feat(audit-cleanup): finish all 15 outstanding items from verified backlog
Audit cleanup completion plan, all tiers shipped: Tier 1 (security + data integrity) - A.7 RTBF true wipe: redact email_messages body/subject/addresses for threads owned by deleted client; redact document_sends.recipient_email; collect file storage keys + delete blobs post-commit. - A.8 user_permission_overrides FK: documented inline why cascade is correct (not set-null as audit suggested) — overrides have no value without their user. - W2.14 PII redaction: camelCase normalization in audit.ts + error-events.service.ts isSensitiveKey; added city/postal/country/ birth fragments. firstName/lastName/dateOfBirth/postalCode etc. now caught in BOTH masker paths. 12 new test cases lock the coverage. Tier 2 (Documenso completion + refactor) - C.2: documentEvents.recipient_email column + partial unique index for per-recipient webhook dedup (migration 0075). handleDocumentSigned now sets recipient_email on insert. - Phase 2: completion_cc_emails distribution. handleDocumentCompleted reads documents.completionCcEmails, filters out signer-duplicates case-insensitively, fans signed PDF out to non-signer recipients. - C.4: extracted createPublicInterest() service from the 346-line api/public/interests route. Route becomes a thin shell (rate-limit, port resolution, audit log, email fan-out). The trio creation logic is now unit-testable without an HTTP fixture. - Phase 4: POST /api/v1/document-templates/[id]/detect-fields wired to document-field-detector.detectFields(). Sparkles "Auto-detect" button added to template-editor.tsx — maps DetectedField → marker with best-guess merge token (DATE / NAME / EMAIL); user retags. Tier 3 (reporting + recommender snapshot lockfiles) - W7.reports: extracted rollupStageRevenue / rollupStageCounts / computeTotalForecast / computeOccupancyRate / rollupBerthStatusCounts into src/lib/services/report-math.ts (pure functions). 16 new tests including an inline-snapshot lockfile on a representative 7-stage forecast. report-generators.ts now delegates. - W7.recommender: 18 new toMatchSnapshot tripwires on classifyTier boundaries + computeHeat at canonical input points. Tier 4 (rolling) - W6.attach: fixed outdated CLAUDE.md claim — threshold banner is informational and never depended on IMAP; bounce monitoring (the IMAP poller) is separate. - D.1 + D.2: documented deferral inline with full why-not-build-it reasoning so a future engineer sees the rationale. - G.1: representative formatDate sweep (audit-log-list, user-list, document-templates merge tokens, document-signing email). Rest of the ~100 sites stay rolling. Quality gates: 1420/1420 vitest (46 new tests above baseline of 1374), tsc clean, 0 lint errors. Plan: docs/superpowers/plans/2026-05-18-audit-cleanup-completion.md Migration: 0075_c2_document_events_recipient_email.sql (applied to dev DB). Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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@@ -164,7 +164,7 @@ After `db:push` or applying a migration via `psql` against a running dev server,
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### Send-from accounts (sales send-outs)
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- Configurable via `system_settings`; defaults to `sales@portnimara.com` (human) + `noreply@portnimara.com` (automation). SMTP/IMAP passwords AES-256-GCM at rest; API returns only `*PassIsSet` markers.
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- Audit → `document_sends` (separate from `audit_logs` for volume + binary refs). Body markdown rendered via `renderEmailBody()` (escape-then-allowlist; XSS-tested). Rate limit 50 sends/user/hour. Files > `email_attach_threshold_mb` ship as 24h signed-URL link (filename HTML-escaped against injection). Bounce monitoring needs IMAP creds in addition to SMTP — without them, the size-rejection banner is disabled.
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- Audit → `document_sends` (separate from `audit_logs` for volume + binary refs). Body markdown rendered via `renderEmailBody()` (escape-then-allowlist; XSS-tested). Rate limit 50 sends/user/hour. Files > `email_attach_threshold_mb` ship as 24h signed-URL link (filename HTML-escaped against injection). The threshold banner in the compose UI is informational and shows whenever the preview API returns the per-port threshold — it does NOT depend on IMAP. Separately, bounce monitoring (`imap-bounce-poller.ts`) needs IMAP creds and no-ops cleanly when they're unset.
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### Pre-commit
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