hackerspace.sh/docs/HANDOFF.md

Handoff Log

Append-only. Newest entries on top. Keep each entry to one screen.

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2026-05-15 (pass 12) — Configurable member onboarding + UX research

Branch: main.

Context carried in

Pass 11's feature batch (forum, comments, tiers, invites, secrets encryption) deployed to production after one landmine: the .gitignore rule secrets/ also matched lib/secrets/, so the first deploy failed on Module not found: '@/lib/secrets/crypto'. Fixed by anchoring the rule to /secrets/ (commit 96a1fb9); redeploy succeeded. Migration 021 is applied in prod (_migrations_applied has 8 rows). SECRETS_ENCRYPTION_KEY is set in /opt/hackerspace-ops/.env.production on the Droplet.

What this pass does

UX research + persona work, a deep UI/UX audit, and the configurable member-onboarding feature.

What shipped

• Migration scripts/022_onboarding.sql (folded into schema.sql Section 14): space_onboarding_steps (step_key, step_type in welcome|code_of_conduct|profile|payment|content, title, body, config jsonb, is_enabled, is_required, is_system, sort_order; unique per space+key). space_members.onboarding_completed_at and onboarding_progress jsonb. Trigger seeds 4 default steps per space; backfill seeds existing spaces and marks all existing members complete (so the new gate does not trap them). RLS: members read, admin/board write, admin delete non-system.
• lib/actions/onboarding.ts: admin CRUD (createOnboardingStep/updateOnboardingStep/deleteOnboardingStep), member progress (markOnboardingStepDone, finishOnboarding which server-side-enforces required steps, skipOnboarding which only works when nothing is required). Validations added; bio added to updateMyProfileSchema.
• /onboarding route (top-level, outside the (app) group so no redirect loop). OnboardingFlow client stepper: progress bar, step counter, back, per-type rendering (welcome/coc/content via SafeMarkdown, profile form -> updateMyProfile, payment nudge with optional link + "Remind me later"). Gate added in app/(app)/layout.tsx: redirect to /onboarding when onboarding_completed_at is null. createSpace now sets onboarding_completed_at for the founder.
• components/safe-markdown.tsx: rehype-raw + rehype-sanitize. Added rehype-raw and rehype-sanitize deps.
• Settings -> Onboarding admin tab: reorder (sort number), edit title/body/payment link, toggle enabled/required, add custom content step, delete non-system steps.
• docs/UX_AND_PERSONAS.md: 4 personas (founder, new member, operator, casual) and prioritized UX findings. Onboarding was finding #1; findings 2-6 (sidebar icon collision, inconsistent empty states, heading hierarchy, getting-started affordance, role-filtered nav) deferred.

Open items / deferred

• UX findings 2-6 in docs/UX_AND_PERSONAS.md (icon collision, empty-state component, page-title primitives, admin checklist, role-filtered sidebar).
• Custom role labels / custom roles still have no Settings UI (data layer from pass 11 exists).
• importMembers / importPaymentsCsv still lack Zod schemas (pass-10 audit item).

Verification

• pnpm test 266/266. pnpm build green, /onboarding in the route table.
• Migration 022 applies via deploy.sh's idempotent runner on next deploy.

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2026-05-14 (pass 11) — Forum, comments, secrets encryption, custom tiers/invites, logo

Branch: main. Pushed.

What I did

Major feature expansion + security fix surfaced by audit.

Schema migration scripts/021_forum_tiers_roles_invites_secrets.sql, folded into scripts/schema.sql Section 13:

• forum_threads (title, body, category, pinned, locked, comment_count, last_comment_at). Full RLS.
• comments polymorphic over (forum_thread | proposal | incident | policy) with parent_id for nesting. Trigger maintains forum_threads.comment_count and last_comment_at.
• space_tiers per-space (slug, name, description, monthly_price_cents, billing_cadence, is_system, sort_order). Backfills plus/basic/associate for every existing space and seeds them on INSERT spaces via trigger. space_members.tier_id FK added and backfilled from the legacy enum.
• space_role_labels (rename + recolor built-in roles per space). space_custom_roles (non-privileged extra labels). space_member_custom_roles m2m.
• space_invites with code, label, expires_at, max_uses, uses_count, is_enabled. Legacy spaces.invite_code backfilled as a permanent enabled invite.
• secrets.encrypted_value bytea + encryption_version smallint. Secrets RLS tightened.
• knowledge_base.render_markdown boolean (default true).
• comms_channels INSERT policy: any member of the space can create. UPDATE/DELETE: admin/board OR creator (default channels protected).

Server actions:

• lib/actions/forum.ts: createForumThread, updateForumThread (pin/lock moderator-gated), deleteForumThread, addComment, editComment, deleteComment.
• lib/actions/comms.ts: createChannel, renameChannel, deleteChannel.
• lib/actions/tiers.ts: createTier, updateTier, deleteTier.
• lib/actions/roles.ts: upsertRoleLabel, createCustomRole, updateCustomRole, deleteCustomRole, assignCustomRole, unassignCustomRole.
• lib/actions/invites.ts: createInvite, updateInvite, deleteInvite.
• lib/actions/secrets.ts: rewritten to use AES-256-GCM at rest. New revealSecret(id) returns plaintext only via server action and logs secret.revealed to activity_log. New updateSecret. List endpoint in /ops/page.tsx no longer selects value or encrypted_value — fixes the screenshot bug where ciphertext was already in the page bundle before "Reveal".
• lib/secrets/crypto.ts: AES-256-GCM helpers. Reads SECRETS_ENCRYPTION_KEY env (64 hex chars). Falls back to plaintext storage if the env var isn't set.

UI:

• /forum (index with pinned/locked badges, last-activity sort), /forum/new, /forum/[id].
• components/comments/CommentThread + loadComments helper. Embedded on /proposals/[id], /incidents/[id], /policies/[slug].
• /comms sidebar: inline "+ New channel" form (name + description + type).
• /ops Secrets tab: Reveal now calls the revealSecret action and respects encryption.
• /ops KB: row click opens a modal that renders entry.content as markdown via react-markdown + remark-gfm.
• /settings: new Tiers tab (list/create/edit/archive/delete custom tiers, inline price edit). New Invites tab (list/create/disable/delete; copy code).
• Landing page nav + footer now use AtlasLogo instead of IcoTerminal. public/logo.svg is the favicon (referenced by app/layout.tsx metadata).
• Sidebar gets a Forum link below Comms.

Auth flow: joinSpace honors codes from space_invites first (enforces enabled/expired/max-uses), falls back to legacy spaces.invite_code, and increments uses_count on success.

Env: SECRETS_ENCRYPTION_KEY added to .env.example and to secrets/base.env locally (gitignored).

Validations: added updateSecretSchema, createForumThreadSchema, updateForumThreadSchema, createCommentSchema, updateCommentSchema, createTierSchema, updateTierSchema, upsertRoleLabelSchema, createCustomRoleSchema, updateCustomRoleSchema, createInviteSchema, updateInviteSchema, createChannelSchema.

