Customer Portal Project

A modern customer portal where users can self-register, log in, browse & buy subscriptions, view/pay invoices, and manage support cases.

Architecture Overview

Systems of Record

• WHMCS: Billing, subscriptions, invoices, and authoritative address storage
• Salesforce: CRM (Accounts, Contacts, Cases) and order address snapshots
• Portal: Modern UI with backend for frontend (BFF) architecture

Identity Management

• Portal-native authentication (email + password, optional MFA)
• One-time WHMCS user verification with forced password reset
• User mapping: user_id ↔ whmcs_client_id ↔ sf_contact_id/sf_account_id

Tech Stack

Frontend (Portal UI)

• Next.js 15 with App Router
• Turbopack for ultra-fast development and builds
• React 19 with TypeScript
• Tailwind CSS with shadcn/ui components
• TanStack Query for data fetching and caching
• Zod for validation
• React Hook Form for form management

Backend (BFF API)

• NestJS 11 (Node 24 Current or 22 LTS)
• Prisma 6 ORM
• jsforce for Salesforce integration
• WHMCS API client
• BullMQ for async jobs with ioredis
• OpenAPI/Swagger for documentation

Logging

• Centralized structured logging via Pino using nestjs-pino in the BFF
• Sensitive fields are redacted; each request has a correlation ID
• Usage pattern in services:
  • Inject Logger from nestjs-pino: constructor(@Inject(Logger) private readonly logger: Logger) {}
  • Log with structured objects: this.logger.error('Message', { error })
  • See docs/LOGGING.md for full guidelines

Data & Infrastructure

• PostgreSQL 17 for users, ID mappings, and optional mirrors
• Redis 8 for cache and queues
• Docker for local development (Postgres/Redis)

Project Structure

new-portal-website/
├── apps/
│   ├── portal/            # Next.js 15 frontend (React 19, Tailwind, shadcn/ui)
│   └── bff/               # NestJS 11 backend (Prisma, BullMQ, OpenAPI)
├── packages/
│   └── shared/            # Shared types and utilities
├── scripts/
│   ├── dev/               # Development management scripts
│   └── prod/              # Production deployment scripts
├── compose-plesk.yaml     # Plesk Docker stack (proxy / and /api)
├── docs/                  # Comprehensive documentation
├── secrets/               # Private keys (git ignored)
├── .env.dev.example       # Development environment template
├── .env.production.example # Production environment template
├── package.json           # Root workspace configuration
├── pnpm-workspace.yaml    # pnpm workspace definition
└── README.md              # This file

Getting Started

Prerequisites

• Node.js: Version 22 (LTS) or 24 (Current) - specified in package.json engines
• pnpm: Version 10.0.0+ (managed via packageManager field)
• Docker & Docker Compose: For local PostgreSQL and Redis services
• Git: For version control

Quick Start (2 minutes)

1. Clone and Install Dependencies

   git clone <repository-url>
   cd new-portal-website
   pnpm install
   

2. Setup Environment

   # Copy development environment template
   cp .env.dev.example .env
   
   # Edit with your values (most defaults work for local development)
   nano .env
   

3. Start Development Environment

   # Start database and Redis services
   pnpm dev:start
   
   # In another terminal, start the applications with hot reload
   pnpm dev
   

4. Access Your Applications

   • Frontend: http://localhost:3000
   • Backend API: http://localhost:4000/api
   • API Documentation: http://localhost:4000/api/docs

Development Commands

# === Daily Development ===
pnpm dev:start          # Start PostgreSQL + Redis services
pnpm dev                # Start both apps with hot reload
pnpm dev:stop           # Stop all services

# === Database Management ===
pnpm dev:migrate        # Run database migrations
pnpm db:studio          # Open Prisma Studio (database GUI)
pnpm dev:tools          # Start admin tools (Adminer + Redis Commander)

# === Utilities ===
pnpm dev:status         # Check service status
pnpm dev:logs           # View service logs
pnpm dev:reset          # Reset development environment
pnpm lint               # Run linting across all packages
pnpm type-check         # Run TypeScript checks

Build and Export Images (for Plesk upload)

# Frontend
docker build -t portal-frontend:latest -f apps/portal/Dockerfile .
docker save -o portal-frontend.latest.tar portal-frontend:latest

# Backend
docker build -t portal-backend:latest -f apps/bff/Dockerfile .
docker save -o portal-backend.latest.tar portal-backend:latest

Upload the tar files in Plesk → Docker → Images → Upload, then deploy using compose-plesk.yaml as a stack.

