Search Results: "beh"

3 January 2023

Enrico Zini: Things I learnt in December 2022

Python: typing.overload typing.overload makes it easier to type functions with behaviour that depends on input types. Functions marked with @overload are ignored by Python and only used by the type checker:
@overload
def process(response: None) -> None:
    ...
@overload
def process(response: int) -> tuple[int, str]:
    ...
@overload
def process(response: bytes) -> str:
    ...
def process(response):
    # <actual implementation>
Python's multiprocessing and deadlocks Python's multiprocessing is prone to deadlocks in a number of conditions. In my case, the running program was a standard single-process, non-threaded script, but it used complex native libraries which might have been the triggers for the deadlocks. The suggested workaround is using set_start_method("spawn"), but when we tried it we hit serious performance penalties. Lesson learnt: multiprocessing is good for prototypes, and may end up being too hacky for production. In my case, I was already generating small python scripts corresponding to worker tasks, which were useful for reproducing and debugging Magics issues, so I switched to running those as the actual workers. In the future, this may come in handy for dispatching work to HPC nodes, too. Here's a parallel execution scheduler based on asyncio that I wrote to run them, which may always come in handy on other projects.

31 December 2022

Chris Lamb: Favourite films of 2022

In my four most recent posts, I went over the memoirs and biographies, the non-fiction, the fiction and the 'classic' fiction I enjoyed reading in 2022. But in the very last of my roundup posts and in relatively less detail I'll be quickly sketching out the favourite movies that were new to me in 2022:

La Ronde (1950) An all-knowing narrator (Adolf Wohlbr ck) guides us through a series of vignettes in 1900s Vienna a soldier meets an eager young lady of the evening, and later he has an affair with a young lady who becomes a maid and who then does similarly with the young man of the house. On and on it goes, spinning on the carousel of life. A wonderfully beguiling movie, and a reminder that 'innocent' and 'charming' doesn't always imply 'childish'.

A Man Escaped (1956) A Man Escaped is the story of a WW2 resistance fighter who wishes to escape from a prison. Filmed in Robert Bresson's quasi-minimalistic style (and touching on his usual themes of Christian redemption), this deceptively simple-looking film rewards deeper analysis.

The Music Room (1958) In The Music Room, Satyajit Ray (best known for his Apu Trilogy) tells the story of a wealthy landlord who lives a decadent life with his wife and son. His passion is for music, however, and he spends a significant portion of his fortune on concerts held for the locals in his magnificent music room (or 'jalsaghar). However, his obsession for music (and its attendant quest for respect from his peers) is his eventual undoing, as he sacrifices both his family and wealth whilst trying to retain it. Indeed, The Music Room is less of an examination of a single rich man (or of the hypnotic sitar music by Vilayat Khan) than of the dying Bengali landowning class, which I read as symbolic of what was about to vanish from Indian culture in the post-Independence drive toward modernity. Still, this is a multi-layered and textured film, as this is also an intensely moving portrait of a highly-detached man as well.

The Hustler (1961) 'Fast Eddie' Felson is a small-time pool hustler with a lot of talent but a self-destructive attitude. His bravado causes him to challenge the legendary Minnesota Fats to a high-stakes match. The stakes are always much bigger than just money though, as Fast Eddie's ego is on the line. Despite not caring so much about the game, I was completely gripped by Paul Newman's superb performance. Almost certainly the best film about pool ever made, and probably the best sports film as well.

Picnic at Hanging Rock (1975) One Valentine's Day in early-1900s Australia, an upper-class school takes its girls on a field trip to a scenic volcanic formation in the middle of the brush. Despite all the rules against it, however, several of the girls venture off onto the rock, and it's not until the end of the day that the group realises some of the girls and one of the teachers have disappeared without a trace. A mesmerising film about colonialism, sexual repression and Antonioni-esque alienation, Picnic at Hanging Rock's dreamlike aesthetic is haunting.

Jeanne Dielman, 23, quai du Commerce, 1080 Bruxelles (1976) Jeanne Dielman is a three-and-a-half-hour film that shows a widowed housewife doing her daily chores and taking care of her apartment. Yet in its uncompromising nature, it raises the tedium of her life to the level of profundity. I watched this radically political film a few months before it was recently voted as the 'greatest of all time'), but despite its relentless rigorous nature (and long running time), the conclusion when it comes is shattering.

Raise the Red Lantern (1991) Set in China during the 1920s, Raise the Red Lantern tells the story of a young woman who has become the new concubine of a wealthy man. However, as he has three wives already (each living in a separate house within his castle) she becomes are engaged in an extremely complicated competition attention and the privileges that come with it. Richly colourful, both in its visuals and symbolism, this is film both specifically about China at the time and human universals.

Moonlight (2016) A heartbreaking story of a young man's struggle to find himself, told across three defining chapters in his life as he experiences the pain and beauty of falling in love, whilst grappling with his own sexuality within the ambient weather of race and class in the United States. Absolutely spellbinding and visually stunning.

Drive My Car (2021) Yusuke Kafuku is a stage director who is unable to cope with the loss of his wife, and has therefore accepted an invitation to direct Anton Chekhov's [Uncle Vanya][https://en.wikipedia.org/wiki/Uncle_Vanya] at a festival in Hiroshima, Japan. Yet whilst many reviewers have focused on the compelling relationship between Yusuke and Misaki (the introverted young woman who has been appointed to drive his car), what I found devastating was the embedded meditation on language, communication, understanding and empathy, especially concerning what happens when these break down or are no longer possible. Drive My Car touches on the limits of each of these phenomena connecting to the next: being able to speak the same language as another doesn't mean you can communicate with them; and being able to communicate doesn't mean you can understand someone, let alone empathise with them. All of this through the near-ungraspable emotion of grief as well, and the portion of this film where the actress was silently employing Korean Sign Language was the most moving thing I saw this year.

30 December 2022

Chris Lamb: Favourite books of 2022: Non-fiction

In my three most recent posts, I went over the memoirs and biographies, classics and fiction books that I enjoyed the most in 2022. But in the last of my book-related posts for 2022, I'll be going over my favourite works of non-fiction. Books that just missed the cut here include Adam Hochschild's King Leopold's Ghost (1998) on the role of Leopold II of Belgium in the Congo Free State, Johann Hari's Stolen Focus (2022) (a personal memoir on relating to how technology is increasingly fragmenting our attention), Amia Srinivasan's The Right to Sex (2021) (a misleadingly named set of philosophic essays on feminism), Dana Heller et al.'s The Selling of 9/11: How a National Tragedy Became a Commodity (2005), John Berger's mindbending Ways of Seeing (1972) and Louise Richardson's What Terrorists Want (2006).

The Great War and Modern Memory (1975)
Wartime: Understanding and Behavior in the Second World War (1989) Paul Fussell Rather than describe the battles, weapons, geopolitics or big personalities of the two World Wars, Paul Fussell's The Great War and Modern Memory & Wartime are focused instead on how the two wars have been remembered by their everyday participants. Drawing on the memoirs and memories of soldiers and civilians along with a brief comparison with the actual events that shaped them, Fussell's two books are a compassionate, insightful and moving piece of analysis. Fussell primarily sets himself against the admixture of nostalgia and trauma that obscures the origins and unimaginable experience of participating in these wars; two wars that were, in his view, a "perceptual and rhetorical scandal from which total recovery is unlikely." He takes particular aim at the dishonesty of hindsight:
For the past fifty years, the Allied war has been sanitised and romanticised almost beyond recognition by the sentimental, the loony patriotic, the ignorant and the bloodthirsty. I have tried to balance the scales. [And] in unbombed America especially, the meaning of the war [seems] inaccessible.
The author does not engage in any of the customary rose-tinted view of war, yet he remains understanding and compassionate towards those who try to locate a reason within what was quite often senseless barbarism. If anything, his despondency and pessimism about the Second World War (the war that Fussell himself fought in) shines through quite acutely, and this is especially the case in what he chooses to quote from others:
"It was common [ ] throughout the [Okinawa] campaign for replacements to get hit before we even knew their names. They came up confused, frightened, and hopeful, got wounded or killed, and went right back to the rear on the route by which they had come, shocked, bleeding, or stiff. They were forlorn figures coming up to the meat grinder and going right back out of it like homeless waifs, unknown and faceless to us, like unread books on a shelf."
It would take a rather heartless reader to fail to be sobered by this final simile, and an even colder one to view Fussell's citation of such an emotive anecdote to be manipulative. Still, stories and cruel ironies like this one infuse this often-angry book, but it is not without astute and shrewd analysis as well, especially on the many qualitative differences between the two conflicts that simply cannot be captured by facts and figures alone. For example:
A measure of the psychological distance of the Second [World] War from the First is the rarity, in 1914 1918, of drinking and drunkenness poems.
Indeed so. In fact, what makes Fussell's project so compelling and perhaps even unique is that he uses these non-quantitive measures to try and take stock of what happened. After all, this was a war conducted by humans, not the abstract school of statistics. And what is the value of a list of armaments destroyed by such-and-such a regiment when compared with truly consequential insights into both how the war affected, say, the psychology of postwar literature ("Prolonged trench warfare, whether enacted or remembered, fosters paranoid melodrama, which I take to be a primary mode in modern writing."), the specific words adopted by combatants ("It is a truism of military propaganda that monosyllabic enemies are easier to despise than others") as well as the very grammar of interaction:
The Field Service Post Card [in WW1] has the honour of being the first widespread exemplary of that kind of document which uniquely characterises the modern world: the "Form". [And] as the first widely known example of dehumanised, automated communication, the post card popularised a mode of rhetoric indispensable to the conduct of later wars fought by great faceless conscripted armies.
And this wouldn't be a book review without argument-ending observations that:
Indicative of the German wartime conception [of victory] would be Hitler and Speer's elaborate plans for the ultimate reconstruction of Berlin, which made no provision for a library.
Our myths about the two world wars possess an undisputed power, in part because they contain an essential truth the atrocities committed by Germany and its allies were not merely extreme or revolting, but their full dimensions (embodied in the Holocaust and the Holodomor) remain essentially inaccessible within our current ideological framework. Yet the two wars are better understood as an abyss in which we were all dragged into the depths of moral depravity, rather than a battle pitched by the forces of light against the forces of darkness. Fussell is one of the few observers that can truly accept and understand this truth and is still able to speak to us cogently on the topic from the vantage point of experience. The Second World War which looms so large in our contemporary understanding of the modern world (see below) may have been necessary and unavoidable, but Fussell convinces his reader that it was morally complicated "beyond the power of any literary or philosophic analysis to suggest," and that the only way to maintain a na ve belief in the myth that these wars were a Manichaean fight between good and evil is to overlook reality. There are many texts on the two World Wars that can either stir the intellect or move the emotions, but Fussell's two books do both. A uniquely perceptive and intelligent commentary; outstanding.

Longitude (1995) Dava Sobel Since Man first decided to sail the oceans, knowing one's location has always been critical. Yet doing so reliably used to be a serious problem if you didn't know where you were, you are far more likely to die and/or lose your valuable cargo. But whilst finding one's latitude (ie. your north south position) had effectively been solved by the beginning of the 17th century, finding one's (east west) longitude was far from trustworthy in comparison. This book first published in 1995 is therefore something of an anachronism. As in, we readily use the GPS facilities of our phones today without hesitation, so we find it difficult to imagine a reality in which knowing something fundamental like your own location is essentially unthinkable. It became clear in the 18th century, though, that in order to accurately determine one's longitude, what you actually needed was an accurate clock. In Longitude, therefore, we read of the remarkable story of John Harrison and his quest to create a timepiece that would not only keep time during a long sea voyage but would survive the rough ocean conditions as well. Self-educated and a carpenter by trade, Harrison made a number of important breakthroughs in keeping accurate time at sea, and Longitude describes his novel breakthroughs in a way that is both engaging and without talking down to the reader. Still, this book covers much more than that, including the development of accurate longitude going hand-in-hand with advancements in cartography as well as in scientific experiments to determine the speed of light: experiments that led to the formulation of quantum mechanics. It also outlines the work being done by Harrison's competitors. 'Competitors' is indeed the correct word here, as Parliament offered a huge prize to whoever could create such a device, and the ramifications of this tremendous financial incentive are an essential part of this story. For the most part, though, Longitude sticks to the story of Harrison and his evolving obsession with his creating the perfect timepiece. Indeed, one reason that Longitude is so resonant with readers is that many of the tropes of the archetypical 'English inventor' are embedded within Harrison himself. That is to say, here is a self-made man pushing against the establishment of the time, with his groundbreaking ideas being underappreciated in his life, or dishonestly purloined by his intellectual inferiors. At the level of allegory, then, I am minded to interpret this portrait of Harrison as a symbolic distillation of postwar Britain a nation acutely embarrassed by the loss of the Empire that is now repositioning itself as a resourceful but plucky underdog; a country that, with a combination of the brains of boffins and a healthy dose of charisma and PR, can still keep up with the big boys. (It is this same search for postimperial meaning I find in the fiction of John le Carr , and, far more famously, in the James Bond franchise.) All of this is left to the reader, of course, as what makes Longitute singularly compelling is its gentle manner and tone. Indeed, at times it was as if the doyenne of sci-fi Ursula K. LeGuin had a sideline in popular non-fiction. I realise it's a mark of critical distinction to downgrade the importance of popular science in favour of erudite academic texts, but Latitude is ample evidence that so-called 'pop' science need not be patronising or reductive at all.

Closed Chambers: The Rise, Fall, and Future of the Modern Supreme Court (1998) Edward Lazarus After the landmark decision by the U.S. Supreme Court in *Dobbs v. Jackson Women's Health Organization that ended the Constitutional right to abortion conferred by Roe v Wade, I prioritised a few books in the queue about the judicial branch of the United States. One of these books was Closed Chambers, which attempts to assay, according to its subtitle, "The Rise, Fall and Future of the Modern Supreme Court". This book is not merely simply a learned guide to the history and functioning of the Court (although it is completely creditable in this respect); it's actually an 'insider' view of the workings of the institution as Lazurus was a clerk for Justice Harry Blackmun during the October term of 1988. Lazarus has therefore combined his experience as a clerk and his personal reflections (along with a substantial body of subsequent research) in order to communicate the collapse in comity between the Justices. Part of this book is therefore a pure history of the Court, detailing its important nineteenth-century judgements (such as Dred Scott which ruled that the Constitution did not consider Blacks to be citizens; and Plessy v. Ferguson which failed to find protection in the Constitution against racial segregation laws), as well as many twentieth-century cases that touch on the rather technical principle of substantive due process. Other layers of Lazurus' book are explicitly opinionated, however, and they capture the author's assessment of the Court's actions in the past and present [1998] day. Given the role in which he served at the Court, particular attention is given by Lazarus to the function of its clerks. These are revealed as being far more than the mere amanuenses they were hitherto believed to be. Indeed, the book is potentially unique in its the claim that the clerks have played a pivotal role in the deliberations, machinations and eventual rulings of the Court. By implication, then, the clerks have plaedy a crucial role in the internal controversies that surround many of the high-profile Supreme Court decisions decisions that, to the outsider at least, are presented as disinterested interpretations of Constitution of the United States. This is of especial importance given that, to Lazarus, "for all the attention we now pay to it, the Court remains shrouded in confusion and misunderstanding." Throughout his book, Lazarus complicates the commonplace view that the Court is divided into two simple right vs. left political factions, and instead documents an ever-evolving series of loosely held but strongly felt series of cabals, quid pro quo exchanges, outright equivocation and pure personal prejudices. (The age and concomitant illnesses of the Justices also appears to have a not insignificant effect on the Court's rulings as well.) In other words, Closed Chambers is not a book that will be read in a typical civics class in America, and the only time the book resorts to the customary breathless rhetoric about the US federal government is in its opening chapter:
The Court itself, a Greek-style temple commanding the crest of Capitol Hill, loomed above them in the dim light of the storm. Set atop a broad marble plaza and thirty-six steps, the Court stands in splendid isolation appropriate to its place at the pinnacle of the national judiciary, one of the three independent and "coequal" branches of American government. Once dubbed the Ivory Tower by architecture critics, the Court has a Corinthian colonnade and massive twenty-foot-high bronze doors that guard the single most powerful judicial institution in the Western world. Lights still shone in several offices to the right of the Court's entrance, and [ ]
Et cetera, et cetera. But, of course, this encomium to the inherent 'nobility' of the Supreme Court is quickly revealed to be a narrative foil, as Lazarus soon razes this dangerously na ve conception to the ground:
[The] institution is [now] broken into unyielding factions that have largely given up on a meaningful exchange of their respective views or, for that matter, a meaningful explication or defense of their own views. It is of Justices who in many important cases resort to transparently deceitful and hypocritical arguments and factual distortions as they discard judicial philosophy and consistent interpretation in favor of bottom-line results. This is a Court so badly splintered, yet so intent on lawmaking, that shifting 5-4 majorities, or even mere pluralities, rewrite whole swaths of constitutional law on the authority of a single, often idiosyncratic vote. It is also a Court where Justices yield great and excessive power to immature, ideologically driven clerks, who in turn use that power to manipulate their bosses and the institution they ostensibly serve.
Lazurus does not put forward a single, overarching thesis, but in the final chapters, he does suggest a potential future for the Court:
In the short run, the cure for what ails the Court lies solely with the Justices. It is their duty, under the shield of life tenure, to recognize the pathologies affecting their work and to restore the vitality of American constitutionalism. Ultimately, though, the long-term health of the Court depends on our own resolve on whom [we] select to join that institution.
Back in 1998, Lazurus might have had room for this qualified optimism. But from the vantage point of 2022, it appears that the "resolve" of the United States citizenry was not muscular enough to meet his challenge. After all, Lazurus was writing before Bush v. Gore in 2000, which arrogated to the judicial branch the ability to decide a presidential election; the disillusionment of Barack Obama's failure to nominate a replacement for Scalia; and many other missteps in the Court as well. All of which have now been compounded by the Trump administration's appointment of three Republican-friendly justices to the Court, including hypocritically appointing Justice Barrett a mere 38 days before the 2020 election. And, of course, the leaking and ruling in Dobbs v. Jackson, the true extent of which has not been yet. Not of a bit of this is Lazarus' fault, of course, but the Court's recent decisions (as well as the liberal hagiographies of 'RBG') most perforce affect one's reading of the concluding chapters. The other slight defect of Closed Chambers is that, whilst it often implies the importance of the federal and state courts within the judiciary, it only briefly positions the Supreme Court's decisions in relation to what was happening in the House, Senate and White House at the time. This seems to be increasingly relevant as time goes on: after all, it seems fairly clear even to this Brit that relying on an activist Supreme Court to enact progressive laws must be interpreted as a failure of the legislative branch to overcome the perennial problems of the filibuster, culture wars and partisan bickering. Nevertheless, Lazarus' book is in equal parts ambitious, opinionated, scholarly and dare I admit it? wonderfully gossipy. By juxtaposing history, memoir, and analysis, Closed Chambers combines an exacting evaluation of the Court's decisions with a lively portrait of the intellectual and emotional intensity that has grown within the Supreme Court's pseudo-monastic environment all while it struggles with the most impactful legal issues of the day. This book is an excellent and well-written achievement that will likely never be repeated, and a must-read for anyone interested in this ever-increasingly important branch of the US government.

Crashed: How a Decade of Financial Crises Changed the World (2018)
Shutdown: How Covid Shook the World's Economy (2021) Adam Tooze The economic historian Adam Tooze has often been labelled as an unlikely celebrity, but in the fourteen years since the global financial crisis of 2008, a growing audience has been looking for answers about the various failures of the modern economy. Tooze, a professor of history at New York's Columbia University, has written much that is penetrative and thought-provoking on this topic, and as a result, he has generated something of a cult following amongst economists, historians and the online left. I actually read two Tooze books this year. The first, Crashed (2018), catalogues the scale of government intervention required to prop up global finance after the 2008 financial crisis, and it characterises the different ways that countries around the world failed to live up to the situation, such as doing far too little, or taking action far too late. The connections between the high-risk subprime loans, credit default swaps and the resulting liquidity crisis in the US in late 2008 is fairly well known today in part thanks to films such as Adam McKay's 2015 The Big Short and much improved economic literacy in media reportage. But Crashed makes the implicit claim that, whilst the specific and structural origins of the 2008 crisis are worth scrutinising in exacting detail, it is the reaction of states in the months and years after the crash that has been overlooked as a result. After all, this is a reaction that has not only shaped a new economic order, it has created one that does not fit any conventional idea about the way the world 'ought' to be run. Tooze connects the original American banking crisis to the (multiple) European debt crises with a larger crisis of liberalism. Indeed, Tooze somehow manages to cover all these topics and more, weaving in Trump, Brexit and Russia's 2014 annexation of Crimea, as well as the evolving role of China in the post-2008 economic order. Where Crashed focused on the constellation of consequences that followed the events of 2008, Shutdown is a clear and comprehensive account of the way the world responded to the economic impact of Covid-19. The figures are often jaw-dropping: soon after the disease spread around the world, 95% of the world's economies contracted simultaneously, and at one point, the global economy shrunk by approximately 20%. Tooze's keen and sobering analysis of what happened is made all the more remarkable by the fact that it came out whilst the pandemic was still unfolding. In fact, this leads quickly to one of the book's few flaws: by being published so quickly, Shutdown prematurely over-praises China's 'zero Covid' policy, and these remarks will make a reader today squirm in their chair. Still, despite the regularity of these references (after all, mentioning China is very useful when one is directly comparing economic figures in early 2021, for examples), these are actually minor blemishes on the book's overall thesis. That is to say, Crashed is not merely a retelling of what happened in such-and-such a country during the pandemic; it offers in effect a prediction about what might be coming next. Whilst the economic responses to Covid averted what could easily have been another Great Depression (and thus showed it had learned some lessons from 2008), it had only done so by truly discarding the economic rule book. The by-product of inverting this set of written and unwritten conventions that have governed the world for the past 50 years, this 'Washington consensus' if you well, has yet to be fully felt. Of course, there are many parallels between these two books by Tooze. Both the liquidity crisis outlined in Crashed and the economic response to Covid in Shutdown exposed the fact that one of the central tenets of the modern economy ie. that financial markets can be trusted to regulate themselves was entirely untrue, and likely was false from the very beginning. And whilst Adam Tooze does not offer a singular piercing insight (conveying a sense of rigorous mastery instead), he may as well be asking whether we're simply going to lurch along from one crisis to the next, relying on the technocrats in power to fix problems when everything blows up again. The answer may very well be yes.

