Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing-
progress redesign + env-to-admin migration + dev-mode banner) with the
2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW).
CRITICAL (3):
- C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths
no longer silently drop interest links
- C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed
- C-03 generic PATCH /interests/[id] no longer accepts pipelineStage —
callers must go through /stage with the override-guard chain
HIGH (14/15):
- H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across
interests/documents/reservations/reminders/invoices (migration 0070)
- H-02 login page reads ?redirect= param with same-origin guard
- H-03 CRM invite token moves to URL fragment so it never lands in
nginx access logs / Referer headers
- H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4)
- H-05 toggleAccount writes an audit row
- H-06 upsertSetting masks any value whose key ends with _encrypted
- H-07 archiveClient cascade fires per-interest audit rows
- H-08 createSalesTransporter applies SMTP_TIMEOUTS
- H-09 AppShell stable children — viewport flip across breakpoint no
longer destroys in-progress form drafts
- H-10 portal documents page swaps Unicode glyph status icons for
Lucide CheckCircle2/XCircle/Circle + aria-labels
- H-12 list components swap alert(...) for toast.warning(...)
- H-13 5 icon-only buttons gain aria-label
- H-14 parseBody treats empty bodies as {}
- H-15 admin layout renders a 403 panel instead of silent bounce
- H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet
MEDIUM (28+):
- M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE
WHEREs across custom-fields, notes (all 6 entity types x update +
delete), client-contacts, yacht ownerClient lookup, webhook reads
- M-D01 documents-hub realtime event-name typo (file:created -> uploaded)
- M-EM01 portal-auth emails thread through portId
- M-EM02 sendEmail accepts cc/bcc params
- M-EM04 notification_digest catalog key
- M-IN01 portal presigned download URLs use 4h TTL
- M-IN02 OpenAI client lazy-instantiated
- M-IN04 stale pdfme refs updated to pdf-lib AcroForm
- M-IN05 umami.testConnection returns tagged union
- M-L01 reservations tenure_type unified with berths
- M-L02 report-generators canonicalize stage values
- M-AU01 audit log placeholder copy fixed
- M-AU04 outcome_set / outcome_cleared distinct audit verbs
- M-NEW-2 activity feed entity name+type separator
- M-R01 portal allowlist narrowed + portal_session backstop in proxy
- M-SC02 companies archived partial index
- M-SC04 audit_logs.searchText documented as DB-managed
- M-S01 storage_s3_access_key_encrypted admin field
- M-U01 audit log empty state uses <EmptyState>
- M-U09 invoice delete dialog -> <AlertDialog>
- M-U10 toast.success on ClientForm + InterestForm create/edit
- M-U11 settings-form-card logo preview alt text
- M-U14 mobile topbar title on clients/yachts/interests/berths
- M-U15 Invoices in mobile More-sheet
LOW (6/8):
- L-AU01 severity defaults for security-relevant verbs
- L-AU02 +13 missing actions in admin audit filter
- L-AU03 +7 missing entity types in admin audit filter
- L-AU04 dead listAuditLogs stubbed
- L-D02 CLAUDE.md Owner-wins chain tightened
Bonus — Document detail polish (#67 partial, 3/6 deliverables):
- state-aware action button per signer
- watcher Add UI with display-name resolution
- cleanSignerName cleanup
Prior session work bundled in:
- Documenso v2 webhook + envelope-ID normalization + sequential signing
- SigningProgress UI redesign (avatars, per-signer state, timestamps)
- env->admin settings registry + RegistryDrivenForm + encrypted creds
- Embedded-signing card + Test connection + setup help
- Dev-mode EMAIL_REDIRECT_TO banner
- Pipeline rules admin page
- Sales email config card
- Audit log details Sheet
- EOI tab: Finalising badge, absolute timestamps, sequential indicator
- Notes pipeline_stage_at_creation (migration 0069)
- Documenso numeric ID dual-key webhook (migration 0068)
- Dimensions criterion copy (migration 0067)
Tests: 1374/1374 vitest pass. tsc clean. lint clean.
