First cut at HACKING document

svn:r567
This commit is contained in:
Nick Mathewson 2003-10-09 02:05:13 +00:00
parent 955c8bda2b
commit 43a2e32ace

View File

@ -1,11 +1,418 @@
Guide to Hacking Tor
0. Intro.
Onion Routing is still very much in development stages. This document
aims to get you started in the right direction if you want to understand
the code, add features, fix bugs, etc.
(As of 8 October 2003, this was all accurate. If you're reading this in
the distant future, stuff may have changed.)
Read the README file first, so you can get familiar with the basics.
0. Intro and required reading
Onion Routing is still very much in development stages. This document
aims to get you started in the right direction if you want to understand
the code, add features, fix bugs, etc.
Read the README file first, so you can get familiar with the basics of
installing and running an onion router.
Then, skim some of the introductory materials in tor-spec.txt,
tor-design.tex, and the Tor FAQ to learn more about how the Tor protocol
is supposed to work. This document will assume you know about Cells,
Circuits, Streams, Connections, Onion Routers, and Onion Proxies.
1. Code organization
1.1. The modules
The code is divided into two directories: ./src/common and ./src/or.
The "common" directory contains general purpose utility functions not
specific to onion routing. The "or" directory implements all
onion-routing and onion-proxy specific functionality.
Files in ./src/common:
aes.[ch] -- Implements the AES cipher (with 128-bit keys and blocks),
and a counter-mode stream cipher on top of AES. This code is
taken from the main Rijndael distribution. (We include this
because many people are running older versions of OpenSSL without
AES support.)
crypto.[ch] -- Wrapper functions to present a consistent interface to
public-key and symmetric cryptography operations from OpenSSL.
fakepoll.[ch] -- Used on systems that don't have a poll() system call;
reimplements() poll using the select() system call.
log.[ch] -- Tor's logging subsystem.
test.h -- Macros used by unit tests.
torint.h -- Provides missing [u]int*_t types for environments that
don't have stdint.h.
tortls.[ch] -- Wrapper functions to present a consistent interface to
TLS, SSL, and X.509 functions from OpenSSL.
util.[ch] -- Miscellaneous portability and convenience functions.
Files in ./src/or:
[General-purpose modules]
or.h -- Common header file: includes everything, define everything.
buffers.c -- Implements a generic buffer interface. Buffers are
fairly opaque string holders that can read to or flush from:
memory, file descriptors, or TLS connections.
Also implements parsing functions to read HTTP and SOCKS commands
from buffers.
tree.h -- A splay tree implementatio by Niels Provos. Used only by
dns.c.
config.c -- Code to parse and validate the configuration file.
[Background processing modules]
cpuworker.c -- Implements a separate 'CPU worker' process to perform
CPU-intensive tasks in the background, so as not interrupt the
onion router. (OR only)
dns.c -- Implements a farm of 'DNS worker' processes to perform DNS
lookups for onion routers and cache the results. [This needs to
be done in the background because of the lack of a good,
ubiquitous asynchronous DNS implementation.] (OR only)
[Directory-related functionality.]
directory.c -- Code to send and fetch directories and router
descriptors via HTTP. Directories use dirserv.c to generate the
results; clients use routers.c to parse them.
dirserv.c -- Code to manage directory contents and generate
directories. [Directory only]
routers.c -- Code to parse directories and router descriptors; and to
generate a router descriptor corresponding to this OR's
capabilities. Also presents some high-level interfaces for
managing an OR or OP's view of the directory.
[Circuit-related modules.]
circuit.c -- Code to create circuits, manage circuits, and route
relay cells along circuits.
onion.c -- Code to generate and respond to "onion skins".
[Core protocol implementation.]
connection.c -- Code used in common by all connection types. See
1.2. below for more general information about connections.
connection_edge.c -- Code used only by edge connections.
command.c -- Code to handle specific cell types. [OR only]
connection_or.c -- Code to implement cell-speaking connections.
