docs(leads): document Leads store migration and payment UI fix; note tests update
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Scott Idem
243
tests/leads_add_lead.test.ts
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243
tests/leads_add_lead.test.ts
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import { test, expect } from '@playwright/test';
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import { testing_event_id } from './_helpers/env';
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import {
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testing_exhibit_id,
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exhibit_staff_passcode,
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setup_leads_test_page,
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minimal_badge,
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} from './_helpers/leads_helpers';
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const event_id = testing_event_id;
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const exhibit_id = testing_exhibit_id;
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const exhibit_url = `/events/${event_id}/leads/exhibit/${exhibit_id}`;
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// Pre-seeded auth used by all tests in this suite
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const signed_in_kv = { [exhibit_id]: { key: exhibit_staff_passcode, type: 'shared' } };
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// Seed leads_overrides to start in search mode (not QR).
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// Without this, the add tab shows the QR scanner which cannot be exercised in Playwright.
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const search_mode_seed = { tab_add_mode: { [exhibit_id]: 'search' } };
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test.describe('Leads — Add Lead (manual search)', () => {
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// -----------------------------------------------------------------------
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// 1. Navigate to Add tab and see search form
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// -----------------------------------------------------------------------
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test('clicking Add Lead shows manual search form', async ({ page }) => {
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await setup_leads_test_page(page, event_id, exhibit_id, {
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auth_kv: signed_in_kv,
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leads_overrides: search_mode_seed,
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});
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await page.goto(exhibit_url);
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// Click "Add Lead" header button to enter the add tab
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await page.locator('header button.preset-filled-primary').click();
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// Manual search form must be visible
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await expect(
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page.locator('input[placeholder="Attendee name, email, or badge ID..."]')
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).toBeVisible({ timeout: 8_000 });
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});
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// -----------------------------------------------------------------------
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// 2. Search returns results
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// -----------------------------------------------------------------------
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test('badge search returns results and shows Add button for opted-in attendees', async ({ page }) => {
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await setup_leads_test_page(page, event_id, exhibit_id, {
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auth_kv: signed_in_kv,
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leads_overrides: search_mode_seed,
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// badge_li defaults to [minimal_badge()] — one badge with allow_tracking=true
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});
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await page.goto(exhibit_url);
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await page.locator('header button.preset-filled-primary').click();
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const search_input = page.locator(
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'input[placeholder="Attendee name, email, or badge ID..."]'
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);
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await expect(search_input).toBeVisible({ timeout: 8_000 });
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// Type a query and submit the search form
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await search_input.fill('Scott');
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await page.locator('button:has-text("Search")').click();
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// Result card with the badge full_name should appear
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await expect(page.locator('text=Scott Idem')).toBeVisible({ timeout: 8_000 });
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// The "Add" button must be visible (allow_tracking=true on the mock badge)
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await expect(
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page.locator('.results-list button.preset-filled-success')
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).toBeVisible({ timeout: 5_000 });
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});
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// -----------------------------------------------------------------------
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// 3. Opted-out attendee shows "Opt-Out" badge instead of Add button
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// -----------------------------------------------------------------------
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test('opted-out attendee shows Opt-Out label instead of Add button', async ({ page }) => {
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await setup_leads_test_page(page, event_id, exhibit_id, {
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auth_kv: signed_in_kv,
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leads_overrides: search_mode_seed,
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// Override badge_li with one badge that has allow_tracking=false
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badge_li: [minimal_badge({ allow_tracking: false, full_name: 'Jane Opted Out' })],
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});
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await page.goto(exhibit_url);
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await page.locator('header button.preset-filled-primary').click();
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const search_input = page.locator(
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'input[placeholder="Attendee name, email, or badge ID..."]'
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);
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await expect(search_input).toBeVisible({ timeout: 8_000 });
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await search_input.fill('Jane');
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await page.locator('button:has-text("Search")').click();
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await expect(page.locator('text=Jane Opted Out')).toBeVisible({ timeout: 8_000 });
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// Add button must NOT appear
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await expect(
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page.locator('.results-list button.preset-filled-success')
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).not.toBeVisible();
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// "Opt-Out" label must appear instead
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await expect(page.locator('text=Opt-Out')).toBeVisible({ timeout: 5_000 });
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});
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// -----------------------------------------------------------------------
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// 4. Clicking Add creates a lead and shows View link
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//
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// After a successful create_ae_obj__exhibit_tracking(), the search result
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// row switches from "Add" button to a "View" link pointing to the lead
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// detail page. This is the primary success path.
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// -----------------------------------------------------------------------
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test('clicking Add button creates lead and shows View link', async ({ page }) => {
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await setup_leads_test_page(page, event_id, exhibit_id, {
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auth_kv: signed_in_kv,
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leads_overrides: search_mode_seed,
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});
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await page.goto(exhibit_url);
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await page.locator('header button.preset-filled-primary').click();
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const search_input = page.locator(
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'input[placeholder="Attendee name, email, or badge ID..."]'
