Files
accounted/lib/pending-operations/__tests__/actor-and-auto-commit.pg.test.ts
T
Mattsson bb855d2ddc Add/ai native supp (#385)
* feat(branding): implement dynamic branding in service worker and reports

* feat(auth): enhance API key scopes and add bookkeeping write scope

- Updated transaction write scope description to include additional tools.
- Enhanced reports read scope description to reflect new functionality.
- Introduced bookkeeping write scope with relevant description.
- Updated SCOPE_GROUPS to include bookkeeping domain.
- Modified TOOL_SCOPE_MAP to include new bookkeeping operations.
- Updated validateApiKey function to return api_key_id and api_key_name for better actor attribution.

feat(tests): add unit tests for MCP resource registry

- Created tests for data resources to ensure all required fields are present.
- Added tests for resource query parsing and retrieval.

feat(resources): implement MCP resources for company and accounting data

- Added capabilities resource to expose API key capabilities based on granted scopes.
- Implemented chart of accounts resource to retrieve active BAS chart.
- Created company current resource to fetch active company details.
- Developed active fiscal period resource to check posting eligibility.
- Implemented recent activity resource to fetch latest journal entries, invoices, and transactions.
- Added VAT treatments resource to provide available VAT rates per customer type.

feat(pending-operations): introduce risk tiers for operations

- Added risk level classification for pending operations to determine auto-commit eligibility.
- Implemented functions to classify operation risk levels and identify high-risk operations.

feat(migrations): add actor model and risk tier to pending operations

- Updated pending_operations table to include actor type and risk level columns.
- Enhanced audit_log to mirror actor information for compliance.
- Modified validate_and_increment_api_key function to return actor details.
- Expanded operation types in pending_operations to include new high-risk operations.

* feat: add auto-commit functionality for low-risk pending operations

- Implemented shouldAutoCommit function to determine eligibility for auto-commit based on operation type, actor type, and company settings.
- Created commitPendingOperation function to handle execution of pending operations with consistent status updates.
- Added tests for shouldAutoCommit to cover various scenarios including high-risk operations, user actors, company opt-in status, and monetary thresholds.
- Introduced new columns in company_settings for agent_auto_commit_enabled and agent_auto_commit_max_amount to allow companies to opt-in for auto-commit functionality.
- Added SQL migration to update the database schema for new auto-commit settings.

* feat(idempotency): implement idempotency key handling for safe retries and cleanup

* feat: expand API key scopes and pending operations for bookkeeping

- Added 'suppliers:write' scope to API key scopes for supplier invoice management.
- Updated SCOPE_GROUPS to include the new 'suppliers:write' scope.
- Introduced new pending operation types for bookkeeping: close_period, lock_period, run_year_end, set_opening_balances, run_currency_revaluation, explain_voucher_gap, uncategorize_transaction, approve_supplier_invoice, credit_supplier_invoice, and convert_invoice.
- Implemented corresponding commit functions for the new operations in the pending operations module.
- Enhanced PendingOperation type to include actor model and risk level attributes.
- Added tests for new functionality, ensuring proper behavior and constraints in the database.

* feat: implement unlockPeriod functionality and related tests

* feat: add agent auto-commit settings and related functionality

* feat: add attention resource with comprehensive summary of outstanding tasks

* feat: enhance pending operations with 'committing' status and immutability checks, improve idempotency handling, and add original voucher reference for credit notes
2026-05-04 11:12:29 +02:00