[Toplevel modules.]
main.c -- Toplevel module. Initializes keys, handles signals,
multiplexes between connections, implements main loop, and drives
scheduled events.
tor_main.c -- Stub module containing a main() function. Allows unit
test binary to link against main.c
[Unit tests]
test.c -- Contains unit tests for many pieces of the lower level Tor
modules.
1.2. All about connections
All sockets in Tor are handled as different types of nonblocking
'connections'. (What the Tor spec calls a "Connection", the code refers
to as a "Cell-speaking" or "OR" connection.)
Connections are implemented by the connection_t struct, defined in or.h.
Not every kind of connection uses all the fields in connection_t; see
the comments in or.h and the assertions in assert_connection_ok() for
more information.
Every connection has a type and a state. Connections never change their
type, but can go through many state changes in their lifetime.
The connection types break down as follows:
[Cell-speaking connections]
CONN_TYPE_OR -- A bidirectional TLS connection transmitting a
sequence of cells. May be from an OR to an OR, or from an OP to
an OR.
[Edge connections]
CONN_TYPE_EXIT -- A TCP connection from an onion router to a
Stream's destination. [OR only]
CONN_TYPE_AP -- A SOCKS proxy connection from the end user to the
onion proxy. [OP only]
[Listeners]
CONN_TYPE_OR_LISTENER [OR only]
CONN_TYPE_AP_LISTENER [OP only]
CONN_TYPE_DIR_LISTENER [Directory only]
-- Bound network sockets, waiting for incoming connections.
[Internal]
CONN_TYPE_DNSWORKER -- Connection from the main process to a DNS
worker. [OR only]
CONN_TYPE_CPUWORKER -- Connection from the main process to a CPU
worker. [OR only]
Connection states are documented in or.h.
Every connection has two associated input and output buffers.
Listeners don't use them. With other connections, incoming data is
appended to conn->inbuf, and outgoing data is taken from the front of
conn->outbuf. Connections differ primarily in the functions called
to fill and drain these buffers.
1.3. All about circuits.
A circuit_t structure fills two roles. First, a circuit_t links two
connections together: either an edge connection and an OR connection,
or two OR connections. (When joined to an OR connection, a circuit_t
affects only cells sent to a particular ACI on that connection. When
joined to an edge connection, a circuit_t affects all data.)
Second, a circuit_t holds the cipher keys and state for sending data
along a given circuit. At the OP, it has a sequence of ciphers, each
of which is shared with a single OR along the circuit. Separate
ciphers are used for data going "forward" (away from the OP) and
"backward" (towards the OP). At the OR, a circuit has only two stream
ciphers: one for data going forward, and one for data going backward.
1.4. Asynchronous IO and the main loop.
Tor uses the poll(2) system call [or a substitute based on select(2)]
to handle nonblocking (asynchonous) IO. If you're not familiar with
nonblocking IO, check out the links at the end of this document.
All asynchronous logic is handled in main.c. The functions
'connection_add', 'connection_set_poll_socket', and 'connection_remove'
manage an array of connection_t*, and keep in synch with the array of
struct pollfd required by poll(2). (This array of connection_t* is
accessible via get_connection_array, but users should generally call
one of the 'connection_get_by_*' functions in connection.c to look up
individual connections.)
To trap read and write events, connections call the functions
'connection_{is|stop|start}_{reading|writing}'.
When connections get events, main.c calls conn_read and conn_write.
These functions dispatch events to connection_handle_read and
connection_handle_write as appropriate.
When connection need to be closed, they can respond in two ways. Most
simply, they can make connection_handle_* to return an error (-1),
which will make conn_{read|write} close them. But if the connection
needs to stay around [XXXX explain why] until the end of the current
iteration of the main loop, it marks itself for closing by setting
conn->connection_marked_for_close.
