fix(security): warn-only compatibility for deployed drivers + upgrade preflight (#815)

User decision: save, Test Connect, live browse and the deploy gate keep
refusing out-of-namespace credential references, but an ALREADY-DEPLOYED
driver must not fault at the upgrade restart or (Galaxy) at the next
gateway reconnect, since ReopenAsync re-resolves Gateway.ApiKeySecretRef.

- LegacyCredentialReferenceTracker (Core.Abstractions): the one, deprecated,
  call-site-chosen compatibility path. Running Galaxy (InitializeAsync,
  ReopenAsync, ack fallback) and OpcUaClient (session open) pass it and keep
  the pre-#815 semantics (case-insensitive prefixes, Galaxy file:, OpcUaClient
  literal pass-through) with a rate-limited Warning (driver/field/allowed
  form, never the value) and a credential-compat:<field> diagnostics entry
  (both drivers now implement IDriverDiagnostics). Browsers and probes pass
  none and stay hard-fail; Heidenhain has none.
- Deploy-gate message names the migration.
- Upgrade preflight: CredentialReferencePreflightService (admin nodes, once
  after ApplicationStarted, ConfigDb only, resolves nothing) logs a Warning
  per Draft row / Deployed-artifact finding; the /raw banner shows them plus
  Running drivers reporting warn-only use (driver-health diagnostics).
- docs/security.md: exact replacement table (incl. the old form default
  env:MX_API_KEY, file:, un-namespaced secret:, casing changes), the
  ReopenAsync reconnect behaviour, the warn-only window and its removal.

