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leocrm/app/plugins/builtins/ai_assistant/services.py
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"""Business logic for the AI Assistant plugin.
Uses LiteLLM for multi-provider LLM calls and PydanticAI for the agent loop.
Tools from the global ToolRegistry are wrapped as PydanticAI tools with
RBAC permission checks.
"""
from __future__ import annotations
import json
import logging
import uuid
from collections.abc import AsyncGenerator
from typing import Any
import litellm
from sqlalchemy import select
from sqlalchemy.ext.asyncio import AsyncSession
from app.ai.llm_client import llm_complete
from app.core.permissions import check_permission
from app.plugins.builtins.ai_assistant.models import (
AIAgent,
AIChatFolder,
AIModel,
AIPreset,
AIProvider,
)
from app.plugins.builtins.ai_assistant.tool_registry import (
AITool,
get_tool_registry,
)
logger = logging.getLogger(__name__)
# Suppress litellm verbose logging
litellm.suppress_debug_info = True
# ─── Helpers ───
def mask_api_key(key: str) -> str:
"""Mask API key for display: show first 8 and last 4 chars."""
if not key or len(key) <= 12:
return "***"
return f"{key[:8]}...{key[-4:]}"
def provider_to_response(provider: AIProvider) -> dict[str, Any]:
return {
"id": str(provider.id),
"name": provider.name,
"provider_type": provider.provider_type,
"api_key": mask_api_key(provider.api_key),
"base_url": provider.base_url,
"is_active": provider.is_active,
"is_default": provider.is_default,
"config": provider.config or {},
"created_at": provider.created_at.isoformat() if provider.created_at else None,
"updated_at": provider.updated_at.isoformat() if provider.updated_at else None,
}
def model_to_response(model: AIModel) -> dict[str, Any]:
return {
"id": str(model.id),
"provider_id": str(model.provider_id),
"model_id": model.model_id,
"display_name": model.display_name,
"context_window": model.context_window,
"supports_tools": model.supports_tools,
"supports_streaming": model.supports_streaming,
"is_active": model.is_active,
"config": model.config or {},
}
def preset_to_response(preset: AIPreset) -> dict[str, Any]:
return {
"id": str(preset.id),
"name": preset.name,
"model_id": preset.model_id,
"provider_id": str(preset.provider_id) if preset.provider_id else None,
"temperature": preset.temperature,
"max_tokens": preset.max_tokens,
"top_p": preset.top_p,
"system_prompt": preset.system_prompt,
"config": preset.config or {},
"is_active": preset.is_active,
}
def agent_to_response(agent: AIAgent) -> dict[str, Any]:
return {
"id": str(agent.id),
"name": agent.name,
"description": agent.description,
"system_prompt": agent.system_prompt,
"preset_id": str(agent.preset_id) if agent.preset_id else None,
"tool_ids": agent.tool_ids or [],
"is_default": agent.is_default,
"is_active": agent.is_active,
"config": agent.config or {},
"created_at": agent.created_at.isoformat() if agent.created_at else None,
"updated_at": agent.updated_at.isoformat() if agent.updated_at else None,
}
def folder_to_response(folder: AIChatFolder) -> dict[str, Any]:
return {
"id": str(folder.id),
"name": folder.name,
"parent_id": str(folder.parent_id) if folder.parent_id else None,
"user_id": str(folder.user_id),
"sort_order": folder.sort_order,
"created_at": folder.created_at.isoformat() if folder.created_at else None,
}
# ─── Provider/Model/Preset/Agent CRUD ───
async def get_default_provider(db: AsyncSession, tenant_id: uuid.UUID) -> AIProvider | None:
"""Get the default provider for a tenant."""
