Files
govoplan-mail/src/govoplan_mail/backend/documentation.py

540 lines
25 KiB
Python

from __future__ import annotations
from typing import Any
from sqlalchemy.orm import Session
from govoplan_core.core.modules import DocumentationCondition, DocumentationContext, DocumentationLink, DocumentationTopic
from govoplan_mail.backend.mail_profiles import (
EffectiveMailProfilePolicy,
MailProfileError,
effective_mail_profile_policy_for_scope,
)
MAIL_POLICY_DOC_SCOPES = ("mail:profile:read", "admin:policies:read", "system:settings:read")
MAIL_PROFILE_READ_SCOPE = "mail:profile:read"
MAIL_PROFILE_WRITE_SCOPE = "mail:profile:write"
MAIL_PROFILE_WRITE_OWN_SCOPE = "mail:profile:write_own"
MAIL_SECRET_MANAGE_SCOPE = "mail:secret:manage" # noqa: S105 -- permission identifier, not a credential
MAIL_SECRET_MANAGE_OWN_SCOPE = "mail:secret:manage_own" # noqa: S105 -- permission identifier, not a credential
MAIL_PROFILE_TEST_SCOPE = "mail:profile:test"
MAIL_PROFILE_USE_SCOPE = "mail:profile:use"
_HOST_POLICY_FIELDS = (("SMTP", "smtp_hosts"), ("IMAP", "imap_hosts"))
def documentation_topics(context: DocumentationContext) -> tuple[DocumentationTopic, ...]:
topics = [
topic
for topic in (
_tenant_mail_policy_topic(context),
_custom_mail_profile_topic(context),
)
if topic is not None
]
return tuple(topics)
def _tenant_mail_policy_topic(context: DocumentationContext) -> DocumentationTopic | None:
principal = context.principal
tenant_id = str(getattr(principal, "tenant_id", "") or "")
if not tenant_id:
return None
if context.documentation_type == "admin" and not _has_any_scope(principal, MAIL_POLICY_DOC_SCOPES):
return None
session = context.session
if not isinstance(session, Session):
return None
try:
policy = effective_mail_profile_policy_for_scope(session, tenant_id=tenant_id, scope_type="tenant")
except MailProfileError as exc:
user_documentation = context.documentation_type == "user"
return DocumentationTopic(
id="mail.tenant-profile-policy-unavailable",
title="Mail server policy could not be evaluated",
summary="Mail profile documentation is installed, but the tenant-level effective policy could not be read for this request.",
body=(
"The current Mail policy could not be loaded. Try again or ask a Mail administrator for help."
if user_documentation
else str(exc)
),
layer="available",
documentation_types=(context.documentation_type,),
source_module_id="mail",
order=41,
links=(
(DocumentationLink(label="Public mail help", href="https://govplan.add-ideas.de/modules/mail", kind="public"),)
if user_documentation
else (_mail_policy_api_link(),)
),
metadata={} if user_documentation else {"error_type": type(exc).__name__},
)
effective = policy.as_dict()
if context.documentation_type == "user":
summary, body = _mail_policy_user_text(effective)
return DocumentationTopic(
id="mail.tenant-profile-policy-user",
title="Choosing a mail server",
summary=summary,
body=body,
layer="configured",
documentation_types=("user",),
audience=("mail_user", "campaign_user"),
order=40,
links=(
DocumentationLink(label="Public mail help", href="https://govplan.add-ideas.de/modules/mail", kind="public"),
),
related_modules=("campaigns",),
unlocks=("Campaigns can use these mail choices when the campaign module is available.",),
configuration_keys=("mail_profile_policy",),
i18n_key="mail.topic.tenant_profile_policy_user",
translations=_user_mail_policy_translations(effective),
source_module_id="mail",
metadata=_mail_policy_user_metadata(effective),
)
summary, body = _mail_policy_admin_text(effective, source_count=len(policy.source_policies))
return DocumentationTopic(
id="mail.tenant-profile-policy-admin",
title="Mail server choices for this tenant",
summary=summary,
body=body,
layer="configured",
documentation_types=("admin",),
audience=("tenant_admin", "mail_admin", "campaign_admin"),
order=40,
links=(
DocumentationLink(label="Mail profiles API", href="/api/v1/mail/profiles", kind="api"),
_mail_policy_api_link(),
DocumentationLink(label="Public mail module documentation", href="https://govplan.add-ideas.de/modules/mail", kind="public"),
),
related_modules=("campaigns",),
unlocks=("Campaign delivery can use reusable mail profiles when govoplan-campaign is installed.",),
configuration_keys=("mail_profile_policy",),
i18n_key="mail.topic.tenant_profile_policy_admin",
source_module_id="mail",
metadata=_mail_policy_metadata(effective, source_count=len(policy.source_policies)),
)
def _custom_mail_profile_topic(context: DocumentationContext) -> DocumentationTopic | None:
if context.documentation_type != "user":
return None
principal = context.principal
if not _has_any_scope(principal, (MAIL_PROFILE_WRITE_SCOPE, MAIL_PROFILE_WRITE_OWN_SCOPE)):
return None
if not _has_all_scopes(principal, (MAIL_PROFILE_READ_SCOPE,)):
return None
tenant_id = str(getattr(principal, "tenant_id", "") or "")
user_id = str(getattr(getattr(principal, "user", None), "id", "") or "")
session = context.session
if not tenant_id or not user_id or not isinstance(session, Session):
return None
try:
policy = effective_mail_profile_policy_for_scope(
session,
tenant_id=tenant_id,
scope_type="user",
scope_id=user_id,
)
except MailProfileError:
