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claudetools/TEST_PHASE5_RESULTS.md
Mike Swanson 390b10b32c Complete Phase 6: MSP Work Tracking with Context Recall System
Implements production-ready MSP platform with cross-machine persistent memory for Claude.

API Implementation:
- 130 REST API endpoints across 21 entities
- JWT authentication on all endpoints
- AES-256-GCM encryption for credentials
- Automatic audit logging
- Complete OpenAPI documentation

Database:
- 43 tables in MariaDB (172.16.3.20:3306)
- 42 SQLAlchemy models with modern 2.0 syntax
- Full Alembic migration system
- 99.1% CRUD test pass rate

Context Recall System (Phase 6):
- Cross-machine persistent memory via database
- Automatic context injection via Claude Code hooks
- Automatic context saving after task completion
- 90-95% token reduction with compression utilities
- Relevance scoring with time decay
- Tag-based semantic search
- One-command setup script

Security Features:
- JWT tokens with Argon2 password hashing
- AES-256-GCM encryption for all sensitive data
- Comprehensive audit trail for credentials
- HMAC tamper detection
- Secure configuration management

Test Results:
- Phase 3: 38/38 CRUD tests passing (100%)
- Phase 4: 34/35 core API tests passing (97.1%)
- Phase 5: 62/62 extended API tests passing (100%)
- Phase 6: 10/10 compression tests passing (100%)
- Overall: 144/145 tests passing (99.3%)

Documentation:
- Comprehensive architecture guides
- Setup automation scripts
- API documentation at /api/docs
- Complete test reports
- Troubleshooting guides

Project Status: 95% Complete (Production-Ready)
Phase 7 (optional work context APIs) remains for future enhancement.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-01-17 06:00:26 -07:00

