sh-mcp/packages/payments/test/payments.test.ts
Adam Moussa 22c09e99fe
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Phase 1: runnable MCP + OpenAPI servers (ops + finance) (#3)
* Add shared transport: dispatch, MCP + OpenAPI adapters, local auth

Add the single authoritative tool-execution path (executeTool) plus the two
universal interfaces over it (design.md §2.5, §7.3):
- dispatch.ts: scope enforcement, ajv input validation, rate limiting, finance
  egress redaction (redactDeep), and structured audit emission on one path.
- audit.ts / rate-limit.ts: injected AuditLogger + RateLimiter abstractions.
- mcp.ts: low-level MCP Server with scope-filtered tools/list (tool-hiding) and
  tools/call routed through executeTool.
- http.ts: Express host mounting /mcp, /openapi.json, POST /tools/:name, /healthz.
- openapi.ts: buildOpenApiDocument wraps the existing path generator into a full
  OpenAPI 3.1 document.
- local-auth.ts: LocalAuthProvider (dev bearer tokens) that refuses to construct
  outside SH_MCP_ENV=local and enforces audience binding (design.md §3, §6).

* Add in-memory dev clients; make package tool exports lazy

Add an in-memory Client implementation per integration package (seeded fake
data, no network) selected when SH_MCP_ENV=local (build-plan §4). Gmail/calendar/
tasks dev clients partition by ctx.sub; payments/qbo seed sensitive-looking
fields so the redaction egress path has real targets to mask.

Make the eager default-tool exports in tasks/reminders/qbo LAZY (getDefaultTools)
so importing a package barrel no longer constructs an AWS client at module load
(build-plan §7 'no I/O at import time') — the previous eager construction broke
server startup. Fix payments tsconfig rootDir (src, was '.') so its declarations
resolve under dist/index.d.ts like the other 8 packages.

* Add runnable sh-mcp-ops and sh-mcp-finance servers

Two thin composition-root servers over the shared transport (design.md §3):
- ops: internal-data, knowledge-base, google-maps, gmail, calendar, tasks,
  reminders. finance: qbo, payments (audited + redacted on egress).
- config from env only (no hardcoded ids/issuer/tables); SH_MCP_ENV selects
  LocalAuthProvider + dev clients (local) vs CognitoAuthProvider + real stubs
  (aws). Finance applies the 15-min finance-token TTL ceiling (design.md §2.5).
- index.ts is the only place .listen() is called; a Lambda handler placeholder
  is exported but not depended on.
- synth-only CDK stubs (no real IAM/Cognito/WAF) so 'cdk synth' has a valid app
  (build-plan §6); READMEs document local run, dev tokens, curl, MCP Inspector.

* Add security-weighted test suite + coverage gate; wire tooling

Add tests for the highest-risk surface (build-plan §5, design.md §7.3):
tool-hiding, server-side scope enforcement (incl. forced hidden calls),
audience binding, input-schema validation, finance redaction on egress, audit
emission with hashed args, prompt-injection regression (tool output is data),
rate limiting, MCP conformance (in-memory transport round-trip), OpenAPI 3.1
validity, and local-auth safety. Add HTTP integration tests (supertest) for both
servers and per-package dev-client tests. 405 tests pass.

Wire the coverage gate into vitest.config.ts: 80% overall, with per-file
thresholds on the auth + dispatch crown jewels; exclude deferred real client
stubs, entrypoints, cdk apps, and aws-only config from the gate (documented).
Extend eslint flat config + add .prettierignore to cover servers/. Commit the
updated package-lock.json.

* Suppress pre-existing dev-tooling + out-of-scope scanner findings

Add written-justification suppressions for the 4 confirmed crit/high pre-push
scanner findings, none of which are in this PR's Phase 1 production code:
- npmaudit vitest / @vitest/coverage-v8 / vite: dev/test-only deps that never
  run in the deployed server/Lambda runtime (pins carried from Phase 0b;
  Dependabot will bump).
- gitleaks docs/agentforce-plan.md secret: that file is not on this branch and
  not in this changeset; flagged for the maintainer to scrub on its own branch.

The deep agentic /sh-security-review (required for this auth/authz-touching PR)
was NOT run by the agent and is flagged outstanding in the PR body.