See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and
the user-input items still pending.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
504 lines
18 KiB
TypeScript
504 lines
18 KiB
TypeScript
import { and, eq, gt, isNull } from 'drizzle-orm';
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import { db } from '@/lib/db';
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import { clients } from '@/lib/db/schema/clients';
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import { ports } from '@/lib/db/schema/ports';
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import { portalAuthTokens, portalUsers } from '@/lib/db/schema/portal';
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import { systemSettings } from '@/lib/db/schema/system';
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import { env } from '@/lib/env';
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import { sendEmail } from '@/lib/email';
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import { activationEmail, resetEmail } from '@/lib/email/templates/portal-auth';
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import { loadSubjectOverride } from '@/lib/email/template-overrides';
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import { getBrandingShell } from '@/lib/email/branding-resolver';
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import {
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CodedError,
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ConflictError,
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NotFoundError,
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UnauthorizedError,
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ValidationError,
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} from '@/lib/errors';
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import { logger } from '@/lib/logger';
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import { createPortalToken } from '@/lib/portal/auth';
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import { hashPassword, hashToken, mintToken, verifyPassword } from '@/lib/portal/passwords';
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import { createAuditLog } from '@/lib/audit';
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const ACTIVATION_TOKEN_TTL_HOURS = 72;
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const RESET_TOKEN_TTL_MINUTES = 30;
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const MIN_PASSWORD_LENGTH = 9;
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const PORTAL_ENABLED_KEY = 'client_portal_enabled';
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/**
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* Per-port toggle for the client portal feature. Default-on so existing
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* deployments behave the way they did before this setting existed.
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*/
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export async function isPortalEnabledForPort(portId: string): Promise<boolean> {
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const row = await db.query.systemSettings.findFirst({
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where: and(eq(systemSettings.key, PORTAL_ENABLED_KEY), eq(systemSettings.portId, portId)),
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});
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if (!row) return true;
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return row.value === true || row.value === 'true';
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}
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/**
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* Route-level gate for the (portal) layout. Returns true when every
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* configured per-port `client_portal_enabled` row evaluates to false,
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* i.e. the portal is off everywhere. In single-port deployments this is
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* exactly "the portal is off" (the admin toggle in System Settings).
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*
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* Used to render a "Portal not available" notice instead of the login
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* form when the kill switch is flipped, so guessed `/portal/*` URLs
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* don't surface a working-looking form that just rejects every submit.
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*
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* Default-OFF (returns false) when there are no setting rows — preserves
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* the legacy default-on behaviour for fresh installs / ports that never
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* touched the setting.
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*
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* For future multi-port routing (subdomain-per-port or path-prefix),
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* callers should pass the resolved portId to `isPortalEnabledForPort`
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* instead and not rely on the all-ports-off heuristic here.
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*/
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export async function isPortalDisabledGlobally(): Promise<boolean> {
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const rows = await db
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.select({ value: systemSettings.value })
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.from(systemSettings)
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.where(eq(systemSettings.key, PORTAL_ENABLED_KEY));
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if (rows.length === 0) return false;
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return rows.every((r) => r.value === false || r.value === 'false');
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}
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// ─── Admin-side: invite a client to the portal ───────────────────────────────
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export async function createPortalUser(args: {
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clientId: string;
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portId: string;
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email: string;
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name?: string;
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createdBy: string;
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}): Promise<{ portalUserId: string }> {
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const normalizedEmail = args.email.toLowerCase().trim();
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const client = await db.query.clients.findFirst({
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where: and(eq(clients.id, args.clientId), eq(clients.portId, args.portId)),
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});
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if (!client) throw new NotFoundError('Client');
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if (!(await isPortalEnabledForPort(args.portId))) {
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throw new ConflictError('Client portal is disabled for this port');
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}
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// Email uniqueness check is enforced at the DB level too, but we do a
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// friendlier preflight so the admin sees a clear conflict error.
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const existing = await db.query.portalUsers.findFirst({
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where: eq(portalUsers.email, normalizedEmail),
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});
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if (existing) {
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throw new ConflictError(`A portal user already exists for ${normalizedEmail}`);
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}
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const [user] = await db
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.insert(portalUsers)
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.values({
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portId: args.portId,
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clientId: args.clientId,
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email: normalizedEmail,
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name: args.name ?? client.fullName,
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createdBy: args.createdBy,
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})
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.returning({ id: portalUsers.id });
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if (!user) {
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throw new CodedError('INSERT_RETURNING_EMPTY', {
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internalMessage: 'Failed to create portal user',
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});
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}
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await issueActivationToken(user.id, normalizedEmail, args.portId);
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void createAuditLog({
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portId: args.portId,
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userId: args.createdBy,
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action: 'portal_invite',
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entityType: 'portal_user',
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entityId: user.id,
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metadata: { clientId: args.clientId, email: normalizedEmail },
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});
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return { portalUserId: user.id };
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}
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async function issueActivationToken(
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portalUserId: string,
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email: string,
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portId: string,
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): Promise<void> {
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const { raw, hash } = mintToken();
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const expiresAt = new Date(Date.now() + ACTIVATION_TOKEN_TTL_HOURS * 3600 * 1000);
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await db.insert(portalAuthTokens).values({
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portalUserId,
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tokenHash: hash,
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type: 'activation',
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expiresAt,
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});
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const port = await db.query.ports.findFirst({ where: eq(ports.id, portId) });
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const portName = port?.name ?? 'Port Nimara';
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// URL fragment (#token=…) instead of query string — keeps the
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// activation token out of server logs, proxy logs, Referer header,
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// and any CDN/edge cache. The portal /activate page reads the token
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// client-side via `window.location.hash`. See PRE-DEPLOY-PLAN § 1.2.5.
