Files
Aakash BakhleandGitHub 9c68eed676 fix(captain): send custom tool API key headers (#15008)
Captain custom tools configured with API key authentication now send the
configured key in the requested HTTP header. Existing tools begin
working without needing to be recreated or reconfigured, while
credentials remain protected across redirects.

## How to reproduce

1. Create a Captain custom tool using API Key authentication.
2. Configure `X-API-Key` as the header name and save the tool.
3. Invoke the tool and inspect the incoming request.
4. Before this change, the API key header is absent; after this change,
the configured endpoint receives it.

## What changed

The UI persists API key authentication as `name` and `key`, but the
request builder also required an unused `location: header` property. The
request builder now treats API key authentication as header-based,
matching the only mode exposed by the UI.

Custom authentication headers are also registered as sensitive with
`SafeFetch`. They are retained for the configured endpoint and
same-origin redirects, but stripped when a redirect crosses origins to
prevent credential leakage. Factory, request, and redirect specs cover
the real UI payload and both public and private-network fetch paths.
2026-07-15 22:43:30 +05:30

512 lines
18 KiB
Ruby

require 'rails_helper'
RSpec.describe Captain::CustomTool, type: :model do
describe 'associations' do
it { is_expected.to belong_to(:account) }
end
describe 'validations' do
it { is_expected.to validate_presence_of(:title) }
it { is_expected.to validate_presence_of(:endpoint_url) }
it { is_expected.to define_enum_for(:http_method).with_values('GET' => 'GET', 'POST' => 'POST').backed_by_column_of_type(:string) }
it {
expect(subject).to define_enum_for(:auth_type).with_values('none' => 'none', 'bearer' => 'bearer', 'basic' => 'basic',
'api_key' => 'api_key').backed_by_column_of_type(:string).with_prefix(:auth)
}
describe 'slug uniqueness' do
let(:account) { create(:account) }
it 'validates uniqueness of slug scoped to account' do
create(:captain_custom_tool, account: account, slug: 'custom_test_tool')
duplicate = build(:captain_custom_tool, account: account, slug: 'custom_test_tool')
expect(duplicate).not_to be_valid
expect(duplicate.errors[:slug]).to include('has already been taken')
end
it 'allows same slug across different accounts' do
account2 = create(:account)
create(:captain_custom_tool, account: account, slug: 'custom_test_tool')
different_account_tool = build(:captain_custom_tool, account: account2, slug: 'custom_test_tool')
expect(different_account_tool).to be_valid
end
end
describe 'param_schema validation' do
let(:account) { create(:account) }
it 'is valid with proper param_schema' do
tool = build(:captain_custom_tool, account: account, param_schema: [
{ 'name' => 'order_id', 'type' => 'string', 'description' => 'Order ID', 'required' => true }
])
expect(tool).to be_valid
end
it 'is valid with empty param_schema' do
tool = build(:captain_custom_tool, account: account, param_schema: [])
expect(tool).to be_valid
end
it 'is invalid when param_schema is missing name' do
tool = build(:captain_custom_tool, account: account, param_schema: [
{ 'type' => 'string', 'description' => 'Order ID' }
])
expect(tool).not_to be_valid
end
it 'is invalid when param_schema is missing type' do
tool = build(:captain_custom_tool, account: account, param_schema: [
{ 'name' => 'order_id', 'description' => 'Order ID' }
])
expect(tool).not_to be_valid
end
it 'is invalid when param_schema is missing description' do
tool = build(:captain_custom_tool, account: account, param_schema: [
{ 'name' => 'order_id', 'type' => 'string' }
])
expect(tool).not_to be_valid
end
it 'is invalid with additional properties in param_schema' do
tool = build(:captain_custom_tool, account: account, param_schema: [
{ 'name' => 'order_id', 'type' => 'string', 'description' => 'Order ID', 'extra_field' => 'value' }
])
expect(tool).not_to be_valid
end
it 'is valid when required field is omitted (defaults to optional param)' do
tool = build(:captain_custom_tool, account: account, param_schema: [
{ 'name' => 'order_id', 'type' => 'string', 'description' => 'Order ID' }
])
expect(tool).to be_valid
end
end
end
