server/peer.c, server/keyset.c: Fix key renegotiation behaviour.

[tripe] / server / keyset.c

/* -*-c-*-
 *
 * Handling of symmetric keysets
 *
 * (c) 2001 Straylight/Edgeware
 */

/*----- Licensing notice --------------------------------------------------*
 *
 * This file is part of Trivial IP Encryption (TrIPE).
 *
 * TrIPE is free software; you can redistribute it and/or modify
 * it under the terms of the GNU General Public License as published by
 * the Free Software Foundation; either version 2 of the License, or
 * (at your option) any later version.
 *
 * TrIPE is distributed in the hope that it will be useful,
 * but WITHOUT ANY WARRANTY; without even the implied warranty of
 * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
 * GNU General Public License for more details.
 *
 * You should have received a copy of the GNU General Public License
 * along with TrIPE; if not, write to the Free Software Foundation,
 * Inc., 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA.
 */

/*----- Header files ------------------------------------------------------*/

#include "tripe.h"

/*----- Tunable parameters ------------------------------------------------*/

/* --- Note on size limits --- *
 *
 * For a 64-bit block cipher (e.g., Blowfish), the probability of a collision
 * occurring after 32 MB is less than %$2^{-21}$%, and the probability of a
 * collision occurring after 64 MB is less than %$2^{-19}$%.  These could be
 * adjusted dependent on the encryption scheme, but it's too much pain.
 */

#define T_EXP MIN(60)			/* Expiry time for a key */
#define T_REGEN MIN(45)			/* Regeneration time for a key */
#define SZ_EXP MEG(64)			/* Expiry data size for a key */
#define SZ_REGEN MEG(32)		/* Data size threshold for regen */

/*----- Handy macros ------------------------------------------------------*/

#define KEYOK(ks, now) ((ks)->sz_exp > 0 && (ks)->t_exp > now)

#define SEQSZ 4				/* Size of sequence number packet */

/*----- Low-level packet encryption and decryption ------------------------*/

/* --- Encrypted data format --- *
 *
 * Let %$p_i$% be the %$i$%-th plaintext message, with type %$t$%.  We first
 * compute
 *
 *   %$c_i = \mathcal{E}\textrm{-CBC}_{K_{\text{E}}}(p_i)$%
 *
 * as the CBC-ciphertext of %$p_i$%, and then
 *
 *   %$\sigma_i = \mathcal{T}_{K_{\text{M}}}(t, i, c_i)$%
 *
 * as a MAC on the %%\emph{ciphertext}%%.  The message sent is then the pair
 * %$(\sigma_i, c_i)$%.  This construction is provably secure in the NM-CCA
 * sense (assuming that the cipher is IND-CPA, and the MAC is SUF-CMA)
 * [Bellare and Namprempre].
 *
 * This also ensures that, assuming the key is good, we have a secure channel
 * [Krawczyk].  Actually, [Krawczyk] shows that, if the cipher is either a
 * simple stream cipher or a block cipher in CBC mode, we can use the MAC-
 * then-encrypt scheme and still have a secure channel.  However, I like the
 * NM-CCA guarantee from [Bellare and Namprempre].  I'm less worried about
 * the Horton Principle [Wagner and Schneier].
 */

/* --- @doencrypt@ --- *
 *
 * Arguments:	@keyset *ks@ = pointer to keyset to use
 *		@unsigned ty@ = type of message this is
 *		@buf *b@ = pointer to an input buffer
 *		@buf *bb@ = pointer to an output buffer
 *
 * Returns:	Zero if OK; @KSERR_REGEN@ if it's time to generate new keys.
 *		Also returns zero if there was insufficient buffer space, but
 *		the buffer is broken in this case.
 *
 * Use:		Encrypts a message with the given key.  We assume that the
 *		keyset is OK to use.
 */

static int doencrypt(keyset *ks, unsigned ty, buf *b, buf *bb)
{
  ghash *h;
  gcipher *c = ks->cout;
  const octet *p = BCUR(b);
  size_t sz = BLEFT(b);
  octet *qmac, *qseq, *qiv, *qpk;
  uint32 oseq;
  size_t ivsz = GC_CLASS(c)->blksz;
  size_t tagsz = ks->tagsz;
  size_t osz, nsz;
  octet t[4];
  int rc = 0;

