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pn-new-crm/docs/audit-findings-tmp/01b-legacy-rendering-surfaces.md

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fix(audit): comprehensive 2026-05-15 audit fix wave + Documenso v2 polish Bundles the prior session's 50-task fix sweep (Documenso v2 + EOI/signing- progress redesign + env-to-admin migration + dev-mode banner) with the 2026-05-18 audit fix wave (3 CRITICAL, 14 HIGH, 28 MEDIUM, 6 LOW). CRITICAL (3): - C-01 interest-berths INNER JOIN -> LEFT JOIN so hard-deleted berths no longer silently drop interest links - C-02 /setup added to PUBLIC_PATHS; fresh-deploy bootstrap loop fixed - C-03 generic PATCH /interests/[id] no longer accepts pipelineStage — callers must go through /stage with the override-guard chain HIGH (14/15): - H-01 explicit ON DELETE on previously-implicit NO ACTION FKs across interests/documents/reservations/reminders/invoices (migration 0070) - H-02 login page reads ?redirect= param with same-origin guard - H-03 CRM invite token moves to URL fragment so it never lands in nginx access logs / Referer headers - H-04 Retry-After header on sign-in-by-identifier 429 (RFC 6585 §4) - H-05 toggleAccount writes an audit row - H-06 upsertSetting masks any value whose key ends with _encrypted - H-07 archiveClient cascade fires per-interest audit rows - H-08 createSalesTransporter applies SMTP_TIMEOUTS - H-09 AppShell stable children — viewport flip across breakpoint no longer destroys in-progress form drafts - H-10 portal documents page swaps Unicode glyph status icons for Lucide CheckCircle2/XCircle/Circle + aria-labels - H-12 list components swap alert(...) for toast.warning(...) - H-13 5 icon-only buttons gain aria-label - H-14 parseBody treats empty bodies as {} - H-15 admin layout renders a 403 panel instead of silent bounce - H-11 not applicable — mobile-search-overlay IS a mobile bottom-sheet MEDIUM (28+): - M-MT01-05 defense-in-depth port_id/parent-id filters on UPDATE/DELETE WHEREs across custom-fields, notes (all 6 entity types x update + delete), client-contacts, yacht ownerClient lookup, webhook reads - M-D01 documents-hub realtime event-name typo (file:created -> uploaded) - M-EM01 portal-auth emails thread through portId - M-EM02 sendEmail accepts cc/bcc params - M-EM04 notification_digest catalog key - M-IN01 portal presigned download URLs use 4h TTL - M-IN02 OpenAI client lazy-instantiated - M-IN04 stale pdfme refs updated to pdf-lib AcroForm - M-IN05 umami.testConnection returns tagged union - M-L01 reservations tenure_type unified with berths - M-L02 report-generators canonicalize stage values - M-AU01 audit log placeholder copy fixed - M-AU04 outcome_set / outcome_cleared distinct audit verbs - M-NEW-2 activity feed entity name+type separator - M-R01 portal allowlist narrowed + portal_session backstop in proxy - M-SC02 companies archived partial index - M-SC04 audit_logs.searchText documented as DB-managed - M-S01 storage_s3_access_key_encrypted admin field - M-U01 audit log empty state uses <EmptyState> - M-U09 invoice delete dialog -> <AlertDialog> - M-U10 toast.success on ClientForm + InterestForm create/edit - M-U11 settings-form-card logo preview alt text - M-U14 mobile topbar title on clients/yachts/interests/berths - M-U15 Invoices in mobile More-sheet LOW (6/8): - L-AU01 severity defaults for security-relevant verbs - L-AU02 +13 missing actions in admin audit filter - L-AU03 +7 missing entity types in admin audit filter - L-AU04 dead listAuditLogs stubbed - L-D02 CLAUDE.md Owner-wins chain tightened Bonus — Document detail polish (#67 partial, 3/6 deliverables): - state-aware action button per signer - watcher Add UI with display-name resolution - cleanSignerName cleanup Prior session work bundled in: - Documenso v2 webhook + envelope-ID normalization + sequential signing - SigningProgress UI redesign (avatars, per-signer state, timestamps) - env->admin settings registry + RegistryDrivenForm + encrypted creds - Embedded-signing card + Test connection + setup help - Dev-mode EMAIL_REDIRECT_TO banner - Pipeline rules admin page - Sales email config card - Audit log details Sheet - EOI tab: Finalising badge, absolute timestamps, sequential indicator - Notes pipeline_stage_at_creation (migration 0069) - Documenso numeric ID dual-key webhook (migration 0068) - Dimensions criterion copy (migration 0067) Tests: 1374/1374 vitest pass. tsc clean. lint clean. See docs/AUDIT-FIX-WAVE-2026-05-18.md for the full progress report and the user-input items still pending. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-18 13:28:50 +02:00
# L-002-011 Legacy Stage Rendering Surfaces — done in main thread (sub-agent context-thrashed)
**Headline:** Mostly clean. One LOW finding: report-generators stage rollup keys are raw enum without `LEGACY_STAGE_REMAP`/`canonicalizeStage` — defensive-coding gap if any active row drifts back to a legacy stage value (migration 0062 normalized, so this is theoretical).