describe 'scopes' do
let(:account) { create(:account) }
describe '.enabled' do
it 'returns only enabled custom tools' do
enabled_tool = create(:captain_custom_tool, account: account, enabled: true)
disabled_tool = create(:captain_custom_tool, account: account, enabled: false)
enabled_ids = described_class.enabled.pluck(:id)
expect(enabled_ids).to include(enabled_tool.id)
expect(enabled_ids).not_to include(disabled_tool.id)
end
end
end
describe 'slug generation' do
let(:account) { create(:account) }
it 'generates slug from title on creation' do
tool = create(:captain_custom_tool, account: account, title: 'Fetch Order Status')
expect(tool.slug).to eq('custom_fetch_order_status')
end
it 'adds custom_ prefix to generated slug' do
tool = create(:captain_custom_tool, account: account, title: 'My Tool')
expect(tool.slug).to start_with('custom_')
end
it 'does not override manually set slug' do
tool = create(:captain_custom_tool, account: account, title: 'Test Tool', slug: 'custom_manual_slug')
expect(tool.slug).to eq('custom_manual_slug')
end
it 'handles slug collisions by appending random suffix' do
create(:captain_custom_tool, account: account, title: 'Test Tool', slug: 'custom_test_tool')
tool2 = create(:captain_custom_tool, account: account, title: 'Test Tool')
expect(tool2.slug).to match(/^custom_test_tool_[a-z0-9]{6}$/)
end
it 'handles multiple slug collisions' do
create(:captain_custom_tool, account: account, title: 'Test Tool', slug: 'custom_test_tool')
create(:captain_custom_tool, account: account, title: 'Test Tool', slug: 'custom_test_tool_abc123')
tool3 = create(:captain_custom_tool, account: account, title: 'Test Tool')
expect(tool3.slug).to match(/^custom_test_tool_[a-z0-9]{6}$/)
expect(tool3.slug).not_to eq('custom_test_tool')
expect(tool3.slug).not_to eq('custom_test_tool_abc123')
end
it 'does not generate slug when title is blank' do
tool = build(:captain_custom_tool, account: account, title: nil)
expect(tool).not_to be_valid
expect(tool.errors[:title]).to include("can't be blank")
end
it 'parameterizes title correctly' do
tool = create(:captain_custom_tool, account: account, title: 'Fetch Order Status & Details!')
expect(tool.slug).to eq('custom_fetch_order_status_details')
end
end
describe 'factory' do
it 'creates a valid custom tool with default attributes' do
tool = create(:captain_custom_tool)
expect(tool).to be_valid
expect(tool.title).to be_present
expect(tool.slug).to be_present
expect(tool.endpoint_url).to be_present
expect(tool.http_method).to eq('GET')
expect(tool.auth_type).to eq('none')
expect(tool.enabled).to be true
end
it 'creates valid tool with POST trait' do
tool = create(:captain_custom_tool, :with_post)
expect(tool.http_method).to eq('POST')
expect(tool.request_template).to be_present
end
it 'creates valid tool with bearer auth trait' do
tool = create(:captain_custom_tool, :with_bearer_auth)
expect(tool.auth_type).to eq('bearer')
expect(tool.auth_config['token']).to eq('test_bearer_token_123')
end
it 'creates valid tool with basic auth trait' do
tool = create(:captain_custom_tool, :with_basic_auth)
expect(tool.auth_type).to eq('basic')
expect(tool.auth_config['username']).to eq('test_user')
expect(tool.auth_config['password']).to eq('test_pass')
end
it 'creates valid tool with api key trait' do
tool = create(:captain_custom_tool, :with_api_key)
expect(tool.auth_type).to eq('api_key')
expect(tool.auth_config['key']).to eq('test_api_key')
expect(tool.auth_config['name']).to eq('X-API-Key')
end
end
describe 'Toolable concern' do
let(:account) { create(:account) }
describe '#build_request_url' do
it 'returns static URL when no template variables present' do
tool = create(:captain_custom_tool, account: account, endpoint_url: 'https://api.example.com/orders')
expect(tool.build_request_url({})).to eq('https://api.example.com/orders')
end
it 'renders URL template with params' do
tool = create(:captain_custom_tool, account: account, endpoint_url: 'https://api.example.com/orders/{{ order_id }}')
expect(tool.build_request_url({ order_id: '12345' })).to eq('https://api.example.com/orders/12345')
end
it 'handles multiple template variables' do
tool = create(:captain_custom_tool, account: account,
endpoint_url: 'https://api.example.com/{{ resource }}/{{ id }}?details={{ show_details }}')
