fix(audit-v2): platform-wide post-merge hardening across 5 domains

Five-domain audit (security, routes, DB, integrations, UI/UX) ran after
the cf37d09 merge. Critical + high-impact items landed here; deferred
medium/low items indexed in docs/audit-final-deferred.md (now organised
into a "Audit-final v2" section).

Security:
- Storage proxy tokens now bind to op (`'get'` vs `'put'`). A long-lived
  download URL minted by `presignDownload` for an emailed brochure can no
  longer be replayed against the proxy PUT to overwrite the original
  storage object. `verifyProxyToken` requires `expectedOp` and rejects
  mismatches; legacy tokens missing `op` fail-closed. Regression tests
  added.
- Markdown email merge values are now markdown-escaped (`[`, `]`, `(`,
  `)`, `*`, `_`, `\`, backticks, braces) before substitution into the
  rep-authored body. A malicious value like `[click here](https://evil)`
  stored in `client.fullName` no longer survives `escapeHtml` to render
  as a real `<a href>` in the outbound email. Phishing-via-merge-field
  closed; regression tests added.
- Middleware now performs an Origin/Referer check on
  POST/PUT/PATCH/DELETE to `/api/v1/**`. Defense-in-depth on top of
  better-auth's SameSite=Lax cookie. Webhooks/public/auth/portal routes
  exempt as they don't carry the session cookie.

Routes:
- Template management routes were calling `withPermission('documents',
  'manage', ...)` — but `documents` doesn't have a `manage` action. The
  registry has `document_templates.manage`. Every non-superadmin was
  getting 403'd on the seven template endpoints. Fixed across the
  /admin/templates surface.
- Custom-fields permission resource is hardcoded to `clients` regardless
  of which entity (yacht/company/etc.) the values belong to. Documented
  as deferred (requires per-entity routes).

DB:
- documentSends: every parent FK (client_id, interest_id, berth_id,
  brochure_id, brochure_version_id) now uses ON DELETE SET NULL so the
  audit trail outlasts hard-deletes. The denormalized columns
  (recipient_email, document_kind, body_markdown, from_address) were
  added precisely for this. Migration 0035.
- Polymorphic discriminators on yachts.current_owner_type and
  invoices.billing_entity_type now have CHECK constraints — typos like
  `'clients'` vs `'client'` were silently inserting unreachable rows
  before. Migration 0036.

Integrations:
- Email attachment resolution (`src/lib/email/index.ts`) was importing
  MinIO directly instead of `getStorageBackend()`. Filesystem-backend
  deployments would have broken every email-with-attachment send. Now
  routes through the pluggable abstraction per CLAUDE.md.
- Documenso DOCUMENT_OPENED webhook filter relaxed: v2 may omit
  `readStatus` or send lowercase, so an event that was the SIGNAL of an
  open was being silently dropped. Now treats any recipient on a
  DOCUMENT_OPENED event as opened.

UI/UX:
- Expense detail used to render `receiptFileIds` as opaque UUID badges —
  reps couldn't view the receipt they uploaded. Now renders an image
  thumbnail (via `/api/v1/files/[id]/preview`) plus a Download link for
  PDFs. Closed the "where's my receipt?" loop in the expense flow.
- Expense detail Edit + Archive buttons now `<PermissionGate>` and the
  archive mutation surfaces success/error toasts instead of silent 403s.
- Brochures admin: setDefault/archive/create mutations now have onError
  toasts (only onSuccess existed before).
- Removed broken bulk-upload link in scan/page (route doesn't exist;
  used a raw `<a>` triggering a full reload to a 404).

Test status: 1168/1168 vitest passing. tsc clean.