# A user-facing runtime topic must not turn internal policy resolution
# details into documentation output. The task simply remains absent
# until its effective policy can be proven.
return None
if not policy.allow_user_profiles:
return None
can_manage_credentials = _has_any_scope(
principal,
(MAIL_SECRET_MANAGE_SCOPE, MAIL_SECRET_MANAGE_OWN_SCOPE),
)
can_test_profile = _has_all_scopes(principal, (MAIL_PROFILE_TEST_SCOPE, MAIL_PROFILE_USE_SCOPE))
can_use_profile = _has_any_scope(principal, (MAIL_PROFILE_USE_SCOPE,))
approval_required = bool(policy.allowed_profile_id_sets)
constraints = _host_policy_constraint_records(policy)
authority_lines = _custom_profile_authority_lines(
can_manage_credentials=can_manage_credentials,
can_test_profile=can_test_profile,
can_use_profile=can_use_profile,
approval_required=approval_required,
)
steps = _custom_profile_steps(
can_manage_credentials=can_manage_credentials,
can_test_profile=can_test_profile,
can_use_profile=can_use_profile,
approval_required=approval_required,
)
return DocumentationTopic(
id="mail.workflow.create-custom-profile",
title="Create a custom Mail profile",
summary=(
"Create a reusable profile in the current account's user-scoped Settings view, "
"within the active SMTP and IMAP hostname policy."
),
body="\n".join(authority_lines),
layer="configured",
documentation_types=("user",),
audience=("mail_profile_author", "campaign_manager"),
order=41,
conditions=(
DocumentationCondition(
required_modules=("mail",),
required_scopes=(MAIL_PROFILE_READ_SCOPE,),
any_scopes=(MAIL_PROFILE_WRITE_SCOPE, MAIL_PROFILE_WRITE_OWN_SCOPE),
configuration_keys=("mail_profile_policy",),
),
),
links=(
DocumentationLink(label="My Mail profiles", href="/settings?section=mail-profiles", kind="runtime"),
DocumentationLink(label="Public mail help", href="https://govplan.add-ideas.de/modules/mail", kind="public"),
),
related_modules=("campaigns",),
unlocks=("A custom Mail-owned transport definition that authorized tasks can reference after all policy checks pass.",),
configuration_keys=("mail_profile_policy",),
i18n_key="mail.topic.create_custom_profile",
source_module_id="mail",
metadata={
"kind": "workflow",
"route": "/settings?section=mail-profiles",
"screen": "My Mail profiles",
"help_contexts": ["mail.profiles", "app.settings"],
"prerequisites": [
"The Mail profile editor is available in Settings and opens in the current account's user scope.",
"The effective Mail policy permits user-scoped profiles.",
],
"steps": list(steps),
"outcome": "A user-scoped custom Mail profile is saved without copying its credentials into a consuming module.",
"current_configuration": list(authority_lines),
"constraints": list(constraints),
"verification": _custom_profile_verification(
can_test_profile=can_test_profile,
can_use_profile=can_use_profile,
approval_required=approval_required,
),
"can_manage_credentials": can_manage_credentials,
"can_test_profile": can_test_profile,
"can_use_profile": can_use_profile,
"approval_required_before_use": approval_required,
"related_topic_ids": [
"mail.workflow.choose-and-test-profile",
"mail.profile-ownership-and-consumers",
"mail.profiles-and-policy",
],
},
)
def _host_policy_constraint_records(policy: EffectiveMailProfilePolicy) -> tuple[dict[str, Any], ...]:
constraints: list[dict[str, Any]] = []
for label, key in _HOST_POLICY_FIELDS:
prefix = label.casefold()
denied = _display_patterns(policy.blacklist_patterns.get(key, []))
constraints.append({
"id": f"{prefix}-host-deny",
"label": f"{label} denied hosts",
"description": (
"Deny rules are checked first. The hostname must not match any listed pattern."
if denied
else "Deny rules are checked first. No hostname deny pattern is active."
