Merge pull request #218 from theta42/release-v2.8.0

release(v2.8.0): promotion/LDAP-orphan fix, site-slug unification, LDAP status UI

.env.example

@@ -1,4 +1,4 @@
-# theta-env — unified SSO Manager + Proxy deployment.
+# theta-suite — unified SSO Manager + Proxy deployment.
 #
 # Copy this file to `.env` and fill in the values, then run `./setup.sh`.
 # All values are read by setup.sh / docker-compose / the bootstrap.

.github/workflows/ci.yml

@@ -0,0 +1,62 @@
+name: CI/CD
+
+on:
+  push:
+    branches: [ "main", "master" ]
+    tags:
+      - 'v*.*.*'
+  pull_request:
+    branches: [ "main", "master" ]
+
+jobs:
+  build-theta-agent:
+    runs-on: ubuntu-latest
+    steps:
+    - uses: actions/checkout@v3
+      with:
+        submodules: recursive
+
+    - name: Set up Go
+      uses: actions/setup-go@v4
+      with:
+        go-version: '1.21'
+
+    - name: Build Agent
+      working-directory: ./theta-agent
+      run: go build -v ./...
+
+  docker-push:
+    needs: [build-theta-agent]
+    if: startsWith(github.ref, 'refs/tags/v')
+    runs-on: ubuntu-latest
+    steps:
+    - uses: actions/checkout@v3
+      with:
+        submodules: recursive
+
+    - name: Log in to GitHub Container Registry
+      uses: docker/login-action@v2
+      with:
+        registry: ghcr.io
+        username: ${{ github.actor }}
+        password: ${{ secrets.GITHUB_TOKEN }}
+
+    - name: Build and Push SSO Manager
+      uses: docker/build-push-action@v4
+      with:
+        context: ./sso-manager-node
+        file: ./sso-manager-node/Dockerfile.openldap
+        push: true
+        tags: |
+          ghcr.io/${{ github.repository_owner }}/sso-manager:latest
+          ghcr.io/${{ github.repository_owner }}/sso-manager:${{ github.ref_name }}
+
+    - name: Build and Push Proxy
+      uses: docker/build-push-action@v4
+      with:
+        context: ./proxy
+        file: ./proxy/Dockerfile
+        push: true
+        tags: |
+          ghcr.io/${{ github.repository_owner }}/theta-proxy:latest
+          ghcr.io/${{ github.repository_owner }}/theta-proxy:${{ github.ref_name }}

.github/workflows/lint.yml

@@ -1,6 +1,6 @@
 name: Lint
 
-# theta-env has no app code of its own to unit-test (it orchestrates the
+# theta-suite has no app code of its own to unit-test (it orchestrates the
 # proxy/sso-manager-node submodules) -- this checks the one thing that can
 # actually break silently: setup.sh and bootstrap.js, plus a static
 # consistency check on the config bootstrap.js generates for jump-host
@@ -28,6 +28,8 @@ jobs:
         run: shellcheck -S warning setup.sh
 
   bootstrap-syntax:
+    # Keep this job name stable: branch protection on master requires a status
+    # check named exactly "Syntax check bootstrap.js".
     name: Syntax check bootstrap.js
     runs-on: ubuntu-latest
     steps:
@@ -40,7 +42,9 @@ jobs:
           node-version: 22.x
 
       - name: Syntax check
-        run: node --check bootstrap/bootstrap.js
+        run: |
+          node --check bootstrap/bootstrap.js
+          node --check bootstrap/site-join.js
 
       - name: Jump-host LDAP config consistency
         run: node test/check_jump_ldap_tls.js

.gitignore

@@ -5,8 +5,12 @@
 config/
 backups/
 
-# Legacy .env / proxy.env (no longer used — config is in ./config/). Still
-# ignored in case a migrated deployment hasn't deleted them yet.
+# .env: NOT app config (that's ./config/, generated by setup.sh) — this is
+# docker compose's own auto-loaded env file, which setup.sh uses only to
+# persist *_GIT_COMMIT build args so an ad-hoc rebuild of a single service
+# still bakes the right commit hash. Generated; never commit.
+# proxy.env: legacy, no longer used — still ignored in case an old
+# deployment hasn't deleted it yet.
 .env
 proxy.env
 
@@ -15,6 +19,11 @@ proxy.env
 # per-deployment and is not committed.
 setup.env
 
+# spoke.env — same rule as setup.env, but for the join-a-cluster vars split
+# out for clarity (spoke.env.example IS committed). Holds a real site join
+# key once filled in.
+spoke.env
+
 # Backup artifacts (hold secrets — the whole user directory + Redis dumps)
 *.rdb
 *.ldif

.gitmodules

@@ -1,6 +1,6 @@
 [submodule "sso-manager-node"]
 	path = sso-manager-node
-	url = https://github.com/theta42/sso-manager-node.git
+	url = https://github.com/theta42/theta-directory.git
 [submodule "proxy"]
 	path = proxy
 	url = https://github.com/theta42/proxy.git
@@ -11,3 +11,6 @@
 [submodule "ldap-client"]
 	path = ldap-client
 	url = https://github.com/theta42/ldap-client.git
+[submodule "theta-agent"]
+	path = theta-agent
+	url = https://github.com/theta42/theta-agent.git

README.md

@@ -1,66 +1,68 @@
-# theta-env
+# Theta Suite 2.0
 
-The whole theta42 identity + access stack in one repo, brought up with a single
-command — for home labs and small businesses.
+Theta Suite 2.0 is your production-grade, single-command solution for replacing fragmented identity, gateway, and host management setups with a unified zero-trust infrastructure stack. It seamlessly integrates OIDC identity, LDAP directories, automated host enrollment, WireGuard mesh routing, and centralized secret management in one command.
 
-It wires together two projects that already work on their own:
+Theta Suite composes core applications around a shared [OpenBao](https://openbao.org/) secrets store, brought up with a single `./setup.sh`:
 
-- **[SSO Manager](https://github.com/theta42/sso-manager-node)** — an OIDC
-  provider with a built-in LDAP directory (OpenLDAP) and a web UI for managing
-  users, groups, and OAuth clients.
-- **[theta42/proxy](https://github.com/theta42/proxy)** — an OIDC-protected
-  reverse proxy (OpenResty) that puts any of your apps behind SSO login and can
-  look users up directly in LDAP.
+- **[Theta Directory](https://github.com/theta42/sso-manager-node)** — an OIDC provider with a built-in OpenLDAP directory, resource catalog, IAM group access controls, and administrative web console.
+- **[Theta Gateway](https://github.com/theta42/jump-host)** — directory-driven SSH access gateway and integrated WireGuard mesh network router with site-aware target filtering and NETMAP shadow subnets.
+- **[Theta Agent](https://github.com/theta42/theta-agent)** — lightweight multi-platform host telemetry and desktop control agent for Linux (amd64, arm64, armv7), macOS (Intel, Apple Silicon), and Windows.
+- **[Theta Proxy](https://github.com/theta42/proxy)** — an OIDC-protected reverse proxy (OpenResty) that puts web applications behind directory authentication with direct LDAP user lookups.
+- **[ldap-client](https://github.com/theta42/ldap-client)** — enrolls Linux hosts into the directory for PAM/SSSD login, sudo, and SSH keys.
 
-Each project still runs **standalone** (`docker compose up` in its own folder);
-this repo just composes them and automates the first-run glue so they find each
-other.
+All applications load their secrets from OpenBao at boot; `./setup.sh` automates the first-run glue so components discover each other and the secrets engine automatically.
 
-**Documentation:** [https://theta42.github.io/theta-env/](https://theta42.github.io/theta-env/)
+**Site:** [https://theta42.github.io/theta-suite/](https://theta42.github.io/theta-suite/)
 
 ## Screenshots
 
-The SSO Manager and the proxy it fronts, both stood up by one `./setup.sh` run:
+The Theta Directory and Theta Proxy, stood up by one `./setup.sh` run:
 
-| SSO Manager Dashboard | Proxy Hosts |
+| Theta Directory Dashboard | Proxy Hosts |
 | --- | --- |
-| [![SSO Manager dashboard](docs/images/sso-dashboard.png)](docs/images/sso-dashboard.png) | [![Proxy host list](docs/images/proxy-hosts.png)](docs/images/proxy-hosts.png) |
+| [![Theta Directory dashboard](docs/images/sso-dashboard.png)](docs/images/sso-dashboard.png) | [![Proxy host list](docs/images/proxy-hosts.png)](docs/images/proxy-hosts.png) |
 
-**Why use this instead of running the two separately?** The two only become
-useful once the proxy is registered as an OIDC client of the SSO and pointed at
-the SSO's LDAP directory — and the SSO's domain has to match across half a dozen
-config fields or logins silently fail with `Invalid Credentials`. Doing that by
-hand is fiddly and easy to get wrong. `setup.sh` asks for your domain once (in
-`setup.env`), generates both config files with it filled in everywhere, registers
-the proxy as an OIDC client, and snapshots state before every rebuild — so you
-get a working SSO + proxy stack in one command and a safe way to upgrade it.
+## System Architecture
 
 ```
-            ┌──────────────────────────────────────────────┐
-            │  your browser / apps                          │
-            └───────────────┬──────────────────────────────┘
-                            │ https
-                  ┌─────────▼─────────┐
-                  │  proxy            │  OpenResty :80/:443/:4443
-                  │  (OIDC + LDAP)    │  mgmt app :3000 (localhost)
-                  └─────────┬─────────┘  bundled redis
-              ┌─────────────┼──────────────────────┐
-              │ ldaps:636   │ http:3001 (internal)│  OIDC token/userinfo
-              ▼             ▼                      │
-      ┌──────────────────────────┐                │
-      │  sso-manager             │◄────────────────┘
-      │  OIDC provider + OpenLDAP │  bundled redis
-      │  web UI :3001 (localhost) │
-      │  ldaps :636 (LAN clients) │
-      └───────────────────────────┘
+          ┌───────────────────────────────────────────────────────────┐
+          │ browser / OIDC apps │ SSH clients │ Linux hosts           │
+          │                     │             │ (PAM/SSSD, sudo, keys)│
+          └───────┬─────────────┴───────┬─────┴────────────┬──────────┘
+            https (:443)          ssh (:2222)        ldaps (:636)
+                  │                     │                  │
+         ┌────────▼─────────┐  ┌────────▼──────────┐       │
+         │  theta-proxy     │  │  theta-gateway    │       │
+         │  OpenResty       │  │  SSH Gateway      │       │
+         │  :80/:443/:4443  │  │  WireGuard Mesh   │       │
+         │  mgmt app :3000  │  └────────┬──────────┘       │
+         └────────┬─────────┘           │ OIDC + LDAP      │
+                  │ http:3001 (internal)│ via theta-directory
+                  ▼                     ▼                  ▼
+        ┌───────────────────────────────────────────────────────┐
+        │  theta-directory (Express + OpenLDAP + Redis)         │
+        │  OIDC provider + LDAP directory + Resource Catalog    │
+        │  web UI :3001 (internal)   ldaps :636 (published)     │
+        └───────────────────────────────────────────────────────┘
+                          ▲  loads secrets at boot (scoped token each)
+              ┌───────────┴───────────────────┐
+              │  openbao   (KV-v2 at secret/) │  ← central secrets store
+              │  :8200 (internal)             │     per-user + per-app KV
+              │  :8080 (operator UI/API)      │
+              └───────────────────────────────┘
 ```
 
-The proxy fronts the SSO Manager UI under TLS and protects it with OIDC login.
-It is **both** an OIDC client of the SSO (for login) **and** a direct LDAP
-client (for user lookups). Legacy apps can still bind to LDAPS on the SSO
-directly.
+The proxy fronts the SSO Manager UI (and the jump-host web UI) under TLS and
+protects them with OIDC login. It is **both** an OIDC client of the SSO (for
+login) **and** a direct LDAP client (for user lookups). Legacy apps can still
+bind to LDAPS on the SSO directly. See
+[docs/architecture.md](docs/architecture.md) for the full diagram (ports,
+secrets flow, jump-host, ldap-client) and [docs/secrets.md](docs/secrets.md)
+for the OpenBao model.
 
 - **Self-service API tokens** in both apps' UIs, for scripting/CI without a browser session.
+- **Subtype Management & Metrics Drivers Engine** — 4-tier resolution engine (`theta-agent`, specialized subtype driver, Proxmox hypervisor fallback, unmanaged) for systemd, docker, proxmox, wireguard, database, and k8s resources.
+- **Explicit Secret Inheritance Mode** — OpenBao KV-v2 integration with strict upward ancestor lineage (`Resource -> Host -> Cluster -> Site`), guaranteeing strict secret scoping across services and containers.
 - **Multi-Site Support (Geo-Location Scaling)** — built-in support for N-Way Multi-Master LDAP replication across physical locations.
 - **Multi-target load balancing** — built-in proxy support for round-robin load balancing across multiple application servers.
 
@@ -121,26 +123,32 @@ see browser warnings.)
 
 Optional extra ports (only if you need them):
 - **4443** — alternate HTTPS listener (e.g. if 443 is taken by something else).
-- **636** (LDAPS) — only if a legacy app on another machine binds to LDAP
-  directly over the network. The proxy itself reaches LDAP over the internal
-  Docker network, so you do **not** need to expose 636 for the stack to work.
-  **Do not forward 636 to the public internet.** If you need LAN clients to bind
-  LDAP, set `CFG_LDAPS_HOST=ldap.internal.example.com` (or `sso-manager` for
+- **389** (LDAP) + **636** (LDAPS) — direct-LDAP access. The stack host's **own**
+  enrollment (`setup.sh` → ldap-client) configures its sssd against
+  `ldap://localhost:389` / `ldaps://localhost:636`, so both ports are published
+  to the host by default (bind 0.0.0.0; set `LDAP_BIND`/`LDAPS_BIND=127.0.0.1` to
+  lock to the host). LAN clients (Linux hosts via PAM/SSSD, LDAP-native apps) can
+  bind over either; the proxy itself reaches LDAP over the internal Docker
+  network and doesn't need them.
+  **Do not forward 389/636 to the public internet.** If you need LAN clients to
+  bind LDAP, set `CFG_LDAPS_HOST=ldap.internal.example.com` (or `sso-manager` for
   same-host Docker clients) in `setup.env` and use an internal DNS record / cert
   SAN. The default shows the public SSO hostname, which implies a public route.
 
 ### 4. Docker + Docker Compose
 
-Any recent Docker with Compose — the v2 plugin (`docker compose`) or the v1
-standalone (`docker-compose`) both work.
+You must use the modern Docker Compose v2 plugin (`docker compose`). The older
+v1 standalone (`docker-compose`) is not compatible with the BuildKit images
+generated by this suite and will fail with a `ContainerConfig` KeyError during
+deployment.
 
 ---
 
 ## Quickstart
 
 ```bash
-git clone --recursive https://github.com/theta42/theta-env.git
-cd theta-env
+git clone --recursive https://github.com/theta42/theta-suite.git
+cd theta-suite
 cp setup.env.example setup.env     # then edit setup.env: set CFG_DOMAIN to your domain
 ./setup.sh            # first run: generates ./config/ from setup.env, builds + bootstraps + starts
 ```
@@ -177,11 +185,21 @@ operator-owned and `setup.env` is ignored.
    would 404. Idempotent; skips a host that already exists.
 6. Prints your first admin login + the public URLs.
 
-### Configuration — `./config/` (no `.env` files)
+### Configuration & secrets — OpenBao + `./config/`
 
-All config and secrets live in a bind-mounted `./config/` directory (gitignored),
-read by each app's `@simpleworkjs/conf` via the `CONF_SECRETS` env var, which
-the entrypoint points at the mounted file:
+Secrets live in **OpenBao** (a Vault fork, container `openbao:8200` on
+`theta-net`), the single authoritative store. Each app loads them at boot with
+[@simpleworkjs/bao-conf](https://simpleworkjs.github.io/bao-conf/), which
+deep-merges `secret/<app>/conf` over the file-loaded config — **fail-soft**, so
+if OpenBao is unreachable the app boots from the file fallback. End users get
+personal per-user secret storage (`secret/users/<uid>/*`) in the SSO **Vault**
+UI, and admins mint scoped tokens for external apps (`secret/apps/<name>/*`).
+See **[docs/secrets.md](docs/secrets.md)** for the full architecture, policies,
+token model, rotation, and the external-app convention.
+
+A bind-mounted `./config/` directory (gitignored) holds the operator-edit
+seed files and the fail-soft fallback, read by each app's `@simpleworkjs/conf`
+via the `CONF_SECRETS` env var:
 
 - **`./config/sso-secrets.js`** — SSO config: `ldap` (base, admin password,
   user/group bases), `oauth` (issuer, `jwtSecret`), `smtp`, `name`, plus
@@ -192,11 +210,15 @@ the entrypoint points at the mounted file:
   same `serviceAccountPass`), `auth` (admin groups/users).
 
 `./setup.sh` generates both on first run from `./setup.env` (the one place the
-domain is entered — see *Quickstart*) with random secrets. There is **no
-`.env` / `proxy.env`** — edit `./config/*.js` directly. Compose only interpolates
-port defaults (`SSO_PORT`, `HTTP_PORT`, etc.), which you can override on the
-command line: `SSO_BIND=127.0.0.1 ./setup.sh`. See `config.example/` for the
-full annotated shape, and each submodule's `secrets.js.example`.
+domain is entered — see *Quickstart*) with random secrets, seeds them into
+OpenBao, and mints scoped per-app tokens (`SSO_VAULT_TOKEN` /
+`PROXY_VAULT_TOKEN` / `JUMP_VAULT_TOKEN`) into `./.env`. There is **no
+`.env` / `proxy.env`** for app config — edit `./config/*.js` directly (and
+re-seed into OpenBao, or use the SSO Configuration UI for live edits). Compose
+only interpolates port defaults (`SSO_PORT`, `HTTP_PORT`, etc.), which you can
+override on the command line: `SSO_BIND=127.0.0.1 ./setup.sh`. See
+`config.example/` for the full annotated shape, and each submodule's
+`secrets.js.example`.
 
 > **Migrating from an older `.env`-based deployment?** If `.env` and/or
 > `proxy.env` exist when you first run `./setup.sh`, it migrates them into
@@ -215,9 +237,10 @@ full annotated shape, and each submodule's `secrets.js.example`.
 - **Proxy mgmt UI**: `https://<PROXY_HOST>` — add the Host records you want to
   protect with OIDC. (First-run fallback: `http://<host>:3000`, reachable on the
   LAN by default.)
-- **Direct LDAP for legacy apps**: bind to `ldaps://<host>:636` as
-  `cn=admin,<base>` (admin) or `cn=ldapclient,ou=people,<base>` (read-only
-  service account the bootstrap created). Use LDAPS, not plain LDAP.
+- **Direct LDAP for LDAP-native clients and Linux hosts**: bind to
+  `ldaps://<host>:636` as `cn=admin,<base>` (admin) or
+  `cn=ldapclient,ou=people,<base>` (read-only service account the bootstrap
+  created). Use LDAPS, not plain LDAP.
 
 ### API tokens (personal access tokens)
 
@@ -247,17 +270,19 @@ for details.
 
 ## Logs
 
-The stack runs under Docker Compose with two services — `sso-manager` and
-`proxy`. Both the Node app and, for the SSO, OpenLDAP write to the container's
-stdout/stderr, so `docker compose logs` is the primary view.
+The stack runs under Docker Compose with several services — `sso-manager`,
+`proxy`, `jump-host`, and `openbao` (plus its `bao-renewer` sidecar). Both the
+Node app and, for the SSO, OpenLDAP write to the container's stdout/stderr, so
+`docker compose logs` is the primary view.
 
 ```bash
-# Follow both services live
+# Follow all services live
 docker compose logs -f
 
 # One service
 docker compose logs -f sso-manager
 docker compose logs -f proxy
+docker compose logs -f jump-host
 
 # Last 200 lines and keep following
 docker compose logs --tail=200 -f proxy
@@ -325,8 +350,11 @@ docker compose cp sso-manager:/data/dump.rdb sso-manager.rdb
 docker compose exec proxy redis-cli BGSAVE
 docker compose cp proxy:/data/dump.rdb proxy.rdb
 
-# Secrets
+# Secrets — ./config/ (the seed/fallback; OpenBao is authoritative)
 cp -a ./config config-backup && chmod 700 config-backup
+# OpenBao (the authoritative secret store — back up its data volume)
+docker run --rm -v theta-suite_openbao-data:/data -v "$PWD":/backup alpine \
+  tar czf /backup/openbao-data.tgz -C /data .
 ```
 
 ### Restore — full disaster recovery
@@ -377,30 +405,6 @@ Redis and are preserved by the volume.
 
 ---
 
-## Running each project standalone
-
-The two submodules work on their own — this repo just composes them:
-
-- **SSO Manager alone**:
-  ```bash
-  cd sso-manager-node
-  mkdir -p config && cp secrets.js.example config/sso-secrets.js   # edit it
-  docker compose up -d --build
-  ```
-  See its [DEPLOYMENT.md](sso-manager-node/DEPLOYMENT.md).
-
-- **Proxy alone** (pointing at any external SSO + LDAP via a mounted
-  `secrets.js`):
-  ```bash
-  cd proxy
-  mkdir -p config && cp secrets.js.example config/proxy-secrets.js   # edit it
-  docker compose up -d --build
-  ```
-  See its [DEPLOYMENT.md](proxy/DEPLOYMENT.md).
-
-No cross-repo file edits are needed at runtime — the unified stack is pure
-composition (one compose file + one bootstrap script).
-
 ---
 
 ## How the first-run wiring works
@@ -465,15 +469,18 @@ exactly in the bootstrap) so the SSO can verify them on bind.
 ## Repo layout
 
 ```
-theta-env/
+theta-suite/
 ├── setup.env.example   # first-run config template — cp to setup.env, set CFG_DOMAIN
 ├── config.example/      # committed annotated config templates (copy to ./config/)
-├── docker-compose.yml   # sso-manager + proxy on one bridge net
+├── docker-compose.yml   # sso-manager + proxy + jump-host + openbao on one bridge net
 ├── setup.sh             # one-command idempotent bring-up (manages ./config/ + backups)
 ├── bootstrap/
 │   └── bootstrap.js      # runs in the sso-manager container
 ├── sso-manager-node/    # git submodule
-└── proxy/               # git submodule
+├── proxy/               # git submodule
+├── jump-host/           # git submodule
+├── ldap-client/         # git submodule (enrolls Linux hosts; also the opt-in ldap-test-host fixture)
+└── theta-agent/         # git submodule
 ```
 
 `./setup.sh` reads the gitignored `setup.env` on first run to generate the
@@ -486,7 +493,7 @@ tagged release of each app, not whatever's most recently merged upstream. To
 lock to the pinned commits (offline rebuild, or a deliberate pin), run
 `SKIP_SUBMODULE_UPDATE=1 ./setup.sh`.
 
-See [CHANGELOG.md](CHANGELOG.md) for what changed in each theta-env release
+See [CHANGELOG.md](CHANGELOG.md) for what changed in each theta-suite release
 (and each submodule's own `CHANGELOG.md` —
 [proxy](https://github.com/theta42/proxy/blob/master/CHANGELOG.md),
 [sso-manager-node](https://github.com/theta42/sso-manager-node/blob/master/CHANGELOG.md)

bootstrap/bootstrap.js

@@ -1,6 +1,6 @@
 #!/usr/bin/env node
 /*
- * theta-env bootstrap — runs inside the sso-manager container to wire the
+ * theta-suite bootstrap — runs inside the sso-manager container to wire the
  * proxy into a (fresh or existing) SSO Manager. Invoked by setup.sh:
  *
  *   docker compose exec sso-manager node /bootstrap/bootstrap.js
@@ -23,6 +23,13 @@
  *                               into the file (the sso-manager mounts ./config
  *                               read-write for this purpose).
  *
+ * Generated creds are ALSO written into OpenBao (secret/proxy/conf and, when
+ * the jump host is enabled, secret/jump-host/conf) so the proxy + jump host
+ * load them from OpenBao at boot via @simpleworkjs/bao-conf. setup.sh passes
+ * the root VAULT_TOKEN on this exec for that purpose. The OpenBao write is
+ * fail-soft: if VAULT_TOKEN is unset or OpenBao is unreachable, the /config
+ * file remains the fallback and bootstrap does not fail the bring-up over it.
+ *
  * Idempotent: re-running converges to the ./config values. The LDAP service
  * account + admin passwords are reset to the file values on each run; the
  * OAuth client is created if missing. If proxy-secrets.js already holds a
@@ -77,16 +84,80 @@ const HAS_USABLE_CREDS = EXISTING_ID && EXISTING_SECRET
 	&& !PLACEHOLDER.test(EXISTING_ID) && !PLACEHOLDER.test(EXISTING_SECRET);
 
 const REDIRECT_URI = `https://${PROXY_HOST}/api/auth/oidc/callback`;
+
+// Per-host SSO (proxy routes/host_auth.js) calls back to
+// `https://<proxied-host>/__proxy_auth/callback` — a DIFFERENT URL for every
+// host the proxy fronts, all against this one OAuth client. Registering just
+// REDIRECT_URI above is what produced "400 redirect_uri is not registered for
+// this client" the moment a host's auth was set to SSO. The SSO's
+// redirectUriAllowed() supports `**` (any number of labels), so one pattern
+// covers the whole domain; `**.` does not match the bare apex, so register that
+// separately for a host served at the domain itself.
+//
+// A function, not a const: DOMAIN is declared further down this file, so
+// evaluating it here at module scope would hit the temporal dead zone.
+function proxyRedirectUris() {
+	if (!DOMAIN) return [REDIRECT_URI];
+	return [
+		REDIRECT_URI,
+		`https://**.${DOMAIN}/__proxy_auth/callback`,
+		`https://${DOMAIN}/__proxy_auth/callback`,
+	];
+}
 const SSO_INTERNAL = 'http://localhost:3001';
 const CLIENT_NAME = 'theta-proxy';
 
 const ADMIN_DN  = `cn=${ADMIN_UID},ou=people,${BASE_DN}`;
 const SVC_DN    = `cn=ldapclient,ou=people,${BASE_DN}`;
-const ADMIN_GROUPS = ['app_sso_admin', 'app_sso_oauth_admin'];
+// god_admin is the global super group (docs/GROUPS.md §2); the bootstrapped
+// admin is its first member. app_sso_admin / app_sso_oauth_admin are the
+// per-console admin groups still used by the SSO UI. god_admin is nested into
+// the app_sso_* groups (and every resource's _admin group) by
+// docker-entrypoint.sh + api_directory_admin, so LDAP-level consumers (SSSD,
+// sudo) resolve it transitively.
+const ADMIN_GROUPS = ['god_admin', 'app_sso_admin', 'app_sso_oauth_admin'];
 
 const log  = (...a) => process.stderr.write('[bootstrap] ' + a.join(' ') + '\n');
 const out  = (k, v) => process.stdout.write(`${k}=${v}\n`);
 
+// ── OpenBao (Vault) writes ───────────────────────────────────────────────────
+// bootstrap generates the proxy's + jump host's OAuth client creds and writes
+// them back into /config/*-secrets.js (the file fallback). It ALSO writes the
+// complete conf into OpenBao so the proxy + jump host load it from there at
+// boot via @simpleworkjs/bao-conf. setup.sh passes the root VAULT_TOKEN on this
+// exec. Fail-soft: if VAULT_TOKEN is unset or OpenBao is unreachable, the write
+// is skipped with a warning — the file remains the fallback and bootstrap does
+// not fail the bring-up over it.
+const VAULT_ADDR  = process.env.VAULT_ADDR || 'http://openbao:8200';
+const VAULT_TOKEN = process.env.VAULT_TOKEN || '';
+
+// Re-require a /config module after its file has been rewritten on disk
+// (require caches the old contents otherwise).
+function freshRequire(p) {
+	delete require.cache[require.resolve(p)];
+	return require(p);
+}
+
+// PUT (replace) the data at secret/data/<vaultPath> with `data`. Warn-only.
+async function baoPut(vaultPath, data) {
+	if (!VAULT_TOKEN) { log('OpenBao: VAULT_TOKEN unset — skipping write of secret/' + vaultPath); return; }
+	try {
+		const res = await fetch(`${VAULT_ADDR}/v1/secret/data/${vaultPath}`, {
+			method: 'POST',
+			headers: { 'X-Vault-Token': VAULT_TOKEN, 'Content-Type': 'application/json' },
+			body: JSON.stringify({ data }),
+		});
+		if (!res.ok) {
+			const text = await res.text().catch(() => '');
+			log(`WARNING: OpenBao write secret/${vaultPath} failed (${res.status}) ${text} — app will use its file fallback`);
+		} else {
+			log(`OpenBao: wrote secret/${vaultPath}`);
+		}
+	} catch (e) {
+		log(`WARNING: OpenBao write secret/${vaultPath} threw (${e.message}) — app will use its file fallback`);
+	}
+}
+
 // Replicate the SSO's hashPasswordSSHA512 (models/user_ldap.js) exactly so the
 // directory stores passwords the SSO can verify on bind (pw-sha2 module).
 function hashPasswordSSHA512(password) {
@@ -127,31 +198,88 @@ function ldapModify(ldif) {
 }
 
 // ── 1. LDAP service account for the proxy ───────────────────────────────────
+// The proxy / ldap-client bind as cn=ldapclient. For it to SHOW in the SSO Users
+// UI as a service account it must (a) match the user filter (posixAccount) and
+// (b) be a member of app_sso_service_account (that membership is what the Users
+// page marks as a non-person/service account). Older bootstraps created it as a
+// bare organizationalRole (invisible to the Users list) and never joined the
+// group, so it never appeared. Both are fixed here; the existing-path shape add
+// is best-effort so a pre-existing account still binds even if the upgrade add
+// fails.
 function ensureServiceAccount() {
 	const pw = hashPasswordSSHA512(SVC_PASS);
+	const uidNum = '10001'; // distinct from the bootstrap admin's 10000; above uidGidReservedFloor so regular-user id allocation ignores it
 	if (entryExists(SVC_DN)) {
-		log(`Service account ${SVC_DN} exists — resetting password to ./config`);
-		const r = ldapModify([
+		log(`Service account ${SVC_DN} exists — ensuring service-account shape + password`);
+		// Add the auxiliary posixAccount objectClass + required attrs so the entry
+		// matches the Users list filter. inetOrgPerson is deliberately NOT added:
+		// it is structural and would conflict with the existing organizationalRole.
+		const shape = [
+			`dn: ${SVC_DN}`,
+			'changetype: modify',
+			'add: objectClass',
+			'objectClass: posixAccount',
+			'-',
+			'add: uid',
+			'uid: ldapclient',
+			'-',
+			'add: uidNumber',
+			`uidNumber: ${uidNum}`,
+			'-',
+			'add: gidNumber',
+			`gidNumber: ${uidNum}`,
+			'-',
+			'add: homeDirectory',
+			'homeDirectory: /nonexistent',
+			'-',
+			'add: description',
+			'description: LDAP bind service account (proxy / ldap-client)',
+			'',
+		].join('\n');
+		const rs = ldapModify(shape);
+		if (rs.code !== 0 && !/already exists|Type or value exists/i.test(rs.stderr)) {
+			log('  service-account shape warning (account still binds):', rs.stderr.trim());
+		}
+		const rp = ldapModify([
 			`dn: ${SVC_DN}`,
 			'changetype: modify',
 			'replace: userPassword',
 			`userPassword: ${pw}`,
 			'',
 		].join('\n'));
-		if (r.code !== 0) log('  password reset warning:', r.stderr.trim());
-		return;
+		if (rp.code !== 0) log('  password reset warning:', rp.stderr.trim());
+	} else {
+		log(`Creating service account ${SVC_DN}`);
+		const entry = [
+			`dn: ${SVC_DN}`,
+			'objectClass: inetOrgPerson',
+			'objectClass: posixAccount',
+			'objectClass: top',
+			'cn: ldapclient',
+			'sn: ldapclient',
+			'uid: ldapclient',
+			`uidNumber: ${uidNum}`,
+			`gidNumber: ${uidNum}`,
+			'homeDirectory: /nonexistent',
+			'description: LDAP bind service account (proxy / ldap-client)',
+			`userPassword: ${pw}`,
+			'',
+		].join('\n');
+		const r = ldapAdd(entry);
+		if (r.code !== 0) throw new Error(`ldapadd service account failed: ${r.stderr.trim()}`);
 	}
-	log(`Creating service account ${SVC_DN}`);
-	const r = ldapAdd([
-		`dn: ${SVC_DN}`,
-		'objectClass: organizationalRole',
-		'objectClass: simpleSecurityObject',
-		'objectClass: top',
-		'cn: ldapclient',
-		`userPassword: ${pw}`,
+	// Mark it as a service account (the Users UI's service-account signal).
+	const gdn = `cn=app_sso_service_account,ou=groups,${BASE_DN}`;
+	const rm = ldapModify([
+		`dn: ${gdn}`,
+		'changetype: modify',
+		'add: member',
+		`member: ${SVC_DN}`,
 		'',
 	].join('\n'));
-	if (r.code !== 0) throw new Error(`ldapadd service account failed: ${r.stderr.trim()}`);
+	if (rm.code === 0) log(`  marked ${SVC_DN} as a service account`);
+	else if (/already exists|Type or value exists/i.test(rm.stderr)) log(`  ${SVC_DN} already in app_sso_service_account`);
+	else log(`  app_sso_service_account membership warning:`, rm.stderr.trim());
 }
 
 // ── 2. First admin user ─────────────────────────────────────────────────────
@@ -230,7 +358,7 @@ async function listClients(token) {
 }
 
 async function createClient(token, opts) {
-	const o = opts || { name: CLIENT_NAME, description: 'theta-env proxy (auto-registered)', redirect_uris: [REDIRECT_URI] };
+	const o = opts || { name: CLIENT_NAME, description: 'theta-suite proxy (auto-registered)', redirect_uris: proxyRedirectUris() };
 	const res = await fetch(`${SSO_INTERNAL}/api/oauth/client`, {
 		method: 'POST',
 		headers: { 'auth-token': token, 'Content-Type': 'application/json' },
@@ -254,6 +382,29 @@ async function createClient(token, opts) {
 	return { id, secret };
 }
 
+// Add any redirect_uris the client is missing, keeping whatever the operator
+// has already registered. Backfills installs whose proxy client was created
+// before the per-host `__proxy_auth/callback` patterns existed — without this,
+// setting a host's auth to SSO fails with "400 redirect_uri is not registered
+// for this client" on an upgraded stack and only works on a fresh one.
+// Warn-only: a stack that cannot widen its client is still a working stack.
+async function ensureRedirectUris(token, client, wanted) {
+	const have = client.redirect_uris || [];
+	const missing = wanted.filter((u) => !have.includes(u));
+	if (!missing.length) return;
+	try {
+		const res = await fetch(`${SSO_INTERNAL}/api/oauth/client/${client.client_id}`, {
+			method: 'PUT',
+			headers: { 'auth-token': token, 'Content-Type': 'application/json' },
+			body: JSON.stringify({ redirect_uris: [...have, ...missing] }),
+		});
+		if (!res.ok) throw new Error(`${res.status} ${await res.text().catch(() => '')}`);
+		log(`  OAuth client ${client.name}: registered ${missing.length} redirect URI(s) for per-host SSO`);
+	} catch (error) {
+		log(`  WARNING: could not add redirect URIs to ${client.name}: ${error.message}`);
+	}
+}
+
 async function rotateClient(token, id) {
 	const res = await fetch(`${SSO_INTERNAL}/api/oauth/client/${id}/rotate`, {
 		method: 'POST',
@@ -317,6 +468,18 @@ async function dirPut(token, path, body) {
 	return res.json();
 }
 
+async function dirDelete(token, path) {
+	const res = await fetch(`${SSO_INTERNAL}/api/directory-admin/${path}`, {
+		method: 'DELETE',
+		headers: { 'auth-token': token },
+	});
+	if (!res.ok) {
+		const text = await res.text().catch(() => '');
+		throw new Error(`DELETE /api/directory-admin/${path} failed (${res.status}): ${text}`);
+	}
+	return res.json();
+}
+
 // The site the stack registers itself under. Also the default "Location
 // (Site)" that ldap-client-joined Linux hosts attach to (parent slug
 // site_<name> — see ldap-client/index.sh), so the slugs must line up.
@@ -336,6 +499,30 @@ const HOST_FACTS = {
 
 async function seedDirectory(token, clientId, jumpClientId) {
 	let resources = ((await dirGet(token, 'resources')).results) || [];
+	// Tolerated separately from the resource list: edges only drive the
+	// re-parent + OAuth-link steps, and losing those is not a reason to skip
+	// seeding the resources themselves.
+	let edges = [];
+	try { edges = ((await dirGet(token, 'edges')).results) || []; }
+	catch (e) { log(`  WARNING: could not list directory edges (${e.message}) — skipping re-parent/link steps`); }
+
+	// Move an already-seeded resource under the parent it should have had.
+	// Only ever corrects a parent this bootstrap itself seeded wrongly (the
+	// proxy/jump services were parented to the stack host instead of to
+	// host_theta-proxy / host_theta-jump); an operator who has deliberately
+	// re-parented something keeps their layout, because we only rewire when the
+	// current parent is the one the old code would have set.
+	async function reparent(resource, wantParentId, fromParentId) {
+		if (!resource || !wantParentId || !fromParentId) return;
+		const current = edges.find((e) => e.childId === resource.id && (e.relation === 'hosts' || e.relation === 'oauth'));
+		if (!current) return;                          // unparented: leave it alone
+		if (current.parentId === wantParentId) return; // already correct
+		if (current.parentId !== fromParentId) return; // operator moved it: respect that
+		// PUT with kind + hostId is what makes the route rewire the parent edge.
+		await dirPut(token, `resources/${resource.id}`, { kind: resource.kind, hostId: wantParentId });
+		current.parentId = wantParentId;
+		log(`  directory: re-parented ${resource.kind} '${resource.slug}' onto its own host`);
+	}
 
 	// Create a resource unless its slug (or a legacy alternate from an earlier
 	// seed layout) already exists. On an existing resource, seed metadata keys
@@ -378,23 +565,52 @@ async function seedDirectory(token, clientId, jumpClientId) {
 	const host = await ensure('host', HOST_FACTS.name || 'Stack host', hostSlug, site.id, {
 		subType: 'linux',
 		ip: HOST_FACTS.ip,
+		address: HOST_FACTS.ip,
 		macAddress: HOST_FACTS.mac,
 		os: HOST_FACTS.os,
 		kernel: HOST_FACTS.kernel,
+		sshPort: 22,
+		managed: true,
 	}, ['stack-host']);
+
+	// "Host" means a real, independently-existing machine — something with its
+	// own OS and sshd, that theta-agent or a directory-aware tool like the jump
+	// host could actually reach on its own. A Docker container backing one of
+	// this stack's own services is never that, no matter how convenient it'd be
+	// to group its services under a host-shaped node in the UI: it has no sshd,
+	// no independent network identity, nothing jump-host could honestly offer
+	// as an SSH target. Proxy and jump-host are two of this stack's five
+	// containers, running on the one real host above (`host`) — not machines of
+	// their own. Briefly (2026-08-05 through the next release) this file seeded
+	// `host_theta-proxy` / `host_theta-jump` as first-class `kind: 'host'`
+	// resources to fix their services being parented to the stack host; that
+	// solved the parenting problem with the wrong tool. The right tool already
+	// existed: `kind: 'container'` (see seedPlugins' Docker discovery, which
+	// already attaches `docker-theta-suite-proxy` etc. under these services
+	// correctly) sits one layer below `service`, same as `sso-manager` and
+	// `openbao` already do. So: no synthetic hosts — Proxy's and jump-host's
+	// services parent directly onto the stack host, same as everything else.
+
 	await ensure('service', 'SSO Manager', 'sso-manager', host.id, {
 		address: `https://${SSO_HOST}`,
 		port: 3001,
 		gitRepo: 'https://github.com/theta42/sso-manager-node',
 		subType: 'web',
+		icon: 'mdi:shield-account',
+		tagline: 'Home-lab identity and access management.',
+		requestable: false,
 	});
 	// Proxy = the node management UI; OpenResty = the data plane every hostname
-	// in the stack actually flows through (80/443). Two faces, two entries.
+	// in the stack actually flows through (80/443). Two faces, two entries, both
+	// parented directly to the stack host — see the "Host means..." note above.
 	const psvc = await ensure('service', 'Proxy', 'proxy', host.id, {
 		address: `https://${PROXY_HOST}`,
 		port: 3000,
 		gitRepo: 'https://github.com/theta42/proxy',
 		subType: 'web',
+		icon: 'mdi:server-network',
+		tagline: 'Reverse proxy and API gateway.',
+		requestable: false,
 	});
 	// OpenLDAP is independently consumed — Linux hosts authenticate against it
 	// (PAM/SSSD, sudoRole, sshPublicKey) and LDAP-native apps bind directly
@@ -406,8 +622,12 @@ async function seedDirectory(token, clientId, jumpClientId) {
 		address: `ldaps://${LDAPS_HOST}:636`,
 		port: 389,
 		externalPort: 636,
+		portMappings: [{ proto: 'tcp', external: 636, internal: 389, comment: 'LDAPS' }],
 		gitRepo: 'https://github.com/theta42/sso-manager-node',
 		subType: 'openldap',
+		icon: 'mdi:book-open-outline',
+		tagline: 'LDAP directory for identity.',
+		requestable: false,
 	});
 	// Wildcard address: OpenResty fronts every host under the domain (same
 	// */** wildcard convention the proxy's Host records use). Its config lives
@@ -417,30 +637,78 @@ async function seedDirectory(token, clientId, jumpClientId) {
 		port: 443,
 		gitRepo: 'https://github.com/theta42/proxy',
 		subType: 'openresty',
+		icon: 'mdi:router-network',
+		tagline: 'Data plane.',
+		requestable: false,
 	});
 
-	// Optional SSH jump host service.
+	// Remove or set ignored on OpenBao/bao-renewer seed resources if present — OpenBao is an
+	// internal stack service, not a user-facing published directory service.
+	for (const r of resources) {
+		if (r.slug === 'openbao' || r.slug === 'openboa' || r.slug === 'bao-renewer' || (r.name && (/openbao|openboa|bao-renewer/i.test(r.name)))) {
+			await dirDelete(token, `resources/${r.id}`).catch(() => {});
+		}
+	}
+
+	// SSH jump host service (core component — always registered).
 	let jumpSvc = null;
-	if (/^(1|true|yes)$/i.test(process.env.CFG_JUMP_HOST_ENABLED || '')) {
+	{
 		const jumpHost = process.env.CFG_JUMP_HOST || (DOMAIN ? `jump.${DOMAIN}` : '');
 		jumpSvc = await ensure('service', 'SSH Jump Host', 'jump-host', host.id, {
 			address: jumpHost ? `https://${jumpHost}` : '',
 			port: 3002,
 			gitRepo: 'https://github.com/theta42/jump-host',
 			subType: 'ssh',
+			icon: 'mdi:ssh',
+			tagline: 'Secure SSH jump host.',
+			requestable: false,
 		});
 	}
 
+	// Correct installs seeded between 2026-08-05 and this release, where Proxy's
+	// and jump-host's services were parented to now-removed synthetic
+	// `host_theta-proxy` / `host_theta-jump` resources instead of the stack
+	// host. Look them up by slug (never created going forward) rather than
+	// `ensure`-ing them back into existence: on any install that never had
+	// them, or already got corrected, this is a no-op.
+	const proxyHostRes = resources.find((r) => r.slug === 'host_theta-proxy');
+	const jumpHostRes = resources.find((r) => r.slug === 'host_theta-jump');
+	if (proxyHostRes) {
+		await reparent(psvc, host.id, proxyHostRes.id);
+		await reparent(resources.find((r) => r.slug === 'openresty'), host.id, proxyHostRes.id);
+	}
+	if (jumpHostRes) {
+		await reparent(jumpSvc, host.id, jumpHostRes.id);
+	}
+
+	// Once childless, the synthetic host itself is dead weight from this file's
+	// own earlier mistake — never something an operator would hand-create at
+	// these exact reserved slugs — so remove it. DELETE /resources/:id clears
+	// its own edges first, so this is safe now that the reparents above have
+	// already moved the real children off of it.
+	async function removeIfChildless(resource, label) {
+		if (!resource) return;
+		const stillHasChildren = edges.some((e) => e.parentId === resource.id);
+		if (stillHasChildren) {
+			log(`  directory: '${label}' still has children after reparenting — leaving it for now`);
+			return;
+		}
+		await dirDelete(token, `resources/${resource.id}`);
+		log(`  directory: removed now-empty synthetic host '${label}'`);
+	}
+	await removeIfChildless(proxyHostRes, 'host_theta-proxy');
+	await removeIfChildless(jumpHostRes, 'host_theta-jump');
+
 	// Link an OAuth client (Resource-backed since sso-manager 1.3.0) under its
 	// owning service, if it appears in the directory and isn't linked yet.
 	async function linkOauthClient(id, parent, label) {
 		if (!id || !parent) return;
 		const oauthRes = resources.find((r) => r.id === id);
 		if (!oauthRes) return;
-		const edges = ((await dirGet(token, 'edges')).results) || [];
 		const linked = edges.some((e) => e.childId === id);
 		if (!linked) {
 			await dirPost(token, 'edges', { parentId: parent.id, childId: id, relation: 'oauth' });
+			edges.push({ parentId: parent.id, childId: id, relation: 'oauth' });
 			log(`  directory: linked OAuth client under '${label}'`);
 		}
 	}
@@ -448,6 +716,68 @@ async function seedDirectory(token, clientId, jumpClientId) {
 	await linkOauthClient(jumpClientId, jumpSvc, 'jump-host');
 }
 
+// ── Plugin instances ────────────────────────────────────────────────────────
+// Seed a sensible default set of plugin instances so the stack is usable the
+// moment it boots, without the operator having to add them by hand. The setup
+// stack runs on Docker, so the single biggest win is a Docker discovery plugin
+// pointed at the local daemon socket: containers that make up the stack (and
+// any others on the host) get discovered into the Directory automatically.
+// Idempotent per slug: an instance an operator already created is left alone.
+async function seedPlugins(token) {
+	async function pluginGet(path) {
+		const res = await fetch(`${SSO_INTERNAL}/api/plugins/${path}`, {
+			headers: { 'auth-token': token },
+		});
+		if (!res.ok) throw new Error(`GET /api/plugins/${path} failed (${res.status})`);
+		return res.json();
+	}
+	async function pluginPost(body) {
+		const res = await fetch(`${SSO_INTERNAL}/api/plugins/`, {
+			method: 'POST',
+			headers: { 'auth-token': token, 'Content-Type': 'application/json' },
+			body: JSON.stringify(body),
+		});
+		if (!res.ok) {
+			const text = await res.text().catch(() => '');
+			throw new Error(`POST /api/plugins failed (${res.status}): ${text}`);
+		}
+		return res.json();
+	}
+
+	async function ensurePlugin({ pluginType, name, slug, config }) {
+		const existing = ((await pluginGet('')).results) || [];
+		if (existing.some((i) => i.slug === slug)) {
+			log(`  plugins: '${slug}' exists — keeping`);
+			return;
+		}
+		await pluginPost({ pluginType, name, slug, config });
+		log(`  plugins: created '${slug}' (${pluginType})`);
+	}
+
+	try {
+		// The Docker daemon the setup stack itself runs under. The socket must be
+		// mounted into the sso container for discovery to reach it; if it isn't,
+		// discovery simply errors non-fatally until it is.
+		await ensurePlugin({
+			pluginType: 'docker',
+			name: 'Local Docker daemon',
+			slug: 'docker-local',
+			config: {
+				socketPath: '/var/run/docker.sock',
+				// Containers in our own compose project are the stack itself --
+				// already seeded as services above. Telling the plugin which
+				// project that is lets it mark them managed and attach them to
+				// the service they implement, instead of a fresh install
+				// presenting its own five containers as unmanaged discoveries.
+				stackProject: process.env.COMPOSE_PROJECT_NAME || 'theta-suite',
+				hostSlug: HOST_FACTS.name ? `host_${slugify(HOST_FACTS.name)}` : '',
+			},
+		});
+	} catch (e) {
+		log(`WARNING: plugin seed failed (${e.message || e}) — continuing`);
+	}
+}
+
 // Write the OAuth client creds back into /config/proxy-secrets.js so the proxy
 // (which reads that file) can use them. Only the clientId/clientSecret lines
 // are touched; the rest of the file (operator edits, comments) is preserved.
@@ -478,27 +808,99 @@ function writeProxyCreds(id, secret) {
 	}
 }
 
-// ── 6. Optional: provision the SSH jump host ────────────────────────────────
-// When CFG_JUMP_HOST_ENABLED=true, the jump host needs: a directory API token
-// (to resolve which hosts a user may reach), an LDAP bind account that can
-// WRITE the sshPublicKey attribute (it injects its own key on first use), and
-// a config file it reads. We write /config/jump-secrets.js deriving LDAP/site
-// from sso-secrets.js + a freshly minted API token. The bundled jump host
-// binds as cn=admin (already able to write sshPublicKey) — hardened bare-metal
-// deployments should use a scoped account + attribute ACL instead (see the
-// jump-host README). Idempotent: skips if the file already has a real token.
-const JUMP_ENABLED = /^(1|true|yes)$/i.test(process.env.CFG_JUMP_HOST_ENABLED || '');
+// The proxy needs a read-only SSO API token so its per-host SSO allow-list can
+// suggest the directory's actual groups (otherwise the "Allowed groups" field
+// autocompletes from the proxy's local groups only, which for an SSO-gated host
+// is never what the operator wants). Idempotent: only mints when the file's
+// `sso.apiToken` is still empty, and only rewrites that one line. Warn-only —
+// no token just means no suggestions.
+const PROXY_TOKEN_NAME = 'theta-proxy';
+
+async function ensureProxyApiToken(token) {
+	const path = '/config/proxy-secrets.js';
+	let src;
+	try {
+		src = fs.readFileSync(path, 'utf8');
+	} catch (e) {
+		log(`  WARNING: cannot read ${path} to add an SSO API token (${e.message})`);
+		return;
+	}
+	// An `sso: { ... apiToken: 'sso_...' }` already present means we're done.
+	if (/apiToken:\s*['"]sso_[0-9a-f]{24}_[0-9a-f]{48}['"]/.test(src)) {
+		log('  proxy already has an SSO API token — keeping');
+		return;
+	}
+	if (!/\bsso:\s*\{/.test(src)) {
+		log(`  WARNING: ${path} has no \`sso\` block — add one with url + apiToken to enable SSO group autocomplete`);
+		return;
+	}
+	try {
+		const apiToken = await mintApiToken(token, PROXY_TOKEN_NAME, 'theta-suite proxy (auto-registered)');
+		// Replace the apiToken line inside the sso block only. The jump host's
+		// token lives in a different file, so an unanchored match is safe here.
+		const updated = src.replace(/(apiToken:\s*)(['"])[^'"]*\2/, `$1$2${apiToken}$2`);
+		if (updated === src) {
+			log(`  WARNING: could not locate apiToken in ${path} — set sso.apiToken manually`);
+			return;
+		}
+		fs.writeFileSync(path, updated);
+		log(`  Minted SSO API token for the proxy and wrote it into ${path}`);
+	} catch (e) {
+		log(`  WARNING: could not provision the proxy's SSO API token: ${e.message}`);
+	}
+}
+
+// Mint (or reuse) a theta-agent join key and hand it to setup.sh.
+//
+// A join key is the single credential an operator needs to add a host: the
+// agent presents it, the SSO enrolls the host and issues it its own per-agent
+// token + public key, which the agent writes back into its agent.yml. Without
+// this, adding a host meant pre-registering it in the SSO and copying two
+// values onto the machine by hand -- and setup.sh's own agent install had no
+// way to produce a token the server would accept at all.
+//
+// Idempotent: reuses the existing `setup` key rather than piling up new ones.
+// A key can only be shown once, so if the stored one is not recoverable we mint
+// a replacement and label it for the run that created it.
+async function ensureAgentJoinKey(token) {
+	try {
+		const res = await fetch(`${SSO_INTERNAL}/api/agent/join-keys`, {
+			method: 'POST',
+			headers: { 'auth-token': token, 'Content-Type': 'application/json' },
+			body: JSON.stringify({ label: 'setup' }),
+		});
+		if (!res.ok) throw new Error(`${res.status} ${await res.text().catch(() => '')}`);
+		const data = await res.json();
+		if (!data.key) throw new Error('join-key response had no key');
+		log('  Minted a theta-agent join key');
+		return data.key;
+	} catch (error) {
+		log(`  WARNING: could not mint a theta-agent join key: ${error.message}`);
+		return '';
+	}
+}
+
+// ── 6. Provision the SSH jump host ─────────────────────────────────────────
+// The jump host is a core component (always provisioned). It needs: a directory
+// API token (to resolve which hosts a user may reach), an LDAP bind account
+// that can WRITE the sshPublicKey attribute (it injects its own key on first
+// use), and a config file it reads. We write /config/jump-secrets.js deriving
+// LDAP/site from sso-secrets.js + a freshly minted API token. The bundled jump
+// host binds as cn=admin (already able to write sshPublicKey) — hardened
+// bare-metal deployments should use a scoped account + attribute ACL instead
+// (see the jump-host README). Idempotent: skips if the file already has a real
+// token.
 const JUMP_HOST = process.env.CFG_JUMP_HOST || (DOMAIN ? `jump.${DOMAIN}` : '');
 const JUMP_SECRETS = '/config/jump-secrets.js';
 const JUMP_TOKEN_NAME = 'theta-jump-host';
 const JUMP_CLIENT_NAME = 'theta-jump';
 const JUMP_REDIRECT_URI = `https://${JUMP_HOST}/api/auth/oidc/callback`;
 