* Address CodeQL findings: bound ajv error work + edge rate limiting

GHAS code-scanning alerts on this PR:
- dispatch.ts (js/resource-exhaustion): ajv ran with allErrors:true on
  untrusted input, letting a crafted payload force unbounded error
  enumeration. Switch to allErrors:false (default) so validation
  short-circuits on the first failure; the 400 still names that path.
- http.ts (js/missing-rate-limiting): the authenticated routes (/mcp,
  /tools/:name) had no edge throttle — auth/JWT verification ran on every
  request before the per-sub dispatch limiter could apply. Add an IP-keyed
  express-rate-limit in front of authenticate (120/60s default, configurable),
  returning the standard 429 shape. Defense-in-depth over the per-sub +
  per-tool limiter in executeTool; API GW/WAF remains the production edge.

Tests: +2 cases proving the edge limiter throttles before auth (429, not
401) on /tools and /mcp. 407 pass; tsc/eslint/prettier clean.

* Fix polynomial ReDoS in Bearer-token extraction (CodeQL js/polynomial-redos)

extractBearerToken matched /^Bearer\s+(.+)$/ — \s and . both match a space,
so the two quantifiers overlap and a crafted header can drive polynomial
backtracking. Require the capture to start with a non-whitespace char
(/^Bearer\s+(\S.*)$/), removing the ambiguity → linear match. Behavior is
unchanged for real tokens; +2 regression tests.

* Harden auth + finance redaction (sh-security-review confirmed mediums)

Two confirmed medium findings from the agentic security review:

- Fail-open SH_MCP_ENV: config defaulted to 'local' when the var was unset,
  so a deploy that forgot SH_MCP_ENV=aws would silently run LocalAuthProvider
  and accept static dev bearer tokens (dev-finance-admin -> finance:admin).
  Now fail-closed: SH_MCP_ENV must be explicitly 'local' or 'aws' or the
  server refuses to start. Plus an independent guard in LocalAuthProvider
  that refuses to construct in an AWS runtime (AWS_LAMBDA_FUNCTION_NAME /
  AWS_EXECUTION_ENV present), regardless of the env flag.

- Finance egress redaction gap: redactDeep only wholesale-masked a sensitive
  key when its value was a scalar; an object/array under a sensitive key was
  recursed into, letting a bare nested value (e.g. {account:{number:...}})
  escape the keyword-gated pattern matcher. Now the entire subtree under a
  sensitive key is masked. No current finance tool emitted such shapes (all
  flat strings), so this closes a latent hole in the universal safety net.

+4 tests (subtree redaction, AWS-runtime guard). 411 pass; coverage gate green.

Review also produced lows (memo free-text digits, unsalted argsHash,
unauth /openapi.json by-design, session-cap no-reset by-design) tracked
separately; 0 confirmed critical/high — review verdict PASS.
2026-06-26 13:33:21 -04:00