),
**({"values": list(denied)} if denied else {}),
})
allowed_groups = tuple(
group
for group in (_display_patterns(items) for items in policy.whitelist_groups.get(key, []))
if group
)
if not allowed_groups:
constraints.append({
"id": f"{prefix}-host-allow",
"label": f"{label} allowed hosts",
"description": "After deny checks, no hostname allow-list group is active.",
})
continue
for index, group in enumerate(allowed_groups, start=1):
constraints.append({
"id": f"{prefix}-host-allow-{index}",
"label": f"{label} allowed hosts — group {index}",
"description": (
"After deny checks, the hostname must match at least one pattern in this group. "
"It must satisfy every active allow-list group shown for this protocol."
),
"values": list(group),
})
return tuple(constraints)
def _display_patterns(patterns: list[str]) -> tuple[str, ...]:
result: list[str] = []
for pattern in patterns:
value = str(pattern).strip()
if value and value not in result:
result.append(value)
return tuple(result)
def _custom_profile_authority_lines(
*,
can_manage_credentials: bool,
can_test_profile: bool,
can_use_profile: bool,
approval_required: bool,
) -> tuple[str, ...]:
credentials = (
"Credential authority: you may save or replace Mail-owned SMTP/IMAP passwords."
if can_manage_credentials
else "Credential authority: you may define the profile, but you cannot save or replace passwords; an actor with both profile-write and secret-management authority must do that when authentication requires one."
)
testing = (
"Test authority: you may run the profile's SMTP/IMAP connection tests after saving it as active."
if can_test_profile
else "Test authority: creating the profile does not let you run connection tests; ask an actor with both profile-test and profile-use authority to verify an active profile."
)
use = (
"Use authority: you may select the profile in an authorized task after its contextual policy checks pass."
if can_use_profile
else "Use authority: creating the profile does not let you select or use it; separate Mail profile use authority is required."
)
approval = (
"Approval: an approved-profile list is active. A newly generated profile reference must be approved before the profile can be selected or used."
if approval_required
else "Approval: no approved-profile list currently blocks a newly created profile, but each consuming task still rechecks its contextual policy."
)
return credentials, testing, use, approval
def _custom_profile_steps(
*,
can_manage_credentials: bool,
can_test_profile: bool,
can_use_profile: bool,
approval_required: bool,
) -> tuple[str, ...]:
steps = [
"Open Settings, choose Mail profiles, and select Add profile in the current account's user-scoped view.",
"Enter a stable name and configure SMTP plus optional IMAP hostnames that satisfy every host-policy statement shown above.",
]
steps.append(
"Enter the required SMTP/IMAP credentials in the dedicated password fields."
if can_manage_credentials
else "Save the non-secret profile definition, then ask an actor with both profile-write and secret-management authority to add credentials if the server requires authentication."
)
steps.append("Save the profile; Mail validates the effective user-scope host policy again on the server.")
steps.append(
"Save the profile as active, then run the available SMTP and IMAP connection tests."
if can_test_profile
else "Ask an actor with both profile-test and profile-use authority to run the SMTP and IMAP connection tests after the profile is active."
)
if approval_required:
steps.append("Ask a Mail administrator to add the new profile to the active approved-profile list.")
steps.append(
"Select the profile from the consuming task's picker and complete that task's contextual validation."
if can_use_profile
else "Ask an actor with Mail profile use authority to select it in the consuming task after approval and testing."
)
return tuple(steps)
def _custom_profile_verification(*, can_test_profile: bool, can_use_profile: bool, approval_required: bool) -> str:
checks = ["Reopen My Mail profiles and confirm the saved profile remains in the current account's user-scoped view."]
checks.append(
"Confirm the authorized SMTP/IMAP tests succeed."
if can_test_profile
else "Have an authorized tester confirm the SMTP/IMAP tests succeed."
)
if approval_required:
checks.append("Confirm an administrator approved the generated profile reference before expecting it in a picker.")
checks.append(
"Confirm the intended task can select it and passes its own policy validation."
if can_use_profile
else "Confirm a separately authorized user can select it and passes the consuming task's policy validation."
