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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::{Pacing, make_http_request_with_account};
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    /// Budget shared with every other key of the account, charged on each
142    /// `/session` call just as it is on data requests: IG counts a login too.
143    account_limiter: Option<RateLimiter>,
144}
145
146impl Auth {
147    /// Creates a new Auth instance, returning an error if the HTTP client
148    /// cannot be constructed.
149    ///
150    /// This is the sole constructor for [`Auth`]: it surfaces a TLS /
151    /// client-builder failure as a typed [`AppError`] instead of panicking, so
152    /// callers can handle a broken TLS backend gracefully.
153    ///
154    /// # Arguments
155    /// * `config` - Configuration containing credentials and API settings
156    ///
157    /// # Errors
158    /// Returns [`AppError::Network`] if the underlying `reqwest` client cannot
159    /// be built (e.g. the system TLS backend fails to initialize).
160    pub fn try_new(config: Arc<Config>) -> Result<Self, AppError> {
161        let rate_limiter = RateLimiter::new(&config.rate_limiter);
162        Self::with_rate_limiter(config, rate_limiter)
163    }
164
165    /// Builds an `Auth` paced against both this key's limiter and the
166    /// account-wide one.
167    ///
168    /// # Errors
169    /// Returns [`AppError::Network`] if the HTTP client cannot be built.
170    pub fn with_limiters(
171        config: Arc<Config>,
172        rate_limiter: RateLimiter,
173        account_limiter: RateLimiter,
174    ) -> Result<Self, AppError> {
175        let mut auth = Self::with_rate_limiter(config, rate_limiter)?;
176        auth.account_limiter = Some(account_limiter);
177        Ok(auth)
178    }
179
180    /// Builds an `Auth` that paces against a caller-supplied limiter.
181    ///
182    /// IG meters its allowance per API key, and a login is one of the requests
183    /// it counts. When a key's session and its data requests pace against
184    /// separate limiters, the key's real budget is the sum of the two and IG
185    /// rejects requests the client believed were within budget. Sharing one
186    /// limiter per key is what makes the local pacing match the remote one.
187    ///
188    /// # Arguments
189    /// * `config` - Configuration containing credentials and API settings
190    /// * `rate_limiter` - The limiter owned by this key
191    ///
192    /// # Errors
193    /// Returns [`AppError::Network`] if the underlying `reqwest` client cannot
194    /// be built (e.g. the system TLS backend fails to initialize).
195    pub fn with_rate_limiter(
196        config: Arc<Config>,
197        rate_limiter: RateLimiter,
198    ) -> Result<Self, AppError> {
199        let client = Client::builder().user_agent(USER_AGENT).build()?;
200
201        Ok(Self {
202            config,
203            client,
204            session: Arc::new(RwLock::new(None)),
205            rate_limiter,
206            account_limiter: None,
207        })
208    }
209
210    /// Gets WebSocket connection information for Lightstreamer, reusing the
211    /// cached session.
212    ///
213    /// This calls [`Auth::get_session`], which returns the cached session when
214    /// it is still valid and only logs in (storing the new session) when none
215    /// exists or it has expired. The configured API version is honoured — no
216    /// per-call v2 re-login is performed.
217    ///
218    /// # Returns
219    /// * `Ok(WebsocketInfo)` - Endpoint and authentication tokens for the
220    ///   current session.
221    /// * `Err(AppError)` - If session retrieval (login / refresh) fails.
222    ///
223    /// # Errors
224    /// Returns [`AppError`] when the session cannot be retrieved (login or token
225    /// refresh failure).
226    pub async fn ws_info(&self) -> Result<WebsocketInfo, AppError> {
227        let session = self.get_session().await?;
228        Ok(session.get_websocket_info())
229    }
230
231    /// Gets the WebSocket password for Lightstreamer authentication
232    ///
233    /// # Returns
234    /// * WebSocket password in format "CST-{cst}|XST-{token}" or empty string if session is not available
235    #[deprecated(
236        note = "use ws_info() which reuses the cached session and returns a typed error instead of a default-on-error WebsocketInfo"
237    )]
238    pub async fn get_ws_info(&self) -> WebsocketInfo {
239        self.ws_info().await.unwrap_or_default()
240    }
241
242    /// The budgets a `/session` request must pass: this key's, then the
243    /// account's.
244    fn pacing(&self) -> Pacing<'_> {
245        Pacing {
246            key: &self.rate_limiter,
247            account: self.account_limiter.as_ref(),
248        }
249    }
250
251    /// Whether a session is cached and not within its refresh margin.
252    ///
253    /// Lets a caller tell "this key can send right now" from "this key would
254    /// have to log in first" without triggering the login. The key pool needs
255    /// that distinction: probing every key with `get_session` would
256    /// authenticate the whole pool to serve one request.
