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Add Outbound Remote Signer implementation #8754

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@ViktorTigerstrom ViktorTigerstrom commented May 14, 2024

This PR introduces the functionality to utilize an alternative remote signer implementation, in which the remote signer node establishes an outbound connection to the watch-only node.

In the existing remote signer implementation, the watch-only node establishes an outbound connection to the remote signer, which accepts an inbound connection. The implementation introduced by this PR eliminates the need for the remote signer to allow any inbound connections.

To enable an outbound remote signer using the functionality introduced in this PR, please run make release-install & follow these steps:
https://github.com/ViktorTigerstrom/lnd/blob/2024-05-add-outbound-remote-signer/docs/remote-signing.md#outbound-remote-signer-example

Note:
This PR does not address the requirement for the remote signer to remain online while the watch-only node is operational. Currently, all RPC requests sent to the Remote signer will fail if it goes offline, and the health monitor will then proceed to shutdown the watch-only node. Additionally, this PR does not implement any validation on the remote signer side, i.e. the Remote Signer will blindly sign whatever is sent to it.
These issues will be addressed in future PRs.

Final note:
I plan resolve any CI issues ASAP, so reviewers can await those fixes before starting the review if preferred. I also intend to add some review comments on a few points where feedback would be particularly helpful.

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@ViktorTigerstrom ViktorTigerstrom changed the title Add an Outbound Remote Signer implementation Add Outbound Remote Signer implementation May 14, 2024
@ViktorTigerstrom ViktorTigerstrom force-pushed the 2024-05-add-outbound-remote-signer branch 9 times, most recently from 0525eb6 to 6abefde Compare May 17, 2024 18:11
@ViktorTigerstrom ViktorTigerstrom force-pushed the 2024-05-add-outbound-remote-signer branch from 6abefde to b34174d Compare May 28, 2024 01:13
This commit adds additional config options to the RemoteSigner config,
enabling a new alternative remote signer implementation. This new
implementation sets up the connection between the remote signer and the
watch-only node in the opposite way compared to the previously available
implementation. In this setup, the remote signer will make an outbound
connection to the watch-only node, whereas the previous version allowed
an inbound connection from the watch-only node. Therefore, we call this
remote signer type an "outbound remote signer."

The actual implementation for this new version will be added in the
commits following this one. The new version is temporarily disabled in
the config validation until the implementation commits have been added.
The documentation for the DefaultRemoteSignerRPCTimeout constant
incorrectly specified that the value was also used as the timeout for
requests to and from the remote signer. However, the value is only used
as the timeout when setting up the connection to the remote signer.

This commit corrects the documentation to reflect the actual usage of
the constant.
To enable an outbound remote signer to connect to the watch-only lnd
node, we add a SignCoordinatorStreams bi-directional streaming RPC
endpoint. The stream created when the remote signer connects to this
endpoint can be used to pass any requests to the remote signer and to
receive the corresponding responses.

We clearly define the types of requests and responses that can be sent
over the stream, including all the requests that can be sent to the
remote signer with the previous implementation. Those are the ones sent
to the `signrpc.SignerClient` and `walletrpc.WalletKitClient` in the
`lnwallet/rpcwallet.go` file. We also include messages for the required
handshake between the remote signer and the watch-only node, and a
message that the remote signer can send if it encounters an error while
processing a request.
RemoteSigner is an interface that abstracts the communication with a
remote signer. It extends the RemoteSignerRequests interface. Note that
this is the interface for the remote signer on the watch-only node's
side.