-async function mintApiToken(token, name) {
+async function mintApiToken(token, name, description) {
 	const res = await fetch(`${SSO_INTERNAL}/api/api-token`, {
 		method: 'POST',
 		headers: { 'auth-token': token, 'Content-Type': 'application/json' },
-		body: JSON.stringify({ name, description: 'theta-env jump host (auto-registered)' }),
+		body: JSON.stringify({ name, description: description || 'theta-suite jump host (auto-registered)' }),
 	});
 	if (!res.ok) throw new Error(`mint API token failed (${res.status}): ${await res.text().catch(() => '')}`);
 	const data = await res.json();
@@ -523,12 +925,11 @@ function writeJumpSecrets(apiToken, oidc, localAdminPass) {
 	const siteName = (sso.stack && sso.stack.siteName) || 'local';
 	const ldapsHost = (sso.ldap && sso.ldap.ldapsHost) || SSO_HOST;
 	const body = `'use strict';
-// Generated by theta-env bootstrap. The jump host reads this via
+// Generated by theta-suite bootstrap. The jump host reads this via
 // @simpleworkjs/conf (CONF_SECRETS). Binds as cn=admin so it can write the
 // sshPublicKey attribute (key injection); for a hardened deployment use a
 // scoped account with an sshPublicKey write-ACL instead (see jump-host README).
 module.exports = {
-\tname: ${JSON.stringify(sso.name || 'SSO Manager')},
 \tldap: {
 \t\t// ldaps:// (636), not ldap:// (389): @simpleworkjs/ldap's client always
 \t\t// sets tlsOptions (see jump-host's models/user_ldap.js), and ldapts
@@ -608,7 +1009,7 @@ async function provisionJumpHost(token) {
 	} else {
 		oidc = await createClient(token, {
 			name: JUMP_CLIENT_NAME,
-			description: 'theta-env jump host web UI (auto-registered)',
+			description: 'theta-suite jump host web UI (auto-registered)',
 			redirect_uris: [JUMP_REDIRECT_URI],
 		});
 	}
@@ -634,6 +1035,10 @@ async function provisionJumpHost(token) {
 		if (HAS_USABLE_CREDS) client = list.find((c) => c.client_id === EXISTING_ID);
 		if (!client) client = list.find((c) => c.name === CLIENT_NAME);
 
+		// Widen an existing client before any of the branches below return: a
+		// freshly created one already gets these from createClient().
+		if (client) await ensureRedirectUris(token, client, proxyRedirectUris());
+
 		if (client && HAS_USABLE_CREDS && client.client_id === EXISTING_ID) {
 			// File creds match an existing client — trust the file's secret
 			// (it's bcrypt-hashed server-side, so we can't verify, but the proxy
@@ -663,18 +1068,40 @@ async function provisionJumpHost(token) {
 			resolvedClientId = id;
 		}
 
-		// Provision the jump host (mint token + write config) when enabled.
-		// Warn-only — never fail the whole bring-up over the optional service.
+		// Must run before the baoPut below: that snapshots proxy-secrets.js into
+		// OpenBao, and the proxy loads its conf from there at boot, so a token
+		// written after the snapshot would never reach the running proxy.
+		await ensureProxyApiToken(token);
+
+		// Mirror the (now-current) proxy-secrets.js into OpenBao so the proxy
+		// loads it from there at boot via @simpleworkjs/bao-conf. Re-require
+		// fresh: writeProxyCreds rewrote the file out from under the cached
+		// `proxy` object. setup.sh's seed already put a placeholder version
+		// here; this replaces it with the complete file (operator edits +
+		// generated OAuth creds). Warn-only.
+		await baoPut('proxy/conf', freshRequire('/config/proxy-secrets.js'));
+
+		// Provision the jump host (mint token + write config). Warn-only — never
+		// fail the whole bring-up over it, but it's a core component so always
+		// attempted (no longer gated by CFG_JUMP_HOST_ENABLED).
 		let jumpClientId = null;
-		if (JUMP_ENABLED) {
-			try {
-				jumpClientId = await provisionJumpHost(token);
-				out('JUMP_HOST_CONFIGURED', '1');
-			} catch (e) {
-				log(`WARNING: jump host provisioning failed (${e.message || e}) — continuing`);
-			}
+		try {
+			jumpClientId = await provisionJumpHost(token);
+			out('JUMP_HOST_CONFIGURED', '1');
+			// Mirror jump-secrets.js (just written by provisionJumpHost) into
+			// OpenBao so the jump host loads it from there at boot via
+			// @simpleworkjs/bao-conf. setup.sh's seed may have put a
+			// placeholder/stale version here; this replaces it with the
+			// complete file (LDAP bind, minted API token, OAuth client).
+			// Warn-only.
+			await baoPut('jump-host/conf', freshRequire(JUMP_SECRETS));
+		} catch (e) {
+			log(`WARNING: jump host provisioning failed (${e.message || e}) — continuing`);
 		}
 
+		// The agent join key setup.sh writes into /etc/theta42/agent.yml.
+		out('AGENT_JOIN_KEY', await ensureAgentJoinKey(token));
+
 		// Seed the directory (site/host/services + OAuth client link). Never
 		// fails the bootstrap — warn and continue.
 		try {
@@ -684,6 +1111,15 @@ async function provisionJumpHost(token) {
 			log(`WARNING: directory seed failed (${e.message || e}) — continuing`);
 		}
 
+		// Seed default plugin instances (Docker discovery) — same warn-and-go
+		// policy; a stack without plugins is still usable.
+		try {
+			log('Seeding default plugins...');
+			await seedPlugins(token);
+		} catch (e) {
+			log(`WARNING: plugin seed failed (${e.message || e}) — continuing`);
+		}
+
 		log('Done.');
 		process.exit(0);
 	} catch (e) {

bootstrap/seed-demo-users.sh

@@ -0,0 +1,172 @@
+#!/usr/bin/env bash
+# seed-demo-users.sh — Seed realistic homelab/small-business demo users +
+# groups into the SSO Manager's LDAP directory, for screenshots/demos.
+#
+# Mirrors the schema sso-manager-node's addLdapUser/addGroup actually write
+# (see nodejs/models/user_ldap.js, group_ldap.js) so accounts created here are
+# indistinguishable from ones created through the UI. Idempotent: safe to
+# re-run, existing entries are skipped.
+#
+# Usage (from theta-env/):
+#   docker compose exec -T sso-manager bash /bootstrap/seed-demo-users.sh
+#
+# Reads the real LDAP bind DN/password out of the mounted /config/sso-secrets.js
+# at runtime rather than hardcoding them, so it keeps working if secrets rotate.
+
+set -euo pipefail
+
+LDAP_URL="ldap://localhost:389"
+BIND_DN=$(node -e "console.log(require('/config/sso-secrets.js').ldap.bindDN)")
+BIND_PW=$(node -e "console.log(require('/config/sso-secrets.js').ldap.bindPassword)")
+BASE_DN=$(node -e "console.log(require('/config/sso-secrets.js').stack.ldapBaseDn)")
+PEOPLE_OU="ou=people,${BASE_DN}"
+GROUPS_OU="ou=groups,${BASE_DN}"
+
+info()  { echo "[INFO] $*"; }
+error() { echo "[ERROR] $*" >&2; }
+
+ldap_exists() {
+  ldapsearch -x -H "$LDAP_URL" -D "$BIND_DN" -w "$BIND_PW" -b "$1" -s base '(objectClass=*)' >/dev/null 2>&1
+}
+
+hash_password() {
+  node -e "
+    const crypto = require('crypto');
+    const salt = crypto.randomBytes(8);
+    const hash = crypto.createHash('sha512').update('$1').update(salt).digest();
+    console.log('{SSHA512}' + Buffer.concat([hash, salt]).toString('base64'));
+  "
+}
+
+# create_person <uid> <sn> <given_name> <mail> <uidNumber> <password> [description]
+create_person() {
+  local uid="$1" sn="$2" given="$3" mail="$4" uidnum="$5" pass="$6" desc="${7:-}"
+  local person_dn="cn=${uid},${PEOPLE_OU}"
+  local group_dn="cn=${uid},${GROUPS_OU}"
+
+  if ldap_exists "$person_dn"; then
+    info "User '${uid}' already exists — skipping"
+    return 0
+  fi
+
+  local hash; hash=$(hash_password "$pass")
+  local tmp; tmp=$(mktemp)
+  trap 'rm -f "$tmp"' RETURN
+
+  cat > "$tmp" <<LDIF
+dn: ${group_dn}
+objectClass: posixGroup
+objectClass: top
+cn: ${uid}
+gidNumber: ${uidnum}
+description: Personal group for ${uid}
+
+dn: ${person_dn}
+objectClass: inetOrgPerson
+objectClass: posixAccount
+objectClass: sudoRole
+objectClass: ldapPublicKey
+objectClass: top
+objectClass: theta42Person
+cn: ${uid}
+sn: ${sn}
+givenName: ${given}
+uid: ${uid}
+uidNumber: ${uidnum}
+gidNumber: ${uidnum}
+homeDirectory: /home/${uid}
+loginShell: /bin/bash
+mail: ${mail}
+userPassword: ${hash}
+description: ${desc:- }
+sudoHost: ALL
+sudoCommand: ALL
+sudoUser: ${uid}
+LDIF
+
+  ldapadd -x -H "$LDAP_URL" -D "$BIND_DN" -w "$BIND_PW" -f "$tmp"
+  info "Created user '${uid}' (${mail})"
+}
+
+# create_group <cn> <owner_dn> <description>
+create_group() {
+  local cn="$1" owner_dn="$2" desc="$3"
+  local group_dn="cn=${cn},${GROUPS_OU}"
+
+  if ldap_exists "$group_dn"; then
+    info "Group '${cn}' already exists — skipping"
+    return 0
+  fi
+
+  ldapadd -x -H "$LDAP_URL" -D "$BIND_DN" -w "$BIND_PW" <<LDIF
+dn: ${group_dn}
+objectClass: groupOfNames
+objectClass: top
+cn: ${cn}
+description: ${desc}
+member: ${owner_dn}
+LDIF
+  info "Created group '${cn}'"
+}
+
+# add_member <group_cn> <user_dn>
+add_member() {
+  local cn="$1" user_dn="$2"
+  local group_dn="cn=${cn},${GROUPS_OU}"
+  ldapmodify -x -H "$LDAP_URL" -D "$BIND_DN" -w "$BIND_PW" 2>/dev/null <<LDIF || true
+dn: ${group_dn}
+changetype: modify
+add: member
+member: ${user_dn}
+LDIF
+}
+
+info "Waiting for LDAP at ${LDAP_URL}..."
+for i in $(seq 1 30); do
+  ldapsearch -x -H "$LDAP_URL" -b '' -s base '(objectClass=*)' >/dev/null 2>&1 && break
+  [ "$i" -eq 30 ] && { error "LDAP not reachable"; exit 1; }
+  sleep 1
+done
+
+# ── Demo users (homelab / small-business cast) ───────────────────────────────
+# uidNumbers start at 5000 to stay well clear of the app's own auto-assigned
+# range (nextPosixId scans existing entries and increments from the highest).
+# See docs/fixtures.md for the canonical list this mirrors — update both
+# together.
+create_person schen      Chen      Sarah  sarah.chen@laptop-dev.vm42.us     5000 'DemoPass123!' 'Engineering — DevOps lead'
+create_person dkim       Kim       David  david.kim@laptop-dev.vm42.us      5001 'DemoPass123!' 'Engineering — Backend developer'
+create_person ppatel     Patel     Priya  priya.patel@laptop-dev.vm42.us    5002 'DemoPass123!' 'Engineering — Frontend developer'
+create_person mjohnson   Johnson   Marcus marcus.johnson@laptop-dev.vm42.us 5003 'DemoPass123!' 'Finance — Finance manager'
+create_person lnguyen    Nguyen    Linda  linda.nguyen@laptop-dev.vm42.us   5004 'DemoPass123!' 'Finance — Bookkeeper'
+create_person erodriguez Rodriguez Emily  emily.rodriguez@laptop-dev.vm42.us 5005 'DemoPass123!' 'Support — Support lead'
+create_person tbaker     Baker     Tom    tom.baker@laptop-dev.vm42.us      5006 'DemoPass123!' 'Support — Support tech'
+create_person jwilson    Wilson    James  james.wilson@laptop-dev.vm42.us   5007 'DemoPass123!' 'Management — Owner'
+create_person svc-monitoring Bot  monitoring monitoring@laptop-dev.vm42.us  5008 'ServiceAcct!2024' 'Service account — Grafana/Prometheus scraping'
+create_person svc-backup     Bot  backup     backup@laptop-dev.vm42.us     5009 'ServiceAcct!2024' 'Service account — backup automation'
+
+# ── Department groups (groupOfNames — what shows up in Directory > Groups) ──
+ADMIN_DN="cn=admin,${PEOPLE_OU}"
+create_group engineering "$ADMIN_DN" "Engineering team"
+create_group finance     "$ADMIN_DN" "Finance and accounting"
+create_group support     "$ADMIN_DN" "Support and operations"
+create_group management  "$ADMIN_DN" "Company management"
+
+add_member engineering "cn=schen,${PEOPLE_OU}"
+add_member engineering "cn=dkim,${PEOPLE_OU}"
+add_member engineering "cn=ppatel,${PEOPLE_OU}"
+add_member finance     "cn=mjohnson,${PEOPLE_OU}"
+add_member finance     "cn=lnguyen,${PEOPLE_OU}"
+add_member support     "cn=erodriguez,${PEOPLE_OU}"
+add_member support     "cn=tbaker,${PEOPLE_OU}"
+add_member management  "cn=jwilson,${PEOPLE_OU}"
+
+# Mark the service accounts as service accounts (app_sso_service_account is
+# seeded by the app itself on boot, so it should already exist).
+if ldap_exists "cn=app_sso_service_account,${GROUPS_OU}"; then
+  add_member app_sso_service_account "cn=svc-monitoring,${PEOPLE_OU}"
+  add_member app_sso_service_account "cn=svc-backup,${PEOPLE_OU}"
+else
+  info "app_sso_service_account group not found — skipping service-account tagging"
+fi
+
+info "Demo data seed complete."

bootstrap/site-join.js

@@ -0,0 +1,91 @@
+#!/usr/bin/env node
+/*
+ * theta-suite site-join — runs inside the sso-manager container to adopt a
+ * master site's directory as a read-only spoke. Invoked by setup.sh when
+ * setup.env sets CFG_MASTER_DIRECTORY_URL + CFG_MASTER_DIRECTORY_JOIN_KEY:
+ *
+ *   docker compose exec sso-manager node /bootstrap/site-join.js \
+ *       https://sso.master.example.com stj_9f2e... https://sso.this-site.example.com
+ *
+ * The third argument (selfUrl, optional) is this site's own public SSO host
+ * (setup.sh passes https://$CFG_SSO_HOST) -- without it the join still
+ * succeeds, it just registers for one-time adoption only: the master has no
+ * way to reach this spoke to push live replication resync pings at it (see
+ * theta-directory's docs/site-join.md and utils/site_replicate.js).
+ *
+ * Self-contained (Node built-ins + global fetch), same rule as bootstrap.js —
+ * it does NOT require the SSO's internal models. It logs in as the bootstrap
+ * admin (reading /config/sso-secrets.js) and calls the SSO's own
+ * /api/site/join, which imports the master's resource catalog + LDAP tree and
+ * persists the spoke role in /config/site.json.
+ *
+ * Output (stdout, KEY=VALUE for setup.sh): JOINED, SITE_SLUG, RESOURCES, LDAP.
+ * Progress logs go to stderr.
+ */
+'use strict';
+
+const sso = require('/config/sso-secrets.js');
+
+const ADMIN_UID       = (sso.bootstrap && sso.bootstrap.adminUid) || 'admin';
+const ADMIN_USER_PASS = (sso.bootstrap && sso.bootstrap.adminPass) || '';
+const SSO_INTERNAL    = 'http://localhost:3001';
+
+const masterUrl = process.argv[2];
+const joinKey   = process.argv[3];
+const selfUrl   = process.argv[4] || '';
+
+function log(msg) { console.error('[site-join] ' + msg); }
+
+async function main() {
+  if (!masterUrl || !joinKey) {
+    throw new Error('usage: node /bootstrap/site-join.js <masterUrl> <joinKey>');
+  }
+
+  // 1. Login as the bootstrap admin (validates the password end-to-end).
+  const loginRes = await fetch(`${SSO_INTERNAL}/api/auth/login`, {
+    method: 'POST',
+    headers: { 'Content-Type': 'application/json' },
+    body: JSON.stringify({ uid: ADMIN_UID, password: ADMIN_USER_PASS }),
+  });
+  if (!loginRes.ok) {
+    throw new Error(`admin login failed (${loginRes.status}): ${await loginRes.text().catch(() => '')}`);
+  }
+  const loginData = await loginRes.json();
+  const token = loginData.token;
+  if (!token) throw new Error('admin login returned no token');
+  log(`Logged in as ${ADMIN_UID}`);
+
+  // 2. Join the master.
+  const res = await fetch(`${SSO_INTERNAL}/api/site/join`, {
+    method: 'POST',
+    headers: { 'auth-token': token, 'Content-Type': 'application/json' },
+    body: JSON.stringify({ masterUrl, joinKey, ...(selfUrl ? { selfUrl } : {}) }),
+  });
+  const text = await res.text().catch(() => '');
+  let data = null;
+  try { data = JSON.parse(text); } catch (e) { /* not JSON */ }
+  if (!res.ok) {
+    // A node that already joined is a no-op, not a failure (idempotent setup).
+    if (res.status === 400 && data && /already a spoke/i.test(data.message || '')) {
+      log('Already a spoke — nothing to do.');
+      console.log('JOINED=already');
+      return;
+    }
+    throw new Error(`join failed (${res.status}): ${(data && data.message) || text}`);
+  }
+
+  log(`Joined master site ${masterUrl} as ${data.siteSlug || '?'}`);
+  log(`Live replication: ${(data.replication && data.replication.note) || 'unknown'}`);
+  console.log([
+    `JOINED=yes`,
+    `SITE_SLUG=${data.siteSlug || ''}`,
+    `RESOURCES=${(data.resources && data.resources.created) || 0}`,
+    `LDAP=${(data.ldap && data.ldap.note) || ''}`,
+    `LIVE_REPLICATION=${(data.replication && data.replication.live) ? 'yes' : 'no'}`
+  ].join(' '));
+}
+
+main().catch((e) => {
+  console.error('[site-join] FAILED: ' + e.message);
+  process.exit(1);
+});

bootstrap/site-ldap-register.js

@@ -0,0 +1,139 @@
+#!/usr/bin/env node
+/*
+ * theta-suite site-ldap-register — runs inside the sso-manager container on
+ * every setup.sh run (both master and spoke) to keep OpenLDAP N-way
+ * multi-master replication config (docs/replication.md) in sync without an
+ * operator hand-maintaining LDAP_SERVER_ID/LDAP_REPLICATION_HOSTS.
+ *
+ * The master assigns each spoke a unique LDAP_SERVER_ID at join time (same
+ * mechanism as jump-host's WireGuard mesh index) and derives every site's
+ * LDAP URL from its already-known HTTPS endpoint -- see sso-manager-node's
+ * GET /api/site/ldap-peers (spoke-facing) and
+ * GET /directory-admin/ldap-replication-config (master-local).
+ *
+ * This script fetches whichever of those two applies to this node's role,
+ * and writes the result to /config/ldap-replication.env (KEY=VALUE, the
+ * same shape setup.env/spoke.env use) if it changed since last run. setup.sh
+ * sources that file before starting sso-manager on every invocation, and
+ * restarts the container when this script reports a change -- OpenLDAP's
+ * static slapd.conf is only read at process start, so a config change needs
+ * a restart to take effect; there's no live push, which is why this has to
+ * be re-run periodically (every setup.sh invocation) rather than working
+ * once at join time and never again, especially on the MASTER, whose peer
+ * list changes every time a new spoke joins.
+ *
+ *   docker compose exec sso-manager node /bootstrap/site-ldap-register.js <selfUrl>
+ *
+ * Self-contained (Node built-ins + global fetch), same rule as
+ * bootstrap.js/site-join.js -- does NOT require the SSO's internal models.
+ *
+ * Output (stdout, KEY=VALUE for setup.sh): LDAP_CONFIG_CHANGED=<yes|no>,
+ * LDAP_SERVER_ID=<n>, LDAP_REPLICATION_HOSTS=<space-separated, may be empty>.
+ * Progress logs go to stderr.
+ */
+'use strict';
+
+const fs = require('fs');
+
+const SITE_CONFIG = '/config/site.json';
+const LDAP_CONFIG_FILE = '/config/ldap-replication.env';
+const SSO_INTERNAL = 'http://localhost:3001';
+
+const selfUrl = process.argv[2];
+
+function log(msg) { console.error('[site-ldap-register] ' + msg); }
+
+function readPersisted() {
+  if (!fs.existsSync(LDAP_CONFIG_FILE)) return { LDAP_SERVER_ID: '', LDAP_REPLICATION_HOSTS: '' };
+  const out = { LDAP_SERVER_ID: '', LDAP_REPLICATION_HOSTS: '' };
+  for (const line of fs.readFileSync(LDAP_CONFIG_FILE, 'utf8').split('\n')) {
+    const m = line.match(/^([A-Z_]+)=(.*)$/);
+    if (m && m[1] in out) out[m[1]] = m[2];
+  }
+  return out;
+}
+
+async function fetchMasterConfig() {
+  const sso = require('/config/sso-secrets.js');
+  const adminUid = (sso.bootstrap && sso.bootstrap.adminUid) || 'admin';
+  const adminPass = (sso.bootstrap && sso.bootstrap.adminPass) || '';
+
+  const loginRes = await fetch(`${SSO_INTERNAL}/api/auth/login`, {
+    method: 'POST',
+    headers: { 'Content-Type': 'application/json' },
+    body: JSON.stringify({ uid: adminUid, password: adminPass }),
+  });
+  if (!loginRes.ok) throw new Error(`local admin login failed (${loginRes.status}): ${await loginRes.text().catch(() => '')}`);
+  const { token } = await loginRes.json();
+  if (!token) throw new Error('local admin login returned no token');
+
+  const cfgRes = await fetch(`${SSO_INTERNAL}/api/directory-admin/ldap-replication-config`, {
+    headers: { 'auth-token': token },
+  });
+  if (!cfgRes.ok) throw new Error(`ldap-replication-config failed (${cfgRes.status}): ${await cfgRes.text().catch(() => '')}`);
+  return cfgRes.json();
+}
+
+async function fetchSpokeConfig(site, selfUrl) {
+  const url = `${site.masterUrl.replace(/\/+$/, '')}/api/site/ldap-peers?endpoint=${encodeURIComponent(selfUrl)}`;
+  const res = await fetch(url, { headers: { Authorization: 'Bearer ' + site.masterJoinKey } });
+  const text = await res.text().catch(() => '');
+  let data = null;
+  try { data = JSON.parse(text); } catch (e) { /* not JSON */ }
+  if (!res.ok) {
+    if (res.status === 404) {
+      log('This site is not registered as a spoke on the master yet (join with selfUrl, or re-run site-relay-register.js). Skipping.');
+      return null;
+    }
+    throw new Error(`ldap-peers failed (${res.status}): ${(data && data.message) || text}`);
+  }
+  return data;
+}
+
+async function main() {
+  if (!fs.existsSync(SITE_CONFIG)) {
+    log('No /config/site.json yet. Skipping.');
+    console.log('LDAP_CONFIG_CHANGED=no');
+    return;
+  }
+  const site = JSON.parse(fs.readFileSync(SITE_CONFIG, 'utf8'));
+
+  let result;
+  if (site.isMaster) {
+    result = await fetchMasterConfig();
+  } else {
+    if (!site.masterUrl || !site.masterJoinKey) {
+      log('Spoke role but missing masterUrl/masterJoinKey. Skipping.');
+      console.log('LDAP_CONFIG_CHANGED=no');
+      return;
+    }
+    if (!selfUrl) throw new Error('usage: node /bootstrap/site-ldap-register.js <selfUrl> (required for a spoke)');
+    result = await fetchSpokeConfig(site, selfUrl);
+    if (!result) {
+      console.log('LDAP_CONFIG_CHANGED=no');
+      return;
+    }
+  }
+
+  const serverId = String(result.ldapServerId || '');
+  const hosts = (result.peers || []).map((p) => p.ldapHost).filter(Boolean).join(' ');
+
+  const before = readPersisted();
+  const changed = before.LDAP_SERVER_ID !== serverId || before.LDAP_REPLICATION_HOSTS !== hosts;
+
+  if (changed) {
+    fs.writeFileSync(LDAP_CONFIG_FILE, `LDAP_SERVER_ID=${serverId}\nLDAP_REPLICATION_HOSTS=${hosts}\n`);
+    log(`Replication config changed -- ServerID ${serverId}, ${(result.peers || []).length} peer(s). Wrote ${LDAP_CONFIG_FILE}.`);
+  } else {
+    log(`Replication config unchanged -- ServerID ${serverId}, ${(result.peers || []).length} peer(s).`);
+  }
+
+  console.log(`LDAP_CONFIG_CHANGED=${changed ? 'yes' : 'no'}`);
+  console.log(`LDAP_SERVER_ID=${serverId}`);
+  console.log(`LDAP_REPLICATION_HOSTS=${hosts}`);
+}
+
+main().catch((e) => {
+  console.error('[site-ldap-register] FAILED: ' + e.message);
+  process.exit(1);
+});

bootstrap/site-relay-register.js

@@ -0,0 +1,128 @@
+#!/usr/bin/env node
+/*
+ * theta-suite site-relay-register — runs inside the sso-manager container
+ * (same pattern as site-join.js) to finish no-inbound relay automation for a
+ * spoke with no public IP (MULTI_SITE_SPEC.md §5.2).
+ *
+ * site-join.js's initial join can't supply a mesh IP: this site's jump-host
+ * isn't meshed to the master's yet at that point (mesh peering is a manual,
+ * out-of-band action on both jump-hosts -- mint a join token on the master's
+ * jump-host, paste it into this site's jump-host "Join a mesh" UI action --
+ * the same reason the site join key itself is minted/pasted by hand rather
+ * than automated). This script is the follow-up: run it (setup.sh does, on
+ * every run, when CFG_SPOKE_NO_INBOUND is set) once meshing is done, and it
+ * discovers this jump-host's mesh IP and registers it with the master so
+ * theta-proxy there can auto-create the relay route (see sso-manager-node's
+ * utils/proxy_client.js). Safe to run before meshing completes -- reports
+ * "not meshed yet" and exits 0 so a re-run later just picks it up.
+ *
+ *   docker compose exec sso-manager node /bootstrap/site-relay-register.js \
+ *       https://sso.this-site.example.com sso-branch2.master-domain.example.com
+ *
+ * Self-contained (Node built-ins + global fetch), same rule as bootstrap.js
+ * and site-join.js -- it does NOT require the SSO's internal models. It
+ * reads this node's own spoke role from /config/site.json (written by
+ * site-join.js) and logs into the LOCAL jump-host as its bootstrap-minted
+ * local admin (/config/jump-secrets.js) to call jump-host's own
+ * GET /api/mesh/self.
+ *
+ * Output (stdout, KEY=VALUE for setup.sh): RELAY=<registered|not-meshed|not-a-spoke|skipped>.
+ * Progress logs go to stderr.
+ */
+'use strict';
+
+const fs = require('fs');
+
+const SITE_CONFIG = '/config/site.json';
+const JUMP_SECRETS = '/config/jump-secrets.js';
+const JUMP_INTERNAL = 'http://jump-host:3002';
+
+const selfUrl = process.argv[2];
+const publicHost = process.argv[3];
+
+function log(msg) { console.error('[site-relay-register] ' + msg); }
+
+async function main() {
+  if (!selfUrl || !publicHost) {
+    throw new Error('usage: node /bootstrap/site-relay-register.js <selfUrl> <publicHost>');
+  }
+
+  if (!fs.existsSync(SITE_CONFIG)) {
+    log('No /config/site.json yet — this node has not joined a master. Nothing to do.');
+    console.log('RELAY=not-a-spoke');
+    return;
+  }
+  const site = JSON.parse(fs.readFileSync(SITE_CONFIG, 'utf8'));
+  if (site.isMaster || !site.masterUrl || !site.masterJoinKey) {
+    log('Not a joined spoke (missing masterUrl/masterJoinKey, or this is a master). Nothing to do.');
+    console.log('RELAY=not-a-spoke');
+    return;
+  }
+
+  if (!fs.existsSync(JUMP_SECRETS)) {
+    log('No /config/jump-secrets.js — jump-host has not been provisioned yet. Skipping.');
+    console.log('RELAY=skipped');
+    return;
+  }
+  const jumpSecrets = require(JUMP_SECRETS);
+  const jumpAdminUser = (jumpSecrets.auth && jumpSecrets.auth.adminUsers && jumpSecrets.auth.adminUsers[0]) || 'jumpadmin';
+  const jumpAdminPass = (jumpSecrets.auth && jumpSecrets.auth.localAdminPass) || '';
+  if (!jumpAdminPass) {
+    log('jump-secrets.js has no local admin password. Skipping.');
+    console.log('RELAY=skipped');
+    return;
+  }
+
+  const loginRes = await fetch(`${JUMP_INTERNAL}/api/auth/login`, {
+    method: 'POST',
+    headers: { 'Content-Type': 'application/json' },
+    // jump-host's login route (@simpleworkjs/oidc-client's shared router)
+    // expects `username`, not `uid` -- unlike sso-manager-node's own
+    // /api/auth/login (see site-join.js). Confirmed against a real running
+    // jump-host container; `uid` here just silently 401s.
+    body: JSON.stringify({ username: jumpAdminUser, password: jumpAdminPass }),
+  });
+  if (!loginRes.ok) {
+    throw new Error(`jump-host admin login failed (${loginRes.status}): ${await loginRes.text().catch(() => '')}`);
+  }
+  const { token: jumpToken } = await loginRes.json();
+  if (!jumpToken) throw new Error('jump-host login returned no token');
+
+  const selfRes = await fetch(`${JUMP_INTERNAL}/api/mesh/self`, { headers: { 'auth-token': jumpToken } });
+  if (!selfRes.ok) {
+    throw new Error(`jump-host mesh self-lookup failed (${selfRes.status}): ${await selfRes.text().catch(() => '')}`);
+  }
+  const selfData = await selfRes.json();
+  if (!selfData.meshIp) {
+    log('jump-host is not meshed yet (no mesh IP assigned). Mesh-join it first (jump-host UI), then re-run setup.sh.');
+    console.log('RELAY=not-meshed');
+    return;
+  }
+  log(`Discovered mesh IP ${selfData.meshIp}. Registering with ${site.masterUrl}...`);
+
+  const regRes = await fetch(`${site.masterUrl.replace(/\/+$/, '')}/api/site/spokes`, {
+    method: 'POST',
+    headers: { Authorization: 'Bearer ' + site.masterJoinKey, 'Content-Type': 'application/json' },
+    body: JSON.stringify({
+      endpoint: selfUrl,
+      siteSlug: site.siteSlug || '',
+      noInbound: true,
+      meshIp: selfData.meshIp,
+      publicHost,
+    }),
+  });
+  const text = await regRes.text().catch(() => '');
+  let data = null;
+  try { data = JSON.parse(text); } catch (e) { /* not JSON */ }
+  if (!regRes.ok) {
+    throw new Error(`relay registration failed (${regRes.status}): ${(data && data.message) || text}`);
+  }
+
+  log(`Relay: ${(data.relay && data.relay.note) || 'registered'}`);
+  console.log('RELAY=registered');
+}
+
+main().catch((e) => {
+  console.error('[site-relay-register] FAILED: ' + e.message);
+  process.exit(1);
+});

config.example/proxy-secrets.js.example

@@ -1,5 +1,5 @@
 'use strict';
-// Example proxy secrets for the theta-env unified stack. Copy to
+// Example proxy secrets for the theta-suite unified stack. Copy to
 // ./config/proxy-secrets.js (NOT this file — ./config/ is gitignored) and edit.
 // `./setup.sh` generates ./config/proxy-secrets.js for you on first run and the
 // bootstrap writes the OAuth client clientId/clientSecret back into it; this

config.example/sso-secrets.js.example

@@ -1,5 +1,5 @@
 'use strict';
-// Example SSO secrets for the theta-env unified stack. Copy to
+// Example SSO secrets for the theta-suite unified stack. Copy to
 // ./config/sso-secrets.js (NOT this file — ./config/ is gitignored) and edit.
 // `./setup.sh` generates ./config/sso-secrets.js for you on first run; this file
 // documents the shape for manual editing / reference.

docker-compose.yml

@@ -1,4 +1,4 @@
-# theta-env — unified SSO Manager + Proxy.
+# theta-suite — unified SSO Manager + Proxy.
 #
 # Brings up the two all-in-one images on one bridge network so the proxy can
 # reach the SSO internally (http://sso-manager:3001 for token/userinfo,
@@ -44,32 +44,58 @@ services:
         NO_PROXY: ${CFG_NO_PROXY:-}
     container_name: sso-manager
     restart: unless-stopped
+    depends_on:
+      - openbao
     networks: [theta-net]
     ports:
       # SSO web UI. Bind address is configurable via SSO_BIND (default 0.0.0.0 so
       # the UI is reachable on the LAN during setup). Set SSO_BIND=127.0.0.1 to
       # lock it to localhost once the proxy fronts it at https://<SSO_HOST>.
       - "${SSO_BIND:-0.0.0.0}:${SSO_PORT:-3001}:3001"
-      # LDAPS for EXTERNAL direct-LDAP clients (legacy apps). The proxy itself
-      # reaches LDAPS over theta-net (sso-manager:636) without this host mapping.
-      # Prefer an internal-only hostname (set CFG_LDAPS_HOST in setup.env / ldapsHost
-      # in sso-secrets.js) and do NOT forward 636 to the public internet.
-      - "${LDAPS_PORT:-636}:636"
-      # Plain LDAP (389) is NOT mapped — direct-LDAP clients should use LDAPS.
+      # LDAPS (636) + plain LDAP (389) for direct-LDAP clients AND for the stack
+      # host's OWN enrollment: setup.sh / ldap-client configure the host's sssd
+      # against ldap://localhost and ldaps://localhost, and the LDAP server is
+      # co-located on this host, so BOTH ports must be reachable from the host
+      # over loopback — not only over the docker network. Bind 0.0.0.0 (default)
+      # so LAN clients can use the host's local IP too; set LDAP_BIND and/or
+      # LDAPS_BIND=127.0.0.1 to lock either to the host only. Prefer an internal
+      # hostname (CFG_LDAPS_HOST) and do NOT forward 389/636 to the public internet.
+      - "${LDAP_BIND:-0.0.0.0}:${LDAP_PORT:-389}:389"
+      - "${LDAPS_BIND:-0.0.0.0}:${LDAPS_PORT:-636}:636"
     environment:
-      # Config (LDAP, OAuth, SMTP, ...) comes from ./config/sso-secrets.js (see
-      # volumes below), not from env. NODE_ENV/NODE_PORT are the only env the app
-      # reads that are not part of its conf tree.
+      # Config (LDAP, OAuth, SMTP, ...) is loaded by @simpleworkjs/conf from
+      # ./config/sso-secrets.js (see volumes), then @simpleworkjs/bao-conf
+      # deep-merges secret/sso-manager/conf from OpenBao over it at boot
+      # (VAULT_ADDR/VAULT_TOKEN below). NODE_ENV/NODE_PORT are the only other
+      # env the app reads. VAULT_TOKEN is the scoped SSO_VAULT_TOKEN minted by
+      # setup.sh (policy sso-broker) — NOT the root token.
       - NODE_ENV=production
       - NODE_PORT=3001
+      # Only a first-run default (site_config.js's envDefaults()) -- a real
+      # join/promote persists its own value to /config/site.json afterward,
+      # which always wins. Derived by setup.sh from CFG_SITE_NAME.
+      - SITE_SLUG=${SITE_SLUG:-}
       - LDAP_SERVER_ID=${LDAP_SERVER_ID:-}
       - LDAP_REPLICATION_HOSTS=${LDAP_REPLICATION_HOSTS:-}
+      # utils/proxy_client.js (no-inbound relay automation) and
+      # utils/jump_client.js (real mesh-gateway count on the Multi-Site
+      # modal) both no-op/skip without these -- neither was ever actually
+      # wired into the compose environment before, so both features were
+      # unreachable in every real deployment despite existing in code.
+      - PROXY_INTERNAL_URL=http://proxy:3000
+      - JUMP_INTERNAL_URL=http://jump-host:3002
+      - VAULT_ADDR=http://openbao:8200
+      - VAULT_TOKEN=${SSO_VAULT_TOKEN:-}
       # Optional upstream HTTP(S) proxy for outbound calls (SMTP, etc.) at
       # runtime. See the build args above for the same setting during build.
       - HTTP_PROXY=${CFG_HTTP_PROXY:-}
       - HTTPS_PROXY=${CFG_HTTPS_PROXY:-}
       - NO_PROXY=${CFG_NO_PROXY:-}
     volumes:
+      # The host docker socket so the bundled Docker discovery plugin (seeded as
+      # 'docker-local' with socketPath /var/run/docker.sock) can list containers.
+      # Without this the plugin errors with ENOENT and shows 'Last run: error'.
+      - /var/run/docker.sock:/var/run/docker.sock
       # Operator-edited SSO secrets (sso-secrets.js). Read-WRITE so the bootstrap
       # can write the generated OAuth client creds into proxy-secrets.js. The
       # entrypoint points CONF_SECRETS at /config/sso-secrets.js.
@@ -113,6 +139,8 @@ services:
     depends_on:
       sso-manager:
         condition: service_healthy
+      openbao:
+        condition: service_started
     ports:
       - "${HTTP_PORT:-80}:80"
       - "${HTTPS_PORT:-443}:443"
@@ -122,10 +150,17 @@ services:
       # to lock it to localhost once the proxy fronts it under TLS.
       - "${MGMT_BIND:-0.0.0.0}:${MGMT_PORT:-3000}:3000"
     environment:
-      # oidc/ldap/auth config comes from ./config/proxy-secrets.js (see volumes),
-      # not from env. NODE_ENV/NODE_PORT are process env the app reads directly.
+      # oidc/ldap/auth config is loaded by @simpleworkjs/conf from
+      # ./config/proxy-secrets.js (see volumes), then @simpleworkjs/bao-conf
+      # deep-merges secret/proxy/conf from OpenBao over it at boot. The OAuth
+      # clientSecret is consumed at require time, so bao-conf.init() runs
+      # BEFORE require('../app') in bin/www. NODE_ENV/NODE_PORT are process env
+      # the app reads directly. VAULT_TOKEN is the scoped PROXY_VAULT_TOKEN
+      # (policy proxy — read only secret/proxy/conf).
       - NODE_ENV=production
       - NODE_PORT=3000
+      - VAULT_ADDR=http://openbao:8200
+      - VAULT_TOKEN=${PROXY_VAULT_TOKEN:-}
       # Optional upstream HTTP(S) proxy for outbound calls (ACME/Let's
       # Encrypt, DNS providers) at runtime.
       - HTTP_PROXY=${CFG_HTTP_PROXY:-}
@@ -134,7 +169,9 @@ services:
     volumes:
       # Operator-edited proxy secrets (proxy-secrets.js). READ-ONLY — the proxy
       # only reads it; the sso-manager bootstrap writes the OAuth creds. The
-      # entrypoint points CONF_SECRETS at /config/proxy-secrets.js.
+      # entrypoint points CONF_SECRETS at /config/proxy-secrets.js. Kept as a
+      # fail-soft fallback: bao-conf.init() is fail-soft, so if OpenBao is
+      # unreachable the app boots from this file instead.
       - ./config:/config:ro
       # Persist Redis (AOF + RDB) so Host records, permissions, DNS creds, local
       # users, AND the auto-ssl Let's Encrypt certs survive container recreation.
@@ -152,12 +189,10 @@ services:
       retries: 3
       start_period: 30s
 
-  # Optional SSH jump host. Only started when the `jump-host` compose profile
-  # is active — setup.sh exports COMPOSE_PROFILES=jump-host when
-  # CFG_JUMP_HOST_ENABLED=true. Authenticates users against the SSO's OpenLDAP,
-  # resolves reachable hosts from the directory API, and bridges SSH through.
+  # SSH jump host — a core component, always built + started alongside the
+  # SSO and proxy. Authenticates users against the SSO's OpenLDAP, resolves
+  # reachable hosts from the directory API, and bridges SSH through.
   jump-host:
-    profiles: ["jump-host"]
     build:
       context: ./jump-host
       dockerfile: Dockerfile
@@ -174,11 +209,19 @@ services:
     depends_on:
       sso-manager:
         condition: service_healthy
+      openbao:
+        condition: service_started
     ports:
       - "${JUMP_SSH_PORT:-2222}:2222"   # SSH front door
       - "${JUMP_WEB_BIND:-0.0.0.0}:${JUMP_WEB_PORT:-3002}:3002"  # web UI/API
     environment:
       - NODE_ENV=production
+      # Secrets are loaded by @simpleworkjs/conf from ./config/jump-secrets.js,
+      # then @simpleworkjs/bao-conf deep-merges secret/jump-host/conf from
+      # OpenBao over it at boot. VAULT_TOKEN is the scoped JUMP_VAULT_TOKEN
+      # (policy jump-host — read only secret/jump-host/conf).
+      - VAULT_ADDR=http://openbao:8200
+      - VAULT_TOKEN=${JUMP_VAULT_TOKEN:-}
       # Optional upstream HTTP(S) proxy for outbound calls (the directory API
       # client) at runtime.
       - HTTP_PROXY=${CFG_HTTP_PROXY:-}
@@ -194,11 +237,11 @@ services:
   # a container with a manually-dropped public key in authorized_keys never
   # exercises the LDAP-key-serving path a real production host does. Built
   # from the theta42/ldap-client submodule -- see ./config/ldap-test-host.vars
-  # for setup notes. Same jump-host profile, so
-  # `docker compose --profile jump-host up` brings up jump-host and a host it
-  # can actually reach together.
+  # for setup notes. Opt-in test fixture: bring it up explicitly with
+  # `docker compose --profile ldap-test up` (jump-host itself now starts
+  # unconditionally, so this only adds a downstream host for it to reach).
   ldap-test-host:
-    profiles: ["jump-host"]
+    profiles: ["ldap-test"]
     build:
       context: ./ldap-client
       dockerfile: Dockerfile
@@ -214,6 +257,58 @@ services:
       - ./config/ldap-test-host.vars:/config/ldap.vars:ro
       - ./config/ldap-ca.crt:/config/ldap-ca.crt:ro
 
+  # Renews the three periodic service tokens (theta-svc role, 768h period)
+  # every 12h. Periodic tokens live forever ONLY while something renews them —
+  # this sidecar is that something, so the stack survives arbitrarily long
+  # uptimes and the tokens in .env never silently expire. If a token is missing
+  # or already dead it just logs and moves on (setup.sh re-mints on next run).
+  bao-renewer:
+    image: quay.io/openbao/openbao:latest
+    container_name: bao-renewer
+    restart: unless-stopped
+    depends_on:
+      - openbao
+    environment:
+      - BAO_ADDR=http://openbao:8200
+      - SSO_VAULT_TOKEN=${SSO_VAULT_TOKEN:-}
+      - PROXY_VAULT_TOKEN=${PROXY_VAULT_TOKEN:-}
+      - JUMP_VAULT_TOKEN=${JUMP_VAULT_TOKEN:-}
+    entrypoint: ["/bin/sh", "-c"]
+    command:
+      - |
+        renew() {
+          if [ -z "$$2" ]; then return 0; fi
+          if BAO_TOKEN="$$2" bao token renew > /dev/null 2>&1; then
+            echo "[bao-renewer] renewed $$1"
+          else
+            echo "[bao-renewer] FAILED to renew $$1 (expired/revoked? re-run setup.sh to re-mint)"
+          fi
+        }
+        while true; do
+          renew SSO_VAULT_TOKEN "$$SSO_VAULT_TOKEN"
+          renew PROXY_VAULT_TOKEN "$$PROXY_VAULT_TOKEN"
+          renew JUMP_VAULT_TOKEN "$$JUMP_VAULT_TOKEN"
+          sleep 43200
+        done
+    networks:
+      - theta-net
+
+  openbao:
+    image: quay.io/openbao/openbao:latest
+    container_name: openbao
+    restart: unless-stopped
+    cap_add:
+      - IPC_LOCK
+    command: server -config=/vault/config/openbao.hcl
+    environment:
+      - BAO_ADDR=http://127.0.0.1:8200
+    ports:
+      - "8080:8200"
+    volumes:
+      - ./config/openbao.hcl:/vault/config/openbao.hcl:ro
+      - openbao-data:/vault/data
+    networks:
+      - theta-net
 networks:
   theta-net:
     driver: bridge
@@ -226,4 +321,5 @@ volumes:
   proxy-cache:
   proxy-logs:
   jump-data:
-  jump-redis-data:
+  jump-redis-data:
+  openbao-data:

docs/AGENT_LOCAL_DISCOVERY_SPEC.md

@@ -0,0 +1,53 @@
+# theta-agent: Local-Discovery Spec (mDNS "prefer local directory")
+
+**Audience**: implementer on Windows/Mac (this was authored on Linux; Windows/Mac-specific network and hosts-file behavior needs to be built and tested there, not assumed here).
+**Repo**: `theta-agent` (Go). Signing/config mechanism referenced below: `websocket.go`, `config.go`.
+**Parent doc**: [`MULTI_SITE_SPEC.md`](./MULTI_SITE_SPEC.md) §5.3 — read that section for the "why," this doc is the "what," precisely enough to implement without re-deriving the reasoning.
+
+## Problem
+
+A no-inbound spoke site's public hostname (e.g. `sso-staten-island.theta42.com`) resolves, from the internet, to the master's IP, which relays over WireGuard to the spoke. A device physically on that spoke's LAN resolving the same hostname takes the same path — out to the master, back over the tunnel — even though the real service is a few feet away. This is wasted latency, not a correctness bug, but it's the kind of thing users notice.
+
+## What to Build
+
+### 1. Announcer (gateway/proxy side — may already be scoped elsewhere, confirm before duplicating)
+The spoke's `theta-gateway` or `theta-proxy` periodically advertises itself via mDNS on the local segment:
+- Service type: `_theta-suite._tcp.local`
+- TXT records: `site=<slug>`, `hosts=<comma-separated list of public hostnames this site fronts>`
+- Advertised address: the service's own local LAN IP
+
+### 2. Listener + Override (this doc's actual scope — theta-agent)
+- New config field in `agent.yml`, e.g. `prefer_local_discovered_directory: bool` (default `false` — opt-in, not automatic, since it changes name resolution behavior on the host).
+- When `true`, the agent runs an mDNS browser for `_theta-suite._tcp.local` in the background.
+- On receiving an announcement whose `hosts` TXT list includes a hostname the agent cares about (at minimum: the hostname the agent itself is currently configured to connect to for its WS connection), the agent installs a **local override** redirecting that hostname to the discovered local IP.
+- No announcement seen (agent off-site, or flag disabled) → no override installed, normal DNS resolution applies. Nothing else about the agent's behavior changes in this case.
+- If a previously-discovered site's announcement stops being seen (TTL expiry / agent moved networks), the override must be **removed**, not left stale. Don't let a laptop that left the office keep resolving the old office hostname to a now-unreachable LAN IP.
+
+### 3. Override Mechanism — Platform-Specific, Needs Real Investigation
+
+This is the part that most needs Windows/Mac-native work; do not assume the Linux/Unix approach ports directly:
+
+- **Windows**: hosts file lives at `%SystemRoot%\System32\drivers\etc\hosts`; writing to it requires elevation, and Windows caches DNS results independently (`ipconfig /flushdns` needed after an edit, or the change won't take effect immediately — verify whether theta-agent already runs elevated on Windows, since if it doesn't, this whole approach may need a different mechanism, e.g. a local proxy/resolver instead of hosts-file edits).
+- **macOS**: hosts file at `/etc/hosts`, also requires root; macOS's mDNSResponder/DNS caching behavior differs from Windows and Linux (`dscacheutil -flushcache; killall -HUP mDNSResponder` territory) — confirm whether an installed hosts entry is actually honored promptly, or whether the built-in mDNSResponder needs to be told directly instead of fighting it with a hosts-file edit (macOS already *has* native mDNS support baked into resolution — it may be simpler/more idiomatic there to register via the OS's own Bonjour APIs rather than hand-roll hosts-file mutation).
+- **Linux**: `/etc/hosts`, requires root, comparatively straightforward, `systemd-resolved` caching considerations may apply depending on distro.
+
+Given the platform divergence, seriously consider whether a **local stub resolver** (theta-agent listens on `127.0.0.1:<port>`, answers matching hostnames from its own discovery cache, forwards everything else upstream — with the OS's DNS pointed at it only for the duration this feature is active) is actually simpler and more uniform across all three platforms than hosts-file mutation, despite the extra moving part. Recommend evaluating both before committing to an implementation; this doc intentionally doesn't prescribe one, since that call needs platform testing this environment can't do.
+
+## Hard Security Rule (non-negotiable, applies regardless of mechanism chosen)
+
+mDNS is **unauthenticated** on a local network — anyone on the same LAN segment can broadcast a spoofed announcement. This feature may only ever change **where** the agent connects (which IP a hostname resolves to). It must **never** change **whether** the agent trusts what answers there. Concretely:
+- TLS certificate validation and hostname verification against the redirected IP must remain fully enforced — no exceptions, no "local network so it's fine" carve-out.
+- A spoofed rogue announcement pointing a hostname at an attacker's local IP should produce a TLS handshake failure (cert won't match), not a silent connection. If your chosen mechanism has *any* code path where local-discovery bypasses or weakens cert checking, that's a bug, not an optimization — fix it before shipping.
+
+## Out of Scope for This Piece
+
+- The announcer side's exact library/implementation on the gateway/proxy (Linux — can be built where this spec was authored, not blocked on Windows/Mac).
+- Anything about the master-relay mechanism itself (§5.2 of the parent spec) — this doc is purely the "skip the relay when local" optimization layered on top of it.
+
+## Definition of Done
+
+- Flag exists, defaults off.
+- Enabling it on a machine physically on a spoke's LAN measurably routes traffic to the local spoke instead of through the master relay (verify via a network capture or the proxy's own access logs on each side, not just "it feels faster").
+- Leaving that LAN (or disabling the flag) reliably reverts to normal resolution — no stale overrides.
+- A test with a spoofed/rogue mDNS announcement (a second, non-legitimate advertiser) results in a TLS failure, not a successful connection to the impostor.
+- Behavior verified on both Windows and macOS, not just Linux.

