NextMyDay/internal/core/setup/setup.go
Claus Lohmar 6d421b61fd feat(setup): gate first run with a printed setup code and a first-run page
The real topology is an LXC container (11020) behind Proxmox + Zoraxy, so
the SSH tunnel is impractical: it lands on the container gateway, not
loopback. D-025 is re-revised and D-044 adds the general gate.

- core/setup: a Gate (gate.go) holding the 128-bit setup code (generated at
  first run, or pinned by config `setup_code`) plus a signed unlock cookie
  (`myday_setup`) that carries a keyed one-way FINGERPRINT of the code, never
  the code itself. The code is single-use (retired on the first success) and
  the comparison ignores case/separators.
- The unlock action (`POST /setup?do=setup&action=unlock`) is CSRF-protected
  (A15), rate-limited (the /setup A3 class) and audited; a wrong or absent
  code gets the same generic 403 page.
- The door (server.Deps.SetupGate): in setup mode the wizard is served to
  EITHER the direct tunnel (gate a) OR an unlocked request (gate b); `GET /`
  and an un-unlocked `GET /setup` render a friendly first-run page with the
  code form — never a bare 404 — and every other route stays 404.
- cmd/myday prints an unmistakable startup banner: setup mode, the wizard
  URL, the code, where to read it (journalctl / pct exec 11020) and the
  restart that adopts the persisted secrets.
- httpx.Signer.Fingerprint backs the unlock cookie; config gains `setup_code`.

Tests cover the boilerplate at `/` and `/setup` (200, not 404), the unlock
(code → wizard; wrong/absent → generic, 429 under the limit), single-use, the
CSRF requirement, access-log redaction, and that a non-/setup route is still
404. Gate green (build · vet · test -race); live-smoked against the binary.
2026-10-15 06:33:13 +00:00

588 lines
20 KiB
Go

// Package setup implements SPEC-005: the `/setup` wizard, reachable over the
// direct SSH tunnel OR by unlocking it with the printed setup code (D-044),
// that brings a fresh instance to life.
//
// While in setup mode and NOT unlocked, `GET /` and `GET /setup` render a
// friendly first-run BOILERPLATE ("MyDay is not set up yet") with the setup-code
// entry form — never a bare 404, so the domain does not look "down" (D-044).
// `POST /setup?do=setup&action=unlock` with the correct code grants the unlock
// (a signed cookie, not a session — no user exists yet).
//
// The wizard walks three steps — (1) the domain / base URL, (2) the top admin
// with TOTP enrollment, (3) mail · locale · timezone — and finishes by
// persisting the settings to `config.yaml` with `setup: false` (D-035) and
// signalling completion (`Actions.Done`), after which `/setup` 404s (delete,
// don't redirect).
//
// Step 2 enrolls TOTP ONLY (D-041): a passkey registered over plain-HTTP
// loopback binds RP ID 127.0.0.1 and is unusable at the public domain. The
// admin adds a passkey at first login on the real origin, via the passkey
// nudge (SPEC-006 §8). It reuses SPEC-006's TOTP ceremony (flow.Actions) —
// no duplication.
//
// The wizard holds no routing of its own — the door (SPEC-003/005) gates it to
// setup mode and the tunnel, and verifies the pre-session CSRF token (A15)
// before invoking any action here.
//
// Spec: docs/specs/spec-005-setup-wizard.md.
package setup
import (
"context"
"errors"
"fmt"
"io"
"log/slog"
"net/http"
"net/url"
"os"
"strconv"
"strings"
"sync"
"sync/atomic"
"git.lohmar.co.uk/cclohmar/NextMyDay/internal/core/audit"
"git.lohmar.co.uk/cclohmar/NextMyDay/internal/core/auth"
"git.lohmar.co.uk/cclohmar/NextMyDay/internal/core/config"
"git.lohmar.co.uk/cclohmar/NextMyDay/internal/core/httpx"
"git.lohmar.co.uk/cclohmar/NextMyDay/internal/core/users"
)
// adminUserID is the top admin — the first user (D-013, D-021).
const adminUserID int64 = 1
// Users is the narrow slice of the user service the wizard needs.
type Users interface {
// Count reports how many users exist — the fail-safe setup-mode check
// (SPEC-005 §3) and the "is the admin already created?" question.
Count(ctx context.Context) (int, error)
// Create creates the top admin via the bootstrap path (creatorID == 0).
Create(ctx context.Context, creatorID int64, email, displayName string, role users.Role) (users.UserID, error)
// Get loads a user.
