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Typed configuration & secrets facade for AmpyFin (layering, validation, secrets, control-plane)

Project description

ampy-config — Typed Configuration & Secrets Façade

Single, safe source of truth for configuration and secrets across AmpyFin services.
Built to integrate with ampy-bus (control plane over NATS/JetStream) and ampy-proto (payload contracts).


Why this exists (the problem)

Without a unified configuration layer, distributed trading systems tend to develop:

  • ENV/YAML sprawl → drift, surprises, outages.
  • Secret handling risks → credentials in logs, brittle rotations, no redaction.
  • Non-reproducibility → can’t reconstruct exactly which parameters were live for a given trade/run.
  • Inconsistent runtime behavior → some services reload, others require restarts.

ampy-config provides a single, typed, validated, observable configuration view with clean secret indirection and a runtime control plane for safe updates.


Highlights (what you get)

  • Typed schema + validation: JSON Schema + semantic cross-field checks.
  • Layering & precedence: defaults → environment profile → overlays → ENV allowlist → runtime overrides.
  • Secret indirection: secret://…, aws-sm://…, gcp-sm://… with caching, rotation, and universal redaction.
  • Control plane for updates: config_previewconfig_applyconfig_applied events on NATS (JetStream).
  • Auditability & observability hooks: provenance for each key; logs/metrics/traces (no secrets).
  • Language-agnostic: produces plain YAML effective config for Python, Go, C++, etc.

Install (Python / PyPI)

pip install ampy-config

Developer mode (local repo):

pip install -e .

Optional secret backends

# HashiCorp Vault
pip install hvac

# AWS Secrets Manager
pip install boto3

# GCP Secret Manager
pip install google-cloud-secret-manager

You do not need to sign up for all of these. Choose one or more real backends for your deployment; the library gracefully falls back to a local JSON file in development.


Control plane (NATS/JetStream)

Start a local NATS with JetStream:

docker run --rm -d --name nats -p 4222:4222 nats:2.10 -js
export NATS_URL="nats://127.0.0.1:4222"

Provision the stream and durable consumers (once). Using the nats CLI:

# Stream to cover all control-plane subjects
nats --server "$NATS_URL" stream add ampy-control   --subjects "ampy.*.control.v1.*"   --retention limits --max-age 24h --storage file   --max-msgs 10000 --max-bytes 100MB --discard old --defaults

# Agent durables (pull + explicit ack)
nats --server "$NATS_URL" consumer add ampy-control ampy-config-agent-ampy-dev-control-v1-config-preview   --filter "ampy.dev.control.v1.config_preview" --pull --deliver all --ack explicit --defaults
nats --server "$NATS_URL" consumer add ampy-control ampy-config-agent-ampy-dev-control-v1-config-apply   --filter "ampy.dev.control.v1.config_apply" --pull --deliver all --ack explicit --defaults
nats --server "$NATS_URL" consumer add ampy-control ampy-config-agent-ampy-dev-control-v1-secret-rotated   --filter "ampy.dev.control.v1.secret_rotated" --pull --deliver all --ack explicit --defaults

Verify:

nats --server "$NATS_URL" stream ls
nats --server "$NATS_URL" consumer ls ampy-control

The library can also auto-provision if permitted, but explicit creation is more predictable for local dev and CI.


Layering model

Effective config = merge in this order (later overrides earlier):

  1. Defaults (checked in) — config/defaults.yaml
  2. Environment profileexamples/dev.yaml, examples/paper.yaml, examples/prod.yaml
  3. Overlays — region/cluster/service YAMLs (--overlay path, repeatable)
  4. ENV allowlistenv_allowlist.txt maps allowed env keys into config
  5. Runtime overridesruntime/overrides.yaml (written by the agent on config_apply)

Each key tracks provenance: where it came from (defaults/profile/overlay/ENV/runtime).

