Implements production-ready MSP platform with cross-machine persistent memory for Claude. API Implementation: - 130 REST API endpoints across 21 entities - JWT authentication on all endpoints - AES-256-GCM encryption for credentials - Automatic audit logging - Complete OpenAPI documentation Database: - 43 tables in MariaDB (172.16.3.20:3306) - 42 SQLAlchemy models with modern 2.0 syntax - Full Alembic migration system - 99.1% CRUD test pass rate Context Recall System (Phase 6): - Cross-machine persistent memory via database - Automatic context injection via Claude Code hooks - Automatic context saving after task completion - 90-95% token reduction with compression utilities - Relevance scoring with time decay - Tag-based semantic search - One-command setup script Security Features: - JWT tokens with Argon2 password hashing - AES-256-GCM encryption for all sensitive data - Comprehensive audit trail for credentials - HMAC tamper detection - Secure configuration management Test Results: - Phase 3: 38/38 CRUD tests passing (100%) - Phase 4: 34/35 core API tests passing (97.1%) - Phase 5: 62/62 extended API tests passing (100%) - Phase 6: 10/10 compression tests passing (100%) - Overall: 144/145 tests passing (99.3%) Documentation: - Comprehensive architecture guides - Setup automation scripts - API documentation at /api/docs - Complete test reports - Troubleshooting guides Project Status: 95% Complete (Production-Ready) Phase 7 (optional work context APIs) remains for future enhancement. Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
802 lines
23 KiB
Markdown
802 lines
23 KiB
Markdown
# Credentials & Security Schema
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**MSP Mode Database Schema - Security Tables**
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**Status:** Designed 2026-01-15
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**Database:** msp_tracking (MariaDB on Jupiter)
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---
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## Overview
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The Credentials & Security subsystem provides encrypted credential storage, comprehensive audit logging, security incident tracking, and granular access control for MSP work. All sensitive data is encrypted at rest using AES-256-GCM.
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**Related Documentation:**
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- [MSP-MODE-SPEC.md](../MSP-MODE-SPEC.md) - Full system specification
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- [ARCHITECTURE_OVERVIEW.md](ARCHITECTURE_OVERVIEW.md) - System architecture
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- [API_SPEC.md](API_SPEC.md) - API endpoints for credential access
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- [SCHEMA_CONTEXT.md](SCHEMA_CONTEXT.md) - Learning and context tables
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---
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## Tables Summary
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| Table | Purpose | Encryption |
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|-------|---------|------------|
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| `credentials` | Encrypted credential storage | AES-256-GCM |
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| `credential_audit_log` | Comprehensive access audit trail | No (metadata only) |
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| `security_incidents` | Security event tracking | No |
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| `credential_permissions` | Granular access control (future multi-user) | No |
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**Total:** 4 tables
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---
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## Table Schemas
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### `credentials`
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Encrypted credential storage for client infrastructure, services, and integrations. All sensitive fields encrypted at rest with AES-256-GCM.
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```sql
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CREATE TABLE credentials (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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client_id UUID REFERENCES clients(id) ON DELETE CASCADE,
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service_id UUID REFERENCES services(id) ON DELETE CASCADE,
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infrastructure_id UUID REFERENCES infrastructure(id) ON DELETE CASCADE,
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-- Credential type and metadata
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credential_type VARCHAR(50) NOT NULL CHECK(credential_type IN (
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'password', 'api_key', 'oauth', 'ssh_key',
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'shared_secret', 'jwt', 'connection_string', 'certificate'
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)),
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service_name VARCHAR(255) NOT NULL, -- "Gitea Admin", "AD2 sysadmin"
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username VARCHAR(255),
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-- Encrypted sensitive data (AES-256-GCM)
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password_encrypted BYTEA,
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api_key_encrypted BYTEA,
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client_secret_encrypted BYTEA,
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token_encrypted BYTEA,
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connection_string_encrypted BYTEA,
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-- OAuth-specific fields
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client_id_oauth VARCHAR(255),
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tenant_id_oauth VARCHAR(255),
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-- SSH key storage
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public_key TEXT,
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-- Service-specific
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integration_code VARCHAR(255), -- for services like Autotask
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-- Access metadata
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external_url VARCHAR(500),
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internal_url VARCHAR(500),
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custom_port INTEGER,
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role_description VARCHAR(500),
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requires_vpn BOOLEAN DEFAULT false,
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requires_2fa BOOLEAN DEFAULT false,
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ssh_key_auth_enabled BOOLEAN DEFAULT false,
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access_level VARCHAR(100),
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-- Lifecycle management
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expires_at TIMESTAMP,
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last_rotated_at TIMESTAMP,
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is_active BOOLEAN DEFAULT true,
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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INDEX idx_credentials_client (client_id),
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INDEX idx_credentials_service (service_id),
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INDEX idx_credentials_type (credential_type),
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INDEX idx_credentials_active (is_active)
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);
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```
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**Security Features:**
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- All sensitive fields encrypted with AES-256-GCM
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- Encryption key stored separately (environment variable or vault)
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- Master password unlock mechanism
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- Automatic expiration tracking
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- Rotation reminders
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- VPN requirement flags
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**Example Records:**
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**Password Credential (AD2 sysadmin):**
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```json
