standard_audit 0.10.0 → 0.11.0

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data/CHANGELOG.md CHANGED
@@ -7,6 +7,28 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
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  ## [Unreleased]
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+ ## [0.11.0] - 2026-07-31
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+
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+ ### Security
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+
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+ - **ActiveRecord objects in audit metadata are no longer written with all of their attributes.** Any record found in metadata — at any depth, and inside Arrays, Hashes and `ActiveRecord::Relation`s — is now replaced with a reference: `{ "gid" => "gid://app/Account/1", "type" => "Account", "id" => "1" }`. Applies to both write paths (`ActiveSupport::Notifications` and `StandardAudit.record`).
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+
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+ `standard_id` publishes live records under payload keys like `account:`, `current_account:`, `session:` and `code_challenge:`, and `Subscriber#extract_metadata` excluded only `actor`/`target`/`scope`/`request_id`/`ip_address`/`user_agent`/`session_id` — every other key was written whole. Confirmed present in real `audit_logs` rows: `account.password_digest`, `account.password_reset_token_digest`, `session.token_digest`, `session.lookup_hash`, `code_challenge.code`.
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+
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+ All three existing defences missed, each for a different reason: `sensitive_keys` matches key names exactly and the secrets are attributes *underneath* `account:`; `filter_nested_metadata` is off by default so the filter never descended to them; and `account:` does not look sensitive at the top level. This is not a redaction bug — key-based redaction is the wrong tool for a value that is an entire database row — so the value is replaced by type, before any key filtering runs.
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+
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+ **This fix stops the bleeding; it does not clean up.** `audit_logs` is append-only by design (`before_update` and `before_destroy` raise `ReadOnlyRecord`), so every row already written keeps its digests, for the whole of a retention window that is intentionally long. Upgrading changes only what is written from now on. Assessing and remediating existing rows is a separate, host-side exercise.
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+
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+ `sensitive_keys` semantics are untouched: still exact-match, still no substring mode. See rarebit-one/rarebit-ops#296.
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+
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+ ### Added
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+
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+ - **`config.dereference_record_metadata`** (default `true`) — the escape hatch for the above. It defaults to the SAFE behaviour, unlike `filter_nested_metadata`, because the values it catches are ones no host asked to record: they arrive as a side effect of a payload carrying `account:` or `session:`, and an append-only row cannot be walked back. Set it to `false` only if an app genuinely depends on record attributes in metadata and has satisfied itself no secret-bearing column can reach a row.
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+
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+ ### Changed
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+
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+ - **Consumer-visible beyond the secrets disappearing:** any metadata key that used to hold a record's attribute hash now holds a three-key reference, so dashboards, reports or queries reading e.g. `metadata->'account'->>'email'` will read `NULL` on new rows (old rows are unchanged, which makes the change look like a data gap rather than a schema change). Recover the specific fields you need with `metadata_builder`, which runs BEFORE dereferencing and still receives the record: `->(metadata) { metadata.merge(account_email: metadata[:account]&.email) }`. `actor`/`target`/`scope` are unaffected — they were already stored as GlobalIDs.
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+
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  ## [0.10.0] - 2026-07-31
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  ### Added
data/README.md CHANGED
@@ -332,6 +332,10 @@ StandardAudit.configure(baseline: true) do |config|
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  # `metadata: { stripe: { client_secret: ... } }` is written intact.
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  config.filter_nested_metadata = true
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+ # Replace ActiveRecord objects in metadata with a reference instead of
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+ # serialising every attribute. ON by default; see "Records in metadata".
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+ config.dereference_record_metadata = true
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+
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  # -- Write-time hooks --
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  # Run between the UUID assignment and the checksum computation, so a hook MAY
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  # set a checksummed column and the row still passes `verify_chain`. No
@@ -695,6 +699,38 @@ Nested metadata is **not** redacted unless `filter_nested_metadata` is enabled
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  — `metadata: { stripe: { client_secret: ... } }` passes both write paths under
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  exact matching by default.