Looking for the Good War: American Amnesia and the Violent Pursuit of Happiness (2021) Elizabeth D. Samet Elizabeth D. Samet's Looking for the Good War answers the following question what would be the result if you asked a professor of English to disentangle the complex mythology we have about WW2 in the context of the recent US exit of Afghanistan? Samet's book acts as a twenty-first-century update of a kind to Paul Fussell's two books (reviewed above), as well as a deeper meditation on the idea that each new war is seen through the lens of the previous one. Indeed, like The Great War and Modern Memory (1975) and Wartime (1989), Samet's book is a perceptive work of demystification, but whilst Fussell seems to have been inspired by his own traumatic war experience, Samet is not only informed by her teaching West Point military cadets but by the physical and ontological wars that have occurred during her own life as well. A more scholarly and dispassionate text is the result of Samet's relative distance from armed combat, but it doesn't mean Looking for the Good War lacks energy or inspiration. Samet shares John Adams' belief that no political project can entirely shed the innate corruptions of power and ambition and so it is crucial to analyse and re-analyse the role of WW2 in contemporary American life. She is surely correct that the Second World War has been universally elevated as a special, 'good' war. Even those with exceptionally giddy minds seem to treat WW2 as hallowed:
It is nevertheless telling that one of the few occasions to which Trump responded with any kind of restraint while he was in office was the 75th anniversary of D-Day in 2019.
What is the source of this restraint, and what has nurtured its growth in the eight decades since WW2 began? Samet posits several reasons for this, including the fact that almost all of the media about the Second World War is not only suffused with symbolism and nostalgia but, less obviously, it has been made by people who have no experience of the events that they depict. Take Stephen Ambrose, author of Steven Spielberg's Band of Brothers miniseries: "I was 10 years old when the war ended," Samet quotes of Ambrose. "I thought the returning veterans were giants who had saved the world from barbarism. I still think so. I remain a hero worshiper." If Looking for the Good War has a primary thesis, then, it is that childhood hero worship is no basis for a system of government, let alone a crusading foreign policy. There is a straight line (to quote this book's subtitle) from the "American Amnesia" that obscures the reality of war to the "Violent Pursuit of Happiness." Samet's book doesn't merely just provide a modern appendix to Fussell's two works, however, as it adds further layers and dimensions he overlooked. For example, Samet provides some excellent insight on the role of Western, gangster and superhero movies, and she is especially good when looking at noir films as a kind of kaleidoscopic response to the Second World War:
Noir is a world ruled by bad decisions but also by bad timing. Chance, which plays such a pivotal role in war, bleeds into this world, too.
Samet rightfully weaves the role of women into the narrative as well. Women in film noir are often celebrated as 'independent' and sassy, correctly reflecting their newly-found independence gained during WW2. But these 'liberated' roles are not exactly a ringing endorsement of this independence: the 'femme fatale' and the 'tart', etc., reflect a kind of conditional freedom permitted to women by a post-War culture which is still wedded to an outmoded honour culture. In effect, far from being novel and subversive, these roles for women actually underwrote the ambient cultural disapproval of women's presence in the workforce. Samet later connects this highly-conditional independence with the liberation of Afghan women, which:
is inarguably one of the more palatable outcomes of our invasion, and the protection of women's rights has been invoked on the right and the left as an argument for staying the course in Afghanistan. How easily consequence is becoming justification. How flattering it will be one day to reimagine it as original objective.
Samet has ensured her book has a predominantly US angle as well, for she ends her book with a chapter on the pseudohistorical Lost Cause of the Civil War. The legacy of the Civil War is still visible in the physical phenomena of Confederate statues, but it also exists in deep-rooted racial injustice that has been shrouded in euphemism and other psychological devices for over 150 years. Samet believes that a key part of what drives the American mythology about the Second World War is the way in which it subconsciously cleanses the horrors of brother-on-brother murder that were seen in the Civil War. This is a book that is not only of interest to historians of the Second World War; it is a work for anyone who wishes to understand almost any American historical event, social issue, politician or movie that has appeared since the end of WW2. That is for better or worse everyone on earth.

29 December 2022

Chris Lamb: Favourite books of 2022: Memoir/biography

In my two most recent posts, I listed the fiction and classic fiction I enjoyed the most in 2022. I'll leave my roundup of general non-fiction until tomorrow, but today I'll be going over my favourite memoirs and biographies, in no particular order. Books that just missed the cut here include Roisin Kiberd's The Disconnect: A Personal Journey Through the Internet (2019), Steve Richards' The Prime Ministers (2019) which reflects on UK leadership from Harold Wilson to Boris Johnson, Robert Graves Great War memoir Goodbye to All That (1929) and David Mikics's portrait of Stanley Kubrick called American Filmmaker.

Afropean: Notes from Black Europe (2019) Johny Pitts Johny Pitts is a photographer and writer who lives in the north of England who set out to explore "black Europe from the street up" those districts within European cities that, although they were once 'white spaces' in the past, they are now occupied by Black people. Unhappy with the framing of the Black experience back home in post-industrial Sheffield, Pitts decided to become a nomad and goes abroad to seek out the sense of belonging he cannot find in post-Brexit Britain, and Afropean details his journey through Paris, Brussels, Lisbon, Berlin, Stockholm and Moscow. However, Pitts isn't just avoiding the polarisation and structural racism embedded in contemporary British life. Rather, he is seeking a kind of super-national community that transcends the reductive and limiting nationalisms of all European countries, most of which have based their national story on a self-serving mix of nostalgia and postcolonial fairy tales. Indeed, the term 'Afropean' is the key to understanding the goal of this captivating memoir. Pitts writes at the beginning of this book that the word wasn't driven only as a response to the crude nativisms of Nigel Farage and Marine Le Pen, but that it:
encouraged me to think of myself as whole and unhyphenated. [ ] Here was a space where blackness was taking part in shaping European identity at large. It suggested the possibility of living in and with more than one idea: Africa and Europe, or, by extension, the Global South and the West, without being mixed-this, half-that or black-other. That being black in Europe didn t necessarily mean being an immigrant.
In search of this whole new theory of home, Pitts travels to the infamous banlieue of Clichy-sous-Bois just to the East of Paris, thence to Matong in Brussels, as well as a quick and abortive trip into Moscow and other parallel communities throughout the continent. In these disparate environs, Pitts strikes up countless conversations with regular folk in order to hear their quotidian stories of living, and ultimately to move away from the idea that Black history is defined exclusively by slavery. Indeed, to Pitts, the idea of race is one that ultimately restricts one's humanity; the concept "is often forced to embody and speak for certain ideas, despite the fact it can't ever hold in both hands the full spectrum of a human life and the cultural nuances it creates." It's difficult to do justice to the effectiveness of the conversations Pitts has throughout his travels, but his shrewd attention to demeanour, language, raiment and expression vividly brings alive the people he talks to. Of related interest to fellow Brits as well are the many astute observations and comparisons with Black and working-class British life. The tone shifts quite often throughout this book. There might be an amusing aside one minute, such as the portrait of an African American tourist in Paris to whom "the whole city was a film set, with even its homeless people appearing to him as something oddly picturesque." But the register abruptly changes when he visits Clichy-sous-Bois on an anniversary of important to the area, and an element of genuine danger is introduced when Johny briefly visits Moscow and barely gets out alive. What's especially remarkable about this book is there is a freshness to Pitt s treatment of many well-worn subjects. This can be seen in his account of Belgium under the reign of Leopold II, the history of Portuguese colonialism (actually mostly unknown to me), as well in the way Pitts' own attitude to contemporary anti-fascist movements changes throughout an Antifa march. This chapter was an especial delight, and not only because it underlined just how much of Johny's trip was an inner journey of an author willing have his mind changed. Although Johny travels alone throughout his journey, in the second half of the book, Pitts becomes increasingly accompanied by a number of Black intellectuals by the selective citing of Frantz Fanon and James Baldwin and Caryl Phillips. (Nevertheless, Jonny has also brought his camera for the journey as well, adding a personal touch to this already highly-intimate book.) I suspect that his increasing exercise of Black intellectual writing in the latter half of the book may be because Pitts' hopes about 'Afropean' existence ever becoming a reality are continually dashed and undercut. The unity among potential Afropeans appears more-and-more unrealisable as the narrative unfolds, the various reasons of which Johny explores both prosaically and poetically. Indeed, by the end of the book, it's unclear whether Johny has managed to find what he left the shores of England to find. But his mix of history, sociology and observation of other cultures right on my doorstep was something of a revelation to me.

Orwell's Roses (2021) Rebecca Solnit Orwell s Roses is an alternative journey through the life and afterlife of George Orwell, reimaging his life primarily through the lens of his attentiveness to nature. Yet this framing of the book as an 'alternative' history is only revisionist if we compare it to the usual view of Orwell as a bastion of 'free speech' and English 'common sense' the roses of the title of this book were very much planted by Orwell in his Hertfordshire garden in 1936, and his yearning of nature one was one of the many constants throughout his life. Indeed, Orwell wrote about wildlife and outdoor life whenever he could get away with it, taking pleasure in a blackbird's song and waxing nostalgically about the English countryside in his 1939 novel Coming Up for Air (reviewed yesterday).
By sheer chance, I actually visited this exact garden immediately to the publication of this book
Solnit has a particular ability to evince unexpected connections between Orwell and the things he was writing about: Joseph Stalin's obsession with forcing lemons to grow in ludicrously cold climates; Orwell s slave-owning ancestors in Jamaica; Jamaica Kincaid's critique of colonialism in the flower garden; and the exploitative rose industry in Colombia that supplies the American market. Solnit introduces all of these new correspondences in a voice that feels like a breath of fresh air after decades of stodgy Orwellania, and without lapsing into a kind of verbal soft-focus. Indeed, the book displays a marked indifference towards the usual (male-centric) Orwell fandom. Her book draws to a close with a rereading of the 'dystopian' Nineteen Eighty-Four that completes her touching portrait of a more optimistic and hopeful Orwell, as well as a reflection on beauty and a manifesto for experiencing joy as an act of resistance.

The Disaster Artist (2013) Greg Sestero & Tom Bissell For those not already in the know, The Room was a 2003 film by director-producer-writer-actor Tommy Wiseau, an inscrutable Polish immigr with an impenetrable background, an idiosyncratic choice of wardrobe and a mysterious large source of income. The film, which centres on a melodramatic love triangle, has since been described by several commentators and publications as one of the worst films ever made. Tommy's production completely bombed at the so-called 'box office' (the release was actually funded entirely by Wiseau personally), but the film slowly became a favourite at cult cinema screenings. Given Tommy's prominent and central role in the film, there was always an inherent cruelty involved in indulging in the spectacle of The Room the audience was laughing because the film was astonishingly bad, of course, but Wiseau infused his film with sincere earnestness that in a heartless twist of irony may be precisely why it is so terrible to begin with. Indeed, it should be stressed that The Room is not simply a 'bad' film, and therefore not worth paying any attention to: it is uncannily bad in a way that makes it eerily compelling to watch. It unintentionally subverts all the rules of filmmaking in a way that captivates the attention. Take this representative example:
This thirty-six-second scene showcases almost every problem in The Room: the acting, the lighting, the sound design, the pacing, the dialogue and that this unnecessary scene (which does not advance the plot) even exists in the first place. One problem that the above clip doesn't capture, however, is Tommy's vulnerable ego. (He would later make the potentially conflicting claims that The Room was both an ironic cult success and that he is okay with people interpreting it sincerely). Indeed, the filmmaker's central role as Johnny (along with his Willy-Wonka meets Dracula persona) doesn't strike viewers as yet another vanity project, it actually asks more questions than it answers. Why did Tommy even make this film? What is driving him psychologically? And why and how? is he so spellbinding? On the surface, then, 2013's The Disaster Artist is a book about the making of one the strangest films ever made, written by The Room's co-star Greg Sestero and journalist Tom Bissell. Naturally, you learn some jaw-dropping facts about the production and inspiration of the film, the seed of which was planted when Greg and Tommy went to see an early screening of The Talented Mr Ripley (1999). It turns out that Greg's character in The Room is based on Tommy's idiosyncratic misinterpretation of its plot, extending even to the character's name Mark who, in textbook Tommy style, was taken directly (or at least Tommy believed) from one of Ripley's movie stars: "Mark Damon" [sic]. Almost as absorbing as The Room itself, The Disaster Artist is partly a memoir about Thomas P. Wiseau and his cinematic masterpiece. But it could also be described as a biography about a dysfunctional male relationship and, almost certainly entirely unconsciously, a text about the limitations of hetronormativity. It is this latter element that struck me the most whilst reading this book: if you take a step back for a moment, there is something uniquely sad about Tommy's inability to connect with others, and then, when Wiseau poured his soul into his film people just laughed. Despite the stories about his atrocious behaviour both on and off the film set, there's something deeply tragic about the whole affair. Jean-Luc Godard, who passed away earlier this year, once observed that every fictional film is a documentary of its actors. The Disaster Artist shows that this well-worn aphorism doesn't begin to cover it.

28 December 2022

Chris Lamb: Favourite books of 2022: Classics

As a follow-up to yesterday's post detailing my favourite works of fiction from 2022, today I'll be listing my favourite fictional works that are typically filed under classics. Books that just missed the cut here include: E. M. Forster's A Room with a View (1908) and his later A Passage to India (1913), both gently nudged out by Forster's superb Howard's End (see below). Giuseppe Tomasi di Lampedusa's The Leopard (1958) also just missed out on a write-up here, but I can definitely recommend it to anyone interested in reading a modern Italian classic.

War and Peace (1867) Leo Tolstoy It's strange to think that there is almost no point in reviewing this novel: who hasn't heard of War and Peace? What more could possibly be said about it now? Still, when I was growing up, War and Peace was always the stereotypical example of the 'impossible book', and even start it was, at best, a pointless task, and an act of hubris at worst. And so there surely exists a parallel universe in which I never have and will never will read the book... Nevertheless, let us try to set the scene. Book nine of the novel opens as follows:
On the twelfth of June, 1812, the forces of Western Europe crossed the Russian frontier and war began; that is, an event took place opposed to human reason and to human nature. Millions of men perpetrated against one another such innumerable crimes, frauds, treacheries, thefts, forgeries, issues of false money, burglaries, incendiarisms and murders as in whole centuries are not recorded in the annals of all the law courts of the world, but which those who committed them did not at the time regard as being crimes. What produced this extraordinary occurrence? What were its causes? [ ] The more we try to explain such events in history reasonably, the more unreasonable and incomprehensible they become to us.
Set against the backdrop of the Napoleonic Wars and Napoleon's invasion of Russia, War and Peace follows the lives and fates of three aristocratic families: The Rostovs, The Bolkonskys and the Bezukhov's. These characters find themselves situated athwart (or against) history, and all this time, Napoleon is marching ever closer to Moscow. Still, Napoleon himself is essentially just a kind of wallpaper for a diverse set of personal stories touching on love, jealousy, hatred, retribution, naivety, nationalism, stupidity and much much more. As Elif Batuman wrote earlier this year, "the whole premise of the book was that you couldn t explain war without recourse to domesticity and interpersonal relations." The result is that Tolstoy has woven an incredibly intricate web that connects the war, noble families and the everyday Russian people to a degree that is surprising for a book started in 1865. Tolstoy's characters are probably timeless (especially the picaresque adventures and constantly changing thoughts Pierre Bezukhov), and the reader who has any social experience will immediately recognise characters' thoughts and actions. Some of this is at a 'micro' interpersonal level: for instance, take this example from the elegant party that opens the novel:
Each visitor performed the ceremony of greeting this old aunt whom not one of them knew, not one of them wanted to know, and not one of them cared about. The aunt spoke to each of them in the same words, about their health and her own and the health of Her Majesty, who, thank God, was better today. And each visitor, though politeness prevented his showing impatience, left the old woman with a sense of relief at having performed a vexatious duty and did not return to her the whole evening.
But then, some of the focus of the observations are at the 'macro' level of the entire continent. This section about cities that feel themselves in danger might suffice as an example:
At the approach of danger, there are always two voices that speak with equal power in the human soul: one very reasonably tells a man to consider the nature of the danger and the means of escaping it; the other, still more reasonably, says that it is too depressing and painful to think of the danger, since it is not in man s power to foresee everything and avert the general course of events, and it is therefore better to disregard what is painful till it comes and to think about what is pleasant. In solitude, a man generally listens to the first voice, but in society to the second.
And finally, in his lengthy epilogues, Tolstoy offers us a dissertation on the behaviour of large organisations, much of it through engagingly witty analogies. These epilogues actually turn out to be an oblique and sarcastic commentary on the idiocy of governments and the madness of war in general. Indeed, the thorough dismantling of the 'great man' theory of history is a common theme throughout the book:
During the whole of that period [of 1812], Napoleon, who seems to us to have been the leader of all these movements as the figurehead of a ship may seem to a savage to guide the vessel acted like a child who, holding a couple of strings inside a carriage, thinks he is driving it. [ ] Why do [we] all speak of a military genius ? Is a man a genius who can order bread to be brought up at the right time and say who is to go to the right and who to the left? It is only because military men are invested with pomp and power and crowds of sychophants flatter power, attributing to it qualities of genius it does not possess.
Unlike some other readers, I especially enjoyed these diversions into the accounting and workings of history, as well as our narrow-minded way of trying to 'explain' things in a singular way:
When an apple has ripened and falls, why does it fall? Because of its attraction to the earth, because its stalk withers, because it is dried by the sun, because it grows heavier, because the wind shakes it, or because the boy standing below wants to eat it? Nothing is the cause. All this is only the coincidence of conditions in which all vital organic and elemental events occur. And the botanist who finds that the apple falls because the cellular tissue decays and so forth is equally right with the child who stands under the tree and says the apple fell because he wanted to eat it and prayed for it.
Given all of these serious asides, I was also not expecting this book to be quite so funny. At the risk of boring the reader with citations, take this sarcastic remark about the ineptness of medicine men:
After his liberation, [Pierre] fell ill and was laid up for three months. He had what the doctors termed 'bilious fever.' But despite the fact that the doctors treated him, bled him and gave him medicines to drink he recovered.
There is actually a multitude of remarks that are not entirely complimentary towards Russian medical practice, but they are usually deployed with an eye to the human element involved rather than simply to the detriment of a doctor's reputation "How would the count have borne his dearly loved daughter s illness had he not known that it was costing him a thousand rubles?" Other elements of note include some stunning set literary pieces, such as when Prince Andrei encounters a gnarly oak tree under two different circumstances in his life, and when Nat sha's 'Russian' soul is awakened by the strains of a folk song on the balalaika. Still, despite all of these micro- and macro-level happenings, for a long time I felt that something else was going on in War and Peace. It was difficult to put into words precisely what it was until I came across this passage by E. M. Forster:
After one has read War and Peace for a bit, great chords begin to sound, and we cannot say exactly what struck them. They do not arise from the story [and] they do not come from the episodes nor yet from the characters. They come from the immense area of Russia, over which episodes and characters have been scattered, from the sum-total of bridges and frozen rivers, forests, roads, gardens and fields, which accumulate grandeur and sonority after we have passed them. Many novelists have the feeling for place, [but] very few have the sense of space, and the possession of it ranks high in Tolstoy s divine equipment. Space is the lord of War and Peace, not time.
'Space' indeed. Yes, potential readers should note the novel's great length, but the 365 chapters are actually remarkably short, so the sensation of reading it is not in the least overwhelming. And more importantly, once you become familiar with its large cast of characters, it is really not a difficult book to follow, especially when compared to the other Russian classics. My only regret is that it has taken me so long to read this magnificent novel and that I might find it hard to find time to re-read it within the next few years.

Coming Up for Air (1939) George Orwell It wouldn't be a roundup of mine without at least one entry from George Orwell, and, this year, that place is occupied by a book I hadn't haven't read in almost two decades Still, the George Bowling of Coming Up for Air is a middle-aged insurance salesman who lives in a distinctly average English suburban row house with his nuclear family. One day, after winning some money on a bet, he goes back to the village where he grew up in order to fish in a pool he remembers from thirty years before. Less important than the plot, however, is both the well-observed remarks and scathing criticisms that Bowling has of the town he has returned to, combined with an ominous sense of foreboding before the Second World War breaks out. At several times throughout the book, George's placid thoughts about his beloved carp pool are replaced by racing, anxious thoughts that overwhelm his inner peace:
War is coming. In 1941, they say. And there'll be plenty of broken crockery, and little houses ripped open like packing-cases, and the guts of the chartered accountant's clerk plastered over the piano that he's buying on the never-never. But what does that kind of thing matter, anyway? I'll tell you what my stay in Lower Binfield had taught me, and it was this. IT'S ALL GOING TO HAPPEN. All the things you've got at the back of your mind, the things you're terrified of, the things that you tell yourself are just a nightmare or only happen in foreign countries. The bombs, the food-queues, the rubber truncheons, the barbed wire, the coloured shirts, the slogans, the enormous faces, the machine-guns squirting out of bedroom windows. It's all going to happen. I know it - at any rate, I knew it then. There's no escape. Fight against it if you like, or look the other way and pretend not to notice, or grab your spanner and rush out to do a bit of face-smashing along with the others. But there's no way out. It's just something that's got to happen.
Already we can hear psychological madness that underpinned the Second World War. Indeed, there is no great story in Coming Up For Air, no wonderfully empathetic characters and no revelations or catharsis, so it is impressive that I was held by the descriptions, observations and nostalgic remembrances about life in modern Lower Binfield, its residents, and how it has changed over the years. It turns out, of course, that George's beloved pool has been filled in with rubbish, and the village has been perverted by modernity beyond recognition. And to cap it off, the principal event of George's holiday in Lower Binfield is an accidental bombing by the British Royal Air Force. Orwell is always good at descriptions of awful food, and this book is no exception:
The frankfurter had a rubber skin, of course, and my temporary teeth weren't much of a fit. I had to do a kind of sawing movement before I could get my teeth through the skin. And then suddenly pop! The thing burst in my mouth like a rotten pear. A sort of horrible soft stuff was oozing all over my tongue. But the taste! For a moment I just couldn't believe it. Then I rolled my tongue around it again and had another try. It was fish! A sausage, a thing calling itself a frankfurter, filled with fish! I got up and walked straight out without touching my coffee. God knows what that might have tasted of.
Many other tell-tale elements of Orwell's fictional writing are in attendance in this book as well, albeit worked out somewhat less successfully than elsewhere in his oeuvre. For example, the idea of a physical ailment also serving as a metaphor is present in George's false teeth, embodying his constant preoccupation with his ageing. (Readers may recall Winston Smith's varicose ulcer representing his repressed humanity in Nineteen Eighty-Four). And, of course, we have a prematurely middle-aged protagonist who almost but not quite resembles Orwell himself. Given this and a few other niggles (such as almost all the women being of the typical Orwell 'nagging wife' type), it is not exactly Orwell's magnum opus. But it remains a fascinating historical snapshot of the feeling felt by a vast number of people just prior to the Second World War breaking out, as well as a captivating insight into how the process of nostalgia functions and operates.