447 lines
15 KiB
TypeScript

/**
* Unit tests for @sh-mcp/payments tools.
*
* All tests use:
* - A mock AuthContext with finance:read scope (unless testing scope rejection).
* - A mock PaymentsClient — no real DynamoDB or AWS calls.
*
* Coverage targets:
* - Happy path for each tool
* - Empty result set
* - Client error propagation
* - Throttle / retry simulation (transient error then success)
* - Scope enforcement: missing scope throws ScopeError
* - Redaction: bank account, routing, card numbers are masked; vendor names are not
*/
import { describe, it, expect, vi, beforeEach } from 'vitest';
import type { AuthContext } from '@sh-mcp/shared';
import { requireScope } from '@sh-mcp/shared';
import type { PaymentsClient, Payment } from '../src/client.js';
import {
makeLookupByVendorTool,
makeLookupByInvoiceTool,
makeLookupByCheckTool,
} from '../src/tools.js';
// ---------------------------------------------------------------------------
// Shared test fixtures
// ---------------------------------------------------------------------------
/** A fully-scoped finance context — happy-path default. */
const financeCtx: AuthContext = {
sub: 'adam@seahavenind.com',
scopes: ['finance:read'],
aud: 'sh-mcp-finance',
};
/** A context that lacks finance:read — for scope-rejection tests. */
const opsOnlyCtx: AuthContext = {
sub: 'staff@seahavenind.com',
scopes: ['ops:read'],
aud: 'sh-mcp-ops',
};
const samplePayment: Payment = {
paymentId: 'pmt-001',
vendor: 'Acme Electrical Supply',
vendorContact: 'billing@acme.example.com',
amount: 4250.0,
currency: 'USD',
invoiceNumber: 'INV-2026-0042',
checkNumber: '10412',
paymentDate: '2026-05-15',
status: 'cleared',
bankAccountNumber: '123456789',
bankRoutingNumber: '021000021',
cardNumber: '4111111111111111',
memo: 'Electrical supplies for Ronkonkoma site',
};
// ---------------------------------------------------------------------------
// Mock client builder
// ---------------------------------------------------------------------------
function makeMockClient(overrides?: Partial<PaymentsClient>): PaymentsClient {
return {
getByVendor: vi.fn().mockResolvedValue([samplePayment]),
getByInvoice: vi.fn().mockResolvedValue([samplePayment]),
getByCheck: vi.fn().mockResolvedValue([samplePayment]),
...overrides,
};
}
// ---------------------------------------------------------------------------
// lookup_payment_by_vendor
// ---------------------------------------------------------------------------
describe('lookup_payment_by_vendor', () => {
let client: PaymentsClient;
beforeEach(() => {
client = makeMockClient();
});
it('returns payments and redacts sensitive fields on the happy path', async () => {
const tool = makeLookupByVendorTool(client);
const result = await tool.handler({ vendor: 'Acme' }, financeCtx);
expect(result.count).toBe(1);
expect(result.payments).toHaveLength(1);
const p = result.payments[0]!;
// Vendor name and contact must be intact.
expect(p.vendor).toBe('Acme Electrical Supply');
expect(p.vendorContact).toBe('billing@acme.example.com');
// Sensitive fields must be redacted (not equal to the originals).
expect(p.bankAccountNumber).not.toBe(samplePayment.bankAccountNumber);
expect(p.bankRoutingNumber).not.toBe(samplePayment.bankRoutingNumber);
expect(p.cardNumber).not.toBe(samplePayment.cardNumber);
// Non-sensitive fields must be preserved.
expect(p.amount).toBe(4250.0);
expect(p.status).toBe('cleared');
expect(p.paymentDate).toBe('2026-05-15');
});
it('forwards the vendor string and limit to the client', async () => {
const tool = makeLookupByVendorTool(client);
await tool.handler({ vendor: 'Acme', limit: 5 }, financeCtx);
expect(client.getByVendor).toHaveBeenCalledWith('Acme', { limit: 5 });
});
it('caps limit at 100', async () => {
const tool = makeLookupByVendorTool(client);
await tool.handler({ vendor: 'Acme', limit: 9999 }, financeCtx);
expect(client.getByVendor).toHaveBeenCalledWith('Acme', { limit: 100 });
});
it('returns empty result when the client returns no payments', async () => {
client = makeMockClient({
getByVendor: vi.fn().mockResolvedValue([]),
});
const tool = makeLookupByVendorTool(client);
const result = await tool.handler({ vendor: 'Unknown Vendor' }, financeCtx);
expect(result.count).toBe(0);
expect(result.payments).toEqual([]);
});
it('propagates a client error', async () => {
client = makeMockClient({
getByVendor: vi.fn().mockRejectedValue(new Error('DynamoDB unavailable')),
});
const tool = makeLookupByVendorTool(client);
await expect(tool.handler({ vendor: 'Acme' }, financeCtx)).rejects.toThrow(
'DynamoDB unavailable',
);
});
it('retries and succeeds after a transient throttle error', async () => {
// Simulate a throttle on the first call, success on the second.
const throttleError = Object.assign(new Error('ProvisionedThroughputExceededException'), {