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+ ### Records in metadata
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+
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+ An ActiveRecord object appearing anywhere in metadata is replaced, by default,
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+ with a reference rather than a snapshot of the row:
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+
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+ ```ruby
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+ { account: account }
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+ # => { account: { "gid" => "gid://myapp/Account/1", "type" => "Account", "id" => "1" } }
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+ ```
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+
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+ This applies at any depth, inside Arrays, Hashes and `ActiveRecord::Relation`s,
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+ on both write paths. It is on by default because key-based redaction cannot
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+ reach the problem: a payload key like `account:` looks like exactly the kind of
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+ key you want on an audit row, while the value serialises with
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+ `password_digest`, `token_digest`, `lookup_hash` and anything else the table
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+ happens to hold. Audit rows are append-only, so an unsafe default cannot be
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+ walked back.
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+
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+ On the notifications path, records are dereferenced **after**
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+ `metadata_builder` runs, so a builder that needs real attributes still gets the
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+ record (`metadata_builder` has never applied to a direct `StandardAudit.record`
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+ call — pass the attributes you want in `metadata` there):
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+
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+ ```ruby
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+ config.metadata_builder = ->(metadata) {
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+ metadata.merge(account_email: metadata[:account]&.email)
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+ }
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+ ```
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+
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+ `config.dereference_record_metadata = false` restores the pre-0.11.0 behaviour
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+ of writing full attributes. Prefer `metadata_builder` over turning it off.
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+
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  **Performance**: For high-volume applications, enable async processing and ensure your `audit_logs` table has appropriate indexes (the install generator adds them by default). Consider partitioning by `occurred_at` for very large tables.
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  **Retention**: Set `retention_days` in your configuration and run `rake standard_audit:cleanup` via a scheduled job (e.g., cron or SolidQueue recurring). Archive before deleting if you need long-term storage.
@@ -7,6 +7,7 @@ module StandardAudit
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  :current_session_id_resolver,
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  :sensitive_keys, :sensitive_key_patterns,
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  :sensitive_key_exceptions, :filter_nested_metadata,
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+ :dereference_record_metadata,
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  :metadata_builder, :before_checksum_hooks,
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  :anonymizable_metadata_keys, :retention_days,
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  :audit_catalogue, :verify_audit_declarations,
@@ -72,6 +73,25 @@ module StandardAudit
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  # append-only. Reserved keys are never descended into.
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  @filter_nested_metadata = false
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+ # When true (the default), an ActiveRecord object appearing anywhere in
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+ # audit metadata is replaced by a reference —
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+ # `{ "gid" => …, "type" => …, "id" => … }` — instead of being serialised
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+ # with all of its attributes. See StandardAudit::RecordReference.
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+ #
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+ # Defaults to the SAFE behaviour, unlike `filter_nested_metadata`,
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+ # because the values this catches are ones no host asked to record:
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+ # `password_digest`, `token_digest`, `lookup_hash` and PKCE verifiers
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+ # arriving as a side effect of a payload carrying `account:` or
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+ # `session:`. Audit rows are append-only, so an unsafe default cannot be
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+ # walked back — the rows already written keep whatever was in them.
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+ #
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+ # Set to false ONLY if an app genuinely depends on record attributes in
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+ # metadata and has satisfied itself that no secret-bearing column can
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+ # reach a row. Preferred alternative: keep this on and use
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+ # `metadata_builder` to pull the specific attributes you want, which runs
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+ # BEFORE dereferencing and still sees the record.
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+ @dereference_record_metadata = true
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+
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  @metadata_builder = nil
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  # Callables (or Symbols naming an AuditLog instance method) run on
@@ -0,0 +1,141 @@
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+ module StandardAudit
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+ # Replaces ActiveRecord objects found in audit metadata with a stable
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+ # *reference* instead of a snapshot of the record's whole attribute set.
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+ #
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+ # == Why this exists
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+ #
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+ # `ActiveSupport::Notifications` payloads routinely carry live records —
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+ # `standard_id` publishes `account:`, `current_account:`, `session:` and
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+ # `code_challenge:` — and an AR object serialises with every attribute it
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+ # has. That put `account.password_digest`,
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+ # `account.password_reset_token_digest`, `session.token_digest`,
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+ # `session.lookup_hash` and `code_challenge.code` into `audit_logs` rows
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+ # across the estate (rarebit-one/rarebit-ops#296).
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+ #
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+ # None of the three existing defences fired: `sensitive_keys` matches keys
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+ # exactly and the secrets are attributes *underneath* `account:`;
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+ # `filter_nested_metadata` is off by default so the filter never descended
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+ # to them; and `account:` does not look sensitive at the top level.