379 lines
14 KiB
TypeScript

/**
* pg-real smoke tests for the four migrations introduced by the
* AI-native streams (actor model, auto-commit, expanded op types, idempotency).
*
* These don't replicate the unit-test coverage — they prove the schema and
* constraints behave as the application code assumes when running against a
* real Postgres with the migrations applied.
*/
import { describe, expect, it } from 'vitest'
import { getPool } from '@/tests/pg/setup'
import { seedCompany } from '@/tests/pg/fixtures'
describe('pending_operations: actor model + risk + auto-commit columns', () => {
it('accepts the expanded actor_type and risk_level enums', async () => {
const { userId, companyId } = await seedCompany()
const pool = getPool()
const result = await pool.query<{
id: string
actor_type: string
risk_level: string
auto_commit_eligible: boolean
}>(
`INSERT INTO public.pending_operations (
user_id, company_id, operation_type, title, params, preview_data,
actor_type, actor_id, actor_label, risk_level, auto_commit_eligible
) VALUES ($1, $2, 'create_customer', 'pg-real test', '{}', '{}',
'api_key', NULL, 'Claude Desktop', 'low', true)
RETURNING id, actor_type, risk_level, auto_commit_eligible`,
[userId, companyId],
)
expect(result.rows[0]).toMatchObject({
actor_type: 'api_key',
risk_level: 'low',
auto_commit_eligible: true,
})
})
it('rejects invalid actor_type via CHECK constraint', async () => {
const { userId, companyId } = await seedCompany()
await expect(
getPool().query(
`INSERT INTO public.pending_operations (
user_id, company_id, operation_type, title, params, preview_data, actor_type, risk_level
) VALUES ($1, $2, 'create_customer', 'x', '{}', '{}', 'martian', 'low')`,
[userId, companyId],
),
).rejects.toThrow(/check constraint|actor_type/i)
})
it('rejects invalid risk_level via CHECK constraint', async () => {
const { userId, companyId } = await seedCompany()
await expect(
getPool().query(
`INSERT INTO public.pending_operations (
user_id, company_id, operation_type, title, params, preview_data, actor_type, risk_level
) VALUES ($1, $2, 'create_customer', 'x', '{}', '{}', 'user', 'critical')`,
[userId, companyId],
),
).rejects.toThrow(/check constraint|risk_level/i)
})
it('blocks auto_committed_at when status is still pending', async () => {
const { userId, companyId } = await seedCompany()
await expect(
getPool().query(
`INSERT INTO public.pending_operations (
user_id, company_id, operation_type, title, params, preview_data,
actor_type, risk_level, auto_committed_at
) VALUES ($1, $2, 'create_customer', 'x', '{}', '{}',
'api_key', 'low', now())`,
[userId, companyId],
),
).rejects.toThrow(/pending_ops_auto_commit_status|check constraint/i)
})
it('accepts the expanded operation_type enum (close_period, run_year_end, …)', async () => {
const { userId, companyId } = await seedCompany()
const expandedTypes = [
'close_period', 'lock_period', 'unlock_period', 'run_year_end', 'set_opening_balances',
'run_currency_revaluation', 'explain_voucher_gap', 'uncategorize_transaction',
'approve_supplier_invoice', 'credit_supplier_invoice',
'credit_invoice', 'convert_invoice', 'import_sie',
]
for (const op of expandedTypes) {
const result = await getPool().query<{ id: string }>(
`INSERT INTO public.pending_operations (
user_id, company_id, operation_type, title, params, preview_data
) VALUES ($1, $2, $3, 'pg-real test', '{}', '{}')
RETURNING id`,
[userId, companyId, op],
)
expect(result.rows[0]?.id).toBeTruthy()
}
})
})
describe('audit_log: actor_type + actor_label columns', () => {
it('accepts INSERT with actor_type and actor_label', async () => {
const { userId } = await seedCompany()
const result = await getPool().query<{ id: string }>(
`INSERT INTO public.audit_log (
user_id, action, table_name, actor_type, actor_label, description
) VALUES ($1, 'INSERT', 'pending_operations', 'api_key', 'Claude Desktop', 'pg-real test')
RETURNING id`,
[userId],
)
expect(result.rows[0]?.id).toBeTruthy()
})
})
describe('company_settings: auto_commit columns', () => {
it('exposes agent_auto_commit_enabled (default false) and agent_auto_commit_max_amount (NULL)', async () => {
const { companyId } = await seedCompany()
const settings = await getPool().query<{
enabled: boolean
max_amount: string | null
}>(
`SELECT agent_auto_commit_enabled AS enabled,