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

src/app/(dashboard)/[portSlug]/expenses/scan/page.tsx

@@ -241,15 +241,6 @@ export default function ScanReceiptPage() {
               <p className="text-xs text-muted-foreground sm:col-span-2 text-center">
                 JPEG, PNG, HEIC, WebP up to 10 MB
               </p>
-              <p className="text-xs text-muted-foreground sm:col-span-2 text-center">
-                Have many receipts?{' '}
-                <a
-                  href={`/${params.portSlug}/expenses/bulk-upload`}
-                  className="text-primary hover:underline"
-                >
-                  Bulk upload &rarr;
-                </a>
-              </p>
             </div>
           )}
           {/* `image/*` is the broadest accept — includes HEIC on iOS,

src/app/api/storage/[token]/route.ts

@@ -52,7 +52,7 @@ export async function GET(
     );
   }
 
-  const result = verifyProxyToken(token, backend.getHmacSecret());
+  const result = verifyProxyToken(token, backend.getHmacSecret(), 'get');
   if (!result.ok) {
     logger.warn({ reason: result.reason }, 'Storage proxy token rejected');
     return NextResponse.json({ error: 'Invalid or expired token' }, { status: 403 });
@@ -145,7 +145,7 @@ export async function PUT(
     );
   }
 
-  const result = verifyProxyToken(token, backend.getHmacSecret());
+  const result = verifyProxyToken(token, backend.getHmacSecret(), 'put');
   if (!result.ok) {
     logger.warn({ reason: result.reason }, 'Storage proxy upload token rejected');
     return NextResponse.json({ error: 'Invalid or expired token' }, { status: 403 });

src/app/api/v1/admin/templates/[templateId]/rollback/route.ts

@@ -14,7 +14,7 @@ import { rollbackAdminTemplateSchema } from '@/lib/validators/document-templates
  * Body: { version: number }
  */
 export const POST = withAuth(
-  withPermission('documents', 'manage', async (req, ctx, params) => {
+  withPermission('document_templates', 'manage', async (req, ctx, params) => {
     try {
       const body = await parseBody(req, rollbackAdminTemplateSchema);
       const result = await rollbackAdminTemplate(

src/app/api/v1/admin/templates/[templateId]/route.ts

@@ -15,7 +15,7 @@ import { updateAdminTemplateSchema } from '@/lib/validators/document-templates';
  * Retrieve a single TipTap-based document template.
  */
 export const GET = withAuth(
-  withPermission('documents', 'manage', async (req, ctx, params) => {
+  withPermission('document_templates', 'manage', async (req, ctx, params) => {
     try {
       const template = await getAdminTemplate(ctx.portId, params.templateId!);
       return NextResponse.json({ data: template });
@@ -30,21 +30,15 @@ export const GET = withAuth(
  * Update a TipTap-based document template. Increments version if content changes.
  */
 export const PATCH = withAuth(
-  withPermission('documents', 'manage', async (req, ctx, params) => {
+  withPermission('document_templates', 'manage', async (req, ctx, params) => {
     try {
       const body = await parseBody(req, updateAdminTemplateSchema);
-      const updated = await updateAdminTemplate(
-        ctx.portId,
-        params.templateId!,
-        ctx.userId,
-        body,
-        {
-          userId: ctx.userId,
-          portId: ctx.portId,
-          ipAddress: ctx.ipAddress,
-          userAgent: ctx.userAgent,
-        },
-      );
+      const updated = await updateAdminTemplate(ctx.portId, params.templateId!, ctx.userId, body, {
+        userId: ctx.userId,
+        portId: ctx.portId,
+        ipAddress: ctx.ipAddress,
+        userAgent: ctx.userAgent,
+      });
       return NextResponse.json({ data: updated });
     } catch (error) {
       return errorResponse(error);
@@ -57,19 +51,14 @@ export const PATCH = withAuth(
  * Delete a TipTap-based document template.
  */
 export const DELETE = withAuth(
-  withPermission('documents', 'manage', async (req, ctx, params) => {
+  withPermission('document_templates', 'manage', async (req, ctx, params) => {
     try {
-      await deleteAdminTemplate(
-        ctx.portId,
-        params.templateId!,
-        ctx.userId,
-        {
-          userId: ctx.userId,
-          portId: ctx.portId,
-          ipAddress: ctx.ipAddress,
-          userAgent: ctx.userAgent,
-        },
-      );
+      await deleteAdminTemplate(ctx.portId, params.templateId!, ctx.userId, {
+        userId: ctx.userId,
+        portId: ctx.portId,
+        ipAddress: ctx.ipAddress,
+        userAgent: ctx.userAgent,
+      });
       return new NextResponse(null, { status: 204 });
     } catch (error) {
       return errorResponse(error);