result = await db.execute(
select(AIProvider)
.where(AIProvider.tenant_id == tenant_id)
.where(AIProvider.is_default.is_(True))
.limit(1)
)
return result.scalar_one_or_none()
async def get_provider_by_id(db: AsyncSession, provider_id: uuid.UUID, tenant_id: uuid.UUID) -> AIProvider | None:
result = await db.execute(
select(AIProvider)
.where(AIProvider.id == provider_id)
.where(AIProvider.tenant_id == tenant_id)
.limit(1)
)
return result.scalar_one_or_none()
async def get_preset_by_id(db: AsyncSession, preset_id: uuid.UUID, tenant_id: uuid.UUID) -> AIPreset | None:
result = await db.execute(
select(AIPreset)
.where(AIPreset.id == preset_id)
.where(AIPreset.tenant_id == tenant_id)
.limit(1)
)
return result.scalar_one_or_none()
async def get_agent_by_id(db: AsyncSession, agent_id: uuid.UUID, tenant_id: uuid.UUID) -> AIAgent | None:
result = await db.execute(
select(AIAgent)
.where(AIAgent.id == agent_id)
.where(AIAgent.tenant_id == tenant_id)
.limit(1)
)
return result.scalar_one_or_none()
async def get_default_agent(db: AsyncSession, tenant_id: uuid.UUID) -> AIAgent | None:
result = await db.execute(
select(AIAgent)
.where(AIAgent.tenant_id == tenant_id)
.where(AIAgent.is_default.is_(True))
.limit(1)
)
return result.scalar_one_or_none()
# ─── Comm-based Chat Helpers (replaces AIChatSession/AIChatMessage) ───
async def get_comm_messages(
db: AsyncSession, conversation_id: uuid.UUID, tenant_id: uuid.UUID
) -> list[dict[str, Any]]:
"""Get message history from comm_messages for an AI conversation."""
from app.plugins.builtins.kommunikation.models import CommMessage
result = await db.execute(
select(CommMessage)
.where(CommMessage.conversation_id == conversation_id)
.where(CommMessage.tenant_id == tenant_id)
.order_by(CommMessage.created_at.asc())
)
msgs = list(result.scalars().all())
return [{"role": m.sender_type if m.sender_type != "ai" else "assistant", "content": m.content} for m in msgs]
async def save_comm_message(
db: AsyncSession,
conversation_id: uuid.UUID,
role: str,
content: str,
tenant_id: uuid.UUID,
user_id: uuid.UUID,
) -> None:
"""Save a message to comm_messages for an AI conversation."""
from app.plugins.builtins.kommunikation.models import CommMessage
sender_type = "user" if role == "user" else "ai"
msg = CommMessage(
conversation_id=conversation_id,
sender_id=user_id if role == "user" else None,
sender_type=sender_type,
content=content,
content_format="text",
tenant_id=tenant_id,
)
db.add(msg)
await db.flush()
async def stream_chat_comm(
db: AsyncSession,
conversation_id: uuid.UUID,
agent: AIAgent,
user_message: str,
user_context: dict[str, Any],
tenant_id: uuid.UUID,
user_id: uuid.UUID,
) -> AsyncGenerator[str, None]:
"""Stream chat response via SSE with tool-calling loop, using comm_messages."""
history = await get_comm_messages(db, conversation_id, tenant_id)
messages: list[dict[str, Any]] = list(history)
messages.append({"role": "user", "content": user_message})
await save_comm_message(db, conversation_id, "user", user_message, tenant_id, user_id)
# Get agent tools — always include call_crm_api for full system access
registry = get_tool_registry()
tools = registry.get_by_names(agent.tool_ids or [])
crm_api_tool = registry.get("call_crm_api")
if crm_api_tool and crm_api_tool not in tools:
tools.append(crm_api_tool)