Open items (deferred for follow-up)

• Custom role labels and custom roles UI in Settings. Data layer + RLS + server actions all in place; UI surface not yet added. Schema rows can be created via PostgREST or psql today.
• importMembers and importPaymentsCsv lack Zod schemas (audit-flagged). Logic still filters on type, but should adopt schemas.
• Add SECRETS_ENCRYPTION_KEY to the droplet's .env.production before the next deploy. Without it, secrets fall back to legacy plaintext storage and the screenshot bug returns. (Update done locally; deploy env update pending.)
• Migration 021 must be applied on production. The deploy script runs it idempotently; first deploy after this commit will write _migrations_applied row.

Verification

• pnpm test -> 266/266 pass.
• pnpm build -> green, all new routes in the route table (/forum, /forum/new, /forum/[id]).

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2026-05-14 (pass 10) — Production deploy + open-source release prep

Branch: main. Pushed (8ad1ca4).

Self-hosted production deploy completed on a single DigitalOcean Droplet at https://hackerspace.sh. Supabase (db/auth/rest/realtime/kong/meta/studio) runs in Docker with the Postgres data directory on a persistent block volume at /mnt/data/postgres. Caddy 2 terminates TLS with automatic Let's Encrypt for the apex, www, supabase, and studio hostnames. Studio is gated by HTTP basic auth (bcrypt). Daily pg_dumpall cron writes to /mnt/data/backups with 14-day retention. GitHub Actions auto-deploys every push to main over SSH via /opt/hackerspace-ops/deploy.sh which applies pending migrations idempotently (via public._migrations_applied), rebuilds, and restarts the systemd service. Resend SMTP is wired into GoTrue.

Open-source release scaffolding shipped: LICENSE (MIT), CONTRIBUTING.md, SECURITY.md, CHANGELOG.md, docs/WEBHOOKS.md, refreshed README.md and docs/DEPLOYMENT.md. All v0/Vercel references removed from app code; @vercel/analytics dependency dropped. GitHub icon link to the public repo in the landing nav + footer.

Audit fixes in the same commit:

• Webhook signing secret now has show/hide + copy in /settings; the broken external docs.hackerspace.sh/webhooks link replaced with docs/WEBHOOKS.md.
• updateSpaceSettings parameter type now includes mission_statement (was silently dropped).
• /members enforces member_directory_visibility for non-admin viewers.
• Mobile responsiveness pass: Projects Kanban, Members + Payments tables (column hiding on narrow), Proposal tally + voting buttons.

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2026-05-14 (pass 9) — Datetime fix + configurable areas

Branch: main. Author: Claude (no commits made).

What I did

Two user-reported issues from running the local app:

1. "Invalid datetime" error when creating a task with a due_date. HTML <input type="date"> sends "2026-05-22" (date-only) but z.string().datetime() requires full RFC 3339. Eight other schemas had the same latent bug (createProjectSchema.due_date, addMemberSchema.joined_at, logCashPaymentSchema.transaction_date, both proposal voting timestamps, createPolicySchema.effective_at, supersedePolicySchema.effective_at, meetingMinutesSchema.meeting_date).
2. Areas were hardcoded constants in tasks-client.tsx (9 strings) and projects-client.tsx (9 different strings). Not configurable per-space. No defaults seeded for new spaces.

Fix 1: shared flexibleDateTime preprocessor

lib/validations.ts exports flexibleDateTime(). A z.preprocess that maps ""/null/undefined → null, passes through full RFC 3339 unchanged, normalises YYYY-MM-DD and YYYY-MM-DDTHH:MM through new Date(v).toISOString(), and leaves unparseable input for Zod to reject. Wired into all nine date fields. The original bug screenshot is gone: "2026-05-22" validates and inserts as "2026-05-22T00:00:00.000Z". Added 7 new tests.

Fix 2: space_areas table + Settings UI

Migration scripts/020_areas.sql:

• space_areas table: (id, space_id, code, name, icon, sort_order, is_archived). UNIQUE per (space_id, code) and (space_id, name).
• Sort index (space_id, sort_order, name).
• RLS: members read, admin/board write, admin delete.
• seed_default_areas() trigger fires after spaces INSERT, seeding ten defaults: 3D Printing, Electronics, Woodshop, Laser, Metal Shop, Facilities, Software, Kitchen, Admin, General. Codes are stable slugs; names are display labels.
• Backfill populates every existing space that has no areas. Idempotent.
• Folded into scripts/schema.sql as Section 12.

Library surface:

• lib/types.ts: SpaceArea type.
• lib/validations.ts: createAreaSchema, updateAreaSchema (slug regex, length caps).
• lib/actions/areas.ts: createArea, updateArea, deleteArea. Use requireMemberWithRole(ADMIN_ROLES). Re-exported via the barrel.

UI wiring:

• app/(app)/tasks/page.tsx and app/(app)/projects/page.tsx fetch space_areas in parallel and pass areas: string[] to the client.
• tasks-client.tsx and projects-client.tsx accept the new prop; old hardcoded arrays renamed DEFAULT_AREAS as a fallback.
• app/(app)/settings/page.tsx fetches the full area list and passes to SettingsClient.
• settings-client.tsx: new Areas card on the Space tab. Lists every area with inline-editable name + sort_order, archive/restore toggle, admin-only delete with confirm prompt. "Add area" form takes code + display name.

Verification (live local stack)

• Migration applied to the running Postgres. 20 area rows across 2 spaces (Demo Hackerspace + the user's HeatSync Labs space created earlier through the UI), 10 each.
• Test user fetched space_areas via REST with their JWT; got the 10 defaults sorted by sort_order. RLS clean, no cross-tenant leak.
• 266 tests across 8 files (was 259; +7 for flexibleDateTime).
• pnpm build clean, 31 routes.
• Dev server still running, hot-reloaded the changes.

Files changed

Added:
  scripts/020_areas.sql
  lib/actions/areas.ts

Edited:
  lib/validations.ts                              (flexibleDateTime + area schemas)
  lib/types.ts                                    (SpaceArea)
  lib/actions/index.ts                            (export areas)
  scripts/schema.sql                              (Section 12)
  scripts/README.md                               (020 listed)
  app/(app)/tasks/page.tsx                        (fetch + pass areas)
  app/(app)/tasks/tasks-client.tsx                (accept areas prop)
  app/(app)/projects/page.tsx                     (fetch + pass areas)
  app/(app)/projects/projects-client.tsx          (accept areas prop)
  app/(app)/settings/page.tsx                     (fetch areas)
  app/(app)/settings/settings-client.tsx          (Areas management card)
  __tests__/validations.test.ts                   (7 new tests)
  types/database.ts                               (regenerated; includes space_areas)
  docs/HANDOFF.md                                 (this entry)

In the browser: /tasks → New Task → due_date 2026-05-22 saves cleanly. /settings → Space tab → scroll to Areas → add a custom area; it appears in the Tasks and Projects dropdowns on next render.