Get(ctx context.Context, id int64) (users.User, error)
}
// Enroller is the SPEC-006 TOTP ceremony, reused so the wizard never
// duplicates the work (SPEC-005 §4). Step 2 enrolls TOTP only (D-041) — the
// wizard never calls the WebAuthn registration actions.
type Enroller interface {
TOTPBegin(w http.ResponseWriter, r *http.Request, guid string) error
TOTPVerify(w http.ResponseWriter, r *http.Request, guid string) error
}
// Deps assembles the wizard's dependencies.
type Deps struct {
// Config is the startup configuration; the wizard persists a copy of it
// (with `setup: false` and the new settings) to ConfigPath.
Config *config.Config
// ConfigPath is where the settings are persisted to (usually config.yaml,
// never the committed example).
ConfigPath string
// Code is the D-044 setup code. When blank the wizard GENERATES a 128-bit
// one and prints it in the startup banner (`Actions.Code`); an operator may
// pin it via `setup_code` in the config.
Code string
// Users creates and inspects the top admin.
Users Users
// Identities mints and resolves the admin's identity.
Identities auth.Identities
// Enroll is the SPEC-006 ceremony (flow.Actions).
Enroll Enroller
// Audit receives the bootstrap events (A11).
Audit audit.Audit
// CSRF issues and verifies the anonymous double-submit token (A15).
CSRF *httpx.PreSessionCSRF
// Logger receives structured logs. Defaults to slog.Default().
Logger *slog.Logger
// Printout receives the rendered config when the file is not writable.
// Defaults to os.Stdout.
Printout io.Writer
// WriteFile writes the config file (tests inject a failing writer to
// exercise the "print the values" path). Defaults to os.WriteFile 0600.
WriteFile func(path string, data []byte) error
}
// Actions is the /setup wizard.
type Actions struct {
d Deps
gate *Gate
mu sync.Mutex
draft draft
// done signals that the bootstrap is complete. The live config is treated
// as an immutable startup snapshot (D-035: the FILE is the source of
// truth), so completion is a concurrency-safe flag here rather than a
// mutation of config.Setup — the door reads it on every request.
done atomic.Bool
}
// Done reports whether the wizard has completed — the door's "setup is over"
// signal (SPEC-005 §5). It is safe for concurrent use.
func (a *Actions) Done() bool { return a.done.Load() }
// draft is the small amount of wizard state that is not yet in the database or
// the config: the base URL captured in step 1 (empty = step 1 unanswered).
type draft struct {
domain string
}
// New validates and builds the wizard.
func New(d Deps) (*Actions, error) {
switch {
case d.Config == nil:
return nil, errors.New("setup: Config is required")
case d.Users == nil:
return nil, errors.New("setup: Users is required")
case d.Identities == nil:
return nil, errors.New("setup: Identities is required")
case d.Enroll == nil:
return nil, errors.New("setup: Enroll is required")
case d.CSRF == nil:
return nil, errors.New("setup: CSRF is required")
}
if strings.TrimSpace(d.ConfigPath) == "" {
return nil, errors.New("setup: ConfigPath is required")
}
if d.Logger == nil {
d.Logger = slog.Default()
}
if d.Printout == nil {
d.Printout = os.Stdout
}
if d.WriteFile == nil {
d.WriteFile = writeFile0600
}
// D-044: the first-run gate — the code + the signed unlock cookie. A blank
// code generates one (printed in the startup banner via Actions.Code).
gate, err := NewGate(d.Code, d.CSRF, d.Logger)
if err != nil {
return nil, err
}
return &Actions{d: d, gate: gate}, nil
}
// Code returns the setup code to print in the startup banner (D-044). It is the
// operator's `setup_code`, or the generated 128-bit value.
func (a *Actions) Code() string { return a.gate.Code() }
// Gate exposes the first-run gate so the door can ask whether a request is
// unlocked and render the boilerplate (D-044). The wizard itself never parses a
// path — the door decides.
func (a *Actions) Gate() *Gate { return a.gate }
// ── the first-run gate (D-044) ──────────────────────────────────────────────
// Unlock is the D-044 gate: `POST /setup?do=setup&action=unlock` carrying the
// setup code. The door has already verified the pre-session CSRF token (A15)
// and rate-limited the request (A3); here we check the code, grant the unlock
// for this browser, and send the operator on to the wizard (post/redirect/get).
