Files
OpenPXE/crates/core/src/boot_rules.rs
T
Miles WardandClaude Opus 4.8 29040e8a5a v0.7.1: walk the ladder once ever — persistent learned modes, rule pins, same-boot iPXE recovery
Answers the operational question 'can a machine try all three boot
binaries in one go?' The protocol can't carry three NBPs in one cycle
(one boot file per DHCP round, the Secure-Boot refusal happens after
handoff with no error report, and the broken-NIC case specifically needs
the firmware itself to load builtin-driver iPXE — GRUB's network rides
the same broken firmware stack). What we CAN do is make the walk a
once-per-machine-ever event and give operators a way to skip it:

- Learned driver modes persist (<work_dir>/driver_modes.json). A MAC
  that reaches the Shim rung, or confirms an iPXE handoff at Builtin,
  is pinned to disk: immune to the 30-min TTL, reloaded at startup.
  The file only carries exceptions — a healthy fleet never writes it.
  Corrupt file starts empty (standard crash-cache policy).
- Boot rules gain an optional driver_mode pin (auto/firmware/builtin/
  shim), consulted by the DHCP proxy BEFORE the escalation ladder:
  'this OUI is a Secure Boot rack -> serve shim immediately' = zero
  failed cycles. Mode-only rules coexist with target rules (a pin
  doesn't shadow a later target match). Editor column on Hosts tab.
- grub.cfg now tries to chainload all-drivers iPXE before showing the
  signed menu: with SB off the chainload succeeds and the client gets
  the full iPXE feature set back in the SAME boot (self-healing for
  mis-escalations, and the handoff then pins the working mode); with
  SB on, shim's verifier refuses it inline — no reboot — and the
  signed menu appears.

DhcpProxyServer now takes the escalation table + rules store from main
(persistence path comes from the configured work dir).

Validation: clippy clean, fmt clean, 299 workspace tests green (+9:
persistence round-trip across restart, Shim pin survives TTL, learned
Builtin survives TTL, corrupt-file recovery, default-mode-never-
persisted, rule-pin matching incl. unknown-mode tolerance and
pin/target coexistence, GRUB chainload-before-menu ordering, API
round-trip of the driver_mode field).

Co-Authored-By: Claude Opus 4.8 (1M context) <[email protected]>
2026-06-09 21:16:22 -04:00

370 lines
13 KiB
Rust

//! Label-based boot rules + boot-decision webhook (v0.7.0).
//!
//! Generalizes [`crate::host_bindings::HostBindings`] (exact-MAC pins)
//! into ordered, first-match-wins rules over what the boot chain knows
//! about a client — MAC prefix (OUI or longer) and firmware
//! architecture — plus an optional outbound webhook so external
//! automation (CMDB, netbox, a shell script) can decide the boot target
//! per machine, pixiecore-style.
//!
//! Decision order in the boot script handler, most-specific first:
//! 1. exact per-MAC host binding (operator pin)
//! 2. first matching enabled rule here
//! 3. webhook, if configured (fail-open: timeout/error → menu)
//! 4. interactive menu
//!
//! With no rules and no webhook configured the behavior is byte-for-byte
//! what it was before this feature existed — no toggles to flip.
//!
//! Persisted to `<work_dir>/boot_rules.json` with the same "in-memory
//! authoritative, disk is a crash cache, corruption falls back to empty"
//! policy as the host bindings — a bad rules file must never block PXE.
use crate::host_bindings::normalize_mac;
use parking_lot::RwLock;
use serde::{Deserialize, Serialize};
use std::path::PathBuf;
use std::sync::Arc;
/// One ordered rule. All present (non-empty) selectors must match —
/// empty selector fields match anything, so a rule with only `arch` set
/// applies to every client of that architecture.
#[derive(Debug, Clone, Serialize, Deserialize)]
pub struct BootRule {
/// Case-insensitive MAC prefix, `:`-separated (e.g. `dc:a6:32` for
/// an OUI, or longer). Empty = any MAC.