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2026-05-14 (pass 8) — Local stack verified end-to-end, seed + LOCAL_DEV docs

Branch: main. Author: Claude (no commits made).

What I did

Brought the system from "passes tests + builds" to "runs against a real Supabase stack on this machine, end-to-end."

1. Installed Supabase CLI via brew install supabase/tap/supabase. Started a local stack (supabase start) — Postgres, GoTrue, PostgREST, Realtime, Storage, Studio, Mailpit all up in Docker.
2. Applied scripts/schema.sql from scratch against the empty local DB. 18 tables created.
3. Wrote scripts/seed.sql and applied it: 1 demo space, 5 offline members across all roles, 1 active code-of-conduct policy v1, 3 tasks, 1 project, 1 KB entry, 3 proposals (open / draft / decided) with 7 votes already cast, 1 open incident, 8 activity-log rows.
4. Migration 019 (scripts/019_proposal_expiry.sql): public.expire_proposals() flips open proposals past their deadline to decided (if quorum met) or expired. Schedules itself hourly via pg_cron if the extension is enabled. Folded into schema.sql as Section 11.
5. Wrote docs/LOCAL_DEV.md: 8-step quickstart, wipe + re-seed recipe, troubleshooting section.
6. Regenerated types/database.ts from the live local DB. 1696 lines, 18 tables, 1 view, 3 RPC functions.
7. Wrote .env.local with the local Supabase URL and keys.
8. Started pnpm dev. Health endpoint returns 200, public routes return 200, /dashboard correctly 307s to /login.

Verification done with real data

• Anon-key RLS gate confirmed (empty array on no-session).
• Service-role bypass confirmed.
• Created [email protected] via Auth Admin API, signed in via /auth/v1/token, got a real ES256 JWT, queried proposals + channels + policies — all RLS-scoped, all returning seeded data.
• Privilege-escalation guard (migration 015): simulated a plain-member self-promotion via JWT-claimed authenticated role. Postgres rejected with the exact Members cannot change their own role, tier, status, approval, card access, or space. message.
• expire_proposals() runs cleanly, returns 0.
• HTML smoke: /login title correct, /signup contains expected copy.
• 259 tests across 8 files passing.

Files changed

Added:
  supabase/config.toml                        (from supabase init)
  scripts/019_proposal_expiry.sql
  scripts/seed.sql
  docs/LOCAL_DEV.md
  .env.local                                  (gitignored)

Edited:
  scripts/schema.sql                          (Section 11)
  types/database.ts                           (regenerated)

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2026-05-14 (pass 7) — Tier 2/3 UI closure + Markdown + proxy rename

Branch: main Author: Claude (no commits made).

What I did

Finishing the user-facing surface for the schema work passes 5 and 6 added.

1. Renamed middleware.ts → proxy.ts for Next.js 16. Renamed the exported middleware function to proxy. The deprecation warning that the build had been emitting since pass 4 is now gone.
2. Markdown rendering: installed react-markdown + remark-gfm. Created components/markdown.tsx (MarkdownBody) with safe defaults — HTML escaped, no rehypeRaw, every link gets rel="noopener noreferrer" and target="_blank". Wired it into the three governance detail pages so proposal bodies, incident bodies, incident dispositions, incident updates, and policy formal/plain text now render headings, lists, links, code, blockquotes, tables, strikethrough.
3. /profile route (Tier 3.1 + 3.2 UI closure):
   • Server page reads the caller's space_members row.
   • ProfileForm (client) lets a member edit display_name, handle, phone, skills, interests, willing_to. Uses a tiny custom ChipInput component for tag-style multi-value fields with Enter/, to commit and Backspace to delete.
   • AffiliationsForm (client) lets the member disclose COI affiliations. Submit stamps coi_last_disclosed_at via discloseAffiliations. Surfaces an orange callout for privileged-role members who haven't disclosed yet.
   • The willing_to field ships with suggestion chips: board_candidate, treasurer_candidate, host_volunteer, area_lead_candidate, event_organizer, safety_committee, docs_steward. Members can also free-form.
4. /recruitment route (Tier 3 succession view):
   • Board / admin only (server-side redirect for others).
   • Queries space_members for the current space; groups by each willing_to tag; renders one card per tag with the willing members listed underneath.
   • For privileged-role members (admin / board / treasurer) the card shows a "COI on file" or "no COI" badge based on coi_last_disclosed_at.
   • A separate "Skills declared (no role opt-in)" section catches members who declared skills without willing_to.
5. Settings extensions (Tier 2.1 + Tier 2.2 + mission statement):
   • Added mission_statement field to updateSpaceSettingsSchema (max 5000 chars, nullable).
   • The Space tab on /settings now has a Mission Statement textarea inside the existing space-settings form.
   • A new Visibility card on the Space tab exposes two dropdowns: financial_visibility (3 options) and member_directory_visibility (4 options). Saves via the existing updateSpaceVisibility action from pass 6.
6. Mission statement display in the app shell: when space.mission_statement is set, the app layout renders it in a small italic footer on every protected page — the "stated-mission visibility on every page" principle from docs/GOVERNANCE_FEATURES.md section 1.
7. Dashboard widget: above the main grid, two side-by-side cards.
   • Open proposals awaiting your vote: queries open proposals, joins against the caller's proposal_votes to filter out ones they've already voted on, shows up to 5 with the voting-window close timestamp and a live quorum percentage.
   • Incidents needing response (admin/board only): shows received and under_review incidents, sorted newest first, with a red "respond by" date if the SLA has elapsed.
   • The whole section only renders if at least one of the two has content.
8. Sidebar: added "My profile" (UserCircle icon) and admin-gated "Recruitment" (UserSearch icon) under the People group.
9. 4 new tests in __tests__/governance.test.ts for the mission_statement extension to updateSpaceSettingsSchema. Total now 259 across 8 files.

Verification

• pnpm vitest run → 259 tests pass across 8 files.
• pnpm build → success. Build emits 31 routes (added /profile, /recruitment).
• The middleware-deprecation warning is gone. Only remaining build warning is the stray lockfile at /Users/obsidian/Projects/package-lock.json, which is outside the repo and harmless on DO.

Open items, priority order

1. Apply pending migrations on production (015, 017, 018) if not already done. Fresh deploys get them all via scripts/schema.sql.
2. Regenerate types/database.ts with the Supabase CLI to clear the ~217 TS errors that typescript.ignoreBuildErrors masks. Once clean, remove ignoreBuildErrors so future drift surfaces in CI.
3. Configure OAuth providers in Supabase if you want the GitHub / Google buttons to work.
4. Auto-expire open proposals: when voting_closes_at < now(), status should auto-flip from open to expired. Currently manual via the admin's "Mark decided" button. A cron-triggered server action would close this.
5. Mark KB entry as meeting minutes: schema (column added in 018) and validation schema in place, but no UI control yet.
6. Notifications on incident status change: activity_log row written but no in-app comms message or email triggered. Add when notification infra is ready.
7. Hosting calendar, sponsor / partner registry, community surveys: Tier 4, deferred indefinitely until adoption signals demand.
8. Secrets encryption at rest: secrets.value and integrations.config still plain text. Address before storing real production credentials.

