smooth_operator_server/

handler.rs

//! Action dispatch — parses a client action envelope and produces the matching
//! server events.
//!
//! Each handler is `async` and forwards events through an
//! `UnboundedSender<serde_json::Value>` (the per-connection outbound sink). The
//! socket task drains the sink and writes each value as a JSON WS text frame, so
//! streaming actions (`send_message`) can emit many events while still being
//! driven from one place.

use std::sync::Arc;

use serde_json::{json, Value};
use tokio::sync::mpsc::UnboundedSender;

use smooth_operator::access_control::AccessContext;
use smooth_operator::domain::{
    Conversation, Participant, ParticipantType, Platform, Session, SessionStatus,
};

use crate::protocol;
use crate::runner;
use crate::runner::TurnRequest;
use crate::state::AppState;

/// The agent's display name for the reference server.
const AGENT_NAME: &str = "smooth-agent";

/// Parse and dispatch a single inbound text frame. Any produced events are sent
/// through `sink`. Returns `Ok(())` always — protocol-level failures are
/// surfaced as `error` events, never as hard errors that drop the connection.
pub async fn handle_frame(
    state: &AppState,
    access: &AccessContext,
    conn_id: &str,
    origin: Option<&str>,
    raw: &str,
    sink: &UnboundedSender<Value>,
) {
    let parsed: Value = match serde_json::from_str(raw) {
        Ok(v) => v,
        Err(e) => {
            let _ = sink.send(protocol::error(
                None,
                "VALIDATION_ERROR",
                &format!("invalid JSON frame: {e}"),
            ));
            return;
        }
    };

    let action = parsed.get("action").and_then(Value::as_str);
    let request_id = parsed.get("requestId").and_then(Value::as_str);

    match action {
        Some("ping") => {
            let _ = sink.send(protocol::pong(request_id));
        }
        Some("create_conversation_session") => {
            handle_create_session(state, conn_id, origin, &parsed, request_id, sink).await;
        }
        Some("get_session") => {
            handle_get_session(state, &parsed, request_id, sink);
        }
        Some("get_conversation_messages") => {
            handle_get_conversation_messages(state, &parsed, request_id, sink).await;
        }
        Some("send_message") => {
            handle_send_message(state, access, &parsed, request_id, sink).await;
        }
        Some("confirm_tool_action") => {
            handle_confirm_tool_action(state, &parsed, request_id, sink);
        }
        Some(other) => {
            let _ = sink.send(protocol::error(
                request_id,
                "UNSUPPORTED_ACTION",
                &format!("action '{other}' is not supported by this server"),
            ));
        }
        None => {
            let _ = sink.send(protocol::error(
                request_id,
                "VALIDATION_ERROR",
                "missing 'action' field",
            ));
        }
    }
}

/// Enforce an agent's embeddable-widget policy (origin allowlist + `authContext`)
/// before a session is created. Returns `true` to proceed, or `false` after
/// emitting a protocol `error` (the caller must then stop). Agents with no policy
/// proceed — unless `WIDGET_AUTH_STRICT` is set, in which case an unknown agent is
/// rejected (fail closed).
async fn enforce_widget_auth(
    state: &AppState,
    origin: Option<&str>,
    agent_id: &str,
    parsed: &Value,
    request_id: Option<&str>,
    sink: &UnboundedSender<Value>,
) -> bool {
    let Some(policy) = state.widget_auth.agent_widget_auth(agent_id).await else {
        if state.config.widget_auth_strict {
            let _ = sink.send(protocol::error(
                request_id,
                "AGENT_NOT_AUTHORIZED",
                "this agent is not registered for embedding",
            ));
            return false;
        }
        return true;
    };

    // Origin allowlist — fail closed: a missing or disallowed `Origin` is rejected.
    if !smooth_operator::widget_auth::origin_allowed(
        &policy.allowed_origins,
        origin.unwrap_or_default(),
    ) {
        let _ = sink.send(protocol::error(
            request_id,
            "ORIGIN_NOT_ALLOWED",
            "this origin is not allowed to embed this agent",
        ));
        return false;
    }

