793 lines
30 KiB
Python
793 lines
30 KiB
Python
"""
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Document Workflow Execution Engine
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This service handles:
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- Event detection and processing
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- Workflow matching and triggering
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- Automated document generation
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- Action execution and error handling
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- Schedule management for time-based workflows
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"""
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from __future__ import annotations
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import json
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import uuid
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import asyncio
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from datetime import datetime, timedelta, timezone
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from typing import Dict, Any, List, Optional, Tuple
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import logging
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from croniter import croniter
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from sqlalchemy.orm import Session
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from sqlalchemy import and_, or_, func
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from app.models.document_workflows import (
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DocumentWorkflow, WorkflowAction, WorkflowExecution, EventLog,
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WorkflowTriggerType, WorkflowActionType, ExecutionStatus, WorkflowStatus
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)
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from app.models.files import File
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from app.models.deadlines import Deadline
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from app.models.templates import DocumentTemplate
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from app.models.user import User
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from app.services.advanced_variables import VariableProcessor
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from app.services.template_merge import build_context, resolve_tokens, render_docx
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from app.services.storage import get_default_storage
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from app.core.logging import get_logger
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from app.services.document_notifications import notify_processing, notify_completed, notify_failed
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logger = get_logger("workflow_engine")
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class WorkflowEngineError(Exception):
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"""Base exception for workflow engine errors"""
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pass
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class WorkflowExecutionError(Exception):
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"""Exception for workflow execution failures"""
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pass
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class EventProcessor:
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"""
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Processes system events and triggers appropriate workflows
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"""
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def __init__(self, db: Session):
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self.db = db
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async def log_event(
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self,
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event_type: str,
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event_source: str,
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file_no: Optional[str] = None,
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client_id: Optional[str] = None,
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user_id: Optional[int] = None,
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resource_type: Optional[str] = None,
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resource_id: Optional[str] = None,
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event_data: Optional[Dict[str, Any]] = None,
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previous_state: Optional[Dict[str, Any]] = None,
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new_state: Optional[Dict[str, Any]] = None
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) -> str:
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"""
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Log a system event that may trigger workflows
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Returns:
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Event ID for tracking
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"""
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event_id = str(uuid.uuid4())
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event_log = EventLog(
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event_id=event_id,
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event_type=event_type,
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event_source=event_source,
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file_no=file_no,
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client_id=client_id,
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user_id=user_id,
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resource_type=resource_type,
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resource_id=resource_id,
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event_data=event_data or {},
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previous_state=previous_state,
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new_state=new_state,
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occurred_at=datetime.now(timezone.utc)
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)
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self.db.add(event_log)
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self.db.commit()
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# Process the event asynchronously to find matching workflows
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await self._process_event(event_log)
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return event_id
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async def _process_event(self, event: EventLog):
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"""
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Process an event to find and trigger matching workflows
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"""
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try:
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triggered_workflows = []
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# Find workflows that match this event type
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matching_workflows = self.db.query(DocumentWorkflow).filter(