The main loop handles several other operations: First, it checks
whether any signals have been received that require a response (HUP,
KILL, USR1, CHLD). Second, it calls prepare_for_poll to handle recurring
tasks and compute the necessary poll timeout. These recurring tasks
include periodically fetching the directory, timing out unused
circuits, incrementing flow control windows and re-enabling connections
that were blocking for more bandwidth, and maintaining statistics.
A word about TLS: Using TLS on OR connections complicates matters in
two ways. First, a TLS stream has its own read buffer independent of
the connection's read buffer. (TLS needs to read an entire frame from
the network before it can decrypt any data. Thus, trying to read 1
byte from TLS can require that several KB be read from the network and
decrypted. The extra data is stored in TLS's decrypt buffer.) Second,
the TLS stream's events do not correspond directly to network events:
sometimes, before a TLS stream can read, the network must be ready to
write -- or vice versa.
[XXXX describe the consequences of this for OR connections.]
1.5. How data flows (An illustration.)
Suppose an OR receives 50 bytes along an OR connection. These 50 bytes
complete a data relay cell, which gets decrypted and delivered to an
edge connection. Here we give a possible call sequence for the
delivery of this data.
(This may be outdated quickly.)
do_main_loop -- Calls poll(2), receives a POLLIN event on a struct
pollfd, then calls:
conn_read -- Looks up the corresponding connection_t, and calls:
connection_handle_read -- Calls:
connection_read_to_buf -- Notices that it has an OR connection so:
read_to_buf_tls -- Pulls data from the TLS stream onto conn->inbuf.
connection_process_inbuf -- Notices that it has an OR connection so:
connection_or_process_inbuf -- Checks whether conn is open, and calls:
connection_process_cell_from_inbuf -- Notices it has enough data for
a cell, then calls:
connection_fetch_from_buf -- Pulls the cell from the buffer.
cell_unpack -- Decodes the raw cell into a cell_t
command_process_cell -- Notices it is a relay cell, so calls:
command_process_relay_cell -- Looks up the circuit for the cell,
makes sure the circuit is live, then passes the cell to:
circuit_deliver_relay_cell -- Passes the cell to each of:
relay_crypt -- Strips a layer of encryption from the cell and
notice that the cell is for local delivery.
connection_edge_process_relay_cell -- extracts the cell's
relay command, and makes sure the edge connection is
open. Since it has a DATA cell and an open connection,
calls:
circuit_consider_sending_sendme -- [XXX]
connection_write_to_buf -- To place the data on the outgoing
buffer of the correct edge connection, by calling:
connection_start_writing -- To tell the main poll loop about
the pending data.
write_to_buf -- To actually place the outgoing data on the
edge connection.
connection_consider_sending_sendme -- [XXX]
[In a subsequent iteration, main notices that the edge connection is
ready for writing.]
do_main_loop -- Calls poll(2), receives a POLLOUT event on a struct
pollfd, then calls:
conn_write -- Looks up the corresponding connection_t, and calls:
connection_handle_write -- This isn't a TLS connection, so calls:
flush_buf -- Delivers data from the edge connection's outbuf to the
network.
connection_wants_to_flush -- Reports that all data has been flushed.
connection_finished_flushing -- Notices the connection is an exit,
and calls:
connection_edge_finished_flushing -- The connection is open, so it
calls:
connection_stop_writing -- Tells the main poll loop that this
connection has no more data to write.
connection_consider_sending_sendme -- [XXX]
1.6. Routers, descriptors, and directories
All Tor processes need to keep track of a list of onion routers, for
several reasons:
- OPs need to establish connections and circuits to ORs.
- ORs need to establish connections to other ORs.
- OPs and ORs need to fetch directories from a directory servers.
- ORs need to upload their descriptors to directory servers.
- Directory servers need to know which ORs are allowed onto the
network, what the descriptors are for those ORs, and which of
those ORs are currently live.
