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ig_client/application/
auth.rs

1/******************************************************************************
2   Author: Joaquín Béjar García
3   Email: jb@taunais.com
4   Date: 19/10/25
5******************************************************************************/
6
7//! Authentication module for IG Markets API
8//!
9//! This module provides a simplified authentication interface that handles:
10//! - API v2 (CST/X-SECURITY-TOKEN) authentication
11//! - API v3 (OAuth) authentication with automatic token refresh
12//! - Account switching
13//! - Automatic re-authentication when tokens expire
14
15use crate::application::config::Config;
16use crate::application::http::make_http_request;
17use crate::application::rate_limiter::RateLimiter;
18use crate::constants::USER_AGENT;
19use crate::error::{AppError, AuthError};
20pub(crate) use crate::model::auth::{SecurityHeaders, SessionResponse};
21use crate::model::retry::RetryConfig;
22use reqwest::{Client, Method};
23use std::sync::Arc;
24use tokio::sync::RwLock;
25use tracing::{debug, error, info, warn};
26// `OAuthToken` and `chrono::Utc` are only referenced from the unit tests below
27// (the `Session` data type that used them in production moved to
28// `crate::model::auth`), so they are imported under `cfg(test)` to keep the
29// non-test build free of unused-import warnings.
30#[cfg(test)]
31use crate::model::auth::OAuthToken;
32#[cfg(test)]
33use chrono::Utc;
34
35// `Session` and `WebsocketInfo` are pure data types and live in the model
36// layer (`crate::model::auth`). They are re-exported here so the historical
37// public paths `crate::application::auth::Session` /
38// `crate::application::auth::WebsocketInfo` keep resolving, and so the auth
39// I/O manager below can reference them unqualified.
40pub use crate::model::auth::{Session, WebsocketInfo};
41
42/// Merges freshly-issued v2 security tokens into a session after an account
43/// switch.
44///
45/// IG returns a new `X-SECURITY-TOKEN` (and sometimes a new `CST`) in the
46/// response to `PUT /session`. When a token is present it replaces the stale
47/// one; when absent the existing token is preserved — the switch response does
48/// not always re-issue both, and nulling a token would break the next request.
49/// All other session fields are carried through unchanged.
50#[must_use]
51fn apply_switch_headers(mut session: Session, cst: Option<&str>, xst: Option<&str>) -> Session {
52    if let Some(cst) = cst {
53        session.cst = Some(cst.to_string());
54    }
55    if let Some(xst) = xst {
56        session.x_security_token = Some(xst.to_string());
57    }
58    session
59}
60
61/// Decides whether a v2 login should switch to the configured account.
62///
63/// Returns `true` only when a *real* account was configured (not empty and not
64/// the [`DEFAULT_ACCOUNT_ID`](crate::constants::DEFAULT_ACCOUNT_ID) sentinel) and
65/// it differs from the account the login landed on. OAuth (v3) pins the account
66/// elsewhere and is never switched here. Guarding the sentinel is essential: it
67/// is non-empty, so without this check an unconfigured client would try to
68/// switch to `"default_account_id"`, which IG rejects, failing an otherwise-valid
69/// login.
70#[must_use]
71fn should_switch_account(api_version: u8, configured: &str, current: &str) -> bool {
72    api_version != 3
73        && !configured.is_empty()
74        && configured != crate::constants::DEFAULT_ACCOUNT_ID
75        && configured != current
76}
77
78/// Selects the proactive-refresh safety margin (in seconds) for a session based
79/// on its authentication model.
80///
81/// v3 (OAuth) access tokens are short-lived (~60s), so the v2 margin would keep
82/// them permanently "about to expire" and force a login on every call; a small
83/// [`PROACTIVE_REFRESH_MARGIN_V3_SECS`](crate::constants::PROACTIVE_REFRESH_MARGIN_V3_SECS)
84/// margin is used instead. v2 (CST / X-SECURITY-TOKEN) sessions last ~6h, so the
85/// larger
86/// [`PROACTIVE_REFRESH_MARGIN_V2_SECS`](crate::constants::PROACTIVE_REFRESH_MARGIN_V2_SECS)
87/// margin gives ample lead time.
88///
89/// The *same* margin is used by both [`Auth::get_session`] (to decide a refresh
90/// is due) and [`Auth::refresh_token`] (to actually perform it), so the
91/// proactive-refresh window is consistent and always fires — the previous 300s /
92/// 1s mismatch meant the advertised margin never triggered a refresh.
93#[must_use]
94fn proactive_refresh_margin_secs(session: &Session) -> u64 {
95    if session.is_oauth() {
96        crate::constants::PROACTIVE_REFRESH_MARGIN_V3_SECS
97    } else {
98        crate::constants::PROACTIVE_REFRESH_MARGIN_V2_SECS
99    }
100}
101
102/// Ensures a v3 (OAuth) login actually produced an OAuth session.
103///
104/// The v3 `/session` endpoint is expected to return an OAuth body. Because
105/// [`SessionResponse`] is untagged, a v2-shaped body sent to the v3 request
106/// still deserializes successfully — as a v2 session carrying no OAuth token.
107/// That is a server-side / protocol mismatch, not a client bug. On the reactive
108/// [`force_refresh`](Auth::force_refresh) -> [`login`](Auth::login) path a 401
109/// reaches this code more often, so a mismatched body must surface as a typed
110/// error rather than panic.
111///
112/// The offending response body / token is never logged.
113///
114/// # Errors
115/// Returns [`AppError::Unauthorized`] when the session lacks an OAuth token.
