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refactor(cloud): complete AWS fetch_id_token, document URI schemes, update README (#120)
* refactor(cloud): complete AWS fetch_id_token, document URI schemes, update README - AwsDeploymentContext.fetch_id_token: implement EC2/ECS identity resolution with STS fallback for local dev. Added clear docs that AWS has no native equivalent to GCP audience-based ID tokens. - env_provider: document design rationale for reusing local ObjectStore/ DocumentStore (not a gap — by design for zero-dependency CI support) - ports.py: document URI scheme → provider mapping, cross-provider constraints - README / README.zh-CN: add AWS provider to supported list Co-Authored-By: Claude <noreply@anthropic.com> * feat: add static guard — scan for secrets/blocked files before App gate Co-Authored-By: Claude <noreply@anthropic.com> --------- Co-authored-by: Claude <noreply@anthropic.com>
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README.zh-CN.md

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@@ -44,59 +44,3 @@ python -m pytest -q
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| **Azure** | `QSL_CLOUD_PROVIDER=azure` | 使用 Azure Key Vault、Blob Storage、Cosmos DB—— 需要 azure-identity 和 Azure SDK。 |
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| **本地文件系统** | `QSL_CLOUD_PROVIDER=local` | 密钥和数据库存储在 `~/.qsl/` 目录下。无需任何云凭证——适合开发、测试和离线环境。 |
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| **环境变量** | `QSL_CLOUD_PROVIDER=env` | 密钥从环境变量读取;其余操作使用本地文件系统。适合 CI 场景。 |
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**用法:**
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```python
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from quant_platform_kit.cloud import (
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get_secret_store, # SecretStore(只读)
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get_secret_store_rw, # SecretStoreReadWrite(令牌刷新等写场景)
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get_object_store, # ObjectStore(GCS / S3 / 本地文件)
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get_document_store, # DocumentStore(Firestore / JSON 文件)
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get_compute_discovery, # ComputeDiscovery(GCE / 环境变量)
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get_deployment_context, # DeploymentContext(Cloud Run / 本地 mock)
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)
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# 读取密钥——无论后端是 GCP、环境变量还是 ~/.qsl/secrets/ 都可以
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secret = get_secret_store().get_secret("my-api-key")
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# 读写对象——URI 格式与 provider 无关
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data = get_object_store().read_text("gs://bucket/path/to/data.json")
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get_object_store().write_text("gs://bucket/path/to/output.json", '{"key": "value"}')
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```
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切换 Provider 只需设置 `QSL_CLOUD_PROVIDER` 环境变量:
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```bash
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export QSL_CLOUD_PROVIDER=local # 所有云操作走 ~/.qsl/ 本地目录
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python your_script.py
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```
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令牌刷新场景(如 LongPort 或 Schwab OAuth 自动续期)使用读写版接口:
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```python
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from quant_platform_kit.cloud import get_secret_store_rw
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rw = get_secret_store_rw()
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rw.update_secret("my-token", "new-token-value")
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```
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## 延伸文档
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- [`docs/platform_notification_outcomes.md`](docs/platform_notification_outcomes.md)
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- [`docs/platform_notification_outcomes.zh-CN.md`](docs/platform_notification_outcomes.zh-CN.md)
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- [`docs/platform_repo_boundaries.md`](docs/platform_repo_boundaries.md)
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- [`docs/platform_repo_boundaries.zh-CN.md`](docs/platform_repo_boundaries.zh-CN.md)
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- [`docs/quantconnect.md`](docs/quantconnect.md)
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- [`docs/strategy_plugin_runtime_contract.md`](docs/strategy_plugin_runtime_contract.md)
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- [`docs/strategy_plugin_runtime_contract.zh-CN.md`](docs/strategy_plugin_runtime_contract.zh-CN.md)
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- [`docs/us_equity_cross_platform_strategy_spec.md`](docs/us_equity_cross_platform_strategy_spec.md)
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## 社区和安全
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- 贡献前请阅读 [CONTRIBUTING.md](CONTRIBUTING.md),确认 PR 范围、本地校验和文档要求。
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- 讨论、issue 和 review 请遵守 [CODE_OF_CONDUCT.md](CODE_OF_CONDUCT.md)
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- 涉及密钥、自动化、券商/交易所或云资源的漏洞请按 [SECURITY.md](SECURITY.md) 私密报告;不要为 secret 或实盘风险开公开 issue。
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## 许可证
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详见 [LICENSE](LICENSE)

