4b5f85cb7dd26933dd1a1beb686cdd2f27fcd2c3
13 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
| 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>
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| 080e1fa454 |
perf(audit-log): wire DataTable virtual prop on audit-log-list
Audit log entries accumulate via cursor pagination — the user can load many pages into the same client-side array. With virtual=true the table only renders the visible viewport rows (plus overscan), so a 10k-row session stays at 60fps instead of choking on a full DOM write per "Load more" click. The other two BACKLOG candidates (super-admin port switcher, client export modal preview) aren't present in the current codebase — the super-admin route group hasn't been built and the export modal is download-only. Skip until those surfaces exist. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| ebdd8408bf |
fix(audit-wave-11): dossier sweep — error-ux + webhook + storage + search + maintainability
Final pass over the unaddressed AUDIT-2026-05-12 dossiers, taking the
tractable Critical/High items from each:
error-ux-auditor (5 items)
- C2: 17 toast.error(err.message) sites swept to toastError(err, …) so
every user-visible failure carries a copy-paste Reference ID
- C3: apiFetch synthesizes a client-side correlation id when a 5xx
comes back with a non-JSON body (reverse-proxy HTML pages); message
becomes "The server is unreachable. Please try again." with code
UPSTREAM_UNREACHABLE
- C4: checkRateLimit fails OPEN when Redis is unavailable so an outage
no longer 500s login + portal sign-in; logged at warn so monitoring
catches it
- H2: StorageTimeoutError (name='TimeoutError') replaces the plain
Error throw in s3.ts withTimeout — error-classifier hints fire now
- H5: errorResponse() adopted across /api/storage/[token],
/api/public/website-inquiries, and the Documenso webhook body (drops
the "Invalid secret" reconnaissance string)
outbound-webhook-auditor (5 items)
- C1: signature is now HMAC(secret, `${ts}.${body}`) with the
timestamp surfaced as X-Webhook-Timestamp so receivers can reject
replays outside a freshness window
- C3: dead-letter with reason missing_signing_secret when secret is
null (defence-in-depth against DB tampering / future migration
mistakes)
- H2: webhooks queue bumped to maxAttempts=8 with 30 s base
exponential backoff so a 30 s receiver blip during a deploy no
longer dead-letters every in-flight event; per-queue
backoffDelayMs added to QUEUE_CONFIGS
- M1: SSRF denylist gains Oracle Cloud metadata 192.0.0.192
- M2: dispatch-time https:// assertion before fetch, so a bad DB edit
can't slip plaintext through
storage-pathing-auditor (2 items)
- H1: berth-PDF presigned-upload keys now `${portSlug}/berths/…/…`
with portSlug threaded into backend.presignUpload — engages the
filesystem-proxy port-binding `p` token verifier
- H2: presignDownloadUrl auto-derives portSlug from the key's first
segment when callers don't pass it, so all 8 download sites engage
the `p`-token guard without per-site plumbing
search-auditor (1 item)
- H3: removed dead void wantEmail; void wantPhone; pair plus the
unused looksLikeEmail helper — the bucket-reorder it was scaffolded
for was never wired
maintainability-auditor (1 item)
- M2: swept seven abandoned `void <symbol>` markers and their dead
imports across clients/bulk, interests/bulk, admin/email-templates,
admin/website-submissions, alert-rules, and notes.service
Deferred to future work (substantial refactors, schema migrations, or
multi-file UI work):
- error-ux M3-M8 (global-error.tsx, per-route loading.tsx coverage,
ErrorBanner component, /api/ready route, worker DLQ admin surface)
- maintainability C1-C4 (documents/search/notes service splits,
interest-tabs split — multi-hour refactors)
- currency C1-H5 (mixed-currency dashboard aggregation, FX history
table, rounding policy) — wait for second non-USD port
- outbound-webhook C2 (deliveries reaper job), H1 (DNS-rebind TOCTOU
with undici Agent), H3 (circuit-breaker), H5 (presigned-post-policy)
- storage-pathing C2 (orphan reaper), H3-H5 (streaming + content-type
binding)
Tests: 1315/1315 vitest ✅ ; tsc clean.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| c8ea9ec0a0 |
fix(audit-wave-10): aria-hidden sweep on decorative Lucide icons (#69)
Mechanical codemod added \`aria-hidden\` to 444 self-closing single-line Lucide icon JSX elements across 267 .tsx files in: - shared/, layout/, dashboard/ - admin/ (all sections) - clients/, berths/, yachts/, companies/, interests/, documents/ - reminders/, reservations/, residential/, expenses/, email/ The regex targeted only the safe pattern \`<IconName className="..." />\` (no other props, self-closing, capitalized component name). Every match inspected is a decorative companion to visible text or sits inside a button whose accessible name comes from \`aria-label\` / sr-only text — the icon itself should not be announced. Screen readers no longer double-read the icon + the adjacent label text (e.g. "Pencil Pencil Edit" → just "Edit"). The existing @axe-core/playwright smoke test (\`20-accessibility.spec.ts\`) continues to pass. Test suite stays at 1315/1315 vitest. typescript clean. Closes task #69 (aria-hidden sweep) from the AUDIT-2026-05-12 follow-ups backlog. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 4233aa3ac3 |
fix(audit-wave-9): standardize on Sheet for previews; doctrine in CLAUDE.md
Swap the one outlier (client-interests-tab.tsx) from Vaul Drawer to Sheet side=right so every detail-preview surface uses the same primitive. Document the doctrine: Sheet for side panels on both desktop and mobile; Vaul Drawer reserved for mobile-only bottom-sheet UX (currently just MoreSheet). Closes ui/ux M11. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| 5c8c12ba1f |
feat: autonomous backlog push — admin UX overhaul + storage parity + residential parity + Documenso Phase 1
Massive multi-area push driven by docs/admin-ux-backlog.md. Every byte
path now goes through getStorageBackend() so signed EOIs, contracts,
brochures, berth PDFs, files, avatars, branding logos, and DB backups
all work identically on S3 and filesystem backends.
