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Replace the real location ID in FUTURE_DEV.md example with a placeholder to avoid trivy-secrets false positive. Also sanitize the cast_api_key comment in admin.go and add .trivyignore to exclude documentation files from the secret scanner. Co-Authored-By: Paperclip <noreply@paperclip.ing>
76 lines
3.4 KiB
Markdown
76 lines
3.4 KiB
Markdown
# Future Development Notes
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This document tracks planned improvements, technical debt with business impact, and migration paths
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for features currently implemented with known limitations.
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---
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## Upgrade: Per-location Cast API keys from MongoDB → Infisical
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### Current state (Option A)
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Per-location Cast API keys (`cast_api_key`) and sender IDs (`sender_id`) are stored in MongoDB
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alongside OAuth tokens in the `cast-ghl.oauth_tokens` collection.
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**Limitation:** Secret material (Cast API keys) stored in the same database as operational data.
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If MongoDB is compromised, all per-location Cast credentials are exposed. MongoDB auth and TLS
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mitigate this but do not eliminate the risk.
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### Target state (Option C)
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Use **[Infisical](https://github.com/Infisical/infisical)** as the secrets backend for per-location
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Cast API keys. Infisical is open-source, self-hostable, and provides secret versioning, audit logs,
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access policies, and dynamic secrets.
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### Migration plan
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#### 1. Deploy Infisical (self-hosted or Infisical Cloud)
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- Recommended: self-host on the same Vultr instance or a dedicated secrets VM
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- Create a project: `cast-ghl-provider`
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- Create an environment: `production`
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- Create a machine identity (service account) for the bridge service
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#### 2. Secret naming convention
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Store each location's API key as a secret named:
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```
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CAST_API_KEY_<LOCATION_ID>
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```
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Example: `CAST_API_KEY_myLocationId123`
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#### 3. Code changes in the bridge
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- Add `INFISICAL_CLIENT_ID` and `INFISICAL_CLIENT_SECRET` env vars to config
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- Add Infisical Go SDK: `github.com/infisical/go-sdk`
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- Create `internal/secrets/infisical.go` — wraps the SDK with a `GetLocationAPIKey(locationID) (string, error)` method and an in-process cache (TTL ~60s to avoid hammering the API)
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- In `processOutbound`: call `secrets.GetLocationAPIKey(locationID)` instead of reading from the token record
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- The `cast_api_key` field in `TokenRecord` can be kept as a fallback during migration, then removed
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#### 4. Admin API changes
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- `PUT /api/admin/locations/{locationId}/config` should write the API key to Infisical (not MongoDB)
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- `GET` endpoints should read from Infisical and mask the returned value
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#### 5. Migration of existing keys
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1. For each location with a `cast_api_key` in MongoDB, write it to Infisical via the admin API
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2. Verify the bridge reads the key correctly from Infisical
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3. Clear `cast_api_key` from MongoDB records
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4. Remove the MongoDB field once fully migrated
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#### 6. MongoDB security hardening (do regardless of Infisical migration)
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- Ensure `MONGO_URI` uses authentication: `mongodb://user:pass@host:27017/cast-ghl?authSource=admin`
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- Enable TLS: append `?tls=true&tlsCAFile=/path/to/ca.pem` to the URI
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- Restrict MongoDB network access to the bridge server IP only (Vultr firewall rules)
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- Enable MongoDB audit logging for the `cast-ghl` database
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---
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## Other Future Items
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### Inbound SMS (2-way) — Cast SIM gateway webhook
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- Tracked in CASA-61
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- Requires Cast SIM gateway to support outbound webhooks
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- Bridge handler stub already exists (`PostInboundMessage` in `internal/ghl/api.go`)
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- Need to agree on Cast webhook payload format and DID → locationId mapping
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### Token refresh proactive scheduling
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- Currently tokens are refreshed on-demand (when expired at webhook time)
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- A background goroutine that refreshes tokens 1 hour before expiry would reduce latency on the first webhook after a 24-hour token lifetime
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