Skip to content

feat(auth): implement SigV4 authentication for REST catalog#616

Open
plusplusjiajia wants to merge 11 commits intoapache:mainfrom
plusplusjiajia:sigv4
Open

feat(auth): implement SigV4 authentication for REST catalog#616
plusplusjiajia wants to merge 11 commits intoapache:mainfrom
plusplusjiajia:sigv4

Conversation

@plusplusjiajia
Copy link
Copy Markdown
Member

Implement AWS SigV4 authentication for the REST catalog client, following Java's RESTSigV4AuthManager and RESTSigV4AuthSession.

  • Extend AuthSession::Authenticate() with HTTPRequestContext (method, url, body) for SigV4 request signing
  • Add SigV4AuthSession: delegate-first auth → relocate conflicting Authorization header → sign with AWS SDK
  • Add SigV4AuthManager: wraps delegate AuthManager (default OAuth2), resolves credentials from properties or default chain
  • Body hash matches Java's SignerChecksumParams output: empty body → hex EMPTY_BODY_SHA256; non-empty body → Base64(SHA256(body))

@plusplusjiajia plusplusjiajia force-pushed the sigv4 branch 5 times, most recently from bfc98f7 to 9ddbdbd Compare April 11, 2026 09:35
@plusplusjiajia plusplusjiajia force-pushed the sigv4 branch 3 times, most recently from 915c87b to d1c0732 Compare April 11, 2026 11:00
Comment on lines +120 to +121
ICEBERG_PRECHECK(delegate_type != AuthProperties::kAuthTypeSigV4,
"Cannot delegate a SigV4 auth manager to another SigV4 auth manager");
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

add delegate_type in error message?

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

add delegate_type in error message?

Good idea, done.

Comment thread .github/workflows/cpp-linter.yml Outdated
- name: Install dependencies
shell: bash
run: sudo apt-get update && sudo apt-get install -y libcurl4-openssl-dev
run: sudo apt-get update && sudo apt-get install -y libcurl4-openssl-dev ninja-build
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

n00b question why is ninja-build required here?

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Good question — I added a build step in this PR so the linter can see the SigV4 code (needs compile_commands.json from a real build). I used cmake -G Ninja for speed and to be consistent with the other CI workflows, and Ninja is not preinstalled on ubuntu-24.04, hence the extra ninja-build package. Happy to switch to Make if you'd prefer.

Copy link
Copy Markdown
Collaborator

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Thanks @zhjwpku — you're right, Ninja is pre-installed on the ubuntu-24.04 runner. Dropped the ninja-build from the apt install step

Comment on lines +252 to +260
if (session_token_it != properties.end() && !session_token_it->second.empty()) {
Aws::Auth::AWSCredentials credentials(access_key_it->second.c_str(),
secret_key_it->second.c_str(),
session_token_it->second.c_str());
return std::make_shared<Aws::Auth::SimpleAWSCredentialsProvider>(credentials);
}
Aws::Auth::AWSCredentials credentials(access_key_it->second.c_str(),
secret_key_it->second.c_str());
return std::make_shared<Aws::Auth::SimpleAWSCredentialsProvider>(credentials);
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Nit: could do only one return if Credentials are created in the conditional statement.

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Nit: could do only one return if Credentials are created in the conditional statement.

Nice catch, done.

Comment on lines +287 to +290
auto it = properties.find(AuthProperties::kSigV4SigningName);
if (it != properties.end() && !it->second.empty()) {
return it->second;
}
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

if(properties.count(AuthProperties::kSigV4SigningName) > 0) {
   // do work
}

might be a little less verbose than

 auto it = properties.find(AuthProperties::kSigV4SigningName);
  if (it != properties.end() && !it->second.empty()) {
    return it->second;
  }

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Thanks for the suggestion! I chose to keep the !it->second.empty() check on purpose — the intent is for an explicitly-empty value (e.g., a env var set to "") to also fall through to the legacy key / default.

const TableIdentifier& table,
const std::unordered_map<std::string, std::string>& properties,
std::shared_ptr<AuthSession> parent) {
auto* sigv4_parent = dynamic_cast<SigV4AuthSession*>(parent.get());
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

use checked_pointer_cast instead

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

use checked_pointer_cast instead

Done here as well.

