waldur-site-agent-waldur 1.0.3

Waldur-to-Waldur federation plugin for Waldur Site Agent

Waldur Federation Plugin for Waldur Site Agent

Waldur-to-Waldur federation backend plugin for Waldur Site Agent. Enables federating resources, usage, and memberships between two Waldur instances (Waldur A and Waldur B), replacing the marketplace_remote Django app with a stateless, polling-based approach.

Overview

The plugin acts as a bridge: Waldur A (the "local" instance) receives orders from users and delegates resource lifecycle management to Waldur B (the "target" instance) via its marketplace API. Usage is pulled back from Waldur B and reported to Waldur A, with optional component type conversion.

graph LR
    subgraph "Waldur A (Local)"
        USER[User]
        ORDER_A[Marketplace Order]
        RESOURCE_A[Resource on A]
    end

    subgraph "Site Agent"
        BACKEND[WaldurBackend]
        MAPPER[ComponentMapper]
        CLIENT[WaldurClient]
    end

    subgraph "Waldur B (Target)"
        ORDER_B[Marketplace Order]
        RESOURCE_B[Resource on B]
        USAGE_B[Usage Data]
    end

    USER --> ORDER_A
    ORDER_A --> BACKEND
    BACKEND --> MAPPER
    MAPPER --> CLIENT
    CLIENT --> ORDER_B
    ORDER_B --> RESOURCE_B

    USAGE_B --> CLIENT
    CLIENT --> MAPPER
    MAPPER --> BACKEND
    BACKEND --> RESOURCE_A

    classDef waldurA fill:#e3f2fd
    classDef agent fill:#f3e5f5
    classDef waldurB fill:#fff3e0

    class USER,ORDER_A,RESOURCE_A waldurA
    class BACKEND,MAPPER,CLIENT agent
    class ORDER_B,RESOURCE_B,USAGE_B waldurB

Features

• Order Forwarding: Create, update, and terminate resources on Waldur B via marketplace orders
• Non-blocking Order Creation: Returns immediately after submitting order on B; tracks completion via check_pending_order() on subsequent polling cycles
• Target STOMP Subscriptions: Optional instant order-completion notifications from Waldur B via STOMP, eliminating polling delay
• Component Mapping: Configurable conversion factors between Waldur A and Waldur B component types
• Passthrough Mode: 1:1 forwarding when no conversion is needed
• Usage Pulling: Fetches total and per-user usage from Waldur B, reverse-converts to Waldur A components
• Membership Sync: Synchronizes project memberships with configurable user matching (CUID, email, username)
• Role Mapping: Configurable role name translation between Waldur A and B (e.g., PROJECT.ADMIN → PROJECT.MANAGER)
• Project Tracking: Automatic project creation on Waldur B with backend_id mapping

Architecture

Component Overview

graph TB
    subgraph "WaldurBackend"
        INIT[Initialization<br/>Validate settings, create client]
        LIFECYCLE[Resource Lifecycle<br/>create / update / delete]
        USAGE[Usage Reporting<br/>pull + reverse-convert]
        MEMBERS[Membership Sync<br/>add / remove users]
    end

    subgraph "ComponentMapper"
        FWD[Forward Conversion<br/>source limits x factor = target limits]
        REV[Reverse Conversion<br/>target usage / factor = source usage]
    end

    subgraph "WaldurClient"
        ORDERS[Order Operations<br/>create / poll / retrieve]
        PROJECTS[Project Operations<br/>find / create / manage]
        USERS[User Operations<br/>resolve / add / remove]
        USAGES[Usage Operations<br/>component + per-user]
    end

    subgraph "waldur_api_client"
        HTTP[AuthenticatedClient<br/>httpx-based HTTP]
    end

    LIFECYCLE --> FWD
    LIFECYCLE --> ORDERS
    USAGE --> USAGES
    USAGE --> REV
    MEMBERS --> USERS
    MEMBERS --> PROJECTS
    ORDERS --> HTTP
    PROJECTS --> HTTP
    USERS --> HTTP
    USAGES --> HTTP

    classDef backend fill:#e3f2fd
    classDef mapper fill:#e8f5e9
    classDef client fill:#f3e5f5
    classDef http fill:#fff3e0

    class INIT,LIFECYCLE,USAGE,MEMBERS backend
    class FWD,REV mapper
    class ORDERS,PROJECTS,USERS,USAGES client
    class HTTP http

Resource Creation Flow (Non-blocking)