    // Pre-auth `authContext` (optional): when present it must verify.
    if let Some(ac) = parsed.get("authContext") {
        if !verify_auth_context_value(policy.public_key.as_deref(), ac) {
            let _ = sink.send(protocol::error(
                request_id,
                "AUTH_CONTEXT_INVALID",
                "authContext signature failed verification",
            ));
            return false;
        }
    }
    true
}

/// Verify a JSON `authContext` (`{userId, signature, timestamp}`) against the
/// agent's `public_key`. False on any missing field/key or signature/replay
/// failure. Replay window: 60s.
fn verify_auth_context_value(public_key: Option<&str>, ac: &Value) -> bool {
    let (Some(pk), Some(user_id), Some(signature), Some(timestamp)) = (
        public_key,
        ac.get("userId").and_then(Value::as_str),
        ac.get("signature").and_then(Value::as_str),
        ac.get("timestamp").and_then(Value::as_i64),
    ) else {
        return false;
    };
    let now = chrono::Utc::now().timestamp();
    smooth_operator::widget_auth::verify_auth_context(pk, user_id, signature, timestamp, now, 60)
}

/// `create_conversation_session` — create a conversation + user & agent
/// participants + a session, then reply with an `immediate_response` carrying
/// the session descriptor (per `create-conversation-session.schema.json`).
async fn handle_create_session(
    state: &AppState,
    conn_id: &str,
    origin: Option<&str>,
    parsed: &Value,
    request_id: Option<&str>,
    sink: &UnboundedSender<Value>,
) {
    let agent_id = parsed
        .get("agentId")
        .and_then(Value::as_str)
        .map(str::to_string)
        .unwrap_or_else(|| uuid::Uuid::new_v4().to_string());

    // Embeddable-widget auth: enforce the agent's origin allowlist + authContext
    // before creating any session. No-op for agents without a policy (unless
    // WIDGET_AUTH_STRICT). On denial, an error is emitted and we stop here.
    if !enforce_widget_auth(state, origin, &agent_id, parsed, request_id, sink).await {
        return;
    }

    let user_name = parsed
        .get("userName")
        .and_then(Value::as_str)
        .unwrap_or("Visitor")
        .to_string();
    let user_email = parsed
        .get("userEmail")
        .and_then(Value::as_str)
        .map(str::to_string);
    let browser_fingerprint = parsed
        .get("browserFingerprint")
        .and_then(Value::as_str)
        .map(str::to_string);

    let now = chrono::Utc::now();
    // The reference server is single-org; conversations belong to the seed org so
    // the admin API's org-scoping (document sets, indexing runs) lines up with
    // the seeded knowledge. A multi-tenant deployment derives this from auth.
    let org_id = crate::server::SEED_ORG_ID.to_string();

    let conversation_id = uuid::Uuid::new_v4().to_string();
    let session_id = uuid::Uuid::new_v4().to_string();
    let user_participant_id = uuid::Uuid::new_v4().to_string();
    let agent_participant_id = uuid::Uuid::new_v4().to_string();

    // Associate this connection with its session (and agent) on the backplane so
    // events published to the session/agent — by an agent turn or any other
    // service — reach this client's socket, on this pod or (with a Redis/NATS
    // backplane) any pod.
    state
        .backplane
        .associate(
            conn_id,
            smooth_operator::backplane::Target::Session(session_id.clone()),
        )
        .await;
    state
        .backplane
        .associate(
            conn_id,
            smooth_operator::backplane::Target::Agent(agent_id.clone()),
        )
        .await;

    let conversation = Conversation {
        id: conversation_id.clone(),
        platform: Platform::Web,
        name: format!("Session {session_id}"),
        organization_id: org_id.clone(),
        idempotency_key: session_id.clone(),
        metadata_json: parsed.get("metadata").cloned(),
        analytics_json: None,
        created_at: now,
        updated_at: now,
    };

    let user_participant = Participant {
        id: user_participant_id.clone(),
        conversation_id: conversation_id.clone(),
        organization_id: org_id.clone(),
        participant_type: ParticipantType::User,
        external_id: None,
        internal_id: None,
        browser_fingerprint,
        browser_info: None,
        name: user_name,
        email: user_email,
        phone: None,
        crm_contact_id: None,
        metadata_json: None,
        created_at: now,
        updated_at: now,
    };