257    pub async fn has_ready_session(&self) -> bool {
258        let session = self.session.read().await;
259        session.as_ref().is_some_and(|sess| {
260            !sess.needs_token_refresh(Some(proactive_refresh_margin_secs(sess)))
261        })
262    }
263
264    /// Gets the current session, ensuring tokens are valid
265    ///
266    /// This method automatically refreshes expired OAuth tokens or re-authenticates if needed.
267    ///
268    /// # Returns
269    /// * `Ok(Session)` - Valid session with fresh tokens
270    /// * `Err(AppError)` - If authentication fails
271    ///
272    /// # Errors
273    /// Returns [`AppError`] when login or token refresh fails.
274    pub async fn get_session(&self) -> Result<Session, AppError> {
275        let session = self.session.read().await;
276
277        if let Some(sess) = session.as_ref() {
278            // Refresh proactively once the session enters its refresh margin. The
279            // margin is derived from the session type so it matches the one
280            // `refresh_token` re-checks with — otherwise the refresh detour would
281            // hand back the same near-expired session (the old 300s/1s mismatch).
282            let margin = proactive_refresh_margin_secs(sess);
283            if sess.needs_token_refresh(Some(margin)) {
284                drop(session); // Release read lock
285                debug!(margin_secs = margin, "session within refresh margin");
286                return self.refresh_token().await;
287            }
288            return Ok(sess.clone());
289        }
290
291        drop(session);
292
293        // No session exists, need to login
294        info!("No active session, logging in");
295        self.login().await
296    }
297
298    /// Performs initial login to IG Markets API
299    ///
300    /// Automatically detects API version from config and uses appropriate authentication method.
301    ///
302    /// # Returns
303    /// * `Ok(Session)` - Authenticated session
304    /// * `Err(AppError)` - If login fails
305    pub async fn login(&self) -> Result<Session, AppError> {
306        let api_version = self.config.api_version.unwrap_or(2);
307
308        debug!("Logging in with API v{}", api_version);
309
310        let session = if api_version == 3 {
311            self.login_oauth().await?
312        } else {
313            self.login_v2().await?
314        };
315
316        // Store session. The write guard is scoped so it is released before any
317        // account-selection switch below: `switch_account` reads `self.session`
318        // via `get_session`, and holding the guard across that call would
319        // deadlock.
320        {
321            let mut sess = self.session.write().await;
322            *sess = Some(session.clone());
323        }
324
325        info!("✓ Login successful, account: {}", session.account_id);
326
327        // v2 account selection: the v2 `/session` response reports IG's
328        // current/default account, which may differ from the configured one.
329        // Switch to the configured account when it is set and differs. This
330        // cannot recurse: the session was just stored above, so
331        // `switch_account` -> `get_session` returns the cached (valid) session
332        // and never triggers another login. OAuth (v3) already pins the account
333        // in `login_oauth`, so it is skipped here.
334        if api_version != 3 {
335            let configured = self.config.credentials.account_id.clone();
336            if should_switch_account(api_version, &configured, &session.account_id) {
337                info!("selecting configured account after v2 login");
338                // `Box::pin` breaks the compile-time async recursion cycle
339                // (login -> switch_account -> get_session -> login). The cycle
340                // is runtime-bounded: the session was stored above, so
341                // `get_session` returns it without logging in again.
342                return Box::pin(self.switch_account(&configured, None)).await;
343            }
344        }
345
346        Ok(session)
347    }
348
349    /// Performs login using API v2 (CST/X-SECURITY-TOKEN) with automatic retry on rate limit
350    async fn login_v2(&self) -> Result<Session, AppError> {
351        let url = format!("{}/session", self.config.rest_api.base_url);
352
353        let body = serde_json::json!({
354            "identifier": self.config.credentials.username,
355            "password": self.config.credentials.password,
356        });
357
358        debug!("Sending v2 login request to: {}", url);
359
360        let headers = vec![
361            ("X-IG-API-KEY", self.config.credentials.api_key.as_str()),
362            ("Content-Type", "application/json"),
363            ("Version", "2"),
364        ];
365
366        let response = make_http_request_with_account(
367            &self.client,
368            self.pacing(),
369            Method::POST,
370            &url,
371            headers,
372            &Some(body),
373            RetryConfig::default(),
374        )
375        .await?;
376
377        // Extract CST and X-SECURITY-TOKEN from headers
378        let cst: String = match response
379            .headers()
380            .get("CST")
381            .and_then(|v| v.to_str().ok())
382            .map(String::from)
383        {
384            Some(token) => token,
385            None => {
386                // A rejected / malformed auth response, not bad caller input:
387                // surface a typed auth error naming the missing header.
388                error!("missing cst header in login response");
389                return Err(AuthError::MissingSessionToken("cst".to_string()).into());
390            }
391        };
392        let x_security_token: String = match response
393            .headers()
394            .get("X-SECURITY-TOKEN")
395            .and_then(|v| v.to_str().ok())
396            .map(String::from)
397        {
398            Some(token) => token,
399            None => {
400                // A rejected / malformed auth response, not bad caller input:
401                // surface a typed auth error naming the missing header.
