= Rack::OAuth2::Server

OAuth 2.0 Authorization Server as a Rack module. Because you don't allow
strangers into your app, and OAuth 2.0 is the new awesome.

http://tools.ietf.org/html/draft-ietf-oauth-v2-10


== Step 1: Setup Your Database

The authorization server needs to keep track of clients, authorization
requests, access grants and access tokens. That could only mean one thing: a
database.

The current release uses MongoDB[http://www.mongodb.org/]. You're going to need
a running server and open connection in the form of a +Mongo::DB+ object.
Because MongoDB is schema-less, there's no need to run migrations.

If MongoDB is not your flavor, you can easily change the models to support a
different database engine. All the persistence logic is located in
+lib/rack/oauth2/models+ and kept simple by design. And if you did the work to
support a different database engine, send us a pull request.


== Step 2: Use The Server

For Rails 2.3.x, Rack::OAuth2::Server automatically adds itself as middleware
when required, but you do need to configure it from within
+config/environment.rb+ (or one of the specific environment files). For
example:

  Rails::Initializer.run do |config|
    . . .
    config.after_initialize do
      config.oauth.database = Mongo::Connection.new["my_db"]
      config.oauth.scopes = %w{read write}
      config.oauth.authenticator = lambda do |username, password|
        user = User.find(username)
        user if user && user.authenticated?(password)
      end
    end
  end

For Sinatra and Padrino, first require +rack/oauth2/sinatra+ and register
Rack::OAuth2::Sinatra into your application. For example:

  require "rack/oauth2/sinatra"

  class MyApp < Sinatra::Base
    register Rack::OAuth2::Sinatra

    oauth.database = Mongo::Connection.new["my_db"]
    oauth.scopes = %w{read write}
    oauth.authenticator = lambda do |username, password|
      user = User.find(username)
      user if user && user.authenticated?(password)
    end

    . . .
  end

With any other Rack server, you can +use Rack::OAuth2::Server+ and pass your
own {Rack::OAuth2::Server::Options} object.

The configuration options are:

- +:access_token_path+ -- Path for requesting access token. By convention
  defaults to +/oauth/access_token+.
- +:authenticator+ -- For username/password authorization. A block that
  receives the credentials and returns identity string (e.g. user ID) or nil.
- +:authorization_types+ -- Array of supported authorization types. Defaults to
  ["code", "token"], and you can change it to just one of these names.
- +:authorize_path+ --  Path for requesting end-user authorization. By
  convention defaults to +/oauth/authorize+.
- +:database+ -- +Mongo::DB+ instance.
- +:host+ -- Only check requests sent to this host.
- +:path+ -- Only check requests for resources under this path.
- +:param_authentication+ -- If true, supports authentication using query/form
  parameters.
- +:realm+ -- Authorization realm that will show up in 401 responses. Defaults
  to use the request host name.
- +:scopes+ -- Array listing all supported scopes, e.g. ["read", "write"].
- +:logger+ -- The logger to use. Under Rails, defaults to use the Rails
  logger.  Will use +Rack::Logger+ if available.

If you only intend to use the UI authorization flow, you don't need to worry
about the authenticator. If you want to allow clients applications to create
access tokens by passing the end-user's username/password, then you need an
authenticator. This feature is necessary for some client applications, and
quite handy during development/testing.


== Step 3: Let Users Authorize

Authorization requests go to +/oauth/authorize+. Rack::OAuth2::Server
intercepts these requests and validates the client ID, secret, redirect URI,
authorization type and scope. If the request fails validation, the user is
redirected back to the client application with a suitable error code.

If the request passes validation, Rack::OAuth2::Server sets the request header
+oauth.authorization+ to the authorization handle, and passes control to your
application. Your application will ask the user to grant or deny the
authorization request.

Once granted, your application signals the grant by setting the response header
+oauth.authorization+ to the authorization handle it got before, and setting
the response header +oauth.identity+ to the authorized identity. This is
typicaly the user ID or account ID, but can be anything you want, as long as
it's a string. Rack::OAuth2::Server intercepts this response and redirects the
user back to the client application with an authorization code or access token.

To signal that the user denied the authorization requests your application sets
the response header oauth.authorization as before, and returns the status code
403 (Forbidden). Rack::OAuth2::Server will then redirect the user back to the
client application with a suitable error code.