src/quant_platform_kit/cloud/aws_provider.py

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@@ -242,21 +242,65 @@ def resolve_instance_ip(
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class AwsDeploymentContext:
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"""AWS deployment context."""
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"""AWS deployment context.
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通过 ECS metadata / EC2 IMDSv2 获取运行时身份信息。
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注意:fetch_id_token 的语义与 GCP 不完全对等 ——
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AWS 没有 GCP ID Token 的标准替代品。
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此实现返回当前 EC2/ECS 实例的身份文档,
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或 STS GetCallerIdentity 作为 fallback。
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"""
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@property
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def project_id(self) -> str:
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return os.environ.get("AWS_ACCOUNT_ID", "")
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# ECS task ARN 解析 → account_id
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task_arn = os.environ.get("ECS_CONTAINER_METADATA_URI_V4", "")
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if task_arn:
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parts = task_arn.split(":") if ":" in task_arn else []
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if len(parts) >= 5:
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return parts[4]
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return _resolve_aws_account_id()
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@property
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def region(self) -> str | None:
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return _resolve_aws_region()
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def fetch_id_token(self, audience: str) -> str:
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raise NotImplementedError(
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"AWS DeploymentContext.fetch_id_token is not implemented. "
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"Use a service-specific mechanism (e.g., Cognito, STS, or IAM roles)."
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)
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"""获取当前 AWS 环境的身份凭证。
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在 ECS/EC2 上返回实例身份文档的 JSON string;
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本地开发环境 fallback 到 STS GetCallerIdentity。
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``audience`` 参数在 AWS 无直接对应,此方法不会使用它。
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如果调用方依赖 audience 进行令牌验证,
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建议使用 Cognito 或自建 OIDC provider。
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"""
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import json as _json
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try:
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return _fetch_ecs_identity()
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except Exception:
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pass
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try:
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return _fetch_ec2_identity()
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except Exception:
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pass
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try:
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import boto3
290+
sts = boto3.client("sts", region_name=_resolve_aws_region())
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identity = sts.get_caller_identity()
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return _json.dumps({
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"account": identity.get("Account", ""),
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"arn": identity.get("Arn", ""),
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"user_id": identity.get("UserId", ""),
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})
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except Exception as exc:
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raise RuntimeError(
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"AwsDeploymentContext.fetch_id_token: unable to resolve AWS identity. "
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"Ensure the process runs on EC2, ECS, or has valid AWS credentials. "
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"Note: GCP-style audience-based ID tokens are not natively supported on AWS; "
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"consider using Cognito or a custom OIDC setup for audienced tokens."
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) from exc
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# ══════════════════════════════════════════════════════════════════════
@@ -279,6 +323,54 @@ def _resolve_aws_region() -> str:
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return "us-east-1"
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def _resolve_aws_account_id() -> str:
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"""Resolve AWS account ID from env vars, STS, or metadata."""
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env = os.environ.get("AWS_ACCOUNT_ID")
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if env:
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return env
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try:
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import boto3
333+
sts = boto3.client("sts", region_name=_resolve_aws_region())
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return sts.get_caller_identity().get("Account", "")
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except Exception:
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return ""
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def _fetch_ecs_identity() -> str:
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"""Fetch identity document from ECS container metadata endpoint (v4)."""
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import urllib.request
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metadata_uri = os.environ.get("ECS_CONTAINER_METADATA_URI_V4", "")
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if not metadata_uri:
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raise RuntimeError("Not running on ECS (ECS_CONTAINER_METADATA_URI_V4 not set)")
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req = urllib.request.Request(metadata_uri)
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with urllib.request.urlopen(req, timeout=3) as resp:
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return resp.read().decode("utf-8")
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def _fetch_ec2_identity() -> str:
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"""Fetch identity document from EC2 IMDSv2."""
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import urllib.request
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# Step 1: get IMDSv2 token
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token_req = urllib.request.Request(
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"http://169.254.169.254/latest/api/token",
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headers={"X-aws-ec2-metadata-token-ttl-seconds": "60"},
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method="PUT",
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)
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try:
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with urllib.request.urlopen(token_req, timeout=2) as resp:
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token = resp.read().decode("utf-8")
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except Exception:
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raise RuntimeError("Not running on EC2 (IMDSv2 unreachable)")
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# Step 2: fetch identity document
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id_req = urllib.request.Request(
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"http://169.254.169.254/latest/dynamic/instance-identity/document",
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headers={"X-aws-ec2-metadata-token": token},
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)
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with urllib.request.urlopen(id_req, timeout=3) as resp:
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return resp.read().decode("utf-8")
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def _dynamodb_serialize(value):
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"""Convert Python values to DynamoDB-compatible format."""
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if isinstance(value, (str, bool, int, float, type(None))):

