Files
accounted/extensions/general/mcp-server/__tests__/create-customer.test.ts
T
13b69a2056 fix(customers): personnummer via MCP lands in personal_number, masked everywhere; MCP payment terms follow settings (#1788)
* fix(customers): personnummer on the MCP path lands in personal_number, masked everywhere; MCP payment terms follow settings

Follow-up to #1724 (Discord kalletoxic): the fix reached the web form and
the v1 REST API, but not the MCP path, and the web customer list still
showed a personnummer raw when it sat in org_number.

Personnummer (MCP + every write path):
- gnubok_create_customer gets a personal_number input. Until now it had
  none, so an agent creating a private person either dropped the number
  or put it in org_number, which nothing masks. Encrypted at staging
  (personal_number_encrypted + personal_number_masked; personal_number is
  now a forbidden staging key in staging-pii-guard), the approval preview
  shows ********-1234, commitCreateCustomer stores the ciphertext as-is.
  Idempotency hashes the masked preview (new StageOptions.idempotencyParams)
  because the random-IV ciphertext would make identical retries look like
  payload changes.
- A personnummer-shaped org_number on customer_type=individual is the
  personnummer in the wrong field: it is moved into personal_number
  (encrypted) and org_number cleared, on CreateCustomerSchema (web POST,
  v1 POST, v1 bulk), both PATCH routes, MCP staging, and commitCreateCustomer
  for in-flight ops. Only a DIFFERENT personnummer next to personal_number
  is refused (new CUSTOMER_PERSONAL_NUMBER_CONFLICT). The business-type
  guard from #1724 is unchanged and now also fires at MCP staging, so the
  user never approves an operation that fails at commit.
- Read side: the web customer list and gnubok_list_customers mask a legacy
  individual row's org_number personnummer instead of showing it raw;
  list_customers exposes personal_number_masked and never the ciphertext.
- scripts/repair-customer-personal-number-in-org-number.ts moves the
  existing rows (dry run: 134 rows across 10 companies on prod); run by
  hand with --confirm after deploy.
- customer-onboarding skill: EF customers follow the #1724 decision
  (individual + personal_number); ROT/RUT section names the real field.

Payment terms (MCP):
- gnubok_create_customer staged `payment_terms || 30`, so
  resolveDefaultPaymentTerms at commit always saw 30 and the company's
  invoice_default_days never reached MCP customers. Resolved at staging
  now, so the preview shows the value the row will get.

tools/list payload ceiling 59.75K to 59.85K (descriptions trimmed first,
rationale in payload-size.bench.test.ts). apiskill regenerated; no
migrations.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CbLqn9bgZ9NJ5qnZMeC1Bk

* fix(scripts): literal update payloads in the personnummer repair script

The no-phantom-columns scanner counts a runtime-built update payload as
unresolvable and the ceiling (379) had no headroom; two literal payloads
keep the guard able to resolve both branches.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01CbLqn9bgZ9NJ5qnZMeC1Bk

---------

Co-authored-by: Jakob Wennberg <311770904+jakobwennberg-oss@users.noreply.github.com>
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 18:32:17 +02:00

