RockOAuth Oauth 2 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.
It is forked from songkick-oauth2-provider. With much appreciation for their excellent work.
Installation
gem install rockoauth
Supported versions
This gem is tested on:
- Ruby
- 1.9.3
- 2.0.0
- 2.1.0
- Active Record
- 4.0
- 4.1
A note on versioning
This library is based on draft-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 'rockoauth/provider'
RockOAuth::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. RockOAuth::Provider
can enforce this to make it easier
to keep your users' data secure.
You can set RockOAuth::Provider.enforce_ssl = true
in the same
place that you declared your app name above. This will result in the following
behavior:
- The
RockOAuth::Provider.parse
method will produce error responses and will not process the incoming request unless the request was made using thehttps:
protocol. - An access token constructed using
RockOAuth::Provider.access_token
will returnfalse
for#valid?
unless the request was made using thehttps:
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 RockOAuth::Provider
tables to your app's schema. This is
done using RockOAuth::Model::Schema.migrate
, which will run all
the gem's migrations that have not yet been applied to your database.
RockOAuth::Model::Schema.migrate
I, [2012-10-31T14:52:33.801428 #7002] INFO -- : Migrating to RockoauthSchemaOriginalSchema (20120828112156)
== Rockoauth2SchemaOriginalSchema: migrating =============================
-- create_table(:oauth2_clients)
-> 0.0029s
-- add_index(:oauth2_clients, [:client_id])
-> 0.0009s
...
To rollback migrations, use RockOAuth::Model::Schema.rollback
.
Model Mixins
There are two mixins you need to put in your code,
RockOAuth::Model::ClientOwner
for whichever model will own the
"apps", and RockOAuth::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 RockOAuth::Model::ResourceOwner
include RockOAuth::Model::ClientOwner
has_many :interesting_pieces_of_data
end
Or they might go into two different models:
class User < ActiveRecord::Base
include RockOAuth::Model::ResourceOwner
has_many :interesting_pieces_of_data
end
class Company < ActiveRecord::Base
include RockOAuth::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/rockoauth/model/client_owner.rb' and 'lib/rockoauth/model/resource_owner.rb'.
Registering client applications
Clients are modeled by the RockOAuth::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 = RockOAuth::Model::Client.new
erb :new_client
end
post '/oauth/apps' do
@client = RockOAuth::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
RockOAuth::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 RockOAuth::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
@oauth2.error_description
.
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 = RockOAuth::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| %>
<input type="hidden" name="<%= key %>" value="<%= value %>">
<% end %>
You may also want to use scopes to provide granular access to your domain using
scopes. The @oauth2
object exposes the scopes the client has
asked for so you can display them to the user:
<p>The application <%= @oauth2.client.name %> wants the following permissions:</p>
<ul>
<% @oauth2.scopes.each do |scope| %>
<li><%= PERMISSION_UI_STRINGS[scope] %></li>
<% end %>
</ul>
You can also use the method @oauth2.unauthorized_scopes
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, @oauth2.unauthorized_scopes
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 = RockOAuth::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 RockOAuth::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:
RockOAuth::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 RockOAuth::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.
RockOAuth::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 RockOAuth::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 = RockOAuth::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
RockOAuth::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 = RockOAuth::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
Copyright (c) 2014 Rocketmade.com
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.
Copyright (c) 2010-2012 Songkick.com
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.