headroom/tests/test_ssl_context.py
Ben Younes 9fde127534
fix(proxy): relocate stray system-role messages to the top-level system param (#765) (#1357)
## Description

On requests large enough to trigger compression, the proxy emitted an
upstream Anthropic request whose `messages[0]` had `role: "system"`.
Anthropic's Messages API rejects any `system` role inside `messages[]`:

```
400 invalid_request_error: "messages.0: use the top-level 'system' parameter for the initial system prompt"
```

The original request correctly carries its system prompt in the
top-level `system` parameter; a compression/transform/pipeline step
relocates the harness system block into `messages[0]`, so the request
fails outright (intermittent only because it requires a context large
enough to compress).

This adds a wire-contract guard in the Anthropic forwarder: as the
**last** step before sending upstream (after every transform, memory
injection, tool sort, and pipeline extension, covering both the Bedrock
and direct paths), any stray `role="system"` message is relocated out of
`messages[]` and merged back into the top-level `system` parameter.
Content order is preserved (existing system first, relocated content
after) and block-level `cache_control` survives. The guard is a no-op on
the common path (no system-role entry → inputs pass through unchanged).

Closes #765

## Type of Change

- [x] Bug fix (non-breaking change that fixes an issue)
- [ ] New feature (non-breaking change that adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality to change)
- [ ] Documentation update
- [ ] Performance improvement
- [ ] Code refactoring (no functional changes)

## Changes Made

- `headroom/proxy/helpers.py`: new pure helper
`relocate_system_messages_to_top_level(messages, system) ->
(clean_messages, new_system, changed)` plus `_system_message_to_blocks`.
Handles `system` being `None`/`str`/`list`, never drops content,
preserves order and content blocks.
- `headroom/proxy/handlers/anthropic.py`: invoke the guard just before
the byte-faithful forward block; on relocation, update
`body["messages"]`/`body["system"]`, mark the body mutated
(`system_role_relocated`) so the byte-faithful forwarder re-serializes,
and log a warning.
- `tests/test_proxy_handler_helpers.py`: 3 unit tests (relocate stray
system into top-level, append-to-existing-system order, no-op without a
system entry).
- `CHANGELOG.md`: Bug Fixes entry.

## Testing

- [x] Unit tests pass (`pytest`)
- [x] Linting passes (`ruff check .`)
- [x] Type checking passes (`mypy headroom`)
- [x] New tests added for new functionality
- [x] Manual testing performed

### Test Output

```text
$ uv run --extra dev python -m pytest tests/test_proxy_handler_helpers.py -q
29 passed in 4.95s

# Regression on the forward path (byte-faithful forwarding, system-prompt immutability, cache stability):
$ uv run --extra dev python -m pytest tests/test_proxy_handler_helpers.py tests/test_proxy_byte_faithful_forwarding.py tests/test_proxy_system_prompt_immutable.py tests/test_proxy_anthropic_cache_stability.py -q
90 passed, 15 warnings in 29.72s

$ uv run ruff check headroom/proxy/helpers.py headroom/proxy/handlers/anthropic.py tests/test_proxy_handler_helpers.py
All checks passed!

$ uv run ruff format --check ...   # 3 files already formatted
$ uv run mypy headroom/proxy/helpers.py headroom/proxy/handlers/anthropic.py
Success: no issues found in 2 source files
```

## Test verification (RED → GREEN)

The new tests exercise the guard directly and import the new helper at
module top, so reverting the production fix makes them fail at
collection.

**RED — production fix reverted (helper removed):**
```text
ImportError while importing test module 'tests/test_proxy_handler_helpers.py'.
E   ImportError: cannot import name 'relocate_system_messages_to_top_level' from 'headroom.proxy.helpers'
=========================== 1 error in 0.41s ===============================
```

**GREEN — production fix applied:**
```text
tests/test_proxy_handler_helpers.py ...                                  [100%]
======================= 3 passed, 26 deselected in 1.50s =======================
```

## Real Behavior Proof

- Environment: Python 3.13, `uv run` in this repo, branch
`fix/issue-765`.
- Exact command / steps: ran the guard on a body in the exact #765
failure shape — `system: None` and a `role="system"` harness block at
`messages[0]`:
- Observed result:
  ```text
  BEFORE: messages[0].role = system (Anthropic 400 trigger)
  changed       = True
  AFTER roles   = ['user', 'assistant']
system param = [{"type": "text", "text": "You are Claude Code.
<system-reminder>...</system-reminder>"}]
OK: no role=system in messages[]; system content preserved in top-level
param
  ```
The illegal `role="system"` entry is removed from `messages[]` and its
content lands in the top-level `system` parameter — exactly the body
Anthropic accepts.
- Not tested: a full live 250k+-token Claude Code session against the
real Anthropic API (needs a large live context + API key); the fix is
validated at the request-shaping boundary the 400 is raised on.