368 lines
14 KiB
TypeScript

import { beforeEach, describe, expect, it, vi } from 'vitest'
import { createQueuedMockSupabase } from '@/tests/helpers'
import { eventBus } from '@/lib/events/bus'
import { hashRequest } from '@/lib/api/idempotency'
import { decryptPersonnummer } from '@/lib/salary/personnummer'
import { tools } from '../server'
const tool = () => tools.find((candidate) => candidate.name === 'gnubok_create_customer')!
describe('gnubok_create_customer: customer_number input', () => {
beforeEach(() => {
vi.clearAllMocks()
eventBus.clear()
})
it('exposes customer_number in the strict input schema', () => {
const properties = tool().inputSchema.properties as Record<string, Record<string, unknown>>
expect(tool().inputSchema.additionalProperties).toBe(false)
expect(properties.customer_number).toMatchObject({ type: 'string', maxLength: 32 })
})
it('stages the trimmed customer_number in params and preview', async () => {
const { supabase, enqueue, findCall } = createQueuedMockSupabase()
enqueue({ data: null }) // company_settings read (payment-terms default)
enqueue({ data: { id: 'op-create-customer-1' } })
const result = (await tool().execute(
{
name: 'Kund AB',
customer_type: 'swedish_business',
customer_number: ' K-1001 ',
email: 'faktura@example.test',
},
'company-1',
'user-1',
supabase as never,
)) as { staged: boolean; operation_id?: string; preview: Record<string, unknown> }
expect(result.staged).toBe(true)
expect(result.operation_id).toBe('op-create-customer-1')
expect(result.preview).toMatchObject({
customer_number: 'K-1001',
email: 'faktura@example.test',
})
const inserted = findCall('pending_operations', 'insert')?.[0] as {
params: Record<string, unknown>
}
expect(inserted.params).toMatchObject({ customer_number: 'K-1001' })
})
it('rejects a customer_number longer than 32 characters before staging', async () => {
const { supabase } = createQueuedMockSupabase()
await expect(
tool().execute(
{ name: 'Kund AB', customer_type: 'swedish_business', customer_number: 'X'.repeat(33) },
'company-1',
'user-1',
supabase as never,
),
).rejects.toThrow(/32/)
expect(supabase.from).not.toHaveBeenCalled()
})
it('rejects a non-string customer_number before staging', async () => {
const { supabase } = createQueuedMockSupabase()
await expect(
tool().execute(
{ name: 'Kund AB', customer_type: 'swedish_business', customer_number: 1001 },
'company-1',
'user-1',
supabase as never,
),
).rejects.toThrow(/string/i)
expect(supabase.from).not.toHaveBeenCalled()
})
it('stages customer_number as null when omitted', async () => {
const { supabase, enqueue, findCall } = createQueuedMockSupabase()
enqueue({ data: null }) // company_settings read (payment-terms default)
enqueue({ data: { id: 'op-create-customer-2' } })
const result = (await tool().execute(
{ name: 'Kund AB', customer_type: 'swedish_business' },
'company-1',
'user-1',
supabase as never,
)) as { staged: boolean; preview: Record<string, unknown> }
expect(result.staged).toBe(true)
expect(result.preview).toMatchObject({ customer_number: null })
const inserted = findCall('pending_operations', 'insert')?.[0] as {
params: Record<string, unknown>
}
expect(inserted.params).toMatchObject({ customer_number: null })
})
})
// ── personal_number (privatperson) ────────────────────────────────────
//
// Synthetic personnummer, never a real one. Ciphertext shape enforced by
// customers_personal_number_check (20260726110000).
const PERSONAL_NUMBER = '19900101-1234'
const MASKED = '********-1234'
const CIPHERTEXT_SHAPE = /^[0-9a-f]{76,255}$/
type StagedInsert = {
title: string
params: Record<string, unknown>
preview_data: Record<string, unknown>
}
describe('gnubok_create_customer: personal_number', () => {
beforeEach(() => {
vi.clearAllMocks()
eventBus.clear()
})
it('exposes personal_number in the strict input schema', () => {
const properties = tool().inputSchema.properties as Record<string, Record<string, unknown>>
expect(properties.personal_number).toMatchObject({ type: 'string' })
})
it('stages the personnummer encrypted and previews it masked, never in plaintext', async () => {
const { supabase, enqueue, findCall } = createQueuedMockSupabase()
enqueue({ data: null }) // company_settings read (payment-terms default)