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
Joseph Doherty
2026-11-11 02:07:33 -05:00
parent 9742a66a9e
commit 4563940792
22 changed files with 980 additions and 34 deletions
@@ -20,6 +20,16 @@ public static class CredentialReferenceDeployChecks
/// <summary>A credential field holding a reference outside the driver's namespace (or a refused literal).</summary>
public const string Code = "CredentialReferenceOutOfScope";
/// <summary>
/// Appended to every error: a config deployed before #815 is still RUNNING in warn-only compatibility mode, and
/// this deploy is where it stops — so the message names the migration, not just the rule.
/// </summary>
public const string MigrationHint =
" Migrate it before deploying: create the value under the allowed name (secret store via /admin/secrets or the "
+ "secret CLI, or the environment variable on every node that runs this driver AND the admin nodes) and point the "
+ "field at it. A driver deployed before this upgrade keeps resolving the old reference (warn-only, deprecated) "
+ "only until this deploy succeeds. See docs/security.md §\"Credential references are namespaced per driver\".";
/// <summary>Runs the gate.</summary>
/// <param name="draft">The draft.</param>
/// <returns>The errors.</returns>
@@ -32,12 +42,12 @@ public static class CredentialReferenceDeployChecks
if (!DriverCredentialPolicy.TryGet(driver.DriverType, out _)) continue;
foreach (var problem in DriverCredentialPolicy.DescribeProblems(driver.DriverType, driver.DriverConfig))
errors.Add(new(Code, $"{driver.DriverType} driver '{driver.Name}': {problem}", driver.DriverInstanceId));
errors.Add(new(Code, $"{driver.DriverType} driver '{driver.Name}': {problem}{MigrationHint}", driver.DriverInstanceId));
foreach (var device in draft.Devices.Where(d => string.Equals(d.DriverInstanceId, driver.DriverInstanceId, StringComparison.Ordinal)))
{
foreach (var problem in DriverCredentialPolicy.DescribeProblems(driver.DriverType, device.DeviceConfig))
errors.Add(new(Code, $"{driver.DriverType} device '{device.Name}': {problem}", device.DeviceId));
errors.Add(new(Code, $"{driver.DriverType} device '{device.Name}': {problem}{MigrationHint}", device.DeviceId));
}
}
@@ -0,0 +1,82 @@
namespace ZB.MOM.WW.OtOpcUa.Core.Abstractions;
/// <summary>
/// ⚠️ DEPRECATED compatibility path (lmxopcua#815) — the ONE switch between "enforce" and "warn-only" credential
/// resolution, and it is chosen by CALL SITE, never by a global flag: a deployed, running driver (Galaxy
/// <c>InitializeAsync</c>/<c>ReopenAsync</c> + ack fallback, OpcUaClient session open) passes its instance's tracker
/// and so keeps resolving a pre-#815 out-of-namespace reference with its OLD semantics, warning instead of
/// faulting; every admin-node path (Test Connect probe, AdminUI live browse) and Heidenhain pass
/// <see langword="null"/> and stay hard-fail.
/// </summary>
/// <remarks>
/// <para>
/// Why it is safe to keep for running drivers: the AdminUI save path and the deploy gate refuse every
/// out-of-namespace reference, so a Designer can no longer CREATE one — what remains are configs deployed
/// before the upgrade, whose endpoint and reference an administrator already deployed. Such a config runs
/// only until its next deploy (which the gate refuses until it is migrated).
/// </para>
/// <para>
/// Removing it (the planned hard-fail release): delete this type, the per-driver <c>Legacy…</c> resolve
/// methods it gates and the <c>legacy</c> parameters; every caller then takes the enforce branch it already
/// has. Nothing else changes.
/// </para>
/// <para>
/// Each use is reported through <paramref name="warn"/> at most once per <see cref="WarnInterval"/> per field
/// (a Galaxy gateway reconnect re-resolves every time), and is exposed as <see cref="Diagnostics"/> so the
/// driver's <see cref="IDriverDiagnostics"/> bag carries it to the AdminUI (<c>/hosts</c> and the <c>/raw</c>
/// credential banner). Messages name the driver, field and allowed forms — never the value.
/// </para>
/// </remarks>
/// <param name="scope">The driver's scope (for the allowed forms).</param>
/// <param name="driverInstanceId">The driver instance (for messages).</param>
/// <param name="warn">Sink for a rate-limited warning line.</param>
/// <param name="clock">Clock (tests); null ⇒ <see cref="DateTime.UtcNow"/>.</param>
public sealed class LegacyCredentialReferenceTracker(
CredentialScope scope, string driverInstanceId, Action<string> warn, Func<DateTime>? clock = null)
{
/// <summary>The <see cref="Diagnostics"/> key prefix (one entry per field).</summary>
public const string DiagnosticsKeyPrefix = "credential-compat:";
/// <summary>Minimum spacing between two warnings for the same field.</summary>
public static readonly TimeSpan WarnInterval = TimeSpan.FromHours(1);
private readonly object _gate = new();
private readonly Dictionary<string, DateTime> _lastWarned = new(StringComparer.Ordinal);
private readonly SortedDictionary<string, string> _diagnostics = new(StringComparer.Ordinal);
/// <summary>The scope this tracker reports against.</summary>
public CredentialScope Scope => scope;
/// <summary>The current legacy uses, keyed <c>credential-compat:&lt;field&gt;</c>.</summary>
public IReadOnlyDictionary<string, string> Diagnostics
{
get
{
lock (_gate) return new Dictionary<string, string>(_diagnostics, StringComparer.Ordinal);
}
}
/// <summary>Records that <paramref name="field"/> was resolved through the legacy path (warns, rate-limited).</summary>
/// <param name="field">The field label.</param>
public void Report(string field)
{
var forms = $"secret:{scope.SecretNamespaces[0]}<name> or env:{scope.EnvVariablePrefixes[0]}<NAME>";
var now = (clock ?? (() => DateTime.UtcNow))();
bool log;
lock (_gate)
{
_diagnostics[DiagnosticsKeyPrefix + field] =
$"out-of-namespace ref still resolved (#815 warn-only, deprecated); next deploy refuses it — use {forms}";
log = !_lastWarned.TryGetValue(field, out var last) || now - last >= WarnInterval;
if (log) _lastWarned[field] = now;
}
if (log)
{
warn($"{scope.Label} driver '{driverInstanceId}': {field} is a credential reference outside the {scope.Label} "
+ $"namespace. It is still resolved for this already-deployed driver (lmxopcua#815 warn-only "
+ $"compatibility — deprecated, a later release fails closed) but the deploy gate refuses it: migrate "
+ $"it to {forms} before the next deploy. See docs/security.md §\"Credential references are namespaced per driver\".");
}
}
}