  /* --- Allocate the required buffer space --- */

  if (buf_ensure(bb, tagsz + SEQSZ + ivsz + sz))
    return (0); /* Caution! */
  qmac = BCUR(bb); qseq = qmac + tagsz; qiv = qseq + SEQSZ; qpk = qiv + ivsz;
  BSTEP(bb, tagsz + SEQSZ + ivsz + sz);
  STORE32(t, ty);

  oseq = ks->oseq++; STORE32(qseq, oseq);
  IF_TRACING(T_KEYSET, {
    trace(T_KEYSET, "keyset: encrypting packet %lu using keyset %u",
	  (unsigned long)oseq, ks->seq);
    trace_block(T_CRYPTO, "crypto: plaintext packet", p, sz);
  })

  /* --- Encrypt the packet --- */

  if (ivsz) {
    rand_get(RAND_GLOBAL, qiv, ivsz);
    GC_SETIV(c, qiv);
    IF_TRACING(T_KEYSET, {
      trace_block(T_CRYPTO, "crypto: initialization vector", qiv, ivsz);
    })
  }
  GC_ENCRYPT(c, p, qpk, sz);
  IF_TRACING(T_KEYSET, {
    trace_block(T_CRYPTO, "crypto: encrypted packet", qpk, sz);
  })

  /* --- Now compute the MAC --- */

  if (tagsz) {
    h = GM_INIT(ks->mout);
    GH_HASH(h, t, sizeof(t));
    GH_HASH(h, qseq, SEQSZ + ivsz + sz);
    memcpy(qmac, GH_DONE(h, 0), tagsz);
    GH_DESTROY(h);
    IF_TRACING(T_KEYSET, {
      trace_block(T_CRYPTO, "crypto: computed MAC", qmac, tagsz);
    })
  }

  /* --- Deduct the packet size from the key's data life --- */

  osz = ks->sz_exp;
  if (osz > sz)
    nsz = osz - sz;
  else
    nsz = 0;
  if (osz >= SZ_REGEN && nsz < SZ_REGEN) {
    T( trace(T_KEYSET, "keyset: keyset %u data regen limit exceeded -- "
	     "forcing exchange", ks->seq); )
    rc = KSERR_REGEN;
  }
  ks->sz_exp = nsz;
  return (rc);
}

/* --- @dodecrypt@ --- *
 *
 * Arguments:	@keyset *ks@ = pointer to keyset to use
 *		@unsigned ty@ = expected type code
 *		@buf *b@ = pointer to an input buffer
 *		@buf *bb@ = pointer to an output buffer
 *		@uint32 *seq@ = where to store the sequence number
 *
 * Returns:	Zero on success; @KSERR_DECRYPT@ on failure.
 *
 * Use:		Attempts to decrypt a message with the given key.  No other
 *		checking (e.g., sequence number checks) is performed.  We
 *		assume that the keyset is OK to use, and that there is
 *		sufficient output buffer space reserved.  If the decryption
 *		is successful, the buffer pointer is moved past the decrypted
 *		packet, and the packet's sequence number is stored in @*seq@.
 */

static int dodecrypt(keyset *ks, unsigned ty, buf *b, buf *bb, uint32 *seq)
{
  const octet *pmac, *piv, *pseq, *ppk;
  size_t psz = BLEFT(b);
  size_t sz;
  octet *q = BCUR(bb);
  ghash *h;
  gcipher *c = ks->cin;
  size_t ivsz = GC_CLASS(c)->blksz;
  size_t tagsz = ks->tagsz;
  octet *mac;
  int eq;
  octet t[4];

  /* --- Break up the packet into its components --- */

  if (psz < ivsz + SEQSZ + tagsz) {
    T( trace(T_KEYSET, "keyset: block too small for keyset %u", ks->seq); )
    return (KSERR_DECRYPT);
  }
  sz = psz - ivsz - SEQSZ - tagsz;
  pmac = BCUR(b); pseq = pmac + tagsz; piv = pseq + SEQSZ; ppk = piv + ivsz;
  STORE32(t, ty);

  IF_TRACING(T_KEYSET, {
    trace(T_KEYSET, "keyset: decrypting using keyset %u", ks->seq);
    trace_block(T_CRYPTO, "crypto: ciphertext packet", ppk, sz);
  })