enqueue({ data: { id: 'op-pn-1' } }) // pending_operations insert
const result = (await tool().execute(
{ name: 'Anna Andersson', customer_type: 'individual', personal_number: PERSONAL_NUMBER },
'company-1',
'user-1',
supabase as never,
)) as { staged: boolean; preview: Record<string, unknown> }
expect(result.staged).toBe(true)
expect(result.preview.personal_number_masked).toBe(MASKED)
expect(result.preview).not.toHaveProperty('personal_number')
expect(result.preview).not.toHaveProperty('personal_number_encrypted')
expect(JSON.stringify(result)).not.toContain(PERSONAL_NUMBER)
const inserted = findCall('pending_operations', 'insert')?.[0] as StagedInsert
expect(inserted.params.personal_number_encrypted).toMatch(CIPHERTEXT_SHAPE)
expect(decryptPersonnummer(inserted.params.personal_number_encrypted as string)).toBe(PERSONAL_NUMBER)
expect(inserted.params).not.toHaveProperty('personal_number')
expect(inserted.preview_data.personal_number_masked).toBe(MASKED)
// Nothing persisted carries the plaintext: not params, not preview, not title.
expect(JSON.stringify(inserted)).not.toContain(PERSONAL_NUMBER)
})
it('moves a personnummer-shaped org_number on an individual into personal_number', async () => {
// What every agent had to do before this tool had a personal_number input.
const { supabase, enqueue, findCall } = createQueuedMockSupabase()
enqueue({ data: null })
enqueue({ data: { id: 'op-pn-2' } })
const result = (await tool().execute(
{ name: 'Bertil Bengtsson', customer_type: 'individual', org_number: PERSONAL_NUMBER },
'company-1',
'user-1',
supabase as never,
)) as { staged: boolean; preview: Record<string, unknown> }
expect(result.preview.org_number).toBeNull()
expect(result.preview.personal_number_masked).toBe(MASKED)
const inserted = findCall('pending_operations', 'insert')?.[0] as StagedInsert
expect(inserted.params.org_number).toBeNull()
expect(decryptPersonnummer(inserted.params.personal_number_encrypted as string)).toBe(PERSONAL_NUMBER)
expect(JSON.stringify(inserted)).not.toContain(PERSONAL_NUMBER)
})
it('refuses a personnummer-shaped org_number on a business customer before staging', async () => {
const { supabase } = createQueuedMockSupabase()
await expect(
tool().execute(
{ name: 'Enskild Firma X', customer_type: 'swedish_business', org_number: PERSONAL_NUMBER },
'company-1',
'user-1',
supabase as never,
),
).rejects.toThrow(/personnummer/)
expect(supabase.from).not.toHaveBeenCalled()
})
it('refuses personal_number on a business customer', async () => {
const { supabase } = createQueuedMockSupabase()
await expect(
tool().execute(
{ name: 'Kund AB', customer_type: 'swedish_business', personal_number: PERSONAL_NUMBER },
'company-1',
'user-1',
supabase as never,
),
).rejects.toThrow(/individual/)
expect(supabase.from).not.toHaveBeenCalled()
})
it('refuses a malformed personal_number', async () => {
const { supabase } = createQueuedMockSupabase()
await expect(
tool().execute(
{ name: 'Anna Andersson', customer_type: 'individual', personal_number: 'not-a-personnummer' },
'company-1',
'user-1',
supabase as never,
),
).rejects.toThrow(/personnummer/)
expect(supabase.from).not.toHaveBeenCalled()
})
it('refuses an org_number that is a different personnummer than personal_number', async () => {
const { supabase } = createQueuedMockSupabase()
await expect(
tool().execute(
{
name: 'Anna Andersson',
customer_type: 'individual',
org_number: '19850505-5555',
personal_number: PERSONAL_NUMBER,
},
'company-1',
'user-1',
supabase as never,
),
).rejects.toThrow(/differs/)
expect(supabase.from).not.toHaveBeenCalled()
})
it('dry_run returns the masked preview without staging', async () => {
const { supabase, enqueue, findCall } = createQueuedMockSupabase()
enqueue({ data: null }) // company_settings read
const result = (await tool().execute(
{ name: 'Anna Andersson', customer_type: 'individual', personal_number: PERSONAL_NUMBER, dry_run: true },
'company-1',
'user-1',
supabase as never,
)) as { staged: boolean; dry_run?: boolean; preview: Record<string, unknown> }
expect(result.staged).toBe(false)
expect(result.dry_run).toBe(true)
expect(result.preview.personal_number_masked).toBe(MASKED)
expect(JSON.stringify(result)).not.toContain(PERSONAL_NUMBER)
