docs(session): 2026-05-27 — RMM Phase 2 deploy, Autotask integration, Tohono DoIT #32328

- Root log: GuruRMM Phase 2 authz/IDOR deployed (v0.3.31); Autotask creds verified + vaulted; /autotask scaffolded (kept local)
- Client log (new): Tohono O'odham DoIT — Starlink static IP / site-to-site research, ticket #32328
- Memory: Syncro is default PSA, Autotask opt-in (feedback_psa_default_syncro.md)

Note: .claude/commands/autotask.md intentionally left local/uncommitted per Mike.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

session-logs/2026-05-27-session.md

@@ -150,3 +150,63 @@ On Mike's "fix all → start Phase 1, TODO the rest" direction, implemented **Ph
 - Reports: `reports/2026-05-27-rmm-audit.md` (62 findings), `reports/2026-05-27-rmm-audit-roadmap.md`.
 - Coord TODOs (gururmm, assigned mike): `9a1ed577` `54239760` `58c3fcad` `fd677411`.
 - Coord messages to Howard: `114e6209` (fix in flight), `b14e1793` (task list + roadmap guidance + build-check nit), `44ac8984` (server deployed / log fix live). Component `gururmm/server` → `deployed` v0.3.30.
+
+---
+
+## Update: 10:36 PT — GuruRMM Phase 2 authz deploy + Autotask integration
+
+### Session Summary
+
+Implemented and deployed **Phase 2** of the RMM audit remediation (HIGH authz/IDOR cluster). Reused the Phase 1 `authorize_agent_access` helper to org-scope the agent-keyed read/lifecycle handlers across 5 files: `checks.rs` (all 7 handlers), `inventory.rs`, `user_inventory.rs` (incl. the privileged `send_user_action` write), `commands.rs` reads (`get`/`delete`/`cancel` via `command.agent_id`; `list_commands` unfiltered + `clear_command_history` → admin-only), and `registry.rs`. `send_command` (Phase 1) left untouched. Coding Agent (Opus) implemented on branch `remediation/2026-05-27-phase2`; Code Review **APPROVE** (no CRITICAL/HIGH; 2 LOW deferred). `cargo check` GREEN on the build server. FF-merged to gururmm main (`de39e42..87e5e73`) and deployed via `build-server.sh` → **v0.3.31 (`b346b7b`)**, service restarted 16:31:50 UTC, verified running `/opt/gururmm/gururmm-server`. Coord component → deployed; lock released; Phase 2 todo `9a1ed577` done; Howard notified (`4d1feeeb`). SSE `/agents/status-stream` auth **deferred** → new todo `06c16144` (can't add `AuthUser` directly — dashboard consumes it via `EventSource`, which can't send the `Authorization` header that `AuthUser` requires; needs a `?token=` path first).
+
+Switched gears to **Autotask** (Mike: "get creds from Autotask API text file in Documents for testing ClaudeTools with Autotask"). Read `C:\Users\guru\Documents\Autotask API User.txt`, verified the creds against the live REST API: zone detection → **AW01 / webservices5**, `ThresholdInformation` 200 (auth works, 10k req/60min), Companies count 200 (~5,511). Found an **existing but incomplete** vault entry (`msp-tools/autotask.sops.yaml`) holding only a single legacy integration code (`HYTYY…`, no username/secret) — replaced it with the verified 3-value set (username/secret/`integration_code` = `DET4…`) via `sops -e -i`, verified round-trip, committed+pushed the **vault** (`99510c7`). Explored the data model (Companies/Tickets/Contacts/Resources fields + status/priority/queueID/issueType picklists). Scaffolded a `/autotask` command at `.claude/commands/autotask.md` (read-ops-first, modeled on `/syncro`, reads creds from vault) and smoke-tested it end-to-end. Per Mike, **Syncro stays the default PSA; `/autotask` is opt-in and kept LOCAL/undistributed** — saved as `feedback_psa_default_syncro.md` and intentionally NOT committed/pushed.
+
+### Key Decisions
+
+- **Phase 2: merge + deploy now** (Mike's choice) — bundled with the deploy; behavior change only affects non-admin tenant-scoped users (admins bypass via the helper).
+- **`list_commands` unfiltered + `clear_command_history` → admin-only** — fail-closed; can't org-scope a cross-tenant query without new DB work (deferred).
+- **SSE auth deferred, not force-fit** — adding `AuthUser` as-is would 401 the live dashboard fleet-status stream (EventSource, no header). Tracked as `06c16144`.
