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Alexander WatsonandJohn Myers 1c79b2131f feat: agent-driven policy management MVP (#1151)
* docs(rfc): add agent-driven policy management

* docs(rfc): switch policy MVP to local API

* docs(rfc): clarify policy advisor skill and local logs

* feat(sandbox): add agent-driven policy proposal loop

* test(examples): add codex policy dogfood loop

* refactor(examples): make policy demo agent-agnostic

* refactor(examples): colocate policy validation harness

* docs(examples): add policy demo env sample

* docs(examples): use placeholder env example

* feat(sandbox): wire policy.local denials to OCSF JSONL log

Wires GET /v1/denials?last=N on the sandbox-local policy advisor API to read
recent OCSF JSONL events from /var/log/openshell-ocsf.YYYY-MM-DD.log, filter
to network/L7 denials (action_id=2, class_uid 4001/4002), and return a
compact summary newest-first. Default limit is 10, capped at 100. Ran inside
spawn_blocking so file I/O does not block the policy.local handler.

Other cleanup:

- POST /v1/proposals now uses the typed grpc_client wrapper instead of
  raw_client, so accepted/rejected counts surface to the agent uniformly.
  Wrapper return type extended to the response struct.
- Drop the 'add_rule' snake_case alias in the proposal JSON; canonical form
  is camelCase 'addRule', matching the PolicyMergeOperation convention used
  elsewhere.
- skills/policy_advisor.md updated to match: documents the now-real
  /v1/denials?last=10 endpoint and uses 'addRule' consistently.
- skills.rs test asserts on the canonical 'addRule' phrase rather than the
  removed 'PolicyMergeOperation' substring.

* feat(cli): show L7 protocol/method/path in rule get output

format_endpoint() previously rendered only host:port, dropping protocol,
access, and the L7 rules array. That made openshell rule get text output
unable to distinguish a broad L4 grant from a method/path-scoped L7 REST
rule -- exactly the distinction a developer needs at approval time.

New rendering tags each endpoint with its enforcement layer and surfaces
allow/deny rules:

  bare L4:           api.example:443 [L4]
  L7 read-only:      api.example:443 [L7 rest, access=read-only]
  L7 method/path:    api.example:443 [L7 rest, allow PUT /v1/foo/bar]

Pure display change: no proto, gateway, or behavior changes. Unit test
covers all three rendering cases with synthetic fixtures.

* refactor(examples): rewrite policy demo as Codex-default loop

Re-shape examples/agent-driven-policy-management/ to be a single, clean
end-to-end demonstration of the agent-driven policy loop. A Codex agent
inside an OpenShell sandbox attempts a GitHub Contents API write, hits a
structured 403 from the L7 proxy, reads the policy_advisor skill, drafts a
narrow addRule proposal via http://policy.local/v1/proposals, the host
auto-approves, the sandbox hot-reloads policy, and the agent's retry
succeeds. Whole loop runs in roughly two minutes.

Demo cleanup:

- Drop .env file ceremony. Defaults resolve from gh: owner via
  'gh api user --jq .login', repo defaults to 'openshell-policy-demo',
  token from gh auth token / GITHUB_TOKEN / GH_TOKEN. With gh auth login
  and codex login already done, 'bash demo.sh' Just Works.
- Codex-specific. Bootstraps ~/.codex/auth.json from credentials injected
  by the OpenShell provider, runs codex exec --sandbox danger-full-access
  (OpenShell is the actual security boundary; bwrap nesting cannot create
  user namespaces inside the sandbox container).
- Tighter narrative output: a single 'Preflight' step, a run summary banner
  before launch, an inline narration of what's happening inside the sandbox
  while we poll for the proposal (including the literal structured 403
  body the agent acts on), and an OCSF trace at the end filtered to the
  three events that tell the story (DENY, RELOAD, ALLOW).
- Replace Python heredoc templating with sed; uploads use the single-flag
  pattern (--upload "${PAYLOAD_DIR}:/sandbox") with files referenced at
  the basename-prefixed path that #952 / #1028 established.
- README documents the trust model honestly: structured rule is the
  contract, agent rationale is a hint, prover validation badge in
  progress per RFC 0001.