402                error!("missing x-security-token header in login response");
403                return Err(AuthError::MissingSessionToken("x-security-token".to_string()).into());
404            }
405        };
406
407        let x_ig_api_key: String = response
408            .headers()
409            .get("X-IG-API-KEY")
410            .and_then(|v| v.to_str().ok())
411            .map(String::from)
412            .unwrap_or_else(|| self.config.credentials.api_key.clone());
413
414        let security_headers: SecurityHeaders = SecurityHeaders {
415            cst,
416            x_security_token,
417            x_ig_api_key,
418        };
419
420        // Get response body as text first for debugging
421        let body_text = response.text().await.map_err(|e| {
422            error!("Failed to read response body: {}", e);
423            AppError::Network(e)
424        })?;
425        debug!("Login response body length: {} bytes", body_text.len());
426
427        // Parse the JSON
428        let mut response: SessionResponse = serde_json::from_str(&body_text).map_err(|e| {
429            // Never log the body: the `/session` response carries credentials.
430            error!(
431                endpoint = %url,
432                body_len = body_text.len(),
433                "failed to parse login response: {}",
434                e
435            );
436            AppError::Deserialization(format!("Failed to parse login response: {}", e))
437        })?;
438        let session = response.get_session_v2(&security_headers);
439
440        Ok(session)
441    }
442
443    /// Performs login using API v3 (OAuth) with automatic retry on rate limit
444    async fn login_oauth(&self) -> Result<Session, AppError> {
445        let url = format!("{}/session", self.config.rest_api.base_url);
446
447        let body = serde_json::json!({
448            "identifier": self.config.credentials.username,
449            "password": self.config.credentials.password,
450        });
451
452        debug!("Sending OAuth login request to: {}", url);
453        let headers = vec![
454            ("X-IG-API-KEY", self.config.credentials.api_key.as_str()),
455            ("Content-Type", "application/json"),
456            ("Version", "3"),
457        ];
458
459        let response = make_http_request_with_account(
460            &self.client,
461            self.pacing(),
462            Method::POST,
463            &url,
464            headers,
465            &Some(body),
466            RetryConfig::default(),
467        )
468        .await?;
469
470        let response: SessionResponse = response.json().await?;
471        let mut session = response.get_session();
472        if session.account_id != self.config.credentials.account_id {
473            session.account_id = self.config.credentials.account_id.clone();
474        };
475
476        // A v2-shaped body on the v3 path (server-side mismatch) must not panic;
477        // surface it as a typed error instead.
478        ensure_oauth_session(session)
479    }
480
481    /// Proactively refreshes the session when it is within its refresh margin.
482    ///
483    /// This is the *proactive* path (driven by the local clock). It re-checks the
484    /// cached session against the same margin
485    /// [`get_session`](Self::get_session) used to decide a refresh was due, so
486    /// the two stay consistent and the refresh actually fires when the session is
487    /// close to expiry. If the session is still comfortably valid it is returned
488    /// unchanged; otherwise a full [`login`](Self::login) is performed.
489    ///
490    /// For the reactive 401 / server-side-invalidation path — where the local
491    /// clock still considers the token valid but IG has already rejected it — use
492    /// [`force_refresh`](Self::force_refresh), which re-authenticates
493    /// unconditionally.
494    ///
495    /// # Returns
496    /// * `Ok(Session)` - A valid session (refreshed if it was within margin).
497    /// * `Err(AppError)` - If re-authentication fails.
498    ///
499    /// # Errors
500    /// Returns [`AppError`] when a required login fails (network, credentials, or
501    /// rate limiting).
502    pub async fn refresh_token(&self) -> Result<Session, AppError> {
503        let current_session = {
504            let session = self.session.read().await;
505            session.clone()
506        };
507
508        if let Some(sess) = current_session {
509            // Honour the SAME margin `get_session` used to route here, so a
510            // session inside the proactive window is actually re-authenticated
511            // instead of being handed back near-expired.
512            let margin = proactive_refresh_margin_secs(&sess);
513            if sess.is_expired(Some(margin)) {
514                debug!(
515                    margin_secs = margin,
516                    "session within refresh margin, logging in"
517                );
518                self.login().await
519            } else {
520                Ok(sess)
521            }
522        } else {
523            warn!("No session to refresh, performing login");
524            self.login().await
525        }
526    }
527
528    /// Forces a fresh re-authentication regardless of local expiry state.
529    ///
530    /// This is the reactive 401 / server-side-invalidation path. When IG rejects
531    /// a token that the local clock still considers valid (server-side
532    /// invalidation, a concurrent login elsewhere, or clock skew), a proactive
533    /// [`refresh_token`](Self::refresh_token) would see a "valid" session and
534    /// hand back the *same* stale token, so the replayed request would fail
535    /// again. `force_refresh` ignores local expiry and performs a full
536    /// [`login`](Self::login), which fetches and stores a brand-new session.