docs/GROUPS.md

@@ -0,0 +1,323 @@
+---
+layout: default
+title: Group & Permission Model
+nav_order: 3
+---
+
+# Theta42 Group & Permission Model
+
+This is the canonical reference for how **groups and permissions work** across the
+theta42 suite (SSO Manager, Proxy, Jump-Host) and how **downstream apps and Linux
+hosts** should read and use them. It is written to be implementable by both humans
+and LLM agents.
+
+Everything below assumes LDAP is the single source of truth for identity and group
+membership. Group membership is managed in the **SSO Manager Directory**, generated
+from adopted resources — there is **no standalone "Groups" page**.
+
+---
+
+## 1. Principles
+
+1. **Groups are a projection of the resource graph.** Every adopted host and app
+   in the Directory gets its own groups, auto-created from its identity. Group
+   membership is managed on the resource's modal.
+2. **Two orthogonal resource namespaces: `host` and `app`.** A host administers
+   hosts; an app administers apps. They do not inherit from each other.
+3. **Three levels per resource: `admin`, `access`, and opaque `capability`.**
+   `admin` implies `access`. Capabilities are explicit and never implied by
+   `admin`.
+4. **Multi-site by prefix.** Each site's groups are fully independent, scoped by
+   the site slug.
+5. **Hosts map, LDAP stays clean.** Directory groups are `groupOfNames` (RBAC)
+   with **no `gidNumber`**. A Linux host uses SSSD to import only the groups it
+   needs and generate their GIDs on the fly (see §8) — no mass import, no GID
+   bloat. Only the meta groups are never imported by hosts.
+6. **The directory is the only place groups are created.** `god_admin` is the sole
+   group that does not belong to a resource or site.
+
+---
+
+## 2. Group schema
+
+`S` = site slug (see §7 for normalization). `<host>`/`<app>` = the resource slug.
+`<capability>` = an opaque, app-defined capability token (see §4).
+
+| Group | Scope | Meaning |
+| :--- | :--- | :--- |
+| `god_admin` | global | **Everything, everywhere** (all sites, hosts, apps, consoles, all capabilities). The only non-site group. |
+| `S_super_admin` | site | Everything on site `S` (all hosts, apps, consoles, all capabilities at `S`). |
+| `S_hosts_admin` | site | Admin on **all hosts** at `S`. |
+| `S_hosts_access` | site | Access to **all hosts** at `S`. |
+| `S_hosts_<capability>` | site | Capability `<capability>` on **all hosts** at `S`. |
+| `S_host_<host>_admin` | host | Admin on host `<host>`. |
+| `S_host_<host>_access` | host | Access to host `<host>`. |
+| `S_host_<host>_<capability>` | host | Capability `<capability>` on host `<host>`. |
+| `S_apps_admin` | site | Admin on **all apps** at `S`. |
+| `S_apps_access` | site | Access to **all apps** at `S`. |
+| `S_apps_<capability>` | site | Capability `<capability>` on **all apps** at `S`. |
+| `S_app_<app>_admin` | app | Admin on app `<app>`. |
+| `S_app_<app>_access` | app | Access to app `<app>`. |
+| `S_app_<app>_<capability>` | app | Capability `<capability>` on app `<app>`. |
+
+### Meta groups (implicit membership — not POSIX, no gidNumber)
+
+| Group | Scope | Meaning |
+| :--- | :--- | :--- |
+| `everyone` | global | **All authenticated users**, any site. |
+| `S_everyone` | site | **All authenticated users** at site `S`. |
+
+These are resolved by the directory (any authenticated user passes), never
+enumerated as LDAP members, and cannot be used as Unix groups.
+
+---
+
+## 3. Naming, normalization & reserved rules
+
+- The **structural delimiter is `_`**. It appears only between the fixed segments
+  of a group name.
+- **The `S` site segment is the site resource's slug verbatim** (`site_local`),
+  NOT re-slugified (which would corrupt the delimiter: `site_local` → `site-local`).
+- **Per-resource groups are `{S}_{kind}_{name}_{level}`.** `kind` is `host` or
+  `app`; `name` is the resource's **name slug with the kind prefix stripped** — a
+  host resource `host_theta-env` has name `theta-env`, so its groups are
+  `site_local_host_theta-env_access` / `_admin`. A service (the group model's
+  `app`, docs §11) `sso-manager` gives `site_local_app_sso-manager_access`. The
+  kind segment is always present, which is what makes a resource's name
+  unambiguous even if a host and a service share a name.
+- **Within a segment, normalize to lowercase** — spaces and stray `_` → `-`; strip
+  other non-`[a-z0-9-]`. A host named `Web 01` and a site `Main Office` (resource
+  slugs `host_web-01` and `site_main-office`) yield groups `site_main-office_host_web-01_*`.
+- **Aggregate groups use the plural kind** (`hosts`, `apps`); per-resource groups
+  use the singular (`host`, `app`). This makes `S_hosts_admin` unambiguous even
+  if a host were named `admin` (that host would be `S_host_admin_admin`).
+- **The last segment is the level.** If it is `admin` or `access` it is a known
+  level; any other value is an **opaque capability** owned by a downstream app.
+- **Total length budget:** keep a group cn under ~120 chars; reject group
+  creation that would exceed it.
+- Groups are **`groupOfNames`** (RFC 2307bis) with **no `gidNumber`**. GIDs are
+  generated on the host by SSSD for only the groups that host imports (see §8).
+
+---
+
+## 4. Levels and opaque capabilities
+
+- **`admin`** — manage (create/update/delete/config) the resource.
+- **`access`** — use/read the resource.
+- **`<capability>`** — an arbitrary token the SSO does **not** interpret. The SSO
+  manages membership and exposes the group to the app; **the downstream app
+  defines and enforces what the capability means** (e.g. `emby_admin`,
+  `gitea_maintain`, `reboot`, `backup`).
+
+The directory recognizes `admin`, `access`, `super_admin`, and the meta groups.
+Everything else on a resource group is treated as an opaque capability group and
+passed through to consumers.
+
+---
+
+## 5. Permission resolution (inheritance)
+
+Define a user's **effective permission** on a resource by checking, from most
+specific to most general, whether they are a member of any applicable group. The
+rule: a higher group implies everything below it.
+
+### On host `H` at site `S`
+
+| Wanted | Granted if the user is a member of **any** of |
+| :--- | :--- |
+| **admin** on `H` | `god_admin` · `S_super_admin` · `S_hosts_admin` · `S_host_H_admin` |
+| **access** on `H` | (any admin rule above) · `S_hosts_access` · `S_host_H_access` |
+| **capability `C`** on `H` | `god_admin` · `S_super_admin` · `S_hosts_C` · `S_host_H_C` |
+
+### On app `A` at site `S`
+
+Identical, with `app`/`apps` substituted for `host`/`hosts`.
+
+### Management console (SSO / Proxy / Jump-Host)
+
+Each console is registered as an **app** on its site, so console admin is:
+
+`god_admin` · `S_super_admin` · `S_app_<console>_admin`
+
+### Pseudocode
+
+```
+def effective(resource, level_or_cap, site):
+    if user in "god_admin":                  return True
+    if user in f"{site}_super_admin":        return True
+    if level_or_cap in ("admin","access"):
+        agg = f"{site}_{resource.kind}s_{level_or_cap}"
+        if user in agg:                      return True
+    # resource.name is the resource's name slug (kind prefix stripped); the kind
+    # is its own segment. A host `host_theta-env` has name `theta-env`, kind `host`.
+    specific = f"{site}_{resource.kind}_{resource.name}_{level_or_cap}"
+    if user in specific:                     return True
+    if level_or_cap == "access":             return effective(resource, "admin", site)
+    if level_or_cap == "admin":              return False          # access does not imply admin
+    return False
+```
+
+`everyone` / `S_everyone` are a special grantee: if a resource grants a group to
+`everyone` (or `S_everyone`), any authenticated user (at that site) passes.
+
+---
+
+## 6. Where groups live — the Directory, generated from adopted resources
+
+- There is **no standalone Groups page.** Group creation/management happens on an
+  **adopted resource** in the Directory.
+- When a host or app is **adopted** (promoted from Discovered Inventory to
+  managed), the directory auto-creates its `_admin` and `_access` groups (and
+  site aggregates if configured). Capability groups are created on demand.
+- Membership (add/remove users) and capability grants are managed on that
+  resource's modal.
+- Deleting a resource removes its per-resource groups.
+- The `S_super_admin`, `S_hosts_*`, `S_apps_*`, `S_everyone` site groups and the
+  global `god_admin`/`everyone` are managed at the site level (not on a single
+  host/app resource).
+
+---
+
+## 7. Multi-site isolation
+
+One LDAP tree can serve many sites ("Main Office", "Branch Office", "co-lo",
+"Mikes Homelab", …). Each site `S` has its own fully independent set of `S_*`
+groups behind its prefix. A `main-office_super_admin` or `main-office_hosts_admin`
+touches nothing in `branch-office_*` or `steves-homelab_*`. Only `god_admin` and
+`everyone` cross site boundaries.
+
+---
+
+## 8. Unix/POSIX groups — mapped on the host, not in LDAP
+
+Directory groups are **`groupOfNames`** (RFC 2307bis) and carry **no `gidNumber`**.
+There are hundreds of them and only a handful matter on any given host, so we do
+**not** bloat LDAP with GIDs. Instead, each Linux host uses SSSD to import only the
+groups it cares about and map them to GIDs **on the fly** (algorithmic ID mapping).
+This keeps the directory clean and the per-host surface tiny.
+
+### SSSD — generate GIDs on the fly, import only what you need
+
+```ini
+[domain/example]
+id_provider = ldap
+auth_provider = ldap
+ldap_uri = ldaps://ldap.example
+ldap_search_base = dc=example,dc=com
+
+# groupOfNames (RFC 2307bis) schema
+ldap_schema = rfc2307bis
+ldap_group_object_class = groupOfNames
+ldap_group_member = member
+
+# Map GIDs mathematically from the LDAP UUID — no gidNumber in LDAP
+ldap_id_mapping = true
+ldap_group_uuid = entryUUID
+
+# Import ONLY the groups this host needs (e.g. a naming convention or an OU)
+ldap_group_search_filter = (&(objectClass=groupOfNames)(cn=linux-*))
+```
+
+Key ideas:
+- `ldap_id_mapping = true` + `ldap_group_uuid = entryUUID` make SSSD derive a
+  stable GID for any group it imports, so **no `gidNumber` attribute is required**
+  in LDAP.
+- `ldap_group_search_filter` is the gatekeeper: SSSD imports only groups that
+  match, discarding the other hundreds. After changing the filter, clear the
+  cache (`sss_cache -E`; `rm -f /var/lib/sss/db/*`; restart sssd) and verify with
+  `getent group <cn>`.
+
+### What filter to use — the naming convention is the answer
+
+A host should import its **own** resource groups (plus any explicitly granted
+ones). Because the schema is predictable, `ldap-client` can generate the per-host
+`ldap_group_search_filter` from the enrolled host's identity, e.g. a host `web01`
+at site `main-office` (site resource slug `site_main-office`) imports:
+
+```
+(&(objectClass=groupOfNames)(|(cn=site_main-office_host_web01_access)
+                               (cn=site_main-office_host_web01_admin)
+                               (cn=site_main-office_host_web01_sudo)))
+```
+
+So the operator (or ldap-client) selects a small allowlist of the host's `_access`
+/ `_admin` / capability groups to feed sudoers, SSH `AllowGroups`, and filesystem
+ACLs. **Only those groups are imported** — no GID bloat, no mass import.
+
+### Aliasing an LDAP group into a local group (e.g. `input`)
+
+SSSD cannot merge an LDAP group into a local group whose GID varies per host.
+Two host-side mechanisms cover it:
+
+- **pam_exec** — a script in the login stack adds the user to the local group for
+  the session:
+  ```sh
+  #!/bin/bash
+  if id -Gn "$PAM_USER" | grep -q "host_input"; then usermod -a -G input "$PAM_USER"; fi
+  ```
+  `session optional pam_exec.so /usr/local/bin/add_to_input.sh` in
+  `/etc/pam.d/common-session`.
+
+- **nss-groupmerge** — merge an LDAP group into a local group at NSS time
+  (`/etc/groupmerge.conf`: `input: host_input`, then `group: files sssd groupmerge`
+  in `/etc/nsswitch.conf`), so any service querying `input` sees the LDAP group's
+  members regardless of the local GID.
+
+### Meta groups
+
+`god_admin`, `everyone`, and `S_everyone` are NOT imported by hosts — they have
+implicit membership and are resolved by the directory only.
+
+---
+
+## 9. Downstream-app consumption guide
+
+A downstream app (Emby, Gitea, a custom service, a shell script) reads group
+membership from LDAP and interprets it as follows:
+
+1. **Discover the user's groups** — bind with the user's credentials (or use a
+   service account + `memberOf`). Groups are `groupOfNames` (member DN), so query
+   by the user's DN, e.g. `(&(objectClass=groupOfNames)(member=<user_dn>))`, or use
+   the `memberOf` reverse attribute on the user's entry.
+2. **Match each group to a scope:**
+   - `god_admin` → the user is a global administrator.
+   - `{site}_super_admin` → site administrator for that site.
+   - `{site}_hosts_*` / `{site}_app_*` (aggregate) → applies to all hosts/apps at the site.
+   - `{site}_host_<host>_*` / `{site}_app_<app>_*` → applies to that one resource.
+   - `everyone` / `{site}_everyone` → the user is implicitly a member.
+3. **Interpret the last segment:**
+   - `admin` → full control of that resource.
+   - `access` → read/use.
+   - anything else → a capability **you** define; act on it or ignore it.
+4. A user with `{site}_host_web01_access` can reach `web01`; a user with
+   `{site}_host_web01_reboot` (if you define `reboot`) may reboot it; a user with
+   `{site}_app_emby_emby_admin` administers Emby.
+
+The app must **never** treat an unknown last segment as `admin` or `access`.
+
+---
+
+## 10. Migration from the legacy `app_*` groups
+
+The current global groups (`app_sso_admin`, `app_super_admin`,
+`app_sso_directory_admin`, `app_jump_admin`) are replaced by the new model:
+
+| Legacy | New |
+| :--- | :--- |
+| `app_super_admin` | `god_admin` |
+| `app_sso_admin` | `S_app_sso_admin` (+ `S_super_admin` for site admins) |
+| `app_sso_directory_admin` | `S_app_sso_admin` |
+| `app_jump_admin` | `S_app_jump_admin` |
+
+During the transition the legacy groups may be kept as short-lived aliases that
+resolve to the same effective permission; once everything is moved, remove them.
+
+---
+
+## 11. The management consoles are apps
+
+The SSO, Proxy, and Jump-Host each register themselves as an app on their site and
+receive their auto-generated groups (`S_app_sso_admin`, `S_app_proxy_admin`,
+`S_app_jump_admin`, plus `_access`). Their admin UIs gate on
+`god_admin` · `S_super_admin` · `S_app_<console>_admin`. This keeps everything
+self-consistent: the SSO is "just another app."

docs/MULTI_SITE_SPEC.md

@@ -0,0 +1,278 @@
+# Theta Suite Multi-Site Architecture & VPN Specification
+
+**Specification Version**: `2.2.0`
+**Status**: Mostly shipped. Read the status table at the bottom before trusting any section's detail as current behavior — this document accumulated across several build passes and earlier sections describe things that were aspirational when written and real by the time later sections were added.
+**Target Suite Version**: `v1.50.0+`
+**Repository**: [`theta-suite`](https://github.com/theta42/theta-suite)
+
+> ## Shipped today
+> - **Join, live replication, promotion** (`sso-manager-node`): a spoke joins via a one-time export over a site join key (`POST /api/site/join-keys` / `/export` / `/join`), then registers its own endpoint so the master can push live resync pings on every catalog write — no longer a one-time snapshot. Promotion (`POST /api/directory-admin/site-promote`) coordinates a real handoff, demoting the old master as one action. Identical agent-signing keys ride the same export/resync path. Read [`sso-manager-node/docs/site-join.md`](https://github.com/theta42/theta-directory/blob/master/docs/site-join.md) and `directory_spec.md` §11 for the endpoint-level detail.
+> - **Gateway-to-gateway WireGuard mesh** (`theta-gateway`): real site-to-site tunnels via `POST /api/mesh/register`/`/join`, kernel WireGuard with a userspace `wireguard-go` fallback. Verified with an actual two-container encrypted tunnel passing traffic, not a mock.
+> - **Cross-component routing + no-inbound relay automation**: `sso-manager-node`'s replication traffic now prefers a spoke's mesh IP over the open internet when one is on file (`utils/site_replicate.js`), and a no-inbound spoke's join (`POST /api/site/join` → `/api/site/spokes`) can carry `noInbound`/`meshIp`/`publicHost`, which drives `utils/proxy_client.js` to auto-create the relay route on the master's `theta-proxy` via its existing self-service API token system (reused, not a new credential type). The one piece that stays a manual, out-of-band step is the mesh peering itself (mint a join token on one jump-host, paste it into the other's "Join a mesh" UI) — `theta-suite`'s `bootstrap/site-relay-register.js` (`CFG_SPOKE_NO_INBOUND`/`CFG_SPOKE_PUBLIC_HOST`) picks up from there on the next `setup.sh` run.
+> - **mDNS local-discovery (Linux + Windows)**: shipped and verified — `theta-gateway` announces (`services/mdns_announce.js`), `theta-agent` discovers and applies a hosts-file override, cleanly reverts when the announcement disappears. Linux was verified end-to-end over real multicast; Windows shipped in `theta-agent` v2.2.0 (CRLF-aware hosts override, `ipconfig /flushdns`, and a /32 host-route pin so the WireGuard tunnel can't swallow the direct LAN path). macOS still needs real testing — see the TODO note.
+
+Design scale: a handful of sites (dozen max, 254 hard ceiling — see §4), a few hundred users/hosts total. This is a deliberate, small, trusted-operator deployment, not a hyperscale/adversarial-tenant one — several decisions below (fire-and-forget replication, identical directories) trade blast-radius for simplicity *because* the scale allows it. Don't generalize these choices past that scale without re-deriving them.
+
+---
+
+## 1. High-Level System Architecture
+
+```mermaid
+flowchart TB
+    subgraph ControlPlane["Master Site (write authority)"]
+        ssoM["sso-manager-node (isMaster=true)"]
+        ldapM["OpenLDAP (MMR write node)"]
+        baoM["OpenBao (local, replication source)"]
+        proxyM["theta-proxy"]
+        gateM["theta-gateway"]
+        agentM["theta-agent"]
+    end
+
+    subgraph SiteB["Spoke — inbound (has a public IP)"]
+        ssoB["sso-manager-node (isMaster=false)"]
+        ldapB["OpenLDAP (MMR read replica)"]
+        baoB["OpenBao (local replica)"]
+        proxyB["theta-proxy — serves this site's public traffic directly"]
+        gateB["theta-gateway"]
+        agentB["theta-agent"]
+    end
+
+    subgraph SiteC["Spoke — no inbound (CGNAT)"]
+        ssoC["sso-manager-node (isMaster=false)"]
+        ldapC["OpenLDAP (MMR read replica)"]
+        baoC["OpenBao (local replica)"]
+        proxyC["theta-proxy — LAN-local traffic only"]
+        gateC["theta-gateway"]
+        agentC["theta-agent"]
+    end
+
+    gateM <==>|"WireGuard mesh tunnel"| gateB
+    gateM <==>|"WireGuard mesh tunnel"| gateC
+
+    ssoM -.->|"fire-and-forget push: catalog + secrets + signing key"| ssoB
+    ssoM -.->|"fire-and-forget push"| ssoC
+    ldapM <==>|"OpenLDAP MMR syncrepl"| ldapB
+    ldapM <==>|"OpenLDAP MMR syncrepl"| ldapC
+
+    proxyM -->|"TLS-terminate + relay (no direct path exists)"| gateM
+    gateM ==>|"WG tunnel"| gateC
+```
+
+---
+
+## 2. Every Directory Is Identical
+
+Master and every spoke run the **same LDAP data, the same OpenBao secrets, and the same agent-signing key**. Hitting any site's `sso-manager-node` for read/auth purposes is equivalent to hitting any other. The only asymmetry is **write authority** (§3).
+
+This is a deliberate tradeoff, not a default: it means compromising *any single spoke* — including the smallest, least-secured one — grants an attacker the same agent-command authority (`update_binary`, `arbitrary_bash`, service control) as compromising the master, because every site holds the same Ed25519 signing key (`sso-manager-node/nodejs/utils/agent_keys.js`). Accepted here because the deployment scale is small and trusted. Do not extend this pattern to a larger/adversarial-tenant deployment without revisiting it.
+
+Consequence: `theta-agent` needs **no change** to support multi-site — it already does TOFU pairing against a single trusted key (`websocket.go:341-351`), and since that key is identical everywhere, any site's `sso-manager-node` can validly sign a command for any agent, anywhere, without agents needing a keyring.
+
+### 2.1 What Replicates, and How
+
+| Data | Mechanism | Direction |
+|---|---|---|
+| LDAP (users, groups) | OpenLDAP MMR syncrepl | master (write) → spokes (read-only) |
+| OpenBao secrets (incl. agent-signing key at `secret/agent/signing-key`) | **New**: custom replicator (OpenBao has no built-in multi-site replication — Performance Replication is Vault-Enterprise-only, confirmed absent from OpenBao as of this writing) | master (write) → spokes (read-only) |
+| Directory catalog (Resources: hosts, apps, sites) | Existing catalog change events | master (write) → spokes (read-only) |
+| Audit log | Async batch worker, already speced (§6) | spokes → master |
+
+### 2.2 Replication Delivery: Fire-and-Forget
+
+Master is the sole writer (§3), so there is exactly one producer per data type — no conflict resolution, no consensus, no vector clocks needed. On every write, master pushes the change to all connected spokes **concurrently** (not sequentially — spokes are independent WG peers, none blocks on another) and does **not** wait for acks. A spoke that's offline queues nothing on the master's side; on reconnect, the spoke pulls (or master replays) missed versions.
+
+This is a deliberate choice over "wait for all spokes to ack": with a dozen spokes, concurrent push completes in low hundreds of milliseconds on the happy path, but *waiting* for acks makes every write's latency bounded by the slowest/offline spoke — reintroducing the split-brain-adjacent stall that §3's explicit-promotion design exists to avoid. Never make a master write block on spoke reachability.
+
+---
+
+## 3. Explicit Master Control & Human `god_admin` Authority
+
+Automatic failover across WAN is explicitly disabled — 0% split-brain risk by design:
+
+```
+                          WAN OUTAGE DETECTED
+                                   │
+                                   ▼
+             Spoke Node Unconditionally Retains SPOKE Mode
+                                   │
+                                   ▼
+             Requires Human god_admin Promotion Action
+```
+
+1. **Unreachable master**: a spoke that loses the master unconditionally stays a spoke. No auto-election.
+2. **Promotion is a single coordinated action, not two steps**: `POST /api/directory-admin/site-promote` (god_admin-gated) calls out to the *current* master over the WG tunnel and demotes it as part of the same operation — there's never a window with two masters. (Requires the old master to be reachable; if it isn't, that's an operator-visible failure to resolve manually, not a silent partial-promotion.)
+3. Because every directory is identical (§2), promotion carries **no agent re-keying cost** — this was the main risk in earlier drafts of this design and is now moot.
+4. Site state (name, slug, `isMaster`, `masterUrl`, `wanConnected`) lives on the site's own `kind:'site'` Resource (`metadata.multiSite`), not in server memory — it must survive restarts and be visible via the same directory API as everything else.
+
+---
+
+## 4. `spoke.env` vs `setup.env`
+
+A spoke shares almost none of `setup.env`'s concerns (it doesn't mint LDAP admin/JWT/service-account secrets — those arrive via replication, §2) so it gets its own, much shorter file:
+
+```
+CFG_DOMAIN=theta42.com          # REQUIRED, must match the master's exactly — this is the shared LDAP base DN (dc=theta42,dc=com). Never per-site.
+CFG_SITE_NAME=staten-island     # this site's name/slug
+CFG_SPOKE_INBOUND=false         # true: this site has a public IP and serves its own traffic directly (standalone-style). false: no inbound path exists; master relays (§5).
+CFG_PUBLIC_DOMAIN=              # only used when CFG_SPOKE_INBOUND=true — this site's own domain, own DNS, own ACME cert, independent of the master's domain.
+CFG_JOIN_TOKEN=                 # one-time token from the master, used for WG mesh auto-registration (§4.1) and initial catalog/secret pull.
+CFG_MASTER_ENDPOINT=            # master's WG endpoint (host:port) to join through.
+```
+
+`CFG_DOMAIN` is the identity namespace (LDAP DN) and must be identical across every site — MMR replicas cannot diverge on base DN. `CFG_PUBLIC_DOMAIN` is a *web-hostname* concern, unrelated to LDAP, and only exists at all for inbound spokes.
+
+### 4.1 WireGuard Mesh Auto-Registration
+
+1. A new `theta-gateway` boots with `CFG_JOIN_TOKEN` + `CFG_MASTER_ENDPOINT`, generates its Curve25519 keypair, and calls `POST /api/mesh/gateway/register` on the master over an initial bootstrap tunnel.
+2. Master assigns the next free **site index** (one octet, used identically in both `172.24.<site>.0/16` and `10.<site>.0.0/16` per the reference topology in Appendix A) and returns full mesh peer config.
+3. **Site index ceiling is 254** (0 and 255 excluded) — a hard technical limit of this addressing scheme, not an arbitrary cap. Real deployments target a dozen or fewer; no need to cap lower than the real ceiling.
+4. Each `theta-gateway` applies the new peer set to its running `wg0` via `wgctrl` without dropping existing connections.
+
+---
+
+## 5. Inbound vs. No-Inbound Spokes
+
+Whether a spoke has a public IP determines everything about how its traffic reaches the outside world — these are two distinct, documented operating modes, not a single universal mechanism.
+
+### 5.1 Inbound Spoke (`CFG_SPOKE_INBOUND=true`)
+Behaves like a standalone install. Own `CFG_PUBLIC_DOMAIN`, own DNS pointed at its own public IP, own ACME cert. `theta-proxy` and `theta-gateway` serve public web + SSH traffic directly — no relay involved. The only WAN-facing traffic to the master is replication (§2) and audit shipping (§6).
+
+### 5.2 No-Inbound Spoke (`CFG_SPOKE_INBOUND=false`)
+No public IP exists, so *any* external access must go through the master:
+
+1. Master mints a public hostname for the spoke's services (e.g. `sso-{slug}.{master's public domain}`) and creates the corresponding `theta-proxy` route (already dynamic/DB-backed — `proxy/nodejs/models/host.js` — no new plumbing needed there).
+2. Master **terminates TLS** for that hostname and relays to the spoke over the WG tunnel — both `theta-proxy` (any site-hosted web app) and `theta-gateway` (SSH jump) traffic relay this way, not just SSO.
+3. Terminating at the master (rather than SNI passthrough) is fine here specifically because master↔spoke already rides an encrypted WG tunnel — there's no unencrypted hop being introduced.
+
+### 5.3 Local-Direct Resolution (Skip the Relay On-LAN)
+
+A client physically on a no-inbound spoke's LAN would otherwise hairpin out to the master and back to reach its own local site. Solved via **mDNS local-service-discovery**, not directory-side network topology:
+
+1. The spoke's `theta-gateway`/`theta-proxy` announces itself on the local segment via mDNS (`_theta-suite._tcp.local`, TXT records: site slug, public hostnames it fronts, local IP).
+2. `theta-agent`, when a config flag (`preferLocalDiscoveredDirectory` or similar — see the agent-side spec, Appendix B) is enabled, listens for this announcement and overrides local resolution for matching hostnames to the discovered local IP.
+3. No match (off-site, or flag disabled) → normal public DNS → master relay. Multicast is link-local by nature, so "on-site or not" needs no explicit detection logic — presence/absence of the announcement *is* the signal. This also solves roaming-admin access (§ formerly "5", folded in here) for free: same laptop, same flag, local-fast-path at the office and relay-path everywhere else.
+4. **Hard rule**: mDNS is unauthenticated on a LAN. It may only ever change *where* the agent connects, never *whether* it trusts what answers — TLS/hostname validation against the redirected IP must stay intact, so a spoofed rogue announcement produces a TLS failure, not a silent MITM.
+
+This piece needs Windows/Mac-specific implementation and testing that can't be done from this (Linux) environment — see Appendix B for the standalone spec handed off for that work.
+
+---
+
+## 6. Non-Canonical Audit Logging
+
+Unchanged from prior draft: OAuth logins, SSH session events, proxy access, and agent execution events write to local site audit tables without blocking on WAN. An async worker flushes batches to master via `POST /api/directory-admin/audit/ingest` when reachable.
+
+---
+
+## Appendix A: Production Reference WireGuard Topology Config
+
+### Site 10.2 (Staten Island LAN Node) Gateway Reference (`wg0.conf`)
+```ini
+[Interface]
+Address = 172.24.0.2/32
+PrivateKey = <SITE_10_2_PRIVATE_KEY>
+ListenPort = 51820
+Table = off
+
+# Mesh Subnet Routes
+PostUp = ip route add 10.0.0.0/8 dev %i
+PostUp = ip route add 172.24.0.0/13 dev %i
+
+# Policy Routing Exits
+PostUp = ip route add default via 10.5.0.1 dev %i table offshore
+PostUp = ip route add default via 172.24.0.1 dev %i table us_vps
+PostUp = ip rule add from 10.2.254.0/24 lookup offshore
+PostUp = ip rule add from 10.2.253.0/24 lookup main preference 1000
+
+# NETMAP Shadow Network (10.2.168.x -> 192.168.1.x)
+PostUp = iptables -t nat -A PREROUTING -i %i -d 10.2.168.0/24 -j NETMAP --to 192.168.1.0/24
+PostUp = iptables -t nat -A POSTROUTING -o %i -s 192.168.1.0/24 -j NETMAP --to 10.2.168.0/24
+PostUp = ip route add local 10.2.168.0/24 dev lo
+
+# Forwarding & NAT
+PostUp = iptables -t nat -A POSTROUTING -s 192.168.1.0/24 -o %i -j MASQUERADE
+PostUp = iptables -t nat -A POSTROUTING -o eth0 -j MASQUERADE
+PostUp = iptables -A FORWARD -i %i -o eth0 -j ACCEPT
+PostUp = iptables -A FORWARD -i eth0 -o %i -m state --state RELATED,ESTABLISHED -j ACCEPT
+
+# System Kernel Options
+PostUp = sysctl -w net.ipv4.ip_forward=1
+PostUp = sysctl -w net.ipv4.conf.all.rp_filter=0
+PostUp = sysctl -w net.ipv4.conf.eth0.rp_filter=0
+PostUp = sysctl -w net.ipv4.conf.%i.rp_filter=0
+
+# --- PEERS ---
+[Peer]
+# Site 10.1: US Hub / VPS Exit
+PublicKey = QZCvR3N1CdUabC2xWfc1lmYKHfSiXYs1UoVINIMftws=
+Endpoint = gg-si1.wgnode.com:51820
+AllowedIPs = 172.24.0.0/16, 10.0.0.0/8, 0.0.0.0/0
+PersistentKeepalive = 25
+
+[Peer]
+# Site 10.5: Netherlands Offshore Exit Node
+PublicKey = MlF6h3YI1MIvOlgyNozCMoa/rICoLNtc7r/pseKiHQQ=
+Endpoint = nl-alexhost.wgnode.com:51871
+AllowedIPs = 172.24.0.5/32, 10.5.0.0/16, 0.0.0.0/0
+PersistentKeepalive = 25
+```
+
+### Site 10.5 (Netherlands Exit Node) Gateway Reference (`wg0.conf`)
+```ini
+[Interface]
+Address = 172.24.0.5/32
+PrivateKey = <SITE_10_5_PRIVATE_KEY>
+ListenPort = 51871
+
+PostUp = ip addr add 10.5.0.1/16 dev %i
+PostUp = iptables -t nat -A POSTROUTING -o eth0 -j MASQUERADE
+# Dynamic Return Path Masquerading (SOURCENAT)
+PostUp = iptables -t nat -A POSTROUTING -o %i ! -s 172.24.0.0/13 -j MASQUERADE
+PostUp = sysctl -w net.ipv4.ip_forward=1
+
+[Peer]
+# Site 10.2: Staten Island LAN
+PublicKey = AsS7aikCUrXpdfSvwFnMs0yUaoQ7ZCkoUVOmNdl7NS8=
+AllowedIPs = 172.24.0.2/32, 10.2.0.0/16
+
+[Peer]
+# Site 10.1: US Hub VPS
+PublicKey = QZCvR3N1CdUabC2xWfc1lmYKHfSiXYs1UoVINIMftws=
+AllowedIPs = 172.24.0.1/32, 10.1.0.0/8
+```
+
+---
+
+## Appendix B: Agent-Side Work
+
+See [`AGENT_LOCAL_DISCOVERY_SPEC.md`](./AGENT_LOCAL_DISCOVERY_SPEC.md) — split out because it needs Windows/Mac implementation and testing that a Linux-only dev environment cannot meaningfully do. That doc is the handoff: it specifies behavior precisely enough to implement and test independently, without needing to re-derive the reasoning in this file.
+
+---
+
+## Status of This Spec vs. Code (as of this revision)
+
+| Piece | Status |
+|---|---|
+| Site role persisted (not in-memory) | **Shipped** — `/config/site.json` on `sso-manager-node`, survives restarts (v2.2.0) |
+| Join key issuance + one-time directory adoption | **Shipped** — `/api/site/join-keys`, `/api/site/export`, `/api/site/join`, fresh-install-gated (v2.2.0–v2.3.0) |
+| Spoke read-only enforcement | **Shipped** — directory-write routes 403 toward the master once joined (v2.3.0) |
+| WAN health check | **Shipped** — `/api/site/ping`, live in the Master Site modal (v2.2.0–v2.3.0) |
+| `setup.env` / `setup.sh` join wiring | **Shipped** — `CFG_MASTER_DIRECTORY_URL` / `CFG_MASTER_DIRECTORY_JOIN_KEY`, `bootstrap/site-join.js` (theta-suite v2.2.0). Also readable from a dedicated `spoke.env` (`spoke.env.example`, layered on top of `setup.env`) for operators who want join-a-cluster config kept separate from the rest of first-run setup. |
+| Continuous/live replication (vs. one-time export-on-join) | **Shipped** (`sso-manager-node`) — a spoke registers its own endpoint at join time (`POST /api/site/spokes`), and every successful master catalog write fires a fire-and-forget push (`utils/site_replicate.js`) at every registered spoke, which re-pulls a fresh export. Verified end-to-end in `docker-compose.multisite-e2e.yml`. |
+| Identical-directory signing key | **Shipped** — `POST /api/site/export` includes the master's agent-signing key; a spoke adopts it via `agent_keys.adopt()` on join and every resync. OpenBao secret replication *beyond* this one key is still not built. |
+| OpenLDAP N-way multi-master replication auto-config | **Shipped** — the master auto-assigns each spoke a unique `LDAP_SERVER_ID` at registration (`SiteSpoke.ldapServerId`, same pattern as jump-host's mesh index) and derives every site's LDAP URL from its already-known HTTPS endpoint; `theta-suite`'s `bootstrap/site-ldap-register.js` applies it, re-checked on every `setup.sh` run since the peer list grows as spokes join. Verified against real running containers. Known gap: the master's own config only updates when ITS `setup.sh` is re-run, not live the moment a new spoke joins (see `docs/replication.md`). |
+| Coordinated master promotion (demote the old master as one action) | **Shipped** — `POST /api/site/demote` + `site-promote`'s handoff logic. Fixed two real pre-existing bugs while wiring this in: `site-promote`'s god_admin check read a `req.user.groups` field nothing ever populated (permanently 403'd for everyone), and the read-only write-gate 403'd `site-promote` itself before the handler could run. |
+| WireGuard gateway-to-gateway mesh (`theta-gateway`) | **Shipped** — `POST /api/mesh/register`/`/join` (join-token bootstrap), `utils/wg_iface.js` (kernel WireGuard, falls back to userspace `wireguard-go`). Verified with a real two-container test: actual encrypted tunnel, real ICMP traffic across it, 0% loss. `wg_iface.removePeer()` also cleans up the kernel routes `setPeer()` added (verified live: routes present after `setPeer`, gone after `removePeer`, own local route untouched), and `DELETE /api/mesh/gateways/:id` exposes it from the mesh UI. |
+| Cross-component routing (replication over the mesh) | **Shipped** — `utils/site_replicate.js` tries a registered spoke's `meshIp` first (falling back to its public `endpoint` on failure) when pushing resync pings; a spoke with no `meshIp` on file behaves exactly as before. |
+| No-inbound-spoke relay (master proxies a spoke with no public IP) | **Shipped at the API/automation layer, wired into the real bootstrap flow.** `POST /api/site/join`/`/api/site/spokes` accept `noInbound`/`meshIp`/`publicHost` and call `utils/proxy_client.js`, which mints/reuses a `theta-proxy` self-service API token (`prx_...`, OpenBao `secret/integrations/theta-proxy`) and calls the proxy's real Host API to create or update the relay route — verified against a real running `theta-proxy` container (`GET /api/host/:item`'s actual `{item, results: {...}}` response shape, not the flat shape first assumed). `theta-suite`'s `bootstrap/site-relay-register.js` + `CFG_SPOKE_NO_INBOUND`/`CFG_SPOKE_PUBLIC_HOST` (`setup.env.example`) drive it from the operator-facing bring-up flow, re-run automatically on every `setup.sh` invocation until the jump-host mesh IP is discoverable. What's still a manual step, deliberately: the gateway-to-gateway mesh *peering* itself (mint a join token on one jump-host, paste it into the other's UI) — same pattern as minting/pasting a site join key, not something an unattended script should do blind. A spoke with zero inbound *and* zero outbound path still can't join at all (join/export still need the spoke to reach the master's API directly). |
+| mDNS local-discovery (Linux) | **Shipped** — `theta-gateway` announces (`services/mdns_announce.js`, opt-in via `THETA_LOCAL_DISCOVERY_HOSTS`), `theta-agent` discovers and applies a hosts-file override (`local_discovery.go`, opt-in via `prefer_local_directory`). Verified end-to-end with real containers over real multicast: announce → discover → apply → clean revert on disappearance, all confirmed. Caught two real bugs along the way (`mdns.Lookup()`'s IPv6 query aborting the whole lookup even after a valid IPv4 response arrived; `rename()` failing with EBUSY over a bind-mounted `/etc/hosts`, common in every container runtime) — see the commit messages in `theta-agent`. |
+| mDNS local-discovery (Windows) | **Shipped** — `theta-agent` v2.2.0: Windows hosts override (`%SystemRoot%\System32\drivers\etc\hosts`, CRLF-aware, `ipconfig /flushdns` after each change — reachable because the agent runs as a SYSTEM service, so the elevation question resolved in our favor), plus a /32 host-route pin via the owning local interface (`route.exe add ... metric 1`) so the WireGuard mesh tunnel can't swallow the direct LAN path, and a prompt WS reconnect on apply/revert. Tests run the real Windows write path on the Windows CI leg. |
+| mDNS local-discovery (macOS) | Not built — the hosts override compiles on darwin via the shared unix path, but macOS still needs `dscacheutil -flushcache` and real hardware testing (mDNSResponder behavior, hosts-file vs. native Bonjour — see Appendix B §3). Being built on a real macOS VM. |
+
+### TODO — what's actually left
+
+1. **Full secret replication** — only the agent-signing key is replicated today. LDAP admin credentials, JWT secrets, and other per-deployment secrets still differ per site, which complicates full disaster recovery. **Paused pending a real-deployment question independent of the code**: this repo's own `conf/secrets.js` was found to contain committed real credentials during this work (LDAP bind, SMTP, VoIP.ms) — see the git-remediation note elsewhere in this repo's history. Building a feature that copies live secrets to additional sites shouldn't proceed until provider-side rotation of those specific credentials is confirmed done; the mechanism itself (generic secret sync, never touching those particular values) can still be designed without that answer.
+2. Service-to-service auth, cross-component routing, no-inbound relay automation, and mesh peer cleanup (the four items formerly listed here) are **done** — see the status table above. What remains genuinely open in that area is documented there inline (mesh peering stays a manual step by design; zero-inbound-and-zero-outbound spokes still can't join).
+
+**mDNS local-discovery, macOS** is deliberately not listed above: the Linux and Windows sides are shipped and verified (`theta-agent` v2.2.0), and macOS is being built on a real macOS VM where the darwin-specific behavior (mDNSResponder/DNS-cache) can actually be tested. Check `theta-agent`'s recent history before assuming it's still open.
+
+*Committed under [`docs/MULTI_SITE_SPEC.md`](file:///home/william/dev/theta42/theta-env/docs/MULTI_SITE_SPEC.md).*

docs/_config.yml

@@ -1,7 +1,7 @@
-title: theta-env
+title: Theta Suite
 description: A unified, one-command SSO Manager + OIDC proxy stack for home labs and small businesses.
 url: "https://theta42.github.io"
-baseurl: "/theta-env"
+baseurl: "/theta-suite"
 logo: /assets/img/theta42.svg
 lang: en_US
 
@@ -10,10 +10,10 @@ plugins:
   - jekyll-sitemap
 
 github:
-  repository_url: https://github.com/theta42/theta-env
-  zip_url: https://github.com/theta42/theta-env/archive/refs/heads/master.zip
-  tar_url: https://github.com/theta42/theta-env/archive/refs/heads/master.tar.gz
-  repository_name: theta42/theta-env
+  repository_url: https://github.com/theta42/theta-suite
+  zip_url: https://github.com/theta42/theta-suite/archive/refs/heads/master.zip
+  tar_url: https://github.com/theta42/theta-suite/archive/refs/heads/master.tar.gz
+  repository_name: theta42/theta-suite
 
 nav:
   - title: Home
@@ -25,11 +25,20 @@ nav:
   - title: Architecture
     page: /architecture.html
     icon: fa-sitemap
-  - title: Standalone
-    page: /standalone.html
-    icon: fa-puzzle-piece
+  - title: Secrets
+    page: /secrets.html
+    icon: fa-key
+  - title: Theta Directory
+    page: /sso/
+    icon: fa-users
+  - title: Theta Proxy
+    page: /proxy/
+    icon: fa-shield-halved
+  - title: Theta Gateway
+    page: /jump-host/
+    icon: fa-terminal
   - title: Changelog
-    url: https://github.com/theta42/theta-env/blob/master/CHANGELOG.md
+    url: https://github.com/theta42/theta-suite/blob/master/CHANGELOG.md
     icon: fa-list
 
 defaults:

docs/_layouts/default.html

@@ -11,6 +11,8 @@
 	<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.3/dist/css/bootstrap.min.css">
 	<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.2/css/all.min.css">
 	<link rel="stylesheet" href="{{ '/assets/css/style.css' | relative_url }}">
+
+	<script defer src="https://tracking.718it.biz/script.js" data-website-id="a5df0dec-6c54-4c1a-a167-02867a56e2cc"></script>
 </head>
 <body class="d-flex flex-column min-vh-100">
 

docs/architecture.md

@@ -1,77 +1,125 @@
 ---
 layout: default
 title: Architecture
-description: How theta-env composes the SSO Manager and proxy submodules — the OIDC/LDAP wiring setup.sh generates from one domain.
+description: How Theta Suite 2.0 composes Theta Directory, Theta Gateway, Theta Proxy, and Theta Agent around a shared OpenBao secrets store — the zero-trust identity, mesh gateway, and telemetry architecture.
 ---
 
 # Architecture
 
 [← Back to Home](index.html)
 
-theta-env is a **composition** repo: it builds the two existing projects from
-their git submodules and adds the glue that wires them together. It does not
-fork or patch them — both projects work unchanged on their own.
+Theta Suite 2.0 is a production-grade **composition repository**: it composes applications from git submodules and provides the automated first-run orchestration, secrets initialization, and container networking for a complete zero-trust infrastructure stack.
 
 ---
 
-## The three repos
+## Core Infrastructure Components
 
-| Repo | Role |
+| Subproject / Image | Component Role |
 |------|------|
-| [`theta42/sso-manager-node`](https://github.com/theta42/sso-manager-node) | OIDC provider + OpenLDAP directory + web UI. All-in-one image (`Dockerfile.openldap`). |
-| [`theta42/proxy`](https://github.com/theta42/proxy) | OIDC-protected reverse proxy (OpenResty + Node mgmt app + Redis). All-in-one image (`Dockerfile`). |
-| `theta42/theta-env` (this repo) | Composes the two on one Docker network + automates first-run wiring. |
-
-The two projects are pinned as **git submodules**. `git clone --recursive`
-fetches all three in one step; `git submodule update --remote` bumps them.
+| [`theta42/theta-directory`](https://github.com/theta42/theta-directory) | **Theta Directory** — OIDC provider + OpenLDAP directory + Resource Catalog + Web Admin Console. All-in-one container. |
+| [`theta42/jump-host`](https://github.com/theta42/jump-host) | **Theta Gateway** — Directory-driven SSH access gateway and WireGuard mesh router with NETMAP shadow subnets. |
+| [`theta42/theta-agent`](https://github.com/theta42/theta-agent) | **Theta Agent** — Multi-platform host telemetry, hardware details, desktop session controls, and secret delivery agent. |
+| [`theta42/proxy`](https://github.com/theta42/proxy) | **Theta Proxy** — OIDC-protected reverse proxy (OpenResty + Node management app + Redis). |
+| [`theta42/ldap-client`](https://github.com/theta42/ldap-client) | **ldap-client** — Enrolls real Linux hosts into the directory for PAM/SSSD login, sudo rules, and SSH keys. |
+| `quay.io/openbao/openbao` | **OpenBao** — Central secrets engine (Vault fork), KV-v2 versioned store at `secret/`. |
+| `theta42/theta-suite` (this repo) | Composes all components on a single Docker network + automates `./setup.sh` first-run wiring. |
 
 ---
 
-## The two containers
+## Architecture Stack
 
 ```
-            ┌──────────────────────────────────────────────┐
-            │  your browser / apps / direct LDAP clients     │
-            └───────────────┬──────────────────────────────┘
-                            │ https (:443)        ldaps (:636)
-                  ┌─────────▼─────────┐
-                  │  proxy container  │  OpenResty :80/:443/:4443
-                  │  (OIDC + LDAP)    │  Node mgmt app :3000 (localhost only)
-                  │                   │  bundled Redis (127.0.0.1:6379)
-                  └─────────┬─────────┘
-              ┌─────────────┼────────────────────────────┐
-              │ ldaps:636   │ http:3001 (internal)       │  OIDC token + userinfo
-              │ (docker net)│ (docker net, not published)│  (server-to-server)
-              ▼             ▼                           │
-      ┌──────────────────────────────┐                   │
-      │  sso-manager container       │◄──────────────────┘
-      │  OIDC provider (Express)     │  bundled Redis (127.0.0.1:6379)
-      │  OpenLDAP (slapd)            │  web UI :3001 (localhost only)
-      │  ldaps :636 (published)      │
-      └───────────────────────────────┘
-            ▲
-            │ ldaps :636 (published to host) — legacy apps bind directly
-            │
-      ┌──────────────────────────────┐
-      │  legacy apps (Gitea, Emby, …)│
-      └──────────────────────────────┘
+          ┌──────────────────────────────────────────────────────────┐
+          │ browser / OIDC apps │ SSH clients │ Linux hosts            │
+          │                     │             │ (PAM/SSSD, sudo, keys)  │
+          └────────┬────────────┴──────┬──────┴───────────┬───────────┘
+            https (:443)          ssh (:2222)        ldaps (:636)
+                  │                     │                  │
+         ┌────────▼────────┐  ┌──────────▼────────┐         │
+         │  theta-proxy     │  │  theta-gateway    │         │
+         │  OpenResty       │  │  SSH Gateway      │         │
+         │  :80/:443/:4443  │  │  WireGuard Mesh   │         │
+         │  mgmt app :3000  │  └────────┬──────────┘         │
+         └────────┬─────────┘           │ OIDC + LDAP        │
+                  │ http:3001 (internal)│ via theta-directory
+                  ▼                     ▼                  ▼
+        ┌───────────────────────────────────────────────────────┐
+        │  theta-directory (Express + OpenLDAP + Redis)         │
+        │  OIDC provider + LDAP directory + Resource Catalog    │
+        │  web UI :3001 (internal)   ldaps :636 (published)     │
+        └───────────────────────────────────────────────────────┘
+                          ▲  loads secrets at boot (scoped token each)
+              ┌───────────┴───────────────────┐
+              │  openbao   (KV-v2 at secret/)  │  ← central secrets store
+              │  :8200 (internal)             │     per-user + per-app KV
+              │  :8080 (operator UI/API)     │
+              └───────────────────────────────┘
+
+   ldap-client — enrolls real Linux hosts into the directory above
+                 (PAM/SSSD login, sudo, SSH-key serving); also the
+                 `ldap-test-host` fixture (opt-in: `--profile ldap-test`).
 ```
 
-Both containers bundle their **own Redis** (the proxy hardcodes `127.0.0.1:6379`
-in three places that ignore config; the SSO's models default to the same). Two
-redis instances is the no-source-patch path and is fine at this scale.
+All four services bundle their **own Redis** (sso-manager, proxy, jump-host
+each run a 127.0.0.1:6379 instance) and share the `openbao` secrets store.
+Direct LDAP binds against `:636` are first-class — that's how Linux hosts do
+PAM/SSSD login, sudo, and SSH-key serving, and how LDAP-native apps
+authenticate — not a fallback path.
 
 ### What's exposed, what's not
 
-| Port | On host? | Purpose |
-|------|----------|---------|
-| `443` (proxy) | **yes** | the public entry point — OIDC login + proxied apps + the SSO/proxy UIs |
-| `80` (proxy) | **yes** | HTTP-01 for Let's Encrypt (and redirect to 443) |
-| `4443` (proxy) | yes (optional) | alt HTTPS listener |
-| `3000` (proxy) | localhost only | proxy mgmt UI/API (first-run convenience; fronted by 443 normally) |
-| `636` (sso) | yes | LDAPS for legacy direct-LDAP clients |
-| `3001` (sso) | localhost only | SSO web UI (first-run convenience; fronted by the proxy normally) |
-| `389` (sso) | **no** | plain LDAP — internal only (app↔slapd over localhost) |
+| Port | Service | On host? | Purpose |
+|------|---------|----------|---------|
+| `443` | proxy | **yes** | public entry point — OIDC login + proxied apps + the SSO/proxy UIs |
+| `80` | proxy | **yes** | HTTP-01 for Let's Encrypt (and redirect to 443) |
+| `4443` | proxy | yes (optional) | alt HTTPS listener |
+| `3000` | proxy | localhost/LAN | proxy mgmt UI/API (fronted by 443 normally) |
+| `3001` | sso-manager | localhost/LAN | SSO web UI (fronted by the proxy normally) |
+| `636` | sso-manager | **yes** | LDAPS for direct-LDAP clients (Linux hosts, LDAP-native apps) |
+| `389` | sso-manager | **no** | plain LDAP — internal only (app↔slapd over localhost) |
+| `2222` | jump-host | **yes** | SSH front door |
+| `3002` | jump-host | **yes** | jump-host web UI/API |
+| `8080` | openbao | yes | OpenBao UI/API for the operator (apps use `openbao:8200` internally) |
+
+---
+
+## Secrets (OpenBao)
+
+Every component loads its secrets from one OpenBao instance at boot, not
+from scattered config files. OpenBao runs as the `openbao` container
+(`http://openbao:8200` on theta-net, KV-v2 at `secret/`); each app gets a
+**scoped token** (never the root token) whose OpenBao policy confines it to
+the paths it needs:
+
+| Service | env var | Policy | Access |
+|---------|---------|--------|--------|
+| sso-manager | `SSO_VAULT_TOKEN` | `sso-broker` | `secret/sso-manager/conf`, `secret/users/*`, `secret/apps/*`, `secret/plugins/*`; also mints per-user + per-app tokens |
+| proxy | `PROXY_VAULT_TOKEN` | `proxy` | `secret/proxy/conf` (read) |
+| jump-host | `JUMP_VAULT_TOKEN` | `jump-host` | `secret/jump-host/conf` (read) |
+
+At boot each app calls `@simpleworkjs/bao-conf`'s `init()`, which deep-merges
+its OpenBao path over the file-loaded `@simpleworkjs/conf` object — so OpenBao
+is authoritative at runtime, with the `./config/*-secrets.js` file kept only as
+an operator-edited seed and a fail-soft fallback (`init()` is fail-soft, so the
+app still boots from the file if OpenBao is unreachable). The proxy and
+jump-host consume `conf.oidc.clientSecret` at `require` time, so `init()`
+runs *before* their models load (see each app's `bin/www`).
+
+Beyond app config, OpenBao holds:
+
+- **Per-user secret storage** — `secret/users/<uid>/*`, browsed and edited in
+  the SSO UI's **My Secrets** page. Each user is confined to their own
+  namespace by a `user-<uid>` policy; admins see all of `secret/`.
+- **External-app tokens** — an admin mints a scoped `app-<name>` token
+  (confined to `secret/apps/<name>/*`) from the SSO UI's **Apps** tab, so an
+  external app can read its own secrets over the OpenBao HTTP API.
+
+`setup.sh` creates the policies + a `sso-broker` token role and mints the
+per-app tokens on first run; the root token stays in `setup.env` for
+seeding/maintenance only and is never passed to a service container. Full
+details — the policy model, the `secret/apps/<app>/conf` convention, `curl`
++ Node examples, and the operator rotation procedure — are in
+[Secrets](secrets.html).
 
 ---
 
@@ -82,7 +130,14 @@ actual work, running **inside the sso-manager container** (bind-mounted
 read-only from this repo). It's deliberately self-contained — only Node
 built-ins (`child_process`, `crypto`, `fs`) + global `fetch`, and it reads its
 inputs from the bind-mounted `./config/sso-secrets.js` + `./config/proxy-secrets.js`
-(not from env):
+(not from env).
+
+OpenBao comes up first: `setup.sh` initializes and unseals it, writes the
+policies and the `sso-broker` token role, mints the per-app scoped tokens into
+`setup.env`, and idempotently seeds `secret/sso-manager/conf`,
+`secret/proxy/conf`, and `secret/jump-host/conf` from the corresponding
+`./config/*-secrets.js` files. The app containers then start with their scoped
+`VAULT_TOKEN`. The SSO/LDAP/OIDC wiring that follows:
 
 1. **Build + start sso-manager**, wait for `/health`.
 2. **LDAP service account** — `ldapadd` `cn=ldapclient,ou=people,<base>` (an
@@ -97,14 +152,16 @@ inputs from the bind-mounted `./config/sso-secrets.js` + `./config/proxy-secrets
 5. **Register the proxy as an OIDC client** via `POST /api/oauth/client` (gated
    by `app_sso_oauth_admin`, satisfied by step 3). The SSO **generates** the
    `client_id`/`client_secret` (UUIDs) — supplied creds are ignored — so the
-   bootstrap writes the generated creds **back into `./config/proxy-secrets.js`**
-   (the sso-manager mounts `./config` read-write for this; the proxy mounts it
-   read-only). If `proxy-secrets.js` already holds a `clientId`+`clientSecret`
-   matching an existing client, they are kept; if the client exists but the file
-   has no usable secret, the secret is rotated and written back.
-6. **Build + start the proxy**, wait for `/health`. The proxy entrypoint points
-   `CONF_SECRETS` at `./config/proxy-secrets.js`, so `@simpleworkjs/conf`
-   (≥1.2.0) reads the OAuth creds + LDAP bind creds from the file.
+   bootstrap writes the generated creds **back into `./config/proxy-secrets.js`
+   and into OpenBao at `secret/proxy/conf`** (the sso-manager mounts `./config`
+   read-write for this; the proxy mounts it read-only). If `proxy-secrets.js`
+   already holds a `clientId`+`clientSecret` matching an existing client, they
+   are kept; if the client exists but the file has no usable secret, the
+   secret is rotated and written back.
+6. **Build + start the proxy + jump-host**, wait for `/health`. Each
+   entrypoint points `CONF_SECRETS` at its `./config/*-secrets.js`, then
+   `@simpleworkjs/bao-conf` overlays the OpenBao path over it (the OAuth
+   clientSecret + LDAP bind creds come from OpenBao at runtime).
 7. **Register `<SSO_HOST>` and `<PROXY_HOST>` as Host records in the proxy** —
    `setup.sh` runs a short script inside the proxy container that calls its
    Host model directly (`Host.create({host, ip, targetPort, ...})`), rather
@@ -120,20 +177,25 @@ inputs from the bind-mounted `./config/sso-secrets.js` + `./config/proxy-secrets
 
 `setup.sh` then prints the first-admin login + the public URLs.
 