#[serde(default)]
pub mac_prefix: String,
/// Client architecture selector — matches `ClientArch::as_str()`
/// (`bios`, `uefi-x64`, `uefi-ia32`, `uefi-arm64`). Empty = any.
#[serde(default)]
pub arch: String,
/// Boot entry id (a `BootEntry::id`) or reserved menu name
/// (`_local`, `_queue`, …) to chain to when this rule matches.
/// May be empty for a rule that only pins a driver mode.
#[serde(default)]
pub target: String,
/// v0.7.1: optional first-boot binary pin — `""` (auto: let the
/// escalation ladder decide), `"firmware"`, `"builtin"`, or
/// `"shim"`. Lets an operator declare "this rack is all Secure
/// Boot → serve the signed chain immediately", skipping the
/// learn-by-failing walk entirely for known fleets.
#[serde(default)]
pub driver_mode: String,
/// Rules can be parked without deleting them.
#[serde(default = "default_true")]
pub enabled: bool,
/// Operator note shown in the UI (`"all Pi 4s"`, `"QA rack"`).
#[serde(default)]
pub note: String,
}
fn default_true() -> bool {
true
}
/// The whole persisted config: ordered rules + optional webhook.
#[derive(Debug, Clone, Default, Serialize, Deserialize)]
#[serde(default)]
pub struct BootRulesConfig {
pub rules: Vec<BootRule>,
/// Optional boot-decision webhook URL. When set, unmatched boots GET
/// `<url>?mac=<mac>&arch=<arch>` and a `200 {"target": "<id>"}`
/// reply chains to that target. Anything else (404, timeout, bad
/// JSON) falls through to the menu. Empty = disabled.
pub webhook_url: String,
}
/// Store for the rules config. Cheap to clone; locks held briefly.
#[derive(Debug, Clone)]
pub struct BootRulesStore {
path: Arc<PathBuf>,
inner: Arc<RwLock<BootRulesConfig>>,
}
impl BootRulesStore {
/// Load from `work_dir/boot_rules.json`, or start empty if absent /
/// unreadable.
#[must_use]
pub fn load_or_default(work_dir: &std::path::Path) -> Self {
let path = work_dir.join("boot_rules.json");
let inner = match std::fs::read_to_string(&path) {
Ok(text) => match serde_json::from_str::<BootRulesConfig>(&text) {
Ok(cfg) => cfg,
Err(e) => {
tracing::warn!(
target: "openpxe::boot_rules",
"boot_rules.json present but unreadable ({e}); starting empty"
);
BootRulesConfig::default()
}
},
Err(_) => BootRulesConfig::default(),
};
Self {
path: Arc::new(path),
inner: Arc::new(RwLock::new(inner)),
}
}
/// Current config snapshot (for the API / UI).
#[must_use]
pub fn snapshot(&self) -> BootRulesConfig {
self.inner.read().clone()
}
/// Replace the whole config (the UI saves the full table at once —
/// rules are ordered, so partial updates would be ambiguous).
pub fn replace(&self, mut cfg: BootRulesConfig) {
for r in &mut cfg.rules {
r.mac_prefix = normalize_mac(&r.mac_prefix);
r.arch = r.arch.trim().to_ascii_lowercase();
r.target = r.target.trim().to_string();
r.driver_mode = r.driver_mode.trim().to_ascii_lowercase();
r.note = r.note.trim().to_string();
}
cfg.webhook_url = cfg.webhook_url.trim().to_string();
*self.inner.write() = cfg;
self.persist();
}
/// Webhook URL, when configured.
#[must_use]
pub fn webhook_url(&self) -> Option<String> {
let g = self.inner.read();
if g.webhook_url.is_empty() {
None
} else {
Some(g.webhook_url.clone())
}
}
/// First enabled rule matching `(mac, arch)`, in stored order.