Resource creation uses non-blocking (async) order submission. The agent submits the order on Waldur B and returns immediately. The core processor tracks completion on subsequent polling cycles via check_pending_order().

sequenceDiagram
    participant A as Waldur A
    participant SA as Site Agent
    participant B as Waldur B

    A->>SA: New CREATE order
    SA->>SA: Convert limits via ComponentMapper
    SA->>B: Find project by backend_id
    alt Project not found
        SA->>B: Create project (backend_id = custUUID_projUUID)
    end
    SA->>B: Create marketplace order (limits, offering)
    B-->>SA: Order UUID + resource UUID (immediate)
    SA->>A: Set backend_id = target_resource_uuid
    SA->>A: Set order backend_id = target_order_uuid
    Note over SA: Order stays EXECUTING on A

    loop Subsequent processor cycles
        A->>SA: Process offering (next cycle)
        SA->>SA: Order has backend_id → call check_pending_order()
        SA->>B: Get target order state
        alt Target order DONE
            B-->>SA: DONE
            SA->>A: set_state_done
        else Target order still pending
            B-->>SA: EXECUTING / PENDING_PROVIDER
            Note over SA: Skip, check again next cycle
        else Target order ERRED
            B-->>SA: ERRED
            SA->>A: set_state_erred
        end
    end

Key design rule: The agent does NOT set backend_id on the target resource (Waldur B). Only the source resource (Waldur A) gets backend_id = B's resource UUID. Waldur B's backend_id is managed by B's own service provider.

Target STOMP Event Subscriptions (Optional)

When target_stomp_enabled is true, the agent subscribes to ORDER events on Waldur B via STOMP. This provides instant notification when target orders complete, eliminating the polling delay from check_pending_order().

sequenceDiagram
    participant A as Waldur A
    participant SA as Site Agent
    participant B as Waldur B
    participant STOMP as Waldur B STOMP

    Note over SA,STOMP: On startup (event_process mode)
    SA->>B: Register agent identity
    SA->>B: Create ORDER event subscription
    SA->>STOMP: Connect via WebSocket

    Note over SA,STOMP: On target order completion
    STOMP-->>SA: ORDER event (order_uuid, state=DONE)
    SA->>SA: Find source order by backend_id = target_order_uuid
    SA->>A: set_state_done on source order

Order and Resource Sync Lifecycle

The following diagram shows how orders and resources on Waldur A map to orders and resources on Waldur B, and how backend_id links them.

graph TB
    subgraph "Waldur A (Source)"
        OA_CREATE["CREATE Order<br/>uuid: abc-123"]
        OA_UPDATE["UPDATE Order<br/>uuid: def-456"]
        OA_TERMINATE["TERMINATE Order<br/>uuid: ghi-789"]
        RA["Resource on A<br/>uuid: res-A<br/>backend_id: res-B<br/>state: OK"]
    end

    subgraph "Site Agent"
        direction TB
        PROC["OfferingOrderProcessor"]
        BACKEND["WaldurBackend"]
        MAPPER["ComponentMapper"]
    end

    subgraph "Waldur B (Target)"
        OB_CREATE["CREATE Order on B<br/>uuid: ob-1<br/>state: DONE"]
        OB_UPDATE["UPDATE Order on B<br/>uuid: ob-2<br/>state: DONE"]
        OB_TERMINATE["TERMINATE Order on B<br/>uuid: ob-3<br/>state: DONE"]
        RB["Resource on B<br/>uuid: res-B<br/>state: OK"]
        PB["Project on B<br/>backend_id: custA_projA"]
    end

    OA_CREATE -->|"1. Fetch pending"| PROC
    PROC -->|"2. create_resource_with_id()"| BACKEND
    BACKEND -->|"3. Convert limits"| MAPPER
    MAPPER -->|"4. Create order"| OB_CREATE
    OB_CREATE -->|"creates"| RB
    RB -.->|"backend_id = res-B"| RA
    OB_CREATE -.->|"order backend_id = ob-1"| OA_CREATE

    OA_UPDATE -->|"set_resource_limits()"| BACKEND
    BACKEND -->|"Convert + order"| OB_UPDATE

    OA_TERMINATE -->|"delete_resource()"| BACKEND
    BACKEND -->|"Terminate order"| OB_TERMINATE