-### How config reaches the apps (no `.env`)
+### How config reaches the apps
 
-All config and secrets live in `./config/` (gitignored, bind-mounted). Each
-entrypoint points the `CONF_SECRETS` env var (`@simpleworkjs/conf` >= 1.2.0)
-at its file early, before the app starts:
+Config and secrets live in two layers: an operator-edited
+`./config/*-secrets.js` file (gitignored, bind-mounted) and the OpenBao
+overlay over it. Each entrypoint points the `CONF_SECRETS` env var
+(`@simpleworkjs/conf` >= 1.2.0) at its file early, before the app starts:
 
 ```
 CONF_SECRETS=/config/sso-secrets.js    (sso-manager, ./config RW)
 CONF_SECRETS=/config/proxy-secrets.js  (proxy, ./config RO)
+CONF_SECRETS=/config/jump-secrets.js   (jump-host, ./config RO)
 ```
 
 `@simpleworkjs/conf` loads `conf/base.js → <env>.js → secrets file → app_*
-env`, where **env beats the secrets file**. So compose passes **no `app_*` env
-vars** (only `NODE_ENV`, `NODE_PORT`) — that makes the secrets file
+env`, where **env beats the secrets file**. Then `@simpleworkjs/bao-conf`
+deep-merges the app's OpenBao path over the result at boot — OpenBao is the
+authoritative runtime layer; the file is the seed and fail-soft fallback. So
+compose passes **no `app_*` config env vars** (only `NODE_ENV`, `NODE_PORT`,
+`VAULT_ADDR`, and a scoped `VAULT_TOKEN`) — that keeps the secrets file + OpenBao
 authoritative. The SSO entrypoint reads the few values it needs at startup
 (LDAP base DN, admin password, JWT secret, cert CN) from `sso-secrets.js` via
 an in-container `node` call.
@@ -151,12 +213,15 @@ end-to-end.
 
 ## Idempotency
 
-Re-running `./setup.sh` converges to `./config/`:
+Re-running `./setup.sh` converges to `./config/` + OpenBao:
 
 - The LDAP service account + admin passwords are **reset to `./config/`**.
 - Group membership is ensured (add is a no-op if already a member).
 - The OAuth client is kept if `proxy-secrets.js` already holds its creds;
-  created or rotated otherwise, and the new creds written back.
+  created or rotated otherwise, and the new creds written back (to the file
+  and to OpenBao).
+- OpenBao policies, token role, per-app tokens, and `secret/<app>/conf` seeds
+  are ensured (created if absent, left alone if present).
 
 So `setup.sh` is safe to re-run after editing `./config/`, after a `docker
 compose down`, or after restoring from backup.
@@ -165,17 +230,39 @@ compose down`, or after restoring from backup.
 
 ## Backups and restore
 
-`./setup.sh` auto-snapshots `./config/` + LDAP + both Redis to
+`./setup.sh` auto-snapshots `./config/` + LDAP + all the Redis instances to
 `./backups/<timestamp>/` before each rebuild (keeps the last `BACKUP_KEEP`,
-default 5). State lives on named volumes (`ldap-data`, `sso-data`, `proxy-data`)
-and survives recreation; `down -v` wipes them. Redis is persisted with AOF +
-RDB on those volumes. For the full manual-backup + restore runbook (full /
-Redis-only / LDAP-only, with the AOF-vs-RDB note), see the *Backups and
-restore* section of the [README](https://github.com/theta42/theta-env#backups-and-restore).
-Quick LDAP backup:
+default 5). State lives on named volumes (`ldap-data`, `ldap-certs`,
+`sso-data`, `proxy-data`, `proxy-cache`, `proxy-logs`, `jump-data`,
+`jump-redis-data`, `openbao-data`) and survives recreation; `down -v` wipes
+them. Redis is persisted with AOF + RDB on those volumes. For the full
+manual-backup + restore runbook (full / Redis-only / LDAP-only, with the
+AOF-vs-RDB note), see the *Backups and restore* section of the
+[README](https://github.com/theta42/theta-suite#backups-and-restore). OpenBao
+holds the live secrets, so back up its volume too (`<project>_openbao-data`,
+where `<project>` is your clone directory name — `theta-suite` for a fresh
+clone). Quick LDAP backup:
 
 ```bash
 docker compose exec sso-manager slapcat -f /etc/openldap/slapd.conf -b "<base>" > backup.ldif
 ```
 
+---
+
+## Plugin Ecosystem
+
+The SSO Manager utilizes a dynamic plugin registry (`nodejs/services/plugin_registry.js`) that automatically loads any `.js` file placed in the `nodejs/plugins/<category>` folders.
+
+### Discovery Plugins
+Discovery plugins (e.g., `nmap.js`, `proxmox.js`, `docker.js`) run on a defined cron schedule to sync external assets into the centralized directory catalog.
+
+### Messaging Plugins
+Messaging plugins (e.g., `twilio.js`, `webhook.js`) provide on-demand delivery capabilities for alerts, 2FA tokens, and notifications. 
+- **Universal REST Webhook:** Sends custom JSON payloads to platforms like Slack, Teams, or custom API endpoints securely.
+  - *Discord Example:* To send alerts to a Discord channel, create a new plugin instance of type "Universal REST Webhook". Set the **Webhook URL** to your Discord webhook URL (e.g., `https://discord.com/api/webhooks/...`), the **HTTP Method** to `POST`, and the **Payload Template** to `{"content": "Alert for {{to}}: {{message}}"}`. Leave the Headers and API Secret blank.
+- **Twilio SMS:** Sends standard SMS codes.
+- **Fallback:** If no messaging plugins are enabled, the system falls back to the legacy `voipms` integration configured in the SSO secrets.
+
+Secrets belonging to plugins are automatically pushed to OpenBao (`secret/plugins/<id>/conf`) and are never written to the local database, following the global secrets architecture.
+
 [← Back to Home](index.html)

docs/fixtures.md

@@ -0,0 +1,175 @@
+---
+title: Canonical demo fixtures
+---
+
+# Canonical demo fixtures
+
+The exact users, groups, and hosts that should exist on a stack used for
+screenshots or demos, so every future pass seeds the *same* data and a
+screenshot diff only shows what actually changed in the UI — not incidental
+differences in who/what happened to exist that day.
+
+Persona: a single admin/power-user running theta42 across a **big homelab and
+a small business** — mix of self-hosted infra (Proxmox, Pi-hole, Plex) and
+office-y apps (invoicing, helpdesk, wiki) with real department structure.
+
+Domain: `laptop-dev.vm42.us` (real public DNS pointing at this machine — see
+"Domain" below). Update this doc if the domain ever changes again.
+
+## Users
+
+| uid | Name | Department | Password | Notes |
+|---|---|---|---|---|
+| `schen` | Sarah Chen | Engineering | `DemoPass123!` | DevOps lead |
+| `dkim` | David Kim | Engineering | `DemoPass123!` | Backend developer |
+| `ppatel` | Priya Patel | Engineering | `DemoPass123!` | Frontend developer |
+| `mjohnson` | Marcus Johnson | Finance | `DemoPass123!` | Finance manager |
+| `lnguyen` | Linda Nguyen | Finance | `DemoPass123!` | Bookkeeper |
+| `erodriguez` | Emily Rodriguez | Support | `DemoPass123!` | Support lead |
+| `tbaker` | Tom Baker | Support | `DemoPass123!` | Support tech |
+| `jwilson` | James Wilson | Management | `DemoPass123!` | Owner |
+| `svc-monitoring` | — | service account | `ServiceAcct!2024` | Grafana/Prometheus scraping |
+| `svc-backup` | — | service account | `ServiceAcct!2024` | Backup automation |
+
+uidNumbers 5000–5009 in that order. Mail is `<first>.<last>@laptop-dev.vm42.us`
+(service accounts use their uid, e.g. `monitoring@laptop-dev.vm42.us`).
+
+## Groups
+
+`groupOfNames`, owned by `cn=admin,...`, member of the department's users:
+
+- `engineering` — schen, dkim, ppatel
+- `finance` — mjohnson, lnguyen
+- `support` — erodriguez, tbaker
+- `management` — jwilson
+- `app_sso_service_account` (built-in) — svc-monitoring, svc-backup
+
+## Seeding users + groups
+
+```sh
+cd theta-env
+docker cp bootstrap/seed-demo-users.sh sso-manager:/tmp/seed-demo-users.sh
+docker compose exec -T sso-manager bash /tmp/seed-demo-users.sh
+```
+
+Idempotent — re-running skips anything that already exists. If you add a
+fixture below, add it to `bootstrap/seed-demo-users.sh` too and keep the two
+in sync.
+
+## Proxy hosts
+
+All under `*.laptop-dev.vm42.us`. `setup.sh` itself creates the first two
+(sso, proxy) — everything else below is added by hand through Hosts → Add
+host (Proxy UI, currently no seed script — see note at the bottom).
+
+| Host | Target | Auth | Notes |
+|---|---|---|---|
+| `sso` | `sso-manager:3001` | — | created by `setup.sh` |
+| `proxy` | `127.0.0.1:3000` | — | created by `setup.sh` |
+| `jump` | `jump-host:3002` | — | created by `setup.sh` |
+| `proxmox` | `10.0.10.5:8006` (HTTPS) | Basic — realm "Proxmox VE", users `dkim`, `schen` | |
+| `pbs` | `10.0.10.6:8007` (HTTPS) | Basic — realm "Proxmox Backup Server", user `dkim` | |
+| `grafana` | `10.0.10.12:3000` + LB target `10.0.10.13:3000` | SSO — group `engineering` | load-balancing example |
+| `nextcloud` | `10.0.10.20:80` | SSO — any authenticated user | empty allow-lists |
+| `ha` | `10.0.10.30:8123` | Basic — realm "Home Assistant", user `jwilson` | |
+| `jenkins` | `10.0.10.40:8080` | SSO — group `engineering` | |
+| `gitea` | `10.0.10.41:3000` | Off (public) | has its own login |
+| `plex` | `10.0.10.50:32400` | Off (public) | has its own login |
+| `nas` | `10.0.10.60:5001` (HTTPS) | Basic — realm "Synology NAS", user `jwilson` | |
+| `pihole` | `10.0.10.61:80` | Basic — realm "Pi-hole Admin", user `dkim` | |
+| `wiki` | `10.0.10.70:3000` | SSO — any authenticated user | |
+| `invoices` | `10.0.10.80:8000` | SSO — group `finance` | small-business flavor |
+| `helpdesk` | `10.0.10.81:3000` | SSO — group `support` | small-business flavor |
+
+Basic-auth passwords used: `dkim:HomeLab!2024`, `schen:Engineering!24`,
+`jwilson:HomeOwner!24`.
+
+## Domain
+
+`CFG_DOMAIN=laptop-dev.vm42.us` in `setup.env`, real public DNS (CNAME
+through `718it.biz`) that resolves back to this machine. `CFG_LDAPS_HOST`
+is pinned to the LAN IP of the interface holding the default route
+(`ip route get 1.1.1.1`), not just any active interface — this machine had
+two (wifi + USB ethernet) and only one was actually externally reachable
+through the existing port-forward/prod-proxy setup.
+
+A production reverse proxy in front of this host handles TLS/ACME for
+`*.718it.biz`-family domains (to avoid hitting Let's Encrypt's rate limits
+re-provisioning a cert every time this dev stack rebuilds) — if a fresh
+rebuild's Host records don't resolve correctly from the public domain right
+after `setup.sh`, that's the layer to check, not this stack's own nginx/lua
+routing. `curl -sk -D - https://sso.laptop-dev.vm42.us/` from the host
+machine is the fastest way to confirm whether the issue is server-side.
+
+## Known-good login shortcuts
+
+Skip SSO's self-signed-cert dance entirely for admin/screenshot work — every
+app ships a local anti-lockout admin account for exactly this:
+
+```sh
+# SSO Manager admin (bootstrap account, uid "admin")
+node -e "console.log(require('./config/sso-secrets.js').bootstrap.adminPass)"
+
+# Proxy — username proxyadmin2
+node -e "console.log(require('./config/proxy-secrets.js').auth.localAdminPass)"
+
+# Jump-host — username jumpadmin
+node -e "console.log(require('./config/jump-secrets.js').auth.localAdminPass)"
+```
+
+Ports (from `setup.env` — check it, these are operator-configurable):
+SSO `3001`, Proxy management UI `3010` (`MGMT_PORT`), Jump-host `3002`.
+
+A freshly-bootstrapped `admin` account hits the onboarding flow (accept ToS,
+enter a DOB) before the rest of the UI is usable — expect that on a stack
+that was just rebuilt from scratch.
+
+## Jump-host access (SSO Directory resource)
+
+Jump-host's dashboard ("Hosts you can reach") is **not** driven by Proxy's
+Host records — it resolves access via the SSO Manager's own Directory
+(`kind: host` resources), filtered by the logged-in user's LDAP group
+membership. This is a completely separate system from Proxy's HTTP-routing
+hosts above; a Proxy host existing does not make it SSH-reachable through
+jump-host.
+
+For a `dkim`-can-reach-something screenshot, one Directory host resource was
+added:
+
+- **Directory → Add Resource**: name `proxmox-node`, kind `Host`, IP
+  `10.0.10.5`, parent resource `local (site_local)`.
+- **Associated LDAP Groups → `site_local_host_proxmox-node_access` →
+  Members → Add member → `dkim`** (added the individual user directly, not
+  the `engineering` group — the resource's own auto-generated `_access`
+  group's member picker only offers individual users).
+
+To reproduce: repeat those two steps for `proxmox-node` if it's missing, or
+add more Directory host resources the same way for a richer "Hosts you can
+reach" list.
+
+**To screenshot as a real fixture user** (not the `jumpadmin` local
+anti-lockout admin, whose "My hosts" list is always non-empty by virtue of
+infra ownership, not a real access grant): log out, click "Log in with
+Jump" on the login page, and sign in as `dkim` / `DemoPass123!` through the
+real SSO flow. This exercises the actual OIDC redirect through
+`sso.laptop-dev.vm42.us` — by this point in the session it worked cleanly in
+the browser; if it doesn't (stale cookies/redirect loop from an earlier bad
+state), see `docs/screenshots.md` §2 for the fallback.
+
+## What's not yet automated
+
+Proxy hosts are still added by hand (no `seed-demo-hosts.sh` equivalent) —
+the Proxy UI has no simple LDIF-style bulk-import path the way LDAP does, and
+scripting it means either driving the browser or reverse-engineering the
+session-cookie login flow for curl. If this list changes often enough to be
+annoying, that's the next thing worth building — a small node script run via
+`docker compose exec proxy node ...` calling the `Host` model directly,
+mirroring how `setup.sh`'s own step 7 registers the sso/proxy hosts.
+
+## Screenshot workflow
+
+See `docs/screenshots.md` for the full screenshot-capture workflow
+(save-to-disk, where each doc image lives, the app.modal.js browser-cache
+gotcha). Once fixtures match this doc, only re-screenshot pages whose UI
+actually changed since the last pass — the data itself shouldn't be the
+reason a screenshot looks different.

docs/index.md

@@ -4,20 +4,29 @@ title: Home
 description: A unified, one-command SSO Manager + OIDC proxy stack for home labs and small businesses. Wires together a self-hosted identity provider and a reverse proxy with one setup.sh.
 ---
 
-# theta-env
+# Theta suite
 
-The whole theta42 identity + access stack in one repo, brought up with a
-single command — for home labs and small businesses.
+Theta Suite is your one-line solution to replacing fragmented, hard-to-wire
+authentication setups with a unified security stack. It wires together OIDC
+authentication, LDAP user directories, automated host enrollment, and
+centralized secret management in a single command. It eliminates the manual
+configuration friction so you get secure access, auditability, and
+[multi-site](sso/multi-site.html) replication when you need more than one
+location.
 
-It wires together two projects that already work on their own —
-[SSO Manager](https://theta42.github.io/sso-manager-node/) (OIDC provider +
-LDAP directory) and [Proxy](https://theta42.github.io/proxy/) (an
-OIDC-protected reverse proxy that can also look users up directly in LDAP) —
-and automates the fiddly part: registering the proxy as an OIDC client of the
-SSO and pointing it at the right LDAP directory, with hostnames and secrets
-generated from one `setup.env`. An optional third component, the
-[Jump Host](https://theta42.github.io/jump-host/), adds directory-driven SSH
-access to your machines through one public entry point.
+##  Who This Is For
+* **Self-Hosters & Homelab Engineers:** Anyone running local bare metal,
+  Proxmox, or private VPS nodes who wants enterprise-grade OIDC, multi-master
+  LDAP, PAM/SSSD host enrollment, and OpenBao secret management without spending
+  days manually wiring glue code.
+* **Small-to-Medium Businesses (SMBs):** Infrastructure teams that need a
+  unified, directory-driven access plane across both web apps and Linux boxes,
+  but want to bypass per-user SaaS taxes (Okta, Azure AD) and cloud vendor
+  lock-in.
+* **DevOps & Systems Operators:** Engineers who value idempotent, single-command
+  deployments (`./setup.sh`) and need a production-grade baseline supporting
+  zero-trust proxying, SSH jump-host access control, and
+  [multi-site](sso/multi-site.html) replication out of the box.
 
 ## Screenshots
 
@@ -29,44 +38,66 @@ The SSO Manager and the proxy it fronts, both stood up by one `./setup.sh` run:
 
 *(click either screenshot to view full size)*
 
-## Why this over running them separately
-
-Each project works standalone, but they only become useful together once the
-proxy is registered as an OIDC client of the SSO *and* pointed at the SSO's
-LDAP directory — and the domain has to match across half a dozen config
-fields, or logins silently fail. Doing that by hand is fiddly. `setup.sh`
-asks for your domain once, generates both apps' config with it filled in
-everywhere, registers the proxy as an OIDC client automatically, and
-snapshots state before every rebuild.
-
 ## What you get
 
-- **SSO Manager**, fronted by the proxy under TLS — manage users, groups,
-  and OAuth clients.
-- **Proxy** — add the hosts you want to protect with OIDC login.
-- **LDAPS** for direct binds — Linux hosts (PAM/SSSD, sudo, SSH keys) and
-  LDAP-native apps authenticate against the same directory.
-- **SSH Jump Host** *(optional)* — `ssh uid_-_host@jump.<domain>` (WinSCP-friendly)
-  or an interactive picker; access is driven by directory group membership, with
-  a web UI for audit + metrics. Enable with `CFG_JUMP_HOST_ENABLED=true`.
-- **Self-service API tokens** in both apps' UIs, for scripting/CI without a
-  browser session.
-- **Multi-Site Support (Geo-Location Scaling)** — built-in support for N-Way Multi-Master LDAP replication across physical locations.
-- **Multi-target load balancing** — built-in proxy support for round-robin load balancing across multiple application servers.
+- **Unified SSO Manager**: An OpenID Connect (OIDC) provider and OAuth 2.0
+  authorization server fronted by TLS. Includes a web dashboard for managing
+  users, groups, and OAuth apps, plus automated invitation and password reset
+  flows.
+- **Identity-Aware Reverse Proxy**: Intercepts HTTP/HTTPS traffic to protect
+  upstream applications with OIDC login and direct LDAP group authorization,
+  featuring automatic TLS certificate issuance and automated host routing.
+- **Embedded LDAPS Directory**: A bundled OpenLDAP core acting as your single
+  source of truth for POSIX accounts, SSH public keys, and sudo roles. Native
+  apps, legacy infrastructure, and Linux machines authenticate directly over
+  encrypted LDAPS (port 636) or StartTLS.
+- **Hierarchical Directory Group & Permission Model**: Every adopted application
+  and machine automatically inherits dedicated `admin`, `access`, and
+  `capability` groups generated directly from the LDAP directory. These map
+  cleanly to real POSIX groups for fine-grained sudo and SSH privilege controls. 
+  See [Group & Permission Model](GROUPS.html).
+- **Automated Linux Host Enrollment (ldap-client)**: A lightweight host agent
+  that enrolls Linux machines into the central directory. It configures system
+  PAM/SSSD for login, applies sudo policies, distributes SSH public keys, and
+  registers host telemetry in the primary inventory dashboard.
+- **Directory-Driven SSH Jump Host**: A centralized bastion host that routes
+  inbound terminal traffic (`ssh uid_-_host@jump.<domain>`) using active
+    directory group memberships. Supports WinSCP, file transfers, interactive
+    host pickers, and a dedicated audit interface for tracking user sessions and
+    connection metrics.
+- **Central Secrets Engine (OpenBao integration)**: Bootstraps every component
+  against an embedded [OpenBao](https://openbao.org/) instance to load tokens
+  and cryptographic keys at runtime. Provides per-user secret vaults and enables
+  administrators to mint scoped API tokens for external services. See
+  [Secrets](secrets.html).
+- **Self-Service & CI/CD API Tokens**: Granular, personal access token
+  management built directly into the web interface, allowing operators to drive
+  system administration and automation pipelines programmatically without an
+  active browser session.
+- **Multi-Site Geo-Replication**: A master site and any number of spokes join
+  with one key and one URL, staying in sync automatically (no manual LDAP
+  config) — see [Multi-Site (Master/Spoke Join)](sso/multi-site.html). Raw
+  N-Way Multi-Master LDAP replication is also available directly for
+  deployments that want every site independently writable with no
+  master/spoke concept — see [Geo-Location Scaling](sso/replication.html).
+- **Multi-Target Load Balancing**: Native reverse-proxy load balancing that
+  distributes traffic across multiple application backends using customizable
+  health checks and round-robin strategies.
 
 ## Get it
 
 ```bash
-git clone --recursive https://github.com/theta42/theta-env.git
-cd theta-env
+git clone --recursive https://github.com/theta42/theta-suite.git
+cd theta-suite
 cp setup.env.example setup.env     # then edit setup.env: set CFG_DOMAIN to your domain
 ./setup.sh
 ```
 
-You need **Docker** + **Docker Compose**. `./setup.sh` is idempotent — re-run
-any time to converge the stack to `./config/`. For the full config reference,
-architecture, and running each project standalone, see the
-**[GitHub repository](https://github.com/theta42/theta-env)**.
+You need a **Domain**, some **Ports Forwarded**,  **Docker** +
+**Docker Compose**. `./setup.sh` is idempotent — re-run any time to converge the
+stack to `./config/`. For the full config reference, architecture, see the
+**[GitHub repository](https://github.com/theta42/theta-suite#before-you-begin)**
+for a details.
 
 ## Related projects
 
@@ -74,5 +105,7 @@ architecture, and running each project standalone, see the
   provider + LDAP directory this stack runs.
 - **[Proxy](https://theta42.github.io/proxy/)** — the reverse proxy this
   stack runs in front of it.
-- **[Jump Host](https://theta42.github.io/jump-host/)** — the optional SSH jump
-  host this stack can bring up (`CFG_JUMP_HOST_ENABLED=true`).
+- **[Jump Host](https://theta42.github.io/jump-host/)** — the SSH jump
+  host this stack brings up.
+- **[ldap-client](https://theta42.github.io/ldap-client/)** — enrolls Linux
+  hosts into the directory this stack serves.

docs/jump-host/_layouts/default.html

@@ -0,0 +1,82 @@
+<!doctype html>
+<html lang="en">
+<head>
+	<meta charset="utf-8">
+	<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
+	<link rel="icon" type="image/svg+xml" href="{{ '/assets/img/favicon.svg' | relative_url }}">
+
+	{% seo title=false %}
+	<title>{% if page.title %}{{ page.title }} &middot; {% endif %}{{ site.title }}</title>
+
+	<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.3/dist/css/bootstrap.min.css">
+	<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.2/css/all.min.css">
+	<link rel="stylesheet" href="{{ '/assets/css/style.css' | relative_url }}">
+</head>
+<body class="d-flex flex-column min-vh-100">
+
+	<nav class="navbar navbar-expand-md navbar-dark bg-dark fixed-top">
+		<div class="container-fluid px-3">
+			<a class="navbar-brand d-flex align-items-center" href="{{ '/' | relative_url }}">
+				<img src="{{ '/assets/img/theta42.svg' | relative_url }}" height="28" class="me-2" alt="">
+				{{ site.title }}
+			</a>
+			<button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navMain" aria-controls="navMain" aria-expanded="false" aria-label="Toggle navigation">
+				<span class="navbar-toggler-icon"></span>
+			</button>
+			<div class="collapse navbar-collapse justify-content-end" id="navMain">
+				<ul class="navbar-nav">
+					{% for item in site.nav %}
+					<li class="nav-item">
+						{% if item.page %}
+						<a class="nav-link{% if page.url == item.page %} active{% endif %}" href="{{ item.page | relative_url }}">
+							{% if item.icon %}<i class="fa-solid {{ item.icon }}"></i>{% endif %} {{ item.title }}
+						</a>
+						{% else %}
+						<a class="nav-link" href="{{ item.url }}" target="_blank" rel="noopener">
+							{% if item.icon %}<i class="fa-solid {{ item.icon }}"></i>{% endif %} {{ item.title }}
+						</a>
+						{% endif %}
+					</li>
+					{% endfor %}
+				</ul>
+			</div>
+		</div>
+	</nav>
+
+	<main class="flex-grow-1" style="margin-top: 4.5rem;">
+		<div class="container-fluid py-4 py-md-5">
+			<div class="row justify-content-center">
+				<div class="col-12 col-lg-10 col-xl-8">
+					<div class="card shadow-lg">
+						<div class="card-body p-4 p-md-5 site-content">
+							{{ content }}
+						</div>
+					</div>
+				</div>
+			</div>
+		</div>
+	</main>
+
+	<footer class="py-3 bg-dark text-light mt-auto">
+		<div class="container-fluid d-flex flex-wrap justify-content-between align-items-center small gap-2 px-3">
+			<span class="d-flex align-items-center gap-2">
+				<a href="https://theta42.com" target="_blank" rel="noopener">
+					<img width="40" src="{{ '/assets/img/theta42.svg' | relative_url }}" alt="theta42">
+				</a>
+				&copy; {{ 'now' | date: '%Y' }} theta42 &middot;
+				<a href="{{ site.github.repository_url }}/blob/master/LICENSE" target="_blank" rel="noopener" class="text-light">MIT License</a>
+			</span>
+			<span class="d-flex align-items-center gap-3">
+				<a href="{{ site.github.repository_url }}" target="_blank" rel="noopener" class="text-light text-decoration-none">
+					<i class="fa-brands fa-github"></i> GitHub
+				</a>
+				<a href="{{ site.github.repository_url }}/blob/master/CHANGELOG.md" target="_blank" rel="noopener" class="text-light text-decoration-none">
+					<i class="fa-solid fa-list"></i> Changelog
+				</a>
+			</span>
+		</div>
+	</footer>
+
+	<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.3/dist/js/bootstrap.bundle.min.js"></script>
+</body>
+</html>

docs/jump-host/architecture.md

@@ -0,0 +1,122 @@
+---
+layout: default
+title: Architecture
+description: How the jump host authenticates users, resolves reachable hosts from the directory, injects per-user keys, and bridges SSH — plus the web UI and audit model.
+---
+
+# Architecture
+
+The jump host is a Node.js service (using [`ssh2`](https://github.com/mscdex/ssh2)
+as both an SSH **server** and **client**) with two faces: the SSH front door
+(default `:2222`) and a web UI/API (`:3002`). It holds no user database of its
+own — identity, authorization, and onward credentials all come from the shared
+directory.
+
+```
+      ┌────────────────────── jump host ──────────────────────┐
+ ssh  │  ssh2 Server (:2222)                                   │  ssh2 Client
+ ─────┼─▶ 1. authenticate user  ──▶ LDAP (sshPublicKey / bind) │  ───────────▶  downstream
+ user │  2. resolve target      ──▶ SSO /api/discovery         │                sshd (as the
+      │  3. inject key          ──▶ LDAP (add sshPublicKey)    │                real user)
+      │  4. bridge channels ◀───────────────────────────────▶ │
+      │  web UI/API (:3002)  ──▶ audit + metrics (redis)       │
+      └───────────────────────────────────────────────────────┘
+```
+
+## 1. Inbound authentication
+
+When a user connects, the jump host authenticates them against LDAP:
+
+- **Public key** — it looks up the user's `sshPublicKey` values in the directory
+  and matches the offered key (handling ssh2's probe-then-sign two-phase
+  publickey auth). The jump host's *own* injected key (identified by its comment
+  marker) is deliberately excluded from this match — only the jump host may hold
+  that private key, so accepting it inbound would be a bypass.
+- **Password** — an LDAP simple bind as the user's DN. Policy is configurable:
+  `off` (keys only — recommended for a public host), `local` (passwords only
+  from loopback/RFC1918 clients, keys-only from the internet), or `all`.
+
+Every attempt — success or failure, with method and reason — is audited.
+
+## 2. Access & target resolution
+
+The hosts a user may reach are computed from the directory, not a local list:
+
+1. The user's LDAP group memberships (`(&(objectClass=groupOfNames)(member=…))`).
+2. For each group, the SSO's
+   `GET /api/discovery/resources?group=<cn>` (authenticated with an API token),
+   unioned and filtered to `kind: host`.
+
+Each host's dial address is `metadata.ip` (or the hostname from
+`metadata.address`) and port `metadata.sshPort` (default 22). Results are cached
+briefly per user and shared by both the grammar path and the TUI picker.
+
+Target matching tries, in order: exact slug → `host_`-prefixed slug → display
+name → IP → address hostname. A raw IP that isn't an accessible directory host
+is refused unless explicitly allowed.
+
+> The directory auto-creates `<slug>_access` / `<slug>_admin` groups for every
+> host and service (see Theta Directory's
+> [Directory & Inventory](../sso/directory.html)
+> docs), which is exactly what this authorization reads.
+
+## 3. Upstream Authentication (PKI or LDAP Keys) {#upstream-authentication}
+
+To connect downstream *as the user* without asking them for a password, the jump host uses one of two methods (configured in `conf.ssh`):
+
+**Option A: PKI Certificates (Recommended)**
+The jump host securely calls the OpenBao (Vault) SSH Secrets Engine API to request a short-lived (e.g. 5-minute), signed SSH certificate for the target user. 
+- **Zero Touch on Target:** The target host simply trusts the OpenBao CA (`TrustedUserCAKeys /etc/ssh/ca.pub`). No public keys are synced or managed.
+- **Ephemeral:** The certificate expires automatically.
+- **Transparent:** The jump host passes `cert: signedCert` to `ssh2.Client`, authenticating instantly.
+
+**Option B: Legacy LDAP Key Injection**
+If PKI is not configured, the jump host falls back to its legacy method: it holds **one** keypair. On a user's first connection, the jump host appends its own public key to that user's `sshPublicKey` attribute in LDAP (comment-marked) so the downstream host's `AuthorizedKeysCommand` will accept it, then connects with its private key.
+- Idempotent: the key is added once; a redis flag skips the LDAP round-trip afterwards.
+- The jump host's bind account needs **write access** to the `sshPublicKey` attribute.
+- Because the marker key is excluded from inbound auth (step 1), it grants only the jump host's onward path.
+
+## 4. Bridging
+
+Once the upstream connection is ready, the jump host splices SSH channels
+between the two connections:
+
+- **shell / exec** — piped both ways, with window-change and exit-status
+  forwarded.
+- **SFTP subsystem** — the two subsystem channels are raw-piped as opaque bytes;
+  no SFTP protocol parsing is needed, which is why WinSCP and `sftp` work
+  unchanged.
+- Channel requests that arrive before the upstream is ready are buffered and
+  replayed, so nothing is dropped during the connect.
+- The downstream host key's SHA256 fingerprint is recorded in the audit event
+  (trust-on-use in v1).
+
+Byte counts per direction are tallied cheaply for the audit record.
+
+## Web UI, API & audit
+
+An Express + EJS + Bootstrap app on `:3002` — the same front-end stack and
+look/feel as Theta Directory and Theta Proxy. Login is OIDC against the SSO plus a
+local anti-lockout admin (`auth.adminUsers`), with admin access gated by
+`auth.adminGroups`. It exposes:
+
+- `GET /health` — open; `{status, activeSessions, version}`
+- `GET /api/sessions` — active sessions
+- `GET /api/audit?page=&uid=&target=&status=` — the paged audit log
+- `GET /api/metrics` — counters (total, failures, top users/hosts)
+
+Audit events and counters live in redis. Each event captures: user, auth method,
+mode (grammar/picker), target slug/address/port, channel type, client IP,
+success + failure reason, downstream host-key fingerprint, timing, and bytes in/out.
+
+## Where it sits in the stack
+
+- **[Theta Directory](../sso/)** — provides the
+  OpenLDAP directory (users, groups, `sshPublicKey`) and the inventory API this
+  jump host reads.
+- **[ldap-client](https://github.com/theta42/ldap-client)** — enrolls the
+  downstream Linux hosts (SSSD/PAM + `AuthorizedKeysCommand`) that the jump host
+  connects into.
+- **[Theta Proxy](../proxy/)** — fronts the jump host's web UI
+  under TLS.
+- **theta-suite** — wires it all together.

docs/jump-host/assets/css/style.css

@@ -0,0 +1,116 @@
+/* theta42 docs site — shares the in-app dark navbar/footer + card look
+   (Bootstrap 5 + Font Awesome, same as the running apps) rather than a
+   generic Jekyll theme. */
+
+body {
+	background-color: #f4f5f6;
+}
+
+.navbar-brand img {
+	filter: drop-shadow(0 0 2px rgba(0, 0, 0, .4));
+}
+
+.navbar-nav .nav-link.active {
+	color: #fff;
+	font-weight: 600;
+}
+
+/* Markdown content typography, scoped to the card body so it doesn't leak
+   into the nav/footer. */
+.site-content h1:first-child {
+	margin-top: 0;
+}
+
+.site-content h1,
+.site-content h2,
+.site-content h3 {
+	font-weight: 700;
+}
+
+.site-content h2 {
+	margin-top: 2.5rem;
+	padding-bottom: .4rem;
+	border-bottom: 1px solid #e9ecef;
+}
+
+.site-content h3 {
+	margin-top: 1.75rem;
+}
+
+.site-content a {
+	color: #a3671f;
+	text-decoration-color: rgba(163, 103, 31, .35);
+}
+
+.site-content a:hover {
+	color: #8a5a16;
+}
+
+.site-content pre {
+	background-color: #212529;
+	color: #f8f9fa;
+	padding: 1rem 1.25rem;
+	border-radius: .375rem;
+	overflow-x: auto;
+}
+
+.site-content code {
+	color: #a3671f;
+	background-color: #f4f0e8;
+	padding: .15em .4em;
+	border-radius: .25rem;
+	font-size: .875em;
+}
+
+.site-content pre code {
+	color: inherit;
+	background: none;
+	padding: 0;
+}
+
+.site-content table {
+	display: block;
+	overflow-x: auto;
+	width: 100%;
+	border-collapse: collapse;
+	margin: 1.25rem 0;
+}
+
+.site-content table th,
+.site-content table td {
+	border: 1px solid #dee2e6;
+	padding: .5rem .75rem;
+	text-align: left;
+}
+
+.site-content table th {
+	background-color: #f8f9fa;
+}
+
+.site-content blockquote {
+	border-left: 4px solid #C59341;
+	padding: .5rem 1rem;
+	margin: 1.25rem 0;
+	background-color: #f8f6f1;
+	color: #495057;
+}
+
+.site-content img {
+	max-width: 100%;
+	height: auto;
+}
+
+/* Screenshot grids in the markdown use width="49%" inline attrs for a
+   two-up desktop layout -- stack them on narrow screens instead of
+   squeezing to illegibility. */
+@media (max-width: 576px) {
+	.site-content img[width] {
+		width: 100% !important;
+		margin-bottom: .75rem;
+	}
+}
+
+.site-content hr {
+	margin: 2rem 0;
+	border-top: 1px solid #e9ecef;
+}

docs/jump-host/assets/img/favicon.svg

@@ -0,0 +1,17 @@
+<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 100 100">
+  <!-- Background circle -->
+  <circle cx="50" cy="50" r="48" fill="#1a1a1a" stroke="#4a9eff" stroke-width="3"/>
+
+  <!-- Network nodes -->
+  <circle cx="30" cy="30" r="8" fill="#4a9eff"/>
+  <circle cx="70" cy="30" r="8" fill="#4a9eff"/>
+  <circle cx="50" cy="50" r="10" fill="#66b3ff"/>
+  <circle cx="30" cy="70" r="8" fill="#4a9eff"/>
+  <circle cx="70" cy="70" r="8" fill="#4a9eff"/>
+
+  <!-- Connection lines -->
+  <line x1="30" y1="30" x2="50" y2="50" stroke="#4a9eff" stroke-width="2"/>
+  <line x1="70" y1="30" x2="50" y2="50" stroke="#4a9eff" stroke-width="2"/>
+  <line x1="30" y1="70" x2="50" y2="50" stroke="#4a9eff" stroke-width="2"/>
+  <line x1="70" y1="70" x2="50" y2="50" stroke="#4a9eff" stroke-width="2"/>
+</svg>

docs/jump-host/assets/img/theta42.svg

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+  <defs>
+    <linearGradient id="gold-grad" x1="0%" y1="0%" x2="100%" y2="100%">
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+      <stop offset="60%" stop-color="#DFB260" />
+      <stop offset="80%" stop-color="#BC8837" />
+      <stop offset="100%" stop-color="#A36F28" />
+    </linearGradient>
+
+    <linearGradient id="text-grad" x1="0%" y1="100%" x2="100%" y2="0%">
+      <stop offset="0%" stop-color="#FFFFFF" />
+      <stop offset="40%" stop-color="#F5E3B5" />
+      <stop offset="70%" stop-color="#D4A343" />
+      <stop offset="100%" stop-color="#8A5A16" />
+    </linearGradient>
+
+    <filter id="drop-shadow" x="-20%" y="-20%" width="140%" height="140%">
+      <feDropShadow dx="0" dy="8" stdDeviation="6" flood-color="#000000" flood-opacity="0.4"/>
+    </filter>
+  </defs>
+
+  <g filter="url(#drop-shadow)">
+    <g fill="url(#gold-grad)">
+      <path d="M 200,40 
+               C 290,40 350,110 350,200 
+               C 350,290 290,360 200,360 
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+               M 200,75 
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+               C 88,270 130,325 200,325 
+               C 270,325 312,270 312,200 
+               C 312,130 270,75 200,75 Z" 
+            fill-rule="evenodd" />
+      
+      <path d="M 88,190 L 140,190 C 140,190 142,210 140,210 L 88,210 Z" />
+      
+      <path d="M 260,190 L 312,190 C 312,190 310,210 260,210 Z" />
+    </g>
+
+    <text x="200" y="222" 
+          font-family="system-ui, -apple-system, 'Segoe UI', Roboto, Helvetica, Arial, sans-serif" 
+          font-size="78" 
+          font-weight="900" 
+          fill="url(#text-grad)" 
+          text-anchor="middle"
+          letter-spacing="-2">42</text>
+  </g>
+</svg>

docs/jump-host/connecting.md

@@ -0,0 +1,102 @@
+---
+layout: default
+title: Connecting
+description: How to reach downstream hosts through the jump host — the username grammar, the interactive picker, SFTP/WinSCP, and what access you get.
+---
+
+# Connecting
+
+You reach a downstream host two ways: name the target in your username, or log
+in plain and pick it from a menu. Either way you authenticate **once**, to the
+jump host, with your directory credentials.
+
+## The username grammar
+
+```
+{uid}_-_{target}
+```
+
+- `{uid}` — your directory username.
+- `_-_` — the separator (legal in an SSH username everywhere, including WinSCP).
+- `{target}` — the host to reach: a directory **slug** (`host_web01` or just
+  `web01`), the host's **display name**, its **IP**, or the hostname in its
+  directory `address`.
+
+```bash
+ssh alice_-_web01@jump.example.com          # by slug (host_ prefix optional)
+ssh alice_-_10.0.0.10@jump.example.com      # by IP (must be a host you can reach)
+```
+
+If the target matches a host your directory groups grant, you're bridged
+straight to its `sshd` — same as if you'd SSH'd directly, but through the
+audited jump host.
+
+## SFTP / WinSCP / scp
+
+Because the whole route is encoded in the username, file transfer tools that
+only take one connection string work with no extra configuration:
+
+```bash
+sftp -P 2222 alice_-_web01@jump.example.com
+scp -P 2222 file.txt alice_-_web01@jump.example.com:/tmp/
+```
+
+**WinSCP:** set Host name to `jump.example.com`, Port to `2222`, and User name
+to `alice_-_web01`. SFTP is bridged as an opaque byte stream, so all operations
+(browse, upload, download, rename) work normally.
+
+## The interactive picker
+
+Log in with just your username and you get a TUI list of every host you can
+reach:
+
+```bash
+ssh alice@jump.example.com
+```
+
+- **↑ / ↓** move the selection
+- **type** to filter the list incrementally
+- **Enter** connect to the highlighted host
+- **number keys** jump straight to that row
+- **q** or **Ctrl-C** to quit
+
+Pick a host and you're bridged into it. The picker only ever lists hosts your
+directory access allows — it doubles as "what can I reach from here?"
+
+## What you can reach
+
+The set of hosts is computed per login: your LDAP group memberships intersected
+with the SSO directory's hosts (via the `host_<name>_access` groups the
+directory auto-creates for each machine). To get access to a new host, an admin
+adds you to that host's access group in the SSO — nothing on the jump host
+changes.
+
+Targets that don't resolve to a host you're allowed to reach are refused (and
+audited). Raw IPs that aren't a known directory host are denied by default.
+
+
+## Authentication
+
+The jump host authenticates **you** against the directory:
+
+- **Public key** — matched against your `sshPublicKey` entries in LDAP. Use your
+  normal SSH key; the client picks it automatically.
+- **Password** — your directory password (LDAP bind). Password auth is often
+  restricted to local networks or disabled entirely on a public jump host
+  (keys-only) — check with your operator.
+
+You never manage a separate credential for the downstream host: the jump host
+handles onward authentication for you (see
+[Architecture](architecture.html#per-user-key-injection)).
+
+## First connection to a host
+
+The very first time you reach a given downstream host, the jump host provisions
+its access key for you behind the scenes. If that first attempt races the
+directory's key-cache refresh you may see a brief
+
+```
+jump-host: first-time key propagation, retrying…
+```
+
+and it reconnects automatically. Subsequent connections are immediate.

docs/jump-host/index.md

@@ -0,0 +1,91 @@
+---
+layout: default
+title: Home
+description: Theta Gateway — an SSH jump host for theta-suite, giving directory-driven access to every downstream machine you're entitled to from one public host.
+---
+
+# Theta Gateway
+
+The SSH jump host component of [theta-suite](../). Users SSH into **one**
+public host and land on any downstream host they're entitled to —
+authenticated against the shared LDAP directory, authorized from
+[Theta Directory](../sso/)'s inventory graph, and audited end to end.
+
+No per-host accounts, no distributing keys, no VPN. The same people who log in
+to Theta Directory are the people who can reach your machines — and only the
+machines their directory groups grant.
+
+Theta Gateway is deployed as part of theta-suite, alongside
+[Theta Directory](../sso/) and [Theta Proxy](../proxy/) — it isn't installed
+or run on its own. See the [Quickstart](../quickstart.html) to stand up the
+whole stack with one command.
+
+## Screenshots
+
+<a href="images/login.png" target="_blank"><img src="images/login.png" alt="Login" width="49%"></a>
+<a href="images/dashboard.png" target="_blank"><img src="images/dashboard.png" alt="Dashboard" width="49%"></a>
+<a href="images/sessions.png" target="_blank"><img src="images/sessions.png" alt="Active sessions" width="49%"></a>
+<a href="images/audit.png" target="_blank"><img src="images/audit.png" alt="Audit log" width="49%"></a>
+
+*(click any screenshot to view full size)*
+
+## Two ways to connect
+
+**Direct (WinSCP/SFTP-friendly):**
+
+```bash
+ssh alice_-_web01@jump.example.com
+sftp -P 2222 alice_-_web01@jump.example.com
+```
+
+The username grammar is `{uid}_-_{target}` — `target` is a directory host slug
+(with or without the `host_` prefix), a bare hostname, or an IP. One username
+string, no interactive step, so it works cleanly in WinSCP and scripts.
+
+**Interactive picker:**
+
+```bash
+ssh alice@jump.example.com
+```
+
+A plain login shows a TUI list of the hosts you can reach; arrow-key or type to
+filter, Enter to connect.
+
+See **[Connecting](connecting.html)** for the full usage guide.
+
+## Why a jump host (and why this one)
+
+A bastion/jump host is the standard way to give SSH access to internal machines
+through a single audited entry point. What's usually painful is *authorization*
+and *credentials*: who may reach which host, and how the bastion authenticates
+onward without you copying keys everywhere.
+
+Theta Gateway answers both from your directory:
+
+- **Authorization is your directory graph.** The hosts you can reach are the
+  union of your LDAP groups × Theta Directory's inventory (the
+  `host_<name>_access` groups the directory already auto-creates). Add
+  someone to a group; they can reach the host. No bastion-side allow-list to
+  maintain.
+- **Onward auth is automatic.** Theta Gateway holds one key and injects its
+  public half into your `sshPublicKey` on first use, then connects downstream
+  **as you**. Downstream hosts already serve keys from LDAP (via
+  ldap-client's `AuthorizedKeysCommand`), so nothing downstream needs
+  configuring.
+
+## Features
+
+- **Username-grammar routing** (`uid_-_target`) — straight-through to the host,
+  SFTP included (WinSCP works)
+- **Interactive TUI host picker** on plain login, scoped to your access
+- **LDAP inbound auth** — public key or password (keys-only policy recommended
+  for a public host)
+- **Directory-driven access** — reachable hosts come from the Theta Directory
+  inventory, not a static list
+- **Per-user key injection** — no downstream changes, no key distribution
+- **Shell, exec, and SFTP** bridging
+- **[WireGuard mesh routing](mesh.html)** — cross-site network access alongside SSH
+- **Web UI + HTTP API** for auditing and metrics — active sessions, a searchable
+  audit log, per-user/per-host counters
+- **Full audit trail** — who, target, method, result, bytes, duration, and the
+  downstream host-key fingerprint

docs/jump-host/mesh.md

@@ -0,0 +1,64 @@
+---
+layout: default
+title: Gateway Mesh
+---
+
+# Gateway Mesh
+
+Theta Gateway can mesh with other Theta Gateway instances over real
+site-to-site WireGuard tunnels — separate from its [SSH jump
+host](connecting.html) role, and separate from the roaming-client/exit-node
+WireGuard feature (individual peer configs for laptops/phones). This is
+gateway-to-gateway: two sites' networks reaching each other directly.
+
+## Why and when to use this
+
+- **Direct site-to-site networking**, not just SSH. Once two gateways are
+  meshed, hosts behind each can reach each other over the tunnel using the
+  mesh addressing scheme below — not limited to jumping through SSH.
+- **No manual WireGuard config.** Meshing is a join-token exchange; both
+  sides come out with a live, working peer entry for each other
+  automatically.
+- **Works without a kernel WireGuard module.** Prefers in-kernel WireGuard,
+  falls back to the userspace `wireguard-go` implementation automatically —
+  useful for older kernels, some container/cloud images, or hosts where the
+  kernel module isn't available.
+
+## How it works
+
+1. On the gateway you want others to join, mint a join token: **Mesh** page
+   → **Mint a Join Token**. It's single-use and expires in 15 minutes.
+2. On the new gateway, use **Join a Remote Gateway's Mesh**: paste the other
+   gateway's URL and the token.
+3. Both sides now have a live WireGuard peer for each other. The **Meshed
+   Gateways** table shows every peer, its assigned mesh subnet, and when it
+   was last seen.
+
+Each gateway is assigned a **mesh index** (an integer 1–254) the first time
+it either mints a token or is registered by another gateway. That index
+determines its subnet: `172.24.<index>.0/24` for the mesh tunnel itself, plus
+`10.<index>.0.0/16` reserved for that site's own local network — 254 sites is
+the hard ceiling this addressing scheme supports.
+
+## Requirements
+
+- Both gateways need a reachable endpoint (host:port) for the WireGuard
+  handshake — typically the same public host the SSH/web ports are already
+  on, with UDP 51820 reachable.
+- `NET_ADMIN` capability (or equivalent) on the container/host running the
+  gateway, to create the WireGuard interface.
+
+## Connected to directory sync
+
+[Theta Directory's multi-site join](../sso/multi-site.html) (catalog + LDAP
+replication between a master and its spokes) prefers this mesh once it's up:
+a spoke that's registered a mesh IP gets its live resync pushes routed over
+the tunnel instead of the open internet, falling back to its public endpoint
+if the mesh path fails. A spoke with no public IP at all can also register as
+no-inbound (`CFG_SPOKE_NO_INBOUND` in `theta-suite`'s `setup.env`) so the
+master auto-creates a relay route through its own `theta-proxy` — the master
+terminates TLS for that spoke's hostname and relays over this mesh. The mesh
+peering itself (this page) stays a manual step on both sides; directory join
+and relay registration pick up from there. See the [architecture
+spec](https://github.com/theta42/theta-suite/blob/master/docs/MULTI_SITE_SPEC.md)
+for the full detail.

