chore(hardening): maintenance jobs, defense-in-depth, redis-backed public rate limit

- maintenance worker now expires GDPR export bundles (db row + MinIO object)
  on the gdpr_exports.expires_at boundary, plus 90-day retention sweep on
  ai_usage_ledger; both jobs scheduled daily.
- portId scoping added to listClientRelationships and listClientExports
  (defense-in-depth — parent-resource gates already prevent cross-tenant
  reads, but service layer should enforce on its own).
- SELECT FOR UPDATE on parent client/company row inside add/update address
  transactions to serialize concurrent isPrimary toggles.
- public /interests + /residential-inquiries endpoints swap their
  in-memory ipHits maps for the redis sliding-window limiter via the
  new rateLimiters.publicForm config (5/hr/IP), so the cap survives
  restarts and is shared across worker processes.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

src/lib/queue/scheduler.ts

@@ -52,6 +52,11 @@ export async function registerRecurringJobs(): Promise<void> {
     { queue: 'maintenance', name: 'alerts-evaluate', pattern: '*/5 * * * *' },
     // Phase B: analytics snapshot warm
     { queue: 'maintenance', name: 'analytics-refresh', pattern: '*/15 * * * *' },
+
+    // Phase 3d: GDPR Article 17 — actually delete expired export bundles
+    { queue: 'maintenance', name: 'gdpr-export-cleanup', pattern: '0 4 * * *' },
+    // Phase 3b: AI usage ledger retention (90-day rolling window)
+    { queue: 'maintenance', name: 'ai-usage-retention', pattern: '0 5 * * *' },
   ];
 
   for (const job of recurring) {

src/lib/queue/workers/maintenance.ts

@@ -1,12 +1,19 @@
 import { Worker, type Job } from 'bullmq';
-import { and, eq, lt } from 'drizzle-orm';
+import { and, eq, lt, isNotNull } from 'drizzle-orm';
 
 import type { ConnectionOptions } from 'bullmq';
 import { db } from '@/lib/db';
 import { formSubmissions } from '@/lib/db/schema/documents';
+import { gdprExports } from '@/lib/db/schema/gdpr';
+import { aiUsageLedger } from '@/lib/db/schema/ai-usage';
+import { env } from '@/lib/env';
 import { logger } from '@/lib/logger';
+import { minioClient } from '@/lib/minio';
 import { QUEUE_CONFIGS } from '@/lib/queue';
 
+/** AI usage rows older than this are deleted by the retention job. */
+const AI_USAGE_RETENTION_DAYS = 90;
+
 export const maintenanceWorker = new Worker(
   'maintenance',
   async (job: Job) => {
@@ -59,6 +66,54 @@ export const maintenanceWorker = new Worker(
         logger.info({ expenseId, matchedId: matchedId ?? null }, 'expense-dedup-scan complete');
         break;
       }
+      case 'gdpr-export-cleanup': {
+        // GDPR Article 17 (right to erasure): when an export expires we must
+        // actually delete the bytes, not just mark a flag. Pulls every row
+        // past expiresAt with a storage_key, removes the MinIO object, then
+        // deletes the row.
+        const expired = await db
+          .select({ id: gdprExports.id, storageKey: gdprExports.storageKey })
+          .from(gdprExports)
+          .where(
+            and(
+              isNotNull(gdprExports.expiresAt),
+              lt(gdprExports.expiresAt, new Date()),
+              isNotNull(gdprExports.storageKey),
+            ),
+          );
+
+        let removed = 0;
+        let failed = 0;
+        for (const row of expired) {
+          try {
+            if (row.storageKey) {
+              await minioClient.removeObject(env.MINIO_BUCKET, row.storageKey);
+            }
+            await db.delete(gdprExports).where(eq(gdprExports.id, row.id));
+            removed++;
+          } catch (err) {
+            failed++;
+            logger.warn({ err, exportId: row.id }, 'Failed to clean up GDPR export');
+          }
+        }
+        logger.info({ removed, failed, total: expired.length }, 'GDPR export cleanup complete');
+        break;
+      }
+      case 'ai-usage-retention': {
+        // Trim ai_usage_ledger to the retention window. Older rows aren't
+        // useful for budget rollups (which always operate on the current
+        // period) and bloat both the table and admin breakdown queries.
+        const cutoff = new Date(Date.now() - AI_USAGE_RETENTION_DAYS * 24 * 60 * 60 * 1000);
+        const result = await db
+          .delete(aiUsageLedger)
+          .where(lt(aiUsageLedger.createdAt, cutoff))
+          .returning({ id: aiUsageLedger.id });
+        logger.info(
+          { deleted: result.length, retentionDays: AI_USAGE_RETENTION_DAYS },
+          'AI usage retention sweep complete',
+        );
+        break;
+      }
       default:
         logger.warn({ jobName: job.name }, 'Unknown maintenance job');
     }

