Add design note: scoped service-account/token type

Proposes a non-human credential type — service_accounts +
service_account_keys, instance- or team-scoped, distinct from both
user API keys (always tied to a human's full rights) and integration
keys (narrow, one-way webhook auth only). Directly unblocks
terdut-operator's DESIGN.md §6, whose bootstrap/rotation plan doesn't
work against /api/bootstrap's actual single-shot-per-install behavior.

Design note only, no implementation yet.
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Niklas Ye
2026-09-29 20:35:28 +02:00
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# Service accounts: a scoped, non-human credential type
This is a design note for a feature, not an implementation plan — it exists to
propose the shape before writing code. It's raised directly by `terdut-operator`
(a separate repo, no shared code — see its `DESIGN.md` §6, §9, §13), which needs
a credential for unattended, repeatable API access and currently has no good one
available. Anything automating terdut-server long-term (this operator, CI, future
integrations) hits the same gap, so this is written as a general primitive, not
operator-specific.
## The problem
terdut-server has two credential types today, and neither fits "an unattended
process that manages teams/schedules/policies on someone's behalf":
- **User API keys** (`api_keys`, `internal/api/users.go`) are always tied to a
real `users` row and carry that user's full rights — every team they're a
member of, their admin flag if set. There's no `kind`/`service` marker
distinguishing "a human's personal automation key" from "a login session," and
no way to mint one scoped to less than the full user.
- **Integration keys** (`integrations`, `internal/api/*teams*.go`) are team-scoped,
but narrowly: they authenticate exactly one inbound Alertmanager webhook call
(`POST /api/integrations/{key}/alertmanager`) and nothing else. They're not a
general management-API credential and shouldn't become one — overloading a
narrow, one-way ingestion credential with broad read/write access would weaken
the one property that makes it safe to embed in an Alertmanager config today.
The result: any automation that needs to create teams, set escalation policies,
manage dead-man switches, or rotate integration keys has to hold a real human
admin's or team owner's API key. That key is exactly as powerful as that person
logging in — full team access, and full instance access if they're an admin.
`terdut-operator`'s design ran directly into this (its DESIGN.md §6): its
described bootstrap/rotation flow assumed a repeatable, identity-scoped way to
get a credential, and `/api/bootstrap`'s actual behavior (single-shot per
install, gated on `COUNT(*) FROM users`, confirmed via `internal/api/users.go`
and `charts/terdut-server/templates/bootstrap-job.yaml`) doesn't provide one —
it mints exactly one founding admin, once, ever.
## Goals
- A credential type that isn't a human: doesn't touch OIDC group sync, login,
session, or the `is_admin`/account-management semantics that come with a real
`users` row.
- Two scopes matching the two shapes automation actually needs: instance-wide
(create/list teams — what a server-owning controller needs) and team-scoped
(manage one team's escalation policy, dead-man switches, integrations,
schedule, OIDC group bindings — what a per-team controller or integration
needs).
- Repeatable issuance and rotation — unlike `/api/bootstrap`, callable more than
once, by anything that already holds admin rights, without destroying and
recreating state to get a fresh credential.
- Visibly distinct from a human in every place identity shows up (audit trails,
timeline entries, UI attribution) — a service account acting on a team should
never be indistinguishable from a person.
## Non-goals
- Not a general OAuth2/OIDC client-credentials flow — this is a bearer-token
primitive matching the shape `api_keys` already uses (SHA-256 hash stored,
raw key shown once at creation), not a new auth protocol.
- Not replacing integration keys — those stay as the narrow, one-way webhook
credential they are today.
- Not modeling per-endpoint or per-verb permissions within a scope — `instance`
and `team` are the only two scopes for now; finer-grained scoping is future
work if a real need shows up.