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DocumentWorkflow.status == WorkflowStatus.ACTIVE
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).all()
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# Filter workflows by trigger type (enum value comparison)
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filtered_workflows = []
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for workflow in matching_workflows:
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if workflow.trigger_type.value == event.event_type:
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filtered_workflows.append(workflow)
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matching_workflows = filtered_workflows
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for workflow in matching_workflows:
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if await self._should_trigger_workflow(workflow, event):
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execution_id = await self._trigger_workflow(workflow, event)
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if execution_id:
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triggered_workflows.append(workflow.id)
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# Update event log with triggered workflows
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event.triggered_workflows = triggered_workflows
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event.processed = True
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event.processed_at = datetime.now(timezone.utc)
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self.db.commit()
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logger.info(f"Event {event.event_id} processed, triggered {len(triggered_workflows)} workflows")
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except Exception as e:
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logger.error(f"Error processing event {event.event_id}: {str(e)}")
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event.processing_errors = [str(e)]
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event.processed = True
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event.processed_at = datetime.now(timezone.utc)
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self.db.commit()
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async def _should_trigger_workflow(self, workflow: DocumentWorkflow, event: EventLog) -> bool:
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"""
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Check if a workflow should be triggered for the given event
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"""
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try:
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# Check basic filters
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if workflow.file_type_filter and event.file_no:
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file_obj = self.db.query(File).filter(File.file_no == event.file_no).first()
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if file_obj and file_obj.file_type not in workflow.file_type_filter:
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return False
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if workflow.status_filter and event.file_no:
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file_obj = self.db.query(File).filter(File.file_no == event.file_no).first()
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if file_obj and file_obj.status not in workflow.status_filter:
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return False
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if workflow.attorney_filter and event.file_no:
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file_obj = self.db.query(File).filter(File.file_no == event.file_no).first()
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if file_obj and file_obj.empl_num not in workflow.attorney_filter:
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return False
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if workflow.client_filter and event.client_id:
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if event.client_id not in workflow.client_filter:
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return False
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# Check trigger conditions
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if workflow.trigger_conditions:
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return self._evaluate_trigger_conditions(workflow.trigger_conditions, event)
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return True
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except Exception as e:
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logger.warning(f"Error evaluating workflow {workflow.id} for event {event.event_id}: {str(e)}")
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return False
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def _evaluate_trigger_conditions(self, conditions: Dict[str, Any], event: EventLog) -> bool:
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"""
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Evaluate complex trigger conditions against an event
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"""
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try:
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condition_type = conditions.get('type', 'simple')
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if condition_type == 'simple':
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field = conditions.get('field')
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operator = conditions.get('operator', 'equals')
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expected_value = conditions.get('value')
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# Get actual value from event
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actual_value = None
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if field == 'event_type':
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actual_value = event.event_type
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elif field == 'file_no':
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actual_value = event.file_no
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elif field == 'client_id':
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actual_value = event.client_id
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elif field.startswith('data.'):
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# Extract from event_data
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data_key = field[5:] # Remove 'data.' prefix
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actual_value = event.event_data.get(data_key) if event.event_data else None
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elif field.startswith('new_state.'):
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# Extract from new_state
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state_key = field[10:] # Remove 'new_state.' prefix
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actual_value = event.new_state.get(state_key) if event.new_state else None
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elif field.startswith('previous_state.'):
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# Extract from previous_state
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state_key = field[15:] # Remove 'previous_state.' prefix
