Merge pull request 'v1 readiness: CHANGELOG + threat model + first-run onboarding polish' (#26) from v1-readiness into main
Release / Build + push image (push) Successful in 2m16s

Reviewed-on: #26
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2026-05-09 11:52:33 +00:00
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# Changelog
All notable changes to this project are documented here.
The format follows [Keep a Changelog](https://keepachangelog.com/en/1.1.0/),
and the project follows [Semantic Versioning](https://semver.org/).
## [Unreleased]
## [1.0.0] - 2026-05-09
First tagged release. Six development phases brought the project from
empty repo to a self-hostable, multi-tenant restic backup orchestrator
with a web UI, JSON API, and self-updating agent fleet.
### Phase 1 — MVP: enrolment, visibility, on-demand backup
- HTTP server, SQLite store with migrations, AEAD-encrypted
credentials at rest, Argon2id password hashing, session cookies.
- WebSocket transport between server and agents (heartbeat, hello,
schedule fan-out, job log streaming).
- Agent install path for Linux (systemd unit + `install.sh`); one-time
enrolment tokens with embedded repo credentials.
- Run-now backup execution end-to-end, snapshot listing.
- Server-side encrypted repo creds pushed to the agent on hello.
### Phase 2 — Scheduling, retention, repo operations
- Source groups (paths + excludes + pre/post hooks + bandwidth caps)
decoupled from schedules; a schedule fires a source group.
- Cron-style schedules with retention policies, server-driven
reconciliation push and ack.
- `restic forget`, `prune`, `check`, `unlock` automation; periodic
maintenance ticker with per-host stagger.
- Pending-runs queue with backpressure (`max_concurrent_jobs` per
host).
- Repo stats panel on the host detail page (size, last-check, last-
prune, stale-lock banner).
- Auto-init of repos on first onboard with credential-failure surface
on the host detail page.
- Announce-and-approve enrolment path for hosts that don't have a
pre-minted token (Ed25519 fingerprint, operator approves).
- Windows agent: SCM service integration + `install.ps1` installer.
- Cross-platform alt-enrolment (announce flow on Windows).
### Phase 3 — Restore, alerts, audit
- Restore wizard: pick a snapshot, pick paths, pick a target
(in-place / new directory), live progress.
- Snapshot diff against parent.
- Alert engine: per-source-group dedup, severity tiers, ack / resolve.
- Live-refresh alerts table with severity cues.
- Audit log UI with filters, sort, CSV export, payload-detail modal.
### Phase 4 — RBAC, OIDC, host tags
- Role-based access control: viewer / operator / admin.
- User management UI (invite, role change, disable, password reset).
- Generic OIDC SSO with JIT user provisioning + role mapping.
- Per-host tags with chip-row filter on the dashboard.
### Phase 5 — OSS readiness
- mdBook-rendered docs site at `docs/book/`.
- Contributor onboarding (CONTRIBUTING.md, security policy, license).
- Docker-only release pipeline + reference deployment compose file.
- Playwright e2e harness covering the smoke runbook.
### Phase 6 — Update delivery + observability
- Agent self-update: server-side channel pin per host, signed binary
fetch via the WS transport, atomic swap with rollback on failure.
- Fleet-wide update orchestration with per-host stagger and an admin
pause switch.
- Prometheus `/metrics` endpoint + Grafana dashboard JSON.
- Repo size trend per host (90-day rolling) on the host detail page.
### Cross-cutting
- Live dashboard with column sort, filters, free-text host search,
background-tab-aware live refresh (5s cadence).
- Pure-Go binary with embedded UI, no Node/CGO at runtime.
- Reproducible `-trimpath -ldflags="-s -w"` builds for
linux/amd64, linux/arm64, windows/amd64.
- Sharded CI (server-http / store / rest), pre-commit hooks (gofumpt,
go vet, golangci-lint).
- Threat model published (`docs/threat-model.md`).
