songkick/oauth2-provider

= Songkick::OAuth2::Provider

{ Build Status }[http://travis-ci.org/songkick/oauth2-provider] {}[https://codeclimate.com/github/songkick/oauth2-provider]

This gem provides a toolkit for adding OAuth2 provider capabilities to a Ruby web app. It handles most of the protocol for you: it is designed to provide a sufficient level of abstraction that it can implement updates to the protocol without affecting your application code at all. All you have to deal with is authenticating your users and letting them grant access to client apps.

It is also designed to be usable within any web frontend, at least those of Rails and Sinatra. Its API uses Rack request-environment hashes rather than framework-specific request objects, though you can pass those in and their request.env property will be used internally.

It stores the clients and authorizations using ActiveRecord.

=== Installation

gem install songkick-oauth2-provider

=== A note on versioning

This library is based on draft-10[http://tools.ietf.org/html/draft-ietf-oauth-v2-10], which was current when we began writing it. Having observed the development of the OAuth 2.0 spec over time, we have decided not to upgrade to later drafts until the spec is finalized. There is not enough meaningful change going on to merit migrating to every draft version - it would simply create a lot of turbulence and make it hard to reason about exactly what semantics the library supports.

During draft state, the gem version will indicate which draft it implements using the minor version, for example 0.10.2 means the second bug-fix release for draft 10.

== Terminology

Client: A third-party software system that integrates with the provider. Twitter and Facebook call this an "app".
Client Owner: The entity which owns a client, i.e. the individual or company responsible for the client application.
Resource Owner: This will almost certainly be a User. It's the entity which has the data that the client is asking permission to see.
Authorization: When a resource owner grants access to a client (i.e., a user grants access to a company's app), an authorization is created. This can typically be revoked by the user at any time (which is the strength and flexibility of the OAuth architecture).
Access Token: An opaque string representing an authorization. A client is given an access token when a resource owner grants it access to resources. The access token must be included in all requests for protected resources.

== Usage

A basic example is in example/application.rb. To implement OAuth, you need to provide four things:

Some UI to register client applications
The OAuth request endpoint
A flow for logged-in users to grant access to clients
Resources protected by access tokens

=== Declare your app's name

Declare your app's name somewhere (for example in Rails, in application.rb or an initializer):

require 'songkick/oauth2/provider' Songkick::OAuth2::Provider.realm = 'My OAuth app'

=== HTTPS

Your application should ensure that any endpoint that receives or returns OAuth data is only accessible over a secure transport such as the https: protocol. Songkick::OAuth2::Provider can enforce this to make it easier to keep your users' data secure.

You can set Songkick::OAuth2::Provider.enforce_ssl = true in the same place that you declared your app name above. This will result in the following behavior:

The Songkick::OAuth2::Provider.parse method will produce error responses and will not process the incoming request unless the request was made using the https: protocol.
An access token constructed using Songkick::OAuth2::Provider.access_token will return false for #valid? unless the request was made using the https: protocol.
Any access token received over an insecure connection is immediately destroyed to prevent eavesdroppers getting access to the user's resources. A client making an insecure request will have to send the user through the authorization process again to get a new token.

=== Schema

Add the Songkick::OAuth2::Provider tables to your app's schema. This is done using Songkick::OAuth2::Model::Schema.migrate, which will run all the gem's migrations that have not yet been applied to your database.

Songkick::OAuth2::Model::Schema.migrate I, [2012-10-31T14:52:33.801428 #7002] INFO -- : Migrating to SongkickOauth2SchemaOriginalSchema (20120828112156) == SongkickOauth2SchemaOriginalSchema: migrating ============================= -- create_table(:oauth2_clients) -> 0.0029s -- add_index(:oauth2_clients, [:client_id]) -> 0.0009s ...

To rollback migrations, use Songkick::OAuth2::Model::Schema.rollback.

