spec: add SPEC-016 zero-touch per-site agent enrollment
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ScreenConnect-class managed enrollment: one signed installer per site,
machines self-register on first run and the server mints a per-machine
cak_ key bound to a deterministic machine_uid (dedups re-installs).
Per-site rotatable enrollment key (long secret + vN (XXXX) fingerprint);
rotating blocks new enrollments from old installers, leaves enrolled
agents untouched. Auto-approve + new-enrollment/site-move alert.

Resolves SPEC-007's signature-vs-appended-config open question:
sign the base agent once in CI + per-site signed wrapper that writes
site config around the signed bytes (never appended into the PE).

Deferred (room reserved): enrollment policy + per-seat licensing,
--enroll-key/--site-code/--reassign flag overrides, technician-assisted
interactive install. Tracking todo dbfe6a56.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-06-02 09:13:59 -07:00
parent 3b9e4068c9
commit 18429f6fe3
2 changed files with 212 additions and 1 deletions

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@@ -87,10 +87,11 @@ Bringing GC to parity with GuruRMM's release engineering. Full plan: [SPEC-001](
- [x] Sessions / machines / support-codes / events
- [ ] **Full machine inventory in the connection DB** — P2 — persist per-machine device inventory (OS+locale+install, CPU/RAM, mfr/model/serial, external WAN IP captured server-side + private LAN IP + MAC, logged-on user, idle, time zone, uptime, local-admin) on `connect_machines`, refreshed each `AgentStatus`, shown in the dashboard machine detail (ScreenConnect "Guest Info" parity). Data layer for SPEC-002 Phase 2; closes GC side of agent-IP gap (todo 7459428e). **[→ v2 Phase 2]** ([SPEC-003](specs/SPEC-003-machine-inventory.md))
- [ ] **Stable machine identity + session lifecycle reaping + operator removal** — P1 — give the agent a deterministic machine-derived `machine_uid` (Windows `MachineGuid`-based) so the same box can't register duplicates (root cause: `agent_id` is a config-file random UUID that a portable/misconfigured run regenerates each launch); key registration on it; add TTL reaping + same-machine supersede as defense-in-depth; and admin-gated per-row + multi-select bulk removal of stale sessions/units. Identity must be bound to the per-machine agent key (spoof guard). Fixes ghost-session accumulation seen on the live console (15 sessions / 0 live, ~10 orphans for one machine). **[→ v2 Phase 1]** ([SPEC-004](specs/SPEC-004-session-lifecycle-and-removal.md))
- [ ] **Zero-touch per-site agent enrollment** — P1 — ScreenConnect-class managed enrollment: one signed installer per site, machines self-register on first run and the server mints a per-machine `cak_` bound to a deterministic `machine_uid` (dedups re-installs). Per-site **rotatable** enrollment key (long secret + `vN (XXXX)` fingerprint) — rotating blocks new enrollments from old installers, leaves enrolled agents untouched. Auto-approve + new-enrollment/site-move alert. **Sign base agent once (CI, shipped) + per-site signed wrapper that writes site config around the signed bytes — resolves SPEC-007's signature-vs-appended-config question.** Anticipated/deferred: enrollment policy + licensing, `--enroll-key`/`--reassign` flag overrides, technician-assisted interactive install. **[→ v2 Phase 1]** ([SPEC-016](specs/SPEC-016-zero-touch-enrollment.md))
- [ ] **Machines list view — dual connection indicators + rich rows** — P2 — ScreenConnect "Access"-list parity: per-row Host/Guest two-segment connection bar (Guest=agent online, Host=viewer connected, with names + durations) and rich inline metadata (company, site, device type, tags, logged-on user + idle, client version in red when outdated). Server-enriches `/api/machines` with live session state + SPEC-003 inventory. **[→ v2 Phase 2]** ([SPEC-005](specs/SPEC-005-machines-list-view-parity.md))
- [ ] Machines "by Company" tree nav with per-company counts — P3 — left-nav grouping sidebar (screenshot parity). Follow-up sub-item of SPEC-005.
- [ ] **Universal machine search ("everything is searchable")** — P2 — server-side `?q=` on `/api/machines` matching case-insensitive substring across ALL attributes (OS, logged-on user, external/private IP, company, site, tag, serial, MAC, version, …), pg_trgm GIN-indexed; multi-term AND + optional field-scoped syntax (`os:`, `user:`, `ip:`). Replaces the hostname-only client filter. Depends on SPEC-003 (attrs must be persisted). **[→ v2 Phase 2]** ([SPEC-006](specs/SPEC-006-universal-machine-search.md))
- [ ] **Managed-agent installer builder ("Build Installer")** — P2 — dashboard wizard to build a pre-labeled persistent-agent installer (Name/Company/Site/Department/Device Type/Tag/Type) with Download / Copy URL / Send Link, reusing the existing embed-config download path; adds department + device_type to EmbeddedConfig/AgentStatus so labels persist at install time. Pairs with revocable per-machine keys; signature-vs-appended-config is the key open question. **[→ v2 Phase 2]** ([SPEC-007](specs/SPEC-007-managed-agent-installer-builder.md))
- [ ] **Managed-agent installer builder ("Build Installer")** — P2 — dashboard wizard to build a pre-labeled persistent-agent installer (Name/Company/Site/Department/Device Type/Tag/Type) with Download / Copy URL / Send Link, reusing the existing embed-config download path; adds department + device_type to EmbeddedConfig/AgentStatus so labels persist at install time. Pairs with revocable per-machine keys; the signature-vs-appended-config question is resolved by SPEC-016 (sign-once base + per-site signed wrapper, no PE append). **[→ v2 Phase 2]** ([SPEC-007](specs/SPEC-007-managed-agent-installer-builder.md))
- [ ] **Valuable error messages (structured errors + no silent swallows)** — P2 — one structured API error envelope with stable codes + a correlation id that also lands in the logs; contextual tracing on server/agent; sweep the 37 `let _ =` swallows (the pattern that hid the migration-005 bug); dashboard surfaces the real cause + id instead of a generic line. **[→ v2 Phase 0/1 conventions]** ([SPEC-008](specs/SPEC-008-valuable-error-messages.md))
- [ ] **Feature-rich, fully-documented management API** — P2 — everything the console can do, callable by API: OpenAPI 3.x generated from code (utoipa) + browsable docs at `/api/docs`, long-lived revocable scoped API tokens (PAT-style, distinct from the 24h JWT + agent keys), an API-completeness gap audit, and consistent pagination/error conventions. Distinct from the ADR-001 RMM integration contract. **[→ v2 Phase 3]** ([SPEC-009](specs/SPEC-009-feature-rich-documented-api.md))
- [ ] **Branding and white-label configuration** — P2 — Allow MSPs to customize logo, colors, and product name for white-labeled remote support. Dashboard admin settings page with logo upload (PNG/SVG, max 2MB), brand hue slider (OKLCH 0-360°, default 184=cyan), product name override, company name, and favicon. Agent tray tooltip uses custom product name from registry. Singleton database table with public GET endpoint for unauthenticated rendering. CSS variables (`--brand-hue`, `--accent`, `--panel`) for dynamic theming. **[→ v2 Phase 2]** ([SPEC-014](specs/SPEC-014-branding-whitelabel.md))