Result<std::shared_ptr<AuthSession>> SigV4AuthManager::ContextualSession(
const std::unordered_map<std::string, std::string>& context,
std::shared_ptr<AuthSession> parent) {
auto* sigv4_parent = dynamic_cast<SigV4AuthSession*>(parent.get());
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

use checked_pointer_cast

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

use checked_pointer_cast

Thanks, that's much better! Done.

std::string signing_region_;
std::string signing_name_;
std::shared_ptr<Aws::Auth::AWSCredentialsProvider> credentials_provider_;
/// Shared signer instance, matching Java's single Aws4Signer per manager.
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

I find this comment a bit confusing especially given that signer_ is a unique pointer that will be destroyed when SigV4AuthSession is destructed

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

You're right, sorry about the confusion — the "shared signer" wording was misleading since signer_ is owned per-session via unique_ptr. I've removed the comment.

Comment thread src/iceberg/test/auth_manager_test.cc Outdated

std::unordered_map<std::string, std::string> headers;
ASSERT_THAT(session_result.value()->Authenticate(headers), IsOk());
ASSERT_THAT(session_result.value()->Authenticate(headers, {}), IsOk());
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

it feels like Authenticate coudl accept a default value for the second parameter

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Good point, thanks! Done

/// - IOError: Network or connection errors when reaching auth server
/// - RestError: HTTP errors from authentication service
virtual Status Authenticate(std::unordered_map<std::string, std::string>& headers) = 0;
virtual Status Authenticate(std::unordered_map<std::string, std::string>& headers,
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

The current design splits the request context into two separate parameters (headers as in-out + HTTPRequestContext as a separate struct).
The Java implementation uses a cleaner "request-in, request-out" pattern where authenticate() receives the full HTTPRequest and returns a new immutable request with auth headers, I'd suggest aligning with Java by introducing an HTTPRequest type that encapsulates method, url, headers, and body together, and changing the signature to:

virtual Result Authenticate(const HTTPRequest& request) = 0;

I'm open for this

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Thanks @lishuxu ! Agreed — aligning with Java's request-in/request-out pattern is the right call. I'll address this in the current PR: introducing an HTTPRequest type (encapsulating method, url, headers, body), changing the signature to Result Authenticate(const HTTPRequest& request). Will push an update shortly — PTAL when it's ready.

// ---- SigV4 AWS credential entries ----

/// AWS region for SigV4 signing.
inline static const std::string kSigV4SigningRegion = "rest.signing-region";
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

We can remove the legacy key kSigV4Region/kSigV4Service

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Done.

Comment on lines +62 to +64
// ---- SigV4 AWS credential entries ----

/// AWS region for SigV4 signing.
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

The names are self-explanatory. I think we can remove them to keep the code concise.

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Removed.

inline static const std::string kSigV4DelegateAuthType =
"rest.auth.sigv4.delegate-auth-type";

// ---- SigV4 AWS credential entries ----
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Nit: the // ---- SigV4 AWS credential entries ---- section header is redundant given the // ---- SigV4 entries ---- block above already covers SigV4 config. Merge them into a single section.

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Fixed.

}

#ifdef ICEBERG_BUILD_SIGV4
Result<std::unique_ptr<AuthManager>> MakeSigV4AuthManager(
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

MakeSigV4AuthManager is implemented directly in auth_managers.cc, while all other factory functions (MakeNoopAuthManager, MakeBasicAuthManager, MakeOAuth2Manager) are defined in their own translation units and only declared in auth_manager_internal.h. Suggest moving the implementation to sigv4_auth_manager.cc for consistency.

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Good catch! Done.


#include "iceberg/catalog/rest/auth/auth_manager_internal.h"
#ifdef ICEBERG_BUILD_SIGV4
# include "iceberg/catalog/rest/auth/sigv4_auth_manager.h"
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Nit: auth_properties.h should come before the #ifdef ICEBERG_BUILD_SIGV4 block to maintain alphabetical include order.

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Thanks for catching it!