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{
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"service_name": "AD2\\sysadmin",
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"credential_type": "password",
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"username": "sysadmin",
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"password_encrypted": "<encrypted_bytes>",
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"internal_url": "192.168.0.6",
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"requires_vpn": true,
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"access_level": "Domain Admin",
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"infrastructure_id": "ad2-server-uuid",
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"client_id": "dataforth-uuid"
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}
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```
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**API Key (SyncroMSP):**
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```json
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{
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"service_name": "SyncroMSP API",
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"credential_type": "api_key",
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"api_key_encrypted": "<encrypted_bytes>",
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"external_url": "https://azcomputerguru.syncromsp.com/api/v1",
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"integration_code": "syncro_psa",
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"expires_at": "2027-01-15T00:00:00Z"
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}
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```
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**OAuth Credential (Microsoft 365):**
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```json
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{
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"service_name": "Dataforth M365 Admin",
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"credential_type": "oauth",
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"client_id_oauth": "app-client-id",
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"client_secret_encrypted": "<encrypted_bytes>",
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"tenant_id_oauth": "tenant-uuid",
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"token_encrypted": "<encrypted_access_token>",
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"requires_2fa": true,
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"client_id": "dataforth-uuid"
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}
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```
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**SSH Key (D2TESTNAS root):**
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```json
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{
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"service_name": "D2TESTNAS root",
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"credential_type": "ssh_key",
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"username": "root",
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"public_key": "ssh-rsa AAAAB3Nza...",
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"internal_url": "192.168.0.9",
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"requires_vpn": true,
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"ssh_key_auth_enabled": true,
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"infrastructure_id": "d2testnas-uuid"
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}
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```
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---
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### `credential_audit_log`
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Comprehensive audit trail for all credential access operations. Tracks who accessed what credential, when, from where, and why.
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```sql
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CREATE TABLE credential_audit_log (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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credential_id UUID NOT NULL REFERENCES credentials(id) ON DELETE CASCADE,
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-- Action tracking
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action VARCHAR(50) NOT NULL CHECK(action IN (
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'view', 'create', 'update', 'delete', 'rotate', 'decrypt'
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)),
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-- User context
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user_id VARCHAR(255) NOT NULL, -- JWT sub claim
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ip_address VARCHAR(45),
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user_agent TEXT,
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-- Session context
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session_id UUID, -- if accessed during MSP session
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work_item_id UUID, -- if accessed for specific work item
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-- Audit details
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details TEXT, -- JSON: what changed, why accessed, etc.
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timestamp TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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INDEX idx_cred_audit_credential (credential_id),
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INDEX idx_cred_audit_user (user_id),
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INDEX idx_cred_audit_timestamp (timestamp),
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INDEX idx_cred_audit_action (action)
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);
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```
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**Logged Actions:**
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- **view** - Credential viewed in UI/API
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- **create** - New credential stored
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- **update** - Credential modified
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- **delete** - Credential removed
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- **rotate** - Password/key rotated
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- **decrypt** - Credential decrypted for use
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**Example Audit Entries:**
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**Credential Access During Session:**
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```json
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{
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"credential_id": "ad2-sysadmin-uuid",
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"action": "decrypt",
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"user_id": "mike@azcomputerguru.com",
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"ip_address": "172.16.3.101",
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"session_id": "current-session-uuid",
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"work_item_id": "fix-user-account-uuid",
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"details": {
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"reason": "Access AD2 to reset user account",
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"service_name": "AD2\\sysadmin"
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},
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"timestamp": "2026-01-15T14:32:10Z"
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}
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```
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**Credential Rotation:**
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```json
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{
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"credential_id": "nas-root-uuid",
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"action": "rotate",
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"user_id": "mike@azcomputerguru.com",
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"details": {
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"reason": "Scheduled 90-day rotation",
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"old_password_hash": "sha256:abc123...",
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"new_password_hash": "sha256:def456..."
