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claude-foundations/best-practices/secrets-management.md
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2026-03-25 11:11:40 +13:00

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# Secrets Management
## SOPS + age
SOPS with age encryption is the standard across all projects. A single `.sops.yaml` at the repo root defines path-based encryption rules.
### File Naming
- `.sops.yaml` path-based rules match specific filename patterns (e.g., `**/*secret*.yaml`)
- Non-secret files must NOT contain `secret` in their name, or the pre-commit hook will encrypt them
- KSOPS generator files should be named `ksops-generator.yaml`, not `secret-generator.yaml`
### encrypted_regex Gotcha
When using `encrypted_regex` for selective field encryption (e.g., Ansible group_vars), variable names must contain a keyword that matches the regex (e.g., `password|private_key|api_key|secret|token`). Arbitrary key names are silently left unencrypted.
### SOPS Vars Plugin
Each Ansible project needs `vars_plugins_enabled = host_group_vars,community.sops.sops` in `ansible.cfg`. Files in `group_vars/` must be named after a group (e.g., `all.sops.yaml`), not arbitrary names.
### Interactive Editor Pitfalls
- `sops <file>` opens an interactive editor — fails in non-interactive sessions
- `sops -e /tmp/file` fails when the temp path doesn't match `.sops.yaml` rules
- Multiple `sops --set` calls can corrupt files — use the interactive editor for multi-field edits
## Credential Handling
- **Never pass secrets via command-line arguments** — visible in `ps` output
- Use `@file` references, environment variables sourced at runtime, or stdin
- For Ansible, use temp files with `trap rm` cleanup: `-e "@${tmpfile}"`
- Read secrets at execution time and use them ephemerally — never cache or persist values
- Reference the **existence** of a secret file in docs, never its contents
## Bootstrap Secrets
Some secrets are chicken-and-egg (e.g., the age decryption key for ArgoCD's KSOPS). These must be created manually as a bootstrap step and documented clearly.
## Credential Lifecycle Management
- **Track credential expiry dates.** OAuth client secrets, API tokens, and certificates have expiry dates that can cause silent failures. Document expiry dates when creating credentials.
- **Set alerts before expiry.** For long-lived credentials (e.g., 720-day OAuth client secrets), set calendar reminders or automated monitoring alerts well before they expire.
- **Rotation plan.** Know the rotation procedure before you need it — some credential types (e.g., Azure app registrations) require coordinated updates across multiple systems.
## Multi-Field Secret Files
Secret files that contain multiple fields (e.g., repo URL, token, username) cannot be used as bare values. Consumers must parse individual fields (e.g., `grep + awk` or structured YAML/JSON parsing).
The multi-field format is preferable because it's self-documenting — all related credentials live together. But any automation reading the file needs extraction logic, not just `cat`.
## Backup Considerations
Backup plans must include encryption keys (age private keys, etc.) so that encrypted data in Git repos remains recoverable.