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1# VM API parameter sanitization
2
3Validating parameter values passed to virtual memory APIs primarily from user
4space.
5
6## Overview
7
8VM parameter sanitization aims to eliminate shallow input validation
9bugs like overflows caused by rounding addresses to required page size,
10by providing a set of APIs that can be used to perform consistent, thorough
11mathematical checks on the input. This allows for the rest of the subsystem to
12freely operate on the input without worrying that future computations may
13overflow. Note that these APIs are meant to primarily catch issues with
14mathematical computation and are not responsible for checking if the input
15value is within certain expected bounds or valid in the context of a specific
16VM API.
17
18## Semantic types
19
20To enforce that sanitization is performed on input prior to use,
21unsafe input types are encapsulated as opaque types (i.e wrapped inside a
22transparent union) to the internal implementation of the VM APIs. Performing
23mathematical operations on these opaque values without calling the
24respective sanitization functions (that validates and unwraps them)
25will generate a compiler error.
26
27Types that are typically considered unsafe (i.e require sanitization) include:
28- Address/offset for example vm_offset_t and vm_address_t
29- Size for example vm_size_t
30- Various flags like vm_prot_t and vm_inherit_t
31
32## Sanitizer functions
33
34The functions that sanitize various types of input values are implemented
35in `vm_sanitize.c` and documented in their corresponding header
36`vm_sanitize_internal.h`.
37
38## VM API boundary
39
40VM functions can be called from three places: userspace, kexts, and xnu itself.
41Functions callable from userspace should be fully sanitized. Functions
42callable from kexts and xnu are less thoroughly covered today.
43
44## Telemetry and error code compatibility
45
46When VM parameter sanitization finds a problem, it does the following:
47- returns an error to the API's caller
48- optionally *rewrites* that error first, either to a different
49  error code or to `KERN_SUCCESS`.
50- optionally *telemeters* that error, sending it to CoreAnalytics and ktriage.
51
52The option to rewrite and/or telemeter is chosen based on the sanitizer
53type and on the identity of the VM API that called the sanitizer.
54The VM API identity is the `vm_sanitize_caller_t` passed to the sanitizer
55function. This identity contains function pointers that override the
56default behavior (i.e. no rewrite, no telemetry). The overrides, if any, are set
57by `VM_SANITIZE_DEFINE_CALLER` in `vm_sanitize_error_compat.c`.
58
59Error code rewrites change the error code to better match historical
60behavior for binary compatibility purposes. There are two possible rewrites:
611. rewrite an error code to be a different error code.
622. rewrite an error code to be `KERN_SUCCESS`. The VM API returns success
63   immediately without executing the rest of its implementation.
64Not all changed error codes are (or could be) rewritten.
65
66Telemetry similarly may record two cases:
671. The error code being returned differs from its historical value.
682. The error code being returned would be different from its historical
69   value, but a rewrite has changed it to match the historical value instead.
70Not all changed error codes are (or could be) telemetered. Currently all
71rewrites performed are telemetered.
72
73An outline of the sequence:
741. VM API calls a sanitizer function, passing its own identity in `vms_caller`.
752. `vm_sanitize_<kind>` looks for invalid parameters.
763. If an invalid parameter is found, the sanitizer calls
77   `vm_sanitize_err_compat_<kind>` to handle any rewrites or telemetry.
784. `vm_sanitize_err_compat_<kind>` looks for an override handler
79   for that type in the caller's identity, and calls it if present.
805. `vm_sanitize_err_compat_<kind>_<caller>`, the override handler, examines the
81   parameters and chooses whether to rewrite and/or telemeter this error.
82   It returns a `vm_sanitize_compat_rewrite_t` containing its decision.
836. `vm_sanitize_err_compat_<kind>` applies any requested error code rewrite
84   and sends any requested telemetry.
857. The VM API receives the error from the sanitizer and returns it.
86
87There is a complication in step #7: how do the error compat and
88the sanitizer tell the VM API that it should halt and return `KERN_SUCCESS`
89immediately, distinct from the sanitizer telling the VM API that
90sanitization succeeded and the VM API should proceed normally?