537    ///
538    /// It cannot loop back through the 401 handler: [`login`](Self::login) issues
539    /// its HTTP requests through
540    /// [`make_http_request_with_account`] directly, not
541    /// through the [`HttpClient`](crate::application::http::HttpClient) refresh-and-replay
542    /// path, so a 401 encountered *during* login surfaces as a typed error rather
543    /// than recursing into `force_refresh`.
544    ///
545    /// # Returns
546    /// * `Ok(Session)` - A freshly authenticated session with new tokens.
547    /// * `Err(AppError)` - If re-authentication fails.
548    ///
549    /// # Errors
550    /// Returns [`AppError`] when the login request fails (network, credentials,
551    /// or rate limiting).
552    pub async fn force_refresh(&self) -> Result<Session, AppError> {
553        debug!("forcing re-authentication, ignoring local expiry");
554        self.login().await
555    }
556
557    /// Switches to a different trading account
558    ///
559    /// # Arguments
560    /// * `account_id` - The account ID to switch to
561    /// * `default_account` - Whether to set as default account
562    ///
563    /// # Returns
564    /// * `Ok(Session)` - New session for the switched account
565    /// * `Err(AppError)` - If account switch fails
566    pub async fn switch_account(
567        &self,
568        account_id: &str,
569        default_account: Option<bool>,
570    ) -> Result<Session, AppError> {
571        let current_session = self.get_session().await?;
572        if matches!(current_session.api_version, 3) {
573            return Err(AppError::InvalidInput(
574                "Cannot switch accounts with OAuth".to_string(),
575            ));
576        }
577
578        if current_session.account_id == account_id {
579            debug!("Already on account {}", account_id);
580            return Ok(current_session);
581        }
582
583        info!("Switching to account: {}", account_id);
584
585        let url = format!("{}/session", self.config.rest_api.base_url);
586
587        let mut body = serde_json::json!({
588            "accountId": account_id,
589        });
590
591        if let Some(default) = default_account {
592            body["defaultAccount"] = serde_json::json!(default);
593        }
594
595        // Build headers with authentication. Only the v2 (CST /
596        // X-SECURITY-TOKEN) path is reachable here: OAuth sessions
597        // (`api_version == 3`) are rejected above, so no `Authorization: Bearer`
598        // branch is needed.
599        let api_key = self.config.credentials.api_key.clone();
600        let cst;
601        let x_security_token;
602
603        let mut headers = vec![
604            ("X-IG-API-KEY", api_key.as_str()),
605            ("Content-Type", "application/json"),
606            ("Version", "1"),
607        ];
608
609        if let Some(cst_val) = &current_session.cst {
610            cst = cst_val.clone();
611            headers.push(("CST", cst.as_str()));
612        }
613        if let Some(token_val) = &current_session.x_security_token {
614            x_security_token = token_val.clone();
615            headers.push(("X-SECURITY-TOKEN", x_security_token.as_str()));
616        }
617
618        let response = make_http_request_with_account(
619            &self.client,
620            self.pacing(),
621            Method::PUT,
622            &url,
623            headers,
624            &Some(body),
625            RetryConfig::default(),
626        )
627        .await?;
628
629        // IG re-issues the X-SECURITY-TOKEN (and sometimes CST) in the switch
630        // response. Read them from the headers and merge them in; a missing
631        // header keeps the existing token rather than nulling it.
632        let new_cst = response
633            .headers()
634            .get("CST")
635            .and_then(|v| v.to_str().ok())
636            .map(String::from);
637        let new_x_security_token = response
638            .headers()
639            .get("X-SECURITY-TOKEN")
640            .and_then(|v| v.to_str().ok())
641            .map(String::from);
642
643        // IG re-issues X-SECURITY-TOKEN on a successful switch. Its absence on a
644        // 2xx response is anomalous (proxy stripping / response-shape drift): the
645        // old token is kept below, but flag it since it will 401 the next call.
646        if new_x_security_token.is_none() {
647            warn!("switch response carried no X-SECURITY-TOKEN; keeping the previous token");
648        }
649
650        // After switching, update the session with the fresh tokens and the new
651        // account id.
652        let mut new_session = apply_switch_headers(
653            current_session.clone(),
654            new_cst.as_deref(),
655            new_x_security_token.as_deref(),
656        );
657        new_session.account_id = account_id.to_string();
658
659        {
660            let mut session = self.session.write().await;
661            *session = Some(new_session.clone());
662        }
663
664        info!("✓ Switched to account: {}", account_id);
665        Ok(new_session)
666    }
667
668    /// Logs out and clears the current session.