//
// A wrong or absent code gets a GENERIC answer — the same page and message
// either way, so the form is no oracle — and is audited (no code value logged).
func (a *Actions) Unlock(w http.ResponseWriter, r *http.Request) error {
if a.done.Load() {
writeError(w, http.StatusNotFound, "not found")
return nil
}
if !a.gate.Accept(r.FormValue("code")) {
a.recordSetup(r.Context(), "setup.unlock", "refused")
return a.gate.boilerplateError(w, r)
}
a.gate.SetUnlockCookie(w, r)
a.recordSetup(r.Context(), "setup.unlock", "unlocked")
redirect(w, r, "/setup")
return nil
}
// ── the wizard page ─────────────────────────────────────────────────────────
// Page renders the wizard at its current step (GET /setup).
func (a *Actions) Page(w http.ResponseWriter, r *http.Request) error {
st, err := a.step(r.Context())
if err != nil {
return err
}
token, err := a.d.CSRF.Ensure(w, r)
if err != nil {
return err
}
return renderHTML(w, http.StatusOK, wizardPage(st, token, a.draftDomain()))
}
// ── step 1 · the domain ─────────────────────────────────────────────────────
// DomainSave records the base URL (step 1) and advances to step 2.
func (a *Actions) DomainSave(w http.ResponseWriter, r *http.Request) error {
if a.done.Load() {
writeError(w, http.StatusNotFound, "not found")
return nil
}
base := strings.TrimSpace(r.FormValue("base_url"))
if base == "" {
writeError(w, http.StatusBadRequest, "a base URL is required")
return nil
}
if u, err := url.Parse(base); err != nil || u.Scheme == "" || u.Host == "" {
writeError(w, http.StatusBadRequest, "invalid base URL")
return nil
}
a.mu.Lock()
a.draft.domain = base
a.mu.Unlock()
redirect(w, r, "/setup")
return nil
}
// ── step 2 · the top admin ──────────────────────────────────────────────────
// AdminCreate creates `user_id = 1` (role admin) and mints its identity. Only
// one admin may ever exist (SPEC-004 AC-6) — a second attempt is refused.
func (a *Actions) AdminCreate(w http.ResponseWriter, r *http.Request) error {
ctx := r.Context()
if a.done.Load() {
writeError(w, http.StatusNotFound, "not found")
return nil
}
n, err := a.d.Users.Count(ctx)
if err != nil {
return err
}
if n > 0 {
// The admin may already exist. Refuse a SECOND admin (AC-5), but repair
// a first one left without an identity (a crash after Create, before
// Mint) — otherwise the wizard could never be resumed.
repaired, err := a.ensureAdminIdentity(ctx)
if err != nil {
return err
}
if !repaired {
writeError(w, http.StatusConflict, "an admin already exists")
return nil
}
redirect(w, r, "/setup")
return nil
}
name := strings.TrimSpace(r.FormValue("display_name"))
email := strings.TrimSpace(r.FormValue("email"))
if name == "" || email == "" {
writeError(w, http.StatusBadRequest, "a display name and an email are required")
return nil
}
userID, err := a.d.Users.Create(ctx, 0, email, name, users.RoleAdmin)
if err != nil {
switch {
case errors.Is(err, users.ErrBootstrapClosed), errors.Is(err, users.ErrOneAdmin),
errors.Is(err, users.ErrDuplicateEmail):
writeError(w, http.StatusConflict, "cannot create the admin")
case errors.Is(err, users.ErrEmailRequired), errors.Is(err, users.ErrNameRequired),
errors.Is(err, users.ErrInvalidRole), errors.Is(err, users.ErrBootstrapAdmin):
writeError(w, http.StatusBadRequest, "bad request")
default:
return err
}
return nil
}
if _, _, err := a.d.Identities.Mint(ctx, userID); err != nil {
return err
}
a.record(ctx, "setup.admin", fmt.Sprintf("user:%d", userID))
redirect(w, r, "/setup")
return nil
}
// ensureAdminIdentity mints the top admin's identity when the user exists but
// has none (a crash between Create and Mint). It reports repaired=false when an
// identity already exists — the caller then refuses a second admin (AC-5).
func (a *Actions) ensureAdminIdentity(ctx context.Context) (repaired bool, err error) {
if _, err := a.d.Identities.ByUserID(ctx, adminUserID); err == nil {
return false, nil
} else if !errors.Is(err, auth.ErrIdentityNotFound) {
return false, err
}
u, err := a.d.Users.Get(ctx, adminUserID)
if err != nil {
return false, err
}
if u.Role != users.RoleAdmin {
return false, nil
}
if _, _, err := a.d.Identities.Mint(ctx, adminUserID); err != nil {
return false, err
}
a.record(ctx, "setup.admin", fmt.Sprintf("user:%d", adminUserID))
return true, nil
}
// TOTPBegin issues the admin's TOTP secret.