Environment Configuration

• Local development: use the root .env (see .env.example).
• Plesk production: use split env files (no secrets under httpdocs).
  • Frontend: env/portal-frontend.env.sample → ensure NEXT_PUBLIC_API_BASE=/api
  • Backend: env/portal-backend.env.sample → ensure TRUST_PROXY=true, DB uses database:5432, Redis uses cache:6379
  • See PLESK_DEPLOYMENT.md for full instructions and proxy rule setup.

Key Environment Variables

# === Application ===
NODE_ENV=development
BFF_PORT=4000
NEXT_PORT=3000

# === Database & Cache ===
DATABASE_URL=postgresql://dev:dev@localhost:5432/portal_dev?schema=public
REDIS_URL=redis://localhost:6379

# === Frontend (exposed to browser) ===
NEXT_PUBLIC_API_BASE=http://localhost:4000
NEXT_PUBLIC_APP_NAME=Customer Portal (Dev)
NEXT_PUBLIC_ENABLE_DEVTOOLS=true

# === Security ===
JWT_SECRET=dev_secret_for_local_development_minimum_32_chars_long
BCRYPT_ROUNDS=10

# === External APIs (optional for basic development) ===
WHMCS_BASE_URL=https://demo.whmcs.com
WHMCS_API_IDENTIFIER=your_demo_identifier
WHMCS_API_SECRET=your_demo_secret
SF_LOGIN_URL=https://test.salesforce.com
SF_CLIENT_ID=your_dev_client_id
SF_PRIVATE_KEY_PATH=./secrets/sf-dev.key
SF_USERNAME=dev@yourcompany.com.sandbox

Salesforce Pub/Sub (Events)

# Enable Pub/Sub subscription for order provisioning
SF_EVENTS_ENABLED=true
SF_PROVISION_EVENT_CHANNEL=/event/Order_Fulfilment_Requested__e
SF_EVENTS_REPLAY=LATEST        # or ALL for retention replay
SF_PUBSUB_ENDPOINT=api.pubsub.salesforce.com:7443
SF_PUBSUB_NUM_REQUESTED=50     # flow control window

• Verify subscriber status: GET /health/sf-events
  • enabled: whether Pub/Sub is enabled
  • channel: topic name
  • replay.lastReplayId: last committed cursor
  • subscriber.status: connected | disconnected | unknown

Development Tools Access

When running pnpm dev:tools, you get access to:

• Adminer (Database GUI): http://localhost:8080
  • Server: postgres, User: dev, Password: dev, Database: portal_dev
• Redis Commander: http://localhost:8081
  • User: admin, Password: dev

Data Model

Core Tables (PostgreSQL)

• users - Portal user accounts with auth credentials
• id_mappings - Cross-system user ID mappings
• invoices_mirror - Optional WHMCS invoice cache
• subscriptions_mirror - Optional WHMCS service cache
• idempotency_keys - Prevent duplicate operations

API Surface (BFF)

Authentication

• POST /api/auth/signup - Create portal user → WHMCS AddClient → SF upsert
• POST /api/auth/login - Portal authentication
• POST /api/auth/link-whmcs - OIDC callback or ValidateLogin
• POST /api/auth/set-password - Required after WHMCS link

User Management

• GET /api/me - Current user profile
• GET /api/me/summary - Dashboard summary
• PATCH /api/me - Update profile
• PATCH /api/me/billing - Sync to WHMCS fields

Catalog & Orders

• GET /api/catalog - WHMCS GetProducts (cached 5-15m)
• POST /api/orders - WHMCS AddOrder with idempotency

Invoices

• GET /api/invoices - Paginated invoice list (cached 60-120s)
• GET /api/invoices/:id - Invoice details
• POST /api/invoices/:id/sso-link - WHMCS CreateSsoToken

Subscriptions

• GET /api/subscriptions - WHMCS GetClientsProducts

Support Cases (Salesforce)

• GET /api/cases - Cases list (cached 30-60s)
• GET /api/cases/:id - Case details
• POST /api/cases - Create new case