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const link = `${env.APP_URL}/portal/activate#token=${encodeURIComponent(raw)}`;
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const subjectOverride = await loadSubjectOverride(portId, 'portal_activation');
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const branding = await getBrandingShell(portId);
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const { subject, html, text } = await activationEmail(
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{
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portName,
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link,
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ttlHours: ACTIVATION_TOKEN_TTL_HOURS,
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},
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{ subject: subjectOverride, branding },
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);
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try {
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// M-EM01: pass portId so per-port SMTP is used. Without it the call
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// falls back to the global SMTP transport and the from-address won't
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// carry the port's branding.
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await sendEmail(email, subject, html, undefined, text, portId);
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} catch (err) {
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logger.error({ err, email }, 'Failed to send portal activation email');
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// Re-throw - the admin should know if their invite mail bounced.
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throw err;
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}
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}
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export async function resendActivation(portalUserId: string, portId: string): Promise<void> {
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if (!(await isPortalEnabledForPort(portId))) {
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throw new ConflictError('Client portal is disabled for this port');
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}
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const user = await db.query.portalUsers.findFirst({
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where: and(eq(portalUsers.id, portalUserId), eq(portalUsers.portId, portId)),
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});
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if (!user) throw new NotFoundError('Portal user');
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if (user.passwordHash) {
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throw new ConflictError('Portal user has already activated their account');
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}
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await issueActivationToken(user.id, user.email, user.portId);
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void createAuditLog({
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portId: user.portId,
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userId: null,
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action: 'resend_invite',
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entityType: 'portal_user',
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entityId: user.id,
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metadata: { email: user.email },
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});
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}
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// ─── Self-service password change (logged-in portal user) ───────────────────
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export async function changePortalPassword(args: {
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portalUserId: string;
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currentPassword: string;
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newPassword: string;
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}): Promise<void> {
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if (args.newPassword.length < MIN_PASSWORD_LENGTH) {
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throw new ValidationError(`Password must be at least ${MIN_PASSWORD_LENGTH} characters`);
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}
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const user = await db.query.portalUsers.findFirst({
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where: eq(portalUsers.id, args.portalUserId),
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});
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if (!user || !user.isActive || !user.passwordHash) {
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throw new UnauthorizedError('Account not found');
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}
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const ok = await verifyPassword(args.currentPassword, user.passwordHash);
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if (!ok) {
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void createAuditLog({
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userId: null,
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portId: user.portId,
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action: 'password_change',
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entityType: 'portal_user',
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entityId: user.id,
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metadata: { ok: false, reason: 'wrong_current_password' },
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severity: 'warning',
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source: 'auth',
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});
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throw new UnauthorizedError('Current password is incorrect');
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}
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const passwordHash = await hashPassword(args.newPassword);
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await db
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.update(portalUsers)
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.set({ passwordHash, passwordChangedAt: new Date(), updatedAt: new Date() })
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.where(eq(portalUsers.id, user.id));
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void createAuditLog({
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userId: null,
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portId: user.portId,
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action: 'password_change',
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entityType: 'portal_user',
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entityId: user.id,
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metadata: { ok: true },
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severity: 'info',
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source: 'auth',
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});
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}
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// ─── Activation: client sets their initial password ──────────────────────────
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export async function activateAccount(rawToken: string, password: string): Promise<void> {
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if (password.length < MIN_PASSWORD_LENGTH) {
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throw new ValidationError(`Password must be at least ${MIN_PASSWORD_LENGTH} characters`);
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}
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const tokenRow = await consumeToken(rawToken, 'activation');
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const portalUser = await db.query.portalUsers.findFirst({
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where: eq(portalUsers.id, tokenRow.portalUserId),
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});
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if (!portalUser) throw new ValidationError('Invalid or expired token');
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if (!(await isPortalEnabledForPort(portalUser.portId))) {
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throw new ValidationError('Client portal is disabled for this port');
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}
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const passwordHash = await hashPassword(password);
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await db
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.update(portalUsers)
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.set({ passwordHash, passwordChangedAt: new Date(), updatedAt: new Date() })
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.where(eq(portalUsers.id, tokenRow.portalUserId));
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void createAuditLog({
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portId: portalUser.portId,
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userId: null,
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action: 'portal_activate',
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entityType: 'portal_user',
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entityId: portalUser.id,
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});
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}
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// ─── Sign in (email + password) ──────────────────────────────────────────────
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export async function signIn(args: {
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email: string;
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password: string;
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}): Promise<{ token: string; clientId: string; portId: string; email: string }> {
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const normalizedEmail = args.email.toLowerCase().trim();
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// Always do the same amount of work regardless of whether the email
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// exists, so timing doesn't leak account presence.