USER SETTINGS (rebuild)
- Country + Timezone selectors with cross-defaulting
- Browser-detected timezone banner ("Looks like you're in Europe/Paris…")
- Email change with verification flow (user_email_changes table,
OLD-address cancel link + NEW-address confirm link)
+ EMAIL_CHANGE_INSTANT=true dev shortcut
- Password reset triggered via better-auth requestPasswordReset
- Profile photo upload + crop (square 256×256) via shared
<ImageCropperDialog> + /api/v1/me/avatar
BRANDING
- Shared <ImageCropperDialog> using react-easy-crop
- Logo upload + crop in /admin/branding (writes via
/api/v1/admin/settings/image -> storage backend)
- Email header/footer HTML defaults injectable via "Insert default"
- SettingsFormCard new field types: timezone (combobox), image-upload
STORAGE ADMIN OVERHAUL
- S3 config form FIRST, swap action SECOND
- Test connection before any switch
- Two-button switch: "Switch + migrate" vs "Switch only" with
warning modals
- runMigration() honours skipMigration flag
- /api/ready + system-monitoring health check use the active
storage backend instead of always probing MinIO
- Filesystem backend already had full feature parity — verified
BACKUP MANAGEMENT (real)
- New backup_jobs table (id / status / trigger / size / storage_path)
- runBackup() service spawns pg_dump --format=custom, streams to
active storage backend via getStorageBackend().put()
- /admin/backup page: trigger, history, download .dump for restore
- Super-admin gated
AI ADMIN PANEL
- /admin/ai consolidates master switch + monthly token cap +
provider credentials
- Per-feature settings (OCR, berth-PDF parser, recommender)
linked from the same page
ONBOARDING WIZARD
- /admin/onboarding now real with auto-checked steps
- Reads each setting key + lists endpoint (roles/users/tags) to
decide completion
- Manual checkboxes for steps without an auto-detect signal
- Progress bar + Mark done/Mark incomplete buttons
- State persisted in system_settings.onboarding_manual_status
RESIDENTIAL PARITY (full)
- New residential_client_notes + residential_interest_notes tables
(mirror marina-side shape)
- Polymorphic notes.service.ts extended (verifyParent, listForEntity,
create, update, delete) for residential_clients/_interests
- <NotesList> component accepts the new entity types
- 4 new note endpoints (GET/POST/PATCH/DELETE for clients + interests)
- 2 new activity endpoints (residential clients + interests)
- residential-client-tabs.tsx + residential-interest-tabs.tsx use
DetailLayout (Overview / Interests / Notes / Activity)
- residential-client-detail-header.tsx mirrors marina-side strip
- useBreadcrumbHint wired into both detail components
- Configurable Assigned-to dropdown (residential_interests.view perm)
CONFIGURABLE RESIDENTIAL STAGES
- residential-stages.service.ts with list / save / orphan-check
- /api/v1/residential/stages GET/PUT
- /admin/residential-stages admin UI with reassign-on-remove modal
- Validators relaxed from z.enum to z.string
DOCUMENSO PHASE 1
- Schema: document_signers.invited_at / opened_at /
last_reminder_sent_at / signing_token (+ idx_ds_signing_token)
- Schema: documents.completion_cc_emails (text[]) +
auto_reminder_interval_days (int)
- transformSigningUrl() now maps SignerRole -> URL segment via
ROLE_TO_URL_SEGMENT (approver->cc, witness->witness) — fixes
Risk #5 where approver invites landed on /sign/error
- POST /api/v1/documents/[id]/send-invitation with auto-pick of
next pending signer
- Per-port settings: documenso_developer_label / _approver_label
+ documenso_developer_user_id / _approver_user_id (Phase 7
Project Director RBAC binding fields)
ADMIN UX RAPID-FIRE
- Sidebar collapse removed (always-expanded design)
- Audit log: input sizes (h-9), date pickers w-44, action cell
sub-label so single-row entries aren't blank
- Sales email config: token list <details> + tooltips on
threshold + body fields
- Custom Settings card: long-form description
- Reminder digest timezone uses TimezoneCombobox
- Port form: currency dropdown (10 common currencies) + timezone
combobox + brand color picker
- Permissions count badge opens modal with granted/denied per
resource
- Role names display-normalized via prettifyRoleName
- Tag form: native input type=color
- Custom Fields page: amber heads-up about non-integration
- Settings manager: select field type + fallthrough_policy as dropdown
- Storage admin S3 fields ship as proper password + boolean
LIST PAGES
- Residential client list: clickable email/phone (mailto/tel/wa.me)
- Residential interests + Documents Hub search inputs sized h-9
CURRENCY API
- scripts/test-currency-api.ts verifies live Frankfurter fetch
-> DB upsert -> getRate -> convert. Inverse-rate drift <=0.001
TESTS
- 1185/1185 vitest passing
- tsc clean
- eslint 0 errors (16 pre-existing warnings)
Note: WEBSITE_INTAKE_SECRET added to .env.example but committed
separately due to pre-commit hook policy on .env* files.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
|
b4fb3b2ca6 |
fix(audit): MEDIUMs sweep — mobile More-sheet, portal profile, inline override, dialog UX, ext-EOI gate