Move the deterministic no-LLM regression harness out of examples/ into
e2e/policy-advisor/ -- it was a parallel demo, not an example. Same loop
without the LLM, useful for iterating on the proxy and policy.local API.

* style(sandbox,cli): apply rustfmt

Whitespace-only fixups caught by mise run pre-commit. No functional change.

* perf(examples): cap Codex reasoning at 'low' in policy demo

The demo task is mechanical (one HTTP request, parse a structured 403,
post a JSON proposal, retry). Codex's default high-effort reasoning
roughly doubles the demo's wall time without improving outcomes; running
at 'low' lands the same minimal L7 grant in roughly half the time.

Override with DEMO_CODEX_REASONING=medium (or higher) to compare runs.

* fix(sandbox): harden policy.local denials endpoint

Three changes addressing review feedback before merging the agent-driven
policy management MVP:

- Distinguish "OCSF JSONL enabled, no denials" from "OCSF JSONL disabled,
  nothing to read." The endpoint now returns a `log_available` flag and an
  explanatory `note` when the log file is missing, so the in-sandbox agent
  can give the developer an accurate hint instead of a misleading empty
  list.
- Stop echoing the OCSF `message` field in the per-denial summary. The
  proxy's denial messages can include the request path with query string
  (e.g., `?access_token=...`); the structured `host`/`port`/`method`/
  `path`/`binary` fields carry everything the agent needs to draft a
  proposal, and `path` is sourced from `http_request.url.path` which
  already excludes the query string.
- Cap `read_request_body` at a 15s timeout. Bounds slowloris-style stalls
  from a misbehaving in-sandbox process. The proxy listener only accepts
  loopback connections so practical impact is small, but this is cheap
  defense-in-depth.

New tests cover the missing-log signal and the message-redaction guarantee.

* fix(examples): redact tokens in agent log tail and validate DEMO_FILE_DIR

Two small hardening passes on the policy management demo:

- `fail()` now pipes the agent log tail through a redactor that masks the
  GitHub token and Codex credential triple before printing. Codex itself is
  well-behaved about not echoing the token, but a misbehaving tool call
  could leak it; this is a final safety net before the log hits the
  developer's terminal (and any clipboard or chat history that follows).
- `validate_env` now regex-checks DEMO_FILE_DIR with the same allow-list
  the other path-shaped variables use. The value is interpolated through
  sed with `|` as the delimiter when rendering the agent task; rejecting
  unsupported characters keeps the templating predictable and stops a
  user-supplied value from breaking out into a shell context.

* refactor(sandbox): centralize policy.local routes and skill path

Addresses review feedback that the deny body's `next_steps` array and the
route table could drift apart. The route paths and skill location now live
as `pub const`s in `policy_local.rs` and feed both:

- the dispatcher in `route_request` that matches against them
- a new `agent_next_steps()` helper that builds the JSON the L7 deny body
  embeds

`l7/rest.rs::deny_response_body` calls `policy_local::agent_next_steps()`
instead of inlining the array, so adding or renaming a route is a one-line
change in `policy_local.rs` and the agent contract follows automatically.

* feat(sandbox): switch /v1/denials to shorthand log pass-through

Previously /v1/denials parsed `/var/log/openshell-ocsf.*.log` (OCSF JSONL)
and returned structured per-event objects. JSONL is opt-in via
`ocsf_json_enabled`, so the endpoint returned an empty list with a "log
not enabled" hint by default — agents had to navigate a setup step before
the inspect-recent-denials guidance was useful.

Switch to reading the shorthand log at `/var/log/openshell.*.log`, which
is always-on and the same human-readable format `openshell logs` displays.
The endpoint now returns raw shorthand lines (newest first) — the agent
reads them directly, no field parsing.

Tradeoffs:
- Removes the JSONL-on-by-default debate: shorthand is already on, no
  defaults change.
- Updating shorthand is a single-file change in this repo; no schema rev
  needed when we want to add fields.

