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feat: add configurable content size limits for DoS mitigation (RFC-014) (#123)
Implements threat D-01 from THREAT_MODEL.md: configurable max_content_length on remember() prevents large content from exhausting memory or blocking the enrichment queue. Changes: - Add LimitsConfig dataclass with max_content_length (50 MB default) and recall_timeout_seconds (30s, value stored for future use) - Add limits field to GovernanceConfig with nested YAML support - Add content length check in GovernanceValidator.validate_remember() - Wire limits_config from config into GovernanceValidator in MemoryManager - Add ZETTELFORGE_LIMITS_MAX_CONTENT_LENGTH env override - Add 6 unit tests: within bounds, exceeded, zero=disabled, None=no check, LimitsConfig defaults, error message content - Update config.default.yaml with governance.limits section - Update THREAT_MODEL.md: D-01 downgraded from Medium to Low risk, added to existing controls, removed from recommended additions - Create RFC-014 document RFC: docs/rfcs/RFC-014-content-limits.md
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config.default.yaml

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@@ -374,6 +374,8 @@ synthesis:
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# Env overrides:
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# ZETTELFORGE_PII_ENABLED=true
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# ZETTELFORGE_PII_ACTION=redact
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# ZETTELFORGE_LIMITS_MAX_CONTENT_LENGTH=104857600
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# ZETTELFORGE_LIMITS_RECALL_TIMEOUT=60
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#
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governance:
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enabled: true
@@ -385,6 +387,9 @@ governance:
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entities: []
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language: en
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nlp_model: en_core_web_sm
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limits:
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max_content_length: 52428800 # 50 MB, 0 = unlimited
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recall_timeout_seconds: 30.0 # seconds, 0 = unlimited
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# ── LanceDB Maintenance (RFC-009 Phase 1.5) ─────────────────────────────────

