[![Active Model OTP](https://github.com/heapsource/active_model_otp/actions/workflows/active_model_otp.yml/badge.svg?branch=main)](https://github.com/heapsource/active_model_otp/actions/workflows/active_model_otp.yml) [![Gem Version](https://badge.fury.io/rb/active_model_otp.svg)](http://badge.fury.io/rb/active_model_otp) [![Reviewed by Hound](https://img.shields.io/badge/Reviewed_by-Hound-8E64B0.svg)](https://houndci.com) # ActiveModel::Otp **ActiveModel::Otp** makes adding **Two Factor Authentication** (TFA) to a model simple. Let's see what's required to get AMo::Otp working in our Application, using Rails 5.0 (AMo::Otp is also compatible with Rails 4.x versions). We're going to use a User model and try to add options provided by **ActiveModel::Otp**. Inspired by AM::SecurePassword ## Dependencies * [ROTP](https://github.com/mdp/rotp) 6.2.0 or higher * Ruby 2.3 or greater ## Installation Add this line to your application's Gemfile: gem 'active_model_otp' And then execute: $ bundle Or install it yourself as follows: $ gem install active_model_otp ## Setting your Model We're going to add a field to our ``User`` Model, so each user can have an otp secret key. The next step is to run the migration generator in order to add the secret key field. ```ruby rails g migration AddOtpSecretKeyToUsers otp_secret_key:string => invoke active_record create db/migrate/20130707010931_add_otp_secret_key_to_users.rb ``` We’ll then need to run rake db:migrate to update the users table in the database. The next step is to update the model code. We need to use has_one_time_password to make it use TFA. ```ruby class User < ApplicationRecord has_one_time_password end ``` Note: If you're adding this to an existing user model you'll need to generate *otp_secret_key* with a migration like: ```ruby User.find_each { |user| user.update_attribute(:otp_secret_key, User.otp_random_secret) } ``` To use a custom column to store the secret key field you can use the column_name option. It is also possible to generate codes with a specified length. ```ruby class User < ApplicationRecord has_one_time_password column_name: :my_otp_secret_column, length: 4 end ``` ## Usage The has_one_time_password statement provides to the model some useful methods in order to implement our TFA system. AMo:Otp generates one time passwords according to [TOTP RFC 6238](https://tools.ietf.org/html/rfc6238) and the [HOTP RFC 4226](https://www.ietf.org/rfc/rfc4226). This is compatible with Google Authenticator apps available for Android and iPhone, and now in use on GMail. The otp_secret_key is saved automatically when an object is created, ```ruby user = User.create(email: "hello@heapsource.com") user.otp_secret_key => "jt3gdd2qm6su5iqh" ``` **Note:** You can fork the applications for [iPhone](https://github.com/heapsource/google-authenticator) & [Android](https://github.com/heapsource/google-authenticator.android) and customize them ### Getting current code (e.g. to send via SMS) ```ruby user.otp_code # => '186522' sleep 30 user.otp_code # => '850738' # Override current time user.otp_code(time: Time.now + 3600) # => '317438' ``` ### Authenticating using a code ```ruby user.authenticate_otp('186522') # => true sleep 30 # let's wait 30 secs user.authenticate_otp('186522') # => false ``` ### Authenticating using a slightly old code ```ruby user.authenticate_otp('186522') # => true sleep 30 # lets wait again user.authenticate_otp('186522', drift: 60) # => true ``` ## Counter based OTP An additonal counter field is required in our ``User`` Model ```ruby rails g migration AddCounterForOtpToUsers otp_counter:integer => invoke active_record create db/migrate/20130707010931_add_counter_for_otp_to_users.rb ``` Set default value for otp_counter to 0. ```ruby change_column :users, :otp_counter, :integer, default: 0 ``` In addition set the counter flag option to true ```ruby class User < ApplicationRecord has_one_time_password counter_based: true end ``` And for a custom counter column ```ruby class User < ApplicationRecord has_one_time_password counter_based: true, counter_column_name: :my_otp_secret_counter_column end ``` Authentication is done the same. You can manually adjust the counter for your usage or set auto_increment on success to true. ```ruby user.authenticate_otp('186522') # => true user.authenticate_otp('186522', auto_increment: true) # => true user.authenticate_otp('186522') # => false user.otp_counter -= 1 user.authenticate_otp('186522') # => true ``` When retrieving an ```otp_code``` you can also pass the ```auto_increment``` option. ```ruby user.otp_code # => '186522' user.otp_code # => '186522' user.otp_code(auto_increment: true) # => '768273' user.otp_code(auto_increment: true) # => '002811' user.otp_code # => '002811' ``` ## Backup codes We're going to add a field to our ``User`` Model, so each