## Review Readiness

- [x] I have performed a self-review
- [x] This PR is ready for human review

## Checklist

- [x] My code follows the project's style guidelines
- [x] I have performed a self-review of my code
- [x] I have commented my code, particularly in hard-to-understand areas
- [x] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] I have updated the CHANGELOG.md if applicable

## Additional Notes

The guard intentionally fires at the forwarder boundary rather than in
any single transform: the issue's captures show the relocation can
originate from the compression path, and pipeline extensions / hooks can
also mutate `messages` late. Enforcing Anthropic's wire contract once,
at the point the body is serialized upstream, fixes the 400 regardless
of which step introduced the stray entry and matches the architecture
invariant "never produce a `system`-role entry within `messages[]`".

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-authored-by: JerrettDavis <mxjerrett@gmail.com>
2026-08-13 11:52:09 -05:00

312 lines
13 KiB
Python

"""Unit tests for headroom.proxy.ssl_context.find_ca_bundle.
Covers:
- Returns None when no env var is set
- Returns an ssl.SSLContext when SSL_CERT_FILE points to a valid PEM file
- Returns an ssl.SSLContext when REQUESTS_CA_BUNDLE points to a valid PEM file
- Replacement contexts relax OpenSSL VERIFY_X509_STRICT for custom CA bundles
- Returns an ssl.SSLContext when NODE_EXTRA_CA_CERTS points to a valid PEM file
- The NODE_EXTRA_CA_CERTS SSLContext is additive: default/system roots are preserved (#998)
- Priority order: SSL_CERT_FILE beats REQUESTS_CA_BUNDLE beats NODE_EXTRA_CA_CERTS
- Nonexistent paths are skipped (returns None if all paths are missing)
"""
from __future__ import annotations
import ssl
import pytest
from headroom.proxy import ssl_context
from headroom.proxy.ssl_context import (
apply_global_tls_relaxation,
build_httpx_verify,
find_ca_bundle,
tls_strict_disabled,
)
# Minimal self-signed CA certificate (PEM) used only to verify that
# load_verify_locations accepts the file. Generated offline; never used
# for real TLS handshakes in these tests.
_SELF_SIGNED_CA_PEM = b"""\
-----BEGIN CERTIFICATE-----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-----END CERTIFICATE-----
"""
_TEST_CA_COUNT = 1
@pytest.fixture()
def ca_pem_file(tmp_path):
"""Write the self-signed CA PEM to a temp file and return its path."""
p = tmp_path / "ca.pem"
p.write_bytes(_SELF_SIGNED_CA_PEM)
return str(p)
def _clean_env(monkeypatch):
"""Remove all CA-bundle env vars + the strict toggle for a clean state."""
for var in (
"SSL_CERT_FILE",
"REQUESTS_CA_BUNDLE",
"NODE_EXTRA_CA_CERTS",
"HEADROOM_TLS_STRICT",
):
monkeypatch.delenv(var, raising=False)
def _default_x509_ca_count() -> int:
return ssl.create_default_context().cert_store_stats()["x509_ca"]
class FakeSSLContext:
def __init__(self, verify_flags: int = 0) -> None:
self.verify_flags = verify_flags
self.loaded_cafile: str | None = None
self.alpn_protocols: list[str] | None = None
def load_verify_locations(self, *, cafile: str) -> None:
self.loaded_cafile = cafile
def set_alpn_protocols(self, protocols: list[str]) -> None:
self.alpn_protocols = protocols
class TestFindCaBundleNoEnvVars:
def test_returns_none_when_no_env_var_set(self, monkeypatch):
_clean_env(monkeypatch)
assert find_ca_bundle() is None
class TestFindCaBundleWithValidPem:
def test_ssl_cert_file_returns_ssl_context(self, monkeypatch, ca_pem_file):
_clean_env(monkeypatch)
monkeypatch.setenv("SSL_CERT_FILE", ca_pem_file)
ctx = find_ca_bundle()
assert isinstance(ctx, ssl.SSLContext)
def test_requests_ca_bundle_returns_ssl_context(self, monkeypatch, ca_pem_file):
_clean_env(monkeypatch)
monkeypatch.setenv("REQUESTS_CA_BUNDLE", ca_pem_file)
ctx = find_ca_bundle()
assert isinstance(ctx, ssl.SSLContext)
def test_replacement_ca_context_relaxes_x509_strict(self, monkeypatch, ca_pem_file):