Thus, every Tor process keeps track of a list of all the ORs it knows
in a static variable 'directory' in the routers.c module. This
variable contains a routerinfo_t object for each known OR. On startup,
the directory is initialized to a list of known directory servers (via
router_get_list_from_file()). Later, the directory is updated via
router_get_dir_from_string(). (OPs and ORs retrieve fresh directories
from directory servers; directory servers generate their own.)
Every OR must periodically regenerate a router descriptor for itself.
The descriptor and the corresponding routerinfo_t are stored in the
'desc_routerinfo' and 'descriptor' static variables in routers.c.
Additionally, a directory server keeps track of a list of the
router descriptors it knows in a separte list in dirserv.c. It
uses this list, plus the open connections in main.c, to build
directories.
1.7. Data model
[XXX]
1.8. Flow control
[XXX]
2. Coding conventions
2.1. Details
Use tor_malloc, tor_strdup, and tor_gettimeofday instead of their
generic equivalents. (They always succeed or exit.)
Use INLINE instead of 'inline', so that we work properly on windows.
2.2. Calling and naming conventions
Whenever possible, functions should return -1 on error and and 0 on
success.
For multi-word identifiers, use lowercase words combined with
underscores. (e.g., "multi_word_identifier"). Use ALL_CAPS for macros and
constants.
Typenames should end with "_t".
Function names should be prefixed with a module name or object name. (In
general, code to manipulate an object should be a module with the same
name as the object, so it's hard to tell which convention is used.)
Functions that do things should have imperative-verb names
(e.g. buffer_clear, buffer_resize); functions that return booleans should
have predicate names (e.g. buffer_is_empty, buffer_needs_resizing).
2.3. What To Optimize
Don't optimize anything if it's not in the critical path. Right now,
the critical path seems to be AES, logging, and the network itself.
Feel free to do your own profiling to determine otherwise.
2.4. Log conventions
Log convention: use only these four log severities.
ERR is if something fatal just happened.
WARNING is something bad happened, but we're still running. The
bad thing is either a bug in the code, an attack or buggy
protocol/implementation of the remote peer, etc. The operator should
examine the bad thing and try to correct it.
(No error or warning messages should be expected during normal OR or OP
operation.. I expect most people to run on -l warning eventually. If a
library function is currently called such that failure always means
ERR, then the library function should log WARNING and let the caller
log ERR.)
INFO means something happened (maybe bad, maybe ok), but there's nothing
you need to (or can) do about it.
DEBUG is for everything louder than INFO.
[XXX Proposed convention: every messages of severity INFO or higher should
either (A) be intelligible to end-users who don't know the Tor source; or
(B) somehow inform the end-users that they aren't expected to understand
the message (perhaps with a string like "internal error"). Option (A) is
to be preferred to option (B). -NM]
3. References
About Tor
See http://freehaven.net/tor/
http://freehaven.net/tor/cvs/doc/tor-spec.txt
http://freehaven.net/tor/cvs/doc/tor-dessign.tex
http://freehaven.net/tor/cvs/doc/FAQ
About anonymity
See http://freehaven.net/anonbib/
About nonblocking IO
[XXX insert references]
# ======================================================================
# Old HACKING document; merge into the above, move into tor-design.tex,
# or delete.
# ======================================================================
The pieces.
Routers. Onion routers, as far as the 'tor' program is concerned,
@ -99,20 +506,6 @@ Robustness features.
Currently the code tries for the primary router first, and if it's down,
chooses the first available twin.
Coding conventions:
Log convention: use only these four log severities.
ERR is if something fatal just happened.
WARNING is something bad happened, but we're still running. The
bad thing is either a bug in the code, an attack or buggy
protocol/implementation of the remote peer, etc. The operator should
examine the bad thing and try to correct it.
(No error or warning messages should be expected. I expect most people
to run on -l warning eventually. If a library function is currently
called such that failure always means ERR, then the library function
should log WARNING and let the caller log ERR.)
INFO means something happened (maybe bad, maybe ok), but there's nothing
you need to (or can) do about it.
DEBUG is for everything louder than INFO.