91The scheme looks like this:
92- sanitizer returns `KERN_SUCCESS`: VM API may proceed normally
93- sanitizer returns not-`KERN_SUCCESS`: VM API shall return immediately
94  - sanitizer returns `VM_ERR_RETURN_NOW`: VM API shall return `KERN_SUCCESS` now
95  - sanitizer returns any other error code: VM API shall return that error now
96The mapping of `VM_ERR_RETURN_NOW` to `KERN_SUCCESS` is performed by
97`vm_sanitize_get_kern_return`.
98
99## How to: add a new sanitizer or sanitized type
100
101When a new type needs sanitization, use one of the following macros to declare
102and define the encapsulated opaque version:
103- `VM_GENERATE_UNSAFE_ADDR`: Should be used for a new variant that represents
104  address or offset
105- `VM_GENERATE_UNSAFE_SIZE`: Should be used for a new variant that represents
106  size
107- `VM_GENERATE_UNSAFE_TYPE`: Should be used for other types that are not
108  address or size. For example, this macro is currently used to define the
109  opaque protections type `vm_prot_ut`.
110
111These opaque types are declared in `vm_types_unsafe.h`. There are also some
112variants of these macros for specific purposes:
113- 32 bit variants like `VM_GENERATE_UNSAFE_ADDR32` should be used for 32bit
114  variants of address, offset and size.
115- BSD variants like `VM_GENERATE_UNSAFE_BSD_ADDR` for types that are
116  specifically used in the BSD subsystem and not in mach (for example:
117  caddr_t).
118- EXT variants like `VM_GENERATE_UNSAFE_EXT` should not be used directly. They
119  are intermediate implementation macros.
120- `VM_GENERATE_UNSAFE_WRAPPER` is a special macro that is needed to avoid
121  compiler errors when pointers of opaque types of a specific kind are
122  interchangeably used as pointer of another opaque type of the same kind for
123  example:
124  ```
125  mach_vm_offset_ut *offset;
126  ...
127  mach_vm_address_ut *ptr = offset;
128  ```
129  These macros define a common opaque type for the entire kind that other
130  `_ADDR`/`_SIZE` macros redirect to.
131  ```
132  VM_GENERATE_UNSAFE_WRAPPER(uint64_t, vm_addr_struct_t);
133  ```
134  generates the common opaque type for address and offset. All the `_ADDR`
135  macros define respective opaque types as a typedef of
136  `vm_addr_struct_t`.
137  ```
138  VM_GENERATE_UNSAFE_ADDR(mach_vm_address_t, mach_vm_address_ut);
139  ```
140  typedefs `mach_vm_address_ut` as a `vm_addr_struct_t`.
141
142## How to: add sanitization to new VM API
143
144Once the opaque type is available to use, modify the respective
145declaration/definition of the entry point to use the opaque types.
146
147### Opaque types in function prototype
148
149#### Adoption in MIG
150
151For APIs that are exposed via MIG, adopting the new opaque type in the
152API requires some additional steps as we want the opaque types to only appear
153in the kernel headers, leaving the userspace headers unchanged.
154- Associate the safe type with its unsafe type using `VM_UNSAFE_TYPE` or
155  `VM_TYPE_SAFE_UNSAFE` macros. For example:
156  ```
157  type mach_vm_address_t = uint64_t VM_UNSAFE_TYPE(mach_vm_address_ut);
158  ```
159  will cause MIG to use the original type `mach_vm_address_t` in the userspace
160  headers that are generated by MIG, but overload with the unsafe type
161  `mach_vm_address_ut` for kernel headers.
162  Similarly,
163  ```
164  type pointer_t = ^array[] of MACH_MSG_TYPE_BYTE
165	VM_TYPE_SAFE_UNSAFE(vm_offset_t, pointer_ut);
166  ```
167  replaces `pointer_t` with `vm_offset_t` in userspace headers
168  and `pointer_ut` in kernel headers.
169- Ensure that `VM_KERNEL_SERVER` is defined at the top of the defs file before
170  any includes.
