Files
accounted/extensions/general/mcp-server/__tests__/sync-bank.test.ts
T
MattssonandClaude Fable 5.1 b68c082ef5 feat(bank-sync): close the F2 report: gap backfill, consent and paused chip states, agent-triggered sync (#2165)
* fix(bank-sync): cron backfills the gap since the last successful sync

The daily incremental sync always asked the bank for the last 7 days. Any
pause longer than that (a lapsed subscription paid again, a consent renewed
after expiry, an outage) silently lost the days in between: the connection
came back, looked healthy, and the missing transactions never arrived.

The lookback now widens to cover the gap since last_synced_at plus one day
of overlap, capped at the 90-day PSD2 limit, and a gap of a month or more
asks for strategy=longest like the manual sync route does. Dedup via
external_id makes the overlap harmless. First syncs keep their 90-day path.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QdcDV7CngLkWUvfKSsxFhS

* feat(bank-sync): chip warns seven days before a bank consent expires

The transactions-page chip only reacted once a connection was already dead
(expired/error) or had gone stale. A consent that is about to end looked
healthy until the morning it stopped syncing. New "expiring" state when a
live connection's consent_expires is within seven days, the same threshold
as the consent-expiry email in the sync cron. Precedence: attention,
expiring, stale, healthy.

getChipState moves to lib/transactions/bank-sync-chip-state.ts so the
precedence is unit-tested; the component keeps the rendering only.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QdcDV7CngLkWUvfKSsxFhS

* feat(bank-sync): chip says paused when the subscription lapsed

The daily cron filters connections by the bank_sync capability, so a
company whose trial or subscription ended keeps status=active rows with a
frozen last_synced_at. The chip read that as "stale, check the connection",
which sends the user to re-authorise a connection that is perfectly alive.
56 of 191 active connections on prod were in this state on 2026-09-01.

New "paused" state, ranked above everything else, when the company lacks
bank_sync: hosted points at billing, self-host at the connector key, the
same split BankSyncNowButton already makes. getChipState takes an options
object so the clock stays out of render (react-hooks/purity).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QdcDV7CngLkWUvfKSsxFhS

* feat(api): agent-triggerable bank sync in v1 and MCP

Closes the first wish in the F2 report: an integration could read bank
data but never refresh it. New POST /api/v1/companies/{id}/bank-connections/
{connectionId}/sync and MCP gnubok_sync_bank, both on a shared runner
(extensions/general/enable-banking/lib/trigger-sync.ts).

Cost is bounded structurally, not by policy: the window is never
caller-controlled (the cron's gap-aware 7 to 90 day lookback), a connection
synced within 15 minutes answers BANK_SYNC_COOLDOWN with next_allowed_at
(429 + Retry-After on v1; synced=false in-band on MCP so the agent reads on
instead of retrying), and a failing connection is throttled per process by
attempt time. A dead session is flipped to expired with a remediation that
hands the user the connect link: no API call revives a consent.

Gated on bank_sync like gnubok_connect_bank; scope transactions:write.
Registry, scope map, load-routes, spec snapshot and the generated
accounted-api skill updated; five BANK_SYNC_* / BANK_SESSION_EXPIRED codes
added to the structured-error registry. The web Synka-nu route is left as
is (see DECISIONS.md).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QdcDV7CngLkWUvfKSsxFhS

* test(bank-sync): use the options object in the remaining chip-state calls

Four multi-line calls still passed the clock positionally after
getChipState moved to an options object; tsc flagged them (vitest did not,
the extra argument was ignored at runtime).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QdcDV7CngLkWUvfKSsxFhS

* fix(api): address skeptic findings on the agent-triggered bank sync

Three refutations from the pre-publish skeptic pass:

1. Core imported the extension. The v1 sync route pulled the runner
   straight from @/extensions, which the core-build gate rejects and which
   left a live bank endpoint on zero-extension builds. The route now
   resolves it through the registry's services channel against a contract
   in lib/bank-sync/trigger-sync-contract.ts (same pattern as the
   Skatteverket read service) and answers EXTENSION_DISABLED when the
   extension is absent.