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},
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"timestamp": "2026-01-15T09:00:00Z"
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}
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```
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**Failed Access Attempt:**
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```json
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{
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"credential_id": "client-api-uuid",
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"action": "view",
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"user_id": "unknown@external.com",
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"ip_address": "203.0.113.45",
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"details": {
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"error": "Unauthorized - invalid JWT token",
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"blocked": true
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},
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"timestamp": "2026-01-15T03:22:05Z"
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}
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```
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**Audit Queries:**
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```sql
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-- Who accessed this credential in last 30 days?
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SELECT user_id, action, timestamp, details
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FROM credential_audit_log
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WHERE credential_id = 'target-uuid'
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AND timestamp >= NOW() - INTERVAL 30 DAY
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ORDER BY timestamp DESC;
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-- All credential access by user
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SELECT c.service_name, cal.action, cal.timestamp
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FROM credential_audit_log cal
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JOIN credentials c ON cal.credential_id = c.id
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WHERE cal.user_id = 'mike@azcomputerguru.com'
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ORDER BY cal.timestamp DESC
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LIMIT 50;
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-- Recent decryption events (actual credential usage)
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SELECT c.service_name, cal.user_id, cal.timestamp, cal.session_id
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FROM credential_audit_log cal
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JOIN credentials c ON cal.credential_id = c.id
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WHERE cal.action = 'decrypt'
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AND cal.timestamp >= NOW() - INTERVAL 7 DAY
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ORDER BY cal.timestamp DESC;
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```
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---
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### `security_incidents`
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Security event and incident tracking for MSP clients. Documents incidents, investigations, remediation, and resolution.
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```sql
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CREATE TABLE security_incidents (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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client_id UUID REFERENCES clients(id) ON DELETE CASCADE,
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service_id UUID REFERENCES services(id) ON DELETE SET NULL,
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infrastructure_id UUID REFERENCES infrastructure(id) ON DELETE SET NULL,
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-- Incident classification
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incident_type VARCHAR(100) CHECK(incident_type IN (
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'bec', 'backdoor', 'malware', 'unauthorized_access',
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'data_breach', 'phishing', 'ransomware', 'brute_force',
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'credential_compromise', 'ddos', 'injection_attack'
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)),
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incident_date TIMESTAMP NOT NULL,
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severity VARCHAR(50) CHECK(severity IN ('critical', 'high', 'medium', 'low')),
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-- Incident details
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description TEXT NOT NULL,
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affected_users TEXT, -- JSON array of affected users
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affected_systems TEXT, -- JSON array of affected systems
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-- Investigation
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findings TEXT, -- investigation results
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root_cause TEXT,
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indicators_of_compromise TEXT, -- JSON array: IPs, file hashes, domains
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-- Remediation
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remediation_steps TEXT,
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remediation_verified BOOLEAN DEFAULT false,
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-- Status tracking
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status VARCHAR(50) DEFAULT 'investigating' CHECK(status IN (
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'investigating', 'contained', 'resolved', 'monitoring'
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)),
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detected_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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contained_at TIMESTAMP,
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resolved_at TIMESTAMP,
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-- Follow-up
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lessons_learned TEXT,
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prevention_measures TEXT, -- what was implemented to prevent recurrence
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external_reporting_required BOOLEAN DEFAULT false, -- regulatory/client reporting
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external_report_details TEXT,
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notes TEXT,
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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INDEX idx_incidents_client (client_id),
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INDEX idx_incidents_type (incident_type),
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INDEX idx_incidents_severity (severity),
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INDEX idx_incidents_status (status),
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INDEX idx_incidents_date (incident_date)
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);
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```
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**Real-World Examples from Session Logs:**
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**BEC (Business Email Compromise) - BG Builders:**
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```json
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{
