content := string(data)
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// Find workflow channel owner for the note's user_id
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var userID string
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_ = database.DB.QueryRowContext(ctx, database.Q(`
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SELECT user_id FROM channels WHERE id = $1
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`), channelID).Scan(&userID)
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if userID == "" {
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return
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}
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note := &models.Note{
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Title: title,
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Content: content,
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SourceChannelID: &channelID,
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}
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note.UserID = userID
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if err := stores.Notes.Create(ctx, note); err != nil {
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log.Printf("⚠️ Failed to create stage note: %v", err)
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}
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}
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// CreateWorkflowAssignment creates an unassigned workflow assignment entry.
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func CreateWorkflowAssignment(ctx context.Context, channelID string, stage int, teamID string) {
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if database.IsSQLite() {
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id := store.NewID()
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_, err := database.DB.ExecContext(ctx, `
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INSERT INTO workflow_assignments (id, channel_id, stage, team_id)
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VALUES (?, ?, ?, ?)
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`, id, channelID, stage, teamID)
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if err != nil {
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log.Printf("⚠️ Failed to create workflow assignment: %v", err)
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}
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return
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}
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_, err := database.DB.ExecContext(ctx, `
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INSERT INTO workflow_assignments (channel_id, stage, team_id)
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VALUES ($1, $2, $3)
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`, channelID, stage, teamID)
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if err != nil {
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log.Printf("⚠️ Failed to create workflow assignment: %v", err)
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}
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}
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