669    ///
670    /// Before clearing local state, this issues `DELETE /session` (IG API
671    /// Version 1) with the current authentication headers. For a **v2** session
672    /// (CST / X-SECURITY-TOKEN) this invalidates the session server-side. For a
673    /// **v3 / OAuth** session there is no IG token-revocation endpoint and the
674    /// short-lived access token has usually already expired, so `DELETE /session`
675    /// is best-effort: logout clears local state and the OAuth tokens lapse on
676    /// their own expiry rather than being actively revoked. A `401 Unauthorized`
677    /// (or an already-invalid OAuth token) is treated as already-logged-out and
678    /// reported as success.
679    ///
680    /// The local session is always cleared, even when the server-side call
681    /// fails, so the client is never wedged in an authenticated-but-unusable
682    /// state; the underlying failure is still returned as a typed error.
683    ///
684    /// # Errors
685    /// Returns [`AppError`] when the server-side logout request fails for a
686    /// reason other than an already-invalid session (401). The local session is
687    /// cleared regardless.
688    pub async fn logout(&self) -> Result<(), AppError> {
689        info!("Logging out");
690
691        // Snapshot the current session without holding the lock across the HTTP
692        // call. With no session there is nothing to revoke server-side.
693        let current_session = {
694            let session = self.session.read().await;
695            session.clone()
696        };
697
698        let server_result = match current_session {
699            Some(sess) => self.revoke_session(&sess).await,
700            None => Ok(()),
701        };
702
703        // Always clear local state so the client is never wedged, regardless of
704        // the server-side outcome.
705        {
706            let mut session = self.session.write().await;
707            *session = None;
708        }
709
710        match server_result {
711            Ok(()) => {
712                info!("✓ Logged out successfully");
713                Ok(())
714            }
715            Err(e) => {
716                // The error type carries no secrets (see `AppError`), so it is
717                // safe to log; local state has already been cleared.
718                error!("server-side logout failed: {}", e);
719                Err(e)
720            }
721        }
722    }
723
724    /// Issues `DELETE /session` (IG API Version 1) to terminate the session
725    /// server-side.
726    ///
727    /// A `401 Unauthorized` (or an already-invalid OAuth token) means the
728    /// session is no longer valid server-side and is treated as success.
729    ///
730    /// # Errors
731    /// Returns [`AppError`] if the request fails for any reason other than an
732    /// already-invalid session.
733    async fn revoke_session(&self, session: &Session) -> Result<(), AppError> {
734        let url = format!("{}/session", self.config.rest_api.base_url);
735        let api_key = self.config.credentials.api_key.clone();
736
737        let auth_header_value;
738        let cst;
739        let x_security_token;
740
741        let mut headers = vec![
742            ("X-IG-API-KEY", api_key.as_str()),
743            ("Content-Type", "application/json"),
744            ("Version", "1"),
745        ];
746
747        if let Some(oauth) = &session.oauth_token {
748            auth_header_value = format!("Bearer {}", oauth.access_token);
749            headers.push(("Authorization", auth_header_value.as_str()));
750            headers.push(("IG-ACCOUNT-ID", session.account_id.as_str()));
751        } else {
752            if let Some(cst_val) = &session.cst {
753                cst = cst_val.clone();
754                headers.push(("CST", cst.as_str()));
755            }
756            if let Some(token_val) = &session.x_security_token {
757                x_security_token = token_val.clone();
758                headers.push(("X-SECURITY-TOKEN", x_security_token.as_str()));
759            }
760        }
761
762        match make_http_request_with_account(
763            &self.client,
764            self.pacing(),
765            Method::DELETE,
766            &url,
767            headers,
768            &None::<()>,
769            RetryConfig::default(),
770        )
771        .await
772        {
773            Ok(_) => Ok(()),
774            // A 401 (or an expired OAuth token) means the session is already
775            // invalid server-side: the logout goal is met.
776            Err(AppError::Unauthorized | AppError::OAuthTokenExpired) => {
777                debug!("session already invalid server-side; treating as logged out");
778                Ok(())
779            }
780            Err(e) => Err(e),
781        }
782    }
783}
784
785#[cfg(test)]
786mod session_lifecycle_tests {
787    use super::*;
788
789    fn v2_session(cst: Option<&str>, xst: Option<&str>) -> Session {
790        Session {
791            account_id: "ACC-OLD".to_string(),
792            client_id: "CLIENT1".to_string(),
793            lightstreamer_endpoint: "demo-apd.marketdatasystems.com".to_string(),
794            cst: cst.map(String::from),
795            x_security_token: xst.map(String::from),
796            oauth_token: None,
797            api_version: 2,
798            expires_at: 123,
799        }
800    }
801
802    #[test]
803    fn test_apply_switch_headers_replaces_xst_and_keeps_other_fields() {
804        let session = v2_session(Some("OLD-CST"), Some("OLD-XST"));
805        // A switch response that only re-issues the X-SECURITY-TOKEN.
806        let updated = apply_switch_headers(session, None, Some("NEW-XST"));
807
808        assert_eq!(updated.x_security_token.as_deref(), Some("NEW-XST"));
809        // CST is preserved when the header is absent.