Webhooks

• POST /api/orders/:sfOrderId/fulfill - Secure Salesforce-initiated order fulfillment
• POST /api/webhooks/whmcs - WHMCS action hooks → update mirrors + bust cache

Frontend Pages

Initial Pages

• / - Dashboard (next invoice due, active subs, open cases)
• /billing/invoices - Invoice list
• /billing/invoices/[id] - Invoice details
• /subscriptions - Active subscriptions
• /support/cases - Support cases list
• /support/cases/[id] - Case details
• /support/new - Create new case
• /account/profile - User profile management
• /account/security - Security settings
• /auth/login - Sign in
• /auth/signup - Create account
• /auth/set-password - Set password after WHMCS link

Development Milestones

Milestone 1: Identity & Linking

• Portal login/signup
• One-time WHMCS verification
• Set new portal password
• Store id_mappings

Milestone 2: Billing

• Product catalog (GetProducts)
• Checkout (AddOrder)
• Invoice list/detail (GetInvoices)
• WHMCS SSO deep links

Milestone 3: Cases & Webhooks

• Salesforce case list/create
• WHMCS webhooks → cache bust + mirrors
• Nightly reconcile job (optional)

Security Features

• HTTPS only with HttpOnly/SameSite cookies
• Optional MFA for portal accounts
• Idempotency keys on all mutating operations
• Row-level security (user must own resources)
• PII minimization with encryption at rest/in transit
• No WHMCS/SF credentials exposed to browser

Caching Strategy

• Invoices: 60-120s per page; bust on WHMCS webhook
• Cases: 30-60s; bust after create/update
• Catalog: 5-15m; manual bust on changes
• Keys include user_id to prevent cross-user leakage

Troubleshooting

Common Issues

Port Already in Use

# Check what's using the port
lsof -i :3000  # or :4000, :5432, :6379
# Kill the process or change ports in .env

Database Connection Issues

# Check if PostgreSQL is running
pnpm dev:status
# Restart services
pnpm dev:restart
# Reset everything
pnpm dev:reset

Environment Variables Not Loading

• Ensure .env file exists in project root
• Restart applications after changing .env
• Check for typos in variable names
• Frontend variables must start with NEXT_PUBLIC_

Docker Issues

# Clean up Docker resources
docker system prune -f
# Rebuild containers
pnpm dev:stop && pnpm dev:start

pnpm Issues

# Clear pnpm cache
pnpm store prune
# Reinstall dependencies
rm -rf node_modules && pnpm install

Getting Help

1. Check the logs: pnpm dev:logs
2. Verify service status: pnpm dev:status
3. Review environment configuration in .env
4. Check the documentation in docs/ folder
5. Look for similar issues in the project's issue tracker

Documentation

• Getting Started - Detailed setup guide
• Development Guide - Quick reference for daily development
• Deployment Guide - Production deployment instructions
• Architecture - Code organization and conventions
• Logging - Logging configuration and best practices

Contributing

1. Setup Development Environment

   cp .env.dev.example .env
   pnpm install
   pnpm dev:start
   

2. Follow Code Standards

   • Run pnpm lint before committing
   • Use pnpm format to format code
   • Ensure pnpm type-check passes
   • Write tests for new features

3. Development Workflow

   • Create feature branches from main
   • Make small, focused commits
   • Update documentation as needed
   • Test thoroughly before submitting PRs

4. Code Quality

   • Follow TypeScript strict mode
   • Use proper error handling memory:6689308
   • Implement clean, minimal UI designs memory:6676820
   • Avoid 'V2' suffixes in service names memory:6676816

Documentation

📚 Complete Documentation - Full documentation index

Quick Links

• Getting Started - Setup and configuration
• Development Commands - Daily workflow
• Address System - Address management
• Product Catalog - SKU-based catalog
• Deployment Guide - Production deployment

Key Features

• ✅ Required address at signup - No incomplete profiles
• ✅ Order-type specific flows - Internet orders require verification
• ✅ Real-time WHMCS sync - Address updates
• ✅ Salesforce snapshots - Point-in-time order addresses
• ✅ Clean architecture - Modular, maintainable code

License

[Your License Here] See docs/RUNBOOK_PROVISIONING.md for the provisioning runbook.