=== Model Mixins

There are two mixins you need to put in your code, Songkick::OAuth2::Model::ClientOwner for whichever model will own the "apps", and Songkick::OAuth2::Model::ResourceOwner for whichever model is the innocent, unassuming entity who will selectively share their data. It's possible that this is the same model, such as User:

class User < ActiveRecord::Base include Songkick::OAuth2::Model::ResourceOwner include Songkick::OAuth2::Model::ClientOwner has_many :interesting_pieces_of_data end

Or they might go into two different models:

class User < ActiveRecord::Base include Songkick::OAuth2::Model::ResourceOwner has_many :interesting_pieces_of_data end

class Company < ActiveRecord::Base include Songkick::OAuth2::Model::ClientOwner belongs_to :user end

To see the methods and associations that these two mixins add to your models, take a look at lib/oauth2/model/client_owner.rb and lib/oauth2/model/resource_owner.rb.

=== Registering client applications

Clients are modeled by the Songkick::OAuth2::Model::Client class, which is an ActiveRecord model. You just need to implement a UI for creating them, for example in a Sinatra app:

get '/oauth/apps/new' do @client = Songkick::OAuth2::Model::Client.new erb :new_client end

post '/oauth/apps' do @client = Songkick::OAuth2::Model::Client.new(params) @client.save ? erb(:show_client) : erb(:new_client) end

Client applications must have a name and a redirect_uri: provide fields for editing these but do not allow the other fields to be edited, since they are the client's access credentials. When you've created the client, you should show its details to the user registering the client: its name, redirect_uri, client_id and client_secret (the last two are generated for you). client_secret is not stored in plain text so you can only read it when you initially create the client object.

=== OAuth request endpoint

This is a path that your application exposes in order for clients to communicate with your application. It is also the page that the client will send users to so they can authenticate and grant access. Many requests to this endpoint will be protocol-level requests that do not involve the user, and Songkick::OAuth2::Provider gives you a generic way to handle all that.

You should use this to get the right response, status code and headers to send to the client. In the event that Songkick::OAuth2::Provider does not provide a response, you should render a page that lets the user begin to authenticate and grant access. This can happen in two cases:

The client makes a valid Authorization request. In this case you should display a login flow to the user so they can authenticate and grant access to the client.
The client makes an invalid Authorization request and the provider cannot redirect back to the client. In this case you should display an error page to the user, possibly including the value of tt>@oauth2.error_description</tt.

This endpoint must be accessible via GET and POST. In this example we will expose the OAuth service through the path /oauth/authorize. We check if there is a logged-in resource owner and give this to OAuth::Provider, since we may be able to immediately redirect if the user has already authorized the client:

[:get, :post].each do |method| send method, '/oauth/authorize' do @owner = User.find_by_id(session[:user_id]) @oauth2 = Songkick::OAuth2::Provider.parse(@owner, env)

  if @oauth2.redirect?
    redirect @oauth2.redirect_uri, @oauth2.response_status
  end

  headers @oauth2.response_headers
  status  @oauth2.response_status

  if body = @oauth2.response_body
    body
  elsif @oauth2.valid?
    erb :login
  else
    erb :error
  end
end

end

There is a set of parameters that you will need to hold on to for when your app needs to redirect back to the client. You could store them in the session, or pass them through forms as the user completes the flow. For example to embed them in the login form, do this:

<% @oauth2.params.each do |key, value| %>

<% end %>

You may also want to use scopes to provide granular access to your domain using scopes. The tt>@oauth2</tt object exposes the scopes the client has asked for so you can display them to the user:

The application <%= @oauth2.client.name %> wants the following permissions:

<%= PERMISSION_UI_STRINGS[scope] %>

You can also use the method tt>@oauth2.unauthorized_scopes</tt to get the list of scopes the user has not already granted to the client, in the case where the client already has some authorization. If no prior authorization exists between the user and the client, tt>@oauth2.unauthorized_scopes</tt just returns all the scopes the client has asked for.