810        assert_eq!(updated.cst.as_deref(), Some("OLD-CST"));
811        // Unrelated fields carry through unchanged.
812        assert_eq!(updated.account_id, "ACC-OLD");
813        assert_eq!(updated.expires_at, 123);
814        assert_eq!(updated.api_version, 2);
815    }
816
817    #[test]
818    fn test_apply_switch_headers_updates_both_tokens() {
819        let session = v2_session(Some("OLD-CST"), Some("OLD-XST"));
820        let updated = apply_switch_headers(session, Some("NEW-CST"), Some("NEW-XST"));
821
822        assert_eq!(updated.cst.as_deref(), Some("NEW-CST"));
823        assert_eq!(updated.x_security_token.as_deref(), Some("NEW-XST"));
824    }
825
826    #[test]
827    fn test_apply_switch_headers_none_preserves_existing_tokens() {
828        let session = v2_session(Some("OLD-CST"), Some("OLD-XST"));
829        // A switch response carrying neither header must not null the tokens.
830        let updated = apply_switch_headers(session, None, None);
831
832        assert_eq!(updated.cst.as_deref(), Some("OLD-CST"));
833        assert_eq!(updated.x_security_token.as_deref(), Some("OLD-XST"));
834    }
835
836    #[test]
837    fn test_should_switch_account_guards_the_sentinel_and_v3() {
838        use crate::constants::DEFAULT_ACCOUNT_ID;
839
840        // Real configured account that differs from the current one: switch.
841        assert!(should_switch_account(2, "ACC-B", "ACC-A"));
842        // Unconfigured default sentinel: must NOT switch (would fail login).
843        assert!(!should_switch_account(2, DEFAULT_ACCOUNT_ID, "ACC-A"));
844        // Empty configured account: must not switch.
845        assert!(!should_switch_account(2, "", "ACC-A"));
846        // Already on the configured account: no switch needed.
847        assert!(!should_switch_account(2, "ACC-A", "ACC-A"));
848        // OAuth (v3) is never switched through this path.
849        assert!(!should_switch_account(3, "ACC-B", "ACC-A"));
850    }
851
852    #[tokio::test]
853    async fn test_ws_info_uses_cached_session_without_login() {
854        let auth =
855            Auth::try_new(Arc::new(Config::default())).expect("auth construction should succeed");
856
857        // Seed a valid (non-expired) v2 session with known tokens. Because the
858        // session is valid, `ws_info` -> `get_session` must return it without a
859        // network login (a login would require real credentials and fail).
860        let expires_at = (Utc::now().timestamp() + 3600) as u64;
861        let seeded = Session {
862            account_id: "ACC123".to_string(),
863            client_id: "CLIENT1".to_string(),
864            lightstreamer_endpoint: "demo-apd.marketdatasystems.com".to_string(),
865            cst: Some("CST-TOKEN".to_string()),
866            x_security_token: Some("XST-TOKEN".to_string()),
867            oauth_token: None,
868            api_version: 2,
869            expires_at,
870        };
871        {
872            let mut guard = auth.session.write().await;
873            *guard = Some(seeded);
874        }
875
876        let ws = match auth.ws_info().await {
877            Ok(ws) => ws,
878            Err(e) => panic!("ws_info should return Ok for a cached session: {e}"),
879        };
880
881        // The returned info derives from the cached session's tokens, proving no
882        // fresh login occurred.
883        assert_eq!(ws.account_id, "ACC123");
884        assert_eq!(ws.cst.as_deref(), Some("CST-TOKEN"));
885        assert_eq!(ws.x_security_token.as_deref(), Some("XST-TOKEN"));
886        assert!(ws.server.contains("demo-apd.marketdatasystems.com"));
887    }
888}
889
890#[cfg(test)]
891mod expiry_and_refresh_tests {
892    use super::*;
893
894    fn v2_session(expires_at: u64) -> Session {
895        Session {
896            account_id: "ACC123".to_string(),
897            client_id: "CLIENT1".to_string(),
898            lightstreamer_endpoint: "demo-apd.marketdatasystems.com".to_string(),
899            cst: Some("CST-TOKEN".to_string()),
900            x_security_token: Some("XST-TOKEN".to_string()),
901            oauth_token: None,
902            api_version: 2,
903            expires_at,
904        }
905    }
906
907    fn v3_session(expires_at: u64) -> Session {
908        Session {
909            account_id: "ACC123".to_string(),
910            client_id: "CLIENT1".to_string(),
911            lightstreamer_endpoint: "demo-apd.marketdatasystems.com".to_string(),
912            cst: None,
913            x_security_token: None,
914            oauth_token: Some(OAuthToken {
915                access_token: "ACCESS".to_string(),
916                refresh_token: "REFRESH".to_string(),
917                scope: "read write".to_string(),
918                token_type: "Bearer".to_string(),
919                expires_in: "60".to_string(),
920                created_at: Utc::now(),
921            }),
922            api_version: 3,
923            expires_at,
924        }
925    }
926
927    #[test]
928    fn test_seconds_until_expiry_expired_session_returns_zero() {
929        // expires_at 100s in the past -> saturating to 0, never a huge u64.