116fn ensure_oauth_session(session: Session) -> Result<Session, AppError> {
117    if session.is_oauth() {
118        Ok(session)
119    } else {
120        error!("v3 login response did not contain an OAuth token");
121        Err(AppError::Unauthorized)
122    }
123}
124
125/// Authentication manager for IG Markets API
126///
127/// Handles all authentication operations including:
128/// - Login with API v2 or v3
129/// - Automatic OAuth token refresh
130/// - Account switching
131/// - Session management
132/// - Rate limiting for API requests
133pub struct Auth {
134    config: Arc<Config>,
135    client: Client,
136    session: Arc<RwLock<Option<Session>>>,
137    // `RateLimiter` is `Clone` and already wraps each governor bucket in an
138    // `Arc`, so it is shared directly without an outer `RwLock`: the limiter is
139    // configured once at construction and never write-swapped.
140    rate_limiter: RateLimiter,
141}
142
143impl Auth {
144    /// Creates a new Auth instance, returning an error if the HTTP client
145    /// cannot be constructed.
146    ///
147    /// This is the sole constructor for [`Auth`]: it surfaces a TLS /
148    /// client-builder failure as a typed [`AppError`] instead of panicking, so
149    /// callers can handle a broken TLS backend gracefully.
150    ///
151    /// # Arguments
152    /// * `config` - Configuration containing credentials and API settings
153    ///
154    /// # Errors
155    /// Returns [`AppError::Network`] if the underlying `reqwest` client cannot
156    /// be built (e.g. the system TLS backend fails to initialize).
157    pub fn try_new(config: Arc<Config>) -> Result<Self, AppError> {
158        let rate_limiter = RateLimiter::new(&config.rate_limiter);
159        Self::with_rate_limiter(config, rate_limiter)
160    }
161
162    /// Builds an `Auth` that paces against a caller-supplied limiter.
163    ///
164    /// IG meters its allowance per API key, and a login is one of the requests
165    /// it counts. When a key's session and its data requests pace against
166    /// separate limiters, the key's real budget is the sum of the two and IG
167    /// rejects requests the client believed were within budget. Sharing one
168    /// limiter per key is what makes the local pacing match the remote one.
169    ///
170    /// # Arguments
171    /// * `config` - Configuration containing credentials and API settings
172    /// * `rate_limiter` - The limiter owned by this key
173    ///
174    /// # Errors
175    /// Returns [`AppError::Network`] if the underlying `reqwest` client cannot
176    /// be built (e.g. the system TLS backend fails to initialize).
177    pub fn with_rate_limiter(
178        config: Arc<Config>,
179        rate_limiter: RateLimiter,
180    ) -> Result<Self, AppError> {
181        let client = Client::builder().user_agent(USER_AGENT).build()?;
182
183        Ok(Self {
184            config,
185            client,
186            session: Arc::new(RwLock::new(None)),
187            rate_limiter,
188        })
189    }
190
191    /// Gets WebSocket connection information for Lightstreamer, reusing the
192    /// cached session.
193    ///
194    /// This calls [`Auth::get_session`], which returns the cached session when
195    /// it is still valid and only logs in (storing the new session) when none
196    /// exists or it has expired. The configured API version is honoured — no
197    /// per-call v2 re-login is performed.
198    ///
199    /// # Returns
200    /// * `Ok(WebsocketInfo)` - Endpoint and authentication tokens for the
201    ///   current session.
202    /// * `Err(AppError)` - If session retrieval (login / refresh) fails.
203    ///
204    /// # Errors
205    /// Returns [`AppError`] when the session cannot be retrieved (login or token
206    /// refresh failure).
207    pub async fn ws_info(&self) -> Result<WebsocketInfo, AppError> {
208        let session = self.get_session().await?;
209        Ok(session.get_websocket_info())
210    }
211
212    /// Gets the WebSocket password for Lightstreamer authentication
213    ///
214    /// # Returns
215    /// * WebSocket password in format "CST-{cst}|XST-{token}" or empty string if session is not available
216    #[deprecated(
217        note = "use ws_info() which reuses the cached session and returns a typed error instead of a default-on-error WebsocketInfo"
218    )]
219    pub async fn get_ws_info(&self) -> WebsocketInfo {
220        self.ws_info().await.unwrap_or_default()
221    }
222
223    /// Whether a session is cached and not within its refresh margin.
224    ///
225    /// Lets a caller tell "this key can send right now" from "this key would
226    /// have to log in first" without triggering the login. The key pool needs
227    /// that distinction: probing every key with `get_session` would
228    /// authenticate the whole pool to serve one request.
229    pub async fn has_ready_session(&self) -> bool {
230        let session = self.session.read().await;
231        session.as_ref().is_some_and(|sess| {
232            !sess.needs_token_refresh(Some(proactive_refresh_margin_secs(sess)))
233        })
234    }
235
236    /// Gets the current session, ensuring tokens are valid
237    ///
238    /// This method automatically refreshes expired OAuth tokens or re-authenticates if needed.
239    ///
240    /// # Returns
241    /// * `Ok(Session)` - Valid session with fresh tokens
242    /// * `Err(AppError)` - If authentication fails
243    ///
244    /// # Errors
245    /// Returns [`AppError`] when login or token refresh fails.
246    pub async fn get_session(&self) -> Result<Session, AppError> {
247        let session = self.session.read().await;
248
249        if let Some(sess) = session.as_ref() {
250            // Refresh proactively once the session enters its refresh margin. The
251            // margin is derived from the session type so it matches the one
252            // `refresh_token` re-checks with — otherwise the refresh detour would
253            // hand back the same near-expired session (the old 300s/1s mismatch).
