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authboss/docs/use-cases.md
2020-09-18 11:10:28 -04:00

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Use Cases

Get Current User

CurrentUser can be retrieved by calling Authboss.CurrentUser but a pre-requisite is that Authboss.LoadClientState has been called first to load the client state into the request context. This is typically achieved by using the Authboss.LoadClientStateMiddleware, but can be done manually as well.

Reset Password

Updating a user's password is non-trivial for several reasons:

  1. The bcrypt algorithm must have the correct cost, and also be being used.
  2. The user's remember me tokens should all be deleted so that previously authenticated sessions are invalid
  3. Optionally the user should be logged out (not taken care of by UpdatePassword)

In order to do this, we can use the Authboss.UpdatePassword method. This ensures the above facets are taken care of which the exception of the logging out part.

If it's also desirable to have the user logged out, please use the following methods to erase all known sessions and cookies from the user.

Note: DelKnownSession has been deprecated for security reasons

User Auth via Password

Info and Requirements
Module auth
Pages login
Routes /login
Emails None
Middlewares LoadClientStateMiddleware
ClientStorage Session and Cookie
ServerStorer ServerStorer
User AuthableUser
Values UserValuer
Mailer None

To enable this side-effect import the auth module, and ensure that the requirements above are met. It's very likely that you'd also want to enable the logout module in addition to this.

Direct a user to GET /login to have them enter their credentials and log in.

User Auth via OAuth1

Info and Requirements
Module oauth1
Pages None
Routes /oauth1/{provider}, /oauth1/callback/{provider}
Emails None
Middlewares LoadClientStateMiddleware
ClientStorage Session
ServerStorer OAuth1ServerStorer
User OAuth1User
Values None
Mailer None

This is a tougher implementation than most modules because there's a lot going on. In addition to the requirements stated above, you must also configure the oauth1.Providers. It's a public variable in the module.

import oauth1 "github.com/stephenafamo/authboss-oauth1"

oauth1.Providers = map[string]oauth1.Provider{}

The providers require an oauth1 configuration that's typical for the Go oauth1 package, but in addition to that they need a FindUserDetails method which has to take the token that's retrieved from the oauth1 provider, and call an endpoint that retrieves details about the user (at LEAST user's uid). These parameters are returned in map[string]string form and passed into the oauth1.ServerStorer.

Please see the following documentation for more details:

User Auth via OAuth2

Info and Requirements
Module oauth2
Pages None
Routes /oauth2/{provider}, /oauth2/callback/{provider}
Emails None
Middlewares LoadClientStateMiddleware
ClientStorage Session
ServerStorer OAuth2ServerStorer
User OAuth2User
Values None
Mailer None

This is a tougher implementation than most modules because there's a lot going on. In addition to the requirements stated above, you must also configure the OAuth2Providers in the config struct.

The providers require an oauth2 configuration that's typical for the Go oauth2 package, but in addition to that they need a FindUserDetails method which has to take the token that's retrieved from the oauth2 provider, and call an endpoint that retrieves details about the user (at LEAST user's uid). These parameters are returned in map[string]string form and passed into the OAuth2ServerStorer.

Please see the following documentation for more details:

User Registration

Info and Requirements
Module register
Pages register
Routes /register
Emails None
Middlewares LoadClientStateMiddleware
ClientStorage Session
ServerStorer CreatingServerStorer
User AuthableUser, optionally ArbitraryUser
Values UserValuer, optionally also ArbitraryValuer
Mailer None

Users can self-register for a service using this module. You may optionally want them to confirm themselves, which can be done using the confirm module.

The complicated part in implementing registrations are around the RegisterPreserveFields. This is to help in the case where a user fills out many fields, and then say enters a password which doesn't meet minimum requirements and it fails during validation. These preserve fields should stop the user from having to type in all that data again (it's a whitelist). This must be used in conjuction with ArbitraryValuer and although it's not a hard requirement ArbitraryUser should be used otherwise the arbitrary values cannot be stored in the database.

When the register module sees arbitrary data from an ArbitraryValuer, it sets the data key authboss.DataPreserve with a map[string]string in the data for when registration fails. This means the (whitelisted) values entered by the user previously will be accessible in the templates by using .preserve.field_name. Preserve may be empty or nil so use {{with ...}} to make sure you don't have template errors.

There is additional Godoc documentation on the RegisterPreserveFields config option as well as the ArbitraryUser and ArbitraryValuer interfaces themselves.