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const user = await db.query.portalUsers.findFirst({
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where: eq(portalUsers.email, normalizedEmail),
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});
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// Dummy hash with the right shape - used to keep verifyPassword's compute
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// cost identical when the user doesn't exist.
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const dummyHash =
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'0000000000000000000000000000000000000000000000000000000000000000:00000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000';
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const ok = user?.passwordHash
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? await verifyPassword(args.password, user.passwordHash)
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: (await verifyPassword(args.password, dummyHash), false);
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if (!user || !user.isActive || !user.passwordHash || !ok) {
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void createAuditLog({
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userId: null,
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portId: user?.portId ?? null,
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action: 'login',
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entityType: 'portal_session',
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entityId: user?.id ?? normalizedEmail,
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metadata: { ok: false, attemptedEmail: normalizedEmail, reason: 'invalid_credentials' },
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severity: 'warning',
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source: 'auth',
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});
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throw new UnauthorizedError('Invalid email or password');
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}
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// Disabled-port check happens AFTER the credential check so that a wrong
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// password on a disabled-port account still surfaces "invalid email or
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// password" - we never leak which ports have the portal turned off.
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if (!(await isPortalEnabledForPort(user.portId))) {
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void createAuditLog({
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userId: null,
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portId: user.portId,
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action: 'login',
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entityType: 'portal_session',
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entityId: user.id,
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metadata: { ok: false, attemptedEmail: normalizedEmail, reason: 'portal_disabled' },
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severity: 'warning',
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source: 'auth',
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});
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throw new UnauthorizedError('Invalid email or password');
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}
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const token = await createPortalToken({
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portalUserId: user.id,
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clientId: user.clientId,
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portId: user.portId,
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email: user.email,
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});
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await db.update(portalUsers).set({ lastLoginAt: new Date() }).where(eq(portalUsers.id, user.id));
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void createAuditLog({
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userId: null,
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portId: user.portId,
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action: 'login',
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entityType: 'portal_session',
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entityId: user.id,
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metadata: { ok: true, email: user.email },
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severity: 'info',
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source: 'auth',
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});
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return { token, clientId: user.clientId, portId: user.portId, email: user.email };
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}
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// ─── Forgot password ─────────────────────────────────────────────────────────
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export async function requestPasswordReset(email: string): Promise<void> {
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const normalizedEmail = email.toLowerCase().trim();
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const user = await db.query.portalUsers.findFirst({
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where: eq(portalUsers.email, normalizedEmail),
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});
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if (!user || !user.isActive) {
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// Silently no-op so unknown emails don't leak through timing or
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// response shape. Caller surfaces "if the email matches an account…".
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logger.debug({ email: normalizedEmail }, 'Password reset for unknown email');
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void createAuditLog({
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userId: null,
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portId: null,
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action: 'portal_password_reset_request',
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entityType: 'portal_user',
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entityId: 'unknown',
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metadata: { email: normalizedEmail, reason: 'unknown_or_inactive' },
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severity: 'warning',
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source: 'auth',
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});
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return;
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}
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// Same silent no-op when the port has the portal disabled - keeps the
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// disabled-state from leaking through the public reset endpoint.