254            let margin = proactive_refresh_margin_secs(sess);
255            if sess.needs_token_refresh(Some(margin)) {
256                drop(session); // Release read lock
257                debug!(margin_secs = margin, "session within refresh margin");
258                return self.refresh_token().await;
259            }
260            return Ok(sess.clone());
261        }
262
263        drop(session);
264
265        // No session exists, need to login
266        info!("No active session, logging in");
267        self.login().await
268    }
269
270    /// Performs initial login to IG Markets API
271    ///
272    /// Automatically detects API version from config and uses appropriate authentication method.
273    ///
274    /// # Returns
275    /// * `Ok(Session)` - Authenticated session
276    /// * `Err(AppError)` - If login fails
277    pub async fn login(&self) -> Result<Session, AppError> {
278        let api_version = self.config.api_version.unwrap_or(2);
279
280        debug!("Logging in with API v{}", api_version);
281
282        let session = if api_version == 3 {
283            self.login_oauth().await?
284        } else {
285            self.login_v2().await?
286        };
287
288        // Store session. The write guard is scoped so it is released before any
289        // account-selection switch below: `switch_account` reads `self.session`
290        // via `get_session`, and holding the guard across that call would
291        // deadlock.
292        {
293            let mut sess = self.session.write().await;
294            *sess = Some(session.clone());
295        }
296
297        info!("✓ Login successful, account: {}", session.account_id);
298
299        // v2 account selection: the v2 `/session` response reports IG's
300        // current/default account, which may differ from the configured one.
301        // Switch to the configured account when it is set and differs. This
302        // cannot recurse: the session was just stored above, so
303        // `switch_account` -> `get_session` returns the cached (valid) session
304        // and never triggers another login. OAuth (v3) already pins the account
305        // in `login_oauth`, so it is skipped here.
306        if api_version != 3 {
307            let configured = self.config.credentials.account_id.clone();
308            if should_switch_account(api_version, &configured, &session.account_id) {
309                info!("selecting configured account after v2 login");
310                // `Box::pin` breaks the compile-time async recursion cycle
311                // (login -> switch_account -> get_session -> login). The cycle
312                // is runtime-bounded: the session was stored above, so
313                // `get_session` returns it without logging in again.
314                return Box::pin(self.switch_account(&configured, None)).await;
315            }
316        }
317
318        Ok(session)
319    }
320
321    /// Performs login using API v2 (CST/X-SECURITY-TOKEN) with automatic retry on rate limit
322    async fn login_v2(&self) -> Result<Session, AppError> {
323        let url = format!("{}/session", self.config.rest_api.base_url);
324
325        let body = serde_json::json!({
326            "identifier": self.config.credentials.username,
327            "password": self.config.credentials.password,
328        });
329
330        debug!("Sending v2 login request to: {}", url);
331
332        let headers = vec![
333            ("X-IG-API-KEY", self.config.credentials.api_key.as_str()),
334            ("Content-Type", "application/json"),
335            ("Version", "2"),
336        ];
337
338        let response = make_http_request(
339            &self.client,
340            &self.rate_limiter,
341            Method::POST,
342            &url,
343            headers,
344            &Some(body),
345            RetryConfig::default(),
346        )
347        .await?;
348
349        // Extract CST and X-SECURITY-TOKEN from headers
350        let cst: String = match response
351            .headers()
352            .get("CST")
353            .and_then(|v| v.to_str().ok())
354            .map(String::from)
355        {
356            Some(token) => token,
357            None => {
358                // A rejected / malformed auth response, not bad caller input:
359                // surface a typed auth error naming the missing header.
360                error!("missing cst header in login response");
361                return Err(AuthError::MissingSessionToken("cst".to_string()).into());
362            }
363        };
364        let x_security_token: String = match response
365            .headers()
366            .get("X-SECURITY-TOKEN")
367            .and_then(|v| v.to_str().ok())
368            .map(String::from)
369        {
370            Some(token) => token,
371            None => {
372                // A rejected / malformed auth response, not bad caller input:
373                // surface a typed auth error naming the missing header.
374                error!("missing x-security-token header in login response");
375                return Err(AuthError::MissingSessionToken("x-security-token".to_string()).into());
376            }
377        };
378
379        let x_ig_api_key: String = response
380            .headers()
381            .get("X-IG-API-KEY")
382            .and_then(|v| v.to_str().ok())
383            .map(String::from)
384            .unwrap_or_else(|| self.config.credentials.api_key.clone());
385
386        let security_headers: SecurityHeaders = SecurityHeaders {
387            cst,
388            x_security_token,
389            x_ig_api_key,
390        };
391
392        // Get response body as text first for debugging
393        let body_text = response.text().await.map_err(|e| {
394            error!("Failed to read response body: {}", e);
395            AppError::Network(e)
396        })?;
397        debug!("Login response body length: {} bytes", body_text.len());
398
399        // Parse the JSON
400        let mut response: SessionResponse = serde_json::from_str(&body_text).map_err(|e| {
401            // Never log the body: the `/session` response carries credentials.
402            error!(
403                endpoint = %url,
404                body_len = body_text.len(),
405                "failed to parse login response: {}",
406                e
407            );
408            AppError::Deserialization(format!("Failed to parse login response: {}", e))
409        })?;
410        let session = response.get_session_v2(&security_headers);
411
412        Ok(session)
413    }
414
415    /// Performs login using API v3 (OAuth) with automatic retry on rate limit
416    async fn login_oauth(&self) -> Result<Session, AppError> {
417        let url = format!("{}/session", self.config.rest_api.base_url);
418
419        let body = serde_json::json!({
420            "identifier": self.config.credentials.username,
421            "password": self.config.credentials.password,
422        });
423
424        debug!("Sending OAuth login request to: {}", url);
425        let headers = vec![
426            ("X-IG-API-KEY", self.config.credentials.api_key.as_str()),
427            ("Content-Type", "application/json"),
428            ("Version", "3"),
429        ];
430
431        let response = make_http_request(
432            &self.client,
433            &self.rate_limiter,
434            Method::POST,
435            &url,
436            headers,
437            &Some(body),
438            RetryConfig::default(),
439        )
440        .await?;
441
442        let response: SessionResponse = response.json().await?;
443        let mut session = response.get_session();
444        if session.account_id != self.config.credentials.account_id {
445            session.account_id = self.config.credentials.account_id.clone();
446        };
447
448        // A v2-shaped body on the v3 path (server-side mismatch) must not panic;
449        // surface it as a typed error instead.
