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core/server/handlers/workflow_instances.go
Jeffrey Smith bf8082e69f Changeset 0.35.0 (#209)
Co-authored-by: Jeffrey Smith <jasafpro@gmail.com>
Co-committed-by: Jeffrey Smith <jasafpro@gmail.com>
2026-03-20 09:59:53 +00:00

430 lines
14 KiB
Go

package handlers
import (
"context"
"encoding/json"
"fmt"
"log"
"net/http"
"time"
"github.com/gin-gonic/gin"
"chat-switchboard/events"
"chat-switchboard/models"
"chat-switchboard/notifications"
"chat-switchboard/sandbox"
"chat-switchboard/store"
"chat-switchboard/tools"
"chat-switchboard/workflow"
)
// ── Workflow Instance Handler ───────────────
// Manages the runtime lifecycle of workflow channels: starting instances,
// advancing/rejecting stages, and querying status.
type WorkflowInstanceHandler struct {
stores store.Stores
hub *events.Hub
notifSvc *notifications.Service
runner *sandbox.Runner
}
func NewWorkflowInstanceHandler(stores store.Stores, hub *events.Hub, notifSvc *notifications.Service, runner *sandbox.Runner) *WorkflowInstanceHandler {
return &WorkflowInstanceHandler{stores: stores, hub: hub, notifSvc: notifSvc, runner: runner}
}
// ── Start ───────────────────────────────────
// Start creates a new workflow channel from a published workflow version.
// POST /api/v1/workflows/:id/start
func (h *WorkflowInstanceHandler) Start(c *gin.Context) {
ctx := c.Request.Context()
wfID := c.Param("id")
userID := c.GetString("user_id")
wf, err := h.stores.Workflows.GetByID(ctx, wfID)
if err != nil {
c.JSON(http.StatusNotFound, gin.H{"error": "workflow not found"})
return
}
if !wf.IsActive {
c.JSON(http.StatusBadRequest, gin.H{"error": "workflow is not active"})
return
}
ver, err := h.stores.Workflows.GetLatestVersion(ctx, wfID)
if err != nil {
c.JSON(http.StatusBadRequest, gin.H{"error": "workflow has no published version — publish first"})
return
}
stages, err := h.stores.Workflows.ListStages(ctx, wfID)
if err != nil || len(stages) == 0 {
c.JSON(http.StatusBadRequest, gin.H{"error": "workflow has no stages"})
return
}
// Create the workflow channel
ch := &models.Channel{
UserID: userID,
Title: wf.Name,
Description: wf.Description,
Type: "workflow",
TeamID: wf.TeamID,
}
if err := h.stores.Channels.Create(ctx, ch); err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"error": "failed to create channel: " + err.Error()})
return
}
// Set workflow-specific columns (not part of base Channel.Create)
allowAnon := wf.EntryMode == "public_link"
err = h.stores.Channels.SetWorkflowInstance(ctx, ch.ID, wfID, ver.VersionNumber, []byte("{}"), "active")
if err != nil {
log.Printf("Failed to set workflow columns on channel %s: %v", ch.ID, err)
}
_ = h.stores.Channels.Update(ctx, ch.ID, map[string]interface{}{
"allow_anonymous": allowAnon,
"ai_mode": "auto",
})
// Add caller as channel owner
_ = h.stores.Channels.AddParticipant(ctx, &models.ChannelParticipant{
ChannelID: ch.ID,
ParticipantType: "user",
ParticipantID: userID,
Role: "owner",
})
// Bind stage 0 persona as participant
firstStage := stages[0]
if firstStage.PersonaID != nil {
_ = h.stores.Channels.AddParticipant(ctx, &models.ChannelParticipant{
ChannelID: ch.ID,
ParticipantType: "persona",
ParticipantID: *firstStage.PersonaID,
Role: "member",
})
}
c.JSON(http.StatusCreated, gin.H{
"channel_id": ch.ID,
"workflow_id": wfID,
"workflow_version": ver.VersionNumber,
"current_stage": 0,
"stage": firstStage,
})
}
// ── Status ──────────────────────────────────
// GetStatus returns the workflow state for a channel.
// GET /api/v1/channels/:id/workflow/status
func (h *WorkflowInstanceHandler) GetStatus(c *gin.Context) {
channelID := c.Param("id")
ws, err := h.stores.Channels.GetWorkflowStatus(c.Request.Context(), channelID)
if err != nil || ws == nil {
c.JSON(http.StatusNotFound, gin.H{"error": "workflow channel not found"})
return
}
c.JSON(http.StatusOK, ws)
}
// ── Advance ─────────────────────────────────
// Advance moves the workflow to the next stage.