2. The idempotency cache stored the handler-level 429. A same-key retry
   after Retry-After, which is the documented retry, replayed the stale
   cooldown as a 400 for the cache's 24-hour TTL. withApiV1 no longer
   caches 429 responses; regression test added. The endpoint's pitfall no
   longer claims Idempotency-Key is mandatory (it was never enforced).

3. Two cron tests read the clock twice and failed whenever a millisecond
   passed between the reads. They now pin the clock with fake timers.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01QdcDV7CngLkWUvfKSsxFhS

* fix(bank-sync): durable cooldown lease and review wording

Resolves the PR #2165 review findings in one pass.

Superagent P1: the attempt throttle was a process-local Map, so two agent
calls on different serverless instances (or a retry after a cold start on
a failing connection) could each bill an Enable Banking call, contradicting
the one-sync-per-15-minutes promise. New bank_connections.sync_lease_until
(migration 20260902150000), claimed with one conditional UPDATE before the
bank is called; Postgres row locking makes exactly one claimer win, the
rest answer BANK_SYNC_COOLDOWN. The lease stays for the full window on
success and failure. Tests cover the claim order, a failed attempt seen
from a second instance, a lost race, and an expired lease.

CodeRabbit: the =1 plural branch now reads "in 1 day" / "om 1 dag"
(daysUntilConsentExpiry rounds a partial day up, so "tomorrow" could be
today); the cooldown pitfall on the v1 endpoint, the MCP description and
the in-band cooldown instruction now say a cooldown can follow a failed
attempt and tell the agent to compare last_synced_at before deciding.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125TMQQBjBBZG9YxP7wQWub

* fix(bank-sync): lease claim as a literal filter for the schema guard

CI's no-phantom-columns guard counts runtime-built query expressions and
its ceiling is exact; the templated `.or('sync_lease_until.is.null,...')`
claim added one. The column now defaults to epoch (NOT NULL), so "never
claimed" is just "expired long ago" and the atomic claim is a single
literal `.lte('sync_lease_until', now)` the guard can check. Migration is
unshipped (same PR), so it is edited in place.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125TMQQBjBBZG9YxP7wQWub

* fix(bank-sync): runner verifies company membership before the lease

Superagent (round 3): the MCP path reached the shared runner without a
membership check of its own. Both callers do enforce it upstream
(withApiV1's company resolution and resolveMcpCompanyContext in the MCP
dispatcher), but the runner writes transactions and bills a bank call, so
it now checks company_members itself, before the cooldown and the lease
claim, and answers NOT_FOUND for a non-member. The viewer check that was
buried inside the sync block moves up with it.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0125TMQQBjBBZG9YxP7wQWub

