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pn-new-crm/docs/audit-findings-tmp/05-documents-files.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
# Documents/Files Audit (D-01-22) — agent #5
**Headline:** Structurally solid across all 22 checks. One medium real-time event mismatch + 2 low documentation divergences.
**Counts:** 0 critical · 0 high · 1 medium · 2 low · 19 passing
---
## 🟡 MEDIUM D-01/02/03: Real-time invalidation event name mismatch after upload
- **File:** `src/components/documents/documents-hub.tsx:141`
- **What:** Hub subscribes to `'file:created': [['files']]`, but emitter (`files.ts:128`) and socket-events type def (`events.ts:264`) use `'file:uploaded'`.
- **Why it matters:** After remote upload (other session, webhook auto-deposit), hub Files sections don't auto-refresh. Local `FolderDropZone` upload bypasses this via direct `queryClient.invalidateQueries`, but remote uploads invisible until reload.
- **Suggested fix:** Change line 141 to `'file:uploaded': [['files']]` to match `client-files-tab.tsx:32`, `company-files-tab.tsx:32`, `interest-documents-tab.tsx:62`.
## 🟢 LOW D-13: HubRootView has 2 sections, not 3
- **File:** `src/components/documents/hub-root-view.tsx:50-100`
- **What:** Spec says 3 cards; component renders 2 ("Signing in progress" + "Recent files"). Doc-only.
- **Suggested fix:** Update CLAUDE.md to "2 sections."
## 🟢 LOW D-16: `interest.yachtId` branch in chain doc spec doesn't exist in code
- **File:** `src/lib/services/documents.service.ts:1225-1251`
- **What:** Spec is `doc.clientId ?? .companyId ?? .yachtId ?? interest.clientId ?? interest.yachtId`. Code stops at `interest.clientId` because `interests.clientId` is NOT NULL — so the yachtId fallback is unreachable. Comment line 1239 explains.
- **Suggested fix:** Update CLAUDE.md to drop the unreachable trailing branch, or annotate with `// unreachable: interests.clientId is NOT NULL`.
---
## ✅ Passing checks
- D-01 A16 fix verified — `formStr()` returns `undefined` (not `null`) for absent FormData fields; root upload omits `folderId` correctly
- D-02 entity-folder drag-drop carries `folderId`+`entityType`+`entityId`+typed FK
- D-03 file picker dialog passes `folderId` (null for root) correctly
- D-04 PDF inline preview via `PdfViewer` lazy-loaded
- D-05 image inline preview + lightbox via `<img>` for jpeg/png/gif/webp
- D-06 Word/Excel: `FileGrid` gates "Preview" with `PREVIEWABLE_MIMES.has(...)` so only "Download" shows; `FilePreviewDialog` never opened
- D-07 download endpoint wraps with `withPermission('files', 'view', ...)`; `getFileById` enforces port via `file.portId !== portId`
- D-08 `deleteFolderSoftRescue` (`src/lib/services/document-folders.service.ts:294-337`) wrapped in `db.transaction()`, re-parents folders + documents + files explicitly (no CASCADE)
- D-09 `syncEntityFolderName` called in updateClient (clients.service.ts:554), updateCompany (companies.service.ts:187), updateYacht (yachts.service.ts:167)
- D-10 `moveFolder` cycle prevention: rejects self at line 213, `pg_advisory_xact_lock` per port (line 233), walks ancestor chain with `seen` set, checks `cursor === folderId` at each step
- D-11 `assertNotSystemManaged` called in renameFolder (line 172), moveFolder (line 217), deleteFolderSoftRescue (line 299)
- D-12 `listFilesAggregatedByEntity` walks Client↔Companies (via companyMemberships INNER JOIN companies on portId)↔Yachts; cap 20 + total
- D-14 EntityFolderView uses `useAggregatedWorkflows` (filters to INFLIGHT_STATUSES `['draft','sent','partially_signed']`); files with `signedFromDocumentId` show "View signing details"
- D-15 `GET /api/v1/documents/[id]/signing-details` returns `{ data: { workflow, signers, events } }`; `getDocumentById` enforces portId
- D-16 idempotency: outer gate `doc.status === 'completed' && doc.signedFileId` returns; inner `SELECT ... FOR UPDATE` re-check inside transaction
- D-17 Defense-in-depth port at every join: `companies` INNER JOIN with `portId` (line 451), `clients` INNER JOIN with `portId` (line 497), `yachts/files` WHERE portId everywhere, LEFT JOIN `documents` with `or(eq(documents.portId, portId), isNull(documents.id))` (line 588-590). companyMemberships has no portId column but is port-scoped via INNER JOIN to companies/clients
- D-18 `?folder=<uuid>` URL state — three-state (absent → undefined hub root, `=root` → null, `=<uuid>` → uuid); `decodeFolderParam`/`encodeFolderParam` symmetric; deep folder works
- D-19 `ensureEntityFolder` race-safety: fast-path re-SELECT before insert; two distinct catch branches for `uniq_document_folders_entity` (re-SELECT winner) and `uniq_document_folders_sibling_name` (increment suffix)
- D-20 magic-byte: `bufferMatchesMime` in files.ts:58 covers 8 MIME types in-server; presign-PUT only used by berth-pdf/brochure (both stream first 5 bytes + `isPdfMagic()`)
- D-21 filename HTML-escape (`document-sends.service.ts:415-422`)
- D-22 `streamAttachmentOrLink` size-threshold + 24h presigned URL fallback; `fallbackToLinkReason: 'size_above_threshold'` audited