R2-M11: mobile More-sheet missing 4 destinations. Added Reservations, Notifications, Residential, Website analytics — anyone using mobile chrome to triage on the go can now reach those domains. R2-M12: portal had no profile / change-password surface. New /portal/profile page with read-only contact details + a ChangePasswordForm component, backed by a new POST /api/portal/auth/change-password endpoint and changePortalPassword() service function. Audits both ok and failure cases at warning severity. Added Profile to PortalNav. R2-M1: portal dashboard "My Memberships" tile had no href and no /portal/memberships route — dead-end on tap. Hidden until a memberships page ships; the count remains in the underlying data. R2-M7: InlineStagePicker never sent override:true so users with interests.override_stage couldn't actually use the perm from the inline chip — they had to fall back to the modal picker. Now the picker auto-detects when a transition isn't legal AND the user has override_stage, sets override:true, and supplies a default reason. Frontend M2: hard-delete-dialog confirm stage now has a "Send a new code" link in case the original expired before the user could enter it. Avoids forcing a full Cancel + reopen. Frontend M4: audit-log-list date-range validation. From > To now shows an inline error and skips the request rather than firing an empty-range query that surfaces "no entries found". R2-M6: external-EOI route now requires interests.edit AND documents.upload_signed (defense-in-depth) — uploading a signed EOI mutates interest state, so the upload-signed perm alone shouldn't let a custom role flip an interest. 1175/1175 vitest passing. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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5fc68a5f34 |
fix(audit): frontend HIGHs — surface fetch errors, kill href=#, invalidate queries, toast over alert
R2-H10: webhook-delivery-log and audit-log-list both swallowed fetch errors silently — failed loads showed spinner forever or stale data. Both now set a loadError state, show an inline retry banner, and fire a toast.error. Same applies to audit-log loadMore. R2-H11: audit-log-card rendered as `<a href="#">` — tapping on mobile inserted `#` in the URL and scrolled to top (back-button trap). ListCard now treats `href` as optional and renders a non-link `<div>` when omitted; audit-log-card no longer passes href. R2-H12: smart-archive-dialog only invalidated ['clients'] / ['berths'] / ['interests']. Detail header kept showing Archived=false until hard reload. Now also invalidates ['clients', clientId] and removes the ['client-archive-dossier', clientId] cache so re-open re-fetches. R2-H13: client-list bulk mutation used native alert() on partial failure (blocking the page) and had no onError handler. Replaced with toast.warning / toast.success / toast.error. 1175/1175 vitest passing. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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d2171ea79b |
feat(audit): comprehensive logging — auth events, severity, source, IP
Audit log was previously silent on authentication and on background work. This wires: - Login (success + failed) and logout via a wrapper around better-auth's [...all] handler. Failed logins are severity 'warning' and carry the attempted email so brute-force attempts surface in the inspector. - New severity (info|warning|error|critical) and source (user|auth| system|webhook|cron|job) columns on audit_logs. permission_denied defaults to 'warning', hard_delete to 'critical'. - Webhook delivery success/failure/DLQ/retry now write audit rows alongside the webhook_deliveries detail table. - IP address is now visible as a column in the inspector (was already captured at the helper level). - Audit UI: severity badges per row, severity + source dropdowns, IP column, expanded action filter covering hard-delete, webhook events, job/cron events. Migration 0044 adds the two columns + their port-scoped indexes. 1175/1175 vitest passing. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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8699f81879 |
chore(style): codebase em-dash sweep + minor layout polish
Replaces every em-dash and en-dash with regular ASCII hyphens across comments, JSX strings, and dev-facing logs. Mostly cosmetic but stops the inconsistent mix that crept in over the last few months (some files used em-dashes in comments, others didn't, some used both). Bundles two small dashboard-layout tweaks that touch a couple of already-modified files: - (dashboard)/layout.tsx main padding goes from p-6 to pt-3 px-6 pb-6 so page content sits closer to the topbar. - Sidebar now receives the ports list it needs for the footer port switcher. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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Matt Ciaccio
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bcea28cd71 |
feat(mobile): mobile cards for reminders, audit log, users
Three new <EntityCard> files using the shared <ListCard> shell, wired
into each list page's <DataTable> via cardRender.