    let agent_participant = Participant {
        id: agent_participant_id.clone(),
        conversation_id: conversation_id.clone(),
        organization_id: org_id.clone(),
        participant_type: ParticipantType::AiAgent,
        external_id: None,
        internal_id: Some(agent_id.clone()),
        browser_fingerprint: None,
        browser_info: None,
        name: AGENT_NAME.to_string(),
        email: None,
        phone: None,
        crm_contact_id: None,
        metadata_json: None,
        created_at: now,
        updated_at: now,
    };

    let session = Session {
        session_id: session_id.clone(),
        conversation_id: conversation_id.clone(),
        agent_id: agent_id.clone(),
        agent_name: AGENT_NAME.to_string(),
        user_participant_id: user_participant_id.clone(),
        agent_participant_id: agent_participant_id.clone(),
        // The thread id is the conversation id: per-session memory is carried by
        // replaying this conversation's persisted message log (see runner.rs).
        thread_id: conversation_id.clone(),
        status: Some(SessionStatus::Active),
        token_count: Some(0),
        message_count: Some(0),
        metadata: None,
        created_at: Some(now),
        updated_at: Some(now),
        ended_at: None,
        last_activity_at: Some(now),
    };

    // Persist to the storage adapter (best-effort: a failure surfaces as error).
    let storage = state.storage.clone();
    let sink_clone = sink.clone();
    let request_id_owned = request_id.map(str::to_string);
    let session_for_registry = session.clone();
    let state_clone = state.clone();

    let data = json!({
        "sessionId": session_id,
        "conversationId": conversation_id,
        "agentId": agent_id,
        "agentName": AGENT_NAME,
        "userParticipantId": user_participant_id,
        "agentParticipantId": agent_participant_id,
    });

    tokio::spawn(async move {
        let rid = request_id_owned.as_deref();
        if let Err(e) = storage.create_conversation(conversation).await {
            let _ = sink_clone.send(protocol::error(
                rid,
                "INTERNAL_ERROR",
                &format!("create conversation failed: {e}"),
            ));
            return;
        }
        if let Err(e) = storage.add_participant(user_participant).await {
            let _ = sink_clone.send(protocol::error(
                rid,
                "INTERNAL_ERROR",
                &format!("add user participant failed: {e}"),
            ));
            return;
        }
        if let Err(e) = storage.add_participant(agent_participant).await {
            let _ = sink_clone.send(protocol::error(
                rid,
                "INTERNAL_ERROR",
                &format!("add agent participant failed: {e}"),
            ));
            return;
        }
        if let Err(e) = storage.create_session(session).await {
            let _ = sink_clone.send(protocol::error(
                rid,
                "INTERNAL_ERROR",
                &format!("create session failed: {e}"),
            ));
            return;
        }
        state_clone.insert_session(session_for_registry);
        let _ = sink_clone.send(protocol::immediate_response(
            rid,
            200,
            "Session created",
            data,
        ));
    });
}

/// `get_session` — return the session snapshot (per `get-session.schema.json`).
fn handle_get_session(
    state: &AppState,
    parsed: &Value,
    request_id: Option<&str>,
    sink: &UnboundedSender<Value>,
) {
    let Some(session_id) = parsed.get("sessionId").and_then(Value::as_str) else {
        let _ = sink.send(protocol::error(
            request_id,
            "VALIDATION_ERROR",
            "missing 'sessionId'",
        ));
        return;
    };

    match state.get_session(session_id) {
        Some(s) => {
            let data = json!({
                "sessionId": s.session_id,
                "conversationId": s.conversation_id,
                "agentId": s.agent_id,
                "agentName": s.agent_name,
                "userParticipantId": s.user_participant_id,
                "agentParticipantId": s.agent_participant_id,
                "threadId": s.thread_id,
                "status": s.status.map_or("active", |st| match st {
                    SessionStatus::Active => "active",
                    SessionStatus::Idle => "idle",
                    SessionStatus::Ended => "ended",
                }),
            });
            let _ = sink.send(protocol::immediate_response(
                request_id, 200, "Session", data,
            ));
        }
        None => {
            let _ = sink.send(protocol::error(
                request_id,
                "SESSION_NOT_FOUND",
                &format!("session '{session_id}' not found"),
            ));
        }
    }
}

