# Beta Release Readiness Checklist

This checklist ensures Clinch meets security, quality, and documentation standards before moving from "experimental" to "Beta" status.

> **Security Implementation Status:** See [security-todo.md](security-todo.md) for detailed vulnerability tracking and fixes.
> **Outstanding Security Issues:** 3 (all MEDIUM/LOW priority) - Phases 1-4 complete ✅

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## Security Scanning

### Automated Security Tools
- [x] **Brakeman** - Static security analysis for Rails
  - Status: ✅ Passing (2 weak warnings documented and accepted)
  - Command: `bin/brakeman --no-pager`
  - CI: Runs on every PR and push to main
  - Warnings documented in `config/brakeman.ignore`

- [x] **bundler-audit** - Dependency vulnerability scanning
  - Status: ✅ No vulnerabilities found
  - Command: `bin/bundler-audit check --update`
  - CI: Runs on every PR and push to main

- [x] **importmap audit** - JavaScript dependency scanning
  - CI: Runs on every PR and push to main

- [x] **Trivy** - Container image vulnerability scanning
  - Scans Docker images for OS and system package vulnerabilities
  - CI: Builds and scans image on every PR and push to main
  - Results uploaded to GitHub Security tab

- [x] **Dependabot** - Automated dependency updates
  - Creates PRs for outdated dependencies
  - Enabled for Ruby gems and GitHub Actions

- [x] **GitHub Secret Scanning** - Detects leaked credentials
  - Push protection enabled to block commits with secrets

- [x] **Test Coverage** - SimpleCov integration
  - Command: `COVERAGE=1 bin/rails test`
  - Coverage report: `coverage/index.html`

### Security Features Implemented

#### Authentication
- [x] Secure password storage (bcrypt with Rails defaults)
- [x] TOTP 2FA with backup codes
- [x] WebAuthn/Passkey support (FIDO2)
- [x] Session management with device tracking
- [x] Session revocation (individual and bulk)
- [x] Remember me with configurable expiry
- [x] Account invitation flow with expiring tokens
- [x] Password reset with expiring tokens

#### OIDC Security
- [x] Authorization code flow with PKCE support
- [x] Refresh token rotation
- [x] Token family tracking (detects replay attacks)
- [x] All tokens and authorization codes HMAC-SHA256 hashed in database
- [x] TOTP secrets AES-256-GCM encrypted at rest (Rails credentials)
- [x] Configurable token expiry (access, refresh, ID)
- [x] One-time use authorization codes
- [x] Pairwise subject identifiers (privacy)
- [x] ID tokens signed with RS256
- [x] Token revocation endpoint (RFC 7009)
- [x] Proper `at_hash` validation
- [x] OIDC standard claims (auth_time, acr, azp)
- [x] Automatic cleanup of expired tokens

#### Access Control
- [x] Group-based authorization
- [x] Application-level access control
- [x] Admin vs. regular user roles
- [x] User status management (active, disabled, pending)
- [x] TOTP enforcement per-user
- [x] ForwardAuth policy enforcement

#### Input Validation
- [x] Strong parameter filtering
- [x] URL validation for redirect URIs and landing URLs
- [x] Email validation and normalization
- [x] Slug validation (alphanumeric + hyphens)
- [x] Domain pattern validation for ForwardAuth
- [x] JSON parsing with error handling
- [x] File upload validation (type, size for app icons)

#### Output Encoding
- [x] HTML escaping by default (Rails 8)
- [x] JSON encoding for API responses
- [x] JWT encoding for ID tokens
- [x] Proper content types for responses

#### Session Security
- [x] Secure, httponly cookies
- [x] SameSite cookie attribute
- [x] Session timeout
- [x] IP and User-Agent tracking
- [x] CSRF protection

#### Cryptography
- [x] SecureRandom for tokens
- [x] bcrypt for passwords
- [x] HMAC-SHA256 for token hashing
- [x] RS256 for JWT signing
- [x] Proper secret management (Rails credentials)