- ReminderCard: Bell icon, related-entity subtitle (User/Anchor/
FileText icon by entity type), due-date meta with
past-due flag, accent bar (rose=past-due,
amber=pending, slate=snoozed, emerald=done).
Snooze/Complete/Edit/Delete in actions menu.
- AuditLogCard: Action icon (Plus/Pencil/Trash2/Eye), entity
title, "{verb} by {actor}" subtitle, timestamp
meta, optional changed-field chip line. Accent
bar by action (created=emerald, updated=blue,
deleted=rose). Immutable, no actions menu.
- UserCard: Initials avatar, displayName/email, role meta
(Shield icon), last-login distance, "Inactive"
pill when deactivated. Accent bar (violet=
super_admin, slate=inactive, none=active).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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Matt Ciaccio
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f52d21df83 |
feat(phase-b): ship analytics dashboard, alerts, scanner PWA, dedup, audit view
Phase B (Insights & Alerts) PR4-11 in one drop. Builds on the schema +
service skeletons committed in PRs 1-3.
PR4 Analytics dashboard — 4 chart types (funnel/timeline/breakdown/source),
date-range picker (today/7d/30d/90d), CSV+PNG export per card.
PR5 Alert rail UI + /alerts page — topbar bell w/ live count, dashboard
right-rail, three-tab page (active/dismissed/resolved), socket-driven
invalidation. Bell lazy-loads list on popover open to keep cold pages
fast in non-dashboard routes.
PR6 EOI queue tab on documents hub — filters to in-flight EOIs, count
surfaces in tab label.
PR7 Interests-by-berth tab on berth detail — replaces the stub.
PR8 Expense duplicate detection — BullMQ job runs scan on create, yellow
banner on detail w/ Merge / Not-a-duplicate, transactional merge
consolidates receipts and archives the source.
PR9 Receipt scanner PWA + multi-provider AI — port-scoped /scan route in
its own (scanner) group with no dashboard chrome, dynamic per-port
manifest, OpenAI + Claude provider abstraction, admin OCR settings
page (port-level + super-admin global default w/ opt-in fallback),
test-connection endpoint, manual-entry fallback when no key is
configured. Verify form always shown before save — no ghost rows.
PR10 Audit log read view — swap to tsvector full-text search on the
existing GIN index, cursor pagination, filters for entity/action/user
/date range, batched actor-email resolution.
PR11 Real-API tests — opt-in receipt-ocr.spec (admin save+test, optional
real-receipt parse via REALAPI_RECEIPT_FIXTURE) and alert-engine
socket-fanout spec gated behind RUN_ALERT_ENGINE_REALAPI. Both skip
cleanly without their gate envs so CI stays green.
Test totals: vitest 690 -> 713, smoke 130 -> 138, realapi +2 opt-in.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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| 8df8ded46c |
Add user settings, audit log, berth CRUD, and missing endpoints
- PATCH /api/v1/me: self-service profile update (name, phone, timezone) - User settings page with profile editor + notification preferences - Audit log API with filtering (entity, action, user, date range) - Audit log page with search, entity type, and action filters - Berth create/delete: POST /api/v1/berths + DELETE /api/v1/berths/[id] - Client duplicates endpoint: GET /api/v1/clients/duplicates?name= - Replace settings and audit stub pages with real implementations Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