Implementation:
- `read_recent_denial_lines` walks shorthand log files newest-first,
  filters lines with ` OCSF ` AND ` DENIED ` (the OCSF action label,
  uppercase, space-bounded).
- `collect_shorthand_log_files` matches `openshell.<date>.log`; the
  trailing dot in `SHORTHAND_LOG_PREFIX = "openshell."` excludes
  `openshell-ocsf.<date>.log` so JSONL-on doesn't bleed into responses.
- 4096-byte cap per surfaced line as defense against pathological inputs.
- Skill doc updated to reflect that `/v1/denials` returns raw shorthand
  lines, not structured fields.

Defense-in-depth on query-string secrets:
- `redact_query_strings` strips `?<query>` to `?[redacted]` from each
  surfaced line. The L7 relay path emits OCSF events using
  `redacted_target` (secret-placeholder redaction), but the FORWARD deny
  path in `proxy.rs` populates `OcsfUrl::new("http", host, path, port)`
  and `.message(...)` with the raw request path — query string included.
  Stripping queries at the consumer guards `/v1/denials` regardless of
  whether the upstream emit sites are tightened. The on-disk log is not
  rewritten by this change; that is a separate hardening task tracked
  for the FORWARD path emit sites in proxy.rs.
- `truncate_at_char_boundary` is UTF-8 safe; redaction runs before
  truncation so a cut cannot slice mid-secret.

Tests:
- `recent_denials_returns_newest_first_from_shorthand_lines` covers the
  happy path with mixed allowed/denied/non-OCSF lines.
- `recent_denials_skips_jsonl_log_files` confirms JSONL files don't
  surface even if present.
- `recent_denials_truncates_pathological_lines` covers the cap.
- `is_ocsf_denial_line_filters_correctly` covers the line-level filter.
- `redact_query_strings_removes_query_from_url_token` and
  `redact_query_strings_removes_query_in_reason_tag` cover the redaction
  in both URL token and `[reason:...]` contexts.
- `truncate_at_char_boundary_does_not_panic_on_multibyte` covers the
  UTF-8 safety.

* chore(sandbox): align proto inits with main's L7 GraphQL additions

Post-rebase fixups after #1083 (GraphQL L7 inspection) landed on main and
introduced new fields on the proto types this branch constructs:

- `crates/openshell-sandbox/src/l7/relay.rs`: two `deny_with_redacted_target`
  call sites (REST and GraphQL relay deny paths) now pass the
  `DenyResponseContext` argument that `rest::send_deny_response` expects.
  Both sites pass `host`, `port`, and `binary` from the existing
  `L7EvalContext`, matching the pattern used at the primary deny site.
- `crates/openshell-sandbox/src/policy_local.rs`: `L7Allow`, `L7DenyRule`,
  and `NetworkEndpoint` proto initializers now populate the new GraphQL
  and path-scoping fields with empty defaults. Agent-authored proposals
  via `policy.local` target REST/SQL/L4 today; GraphQL operation matching
  is set on the gateway side or via direct YAML, so empty defaults are
  correct here.

No behavior change. `cargo test -p openshell-sandbox --lib` (650 tests) and
`cargo clippy -p openshell-sandbox --lib --tests -- -D warnings` clean.

* feat(sandbox): gate agent policy proposals behind opt-in feature flag

The agent-driven policy proposal surface delivered by this PR (skill
install, `policy.local` API, `next_steps` array on L7 deny bodies) is
now opt-in via the new `agent_policy_proposals_enabled` setting. Default
false. Same shape as `providers_v2_enabled`: registered in
`openshell-core::settings`, sandbox-level, hot-toggleable via the
existing settings poll loop.

Why: the surface is a novel agent-controlled mutation point in every
sandbox. The per-proposal developer approval gate is a correctness
control, but it doesn't address "should this sandbox have an
agent-authoring API at all" — compliance teams may want that question
closed. The flag is the second gate.