## Testing

### Test Coverage
- [x] **341 tests** across integration, model, controller, service, and system tests
- [x] **1349 assertions**
- [x] **0 failures, 0 errors**

### Test Categories
- [x] Integration tests (invitation flow, forward auth, WebAuthn, session security)
- [x] Model tests (OIDC tokens, users, applications, groups, authorization codes)
- [x] Controller tests (TOTP, sessions, passwords, OIDC flows, input validation)
- [x] Service tests (JWT generation and validation)
- [x] System tests (forward auth, WebAuthn security)

### Security-Critical Test Coverage
- [x] OIDC authorization code flow
- [x] PKCE flow
- [x] Refresh token rotation
- [x] Token replay attack detection
- [x] Access control (group-based)
- [x] Input validation
- [x] Session security
- [x] WebAuthn credential handling
- [x] TOTP validation

## Code Quality

- [x] **StandardRB** - Code style and linting
  - CI: Runs on every PR and push to main

- [x] **Documentation** - Comprehensive README
  - Feature documentation
  - Setup instructions
  - Configuration guide
  - Rails console guide
  - API/protocol documentation

## Production Readiness

### Configuration
- [ ] Review all environment variables
- [ ] Document required vs. optional configuration
- [ ] Provide sensible defaults
- [ ] Validate production SMTP configuration
- [x] Ensure OIDC private key generation process is documented

### Database
- [x] Migrations are idempotent
- [x] Indexes on foreign keys
- [x] Proper constraints and validations
- [x] SQLite production-ready (Rails 8)

### Performance
- [ ] Review N+1 queries
- [x] Add database indexes where needed
- [ ] Test with realistic data volumes
- [ ] Review token cleanup job performance

### Deployment
- [x] Docker support
- [x] Docker Compose example
- [x] Production deployment guide (Docker Compose with .env configuration, upgrading, logs)
- [x] Backup and restore documentation

## Security Hardening

### Headers & CSP
- [x] Content Security Policy (comprehensive policy in config/initializers/content_security_policy.rb)
- [x] X-Frame-Options (DENY in production config)
- [x] X-Content-Type-Options (nosniff - Rails default)
- [x] Referrer-Policy (strict-origin-when-cross-origin in production config)

### Rate Limiting
- [x] Login attempt rate limiting (20/3min on sessions#create)
- [x] TOTP verification rate limiting (10/3min on sessions#verify_totp)
- [x] WebAuthn rate limiting (10/1min on webauthn endpoints, 10/3min on session endpoints)
- [x] Password reset rate limiting (10/3min on request, 10/10min on completion)
- [x] Invitation acceptance rate limiting (10/10min)
- [x] OAuth token endpoint rate limiting (60/1min on token, 30/1min on authorize)
- [x] Backup code rate limiting (5 failed attempts per hour, model-level)

### Secrets Management
- [x] No secrets in code
- [x] Rails credentials for sensitive data
- [ ] Document secret rotation process
- [ ] Document OIDC key rotation process

### Logging & Monitoring
- [x] Sentry integration (optional)
- [x] Parameter filtering configured (passwords, tokens, secrets, backup codes, emails filtered from logs)
- [ ] Audit log for admin actions

## Known Limitations & Risks

### Documented Risks
- [x] Document that ForwardAuth requires same-domain setup
- [ ] Document HTTPS requirement for production
- [ ] Document backup code security (single-use, store securely)
- [ ] Document admin password security requirements

### Future Security Enhancements (Post-Beta)
- [x] Rate limiting on authentication endpoints (comprehensive coverage implemented)
- [ ] Account lockout after N failed attempts (rate limiting provides similar protection)
- [ ] Admin audit logging
- [ ] Security event notifications (email/webhook alerts for suspicious activity)
- [ ] Advanced brute force detection (pattern analysis beyond rate limiting)
- [ ] Suspicious login detection (geolocation, device fingerprinting)
- [ ] IP allowlist/blocklist