    RB -->|"belongs to"| PB

    classDef waldurA fill:#e3f2fd
    classDef agent fill:#f3e5f5
    classDef waldurB fill:#fff3e0

    class OA_CREATE,OA_UPDATE,OA_TERMINATE,RA waldurA
    class PROC,BACKEND,MAPPER agent
    class OB_CREATE,OB_UPDATE,OB_TERMINATE,RB,PB waldurB

backend_id mapping:

Entity on A	backend_id value	Points to
Resource on A	res-B (UUID)	Resource UUID on Waldur B
CREATE Order on A	ob-1 (UUID)	CREATE Order UUID on Waldur B
Project on B	custA_projA	{customer_uuid_on_A}_{project_uuid_on_A}

Full Order State Machine (Create)

stateDiagram-v2
    state "Waldur A" as A {
        [*] --> pending_consumer_A: User creates order
        pending_consumer_A --> pending_provider_A: Auto-transition
        pending_provider_A --> executing_A: Agent approves
        executing_A --> done_A: Agent sets done
        executing_A --> erred_A: Agent sets erred
    }

    state "Waldur B" as B {
        [*] --> pending_consumer_B: Agent creates order
        pending_consumer_B --> pending_provider_B: Auto-transition
        pending_provider_B --> executing_B: B's processor approves
        executing_B --> done_B: B's processor completes
        executing_B --> erred_B: B's processor fails
    }

    note right of A
        Cycle 1: Agent picks up order,
        submits to B, sets backend_id
        Cycle 2+: check_pending_order()
        polls B until terminal
    end note

    note right of B
        With target STOMP: ORDER
        event sent on state change,
        agent reacts instantly
    end note

STOMP vs Polling: Order Completion

sequenceDiagram
    participant A as Waldur A
    participant SA as Site Agent
    participant B as Waldur B

    Note over A,B: Polling mode (target_stomp_enabled=false)
    SA->>B: Create order on B
    B-->>SA: Order UUID (immediate)
    SA->>A: Set backend_id on A's order
    loop Every processor cycle (e.g., 60s)
        SA->>B: GET order state
        B-->>SA: EXECUTING
    end
    SA->>B: GET order state
    B-->>SA: DONE
    SA->>A: set_state_done

    Note over A,B: STOMP mode (target_stomp_enabled=true)
    SA->>B: Create order on B
    B-->>SA: Order UUID (immediate)
    SA->>A: Set backend_id on A's order
    Note over B: Order completes on B
    B-->>SA: STOMP event: order DONE (instant)
    SA->>A: set_state_done (no polling needed)

Usage Reporting Flow

sequenceDiagram
    participant A as Waldur A
    participant SA as Site Agent
    participant B as Waldur B

    A->>SA: Request usage report
    SA->>B: Get component usages (resource UUID)
    B-->>SA: Target component usages (gpu_hours, storage_gb_hours)
    SA->>B: Get per-user component usages
    B-->>SA: Per-user target usages
    SA->>SA: Reverse-convert via ComponentMapper
    Note over SA: node_hours = gpu_hours/5 + storage_gb_hours/10
    SA-->>A: Usage report in source components (node_hours)

Component Mapping

The ComponentMapper handles bidirectional conversion between component types on Waldur A (source) and Waldur B (target).

graph LR
    subgraph "Waldur A (Source)"
        NH[node_hours = 100]
    end

    subgraph "ComponentMapper"
        direction TB
        FWD["Forward (limits)<br/>value x factor"]
        REV["Reverse (usage)<br/>value / factor"]
    end

    subgraph "Waldur B (Target)"
        GPU[gpu_hours = 500<br/>factor: 5.0]
        STOR[storage_gb_hours = 1000<br/>factor: 10.0]
    end

    NH -- "100 x 5" --> GPU
    NH -- "100 x 10" --> STOR

    GPU -- "500 / 5 = 100" --> REV
    STOR -- "800 / 10 = 80" --> REV
    REV -- "100 + 80 = 180" --> NH

    classDef source fill:#e3f2fd
    classDef mapper fill:#e8f5e9
    classDef target fill:#fff3e0

    class NH source
    class FWD,REV mapper
    class GPU,STOR target

Passthrough mode: When no target_components are configured for a component, it maps 1:1 with the same name and factor 1.0.

Fan-out: A single source component can map to multiple target components.

Fan-in (reverse): Multiple target components contributing to the same source component are summed: source = SUM(target_value / factor).

