fail2ban/DEVELOP

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================================================================================
How to develop for Fail2Ban
================================================================================

Fail2Ban uses GIT (http://git-scm.com/) distributed source control. This gives
each developer their own complete copy of the entire repository. Developers can
add and switch branches and commit changes when ever they want and then ask a
maintainer to merge their changes.

Fail2Ban uses GitHub (https://github.com/fail2ban/fail2ban) to manage access to
the Git repository. GitHub provides free hosting for open-source projects as
well as a web-based Git repository browser and an issue tracker.

If you are familiar with Python and you have a bug fix or a feature that you
would like to add to Fail2Ban, the best way to do so it to use the GitHub Pull
Request feature. You can find more details on the Fail2Ban wiki
(http://www.fail2ban.org/wiki/index.php/Get_Involved)

Pull Requests
=============

When submitting pull requests on GitHub we ask you to:
* Clearly describe the problem you're solving;
* Don't introduce regressions that will make it hard for systems adminstrators 
  to update;
* If adding a major feature rebase your changes on master and get to a single commit;
* Include test cases (see below);
* Include sample logs (if relevant);
* Include a change to the relevant section of the ChangeLog; and
* Include yourself in THANKS if not already there.

Filters
=======

Filters are tricky. They need to:
* work with a variety of the versions of the software that generates the logs;
* work with the range of logging configuration options available in the
  software;
* work in multiple operating systems;
* not make assumptions about the log format in excess of the software;
* make assumptions as to how future versions of the software will log messages;
* not be susceptable to DoS vulernabilities; and
* match intended log lines only.

Please follow the steps from Filter Test Cases to Developing Filter Regular
Expressions and submit a github pull request afterward. If you get stuck,
create a github issue with what you have done and we'll attempt to help.

Filter test cases
-----------------

Purpose:

Start by finding the log messages that the application generates related to 
some form of authentication failure. If you are adding to an existing filter
think about wheither the log messages are of a simlar importance and purpose
to the existing filter. If you where a user of fail2ban, and did a package
update of fail2ban that started matching the new log messages, would anything
unexpected happen? Would the bantime/findtime for the jail be approprate for
the new log messages. If it doesn't perhaps it needs to be in a separate
filter defination, for example like exim is authentication failures and
exim-spam contains log messages replated to spam.

Even if its a new filter you may consider separating the log messages into 
different filters based on purpose.

Cause:

Are some of the log lines a result of the same action? For example is a PAM
failure log message, followed by an application specific failure message the
result of the same user/script action. The result is if you add regular
expressions for both you'll end up with two failures for a single action.
Select the most approprate log message and document the other log message with
a test case not to match it and a description as to why you chose one over
another.

With the log lines selected consider what occured to generate those log
messages and wheither they could of been generated by accidental means. Could
the log message occur always as this is the first step towards the application
asking for authentication? Could the log messages occur often? If some of
these are true make a note of this in the jail.conf example that you provide.

Samples:

Its important to include log file samples so any future change in the regular 
expression will still work with the log lines you have identified.

The sample log messages are provided in testcases/files/logs/ with same name
as the filter. Each log line should include a failJSON metadata (so the logs
lines are tested in the test suite) directly above the log line. If there is
any specific information about the log message, such as version or an
application configuration option that is needed for the message to occur, 
include this in a comment (line beginning with #) above the failJSON metadata.

Log samples should include only one, definately not more than 3, examples of
log messages of the same form. If log messages are different in different
versions of the application log messages that show this is encouraged.

If the mechanism to create the log message isn't obvious provide a
configuration and/or sample scripts testcases/files/config/{filtername} and
reference these in the comments above the log line.

FailJSON metadata:

A failJSON metadata is a comment immediately above the log message. It will
look like:

# failJSON: { "time": "2013-06-10T10:10:59", "match": true , "host": "193.169.56.211" }

Time should match the time of the log message. It is in a specific format of
Year-Month-Day'T'Hour:minute:Second. If your log message does not include a
year, like the example below, the year will be 2005, if before Sun Aug 14 10am
UTC, and 2004 if afterwards.

# failJSON: { "time": "2005-03-24T15:25:51", "match": true , "host": "198.51.100.87" }
Mar 24 15:25:51 buffalo1 dropbear[4092]: bad password attempt for 'root' from 198.51.100.87:5543

The host will contain the IP or domain that should be blocked.

