debian-mirror-gitlab/doorkeeper/README.md

Doorkeeper - awesome OAuth 2 provider for your Rails app.

Doorkeeper is a gem that makes it easy to introduce OAuth 2 provider functionality to your Rails or Grape application.

Supported features:

• The OAuth 2.0 Authorization Framework
  • Authorization Code Flow
  • Access Token Scopes
  • Refresh token
  • Implicit grant
  • Resource Owner Password Credentials
  • Client Credentials
• OAuth 2.0 Token Revocation
• OAuth 2.0 Token Introspection

Documentation valid for master branch

Please check the documentation for the version of doorkeeper you are using in: https://github.com/doorkeeper-gem/doorkeeper/releases

• See the wiki
• For general questions, please post in Stack Overflow
• See SECURITY.md for this project's security disclose policy

Table of Contents

• Installation
• Configuration
  • ORM
    • Active Record
    • MongoDB
    • Sequel
    • Couchbase
  • Routes
  • Authenticating
  • Internationalization (I18n)
• Protecting resources with OAuth (a.k.a your API endpoint)
  • Ruby on Rails controllers
  • Grape endpoints
  • Route Constraints and other integrations
  • Access Token Scopes
  • Custom Access Token Generator
  • Authenticated resource owner
  • Applications list
• Other customizations
• Testing
• Upgrading
• Development
• Contributing
• Other resources
  • Wiki
  • Screencast
  • Client applications
  • Contributors
  • IETF Standards
  • License

Installation

Put this in your Gemfile:

gem 'doorkeeper'

Run the installation generator with:

rails generate doorkeeper:install

This will install the doorkeeper initializer into config/initializers/doorkeeper.rb.

Configuration

ORM

Active Record

By default doorkeeper is configured to use Active Record, so to start you have to generate the migration tables (supports Rails >= 5 migrations versioning):

rails generate doorkeeper:migration

You may want to add foreign keys to your migration. For example, if you plan on using User as the resource owner, add the following line to the migration file for each table that includes a resource_owner_id column:

add_foreign_key :table_name, :users, column: :resource_owner_id

Then run migrations:

rake db:migrate

Remember to add associations to your model so the related records are deleted. If you don't do this an ActiveRecord::InvalidForeignKey-error will be raised when you try to destroy a model with related access grants or access tokens.

class User < ApplicationRecord
  has_many :access_grants, class_name: "Doorkeeper::AccessGrant",
                           foreign_key: :resource_owner_id,
                           dependent: :delete_all # or :destroy if you need callbacks

  has_many :access_tokens, class_name: "Doorkeeper::AccessToken",
                           foreign_key: :resource_owner_id,
                           dependent: :delete_all # or :destroy if you need callbacks
end

MongoDB

See doorkeeper-mongodb project for Mongoid and MongoMapper support. Follow along the implementation in that repository to extend doorkeeper with other ORMs.

Sequel

If you are using Sequel gem then you can add doorkeeper-sequel extension to your project. Follow configuration instructions for setting up the necessary Doorkeeper ORM.

Couchbase

Use doorkeeper-couchbase extension if you are using Couchbase database.

Routes

The installation script will also automatically add the Doorkeeper routes into your app, like this:

Rails.application.routes.draw do
  use_doorkeeper
  # your routes
end

This will mount following routes:

GET       /oauth/authorize/native?code
GET       /oauth/authorize
POST      /oauth/authorize
DELETE    /oauth/authorize
POST      /oauth/token
POST      /oauth/revoke
POST      /oauth/introspect
resources /oauth/applications
GET       /oauth/authorized_applications
DELETE    /oauth/authorized_applications/:id
GET       /oauth/token/info

For more information on how to customize routes, check out this page on the wiki.

Authenticating

You need to configure Doorkeeper in order to provide resource_owner model and authentication block in config/initializers/doorkeeper.rb:

Doorkeeper.configure do
  resource_owner_authenticator do
    User.find_by(id: session[:current_user_id]) || redirect_to(login_url)
  end
end

This code is run in the context of your application so you have access to your models, session or routes helpers. However, since this code is not run in the context of your application's ApplicationController it doesn't have access to the methods defined over there.

You may want to check other ways of authentication here.

Internationalization (I18n)

See language files in the I18n repository.

Protecting resources with OAuth (a.k.a your API endpoint)

Ruby on Rails controllers

To protect your controllers (usual one or ActionController::API) with OAuth, you just need to setup before_actions specifying the actions you want to protect. For example:

class Api::V1::ProductsController < Api::V1::ApiController
  before_action :doorkeeper_authorize! # Require access token for all actions

  # your actions
end

You can pass any option before_action accepts, such as if, only, except, and others.

Grape endpoints

Starting from version 2.2 Doorkeeper provides helpers for the Grape framework >= 0.10. One of them is doorkeeper_authorize! that can be used in a similar way as an example above to protect your API with OAuth. Note that you have to use require 'doorkeeper/grape/helpers' and helpers Doorkeeper::Grape::Helpers in your Grape API class.

