Changes between Initial Version and Version 1 of TracFineGrainedPermissions

Timestamp:

05/29/24 19:03:55 (6 months ago)

Author:

trac

Comment:

--

TracFineGrainedPermissions

@@ +1 @@
+= Fine grained permissions
+[[PageOutline(2-5, Contents, floated)]]
+[[TracGuideToc]]
+
+There is a general mechanism in place that allows custom **permission policies** to grant or deny any action on any Trac resource, or even specific versions of a resource.
+
+That mechanism is `AuthzPolicy`, an optional component in `tracopt.perm.authz_policy.*` which is not activated by default. It can be activated via the //Plugins// panel in the Trac administration module.
+
+See TracPermissions for a more general introduction to Trac permissions and permission policies.
+
+== Permission Policies
+
+A great diversity of permission policies can be implemented and Trac comes with a few examples.
+
+The active policies are determined by a [TracIni#trac-permission_policies-option configuration setting]:
+
+{{{#!ini
+[trac]
+permission_policies = DefaultWikiPolicy,
+ DefaultTicketPolicy,
+ DefaultPermissionPolicy,
+ LegacyAttachmentPolicy
+}}}
+
+* [#DefaultWikiPolicyandDefaultTicketPolicy DefaultWikiPolicy] controls readonly access to wiki pages.
+* [#DefaultWikiPolicyandDefaultTicketPolicy DefaultTicketPolicy] provides elevated privileges in the ticket system for authenticated users.
+* !DefaultPermissionPolicy checks for the traditional coarse-grained permissions described in TracPermissions.
+* !LegacyAttachmentPolicy uses the coarse-grained permissions to check permissions on attachments.
+
+Among the optional choices, there is [#AuthzPolicy], a very generic permission policy, based on an Authz-style system. See [trac:source:branches/1.4-stable/tracopt/perm/authz_policy.py authz_policy.py] for details.
+
+Another permission policy [#AuthzSourcePolicy], uses the [http://svnbook.red-bean.com/nightly/en/svn.serverconfig.pathbasedauthz.html path-based authorization] defined by Subversion to enforce permissions on the version control system.
+
+See also [trac:source:branches/1.4-stable/sample-plugins/permissions sample-plugins/permissions] for more examples.
+
+=== !AuthzPolicy
+==== Configuration
+
+* Put an empty conf file (`authzpolicy.conf`) in a secure location on the server, not readable by users other than the webuser. If the file contains non-ASCII characters, the UTF-8 encoding should be used.
+* Update your `trac.ini`:
+  1. modify the [TracIni#trac-permission_policies-option permission_policies] option in the `[trac]` section:
+{{{#!ini
+[trac]
+permission_policies = AuthzPolicy, DefaultWikiPolicy, DefaultTicketPolicy, DefaultPermissionPolicy, LegacyAttachmentPolicy
+}}}
+  1. add a new `[authz_policy]` section and point the `authz_file` option to the conf file:
+{{{#!ini
+[authz_policy]
+authz_file = /some/trac/env/conf/authzpolicy.conf
+}}}
+  1. enable the plugin through [/admin/general/plugin WebAdmin] or by editing the `[components]` section:
+{{{#!ini
+[components]
+tracopt.perm.authz_policy.* = enabled
+}}}
+
+==== Usage Notes
+
+Note the order in which permission policies are specified: policies are implemented in the sequence provided and therefore may override earlier policy specifications.
+
+A policy will return either `True`, `False` or `None` for a given permission check. `True` is returned if the policy explicitly grants the permission. `False` is returned if the policy explicitly denies the permission. `None` is returned if the policy is unable to either grant or deny the permission.
+
+'''Note''': Only if the return value is `None` will the ''next'' permission policy be consulted. If none of the policies explicitly grants the permission, the final result will be `False`, i.e. permission denied.
+