_clean_env(monkeypatch)
monkeypatch.setenv("SSL_CERT_FILE", ca_pem_file)
strict_flag = 0x20
created_context = FakeSSLContext(verify_flags=strict_flag | 0x100)
def fake_create_default_context(*, cafile: str | None = None):
assert cafile == ca_pem_file
return created_context
monkeypatch.setattr(ssl_context.ssl, "VERIFY_X509_STRICT", strict_flag, raising=False)
monkeypatch.setattr(ssl_context.ssl, "create_default_context", fake_create_default_context)
ctx = find_ca_bundle()
assert ctx is created_context
assert created_context.verify_flags & strict_flag == 0
assert created_context.verify_flags & 0x100
assert created_context.alpn_protocols == ["h2", "http/1.1"]
def test_node_extra_ca_certs_returns_ssl_context(self, monkeypatch, ca_pem_file):
"""NODE_EXTRA_CA_CERTS returns an SSLContext, not a bare path (#998)."""
_clean_env(monkeypatch)
monkeypatch.setenv("NODE_EXTRA_CA_CERTS", ca_pem_file)
ctx = find_ca_bundle()
assert isinstance(ctx, ssl.SSLContext)
def test_node_extra_ca_certs_is_additive(self, monkeypatch, ca_pem_file):
"""The SSLContext must contain default/system roots plus the extra cert (#998)."""
_clean_env(monkeypatch)
monkeypatch.setenv("NODE_EXTRA_CA_CERTS", ca_pem_file)
ctx = find_ca_bundle()
assert isinstance(ctx, ssl.SSLContext)
stats = ctx.cert_store_stats()
# Additive loading preserves whatever the runner's default trust store
# contains. Some minimal CI images have a tiny or empty default store, so
# compare against the local baseline instead of assuming "dozens" of CAs.
assert stats["x509_ca"] >= _default_x509_ca_count() + _TEST_CA_COUNT
class TestFindCaBundlePriority:
def test_ssl_cert_file_beats_requests_ca_bundle(self, monkeypatch, tmp_path):
"""SSL_CERT_FILE is used first even when REQUESTS_CA_BUNDLE is also set."""
_clean_env(monkeypatch)
pem1 = tmp_path / "first.pem"
pem2 = tmp_path / "second.pem"
pem1.write_bytes(_SELF_SIGNED_CA_PEM)
pem2.write_bytes(_SELF_SIGNED_CA_PEM)
monkeypatch.setenv("SSL_CERT_FILE", str(pem1))
monkeypatch.setenv("REQUESTS_CA_BUNDLE", str(pem2))
created_context = FakeSSLContext()
def fake_create_default_context(*, cafile: str | None = None):
assert cafile == str(pem1)
return created_context
monkeypatch.setattr(ssl_context.ssl, "create_default_context", fake_create_default_context)
assert find_ca_bundle() is created_context
def test_ssl_cert_file_beats_node_extra_ca_certs(self, monkeypatch, tmp_path):
"""SSL_CERT_FILE takes precedence over NODE_EXTRA_CA_CERTS."""
_clean_env(monkeypatch)
pem = tmp_path / "ca.pem"
pem.write_bytes(_SELF_SIGNED_CA_PEM)
monkeypatch.setenv("SSL_CERT_FILE", str(pem))
monkeypatch.setenv("NODE_EXTRA_CA_CERTS", "/nonexistent/node.pem")
created_context = FakeSSLContext()
def fake_create_default_context(*, cafile: str | None = None):
assert cafile == str(pem)
return created_context
monkeypatch.setattr(ssl_context.ssl, "create_default_context", fake_create_default_context)
assert find_ca_bundle() is created_context
def test_requests_ca_bundle_beats_node_extra_ca_certs(self, monkeypatch, tmp_path):
"""REQUESTS_CA_BUNDLE is used before NODE_EXTRA_CA_CERTS."""
_clean_env(monkeypatch)
pem = tmp_path / "ca.pem"
pem.write_bytes(_SELF_SIGNED_CA_PEM)
monkeypatch.setenv("SSL_CERT_FILE", "/nonexistent/ssl.pem")
monkeypatch.setenv("REQUESTS_CA_BUNDLE", str(pem))
monkeypatch.setenv("NODE_EXTRA_CA_CERTS", "/nonexistent/node.pem")
created_context = FakeSSLContext()
def fake_create_default_context(*, cafile: str | None = None):
assert cafile == str(pem)
return created_context
monkeypatch.setattr(ssl_context.ssl, "create_default_context", fake_create_default_context)
assert find_ca_bundle() is created_context
class TestFindCaBundleNonexistentPaths:
def test_nonexistent_path_is_skipped(self, monkeypatch):
_clean_env(monkeypatch)
monkeypatch.setenv("SSL_CERT_FILE", "/nonexistent/path/ca.pem")
assert find_ca_bundle() is None
def test_all_nonexistent_returns_none(self, monkeypatch):
_clean_env(monkeypatch)
