Files
accounted/extensions/general/mcp-server/__tests__/update-customer.test.ts
T
MattssonandClaude Fable 5 77cacdcf34 feat(mcp): personal_number on gnubok_update_customer (#1876) (#1890)
gnubok_create_customer takes a personnummer (encrypted before approval)
but gnubok_update_customer did not, so an existing customer whose
personnummer sat in the org-number field could not be corrected via MCP.
The REST PATCH already supports it; this closes the MCP/pending-operations
gap across its three layers:

- tool inputSchema: personal_number (string or null) on the strict
  whitelist. The tool validates the plaintext before any DB read and
  mirrors the REST PATCH semantics: masked echo (********-1234 or
  ********-????) = leave unchanged, explicit null = clear, absent =
  untouched. Setting is refused unless the row ends up as an individual
  (GDPR art. 5.1 c), including via a simultaneous type change.
- CustomerChangesSchema: personal_number_encrypted (nullable, ciphertext
  shape per customers_personal_number_check 20260726110000). The
  plaintext key stays forbidden by .strict() and staging-pii-guard.
- update executor: maps the staged ciphertext onto customers
  .personal_number (set/clear/leave), re-checks the individual-only rule
  against a tampered row, and returns only personal_number_masked.

PII handling: the personnummer is encrypted at staging time
(AES-256-GCM, same path as create); pending_operations params carry only
the ciphertext and the approval preview only the masked form. Idempotency
hashing switches to the masked preview for personnummer-bearing updates
(random-IV ciphertext would break retries); other updates keep their
previous hash identity.

catalogVisibility stays 'search': tools/list is at its 59.95K token
ceiling with zero headroom (see DECISIONS.md).

