ROSA: Support for OCM service account credentials

docs/book/src/topics/rosa/creating-a-cluster.md

@@ -1,30 +1,83 @@
 # Creating a ROSA cluster
 
 ## Permissions
-CAPA controller requires an API token in order to be able to provision ROSA clusters:
+### Authentication using service account credentials
+CAPA controller requires service account credentials to be able to provision ROSA clusters:
+1. Visit [https://console.redhat.com/iam/service-accounts](https://console.redhat.com/iam/service-accounts) and create a new service account.
 
-1. Visit [https://console.redhat.com/openshift/token](https://console.redhat.com/openshift/token) to retrieve your API authentication token
-
-1. Create a credentials secret within the target namespace with the token to be referenced later by `ROSAControlePlane`
+1. Create a new kubernetes secret with the service account credentials to be referenced later by `ROSAControlPlane`
     ```shell
     kubectl create secret generic rosa-creds-secret \
-      --from-literal=ocmToken='eyJhbGciOiJIUzI1NiIsI....' \
-      --from-literal=ocmApiUrl='https://api.openshift.com' 
+      --from-literal=ocmClientID='....' \
+      --from-literal=ocmClientSecret='eyJhbGciOiJIUzI1NiIsI....' \
+      --from-literal=ocmApiUrl='https://api.openshift.com'
     ```
 
-    Alternatively, you can edit CAPA controller deployment to provide the credentials:
+    Note: to consume the secret without the need to reference it from your `ROSAControlPlane`, name your secret as `rosa-creds-secret` and create it in the CAPA manager namespace (usually `capa-system`)
     ```shell
-    kubectl edit deployment -n capa-system capa-controller-manager
+    kubectl -n capa-system create secret generic rosa-creds-secret \
+      --from-literal=ocmClientID='....' \
+      --from-literal=ocmClientSecret='eyJhbGciOiJIUzI1NiIsI....' \
+      --from-literal=ocmApiUrl='https://api.openshift.com'
     ```
 
-    and add the following environment variables to the manager container:
-    ```yaml
-      env:
+
+### Authentication using SSO offline token (DEPRECATED)
+The SSO offline token is being deprecated and it is recommended to use service account credentials instead, as described above.
+
+1. Visit https://console.redhat.com/openshift/token to retrieve your SSO offline authentication token
+
+1. Create a credentials secret within the target namespace with the token to be referenced later by `ROSAControlePlane`
+```shell
+    kubectl create secret generic rosa-creds-secret \
+        --from-literal=ocmToken='eyJhbGciOiJIUzI1NiIsI....' \
+    --from-literal=ocmApiUrl='https://api.openshift.com'
+    ```
+
+Alternatively, you can edit CAPA controller deployment to provide the credentials
+```shell
+    kubectl edit deployment -n capa-system capa-controller-manager
+```
+and add the following environment variables to the manager container
+```yaml
+    env:
       - name: OCM_TOKEN
         value: "<token>"
       - name: OCM_API_URL
         value: "https://api.openshift.com" # or https://api.stage.openshift.com
-    ```
+```
+
+### Migration from offline token to service account authentication
+
+1. Visit [https://console.redhat.com/iam/service-accounts](https://console.redhat.com/iam/service-accounts) and create a new service account.
+
+1. If you previously used kubernetes secret to specify the OCM credentials secret, edit the secret:
+```shell
+    kubectl edit secret rosa-creds-secret
+```
+where you will remove the `ocmToken` credentials and add base64 encoded `ocmClientID` and `ocmClientSecret` credentials like so:
+```yaml
+apiVersion: v1
+ data:
+   ocmApiUrl: aHR0cHM6Ly9hcGkub3BlbnNoaWZ0LmNvbQ==
+   ocmClientID: Y2xpZW50X2lk...
+   ocmClientSecret: Y2xpZW50X3NlY3JldA==...