result = tool.build_request_url({ resource: 'orders', id: '123', show_details: 'true' })
expect(result).to eq('https://api.example.com/orders/123?details=true')
end
end
describe '#build_request_body' do
it 'returns nil when request_template is blank' do
tool = create(:captain_custom_tool, account: account, request_template: nil)
expect(tool.build_request_body({})).to be_nil
end
it 'renders request body template with params' do
tool = create(:captain_custom_tool, account: account,
request_template: '{ "order_id": "{{ order_id }}", "source": "chatwoot" }')
result = tool.build_request_body({ order_id: '12345' })
expect(result).to eq('{ "order_id": "12345", "source": "chatwoot" }')
end
end
describe '#build_auth_headers' do
it 'returns empty hash for none auth type' do
tool = create(:captain_custom_tool, account: account, auth_type: 'none')
expect(tool.build_auth_headers).to eq({})
end
it 'returns bearer token header' do
tool = create(:captain_custom_tool, :with_bearer_auth, account: account)
expect(tool.build_auth_headers).to eq({ 'Authorization' => 'Bearer test_bearer_token_123' })
end
it 'returns API key header' do
tool = create(:captain_custom_tool, :with_api_key, account: account)
expect(tool.build_auth_headers).to eq({ 'X-API-Key' => 'test_api_key' })
end
it 'returns empty hash for basic auth' do
tool = create(:captain_custom_tool, :with_basic_auth, account: account)
expect(tool.build_auth_headers).to eq({})
end
end
describe '#build_basic_auth_credentials' do
it 'returns nil for non-basic auth types' do
tool = create(:captain_custom_tool, account: account, auth_type: 'none')
expect(tool.build_basic_auth_credentials).to be_nil
end
it 'returns username and password array for basic auth' do
tool = create(:captain_custom_tool, :with_basic_auth, account: account)
expect(tool.build_basic_auth_credentials).to eq(%w[test_user test_pass])
end
end
describe '#format_response' do
it 'returns raw response when no response_template' do
tool = create(:captain_custom_tool, account: account, response_template: nil)
expect(tool.format_response('raw response')).to eq('raw response')
end
it 'renders response template with JSON response' do
tool = create(:captain_custom_tool, account: account,
response_template: 'Order status: {{ response.status }}')
raw_response = '{"status": "shipped", "tracking": "123ABC"}'
result = tool.format_response(raw_response)
expect(result).to eq('Order status: shipped')
end
it 'handles response template with multiple fields' do
tool = create(:captain_custom_tool, account: account,
response_template: 'Order {{ response.id }} is {{ response.status }}. Tracking: {{ response.tracking }}')
raw_response = '{"id": "12345", "status": "delivered", "tracking": "ABC123"}'
result = tool.format_response(raw_response)
expect(result).to eq('Order 12345 is delivered. Tracking: ABC123')
end
it 'handles non-JSON response' do
tool = create(:captain_custom_tool, account: account,
response_template: 'Response: {{ response }}')
raw_response = 'plain text response'
result = tool.format_response(raw_response)
expect(result).to eq('Response: plain text response')
end
end
describe '#build_metadata_headers' do
let(:tool) { create(:captain_custom_tool, account: account, slug: 'custom_test_tool') }
let(:conversation) { create(:conversation, account: account) }
let(:contact) { conversation.contact }
let(:state) do
{
account_id: account.id,
assistant_id: 123,
conversation: {
id: conversation.id,
display_id: conversation.display_id
},
contact_inbox: {
id: conversation.contact_inbox.id,
hmac_verified: conversation.contact_inbox.hmac_verified
},
contact: {
id: contact.id,
email: contact.email,
phone_number: contact.phone_number
}
}
end
it 'includes account and assistant metadata' do
headers = tool.build_metadata_headers(state)
expect(headers['X-Chatwoot-Account-Id']).to eq(account.id.to_s)
expect(headers['X-Chatwoot-Assistant-Id']).to eq('123')
end
it 'includes tool slug' do
headers = tool.build_metadata_headers(state)
expect(headers['X-Chatwoot-Tool-Slug']).to eq('custom_test_tool')
end
it 'includes conversation metadata when present' do
headers = tool.build_metadata_headers(state)
expect(headers['X-Chatwoot-Conversation-Id']).to eq(conversation.id.to_s)
