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guru-connect/PHASE2_CORE_FEATURES.md
Mike Swanson e3e95f8fa7
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chore: sync repository to current working state 
Brings azcomputerguru/guru-connect up to the authoritative working copy that
had been maintained in the claudetools monorepo: Phase 1 security and
infrastructure (middleware, metrics, utils, token blacklist, deployment
scripts, security audits) plus the native-remote-control integration spec.
Preserves the repo .gitignore, .cargo, and server/static/downloads.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-05-29 06:15:29 -07:00

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# Phase 2: Core Features
**Duration:** 8 weeks
**Team:** 1 Frontend Developer + 1 Agent Developer + 1 Backend Developer (part-time)
**Goal:** Build missing launch blockers and essential features
---
## Overview
Phase 2 focuses on implementing the core features needed for basic attended support sessions:
- End-user portal for support code entry
- One-time agent download mechanism
- Complete input relay (mouse/keyboard)
- Dashboard session management UI
- Text clipboard synchronization
- Remote PowerShell execution
- Basic file download
**Completion Criteria:** MSP can generate support code, end user can connect, tech can view screen, control remotely, sync clipboard, run commands, and download files.
---
## Week 5: Portal & Input Foundation
### End-User Portal (Frontend Developer)
- [ ] Create server/static/portal.html (support code entry page)
- [ ] Design 6-segment code input (Apple-style auto-advance)
- [ ] Add support code validation via API
- [ ] Implement browser detection (Chrome, Firefox, Edge, Safari)
- [ ] Add download button (triggers agent download)
- [ ] Style with GuruConnect branding (match dashboard theme)
- [ ] Test on all major browsers
- [ ] Add error handling (invalid code, expired code, server error)
- [ ] Add loading indicators during validation
- [ ] Deploy to server/static/
### Input Relay Completion (Agent Developer)
- [ ] Review viewer input capture in viewer.html
- [ ] Verify mouse events captured correctly
- [ ] Verify keyboard events captured correctly
- [ ] Test special keys (Ctrl, Alt, Shift, Windows key)
- [ ] Wire input events to WebSocket send
- [ ] Test viewer → server → agent relay
- [ ] Add input latency logging
- [ ] Test on LAN (target <50ms)
- [ ] Test on WAN with throttling (target <200ms)
- [ ] Fix any input lag issues
---
## Week 6: Agent Download (Phase 1)
### Support Code Embedding (Backend Developer)
- [ ] Modify support code API to return download URL
- [ ] Create /api/support-codes/:code/download endpoint
- [ ] Generate one-time download token (expires in 5 minutes)
- [ ] Link download token to support code
- [ ] Test download URL generation
- [ ] Add download tracking (log when agent downloaded)
### One-Time Agent Build (Agent Developer)
- [ ] Create agent/src/onetime_mode.rs
- [ ] Add --support-code flag to agent CLI
- [ ] Implement support code embedding in agent config
- [ ] Make agent auto-connect with embedded code
- [ ] Disable persistence (no registry, no service)
- [ ] Add self-delete after session ends
- [ ] Test one-time agent connects automatically
- [ ] Test agent deletes itself on exit
---
## Week 7: Agent Download (Phase 2)
### Download Endpoint (Backend Developer)
- [ ] Create server download handler
- [ ] Stream agent binary from server/static/downloads/
- [ ] Embed support code in download filename
- [ ] Add Content-Disposition header
- [ ] Test browser downloads file correctly
- [ ] Add virus scanning (optional, ClamAV)
- [ ] Log download events
### Portal Integration (Frontend Developer)
- [ ] Wire portal download button to API
- [ ] Show download progress (if possible)
- [ ] Add instructions: "Run the downloaded file"