Howards End (1910) E. M. Forster Howards End begins with the following sentence:
One may as well begin with Helen s letters to her sister.
In fact, "one may as well begin with" my own assumptions about this book instead. I was actually primed to consider Howards End a much more 'Victorian' book: I had just finished Virginia Woolf's Mrs Dalloway and had found her 1925 book at once rather 'modern' but also very much constrained by its time. I must have then unconsciously surmised that a book written 15 years before would be even more inscrutable, and, with its Victorian social mores added on as well, Howards End would probably not undress itself so readily in front of the reader. No doubt there were also the usual expectations about 'the classics' as well. So imagine my surprise when I realised just how inordinately affable and witty Howards End turned out to be. It doesn't have that Wildean shine of humour, of course, but it's a couple of fields over in the English countryside, perhaps abutting the more mordant social satires of the earlier George Orwell novels (see Coming Up for Air above). But now let us return to the story itself. Howards End explores class warfare, conflict and the English character through a tale of three quite different families at the beginning of the twentieth century: the rich Wilcoxes; the gentle & idealistic Schlegels; and the lower-middle class Basts. As the Bloomsbury Group Schlegel sisters desperately try to help the Basts and educate the rich but close-minded Wilcoxes, the three families are drawn ever closer and closer together. Although the whole story does, I suppose, revolve around the house in the title (which is based on the Forster's own childhood home), Howards End is perhaps best described as a comedy of manners or a novel that shows up the hypocrisy of people and society. In fact, it is surprising how little of the story actually takes place in the eponymous house, with the overwhelming majority of the first half of the book taking place in London. But it is perhaps more illuminating to remark that the Howards End of the book is a house that the Wilcoxes who own it at the start of the novel do not really need or want. What I particularly liked about Howards End is how the main character's ideals alter as they age, and subsequently how they find their lives changing in different ways. Some of them find themselves better off at the end, others worse. And whilst it is also surprisingly funny, it still manages to trade in heavier social topics as well. This is apparent in the fact that, although the characters themselves are primarily in charge of their own destinies, their choices are still constrained by the changing world and shifting sense of morality around them. This shouldn't be too surprising: after all, Forster's novel was published just four years before the Great War, a distinctly uncertain time. Not for nothing did Virginia Woolf herself later observe that "on or about December 1910, human character changed" and that "all human relations have shifted: those between masters and servants, husbands and wives, parents and children." This process can undoubtedly be seen rehearsed throughout Forster's Howards End, and it's a credit to the author to be able to capture it so early on, if not even before it was widespread throughout Western Europe. I was also particularly taken by Forster's fertile use of simile. An extremely apposite example can be found in the description Tibby Schlegel gives of his fellow Cambridge undergraduates. Here, Timmy doesn't want to besmirch his lofty idealisation of them with any banal specificities, and wishes that the idea of them remain as ideal Platonic forms instead. Or, as Forster puts it, to Timmy it is if they are "pictures that must not walk out of their frames." Wilde, at his most weakest, is 'just' style, but Forster often deploys his flair for a deeper effect. Indeed, when you get to the end of this section mentioning picture frames, you realise Forster has actually just smuggled into the story a failed attempt on Tibby's part to engineer an anonymous homosexual encounter with another undergraduate. It is a credit to Forster's sleight-of-hand that you don't quite notice what has just happened underneath you and that the books' reticence to honestly describe what has happened is thus structually analogus Tibby's reluctance to admit his desires to himself. Another layer to the character of Tibby (and the novel as a whole) is thereby introduced without the imposition of clumsy literary scaffolding. In a similar vein, I felt very clever noticing the arch reference to Debussy's Pr lude l'apr s-midi d'un faune until I realised I just fell into the trap Forster set for the reader in that I had become even more like Tibby in his pseudo-scholarly views on classical music. Finally, I enjoyed that each chapter commences with an ironic and self-conscious bon mot about society which is only slightly overblown for effect. Particularly amusing are the ironic asides on "women" that run through the book, ventriloquising the narrow-minded views of people like the Wilcoxes. The omniscient and amiable narrator of the book also recalls those ironically distant voiceovers from various French New Wave films at times, yet Forster's narrator seems to have bigger concerns in his mordant asides: Forster seems to encourage some sympathy for all of the characters even the more contemptible ones at their worst moments. Highly recommended, as are Forster's A Room with a View (1908) and his slightly later A Passage to India (1913).

The Good Soldier (1915) Ford Madox Ford The Good Soldier starts off fairly simply as the narrator's account of his and his wife's relationship with some old friends, including the eponymous 'Good Soldier' of the book's title. It's an experience to read the beginning of this novel, as, like any account of endless praise of someone you've never met or care about, the pages of approving remarks about them appear to be intended to wash over you. Yet as the chapters of The Good Soldier go by, the account of the other characters in the book gets darker and darker. Although the author himself is uncritical of others' actions, your own critical faculties are slowgrly brought into play, and you gradully begin to question the narrator's retelling of events. Our narrator is an unreliable narrator in the strict sense of the term, but with the caveat that he is at least is telling us everything we need to know to come to our own conclusions. As the book unfolds further, the narrator's compromised credibility seems to infuse every element of the novel even the 'Good' of the book's title starts to seem like a minor dishonesty, perhaps serving as the inspiration for the irony embedded in the title of The 'Great' Gatsby. Much more effectively, however, the narrator's fixations, distractions and manner of speaking feel very much part of his dissimulation. It sometimes feels like he is unconsciously skirting over the crucial elements in his tale, exactly like one does in real life when recounting a story containing incriminating ingredients. Indeed, just how much the narrator is conscious of his own concealment is just one part of what makes this such an interesting book: Ford Madox Ford has gifted us with enough ambiguity that it is also possible that even the narrator cannot find it within himself to understand the events of the story he is narrating. It was initially hard to believe that such a carefully crafted analysis of a small group of characters could have been written so long ago, and despite being fairly easy to read, The Good Soldier is an almost infinitely subtle book even the jokes are of the subtle kind and will likely get a re-read within the next few years.

Anna Karenina (1878) Leo Tolstoy There are many similar themes running through War and Peace (reviewed above) and Anna Karenina. Unrequited love; a young man struggling to find a purpose in life; a loving family; an overwhelming love of nature and countless fascinating observations about the minuti of Russian society. Indeed, rather than primarily being about the eponymous Anna, Anna Karenina provides a vast panorama of contemporary life in Russia and of humanity in general. Nevertheless, our Anna is a sophisticated woman who abandons her empty existence as the wife of government official Alexei Karenin, a colourless man who has little personality of his own, and she turns to a certain Count Vronsky in order to fulfil her passionate nature. Needless to say, this results in tragic consequences as their (admittedly somewhat qualified) desire to live together crashes against the rocks of reality and Russian society. Parallel to Anna's narrative, though, Konstantin Levin serves as the novel's alter-protagonist. In contrast to Anna, Levin is a socially awkward individual who straddles many schools of thought within Russia at the time: he is neither a free-thinker (nor heavy-drinker) like his brother Nikolai, and neither is he a bookish intellectual like his half-brother Serge. In short, Levin is his own man, and it is generally agreed by commentators that he is Tolstoy's surrogate within the novel. Levin tends to come to his own version of an idea, and he would rather find his own way than adopt any prefabricated view, even if confusion and muddle is the eventual result. In a roughly isomorphic fashion then, he resembles Anna in this particular sense, whose story is a counterpart to Levin's in their respective searches for happiness and self-actualisation. Whilst many of the passionate and exciting passages are told on Anna's side of the story (I'm thinking horse race in particular, as thrilling as anything in cinema ), many of the broader political thoughts about the nature of the working classes are expressed on Levin's side instead. These are stirring and engaging in their own way, though, such as when he joins his peasants to mow the field and seems to enter the nineteenth-century version of 'flow':
The longer Levin mowed, the more often he felt those moments of oblivion during which it was no longer his arms that swung the scythe, but the scythe itself that lent motion to his whole body, full of life and conscious of itself, and, as if by magic, without a thought of it, the work got rightly and neatly done on its own. These were the most blissful moments.
Overall, Tolstoy poses no didactic moral message towards any of the characters in Anna Karenina, and merely invites us to watch rather than judge. (Still, there is a hilarious section that is scathing of contemporary classical music, presaging many of the ideas found in Tolstoy's 1897 What is Art?). In addition, just like the earlier War and Peace, the novel is run through with a number of uncannily accurate observations about daily life:
Anna smiled, as one smiles at the weaknesses of people one loves, and, putting her arm under his, accompanied him to the door of the study.
... as well as the usual sprinkling of Tolstoy's sardonic humour ("No one is pleased with his fortune, but everyone is pleased with his wit."). Fyodor Dostoyevsky, the other titan of Russian literature, once described Anna Karenina as a "flawless work of art," and if you re only going to read one Tolstoy novel in your life, it should probably be this one.

27 December 2022

Chris Lamb: Favourite books of 2022: Fiction

This post marks the beginning my yearly roundups of the favourite books and movies that I read and watched in 2022 that I plan to publish over the next few days. Just as I did for 2020 and 2021, I won't reveal precisely how many books I read in the last year. I didn't get through as many books as I did in 2021, though, but that's partly due to reading a significant number of long nineteenth-century novels in particular, a fair number of those books that American writer Henry James once referred to as "large, loose, baggy monsters." However, in today's post I'll be looking at my favourite books that are typically filed under fiction, with 'classic' fiction following tomorrow. Works that just missed the cut here include John O'Brien's Leaving Las Vegas, Colson Whitehead's Sag Harbor and possibly The Name of the Rose by Umberto Eco, or Elif Batuman's The Idiot. I also feel obliged to mention (or is that show off?) that I also read the 1,079-page Infinite Jest by David Foster Wallace, but I can't say it was a favourite, let alone recommend others unless they are in the market for a good-quality under-monitor stand.

Mona (2021) Pola Oloixarac Mona is the story of a young woman who has just been nominated for the 'most important literary award in Europe'. Mona sees the nomination as a chance to escape her substance abuse on a Californian campus and so speedily decamps to the small village in the depths of Sweden where the nominees must convene for a week before the overall winner is announced. Mona didn't disappear merely to avoid pharmacological misadventures, though, but also to avoid the growing realisation that she is being treated as something of an anthropological curiosity at her university: a female writer of colour treasured for her flourish of exotic diversity that reflects well upon her department. But Mona is now stuck in the company of her literary competitors who all have now gathered from around the world in order to do what writers do: harbour private resentments, exchange empty flattery, embody the selfsame racialised stereotypes that Mona left the United States to avoid, stab rivals in the back, drink too much, and, of course, go to bed together. But as I read Mona, I slowly started to realise that something else is going on. Why does Mona keep finding traces of violence on her body, the origins of which she cannot or refuses to remember? There is something eerily defensive about her behaviour and sardonic demeanour in general as well. A genre-bending and mind-expanding novel unfolded itself, and, without getting into spoiler territory, Mona concludes with such a surprising ending that, according to Adam Thirlwell:
Perhaps we need to rethink what is meant by a gimmick. If a gimmick is anything that we want to reject as extra or excessive or ill-fitting, then it may be important to ask what inhibitions or arbitrary conventions have made it seem like excess, and to revel in the exorbitant fictional constructions it produces. [...]
Mona is a savage satire of the literary world, but it's also a very disturbing exploration of trauma and violence. The success of the book comes in equal measure from the author's commitment to both ideas, but also from the way the psychological damage component creeps up on you. And, as implied above, the last ten pages are quite literally out of this world.

My Brilliant Friend (2011)
The Story of a New Name (2012)
Those Who Leave and Those Who Stay (2013)
The Story of the Lost Child (2014) Elena Ferrante Elena Ferrante's Neopolitan Quartet follows two girls, both brilliant in their own way. Our protagonist-narrator is Elena, a studious girl from the lower rungs of the middle class of Naples who is inspired to be more by her childhood friend, Lila. Lila is, in turn, far more restricted by her poverty and class, but can transcend it at times through her fiery nature, which also brands her as somewhat unique within their inward-looking community. The four books follow the two girls from the perspective of Elena as they grow up together in post-war Italy, where they drift in-and-out of each other's lives due to the vicissitudes of change and the consequences of choice. All the time this is unfolding, however, the narrative is very always slightly charged by the background knowledge revealed on the very first page that Lila will, many years later, disappear from Elena's life. Whilst the quartet has the formal properties of a bildungsroman, its subject and conception are almost entirely different. In particular, the books are driven far more by character and incident than spectacular adventures in picturesque Italy. In fact, quite the opposite takes place: these are four books where ordinary-seeming occurrences take on an unexpected radiance against a background of poverty, ignorance, violence and other threats, often bringing to mind the films of the Italian neorealism movement. Brilliantly rendered from beginning to end, Ferrante has a seemingly studious eye for interpreting interactions and the psychology of adolescence and friendship. Some utterances indeed, perhaps even some glances are dissected at length over multiple pages, something that Vittorio De Sica's classic Bicycle Thieves (1948) could never do. Potential readers should not take any notice of the saccharine cover illustrations on most editions of the books. The quartet could even win an award for the most misleading artwork, potentially rivalling even Vladimir Nabokov's Lolita. I wouldn't be at all surprised if it is revealed that the drippy illustrations and syrupy blurbs ("a rich, intense and generous-hearted story ") turn out to be part of a larger metatextual game that Ferrante is playing with her readers. This idiosyncratic view of mine is partially supported by the fact that each of the four books has been given a misleading title, the true ambiguity of which often only becomes clear as each of the four books comes into sharper focus. Readers of the quartet often fall into debating which is the best of the four. I've heard from more than one reader that one has 'too much Italian politics' and another doesn't have enough 'classic' Lina moments. The first book then possesses the twin advantages of both establishing the environs and finishing with a breathtaking ending that is both satisfying and a cliffhanger as well but does this make it 'the best'? I prefer to liken the quartet more like the different seasons of The Wire (2002-2008) where, personal favourites and preferences aside, although each season is undoubtedly unique, it would take a certain kind of narrow-minded view of art to make the claim that, say, series one of The Wire is 'the best' or that the season that focuses on the Baltimore docks 'is boring'. Not to sound like a neo-Wagnerian, but each of them adds to final result in its own. That is to say, both The Wire and the Neopolitan Quartet achieve the rare feat of making the magisterial simultaneously intimate.

Out There: Stories (2022) Kate Folk Out There is a riveting collection of disturbing short stories by first-time author Kate Fork. The title story first appeared in the New Yorker in early 2020 imagines a near-future setting where a group of uncannily handsome artificial men called 'blots' have arrived on the San Francisco dating scene with the secret mission of sleeping with women, before stealing their personal data from their laptops and phones and then (quite literally) evaporating into thin air. Folk's satirical style is not at all didactic, so it rarely feels like she is making her points in a pedantic manner. But it's clear that the narrator of Out There is recounting her frustration with online dating. in a way that will resonate with anyone who s spent time with dating apps or indeed the contemporary hyper-centralised platform-based internet in general. Part social satire, part ghost story and part comic tales, the blurring of the lines between these factors is only one of the things that makes these stories so compelling. But whilst Folk constructs crazy scenarios and intentionally strange worlds, she also manages to also populate them with characters that feel real and genuinely sympathetic. Indeed, I challenge you not to feel some empathy for the 'blot' in the companion story Big Sur which concludes the collection, and it complicates any primary-coloured view of the dating world of consisting entirely of predatory men. And all of this is leavened with a few stories that are just plain surreal. I don't know what the deal is with Dating a Somnambulist (available online on Hobart Pulp), but I know that I like it.

Solaris (1961) Stanislaw Lem When Kelvin arrives at the planet Solaris to study the strange ocean that covers its surface, instead of finding an entirely physical scientific phenomenon, he soon discovers a previously unconscious memory embodied in the physical manifestation of a long-dead lover. The other scientists on the space station slowly reveal that they are also plagued with their own repressed corporeal memories. Many theories are put forward as to why all this is occuring, including the idea that Solaris is a massive brain that creates these incarnate memories. Yet if that is the case, the planet's purpose in doing so is entirely unknown, forcing the scientists to shift focus and wonder whether they can truly understand the universe without first understanding what lies within their own minds and in their desires. This would be an interesting outline for any good science fiction book, but one of the great strengths of Solaris is not only that it withholds from the reader why the planet is doing anything it does, but the book is so forcefully didactic in its dislike of the hubris, destructiveness and colonial thinking that can accompany scientific exploration. In one of its most vitriolic passages, Lem's own anger might be reaching out to the reader:
We are humanitarian and chivalrous; we don t want to enslave other races, we simply want to bequeath them our values and take over their heritage in exchange. We think of ourselves as the Knights of the Holy Contact. This is another lie. We are only seeking Man. We have no need of other worlds. We need mirrors. We don t know what to do with other worlds. A single world, our own, suffices us; but we can t accept it for what it is. We are searching for an ideal image of our own world: we go in quest of a planet, of a civilisation superior to our own, but developed on the basis of a prototype of our primaeval past. At the same time, there is something inside us that we don t like to face up to, from which we try to protect ourselves, but which nevertheless remains since we don t leave Earth in a state of primal innocence. We arrive here as we are in reality, and when the page is turned, and that reality is revealed to us that part of our reality that we would prefer to pass over in silence then we don t like it anymore.
An overwhelming preoccupation with this idea infuses Solaris, and it turns out to be a common theme in a lot of Lem's work of this period, such as in his 1959 'anti-police procedural' The Investigation. Perhaps it not a dislike of exploration in general or the modern scientific method in particular, but rather a savage critique of the arrogance and self-assuredness that accompanies most forms of scientific positivism, or at least pursuits that cloak themselves under the guise of being a laudatory 'scientific' pursuit:
Man has gone out to explore other worlds and other civilizations without having explored his own labyrinth of dark passages and secret chambers and without finding what lies behind doorways that he himself has sealed.
I doubt I need to cite specific instances of contemporary scientific pursuits that might meet Lem's punishing eye today, and the fact that his critique works both in 2022 and 1961 perhaps tells us more about the human condition than we'd care to know. Another striking thing about Solaris isn't just the specific Star Trek and Stargate SG-1 episodes that I retrospectively realised were purloined from the book, but that almost the entire register of Star Trek: The Next Generation in particular seems to be rehearsed here. That is to say, TNG presents itself as hard and fact-based 'sci-fi' on the surface, but, at its core, there are often human, existential and sometimes quite enormously emotionally devastating human themes being discussed such as memory, loss and grief. To take one example from many, the painful memories that the planet Solaris physically materialises in effect asks us to seriously consider what it actually is taking place when we 'love' another person: is it merely another 'mirror' of ourselves? (And, if that is the case, is that... bad?) It would be ahistorical to claim that all popular science fiction today can be found rehearsed in Solaris, but perhaps it isn't too much of a stretch:
[Solaris] renders unnecessary any more alien stories. Nothing further can be said on this topic ...] Possibly, it can be said that when one feels the urge for such a thing, one should simply reread Solaris and learn its lessons again. Kim Stanley Robinson [...]
I could go on praising this book for quite some time; perhaps by discussing the extreme framing devices used within the book at one point, the book diverges into a lengthy bibliography of fictional books-within-the-book, each encapsulating a different theory about what the mechanics and/or function of Solaris is, thereby demonstrating that 'Solaris studies' as it is called within the world of the book has been going on for years with no tangible results, which actually leads to extreme embarrassment and then a deliberate and willful blindness to the 'Solaris problem' on the part of the book's scientific community. But I'll leave it all here before this review gets too long... Highly recommended, and a likely reread in 2023.

Brokeback Mountain (1997) Annie Proulx Brokeback Mountain began as a short story by American author Annie Proulx which appeared in the New Yorker in 1997, although it is now more famous for the 2005 film adaptation directed by Taiwanese filmmaker Ang Lee. Both versions follow two young men who are hired for the summer to look after sheep at a range under the 'Brokeback' mountain in Wyoming. Unexpectedly, however, they form an intense emotional and sexual attachment, yet life intervenes and demands they part ways at the end of the summer. Over the next twenty years, though, as their individual lives play out with marriages, children and jobs, they continue reuniting for brief albeit secret liaisons on camping trips in remote settings. There's no feigned shyness or self-importance in Brokeback Mountain, just a close, compassionate and brutally honest observation of a doomed relationship and a bone-deep feeling for the hardscrabble life in the post-War West. To my mind, very few books have captured so acutely the desolation of a frustrated and repressed passion, as well as the particular flavour of undirected anger that can accompany this kind of yearning. That the original novella does all this in such a beautiful way (and without the crutch of the Wyoming landscape to look at ) is a tribute to Proulx's skills as a writer. Indeed, even without the devasting emotional undertones, Proulx's descriptions of the mountains and scree of the West is likely worth the read alone.

Luster (2020) Raven Leilani Edie is a young Black woman living in New York whose life seems to be spiralling out of control. She isn't good at making friends, her career is going nowhere, and she has no close family to speak of as well. She is, thus, your typical NYC millennial today, albeit seen through a lens of Blackness that complicates any reductive view of her privilege or minority status. A representative paragraph might communicate the simmering tone:
Before I start work, I browse through some photos of friends who are doing better than me, then an article on a black teenager who was killed on 115th for holding a weapon later identified as a showerhead, then an article on a black woman who was killed on the Grand Concourse for holding a weapon later identified as a cell phone, then I drown myself in the comments section and do some online shopping, by which I mean I put four dresses in my cart as a strictly theoretical exercise and then let the page expire.
She starts a sort-of affair with an older white man who has an affluent lifestyle in nearby New Jersey. Eric or so he claims has agreed upon an 'open relationship' with his wife, but Edie is far too inappropriate and disinhibited to respect any boundaries that Eric sets for her, and so Edie soon becomes deeply entangled in Eric's family life. It soon turns out that Eric and his wife have a twelve-year-old adopted daughter, Akila, who is also wait for it Black. Akila has been with Eric's family for two years now and they aren t exactly coping well together. They don t even know how to help her to manage her own hair, let alone deal with structural racism. Yet despite how dark the book's general demeanour is, there are faint glimmers of redemption here and there. Realistic almost to the end, Edie might finally realise what s important in her life, but it would be a stretch to say that she achieves them by the final page. Although the book is full of acerbic remarks on almost any topic (Dogs: "We made them needy and physically unfit. They used to be wolves, now they are pugs with asthma."), it is the comments on contemporary race relations that are most critically insightful. Indeed, unsentimental, incisive and funny, Luster had much of what I like in Colson Whitehead's books at times, but I can't remember a book so frantically fast-paced as this since the Booker-prize winning The Sellout by Paul Beatty or Sam Tallent's Running the Light.

26 December 2022

Vincent Bernat: Managing infrastructure with Terraform, CDKTF, and NixOS

A few years ago, I downsized my personal infrastructure. Until 2018, there were a dozen containers running on a single Hetzner server.1 I migrated my emails to Fastmail and my DNS zones to Gandi. It left me with only my blog to self-host. As of today, my low-scale infrastructure is composed of 4 virtual machines running NixOS on Hetzner Cloud and Vultr, a handful of DNS zones on Gandi and Route 53, and a couple of Cloudfront distributions. It is managed by CDK for Terraform (CDKTF), while NixOS deployments are handled by NixOps. In this article, I provide a brief introduction to Terraform, CDKTF, and the Nix ecosystem. I also explain how to use Nix to access these tools within your shell, so you can quickly start using them.

CDKTF: infrastructure as code Terraform is an infrastructure-as-code tool. You can define your infrastructure by declaring resources with the HCL language. This language has some additional features like loops to declare several resources from a list, built-in functions you can call in expressions, and string templates. Terraform relies on a large set of providers to manage resources.