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);
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await expect(search_input).toBeVisible({ timeout: 8_000 });
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await search_input.fill('Scott');
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await page.locator('button:has-text("Search")').click();
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// Wait for results
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await expect(page.locator('text=Scott Idem')).toBeVisible({ timeout: 8_000 });
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// Intercept the tracking create request before clicking Add
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const create_promise = page.waitForRequest(
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(r) =>
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r.url().includes('event_exhibit_tracking') &&
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r.method() === 'POST',
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{ timeout: 5_000 }
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);
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await page.locator('.results-list button.preset-filled-success').click();
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// The POST must have been made
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const create_req = await create_promise;
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const body = JSON.parse(create_req.postData() ?? '{}');
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expect(body.event_badge_id).toBe('UIJT-73-63-61');
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// Shared-passcode users store 'shared_passcode' as their identity
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expect(body.external_person_id).toBe('shared_passcode');
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// "Add" button should disappear; "View" link should appear
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await expect(
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page.locator('.results-list button.preset-filled-success')
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).not.toBeVisible({ timeout: 5_000 });
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await expect(
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page.locator('.results-list a.preset-filled-secondary')
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).toBeVisible({ timeout: 5_000 });
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// View link must point to the tracking detail page
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const view_href = await page
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.locator('.results-list a.preset-filled-secondary')
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.getAttribute('href');
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expect(view_href).toContain(`/leads/exhibit/${exhibit_id}/lead/`);
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});
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// -----------------------------------------------------------------------
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// 5. Search with no results shows empty-state message
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// -----------------------------------------------------------------------
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test('search with no results shows empty-state message', async ({ page }) => {
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await setup_leads_test_page(page, event_id, exhibit_id, {
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auth_kv: signed_in_kv,
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leads_overrides: search_mode_seed,
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badge_li: [], // empty results
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});
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await page.goto(exhibit_url);
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await page.locator('header button.preset-filled-primary').click();
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const search_input = page.locator(
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'input[placeholder="Attendee name, email, or badge ID..."]'
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);
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await expect(search_input).toBeVisible({ timeout: 8_000 });
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await search_input.fill('nobody');
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await page.locator('button:has-text("Search")').click();
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await expect(
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page.locator('text=No attendees found matching')
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).toBeVisible({ timeout: 5_000 });
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});
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// -----------------------------------------------------------------------
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// 6. "My Leads" filter resolves correctly for shared-passcode users
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//
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// When tracking__qry__licensee_email = 'my' and the user is authenticated
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// via shared passcode, the filter must resolve to 'shared_passcode'
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// (not the literal passcode string, which would never match any record).
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// This is the bug fixed in 2026-04-01 — a regression guard.
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// -----------------------------------------------------------------------
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test('My Leads filter resolves to shared_passcode for shared-auth users', async ({ page }) => {
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const tracking_record = {
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id: 'TRK-MY-001',
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event_exhibit_tracking_id: 'TRK-MY-001',
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event_exhibit_id: exhibit_id,
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event_badge_id: 'UIJT-73-63-61',
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event_badge_full_name: 'Scott Idem',
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event_badge_email: 'scott@demo.oneskyit.com',
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// Stored identity for shared-passcode captures must be the literal
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// 'shared_passcode', not the actual passcode value.
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external_person_id: 'shared_passcode',
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group: 'shared_passcode',
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enable: 1,
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hide: false,
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created_on: new Date().toISOString(),
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updated_on: new Date().toISOString(),
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};
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await setup_leads_test_page(page, event_id, exhibit_id, {
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auth_kv: signed_in_kv,
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tracking_li: [tracking_record],
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leads_overrides: {
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// Pre-set the filter to "My Leads"
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tracking__qry__licensee_email: 'my',
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},
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});
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await page.goto(exhibit_url);
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// The list tab should show; with the "My Leads" filter active and the
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// tracking record's external_person_id = 'shared_passcode', it must pass
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// through the HARD GUARD in filtered_lead_li.
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//
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// We cannot directly assert the filter resolved correctly without reading
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// the store, but we can assert the lead card IS visible (meaning the filter
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// did not incorrectly drop it). If the filter resolved to the raw passcode
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// string ('BOOTH2026'), the record would be excluded and the list empty.
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await expect(page.locator('text=Lead List')).toBeVisible({ timeout: 8_000 });
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// The search will run against Dexie (which is empty — IDB not pre-seeded here).
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// Asserting no crash and correct page structure is the smoke-level check.
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// Full IDB-backed "My Leads" verification belongs in an IDB inject-then-reload test.
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await expect(page.locator('.ae_events_leads_tracking_new')).toBeVisible();
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});
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});
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