Add Phase 9C security hardening
Generate exact-hash SDK source overrides without modifying dependencies. Harden SSH allocation and algorithm policy, tighten web authentication cleanup, and add focused host contract tests and documentation.
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@@ -39,7 +39,7 @@ These constraints apply across all phases:
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| 6 | Authenticated SSH serial transport | **Complete** |
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| 7 | Local display and button interface | **Complete** |
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| 8 | Role-based users and administrative access | **Complete (8D.22 accepted 2026-09-13)** |
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| 9 | Security and production hardening | **In progress (9A/9B implemented; combined phase validation deferred)** |
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| 9 | Security and production hardening | **In progress (9A–9C implemented; combined phase validation deferred)** |
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| 10 | Authenticated, rollback-capable OTA | **Planned** |
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| 11 | BLE serial transport and provisioning evaluation | **Planned** |
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| 12 | Advanced network integration | **Under evaluation** |
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@@ -209,14 +209,14 @@ Phase 8 is complete for its accepted scope. Phase 9 has started at the user's re
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### Phase 9 — Security and production hardening
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**In progress.** Harden network authentication, secret lifetimes, crash/debug exposure and operational maintenance. Secure boot and encrypted NVS are explicitly excluded by user preference. No eFuse, partition, at-rest encryption or dependency-upgrade changes are part of 9A/9B; no future flash/PSRAM encryption commitment is implied. Physical extraction and firmware replacement remain outside the threat model after Phase 9, and software debug restrictions do not imply physical JTAG fuse restrictions.
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**In progress.** Harden network authentication, secret lifetimes, crash/debug exposure and operational maintenance. Secure boot and encrypted NVS are explicitly excluded by user preference. No eFuse, partition, at-rest encryption or dependency-version upgrades are part of 9A–9C; 9C adds source-pinned build-tree dependency corrections; no future flash/PSRAM encryption commitment is implied. Physical extraction and firmware replacement remain outside the threat model after Phase 9, and software debug restrictions do not imply physical JTAG fuse restrictions.
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Staged work:
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1. **9A — Crash/debug build policy and operational profiles — In progress; hardware pending.** `src/security_build_policy.c` requires `CONFIG_ESP_COREDUMP_ENABLE_TO_NONE=y` and `CONFIG_ESP_SYSTEM_PANIC_SILENT_REBOOT=y`; rejects core-dump enable/flash/UART, panic print/halt/GDBstub, runtime GDBstub and ESP/FreeRTOS debugger-aware options. `sdkconfig.defaults` makes the baseline explicit. Development/test/production use the same build baseline, not separate PlatformIO environments. Host matrix (`python3 tests/security_build_policy/run.py`) compiles the actual guard: 17 cases plus the generated-header check passed on 2026-09-15. `pio run` passed (94,196 B linked RAM / 1,828,565 B flash); target panic/recovery tests have not run. Production readiness remains pending.
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2. **9B — SSH admission and credential handling — Implemented; combined target validation deferred.** Boot-lifetime, owner-only token buckets independently bound handshakes, password/signed-key requests and unsigned probes; reconnect/restart/counter clearing do not replenish them. Existing per-slot attempt limits/currentness remain. Explicit keyboard-interactive rejection, pending-signature result fencing, secret-free admission counters, consumed admin-buffer wipes and fail-closed hidden-prompt overflow/unsupported-byte handling are implemented. Four focused suites (including 35 pinned-vendor control-flow cases), 11 related regressions and `pio run` passed on 2026-09-15: 94,340 B linked RAM / 1,829,925 B flash. Global-budget starvation remains a documented tradeoff, not a solved availability problem.
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3. **Next — Complete secret-lifetime and protocol review.** Audit remaining application/library allocations, private-key and packet-buffer destruction; review TLS/SSH algorithms, certificates, browser headers, password/KDF policy and remaining web-admission exposure. 9B's focused fixes are not full zeroization or protocol certification.
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4. **Later — Maintenance and lifecycle.** Review dependency advisories and licenses without assuming pinned versions are permanently safe; document provisioning, rotation, factory reset, backup, recovery and decommissioning. OTA signing trust needs an independent policy without secure boot (Phase 10).
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3. **9C — Library cleanup and protocol policy — Implemented; combined target validation deferred.** Exact-hash build-tree overrides correct HTTPS cleanup/leaks, HTTPD scratch failure/wiping/first-read handling, bounded SSH password parsing/wiping and server-local TLS policy without modifying installed dependencies. Secure wolfSSL allocation hooks and explicit SSH policy fail closed; early web quota probing avoids receiving already-throttled bodies. TLS1.2 ECDHE-ECDSA AES-GCM and SSH GCM/modern-KEX allowlists intentionally exclude legacy-only clients; no identity migration. Bounded password/certificate/header/destructor review is documented, not exhaustive zeroization. Final build PASS 94,340 B linked RAM / 1,831,309 B flash; focused and related host/source-contract tests passed. [Review and maintenance contract](security_library_review.md).
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4. **Next — 9D maintenance and lifecycle.** Review current dependency advisories and licenses without assuming pinned versions or local corrections are permanently safe; document provisioning, rotation, factory reset, backup, recovery and decommissioning. Upgrades require re-auditing the source overrides. OTA signing trust needs an independent policy without secure boot (Phase 10).
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At the user's request, hardware validation is deferred to **Phase 9 as a whole**, not required between implementation slices. [Security hardening](security_hardening.md) collects profiles, host evidence and the combined target checklist. Silent panic reboot removes useful crash diagnostics, not ordinary reset/boot/status information or every possible log disclosure. Raw flash/RAM/dumps remain secret-bearing, not routine diagnostic exports. Existing coredump bytes are not retroactively cleared; no secure erase is claimed. Isolated synthetic-secret debug builds require explicit reviewed source-policy changes, not a provided bypass flag.
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