next.orly.dev/docs/POLICY_USAGE_GUIDE.md

ORLY Policy System Usage Guide

The ORLY relay implements a comprehensive policy system that provides fine-grained control over event storage and retrieval. This guide explains how to configure and use the policy system to implement custom relay behavior.

Overview

The policy system allows relay operators to:

• Control which events are stored and retrieved
• Implement custom validation logic
• Set size and age limits for events
• Define access control based on pubkeys
• Use scripts for complex policy rules
• Filter events by content, kind, or other criteria

Quick Start

1. Enable the Policy System

Set the environment variable to enable policy checking:

export ORLY_POLICY_ENABLED=true

2. Create a Policy Configuration

Create the policy file at ~/.config/ORLY/policy.json:

{
  "default_policy": "allow",
  "global": {
    "max_age_of_event": 86400,
    "max_age_event_in_future": 300,
    "size_limit": 100000
  },
  "rules": {
    "1": {
      "description": "Text notes - basic validation",
      "max_age_of_event": 3600,
      "size_limit": 32000
    }
  }
}

3. Restart the Relay

# Restart your relay to load the policy
sudo systemctl restart orly

Configuration Structure

Top-Level Configuration

{
  "default_policy": "allow|deny",
  "kind": {
    "whitelist": ["1", "3", "4"],
    "blacklist": []
  },
  "global": { ... },
  "rules": { ... }
}

default_policy

Determines the fallback behavior when no specific rules apply:

• "allow": Allow events unless explicitly denied (default)
• "deny": Deny events unless explicitly allowed

kind Filtering

Controls which event kinds are processed:

"kind": {
  "whitelist": ["1", "3", "4", "9735"],
  "blacklist": []
}

• whitelist: Only these kinds are allowed (if present)
• blacklist: These kinds are denied (if present)
• Empty arrays allow all kinds

Global Rules

Rules that apply to all events regardless of kind:

"global": {
  "description": "Site-wide security rules",
  "write_allow": [],
  "write_deny": [],
  "read_allow": [],
  "read_deny": [],
  "size_limit": 100000,
  "content_limit": 50000,
  "max_age_of_event": 86400,
  "max_age_event_in_future": 300,
  "privileged": false
}

Kind-Specific Rules

Rules that apply to specific event kinds:

"rules": {
  "1": {
    "description": "Text notes",
    "write_allow": [],
    "write_deny": [],
    "read_allow": [],
    "read_deny": [],
    "size_limit": 32000,
    "content_limit": 10000,
    "max_age_of_event": 3600,
    "max_age_event_in_future": 60,
    "privileged": false
  }
}

Policy Fields

Access Control

write_allow / write_deny

Control who can publish events:

{
  "write_allow": ["npub1allowed...", "npub1another..."],
  "write_deny": ["npub1blocked..."]
}

• write_allow: Only these pubkeys can write (empty = allow all)
• write_deny: These pubkeys cannot write

read_allow / read_deny

Control who can read events:

{
  "read_allow": ["npub1trusted..."],
  "read_deny": ["npub1suspicious..."]
}

• read_allow: Only these pubkeys can read (empty = allow all)
• read_deny: These pubkeys cannot read

Size Limits

size_limit

Maximum total event size in bytes:

{
  "size_limit": 32000
}

Includes ID, pubkey, sig, tags, content, and metadata.

content_limit

Maximum content field size in bytes:

{
  "content_limit": 10000
}

Only applies to the content field.

Age Validation

max_age_of_event

Maximum age of events in seconds (prevents replay attacks):

{
  "max_age_of_event": 3600
}

Events older than current_time - max_age_of_event are rejected.

max_age_event_in_future

Maximum time events can be in the future in seconds:

{
  "max_age_event_in_future": 300
}

Events with created_at > current_time + max_age_event_in_future are rejected.

Advanced Options

privileged

Require events to be authored by authenticated users or contain authenticated users in p-tags:

{
  "privileged": true
}

Useful for private content that should only be accessible to specific users.

script

Path to a custom script for complex validation logic:

{
  "script": "/path/to/custom-policy.sh"
}

See the script section below for details.

Policy Scripts

For complex validation logic, use custom scripts that receive events via stdin and return decisions via stdout.

