Merge pull request #1274 from PicPeak/fix/1261-crm-invitation-visibility

fix(crm): tell the admin whether a customer's invitation actually went out (#1261)

backend/src/services/customerAccountsService.js

@@ -126,7 +126,16 @@ async function createInvitation({ email, invitedById, prefill }) {
     .first();
   if (existingCustomer && existingCustomer.password_hash) {
     // Already-active customer with this email — duplicate, reject.
-    throw new ConflictError('A customer account with this email already exists', 'email');
+    //
+    // Carries the same code the send-invite route uses for its own
+    // already-active check (#1261). Both conflicts are 409 and both can mean
+    // "this address already has portal access" — the route reads the customer
+    // before this recheck runs, so an invitation accepted in between lands
+    // here instead — and a caller that cannot tell the two apart ends up
+    // telling the admin to cancel an invitation acceptance already closed.
+    const err = new ConflictError('A customer account with this email already exists', 'email');
+    err.code = 'CUSTOMER_ALREADY_ACTIVE';
+    throw err;
   }
   // If the existing customer is PASSIVE (password_hash IS NULL), this
   // is the "promote to active" path: the admin clicked "Send portal
@@ -139,7 +148,9 @@ async function createInvitation({ email, invitedById, prefill }) {
     .where('expires_at', '>', new Date())
     .first();
   if (pendingInvite) {
-    throw new ConflictError('A pending invitation already exists for this email', 'email');
+    const err = new ConflictError('A pending invitation already exists for this email', 'email');
+    err.code = 'INVITATION_ALREADY_PENDING';
+    throw err;
   }
 
   // 64-char hex = 32 bytes = 256 bits of entropy. Same as admin invites.

frontend/src/components/admin/InlineCustomerCreate.tsx

@@ -16,6 +16,11 @@
  * stays saved (passive) and a warning toast asks the admin to retry
  * from the customer detail page.
  *
+ * #1261 — the toasts here say what actually happened rather than what was
+ * intended. Two calls means three outcomes, and the middle one used to be
+ * indistinguishable from success: the invitation email is only QUEUED, so
+ * "invitation sent" was a claim this code cannot make.
+ *
  * Field set mirrors the customer detail page so admins see the same
  * shape regardless of where they're editing.
  */
@@ -182,10 +187,41 @@ export const InlineCustomerCreate: React.FC<Props> = ({ onCreated, onCancel, mod
         try {
           await customerAdminService.sendInvite(customer.id);
           toast.success(t('customers.create.savedActiveToast',
-            'Customer created and portal invitation sent.'));
+            'Customer created and portal invitation queued. It is sent by the email queue — check System health if it does not arrive.'));
         } catch (err: any) {
-          toast.warn(t('customers.create.inviteFailedToast',
-            'Customer saved (passive). Invitation email failed — retry from the customer detail page.'));
+          // Four different things reach this branch and they need four
+          // different answers. Only ONE of them means "nothing happened, go
+          // ahead and retry" — every other message that says so sends the
+          // admin into a retry that then 409s.
+          const status = err?.response?.status;
+          const code = err?.response?.data?.code;
+
+          if (code === 'CUSTOMER_ALREADY_ACTIVE') {
+            // This address already has portal access — either the route's own
+            // check, or an invitation accepted between it and the service's
+            // recheck. Nothing to cancel, nothing to resend.
+            toast.info(t('customers.create.inviteAlreadyActiveToast',
+              'Customer saved. This address already has portal access, so no invitation was needed.'));
+          } else if (status === 409) {
+            // An invitation for this address is already open and the RE-invite
+            // was refused. The customer IS invited.
+            toast.warn(t('customers.create.inviteAlreadyPendingToast',
+              'Customer saved. An invitation for this address is already open — cancel it on the Invitations tab before sending a new one.'));
+          } else if (!err?.response || status >= 500) {
+            // No response (dropped connection, timeout) or a server error.
+            // Neither says the invitation was not created: createInvitation
+            // inserts the customer_invitations row and only then queues the
+            // email, without a transaction, so a 500 out of the queueing step
+            // leaves an open invitation behind. Asserting a clean failure here
+            // sends the admin into a retry that 409s and still queues nothing.
+            toast.warn(t('customers.create.inviteUnconfirmedToast',
+              'Customer saved, but the invitation could not be confirmed — check the Invitations tab before sending another.'));
+          } else {
+            // A 4xx that is not a conflict: validation, permissions, no such
+            // customer. The request was rejected before anything was written.
+            toast.warn(t('customers.create.inviteFailedToast',
+              'Customer saved as PASSIVE — no invitation went out. Retry "Send portal invitation" from the customer detail page.'));
+          }
           // eslint-disable-next-line no-console
           console.warn('sendInvite failed', err);
         }