Fixes #1876

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-25 14:35:02 +02:00

421 lines
15 KiB
TypeScript

import { beforeEach, describe, expect, it, vi } from 'vitest'
import { createQueuedMockSupabase } from '@/tests/helpers'
import { TOOL_SCOPE_MAP } from '@/lib/auth/api-keys'
import { OPERATION_RISK_TIERS } from '@/lib/pending-operations/risk-tiers'
import { hashRequest } from '@/lib/api/idempotency'
import { decryptPersonnummer, encryptPersonnummer } from '@/lib/salary/personnummer'
import { tools } from '../server'
const CUSTOMER_ID = '11111111-1111-4111-8111-111111111111'
const tool = () => tools.find((candidate) => candidate.name === 'gnubok_update_customer')!
function currentCustomer(overrides: Record<string, unknown> = {}) {
return {
id: CUSTOMER_ID,
name: 'Test Customer AB',
customer_type: 'swedish_business',
customer_number: '1001',
email: 'billing@example.test',
phone: '',
address_line1: 'Testgatan 1',
address_line2: null,
postal_code: '12345',
city: 'Teststad',
country: 'Sweden',
org_number: '556000-0000',
vat_number: null,
vat_number_validated: false,
language: 'sv',
default_payment_terms: 30,
notes: null,
...overrides,
}
}
describe('gnubok_update_customer: registration', () => {
it('is a strict, staged customers:write tool at low risk', () => {
expect(tool()).toBeDefined()
expect(tool().inputSchema.additionalProperties).toBe(false)
expect(tool().annotations.readOnlyHint).toBe(false)
expect(tool().annotations.idempotentHint).toBe(true)
expect(tool().catalogVisibility).toBe('search')
expect(TOOL_SCOPE_MAP.gnubok_update_customer).toBe('customers:write')
expect(OPERATION_RISK_TIERS.update_customer).toBe('low')
})
it('exposes personal_number in the strict input schema, nullable for clearing', () => {
const properties = tool().inputSchema.properties as Record<string, Record<string, unknown>>
expect(properties.personal_number).toMatchObject({ type: ['string', 'null'] })
})
it('keeps the wide write schema discoverable through tool search', async () => {
const search = tools.find((candidate) => candidate.name === 'gnubok_search_tools')!
const result = (await search.execute(
{
query: 'update customer',
detail: 'full',
__keyScopes: ['customers:write'],
},
'company-1',
'user-1',
{} as never,
)) as { tools: Array<{ name: string; inputSchema?: Record<string, unknown> }> }
expect(result.tools).toEqual([
expect.objectContaining({
name: 'gnubok_update_customer',
inputSchema: expect.any(Object),
}),
])
})
})
describe('gnubok_update_customer: validation and staging', () => {
beforeEach(() => {
vi.clearAllMocks()
})
it('requires at least one changed field', async () => {
const { supabase } = createQueuedMockSupabase()
await expect(
tool().execute(
{ customer_id: CUSTOMER_ID, dry_run: true },
'company-1',
'user-1',
supabase as never,
),
).rejects.toThrow(/at least one/i)
expect(supabase.from).not.toHaveBeenCalled()
})
it('rejects malformed email before querying the database', async () => {
const { supabase } = createQueuedMockSupabase()
await expect(
tool().execute(
{ customer_id: CUSTOMER_ID, email: 'not-an-email', dry_run: true },
'company-1',
'user-1',
supabase as never,
),
).rejects.toThrow(/email/i)
expect(supabase.from).not.toHaveBeenCalled()
})
it('fails when the customer is outside the selected company', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: null })
await expect(
tool().execute(
{ customer_id: CUSTOMER_ID, city: 'New City', dry_run: true },
'company-1',
'user-1',
supabase as never,
),
).rejects.toThrow(/not found/i)
})
it('returns a merged dry-run preview without staging', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: currentCustomer() })
const result = (await tool().execute(
{
customer_id: CUSTOMER_ID,
city: 'New City',
default_payment_terms: 14,
dry_run: true,
},
'company-1',
'user-1',
supabase as never,
)) as {
staged: boolean
dry_run?: boolean
preview: { proposed?: Record<string, unknown> }
}
expect(result.staged).toBe(false)
expect(result.dry_run).toBe(true)
expect(result.preview.proposed).toMatchObject({
customer_id: CUSTOMER_ID,
name: 'Test Customer AB',
city: 'New City',
default_payment_terms: 14,
})
expect(supabase.from).toHaveBeenCalledTimes(1)
})
it('stages the partial update for approval', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: currentCustomer() })
enqueue({ data: { id: 'op-customer-1' } })
const result = (await tool().execute(
{ customer_id: CUSTOMER_ID, phone: '0701234567' },
'company-1',
'user-1',
supabase as never,
)) as { staged: boolean; operation_id?: string; risk_level: string }
expect(result).toMatchObject({
staged: true,
operation_id: 'op-customer-1',
risk_level: 'low',
})
expect(supabase.from).toHaveBeenNthCalledWith(2, 'pending_operations')
})
})
// ── personal_number (#1876) ───────────────────────────────────────────
//
// Synthetic personnummer, never a real one. REST PATCH semantics
// (app/api/customers/[id]/route.ts): plaintext sets (encrypted at staging),
// masked echo means unchanged, explicit null clears.
const PERSONAL_NUMBER = '19900101-1234'
const MASKED = '********-1234'
const CIPHERTEXT_SHAPE = /^[0-9a-f]{76,255}$/
type StagedInsert = {
params: { changes: Record<string, unknown> }
preview_data: {
current: Record<string, unknown>
changes: Record<string, unknown>
proposed: Record<string, unknown>
}
}
describe('gnubok_update_customer: personal_number', () => {
beforeEach(() => {
vi.clearAllMocks()
})
it('stages the personnummer encrypted and previews it masked, never in plaintext', async () => {
const { supabase, enqueue, findCall } = createQueuedMockSupabase()
enqueue({ data: currentCustomer({ customer_type: 'individual', org_number: null }) })
enqueue({ data: { id: 'op-pn-1' } })
const result = (await tool().execute(
{ customer_id: CUSTOMER_ID, personal_number: PERSONAL_NUMBER },
'company-1',
'user-1',
supabase as never,
)) as { staged: boolean; preview: StagedInsert['preview_data'] }
expect(result.staged).toBe(true)
expect(result.preview.changes.personal_number_masked).toBe(MASKED)
expect(result.preview.proposed.personal_number_masked).toBe(MASKED)
