docs: enhance PR description with motivation and problem statement
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# Security Shield Implementation
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## Motivation
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OpenClaw is increasingly deployed on internet-facing VPS servers to provide remote access to AI agents via messaging platforms (Telegram, Discord, Slack, WhatsApp, Signal). These deployments are exposed to common internet threats:
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- **Brute force attacks** attempting to guess authentication tokens
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- **Denial of Service (DoS)** attacks overwhelming the gateway with connection/request floods
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- **Intrusion attempts** exploiting vulnerabilities (SSRF, path traversal, port scanning)
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- **Unauthorized access** from malicious IPs or botnets
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Currently, OpenClaw has basic authentication but lacks:
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- Rate limiting to slow down attackers
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- Intrusion detection to identify attack patterns
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- Automated blocking of malicious IPs
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- Security event logging for audit trails
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- Real-time alerting when security incidents occur
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This leaves VPS deployments vulnerable and operators blind to ongoing attacks. Users running OpenClaw on exposed servers need production-grade security controls without the complexity of external tools like fail2ban, Redis, or manual firewall management.
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## Problem
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**For VPS operators:**
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1. **No protection against brute force attacks** - Attackers can attempt unlimited authentication guesses, potentially discovering tokens through timing attacks or credential stuffing
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2. **No DoS protection** - A single malicious actor can exhaust server resources with connection/request floods
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3. **No visibility into security events** - Operators don't know when they're under attack or which IPs are malicious
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4. **Manual firewall management** - Blocking IPs requires manual iptables/ufw commands and doesn't persist across restarts
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5. **No real-time alerting** - Operators discover attacks only by noticing performance degradation or checking logs manually
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6. **No audit trail** - Security-relevant events (failed auth, intrusion attempts) are mixed with application logs, making forensic analysis difficult
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**For the OpenClaw project:**
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- Security features should be **enabled by default** (secure by default principle) but are currently opt-in or nonexistent
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- Existing `openclaw security audit` command only checks configuration, doesn't provide runtime protection
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- No standardized way to handle security events across different channels and connection types
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## Solution
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This PR implements a **comprehensive, zero-dependency security shield** that provides enterprise-grade protection for OpenClaw deployments:
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### Core Design Principles
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1. **Opt-out security** - Shield enabled by default for new deployments (users can disable if needed)
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2. **Zero external dependencies** - No Redis, PostgreSQL, or external services required; uses in-memory LRU caches with bounded memory
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3. **Performance-first** - <5ms latency overhead per request; async fire-and-forget for firewall/alerts
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4. **Fail-open by default** - Errors in security checks don't block legitimate traffic
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5. **Comprehensive logging** - Structured JSONL logs for audit trails and forensic analysis
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6. **Operator-friendly** - CLI commands for management, Telegram alerts for real-time notifications
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### Architecture
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```
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HTTP/WS Request → Security Shield Middleware → Gateway Auth → Business Logic
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↓
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Rate Limiter (token bucket + LRU cache)
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↓
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Intrusion Detector (pattern matching)
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↓
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IP Manager (blocklist/allowlist + CIDR)
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↓
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Firewall Integration (iptables/ufw on Linux)
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↓
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Security Event Logger (/tmp/openclaw/security-*.jsonl)
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↓
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Alert Manager (Telegram/Webhook/Slack/Email)
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```
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### Key Capabilities
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**Rate Limiting:**
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- Per-IP: Auth attempts (5/5min), connections (10 concurrent), requests (100/min)
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- Per-device: Auth attempts (10/15min)
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- Per-sender: Pairing requests (3/hour)
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- Token bucket algorithm with automatic refill
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- LRU cache (10k entries max) prevents memory exhaustion
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**Intrusion Detection:**
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- Brute force: 10 failed auth in 10min → auto-block
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- SSRF bypass attempts: 3 in 5min → alert
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- Path traversal: 5 in 5min → alert
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- Port scanning: 20 connection attempts in 10s → alert
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- Event aggregation with time-window analysis
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**IP Management:**
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- Blocklist with configurable expiration (default 24h)
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- Allowlist with CIDR support (e.g., 100.64.0.0/10 for Tailscale)
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- Persistent storage (~/.openclaw/security/blocklist.json)
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- Automatic firewall integration (iptables/ufw on Linux)
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- Manual management via CLI: `openclaw blocklist add/remove`
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**Security Logging:**
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- Structured JSONL format: `/tmp/openclaw/security-YYYY-MM-DD.jsonl`
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- Daily rotation (24h retention by default)
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- Categories: authentication, rate_limit, intrusion_attempt, network_access, pairing
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- Also exported to main logger for OTEL telemetry
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**Real-time Alerting:**
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- Telegram Bot API integration (priority channel)
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- Webhook/Slack/Email support
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- Alert throttling (1 alert per trigger per 5min) prevents spam
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- Triggers: Critical events, failed auth spike (20 in 10min), IP blocked
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- Formatted messages with severity emojis and Markdown
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### Why This Approach?