  /* --- Verify the MAC on the packet --- */

  if (tagsz) {
    h = GM_INIT(ks->min);
    GH_HASH(h, t, sizeof(t));
    GH_HASH(h, pseq, SEQSZ + ivsz + sz);
    mac = GH_DONE(h, 0);
    eq = !memcmp(mac, pmac, tagsz);
    IF_TRACING(T_KEYSET, {
      trace_block(T_CRYPTO, "crypto: computed MAC", mac, tagsz);
    })
    GH_DESTROY(h);
    if (!eq) {
      IF_TRACING(T_KEYSET, {
	trace(T_KEYSET, "keyset: incorrect MAC: decryption failed");
	trace_block(T_CRYPTO, "crypto: expected MAC", pmac, tagsz);
      })
      return (KSERR_DECRYPT);
    }
  }

  /* --- Decrypt the packet --- */

  if (ivsz) {
    GC_SETIV(c, piv);
    IF_TRACING(T_KEYSET, {
      trace_block(T_CRYPTO, "crypto: initialization vector", piv, ivsz);
    })
  }
  GC_DECRYPT(c, ppk, q, sz);
  if (seq)
    *seq = LOAD32(pseq);
  IF_TRACING(T_KEYSET, {
    trace(T_KEYSET, "keyset: decrypted OK (sequence = %lu)",
	  (unsigned long)LOAD32(pseq));
    trace_block(T_CRYPTO, "crypto: decrypted packet", q, sz);
  })
  BSTEP(bb, sz);
  return (0);
}

/*----- Operations on a single keyset -------------------------------------*/

/* --- @ks_drop@ --- *
 *
 * Arguments:	@keyset *ks@ = pointer to a keyset
 *
 * Returns:	---
 *
 * Use:		Decrements a keyset's reference counter.  If the counter hits
 *		zero, the keyset is freed.
 */

void ks_drop(keyset *ks)
{
  if (--ks->ref)
    return;
  GC_DESTROY(ks->cin);
  GC_DESTROY(ks->cout);
  GM_DESTROY(ks->min);
  GM_DESTROY(ks->mout);
  DESTROY(ks);
}

/* --- @ks_gen@ --- *
 *
 * Arguments:	@const void *k@ = pointer to key material
 *		@size_t x, y, z@ = offsets into key material (see below)
 *		@peer *p@ = pointer to peer information
 *
 * Returns:	A pointer to the new keyset.
 *
 * Use:		Derives a new keyset from the given key material.  The
 *		offsets @x@, @y@ and @z@ separate the key material into three
 *		parts.  Between the @k@ and @k + x@ is `my' contribution to
 *		the key material; between @k + x@ and @k + y@ is `your'
 *		contribution; and between @k + y@ and @k + z@ is a shared
 *		value we made together.  These are used to construct two
 *		pairs of symmetric keys.  Each pair consists of an encryption
 *		key and a message authentication key.  One pair is used for
 *		outgoing messages, the other for incoming messages.
 *
 *		The new key is marked so that it won't be selected for output
 *		by @ksl_encrypt@.  You can still encrypt data with it by
 *		calling @ks_encrypt@ directly.
 */

keyset *ks_gen(const void *k, size_t x, size_t y, size_t z, peer *p)
{
  ghash *h;
  const octet *hh;
  keyset *ks = CREATE(keyset);
  time_t now = time(0);
  const octet *pp = k;
  T( static unsigned seq = 0; )

  T( trace(T_KEYSET, "keyset: adding new keyset %u", seq); )

  /* --- Construct the various keys --- *
   *
   * This is done with macros, because it's quite tedious.
   */

#define MINE GH_HASH(h, pp, x)
#define YOURS GH_HASH(h, pp + x, y - x)
#define OURS GH_HASH(h, pp + y, z - y)

#define HASH_in MINE; YOURS; OURS
#define HASH_out YOURS; MINE; OURS
#define INIT_c(k) GC_INIT(algs.c, (k), algs.cksz)
#define INIT_m(k) GM_KEY(algs.m, (k), algs.mksz)
#define STR_c "encryption"
#define STR_m "integrity"
#define STR_in "incoming"
#define STR_out "outgoing"

#define SETKEY(a, dir) do {						\
  h = GH_INIT(algs.h);							\
  HASH_STRING(h, "tripe-" STR_##a);					\
  HASH_##dir;								\
  hh = GH_DONE(h, 0);							\
  IF_TRACING(T_KEYSET, {						\
    trace_block(T_CRYPTO, "crypto: " STR_##dir " key " STR_##a,		\
		hh, algs.a##ksz);					\
  })									\
  ks->a##dir = INIT_##a(hh);						\
  GH_DESTROY(h);							\
} while (0)