+The `authzpolicy.conf` file is a `.ini` style configuration file:
+{{{#!ini
+[wiki:PrivatePage@*]
+john = WIKI_VIEW, !WIKI_MODIFY
+jack = WIKI_VIEW
+* =
+}}}
+* Each section of the config is a glob pattern used to match against a Trac resource descriptor. These descriptors are in the form:
+{{{
+<realm>:<id>@<version>[/<realm>:<id>@<version> ...]
+}}}
+
+Resources are ordered left to right, from parent to child. If any component is inapplicable, `*` is substituted. If the version pattern is not specified explicitly, all versions (`@*`) is added implicitly. Example: Match the WikiStart page:
+{{{#!ini
+[wiki:*]
+[wiki:WikiStart*]
+[wiki:WikiStart@*]
+[wiki:WikiStart]
+}}}
+
+Example: Match the attachment `wiki:WikiStart@117/attachment:FOO.JPG@*` on WikiStart:
+{{{#!ini
+[wiki:*]
+[wiki:WikiStart*]
+[wiki:WikiStart@*]
+[wiki:WikiStart@*/attachment:*]
+[wiki:WikiStart@117/attachment:FOO.JPG]
+}}}
+
+* Sections are checked against the current Trac resource descriptor '''IN ORDER''' of appearance in the configuration file. '''ORDER IS CRITICAL'''.
+
+* Once a section matches, the current username is matched against the keys (usernames) of the section, '''IN ORDER'''.
+  * If a key (username) is prefixed with a `@`, it is treated as a group.
+  * If a value (permission) is prefixed with a `!`, the permission is denied rather than granted.
+
+The username will match any of 'anonymous', 'authenticated', <username> or '*', using normal Trac permission rules.
+
+'''Note''': Other groups which are created by user (e.g. by 'adding subjects to groups' on web interface page //Admin / Permissions//) cannot be used. See [trac:#5648] for details about this missing feature.
+
+For example, if the `authz_file` contains:
+{{{#!ini
+[wiki:WikiStart@*]
+* = WIKI_VIEW
+
+[wiki:PrivatePage@*]
+john = WIKI_VIEW
+* = !WIKI_VIEW
+}}}
+and the default permissions are set like this:
+{{{
+john           WIKI_VIEW
+jack           WIKI_VIEW
+# anonymous has no WIKI_VIEW
+}}}
+
+Then:
+  * All versions of WikiStart will be viewable by everybody, including anonymous
+  * !PrivatePage will be viewable only by john
+  * other pages will be viewable only by john and jack
+
+Groups:
+{{{#!ini
+[groups]
+admins = john, jack
+devs = alice, bob
+
+[wiki:Dev@*]
+@admins = TRAC_ADMIN
+@devs = WIKI_VIEW
+* =
+
+[*]
+@admins = TRAC_ADMIN
+* =
+}}}
+
+Then:
+- everything is blocked (whitelist approach), but
+- admins get all TRAC_ADMIN everywhere and
+- devs can view wiki pages.
+
+Some repository examples (Browse Source specific):
+{{{#!ini
+# A single repository:
+[repository:test_repo@*]
+john = BROWSER_VIEW, FILE_VIEW
+# John has BROWSER_VIEW and FILE_VIEW for the entire test_repo
+
+# The default repository (requires Trac 1.0.2 or later):
+[repository:@*]
+john = BROWSER_VIEW, FILE_VIEW
+# John has BROWSER_VIEW and FILE_VIEW for the entire default repository
+
+# All repositories:
+[repository:*@*]
+jack = BROWSER_VIEW, FILE_VIEW
+# Jack has BROWSER_VIEW and FILE_VIEW for all repositories
+}}}
+
+Very granular repository access:
+{{{#!ini
+# John has BROWSER_VIEW and FILE_VIEW access to trunk/src/some/location/ only
+[repository:test_repo@*/source:trunk/src/some/location/*@*]
+john = BROWSER_VIEW, FILE_VIEW
+
+# John has BROWSER_VIEW and FILE_VIEW access to only revision 1 of all files at trunk/src/some/location only
+[repository:test_repo@*/source:trunk/src/some/location/*@1]
+john = BROWSER_VIEW, FILE_VIEW
+
+# John has BROWSER_VIEW and FILE_VIEW access to all revisions of 'somefile' at trunk/src/some/location only
+[repository:test_repo@*/source:trunk/src/some/location/somefile@*]
+john = BROWSER_VIEW, FILE_VIEW
+
+# John has BROWSER_VIEW and FILE_VIEW access to only revision 1 of 'somefile' at trunk/src/some/location only
+[repository:test_repo@*/source:trunk/src/some/location/somefile@1]