Configuration

Full Example (Polling Mode)

offerings:
  - name: "Federated HPC Access"
    waldur_api_url: "https://waldur-a.example.com/api/"
    waldur_api_token: "token-for-waldur-a"
    waldur_offering_uuid: "offering-uuid-on-waldur-a"
    backend_type: "waldur"
    order_processing_backend: "waldur"
    membership_sync_backend: "waldur"
    reporting_backend: "waldur"
    backend_settings:
      target_api_url: "https://waldur-b.example.com/api/"
      target_api_token: "service-account-token-for-waldur-b"
      target_offering_uuid: "offering-uuid-on-waldur-b"
      target_customer_uuid: "customer-uuid-on-waldur-b"
      user_match_field: "cuid"        # cuid | email | username
      order_poll_timeout: 300          # seconds
      order_poll_interval: 5           # seconds
      user_not_found_action: "warn"    # warn | fail
      identity_bridge_source: "isd:efp"  # Required for identity bridge user resolution
      role_mapping:                      # Optional: translate role names A -> B
        PROJECT.ADMIN: PROJECT.ADMIN
        PROJECT.MANAGER: PROJECT.MANAGER
        PROJECT.MEMBER: PROJECT.MEMBER
    backend_components:
      node_hours:
        measured_unit: "Hours"
        unit_factor: 1
        accounting_type: "usage"
        label: "Node Hours"
        target_components:
          gpu_hours:
            factor: 5.0
          storage_gb_hours:
            factor: 10.0

Full Example (Event Processing with Target STOMP)

offerings:
  - name: "Federated HPC Access"
    waldur_api_url: "https://waldur-a.example.com/api/"
    waldur_api_token: "token-for-waldur-a"
    waldur_offering_uuid: "offering-uuid-on-waldur-a"
    backend_type: "waldur"
    order_processing_backend: "waldur"
    membership_sync_backend: "waldur"
    reporting_backend: "waldur"

    # Source STOMP: receive events from Waldur A
    stomp_enabled: true
    websocket_use_tls: true
    # stomp_ws_host: "waldur-a.example.com"  # defaults to API host
    # stomp_ws_port: 443                      # defaults to 443 (TLS) or 80
    # stomp_ws_path: "/rmqws-stomp"           # defaults to /rmqws-stomp

    backend_settings:
      target_api_url: "https://waldur-b.example.com/"
      target_api_token: "service-account-token-for-waldur-b"
      target_offering_uuid: "offering-uuid-on-waldur-b"
      target_customer_uuid: "customer-uuid-on-waldur-b"
      user_match_field: "cuid"
      order_poll_timeout: 300
      order_poll_interval: 5
      user_not_found_action: "warn"
      identity_bridge_source: "isd:efp"
      role_mapping:
        PROJECT.ADMIN: PROJECT.ADMIN
        PROJECT.MANAGER: PROJECT.MANAGER
      # Target STOMP: subscribe to ORDER events on Waldur B
      target_stomp_enabled: true

    backend_components:
      node_hours:
        measured_unit: "Hours"
        unit_factor: 1
        accounting_type: "usage"
        label: "Node Hours"
        target_components:
          gpu_hours:
            factor: 5.0
          storage_gb_hours:
            factor: 10.0

Passthrough Configuration

When Waldur A and Waldur B use the same component types, omit target_components:

    backend_components:
      cpu:
        measured_unit: "Hours"
        unit_factor: 1
        accounting_type: "usage"
        label: "CPU Hours"
      mem:
        measured_unit: "GB"
        unit_factor: 1
        accounting_type: "usage"
        label: "Memory GB"

Source STOMP Settings (Offering Level)

These settings are on the offering itself (not inside backend_settings):

Setting	Required	Default	Description
stomp_enabled	No	false	Enable STOMP event processing from Waldur A
websocket_use_tls	No	true	Use TLS for WebSocket connections
stomp_ws_host	No	API host	STOMP WebSocket host (defaults to Waldur A API host)
stomp_ws_port	No	443/80	STOMP WebSocket port (443 for TLS, 80 otherwise)
stomp_ws_path	No	/rmqws-stomp	STOMP WebSocket path

