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Security and reliability

The boundaries that protect private documents and keep uncertain delivery from becoming duplicate work.

Updated

guteneo treats documents as untrusted input and communications as durable business commitments. A control is useful only if it survives a different client, a repeated message, a revoked permission or an interrupted provider request. These boundaries are enforced in the shared service and persistence layer.

Resolve access before touching private data

The authenticated actor resolves to current workspace membership or a bound OAuth connection. Resource lookups, deduplication, idempotency keys and relationships are workspace scoped. A document identifier, object key or assistant-supplied workspace value never grants access by itself.

Browser mutations retain session, Origin and CSRF checks. Connected clients also need the appropriate scopes and current resource authority; the token alone does not preserve a role that has since been revoked. Native and assistant clients do not inherit administrator powers from the browser UI.

See authority and tenancy for the full distinction between identity, permission, human review and bounded delegation.

Keep hostile input away from privileged execution

Uploaded PDFs retain their exact bytes and hash. They remain quarantined until the required verification succeeds for that version. Missing, stale or mismatched scan evidence fails closed; a successful browser preview cannot supply that proof.

HTML rendering uses a restricted input model and blocks unwanted browser requests. Source parsing and document generation have explicit size, page, resource and time bounds. Dataset formulas are not executable application code. Public URL imports use a separate trusted HTTPS policy; private service bindings do not authorize arbitrary outbound fetches.

These controls reduce specific risks. They are not a claim that every possible hostile PDF, compressed archive or browser resource pattern is harmless. New parsers, formats and rendering dependencies need focused hostile-input tests and qualification of the actual isolated runtime.

Seal approval, then commit work

An approval binds the exact content, recipient, options and cost reviewed. Changes to those values require a new review. A model’s assertion of consent is not evidence of a human action. Optional delegation has its own server-recorded actor, expiry, channel and budget limits; it does not relabel delegated approval as human.

Acceptance, quota reservation and outbox insertion happen atomically. Consumers use a conditional claim and durable attempt records. Duplicate queue publication can therefore be handled without treating every delivery of a message as a new permission to contact a provider.

The hardest case is an interrupted request whose remote outcome is unknown. submission_unknown preserves that uncertainty. It blocks automatic resubmission until reconciliation establishes what happened. A timeout does not mean a provider rejected the communication, and a retry button cannot safely assume it did.

Treat callbacks as evidence

Provider callbacks require signature verification and durable, deduplicated receipts before projecting a status. Events may arrive more than once or out of order; some may arrive before their corresponding local association is available. Reconciliation must retain those facts without inventing a successful delivery.

Acceptance by a provider, recipient delivery, postal handoff and financial settlement are distinct observations. Read the dispatch lifecycle and channel contracts before changing projections.

Observe failures without collecting document contents

Application diagnostics use bounded event codes, correlation identifiers, route codes, version metadata, durations and integer counters. They exclude document contents, recipients, tokens, signed URLs and raw request/response bodies. Avoid logging free-form provider exceptions: they may contain private payloads.

Metrics and logs help locate a failure; they are neither a backup nor the durable business audit. Platform and dependency metadata need their own privacy review. A safe application event does not prove that every surrounding runtime log is safe to persist.

Keep failure closed through recovery

Missing identity, scanner, provider, tariff or required billing configuration must stop the affected capability. Production rejects development authentication and simulation shortcuts. A configured key or healthy process is not sufficient authority to send.

Recovery must preserve accepted commitments and unknown attempts. Restoring a database does not establish that an external provider forgot a request. Reconcile provider facts and persisted attempts before replay; do not turn a restore into a bulk resubmission mechanism.

The testing guide separates local regression evidence, isolated-engine qualification, exact-source CI, hosted observations and real delivery. Public status reports bounded health; it does not certify every account, host, provider or security control.

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