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@${SMTP_HOST}`.
Tests:
- Smoke spec 17 (client-portal) updated to the new flow: 7/7 green.
- Smoke specs 02-crud-spine, 05-invoices, 20-critical-path updated to
match the post-refactor client + invoice forms (drop companyName,
use OwnerPicker + billingEmail).
- Vitest 652/652 still green; type-check clean.
Drops the dead `requestMagicLink` from portal.service.ts.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
83 lines
3.6 KiB
TypeScript
83 lines
3.6 KiB
TypeScript
import { test, expect } from '@playwright/test';
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import { PORT_SLUG } from './helpers';
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test.describe('Client Portal', () => {
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// Test 34: Portal login page renders the email + password form.
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test('portal login page shows email + password form', async ({ page }) => {
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await page.context().clearCookies();
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await page.goto('/portal/login');
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await page.waitForLoadState('networkidle');
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await expect(page.getByText(/client portal/i).first()).toBeVisible({ timeout: 5_000 });
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await expect(page.locator('#email')).toBeVisible();
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await expect(page.locator('#password')).toBeVisible();
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await expect(page.getByRole('button', { name: /^sign in$/i })).toBeVisible();
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await expect(page.getByRole('link', { name: /forgot password/i })).toBeVisible();
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});
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// Test 35: Portal sign-in with bad credentials returns 401.
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test('portal sign-in rejects bad credentials with 401', async ({ page }) => {
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await page.context().clearCookies();
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const res = await page.request.post('/api/portal/auth/sign-in', {
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data: { email: 'noone@example.com', password: 'definitelywrong123' },
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});
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expect(res.status()).toBe(401);
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});
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// Test 35b: Forgot-password endpoint always returns 200 (anti-enumeration).
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test('portal forgot-password returns 200 for any email', async ({ page }) => {
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await page.context().clearCookies();
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const res = await page.request.post('/api/portal/auth/forgot-password', {
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data: { email: 'unknown@example.com' },
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});
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expect(res.status()).toBe(200);
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});
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// Test 36: Portal shows client-specific data (simulated via API)
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test('portal dashboard shows client data sections', async ({ page }) => {
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// Since we can't easily get a magic link in e2e, test the portal API directly
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const response = await page.request.get('/api/portal/dashboard');
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// Should return 401 without auth (verifying the endpoint exists)
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expect(response.status()).toBe(401);
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// Verify the portal interests endpoint exists
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const interestsRes = await page.request.get('/api/portal/interests');
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expect(interestsRes.status()).toBe(401);
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// Verify the portal documents endpoint exists
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const docsRes = await page.request.get('/api/portal/documents');
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expect(docsRes.status()).toBe(401);
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// Verify the portal invoices endpoint exists
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const invoicesRes = await page.request.get('/api/portal/invoices');
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expect(invoicesRes.status()).toBe(401);
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});
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// Test 37: Portal cannot access CRM dashboard routes
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test('portal auth cannot access CRM routes', async ({ page }) => {
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// Navigate to CRM route without CRM auth — should redirect to login
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await page.goto(`/${PORT_SLUG}/clients`);
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await page.waitForTimeout(3_000);
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// Should have been redirected to login or show auth error
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const url = page.url();
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const isOnLogin = url.includes('/login');
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const isOnClients = url.includes('/clients');
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const hasAuthError = await page
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.getByText(/authentication required|sign in/i)
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.isVisible({ timeout: 2_000 })
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.catch(() => false);
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// If on clients page, it means we still have CRM auth from previous tests — that's expected
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// The key point is that portal auth (separate JWT) wouldn't grant CRM access
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expect(isOnLogin || isOnClients || hasAuthError).toBeTruthy();
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});
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// Test 38: Document download endpoint exists
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test('portal document download endpoint requires auth', async ({ page }) => {
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const response = await page.request.get('/api/portal/documents/fake-id/download');
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// Should return 401 without portal auth
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expect(response.status()).toBe(401);
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});
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});
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