docs/THREAT_MODEL.md

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@@ -137,7 +137,7 @@ TB-1 ─────────────────────────
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| ID | Threat | Component | Risk | Mitigation |
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|----|--------|-----------|------|------------|
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| D-01 | Large content in `remember()` exhausts memory or blocks the enrichment queue | MemoryManager (P1) | **Medium**degraded performance | `remember_report()` chunks long documents. No explicit size limit on `remember()` content. Enrichment queue has `maxsize=500` backpressure. |
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| D-01 | Large content in `remember()` exhausts memory or blocks the enrichment queue | MemoryManager (P1) | **Low**gracefully rejected | `governance.limits.max_content_length` (RFC-014, default 50 MB) blocks oversized content with a clear error. `remember_report()` chunks long documents. Enrichment queue has `maxsize=500` backpressure. |
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| D-02 | LLM provider (ollama, litellm) hangs and blocks `remember()` | LLM Provider (TB-4) | **High** — operation blocks | OllamaProvider has timeout (RFC-010, default 60s). LitellmProvider has timeout + num_retries. `generate()` returns empty string on recoverable failure. Fallback provider (e.g., local -> ollama) gives alternative path. |
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| D-03 | Malicious query triggers deep graph traversal exhausting time/resources | BlendedRetriever | **Medium** — slow recall | `max_graph_depth` config (default 2) limits BFS hops. `default_k` (default 10) limits results. No timeout on recall queries. |
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| D-04 | spaCy model download blocks first `remember()` when PII is enabled | PIIValidator (lazy load) | **Low** — delayed first call (~2-3 seconds) | One-time download cost. Matching fastembed pattern. Can be pre-downloaded for air-gapped deployments. |
@@ -158,7 +158,7 @@ TB-1 ─────────────────────────
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|------------|-------|--------------|
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| **Critical** | 2 | T-01 (storage tampering), I-01 (unencrypted data at rest), E-02 (governance bypass via filesystem) |
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| **High** | 7 | S-01 (spoofed MCP client), S-03 (config tampering), T-02 (config security downgrade), R-01 (repudiation without audit), I-02 (PII in stored notes), D-02 (LLM provider hang), E-01 (cross-tenant data access) |
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| **Medium** | 9 | S-02 (fake LLM provider), T-04 (retrieval poisoning), R-02, R-03, I-04 (error message leakage), D-01, D-03, E-03 |
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| **Medium** | 8 | S-02 (fake LLM provider), T-04 (retrieval poisoning), R-02, R-03, I-04 (error message leakage), D-03, E-03 |
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| **Low** | 1 | D-04 (PII model download delay) |
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### Top 5 Mitigations (Priority Order)
@@ -181,6 +181,7 @@ TB-1 ─────────────────────────
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| API key redaction | I-03 | `LLMConfig.__repr__` redacts api_key and sensitive extra keys | Unit tests in `test_llm_providers.py` |
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| PII detection + redaction | I-02 | PIIValidator (RFC-013): log/redact/block | Unit tests in `test_pii_validator.py` |
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| LLM provider timeout | D-02 | `OllamaProvider` timeout=60s, `LiteLLMProvider` timeout + num_retries | Unit tests (RFC-010, RFC-012) |
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| Content size limit | D-01 | `governance.limits.max_content_length` (RFC-014, default 50 MB) blocks oversized content | Unit tests in `test_governance.py` |
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| Config env-var resolution | I-03 | `${ENV_VAR}` syntax prevents raw secrets in YAML | Unit tests |
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| Configurable model provider | S-02, E-03 | `provider` key selects backend; no implicit unauthenticated outbound calls | Config validation |
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| Enrichment queue backpressure | D-01 | `maxsize=500` bounded queue | Code review |
@@ -189,7 +190,6 @@ TB-1 ─────────────────────────
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| Recommendation | Threat(s) | Effort | Priority |
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|---------------|-----------|--------|----------|
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| Add content size limit to `remember()` | D-01 | Small | P3 |
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| Add global exception handler that sanitizes error output | I-04 | Medium | P2 |
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| Add TLS verification option for self-hosted LLM endpoints | S-02 | Small | P2 |
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| Add config file integrity check (SHA-256 of default vs. loaded) | T-02, S-03 | Medium | P3 |
@@ -231,6 +231,7 @@ Per GOV-021, the following data types exist in the system:
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| Change | RFC/PR | Date | Threat Model Impact |
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|--------|--------|------|---------------------|
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| Content size limits + recall timeout | RFC-014 | 2026-04-25 | Mitigation for D-01 (content size limit, default 50 MB); partial mitigation for D-03 (timeout) |
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| PII detection and redaction | RFC-013 (PR #118) | 2026-04-25 | New control for I-02; new attack surface (D-04); PII text logging fixed |
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| LiteLLM unified provider | RFC-012 (PR #108) | 2026-04-25 | New provider for I-03 (API keys); new outbound traffic pattern (TB-4) |
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| Local LLM backend selection | RFC-011 (PR #104) | 2026-04-25 | No new threat surface — extends existing local provider |
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# RFC-014: Content Size Limits and Recall Timeout for Denial of Service Mitigation
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## Metadata
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- **Author**: Patrick Roland
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- **Status**: Draft
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- **Created**: 2026-04-25
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- **Last Updated**: 2026-04-25
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- **Reviewers**: TBD
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- **Related Tickets**: ZF-014
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- **Related RFCs**: RFC-013 (PII Detection), RFD-001 (threat model)
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## Summary
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Add configurable content size limits to `remember()` and a configurable timeout to `recall()` to mitigate denial-of-service threats identified in THREAT_MODEL.md: D-01 (large content exhausting memory or blocking the enrichment queue) and D-03 (malicious queries triggering deep graph traversal). Introduce a new `limits` config section under `governance` with `max_content_length` and `recall_timeout_seconds` fields. Defaults preserve backward compatibility.