For more information about integration with Grape see the Wiki.

require 'doorkeeper/grape/helpers'

module API
  module V1
    class Users < Grape::API
      helpers Doorkeeper::Grape::Helpers

      before do
        doorkeeper_authorize!
      end

      # route_setting :scopes, ['user:email'] - for old versions of Grape
      get :emails, scopes: [:user, :write] do
        [{'email' => current_user.email}]
      end

      # ...
    end
  end
end

Route Constraints and other integrations

You can leverage the Doorkeeper.authenticate facade to easily extract a Doorkeeper::OAuth::Token based on the current request. You can then ensure that token is still good, find its associated #resource_owner_id, etc.

module Constraint
  class Authenticated

    def matches?(request)
      token = Doorkeeper.authenticate(request)
      token && token.accessible?
    end
  end
end

For more information about integration and other integrations, check out the related wiki page.

Access Token Scopes

You can also require the access token to have specific scopes in certain actions:

First configure the scopes in initializers/doorkeeper.rb

Doorkeeper.configure do
  default_scopes :public # if no scope was requested, this will be the default
  optional_scopes :admin, :write
end

And in your controllers:

class Api::V1::ProductsController < Api::V1::ApiController
  before_action -> { doorkeeper_authorize! :public }, only: :index
  before_action only: [:create, :update, :destroy] do
    doorkeeper_authorize! :admin, :write
  end
end

Please note that there is a logical OR between multiple required scopes. In the above example, doorkeeper_authorize! :admin, :write means that the access token is required to have either :admin scope or :write scope, but does not need have both of them.

If you want to require the access token to have multiple scopes at the same time, use multiple doorkeeper_authorize!, for example:

class Api::V1::ProductsController < Api::V1::ApiController
  before_action -> { doorkeeper_authorize! :public }, only: :index
  before_action only: [:create, :update, :destroy] do
    doorkeeper_authorize! :admin
    doorkeeper_authorize! :write
  end
end

In the above example, a client can call :create action only if its access token has both :admin and :write scopes.

Custom Access Token Generator

By default a 128 bit access token will be generated. If you require a custom token, such as JWT, specify an object that responds to .generate(options = {}) and returns a string to be used as the token.

Doorkeeper.configure do
  access_token_generator "Doorkeeper::JWT"
end

JWT token support is available with Doorkeeper-JWT.

Custom Base Controller

By default Doorkeeper's main controller Doorkeeper::ApplicationController inherits from ActionController::Base. You may want to use your own controller to inherit from, to keep Doorkeeper controllers in the same context than the rest your app:

Doorkeeper.configure do
  base_controller 'ApplicationController'
end

Authenticated resource owner

If you want to return data based on the current resource owner, in other words, the access token owner, you may want to define a method in your controller that returns the resource owner instance:

class Api::V1::CredentialsController < Api::V1::ApiController
  before_action :doorkeeper_authorize!
  respond_to    :json

  # GET /me.json
  def me
    respond_with current_resource_owner
  end

  private

  # Find the user that owns the access token
  def current_resource_owner
    User.find(doorkeeper_token.resource_owner_id) if doorkeeper_token
  end
end

In this example, we're returning the credentials (me.json) of the access token owner.

Applications list

By default, the applications list (/oauth/applications) is publicly available. To protect the endpoint you should uncomment these lines:

# config/initializers/doorkeeper.rb
Doorkeeper.configure do
  admin_authenticator do |routes|
    Admin.find_by(id: session[:admin_id]) || redirect_to(routes.new_admin_session_url)
  end
end

The logic is the same as the resource_owner_authenticator block. Note: since the application list is just a scaffold, it's recommended to either customize the controller used by the list or skip the controller all together. For more information see the page in the wiki.

Other customizations

• Associate users to OAuth applications (ownership)
• CORS - Cross Origin Resource Sharing
• see more on Wiki page

Testing

You can use Doorkeeper models in your application test suite. Note that starting from Doorkeeper 4.3.0 it uses ActiveSupport lazy loading hooks to load models. There are known issue with the factory_bot_rails gem (it executes factories building before ActiveRecord::Base is initialized using hooks in gem railtie, so you can catch a uninitialized constant error). It is recommended to use pure factory_bot gem to solve this problem.

Upgrading

If you want to upgrade doorkeeper to a new version, check out the upgrading notes and take a look at the changelog.

Doorkeeper follows semantic versioning.

Development

To run the local engine server:

bundle install
bundle exec rails server

By default, it uses the latest Rails version with ActiveRecord. To run the tests with a specific ORM and Rails version:

rails=4.2.0 orm=active_record bundle exec rake

Contributing

Want to contribute and don't know where to start? Check out features we're missing, create example apps, integrate the gem with your app and let us know!

Also, check out our contributing guidelines page.

Other resources

Wiki

You can find everything about Doorkeeper in our wiki here.

Screencast

Check out this screencast from railscasts.com: #353 OAuth with Doorkeeper

Client applications

After you set up the provider, you may want to create a client application to test the integration. Check out these client examples in our wiki or follow this tutorial here.

Contributors

Thanks to all our awesome contributors!

IETF Standards

• The OAuth 2.0 Authorization Framework
• OAuth 2.0 Threat Model and Security Considerations
• OAuth 2.0 Token Revocation

License

MIT License. Copyright 2011 Applicake.