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+ #
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+ # Key-based redaction is the wrong tool here — the leak is not "this key is
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+ # sensitive", it is "this value is an entire database row". So the value is
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+ # replaced wholesale, by type, before any key filtering happens.
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+ #
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+ # == What replaces a record
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+ #
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+ # { "gid" => "gid://dummy/Account/1", "type" => "Account", "id" => "1" }
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+ #
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+ # A GlobalID string is the identifier this gem already uses for `actor`,
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+ # `target` and `scope` (`actor_gid`), so an audit row stays resolvable with
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+ # `GlobalID::Locator`. `type` and `id` ride along because they survive a
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+ # record being deleted, an app whose GlobalID app name changes, and records
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+ # that have no GlobalID at all (unpersisted ones): for those, `gid` is
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+ # simply absent and the reference is still meaningful.
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+ module RecordReference
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+ # Written in place of a container that contains itself. Depth alone is NOT
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+ # used as the guard: a plain depth cap would rewrite deeply-but-finitely
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+ # nested metadata that holds no records at all, and permanently lose audit
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+ # content in an append-only row to protect against a structure that is
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+ # merely large. Only a genuine cycle — the one thing that cannot be
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+ # serialised anyway — is replaced.
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+ CIRCULAR = "[standard_audit: circular reference]".freeze
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+
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+ class << self
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+ # Returns a copy of `value` with every ActiveRecord object — at any
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+ # depth, inside Arrays, Hashes and Relations — replaced by a reference
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+ # Hash. Structures containing no records are returned untouched (same
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+ # object), so this is a no-op for ordinary metadata.
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+ #
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+ # Never mutates the input: notification payloads are shared with every
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+ # other subscriber.
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+ def call(value, ancestors = nil)
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+ return reference_for(value) if record?(value)
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+
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+ container = relation?(value) || value.is_a?(Array) || hash_like?(value)
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+ return value unless container
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+
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+ ancestors ||= {}.compare_by_identity
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+ return CIRCULAR if ancestors.key?(value)
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+
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+ ancestors[value] = true
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+ begin
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+ if relation?(value)
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+ map_collection(value.to_a, ancestors)
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+ elsif value.is_a?(Array)
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+ map_collection(value, ancestors)
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+ else
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+ map_hash(value, ancestors)
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+ end
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+ ensure
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+ ancestors.delete(value)
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+ end
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+ end
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+
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+ # The reference written in place of a record.
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+ def reference_for(record)
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+ {
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+ "gid" => global_id_for(record),
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+ "type" => record.class.name,
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+ "id" => record.id&.to_s
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+ }.compact
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+ end
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+
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+ private
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+
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+ def record?(value)
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+ defined?(ActiveRecord::Base) && value.is_a?(ActiveRecord::Base)
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+ end
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+
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+ def relation?(value)
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+ defined?(ActiveRecord::Relation) && value.is_a?(ActiveRecord::Relation)
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+ end
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+
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+ def hash_like?(value)
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+ value.respond_to?(:each_pair) && value.respond_to?(:key?)
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+ end
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+
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+ def map_collection(array, ancestors)
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+ changed = false
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+ mapped = array.map do |element|
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+ replacement = call(element, ancestors)
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+ changed ||= !replacement.equal?(element)
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+ replacement
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+ end
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+
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+ changed ? mapped : array
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+ end
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+
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+ def map_hash(hash, ancestors)
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+ changed = false
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+ mapped = {}
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+
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+ hash.each_pair do |key, value|
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+ # Reserved keys are gem-owned (`_tags`, `_source`) and are left
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+ # exactly alone here, as they are in MetadataFilter.
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+ if StandardAudit::RESERVED_METADATA_KEYS.include?(key.to_s)
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+ mapped[key] = value
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+ next
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+ end
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+
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+ replacement = call(value, ancestors)
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+ changed ||= !replacement.equal?(value)
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+ mapped[key] = replacement
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+ end
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+
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+ changed ? mapped : hash
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+ end
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+
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+ # `to_global_id` raises for an unpersisted record and for a model that
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+ # does not include GlobalID::Identification. Neither is a reason to fail
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+ # an audit write, and neither is a reason to fall back to writing the
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+ # attributes.