Managing servers Here is a short example using the Hetzner Cloud provider to spawn a virtual machine:
variable "hcloud_token"  
  sensitive = true
 
provider "hcloud"  
  token = var.hcloud_token
 
resource "hcloud_server" "web03"  
  name = "web03"
  server_type = "cpx11"
  image = "debian-11"
  datacenter = "nbg1-dc3"
 
resource "hcloud_rdns" "rdns4-web03"  
  server_id = hcloud_server.web03.id
  ip_address = hcloud_server.web03.ipv4_address
  dns_ptr = "web03.luffy.cx"
 
resource "hcloud_rdns" "rdns6-web03"  
  server_id = hcloud_server.web03.id
  ip_address = hcloud_server.web03.ipv6_address
  dns_ptr = "web03.luffy.cx"
 
HCL expressiveness is quite limited and I find a general-purpose language more convenient to describe all the resources. This is where CDK for Terraform comes in: you can manage your infrastructure using your preferred programming language, including TypeScript, Go, and Python. Here is the previous example using CDKTF and TypeScript:
import   App, TerraformStack, Fn   from "cdktf";
import   HcloudProvider   from "./.gen/providers/hcloud/provider";
import * as hcloud from "./.gen/providers/hcloud";
class MyStack extends TerraformStack  
  constructor(scope: Construct, name: string)  
    super(scope, name);
    const hcloudToken = new TerraformVariable(this, "hcloudToken",  
      type: "string",
      sensitive: true,
     );
    const hcloudProvider = new HcloudProvider(this, "hcloud",  
      token: hcloudToken.value,
     );
    const web03 = new hcloud.server.Server(this, "web03",  
      name: "web03",
      serverType: "cpx11",
      image: "debian-11",
      datacenter: "nbg1-dc3",
      provider: hcloudProvider,
     );
    new hcloud.rdns.Rdns(this, "rdns4-web03",  
      serverId: Fn.tonumber(web03.id),
      ipAddress: web03.ipv4Address,
      dnsPtr: "web03.luffy.cx",
      provider: hcloudProvider,
     );
    new hcloud.rdns.Rdns(this, "rdns6-web03",  
      serverId: Fn.tonumber(web03.id),
      ipAddress: web03.ipv6Address,
      dnsPtr: "web03.luffy.cx",
      provider: hcloudProvider,
     );
   
 
const app = new App();
new MyStack(app, "cdktf-take1");
app.synth();
Running cdktf synth generates a configuration file for Terraform, terraform plan previews the changes, and terraform apply applies them. Now that you have a general-purpose language, you can use functions.

Managing DNS records While using CDKTF for 4 web servers may seem a tad overkill, this is quite different when it comes to managing a few DNS zones. With DNSControl, which is using JavaScript as a domain-specific language, I was able to define the bernat.ch zone with this snippet of code:
D("bernat.ch", REG_NONE, DnsProvider(DNS_BIND, 0), DnsProvider(DNS_GANDI),
  DefaultTTL('2h'),
  FastMailMX('bernat.ch',  subdomains: ['vincent'] ),
  WebServers('@'),
  WebServers('vincent');
This generated 38 records. With CDKTF, I use:
new Route53Zone(this, "bernat.ch", providers.aws)
  .sign(dnsCMK)
  .registrar(providers.gandiVB)
  .www("@", servers)
  .www("vincent", servers)
  .www("media", servers)
  .fastmailMX(["vincent"]);
All the magic is in the code that I did not show you. You can check the dns.ts file in the cdktf-take1 repository to see how it works. Here is a quick explanation:
  • Route53Zone() creates a new zone hosted by Route 53,
  • sign() signs the zone with the provided master key,
  • registrar() registers the zone to the registrar of the domain and sets up DNSSEC,
  • www() creates A and AAAA records for the provided name pointing to the web servers,
  • fastmailMX() creates the MX records and other support records to direct emails to Fastmail.
Here is the content of the fastmailMX() function. It generates a few records and returns the current zone for chaining:
fastmailMX(subdomains?: string[])  
  (subdomains ?? [])
    .concat(["@", "*"])
    .forEach((subdomain) =>
      this.MX(subdomain, [
        "10 in1-smtp.messagingengine.com.",
        "20 in2-smtp.messagingengine.com.",
      ])
    );
  this.TXT("@", "v=spf1 include:spf.messagingengine.com ~all");
  ["mesmtp", "fm1", "fm2", "fm3"].forEach((dk) =>
    this.CNAME( $ dk ._domainkey ,  $ dk .$ this.name .dkim.fmhosted.com. )
  );
  this.TXT("_dmarc", "v=DMARC1; p=none; sp=none");
  return this;
 
I encourage you to browse the repository if you need more information.

About Pulumi My first tentative around Terraform was to use Pulumi. You can find this attempt on GitHub. This is quite similar to what I currently do with CDKTF. The main difference is that I am using Python instead of TypeScript because I was not familiar with TypeScript at the time.2 Pulumi predates CDKTF and it uses a slightly different approach. CDKTF generates a Terraform configuration (in JSON format instead of HCL), delegating planning, state management, and deployment to Terraform. It is therefore bound to the limitations of what can be expressed by Terraform, notably when you need to transform data obtained from one resource to another.3 Pulumi needs specific providers for each resource. Many Pulumi providers are thin wrappers encapsulating Terraform providers. While Pulumi provides a good user experience, I switched to CDKTF because writing providers for Pulumi is a chore. CDKTF does not require such a step. Outside the big players (AWS, Azure and Google Cloud), the existence, quality, and freshness of the Pulumi providers are inconsistent. Most providers rely on a Terraform provider and they may lag a few versions behind, miss a few resources, or have a few bugs of their own. When a provider does not exist, you can write one with the help of the pulumi-terraform-bridge library. The Pulumi project provides a boilerplate for this purpose. I had a bad experience with it when writing providers for Gandi and Vultr: the Makefile automatically installs Pulumi using a curl sh pattern and does not work with /bin/sh. There is a lack of interest for community-based contributions4 or even for providers for smaller players.

NixOS & NixOps Nix is a functional, purely-functional programming language. Nix is also the name of the package manager that is built on top of the Nix language. It allows users to declaratively install packages. nixpkgs is a repository of packages. You can install Nix on top of a regular Linux distribution. If you want more details, a good resource is the official website, and notably the learn section. There is a steep learning curve, but the reward is tremendous.

NixOS: declarative Linux distribution NixOS is a Linux distribution built on top of the Nix package manager. Here is a configuration snippet to add some packages:
environment.systemPackages = with pkgs;
  [
    bat
    htop
    liboping
    mg
    mtr
    ncdu
    tmux
  ];
It is possible to alter an existing derivation5 to use a different version, enable a specific feature, or apply a patch. Here is how I enable and configure Nginx to disable the stream module, add the Brotli compression module, and add the IP address anonymizer module. Moreover, instead of using OpenSSL 3, I keep using OpenSSL 1.1.6
services.nginx =  
  enable = true;
  package = (pkgs.nginxStable.override  
    withStream = false;
    modules = with pkgs.nginxModules; [
      brotli
      ipscrub
    ];
    openssl = pkgs.openssl_1_1;
   );
If you need to add some patches, it is also possible. Here are the patches I added in 2019 to circumvent the DoS vulnerabilities in Nginx until they were fixed in NixOS:7
services.nginx.package = pkgs.nginxStable.overrideAttrs (old:  
  patches = oldAttrs.patches ++ [
    # HTTP/2: reject zero length headers with PROTOCOL_ERROR.
    (pkgs.fetchpatch  
      url = https://github.com/nginx/nginx/commit/dbdd[ ].patch;
      sha256 = "a48190[ ]";
     )
    # HTTP/2: limited number of DATA frames.
    (pkgs.fetchpatch  
      url = https://github.com/nginx/nginx/commit/94c5[ ].patch;
      sha256 = "af591a[ ]";
     )
    #  HTTP/2: limited number of PRIORITY frames.
    (pkgs.fetchpatch  
      url = https://github.com/nginx/nginx/commit/39bb[ ].patch;
      sha256 = "1ad8fe[ ]";
     )
  ];
 );
If you are interested, have a look at my relatively small configuration: common.nix contains the configuration to be applied to any host (SSH, users, common software packages), web.nix contains the configuration for the web servers, isso.nix runs Isso into a systemd container.

NixOps: NixOS deployment tool On a single node, NixOS configuration is in the /etc/nixos/configuration.nix file. After modifying it, you have to run nixos-rebuild switch. Nix fetches all possible dependencies from the binary cache and builds the remaining packages. It creates a new entry in the boot loader menu and activates the new configuration. To manage several nodes, there exists several options, including NixOps, deploy-rs, Colmena, and morph. I do not know all of them, but from my point of view, the differences are not that important. It is also possible to build such a tool yourself as Nix provides the most important building blocks: nix build and nix copy. NixOps is one of the first tools available but I encourage you to explore the alternatives. NixOps configuration is written in Nix. Here is a simplified configuration to deploy znc01.luffy.cx, web01.luffy.cx, and web02.luffy.cx, with the help of the server and web functions:
let
  server = hardware: name: imports:  
    deployment.targetHost = "$ name .luffy.cx";
    networking.hostName = name;
    networking.domain = "luffy.cx";
    imports = [ (./hardware/. + "/$ hardware .nix") ] ++ imports;
   ;
  web = hardware: idx: imports:
    server hardware "web$ lib.fixedWidthNumber 2 idx " ([ ./web.nix ] ++ imports);
in  
  network.description = "Luffy infrastructure";
  network.enableRollback = true;
  defaults = import ./common.nix;
  znc01 = server "exoscale" [ ./znc.nix ];
  web01 = web "hetzner" 1 [ ./isso.nix ];
  web02 = web "hetzner" 2 [];
 

Tying everything together with Nix The Nix ecosystem is a unified solution to the various problems around software and configuration management. A very interesting feature is the declarative and reproducible developer environments. This is similar to Python virtual environments, except it is not language-specific.

Brief introduction to Nix flakes I am using flakes, a new Nix feature improving reproducibility by pinning all dependencies and making the build hermetic. While the feature is marked as experimental,8 it is widely used and you may see flake.nix and flake.lock at the root of some repositories. As a short example, here is the flake.nix content shipped with Snimpy, an interactive SNMP tool for Python relying on libsmi, a C library:
 
  inputs =  
    nixpkgs.url = "nixpkgs";
    flake-utils.url = "github:numtide/flake-utils";
   ;
  outputs =   self, ...  @inputs:
    inputs.flake-utils.lib.eachDefaultSystem (system:
      let
        pkgs = inputs.nixpkgs.legacyPackages."$ system ";
      in
       
        # nix build
        packages.default = pkgs.python3Packages.buildPythonPackage  
          name = "snimpy";
          src = self;
          preConfigure = ''echo "1.0.0-0-000000000000" > version.txt'';
          checkPhase = "pytest";
          checkInputs = with pkgs.python3Packages; [ pytest mock coverage ];
          propagatedBuildInputs = with pkgs.python3Packages; [ cffi pysnmp ipython ];
          buildInputs = [ pkgs.libsmi ];
         ;
        # nix run + nix shell
        apps.default =   
          type = "app";
          program = "$ self.packages."$ system ".default /bin/snimpy";
         ;
        # nix develop
        devShells.default = pkgs.mkShell  
          name = "snimpy-dev";
          buildInputs = [
            self.packages."$ system ".default.inputDerivation
            pkgs.python3Packages.ipython
          ];
         ;
       );
 
If you have Nix installed on your system:
  • nix run github:vincentbernat/snimpy runs Snimpy,
  • nix shell github:vincentbernat/snimpy provides a shell with Snimpy ready-to-use,
  • nix build github:vincentbernat/snimpy builds the Python package, tests included, and
  • nix develop . provides a shell to hack around Snimpy when run from a fresh checkout.9
For more information about Nix flakes, have a look at the tutorial from Tweag.

Nix and CDKTF At the root of the repository I use for CDKTF, there is a flake.nix file to set up a shell with Terraform and CDKTF installed and with the appropriate environment variables to automate my infrastructure. Terraform is already packaged in nixpkgs. However, I need to apply a patch on top of the Gandi provider. Not a problem with Nix!
terraform = pkgs.terraform.withPlugins (p: [
  p.aws
  p.hcloud
  p.vultr
  (p.gandi.overrideAttrs
    (old:  
      src = pkgs.fetchFromGitHub  
        owner = "vincentbernat";
        repo = "terraform-provider-gandi";
        rev = "feature/livedns-key";
        hash = "sha256-V16BIjo5/rloQ1xTQrdd0snoq1OPuDh3fQNW7kiv/kQ=";
       ;
     ))
]);
CDKTF is written in TypeScript. I have a package.json file with all the dependencies needed, including the ones to use TypeScript as the language to define infrastructure:
 
  "name": "cdktf-take1",
  "version": "1.0.0",
  "main": "main.js",
  "types": "main.ts",
  "private": true,
  "dependencies":  
    "@types/node": "^14.18.30",
    "cdktf": "^0.13.3",
    "cdktf-cli": "^0.13.3",
    "constructs": "^10.1.151",
    "eslint": "^8.27.0",
    "prettier": "^2.7.1",
    "ts-node": "^10.9.1",
    "typescript": "^3.9.10",
    "typescript-language-server": "^2.1.0"
   
 
I use Yarn to get a yarn.lock file that can be used directly to declare a derivation containing all the dependencies:
nodeEnv = pkgs.mkYarnModules  
  pname = "cdktf-take1-js-modules";
  version = "1.0.0";
  packageJSON = ./package.json;
  yarnLock = ./yarn.lock;
 ;
The next step is to generate the CDKTF providers from the Terraform providers and turn them into a derivation:
cdktfProviders = pkgs.stdenvNoCC.mkDerivation  
  name = "cdktf-providers";
  nativeBuildInputs = [
    pkgs.nodejs
    terraform
  ];
  src = nix-filter  
    root = ./.;
    include = [ ./cdktf.json ./tsconfig.json ];
   ;
  buildPhase = ''
    export HOME=$(mktemp -d)
    export CHECKPOINT_DISABLE=1
    export DISABLE_VERSION_CHECK=1
    export PATH=$ nodeEnv /node_modules/.bin:$PATH
    ln -nsf $ nodeEnv /node_modules node_modules
    # Build all providers we have in terraform
    for provider in $(cd $ terraform /libexec/terraform-providers; echo */*/*/*); do
      version=''$ provider##*/ 
      provider=''$ provider%/* 
      echo "Build $provider@$version"
      cdktf provider add --force-local $provider@$version   cat
    done
    echo "Compile TS   JS"
    tsc
  '';
  installPhase = ''
    mv .gen $out
    ln -nsf $ nodeEnv /node_modules $out/node_modules
  '';
 ;
Finally, we can define the development environment:
devShells.default = pkgs.mkShell  
  name = "cdktf-take1";
  buildInputs = [
    pkgs.nodejs
    pkgs.yarn
    terraform
  ];
  shellHook = ''
    # No telemetry
    export CHECKPOINT_DISABLE=1
    # No autoinstall of plugins
    export CDKTF_DISABLE_PLUGIN_CACHE_ENV=1
    # Do not check version
    export DISABLE_VERSION_CHECK=1
    # Access to node modules
    export PATH=$PWD/node_modules/.bin:$PATH
    ln -nsf $ nodeEnv /node_modules node_modules
    ln -nsf $ cdktfProviders  .gen
    # Credentials
    for p in \
      njf.nznmba.pbz/Nqzvavfgengbe \
      urgmare.pbz/ivaprag@oreang.pu \
      ihyge.pbz/ihyge@ivaprag.oreang.pu; do
        eval $(pass show $(echo $p   tr 'A-Za-z' 'N-ZA-Mn-za-m')   grep '^export')
    done
    eval $(pass show personal/cdktf/secrets   grep '^export')
    export TF_VAR_hcloudToken="$HCLOUD_TOKEN"
    export TF_VAR_vultrApiKey="$VULTR_API_KEY"
    unset VULTR_API_KEY HCLOUD_TOKEN
  '';
 ;
The derivations listed in buildInputs are available in the provided shell. The content of shellHook is sourced when starting the shell. It sets up some symbolic links to make the JavaScript environment built at an earlier step available, as well as the generated CDKTF providers. It also exports all the credentials.10 I am also using direnv with an .envrc to automatically load the development environment. This also enables the environment to be available from inside Emacs, notably when using lsp-mode to get TypeScript completions. Without direnv, nix develop . can activate the environment. I use the following commands to deploy the infrastructure:11
$ cdktf synth
$ cd cdktf.out/stacks/cdktf-take1
$ terraform plan --out plan
$ terraform apply plan
$ terraform output -json > ~-automation/nixops-take1/cdktf.json
The last command generates a JSON file containing various data to complete the deployment with NixOps.

NixOps The JSON file exported by Terraform contains the list of servers with various attributes:
 
  "hardware": "hetzner",
  "ipv4Address": "5.161.44.145",
  "ipv6Address": "2a01:4ff:f0:b91::1",
  "name": "web05.luffy.cx",
  "tags": [
    "web",
    "continent:NA",
    "continent:SA"
  ]
 
In network.nix, this list is imported and transformed into an attribute set describing the servers. A simplified version looks like this:
let
  lib = inputs.nixpkgs.lib;
  shortName = name: builtins.elemAt (lib.splitString "." name) 0;
  domainName = name: lib.concatStringsSep "." (builtins.tail (lib.splitString "." name));
  server = hardware: name: imports:  
    networking =  
      hostName = shortName name;
      domain = domainName name;
     ;
    deployment.targetHost = name;
    imports = [ (./hardware/. + "/$ hardware .nix") ] ++ imports;
   ;
  cdktf-servers-json = (lib.importJSON ./cdktf.json).servers.value;
  cdktf-servers = map
    (s:
      let
        tags-maybe-import = map (t: ./. + "/$ t .nix") s.tags;
        tags-import = builtins.filter (t: builtins.pathExists t) tags-maybe-import;
      in
       
        name = shortName s.name;
        value = server s.hardware s.name tags-import;
       )
    cdktf-servers-json;
in
 
  // [ ]
  // builtins.listToAttrs cdktf-servers
For web05, this expands to:
web05 =  
  networking =  
    hostName = "web05";
    domainName = "luffy.cx";
   ;
  deployment.targetHost = "web05.luffy.cx";
  imports = [ ./hardware/hetzner.nix ./web.nix ];
 ;
As for CDKTF, at the root of the repository I use for NixOps, there is a flake.nix file to set up a shell with NixOps configured. Because NixOps do not support rollouts, I usually use the following commands to deploy on a single server:12
$ nix flake update
$ nixops deploy --include=web04
$ ./tests web04.luffy.cx
If the tests are OK, I deploy the remaining nodes gradually with the following command:
$ (set -e; for h in web 03..06 ; do nixops deploy --include=$h; done)
nixops deploy rolls out all servers in parallel and therefore could cause a short outage where all Nginx are down at the same time.
This post has been a work-in-progress for the past three years, with the content being updated and refined as I experimented with different solutions. There is still much to explore13 but I feel there is enough content to publish now.

  1. It was an AMD Athlon 64 X2 5600+ with 2 GB of RAM and 2 400 GB disks with software RAID. I was paying something around 59 per month for it. While it was a good deal in 2008, by 2018 it was no longer cost-effective. It was running on Debian Wheezy with Linux-VServer for isolation, both of which were outdated in 2018.
  2. I also did not use Python because Poetry support in Nix was a bit broken around the time I started hacking around CDKTF.
  3. Pulumi can apply arbitrary functions with the apply() method on an output. It makes it easy to transform data that are not known during the planning stage. Terraform has functions to serve a similar purpose, but they are more limited.
  4. The two mentioned pull requests are not merged yet. The second one is superseded by PR #61, submitted two months later, which enforces the use of /bin/bash. I also submitted PR #56, which was merged 4 months later and quickly reverted without an explanation.
  5. You may consider packages and derivations to be synonyms in the Nix ecosystem.
  6. OpenSSL 3 has outstanding performance regressions.
  7. NixOS can be a bit slow to integrate patches since they need to rebuild parts of the binary cache before releasing the fixes. In this specific case, they were fast: the vulnerability and patches were released on August 13th 2019 and available in NixOS on August 15th. As a comparison, Debian only released the fixed version on August 22nd, which is unusually late.
  8. Because flakes are experimental, many documentations do not use them and it is an additional aspect to learn.
  9. It is possible to replace . with github:vincentbernat/snimpy, like in the other commands, but having Snimpy dependencies without Snimpy source code is less interesting.
  10. I am using pass as a password manager. The password names are only obfuscated to avoid spam.
  11. The cdktf command can wrap the terraform commands, but I prefer to use them directly as they are more flexible.
  12. If the change is risky, I disable the server with CDKTF. This removes it from the web service DNS records.
  13. I would like to replace NixOps with an alternative handling progressive rollouts and checks. I am also considering switching to Nomad or Kubernetes to deploy workloads.

23 December 2022

Louis-Philippe V ronneau: 2022 A Musical Retrospective

With the end of the year approaching fast, I thought putting my year in retrospective via music would be a fun thing to do. Albums In 2022, I added 51 new albums to my collection nearly one a week! I listed them below in the order in which I acquired them. I purchased most of these albums when I could and borrowed the rest at libraries. If you want to browse though, I added links to the album covers pointing either to websites where you can buy them or to Discogs when digital copies weren't available1. Browsing through the albums, I can see my tastes really shifted a lot in the last few years. I used to listen to a lot of Hip-Hop, but the recent trends in this genre2 really turn me off. In fact, it seems I didn't add a single Hip-Hop album to my collection this year... Metal also continues to dominate the list. Many thanks to Angry Metal Guy for being the best metal reviewing website out there. Concerts 2022 was also a big change for me, as I started going to much more concerts than I previously did. metalfinder has been working great and I'm really happy with it. Here are the concerts I went to in 2022: I'm looking forward continuing to go to a lot of concerts in 2023!

  1. Some of the albums especially the O ! ones are pretty underground. For most of those, I actually have physical copies I bought and ripped.
  2. Mostly mumble rap, beats than are less and less sample-based, extreme commercialisation and lyrics that are less and less political and engaged.

20 December 2022

Freexian Collaborators: Recent improvements to Tryton's Debian Packaging (by Mathias Behrle and Rapha l Hertzog)

Foreword Freexian has been using Tryton for a few years to handle its invoicing and accounting. We have thus also been using the Debian packages maintained by Mathias Behrle and we have been funding some of his work because maintaining an ERP with more than 50 source packages was too much for him to handle alone on his free time. When Mathias discovered our Project Funding initiative, it was quite natural for him to consider applying to be able to bring some much needed improvements to Tryton s Debian packaging. He s running his own consulting company (MBSolutions) so it s easy for him to invoice Freexian to get the money for the funded projects. What follows is Mathias Behrle s description of the projects that he submitted and of the work that he achieved. If you want to contact him, you can reach out to mathiasb@m9s.biz or mbehrle@debian.org. You can also follow him on Mastodon.

Report In January 2022 I applied for two projects in the Freexian Project Funding Initiative.
  • Tryton Project 1
    • The starting point of this project was Debian Bug #998319: tryton-server should provide a ready-to-use production-grade server config. To address this problem instead of only providing configuration snippets the idea was to provide a full featured guided setup of a Tryton production environment, thus eliminating the risks of trial and error for the system administrator.
  • Tryton Project 2
    • The goal of this project was to complete the available Tryton modules in Debian main with the latest set available from tryton.org and to automate the task of creating new Debian packages from Tryton modules as much as possible.