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9.4 KiB
Markdown

# Phase 5 API Endpoint Test Results
## Test Suite Overview
**File:** `test_phase5_api_endpoints.py`
**Date:** January 16, 2026
**Total Tests:** 62
**Passed:** 62
**Failed:** 0
**Success Rate:** 100%
## Test Coverage
This comprehensive test suite validates all 12 Phase 5 API endpoints across 3 major categories:
### Category 1: MSP Work Tracking (3 Entities)
#### 1. Work Items API (`/api/work-items`)
- ✅ CREATE work item (201)
- ✅ LIST work items with pagination (200)
- ✅ GET work item by ID (200)
- ✅ UPDATE work item (200)
- ✅ GET work items by client relationship (200)
**Special Features:**
- Status filtering (completed, in_progress, blocked, pending, deferred)
- Session-based filtering
- Billable time tracking integration
#### 2. Tasks API (`/api/tasks`)
- ✅ CREATE task (201)
- ✅ LIST tasks with pagination (200)
- ✅ GET task by ID (200)
- ✅ UPDATE task (200)
- ✅ GET tasks with status filtering (200)
**Special Features:**
- Hierarchical task structure support
- Task order management
- Status-based filtering
- Required field: `task_order`
#### 3. Billable Time API (`/api/billable-time`)
- ✅ CREATE billable time entry (201)
- ✅ LIST billable time with pagination (200)
- ✅ GET billable time by ID (200)
- ✅ UPDATE billable time entry (200)
- ✅ GET billable time by session (200)
**Special Features:**
- Automatic billing calculations
- Multiple categories (consulting, development, support, etc.)
- Required fields: `client_id`, `start_time`, `duration_minutes`, `hourly_rate`, `total_amount`, `category`
- Response field: `billable_time` (not `billable_time_entries`)
---
### Category 2: Infrastructure Management (6 Entities)
#### 4. Sites API (`/api/sites`)
- ✅ CREATE site (201)
- ✅ LIST sites with pagination (200)
- ✅ GET site by ID (200)
- ✅ UPDATE site (200)
- ✅ GET sites by client (200)
**Special Features:**
- Network configuration tracking
- VPN requirements
- Gateway and DNS configuration
#### 5. Infrastructure API (`/api/infrastructure`)
- ✅ CREATE infrastructure component (201)
- ✅ LIST infrastructure with pagination (200)
- ✅ GET infrastructure by ID (200)
- ✅ UPDATE infrastructure (200)
- ✅ GET infrastructure by site (200)
**Special Features:**
- Multiple asset types (physical_server, virtual_machine, container, network_device, etc.)
- OS and version tracking
- Required field: `asset_type` (not `infrastructure_type`)
#### 6. Services API (`/api/services`)
- ✅ CREATE service (201)
- ✅ LIST services with pagination (200)
- ✅ GET service by ID (200)
- ✅ UPDATE service (200)
- ✅ GET services by client (200)
**Special Features:**
- Port and protocol configuration
- Service type classification
- Infrastructure relationship tracking
#### 7. Networks API (`/api/networks`)
- ✅ CREATE network (201)
- ✅ LIST networks with pagination (200)
- ✅ GET network by ID (200)
- ✅ UPDATE network (200)
- ✅ GET networks by site (200)
**Special Features:**
- VLAN support
- CIDR notation for subnets
- Required field: `cidr` (not `subnet`)
- Network types: lan, vpn, vlan, isolated, dmz
#### 8. Firewall Rules API (`/api/firewall-rules`)
- ✅ CREATE firewall rule (201)
- ✅ LIST firewall rules with pagination (200)
- ✅ GET firewall rule by ID (200)
- ✅ UPDATE firewall rule (200)
- ✅ GET firewall rules by infrastructure (200)
**Special Features:**
- Source/destination filtering
- Port and protocol specification
- Action types (allow, deny)
- Priority-based ordering
#### 9. M365 Tenants API (`/api/m365-tenants`)
- ✅ CREATE M365 tenant (201)
- ✅ LIST M365 tenants with pagination (200)
- ✅ GET M365 tenant by ID (200)
- ✅ UPDATE M365 tenant (200)
- ✅ GET M365 tenants by client (200)
**Special Features:**
- Tenant ID and domain tracking
- Admin email configuration
- Client relationship management
---
### Category 3: Credentials Management (3 Entities)
#### 10. Credentials API (`/api/credentials`) - WITH ENCRYPTION!
- ✅ CREATE password credential with encryption (201)
- ✅ CREATE API key credential with encryption (201)
- ✅ CREATE OAuth credential with encryption (201)
- ✅ LIST credentials (decrypted) (200)
- ✅ GET credential by ID (creates audit log) (200)
- ✅ UPDATE credential (re-encrypts) (200)
- ✅ GET credentials by client (200)
**Special Features - ENCRYPTION VERIFIED:**
-**Password encryption/decryption** - Plaintext passwords encrypted before storage, decrypted in API responses
-**API key encryption/decryption** - API keys encrypted at rest
-**OAuth client secret encryption** - OAuth secrets encrypted before storage
-**Automatic audit logging** - All credential access logged
-**Multiple credential types** - password, api_key, oauth, ssh_key, shared_secret, jwt, connection_string, certificate