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+ def global_id_for(record)
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+ return nil unless record.respond_to?(:to_global_id)
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+
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+ record.to_global_id.to_s
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+ rescue StandardError
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+ nil
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+ end
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+ end
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+ end
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+ end
@@ -79,6 +79,16 @@ module StandardAudit
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  raw_metadata = config.metadata_builder.call(raw_metadata)
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  end
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+ # ActiveRecord objects in the payload are replaced by a reference BEFORE
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+ # any key-based redaction, because the leak they cause is not a
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+ # sensitive *key* — it is a value that serialises as an entire database
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+ # row (rarebit-one/rarebit-ops#296). Runs after `metadata_builder` so a
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+ # host that derives fields from a record (`payload[:account].email`)
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+ # still sees the record.
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+ if config.dereference_record_metadata
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+ raw_metadata = StandardAudit::RecordReference.call(raw_metadata)
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+ end
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+
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  # Redaction lives in MetadataFilter, shared with StandardAudit.record.
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  # This path previously carried its own copy that did *not* subtract
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  # RESERVED_METADATA_KEYS, so `_tags`/`_source` were strippable here and
@@ -1,3 +1,3 @@
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  module StandardAudit
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- VERSION = "0.10.0"
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+ VERSION = "0.11.0"
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  end
@@ -2,6 +2,7 @@ require "standard_audit/version"
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  require "standard_audit/engine"
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  require "standard_audit/configuration"
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  require "standard_audit/metadata_filter"
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+ require "standard_audit/record_reference"
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  require "standard_audit/sensitive_keys_dry_run"
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  require "standard_audit/subscriber"
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  require "standard_audit/event_subscriber"
@@ -52,9 +53,26 @@ module StandardAudit
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53
 
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  actor ||= config.current_actor_resolver.call
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+ if block_given?
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+ # Block form: instrument via ActiveSupport::Notifications and let the
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+ # Subscriber write the row, which it does with its own dereferencing and
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+ # filtering. Nothing built below would be used, so it is not built —
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+ # dereferencing a Relation here would load it eagerly, before the block
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+ # has run, purely to discard the result.
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+ ActiveSupport::Notifications.instrument(event_type, metadata.merge(
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+ actor: actor, target: target, scope: scope
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+ )) do
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+ yield
66
+ end
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+ return
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+ end
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+
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  # Redaction lives in MetadataFilter, shared with Subscriber, so the two
56
- # write paths cannot drift apart.
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- filtered_metadata = MetadataFilter.call(metadata, config: config)
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+ # write paths cannot drift apart. Record dereferencing is applied on both
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+ # paths for the same reason: a snapshot of a whole row is as unrecoverable
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+ # here as it is on the notifications path.
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+ dereferenced = config.dereference_record_metadata ? RecordReference.call(metadata) : metadata
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+ filtered_metadata = MetadataFilter.call(dereferenced, config: config)
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76
 
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77
  attrs = {
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78
  event_type: event_type,
@@ -66,16 +84,6 @@ module StandardAudit
66
84
  metadata: filtered_metadata
67
85
  }
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86
 
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- if block_given?
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- # Block form: instrument via ActiveSupport::Notifications
71
- ActiveSupport::Notifications.instrument(event_type, metadata.merge(
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- actor: actor, target: target, scope: scope
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- )) do
74
- yield
75
- end
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- return
77
- end
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-
79
87
  gid_attrs = {
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  actor_gid: actor&.to_global_id&.to_s,
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  actor_type: actor&.class&.name,
metadata CHANGED
@@ -1,7 +1,7 @@
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  --- !ruby/object:Gem::Specification
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  name: standard_audit
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  version: !ruby/object:Gem::Version
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- version: 0.10.0
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+ version: 0.11.0
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  platform: ruby
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  authors:
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  - Jaryl Sim
@@ -114,6 +114,7 @@ files:
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  - lib/standard_audit/metadata_filter.rb
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  - lib/standard_audit/operation.rb
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116
  - lib/standard_audit/operation/audit.rb
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+ - lib/standard_audit/record_reference.rb
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118
  - lib/standard_audit/reference_preloading.rb
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119
  - lib/standard_audit/rspec.rb
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  - lib/standard_audit/rspec/operation.rb