UI side of the smart-archive backend that shipped in d07f1ed.
- SmartArchiveDialog renders the dossier as a sectioned modal:
Pipeline interests, Berths (with next-in-line listed), Yachts,
Active reservations, Outstanding invoices, In-flight Documenso
envelopes, Auto-handled summary. Each section has a per-row decision
dropdown with sensible defaults (release for available/under-offer
berths, retain for sold berths and yachts, cancel for active
reservations, leave for invoices and documents).
- High-stakes deals show an amber warning panel + require a reason in
the textarea before the Archive button enables. Signed-document
acknowledgment checkbox blocks submission until checked.
- Wires into client-detail-header in place of the previous dumb
ArchiveConfirmDialog (the simple confirm dialog is kept for the
restore case until the smart-restore wizard ships).
- Pre-flight blocker banner surfaces dossier.blockers (e.g. active
reservation on a sold berth) and disables the Archive button entirely.
Two side fixes from CSP rollout:
- next.config CSP allows unpkg.com in dev so the react-grab devtool
loads. Stripped in prod via the existing isProd flag.
- middleware whitelist now passes /manifest.json + icon-*.png +
apple-touch-icon through unauthenticated, so PWA installability
isn't blocked by the auth redirect.
Bulk variant + restore wizard + hard-delete-with-email-code land in
follow-on commits.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
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>
Documenso authenticates outbound webhooks via the X-Documenso-Secret
header carrying the plaintext secret (no HMAC). The previous receiver
verified an HMAC against a non-existent x-documenso-signature header
and switched on parsed.type, neither of which Documenso emits — so
every real delivery was being silently rejected.
- Read X-Documenso-Secret, compare timing-safe to env secret
- Switch on parsed.event with uppercase normalization for both v1.13
(DOCUMENT_SIGNED) and 2.x (lowercase-dotted UI labels) wire formats
- Alias DOCUMENT_RECIPIENT_COMPLETED to DOCUMENT_SIGNED (same
semantics across versions)
- Handle DOCUMENT_OPENED / DOCUMENT_REJECTED / DOCUMENT_CANCELLED in
addition to the existing DOCUMENT_SIGNED + DOCUMENT_COMPLETED paths
- Bypass session middleware for /api/webhooks/* (signature is the auth)
Verified end-to-end against signatures.letsbe.solutions: real
DOCUMENT_RECIPIENT_COMPLETED + DOCUMENT_COMPLETED deliveries now pass
secret verification, dispatch correctly, and the handler updates
state (or warns gracefully when the documensoId is unknown).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The portal has its own JWT-based auth (withPortalAuth). The CRM
middleware was redirecting /portal/login and /api/portal/auth/request
to /login, breaking the magic-link flow for unauthenticated clients.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