Files changed this pass

Added:
  proxy.ts                                              (replaces middleware.ts)
  components/markdown.tsx
  app/(app)/profile/page.tsx
  app/(app)/profile/profile-form.tsx
  app/(app)/profile/affiliations-form.tsx
  app/(app)/profile/chip-input.tsx
  app/(app)/recruitment/page.tsx

Removed:
  middleware.ts                                         (renamed to proxy.ts)

Edited:
  app/(app)/layout.tsx                                  (mission statement footer)
  app/(app)/dashboard/page.tsx                          (governance widget)
  app/(app)/settings/settings-client.tsx                (mission statement + visibility section)
  app/(app)/proposals/[id]/page.tsx                     (MarkdownBody)
  app/(app)/incidents/[id]/page.tsx                     (MarkdownBody, ×3)
  app/(app)/policies/[slug]/page.tsx                    (MarkdownBody, ×2)
  components/app-sidebar.tsx                            (Profile, Recruitment links)
  lib/validations.ts                                    (mission_statement on updateSpaceSettingsSchema)
  __tests__/governance.test.ts                          (4 new tests)
  package.json                                          (react-markdown, remark-gfm)
  docs/HANDOFF.md                                       (this entry)

How to verify locally

pnpm install                          # picks up react-markdown + remark-gfm
pnpm vitest run                       # 259 tests, 8 files
pnpm build                            # 31 routes, no middleware deprecation warning

In the browser:

• Visit /profile, edit skills / willing_to (chip input), save.
• Visit /recruitment as admin/board — see members grouped by willing_to.
• Visit /settings, scroll to "Visibility", change financial_visibility to treasurer_only, save, then visit /financials as a plain member — should be blocked. Switch back to all_members_visible — visible again.
• Set a mission statement on /settings. It appears as a footer on every protected page.
• Open a proposal, edit body to include # heading\n\n- list\n- items\n\n[link](https://example.com). Renders rich.

---

2026-05-14 (pass 6) — Audit fixes + Tier 2/3 partial-ship

Branch: main Author: Claude (no commits made).

Audit findings

Read my pass-5 work hard. Four real defects, plus several lower-severity items I documented but didn't change.

Critical (fixed in migration 017):

1. proposal_votes.votes_insert accepted a vote where member_id was a space_members row from space A but the proposal was in space B, because the policy never joined them. Fixed: insert WITH CHECK now requires m.space_id = p.space_id for the joined member.
2. votes_update had the same bug. Same fix.
3. incidents.incidents_insert let the reporter set reporter_id to any space_members.id they owned — across spaces. Fixed: WITH CHECK requires the row's space_id match the incident's.
4. incident_updates.incident_updates_insert did not validate author_id at all. Fixed: WITH CHECK requires the author is the calling user and in the incident's space.

Plus: added partial unique index policies_one_active_per_slug ON policies (space_id, slug) WHERE status = 'active' so two admins concurrently activating different drafts cannot leave two active rows.

Lower-severity (documented, deferred):

• requireMember().single() makes multi-space membership effectively impossible. The app design has always assumed one membership per user.
• appealIncident does insert-then-update without a transaction; mid-flight failure leaves an orphaned proposal. Acceptable risk.
• supersedePolicy race between two admins computing version + 1 simultaneously is caught by the existing UNIQUE (space_id, slug, version).
• Reporter can post visibility='board_only' on their own incident_update via raw API and then can't read it. Self-inflicted.
• /proposals and /incidents lists don't paginate. Defer.
• Incident detail never shows the reporter's name to admin/board. Future ergonomic improvement.
• Dashboard doesn't surface open proposals or pending incidents.

Built in this pass (audit fixes + Tier 2/3 schema + one Tier 2 UI)

1. Migration 017 scripts/017_governance_rls_hardening.sql: the four RLS fixes + the partial unique index. Mirrored into scripts/schema.sql.
2. Migration 018 scripts/018_member_state_and_visibility.sql:
   • space_members gains skills, interests, willing_to, affiliations (all text[]) and coi_last_disclosed_at. GIN indexes on skills and willing_to.
   • spaces gains financial_visibility and member_directory_visibility enums.
   • knowledge_base gains is_meeting_minutes and meeting_date (partial index).
   • schedule_card_review trigger inserts a 180-day task whenever has_card_access flips on.
   • inactive_members view: members in good standing with no activity_log entry in 180 days.
3. New server actions:
   • members.ts → updateMyProfile({...}): member self-edit of display_name, handle, phone, skills, interests, willing_to. The privilege-escalation trigger from migration 015 keeps role/tier/status off-limits.
   • members.ts → discloseAffiliations({ affiliations }): stamps coi_last_disclosed_at and logs to activity_log.
   • settings.ts → updateSpaceVisibility({...}): admin-only.
4. Validation schemas: updateMyProfileSchema, discloseAffiliationsSchema, updateSpaceVisibilitySchema, meetingMinutesSchema, plus exported tuples (financialVisibilities, directoryVisibilities).
5. 13 new tests in __tests__/governance.test.ts. Total now 255 across 8 files.
6. /financials route: server-component aggregations from payments (this month, this year, lifetime, linked vs unlinked, by platform with sparkline-style bars, last 12 months). Gated by space.financial_visibility against caller's role.
7. Sidebar: added "Financials" under People with the LineChart icon.

Verification

• pnpm vitest run → 255 tests pass across 8 files.
• pnpm build → success. 29 routes emit (added /financials).
• pnpm exec tsc --noEmit → same Supabase generic-drift count as before. No new error categories.

Deployment steps for this pass

Run on every existing database, in order:

\i scripts/017_governance_rls_hardening.sql
\i scripts/018_member_state_and_visibility.sql

Then restart PostgREST (docker compose exec rest restart on self-hosted; managed Supabase auto-refreshes).

Fresh deploys get both via scripts/schema.sql (sections 9.8 and 10). No additional config needed; new columns ship with sensible defaults.

Open items, priority order

1. Apply 017 on production immediately if any chance of multi-space membership (admin client could have set it up).
2. Apply 018 for the Tier 2/3 columns and the card-review trigger.
3. Profile / COI / settings-visibility UI: server actions are in place, no UI yet. A /profile route + extending Settings would close Tier 3.1, 3.2 and the financial-visibility toggle.
4. Recruitment view: query space_members by willing_to for board-only succession planning.
5. Mark KB entry as meeting minutes from UI: schema ready, no UI control.
6. Earlier-pass items still open: regenerate types/database.ts, run migration 015 if not already, rename middleware.ts → proxy.ts for Next.js 16.

