Hi Jan,

I took a closer read and I do think you’re on the right path. I certainly agree 
with reusing the secondary index machinery to create the extra internal indexes.

On the by-access-seq index … did we ever discuss how to efficiently track and 
report the last observed sequences from the various ranges of the index to 
which a user has access? I suppose the single seq from each contributing shard 
could change to an array of seqs, one from each range. I do worry about the 
size of the merged sequence (I’m remembering the 2^n-1 possible role 
combinations granting access for a user possessing n roles). I didn’t see 
anything in the summit notes.

Adam

> On Nov 15, 2017, at 4:35 PM, Jan Lehnardt <j...@apache.org> wrote:
> 
> Hi all,
> 
> in the midst of handling the security stuff I had a moment of clarity how the 
> often requested per document permissions could be implemented. We had 
> discussed a potential approach extensively in the February Boston Developer 
> Summit (notes here: 
> https://lists.apache.org/thread.html/09a5686bca8049010b82796cc0fe99ef27aed4983a3f02fd6956259f@%3Cdev.couchdb.apache.org%3E)
> 
> What was so alluring about this proposal was that it solves per doc access 
> control and per-user-db in one go. E.g. it would be able to share a single 
> database with multiple distrusting users, allow them to have their own set of 
> views, and even independently use their share of a single database as a 
> replication endpoint without interfering with any of the other users on that 
> database.
> 
> I gave it a shot. Essentially, we need to build new indexes: by-access-id and 
> by-access-seq to make all that work. I’m just focussing on the core of this, 
> trying to re-use the existing couch_mrview/couch_index machinery as much as 
> possible. Strictly, for replication only by-access-seq would be required, but 
> by-update-id is a little easier to do, so I’ve done that first, and I believe 
> the results are encouraging.
> 
> I’ve put a diff against master into a gist for your perusal:
> 
>  https://gist.github.com/janl/20b218a3f0eafbf963ee28780261f9fc
> 
> 
> The core bits are:
> 
>  
> https://gist.github.com/janl/20b218a3f0eafbf963ee28780261f9fc#file-by-access-id-diff-L189-L215
> 
> and
> 
>  
> https://gist.github.com/janl/20b218a3f0eafbf963ee28780261f9fc#file-by-access-id-diff-L189-L215
> 
> Here’s an example Doc:
> 
> {
>  "_id":"1fb94bf8c3d5a73745f3cc4f5f000a8d”,
>  "_rev":"4-bcbc975e61bdb80f3de1b87f6cad6a76”,
>  "_access":["b”]
> }
> 
> It shows up for user b:
> 
> 
> curl b:b@127.0.0.1:15984/a/_all_docs
> 
> {"total_rows”:2,"offset":0,"rows":[
>  
> {"id":"1fb94bf8c3d5a73745f3cc4f5f000a8d","key":["b","1fb94bf8c3d5a73745f3cc4f5f000a8d"],"value":"4-bcbc975e61bdb80f3de1b87f6cad6a76”}
> ]}
> 
> But not for user c:
> 
> 
>> curl c:c@127.0.0.1:15984/a/_all_docs
> 
> {"total_rows”:2,"offset":2,"rows":[
> 
> ]}
> 
> 
> * * *
> 
> 
> I’d like to get some general design feedback on this approach to find out if 
> it is worth pursuing further. See “Next Steps” way below for my thinking on 
> how to get by-access-seq going.
> 
> The rest of this email are my notes from reading the source and trying to 
> explain my thinking as well as guide folks that might not be very familiar 
> with the CouchDB sources to follow along what is happening.
> 
> I’d especially like to get some feedback about this from some of the folks 
> here who don’t spend their days in the main Erlang codebase :)
> 
> Let me know what you think.
> 
> Thanks!
> Jan
> 
> * * *
> 
> CouchDB Access Notes
> 
> Background: 
> https://lists.apache.org/thread.html/09a5686bca8049010b82796cc0fe99ef27aed4983a3f02fd6956259f@%3Cdev.couchdb.apache.org%3E
> 
> # Overview
> 
> To solve the problems with the db-per-user pattern, we want to introduce 
> document level access control. The result should be a single CouchDB database 
> that can be used by multiple mutually untrusting users while retaining 
> CouchDB’s full semantics.
> 
> // TODO: link to appendix: problems with db-per-user
> 
> We decided on an approach to define access control in documents with a new 
> property `_access` which is specified as an array of strings and arrays. 
> Strings represent usernames and roles, sub-arrays are used as logical AND, 
> elements in the top level array are used as logical OR. For example. an 
> _access field with the value [[‘management’, ‘senior’], ‘ceo-jane’] would 
> allow everyone with the roles ‘management’ AND ‘senior’, OR the user 
> ‘ceo-jane’ access to that doc. but not e.g. users with roles ‘development’, 
> ‘senior’, nor user ‘vp-jenn’.
> 
> To achieve main CouchDB semantics, we need to introduce new behaviour for the 
> _all_docs and _changes endpoints. The plan is to special case-this based on 
> the authenticated user context (userCtx, e.g, username and associated roles, 
> after authentication).
> 
> The existing by-id and by-seq indexes are not equipped to efficiently return 
> results per user, so we are introducing two new indexes (either can be 