expect(headers['X-Chatwoot-Conversation-Display-Id']).to eq(conversation.display_id.to_s)
end
it 'includes contact metadata when present' do
headers = tool.build_metadata_headers(state)
expect(headers['X-Chatwoot-Contact-Id']).to eq(contact.id.to_s)
expect(headers['X-Chatwoot-Contact-Email']).to eq(contact.email)
end
it 'includes contact inbox verification metadata when present' do
headers = tool.build_metadata_headers(state)
expect(headers['X-Chatwoot-Contact-Inbox-Id']).to eq(conversation.contact_inbox.id.to_s)
expect(headers['X-Chatwoot-Contact-Inbox-Verified']).to eq(conversation.contact_inbox.hmac_verified.to_s)
end
it 'handles missing conversation gracefully' do
state[:conversation] = nil
headers = tool.build_metadata_headers(state)
expect(headers['X-Chatwoot-Conversation-Id']).to be_nil
expect(headers['X-Chatwoot-Conversation-Display-Id']).to be_nil
expect(headers['X-Chatwoot-Account-Id']).to eq(account.id.to_s)
end
it 'handles missing contact gracefully' do
state[:contact] = nil
headers = tool.build_metadata_headers(state)
expect(headers['X-Chatwoot-Contact-Id']).to be_nil
expect(headers['X-Chatwoot-Contact-Email']).to be_nil
expect(headers['X-Chatwoot-Account-Id']).to eq(account.id.to_s)
end
it 'handles missing contact inbox gracefully' do
state[:contact_inbox] = nil
headers = tool.build_metadata_headers(state)
expect(headers['X-Chatwoot-Contact-Inbox-Id']).to be_nil
expect(headers['X-Chatwoot-Contact-Inbox-Verified']).to eq('false')
end
it 'handles empty state' do
headers = tool.build_metadata_headers({})
expect(headers).to be_a(Hash)
expect(headers['X-Chatwoot-Tool-Slug']).to eq('custom_test_tool')
expect(headers['X-Chatwoot-Contact-Inbox-Verified']).to eq('false')
end
it 'omits contact email header when email is blank' do
state[:contact][:email] = ''
headers = tool.build_metadata_headers(state)
expect(headers).not_to have_key('X-Chatwoot-Contact-Email')
end
it 'omits contact phone header when phone number is blank' do
state[:contact][:phone_number] = ''
headers = tool.build_metadata_headers(state)
expect(headers).not_to have_key('X-Chatwoot-Contact-Phone')
end
it 'includes contact inbox verified header when false' do
state[:contact_inbox][:hmac_verified] = false
headers = tool.build_metadata_headers(state)
expect(headers['X-Chatwoot-Contact-Inbox-Verified']).to eq('false')
end
it 'defaults contact inbox verified header to false when value is nil' do
state[:contact_inbox][:hmac_verified] = nil
headers = tool.build_metadata_headers(state)
expect(headers['X-Chatwoot-Contact-Inbox-Verified']).to eq('false')
end
end
describe '#to_tool_metadata' do
it 'returns tool metadata hash with custom flag' do
tool = create(:captain_custom_tool, account: account,
slug: 'custom_test-tool',
title: 'Test Tool',
description: 'A test tool')
metadata = tool.to_tool_metadata
expect(metadata).to eq({
id: 'custom_test-tool',
title: 'Test Tool',
description: 'A test tool',
custom: true
})
end
end
describe '#tool' do
let(:assistant) { create(:captain_assistant, account: account) }
it 'returns HttpTool instance' do
tool = create(:captain_custom_tool, account: account)
tool_instance = tool.tool(assistant)
expect(tool_instance).to be_a(Captain::Tools::HttpTool)
end
it 'sets description on the tool class' do
tool = create(:captain_custom_tool, account: account, description: 'Fetches order data')
tool_instance = tool.tool(assistant)
expect(tool_instance.description).to eq('Fetches order data')
end
it 'sets parameters on the tool class' do
tool = create(:captain_custom_tool, :with_params, account: account)
tool_instance = tool.tool(assistant)
params = tool_instance.parameters
expect(params.keys).to contain_exactly(:order_id, :include_details)
expect(params[:order_id].name).to eq(:order_id)
expect(params[:order_id].type).to eq('string')
expect(params[:order_id].description).to eq('The order ID')
expect(params[:order_id].required).to be true
expect(params[:include_details].name).to eq(:include_details)
expect(params[:include_details].required).to be false
end
it 'works with empty param_schema' do
tool = create(:captain_custom_tool, account: account, param_schema: [])
tool_instance = tool.tool(assistant)
expect(tool_instance.parameters).to be_empty
end
end
end
end