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"incident_type": "bec",
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"client_id": "bg-builders-uuid",
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"incident_date": "2025-12-XX",
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"severity": "critical",
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"description": "OAuth backdoor application discovered in M365 tenant allowing unauthorized email access",
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"affected_users": ["admin@bgbuilders.com", "accounting@bgbuilders.com"],
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"findings": "Malicious OAuth app registered with Mail.ReadWrite permissions. App created via phishing attack.",
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"root_cause": "User clicked phishing link and authorized malicious OAuth application",
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"remediation_steps": "1. Revoked OAuth app consent\n2. Forced password reset for affected users\n3. Enabled MFA for all users\n4. Reviewed audit logs for data exfiltration\n5. Configured conditional access policies",
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"remediation_verified": true,
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"status": "resolved",
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"prevention_measures": "Implemented OAuth app approval workflow, security awareness training, conditional access policies",
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"external_reporting_required": true,
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"external_report_details": "Notified client management, documented for cyber insurance"
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}
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```
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**BEC - CW Concrete:**
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```json
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{
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"incident_type": "bec",
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"client_id": "cw-concrete-uuid",
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"incident_date": "2025-11-XX",
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"severity": "high",
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"description": "Business email compromise detected - unauthorized access to executive mailbox",
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"affected_users": ["ceo@cwconcrete.com"],
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"findings": "Attacker used compromised credentials to access mailbox and send fraudulent wire transfer requests",
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"root_cause": "Credential phishing via fake Office 365 login page",
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"remediation_steps": "1. Reset compromised credentials\n2. Enabled MFA\n3. Blocked sender domains\n4. Reviewed sent items for fraudulent emails\n5. Notified financial institutions",
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"status": "resolved",
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"lessons_learned": "MFA should be mandatory for all executive accounts. Email authentication (DMARC/DKIM/SPF) critical."
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}
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```
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**Malware - General Pattern:**
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```json
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{
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"incident_type": "malware",
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"severity": "high",
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"description": "Ransomware infection detected on workstation",
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"affected_systems": ["WS-ACCT-01"],
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"findings": "CryptoLocker variant. Files encrypted with .encrypted extension. Ransom note left in directories.",
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"root_cause": "User opened malicious email attachment",
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"remediation_steps": "1. Isolated infected system\n2. Verified backups available\n3. Wiped and restored from backup\n4. Updated endpoint protection\n5. Implemented email attachment filtering",
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"status": "resolved",
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"prevention_measures": "Enhanced email filtering, user training, backup verification schedule"
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}
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```
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**Queries:**
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```sql
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-- Critical unresolved incidents
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SELECT client_id, incident_type, description, incident_date
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FROM security_incidents
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WHERE severity = 'critical'
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AND status != 'resolved'
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ORDER BY incident_date DESC;
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-- Incident history for client
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SELECT incident_type, severity, incident_date, status
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FROM security_incidents
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WHERE client_id = 'target-client-uuid'
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ORDER BY incident_date DESC;
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-- BEC incidents requiring reporting
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SELECT client_id, description, incident_date, external_report_details
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FROM security_incidents
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WHERE incident_type = 'bec'
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AND external_reporting_required = true;
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```
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---
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### `credential_permissions`
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Granular access control for credentials. Supports future multi-user MSP team expansion by defining who can access which credentials.
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```sql
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CREATE TABLE credential_permissions (
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id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
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credential_id UUID NOT NULL REFERENCES credentials(id) ON DELETE CASCADE,
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user_id VARCHAR(255) NOT NULL, -- or role_id for role-based access
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-- Permission levels
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permission_level VARCHAR(50) CHECK(permission_level IN ('read', 'write', 'admin')),
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-- Constraints
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requires_2fa BOOLEAN DEFAULT false, -- force 2FA for this credential
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ip_whitelist TEXT, -- JSON array of allowed IPs
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time_restrictions TEXT, -- JSON: business hours only, etc.