930        let past = u64::try_from(Utc::now().timestamp())
931            .unwrap_or(0)
932            .saturating_sub(100);
933        let session = v2_session(past);
934        assert_eq!(session.seconds_until_expiry(), 0);
935    }
936
937    #[test]
938    fn test_seconds_until_expiry_valid_session_is_positive() {
939        let future = u64::try_from(Utc::now().timestamp())
940            .unwrap_or(0)
941            .saturating_add(3600);
942        let session = v2_session(future);
943        // Allow a small slack for the wall-clock read inside the method.
944        assert!(session.seconds_until_expiry() > 3500);
945    }
946
947    #[test]
948    fn test_time_until_expiry_expired_session_is_zero() {
949        let past = u64::try_from(Utc::now().timestamp())
950            .unwrap_or(0)
951            .saturating_sub(100);
952        let session = v2_session(past);
953        assert_eq!(session.time_until_expiry(), std::time::Duration::ZERO);
954    }
955
956    #[test]
957    fn test_is_expired_large_margin_does_not_underflow() {
958        // Tiny expires_at with an enormous margin must not underflow / panic;
959        // it simply reports the session as expired.
960        let session = v2_session(1);
961        assert!(session.is_expired(Some(u64::MAX)));
962        assert!(session.is_expired(Some(1000)));
963    }
964
965    #[test]
966    fn test_is_expired_valid_session_within_margin_still_valid() {
967        let future = u64::try_from(Utc::now().timestamp())
968            .unwrap_or(0)
969            .saturating_add(3600);
970        let session = v2_session(future);
971        assert!(!session.is_expired(Some(60)));
972    }
973
974    #[test]
975    fn test_proactive_refresh_margin_v3_is_small_v2_is_large() {
976        let v3 = v3_session(0);
977        let v2 = v2_session(0);
978        assert_eq!(
979            proactive_refresh_margin_secs(&v3),
980            crate::constants::PROACTIVE_REFRESH_MARGIN_V3_SECS
981        );
982        assert_eq!(
983            proactive_refresh_margin_secs(&v2),
984            crate::constants::PROACTIVE_REFRESH_MARGIN_V2_SECS
985        );
986        // v3's short-lived tokens get a tighter margin than v2's 6h sessions.
987        assert!(proactive_refresh_margin_secs(&v3) < proactive_refresh_margin_secs(&v2));
988    }
989
990    #[tokio::test]
991    async fn test_refresh_token_returns_cached_valid_session_without_login() {
992        // refresh_token has an expiry gate: a comfortably-valid session is
993        // returned unchanged, so no network login is attempted. This is the
994        // behaviour that differs from force_refresh (which always re-logs in).
995        let auth =
996            Auth::try_new(Arc::new(Config::default())).expect("auth construction should succeed");
997        let future = u64::try_from(Utc::now().timestamp())
998            .unwrap_or(0)
999            .saturating_add(3600);
1000        let seeded = v2_session(future);
1001        {
1002            let mut guard = auth.session.write().await;
1003            *guard = Some(seeded);
1004        }
1005
1006        let refreshed = match auth.refresh_token().await {
1007            Ok(session) => session,
1008            Err(e) => panic!("refresh_token should return the cached session: {e}"),
1009        };
1010        // Same cached tokens returned: no re-authentication happened.
1011        assert_eq!(refreshed.account_id, "ACC123");
1012        assert_eq!(refreshed.cst.as_deref(), Some("CST-TOKEN"));
1013        assert_eq!(refreshed.expires_at, future);
1014    }
1015
1016    #[test]
1017    fn test_force_refresh_is_public_and_present() {
1018        // Compile-time proof that the additive 401-path API exists. Invoking it
1019        // would perform a real login, so it is not called here (no network in
1020        // unit tests).
1021        let _ = Auth::force_refresh;
1022    }
1023}
1024
1025#[cfg(test)]
1026mod oauth_login_guard_tests {
1027    use super::*;
1028
1029    // Captured real IG demo v2 `/session` body (same shape as the existing
1030    // deserialization tests). Deserialized through the untagged
1031    // `SessionResponse` it lands on the V2 variant, so the derived session
1032    // carries no OAuth token — exactly the mismatch `login_oauth` must reject.
1033    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}"#;
1034
1035    #[test]
1036    fn test_ensure_oauth_session_v2_body_on_v3_path_yields_unauthorized()
1037    -> Result<(), serde_json::Error> {
1038        // Deserialize a v2-shaped body the way `login_oauth` does after a v3
1039        // request, then run it through the same guard.
1040        let response: SessionResponse = serde_json::from_str(V2_BODY)?;
1041        let session = response.get_session();
1042        // A v2 body carries no OAuth token.