expect(result.preview.changes).not.toHaveProperty('personal_number')
expect(result.preview.changes).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.changes.personal_number_encrypted).toMatch(CIPHERTEXT_SHAPE)
expect(decryptPersonnummer(inserted.params.changes.personal_number_encrypted as string)).toBe(PERSONAL_NUMBER)
expect(inserted.params.changes).not.toHaveProperty('personal_number')
expect(inserted.preview_data.changes.personal_number_masked).toBe(MASKED)
expect(inserted.preview_data.changes).not.toHaveProperty('personal_number_encrypted')
// Nothing persisted carries the plaintext: not params, not preview, not title.
expect(JSON.stringify(inserted)).not.toContain(PERSONAL_NUMBER)
})
it.each([MASKED, '********-????'])(
'treats the masked echo %s as "leave unchanged" and stages no personnummer change',
async (maskedForm) => {
const { supabase, enqueue, findCall } = createQueuedMockSupabase()
enqueue({ data: currentCustomer({ customer_type: 'individual', org_number: null }) })
enqueue({ data: { id: 'op-pn-2' } })
const result = (await tool().execute(
{ customer_id: CUSTOMER_ID, personal_number: maskedForm, city: 'New City' },
'company-1',
'user-1',
supabase as never,
)) as { staged: boolean; preview: StagedInsert['preview_data'] }
expect(result.staged).toBe(true)
expect(result.preview.changes).toEqual({ city: 'New City' })
const inserted = findCall('pending_operations', 'insert')?.[0] as StagedInsert
expect(inserted.params.changes).toEqual({ city: 'New City' })
},
)
it('rejects an update whose only field is the masked echo (a no-op)', async () => {
const { supabase } = createQueuedMockSupabase()
await expect(
tool().execute(
{ customer_id: CUSTOMER_ID, personal_number: MASKED },
'company-1',
'user-1',
supabase as never,
),
).rejects.toThrow(/at least one/i)
expect(supabase.from).not.toHaveBeenCalled()
})
it('stages an explicit null as a clear', async () => {
const { supabase, enqueue, findCall } = createQueuedMockSupabase()
enqueue({ data: currentCustomer({ customer_type: 'individual', org_number: null }) })
enqueue({ data: { id: 'op-pn-3' } })
const result = (await tool().execute(
{ customer_id: CUSTOMER_ID, personal_number: null },
'company-1',
'user-1',
supabase as never,
)) as { staged: boolean; preview: StagedInsert['preview_data'] }
expect(result.staged).toBe(true)
expect(result.preview.changes.personal_number_masked).toBeNull()
expect(result.preview.proposed.personal_number_masked).toBeNull()
const inserted = findCall('pending_operations', 'insert')?.[0] as StagedInsert
expect(inserted.params.changes.personal_number_encrypted).toBeNull()
})
it('shows the stored personnummer masked in the current preview, never the ciphertext', async () => {
const stored = encryptPersonnummer(PERSONAL_NUMBER)
const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({
data: currentCustomer({ customer_type: 'individual', org_number: null, personal_number: stored }),
})
enqueue({ data: { id: 'op-pn-4' } })
const result = (await tool().execute(
{ customer_id: CUSTOMER_ID, city: 'New City' },
'company-1',
'user-1',
supabase as never,
)) as { staged: boolean; preview: StagedInsert['preview_data'] }
expect(result.preview.current.personal_number_masked).toBe(MASKED)
expect(result.preview.proposed.personal_number_masked).toBe(MASKED)
const serialized = JSON.stringify(result)
expect(serialized).not.toContain(PERSONAL_NUMBER)
expect(serialized).not.toContain(stored)
})
it('refuses personal_number on a business customer', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: currentCustomer() }) // swedish_business
await expect(
tool().execute(
{ customer_id: CUSTOMER_ID, personal_number: PERSONAL_NUMBER },
'company-1',
'user-1',
supabase as never,
),
).rejects.toThrow(/individual/)
expect(supabase.from).toHaveBeenCalledTimes(1)
})
it('refuses personal_number when the same update turns the customer into a business', async () => {
const { supabase, enqueue } = createQueuedMockSupabase()
enqueue({ data: currentCustomer({ customer_type: 'individual', org_number: null }) })
await expect(
tool().execute(
{
customer_id: CUSTOMER_ID,
customer_type: 'swedish_business',
personal_number: PERSONAL_NUMBER,
},
'company-1',
'user-1',
supabase as never,
),
).rejects.toThrow(/individual/)
})
it('rejects a malformed personal_number before querying the database', async () => {
const { supabase } = createQueuedMockSupabase()
await expect(
tool().execute(
{ customer_id: CUSTOMER_ID, personal_number: 'not-a-personnummer' },
'company-1',
'user-1',
supabase as never,
),
).rejects.toThrow(/personnummer/)
expect(supabase.from).not.toHaveBeenCalled()
})
it('dry_run returns the masked preview without staging', async () => {
const { supabase, enqueue, findCall } = createQueuedMockSupabase()
enqueue({ data: currentCustomer({ customer_type: 'individual', org_number: null }) })
const result = (await tool().execute(
{ customer_id: CUSTOMER_ID, personal_number: PERSONAL_NUMBER, dry_run: true },
'company-1',
'user-1',
supabase as never,
)) as { staged: boolean; dry_run?: boolean; preview: StagedInsert['preview_data'] }
expect(result.staged).toBe(false)
expect(result.dry_run).toBe(true)
expect(result.preview.changes.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 = {
customer_id: CUSTOMER_ID,
personal_number: PERSONAL_NUMBER,
idempotency_key: '4d9e8b1a-2c3f-4a5b-8c7d-0e1f2a3b4c5d',
}
// First call: miss, stage, store.
const first = createQueuedMockSupabase()
first.enqueue({ data: currentCustomer({ customer_type: 'individual', org_number: null }) })
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: StagedInsert['preview_data']
}
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 changes, which are 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: 'update_customer',
params: { customer_id: CUSTOMER_ID, changes: firstResult.preview.changes },
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: currentCustomer({ customer_type: 'individual', org_number: null }) })
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()
})
})