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feat: enable dynamic transfer destination resolution
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commit
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10 changed files with 1476 additions and 52 deletions
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@ -294,6 +294,43 @@ class TestToolToFunctionSchema:
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assert schema["function"]["description"] == "Execute My Tool tool"
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def test_transfer_tool_schema_includes_configured_parameters(self):
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"""Transfer tools can expose resolver inputs to the model."""
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tool = MockToolModel(
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tool_uuid="transfer-uuid",
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name="Transfer To Partner",
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description="Transfer to the correct referral partner",
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category="transfer_call",
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definition={
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"schema_version": 1,
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"type": "transfer_call",
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"config": {
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"destination": "",
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"parameters": [
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{
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"name": "state",
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"type": "string",
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"description": "The caller's US state.",
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"required": True,
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},
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{
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"name": "reason",
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"type": "string",
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"description": "Why transfer is needed.",
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"required": False,
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},
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],
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},
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},
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)
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schema = tool_to_function_schema(tool)
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params = schema["function"]["parameters"]
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assert params["properties"]["state"]["type"] == "string"
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assert params["properties"]["reason"]["type"] == "string"
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assert params["required"] == ["state"]
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class TestExecuteHttpTool:
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"""Tests for execute_http_tool function."""
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@ -778,6 +815,119 @@ class TestCoerceParameterValue:
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_coerce_parameter_value(value, "array")
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class TestTransferResolver:
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"""Tests for dynamic transfer resolution policy behavior."""
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@pytest.mark.asyncio
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async def test_http_resolver_uses_static_fallback_when_policy_allows(self):
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from api.services.workflow.tools.transfer_resolver import resolve_transfer_config
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tool = MockToolModel(
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tool_uuid="transfer-tool-uuid",
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name="Transfer Call",
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description="Transfer the caller",
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category="transfer_call",
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definition={},
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)
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config = {
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"destination": "{{initial_context.default_destination}}",
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"timeout": 30,
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"resolver": {
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"type": "http",
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"url": "https://crm.example.com/resolve-transfer",
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"policy": "approved_routes_or_static_fallback",
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"timeout_ms": 3000,
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},
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"approved_routes": {},
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}
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mock_response = Mock()
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mock_response.status_code = 200
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mock_response.json.return_value = {"route": "missing_route"}
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with (
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patch(
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"api.services.workflow.tools.transfer_resolver.validate_user_configured_service_url"
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),
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patch(
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"api.services.workflow.tools.transfer_resolver.httpx.AsyncClient"
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) as mock_client_class,
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):
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mock_client = AsyncMock()
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mock_client.post.return_value = mock_response
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mock_client_class.return_value.__aenter__.return_value = mock_client
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resolved = await resolve_transfer_config(
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tool=tool,
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config=config,
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arguments={"state": "TX"},
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call_context_vars={"default_destination": "+14155550999"},
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gathered_context_vars={},
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organization_id=1,
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workflow_run_id=1,
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)
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assert resolved.destination == "+14155550999"
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assert resolved.timeout_seconds == 30
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@pytest.mark.asyncio
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async def test_http_resolver_rejects_raw_destination_for_route_only_policy(self):
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from api.services.workflow.tools.transfer_resolver import (
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TransferResolutionError,
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resolve_transfer_config,
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)
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tool = MockToolModel(
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tool_uuid="transfer-tool-uuid",
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name="Transfer Call",
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description="Transfer the caller",
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category="transfer_call",
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definition={},
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)
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config = {
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"destination": "",
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"timeout": 30,
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"resolver": {
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"type": "http",
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"url": "https://crm.example.com/resolve-transfer",
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"policy": "approved_routes_only",
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"timeout_ms": 3000,
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},
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"approved_routes": {},
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}
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mock_response = Mock()
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mock_response.status_code = 200
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mock_response.json.return_value = {
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"destination": {"type": "phone_number", "value": "+14155550123"}
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}
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with (
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patch(
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"api.services.workflow.tools.transfer_resolver.validate_user_configured_service_url"
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),
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patch(
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"api.services.workflow.tools.transfer_resolver.httpx.AsyncClient"
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) as mock_client_class,
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):
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mock_client = AsyncMock()
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mock_client.post.return_value = mock_response
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mock_client_class.return_value.__aenter__.return_value = mock_client
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with pytest.raises(TransferResolutionError) as exc_info:
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await resolve_transfer_config(
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tool=tool,
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config=config,
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arguments={},
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call_context_vars={},
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gathered_context_vars={},
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organization_id=1,
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workflow_run_id=1,
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)
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assert exc_info.value.reason == "route_required"
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class TestAuthHeaders:
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"""Tests for auth header building utilities."""