/// `arch` is the `ClientArch::as_str()` form when the boot chain
/// passed one along, `None` otherwise (older chains).
#[must_use]
pub fn match_target(&self, mac: &str, arch: Option<&str>) -> Option<String> {
self.first_match(mac, arch, |r| {
(!r.target.is_empty()).then(|| r.target.clone())
})
}
/// v0.7.1: first enabled rule that pins a driver mode for `(mac,
/// arch)`. Consulted by the DHCP proxy *before* the automatic
/// escalation ladder — an operator who knows a rack is all Secure
/// Boot pins it to `shim` and those machines never walk the ladder.
/// Unknown mode strings are ignored (forward compatibility).
#[must_use]
pub fn driver_mode_hint(&self, mac: &str, arch: Option<&str>) -> Option<crate::DriverMode> {
self.first_match(mac, arch, |r| match r.driver_mode.as_str() {
"firmware" => Some(crate::DriverMode::Firmware),
"builtin" => Some(crate::DriverMode::Builtin),
"shim" => Some(crate::DriverMode::Shim),
_ => None,
})
}
/// Shared rule-matching walk: returns the first `extract` result from
/// an enabled rule whose selectors match. Rules that match but yield
/// `None` from `extract` (e.g. no target set, or no driver mode set)
/// don't stop the walk — target rules and mode-pin rules coexist.
fn first_match<T>(
&self,
mac: &str,
arch: Option<&str>,
extract: impl Fn(&BootRule) -> Option<T>,
) -> Option<T> {
let mac = normalize_mac(mac);
let g = self.inner.read();
for r in &g.rules {
if !r.enabled {
continue;
}
if !r.mac_prefix.is_empty() && !mac.starts_with(r.mac_prefix.as_str()) {
continue;
}
if !r.arch.is_empty() {
// An arch-selective rule can only match when the chain
// told us the client's arch.
match arch {
Some(a) if a.eq_ignore_ascii_case(&r.arch) => {}
_ => continue,
}
}
if let Some(v) = extract(r) {
return Some(v);
}
}
None
}
fn persist(&self) {
let snap = self.inner.read().clone();
let body = match serde_json::to_vec_pretty(&snap) {
Ok(b) => b,
Err(e) => {
tracing::warn!(target: "openpxe::boot_rules", "serialize boot_rules.json: {e}");
return;
}
};
if let Some(parent) = self.path.parent() {
let _ = std::fs::create_dir_all(parent);
}
let tmp = self.path.with_extension("json.tmp");
if let Err(e) = std::fs::write(&tmp, body) {
tracing::warn!(target: "openpxe::boot_rules", "write boot_rules.json tmp: {e}");
return;
}
if let Err(e) = std::fs::rename(&tmp, self.path.as_path()) {
tracing::warn!(target: "openpxe::boot_rules", "rename boot_rules.json: {e}");
}
}
}
#[cfg(test)]
mod tests {
use super::*;
use tempfile::tempdir;
fn rule(mac_prefix: &str, arch: &str, target: &str) -> BootRule {
BootRule {
mac_prefix: mac_prefix.into(),
arch: arch.into(),
target: target.into(),
driver_mode: String::new(),
enabled: true,
note: String::new(),
}
}
#[test]
fn driver_mode_hint_pins_known_modes_and_ignores_unknown() {
let dir = tempdir().unwrap();
let s = BootRulesStore::load_or_default(dir.path());
let mut sb_rack = rule("aa:bb:cc", "", "");
sb_rack.driver_mode = "SHIM".into(); // normalized on replace
let mut weird = rule("11:22:33", "", "");
weird.driver_mode = "quantum".into(); // unknown → ignored
s.replace(BootRulesConfig {
rules: vec![sb_rack, weird],
webhook_url: String::new(),
});
assert_eq!(
s.driver_mode_hint("aa:bb:cc:00:00:01", None),
Some(crate::DriverMode::Shim)
);
assert_eq!(s.driver_mode_hint("11:22:33:00:00:01", None), None);
assert_eq!(s.driver_mode_hint("99:99:99:00:00:01", None), None);
}
#[test]
fn mode_pin_rule_does_not_shadow_later_target_rule() {
// A mode-only rule and a target rule can both apply to the same
// client: the mode pin must not consume the target walk.
