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review-bot/docs/DESIGN-57-yaml-persona.md
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fix(security): prevent alias depth bypass in YAML validator
The global 'seen' set allowed anchored subtrees validated at a shallow
depth to be skipped when later referenced via alias at a greater depth.
This could let effective nesting exceed MaxYAMLDepth, enabling DoS.

Fix: replace the single 'seen' set with two tracking maps:
- validated (node -> min depth): only short-circuits when current depth
  <= previously validated depth; re-checks at deeper contexts.
- visiting (node -> bool): per-path recursion stack for true cycle
  detection (breaks alias loops without suppressing depth checks).

Add TestYAMLAliasDepthBypass that constructs a document with an
anchored 15-level subtree referenced via alias under 6 levels of
nesting, verifying the combined effective depth (22) is rejected.

Addresses security-review-bot findings on review #2774.
2026-05-12 14:07:05 -07:00

109 lines
4.0 KiB
Markdown

# Design: YAML Support for Persona Files (#57)
## Problem
JSON is awkward for persona files that contain multi-line text (identity, severity descriptions). YAML supports cleaner multi-line strings and comments, improving readability and maintainability.
## Constraints
- Backwards compatibility: existing JSON personas must continue to work
- Security: protect against DoS via deeply nested YAML (AIKIDO-2024-10486)
- Consistency: use `.yaml` extension (not `.yml`)
- Library: use `github.com/goccy/go-yaml` v1.16.0+ (approved in CONVENTIONS.md); we implement custom AST-based depth/node-count checks for precise alias-aware validation
## Proposed Approach
1. **Update `parsePersona`** to detect format from file extension
2. **Add YAML parsing** with explicit depth limit (defense in depth)
3. **Keep JSON as fallback** for files without `.yaml`/`.yml` extension
4. **Convert built-in personas** to YAML format
5. **Update embed directive** to include both formats
### File Extension Detection
```go
func parsePersona(data []byte, source string) (*Persona, error) {
isYAML := strings.HasSuffix(source, ".yaml") || strings.HasSuffix(source, ".yml")
if isYAML {
return parseYAML(data, source)
}
return parseJSON(data, source)
}
```
### YAML Parsing with Depth Protection
```go
func unmarshalYAMLWithDepthLimit(data []byte, out any, maxDepth int) error {
var node yaml.Node
dec := yaml.NewDecoder(bytes.NewReader(data))
if err := dec.Decode(&node); err != nil {
return err
}
if err := checkYAMLDepth(&node, 0, maxDepth); err != nil {
return err
}
return node.Decode(out)
}
func checkYAMLDepth(node *yaml.Node, depth, maxDepth int) error {
if depth > maxDepth {
return fmt.Errorf("YAML nesting depth exceeds maximum (%d)", maxDepth)
}
// Handle alias nodes by following the Alias pointer
if node.Kind == yaml.AliasNode && node.Alias != nil {
return checkYAMLDepth(node.Alias, depth, maxDepth)
}
for _, child := range node.Content {
if err := checkYAMLDepth(child, depth+1, maxDepth); err != nil {
return err
}
}
return nil
}
```
We implement a custom AST-based depth/node-count walk (`checkYAMLDepth`) rather than relying on library decoder options. This gives us precise control over how depth is counted across aliases and anchors, with a depth-aware validated map to prevent alias depth bypass.
## State/Data Model
No new state. Same `Persona` struct, just different parsing.
## Error Cases
| Error | Handling |
|-------|----------|
| Invalid YAML syntax | Return parse error with source file |
| Deeply nested YAML | Library rejects (v1.16.0+ fix) |
| Unknown extension | Fall back to JSON parsing |
| Missing required fields | Validation rejects after parse |
## Edge Cases
- File with `.json` extension but YAML content → JSON parse fails, user sees error
- File with no extension → defaults to JSON
- Embedded persona reference like `builtin:security` → detect by embed path (`personas/X.yaml`)
## Testing Strategy
1. Unit tests for YAML parsing (valid, invalid, deeply nested)
2. Unit tests for extension detection
3. Integration test for built-in personas (now YAML)
4. Backwards compat test: verify JSON still works for external files
## Completion Checklist
1. [ ] `go-yaml` dependency added at v1.16.0+
2. [ ] Extension detection uses case-insensitive comparison
3. [ ] YAML parse errors include source file name
4. [ ] JSON parsing still works for `.json` files
5. [ ] Built-in personas converted to YAML with readable multi-line strings
6. [ ] Embed directive updated to include `*.yaml`
7. [ ] Test for deeply nested YAML rejection
8. [ ] All existing tests pass
## Open Questions
- Should we support both `.yaml` AND `.yml`? Issue says `.yaml` only for consistency, but some users expect `.yml`. **Decision:** Support both for reading, recommend `.yaml` in docs.
- Should we add a "format" field to detect mismatched extension/content? **Decision:** No, keep it simple. Extension determines format.