agent_auto_commit_max_amount AS max_amount
FROM public.company_settings
WHERE company_id = $1`,
[companyId],
)
// company_settings may or may not have a default row; if it doesn't, the
// columns still exist on the table and we can inspect the catalog.
if (settings.rows.length === 0) {
const catalog = await getPool().query<{ name: string }>(
`SELECT column_name AS name FROM information_schema.columns
WHERE table_schema = 'public' AND table_name = 'company_settings'
AND column_name IN ('agent_auto_commit_enabled', 'agent_auto_commit_max_amount')`,
)
expect(catalog.rowCount).toBe(2)
return
}
expect(settings.rows[0]?.enabled).toBe(false)
expect(settings.rows[0]?.max_amount).toBeNull()
})
})
describe('idempotency_keys table', () => {
it('enforces unique (user_id, key) and 24h default expiry', async () => {
const { userId, companyId } = await seedCompany()
await getPool().query(
`INSERT INTO public.idempotency_keys
(user_id, company_id, key, request_hash, scope, response_status, response_body)
VALUES ($1, $2, 'dup-key', 'hash-1', 'mcp_tool', 'success', '{}')`,
[userId, companyId],
)
await expect(
getPool().query(
`INSERT INTO public.idempotency_keys
(user_id, company_id, key, request_hash, scope, response_status, response_body)
VALUES ($1, $2, 'dup-key', 'hash-2', 'mcp_tool', 'success', '{}')`,
[userId, companyId],
),
).rejects.toThrow(/duplicate key|unique/i)
const expiry = await getPool().query<{ expires_at: string; created_at: string }>(
`SELECT expires_at, created_at FROM public.idempotency_keys
WHERE user_id = $1 AND key = 'dup-key'`,
[userId],
)
const created = new Date(expiry.rows[0]!.created_at).getTime()
const expires = new Date(expiry.rows[0]!.expires_at).getTime()
const hoursDelta = (expires - created) / 3_600_000
// Expect the default ~24h gap (allow ±1 minute for clock skew).
expect(hoursDelta).toBeGreaterThan(23.95)
expect(hoursDelta).toBeLessThan(24.05)
})
it('rejects invalid response_status', async () => {
const { userId, companyId } = await seedCompany()
await expect(
getPool().query(
`INSERT INTO public.idempotency_keys
(user_id, company_id, key, request_hash, scope, response_status, response_body)
VALUES ($1, $2, 'bad-status', 'hash-x', 'mcp_tool', 'maybe', '{}')`,
[userId, companyId],
),
).rejects.toThrow(/check constraint|response_status/i)
})
it('rejects NULL company_id (multi-tenant scoping)', async () => {
const { userId } = await seedCompany()
await expect(
getPool().query(
`INSERT INTO public.idempotency_keys
(user_id, company_id, key, request_hash, scope, response_status, response_body)
VALUES ($1, NULL, 'k1', 'h1', 'mcp_tool', 'success', '{}')`,
[userId],
),
).rejects.toThrow(/null value|not.null/i)
})
it('allows the same key across two companies (scoped uniqueness)', async () => {
const { userId, companyId: company1 } = await seedCompany()
const { companyId: company2 } = await seedCompany()
const sameKey = 'shared-key-abc'
await getPool().query(
`INSERT INTO public.idempotency_keys
(user_id, company_id, key, request_hash, scope, response_status, response_body)
VALUES ($1, $2, $3, 'h1', 'mcp_tool', 'success', '{}')`,
[userId, company1, sameKey],
)
// Same user + same key but different company must NOT collide.
await expect(
getPool().query(
`INSERT INTO public.idempotency_keys
(user_id, company_id, key, request_hash, scope, response_status, response_body)
VALUES ($1, $2, $3, 'h2', 'mcp_tool', 'success', '{}')`,
[userId, company2, sameKey],
),
).resolves.toBeTruthy()
})
})
describe('pending_operations: CAS + post-commit immutability', () => {
it('accepts the new committing transient status', async () => {
const { userId, companyId } = await seedCompany()
const result = await getPool().query<{ id: string; status: string }>(
`INSERT INTO public.pending_operations
(user_id, company_id, operation_type, status, title, params, preview_data)
VALUES ($1, $2, 'create_customer', 'committing', 'pg-real', '{}', '{}')
RETURNING id, status`,
[userId, companyId],
)
expect(result.rows[0]?.status).toBe('committing')
})
it('CAS pattern (UPDATE … WHERE status=pending) only claims unclaimed rows', async () => {
const { userId, companyId } = await seedCompany()
const ins = await getPool().query<{ id: string }>(
`INSERT INTO public.pending_operations