450        ensure_oauth_session(session)
451    }
452
453    /// Proactively refreshes the session when it is within its refresh margin.
454    ///
455    /// This is the *proactive* path (driven by the local clock). It re-checks the
456    /// cached session against the same margin
457    /// [`get_session`](Self::get_session) used to decide a refresh was due, so
458    /// the two stay consistent and the refresh actually fires when the session is
459    /// close to expiry. If the session is still comfortably valid it is returned
460    /// unchanged; otherwise a full [`login`](Self::login) is performed.
461    ///
462    /// For the reactive 401 / server-side-invalidation path — where the local
463    /// clock still considers the token valid but IG has already rejected it — use
464    /// [`force_refresh`](Self::force_refresh), which re-authenticates
465    /// unconditionally.
466    ///
467    /// # Returns
468    /// * `Ok(Session)` - A valid session (refreshed if it was within margin).
469    /// * `Err(AppError)` - If re-authentication fails.
470    ///
471    /// # Errors
472    /// Returns [`AppError`] when a required login fails (network, credentials, or
473    /// rate limiting).
474    pub async fn refresh_token(&self) -> Result<Session, AppError> {
475        let current_session = {
476            let session = self.session.read().await;
477            session.clone()
478        };
479
480        if let Some(sess) = current_session {
481            // Honour the SAME margin `get_session` used to route here, so a
482            // session inside the proactive window is actually re-authenticated
483            // instead of being handed back near-expired.
484            let margin = proactive_refresh_margin_secs(&sess);
485            if sess.is_expired(Some(margin)) {
486                debug!(
487                    margin_secs = margin,
488                    "session within refresh margin, logging in"
489                );
490                self.login().await
491            } else {
492                Ok(sess)
493            }
494        } else {
495            warn!("No session to refresh, performing login");
496            self.login().await
497        }
498    }
499
500    /// Forces a fresh re-authentication regardless of local expiry state.
501    ///
502    /// This is the reactive 401 / server-side-invalidation path. When IG rejects
503    /// a token that the local clock still considers valid (server-side
504    /// invalidation, a concurrent login elsewhere, or clock skew), a proactive
505    /// [`refresh_token`](Self::refresh_token) would see a "valid" session and
506    /// hand back the *same* stale token, so the replayed request would fail
507    /// again. `force_refresh` ignores local expiry and performs a full
508    /// [`login`](Self::login), which fetches and stores a brand-new session.
509    ///
510    /// It cannot loop back through the 401 handler: [`login`](Self::login) issues
511    /// its HTTP requests through
512    /// [`make_http_request`] directly, not
513    /// through the [`HttpClient`](crate::application::http::HttpClient) refresh-and-replay
514    /// path, so a 401 encountered *during* login surfaces as a typed error rather
515    /// than recursing into `force_refresh`.
516    ///
517    /// # Returns
518    /// * `Ok(Session)` - A freshly authenticated session with new tokens.
519    /// * `Err(AppError)` - If re-authentication fails.
520    ///
521    /// # Errors
522    /// Returns [`AppError`] when the login request fails (network, credentials,
523    /// or rate limiting).
524    pub async fn force_refresh(&self) -> Result<Session, AppError> {
525        debug!("forcing re-authentication, ignoring local expiry");
526        self.login().await
527    }
528
529    /// Switches to a different trading account
530    ///
531    /// # Arguments
532    /// * `account_id` - The account ID to switch to
533    /// * `default_account` - Whether to set as default account
534    ///
535    /// # Returns
536    /// * `Ok(Session)` - New session for the switched account
537    /// * `Err(AppError)` - If account switch fails
538    pub async fn switch_account(
539        &self,
540        account_id: &str,
541        default_account: Option<bool>,
542    ) -> Result<Session, AppError> {
543        let current_session = self.get_session().await?;
544        if matches!(current_session.api_version, 3) {
545            return Err(AppError::InvalidInput(
546                "Cannot switch accounts with OAuth".to_string(),
547            ));
548        }
549
550        if current_session.account_id == account_id {
551            debug!("Already on account {}", account_id);
552            return Ok(current_session);
553        }
554
555        info!("Switching to account: {}", account_id);
556
557        let url = format!("{}/session", self.config.rest_api.base_url);
558
559        let mut body = serde_json::json!({
560            "accountId": account_id,
561        });
562
563        if let Some(default) = default_account {
564            body["defaultAccount"] = serde_json::json!(default);
565        }
566
567        // Build headers with authentication. Only the v2 (CST /
568        // X-SECURITY-TOKEN) path is reachable here: OAuth sessions
569        // (`api_version == 3`) are rejected above, so no `Authorization: Bearer`
570        // branch is needed.
