fix(instanda): hygiene pass + v1.1.0 (uninstall, notices, cron, resubmit, theme)

- F-15: uninstall now removes ALL espinstanda_* options and transients (incl. the
  encrypted password and its self-provisioned key).
- F-16: register the "Gravity Forms required" admin notice unconditionally so it is
  reachable when GF is inactive (gform_loaded never fires then).
- F-22: self-heal the daily retention cron on admin_init (matches the schema self-heal).
- F-19: re-validate the stored payload via Field_Mapper::validate_payload() before a
  resubmit (DB-tamper trust boundary).
- F-20: increment the retry count on resubmit and dispatch the previously-dead
  espinstanda_resubmit_success notification event.
- F-23: emit the theme's Form-5 date-range JS only on pages that embed a Gravity Form
  and disconnect the MutationObserver (was observing the DOM subtree forever).
- F-24: bump plugin to 1.1.0; add readme.txt changelog documenting the audit fixes and
  the required ops actions.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

wp-content/plugins/esp-instanda-integration/esp-instanda-integration.php

@@ -3,7 +3,7 @@
  * Plugin Name:       ESP INSTANDA Start Quote Integration
  * Plugin URI:        https://getfused.com
  * Description:       Pushes Gravity Forms "Start a Quote" submissions into INSTANDA's Package API with write-ahead transaction logging, native entry recording, admin resubmit, and a test-mode lock. Form-agnostic - attach the feed to any form.
- * Version:           1.0.7
+ * Version:           1.1.0
  * Requires at least: 7.0
  * Requires PHP:      8.5
  * Author:            Getfused
@@ -75,25 +75,36 @@ function platform_blockers(): array {
 }
 
 \add_action('admin_init', static function (): void {
+    if (!empty(platform_blockers())) {
+        return;
+    }
     // Keep the schema current if the plugin was updated without re-activation.
-    if (empty(platform_blockers()) && Transaction_Store::needs_migration()) {
+    if (Transaction_Store::needs_migration()) {
         Transaction_Store::install_table();
     }
+    // Self-heal the retention cron if its scheduled event was ever lost (the schema
+    // self-heals above; the cron must too, or retention silently stops forever).
+    if (!\wp_next_scheduled(CLEANUP_HOOK)) {
+        \wp_schedule_event(time(), 'daily', CLEANUP_HOOK);
+    }
+});
+
+// Requirements notice registered UNCONDITIONALLY: gform_loaded never fires when Gravity
+// Forms is absent, so a notice registered only inside it would be unreachable in exactly
+// the case (GF missing) an admin most needs to see it.
+\add_action('admin_notices', static function (): void {
+    $errors = platform_blockers();
+    if ($errors) {
+        echo '<div class="notice notice-error"><p><strong>ESP INSTANDA Integration is inactive:</strong> '
+            . esc_html(implode(' ', $errors)) . '</p></div>';
+    }
 });
 
 /* ------------------------------------------------ Gravity Forms Add-On registration */
 
 \add_action('gform_loaded', Guard::wrap(static function (): void {
     if (!empty(platform_blockers()) || !method_exists('GFForms', 'include_feed_addon_framework')) {
-        \add_action('admin_notices', static function (): void {
-            $errors = platform_blockers();
-            if (!$errors) {
-                return;
-            }
-            echo '<div class="notice notice-error"><p><strong>ESP INSTANDA Integration is inactive:</strong> '
-                . esc_html(implode(' ', $errors)) . '</p></div>';
-        });
-        return;
+        return; // the requirements notice is registered unconditionally above
     }
 
     \GFForms::include_feed_addon_framework();