frontend/src/i18n/locales/de.json

@@ -4874,10 +4874,13 @@
       "saveAsPassive": "Als passiven Kunden speichern",
       "saveAndInvite": "Speichern & Portal-Einladung senden",
       "savedPassiveToast": "Passiver Kunde erstellt.",
-      "savedActiveToast": "Kunde erstellt und Portal-Einladung gesendet.",
-      "inviteFailedToast": "Kunde gespeichert (passiv). Einladungs-E-Mail fehlgeschlagen — bitte aus dem Kundendetail erneut versuchen.",
+      "savedActiveToast": "Kunde angelegt und Portal-Einladung eingereiht. Der Versand läuft über die E-Mail-Warteschlange — prüfen Sie den Systemzustand, falls sie nicht ankommt.",
+      "inviteFailedToast": "Kunde als PASSIV gespeichert — es ging keine Einladung raus. Wiederholen Sie „Portal-Einladung senden“ auf der Kundendetailseite.",
       "emailRequired": "Eine gültige E-Mail-Adresse ist erforderlich.",
-      "nameRequired": "Geben Sie mindestens einen Firmennamen oder einen Ansprechpartner an."
+      "nameRequired": "Geben Sie mindestens einen Firmennamen oder einen Ansprechpartner an.",
+      "inviteAlreadyPendingToast": "Kunde gespeichert. Für diese Adresse ist bereits eine Einladung offen — stornieren Sie sie im Tab „Einladungen“, bevor Sie eine neue senden.",
+      "inviteAlreadyActiveToast": "Kunde gespeichert. Diese Adresse hat bereits Portalzugang, eine Einladung war nicht nötig.",
+      "inviteUnconfirmedToast": "Kunde gespeichert, aber die Einladung ist unbestätigt — prüfen Sie den Tab „Einladungen“, bevor Sie erneut senden."
     },
     "passive": {
       "badge": "Passiv — nur Admin",
@@ -5071,6 +5074,10 @@
       "addedN_other": "{{count}} hinzugefügt",
       "removedN_one": "{{count}} entfernt",
       "removedN_other": "{{count}} entfernt"
+    },
+    "invitePending": {
+      "badge": "Einladung offen",
+      "hint": "Für diese Adresse ist ein Einladungslink offen und noch nicht angenommen. Das ist kein Beleg dafür, dass die E-Mail angekommen ist — prüfen Sie den Systemzustand, falls der Kunde nichts erhalten hat."
     }
   },
   "clients": {

frontend/src/i18n/locales/en.json

@@ -4874,10 +4874,13 @@
       "saveAsPassive": "Save as passive customer",
       "saveAndInvite": "Save & send portal invitation",
       "savedPassiveToast": "Passive customer created.",
-      "savedActiveToast": "Customer created and portal invitation sent.",
-      "inviteFailedToast": "Customer saved (passive). Invitation email failed — retry from the customer detail page.",
+      "savedActiveToast": "Customer created and portal invitation queued. It is sent by the email queue — check System health if it does not arrive.",
+      "inviteFailedToast": "Customer saved as PASSIVE — no invitation went out. Retry \"Send portal invitation\" from the customer detail page.",
       "emailRequired": "A valid email is required.",
-      "nameRequired": "Enter at least a company name or a contact name."
+      "nameRequired": "Enter at least a company name or a contact name.",
+      "inviteAlreadyPendingToast": "Customer saved. An invitation for this address is already open — cancel it on the Invitations tab before sending a new one.",
+      "inviteAlreadyActiveToast": "Customer saved. This address already has portal access, so no invitation was needed.",
+      "inviteUnconfirmedToast": "Customer saved, but the invitation could not be confirmed — check the Invitations tab before sending another."
     },
     "passive": {
       "badge": "Passive — admin only",
@@ -5071,6 +5074,10 @@
       "addedN_other": "{{count}} added",
       "removedN_one": "{{count}} removed",
       "removedN_other": "{{count}} removed"
+    },
+    "invitePending": {
+      "badge": "Invitation pending",
+      "hint": "An invitation link for this address is open and has not been accepted. That is not proof the email reached them — check System health if they say it never arrived."
     }
   },
   "clients": {