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-- Audit
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granted_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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granted_by VARCHAR(255),
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expires_at TIMESTAMP, -- temporary access
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UNIQUE(credential_id, user_id),
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INDEX idx_cred_perm_credential (credential_id),
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INDEX idx_cred_perm_user (user_id)
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);
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```
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**Permission Levels:**
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- **read** - Can view/decrypt credential
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- **write** - Can update credential
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- **admin** - Can grant/revoke permissions, delete credential
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**Example Permissions:**
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**Standard Technician Access:**
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```json
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{
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"credential_id": "client-rdp-uuid",
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"user_id": "tech1@azcomputerguru.com",
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"permission_level": "read",
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"requires_2fa": false,
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"granted_by": "mike@azcomputerguru.com"
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}
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```
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**Sensitive Credential (Admin Only):**
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```json
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{
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"credential_id": "domain-admin-uuid",
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"user_id": "mike@azcomputerguru.com",
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"permission_level": "admin",
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"requires_2fa": true,
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"ip_whitelist": ["172.16.3.0/24", "192.168.1.0/24"],
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"granted_by": "system"
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}
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```
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**Temporary Access (Contractor):**
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```json
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{
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"credential_id": "temp-vpn-uuid",
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"user_id": "contractor@external.com",
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"permission_level": "read",
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"requires_2fa": true,
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"expires_at": "2026-02-01T00:00:00Z",
|
|
"granted_by": "mike@azcomputerguru.com"
|
|
}
|
|
```
|
|
|
|
**Time-Restricted Access:**
|
|
```json
|
|
{
|
|
"credential_id": "backup-system-uuid",
|
|
"user_id": "nightshift@azcomputerguru.com",
|
|
"permission_level": "read",
|
|
"time_restrictions": {
|
|
"allowed_hours": "18:00-06:00",
|
|
"timezone": "America/Phoenix",
|
|
"days": ["mon", "tue", "wed", "thu", "fri"]
|
|
}
|
|
}
|
|
```
|
|
|
|
---
|
|
|
|
## Credential Workflows
|
|
|
|
### Credential Storage Workflow (Agent-Based)
|
|
|
|
**When new credential discovered during MSP session:**
|
|
|
|
1. **User mentions credential:**
|
|
- "SSH to AD2 as sysadmin" → Claude detects credential reference
|
|
|
|
2. **Check if credential exists:**
|
|
- Query: `GET /api/v1/credentials?service=AD2&username=sysadmin`
|
|
|
|
3. **If not found, prompt user:**
|
|
- "Store credential for AD2\\sysadmin? (y/n)"
|
|
|
|
4. **Launch Credential Storage Agent:**
|
|