Backend Settings Reference

Setting	Required	Default	Description
target_api_url	Yes	--	Base URL for Waldur B API
target_api_token	Yes	--	Service account token for Waldur B
target_offering_uuid	Yes	--	Offering UUID on Waldur B
target_customer_uuid	Yes	--	Customer/organization UUID on Waldur B
user_match_field	No	cuid	User matching strategy: cuid, email, or username
order_poll_timeout	No	300	Max seconds to wait for synchronous order completion (update/terminate)
order_poll_interval	No	5	Seconds between synchronous order state polls
user_not_found_action	No	warn	When user not found: warn or fail
target_stomp_enabled	No	false	STOMP on B for instant order completion (requires Slurm offering)
identity_bridge_source	No	""	ISD source identifier for identity bridge (e.g. isd:efp)
user_resolve_method	No	identity_bridge	User lookup: identity_bridge, remote_eduteams, user_field
role_mapping	No	{}	Map source role names to target (e.g. PROJECT.ADMIN: PROJECT.MANAGER)

Required User Permissions

The plugin uses two API tokens that connect to different Waldur instances. Each token must belong to a user with the appropriate permissions.

Waldur A Token (waldur_api_token)

This token authenticates against Waldur A (the source instance). The user must have OFFERING.MANAGER role on the offering specified by waldur_offering_uuid.

Required capabilities:

• List and manage offering users on offering A
• List and process marketplace orders on offering A
• Report component usages on offering A
• Register agent identities (requires CREATE_OFFERING permission on the offering's customer, granted to OFFERING.MANAGER)
• Subscribe to STOMP events for the offering (when stomp_enabled: true)

Waldur B Token (target_api_token)

This token authenticates against Waldur B (the target instance). The user must be:

• Customer owner on their own organization (can be a non-SP customer separate from the service provider that owns the offering)
• ISD identity manager (is_identity_manager: true with managed_isds set)

The user does not need OFFERING.MANAGER or customer owner on the SP that owns the target offering. Access to offering B's offering users is granted via ISD overlap (managed_isds intersecting offering users' active_isds).

Required capabilities:

• List offering users on offering B (via ISD identity manager overlap)
• Create and manage marketplace orders on offering B
• Create and manage projects under target_customer_uuid
• Resolve users on Waldur B (via CUID, email, or username)
• Add and remove users from projects on Waldur B
• Read component usages from resources on Waldur B

If target_stomp_enabled: true, agent identity registration uses the ISD manager path (no OFFERING.MANAGER needed):

• Register agent identities on the target STOMP offering via IDM path
• Create event subscriptions and subscription queues on Waldur B

If identity_bridge_source is set (identity bridge mode), the user additionally requires:

• POST to /api/identity-bridge/ on Waldur B
• POST to /api/identity-bridge/remove/ on Waldur B

Component Target Configuration

Each source component can optionally define target_components:

Field	Required	Default	Description
factor	No	1.0	Conversion factor (must be > 0). Target = source x factor

Usage

Agent Modes

# Process orders: create/update/terminate resources on Waldur B
uv run waldur_site_agent -m order_process -c config.yaml

# Report usage: pull from Waldur B, reverse-convert, report to Waldur A
uv run waldur_site_agent -m report -c config.yaml

# Sync memberships: resolve users and manage project teams on Waldur B
uv run waldur_site_agent -m membership_sync -c config.yaml

# Event processing: STOMP-based real-time order/membership handling
# Requires stomp_enabled: true in config
uv run waldur_site_agent -m event_process -c config.yaml

Agent Mode Data Flow

graph TB
    subgraph "order_process mode"
        OP_FETCH[Fetch pending orders<br/>from Waldur A]
        OP_CREATE[Create resource<br/>on Waldur B]
        OP_UPDATE[Update limits<br/>on Waldur B]
        OP_DELETE[Terminate resource<br/>on Waldur B]
        OP_REPORT[Report result<br/>to Waldur A]

        OP_FETCH --> OP_CREATE
        OP_FETCH --> OP_UPDATE
        OP_FETCH --> OP_DELETE
        OP_CREATE --> OP_REPORT
        OP_UPDATE --> OP_REPORT
        OP_DELETE --> OP_REPORT
    end

    subgraph "report mode"
        R_LIST[List resources<br/>on Waldur B]
        R_PULL[Pull component usages<br/>+ per-user usages]
        R_CONVERT[Reverse-convert<br/>via ComponentMapper]
        R_SUBMIT[Submit usage<br/>to Waldur A]

        R_LIST --> R_PULL --> R_CONVERT --> R_SUBMIT
    end

    subgraph "membership_sync mode"
        M_DIFF[Compute membership diff<br/>Waldur A vs Waldur B]
        M_RESOLVE[Resolve users<br/>cuid / email / identity bridge]
        M_MAP[Map role names<br/>via role_mapping]
        M_ADD[Add to project<br/>on Waldur B]
        M_REMOVE[Remove from project<br/>on Waldur B]