tool_schemas = [t.to_openai_schema() for t in tools] if tools else None
# F01 (Astra P0): allowlist — only the tools offered above may execute.
# A hallucinated/injected tool name must never reach a handler.
allowed_tool_names = {t.name for t in tools}
# Build LLM params
params, model_id = await build_litellm_params(db, agent, messages, tenant_id)
# Agent loop: LLM → tool calls → execute → feed back → repeat
max_iterations = 5
for iteration in range(max_iterations):
if tool_schemas and iteration < max_iterations - 1:
params["tools"] = tool_schemas
elif "tools" in params:
del params["tools"]
collected_content = ""
collected_tool_calls: list[dict[str, Any]] = []
try:
result = await llm_complete(
model=params.get("model", "gpt-4o-mini"),
messages=params.get("messages", []),
temperature=params.get("temperature", 0.7),
max_tokens=params.get("max_tokens", 2048),
api_key=params.get("api_key"),
api_base=params.get("api_base"),
tools=params.get("tools"),
)
collected_content = result["content"]
if collected_content:
yield f"data: {json.dumps({'type': 'token', 'content': collected_content})}\n\n"
raw_response = result["raw_response"]
if hasattr(raw_response.choices[0].message, "tool_calls") and raw_response.choices[0].message.tool_calls:
for tc in raw_response.choices[0].message.tool_calls:
collected_tool_calls.append({
"id": tc.id or "",
"function": {
"name": tc.function.name if tc.function else "",
"arguments": tc.function.arguments if tc.function and tc.function.arguments else "",
},
})
except Exception as exc:
logger.error("LLM error: %s", exc)
yield f"data: {json.dumps({'type': 'error', 'content': str(exc)})}\n\n"
await save_comm_message(db, conversation_id, "assistant", f"Error: {exc}", tenant_id, user_id)
await db.commit()
return
if collected_tool_calls:
await save_comm_message(
db, conversation_id, "assistant", collected_content, tenant_id, user_id,
)
yield f"data: {json.dumps({'type': 'tool_calls', 'tools': [tc['function']['name'] for tc in collected_tool_calls]})}\n\n"
for tc in collected_tool_calls:
tool_name = tc["function"]["name"]
try:
tool_args = json.loads(tc["function"]["arguments"])
except json.JSONDecodeError:
tool_args = {}
# F01 (Astra P0): allowlist enforcement — reject any tool
# name that was not offered to the LLM before it reaches a
# handler. registered ≠ permitted.
tool = registry.get(tool_name)
if tool_name not in allowed_tool_names:
logger.warning(
"stream_chat_comm F01 guard: tool '%s' is registered but NOT offered to this agent — rejected",
tool_name,
)
result = f"Error: Tool '{tool_name}' is not available to this agent"
elif tool is None:
result = f"Tool '{tool_name}' not found"
else:
result = await execute_tool_call(tool, tool_args, user_context)
yield f"data: {json.dumps({'type': 'tool_result', 'tool': tool_name, 'result': result[:500]})}\n\n"
messages.append({
"role": "assistant",
"content": collected_content,
"tool_calls": collected_tool_calls,
})
messages.append({
"role": "tool",
"tool_call_id": tc["id"],
"name": tool_name,
"content": result,
})
params, model_id = await build_litellm_params(db, agent, messages, tenant_id)
continue
# No tool calls — final response
await save_comm_message(db, conversation_id, "assistant", collected_content, tenant_id, user_id)
await db.commit()
yield f"data: {json.dumps({'type': 'done', 'content': collected_content})}\n\n"
return
# Max iterations reached
await save_comm_message(db, conversation_id, "assistant", collected_content, tenant_id, user_id)
await db.commit()
yield f"data: {json.dumps({'type': 'done', 'content': collected_content})}\n\n"
async def build_litellm_params(
db: AsyncSession,
agent: AIAgent,
messages: list[dict[str, Any]],
tenant_id: uuid.UUID,
) -> dict[str, Any]:
"""Build LiteLLM completion parameters from agent + preset."""
