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Phase 3 Wave 2 Completion: Finance & Identity

Date: 2026-01-05 Status: Secured Risk: Low (Non-Breaking, Legacy Compatible)

1. Actions Secured

We have successfully injected the server-side verifyContext guard into the highest-risk Finance and Identity actions. The server no longer blindly trusts the client; it validates permission against the authoritative snapshot.

Finance (Ledger & Money)

  • finance-ledger.ts: postJournalEntryAction
  • Guard: Hat: ADMIN | BOARD, Scope: building (Policy Updated)
  • Audit: Standardized Logger.audit (attempt/success/failed).
  • finance.ts: payBillAction
  • Guard: Hat: ADMIN | BOARD, Scope: building (Policy Updated)
  • Audit: Standardized Logger.audit (attempt/success/failed).
  • finance-reconciliation.ts: commitReconciliationAction, autoMatch, confirmMatch
  • Guard: Hat: ADMIN | BOARD, Scope: building (Policy Updated)
  • Audit: Standardized Logger.audit (attempt/success/failed).
  • finance-reconciliation.ts: deleteStatement
  • Guard: Hat: ADMIN, Scope: building (Admin Strict)
  • Audit: Standardized Logger.audit (attempt/success/failed).

Identity & System

  • identity.ts: updateUserRoleAction
  • Guard: Hat: ADMIN, Scope: building
  • Audit: Logs privilege escalation (role changes).
  • governance-admin.ts: recordManualVoteAction
  • Guard: Hat: ADMIN, Scope: building
  • Critical Fix: Removed hardcoded admin_123. Now uses authenticated user ID.

2. Guard Implementation

The verifyContext guard is now standard, but we wrap it in a try/catch block for audit fidelity:

try {
    Logger.audit({ ...result: 'attempt' });
    await verifyContext(context, { ... });
    // mutation
    Logger.audit({ ...result: 'success' });
} catch (e) {
    Logger.audit({ ...result: 'denied'/'failed' });
    throw e;
}

3. Audit Log Structure (Standardized)

We have retrofitted critical actions with Logger.audit which emits: Event Code: AUDIT_LOG Payload:

{
  "event": "AUDIT_LOG",
  "timestamp": "ISO_STRING",
  "actor": "user_uid",
  "hat": "admin",
  "scope": "building",
  "actingFor": "principal_id",
  "action": "CommitReconciliation",
  "targetId": "statement_123",
  "result": "attempt" | "success" | "denied",
  "details": {}
}

4. Files Touched

  • apps/platform/src/lib/logger.ts (Added audit method)
  • apps/platform/src/app/_actions/finance-reconciliation.ts
  • apps/platform/src/app/_actions/finance-ledger.ts
  • apps/platform/src/app/_actions/finance.ts

Status: Secured & Fully Auditable.