snapshot of https://github.com/marmelab/atomic-crm.git (main, 2026-09-18; blobs > 131072B omitted)

e2e/adminAccountManagerFilter.spec.ts

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+import { expect, test } from "./fixtures";
+
+test.describe("admin filtering by account manager", () => {
+  test.beforeEach(async ({ createSales, createCompany, createContact }) => {
+    const admin = await createSales({
+      administrator: true,
+      email: "john@doe.com",
+      first_name: "John",
+      last_name: "Doe",
+      password: "password",
+    });
+
+    const teammate = await createSales({
+      email: "marie@curie.com",
+      first_name: "Marie",
+      last_name: "Curie",
+      password: "password",
+    });
+
+    const company = await createCompany({
+      name: "Smith Corp",
+      salesId: admin.id,
+    });
+
+    await createContact({
+      company_id: company.id,
+      first_name: "Ada",
+      last_name: "Lovelace",
+      sales_id: admin.id,
+      title: "CTO",
+    });
+
+    await createContact({
+      company_id: company.id,
+      first_name: "Grace",
+      last_name: "Hopper",
+      sales_id: teammate.id,
+      title: "Rear Admiral",
+    });
+  });
+
+  test("admin narrows the contact list down to a teammate's contacts", async ({
+    page,
+    isMobile,
+    menu,
+  }) => {
+    await page.goto("/");
+    await page.getByLabel("Email").fill("john@doe.com");
+    await page.getByLabel("Password").fill("password");
+    await page.getByRole("button", { name: "Sign in" }).click();
+
+    await menu.goToContacts();
+    await expect(page.getByText("Ada Lovelace")).toBeVisible();
+    await expect(page.getByText("Grace Hopper")).toBeVisible();
+
+    if (isMobile) {
+      await page.getByRole("button", { name: "Add filter" }).click();
+    }
+    await page.getByRole("button", { name: "Marie Curie" }).click();
+    if (isMobile) {
+      await page.getByRole("button", { name: "Confirm" }).click();
+    }
+
+    await expect(page.getByText("Grace Hopper")).toBeVisible();
+    await expect(page.getByText("Ada Lovelace")).toBeHidden();
+
+    if (isMobile) {
+      await page.getByRole("button", { name: "Add filter" }).click();
+    }
+    await page.getByRole("button", { name: "Marie Curie" }).click();
+    if (isMobile) {
+      await page.getByRole("button", { name: "Confirm" }).click();
+    }
+
+    await expect(page.getByText("Ada Lovelace")).toBeVisible();
+    await expect(page.getByText("Grace Hopper")).toBeVisible();
+  });
+
+  test("a non-admin user gets no account manager list", async ({
+    page,
+    isMobile,
+    menu,
+  }) => {
+    await page.goto("/");
+    await page.getByLabel("Email").fill("marie@curie.com");
+    await page.getByLabel("Password").fill("password");
+    await page.getByRole("button", { name: "Sign in" }).click();
+
+    await menu.goToContacts();
+    await expect(page.getByText("Grace Hopper")).toBeVisible();
+
+    if (isMobile) {
+      await page.getByRole("button", { name: "Add filter" }).click();
+    }
+    await expect(
+      page.getByRole("button", { name: "Me", exact: true }),
+    ).toBeVisible();
+    await expect(page.getByRole("button", { name: "John Doe" })).toBeHidden();
+  });
+});