> optionally configured, depending on the use-case and performance and storage 
> needs): by-access-id and by-access-seq. In contrast with by-id and by-seq, 
> these indexes are not stored in the main database file, but in a separate 
> file, ideally managed by the existing couch_index infrastructure.
> 
> 
> # Development considerations
> 
> This first spike is only concerned with getting per-access-id to work with 
> minimal effort.
> 
> To get started, let’s look at how _all_docs works today using the by-id index.
> 
> ## The Anatomy of a Clustered _all_docs Request
> 
> CouchDB’s clustering layer consists of three main modules: chttpd, fabric and 
> refi. chttpd’s job is to handle everything HTTP and route requests to the 
> right place in the rest of the code. It’s a HTTP router, mapping URLs, 
> request methods and options to handler functions that do with the work the 
> requests are specified to fulfil.
> 
> fabric’s job is to distribute a single request from the outside to multiple 
> nodes of the cluster. Some requests require only talking to the local node, 
> but that’s less important for the moment. fabric includes fabric_rpc, a 
> module that turns a request to the cluster into one or more requests to other 
> nodes in the cluster.
> 
> rexi’s job is know about the cluster state: which nodes are in the cluster, 
> which of them are active/reachable/failed, which shards live on which nodes. 
> fabric uses rexi to know which nodes to contact for which shards.
> 
> After a bit of indirection, we find ourselves at the first _all_docs-specific 
> function in chttpd_db.erl: all_docs_view/4:
> 
> ```
> all_docs_view(Req, Db, Keys, OP) ->
>    Args0 = couch_mrview_http:parse_params(Req, Keys),
>    Args1 = Args0#mrargs{view_type=map},
>    Args2 = couch_mrview_util:validate_args(Args1),
>    Args3 = set_namespace(OP, Args2),
>    Options = [{user_ctx, Req#httpd.user_ctx}],
>    Max = chttpd:chunked_response_buffer_size(),
>    VAcc = #vacc{db=Db, req=Req, threshold=Max},
>    {ok, Resp} = fabric:all_docs(Db, Options, fun couch_mrview_http:view_cb/2, 
> VAcc, Args3),
>    {ok, Resp#vacc.resp}.
> ```
> 
> The first five lines handle query options and request parameters or 
> arguments. The next three lines are the bulk of the job: start a response, 
> call fabric:all_docs/5 with a callback to handle rows. The last line returns 
> the accumulator that is returned by fabric:all_docs/5.
> 
> fabric:all_docs/5 is a thin wrapper around fabric_view_all_docs:go/5. Before 
> we jump down, we notice that there is also a fabric_view_changes.erl, which 
> we should remember for the next iteration when we implement by-access-seq.
> 
> go/5 comes in two variants and we’ll ignore the second here for the moment, 
> because it is a performance optimisation. The main work for go/5 is in the 
> top third of the function. First it gets all shards for the current database 
> from mem3, then it starts a fabric_rpc worker for each shard, and then waits 
> for the results to come back by calling go/6 with all workers. The bottom two 
> thirds are timeout and error handling.
> 
> go/6 registers the handle_message/3 function as the callback for rexi_utils’ 
> recv/6 (read “receive”) function.
> 
> handle_message/3 comes in a number of variants to handle rexi errors, 
> receiving metadata, receiving result rows and a notification “complete” about 
> all rows having been sent.
> 
> Our next level down is looking into fabric_rpc and how it handles all_docs 
> requests. fabric_rpc/3 is again a short wrapper, this time around 
> couch_mrview:query_all_docs/4 which is the node-local function that handles 
> querying.
> 
> couch_mrview includes a bunch of functions map/reduce views. It seems like a 
> natural place doing our distinction between a normal by-id request and a 
> by-access-id request.
> 
> I’m skipping a step here, but with a little printf-debugging, I’ve found out 
> that the `Db` variable we get passed in, includes the authenticated userCtx 
> including username and any roles.  We can use couch_db:is_admin/1 to get a 
> boolean back for the distinction we are going to have to make:
> 
> ```
> query_all_docs(Db, Args0, Callback, Acc) ->
>    case couch_db:is_admin(Db) of
>        true -> query_all_docs_admin(Db, Args0, Callback, Acc);
>        false -> query_all_docs_access(Db, Args0, Callback, Acc)
>    end.
> ```
> 
> query_all_docs_admin/4 is the existing query_all_docs/4 function and we’re 
> introducing query_all_docs_access/4, that we now have to fill out with 
> querying our view.
> 
> Before we can do that, we need to understand how view work.
> 
> 
> ## The Anatomy of a View Request
> 
> Querying a view has three stages:
> 
> 1. define the view
> 2. build the view index
> 3. query the view index
> 
> A view definition is always in a design document. It can be one or JavaScript 
> map/reduce functions, Erlang map/reduce functions, or a mango index 
> definition.
> 
