T09: KI-Copilot API + Hybrid Workflow Engine + LLM client + event-triggered workflows
- KI-Copilot: NL query → proposed actions, execute with RBAC, history, audit logging - LLM client: mock mode (no API key) + OpenAI-compatible mode (AI_MODEL/AI_API_KEY) - Action mapper: NL intent → API calls (create/update/delete/search company/contact) - Workflow engine: step types (action/approval/notification/condition), JSONB steps - Workflow lifecycle: pending → in_progress → completed/rejected/cancelled - Event-triggered workflows: event bus → auto-start instances - Code-engine workflows: onboarding on user.created event - Approval timeout: auto-reject after configured hours - 5 new tenant-scoped tables with RLS: ai_conversations, ai_messages, workflows, workflow_instances, workflow_step_history - Migration 0004: all tables + RLS policies + tenant_id + indexes - 238 tests pass (30 AC + 105 coverage + 103 existing), 84.12% T09 module coverage - MissingGreenlet fix: safe accessor helpers for async ORM attribute access
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leocrm-bot
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"""T09: ai_conversations, ai_messages, workflows, workflow_instances, workflow_step_history tables.
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Revision ID: 0004_ai_workflows
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Revises: 0003_plugin_system
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Create Date: 2026-06-29
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"""
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from __future__ import annotations
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from typing import Sequence, Union
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from alembic import op
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import sqlalchemy as sa
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from sqlalchemy.dialects import postgresql
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revision: str = "0004_ai_workflows"
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down_revision: Union[str, None] = "0003_plugin_system"
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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def upgrade() -> None:
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# --- ai_conversations table (tenant-scoped) ---
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op.create_table(
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"ai_conversations",
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sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
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sa.Column("tenant_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False),
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sa.Column("user_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("users.id", ondelete="CASCADE"), nullable=False),
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sa.Column("title", sa.String(255), nullable=False, server_default="Untitled"),
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sa.Column("context", postgresql.JSONB, nullable=False, server_default=sa.text("'{}'::jsonb")),
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sa.Column("created_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
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sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
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)
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op.create_index("ix_ai_conversations_tenant_id", "ai_conversations", ["tenant_id"])
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op.create_index("ix_ai_conversations_tenant_user", "ai_conversations", ["tenant_id", "user_id"])
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# --- ai_messages table (tenant-scoped) ---
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op.create_table(
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"ai_messages",
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sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
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sa.Column("tenant_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False),
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sa.Column("conversation_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("ai_conversations.id", ondelete="CASCADE"), nullable=False),
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sa.Column("role", sa.String(20), nullable=False),
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sa.Column("content", sa.Text, nullable=False),
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sa.Column("proposed_actions", postgresql.JSONB, nullable=True),
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sa.Column("executed_action", postgresql.JSONB, nullable=True),
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sa.Column("execution_result", postgresql.JSONB, nullable=True),
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sa.Column("message_index", sa.Integer, nullable=False, server_default="0"),
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sa.Column("created_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
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sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
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)
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op.create_index("ix_ai_messages_tenant_id", "ai_messages", ["tenant_id"])
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op.create_index("ix_ai_messages_tenant_conversation", "ai_messages", ["tenant_id", "conversation_id"])
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op.create_index("ix_ai_messages_conversation_id", "ai_messages", ["conversation_id"])
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# --- workflows table (tenant-scoped) ---
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op.create_table(
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"workflows",
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sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
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sa.Column("tenant_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False),
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sa.Column("name", sa.String(200), nullable=False),
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sa.Column("description", sa.Text, nullable=True),
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sa.Column("trigger_event", sa.String(100), nullable=True),
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sa.Column("steps", postgresql.JSONB, nullable=False),
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sa.Column("is_active", sa.Boolean, nullable=False, server_default=sa.text("true")),
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sa.Column("created_by", postgresql.UUID(as_uuid=True), sa.ForeignKey("users.id", ondelete="SET NULL"), nullable=True),
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sa.Column("created_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
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sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
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)
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op.create_index("ix_workflows_tenant_id", "workflows", ["tenant_id"])
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op.create_index("ix_workflows_tenant_active", "workflows", ["tenant_id", "is_active"])
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op.create_index("ix_workflows_tenant_trigger", "workflows", ["tenant_id", "trigger_event"])
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# --- workflow_instances table (tenant-scoped) ---
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op.create_table(
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"workflow_instances",
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sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
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sa.Column("tenant_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False),
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sa.Column("workflow_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("workflows.id", ondelete="CASCADE"), nullable=False),
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sa.Column("status", sa.String(30), nullable=False, server_default="pending"),
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sa.Column("current_step_index", sa.Integer, nullable=False, server_default="0"),
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sa.Column("context", postgresql.JSONB, nullable=False, server_default=sa.text("'{}'::jsonb")),
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sa.Column("initiated_by", postgresql.UUID(as_uuid=True), sa.ForeignKey("users.id", ondelete="SET NULL"), nullable=True),
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sa.Column("completed_at", sa.DateTime(timezone=True), nullable=True),
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sa.Column("timeout_hours", sa.Integer, nullable=True),
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sa.Column("timeout_at", sa.DateTime(timezone=True), nullable=True),
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sa.Column("created_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
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sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
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)
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op.create_index("ix_wf_instances_tenant_id", "workflow_instances", ["tenant_id"])
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op.create_index("ix_wf_instances_tenant_status", "workflow_instances", ["tenant_id", "status"])
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op.create_index("ix_wf_instances_tenant_workflow", "workflow_instances", ["tenant_id", "workflow_id"])
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op.create_index("ix_wf_instances_workflow_id", "workflow_instances", ["workflow_id"])
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# --- workflow_step_history table (tenant-scoped) ---
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op.create_table(
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"workflow_step_history",
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sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
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sa.Column("tenant_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False),
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sa.Column("instance_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("workflow_instances.id", ondelete="CASCADE"), nullable=False),
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sa.Column("step_index", sa.Integer, nullable=False),
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sa.Column("step_type", sa.String(50), nullable=False),
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sa.Column("action", sa.String(50), nullable=False),
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sa.Column("actor_id", postgresql.UUID(as_uuid=True), sa.ForeignKey("users.id", ondelete="SET NULL"), nullable=True),
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sa.Column("details", postgresql.JSONB, nullable=True),
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sa.Column("created_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
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sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
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)
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op.create_index("ix_wf_step_history_tenant_id", "workflow_step_history", ["tenant_id"])
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op.create_index("ix_wf_step_history_tenant_instance", "workflow_step_history", ["tenant_id", "instance_id"])
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op.create_index("ix_wf_step_history_instance_id", "workflow_step_history", ["instance_id"])
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# --- RLS Policies ---
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for table in ["ai_conversations", "ai_messages", "workflows", "workflow_instances", "workflow_step_history"]:
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op.execute(f"ALTER TABLE {table} ENABLE ROW LEVEL SECURITY;")
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op.execute(
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f"CREATE POLICY {table}_tenant_isolation ON {table} "
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f"USING (tenant_id::text = current_setting('app.current_tenant_id', true));"
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)
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def downgrade() -> None:
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for table in ["workflow_step_history", "workflow_instances", "workflows", "ai_messages", "ai_conversations"]:
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op.execute(f"DROP POLICY IF EXISTS {table}_tenant_isolation ON {table};")
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op.execute(f"ALTER TABLE {table} DISABLE ROW LEVEL SECURITY;")
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op.drop_table(table)
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