Accomplishments As the result of Task 1, several new packages emerged:
  • tryton-server-postgresql provides the guided setup of a PostgreSQL database backend.
  • tryton-server-uwsgi provides the installation and configuration of a robust WSGI server on top of tryton-server.
  • tryton-server-nginx provides the configuration of a scalable web frontend to the uwsgi server, including the optional setup of secure access by Letsencrypt certificates.
  • tryton-server-all-in-one puts it all together to provide a fully functional Tryton production environment, including a database filled with basic static data. With the installation of this package a robust and secure production grade setup is possible from scratch, all configuration leg work is done in the background.
The work was thoroughly reviewed by Neil Williams. Thanks go to him for his detailed feedback providing very valuable information from the view of a fresh Tryton user getting in first contact with the software. A cordial thank you as well goes to the translation teams providing initial reviews and translations for the configuration questions. The efforts of Task 1 were completed with Task 2:
  • A Tryton specific version of PyPi2deb was created to help in the preparation of new Debian packages for new Tryton modules.
  • All missing Tryton modules for the current series were packaged for Debian.
On top of those two planned projects, I completed an additional task: the packaging of the Tryton Web Client. The Web Client is a quite important feature to access a Tryton server with the browser and even a crucial requirement for some companies. Unfortunately the packaging of the Web Client for Debian was problematic from the beginning. tryton-sao requires exact versions of JavaScript libraries that are almost never guaranteed to be available in the different targeted Debian releases. Therefore a package with vendored libraries has been created and will hopefully soon hit the Debian main archive. The package is already available from the Tryton Backport Mirror for the usually supported Debian releases.

Summary I am very pleased that the Tryton suite in Debian has gained full coverage of Tryton modules and a user-friendly installation. The completion of the project represents a huge step forward in the state-of-the-art deployment of a production grade Tryton environment. Without the monetary support of Freexian s project funding the realization of this project wouldn t have been possible in this way and to this extent.

18 December 2022

Bastian Venthur: The State of Python Packaging in 2022

Every year or so, I revisit the current best practices for Python packaging. This was my summary for 2021 here s the update for 2022. PyPA PyPA is still the place to go for information, best practices and tutorials for packaging Python projects. My only criticism from last year, namely that PyPA was heavily biased towards their own tooling (e.g. pipenv), has been addressed: the tool recommendations section lists now several tools for the same purpose with their own ones not necessarily being the first anymore. setup.py, setup.cfg, requirements.txt, Pipfile, pyproject.toml oh my! This is the reason why I m revisiting the documentation every year, to see what s the current way to go. Good progress has been made since last year: Bye setup.py and setup.cfg hello pyproject.toml pyproject.toml finally got mature enough to replace setup.py and setup.cfg in most cases. Recent versions of setuptools and pip now fully support pyproject.toml and even PyPA s packaging tutorial completely switched their example project from away setup.py towards pyproject.toml, making it an official recommendation. So, now you can replace your setup.py with pyproject.toml. If you had already some kind of declarative configuration in setup.cfg you can move that as well into pyproject.toml. Most tools, like pypy or pytest also support configuration in pyproject.toml (flake8 being a notable exception ) so there s no reason to keep setup.cfg around anymore. Actually, if you migrate to pyproject.toml it is best to do it properly and remove setup.py and setup.cfg as setuptools behaves a bit buggy when building a package that has either of them and the pyproject.toml. requirements.txt requirements.txt are still needed if you develop a deployable application (vs. a library) and want to provide pinned dependencies, i.e. with the specific versions that you ve tested your application with. Usually, the list of requirements in requirements.txt is the same as defined in pyproject.toml, but with pinned versions. Pipfile + Pipfile.lock I still do completely ignore Pipfile and Pipfile.lock as they are only supported by pipenv and not backed by any standard. Summary The major change this year was the proper support of pyproject.toml. I am slowly replacing all setup.py and setup.cfg in my projects with pyproject.toml and haven t discovered any issues yet. Even packaging those packages as Debian packages is well-supported by Debian s tooling. I m still running a quite boring stack based on pyproject.toml and requirements.txt, ignoring more advanced tools like poetry or such for dependency management. My build-system defined in pyproject.toml requires setuptools and I m using build for building and twine for uploading. Since PyPA changed the packaging tutorial towards pyproject.toml and away from setup.py, I think we will slowly see setup.py and setup.cfg go away over the years. Speaking of PyPA, I m happy that they changed their attitude towards a more unbiased recommendation of tooling.

13 December 2022

Matthew Garrett: Trying to remove the need to trust cloud providers

First up: what I'm covering here is probably not relevant for most people. That's ok! Different situations have different threat models, and if what I'm talking about here doesn't feel like you have to worry about it, that's great! Your life is easier as a result. But I have worked in situations where we had to care about some of the scenarios I'm going to describe here, and the technologies I'm going to talk about here solve a bunch of these problems.

So. You run a typical VM in the cloud. Who has access to that VM? Well, firstly, anyone who has the ability to log into the host machine with administrative capabilities. With enough effort, perhaps also anyone who has physical access to the host machine. But the hypervisor also has the ability to inspect what's running inside a VM, so anyone with the ability to install a backdoor into the hypervisor could theoretically target you. And who's to say the cloud platform launched the correct image in the first place? The control plane could have introduced a backdoor into your image and run that instead. Or the javascript running in the web UI that you used to configure the instance could have selected a different image without telling you. Anyone with the ability to get a (cleverly obfuscated) backdoor introduced into quite a lot of code could achieve that. Obviously you'd hope that everyone working for a cloud provider is honest, and you'd also hope that their security policies are good and that all code is well reviewed before being committed. But when you have several thousand people working on various components of a cloud platform, there's always the potential for something to slip up.

Let's imagine a large enterprise with a whole bunch of laptops used by developers. If someone has the ability to push a new package to one of those laptops, they're in a good position to obtain credentials belonging to the user of that laptop. That means anyone with that ability effectively has the ability to obtain arbitrary other privileges - they just need to target someone with the privilege they want. You can largely mitigate this by ensuring that the group of people able to do this is as small as possible, and put technical barriers in place to prevent them from pushing new packages unilaterally.

Now imagine this in the cloud scenario. Anyone able to interfere with the control plane (either directly or by getting code accepted that alters its behaviour) is in a position to obtain credentials belonging to anyone running in that cloud. That's probably a much larger set of people than have the ability to push stuff to laptops, but they have much the same level of power. You'll obviously have a whole bunch of processes and policies and oversights to make it difficult for a compromised user to do such a thing, but if you're a high enough profile target it's a plausible scenario.

How can we avoid this? The easiest way is to take the people able to interfere with the control plane out of the loop. The hypervisor knows what it booted, and if there's a mechanism for the VM to pass that information to a user in a trusted way, you'll be able to detect the control plane handing over the wrong image. This can be achieved using trusted boot. The hypervisor-provided firmware performs a "measurement" (basically a cryptographic hash of some data) of what it's booting, storing that information in a virtualised TPM. This TPM can later provide a signed copy of the measurements on demand. A remote system can look at these measurements and determine whether the system is trustworthy - if a modified image had been provided, the measurements would be different. As long as the hypervisor is trustworthy, it doesn't matter whether or not the control plane is - you can detect whether you were given the correct OS image, and you can build your trust on top of that.

(Of course, this depends on you being able to verify the key used to sign those measurements. On real hardware the TPM has a certificate that chains back to the manufacturer and uniquely identifies the TPM. On cloud platforms you typically have to retrieve the public key via the metadata channel, which means you're trusting the control plane to give you information about the hypervisor in order to verify what the control plane gave to the hypervisor. This is suboptimal, even though realistically the number of moving parts in that part of the control plane is much smaller than the number involved in provisioning the instance in the first place, so an attacker managing to compromise both is less realistic. Still, AWS doesn't even give you that, which does make it all rather more complicated)

Ok, so we can (largely) decouple our trust in the VM from having to trust the control plane. But we're still relying on the hypervisor to provide those attestations. What if the hypervisor isn't trustworthy? This sounds somewhat ridiculous (if you can't run a trusted app on top of an untrusted OS, how can you run a trusted OS on top of an untrusted hypervisor?), but AMD actually have a solution for that. SEV ("Secure Encrypted Virtualisation") is a technology where (handwavily) an encryption key is generated when a new VM is created, and the memory belonging to that VM is encrypted with that key. The hypervisor has no access to that encryption key, and any access to memory initiated by the hypervisor will only see the encrypted content. This means that nobody with the ability to tamper with the hypervisor can see what's going on inside the OS (and also means that nobody with physical access can either, so that's another threat dealt with).

But how do we know that the hypervisor set this up, and how do we know that the correct image was booted? SEV has support for a "Launch attestation", a CPU generated signed statement that it booted the current VM with SEV enabled. But it goes further than that! The attestation includes a measurement of what was booted, which means we don't need to trust the hypervisor at all - the CPU itself will tell us what image we were given. Perfect.

Except, well. There's a few problems. AWS just doesn't have any VMs that implement SEV yet (there are bare metal instances that do, but obviously you're building your own infrastructure to make that work). Google only seem to provide the launch measurement via the logging service - and they only include the parsed out data, not the original measurement. So, we still have to trust (a subset of) the control plane. Azure provides it via a separate attestation service, but again it doesn't seem to provide the raw attestation and so you're still trusting the attestation service. For the newest generation of SEV, SEV-SNP, this is less of a big deal because the guest can provide its own attestation. But Google doesn't offer SEV-SNP hardware yet, and the driver you need for this only shipped in Linux 5.19 and Azure's SEV Ubuntu images only offer up to 5.15 at the moment, so making use of that means you're putting your own image together at the moment.

And there's one other kind of major problem. A normal VM image provides a bootloader and a kernel and a filesystem. That bootloader needs to run on something. That "something" is typically hypervisor-provided "firmware" - for instance, OVMF. This probably has some level of cloud vendor patching, and they probably don't ship the source for it. You're just having to trust that the firmware is trustworthy, and we're talking about trying to avoid placing trust in the cloud provider. Azure has a private beta allowing users to upload images that include their own firmware, meaning that all the code you trust (outside the CPU itself) can be provided by the user, and once that's GA it ought to be possible to boot Azure VMs without having to trust any Microsoft-provided code.

Well, mostly. As AMD admit, SEV isn't guaranteed to be resistant to certain microarchitectural attacks. This is still much more restrictive than the status quo where the hypervisor could just read arbitrary content out of the VM whenever it wanted to, but it's still not ideal. Which, to be fair, is where we are with CPUs in general.

(Thanks to Leonard Cohnen who gave me a bunch of excellent pointers on this stuff while I was digging through it yesterday)

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12 December 2022

Russ Allbery: Review: The Unbroken

Review: The Unbroken, by C.L. Clark
Series: Magic of the Lost #1
Publisher: Orbit
Copyright: March 2021
ISBN: 0-316-54267-9
Format: Kindle
Pages: 490
The Unbroken is the first book of a projected fantasy trilogy. It is C.L. Clark's first novel. Lieutenant Touraine is one of the Sands, the derogatory name for the Balladairan Colonial Brigade. She, like the others of her squad, are conscript soldiers, kidnapped by the Balladairan Empire from their colonies as children and beaten into "civilized" behavior by Balladairan training. They fought in the Balladairan war against the Taargens. Now, they've been reassigned to El-Wast, capital city of Qaz l, the foremost of the southern colonies. The place where Touraine was born, from which she was taken at the age of five. Balladaire is not France and Qaz l is not Algeria, but the parallels are obvious and strongly implied by the map and the climates. Touraine and her squad are part of the forces accompanying Princess Luca, the crown princess of the Balladairan Empire, who has been sent to take charge of Qaz l and quell a rebellion. Luca's parents died in the Withering, the latest round of a recurrent plague that haunts Balladaire. She is the rightful heir, but her uncle rules as regent and is reluctant to give her the throne. Qaz l is where she is to prove herself. If she can bring the colony in line, she can prove that she's ready to rule: her birthright and her destiny. The Qaz li are uninterested in being part of Luca's grand plan of personal accomplishment. She steps off her ship into an assassination attempt, foiled by Touraine's sharp eyes and quick reactions, which brings the Sand to the princess's attention. Touraine's reward is to be assigned the execution of the captured rebels, one of whom recognizes her and names her mother before he dies. This sets up the core of the plot: Qaz li rebellion against an oppressive colonial empire, Luca's attempt to use the colony as a political stepping stone, and Touraine caught in between. One of the reasons why I am happy to see increased diversity in SFF authors is that the way we tell stories is shaped by our cultural upbringing. I was taught to tell stories about colonialism and rebellion in a specific ideological shape. It's hard to describe briefly, but the core idea is that being under the rule of someone else is unnatural as well as being an injustice. It's a deviation from the way the world should work, something unexpected that is inherently unstable. Once people unite to overthrow their oppressors, eventual success is inevitable; it's not only right or moral, it's the natural path of history. This is what you get when you try to peel the supremacy part away from white supremacy but leave the unshakable self-confidence and bedrock assumption that the universe cares what we think. We were also taught that rebellion is primarily ideological. One may be motivated by personal injustice, but the correct use of that injustice is to subsume it into concepts such as freedom and democracy. Those concepts are more "real" in some foundational sense, more central to the right functioning of the world, than individual circumstance. When the now-dominant group tells stories of long-ago revolution, there is no personal experience of oppression and survival in which to ground the story; instead, it's linked to anticipatory fear in the reader, to the idea that one's privileges could be taken away by a foreign oppressor and that the counter to this threat is ideological unity. Obviously, not every white fantasy author uses this story shape, but the tendency runs deep because we're taught it young. You can see it everywhere in fantasy, from Lord of the Rings to Tigana. The Unbroken uses a much different story shape, and I don't think it's a coincidence that the author is Black. Touraine is not sympathetic to the Qaz li. These are not her people and this is not her life. She went through hell in Balladairan schools, but she won a place, however tenuous. Her personal role model is General Cantic, the Balladairan Blood General who was also one of her instructors. Cantic is hard as nails, unforgiving, unbending, and probably a war criminal, but also the embodiment of a military ethic. She is tough but fair with the conscript soldiers. She doesn't put a stop to their harassment by the regular Balladairan troops, but neither does she let it go too far. Cantic has power, she knows how to keep it, and there is a place for Touraine in Cantic's world. And, critically, that place is not just hers: it's one she shares with her squad. Touraine's primary loyalty is not to Balladaire or to Qaz l. It's to the Sands. Her soldiers are neither one thing nor the other, and they disagree vehemently among themselves about what Qaz l and their other colonial homes should be to them, but they learned together, fought together, and died together. That theme is woven throughout The Unbroken: personal bonds, third and fourth loyalties, and practical ethics of survival that complicate and contradict simple dichotomies of oppressor and oppressed. Touraine is repeatedly offered ideological motives that the protagonist in the typical story shape would adopt. And she repeatedly rejects them for personal bonds: trying to keep her people safe, in a world that is not looking out for them. The consequence is that this book tears Touraine apart. She tries to walk a precarious path between Luca, the Qaz li, Cantic, and the Sands, and she falls off that path a lot. Each time I thought I knew where this book was going, there's another reversal, often brutal. I tend to be a happily-ever-after reader who wants the protagonist to get everything they need, so this isn't my normal fare. The amount of hell that Touraine goes through made for difficult reading, worse because much of it is due to her own mistakes or betrayals. But Clark makes those decisions believable given the impossible position Touraine is in and the lack of role models she has for making other choices. She's set up to fail, and the price of small victories is to have no one understand the decisions that she makes, or to believe her motives. Luca is the other viewpoint character of the book (and yes, this is also a love affair, which complicates both of their loyalties). She is the heroine of a more typical genre fantasy novel: the outsider princess with a physical disability and a razor-sharp mind, ambitious but fair (at least in her own mind), with a trusted bodyguard advisor who also knew her father and a sincere desire to be kinder and more even-handed in her governance of the colony. All of this is real; Luca is a protagonist, and the reader is not being set up to dislike her. But compared to Touraine's grappling with identity, loyalty, and ethics, Luca is never in any real danger, and her concerns start to feel too calculated and superficial. It's hard to be seriously invested in whether Luca proves herself or gets her throne when people are being slaughtered and abused. This, I think, is the best part of this book. Clark tells a traditional ideological fantasy of learning to be a good ruler, but she puts it alongside a much deeper and more complex story of multi-faceted oppression. She has the two protagonists fall in love with each other and challenges them to understand each other, and Luca does not come off well in this comparison. Touraine is frustrated, impulsive, physical, and sometimes has catastrophically poor judgment. Luca is analytical and calculating, and in most ways understands the political dynamics far better than Touraine. We know how this story usually goes: Luca sees Touraine's brilliance and lifts her out of the ranks into a role of importance and influence, which Touraine should reward with loyalty. But Touraine's world is more real, more grounded, and more authentic, and both Touraine and the reader know what Luca could offer is contingent and comes with a higher price than Luca understands. (Incidentally, the cover of The Unbroken, designed by Lauren Panepinto with art by Tommy Arnold, is astonishingly good at capturing both Touraine's character and the overall feeling of the book. Here's a larger version.) The writing is good but uneven. Clark loves reversals, and they did keep me reading, but I think there were too many of them. By the end of the book, the escalation of betrayals and setbacks was more exhausting than exciting, and I'd stopped trusting anything good would last. (Admittedly, this is an accurate reflection of how Touraine felt.) Touraine's inner monologue also gets a bit repetitive when she's thrashing in the jaws of an emotional trap. I think some of this is first-novel problems of over-explaining emotional states and character reasoning, but these problems combine to make the book feel a bit over-long. I'm also not in love with the ending. It's perhaps the one place in the book where I am more cynical about the politics than Clark is, although she does lay the groundwork for it. But this book is also full of places small and large where it goes a different direction than most fantasy and is better for it. I think my favorite small moment is Touraine's quiet refusal to defend herself against certain insinuations. This is such a beautiful bit of characterization; she knows she won't be believed anyway, and refuses to demean herself by trying. I'm not sure I can recommend this book unconditionally, since I think you have to be in the mood for it, but it's one of the most thoughtful and nuanced looks at colonialism and rebellion I can remember seeing in fantasy. I found it frustrating in places, but I'm also still thinking about it. If you're looking for a political fantasy with teeth, you could do a lot worse, although expect to come out the other side a bit battered and bruised. Followed by The Faithless, and I have no idea where Clark is going to go with the second book. I suppose I'll have to read and find out. Content note: In addition to a lot of violence, gore, and death, including significant character death, there's also a major plague. If you're not feeling up to reading about panic caused by contageous illness, proceed with caution. Rating: 7 out of 10

11 December 2022

Russ Allbery: Review: The Fifth Elephant

Review: The Fifth Elephant, by Terry Pratchett
Series: Discworld #24
Publisher: Harper
Copyright: 2000
Printing: May 2014
ISBN: 0-06-228013-9
Format: Mass market
Pages: 455
The Fifth Elephant is the 24th Discworld and fifth Watch novel, and largely assumes you know who the main characters are. This is not a good place to start. The dwarves are electing a new king. The resulting political conflict is spilling over into the streets of Ankh-Morpork, but that's not the primary problem. First, the replica Scone of Stone, a dwarven artifact used to crown the Low King of the Dwarves, is stolen from the Dwarf Bread Museum. Then, Vimes is dispatched to berwald, ostensibly to negotiate increased fat exports with the new dwarven king. And then Angua disappears, apparently headed towards her childhood home in berwald, which immediately prompts Carrot to resign and head after her. The City Watch is left in the hands of now-promoted Captain Colon. We see lots of Lady Sybil for the first time since Guards! Guards!, and there's a substantial secondary plot with Angua and Carrot and a tertiary plot with Colon making a complete mess of things back home, but this is mostly a Vimes novel. As usual, Vetinari is pushing him outside of his comfort zone, but he's not seriously expecting Vimes to act like an ambassador. He's expecting Vimes to act like a policeman, even though he's way outside his jurisdiction. This time, that means untangling a messy three-sided political situation involving the dwarves, the werewolves, and the vampires. There is some Igor dialogue in this book, but thankfully Pratchett toned it down a lot and it never started to bother me. I do enjoy Pratchett throwing Vimes and his suspicious morality at political problems and watching him go at them sideways. Vimes's definition of crimes is just broad enough to get him fully invested in a problem, but too narrow to give him much patience with the diplomatic maneuvering. It makes him an unpredictable diplomat in a clash of cultures way that's fun to read about. Cheery and Detritus are great traveling companions for this, since both of them also unsettle the dwarves in wildly different ways. I also have to admit that Pratchett is doing more interesting things with the Angua and Carrot relationship than I had feared. In previous books, I was getting tired of their lack of communication and wasn't buying the justifications for it, but I think I finally understand why the communication barriers are there. It's not that Angua refuses to talk to Carrot (although there's still a bit of that going on). It's that Carrot's attitude towards the world is very strange, and gets stranger the closer you are to him. Carrot has always been the character who is too earnest and straightforward and good for Ankh-Morpork and yet somehow makes it work, but Pratchett is doing something even more interesting with the concept of nobility. A sufficiently overwhelming level of heroic ethics becomes almost alien, so contrary to how people normally think that it can make conversations baffling. It's not that Carrot is perfect (sometimes he does very dumb things), it's that his natural behavior follows a set of ethics that humans like to pretend they follow but actually don't and never would entirely. His character should be a boring cliche or an over-the-top parody, and yet he isn't at all. But Carrot's part is mostly a side plot. Even more than Jingo, The Fifth Elephant is establishing Vimes as a force to be reckoned with, even if you take him outside his familiar city. He is in so many ways the opposite of Vetinari, and yet he's a tool that Vetinari is extremely good at using. Colon of course is a total disaster as the head of the Watch, and that's mostly because Colon should never be more than a sergeant, but it's also because even when he's taking the same action as Vimes, he's not doing it for the same reasons or with the same stubborn core of basic morality and loyalty that's under Vimes's suspicious conservatism. The characterization in the Watch novels doesn't seem that subtle or deep at first, but it accumulates over the course of the series in a way that I think is more effective than any of the other story strands. Vetinari, Vimes, and Carrot all represent "right," or at least order, in overlapping stories of right versus wrong, but they do so in radically different ways and with radically different goals. Each time one of them seems ascendant, each time one of their approaches seems more clearly correct, Pratchett throws them at a problem where a different approach is required. It's a great reading experience. This was one of the better Discworld novels even though I found the villains to be a bit tedious and stupid. Recommended. Followed by The Truth in publication order. The next Watch novel is Night Watch. Rating: 8 out of 10

10 December 2022

Russ Allbery: Review: Trust

Review: Trust, by Mary Sisson
Series: Trang #2
Publisher: Mary Sisson
Copyright: 2012
Printing: December 2013
ASIN: B0087KQDQ0
Format: Kindle
Pages: 375
Trust is a direct sequel to Trang and should not be read out of order. Both the primary and secondary plot deal with the consequences of the ending of Trang and thus spoil it heavily. After a dodgy and unethical debriefing under mental probe (which took far too long to become relevant to the story) Philippe Trang is back at work as the human diplomat to a space station full of aliens in intergalactic space. At first, interspecies relations have not changed much, but soon Philippe will be drawn farther into the consequences of Trang's dramatic conclusion than he would have expected. And there are other complications: a new group of Special Forces soldiers, an extremely grumpy alien who disapproves of his species' current culture, and the continuing incomprehensible behavior of the Magic Man. I was hoping this series would be a hidden gem of diplomatic SF, a subgenre that I want to exist. Unfortunately, this entry takes a strong turn towards more conventional territory: a Star Trek plot. One of the merits of the first novel is that Trang, and the humans in general, didn't have much power. Humans were meeting aliens as equals or inferiors, and both sides were attempting to understand. Although the humans became central to the plot (probably unavoidable when they're the protagonists), it was somewhat by accident. I was hoping Sisson would lean into that setup, stress the equal footing, and focus on the complex diplomacy. Instead, Trust puts Trang in a position of considerable authority over one of the alien races. Like most Star Trek plots, this book is primarily about mapping strange alien behavior onto human morality to solve the problem of the week. As an entry in that genre, it's... okay. I still like Trang as a character, Sisson does an adequate job showing how weird aliens can be (although mostly by jumbling together extremes of human behavior instead of finding something truly alien), and the opinions of the aliens continue to matter. But I feel like this series is sliding towards making the humans central to everything, and I was not enthused by a plot that requires Trang sort out complex political problems for an entire alien race he knows next to nothing about. This book also adds more viewpoints, giving us several chapters from the perspective of one of Trang's escort soldiers and one from one of the aliens. I liked the alien perspective; it was probably the best chapter of the book. Seeing the human characters from an external perspective was amusing, and I liked how both the humans and the aliens surprised and confused each other. That said, it also felt like a bit of a cheat to tell the reader about the cultural forces at play that Trang was missing. I already thought Trang was being exceptionally dim about the alien gifts he was given, pocketing them without attempting to understand them and then never studying them later. Being shown more things he should have tried to figure out didn't help. You're a diplomat in an extended first contact situation: please have some basic curiosity about what's going on and talk it over with the people around you, rather than treating aliens like children. The soldier perspective adds a secondary plot that was okay but a bit silly, and I'm not sure why Sisson needed to introduce a second perspective to tell it. I think the same secondary plot would have been more interesting if she'd stuck with Trang's perspective and forced him to reconstruct what had been happening when he wasn't paying attention. As is, the plot relied too much on people being stupid and not talking to each other. There was nothing seriously wrong with this book, but it's also not fulfilling the potential of the first book of the series. It felt like okay self-published science fiction; that's not nothing, but there are a lot of books like that, and I wanted diplomatic science fiction that goes somewhere different. I may give the third book a chance, but I'm feeling less enthused now. Followed by Tribulations. Rating: 6 out of 10

9 December 2022

Matthew Garrett: End-to-end encrypted messages need more than libsignal

(Disclaimer: I'm not a cryptographer, and I do not claim to be an expert in Signal. I've had this read over by a couple of people who are so with luck there's no egregious errors, but any mistakes here are mine)

There are indications that Twitter is working on end-to-end encrypted DMs, likely building on work that was done back in 2018. This made use of libsignal, the reference implementation of the protocol used by the Signal encrypted messaging app. There seems to be a fairly widespread perception that, since libsignal is widely deployed (it's also the basis for WhatsApp's e2e encryption) and open source and has been worked on by a whole bunch of cryptography experts, choosing to use libsignal means that 90% of the work has already been done. And in some ways this is true - the security of the protocol is probably just fine. But there's rather more to producing a secure and usable client than just sprinkling on some libsignal.

