Commit Graph

4 Commits

Author SHA1 Message Date
Matt Ciaccio
687a1f1c2f fix(audit-v3): platform-wide deferred-list cleanup (rounds 1-4)
Working through the audit-v2 deferred backlog. Each round was tested
(typecheck + 1168/1168 vitest) before moving on.

Round 1 — DB performance + AI cost visibility:
- Add missing FK indexes Postgres doesn't auto-create on
  berth_reservations.{interest_id, contract_file_id},
  documents.{file_id, signed_file_id}, document_events.signer_id,
  document_templates.source_file_id, form_submissions.{form_template_id,
  client_id}, document_sends.{brochure_id, brochure_version_id,
  sent_by_user_id}. Without these, RESTRICT-checks on parent delete +
  reverse-lookups walk the child tables fully. Migration 0037.
- AI worker now writes one ai_usage_ledger row per OpenAI call so admins
  can audit spend per port/user/feature and future per-port budgets have
  history to read from. Failure to write is logged-not-thrown so the
  user-facing email draft is unaffected.

Round 2 — Boot-time + transport hardening:
- S3 backend verifies the bucket exists at startup (or auto-creates
  when MINIO_AUTO_CREATE_BUCKET=true). A typo'd bucket name now
  surfaces with a clear boot error instead of a vague Minio error
  inside the first user-facing request.
- Documenso v1 placeFields: 3-attempt exponential-backoff retry on 5xx
  + network errors, fail-fast on 4xx. Stops one transient flake from
  leaving a document with a partial field set.
- FilesystemBackend logs a structured warn-once at boot when the dev
  HMAC fallback is in effect, so two processes started with different
  BETTER_AUTH_SECRET values are observable (random 401s on file
  downloads otherwise).
- Logger redact paths extended to cover *.headers.{authorization,
  cookie}, *.config.headers.authorization, encrypted-credential blobs
  (secretKeyEncrypted, smtpPassEncrypted, etc.), the Documenso
  X-Documenso-Secret header, and 2-level nested forms.

Round 3 — UI feedback + permission gates:
- Storage admin migrate dialog: success toast with row count + error
  toast on both dryRun and migrate mutations.
- Invoice detail Send + Record-payment buttons wrapped in
  PermissionGate (invoices.send / invoices.record_payment); both
  mutations now toast on success/error.
- Admin user list Edit button wrapped in PermissionGate(admin.manage_users).
- Scan-receipt page surfaces an amber warning when OCR fails so reps
  know they can fill the form manually instead of staring at a stalled
  spinner; the editable form now also opens on scanMutation.isError
  / uploadedFile, not only on success.
- Email threads list now renders skeleton rows during load + shared
  EmptyState for the empty case (was a single "Loading…" line).

Round 4 — Service / route correctness:
- documentSends.sent_by_user_id was a free-text NOT NULL column with no
  FK. Now nullable + FK to user(id) ON DELETE SET NULL so the audit row
  survives a user being hard-deleted. Migration 0038 with a defensive
  null-out for any orphan ids before attaching the constraint.
- Saved-views route: documented why withAuth alone is correct (the
  service strictly filters by (portId, userId) — owner-only by design).
- Public-interests audit log: replaced "userId: null as unknown as
  string" cast with userId: null; AuditLogParams already accepts null
  for system-generated events.
- EOI in-app PDF fill: extracted setBerthRange() that, when the
  AcroForm field is missing AND the context has a non-empty range
  string, logs a structured warn so the deployment gap (live Documenso
  template needs the field) is observable instead of silently dropping
  the multi-berth range.

Test status: 1168/1168 vitest. tsc clean. Two new migrations
(0037/0038) need pnpm db:push (or migration apply) on the dev DB.
Deferred-doc updated with the remaining open items (bigger refactors).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 12:49:53 +02:00
Matt Ciaccio
ade4c9e77d 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>
2026-05-05 05:51:39 +02:00
Matt Ciaccio
86372a857f fix(audit): post-review hardening across phases 0-7
15 of 17 findings from the consolidated audit (3 reviewer agents on
the previously-shipped phase commits). Remaining two are nice-to-have
follow-ups deferred.

Critical (data integrity / security):
- Public berths API: closed-deal junction rows no longer flip a berth
  to "Under Offer" - filter on `interests.outcome IS NULL` so won/
  lost/cancelled don't pollute public-map status. Both list +
  single-mooring routes.
- Recommender heat: cancelled outcomes now count as fall-throughs
  (SQL was `LIKE 'lost%'` which silently dropped them, leaving
  cancelled-only berths stuck in tier A).
- Filesystem presignDownload returns an absolute URL (origin from
  APP_URL) so emailed download links resolve from external mail
  clients.
- Magic-byte verification on the presigned-PUT path: both per-berth
  PDFs and brochures stream the first 5 bytes via the storage backend
  and reject + delete on `%PDF-` mismatch (was only enforced when the
  server saw the buffer; presign-PUT was wide open).
- Replay-protection TTL aligned to the token's own expiry (was a
  fixed 30 min, but send-out tokens live 24 h). Floor 60 s, ceiling
  25 days.
- Brochures unique partial index on (port_id) WHERE is_default=true
  + 0032 migration. Closes the read-then-write race in the create/
  update transactions.