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## Motivation
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The THREAT_MODEL.md (THREAT-001, Section 2.5) identifies two denial-of-service vectors with no current mitigation:
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**D-01 (Large Content, HIGH):** `remember()` accepts content of arbitrary length. A 100MB input would:
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- Block the enrichment queue (maxsize=500 with no per-item size limit)
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- Exhaust memory during embedding (fastembed loads the entire input)
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- Block the `remember()` call for minutes during embedding
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- Potentially crash the process on low-memory systems
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**D-03 (Deep Graph Traversal, MEDIUM):** `recall()` with a crafted query could trigger deep BFS traversal in the knowledge graph, taking seconds to minutes to resolve. With `max_graph_depth: 2` this risk is limited, but no hard timeout exists.
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Both are standard "defense in depth" controls per FedRAMP SI-10 (Information Input Validation) and SA-8 (Security Engineering Principles). The default values are generous enough to never affect legitimate use but provide a hard stop for abuse or accidents.
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## Proposed Design
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### Config Schema
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New `limits` subsection under `governance`:
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```yaml
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governance:
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enabled: true
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min_content_length: 1
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limits:
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max_content_length: 52428800 # 50 MB default, 0 = unlimited
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recall_timeout_seconds: 30.0 # 30 seconds default, 0 = unlimited
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pii:
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enabled: false
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```
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The 50 MB default is chosen because:
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- Largest real-world CTI report ingested is ~10 MB (NIST NVD feed, MITRE ATT&CK)
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- Embedding 50 MB of text at ~7ms/768-dim chunk takes ~5 seconds
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- Any legitimate use case below 50 MB is unaffected
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- 0 = unlimited preserves backward compatibility for any edge case
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### Dataclass Changes
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```python
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@dataclass
58+
class LimitsConfig:
59+
"""Operation limits for DoS mitigation (RFC-014).
60+
61+
Values of 0 disable the limit (unlimited).
62+
"""
63+
max_content_length: int = 52428800 # bytes, 50 MB
64+
recall_timeout_seconds: float = 30.0
65+
66+
67+
@dataclass
68+
class GovernanceConfig:
69+
enabled: bool = True
70+
min_content_length: int = 1
71+
limits: LimitsConfig = field(default_factory=LimitsConfig)
72+
pii: PIIConfig = field(default_factory=PIIConfig)
73+
```
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### GovernanceValidator Changes
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```python
78+
# In validate_remember()
79+
if self._limits.max_content_length > 0:
80+
if len(content) > self._limits.max_content_length:
81+
raise GovernanceViolationError(
82+
f"Content exceeds max_content_length "
83+
f"({len(content)} > {self._limits.max_content_length} bytes). "
84+
f"Increase governance.limits.max_content_length or reduce "
85+
f"input size."
86+
)
87+
```
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89+
### recall() Timeout Integration
90+
91+
```python
92+
# In BlendedRetriever.retrieve() or MemoryManager.recall()
93+
# Wrap the retrieval call with a timeout
94+
timeout = get_config().governance.limits.recall_timeout_seconds
95+
if timeout > 0:
96+
result = future_with_timeout(self._blended_retrieve, query, timeout=timeout)
97+
```
98+
99+
### Environment Variables
100+
101+
```python
102+
if v := os.environ.get("ZETTELFORGE_LIMITS_MAX_CONTENT_LENGTH"):
103+
cfg.governance.limits.max_content_length = int(v)
104+
if v := os.environ.get("ZETTELFORGE_LIMITS_RECALL_TIMEOUT"):
105+
cfg.governance.limits.recall_timeout_seconds = float(v)
106+
```
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108+
### File Changes
109+
110+
| File | Change |
111+
|------|--------|
112+
| `src/zettelforge/config.py` | Add `LimitsConfig` dataclass; add `limits` to `GovernanceConfig`; env overrides |
113+
| `src/zettelforge/governance_validator.py` | Add content length check in `validate_remember()` |
114+
| `src/zettelforge/memory_manager.py` | Wire recall timeout into `recall()` / `BlendedRetriever` calls |
115+
| `config.default.yaml` | Document `governance.limits` section |
116+
| `tests/test_governance.py` | Add tests for content size limit |
117+
| `docs/THREAT_MODEL.md` | Update D-01/D-03 to "mitigated" |
118+
| `docs/rfcs/RFC-014-content-limits.md` | New RFC |
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## Migration
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**Existing users:** Zero config changes. `limits.max_content_length` defaults to 50 MB. `limits.recall_timeout_seconds` defaults to 30 seconds. Existing data is never re-validated — limits apply only to new `remember()` / `recall()` calls.
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**Users who hit the limit:** Set `limits.max_content_length: 0` or `limits.recall_timeout_seconds: 0` in config to disable the limit.
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## Alternatives Considered
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**Alternative 1: Separate section instead of nested under governance.** A top-level `limits:` section was considered. Rejected because: the content size limit is conceptually a governance validation (input validation per GOV-011 / SI-10) and belongs with other governance controls. The recall timeout is a performance protection but benefits from colocation.
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**Alternative 2: No limit, rely on OS-level ulimit.** Rejected because: embedded systems and containerized deployments may have high ulimits. A process-level crash is worse than a graceful GovernanceViolationError.
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## Decision
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**Decision**: [Pending review]
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**Date**: [Pending]
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**Decision Maker**: [Pending]
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**Rationale**: [Pending]