(Aside: To be clear, I have no reason to believe that the people who were working on this feature in 2018 were unaware of this. This thread kind of implies that the practical problems are why it didn't ship at the time. Given the reduction in Twitter's engineering headcount, and given the new leadership's espousal of political and social perspectives that don't line up terribly well with the bulk of the cryptography community, I have doubts that any implementation deployed in the near future will get all of these details right)

I was musing about this last night and someone pointed out some prior art. Bridgefy is a messaging app that uses Bluetooth as its transport layer, allowing messaging even in the absence of data services. The initial implementation involved a bunch of custom cryptography, enabling a range of attacks ranging from denial of service to extracting plaintext from encrypted messages. In response to criticism Bridgefy replaced their custom cryptographic protocol with libsignal, but that didn't fix everything. One issue is the potential for MITMing - keys are shared on first communication, but the client provided no mechanism to verify those keys, so a hostile actor could pretend to be a user, receive messages intended for that user, and then reencrypt them with the user's actual key. This isn't a weakness in libsignal, in the same way that the ability to add a custom certificate authority to a browser's trust store isn't a weakness in TLS. In Signal the app key distribution is all handled via Signal's servers, so if you're just using libsignal you need to implement the equivalent yourself.

The other issue was more subtle. libsignal has no awareness at all of the Bluetooth transport layer. Deciding where to send a message is up to the client, and these routing messages were spoofable. Any phone in the mesh could say "Send messages for Bob here", and other phones would do so. This should have been a denial of service at worst, since the messages for Bob would still be encrypted with Bob's key, so the attacker would be able to prevent Bob from receiving the messages but wouldn't be able to decrypt them. However, the code to decide where to send the message and the code to decide which key to encrypt the message with were separate, and the routing decision was made before the encryption key decision. An attacker could send a message saying "Route messages for Bob to me", and then another saying "Actually lol no I'm Mallory". If a message was sent between those two messages, the message intended for Bob would be delivered to Mallory's phone and encrypted with Mallory's key.

Again, this isn't a libsignal issue. libsignal encrypted the message using the key bundle it was told to encrypt it with, but the client code gave it a key bundle corresponding to the wrong user. A race condition in the client logic allowed messages intended for one person to be delivered to and readable by another.

This isn't the only case where client code has used libsignal poorly. The Bond Touch is a Bluetooth-connected bracelet that you wear. Tapping it or drawing gestures sends a signal to your phone, which culminates in a message being sent to someone else's phone which sends a signal to their bracelet, which then vibrates and glows in order to indicate a specific sentiment. The idea is that you can send brief indications of your feelings to someone you care about by simply tapping on your wrist, and they can know what you're thinking without having to interrupt whatever they're doing at the time. It's kind of sweet in a way that I'm not, but it also advertised "Private Spaces", a supposedly secure way to send chat messages and pictures, and that seemed more interesting. I grabbed the app and disassembled it, and found it was using libsignal. So I bought one and played with it, including dumping the traffic from the app. One important thing to realise is that libsignal is just the protocol library - it doesn't implement a server, and so you still need some way to get information between clients. And one of the bits of information you have to get between clients is the public key material.

Back when I played with this earlier this year, key distribution was implemented by uploading the public key to a database. The other end would download the public key, and everything works out fine. And this doesn't sound like a problem, given that the entire point of a public key is to be, well, public. Except that there was no access control on this database, and the filenames were simply phone numbers, so you could overwrite anyone's public key with one of your choosing. This didn't let you cause messages intended for them to be delivered to you, so exploiting this for anything other than a DoS would require another vulnerability somewhere, but there are contrived situations where this would potentially allow the privacy expectations to be broken.

Another issue with this app was its handling of one-time prekeys. When you send someone new a message via Signal, it's encrypted with a key derived from not only the recipient's identity key, but also from what's referred to as a "one-time prekey". Users generate a bunch of keypairs and upload the public half to the server. When you want to send a message to someone, you ask the server for one of their one-time prekeys and use that. Decrypting this message requires using the private half of the one-time prekey, and the recipient deletes it afterwards. This means that an attacker who intercepts a bunch of encrypted messages over the network and then later somehow obtains the long-term keys still won't be able to decrypt the messages, since they depended on keys that no longer exist. Since these one-time prekeys are only supposed to be used once (it's in the name!) there's a risk that they can all be consumed before they're replenished. The spec regarding pre-keys says that servers should consider rate-limiting this, but the protocol also supports falling back to just not using one-time prekeys if they're exhausted (you lose the forward secrecy benefits, but it's still end-to-end encrypted). This implementation not only implemented no rate-limiting, making it easy to exhaust the one-time prekeys, it then also failed to fall back to running without them. Another easy way to force DoS.

(And, remember, a successful DoS on an encrypted communications channel potentially results in the users falling back to an unencrypted communications channel instead. DoS may not break the encrypted protocol, but it may be sufficient to obtain plaintext anyway)

And finally, there's ClearSignal. I looked at this earlier this year - it's avoided many of these pitfalls by literally just being a modified version of the official Signal client and using the existing Signal servers (it's even interoperable with Actual Signal), but it's then got a bunch of other weirdness. The Signal database (I /think/ including the keys, but I haven't completely verified that) gets backed up to an AWS S3 bucket, identified using something derived from a key using KERI, and I've seen no external review of that whatsoever. So, who knows. It also has crash reporting enabled, and it's unclear how much internal state it sends on crashes, and it's also based on an extremely old version of Signal with the "You need to upgrade Signal" functionality disabled.

Three clients all using libsignal in one form or another, and three clients that do things wrong in ways that potentially have a privacy impact. Again, none of these issues are down to issues with libsignal, they're all in the code that surrounds it. And remember that Twitter probably has to worry about other issues as well! If I lose my phone I'm probably not going to worry too much about whether the messages sent through my weird bracelet app being gone forever, but losing all my Twitter DMs would be a significant change in behaviour from the status quo. But that's not an easy thing to do when you're not supposed to have access to any keys! Group chats? That's another significant problem to deal with. And making the messages readable through the web UI as well as on mobile means dealing with another set of key distribution issues. Get any of this wrong in one way and the user experience doesn't line up with expectations, get it wrong in another way and the worst case involves some of your users in countries with poor human rights records being executed.

Simply building something on top of libsignal doesn't mean it's secure. If you want meaningful functionality you need to build a lot of infrastructure around libsignal, and doing that well involves not just competent development and UX design, but also a strong understanding of security and cryptography. Given Twitter's lost most of their engineering and is led by someone who's alienated all the cryptographers I know, I wouldn't be optimistic.

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7 December 2022

Matthew Garrett: Making an Orbic Speed RC400L autoboot when USB power is attached

As I mentioned a couple of weeks ago, I've been trying to hack an Orbic Speed RC400L mobile hotspot so it'll automatically boot when power is attached. When plugged in it would flash a "Welcome" screen and then switch to a display showing the battery charging - it wouldn't show up on USB, and didn't turn on any networking. So, my initial assumption was that the bootloader was making a policy decision not to boot Linux. After getting root (as described in the previous post), I was able to cat /proc/mtd and see that partition 7 was titled "aboot". Aboot is a commonly used Android bootloader, based on Little Kernel - LK provides the hardware interface, aboot is simply an app that runs on top of it. I was able to find the source code for Quectel's aboot, which is intended to run on the same SoC that's in this hotspot, so it was relatively easy to line up a bunch of the Ghidra decompilation with actual source (top tip: find interesting strings in your decompilation and paste them into github search, and see whether you get a repo back).

Unfortunately looking through this showed various cases where bootloader policy decisions were made, but all of them seemed to result in Linux booting. Patching them and flashing the patched loader back to the hotspot didn't change the behaviour. So now I was confused: it seemed like Linux was loading, but there wasn't an obvious point in the boot scripts where it then decided not to do stuff. No boot logs were retained between boots, which made things even more annoying. But then I realised that, well, I have root - I can just do my own logging. I hacked in an additional init script to dump dmesg to /var, powered it down, and then plugged in a USB cable. It booted to the charging screen. I hit the power button and it booted fully, appearing on USB. I adb shelled in, checked the logs, and saw that it had booted twice. So, we were definitely entering Linux before showing the charging screen. But what was the difference?

Diffing the dmesg showed that there was a major distinction on the kernel command line. The kernel command line is data populated by the bootloader and then passed to the kernel - it's how you provide arguments that alter kernel behaviour without having to recompile it, but it's also exposed to userland by the running kernel so it also serves as a way for the bootloader to pass information to the running userland. The boot that resulted in the charging screen had a androidboot.poweronreason=USB argument, the one that booted fully had androidboot.poweronreason=PWRKEY. Searching the filesystem for androidboot.poweronreason showed that the script that configures USB did not enable USB if poweronreason was USB, and the same string also showed up in a bunch of other applications. The bootloader was always booting Linux, but it was telling Linux why it had booted, and if that reason was "USB" then Linux was choosing not to enable USB and not starting the networking stack.

One approach would be to modify every application that parsed this data and make it work even if the power on reason was "USB". That would have been tedious. It seemed easier to modify the bootloader. Looking for that string in Ghidra showed that it was reading a register from the power management controller and then interpreting that to determine the reason it had booted. In effect, it was doing something like:
boot_reason = read_pmic_boot_reason();
switch(boot_reason)  
case 0x10:
  bootparam = strdup("androidboot.poweronreason=PWRKEY");
  break;
case 0x20:
  bootparam = strdup("androidboot.poweronreason=USB");
  break;
default:
  bootparam = strdup("androidboot.poweronreason=Hard_Reset");
 
Changing the 0x20 to 0xff meant that the USB case would never be detected, and it would fall through to the default. All the userland code was happy to accept "Hard_Reset" as a legitimate reason to boot, and now plugging in USB results in the modem booting to a functional state. Woo.

If you want to do this yourself, dump the aboot partition from your device, and search for the hex sequence "03 02 00 0a 20"". Change the final 0x20 to 0xff, copy it back to the device, and write it to mtdblock7. If it doesn't work, feel free to curse me, but I'm almost certainly going to be no use to you whatsoever. Also, please, do not just attempt to mechanically apply this to other hotspots. It's not going to end well.

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30 November 2022

Matthew Garrett: Making unphishable 2FA phishable

One of the huge benefits of WebAuthn is that it makes traditional phishing attacks impossible. An attacker sends you a link to a site that looks legitimate but isn't, and you type in your credentials. With SMS or TOTP-based 2FA, you type in your second factor as well, and the attacker now has both your credentials and a legitimate (if time-limited) second factor token to log in with. WebAuthn prevents this by verifying that the site it's sending the secret to is the one that issued it in the first place - visit an attacker-controlled site and said attacker may get your username and password, but they won't be able to obtain a valid WebAuthn response.

But what if there was a mechanism for an attacker to direct a user to a legitimate login page, resulting in a happy WebAuthn flow, and obtain valid credentials for that user anyway? This seems like the lead-in to someone saying "The Aristocrats", but unfortunately it's (a) real, (b) RFC-defined, and (c) implemented in a whole bunch of places that handle sensitive credentials. The villain of this piece is RFC 8628, and while it exists for good reasons it can be used in a whole bunch of ways that have unfortunate security consequences.

What is the RFC 8628-defined Device Authorization Grant, and why does it exist? Imagine a device that you don't want to type a password into - either it has no input devices at all (eg, some IoT thing) or it's awkward to type a complicated password (eg, a TV with an on-screen keyboard). You want that device to be able to access resources on behalf of a user, so you want to ensure that that user authenticates the device. RFC 8628 describes an approach where the device requests the credentials, and then presents a code to the user (either on screen or over Bluetooth or something), and starts polling an endpoint for a result. The user visits a URL and types in that code (or is given a URL that has the code pre-populated) and is then guided through a standard auth process. The key distinction is that if the user authenticates correctly, the issued credentials are passed back to the device rather than the user - on successful auth, the endpoint the device is polling will return an oauth token.

But what happens if it's not a device that requests the credentials, but an attacker? What if said attacker obfuscates the URL in some way and tricks a user into clicking it? The user will be presented with their legitimate ID provider login screen, and if they're using a WebAuthn token for second factor it'll work correctly (because it's genuinely talking to the real ID provider!). The user will then typically be prompted to approve the request, but in every example I've seen the language used here is very generic and doesn't describe what's going on or ask the user. AWS simply says "An application or device requested authorization using your AWS sign-in" and has a big "Allow" button, giving the user no indication at all that hitting "Allow" may give a third party their credentials.

This isn't novel! Christoph Tafani-Dereeper has an excellent writeup on this topic from last year, which builds on Nestori Syynimaa's earlier work. But whenever I've talked about this, people seem surprised at the consequences. WebAuthn is supposed to protect against phishing attacks, but this approach subverts that protection by presenting the user with a legitimate login page and then handing their credentials to someone else.

RFC 8628 actually recognises this vector and presents a set of mitigations. Unfortunately nobody actually seems to implement these, and most of the mitigations are based around the idea that this flow will only be used for physical devices. Sadly, AWS uses this for initial authentication for the aws-cli tool, so there's no device in that scenario. Another mitigation is that there's a relatively short window where the code is valid, and so sending a link via email is likely to result in it expiring before the user clicks it. An attacker could avoid this by directing the user to a domain under their control that triggers the flow and then redirects the user to the login page, ensuring that the code is only generated after the user has clicked the link.

Can this be avoided? The best way to do so is to ensure that you don't support this token issuance flow anywhere, or if you do then ensure that any tokens issued that way are extremely narrowly scoped. Unfortunately if you're an AWS user, that's probably not viable - this flow is required for the cli tool to perform SSO login, and users are going to end up with broadly scoped tokens as a result. The logs are also not terribly useful.

The infuriating thing is that this isn't necessary for CLI tooling. The reason this approach is taken is that you need a way to get the token to a local process even if the user is doing authentication in a browser. This can be avoided by having the process listen on localhost, and then have the login flow redirect to localhost (including the token) on successful completion. In this scenario the attacker can't get access to the token without having access to the user's machine, and if they have that they probably have access to the token anyway.

There's no real moral here other than "Security is hard". Sorry.

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Russ Allbery: Review: The Fed Unbound

Review: The Fed Unbound, by Lev Menand
Publisher: Columbia Global Reports
Copyright: 2022
ISBN: 1-7359137-1-5
Format: Kindle
Pages: 156
The Fed Unbound is a short non-fiction exploration of US Federal Reserve actions to reducing systemic risk caused by shadow banking. Its particular focus is the role of the Fed from the 2008 financial crisis to the present, including the COVID shock, but it includes a history of what Menand calls the "American Monetary Settlement," the political compromise that gave rise to the Federal Reserve. In Menand's view, a central cause of instability in the US financial system (and, given the influence of the dollar system, the world financial system as well) is shadow banking: institutions that act as banks without being insured like banks or subject to bank regulations. A bank, in this definition, is an organization that takes deposits. I'm simplifying somewhat, but what distinguishes a deposit from a security or an investment is that deposits can be withdrawn at any time, or at least on very short notice. When you want to spend the money in your checking account, you don't have to wait for a three-month maturity period or pay an early withdrawal penalty. You simply withdraw the money, with immediate effect. This property is what makes deposits "money," rather than something that you can (but possibly cannot) sell for money, such as stocks or bonds. Most people are familiar with the basic story of how banks work. Essentially no bank simply takes people's money and puts it in a vault until the person wants it again. If that were the case, you would need to pay the bank to store your money. Instead, a bank takes in deposits and then lends some portion of that money out to others. Those loans, for things like cars or houses or credit card spending, come due over time, with interest. The interest rate the bank charges on the loans is much higher than the rate it has to pay on its deposits, and it pockets the difference. The problem with this model, of course, is that the bank doesn't have your money, so if all the depositors go to the bank at the same time and ask for their money, the bank won't be able to repay them and will collapse. (See, for example, the movie It's a Wonderful Life, or Mary Poppins, or any number of other movies or books.) Retail banks are therefore subject to stringent regulations designed to promote public trust and to ensure that traditional banking is a boring (if still lucrative) business. Banks are also normally insured, which in the US means that if they do experience a run, federal regulators will step in, shut down the bank in an orderly fashion, and ensure every depositor gets their money back (at least up to the insurance limit). Alas, if you thought people would settle for boring work that makes a comfortable profit, you don't know the financial industry. Highly-regulated insured deposits are less lucrative than acting like a bank without all of those restrictions and rules and deposit insurance payments. As Menand relates in his brief history of US banking, financial institutions constantly invent new forms of deposits with similar properties but without all the pesky rules: eurodollars (which have nothing to do with the European currency), commercial paper, repo, and many others. These forms of deposits are primarily used by large institutions like corporations. The details vary, but they tend to be prone to the same fundamental instability as bank deposits: if there's a run on the market, there may not be enough liquidity for everyone to withdraw their money at once. Unlike bank deposits, though, there is no insurance, no federal regulator to step in and make depositors whole, and much less regulation to ensure that runs are unlikely. Instead, there's the Federal Reserve, which has increasingly become the bulwark against liquidity crises among shadow banks. This happened in 2008 during the financial crisis (which Menand argues can be seen as a shadow bank run sparked by losses on mortgage securities), and again at a larger scale in 2020 during the initial COVID crisis. Menand is clear that these interventions from the Federal Reserve were necessary. The alternative would have been an uncontrolled collapse of large sections of the financial system, with unknown consequences. But the Fed was not intended to perform those types of interventions. It has no regulatory authority to reform the underlying financial systems to make them safer, remove executives who failed to maintain sufficient liquidity for a crisis, or (as is standard for all traditional US banks) prohibit combining banking and more speculative investment on the same balance sheet. What the Federal Reserve can do, and did, is function as a buyer of last resort, bailing out shadow banks by purchasing assets with newly-created money. This works, in the sense that it averts the immediate crisis, but it creates other distortions. Most importantly, constant Fed intervention doesn't create an incentive to avoid situations that require that intervention; if anything, it encourages more dangerous risk-taking. The above, plus an all-too-brief history of the politics of US banking, is the meat of this book. It's a useful summary, as far as it goes, and I learned a few new things. But I think The Fed Unbound is confused about its audience. This type of high-level summary and capsule history seems most useful for people without an economics background and who haven't been following macroeconomics closely. But Menand doesn't write for that audience. He assumes definitions of words like "deposits" and "money" that are going to be confusing or even incomprehensible to the lay reader. For example, Menand describes ordinary retail banks as creating money, even saying that a bank loans money by simply incrementing the numbers in a customer's deposit account. This is correct in the technical economic definition of money (fractional reserve banking effectively creates new money), but it's going to sound to someone not well-versed in the terminology as if retail banks can create new dollars out of the ether. That power is, of course, reserved for the Federal Reserve, and indeed is largely the point of its existence. Much of this book relies on a very specific definition of money and money supply that will only be familiar to those with economics training. Similarly, the history of the Federal Reserve is interesting but slight, and at no point does Menand explain clearly how the record-keeping between it and retail banks works, or what the Fed's "balance sheet" means in practice. I realize this book isn't trying to give a detailed description or history of the Federal Reserve system, but the most obvious audience is likely to flounder at the level of detail Menand provides. Perhaps, therefore, this book is aimed at an audience already familiar with macroeconomics? But, if so, I'm not sure it says anything new. I follow macroeconomic policy moderately closely and found most of Menand's observations obvious and not very novel. There were tidbits here and there that I hadn't understood, but my time would probably have been better invested in another book. Menand proposes some reforms, but they mostly consist of "Congress should do its job and not create situations where the Federal Reserve has to act without the right infrastructure and political oversight," and, well, yes. It's hard to disagree with that, and it's also hard to see how it will ever happen. It's far too convenient to outsource such problems to central banking, where they are hidden behind financial mechanics that are incomprehensible to the average voter. This is an important topic, but I don't think this is the book to read about it. If you want a clearer and easier-to-understand role of the Federal Reserve in shadow banking crises, read Crashed instead. If you want to learn more about how retail bank regulation works, and hear a strong case for why the same principles should be applied to shadow banks, see Sheila Bair's Bull by the Horns. I'm still looking for a great history and explainer of the Federal Reserve system as a whole, but that is not this book. Rating: 5 out of 10

26 November 2022

Matthew Garrett: Poking a mobile hotspot

I've been playing with an Orbic Speed, a relatively outdated device that only speaks LTE Cat 4, but the towers I can see from here are, uh, not well provisioned so throughput really isn't a concern (and refurbs are $18, so). As usual I'm pretty terrible at just buying devices and using them for their intended purpose, and in this case it has the irritating behaviour that if there's a power cut and the battery runs out it doesn't boot again when power returns, so here's what I've learned so far.