[Unreleased]: https://gitea.dcglab.co.uk/steve/restic-manager/compare/v1.0.0...HEAD
[1.0.0]: https://gitea.dcglab.co.uk/steve/restic-manager/releases/tag/v1.0.0
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@@ -9,6 +9,7 @@ import (
"os" "os"
"os/signal" "os/signal"
"path/filepath" "path/filepath"
"strings"
"syscall" "syscall"
"time" "time"
@@ -145,9 +146,18 @@ func run() error {
// text exactly once; we hash it into BootstrapToken on the // text exactly once; we hash it into BootstrapToken on the
// server-side handler. // server-side handler.
fmt.Fprintln(os.Stderr, "================================================================") fmt.Fprintln(os.Stderr, "================================================================")
fmt.Fprintln(os.Stderr, " FIRST RUN — bootstrap token (use within 1 hour, then it's gone):") fmt.Fprintln(os.Stderr, " FIRST RUN — no admin user exists yet.")
if cfg.BaseURL != "" {
fmt.Fprintln(os.Stderr, " Open this URL in a browser to create the first administrator:")
fmt.Fprintln(os.Stderr, " "+strings.TrimRight(cfg.BaseURL, "/")+"/bootstrap")
} else {
fmt.Fprintln(os.Stderr, " Open the server URL in a browser; you'll be sent to /bootstrap.")
fmt.Fprintln(os.Stderr, " (Set RM_BASE_URL to have a clickable link printed here.)")
}
fmt.Fprintln(os.Stderr, "")
fmt.Fprintln(os.Stderr, " Headless? POST {token, username, password} to /api/bootstrap")
fmt.Fprintln(os.Stderr, " with this one-shot bootstrap token (valid until first user exists):")
fmt.Fprintln(os.Stderr, " "+token) fmt.Fprintln(os.Stderr, " "+token)
fmt.Fprintln(os.Stderr, " POST it to /api/bootstrap with {token, username, password}.")
fmt.Fprintln(os.Stderr, "================================================================") fmt.Fprintln(os.Stderr, "================================================================")
} }
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# Threat model
A short, structured walkthrough of the assets restic-manager
protects, the actors that interact with it, the attack surfaces
exposed, and the mitigations in place. This document is written for
operators considering a deployment and for contributors evaluating
security-sensitive changes. It is **not** a formal certification —
restic-manager has not been third-party audited.
Last reviewed: **2026-05-09** (against v1.0.0).
---
## 1. Assets
In rough order of sensitivity:
| Asset | Why it matters |
|---|---|
| **Restic repository passwords** | Decrypt every backup in the repo. Server holds them encrypted at rest; agents need plaintext at backup-time. |
| **Repository URLs with embedded credentials** (e.g. `rest:https://user:pass@host/repo`) | Same as above — read access to the repo is leak-equivalent to the password. |
| **Agent bearer tokens** | Long-lived credentials authenticating each agent → server WS. Compromise lets an attacker impersonate that host (push fake snapshots, ack fake schedule versions, exfiltrate repo creds the server pushes back). |
| **Server session cookies** | Browser-side session for human operators. Compromise = full UI access at the user's role for the cookie's TTL (24h). |
| **Database secret key** | Wraps every encrypted-at-rest field (repo creds, agent enrolment payloads). Loss of the file means decryptable backups; rotation requires re-pushing creds to every agent. |
| **Bootstrap / setup tokens** | One-shot, time-limited; mint admin or invited-user accounts. |
| **Audit log** | Tamper-evident record of admin actions; read-only via UI. |
| **Backup data on the wire** | Restic itself encrypts on the agent before sending — see "out of scope". |
---
## 2. Actors
| Actor | Trust |
|---|---|
| **Anonymous internet** | Untrusted. Should not reach the server unless proxied behind auth (see deployment guide). |
| **Authenticated viewer** | Read-only on hosts/jobs/alerts/audit. |
| **Authenticated operator** | Add/remove hosts, edit schedules, run backups/restores, mint enrolment tokens, ack alerts. |
| **Authenticated admin** | All of the above plus user management, role changes, fleet update controls, secret-key visibility (no — see below). |
| **Agent** | Trusted to backup-and-report on its own host only. Cannot read other hosts' creds. Bearer-authenticated. |
| **Restic backend (rest-server / S3 / B2 / etc.)** | Out of scope for this document — assumed to authenticate the credentials presented and not collude. |
---
## 3. Attack surfaces and mitigations
### 3.1 First-run bootstrap
- **Surface**: `/bootstrap` UI + `/api/bootstrap` JSON endpoint.