In Rails, the entire flow would look something like this:

  class OauthController < ApplicationController
    def authorize
      if current_user
        render :action=>"authorize"
      else
        redirect_to :action=>"login", :authorization=>oauth.authorization
      end
    end

    def grant
      head oauth.grant!(current_user.id)
    end

    def deny
      head oauth.deny!
    end
  end

Rails actions must render something. The oauth method returns a helper object
({Rack::OAuth2::Server::Helper}) that cannot render anything, but can set the right
response headers and return a status code, which we then pass on to the +head+
method.

In Sinatra/Padrino, it would look something like this:

  get "/oauth/authorize" do
    if current_user
      render "oauth/authorize"
    else
      redirect "/oauth/login?authorization=#{oauth.authorization}"
    end
  end

  post "/oauth/grant" do
    oauth.grant! "Superman"
  end

  post "/oauth/deny" do
    oauth.deny!
  end

The view would look something like this:

  <h2>The application <% link_to h(oauth.client.display_name), oauth.client.link %>
    is requesting to <%= oauth.scope.to_sentence %> your account.</h2>
  <form action="/oauth/grant">
    <button>Grant</button>
    <input type="hidden" name="authorization" value="<%= oauth.authorization %>">
  </form>
  <form action="/oauth/deny">
    <button>Deny</button>
    <input type="hidden" name="authorization" value="<%= oauth.authorization %>">
  </form>


== Step 4: Protect Your Path

Rack::OAuth2::Server intercepts all incoming requests and looks for an
Authorization header that uses OAuth authentication scheme, like so:

  Authorization: OAuth e57807eb99f8c29f60a27a75a80fec6e

It can also support the +oauth_token+ query parameter or form field, if you set
+param_authentication+ to true. This option is off by default to prevent
conflict with OAuth 1.0 callback.

If Rack::OAuth2::Server finder a valid access token in the request, it sets the
request header +oauth.identity+ to the value you supplied during authorization
(step 3). You can use +oauth.identity+ to resolve the access token back to
user, account or whatever you put there.

If the access token is invalid or revoked, it returns 401 (Unauthorized) to the
client. However, if there's no access token, the request goes through. You
might want to protect some URLs but not others, or allow authenticated and
unauthenticated access, the former returning more data or having higher rate
limit, etc.

It is up to you to reject requests that must be authenticated but are not. You
can always just return status code 401, but it's better to include a proper
+WWW-Authenticate+ header, which you can do by setting the response header
+oauth.no_access+ to true, or using +oauth_required+ to setup a filter.

You may also want to reject requests that don't have the proper scope. You can
return status code 403, but again it's better to include a proper
+WWW-Authenticate+ header with the required scope. You can do that by setting
the response header +oauth.no_scope+ to the scope name, or using
+oauth_required+ with the scope option.

In Rails, it would look something like this:

  class MyController < ApplicationController

    before_filter :set_current_user
    oauth_required :only=>:private
    oauth_required :only=>:calc, :scope=>"math"

    # Authenticated/un-authenticated get different responses.
    def public
      if oauth.authenticated?
        render :action=>"more-details"
      else
        render :action=>"less-details"
      end
    end

    # Must authenticate to retrieve this.
    def private
      render
    end

    # Must authenticate with scope math to do this.
    def calc
      render :text=>"2+2=4"
    end

  protected

    def set_current_user
      @current_user = User.find(oauth.identity) if oauth.authenticated?
    end
    
  end

In Sinatra/Padrino, it would look something like this:

  before do
    @current_user = User.find(oauth.identity) if oauth.authenticated?
  end

  oauth_required "/private"
  oauth_required "/calc", :scope=>"math"

  # Authenticated/un-authenticated get different responses.
  get "/public" do
    if oauth.authenticated?
      render "more-details"
    else
      render "less-details"
    end
  end

  # Must authenticate to retrieve this.
  get "/private" do
    render "secrets"
  end

  # Must authenticate with scope math to do this.
  get "/calc" do
    render "2 + 2 = 4"
  end


== Step 5: Register Some Clients

Before a client application can request access, there must be a client record
in the database. Registration provides the client application with a client
ID and secret. The client uses these to authenticate itself.

The client provides its display name, site URL and image URL. These should be
shown to the end-user to let them know which client application they're
granting access to.