e2e/bulkContactTags.spec.ts

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+import { test, expect } from "./fixtures";
+
+test("user adds a tag to several contacts", async ({
+  page,
+  isMobile,
+  createContact,
+  createSales,
+  menu,
+  dismissToast,
+}) => {
+  test.skip(isMobile, "Bulk tag is only available on desktop");
+
+  const sales = await createSales({
+    email: "john@doe.com",
+    first_name: "John",
+    last_name: "Doe",
+    password: "password",
+  });
+
+  await createContact({
+    first_name: "Ada",
+    last_name: "Lovelace",
+    sales_id: sales.id,
+    title: "CTO",
+  });
+  await createContact({
+    first_name: "Grace",
+    last_name: "Hopper",
+    sales_id: sales.id,
+    title: "Rear Admiral",
+  });
+
+  await page.goto("/");
+
+  await page.getByLabel("Email").fill("john@doe.com");
+  await page.getByLabel("Password").fill("password");
+  await page.getByRole("button", { name: "Sign in" }).click();
+
+  await expect(page).toHaveTitle(/Atomic CRM/);
+  await expect(page.getByRole("link", { name: "Contacts" })).toBeVisible();
+
+  await menu.goToContacts();
+  await expect(page.getByText("Ada Lovelace")).toBeVisible();
+  await expect(page.getByText("Grace Hopper")).toBeVisible();
+
+  const checkboxes = page.getByRole("checkbox");
+  await checkboxes.nth(1).click();
+  await page.getByRole("button", { name: /select all/i }).click();
+
+  await page.getByRole("button", { name: /^Tag$/ }).click();
+  await page.getByRole("button", { name: "Create new tag" }).click();
+  await page.getByLabel("Tag name").fill("Prospect");
+  await page.getByRole("button", { name: "Save" }).click();
+
+  await dismissToast("Tag added to 2 contacts");
+
+  await expect(
+    page.getByText("Grace Hopper").locator("xpath=ancestor::a[1]"),
+  ).toContainText("Prospect");
+  await expect(
+    page.getByText("Ada Lovelace").locator("xpath=ancestor::a[1]"),
+  ).toContainText("Prospect");
+});

