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>
This commit is contained in:
2026-05-18 13:28:50 +02:00
parent 397dbd1490
commit 4b5f85cb7d
158 changed files with 12255 additions and 1303 deletions

View File

@@ -11,7 +11,14 @@ function makeContext(overrides?: Partial<EoiContext>): EoiContext {
nationality: 'US',
primaryEmail: 'alice@example.com',
primaryPhone: '+1-555-0100',
address: { street: '123 Main St', city: 'Austin', country: 'USA' },
address: {
street: '123 Main St',
city: 'Austin',
subdivision: 'TX',
postalCode: '78701',
country: 'United States',
countryIso: 'US',
},
},
yacht: {
id: 'yacht-fixture-1',
@@ -22,6 +29,9 @@ function makeContext(overrides?: Partial<EoiContext>): EoiContext {
lengthM: null,
widthM: null,
draftM: null,
lengthUnit: 'ft' as const,
widthUnit: 'ft' as const,
draftUnit: 'ft' as const,
hullNumber: 'ABC-123',
flag: 'US',
yearBuilt: 2020,
@@ -60,8 +70,15 @@ const OPTIONS = {
};
describe('buildDocumensoPayload', () => {
it('builds title as "{fullName}-EOI-NDA"', () => {
it('builds title as "{fullName}-EOI-NDA-{berthRange|mooringNumber}"', () => {
const payload = buildDocumensoPayload(makeContext(), OPTIONS);
// Fixture has primary mooring A12, so the title suffix is "-A12".
expect(payload.title).toBe('Alice Smith-EOI-NDA-A12');
});
it('omits berth suffix from title when no berth is linked', () => {
const ctx = makeContext({ berth: null, eoiBerthRange: '' });
const payload = buildDocumensoPayload(ctx, OPTIONS);
expect(payload.title).toBe('Alice Smith-EOI-NDA');
});
@@ -75,11 +92,11 @@ describe('buildDocumensoPayload', () => {
expect(payload.formValues).toEqual({
Name: 'Alice Smith',
Email: 'alice@example.com',
Address: '123 Main St, Austin, USA',
Address: '123 Main St, Austin, TX, 78701, US',
'Yacht Name': 'Sea Breeze',
Length: '45',
Width: '14',
Draft: '6',
Length: '45 ft',
Width: '14 ft',
Draft: '6 ft',
// Berth Number carries the formatBerthRange output — single-
// berth EOI duplicates the primary mooring; multi-berth shows
// the compact range. The separate 'Berth Range' formValue key
@@ -138,11 +155,18 @@ describe('buildDocumensoPayload', () => {
const ctx = makeContext({
client: {
...makeContext().client,
address: { street: '', city: 'Austin', country: 'USA' },
address: {
street: '',
city: 'Austin',
subdivision: '',
postalCode: '',
country: 'United States',
countryIso: 'US',
},
},
});
const payload = buildDocumensoPayload(ctx, OPTIONS);
expect(payload.formValues.Address).toBe('Austin, USA');
expect(payload.formValues.Address).toBe('Austin, US');
});
it('sets Lease_10=false and Purchase=true (hardcoded)', () => {
@@ -161,17 +185,20 @@ describe('buildDocumensoPayload', () => {
role: 'SIGNER',
signingOrder: 1,
});
// Developer + approver name/email default to '' so Documenso falls
// through to the template-stored values for those signers (we only
// override when the admin explicitly sets them via OPTIONS).
expect(payload.recipients[1]).toEqual({
id: 193,
name: 'David Mizrahi',
email: 'dm@portnimara.com',
name: '',
email: '',
role: 'SIGNER',
signingOrder: 2,
});
expect(payload.recipients[2]).toEqual({
id: 194,
name: 'Abbie May',
email: 'sales@portnimara.com',
name: '',
email: '',
role: 'APPROVER',
signingOrder: 3,
});

View File

@@ -146,7 +146,10 @@ describe('buildEoiContext', () => {
expect(ctx.client.address).toEqual({
street: '1 Harbour Way',
city: 'Anguilla',
subdivision: '',
postalCode: '',
country: 'Anguilla',
countryIso: 'AI',
});
// Yacht assertions.