> // TODO: link all these view definition options.
> 
> Building the view index is an implicit step in CouchDB. View indexes are 
> refreshed at query time, but only if there were any changes in the database 
> since the last query. If no refresh is needed, the view result is returned 
> from the index directly.
> 
> // TODO: explain query_server
> 
> Querying indexes follows a similar path through chttpd, fabric, rexi, 
> fabric_rpc down to the per-node handlers in couch_mrview. Just a few lines 
> below couch_mrview:query_all_docs/4 we find query_view/5 which decides 
> between map and reduce requests. We care about map-only for now. query_view/5 
> is preceded by query_view/6 which includes a call to 
> couch_mrview_util:get_view/4 which looks like it is where we want to look 
> next, as the map_fold/5 called by query_view/5 is about looping over rows. We 
> hope we can re-use all that logic, and maybe get_view/4 lets us find out how 
> we can have it return our new view.
> 
> get_view/4 calls get_view_index_state/4 which in turn calls 
> get_view_index_pid/4 that finally calls into couch_index_server:get_index/4 
> which looks like it returns the index for our request. Let’s have a look.
> 
> get_index/4 will dive into get_index/2 eventually and that looks indeed like 
> where we need to look. In there, we look up view index in an ETS table (an 
> in-memory database), and if it can’t find it there, start a new one. Either 
> way, a view index is returned. The lookup is by DbName and Sig(nature), an 
> md5 hash over the `views` property in a design doc, that also corresponds to 
> the *.view filename of the view index.
> 
> 
> ## Faking the index
> 
> So how would we get this to return the index we want to query? We need to 
> create an index definition that matches the design doc `views` hash. Hm.
> 
> It is relatively easy to produce a map function that behaves like we want:
> 
> function (doc) {
>  var _access = doc.access
>  if (!_access) { return }
>  if (!isArray(_access) || _access,length === 0) { return }
>  _access.forEach( function (user_or_role) {
>    emit([user_or_role, doc._id], doc._rev)
>  })
> }
> 
> At query time, we’d have to match the requesting username and roles against 
> the first element in the key-array and return the results, while replacing 
> the key-array with the second element (the doc _id). All this doesn’t sound 
> too hard. Good.
> 
> One snag though: if we think ahead and try to see how we could implement 
> by-access-changes we get stuck: a view does not include rows for deleted 
> documents while _changes does. In addition, the update sequence for a 
> document is not available in a map function. So a regular view can not be 
> used here.
> 
> The filtering of deleted docs from a view index happens in 
> couch_mrview:map_fold/3. So if we could augment that for our internal view 
> requests, that could get us a long way towards reusing the rest of the 
> couch_mrview/couch_index machinery.
> 
> Note to self: make sure view compaction doesn’t remove deleted docs. But a 
> cursory glance at couch_mrview_compactor:compact_view_btree/5 suggests no 
> such thing, but we need to validate this, and if it doesn’t hold, change 
> view_compation to keep deleted entries.
> 
> * * *
> 
> We’ll start giving this a try by forking things off in 
> couch_mrview:query_all_docs/4 and pretending to call a view with a mocked 
> ddoc:
> 
> {
>  “_id”: “_design/_access”,
>  “language”: “_access”
>  “views”: {} // if needed
> } // TODO see which other fields it needs
> 
> We’ll try this road to see if we get to the point where we get a “view index 
> not found” error, because we didn’t actually have a view index yet. We’ll 
> then try and see if we can produce one. We could try the other way around 
> too, building the index first and then trying to query, but the approach 
> doesn’t make much of a difference.
> 
> First demo working: 
> https://gist.github.com/janl/20b218a3f0eafbf963ee28780261f9fc
> 
> 
> Next Steps:
> - make sure the startkey/endkey/descending argument handling is all correct 
> and complete
> - add key un-munging, so the user/role prefix gets filtered out on reads
> - handle roles:
>    - instead of querying the _access view once, we need to issue a 
> multi-query, probably via #mrags.multi_get, read up on how that is used
> - then we could start thinking about by-access-seq:
>    - we need access to the update-seq in couch_access_native_proc:map_doc, 
> might require view protocol upgrade, or we have a post-process function that 
> tags on the update-seq, we’ll see.
>    - the admin/access split we’re doing in query_all_docs should probably 
> happen in couch_db:changes_since/5
> 
> 
> 
> 
> 
> 
> # More specification details
> 
> 
> Documents with in databases with _access enabled are private/admin-only by 
> default, and can be made public with the special role _public
> 
> TODO: shared id space or auto-prefix ids
> 
> 

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