As we'll add an outbound remote signer implementation in upcoming
commits, we need this interface to abstract the commonalities of both
the inbound and outbound remote signer implementations, so that the
RPCKeyRing doesn't need to know which type it's using.
This commit wraps the current remote signer implementation in the new
RemoteSigner interface within an InboundRemoteSigner struct.
`RemoteSignerBuilder` is a helper that creates instances of the
RemoteSigner interface based on the lncfg.RemoteSigner config. It is
intended to create different types of remote signers instances based on
the SignerType specified in the config.
As the RemoteSignerBuilder can now create an InboundRemoteSigner that
matches the functionality of the previous remote signer communication
implementation, we refactor the rpcwallet package to use a RemoteSigner
instance created by the RemoteSignerBuilder.
With the `RPCKeyRing` now having the `RemoteSigner` reference, we can
use that reference to call the `Ping` implementation of the
`RemoteSigner` interface for the health check of the remote signer.
This allows different types of remote signers to specify their own
implementation to verify if the remote signer is active.
The previous commits added the foundation for creating different types
of remote signer connections and defined the RPC that an outbound remote
signer would use to communicate with the watch-only node. We will now
define the implementation that the outbound signer node will use to set
up the stream to the watch-only node and process any sign request
messages that the watch-only node sends to the signer node.

This implementation is wrapped as the `RemoteSignerClient`. The
`RemoteSignerClient` will make an outbound gRPC connection to the
watch-only node to set up the stream between them and then process all
requests that the watch-only node sends to the remote signer by passing
them on to the respective `walletrpc.WalletKitServer` and
`signrpc.SignerServer`.

In the future, we may have more than one implementation of the remote
signer client beyond just an outbound remote signer client, and we might
then turn the `RemoteSignerClient` into a broader interface and rename
this specific implementation to the `OutboundSignerClient`.

Note once again that this is the implementation for the signer node
side, not the watch-only node.
This commit adds a RemoteSignerClient instance to the main lnd server.
The RemoteSignerClient will only fully start if it's enabled by the
configuration, i.e. the `remotesigner.signertype` is set to `signer`.

As we may have more than one implementation of the remote signer client
beyond just an outbound remote signer client in the future, we create
an remote signer client instance for any configuration.
As all the necessary pieces on the signer node side to let the remote
signer make an outbound connection to the watch-only node are in place,
we can now enable the signertype "signer" in the lncfg package.

Note that we still haven't created the implementation on the watch-only
node side to accept the connection and send the requests over the
stream. This will be added in the upcoming commits.
This commit introduces an implementation for the watch-only node to send
and receive messages over the `SignCoordinatorStreams` stream, which
serves as the connection stream with an outbound remote signer. Previous
commits added the `remoteSignerClient` implementation, defining the
signer node's side of this functionality.

The new implementation, called `SignCoordinator`, converts requests sent
to the remote signer into the corresponding `SignCoordinatorStreams`
request messages and transmits them over the stream. The requests we
send to a remote signer are defined in the `RPCKeyRing`
(`lnwallet/rpcwallet/rpcwallet.go`). When a response is received from
the outbound remote signer, it is then converted back into the
appropriate `walletrpc` or `signrpc` response.

Additionally, the `SignCoordinator` includes functions to block and
signal once the outbound remote signer has connected. Since requests
cannot be processed before the outbound remote signer connects, any
requests sent to the `SignCoordinator` will wait for the remote signer
to connect before being processed.
As the previous commit implemented the foundation for the watch-only
node to send and receive messages with an outbound remote signer (the
`SignCoordinator` implementation), we can now wrap this implementation
in the `RemoteSigner` interface, making it usable through the
`RPCKeyRing`. This commit introduces the `OutboundRemoteSigner`
implementation to achieve that.
To accept incoming connections from the remote signer and use the remote
signer stream for any required signatures on the watch-only node, we
must allow the connection from the remote signer before any signatures
are needed.

Currently, we only allow requests through the InterceptorChain into the
rpc-servers after the WalletState has been set to RpcActive. This status
is only set once the main RpcServer, along with all sub-servers, have
been fully started and populated with their dependencies.

The problem is that we need signatures from the remote signer to create
some of the dependencies for the sub-servers. Because of this, we need
to let the remote signer connect before all dependencies are created.

To enable this, we add a new WalletState, AllowRemoteSigner, which
allows connection requests from a remote signer to pass through the
InterceptorChain when the AllowRemoteSigner state is set. This state is
set before the RpcActive state.
Change the InterceptorChain behavior to allow a remote signer to call
the walletrpc.SignCoordinatorStreams while the rpcState is set to
allowRemoteSigner. This state precedes the rpcActive state, which
allows all RPCs.