name: 'ProvisionedThroughputExceededException',
});
const getByVendor = vi
.fn()
.mockRejectedValueOnce(throttleError)
.mockResolvedValueOnce([samplePayment]);
client = makeMockClient({ getByVendor });
// The tool itself does not implement retry logic — that is the
// responsibility of the client implementation. We verify here that
// when the client internally retries and succeeds, the tool returns
// the correct result. We simulate this by wrapping the tool call
// in a simple retry loop (as a client-layer retry would do).
const tool = makeLookupByVendorTool(client);
let result;
for (let attempt = 0; attempt < 2; attempt++) {
try {
result = await tool.handler({ vendor: 'Acme' }, financeCtx);
break;
} catch {
if (attempt === 1) throw new Error('Max retries exceeded');
}
}
expect(result?.count).toBe(1);
expect(getByVendor).toHaveBeenCalledTimes(2);
});
it('throws ScopeError when the caller lacks finance:read', async () => {
const tool = makeLookupByVendorTool(client);
await expect(tool.handler({ vendor: 'Acme' }, opsOnlyCtx)).rejects.toThrow();
// Verify that the error comes from requireScope, not from the client.
expect(client.getByVendor).not.toHaveBeenCalled();
});
it('has the correct tool metadata', () => {
const tool = makeLookupByVendorTool(client);
expect(tool.name).toBe('lookup_payment_by_vendor');
expect(tool.tier).toBe('finance');
expect(tool.requiredScope).toBe('finance:read');
});
});
// ---------------------------------------------------------------------------
// lookup_payment_by_invoice
// ---------------------------------------------------------------------------
describe('lookup_payment_by_invoice', () => {
let client: PaymentsClient;
beforeEach(() => {
client = makeMockClient();
});
it('returns the matching payment with sensitive fields redacted', async () => {
const tool = makeLookupByInvoiceTool(client);
const result = await tool.handler({ invoiceNumber: 'INV-2026-0042' }, financeCtx);
expect(result.count).toBe(1);
const p = result.payments[0]!;
expect(p.vendor).toBe('Acme Electrical Supply');
expect(p.bankAccountNumber).not.toBe(samplePayment.bankAccountNumber);
expect(p.bankRoutingNumber).not.toBe(samplePayment.bankRoutingNumber);
expect(p.cardNumber).not.toBe(samplePayment.cardNumber);
});
it('forwards the invoice number to the client', async () => {
const tool = makeLookupByInvoiceTool(client);
await tool.handler({ invoiceNumber: 'INV-2026-0042' }, financeCtx);
expect(client.getByInvoice).toHaveBeenCalledWith('INV-2026-0042');
});
it('returns empty result when invoice is not found', async () => {
client = makeMockClient({
getByInvoice: vi.fn().mockResolvedValue([]),
});
const tool = makeLookupByInvoiceTool(client);
const result = await tool.handler({ invoiceNumber: 'INV-NOTFOUND' }, financeCtx);
expect(result.count).toBe(0);
expect(result.payments).toEqual([]);
});
it('propagates a client error', async () => {
client = makeMockClient({
getByInvoice: vi.fn().mockRejectedValue(new Error('Internal service error')),
});
const tool = makeLookupByInvoiceTool(client);
await expect(tool.handler({ invoiceNumber: 'INV-2026-0042' }, financeCtx)).rejects.toThrow(
'Internal service error',
);
});
it('retries and succeeds after a transient throttle error', async () => {
const throttleError = Object.assign(new Error('ProvisionedThroughputExceededException'), {
name: 'ProvisionedThroughputExceededException',
});
const getByInvoice = vi
.fn()
.mockRejectedValueOnce(throttleError)
.mockResolvedValueOnce([samplePayment]);
client = makeMockClient({ getByInvoice });
const tool = makeLookupByInvoiceTool(client);
let result;
for (let attempt = 0; attempt < 2; attempt++) {
try {
result = await tool.handler({ invoiceNumber: 'INV-2026-0042' }, financeCtx);
break;
} catch {
if (attempt === 1) throw new Error('Max retries exceeded');
}
}
expect(result?.count).toBe(1);
expect(getByInvoice).toHaveBeenCalledTimes(2);
});
it('throws ScopeError when the caller lacks finance:read', async () => {
const tool = makeLookupByInvoiceTool(client);
await expect(tool.handler({ invoiceNumber: 'INV-2026-0042' }, opsOnlyCtx)).rejects.toThrow();
expect(client.getByInvoice).not.toHaveBeenCalled();
});
it('has the correct tool metadata', () => {
const tool = makeLookupByInvoiceTool(client);
expect(tool.name).toBe('lookup_payment_by_invoice');
expect(tool.tier).toBe('finance');
expect(tool.requiredScope).toBe('finance:read');
});
});
// ---------------------------------------------------------------------------
// lookup_payment_by_check
// ---------------------------------------------------------------------------
describe('lookup_payment_by_check', () => {
let client: PaymentsClient;
beforeEach(() => {
client = makeMockClient();
});
it('returns the matching payment with sensitive fields redacted', async () => {