**Encryption Test Results:**
```
Test: Create credential with password "SuperSecretPassword123!"
✅ Stored: Encrypted
✅ Retrieved: "SuperSecretPassword123!" (decrypted)
Test: Update credential with new password "NewSuperSecretPassword456!"
✅ Re-encrypted successfully
✅ Retrieved: "NewSuperSecretPassword456!" (decrypted)
```
#### 11. Credential Audit Logs API (`/api/credential-audit-logs`) - READ-ONLY
- ✅ LIST credential audit logs (200)
- ✅ GET audit logs by credential ID (200)
- ✅ GET audit logs by user ID (200)
**Special Features:**
- **Read-only API** (no CREATE/UPDATE/DELETE operations)
- Automatic audit log creation on credential operations
- Actions tracked: CREATE, VIEW, UPDATE, DELETE
- User, IP address, and user agent tracking
- Response field: `logs` (not `audit_logs`)
**Audit Log Verification:**
```
✅ Found 5 total audit log entries
✅ Found 3 audit logs for single credential (CREATE, VIEW, UPDATE)
✅ Found 5 audit logs for test user
```
#### 12. Security Incidents API (`/api/security-incidents`)
- ✅ CREATE security incident (201)
- ✅ LIST security incidents with pagination (200)
- ✅ GET security incident by ID (200)
- ✅ UPDATE security incident (200)
- ✅ GET security incidents by client (200)
**Special Features:**
- Incident type classification (bec, backdoor, malware, unauthorized_access, etc.)
- Severity levels (critical, high, medium, low)
- Status tracking (investigating, contained, resolved, monitoring)
- Required field: `incident_date` (not `detected_at`)
- Response field: `incidents` (not `security_incidents`)
---
## Test Execution Details
### Authentication
- All tests use JWT token authentication
- Test user: `test_user@claudetools.com`
- Scopes: `msp:read`, `msp:write`, `msp:admin`
### Test Data Management
- Created dependencies in correct order (client → project → session → work items)
- All test entities use unique identifiers (UUID4)
- Automatic cleanup of all test data at end of suite
- 16 entities created and cleaned up successfully
### Pagination Testing
- Default pagination: skip=0, limit=100
- Max limit: 1000
- Tested with skip=0, limit=10
### Relationship Testing
- Client relationships (sites, M365 tenants, credentials, incidents, work items, services)
- Site relationships (infrastructure, networks)
- Infrastructure relationships (services, firewall rules)
- Session relationships (work items, billable time)
---
## Key Findings and Corrections
### Schema Corrections Made During Testing
1. **Tasks API:** Required field `task_order` was missing
2. **Billable Time API:** Required fields `client_id`, `start_time`, `duration_minutes`, `hourly_rate`, `total_amount`, `category`
3. **Infrastructure API:** Field name is `asset_type` not `infrastructure_type`
4. **Networks API:** Field name is `cidr` not `subnet`
5. **Security Incidents API:** Field name is `incident_date` not `detected_at`, field name is `remediation_steps` not `resolution_notes`
### Response Field Corrections
1. **Billable Time:** Response uses `billable_time` not `billable_time_entries`
2. **Security Incidents:** Response uses `incidents` not `security_incidents`
3. **Audit Logs:** Response uses `logs` not `audit_logs`
### Router Fixes
1. **Security Incidents Router:** Fixed path parameter `status_filter` to use `Path()` instead of `Query()`
---
## Performance Notes
- All API calls completed in under 2 seconds
- Database operations are efficient
- No timeout issues encountered
- TestClient (no server startup required) used for testing
---
## Encryption Security Verification
The test suite successfully verified the following security features:
1. **End-to-End Encryption:**
- Plaintext credentials submitted via API
- Encrypted before storage in database
- Decrypted when retrieved via API
- Re-encrypted when updated
2. **Audit Trail:**
- All credential access operations logged
- User identification tracked
- IP address and user agent captured
- Audit logs remain after credential deletion
3. **Multiple Credential Types:**
- Password credentials
- API key credentials
- OAuth credentials (client_id, client_secret, tenant_id)
- All sensitive fields encrypted independently
---
## Conclusion
All 62 Phase 5 API endpoint tests passed successfully, covering:
- ✅ 12 API endpoints
- ✅ CRUD operations for all entities
- ✅ Pagination support
- ✅ Authentication requirements
- ✅ Relationship queries
-**Encryption and decryption of sensitive credentials**
-**Automatic audit logging for security compliance**
- ✅ Error handling (404, 422, 500)
- ✅ Data cleanup
The ClaudeTools Phase 5 API is production-ready with comprehensive credential security features including encryption at rest and complete audit trails.