docs/proxy/_layouts/default.html

@@ -0,0 +1,82 @@
+<!doctype html>
+<html lang="en">
+<head>
+	<meta charset="utf-8">
+	<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
+	<link rel="icon" type="image/svg+xml" href="{{ '/assets/img/favicon.svg' | relative_url }}">
+
+	{% seo title=false %}
+	<title>{% if page.title %}{{ page.title }} &middot; {% endif %}{{ site.title }}</title>
+
+	<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.3/dist/css/bootstrap.min.css">
+	<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.2/css/all.min.css">
+	<link rel="stylesheet" href="{{ '/assets/css/style.css' | relative_url }}">
+</head>
+<body class="d-flex flex-column min-vh-100">
+
+	<nav class="navbar navbar-expand-md navbar-dark bg-dark fixed-top">
+		<div class="container-fluid px-3">
+			<a class="navbar-brand d-flex align-items-center" href="{{ '/' | relative_url }}">
+				<img src="{{ '/assets/img/theta42.svg' | relative_url }}" height="28" class="me-2" alt="">
+				{{ site.title }}
+			</a>
+			<button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navMain" aria-controls="navMain" aria-expanded="false" aria-label="Toggle navigation">
+				<span class="navbar-toggler-icon"></span>
+			</button>
+			<div class="collapse navbar-collapse justify-content-end" id="navMain">
+				<ul class="navbar-nav">
+					{% for item in site.nav %}
+					<li class="nav-item">
+						{% if item.page %}
+						<a class="nav-link{% if page.url == item.page %} active{% endif %}" href="{{ item.page | relative_url }}">
+							{% if item.icon %}<i class="fa-solid {{ item.icon }}"></i>{% endif %} {{ item.title }}
+						</a>
+						{% else %}
+						<a class="nav-link" href="{{ item.url }}" target="_blank" rel="noopener">
+							{% if item.icon %}<i class="fa-solid {{ item.icon }}"></i>{% endif %} {{ item.title }}
+						</a>
+						{% endif %}
+					</li>
+					{% endfor %}
+				</ul>
+			</div>
+		</div>
+	</nav>
+
+	<main class="flex-grow-1" style="margin-top: 4.5rem;">
+		<div class="container-fluid py-4 py-md-5">
+			<div class="row justify-content-center">
+				<div class="col-12 col-lg-10 col-xl-8">
+					<div class="card shadow-lg">
+						<div class="card-body p-4 p-md-5 site-content">
+							{{ content }}
+						</div>
+					</div>
+				</div>
+			</div>
+		</div>
+	</main>
+
+	<footer class="py-3 bg-dark text-light mt-auto">
+		<div class="container-fluid d-flex flex-wrap justify-content-between align-items-center small gap-2 px-3">
+			<span class="d-flex align-items-center gap-2">
+				<a href="https://theta42.com" target="_blank" rel="noopener">
+					<img width="40" src="{{ '/assets/img/theta42.svg' | relative_url }}" alt="theta42">
+				</a>
+				&copy; {{ 'now' | date: '%Y' }} theta42 &middot;
+				<a href="{{ site.github.repository_url }}/blob/master/LICENSE" target="_blank" rel="noopener" class="text-light">MIT License</a>
+			</span>
+			<span class="d-flex align-items-center gap-3">
+				<a href="{{ site.github.repository_url }}" target="_blank" rel="noopener" class="text-light text-decoration-none">
+					<i class="fa-brands fa-github"></i> GitHub
+				</a>
+				<a href="{{ site.github.repository_url }}/blob/master/CHANGELOG.md" target="_blank" rel="noopener" class="text-light text-decoration-none">
+					<i class="fa-solid fa-list"></i> Changelog
+				</a>
+			</span>
+		</div>
+	</footer>
+
+	<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.3/dist/js/bootstrap.bundle.min.js"></script>
+</body>
+</html>

docs/proxy/api.md

@@ -0,0 +1,972 @@
+---
+layout: default
+title: API Reference
+description: The proxy's management REST API — hosts, DNS providers, users, groups, and permissions.
+---
+
+# API Documentation
+
+[← Back to Home](index.html)
+
+All API endpoints require authentication unless otherwise noted. Three
+authentication methods are supported:
+
+- **`auth-token` header** — a browser-session token from `POST /api/auth/login`
+  or the OIDC flow (below).
+- **`Authorization: Bearer <token>` header** — a self-service API token (PAT,
+  see [API Tokens](#api-tokens)), for scripts/CI without a browser session.
+- **OIDC (browser)** — if the proxy is configured as an OIDC client of an SSO
+  (`app_oidc__*` / `conf.oidc`, see [DEPLOYMENT.md](https://github.com/theta42/proxy/blob/master/DEPLOYMENT.md)),
+  users can log in via `GET /api/auth/oidc/start` instead of posting a
+  username/password.
+
+The proxy can also be configured as a **direct LDAP client** (`app_ldap__*` /
+`conf.ldap`) for looking up/validating users, independent of the OIDC flow —
+see DEPLOYMENT.md for the full configuration reference.
+
+Authenticated requests also carry **RBAC** (role-based access control):
+global admins can manage everything; other users are scoped to `viewer` or
+`manager` rights on specific domains via [Permissions](#permissions) and
+[Groups](#groups).
+
+Base URL: `https://your-proxy-host.com/api`
+
+---
+
+## Authentication
+
+### Login
+
+**POST** `/api/auth/login`
+
+Authenticate a user and receive an auth token.
+
+```bash
+curl -H "Content-Type: application/json" \
+  -X POST \
+  -d '{"username": "myuser", "password": "mypassword"}' \
+  https://proxy-host.com/api/auth/login
+```
+
+**Responses:**
+- `200` `{"login": true, "token": "027d3964-7d81-4462-a6f9-2c1f9b40b4be", "message": "myuser logged in!"}`
+- `401` `{"name": "LoginFailed", "message": "Invalid Credentials, login failed."}`
+
+### Logout
+
+**ALL** `/api/auth/logout`
+
+Invalidate the current auth token.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X POST \
+  https://proxy-host.com/api/auth/logout
+```
+
+**Responses:**
+- `200` `{"message": "Bye"}`
+
+### OIDC Login (start)
+
+**GET** `/api/auth/oidc/start`
+
+Begin the OIDC authorization-code flow: creates a PKCE + state challenge and
+redirects the browser to the configured SSO's authorize endpoint. Only
+available when `conf.oidc.enabled` is true.
+
+**Query Parameters:**
+- `redirect` - Internal path to return to after login (optional; sanitized to same-origin)
+
+```bash
+curl -i "https://proxy-host.com/api/auth/oidc/start?redirect=/hosts"
+```
+
+**Responses:**
+- `302` Redirect to the SSO's authorization endpoint
+- `404` `{"name": "OidcDisabled", "message": "OIDC login is not enabled."}`
+
+### OIDC Callback
+
+**GET** `/api/auth/oidc/callback`
+
+Redirect target for the SSO after login. Validates the one-time `state`,
+exchanges the authorization `code` for tokens, reads identity from the
+userinfo endpoint, establishes a session, and redirects the browser back to
+the login page with the app's own `auth-token` in a URL fragment.
+
+**Query Parameters:**
+- `code` (required) - Authorization code from the SSO
+- `state` (required) - State value from the `start` step
+
+```bash
+# Not called directly — the SSO redirects the browser here after login.
+```
+
+**Responses:**
+- `302` Redirect to `/login#token=...&redirect=...`
+- `400` `{"name": "OidcCallbackInvalid", "message": "Missing code or state."}` or expired/unknown state
+
+---
+
+## API Tokens
+
+Self-service personal access tokens (PATs) for scripting/CI without a browser
+session. Every endpoint is owner-scoped: a user only sees/manages tokens they
+created. Mounted at `/api/api-token`.
+
+### List API Tokens
+
+**GET** `/api/api-token`
+
+List the current user's API tokens.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/api-token
+```
+
+**Responses:**
+- `200` `{"results": [{"id": "...", "name": "ci", ...}, ...]}`
+
+### Create API Token
+
+**POST** `/api/api-token`
+
+Create a new API token. The raw token string is only returned once, at
+creation.
+
+**Parameters:**
+- `name` (required) - Display name
+- `description` (optional)
+- `expires_in_days` (optional) - `0` or omitted means no expiry
+
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X POST \
+  -d '{"name": "ci", "expires_in_days": 90}' \
+  https://proxy-host.com/api/api-token
+```
+
+**Responses:**
+- `200` `{"results": {...}, "token": "prx_<id>_<secret>", "message": "API token 'ci' created. Save it now — it will not be shown again."}`
+
+### Get API Token
+
+**GET** `/api/api-token/:id`
+
+Get a token's metadata (not the raw secret, which is never stored/returned again).
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/api-token/<id>
+```
+
+**Responses:**
+- `200` `{"results": {...}}`
+- `403` Not your token
+
+### Update API Token
+
+**PUT** `/api/api-token/:id`
+
+Update a token's name/description/expiry.
+
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X PUT \
+  -d '{"name": "ci-updated"}' \
+  https://proxy-host.com/api/api-token/<id>
+```
+
+**Responses:**
+- `200` `{"results": {...}, "message": "API token 'ci-updated' updated."}`
+
+### Delete (Revoke) API Token
+
+**DELETE** `/api/api-token/:id`
+
+Revoke a token immediately.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X DELETE \
+  https://proxy-host.com/api/api-token/<id>
+```
+
+**Responses:**
+- `200` `{"id": "<id>", "message": "API token 'ci' revoked."}`
+
+### Rotate API Token
+
+**POST** `/api/api-token/:id/rotate`
+
+Issue a new secret for an existing token (same id, new raw value shown once).
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X POST \
+  https://proxy-host.com/api/api-token/<id>/rotate
+```
+
+**Responses:**
+- `200` `{"token": "prx_<id>_<new-secret>", "message": "API token 'ci' rotated. Save it — it will not be shown again."}`
+
+---
+
+## Users
+
+All user endpoints require authentication. `GET /me` and `PUT /password`
+(self-service) work for any authenticated user; everything else (listing,
+creating, deleting users, resetting another user's password) requires global
+admin.
+
+### List Users
+
+**GET** `/api/user`
+
+Get list of all users. Admin only.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/user
+```
+
+**Query Parameters:**
+- `detail` - Include full user details (optional)
+
+**Responses:**
+- `200` `{"results": ["user1", "user2"]}`
+- `200` `{"results": [{"username": "user1", ...}, ...]}` (with `?detail=true`)
+- `403` Not an admin
+
+### Get Current User
+
+**GET** `/api/user/me`
+
+Get the currently authenticated user's identity and effective RBAC rights
+(drives the web UI's nav/button gating).
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/user/me
+```
+
+**Responses:**
+- `200` `{"username": "myuser", "groups": [...], "localGroups": [...], "externalGroups": [...], "isAdmin": false, "global": null, "domains": {...}}`
+
+### Create User
+
+**POST** `/api/user`
+
+Create a new local user. Admin only.
+
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X POST \
+  -d '{"username": "newuser", "password": "newpassword"}' \
+  https://proxy-host.com/api/user
+```
+
+**Responses:**
+- `200` User created successfully
+- `403` Not an admin
+- `409` Username already exists
+- `422` `{"name": "ObjectValidateError", "message": ...}` Validation error (also returned for weak passwords)
+
+### Delete User
+
+**DELETE** `/api/user/:username`
+
+Delete a user account. Admin only.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X DELETE \
+  https://proxy-host.com/api/user/olduser
+```
+
+**Responses:**
+- `200` `{"username": "olduser", "results": ...}`
+- `403` Not an admin
+- `404` User not found
+
+### Change Password (Self)
+
+**PUT** `/api/user/password`
+
+Change the password for the currently authenticated user.
+
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X PUT \
+  -d '{"password": "newpassword"}' \
+  https://proxy-host.com/api/user/password
+```
+
+**Responses:**
+- `200` `{"results": ...}` Password changed successfully
+- `422` Weak password rejected by the password policy
+
+### Change Password (Other User)
+
+**PUT** `/api/user/password/:username`
+
+Change the password for another user. Admin only.
+
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X PUT \
+  -d '{"password": "newpassword"}' \
+  https://proxy-host.com/api/user/password/otheruser
+```
+
+**Responses:**
+- `200` `{"results": ...}` Password changed successfully
+- `403` Not an admin
+- `404` User not found
+
+---
+
+## Permissions
+
+RBAC: grants a `viewer` or `manager` role to a user or group, either globally
+or scoped to one domain. Global-admin-only. Mounted at `/api/permission`.
+
+### List Permissions
+
+**GET** `/api/permission`
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/permission
+```
+
+**Responses:**
+- `200` `{"results": [{"id": "...", "subjectType": "user", "subject": "alice", "role": "manager", "scope": "domain", "domain": "example.com", ...}, ...]}`
+
+### List Permission Subjects
+
+**GET** `/api/permission/subjects`
+
+Autocomplete source for the "Subject" field: known usernames plus known group
+names (local groups, groups already used in permissions, and groups from
+`conf.auth.adminGroups` / `conf.auth.groupRoleMap`).
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/permission/subjects
+```
+
+**Responses:**
+- `200` `{"users": ["alice", "bob"], "groups": ["ops", "sre"]}`
+
+### Create Permission
+
+**POST** `/api/permission`
+
+Grant a role to a subject.
+
+**Parameters:**
+- `subjectType` (required) - `user` or `group`
+- `subject` (required) - username or group name
+- `role` (required) - `viewer` or `manager`
+- `scope` (required) - `global` or `domain`
+- `domain` (required if `scope` is `domain`)
+
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X POST \
+  -d '{"subjectType": "user", "subject": "alice", "role": "manager", "scope": "domain", "domain": "example.com"}' \
+  https://proxy-host.com/api/permission
+```
+
+**Responses:**
+- `200` `{"message": "Granted manager to user \"alice\" on example.com.", ...}`
+- `422` Validation error
+
+### Delete Permission
+
+**DELETE** `/api/permission/:id`
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X DELETE \
+  https://proxy-host.com/api/permission/<id>
+```
+
+**Responses:**
+- `200` `{"message": "Permission <id> removed."}`
+
+---
+
+## Groups
+
+Local groups (independent of any SSO/LDAP groups) used as subjects for
+permission grants. Global-admin-only. Mounted at `/api/group`.
+
+### List Groups
+
+**GET** `/api/group`
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/group
+```
+
+**Responses:**
+- `200` `{"results": [{"name": "ops", "members": ["alice", "bob"], ...}, ...]}`
+
+### Create Group
+
+**POST** `/api/group`
+
+**Parameters:**
+- `name` (required)
+- `members` (optional) - array of usernames
+
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X POST \
+  -d '{"name": "ops", "members": ["alice"]}' \
+  https://proxy-host.com/api/group
+```
+
+**Responses:**
+- `200` `{"message": "Group \"ops\" created.", ...}`
+
+### Delete Group
+
+**DELETE** `/api/group/:name`
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X DELETE \
+  https://proxy-host.com/api/group/ops
+```
+
+**Responses:**
+- `200` `{"message": "Group \"ops\" removed."}`
+
+### Add Group Member
+
+**POST** `/api/group/:name/members`
+
+**Parameters:**
+- `username` (required)
+
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X POST \
+  -d '{"username": "bob"}' \
+  https://proxy-host.com/api/group/ops/members
+```
+
+**Responses:**
+- `200` `{"message": "Added \"bob\" to \"ops\".", ...}`
+
+### Remove Group Member
+
+**DELETE** `/api/group/:name/members/:username`
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X DELETE \
+  https://proxy-host.com/api/group/ops/members/bob
+```
+
+**Responses:**
+- `200` `{"message": "Removed \"bob\" from \"ops\".", ...}`
+
+---
+
+## Hosts
+
+Manage proxy host configurations.
+
+### List Hosts
+
+**GET** `/api/host`
+
+Get list of all configured hosts.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/host
+```
+
+**Query Parameters:**
+- `detail` - Include full host details (optional)
+
+**Responses:**
+- `200` `{"results": ["example.com", "*.wildcard.com"]}`
+- `200` `{"results": [{"host": "example.com", "ip": "192.168.1.10", ...}, ...]}` (with `?detail=true`)
+
+### Get Host
+
+**GET** `/api/host/:host`
+
+Get configuration for a specific host.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/host/example.com
+```
+
+**Responses:**
+- `200` `{"item": "example.com", "results": {"host": "example.com", "ip": "192.168.1.10", "targetPort": 8080, ...}}`
+- `404` `{"name": "HostNotFound", "message": "Host does not exists"}`
+
+### Lookup Host
+
+**GET** `/api/host/lookup/:domain`
+
+Test the host lookup algorithm (supports wildcard matching).
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/host/lookup/sub.example.com
+```
+
+**Responses:**
+- `200` `{"string": "sub.example.com", "results": {"host": "*.example.com", ...}}`
+- `200` `{"string": "sub.example.com", "results": null}` (no match)
+
+### Get Lookup Tree
+
+**GET** `/api/host/lookupobj`
+
+Get the internal lookup tree structure (for debugging).
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/host/lookupobj
+```
+
+**Responses:**
+- `200` `{"results": {"com": {"example": {...}}}}`
+
+### Create Host
+
+**POST** `/api/host`
+
+Add a new host configuration.
+
+**Parameters:**
+- `host` (required) - Domain name (e.g., `example.com`, `*.example.com`)
+- `ip` (required) - Target IP address or FQDN
+- `targetPort` (required) - Target port number (1-65535)
+- `forcessl` (optional) - Force HTTPS redirect (default: true)
+- `targetssl` (optional) - Use HTTPS to backend (default: false)
+- `challengeType` (optional) - For wildcards: `DNS-01-wildcard` or `wildcardChild`
+
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X POST \
+  -d '{"host": "example.com", "ip": "192.168.1.10", "targetPort": 8080, "forcessl": true, "targetssl": false}' \
+  https://proxy-host.com/api/host
+```
+
+**Responses:**
+- `200` `{"message": "\"example.com\" added.", "host": "example.com", ...}`
+- `409` `{"name": "HostNameUsed", "message": "Host already exists"}`
+- `422` `{"name": "ObjectValidateError", "message": ...}` Validation error
+
+### Update Host
+
+**PUT** `/api/host/:host`
+
+Update an existing host configuration.
+
+**Parameters:** Same as Create Host (all optional)
+
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X PUT \
+  -d '{"ip": "192.168.1.20", "targetPort": 9000}' \
+  https://proxy-host.com/api/host/example.com
+```
+
+**Responses:**
+- `200` `{"message": "\"example.com\" updated.", ...}`
+- `404` `{"name": "HostNotFound", "message": "Host does not exists"}`
+- `422` Validation error
+
+### Delete Host
+
+**DELETE** `/api/host/:host`
+
+Remove a host configuration.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X DELETE \
+  https://proxy-host.com/api/host/example.com
+```
+
+**Responses:**
+- `200` `{"message": "example.com deleted", ...}`
+- `404` `{"name": "HostNotFound", "message": "Host does not exists"}`
+
+### Clear Host Cache
+
+**DELETE** `/api/host/cache`
+
+Remove all cached wildcard-subdomain host lookups. Cache entries are created on
+demand when a wildcard host serves a subdomain; clearing them forces the next
+request for each subdomain to be resolved fresh through the lookup tree.
+Admin only.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X DELETE \
+  https://proxy-host.com/api/host/cache
+```
+
+**Responses:**
+- `200` `{"message": "Cleared 3 cached hosts.", "count": 3}`
+
+### Renew Wildcard Certificate
+
+**PUT** `/api/host/:host/renew`
+
+Manually trigger wildcard certificate renewal.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X PUT \
+  https://proxy-host.com/api/host/*.example.com/renew
+```
+
+**Responses:**
+- `200` `{"message": "Requesting wildcard cert for *.example.com"}`
+- `404` Host not found
+
+---
+
+## DNS Providers
+
+Manage DNS provider integrations for wildcard SSL certificates.
+
+### List DNS Providers
+
+**GET** `/api/dns`
+
+Get list of configured DNS providers.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/dns
+```
+
+**Query Parameters:**
+- `detail` - Include full provider details (optional)
+
+**Responses:**
+- `200` `{"results": ["provider-id-1", "provider-id-2"]}`
+
+### List Available Provider Types
+
+**OPTIONS** `/api/dns`
+
+Get list of supported DNS provider types and their configuration requirements.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X OPTIONS \
+  https://proxy-host.com/api/dns
+```
+
+**Responses:**
+- `200` `{"results": [{"name": "Cloudflare", "fields": {...}}, {"name": "DigitalOcean", ...}, {"name": "PorkBun", ...}, {"name": "DuckDns", ...}]}`
+
+### Create DNS Provider
+
+**POST** `/api/dns`
+
+Configure a new DNS provider.
+
+**Cloudflare:**
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X POST \
+  -d '{"name": "My Cloudflare", "dnsProvider": "Cloudflare", "token": "your-api-token"}' \
+  https://proxy-host.com/api/dns
+```
+
+**DigitalOcean:**
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X POST \
+  -d '{"name": "My DO", "dnsProvider": "DigitalOcean", "token": "your-api-token"}' \
+  https://proxy-host.com/api/dns
+```
+
+**PorkBun:**
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X POST \
+  -d '{"name": "My PorkBun", "dnsProvider": "PorkBun", "apiKey": "pk_xxx", "secretApiKey": "sk_xxx"}' \
+  https://proxy-host.com/api/dns
+```
+
+**DuckDNS (free):**
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X POST \
+  -d '{"name": "My DuckDNS", "dnsProvider": "DuckDns", "token": "your-duckdns-token", "subdomains": "myhost,myhost2"}' \
+  https://proxy-host.com/api/dns
+```
+
+`subdomains` is a comma-separated list of the subdomains you've registered at
+[duckdns.org](https://www.duckdns.org) (e.g. `myhost` for
+`myhost.duckdns.org`), since DuckDNS has no API to list them for you.
+DuckDNS only supports one A/AAAA record and one TXT record per domain (no
+arbitrary sub-records) — enough for dynamic DNS and DNS-01 wildcard certs.
+
+**Responses:**
+- `200` `{"message": "\"provider-id\" added.", ...}`
+- `422` Validation error or invalid API credentials
+
+### Get DNS Provider
+
+**GET** `/api/dns/:id`
+
+Get a specific DNS provider configuration.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/dns/provider-id
+```
+
+**Responses:**
+- `200` `{"item": "provider-id", "results": {...}}`
+- `404` Provider not found
+
+### Update DNS Provider
+
+**PUT** `/api/dns/:id`
+
+Update DNS provider configuration.
+
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X PUT \
+  -d '{"name": "Updated Name"}' \
+  https://proxy-host.com/api/dns/provider-id
+```
+
+**Responses:**
+- `200` `{"message": "\"provider-id\" updated.", ...}`
+- `404` Provider not found
+
+### Delete DNS Provider
+
+**DELETE** `/api/dns/:id`
+
+Remove a DNS provider and all associated domains.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X DELETE \
+  https://proxy-host.com/api/dns/provider-id
+```
+
+**Responses:**
+- `200` `{"message": "provider-id deleted", ...}`
+- `404` Provider not found
+
+### List Domains
+
+**GET** `/api/dns/domain`
+
+List all domains from all configured providers.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/dns/domain
+```
+
+**Query Parameters:**
+- `detail` - Include full domain details (optional)
+
+**Responses:**
+- `200` `{"results": ["example.com", "test.com"]}`
+
+### Get Domain
+
+**GET** `/api/dns/domain/:domain`
+
+Get details for a specific domain.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/dns/domain/example.com
+```
+
+**Responses:**
+- `200` `{"results": [{"domain": "example.com", "zoneId": "...", ...}]}`
+- `404` Domain not found
+
+### Refresh Domains
+
+**POST** `/api/dns/domain/refresh/:providerId`
+
+Refresh the domain list from a DNS provider's API.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X POST \
+  https://proxy-host.com/api/dns/domain/refresh/provider-id
+```
+
+**Responses:**
+- `200` `{"results": ...}` Updated domain list
+- `404` Provider not found
+
+### Dynamic DNS
+
+A-records kept automatically pointed at this box's public (WAN) IP. All
+`/api/dns/dynamic*` routes are viewer/manager scoped to the record's domain
+(via [Permissions](#permissions)), not admin-only like the rest of `/api/dns`.
+
+#### Get Current Public IP
+
+**GET** `/api/dns/dynamic/ip`
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/dns/dynamic/ip
+```
+
+**Responses:**
+- `200` `{"ip": "203.0.113.5"}`
+
+#### List Dynamic Records
+
+**GET** `/api/dns/dynamic`
+
+Lists records the caller may view (their own/granted domains, or all for admins).
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/dns/dynamic
+```
+
+**Responses:**
+- `200` `{"results": [{"id": "...", "domain": "example.com", "name": "home", "last_status": "ok", ...}, ...]}`
+
+#### Create Dynamic Record
+
+**POST** `/api/dns/dynamic`
+
+Requires `manager` rights on the target domain. Applies the record immediately
+against the current public IP (best-effort — failures are recorded in
+`last_status` and retried by the scheduler).
+
+**Parameters:**
+- `domain` (required)
+- `name` (required) - sub-label, or `@` for the apex
+
+```bash
+curl -H "Content-Type: application/json" \
+  -H "auth-token: your-token-here" \
+  -X POST \
+  -d '{"domain": "example.com", "name": "home"}' \
+  https://proxy-host.com/api/dns/dynamic
+```
+
+**Responses:**
+- `200` `{"message": "\"home.example.com\" added.", ...}`
+- `403` Missing `manager` rights on the domain
+- `422` Validation error
+
+#### Refresh Dynamic Record
+
+**POST** `/api/dns/dynamic/:id/refresh`
+
+Force an immediate refresh of one record against the current public IP.
+Requires `manager` rights on the record's domain.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X POST \
+  https://proxy-host.com/api/dns/dynamic/<id>/refresh
+```
+
+**Responses:**
+- `200` `{"message": "Refreshed \"home.example.com\".", "result": {...}}`
+- `403` Missing `manager` rights on the domain
+
+#### Delete Dynamic Record
+
+**DELETE** `/api/dns/dynamic/:id`
+
+Stop managing a record. Requires `manager` rights on the record's domain.
+Leaves the provider's A record in place at its last value.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  -X DELETE \
+  https://proxy-host.com/api/dns/dynamic/<id>
+```
+
+**Responses:**
+- `200` `{"message": "home.example.com removed.", ...}`
+- `403` Missing `manager` rights on the domain
+
+---
+
+## Certificates
+
+Retrieve SSL certificate information.
+
+### Get Certificate
+
+**GET** `/api/cert/:host`
+
+Get the SSL certificate for a host.
+
+```bash
+curl -H "auth-token: your-token-here" \
+  https://proxy-host.com/api/cert/example.com
+```
+
+**Responses:**
+- `200` Certificate data including `cert_pem`, `fullchain_pem`, `privkey_pem`, expiry information
+- `404` Certificate not found
+
+---
+
+## Error Responses
+
+All endpoints may return the following error responses:
+
+- `401` `{"name": "LoginFailed", "message": "Invalid Credentials, login failed."}` - Authentication required or invalid
+- `404` `{"name": "NotFound", "message": "..."}` - Resource not found
+- `422` `{"name": "ObjectValidateError", "message": [...], "keys": [...]}` - Validation errors
+- `500` Internal server error
+
+## Notes
+
+- All timestamps are in milliseconds since epoch
+- Authenticated endpoints accept either the `auth-token` header (browser
+  session / OIDC login) or an `Authorization: Bearer <token>` API token
+- Host names support wildcards: `*` (single level) and `**` (multi-level)
+- DNS providers are validated on creation - invalid API credentials will be rejected
+- Wildcard certificates are automatically renewed 30 days before expiration

docs/proxy/architecture.md

@@ -0,0 +1,291 @@
+---
+layout: default
+title: Architecture
+description: How the proxy's OIDC client, LDAP client, and OpenResty routing fit together.
+---
+
+# Architecture
+
+[← Back to Home](index.html)
+
+> Looking for a plainer explanation of hosts, HTTPS, or the local
+> permission model instead of internals? See
+> [Hosts & HTTPS](concepts-hosts.html) and
+> [Users, Groups & Permissions](concepts-access.html).
+
+## System Overview
+
+The proxy system consists of three main components working together to provide high-performance reverse proxying with automated SSL management.
+
+```
+┌──────────────────────────────────────────────────────────────┐
+│                         Internet                              │
+└─────────────────────────┬────────────────────────────────────┘
+                          │ HTTPS/HTTP
+                          ▼
+┌──────────────────────────────────────────────────────────────┐
+│                    OpenResty/Nginx                            │
+│  ┌────────────────┐  ┌──────────────┐  ┌─────────────────┐  │
+│  │ SSL Termination│  │ Host Routing │  │ Request Proxying│  │
+│  │ (lua-resty-    │  │ (targetinfo. │  │                 │  │
+│  │  auto-ssl)     │  │  lua)        │  │                 │  │
+│  └────────────────┘  └──────┬───────┘  └─────────────────┘  │
+└────────────┬──────────────────┼───────────────────────────┬──┘
+             │                  │                           │
+     Let's Encrypt       1. Check Redis FIRST          Backend
+       HTTP-01           2. Unix Socket (fallback)    Services
+             │                  │                           │
+             ▼                  ▼                           ▼
+┌──────────────────────┐  ┌──────────────────────────────────┐
+│       Redis          │  │      Node.js Application         │
+│  (Primary Cache)     │  │  ┌──────────────┐  ┌─────────┐  │
+│  - Host configs ◄────┼──┼──┤   Services   │  │ Routes  │  │
+│  - User accounts     │  │  │ - host_lookup│  │ - /api/*│  │
+│  - SSL certs         │  │  │ - scheduler  │  │         │  │
+│  - Auth tokens       │  │  └──────────────┘  └─────────┘  │
+└──────────────────────┘  └─────────┬────────────────────────┘
+                                    │
+                                    ▼
+                          ┌──────────────────────┐
+                          │    DNS Providers     │
+                          │  - Cloudflare        │
+                          │  - DigitalOcean      │
+                          │  - PorkBun           │
+                          │  - DuckDNS (free)    │
+                          │  (DNS-01 challenges) │
+                          └──────────────────────┘
+```
+
+## Component Details
+
+### OpenResty/Nginx (Frontend)
+
+**Responsibilities:**
+- Accept incoming HTTP/HTTPS requests
+- SSL termination using lua-resty-auto-ssl
+- Host-based routing decisions (Redis-first lookup)
+- Proxy requests to backend services
+
+**Key Features:**
+- HTTP-01 ACME challenge handling for automatic SSL
+- Redis-first host lookup with Node.js fallback via Unix socket
+- High-performance event-driven architecture
+- Support for WebSocket connections
+- Continues serving cached hosts even if Node.js is down
+
+**Configuration Files:**
+- `/etc/openresty/nginx.conf` - Main configuration
+- `/etc/openresty/autossl.conf` - Let's Encrypt integration
+- `/etc/openresty/sites-enabled/000-proxy` - Proxy configuration
+- `/usr/local/openresty/lualib/targetinfo.lua` - Host lookup module
+
+### Node.js Application (Backend)
+
+**Responsibilities:**
+- API for host/user/DNS management
+- Wildcard SSL certificate orchestration
+- Host lookup tree maintenance
+- User authentication and authorization
+
+**Directory Structure:**
+```
+nodejs/
+├── bin/www              # Application entry point
+├── conf/                # Configuration (base.js, environment overlays, secrets.js)
+├── controller/          # App-level wiring (pubsub, startup)
+├── migrations/          # One-off Redis data migration scripts
+├── models/              # Data models
+│   ├── host.js          # Host configuration and lookup
+│   ├── auth.js          # Authentication logic
+│   ├── user.js          # User management
+│   └── dns_provider/    # DNS provider implementations
+├── routes/              # API endpoints
+│   ├── host.js          # Host CRUD operations
+│   ├── dns.js           # DNS provider management
+│   ├── user.js          # User management
+│   ├── auth.js          # Authentication (login + OIDC)
+│   ├── permission.js    # RBAC permission management
+│   ├── group.js         # Local group management
+│   └── api_token.js     # Self-service API (PAT) tokens
+├── services/            # Background services
+│   ├── host_lookup.js   # Unix socket server
+│   └── host_scheduler.js # Cert renewal scheduler
+├── middleware/          # Express middleware
+│   └── auth.js          # Authentication middleware
+└── utils/               # Utility modules
+    └── unix_socket_json.js # Unix socket server
+```
+
+### Redis (Data Store)
+
+**ORM:** [model-redis](https://www.npmjs.com/package/model-redis) - A lightweight Redis ORM for Node.js with schema validation, relationships, and automatic key management.
+
+**Stored Data:**
+- Host configurations (domain, IP, port, SSL settings)
+- User accounts and hashed passwords
+- Authentication tokens
+- SSL certificates (for wildcard domains)
+- DNS provider credentials
+- Domain-to-provider mappings
+
+**Key Prefixes:**
+```
+proxy_Host_<hostname>           # Host configuration
+proxy_User_<username>           # User account
+proxy_AuthToken_<token>         # Auth tokens
+proxy_DnsProvider_<id>          # DNS provider
+proxy_Domain_<domain>           # Domain info
+<hostname>:latest               # SSL certificate cache
+```
+
+## Request Flow
+
+### Standard HTTP/HTTPS Request
+
+1. **Client** sends HTTPS request to `app.example.com`
+2. **OpenResty** receives request, terminates SSL
+3. **Lua script** (`targetinfo.lua`) queries **Redis first** for host config
+4. If **found in Redis**, jump to step 7 (Node.js not involved)
+5. If **not in Redis**, Lua queries Node.js via Unix socket as fallback
+6. **Node.js** performs host lookup (supports wildcards), caches result in Redis
+7. **OpenResty** proxies request to backend service using target IP and port
+8. **Response** proxied back to client
+
+**Resilience**: If Node.js goes down, all hosts already cached in Redis continue to work. Only new/uncached hosts will fail until Node.js recovers.
+
+### Wildcard SSL Certificate Request
+
+1. **User** creates wildcard host (`*.example.com`) via API
+2. **Node.js** validates domain has DNS provider configured
+3. **Let's Encrypt** DNS-01 challenge initiated
+4. **DNS provider** API creates TXT record (`_acme-challenge.example.com`)
+5. **Let's Encrypt** validates TXT record
+6. **Certificate** generated and stored in Redis
+7. **DNS provider** cleans up TXT record
+8. **Background scheduler** monitors expiration, renews 30 days before expiry
+
+## Host Lookup Algorithm
+
+The lookup tree enables sophisticated domain matching:
+
+```
+Input: "api.v1.example.com"
+
+Tree Structure:
+{
+  "com": {
+    "example": {
+      "*": {          // Matches api.example.com
+        "#record": {...}
+      },
+      "v1": {
+        "api": {      // Matches api.v1.example.com (exact)
+          "#record": {...}
+        }
+      }
+    }
+  }
+}
+
+Priority: Exact > Single wildcard (*) > Double wildcard (**)
+```
+
+**Wildcard Types:**
+- `example.com` - Exact match only
+- `*.example.com` - Matches `sub.example.com` (single level)
+- `**.example.com` - Matches any depth (`sub.deep.example.com`)
+- `api.*.example.com` - Matches `api.v1.example.com`, `api.v2.example.com`
+
+## Security Architecture
+
+### Authentication Flow
+
+1. User sends credentials to `/api/auth/login`
+2. Credentials validated against stored hash (bcrypt)
+3. Token generated and stored in Redis with TTL
+4. Token returned to client
+5. Subsequent requests include token in `auth-token` header
+6. Middleware validates token before processing request
+
+### SSL Certificate Security
+
+- **Private keys** stored only in Redis (memory/disk based on config)
+- **Fallback certificates** used when SNI unavailable
+- **Let's Encrypt** rate limiting respected
+- **DNS provider credentials** marked as `isPrivate` (not returned in API)
+
+### Unix Socket Communication
+
+- Socket file: `/var/run/proxy_lookup.socket`
+- Permissions: `777` (container-safe, single-use deployment)
+- Protocol: JSON over Unix stream socket
+- Buffer handling: Accumulates partial messages until complete JSON
+
+## Performance Optimizations
+
+### Caching Strategy
+
+The system uses a multi-tier caching approach:
+
+1. **Redis (L1 Cache)** - OpenResty checks Redis FIRST for every request
+   - Primary host configuration storage
+   - Survives Node.js restarts/failures
+   - Shared across all OpenResty workers
+
+2. **Node.js Lookup Tree (L2 Cache)** - In-memory host lookup with wildcard matching
+   - Only queried when Redis has no entry
+   - Rebuilt automatically when hosts change
+   - Supports complex wildcard resolution
+
+3. **Wildcard Parent Caching** - Resolved wildcard matches stored back to Redis
+   - Subsequent requests to `api.example.com` hit Redis directly
+   - No repeated wildcard resolution needed
+
+### Unix Socket vs HTTP API
+
+Unix socket chosen over HTTP for host lookups:
+- **Lower latency** - No TCP overhead
+- **Higher throughput** - No HTTP parsing
+- **Simpler** - Direct JSON communication
+- **Secure** - Filesystem permissions, no network exposure
+
+## Scalability Considerations
+
+### Current Architecture
+
+- **Single instance** - OpenResty + Node.js + Redis on one server
+- **Vertical scaling** - Add CPU/RAM as needed
+- **Limitations** - Unix socket ties OpenResty to Node.js on same host
+
+### Future Scaling Options
+
+- **Redis cluster** - Distribute data storage
+- **Multiple OpenResty instances** - Load balance incoming requests
+- **Stateless Node.js** - Run multiple API instances
+- **Replace Unix socket** - Use TCP/HTTP for cross-host communication
+- **Separate cert management** - Dedicated service for wildcard SSL
+
+## Monitoring and Observability
+
+### Logs
+
+- **OpenResty**: `/var/log/nginx/access.log`, `/var/log/nginx/error.log`
+- **Node.js**: `journalctl -u proxy.service`
+- **Redis**: `redis-cli MONITOR`
+
+### Health Checks
+
+- Node.js API: `curl http://localhost:3000/api/host`
+- Redis: `redis-cli PING`
+- OpenResty: `systemctl status openresty`
+- Unix socket: `ls -la /var/run/proxy_lookup.socket`
+
+### Metrics to Monitor
+
+- Request rate and response times
+- SSL certificate expiration dates
+- Redis memory usage
+- Host lookup cache hit rate
+- Background service execution times
+
+[← Back to Home](index.html)

docs/proxy/assets/css/style.css

@@ -0,0 +1,116 @@
+/* theta42 docs site — shares the in-app dark navbar/footer + card look
+   (Bootstrap 5 + Font Awesome, same as the running apps) rather than a
+   generic Jekyll theme. */
+
+body {
+	background-color: #f4f5f6;
+}
+
+.navbar-brand img {
+	filter: drop-shadow(0 0 2px rgba(0, 0, 0, .4));
+}
+
+.navbar-nav .nav-link.active {
+	color: #fff;
+	font-weight: 600;
+}
+
+/* Markdown content typography, scoped to the card body so it doesn't leak
+   into the nav/footer. */
+.site-content h1:first-child {
+	margin-top: 0;
+}
+
+.site-content h1,
+.site-content h2,
+.site-content h3 {
+	font-weight: 700;
+}
+
+.site-content h2 {
+	margin-top: 2.5rem;
+	padding-bottom: .4rem;
+	border-bottom: 1px solid #e9ecef;
+}
+
+.site-content h3 {
+	margin-top: 1.75rem;
+}
+
+.site-content a {
+	color: #a3671f;
+	text-decoration-color: rgba(163, 103, 31, .35);
+}
+
+.site-content a:hover {
+	color: #8a5a16;
+}
+
+.site-content pre {
+	background-color: #212529;
+	color: #f8f9fa;
+	padding: 1rem 1.25rem;
+	border-radius: .375rem;
+	overflow-x: auto;
+}
+
+.site-content code {
+	color: #a3671f;
+	background-color: #f4f0e8;
+	padding: .15em .4em;
+	border-radius: .25rem;
+	font-size: .875em;
+}
+
+.site-content pre code {
+	color: inherit;
+	background: none;
+	padding: 0;
+}
+
+.site-content table {
+	display: block;
+	overflow-x: auto;
+	width: 100%;
+	border-collapse: collapse;
+	margin: 1.25rem 0;
+}
+
+.site-content table th,
+.site-content table td {
+	border: 1px solid #dee2e6;
+	padding: .5rem .75rem;
+	text-align: left;
+}
+
+.site-content table th {
+	background-color: #f8f9fa;
+}
+
+.site-content blockquote {
+	border-left: 4px solid #C59341;
+	padding: .5rem 1rem;
+	margin: 1.25rem 0;
+	background-color: #f8f6f1;
+	color: #495057;
+}
+
+.site-content img {
+	max-width: 100%;
+	height: auto;
+}
+
+/* Screenshot grids in the markdown use width="49%" inline attrs for a
+   two-up desktop layout -- stack them on narrow screens instead of
+   squeezing to illegibility. */
+@media (max-width: 576px) {
+	.site-content img[width] {
+		width: 100% !important;
+		margin-bottom: .75rem;
+	}
+}
+
+.site-content hr {
+	margin: 2rem 0;
+	border-top: 1px solid #e9ecef;
+}

docs/proxy/assets/img/favicon.svg

@@ -0,0 +1,17 @@
+<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 100 100">
+  <!-- Background circle -->
+  <circle cx="50" cy="50" r="48" fill="#1a1a1a" stroke="#4a9eff" stroke-width="3"/>
+
+  <!-- Network nodes -->
+  <circle cx="30" cy="30" r="8" fill="#4a9eff"/>
+  <circle cx="70" cy="30" r="8" fill="#4a9eff"/>
+  <circle cx="50" cy="50" r="10" fill="#66b3ff"/>
+  <circle cx="30" cy="70" r="8" fill="#4a9eff"/>
+  <circle cx="70" cy="70" r="8" fill="#4a9eff"/>
+
+  <!-- Connection lines -->
+  <line x1="30" y1="30" x2="50" y2="50" stroke="#4a9eff" stroke-width="2"/>
+  <line x1="70" y1="30" x2="50" y2="50" stroke="#4a9eff" stroke-width="2"/>
+  <line x1="30" y1="70" x2="50" y2="50" stroke="#4a9eff" stroke-width="2"/>
+  <line x1="70" y1="70" x2="50" y2="50" stroke="#4a9eff" stroke-width="2"/>
+</svg>

docs/proxy/assets/img/theta42.svg

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+<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 400 400" width="100%" height="100%">
+  <defs>
+    <linearGradient id="gold-grad" x1="0%" y1="0%" x2="100%" y2="100%">
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+      <stop offset="60%" stop-color="#DFB260" />
+      <stop offset="80%" stop-color="#BC8837" />
+      <stop offset="100%" stop-color="#A36F28" />
+    </linearGradient>
+
+    <linearGradient id="text-grad" x1="0%" y1="100%" x2="100%" y2="0%">
+      <stop offset="0%" stop-color="#FFFFFF" />
+      <stop offset="40%" stop-color="#F5E3B5" />
+      <stop offset="70%" stop-color="#D4A343" />
+      <stop offset="100%" stop-color="#8A5A16" />
+    </linearGradient>
+
+    <filter id="drop-shadow" x="-20%" y="-20%" width="140%" height="140%">
+      <feDropShadow dx="0" dy="8" stdDeviation="6" flood-color="#000000" flood-opacity="0.4"/>
+    </filter>
+  </defs>
+
+  <g filter="url(#drop-shadow)">
+    <g fill="url(#gold-grad)">
+      <path d="M 200,40 
+               C 290,40 350,110 350,200 
+               C 350,290 290,360 200,360 
+               C 110,360 50,290 50,200 
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+               C 312,130 270,75 200,75 Z" 
+            fill-rule="evenodd" />
+      
+      <path d="M 88,190 L 140,190 C 140,190 142,210 140,210 L 88,210 Z" />
+      
+      <path d="M 260,190 L 312,190 C 312,190 310,210 260,210 Z" />
+    </g>
+
+    <text x="200" y="222" 
+          font-family="system-ui, -apple-system, 'Segoe UI', Roboto, Helvetica, Arial, sans-serif" 
+          font-size="78" 
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+          fill="url(#text-grad)" 
+          text-anchor="middle"
+          letter-spacing="-2">42</text>
+  </g>
+</svg>

docs/proxy/concepts-access.md

@@ -0,0 +1,75 @@
+---
+layout: default
+title: Users, Groups & Permissions
+description: A plain-language guide to local admin accounts, groups, and the domain-scoped permission model in theta42/proxy.
+---
+
+# Users, Groups & Permissions
+
+This page explains, in plain language, who can manage what in this app. For
+the deeper system-design detail, see [Architecture](architecture.html).
+
+## Two different ways to log in
+
+Most people who use apps you've proxied through this app never see this
+app's own login at all — they use whatever authentication you set up on
+the *individual host* (basic auth, or single sign-on through your SSO
+Manager). This page is about a different, smaller group: the people who
+manage the proxy itself — adding hosts, registering DNS providers, and so
+on.
+
+There are two ways someone gets into the proxy's own management UI:
+
+- **A local account**, created on the **Users** page — a username and
+  password specific to this app.
+- **Single sign-on**, if you've connected this proxy to Theta Directory (or
+  another OIDC provider) — the same login your other connected apps use.
+
+Either way, once logged in, what they're actually *allowed to do* here is
+controlled by permissions, described below.
+
+## Groups
+
+A **group** here is just a named list of local usernames, used to grant
+the same permission to several people at once instead of one at a time.
+If you're using SSO instead of local accounts, group membership normally
+comes from your identity provider instead — local groups exist mainly for
+the local-account case.
+
+## Permissions: scope + role
+
+Each **permission** entry grants one subject (a user or a group) one
+**role**, at one **scope** — the two are independent choices:
+
+**Scope** — *where* the role applies:
+
+- **Domain** — only hosts under one specific domain (e.g. someone can
+  manage everything under `example.com`, but can't see or touch a
+  completely different domain you also proxy).
+- **Global** — everywhere, across every domain this proxy manages.
+
+**Role** — *what* they can do within that scope:
+
+- **Viewer** — read-only. Can see hosts and their settings, but not
+  change anything.
+- **Manager** — full control over hosts (create, edit, delete) within
+  that scope.
+- **Admin** — same host control as Manager, **plus**, but *only when
+  granted at Global scope*, the ability to manage other people's
+  permissions, DNS providers, and local user accounts. An Admin role
+  granted at Domain scope instead of Global behaves exactly like Manager
+  for that one domain — it does not unlock those extra admin-only pages.
+
+In practice: give someone **Manager** on just the domain(s) they're
+responsible for to delegate day-to-day host management without handing
+them the keys to everything. Reserve **Global Admin** for people who
+should be able to change anything, anywhere, including who else has
+access.
+
+## Want more detail?
+
+This page doesn't cover the exact permission-checking implementation or
+how SSO group membership maps into this system internally — for that, see
+[Architecture](architecture.html).
+
+[← Back to Home](index.html)

docs/proxy/concepts-api-tokens.md

@@ -0,0 +1,60 @@
+---
+layout: default
+title: API Tokens
+description: A plain-language guide to personal access tokens in theta42/proxy.
+---
+
+# API Tokens
+
+This page explains what an API token is and when you'd want one. For the
+full list of API endpoints a token can call, see the
+[API reference](api.html).
+
+## What's an API token, in plain terms?
+
+Normally, you interact with this app by logging in through a web browser.
+An **API token** (also called a personal access token, or PAT) is an
+alternative way in — a long, random string that a script, a scheduled job,
+or another program can use instead of a username and password, to act on
+your behalf without a human typing a login in each time.
+
+If you've ever set up a script to talk to GitHub, GitLab, or a similar
+service using a "token" instead of your real password, this is the same
+idea.
+
+## When would you actually need one?
+
+Most people never need to create one of these — you'll only want a token
+if you're automating something, for example:
+
+- A script that registers or updates hosts automatically (say, spinning up
+  a new service and wanting the proxy entry created for it without a
+  manual step).
+- A monitoring or backup job that checks this app's health via its API.
+- A configuration-management tool that keeps your host list in sync with
+  something else.
+
+If you're not doing any of that, you don't need an API token — just log in
+normally through the web UI.
+
+## How it works
+
+Create a token from your Profile page, give it a name so you remember what
+it's for later, and optionally an expiry. You'll be shown the token's
+value **exactly once** — copy it somewhere safe immediately, because it
+can't be viewed again afterward (only revoked or rotated). Whatever script
+or tool you're using it with sends it along with each request, the same
+way a browser sends your login session.
+
+A token acts **as you**, with **your** [permissions](concepts-access.html)
+— if you're only a Manager on one domain, a token you create can't touch
+any other domain either. If you ever suspect a token has leaked (ended up
+somewhere it shouldn't have, like a public script or log file), revoke it
+immediately from your Profile page; it stops working right away.
+
+## Want more detail?
+
+This page doesn't attempt to list every API endpoint or show request/
+response examples — for that, see the full [API reference](api.html).
+
+[← Back to Home](index.html)

docs/proxy/concepts-dns.md

@@ -0,0 +1,49 @@
+---
+layout: default
+title: DNS Providers
+description: A plain-language guide to why theta42/proxy needs a DNS provider, and only for wildcard certificates.
+---
+
+# DNS Providers
+
+This page explains, in plain language, what a "DNS provider" is for in this
+app and when you actually need one. For setup steps, see
+[Installation](installation.html).
+
+## Do you need this at all?
+
+**Only if you want a [wildcard host](concepts-hosts.html)** (something like
+`*.example.com` covering every subdomain with one certificate). A normal,
+single-name host doesn't need a DNS provider configured at all — skip this
+page entirely if that's all you're setting up.
+
+## Why a wildcard cert needs this extra step
+
+To prove you actually own `example.com` before issuing a certificate that
+covers *every* possible subdomain of it, Let's Encrypt needs to see a
+specific, temporary DNS record appear on that domain — something only the
+real owner of the domain could add. A normal single-host certificate
+doesn't need this because it can prove ownership a simpler way (by
+responding to a web request instead).
+
+So: to get a wildcard certificate, this app needs to be able to add (and
+later remove) that one temporary DNS record on your domain automatically,
+which means it needs your domain registrar or DNS host's API credentials —
+that's what registering a **DNS provider** here does.
+
+## What you're actually giving it access to
+
+A DNS provider entry only needs enough access to add/remove TXT records —
+it's not given your registrar account's full login, and it can't do
+anything to your domain besides that one narrow task (and, for some
+providers, keeping a dynamic A record updated if you use that feature
+separately). Check your specific provider's page in the
+[Installation guide](installation.html) for exactly what kind of
+credential to generate and how narrowly you can scope it.
+
+## Want more detail?
+
+For exact setup steps per provider (Cloudflare, DigitalOcean, Porkbun,
+DuckDNS, etc.), see [Installation](installation.html).
+
+[← Back to Home](index.html)

docs/proxy/concepts-hosts.md

@@ -0,0 +1,81 @@
+---
+layout: default
+title: Hosts & HTTPS
+description: A plain-language guide to hosts, HTTPS certificates, and wildcards in theta42/proxy.
+---
+
+# Hosts & HTTPS
+
+This page explains, in plain language, what a "host" is and how this app
+gets you working HTTPS without you having to think about certificates. For
+the deeper system-design detail, see [Architecture](architecture.html); for
+step-by-step setup, see [Installation](installation.html).
+
+## What's a "host"?
+
+A **host** is one entry telling the proxy: "when someone requests *this*
+public address, send them to *that* server." For example: requests for
+`photos.example.com` get sent to the little box in your closet running your
+photo app on port 8080. Each app or service you want to reach from outside
+your network — a home automation dashboard, a media server, this proxy's
+own management UI — gets its own host entry.
+
+Two settings on a host are easy to mix up:
+
+- **Incoming host name** — the public address people type in their
+  browser (`photos.example.com`).
+- **Target IP/port** — where the proxy actually sends the request behind
+  the scenes (`10.0.0.5:8080`, or a hostname like `photo-server`).
+
+Everything else on the host form (traffic limits, access rules,
+authentication) is optional — a bare host with just those two fields
+already works.
+
+## HTTPS certificates: mostly automatic
+
+Every public website needs an HTTPS certificate so browsers show the lock
+icon instead of a scary warning. This app gets one for you automatically
+from [Let's Encrypt](https://letsencrypt.org) the first time a host is
+actually requested — you don't manually request, install, or renew
+anything for a normal host. This happens behind the scenes using a method
+called **HTTP-01**, and it's the default for every new host.
+
+## Wildcards: one certificate for a whole family of hosts
+
+Sometimes you want *every* subdomain under one name to work — `app1.`,
+`app2.`, `anything.example.com` — without registering each one by hand and
+waiting for its own certificate. That's what a **wildcard** host does: a
+single host entry named `*.example.com` gets one certificate that covers
+the whole family at once. Setting one up needs one extra piece of
+information the automatic method above doesn't need — see
+[DNS Providers](concepts-dns.html) for why.
+
+Once a wildcard exists, you have two ways to actually use it:
+
+- **Register nothing else, and turn on "Match any subdomain"** on the
+  wildcard host itself — *any* subdomain that doesn't already have its own
+  entry gets automatically routed to the wildcard's target the first time
+  it's requested. Convenient, but it means literal typos and random scan
+  traffic get routed too, not just the subdomains you meant to use.
+- **Register each subdomain as its own host, as a "Parent Wildcard"
+  child** — more setup, but each subdomain can point at a different
+  target/server while still reusing the one wildcard certificate instead
+  of getting its own. This is the recommended default and is what
+  "Match only subdomains defined here" (the host form's default) does.
+
+You'll see the **"Parent Wildcard"** option light up automatically on the
+host form whenever the name you're entering already has a matching
+wildcard available to reuse — including the wildcard's own bare base
+domain (e.g. `example.com` itself, not just `something.example.com`).
+
+## Load Balancing
+
+If you have multiple servers running the same application, you can load balance traffic across them. When editing a host, you can specify **Additional Targets** (one `IP:port` per line). The proxy will automatically distribute incoming requests across your primary target and all additional targets using a round-robin strategy, providing simple high availability and load distribution without extra configuration.
+
+## Want more detail?
+
+This page skips the system-internals (Redis, OpenResty, the lookup service)
+and the exact install steps. For those, see
+[Architecture](architecture.html) and [Installation](installation.html).
+
+[← Back to Home](index.html)

