Migrate Authy to Twilio Verify API (for SMS and TOTP 2FA)
This gem is meant to be a drop-in replacement for devise-authy in a Rails app (minus the following features)
- Currently only support mobile phones with US country codes
- Removed Onetouch support
- Removed ability to request a phone call
Just follow the steps below to migrate:
- Swap out
devise-authy
in your Gemfile withdevise-twilio-verify
- `gem 'devise-twilio-verify'
- Setup a Twilio Verify account
- Add env vars and/or Rails credentials for:
TWILIO_AUTH_TOKEN
TWILIO_ACCOUNT_SID
TWILIO_VERIFY_SERVICE_SID
- Create/run a migration to rename and add the following columns
class MigrateAuthyToTwilioVerify < ActiveRecord::Migration[6.1] def change rename_column :users, :authy_sms, :twilio_verify_sms rename_column :users, :authy_enabled, :twilio_verify_enabled rename_column :users, :last_sign_in_with_authy, :last_sign_in_with_twilio_verify add_column :users, :twilio_totp_factor_sid, :string end end
- you can also delete the
users.authy_id
column if you choose - Twilio Verify service sms will be sent to
users.mobile_phone
, so make sure you store the users 2fa phone number in this column, can make this field name dynamic in the future - Do a project code wide search & replace of these terms
-
devise-authy
->devise-twilio-verify
-
authy_
->twilio_verify_
-
_authy
->_twilio_verify
-
authy-
->twilio-verify-
-
-authy
->-twilio-verify
-
Authy
->TwilioVerify
-
- Do a project file search & replace of any file with authy in the name (here's a few examples to replace)
- app/javascript/src/deviseTwilioVerify.js
- app/assets/stylesheets/devise_twilio_verify.scss
- config/locales/devise.twilio_verify.en.yml
This is a Devise extension to add Two-Factor Authentication with Twilio Verify to your Rails application.
Please visit the Twilio Docs for more information: Twilio Verify API
-
Pre-requisites
-
Demo
-
Getting started
- Configuring Models
- With the generator
- Manually
- Final steps
- Configuring Models
-
Custom Views
-
Custom Redirect Paths (eg. using modules)
-
I18n
-
Session variables
-
Generic authenticator token support
-
Rails 5 CSRF protection
-
Running Tests
-
Copyright
Pre-requisites
To use the Twilio Verify API you will need a Twilio Account, sign up for a free Twilio account here.
Create an Twilio Verify Application in the Twilio console and take note of the API key.
Getting started
First get your Twilio Verify API key from the Twilio console. We recommend you store your API key as an environment variable.
$ export TWILIO_AUTH_TOKEN=YOUR_TWILIO_AUTH_TOKEN
$ export TWILIO_ACCOUNT_SID=YOUR_TWILIO_ACCOUNT_SID
$ export TWILIO_VERIFY_SERVICE_SID=YOUR_TWILIO_VERIFY_SERVICE_SID
Next add the gem to your Gemfile:
gem 'devise'
gem 'devise-twilio-verify'
And then run bundle install
Add Devise Twilio Verify
to your App:
rails g devise_twilio_verify:install
--haml: Generate the views in Haml
--sass: Generate the stylesheets in Sass
Configuring Models
You can add devise_twilio_verify to your user model in two ways.
With the generator
Run the following command:
rails g devise_twilio_verify [MODEL_NAME]
To support account locking (recommended), you must add :twilio_verify_lockable
to the devise :twilio_verify_authenticatable, ...
configuration in your model as this is not yet supported by the generator.
Manually
Add :twilio_verify_authenticatable
and :twilio_verify_lockable
to the devise
options in your Devise user model:
devise :twilio_verify_authenticatable, :twilio_verify_lockable, :database_authenticatable, :lockable
(Note, :twilio_verify_lockable
is optional but recommended. It should be used with Devise's own :lockable
module).
Also add a new migration. For example, if you are adding to the User
model, use this migration:
class DeviseTwilioVerifyAddToUsers < ActiveRecord::Migration[6.0]
def self.up
change_table :users do |t|
t.string :authy_id
t.datetime :last_sign_in_with_twilio_verify
t.boolean :twilio_verify_enabled, :default => false
end
add_index :users, :authy_id
end
def self.down
change_table :users do |t|
t.remove :authy_id, :last_sign_in_with_twilio_verify, :twilio_verify_enabled
end
end
end
Final steps
For either method above, run the migrations:
rake db:migrate
[Optional] Update the default routes to point to something like:
devise_for :users, :path_names => {
:verify_twilio_verify => "/verify-token",
:enable_twilio_verify => "/enable-two-factor",
:verify_twilio_verify_installation => "/verify-installation"
}
Now whenever a user wants to enable two-factor authentication they can go to:
http://your-app/users/enable-two-factor
And when the user logs in they will be redirected to:
http://your-app/users/verify-token
Custom Views
If you want to customise your views, you can modify the files that are located at:
app/views/devise/devise_twilio_verify/enable_twilio_verify.html.erb
app/views/devise/devise_twilio_verify/verify_twilio_verify.html.erb
app/views/devise/devise_twilio_verify/verify_twilio_verify_installation.html.erb
Custom Redirect Paths (eg. using modules)
If you want to customise the redirects you can override them within your own controller like this:
class MyCustomModule::DeviseTwilioVerifyController < Devise::DeviseTwilioVerifyController
protected
def after_twilio_verify_enabled_path_for(resource)
my_own_path
end
def after_twilio_verify_verified_path_for(resource)
my_own_path
end
def after_twilio_verify_disabled_path_for(resource)
my_own_path
end
def invalid_resource_path
my_own_path
end
end
And tell the router to use this controller
devise_for :users, controllers: {devise_twilio_verify: 'my_custom_module/devise_twilio_verify'}
I18n
The install generator also copies a Devise Twilio Verify
i18n file which you can find at:
config/locales/devise.twilio_verify.en.yml
Session variables
If you want to know if the user is signed in using Two-Factor authentication, you can use the following session variable:
session["#{resource_name}_twilio_verify_token_checked"]
# Eg.
session["user_twilio_verify_token_checked"]
Generic authenticator token support
Twilio Verify supports other authenticator apps by providing a QR code that your users can scan.
To use this feature, you need to enable it in your Twilio Console
Once you have enabled generic authenticator tokens, you can enable this in devise-twilio-verify by modifying the Devise config file config/initializers/devise.rb
and adding the configuration:
config.twilio_verify_enable_qr_code = true
This will display a QR code on the verification screen (you still need to take a user's phone number and country code). If you have implemented your own views, the QR code URL is available on the verification page as @twilio_verify_qr_code
.
Rails 5 CSRF protection
In Rails 5 protect_from_forgery
is no longer prepended to the before_action
chain. If you call authenticate_user
before protect_from_forgery
your request will result in a "Can't verify CSRF token authenticity" error.
To remedy this, add prepend: true
to your protect_from_forgery
call, like in this example from the Twilio Verify Devise demo app:
class ApplicationController < ActionController::Base
protect_from_forgery with: :exception, prepend: true
end
Running Tests
Run the following command:
$ bundle exec rspec
Copyright
See LICENSE.txt for further details.