docs(07.3): create phase plan — ES256 algorithm upgrade
3 plans (3 waves): Wave 0 xfail stubs, Wave 1 ES256 core + startup rotation, Wave 2 remember-me TTL split + LoginView checkbox. Verification passed (0 blockers, 1 minor doc warning fixed). Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
curo1305
co-authored by
Claude Sonnet 4.6
Claude Sonnet 4.6
parent
7ee87c001b
commit
b7994efd06
@@ -0,0 +1,562 @@
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# Phase 07.3: Security — ES256 Algorithm Upgrade - Pattern Map
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**Mapped:** 2026-06-05
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**Files analyzed:** 7 new/modified files
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**Analogs found:** 7 / 7
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---
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## File Classification
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| New/Modified File | Role | Data Flow | Closest Analog | Match Quality |
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|-------------------|------|-----------|----------------|---------------|
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| `backend/services/auth.py` | service | request-response | self (4 signing sites + TTL param) | exact — modify in-place |
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| `backend/config.py` | config | — | self (add 3 fields) | exact — modify in-place |
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| `backend/main.py` | config/startup | event-driven | `backend/services/ai_config.py` (`seed_system_settings_from_env`) | exact — same startup-hook + upsert pattern |
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| `backend/api/auth.py` | controller | request-response | self (`LoginRequest` + `_set_refresh_cookie`) | exact — modify in-place |
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| `frontend/src/views/auth/LoginView.vue` | component | request-response | self (step-based login form) | exact — modify in-place |
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| `frontend/src/stores/auth.js` | store | request-response | self (`login()` action) | exact — modify in-place |
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| `backend/tests/test_auth_es256.py` | test | — | `backend/tests/test_task2_auth_service.py` + `backend/tests/test_auth_api.py` | role-match — same unit + integration pattern |
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---
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## Pattern Assignments
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### `backend/services/auth.py` — ES256 signing sites + TTL param
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**Analog:** self — 4 sites to change in-place
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**Current imports block** (lines 18–38):
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```python
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from __future__ import annotations
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import hashlib
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import hmac
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import logging
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import re
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import secrets
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import uuid
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from datetime import datetime, timezone, timedelta
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from typing import Optional
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import httpx
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import jwt
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import pyotp
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from pwdlib import PasswordHash
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from pwdlib.hashers.argon2 import Argon2Hasher
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from sqlalchemy import select, update
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from sqlalchemy.ext.asyncio import AsyncSession
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from config import settings
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from db.models import BackupCode, Quota, RefreshToken, User
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```
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Add `import base64` to this block (no new packages).
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**Site 1 — `create_access_token`** (lines 86–99, current HS256):
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```python
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def create_access_token(user_id: str, role: str) -> str:
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now = datetime.now(timezone.utc)
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payload = {
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"sub": str(user_id),
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"role": role,
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"typ": "access",
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"iat": now,
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"exp": now + timedelta(minutes=settings.access_token_expire_minutes),
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}
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return jwt.encode(payload, settings.secret_key, algorithm="HS256")
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```
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Change last line to:
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```python
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private_pem = base64.b64decode(settings.jwt_private_key).decode()
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return jwt.encode(payload, private_pem, algorithm="ES256")
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```
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**Site 2 — `decode_access_token`** (lines 102–117, current HS256):
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```python
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def decode_access_token(token: str) -> dict:
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try:
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payload = jwt.decode(token, settings.secret_key, algorithms=["HS256"])
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except jwt.ExpiredSignatureError as exc:
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raise ValueError("Token has expired") from exc
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except jwt.PyJWTError as exc:
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raise ValueError(f"Invalid token: {exc}") from exc
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if payload.get("typ") != "access":
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raise ValueError("Token type mismatch: expected 'access'")
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return payload
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```
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Change the `jwt.decode` call to:
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```python
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public_pem = base64.b64decode(settings.jwt_public_key).decode()
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payload = jwt.decode(token, public_pem, algorithms=["ES256"])
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```
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**Site 3 — `create_password_reset_token`** (lines 120–132):
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```python
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return jwt.encode(payload, settings.secret_key, algorithm="HS256")
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```
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Change to:
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```python
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private_pem = base64.b64decode(settings.jwt_private_key).decode()
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return jwt.encode(payload, private_pem, algorithm="ES256")
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```
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**Site 4 — `decode_password_reset_token`** (lines 135–149):
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```python
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payload = jwt.decode(token, settings.secret_key, algorithms=["HS256"])
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```
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Change to:
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```python
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public_pem = base64.b64decode(settings.jwt_public_key).decode()
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payload = jwt.decode(token, public_pem, algorithms=["ES256"])
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```
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**`create_refresh_token` TTL param** (lines 154–172 — current signature):
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```python
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async def create_refresh_token(session: AsyncSession, user_id: uuid.UUID) -> str:
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raw = secrets.token_urlsafe(32)
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token_hash = hashlib.sha256(raw.encode()).hexdigest()
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now = datetime.now(timezone.utc)
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row = RefreshToken(
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id=uuid.uuid4(),
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user_id=user_id,
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token_hash=token_hash,
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expires_at=now + timedelta(days=settings.refresh_token_expire_days),
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revoked=False,
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)
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session.add(row)
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await session.commit()
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return raw
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```
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Add `remember_me: bool = False` param; change TTL line to:
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```python
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ttl = (
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timedelta(days=settings.refresh_token_expire_days)
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if remember_me
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else timedelta(hours=settings.refresh_token_expire_hours)
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)
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...