wp-content/plugins/esp-instanda-integration/includes/class-field-mapper.php

@@ -121,6 +121,37 @@ final class Field_Mapper {
         return $errors;
     }
 
+    /**
+     * Sanity-check a stored StartQuote wire body before re-sending it (resubmit trust
+     * boundary): the DB is treated as untrusted input. Returns error codes (empty = ok).
+     * Pure - uses a fixed UTC zone since only Y-m-d well-formedness is being checked.
+     *
+     * @param array<string,mixed> $body A body previously built by to_payload().
+     * @return list<string>
+     */
+    public function validate_payload(array $body): array {
+        $errors = [];
+        foreach (['Role', 'ActivityType', 'PQ_LocationState_CHOICE'] as $key) {
+            if (trim((string) ($body[$key] ?? '')) === '') {
+                $errors[] = $key . '_missing';
+            }
+        }
+        if (!$this->is_positive_integer($body['PQ_MaximumDailyAttendance_NUM'] ?? null)) {
+            $errors[] = 'attendance_invalid';
+        }
+        $email = trim((string) ($body['PQ_CustomerEmailAddress_TXT'] ?? ''));
+        if ($email === '' || !filter_var($email, FILTER_VALIDATE_EMAIL)) {
+            $errors[] = 'email_invalid';
+        }
+        $tz = new \DateTimeZone('UTC');
+        foreach (['PQ_EventStart_DATE', 'PQ_EventEnd_DATE'] as $key) {
+            if ($this->parse_date((string) ($body[$key] ?? ''), $tz) === null) {
+                $errors[] = $key . '_invalid';
+            }
+        }
+        return $errors;
+    }
+
     /** D8 - inclusive consecutive-day count: (end - start) + 1; a single-day event is 1. */
     private function consecutive_days(\DateTimeImmutable $start, \DateTimeImmutable $end): int {
         return (int) $start->diff($end)->days + 1;

wp-content/plugins/esp-instanda-integration/includes/class-instanda-addon.php

@@ -18,7 +18,7 @@ namespace ESP\Instanda;
 
 final class Instanda_AddOn extends \GFFeedAddOn {
 
-    protected $_version                  = '1.0.7';
+    protected $_version                  = '1.1.0';
     protected $_min_gravityforms_version = '2.10.3';
     protected $_slug                     = 'espinstanda';
     protected $_path                     = 'esp-instanda-integration/esp-instanda-integration.php';

wp-content/plugins/esp-instanda-integration/includes/class-transactions-table.php

@@ -159,14 +159,24 @@ final class Resubmit_Handler {
             $store->append_event($tx_id, 'Resubmit aborted - stored payload unreadable.', 'error');
             return;
         }
+        // Trust boundary: the stored body is untrusted input on the way back out to the
+        // insurer - re-validate it before re-sending (guards against DB tampering).
+        $payload_errors = (new Field_Mapper())->validate_payload($body);
+        if ($payload_errors) {
+            $store->append_event($tx_id, 'Resubmit aborted - stored payload failed re-validation: ' . implode(', ', $payload_errors), 'error');
+            return;
+        }
+
+        $store->increment_retry($tx_id); // this attempt is a retry - keep the count truthful
 
         $result = (new Api_Client())->start_quote($body, $tx->dedupe_key);
-        if ($result->ok && $result->quote_ref !== null) {
+        if ($result->ok && $result->quote_ref !== null && $result->quote_ref !== '') {
             $store->mark_success($tx_id, $result->quote_ref, $result->url_single_use, $result->http_status);
             Failure_Surface::bump();
 
             if ($tx->entry_id) {
                 Entry_Integration::record($tx->entry_id, $result->quote_ref, (string) $result->url_single_use, 'delivered', $tx->environment);
+                self::notify_resubmit_success((int) $tx->entry_id);
             } else {
                 // Stranded lead (no entry) - mint a fresh link and email the customer (option B).
                 $fresh = (string) $result->url_single_use;
@@ -182,4 +192,19 @@ final class Resubmit_Handler {
             Failure_Surface::bump();
         }
     }
+
+    /** Dispatch the registered espinstanda_resubmit_success notification event for an entry. */
+    private static function notify_resubmit_success(int $entry_id): void {
+        if (!class_exists('\GFAPI')) {
+            return;
+        }
+        $entry = \GFAPI::get_entry($entry_id);
+        if (is_wp_error($entry)) {
+            return;
+        }
+        $form = \GFAPI::get_form((int) $entry['form_id']);
+        if ($form) {
+            \GFAPI::send_notifications($form, $entry, 'espinstanda_resubmit_success');
+        }
+    }
 }