e2e/fixtures.ts

@@ -0,0 +1,264 @@
+import { test as base, expect, type Page } from "@playwright/test";
+import { createClient } from "@supabase/supabase-js";
+
+const adminSupabase = createClient(
+  process.env.VITE_SUPABASE_URL ?? "http://127.0.0.1:54341",
+  process.env.SERVICE_ROLE_KEY!,
+  { auth: { autoRefreshToken: false, persistSession: false } },
+);
+
+// Tables in FK-safe deletion order (children before parents)
+const TABLES = [
+  "tasks",
+  "contact_notes",
+  "deal_notes",
+  "deals",
+  "contacts",
+  "companies",
+  "tags",
+  "favicons_excluded_domains",
+  "configuration",
+  "sales",
+];
+
+async function resetDb() {
+  for (const table of TABLES) {
+    // Supabase client delete need a where clause to get executed, so we use one that will match on all rows (id is not null)
+    await adminSupabase.from(table).delete().not("id", "is", null);
+  }
+
+  // Delete all auth users (cascades to sales via DB trigger)
+  const { data } = await adminSupabase.auth.admin.listUsers();
+  await Promise.all(
+    data.users.map((user) => adminSupabase.auth.admin.deleteUser(user.id)),
+  );
+}
+
+async function createUser({
+  email,
+  password,
+}: {
+  email: string;
+  password: string;
+}) {
+  const { data, error } = await adminSupabase.auth.admin.createUser({
+    email,
+    password,
+    email_confirm: true,
+  });
+
+  if (error) {
+    throw new Error(`Failed to create user: ${error.message}`);
+  }
+
+  return data.user;
+}
+
+async function createSales({
+  first_name,
+  last_name,
+  email,
+  password,
+  administrator = false,
+}: {
+  first_name: string;
+  last_name: string;
+  email: string;
+  password: string;
+  administrator?: boolean;
+}) {
+  const { data: userData, error: userError } =
+    await adminSupabase.auth.admin.createUser({
+      email,
+      password,
+      email_confirm: true,
+    });
+
+  if (userError) {
+    throw new Error(`Failed to create sales: ${userError.message}`);
+  }
+
+  const { data, error } = await adminSupabase
+    .from("sales")
+    .update({ first_name, last_name, administrator })
+    .eq("user_id", userData.user?.id)
+    .select()
+    .single();
+
+  if (error) {
+    throw new Error(`Failed to create sales: ${error.message}`);
+  }
+
+  return data;
+}
+
+async function createNotes({
+  contactId,
+  salesId,
+  notes,
+}: {
+  contactId: string | number;
+  salesId: string | number;
+  notes: {
+    text: string;
+    date?: string;
+    status?: "cold" | "warm" | "hot";
+  }[];
+}) {
+  if (notes.length === 0) return;
+
+  const { error } = await adminSupabase.from("contact_notes").insert(
+    notes.map(({ text, date, status = "cold" }) => ({
+      contact_id: contactId,
+      sales_id: salesId,
+      text,
+      date,
+      status,
+    })),
+  );
+
+  if (error) {
+    throw new Error(`Failed to create notes: ${error.message}`);
+  }
+}
+
+async function createCompany({
+  name,
+  salesId,
+}: {
+  name: string;
+  salesId: string | number;
+}) {
+  const { data, error } = await adminSupabase
+    .from("companies")
+    .insert({ name, sales_id: salesId })
+    .select("id")
+    .single();
+
+  if (error) {
+    throw new Error(`Failed to create company: ${error.message}`);
+  }
+
+  return data;
+}
+
+async function createContact({
+  first_name,
+  last_name,
+  title = "",
+  company_id = null,
+  sales_id,
+  notes = [],
+}: {
+  first_name: string;
+  last_name: string;
+  title?: string;
+  company_id?: string | number | null;
+  sales_id: string | number;
+  notes?: {
+    text: string;
+    date?: string;
+    status?: "cold" | "warm" | "hot";
+  }[];
+}) {
+  const { data, error } = await adminSupabase
+    .from("contacts")
+    .insert({
+      first_name,
+      last_name,
+      title,
+      company_id,
+      sales_id,
+      first_seen: new Date().toISOString(),
+      last_seen: new Date().toISOString(),
+      has_newsletter: false,
+      tags: [],
+      gender: "unknown",
+      status: "cold",
+      background: "",
+      email_jsonb: [],
+      phone_jsonb: [],
+    })
+    .select("id")
+    .single();
+
+  if (error) {
+    throw new Error(`Failed to create contact: ${error.message}`);
+  }
+
+  await createNotes({
+    contactId: data.id,
+    salesId: sales_id,
+    notes,
+  });
+
+  return data;
+}
+
+const getMenuMethod = ({ page }: { page: Page; isMobile: boolean }) => ({
+  goToDashboard: async () => {
+    await page.getByRole("link", { name: "Dashboard" }).click();
+    await page.waitForLoadState("networkidle");
+  },
+  goToContacts: async () => {
+    await page.getByRole("link", { name: "Contacts" }).click();
+    await page.waitForLoadState("networkidle");
+  },
+});
+
+const dismissToast = async (page: Page, content: string) => {
+  await expect(page.getByText(content)).toBeVisible();
+  await page.getByLabel("Close toast").first().click();
+  // Since we are in optimistic UI, dismissing the toast trigger the request to the api linked to the toast message
+  await page.waitForLoadState("networkidle");
+};
+
+export const test = base.extend<{
+  resetDb: void;
+  createUser: typeof createUser;
+  createSales: typeof createSales;
+  createCompany: typeof createCompany;
+  createContact: typeof createContact;
+  createNotes: typeof createNotes;
+  menu: ReturnType<typeof getMenuMethod>;
+  dismissToast: (content: string) => Promise<void>;
+}>({
+  resetDb: [
+    // The first argument to a Playwright fixture function must use object destructuring ({}) — _ is not allowed.
+    // Playwright uses this to statically analyze which fixtures are requested.
+    // eslint-disable-next-line no-empty-pattern
+    async ({}, use) => {
+      await resetDb();
+      await use();
+    },
+    { auto: true },
+  ],
+  // eslint-disable-next-line no-empty-pattern
+  createUser: async ({}, cb) => {
+    await cb(createUser);
+  },
+  // eslint-disable-next-line no-empty-pattern
+  createSales: async ({}, cb) => {
+    await cb(createSales);
+  },
+  // eslint-disable-next-line no-empty-pattern
+  createCompany: async ({}, cb) => {
+    await cb(createCompany);
+  },
+  // eslint-disable-next-line no-empty-pattern
+  createContact: async ({}, cb) => {
+    await cb(createContact);
+  },
+  // eslint-disable-next-line no-empty-pattern
+  createNotes: async ({}, cb) => {
+    await cb(createNotes);
+  },
+  menu: async ({ page, isMobile }, cb) => {
+    await cb(getMenuMethod({ page, isMobile }));
+  },
+  dismissToast: async ({ page }, cb) => {
+    await cb((content: string) => dismissToast(page, content));
+  },
+});
+
+export { expect };