src/lib/rate-limit.ts

@@ -83,6 +83,8 @@ export const rateLimiters = {
   ai: { windowMs: 60 * 1000, max: 60, keyPrefix: 'ai' },
   /** Data exports (GDPR bundle, PDF, CSV): 30 per hour per user. */
   exports: { windowMs: 60 * 60 * 1000, max: 30, keyPrefix: 'export' },
+  /** Public unauthenticated form posts (interest, residential inquiry): 5 per hour per IP. */
+  publicForm: { windowMs: 60 * 60 * 1000, max: 5, keyPrefix: 'publicform' },
 } as const satisfies Record<string, RateLimitConfig>;
 
 export type RateLimiterName = keyof typeof rateLimiters;

src/lib/services/clients.service.ts

@@ -45,8 +45,7 @@ export async function listClients(portId: string, query: ListClientsInput) {
     filters.push(eq(clients.source, source));
   }
   if (nationality) {
-    // Filter accepts an ISO-3166-1 alpha-2 code; legacy free-text matching is
-    // gone after the i18n column drop.
+    // Filter accepts an ISO-3166-1 alpha-2 code.
     filters.push(eq(clients.nationalityIso, nationality.toUpperCase()));
   }
   if (tagIds && tagIds.length > 0) {
@@ -516,8 +515,14 @@ export async function addClientAddress(
   if (!client || client.portId !== portId) throw new NotFoundError('Client');
 
   // The unique partial index requires us to demote any existing primary
-  // before inserting a new one, in a single transaction.
+  // before inserting a new one. We grab a row lock on the client to
+  // serialize concurrent primary-toggle requests against the same client —
+  // without this, two simultaneous "isPrimary=true" inserts can both
+  // observe "no existing primary" and one trips the unique index with a
+  // 5xx instead of being safely ordered.
   const address = await withTransaction(async (tx) => {
+    await tx.select({ id: clients.id }).from(clients).where(eq(clients.id, clientId)).for('update');
+
     const wantsPrimary = data.isPrimary ?? false;
     if (wantsPrimary) {
       await tx
@@ -576,6 +581,9 @@ export async function updateClientAddress(
   if (!existing) throw new NotFoundError('Address');
 
   const updated = await withTransaction(async (tx) => {
+    // Lock the client row to serialize primary-toggle changes — see addClientAddress.
+    await tx.select({ id: clients.id }).from(clients).where(eq(clients.id, clientId)).for('update');
+
     if (data.isPrimary === true && !existing.isPrimary) {
       await tx
         .update(clientAddresses)
@@ -658,7 +666,8 @@ export async function listRelationships(clientId: string, portId: string) {
   if (!client || client.portId !== portId) throw new NotFoundError('Client');
 
   return db.query.clientRelationships.findMany({
-    where: (r, { or, eq }) => or(eq(r.clientAId, clientId), eq(r.clientBId, clientId)),
+    where: (r, { and, or, eq }) =>
+      and(eq(r.portId, portId), or(eq(r.clientAId, clientId), eq(r.clientBId, clientId))),
   });
 }
 

src/lib/services/companies.service.ts

@@ -416,6 +416,13 @@ export async function addCompanyAddress(
   if (!company || company.portId !== portId) throw new NotFoundError('Company');
 
   const address = await withTransaction(async (tx) => {
+    // Lock the company row to serialize concurrent primary-toggle requests.
+    await tx
+      .select({ id: companies.id })
+      .from(companies)
+      .where(eq(companies.id, companyId))
+      .for('update');
+
     const wantsPrimary = data.isPrimary ?? false;
     if (wantsPrimary) {
       await tx
@@ -474,6 +481,13 @@ export async function updateCompanyAddress(
   if (!existing) throw new NotFoundError('Address');
 
   const updated = await withTransaction(async (tx) => {
+    // Lock the company row to serialize primary-toggle changes.
+    await tx
+      .select({ id: companies.id })
+      .from(companies)
+      .where(eq(companies.id, companyId))
+      .for('update');
+
     if (data.isPrimary === true && !existing.isPrimary) {
       await tx
         .update(companyAddresses)

src/lib/services/gdpr-export.service.ts

@@ -246,7 +246,7 @@ export async function listClientExports(clientId: string, portId: string) {
   if (!client || client.portId !== portId) throw new NotFoundError('Client');
 
   return db.query.gdprExports.findMany({
-    where: eq(gdprExports.clientId, clientId),
+    where: and(eq(gdprExports.clientId, clientId), eq(gdprExports.portId, portId)),
     orderBy: (t, { desc }) => [desc(t.createdAt)],
     limit: 25,
   });