- [ ] Add timeout warning (code expires in 10 minutes)
- [ ] Test end-to-end: code entry → download → run
- [ ] Add troubleshooting section (firewall, antivirus)
- [ ] Test on Windows 10/11 (no admin required)
---
## Week 8: Agent Download (Phase 3) & Dashboard UI
### Agent Polish (Agent Developer)
- [ ] Add tray icon to one-time agent (optional)
- [ ] Show "Connecting..." message
- [ ] Show "Connected" message
- [ ] Test agent launches without UAC prompt
- [ ] Test on Windows 7 (if required)
- [ ] Add error messages for connection failures
- [ ] Test firewall scenarios
### Dashboard Session List (Frontend Developer)
- [ ] Create session list component in dashboard.html
- [ ] Fetch active sessions from /api/sessions
- [ ] Display: support code, machine name, status, duration
- [ ] Add real-time updates via WebSocket
- [ ] Add "Join" button for each session
- [ ] Add "End" button (disconnect session)
- [ ] Add auto-refresh (every 3 seconds as fallback)
- [ ] Style session cards
- [ ] Test with multiple concurrent sessions
- [ ] Add empty state ("No active sessions")
### Session Detail Panel (Frontend Developer)
- [ ] Create session detail panel (right side of dashboard)
- [ ] Add tabs: Info, Screen, Chat, Commands, Files
- [ ] Info tab: machine details, OS, uptime, connection time
- [ ] Test tab switching
- [ ] Add close button to collapse panel
- [ ] Style with consistent theme
---
## Week 9: Clipboard Sync (Phase 1)
### Agent-Side Clipboard (Agent Developer)
- [ ] Add Windows clipboard API integration
- [ ] Implement clipboard change detection
- [ ] Read text from clipboard on change
- [ ] Send ClipboardUpdate message to server
- [ ] Receive ClipboardUpdate from server
- [ ] Write text to clipboard
- [ ] Test bidirectional sync
- [ ] Add clipboard permission handling
- [ ] Test with Unicode text
- [ ] Add error handling (clipboard locked, etc.)
### Viewer-Side Clipboard (Frontend Developer)
- [ ] Add JavaScript Clipboard API integration
- [ ] Detect clipboard changes in viewer
- [ ] Send clipboard updates via WebSocket
- [ ] Receive clipboard updates from agent
- [ ] Write to local clipboard
- [ ] Request clipboard permissions from user
- [ ] Test bidirectional sync
- [ ] Add UI indicator ("Clipboard synced")
- [ ] Test on Chrome, Firefox, Edge
---
## Week 10: Clipboard Sync (Phase 2) & PowerShell Foundation
### Clipboard Protocol (Backend Developer)
- [ ] Review ClipboardUpdate protobuf message
- [ ] Implement relay handler for clipboard
- [ ] Relay clipboard updates viewer ↔ agent
- [ ] Add clipboard event logging
- [ ] Test end-to-end clipboard sync
- [ ] Add rate limiting (prevent clipboard spam)
### Clipboard Testing (All)
- [ ] Test: Copy text on local → appears on remote
- [ ] Test: Copy text on remote → appears on local
- [ ] Test: Long text (10KB+)
- [ ] Test: Unicode characters (emoji, Chinese, etc.)
- [ ] Test: Rapid clipboard changes
- [ ] Document clipboard limitations (text-only for now)
### PowerShell Backend (Backend Developer)
- [ ] Create /api/sessions/:id/execute endpoint
- [ ] Accept command, timeout parameters
- [ ] Store command execution request in database
- [ ] Send CommandExecute message to agent via WebSocket
- [ ] Relay command output from agent to viewer
- [ ] Add command history logging
- [ ] Test with simple commands (hostname, ipconfig)
---
## Week 11: PowerShell Execution
### Agent PowerShell (Agent Developer)
- [ ] Implement CommandExecute handler in agent
- [ ] Spawn PowerShell.exe process
- [ ] Capture stdout and stderr streams
- [ ] Stream output back to server (chunked)
- [ ] Handle command timeouts (kill process)
- [ ] Send CommandComplete when done
- [ ] Test with long-running commands
- [ ] Test with commands requiring input (handle failure)
- [ ] Add error handling (command not found, etc.)
