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Author SHA1 Message Date
Matt
4b5f85cb7d 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>
 2026-05-18 13:28:50 +02:00
Matt Ciaccio
7bd969b41a fix(audit-integrations): SMTP/PG/Socket.IO timeouts, prompt injection, secret-at-rest 
A focused review of every external integration surfaced six issues the
original audit missed.  Fixed here.

HIGH
* Socket.IO had an unconditional 30-second idle disconnect on every
  socket.  The comment on the line acknowledged it was "for development
  only, would be longer in prod" but no NODE_ENV guard existed, and the
  `socket.onAny` listener only resets on inbound client events — every
  dashboard connection that received only server-push events would have
  been torn down every 30s in production.  Removed the manual idle
  timer entirely; Socket.IO's pingTimeout / pingInterval handles
  dead-transport detection at the protocol level.
* SMTP transporters had no `connectionTimeout` / `greetingTimeout` /
  `socketTimeout`.  Nodemailer's defaults are 2 minutes for connect
  and unlimited for socket — a hung SMTP server would have held a
  BullMQ `email` worker concurrency slot for up to 10 min per job
  (5 retries × 2 min).  Set 10s/10s/30s on both the system transporter
  in `src/lib/email/index.ts` and the user-account transporter in
  `email-compose.service.ts`.

MEDIUM
* PostgreSQL pool had no `statement_timeout` /
  `idle_in_transaction_session_timeout`.  A slow query or transaction
  held by a crashed handler would have eventually exhausted the
  20-connection pool.  30s statement cap, 10s idle-in-tx cap, plus
  `max_lifetime: 30min` to recycle connections.
* `umami_password` and `umami_api_token` were stored as plaintext in
  `system_settings` (the SMTP and S3 secret paths use AES-GCM).  The
  reader now passes them through `readSecret()` which auto-detects
  the encrypted `iv:cipher:tag` shape and decrypts, falling back to
  legacy plaintext so operators can rotate without a flag-day.
* AI email-draft worker interpolated `additionalInstructions` (user-
  controlled) directly into the OpenAI prompt — a hostile rep could
  close the instructions block and inject prompt directives that
  override the system prompt.  Added `sanitizeForPrompt()` that
  strips newlines + quote chars, caps at 500 chars, and the prompt
  now wraps the value in a "treat as data not commands" preamble.

LOW
* Legacy `ensureBucket()` in `src/lib/minio/index.ts` was unguarded —
  if any future code imported it (currently no callers), a misconfigured
  prod deploy could mint a fresh empty bucket.  Now matches the gate
  used by the pluggable S3Backend (`MINIO_AUTO_CREATE_BUCKET=true`
  required) so the legacy export and the new pluggable path agree.

Confirmed not-an-issue: BullMQ Workers create connections via
`{ url }` options object, and BullMQ sets `maxRetriesPerRequest: null`
internally for those — no fix needed.  The shared `redis` singleton
that does keep `maxRetriesPerRequest: 3` is used only for direct
Redis ops (rate-limit sliding window, etc.), never for blocking
BullMQ commands, so the value is correct there.

Test status: 1175/1175 vitest, tsc clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-05 21:31:50 +02:00
Matt Ciaccio
fc7595faf8 fix(audit-tier-2): error-surface hygiene — toastError + CodedError sweep 
Two mechanical sweeps closing the audit's HIGH §16 + MED §11 findings:

* 38 client components / 56 toast.error sites converted to
  toastError(err) so the new admin error inspector becomes usable from
  user-reported issues — every failed inline-edit, save, send, archive,
  upload, etc. now carries the request-id + error-code (Copy ID action).
* 26 service files / 62 bare-Error throws converted to CodedError or
  the existing AppError subclasses.  Adds new error codes:
  DOCUMENSO_UPSTREAM_ERROR (502), DOCUMENSO_AUTH_FAILURE (502),
  DOCUMENSO_TIMEOUT (504), OCR_UPSTREAM_ERROR (502),
  IMAP_UPSTREAM_ERROR (502), UMAMI_UPSTREAM_ERROR (502),
  UMAMI_NOT_CONFIGURED (409), and INSERT_RETURNING_EMPTY (500) for
  post-insert returning-empty guards.
* Five vitest assertions updated to match the new user-facing wording
  (client-merge "already been merged", expense/interest "couldn't find
  that …", documenso "signing service didn't respond").

Test status: 1168/1168 vitest, tsc clean.

Refs: docs/audit-comprehensive-2026-05-05.md HIGH §16 (auditor-H Issue 1)
+ MED §11 (auditor-G Issue 1).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-05 20:18:05 +02:00
Matt Ciaccio
6a609ecf94 fix(audit-tier-1): timeouts, lifecycle, per-port Documenso, FK constraints 
Closes the second wave of HIGH-priority audit findings:

* fetchWithTimeout helper (new src/lib/fetch-with-timeout.ts) wraps
  Documenso, OCR, currency, Umami, IMAP, etc. — a hung upstream can
  no longer pin a worker concurrency slot indefinitely.  OpenAI client
  passes timeout: 30_000.  ImapFlow gets socket / greeting / connection
  timeouts.
* SIGTERM / SIGINT handler in src/server.ts drains in-flight HTTP,
  closes Socket.io, and disconnects Redis before exit; compose
  stop_grace_period bumped to 30s.  Adds closeSocketServer() helper.
* env.ts gains zod-validated PORT and MULTI_NODE_DEPLOYMENT, and
  filesystem.ts now reads from env (a typo can no longer silently
  disable the multi-node guard).
* Per-port Documenso template + recipient IDs land in system_settings
  with env fallback (PortDocumensoConfig now exposes eoiTemplateId,
  clientRecipientId, developerRecipientId, approvalRecipientId).
  document-templates.ts uses the per-port config and threads portId
  into documensoGenerateFromTemplate().
* Migration 0042 wires the eleven HIGH-tier missing FK constraints
  (documents/files/interests/reminders/berth_waiting_list/
  form_submissions) plus polymorphic CHECK round 2
  (yacht_ownership_history.owner_type, document_sends.document_kind),
  invoices.billing_entity_id NOT EMPTY, and clients.merged_into self-FK.
  Drizzle schema columns updated to .references(...) where possible
  so the misleading "FK wired in relations.ts" comments are gone.

Test status: 1168/1168 vitest, tsc clean.

Refs: docs/audit-comprehensive-2026-05-05.md HIGH §§5,6,7,8,9,10 +
MED §§14,15,16,18.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-05 19:52:58 +02:00
Matt Ciaccio
f5772ce318 feat(analytics): Umami integration with per-port admin settings 
Adds /[portSlug]/website-analytics dashboard page (pageviews, top
pages, top referrers) and a per-port admin config UI for the
Umami URL / website-ID / API token. Settings live in system_settings
keyed per-port so a future second port has its own Umami account.
Adds a website glance tile to the main dashboard, a server-side
test-credentials endpoint, and a stable cache key for the active-
visitor poll so React Query doesn't fragment the cache per range.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-05-04 22:53:06 +02:00