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agent-desk-ng/docs/hardening/README.md
mono 63e0457886 fix: harden identity, live access, drafts and setup (review only)
Source-reviewed hardening changes and regression tests. UNBUILT / UNTESTED: not a deployable release. Go formatting, compilation, automated regression tests, full frontend validation and staging acceptance remain required. See docs/hardening/VALIDATION.md. Main remains the original clean snapshot; no upstream Git history imported.
2026-10-16 12:15:20 +00:00

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# Security and reliability hardening
This independent fork starts from the current source tree of
[MonoVerseNS/agent-desk-ng](https://github.com/MonoVerseNS/agent-desk-ng), revision
`b06954b0a495389cbb5194e0d388342eabe60636`. It does not import the old Git history.
The upstream Apache-2.0 license and notices remain applicable. This document
records changes made by this fork; it is not a claim of production certification.
## Release gate
The hardening changes must be reviewed and validated before deployment. Source
inspection, a compiler check, a passing isolated test, and live acceptance are
separate kinds of evidence. See `VALIDATION.md` for the actual checks performed.
No production service, database, credentials, or external deployment is changed
by committing this source code.
## Changes being integrated
- Separate guest, signed-user, issuer and channel identities. Use canonical
customer/channel WebSocket topics and recheck recipients instead of treating
a topic subscription as authorization.
- Apply conversation-view permission to staff WebSockets; keep notifications
separate. Revalidate session expiry, revocation, account state and permissions
on long-lived connections. Disabled roles must no longer grant permissions.
- Keep drafts and asynchronous responses bound to their identity and dialogue.
Preserve drafts on failed sends, protect newly typed revisions, and prevent
duplicate concurrent sends. Profile refresh and delayed API errors must not
restore or expire the wrong signed-in account.
- Turn setup repair into an explicit preview/apply operation. Never resurrect
deleted configuration or silently introduce continuous working hours. Apply
reviewed writes transactionally and dispatch only after commit.
- Make empty setup, initial retry and standalone chat dismissal truthful and
recoverable; remove bearer-token-bearing WebSocket URLs from browser logs.
## Upgrade precautions
Customer identity scoping is an additive schema and token-contract change, not
only a frontend patch. Existing unscoped customer tokens will be rejected.
Legacy identities and conversations must be inventoried and reconciled with
trusted issuer/channel provenance before expecting their old history in new
customer sessions. No automatic customer merge or destructive cleanup is
appropriate. See `CUSTOMER_IDENTITY_UPGRADE.md` before any deployment.
New anonymous sessions are server-issued. Knowing an old anonymous external ID
is not sufficient to reclaim its history. Preserve the signed customer-session
credential for normal resume; loss or expiry can require a new anonymous session.
The setup quick-fix API now requires preview and explicit apply. Older callers
must not treat a successful preview response as proof that configuration changed.
See [the setup contract](SETUP_PREVIEW.md) before integrating custom callers.
## Verification priorities
1. Guest/user/channel collisions, unauthorized staff topics, revoked/expired
sockets, disabled roles and concurrent identity registration.
2. Wrong-recipient drafts, failed and duplicate sends, delayed responses after
switching conversations or accounts, and logout during profile refresh.
3. Preview/apply tampering, permission denial, rollback, deleted configuration,
off-hours schedules, empty-channel simulation and dispatch failure reporting.
4. Desktop and narrow-screen interaction checks in Russian, English and Chinese.
Use temporary, isolated data for checks. Do not run migration/repair commands
against a live database merely to validate the code.