func (a *Actions) TOTPBegin(w http.ResponseWriter, r *http.Request) error {
guid, ok, err := a.pendingGUID(r.Context())
if err != nil {
return err
}
if !ok {
writeError(w, http.StatusConflict, "no admin is awaiting enrollment")
return nil
}
return a.d.Enroll.TOTPBegin(w, r, guid)
}
// TOTPVerify verifies the code, activating the identity and minting a session
// (the ceremony lives in SPEC-006).
func (a *Actions) TOTPVerify(w http.ResponseWriter, r *http.Request) error {
guid, ok, err := a.pendingGUID(r.Context())
if err != nil {
return err
}
if !ok {
writeError(w, http.StatusConflict, "no admin is awaiting enrollment")
return nil
}
return a.d.Enroll.TOTPVerify(w, r, guid)
}
// ── step 3 · settings & finish ──────────────────────────────────────────────
// Finish persists the mail/locale/timezone settings (a copy of the startup
// config with `setup: false`), signals completion (`Done`) and lands the freshly
// enrolled admin on their dashboard.
//
// If `config.yaml` is not writable the values are PRINTED for the operator
// (SPEC-005 §4) and setup still completes.
func (a *Actions) Finish(w http.ResponseWriter, r *http.Request) error {
ctx := r.Context()
if a.done.Load() {
writeError(w, http.StatusNotFound, "not found")
return nil
}
st, err := a.step(ctx)
if err != nil {
return err
}
if st != stepSettings {
writeError(w, http.StatusConflict, "the admin is not enrolled yet")
return nil
}
port := 0
if v := strings.TrimSpace(r.FormValue("mail.port")); v != "" {
p, err := strconv.Atoi(v)
if err != nil || p < 0 || p > 65535 {
writeError(w, http.StatusBadRequest, "invalid mail port")
return nil
}
port = p
}
c := *a.d.Config // a copy: the live config stays the startup snapshot (D-035)
c.Setup = false
c.Mail = config.Mail{
Host: strings.TrimSpace(r.FormValue("mail.host")),
Port: port,
Username: strings.TrimSpace(r.FormValue("mail.username")),
Password: r.FormValue("mail.password"),
From: strings.TrimSpace(r.FormValue("mail.from")),
}
c.App = config.App{
Locale: strings.TrimSpace(r.FormValue("app.locale")),
Timezone: strings.TrimSpace(r.FormValue("app.timezone")),
}
if d := a.draftDomain(); d != "" {
c.Server.BaseURL = d
}
// R-6: a first boot from config.example.yaml must persist a VIABLE config.
// Any secret that is still empty or a placeholder is replaced with a
// strong, freshly generated value before it is written.
if _, err := a.generateSecrets(&c); err != nil {
return err
}
if err := a.persist(&c); err != nil {
return err
}
a.done.Store(true)
a.gate.Clear() // retire the setup code + every outstanding unlock (D-044)
a.record(ctx, "setup.complete", "bootstrap finished")
target := "/home"
if guid, err := a.adminGUID(ctx); err == nil && guid != "" {
target = "/" + guid + "/home"
}
redirect(w, r, target)
return nil
}
// generateSecrets replaces any empty or placeholder secret with a strong,
// cryptographically-random value (R-6), so a copy of config.example.yaml boots
// straight into productive mode after the wizard. It reports whether it changed
// anything.
//
// The TOTP encryption key feeds AES-256-GCM, whose key must be EXACTLY 32
// bytes (SPEC-003 D-2), so it is base64url of 24 random bytes = 32 printable
// characters. The other three are signing keys and only need >= 32 bytes.
func (a *Actions) generateSecrets(c *config.Config) (bool, error) {
changed := false
for _, s := range []struct {
name string
dst *string
n int
}{
{"secrets.cookie_secret", &c.Secrets.CookieSecret, 32},
{"secrets.csrf_key", &c.Secrets.CSRFKey, 32},
} {
if !config.SecretIsPlaceholder(*s.dst) {
continue
}
v, err := randomString(s.n)
if err != nil {
return false, err
}
*s.dst = v
changed = true
a.d.Logger.Info("setup: generated a strong secret", "name", s.name)
}
if config.SecretIsPlaceholder(c.Secrets.TOTPEncryptionKey) {
v, err := randomString(24) // 24 bytes -> 32 base64url chars
if err != nil {
return false, err
}
c.Secrets.TOTPEncryptionKey = v
changed = true
a.d.Logger.Info("setup: generated a strong secret", "name", "secrets.totp_encryption_key")
}
return changed, nil
}
// randomString returns n cryptographically-random bytes, base64url-encoded.