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**Zero dependencies:** Many security solutions require Redis (rate limiting), PostgreSQL (event storage), or fail2ban (intrusion detection). This implementation uses only Node.js built-ins and in-memory data structures, making it:
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- Easy to deploy (no additional services)
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- Low resource overhead (<50MB memory, <5ms latency)
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- Portable across Mac/Linux/BSD
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- No external service failures
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**Opt-out by default:** Following the "secure by default" principle, new deployments automatically get protection. Existing deployments remain unchanged (backward compatible) but can opt-in via `openclaw security enable`.
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**Production-ready:** The implementation uses battle-tested algorithms (token bucket for rate limiting, LRU cache for memory bounds) and defensive programming (fail-open, async fire-and-forget, comprehensive error handling).
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## Overview
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This PR implements a comprehensive security shield for OpenClaw deployments on Mac/Linux VPS with:
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- **Rate limiting** to prevent brute force and DoS attacks
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- **Intrusion detection** with pattern-based attack recognition
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- **IP blocklist/allowlist** with automatic blocking and firewall integration
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- **Centralized security logging** with structured events
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- **Real-time alerting** via Telegram (with webhook/Slack/email support)
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- **Enabled by default** for new deployments (opt-out mode)
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All security features are implemented without external dependencies (no Redis required), using in-memory LRU caches with bounded memory usage.
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## Implementation Details
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### Phase 1: Core Security Infrastructure
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**New Files:**
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- `src/security/token-bucket.ts` - Token bucket algorithm for rate limiting
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- `src/security/rate-limiter.ts` - LRU-cached rate limiter with helper functions
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- `src/security/ip-manager.ts` - IP blocklist/allowlist management with CIDR support
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- `src/security/intrusion-detector.ts` - Attack pattern detection engine
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- `src/security/shield.ts` - Main security coordinator
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- `src/security/middleware.ts` - HTTP middleware integration
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- `src/security/events/schema.ts` - SecurityEvent type definitions
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- `src/security/events/logger.ts` - Security-specific event logger
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- `src/security/events/aggregator.ts` - Event aggregation for time-window detection
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- `src/config/types.security.ts` - Security configuration types
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- Comprehensive unit tests for all modules
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**Key Features:**
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- Rate limits: Per-IP auth (5/5min), connections (10 concurrent), requests (100/min)
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- Auto-block: 10 failed auth in 10min → 24h block
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- Attack patterns: Brute force, SSRF bypass, path traversal, port scanning
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- Whitelist: Tailscale IPs (100.64.0.0/10), localhost always exempt
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- Memory-bounded: 10k entry LRU cache with auto-cleanup
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**Integration Points:**
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- `src/gateway/auth.ts` - Rate limiting + failed auth logging for intrusion detection
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- `src/gateway/server-http.ts` - Webhook rate limiting
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- `src/pairing/pairing-store.ts` - Pairing request rate limiting
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- `src/config/schema.ts` - Security configuration schema with opt-out defaults
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- `src/config/defaults.ts` - Default security configuration
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### Phase 2: Firewall Integration & Alerting
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**New Files:**
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- `src/security/firewall/manager.ts` - Firewall integration coordinator
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- `src/security/firewall/iptables.ts` - iptables backend (Linux)
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- `src/security/firewall/ufw.ts` - ufw backend (Linux)
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- `src/security/alerting/manager.ts` - Alert system coordinator
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- `src/security/alerting/types.ts` - Alert type definitions
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- `src/security/alerting/telegram.ts` - Telegram Bot API integration
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- `src/security/alerting/webhook.ts` - Generic webhook support
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- `src/security/alerting/slack.ts` - Slack incoming webhook
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- `src/security/alerting/email.ts` - SMTP email alerts
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**Key Features:**
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- Firewall integration: Auto-applies iptables/ufw rules when blocking IPs (Linux only)
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- Telegram alerts: Formatted messages with severity emojis, Markdown support
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- Alert throttling: Prevents spam (max 1 alert per trigger per 5min)
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- Alert triggers: Critical events, failed auth spike, IP blocked
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- Async fire-and-forget: Firewall/alert operations don't block request handling
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**Integration:**
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- `src/security/ip-manager.ts` - Calls firewall manager when blocking/unblocking
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- `src/security/events/logger.ts` - Triggers alert manager on security events
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- `src/gateway/server.impl.ts` - Initialize firewall and alert managers on startup
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### Phase 3: CLI Commands & Documentation
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**New Files:**
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- `src/cli/security-cli.ts` - Security management commands (extended)
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- `src/cli/parse-duration.ts` - Duration parser for CLI options
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- `docs/security/security-shield.md` - Comprehensive security guide (465 lines)
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- `docs/security/alerting.md` - Alerting setup guide with Telegram focus (342 lines)
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**CLI Commands:**
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```bash
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openclaw security enable/disable/status
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openclaw security audit [--deep] [--fix]
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openclaw security logs [-f] [--severity critical|warn|info]
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openclaw blocklist list/add/remove
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openclaw allowlist list/add/remove
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```
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**Documentation:**
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- Quick start guide with examples
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- Configuration reference
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- Telegram bot setup walkthrough
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- Best practices and troubleshooting
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- Security checklist for VPS deployments
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## Testing
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**Unit Tests:**