- **Risk**: race between server start and admin creation — an attacker who reaches the server first can claim admin.
- **Mitigations**:
- Bootstrap token printed to stderr exactly once; held in memory, not persisted.
- The UI form on `/bootstrap` uses the in-memory token automatically (no token field for the operator to type or expose).
- Both surfaces self-disable the moment any user row exists (`CountUsers > 0`).
- Token is also blanked from process memory after success (defence in depth).
- **Residual risk**: if an operator brings up the server on the public internet before reaching the bootstrap page, an attacker reaching `/bootstrap` first wins. **Recommendation**: bring the server up behind an existing trusted network or with the listener bound to `127.0.0.1` until first-run is complete.
### 3.2 Local user accounts
- **Surface**: `/login`, `/api/auth/login`.
- **Mitigations**: Argon2id password hashing with per-deployment params; constant-time password compare; session-cookie minting via `crypto/rand`; session rows hash-only (raw token only in cookie).
- **Rate limiting**: Currently not in place at the application layer — the project assumes a reverse proxy enforces login throttling. **Recommendation**: front the server with `caddy`/`nginx` rate-limit rules in production.
- **Password policy**: 12-character minimum on bootstrap and user-setup paths; no maximum, no rotation, no history. Sufficient for self-hosted ops; tighten in policy if a deployment requires it.
### 3.3 OIDC SSO
- **Surface**: `/auth/oidc/*` — generic OIDC client, JIT user provisioning.
- **Mitigations**: state + nonce per flow; role mapping is server-configured (claims trusted only to identify the user, not pick role); user-disabled gate runs after IdP success.
- **Residual risk**: misconfigured role-mapping rules can promote any IdP user to admin. **Recommendation**: review `cfg.OIDC.RoleMappings` carefully.
### 3.4 Agent enrolment
- **Surface**: `/api/agents/enroll` (token-authenticated), `/api/agents/announce` (anonymous, then operator-approves).
- **Mitigations**:
- Token path: one-shot, hashed at rest, 1h TTL; agent receives a fresh long-lived bearer in the response.
- Announce path: agent supplies an Ed25519 public key; operator sees a fingerprint to confirm out-of-band before accepting.
- Bearer tokens are SHA-256 hashed in the DB.
- **Residual risk**: an attacker on the network between operator and target host who intercepts the install snippet can enrol *as* the target. The install script must be served over TLS in production (the docker-only deployment defaults to TLS-by-default; bare-metal deployers must configure their own).
### 3.5 Agent → server WebSocket
- **Surface**: persistent WS authenticated by agent bearer.
- **Mitigations**: bearer is presented per-connection; server pins the agent fingerprint for the announce flow; messages are envelope-typed and rejected if shape-invalid.
- **No payload-level signing** today — TLS is the integrity boundary. A man-in-the-middle with a valid cert chain could swap messages. **Recommendation**: pin the server cert via `RM_SERVER_CERT_PIN_SHA256` if running over a network you don't fully control.
### 3.6 Repo credential lifecycle
- Stored encrypted at rest under the AEAD secret key.
- Pushed to the agent over the WS on hello, on creds change, and on demand.
- Agent persists them encrypted (per-host secret key derived from a value known only to the agent).
- Logged surfaces use `restic.RedactURL()` to strip `user:pass@` from URLs before they reach `slog`.
- Plaintext form is constructed only at `exec.Command` time inside the agent, never stored on a struct field that could be slogged.
### 3.7 Restore
- Operators can restore to any path the agent (running as root) can write.
- Cross-host restore (host A's snapshot → host C) is **deferred** — see F-01. The current single-host restore does not require granting any cross-host privileges.
### 3.8 Audit log
- Append-only writes from the application; SQLite enforces no schema-level immutability.
- A compromise of the SQLite file (via OS-level access) can edit the audit log. **Recommendation**: ship audit entries to an append-only sink (syslog / Loki / Splunk) if tamper-evidence beyond the OS boundary is required.