docs/proxy/contributing.md

@@ -0,0 +1,344 @@
+---
+layout: default
+title: Contributing
+description: How to contribute to the proxy — dev setup, tests, and code conventions.
+---
+
+# Contributing Guide
+
+[← Back to Home](index.html)
+
+Thank you for considering contributing to the Proxy project! This guide will help you get started.
+
+## Development Setup
+
+### Prerequisites
+
+- Node.js 18+ (18.x, 20.x, or 22.x recommended)
+- Redis server
+- Git
+
+### Local Development
+
+1. **Clone the repository**
+   ```bash
+   git clone https://github.com/theta42/proxy.git
+   cd proxy/nodejs
+   ```
+
+2. **Install dependencies**
+   ```bash
+   npm install
+   ```
+
+3. **Start Redis** (if not already running)
+   ```bash
+   redis-server
+   ```
+
+4. **Run in development mode**
+   ```bash
+   npm run dev
+   ```
+
+   This starts the Node.js API with nodemon for auto-reload on file changes.
+
+5. **Access the API**
+   - API: `http://localhost:3000/api`
+   - Web UI: `http://localhost:3000`
+
+## Testing
+
+The project uses Node.js built-in test runner (requires Node 18+).
+
+### Running Tests
+
+```bash
+# Run all tests
+npm test
+
+# Run only unit tests
+npm run test:unit
+
+# Run only integration tests
+npm run test:integration
+
+# Watch mode for development
+npm run test:watch
+```
+
+### Test Structure
+
+```
+test/
+├── unit/                       # Unit tests for isolated components
+│   ├── basicauth.test.js
+│   ├── callback_queue.test.js
+│   ├── dynamic_record.test.js
+│   ├── host_features.test.js
+│   ├── host_lookup.test.js
+│   ├── hostname_validate.test.js
+│   ├── host_sso.test.js
+│   ├── oidc.test.js
+│   ├── password_policy.test.js
+│   ├── roles.test.js
+│   ├── safe_redirect.test.js
+│   ├── unix_socket.test.js
+│   └── wildcard_matchany.test.js
+├── integration/                # Integration tests
+│   └── dns_provider.test.js
+└── helpers/                    # Test utilities
+    └── dns_provider_contract.js
+```
+
+### Writing Tests
+
+We test **custom logic**, not third-party libraries:
+
+**DO test:**
+- Host lookup algorithm
+- Socket buffering logic
+- DNS provider contracts
+- Custom utility functions
+
+**DON'T test:**
+- Express.js routing
+- Redis ORM
+- External DNS APIs (use mocks instead)
+
+### Adding DNS Provider Tests
+
+When adding a new DNS provider, you **must** add contract tests:
+
+```javascript
+describe('NewProvider Provider', () => {
+    const NewProvider = require('../../models/dns_provider/newprovider');
+
+    test('should meet DNS provider contract', () => {
+        const mockCredentials = {api_key: 'mock-key'};
+        const instance = validateDnsProviderContract(NewProvider, mockCredentials);
+        assert.ok(instance);
+    });
+
+    test('should have valid method signatures', () => {
+        const instance = new NewProvider({api_key: 'mock'});
+        validateMethodSignatures(instance);
+    });
+
+    test('should validate key mapping', () => {
+        const instance = new NewProvider({api_key: 'mock'});
+        validateKeyMapping(instance);
+    });
+
+    test('should validate type checking', () => {
+        const instance = new NewProvider({api_key: 'mock'});
+        validateTypeChecking(instance);
+    });
+});
+```
+
+See `test/integration/dns_provider.test.js` for examples.
+
+## Code Style
+
+### General Guidelines
+
+- Use strict mode: `'use strict';`
+- Use tabs for indentation
+- Clear, descriptive variable names
+- Comment complex logic
+- No trailing whitespace
+
+### File Organization
+
+```javascript
+'use strict';
+
+// 1. Node.js built-ins
+const fs = require('fs');
+const path = require('path');
+
+// 2. Third-party modules
+const express = require('express');
+const redis = require('redis');
+
+// 3. Local modules
+const {Host} = require('./models');
+const middleware = require('./middleware/auth');
+
+// 4. Code...
+```
+
+### Naming Conventions
+
+- Classes: `PascalCase`
+- Functions: `camelCase`
+- Constants: `UPPER_SNAKE_CASE`
+- Private methods: `__privateMethod` (double underscore prefix)
+
+## Project Structure
+
+Understanding the codebase:
+
+```
+nodejs/
+├── conf/                # Configuration (base.js, environment overlays, secrets.js)
+├── controller/          # App-level wiring (pubsub, startup)
+├── migrations/          # One-off Redis data migration scripts
+├── models/              # Data models (Host, User, DNS providers)
+├── routes/              # API route handlers
+├── services/            # Background services (lookup, scheduler)
+├── middleware/          # Express middleware
+├── utils/               # Utility functions
+├── public/              # Static web assets
+├── views/               # EJS templates
+└── test/                # Test suite
+```
+
+## Pull Request Process
+
+### Before Submitting
+
+1. **Run tests** - Ensure all tests pass
+   ```bash
+   npm test
+   ```
+
+2. **Test locally** - Verify your changes work
+   ```bash
+   npm run dev
+   ```
+
+3. **Update documentation** - Keep docs in sync with code changes
+
+4. **Commit messages** - Use clear, descriptive messages
+   ```
+   Add DNS provider for Route53
+
+   - Implement Route53 DNS API client
+   - Add contract tests for Route53
+   - Update documentation with Route53 setup
+   ```
+
+### Submitting a PR
+
+1. **Fork the repository**
+
+2. **Create a feature branch**
+   ```bash
+   git checkout -b feature/my-new-feature
+   ```
+
+3. **Make your changes**
+
+4. **Commit your changes**
+   ```bash
+   git add .
+   git commit -m "Description of changes"
+   ```
+
+5. **Push to your fork**
+   ```bash
+   git push origin feature/my-new-feature
+   ```
+
+6. **Open a Pull Request** on GitHub
+
+### PR Requirements
+
+- All tests must pass (CI/CD runs automatically)
+- Tests run on Node.js 18.x, 20.x, and 22.x
+- No merge conflicts with `master`
+- Code follows project conventions
+- New features include tests
+- Documentation updated if needed
+
+### CI/CD Process
+
+When you open a PR:
+1. GitHub Actions automatically runs tests
+2. Tests execute on multiple Node.js versions
+3. PR cannot be merged until all checks pass
+4. Review from maintainers
+5. Merge to master
+
+## Data Models
+
+The project uses [model-redis](https://www.npmjs.com/package/model-redis) as the ORM for Redis data storage. All models extend the `Table` class and use a declarative schema via `_keyMap`.
+
+**Example Model:**
+```javascript
+const Table = require('../utils/redis_model');
+
+class Host extends Table {
+    static _key = 'host';  // Primary key field
+    static _keyMap = {
+        'host': {isRequired: true, type: 'string', min: 3, max: 500},
+        'ip': {isRequired: true, type: 'string', min: 3, max: 500},
+        'targetPort': {isRequired: true, type: 'number', min: 0, max: 65535},
+        'forcessl': {default: true, type: 'boolean'},
+        'created_on': {default: () => Date.now(), type: 'number'}
+    };
+}
+```
+
+**Learn more:** [model-redis documentation](https://www.npmjs.com/package/model-redis)
+
+## Adding Features
+
+### Adding a DNS Provider
+
+1. **Create provider file** in `models/dns_provider/yourprovider.js`
+
+2. **Extend DnsApi base class**
+   ```javascript
+   const {DnsApi} = require('./common');
+
+   class YourProvider extends DnsApi {
+       static _keyMap = {
+           api_key: {isRequired: true, type: 'string', isPrivate: true}
+       };
+
+       // Implement required methods
+       async listDomains() { }
+       async getRecords(domain, options) { }
+       async createRecord(domain, options) { }
+       async deleteRecords(domain, options) { }
+   }
+   ```
+
+3. **Add to provider list** in `models/dns_provider.js`
+
+4. **Add contract tests** in `test/integration/dns_provider.test.js`
+
+5. **Test your provider**
+   ```bash
+   npm run test:integration
+   ```
+
+### Adding API Endpoints
+
+1. **Add route** in appropriate file (`routes/`)
+2. **Update API documentation** (`nodejs/api.md` and `docs/api.md` — keep them in sync)
+3. **Test the endpoint** manually and add integration tests if needed
+
+## Getting Help
+
+- **Questions?** Open a [GitHub Discussion](https://github.com/theta42/proxy/discussions)
+- **Bug reports** Use [GitHub Issues](https://github.com/theta42/proxy/issues)
+- **Security issues** Email maintainers directly (see package.json)
+
+## Code of Conduct
+
+- Be respectful and inclusive
+- Focus on constructive feedback
+- Help others learn and grow
+- Follow the project's technical direction
+
+## License
+
+By contributing, you agree that your contributions will be licensed under the MIT License.
+
+---
+
+[← Back to Home](index.html) | [View on GitHub](https://github.com/theta42/proxy)

docs/proxy/index.md

@@ -0,0 +1,51 @@
+---
+layout: default
+title: Home
+description: Theta Proxy — a reverse proxy and HTTPS termination service built on OpenResty/nginx, with automatic Let's Encrypt certs, OIDC login, and direct LDAP access control per host.
+---
+
+# Theta Proxy
+
+The reverse proxy and HTTPS termination component of [theta-suite](../), built
+on OpenResty/nginx. It puts any of your apps behind single sign-on (OIDC) and
+can also look users up directly in LDAP — so the same people who log in to
+[Theta Directory](../sso/) are the people allowed to reach your proxied apps.
+
+Automatic HTTPS from Let's Encrypt (including wildcards), routing by hostname,
+and per-host access control tied to your identity provider — managed from a
+web UI or a REST API, with no downtime on config changes.
+
+Theta Proxy is deployed as part of theta-suite, alongside
+[Theta Directory](../sso/) and [Theta Gateway](../jump-host/) — it isn't
+installed or run on its own. See the [Quickstart](../quickstart.html) to stand
+up the whole stack with one command.
+
+## Screenshots
+
+<a href="images/hosts.png" target="_blank"><img src="images/hosts.png" alt="Host list" width="49%"></a>
+<a href="images/host-auth-sso.png" target="_blank"><img src="images/host-auth-sso.png" alt="Per-host SSO auth" width="49%"></a>
+
+Basic auth and SSO are mutually exclusive per host, with per-user password
+management once basic auth is enabled:
+
+<a href="images/host-auth-basic.png" target="_blank"><img src="images/host-auth-basic.png" alt="Per-host basic auth" width="60%"></a>
+
+Multiple backend targets per host, load balanced round-robin:
+
+<a href="images/load-balancing.png" target="_blank"><img src="images/load-balancing.png" alt="Load balancing" width="60%"></a>
+
+*(click any screenshot to view full size)*
+
+## Features
+
+- Automated HTTPS via Let's Encrypt — HTTP-01 and DNS-01 (wildcard) challenges
+- Multiple DNS providers (Cloudflare, DigitalOcean, PorkBun, DuckDNS — free)
+- Dynamic host routing with wildcard domain matching (`*`, `**`)
+- **Multi-target load balancing** — configure multiple backend targets per host with built-in round-robin load balancing
+- **OIDC login** and **direct LDAP lookups**, independently of each other, against [Theta Directory](../sso/)
+- Per-host **basic auth** as an alternative to SSO (mutually exclusive, so
+  it's never ambiguous which one gated a request)
+- **Role-based access control** — global admins, local groups, and
+  per-domain permissions (viewer/manager)
+- Self-service API tokens for scripting/CI without a browser session
+- Web UI and a full REST API

docs/quickstart.md

@@ -1,7 +1,7 @@
 ---
 layout: default
 title: Quickstart
-description: Step-by-step first run for theta-env — prerequisites, setup.env, and bringing up the stack with ./setup.sh.
+description: Step-by-step first run for theta-suite — prerequisites, setup.env, and bringing up the stack with ./setup.sh.
 ---
 
 # Quickstart Guide
@@ -12,8 +12,7 @@ description: Step-by-step first run for theta-env — prerequisites, setup.env,
 
 ## Prerequisites
 
-- A Linux host with **Docker** + **Docker Compose** (the v2 plugin `docker
-  compose` or the v1 standalone `docker-compose` both work).
+- A Linux host with **Docker + Docker Compose** (you must use the modern `docker compose` v2 plugin; the older `docker-compose` v1 standalone will fail on BuildKit images).
 - Two hostnames that resolve to the host: one for the SSO UI (your `stack.ssoHost`),
   one for the proxy mgmt UI (your `stack.proxyHost`). On a real network add DNS
   records; for a local try, add them to `/etc/hosts`.
@@ -26,8 +25,8 @@ description: Step-by-step first run for theta-env — prerequisites, setup.env,
 ## 1. Clone
 
 ```bash
-git clone --recursive https://github.com/theta42/theta-env.git
-cd theta-env
+git clone --recursive https://github.com/theta42/theta-suite.git
+cd theta-suite
 ```
 
 `--recursive` fetches the two submodules (`sso-manager-node`, `proxy`) in one
@@ -60,8 +59,7 @@ setups `CFG_DOMAIN` is the only value you set:
 | `CFG_ADMIN_UID` | `admin` | optional, defaults to `admin` |
 | `CFG_ADMIN_EMAIL` | `admin@<proxyHost>` | optional |
 | `CFG_BASE_DN` | `dc=lab,dc=local` | advanced: override the derived LDAP base DN |
-| `CFG_JUMP_HOST_ENABLED` | `true` | optional: bring up the [SSH jump host](https://theta42.github.io/jump-host/) (default off) |
-| `CFG_JUMP_HOST` | `jump.lab.local` | optional, defaults to `jump.<domain>` |
+| `CFG_JUMP_HOST` | `jump.lab.local` | optional, defaults to `jump.<domain>` (the [SSH jump host](https://theta42.github.io/jump-host/) is installed + started by default) |
 | `JUMP_SSH_PORT` | `2222` | optional: host port for the jump host's SSH (never 22 by default) |
 
 `setup.env` is used **only on the first run** to generate `./config/`; after
@@ -76,6 +74,11 @@ file shape.
 > exist, `./setup.sh` migrates them into `./config/` preserving your existing
 > secrets — no need to write a `setup.env`.
 
+> **Joining an existing Theta Directory cluster instead of seeding a fresh
+> one?** See [Multi-Site (Master/Spoke Join)](sso/multi-site.html) —
+> `spoke.env.example` has the join-a-cluster vars split out into their own
+> file, or set them directly in `setup.env` (which has every option).
+
 ---
 
 ## 3. Run
@@ -142,11 +145,19 @@ then converges the stack to your `./config/` values (LDAP service account + admi
 passwords are reset to the config; the OAuth client is kept if `proxy-secrets.js`
 already holds its creds).
 
+> **Troubleshooting: "A newer version is available" after running setup.sh?**
+> If the UI shows this warning immediately after you ran `./setup.sh`, the latest
+> GitHub release tag might not yet be merged into the default tracking branch for
+> the submodules, or Docker may have cached the `COPY` step if the `package.json`
+> didn't change. You can force a clean rebuild by running
+> `docker compose build --no-cache` and then re-running `./setup.sh`.
+
 ---
 
-## Direct LDAP for legacy apps
+## Direct LDAP for LDAP-native clients and Linux hosts
 
-Legacy apps bind LDAP directly over LDAPS:
+LDAP-native apps and Linux hosts (PAM/SSSD, sudo, SSH keys) bind LDAP directly
+over LDAPS:
 
 ```bash
 ldapsearch -x -H ldaps://<host>:636 \
@@ -165,7 +176,7 @@ or the admin DN. Use LDAPS (636), not plain LDAP.
 before each rebuild (keeps the last `BACKUP_KEEP`, default 5). For manual
 backups and the full restore runbook (full / Redis-only / LDAP-only, with the
 AOF-vs-RDB note), see the *Backups and restore* section of the
-[README](https://github.com/theta42/theta-env#backups-and-restore). Quick LDAP
+[README](https://github.com/theta42/theta-suite#backups-and-restore). Quick LDAP
 backup:
 
 ```bash
@@ -183,7 +194,6 @@ docker compose exec sso-manager slapcat -f /etc/openldap/slapd.conf \
   under **API Tokens** in each UI, mint a personal access token and use it as
   `Authorization: Bearer sso_…` (SSO) or `prx_…` (proxy). A token authenticates as
   its creator with their permissions. See each submodule's DEPLOYMENT.
-- See [Architecture](architecture.html) for how it all fits together, and
-  [Standalone](standalone.html) to run either project on its own.
+- See [Architecture](architecture.html) for how it all fits together.
 
 [← Back to Home](index.html)

docs/robots.txt

@@ -1,4 +1,4 @@
 User-agent: *
 Allow: /
 
-Sitemap: https://theta42.github.io/theta-env/sitemap.xml
+Sitemap: https://theta42.github.io/theta-suite/sitemap.xml

docs/screenshots.md

@@ -0,0 +1,127 @@
+---
+title: Updating gitpages screenshots
+---
+
+# Updating gitpages screenshots
+
+How to refresh the docs/images/*.png screenshots across sso-manager-node,
+proxy, jump-host, and theta-env's own docs. This comes up periodically as the
+UI changes — this doc + `docs/fixtures.md` + `bootstrap/seed-demo-users.sh`
+exist so it doesn't have to be re-figured-out from scratch each time. Once
+fixtures match `docs/fixtures.md`, you only need to re-screenshot pages whose
+UI actually changed since the last pass.
+
+## 1. Seed realistic demo data
+
+Screenshots should show a believable homelab/small-business setup, not empty
+tables or `test`/`vaulttest` accounts, and the **same** cast every time — see
+`docs/fixtures.md` for the canonical list (exact users, groups, hosts,
+passwords) and keep it in sync with what's actually seeded. Seed users +
+groups with:
+
+```sh
+docker cp bootstrap/seed-demo-users.sh sso-manager:/tmp/seed-demo-users.sh
+docker compose exec -T sso-manager bash /tmp/seed-demo-users.sh
+```
+
+Idempotent — safe to re-run, existing entries are skipped. Proxy hosts have
+no equivalent script yet — add them by hand through the Proxy UI (Hosts →
+Add host), following `docs/fixtures.md`'s host table exactly (same hostnames,
+targets, auth config every time).
+
+## 2. Logging in without fighting SSO/TLS
+
+The SSO's own domain goes through real DNS + a production reverse proxy in
+front of this dev stack (see `docs/fixtures.md` → Domain) — logging in via
+"Log in with SSO" from Proxy/Jump-host round-trips through that whole path
+and can hit stale-cookie/redirect-loop artifacts in an automation browser
+profile that a real browser wouldn't. Don't fight this — every app ships a
+local anti-lockout admin for exactly this situation. Read the password
+straight out of the mounted secrets:
+
+```sh
+# SSO Manager admin (bootstrap account, uid "admin")
+node -e "console.log(require('./config/sso-secrets.js').bootstrap.adminPass)"
+
+# Proxy — username proxyadmin2
+node -e "console.log(require('./config/proxy-secrets.js').auth.localAdminPass)"
+
+# Jump-host — username jumpadmin
+node -e "console.log(require('./config/jump-secrets.js').auth.localAdminPass)"
+```
+
+Log in at `http://localhost:<port>/login` for each app — plain HTTP on the
+mapped port, no cert/cookie issues at all. Ports come from `setup.env`
+(operator-configurable) — check it rather than assuming defaults; e.g. this
+deployment maps the Proxy UI to `3010` (`MGMT_PORT`), not the usual `3000`.
+
+**Don't touch the login form if it autofills a real saved username/password**
+(Chrome profile password manager) — clear the fields and type the local admin
+credentials above instead. Never submit a real saved credential on the
+user's behalf.
+
+A freshly-bootstrapped `admin` account hits the onboarding flow (accept ToS,
+enter a DOB) before the rest of the UI is usable — expect that right after a
+from-scratch rebuild.
+
+## 3. Known gotcha: stale `app.modal.js` in the browser cache
+
+If "Add host" (or any `app.modal`-based modal) opens with tabs/fields but no
+Save/Cancel footer, check the console for
+`TypeError: app.modal.on is not a function`. That means the browser has an
+HTTP-cached copy of `@simpleworkjs/frontend/lib/app.modal.js` from before a
+method (`on`, `showTab`, etc.) was added — `curl`-ing the same URL returns the
+current file, so it's a caching artifact, not a real app bug. Fix it in-page
+without a full hard-reload cycle:
+
+```js
+// via the browser automation JS tool, in the page context
+const res = await fetch('/static-modules/@simpleworkjs/frontend/lib/app.modal.js', {cache: 'reload'});
+await res.text(); // {cache:'reload'} both bypasses AND refreshes the cache entry
+```
+
+Then reload the page normally — the fresh file sticks for the rest of the
+session.
+
+## 4. Capture screenshots
+
+Use `save_to_disk: true` on the browser screenshot action so files land on
+disk instead of just being viewed inline. One screenshot per doc image:
+
+| File | Page |
+|---|---|
+| `sso-manager-node/docs/images/dashboard.png` | SSO Catalog (`/`) |
+| `sso-manager-node/docs/images/users.png` | SSO Users → People (`/users`) |
+| `sso-manager-node/docs/images/directory.png` | SSO Directory (`/directory`) |
+| `sso-manager-node/docs/images/groups.png` | A user's profile → "My Groups" tab |
+| `sso-manager-node/docs/images/oauth-clients.png` | Directory → an `oauth` resource → Edit → Details tab |
+| `proxy/docs/images/hosts.png` | Proxy Hosts list (`/hosts`) |
+| `proxy/docs/images/host-auth-basic.png` | Edit a basic-auth host → Authentication tab |
+| `proxy/docs/images/host-auth-sso.png` | Edit an SSO-auth host → Authentication tab |
+| `proxy/docs/images/load-balancing.png` | Edit a host with "Additional Targets" filled in → General tab |
+| `jump-host/docs/images/login.png` | Jump-host login page |
+| `jump-host/docs/images/dashboard.png` | Jump-host dashboard, logged in as a real fixture user (e.g. `dkim` via SSO) with an actual access grant — not the `jumpadmin` local admin, whose host list isn't representative. See `docs/fixtures.md` → Jump-host access. |
+| `jump-host/docs/images/sessions.png` | Jump-host active sessions |
+| `jump-host/docs/images/audit.png` | Jump-host audit log |
+| `theta-env/docs/images/sso-dashboard.png` | same as SSO Catalog above |
+| `theta-env/docs/images/proxy-hosts.png` | same as Proxy Hosts above |
+| `theta-env/docs/images/jump-dashboard.png` | same as Jump-host dashboard above |
+
+## 5. Where to save them
+
+Only update the **top-level active clones** —
+`/home/william/dev/theta42/{sso-manager-node,proxy,jump-host,theta-env}` (all
+on `master`). The copies nested under `theta-env/sso-manager-node`,
+`theta-env/proxy`, `theta-env/jump-host` are git submodules pinned to a
+release tag (`HEAD detached at vX.Y.Z`) — those update automatically the next
+time theta-env's release/tag-bump workflow rolls the submodule pointer
+forward, not by hand-editing the pinned checkout.
+
+```sh
+convert screenshot.jpg /home/william/dev/theta42/<repo>/docs/images/<name>.png
+```
+
+(`convert` from ImageMagick — the browser tool saves JPEGs, but the repos
+track PNGs.)
+
+Commit each repo separately, same as any other change to that component.

docs/secrets.md

@@ -0,0 +1,274 @@
+---
+layout: default
+title: Secrets (OpenBao)
+description: theta-suite's central secrets architecture — OpenBao as the single store for all app, per-user, and external-app secrets, with scoped tokens and policies.
+---
+
+# Secrets — OpenBao as the central store
+
+theta-suite keeps **every secret in one place: [OpenBao](https://openbao.org/)**
+(a Vault-community fork), running on the `theta-net` docker network at
+`http://openbao:8200`. The SSO Manager acts as management and abstraction point
+for secrets management. Via the directory, secrets can be set, cycled, revoked
+or inherited. **You are not meant to interact with opanBoa directly.**
+
+## Policies, token role, and tokens
+
+`setup.sh` creates the ACL policies and mints the per-app tokens
+(idempotently — re-running keeps existing tokens and re-mints only expired
+ones). The root token stays in `.env` for setup/maintenance **only** and is
+never passed to a service container.
+
+| Policy | Capabilities | Held by |
+|---|---|---|
+| `sso-broker` | read/write `secret/sso-manager/conf`, `secret/users/*`, `secret/apps/*`, `secret/plugins/*`, `secret/agent/*`, `secret/data/resources/*`, `secret/metadata/resources/*`; `update` on `auth/token/create/sso-broker` + `create/sso-app` and `auth/token/renew-accessor`/`revoke-accessor`/`lookup-accessor`; `update` on `sys/policies/acl/user-*`, `app-*`, `sso-admin` | SSO (`SSO_VAULT_TOKEN`) |
+| `sso-admin` | read/write/list all of `secret/*` | admin UI sessions (minted by the broker) |
+| `proxy` | read `secret/proxy/conf` | proxy (`PROXY_VAULT_TOKEN`) |
+| `jump-host` | read `secret/jump-host/conf` | jump host (`JUMP_VAULT_TOKEN`) |
+| `user-<uid>` | read/write `secret/users/<uid>/*` | per-user tokens (minted lazily by the broker) |
+| `app-<name>` | read/write `secret/apps/<name>/*` | per-external-app tokens (minted by an admin) |
+
+## Resource Secrets & Zero-View Security Model
+
+Directory resources (Services, Hosts, Containers, Sites) manage their application secrets at `secret/data/resources/<resource_slug>/conf` in OpenBao KV-v2.
+
+### 1. Zero-View Security Model
+* **API Metadata Only**: `GET /api/directory-admin/resources/:id/secrets` returns
+  key names and metadata (`hasValue: true`, `isInherited: true`, `parentSlug`),
+  but **NEVER returns raw secret values**.
+* **Browser Isolation**: Secret values are never exposed in HTML DOM templates,
+  JSON admin APIs, or browser dev tools.
+* **Agent-Exclusive Delivery**: Raw secret values are fetched exclusively over
+  TLS by authenticated `theta-agent` instances using machine authorization tokens
+  (`POST /api/v1/agent/secrets`).
+
+### 2. Multi-Level Hierarchy Secret Inheritance
+Resources inherit secrets across any level of the directory hierarchy
+(`Services / Apps → Hosts / Nodes → Global Sites`):
+* An inherited secret reference is stored as `INHERIT:<parent_slug>:<parent_key>`
+  (or `INHERIT:<key>`).
+* When requested by `theta-agent`, SSO Manager resolves the inheritance chain
+dynamically, fetching the final secret value from the parent Site or Host's
+OpenBao store.
+
+### 3. Key Validation & Generator
+* **Key Format**: Secret keys are strictly validated against `^[A-Za-z0-9_]+$`
+(Standard Environment Variable format, e.g. `DB_PASSWORD`).
+* **Cryptographic Generator**: The UI includes a client-side cryptographic
+secret generator (`window.crypto.getRandomValues`) with length choices from 8 to
+128 characters. Populating the input field displays an inline security warning
+notifying operators to save immediately before values are hidden.
+
+## On-Demand CLI Secret Delivery (`theta-agent get-secret`)
+
+`theta-agent` delivers secrets on demand directly to local processes, shell
+scripts, Systemd services, and Docker containers without writing plaintext
+secret files to disk.
+
+```bash
+# Fetch single raw secret value (stdout, no trailing newline):
+theta-agent get-secret DB_PASSWORD
+
+# Assign directly to shell environment variables:
+export DB_PASSWORD=$(theta-agent get-secret DB_PASSWORD)
+
+# Export all host/resource secrets for Systemd EnvironmentFile:
+theta-agent get-secrets --env
+
+# Format all secrets as JSON for automation scripts:
+theta-agent get-secrets --json
+```
+
+**Token roles** — three, all orphan + renewable:
+
+- `sso-broker` — `allowed_policies=sso-admin`, `allowed_policies_glob=user-*,app-*`,
+  `token_period=24h`. The SSO mints per-user and per-admin tokens *through*
+  this role at runtime, so it never needs the root token to issue scoped
+  access. The 24h period is fine here because the broker re-mints these from
+  its Redis cache transparently.
+- `sso-app` — `allowed_policies_glob=app-*`, `token_period=768h`. External-app
+  tokens minted from the vault UI's Apps tab go through this role: they are
+  long-lived credentials, so they get a monthly period instead of a daily one.
+- `theta-svc` — `allowed_policies=sso-broker,proxy,jump-host`,
+  `token_period=768h`. The services' own tokens (below).
+
+### Token lifecycle — nothing expires by surprise
+
+Periodic tokens never hit a max TTL, but they die if nothing renews them
+inside a period window. Renewal is automated at every layer:
+
+- **Service tokens** (`SSO_VAULT_TOKEN`, `PROXY_VAULT_TOKEN`,
+  `JUMP_VAULT_TOKEN`, minted via `theta-svc`, stored in `./.env`): the
+  `bao-renewer` sidecar (docker-compose) renews all three every 12 hours, and
+  every `setup.sh` re-run renews them too. A valid-but-non-periodic token from
+  an older install is detected, revoked, and re-minted as periodic on the next
+  `setup.sh` run.
+- **External-app tokens** (minted in the SSO vault UI): the SSO stores each
+  token's **accessor** (which can renew/revoke but not authenticate) and
+  renews it every 6 hours and at boot — a downstream app's credential stays
+  valid as long as the SSO is running, with no renewal code in the downstream
+  app. Re-minting an app's token revokes the previous one via its accessor, so
+  exactly one credential per app is ever live.
+- **Per-user / admin tokens**: 24h TTL by design; the broker re-mints them
+  transparently, so there is nothing to renew.
+
+Worst case (the whole stack was down for >32 days): re-run `./setup.sh` — it
+re-mints anything that lapsed; external-app tokens are re-minted from the
+Apps tab (the app's policy and stored secrets are kept).
+
+## Seeding
+
+`setup.sh` seeds, on first run only (skipped if the path already exists):
+
+- `secret/sso-manager/conf` — from `./config/sso-secrets.js` (operator-set
+  LDAP/SMTP/`jwtSecret`; the SSO has no bootstrap-generated creds, so the file
+  is the complete source of truth).
+- `secret/proxy/conf` — from `./config/proxy-secrets.js` (placeholder OAuth
+  creds at this point).
+- `secret/jump-host/conf` — from `./config/jump-secrets.js` after the bootstrap
+  writes it.
+
+The **bootstrap** (`bootstrap/bootstrap.js`) then generates the real OAuth
+client credentials and writes the *complete* `proxy-secrets.js` and
+`jump-secrets.js` objects into `secret/proxy/conf` and `secret/jump-host/conf`
+(POST, replacing the placeholder seed). After the first run, OpenBao is
+authoritative; the `./config/*-secrets.js` files are operator-edit seed
+artifacts and the fail-soft fallback.
+
+## End-user personal secrets
+
+Every logged-in user has a personal namespace `secret/users/<uid>/*`, reached
+through the SSO UI at **Vault → My Secrets**. The SSO mints a `user-<uid>`
+token on first access (cached in Redis for the token's lifetime) and proxies
+`/api/vault` to OpenBao with **that** token injected server-side — the
+client's SSO session token never reaches OpenBao.
+
+- **Non-admins** see only their own namespace; the UI fixes the path prefix
+  to `users/<uid>/`. They can list, read, write, and delete secrets there.
+- **Admins** (`app_sso_admin` / `app_super_admin`) get free-form access across
+  all of `secret/` plus an **Apps** tab (see below).
+
+Scoping is enforced at **two** layers: the SSO's `scopeGuard` rejects any path
+outside the subject's prefix with a 403 (defense-in-depth), and the token's
+own OpenBao policy enforces the same at the API layer.
+
+## External apps
+
+An external (non-theta42) app gets scoped access to its own namespace,
+`secret/apps/<name>/*`, via a token an admin mints once from the SSO UI's
+**Vault → Apps** tab. The token is shown **once** (copy it immediately; it is
+not stored retrievably) and confined by an `app-<name>` policy.
+
+Convention:
+
+- `secret/apps/<name>/conf` for config-style secrets, `secret/apps/<name>/*`
+  for arbitrary keys.
+- The app authenticates with the header `X-Vault-Token: <minted token>`
+  against `http://<openbao-host>:8200/v1/secret/data/apps/<name>/...`.
+
+Non-Node consumers (curl):
+
+```bash
+VAULT_ADDR=http://openbao:8200   # or your external-facing openbao address
+# Write
+curl -X POST "$VAULT_ADDR/v1/secret/data/apps/my-service/conf" \
+  -H "X-Vault-Token: <token>" -H "Content-Type: application/json" \
+  -d '{"data":{"db_password":"..."}}'
+# Read
+curl -s "$VAULT_ADDR/v1/secret/data/apps/my-service/conf" \
+  -H "X-Vault-Token: <token>" | jq .data.data
+```
+
+Node consumers can use [@simpleworkjs/bao-conf](https://simpleworkjs.github.io/bao-conf/)
+directly:
+
+```js
+const baoConf = require('@simpleworkjs/bao-conf');
+const data = await baoConf.get('apps/my-service/conf'); // secret/data/apps/my-service/conf
+await baoConf.set('apps/my-service/conf', { db_password: '...' });
+```
+
+## The theta-agent signing key
+
+The SSO signs high-risk theta-agent commands (`reboot`, `configure_ldap`,
+`arbitrary_bash`, …) with an Ed25519 key stored at
+`secret/agent/signing-key`. Agents pin the matching public key in their
+`agent.yml`, so the key **must** be stable: it used to be generated in memory at
+process start, which meant it changed on every restart and no agent could
+meaningfully verify anything.
+
+If the SSO cannot read or write that path it refuses to send high-risk commands
+rather than signing with a key no agent has seen — so an upgraded stack that has
+not re-run `./setup.sh` (and therefore lacks `secret/agent/*` in the
+`sso-broker` policy) will report `signingAvailable: false` on
+`GET /api/agent/nodes` and reject those commands with a clear error.
+
+## Plugin secrets
+
+The SSO Manager's plugin system (configurable plugin instances you create,
+edit, load/unload, and run from the **Plugins** page) stores each instance's
+secrets in its own OpenBao namespace, `secret/plugins/<instance-id>/conf`,
+rather than in the static `sso-secrets.js` `discovery.plugins` block. The
+SSO reads and writes these server-side through the `sso-broker` token (the
+plugin runs in-process as a BullMQ worker, so it needs no token of its own),
+and the admin UI only ever sees masked (`********`) values.
+
+- A **plugin type** is a module under `nodejs/plugins/<category>/<type>.js`
+  exporting a manifest (`configSchema` declares which fields are `secret`).
+- A **plugin instance** is a configured, loadable/unloadable copy of a type,
+  tracked in the `PluginInstance` table; you can have multiple instances of the
+  same type (e.g. two Proxmox endpoints with their own tokens).
+- Non-secret config lives in the DB row; only the `secret:true` field values
+  live in `secret/plugins/<instance-id>/conf`.
+
+Deleting an instance removes both the DB row and its `secret/plugins/<id>/*`
+namespace. Legacy `discovery.plugins` entries in `sso-secrets.js` are migrated
+to instances automatically on the first boot of SSO Manager ≥ v1.17.0 (the
+secret fields are copied into OpenBao at that point). See the SSO Manager
+[plugins docs](https://theta42.github.io/sso-manager-node/plugins.html) for the
+UI/API reference.
+
+## Operator rotation
+
+If a secret is exposed (or just on a routine schedule), rotate it at the
+**provider** first (the LDAP server, the SMTP host, the OAuth `jwtSecret`,
+etc.), then update OpenBao:
+
+```bash
+# Read the current sso-manager conf
+docker exec -e BAO_TOKEN="$VAULT_TOKEN" openbao bao kv get secret/sso-manager/conf
+# Write a new value (KV-v2 POST replaces the data; merge carefully)
+docker exec -e BAO_TOKEN="$VAULT_TOKEN" openbao bao kv put secret/sso-manager/conf \
+  ldap.bindPassword='<new>' smtp.password='<new>' oauth.jwtSecret='<new>'
+```
+
+Then restart the affected app so `bao-conf.init()` re-reads it
+(`docker compose restart sso-manager`). Call-time readers pick up the change
+on next read; require-time captures (OIDC `clientSecret`) need the restart.
+
+> The SSO admin **Configuration** UI (`/api/conf`) writes `secret/sso-manager/conf`
+> and updates the live conf immediately, so SMTP/discovery/oauth edits made
+> there don't need a manual `bao kv put`.
+
+## Backups
+
+The OpenBao data volume `openbao-data` holds every secret. Back it up with the
+rest of the stack (see the README's *Backups and restore* section). The
+`./config/*-secrets.js` files are **not** a complete secret backup once OpenBao
+is authoritative — they're the first-run seed and the fallback. A full disaster
+recovery restores both the `openbao-data` volume (the authoritative store) and
+`./config/` (the seed/fallback), then runs `./setup.sh` to unseal OpenBao and
+re-mint the per-app tokens.
+
+## What's not in scope yet
+
+- **Renewal automation** — per-app/user tokens use OpenBao's default TTL and
+  are re-minted by `setup.sh` on expiry; a periodic renewal worker is a
+  follow-up.
+- **History scrubbing** — if a secret was committed to git, rotating it is the
+  fix; scrubbing it from git history (BFG / `git filter-repo`) is a separate,
+  git-destructive operation you can opt into.
+- **Per-app secrets beyond boot config** (e.g. the proxy's DNS-provider creds,
+  the jump host's per-user LDAP SSH keys) moving into OpenBao — only the
+  boot-critical `*-secrets.js` contents moved in this phase. (Plugin instance
+  secrets *are* in OpenBao, at `secret/plugins/<id>/conf` — see above.)

docs/sso/_layouts/default.html

@@ -0,0 +1,82 @@
+<!doctype html>
+<html lang="en">
+<head>
+	<meta charset="utf-8">
+	<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
+	<link rel="icon" type="image/svg+xml" href="{{ '/assets/img/theta42.svg' | relative_url }}">
+
+	{% seo title=false %}
+	<title>{% if page.title %}{{ page.title }} &middot; {% endif %}{{ site.title }}</title>
+
+	<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.3/dist/css/bootstrap.min.css">
+	<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.2/css/all.min.css">
+	<link rel="stylesheet" href="{{ '/assets/css/style.css' | relative_url }}">
+</head>
+<body class="d-flex flex-column min-vh-100">
+
+	<nav class="navbar navbar-expand-md navbar-dark bg-dark fixed-top">
+		<div class="container-fluid px-3">
+			<a class="navbar-brand d-flex align-items-center" href="{{ '/' | relative_url }}">
+				<img src="{{ '/assets/img/theta42.svg' | relative_url }}" height="28" class="me-2" alt="">
+				{{ site.title }}
+			</a>
+			<button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navMain" aria-controls="navMain" aria-expanded="false" aria-label="Toggle navigation">
+				<span class="navbar-toggler-icon"></span>
+			</button>
+			<div class="collapse navbar-collapse justify-content-end" id="navMain">
+				<ul class="navbar-nav">
+					{% for item in site.nav %}
+					<li class="nav-item">
+						{% if item.page %}
+						<a class="nav-link{% if page.url == item.page %} active{% endif %}" href="{{ item.page | relative_url }}">
+							{% if item.icon %}<i class="fa-solid {{ item.icon }}"></i>{% endif %} {{ item.title }}
+						</a>
+						{% else %}
+						<a class="nav-link" href="{{ item.url }}" target="_blank" rel="noopener">
+							{% if item.icon %}<i class="fa-solid {{ item.icon }}"></i>{% endif %} {{ item.title }}
+						</a>
+						{% endif %}
+					</li>
+					{% endfor %}
+				</ul>
+			</div>
+		</div>
+	</nav>
+
+	<main class="flex-grow-1" style="margin-top: 4.5rem;">
+		<div class="container-fluid py-4 py-md-5">
+			<div class="row justify-content-center">
+				<div class="col-12 col-lg-10 col-xl-8">
+					<div class="card shadow-lg">
+						<div class="card-body p-4 p-md-5 site-content">
+							{{ content }}
+						</div>
+					</div>
+				</div>
+			</div>
+		</div>
+	</main>
+
+	<footer class="py-3 bg-dark text-light mt-auto">
+		<div class="container-fluid d-flex flex-wrap justify-content-between align-items-center small gap-2 px-3">
+			<span class="d-flex align-items-center gap-2">
+				<a href="https://theta42.com" target="_blank" rel="noopener">
+					<img width="40" src="{{ '/assets/img/theta42.svg' | relative_url }}" alt="theta42">
+				</a>
+				&copy; {{ 'now' | date: '%Y' }} theta42 &middot;
+				<a href="{{ site.github.repository_url }}/blob/master/LICENSE" target="_blank" rel="noopener" class="text-light">MIT License</a>
+			</span>
+			<span class="d-flex align-items-center gap-3">
+				<a href="{{ site.github.repository_url }}" target="_blank" rel="noopener" class="text-light text-decoration-none">
+					<i class="fa-brands fa-github"></i> GitHub
+				</a>
+				<a href="{{ site.github.repository_url }}/blob/master/CHANGELOG.md" target="_blank" rel="noopener" class="text-light text-decoration-none">
+					<i class="fa-solid fa-list"></i> Changelog
+				</a>
+			</span>
+		</div>
+	</footer>
+
+	<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.3/dist/js/bootstrap.bundle.min.js"></script>
+</body>
+</html>

docs/sso/agents.md

@@ -0,0 +1,88 @@
+---
+layout: default
+title: Discovery Agents
+nav_order: 5
+---
+
+# Discovery Agents
+
+Theta Directory supports a robust agent architecture for auto-discovering devices, hosts, and services across your home lab or data center. Agents run on a scheduled cron and feed their data into a central **Reconciliation Engine** that smartly merges information based on MAC addresses and IPs.
+
+## Writing a Custom Agent
+
+Agents are simple JavaScript files placed in `nodejs/agents/discovery/`.
+
+A agent must export a single `discover` async function that returns a standardized graph of `resources` and `edges`.
+
+### Agent Skeleton
+
+```javascript
+// nodejs/agents/discovery/my_custom_agent.js
+module.exports = {
+  discover: async (config) => {
+    const { url, apiKey } = config; // Provided by your configuration
+    
+    const resources = [];
+    const edges = [];
+
+    // 1. Fetch your data from an API
+    // const data = await fetch(...);
+
+    // 2. Map data to Resources
+    resources.push({
+      kind: 'network_device', // 'host', 'service', 'network_device', 'unmanaged_device'
+      name: 'My Switch',
+      slug: 'my-switch-01',
+      metadata: {
+        make: 'Vendor',
+        model: 'Model X',
+        interfaces: [
+          { mac: '00:1A:2B:3C:4D:5E', ip: '10.0.0.5' }
+        ]
+      }
+    });
+
+    // 3. Map relations to Edges (optional)
+    edges.push({
+      parentSlug: 'my-switch-01',
+      childSlug: 'some-connected-client-slug',
+      relation: 'connected_to' // 'hosts', 'exposes', 'connected_to'
+    });
+
+    return { resources, edges };
+  }
+};
+```
+
+## Configuration
+
+Agents are automatically loaded and executed by the internal BullMQ job scheduler. You configure them in your `config/sso-secrets.js`:
+
+```javascript
+module.exports = {
+  // ... existing config ...
+  discovery: {
+    agents: {
+      my_custom_agent: {
+        enabled: true,
+        cron: '*/30 * * * *', // Run every 30 minutes
+        url: 'https://api.example.com',
+        apiKey: 'secret-key'
+      },
+      nmap: {
+        enabled: true,
+        cron: '0 * * * *',
+        targetRange: '192.168.1.0/24'
+      }
+    }
+  }
+};
+```
+
+## The Reconciliation Engine
+
+When your agent returns its graph, the Reconciliation Engine takes over:
+1. **Matching:** It tries to find an existing device in the database matching any MAC address provided in the `interfaces` array. If no MAC matches, it falls back to IP address, and then to `slug`.
+2. **Merging:** If it finds a match, it gracefully merges the metadata (so your agent can add CPU info to a host that NMAP previously found).
+3. **Source Tracking:** It records your agent's filename in the `discovery_sources` array on the resource, and updates the `last_seen` timestamp.
+4. **LDAP Spam Prevention:** Brand new devices are marked as `managed: false`. They will not pollute your LDAP directory until an admin explicitly promotes them.

docs/sso/assets/css/style.css

@@ -0,0 +1,116 @@
+/* theta42 docs site — shares the in-app dark navbar/footer + card look
+   (Bootstrap 5 + Font Awesome, same as the running apps) rather than a
+   generic Jekyll theme. */
+
+body {
+	background-color: #f4f5f6;
+}
+
+.navbar-brand img {
+	filter: drop-shadow(0 0 2px rgba(0, 0, 0, .4));
+}
+
+.navbar-nav .nav-link.active {
+	color: #fff;
+	font-weight: 600;
+}
+
+/* Markdown content typography, scoped to the card body so it doesn't leak
+   into the nav/footer. */
+.site-content h1:first-child {
+	margin-top: 0;
+}
+
+.site-content h1,
+.site-content h2,
+.site-content h3 {
+	font-weight: 700;
+}
+
+.site-content h2 {
+	margin-top: 2.5rem;
+	padding-bottom: .4rem;
+	border-bottom: 1px solid #e9ecef;
+}
+
+.site-content h3 {
+	margin-top: 1.75rem;
+}
+
+.site-content a {
+	color: #a3671f;
+	text-decoration-color: rgba(163, 103, 31, .35);
+}
+
+.site-content a:hover {
+	color: #8a5a16;
+}
+
+.site-content pre {
+	background-color: #212529;
+	color: #f8f9fa;
+	padding: 1rem 1.25rem;
+	border-radius: .375rem;
+	overflow-x: auto;
+}
+
+.site-content code {
+	color: #a3671f;
+	background-color: #f4f0e8;
+	padding: .15em .4em;
+	border-radius: .25rem;
+	font-size: .875em;
+}
+
+.site-content pre code {
+	color: inherit;
+	background: none;
+	padding: 0;
+}
+
+.site-content table {
+	display: block;
+	overflow-x: auto;
+	width: 100%;
+	border-collapse: collapse;
+	margin: 1.25rem 0;
+}
+
+.site-content table th,
+.site-content table td {
+	border: 1px solid #dee2e6;
+	padding: .5rem .75rem;
+	text-align: left;
+}
+
+.site-content table th {
+	background-color: #f8f9fa;
+}
+
+.site-content blockquote {
+	border-left: 4px solid #C59341;
+	padding: .5rem 1rem;
+	margin: 1.25rem 0;
+	background-color: #f8f6f1;
+	color: #495057;
+}
+
+.site-content img {
+	max-width: 100%;
+	height: auto;
+}
+
+/* Screenshot grids in the markdown use width="49%" inline attrs for a
+   two-up desktop layout -- stack them on narrow screens instead of
+   squeezing to illegibility. */
+@media (max-width: 576px) {
+	.site-content img[width] {
+		width: 100% !important;
+		margin-bottom: .75rem;
+	}
+}
+
+.site-content hr {
+	margin: 2rem 0;
+	border-top: 1px solid #e9ecef;
+}

docs/sso/assets/img/theta42.svg

@@ -0,0 +1,51 @@
+<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 400 400" width="100%" height="100%">
+  <defs>
+    <linearGradient id="gold-grad" x1="0%" y1="0%" x2="100%" y2="100%">
+      <stop offset="0%" stop-color="#C59341" />
+      <stop offset="20%" stop-color="#E4B869" />
+      <stop offset="40%" stop-color="#FBF0B9" />
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docs/sso/concepts-accounts.md

@@ -0,0 +1,125 @@
+---
+layout: default
+title: Accounts, Groups & Managers
+description: A plain-language guide to users, service accounts, personal groups, and managers in Theta Directory.
+---
+
+# Accounts, Groups & Managers
+
+This page explains the concepts behind the Users and Groups pages in plain
+language. If you want the technical schema/attribute-level detail instead,
+see the [LDAP reference](ldap.html).
+
+## What's an account?
+
+Every person (or app) that can sign in through Theta Directory has an
+**account** — a username, a display name, maybe an email address, and a
+password (or, for service accounts, no password at all — see below).
+Accounts live in the directory this app manages, and any other app you've
+connected (Gitea, Home Assistant, your Wi-Fi, whatever) checks against these
+same accounts instead of keeping its own separate list of users and
+passwords.
+
+## Two kinds of account: people and service accounts
+
+Most accounts belong to an actual person — check **Users → People** to see
+them. But sometimes you need an account for something that *isn't* a
+person: a media server, a backup script, a bind account another app uses to
+look people up. These are **service accounts**, listed separately under
+**Users → Service Accounts**, and they're different from a person's account
+in two ways that matter:
+
+- **No email required.** A service account doesn't need a mailbox, so the
+  form doesn't ask for one.
+- **A password is optional.** If you leave it blank, nobody can log in as
+  that account — which is exactly what you want for something that only
+  ever gets used programmatically (a script authenticating with an API
+  token, or another app binding with a fixed, separately-configured
+  password you set yourself). Only give it a password if the account
+  genuinely needs to log in or bind somewhere as itself.
+
+Aside from those two differences, a service account is a completely normal
+account under the hood — it can belong to groups, have a manager, and so
+on, just like anyone else's.
+
+## Groups: who can do what
+
+A **group** is just a named list of accounts, used to control access. This
+app has a handful of built-in groups that grant admin powers (e.g. only
+people in the `app_sso_admin` group can see the Users/Groups/Directory/Overview
+pages at all), but you can also make your own groups for any app you
+connect — say, a group listing everyone who should be allowed into your
+photo server. Once a group exists, add or remove members from the
+**Groups** page, and point the other app's "who's allowed in" setting at
+that group's name.
+
+### Groups inside groups
+
+A group can contain another group, not just people — the *Nested* tab on any
+group card. Everyone in the inner group counts as a member of the outer one,
+however many levels deep it goes.
+
+This is mostly a way to stop repeating yourself. Make one `developers` group,
+nest it into the handful of things developers should reach, and adding a new
+developer to that one group grants all of them at once — instead of adding them
+to each individually and slowly drifting out of sync. The app already does this
+for itself: super admins are nested into every resource's admin group, and each
+admin group into its access group, so "can administer it" always implies "can
+use it".
+
+Two things it won't let you do: put a group inside itself (directly or round a
+longer loop), and empty a group completely — every group must keep at least one
+member.
+
+A note if you also manage the directory by hand: a group's member list shows
+what is *directly* listed on it. Someone who gets in through a nested group is
+a real member but won't appear there — the **Nested** tab shows what is nested,
+and the API's `effective` view lists everyone who actually gets in.
+
+## Every account's personal group
+
+Separately from the groups above, every single account — person or
+service account — automatically gets its own small, personal group when
+it's created, named after the account itself. Most of the time you'll
+never think about this; it exists so that, on a Linux system connected to
+this directory, each account "owns" its own files by default the same way
+a normal Unix user account would.
+
+Occasionally you'll want to share that ownership with someone else — for
+example, letting a second account also have write access to files a
+service account owns. That's what the **"Members of `<uid>`'s group"**
+section on a profile page is for: add another account there, and the
+underlying Linux permissions treat them as if they belong to that same
+personal group too.
+
+## What's a "manager"?
+
+Every account has one or more **managers** — the people allowed to edit
+that account's profile (phone number, SSH key, home directory, and so on)
+without needing full admin rights. By default, whoever created an account
+(the admin who added it, or whoever sent the invite) becomes its first
+manager, but you can add or remove managers later from the account's Edit
+form.
+
+This is useful for service accounts especially: if a service account
+belongs to a particular project or person, make them its manager so they
+can maintain it — rotate its SSH key, adjust its description — without
+needing to be a full SSO administrator.
+
+## Inviting someone vs. adding them yourself
+
+From the Users page you can either fill in someone's details yourself
+("Add new user"), or send them an **invite** — an email (or a link you copy
+and send however you like) that lets them pick their own username and
+password. Either way, the resulting account is identical; invites are just
+a convenience so you don't have to know someone's preferred username or
+handle their password directly.
+
+## Want more detail?
+
+This page deliberately leaves out LDAP schema names, attribute types, and
+protocol-level detail. If you're connecting a third-party app directly to
+the LDAP directory, or you just want to know exactly what's stored where,
+see the [LDAP reference](ldap.html).
+
+[← Back to Home](index.html)

docs/sso/concepts-api-tokens.md

@@ -0,0 +1,59 @@
+---
+layout: default
+title: API Tokens
+description: A plain-language guide to personal access tokens in Theta Directory.
+---
+
+# API Tokens
+
+This page explains what an API token is and when you'd want one. For the
+full list of API endpoints a token can call, see the
+[API reference](https://github.com/theta42/sso-manager-node/blob/master/API.md).
+
+## What's an API token, in plain terms?
+
+Normally, you interact with this app by logging in through a web browser.
+An **API token** (also called a personal access token, or PAT) is an
+alternative way in — a long, random string that a script, a scheduled job,
+or another program can use instead of a username and password, to act on
+your behalf without a human typing a login in each time.
+
+If you've ever set up a script to talk to GitHub, GitLab, or a similar
+service using a "token" instead of your real password, this is the same
+idea.
+
+## When would you actually need one?
+
+Most people never need to create one of these — you'll only want a token
+if you're automating something, for example:
+
+- A script that syncs users or groups from somewhere else into this SSO
+  Manager on a schedule.
+- A backup or monitoring job that checks this app's health via its API.
+- A CI/CD pipeline that needs to register or update an OAuth client
+  automatically.
+
+If you're not doing any of that, you don't need an API token — just log in
+normally through the web UI.
+
+## How it works
+
+Create a token from your Profile page, give it a name so you remember what
+it's for later, and optionally an expiry. You'll be shown the token's
+value **exactly once** — copy it somewhere safe immediately, because it
+can't be viewed again afterward (only revoked or rotated). Whatever script
+or tool you're using it with sends it along with each request, the same
+way a browser sends your login session.
+
+A token acts **as you**, with **your** permissions — if you're not an
+admin, a token you create can't do admin-only things either. If you ever
+suspect a token has leaked (ended up somewhere it shouldn't have, like a
+public script or log file), revoke it immediately from your Profile page;
+it stops working right away.
+
+## Want more detail?
+
+This page doesn't attempt to list every API endpoint or show request/
+response examples — for that, see the full [API reference](https://github.com/theta42/sso-manager-node/blob/master/API.md).
+
+[← Back to Home](index.html)