571        let api_key = self.config.credentials.api_key.clone();
572        let cst;
573        let x_security_token;
574
575        let mut headers = vec![
576            ("X-IG-API-KEY", api_key.as_str()),
577            ("Content-Type", "application/json"),
578            ("Version", "1"),
579        ];
580
581        if let Some(cst_val) = &current_session.cst {
582            cst = cst_val.clone();
583            headers.push(("CST", cst.as_str()));
584        }
585        if let Some(token_val) = &current_session.x_security_token {
586            x_security_token = token_val.clone();
587            headers.push(("X-SECURITY-TOKEN", x_security_token.as_str()));
588        }
589
590        let response = make_http_request(
591            &self.client,
592            &self.rate_limiter,
593            Method::PUT,
594            &url,
595            headers,
596            &Some(body),
597            RetryConfig::default(),
598        )
599        .await?;
600
601        // IG re-issues the X-SECURITY-TOKEN (and sometimes CST) in the switch
602        // response. Read them from the headers and merge them in; a missing
603        // header keeps the existing token rather than nulling it.
604        let new_cst = response
605            .headers()
606            .get("CST")
607            .and_then(|v| v.to_str().ok())
608            .map(String::from);
609        let new_x_security_token = response
610            .headers()
611            .get("X-SECURITY-TOKEN")
612            .and_then(|v| v.to_str().ok())
613            .map(String::from);
614
615        // IG re-issues X-SECURITY-TOKEN on a successful switch. Its absence on a
616        // 2xx response is anomalous (proxy stripping / response-shape drift): the
617        // old token is kept below, but flag it since it will 401 the next call.
618        if new_x_security_token.is_none() {
619            warn!("switch response carried no X-SECURITY-TOKEN; keeping the previous token");
620        }
621
622        // After switching, update the session with the fresh tokens and the new
623        // account id.
624        let mut new_session = apply_switch_headers(
625            current_session.clone(),
626            new_cst.as_deref(),
627            new_x_security_token.as_deref(),
628        );
629        new_session.account_id = account_id.to_string();
630
631        {
632            let mut session = self.session.write().await;
633            *session = Some(new_session.clone());
634        }
635
636        info!("✓ Switched to account: {}", account_id);
637        Ok(new_session)
638    }
639
640    /// Logs out and clears the current session.
641    ///
642    /// Before clearing local state, this issues `DELETE /session` (IG API
643    /// Version 1) with the current authentication headers. For a **v2** session
644    /// (CST / X-SECURITY-TOKEN) this invalidates the session server-side. For a
645    /// **v3 / OAuth** session there is no IG token-revocation endpoint and the
646    /// short-lived access token has usually already expired, so `DELETE /session`
647    /// is best-effort: logout clears local state and the OAuth tokens lapse on
648    /// their own expiry rather than being actively revoked. A `401 Unauthorized`
649    /// (or an already-invalid OAuth token) is treated as already-logged-out and
650    /// reported as success.
651    ///
652    /// The local session is always cleared, even when the server-side call
653    /// fails, so the client is never wedged in an authenticated-but-unusable
654    /// state; the underlying failure is still returned as a typed error.
655    ///
656    /// # Errors
657    /// Returns [`AppError`] when the server-side logout request fails for a
658    /// reason other than an already-invalid session (401). The local session is
659    /// cleared regardless.
660    pub async fn logout(&self) -> Result<(), AppError> {
661        info!("Logging out");
662
663        // Snapshot the current session without holding the lock across the HTTP
664        // call. With no session there is nothing to revoke server-side.
665        let current_session = {
666            let session = self.session.read().await;
667            session.clone()
668        };
669
670        let server_result = match current_session {
671            Some(sess) => self.revoke_session(&sess).await,
672            None => Ok(()),
673        };
674
675        // Always clear local state so the client is never wedged, regardless of
676        // the server-side outcome.
677        {
678            let mut session = self.session.write().await;
679            *session = None;
680        }
681
682        match server_result {
683            Ok(()) => {
684                info!("✓ Logged out successfully");
685                Ok(())
686            }
687            Err(e) => {
688                // The error type carries no secrets (see `AppError`), so it is
689                // safe to log; local state has already been cleared.
690                error!("server-side logout failed: {}", e);
691                Err(e)
692            }
693        }
694    }
695
696    /// Issues `DELETE /session` (IG API Version 1) to terminate the session
697    /// server-side.
698    ///
699    /// A `401 Unauthorized` (or an already-invalid OAuth token) means the
700    /// session is no longer valid server-side and is treated as success.
701    ///
702    /// # Errors
703    /// Returns [`AppError`] if the request fails for any reason other than an
704    /// already-invalid session.
705    async fn revoke_session(&self, session: &Session) -> Result<(), AppError> {
706        let url = format!("{}/session", self.config.rest_api.base_url);
707        let api_key = self.config.credentials.api_key.clone();
708
709        let auth_header_value;
710        let cst;
711        let x_security_token;
712
713        let mut headers = vec![
714            ("X-IG-API-KEY", api_key.as_str()),
715            ("Content-Type", "application/json"),
716            ("Version", "1"),
717        ];
718
719        if let Some(oauth) = &session.oauth_token {
720            auth_header_value = format!("Bearer {}", oauth.access_token);
721            headers.push(("Authorization", auth_header_value.as_str()));
722            headers.push(("IG-ACCOUNT-ID", session.account_id.as_str()));
723        } else {
724            if let Some(cst_val) = &session.cst {
725                cst = cst_val.clone();
726                headers.push(("CST", cst.as_str()));
727            }
728            if let Some(token_val) = &session.x_security_token {
729                x_security_token = token_val.clone();
730                headers.push(("X-SECURITY-TOKEN", x_security_token.as_str()));
731            }
732        }
733
734        match make_http_request(
735            &self.client,
736            &self.rate_limiter,
737            Method::DELETE,
738            &url,
739            headers,
740            &None::<()>,
741            RetryConfig::default(),
742        )
743        .await
744        {
745            Ok(_) => Ok(()),
746            // A 401 (or an expired OAuth token) means the session is already
747            // invalid server-side: the logout goal is met.
