Matt
4b5f85cb7d
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>
50 lines
2.1 KiB
Markdown
50 lines
2.1 KiB
Markdown
# #71 Automated email refactor — DEFERRED
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Searched the repo + git history (commits back to the initial `67d7e6e Initial
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commit: Port Nimara CRM`) for legacy CRM email templates that could be
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lifted verbatim or used as a tonal reference for the rewrite. **None found.**
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The codebase was built from scratch; there's no archive directory, no
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import dump, and no commits ever contained "old-system" template HTML.
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## What this task needs
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A full refactor of the four signing-lifecycle emails to a luxury-port
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brand voice, with per-port branding flow:
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1. **Invitation** (`signingInvitationEmail`) — currently functional but
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utilitarian copy. Subject format Matt called for:
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`"{firstName}, your EOI for {portName} is ready to be signed"`.
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2. **Reminder** (`signingReminderEmail`) — same recipient, follow-up nudge.
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3. **Completion** (`signingCompletedEmail`) — sent with the signed PDF attached.
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4. **Cancelled** (`signingCancelledEmail`) — added 2026-05-15 alongside the
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cancel-with-notify modal.
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Each template should have **per-port** branding parameters:
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- Port name + signature block
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- Primary brand color (already plumbed via `BrandingShell`)
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- Optional header/footer HTML overrides (`branding_email_header_html` /
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`_footer_html` settings)
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## Source-of-truth flow before unblocking
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Matt to paste / share the legacy templates from the prior CRM (likely
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NocoDB-era or a separate email tool — not committed to this repo). Once
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shared, lift the copy verbatim where possible; otherwise match
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**structure + tone + voice** carefully.
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Current files to refactor:
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- `src/lib/email/templates/document-signing.tsx` (4 templates)
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- `src/lib/email/templates/portal-auth.tsx` (activation + reset)
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- `src/lib/email/templates/inquiry-client-confirmation.tsx`
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- `src/lib/email/templates/inquiry-sales-notification.tsx`
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## Status
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DEFERRED until the legacy copy is supplied or Matt approves a from-scratch
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draft. The structural plumbing (per-port branding, sendEmail with
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attachments, EMAIL_REDIRECT_TO safety, cancel-with-notify wiring) all
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landed in earlier tasks — only the copy rewrite remains.
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