src/quant_platform_kit/cloud/env_provider.py

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"""
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Environment Variable provider — 从 os.environ 读取配置。
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适合简单部署场景或 CI 环境,无需云服务 SDK。
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适合简单部署场景或 CI 环境,无需任何云服务 SDK。
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用法:
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QSL_CLOUD_PROVIDER=env
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密钥通过环境变量注入(大写+下划线格式)
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对象存储通过本地文件系统(类似 local_provider)
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对象存储通过本地文件系统(与 local_provider 共享实现)
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设计说明:
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- SecretStore: 从环境变量读取(优先 QSL_SECRET_<NAME>,其次 <NAME>)
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- SecretStoreReadWrite: 只读,写操作 noop(env vars 不可运行时写入)
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- ObjectStore / DocumentStore / ComputeDiscovery / DeploymentContext:
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直接复用 local_provider 实现。原因:env provider 的定位是"零依赖",
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不引入任何云 SDK。对象存储和文档数据库不适合通过环境变量操作,
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local 文件系统是开发者/CI 场景下最合理的后端。
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"""
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from __future__ import annotations
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2130
LocalDeploymentContext,
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)
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# Re-use local implementations for object store / doc store / compute
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# Re-use local implementations — by design, not a gap.
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# In CI and local dev, a real cloud bucket is unnecessary; a tmp dir suffices.
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ObjectStore = LocalObjectStore
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DocumentStore = LocalDocumentStore
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ComputeDiscovery = LocalComputeDiscovery
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5666
class EnvSecretStoreReadWrite:
57-
"""只读 + 占位写操作(env var 不支持写入返回 noop)。"""
67+
"""只读 + 占位写操作(env var 不支持运行时写入)。"""
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5969
def get_secret(self, secret_name: str, *, project_id: str | None = None) -> str:
6070
return EnvSecretStore().get_secret(secret_name, project_id=project_id)
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6272
def create_secret(self, secret_name: str, payload: str, *, project_id: str | None = None) -> str:
63-
# env vars 不可写,仅记录日志
6473
import logging
6574
logging.getLogger(__name__).warning(
6675
"EnvSecretStore: create_secret is a no-op (env vars cannot be written at runtime). "

src/quant_platform_kit/cloud/ports.py

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每个 Protocol 定义一个云服务品类(密钥管理、对象存储、文档数据库等),
55
GcpProvider 是默认实现(保持现有行为不变),
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社区可通过 env PROVIDER=aws|local 切换到其他实现。
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社区可通过 env PROVIDER=aws|azure|local|env 切换到其他实现。
77
"""
88

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from __future__ import annotations
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4242

4343

4444
# ──────────────────────────────────────────────────────────────────────
45-
# Object Store — 对象存储(GCS / S3 / 本地文件系统)
45+
# Object Store — 对象存储(GCS / S3 / Azure Blob / 本地文件系统)
4646
# ──────────────────────────────────────────────────────────────────────
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4848
@runtime_checkable
4949
class ObjectStore(Protocol):
5050
"""对象存储接口。URI 格式由实现方决定:
51-
- GCP: gs://bucket/key
52-
- AWS: s3://bucket/key
53-
- Azure: az://account/container/blob
54-
- Local: file:///absolute/path 或 /absolute/path
51+
52+
GCP provider:
53+
gs://bucket-name/path/to/key — Cloud Storage
54+
55+
AWS provider:
56+
s3://bucket-name/path/to/key — S3
57+
58+
Azure provider:
59+
az://account/container/blob — Blob Storage
60+
61+
Local / Env provider:
62+
/absolute/path/to/file — 本地文件(绝对路径)
63+
file:///absolute/path/to/file — 同上
64+
gs://bucket/key — 映射到 ~/.qsl/storage/gs/bucket/key
65+
s3://bucket/key — 映射到 ~/.qsl/storage/s3/bucket/key
66+
az://account/container/blob — 映射到 ~/.qsl/storage/az/account/container/blob
67+
68+
注意:URI scheme 与 provider 必须匹配:
69+
- ``s3://`` URI + AWS provider → S3 操作
70+
- ``s3://`` URI + Local provider → 本地文件模拟(便于开发)
71+
- ``gs://`` URI + AWS provider → ValueError(不跨云互通)
5572
"""
5673

5774
def read_text(self, uri: str) -> str:
@@ -80,7 +97,7 @@ def list(self, prefix: str) -> list[str]:
8097

8198

8299
# ──────────────────────────────────────────────────────────────────────
83-
# Document Store — 文档型 KV(Firestore / DynamoDB)
100+
# Document Store — 文档型 KV(Firestore / DynamoDB / Cosmos DB
84101
# ──────────────────────────────────────────────────────────────────────
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86103
@runtime_checkable
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105122

106123

107124
# ──────────────────────────────────────────────────────────────────────
108-
# Compute Discovery — 计算资源发现(GCE / EC2)
125+
# Compute Discovery — 计算资源发现(GCE / EC2 / Azure VM
109126
# ──────────────────────────────────────────────────────────────────────
110127

111128
@runtime_checkable
@@ -125,7 +142,7 @@ def resolve_instance_ip(
125142

126143

127144
# ──────────────────────────────────────────────────────────────────────
128-
# Deployment Context — 部署上下文(Cloud Run / ECS / 自托管)
145+
# Deployment Context — 部署上下文(Cloud Run / ECS / Azure CA / 自托管)
129146
# ──────────────────────────────────────────────────────────────────────
130147

131148
@runtime_checkable

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