Files changed this pass

Added (schema):
  scripts/017_governance_rls_hardening.sql
  scripts/018_member_state_and_visibility.sql

Added (UI):
  app/(app)/financials/page.tsx

Edited:
  scripts/schema.sql               (sections 9.8 + 10)
  scripts/README.md                (017, 018 listed)
  lib/types.ts                     (FinancialVisibility + DirectoryVisibility)
  lib/validations.ts               (4 new schemas + tuples)
  lib/actions/members.ts           (updateMyProfile, discloseAffiliations)
  lib/actions/settings.ts          (updateSpaceVisibility)
  components/app-sidebar.tsx       (Financials nav link)
  __tests__/governance.test.ts     (13 new tests)
  docs/GOVERNANCE_FEATURES.md      (Tier 2 + 3 marked partial-shipped)
  docs/HANDOFF.md                  (this entry)

---

2026-05-14 (pass 5) — Tier 1 governance kernel shipped

Branch: main Author: Claude (no commits made).

What I did

Built the full Tier 1 governance kernel from docs/GOVERNANCE_FEATURES.md. Three new tightly integrated modules: proposals, incidents, policies. Schema + server actions + validations + tests + UI + sidebar nav.

1. Schema: scripts/016_governance_kernel.sql (and mirrored into scripts/schema.sql as Section 9). 5 new tables (proposals, proposal_votes, incidents, incident_updates, policies), 8 new enums, 6 new columns on spaces for governance defaults (quorum percent/floor, voting window, incident SLA, mission statement). Triggers: compute_proposal_quorum, refresh_proposal_tally, compute_incident_sla, touch_updated_at. Full RLS: any member proposes / files / reads; admin+board transition status; votes are immutable post-window; incidents readable only to reporter + admin/board. Idempotent re-run safe (DROP POLICY IF EXISTS, CREATE OR REPLACE, EXCEPTION WHEN duplicate_object).
2. Types in lib/types.ts: hand-typed Proposal, ProposalVote, Incident, IncidentUpdateRow, Policy and all 8 governance enums. types/database.ts should be regenerated via Supabase CLI to fold these in.
3. Validations in lib/validations.ts: 11 new Zod schemas (createProposalSchema, castVoteSchema, decideProposalSchema, withdrawProposalSchema, openProposalSchema, fileIncidentSchema, updateIncidentStatusSchema, addIncidentUpdateSchema, appealIncidentSchema, createPolicySchema, supersedePolicySchema, updatePolicyStatusSchema). Tested before being wired into actions (test-driven).
4. Server actions: lib/actions/proposals.ts, lib/actions/incidents.ts, lib/actions/policies.ts. Use the existing requireMember / requireMemberWithRole / parseInput / logActivity helpers. Re-exported via the barrel in lib/actions/index.ts. Notable: fileIncident generates an opaque reporter_token when anonymous; appealIncident atomically spawns a draft membership_vote proposal and flips the incident to appealed; supersedePolicy inserts a new version with prior_version_id set rather than mutating the prior row; updatePolicyStatus(... , 'active') atomically supersedes any prior active version with the same slug.
5. Tests: __tests__/governance.test.ts adds 40 tests covering every new Zod schema (valid input, invalid enum values, required field enforcement, recusal-requires-reason cross-field validation, slug character set, etc). The cross-cutting "governance contract surface" suite enforces that the enum tuples we export match the DB enums in workflow order.
6. UI: server-component-driven, minimal client islands.
   • /proposals: open / draft / archive sections with live tally and quorum hints.
   • /proposals/[id]: title + body + status, tally panel with quorum progress, vote form (yes/no/abstain/recused-with-required-reason), management buttons (open / withdraw / decide) gated by role, vote list with comments and recusal reasons.
   • /proposals/new: form with type, threshold, "open immediately" checkbox.
   • /incidents: open / decided / closed sections. Members see only their own; admin/board sees all (RLS enforced).
   • /incidents/[id]: title + body + disposition + update thread, status transition form (admin/board), post-update form (everyone with access), one-click "request membership appeal" for reporter on dismissed incidents.
   • /incidents/new: title, body, category, severity, optional subjects multi-select, anonymous checkbox with honest disclaimer; on anonymous submit, surfaces the opaque tracking token to the reporter once.
   • /policies: one row per slug showing the active (or latest) version.
   • /policies/[slug]: plain-language + formal text + version history, with "activate" / "supersede" / "deprecate" buttons for admins.
   • /policies/new: slug + title + section ref + plain + formal text. Admin-only route.
7. Sidebar: new "Governance" section with three links (Proposals, Incidents, Policies). Lucide icons: Vote, ShieldAlert, ScrollText.
8. Docs updated:
   • docs/GOVERNANCE_FEATURES.md: Tier 1 marked SHIPPED with implementation pointers.
   • scripts/README.md: migration 016 listed.
   • This handoff entry.

Verification

• pnpm vitest run → 242 tests pass across 8 files (was 202 / 7). The 40 new tests are in __tests__/governance.test.ts.
• pnpm build → success. 9 new routes emit cleanly (/proposals, /proposals/[id], /proposals/new, /incidents, /incidents/[id], /incidents/new, /policies, /policies/[slug], /policies/new). 28 routes total.
• pnpm exec tsc --noEmit → 217 errors (was 157). All 60 new errors are the same Supabase generic-drift pattern (Property 'X' does not exist on type 'never') that the pre-existing 157 are. Runtime is unaffected. Regenerating types/database.ts with the Supabase CLI clears them all.

Open items, priority order

1. Apply scripts/016_governance_kernel.sql to any existing production database. Fresh deploys get it via scripts/schema.sql automatically.
2. Regenerate types/database.ts with supabase gen types typescript --project-id <ref>. Clears the 60 + 157 = 217 TS errors. Then remove typescript.ignoreBuildErrors from next.config.mjs.
3. Pass 4 priority 1 still applies: run scripts/015_prevent_member_self_role_change.sql before external users sign in.
4. Auto-expiry of open proposals: when voting_closes_at < now(), the status should flip from open to expired (or decided if board acts). Currently manual. A cron-triggered server action or DB job can do this.
5. Markdown rendering: proposals' body is currently rendered as <pre> whitespace-preserved text. Pulling in react-markdown would give links, lists, and the [policy:slug#section] citation syntax from the roadmap doc. Defer until adoption is real.
6. No notifications on incident status change. The activity_log row is inserted but no in-app comms message or email is sent. Add later when notification infra is ready.
7. Rename middleware.ts → proxy.ts for Next.js 16 (still works, deprecation warning only).

Decisions pending

• Whether to back-port Tier 2 features (skill/interest fields, COI disclosure, mid-tenure card review trigger, financial dashboard visibility settings) in the next pass.
• Whether to add markdown rendering with citation hover-cards now or wait.
• Whether to add a worker / cron to auto-flip expired proposals.

