elsa-core/doc/migrations/authorization-model.md
Sipke Schoorstra 767c97aad5
refactor(identity)!: retire the SecurityRoot policy in favour of endpoint permissions (#8003)
* refactor(identity)!: retire the SecurityRoot policy in favour of endpoint permissions

Completes T040. ADR 0010 already decided SecurityRoot was overloaded and that
endpoints should be authorized by their own permissions; this removes the last
of it.

Roles/Create and Applications/Create carried Policies(SecurityRoot) alongside
an existing RequirePermission, so the policy was redundant there and the line
is simply dropped.

Secrets/Hash carried only the policy. By default SecurityRoot resolved to
RequireAuthenticatedUser(), so any signed-in caller could exercise the password
hasher. It now declares identity/users:create, on the grounds that hashing a
secret is a step in provisioning a credential. This is a tightening: callers
who could hash before and hold no user-creation permission will now be refused.

The policy, its two registration paths and the IdentityPolicyNames constant are
removed. ConfigureAuthorizationOptions stays public and now defaults to a no-op
so hosts that add their own policies are unaffected.

BREAKING CHANGE: the SecurityRoot authorization policy and the
IdentityPolicyNames class are removed. Hosts referencing either should rely on
endpoint permissions, and use DefaultAdminUserFeature for initial bootstrap.

Note: SecurityRoot was the only attachment point for LocalHostPermissionRequirement,
so the localhost permission grant is now inert. The requirement type and the
EnableLocalHostPermissionGrantForSecurityRoot toggles are left in place rather
than deleted, but they no longer gate anything -- see the PR for why that path
was already incoherent.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* refactor(identity)!: delete the localhost bootstrap grant and its machinery

Follows the SecurityRoot removal in the previous commit. SecurityRoot was the
only attachment point for LocalHostPermissionRequirement, so the localhost
permission grant is now removed outright rather than left inert:
LocalHostPermissionRequirement, LocalHostRequirement (already dead -- registered
as a handler but consumed by no policy), LocalHostPermissionRequirementOptions
and the two feature toggles all go.

The grant was the weakest of the three bootstrap mechanisms Elsa already has. It
trusted network position, which stops meaning anything behind a reverse proxy,
inside a container, or across a port-forward; it granted unauthenticated access,
so the bootstrap action carried no identity; it covered only localhost, so it
did nothing for a deployed environment; and it could not perform its headline
job, because it granted identity/users:create while POST /identity/users does
not carry the policy that injected it.

The replacements already exist and both work in deployed environments:
UseDefaultAdmin(...) seeds an admin role and user at startup, idempotently, and
UseAdminApiKey(...) accepts an out-of-band key. What the localhost grant did
usefully provide was a hint that something needed configuring, so
IdentityBootstrapDiagnostic replaces that: when the user store is empty and
neither mechanism is configured, startup logs an error naming both, instead of
every endpoint answering 403 with no explanation.

BREAKING CHANGE: LocalHostRequirement, LocalHostPermissionRequirement,
LocalHostPermissionRequirementOptions and the
Enable/DisableLocalHostPermissionGrantForSecurityRoot toggles are removed. Use
UseDefaultAdmin or UseAdminApiKey to bootstrap an instance.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* docs(identity): scope the hash endpoint's documentation to users, and pin the declarations

The hash endpoint's remarks said the callers that need it are "the ones standing up
users and applications", while the endpoint requires identity/users:create alone. An
application provisioner reading that would have been sent into a 403.

The documentation was the part that was wrong. `POST /identity/applications` generates
and hashes the client secret and the API key itself and returns both the plaintext and
the hash, so identity/applications:create is already sufficient to create an application
and the hash endpoint is not on that path at all. Say so, in the endpoint and in the
migration guide, rather than widening a grant nobody needs.