        M_DIFF --> M_RESOLVE
        M_RESOLVE --> M_MAP
        M_MAP --> M_ADD
        M_MAP --> M_REMOVE
    end

    classDef orderMode fill:#e3f2fd
    classDef reportMode fill:#e8f5e9
    classDef memberMode fill:#f3e5f5

    class OP_FETCH,OP_CREATE,OP_UPDATE,OP_DELETE,OP_REPORT orderMode
    class R_LIST,R_PULL,R_CONVERT,R_SUBMIT reportMode
    class M_DIFF,M_RESOLVE,M_ADD,M_REMOVE memberMode

Plugin Structure

plugins/waldur/
├── pyproject.toml                         # Package metadata + entry points
├── README.md
├── waldur_site_agent_waldur/
│   ├── __init__.py
│   ├── backend.py                         # WaldurBackend(BaseBackend)
│   ├── client.py                          # WaldurClient(BaseClient)
│   ├── component_mapping.py               # ComponentMapper (forward + reverse)
│   ├── schemas.py                         # Pydantic validation schemas
│   ├── target_event_handler.py            # STOMP handler for Waldur B ORDER events
│   └── username_backend.py               # Identity bridge username management backend
└── tests/
    ├── __init__.py
    ├── conftest.py                        # Shared test fixtures
    ├── integration_helpers.py             # Test setup helpers (WaldurTestSetup)
    ├── test_backend.py                    # Backend unit tests (64 tests)
    ├── test_client.py                     # Client tests (20 tests)
    ├── test_component_mapping.py          # Mapper tests (22 tests)
    ├── test_integration.py                # Integration tests (76 tests)
    ├── test_integration_username_sync.py  # Username sync + STOMP event routing (18 tests)
    ├── test_target_event_handler.py       # Target event handler tests
    ├── test_username_backend.py           # Identity bridge username backend tests (22 tests)
    └── e2e/                               # End-to-end tests against live instances
        ├── conftest.py                    # E2E fixtures, AutoApproveWaldurBackend, MessageCapture
        ├── test_e2e_federation.py         # REST polling lifecycle tests (create, update, terminate)
        ├── test_e2e_stomp.py              # STOMP event tests (connections + event flow)
        ├── test_e2e_membership_sync.py    # Membership sync: add/remove user with role mapping
        ├── test_e2e_username_sync.py      # Username sync from Waldur B to A
        ├── test_e2e_usage_sync.py         # Usage sync from Waldur B to A
        ├── test_e2e_offering_user_pubsub.py # OFFERING_USER STOMP event tests
        ├── test_e2e_order_rejection.py    # Order rejection flow
        └── TEST_PLAN.md                   # Detailed E2E test plan

Entry Points

The plugin registers four entry points for automatic discovery:

[project.entry-points."waldur_site_agent.backends"]
waldur = "waldur_site_agent_waldur.backend:WaldurBackend"

[project.entry-points."waldur_site_agent.component_schemas"]
waldur = "waldur_site_agent_waldur.schemas:WaldurComponentSchema"

[project.entry-points."waldur_site_agent.backend_settings_schemas"]
waldur = "waldur_site_agent_waldur.schemas:WaldurBackendSettingsSchema"

[project.entry-points."waldur_site_agent.username_management_backends"]
waldur-identity-bridge = "waldur_site_agent_waldur.username_backend:WaldurIdentityBridgeUsernameBackend"

User Resolution

During membership sync, the agent must resolve local user identifiers (from Waldur A) to user UUIDs on Waldur B. Two settings control this:

• user_resolve_method — how to look up the user (which API to call)
• user_match_field — what field the local identifier represents

user_resolve_method

• identity_bridge (default) — POST /api/identity-bridge/. Idempotent create/update, returns UUID. Requires identity_bridge_source.
• remote_eduteams — POST /api/remote-eduteams/. Server-side eduTEAMS OIDC lookup by CUID. Requires OIDC on Waldur B.
• user_field — GET /api/users/?{field}={value}. User list lookup. Field from user_match_field (cuid falls back to username).

user_match_field

Value	Description
cuid (default)	Local identifier is an eduTeams CUID
email	Local identifier is an email address
username	Local identifier is a username

user_match_field is used directly by remote_eduteams and user_field methods. For identity_bridge, it is not used — the local identifier is always sent as the username parameter to the identity bridge API.

user_not_found_action

When a user cannot be resolved on Waldur B:

• warn (default): Log a warning and skip the user
• fail: Raise a BackendError (caught per-user, does not abort the batch)

Resolved user UUIDs are cached for the lifetime of the backend instance to minimize API calls.

