ops-warden/wiki/PolicyGatedSigning.md

# Zone-aware policy-gated signing

Ops-warden asks flex-auth for a decision before SSH certificate issuance. The
gate is resource-scoped through security-zone membership; there is no repo-wide
enable switch.

Authority stays split:

- flex-auth owns the versioned pre-sign stance (`enforced`, `advisory`, or
  `exempt`) and returns the decision;
- ops-warden owns what the PEP does when flex-auth is unavailable or invalid;
- the workload owner declares identity and zone membership;
- zone-engine owns `security-zones_v0.1` admission and resolution semantics.

Binding decisions: `ADR-0009` (current) and `ADR-0006` (superseded rationale).

## Request path

```text
warden sign <actor>
  -> inventory, principal, actor-type, and TTL checks
  -> resource id ssh-cert:actor/<actor>
  -> read compiled security_zone for that resource
  -> POST flex-auth /v1/check with authenticated caller identity
       allow       -> sign; record decision and zone evidence
       audit_only  -> sign; record advisory decision and zone evidence
       deny        -> refuse before the CA backend
       unavailable/invalid
         -> apply that zone's PEP failure mode
         -> record fail_open when issuance proceeds
```

The request contains actor id/type, requested principals, TTL, and a SHA-256
fingerprint of the public key. It never contains a private key or secret value.

## Compiled membership

`scripts/build_flex_auth_registry.py` compiles inventory actor resources. Each
actor carries an explicit `zone_subject`:

```yaml
actors:
  agt-state-hub-bridge:
    type: agt
    principals: [agt-task-bridge]
    ttl_hours: 24
    zone_subject:
      applicability: applicable
      workload_id: ops-bridge-tunnel
```

The compiler consumes zone-engine's resolved view when available and emits
resource attributes:

```json
{
  "workload_id": "ops-bridge-tunnel",
  "security_zone": "z2-continuity",
  "security_zone_admission": "satisfied",
  "security_zone_revision": "sha256:..."
}
```

If the workload reference or resolved membership is absent, the resource says
`security_zone: unknown` with a reason. A native non-workload actor/action says
`security_zone_admission: not-applicable`. The compiler never parses a path or
repository name to repair missing identity.

`trust_zone: platform` was a dormant, unrelated field and is retired. It must
not coexist with `security_zone` as a competing membership source.

Build the snapshot:

```bash
python3 scripts/build_flex_auth_registry.py \
  ~/.config/warden/inventory.yaml \
  --zone-resolutions /path/to/zone-resolved-view.json \
  -o registry/flex-auth/production_registry_snapshot.json
```

Omitting `--zone-resolutions` is safe: applicable actors resolve `unknown`, not
to a guessed zone.

## PEP failure modes

The initial build profile accepted by ops-warden is:

| Zone/result | Dependency failure |
| --- | --- |
| `z0-experimental` | `fail_open` |
| `z1-operational` | `fail_open` |
| `z2-protected` | `fail_open` |
| `z2-continuity` | `fail_open` |
| `z3-critical` | `fail_closed` |
| `unknown` | `fail_open` under the versioned build profile |
| `not-applicable` | `fail_closed` for this pre-sign PEP |

These are dependency failure modes, not policy stance. A rendered deny always
blocks. The `unknown` row does not grant membership or an exception; it is the
explicit build-stage treatment until authoritative declarations land.

Configuration:

```yaml
policy:
  flex_auth_url: http://127.0.0.1:19090
  zone_registry_path: registry/flex-auth/production_registry_snapshot.json
  failure_modes:
    z0-experimental: fail_open
    z1-operational: fail_open
    z2-protected: fail_open
    z2-continuity: fail_open
    z3-critical: fail_closed
    unknown: fail_open
    not-applicable: fail_closed
  caller_auth:
    mode: command
    command:
      - kubectl
      - create
      - token
      - ops-warden
      - -n
      - ops-warden
      - --audience
      - flex-auth
      - --duration
      - 10m
```

`policy.enabled` and the global `policy.fail_closed` are retired. The loader
rejects either key so old and new controls cannot coexist as two sources of
truth.

## Caller identity

The production flex-auth pin authenticates ops-warden with Kubernetes
TokenReview and binds `resource.system: ops-warden` to
`system:serviceaccount:ops-warden:ops-warden`. Supported token sources are:

- `file` — projected ServiceAccount token for an in-cluster PEP;
- `command` — short-lived `kubectl create token` on a workstation;
- `env` — attended fallback;
- `none` — no identity header; only useful for an intentionally unauthenticated
  development evaluator.

Tokens are resolved per call, never cached, logged, or echoed. Under a
fail-closed zone, an unavailable caller token blocks. Under a fail-open zone it
becomes a recorded evaluator failure; ops-warden never retries anonymously with
a secret copied into its own state.

Re-establish the value-safe caller proof:

```bash
python3 scripts/check_policy_caller_identity.py \
  --url http://127.0.0.1:19090
```

Expected evidence is HTTP 200 with a decision id and anonymous HTTP 401 on the
enforcing pin. The script reports only token length and a truncated fingerprint.

## Audit evidence

Successful signing records:

- `policy_decision_id` when flex-auth returned one;
- `policy_zone`;
- `policy_failure_mode`;
- `policy_outcome` (`allow`, `audit_only`, or `fail_open`).

A fail-open result must therefore be visible rather than indistinguishable from
an unevaluated request. Denies do not reach the CA backend and produce no
certificate.

## Rollout and rollback

1. Validate `tenancy.yaml` and the workload declarations referenced by actor
   `zone_subject` entries.
2. Compile the registry and inspect unknown/not-applicable results.
3. Run `scripts/check_policy_caller_identity.py` against the enforcing pin.
4. Deploy the same compiled registry revision and matching flex-auth policy
   package.
5. Smoke an allow/advisory path, an enforced deny, and evaluator loss for one
   fail-open and one fail-closed zone.

Rollback is a versioned profile or registry rollback. Do not reintroduce
`policy.enabled: false`: that would erase per-zone evidence and recreate the
global control ADR-0009 supersedes.

## See also

- `tenancy.yaml`
- `docs/evidence/security-zone-admission-2026-08-22.md`
- `wiki/OpsWardenConfig.md`
- `wiki/WorkloadSecurityPosture.md`
- `history/2026-08-19-flex-auth-caller-identity-evidence.md`