Clients can also register a redirect URL. This is optional but highly
recommended for better security, preventing other applications from hijackin
the client's ID/secret.

You can register clients using the command line tool +oauth2-server+:

  $ oauth2-server register --db my_db

Or you can register clients using the Web-based OAuth console, see below.

Programatically, registering a new client is as simple as:

  $ ./script/console
  Loading development environment (Rails 2.3.8)
  > uber_client = Rack::OAuth2::Server::Client.create(:display_name=>"UberClient",
     :link=>"http://uberclient.dot/",
     :image_url=>"http://farm5.static.flickr.com/4122/4890273282_58f7c345f4.jpg",
     :redirect_uri=>"http://uberclient.dot/oauth/callback")
  > puts "Your client identifier: #{client.id}"
  > puts "Your client secret: #{client.secret}"


== Step 6: Pimp Your API

I'll let you figure that one for yourself.


== Using With Curl

The premise of OAuth 2.0 is that you can use it straight from the command line.
Let's start by creating an access token. Aside from the UI authorization flow,
OAuth 2.0 allows you to authenticate with username/password. You'll need to
register an authenticator, see step 2 above for details.

Now make a request using the client credentials and your account
username/password, e.g.:

  $ curl -i http://localhost:3000/oauth/access_token \
    -F grant_type=password \
    -F client_id=4dca20453e4859cb000007 \
    -F client_secret=981fa734e110496fcf667cbf52fbaf03 \
    -F "scope=read write" \
    -F username=assaf@labnotes.org \
    -F password=not.telling

This will spit out a JSON document, something like this:

  {"scope":"import discover contacts lists",
    "access_token":"e57807eb99f8c29f60a27a75a80fec6e"}

Grab the +access_token+ value and use it. The access token is good until you
delete it from the database. Making a request using the access token:

  $ curl -i http://localhost:3000/api/read -H "Authorization: OAuth e57807eb99f8c29f60a27a75a80fec6e"

Although not recommended, you can also pass the token as a query parameter, or
when making POST request, as a form field:

  $ curl -i http://localhost:3000/api/read?oauth_token=e57807eb99f8c29f60a27a75a80fec6e
  $ curl -i http://localhost:3000/api/update -F name=Superman -F oauth_token=e57807eb99f8c29f60a27a75a80fec6e

You'll need to set the option +param_authentication+ to true. Watch out, since
this query parameter could conflict with OAuth 1.0 authorization responses that
also use +oauth_token+ for a different purpose.

Here's a neat trick. You can create a +.curlrc+ file and load it using the +-K+ option:

  $ cat .curlrc
  header = "Authorization: OAuth e57807eb99f8c29f60a27a75a80fec6e"
  $ curl -i http://localhost:3000/api/read -K .curlrc

If you create +.curlrc+ in your home directory, +curl+ will automatically load it.
Convenient, but dangerous, you might end up sending the access token to any
server you +curl+. Useful for development, testing, just don't use it with any
production access tokens.


== OAuth Web Console

We haz it, and it's pretty rad:

http://github.com/downloads/flowtown/rack-oauth2-server/OAuth%20Console%20-%20All%20Clients.png

To get the console running, you'll need to do the following. First, you'll need
to register a new client application that can access the OAuth console, with a
redirect_uri that points to where you plan the Web console to live. This URL
must end with "/admin", for example, "http://example.com/oauth/admin".

The easiest way to do this is to run the +oauth2-sever+ command line tool:

  $ oauth2-server setup --db my_db

Next, in your application, make sure to ONLY AUTHORIZE ADMINISTRATORS to access
the console, by granting them access to the +oauth-admin+ scope. For example:

  def authorize
    # Only admins allowed to authorize the scope oauth-admin
    head oauth.deny! if oauth.scope.include?("oauth-admin") && !current_user.admin?
  end

Make sure you do that, or you'll allow anyone access to the OAuth Web console.

