k_card/PHASE5_RUNBOOK.md

# Phase 5 Runbook (Session Reuse Prototype)

This runbook starts a minimal `k_server` + `k_proxy` prototype for session reuse testing.

Last updated: 2026-04-26

Related browser demo:

- `k_client_portal.py` can now be used in `k_client` at `http://127.0.0.1:8766` to show:
  - registration
  - current registered-user list from `k_proxy`
  - unregister from the browser page
  - login with card approval/denial
  - protected `k_server` counter access
  - logout
  - explicit "k_server was not called" behavior when login is denied

## What This Prototype Covers

- `k_proxy` creates short-lived sessions.
- Session creation uses a card-presence check (`fido2_probe.py --json`) as the current auth gate.
- Valid sessions can repeatedly access a protected `k_server` counter endpoint without re-running card auth each request.
- Session status and logout/invalidation paths are implemented.

## Modes

There are two useful ways to run this prototype:

- Same-VM quickstart: `k_proxy` and `k_server` run on one VM for app-local testing.
- Split-VM chain: `k_proxy` runs in `k_proxy`, `k_server` runs in `k_server`, and the Qubes forwarding layer must permit the chain.

## Start Services

### Same-VM quickstart

This matches the code defaults and is useful for basic app behavior only.

In the chosen VM:

```bash
python3 /home/user/chromecard/k_server_app.py --host 127.0.0.1 --port 8780 --proxy-token dev-proxy-token
```

In the same VM:

```bash
python3 /home/user/chromecard/k_proxy_app.py \
  --host 127.0.0.1 \
  --port 8770 \
  --session-ttl 300 \
  --server-base-url http://127.0.0.1:8780 \
  --proxy-token dev-proxy-token
```

### Split-VM chain

This is the current Qubes target shape.

In `k_server` VM:

```bash
python3 /home/user/chromecard/k_server_app.py \
  --host 127.0.0.1 \
  --port 8780 \
  --proxy-token dev-proxy-token \
  --tls-certfile /home/user/chromecard/tls/phase2/k_server.crt \
  --tls-keyfile /home/user/chromecard/tls/phase2/k_server.key
```

In `k_proxy` VM:

```bash
qvm-connect-tcp 9780:k_server:8780
```

Notes:

```bash
python3 /home/user/chromecard/k_proxy_app.py \
  --host 127.0.0.1 \
  --port 8771 \
  --session-ttl 300 \
  --server-base-url https://127.0.0.1:9780 \
  --server-ca-file /home/user/chromecard/tls/phase2/ca.crt \
  --proxy-token dev-proxy-token \
  --tls-certfile /home/user/chromecard/tls/phase2/k_proxy.crt \
  --tls-keyfile /home/user/chromecard/tls/phase2/k_proxy.key
```

In `k_client` VM:

```bash
qvm-connect-tcp 9771:k_proxy:8771
```

Notes:

- Current validated split-VM path is `k_client localhost:9771 -> k_proxy localhost:8771 -> k_proxy localhost:9780 forward -> k_server localhost:8780`.
- Use `--cacert /home/user/chromecard/tls/phase2/ca.crt` for TLS verification in `curl`-based checks.
- Raw VM-IP routing is not the validated path for the current prototype.

## Ownership And Concurrency

- `k_proxy` is authoritative for session state.
- `k_server` is authoritative for the protected counter state.
- Sessions are in-memory only in `k_proxy` and are lost on proxy restart.
- The protected counter is in-memory only in `k_server` and resets on server restart.
- Both services use `ThreadingHTTPServer`.
- `k_proxy` guards its session store with a single process-local lock.
- `k_server` guards counter increments with a single process-local lock.
- Qubes localhost forwarders are transport plumbing only; they are not a source of state authority.