e2e/onboarding.spec.ts

@@ -0,0 +1,110 @@
+import { test, expect } from "./fixtures";
+
+test("user onboarding", async ({ page, isMobile, menu, dismissToast }) => {
+  await page.goto("/");
+
+  // Expect a title "to contain" a substring.
+  await expect(page).toHaveTitle(/Atomic CRM/);
+  await expect(page.getByText("Welcome to Atomic CRM")).toBeVisible();
+
+  await page.getByLabel("First name").fill("John");
+  await page.getByLabel("Last name").fill("Doe");
+  await page.getByLabel("Email").fill("john@doe.com");
+  await page.getByLabel("Password").fill("password");
+  await page.getByRole("button", { name: "Create account" }).click();
+
+  await expect(page.getByText("What's next?")).toBeVisible();
+  await expect(page.getByText("1/3 done")).toBeVisible();
+  await expect(page.getByText("Install Atomic CRM")).toBeVisible();
+  await expect(page.getByText("Add your first contact")).toBeVisible();
+  await expect(page.getByText("Add your first note")).toBeVisible();
+  await expect(page.getByRole("button", { name: "Import data" })).toBeVisible();
+
+  await page
+    .getByRole(isMobile ? "button" : "link", { name: "Add contact" })
+    .click();
+  await page.waitForLoadState("networkidle");
+  await page.getByLabel("She/Her").click();
+  await page.getByLabel("First name").fill("Jane");
+  await page.getByLabel("Last name").fill("Smith");
+  await page.getByLabel("Title").fill("CEO");
+  await page.getByLabel("Company").click();
+  await page.getByPlaceholder("Search").fill("Smith Corp");
+  await page.getByText("Create Smith Corp").click();
+  await page
+    .getByRole("group", { name: "Email addresses" })
+    .getByRole("textbox", { name: "Email" })
+    .fill("jane@smithcorp.com");
+  await page
+    .getByRole("group", { name: "Email addresses" })
+    .getByRole("button", { name: "Add" })
+    .click();
+
+  await page
+    .getByRole("group", { name: "Phone numbers" })
+    .getByRole("textbox", { name: "Phone number" })
+    .fill("+1234567890");
+  await page
+    .getByRole("group", { name: "Phone numbers" })
+    .getByRole("button", { name: "Add" })
+    .click();
+
+  await page
+    .getByLabel("LinkedIn URL")
+    .fill("https://www.linkedin.com/in/jane-smith");
+
+  await page
+    .getByLabel("Background info (bio, how you met, etc)")
+    .fill("Met at a conference.");
+
+  await page.getByLabel("Has newsletter").check();
+
+  await expect(page.getByLabel("Account manager *")).toHaveText("John Doe");
+
+  await page.getByRole("button", { name: "Save" }).click();
+
+  await dismissToast("Element created");
+
+  await expect(page.locator(isMobile ? "h2" : "h5")).toHaveText("Jane Smith");
+  await expect(page.getByText("CEO at Smith Corp")).toBeVisible();
+
+  await menu.goToDashboard();
+  await page.waitForLoadState("networkidle");
+
+  await expect(page.getByText("2/3 done")).toBeVisible();
+
+  await page
+    .getByRole(isMobile ? "button" : "link", { name: "Add note" })
+    .click();
+
+  await page.waitForLoadState("networkidle");
+
+  await page.getByPlaceholder("Add a note").fill("This is a note about Jane.");
+  await page
+    .getByRole("button", { name: isMobile ? "Save" : "Add this note" })
+    .click();
+
+  await dismissToast("Note added");
+
+  await expect(
+    page.getByText(isMobile ? "Me" : "You added a note", { exact: false }),
+  ).toBeVisible();
+  await expect(page.getByText("This is a note about Jane.")).toBeVisible();
+
+  await menu.goToDashboard();
+
+  await page.waitForLoadState("networkidle");
+
+  await expect(page.getByText("Latest Activity")).toBeVisible();
+  await expect(
+    page.getByText("Latest Activity").locator("xpath=../.."),
+  ).toHaveText(/You added company Smith Corp today at/);
+
+  await expect(
+    page.getByText("Latest Activity").locator("xpath=../.."),
+  ).toHaveText(/You added Jane Smith to Smith Corp today at/);
+
+  await expect(
+    page.getByText("Latest Activity").locator("xpath=../.."),
+  ).toHaveText(/You added a note about Jane Smith today at/);
+});

