---
phase: 04-rbac
plan: "02"
subsystem: auth
tags: [nextjs, nextauth, jwt, rbac, typescript, react, tanstack-query, shadcn, base-ui]

requires:
  - phase: 04-rbac-01
    provides: JWT auth verify endpoint returning role+tenant_ids, invitation accept endpoint, RBAC guards, portal auth module

provides:
  - Auth.js JWT carries role + tenant_ids + active_tenant_id (replaces is_admin)
  - Proxy (proxy.ts) enforces role-based redirects — operators silently redirected from restricted paths
  - Invite acceptance page at /invite/[token] (outside dashboard layout, no auth required)
  - Role-filtered sidebar nav — restricted items hidden not disabled
  - Tenant switcher updates JWT active_tenant_id without page reload
  - Impersonation banner with exit button when platform admin views as tenant
  - Per-tenant user management page with invite dialog and resend capability
  - Platform admin global user management page with cross-tenant table and filters

affects: [04-rbac-03]

tech-stack:
  added: []
  patterns:
    - "base-ui DialogTrigger uses render prop not asChild"
    - "base-ui Select onValueChange receives string | null (not string)"
    - "Controller from react-hook-form wraps base-ui Select for form integration"
    - "zod v4 z.enum() does not accept required_error param"
    - "Next.js 15 params is a Promise — unwrap with use() in client components"

key-files:
  created:
    - packages/portal/lib/auth-types.ts
    - packages/portal/components/tenant-switcher.tsx
    - packages/portal/components/impersonation-banner.tsx
    - packages/portal/app/invite/[token]/page.tsx
    - packages/portal/app/(dashboard)/users/page.tsx
    - packages/portal/app/(dashboard)/admin/users/page.tsx
  modified:
    - packages/portal/lib/auth.ts
    - packages/portal/proxy.ts
    - packages/portal/components/nav.tsx
    - packages/portal/app/(dashboard)/layout.tsx

key-decisions:
  - "base-ui DialogTrigger uses render prop pattern, not asChild — fixes TS error 'asChild does not exist'"
  - "base-ui Select onValueChange typed as (string | null) — filter handlers use ?? '' to coerce null"
  - "Invite page placed at app/invite/[token]/page.tsx (outside (dashboard) group) so unauthenticated users can access it"
  - "zod v4 enum validation drops required_error from params — just z.enum([...]) with no options object"

patterns-established:
  - "Role-based nav filtering: navItems carry allowedRoles array, filtered at render time via useSession"
  - "Tenant switcher calls Auth.js update() which triggers jwt callback with trigger=update"
  - "Impersonation stored as impersonating_tenant_id in JWT — cleared via update({impersonating_tenant_id: null})"
  - "Page-level TanStack Query hooks: useQuery/useMutation defined inline above the page component"

requirements-completed:
  - RBAC-05
  - RBAC-04
  - RBAC-01

duration: 5min
completed: 2026-03-24
---

# Phase 4 Plan 02: Portal RBAC Integration Summary

**Role-based portal with Auth.js JWT carrying role+tenants, operator path restrictions, tenant switcher, impersonation banner, invite acceptance page, and user management pages**

## Performance

- **Duration:** ~5 min
- **Started:** 2026-03-24T23:02:53Z
- **Completed:** 2026-03-24T23:07:17Z
- **Tasks:** 3
- **Files modified:** 9 (4 modified, 5 created from scratch + 3 new pages)

## Accomplishments

- JWT now carries role + tenant_ids + active_tenant_id; proxy enforces role-based redirects silently
- Tenant switcher updates active_tenant_id in JWT without page reload, invalidates TanStack Query cache
- Three new pages: invite acceptance (public), per-tenant users, platform admin global users

## Task Commits

1. **Tasks 1+2: Auth.js JWT + nav + tenant switcher + impersonation banner** - `fcb1166` (feat)
2. **Task 3: Invite acceptance page + user management pages** - `744cf79` (feat)