wp-content/plugins/esp-instanda-integration/readme.txt

@@ -0,0 +1,67 @@
+=== ESP INSTANDA Start Quote Integration ===
+Contributors: getfused
+Requires at least: 7.0
+Requires PHP: 8.5
+Stable tag: 1.1.0
+
+Pushes Gravity Forms "Start a Quote" submissions into INSTANDA's Package API with
+write-ahead transaction logging, native entry recording, admin resubmit, and a test-mode lock.
+
+== Changelog ==
+
+= 1.1.0 =
+Remediation of the 2026-07 security/reliability/PII audit (see docs/audit-esp-instanda-2026-07.md).
+
+No duplicate policies / no lost quotes:
+* Dedupe key is now content-addressed (form id + mapped field values) instead of a
+  per-request token, so an identical re-POST or a retry-after-error reuses the existing
+  quote instead of creating a second one at INSTANDA (F-01). Adds a 30-minute
+  short-circuit window and a content-key race lock.
+* Refuse to resubmit an already-delivered transaction (F-12); scope the resubmit
+  self-recovery guard to the content dedupe key so a customer's *different* event is not
+  skipped (F-18).
+* A 2xx response with a missing/empty quoteRef is now recorded as ambiguous
+  (possible_duplicate = 1), not a hard failure (F-10, F-17).
+* Aborts the StartQuote when the write-ahead insert fails, so no unaudited call is made (F-14).
+
+Go-live safety:
+* switch_to_live() now also sets the environment to Live; previously the go-live button
+  left real quotes hitting the Test endpoint (F-03).
+* Go-live advisory flags when more than one active INSTANDA feed exists (F-02).
+
+Security & PII:
+* Corrected the at-rest-secret docblock: the "DB dump never exposes a secret" guarantee
+  only holds when SPG_INSTANDA_KEY is set as a constant (F-04).
+* Retention now scrubs PII from stale failed/pending rows (previously kept forever) and
+  exempts stranded delivered leads from the purge (F-05, F-13); wired WordPress's Erase
+  Personal Data tool to delete a customer's transactions (F-05).
+* Uninstall now removes ALL plugin options and transients, including the encrypted
+  password and its key (F-15).
+* Added per-IP (20/h) and per-email (5/h) rate limiting on the public create (F-06).
+
+Reliability & correctness:
+* Timestamps are written in UTC to match the retention/dedupe cutoffs and displayed in
+  site-local time (F-07). NOTE: rows created before 1.1.0 were stored in site-local time;
+  clear the transaction table (test data) at deploy to avoid a mixed-timezone history.
+* Fail closed on an unexpected error in the create path (no quote-less entry) and alert
+  admins, instead of silently passing (F-11); log when async recording cannot resolve a
+  transaction (F-09).
+* The "Gravity Forms required" admin notice is now shown even when Gravity Forms is
+  inactive (F-16); the daily retention cron self-heals on admin_init (F-22).
+* Resubmit re-validates the stored payload before re-sending (F-19); the Retries count is
+  now incremented and the resubmit-success notification event is dispatched (F-20).
+
+Theme:
+* The Form-5 date-range inline JS is emitted only on pages that embed a Gravity Form and
+  its MutationObserver now disconnects instead of watching the DOM forever (F-23).
+
+Operations required alongside this release (see the audit report, Ops checklist):
+* Set SPG_INSTANDA_KEY + SPG_INSTANDA_USERNAME_LIVE/_PASSWORD_LIVE + SPG_INSTANDA_ENV in
+  production wp-config.php (blocking) - OPS-1 / F-04.
+* Deactivate the INSTANDA feed on the test Form 6 in production (blocking) - OPS-3 / F-02.
+* Configure espinstanda_alert_emails and the quote-success notification (blocking) - OPS-4.
+* Rotate the SendGrid API key out of committed wp-config.php - OPS-2 / F-08.
+* Add reCAPTCHA/Akismet to the canonical quote form - OPS-5 / F-06.
+
+= 1.0.7 =
+* Initial audited release.

wp-content/plugins/esp-instanda-integration/uninstall.php

@@ -20,10 +20,19 @@ try {
     // Table name is a trusted internal constant, not user input.
     $wpdb->query("DROP TABLE IF EXISTS {$table}");
 
-    delete_option('espinstanda_db_version');
-    delete_option('espinstanda_operating_mode_audit');
+    // Remove EVERY plugin option and transient - including the encrypted Test password
+    // and its self-provisioned key - so no recoverable secret survives uninstall.
+    $opt = $wpdb->esc_like('espinstanda_') . '%';
+    $tr  = '_transient_' . $wpdb->esc_like('espinstanda_') . '%';
+    $trt = '_transient_timeout_' . $wpdb->esc_like('espinstanda_') . '%';
+    $wpdb->query($wpdb->prepare(
+        "DELETE FROM {$wpdb->options} WHERE option_name LIKE %s OR option_name LIKE %s OR option_name LIKE %s",
+        $opt,
+        $tr,
+        $trt
+    ));
 
-    // Clear any scheduled cleanup that may still be queued.
+    // Clear any scheduled events that may still be queued.
     wp_clear_scheduled_hook('esp_instanda_cleanup');
 } catch (\Throwable $e) {
     if (function_exists('error_log')) {