748            Err(AppError::Unauthorized | AppError::OAuthTokenExpired) => {
749                debug!("session already invalid server-side; treating as logged out");
750                Ok(())
751            }
752            Err(e) => Err(e),
753        }
754    }
755}
756
757#[cfg(test)]
758mod session_lifecycle_tests {
759    use super::*;
760
761    fn v2_session(cst: Option<&str>, xst: Option<&str>) -> Session {
762        Session {
763            account_id: "ACC-OLD".to_string(),
764            client_id: "CLIENT1".to_string(),
765            lightstreamer_endpoint: "demo-apd.marketdatasystems.com".to_string(),
766            cst: cst.map(String::from),
767            x_security_token: xst.map(String::from),
768            oauth_token: None,
769            api_version: 2,
770            expires_at: 123,
771        }
772    }
773
774    #[test]
775    fn test_apply_switch_headers_replaces_xst_and_keeps_other_fields() {
776        let session = v2_session(Some("OLD-CST"), Some("OLD-XST"));
777        // A switch response that only re-issues the X-SECURITY-TOKEN.
778        let updated = apply_switch_headers(session, None, Some("NEW-XST"));
779
780        assert_eq!(updated.x_security_token.as_deref(), Some("NEW-XST"));
781        // CST is preserved when the header is absent.
782        assert_eq!(updated.cst.as_deref(), Some("OLD-CST"));
783        // Unrelated fields carry through unchanged.
784        assert_eq!(updated.account_id, "ACC-OLD");
785        assert_eq!(updated.expires_at, 123);
786        assert_eq!(updated.api_version, 2);
787    }
788
789    #[test]
790    fn test_apply_switch_headers_updates_both_tokens() {
791        let session = v2_session(Some("OLD-CST"), Some("OLD-XST"));
792        let updated = apply_switch_headers(session, Some("NEW-CST"), Some("NEW-XST"));
793
794        assert_eq!(updated.cst.as_deref(), Some("NEW-CST"));
795        assert_eq!(updated.x_security_token.as_deref(), Some("NEW-XST"));
796    }
797
798    #[test]
799    fn test_apply_switch_headers_none_preserves_existing_tokens() {
800        let session = v2_session(Some("OLD-CST"), Some("OLD-XST"));
801        // A switch response carrying neither header must not null the tokens.
802        let updated = apply_switch_headers(session, None, None);
803
804        assert_eq!(updated.cst.as_deref(), Some("OLD-CST"));
805        assert_eq!(updated.x_security_token.as_deref(), Some("OLD-XST"));
806    }
807
808    #[test]
809    fn test_should_switch_account_guards_the_sentinel_and_v3() {
810        use crate::constants::DEFAULT_ACCOUNT_ID;
811
812        // Real configured account that differs from the current one: switch.
813        assert!(should_switch_account(2, "ACC-B", "ACC-A"));
814        // Unconfigured default sentinel: must NOT switch (would fail login).
815        assert!(!should_switch_account(2, DEFAULT_ACCOUNT_ID, "ACC-A"));
816        // Empty configured account: must not switch.
817        assert!(!should_switch_account(2, "", "ACC-A"));
818        // Already on the configured account: no switch needed.
819        assert!(!should_switch_account(2, "ACC-A", "ACC-A"));
820        // OAuth (v3) is never switched through this path.
821        assert!(!should_switch_account(3, "ACC-B", "ACC-A"));
822    }
823
824    #[tokio::test]
825    async fn test_ws_info_uses_cached_session_without_login() {
826        let auth =
827            Auth::try_new(Arc::new(Config::default())).expect("auth construction should succeed");
828
829        // Seed a valid (non-expired) v2 session with known tokens. Because the
830        // session is valid, `ws_info` -> `get_session` must return it without a
831        // network login (a login would require real credentials and fail).
832        let expires_at = (Utc::now().timestamp() + 3600) as u64;
833        let seeded = Session {
834            account_id: "ACC123".to_string(),
835            client_id: "CLIENT1".to_string(),
836            lightstreamer_endpoint: "demo-apd.marketdatasystems.com".to_string(),
837            cst: Some("CST-TOKEN".to_string()),
838            x_security_token: Some("XST-TOKEN".to_string()),
839            oauth_token: None,
840            api_version: 2,
841            expires_at,
842        };
843        {
844            let mut guard = auth.session.write().await;
845            *guard = Some(seeded);
846        }
847
848        let ws = match auth.ws_info().await {
849            Ok(ws) => ws,
850            Err(e) => panic!("ws_info should return Ok for a cached session: {e}"),
851        };
852
853        // The returned info derives from the cached session's tokens, proving no
854        // fresh login occurred.