+ kind: Secret
+ type: Opaque
+```
+
+1. If you previously used capa manager deployment to specify the OCM offline token as environment variable, edit the manager deployment:
+```shell
+    kubectl -n capa-system edit deployment capa-controller-manager
+```
+and remove the `OCM_TOKEN` and `OCM_API_URL` variables, followed by `kubectl -n capa-system rollout restart deploy capa-controller-manager`. Then create the new default
+secret in the `capa-system` namespace with:
+```shell
+    kubectl -n capa-system create secret generic rosa-creds-secret \
+      --from-literal=ocmClientID='....' \
+      --from-literal=ocmClientSecret='eyJhbGciOiJIUzI1NiIsI....' \
+      --from-literal=ocmApiUrl='https://api.openshift.com'
+```
 
 ## Prerequisites
 

pkg/rosa/client.go

@@ -10,74 +10,129 @@ import (
 	ocmcfg "github.com/openshift/rosa/pkg/config"
 	"github.com/openshift/rosa/pkg/ocm"
 	"github.com/sirupsen/logrus"
+	corev1 "k8s.io/api/core/v1"
+	apierrors "k8s.io/apimachinery/pkg/api/errors"
+	metav1 "k8s.io/apimachinery/pkg/apis/meta/v1"
 	"sigs.k8s.io/controller-runtime/pkg/client"
 
 	"sigs.k8s.io/cluster-api-provider-aws/v2/pkg/cloud/scope"
+	"sigs.k8s.io/cluster-api-provider-aws/v2/util/system"
 )
 
 const (
-	ocmTokenKey  = "ocmToken"
-	ocmAPIURLKey = "ocmApiUrl"
+	ocmTokenKey        = "ocmToken"
+	ocmAPIURLKey       = "ocmApiUrl"
+	ocmClientIDKey     = "ocmClientID"
+	ocmClientSecretKey = "ocmClientSecret"
 )
 
 // NewOCMClient creates a new OCM client.
 func NewOCMClient(ctx context.Context, rosaScope *scope.ROSAControlPlaneScope) (*ocm.Client, error) {
-	token, url, err := ocmCredentials(ctx, rosaScope)
+	token, url, clientID, clientSecret, err := ocmCredentials(ctx, rosaScope)
 	if err != nil {
 		return nil, err
 	}
-	return ocm.NewClient().Logger(logrus.New()).Config(&ocmcfg.Config{
-		AccessToken: token,
-		URL:         url,
-	}).Build()
+
+	ocmConfig := ocmcfg.Config{
+		URL: url,
+	}
+
+	if clientID != "" && clientSecret != "" {
+		ocmConfig.ClientID = clientID
+		ocmConfig.ClientSecret = clientSecret
+	} else if token != "" {
+		ocmConfig.AccessToken = token
+	}
+
+	return ocm.NewClient().Logger(logrus.New()).Config(&ocmConfig).Build()
 }
 
 func newOCMRawConnection(ctx context.Context, rosaScope *scope.ROSAControlPlaneScope) (*sdk.Connection, error) {
-	logger, err := sdk.NewGoLoggerBuilder().
+	ocmSdkLogger, err := sdk.NewGoLoggerBuilder().
 		Debug(false).
 		Build()
 	if err != nil {
 		return nil, fmt.Errorf("failed to build logger: %w", err)
 	}
-	token, url, err := ocmCredentials(ctx, rosaScope)
+
+	token, url, clientID, clientSecret, err := ocmCredentials(ctx, rosaScope)
 	if err != nil {
 		return nil, err
 	}
 
-	connection, err := sdk.NewConnectionBuilder().
-		Logger(logger).
-		Tokens(token).
-		URL(url).
-		Build()
+	connBuilder := sdk.NewConnectionBuilder().
+		Logger(ocmSdkLogger).
+		URL(url)
+
+	if clientID != "" && clientSecret != "" {
+		connBuilder.Client(clientID, clientSecret)
+	} else if token != "" {
+		connBuilder.Tokens(token)
+	}
+
+	connection, err := connBuilder.Build()
 	if err != nil {
 		return nil, fmt.Errorf("failed to create ocm connection: %w", err)
 	}
 
 	return connection, nil
 }
 
-func ocmCredentials(ctx context.Context, rosaScope *scope.ROSAControlPlaneScope) (string, string, error) {
-	var token string
-	var ocmAPIUrl string
+func ocmCredentials(ctx context.Context, rosaScope *scope.ROSAControlPlaneScope) (string, string, string, string, error) {
+	var token string           // Offline SSO token
+	var ocmClientID string     // Service account client id
+	var ocmClientSecret string // Service account client secret
+	var ocmAPIUrl string       // https://api.openshift.com by default
+	var secret *corev1.Secret
 