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if (!(await isPortalEnabledForPort(user.portId))) {
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logger.debug({ portId: user.portId }, 'Password reset on disabled-portal port');
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void createAuditLog({
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userId: null,
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portId: user.portId,
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action: 'portal_password_reset_request',
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entityType: 'portal_user',
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entityId: user.id,
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metadata: { email: normalizedEmail, reason: 'portal_disabled' },
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severity: 'warning',
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source: 'auth',
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});
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return;
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}
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const { raw, hash } = mintToken();
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const expiresAt = new Date(Date.now() + RESET_TOKEN_TTL_MINUTES * 60 * 1000);
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await db.insert(portalAuthTokens).values({
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portalUserId: user.id,
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tokenHash: hash,
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type: 'reset',
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expiresAt,
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});
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void createAuditLog({
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portId: user.portId,
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userId: null,
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action: 'portal_password_reset_request',
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entityType: 'portal_user',
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entityId: user.id,
|
|
metadata: { email: user.email },
|
|
});
|
|
|
|
const port = await db.query.ports.findFirst({ where: eq(ports.id, user.portId) });
|
|
const portName = port?.name ?? 'Port Nimara';
|
|
// Same URL-fragment treatment as activation links — token never
|
|
// travels server-side. See PRE-DEPLOY-PLAN § 1.2.5.
|
|
const link = `${env.APP_URL}/portal/reset-password#token=${encodeURIComponent(raw)}`;
|
|
const subjectOverride = await loadSubjectOverride(user.portId, 'portal_reset');
|
|
const branding = await getBrandingShell(user.portId);
|
|
const { subject, html, text } = await resetEmail(
|
|
{
|
|
portName,
|
|
link,
|
|
ttlMinutes: RESET_TOKEN_TTL_MINUTES,
|
|
},
|
|
{ subject: subjectOverride, branding },
|
|
);
|
|
|
|
try {
|
|
// M-EM01: pass portId so per-port SMTP + from-address are used.
|
|
await sendEmail(user.email, subject, html, undefined, text, user.portId);
|
|
} catch (err) {
|
|
logger.error({ err, email: user.email }, 'Failed to send password-reset email');
|
|
// Don't propagate - the public route returns 200 either way.
|
|
}
|
|
}
|
|
|
|
export async function resetPassword(rawToken: string, password: string): Promise<void> {
|
|
if (password.length < MIN_PASSWORD_LENGTH) {
|
|
throw new ValidationError(`Password must be at least ${MIN_PASSWORD_LENGTH} characters`);
|
|
}
|
|
const tokenRow = await consumeToken(rawToken, 'reset');
|
|
const portalUser = await db.query.portalUsers.findFirst({
|
|
where: eq(portalUsers.id, tokenRow.portalUserId),
|
|
});
|
|
if (!portalUser) throw new ValidationError('Invalid or expired token');
|
|
if (!(await isPortalEnabledForPort(portalUser.portId))) {
|
|
throw new ValidationError('Client portal is disabled for this port');
|
|
}
|
|
const passwordHash = await hashPassword(password);
|
|
await db
|
|
.update(portalUsers)
|
|
.set({ passwordHash, passwordChangedAt: new Date(), updatedAt: new Date() })
|
|
.where(eq(portalUsers.id, tokenRow.portalUserId));
|
|
|
|
void createAuditLog({
|
|
portId: portalUser.portId,
|
|
userId: null,
|
|
action: 'portal_password_reset',
|
|
entityType: 'portal_user',
|
|
entityId: portalUser.id,
|
|
});
|
|
}
|
|
|
|
// ─── Token consumption (shared between activation + reset) ───────────────────
|
|
|
|
async function consumeToken(
|
|
rawToken: string,
|
|
type: 'activation' | 'reset',
|
|
): Promise<{ portalUserId: string }> {
|
|
const tokenHash = hashToken(rawToken);
|
|
const now = new Date();
|
|
|
|
const row = await db.query.portalAuthTokens.findFirst({
|
|
where: and(
|
|
eq(portalAuthTokens.tokenHash, tokenHash),
|
|
eq(portalAuthTokens.type, type),
|
|
isNull(portalAuthTokens.usedAt),
|
|
gt(portalAuthTokens.expiresAt, now),
|
|
),
|
|
});
|
|
|
|
if (!row) {
|
|
void createAuditLog({
|
|
userId: null,
|
|
portId: null,
|
|
action: type === 'reset' ? 'portal_password_reset' : 'portal_activate',
|
|
entityType: 'portal_auth_token',
|
|
entityId: 'invalid',
|
|
metadata: { type, reason: 'invalid_or_expired_token' },
|
|
severity: 'warning',
|
|
source: 'auth',
|
|
});
|
|
throw new ValidationError('Invalid or expired token');
|
|
}
|
|
|
|
await db.update(portalAuthTokens).set({ usedAt: now }).where(eq(portalAuthTokens.id, row.id));
|
|
|
|
return { portalUserId: row.portalUserId };
|
|
}
|
|
|
|
// Activation + reset email templates live in src/lib/email/templates/portal-auth.ts
|