Script Interface

Input: JSON event objects, one per line:

{
  "id": "event_id",
  "pubkey": "author_pubkey",
  "kind": 1,
  "content": "Hello, world!",
  "tags": [["p", "recipient"]],
  "created_at": 1640995200,
  "sig": "signature"
}

Additional fields provided:

• logged_in_pubkey: Hex pubkey of authenticated user (if any)
• ip_address: Client IP address

Output: JSONL responses:

{"id": "event_id", "action": "accept", "msg": ""}
{"id": "event_id", "action": "reject", "msg": "Blocked content"}
{"id": "event_id", "action": "shadowReject", "msg": ""}

Actions

• accept: Store/retrieve the event normally
• reject: Reject with OK=false and message
• shadowReject: Accept with OK=true but don't store (useful for spam filtering)

Example Scripts

Bash Script

#!/bin/bash
while read -r line; do
    if [[ -n "$line" ]]; then
        event_id=$(echo "$line" | jq -r '.id')

        # Check for spam content
        if echo "$line" | jq -r '.content' | grep -qi "spam"; then
            echo "{\"id\":\"$event_id\",\"action\":\"reject\",\"msg\":\"Spam detected\"}"
        else
            echo "{\"id\":\"$event_id\",\"action\":\"accept\",\"msg\":\"\"}"
        fi
    fi
done

Python Script

#!/usr/bin/env python3
import json
import sys

def process_event(event):
    event_id = event.get('id', '')
    content = event.get('content', '')
    pubkey = event.get('pubkey', '')
    logged_in = event.get('logged_in_pubkey', '')

    # Block spam
    if 'spam' in content.lower():
        return {
            'id': event_id,
            'action': 'reject',
            'msg': 'Content contains spam'
        }

    # Require authentication for certain content
    if 'private' in content.lower() and not logged_in:
        return {
            'id': event_id,
            'action': 'reject',
            'msg': 'Authentication required'
        }

    return {
        'id': event_id,
        'action': 'accept',
        'msg': ''
    }

for line in sys.stdin:
    if line.strip():
        try:
            event = json.loads(line)
            response = process_event(event)
            print(json.dumps(response))
            sys.stdout.flush()
        except json.JSONDecodeError:
            continue

Script Configuration

Place scripts in a secure location and reference them in policy:

{
  "rules": {
    "1": {
      "script": "/etc/orly/policy/text-note-policy.py",
      "description": "Custom validation for text notes"
    }
  }
}

Ensure scripts are executable and have appropriate permissions.

Policy Evaluation Order

Events are evaluated in this order:

1. Global Rules - Applied first to all events
2. Kind Filtering - Whitelist/blacklist check
3. Kind-specific Rules - Rules for the event's kind
4. Script Rules - Custom script logic (if configured)
5. Default Policy - Fallback behavior

The first rule that makes a decision (allow/deny) stops evaluation.

Event Processing Integration

Write Operations (EVENT)

When ORLY_POLICY_ENABLED=true, each incoming EVENT is checked:

// Pseudo-code for policy integration
func handleEvent(event *Event, client *Client) {
    decision := policy.CheckPolicy("write", event, client.Pubkey, client.IP)
    if decision.Action == "reject" {
        client.SendOK(event.ID, false, decision.Message)
        return
    }
    if decision.Action == "shadowReject" {
        client.SendOK(event.ID, true, "")
        return
    }
    // Store event
    storeEvent(event)
    client.SendOK(event.ID, true, "")
}

Read Operations (REQ)

Events returned in REQ responses are filtered:

func handleReq(filter *Filter, client *Client) {
    events := queryEvents(filter)
    filteredEvents := []Event{}

    for _, event := range events {
        decision := policy.CheckPolicy("read", &event, client.Pubkey, client.IP)
        if decision.Action != "reject" {
            filteredEvents = append(filteredEvents, event)
        }
    }

    sendEvents(client, filteredEvents)
}

Common Use Cases

Basic Spam Filtering

{
  "global": {
    "max_age_of_event": 86400,
    "size_limit": 100000
  },
  "rules": {
    "1": {
      "script": "/etc/orly/scripts/spam-filter.sh",
      "max_age_of_event": 3600,
      "size_limit": 32000
    }
  }
}

Private Relay

{
  "default_policy": "deny",
  "global": {
    "write_allow": ["npub1trusted1...", "npub1trusted2..."],
    "read_allow": ["npub1trusted1...", "npub1trusted2..."]
  }
}