-	secret := rosaScope.CredentialsSecret()
+	secret = rosaScope.CredentialsSecret() // We'll retrieve the OCM credentials ref from the ROSA control plane
 	if secret != nil {
 		if err := rosaScope.Client.Get(ctx, client.ObjectKeyFromObject(secret), secret); err != nil {
-			return "", "", fmt.Errorf("failed to get credentials secret: %w", err)
+			return "", "", "", "", fmt.Errorf("failed to get credentials secret: %w", err)
 		}
+	} else { // If the reference to OCM secret wasn't specified in the ROSA control plane, we'll try to use a predefined secret name from the capa namespace
+		secret = &corev1.Secret{
+			ObjectMeta: metav1.ObjectMeta{
+				Name:      "rosa-creds-secret",
+				Namespace: system.GetManagerNamespace(),
+			},
+		}
+
+		err := rosaScope.Client.Get(ctx, client.ObjectKeyFromObject(secret), secret)
+		// We'll ignore non-existent secret so that we can try the ENV variable fallback below
+		// TODO: once the ENV variable fallback is gone, we can no longer ignore non-existent secret here
+		if err != nil && !apierrors.IsNotFound(err) {
+			return "", "", "", "", fmt.Errorf("failed to get credentials secret: %w", err)
+		}
+	}
+
+	token = string(secret.Data[ocmTokenKey])
+	ocmAPIUrl = string(secret.Data[ocmAPIURLKey])
+	ocmClientID = string(secret.Data[ocmClientIDKey])
+	ocmClientSecret = string(secret.Data[ocmClientSecretKey])
 
-		token = string(secret.Data[ocmTokenKey])
-		ocmAPIUrl = string(secret.Data[ocmAPIURLKey])
-	} else {
-		// fallback to env variables if secrert is not set
+	// Deprecation warning in case SSO offline token was used
+	if token != "" {
+		rosaScope.Info("Using SSO offline token is deprecated, use service account credentials instead")
+	}
+
+	if token == "" && (ocmClientID == "" || ocmClientSecret == "") {
+		// TODO: the ENV variables are to be removed with the next code release
+		// Last fall-back is to use OCM_TOKEN & OCM_API_URL environment variables (soon to be deprecated)
 		token = os.Getenv("OCM_TOKEN")
-		if ocmAPIUrl = os.Getenv("OCM_API_URL"); ocmAPIUrl == "" {
-			ocmAPIUrl = "https://api.openshift.com"
+		ocmAPIUrl = os.Getenv("OCM_API_URL")
+
+		if token != "" {
+			rosaScope.Info("Defining OCM credentials in environment variable is deprecated, use secret with service account credentials instead")
+		} else {
+			return "", "", "", "",
+				fmt.Errorf("OCM credentials have not been provided. Make sure to set the secret with service account credentials")
 		}
 	}
 
-	if token == "" {
-		return "", "", fmt.Errorf("token is not provided, be sure to set OCM_TOKEN env variable or reference a credentials secret with key %s", ocmTokenKey)
+	if ocmAPIUrl == "" {
+		ocmAPIUrl = "https://api.openshift.com" // Defaults to production URL
 	}
-	return token, ocmAPIUrl, nil
+
+	return token, ocmAPIUrl, ocmClientID, ocmClientSecret, nil
 }

pkg/rosa/client_test.go

@@ -0,0 +1,126 @@
+package rosa
+
+import (
+	"context"
+	"os"
+	"testing"
+
+	. "github.com/onsi/gomega"
+	corev1 "k8s.io/api/core/v1"
+	metav1 "k8s.io/apimachinery/pkg/apis/meta/v1"
+	"k8s.io/klog/v2"
+	"sigs.k8s.io/controller-runtime/pkg/client/fake"
+
+	rosacontrolplanev1 "sigs.k8s.io/cluster-api-provider-aws/v2/controlplane/rosa/api/v1beta2"
+	"sigs.k8s.io/cluster-api-provider-aws/v2/pkg/cloud/scope"
+	"sigs.k8s.io/cluster-api-provider-aws/v2/pkg/logger"
+	"sigs.k8s.io/cluster-api-provider-aws/v2/util/system"
+)
+
+func createROSAControlPlaneScope(cp *rosacontrolplanev1.ROSAControlPlane, secrets ...*corev1.Secret) *scope.ROSAControlPlaneScope {
+	// k8s mock (fake) client
+	fakeClientBuilder := fake.NewClientBuilder()
+	for _, sec := range secrets {
+		fakeClientBuilder.WithObjects(sec)
+	}
+
+	fakeClient := fakeClientBuilder.Build()
+
+	// ROSA Control Plane Scope