Adds EndpointPermissionTests over the three endpoints that carried the retired
SecurityRoot policy: the two that only lost a redundant policy line must keep the
permission they already declared, and Secrets/Hash must keep the one it gained. The
coverage gate only asks whether an endpoint declares something, so either half could
otherwise change unnoticed.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

* docs(identity): state the hash endpoint's user-only scope in the summary, and complete the removal list

Moves the user-only scoping into the endpoint's <summary>, which is the part that reaches
the generated API description, rather than leaving it to a paragraph further down. The
remark now says outright that no application-provisioning flow reaches this endpoint and
none is documented to, with the reason: POST /identity/applications generates the client
secret and the API key itself, hashes both, and returns each plaintext alongside its hash.

The migration guide's removal list was partial — it named the requirements and the two
toggles but not the handlers, the options type, the EnableLocalHostPermissionGrant property
on either feature, or the already-obsolete DisableLocalHostRequirement() alias. A reader
hitting a compile error on any of those would not have found it in the guide. It also now
records that ConfigureAuthorizationOptions survives as a no-op default.

Adds the store-failure case to IdentityBootstrapDiagnosticTests: the broad catch is
load-bearing — an unmigrated database must not stop the host from starting — and nothing
was holding it in place. Disposes the test service provider, and folds the repeated arrange
blocks in DefaultAuthenticationFeatureTests into fields.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-28 22:28:29 +02:00

23 KiB

Migrate to the Structured Authorization Model

Elsa's permission vocabulary changes shape. A permission is now {resource}:{verb} — a hierarchical resource path paired with a verb — replacing the flat verb:resource strings.

This is a breaking change for any deployment with hand-authored roles. Legacy permission strings stop authorizing. Nothing silently degrades: a startup validator reports every stored permission that no longer resolves, identified by the role that holds it.

What you have to do

Re-author each role's permissions using the table below, or through the catalog at GET /identity/permissions, which lists every registered resource and the verbs it accepts.

* keeps working. It parses to *:*, so the seeded administrator role continues to authorize everything and an instance cannot lock itself out while the rest is re-authored. Do this first, before touching anything else.

Three things that are not a simple rename

The migration expands

Some new resources are finer-grained than the permissions they replace, so one legacy string becomes several. A one-for-one substitution silently narrows the role.

Legacy Expands to
read:workflow-definitions workflows/definitions:view and workflows/definitions/versions:view
delete:workflow-definitions workflows/definitions:delete and workflows/definitions/versions:delete
publish:workflow-definitions workflows/definitions:publish and workflows/definitions/versions:revert
external-authentication:links:manage identity-links:view, :write and :delete
external-authentication:policies:manage policies:view and :update

read:* and exec:* become more powerful

Today they are literal claim values, not patterns: read:* authorizes only the twelve endpoints that happen to list it, out of roughly forty read endpoints. Their replacements, *:view and *:execute, work as the names always implied — across every resource, including ones added later.

Review any role holding them by hand. Do not rewrite them automatically.

The C#/Python expression permissions are removed

exec:csharp-expressions and exec:python-expressions are dropped rather than translated. They conflated an incoherent execution-side gate — a workflow runs under the server's authority, not the caller's, so the check never constrained what a script could do — with a meaningful authoring-side one.

This is a deliberate reduction in control. The host switch (CSharpOptions.AllowHostCodeExecution, PythonOptions.AllowHostCodeExecution) becomes the single control:

  • Where host code is disabled, nothing changes.
  • Where host code is enabled, any author who may write workflow definitions may use C# and Python, and the editor offers those expression types to every such author.

Deployments that enabled host code while trusting only some authors lose that granularity, and this is now the intended posture rather than a gap awaiting a fix: #7975 was closed as won't-do. Authoring a workflow is a trusted act, and a per-author gate would not have changed what a script can do once it runs. If some of your authors are not trusted with host code, give them a host with the switch off; the switch is per language, so C# and Python can be decided separately.

Revocation

The default access-token lifetime drops from 1 hour to 15 minutes. This is the revocation bound: permission claims are issued at sign-in, and refreshing re-reads the user's roles, so removing a role takes effect at most one access-token lifetime later. Refresh already rotates both tokens, so no client change is required.