}

{
std::lock_guard<std::mutex> lock(signing_mutex_);
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

The mutex guards signer_->SignRequest() because AWSAuthV4Signer::SignRequest reportedly mutates internal signer state. However, signer_ is per-session (not shared across sessions), so the mutex only matters if the same SigV4AuthSession instance is called concurrently from multiple threads.

In contrast, Java's RESTSigV4AuthManager shares a single Aws4Signer across all sessions — if the Java signer were stateful, it would need synchronization there. It's worth confirming whether AWSAuthV4Signer::SignRequest actually mutates this or just uses local state — if the latter, the mutex can be removed entirely.

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

@lishuxu Good call — I checked the aws-sdk-cpp source (1.11.x, AWSAuthV4Signer) and you're right: for the symmetric SigV4 path we use, SignRequest does not mutate this, so the mutex is unnecessary. I've dropped it.

return std::make_shared<Aws::Auth::DefaultAWSCredentialsProviderChain>();
}

std::string SigV4AuthManager::ResolveSigningRegion(
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

ResolveSigningRegion manually reads AWS_REGION / AWS_DEFAULT_REGION and falls back to "us-east-1". Java delegates to DefaultAwsRegionProviderChain which also covers ~/.aws/config, EC2/ECS instance metadata. The AWS C++ SDK has an equivalent Aws::Config::EC2InstanceProfileConfigLoader and Aws::Environment::GetEnv. Consider using the SDK's built-in region resolution instead of reimplementing a subset of it.

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

@lishuxu Good point.Switched to: return {Aws::Client::ClientConfiguration().region.c_str()};

Status SigV4AuthManager::Close() { return delegate_->Close(); }

Result<std::shared_ptr<Aws::Auth::AWSCredentialsProvider>>
SigV4AuthManager::MakeCredentialsProvider(
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Java's AwsProperties.restCredentialsProvider() supports loading a custom AwsCredentialsProvider via a class name property. C++ only supports static credentials and the default chain. This is a known gap — worth a // TODO comment for future extensibility.

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Done

Result<std::shared_ptr<AuthSession>> SigV4AuthManager::ContextualSession(
const std::unordered_map<std::string, std::string>& context,
std::shared_ptr<AuthSession> parent) {
auto sigv4_parent = internal::checked_pointer_cast<SigV4AuthSession>(std::move(parent));
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

checked_pointer_cast in ContextualSession/TableSession compiles to static_pointer_cast in Release builds — a wrong type silently causes UB.

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

You're right. Updated.

Comment thread src/iceberg/catalog/rest/http_client.cc Outdated
if (!first) url += "&";
auto ek = EncodeString(k);
auto ev = EncodeString(v);
url += (ek ? *ek : k) + "=" + (ev ? *ev : v);
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

AppendQueryString silently falls back to the raw key/value when EncodeString fails. If encoding fails, the URL passed to Authenticate would differ from what the server receives, causing signature verification to fail. Consider propagating the error instead:
ICEBERG_ASSIGN_OR_RAISE(auto ek, EncodeString(k));
ICEBERG_ASSIGN_OR_RAISE(auto ev, EncodeString(v));
url += ek + "=" + ev;

Copy link
Copy Markdown
Member Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

@lishuxu Good catch. Changed AppendQueryString to return Resultstd::string

Copy link
Copy Markdown
Member

@wgtmac wgtmac left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Thanks for adding this! I have just completed the architectural review and didn't fully review the sigv4 manager yet. I have some preliminary questions here:

  • Should we also be compatible to the legacy rest.sigv4-enabled=true config (and others) when creating a auth manager?
  • How is this tested e2e? Any chance to have an integration test?


function(resolve_aws_sdk_dependency)
find_package(AWSSDK REQUIRED COMPONENTS core)
list(APPEND ICEBERG_SYSTEM_DEPENDENCIES AWSSDK)
Copy link
Copy Markdown
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Here it records only AWSSDK for installed-package dependency discovery, while src/iceberg/catalog/rest/CMakeLists.txt exports aws-cpp-sdk-core in the REST install interface. The generated iceberg-config.cmake can only call find_dependency(AWSSDK) without COMPONENTS core, but AWS SDK’s CMake config loads component packages from AWSSDK_FIND_COMPONENTS. A downstream installed SigV4 build can therefore fail to find/link AWS core unless it happens to be on the default linker path.