+	rcpScope := &scope.ROSAControlPlaneScope{
+		Client:       fakeClient,
+		ControlPlane: cp,
+		Logger:       *logger.NewLogger(klog.Background()),
+	}
+
+	return rcpScope
+}
+
+func createSecret(name, namespace, token, url, clientID, clientSecret string) *corev1.Secret {
+	return &corev1.Secret{
+		ObjectMeta: metav1.ObjectMeta{
+			Name:      name,
+			Namespace: namespace,
+		},
+		Data: map[string][]byte{
+			"ocmToken":        []byte(token),
+			"ocmApiUrl":       []byte(url),
+			"ocmClientID":     []byte(clientID),
+			"ocmClientSecret": []byte(clientSecret),
+		},
+	}
+}
+
+func createCP(namespace string) *rosacontrolplanev1.ROSAControlPlane {
+	return &rosacontrolplanev1.ROSAControlPlane{
+		Spec: rosacontrolplanev1.RosaControlPlaneSpec{
+			CredentialsSecretRef: &corev1.LocalObjectReference{
+				Name: "rosa-creds-secret",
+			},
+		},
+		ObjectMeta: metav1.ObjectMeta{
+			Namespace: namespace,
+		},
+	}
+}
+
+func TestOcmCredentials(t *testing.T) {
+	g := NewWithT(t)
+
+	wlSecret := createSecret("rosa-creds-secret", "default", "", "url", "client-id", "client-secret")
+	mgrSecret := createSecret("rosa-creds-secret", system.GetManagerNamespace(), "", "url", "global-client-id", "global-client-secret")
+
+	cp := createCP("default")
+
+	// Test that ocmCredentials() prefers workload secret to global and environment secrets
+	cp.Spec = rosacontrolplanev1.RosaControlPlaneSpec{
+		CredentialsSecretRef: &corev1.LocalObjectReference{
+			Name: "rosa-creds-secret",
+		},
+	}
+	os.Setenv("OCM_API_URL", "env-url")
+	os.Setenv("OCM_TOKEN", "env-token")
+	rcpScope := createROSAControlPlaneScope(cp, wlSecret, mgrSecret)
+	token, url, clientID, clientSecret, err := ocmCredentials(context.Background(), rcpScope)
+
+	g.Expect(err).NotTo(HaveOccurred())
+	g.Expect(token).To(Equal(string(wlSecret.Data["ocmToken"])))
+	g.Expect(url).To(Equal(string(wlSecret.Data["ocmApiUrl"])))
+	g.Expect(clientID).To(Equal(string(wlSecret.Data["ocmClientID"])))
+	g.Expect(clientSecret).To(Equal(string(wlSecret.Data["ocmClientSecret"])))
+
+	// Test that ocmCredentials() prefers global manager secret to environment secret in case workload secret is not specified
+	cp.Spec = rosacontrolplanev1.RosaControlPlaneSpec{}
+	rcpScope = createROSAControlPlaneScope(cp, wlSecret, mgrSecret)
+	token, url, clientID, clientSecret, err = ocmCredentials(context.Background(), rcpScope)
+
+	g.Expect(err).NotTo(HaveOccurred())
+	g.Expect(token).To(Equal(string(mgrSecret.Data["ocmToken"])))
+	g.Expect(url).To(Equal(string(mgrSecret.Data["ocmApiUrl"])))
+	g.Expect(clientID).To(Equal(string(mgrSecret.Data["ocmClientID"])))
+	g.Expect(clientSecret).To(Equal(string(mgrSecret.Data["ocmClientSecret"])))
+
+	// Test that ocmCredentials() returns environment secret in case workload and manager secret are not specified
+	cp.Spec = rosacontrolplanev1.RosaControlPlaneSpec{}
+	rcpScope = createROSAControlPlaneScope(cp)
+	token, url, clientID, clientSecret, err = ocmCredentials(context.Background(), rcpScope)
+
+	g.Expect(err).NotTo(HaveOccurred())
+	g.Expect(token).To(Equal(os.Getenv("OCM_TOKEN")))
+	g.Expect(url).To(Equal(os.Getenv("OCM_API_URL")))
+	g.Expect(clientID).To(Equal(""))
+	g.Expect(clientSecret).To(Equal(""))
+
+	// Test that ocmCredentials() returns error in case none of the secrets has been provided
+	cp.Spec = rosacontrolplanev1.RosaControlPlaneSpec{}
+	rcpScope = createROSAControlPlaneScope(cp)
+	os.Unsetenv("OCM_API_URL")
+	os.Unsetenv("OCM_TOKEN")
+	token, url, clientID, clientSecret, err = ocmCredentials(context.Background(), rcpScope)
+
+	g.Expect(err).To(HaveOccurred())
+	g.Expect(token).To(Equal(""))
+	g.Expect(url).To(Equal(""))
+	g.Expect(clientID).To(Equal(""))
+	g.Expect(clientSecret).To(Equal(""))
+}