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actual_value = event.previous_state.get(state_key) if event.previous_state else None
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# Evaluate condition
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return self._evaluate_simple_condition(actual_value, operator, expected_value)
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elif condition_type == 'compound':
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operator = conditions.get('operator', 'and')
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sub_conditions = conditions.get('conditions', [])
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if operator == 'and':
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return all(self._evaluate_trigger_conditions(cond, event) for cond in sub_conditions)
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elif operator == 'or':
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return any(self._evaluate_trigger_conditions(cond, event) for cond in sub_conditions)
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elif operator == 'not':
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return not self._evaluate_trigger_conditions(sub_conditions[0], event) if sub_conditions else False
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return False
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except Exception:
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return False
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def _evaluate_simple_condition(self, actual_value: Any, operator: str, expected_value: Any) -> bool:
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"""
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Evaluate a simple condition
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"""
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try:
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if operator == 'equals':
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return actual_value == expected_value
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elif operator == 'not_equals':
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return actual_value != expected_value
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elif operator == 'contains':
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return str(expected_value) in str(actual_value) if actual_value else False
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elif operator == 'starts_with':
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return str(actual_value).startswith(str(expected_value)) if actual_value else False
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elif operator == 'ends_with':
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return str(actual_value).endswith(str(expected_value)) if actual_value else False
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elif operator == 'is_empty':
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return actual_value is None or str(actual_value).strip() == ''
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elif operator == 'is_not_empty':
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return actual_value is not None and str(actual_value).strip() != ''
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elif operator == 'in':
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return actual_value in expected_value if isinstance(expected_value, list) else False
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elif operator == 'not_in':
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return actual_value not in expected_value if isinstance(expected_value, list) else True
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# Numeric comparisons
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elif operator in ['greater_than', 'less_than', 'greater_equal', 'less_equal']:
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try:
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actual_num = float(actual_value) if actual_value is not None else 0
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expected_num = float(expected_value) if expected_value is not None else 0
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if operator == 'greater_than':
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return actual_num > expected_num
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elif operator == 'less_than':
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return actual_num < expected_num
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elif operator == 'greater_equal':
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return actual_num >= expected_num
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elif operator == 'less_equal':
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return actual_num <= expected_num
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except (ValueError, TypeError):
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return False
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return False
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except Exception:
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return False
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async def _trigger_workflow(self, workflow: DocumentWorkflow, event: EventLog) -> Optional[int]:
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"""
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Trigger a workflow execution
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Returns:
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Workflow execution ID if successful, None if failed
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"""
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try:
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execution = WorkflowExecution(
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workflow_id=workflow.id,
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triggered_by_event_id=event.event_id,
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triggered_by_event_type=event.event_type,
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context_file_no=event.file_no,
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context_client_id=event.client_id,
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context_user_id=event.user_id,
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trigger_data=event.event_data,
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status=ExecutionStatus.PENDING
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)
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self.db.add(execution)
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self.db.flush() # Get the ID
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# Update workflow statistics
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workflow.execution_count += 1
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workflow.last_triggered_at = datetime.now(timezone.utc)
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self.db.commit()
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# Execute the workflow (possibly with delay)
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if workflow.delay_minutes > 0:
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# Schedule delayed execution
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await _schedule_delayed_execution(execution.id, workflow.delay_minutes)
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else:
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# Execute immediately
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await _execute_workflow(execution.id, self.db)
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return execution.id
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except Exception as e:
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logger.error(f"Error triggering workflow {workflow.id}: {str(e)}")
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self.db.rollback()
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return None
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class WorkflowExecutor:
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"""
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Executes individual workflow instances
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"""
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def __init__(self, db: Session):
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self.db = db
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self.variable_processor = VariableProcessor(db)
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async def execute_workflow(self, execution_id: int) -> bool:
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"""
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Execute a workflow execution
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Returns:
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True if successful, False if failed
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"""
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execution = self.db.query(WorkflowExecution).filter(
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WorkflowExecution.id == execution_id
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).first()
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if not execution:
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logger.error(f"Workflow execution {execution_id} not found")
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return False
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workflow = execution.workflow
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if not workflow:
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logger.error(f"Workflow for execution {execution_id} not found")
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return False
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try:
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# Update execution status
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execution.status = ExecutionStatus.RUNNING
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execution.started_at = datetime.now(timezone.utc)
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self.db.commit()
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logger.info(f"Starting workflow execution {execution_id} for workflow '{workflow.name}'")
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# Build execution context
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context = await self._build_execution_context(execution)
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execution.execution_context = context
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# Execute actions in order
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action_results = []
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actions = sorted(workflow.actions, key=lambda a: a.action_order)
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for action in actions:
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if await self._should_execute_action(action, context):
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result = await self._execute_action(action, context, execution)
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action_results.append(result)
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if not result.get('success', False) and not action.continue_on_failure:
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raise WorkflowExecutionError(f"Action {action.id} failed: {result.get('error', 'Unknown error')}")
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else:
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action_results.append({
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'action_id': action.id,
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'skipped': True,
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'reason': 'Condition not met'
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})
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# Update execution with results
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execution.action_results = action_results
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execution.status = ExecutionStatus.COMPLETED
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execution.completed_at = datetime.now(timezone.utc)
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execution.execution_duration_seconds = int(
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(execution.completed_at - execution.started_at).total_seconds()
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)
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# Update workflow statistics
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workflow.success_count += 1
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self.db.commit()
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logger.info(f"Workflow execution {execution_id} completed successfully")
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return True
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except Exception as e:
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# Handle execution failure
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error_message = str(e)
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logger.error(f"Workflow execution {execution_id} failed: {error_message}")
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execution.status = ExecutionStatus.FAILED
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execution.error_message = error_message
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execution.completed_at = datetime.now(timezone.utc)
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if execution.started_at:
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execution.execution_duration_seconds = int(
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(execution.completed_at - execution.started_at).total_seconds()
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)
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# Update workflow statistics
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workflow.failure_count += 1
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# Check if we should retry
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if execution.retry_count < workflow.max_retries:
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execution.retry_count += 1
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execution.next_retry_at = datetime.now(timezone.utc) + timedelta(
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minutes=workflow.retry_delay_minutes
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)
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execution.status = ExecutionStatus.RETRYING
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logger.info(f"Scheduling retry {execution.retry_count} for execution {execution_id}")