Important:
- Recommender SQL: defense-in-depth `i.port_id = $portId` filter on
  the aggregates CTE.
- berth-pdf service: per-berth pg_advisory_xact_lock around the
  version-number SELECT + insert. Storage key is now UUID-based so
  concurrent uploads can't collide on blob paths. Replaces
  `nextVersionNumber` with the tx-bound variant.
- berth-pdf apply: rejects with ConflictError when parse_results
  contain a mooring-mismatch warning unless the caller passes
  `confirmMooringMismatch: true` (force-reconfirm gate was UI-only).
- Send-out body: HTML-escape brochure filename in the download-link
  fallback (XSS guard).
- parseDecimalWithUnit rejects negative numbers.
- listClients DISTINCT ON for primary contact resolution: bounds
  contact-row count to ~2 per client.

Defensive:
- verifyProxyToken rejects NaN/Infinity expiries via Number.isFinite.
- Replaced sql ANY() with inArray() in interest-berths.

Tests: 1145 -> 1163 passing.

Deferred: bulk-send rate limit (no bulk endpoint today), markdown
italic regex breaking links with asterisks (cosmetic).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 04:07:03 +02:00
Matt Ciaccio
a0091e4ca6 feat(emails): sales send-out flows + brochures + email-from settings
Phase 7 of the berth-recommender refactor (plan §3.3, §4.8, §4.9, §5.7,
§5.8, §5.9, §11.1, §14.7, §14.9). Adds the rep-driven send-out path for
per-berth PDFs and port-wide brochures, the per-port sales SMTP/IMAP
config + body templates, and the supporting admin UI.

Migration: 0031_brochures_and_document_sends.sql

Schema additions:
  - brochures (port-wide, with isDefault marker + archive)
  - brochure_versions (versioned uploads, storageKey per §4.7a)
  - document_sends (audit log of every rep-initiated send; failures
    captured with failedAt + errorReason). berthPdfVersionId is a plain
    text column (no FK) — loose-coupled to Phase 6b's berth_pdf_versions
    so the two phases stay independent.

§14.7 critical mitigations:
  - Body XSS: rep-authored markdown goes through renderEmailBody()
    (HTML-escape first, then a tight allowlist of bold/italic/code/link
    rules). https:// + mailto: only — javascript:/data: URLs stripped.
    Tested against script/img/iframe/svg/onerror polyglots.
  - Recipient typo: strict email regex + two-step confirm modal that
    shows the exact recipient before send.
  - Unresolved merge fields: pre-send dry-run /preview endpoint blocks
    submission until findUnresolvedTokens() returns empty.
  - SMTP failure: every transport rejection writes a document_sends row
    with failedAt + errorReason; UI surfaces the message.
  - Hourly per-user rate limit: 50 sends/user/hour via existing
    checkRateLimit().
  - Size threshold fallback (§11.1): files above
    email_attach_threshold_mb (default 15) ship as a 24h signed-URL
    download link in the body instead of an attachment. Storage stream
    flows directly to nodemailer to avoid buffering 20MB+.

§14.10 critical mitigation:
  - SMTP/IMAP passwords encrypted at rest via the existing
    EMAIL_CREDENTIAL_KEY (AES-256-GCM). The /api/v1/admin/email/
    sales-config GET endpoint never returns the decrypted value — only
    a *PassIsSet boolean. PATCH treats empty string as "leave unchanged"
    and explicit null as "clear", so the masked-placeholder UI round-
    trips without forcing re-entry on every save.

system_settings keys (per-port unless noted):
  - sales_from_address, sales_smtp_{host,port,secure,user,pass_encrypted}
  - sales_imap_{host,port,user,pass_encrypted}
  - sales_auth_method (default app_password)
  - noreply_from_address
  - email_template_send_berth_pdf_body, email_template_send_brochure_body
  - brochure_max_upload_mb (default 50)
  - email_attach_threshold_mb (default 15)

UI surfaces (per §5.7, §5.8, §5.9):
  - <SendDocumentDialog> shared 2-step compose+confirm flow.
  - <SendBerthPdfDialog>, <SendDocumentsDialog>, <SendFromInterestButton>
    wrappers per detail page.
  - /[portSlug]/admin/brochures: list, upload (direct-to-storage
    presigned PUT for the 20MB+ files per §11.1), default toggle,
    archive.
  - /[portSlug]/admin/email extended with <SalesEmailConfigCard>:
    SMTP + IMAP creds, body templates, threshold/max settings.

Storage: every upload + download goes through getStorageBackend() —
no direct minio imports, per Phase 6a contract.

Tests: 1145 vitest passing (+ 50 new in
markdown-email-sanitization.test.ts, document-sends-validators.test.ts,
sales-email-config-validators.test.ts).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-05 03:38:47 +02:00