171- Adopt the opaque types in the function definition present in the `.c` file.
172  ```
173  kern_return_t
174  mach_vm_read(
175    	vm_map_t                map,
176    	mach_vm_address_ut      addr,
177    	mach_vm_size_ut         size,
178    	pointer_ut             *data_u,
179    	mach_msg_type_number_t *data_size)
180  ```
181
182#### Adoption in syscalls
183
184- Ensure that you have created the opaque types needed by the BSD subsystem
185  using `VM_GENERATE_UNSAFE_BSD_*` in `osfmk/mach/vm_types_unsafe.h`.
186- Add the new opaque type to `sys/_types/*` or `bsd/<arm or i386>/types.h`.
187  `caddr_ut` was added to `bsd/sys/_types/_caddr_t.h` and `user_addr_ut` was
188  added to `bsd/arm/types.h` and `bsd/i386/types.h`. When adding an opaque for
189  `caddr_t` you may also need to add opaque types for corresponding types like
190  `user_addr_t` as the syscall generated use those types.
191- Also add the types to `libsyscall/xcodescripts/create-syscalls.pl`.
192- Adopt the opaque type in the API in `syscalls.master`.
193  ```
194  203	AUE_MLOCK	ALL	{ int mlock(caddr_ut addr, size_ut len); }
195  ```
196  `mlock` uses opaque type `caddr_ut` for its address and `size_ut` for its
197  size.
198- Modify `bsd/kern/makesyscalls.sh` to handle the new types added.
199
200#### Adoption in mach traps
201
202Function prototypes aren't generated automatically for mach traps as is the
203case for syscalls. Therefore we need to modify the mach trap manually to use
204the opaque type in `osfmk/mach/mach_traps.h`.
205```
206struct _kernelrpc_mach_vm_deallocate_args {
207	PAD_ARG_(mach_port_name_t, target);     /* 1 word */
208	PAD_ARG_(mach_vm_address_ut, address);  /* 2 words */
209	PAD_ARG_(mach_vm_size_ut, size);        /* 2 words */
210};                                              /* Total: 5 */
211extern kern_return_t _kernelrpc_mach_vm_deallocate_trap(
212	struct _kernelrpc_mach_vm_deallocate_args *args);
213```
214### Perform sanitization
215
216Now that the internal function definitions see the opaque types, we need to
217perform the required sanitization. If multiple entry points call the same
218internal function, pass along the unsafe value and perform the check at the
219best choke point further down. For example the best choke point for the
220following APIs was `vm_map_copyin_internal`:
221- `mach_vm_read`
222- `vm_read`
223- `mach_vm_read_list`
224- `vm_read_list`
225- `vm_map_copyin`
226- `mach_vm_read_overwrite`
227- `mach_vm_copy`
228
229Once you have determined the right choke point create a
230`<function name>_sanitize` function that will sanitize all opaque types and
231return their unwrapped safe values. In this function you should call the
232sanitization functions provided in `vm_sanitize.c` to validate all opaque
233types adopted by the API. If you added a new type that doesn't have a
234corresponding sanitization function in `vm_sanitize.c`, please add one.
235For existing types, try to reuse the functions provided instead of
236writing new ones with specific purposes. `vm_sanitize.c` is meant to
237contain the basic blocks that could be chained to meet your specific
238requirements.
239
240#### Adding new functions to `vm_sanitize.c`
241
242- Mark function with `__attribute__((always_inline,
243  warn_unused_result))`.
244- Ensure that you return safe values on failure for all opaque types that
245  were supposed to be sanitized by the function.
246
247### Enforcement
248
249For files outside `osfmk/vm` and `bsd/vm` that need to see the opaque type
250add the following to their `conf/Makefile.template`:
251```
252kern_mman.o_CFLAGS_ADD += -DVM_UNSAFE_TYPES
253```
254
255## Tests
256
257Most VM API callable from userspace or kexts have tests that pass correct and
258incorrect input values, to verify that the functions return the expected error
259codes. These tests run every VM function that has sanitized parameters dozens
260or hundreds or thousands of times.