=== Granting access to clients

Once the user has authenticated you should show them a page to let them grant or deny access to the client application. This is straightforward; let's say the user checks a box before posting a form to indicate their intent:

post '/oauth/allow' do @user = User.find_by_id(session[:user_id]) @auth = Songkick::OAuth2::Provider::Authorization.new(@user, params)

if params['allow'] == '1'
  @auth.grant_access!
else
  @auth.deny_access!
end
redirect @auth.redirect_uri, @auth.response_status

end

After granting or denying access, we just redirect back to the client using a URI that Songkick::OAuth2::Provider will provide for you.

=== Using password credentials

If you like, OAuth lets you use a user's login credentials to authenticate with a provider. In this case the client application must request these credentials directly from the user and then post them to the exchange endpoint. On the provider side you can handle this using the handle_passwords and grant_access! API methods, for example:

Songkick::OAuth2::Provider.handle_passwords do |client, username, password, scopes| user = User.find_by_username(username) if user.authenticate?(password) user.grant_access!(client, :scopes => scopes, :duration => 1.day) else nil end end

The block receives the Client making the request, the username, password and a Set of the requested scopes. It must return user.grant_access!(client) if you want to allow access, otherwise it should return nil.

=== Using assertions

Assertions provide a way to access your OAuth services using user credentials from another service. When using assertions, the user will not authenticate on your web site; the OAuth client will authenticate the user using some other framework and obtain a token, then exchange this token for an access token on your domain.

For example, a client application may let a user authenticate using Facebook, so the application obtains a Facebook access token from the user. The client would then pass this token to your OAuth endpoint and exchange it for an access token from your site. You will typically create an account in your database to represent this, then have that new account grant access to the client.

To use assertions, you must tell Songkick::OAuth2::Provider how to handle assertions based on their type. An assertion type must be a valid URI. For the Facebook example we'd do the following. The block yields the Client object making the exchange request, the value of the assertion, which in this example will be a Facebook access token, and a Set of requested scopes.

Songkick::OAuth2::Provider.handle_assertions 'https://graph.facebook.com/me' do |client, assertion, scopes| facebook = URI.parse('https://graph.facebook.com/me?access_token=' + assertion) response = Net::HTTP.get_response(facebook)

user_data = JSON.parse(response.body)
account   = User.from_facebook_data(user_data)

account.grant_access!(client, :scopes => scopes)

end

This code should run when your app boots, not during a request handler - think of it as configuration for Songkick::OAuth2::Provider. The framework will invoke it when a client attempts to use assertions with your OAuth endpoint.

The final call in your handler should be to grant_access!; this returns an Authorization object that the framework then uses to complete the response to the client. If you want to deny the request for whatever reason, the block must return nil. If a client tries to use an assertion type you have no handler for, the client will get an error response.

=== Protecting resources with access tokens

To protect the user's resources you need to check for access tokens. This is simple, for example a call to get a user's notes:

get '/user/:username/notes' do user = User.find_by_username(params[:username]) token = Songkick::OAuth2::Provider.access_token(user, ['read_notes'], env)

headers token.response_headers
status  token.response_status

if token.valid?
  JSON.unparse('notes' => user.notes)
else
  JSON.unparse('error' => 'No notes for you!')
end

end

Songkick::OAuth2::Provider.access_token() takes a ResourceOwner, a list of scopes required to access the resource, and a request environment object. If the token was not granted for the required scopes, has expired or is simply invalid, headers and a status code are set to indicate this to the client. token.valid? is the call you should use to determine whether to serve the request or not.

It is also common to provide a dynamic resource for getting some basic data about a user by supplying their access token. This can be done by passing :implicit as the resource owner:

get '/me' do token = Songkick::OAuth2::Provider.access_token(:implicit, [], env) if token.valid? JSON.unparse('username' => token.owner.username) else JSON.unparse('error' => 'Keep out!') end end

token.owner returns the ResourceOwner that issued the token. A token represents the fact that a single owner gave a single client a set of permissions.

== License

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

songkick / oauth2-provider

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