For a tighter bound, enable the optional permission stamp (Identity:PermissionStamp:IsEnabled). It is derived from the user's roles rather than stored, so it needs no schema change and no cross-node cache invalidation. CacheLifetime, default 30 seconds, is the effective bound when enabled.

External authentication grant boundaries

ExternalAuthentication:PermissionGrants:AllowedPermissions and DeniedPermissions bound which permissions an external identity provider connection may confer. Both lists are now matched as permission patterns rather than by exact string, so they read the way a role does.

  • Denied is matched in both directions. workflows/*:delete denies workflows/definitions:delete, and a connection granting workflows/*:delete is denied by a deny list naming only workflows/definitions:delete. Before this release both comparisons were exact, so either spelling slipped past the other and a deployment's deny list did not hold. If you carried a deny list across the upgrade, re-read it: it may now deny more than it used to, which is the intent. A consequence to plan for: any non-empty deny list refuses every wildcard grant that could reach a denied permission, and * (which parses to *:*) reaches all of them — so a role holding *, including the seeded administrator role, will not survive external issuance. Operators using DeniedPermissions must give externally-authenticating administrators enumerated grants instead of *.
  • Allowed is matched one way: an allow entry must cover the whole grant. workflows/*:delete admits workflows/definitions:delete, but an allow list naming only workflows/definitions:delete refuses a workflows/*:delete grant rather than admitting the part that overlaps.

The boundary now also applies to permissions the user's own Elsa roles carry, not only to those an external claim mapping confers. Previously token issuance concatenated role permissions raw, so a permission the boundary excluded during sign-in reappeared in the issued token from the same roles — which made the deny list unenforceable for anything a role happened to carry. If you configured a boundary expecting it to bound the whole token, it now does. If you configured one expecting it to bound only claim-mapped permissions, an external login may now carry fewer permissions than before; widen the list, or move the restriction into the roles themselves. Deployments with no boundary configured, which is the default, are unaffected.

A boundary that does not parse is now a startup failure rather than a silently ignored setting. An allow list whose entries are all malformed used to reduce to an empty list, which means unrestricted, so a typo turned the boundary off. Fix the entries the startup error names; the mapping table below gives the new spelling.

Rewrite both lists into the new {resource}:{verb} vocabulary using the full mapping. A value that is not a well-formed permission matches nothing, and a grant that is not well-formed is dropped at sign-in with a malformed_permission warning instead of being carried into a token.

The same matching now governs the delegation check: an actor may configure a mapping only for permissions their own grants cover, so holding workflows/*:delete lets them delegate workflows/definitions:delete, while holding just that leaf does not let them delegate the subtree.

The legacy permission constant classes are gone

The <Module>Permissions classes holding verb:resource strings — AIPermissions, ConsoleLogsPermissions, DashboardPermissions, ExternalAuthenticationPermissions, OpenTelemetryPermissions, SecretsPermissions, StructuredLogsPermissions and UserTasksPermissions — are removed rather than marked obsolete. Referencing one is now a compile error, which is deliberate: every string they held is unparseable under the {resource}:{verb} grammar, so keeping them would leave code that still compiles, still reads as a permission check, and silently authorizes nothing. A compile error names the site and can be fixed against the mapping table below; an obsolete constant gives a warning that is easy to suppress and a runtime failure that is not visible at all.

Replace each with the module's <Module>ResourcePermissions constant and a verb. Classes still referenced by their own modules — WorkflowPermissions, IdentityPermissions and the rest — are untouched.

Setting default roles now requires its own permission

Authoring the defaultRoleIds of an unlinked-identity policy now requires external-authentication/policies/default-roles:update. Previously only the subset rule applied — you could not grant roles carrying permissions you did not hold, but any actor who could edit a connection could decide what auto-created users receive.