(user_id, company_id, operation_type, status, title, params, preview_data)
VALUES ($1, $2, 'create_customer', 'pending', 'cas-test', '{}', '{}')
RETURNING id`,
[userId, companyId],
)
const id = ins.rows[0]!.id
// First claim succeeds.
const first = await getPool().query(
`UPDATE public.pending_operations SET status = 'committing'
WHERE id = $1 AND status = 'pending' RETURNING id`,
[id],
)
expect(first.rowCount).toBe(1)
// Second concurrent claim sees status='committing' and returns 0 rows.
const second = await getPool().query(
`UPDATE public.pending_operations SET status = 'committing'
WHERE id = $1 AND status = 'pending' RETURNING id`,
[id],
)
expect(second.rowCount).toBe(0)
})
it('blocks UPDATE on rows in terminal status (committed)', async () => {
const { userId, companyId } = await seedCompany()
const ins = await getPool().query<{ id: string }>(
`INSERT INTO public.pending_operations
(user_id, company_id, operation_type, status, title, params, preview_data, resolved_at)
VALUES ($1, $2, 'create_customer', 'committed', 'imm-test', '{}', '{}', now())
RETURNING id`,
[userId, companyId],
)
const id = ins.rows[0]!.id
await expect(
getPool().query(
`UPDATE public.pending_operations SET title = 'tampered' WHERE id = $1`,
[id],
),
).rejects.toThrow(/terminal state|BFL 7/i)
})
it('blocks UPDATE on rows in terminal status (rejected)', async () => {
const { userId, companyId } = await seedCompany()
const ins = await getPool().query<{ id: string }>(
`INSERT INTO public.pending_operations
(user_id, company_id, operation_type, status, title, params, preview_data, resolved_at)
VALUES ($1, $2, 'create_customer', 'rejected', 'imm-test', '{}', '{}', now())
RETURNING id`,
[userId, companyId],
)
const id = ins.rows[0]!.id
await expect(
getPool().query(
`UPDATE public.pending_operations SET params = '{"x":1}' WHERE id = $1`,
[id],
),
).rejects.toThrow(/terminal state|BFL 7/i)
})
it('blocks DELETE on rows in terminal status', async () => {
const { userId, companyId } = await seedCompany()
const ins = await getPool().query<{ id: string }>(
`INSERT INTO public.pending_operations
(user_id, company_id, operation_type, status, title, params, preview_data, resolved_at)
VALUES ($1, $2, 'create_customer', 'committed', 'del-test', '{}', '{}', now())
RETURNING id`,
[userId, companyId],
)
const id = ins.rows[0]!.id
await expect(
getPool().query(`DELETE FROM public.pending_operations WHERE id = $1`, [id]),
).rejects.toThrow(/terminal state|BFL 7/i)
})
it('blocks UPDATE of params on non-terminal rows (BFL 7 underlag-immutability)', async () => {
const { userId, companyId } = await seedCompany()
const ins = await getPool().query<{ id: string }>(
`INSERT INTO public.pending_operations
(user_id, company_id, operation_type, status, title, params, preview_data)
VALUES ($1, $2, 'create_customer', 'pending', 'frozen-test', '{"name":"original"}', '{}')
RETURNING id`,
[userId, companyId],
)
const id = ins.rows[0]!.id
await expect(
getPool().query(
`UPDATE public.pending_operations SET params = '{"name":"tampered"}' WHERE id = $1`,
[id],
),
).rejects.toThrow(/frozen|underlag/i)
})
it('blocks UPDATE of operation_type on non-terminal rows', async () => {
const { userId, companyId } = await seedCompany()
const ins = await getPool().query<{ id: string }>(
`INSERT INTO public.pending_operations
(user_id, company_id, operation_type, status, title, params, preview_data)
VALUES ($1, $2, 'create_customer', 'pending', 'op-type-frozen', '{}', '{}')
RETURNING id`,
[userId, companyId],
)
const id = ins.rows[0]!.id
await expect(
getPool().query(
`UPDATE public.pending_operations SET operation_type = 'send_invoice' WHERE id = $1`,
[id],
),
).rejects.toThrow(/frozen/i)
})
it('allows committing → committed transition', async () => {
const { userId, companyId } = await seedCompany()
const ins = await getPool().query<{ id: string }>(
`INSERT INTO public.pending_operations
(user_id, company_id, operation_type, status, title, params, preview_data)
VALUES ($1, $2, 'create_customer', 'committing', 'transition-test', '{}', '{}')
RETURNING id`,
[userId, companyId],
)
const id = ins.rows[0]!.id
const upd = await getPool().query(
`UPDATE public.pending_operations
SET status = 'committed', resolved_at = now(), result_data = '{"ok":true}'
WHERE id = $1 RETURNING id`,
[id],
)
expect(upd.rowCount).toBe(1)
})
})