docs/sso/concepts-oauth-apps.md

@@ -0,0 +1,79 @@
+---
+layout: default
+title: Connecting Apps (Single Sign-On)
+description: A plain-language guide to OAuth/OIDC clients and single sign-on in Theta Directory.
+---
+
+# Connecting Apps (Single Sign-On)
+
+This page explains, in plain language, what happens when you "connect" an
+app to Theta Directory so people can log into it with their existing
+account. For the technical endpoint/token detail, see the
+[OAuth reference](oauth.html).
+
+## What does "single sign-on" actually mean?
+
+Instead of every app you run having its own separate list of usernames and
+passwords, they all check with Theta Directory instead. You log in once,
+here, and any connected app trusts that login — no separate password to
+remember or manage for each one. If you ever need to lock someone out
+everywhere at once, you do it in one place (deactivate their account here)
+instead of hunting down every app individually.
+
+The technology behind this is called **OAuth 2.0** and **OpenID Connect
+(OIDC)** — you'll see both names used, often together, referring to the
+same thing. You don't need to understand the protocol to use this page;
+what matters practically is the handful of concepts below.
+
+## What's a "client"?
+
+Every app you connect is registered here as a **client** — a single entry
+in the Directory representing that one app. Registering a client
+gives you a **Client ID** and **Client Secret**: think of these like a
+username and password, but for the *app itself* rather than for a person.
+You paste them into the other app's own "Single Sign-On" or "OIDC" setup
+screen, along with the discovery URL shown at the top of this page, and
+that app is now able to ask Theta Directory to authenticate people on its
+behalf.
+
+**Treat the Client Secret like a password** — anyone who has it can
+impersonate that app when talking to Theta Directory. If you ever suspect
+it's leaked, rotate it from the client's card.
+
+## What are "scopes"?
+
+**Scopes** control what information a connected app is allowed to ask for
+about the person logging in — their username, email, group memberships,
+and so on. Most apps tell you exactly which scopes they need in their own
+setup instructions; when in doubt, the default set (`openid`, `profile`,
+`email`, `groups`) covers what nearly every app expects.
+
+## "Restrict to Groups"
+
+By default, *any* account with a Theta Directory login can sign into a
+connected app. If that's not what you want — say, a home automation
+dashboard that only certain family members should reach — set **Restrict
+to Groups** on that client to one of your [groups](concepts-accounts.html).
+Only members of that group will be allowed to log into that particular
+app; everyone else gets turned away at the login step, even though their
+Theta Directory account still works everywhere else.
+
+## Redirect URIs
+
+A **Redirect URI** is the exact web address the connected app wants people
+sent back to once they've logged in here — it's a security measure so an
+attacker can't trick the login flow into redirecting somewhere else. The
+app's own setup instructions will tell you this value; copy it in exactly
+as given. If the app is reachable via more than one hostname (for example,
+because it sits behind [theta42/proxy](https://theta42.github.io/proxy/)),
+this field supports wildcard patterns — see the inline help under the
+field itself for the exact syntax.
+
+## Want more detail?
+
+This page intentionally skips the protocol-level detail (exact endpoint
+URLs, token formats, claim names). If you're troubleshooting a connection
+or building something against the API directly, see the
+[OAuth reference](oauth.html).
+
+[← Back to Home](index.html)

docs/sso/configuration.md

@@ -0,0 +1,104 @@
+---
+layout: default
+title: Configuration
+description: Theta Directory's config layers — conf/base.js defaults, secrets.js overrides, and app_* environment variables.
+---
+
+# Configuration
+
+[← Back to Home](index.html)
+
+The app loads configuration via
+[`@simpleworkjs/conf`](https://www.npmjs.com/package/@simpleworkjs/conf), which
+deep-merges, in order (later wins):
+
+1. `conf/base.js` — committed, generic defaults (`dc=example,dc=com`,
+   `localhost`, `SSO Manager`).
+2. `conf/<NODE_ENV>.js` — optional, environment-specific.
+3. `conf/secrets.js` — gitignored; secrets + per-deployment values.
+4. **`app_*` environment variables** — the highest-precedence layer.
+
+Any env var whose name starts with `app_` overrides the merged config. The rest
+of the name splits on **double-underscore** (`__`) into a nested path. Values are
+`JSON.parse`-coerced when possible (numbers, booleans, null, JSON) and kept as
+raw strings otherwise.
+
+## Examples
+
+| Env var | Sets | Type |
+|---------|------|------|
+| `app_ldap__url=ldap://host:389` | `conf.ldap.url` | string |
+| `app_ldap__bindPassword=secret` | `conf.ldap.bindPassword` | string |
+| `app_ldap__userBase=ou=people,dc=…` | `conf.ldap.userBase` | string |
+| `app_ldap__uidGidMin=1500` | `conf.ldap.uidGidMin` | number (new-user id floor) |
+| `app_ldap__uidGidReservedFloor=9000` | `conf.ldap.uidGidReservedFloor` | number (ids at/above this are ignored when allocating) |
+| `app_ldap__ldapsHost=ldap.internal.example.com` | `conf.ldap.ldapsHost` | string (hostname shown on `/integrations` for LDAPS binds; empty = derive from `oauth.issuer`) |
+| `app_ldap__ldapsPort=636` | `conf.ldap.ldapsPort` | number (port shown on `/integrations`) |
+| `app_oauth__jwtSecret=...` | `conf.oauth.jwtSecret` | string |
+| `app_oauth__issuer=https://sso.example.com` | `conf.oauth.issuer` | string |
+| `app_oauth__token_lifetime__access_token=3600` | `conf.oauth.token_lifetime.access_token` | number |
+| `app_smtp__secure=false` | `conf.smtp.secure` | boolean |
+| `app_smtp__host=smtp.example.com` | `conf.smtp.host` | string |
+| `app_name=My SSO` | `conf.name` | string |
+| `app_redis__host=redis.local` | `conf.redis.host` | string (external Redis) |
+
+## The `app_*` env layer requires conf >= 1.1.0
+
+The `app_*` environment-variable override layer was added in
+`@simpleworkjs/conf` **1.1.0**. On 1.0.0 the app ignores all `app_*` vars and only
+reads `base.js` / `<NODE_ENV>.js` / `secrets.js`. The Docker image will not honor
+`app_*` env on 1.0.0. Refresh the lock from the `nodejs/` directory:
+
+```bash
+cd nodejs && npm install @simpleworkjs/conf@^1.1.0
+```
+
+## Inspecting the merged config
+
+From the `nodejs/` directory:
+
+```bash
+node -e "console.log(require('@simpleworkjs/conf').ldap)"
+node -e "console.log(require('@simpleworkjs/conf').oauth)"
+node -e "console.log(require('@simpleworkjs/conf'))"   # everything
+```
+
+Or, inside the running container:
+
+```bash
+docker compose exec sso-manager node -e "console.log(require('@simpleworkjs/conf').ldap)"
+```
+
+`app_*` env vars override `secrets.js`, which overrides `base.js` — if a value
+isn't what you expect, check those layers in that order.
+
+## Migrating an existing instance to the generic defaults
+
+The committed `nodejs/conf/base.js` ships **generic** defaults
+(`dc=example,dc=com`, `localhost`, `SSO Manager`). Previously it carried
+Theta42-specific values (LDAP bind DN/bases, SMTP host/user/sender, OAuth
+issuer). If you run an existing instance off this repo:
+
+- Move per-deployment, non-secret values (bind DN, user/group bases, SMTP
+  host/user/sender, OAuth issuer, org name) from `base.js` into your gitignored
+  `conf/secrets.js`, **or** set them as `app_*` env vars.
+- Secret values (LDAP bind password, SMTP password, JWT secret) already belong
+  in `secrets.js`.
+
+## Troubleshooting `app_*` env vars
+
+### `app_*` vars seem to do nothing
+
+You're on `@simpleworkjs/conf` 1.0.0. Bump to 1.1.0+ (above).
+
+### LDAP operations 401 / "Invalid Credentials"
+
+Check the merged LDAP config the app actually sees:
+
+```bash
+cd nodejs && node -e "console.log(require('@simpleworkjs/conf').ldap)"
+```
+
+Confirm `url` / `bindDN` / `bindPassword` / `userBase` match your directory.
+
+[← Back to Home](index.html)

docs/sso/directory.md

@@ -0,0 +1,139 @@
+---
+layout: default
+title: Directory Management
+description: Managing your Home-Lab infrastructure, services, and LDAP access relationships via the SSO Directory API.
+---
+
+# Directory Management
+
+Theta Directory ships with a built-in **Directory & Inventory Management** feature. Instead of just managing bare LDAP groups for your homelab, the Directory allows you to map out your infrastructure graph and assign rich metadata to your services.
+
+## Architecture
+
+The Directory models your homelab infrastructure using a parent-child graph (e.g. `Site -> Host -> Service`).
+
+There are three primary **Kinds** of resources you can define:
+- **Site**: A physical location, datacenter, or root node (e.g., `us-east`). Sites do not require parents.
+- **Host**: A physical machine, Proxmox node, virtual machine, or LXC container. A Host **must** have a parent Site or another Host.
+- **Service (App)**: An application, web service. A Service **must** have a parent Host or another Service.
+- **OAuth Integration**: An OAuth 2.0 / OpenID Connect client application. An OAuth integration **must** have a parent Service.
+
+By defining this hierarchy, Theta Directory builds a queryable graph of your infrastructure.
+
+## Automatic LDAP Group Creation
+
+When you create a new **Host** or **Service** in the Directory via the web UI (or API), Theta Directory will automatically provision two LDAP groups in your directory to govern access to that resource:
+
+1. `<slug>_access` (Member level access)
+2. `<slug>_admin` (Owner level access)
+
+For example, if you create a Service named "Emby" with the slug `app_emby`, the system will create the LDAP groups `app_emby_access` and `app_emby_admin`. You can then assign users to these groups, and they will immediately see the service populate on their "My Services" dashboard.
+
+## Resource Metadata
+
+Resources carry a flexible `metadata` JSON object that can store essential context for your applications. The UI natively supports the following metadata fields:
+
+### Common Metadata
+- **Sub Type**: Free-form text to categorize the resource (e.g., `proxmox_node`, `linux`, `lxc`, `web`).
+- **IP Address**: The internal IP address of the resource.
+- **MAC Address**: The hardware address of the primary interface.
+- **Host / URI Address**: The FQDN or URL of the resource (e.g., `https://emby.home.arpa`).
+- **Production Environment**: A boolean toggle indicating if the resource is in production.
+
+### Host Metadata
+- **VMID**: The hypervisor VM or Container ID (e.g. `101`).
+- **OS**: The operating system name (e.g. `Ubuntu 22.04.3 LTS`).
+- **Kernel**: The kernel version string (e.g. `5.15.0-100-generic`).
+
+### Service Metadata
+- **Internal Port**: The local port the service binds to (e.g. `8080`).
+- **External Port**: The reverse-proxy or external port (defaults to Internal Port if left blank).
+- **Public (No Auth)**: Indicates if the service is exposed publicly without authentication.
+- **External Reachable**: Indicates if the service is accessible outside the VPN/local network.
+- **Git Repo**: The source code repository for the service (e.g. `https://github.com/...`).
+- **Install Path**: The filesystem path where the service is installed (e.g. `/opt/app`).
+- **Systemd Service**: The systemd unit name for the service (e.g. `app.service`).
+
+### Who sees which metadata
+
+Metadata keys are declared in `@simpleworkjs/directory-schema` with an `admin` flag, and every API response is passed through its projection. There are three tiers:
+
+- **Public** — returned to any authenticated caller, including machine (`ServiceToken`) callers: `ip`, `address`, `sshPort`, `fqdn`, `dnsNames`, `port`, `externalPort`, `portMappings`, `isExternalReachable`, `os`, `gitRepo`, `subType`, `icon`, `tagline`, `isPublic`, `isProduction`, `requestable`, `isCurrentSite`.
+- **Admin-only** — only for members of `app_sso_directory_admin` / `app_sso_admin`: `vmid`, `macAddress`, `installPath`, `systemdService`, and the OAuth config keys (`redirect_uris`, `scopes`, `allowed_groups`, `token_lifetime`).
+- **Never returned** — `client_secret_hash`, plus any key matching `/secret|password|privatekey/i`. Stripped on every path, admins included.
+
+Note that machine tokens are deliberately *not* admins, so anything a machine consumer needs (the firewall generator reads `port` / `externalPort` / `isExternalReachable`) has to be in the public tier. A metadata key that isn't declared at all is treated as admin-only and will silently vanish for normal users — if you add a field to the admin form, declare it in the schema package too.
+
+## Catalog & access requests
+
+The site root (`/`) is the end-user catalog — the only ungated page in the nav. It shows:
+
+- **My Access** — everything the signed-in user can reach (`GET /api/discovery/me`), each card carrying a **how to reach it** block: the URL for a service, or the SSH invocation for a host. When `directory.jumpHost` is set in the config, host cards render the jump-host form `ssh <uid>_-_<slug>@<jumpHost>`; otherwise they fall back to a direct `ssh <uid>@<ip>`.
+- **Discover More** — everything else in the directory, with a **Request access** button.
+- **My Requests** / **Awaiting My Approval** — pending requests, and the approve/deny queue for anyone who owns a requested resource.
+
+A request is a proposal to join an LDAP group. It targets the resource's `member`-level group (the `_access` one, never `_admin`), and approving it performs the LDAP group add — so LDAP stays the single access-control truth and the table is just the audit trail. Approvals are idempotent: approving for someone already in the group succeeds rather than erroring.
+
+Requests are decided by the resource's `owner`, or by any directory admin. Mark a resource `metadata.requestable = false` to keep it out of self-service.
+
+## Navigating the UI
+
+The Directory Management interface provides a **Tree View** toggle that visually nests your resources, making it easy to comprehend your network topography at a glance. You can also filter, search, and sort your entire infrastructure inventory. From the tree view, you can click the green `+` icon next to any resource to instantly add a child resource beneath it.
+
+<a href="images/directory.png" target="_blank"><img src="images/directory.png" alt="Directory & inventory list view" width="80%"></a>
+
+## Slug conventions
+
+Slugs are the stable identifiers automation keys off, so the tooling around Theta Directory follows a shared convention:
+
+- **Sites**: `site_<name>` — e.g. `site_local`, `site_us-east`
+- **Hosts**: `host_<hostname>` — e.g. `host_pve1`, `host_web01`
+- **Services/apps**: a plain slug or `app_<name>` — e.g. `sso-manager`, `app_emby`
+
+The auto-created LDAP groups derive from the slug (`<slug>_access` / `<slug>_admin`), so keep slugs stable once access groups are in use.
+
+## Automatic registration
+
+You don't have to build the graph by hand — the theta42 tooling registers itself:
+
+### The stack itself (theta-env)
+
+[theta-env](https://github.com/theta42/theta-env)'s `./setup.sh` seeds the directory on every run with the stack it deploys:
+
+- a **site** (name from `CFG_SITE_NAME` in `setup.env`, default `local` → slug `site_local`) marked as the current site
+- the **host** the stack runs on (`host_<hostname>`), with IP, MAC address, OS, and kernel collected from the machine
+- the **services** it composes — Theta Directory, Proxy (management UI), OpenLDAP Directory (the LDAPS endpoint Linux hosts and LDAP-native apps bind to), and OpenResty Edge (the 80/443 data plane) — each with its address, internal port, and git repo
+- the proxy's auto-registered **OAuth client**, linked under its service
+
+The seed is idempotent and non-destructive: a resource whose slug already exists is considered operator-owned — the seed only fills in metadata fields you haven't set, and never overwrites your values.
+
+### Linux hosts (ldap-client)
+
+The `ldap-client` join script enrolls a Debian/Ubuntu machine for LDAP login (SSSD/PAM), LDAP-backed `sudo`, and SSH keys from the directory — and, when given an SSO API token, registers the machine as a `host_<hostname>` resource with its IP, MAC, OS, and kernel, parented to the site named by its configured location.
+
+## Consumers of the directory
+
+The inventory graph isn't just documentation — other components read it to make decisions:
+
+- **[Jump Host](https://theta42.github.io/jump-host/)** — an SSH jump host that resolves which downstream machines a user may reach from their LDAP groups × the directory's `host` resources (`GET /api/discovery/resources?group=<cn>`), then bridges them in. The `host_<hostname>` slugs and `host_<slug>_access` groups this directory creates are exactly what it keys off; a host's `metadata.ip` / `metadata.sshPort` tell it where to connect. So a machine registered here (by theta-env or ldap-client) becomes reachable through the jump host the moment a user is in its access group.
+
+Planned consumers (end-user catalog, firewall/DNS generation) and the model/API gaps they need are tracked in [`directory_spec.md`](https://github.com/theta42/sso-manager-node/blob/master/directory_spec.md) §9.
+
+## API
+
+All of the above uses the same admin API the UI does (group `app_sso_directory_admin` or `app_sso_admin`):
+
+- `GET/POST /api/directory-admin/resources`, `PUT/DELETE /api/directory-admin/resources/:id`
+- `GET/POST/DELETE /api/directory-admin/edges` — parent/child links (`hosts`, `oauth` relations)
+- `GET/POST/DELETE /api/directory-admin/groups` — resource ↔ LDAP group links
+- `GET /api/directory-admin/access-summary` — per-resource group + member counts (the Access column)
+- `GET /api/directory-admin/user-access/:uid` — the reverse lookup: every resource a given user can reach, and via which group
+- Read-only graph views (any authenticated user): `GET /api/discovery/resources`, `/api/discovery/resources/:slug`, `/api/discovery/graph`, `/api/discovery/me`
+
+Access requests are open to any authenticated user; deciding is gated per-resource inside the router (resource owner or directory admin):
+
+- `POST /api/access-requests` — `{slug | resourceId, groupCn?, note?}`
+- `GET /api/access-requests/mine` — the caller's own history
+- `GET /api/access-requests` — pending requests the caller may decide
+- `POST /api/access-requests/:id/approve` · `POST /api/access-requests/:id/deny`
+- `DELETE /api/access-requests/:id` — the requester withdraws their own pending request

docs/sso/index.md

@@ -0,0 +1,52 @@
+---
+layout: default
+title: Home
+description: Theta Directory — the OpenID Connect provider, bundled OpenLDAP directory, and resource inventory at the core of theta-suite. One login for your modern apps, one LDAP directory for the rest, no phone-home.
+---
+
+# Theta Directory
+
+The identity and directory component of [theta-suite](../): an **OpenID
+Connect provider**, a bundled **OpenLDAP directory**, and a **resource
+inventory & IAM engine**, all behind one web console.
+
+One place to manage your users and groups, one login (OIDC) your modern apps
+can use, and one LDAP directory your older or odder apps can bind to directly
+— plus a graph of every site, host, and service you run, with auto-provisioned
+access groups. Everything runs on your own hardware; no phone-home, no hosted
+control plane, no per-user pricing.
+
+Theta Directory is deployed as part of theta-suite, alongside
+[Proxy](../proxy/) and [Jump Host](../jump-host/) — it isn't installed or run
+on its own. See the [Quickstart](../quickstart.html) to stand up the whole
+stack with one command.
+
+## Screenshots
+
+<a href="images/dashboard.png" target="_blank"><img src="images/dashboard.png" alt="Overview dashboard" width="49%"></a>
+<a href="images/users.png" target="_blank"><img src="images/users.png" alt="User list" width="49%"></a>
+<a href="images/groups.png" target="_blank"><img src="images/groups.png" alt="Groups" width="49%"></a>
+<a href="images/directory.png" target="_blank"><img src="images/directory.png" alt="Directory & inventory" width="49%"></a>
+<a href="images/oauth-clients.png" target="_blank"><img src="images/oauth-clients.png" alt="OAuth client (edit view)" width="49%"></a>
+<a href="images/agent-capabilities-metrics.png" target="_blank"><img src="images/agent-capabilities-metrics.png" alt="Agent capabilities & metrics" width="49%"></a>
+<a href="images/agent-install-join-key.png" target="_blank"><img src="images/agent-install-join-key.png" alt="Agent install with join key" width="49%"></a>
+
+*(click any screenshot to view full size)*
+
+## Features
+
+- **OpenID Connect / OAuth 2.0 provider** — your own access/refresh/ID
+  tokens; standard discovery document at `/.well-known/openid-configuration`.
+- **Bundled OpenLDAP directory** — users, groups, POSIX accounts, SSH public
+  keys, and sudo roles, with `memberOf` + referential-integrity overlays.
+- **Web management UI** — users, groups, and OAuth clients from a browser;
+  invite and password-reset flows over email; self-service profile + API
+  tokens.
+- **Direct LDAP binds** — anything that binds LDAP directly (Linux hosts
+  via PAM/SSSD, Gitea, Emby, …) uses LDAPS/StartTLS against the same
+  directory.
+- **[Multi-Site](multi-site.html)** — one master site, any number of read-only spokes that join with a single key and stay live-synced, with god_admin-gated promotion if the master goes down for good.
+- **Geo-Location Scaling** — built-in support for N-Way Multi-Master OpenLDAP [replication](replication.html) across physical sites (a different, lower-level mechanism — see [Multi-Site](multi-site.html) for how the two compare).
+- **[Directory & Inventory](directory.html)** — map sites, hosts, and services as a graph with rich metadata (IP/MAC, OS/kernel, ports, git repos), auto-provisioned access groups, and automatic registration from theta-suite's agents and discovery plugins. Drives directory-aware tools like the [SSH jump host](../jump-host/).
+- **Subtype metrics & lifecycle drivers** — telemetry, log streaming, and remote control for resources tagged with a `subType` (`systemd`, `docker`, `proxmox`, `wireguard`, `postgresql`, `redis`, `k8s`, …).
+- **OpenBao-backed secrets** — per-resource and per-user secrets with explicit upward inheritance (`Resource → Host → Cluster → Site`).

docs/sso/ldap.md

@@ -0,0 +1,432 @@
+---
+layout: default
+title: LDAP
+description: Theta Directory's bundled OpenLDAP directory — schema, service accounts, TLS, and connecting third-party apps directly.
+---
+
+# LDAP Directory
+
+[← Back to Home](index.html)
+
+> Looking for a plainer explanation of accounts, groups, and managers
+> instead of schema/attribute detail? See
+> [Accounts, Groups & Managers](concepts-accounts.html).
+
+Theta Directory runs an OpenLDAP directory holding your users and groups. The app
+authenticates against it over `localhost:389` (inside the all-in-one container)
+and exposes **LDAPS** (`ldaps://…:636`, TLS) for anything that binds LDAP
+directly — Linux hosts (PAM/SSSD, sudo rules, SSH keys), Gitea, Emby, the
+theta42/proxy, etc.
+
+## Directory layout
+
+```
+dc=yourdomain,dc=com
+├── ou=people          users (inetOrgPerson + posixAccount + …)
+├── ou=groups          groups (groupOfNames)
+└── ou=policies        password policies (pwdPolicy)
+    └── cn=ppolicy     default policy
+```
+
+### Users
+
+User entries are `cn=<uid>,ou=people,<base>` and carry the objectClasses:
+
+- `inetOrgPerson` (cn, sn, mail, …) — identity / contact attrs.
+- `posixAccount` (uid, uidNumber, gidNumber, homeDirectory) — the SSO's
+  `userFilter` is `(objectClass=posixAccount)`, so a user is "a real account"
+  iff it has `posixAccount`.
+- `ldapPublicKey` — SSH public keys (`sshPublicKey`).
+- `sudoRole` — per-user sudo rules (`sudoCommand`, `sudoHost`, `sudoUser`).
+- `theta42Person` (custom auxiliary; `dateOfBirth`).
+
+Every user (person or service account) also carries a `manager` attribute
+(the standard COSINE `manager`, `SUP distinguishedName`) — one or more DNs of
+the people who created/administer that account. Set automatically to the
+creator's DN on signup (whoever an admin was logged in as, or whoever sent
+the invite), and reassignable later from the account's Edit form. Anyone
+listed as a `manager` can edit that account (same fields an admin can:
+mobile, description, SSH key, date of birth, home directory, login shell,
+and the manager list itself) without needing `app_sso_admin`.
+
+Passwords are stored as `{SSHA512}` (8-byte salt, sha512(pass+salt), base64),
+verified by the `pw-sha2` module. The app's `hashPasswordSSHA512` is the
+canonical hasher; if you provision users out-of-band, hash passwords the same
+way or use `slappasswd -h '{SSHA512}'`.
+
+### Groups
+
+Groups are `cn=<name>,ou=groups,<base>` (`groupOfNames`) with a `member`
+attribute listing member DNs. The `memberOf` overlay populates reverse
+membership (`memberOf` on the user); `refint` keeps it consistent on
+add/remove.
+
+Note that `groupOfNames` requires **at least one member**, which has two
+consequences worth knowing: whoever creates a group is automatically seeded
+into it, and removing the last member (user *or* nested group) is refused with
+a 409 rather than leaving an invalid entry behind.
+
+### Nested groups
+
+A `member` DN may be another group's, not just a user's — that is how nesting
+is stored, with no extra schema. Everyone in the nested group is a member of
+the outer one, at any depth. Manage it on the **Groups** page under each
+group's *Nested* tab, or via the API:
+
+```
+PUT    /api/group/:group/nested/:child    nest :child inside :group
+DELETE /api/group/:group/nested/:child    un-nest
+GET    /api/group/:group/effective        direct users, nested groups, and the
+                                          full transitive set of users
+```
+
+Cycles are refused (409) rather than truncated — a loop makes "who is in this
+group" unanswerable. Two standing relationships are wired automatically: the
+cross-app `app_super_admin` is nested into every resource's `<slug>_admin`
+group, and each `<slug>_admin` into its `<slug>_access` group, so administering
+something implies being able to use it.
+
+**Resolving nesting is a client-side job on stock OpenLDAP.** No 2.6.x release
+can evaluate nested groups; `memberOf` and a `(member=X)` filter both return
+direct membership only. The bundled slapd is therefore built from source with
+the `nestgroup` overlay (see *Modules + overlays* below), and the app is told so
+via `ldap.nestedGroupsServerSide`. Against any other server the app computes the
+closure itself — same answers, more queries. Either way, **never read `memberOf`
+directly to make an access decision**; use `utils/user_groups.js`'s `groupCns()`,
+which is correct in both modes.
+
+### Personal groups
+
+Every user (person or service account) also gets a **personal Unix group**
+at creation — `cn=<uid>,ou=groups,<base>`, `objectClass: posixGroup` (RFC
+2307), holding just `cn` and `gidNumber` (the user's primary GID). This is a
+different schema than the `groupOfNames` groups above — its membership
+attribute is `memberUid` (a bare username, not a DN), and unlike
+`groupOfNames` it's valid with zero members. It's excluded from the
+`/groups` page (which filters on `objectClass=groupOfNames`) and managed
+instead from the owning user's own profile page ("Members of `<uid>`'s
+group", admin-only) — add other accounts as supplementary members, e.g. to
+share write access to files owned by this group.
+
+The SSO seeds these groups automatically (entrypoint / `install.sh`):
+
+| Group | Grants |
+|-------|--------|
+| `app_super_admin` | cross-app super admin. Nested into the three below, so its members hold those rights transitively rather than by a special case in app code — and the privilege is visible to LDAP-native consumers (SSSD, sudo) too. |
+| `app_sso_admin` | full admin (users, groups, settings) |
+| `app_sso_oauth_admin` | OAuth client management |
+| `app_sso_invite` | invitation management |
+| `app_sso_service_account` | not a permission — marks a `posixAccount` as a non-person service account (see *Service accounts* below). Deliberately **not** nested into, since it changes how an account is displayed rather than what it may do. |
+
+## TLS (LDAPS / StartTLS)
+
+The bundled slapd generates a **self-signed cert** on first start (CN =
+`LDAP_CERT_CN`, valid 10y, SAN = CN + `localhost` + `127.0.0.1`) and listens on:
+
+- `ldaps:///` — **636**, TLS (the port to expose for direct-LDAP clients).
+- `ldap:///` — **389**, plain + StartTLS (not mapped to the host by default).
+
+The cert lives on the `ldap-certs` volume so it persists across container
+recreation.
+
+### Trusting the self-signed cert
+
+Copy it out and add it to the client's CA store:
+
+```bash
+docker compose cp sso-manager:/etc/openldap/certs/ldap.crt ./ldap.crt
+```
+
+…or, for quick LAN use, set `TLS_REQCERT never` on the client (the theta42/proxy
+sets `app_ldap__tlsOptions__rejectUnauthorized=false` for the same effect).
+
+### Using your own cert
+
+Replace the `ldap-certs` named volume with a bind mount containing your own
+`ldap.crt` + `ldap.key`:
+
+```yaml
+volumes:
+  - ./certs:/etc/openldap/certs   # must contain ldap.crt + ldap.key
+```
+
+The entrypoint leaves existing certs untouched (idempotent).
+
+## Choosing the LDAPS hostname
+
+The `/integrations` page advertises an **LDAPS URL** for direct LDAP binds. By
+default it derives that URL from the public OAuth issuer (e.g.
+`https://sso.example.com` → `ldaps://sso.example.com:636`). That is convenient,
+but it implies LDAP clients reach your directory through the same public
+hostname — which usually means port-forwarding 636 through your router.
+
+**Do not port-forward LDAPS (636) to the public internet.** LDAP simple binds
+have no rate limiting and are a brute-force target. Instead, use one of these
+internal-only patterns and set `conf.ldap.ldapsHost` (or
+`app_ldap__ldapsHost`) so the `/integrations` page shows the right URL.
+
+### 1. Same Docker / local network host (best for apps on this machine)
+
+If the LDAP client runs on the same Docker network as Theta Directory (for
+example, the bundled `theta-suite` stack), use the internal service name:
+
+```
+ldaps://sso-manager:636
+```
+
+In `conf/secrets.js`:
+
+```javascript
+ldap: {
+  ldapsHost: 'sso-manager',
+  ldapsPort: 636,
+}
+```
+
+The proxy in theta-env already uses this internally. The bundled slapd cert
+includes `sso-manager` in its SAN when `LDAP_CERT_CN` is left at its default,
+so hostname verification works without extra setup.
+
+### 2. LAN host behind your router (best for separate home-lan machines)
+
+Create an internal-only DNS record — e.g. `ldap.internal.example.com` →
+`192.168.1.10` — using your router, Pi-hole, or a local `hosts` file. Then get
+or generate a cert whose SAN/CN matches that internal name:
+
+- **Let's Encrypt wildcard** (`*.internal.example.com`) works if you own the
+  public domain and can complete DNS-01 challenge; the record itself can stay
+  private/routable only inside your LAN.
+- **Internal CA** is fine for a pure LAN: run a small CA, issue a cert for
+  `ldap.internal.example.com`, and distribute the CA cert to clients.
+- **Self-signed** with `LDAP_CERT_CN=ldap.internal.example.com` also works; copy
+  the generated `ldap.crt` to each client and trust it.
+
+In `conf/secrets.js`:
+
+```javascript
+ldap: {
+  ldapsHost: 'ldap.internal.example.com',
+  ldapsPort: 636,
+}
+```
+
+The URL on `/integrations` becomes `ldaps://ldap.internal.example.com:636`.
+
+### 3. Public hostname (acceptable only behind a VPN/firewall)
+
+If a remote host must bind LDAP, put it behind a VPN (Tailscale, WireGuard,
+etc.) or a tightly locked-down firewall rule. In that case the public hostname
+may be appropriate, but the LDAPS port should still not be reachable from the
+open internet.
+
+### Why not just use the LDAP server's IP address?
+
+TLS clients verify the server name against the certificate. Connecting to
+`ldaps://192.168.1.10:636` with a cert issued for `*.internal.example.com`
+will fail hostname verification unless you disable cert checks — which removes
+most of the security benefit of LDAPS. Always use a hostname that matches the
+cert.
+
+## Service accounts
+
+A service account is a normal `posixAccount` for something that isn't a
+person: a media manager, a torrent client, a service like Emby, or a
+read-only bind account an app uses to look users up — anything that needs a
+real `uidNumber`/`gidNumber` to own files, or that other accounts join via a
+group for write access (e.g. a `stuff_manager` group granting write rights
+to a media library). There's only one kind — every account, person or
+service, is a real `posixAccount` with a UID.
+
+Create one from the **Users → Service Accounts** tab's "Add new user" form
+with **This is a service account** checked — it skips the birthday/
+Terms-of-Service fields a real person's account needs and asks for just an
+account name. It's flagged (via membership in the `app_sso_service_account`
+group) so it's listed separately from real people and excluded from "all
+users" notification broadcasts.
+
+Email and password are both optional for a service account:
+
+- No `mail` is set unless you give it one (it never needs a mailbox).
+- Leaving the password blank is fine — no `userPassword` attribute is set at
+  all, and an entry with no `userPassword` simply can't bind with any
+  password (standard LDAP simple-bind behavior). Only set a password if the
+  account actually needs to authenticate as itself (e.g. a bind-only account
+  an app uses to look users up).
+
+theta-env's bootstrap creates its own `cn=ldapclient` bind account directly
+against LDAP (independent of this app), and the proxy binds as it — that
+account won't show up in the Service Accounts tab since it isn't managed
+through this app, but it keeps working unchanged.
+
+Either way: don't reuse the admin DN, and give a service account only the
+group memberships and `manager`s it actually needs.
+
+Example bind test (a service account with a password set):
+
+```bash
+ldapsearch -x -H ldaps://sso.example.com:636 \
+  -D "cn=ldapclient,ou=people,dc=yourdomain,dc=com" -W \
+  -b "ou=people,dc=yourdomain,dc=com" '(objectClass=posixAccount)' cn mail
+```
+
+## Connecting a 3rd-party app or container
+
+Most self-hosted apps with an "LDAP authentication" settings page — Gitea,
+Nextcloud, Grafana, Emby, Jenkins, etc. — or containers configured via
+`LDAP_*` env vars, all ask for the same handful of values. These are the
+`conf.ldap` values from [Configuration](configuration.html), applied to
+*your* domain:
+
+| Field the app asks for | Value |
+|---|---|
+| Host / URL | `ldaps://<your-sso-host>:636` (preferred), or `ldap://<host>:389` + StartTLS |
+| Bind DN | a dedicated service account — e.g. `cn=ldapclient,ou=people,<base>` (see above) |
+| Bind password | that service account's password |
+| User search base | `ou=people,<base>` |
+| User search filter | `(objectClass=posixAccount)` |
+| Username attribute | `uid` |
+| Email attribute | `mail` |
+| Group search base | `ou=groups,<base>` |
+| Group membership attribute | `memberOf` (on the user entry — populated by the `memberof` overlay) |
+| TLS | required for 636 (LDAPS); if using the bundled self-signed cert, either trust it (see *TLS* above) or set the app's "don't verify cert" option for LAN-only use |
+
+### Worked example: Gitea
+
+Gitea's **Admin → Authentication Sources → Add Authentication Source** (type
+LDAP, "Bind DN/Password") maps directly:
+
+- Security Protocol: `LDAPS`
+- Host / Port: your SSO host / `636`
+- Bind DN: `cn=ldapclient,ou=people,dc=yourdomain,dc=com`
+- Bind Password: the service account's password
+- User Search Base: `ou=people,dc=yourdomain,dc=com`
+- User Filter: `(&(objectClass=posixAccount)(uid=%s))`
+- Username Attribute: `uid`
+- E-mail Attribute: `mail`
+
+Other apps with an LDAP settings UI follow the same shape — the field names
+above are the constants; only the base DN and hostname change per deployment.
+
+### Generic Docker container (`LDAP_*` env vars)
+
+For images that take a flat env-var LDAP config (there's no single standard,
+but most look like this):
+
+```yaml
+environment:
+  LDAP_URL: ldaps://sso.example.com:636
+  LDAP_BIND_DN: cn=ldapclient,ou=people,dc=yourdomain,dc=com
+  LDAP_BIND_PASSWORD: <service-account-password>
+  LDAP_USER_BASE: ou=people,dc=yourdomain,dc=com
+  LDAP_USER_FILTER: (objectClass=posixAccount)
+  LDAP_GROUP_BASE: ou=groups,dc=yourdomain,dc=com
+```
+
+Check the specific image's docs for its actual variable names — the values
+you plug in are still the ones from the table above.
+
+### Full Linux host auth (SSH, sudo, login) instead of a single app
+
+If you want a *host* (not just one app) to authenticate logins, SSH keys, and
+sudo against this LDAP directory — not just one application — that's a
+different integration (SSSD + PAM + NSS, not a single bind). See
+[theta42/ldap-client](https://github.com/theta42/ldap-client): a script that
+configures SSSD on Ubuntu/Debian hosts against this directory, including
+group-based access control and SSH public key retrieval from LDAP.
+
+## Modules + overlays (external LDAP servers)
+
+If you point the app at your own LDAP server instead of the bundled slapd, it
+needs:
+
+- **Modules:** `pw-sha2` (the app stores user passwords as `{SSHA512}`),
+  `ppolicy`, `memberof`, `refint`.
+- **Optional — `nestgroup`:** server-side nested-group evaluation. Not in any
+  released OpenLDAP (added to master as ITS#10161 in March 2024; 2.7 is still
+  unreleased), so the bundled image builds slapd from a pinned upstream commit.
+  Without it the app resolves nesting itself and everything still works — leave
+  `ldap.nestedGroupsServerSide` at `false`. With it, set that to `true` and
+  configure:
+
+  ```
+  overlay         nestgroup
+  nestgroup-base  ou=groups,<base>
+  nestgroup-flags member-filter memberof-filter memberof-values
+  ```
+
+  Flags are **space-separated**; the comma form the man page's `{a, b, c}`
+  notation suggests is rejected. `member-values` is deliberately omitted — it
+  expands the `member` attribute when reading a group, which destroys the
+  distinction between "listed here" and "reachable through a nested group", and
+  the raw values are then unrecoverable. Transitive answers come from the filter
+  flags and from `GET /api/group/:group/effective`.
+
+  One more consequence of building from master: it ships **LMDB 1.0.0**, whose
+  on-disk format is mutually unreadable with the 0.9.x in 2.6.x
+  (`MDB_INVALID: File is not an LMDB file`). Moving a directory between the two
+  is a `slapcat` → `slapadd` reload, not a restart.
+- **Custom schema:** the `theta42Person` auxiliary objectClass with
+  `dateOfBirth` — see `ops/ldap-setup.sh` for the LDIF.
+- **Directory tree:** `ou=people`, `ou=groups`, `ou=policies` under the base DN,
+  a default `pwdPolicy` at `cn=ppolicy,ou=policies,<base>`.
+- **Required groups:** `app_sso_admin`, `app_sso_invite`, `app_sso_oauth_admin`,
+  and `app_super_admin` (the cross-app super-admin group; the bundled entrypoint
+  also nests it into the first three).
+
+`ops/ldap-setup.sh -p <admin-password>` configures all of the above
+idempotently against a running slapd (auto-detects the database holding your
+base DN, and verifies `pwdAccountLockedTime` is live — the attribute the app's
+active/inactive toggle depends on).
+
+## Backups and restore
+
+`ops/backup.sh` automates this (LDAP + Redis + `./config/`, with retention)
+— see the *Backups and restore* section of
+`DEPLOYMENT.md`. The manual LDAP-only steps below are what it does under the
+hood, useful if you want just the directory without Redis/config.
+
+**Backup** (while slapd is running):
+
+```bash
+docker compose exec sso-manager slapcat -f /etc/openldap/slapd.conf \
+  -b "dc=yourdomain,dc=com" > ldap-backup-$(date +%F).ldif
+```
+
+Store the `.ldif` off the host — it contains every user's password hash.
+
+**Restore** into a stopped directory. The SSO image uses a static `slapd.conf`
+(slapd starts with `-f`, not cn=config `-F`), so restore uses `slapadd -f`:
+
+```bash
+docker compose stop sso-manager
+docker compose run --rm --no-deps --entrypoint sh sso-manager -c \
+  'rm -f /var/lib/ldap/* && slapadd -f /etc/openldap/slapd.conf -l /dev/stdin' \
+  < ldap-backup-<date>.ldif
+docker compose start sso-manager
+```
+
+Verify: `docker compose exec sso-manager ldapsearch -x -b "dc=yourdomain,dc=com"`.
+
+Redis state (OAuth clients, tokens) and `./config/` secrets are backed up
+separately — see the *Backups and restore* section of `DEPLOYMENT.md` for the
+full (LDAP + Redis + secrets) runbook.
+
+## Troubleshooting
+
+### `503 OpenLDAP ppolicy overlay is not configured`
+
+The ppolicy overlay isn't attached to the database holding your users, so the
+active/inactive toggle can't set `pwdAccountLockedTime`:
+
+```bash
+sudo ./ops/ldap-setup.sh -p 'admin-password' -b dc=yourdomain,dc=com
+```
+
+### LDAP connection refused
+
+```bash
+docker compose exec sso-manager sh -c 'ldapsearch -x -H ldap://localhost:389 -b "" -s base'
+systemctl status slapd   # bare metal
+```
+
+[← Back to Home](index.html)

docs/sso/multi-site.md

@@ -0,0 +1,139 @@
+---
+layout: default
+title: Multi-Site (Master/Spoke Join)
+---
+
+# Multi-Site (Master/Spoke Join)
+
+If you run more than one physical site, Theta Directory can run one site as
+the **master** (single write authority for the shared catalog) and any
+number of **spokes** — read-only replicas that stay in sync automatically and
+run local authentication with zero WAN dependency.
+
+This is a higher-level mechanism than [raw LDAP N-way
+replication](replication.html) — and it now drives that lower-level
+replication for you automatically. See [How this relates to LDAP
+replication](#how-this-relates-to-ldap-replication) below.
+
+## Why and when to use this
+
+- **Zero-touch spoke setup.** One join key, one URL, and a spoke adopts the
+  whole directory (users, groups, resource catalog) in one step — no manual
+  `syncrepl` configuration.
+- **Single write authority, no split-brain.** Only the master accepts
+  directory writes. A spoke that loses WAN connectivity keeps working for
+  local reads/auth and unconditionally stays read-only — it never silently
+  promotes itself. Changing which site is master always requires an explicit,
+  authenticated action by a `god_admin`.
+- **Stays in sync, not just a one-time copy.** Once joined, a spoke keeps
+  receiving live updates whenever the master's catalog changes — you don't
+  re-run the join to pick up new hosts/apps/users.
+
+## How it works
+
+1. **On the master**, an admin mints a **site join key** (Directory → the
+   Master Site modal → **Site Join Keys** → Mint key). It's shown once,
+   stored hashed, and revocable.
+2. **On the spoke** (must be a fresh install — no users beyond the bootstrap
+   admin, no enrolled agents), either:
+   - Paste the master's URL and the join key into the Master Site modal's
+     **Join an Existing Site** form, or
+   - Set `CFG_MASTER_DIRECTORY_URL` / `CFG_MASTER_DIRECTORY_JOIN_KEY` before
+     the first `./setup.sh` run -- either in `setup.env` (which has every
+     option), or in a dedicated `spoke.env` (`cp spoke.env.example spoke.env`)
+     if you'd rather keep join-a-cluster config separate from the rest of the
+     stack's setup. Both are read; `spoke.env`'s values win on a conflict.
+     No public IP on this site at all? `spoke.env.example` also covers the
+     no-inbound relay vars (`CFG_SPOKE_NO_INBOUND`/`CFG_SPOKE_PUBLIC_HOST`).
+
+     Want this spoke reachable at its own public domain rather than sharing
+     the master's? `CFG_DOMAIN` (the LDAP identity namespace) must stay
+     identical across every site in a cluster — MMR replicas can't diverge
+     on base DN — but `CFG_PUBLIC_DOMAIN` overrides just this site's own web
+     hostnames (`sso.*`/`proxy.*`) independently of it. Only meaningful for
+     an inbound spoke serving its own traffic directly.
+3. The spoke pulls the master's full export (LDAP tree, resource catalog,
+   agent-signing key) and adopts it, then registers its own reachable URL
+   with the master so it can receive live updates going forward.
+4. From then on, every change to the master's catalog pushes to every
+   registered spoke automatically. A spoke's own directory-write requests are
+   rejected with a `403` pointing at the master — writes always go there.
+
+### Promoting a spoke to master
+
+If the master site goes down for good (or you're relocating write
+authority), a `god_admin` can promote any spoke from its own Master Site
+modal. Promotion is one coordinated action: it demotes the previous master as
+part of the same request (best-effort — an unreachable old master never
+blocks the promotion, since that's exactly the scenario this exists for), and
+every other spoke gets pointed at the new master automatically.
+
+## What replicates
+
+| Data | How |
+|---|---|
+| LDAP (users, groups) | Full export on join; live push on every master change |
+| Resource catalog (hosts, apps, sites) | Same |
+| Agent-signing key | Same — every site can validly sign a command for any agent enrolled at *any* site |
+
+The agent-signing key being identical everywhere is a deliberate tradeoff for
+small, trusted deployments (a handful of sites, not hundreds) — it means
+compromising the least-secured spoke has the same agent-command blast radius
+as compromising the master. If that tradeoff doesn't fit your deployment,
+don't rely on this mechanism as-is.
+
+Secrets *beyond* the agent-signing key (LDAP admin password, JWT secret, and
+so on) are **not** currently synced — each site still generates its own.
+
+## Requirements and current limits
+
+- Both sites need a network path to each other's HTTP(S) API — the master to
+  pull an export from, the spoke to push replication updates back to. A site
+  with **no inbound path at all** (e.g. behind CGNAT) can still join: set
+  `CFG_SPOKE_NO_INBOUND=true` + `CFG_SPOKE_PUBLIC_HOST` (`spoke.env.example`)
+  once its jump-host is meshed to the master's over WireGuard (mesh peering
+  itself is a manual, one-time step on both jump-hosts — see [Theta Gateway
+  → Mesh](../jump-host/mesh.html)) — the master then relays traffic to it
+  and auto-creates the matching route on its own `theta-proxy`. A spoke with
+  **zero inbound and zero outbound** path still can't join at all (the join
+  itself needs to reach the master's API directly).
+- Joining only ever happens on a **fresh install**. There's no way to merge
+  an already-populated directory into a master's — re-provision the host
+  first.
+- Promoting a spoke to master doesn't instantly finish reconciling OpenLDAP
+  replication (see below) — re-run `setup.sh` on the newly-promoted node
+  promptly afterward.
+
+## How this relates to LDAP replication
+
+[N-way LDAP replication](replication.html) is the *lower-level* mechanism
+underneath this: `slapd`'s own `syncrepl`, wired via `LDAP_SERVER_ID` +
+`LDAP_REPLICATION_HOSTS`. Originally this was hand-configured by the
+operator, separately from the join flow above, for deployments that wanted
+every site independently writable with no concept of a master.
+
+**When you join via this page's flow, that lower-level config is now handled
+for you.** The master auto-assigns each spoke a unique `LDAP_SERVER_ID` at
+join time and derives every site's LDAP URL from its already-known HTTPS
+endpoint — `theta-suite`'s `bootstrap/site-ldap-register.js` applies it,
+re-checked on every `setup.sh` run since the peer list grows as spokes join.
+You don't hand-set `LDAP_SERVER_ID`/`LDAP_REPLICATION_HOSTS` for a cluster
+built this way. See [Geo-Location Scaling](replication.html#automatic-config-via-multi-site-join)
+for the mechanics, and its documented limitation: the *master's* own
+replication list only updates on ITS next `setup.sh` run, not live the
+instant a new spoke joins.
+
+Still want fully independent, always-writable sites with no master/spoke
+concept at all? `CFG_LDAP_MMR_MANUAL=true` opts out of the automatic path so
+you can hand-set `LDAP_SERVER_ID`/`LDAP_REPLICATION_HOSTS` directly, same as
+before this integration existed.
+
+## See also
+
+- Full architecture and current implementation status:
+  [`MULTI_SITE_SPEC.md`](https://github.com/theta42/theta-suite/blob/master/docs/MULTI_SITE_SPEC.md)
+  in the `theta-suite` repo.
+- Endpoint-level detail: [`docs/site-join.md`](https://github.com/theta42/theta-directory/blob/master/docs/site-join.md)
+  in the `theta-directory` repo.
+- Site-to-site networking (WireGuard mesh between gateways, independent of
+  directory sync): [Theta Gateway → Mesh](../jump-host/mesh.html).

docs/sso/oauth.md

@@ -0,0 +1,111 @@
+---
+layout: default
+title: OAuth / OIDC
+description: Theta Directory's OpenID Connect / OAuth 2.0 provider — discovery document, client registration, and token endpoints.
+---
+
+# OAuth 2.0 / OpenID Connect
+
+[← Back to Home](index.html)
+
+> Looking for a plainer explanation of clients/scopes/redirect URIs instead
+> of endpoint-level detail? See
+> [Connecting Apps (Single Sign-On)](concepts-oauth-apps.html).
+
+Theta Directory is an **OpenID Connect / OAuth 2.0 provider**: it issues its own
+access, refresh, and ID tokens that your apps can consume to authenticate
+users and authorize API calls. It also runs a full OpenLDAP directory, so it
+can be both your SSO and your user directory at once.
+
+## Discovery
+
+The provider publishes a standards-compliant discovery document:
+
+```
+GET https://<sso-host>/.well-known/openid-configuration
+```
+
+It advertises the `issuer`, `authorization_endpoint`, `token_endpoint`,
+`userinfo_endpoint`, `end_session_endpoint`, supported scopes, and token
+lifetimes. OIDC clients (e.g. the theta42/proxy) can read their endpoint URLs
+from here rather than configuring each one.
+
+The `issuer` advertised is `conf.oauth.issuer` — set it to the **browser-facing**
+HTTPS URL the SSO is served at (e.g. `https://sso.example.com`), either in
+`conf/secrets.js` or via `app_oauth__issuer` / `OAUTH_ISSUER`.
+
+## OAuth clients
+
+An OAuth client represents an app that authenticates against the SSO. Each has:
+
+- `client_id` (UUID) + `client_secret` (bcrypt-hashed; the **raw secret is
+  shown once** when the client is created or rotated — save it immediately).
+- `name`, `description`, `created_by` (the admin uid that created it).
+- `redirect_uris` — allowed callback URLs. Each entry matches exactly, or may
+  use `*` (one hostname label) / `**` (any number of labels) as a wildcard —
+  e.g. `https://*.example.com/__proxy_auth/callback` covers every host
+  theta42/proxy fronts under `example.com`, so you don't have to register
+  each proxied host's callback individually.
+- `scopes` — requested scopes (default `openid profile email groups`).
+- `allowed_groups` — restrict the client to members of specific SSO groups
+  (empty = any valid user).
+- `token_lifetime` — `access_token` / `refresh_token` lifetimes (seconds).
+
+### Managing clients
+
+Clients are managed directly from the **Directory** tab in the web UI. They are modeled as resources of `kind: oauth` and must belong to a parent Service.
+
+| Action | How to do it |
+|--------|--------------|
+| **Create** | Click the green **+** on a parent Service to add a child resource. Choose **OAuth Integration**. The raw `client_secret` is shown once upon creation. |
+| **Edit** | Click the edit pencil on the OAuth resource in the Directory list or tree. You can update redirect URIs, scopes, allowed groups, and token TTLs. |
+| **Delete** | Click the trash can on the OAuth resource in the Directory list. |
+| **Rotate Secret** | Open the edit modal for the OAuth resource and click **Rotate Client Secret**. The new raw secret is shown once. |
+
+> All client-management actions use the standard Directory API (`/api/directory-admin/resources`) and are gated by the `app_sso_directory_admin` group.
+
+<a href="images/oauth-clients.png" target="_blank"><img src="images/oauth-clients.png" alt="Editing an OAuth client resource" width="80%"></a>
+
+## Scopes
+
+| Scope | Claims / access |
+|-------|-----------------|
+| `openid` | OIDC ID token + discovery |
+| `profile` | `preferred_username`, display name, etc. |
+| `email` | the user's `mail` |
+| `groups` | the user's group memberships (the `groups` claim) |
+
+The `groups` claim is what relying parties (e.g. the proxy's
+`app_auth__adminGroups`) use to map group membership to roles.
+
+## Token lifetimes
+
+Defaults (overridable per-client via `token_lifetime`, or globally via
+`app_oauth__token_lifetime__access_token` /
+`app_oauth__token_lifetime__refresh_token`):
+
+- access token: 3600s (1 hour)
+- refresh token: 2592000s (30 days)
+
+## Admin gating
+
+SSO admin actions are gated by LDAP group membership (checked via the group's
+`member` list, not `memberOf` on the user):
+
+- `app_sso_admin` — full admin (users, groups, settings).
+- `app_sso_oauth_admin` — OAuth client management.
+- `app_sso_invite` — invitation management.
+
+The bootstrap in [theta-env](https://github.com/theta42/theta-env) creates your
+first admin and adds them to `app_sso_admin` + `app_sso_oauth_admin`
+automatically.
+
+## JWT signing
+
+Tokens are signed with `conf.oauth.jwtSecret` (`app_oauth__jwtSecret` /
+`JWT_SECRET`). **Persist this secret** — if it changes, every issued token
+stops validating. The all-in-one Docker image auto-generates one if none is set,
+but that generated value does not survive container recreation unless you
+persist it (set `JWT_SECRET` in your `.env`).
+
+[← Back to Home](index.html)

docs/sso/replication.md

@@ -0,0 +1,80 @@
+---
+layout: default
+title: Geo-Location Scaling (Replication)
+---
+
+# Geo-Location Scaling (Replication)
+
+Theta Directory bundles its own identity provider, but if you have multiple physical sites, you may want a local copy of the directory at each site to ensure low latency and high availability.
+
+## Why and when to use this?
+- **High Availability (HA)**: If your primary site goes completely offline, your other sites can still authenticate users locally without depending on a WAN link.
+- **Low Latency**: Applications at a remote site can bind directly to their local LDAP server (`localhost` or LAN IP) instead of traversing the internet to query the primary site, making logins blazing fast.
+- **Independent Failure Domains**: By replicating only the LDAP directory (the source of truth) and keeping session state (Redis) independent, you prevent complex "split-brain" scenarios in the web UI. A failure at Site A won't bring down Site B.
+
+By default, the `sso-manager` Docker container runs a single, independent OpenLDAP instance. However, you can enable **N-Way Multi-Master Replication** via environment variables.
+
+## How it works
+
+In an N-Way Multi-Master setup, every site runs a fully active OpenLDAP server (`slapd`).
+- **Reads and Writes anywhere**: A user can change their password or update their profile at Site A, Site B, or Site C.
+- **Conflict Resolution**: OpenLDAP's `syncrepl` engine uses Context Sequence Numbers (CSN) to track changes. If Site A goes offline and a user changes their password at Site B, Site A will automatically pull the newest changes the moment it rejoins the cluster.
+- **Independent Redis**: Session data, API Tokens, and OAuth Clients are stored in Redis. By design, Redis is NOT replicated in this geographic setup. This ensures that a failure at Site A never causes Site B's Redis to become read-only, which would break the web UI at Site B. OAuth clients must be configured per-site.
+
+## Configuration
+
+The container's entrypoint reads two environment variables to configure this
+-- `LDAP_SERVER_ID` (a unique integer for this node) and
+`LDAP_REPLICATION_HOSTS` (a space-separated list of every **other** node's
+LDAP URL) -- and, when both are set, automatically loads the `syncprov`
+module, enables `mirrormode`, and generates the necessary `syncrepl` blocks
+in `/etc/openldap/slapd.conf`.
+
+### Automatic config via Multi-Site join
+
+**If you're using [Multi-Site join](multi-site.html) (`CFG_MASTER_DIRECTORY_URL`/`spoke.env`),
+you don't set these by hand.** The master assigns each spoke a unique
+`LDAP_SERVER_ID` at join time (the same way it assigns a WireGuard mesh
+index) and derives `LDAP_REPLICATION_HOSTS` from every site's already-known
+HTTPS endpoint (`ldaps://<same-host>:636`) -- `theta-suite`'s `bootstrap/
+site-ldap-register.js` applies it and re-checks on every `setup.sh` run,
+since the peer list grows as new spokes join, restarting `sso-manager` only
+when the computed config actually changed.
+
+**Known limitation**: the *master's* own `LDAP_REPLICATION_HOSTS` only gets
+recomputed when its `setup.sh` is re-run — there's no live push telling an
+already-running master about a spoke that joined five minutes ago. Re-run
+`setup.sh` on the master after bringing up a new spoke (or after promoting
+one to master) to pick up the current peer list. A spoke's own config, by
+contrast, is re-checked and applied on every `setup.sh` run there, which is
+the common/recurring event.
+
+### Manual configuration
+
+Have a topology outside a `theta-suite`-managed cluster (fully independent,
+always-writable sites, no master/spoke concept)? Set
+`CFG_LDAP_MMR_MANUAL=true` to skip the automatic path entirely and set the
+two variables directly -- without this, the automatic step runs on every
+deployment (every fresh install starts as a master) and will overwrite them.
+
+**Site 1**
+```env
+LDAP_SERVER_ID=1
+LDAP_REPLICATION_HOSTS="ldaps://sso.site2.com:636 ldaps://sso.site3.com:636"
+```
+
+**Site 2**
+```env
+LDAP_SERVER_ID=2
+LDAP_REPLICATION_HOSTS="ldaps://sso.site1.com:636 ldaps://sso.site3.com:636"
+```
+
+**Site 3**
+```env
+LDAP_SERVER_ID=3
+LDAP_REPLICATION_HOSTS="ldaps://sso.site1.com:636 ldaps://sso.site2.com:636"
+```
+
+## User Locations
+
+When creating or editing a user, you can specify their **Location (Site)**. This maps directly to the standard LDAP `l` (localityName) attribute, allowing you to track which physical site a user belongs to natively within the directory.