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@ -1253,6 +1403,134 @@ class TestCustomToolManagerUnit:
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assert first_context.target_number == "+14155550123"
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assert result_received["status"] == "transfer_failed"
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@pytest.mark.asyncio
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async def test_transfer_call_http_resolver_uses_approved_route(self):
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"""HTTP resolver route responses expand to approved transfer destinations."""
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from api.services.workflow.pipecat_engine_custom_tools import CustomToolManager
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mock_engine = Mock()
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mock_engine._workflow_run_id = 1
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mock_engine._call_context_vars = {}
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mock_engine._gathered_context = {"state": "TX"}
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mock_engine._fetch_recording_audio = None
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mock_engine._audio_config = SimpleNamespace(transport_out_sample_rate=8000)
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mock_engine._transport_output = SimpleNamespace(queue_frame=AsyncMock())
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mock_engine._get_organization_id = AsyncMock(return_value=1)
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mock_engine.task = SimpleNamespace(queue_frame=AsyncMock())
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mock_engine.set_mute_pipeline = Mock()
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mock_engine.end_call_with_reason = AsyncMock()
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manager = CustomToolManager(mock_engine)
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tool = MockToolModel(
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tool_uuid="transfer-tool-uuid",
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name="Transfer Call",
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description="Transfer the caller",
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category="transfer_call",
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definition={
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"schema_version": 1,
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"type": "transfer_call",
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"config": {
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"destination": "+15550000000",
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"timeout": 30,
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"resolver": {
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"type": "http",
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"url": "https://crm.example.com/resolve-transfer",
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"timeout_ms": 3000,
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"wait_message": "One moment while I find the right team.",
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"policy": "approved_routes_only",
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},
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"approved_routes": {
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"referral_tx": {
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"destination": "+14155550123",
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"message": "I will connect you with our Texas partner now.",
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"timeout_seconds": 45,
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}
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},
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},
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},
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)
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handler, _timeout_secs = manager._create_handler(tool, "transfer_call")
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workflow_run = SimpleNamespace(
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mode=WorkflowRunMode.TWILIO.value,
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gathered_context={"call_id": "caller-call-sid"},
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)
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provider = Mock()
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provider.supports_transfers.return_value = True
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provider.validate_config.return_value = True
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provider.transfer_call = AsyncMock(return_value={"call_sid": "dest-call-sid"})
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transfer_event = Mock()
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transfer_event.to_result_dict.return_value = {
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"status": "failed",
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"action": "transfer_failed",
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"reason": "test_complete",
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}
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transfer_manager = Mock()
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transfer_manager.store_transfer_context = AsyncMock()
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transfer_manager.wait_for_transfer_completion = AsyncMock(
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return_value=transfer_event
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)
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result_received = None
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async def mock_result_callback(result, properties=None):
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nonlocal result_received
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result_received = result
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mock_params = Mock()
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mock_params.arguments = {"state": "TX"}
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mock_params.result_callback = mock_result_callback
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mock_response = Mock()
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mock_response.status_code = 200
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mock_response.json.return_value = {
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"route": "referral_tx",
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"metadata": {"partner_name": "Texas Injury Partners"},
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}
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with (
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patch(
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"api.services.workflow.pipecat_engine_custom_tools.db_client.get_workflow_run_by_id",
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new=AsyncMock(return_value=workflow_run),
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),
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patch(
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"api.services.workflow.pipecat_engine_custom_tools.get_telephony_provider_for_run",
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new=AsyncMock(return_value=provider),
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),
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patch(
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"api.services.workflow.pipecat_engine_custom_tools.get_call_transfer_manager",
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new=AsyncMock(return_value=transfer_manager),
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),
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patch(
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"api.services.workflow.pipecat_engine_custom_tools.play_audio_loop",
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new=AsyncMock(return_value=None),
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),
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patch(
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"api.services.workflow.tools.transfer_resolver.validate_user_configured_service_url"
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),
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patch(
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"api.services.workflow.tools.transfer_resolver.httpx.AsyncClient"
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) as mock_client_class,
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):
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mock_client = AsyncMock()
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mock_client.post.return_value = mock_response
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mock_client_class.return_value.__aenter__.return_value = mock_client
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await handler(mock_params)
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provider.transfer_call.assert_awaited_once()
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transfer_kwargs = provider.transfer_call.await_args.kwargs
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assert transfer_kwargs["destination"] == "+14155550123"
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assert transfer_kwargs["timeout"] == 45
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assert result_received["status"] == "transfer_failed"
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spoken_texts = [
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call.args[0].text for call in mock_engine.task.queue_frame.await_args_list
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]
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assert "One moment while I find the right team." in spoken_texts
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assert "I will connect you with our Texas partner now." in spoken_texts
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@pytest.mark.asyncio
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async def test_transfer_call_propagates_provider_destination_error(self):
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"""Provider-specific destination failures are returned through the tool result."""
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