Units & types

  • Durations as strings: 150ms, 2s, 5m, 1h
  • Sizes as strings: 128KiB, 1MiB
  • Explicit domains: oms.*, ingest.*, broker.*, ml.*, warehouse.*, fx.*, metrics, logging, tracing, security.*, feature_flags.*

Secrets (indirection, caching, rotation, redaction)

Use references, not literal values:

  • secret://vault/<path>#<key>
  • aws-sm://<name>?versionStage=AWSCURRENT
  • gcp-sm://projects/<project>/secrets/<name>/versions/latest

Local development fallback file (.secrets.local.json):

{
  "secret://vault/tiingo#token": "TIINGO_LOCAL_DEV_TOKEN",
  "aws-sm://ALPACA_SECRET?versionStage=AWSCURRENT": "ALPACA_LOCAL_DEV_SECRET",
  "gcp-sm://projects/demo/secrets/AMPY_API/versions/latest": "AMPY_LOCAL_DEV_API"
}

Secrets are always redacted in logs/metrics/traces; rotation is signaled via secret_rotated events.


CLI usage

All commands are available via python -m ampy_config.cli … (works without global entrypoints).

Render effective config

python -m ampy_config.cli render   --profile dev   --resolve-secrets redacted   --provenance

Write it to a file:

python -m ampy_config.cli render   --profile dev   --resolve-secrets redacted   --output /tmp/effective.yaml

Resolve values (dev only; requires .secrets.local.json or configured backends):

AMPY_CONFIG_LOCAL_SECRETS=.secrets.local.json python -m ampy_config.cli render --profile dev --resolve-secrets values

Validate (schema + semantic checks)

python tools/validate.py examples/dev.yaml
# Or explicitly:
python tools/validate.py --schema schema/ampy-config.schema.json examples/*.yaml

Secrets utilities

# Resolve (redacted by default)
python -m ampy_config.cli secret get "aws-sm://ALPACA_SECRET?versionStage=AWSCURRENT"

# Print plain (development only)
python -m ampy_config.cli secret get --plain "secret://vault/tiingo#token"

# Invalidate cache entry
python -m ampy_config.cli secret rotate "gcp-sm://projects/demo/secrets/AMPY_API/versions/latest"

Run the agent

export NATS_URL="nats://127.0.0.1:4222"
export AMPY_CONFIG_SERVICE="ampy-config-agent"

python -m ampy_config.cli agent --profile dev

It subscribes to:

ampy.dev.control.v1.config_preview
ampy.dev.control.v1.config_apply
ampy.dev.control.v1.secret_rotated

Ops: preview & apply a runtime override

Create an overlay:

cat >/tmp/overlay.yaml <<'YAML'
oms:
  risk:
    max_order_notional_usd: 77777
YAML

Preview (validate only):

python -m ampy_config.cli ops preview   --profile dev   --overlay-file /tmp/overlay.yaml   --expires-at "2025-12-31T23:59:59Z"   --reason "intraday risk tightening"   --dry-run

Apply (persist) and wait until it’s effective in the resolved view:

python -m ampy_config.cli ops apply   --profile dev   --overlay-file /tmp/overlay.yaml   --wait-applied --timeout 20

Then verify:

python -m ampy_config.cli render --profile dev --runtime runtime/overrides.yaml --resolve-secrets redacted --provenance

Use from a service (Python example)

# examples/service_skel.py
import asyncio, os
from ampy_config.layering import build_effective_config
from ampy_config.bus.ampy_bus import AmpyBus
from ampy_config.control.events import subjects

async def main():
    cfg, _ = build_effective_config(
        schema_path="schema/ampy-config.schema.json",
        defaults_path="config/defaults.yaml",
        profile_yaml="examples/dev.yaml",
        overlays=[],
        service_overrides=[],
        env_allowlist_path="env_allowlist.txt",
        env_file=None,
        runtime_overrides_path="runtime/overrides.yaml",
    )
    print("[service] max_order_notional_usd =", cfg["oms"]["risk"]["max_order_notional_usd"])

    bus = AmpyBus(os.environ.get("NATS_URL"))
    await bus.connect()
    subs = subjects(cfg["bus"]["topic_prefix"])