261
262The code for these tests is:
263- `tests/vm/vm_parameter_validation.c` (test `vm_parameter_validation_user`
264for userspace call sites)
265- `osfmk/tests/vm_parameter_validation_kern.c` (test
266`vm_parameter_validation_kern` for kernel or kext call sites)
267
268The expected error codes returned by these calls are stored in "golden" result
269files. If you change the error code of a VM API, or define a new flag bit that
270was previously unused, you may need to update the golden results.
271See `tests/vm/vm_parameter_validation.c` for instructions.
272
273You can run these tests locally. See `tests/vm/vm_parameter_validation.c`
274for instructions.
275
276A *trial* is a single VM function called with a single set of argument values.
277For example, `mach_vm_protect(VM_PROT_READ)` with address=0 and size=0 is a
278single trial.
279
280A *test* is made up of multiple trials: a single VM function called many
281times with many values for one sanitized parameter (or group of related
282parameters). For example, `mach_vm_protect(VM_PROT_READ)` with many different
283pairs of address and size is a single test. `mach_vm_protect` with a single
284valid address+size and many different `vm_prot_t` values is another test.
285
286The trial values in these tests are generally intended to provoke bugs
287that the sanitizers are supposed to catch. The list of trial values for
288address+size provokes various integer overflows if they are added and/or
289rounded. The list of trial values for flags like `vm_prot_t` includes at
290least one trial for every possible set bit. The list of trial values for
291a sanitized type or group of types is produced by a "generator". Each
292trial generator is in `osfmk/tests/vm_parameter_validation.h`.
293
294A test `harness` or `runner` is the loop that runs a VM function with
295every trial value, performing any setup necessary and collecting the results.
296These function names start with `test_`. For example,
297`test_mach_with_allocated_vm_prot_t` runs `vm_prot_t` trials of a VM API,
298each time passing it the address and size of a valid allocation and a
299different `vm_prot_t` value. This particular runner is used by some tests of
300`mach_vm_protect`, `mach_vm_wire`, and others.
301
302The output of all trials in one test is collected as `results_t`, storing the
303name of the test, the name of each trial, and the error code from each trial.
304The "error code" is also used for trial outcomes that are not return values
305from the VM API. For example, value `PANIC` means the trial was deliberately
306not executed because if it were it would have panicked and the test machinery
307can't handle that.
308
309After each test the collected results are processed. Normally this means
310comparing them to the expected results from the golden files. Test results
311may also be used to generate new golden files. Test results may also be
312dumped to console in their entirety. You can pipe dumped output to
313`tools/format_vm_parameter_validation.py`, which knows how to pretty-print
314some things.
315
316These tests are intended to exercise every kernel entry point from userspace
317directly, both MIG and syscall, even for functions that have no access via
318Libsystem or that Libsystem intercepts. For MIG entry points we generate our
319own MIG call sites; see `tests/Makefile` for details. For syscall entry points
320we sometimes call a `__function_name` entry point exported by Libsystem that
321is more direct than `function_name` would be. Examples: `__mmap`, `__msync`,
322`__msync_nocancel`.
323
324There are two sets of kernel entrypoints that are not exercised by these tests
325today:
3261. the MIG entrypoints that use 32-bit addresses, on platforms other than
327watchOS. These kernels respond to these MIG messages but Libsystem never sends
328them. We reviewed the vm32 implementations and decided they were safe and
329unlikely to do unsanitary things with the input values before passing them
330to VM API that perform sanitizations. These entrypoints should be disabled
331(rdar://124030574).
3322. the `kernelrpc` trap alternatives to some MIG entrypoints. We reviewed
333the trap implementations and decided they were safe and unlikely to do
334unsanitary things with the input values before passing them to VM API that
335perform sanitizations.
336
337## How to: add a new test
338
339You may need to write new tests in `vm_parameter_validation` if you do
340one of the following:
341- write a new VM API function (for userspace or kexts) that has parameters of
342sanitized types
343- implement sanitization in an existing VM API function for a parameter that
344was not previously sanitized
345
346Step 1: are you testing userspace callers (`tests/vm/vm_parameter_validation.c`),
347kernel/kext callers (`osfmk/tests/vm_parameter_validation_kern.c`), or both?