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expires_at=now + ttl,
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```
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---
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### `backend/config.py` — add 3 new settings
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**Analog:** self — add after `refresh_token_expire_days` at line 35
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**Current JWT block** (lines 33–35):
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```python
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# Auth / JWT (Phase 2)
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access_token_expire_minutes: int = 15
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refresh_token_expire_days: int = 30
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```
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Extend to:
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```python
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# Auth / JWT (Phase 2)
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access_token_expire_minutes: int = 15
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refresh_token_expire_days: int = 30
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refresh_token_expire_hours: int = 16 # Phase 7.3: default short session
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# JWT key pair (Phase 7.3 — ES256; both required in production)
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# Values are base64-encoded PEM strings (single-line, shell-safe).
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jwt_private_key: str = "" # JWT_PRIVATE_KEY env var — required
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jwt_public_key: str = "" # JWT_PUBLIC_KEY env var — required
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```
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No methods on Settings. Callers decode inline with `base64.b64decode(settings.jwt_private_key).decode()` — consistent with how other base64 secrets are handled in this codebase (e.g., HKDF in `ai_config.py` decodes `cloud_creds_key` inline).
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---
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### `backend/main.py` — lifespan ES256 rotation check
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**Primary analog:** `backend/services/ai_config.py:seed_system_settings_from_env` (lines 201–244) — exact pattern for reading and writing a `SystemSettings` key-value row at startup.
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**Secondary analog:** existing lifespan try/except block (lines 172–180) — exact wrapping pattern for skipping when the table doesn't exist yet.
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**Existing startup try/except block to copy** (lines 172–180):
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```python
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try:
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async with AsyncSessionLocal() as session:
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await seed_system_settings_from_env(session)
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await session.commit()
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except Exception as _seed_exc:
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import logging as _logging
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_logging.getLogger(__name__).warning(
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"AI provider seed skipped (table may not exist yet): %s", _seed_exc
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)
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```
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**Pattern to follow for the new rotation block** — slot in after the AI seed block (after line 180, before `yield`):
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```python
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# ES256 startup rotation (Phase 7.3 — D-04):
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# If jwt_algorithm in system_settings differs from "ES256" (or is absent),
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# bulk-revoke all refresh tokens and record the new algorithm.
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# Wrapped in try/except so a missing table before migrations doesn't crash.
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try:
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async with AsyncSessionLocal() as session:
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await _rotate_tokens_on_algorithm_change(session)
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except Exception as _es256_exc:
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import logging as _logging
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_logging.getLogger(__name__).warning(
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"ES256 rotation check skipped (table may not exist yet): %s", _es256_exc
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)
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```
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**`_rotate_tokens_on_algorithm_change` helper** — define as a module-level async function above `lifespan`, using the `seed_system_settings_from_env` upsert pattern as the direct template:
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```python
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# seed_system_settings_from_env upsert pattern (ai_config.py lines 219–244):
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stmt = select(SystemSettings).where(SystemSettings.provider_id == provider_id)
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result = await session.execute(stmt)
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existing = result.scalar_one_or_none()
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if existing is not None:
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return
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row = SystemSettings(
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provider_id=provider_id,
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model_name=model_name,
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context_chars=context_chars,
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is_active=True,
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api_key_enc=None,
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base_url=None,
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)
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session.add(row)
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```
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For the rotation helper, use `provider_id="jwt_algorithm"`, `model_name="ES256"`, `context_chars=0`, `is_active=False` (D-03 anti-pattern: never `is_active=True` for metadata rows). Add `text()` bulk UPDATE before the upsert when the algorithm differs:
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```python
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from sqlalchemy import text, select
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from db.models import SystemSettings, RefreshToken
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async def _rotate_tokens_on_algorithm_change(session) -> None:
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"""Idempotent ES256 migration. Bulk-revokes tokens if jwt_algorithm changed."""