## Files Created/Modified

- `packages/portal/lib/auth-types.ts` - Module augmentation: role, tenant_ids, active_tenant_id in JWT/Session/User types
- `packages/portal/lib/auth.ts` - JWT callbacks carry role+tenants, trigger=update for tenant switch and impersonation clear
- `packages/portal/proxy.ts` - /invite public, customer_operator restricted from billing/users/admin, role-based landing page
- `packages/portal/components/nav.tsx` - Role-filtered nav with Users and Platform admin items
- `packages/portal/components/tenant-switcher.tsx` - Multi-tenant dropdown, Auth.js update() + queryClient invalidation
- `packages/portal/components/impersonation-banner.tsx` - Fixed amber banner with exit button
- `packages/portal/app/(dashboard)/layout.tsx` - Integrates ImpersonationBanner and TenantSwitcher
- `packages/portal/app/invite/[token]/page.tsx` - Password form, POST /api/portal/invitations/accept, redirect to /login
- `packages/portal/app/(dashboard)/users/page.tsx` - Tenant user list, invite dialog, resend pending invitations
- `packages/portal/app/(dashboard)/admin/users/page.tsx` - Cross-tenant user table, tenant+role filters, invite with tenant selector

## Decisions Made

- `base-ui DialogTrigger` uses `render` prop not `asChild` — the shadcn components are base-ui based, not Radix
- `base-ui Select onValueChange` typed as `(string | null)` — filter state setters use `?? ""` to coerce null
- `zod v4` `z.enum()` does not accept `required_error` option — removed from both user pages
- Next.js 15 `params` is a Promise in page components — unwrap with `use(params)` per decision from Phase 3

## Deviations from Plan

### Auto-fixed Issues

**1. [Rule 1 - Bug] Fixed base-ui component API incompatibilities**
- **Found during:** Task 3 (TypeScript compilation)
- **Issue:** Code written using Radix/shadcn API conventions (`asChild`, `onValueChange: (string) => void`, `required_error` in zod enum). The portal uses base-ui primitives which have different APIs.
- **Fix:** Replaced `DialogTrigger asChild` with `DialogTrigger render={<Button>}`. Wrapped `Select` with `Controller` from react-hook-form. Changed filter `onValueChange` handlers to use `?? ""`. Removed `required_error` from `z.enum()` calls.
- **Files modified:** `app/(dashboard)/users/page.tsx`, `app/(dashboard)/admin/users/page.tsx`
- **Verification:** `npx tsc --noEmit` passes with zero errors
- **Committed in:** `744cf79` (Task 3 commit)

---

**Total deviations:** 1 auto-fixed (Rule 1 - Bug)
**Impact on plan:** Auto-fix necessary for TypeScript compilation. No scope creep — same functionality, correct component APIs.

## Issues Encountered

- Tasks 1 and 2 files (`auth.ts`, `auth-types.ts`, `proxy.ts`, `nav.tsx`, `tenant-switcher.tsx`, `impersonation-banner.tsx`, `layout.tsx`) were already fully implemented from Plan 01 execution. Verified TypeScript clean and committed the staged changes.

## User Setup Required

None - no external service configuration required.

## Next Phase Readiness

- Portal RBAC is fully wired: JWT contains role+tenants, proxy enforces access, nav filters by role
- User management pages exist and are wired to expected API endpoints
- Plan 03 needs to implement the backend API endpoints: `GET /api/portal/tenants/{id}/users`, `GET /api/portal/admin/users`, `POST /api/portal/invitations/{id}/resend`
- Invite acceptance page wired to `POST /api/portal/invitations/accept` (implemented in Plan 01)

---
*Phase: 04-rbac*
*Completed: 2026-03-24*

## Self-Check: PASSED

- All 9 portal files confirmed present on disk
- Commit fcb1166 (Tasks 1+2) confirmed in git log
- Commit 744cf79 (Task 3) confirmed in git log
- TypeScript compiles clean (zero errors)
