jcnetdev-restful-authentication

h1. Restful Authentication Generator

This widely-used plugin provides a foundation for securely managing user authentication:

• Login / logout
• Secure password handling
• Account activation by validating email
• Account approval / disabling by admin
• Rudimentary hooks for authorization and access control.

Several features were updated in May, 2008. The newest version of this plugin may be found in http://github.com/technoweenie/restful-authentication/tree/master While a "classic" (backward-compatible) version may be found in http://github.com/technoweenie/restful-authentication/tree/classic

!! important: if you upgrade your site, existing user account !! !! passwords will stop working unless you use --old-passwords !!

This page has notes on

• "Installation":#INSTALL
• "Compatibility Warning":#COMPATIBILITY
• "New Features":#AWESOME
• "After installing":#POST-INSTALL

See the "wiki":http://github.com/technoweenie/restful-authentication/wikis/home (or the notes/ directory) if you want to learn more about:

• "Security Design Patterns":Security-Patterns with "snazzy diagram":http://github.com/technoweenie/restful-authentication/tree/master/notes/SecurityFramework.png
• [[Authentication]] -- Lets a visitor identify herself (and lay claim to her corresponding Roles and measure of Trust)
• "Trust Metrics":Trustification -- Confidence we can rely on the outcomes of this visitor's actions.
• [[Authorization]] and Policy -- Based on trust and identity, what actions may this visitor perform?
• [[Access Control]] -- How the Authorization policy is actually enforced in your code (A: hopefully without turning it into a spaghetti of if thens)
• [[Rails Plugins]] for Authentication, Trust, Authorization and Access Control
• [[Tradeoffs]] -- for the paranoid or the curious, a rundown of tradeoffs made in the code
• [[CHANGELOG]] -- Summary of changes to internals
• [[TODO]] -- Ideas for how you can help

These best version of the release notes are in the notes/ directory in the "source code":http://github.com/technoweenie/restful-authentication/tree/master -- look there for the latest version. The wiki versions are taken (manually) from there.

---

h2. Exciting new features

h3. Stories

There are now RSpec stories that allow expressive, enjoyable tests for the authentication code. The flexible code for resource testing in stories was extended from "Ben Mabey's.":http://www.benmabey.com/2008/02/04/rspec-plain-text-stories-webrat-chunky-bacon/

h3. Modularize to match security design patterns:

• Authentication (currently: password, browser cookie token, HTTP basic)
• Trust metric (email validation)
• Authorization (stateful roles)
• Leave a flexible framework that will play nicely with other access control / policy definition / trust metric plugins

h3. Other

• Added a few helper methods for linking to user pages
• Uniform handling of logout, remember_token
• Stricter email, login field validation
• Minor security fixes -- see CHANGELOG

---

h2. Non-backwards compatible Changes

Here are a few changes in the May 2008 release that increase "Defense in Depth" but may require changes to existing accounts

• If you have an existing site, none of these changes are compelling enough to warrant migrating your userbase.
• If you are generating for a new site, all of these changes are low-impact. You should apply them.

h3. Passwords

The new password encryption (using a site key salt and stretching) will break existing user accounts' passwords. We recommend you use the --old-passwords option or write a migration tool and submit it as a patch. See the [[Tradeoffs]] note for more information.

h3. Validations

By default,

---

h2. Installation

This is a basic restful authentication generator for rails, taken from acts as authenticated. Currently it requires Rails 1.2.6 or above.

To use:

./script/generate authenticated user sessions
--include-activation
--stateful
--rspec
--skip-migration
--skip-routes
--old-passwords

• The first parameter specifies the model that gets created in signup (typically a user or account model). A model with migration is created, as well as a basic controller with the create method. You probably want to say "User" here.

• The second parameter specifies the session controller name. This is the controller that handles the actual login/logout function on the site. (probably: "Session").

• --include-activation: Generates the code for a ActionMailer and its respective Activation Code through email.

• --stateful: Builds in support for acts_as_state_machine and generates activation code. (@--stateful@ implies @--include-activation@). Based on the idea at [[http://www.vaporbase.com/postings/stateful_authentication]]. Passing @--skip-migration@ will skip the user migration, and @--skip-routes@ will skip resource generation -- both useful if you've already run this generator.

• --aasm: Works the same as stateful but uses the updated aasm gem

• --rspec: Generate RSpec tests and Stories in place of standard rails tests. This requires the "RSpec and Rspec-on-rails plugins":http://rspec.info/ (make sure you "./script/generate rspec" after installing RSpec.) The rspec and story suite are much more thorough than the rails tests, and changes are unlikely to be backported.

• --old-passwords: Use the older password scheme (see [[#COMPATIBILITY]], above)

• --skip-migration: Don't generate a migration file for this model

• --skip-routes: Don't generate a resource line in @config/routes.rb@

---

h2. After installing

The below assumes a Model named 'User' and a Controller named 'Session'; please alter to suit. There are additional security minutae in @notes/README-Tradeoffs@ -- only the paranoid or the curious need bother, though.

• Add these familiar login URLs to your @config/routes.rb@ if you like:

  map.signup '/signup', :controller => 'users', :action => 'new' @ map.login '/login', :controller => 'sessions', :action => 'new' @ map.logout '/logout', :controller => 'sessions', :action => 'destroy' @

• With @--include-activation@, also add to your @config/routes.rb@:

  map.activate '/activate/:activation_code', :controller => 'users', :action => 'activate', :activation_code => nil)

  and add an observer to @config/environment.rb@:

  config.active_record.observers = :users_observer

• With @--stateful@, add an observer to config/environment.rb:

  config.active_record.observers = :user_observer

  and modify the users resource line to read

  map.resources :users, :member => { :suspend => :put, :unsuspend => :put, :purge => :delete }

• If you use a public repository for your code (such as github, rubyforge, gitorious, etc.) make sure to NOT post your site_keys.rb (add a line like '/config/initializers/site_keys.rb' to your .gitignore or do the svn ignore dance), but make sure you DO keep it backed up somewhere safe.