For long lines that you don't want matched, like log injection vulerabilities
and log lines excluded (see "Cause" section above), a "match": false in the
failJSON and the reason why in the comment above.

After developing the regexs, the following command will test all the failJSON
metadata against the log lines:

./fail2ban-testcases testSampleRegex

Developing Filter Regular Expressions
-------------------------------------

Date/Time:

The first step in checking your log line can have a filter is to check that the
time format matches an existing regex. To test this copy the time component 
from the log line and append an IP address. Then test it with:

./fail2ban-regex "2013-09-19 02:46:12 1.2.3.4" "<HOST>"

In the output from this should be something like:

Date template hits:
|- [# of hits] date format
|  [1] Year-Month-Day Hour:Minute:Second

Ensure that the template description matches of bits in the time format. If 
there isn't a matched a format and date regex can be added to 
server/datedetector.py. Ensure this is added in an order that will match make
more specific matches occur first and that their is no confusion as to which
is the date or month.

Filter file:

The filter file is in config/filter.d/{filtername}.conf. The format of the 
filter file has two sections INCLUDES and Defination as follows:

[INCLUDES]

before = common.conf

after = filtername.local

[Definition]

failregex = ....

ignoreregex = ....

This is also documented in the man pages as jail.conf (section 5). Other
definations can be added to make failregex's more readable and maintainable.


General rules:

Use "before" if you need to include a common set of rules, like syslog or if
there's a common set of regexs for multiple filters.

Use "after" if you wish to allow the user to overwrite a set of customisations
of the current filter. This file doesn't need to exist.

Try to avoid using ignoreregex mainly for performance reasons. The case when
you would use it is if in trying to avoid using ignoreregex, you end up with
an unreadable failregex.

Syslog:

If your application logs to syslog you can use the following to capture that 
part. So as a base use:

[INCLUDES]

before = commmon.conf

[Definition]

_daemon = app

failregex = ^%(__prefix_line)s

In this example common.conf defines __prefix_line which also contains the
_daemon name, (in syslog terms the service) you specified. _daemon can also be
a regex.

So the following uses a _daemon set to "dovecot"

Dec 12 11:19:11 dunnart dovecot: pop3-login: Aborted login (tried to use disabled plaintext auth): rip=190.210.136.21, lip=113.212.99.193

So now ^%(__prefix_line)s matches "Dec 12 11:19:11 dunnart dovecot: ". Note it
matches the trailing space. Putting a space after ^%(__prefix_line)s in the
regex will probably not match.

Substitions:

Substitions are what the syslog uses. The regex bits of %(_name)s substitute
the _name defination into the regex. They are useful for making the regexes
more readable and also defining regex parts that occur in multiple log lines.

Regular Expressions:

The regular expression you will be writing will assume that the date/time has
been removed from the log line because this is how fail2ban works internally.

If the format is like '<date...> error 1.2.3.4 is evil' then you will need to
match the < at the start so regex should be similar to '^<> <HOST> is evil$'.

Use <HOST> where the IP/domain name appears in the log line.

The following general rules apply to regular expressions:

* Ensure regexs start with a ^ and are restrictive as possible. E.g. not .* if
  \d+ is sufficient
* Use the functionality of regexs http://docs.python.org/2/library/re.html
* Try to make the regular expression readable (as much as possible). E.g. 
  (?:...) represents a non-capturing regex but (...) is more readable.

If you only have a basic knowledge of regular repressions read
http://docs.python.org/2/library/re.html first. Really. It doesn't take long
and will remind you which bits you need to escape and which bits you don't.

Developing/testing the regex:

You can develop the regex in the file or on the command line depending on your
preference. You can also use the samples you've created in the test cases or
test them one at a time.

The general tool is fail2ban-regex. To see how to use it run:

./fail2ban-regex  --help

Take note of  -l heavydebug  / -l debug  and -v as they will be most useful.

TIP: Take a look at the source code of the application. You may see optional or
  extra log messages, or parts there of, that need to form part of your regex.
  It may also show how some parts are contrained and different formats
  depending on configuration or less common usages.

TIP: Some applications log spaces at the end. If you're not sure add \s*$ as the
     end part of the regex.

If your regex isn't matching take a look at http://www.debuggex.com/.

Using the regex from the ./fail2ban-regex output (to ensure all substitutions
are done) and with <HOST> replaced with (?&.ipv4). Set the regex type to
Python.