frontend/src/pages/admin/CustomerManagementPage.tsx

@@ -19,7 +19,7 @@ import { Link } from 'react-router-dom';
 import { useQuery, useQueryClient } from '@tanstack/react-query';
 import { useTranslation } from 'react-i18next';
 import {
-  UserPlus, UserCog, Trash2, Search, X, AlertTriangle, CheckCircle2, Clock,
+  UserPlus, UserCog, Trash2, Search, X, AlertTriangle, CheckCircle2, Clock, MailCheck,
 } from 'lucide-react';
 import { InlineCustomerCreate } from '../../components/admin/InlineCustomerCreate';
 import { useMutationWithToast } from '../../hooks';
@@ -89,6 +89,18 @@ export const CustomerManagementPage: React.FC = () => {
     );
   }, [customers, debouncedTerm]);
 
+  // #1261 — the "Invite customer" flow is createDirect-then-sendInvite, so a
+  // customer whose second call never landed is left looking identical to one
+  // the admin deliberately created as passive. Both showed only
+  // "Passive — admin only", and there was nothing on this row to tell them
+  // apart. Cross-reference the invitations we already fetch (the endpoint
+  // returns unaccepted, unexpired ones) so an invited customer says so.
+  const pendingInviteByEmail = useMemo(() => {
+    const map = new Map<string, CustomerInvitationSummary>();
+    for (const i of invitations || []) map.set(i.email.trim().toLowerCase(), i);
+    return map;
+  }, [invitations]);
+
   const filteredInvitations = useMemo(() => {
     const list = invitations || [];
     if (!debouncedTerm.trim()) return list;
@@ -239,11 +251,28 @@ export const CustomerManagementPage: React.FC = () => {
                               status badge sits on its own line so a
                               passive deactivated customer can still
                               show both states clearly. */}
-                          {c.isPassive && (
-                            <span className="inline-flex items-center gap-1 text-[11px] px-1.5 py-0.5 rounded bg-neutral-100 dark:bg-neutral-800 text-neutral-700 dark:text-neutral-300">
-                              {t('customers.passive.badge', 'Passive — admin only')}
-                            </span>
-                          )}
+                          {c.isPassive && (() => {
+                            const invite = pendingInviteByEmail.get(c.email.trim().toLowerCase());
+                            return invite ? (
+                              <span
+                                className="inline-flex items-center gap-1 text-[11px] px-1.5 py-0.5 rounded bg-blue-100 dark:bg-blue-900/40 text-blue-800 dark:text-blue-300"
+                                // Deliberately describes the invitation ROW, not a
+                                // delivery. createInvitation inserts the row and then
+                                // queues the email without a transaction, so an open
+                                // invitation does not prove an email_queue row exists,
+                                // let alone that anything was delivered.
+                                title={t('customers.invitePending.hint',
+                                  'An invitation link for this address is open and has not been accepted. That is not proof the email reached them — check System health if they say it never arrived.') as string}
+                              >
+                                <MailCheck className="w-3 h-3" />
+                                {t('customers.invitePending.badge', 'Invitation pending')}
+                              </span>
+                            ) : (
+                              <span className="inline-flex items-center gap-1 text-[11px] px-1.5 py-0.5 rounded bg-neutral-100 dark:bg-neutral-800 text-neutral-700 dark:text-neutral-300">
+                                {t('customers.passive.badge', 'Passive — admin only')}
+                              </span>
+                            );
+                          })()}
                         </div>
                       </td>
                       <td className="px-3 py-3 text-right">