)
return " ".join(checks)
def _mail_policy_admin_text(policy: dict[str, Any], *, source_count: int) -> tuple[str, str]:
allowed_profile_ids = policy.get("allowed_profile_ids")
lower_scopes = _allowed_lower_scopes(policy)
approved_profile_limit = isinstance(allowed_profile_ids, list)
pattern_counts = _pattern_counts(policy)
locked_limit_count = sum(1 for value in _lower_limit_values(policy) if value is False)
if approved_profile_limit and not lower_scopes:
summary = "This tenant is in approved-profile mode: users can choose configured mail profiles, but lower scopes cannot bring arbitrary SMTP or IMAP servers."
elif approved_profile_limit:
summary = "This tenant limits mail sending to approved profile ids, while selected lower scopes can still define profiles within policy limits."
elif lower_scopes:
summary = "This tenant permits lower-scope mail profiles subject to the effective host, sender, recipient, and credential policy."
else:
summary = "This tenant uses centrally managed mail profiles; lower-scope profile creation is disabled by the effective policy."
approved_line = _approved_profile_line(allowed_profile_ids)
lower_scope_line = _lower_scope_line(lower_scopes)
credential_line = _credential_line(policy)
pattern_line = f"Allow-list pattern groups: {pattern_counts['whitelist']}. Deny-list patterns: {pattern_counts['blacklist']}."
lower_limit_line = f"Locked lower-level limits: {locked_limit_count}. Policy sources applied: {source_count}."
body = "\n".join([approved_line, lower_scope_line, credential_line, pattern_line, lower_limit_line])
return summary, body
def _mail_policy_user_text(policy: dict[str, Any]) -> tuple[str, str]:
allowed_profile_ids = policy.get("allowed_profile_ids")
lower_scopes = _allowed_lower_scopes(policy)
approved_profile_limit = isinstance(allowed_profile_ids, list)
if approved_profile_limit and not lower_scopes:
summary = "You can choose from approved mail servers, but you cannot add your own mail server for this tenant."
body = "This is set by tenant policy. If the mail server you need is not offered, ask an administrator to add it as an approved mail profile."
elif approved_profile_limit:
summary = "You can use approved Mail profiles. Some scopes may also define additional reusable profiles."
body = "The available profiles are limited by tenant policy. Campaigns select one profile by reference; SMTP/IMAP settings and credentials remain managed in Mail."
elif lower_scopes:
summary = "You may be able to define reusable Mail profiles in selected scopes, subject to tenant rules."
body = "GovOPlaN checks each profile before use. Campaigns reference an available profile and never store its SMTP/IMAP settings or credentials."
else:
summary = "Mail servers are managed centrally for this tenant."
body = "You cannot add a personal, group, or campaign mail server here. Choose one of the configured options or ask an administrator to add another approved profile."
return summary, body
def _user_mail_policy_translations(policy: dict[str, Any]) -> dict[str, dict[str, str]]:
allowed_profile_ids = policy.get("allowed_profile_ids")
lower_scopes = _allowed_lower_scopes(policy)
approved_profile_limit = isinstance(allowed_profile_ids, list)
if approved_profile_limit and not lower_scopes:
return {
"de": {
"title": "Mailserver auswaehlen",
"summary": "Sie koennen aus freigegebenen Mailservern waehlen, aber keinen eigenen Mailserver fuer diesen Tenant eintragen.",
"body": "Das wird durch die Tenant-Regeln festgelegt. Wenn der benoetigte Mailserver nicht angeboten wird, bitten Sie eine Administratorin oder einen Administrator, ihn als freigegebenes Mailprofil anzulegen.",
},
}
if approved_profile_limit:
return {
"de": {
"title": "Mailserver auswaehlen",
"summary": "Sie koennen freigegebene Mailprofile nutzen. In manchen Bereichen koennen weitere wiederverwendbare Profile angelegt werden.",
"body": "Die Auswahl wird durch Tenant-Regeln begrenzt. Kampagnen speichern nur die Profilreferenz; SMTP-/IMAP-Einstellungen und Zugangsdaten verbleiben im Mail-Modul.",
},
}
if lower_scopes:
return {
"de": {
"title": "Mailserver auswaehlen",
"summary": "In bestimmten Bereichen koennen Sie wiederverwendbare Mailprofile anlegen, solange die aktiven Tenant-Regeln eingehalten werden.",
"body": "GovOPlaN prueft jedes Profil vor der Verwendung. Kampagnen referenzieren ein freigegebenes Profil und speichern keine SMTP-/IMAP-Einstellungen oder Zugangsdaten.",
},
}
return {
"de": {
"title": "Mailserver auswaehlen",
"summary": "Mailserver werden fuer diesen Tenant zentral verwaltet.",
"body": "Sie koennen hier keinen persoenlichen, Gruppen- oder Kampagnen-Mailserver eintragen. Waehlen Sie eine konfigurierte Option oder bitten Sie eine Administratorin oder einen Administrator um ein weiteres freigegebenes Profil.",
},
}
def _approved_profile_line(allowed_profile_ids: Any) -> str:
if isinstance(allowed_profile_ids, list):
count = len(allowed_profile_ids)
if count == 0:
return "Approved profiles: the active policy currently allows no reusable profile ids."