## Protocol Conformance & Security Review

**Protocol Conformance (Completed):**
- [x] **OpenID Connect Conformance Testing** - [48/48 tests passed](https://www.certification.openid.net/log-detail.html?log=TZ8vOG0kf35lUiD)
  - OIDC authorization code flow ✅
  - PKCE flow ✅
  - Token security (ID tokens, access tokens, refresh tokens) ✅
  - Scope-based claim filtering ✅
  - Standard OIDC claims and metadata ✅
  - Proper OAuth2 error handling (redirect vs. error page) ✅

**External Security Review (Optional for Post-Beta):**
- [ ] Traditional security audit or penetration test
  - Note: OIDC conformance tests protocol compliance, not security vulnerabilities
  - A dedicated security audit would test for injection, XSS, auth bypasses, etc.
- [ ] Bug bounty program
- [ ] WebAuthn implementation security review

## Documentation for Users

- [ ] Security best practices guide
- [ ] Incident response guide
- [x] Backup and disaster recovery guide
- [ ] Upgrade guide
- [ ] Breaking change policy

## Beta Release Criteria

To move from "experimental" to "Beta", the following must be completed:

**Critical (Required for Beta):**
- [x] All automated security scans passing
- [x] All tests passing
- [x] Core features implemented and tested
- [x] Basic documentation complete
- [x] Backup/restore documentation
- [x] Production deployment guide
- [x] Protocol conformance validation
  - [OpenID Connect Conformance Testing](https://www.certification.openid.net/log-detail.html?log=TZ8vOG0kf35lUiD) - **48 tests PASSED**, 0 failures, 0 warnings

**Important (Should have for Beta):**
- [x] Rate limiting on auth endpoints
- [x] Security headers configuration documented (CSP, X-Frame-Options, X-Content-Type-Options, Referrer-Policy)
- [x] Known limitations documented (ForwardAuth same-domain requirement in README)
- [ ] Admin audit logging

**Nice to have (Can defer to post-Beta):**
- [ ] Bug bounty program
- [ ] Advanced monitoring/alerting
- [x] Automated security testing in CI beyond brakeman/bundler-audit
  - [x] Dependabot (automated dependency updates)
  - [x] GitHub Secret Scanning (automatic with push protection enabled)
  - [x] Container image scanning (Trivy scans Docker images for OS/system vulnerabilities)
  - [ ] DAST/Dynamic testing (OWASP ZAP) - optional for post-Beta

## Status Summary

**Current Status:** Ready for Beta Release 🎉

**Strengths:**
- ✅ Comprehensive security tooling in place
- ✅ Strong test coverage (374 tests, 1538 assertions)
- ✅ Modern security features (PKCE, token rotation, WebAuthn)
- ✅ Clean security scans (brakeman, bundler-audit, Trivy)
- ✅ Well-documented codebase
- ✅ **OpenID Connect Conformance certified** - 48/48 tests passed

**All Critical Requirements Met:**
- All automated security scans passing ✅
- All tests passing (374 tests, 1542 assertions) ✅
- Core features implemented and tested ✅
- Documentation complete ✅
- Production deployment guide ✅
- Protocol conformance validation complete ✅

**Optional for Post-Beta:**
- Admin audit logging
- Traditional security audit/penetration test
- Bug bounty program
- Advanced monitoring/alerting

**Recommendation:**
Clinch meets all critical requirements for Beta release. The OIDC implementation is protocol-compliant (48/48 conformance tests passed), security scans are clean, and the codebase has strong test coverage.

For production use in security-sensitive environments, consider a traditional security audit or penetration test post-Beta to validate against common vulnerabilities (injection, XSS, auth bypasses, etc.) beyond protocol conformance.

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Last updated: 2026-01-02