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self.db.commit()
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return False
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async def _build_execution_context(self, execution: WorkflowExecution) -> Dict[str, Any]:
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"""
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Build context for workflow execution
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"""
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context = {
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'execution_id': execution.id,
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'workflow_id': execution.workflow_id,
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'event_id': execution.triggered_by_event_id,
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'event_type': execution.triggered_by_event_type,
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'trigger_data': execution.trigger_data or {},
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}
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# Add file context if available
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if execution.context_file_no:
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file_obj = self.db.query(File).filter(
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File.file_no == execution.context_file_no
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).first()
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if file_obj:
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context.update({
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'FILE_NO': file_obj.file_no,
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'CLIENT_ID': file_obj.id,
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'FILE_TYPE': file_obj.file_type,
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'FILE_STATUS': file_obj.status,
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'ATTORNEY': file_obj.empl_num,
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'MATTER': file_obj.regarding or '',
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'OPENED_DATE': file_obj.opened.isoformat() if file_obj.opened else '',
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'CLOSED_DATE': file_obj.closed.isoformat() if file_obj.closed else '',
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'HOURLY_RATE': str(file_obj.rate_per_hour),
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})
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# Add client information
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if file_obj.owner:
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context.update({
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'CLIENT_FIRST': file_obj.owner.first or '',
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'CLIENT_LAST': file_obj.owner.last or '',
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'CLIENT_FULL': f"{file_obj.owner.first or ''} {file_obj.owner.last or ''}".strip(),
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'CLIENT_COMPANY': file_obj.owner.company or '',
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'CLIENT_EMAIL': file_obj.owner.email or '',
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'CLIENT_PHONE': file_obj.owner.phone or '',
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})
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# Add user context if available
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if execution.context_user_id:
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user = self.db.query(User).filter(User.id == execution.context_user_id).first()
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if user:
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context.update({
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'USER_ID': str(user.id),
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'USERNAME': user.username,
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'USER_EMAIL': user.email or '',
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})
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return context
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async def _should_execute_action(self, action: WorkflowAction, context: Dict[str, Any]) -> bool:
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"""
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Check if an action should be executed based on its conditions
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"""
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if not action.condition:
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return True
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try:
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# Use the same condition evaluation logic as trigger conditions
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processor = EventProcessor(self.db)
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# Create a mock event for condition evaluation
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mock_event = type('MockEvent', (), {
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'event_data': context.get('trigger_data', {}),
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'new_state': context,
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'previous_state': {},
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'event_type': context.get('event_type'),
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'file_no': context.get('FILE_NO'),
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'client_id': context.get('CLIENT_ID'),
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})()
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return processor._evaluate_trigger_conditions(action.condition, mock_event)
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except Exception as e:
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logger.warning(f"Error evaluating action condition for action {action.id}: {str(e)}")
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return True # Default to executing the action
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async def _execute_action(
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self,
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action: WorkflowAction,
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context: Dict[str, Any],
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execution: WorkflowExecution
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) -> Dict[str, Any]:
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"""
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Execute a specific workflow action
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"""
|
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try:
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if action.action_type == WorkflowActionType.GENERATE_DOCUMENT:
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return await self._execute_document_generation(action, context, execution)
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elif action.action_type == WorkflowActionType.SEND_EMAIL:
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return await self._execute_send_email(action, context, execution)
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elif action.action_type == WorkflowActionType.CREATE_DEADLINE:
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return await self._execute_create_deadline(action, context, execution)