# Get preset
preset: AIPreset | None = None
if agent.preset_id:
preset = await get_preset_by_id(db, agent.preset_id, tenant_id)
model_id = "gpt-4o-mini" # fallback
temperature = 0.7
max_tokens = 2048
top_p = 1.0
system_prompt = agent.system_prompt or ""
if preset:
model_id = preset.model_id
temperature = preset.temperature
max_tokens = preset.max_tokens
top_p = preset.top_p
if preset.system_prompt and not system_prompt:
system_prompt = preset.system_prompt
# Get provider for API key
provider: AIProvider | None = None
if preset and preset.provider_id:
provider = await get_provider_by_id(db, preset.provider_id, tenant_id)
if not provider:
provider = await get_default_provider(db, tenant_id)
# Build litellm model string with provider prefix
# LiteLLM always needs a provider prefix, even for OpenAI-compatible APIs
litellm_model = model_id
if provider:
litellm_model = f"{provider.provider_type}/{model_id}"
# Build messages with system prompt
litellm_messages = []
if system_prompt:
# Inject CRM API context into system prompt
try:
from app.plugins.builtins.ai_assistant.crm_api_tool import get_api_context_for_prompt
api_context = await get_api_context_for_prompt()
system_prompt = system_prompt + api_context
except Exception:
logger.warning("Failed to inject API context into system prompt")
litellm_messages.append({"role": "system", "content": system_prompt})
litellm_messages.extend(messages)
params: dict[str, Any] = {
"model": litellm_model,
"messages": litellm_messages,
"temperature": temperature,
"max_tokens": max_tokens,
"top_p": top_p,
"stream": True,
}
# Set API key from provider
if provider and provider.api_key:
if provider.provider_type == "openai":
params["api_key"] = provider.api_key
elif provider.provider_type == "anthropic":
params["api_key"] = provider.api_key
else:
params["api_key"] = provider.api_key
if provider and provider.base_url:
params["api_base"] = provider.base_url
return params, model_id
async def execute_tool_call(
tool: AITool,
arguments: dict[str, Any],
user_context: dict[str, Any],
) -> str:
"""Execute a tool call with RBAC permission check."""
# Check RBAC permission if tool requires one
if tool.required_permission:
if not check_permission(user_context, tool.required_permission):
return f"Error: Permission '{tool.required_permission}' required for tool '{tool.name}'"
try:
result = await tool.handler(arguments=arguments, context=user_context)
return result
except Exception as exc:
logger.warning("Tool '%s' execution error: %s", tool.name, exc)
return f"Error executing tool '{tool.name}': {exc}"
# ─── Seed Defaults ───
async def seed_defaults(db: AsyncSession) -> None:
"""Seed default provider, preset, and agent for existing tenants."""
from app.models import Tenant
result = await db.execute(select(Tenant))
tenants = list(result.scalars().all())
for tenant in tenants:
# Check if default provider already exists
existing = await get_default_provider(db, tenant.id)
if existing:
continue
# Create default OpenAI provider (no key, user must configure)
provider = AIProvider(
name="OpenAI",
provider_type="openai",
api_key="",
base_url="",
is_active=True,
is_default=True,
config={},
tenant_id=tenant.id,
)
db.add(provider)
await db.flush()
# Create default preset
preset = AIPreset(
name="Standard",
model_id="gpt-4o-mini",
provider_id=provider.id,
temperature=0.7,
max_tokens=2048,
top_p=1.0,
system_prompt="Du bist ein hilfreicher KI-Assistent für ein CRM-System.",
is_active=True,
tenant_id=tenant.id,
)
db.add(preset)
await db.flush()
# Create default agent
agent = AIAgent(
name="Standard Assistent",
description="Allgemeiner KI-Assistent",
system_prompt="Du bist ein hilfreicher KI-Assistent. Antworte präzise und hilfreich.",
preset_id=preset.id,
tool_ids=[],
is_default=True,
is_active=True,
config={},
tenant_id=tenant.id,
)
db.add(agent)
await db.commit()
logger.info("AI Assistant: default providers, presets, and agents seeded")