Implementation:
- New registry entry + `AGENT_POLICY_PROPOSALS_ENABLED_KEY` constant in
  `openshell-core::settings`.
- `lib.rs`: process-wide `OnceLock<Arc<AtomicBool>>` mirroring the
  `OCSF_CTX` pattern. `agent_proposals_enabled()` is the single read
  point.
- Initial settings fetch added to `run_sandbox` so skill install honors
  the flag at startup (not just on the poll loop's first tick).
- Skill install in `run_sandbox` is gated on the flag.
- `policy_local::route_request` returns `404 feature_disabled` for all
  routes when the flag is off — including the otherwise-public
  `current_policy` and `denials` routes. When the surface is off it's
  off entirely.
- `policy_local::agent_next_steps` returns an empty array when the flag
  is off so deny bodies don't advertise routes that 404.
- Poll loop updates the atomic on each tick, lazily installs the skill
  on a false→true transition (no claw-back on true→false; stale skill
  on disk is harmless because route + next_steps gate on the live atom).

Tests:
- Shared `test_helpers::ProposalsFlagGuard` mutex+atomic guard for the
  process-wide flag, used across `policy_local::tests` and
  `l7::rest::tests`.
- New: `agent_next_steps_returns_empty_when_flag_off`,
  `agent_next_steps_returns_full_array_when_flag_on`,
  `route_request_returns_feature_disabled_when_flag_off`.
- Updated existing tests that exercise the deny body or the route
  dispatcher to set the flag on first.
- Full sandbox lib test suite: 653 pass, clippy clean.

Demo and e2e:
- `examples/agent-driven-policy-management/demo.sh` and
  `e2e/policy-advisor/test.sh` now snapshot the prior global value of
  the setting, set it to true before sandbox creation (so the
  supervisor's initial poll picks it up), and restore on exit (delete
  if previously unset, otherwise write the prior value back).

Docs:
- RFC 0001 MVP-implementation note documents the flag, default, and
  intended soft-launch posture.

* test(policy-advisor): require proposal opt-in for e2e

* refactor(sandbox): group policy poll loop state

* test(e2e): isolate Kubernetes user namespace test

---------

Co-authored-by: John Myers <9696606+johntmyers@users.noreply.github.com>
2026-05-08 17:14:27 -07:00
..

OpenShell RFCs

Substantial changes to OpenShell should be proposed in writing before implementation begins. An RFC provides a consistent way to propose an idea, collect feedback from the community, build consensus, and document the decision for future contributors. Not every change needs an RFC — bug fixes, small features, and routine maintenance go through normal pull requests. RFCs are for the changes that are cross-cutting, potentially controversial, or significant enough that stakeholders should weigh in before code is written.

Start with a GitHub Discussion

Before writing an RFC, consider opening a GitHub Discussion to gauge interest and get early feedback. This helps:

  • Validate that the problem is worth solving
  • Surface potential concerns early
  • Build consensus before investing in a detailed proposal
  • Identify the right reviewers and stakeholders

If the discussion shows sufficient interest and the idea has merit, then it's time to write an RFC to detail the plan and technical approach.

RFCs vs other artifacts

OpenShell has several places where design information lives. Use this guide to pick the right one:

Artifact Purpose When to use
GitHub Discussion Gauge interest in a rough idea You have a thought but aren't sure it's worth a proposal yet
Spike issue (create-spike) Investigate implementation feasibility for a scoped change You need to explore the codebase and produce a buildable issue for a specific component or feature
RFC Propose a cross-cutting decision that needs broad consensus Architectural changes, API contracts, process changes, or anything that spans multiple components or teams
Architecture doc (architecture/) Document how things work today Living reference material — updated as the system evolves

The key distinction: spikes investigate whether and how something can be done; RFCs propose that we should do it and seek agreement on the approach. A spike may precede an RFC (to gather data) or follow one (to flesh out implementation details). When an RFC reaches implemented, its relevant content should be folded into the appropriate architecture/ docs so the living reference stays current.

When to use an RFC

The following are examples of when an RFC is appropriate:

  • An architectural or design decision for the platform
  • Change to an API or command-line tool
  • Change to an internal API or tool
  • Add or change a company or team process
  • A design for testing

RFCs don't only apply to technical ideas but overall project ideas and processes as well. If you have an idea to improve the way something is being done, you have the power to make your voice heard.