For the test data put your log output with the time removed.

When you've fixed the regex put it back into your filter file.

Please give a donation to stoarca for debuggex. Its a great tool isn't it.

Finishing up:

If you've created a new filter, add an entry in config/jail.conf. The theory
here is that a user will create a jail.conf with [filtername]\nenable=true.

So more specifically in the [filter] section in jail.conf:
* Ensure that you have "enabled = false", we want people to enable as needed
* use "filter =" set to your filter name.
* use a action to disable ports associated with the application
* set "logpath" to a usual location for the log file for the application.
* If the default findtime or bantime isn't approprate to the filter set a value
  that is more approprate.

Send the fail2ban a git pull request (See "Pull Requests" above) containing
your great work.

Filter Security
---------------

Poor filter regular expressions are suseptable to DoS attacks.

When a remote user has the ability to introduce text that will match the 
filter regex, such that the inserted text matches the <HOST> part, they have the
ability to deny any host they choose.

So the <HOST> part must be anchored on text generated by the application, and not
the user, to a sufficient extent that the user cannot insert the entire text.

Ideally filter regex should anchor to the beginning and end of the log line
however as more applications log at the beginning than the end, achoring the
beginning is more important. If the log file used by the application is shared
with other applications, like system logs, ensure the other application that
use that log file do not log user generated text at the beginning of the line,
or, if they do, ensure the regexs of the filter are sufficient to mitigate the
risk of insertion.


Examples of poor filters
------------------------

1. Too restrictive

We find a log message:

    Apr-07-13 07:08:36 Invalid command fial2ban from 1.2.3.4

We make a failregex

    ^Invalid command \S+ from <HOST>

Now think evil. The user does the command 'blah from 1.2.3.44'

The program diliently logs:

    Apr-07-13 07:08:36 Invalid command blah from 1.2.3.44 from 1.2.3.4

And fail2ban matches 1.2.3.44 as the IP that it ban. A DoS attack was successful.

The fix here is that the command can be anything so .* is approprate.

    ^Invalid command .* from <HOST>

Here the .* will match until the end of the string. Then realise it has more to
match, i.e. "from <HOST>" and go back until it find this. Then it will ban
1.2.3.4 correctly. Since the <HOST> is always at the end, end the regex with a $.

    ^Invalid command .* from <HOST>$

Note if we'd just had the expression:

    ^Invalid command \S+ from <HOST>$

Then provided the user put a space in their command they would have never been
banned.

2. Filter regex can match other user injected data

From the apache vulnerability CVE-2013-2178
( original ref: https://vndh.net/note:fail2ban-089-denial-service ).

An example bad regex for apache:

    failregex = [[]client <HOST>[]] user .* not found

Since the user can do a get request on:

    GET /[client%20192.168.0.1]%20user%20root%20not%20found HTTP/1.0
Host: remote.site

Now the log line will be:

    [Sat Jun 01 02:17:42 2013] [error] [client 192.168.33.1] File does not exist: /srv/http/site/[client 192.168.0.1] user root not found

As this log line doesn't match other expressions hence it matches the above
regex and blocks 192.168.33.1 as a denial of service from the HTTP requester.

3. Applicaiton generates two identical log messages with different meanings

If the application generates the following two messages under different
circmstances:

    client <IP>: authentication failed
    client <USER>: authentication failed


Then it's obvious that a regex of "^client <HOST>: authentication
failed$" will still cause problems if the user can trigger the second
log message with a <USER> of 123.1.1.1.

Here there's nothing to do except request/change the application so it logs
messages differently.


Code Testing
============

Existing tests can be run by executing `fail2ban-testcases`. This has options
like --log-level that will probably be useful. `fail2ban-testcases --help` for
full options.

Test cases should cover all usual cases, all exception cases and all inside
/ outside boundary conditions.

Test cases should cover all branches. The coverage tool will help identify
missing branches. Also see http://nedbatchelder.com/code/coverage/branch.html
for more details.

Install the package python-coverage to visualise your test coverage. Run the
following (note: on Debian-based systems, the script is called
`python-coverage`):

coverage run fail2ban-testcases
coverage html

Then look at htmlcov/index.html and see how much coverage your test cases
exert over the codebase. Full coverage is a good thing however it may not be
complete. Try to ensure tests cover as many independent paths through the
code.