    async def on_apply(subject, data):
        # Re-build after apply; in real code, you’d update state atomically & validate
        new_cfg, _ = build_effective_config(
            "schema/ampy-config.schema.json",
            "config/defaults.yaml",
            "examples/dev.yaml",
            [], [], "env_allowlist.txt", None, "runtime/overrides.yaml"
        )
        print("[service] updated max_order_notional_usd =", new_cfg["oms"]["risk"]["max_order_notional_usd"])

    await bus.subscribe_json(subs["apply"], on_apply)
    while True:
        await asyncio.sleep(1)

if __name__ == "__main__":
    os.environ.setdefault("AMPY_CONFIG_SERVICE", "ampy-service-demo")
    os.environ.setdefault("NATS_URL", "nats://127.0.0.1:4222")
    asyncio.run(main())

Go / C++ services

  • Parse the effective YAML (rendered by ops at boot or on a schedule).
  • Subscribe to the same control-plane subjects and re-load your resolved config (or just read runtime/overrides.yaml) when a config_apply is observed.
  • Keep reloads transactional for safety-critical domains.

Schema notes (metrics example)

The schema allows either OTLP (with endpoint) or Prometheus (with port):

"metrics": {
  "type": "object",
  "additionalProperties": false,
  "properties": {
    "exporter": { "type": "string", "enum": ["otlp", "prom"] },
    "endpoint": { "type": "string" },
    "sampling_ratio": { "type": "number", "minimum": 0, "maximum": 1 },
    "port": { "type": "integer", "minimum": 1, "maximum": 65535 }
  },
  "required": ["exporter"]
}

Examples:

# OTLP
metrics:
  exporter: otlp
  endpoint: https://otel.dev.ampyfin.com:4317
  sampling_ratio: 0.25

# Prometheus
metrics:
  exporter: prom
  port: 9464

Environment variables

  • NATS_URL — NATS server URL (e.g., nats://127.0.0.1:4222).
  • AMPY_CONFIG_SERVICE — logical service name (used to derive durable names).
  • AMPY_CONFIG_RUNTIME_OVERRIDES — path for persisted runtime overrides (default: runtime/overrides.yaml).
  • AMPY_CONFIG_LOCAL_SECRETS — path to local dev secrets JSON (default: .secrets.local.json).
  • AMPY_CONFIG_SECRET_TTL_MS — secrets cache TTL in milliseconds (default: 120000).
  • AMPY_CONFIG_JS_FALLBACK — set to 1 to force direct NATS subscription fallback (skip JetStream) if your infra doesn’t provision streams/consumers in dev.
  • Vault: VAULT_ADDR, VAULT_TOKEN (if using secret://).
  • AWS: AWS_DEFAULT_REGION + credentials (shared config/credentials files or env) if using aws-sm://.
  • GCP: GOOGLE_APPLICATION_CREDENTIALS pointing to a service account key if using gcp-sm://.

Troubleshooting

  • Agent only shows one subscription
    Likely blocked while initializing a secret backend (e.g., boto3 waiting for metadata/creds).
    Fix: Unset or configure that backend properly, or run with only local secrets in dev.

  • No messages consumed / timeouts
    Check that NATS_URL points to the correct port, JetStream is enabled, and the ampy-control stream & consumers exist and filter the right subjects.

  • apply says OK but value didn’t change
    Verify runtime/overrides.yaml was written by the agent (file path via AMPY_CONFIG_RUNTIME_OVERRIDES) and that your service reloads config on config_apply.

  • Schema validation passes but semantic check fails
    The semantic checks (e.g., payload size vs compression threshold, min/max bounds) run after schema validation; fix the offending values called out in the error.


Security notes

  • Secrets are never logged; redaction is enforced throughout the library.
  • Prefer fail-shut for safety-critical domains (OMS risk, broker creds) and fail-open for low-risk knobs (metric sampling).
  • Ensure access to secret backends is locked down with least privilege.

Contributing

PRs welcome! Please include tests for new config keys, validation rules, and control-plane flows.
Run pytest -q and python tools/validate.py examples/*.yaml before submitting.


License

Apache-2.0 (proposed). See LICENSE for details.

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