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>

src/lib/email/index.ts

@@ -17,7 +17,7 @@ import { getPortEmailConfig, type PortEmailConfig } from '@/lib/services/port-co
 // worker concurrency slot for up to 2 min × 5 retry attempts = 10 min
 // per job. With concurrency 5, all slots can be starved by a single
 // flaky upstream. Explicit timeouts cap the worst case under a minute.
-const SMTP_TIMEOUTS = {
+export const SMTP_TIMEOUTS = {
   connectionTimeout: 10_000,
   greetingTimeout: 10_000,
   socketTimeout: 30_000,
@@ -123,6 +123,11 @@ export async function sendEmail(
   text?: string,
   portId?: string,
   attachments?: EmailAttachmentRef[],
+  // M-EM02: optional CC / BCC. Mirror the same EMAIL_REDIRECT_TO scrub
+  // as `to` so dev-mode redirects don't accidentally leak a CC outside
+  // the safety net.
+  cc?: string | string[],
+  bcc?: string | string[],
 ): Promise<nodemailer.SentMessageInfo> {
   const cfg = portId ? await getPortEmailConfig(portId) : null;
   const transporter = cfg ? createTransporterFromConfig(cfg) : createTransporter();
@@ -132,6 +137,11 @@ export async function sendEmail(
   const effectiveSubject = env.EMAIL_REDIRECT_TO
     ? `[redirected from ${requestedTo}] ${subject}`
     : subject;
+  // CC/BCC dropped entirely under EMAIL_REDIRECT_TO — the redirect target
+  // already gets the message; CCing additional recipients would defeat
+  // the dev safety net.
+  const effectiveCc = env.EMAIL_REDIRECT_TO ? undefined : cc;
+  const effectiveBcc = env.EMAIL_REDIRECT_TO ? undefined : bcc;
 
   const fromHeader =
     from ??
@@ -148,6 +158,8 @@ export async function sendEmail(
     html,
     ...(cfg?.replyTo ? { replyTo: cfg.replyTo } : {}),
     ...(text ? { text } : {}),
+    ...(effectiveCc ? { cc: effectiveCc } : {}),
+    ...(effectiveBcc ? { bcc: effectiveBcc } : {}),
     ...(resolvedAttachments.length > 0 ? { attachments: resolvedAttachments } : {}),
   });
 

src/lib/email/template-catalog.ts

@@ -22,6 +22,12 @@ export const TEMPLATE_KEYS = [
   'inquiry_sales_notification',
   'residential_inquiry_client_confirmation',
   'residential_inquiry_sales_alert',
+  // M-EM04: daily notification digest. The digest service previously
+  // resolved its subject via `'crm_invite' as any` because no entry
+  // existed; making it a first-class key removes the cast and lets
+  // admins override the subject from /admin/email like every other
+  // template.
+  'notification_digest',
 ] as const;
 
 export type TemplateKey = (typeof TEMPLATE_KEYS)[number];
@@ -95,6 +101,14 @@ export const TEMPLATE_CATALOG: Record<TemplateKey, TemplateMetadata> = {
     mergeTokens: ['portName', 'clientName', 'email', 'phone'],
     defaultSubject: 'New residential inquiry — {{clientName}}',
   },
+  notification_digest: {
+    key: 'notification_digest',
+    label: 'Notification digest',
+    description:
+      "Daily roll-up of a rep's pending notifications. Fires from the digest worker; respects per-user opt-out.",
+    mergeTokens: ['portName', 'recipientName', 'unreadCount'],
+    defaultSubject: 'Your {{portName}} CRM digest — {{unreadCount}} updates',
+  },
 };
 
 /** system_settings key for a template's subject override. */

src/lib/email/templates/document-signing.tsx

@@ -325,3 +325,76 @@ export async function signingReminderEmail(
     text,
   };
 }
+
+// ─── 4. Cancelled ─────────────────────────────────────────────────────────────
+
+interface CancelledData {
+  recipientName: string;
+  documentLabel: string;
+  portName: string;
+  /** Optional rep-authored reason. When null, the body explains the
+   *  cancellation without speculation; when set, the reason renders in
+   *  the same callout style as the invitation `customMessage`. */
+  reason?: string | null;
+}
+
+function CancelledBody({ data, accent }: { data: CancelledData; accent: string }) {
+  const greeting = `Dear ${data.recipientName},`;
+  return (
+    <>
+      <Text style={{ marginBottom: '14px', fontSize: '18px', fontWeight: 'bold', color: accent }}>
+        {data.documentLabel} cancelled
+      </Text>
+      <Text style={{ marginBottom: '14px', fontSize: '16px', lineHeight: '1.6' }}>{greeting}</Text>
+      <Text style={{ marginBottom: '18px', fontSize: '16px', lineHeight: '1.6' }}>
+        The {data.documentLabel} you were signing for {data.portName} has been cancelled. No further
+        action is required from you — any signing link previously sent is no longer valid.
+      </Text>
+      {data.reason ? (
+        <Text
+          style={{
+            margin: '20px 0',
+            fontSize: '15px',
+            lineHeight: '1.6',
+            color: '#444',
+            padding: '14px 18px',
+            background: '#f8f9fb',
+            borderLeft: `3px solid ${accent}`,
+            borderRadius: '4px',
+            whiteSpace: 'pre-wrap',
+          }}
+        >
+          {data.reason}
+        </Text>
+      ) : null}
+      <Text style={{ marginBottom: '18px', fontSize: '16px', lineHeight: '1.6' }}>
+        If you have any questions, please reach out to your representative at {data.portName}.
+      </Text>
+      <Hr style={{ border: 'none', borderTop: '1px solid #eee', margin: '24px 0 0' }} />
+      <Text style={{ fontSize: '16px', marginTop: '24px' }}>
+        Thank you,
+        <br />
+        <strong>The {data.portName} team</strong>
+      </Text>
+    </>
+  );
+}
+
+export async function signingCancelledEmail(
+  data: CancelledData,
+  overrides?: RenderOpts,
+): Promise<{ subject: string; html: string; text: string }> {
+  const accent = brandingPrimaryColor(overrides?.branding);
+  const subject = overrides?.subject
+    ? overrides.subject
+        .replace(/\{\{documentLabel\}\}/g, data.documentLabel)
+        .replace(/\{\{portName\}\}/g, data.portName)
+    : `${data.documentLabel} cancelled — ${data.portName}`;
+  const body = await render(<CancelledBody data={data} accent={accent} />, { pretty: false });
+  const text = `Dear ${data.recipientName},\n\nThe ${data.documentLabel} you were signing for ${data.portName} has been cancelled. No further action is required.${data.reason ? '\n\nReason: ' + data.reason : ''}\n\nThank you,\nThe ${data.portName} team`;
+  return {
+    subject,
+    html: renderShell({ title: subject, body, branding: overrides?.branding }),
+    text,
+  };
+}