## Proposed shape
### Schema
```sql
CREATE TABLE service_accounts (
id BIGSERIAL PRIMARY KEY,
name TEXT NOT NULL UNIQUE, -- e.g. "terdut-operator"
scope TEXT NOT NULL CHECK (scope IN ('instance', 'team')),
team_id BIGINT REFERENCES teams(id) ON DELETE CASCADE,
-- team_id required iff scope = 'team'; NULL iff scope = 'instance'
created_by BIGINT REFERENCES users(id),
created_at TIMESTAMPTZ NOT NULL DEFAULT now()
);
CREATE TABLE service_account_keys (
id BIGSERIAL PRIMARY KEY,
service_account_id BIGINT NOT NULL REFERENCES service_accounts(id) ON DELETE CASCADE,
key_hash TEXT NOT NULL UNIQUE,
name TEXT NOT NULL, -- e.g. "initial", "2026-Q4-rotation"
created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
last_used_at TIMESTAMPTZ
);
```
Deliberately not a `users` row: no `password_hash`, no `is_admin`, no
`user_identities` linkage, so it's structurally impossible for a service account
to be pulled into OIDC group sync or password login. Multiple keys per account
(mirroring `api_keys`' existing one-user-many-keys shape) so rotation is "mint a
new key, revoke the old one," not "recreate the account."
### Endpoints
- `POST /api/service-accounts` — instance-scope/admin-only. Body:
`{"name": ..., "scope": "instance"|"team", "teamID": ... }` (teamID required
iff scope=team, and caller must be that team's owner or a system admin).
Returns the account plus its first raw key (shown once, same pattern as
`POST /api/users/{id}/api-keys`). Safe to call again with the same `name` —
see "idempotent lookup" below — unlike `/api/bootstrap`, which is inherently
one-shot by design (it's answering "does any user exist yet," a question with
no analogue once one already does).
- `POST /api/service-accounts/{id}/keys` — mint an additional key on an existing
account (self-service-equivalent: instance admin for `instance` scope, team
owner or system admin for `team` scope). Enables rotation without recreating
the account or losing its identity/audit history.
- `DELETE /api/service-accounts/{id}/keys/{keyID}` — revoke one key, mirroring
`DELETE /api/users/{id}/api-keys/{keyID}`.
- `GET /api/service-accounts?name=` — look up an existing account by name.
This is what turns "I tried to create my account and got a conflict" into a
normal flow instead of an error: a controller that expects to have already
registered itself calls this first, and only falls through to `POST` if
nothing comes back.
### Auth middleware
`internal/api/middleware.go`'s existing dual resolution (`Authorization: Bearer`
→ `apiKeyUser()`, or session cookie → `sessionUser()`, both landing on the same
`models.User` + team-membership context) gains a third path: a bearer token that
hashes to a `service_account_keys.key_hash` resolves to a distinct principal
type, not a synthesized `models.User`. `requireTeamMember`/`requireTeamOwner`
treat a matching team-scoped service account as owner-equivalent for that one
team (satisfies the same checks a real team owner would), and an instance-scoped
one as satisfying `AdminOnly` for team-creation/listing purposes only — never
for user-management endpoints (`POST /api/users`, `PUT /api/users/{id}/admin`,
etc.), which stay human-admin-only. Anywhere identity is recorded for a human
(incident timeline `acknowledged_by`/`assigned_to`, audit-relevant fields), a
service-account principal is stored and displayed distinctly, e.g.
`service-account:terdut-operator`, never coerced into a `user_id` FK.
## What this unblocks
Directly resolves `terdut-operator` DESIGN.md §6's two broken assumptions:
1. **Bootstrap becomes single-purpose again.** `/api/bootstrap` mints exactly
the founding human admin, once. The operator's actual first-reconcile flow:
call `/api/bootstrap` only on a genuinely empty install; otherwise (or
immediately after, if it won the bootstrap race) call
`GET /api/service-accounts?name=terdut-operator`, and `POST` one if it
doesn't exist yet. From then on the operator never touches `/api/bootstrap`
again.
2. **Rotation becomes real.** `POST /api/service-accounts/{id}/keys` + revoke the
old one — no destructive DB-level workaround, no re-triggering a single-shot
endpoint that can't fire twice.
3. **Cross-namespace credential mirroring becomes unnecessary.** Once team-scoped
accounts exist, `terdut-operator`'s `TerdutServer` controller can mint one
key per `TerdutTeam` directly into that `TerdutTeam`'s own namespace
(owner-referenced to the CR) instead of mirroring one shared,
server-admin-equivalent credential into every consenting namespace. This
also closes the blast-radius gap that mirroring left open: a leaked Secret
today would expose every team on the server; a leaked team-scoped key
exposes exactly one team.
## Suggested sequencing
Land this before `terdut-operator` implements any bootstrap/credential-handling
code — that code would otherwise be written against the current one-shot,
user-only credential model as a known-temporary workaround, which is wasted
effort on a repo that currently has zero implementation to begin with.