Files changed this pass

Added (schema):
  scripts/016_governance_kernel.sql

Added (lib):
  lib/actions/proposals.ts
  lib/actions/incidents.ts
  lib/actions/policies.ts

Added (tests):
  __tests__/governance.test.ts

Added (UI):
  app/(app)/proposals/page.tsx
  app/(app)/proposals/proposal-badges.tsx
  app/(app)/proposals/new/page.tsx
  app/(app)/proposals/new/new-proposal-form.tsx
  app/(app)/proposals/[id]/page.tsx
  app/(app)/proposals/[id]/proposal-actions.tsx
  app/(app)/incidents/page.tsx
  app/(app)/incidents/new/page.tsx
  app/(app)/incidents/new/incident-form.tsx
  app/(app)/incidents/[id]/page.tsx
  app/(app)/incidents/[id]/incident-actions.tsx
  app/(app)/policies/page.tsx
  app/(app)/policies/[slug]/page.tsx
  app/(app)/policies/[slug]/policy-actions.tsx
  app/(app)/policies/new/page.tsx
  app/(app)/policies/new/new-policy-form.tsx

Edited:
  scripts/schema.sql                  (added Section 9: governance kernel)
  scripts/README.md                   (listed migration 016)
  lib/types.ts                        (governance entity types + enum unions)
  lib/validations.ts                  (11 new Zod schemas + enum exports)
  lib/actions/index.ts                (re-export the three new modules)
  components/app-sidebar.tsx          (Governance section with 3 links)
  docs/GOVERNANCE_FEATURES.md         (Tier 1 marked SHIPPED)
  docs/HANDOFF.md                     (this entry)

Deployment steps for this pass

On any existing database:

-- In Supabase SQL editor or psql:
\i scripts/016_governance_kernel.sql

For a fresh deploy, the canonical scripts/schema.sql already includes it (Section 9). No app-level config changes needed; the new spaces columns ship with sensible defaults (default_quorum_percent=10, default_quorum_floor=1, default_voting_window_hours=216 (9 days), default_threshold='simple_majority', incident_sla_hours=72).

After applying, restart PostgREST (docker compose restart rest on self-hosted) so the schema cache refreshes.

---

2026-05-14 (pass 4) — Deploy readiness + self-hosted DO guide

Branch: main Author: Claude (no commits made).

What I did

1. Verified deploy readiness end to end:
   • pnpm vitest run: 202 tests pass across 7 files.
   • pnpm build: success. 19 routes emitted (including /api/health, /api/paypal/sync, /auth/callback, (landing) /, all (app)/* routes).
   • pnpm exec tsc --noEmit: 157 errors, all pre-existing supabase-js generic drift, all masked by typescript.ignoreBuildErrors: true in next.config.mjs. No new errors introduced.
2. Fixed one self-inflicted test bug: __tests__/auth-helpers.test.ts was written in pass 3 using the old r.error access pattern, which does not narrow now that Result<T> is a tagged union (ok: true | false). Rewrote each test to gate on if (r.ok) / if (!r.ok) before reading data or error.
3. Surfaced two non-blocking build warnings that the user should know about:
   • Next.js 16 deprecates the middleware file convention in favour of proxy. Build still works with middleware.ts; rename to proxy.ts whenever convenient.
   • Next.js detected a stray /Users/obsidian/Projects/package-lock.json outside the repo (workspace root inference). Local-only nuisance, does not affect CI or DO builds.
4. Wrote docs/DEPLOY_DO_SELFHOSTED.md: complete end-to-end guide for running the entire stack on one DigitalOcean Droplet with self-hosted open-source Supabase. 16 sections, ~700 lines, copy-pasteable commands throughout. Covers:
   • Architecture and cost (~$48/mo for 8 GB Droplet).
   • Droplet provisioning, hardening, Docker/Nginx/Certbot install.
   • DNS records for yourdomain.com, supabase.yourdomain.com, studio.yourdomain.com.
   • Self-hosting Supabase: cloning supabase/supabase, generating JWT_SECRET / ANON_KEY / SERVICE_ROLE_KEY via a Node one-liner, full .env template, port-remap override (Studio defaults to 3000 and collides with the Next.js app; doc rebinds it to 3001 and forces all internal ports to 127.0.0.1 to keep them off the public internet).
   • Applying scripts/schema.sql, 014_*.sql, 015_*.sql via docker compose exec db psql.
   • Building the app image with NEXT_PUBLIC_* build args (otherwise the client bundle ships with undefined for them — common gotcha).
   • Nginx server blocks for app, Supabase API, and basic-auth-gated Studio.
   • Let's Encrypt SSL covering all four hostnames.
   • Post-deploy verification including a regression test for migration 015's privilege-escalation guard.
   • Daily pg_dump backups with 14-day local rotation and an off-site path to DO Spaces.
   • Operations: app upgrades, incremental schema migrations (with docker compose restart rest to refresh PostgREST's schema cache), Supabase version upgrades.
   • Hardening checklist (14 items) and a troubleshooting section covering the eight problems people actually hit.
5. Linked the new doc from README.md (deployment table + body section) and from the top of docs/DEPLOYMENT.md. Made it explicit that DEPLOYMENT.md covers managed-Supabase paths and DEPLOY_DO_SELFHOSTED.md covers full self-hosting.

Deployment quick reference (so the next session does not have to re-read everything)

Path	When to use	Guide
Vercel + managed Supabase	Fastest path, no infra to manage	docs/DEPLOYMENT.md section 4
DO App Platform + managed Supabase	Want DO but not infra	docs/DEPLOYMENT.md section 5, spec at .do/app.yaml
DO Droplet + managed Supabase	Container-only on your VPS, Supabase Cloud for DB	docs/DEPLOYMENT.md section 6
DO Droplet + self-hosted Supabase	Full data ownership, single Droplet	docs/DEPLOY_DO_SELFHOSTED.md

Migrations to run on every fresh deploy, in order:

1. scripts/schema.sql (canonical, idempotent)
2. scripts/014_member_user_id_nullable.sql
3. scripts/015_prevent_member_self_role_change.sql (security; do not skip)

Open items, priority order

1. Run migration 015 on any live database before external users sign in. Without it, any authenticated member can UPDATE space_members SET role = 'admin' on their own row via direct PostgREST.
2. Rename middleware.ts to proxy.ts to clear the Next.js 16 deprecation. Single-file rename; the export and matcher contract is unchanged.
3. Regenerate types/database.ts via supabase gen types typescript --project-id <ref> (managed) or against the self-hosted Postgres. Clears the 157 TS errors. Then drop typescript.ignoreBuildErrors: true from next.config.mjs so future type drift surfaces in CI.
4. Wire OAuth providers in Supabase dashboard (GitHub, Google). The client code already calls supabase.auth.signInWithOAuth; only the provider configuration is missing.
5. Encrypt secrets.value and integrations.config before storing real production credentials.
6. Stale docs: DB_SCHEMA_MAP.md and docs/ARCHITECTURE.md still claim 4 default channels. Schema creates 3 (general, announcements, ops).
7. signUp trigger metadata mismatch in scripts/schema.sql (handle_space_signup reads space_id but the app never passes it). Benign; trigger short-circuits. Either remove the trigger or rewire it.