/// `get_conversation_messages` — paginated message history for a session's
/// conversation. Wraps the storage adapter's `list_messages_by_conversation`
/// (the same call the admin API + the turn runner use) and replies with an
/// `immediate_response` carrying `{ conversationId, messages, nextCursor, hasMore }`.
///
/// Optional inputs: `limit` (default 50) and an opaque `cursor` from a prior
/// page's `nextCursor`. Newest-first (the common "recent history" read).
async fn handle_get_conversation_messages(
    state: &AppState,
    parsed: &Value,
    request_id: Option<&str>,
    sink: &UnboundedSender<Value>,
) {
    let Some(session_id) = parsed.get("sessionId").and_then(Value::as_str) else {
        let _ = sink.send(protocol::error(
            request_id,
            "VALIDATION_ERROR",
            "missing 'sessionId'",
        ));
        return;
    };
    let Some(session) = state.get_session(session_id) else {
        let _ = sink.send(protocol::error(
            request_id,
            "SESSION_NOT_FOUND",
            &format!("session '{session_id}' not found"),
        ));
        return;
    };

    const DEFAULT_LIMIT: usize = 50;
    let limit = parsed
        .get("limit")
        .and_then(Value::as_u64)
        .map(|n| n as usize)
        .filter(|n| *n > 0)
        .unwrap_or(DEFAULT_LIMIT);
    let cursor = parsed
        .get("cursor")
        .and_then(Value::as_str)
        .map(str::to_string);

    let mut query = smooth_operator::adapter::MessageQuery::new(&session.conversation_id, limit);
    query.cursor = cursor;
    query.descending = true;

    match state.storage.list_messages_by_conversation(query).await {
        Ok(page) => {
            let data = json!({
                "conversationId": session.conversation_id,
                "messages": page.messages,
                "nextCursor": page.next_cursor,
                "hasMore": page.next_cursor.is_some(),
            });
            let _ = sink.send(protocol::immediate_response(
                request_id,
                200,
                "ConversationMessages",
                data,
            ));
        }
        Err(e) => {
            let _ = sink.send(protocol::error(
                request_id,
                "STORAGE_ERROR",
                &format!("failed to list messages: {e}"),
            ));
        }
    }
}

/// `send_message` — ack with `immediate_response` (202), run a streaming
/// knowledge-grounded turn, emit `stream_token` / `stream_chunk` as it goes, and
/// finish with `eventual_response` (200). Errors (no gateway key, unknown
/// session, agent failure) surface as clean `error` events.
async fn handle_send_message(
    state: &AppState,
    access: &AccessContext,
    parsed: &Value,
    request_id: Option<&str>,
    sink: &UnboundedSender<Value>,
) {
    // requestId is load-bearing for streaming correlation; require it.
    let Some(request_id) = request_id else {
        let _ = sink.send(protocol::error(
            None,
            "VALIDATION_ERROR",
            "send_message requires a 'requestId'",
        ));
        return;
    };

    let Some(session_id) = parsed.get("sessionId").and_then(Value::as_str) else {
        let _ = sink.send(protocol::error(
            Some(request_id),
            "VALIDATION_ERROR",
            "missing 'sessionId'",
        ));
        return;
    };

    let message = match parsed.get("message").and_then(Value::as_str) {
        Some(m) if !m.trim().is_empty() => m.to_string(),
        _ => {
            let _ = sink.send(protocol::error(
                Some(request_id),
                "VALIDATION_ERROR",
                "missing or empty 'message'",
            ));
            return;
        }
    };

    let Some(session) = state.get_session(session_id) else {
        let _ = sink.send(protocol::error(
            Some(request_id),
            "SESSION_NOT_FOUND",
            &format!("session '{session_id}' not found"),
        ));
        return;
    };

    // A test-injected provider (the scenario-parity corpus's `MockLlmClient`)
    // overrides the live gateway client entirely — the turn never touches the
    // network — so it does NOT need a configured gateway key. Production leaves
    // `chat_provider` `None`, so this clone is `None` and the key gate below is
    // unchanged.
    let chat_provider = state.chat_provider.clone();

