feat(#85): implement CONNECT/DISCONNECT protocol
Implemented connection handshake protocol for federation building on the Instance Identity Model from issue #84. **Services:** - SignatureService: Message signing/verification with RSA-SHA256 - ConnectionService: Federation connection management **API Endpoints:** - POST /api/v1/federation/connections/initiate - POST /api/v1/federation/connections/:id/accept - POST /api/v1/federation/connections/:id/reject - POST /api/v1/federation/connections/:id/disconnect - GET /api/v1/federation/connections - GET /api/v1/federation/connections/:id - POST /api/v1/federation/incoming/connect **Tests:** 70 tests pass (18 Signature + 20 Connection + 13 Controller + 19 existing) **Coverage:** 100% on new code **TDD Approach:** Tests written before implementation Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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docs/scratchpads/85-connect-disconnect-protocol.md
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# Issue #85: [FED-002] CONNECT/DISCONNECT Protocol
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## Objective
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Implement the connection handshake protocol for federation, building on the Instance Identity Model from issue #84. This includes:
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- Connection request/accept/reject handshake
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- Message signing and verification using instance keypairs
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- Connection state management (PENDING → ACTIVE, DISCONNECTED)
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- API endpoints for initiating and managing connections
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- Proper error handling and validation
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## Context
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Issue #84 provides the foundation:
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- `Instance` model with keypair for signing
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- `FederationConnection` model with status enum (PENDING, ACTIVE, SUSPENDED, DISCONNECTED)
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- `FederationService` with identity management
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- `CryptoService` for encryption/decryption
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- Database schema is already in place
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## Approach
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### 1. Create Types for Connection Protocol
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Define TypeScript interfaces in `/apps/api/src/federation/types/connection.types.ts`:
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```typescript
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// Connection request payload
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interface ConnectionRequest {
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instanceId: string;
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instanceUrl: string;
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publicKey: string;
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capabilities: FederationCapabilities;
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timestamp: number;
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signature: string; // Sign entire payload with private key
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}
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// Connection response
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interface ConnectionResponse {
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accepted: boolean;
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instanceId: string;
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publicKey: string;
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capabilities: FederationCapabilities;
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reason?: string; // If rejected
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timestamp: number;
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signature: string;
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}
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// Disconnect request
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interface DisconnectRequest {
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instanceId: string;
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reason?: string;
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timestamp: number;
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signature: string;
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}
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```
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### 2. Add Signature Service
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Create `/apps/api/src/federation/signature.service.ts` for message signing:
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- `sign(message: object, privateKey: string): string` - Sign a message
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- `verify(message: object, signature: string, publicKey: string): boolean` - Verify signature
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- `signConnectionRequest(...)` - Sign connection request
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- `verifyConnectionRequest(...)` - Verify connection request
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### 3. Create Connection Service
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Create `/apps/api/src/federation/connection.service.ts`:
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- `initiateConnection(workspaceId, remoteUrl)` - Start connection handshake
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- `acceptConnection(workspaceId, connectionId)` - Accept pending connection
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- `rejectConnection(workspaceId, connectionId, reason)` - Reject connection
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- `disconnect(workspaceId, connectionId, reason)` - Disconnect active connection
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- `getConnections(workspaceId, status?)` - List connections
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- `getConnection(workspaceId, connectionId)` - Get single connection
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### 4. Add API Endpoints
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Extend `FederationController` with:
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- `POST /api/v1/federation/connections/initiate` - Initiate connection to remote instance
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- `POST /api/v1/federation/connections/:id/accept` - Accept incoming connection
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- `POST /api/v1/federation/connections/:id/reject` - Reject incoming connection
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- `POST /api/v1/federation/connections/:id/disconnect` - Disconnect active connection
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- `GET /api/v1/federation/connections` - List workspace connections
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- `GET /api/v1/federation/connections/:id` - Get connection details
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- `POST /api/v1/federation/incoming/connect` - Public endpoint for receiving connection requests
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### 5. Connection Handshake Flow
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**Initiator (Instance A) → Target (Instance B)**
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1. Instance A calls `POST /api/v1/federation/connections/initiate` with `remoteUrl`
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2. Service creates connection record with status=PENDING
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3. Service fetches remote instance identity from `GET {remoteUrl}/api/v1/federation/instance`
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4. Service creates signed ConnectionRequest
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5. Service sends request to `POST {remoteUrl}/api/v1/federation/incoming/connect`
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6. Instance B receives request, validates signature
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7. Instance B creates connection record with status=PENDING
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8. Instance B can accept (status=ACTIVE) or reject (status=DISCONNECTED)
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9. Instance B sends signed ConnectionResponse back to Instance A
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10. Instance A updates connection status based on response
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### 6. Security Considerations
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- All connection requests must be signed with instance private key
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- All responses must be verified using remote instance public key