The permission was enforced only when removing policy references during role deletion, while its sibling external-authentication/policies:update was already enforced on the write path. That asymmetry is what this closes, and it makes "may configure connections, may not decide what auto-created users receive" expressible.

Who this affects. Anyone who held legacy external-authentication:roles:assign already maps to the new permission and is unaffected. The break is for roles holding external-authentication:policies:manage (→ policies:view + policies:update) but not roles:assign, which set default roles today. Grant them external-authentication/policies/default-roles:update, or move that responsibility to a role that has it.

The permission is required when the default-role set changes — adding, removing, clearing, or switching the policy away from one that creates users, which drops its roles just as surely. Leaving a stored set alone needs nothing extra, so an administrator without the permission can still edit other fields on a connection whose default roles someone else configured, enable it, or validate it.

User tasks join the structured vocabulary

User Tasks was still declaring access through the legacy channel after the rest of the codebase had moved, so its nine permissions are re-authored in this release: read:user-tasks and its siblings become verbs on a user-tasks resource, and participant lookup becomes the sub-resource user-tasks/participants.

This is a breaking change for anyone granting the legacy strings, which is everyone who granted User Tasks anything — they were the only spelling that ever worked. Rewrite them from the table below. The strings do not merely stop matching new-style grants; they were being compared as exact claim values, so nothing else had ever matched them either.

Pattern grants now reach these endpoints for the first time. Under the legacy declaration a claim had to equal the required string character for character, so *:view, user-tasks:* and user-tasks/*:view all failed against every User Tasks endpoint even though they read as though they covered it. A bare * worked, because it was special-cased. If you worked around this by granting the exact legacy strings alongside a pattern, the pattern is now doing the work and the legacy strings can go.

manage:user-tasks becomes user-tasks:supervise, not user-tasks:manage. The permission never was an aggregate — it grants tenant-wide oversight (read every task, assign, reschedule, cancel, see blocked tasks, retry a failed resolution) and confers none of claim, complete, assign, cancel or invite. It is renamed for the same reason workflows/runtime:control is not called manage: a name that reads like an aggregate invites being granted as one.

Recorded consequence: because participant lookup is a sub-resource, user-tasks/*:view now grants it along with task read, where legacy read:user-tasks did not. Participant lookup returns a tenant-scoped directory of users and groups, so a role that should read tasks without enumerating the directory must name user-tasks:view rather than the subtree.

If you implement IUserTaskAccessPolicy or construct UserTaskActor yourself: UserTaskActor.HasPermission now takes a Permission (or a resource and verb) instead of a single string, and matches through PermissionMatcher rather than by equality, so pattern grants reach your policy too. UserTaskActor.Permissions is compared ordinally rather than case-insensitively, matching the rest of the model.

The SecurityRoot policy and the localhost grant are gone

SecurityRoot is removed, and with it every type and switch that existed only to serve it: IdentityPolicyNames, LocalHostRequirement and LocalHostRequirementHandler, LocalHostPermissionRequirement and LocalHostPermissionRequirementHandler, LocalHostPermissionRequirementOptions, the EnableLocalHostPermissionGrant property on both DefaultAuthenticationFeature types, and the EnableLocalHostPermissionGrantForSecurityRoot / DisableLocalHostPermissionGrantForSecurityRoot toggles along with the already-obsolete DisableLocalHostRequirement() alias. Calls to any of them are now compile errors; delete them, since with no policy left to grant into there is nothing for them to configure. The ConfigureAuthorizationOptions hook on DefaultAuthenticationFeature stays, now defaulting to a no-op rather than to registering the policy, so a host that adds policies of its own keeps working unchanged. ADR 0010 had already decided endpoints should be authorized by their own permissions; this finishes it.

Two of the three endpoints that used the policy (Roles/Create, Applications/Create) already declared a permission, so nothing changes for them. POST /identity/secrets/hash is a tightening: SecurityRoot resolved by default to RequireAuthenticatedUser(), so any signed-in caller could exercise the password hasher. It now requires identity/users:create. The scope is user-only on purpose: application provisioning does not go through it, because POST /identity/applications generates and hashes the client secret and API key itself and returns both, so identity/applications:create alone remains sufficient to create an application.