// POST /api/v1/channels/:id/workflow/advance
func (h *WorkflowInstanceHandler) Advance(c *gin.Context) {
ctx := c.Request.Context()
channelID := c.Param("id")
workflowID, currentStage, status, err := h.readWorkflowState(ctx, channelID)
if err != nil {
c.JSON(http.StatusNotFound, gin.H{"error": "workflow channel not found"})
return
}
if status != "active" {
c.JSON(http.StatusBadRequest, gin.H{"error": "workflow is " + status + ", cannot advance"})
return
}
stages, err := h.stores.Workflows.ListStages(ctx, workflowID)
if err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"error": "failed to load stages"})
return
}
var body struct {
Data json.RawMessage `json:"data,omitempty"`
}
_ = c.ShouldBindJSON(&body)
mergedData := tools.MergeWorkflowStageData(ctx, h.stores.Channels, channelID, body.Data)
nextStage, err := workflow.ResolveNextStage(stages, currentStage, json.RawMessage(mergedData))
if err != nil {
c.JSON(http.StatusBadRequest, gin.H{"error": "routing error: " + err.Error()})
return
}
if nextStage >= len(stages) {
// Workflow complete
err = h.stores.Channels.CompleteWorkflow(ctx, channelID, nextStage, json.RawMessage(mergedData))
if err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"error": "failed to complete workflow"})
return
}
tools.CreateWorkflowStageNote(ctx, h.stores, channelID, currentStage, body.Data, "")
// v0.27.0: Emit workflow.completed WS event
h.emitWorkflowEvent("workflow.completed", channelID, map[string]any{
"channel_id": channelID, "workflow_id": workflowID, "stage": nextStage,
})
// v0.27.0: on_complete chaining — trigger target workflow if configured
h.triggerOnComplete(ctx, workflowID, channelID, mergedData)
c.JSON(http.StatusOK, gin.H{"status": "completed", "current_stage": nextStage})
return
}
// Advance to next stage
err = h.stores.Channels.AdvanceWorkflowStage(ctx, channelID, nextStage, json.RawMessage(mergedData))
if err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"error": "failed to advance stage"})
return
}
tools.CreateWorkflowStageNote(ctx, h.stores, channelID, currentStage, body.Data, "")
// v0.35.0: Fire on_advance hook (can enrich stage_data)
currentStageDef := stages[currentStage]
if hookResult := FireOnAdvanceHook(ctx, h.stores, h.runner, currentStageDef.TransitionRules,
channelID, currentStage, nextStage, json.RawMessage(mergedData)); hookResult != nil {
if hookResult.Error != "" {
log.Printf("[workflow] on_advance hook rejected: %s", hookResult.Error)
} else if hookResult.EnrichedData != nil {
_ = h.stores.Channels.AdvanceWorkflowStage(ctx, channelID, nextStage, hookResult.EnrichedData)
}
}
nextStageDef := stages[nextStage]
// Bind next persona (skip for form_only — no LLM needed)
if nextStageDef.StageMode != models.StageModeFormOnly && nextStageDef.PersonaID != nil {
alreadyIn, _ := h.stores.Channels.IsParticipant(ctx, channelID, "persona", *nextStageDef.PersonaID)
if !alreadyIn {
_ = h.stores.Channels.AddParticipant(ctx, &models.ChannelParticipant{
ChannelID: channelID,
ParticipantType: "persona",
ParticipantID: *nextStageDef.PersonaID,
Role: "member",
})
}
}
// v0.27.0: Assignment + round-robin + WS notifications
if nextStageDef.AssignmentTeamID != nil {
assignmentID := tools.CreateWorkflowAssignment(ctx, h.stores, channelID, nextStage, *nextStageDef.AssignmentTeamID)
// Round-robin auto-assignment if configured
assignedTo := h.tryRoundRobin(ctx, nextStageDef, assignmentID)
// Notify team members about new assignment
h.notifyAssignment(ctx, *nextStageDef.AssignmentTeamID, channelID, nextStageDef.Name, assignedTo)
}
// v0.27.0: Emit workflow.advanced WS event
h.emitWorkflowEvent("workflow.advanced", channelID, map[string]any{
"channel_id": channelID, "workflow_id": workflowID,
"stage": nextStage, "stage_name": nextStageDef.Name,
})
c.JSON(http.StatusOK, gin.H{
"status": "active",
"current_stage": nextStage,
"stage": nextStageDef,
})
}
// ── Reject ──────────────────────────────────
// Reject returns the workflow to the previous stage with a reason.