monkeypatch.setenv("SSL_CERT_FILE", "/no/such/file1.pem")
monkeypatch.setenv("REQUESTS_CA_BUNDLE", "/no/such/file2.pem")
monkeypatch.setenv("NODE_EXTRA_CA_CERTS", "/no/such/file3.pem")
assert find_ca_bundle() is None
def test_first_nonexistent_falls_through_to_valid(self, monkeypatch, ca_pem_file):
"""When the first env var path is missing, the next valid one is used."""
_clean_env(monkeypatch)
monkeypatch.setenv("SSL_CERT_FILE", "/nonexistent/ssl.pem")
monkeypatch.setenv("REQUESTS_CA_BUNDLE", ca_pem_file)
ctx = find_ca_bundle()
assert isinstance(ctx, ssl.SSLContext)
# ---------------------------------------------------------------------------
# HEADROOM_TLS_STRICT toggle (issue #1308): corporate TLS-inspection roots
# (Zscaler, Netskope) set CA:TRUE without the critical bit, which Python 3.13
# + OpenSSL 3.x reject under VERIFY_X509_STRICT. A CA bundle can't fix that —
# the cert is found, the strict check fails. The toggle clears only the strict
# flag, on both the httpx upstream path and the urllib3/huggingface path.
# ---------------------------------------------------------------------------
class TestTlsStrictDisabled:
@pytest.mark.parametrize("val", ["0", "false", "FALSE", "No", "off", " off "])
def test_off_values_disable_strict(self, monkeypatch, val):
_clean_env(monkeypatch)
monkeypatch.setenv("HEADROOM_TLS_STRICT", val)
assert tls_strict_disabled() is True
@pytest.mark.parametrize("val", ["1", "true", "yes", "on", "", "strict", "00"])
def test_other_values_keep_strict(self, monkeypatch, val):
_clean_env(monkeypatch)
monkeypatch.setenv("HEADROOM_TLS_STRICT", val)
assert tls_strict_disabled() is False
def test_unset_keeps_strict(self, monkeypatch):
_clean_env(monkeypatch)
assert tls_strict_disabled() is False
class TestBuildHttpxVerify:
def test_default_returns_true(self, monkeypatch):
"""No CA bundle, strict on → httpx's own default verification."""
_clean_env(monkeypatch)
assert build_httpx_verify() is True
def test_toggle_off_returns_relaxed_context(self, monkeypatch):
"""No CA bundle, strict OFF → default trust store with strict cleared."""
_clean_env(monkeypatch)
monkeypatch.setenv("HEADROOM_TLS_STRICT", "0")
ctx = build_httpx_verify()
assert isinstance(ctx, ssl.SSLContext)
strict_flag = getattr(ssl, "VERIFY_X509_STRICT", 0)
if strict_flag:
assert ctx.verify_flags & strict_flag == 0
# Still a real verifying context — NOT verify=False.
assert ctx.verify_mode == ssl.CERT_REQUIRED
# Default trust store retained for this runner, not replaced by a custom
# one-cert bundle.
assert ctx.cert_store_stats()["x509_ca"] == _default_x509_ca_count()
def test_custom_ca_takes_precedence_over_toggle(self, monkeypatch, ca_pem_file):
"""A configured CA bundle wins; the result is that bundle's context."""
_clean_env(monkeypatch)
monkeypatch.setenv("SSL_CERT_FILE", ca_pem_file)
monkeypatch.setenv("HEADROOM_TLS_STRICT", "0")
ctx = build_httpx_verify()
assert isinstance(ctx, ssl.SSLContext)
# Replacement bundle → only the single test CA is trusted.
assert ctx.cert_store_stats()["x509_ca"] == 1
class TestApplyGlobalTlsRelaxation:
def test_noop_when_strict_on(self, monkeypatch):
_clean_env(monkeypatch)
assert apply_global_tls_relaxation() is False
def test_patches_urllib3_when_toggle_off(self, monkeypatch):
_clean_env(monkeypatch)
monkeypatch.setenv("HEADROOM_TLS_STRICT", "0")
strict_flag = getattr(ssl, "VERIFY_X509_STRICT", 0)
if not strict_flag:
pytest.skip("VERIFY_X509_STRICT unavailable on this OpenSSL build")
import urllib3.util.ssl_ as u3ssl
original = u3ssl.create_urllib3_context
try:
assert apply_global_tls_relaxation() is True
ctx = u3ssl.create_urllib3_context()
assert ctx.verify_flags & strict_flag == 0
# Idempotent: second call doesn't re-wrap or error.
assert apply_global_tls_relaxation() is True
assert getattr(u3ssl.create_urllib3_context, "_headroom_strict_relaxed", False)
finally:
u3ssl.create_urllib3_context = original