348If you are testing both kernel and userspace you may be able to share much of
349the implementation in the common file `osfmk/tests/vm_parameter_validation.h`.
350
351Step 2: decide what functions you are testing. Each API function with sanitized
352parameters get at least one test. Some functions are divided into multiple
353independent tests because the function has multiple modes of operation that
354use different parameter validation paths internally. For example,
355`mach_vm_allocate(VM_FLAGS_FIXED)` and `mach_vm_allocate(VM_FLAGS_ANYWHERE)`
356each get their own set of tests as if they were two different functions,
357because each handles their `addr/size` parameters differently.
358
359Step 3: decide what parameters you are testing. Each sanitized parameter or
360group of related parameters gets its own test. For example, `mach_vm_protect`
361has two parameter tests to perform, one for the protection parameter and one
362for the address and size parameters together. The sanitization of address and
363size are intertwined (we check for overflow of address+size), so they are
364tested together. The sanitization of the protection parameter is independent
365of the address and size, so it is tested separately.
366
367Step 4: for each parameter or group of parameters, decide what trial values
368should be tested. The trials should be exhaustive for small values, and
369exercise edge cases and invalid state for large values and interconnected
370values. `vm_prot_t` is exhaustive at the bit level (each bit is set in at
371least one trial) and probes edge cases like `rwx`. Address and size trials
372probe for overflows when the values are added and/or rounded to page sizes.
373Choose existing trial value generators for your parameters, or write new
374generators if you want a new type or different values for an existing type.
375Note that the trial name strings produced by the generator are used by
376`tools/format_vm_parameter_validation.py` to pretty-print your output;
377you may even want to edit that script to recognize new things from your
378code. The trial names are also used in the golden files; each trial
379name must be unique within a single test.
380
381Step 5: for each test, decide what setup is necessary for the test or for
382each trial in the test. Choose an existing test running or write a new
383runner with that setup and those trials. The test runner loops through
384the trial values produced by the trial generators above, performs the
385required setup for the test or for each trial, and calls the function
386to be tested. If there is an existing VM API with similar setup or
387similar parameters to yours then you can use the same runner or implement
388a variation on that runner.
389
390Step 6: if your VM API function has out parameters, test that they are
391modified or not modified as expected. This is not strictly related to
392parameter sanitization, but the sanitization error paths often have
393inconsistent out parameter handling so these tests are a convenient
394place to verify the desired behavior.
395
396Step 7: call all of your new tests from the top-level test functions
397`vm_parameter_validation_kern_test` and `vm_parameter_validation_user`.
398Wrap your calls in the same processing and deallocation functions as the
399other tests. You should not need to modify either of them. Note that string
400used to label the test (with the function and parameters being tested) is
401used by the pretty-printing in `tools/format_vm_parameter_validation.py`
402so choose it wisely; you may even want to edit that script to recognize
403new things from your code. The test name is also recorded in the golden
404files; each test name must be unique.
405
406Step 8: run your new tests and verify that the patterns of success and
407error are what you want. `tools/format_vm_parameter_validation.py` can
408pretty-print some of these outputs which makes them easier to examine.
409Make sure you test the platforms with unusual behavior, such as Intel
410and Rosetta where page sizes are different. See
411`tests/vm/vm_parameter_validation.c` for instructions on how to run your
412tests in BATS or locally.
413
414Step 9: if you are adding sanitization to an existing VM API, decide if
415you need error code compatibility handling. Run your new test before and
416after your new sanitization code is in place and compare the output from
417`DUMP_RESULTS=1`. If your new sanitization has changed the function's
418error code behavior then you may want to write error code compatibility
419rewrites and/or telemetry for binary compatibility.
420
421Step 10: update the "golden" files of expected results. This is done last
422when you are confident that your sanitization and tests are complete and
423stable. See `tests/vm/vm_parameter_validation.c` for instructions.
424