Confirming Registrations

Info and Requirements
Module confirm
Pages confirm
Routes /confirm
Emails confirm_html, confirm_txt
Middlewares LoadClientStateMiddleware, confirm.Middleware
ClientStorage Session
ServerStorer ConfirmingServerStorer
User ConfirmableUser
Values ConfirmValuer
Mailer Required

Confirming registrations via e-mail can be done with this module (whether or not done via the register module).

A hook on register kicks off the start of a confirmation which sends an e-mail with a token for the user. When the user re-visits the page, the BodyReader must read the token and return a type that returns the token.

Confirmations carry two values in the database to prevent a timing attack. The selector and the verifier, always make sure in the ConfirmingServerStorer you're searching by the selector and not the verifier.

Password Recovery

Info and Requirements
Module recover
Pages recover_start, recover_middle (not used for renders, only values), recover_end
Routes /recover, /recover/end
Emails recover_html, recover_txt
Middlewares LoadClientStateMiddleware
ClientStorage Session
ServerStorer RecoveringServerStorer
User RecoverableUser
Values RecoverStartValuer, RecoverMiddleValuer, RecoverEndValuer
Mailer Required

The flow for password recovery is that the user is initially shown a page that wants their PID to be entered. The RecoverStartValuer retrieves that on POST to /recover.

An e-mail is sent out, and the user clicks the link inside it and is taken back to /recover/end as a GET, at this point the RecoverMiddleValuer grabs the token and will insert it into the data to be rendered.

They enter their password into the form, and POST to /recover/end which sends the token and the new password which is retrieved by RecoverEndValuer which sets their password and saves them.

Password recovery has two values in the database to prevent a timing attack. The selector and the verifier, always make sure in the RecoveringServerStorer you're searching by the selector and not the verifier.

Remember Me

Info and Requirements
Module remember
Pages None
Routes None
Emails None
Middlewares LoadClientStateMiddleware,
Middlewares LoadClientStateMiddleware, remember.Middleware
ClientStorage Session, Cookies
ServerStorer RememberingServerStorer
User User
Values RememberValuer (not a Validator)
Mailer None

Remember uses cookie storage to log in users without a session via the remember.Middleware. Because of this this middleware should be used high up in the stack, but it also needs to be after the LoadClientStateMiddleware so that client state is available via the authboss mechanisms.

There is an intricacy to the RememberingServerStorer, it doesn't use the User struct at all, instead it simply instructs the storer to save tokens to a pid and recall them just the same. Typically in most databases this will require a separate table, though you could implement using pg arrays or something as well.

A user who is logged in via Remember tokens is also considered "half-authed" which is a session key (authboss.SessionHalfAuthKey) that you can query to check to see if a user should have full rights to more sensitive data, if they are half-authed and they want to change their user details for example you may want to force them to go to the login screen and put in their password to get a full auth first. The authboss.Middleware has a boolean flag to forceFullAuth which prevents half-authed users from using that route.

Locking Users

Info and Requirements
Module lock
Pages None
Routes None
Emails None
Middlewares LoadClientStateMiddleware, lock.Middleware
ClientStorage Session
ServerStorer ServerStorer
User LockableUser
Values None
Mailer None

Lock ensures that a user's account becomes locked if authentication (both auth, oauth2, otp) are failed enough times.

The middleware protects resources from locked users, without it, there is no point to this module. You should put in front of any resource that requires a login to function.

Expiring User Sessions

Info and Requirements
Module expire
Pages None
Routes None
Emails None
Middlewares LoadClientStateMiddleware, expire.Middleware
ClientStorage Session
ServerStorer None
User User
Values None
Mailer None

Note: Unlike most modules in Authboss you must call expire.Setup() to enable this module. See the sample to see how to do this. This may be changed in the future.

Expire simply uses sessions to track when the last action of a user is, if that action is longer than configured then the session is deleted and the user removed from the request context.

This middleware should be inserted at a high level (closer to the request) in the middleware chain to ensure that "activity" is logged properly, as well as any middlewares down the chain do not attempt to do anything with the user before it's removed from the request context.