  SETKEY(c, in); SETKEY(c, out);
  SETKEY(m, in); SETKEY(m, out);

#undef MINE
#undef YOURS
#undef OURS
#undef STR_c
#undef STR_m
#undef STR_in
#undef STR_out
#undef INIT_c
#undef INIT_m
#undef HASH_in
#undef HASH_out
#undef SETKEY

  T( ks->seq = seq++; )
  ks->ref = 1;
  ks->t_exp = now + T_EXP;
  ks->sz_exp = SZ_EXP;
  ks->oseq = 0;
  seq_reset(&ks->iseq);
  ks->next = 0;
  ks->p = p;
  ks->f = KSF_LISTEN;
  ks->tagsz = algs.tagsz;
  return (ks);
}

/* --- @ks_tregen@ --- *
 *
 * Arguments:	@keyset *ks@ = pointer to a keyset
 *
 * Returns:	The time at which moves ought to be made to replace this key.
 */

time_t ks_tregen(keyset *ks) { return (ks->t_exp - T_EXP + T_REGEN); }

/* --- @ks_activate@ --- *
 *
 * Arguments:	@keyset *ks@ = pointer to a keyset
 *
 * Returns:	---
 *
 * Use:		Activates a keyset, so that it can be used for encrypting
 *		outgoing messages.
 */

void ks_activate(keyset *ks)
{
  if (ks->f & KSF_LISTEN) {
    T( trace(T_KEYSET, "keyset: activating keyset %u", ks->seq); )
    ks->f &= ~KSF_LISTEN;
  }
}

/* --- @ks_encrypt@ --- *
 *
 * Arguments:	@keyset *ks@ = pointer to a keyset
 *		@unsigned ty@ = message type
 *		@buf *b@ = pointer to input buffer
 *		@buf *bb@ = pointer to output buffer
 *
 * Returns:	Zero if successful; @KSERR_REGEN@ if we should negotiate a
 *		new key; @KSERR_NOKEYS@ if the key is not usable.  Also
 *		returns zero if there was insufficient buffer (but the output
 *		buffer is broken in this case).
 *
 * Use:		Encrypts a block of data using the key.  Note that the `key
 *		ought to be replaced' notification is only ever given once
 *		for each key.  Also note that this call forces a keyset to be
 *		used even if it's marked as not for data output.
 */

int ks_encrypt(keyset *ks, unsigned ty, buf *b, buf *bb)
{
  time_t now = time(0);

  if (!KEYOK(ks, now)) {
    buf_break(bb);
    return (KSERR_NOKEYS);
  }
  return (doencrypt(ks, ty, b, bb));
}

/* --- @ks_decrypt@ --- *
 *
 * Arguments:	@keyset *ks@ = pointer to a keyset
 *		@unsigned ty@ = expected type code
 *		@buf *b@ = pointer to an input buffer
 *		@buf *bb@ = pointer to an output buffer
 *
 * Returns:	Zero on success; @KSERR_DECRYPT@ on failure.  Also returns
 *		zero if there was insufficient buffer (but the output buffer
 *		is broken in this case).
 *
 * Use:		Attempts to decrypt a message using a given key.  Note that
 *		requesting decryption with a key directly won't clear a
 *		marking that it's not for encryption.
 */

int ks_decrypt(keyset *ks, unsigned ty, buf *b, buf *bb)
{
  time_t now = time(0);
  uint32 seq;

  if (!KEYOK(ks, now) ||
      buf_ensure(bb, BLEN(b)) ||
      dodecrypt(ks, ty, b, bb, &seq) ||
      seq_check(&ks->iseq, seq, "SYMM"))
    return (KSERR_DECRYPT);
  return (0);
}

/*----- Keyset list handling ----------------------------------------------*/

/* --- @ksl_free@ --- *
 *
 * Arguments:	@keyset **ksroot@ = pointer to keyset list head
 *
 * Returns:	---
 *
 * Use:		Frees (releases references to) all of the keys in a keyset.
 */

void ksl_free(keyset **ksroot)
{
  keyset *ks, *ksn;
  for (ks = *ksroot; ks; ks = ksn) {
    ksn = ks->next;
    ks->f &= ~KSF_LINK;
    ks_drop(ks);
  }
}