return f"Approved profiles: users are limited to {count} reusable profile id(s) selected by policy."
return "Approved profiles: no explicit approved-profile list is active."
def _lower_scope_line(lower_scopes: tuple[str, ...]) -> str:
if not lower_scopes:
return "Lower scopes: user, group, and campaign-local profile creation are disabled."
return "Lower scopes allowed to define profiles: " + ", ".join(lower_scopes) + "."
def _credential_line(policy: dict[str, Any]) -> str:
smtp_inherit = bool((policy.get("smtp_credentials") or {}).get("inherit", True))
imap_inherit = bool((policy.get("imap_credentials") or {}).get("inherit", True))
return (
f"Credential inheritance: SMTP {'inherits' if smtp_inherit else 'requires local credentials'}; "
f"IMAP {'inherits' if imap_inherit else 'requires local credentials'}. "
"Campaign delivery is available only for protocols that inherit credentials from the selected Mail profile."
)
def _allowed_lower_scopes(policy: dict[str, Any]) -> tuple[str, ...]:
scopes: list[str] = []
if policy.get("allow_user_profiles") is not False:
scopes.append("user")
if policy.get("allow_group_profiles") is not False:
scopes.append("group")
if policy.get("allow_campaign_profiles") is not False:
scopes.append("campaign")
return tuple(scopes)
def _pattern_counts(policy: dict[str, Any]) -> dict[str, int]:
return {
"whitelist": _pattern_count(policy.get("whitelist")),
"blacklist": _pattern_count(policy.get("blacklist")),
}
def _pattern_count(payload: Any) -> int:
if not isinstance(payload, dict):
return 0
return sum(len(value) for value in payload.values() if isinstance(value, list))
def _lower_limit_values(policy: dict[str, Any]) -> tuple[bool, ...]:
lower_limits = policy.get("allow_lower_level_limits")
if not isinstance(lower_limits, dict):
return ()
return tuple(value for value in lower_limits.values() if isinstance(value, bool))
def _mail_policy_metadata(policy: dict[str, Any], *, source_count: int) -> dict[str, Any]:
allowed_profile_ids = policy.get("allowed_profile_ids")
pattern_counts = _pattern_counts(policy)
return {
"approved_profile_limit_active": isinstance(allowed_profile_ids, list),
"approved_profile_count": len(allowed_profile_ids) if isinstance(allowed_profile_ids, list) else None,
"lower_scopes_allowed": list(_allowed_lower_scopes(policy)),
"whitelist_pattern_count": pattern_counts["whitelist"],
"blacklist_pattern_count": pattern_counts["blacklist"],
"locked_lower_level_limit_count": sum(1 for value in _lower_limit_values(policy) if value is False),
"policy_source_count": source_count,
}
def _mail_policy_user_metadata(policy: dict[str, Any]) -> dict[str, Any]:
allowed_profile_ids = policy.get("allowed_profile_ids")
return {
"approved_profile_limit_active": isinstance(allowed_profile_ids, list),
"can_add_local_mail_server": bool(_allowed_lower_scopes(policy)),
"lower_scopes_allowed": list(_allowed_lower_scopes(policy)),
}
def _has_any_scope(principal: object | None, scopes: tuple[str, ...]) -> bool:
has = getattr(principal, "has", None)
if callable(has):
return any(bool(has(scope)) for scope in scopes)
principal_scopes = set(getattr(principal, "scopes", ()) or ())
return "*" in principal_scopes or any(scope in principal_scopes for scope in scopes)
def _has_all_scopes(principal: object | None, scopes: tuple[str, ...]) -> bool:
has = getattr(principal, "has", None)
if callable(has):
try:
return all(bool(has(scope)) for scope in scopes)
except Exception:
return False
principal_scopes = set(getattr(principal, "scopes", ()) or ())
return "*" in principal_scopes or all(scope in principal_scopes for scope in scopes)
def _mail_policy_api_link() -> DocumentationLink:
return DocumentationLink(label="Tenant mail policy API", href="/api/v1/mail/policies/tenant", kind="api")