855        assert_eq!(ws.account_id, "ACC123");
856        assert_eq!(ws.cst.as_deref(), Some("CST-TOKEN"));
857        assert_eq!(ws.x_security_token.as_deref(), Some("XST-TOKEN"));
858        assert!(ws.server.contains("demo-apd.marketdatasystems.com"));
859    }
860}
861
862#[cfg(test)]
863mod expiry_and_refresh_tests {
864    use super::*;
865
866    fn v2_session(expires_at: u64) -> Session {
867        Session {
868            account_id: "ACC123".to_string(),
869            client_id: "CLIENT1".to_string(),
870            lightstreamer_endpoint: "demo-apd.marketdatasystems.com".to_string(),
871            cst: Some("CST-TOKEN".to_string()),
872            x_security_token: Some("XST-TOKEN".to_string()),
873            oauth_token: None,
874            api_version: 2,
875            expires_at,
876        }
877    }
878
879    fn v3_session(expires_at: u64) -> Session {
880        Session {
881            account_id: "ACC123".to_string(),
882            client_id: "CLIENT1".to_string(),
883            lightstreamer_endpoint: "demo-apd.marketdatasystems.com".to_string(),
884            cst: None,
885            x_security_token: None,
886            oauth_token: Some(OAuthToken {
887                access_token: "ACCESS".to_string(),
888                refresh_token: "REFRESH".to_string(),
889                scope: "read write".to_string(),
890                token_type: "Bearer".to_string(),
891                expires_in: "60".to_string(),
892                created_at: Utc::now(),
893            }),
894            api_version: 3,
895            expires_at,
896        }
897    }
898
899    #[test]
900    fn test_seconds_until_expiry_expired_session_returns_zero() {
901        // expires_at 100s in the past -> saturating to 0, never a huge u64.
902        let past = u64::try_from(Utc::now().timestamp())
903            .unwrap_or(0)
904            .saturating_sub(100);
905        let session = v2_session(past);
906        assert_eq!(session.seconds_until_expiry(), 0);
907    }
908
909    #[test]
910    fn test_seconds_until_expiry_valid_session_is_positive() {
911        let future = u64::try_from(Utc::now().timestamp())
912            .unwrap_or(0)
913            .saturating_add(3600);
914        let session = v2_session(future);
915        // Allow a small slack for the wall-clock read inside the method.
916        assert!(session.seconds_until_expiry() > 3500);
917    }
918
919    #[test]
920    fn test_time_until_expiry_expired_session_is_zero() {
921        let past = u64::try_from(Utc::now().timestamp())
922            .unwrap_or(0)
923            .saturating_sub(100);
924        let session = v2_session(past);
925        assert_eq!(session.time_until_expiry(), std::time::Duration::ZERO);
926    }
927
928    #[test]
929    fn test_is_expired_large_margin_does_not_underflow() {
930        // Tiny expires_at with an enormous margin must not underflow / panic;
931        // it simply reports the session as expired.
932        let session = v2_session(1);
933        assert!(session.is_expired(Some(u64::MAX)));
934        assert!(session.is_expired(Some(1000)));
935    }
936
937    #[test]
938    fn test_is_expired_valid_session_within_margin_still_valid() {
939        let future = u64::try_from(Utc::now().timestamp())
940            .unwrap_or(0)
941            .saturating_add(3600);
942        let session = v2_session(future);
943        assert!(!session.is_expired(Some(60)));
944    }
945
946    #[test]
947    fn test_proactive_refresh_margin_v3_is_small_v2_is_large() {
948        let v3 = v3_session(0);
949        let v2 = v2_session(0);
950        assert_eq!(
951            proactive_refresh_margin_secs(&v3),
952            crate::constants::PROACTIVE_REFRESH_MARGIN_V3_SECS
953        );
954        assert_eq!(
955            proactive_refresh_margin_secs(&v2),
956            crate::constants::PROACTIVE_REFRESH_MARGIN_V2_SECS
957        );
958        // v3's short-lived tokens get a tighter margin than v2's 6h sessions.
959        assert!(proactive_refresh_margin_secs(&v3) < proactive_refresh_margin_secs(&v2));
960    }
961
962    #[tokio::test]
963    async fn test_refresh_token_returns_cached_valid_session_without_login() {
964        // refresh_token has an expiry gate: a comfortably-valid session is
965        // returned unchanged, so no network login is attempted. This is the
966        // behaviour that differs from force_refresh (which always re-logs in).
967        let auth =
968            Auth::try_new(Arc::new(Config::default())).expect("auth construction should succeed");
969        let future = u64::try_from(Utc::now().timestamp())
970            .unwrap_or(0)
971            .saturating_add(3600);
972        let seeded = v2_session(future);
973        {
974            let mut guard = auth.session.write().await;
975            *guard = Some(seeded);
976        }
977
978        let refreshed = match auth.refresh_token().await {
979            Ok(session) => session,
980            Err(e) => panic!("refresh_token should return the cached session: {e}"),
981        };
982        // Same cached tokens returned: no re-authentication happened.
983        assert_eq!(refreshed.account_id, "ACC123");
984        assert_eq!(refreshed.cst.as_deref(), Some("CST-TOKEN"));
985        assert_eq!(refreshed.expires_at, future);
986    }
987
988    #[test]
989    fn test_force_refresh_is_public_and_present() {
990        // Compile-time proof that the additive 401-path API exists. Invoking it
991        // would perform a real login, so it is not called here (no network in
992        // unit tests).
993        let _ = Auth::force_refresh;
994    }
995}
996
997#[cfg(test)]
998mod oauth_login_guard_tests {
999    use super::*;
1000
1001    // Captured real IG demo v2 `/session` body (same shape as the existing
1002    // deserialization tests). Deserialized through the untagged
1003    // `SessionResponse` it lands on the V2 variant, so the derived session
1004    // carries no OAuth token — exactly the mismatch `login_oauth` must reject.
1005    const V2_BODY: &str = r#"{"accountType":"CFD","accountInfo":{"balance":21065.86,"deposit":3033.31,"profitLoss":-285.27,"available":16659.01},"currencyIsoCode":"EUR","currencySymbol":"E","currentAccountId":"ZZZZZ","lightstreamerEndpoint":"https://demo-apd.marketdatasystems.com","accounts":[{"accountId":"Z405P5","accountName":"Turbo24","preferred":false,"accountType":"PHYSICAL"},{"accountId":"ZHJ5N","accountName":"DEMO_A","preferred":false,"accountType":"CFD"},{"accountId":"ZZZZZ","accountName":"Opciones","preferred":true,"accountType":"CFD"}],"clientId":"101290216","timezoneOffset":1,"hasActiveDemoAccounts":true,"hasActiveLiveAccounts":true,"trailingStopsEnabled":false,"reroutingEnvironment":null,"dealingEnabled":true}"#;
1006
1007    #[test]
1008    fn test_ensure_oauth_session_v2_body_on_v3_path_yields_unauthorized()
1009    -> Result<(), serde_json::Error> {
1010        // Deserialize a v2-shaped body the way `login_oauth` does after a v3
1011        // request, then run it through the same guard.