Decisions pending from the user

• Whether to rename middleware.ts → proxy.ts now or wait for a future Next.js major version that removes the alias.
• Whether to regenerate types/database.ts against managed Supabase (supabase gen types requires the project ref) or wait until self-hosting is up and run it against that.
• Whether to commit the pass 1–4 changes as one large commit, four sequenced commits matching the pass boundaries, or branch-and-PR per concern.

How to verify locally

pnpm install
pnpm vitest run                                # 202 tests, 7 files
pnpm build                                     # success in ~3s; warnings about middleware/lockfile are non-blocking
pnpm exec tsc --noEmit 2>&1 | grep -v never | wc -l   # remaining non-Supabase errors should be 0

Files changed this pass

Added:
  docs/DEPLOY_DO_SELFHOSTED.md

Edited:
  __tests__/auth-helpers.test.ts
  README.md
  docs/DEPLOYMENT.md
  docs/HANDOFF.md

No application code, no schema, no UI, no business rules were changed in pass 4. The pass added a major deployment guide and confirmed the work from passes 1–3 produces a clean build and a green test suite.

---

2026-05-14 (pass 3) — Architecture refactor + real tests

Branch: main Author: Claude (no commits made).

What I did

1. Split lib/actions.ts (914 lines, 29 functions) into 10 domain files under lib/actions/. Each file owns one entity:
   • tasks.ts, projects.ts, members.ts, contacts.ts, payments.ts, knowledge-base.ts, secrets.ts, area-leads.ts, settings.ts, imports.ts
   • lib/actions/index.ts re-exports everything via export * from './foo'
   • Every client import from '@/lib/actions' still resolves correctly.
2. Created lib/permissions.ts: role constants (ROLES, ADMIN_ROLES, TREASURER_ROLES, ACTIVE_STATUSES), Role type alias, hasRole(role, allowed) helper. Removes magic-string role chains.
3. Created lib/auth-helpers.ts: getAuthMember, requireMember, requireMemberWithRole, parseInput, logActivity. Result types use the canonical ok: boolean discriminator so TypeScript narrows on if (!r.ok) reliably.
4. Wired validation into every server action that has a schema (was previously only createTask and claimTask). 18 more actions now reject bad input at the boundary instead of hoping the database rejects it.
5. Expanded lib/types.ts with re-exports for Role, Member, MemberSummary, Result, MemberResult, ActionResult, and the role/permission constants. One-stop import for typed work.
6. Deleted dead code: app/auth/login/page.tsx (duplicate login linking to nowhere), components/app-shell.tsx (unused, hardcoded badge counts).
7. Wrote real tests: 76 new tests across four files exercise real project code instead of inline assertions.
   • __tests__/validations.test.ts: 37 tests verifying every Zod schema accepts real DB enums and rejects legacy ones.
   • __tests__/permissions.test.ts: 10 tests for role constants and hasRole.
   • __tests__/security.test.ts: 25 tests for sanitize*, escapeHtml, checkRateLimit, isValidUuid.
   • __tests__/auth-helpers.test.ts: 4 tests for parseInput.
   • Full suite: 202 tests, 7 files, all passing.
8. Fixed vitest config:
   • vitest.setup.ts had inline JSX in a .ts file (esbuild refuses). Replaced with React.createElement.
   • vitest.config.ts was picking up Playwright e2e specs. Added include: ['__tests__/**/*.{test,spec}.{ts,tsx}'] and exclude: ['e2e/**'].
9. Added scripts/README.md documenting the migration convention (canonical schema.sql + numbered incremental files, idempotency rules, security baseline, verification queries).

Open items, priority order

1. TypeScript drift between @supabase/supabase-js generics and our Database type: 38 errors in lib/actions/* of the form 'X' is not assignable to parameter of type 'never'. These existed in the original lib/actions.ts too (the build masks them via next.config.mjs: typescript.ignoreBuildErrors: true). Fix is to regenerate types/database.ts with the latest supabase CLI so the generated Database shape matches what @supabase/ssr expects.
2. 103 app/ TypeScript errors in client components (comms-client.tsx, members-client.tsx, etc). Pre-existing v0 codegen output; same root cause as item 1. Untouched in this pass to avoid UI regressions.
3. getCurrentMember was removed from lib/actions.ts when I split it; no caller referenced it. If anything starts to need it, define a server action in lib/actions/index.ts or use getAuthMember from lib/auth-helpers.ts.
4. Pass 2 priority 1 (run scripts/015_*.sql on production) is still outstanding until the user runs it.
5. signUp trigger metadata mismatch remains documented but unfixed.
6. Stale docs: DB_SCHEMA_MAP.md and docs/ARCHITECTURE.md say 4 default channels. Schema creates 3.

Decisions pending

• Whether to regenerate types/database.ts via the Supabase CLI to clear the remaining 141 TS errors.
• Whether to also run next.config.mjs without typescript.ignoreBuildErrors: true once types are clean.
• Whether to add CI to run pnpm vitest and pnpm exec tsc --noEmit on every push.

Files changed this pass

Added:
  lib/permissions.ts
  lib/auth-helpers.ts
  lib/actions/tasks.ts
  lib/actions/projects.ts
  lib/actions/members.ts
  lib/actions/contacts.ts
  lib/actions/payments.ts
  lib/actions/knowledge-base.ts
  lib/actions/secrets.ts
  lib/actions/area-leads.ts
  lib/actions/settings.ts
  lib/actions/imports.ts
  lib/actions/index.ts
  __tests__/validations.test.ts
  __tests__/permissions.test.ts
  __tests__/security.test.ts
  __tests__/auth-helpers.test.ts
  scripts/README.md

Edited:
  lib/types.ts
  vitest.config.ts
  vitest.setup.ts

Removed:
  lib/actions.ts            (replaced by lib/actions/ directory)
  app/auth/login/page.tsx   (dead duplicate)
  components/app-shell.tsx  (dead, unused)

How to verify locally

pnpm install
pnpm vitest run
# expect: 202 tests passing across 7 files

---

2026-05-13 (pass 2) — Application repairs

Branch: main Author: Claude (no commits made).