- Receives: credential data, client context, service info
|
|
- Encrypts credential with AES-256-GCM
|
|
- Links to client_id, service_id, infrastructure_id
|
|
- Stores via API: `POST /api/v1/credentials`
|
|
- Creates audit log entry (action: 'create')
|
|
- Returns: credential_id
|
|
|
|
5. **Main Claude confirms:**
|
|
- "Stored AD2\\sysadmin credential (ID: abc123)"
|
|
|
|
### Credential Retrieval Workflow (Agent-Based)
|
|
|
|
**When credential needed for work:**
|
|
|
|
1. **Launch Credential Retrieval Agent:**
|
|
- Task: "Retrieve credential for AD2\\sysadmin"
|
|
|
|
2. **Agent performs:**
|
|
- Query API: `GET /api/v1/credentials?service=AD2&username=sysadmin`
|
|
- Decrypt credential (API handles this with master key)
|
|
- Log access to credential_audit_log:
|
|
- action: 'decrypt'
|
|
- user_id: from JWT
|
|
- session_id: current MSP session
|
|
- work_item_id: current work context
|
|
- Return only credential value
|
|
|
|
3. **Agent returns:**
|
|
- "Paper123!@#" (actual credential)
|
|
|
|
4. **Main Claude uses credential:**
|
|
- Displays in context: "Using AD2\\sysadmin password from vault"
|
|
- Never logs actual password value in session logs
|
|
|
|
5. **Audit trail created automatically**
|
|
|
|
### Credential Rotation Workflow
|
|
|
|
**Scheduled or on-demand rotation:**
|
|
|
|
1. **Identify credentials needing rotation:**
|
|
```sql
|
|
SELECT * FROM credentials
|
|
WHERE expires_at <= NOW() + INTERVAL 7 DAY
|
|
OR last_rotated_at <= NOW() - INTERVAL 90 DAY;
|
|
```
|
|
|
|
2. **For each credential:**
|
|
- Generate new password/key
|
|
- Update service/infrastructure with new credential
|
|
- Encrypt new credential
|
|
- Update credentials table
|
|
- Set last_rotated_at = NOW()
|
|
- Log rotation in credential_audit_log
|
|
|
|
3. **Verify new credential works:**
|
|
- Test authentication
|
|
- Update verification status
|
|
|
|
4. **Notify user:**
|
|
- "Rotated 3 credentials: AD2\\sysadmin, NAS root, Gitea admin"
|
|
|
|
---
|
|
|
|
## Security Considerations
|
|
|
|
### Encryption at Rest
|
|
|
|
**AES-256-GCM Encryption:**
|
|
- All `*_encrypted` fields use AES-256-GCM
|
|
- Provides both confidentiality and authenticity
|
|
- Per-credential random IV (initialization vector)
|
|
- Master key stored separately from database
|
|
|
|
**Master Key Management:**
|
|
```python
|
|
# Example key storage (production)
|
|
# Option 1: Environment variable (Docker secret)
|
|
MASTER_KEY = os.environ['MSP_CREDENTIAL_MASTER_KEY']
|
|
|
|
# Option 2: HashiCorp Vault
|
|
# vault = hvac.Client(url='https://vault.internal')
|
|
# MASTER_KEY = vault.secrets.kv.v2.read_secret_version(path='msp/credential-key')
|
|
|
|
# Option 3: AWS KMS / Azure Key Vault
|
|
# MASTER_KEY = kms_client.decrypt(encrypted_key_blob)
|
|
```
|
|
|
|
**Encryption Process:**
|
|
```python
|
|
from cryptography.hazmat.primitives.ciphers.aead import AESGCM
|
|
import os
|
|
|
|
def encrypt_credential(plaintext: str, master_key: bytes) -> bytes:
|
|
"""Encrypt credential with AES-256-GCM"""
|
|
aesgcm = AESGCM(master_key) # 32-byte key
|
|
nonce = os.urandom(12) # 96-bit random nonce
|
|
ciphertext = aesgcm.encrypt(nonce, plaintext.encode(), None)
|
|
return nonce + ciphertext # prepend nonce to ciphertext
|
|
|
|
def decrypt_credential(encrypted: bytes, master_key: bytes) -> str:
|
|
"""Decrypt credential"""
|
|
aesgcm = AESGCM(master_key)
|
|
nonce = encrypted[:12]
|
|
ciphertext = encrypted[12:]
|
|
plaintext = aesgcm.decrypt(nonce, ciphertext, None)
|
|
return plaintext.decode()
|
|
```
|
|
|
|
### Access Control
|
|
|
|
**JWT-Based Authentication:**
|
|
- All API requests require valid JWT token
|
|
- Token includes user_id (sub claim)
|
|
- Token expires after 1 hour (refresh pattern)
|
|
|
|
**Permission Checks:**
|
|
```python
|
|
# Before decrypting credential
|
|
def check_credential_access(credential_id: str, user_id: str) -> bool:
|
|
# Check credential_permissions table
|
|
perm = db.query(CredentialPermission).filter(
|
|
CredentialPermission.credential_id == credential_id,
|
|
CredentialPermission.user_id == user_id
|
|
).first()
|
|
|
|
if not perm:
|
|
# No explicit permission - deny by default
|
|
return False
|
|
|
|
if perm.expires_at and perm.expires_at < datetime.now():
|
|
# Permission expired
|
|
return False
|
|
|
|
if perm.requires_2fa:
|
|
# Check if user has valid 2FA session
|
|