    // Resolve the gateway key for this turn's org. The conversation carries the
    // org; the resolver maps it to a per-org key (e.g. a LiteLLM virtual key per
    // tenant) so a multi-tenant flavor bills/scopes each org separately. The
    // default `EnvGatewayKeyResolver` returns the single env key for every org,
    // so the local/default flavor is unchanged. On `None` (no per-org key) we
    // fall back to the env key; only when neither supplies a key do we error.
    let org_id = match state
        .storage
        .get_conversation(&session.conversation_id)
        .await
    {
        Ok(Some(conversation)) => conversation.organization_id,
        // No conversation row (shouldn't happen for a live session) → resolve as
        // if anonymous; the env fallback still applies.
        Ok(None) | Err(_) => String::new(),
    };
    let resolved_key = smooth_operator::gateway_key::resolve_gateway_key(
        &state.gateway_key_resolver,
        &org_id,
        state.config.gateway_key.as_deref(),
    )
    .await;

    // No resolvable key → can't run a *live* LLM turn. Return a clean error (the
    // server stays usable for protocol-only checks). When a mock provider is
    // injected we fall back to a placeholder config — the mock replaces the
    // client built from it, so its url/key/model are never used.
    let llm = match resolved_key {
        Some(key) => state.config.llm_config_with_key(key),
        None if chat_provider.is_some() => state.config.placeholder_llm_config(),
        None => {
            let _ = sink.send(protocol::error(
                Some(request_id),
                "LLM_UNAVAILABLE",
                "No LLM gateway key is available for this turn (SMOOAI_GATEWAY_KEY is unset and no \
                 per-org key resolved); this server cannot serve LLM turns. Configure the gateway \
                 key to enable send_message.",
            ));
            return;
        }
    };

    // Ack: processing started.
    let _ = sink.send(protocol::immediate_response(
        Some(request_id),
        202,
        "Processing your request...",
        json!({}),
    ));

    // Run the turn in a spawned task, NOT inline. A turn that calls a
    // confirmation-gated write tool **parks** awaiting a later
    // `confirm_tool_action` frame; the socket reader dispatches that frame on the
    // same connection, so blocking the reader here would deadlock (the confirm
    // can never be read). Spawning frees the reader to receive the confirmation
    // while the turn streams its events through the (cloned) sink. Pearl: HITL
    // pause/resume.
    let confirmation = state.config.confirmation_tool_patterns().map(|patterns| {
        crate::runner::ConfirmationConfig {
            tool_patterns: patterns,
            session_id: session.session_id.clone(),
            register: {
                let state = state.clone();
                Arc::new(move |sid: &str, responder| state.register_confirmation(sid, responder))
            },
            clear: {
                let state = state.clone();
                Arc::new(move |sid: &str| state.clear_confirmation(sid))
            },
        }
    });

    // The reference server is single-org; a multi-tenant host derives this from
    // auth. Used to (a) resolve the org's persona override (SEAM 2) and (b)
    // scope the host's tool provider (SEAM 1).
    let org_id = crate::server::SEED_ORG_ID.to_string();
    // SEAM 2 — resolve the per-org persona. With the default in-memory settings
    // store the override is `None`, so the runner stays on its const prompt and
    // behavior is unchanged.
    let system_prompt = state.settings.get(&org_id).persona;
    // SEAM 1 — host tool provider (None by default ⇒ built-ins only).
    let tool_provider = state.tool_provider.clone();

    let state_for_turn = state.clone();
    let access_owned = access.clone();
    let sink_owned = sink.clone();
    let request_id_owned = request_id.to_string();
    let conversation_id = session.conversation_id.clone();