+john = BROWSER_VIEW, FILE_VIEW
+}}}
+
+Note: In order for Timeline to work/visible for John, we must add CHANGESET_VIEW to the above permission list.
+
+==== Missing Features
+
+Although possible with the !DefaultPermissionPolicy handling (see Admin panel), fine-grained permissions still miss those grouping features (see [trac:#9573], [trac:#5648]). Patches are partially available, see authz_policy.2.patch, part of [trac:ticket:6680 #6680].
+
+You cannot do the following:
+{{{#!ini
+[groups]
+team1 = a, b, c
+team2 = d, e, f
+team3 = g, h, i
+departmentA = team1, team2
+}}}
+
+Permission groups are not supported either, so you cannot do the following:
+{{{#!ini
+[groups]
+permission_level_1 = WIKI_VIEW, TICKET_VIEW
+permission_level_2 = permission_level_1, WIKI_MODIFY, TICKET_MODIFY
+[*]
+@team1 = permission_level_1
+@team2 = permission_level_2
+@team3 = permission_level_2, TICKET_CREATE
+}}}
+
+=== !AuthzSourcePolicy (`mod_authz_svn`-like permission policy) #AuthzSourcePolicy
+
+`AuthzSourcePolicy` can be used for restricting access to the repository. Granular permission control needs a definition file, which is the one used by Subversion's `mod_authz_svn`.
+More information about this file format and about its usage in Subversion is available in the [http://svnbook.red-bean.com/en/1.7/svn.serverconfig.pathbasedauthz.html Path-Based Authorization] section in the Server Configuration chapter of the svn book.
+
+Example:
+{{{#!ini
+[/]
+* = r
+
+[/branches/calc/bug-142]
+harry = rw
+sally = r
+
+[/branches/calc/bug-142/secret]
+harry =
+}}}
+
+ * '''/''' = ''Everyone has read access by default''
+ * '''/branches/calc/bug-142''' = ''harry has read/write access, sally read only''
+ * '''/branches/calc/bug-142/secret''' = ''harry has no access, sally has read access (inherited as a sub folder permission)''
+
+==== Trac Configuration
+
+To activate granular permissions you __must__ specify the {{{authz_file}}} option in the `[svn]` section of trac.ini. If this option is set to null or not specified, the permissions will not be used.
+
+{{{#!ini
+[svn]
+authz_file = /path/to/svnaccessfile
+}}}
+
+If you want to support the use of the `[`''modulename''`:/`''some''`/`''path''`]` syntax within the `authz_file`, add:
+
+{{{#!ini
+authz_module_name = modulename
+}}}
+
+where ''modulename'' refers to the same repository indicated by the `<name>.dir` entry in the `[repositories]` section. As an example, if the `somemodule.dir` entry in the `[repositories]` section is `/srv/active/svn/somemodule`, that would yield the following:
+
+{{{ #!ini
+[svn]
+authz_file = /path/to/svnaccessfile
+authz_module_name = somemodule
+...
+[repositories]
+somemodule.dir = /srv/active/svn/somemodule
+}}}
+
+where the svn access file, {{{/path/to/svnaccessfile}}}, contains entries such as {{{[somemodule:/some/path]}}}.
+
+'''Note:''' Usernames inside the Authz file __must__ be the same as those used inside trac.
+
+Make sure you have ''!AuthzSourcePolicy'' included in the permission_policies list in trac.ini, otherwise the authz permissions file will be ignored.
+
+{{{#!ini
+[trac]
+permission_policies = AuthzSourcePolicy, DefaultWikiPolicy, DefaultTicketPolicy, DefaultPermissionPolicy, LegacyAttachmentPolicy
+}}}
+
+==== Subversion Configuration
+
+The same access file is typically applied to the corresponding Subversion repository using an Apache directive like this:
+{{{#!apache
+<Location /repos>
+  DAV svn
+  SVNParentPath /usr/local/svn
+
+  # our access control policy
+  AuthzSVNAccessFile /path/to/svnaccessfile
+</Location>
+}}}
+
+For information about how to restrict access to entire projects in a multiple project environment see [trac:wiki:TracMultipleProjectsSVNAccess].
+
+=== !DefaultWikiPolicy and !DefaultTicketPolicy
+