frontend/src/pages/admin/__tests__/customerInvitationVisibility.test.tsx

@@ -0,0 +1,301 @@
+/**
+ * "Invite customer" is two calls: createDirect, then sendInvite. When the
+ * second one doesn't land, what's left behind is a passive customer — and the
+ * customers table rendered that identically to one the admin created as
+ * passive on purpose. Both showed "Passive — admin only", so the row could not
+ * answer the only question the admin had: did the invitation go out? (#1261)
+ */
+import React from 'react';
+import { describe, it, expect, vi, beforeEach } from 'vitest';
+import { render, screen, waitFor } from '@testing-library/react';
+import userEvent from '@testing-library/user-event';
+import { MemoryRouter } from 'react-router-dom';
+import { QueryClient, QueryClientProvider } from '@tanstack/react-query';
+
+vi.mock('react-i18next', async () => {
+  const actual = await vi.importActual<typeof import('react-i18next')>('react-i18next');
+  return {
+    ...actual,
+    useTranslation: () => ({
+      t: (k: string, fb?: unknown) => (typeof fb === 'string' ? fb : k),
+      i18n: { language: 'en' },
+    }),
+  };
+});
+
+vi.mock('react-toastify', () => ({
+  toast: { success: vi.fn(), warn: vi.fn(), error: vi.fn(), info: vi.fn() },
+}));
+import { toast } from 'react-toastify';
+const toastSuccess = toast.success as ReturnType<typeof vi.fn>;
+const toastWarn = toast.warn as ReturnType<typeof vi.fn>;
+const toastInfo = toast.info as ReturnType<typeof vi.fn>;
+
+vi.mock('../../../contexts/PermissionsContext', () => ({
+  usePermissions: () => ({
+    hasPermission: () => true,
+    hasAnyPermission: () => true,
+    hasAllPermissions: () => true,
+    isSuperAdmin: true,
+    isLoading: false,
+  }),
+}));
+
+const list = vi.fn();
+const listInvitations = vi.fn();
+const createDirect = vi.fn();
+const sendInvite = vi.fn();
+vi.mock('../../../services/customerAdmin.service', () => ({
+  customerAdminService: {
+    list: (...a: unknown[]) => list(...a),
+    listInvitations: (...a: unknown[]) => listInvitations(...a),
+    createDirect: (...a: unknown[]) => createDirect(...a),
+    sendInvite: (...a: unknown[]) => sendInvite(...a),
+    deactivate: vi.fn(),
+    cancelInvitation: vi.fn(),
+  },
+}));
+
+vi.mock('../../../services/businessProfile.service', () => ({
+  businessProfileService: { get: vi.fn().mockResolvedValue({ profile: {} }) },
+}));
+
+import { CustomerManagementPage } from '../CustomerManagementPage';
+import { InlineCustomerCreate } from '../../../components/admin/InlineCustomerCreate';
+
+const customer = (id: number, email: string, extra: Record<string, unknown> = {}) => ({
+  id,
+  email,
+  displayName: `Customer ${id}`,
+  firstName: null,
+  lastName: null,
+  salutation: null,
+  companyName: null,
+  isActive: true,
+  isPassive: true,
+  eventCount: 0,
+  lastLogin: null,
+  ...extra,
+});
+
+const invitation = (id: number, email: string) => ({
+  id,
+  email,
+  expiresAt: '2026-12-01T00:00:00.000Z',
+  createdAt: '2026-09-01T00:00:00.000Z',
+  invitedBy: 'admin',
+});
+
+function renderWith(node: React.ReactElement) {
+  const qc = new QueryClient({ defaultOptions: { queries: { retry: false } } });
+  return render(
+    <QueryClientProvider client={qc}>
+      <MemoryRouter>{node}</MemoryRouter>
+    </QueryClientProvider>,
+  );
+}
+
+beforeEach(() => {
+  vi.clearAllMocks();
+  listInvitations.mockResolvedValue([]);
+  list.mockResolvedValue([]);
+});
+
+describe('CustomerManagementPage — invited vs merely passive (#1261)', () => {
+  it('marks a passive customer who has an open invitation', async () => {
+    list.mockResolvedValue([customer(1, '[email protected]')]);
+    listInvitations.mockResolvedValue([invitation(9, '[email protected]')]);
+
+    renderWith(<CustomerManagementPage />);
+
+    expect(await screen.findByText('Invitation pending')).toBeTruthy();
+    expect(screen.queryByText('Passive — admin only')).toBeNull();
+  });
+
+  it('leaves a passive customer with no invitation reading as passive', async () => {
+    list.mockResolvedValue([customer(2, '[email protected]')]);
+    listInvitations.mockResolvedValue([]);
+
+    renderWith(<CustomerManagementPage />);
+
+    expect(await screen.findByText('Passive — admin only')).toBeTruthy();
+    expect(screen.queryByText('Invitation pending')).toBeNull();
+  });
+
+  it('matches the invitation regardless of address casing', async () => {
+    // customer_invitations stores the address lowercased; customer_accounts