This change is necessary because lnd needs the remote signer to be
connected before some of the internal dependencies for RPC sub-servers
can be created. These dependencies must be inserted into the sub-servers
before moving the rpcState to rpcActive.
The SetServerActive moves the rpcState from rpcActive to serverActive.
Update the docs to correctly reflect that.
To enable an outbound remote signer to connect to lnd before all
dependencies for the RPC sub-servers are created, we need to separate
the process of adding dependencies to the sub-servers from starting
them. Prior to this commit, the RPC sub-servers could only be started
once all dependencies were in place. This limitation prevented accepting
an incoming connection request from an outbound remote signer (e.g., a
walletrpc.SignCoordinatorStreams RPC call) to the WalletKitServer before
it was started. Therefore, we need to start at least the WalletKitServer
and the main RPC server before creating the rest of the dependencies.

This commit refactors the logic for the main RPC server and sub-servers,
allowing them to start before dependencies are inserted into the
sub-servers. The WalletState for the InterceptorChain is only set to
RpcActive after all dependencies have been created and inserted,
ensuring that RPC requests won't be allowed into the sub-servers before
the dependencies exist. An upcoming commit will set the state to
AllowRemoteSigner before all dependencies are created, enabling an
outbound remote signer to connect when needed.
This commit adds the `RemoteSigner` reference to the `WalletKit`
`Config`, enabling it to be accessed from the `WalletKit` sub-server.
When a remote signer connects by calling the `SignCoordinatorStreams`
RPC endpoint, we need to pass the stream from the outbound remote signer
to the `RemoteSigner` `Run` function. This change ensures that the
`RemoteSigner` `Run` function is reachable from the
`SignCoordinatorStreams` RPC endpoint implementation.
With the ability to reach the `RemoteSigner` `Run` function in the
`WalletKit` sub-server, we now implement the `SignCoordinatorStreams`
RPC endpoint.
This commit populates the `RemoteSigner` reference in the `WalletKit`
config before other dependencies are added. To ensure that an outbound
remote signer can connect before other dependencies are created, and
since we use this reference in the walletrpc `SignCoordinatorStreams`
RPC, we must populate this dependency prior to other dependencies during
the lnd startup process.
Previous commits added functionality to handle the incoming connection
from an outbound remote signer and ensured that the outbound remote
signer could connect before any signatures from the remote signer are
needed. However, one issue still remains: we need to ensure that we wait
for the outbound remote signer to connect when starting lnd before
executing any code that requires the remote signer to be connected.

This commit adds a `ReadySignal` function to the `WalletController` that
returns a channel, which will signal once the wallet is ready to be
used. For an `OutboundRemoteSigner`, this channel will only signal once
the outbound remote signer has connected. This can then be used to
ensure that lnd waits for the outbound remote signer to connect during
the startup process.
With the functionality in place to allow an outbound remote signer to
connect before any signatures are needed and the ability to wait for
this connection, this commit enables the functionality to wait for the
remote signer to connect before proceeding with the startup process.
This includes setting the `WalletState` in the `InterceptorChain` to
`AllowRemoteSigner` before waiting for the outbound remote signer to
connect.
With all the necessary components on the watch-only node side in place
to support usage of an outbound remote signer, we can now enable the
`outbound` signertype in the lncfg package.

This commit also adds support for the `outbound` signertype in the
`RemoteSignerBuilder`.
With support for the outbound remote signer now added, we update the
documentation to detail how to enable the use of this new remote signer
type.
Update the harness to allow creating a watch-only node without starting
it. This is useful for tests that need to create a watch-only node prior
to starting it, such as tests that use an outbound remote signer.
This commit fixes that word wrapping for the deriveCustomScopeAccounts
function docs, and ensures that it wraps at 80 characters or less.
@ViktorTigerstrom ViktorTigerstrom force-pushed the 2024-05-add-outbound-remote-signer branch from b34174d to aabced7 Compare May 28, 2024 10:35
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