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result = await session.execute(
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select(SystemSettings).where(SystemSettings.provider_id == "jwt_algorithm")
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)
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row = result.scalar_one_or_none()
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if row is not None and row.model_name == "ES256":
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return # Already migrated
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# Bulk-revoke all active refresh tokens (single SQL statement, no Python iteration)
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await session.execute(
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text("UPDATE refresh_tokens SET revoked = true WHERE revoked = false")
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)
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if row is None:
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import uuid as _uuid
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session.add(SystemSettings(
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id=_uuid.uuid4(),
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provider_id="jwt_algorithm",
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model_name="ES256",
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context_chars=0,
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is_active=False,
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api_key_enc=None,
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base_url=None,
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))
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else:
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row.model_name = "ES256"
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await session.commit()
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```
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**Required import addition at top of `main.py`** (alongside existing `from sqlalchemy import text`):
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```python
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from sqlalchemy import text, select # text already imported; add select
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```
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---
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### `backend/api/auth.py` — LoginRequest + `_set_refresh_cookie`
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**Analog:** self — modify `LoginRequest` at lines 56–60 and `_set_refresh_cookie` at lines 70–80; thread `remember_me` through the login handler at line 278–279.
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**Current `LoginRequest`** (lines 56–60):
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```python
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class LoginRequest(BaseModel):
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email: EmailStr
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password: str
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totp_code: Optional[str] = None
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backup_code: Optional[str] = None
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```
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Add one field:
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```python
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remember_me: bool = False
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```
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**Current `_set_refresh_cookie`** (lines 70–80):
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```python
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def _set_refresh_cookie(response: Response, raw_token: str) -> None:
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"""Set the httpOnly Secure SameSite=Strict refresh cookie (CLAUDE.md constraint)."""
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response.set_cookie(
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key="refresh_token",
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value=raw_token,
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httponly=True,
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secure=True,
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samesite="strict",
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path="/api/auth/refresh",
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max_age=settings.refresh_token_expire_days * 86400,
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)
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```
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Add `remember_me: bool = False` param; change `max_age` to:
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```python
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max_age=(
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settings.refresh_token_expire_days * 86400
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if remember_me
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else settings.refresh_token_expire_hours * 3600
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),
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```
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**Login handler token-issue block** (lines 277–279):
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```python
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access_token = auth_service.create_access_token(str(user.id), user.role)
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raw_refresh = await auth_service.create_refresh_token(session, user.id)
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_set_refresh_cookie(response, raw_refresh)
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```
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Pass `remember_me` through:
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```python
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access_token = auth_service.create_access_token(str(user.id), user.role)
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raw_refresh = await auth_service.create_refresh_token(session, user.id, remember_me=body.remember_me)
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_set_refresh_cookie(response, raw_refresh, remember_me=body.remember_me)
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```
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---
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### `frontend/src/views/auth/LoginView.vue` — "Stay signed in" checkbox
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**Analog:** self — the password step form (lines 1–59 of template); the `submitPassword` / `submitTotp` / `submitBackupCode` functions (lines 224–265).
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**Current reactive state** (lines 188–193):
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```javascript
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const email = ref('')
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const password = ref('')
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const totpInput = ref('')
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const backupCodeInput = ref('')
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const loading = ref(false)
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const error = ref(null)
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```
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Add one ref:
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```javascript
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const rememberMe = ref(false)
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```
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**Checkbox markup** — insert inside the password step form (`<form @submit.prevent="submitPassword">`), between the password `<div>` block and the error `<div>`. Copy existing input style (Tailwind classes) from the form:
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```html
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<div class="flex items-center gap-2">
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<input
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v-model="rememberMe"
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id="remember-me"
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type="checkbox"
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class="rounded border-gray-300 text-indigo-600 focus:ring-indigo-500"
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/>
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<label for="remember-me" class="text-sm text-gray-600">
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Stay signed in for 30 days
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</label>
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</div>
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```
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**`submitPassword` update** (lines 224–235):
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```javascript
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async function submitPassword() {
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loading.value = true
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error.value = null
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try {
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const result = await authStore.login(email.value, password.value)
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await handleLoginResult(result)
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} catch (e) {
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error.value = e.message
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} finally {
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loading.value = false
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}
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}
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```
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Change the `authStore.login` call to pass `rememberMe`:
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```javascript
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const result = await authStore.login(email.value, password.value, {
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rememberMe: rememberMe.value,
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})
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```
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**`submitTotp` and `submitBackupCode`** — these already pass `options` objects (lines 241–264). Add `rememberMe: rememberMe.value` to each call's options object, alongside the existing `totpCode` / `backupCode` keys. The checkbox state persists across steps since it is a single `ref` scoped to the component.