+- **Autotask vault entry replaced, not appended** — the prior entry was incomplete and had a different integration code than the verified-working one; made the verified set authoritative, preserved the legacy code in notes.
+- **`/autotask` kept local / not distributed; Syncro remains default PSA** — Mike's routing rule (`feedback_psa_default_syncro.md`). For this save, `autotask.md` was deliberately excluded from the commit.
+
+### Problems Encountered
+
+- **cargo check on build server failed twice before succeeding** — (1) the `/tmp/rmm-check` worktree's `origin` couldn't auth to Gitea over HTTP and didn't have the branch; (2) `cargo` not on the non-interactive SSH PATH. Fixed by fetching the branch into the authenticated build clone `/home/guru/gururmm`, creating a local branch there, fetching that into `/tmp/rmm-check`, and sourcing `~/.cargo/env`. Result: GREEN on `87e5e73`.
+- **No Rust toolchain on the workstation** — the Coding Agent couldn't `cargo check` locally (builds run on the server); ran the authoritative check via SSH.
+
+### Configuration Changes
+
+- gururmm (deployed to main, v0.3.31): `server/src/api/{checks,commands,inventory,registry,user_inventory}.rs` — Phase 2 authz.
+- CREATED `.claude/commands/autotask.md` — `/autotask` read-ops skill. **LOCAL ONLY — not committed/pushed** (Mike's "keep it local").
+- CREATED `.claude/memory/feedback_psa_default_syncro.md` + MEMORY.md index line — Syncro-default / Autotask-opt-in routing rule.
+- UPDATED (vault, pushed `99510c7`) `msp-tools/autotask.sops.yaml` — verified 3-value Autotask creds.
+
+### Credentials & Secrets
+
+- **Autotask API** — vault `msp-tools/autotask.sops.yaml`, fields `credentials.username` / `credentials.secret` / `credentials.integration_code`. Zone **AW01**, base `https://webservices5.autotask.net/ATServicesRest/V1.0/`, three-header auth (`ApiIntegrationCode`/`UserName`/`Secret`). Single shared integration account (no per-tech attribution). Legacy code `HYTYYZ6LA5HB5XK7IGNA7OAHQLH` superseded (in notes). Source file `C:\Users\guru\Documents\Autotask API User.txt` now redundant.
+
+### Infrastructure & Servers
+
+- **GuruRMM server:** now **v0.3.31 (`b346b7b`)**, systemd `gururmm-server` restarted 16:31:50 UTC, MainPID 603630, `ExecStart=/opt/gururmm/gururmm-server`. Build clone `/home/guru/gururmm` (remote `git@172.16.3.20:azcomputerguru/gururmm.git`); check worktree `/tmp/rmm-check`; cargo at `~/.cargo/bin/cargo`.
+- **Autotask:** webservices5.autotask.net (zone AW01), ~5,511 companies, rate limit 10,000 req/60min.
+
+### Commands & Outputs
+
+- Phase 2 FF push: `git push origin remediation/2026-05-27-phase2:main` → `de39e42..87e5e73`. CI bump → `b346b7b` (v0.3.31).
+- Deploy: `sudo /opt/gururmm/build-server.sh` → release build 4m40s, v0.3.31, restart verified.
+- Autotask verify: zoneInformation 200 (AW01/webservices5), ThresholdInformation 200, Companies count 5511.
+- Vault: `cd /d/vault && sops --encrypt --in-place msp-tools/autotask.sops.yaml` → committed `99510c7`.
+
+### Pending / Incomplete Tasks
+
+- **RMM Phases 3-5** (coord todos `54239760` / `58c3fcad` / `fd677411`).
+- **SSE auth** follow-up `06c16144` — add `?token=` path to `AuthUser`, then lock down `/agents/status-stream`.
+- **`/autotask` distribution deferred** — stays local until Mike opts to sync it.
+- **Howard's RMM Log Analysis feature design answers** (coord, 2026-05-27T17:16) — captured; fold into the feature when picked up. (Couldn't programmatically mark read; hook may re-surface.)
+
+### Reference Information
+
+- gururmm: Phase 2 branch `remediation/2026-05-27-phase2` (commit `87e5e73`), merged main, deployed `b346b7b` / v0.3.31.
+- Vault commit `99510c7` (Autotask creds).
+- Coord: Howard msgs sent `4d1feeeb` (Phase 2 deployed); todos `9a1ed577` (done), `06c16144` (SSE), `54239760`/`58c3fcad`/`fd677411` (Phases 3-5).
+- `/autotask` skill: `.claude/commands/autotask.md` (local). Memory: `feedback_psa_default_syncro.md`.