+    // preserves what the admin typed. A case-sensitive match would show every
+    // mixed-case customer as never invited.
+    list.mockResolvedValue([customer(3, '[email protected]')]);
+    listInvitations.mockResolvedValue([invitation(11, '[email protected]')]);
+
+    renderWith(<CustomerManagementPage />);
+
+    expect(await screen.findByText('Invitation pending')).toBeTruthy();
+  });
+
+  it('does not mark an active customer, who needs no invitation', async () => {
+    list.mockResolvedValue([customer(4, '[email protected]', { isPassive: false })]);
+    listInvitations.mockResolvedValue([invitation(12, '[email protected]')]);
+
+    renderWith(<CustomerManagementPage />);
+
+    await screen.findByText('Customer 4');
+    expect(screen.queryByText('Invitation pending')).toBeNull();
+  });
+});
+
+describe('InlineCustomerCreate — what the toast may claim (#1261)', () => {
+  const fill = async () => {
+    await userEvent.type(screen.getByPlaceholderText('[email protected]'), '[email protected]');
+    await userEvent.type(screen.getByLabelText(/Company name/i), 'Acme');
+  };
+
+  it('says queued, not sent — this code cannot know it was delivered', async () => {
+    createDirect.mockResolvedValue({ id: 5, email: '[email protected]' });
+    sendInvite.mockResolvedValue({ id: 1, email: '[email protected]', expiresAt: 'x' });
+
+    renderWith(<InlineCustomerCreate mode="invite" onCreated={() => {}} onCancel={() => {}} />);
+    await fill();
+    await userEvent.click(screen.getByRole('button', { name: /Save & send portal invitation/i }));
+
+    await waitFor(() => expect(toastSuccess).toHaveBeenCalled());
+    const message = String(toastSuccess.mock.calls[0][0]);
+    expect(message).toMatch(/queued/i);
+    expect(message).not.toMatch(/invitation sent/i);
+  });
+
+  it('says the customer is PASSIVE when the invitation was cleanly rejected', async () => {
+    // A 400 is the shape where "no invitation went out, retry" is true: the
+    // request never got as far as writing anything. Round 2 moved 5xx out of
+    // this branch, because a 500 can leave an invitation row behind.
+    createDirect.mockResolvedValue({ id: 6, email: '[email protected]' });
+    sendInvite.mockRejectedValue({ response: { status: 400, data: {} } });
+
+    renderWith(<InlineCustomerCreate mode="invite" onCreated={() => {}} onCancel={() => {}} />);
+    await fill();
+    await userEvent.click(screen.getByRole('button', { name: /Save & send portal invitation/i }));
+
+    await waitFor(() => expect(toastWarn).toHaveBeenCalled());
+    expect(String(toastWarn.mock.calls[0][0])).toMatch(/PASSIVE/);
+    expect(toastSuccess).not.toHaveBeenCalled();
+  });
+
+  it('distinguishes a 409 — the customer IS invited, the re-invite was refused', async () => {
+    createDirect.mockResolvedValue({ id: 7, email: '[email protected]' });
+    sendInvite.mockRejectedValue({ response: { status: 409 } });
+
+    renderWith(<InlineCustomerCreate mode="invite" onCreated={() => {}} onCancel={() => {}} />);
+    await fill();
+    await userEvent.click(screen.getByRole('button', { name: /Save & send portal invitation/i }));
+
+    await waitFor(() => expect(toastWarn).toHaveBeenCalled());
+    const message = String(toastWarn.mock.calls[0][0]);
+    expect(message).toMatch(/already open/i);
+    expect(message).not.toMatch(/PASSIVE/);
+  });
+
+  it('separates CUSTOMER_ALREADY_ACTIVE from a pending-invitation 409', async () => {
+    // Codex review round 1. Both conflicts are 409. This one means an open
+    // invitation was accepted between createDirect and sendInvite, so there is
+    // no invitation row to cancel — sending the admin to the Invitations tab
+    // points them at something that does not exist.
+    createDirect.mockResolvedValue({ id: 8, email: '[email protected]' });
+    sendInvite.mockRejectedValue({
+      response: { status: 409, data: { code: 'CUSTOMER_ALREADY_ACTIVE' } },
+    });
+
+    renderWith(<InlineCustomerCreate mode="invite" onCreated={() => {}} onCancel={() => {}} />);
+    await fill();
+    await userEvent.click(screen.getByRole('button', { name: /Save & send portal invitation/i }));
+
+    await waitFor(() => expect(toastInfo).toHaveBeenCalled());
+    const message = String(toastInfo.mock.calls[0][0]);
+    expect(message).toMatch(/already has portal access/i);
+    expect(message).not.toMatch(/Invitations tab/i);
+    expect(toastWarn).not.toHaveBeenCalled();
+  });
+