**Counts:** 0 critical · 0 high · 0 medium · 1 low (defensive)
---
## 🟢 LOW L-008: Reports stage-revenue rollup uses raw `interests.pipelineStage` without `canonicalizeStage`
- **File:** `src/lib/services/report-generators.ts:71-76, 88-106, 124-138, 176-192`
- **What:** `stageRevenueMap[row.stage] = ...` and `pipelineWeights[row.stage]` use the raw enum value from the SQL `groupBy(interests.pipelineStage)`. No `canonicalizeStage()` wrap.
- **Why it matters:** Migration 0062 normalized historical data to modern values, so today active rows should all be in the 7-stage set and bucketing is correct. But if any leakage occurs (NocoDB re-import, partial migration on a future port, manual `psql` write), legacy values would be siloed into their own bucket and `pipelineWeights[legacy_value]` returns `undefined` → that bucket contributes 0 to the forecast. Silent.
- **Suggested fix:** Wrap row.stage with `canonicalizeStage(row.stage)` from `src/lib/utils/legacy-stage.ts` before keying into `stageRevenueMap` / `pipelineWeights`.
---
## ✅ Passing checks
- **L-002 audit log diff** — `audit-log-list.tsx` / `audit-log-card.tsx` don't render stage values at all (just field-name keys per agent #4's AU-08 finding). No raw-enum render path exists.
- **L-003 activity feed** — `src/components/dashboard/activity-feed.tsx:14,57` imports and uses `LEGACY_STAGE_REMAP` for the stage_change diff line.
- **L-004 email templates** — `src/lib/email/templates/notification-digest.tsx:24` `TYPE_LABELS` includes `eoi_signed` as a _notification type_ label (the doc-status event), not a pipeline stage. Legitimate.
- **L-005 Documenso payload** — `src/lib/services/documenso-payload.ts` and `src/lib/templates/merge-fields.ts` have zero `pipelineStage` / `pipeline_stage` references. EOI payload doesn't surface stage.
- **L-006 public berths status filter** — already verified clean by agent #7 (IN-17). `src/lib/services/public-berths.ts:90-97` `derivePublicStatus` only branches on `sold` / `under_offer` / else `available`. No legacy enum acceptance.
- **L-007 outbound webhook** — `webhook-dispatch.ts` is a passthrough; payload built at `interests.service.ts:919-934` (`emitToRoom` + `dispatchWebhookEvent`). New stage value is current modern (write-time enforcement). `oldStage` could be legacy if the row was historical, but that's the actual historical truth — informational.
- **L-009 search FTS on stages** — `interests` has no FTS GIN index at all (per agent #2's SC-04 finding); migration 0057 covers only clients/yachts/residential_clients. Stage searchability via FTS is moot. (SC-04 fix should add interests FTS — when added, the GENERATED expression should use `stageLabelFor` for the stage column.)
- **L-010 notifications** — `next-in-line-notify.service.ts:63-65` falls back to `i.pipelineStage.replace(/_/g, ' ')` when `STAGE_LABELS` lookup misses. STAGE_LABELS is the modern-only map; legacy values would render as "eoi signed" etc. Recommended switch to `stageLabelFor()` for legacy resilience, but: only fires for active interests where stage is modern, so functionally clean today.
- **L-011 CSV importers** — Only import services are `berth-import.ts` and `document-import.ts`; neither references `pipelineStage`. No CSV stage-import path exists, so no risk of legacy value re-entry through this vector.