Choosing the Right Combination

Scenario	user_resolve_method	user_match_field	Notes
eduTEAMS federation, Waldur B has OIDC	remote_eduteams	cuid	Classic setup.
Identity bridge pushes users	identity_bridge	cuid	No OIDC needed.
Match by email	user_field	email	No IdP dependency.
Match by username	user_field	username	No IdP dependency.

Example: Identity Bridge Resolution

backend_settings:
  target_api_url: "https://waldur-b.example.com/"
  target_api_token: "service-account-token"
  target_offering_uuid: "..."
  target_customer_uuid: "..."
  user_resolve_method: "identity_bridge"
  user_match_field: "cuid"
  identity_bridge_source: "isd:efp"

Example: Remote eduTEAMS Resolution (default)

backend_settings:
  target_api_url: "https://waldur-b.example.com/"
  target_api_token: "service-account-token"
  target_offering_uuid: "..."
  target_customer_uuid: "..."
  user_resolve_method: "remote_eduteams"  # override default (identity_bridge)
  user_match_field: "cuid"

Role Mapping

When user role events are forwarded from Waldur A to Waldur B, the agent can translate role names using the role_mapping backend setting. This is useful when the two Waldur instances use different role naming conventions.

Role Mapping Configuration

backend_settings:
  role_mapping:
    PROJECT.ADMIN: PROJECT.ADMIN
    PROJECT.MANAGER: PROJECT.MANAGER
    PROJECT.MEMBER: PROJECT.MEMBER

If a role name is not found in the mapping, it is passed through unchanged. If role_mapping is empty or not set, all role names pass through unchanged.

Role Mapping Flow

1. A user_role STOMP event arrives from Waldur A with role_name (e.g. PROJECT.MANAGER)
2. The event handler passes role_name to OfferingMembershipProcessor.process_user_role_changed()
3. The processor calls WaldurBackend.add_user() or remove_user() with role_name=...
4. WaldurBackend._map_role() translates the role name via role_mapping
5. The mapped role is looked up by name on Waldur B (roles_list API) to get its UUID
6. The user is added/removed from the project on Waldur B with the correct role UUID

Default Role

When no role_name is provided in a STOMP event (e.g. batch membership sync), the default role PROJECT.ADMIN is used. This can be overridden via role_mapping if needed.

Identity Bridge Integration

The plugin includes a username management backend (waldur-identity-bridge) that pushes user profiles from Waldur A to Waldur B via the Identity Bridge API before membership sync. This ensures users exist on Waldur B before the agent tries to resolve and add them to projects.

Identity Bridge Flow

1. During membership sync, sync_user_profiles() is called before user resolution
2. For each offering user on Waldur A, it sends POST /api/identity-bridge/ to Waldur B
3. Identity Bridge creates the user if they don't exist, or updates attributes if they do
4. Users that disappear from the offering are deactivated via POST /api/identity-bridge/remove/

Identity Bridge Configuration

offerings:
  - name: "Federated HPC Access"
    waldur_api_url: "https://waldur-a.example.com/api/"
    waldur_api_token: "token-for-waldur-a"
    waldur_offering_uuid: "offering-uuid-on-waldur-a"
    username_management_backend: "waldur-identity-bridge"
    backend_type: "waldur"
    backend_settings:
      target_api_url: "https://waldur-b.example.com/api/"
      target_api_token: "service-account-token-for-waldur-b"
      target_offering_uuid: "offering-uuid-on-waldur-b"
      target_customer_uuid: "customer-uuid-on-waldur-b"
      user_resolve_method: "identity_bridge"
      identity_bridge_source: "isd:efp"  # Required for identity bridge

Identity Bridge Settings

Setting	Required	Default	Description
identity_bridge_source	Yes	""	ISD source identifier (e.g. isd:efp). Format: <type>:<name>.

User Attributes Synced

The backend pushes all exposed offering user attributes to identity bridge, including: first name, last name, email, organization, affiliations, phone number, gender, birth date, nationality, and other profile fields configured via OfferingUserAttributeConfig.