+  it('stays indeterminate on a 5xx — the invitation row may already exist', async () => {
+    // Codex review round 2. createInvitation inserts customer_invitations and
+    // only then queues the email, with no transaction around the pair, so a
+    // 500 out of the queueing step leaves an open invitation behind. Telling
+    // the admin to retry sends them into a 409 that still queues nothing.
+    createDirect.mockResolvedValue({ id: 11, email: '[email protected]' });
+    sendInvite.mockRejectedValue({ response: { status: 500, data: {} } });
+
+    renderWith(<InlineCustomerCreate mode="invite" onCreated={() => {}} onCancel={() => {}} />);
+    await fill();
+    await userEvent.click(screen.getByRole('button', { name: /Save & send portal invitation/i }));
+
+    await waitFor(() => expect(toastWarn).toHaveBeenCalled());
+    const message = String(toastWarn.mock.calls[0][0]);
+    expect(message).toMatch(/could not be confirmed/i);
+    expect(message).not.toMatch(/PASSIVE/);
+  });
+
+  it('still calls a plain 4xx a clean failure, where retrying is right', async () => {
+    // The one case where "nothing happened, go ahead and retry" is true: the
+    // request was rejected before anything was written.
+    createDirect.mockResolvedValue({ id: 12, email: '[email protected]' });
+    sendInvite.mockRejectedValue({ response: { status: 403, data: {} } });
+
+    renderWith(<InlineCustomerCreate mode="invite" onCreated={() => {}} onCancel={() => {}} />);
+    await fill();
+    await userEvent.click(screen.getByRole('button', { name: /Save & send portal invitation/i }));
+
+    await waitFor(() => expect(toastWarn).toHaveBeenCalled());
+    expect(String(toastWarn.mock.calls[0][0])).toMatch(/PASSIVE/);
+  });
+
+  it('reads the service-level already-active 409, not just the route-level one', async () => {
+    // Codex review round 2. createInvitation's own recheck throws
+    // ConflictError, which used to serialise as code CONFLICT — indistinguishable
+    // from the pending-invitation conflict, so the admin was told to cancel an
+    // invitation that acceptance had already closed. The service now labels it.
+    createDirect.mockResolvedValue({ id: 13, email: '[email protected]' });
+    sendInvite.mockRejectedValue({
+      response: { status: 409, data: { code: 'CUSTOMER_ALREADY_ACTIVE', error: 'A customer account with this email already exists' } },
+    });
+
+    renderWith(<InlineCustomerCreate mode="invite" onCreated={() => {}} onCancel={() => {}} />);
+    await fill();
+    await userEvent.click(screen.getByRole('button', { name: /Save & send portal invitation/i }));
+
+    await waitFor(() => expect(toastInfo).toHaveBeenCalled());
+    expect(String(toastInfo.mock.calls[0][0])).toMatch(/already has portal access/i);
+    expect(toastWarn).not.toHaveBeenCalled();
+  });
+
+  it('stays indeterminate when the server never answered', async () => {
+    // Codex review round 1. A dropped connection or timeout rejects with no
+    // `response`, but the request may have succeeded server-side. Declaring
+    // "no invitation went out" sends the admin into a retry that then 409s.
+    createDirect.mockResolvedValue({ id: 9, email: '[email protected]' });
+    sendInvite.mockRejectedValue(new Error('Network Error'));
+
+    renderWith(<InlineCustomerCreate mode="invite" onCreated={() => {}} onCancel={() => {}} />);
+    await fill();
+    await userEvent.click(screen.getByRole('button', { name: /Save & send portal invitation/i }));
+
+    await waitFor(() => expect(toastWarn).toHaveBeenCalled());
+    const message = String(toastWarn.mock.calls[0][0]);
+    expect(message).toMatch(/could not be confirmed/i);
+    expect(message).not.toMatch(/PASSIVE/);
+  });
+
+  it('does not claim the invitation email was delivered', async () => {
+    // createInvitation inserts the customer_invitations row and only then
+    // queues the email, without a transaction — so an open invitation is not
+    // evidence that an email_queue row exists, let alone that it was sent.
+    list.mockResolvedValue([customer(10, '[email protected]')]);
+    listInvitations.mockResolvedValue([invitation(20, '[email protected]')]);
+
+    renderWith(<CustomerManagementPage />);
+
+    const badge = await screen.findByText('Invitation pending');
+    const tooltip = badge.getAttribute('title') || badge.closest('[title]')?.getAttribute('title') || '';
+    expect(tooltip).not.toMatch(/invitation sent/i);
+    expect(tooltip).toMatch(/not proof/i);
+  });
+});