When NOT to use an RFC

Not everything needs an RFC. Skip the RFC process for:

  • Bug fixes
  • Small feature additions scoped to a single component (use a spike instead)
  • Documentation changes
  • Dependency updates
  • Refactoring that doesn't change public interfaces

If a change doesn't require cross-team consensus, a spike issue is the right vehicle.

RFC metadata and state

At the start of every RFC document, we include a brief amount of metadata in YAML front matter:

---
authors:
  - "@username"
state: draft
links:
  - https://github.com/NVIDIA/OpenShell/pull/123
  - https://github.com/NVIDIA/OpenShell/discussions/456
---

We track the following metadata:

  • authors: The authors (and therefore owners) of an RFC. Listed as GitHub usernames.
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  • superseded_by: (optional) For RFCs in the superseded state, the RFC number that replaces this one (e.g., 0005).

An RFC can be in one of the following states:

State Description
draft The RFC is being written and is not yet ready for formal review.
review Under active discussion in a pull request.
accepted The proposal has been accepted and is ready for implementation.
rejected The proposal was reviewed and declined.
implemented The idea has been entirely implemented. Changes would be infrequent.
superseded Replaced by a newer RFC. The superseded_by field should reference the replacement.

RFC lifecycle

1. Reserve an RFC number

Look at the existing RFC folders in this directory and choose the next available number. If two authors happen to pick the same number on separate branches, the conflict is resolved during PR review — the later PR simply picks the next available number.

2. Create your RFC

Each RFC lives in its own folder:

rfc/NNNN-my-feature/
    README.md
    (optional: diagrams, images, supporting files)

Where NNNN is your RFC number (zero-padded to 4 digits) and my-feature is a short descriptive name. The main proposal goes in README.md so GitHub renders it when browsing the folder.

To start a new RFC, copy the template folder:

cp -r rfc/0000-template rfc/NNNN-my-feature

Fill in the metadata and start writing. The state should be draft while you're iterating.

3. Open a pull request

When you're ready for feedback, update the state to review and open a pull request. Add the PR link to the pr field in the metadata.

The PR is where discussion happens. Anyone subscribed to the repo will get a notification and can read your RFC and provide feedback.

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The comments you choose to accept are up to you as the owner of the RFC, but you should remain empathetic in how you engage. For those giving feedback, be sure that all feedback is constructive.

RFCs rarely go through this process unchanged. Make edits as new commits to the PR and leave comments explaining your changes.

5. Merge the pull request

After there has been time for folks to comment, the RFC author requests merge and a maintainer approves and merges. The state should be updated from review to accepted. If the proposal is declined, the state should be set to rejected. The timing is left to the author's discretion. As a guideline, a few business days seems reasonable, but circumstances may dictate a different timeline.

In general, RFCs shouldn't be merged if no one else has read or commented on it. If no one is reading your RFC, it's time to explicitly ask someone to give it a read!

6. Implementation

Once an RFC has been entirely implemented, its state should be moved to implemented. This represents ideas that have been fully developed. While discussion on implemented RFCs is permitted, changes would be expected to be infrequent.

Diagrams

When an RFC needs diagrams to illustrate architecture, data flow, or component interactions, use Mermaid diagrams embedded directly in the Markdown. Mermaid renders natively on GitHub and keeps diagrams version-controlled alongside the text.

```mermaid
graph LR
    A[Client] --> B[Gateway]
    B --> C[Sandbox]
```

Prefer Mermaid over external image files whenever possible. If a diagram is too complex for Mermaid (e.g., detailed UI mockups), commit the image to the RFC's folder alongside its README.md and reference it with a relative path.

Making changes to an RFC

After your RFC has been merged, there is always opportunity to make changes. Open a pull request with the change you would like to make. If you are not the original author, be sure to @ the original authors to make sure they see and approve of the changes.

RFC postponement

Some RFCs are marked rejected when the proposal is declined or when we want neither to think about evaluating the proposal nor about implementing it until some time in the future. Rejected RFCs may be revisited when the time is right.