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-02 17:17:41 +02:00

154 lines
5.3 KiB
TypeScript

import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest'
// Agent-triggered PSD2 sync: the MCP twin of
// POST /api/v1/companies/{id}/bank-connections/{connectionId}/sync.
// The runner itself is covered in extensions/general/enable-banking; this
// file pins the tool's contract: scope, capability gate, the in-band
// cooldown answer, and that real failures flow through the coded envelope.
const mocks = vi.hoisted(() => ({
triggerConnectionSync: vi.fn(),
}))
vi.mock('@/extensions/general/enable-banking/lib/trigger-sync', async () => {
const actual = await vi.importActual<
typeof import('@/extensions/general/enable-banking/lib/trigger-sync')
>('@/extensions/general/enable-banking/lib/trigger-sync')
return {
...actual,
triggerConnectionSync: (...args: unknown[]) => mocks.triggerConnectionSync(...args),
}
})
import { TOOL_SCOPE_MAP } from '@/lib/auth/api-keys'
import { eventBus } from '@/lib/events/bus'
import { MCP_TOOL_CAPABILITY_MAP } from '@/lib/entitlements/keys'
import { tools } from '../server'
const COMPANY_ID = '11111111-1111-4111-8111-111111111111'
const CONNECTION_ID = '22222222-2222-4222-8222-222222222222'
const tool = tools.find((t) => t.name === 'gnubok_sync_bank')!
describe('gnubok_sync_bank', () => {
beforeEach(() => {
vi.clearAllMocks()
eventBus.clear()
})
afterEach(() => {
vi.unstubAllEnvs()
})
it('is a transactions:write tool gated on bank_sync and flagged open-world', () => {
expect(TOOL_SCOPE_MAP.gnubok_sync_bank).toBe('transactions:write')
expect(MCP_TOOL_CAPABILITY_MAP.gnubok_sync_bank).toBe('bank_sync')
expect(tool.annotations.readOnlyHint).toBe(false)
expect(tool.annotations.openWorldHint).toBe(true)
expect(tool.inputSchema).toMatchObject({ additionalProperties: false, required: ['connection_id'] })
})
it('runs the shared sync runner for the company and reports the outcome', async () => {
mocks.triggerConnectionSync.mockResolvedValue({
ok: true,
connection_id: CONNECTION_ID,
bank: 'Swedbank',
imported: 3,
duplicates: 12,
from_date: '2026-08-26',
to_date: '2026-09-02',
last_synced_at: '2026-09-02T09:14:03.000Z',
})
const supabase = {} as never
const result = (await tool.execute(
{ connection_id: CONNECTION_ID },
COMPANY_ID,
'user-1',
supabase,
)) as Record<string, unknown>
expect(mocks.triggerConnectionSync).toHaveBeenCalledWith(
supabase,
expect.objectContaining({ companyId: COMPANY_ID, userId: 'user-1', connectionId: CONNECTION_ID }),
)
expect(result).toMatchObject({
synced: true,
connection_id: CONNECTION_ID,
bank: 'Swedbank',
imported: 3,
duplicates: 12,
last_synced_at: '2026-09-02T09:14:03.000Z',
next_allowed_at: null,
})
expect(result.instructions).toContain('3 new transaction')
})
it('tells the agent nothing was missing when the bank had no news', async () => {
mocks.triggerConnectionSync.mockResolvedValue({
ok: true,
connection_id: CONNECTION_ID,
bank: 'SEB',
imported: 0,
duplicates: 4,
from_date: '2026-08-26',
to_date: '2026-09-02',
last_synced_at: '2026-09-02T09:14:03.000Z',
})
const result = (await tool.execute(
{ connection_id: CONNECTION_ID },
COMPANY_ID,
'user-1',
{} as never,
)) as Record<string, unknown>
expect(result.synced).toBe(true)
expect(result.instructions).toContain('nothing new')
})
it('answers a cooldown in-band with next_allowed_at instead of throwing', async () => {
mocks.triggerConnectionSync.mockResolvedValue({
ok: false,
code: 'BANK_SYNC_COOLDOWN',
connection_id: CONNECTION_ID,
next_allowed_at: '2026-09-02T09:29:03.000Z',
retry_after_seconds: 600,
})
const result = (await tool.execute(
{ connection_id: CONNECTION_ID },
COMPANY_ID,
'user-1',
{} as never,
)) as Record<string, unknown>
expect(result).toMatchObject({
synced: false,
connection_id: CONNECTION_ID,
next_allowed_at: '2026-09-02T09:29:03.000Z',
})
expect(result.instructions).toContain('next_allowed_at')
// A cooldown can follow a FAILED attempt too (durable lease): the agent
// must be told to check freshness rather than assume it.
expect(result.instructions).toContain('last_synced_at')
})
it.each([
'NOT_FOUND',
'BANK_SYNC_NOT_ACTIVE',
'BANK_SYNC_NO_ACCOUNTS',
'BANK_SESSION_EXPIRED',
'BANK_SYNC_FAILED',
] as const)('throws a coded error for %s so the dispatch envelope carries the remediation', async (code) => {
mocks.triggerConnectionSync.mockResolvedValue({ ok: false, code, connection_id: CONNECTION_ID })
await expect(
tool.execute({ connection_id: CONNECTION_ID }, COMPANY_ID, 'user-1', {} as never),
).rejects.toMatchObject({ code })
})
it('passes a blank connection_id through as an empty string (runner answers NOT_FOUND)', async () => {
mocks.triggerConnectionSync.mockResolvedValue({ ok: false, code: 'NOT_FOUND', connection_id: '' })
await expect(tool.execute({}, COMPANY_ID, 'user-1', {} as never)).rejects.toMatchObject({
code: 'NOT_FOUND',
})
expect(mocks.triggerConnectionSync).toHaveBeenCalledWith(
expect.anything(),
expect.objectContaining({ connectionId: '' }),
)
})
})