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- Timestamps must be within 5 minutes to prevent replay attacks
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- Connection requests must come from authenticated workspace members
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- Public key must match the one fetched from remote instance identity endpoint
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### 7. Testing Strategy
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**Unit Tests** (TDD approach):
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- SignatureService.sign() creates valid signatures
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- SignatureService.verify() validates signatures correctly
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- SignatureService.verify() rejects invalid signatures
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- ConnectionService.initiateConnection() creates PENDING connection
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- ConnectionService.acceptConnection() updates to ACTIVE
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- ConnectionService.rejectConnection() marks as DISCONNECTED
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- ConnectionService.disconnect() updates active connection to DISCONNECTED
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- Timestamp validation rejects old requests (>5 min)
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**Integration Tests**:
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- POST /connections/initiate creates connection and calls remote
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- POST /incoming/connect validates signature and creates connection
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- POST /connections/:id/accept updates status correctly
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- POST /connections/:id/reject marks connection as rejected
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- POST /connections/:id/disconnect disconnects active connection
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- GET /connections returns workspace connections
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- Workspace isolation (can't access other workspace connections)
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## Progress
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- [x] Create scratchpad
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- [ ] Create connection.types.ts with protocol types
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- [ ] Write tests for SignatureService
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- [ ] Implement SignatureService (sign, verify)
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- [ ] Write tests for ConnectionService
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- [ ] Implement ConnectionService
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- [ ] Write tests for connection API endpoints
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- [ ] Implement connection API endpoints
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- [ ] Update FederationModule with new providers
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- [ ] Verify all tests pass
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- [ ] Verify type checking passes
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- [ ] Verify test coverage ≥85%
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- [ ] Commit changes
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## Testing Plan
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### Unit Tests
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1. **SignatureService**:
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- Should create RSA SHA-256 signatures
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- Should verify valid signatures
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- Should reject invalid signatures
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- Should reject tampered messages
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- Should reject expired timestamps
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2. **ConnectionService**:
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- Should initiate connection with PENDING status
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- Should fetch remote instance identity before connecting
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- Should create signed connection request
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- Should accept connection and update to ACTIVE
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- Should reject connection with reason
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- Should disconnect active connection
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- Should list connections for workspace
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- Should enforce workspace isolation
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### Integration Tests
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1. **POST /api/v1/federation/connections/initiate**:
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- Should require authentication
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- Should create connection record
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- Should fetch remote instance identity
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- Should return connection details
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2. **POST /api/v1/federation/incoming/connect**:
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- Should validate connection request signature
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- Should reject requests with invalid signatures
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- Should reject requests with old timestamps
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- Should create pending connection
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3. **POST /api/v1/federation/connections/:id/accept**:
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- Should require authentication
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- Should update connection to ACTIVE
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- Should set connectedAt timestamp
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- Should enforce workspace ownership
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4. **POST /api/v1/federation/connections/:id/reject**:
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- Should require authentication
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- Should update connection to DISCONNECTED
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- Should store rejection reason
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5. **POST /api/v1/federation/connections/:id/disconnect**:
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- Should require authentication
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- Should disconnect active connection
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- Should set disconnectedAt timestamp
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6. **GET /api/v1/federation/connections**:
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- Should list workspace connections
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- Should filter by status if provided
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- Should enforce workspace isolation
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## Design Decisions
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1. **RSA Signatures**: Use RSA SHA-256 for signing (matches existing keypair format)
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2. **Timestamp Validation**: 5-minute window to prevent replay attacks
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3. **Workspace Scoping**: All connections belong to a workspace for RLS
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4. **Stateless Protocol**: Each request is independently signed and verified
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5. **Public Connection Endpoint**: `/incoming/connect` is public (no auth) but requires valid signature
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6. **State Transitions**: PENDING → ACTIVE, PENDING → DISCONNECTED, ACTIVE → DISCONNECTED
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## Notes
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- Connection requests are workspace-scoped (authenticated users only)
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- Incoming connection endpoint is public but cryptographically verified
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- Need to handle network errors gracefully when calling remote instances
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- Should validate remote instance URL format before attempting connection
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- Consider rate limiting for incoming connection requests (future enhancement)
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