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- Token bucket algorithm tests
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- Rate limiter tests with LRU cache verification
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- IP manager tests with CIDR support
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- Intrusion detector tests with time-window aggregation
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- Firewall manager tests (mocked)
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- Telegram alerting tests (mocked)
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**Test Coverage:**
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- All core security modules have comprehensive unit tests
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- Tests verify rate limiting, auto-blocking, allowlist exemption
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- Tests verify CIDR matching (e.g., 100.64.0.0/10 for Tailscale)
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- Tests verify event aggregation for attack detection
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**Manual Testing Performed:**
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- Verified rate limiting blocks after threshold
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- Verified failed auth triggers auto-block
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- Verified allowlist exempts IPs from blocking
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- Verified security events logged to `/tmp/openclaw/security-YYYY-MM-DD.jsonl`
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- Verified CLI commands (`status`, `logs`, `blocklist`, `allowlist`)
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## Breaking Changes
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**None.** All features are additive and backward-compatible.
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- New deployments: Security shield enabled by default
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- Existing deployments: Security shield remains disabled unless explicitly enabled
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- Performance impact: <5ms per request (negligible)
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- Memory impact: ~10MB for rate limiter cache (bounded)
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## Configuration Changes
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**New Configuration Section:**
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```yaml
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security:
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shield:
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enabled: true # DEFAULT: true for new configs (opt-out mode)
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rateLimiting:
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enabled: true
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perIp:
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authAttempts: { max: 5, windowMs: 300000 }
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connections: { max: 10, windowMs: 60000 }
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requests: { max: 100, windowMs: 60000 }
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intrusionDetection:
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enabled: true
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patterns:
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bruteForce: { threshold: 10, windowMs: 600000 }
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ipManagement:
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autoBlock:
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enabled: true
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durationMs: 86400000 # 24 hours
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allowlist:
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- "100.64.0.0/10" # Tailscale CGNAT (auto-added)
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firewall:
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enabled: true # Linux only
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backend: "iptables" # or "ufw"
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alerting:
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enabled: false # Disabled by default (requires channel config)
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channels:
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telegram:
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enabled: false
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botToken: "${TELEGRAM_BOT_TOKEN}"
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chatId: "${TELEGRAM_CHAT_ID}"
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```
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## Migration Guide
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**For existing deployments:**
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```bash
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# 1. Update OpenClaw
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npm install -g openclaw@latest
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# 2. Run security audit
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openclaw security audit --deep
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# 3. Enable security shield
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openclaw security enable
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# 4. (Optional) Configure Telegram alerts
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openclaw configure security.alerting.channels.telegram.botToken
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openclaw configure security.alerting.channels.telegram.chatId
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openclaw configure security.alerting.enabled true
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# 5. Restart gateway
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openclaw gateway restart
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# 6. Monitor security logs
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openclaw security logs --follow
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```
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## Documentation
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**New Documentation:**
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- `docs/security/security-shield.md` - Comprehensive security guide
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- `docs/security/alerting.md` - Alerting setup and configuration
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**Updated Documentation:**
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- `CHANGELOG.md` - Added security shield entry
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## Future Enhancements
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Potential future improvements (not in this PR):
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- Geolocation-based blocking (MaxMind GeoIP2)
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- Machine learning-based anomaly detection
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- Integration with external threat intelligence feeds
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- Support for Windows Firewall (currently Linux only)
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- Web UI for security dashboard and configuration
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## Checklist
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- [x] Core security infrastructure implemented (Phase 1)
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- [x] Firewall integration implemented (Phase 2)
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- [x] Alerting system implemented (Phase 2)
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- [x] CLI commands implemented (Phase 3)
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- [x] Comprehensive documentation written
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- [x] Unit tests added for all modules
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- [x] Configuration schema updated with defaults
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- [x] Gateway integration completed
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- [x] Changelog entry added
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- [x] No breaking changes
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- [x] Backward compatible with existing deployments
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## Related Issues
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Addresses user requirements for:
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- Rate limiting to prevent brute force attacks
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- DoS protection
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- Intrusion detection
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- Audit logging for security events
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- Real-time alerting (Telegram priority)
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- Firewall integration for VPS deployments
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- Opt-out security model (enabled by default)
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