if not check_2fa_session(user_id):
|
|
return False
|
|
|
|
return True
|
|
```
|
|
|
|
**Audit Logging:**
|
|
- Every credential access logged automatically
|
|
- Failed access attempts logged with details
|
|
- Queryable for security investigations
|
|
- Retention: 7 years (compliance)
|
|
|
|
### Key Rotation Strategy
|
|
|
|
**Master Key Rotation (Annual or on-demand):**
|
|
|
|
1. Generate new master key
|
|
2. Re-encrypt all credentials with new key
|
|
3. Update key in secure storage
|
|
4. Audit log: key rotation event
|
|
5. Verify all credentials decrypt successfully
|
|
6. Archive old key (encrypted, for disaster recovery)
|
|
|
|
**Credential Rotation (Per-credential schedule):**
|
|
|
|
- **Critical credentials:** 90 days
|
|
- **Standard credentials:** 180 days
|
|
- **Service accounts:** 365 days
|
|
- **API keys:** 365 days or vendor recommendation
|
|
|
|
### Compliance Considerations
|
|
|
|
**Data Retention:**
|
|
- Credentials: Retained while active
|
|
- Audit logs: 7 years minimum
|
|
- Security incidents: Permanent (unless client requests deletion)
|
|
|
|
**Access Logging:**
|
|
- Who accessed what credential
|
|
- When and from where (IP)
|
|
- Why (session/work item context)
|
|
- Result (success/failure)
|
|
|
|
**Encryption Standards:**
|
|
- AES-256-GCM (FIPS 140-2 compliant)
|
|
- TLS 1.3 for API transit encryption
|
|
- Key length: 256 bits minimum
|
|
|
|
---
|
|
|
|
## Integration with Other Schemas
|
|
|
|
**Links to:**
|
|
- `clients` - Credentials belong to clients
|
|
- `infrastructure` - Credentials access infrastructure
|
|
- `services` - Credentials authenticate to services
|
|
- `sessions` - Credential access logged per session
|
|
- `work_items` - Credentials used for specific work
|
|
|
|
**Used by:**
|
|
- MSP Mode sessions (credential retrieval)
|
|
- Security incident investigations (affected credentials)
|
|
- Audit queries (compliance reporting)
|
|
- Integration workflows (external system authentication)
|
|
|
|
---
|
|
|
|
## Example Queries
|
|
|
|
### Find all credentials for a client
|
|
```sql
|
|
SELECT c.service_name, c.username, c.credential_type, c.requires_vpn
|
|
FROM credentials c
|
|
WHERE c.client_id = 'dataforth-uuid'
|
|
AND c.is_active = true
|
|
ORDER BY c.service_name;
|
|
```
|
|
|
|
### Check credential expiration
|
|
```sql
|
|
SELECT c.service_name, c.expires_at, c.last_rotated_at
|
|
FROM credentials c
|
|
WHERE c.expires_at <= NOW() + INTERVAL 30 DAY
|
|
OR c.last_rotated_at <= NOW() - INTERVAL 90 DAY
|
|
ORDER BY c.expires_at ASC;
|
|
```
|
|
|
|
### Audit: Who accessed credential?
|
|
```sql
|
|
SELECT cal.user_id, cal.action, cal.timestamp, cal.ip_address
|
|
FROM credential_audit_log cal
|
|
WHERE cal.credential_id = 'target-credential-uuid'
|
|
ORDER BY cal.timestamp DESC
|
|
LIMIT 20;
|
|
```
|
|
|
|
### Find credentials accessed in session
|
|
```sql
|
|
SELECT c.service_name, cal.action, cal.timestamp
|
|
FROM credential_audit_log cal
|
|
JOIN credentials c ON cal.credential_id = c.id
|
|
WHERE cal.session_id = 'session-uuid'
|
|
ORDER BY cal.timestamp;
|
|
```
|
|
|
|
### Security incidents requiring follow-up
|
|
```sql
|
|
SELECT si.client_id, si.incident_type, si.description, si.status
|
|
FROM security_incidents si
|
|
WHERE si.status IN ('investigating', 'contained')
|
|
AND si.severity IN ('critical', 'high')
|
|
ORDER BY si.incident_date DESC;
|
|
```
|
|
|
|
---
|
|
|
|
## Future Enhancements
|
|
|
|
**Planned:**
|
|
1. Hardware security module (HSM) integration
|
|
2. Multi-factor authentication for high-privilege credentials
|
|
3. Automatic credential rotation scheduling
|
|
4. Integration with password managers (1Password, Bitwarden)
|
|
5. Credential strength analysis and weak password detection
|
|
6. Breach detection integration (Have I Been Pwned API)
|
|
7. Role-based access control (RBAC) for team expansion
|
|
8. Credential sharing workflows with approval process
|
|
|
|
**Under Consideration:**
|
|
- Biometric authentication for critical credentials
|
|
- Time-based one-time password (TOTP) storage
|
|
- Certificate management and renewal automation
|
|
- Secrets scanning in code repositories
|
|
- Automated credential discovery (scan infrastructure)
|
|
|
|
---
|
|
|
|
**Document Version:** 1.0
|
|
**Last Updated:** 2026-01-15
|
|
**Author:** MSP Mode Schema Design Team
|