let dir = tempdir().unwrap();
let s = BootRulesStore::load_or_default(dir.path());
let mut pin = rule("aa:bb", "", "");
pin.driver_mode = "builtin".into();
s.replace(BootRulesConfig {
rules: vec![pin, rule("aa:bb", "", "rack-image")],
webhook_url: String::new(),
});
assert_eq!(
s.driver_mode_hint("aa:bb:00:00:00:01", None),
Some(crate::DriverMode::Builtin)
);
assert_eq!(
s.match_target("aa:bb:00:00:00:01", None).as_deref(),
Some("rack-image")
);
}
#[test]
fn empty_config_matches_nothing() {
let dir = tempdir().unwrap();
let s = BootRulesStore::load_or_default(dir.path());
assert!(s
.match_target("aa:bb:cc:dd:ee:ff", Some("uefi-x64"))
.is_none());
assert!(s.webhook_url().is_none());
}
#[test]
fn first_match_wins_in_order() {
let dir = tempdir().unwrap();
let s = BootRulesStore::load_or_default(dir.path());
s.replace(BootRulesConfig {
rules: vec![
rule("aa:bb:cc", "", "rack-image"),
rule("", "", "catch-all"),
],
webhook_url: String::new(),
});
assert_eq!(
s.match_target("AA-BB-CC-00-00-01", None).as_deref(),
Some("rack-image")
);
assert_eq!(
s.match_target("11:22:33:44:55:66", None).as_deref(),
Some("catch-all")
);
}
#[test]
fn arch_selector_requires_known_arch() {
let dir = tempdir().unwrap();
let s = BootRulesStore::load_or_default(dir.path());
s.replace(BootRulesConfig {
rules: vec![rule("", "uefi-arm64", "arm-image")],
webhook_url: String::new(),
});
assert_eq!(
s.match_target("aa:bb:cc:00:00:01", Some("uefi-arm64"))
.as_deref(),
Some("arm-image")
);
// Wrong arch, or arch unknown to the chain → no match.
assert!(s.match_target("aa:bb:cc:00:00:01", Some("bios")).is_none());
assert!(s.match_target("aa:bb:cc:00:00:01", None).is_none());
}
#[test]
fn disabled_rules_are_skipped() {
let dir = tempdir().unwrap();
let s = BootRulesStore::load_or_default(dir.path());
let mut r = rule("", "", "x");
r.enabled = false;
s.replace(BootRulesConfig {
rules: vec![r],
webhook_url: String::new(),
});
assert!(s.match_target("aa:bb:cc:00:00:01", None).is_none());
}
#[test]
fn config_round_trips_to_disk() {
let dir = tempdir().unwrap();
let s = BootRulesStore::load_or_default(dir.path());
s.replace(BootRulesConfig {
rules: vec![rule("DC-A6-32", "", "pi-image")],
webhook_url: " http://automation/boot ".into(),
});
drop(s);
let s2 = BootRulesStore::load_or_default(dir.path());
// Prefix was normalized on replace, webhook trimmed.
assert_eq!(
s2.match_target("dc:a6:32:01:02:03", None).as_deref(),
Some("pi-image")
);
assert_eq!(s2.webhook_url().as_deref(), Some("http://automation/boot"));
}
#[test]
fn corrupt_file_falls_back_to_empty() {
let dir = tempdir().unwrap();
std::fs::write(dir.path().join("boot_rules.json"), b"{nope").unwrap();
let s = BootRulesStore::load_or_default(dir.path());
assert!(s.snapshot().rules.is_empty());
}
}