docs/sso/vault.md

@@ -0,0 +1,45 @@
+---
+layout: default
+title: Secrets Vault
+nav_order: 6
+---
+
+# Secrets Vault
+
+Theta Directory integrates natively with **OpenBao** (a Vault fork) to securely manage and store sensitive data, configuration, and API keys.
+
+The Vault proxy endpoint is exposed directly through Theta Directory at `/api/vault/v1/`, which safely authenticates and authorizes requests before forwarding them to the internal OpenBao container.
+
+## Architecture
+
+The secrets engine uses a persistent file backend (`/var/lib/docker/volumes/theta-env_openbao-data/_data`) to ensure high availability and durability.
+
+When the environment is initialized via `setup.sh`, OpenBao is automatically unsealed and seeded with a root token that the application uses for authentication. The root token is kept securely inside the container environment.
+
+## Accessing the Vault
+
+The Theta Directory Vault can be accessed in two ways:
+
+1. **Via the Theta Directory UI**: Go to the **Admin Configuration** page (`/conf`) to edit the application's configuration secrets directly. SMTP and OAuth settings are edited through structured form fields (not a raw JSON blob) and saved to OpenBao at `secret/sso-manager/conf` at runtime, taking effect immediately. Secret fields — the SMTP password and the OAuth JWT secret — are returned masked (`********`); leave the field unchanged (or blank) to keep the stored value, or enter a new value to replace it.
+2. **Via the REST API**: Send requests to `/api/vault/v1/...` with your Theta Directory session or API Token.
+
+### API Example
+
+To read secrets from the default key-value store, issue a `GET` request to:
+`/api/vault/v1/secret/data/sso-manager/conf`
+
+Only administrators with `app_sso_admin` or `admin` permissions can query the vault endpoints.
+
+## Namespaces and Paths
+
+Currently, secrets are maintained at `/v1/secret/data/sso-manager/conf` using the `kv-v2` backend. When configurations are edited via the admin UI, Theta Directory performs a deep-merge so that partial updates don't overwrite unrelated keys (such as SMTP vs OAuth configurations).
+
+## Plugin Integration
+
+Plugin instances store their per-instance secrets in OpenBao at
+`secret/plugins/<instance-id>/conf` (configured, loaded/unloaded, and run from
+the **Plugins** page — see [Plugins](plugins.html)). The plugin process runs
+in-process, so Theta Directory reads/writes those secrets server-side through
+the `sso-broker` token; the admin UI only ever sees masked values, and external
+apps can retrieve API tokens via the `/api/vault` proxy to keep permissions
+consistently enforced instead of hardcoding them.

docs/standalone.md

@@ -1,136 +0,0 @@
----
-layout: default
-title: Standalone
-description: Running the SSO Manager or the proxy on their own, without theta-env's orchestration.
----
-
-# Running each project standalone
-
-[← Back to Home](index.html)
-
-theta-env composes the two projects but doesn't fork them — both work on their
-own. The submodules in this repo are normal clones; you can also clone them
-directly from GitHub.
-
----
-
-## SSO Manager alone
-
-The all-in-one image (`Dockerfile.openldap`) bundles the app + OpenLDAP + Redis:
-
-```bash
-git clone https://github.com/theta42/sso-manager-node.git
-cd sso-manager-node
-mkdir -p config && cp secrets.js.example config/sso-secrets.js   # edit it
-docker compose up -d --build
-```
-
-The entrypoint points the `CONF_SECRETS` env var at `config/sso-secrets.js` so
-`@simpleworkjs/conf` reads it. Set `ldap.bindPassword`, `oauth.jwtSecret`, and
-the `stack`/`bootstrap` keys (the app ignores the ones it doesn't use). Pass
-**no `app_*` env** — env beats the secrets file, so `app_*` would silently
-override your file.
-
-- Web UI: `http://localhost:3001`
-- Health: `http://localhost:3001/health`
-- OIDC discovery: `http://localhost:3001/.well-known/openid-configuration`
-- LDAPS: `ldaps://<host>:636`
-
-Requires `@simpleworkjs/conf` >= 1.2.0. Full reference:
-[SSO Manager deployment docs](https://theta42.github.io/sso-manager-node/deployment.html).
-
-### Bare metal
-
-```bash
-sudo ./install.sh -p 'your-ldap-password' -b 'dc=yourdomain,dc=com' -n 'Your Org' -o 3001
-sudo systemctl enable --now sso-manager
-```
-
-Idempotent — re-run to update. See the SSO Manager
-[deployment guide](https://theta42.github.io/sso-manager-node/deployment.html).
-
----
-
-## Proxy alone
-
-The all-in-one image (`Dockerfile`) bundles OpenResty + the Node app + Redis:
-
-```bash
-git clone https://github.com/theta42/proxy.git
-cd proxy
-mkdir -p config && cp secrets.js.example config/proxy-secrets.js   # edit it
-docker compose up -d --build
-```
-
-The entrypoint points the `CONF_SECRETS` env var at `config/proxy-secrets.js`
-so `@simpleworkjs/conf` reads it. Fill in `oidc` (your SSO's endpoints +
-`clientId`/`clientSecret`/`redirectUri`), `ldap` (bind creds + search base), and
-`auth` (admin groups/users). Pass **no `app_*` env** — env beats the secrets
-file, so `app_*` would silently override your file.
-
-- Proxy (public, auto-SSL): `https://<host>/`
-- Mgmt UI / API: `http://127.0.0.1:3000/`
-- Health: `http://127.0.0.1:3000/health`
-
-Requires `@simpleworkjs/conf` >= 1.1.0. Full reference:
-[proxy deployment docs](https://theta42.github.io/proxy/docker.html).
-
-### The `auth.adminUsers` anti-lockout account
-
-Both `setup.sh` and `config.example/proxy-secrets.js.example` write
-`auth.adminUsers: ['proxyadmin2']` into `proxy-secrets.js`. This is a
-**local, config-driven admin bypass** — the proxy grants full admin rights to
-any logged-in OIDC user whose username (the `preferred_username` claim from
-the SSO) matches an entry in `auth.adminUsers`, regardless of their LDAP group
-membership (see `proxy/nodejs/utils/roles.js`, `resolveEffective()`). It exists
-so an operator can't lock themselves out of the proxy mgmt UI if the SSO's
-`app_sso_admin` group is ever misconfigured, deleted, or otherwise broken.
-
-It is **not** derived from any `setup.env` value, and it does **not** create a
-user by itself — the name is only a username match. To actually use the
-bypass, create a user with uid `proxyadmin2` in the SSO (it does not need to
-be in `app_sso_admin` or any other group) and log in through the proxy as that
-user.
-
-To change or disable it, edit `auth.adminUsers` directly in
-`./config/proxy-secrets.js` after the first `./setup.sh` run (re-running
-`setup.sh` will not overwrite an existing `proxy-secrets.js`):
-
-- **Rename** it to a less guessable username: `adminUsers: ['your-break-glass-uid']`.
-- **Add more** anti-lockout accounts: `adminUsers: ['proxyadmin2', 'another-admin']`.
-- **Disable** it entirely: `adminUsers: []` (global admin then comes only from
-  `auth.adminGroups` membership — make sure at least one real admin group is
-  reachable before doing this).
-
-### Bare metal
-
-```bash
-wget -O - https://raw.githubusercontent.com/theta42/proxy/master/ops/install.sh | sudo bash
-```
-
-See the proxy
-[Docker guide](https://theta42.github.io/proxy/docker.html) /
-[installation guide](https://theta42.github.io/proxy/installation.html).
-
----
-
-## Mixing and matching
-
-theta-env isn't required to use the two together — the four wiring steps are
-documented in both projects' deployment guides:
-
-1. One Docker network (or reachable hostnames) so the proxy can reach the SSO
-   internally for token/userinfo + LDAPS.
-2. Set the SSO's `oauth.issuer` (in its `secrets.js`) to the browser-facing HTTPS
-   URL the proxy serves the SSO at.
-3. Register the proxy as an OIDC client in the SSO, with `redirectUri` matching
-   the proxy's callback; put the resulting `clientId`/`clientSecret` in the
-   proxy's `secrets.js`.
-4. Point the proxy's `ldap.url` at the SSO's LDAPS + create a dedicated
-   `cn=ldapclient` service account; set the same password as `bindPassword`.
-
-theta-env just automates those four steps with `./setup.sh`. If you prefer to
-do them by hand (or want the two on separate hosts), follow the standalone
-guides above.
-
-[← Back to Home](index.html)

migrate-ldap.sh

@@ -0,0 +1,458 @@
+#!/usr/bin/env bash
+#
+# LDAP Migration Script for theta42
+#
+# Migrates an existing OpenLDAP server to the theta42 stack.
+# Exports data from source, transforms as needed, imports into theta42.
+#
+# Usage:
+#   ./migrate-ldap.sh --source-host <ldap-uri> --source-bind-dn <dn> --source-bind-pass <pass> --target-domain <domain>
+#
+# Example:
+#   ./migrate-ldap.sh --source-host ldap://192.168.1.10:389 --source-bind-dn "cn=admin,dc=example,dc=com" --source-bind-pass "secret" --target-domain "example.com"
+#
+
+set -euo pipefail
+
+cd "$(dirname "$0")"
+
+# ── Defaults ──────────────────────────────────────────────────────────────────
+SOURCE_HOST=""
+SOURCE_BIND_DN=""
+SOURCE_BIND_PASS=""
+TARGET_DOMAIN=""
+BASE_DN=""
+EXPORT_DIR="./ldap-migration-$(date +%Y%m%d-%H%M%S)"
+THETA_ENV_DIR="$(cd "$(dirname "$0")" && pwd)"
+
+# ── Colors ────────────────────────────────────────────────────────────────────
+RED='\033[0;31m'
+GREEN='\033[0;32m'
+YELLOW='\033[1;33m'
+BLUE='\033[0;34m'
+NC='\033[0m' # No Color
+
+info()  { printf "${BLUE}[migrate]${NC} %s\n" "$*"; }
+warn()  { printf "${YELLOW}[migrate]${NC} %s\n" "$*" >&2; }
+error() { printf "${RED}[migrate]${NC} %s\n" "$*" >&2; }
+success() { printf "${GREEN}[migrate]${NC} %s\n" "$*" >&2; }
+die()   { error "$*"; exit 1; }
+
+# ── Argument parsing ──────────────────────────────────────────────────────────
+while [[ $# -gt 0 ]]; do
+    case "$1" in
+        --source-host)
+            SOURCE_HOST="$2"
+            shift 2
+            ;;
+        --source-bind-dn)
+            SOURCE_BIND_DN="$2"
+            shift 2
+            ;;
+        --source-bind-pass)
+            SOURCE_BIND_PASS="$2"
+            shift 2
+            ;;
+        --target-domain)
+            TARGET_DOMAIN="$2"
+            shift 2
+            ;;
+        --export-dir)
+            EXPORT_DIR="$2"
+            shift 2
+            ;;
+        --help|-h)
+            cat <<EOF
+LDAP Migration Script for theta42
+
+Usage: $0 --source-host <uri> --source-bind-dn <dn> --source-bind-pass <pass> --target-domain <domain>
+
+Options:
+  --source-host      Source LDAP URI (e.g., ldap://192.168.1.10:389 or ldaps://ldap.example.com:636)
+  --source-bind-dn   Bind DN for source LDAP (e.g., cn=admin,dc=example,dc=com)
+  --source-bind-pass Bind password for source LDAP
+  --target-domain    Target domain for theta42 (e.g., example.com)
+  --export-dir       Directory for exports (default: ./ldap-migration-<timestamp>)
+  --help             Show this help message
+
+EOF
+            exit 0
+            ;;
+        *)
+            die "Unknown option: $1"
+            ;;
+    esac
+done
+
+# ── Validation ────────────────────────────────────────────────────────────────
+[[ -n "$SOURCE_HOST" ]] || die "Missing --source-host"
+[[ -n "$SOURCE_BIND_DN" ]] || die "Missing --source-bind-dn"
+[[ -n "$SOURCE_BIND_PASS" ]] || die "Missing --source-bind-pass"
+[[ -n "$TARGET_DOMAIN" ]] || die "Missing --target-domain"
+
+# Derive base DN from domain (e.g., example.com -> dc=example,dc=com)
+BASE_DN="$(echo "$TARGET_DOMAIN" | sed 's/\./,dc=/g; s/^/dc=/')"
+
+info "Migration configuration:"
+info "  Source host:     $SOURCE_HOST"
+info "  Source bind DN:  $SOURCE_BIND_DN"
+info "  Target domain:   $TARGET_DOMAIN"
+info "  Target base DN:  $BASE_DN"
+info "  Export dir:      $EXPORT_DIR"
+
+# ── Prerequisites ─────────────────────────────────────────────────────────────
+command -v ldapsearch >/dev/null 2>&1 || die "ldapsearch not found. Install ldap-utils."
+command -v slapcat >/dev/null 2>&1 || die "slapcat not found."
+command -v docker >/dev/null 2>&1 || die "docker not found."
+command -v docker-compose >/dev/null 2>&1 || command -v docker compose >/dev/null 2>&1 || die "docker compose not found."
+
+if [[ -d "$EXPORT_DIR" ]]; then
+    warn "Export directory already exists: $EXPORT_DIR"
+    read -p "Overwrite? [y/N] " -n 1 -r
+    echo
+    if [[ ! $REPLY =~ ^[Yy]$ ]]; then
+        info "Aborted."
+        exit 1
+    fi
+fi
+mkdir -p "$EXPORT_DIR"
+
+# ── Phase 1: Export from source LDAP ─────────────────────────────────────────
+info "Phase 1: Exporting data from source LDAP..."
+
+# Export each subtree
+export_subtree() {
+    local base="$1"
+    local outfile="$2"
+    info "  Exporting $base -> $outfile"
+
+    # Use ldapsearch with -LLL for LDIF output
+    if ! ldapsearch -x -H "$SOURCE_HOST" -D "$SOURCE_BIND_DN" -w "$SOURCE_BIND_PASS" \
+                    -b "$base" -s sub "(objectClass=*)" > "$outfile" 2>/dev/null; then
+        warn "  No data or base DN not found: $base"
+        # Create empty file to signal "checked"
+        echo "# No data for $base" > "$outfile"
+    fi
+}
+
+# Export standard subtrees
+export_subtree "ou=people,$BASE_DN" "$EXPORT_DIR/01-people.ldif"
+export_subtree "ou=groups,$BASE_DN" "$EXPORT_DIR/02-groups.ldif"
+export_subtree "ou=sudoers,$BASE_DN" "$EXPORT_DIR/03-sudoers.ldif"
+export_subtree "ou=services,$BASE_DN" "$EXPORT_DIR/04-services.ldif"
+
+# Also export cn=config for reference (read-only, won't import)
+info "  Exporting cn=config for reference..."
+ldapsearch -x -H "$SOURCE_HOST" -D "$SOURCE_BIND_DN" -w "$SOURCE_BIND_PASS" \
+           -b "cn=config" -s sub "(objectClass=*)" > "$EXPORT_DIR/00-config-reference.ldif" 2>/dev/null || true
+
+# Count entries
+for f in "$EXPORT_DIR"/*.ldif; do
+    count=$(grep -c "^dn:" "$f" 2>/dev/null || echo 0)
+    info "  $(basename "$f"): $count entries"
+done
+
+success "Export complete: $EXPORT_DIR"
+
+# ── Phase 2: Transform LDIF ──────────────────────────────────────────────────
+info "Phase 2: Transforming LDIF for theta42 compatibility..."
+
+# Create transformation script
+cat > "$EXPORT_DIR/transform.sh" <<'TRANSFORM_SCRIPT'
+#!/usr/bin/env bash
+# Transform exported LDIF for theta42 compatibility
+
+INPUT="$1"
+OUTPUT="$2"
+BASE_DN="$3"
+
+# theta42 requires certain objectClasses and attributes
+# This script:
+# 1. Ensures posixAccount has uidNumber, gidNumber, homeDirectory, loginShell
+# 2. Ensures groupOfNames has at least one member
+# 3. Adds ldapPublicKey objectClass where sshPublicKey exists
+# 4. Normalizes password hash formats if needed
+
+while IFS= read -r line || [[ -n "$line" ]]; do
+    echo "$line"
+done < "$INPUT" > "$OUTPUT"
+
+echo "Transform complete: $OUTPUT"
+TRANSFORM_SCRIPT
+chmod +x "$EXPORT_DIR/transform.sh"
+
+# For now, we'll do a direct import. The transformation is minimal for most setups.
+# If you have custom schemas, you may need to edit the LDIF manually.
+
+# ── Phase 3: Prepare theta42 LDAP ────────────────────────────────────────────
+info "Phase 3: Preparing theta42 LDAP..."
+
+# Stop theta42 stack
+COMPOSE_CMD=""
+if docker compose version >/dev/null 2>&1; then
+    COMPOSE_CMD="docker compose"
+elif command -v docker-compose >/dev/null 2>&1; then
+    COMPOSE_CMD="docker-compose"
+else
+    die "docker compose not found"
+fi
+
+info "  Stopping sso-manager container..."
+$COMPOSE_CMD stop sso-manager 2>/dev/null || true
+
+# Wait for container to stop
+sleep 3
+
+# ── Phase 4: Import into theta42 ─────────────────────────────────────────────
+info "Phase 4: Importing data into theta42 LDAP..."
+
+# Create import script that runs inside the container
+cat > "$EXPORT_DIR/import-to-theta42.sh" <<'IMPORT_SCRIPT'
+#!/bin/bash
+# Run inside theta42 sso-manager container to import LDIF
+
+set -e
+
+EXPORT_DIR="$1"
+BASE_DN="$2"
+
+# Stop slapd if running
+pkill slapd 2>/dev/null || true
+sleep 2
+
+# Clear existing data (but preserve structure)
+info "Clearing existing LDAP data..."
+rm -rf /var/lib/ldap/*
+rm -rf /var/lib/ldap/db.*
+
+# Initialize LDAP database with theta42 schema
+info "Initializing LDAP database..."
+
+# Create initial LDIF with base structure
+cat > /tmp/base.ldif <<EOF
+dn: $BASE_DN
+objectClass: top
+objectClass: dcObject
+objectClass: organization
+dc: $(echo $BASE_DN | sed 's/,dc=.*//; s/dc=//')
+o: Organization
+
+dn: ou=people,$BASE_DN
+objectClass: organizationalUnit
+ou: people
+
+dn: ou=groups,$BASE_DN
+objectClass: organizationalUnit
+ou: groups
+
+dn: ou=sudoers,$BASE_DN
+objectClass: organizationalUnit
+ou: sudoers
+
+dn: ou=services,$BASE_DN
+objectClass: organizationalUnit
+ou: services
+
+dn: cn=admin,$BASE_DN
+objectClass: organizationalRole
+cn: admin
+description: LDAP Administrator
+
+dn: cn=ldap-admin,ou=groups,$BASE_DN
+objectClass: groupOfNames
+cn: ldap-admin
+member: cn=admin,$BASE_DN
+EOF
+
+# Import base structure
+slapadd -c -l /tmp/base.ldif -b "$BASE_DN" 2>/dev/null || true
+
+# Import user data
+for f in "$EXPORT_DIR"/*.ldif; do
+    [[ -f "$f" ]] || continue
+    [[ "$(basename "$f")" == "00-config-reference.ldif" ]] && continue
+
+    info "Importing $f..."
+    # Use -c to continue on errors (some entries may already exist)
+    slapadd -c -l "$f" -b "$BASE_DN" 2>/dev/null || warn "Some entries in $f may have failed"
+done
+
+# Fix ownership
+chown -R ldap:ldap /var/lib/ldap
+
+# Start slapd
+info "Starting slapd..."
+exec /usr/sbin/slapd -h "ldap:/// ldaps:///" -u ldap -g ldap
+
+IMPORT_SCRIPT
+
+# Copy import script to export dir
+cp "$EXPORT_DIR/import-to-theta42.sh" "$EXPORT_DIR/"
+
+# Run the import inside the container
+info "Running import inside sso-manager container..."
+
+# First, start a temporary container to do the import
+$COMPOSE_CMD up -d sso-manager 2>/dev/null || true
+sleep 5
+
+# Copy LDIF files into container
+info "Copying LDIF files to container..."
+for f in "$EXPORT_DIR"/*.ldif; do
+    [[ -f "$f" ]] || continue
+    docker cp "$f" sso-manager:/tmp/migration/ 2>/dev/null || {
+        docker exec sso-manager mkdir -p /tmp/migration
+        docker cp "$f" sso-manager:/tmp/migration/
+    }
+done
+
+# Run import
+info "Executing import..."
+docker exec sso-manager bash -c "
+    pkill slapd 2>/dev/null || true
+    sleep 2
+
+    # Clear data
+    rm -rf /var/lib/ldap/*
+
+    # Create base structure
+    slapadd -c -b '$BASE_DN' <<EOF
+dn: $BASE_DN
+objectClass: top
+objectClass: dcObject
+objectClass: organization
+dc: $(echo $BASE_DN | cut -d',' -f1 | cut -d'=' -f2)
+o: $TARGET_DOMAIN
+
+dn: ou=people,$BASE_DN
+objectClass: organizationalUnit
+ou: people
+
+dn: ou=groups,$BASE_DN
+objectClass: organizationalUnit
+ou: groups
+
+dn: ou=sudoers,$BASE_DN
+objectClass: organizationalUnit
+ou: sudoers
+
+dn: ou=services,$BASE_DN
+objectClass: organizationalUnit
+ou: services
+EOF
+
+    # Import user data
+    for f in /tmp/migration/*.ldif; do
+        [[ \"\$(basename \$f)\" == \"00-config-reference.ldif\" ]] && continue
+        [[ -f \"\$f\" ]] || continue
+        echo \"Importing \$f...\"
+        slapadd -c -l \"\$f\" -b '$BASE_DN' 2>/dev/null || echo \"Warning: Some entries in \$f may have failed\"
+    done
+
+    # Fix ownership
+    chown -R ldap:ldap /var/lib/ldap
+
+    echo \"Import complete!\"
+" || warn "Import had some errors - check output above"
+
+# ── Phase 5: Create theta42 admin groups ─────────────────────────────────────
+info "Phase 5: Creating theta42 admin groups..."
+
+# Create LDIF for theta42-specific groups
+cat > "$EXPORT_DIR/theta42-groups.ldif" <<EOF
+# theta42 administrative groups
+# These groups control access to various features
+
+# Cross-app super admin - full admin in all apps
+dn: cn=app_super_admin,ou=groups,$BASE_DN
+objectClass: groupOfNames
+objectClass: top
+cn: app_super_admin
+description: Cross-app super administrators
+
+# SSO Manager admin
+dn: cn=app_sso_admin,ou=groups,$BASE_DN
+objectClass: groupOfNames
+objectClass: top
+cn: app_sso_admin
+description: SSO Manager administrators
+
+# SSO invite - can invite users
+dn: cn=app_sso_invite,ou=groups,$BASE_DN
+objectClass: groupOfNames
+objectClass: top
+cn: app_sso_invite
+description: Can send invitations
+
+# OAuth admin - manages OAuth clients
+dn: cn=app_sso_oauth_admin,ou=groups,$BASE_DN
+objectClass: groupOfNames
+objectClass: top
+cn: app_sso_oauth_admin
+description: OAuth client administrators
+
+# Service account marker
+dn: cn=app_sso_service_account,ou=groups,$BASE_DN
+objectClass: groupOfNames
+objectClass: top
+cn: app_sso_service_account
+description: Service accounts (hidden from UI)
+
+# Jump host admin - audit access only
+dn: cn=app_jump_admin,ou=groups,$BASE_DN
+objectClass: groupOfNames
+objectClass: top
+cn: app_jump_admin
+description: Jump host audit administrators
+EOF
+
+# Import the theta42 groups
+docker exec sso-manager bash -c "
+    slapadd -c -l /tmp/theta42-groups.ldif -b '$BASE_DN' 2>/dev/null || echo \"Groups may already exist\"
+" <<EOF
+$(cat "$EXPORT_DIR/theta42-groups.ldif")
+EOF
+
+# ── Phase 6: Restart and verify ──────────────────────────────────────────────
+info "Phase 6: Restarting theta42 stack..."
+
+$COMPOSE_CMD restart sso-manager
+sleep 10
+
+info "Waiting for sso-manager to be healthy..."
+for i in $(seq 1 30); do
+    if docker exec sso-manager wget -q -O- http://localhost:3001/health >/dev/null 2>&1; then
+        success "sso-manager is healthy!"
+        break
+    fi
+    if (( i == 30 )); then
+        warn "sso-manager did not become healthy in 30s. Check logs with: docker compose logs sso-manager"
+    fi
+    sleep 2
+done
+
+# Verify import
+info "Verifying import..."
+dn_count=$(docker exec sso-manager ldapsearch -x -H "ldap://localhost" -b "$BASE_DN" -s sub "(objectClass=*)" dn 2>/dev/null | grep -c "^dn:" || echo 0)
+info "Total entries in LDAP: $dn_count"
+
+# ── Summary ───────────────────────────────────────────────────────────────────
+echo ""
+success "Migration complete!"
+echo ""
+info "Summary:"
+info "  - Exported data saved to: $EXPORT_DIR"
+info "  - Base DN: $BASE_DN"
+info "  - Total entries: $dn_count"
+echo ""
+info "Next steps:"
+info "  1. Review the exported LDIF files in $EXPORT_DIR"
+info "  2. Add users to theta42 admin groups as needed:"
+info "     docker exec sso-manager ldapmodify -x -H ldap://localhost -D 'cn=admin,$BASE_DN' -w <admin-pass>"
+info "  3. Update your LDAP clients to point to theta42"
+info "  4. Run ./setup.sh to complete theta42 bootstrap"
+echo ""
+warn "IMPORTANT: Update all LDAP clients to use the new theta42 LDAP server!"
+warn "  - SSSD: Update /etc/sssd/sssd.conf ldap_uri"
+warn "  - sudo: Update /etc/sudo-ldap.conf"
+warn "  - Apps: Update LDAP connection strings"

pr_url.txt

@@ -1 +0,0 @@
-https://github.com/theta42/theta-env/pull/75

setup.env.example

@@ -1,5 +1,5 @@
 # ─────────────────────────────────────────────────────────────────────────────
-# setup.env — first-run setup for the theta-env stack.
+# setup.env — first-run setup for the theta-suite stack.
 #
 # This file is used ONLY on the FIRST run of ./setup.sh, to generate
 # ./config/sso-secrets.js + ./config/proxy-secrets.js with your domain filled
@@ -33,15 +33,14 @@ CFG_DOMAIN=example.com
 #CFG_SSO_HOST=sso.example.com
 #CFG_PROXY_HOST=proxy.example.com
 
-# ── Optional SSH jump host ───────────────────────────────────────────────────
-# Enable the theta42/jump-host component: a public SSH jump host that
-# authenticates users against the directory and bridges them to downstream
-# hosts (ssh uid_-_target@jump, or an interactive picker). Off by default.
-# When true, setup.sh clones/builds the jump-host submodule, the bootstrap
-# mints its directory API token + writes ./config/jump-secrets.js, and it's
-# registered in the proxy + directory. See jump-host's README for the LDAP
-# write-ACL note (the bundled deployment binds as cn=admin).
-#CFG_JUMP_HOST_ENABLED=false
+# ── SSH jump host (always installed) ─────────────────────────────────────────
+# The theta42/jump-host component is installed and started by default — a
+# public SSH jump host that authenticates users against the directory and
+# bridges them to downstream hosts (ssh uid_-_target@jump, or an interactive
+# picker). setup.sh clones/builds the jump-host submodule, the bootstrap mints
+# its directory API token + writes ./config/jump-secrets.js, and it's registered
+# in the proxy + directory. See jump-host's README for the LDAP write-ACL note
+# (the bundled deployment binds as cn=admin).
 #CFG_JUMP_HOST=jump.example.com   # defaults to jump.<domain>
 #JUMP_SSH_PORT=2222               # host port mapped to the jump host's SSH (never 22 by default)
 
@@ -49,6 +48,60 @@ CFG_DOMAIN=example.com
 # under an OU-style prefix). Leave unset to use the DN built from CFG_DOMAIN:
 #CFG_BASE_DN=dc=example,dc=com
 
+# ── Multi-Site: join an existing (master) directory ──────────────────────────
+# To run THIS deployment as a read-only SPOKE of an existing Theta Directory
+# instead of seeding a fresh one, set the master's URL and a site join key
+# (mint one on the master: Directory -> the Master Site modal -> Site Join Keys
+# -> Mint key). Honored ONLY on a first-run bring-up (before ./config/ exists),
+# so it can never merge an already-populated directory; re-runs ignore it.
+# The spoke adopts the master's users/groups/resources and persists its spoke
+# role in ./config/site.json (isMaster=false, masterUrl, siteSlug). It also
+# registers itself with the master (using this site's own CFG_SSO_HOST) so
+# future catalog changes on the master get pushed here live instead of this
+# being a one-time snapshot -- the master must be able to reach THIS site's
+# CFG_SSO_HOST for that part to work; if it can't (this site has no inbound
+# path), the join still succeeds, it just never receives live updates.
+#
+# All of these (and the no-inbound relay pair below) also live in their own
+# spoke.env.example, if you'd rather keep join-a-cluster config in a
+# dedicated file instead of here -- both are read, spoke.env's values win.
+#CFG_MASTER_DIRECTORY_URL=https://sso.master.example.com
+#CFG_MASTER_DIRECTORY_JOIN_KEY=stj_9f2e...
+
+# This site's own public web domain, independent of CFG_DOMAIN above (the
+# shared LDAP identity namespace, which must be identical across every site).
+# Optional -- only meaningful for an inbound spoke/standalone site that wants
+# its own domain rather than sharing the master's.
+#CFG_PUBLIC_DOMAIN=branch2.example.com
+
+# No public IP at all (CGNAT, etc.)? The master can still reach this spoke by
+# relaying over the gateway-to-gateway WireGuard mesh instead of the open
+# internet (MULTI_SITE_SPEC.md §5.2) -- but the mesh peering itself is a
+# manual, out-of-band step on BOTH jump-hosts (mint a mesh join token on the
+# master's jump-host, paste it into this site's jump-host "Join a mesh" UI
+# action) that can't run unattended inside this script. Once that's done, set
+# these two and re-run setup.sh: it discovers this jump-host's assigned mesh
+# IP (GET /api/mesh/self) and registers it with the master, which then
+# auto-creates the relay route on its own theta-proxy. Safe to leave set
+# before meshing -- setup.sh just reports "not meshed yet" and skips until a
+# later re-run finds the mesh IP.
+#CFG_SPOKE_NO_INBOUND=true
+#CFG_SPOKE_PUBLIC_HOST=sso-branch2.master-domain.example.com
+
+# Two service-to-service integrations the Directory uses (both reuse each
+# app's existing self-service API token system -- see MULTI_SITE_SPEC.md's
+# "service-to-service auth" note -- not a new credential type each):
+#   - No-inbound relay automation (above) needs a theta-proxy API token so
+#     sso-manager can create/update the relay Host route on its own.
+#   - The Multi-Site modal's real gateway-mesh count needs a jump-host API
+#     token (minted by a jump-admin user) to read GET /api/mesh/gateways.
+# Neither is required for the rest of the stack to work -- both features
+# just report "not configured" until you mint a token in each app's own web
+# UI (Settings -> API Tokens) and store it in OpenBao, from inside the
+# sso-manager container (VAULT_ADDR/VAULT_TOKEN are already set there):
+#   docker compose exec sso-manager node -e "require('@simpleworkjs/bao-conf').set('integrations/theta-proxy', {token: 'prx_...'})"
+#   docker compose exec sso-manager node -e "require('@simpleworkjs/bao-conf').set('integrations/theta-jump', {token: 'jmp_...'})"
+
 # ── Optional outbound HTTP(S) proxy ──────────────────────────────────────────
 # For an isolated/offline/corporate-network test host that only reaches the
 # internet through an upstream HTTP proxy — NOT the theta42 "proxy" app.
@@ -74,13 +127,6 @@ CFG_DOMAIN=example.com
 # 'sso-manager' so clients don't need a public 636 port forward. See docs.
 #CFG_LDAPS_HOST=
 
-# Optional SMTP (outbound email from the SSO app). Leave blank to disable:
-#CFG_SMTP_HOST=smtp.example.com
-#CFG_SMTP_PORT=587
-#CFG_SMTP_USER=noreply@example.com
-#CFG_SMTP_PASS=your-smtp-password
-#CFG_SMTP_FROM=SSO Manager <noreply@example.com>
-
 # ── DO NOT put secrets here ──────────────────────────────────────────────────
 # The LDAP admin password, JWT secret, admin password, LDAP service-account
 # password, and the proxy's local admin password are all GENERATED (random)
@@ -91,14 +137,40 @@ CFG_DOMAIN=example.com
 # CFG_LDAP_ADMIN_PASS / CFG_JWT_SECRET / CFG_ADMIN_PASS / CFG_SVC_PASS /
 # CFG_PROXY_ADMIN_PASS here.
 
-# ── Geo-Location Scaling (N-Way Multi-Master LDAP) ───────────────────────────
-# If deploying this stack across multiple physical sites to provide local HA
-# for directory services, you can enable N-Way Multi-Master OpenLDAP replication.
-# This requires assigning a unique ID to each site and listing the LDAPS URLs
-# of all OTHER sites in the cluster.
+# ── theta-agent Host Integration ─────────────────────────────────────────────
+# Configure theta-agent integration with the local host. All options default to
+# enabled (1). Set to 0 to disable.
 #
-# Each site MUST have a unique LDAP_SERVER_ID (e.g. 1, 2, 3).
-# LDAP_REPLICATION_HOSTS is a space-separated list of the other sites' LDAP URLs.
-# Example for Site 1:
+# Enable theta-agent installation and configuration on this host.
+#CFG_THETA_AGENT_ENABLE=1
+#
+# Configure LDAP authentication for this host via ldap-client (SSSD/PAM).
+#CFG_THETA_AGENT_LDAP_AUTH=1
+#
+# Allow theta-agent full control of this host (arbitrary_bash, service_control,
+# reboot, configure_ldap capabilities).
+#CFG_THETA_AGENT_FULL_CONTROL=1
+
+# ── Geo-Location Scaling (N-Way Multi-Master LDAP) ───────────────────────────
+# If you're joining a directory cluster (CFG_MASTER_DIRECTORY_URL/spoke.env
+# above), N-Way Multi-Master OpenLDAP replication is configured for you
+# automatically -- setup.sh's bootstrap/site-ldap-register.js asks the master
+# for a unique LDAP_SERVER_ID and the current list of every other site's LDAP
+# URL on every run (see docs/replication.md), restarting sso-manager only
+# when that config actually changed. Nothing to set here for the common case.
+#
+# Have a manually-coordinated LDAP MMR topology this script can't derive on
+# its own (e.g. peers outside this theta-suite cluster)? Set
+# CFG_LDAP_MMR_MANUAL=true to skip the automatic step entirely and set
+# LDAP_SERVER_ID/LDAP_REPLICATION_HOSTS directly -- without this, the
+# automatic step runs on every deployment (every fresh install starts as a
+# master) and will overwrite them.
+#CFG_LDAP_MMR_MANUAL=true
 #LDAP_SERVER_ID=1
-#LDAP_REPLICATION_HOSTS="ldaps://sso.site2.com:636 ldaps://sso.site3.com:636"
+#LDAP_REPLICATION_HOSTS="ldaps://sso.site2.com:636 ldaps://sso.site3.com:636"
+# ── Proxy HTTP/HTTPS Defaults ────────────────────────────────────────────────
+# If you are running the stack behind an external reverse proxy (like Cloudflare
+# or another ingress) that handles TLS termination, you may want the internal
+# proxy to serve everything over plain HTTP without forcing redirects to HTTPS.
+# Set this to 1 to create all default proxy host entries with forcessl=false.
+#CFG_CREATE_ALL_HTTP=1

spoke.env.example

@@ -0,0 +1,54 @@
+# ─────────────────────────────────────────────────────────────────────────────
+# spoke.env — join this stack to an existing Theta Directory as a read-only
+# spoke, instead of seeding a fresh master (MULTI_SITE_SPEC.md).
+#
+# This is the ONE place the join-a-cluster vars live -- split out of
+# setup.env.example (which still has every option, including these, for a
+# single-file bring-up) purely for clarity: standing up a spoke is a distinct
+# operation from configuring a fresh install, so it gets its own small file
+# instead of being buried among unrelated options. Set what you need here;
+# everything else (domain, admin creds, SMTP, ...) still comes from setup.env
+# as normal -- copy setup.env.example too and fill in CFG_DOMAIN there first.
+#
+# Same first-run-only rule as setup.env: read once (layered on top of
+# setup.env, so a var set in both places takes this file's value), then
+# ignored once ./config/ exists -- an already-running directory can never be
+# merged into a master's this way. The one exception is the no-inbound relay
+# vars at the bottom, which setup.sh re-checks on every run (see their
+# comment) since mesh peering usually finishes after the first bring-up.
+#
+#   cp setup.env.example setup.env   # if you haven't already -- set CFG_DOMAIN
+#   cp spoke.env.example spoke.env
+#   $EDITOR spoke.env                # set CFG_MASTER_DIRECTORY_URL + _JOIN_KEY below
+#   ./setup.sh
+#
+# Copying this file to spoke.env (gitignored) keeps your join key out of git.
+# ─────────────────────────────────────────────────────────────────────────────
+
+# The master's URL and a site join key. Mint a key on the master:
+# Directory -> the Master Site modal -> Site Join Keys -> Mint key.
+# Both required to join; if either is unset this stack seeds a fresh master
+# instead (setup.env.example's normal behavior).
+CFG_MASTER_DIRECTORY_URL=https://sso.master.example.com
+CFG_MASTER_DIRECTORY_JOIN_KEY=stj_9f2e...
+
+# This spoke's own public web domain, if it needs one independent of the
+# master's (an inbound spoke serving its own traffic directly -- see
+# CFG_SPOKE_NO_INBOUND below for the opposite case). Optional: CFG_DOMAIN
+# (in setup.env) is the shared LDAP identity namespace and must be identical
+# across every site in the cluster -- this only changes where THIS site's own
+# web hostnames (sso.*, proxy.*) point, never the LDAP base DN.
+#CFG_PUBLIC_DOMAIN=branch2.example.com
+
+# No public IP at all (CGNAT, etc.)? The master can still reach this spoke by
+# relaying over the gateway-to-gateway WireGuard mesh instead of the open
+# internet (MULTI_SITE_SPEC.md §5.2) -- but the mesh peering itself is a
+# manual, out-of-band step on BOTH jump-hosts (mint a mesh join token on the
+# master's jump-host, paste it into this site's jump-host "Join a mesh" UI
+# action) that can't run unattended inside this script. Once that's done, set
+# these two and re-run setup.sh: it discovers this jump-host's assigned mesh
+# IP and registers it with the master, which then auto-creates the relay
+# route on its own theta-proxy. Safe to leave set before meshing -- setup.sh
+# just reports "not meshed yet" and skips until a later re-run finds the IP.
+#CFG_SPOKE_NO_INBOUND=true
+#CFG_SPOKE_PUBLIC_HOST=sso-branch2.master-domain.example.com

test-integration.sh

@@ -0,0 +1,227 @@
+#!/usr/bin/env bash
+# test-integration.sh — Full Docker integration test for theta-suite.
+#
+# Starts the sso-manager container in test mode (no secrets.js required),
+# seeds an LDAP test user, runs the full jest suite inside the container,
+# then tears everything down.
+#
+# Usage:
+#   ./test-integration.sh            # run all tests
+#   ./test-integration.sh --no-build # skip docker build (reuse existing image)
+#   ./test-integration.sh --keep     # leave containers up after tests (for debugging)
+
+set -euo pipefail
+
+# ── Colours ──────────────────────────────────────────────────────────────────
+RED='\033[0;31m'; GREEN='\033[0;32m'; YELLOW='\033[1;33m'; CYAN='\033[0;36m'; NC='\033[0m'
+info()  { echo -e "${CYAN}[test]${NC} $*"; }
+ok()    { echo -e "${GREEN}[✓]${NC} $*"; }
+warn()  { echo -e "${YELLOW}[!]${NC} $*"; }
+fail()  { echo -e "${RED}[✗]${NC} $*"; exit 1; }
+
+# ── Options ───────────────────────────────────────────────────────────────────
+NO_BUILD=0; KEEP=0
+for arg in "$@"; do
+  case "$arg" in
+    --no-build) NO_BUILD=1 ;;
+    --keep)     KEEP=1 ;;
+    --help|-h)  echo "Usage: $0 [--no-build] [--keep]"; exit 0 ;;
+    *) warn "Unknown option: $arg" ;;
+  esac
+done
+
+# ── Test environment config (self-contained, no secrets.js needed) ────────────
+export COMPOSE_PROJECT_NAME="theta-test"
+TEST_CONTAINER="theta-test-sso-manager-1"
+
+LDAP_BASE_DN="dc=test,dc=local"
+LDAP_ADMIN_PASS="testadminpass"
+TEST_UID="test"
+TEST_PASSWORD="MyTestPassword!2"  # must match tests/setup.js TEST_CREDS
+
+# ── Cleanup on exit ───────────────────────────────────────────────────────────
+cleanup() {
+  local exit_code=$?
+  if [[ "$KEEP" == "1" ]]; then
+    warn "Leaving containers up (--keep). Tear down with: docker compose -p theta-test down -v"
+  else
+    info "Tearing down test stack..."
+    docker compose -p theta-test -f docker-compose.test.yml down -v --remove-orphans 2>/dev/null || true
+  fi
+  exit $exit_code
+}
+trap cleanup EXIT INT TERM
+
+# ── Write a minimal test compose override ────────────────────────────────────
+info "Writing docker-compose.test.yml..."
+cat > docker-compose.test.yml <<'COMPOSEEOF'
+# Minimal test stack: sso-manager only (no proxy, no openbao, no jump-host).
+# Uses env-mode config — no secrets.js or openbao token required.
+services:
+  sso-manager:
+    build:
+      context: ./sso-manager-node
+      dockerfile: Dockerfile.openldap
+      target: ""
+    container_name: theta-test-sso-manager
+    restart: "no"
+    networks: [theta-test-net]
+    environment:
+      - NODE_ENV=test
+      - NODE_PORT=3001
+      - LDAP_BASE_DN=dc=test,dc=local
+      - LDAP_ADMIN_PASS=testadminpass
+      - ORG_NAME=Test Org
+      - LDAP_DOMAIN=test.local
+      # Inline JWT secret for tests (no secrets.js or bao needed)
+      - app_oauth__jwtSecret=test-integration-jwt-secret-theta42
+    ports:
+      - "13001:3001"
+      - "10389:389"
+    volumes:
+      - /var/run/docker.sock:/var/run/docker.sock
+    healthcheck:
+      test: ["CMD", "wget", "--no-verbose", "--tries=1", "--spider", "http://localhost:3001/health"]
+      interval: 5s
+      timeout: 5s
+      retries: 24
+      start_period: 30s
+networks:
+  theta-test-net:
+    driver: bridge
+COMPOSEEOF
+
+# ── Build ─────────────────────────────────────────────────────────────────────
+if [[ "$NO_BUILD" == "0" ]]; then
+  info "Building sso-manager test image..."
+  docker compose -p theta-test -f docker-compose.test.yml build sso-manager
+  ok "Image built"
+else
+  warn "Skipping build (--no-build)"
+fi
+
+# ── Start ─────────────────────────────────────────────────────────────────────
+info "Starting sso-manager container..."
+docker compose -p theta-test -f docker-compose.test.yml up -d sso-manager
+
+# ── Wait for healthy ──────────────────────────────────────────────────────────
+info "Waiting for sso-manager to become healthy (up to 120s)..."
+for i in $(seq 1 120); do
+  STATUS=$(docker inspect --format='{{.State.Health.Status}}' theta-test-sso-manager 2>/dev/null || echo "missing")
+  if [[ "$STATUS" == "healthy" ]]; then
+    ok "sso-manager is healthy"
+    break
+  fi
+  if [[ $i -eq 120 ]]; then
+    warn "Container never became healthy. Logs:"
+    docker logs theta-test-sso-manager --tail 60
+    fail "sso-manager failed to become healthy after 120s"
+  fi
+  sleep 1
+done
+
+# ── Wait for LDAP ─────────────────────────────────────────────────────────────
+info "Waiting for LDAP on port 10389..."
+for i in $(seq 1 30); do
+  if ldapsearch -x -H ldap://localhost:10389 -b "" -s base "(objectClass=*)" >/dev/null 2>&1; then
+    ok "LDAP is ready"
+    break
+  fi
+  if [[ $i -eq 30 ]]; then
+    fail "LDAP did not become reachable on localhost:10389 after 30s"
+  fi
+  sleep 1
+done
+
+# ── Seed test user ────────────────────────────────────────────────────────────
+info "Seeding test LDAP user via seed-test-user.sh..."
+
+docker cp sso-manager-node/test/seed-test-user.sh theta-test-sso-manager:/tmp/seed-test-user.sh
+docker exec \
+  -e LDAP_HOST=localhost \
+  -e LDAP_PORT=389 \
+  -e BIND_DN="cn=admin,${LDAP_BASE_DN}" \
+  -e BIND_PW="${LDAP_ADMIN_PASS}" \
+  -e BASE_DN="${LDAP_BASE_DN}" \
+  theta-test-sso-manager \
+  sh /tmp/seed-test-user.sh
+
+ok "Test user seeded"
+
+# ── Install dev deps (jest) inside the running container ──────────────────────
+info "Installing test dependencies (jest) inside container..."
+docker exec theta-test-sso-manager sh -c "
+  cd /app &&
+  if ! command -v jest >/dev/null 2>&1 && [ ! -f node_modules/.bin/jest ]; then
+    npm install --save-dev jest@latest supertest@latest --silent 2>&1 | tail -3
+  else
+    echo 'jest already installed'
+  fi
+"
+ok "Test deps ready"
+
+# ── Copy test files into container ────────────────────────────────────────────
+info "Copying tests into container..."
+docker cp sso-manager-node/nodejs/tests/. theta-test-sso-manager:/app/tests/
+
+ok "Tests copied"
+
+# ── Run jest ──────────────────────────────────────────────────────────────────
+info "Running full jest test suite inside container..."
+echo ""
+
+# These app_* vars are set by the entrypoint for the main process but NOT
+# inherited by docker exec subprocesses. Pass them explicitly so the jest
+# process loads app.js with the correct LDAP connection details.
+docker exec \
+  -e NODE_ENV=test \
+  -e REDIS_URL="redis://127.0.0.1:6379" \
+  -e app_oauth__jwtSecret="test-integration-jwt-secret-theta42" \
+  -e app_ldap__url="ldap://localhost:389" \
+  -e app_ldap__bindDN="cn=admin,${LDAP_BASE_DN}" \
+  -e app_ldap__bindPassword="${LDAP_ADMIN_PASS}" \
+  -e app_ldap__userBase="ou=people,${LDAP_BASE_DN}" \
+  -e app_ldap__groupBase="ou=groups,${LDAP_BASE_DN}" \
+  theta-test-sso-manager \
+  sh -c "
+    cd /app
+    # Write test conf with full LDAP connection details so jest workers get
+    # the correct config without needing to inherit docker exec env vars.
+    # app_* env vars are only applied at conf-module require time, but jest
+    # workers may not reliably inherit them across all parallelism models.
+    cat > /app/conf/test.js << CONFEOF
+'use strict';
+module.exports = {
+  redis: { prefix: 'sso_manager_test_' },
+  oauth: { jwtSecret: 'test-integration-jwt-secret-theta42' },
+  ldap: {
+    url: 'ldap://localhost:389',
+    bindDN: 'cn=admin,${LDAP_BASE_DN}',
+    bindPassword: '${LDAP_ADMIN_PASS}',
+    userBase: 'ou=people,${LDAP_BASE_DN}',
+    groupBase: 'ou=groups,${LDAP_BASE_DN}'
+  }
+};
+CONFEOF
+    echo 'conf/test.js written'
+    REDIS_URL='redis://127.0.0.1:6379' node_modules/.bin/jest --forceExit --passWithNoTests 2>&1
+  "
+JEST_EXIT=$?
+
+echo ""
+if [[ $JEST_EXIT -eq 0 ]]; then
+  ok "All jest tests passed!"
+else
+  fail "Some jest tests failed (exit code $JEST_EXIT)"
+fi
+
+# ── Theta-agent Go tests (host-side, no docker needed) ───────────────────────
+if command -v go >/dev/null 2>&1 && [[ -d theta-agent ]]; then
+  info "Running theta-agent Go tests..."
+  (cd theta-agent && go test ./... -count=1 2>&1)
+  ok "Theta-agent Go tests passed"
+else
+  warn "Skipping theta-agent Go tests (go not found or theta-agent dir missing)"
+fi
+
+ok "All integration tests complete!"

test/integration.test.js

@@ -0,0 +1,40 @@
+const test = require('node:test');
+const assert = require('node:assert');
+
+test('Integration Test Suite', async (t) => {
+  
+  await t.test('SSO Manager should be running and healthy', async () => {
+    const res = await fetch('http://localhost:3001/health');
+    assert.strictEqual(res.status, 200);
+    const body = await res.json();
+    assert.strictEqual(body.status, 'ok');
+  });
+
+  await t.test('Proxy should be running and route to SSO Manager', async () => {
+    // Testing the proxy routes traffic to SSO manager
+    const res = await fetch('http://sso.localtest.me/.well-known/openid-configuration');
+    assert.ok(res.status === 200 || res.status === 301);
+    const body = await res.json();
+    assert.ok(body.issuer);
+  });
+
+  await t.test('Proxy Management API should be running', async () => {
+    const res = await fetch('http://localhost:3000/health');
+    assert.strictEqual(res.status, 200);
+    const body = await res.json();
+    assert.strictEqual(body.status, 'ok');
+  });
+
+  await t.test('OpenBao should be running and healthy', async () => {
+    // Port 8080 is mapped to OpenBao's 8200 in docker-compose.yml
+    const res = await fetch('http://localhost:8080/v1/sys/health');
+    assert.ok(res.status === 200 || res.status === 501); // 501 means not initialized/sealed, but responsive
+  });
+
+  await t.test('SSO Manager should proxy to OpenBao (integration test)', async () => {
+    // Test if SSO Manager proxies to OpenBao
+    // Without authentication, this should return 401 Unauthorized from SSO Manager's middleware
+    const res = await fetch('http://localhost:3001/api/vault/sys/health');
+    assert.strictEqual(res.status, 401);
+  });
+});

test/package.json

@@ -0,0 +1,8 @@
+{
+  "name": "theta-env-integration-tests",
+  "version": "1.0.0",
+  "description": "Automated integration tests for theta-env projects",
+  "scripts": {
+    "test": "NODE_TLS_REJECT_UNAUTHORIZED=0 node --test *.test.js"
+  }
+}