### Dashboard PowerShell UI (Frontend Developer)
- [ ] Add "Commands" tab to session detail panel
- [ ] Create command input textbox
- [ ] Add timeout controls (checkboxes: 30s, 60s, 5min, custom)
- [ ] Add "Execute" button
- [ ] Display command output (terminal-style, monospace)
- [ ] Add output scrolling
- [ ] Show command status (Running, Completed, Failed, Timeout)
- [ ] Add command history (previous commands)
- [ ] Test with PowerShell commands (Get-Process, Get-Service)
- [ ] Test with CMD commands (ipconfig, netstat)
---
## Week 12: File Download
### File Browse API (Backend Developer)
- [ ] Create /api/sessions/:id/files/browse endpoint
- [ ] Accept path parameter (default: C:\)
- [ ] Send FileBrowse message to agent
- [ ] Relay file list from agent
- [ ] Return JSON: files, directories, sizes, dates
- [ ] Add path validation (prevent directory traversal)
- [ ] Test with various paths
### Agent File Browser (Agent Developer)
- [ ] Implement FileBrowse handler
- [ ] List files and directories at given path
- [ ] Read file metadata (size, modified date, attributes)
- [ ] Send FileList response
- [ ] Handle permission errors (access denied)
- [ ] Test on C:\, D:\, network shares
- [ ] Add file type detection (extension-based)
### File Download Implementation (Agent Developer)
- [ ] Implement FileDownload handler in agent
- [ ] Read file in chunks (64KB chunks)
- [ ] Send FileChunk messages to server
- [ ] Handle large files (stream, don't load into memory)
- [ ] Send FileComplete when done
- [ ] Add progress tracking (bytes sent / total bytes)
- [ ] Handle file read errors
- [ ] Test with small files (KB)
- [ ] Test with large files (100MB+)
### Dashboard File Browser (Frontend Developer)
- [ ] Add "Files" tab to session detail panel
- [ ] Create file browser UI (left pane: remote files)
- [ ] Fetch file list from API
- [ ] Display: name, size, type, modified date
- [ ] Add breadcrumb navigation (C:\ > Users > Downloads)
- [ ] Add "Download" button for selected file
- [ ] Show download progress bar
- [ ] Save file to local disk (browser download)
- [ ] Test file browsing and download
- [ ] Add file type icons
---
## Phase 2 Completion Criteria
### Functional Checklist
- [ ] End-user portal functional (code entry, validation, download)
- [ ] One-time agent downloads and connects automatically
- [ ] Dashboard shows active sessions in real-time
- [ ] "Join" button launches viewer
- [ ] Input relay works (mouse + keyboard) with <200ms latency on WAN
- [ ] Text clipboard syncs bidirectionally
- [ ] Remote PowerShell executes with live output streaming
- [ ] Files can be browsed and downloaded from remote machine
### Quality Checklist
- [ ] All features tested on Windows 10/11
- [ ] Cross-browser testing (Chrome, Firefox, Edge)
- [ ] Network testing (LAN + WAN with throttling)
- [ ] Error handling for all failure scenarios
- [ ] Loading indicators for async operations
- [ ] User-friendly error messages
### Performance Checklist
- [ ] Portal loads in <2 seconds
- [ ] Dashboard session list updates in <1 second
- [ ] Clipboard sync latency <500ms
- [ ] PowerShell output streams in real-time (<100ms chunks)
- [ ] File download speed: 1MB/s+ on LAN
### Documentation Checklist
- [ ] End-user guide (how to use support portal)
- [ ] Technician guide (how to manage sessions)
- [ ] API documentation updated
- [ ] Known limitations documented (text-only clipboard, etc.)
---
**Phase Owner:** Frontend Developer + Agent Developer + Backend Developer
**Prerequisites:** Phase 1 complete (security + infrastructure)
**Target Completion:** 8 weeks from start
**Next Phase:** Phase 3 - Competitive Features
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