src/app/api/v1/admin/templates/[templateId]/versions/route.ts

@@ -9,12 +9,9 @@ import { getAdminTemplateVersions } from '@/lib/services/document-templates.serv
  * Returns version history for a template, sourced from audit_logs.
  */
 export const GET = withAuth(
-  withPermission('documents', 'manage', async (req, ctx, params) => {
+  withPermission('document_templates', 'manage', async (req, ctx, params) => {
     try {
-      const versions = await getAdminTemplateVersions(
-        ctx.portId,
-        params.templateId!,
-      );
+      const versions = await getAdminTemplateVersions(ctx.portId, params.templateId!);
       return NextResponse.json({ data: versions });
     } catch (error) {
       return errorResponse(error);

src/app/api/v1/admin/templates/preview/route.ts

@@ -25,7 +25,7 @@ import { previewAdminTemplateSchema } from '@/lib/validators/document-templates'
  *   sampleData?: Record<string, string> - variable substitutions
  */
 export const POST = withAuth(
-  withPermission('documents', 'manage', async (req, _ctx) => {
+  withPermission('document_templates', 'manage', async (req, _ctx) => {
     try {
       const body = await parseBody(req, previewAdminTemplateSchema);
 

src/app/api/v1/admin/templates/route.ts

@@ -3,10 +3,7 @@ import { NextResponse } from 'next/server';
 import { withAuth, withPermission } from '@/lib/api/helpers';
 import { parseQuery, parseBody } from '@/lib/api/route-helpers';
 import { errorResponse } from '@/lib/errors';
-import {
-  listAdminTemplates,
-  createAdminTemplate,
-} from '@/lib/services/document-templates.service';
+import { listAdminTemplates, createAdminTemplate } from '@/lib/services/document-templates.service';
 import {
   listAdminTemplatesSchema,
   createAdminTemplateSchema,
@@ -17,7 +14,7 @@ import {
  * List TipTap-based document templates for the port.
  */
 export const GET = withAuth(
-  withPermission('documents', 'manage', async (req, ctx) => {
+  withPermission('document_templates', 'manage', async (req, ctx) => {
     try {
       const query = parseQuery(req, listAdminTemplatesSchema);
       const data = await listAdminTemplates(ctx.portId, query);
@@ -33,7 +30,7 @@ export const GET = withAuth(
  * Create a new TipTap-based document template.
  */
 export const POST = withAuth(
-  withPermission('documents', 'manage', async (req, ctx) => {
+  withPermission('document_templates', 'manage', async (req, ctx) => {
     try {
       const body = await parseBody(req, createAdminTemplateSchema);
       const template = await createAdminTemplate(ctx.portId, ctx.userId, body, {

src/app/api/webhooks/documenso/route.ts

@@ -111,7 +111,15 @@ export async function POST(req: NextRequest): Promise<NextResponse> {
       }
 
       case 'DOCUMENT_OPENED': {
-        const openedRecipients = recipients.filter((r) => r.readStatus === 'OPENED');
+        // Documenso v1 sends `readStatus: 'OPENED'`; v2 has used both
+        // upper and lower case across releases and may omit the field
+        // entirely (the event itself signals the open). Treat the event
+        // as the signal: dispatch a per-recipient open for every
+        // recipient on the document so v2 deployments stop silently
+        // dropping opens.
+        const openedRecipients = recipients.filter(
+          (r) => !r.readStatus || String(r.readStatus).toUpperCase() === 'OPENED',
+        );
         for (const r of openedRecipients) {
           await handleDocumentOpened({
             documentId: documensoId,