expect(findCall('pending_operations', 'insert')).toBeUndefined()
})
it('replays an identical retry under the same idempotency_key despite the random-IV ciphertext', async () => {
const args = {
name: 'Anna Andersson',
customer_type: 'individual',
personal_number: PERSONAL_NUMBER,
idempotency_key: '0f2b6f5e-3f2a-4b9e-9c1d-6e9c2a1b7d55',
}
// First call: miss, stage, store.
const first = createQueuedMockSupabase()
first.enqueue({ data: null }) // company_settings read
first.enqueue({ data: null }) // idempotency_keys lookup: miss
first.enqueue({ data: { id: 'op-pn-idem' } }) // pending_operations insert
first.enqueue({ data: null }) // idempotency_keys store
const firstResult = (await tool().execute(args, 'company-1', 'user-1', first.supabase as never)) as {
operation_id?: string
preview: Record<string, unknown>
}
expect(firstResult.operation_id).toBe('op-pn-idem')
const stored = first.findCall('idempotency_keys', 'insert')?.[0] as {
request_hash: string
response_body: Record<string, unknown>
}
// The hash is over the masked preview, which is stable across calls;
// hashing params (random-IV ciphertext) would make every retry look like
// a different payload and fail with IDEMPOTENCY_KEY_REUSE.
expect(stored.request_hash).toBe(
hashRequest({ operationType: 'create_customer', params: firstResult.preview, companyId: 'company-1' }),
)
expect(JSON.stringify(stored)).not.toContain(PERSONAL_NUMBER)
// Second call: hit with the stored hash; nothing new is staged.
const second = createQueuedMockSupabase()
second.enqueue({ data: null }) // company_settings read
second.enqueue({
data: {
request_hash: stored.request_hash,
response_status: 'success',
response_body: stored.response_body,
expires_at: '2999-01-01T00:00:00Z',
},
})
const replay = (await tool().execute(args, 'company-1', 'user-1', second.supabase as never)) as {
idempotency_replay?: boolean
operation_id?: string
}
expect(replay.idempotency_replay).toBe(true)
expect(replay.operation_id).toBe('op-pn-idem')
expect(second.findCall('pending_operations', 'insert')).toBeUndefined()
})
})
// ── payment terms ─────────────────────────────────────────────────────
//
// #1708: staging hardcoded `|| 30`, so the company's invoice_default_days
// never reached customers created through MCP even after the web/v1 fix.
describe('gnubok_create_customer: payment terms', () => {
beforeEach(() => {
vi.clearAllMocks()
eventBus.clear()
})
it('defaults to the company setting when payment_terms is omitted', async () => {
const { supabase, enqueue, findCall } = createQueuedMockSupabase()
enqueue({ data: { invoice_default_days: 10 } }) // company_settings read
enqueue({ data: { id: 'op-pt-1' } })
const result = (await tool().execute(
{ name: 'Kund AB', customer_type: 'swedish_business' },
'company-1',
'user-1',
supabase as never,
)) as { preview: Record<string, unknown> }
expect(result.preview.payment_terms).toBe(10)
const inserted = findCall('pending_operations', 'insert')?.[0] as StagedInsert
expect(inserted.params.payment_terms).toBe(10)
})
it('falls back to 30 when the company has no default', async () => {
const { supabase, enqueue, findCall } = createQueuedMockSupabase()
enqueue({ data: null }) // company_settings read: no row
enqueue({ data: { id: 'op-pt-2' } })
const result = (await tool().execute(
{ name: 'Kund AB', customer_type: 'swedish_business' },
'company-1',
'user-1',
supabase as never,
)) as { preview: Record<string, unknown> }
expect(result.preview.payment_terms).toBe(30)
const inserted = findCall('pending_operations', 'insert')?.[0] as StagedInsert
expect(inserted.params.payment_terms).toBe(30)
})
it('keeps an explicit payment_terms without reading the company setting', async () => {
const { supabase, enqueue, findCall } = createQueuedMockSupabase()
enqueue({ data: { id: 'op-pt-3' } }) // only the insert: no settings read
const result = (await tool().execute(
{ name: 'Kund AB', customer_type: 'swedish_business', payment_terms: 14 },
'company-1',
'user-1',
supabase as never,
)) as { staged: boolean; preview: Record<string, unknown> }
expect(result.staged).toBe(true)
expect(result.preview.payment_terms).toBe(14)
const inserted = findCall('pending_operations', 'insert')?.[0] as StagedInsert
expect(inserted.params.payment_terms).toBe(14)
})
})