e2e/userAddingATask.spec.ts

@@ -0,0 +1,97 @@
+import { expect, test } from "./fixtures";
+
+test.describe("user adding a task", () => {
+  test.beforeEach(async ({ createSales, createContact, createCompany }) => {
+    const sales = await createSales({
+      first_name: "John",
+      last_name: "Doe",
+      email: "john@doe.com",
+      password: "password",
+    });
+
+    const company = await createCompany({
+      name: "Smith Corp",
+      salesId: sales.id,
+    });
+
+    await createContact({
+      first_name: "Jane",
+      last_name: "Smith",
+      title: "CEO",
+      sales_id: sales.id,
+      company_id: company.id,
+      notes: [{ text: "Met at a conference." }],
+    });
+
+    await createContact({
+      first_name: "Bob",
+      last_name: "Johnson",
+      title: "CTO",
+      sales_id: sales.id,
+      company_id: company.id,
+    });
+
+    await createContact({
+      first_name: "Alice",
+      last_name: "Williams",
+      title: "CFO",
+      sales_id: sales.id,
+      company_id: company.id,
+    });
+  });
+  test("user adding a task", async ({ page, isMobile, menu, dismissToast }) => {
+    await page.goto("/");
+    await page.getByLabel("Email").fill("john@doe.com");
+    await page.getByLabel("Password").fill("password");
+    await page.getByRole("button", { name: "Sign in" }).click();
+
+    await expect(page).toHaveTitle(/Atomic CRM/);
+    await expect(page.getByText("Latest Activity")).toBeVisible();
+
+    await menu.goToContacts();
+    await page.waitForLoadState("networkidle");
+
+    await page.getByText("Jane Smith").click();
+    await page.waitForLoadState("networkidle");
+
+    if (isMobile) {
+      await page.getByRole("button", { name: "Create" }).click();
+      await page.getByRole("menuitem", { name: "Task" }).click();
+    } else {
+      await page.getByRole("button", { name: "Add Task" }).click();
+    }
+    await page.getByLabel("Description *").fill("Follow up with Jane");
+    await page.getByLabel("Due date").fill("2026-04-11T21:00");
+    await page.getByLabel("Type").click();
+    await page.getByRole("option", { name: "Call" }).click();
+
+    await page.getByRole("button", { name: "Save" }).click();
+
+    await dismissToast("Task added");
+
+    if (isMobile) {
+      await expect(page.getByText("1 task")).toBeVisible();
+      await page.getByText("1 task").click();
+
+      await expect(page.getByText("Follow up with Jane")).toBeVisible();
+      await expect(page.getByText("due 4/11/2026, 9:00:00 PM")).toBeVisible();
+    } else {
+      await expect(page.getByText("Tasks")).toBeVisible();
+
+      await expect(page.getByText("Tasks").locator("..")).toHaveText(
+        /Follow up with Jane/,
+      );
+      await menu.goToDashboard();
+
+      await expect(page.getByText("Upcoming Tasks")).toBeVisible();
+      await expect(
+        page.getByText("Upcoming Tasks").locator("../.."),
+      ).toHaveText(/Follow up with Jane/);
+      await expect(
+        page.getByText("Follow up with Jane").locator(".."),
+      ).toHaveText(
+        "Call Follow up with Janedue 4/11/2026, 9:00:00 PM (Re: Jane Smith)",
+      );
+    }
+  });
+});