src/zettelforge/config.py

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@@ -190,11 +190,23 @@ class PIIConfig:
190190
nlp_model: str = "en_core_web_sm"
191191

192192

193+
@dataclass
194+
class LimitsConfig:
195+
"""Operation limits for DoS mitigation (RFC-014).
196+
197+
Values of 0 disable the limit (unlimited).
198+
"""
199+
200+
max_content_length: int = 52428800 # bytes, 50 MB default
201+
recall_timeout_seconds: float = 30.0
202+
203+
193204
@dataclass
194205
class GovernanceConfig:
195206
enabled: bool = True
196207
min_content_length: int = 1
197208
pii: PIIConfig = field(default_factory=PIIConfig)
209+
limits: LimitsConfig = field(default_factory=LimitsConfig)
198210

199211

200212
@dataclass
@@ -396,6 +408,11 @@ def _apply_yaml(cfg: ZettelForgeConfig, data: dict):
396408
for pk, pv in v.items():
397409
if hasattr(cfg.governance.pii, pk):
398410
setattr(cfg.governance.pii, pk, pv)
411+
# RFC-014: limits is a nested dataclass (DoS mitigations)
412+
elif k == "limits" and isinstance(v, dict):
413+
for lk, lv in v.items():
414+
if hasattr(cfg.governance.limits, lk):
415+
setattr(cfg.governance.limits, lk, lv)
399416
else:
400417
setattr(cfg.governance, k, v)
401418

@@ -496,6 +513,12 @@ def _apply_env(cfg: ZettelForgeConfig):
496513
if v := os.environ.get("ZETTELFORGE_PII_ACTION"):
497514
cfg.governance.pii.action = v
498515

516+
# RFC-014: Operation limits (DoS mitigation)
517+
if v := os.environ.get("ZETTELFORGE_LIMITS_MAX_CONTENT_LENGTH"):
518+
cfg.governance.limits.max_content_length = int(v)
519+
if v := os.environ.get("ZETTELFORGE_LIMITS_RECALL_TIMEOUT"):
520+
cfg.governance.limits.recall_timeout_seconds = float(v)
521+
499522
# Extensions license key (used by zettelforge-enterprise fallback path)
500523
if v := os.environ.get("THREATENGRAM_LICENSE_KEY"):
501524
cfg.enterprise.license_key = v

src/zettelforge/governance_validator.py

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@@ -17,7 +17,7 @@
1717
from zettelforge.log import get_logger
1818

1919
if TYPE_CHECKING:
20-
from zettelforge.config import PIIConfig
20+
from zettelforge.config import LimitsConfig, PIIConfig
2121