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---
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### `frontend/src/stores/auth.js` — `login()` action
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**Analog:** self — `login()` at lines 60–88.
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**Current `login()` action** (lines 60–88):
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```javascript
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async function login(email, password, options = {}) {
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loading.value = true
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error.value = null
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try {
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const data = await api.login({
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email,
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password,
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totp_code: options.totpCode ?? null,
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backup_code: options.backupCode ?? null,
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})
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// ... response handling unchanged
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}
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}
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```
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Add `remember_me` to the API call body:
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```javascript
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remember_me: options.rememberMe ?? false,
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```
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Insert after `backup_code`. The rest of `login()` is unchanged.
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---
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### `backend/tests/test_auth_es256.py` — NEW test file
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**Analog:** `backend/tests/test_task2_auth_service.py` (unit pattern) + `backend/tests/test_auth_api.py` (integration + FakeRedis pattern)
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**File header pattern** (from `test_task2_auth_service.py` lines 1–7):
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```python
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"""
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TDD tests for Phase 7.3: ES256 algorithm upgrade, startup token rotation,
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and remember_me session TTL.
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"""
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import pytest
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import pytest_asyncio
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```
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**Unit test structure** (from `test_task2_auth_service.py` lines 28–57 — no async, no DB):
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```python
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def test_access_token_uses_es256():
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from services.auth import create_access_token
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t = create_access_token("test-uid", "user")
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# Header is base64url({"alg":"ES256",...}) — check alg claim
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import base64, json
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header = json.loads(base64.urlsafe_b64decode(t.split(".")[0] + "=="))
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assert header["alg"] == "ES256"
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```
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**xfail stub pattern** — for tests needing DB fixtures not yet wired, use `pytest.mark.xfail(strict=True, reason="...")`. Follow the existing xfail convention in the test suite (used in Phase 7.2 test stubs). Stubs that need `db_session` use the `async def` + `pytest_asyncio.fixture` pattern from `conftest.py`:
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```python
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@pytest.mark.xfail(strict=True, reason="ES256-04: not yet implemented")
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@pytest.mark.asyncio
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async def test_startup_rotation_revokes_tokens(db_session):
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pytest.xfail("not yet implemented")
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```
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**FakeRedis pattern** — for integration tests hitting the login endpoint, import and apply the `FakeRedis` from `test_auth_api.py`:
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```python
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from test_auth_api import FakeRedis, _register, _login
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||||
```
|
||||
Or copy the minimal `FakeRedis` class and `_login` helper into the new file — the `test_auth_api.py` pattern is lines 47–97 of that file.
|
||||
|
||||
**Key env var fixture** — because ES256 needs real key material in `settings`, add a module-level fixture that patches settings before the module runs:
|
||||
```python
|
||||
import base64
|
||||
from cryptography.hazmat.primitives.asymmetric import ec
|
||||
from cryptography.hazmat.primitives import serialization
|
||||
|
||||
@pytest.fixture(autouse=True)
|
||||
def es256_keys(monkeypatch):
|
||||
"""Patch settings with a freshly generated P-256 key pair for each test."""
|
||||
k = ec.generate_private_key(ec.SECP256R1())
|
||||
priv = base64.b64encode(
|
||||
k.private_bytes(serialization.Encoding.PEM,
|
||||
serialization.PrivateFormat.PKCS8,
|
||||
serialization.NoEncryption())
|
||||
).decode()
|
||||
pub = base64.b64encode(
|
||||
k.public_key().public_bytes(serialization.Encoding.PEM,
|
||||
serialization.PublicFormat.SubjectPublicKeyInfo)
|
||||
).decode()
|
||||
monkeypatch.setattr("config.settings.jwt_private_key", priv)
|
||||
monkeypatch.setattr("config.settings.jwt_public_key", pub)
|
||||
```
|
||||
|
||||
**`conftest.py` `auth_user` fixture** (lines 207–245) — the integration tests that assert on refresh-token TTL need a `db_session` + `async_client`. Reuse these fixtures from `conftest.py` directly (they are autoimported by pytest from the package-level conftest).