Next, mount the OAuth Web console as part of your application, and feed it the
client ID/secret. For example, for Rails add this to +config/environment.rb+:

  Rails::Initializer.run do |config|
    . . .
    config.after_initialize do
      config.middleware.use Rack::OAuth2::Admin.mount
      Rack::OAuth2::Admin.set :client_id, "4dca20453e4859cb000007"
      Rack::OAuth2::Admin.set :client_secret, "981fa734e110496fcf667cbf52fbaf03"
    end
  end

For Sinatra, Padrino and other Rack-based applications, you'll want to mount
like so (e.g. in +config.ru+):

  Rack::Builder.new do
    map("/oauth/admin") { run Rack::OAuth2::Admin }
    map("/") { run MyApp }
  end
  Rack::OAuth2::Admin.set :client_id, "4dca20453e4859cb000007"
  Rack::OAuth2::Admin.set :client_secret, "981fa734e110496fcf667cbf52fbaf03"

Next, open your browser to http://example.com/oauth/admin, or wherever you
mounted the console.

Another option, +template_url+ allows you to link access token identities to
URLs in your application, using the substitution variable "{id}". For example:

  Rack::OAuth2::Admin.set :template_url, "https://example.com/accounts/{id}"

The OAuth Web console is a single-page client application that operates by
accessing the OAuth API. The API is mounted at /oauth/admin/api (basically /api
relative to the console), you can access it yourself if you have an access
token with the scope +oauth-admin+.

To get the access token, the console first redirects you to the path
+/oauth/authorize+, which it expects to be the OAuth 2.0 authorization
endpoint. If you need to use a different endpoint, simply set the :authorize
option to that URL.


== Mandatory ASCII Diagram

This is briefly what the authorization flow looks like, how the workload is
split between Rack::OAuth2::Server and your application, and the protocol the
two use to control the authorization flow:

                             Rack::OAuth2::Server
                -----------------------    -----------------------
  Client app    | /oauth/authorize    |    | Set request.env     |
  redirect   -> |                     | -> |                     | ->
                | authenticate client |    | oauth.authorization |
                -----------------------    -----------------------

                                    Your code 
     --------------------     ----------------------    -----------------------
     | Authenticate user |    | Ask user to grant/ |    | Set response        |
  -> |                   | -> | deny client access | -> |                     | ->
     |                   |    | to their account   |    | oauth.authorization |
     |                   |    |                    |    | oauth.identity      |
     --------------------     ----------------------    -----------------------

      Rack::OAuth2::Server
     -----------------------    
     | Create access grant |    
  -> | or access token for | -> Redirect back
     | oauth.identity      |    to client app
     -----------------------


== Understanding the Models

=== Client

The {Rack::OAuth2::Server::Client} model represents the credentials of a client
application. There are two pairs: the client identifier and secret, which the
client uses to identify itself to the authorization server, and the display
name and URL, which the client uses to identify itself to the end user.

The client application is not tied to a single Client record. Specifically, if
the client credentials are compromised, you'll want to revoke it and create a
new Client with new pair of identifier/secret. You can leave the revoked
instance around.

Calling +revoke!+ on the client revokes access using these credential pair, and
also revokes any outstanding authorization requests, access grants and access
tokens created using these credentials.

You may also want to register a redirect URI. If registered, the client is only
able to request authorization that redirect back to that redirect URI.

=== Authorization Request

The authorization process may involve multiple requests, and the application
must maintain the authorization request details from beginning to end.

To keep the application simple, all the necessary information for a single
authorization request is stored in the {Rack::OAuth2::Server::AuthRequest}
model. The application only needs to keep track of the authorization request
identifier.

Granting an authorization request (by calling +grant!+) creates an access grant or
access token, depending on the requested response type, and associates it with
the identity.

=== Access Grant

An access grant ({Rack::OAuth2::Server::AccessGrant}) is a nonce use to
generate access token. This model keeps track of the nonce (the "authorization
code") and all the data it needs to create an access token.

=== Access Token

An access token allows the client to access the resource with the given scope
on behalf of a given identity. It keeps track of the account identifier
(supplied by the application), client identifier and scope (both supplied by
the client).

An {Rack::OAuth2::Server::AccessToken} is created by copying values from an
+AuthRequest+ or +AccessGrant+, and remains in effect until revoked. (OAuth 2.0
access tokens can also expire, but we don't support expiration at the moment)


== Credits

Rack::OAuth2::Server was written to provide authorization/authentication for
the new Flowtown API[http://developer.flowtown.com]. Thanks to
Flowtown[http://flowtown.com] for making it happen and allowing it to be open
sourced. 

Rack::OAuth2::Server is available under the MIT license.