One Time Passwords

Info and Requirements
Module otp
Pages otp, otpadd, otpclear
Routes /otp/login, /otp/add, /otp/clear
Emails None
Middlewares LoadClientStateMiddleware
ClientStorage Session and Cookie
ServerStorer ServerStorer
User otp.User
Values UserValuer
Mailer None

One time passwords can be useful if users require a backup password in case they lose theirs, or they're logging in on an untrusted computer. This module allows users to add one time passwords, clear them, or log in with them.

Logging in with a one time password instead of a password is identical to having logged in normally with their typical password with the exception that the one time passwords are consumed immediately upon use and cannot be used again.

otp should not be confused with two factor authentication. Although 2fa also uses one-time passwords the otp module has nothing to do with it and is strictly a mechanism for logging in with an alternative to a user's regular password.

Two Factor Authentication

2FA in Authboss is implemented in a few separate modules: twofactor, totp2fa and sms2fa.

You should use two factor authentication in your application if you want additional security beyond that of just simple passwords. Each 2fa module supports a different mechanism for verifying a second factor of authentication from a user.

Two-Factor Recovery

Info and Requirements
Module twofactor
Pages recovery2fa
Routes /2fa/recovery/regen
Emails None
Middlewares LoadClientStateMiddleware
ClientStorage Session
ServerStorer ServerStorer
User twofactor.User
Values None
Mailer None

Note: Unlike most modules in Authboss you must construct a twofactor.Recovery and call .Setup() on it to enable this module. See the sample to see how to do this. This may be changed in the future.

Package twofactor is all about the common functionality of providing backup codes for two factor mechanisms. Instead of each module implementing backup codes on it's own, common functionality has been put here including a route to regenerate backup codes.

Backup codes are useful in case people lose access to their second factor for authentication. This happens when users lose their phones for example. When this occurs, they can use one of their backup-codes.

Backup codes are one-time use, they are bcrypted for security, and they only allow bypassing the 2fa authentication part, they cannot be used in lieu of a user's password, for that sort of recovery see the otp module.

Two-Factor Setup E-mail Authorization

Info and Requirements
Module twofactor
Pages twofactor_verify
Routes /2fa/recovery/regen
Emails twofactor_verify_email_html, twofactor_verify_email_txt
Middlewares LoadClientStateMiddleware
ClientStorage Session
ServerStorer ServerStorer
User twofactor.User
Values twofactor.EmailVerifyTokenValuer
Mailer Required

To enable this feature simply turn on authboss.Config.Modules.TwoFactorEmailAuthRequired and new routes and middlewares will be installed when you set up one of the 2fa modules.

When enabled, the routes for setting up 2fa on an account are protected by a middleware that will redirect to /2fa/{totp,sms}/email/verify where Page twofactor_verify is displayed. The user is prompted to authorize the addition of 2fa to their account. The data for this page contains email and a url for the POST. The url is required because this page is shared between all 2fa types.

Once they POST to the url, a token is stored in their session and an e-mail is sent with that token. When they click the link that goes to /2fa/{totp,sms}/email/verify/end with a token in the query string the session token is verified and exchanged for a value that says they're verified and lastly it redirects them to the setup URL for the type of 2fa they were attempting to setup.

Time-Based One Time Passwords 2FA (totp)

Info and Requirements
Module totp2fa
Pages totp2fa_{setup,confirm,remove,validate}, totp2fa_{confirm,remove}_success
Routes /2fa/totp/{setup,confirm,qr,remove,validate}
Emails None
Middlewares LoadClientStateMiddleware
ClientStorage Session (SECURE!)
ServerStorer ServerStorer
User totp2fa.User
Values TOTPCodeValuer
Mailer None

Note: Unlike most modules in Authboss you must construct a totp2fa.TOTP and call .Setup() on it to enable this module. See the sample to see how to do this This may be changed in the future.

Note: To allow users to regenerate their backup codes, you must also use the twofactor module.

Note: Routes are protected by authboss.Middleware so only logged in users can access them. You can configure whether unauthenticated users should be redirected to log in or are 404'd using the authboss.Config.Modules.RoutesRedirectOnUnathed configuration flag.

Adding 2fa to a user

When a logged in user would like to add 2fa to their account direct them GET /2fa/totp/setup, the GET on this page does virtually nothing so you don't have to use it, just POST immediately to have a smoother flow for the user. This puts the 2fa secret in their session temporarily meaning you must have proper secure sessions for this to be secure.