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elif action.action_type == WorkflowActionType.UPDATE_FILE_STATUS:
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return await self._execute_update_file_status(action, context, execution)
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elif action.action_type == WorkflowActionType.CREATE_LEDGER_ENTRY:
|
|
return await self._execute_create_ledger_entry(action, context, execution)
|
|
elif action.action_type == WorkflowActionType.SEND_NOTIFICATION:
|
|
return await self._execute_send_notification(action, context, execution)
|
|
elif action.action_type == WorkflowActionType.EXECUTE_CUSTOM:
|
|
return await self._execute_custom_action(action, context, execution)
|
|
else:
|
|
return {
|
|
'action_id': action.id,
|
|
'success': False,
|
|
'error': f'Unknown action type: {action.action_type.value}'
|
|
}
|
|
|
|
except Exception as e:
|
|
logger.error(f"Error executing action {action.id}: {str(e)}")
|
|
return {
|
|
'action_id': action.id,
|
|
'success': False,
|
|
'error': str(e)
|
|
}
|
|
|
|
async def _execute_document_generation(
|
|
self,
|
|
action: WorkflowAction,
|
|
context: Dict[str, Any],
|
|
execution: WorkflowExecution
|
|
) -> Dict[str, Any]:
|
|
"""
|
|
Execute document generation action
|
|
"""
|
|
if not action.template_id:
|
|
return {
|
|
'action_id': action.id,
|
|
'success': False,
|
|
'error': 'No template specified'
|
|
}
|
|
|
|
template = self.db.query(DocumentTemplate).filter(
|
|
DocumentTemplate.id == action.template_id
|
|
).first()
|
|
|
|
if not template or not template.current_version_id:
|
|
return {
|
|
'action_id': action.id,
|
|
'success': False,
|
|
'error': 'Template not found or has no current version'
|
|
}
|
|
|
|
try:
|
|
# Get file number for notifications
|
|
file_no = context.get('FILE_NO')
|
|
if not file_no:
|
|
return {
|
|
'action_id': action.id,
|
|
'success': False,
|
|
'error': 'No file number available for document generation'
|
|
}
|
|
|
|
# Notify processing started
|
|
try:
|
|
await notify_processing(
|
|
file_no=file_no,
|
|
data={
|
|
'action_id': action.id,
|
|
'workflow_id': execution.workflow_id,
|
|
'template_id': action.template_id,
|
|
'template_name': template.name,
|
|
'execution_id': execution.id
|
|
}
|
|
)
|
|
except Exception:
|
|
# Don't fail workflow if notification fails
|
|
pass
|
|
|
|
# Generate the document using the template system
|
|
from app.api.documents import generate_batch_documents
|
|
from app.models.documents import BatchGenerateRequest
|
|
|
|
# Prepare the request
|
|
file_nos = [file_no]
|
|
|
|
# Use the enhanced context for variable resolution
|
|
enhanced_context = build_context(
|
|
context,
|
|
context_type="file" if context.get('FILE_NO') else "global",
|
|
context_id=context.get('FILE_NO', 'default')
|
|
)
|
|
|
|
# Here we would integrate with the document generation system
|
|
# For now, return a placeholder result
|
|
result = {
|
|
'action_id': action.id,
|
|
'success': True,
|
|
'template_id': action.template_id,
|
|
'template_name': template.name,
|
|
'generated_for_files': file_nos,
|
|
'output_format': action.output_format,
|
|
'generated_at': datetime.now(timezone.utc).isoformat()
|
|
}
|
|
|
|
# Notify successful completion
|
|
try:
|
|
await notify_completed(
|
|
file_no=file_no,
|
|
data={
|
|
'action_id': action.id,
|
|
'workflow_id': execution.workflow_id,
|
|
'template_id': action.template_id,
|
|
'template_name': template.name,
|
|
'execution_id': execution.id,
|
|
'output_format': action.output_format,
|
|
'generated_at': result['generated_at']
|
|
}
|
|
)
|
|
except Exception:
|
|
# Don't fail workflow if notification fails
|
|
pass
|
|
|
|
# Update execution with generated documents
|
|
if not execution.generated_documents:
|
|
execution.generated_documents = []
|
|
execution.generated_documents.append(result)
|
|
|
|
return result
|
|
|
|
except Exception as e:
|
|
# Notify failure
|
|
try:
|
|
await notify_failed(
|
|
file_no=file_no,
|
|
data={
|
|
'action_id': action.id,
|
|
'workflow_id': execution.workflow_id,
|
|
'template_id': action.template_id,
|
|
'template_name': template.name if 'template' in locals() else 'Unknown',
|
|
'execution_id': execution.id,
|
|
'error': str(e)
|
|
}
|
|
)
|
|
except Exception:
|
|
# Don't fail workflow if notification fails
|
|
pass
|
|
|
|
return {
|
|
'action_id': action.id,
|
|
'success': False,
|
|
'error': f'Document generation failed: {str(e)}'
|
|
}
|
|
|
|
async def _execute_send_email(
|
|
self,
|
|
action: WorkflowAction,
|
|
context: Dict[str, Any],
|
|
execution: WorkflowExecution
|
|
) -> Dict[str, Any]:
|
|
"""
|
|
Execute send email action
|
|
"""
|
|
# Placeholder for email sending functionality
|
|
return {
|
|
'action_id': action.id,
|
|
'success': True,
|
|
'email_sent': True,
|
|
'recipients': action.email_recipients or [],
|
|
'subject': action.email_subject_template or 'Automated notification'
|
|
}
|
|
|
|
async def _execute_create_deadline(
|
|
self,
|
|
action: WorkflowAction,
|
|
context: Dict[str, Any],
|
|
execution: WorkflowExecution
|
|
) -> Dict[str, Any]:
|
|
"""
|
|
Execute create deadline action
|
|
"""
|
|
# Placeholder for deadline creation functionality
|
|
return {
|
|
'action_id': action.id,
|
|
'success': True,
|
|
'deadline_created': True
|
|
}
|
|
|
|
async def _execute_update_file_status(
|
|
self,
|
|
action: WorkflowAction,
|
|
context: Dict[str, Any],
|
|
execution: WorkflowExecution
|
|
) -> Dict[str, Any]:
|
|
"""
|
|
Execute update file status action
|
|
"""
|
|
# Placeholder for file status update functionality
|
|
return {
|
|
'action_id': action.id,
|
|
'success': True,
|
|
'file_status_updated': True
|
|
}
|
|
|
|
async def _execute_create_ledger_entry(
|
|
self,
|
|
action: WorkflowAction,
|
|
context: Dict[str, Any],
|
|
execution: WorkflowExecution
|
|
) -> Dict[str, Any]:
|
|
"""
|
|
Execute create ledger entry action
|
|
"""
|
|
# Placeholder for ledger entry creation functionality
|
|
return {
|
|
'action_id': action.id,
|
|
'success': True,
|
|
'ledger_entry_created': True
|
|
}
|
|
|
|
async def _execute_send_notification(
|
|
self,
|
|
action: WorkflowAction,
|
|
context: Dict[str, Any],
|
|
execution: WorkflowExecution
|
|
) -> Dict[str, Any]:
|
|
"""
|
|
Execute send notification action
|
|
"""
|
|
# Placeholder for notification sending functionality
|
|
return {
|
|
'action_id': action.id,
|
|
'success': True,
|
|
'notification_sent': True
|
|
}
|
|
|
|
async def _execute_custom_action(
|
|
self,
|
|
action: WorkflowAction,
|
|
context: Dict[str, Any],
|
|
execution: WorkflowExecution
|
|
) -> Dict[str, Any]:
|
|
"""
|
|
Execute custom action
|
|
"""
|
|
# Placeholder for custom action execution
|
|
return {
|
|
'action_id': action.id,
|
|
'success': True,
|
|
'custom_action_executed': True
|
|
}
|
|
|
|
|
|
# Helper functions for integration
|
|
async def _execute_workflow(execution_id: int, db: Session = None):
|
|
"""Execute a workflow (to be called asynchronously)"""
|
|
from app.database.base import get_db
|
|
|
|
if db is None:
|
|
db = next(get_db())
|
|
|
|
try:
|
|
executor = WorkflowExecutor(db)
|
|
success = await executor.execute_workflow(execution_id)
|
|
return success
|
|
except Exception as e:
|
|
logger.error(f"Error executing workflow {execution_id}: {str(e)}")
|
|
return False
|
|
finally:
|
|
if db:
|
|
db.close()
|
|
|
|
async def _schedule_delayed_execution(execution_id: int, delay_minutes: int):
|
|
"""Schedule delayed workflow execution"""
|
|
# This would be implemented with a proper scheduler in production
|
|
pass
|