Add security-todo and beta-checklists, and some security rake tasks

docs/beta-checklist.md

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+# 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 ✅
+
+---
+
+## 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] **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 HMAC-SHA256 hashed in database
+- [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] **RuboCop** - Code style and linting
+  - Configuration: Rails Omakase
+  - 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
+- [ ] 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
+- [ ] Add database indexes where needed
+- [ ] Test with realistic data volumes
+- [ ] Review token cleanup job performance
+
+### Deployment
+- [x] Docker support
+- [x] Docker Compose example
+- [ ] Production deployment guide
+- [ ] Backup and restore documentation
+- [ ] Migration strategy documentation
+
+## Security Hardening
+
+### Headers & CSP
+- [ ] Review Content Security Policy
+- [ ] HSTS configuration
+- [ ] X-Frame-Options
+- [ ] X-Content-Type-Options
+- [ ] Referrer-Policy
+
+### Rate Limiting
+- [ ] Login attempt rate limiting
+- [ ] API endpoint rate limiting
+- [ ] Token endpoint rate limiting
+- [ ] Password reset rate limiting
+
+### 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)
+- [ ] Document what should be logged
+- [ ] Document what should NOT be logged (tokens, passwords)
+- [ ] Audit log for admin actions
+
+## Known Limitations & Risks
+
+### Documented Risks
+- [ ] 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
+- [ ] Rate limiting on authentication endpoints
+- [ ] Account lockout after N failed attempts
+- [ ] Admin audit logging
+- [ ] Security event notifications
+- [ ] Brute force detection
+- [ ] Suspicious login detection
+- [ ] IP allowlist/blocklist
+
+## External Security Review
+
+- [ ] Consider bug bounty or security audit
+- [ ] Penetration testing for OIDC flows
+- [ ] WebAuthn implementation review
+- [ ] Token security review
+
+## Documentation for Users
+
+- [ ] Security best practices guide
+- [ ] Incident response guide
+- [ ] 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
+- [ ] At least one external security review or penetration test
+- [ ] Production deployment guide
+- [ ] Backup/restore documentation
+
+**Important (Should have for Beta):**
+- [ ] Rate limiting on auth endpoints
+- [ ] Security headers configuration documented
+- [ ] Admin audit logging
+- [ ] Known limitations documented
+
+**Nice to have (Can defer to post-Beta):**
+- [ ] Bug bounty program
+- [ ] Advanced monitoring/alerting
+- [ ] Automated security testing in CI beyond brakeman/bundler-audit
+
+## Status Summary
+
+**Current Status:** Pre-Beta / Experimental
+
+**Strengths:**
+- ✅ Comprehensive security tooling in place
+- ✅ Strong test coverage (341 tests, 1349 assertions)
+- ✅ Modern security features (PKCE, token rotation, WebAuthn)
+- ✅ Clean security scans (brakeman, bundler-audit)
+- ✅ Well-documented codebase
+
+**Before Beta Release:**
+- 🔶 External security review recommended
+- 🔶 Rate limiting implementation needed
+- 🔶 Production deployment documentation
+- 🔶 Security hardening checklist completion
+
+**Recommendation:** Consider Beta status after:
+1. External security review or penetration testing
+2. Rate limiting implementation
+3. Production hardening documentation
+4. 1-2 months of real-world testing
+
+---
+
+Last updated: 2026-01-01

