agent-desk-ng/docs/hardening/SETUP_PREVIEW.md

Reviewed setup repairs

The existing authenticated POST /api/dashboard/setup/quick_fix endpoint now uses a two-phase contract. It does not write configuration unless the caller explicitly applies a current preview.

Contract

1. Request a preview with action and, for an existing agent/channel/team, its entity_id. Omit apply or set it to false.
2. Review changes. Each entry names the entity, operation, and exact operational fields before and after. New linked entities are identified by their proposed names until IDs are assigned. Audit timestamps and acting-user metadata are maintained automatically.
3. Submit the same action and target with apply: true and the returned preview_token.

The response includes:

• applied: whether an explicit apply request completed. An empty applied_actions array means no configuration writes were needed.
• changes: the reviewed plan; an empty array is a valid no-op, not a claim that setup is complete.
• preview_token: a fingerprint of the acting user, action, target, proposed changes, and current setup configuration.
• applied_actions: committed operation/entity identifiers, empty on preview.
• warning_codes: manual follow-up requirements or post-commit failures.
• readiness: the refreshed diagnostic, omitted if refreshing failed.

Old callers that omit apply receive a read-only preview. Callers must not interpret any HTTP success as a successful mutation. There is deliberately no compatibility path that silently applies an unreviewed repair.

Authorization and freshness

The handler authenticates every request. Setup checks the principal's resolved permission list, matching the normal authorization service. An admin or super_admin role name alone does not bypass missing permissions. Every planned create or field update also checks its specific permission.

Apply rebuilds the plan inside one transaction and verifies the fingerprint before writing. A stale preview is rejected and must be reviewed again. Transactional reads use separate GORM statements, preserving row locks without leaking a prior query's table or filters. Updates also compare the target's previous update timestamp. The fingerprint is a freshness/intent check, not an authentication credential or signed authorization grant.

Deliberately narrow behavior

• Broad setup only creates missing defaults. It never rewrites existing configuration, moves existing operators to another team, expands an agent's team pool, or rebinds existing channel routes.
• Deleted records are not update candidates and are never restored. Disabled records and zero-rollout settings are preserved. A targeted “enable my profile” action can enable the authenticated user's non-deleted profile only when the preview explicitly shows the change and the required permissions are present.
• A targeted handoff change affects only the named eligible agent. Missing teams, route choices, disabled configurations, and rollout changes must be chosen in their existing editors.
• Quick fixes never create or modify shifts. Missing schedules and off-hours schedules are distinct diagnostics. Working hours must be entered explicitly in the existing schedule editor.
• A newly created default agent is unpublished. Setup does not publish agents. A default channel can be created only after an eligible agent has a published revision, matching the normal channel editor's publication guard. Readiness reports unpublished agents as incomplete.

Therefore a broad repair is not a promise of a production-ready routing path. Publishing, deliberate routing choices, and explicit schedules may still be required.

Transactions and dispatch

All configuration writes in an apply operation share one transaction. A failed write rolls back the entire repair. Pending dispatch begins only after the configuration transaction commits.

A dispatch failure produces dispatch_failed; it does not undo committed changes or return an error implying that the configuration write should be retried. A diagnostic refresh failure similarly produces readiness_refresh_failed. The UI displays these warnings and requires a fresh preview for a subsequent repair.

The pending-queue query now reports database read errors and applies its existing batch limit in SQL. Its existing newest-first priority and periodic retry semantics are unchanged. This repair does not redesign queue fairness.

Simulation

The simulator is read-only and sends no customer message. candidate_operators is always an array, including missing-channel responses; the client also normalizes legacy null values.

bypass_ai: true is explicitly rejected because the service does not implement AI bypass. AI-only paths remain blocked. AI-first/unknown service modes and partial channel rollout are reported as unverified, never as successful operator delivery. Only an eligible, published, full-channel-rollout, human-only route can produce a positive current-eligibility result. That result is a point-in-time diagnostic, not a delivery guarantee or an end-to-end AI execution test.

Validation status

Focused regression tests cover preview-only behavior, explicit apply, stale previews, atomic rollback, deleted/disabled/zero-rollout preservation, named-target scope, off-hours versus missing schedules, role-name permission bypass, status-only permissions, empty arrays, simulation limitations, publication requirements, and post-commit failures.

At implementation handoff these tests have been written but not executed. Go compilation, formatting, dependency installation, application execution, database integration, and browser verification were not performed in this source-review environment. TypeScript source parsing, locale-key parity, and whitespace/diff checks have been performed. Those source checks are not substitutes for the deferred tests.