Project Mapping

Projects on Waldur B are tracked using backend_id:

backend_id = "{customer_uuid_on_A}_{project_uuid_on_A}"

On each resource creation, the plugin:

1. Searches for an existing project on Waldur B with the matching backend_id
2. Creates a new project under the configured target_customer_uuid if not found
3. Uses the project for all subsequent operations on that resource

Testing

# Run unit tests
.venv/bin/python -m pytest plugins/waldur/tests/test_backend.py -v
.venv/bin/python -m pytest plugins/waldur/tests/test_client.py -v
.venv/bin/python -m pytest plugins/waldur/tests/test_component_mapping.py -v
.venv/bin/python -m pytest plugins/waldur/tests/test_target_event_handler.py -v

# Run integration tests (requires WALDUR_INTEGRATION_TESTS=true)
WALDUR_INTEGRATION_TESTS=true \
.venv/bin/python -m pytest plugins/waldur/tests/test_integration.py -v

# Run all E2E tests (REST + STOMP) against live instances
WALDUR_E2E_TESTS=true \
WALDUR_E2E_CONFIG=puhuri-federation-config.yaml \
WALDUR_E2E_PROJECT_A_UUID=<uuid> \
.venv/bin/python -m pytest plugins/waldur/tests/e2e/ -v -s

# Run REST polling E2E tests only (Tests 1-4)
WALDUR_E2E_TESTS=true \
WALDUR_E2E_CONFIG=puhuri-federation-config.yaml \
WALDUR_E2E_PROJECT_A_UUID=<uuid> \
.venv/bin/python -m pytest plugins/waldur/tests/e2e/test_e2e_federation.py -v -s

# Run STOMP event E2E tests only (Tests 5-7)
WALDUR_E2E_TESTS=true \
WALDUR_E2E_CONFIG=puhuri-federation-config.yaml \
WALDUR_E2E_PROJECT_A_UUID=<uuid> \
.venv/bin/python -m pytest plugins/waldur/tests/e2e/test_e2e_stomp.py -v -s

# Run with coverage
.venv/bin/python -m pytest plugins/waldur/tests/ --cov=waldur_site_agent_waldur

Test Coverage

Module	Tests	Focus
test_component_mapping.py	22	Forward/reverse conversion, passthrough, round-trip
test_client.py	20	API operations with mocked waldur_api_client
test_backend.py	64	Resource lifecycle, async orders, usage reporting, membership sync, role mapping
test_username_backend.py	22	Identity bridge username backend, attribute mapping, user sync
test_target_event_handler.py	19	STOMP ORDER event handling, source order state updates
test_integration.py	76	Integration tests against real single Waldur instance
test_identity_bridge_integration.py	8	Identity bridge integration tests
test_integration_username_sync.py	18	Username sync, STOMP event routing, periodic reconciliation
e2e/test_e2e_federation.py	4	REST polling lifecycle (create, update, terminate)
e2e/test_e2e_stomp.py	4	STOMP connections + event capture + order flow + cleanup
e2e/test_e2e_membership_sync.py	6	Membership add/remove with identity bridge + role mapping
e2e/test_e2e_username_sync.py	7	Username sync from Waldur B to A
e2e/test_e2e_usage_sync.py	7	Usage sync with component reverse conversion
e2e/test_e2e_offering_user_pubsub.py	6	OFFERING_USER STOMP events
e2e/test_e2e_order_rejection.py	5	Order rejection propagation

Comparison with marketplace_remote

This plugin replaces the marketplace_remote Django app from waldur-mastermind:

Capability	marketplace_remote	This Plugin
Order forwarding	Celery tasks + Django signals	Polling + optional STOMP events, stateless
Order creation	Synchronous (Celery blocks)	Non-blocking (returns immediately, tracks async)
Project tracking	Django model (ProjectUpdateRequest)	backend_id on Waldur B projects
Order polling	Celery retries (OrderStatePullTask)	check_pending_order() on subsequent cycles
Target events	N/A	Optional STOMP subscription for instant completion
Usage pulling	Direct DB writes (ComponentUsage model)	API fetch + reverse conversion
User sync	eduTeams CUID only	Configurable: cuid / email / username
Component mapping	1:1 (same component types)	Configurable conversion factors
State management	Django ORM	Stateless (no local DB)
Offering sync	Yes (pull offerings, plans, screenshots)	Not needed (configured in YAML)
Invoice pulling	Yes	Not applicable (Waldur A handles billing)
Robot accounts	Yes	Not applicable