|
||||
|
||||
---
|
||||
|
||||
## Shared Patterns
|
||||
|
||||
### Base64-decoded secret inline at call site
|
||||
**Source:** `backend/services/ai_config.py` lines 63–71 (HKDF derive pattern)
|
||||
**Apply to:** All 4 JWT signing/decoding sites in `services/auth.py`
|
||||
```python
|
||||
# Pattern: decode inline, never cache as module-level global
|
||||
private_pem = base64.b64decode(settings.jwt_private_key).decode()
|
||||
public_pem = base64.b64decode(settings.jwt_public_key).decode()
|
||||
```
|
||||
|
||||
### Startup idempotency check (SystemSettings read + upsert)
|
||||
**Source:** `backend/services/ai_config.py:seed_system_settings_from_env` lines 219–244
|
||||
**Apply to:** `_rotate_tokens_on_algorithm_change` in `main.py`
|
||||
```python
|
||||
stmt = select(SystemSettings).where(SystemSettings.provider_id == "<key>")
|
||||
result = await session.execute(stmt)
|
||||
existing = result.scalar_one_or_none()
|
||||
if existing is not None:
|
||||
return # idempotent — skip
|
||||
# ... insert or update
|
||||
```
|
||||
|
||||
### Startup try/except wrapping for missing table
|
||||
**Source:** `backend/main.py` lines 172–180
|
||||
**Apply to:** ES256 rotation block in `main.py`
|
||||
```python
|
||||
try:
|
||||
async with AsyncSessionLocal() as session:
|
||||
await <startup_fn>(session)
|
||||
except Exception as _exc:
|
||||
import logging as _logging
|
||||
_logging.getLogger(__name__).warning(
|
||||
"<task> skipped (table may not exist yet): %s", _exc
|
||||
)
|
||||
```
|
||||
|
||||
### httpOnly cookie set pattern
|
||||
**Source:** `backend/api/auth.py:_set_refresh_cookie` lines 70–80
|
||||
**Apply to:** modified `_set_refresh_cookie` signature (add `remember_me` param)
|
||||
```python
|
||||
response.set_cookie(
|
||||
key="refresh_token",
|
||||
value=raw_token,
|
||||
httponly=True,
|
||||
secure=True,
|
||||
samesite="strict",
|
||||
path="/api/auth/refresh",
|
||||
max_age=<computed>,
|
||||
)
|
||||
```
|
||||
|
||||
### Vue 3 Options API checkbox (script setup)
|
||||
**Source:** `frontend/src/views/auth/LoginView.vue` lines 177–193 (existing ref pattern)
|
||||
**Apply to:** new `rememberMe` ref + checkbox in `LoginView.vue`
|
||||
```javascript
|
||||
// Existing pattern: all form state is a ref()
|
||||
const rememberMe = ref(false)
|
||||
|
||||
// Existing options object pattern (submitTotp, line 241):
|
||||
const result = await authStore.login(email.value, password.value, {
|
||||
totpCode: totpInput.value,
|
||||
})
|
||||
// Extend with:
|
||||
rememberMe: rememberMe.value,
|
||||
```
|
||||
|
||||
### Bulk SQL update (no Python-layer iteration)
|
||||
**Source:** `backend/services/auth.py:revoke_all_refresh_tokens` provides context; the **preferred pattern for bulk updates** in this codebase is a single `session.execute(text(...))` as documented in CONTEXT.md §Specific Ideas
|
||||
**Apply to:** `_rotate_tokens_on_algorithm_change` bulk revoke
|
||||
```python
|
||||
await session.execute(
|
||||
text("UPDATE refresh_tokens SET revoked = true WHERE revoked = false")
|
||||
)
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## No Analog Found
|
||||
|
||||
All files have close analogs. No gaps.
|
||||
|
||||
---
|
||||
|
||||
## Metadata
|
||||
|
||||
**Analog search scope:** `backend/services/`, `backend/api/`, `backend/config.py`, `backend/main.py`, `frontend/src/stores/`, `frontend/src/views/auth/`, `backend/tests/`
|
||||
**Files read:** 12 source files + 2 planning documents
|
||||
**Pattern extraction date:** 2026-06-05
|
||||
Reference in New Issue
Block a user