const tool = makeLookupByCheckTool(client);
const result = await tool.handler({ checkNumber: '10412' }, financeCtx);
expect(result.count).toBe(1);
const p = result.payments[0]!;
expect(p.vendor).toBe('Acme Electrical Supply');
expect(p.bankAccountNumber).not.toBe(samplePayment.bankAccountNumber);
expect(p.bankRoutingNumber).not.toBe(samplePayment.bankRoutingNumber);
expect(p.cardNumber).not.toBe(samplePayment.cardNumber);
});
it('forwards the check number to the client', async () => {
const tool = makeLookupByCheckTool(client);
await tool.handler({ checkNumber: '10412' }, financeCtx);
expect(client.getByCheck).toHaveBeenCalledWith('10412');
});
it('returns empty result when check number is not found', async () => {
client = makeMockClient({
getByCheck: vi.fn().mockResolvedValue([]),
});
const tool = makeLookupByCheckTool(client);
const result = await tool.handler({ checkNumber: '99999' }, financeCtx);
expect(result.count).toBe(0);
expect(result.payments).toEqual([]);
});
it('propagates a client error', async () => {
client = makeMockClient({
getByCheck: vi.fn().mockRejectedValue(new Error('Connection timeout')),
});
const tool = makeLookupByCheckTool(client);
await expect(tool.handler({ checkNumber: '10412' }, financeCtx)).rejects.toThrow(
'Connection timeout',
);
});
it('retries and succeeds after a transient throttle error', async () => {
const throttleError = Object.assign(new Error('ProvisionedThroughputExceededException'), {
name: 'ProvisionedThroughputExceededException',
});
const getByCheck = vi
.fn()
.mockRejectedValueOnce(throttleError)
.mockResolvedValueOnce([samplePayment]);
client = makeMockClient({ getByCheck });
const tool = makeLookupByCheckTool(client);
let result;
for (let attempt = 0; attempt < 2; attempt++) {
try {
result = await tool.handler({ checkNumber: '10412' }, financeCtx);
break;
} catch {
if (attempt === 1) throw new Error('Max retries exceeded');
}
}
expect(result?.count).toBe(1);
expect(getByCheck).toHaveBeenCalledTimes(2);
});
it('throws ScopeError when the caller lacks finance:read', async () => {
const tool = makeLookupByCheckTool(client);
await expect(tool.handler({ checkNumber: '10412' }, opsOnlyCtx)).rejects.toThrow();
expect(client.getByCheck).not.toHaveBeenCalled();
});
it('has the correct tool metadata', () => {
const tool = makeLookupByCheckTool(client);
expect(tool.name).toBe('lookup_payment_by_check');
expect(tool.tier).toBe('finance');
expect(tool.requiredScope).toBe('finance:read');
});
});
// ---------------------------------------------------------------------------
// Redaction contract — cross-cutting
// ---------------------------------------------------------------------------
describe('redaction contract', () => {
it('does not redact vendor name or vendor contact', async () => {
const client = makeMockClient();
const tool = makeLookupByVendorTool(client);
const result = await tool.handler({ vendor: 'Acme' }, financeCtx);
const p = result.payments[0]!;
expect(p.vendor).toBe('Acme Electrical Supply');
expect(p.vendorContact).toBe('billing@acme.example.com');
});
it('redacts all three sensitive fields when present', async () => {
const client = makeMockClient();
const tool = makeLookupByVendorTool(client);
const result = await tool.handler({ vendor: 'Acme' }, financeCtx);
const p = result.payments[0]!;
// None of the redacted values should equal the originals.
expect(p.bankAccountNumber).not.toBe('123456789');
expect(p.bankRoutingNumber).not.toBe('021000021');
expect(p.cardNumber).not.toBe('4111111111111111');
});
it('omits redacted fields when they were undefined in the source', async () => {
const minimalPayment: Payment = {
paymentId: 'pmt-002',
vendor: 'Generic Vendor',
amount: 100,
currency: 'USD',
paymentDate: '2026-06-01',
status: 'cleared',
// No bankAccountNumber, bankRoutingNumber, or cardNumber
};
const client = makeMockClient({
getByVendor: vi.fn().mockResolvedValue([minimalPayment]),
});
const tool = makeLookupByVendorTool(client);
const result = await tool.handler({ vendor: 'Generic' }, financeCtx);
const p = result.payments[0]!;
expect(p.bankAccountNumber).toBeUndefined();
expect(p.bankRoutingNumber).toBeUndefined();
expect(p.cardNumber).toBeUndefined();
});
});
// ---------------------------------------------------------------------------
// requireScope integration check
// ---------------------------------------------------------------------------
describe('requireScope integration', () => {
it('requireScope does not throw when finance:read is present', () => {
// Smoke-test the shared helper directly to confirm it accepts our fixture.
expect(() => requireScope(financeCtx, 'finance:read')).not.toThrow();
});
it('requireScope throws when finance:read is absent', () => {
expect(() => requireScope(opsOnlyCtx, 'finance:read')).toThrow();
});
});