First, it's clearly running Linux (nmap indicates that, as do the headers from the built-in webserver). The login page for the web interface has some text reading "Open Source Notice" that highlights when you move the mouse over it, but that's it - there's code to make the text light up, but it's not actually a link. There's no exposed license notices at all, although there is a copy on the filesystem that doesn't seem to be reachable from anywhere. The notice tells you to email them to receive source code, but doesn't actually provide an email address.

Still! Let's see what else we can figure out. There's no open ports other than the web server, but there is an update utility that includes some interesting components. First, there's a copy of adb, the Android Debug Bridge. That doesn't mean the device is running Android, it's common for embedded devices from various vendors to use a bunch of Android infrastructure (including the bootloader) while having a non-Android userland on top. But this is still slightly surprising, because the device isn't exposing an adb interface over USB. There's also drivers for various Qualcomm endpoints that are, again, not exposed. Running the utility under Windows while the modem is connected results in the modem rebooting and Windows talking about new hardware being detected, and watching the device manager shows a bunch of COM ports being detected and bound by Qualcomm drivers. So, what's it doing?

Sticking the utility into Ghidra and looking for strings that correspond to the output that the tool conveniently leaves in the logs subdirectory shows that after finding a device it calls vendor_device_send_cmd(). This is implemented in a copy of libusb-win32 that, again, has no offer for source code. But it's also easy to drop that into Ghidra and discover thatn vendor_device_send_cmd() is just a wrapper for usb_control_msg(dev,0xc0,0xa0,0,0,NULL,0,1000);. Sending that from Linux results in the device rebooting and suddenly exposing some more USB endpoints, including a functional adb interface. Although, annoyingly, the rndis interface that enables USB tethering via the modem is now missing.

Unfortunately the adb user is unprivileged, but most files on the system are world-readable. data/logs/atfwd.log is especially interesting. This modem has an application processor built into the modem chipset itself, and while the modem implements the Hayes Command Set there's also a mechanism for userland to register that certain AT commands should be pushed up to userland. These are handled by the atfwd_daemon that runs as root, and conveniently logs everything it's up to. This includes having logged all the communications executed when the update tool was run earlier, so let's dig into that.

The system sends a bunch of AT+SYSCMD= commands, each of which is in the form of echo (stuff) >>/usrdata/sec/chipid. Once that's all done, it sends AT+CHIPID, receives a response of CHIPID:PASS, and then AT+SER=3,1, at which point the modem reboots back into the normal mode - adb is gone, but rndis is back. But the logs also reveal that between the CHIPID request and the response is a security check that involves RSA. The logs on the client side show that the text being written to the chipid file is a single block of base64 encoded data. Decoding it just gives apparently random binary. Heading back to Ghidra shows that atfwd_daemon is reading the chipid file and then decrypting it with an RSA key. The key is obtained by calling a series of functions, each of which returns a long base64-encoded string. Decoding each of these gives 1028 bytes of high entropy data, which is then passed to another function that decrypts it using AES CBC using a key of 000102030405060708090a0b0c0d0e0f and an initialization vector of all 0s. This is somewhat weird, since there's 1028 bytes of data and 128 bit AES works on blocks of 16 bytes. The behaviour of OpenSSL is apparently to just pad the data out to a multiple of 16 bytes, but that implies that we're going to end up with a block of garbage at the end. It turns out not to matter - despite the fact that we decrypt 1028 bytes of input only the first 200 bytes mean anything, with the rest just being garbage. Concatenating all of that together gives us a PKCS#8 private key blob in PEM format. Which means we have not only the private key, but also the public key.

So, what's in the encrypted data, and where did it come from in the first place? It turns out to be a JSON blob that contains the IMEI and the serial number of the modem. This is information that can be read from the modem in the first place, so it's not secret. The modem decrypts it, compares the values in the blob to its own values, and if they match sets a flag indicating that validation has succeeeded. But what encrypted it in the first place? It turns out that the json blob is just POSTed to http://pro.w.ifelman.com/api/encrypt and an encrypted blob returned. Of course, the fact that it's being encrypted on the server with the public key and sent to the modem that decrypted with the private key means that having access to the modem gives us the public key as well, which means we can just encrypt our own blobs.

What does that buy us? Digging through the code shows the only case that it seems to matter is when parsing the AT+SER command. The first argument to this is the serial mode to transition to, and the second is whether this should be a temporary transition or a permanent one. Once parsed, these arguments are passed to /sbin/usb/compositions/switch_usb which just writes the mode out to /usrdata/mode.cfg (if permanent) or /usrdata/mode_tmp.cfg (if temporary). On boot, /data/usb/boot_hsusb_composition reads the number from this file and chooses which USB profile to apply. This requires no special permissions, except if the number is 3 - if so, the RSA verification has to be performed first. This is somewhat strange, since mode 9 gives the same rndis functionality as mode 3, but also still leaves the debug and diagnostic interfaces enabled.

So what's the point of all of this? I'm honestly not sure! It doesn't seem like any sort of effective enforcement mechanism (even ignoring the fact that you can just create your own blobs, if you change the IMEI on the device somehow, you can just POST the new values to the server and get back a new blob), so the best I've been able to come up with is to ensure that there's some mapping between IMEI and serial number before the device can be transitioned into production mode during manufacturing.

But, uh, we can just ignore all of this anyway. Remember that AT+SYSCMD= stuff that was writing the data to /usrdata/sec/chipid in the first place? Anything that's passed to AT+SYSCMD is just executed as root. Which means we can just write a new value (including 3) to /usrdata/mode.cfg in the first place, without needing to jump through any of these hoops. Which also means we can just adb push a shell onto there and then use the AT interface to make it suid root, which avoids needing to figure out how to exploit any of the bugs that are just sitting there given it's running a 3.18.48 kernel.

Anyway, I've now got a modem that's got working USB tethering and also exposes a working adb interface, and I've got root on it. Which let me dump the bootloader and discover that it implements fastboot and has an oem off-mode-charge command which solves the problem I wanted to solve of having the device boot when it gets power again. Unfortunately I still need to get into fastboot mode. I haven't found a way to do it through software (adb reboot bootloader doesn't do anything), but this post suggests it's just a matter of grounding a test pad, at which point I should just be able to run fastboot oem off-mode-charge and it'll be all set. But that's a job for tomorrow.

Edit: Got into fastboot mode and ran fastboot oem off-mode-charge 0 but sadly it doesn't actually do anything, so I guess next is going to involve patching the bootloader binary. Since it's signed with a cert titled "General Use Test Key (for testing only)" it apparently doesn't have secure boot enabled, so this should be easy enough.

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16 November 2022

Antoine Beaupr : Wayland: i3 to Sway migration

I started migrating my graphical workstations to Wayland, specifically migrating from i3 to Sway. This is mostly to address serious graphics bugs in the latest Framwork laptop, but also something I felt was inevitable. The current status is that I've been able to convert my i3 configuration to Sway, and adapt my systemd startup sequence to the new environment. Screen sharing only works with Pipewire, so I also did that migration, which basically requires an upgrade to Debian bookworm to get a nice enough Pipewire release. I'm testing Wayland on my laptop, but I'm not using it as a daily driver because I first need to upgrade to Debian bookworm on my main workstation. Most irritants have been solved one way or the other. My main problem with Wayland right now is that I spent a frigging week doing the conversion: it's exciting and new, but it basically sucked the life out of all my other projects and it's distracting, and I want it to stop. The rest of this page documents why I made the switch, how it happened, and what's left to do. Hopefully it will keep you from spending as much time as I did in fixing this. TL;DR: Wayland is mostly ready. Main blockers you might find are that you need to do manual configurations, DisplayLink (multiple monitors on a single cable) doesn't work in Sway, HDR and color management are still in development. I had to install the following packages:
apt install \
    brightnessctl \
    foot \
    gammastep \
    gdm3 \
    grim slurp \
    pipewire-pulse \
    sway \
    swayidle \
    swaylock \
    wdisplays \
    wev \
    wireplumber \
    wlr-randr \
    xdg-desktop-portal-wlr
And did some of tweaks in my $HOME, mostly dealing with my esoteric systemd startup sequence, which you won't have to deal with if you are not a fan.

Why switch? I originally held back from migrating to Wayland: it seemed like a complicated endeavor hardly worth the cost. It also didn't seem actually ready. But after reading this blurb on LWN, I decided to at least document the situation here. The actual quote that convinced me it might be worth it was:
It s amazing. I have never experienced gaming on Linux that looked this smooth in my life.
... I'm not a gamer, but I do care about latency. The longer version is worth a read as well. The point here is not to bash one side or the other, or even do a thorough comparison. I start with the premise that Xorg is likely going away in the future and that I will need to adapt some day. In fact, the last major Xorg release (21.1, October 2021) is rumored to be the last ("just like the previous release...", that said, minor releases are still coming out, e.g. 21.1.4). Indeed, it seems even core Xorg people have moved on to developing Wayland, or at least Xwayland, which was spun off it its own source tree. X, or at least Xorg, in in maintenance mode and has been for years. Granted, the X Window System is getting close to forty years old at this point: it got us amazingly far for something that was designed around the time the first graphical interface. Since Mac and (especially?) Windows released theirs, they have rebuilt their graphical backends numerous times, but UNIX derivatives have stuck on Xorg this entire time, which is a testament to the design and reliability of X. (Or our incapacity at developing meaningful architectural change across the entire ecosystem, take your pick I guess.) What pushed me over the edge is that I had some pretty bad driver crashes with Xorg while screen sharing under Firefox, in Debian bookworm (around November 2022). The symptom would be that the UI would completely crash, reverting to a text-only console, while Firefox would keep running, audio and everything still working. People could still see my screen, but I couldn't, of course, let alone interact with it. All processes still running, including Xorg. (And no, sorry, I haven't reported that bug, maybe I should have, and it's actually possible it comes up again in Wayland, of course. But at first, screen sharing didn't work of course, so it's coming a much further way. After making screen sharing work, though, the bug didn't occur again, so I consider this a Xorg-specific problem until further notice.) There were also frustrating glitches in the UI, in general. I actually had to setup a compositor alongside i3 to make things bearable at all. Video playback in a window was laggy, sluggish, and out of sync. Wayland fixed all of this.

Wayland equivalents This section documents each tool I have picked as an alternative to the current Xorg tool I am using for the task at hand. It also touches on other alternatives and how the tool was configured. Note that this list is based on the series of tools I use in desktop. TODO: update desktop with the following when done, possibly moving old configs to a ?xorg archive.

Window manager: i3 sway This seems like kind of a no-brainer. Sway is around, it's feature-complete, and it's in Debian. I'm a bit worried about the "Drew DeVault community", to be honest. There's a certain aggressiveness in the community I don't like so much; at least an open hostility towards more modern UNIX tools like containers and systemd that make it hard to do my work while interacting with that community. I'm also concern about the lack of unit tests and user manual for Sway. The i3 window manager has been designed by a fellow (ex-)Debian developer I have a lot of respect for (Michael Stapelberg), partly because of i3 itself, but also working with him on other projects. Beyond the characters, i3 has a user guide, a code of conduct, and lots more documentation. It has a test suite. Sway has... manual pages, with the homepage just telling users to use man -k sway to find what they need. I don't think we need that kind of elitism in our communities, to put this bluntly. But let's put that aside: Sway is still a no-brainer. It's the easiest thing to migrate to, because it's mostly compatible with i3. I had to immediately fix those resources to get a minimal session going:
i3 Sway note
set_from_resources set no support for X resources, naturally
new_window pixel 1 default_border pixel 1 actually supported in i3 as well
That's it. All of the other changes I had to do (and there were actually a lot) were all Wayland-specific changes, not Sway-specific changes. For example, use brightnessctl instead of xbacklight to change the backlight levels. See a copy of my full sway/config for details. Other options include:
  • dwl: tiling, minimalist, dwm for Wayland, not in Debian
  • Hyprland: tiling, fancy animations, not in Debian
  • Qtile: tiling, extensible, in Python, not in Debian (1015267)
  • river: Zig, stackable, tagging, not in Debian (1006593)
  • velox: inspired by xmonad and dwm, not in Debian
  • vivarium: inspired by xmonad, not in Debian

Status bar: py3status waybar I have invested quite a bit of effort in setting up my status bar with py3status. It supports Sway directly, and did not actually require any change when migrating to Wayland. Unfortunately, I had trouble making nm-applet work. Based on this nm-applet.service, I found that you need to pass --indicator for it to show up at all. In theory, tray icon support was merged in 1.5, but in practice there are still several limitations, like icons not clickable. Also, on startup, nm-applet --indicator triggers this error in the Sway logs:
nov 11 22:34:12 angela sway[298938]: 00:49:42.325 [INFO] [swaybar/tray/host.c:24] Registering Status Notifier Item ':1.47/org/ayatana/NotificationItem/nm_applet'
nov 11 22:34:12 angela sway[298938]: 00:49:42.327 [ERROR] [swaybar/tray/item.c:127] :1.47/org/ayatana/NotificationItem/nm_applet IconPixmap: No such property  IconPixmap 
nov 11 22:34:12 angela sway[298938]: 00:49:42.327 [ERROR] [swaybar/tray/item.c:127] :1.47/org/ayatana/NotificationItem/nm_applet AttentionIconPixmap: No such property  AttentionIconPixmap 
nov 11 22:34:12 angela sway[298938]: 00:49:42.327 [ERROR] [swaybar/tray/item.c:127] :1.47/org/ayatana/NotificationItem/nm_applet ItemIsMenu: No such property  ItemIsMenu 
nov 11 22:36:10 angela sway[313419]: info: fcft.c:838: /usr/share/fonts/truetype/dejavu/DejaVuSans.ttf: size=24.00pt/32px, dpi=96.00
... but that seems innocuous. The tray icon displays but is not clickable. Note that there is currently (November 2022) a pull request to hook up a "Tray D-Bus Menu" which, according to Reddit might fix this, or at least be somewhat relevant. If you don't see the icon, check the bar.tray_output property in the Sway config, try: tray_output *. The non-working tray was the biggest irritant in my migration. I have used nmtui to connect to new Wifi hotspots or change connection settings, but that doesn't support actions like "turn off WiFi". I eventually fixed this by switching from py3status to waybar, which was another yak horde shaving session, but ultimately, it worked.

Web browser: Firefox Firefox has had support for Wayland for a while now, with the team enabling it by default in nightlies around January 2022. It's actually not easy to figure out the state of the port, the meta bug report is still open and it's huge: it currently (Sept 2022) depends on 76 open bugs, it was opened twelve (2010) years ago, and it's still getting daily updates (mostly linking to other tickets). Firefox 106 presumably shipped with "Better screen sharing for Windows and Linux Wayland users", but I couldn't quite figure out what those were. TL;DR: echo MOZ_ENABLE_WAYLAND=1 >> ~/.config/environment.d/firefox.conf && apt install xdg-desktop-portal-wlr

How to enable it Firefox depends on this silly variable to start correctly under Wayland (otherwise it starts inside Xwayland and looks fuzzy and fails to screen share):
MOZ_ENABLE_WAYLAND=1 firefox
To make the change permanent, many recipes recommend adding this to an environment startup script:
if [ "$XDG_SESSION_TYPE" == "wayland" ]; then
    export MOZ_ENABLE_WAYLAND=1
fi
At least that's the theory. In practice, Sway doesn't actually run any startup shell script, so that can't possibly work. Furthermore, XDG_SESSION_TYPE is not actually set when starting Sway from gdm3 which I find really confusing, and I'm not the only one. So the above trick doesn't actually work, even if the environment (XDG_SESSION_TYPE) is set correctly, because we don't have conditionals in environment.d(5). (Note that systemd.environment-generator(7) do support running arbitrary commands to generate environment, but for some some do not support user-specific configuration files... Even then it may be a solution to have a conditional MOZ_ENABLE_WAYLAND environment, but I'm not sure it would work because ordering between those two isn't clear: maybe the XDG_SESSION_TYPE wouldn't be set just yet...) At first, I made this ridiculous script to workaround those issues. Really, it seems to me Firefox should just parse the XDG_SESSION_TYPE variable here... but then I realized that Firefox works fine in Xorg when the MOZ_ENABLE_WAYLAND is set. So now I just set that variable in environment.d and It Just Works :
MOZ_ENABLE_WAYLAND=1

Screen sharing Out of the box, screen sharing doesn't work until you install xdg-desktop-portal-wlr or similar (e.g. xdg-desktop-portal-gnome on GNOME). I had to reboot for the change to take effect. Without those tools, it shows the usual permission prompt with "Use operating system settings" as the only choice, but when we accept... nothing happens. After installing the portals, it actualyl works, and works well! This was tested in Debian bookworm/testing with Firefox ESR 102 and Firefox 106. Major caveat: we can only share a full screen, we can't currently share just a window. The major upside to that is that, by default, it streams only one output which is actually what I want most of the time! See the screencast compatibility for more information on what is supposed to work. This is actually a huge improvement over the situation in Xorg, where Firefox can only share a window or all monitors, which led me to use Chromium a lot for video-conferencing. With this change, in other words, I will not need Chromium for anything anymore, whoohoo! If slurp, wofi, or bemenu are installed, one of them will be used to pick the monitor to share, which effectively acts as some minimal security measure. See xdg-desktop-portal-wlr(1) for how to configure that.

Side note: Chrome fails to share a full screen I was still using Google Chrome (or, more accurately, Debian's Chromium package) for some videoconferencing. It's mainly because Chromium was the only browser which will allow me to share only one of my two monitors, which is extremely useful. To start chrome with the Wayland backend, you need to use:
chromium  -enable-features=UseOzonePlatform -ozone-platform=wayland
If it shows an ugly gray border, check the Use system title bar and borders setting. It can do some screensharing. Sharing a window and a tab seems to work, but sharing a full screen doesn't: it's all black. Maybe not ready for prime time. And since Firefox can do what I need under Wayland now, I will not need to fight with Chromium to work under Wayland:
apt purge chromium
Note that a similar fix was necessary for Signal Desktop, see this commit. Basically you need to figure out a way to pass those same flags to signal:
--enable-features=WaylandWindowDecorations --ozone-platform-hint=auto

Email: notmuch See Emacs, below.

File manager: thunar Unchanged.

News: feed2exec, gnus See Email, above, or Emacs in Editor, below.

Editor: Emacs okay-ish Emacs is being actively ported to Wayland. According to this LWN article, the first (partial, to Cairo) port was done in 2014 and a working port (to GTK3) was completed in 2021, but wasn't merged until late 2021. That is: after Emacs 28 was released (April 2022). So we'll probably need to wait for Emacs 29 to have native Wayland support in Emacs, which, in turn, is unlikely to arrive in time for the Debian bookworm freeze. There are, however, unofficial builds for both Emacs 28 and 29 provided by spwhitton which may provide native Wayland support. I tested the snapshot packages and they do not quite work well enough. First off, they completely take over the builtin Emacs they hijack the $PATH in /etc! and certain things are simply not working in my setup. For example, this hook never gets ran on startup:
(add-hook 'after-init-hook 'server-start t) 
Still, like many X11 applications, Emacs mostly works fine under Xwayland. The clipboard works as expected, for example. Scaling is a bit of an issue: fonts look fuzzy. I have heard anecdotal evidence of hard lockups with Emacs running under Xwayland as well, but haven't experienced any problem so far. I did experience a Wayland crash with the snapshot version however. TODO: look again at Wayland in Emacs 29.

Backups: borg Mostly irrelevant, as I do not use a GUI.

Color theme: srcery, redshift gammastep I am keeping Srcery as a color theme, in general. Redshift is another story: it has no support for Wayland out of the box, but it's apparently possible to apply a hack on the TTY before starting Wayland, with:
redshift -m drm -PO 3000
This tip is from the arch wiki which also has other suggestions for Wayland-based alternatives. Both KDE and GNOME have their own "red shifters", and for wlroots-based compositors, they (currently, Sept. 2022) list the following alternatives: I configured gammastep with a simple gammastep.service file associated with the sway-session.target.

Display manager: lightdm gdm3 Switched because lightdm failed to start sway:
nov 16 16:41:43 angela sway[843121]: 00:00:00.002 [ERROR] [wlr] [libseat] [common/terminal.c:162] Could not open target tty: Permission denied
Possible alternatives:

Terminal: xterm foot One of the biggest question mark in this transition was what to do about Xterm. After writing two articles about terminal emulators as a professional journalist, decades of working on the terminal, and probably using dozens of different terminal emulators, I'm still not happy with any of them. This is such a big topic that I actually have an entire blog post specifically about this. For starters, using xterm under Xwayland works well enough, although the font scaling makes things look a bit too fuzzy. I have also tried foot: it ... just works! Fonts are much crisper than Xterm and Emacs. URLs are not clickable but the URL selector (control-shift-u) is just plain awesome (think "vimperator" for the terminal). There's cool hack to jump between prompts. Copy-paste works. True colors work. The word-wrapping is excellent: it doesn't lose one byte. Emojis are nicely sized and colored. Font resize works. There's even scroll back search (control-shift-r). Foot went from a question mark to being a reason to switch to Wayland, just for this little goodie, which says a lot about the quality of that software. The selection clicks are a not quite what I would expect though. In rxvt and others, you have the following patterns:
  • single click: reset selection, or drag to select
  • double: select word
  • triple: select quotes or line
  • quadruple: select line
I particularly find the "select quotes" bit useful. It seems like foot just supports double and triple clicks, with word and line selected. You can select a rectangle with control,. It correctly extends the selection word-wise with right click if double-click was first used. One major problem with Foot is that it's a new terminal, with its own termcap entry. Support for foot was added to ncurses in the 20210731 release, which was shipped after the current Debian stable release (Debian bullseye, which ships 6.2+20201114-2). A workaround for this problem is to install the foot-terminfo package on the remote host, which is available in Debian stable. This should eventually resolve itself, as Debian bookworm has a newer version. Note that some corrections were also shipped in the 20211113 release, but that is also shipped in Debian bookworm. That said, I am almost certain I will have to revert back to xterm under Xwayland at some point in the future. Back when I was using GNOME Terminal, it would mostly work for everything until I had to use the serial console on a (HP ProCurve) network switch, which have a fancy TUI that was basically unusable there. I fully expect such problems with foot, or any other terminal than xterm, for that matter. The foot wiki has good troubleshooting instructions as well. Update: I did find one tiny thing to improve with foot, and it's the default logging level which I found pretty verbose. After discussing it with the maintainer on IRC, I submitted this patch to tweak it, which I described like this on Mastodon:
today's reason why i will go to hell when i die (TRWIWGTHWID?): a 600-word, 63 lines commit log for a one line change: https://codeberg.org/dnkl/foot/pulls/1215
It's Friday.

