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pn-new-crm/docs/audit-findings-tmp/08-perf-behavioral.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
# Performance + Behavioral Audit (P-05/09/13/14, B-01-22) — agent #8
**Headline:** 1 critical (B-01 INNER JOIN drops hard-deleted berth links), 1 high (B-16 AppShell remount destroys form state), 1 medium (P-09a leading-wildcard ILIKE), 17 clean.
**Counts:** 1 critical · 1 high · 1 medium · 1 low · 17 passing
---
## 🔴 CRITICAL B-01: Hard-deleted berth causes silent data loss across interest surfaces
- **File:** `src/lib/services/interest-berths.service.ts:55` (`getPrimaryBerth`), `:87` (`getPrimaryBerthsForInterests`), `:140` (`listBerthsForInterest`)
- **What:** All three helpers use `INNER JOIN berths ON berths.id = interestBerths.berthId`. When a berth is hard-deleted, the INNER JOIN silently drops the link.
- **Why it matters:** Interest detail page shows `berthId: null`, `berthMooringNumber: null`. Kanban card shows no berth chip. EOI generation produces empty field. `archiveInterest` path that calls `getPrimaryBerth` before evaluating berth rule returns null and **skips the rule entirely**.
- **Suggested fix:** Change all three `INNER JOIN` to `LEFT JOIN berths`. Callers already handle `null` mooringNumber. Add service-layer guard preventing hard-delete of berths with `interest_berths` rows (require unlink or soft-archive first).
## 🟠 HIGH B-16: AppShell remounts children on breakpoint crossing, destroying form state
- **File:** `src/components/layout/app-shell.tsx:58-70`
- **What:** When `isMobile` flips on resize, the shell switches between `<MobileLayout>{children}</MobileLayout>` and the desktop `<div>...{children}...</div>`. React unmounts and remounts `children`, destroying any in-progress `useState` form drafts including `InlineEditableField`.
- **Why it matters:** A user editing a client name on desktop who resizes past the mobile breakpoint loses unsaved draft text. Multi-step modal forms (reconcile wizard) open during resize get unmounted.
- **Suggested fix:** Wrap shared content with stable `key`, or use CSS-only responsive layout so the children subtree never remounts. Alternatively `key={isMobile ? 'mobile' : 'desktop'}` only on the shell wrappers with `children` stable via Portal.
## 🟡 MEDIUM P-09a: Leading-wildcard ILIKE in `buildListQuery` prevents index use
- **File:** `src/lib/db/query-builder.ts`
- **What:** List search uses `ILIKE '%term%'` with leading wildcard, defeating B-tree and trigram-prefix indexes.
- **Why it matters:** Sequential scan on high-cardinality text columns; degrades at scale.
- **Suggested fix:** Migrate to `pg_trgm` GIN indexes on the searched columns, or move to FTS via existing `search_text` GIN where one exists.
## 🟢 LOW P-14: List endpoint `limit` allows up to 1000 rows
- **File:** `src/lib/api/list-query.ts`
- **What:** Generic list cap = 1000. Audit log is bounded to 200 with cursor pagination (better pattern).
- **Why it matters:** A 1000-row response with relations can blow the 256 KB budget.
- **Suggested fix:** Lower default cap to ~100; require explicit cursor pagination beyond.
---
## ✅ Passing checks
- P-05 No N+1 — all secondary fetches batched via `inArray`
- P-13 Audit FTS uses `to_tsvector('simple')` + GIN index + `plainto_tsquery('simple')` consistently (`src/lib/services/audit-search.service.ts`, migration `0014_black_banshee.sql`)
- B-02 Sara Laurent contract-without-yachtId renders correctly (overview tab guards yacht section; stage-gate only fires on `changeInterestStage`)
- B-03 `activeInterestsWhere` (`src/lib/services/active-interest.ts`) used in listInterestsForBoard, getInterestStageCounts, listBerths reconcile, recommender CTE
- B-04 / B-05 `formatBerthRange` correct: single (`A1`), contiguous (`A1-A3`), non-contiguous (`A1, A3`), cross-pontoon (`A1-A2, B5-B7`), dedup, non-canonical pass-through
- B-07 Tier B fires only when `activeInterestCount===0 && lostCount>0`; `lost_count` aggregates `LIKE 'lost%' OR cancelled`; heat scoring gated by `tier === 'B'`; fall-through policy enforces cooldown/never_auto_recommend
- B-08 `withPermission` (`src/lib/api/helpers.ts:328-340`) writes `permission_denied` audit row before 403 (fire-and-forget `void`)
- B-09 Same-stage no-op `if (existing.pipelineStage === data.pipelineStage) return STAGE_NOOP;` early-returns before DB/audit/socket (`src/lib/services/interests.service.ts:847-849`)
- B-10 Documenso webhook handles empty body / malformed JSON via try/catch returning `{ ok: false }` 200 + warning log (`src/app/api/webhooks/documenso/route.ts:176-182, 202`)
- B-11 `status_override_mode` transitions (null/manual/automated) all have audit coverage; reconcile clears to null, rules engine writes 'automated', admin UI writes 'manual'
- B-13 Catch-up wizard `pipelineStage === 'contract'` sends `outcome: 'won'` (`src/components/berths/catch-up-wizard.tsx:120`); reconcile route validates `z.enum(['won']).optional()`
- B-17 Bulk-add berths wizard step state persists in `BulkAddBerthsWizard`'s `useState`; no remount between steps
- B-18 NotesList handles 6 entity types (clients/interests/yachts/companies/residential_clients/residential_interests); `companyNotes.updatedAt` substituted via `createdAt` per CLAUDE.md
- B-19 `InlineEditableField` present on client/yacht/company/interest/residential-client/residential-interest/berth tabs (11 files)
- B-22 `markExternallySigned` (`src/lib/services/external-signing.service.ts:68-72`) updates `{ docStatus: 'signed', updatedAt: now }`. Note: catalog said "documentId=null, signedAt=now" but interests table has no such columns — the service is correct relative to schema.