Manual Execution. To run in a development environment do:

./fail2ban-client -c config/ -s /tmp/f2b.sock -i start

some quick commands:

status
add test pyinotify
status test
set test addaction iptables
set test actionban iptables echo <ip> <cidr> >> /tmp/ban
set test actionunban iptables echo <ip> <cidr> >> /tmp/unban
get test actionban iptables
get test actionunban iptables
set test banip 192.168.2.2
status test



Coding Standards
================

Style
-----

Please use tabs for now. Keep to 80 columns, at least for readable text.

Tests
-----

Add tests. They should test all the code you add in a meaning way.

Coverage
--------

Test coverage should always increase as you add code.

You may use "# pragma: no cover" in the code for branches of code that support
older versions on python. For all other uses of "pragma: no cover" or
"pragma: no branch" document the reason why its not covered. "I haven't written
a test case" isn't a sufficient reason.

Documentation
-------------

Ensure this documentation is up to date after changes. Also ensure that the man
pages still are accurate. Ensure that there is sufficient documentation for
your new features to be used.

Bugs
----

Remove them and don't add any more.

Git
---

Use the following tags in your commit messages:

'BF:' for bug fixes
'DOC:' for documentation fixes
'ENH:' for enhancements
'TST:' for commits concerning tests only (thus not touching the main code-base)

Multiple tags could be joined with +, e.g. "BF+TST:".

Use the text "closes #333"/"resolves #333 "/"fixes #333" where 333 represents
an issue that is closed. Other text and details in link below.
See: https://help.github.com/articles/closing-issues-via-commit-messages

If merge resulted in conflicts, clarify what changes were done to
corresponding files in the 'Conflicts:' section of the merge commit
message.  See e.g. https://github.com/fail2ban/fail2ban/commit/f5a8a8ac

Adding Actions
--------------

If you add an action.d/*.conf file also add a example in config/jail.conf
with enabled=false and maxretry=5 for ssh.


Design
======

Fail2Ban was initially developed with Python 2.3 (IIRC). It should
still be compatible with Python 2.4 and such compatibility assurance
makes code ... old-fashioned in many places (RF-Note).  In 0.7 the
design went through major refactoring into client/server,
a-thread-per-jail design which made it a bit difficult to follow.
Below you can find a sketchy description of the main components of the
system to orient yourself better.

server/
------

Core classes hierarchy (feel welcome to draw a better/more complete
one)::

 ->   inheritance
 +    delegation
 *    storage of multiple instances

 RF-Note   just a note which might be useful to address while doing RF

 JailThread -> Filter -> FileFilter -> {FilterPoll, FilterPyinotify, ...}
               |         * FileContainer
               + FailManager
               + DateDetector
			   + Jail (provided in __init__) which contains this Filter
                 (used for passing tickets from FailManager to Jail's __queue)
 Server
   + Jails
      * Jail
        + Filter  (in __filter)
        * tickets (in __queue)
        + Actions (in __action)
          * Action
          + BanManager


failmanager.py
~~~~~~~~~~~~~~

FailManager

  Keeps track of failures, recorded as 'tickets'.  All operations are
  done via acquiring a lock

FailManagerEmpty(Exception)

  raised by FailManager.toBan after reaching the list of tickets
  (RF-Note: asks to become a generator ;) )


filter.py
~~~~~~~~~~

Filter(JailThread)

  Wraps (non-threaded) FailManager (and proxies to it quite a bit),
  and provides all primary logic for processing new lines, what IPs to
  ignore, etc

  .failManager  [FailManager]
  .dateDetector [DateDetector]
  .__failRegex  [list]
  .__ignoreRegex [list]
    Contains regular expressions for failures and ignores
  .__findTime   [numeric]
    Used in `processLineAndAdd` to skip old lines

FileFilter(Filter):

  Files-aware Filter

  .__logPath [list]
    keeps the tracked files (added 1-by-1 using addLogPath)
    stored as FileContainer's
  .getFailures
    actually just returns
    True
      if managed to open and get lines (until empty)
    False
      if failed to open or absent container matching the filename

FileContainer

  Adapter for a file to deal with log rotation.