Launcher: rofi rofi?? rofi does not support Wayland. There was a rather disgraceful battle in the pull request that led to the creation of a fork (lbonn/rofi), so it's unclear how that will turn out. Given how relatively trivial problem space is, there is of course a profusion of options:
Tool In Debian Notes
alfred yes general launcher/assistant tool
bemenu yes, bookworm+ inspired by dmenu
cerebro no Javascript ... uh... thing
dmenu-wl no fork of dmenu, straight port to Wayland
Fuzzel ITP 982140 dmenu/drun replacement, app icon overlay
gmenu no drun replacement, with app icons
kickoff no dmenu/run replacement, fuzzy search, "snappy", history, copy-paste, Rust
krunner yes KDE's runner
mauncher no dmenu/drun replacement, math
nwg-launchers no dmenu/drun replacement, JSON config, app icons, nwg-shell project
Onagre no rofi/alfred inspired, multiple plugins, Rust
menu no dmenu/drun rewrite
Rofi (lbonn's fork) no see above
sirula no .desktop based app launcher
Ulauncher ITP 949358 generic launcher like Onagre/rofi/alfred, might be overkill
tofi yes, bookworm+ dmenu/drun replacement, C
wmenu no fork of dmenu-wl, but mostly a rewrite
Wofi yes dmenu/drun replacement, not actively maintained
yofi no dmenu/drun replacement, Rust
The above list comes partly from https://arewewaylandyet.com/ and awesome-wayland. It is likely incomplete. I have read some good things about bemenu, fuzzel, and wofi. A particularly tricky option is that my rofi password management depends on xdotool for some operations. At first, I thought this was just going to be (thankfully?) impossible, because we actually like the idea that one app cannot send keystrokes to another. But it seems there are actually alternatives to this, like wtype or ydotool, the latter which requires root access. wl-ime-type does that through the input-method-unstable-v2 protocol (sample emoji picker, but is not packaged in Debian. As it turns out, wtype just works as expected, and fixing this was basically a two-line patch. Another alternative, not in Debian, is wofi-pass. The other problem is that I actually heavily modified rofi. I use "modis" which are not actually implemented in wofi or tofi, so I'm left with reinventing those wheels from scratch or using the rofi + wayland fork... It's really too bad that fork isn't being reintegrated... For now, I'm actually still using rofi under Xwayland. The main downside is that fonts are fuzzy, but it otherwise just works. Note that wlogout could be a partial replacement (just for the "power menu").

Image viewers: geeqie ? I'm not very happy with geeqie in the first place, and I suspect the Wayland switch will just make add impossible things on top of the things I already find irritating (Geeqie doesn't support copy-pasting images). In practice, Geeqie doesn't seem to work so well under Wayland. The fonts are fuzzy and the thumbnail preview just doesn't work anymore (filed as Debian bug 1024092). It seems it also has problems with scaling. Alternatives: See also this list and that list for other list of image viewers, not necessarily ported to Wayland. TODO: pick an alternative to geeqie, nomacs would be gorgeous if it wouldn't be basically abandoned upstream (no release since 2020), has an unpatched CVE-2020-23884 since July 2020, does bad vendoring, and is in bad shape in Debian (4 minor releases behind). So for now I'm still grumpily using Geeqie.

Media player: mpv, gmpc / sublime This is basically unchanged. mpv seems to work fine under Wayland, better than Xorg on my new laptop (as mentioned in the introduction), and that before the version which improves Wayland support significantly, by bringing native Pipewire support and DMA-BUF support. gmpc is more of a problem, mainly because it is abandoned. See 2022-08-22-gmpc-alternatives for the full discussion, one of the alternatives there will likely support Wayland. Finally, I might just switch to sublime-music instead... In any case, not many changes here, thankfully.

Screensaver: xsecurelock swaylock I was previously using xss-lock and xsecurelock as a screensaver, with xscreensaver "hacks" as a backend for xsecurelock. The basic screensaver in Sway seems to be built with swayidle and swaylock. It's interesting because it's the same "split" design as xss-lock and xsecurelock. That, unfortunately, does not include the fancy "hacks" provided by xscreensaver, and that is unlikely to be implemented upstream. Other alternatives include gtklock and waylock (zig), which do not solve that problem either. It looks like swaylock-plugin, a swaylock fork, which at least attempts to solve this problem, although not directly using the real xscreensaver hacks. swaylock-effects is another attempt at this, but it only adds more effects, it doesn't delegate the image display. Other than that, maybe it's time to just let go of those funky animations and just let swaylock do it's thing, which is display a static image or just a black screen, which is fine by me. In the end, I am just using swayidle with a configuration based on the systemd integration wiki page but with additional tweaks from this service, see the resulting swayidle.service file. Interestingly, damjan also has a service for swaylock itself, although it's not clear to me what its purpose is...

Screenshot: maim grim, pubpaste I'm a heavy user of maim (and a package uploader in Debian). It looks like the direct replacement to maim (and slop) is grim (and slurp). There's also swappy which goes on top of grim and allows preview/edit of the resulting image, nice touch (not in Debian though). See also awesome-wayland screenshots for other alternatives: there are many, including X11 tools like Flameshot that also support Wayland. One key problem here was that I have my own screenshot / pastebin software which will needed an update for Wayland as well. That, thankfully, meant actually cleaning up a lot of horrible code that involved calling xterm and xmessage for user interaction. Now, pubpaste uses GTK for prompts and looks much better. (And before anyone freaks out, I already had to use GTK for proper clipboard support, so this isn't much of a stretch...)

Screen recorder: simplescreenrecorder wf-recorder In Xorg, I have used both peek or simplescreenrecorder for screen recordings. The former will work in Wayland, but has no sound support. The latter has a fork with Wayland support but it is limited and buggy ("doesn't support recording area selection and has issues with multiple screens"). It looks like wf-recorder will just do everything correctly out of the box, including audio support (with --audio, duh). It's also packaged in Debian. One has to wonder how this works while keeping the "between app security" that Wayland promises, however... Would installing such a program make my system less secure? Many other options are available, see the awesome Wayland screencasting list.

RSI: workrave nothing? Workrave has no support for Wayland. activity watch is a time tracker alternative, but is not a RSI watcher. KDE has rsiwatcher, but that's a bit too much on the heavy side for my taste. SafeEyes looks like an alternative at first, but it has many issues under Wayland (escape doesn't work, idle doesn't work, it just doesn't work really). timekpr-next could be an alternative as well, and has support for Wayland. I am also considering just abandoning workrave, even if I stick with Xorg, because it apparently introduces significant latency in the input pipeline. And besides, I've developed a pretty unhealthy alert fatigue with Workrave. I have used the program for so long that my fingers know exactly where to click to dismiss those warnings very effectively. It makes my work just more irritating, and doesn't fix the fundamental problem I have with computers.

Other apps This is a constantly changing list, of course. There's a bit of a "death by a thousand cuts" in migrating to Wayland because you realize how many things you were using are tightly bound to X.
  • .Xresources - just say goodbye to that old resource system, it was used, in my case, only for rofi, xterm, and ... Xboard!?
  • keyboard layout switcher: built-in to Sway since 2017 (PR 1505, 1.5rc2+), requires a small configuration change, see this answer as well, looks something like this command:
     swaymsg input 0:0:X11_keyboard xkb_layout de
    
    or using this config:
     input *  
         xkb_layout "ca,us"
         xkb_options "grp:sclk_toggle"
      
    
    That works refreshingly well, even better than in Xorg, I must say. swaykbdd is an alternative that supports per-window layouts (in Debian).
  • wallpaper: currently using feh, will need a replacement, TODO: figure out something that does, like feh, a random shuffle. swaybg just loads a single image, duh. oguri might be a solution, but unmaintained, used here, not in Debian. wallutils is another option, also not in Debian. For now I just don't have a wallpaper, the background is a solid gray, which is better than Xorg's default (which is whatever crap was left around a buffer by the previous collection of programs, basically)
  • notifications: currently using dunst in some places, which works well in both Xorg and Wayland, not a blocker, salut a possible alternative (not in Debian), damjan uses mako. TODO: install dunst everywhere
  • notification area: I had trouble making nm-applet work. based on this nm-applet.service, I found that you need to pass --indicator. In theory, tray icon support was merged in 1.5, but in practice there are still several limitations, like icons not clickable. On startup, nm-applet --indicator triggers this error in the Sway logs:
     nov 11 22:34:12 angela sway[298938]: 00:49:42.325 [INFO] [swaybar/tray/host.c:24] Registering Status Notifier Item ':1.47/org/ayatana/NotificationItem/nm_applet'
     nov 11 22:34:12 angela sway[298938]: 00:49:42.327 [ERROR] [swaybar/tray/item.c:127] :1.47/org/ayatana/NotificationItem/nm_applet IconPixmap: No such property  IconPixmap 
     nov 11 22:34:12 angela sway[298938]: 00:49:42.327 [ERROR] [swaybar/tray/item.c:127] :1.47/org/ayatana/NotificationItem/nm_applet AttentionIconPixmap: No such property  AttentionIconPixmap 
     nov 11 22:34:12 angela sway[298938]: 00:49:42.327 [ERROR] [swaybar/tray/item.c:127] :1.47/org/ayatana/NotificationItem/nm_applet ItemIsMenu: No such property  ItemIsMenu 
     nov 11 22:36:10 angela sway[313419]: info: fcft.c:838: /usr/share/fonts/truetype/dejavu/DejaVuSans.ttf: size=24.00pt/32px, dpi=96.00
    
    ... but it seems innocuous. The tray icon displays but, as stated above, is not clickable. If you don't see the icon, check the bar.tray_output property in the Sway config, try: tray_output *. Note that there is currently (November 2022) a pull request to hook up a "Tray D-Bus Menu" which, according to Reddit might fix this, or at least be somewhat relevant. This was the biggest irritant in my migration. I have used nmtui to connect to new Wifi hotspots or change connection settings, but that doesn't support actions like "turn off WiFi". I eventually fixed this by switching from py3status to waybar.
  • window switcher: in i3 I was using this bespoke i3-focus script, which doesn't work under Sway, swayr an option, not in Debian. So I put together this other bespoke hack from multiple sources, which works.
  • PDF viewer: currently using atril (which supports Wayland), could also just switch to zatura/mupdf permanently, see also calibre for a discussion on document viewers
See also this list of useful addons and this other list for other app alternatives.

More X11 / Wayland equivalents For all the tools above, it's not exactly clear what options exist in Wayland, or when they do, which one should be used. But for some basic tools, it seems the options are actually quite clear. If that's the case, they should be listed here:
X11 Wayland In Debian
arandr wdisplays yes
autorandr kanshi yes
xdotool wtype yes
xev wev yes
xlsclients swaymsg -t get_tree yes
xrandr wlr-randr yes
lswt is a more direct replacement for xlsclients but is not packaged in Debian. See also: Note that arandr and autorandr are not directly part of X. arewewaylandyet.com refers to a few alternatives. We suggest wdisplays and kanshi above (see also this service file) but wallutils can also do the autorandr stuff, apparently, and nwg-displays can do the arandr part. Neither are packaged in Debian yet. So I have tried wdisplays and it Just Works, and well. The UI even looks better and more usable than arandr, so another clean win from Wayland here. TODO: test kanshi as a autorandr replacement

Other issues

systemd integration I've had trouble getting session startup to work. This is partly because I had a kind of funky system to start my session in the first place. I used to have my whole session started from .xsession like this:
#!/bin/sh
. ~/.shenv
systemctl --user import-environment
exec systemctl --user start --wait xsession.target
But obviously, the xsession.target is not started by the Sway session. It seems to just start a default.target, which is really not what we want because we want to associate the services directly with the graphical-session.target, so that they don't start when logging in over (say) SSH. damjan on #debian-systemd showed me his sway-setup which features systemd integration. It involves starting a different session in a completely new .desktop file. That work was submitted upstream but refused on the grounds that "I'd rather not give a preference to any particular init system." Another PR was abandoned because "restarting sway does not makes sense: that kills everything". The work was therefore moved to the wiki. So. Not a great situation. The upstream wiki systemd integration suggests starting the systemd target from within Sway, which has all sorts of problems:
  • you don't get Sway logs anywhere
  • control groups are all messed up
I have done a lot of work trying to figure this out, but I remember that starting systemd from Sway didn't actually work for me: my previously configured systemd units didn't correctly start, and especially not with the right $PATH and environment. So I went down that rabbit hole and managed to correctly configure Sway to be started from the systemd --user session. I have partly followed the wiki but also picked ideas from damjan's sway-setup and xdbob's sway-services. Another option is uwsm (not in Debian). This is the config I have in .config/systemd/user/: I have also configured those services, but that's somewhat optional: You will also need at least part of my sway/config, which sends the systemd notification (because, no, Sway doesn't support any sort of readiness notification, that would be too easy). And you might like to see my swayidle-config while you're there. Finally, you need to hook this up somehow to the login manager. This is typically done with a desktop file, so drop sway-session.desktop in /usr/share/wayland-sessions and sway-user-service somewhere in your $PATH (typically /usr/bin/sway-user-service). The session then looks something like this:
$ systemd-cgls   head -101
Control group /:
-.slice
 user.slice (#472)
    user.invocation_id: bc405c6341de4e93a545bde6d7abbeec
    trusted.invocation_id: bc405c6341de4e93a545bde6d7abbeec
   user-1000.slice (#10072)
      user.invocation_id: 08f40f5c4bcd4fd6adfd27bec24e4827
      trusted.invocation_id: 08f40f5c4bcd4fd6adfd27bec24e4827
     user@1000.service   (#10156)
        user.delegate: 1
        trusted.delegate: 1
        user.invocation_id: 76bed72a1ffb41dca9bfda7bb174ef6b
        trusted.invocation_id: 76bed72a1ffb41dca9bfda7bb174ef6b
       session.slice (#10282)
         xdg-document-portal.service (#12248)
           9533 /usr/libexec/xdg-document-portal
           9542 fusermount3 -o rw,nosuid,nodev,fsname=portal,auto_unmount,subt 
         xdg-desktop-portal.service (#12211)
           9529 /usr/libexec/xdg-desktop-portal
         pipewire-pulse.service (#10778)
           6002 /usr/bin/pipewire-pulse
         wireplumber.service (#10519)
           5944 /usr/bin/wireplumber
         gvfs-daemon.service (#10667)
           5960 /usr/libexec/gvfsd
         gvfs-udisks2-volume-monitor.service (#10852)
           6021 /usr/libexec/gvfs-udisks2-volume-monitor
         at-spi-dbus-bus.service (#11481)
           6210 /usr/libexec/at-spi-bus-launcher
           6216 /usr/bin/dbus-daemon --config-file=/usr/share/defaults/at-spi2 
           6450 /usr/libexec/at-spi2-registryd --use-gnome-session
         pipewire.service (#10403)
           5940 /usr/bin/pipewire
         dbus.service (#10593)
           5946 /usr/bin/dbus-daemon --session --address=systemd: --nofork --n 
       background.slice (#10324)
         tracker-miner-fs-3.service (#10741)
           6001 /usr/libexec/tracker-miner-fs-3
       app.slice (#10240)
         xdg-permission-store.service (#12285)
           9536 /usr/libexec/xdg-permission-store
         gammastep.service (#11370)
           6197 gammastep
         dunst.service (#11958)
           7460 /usr/bin/dunst
         wterminal.service (#13980)
           69100 foot --title pop-up
           69101 /bin/bash
           77660 sudo systemd-cgls
           77661 head -101
           77662 wl-copy
           77663 sudo systemd-cgls
           77664 systemd-cgls
         syncthing.service (#11995)
           7529 /usr/bin/syncthing -no-browser -no-restart -logflags=0 --verbo 
           7537 /usr/bin/syncthing -no-browser -no-restart -logflags=0 --verbo 
         dconf.service (#10704)
           5967 /usr/libexec/dconf-service
         gnome-keyring-daemon.service (#10630)
           5951 /usr/bin/gnome-keyring-daemon --foreground --components=pkcs11 
         gcr-ssh-agent.service (#10963)
           6035 /usr/libexec/gcr-ssh-agent /run/user/1000/gcr
         swayidle.service (#11444)
           6199 /usr/bin/swayidle -w
         nm-applet.service (#11407)
           6198 /usr/bin/nm-applet --indicator
         wcolortaillog.service (#11518)
           6226 foot colortaillog
           6228 /bin/sh /home/anarcat/bin/colortaillog
           6230 sudo journalctl -f
           6233 ccze -m ansi
           6235 sudo journalctl -f
           6236 journalctl -f
         afuse.service (#10889)
           6051 /usr/bin/afuse -o mount_template=sshfs -o transform_symlinks - 
         gpg-agent.service (#13547)
           51662 /usr/bin/gpg-agent --supervised
           51719 scdaemon --multi-server
         emacs.service (#10926)
            6034 /usr/bin/emacs --fg-daemon
           33203 /usr/bin/aspell -a -m -d en --encoding=utf-8
         xdg-desktop-portal-gtk.service (#12322)
           9546 /usr/libexec/xdg-desktop-portal-gtk
         xdg-desktop-portal-wlr.service (#12359)
           9555 /usr/libexec/xdg-desktop-portal-wlr
         sway.service (#11037)
           6037 /usr/bin/sway
           6181 swaybar -b bar-0
           6209 py3status
           6309 /usr/bin/i3status -c /tmp/py3status_oy4ntfnq
           6969 Xwayland :0 -rootless -terminate -core -listen 29 -listen 30 - 
       init.scope (#10198)
         5909 /lib/systemd/systemd --user
         5911 (sd-pam)
     session-7.scope (#10440)
       5895 gdm-session-worker [pam/gdm-password]
       6028 /usr/libexec/gdm-wayland-session --register-session sway-user-serv 
[...]
I think that's pretty neat.

Environment propagation At first, my terminals and rofi didn't have the right $PATH, which broke a lot of my workflow. It's hard to tell exactly how Wayland gets started or where to inject environment. This discussion suggests a few alternatives and this Debian bug report discusses this issue as well. I eventually picked environment.d(5) since I already manage my user session with systemd, and it fixes a bunch of other problems. I used to have a .shenv that I had to manually source everywhere. The only problem with that approach is that it doesn't support conditionals, but that's something that's rarely needed.

Pipewire This is a whole topic onto itself, but migrating to Wayland also involves using Pipewire if you want screen sharing to work. You can actually keep using Pulseaudio for audio, that said, but that migration is actually something I've wanted to do anyways: Pipewire's design seems much better than Pulseaudio, as it folds in JACK features which allows for pretty neat tricks. (Which I should probably show in a separate post, because this one is getting rather long.) I first tried this migration in Debian bullseye, and it didn't work very well. Ardour would fail to export tracks and I would get into weird situations where streams would just drop mid-way. A particularly funny incident is when I was in a meeting and I couldn't hear my colleagues speak anymore (but they could) and I went on blabbering on my own for a solid 5 minutes until I realized what was going on. By then, people had tried numerous ways of letting me know that something was off, including (apparently) coughing, saying "hello?", chat messages, IRC, and so on, until they just gave up and left. I suspect that was also a Pipewire bug, but it could also have been that I muted the tab by error, as I recently learned that clicking on the little tiny speaker icon on a tab mutes that tab. Since the tab itself can get pretty small when you have lots of them, it's actually quite frequently that I mistakenly mute tabs. Anyways. Point is: I already knew how to make the migration, and I had already documented how to make the change in Puppet. It's basically:
apt install pipewire pipewire-audio-client-libraries pipewire-pulse wireplumber 
Then, as a regular user:
systemctl --user daemon-reload
systemctl --user --now disable pulseaudio.service pulseaudio.socket
systemctl --user --now enable pipewire pipewire-pulse
systemctl --user mask pulseaudio
An optional (but key, IMHO) configuration you should also make is to "switch on connect", which will make your Bluetooth or USB headset automatically be the default route for audio, when connected. In ~/.config/pipewire/pipewire-pulse.conf.d/autoconnect.conf:
context.exec = [
      path = "pactl"        args = "load-module module-always-sink"  
      path = "pactl"        args = "load-module module-switch-on-connect"  
    #  path = "/usr/bin/sh"  args = "~/.config/pipewire/default.pw"  
]
See the excellent as usual Arch wiki page about Pipewire for that trick and more information about Pipewire. Note that you must not put the file in ~/.config/pipewire/pipewire.conf (or pipewire-pulse.conf, maybe) directly, as that will break your setup. If you want to add to that file, first copy the template from /usr/share/pipewire/pipewire-pulse.conf first. So far I'm happy with Pipewire in bookworm, but I've heard mixed reports from it. I have high hopes it will become the standard media server for Linux in the coming months or years, which is great because I've been (rather boldly, I admit) on the record saying I don't like PulseAudio. Rereading this now, I feel it might have been a little unfair, as "over-engineered and tries to do too many things at once" applies probably even more to Pipewire than PulseAudio (since it also handles video dispatching). That said, I think Pipewire took the right approach by implementing existing interfaces like Pulseaudio and JACK. That way we're not adding a third (or fourth?) way of doing audio in Linux; we're just making the server better.

Keypress drops Sometimes I lose keyboard presses. This correlates with the following warning from Sway:
d c 06 10:36:31 curie sway[343384]: 23:32:14.034 [ERROR] [wlr] [libinput] event5  - SONiX USB Keyboard: client bug: event processing lagging behind by 37ms, your system is too slow 
... and corresponds to an open bug report in Sway. It seems the "system is too slow" should really be "your compositor is too slow" which seems to be the case here on this older system (curie). It doesn't happen often, but it does happen, particularly when a bunch of busy processes start in parallel (in my case: a linter running inside a container and notmuch new). The proposed fix for this in Sway is to gain real time privileges and add the CAP_SYS_NICE capability to the binary. We'll see how that goes in Debian once 1.8 gets released and shipped.

Improvements over i3

Tiling improvements There's a lot of improvements Sway could bring over using plain i3. There are pretty neat auto-tilers that could replicate the configurations I used to have in Xmonad or Awesome, see:

Display latency tweaks TODO: You can tweak the display latency in wlroots compositors with the max_render_time parameter, possibly getting lower latency than X11 in the end.

Sound/brightness changes notifications TODO: Avizo can display a pop-up to give feedback on volume and brightness changes. Not in Debian. Other alternatives include SwayOSD and sway-nc, also not in Debian.

Debugging tricks The xeyes (in the x11-apps package) will run in Wayland, and can actually be used to easily see if a given window is also in Wayland. If the "eyes" follow the cursor, the app is actually running in xwayland, so not natively in Wayland. Another way to see what is using Wayland in Sway is with the command:
swaymsg -t get_tree

Other documentation

Conclusion In general, this took me a long time, but it mostly works. The tray icon situation is pretty frustrating, but there's a workaround and I have high hopes it will eventually fix itself. I'm also actually worried about the DisplayLink support because I eventually want to be using this, but hopefully that's another thing that will hopefully fix itself before I need it.

A word on the security model I'm kind of worried about all the hacks that have been added to Wayland just to make things work. Pretty much everywhere we need to, we punched a hole in the security model: Wikipedia describes the security properties of Wayland as it "isolates the input and output of every window, achieving confidentiality, integrity and availability for both." I'm not sure those are actually realized in the actual implementation, because of all those holes punched in the design, at least in Sway. For example, apparently the GNOME compositor doesn't have the virtual-keyboard protocol, but they do have (another?!) text input protocol. Wayland does offer a better basis to implement such a system, however. It feels like the Linux applications security model lacks critical decision points in the UI, like the user approving "yes, this application can share my screen now". Applications themselves might have some of those prompts, but it's not mandatory, and that is worrisome.

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