If you relied on the localhost permission grant to bootstrap an instance, configure one of these instead — both work in a deployed environment, not just on localhost, and both attach an identity to whatever the caller then does:

  • A seeded administrator. UseDefaultAdmin(username, password, roleName, permissions), or the DefaultAdminUser configuration section. It creates the admin role and user at startup and is idempotent, so it is safe to leave configured.
  • An admin API key. UseAdminApiKey(key) or the AdminApiKey setting. Disabled unless configured.

The localhost grant trusted network position, which stops meaning anything behind a reverse proxy, inside a container, or across a port-forward — and it granted unauthenticated access, so the bootstrap action had no identity to audit. It was also already unable to do the thing it existed for: it granted identity/users:create, but POST /identity/users did not carry the policy that injected it.

If neither is configured and no users exist, startup now logs an error naming both options, rather than leaving every endpoint to answer 403 without explanation.

Third-party modules

Modules outside this repository keep compiling. ConfigurePermissions(params string[]) remains available but obsolete, and a permission that resolves to no registered descriptor registers an implicit one marked unverified, logs a warning, and appears as such in the catalog. The module keeps working and the gap stays visible.

Per-tenant identity uniqueness

Included in the same release: User.Name, Role.Name, Application.Name and Application.ClientId move from globally unique indexes to composite indexes on (TenantId, Name). Two tenants could not previously hold a role of the same name. Apply the PerTenantIdentityUniqueness migration for your provider.

If you have duplicate names across tenants today, they were impossible to create, so no data conflict can arise. Going the other way — downgrading — will fail if duplicates exist by then.

One caveat: the composite indexes only cover rows whose TenantId is non-null (SQL Server filters null rows out of the index; SQLite, PostgreSQL and MySQL treat nulls as distinct — Oracle alone still rejects null-tenant duplicates). TenantId is only assigned when multitenancy is enabled, so in a single-tenant deployment every row keeps null and user, role and application name uniqueness becomes application-enforced rather than schema-enforced: the pre-save existence checks block sequential duplicates, but the database no longer backstops concurrent ones. Likewise, rows written before the upgrade keep a null TenantId, and in a multi-tenant deployment's default tenant those legacy rows and new ""-tenant rows are distinct index keys, so the index cannot catch a name collision between them. See the same caveat, with the reasoning, in secrets-tenancy.md.