// POST /api/v1/channels/:id/workflow/reject
func (h *WorkflowInstanceHandler) Reject(c *gin.Context) {
ctx := c.Request.Context()
channelID := c.Param("id")
var body struct {
Reason string `json:"reason"`
}
if err := c.ShouldBindJSON(&body); err != nil || body.Reason == "" {
c.JSON(http.StatusBadRequest, gin.H{"error": "reason is required"})
return
}
_, currentStage, status, err := h.readWorkflowState(ctx, channelID)
if err != nil {
c.JSON(http.StatusNotFound, gin.H{"error": "workflow channel not found"})
return
}
if status != "active" {
c.JSON(http.StatusBadRequest, gin.H{"error": "workflow is " + status + ", cannot reject"})
return
}
if currentStage <= 0 {
c.JSON(http.StatusBadRequest, gin.H{"error": "cannot reject from the first stage"})
return
}
prevStage := currentStage - 1
err = h.stores.Channels.RejectWorkflowToStage(ctx, channelID, prevStage)
if err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"error": "failed to reject stage"})
return
}
// Persist rejection as system message
if h.stores.Messages != nil {
_ = h.stores.Messages.Create(ctx, &models.Message{
ChannelID: channelID,
Role: "system",
Content: "Stage rejected: " + body.Reason,
ParticipantType: "user",
ParticipantID: c.GetString("user_id"),
})
}
c.JSON(http.StatusOK, gin.H{
"status": "active",
"current_stage": prevStage,
"reason": body.Reason,
})
}
// ── Helpers ─────────────────────────────────
func (h *WorkflowInstanceHandler) readWorkflowState(ctx context.Context, channelID string) (workflowID string, currentStage int, status string, err error) {
ws, err := h.stores.Channels.GetWorkflowStatus(ctx, channelID)
if err != nil || ws == nil {
return "", 0, "", fmt.Errorf("workflow channel not found")
}
if ws.WorkflowID != nil {
workflowID = *ws.WorkflowID
}
return workflowID, ws.CurrentStage, ws.Status, nil
}
// emitWorkflowEvent pushes a workflow event to all user participants in the channel.
// Uses PublishToUser (not room-scoped Bus.Publish) because room subscriptions are
// not yet wired on the client side. See websocket.md § Room Model.
func (h *WorkflowInstanceHandler) emitWorkflowEvent(label, channelID string, data map[string]any) {
if h.hub == nil {
return
}
payload, _ := json.Marshal(data)
evt := events.Event{
Label: label,
Payload: payload,
Ts: time.Now().UnixMilli(),
}
// Send to all user participants in the channel
pids, err := h.stores.Channels.ListUserParticipantIDs(context.Background(), channelID, "")
if err != nil {
log.Printf("[ws] %s: failed to query participants for channel %s: %v", label, channelID[:min(8, len(channelID))], err)
return
}
for _, uid := range pids {
h.hub.PublishToUser(uid, evt)
}
}
// triggerOnComplete checks if the workflow has an on_complete chain config
// and starts the target workflow if so.
func (h *WorkflowInstanceHandler) triggerOnComplete(ctx context.Context, workflowID, channelID, mergedData string) {
// v0.27.3: Delegate to shared implementation (also handles webhooks)
go tools.TriggerWorkflowOnComplete(ctx, h.stores, workflowID, channelID, mergedData)
}
// tryRoundRobin checks if the stage has auto_assign:"round_robin" in
// transition_rules and assigns the newly created assignment to the
// least-recently-assigned team member. Returns the assigned user ID or "".
func (h *WorkflowInstanceHandler) tryRoundRobin(ctx context.Context, stage models.WorkflowStage, assignmentID string) string {
if assignmentID == "" || stage.AssignmentTeamID == nil {
return ""
}
// Check transition_rules for auto_assign
var rules struct {
AutoAssign string `json:"auto_assign"`
}
if len(stage.TransitionRules) > 0 {
_ = json.Unmarshal(stage.TransitionRules, &rules)
}
if rules.AutoAssign != "round_robin" {
return ""
}
assignedTo, err := h.stores.Workflows.TryRoundRobin(ctx, *stage.AssignmentTeamID, assignmentID)
if err != nil {
log.Printf("[workflow] round-robin: failed to auto-assign %s: %v", assignmentID, err)
return ""
}
if assignedTo != "" {
log.Printf("[workflow] round-robin: auto-assigned %s to user %s", assignmentID, assignedTo)
}
return assignedTo
}
// notifyAssignment sends notifications to team members about a new workflow assignment.
func (h *WorkflowInstanceHandler) notifyAssignment(ctx context.Context, teamID, channelID, stageName, assignedTo string) {
if h.notifSvc == nil || h.stores.Teams == nil {
return
}
members, err := h.stores.Teams.ListMembers(ctx, teamID)
if err != nil {
return
}
for _, m := range members {
title := "New workflow assignment"
body := "Stage '" + stageName + "' needs review"
if assignedTo != "" && m.UserID == assignedTo {
title = "Workflow assigned to you"
body = "Stage '" + stageName + "' has been assigned to you (round-robin)"
}
n := &models.Notification{
UserID: m.UserID,
Type: "workflow.assigned",
Title: title,
Body: body,
ResourceType: models.ResourceTypeChannel,
ResourceID: channelID,
}
if err := h.notifSvc.Notify(ctx, n); err != nil {
log.Printf("[workflow] notify assignment: %v", err)
}
}
// Also emit targeted WS event for immediate UI update
if h.hub != nil {
payload, _ := json.Marshal(map[string]any{
"channel_id": channelID, "team_id": teamID,
"stage_name": stageName, "assigned_to": assignedTo,
})
for _, m := range members {
h.hub.PublishToUser(m.UserID, events.Event{
Label: "workflow.assigned",
Payload: payload,
Ts: time.Now().UnixMilli(),
})
}
}
}
// createStageNote and mergeStageData are now in tools/workflow.go
// (shared between handler and workflow_advance tool).