Content Moderation

{
  "rules": {
    "1": {
      "script": "/etc/orly/scripts/content-moderation.py",
      "description": "AI-powered content moderation"
    }
  }
}

Rate Limiting

{
  "global": {
    "script": "/etc/orly/scripts/rate-limiter.sh"
  }
}

Follows-Based Access

Combined with ACL system:

export ORLY_ACL_MODE=follows
export ORLY_ADMINS=npub1admin1...,npub1admin2...
export ORLY_POLICY_ENABLED=true

Monitoring and Debugging

Log Messages

Policy decisions are logged:

policy allowed event <id>
policy rejected event <id>: reason
policy filtered out event <id> for read access

Script Health

Script failures are logged:

policy rule for kind <N> is inactive (script not running), falling back to default policy (allow)
policy rule for kind <N> failed (script processing error: timeout), falling back to default policy (allow)

Testing Policies

Use the policy test tools:

# Test policy with sample events
./scripts/run-policy-test.sh

# Test policy filter integration
./scripts/run-policy-filter-test.sh

Debugging Scripts

Test scripts independently:

# Test script with sample event
echo '{"id":"test","kind":1,"content":"test message"}' | ./policy-script.sh

# Expected output:
# {"id":"test","action":"accept","msg":""}

Performance Considerations

Script Performance

• Scripts run synchronously and can block event processing
• Keep script logic efficient (< 100ms per event)
• Consider using shadowReject for non-blocking filtering
• Scripts should handle malformed input gracefully

Memory Usage

• Policy configuration is loaded once at startup
• Scripts are kept running for performance
• Large configurations may impact startup time

Scaling

• For high-throughput relays, prefer built-in policy rules over scripts
• Use script timeouts to prevent hanging
• Monitor script performance and resource usage

Security Considerations

Script Security

• Scripts run with relay process privileges
• Validate all inputs in scripts
• Use secure file permissions for policy files
• Regularly audit custom scripts

Access Control

• Test policy rules thoroughly before production use
• Use privileged: true for sensitive content
• Combine with authentication requirements
• Log policy violations for monitoring

Data Validation

• Age validation prevents replay attacks
• Size limits prevent DoS attacks
• Content validation prevents malicious payloads

Troubleshooting

Policy Not Loading

Check file permissions and path:

ls -la ~/.config/ORLY/policy.json
cat ~/.config/ORLY/policy.json

Scripts Not Working

Verify script is executable and working:

ls -la /path/to/script.sh
./path/to/script.sh < /dev/null

Unexpected Behavior

Enable debug logging:

export ORLY_LOG_LEVEL=debug

Check logs for policy decisions and errors.

Common Issues

1. Script timeouts: Increase script timeouts or optimize script performance
2. Memory issues: Reduce script memory usage or use built-in rules
3. Permission errors: Fix file permissions on policy files and scripts
4. Configuration errors: Validate JSON syntax and field names

Advanced Configuration

Multiple Policies

Use different policies for different relay instances:

# Production relay
export ORLY_APP_NAME=production
# Policy at ~/.config/production/policy.json

# Staging relay
export ORLY_APP_NAME=staging
# Policy at ~/.config/staging/policy.json

Dynamic Policies

Policies can be updated without restart by modifying the JSON file. Changes take effect immediately for new events.

Integration with External Systems

Scripts can integrate with external services:

import requests

def check_external_service(content):
    response = requests.post('http://moderation-service:8080/check',
                           json={'content': content}, timeout=5)
    return response.json().get('approved', False)

Examples Repository

See the docs/ directory for complete examples:

• example-policy.json: Complete policy configuration
• example-policy.sh: Sample policy script
• Various test scripts in scripts/

Support

For issues with policy configuration:

1. Check the logs for error messages
2. Validate your JSON configuration
3. Test scripts independently
4. Review the examples in docs/
5. Check file permissions and paths

Migration from Other Systems

From Simple Filtering

Replace simple filters with policy rules:

// Before: Simple size limit
// After: Policy-based size limit
{
  "global": {
    "size_limit": 50000
  }
}

From Custom Code

Migrate custom validation logic to policy scripts:

{
  "rules": {
    "1": {
      "script": "/etc/orly/scripts/custom-validation.py"
    }
  }
}

The policy system provides a flexible, maintainable way to implement complex relay behavior while maintaining performance and security.