### 3.9 Self-update channel (P6)
- Agents fetch new binaries via the WS transport from the server.
- Binaries are signature-checked by the agent against a key embedded in the existing agent (see `internal/fleetupdate/`).
- **Residual risk**: a server compromise lets the attacker push code to every agent (running as root). The signing-key compromise window is the same as the server compromise window because both live on the server. Splitting the signing key onto a separate signer is future work (not v1).
---
## 4. Out of scope
- **Restic itself** — its repository format, encryption, and backend protocol are upstream-trusted.
- **The host OS** — root compromise of a host obviously compromises that host's backups.
- **The backup destination** — restic-manager assumes the rest-server / object-store / SFTP target enforces its own auth.
- **Side-channel attacks** on the server process (RAM dump, process tracing).
- **Physical access** to the server's disk.
---
## 5. Reporting
Found something we missed? See `SECURITY.md` for the disclosure
process. Coordinated disclosure preferred; the project is
maintained by a small team and we'll respond as quickly as we
reasonably can.
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@@ -480,11 +480,11 @@ Sizes: **S** = under a day, **M** = 13 days, **L** = 37 days.
## Cross-cutting / ongoing ## Cross-cutting / ongoing
- [ ] **X-01** Keep CHANGELOG.md updated (Keep-a-Changelog format) - [x] **X-01** Keep CHANGELOG.md updated (Keep-a-Changelog format). ✅ Landed: `CHANGELOG.md` at the repo root with a v1.0.0 entry summarising what each phase shipped, plus an empty Unreleased section to accumulate changes after the tag. Updated on each release going forward.
- [ ] **X-02** Track restic version compatibility matrix - [ ] **X-02** Track restic version compatibility matrix
- [ ] **X-03** Periodic dependency updates (`dependabot` or `renovate`) - [ ] **X-03** Periodic dependency updates (`dependabot` or `renovate`)
- [ ] **X-04** Threat-model review at end of each phase - [x] **X-04** Threat-model review at end of each phase. ✅ Landed: `docs/threat-model.md` covering assets, actors, attack surfaces (bootstrap, local accounts, OIDC, agent enrolment, agent ↔ server WS, credential lifecycle, restore, audit log, self-update channel), residual risks, and explicit out-of-scope items. Reviewed against v1.0.0 surface; refresh on each tagged release.
- [ ] **X-05** Proper first-run onboarding UI: admin shouldn't need to `curl` `/api/bootstrap` by hand. Render the bootstrap form on the same login page (extra "setup token" field shown only while no admin user exists, hidden after); on submit POST to `/api/bootstrap`, then drop straight into a session. Surface the one-time token from the server log somewhere copy-able (or print a clickable URL with the token in the query string at first-run). Also: relax the 12-char password floor for the first-run path or document it in the form so `admin` doesn't silently fail validation. - [x] **X-05** Proper first-run onboarding UI. ✅ Landed: bootstrap form already lives at `/bootstrap` and `/login` redirects to it when no users exist (so an operator hitting the server in a browser is guided into setup automatically — the form takes username + password only, no token field needed because the server holds the in-memory token and applies it server-side). Improvements added here: at first-run startup the server now prints a clickable `$RM_BASE_URL/bootstrap` URL (or a fallback message when `RM_BASE_URL` is unset) alongside the existing one-shot token for headless `/api/bootstrap` use; the bootstrap form's password field shows an explicit "Minimum 12 characters" hint so the rule is visible before submission instead of failing on submit.
--- ---
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@@ -36,6 +36,7 @@
<label class="field-label" for="bs-pw">Password</label> <label class="field-label" for="bs-pw">Password</label>
<input id="bs-pw" name="password" type="password" class="field" <input id="bs-pw" name="password" type="password" class="field"
required minlength="12" autocomplete="new-password" /> required minlength="12" autocomplete="new-password" />
<div class="field-help">Minimum 12 characters.</div>
</div> </div>
<div> <div>
<label class="field-label" for="bs-pw2">Confirm password</label> <label class="field-label" for="bs-pw2">Confirm password</label>