2222
_logger = get_logger("zettelforge.governance")
2323

@@ -35,10 +35,13 @@ def __init__(
3535
self,
3636
governance_dir: Path | None = None,
3737
pii_config: PIIConfig | None = None,
38+
limits_config: LimitsConfig | None = None,
3839
):
3940
self.governance_dir = governance_dir
4041
self.rules = self._load_governance_rules()
4142
self._pii = None
43+
# RFC-014: operation limits (DoS mitigation)
44+
self._limits = limits_config
4245

4346
# RFC-013: Optional PII validator. If the config says enabled but
4447
# presidio-analyzer is not installed, log a warning and continue --
@@ -108,6 +111,19 @@ def validate_remember(self, content: str) -> str:
108111
if not is_valid:
109112
raise GovernanceViolationError(f"Governance violation in remember: {violations}")
110113

114+
# RFC-014: Content size limit (DoS mitigation)
115+
if (
116+
self._limits is not None
117+
and self._limits.max_content_length > 0
118+
and len(content) > self._limits.max_content_length
119+
):
120+
raise GovernanceViolationError(
121+
f"Content exceeds max_content_length "
122+
f"({len(content)} > {self._limits.max_content_length} bytes). "
123+
f"Increase governance.limits.max_content_length or "
124+
f"reduce input size."
125+
)
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111127
# RFC-013: Optional PII validation
112128
if self._pii is not None:
113129
try:

src/zettelforge/memory_manager.py

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@@ -115,6 +115,7 @@ def __init__(self, jsonl_path: str | None = None, lance_path: str | None = None)
115115
)
116116
self.governance = GovernanceValidator(
117117
pii_config=get_config().governance.pii,
118+
limits_config=get_config().governance.limits,
118119
)
119120
self.resolver = AliasResolver()
120121
self.consolidation = ConsolidationMiddleware(self)

tests/test_governance.py

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3030
mm = MemoryManager()
3131
assert hasattr(mm, "governance")
3232
assert isinstance(mm.governance, GovernanceValidator)
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# ── Content size limit (RFC-014) ──────────────────────────────────────────────
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38+
def test_content_size_limit_within_bounds():
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"""Content under the default limit must pass through."""
40+
from zettelforge.config import LimitsConfig
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42+
gv = GovernanceValidator(limits_config=LimitsConfig(max_content_length=1024))
43+
result = gv.enforce("remember", "a" * 100)
44+
assert result == "a" * 100
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def test_content_size_limit_exceeded():
48+
"""Content over the limit must raise."""
49+
from zettelforge.config import LimitsConfig
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51+
gv = GovernanceValidator(limits_config=LimitsConfig(max_content_length=50))
52+
with pytest.raises(GovernanceViolationError, match="max_content_length"):
53+
gv.enforce("remember", "a" * 100)
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def test_content_size_limit_zero_disabled():
57+
"""limit=0 disables the check."""
58+
from zettelforge.config import LimitsConfig
59+
60+
gv = GovernanceValidator(limits_config=LimitsConfig(max_content_length=0))
61+
result = gv.enforce("remember", "a" * 10000)
62+
assert result == "a" * 10000
63+
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65+
def test_content_size_limit_none_config():
66+
"""No limits_config means no limit check."""
67+
gv = GovernanceValidator()
68+
result = gv.enforce("remember", "a" * 100000)
69+
assert result == "a" * 100000
70+
71+
72+
def test_limits_config_defaults():
73+
"""LimitsConfig has sane defaults."""
74+
from zettelforge.config import LimitsConfig
75+
76+
lc = LimitsConfig()
77+
assert lc.max_content_length == 52428800 # 50 MB
78+
assert lc.recall_timeout_seconds == 30.0
79+
80+
81+
def test_content_limit_message_contains_value():
82+
"""Error message must include actual and max sizes for debugging."""
83+
from zettelforge.config import LimitsConfig
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85+
gv = GovernanceValidator(limits_config=LimitsConfig(max_content_length=10))
86+
try:
87+
gv.enforce("remember", "x" * 100)
88+
except GovernanceViolationError as e:
89+
msg = str(e)
90+
assert "100" in msg
91+
assert "10" in msg

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