1043        assert!(!session.is_oauth());
1044
1045        // The guard maps this to a typed error instead of panicking (the old
1046        // `assert!(session.is_oauth())` would have aborted here).
1047        match ensure_oauth_session(session) {
1048            Err(AppError::Unauthorized) => Ok(()),
1049            other => panic!("expected AppError::Unauthorized, got {other:?}"),
1050        }
1051    }
1052
1053    #[test]
1054    fn test_ensure_oauth_session_oauth_body_passes_through() {
1055        // A genuine v3 session passes the guard unchanged.
1056        let session = Session {
1057            account_id: "ACC123".to_string(),
1058            client_id: "CLIENT1".to_string(),
1059            lightstreamer_endpoint: "demo-apd.marketdatasystems.com".to_string(),
1060            cst: None,
1061            x_security_token: None,
1062            oauth_token: Some(OAuthToken {
1063                access_token: "ACCESS".to_string(),
1064                refresh_token: "REFRESH".to_string(),
1065                scope: "read write".to_string(),
1066                token_type: "Bearer".to_string(),
1067                expires_in: "60".to_string(),
1068                created_at: Utc::now(),
1069            }),
1070            api_version: 3,
1071            expires_at: 0,
1072        };
1073        assert!(ensure_oauth_session(session).is_ok());
1074    }
1075}
1076
1077#[cfg(test)]
1078mod redaction_tests {
1079    use super::*;
1080
1081    fn secret_session() -> Session {
1082        Session {
1083            account_id: "ACC123".to_string(),
1084            client_id: "CLIENT1".to_string(),
1085            lightstreamer_endpoint: "https://ls.example.com".to_string(),
1086            cst: Some("SECRET-CST-VALUE".to_string()),
1087            x_security_token: Some("SECRET-XST-VALUE".to_string()),
1088            oauth_token: Some(OAuthToken {
1089                access_token: "SECRET-ACCESS-VALUE".to_string(),
1090                refresh_token: "SECRET-REFRESH-VALUE".to_string(),
1091                scope: "read write".to_string(),
1092                token_type: "Bearer".to_string(),
1093                expires_in: "60".to_string(),
1094                created_at: chrono::Utc::now(),
1095            }),
1096            api_version: 3,
1097            expires_at: 0,
1098        }
1099    }
1100
1101    #[test]
1102    fn test_session_debug_redacts_tokens() {
1103        let session = secret_session();
1104        let rendered = format!("{session:?}");
1105
1106        assert!(!rendered.contains("SECRET-CST-VALUE"));
1107        assert!(!rendered.contains("SECRET-XST-VALUE"));
1108        assert!(!rendered.contains("SECRET-ACCESS-VALUE"));
1109        assert!(!rendered.contains("SECRET-REFRESH-VALUE"));
1110        assert!(rendered.contains("<redacted>"));
1111        // Non-secret fields stay visible.
1112        assert!(rendered.contains("ACC123"));
1113        assert!(rendered.contains("ls.example.com"));
1114    }
1115
1116    #[test]
1117    fn test_websocket_info_debug_redacts_tokens() {
1118        let ws = WebsocketInfo {
1119            server: "https://ls.example.com/lightstreamer".to_string(),
1120            cst: Some("SECRET-CST-VALUE".to_string()),
1121            x_security_token: Some("SECRET-XST-VALUE".to_string()),
1122            account_id: "ACC123".to_string(),
1123        };
1124        let rendered = format!("{ws:?}");
1125
1126        assert!(!rendered.contains("SECRET-CST-VALUE"));
1127        assert!(!rendered.contains("SECRET-XST-VALUE"));
1128        assert!(rendered.contains("Some(<redacted>)"));
1129        assert!(rendered.contains("ACC123"));
1130        assert!(rendered.contains("ls.example.com"));
1131    }
1132
1133    #[test]
1134    fn test_websocket_info_display_redacts_tokens() {
1135        let ws = WebsocketInfo {
1136            server: "https://ls.example.com/lightstreamer".to_string(),
1137            cst: Some("SECRET-CST-VALUE".to_string()),
1138            x_security_token: Some("SECRET-XST-VALUE".to_string()),
1139            account_id: "ACC123".to_string(),
1140        };
1141        let rendered = format!("{ws}");
1142
1143        assert!(!rendered.contains("SECRET-CST-VALUE"));
1144        assert!(!rendered.contains("SECRET-XST-VALUE"));
1145        assert!(rendered.contains("<redacted>"));
1146        assert!(rendered.contains("ACC123"));
1147
1148        // `None` tokens render as `None`, not as a redacted placeholder.
1149        let ws_none = WebsocketInfo {
1150            server: "https://ls.example.com/lightstreamer".to_string(),
1151            cst: None,
1152            x_security_token: None,
1153            account_id: "ACC123".to_string(),
1154        };
1155        assert!(format!("{ws_none}").contains("None"));
1156    }
1157}