    tokio::spawn(async move {
        let result = runner::run_streaming_turn(
            TurnRequest {
                storage: state_for_turn.storage.clone(),
                llm,
                max_iterations: state_for_turn.config.max_iterations,
                conversation_id: &conversation_id,
                request_id: &request_id_owned,
                user_message: &message,
                // The connection's resolved document-level entitlement: retrieval is
                // filtered to what this requester may read (org-public only when the
                // connection is anonymous).
                access: access_owned,
                // Production: `None` (a live client is built from `llm`). Tests: the
                // scenario corpus's `MockLlmClient`, which runs the turn offline.
                llm_provider: chat_provider,
                // Opt-in rerank stage (feature gap G8): `None` unless the operator
                // enabled it via `SMOOTH_AGENT_RERANK` (gateway/lexical). Default-off
                // keeps retrieval behavior unchanged.
                reranker: crate::reranker::build_reranker(
                    &crate::reranker::RerankerConfig::from_server_config(&state_for_turn.config),
                ),
                confirmation,
                // SEAM 1 — host tool provider (None by default ⇒ built-ins only).
                tool_provider,
                // SEAM 2 — resolved per-org persona (None ⇒ const prompt).
                system_prompt,
                org_id: Some(org_id),
            },
            &sink_owned,
        )
        .await;

        match result {
            Ok(turn) => {
                let response = runner::general_agent_response(&turn.reply);
                let _ = sink_owned.send(protocol::eventual_response(
                    &request_id_owned,
                    200,
                    &turn.message_id,
                    response,
                    false,
                    &turn.citations,
                ));
            }
            Err(e) => {
                let _ = sink_owned.send(protocol::error(
                    Some(&request_id_owned),
                    "AGENT_ERROR",
                    &format!("agent turn failed: {e}"),
                ));
            }
        }
    });
}

/// `confirm_tool_action` — resume a turn parked on a write-tool confirmation.
///
/// Per `spec/actions/confirm-tool-action.schema.json` the client sends
/// `{ action, sessionId, requestId, approved }` in reply to a
/// `write_confirmation_required` event. We look up the session's registered
/// [`HumanResponse`](smooth_operator_core::HumanResponse) sender (set by the
/// runner's confirmation bridge when the turn parked), take it, and feed it the
/// verdict: `approved` → `Approved` (the parked tool executes), else `Denied`
/// (the tool is skipped with a rejection result the model sees). There is no
/// dedicated response event — the resumed workflow signals continuation via its
/// normal streaming sequence (`stream_chunk`/`stream_token` → `eventual_response`);
/// we additionally ack with an `immediate_response`. Taking the sender makes a
/// duplicate confirm a no-op (`NO_PENDING_CONFIRMATION`).
fn handle_confirm_tool_action(
    state: &AppState,
    parsed: &Value,
    request_id: Option<&str>,
    sink: &UnboundedSender<Value>,
) {
    let Some(session_id) = parsed.get("sessionId").and_then(Value::as_str) else {
        let _ = sink.send(protocol::error(
            request_id,
            "VALIDATION_ERROR",
            "confirm_tool_action requires a 'sessionId'",
        ));
        return;
    };

    // `approved` is required and must be a boolean — a missing/garbled verdict
    // must NOT silently approve a write. Fail closed on a bad shape.
    let Some(approved) = parsed.get("approved").and_then(Value::as_bool) else {
        let _ = sink.send(protocol::error(
            request_id,
            "VALIDATION_ERROR",
            "confirm_tool_action requires a boolean 'approved'",
        ));
        return;
    };

    let Some(responder) = state.take_confirmation(session_id) else {
        let _ = sink.send(protocol::error(
            request_id,
            "NO_PENDING_CONFIRMATION",
            &format!("no tool action is awaiting confirmation for session '{session_id}'"),
        ));
        return;
    };

    let verdict = if approved {
        smooth_operator_core::HumanResponse::Approved
    } else {
        smooth_operator_core::HumanResponse::Denied {
            reason: "user rejected the action".to_string(),
        }
    };

    if responder.send(verdict).is_err() {
        // The parked turn ended (timeout / disconnect) before the confirm landed.
        let _ = sink.send(protocol::error(
            request_id,
            "NO_PENDING_CONFIRMATION",
            &format!(
                "the turn awaiting confirmation for session '{session_id}' is no longer active"
            ),
        ));
        return;
    }

    // Ack the confirmation; the resumed turn streams its own follow-on events.
    let _ = sink.send(protocol::immediate_response(
        request_id,
        200,
        if approved {
            "Tool action approved"
        } else {
            "Tool action rejected"
        },
        json!({ "sessionId": session_id, "approved": approved }),
    ));
}