I'd suggest to special-case find_dependency(AWSSDK COMPONENTS core) in the iceberg-config.cmake.in or otherwise export the AWS SDK dependency component-aware.


#ifdef ICEBERG_BUILD_SIGV4
/// \brief Create a SigV4 authentication manager with a delegate.
Result<std::unique_ptr<AuthManager>> MakeSigV4AuthManager(
Copy link
Copy Markdown
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Where is the definition? BTW, we don't need to use macro ICEBERG_BUILD_SIGV4 everywhere. We can return Unsupported from MakeSigV4AuthManager function internally depending on this macro.

{AuthProperties::kAuthTypeBasic, MakeBasicAuthManager},
{AuthProperties::kAuthTypeOAuth2, MakeOAuth2Manager},
};
#ifdef ICEBERG_BUILD_SIGV4
Copy link
Copy Markdown
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

ditto, we don't need to use this macro here.

mkdir build && cd build
cmake .. -G Ninja -DCMAKE_EXPORT_COMPILE_COMMANDS=ON
cmake .. -G Ninja -DCMAKE_EXPORT_COMPILE_COMMANDS=ON \
-DICEBERG_BUILD_SIGV4=ON \
Copy link
Copy Markdown
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Why do we need changes in the file? Is it because unrecognized headers from sigv4_auth_manager.cc? Does disabling ICEBERG_BUILD_SIGV4 help in this case? I am thinking if we can add a dedicated ci workflow for aws-related stuff like S3 and SigV4

Comment thread CMakeLists.txt
option(ICEBERG_BUILD_BUNDLE "Build the battery included library" ON)
option(ICEBERG_BUILD_REST "Build rest catalog client" ON)
option(ICEBERG_BUILD_REST_INTEGRATION_TESTS "Build rest catalog integration tests" OFF)
option(ICEBERG_BUILD_SIGV4 "Build SigV4 authentication support (requires AWS SDK)" OFF)
Copy link
Copy Markdown
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Please rebase on the latest main branch so we can see the option ICEBERG_S3. I think we should follow the same pattern to name it ICEBERG_SIGV4.

cpr_params.Add({key, val});
if (params.empty()) return base_url;
std::map<std::string, std::string> sorted(params.begin(), params.end());
std::string url = base_url + "?";
Copy link
Copy Markdown
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Here we assume that base_url will never contain & which is true for rest catalog use case but HttpClient is an exported class so it is worth adding a comment to avoid misuse.

SigV4AuthSession(
std::shared_ptr<AuthSession> delegate, std::string signing_region,
std::string signing_name,
std::shared_ptr<Aws::Auth::AWSCredentialsProvider> credentials_provider,
Copy link
Copy Markdown
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Generally it is not a good practice to expose AWS sdk internals like this. We can consider changing to sigv4_auth_manager_internal.h so we don't install it any more. This is also related to my other comment about installed headers.

namespace {

/// \brief Ensures AWS SDK is initialized exactly once per process.
/// ShutdownAPI is intentionally never called (leak-by-design) to avoid
Copy link
Copy Markdown
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Is this the recommended approach?

Comment on lines +226 to +228
// ---------- Tests ported from Java TestRESTSigV4AuthSession ----------

// Java: authenticateWithoutBody
Copy link
Copy Markdown
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Suggested change
// ---------- Tests ported from Java TestRESTSigV4AuthSession ----------
// Java: authenticateWithoutBody

Let's remove comments like this and below.

auto delegate_session,
delegate_->TableSession(table, properties, sigv4_parent->delegate()));

auto merged = MergeProperties(sigv4_parent->effective_properties(), properties);
Copy link
Copy Markdown
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Quick question: is it intentional that table sessions inherit the parent session's effective SigV4 properties, including contextual overrides?

This seems slightly different from Java's current RESTSigV4AuthManager, where tableSession merges table properties with catalogProperties. The C++ precedence of catalog < context < table looks reasonable to me, but if this is deliberate, could we document it or keep the test that makes this behavior explicit?

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

5 participants