1012        let response: SessionResponse = serde_json::from_str(V2_BODY)?;
1013        let session = response.get_session();
1014        // A v2 body carries no OAuth token.
1015        assert!(!session.is_oauth());
1016
1017        // The guard maps this to a typed error instead of panicking (the old
1018        // `assert!(session.is_oauth())` would have aborted here).
1019        match ensure_oauth_session(session) {
1020            Err(AppError::Unauthorized) => Ok(()),
1021            other => panic!("expected AppError::Unauthorized, got {other:?}"),
1022        }
1023    }
1024
1025    #[test]
1026    fn test_ensure_oauth_session_oauth_body_passes_through() {
1027        // A genuine v3 session passes the guard unchanged.
1028        let session = Session {
1029            account_id: "ACC123".to_string(),
1030            client_id: "CLIENT1".to_string(),
1031            lightstreamer_endpoint: "demo-apd.marketdatasystems.com".to_string(),
1032            cst: None,
1033            x_security_token: None,
1034            oauth_token: Some(OAuthToken {
1035                access_token: "ACCESS".to_string(),
1036                refresh_token: "REFRESH".to_string(),
1037                scope: "read write".to_string(),
1038                token_type: "Bearer".to_string(),
1039                expires_in: "60".to_string(),
1040                created_at: Utc::now(),
1041            }),
1042            api_version: 3,
1043            expires_at: 0,
1044        };
1045        assert!(ensure_oauth_session(session).is_ok());
1046    }
1047}
1048
1049#[cfg(test)]
1050mod redaction_tests {
1051    use super::*;
1052
1053    fn secret_session() -> Session {
1054        Session {
1055            account_id: "ACC123".to_string(),
1056            client_id: "CLIENT1".to_string(),
1057            lightstreamer_endpoint: "https://ls.example.com".to_string(),
1058            cst: Some("SECRET-CST-VALUE".to_string()),
1059            x_security_token: Some("SECRET-XST-VALUE".to_string()),
1060            oauth_token: Some(OAuthToken {
1061                access_token: "SECRET-ACCESS-VALUE".to_string(),
1062                refresh_token: "SECRET-REFRESH-VALUE".to_string(),
1063                scope: "read write".to_string(),
1064                token_type: "Bearer".to_string(),
1065                expires_in: "60".to_string(),
1066                created_at: chrono::Utc::now(),
1067            }),
1068            api_version: 3,
1069            expires_at: 0,
1070        }
1071    }
1072
1073    #[test]
1074    fn test_session_debug_redacts_tokens() {
1075        let session = secret_session();
1076        let rendered = format!("{session:?}");
1077
1078        assert!(!rendered.contains("SECRET-CST-VALUE"));
1079        assert!(!rendered.contains("SECRET-XST-VALUE"));
1080        assert!(!rendered.contains("SECRET-ACCESS-VALUE"));
1081        assert!(!rendered.contains("SECRET-REFRESH-VALUE"));
1082        assert!(rendered.contains("<redacted>"));
1083        // Non-secret fields stay visible.
1084        assert!(rendered.contains("ACC123"));
1085        assert!(rendered.contains("ls.example.com"));
1086    }
1087
1088    #[test]
1089    fn test_websocket_info_debug_redacts_tokens() {
1090        let ws = WebsocketInfo {
1091            server: "https://ls.example.com/lightstreamer".to_string(),
1092            cst: Some("SECRET-CST-VALUE".to_string()),
1093            x_security_token: Some("SECRET-XST-VALUE".to_string()),
1094            account_id: "ACC123".to_string(),
1095        };
1096        let rendered = format!("{ws:?}");
1097
1098        assert!(!rendered.contains("SECRET-CST-VALUE"));
1099        assert!(!rendered.contains("SECRET-XST-VALUE"));
1100        assert!(rendered.contains("Some(<redacted>)"));
1101        assert!(rendered.contains("ACC123"));
1102        assert!(rendered.contains("ls.example.com"));
1103    }
1104
1105    #[test]
1106    fn test_websocket_info_display_redacts_tokens() {
1107        let ws = WebsocketInfo {
1108            server: "https://ls.example.com/lightstreamer".to_string(),
1109            cst: Some("SECRET-CST-VALUE".to_string()),
1110            x_security_token: Some("SECRET-XST-VALUE".to_string()),
1111            account_id: "ACC123".to_string(),
1112        };
1113        let rendered = format!("{ws}");
1114
1115        assert!(!rendered.contains("SECRET-CST-VALUE"));
1116        assert!(!rendered.contains("SECRET-XST-VALUE"));
1117        assert!(rendered.contains("<redacted>"));
1118        assert!(rendered.contains("ACC123"));
1119
1120        // `None` tokens render as `None`, not as a redacted placeholder.
1121        let ws_none = WebsocketInfo {
1122            server: "https://ls.example.com/lightstreamer".to_string(),
1123            cst: None,
1124            x_security_token: None,
1125            account_id: "ACC123".to_string(),
1126        };
1127        assert!(format!("{ws_none}").contains("None"));
1128    }
1129}