The client portal no longer uses passwordless / magic-link sign-in. Each
client now has a `portal_users` row with a scrypt-hashed password,
created by an admin from the client detail page; the admin's invite
mails an activation link that the client uses to set their own password.
Forgot-password is wired through the same token mechanism.
Schema (migration `0009_outgoing_rumiko_fujikawa.sql`):
- `portal_users` — one per client account, separate from the CRM
`users` table (better-auth) so the auth realms stay isolated. Email
is globally unique, password is null until activation.
- `portal_auth_tokens` — single-use activation / reset tokens. Stores
only the SHA-256 hash so a DB compromise never leaks live tokens.
Services:
- `src/lib/portal/passwords.ts` — scrypt hash/verify (no new deps;
uses node:crypto), token mint+hash helpers.
- `src/lib/services/portal-auth.service.ts` — createPortalUser,
resendActivation, activateAccount, signIn (timing-safe),
requestPasswordReset, resetPassword. Auth failures throw the new
UnauthorizedError (401); enumeration-safe behaviour everywhere.
Routes:
- POST /api/portal/auth/sign-in — sets the existing portal JWT cookie.
- POST /api/portal/auth/forgot-password — always 200.
- POST /api/portal/auth/reset-password — token + new password.
- POST /api/portal/auth/activate — token + initial password.
- POST /api/v1/clients/:id/portal-user — admin invite (and `?action=resend`).
- Removed: /api/portal/auth/request, /api/portal/auth/verify (magic link).
UI:
- /portal/login — replaced email-only magic-link form with email +
password + "forgot password" link.
- /portal/forgot-password, /portal/reset-password, /portal/activate — new.
- New shared `PasswordSetForm` component used by activate + reset.
- New `PortalInviteButton` rendered on the client detail header.
Email send:
- `createTransporter` now wires SMTP auth when SMTP_USER+SMTP_PASS are
set (gmail app-password or marina-server creds, configured via env).
- `SMTP_FROM` env var lets the sender address be overridden without
pinning it to `noreply@${SMTP_HOST}`.
Tests:
- Smoke spec 17 (client-portal) updated to the new flow: 7/7 green.
- Smoke specs 02-crud-spine, 05-invoices, 20-critical-path updated to
match the post-refactor client + invoice forms (drop companyName,
use OwnerPicker + billingEmail).
- Vitest 652/652 still green; type-check clean.
Drops the dead `requestMagicLink` from portal.service.ts.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
111 lines
4.2 KiB
TypeScript
111 lines
4.2 KiB
TypeScript
import { test, expect } from '@playwright/test';
|
|
import { login, navigateTo, waitForSheet, PORT_SLUG } from './helpers';
|
|
|
|
const TEST_CLIENT_NAME = `E2E Client ${Date.now()}`;
|
|
|
|
test.describe('CRUD Spine', () => {
|
|
test.beforeEach(async ({ page }) => {
|
|
await login(page, 'super_admin');
|
|
});
|
|
|
|
test('create a new client', async ({ page }) => {
|
|
await navigateTo(page, '/clients');
|
|
|
|
// Click "New Client" button (use first() in case of duplicates in empty state)
|
|
await page
|
|
.getByRole('button', { name: /new client/i })
|
|
.first()
|
|
.click();
|
|
await waitForSheet(page);
|
|
|
|
const sheet = page.locator('[role="dialog"]');
|
|
await sheet.locator('input[name="fullName"]').fill(TEST_CLIENT_NAME);
|
|
await sheet.locator('input[name="nationality"]').fill('British');
|
|
await sheet.locator('input[name="contacts.0.value"]').fill('e2e@test.com');
|
|
|
|
await sheet.getByRole('button', { name: /create client/i }).click();
|
|
await expect(sheet).not.toBeVisible({ timeout: 10_000 });
|
|
await page.waitForTimeout(2000);
|
|
});
|
|
|
|
test('new client appears in the list', async ({ page }) => {
|
|
await navigateTo(page, '/clients');
|
|
|
|
// Wait for table to load
|
|
await expect(page.locator('table').first()).toBeVisible({ timeout: 15_000 });
|
|
await page.waitForTimeout(2000);
|
|
|
|
// The client name should appear somewhere in the table or page
|
|
const hasClient = await page
|
|
.getByText(TEST_CLIENT_NAME)
|
|
.isVisible({ timeout: 5_000 })
|
|
.catch(() => false);
|
|
if (!hasClient) {
|
|
// Maybe the table loaded empty and we need to wait for data
|
|
await page.waitForTimeout(3000);
|
|
}
|
|
await expect(page.getByText(TEST_CLIENT_NAME).first()).toBeVisible({ timeout: 10_000 });
|
|
});
|
|
|
|
test('filter and click into client detail', async ({ page }) => {
|
|
await navigateTo(page, '/clients');
|
|
await expect(page.locator('table').first()).toBeVisible({ timeout: 15_000 });
|
|
await page.waitForTimeout(2000);
|
|
|
|
// Find the client row and click the link (the name should be a link)
|
|
const clientLink = page.locator('a').filter({ hasText: TEST_CLIENT_NAME }).first();
|
|
const isLink = await clientLink.isVisible({ timeout: 5_000 }).catch(() => false);
|
|
|
|
if (isLink) {
|
|
await clientLink.click();
|
|
} else {
|
|
// Try clicking the table cell with the name
|
|
await page.getByText(TEST_CLIENT_NAME).first().click();
|
|
}
|
|
|
|
// Should navigate to client detail
|
|
await page.waitForTimeout(3000);
|
|
const url = page.url();
|
|
const isDetailPage = url.includes('/clients/') && !url.endsWith('/clients');
|
|
expect(isDetailPage || url.includes(PORT_SLUG)).toBeTruthy();
|
|
});
|
|
|
|
test('archive and restore client', async ({ page }) => {
|
|
await navigateTo(page, '/clients');
|
|
await expect(page.locator('table').first()).toBeVisible({ timeout: 15_000 });
|
|
await page.waitForTimeout(2000);
|
|
|
|
// Find the row with our client
|
|
const row = page.locator('table tbody tr').filter({ hasText: TEST_CLIENT_NAME }).first();
|
|
const rowVisible = await row.isVisible({ timeout: 5_000 }).catch(() => false);
|
|
|
|
if (rowVisible) {
|
|
// Click the actions menu (usually a "..." or dropdown trigger button)
|
|
const actionsBtn = row.locator('button[aria-haspopup]').or(row.locator('button').last());
|
|
await actionsBtn.click();
|
|
await page.waitForTimeout(500);
|
|
|
|
const archiveOption = page.getByRole('menuitem', { name: /archive/i });
|
|
if (await archiveOption.isVisible({ timeout: 2_000 }).catch(() => false)) {
|
|
await archiveOption.click();
|
|
|
|
// Wait for confirm dialog
|
|
const confirmDialog = page.locator('[role="alertdialog"], [role="dialog"]').last();
|
|
if (await confirmDialog.isVisible({ timeout: 3_000 }).catch(() => false)) {
|
|
await confirmDialog.getByRole('button', { name: /confirm|archive|yes/i }).click();
|
|
}
|
|
await page.waitForTimeout(2000);
|
|
|
|
// Client should disappear from active list
|
|
const stillVisible = await page
|
|
.getByText(TEST_CLIENT_NAME)
|
|
.isVisible({ timeout: 3_000 })
|
|
.catch(() => false);
|
|
if (!stillVisible) {
|
|
console.log(' ✓ Client archived and removed from list');
|
|
}
|
|
}
|
|
}
|
|
});
|
|
});
|