What I did

1. Fixed dashboard "Quick Chores" bug (app/(app)/dashboard/page.tsx:49). The filter was .neq('status','done') but completeTask() writes 'completed'. Completed tasks were leaking into the open list. Replaced with a positive filter on the open statuses.
2. Fixed signup copy: said default channels were "general, announcements, random". Schema creates "general, announcements, ops". Aligned.
3. Fixed lib/validations.ts enum drift: nine schemas had values that did not match the database. Now aligned: task type and recurrence, project status, member role, contact type, KB visibility, cash payment shape, settings, area lead.
4. Wired validation into high-risk server actions: createProject, updateProjectStatus, addMember, logCashPayment, linkPaymentToMember. Other actions still pass raw formData; documented in docs/AUDIT.md section 4.4.
5. Patched privilege escalation in space_members: added a BEFORE UPDATE trigger (prevent_member_self_role_change) that rejects self-updates of role, tier, status, approved, has_card_access, space_id unless the user is already admin/board/treasurer in that space. Applied to schema.sql. Shipped as incremental migration scripts/015_prevent_member_self_role_change.sql for existing databases. Run this on any production database immediately.
6. Removed duplicate auth functions in lib/actions.ts (signIn, signOut, getUser). Canonical versions live in lib/auth-actions.ts. Verified no caller imports them from actions.ts.
7. Deleted dead scripts: fix-actions.js, fix-sidebar.js, fix-sidebar.mjs, patch-dashboard.mjs. All had hardcoded /vercel/share/v0-project paths.
8. Synced types/database.ts for space_members.user_id to string | null matching the schema fix from pass 1.

Open items, priority order

1. Run scripts/015_prevent_member_self_role_change.sql on production before any external user can authenticate. Until then, any member can self-promote to admin via direct PostgREST.
2. app/auth/login/page.tsx is a dead duplicate login page linking to non-existent /auth/onboarding. Delete the directory.
3. components/app-shell.tsx is dead (no importer). Delete.
4. Wire validation into remaining actions listed in docs/AUDIT.md 4.4 (updateMember, contacts, KB, secrets, area lead, settings, integrations, imports).
5. Secrets at rest: still plain text.
6. signUp trigger metadata mismatch is benign (trigger short-circuits) but should be removed or re-aligned. See docs/AUDIT.md 4.5.
7. Stale docs: DB_SCHEMA_MAP.md and docs/ARCHITECTURE.md still say 4 default channels. Schema creates 3.

Decisions pending

• Whether to wire validation into the remaining actions in the next session.
• Whether to delete app/auth/login/ and components/app-shell.tsx now.
• Whether to regenerate types/database.ts properly via supabase gen types instead of the manual edit applied here.

How to verify the security fix

-- Connect to your Supabase project's SQL editor as a regular user (NOT service role):
-- The following should now fail with "Members cannot change their own role..."
UPDATE public.space_members SET role = 'admin' WHERE user_id = auth.uid();

Files changed this pass

Edited:
  app/(app)/dashboard/page.tsx
  app/signup/page.tsx
  lib/validations.ts
  lib/actions.ts
  scripts/schema.sql
  types/database.ts
  docs/AUDIT.md
  docs/HANDOFF.md

Added:
  scripts/015_prevent_member_self_role_change.sql

Removed:
  scripts/fix-actions.js
  scripts/fix-sidebar.js
  scripts/fix-sidebar.mjs
  scripts/patch-dashboard.mjs

---

2026-05-13 (pass 1) — Deep audit + fresh-deploy hardening

Branch: main Author: Claude (per CLAUDE.md, no commits made this session).

What I did

1. Wrote CLAUDE.md at the repo root. It is the standing brief: no Claude attribution in commits, no emojis, no em dashes, no AI tells, test-driven where practical, always document, handoff after long sessions, smart separation of concerns.
2. Audited every source file. Findings in docs/AUDIT.md.
3. Fixed three idempotency / fresh-deploy issues in scripts/schema.sql:
   • space_members.user_id is now nullable (offline members work).
   • Realtime ALTER PUBLICATION wrapped in DO ... EXCEPTION blocks.
   • All RLS policies preceded by DROP POLICY IF EXISTS.
4. Added scripts/014_member_user_id_nullable.sql for upgrading existing databases.
5. Added every missing deployment artifact: Dockerfile, .dockerignore, docker-compose.yml, .do/app.yaml, .env.example, app/api/health/route.ts.
6. Updated middleware.ts to let /api/health through without auth.
7. Updated docs/DEPLOYMENT.md to reference bundled artifacts instead of asking the user to write their own.

What I did not touch

• Application logic (lib/actions.ts, lib/auth-actions.ts, all *-client.tsx).
• UI components.
• Tests.
• Validation schemas (they are wrong in places, see audit section 4.1, but fixing them is a behavior change).

Open items, in priority order

1. Privilege escalation on space_members.role (audit 4.11). A self-update via the members_update RLS policy lets a member rewrite their own row, including role. Fix before production.
2. Validation schema enum mismatches (audit 4.1). Six schemas in lib/validations.ts reject valid database values. Wire schemas into actions and align the enums.
3. Dead code: four scripts/fix-*.{js,mjs} files with hardcoded /vercel/share paths, and components/app-shell.tsx which no page imports. Delete on next cleanup.
4. Duplicate auth functions: lib/actions.ts lines 30 to 47 redeclare signIn, signOut, getUser that already live in lib/auth-actions.ts. Consolidate.
5. Secrets at rest: secrets.value and integrations.config are plain text. Encrypt before production.
6. UI-only features: OAuth buttons, CSV import processor, webhook endpoint, payment platform syncs (except PayPal), email notifications. See audit 4.7.
7. package.json name is "my-project". Cosmetic.
8. Older docs reference 4 default chat channels; schema creates 3 (general, announcements, ops). DB_SCHEMA_MAP.md and docs/ARCHITECTURE.md are stale on this point.

Decisions pending from the user

• Whether to delete dead scripts now (low risk) or in a separate change.
• Whether to apply scripts/014_member_user_id_nullable.sql against the live database (production may already have user_id nullable per DB_SCHEMA_MAP.md, this migration is idempotent).
• Whether to wire validation schemas into existing server actions in the next session.

How to verify the fresh-deploy fixes locally

# 1. Spin up a fresh Supabase project at supabase.com
# 2. In Supabase SQL Editor, paste scripts/schema.sql and run it. Should report no errors.
# 3. Re-run scripts/schema.sql. Should still report no errors (idempotent).
# 4. Copy .env.example to .env.local, fill in Supabase URL + anon + service role.
pnpm install
pnpm dev
# 5. Visit http://localhost:3000, sign up, create a space, confirm /dashboard renders.
# 6. curl http://localhost:3000/api/health  -> {"status":"ok"}

How to verify the Docker build

# Requires .env.local populated.
docker compose build
docker compose up -d
curl http://localhost:3000/api/health
docker compose logs -f app

Files changed this session

Edited:
  middleware.ts
  scripts/schema.sql
  docs/DEPLOYMENT.md

Added:
  CLAUDE.md
  Dockerfile
  .dockerignore
  docker-compose.yml
  .do/app.yaml
  .env.example
  app/api/health/route.ts
  scripts/014_member_user_id_nullable.sql
  docs/AUDIT.md
  docs/HANDOFF.md

No git commits were made. The working tree carries all changes; the user decides what to commit and when.