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Add security foundations section #487

Merged
merged 30 commits into from
Jan 31, 2025
Merged

Add security foundations section #487

merged 30 commits into from
Jan 31, 2025

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coroiu
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@coroiu coroiu commented Nov 25, 2024

🎟️ Tracking

📔 Objective

This ports over an internal document while making some adjustments to the principles. Requirements will initially be added as-is

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@coroiu coroiu requested a review from MGibson1 November 26, 2024 10:35
@coroiu coroiu marked this pull request as ready for review November 26, 2024 10:35
@coroiu coroiu requested a review from a team as a code owner November 26, 2024 10:35
Comment on lines 7 to 11
The requirements in this section are organized hierarchically, with top-level requirements defining
the core rules and obligations that must be met, serving as broad objectives for Bitwarden's
security model. Sub-requirements expand on these by addressing specific scenarios, exceptions, or
clarifications, and may override their parent requirement when explicitly stated. Sibling
requirements at the same level must remain independent and free of contradictions.
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thought: Might be nice to align this to an industry standard like ISO/IEC/IEEE 29148, but there's only so much we can do in a markdown document

2. Vault data **MAY** be unprotected while _in use_.

- a. The Client **MAY** decrypt all vault data during vault unlock.
- i. The Client **SHOULD** minimize the quantity of decrypted vault data.
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thought: we could make this more stringent

Suggested change
- i. The Client **SHOULD** minimize the quantity of decrypted vault data.
- i. The Client **SHOULD** limit decrypted data to the records actively in use by the user.

@@ -0,0 +1,21 @@
# P03 - No security on fully compromised systems
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point-of-interest: this was previously called No guarantees for unlocked vaults on fully compromised devices. I changed it to make it more consistent with the other principles, but "no security" might seems a bit harsh

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@quexten quexten Dec 3, 2024

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Related to the confluence point; I think we might need to add "no security guarantees on fully compromised bitwarden contexts"

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Thoughts on dropping the acronyms and typed declarations? "P01" and "EK" come off rather strongly to me. Same for the "MUST" and "MUST NOT" all over the place that could probably just be expressed without capitalization and boldface.

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coroiu commented Nov 27, 2024

@withinfocus for P01 I thought about doing something similar to ADRs. I also wanted to be able to connect requirements to principles somehow later down the line in which I think the numbering could be useful for.

The boldface might be distracting you're probably right, but I'm not sure about removing the capitalization. Here I'm drawing inspiration from W3C specifications such as WebAuthn L3 where those terms are always captialized

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I get where you're coming from with the historical references, but I see those as specifications with a large scope and impact. This is important to the company as principles, but I wouldn't treat it quite so intensely such as to model it vs. writing natural language.

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quexten commented Nov 28, 2024

Imo:

I prefer the RFC-like MUST NOT, and SHOULD NOT, etc. because it makes it clear that we are unambiguous and very deliberate about whatever meaning we encode with them, because they have a clear definition (from rfc2119).
Natural text, even if it's the same words, does not do that. In natural text, "must not" does not necessarily mean an absolute prohibition, and could just be a strong recommendation.

So, if we want to treat this as a set of requirements, that we want to design our applications by, then the RFC-style terms helps make these requirements unambiguous and clear.
(If we are just stating principles as recommendations/guidelines, without a strict requirement, then it does not matter.)

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coroiu commented Nov 28, 2024

My vision was that these requirements would be what we base all of our security design on, and not be "mere guidelines". If that will happen or not is probably beyond the scope of this PR. :) That said, the primary reason that motivated me to create this documentation was to remove ambiguousness surrounding security design and make it very clear for teams that have to design solutions for our products. Given that I am hesitant to make any changes that could potentially decrease clarity and introduce ambiguousness


1. The authentication tokens MUST be protected at rest if the client provides a mechanism for secure
storage.

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Suggested change
2. The authentication tokens **SHOULD** be protected in transit.

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Added! But why SHOULD and not MUST?

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🤔 I can't recall what I had in mind when suggesting SHOULD. I believe that it should be MUST, as you said. I've suggested that as another change.

@coroiu coroiu requested review from eliykat and trmartin4 January 22, 2025 08:44
trmartin4
trmartin4 previously approved these changes Jan 22, 2025
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Just one suggestion.


1. The authentication tokens **MUST** be protected at rest if the client provides a mechanism for
secure storage.
2. The authentication tokens **SHOULD** be protected in transit.
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Suggested change
2. The authentication tokens **SHOULD** be protected in transit.
2. The authentication tokens **MUST** be protected in transit.

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Fixed 👍

trmartin4
trmartin4 previously approved these changes Jan 23, 2025
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Handful of copyediting notes.

party or parties may not have done so, making the channel trusted by one party but untrusted by
the other(s).
</dd>
<dt>Fully trusted Channel</dt>
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"Channel" is capitalized here and not in other headings

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Hinton commented Jan 24, 2025

@coroiu Could you move this to be under Architecture? This will give it codeowners and possibly a better home.

@coroiu coroiu requested a review from a team as a code owner January 27, 2025 09:06
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coroiu commented Jan 27, 2025

@Hinton I've moved it under a Architecture, though it doesn't really feel like an architectural thing? Either way, I think it's worth it to at least give owners. For the future I wonder if we could move it out again and place it under a new working group's ownership, I'll float that idea in other channels and see where we end up :)

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Hinton commented Jan 27, 2025

I know, but this at least gives it a home while we figure out exactly where it should live and whom should own it.

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Previously reviewed and I support the other approvals here so far. I think this is a good initial state to land.

@coroiu coroiu merged commit e559efe into main Jan 31, 2025
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@coroiu coroiu deleted the ps/add-fundamental-reqs branch January 31, 2025 16:26
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7 participants