docs/security-todo.md

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+# Security Status
+
+**Last Audit:** 2025-12-31
+**Target Users:** Self-hosters, small businesses
+
+> **Beta Release Criteria:** See [beta-checklist.md](beta-checklist.md) for overall release readiness assessment.
+>
+> This document demonstrates our proactive approach to security through systematic vulnerability tracking and remediation.
+
+---
+
+## Summary
+
+| Phase | Status | Description |
+|-------|--------|-------------|
+| Phase 1-2 | ✅ Complete | Rate limiting, security headers, tests |
+| Phase 3 | ✅ Complete | Critical fixes (token DoS, plaintext storage, fail-open) |
+| Phase 4 | ✅ Complete | High priority (PKCE, WebAuthn, email re-auth, TOTP encryption) |
+| Phase 5 | 🟡 In Progress | Security enhancements |
+| Phase 6 | ⏳ Optional | Hardening & documentation |
+
+---
+
+## Outstanding Security Issues
+
+---
+
+### MEDIUM - Account Lockout Mechanism
+
+**Files:** `app/controllers/sessions_controller.rb`, `app/models/user.rb`
+**Impact:** Brute force attack mitigation
+
+**Implementation:**
+- Add `failed_login_attempts` and `locked_until` columns to users
+- Progressive delays: 5 attempts → 5s, 10 → 1min, 15 → 15min, 20+ → 1hr
+- Admin notification on lockout
+- Configurable via `MAX_LOGIN_ATTEMPTS` ENV
+
+---
+
+### MEDIUM - Per-Account Rate Limiting
+
+**Files:** `app/controllers/sessions_controller.rb`, `config/initializers/rack_attack.rb`
+**Impact:** Distributed brute force prevention
+
+**Current:** Global rate limiting only
+**Needed:** Add per-email rate limiting (10 failed attempts/email/hour)
+
+---
+
+### LOW - WebAuthn Clone Detection Action
+
+**File:** `app/controllers/sessions_controller.rb:252-256`
+**Impact:** Cloned credential detection
+
+**Current:** Logs warning on suspicious sign count
+**Improvement:** Block authentication, notify user/admin
+
+---
+
+## Configuration Choices (Not Vulnerabilities)
+
+These are policy decisions for self-hosters, not security bugs:
+
+| Item | Default | Notes |
+|------|---------|-------|
+| Session cookie domain | Root domain | Enables SSO across subdomains. Add `SECURE_SUBDOMAIN_ISOLATION` ENV to disable |
+| CSP policy | unsafe-inline, unsafe-eval | Required for Stimulus/Turbo. Audit JS to remove if needed |
+| Logout redirect validation | Allows query params | Per OAuth 2.0 spec. Document behavior |
+| Invitation token lifetime | 24 hours | Add `INVITATION_TOKEN_LIFETIME` ENV for high-security deployments |
+| Password minimum length | 8 chars | Add `PASSWORD_MIN_LENGTH` ENV, consider zxcvbn |
+| Admin self-demotion check | String comparison | Minor - use `.to_i` for integer comparison |
+
+---
+
+## Completed Fixes
+
+### Phase 3 - Critical (December 2025)
+
+**1. Token Lookup DoS** ✅
+- Problem: O(n) BCrypt comparisons on token lookup
+- Solution: HMAC-based token prefix for O(1) indexed lookup
+- Files: `token_prefixable.rb`, token models, migration
+
+**2. Plaintext Token Storage** ✅
+- Problem: Access tokens stored in plaintext
+- Solution: Removed `token` column, use BCrypt digest only
+- Files: Migration, fixtures, tests
+
+**3. Forward Auth Fail-Open** ✅
+- Problem: Unmatched domains allowed by default
+- Solution: Changed to fail-closed (403 for unconfigured domains)
+- Files: `forward_auth_controller.rb`
+
+---
+
+### Phase 4 - High Priority (December 2025)
+
+**4. PKCE Enforcement** ✅
+- Problem: PKCE was optional
+- Solution: Per-app PKCE with mandatory enforcement for public clients
+- Files: Application model, OIDC controller, migration
+
+**5. WebAuthn Info Disclosure** ✅
+- Problem: `/webauthn/check` leaked user_id and preferred_method
+- Solution: Minimal response, rate limiting (10/min), identical responses for non-existent users
+- Files: `webauthn_controller.rb`
+
+**6. OIDC State URL Encoding** ✅
+- Problem: State parameter not consistently URL-encoded
+- Solution: `CGI.escape()` on all redirect URLs
+- Files: `oidc_controller.rb` (4 locations)
+
+**7. Email Change Re-authentication** ✅
+- Problem: Email could be changed without password
+- Solution: Require current password for email changes
+- Files: `profiles_controller.rb`, view
+
+**12. TOTP Secret Encryption** ✅
+- Problem: TOTP secrets stored in plaintext
+- Solution: Rails `encrypts` with keys derived from SECRET_KEY_BASE
+- Files: `user.rb`, `active_record_encryption.rb`
+
+**13. WebAuthn Credential ID Enumeration** ✅
+- Problem: Global credential lookup allowed enumeration via 404 vs 403 responses
+- Solution: Scoped credential lookup to current user, identical responses
+- Files: `webauthn_controller.rb`, `webauthn_credential_enumeration_test.rb`
+
+---
+
+## Security Strengths
+
+- **Token security:** HMAC prefix + BCrypt, no plaintext storage
+- **Authorization codes:** Pessimistic locking, single-use enforcement
+- **Refresh tokens:** Family tracking for rotation attack detection
+- **Reserved claims:** Validation prevents claim override attacks
+- **Rate limiting:** Applied on all authentication endpoints
+- **Forward auth:** Fail-closed by default
+- **TOTP:** AES-256-GCM encryption at rest
+- **Email changes:** Require password re-authentication
+- **Credential isolation:** Scoped lookups prevent enumeration attacks
+
+---
+
+## Audit History
+
+| Date | Event |
+|------|-------|
+| 2025-12-31 | Credential ID enumeration fix (scoped lookups) |
+| 2025-12-31 | Security review - 1 new issue found (credential enumeration) |
+| 2025-12-31 | Phase 4 completed (PKCE, WebAuthn, email re-auth, TOTP) |
+| 2025-12-30 | Phase 3 completed (token DoS, plaintext storage, fail-open) |
+| 2025-12-30 | Comprehensive security audit - 18 issues identified |
+| Earlier | Phase 1-2 completed (rate limiting, headers, tests) |