/* --- @ksl_link@ --- *
 *
 * Arguments:	@keyset **ksroot@ = pointer to keyset list head
 *		@keyset *ks@ = pointer to a keyset
 *
 * Returns:	---
 *
 * Use:		Links a keyset into a list.  A keyset can only be on one list
 *		at a time.  Bad things happen otherwise.
 */

void ksl_link(keyset **ksroot, keyset *ks)
{
  assert(!(ks->f & KSF_LINK));
  ks->next = *ksroot;
  *ksroot = ks;
  ks->f |= KSF_LINK;
  ks->ref++;
}

/* --- @ksl_prune@ --- *
 *
 * Arguments:	@keyset **ksroot@ = pointer to keyset list head
 *
 * Returns:	---
 *
 * Use:		Prunes the keyset list by removing keys which mustn't be used
 *		any more.
 */

void ksl_prune(keyset **ksroot)
{
  time_t now = time(0);

  while (*ksroot) {
    keyset *ks = *ksroot;

    if (ks->t_exp <= now) {
      T( trace(T_KEYSET, "keyset: expiring keyset %u (time limit reached)",
	       ks->seq); )
      goto kill;
    } else if (ks->sz_exp == 0) {
      T( trace(T_KEYSET, "keyset: expiring keyset %u (data limit reached)",
	       ks->seq); )
      goto kill;
    } else {
      ksroot = &ks->next;
      continue;
    }

  kill:
    *ksroot = ks->next;
    ks->f &= ~KSF_LINK;
    ks_drop(ks);
  }
}

/* --- @ksl_encrypt@ --- *
 *
 * Arguments:	@keyset **ksroot@ = pointer to keyset list head
 *		@unsigned ty@ = message type
 *		@buf *b@ = pointer to input buffer
 *		@buf *bb@ = pointer to output buffer
 *
 * Returns:	Zero if successful; @KSERR_REGEN@ if it's time to negotiate a
 *		new key; @KSERR_NOKEYS@ if there are no suitable keys
 *		available.  Also returns zero if there was insufficient
 *		buffer space (but the output buffer is broken in this case).
 *
 * Use:		Encrypts a packet.
 */

int ksl_encrypt(keyset **ksroot, unsigned ty, buf *b, buf *bb)
{
  time_t now = time(0);
  keyset *ks = *ksroot;

  for (;;) {
    if (!ks) {
      T( trace(T_KEYSET, "keyset: no suitable keysets found"); )
      buf_break(bb);
      return (KSERR_NOKEYS);
    }
    if (KEYOK(ks, now) && !(ks->f & KSF_LISTEN))
      break;
    ks = ks->next;
  }

  return (doencrypt(ks, ty, b, bb));
}

/* --- @ksl_decrypt@ --- *
 *
 * Arguments:	@keyset **ksroot@ = pointer to keyset list head
 *		@unsigned ty@ = expected type code
 *		@buf *b@ = pointer to input buffer
 *		@buf *bb@ = pointer to output buffer
 *
 * Returns:	Zero on success; @KSERR_DECRYPT@ on failure.  Also returns
 *		zero if there was insufficient buffer (but the output buffer
 *		is broken in this case).
 *
 * Use:		Decrypts a packet.
 */

int ksl_decrypt(keyset **ksroot, unsigned ty, buf *b, buf *bb)
{
  time_t now = time(0);
  keyset *ks;
  uint32 seq;

  if (buf_ensure(bb, BLEN(b)))
    return (KSERR_DECRYPT);

  for (ks = *ksroot; ks; ks = ks->next) {
    if (!KEYOK(ks, now))
      continue;
    if (!dodecrypt(ks, ty, b, bb, &seq)) {
      if (ks->f & KSF_LISTEN) {
	T( trace(T_KEYSET, "keyset: implicitly activating keyset %u",
		 ks->seq); )
	ks->f &= ~KSF_LISTEN;
      }
      if (seq_check(&ks->iseq, seq, "SYMM"))
	return (KSERR_DECRYPT);
      else
	return (0);
    }
  }
  T( trace(T_KEYSET, "keyset: no matching keys, or incorrect MAC"); )
  return (KSERR_DECRYPT);
}

/*----- That's all, folks -------------------------------------------------*/