SECURITY_CHECKLIST.md

Security Checklist

This document outlines the security review performed on the Serviti codebase before open-source release.

✅ Completed Security Checks

1. Environment Variables and Secrets

• No hardcoded API keys, secrets, or tokens found in the codebase
• All sensitive configuration uses environment variables:
  • AUTH_RESEND_KEY for email service
  • AUTH_EMAIL for sender email address
  • CONVEX_SITE_URL for Convex deployment URL
• No .env files with actual secrets (only .env.local which has been removed)
• .env.local added to .gitignore to prevent future commits

2. Codebase Scanning

• Scanned for common secret patterns (sk_, pk_, AKIA, etc.)
• Checked for hardcoded passwords, tokens, or credentials
• Verified no sensitive data in configuration files
• Confirmed all sensitive values are properly externalized

3. Git History Cleanup

• Used git filter-repo to completely remove .env.local from git history
• Verified the file is no longer present in any commit
• Ensured no sensitive information remains in the version history

4. Dependency Security

• All dependencies are from reputable sources
• No known vulnerable packages identified
• Authentication handled by secure libraries (Convex Auth, Resend)

5. Data Handling

• User data properly handled through Convex backend
• No client-side storage of sensitive information
• Proper session management with Convex Auth
• Secure file uploads through Convex Storage

🛡️ Security Best Practices Implemented

Authentication & Authorization

• Uses Convex's built-in authentication system
• Proper role-based access control (admin/staff)
• Secure password handling with bcrypt hashing
• Email verification for new accounts
• Session management with proper timeouts

Data Protection

• All sensitive data stored server-side in Convex database
• Communication encrypted with HTTPS
• No sensitive data cached in browser localStorage/sessionStorage
• Proper input validation and sanitization

Code Security

• Type-safe TypeScript implementation
• No eval() or similar dangerous functions
• Proper error handling without exposing sensitive details
• Secure file upload handling through Convex Storage

🔐 Recommendations for Users

1. Environment Variables: When deploying, ensure you set your own environment variables:

   • AUTH_RESEND_KEY: Your Resend API key for email sending
   • AUTH_EMAIL: Your sender email address
   • CONVEX_SITE_URL: Your Convex deployment URL

2. Deployment Security:

   • Use HTTPS in production
   • Regularly update dependencies
   • Monitor logs for suspicious activity
   • Implement proper backup strategies

3. Access Control:

   • Limit admin access to trusted personnel only
   • Regularly review user permissions
   • Use strong passwords for admin accounts

📅 Last Security Review

• Date: September 25, 2025
• Performed by: Automated security scan
• Status: ✅ Clean - No sensitive information found

🔄 Next Review

This checklist should be reviewed whenever:

• New dependencies are added
• Authentication systems are modified
• New environment variables are introduced
• Before major releases

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This project follows security best practices and has been thoroughly checked for sensitive information before open-source release.