Full mapping

Legacy permission Replacement
* *:*
read:* *:view
exec:* *:execute
read:workflow-definitions workflows/definitions:view + workflows/definitions/versions:view
write:workflow-definitions workflows/definitions:write
delete:workflow-definitions workflows/definitions:delete + workflows/definitions/versions:delete
exec:workflow-definitions workflows/definitions:execute
publish:workflow-definitions workflows/definitions:publish + workflows/definitions/versions:revert
retract:workflow-definitions workflows/definitions:retract
actions:workflow-definitions:refresh workflows/definitions:refresh
actions:workflow-definitions:reload workflows/definitions:reload
read:workflow-definition-labels workflows/definitions/labels:view
update:workflow-definition-labels workflows/definitions/labels:update
read:workflow-instances workflows/instances:view
write:workflow-instances workflows/instances:write
delete:workflow-instances workflows/instances:delete
cancel:workflow-instances workflows/instances:cancel
read:activity-execution workflows/activity-executions:view
read:workflow-runtime workflows/runtime:view
ManageWorkflowRuntime workflows/runtime:control
read:bookmark-queue:dead-letters workflows/bookmark-queue/dead-letters:view
replay:bookmark-queue:dead-letters workflows/bookmark-queue/dead-letters:replay
delete:bookmark-queue:dead-letters workflows/bookmark-queue/dead-letters:delete
trigger:event workflows/events:trigger
tasks:complete workflows/tasks:complete
exec:tests workflows/tests:execute
read:activity-descriptors workflows/descriptors/activities:view
read:activity-descriptors-options workflows/descriptors/activities:view
read:expression-descriptors workflows/descriptors/expressions:view
read:storage-drivers workflows/descriptors/storage-drivers:view
read:variable-descriptors workflows/descriptors/variables:view
read:commit-strategies workflows/descriptors/commit-strategies:view
read:incident-strategies workflows/descriptors/incident-strategies:view
read:log-persistence-strategies workflows/descriptors/log-persistence-strategies:view
read:output-converters workflows/descriptors/output-converters:view
read:workflow-activation-strategies workflows/descriptors/activation-strategies:view
read:javascript-type-definitions workflows/scripting/javascript:view
exec:csharp-expressions removed — the host switch is the control; see #7975
exec:python-expressions removed — the host switch is the control; see #7975
read:user identity/users:view
create:user identity/users:create
update:user identity/users:update
delete:user identity/users:delete
read:role identity/roles:view
create:role identity/roles:create
update:role identity/roles:update
delete:role identity/roles:delete
create:application identity/applications:create
read:secrets secrets:view
write:secrets secrets:write
delete:secrets secrets:delete
test:secrets secrets:test
use:secrets removed — unused
import:secrets removed — unused
export:secrets removed — unused
external-authentication:connections:read external-authentication/connections:view + external-authentication/descriptors:view
external-authentication:connections:create external-authentication/connections:create
external-authentication:connections:update external-authentication/connections:update
external-authentication:connections:archive external-authentication/connections:archive
external-authentication:connections:test external-authentication/connections:test
external-authentication:connections:preview external-authentication/connections:preview
external-authentication:links:manage external-authentication/identity-links:view + external-authentication/identity-links:write + external-authentication/identity-links:delete
external-authentication:sessions:read external-authentication/sessions:view
external-authentication:sessions:revoke external-authentication/sessions:revoke
external-authentication:policies:manage external-authentication/policies:view + external-authentication/policies:update
external-authentication:roles:assign external-authentication/policies/default-roles:update
external-authentication:provider-trust:unsafe external-authentication/provider-trust:override
external-authentication:permissions:delegate external-authentication/permission-grants:delegate
external-authentication:permissions:delegate-unrestricted external-authentication/permission-grants:delegate-unrestricted
read:user-tasks user-tasks:view
claim:user-tasks user-tasks:claim
complete:user-tasks user-tasks:complete
assign:user-tasks user-tasks:assign
update:user-tasks user-tasks:update
cancel:user-tasks user-tasks:cancel
invite:user-tasks user-tasks:invite
manage:user-tasks user-tasks:supervise
lookup:user-task-participants user-tasks/participants:view
read:dashboard dashboard:view
read:diagnostics:console-logs diagnostics/console-logs:view
read:diagnostics:structured-logs diagnostics/structured-logs:view
read:diagnostics:opentelemetry diagnostics/opentelemetry:view
ingest:diagnostics:opentelemetry removed — unused
read:resilience resilience/*:view
read:resilience:retries resilience/retries:view
read:resilience:strategies resilience/strategies:view
exec:resilience resilience/*:execute
exec:resilience:simulate-response resilience/simulation:execute
read:alterations alterations:view
run:alterations alterations:execute
read:labels labels:view
create:labels labels:create
update:labels labels:update
delete:labels labels:delete
read:tenants tenants:view
write:tenants tenants:write
delete:tenants tenants:delete
execute:tenants:refresh tenants:refresh
read:installed-features system/features:view
actions:shells:reload system/shells:reload
ai:chat ai/chat:execute
ai:tools:view ai/tools:view
ai:capabilities:view ai/capabilities:view
ai:tools:manage removed — unused
ai:proposals:view removed — unused
ai:proposals:approve removed — unused
ai:proposals:apply removed — unused