They will be redirected to GET /2fa/totp/confirm where the data will show totp2fa.DataTOTPSecret, this is the key that user's should enter into their Google Authenticator or similar app. Once they've added it they need to send a POST /2fa/totp/confirm with a correct code which removes the 2fa secret from their session and permanently adds it to their totp2fa.User and 2fa is now enabled for them. The data from the POST will contain a key twofactor.DataRecoveryCodes that contains an array of recovery codes for the user.

If you wish to show the user a QR code, GET /2fa/totp/qr at any time during or after totp2fa setup will return a 200x200 png QR code that they can scan.

Removing 2fa from a user

A user begins by going to GET /2fa/totp/remove and enters a code which posts to POST /2fa/totp/remove and if it's correct they're shown a success page and 2fa is removed from them, if not they get validation errors.

Logging in with 2fa

When a user goes to log in, the totp module checks the user after they log in for the presence of a totp2fa secret, if there is one it does not give them a logged in session value immediately and redirects them to GET /2fa/totp/validate where they must enter a correct code to POST /2fa/totp/validate if the code is correct they're logged in normally as well as they get the session value authboss.Session2FA set to "totp" to prove that they've authenticated with two factors.

Using Recovery Codes

Both when logging in and removing totp2fa from an account, a recovery code may be used instead. They can POST to the same url, they simply send a different form field. The recovery code is consumed on use and may not be used again.

Text Message 2FA (sms)

Package sms2fa uses sms shared secrets as a means to authenticate a user with a second factor: their phone number.

Info and Requirements
Module sms2fa
Pages sms2fa_{setup,confirm,remove,validate}, sms2fa_{confirm,remove}_success
Routes /2fa/{setup,confirm,remove,validate}
Emails None
Middlewares LoadClientStateMiddleware
ClientStorage Session (SECURE!)
ServerStorer ServerStorer
User sms2fa.User, sms2fa.SMSNumberProvider
Values SMSValuer, SMSPhoneNumberValuer
Mailer None

Note: Unlike most modules in Authboss you must construct a sms2fa.SMS and call .Setup() on it to enable this module. See the sample to see how to do this. This may be changed in the future.

Note: To allow users to regenerate their backup codes, you must also use the twofactor module.

Note: Routes are protected by authboss.Middleware so only logged in users can access them. You can configure whether unauthenticated users should be redirected to log in or are 404'd using the authboss.Config.Modules.RoutesRedirectOnUnathed configuration flag.

Note: sms2fa always stores the code it's expecting in the user's session therefore you must have secure sessions or the code itself is not secure!

Note: sms2fa pages all send codes via sms on POST when no data code is given. This is also how users can resend the code in case they did not get it (for example a second POST /2fa/sms/{confirm,remove} with no form-fields filled in will end up resending the code).

Note: Sending sms codes is rate-limited to 1 sms/10 sec for that user, this is controlled by placing a timestamp in their session to prevent abuse.

Adding 2fa to a user

When a logged in user would like to add 2fa to their account direct them GET /2fa/sms/setup where they must enter a phone number. If the logged in user also implements sms2fa.SMSNumberProvider then this interface will be used to retrieve a phone number (if it exists) from the user and put it in sms2fa.DataSMSPhoneNumber so that the user interface can populate it for the user, making it convenient to re-use an already saved phone number inside the user.

Once they POST /2fa/sms/setup with a phone number, the sms2fa.Sender interface will be invoked to send the SMS code to the user and they will be redirected to GET /2fa/sms/confirm where they enter the code they received which does a POST /2fa/sms/confirm to store the phone number they were confirming permanently on their user using sms2fa.User which enables sms2fa for them. The data from the POST will contain a key twofactor.DataRecoveryCodes that contains an array of recovery codes for the user.

Removing 2fa from a user

A user begins by going to GET /2fa/sms/remove. This page does nothing on it's own. In order to begin the process POST /2fa/sms/remove with no data (or a recovery code to skip needing the sms code) to send the sms code to the user. Then they can POST /2fa/sms/remove again with the correct code to have it permanently removed.

Logging in with 2fa

When a user goes to log in, the sms module checks the user after they log in for the presence of a sms2fa phone number, if there is one it does not give them a logged in session value but instead sends an SMS code to their configured number and and redirects them to GET /2fa/sms/validate where they must enter a correct code to POST /2fa/totp/validate. If the code is correct they're logged in normally as well as they get the session value authboss.Session2FA set to "sms" to prove that they've authenticated with two factors.

Using Recovery Codes

Same as totp2fa above.