// It delegates to config.GenerateSecret so the wizard and the startup path (the
// TOTP key, R-6) mint secrets the same way.
func randomString(n int) (string, error) { return config.GenerateSecret(n) }
// persist writes the config to disk; when it cannot, it prints the values and
// instructs the operator (SPEC-005 §4). It is complete either way.
func (a *Actions) persist(c *config.Config) error {
data, err := config.Marshal(c)
if err != nil {
return err
}
if err := a.d.WriteFile(a.d.ConfigPath, data); err != nil {
a.printValues(data, err)
return nil
}
a.d.Logger.Info("setup: settings persisted", "path", a.d.ConfigPath)
return nil
}
// printValues is the operator fallback when config.yaml is not writable: the
// values go to stdout with an instruction, and setup still completes.
func (a *Actions) printValues(data []byte, cause error) {
a.d.Logger.Warn("setup: config file is not writable — printing the values for the operator",
"path", a.d.ConfigPath, "error", cause)
fmt.Fprintf(a.d.Printout,
"\n# MyDay setup could not write %s: %v\n"+
"# Write the following to that path by hand, then restart MyDay:\n\n%s\n",
a.d.ConfigPath, cause, data)
}
// ── state ───────────────────────────────────────────────────────────────────
// step is the wizard's position.
type step int
const (
stepDomain step = iota // 1 · the domain / base URL
stepAdmin // 2a · the admin's details
stepEnroll // 2b · TOTP enrollment (D-041: no passkey)
stepSettings // 3 · mail · locale · timezone
)
// step derives the current step from the database and the in-memory draft.
func (a *Actions) step(ctx context.Context) (step, error) {
n, err := a.d.Users.Count(ctx)
if err != nil {
return 0, err
}
if n == 0 {
if a.draftDomain() != "" {
return stepAdmin, nil
}
return stepDomain, nil
}
idn, err := a.d.Identities.ByUserID(ctx, adminUserID)
if err != nil {
if errors.Is(err, auth.ErrIdentityNotFound) {
// A user exists but has no live identity — restart step 2.
return stepAdmin, nil
}
return 0, err
}
if idn.Status == auth.StatusPendingEnrollment {
return stepEnroll, nil
}
return stepSettings, nil
}
// draftDomain returns the base URL captured in step 1, if any.
func (a *Actions) draftDomain() string {
a.mu.Lock()
defer a.mu.Unlock()
return a.draft.domain
}
// adminGUID returns the admin's current GUID.
func (a *Actions) adminGUID(ctx context.Context) (string, error) {
idn, err := a.d.Identities.ByUserID(ctx, adminUserID)
if err != nil {
return "", err
}
return idn.GUID, nil
}
// pendingGUID returns the admin's GUID when its identity still awaits
// enrollment; ok=false means there is nothing to enroll.
func (a *Actions) pendingGUID(ctx context.Context) (guid string, ok bool, err error) {
idn, err := a.d.Identities.ByUserID(ctx, adminUserID)
if err != nil {
if errors.Is(err, auth.ErrIdentityNotFound) {
return "", false, nil
}
return "", false, err
}
if idn.Status != auth.StatusPendingEnrollment {
return "", false, nil
}
return idn.GUID, true, nil
}
// record writes one bootstrap audit row (A11).
func (a *Actions) record(ctx context.Context, action, detail string) {
if a.d.Audit == nil {
return
}
a.d.Audit.Record(ctx, audit.Event{
Action: action,
Subject: fmt.Sprintf("user:%d", adminUserID),
Detail: detail,
})
}
// recordSetup writes an audit row for an event that happens BEFORE the admin
// exists (the D-044 unlock). The subject is anonymous — there is no user yet.
func (a *Actions) recordSetup(ctx context.Context, action, detail string) {
if a.d.Audit == nil {
return
}
a.d.Audit.Record(ctx, audit.Event{
Action: action,
Subject: "anonymous",
Detail: detail,
})
}
// writeFile0600 is the default persister: the config holds secrets, so it is
// written owner-only.
func writeFile0600(path string, data []byte) error {
return os.WriteFile(path, data, 0o600)
}