## Test Flow

Use the proxy port that matches the mode you started:

- Same-VM quickstart: `8770`
- Split-VM chain: `9771` from `k_client`, `8771` inside `k_proxy`

Create a session (runs auth gate once):

```bash
curl -sS --cacert /home/user/chromecard/tls/phase2/ca.crt -X POST https://127.0.0.1:<proxy-port>/session/login \
  -H 'Content-Type: application/json' \
  -d '{"username":"alice"}'
```

Copy `session_token` from response, then:

```bash
TOKEN='<paste-token>'
```

Check session:

```bash
curl -sS --cacert /home/user/chromecard/tls/phase2/ca.crt -X POST https://127.0.0.1:<proxy-port>/session/status \
  -H "Authorization: Bearer $TOKEN"
```

Call protected resource multiple times (should not require new login):

```bash
curl -sS --cacert /home/user/chromecard/tls/phase2/ca.crt -X POST https://127.0.0.1:<proxy-port>/resource/counter \
  -H "Authorization: Bearer $TOKEN"
curl -sS --cacert /home/user/chromecard/tls/phase2/ca.crt -X POST https://127.0.0.1:<proxy-port>/resource/counter \
  -H "Authorization: Bearer $TOKEN"
```

Logout/invalidate:

```bash
curl -sS --cacert /home/user/chromecard/tls/phase2/ca.crt -X POST https://127.0.0.1:<proxy-port>/session/logout \
  -H "Authorization: Bearer $TOKEN"
```

Re-check after logout (should fail with 401):

```bash
curl -i --cacert /home/user/chromecard/tls/phase2/ca.crt -X POST https://127.0.0.1:<proxy-port>/resource/counter \
  -H "Authorization: Bearer $TOKEN"
```

## Regression Script

For the split-VM chain, use the host-side regression helper:

```bash
/home/user/chromecard/phase5_chain_regression.sh
```

Defaults:

- Drives the test from `k_client` over SSH.
- Uses `https://127.0.0.1:9771` and `/home/user/chromecard/tls/phase2/ca.crt` inside `k_client`.
- Logs in as `alice`.
- Runs `20` counter requests at parallelism `8`.
- Verifies that returned counter values are unique and gap-free, then logs out and checks for `401` after logout.

Useful overrides:

```bash
REQUESTS=50 PARALLELISM=12 /home/user/chromecard/phase5_chain_regression.sh
```

```bash
/home/user/chromecard/phase5_chain_regression.sh --username alice --client-host k_client
```

For the browser-facing `k_client` page, use the Playwright regression spec:

```bash
npm install
npx playwright install
npm run test:k-client
```

Notes:

- default target is `http://127.0.0.1:8766`
- override with `PORTAL_BASE_URL=http://127.0.0.1:8766`
- the spec expects manual card confirmation during register and login
- timeouts can be tuned with `CARD_REGISTRATION_TIMEOUT_MS` and `CARD_LOGIN_TIMEOUT_MS`
- from this host, a forwarded portal URL was used successfully:
  - `PORTAL_BASE_URL=http://127.0.0.1:18766 npm run test:k-client`

Verified result on 2026-04-25:

- Live split-VM chain passed end-to-end.
- Login, session status, counter reuse, and logout all worked from `k_client`.
- A `20` request / `8` worker concurrency burst returned unique, gap-free counter values `23..42`.
- The Playwright browser regression for `k_client_portal.py` also passed end-to-end:
  - register
  - login
  - protected counter
  - logout
  - unregister

## Current Limitation

- The stable deployed baseline still uses card-presence probing, not full assertion verification, for the default auth gate.
- Session and counter state are still process-local only; restart loses state.
- Upstream trust still relies on a shared static `X-Proxy-Token`.
- Experimental direct FIDO2 mode exists in `k_proxy_app.py` behind `--auth-mode fido2-direct`:
  - direct `/enroll/register` now succeeds
  - direct `/session/login` now succeeds and returns `auth_mode: "fido2_assertion"`
  - direct `/session/status`, `/resource/counter`, and `/session/logout` also succeed end-to-end
  - the mode remains optional for now; the deployed service was returned to default `probe` mode so the validated Phase 5 baseline stays reproducible
- Raw CTAP debugging helper exists at `/home/user/chromecard/raw_ctap_probe.py`:
  - use it on `k_proxy` to exercise low-level `makeCredential` / `getAssertion`
  - it logs keepalive callbacks and transport exceptions
- `phase5_chain_regression.sh` now supports card-interactive direct auth via:
  - `--interactive-card`
  - `--expect-auth-mode fido2_assertion`

## Current Focus

- Keep the HTTPS split-VM chain reproducible in default `probe` mode.
- Decide whether `fido2-direct` is ready to become the default deployed auth path.
- Continue Phase 6.5 concurrency work; the active system limit is still higher-fan-out Qubes forwarding on the browser-facing path rather than basic Phase 5 functionality.