  .open,.close,.readline
     RF-Note: readline returns "" with handler absent... shouldn't it be None?
  .__pos
    Keeps the position pointer


dnsutils.py
~~~~~~~~~~~

DNSUtils

  Utility class for DNS and IP handling


filter*.py
~~~~~~~~~~

Implementations of FileFilter's for specific backends.  Derived
classes should provide an implementation of `run` and usually
override `addLogPath`, `delLogPath` methods.  In run() method they all
one way or another provide

		try:
			while True:
				ticket = self.failManager.toBan()
				self.jail.putFailTicket(ticket)
		except FailManagerEmpty:
			self.failManager.cleanup(MyTime.time())

thus channeling "ban tickets" from their failManager to the
corresponding jail.

action.py
~~~~~~~~~

Takes care about executing start/check/ban/unban/stop commands


Releasing
=========

# Check distribution patches and see if they can be included

  * https://apps.fedoraproject.org/packages/fail2ban/sources
  * http://sources.gentoo.org/cgi-bin/viewvc.cgi/gentoo-x86/net-analyzer/fail2ban/
  * http://svnweb.freebsd.org/ports/head/security/py-fail2ban/
  * https://build.opensuse.org/package/show?package=fail2ban&project=openSUSE%3AFactory
  * http://sophie.zarb.org/sources/fail2ban (Mageia)
  * https://trac.macports.org/browser/trunk/dports/security/fail2ban

# Check distribution outstanding bugs

  * https://github.com/fail2ban/fail2ban/issues?sort=updated&state=open
  * http://bugs.debian.org/cgi-bin/pkgreport.cgi?dist=unstable;package=fail2ban
  * http://bugs.sabayon.org/buglist.cgi?quicksearch=net-analyzer%2Ffail2ban
  * https://bugs.gentoo.org/buglist.cgi?query_format=advanced&short_desc=fail2ban&bug_status=UNCONFIRMED&bug_status=CONFIRMED&bug_status=IN_PROGRESS&short_desc_type=allwords
  * https://bugzilla.redhat.com/buglist.cgi?query_format=advanced&bug_status=NEW&bug_status=ASSIGNED&component=fail2ban&classification=Red%20Hat&classification=Fedora
  * http://www.freebsd.org/cgi/query-pr-summary.cgi?text=fail2ban

# Provide a release sample to distributors

  * Debian: Yaroslav Halchenko <debian@onerussian.com>
            http://packages.qa.debian.org/f/fail2ban.html
  * FreeBSD: Christoph Theis theis@gmx.at>, Nick Hilliard <nick@foobar.org>
            http://svnweb.freebsd.org/ports/head/security/py-fail2ban/Makefile?view=markup
  * Fedora: Axel Thimm <Axel.Thimm@atrpms.net>
            https://apps.fedoraproject.org/packages/fail2ban
  * Gentoo: netmon@gentoo.org
            http://sources.gentoo.org/cgi-bin/viewvc.cgi/gentoo-x86/net-analyzer/fail2ban/metadata.xml?view=markup
  * openSUSE: Stephan Kulow <coolo@suse.com>
            https://build.opensuse.org/package/users?package=fail2ban&project=openSUSE%3AFactory
  * Mac Ports: @Malbrouck on github (gh-49)
            https://trac.macports.org/browser/trunk/dports/security/fail2ban/Portfile

# Wait for feedback from distributors

# Ensure the version is correct in ./common/version.py

# Add/finalize the corresponding entry in the ChangeLog

  To generate a list of committers use e.g.

  git shortlog -sn 0.8.8.. | sed -e 's,^[ 0-9\t]*,,g' | tr '\n' '\|' | sed -e 's:|:, :g'

  Ensure the top of the ChangeLog has the right version and current date.

  Ensure the top entry of the ChangeLog has the right version and current date.

# Update man pages

  (cd man ; ./generate-man )
  git commit -m 'update man pages for release' man/*

# Make sure the tests pass

  ./fail2ban-testcases-all

# Prepare/upload source and rpm binary distributions

  python setup.py check
  python setup.py sdist
  python setup.py bdist_rpm
  python setup.py upload

# Run the following and update the wiki with output:

  python -c 'import common.protocol; common.protocol.printWiki()'

# Email users and development list of release

# notify distributors

Post Release
============

Add the following to the top of the ChangeLog

ver. 0.8.12 (2013/XX/XXX) - wanna-be-released
-----------

- Fixes:
  
- New Features:
  
- Enhancements:
  

and adjust common/version.py to carry .dev suffix to signal
a version under development.