+Since 1.1.2, the read-only attribute of wiki pages is enabled and enforced when `DefaultWikiPolicy` is in the list of active permission policies (`DefaultWikiPolicy` was named `ReadonlyWikiPolicy` from Trac 1.1.2 to 1.3.1). The default for new Trac installations in 1.3.2 and later is:
+{{{#!ini
+[trac]
+permission_policies = DefaultWikiPolicy,
+ DefaultTicketPolicy,
+ DefaultPermissionPolicy,
+ LegacyAttachmentPolicy
+}}}
+
+`DefaultWikiPolicy` returns `False` to deny modify, delete and rename actions on wiki pages when the page has the read-only attribute set and the user does not have `WIKI_ADMIN`, regardless of `WIKI_MODIFY`, `WIKI_DELETE` and `WIKI_RENAME` permissions. It returns `None` for all other cases, which causes the next permission policy in the list to be consulted.
+
+Since 1.3.2 `DefaultTicketPolicy` implements the following behaviors:
+* Authenticated user can edit their own comments.
+* Authenticated user with `TICKET_APPEND` or `TICKET_CHGPROP` can modify the description of a ticket they reported.
+* User with `MILESTONE_VIEW` can change  the ticket milestone.
+
+The wiki- and ticket-specific behaviors are implemented in permission policies so they can be easily replaced in case other behavior is desired.
+
+When upgrading from earlier versions of Trac, `DefaultWikiPolicy, DefaultTicketPolicy` will be appended to the list of `permission_policies` when upgrading the environment, provided that `permission_policies` has the default value (`ReadonlyWikiPolicy, DefaultPermissionPolicy, LegacyAttachmentPolicy` if upgrading from Trac 1.1.2 or later). If any non-default `permission_polices` are active, `DefaultWikiPolicy, DefaultTicketPolicy` **will need to be manually added** to the list. A message will be echoed to the console when upgrading the environment, indicating if any action needs to be taken.
+
+**!DefaultWikiPolicy and !DefaultTicketPolicy must be listed //before// !DefaultPermissionPolicy**. The latter returns `True` to allow modify, delete or rename actions when the user has the respective `WIKI_*` permission, without consideration for the read-only attribute. Similarly, some of the behaviors implemented in `DefaultTicketPolicy` won't be considered if `DefaultPermissionPolicy` is executed first.
+
+When active, the [#AuthzPolicy] should therefore come before `DefaultWikiPolicy, DefaultTicketPolicy`, allowing it to grant or deny the actions on individual resources, which is the usual ordering for `AuthzPolicy` in the `permission_policies` list.
+{{{#!ini
+[trac]
+permission_policies = AuthzPolicy,
+ DefaultWikiPolicy,
+ DefaultTicketPolicy,
+ DefaultPermissionPolicy,
+ LegacyAttachmentPolicy
+}}}
+
+The placement of [#AuthzSourcePolicy] relative to `DefaultWikiPolicy, DefaultTicketPolicy` does not matter since they don't perform checks on the same realms.
+
+For all other permission policies, the user will need to decide the proper ordering. Generally, if the permission policy should be capable of overriding the checks performed by `DefaultWikiPolicy` or `DefaultTicketPolicy`, it should come before the policy it overrides. If `DefaultWikiPolicy` or `DefaultTicketPolicy` should override the check performed by another permission policy, as is the case for those policies relative to `DefaultPermissionPolicy`, then the overriding policy should come first.
+
+== Debugging permissions
+
+In trac.ini set:
+{{{#!ini
+[logging]
+log_file = trac.log
+log_level = DEBUG
+log_type = file
+}}}
+
+Display the trac.log to understand what checks are being performed:
+{{{#!sh
+tail -n 0 -f log/trac.log | egrep '\[perm\]|\[authz_policy\]'
+}}}
+
+See the sourced documentation of the plugin for more info.
+
+----
+See also: TracPermissions,
+[https://trac-hacks.org/wiki/FineGrainedPageAuthzEditorPlugin FineGrainedPageAuthzEditorPlugin] for a simple editor.