user can have an otp backup codes. The next step is to run the migration generator in order to add the backup codes field. ```ruby rails g migration AddOtpBackupCodesToUsers otp_backup_codes:text => invoke active_record create db/migrate/20210126030834_add_otp_backup_codes_to_users.rb ``` You can change backup codes column name by option `backup_codes_column_name`: ```ruby class User < ApplicationRecord has_one_time_password backup_codes_column_name: 'secret_codes' end ``` Then use array type in schema or serialize attribute in model as Array (depending on used db type). Or even consider to use some libs like (lockbox)[https://github.com/ankane/lockbox] with type array. After that user can use one of automatically generated backup codes for authentication using same method `authenticate_otp`. By default it generates 12 backup codes. You can change it by option `backup_codes_count`: ```ruby class User < ApplicationRecord has_one_time_password backup_codes_count: 6 end ``` By default each backup code can be reused an infinite number of times. You can change it with option `one_time_backup_codes`: ```ruby class User < ApplicationRecord has_one_time_password one_time_backup_codes: true end ``` ```ruby user.authenticate_otp('186522') # => true user.authenticate_otp('186522') # => false ``` ## Google Authenticator Compatible The library works with the Google Authenticator iPhone and Android app, and also includes the ability to generate provisioning URI's to use with the QR Code scanner built into the app. ```ruby # Use your user's email address to generate the provisioning_url user.provisioning_uri # => 'otpauth://totp/hello@heapsource.com?secret=2z6hxkdwi3uvrnpn' # Use a custom field to generate the provisioning_url user.provisioning_uri("hello") # => 'otpauth://totp/hello?secret=2z6hxkdwi3uvrnpn' # You can customize the generated url, by passing a hash of Options # `:issuer` lets you set the Issuer name in Google Authenticator, so it doesn't show as a blank entry. user.provisioning_uri(nil, issuer: 'MYAPP') #=> 'otpauth://totp/hello@heapsource.com?secret=2z6hxkdwi3uvrnpn&issuer=MYAPP' ``` This can then be rendered as a QR Code which can be scanned and added to the users list of OTP credentials. ### Setting up a customer interval If you define a custom interval for TOTP codes, just as `has_one_time_password interval: 10` (for example), remember to include the interval also in `provisioning_uri` method. If not defined, the default value is 30 seconds (according to ROTP gem: https://github.com/mdp/rotp/blob/master/lib/rotp/totp.rb#L9) ```ruby class User < ApplicationRecord has_one_time_password interval: 10 # the interval value is in seconds end user = User.new user.provisioning_uri("hello", interval: 10) # => 'otpauth://totp/hello?secret=2z6hxkdwi3uvrnpn&period=10' # This code snippet generates OTP codes that expires every 10 seconds. ``` **Note**: Only some authenticator apps are compatible with custom `period` of tokens, for more details check these links: - https://labanskoller.se/blog/2019/07/11/many-common-mobile-authenticator-apps-accept-qr-codes-for-modes-they-dont-support - https://www.ibm.com/docs/en/sva/9.0.7?topic=authentication-configuring-totp-one-time-password-mechanism So, be careful and aware when using custom intervals/periods for your TOTP codes beyond the default 30 seconds :) ### Working example Scan the following barcode with your phone, using Google Authenticator ![QRCODE](http://qrfree.kaywa.com/?l=1&s=8&d=otpauth%3A%2F%2Ftotp%2Froberto%40heapsource.com%3Fsecret%3D2z6hxkdwi3uvrnpn) Now run the following and compare the output ```ruby require "active_model_otp" class User extend ActiveModel::Callbacks include ActiveModel::Validations include ActiveModel::OneTimePassword define_model_callbacks :create attr_accessor :otp_secret_key, :email has_one_time_password end user = User.new user.email = 'roberto@heapsource.com' user.otp_secret_key = "2z6hxkdwi3uvrnpn" puts "Current code #{user.otp_code}" ``` **Note:** otp_secret_key must be generated using RFC 3548 base32 key strings (for compatilibity with google authenticator) ### Useful Examples - [Drifting Ruby Tutorial](https://www.driftingruby.com/episodes/two-factor-authentication) - [Generate QR code with rqrcode gem](https://github.com/heapsource/active_model_otp/wiki/Generate-QR-code-with-rqrcode-gem) - Generating QR Code with Google Charts API - [Sending code via SMS with Twilio](https://github.com/heapsource/active_model_otp/wiki/Send-code-via-Twilio-SMS) - [Using with Mongoid](https://github.com/heapsource/active_model_otp/wiki/Using-with-Mongoid) ## Contributing 1. Fork it 2. Create your feature branch (`git checkout -b my-new-feature`) 3. Commit your changes (`git commit -am 'Add some feature'`) 4. Push to the branch (`git push origin my-new-feature`) 5. Create new Pull Request