Authority helps you authorize actions in your Ruby app. It's ORM-neutral and has very little fancy syntax; just group your models under one or more Authorizer classes and write plain Ruby methods on them.
Authority will work fine with a standalone app or a single sign-on system. You can check roles in a database or permissions in a YAML file. It doesn't care! What it does do is give you an easy way to organize your logic and handle unauthorized actions.
If you're using it with Rails controllers, it requires that you already have some kind of user object in your application, accessible via a method like current_user
(configurable).
- Overview
- The flow of Authority
- Installation
- Defining Your Abilities
- Wiring It Together
- The Generic `can?`
- Security Violations & Logging
- Credits
- Contributing
Using Authority, you have:
- Broad, class-level rules. Examples:
- "Basic users cannot delete any Widget."
- "Only admin users can create Offices."
- Fine-grained, instance-level rules. Examples:
- "Management users can only edit schedules with date ranges in the future."
- "Users can't create playlists more than 20 songs long unless they've paid."
- A clear syntax for permissions-based views. Examples:
link_to 'Edit Widget', edit_widget_path(@widget) if current_user.can_update?(@widget)
link_to 'Keelhaul Scallywag', keelhaul_scallywag_path(@scallywag) if current_user.can_keelhaul?(@scallywag)
- Graceful handling of access violations: by default, it displays a "you can't do that" screen and logs the violation.
- Minimal effort and mess.
Most importantly, you have total flexibility: Authority does not constrain you into using a particular scheme of roles and/or permissions.
Authority lets you control access based on:
- Roles in your app's database (rolify makes this easy)
- Roles in a separate, single-sign-on app
- Users' points (like StackOverflow)
- Time and date
- Weather, stock prices, vowels in the user's name, or anything else you can check with Ruby
All you have to do is define the methods you need on your authorizers. You have all the flexibility of normal Ruby classes.
You make the rules; Authority enforces them.
## The flow of AuthorityAuthority encapsulates all authorization logic in Authorizer
classes. Want to do something with a model? Ask its authorizer.
You can specify a model's authorizer one of two ways:
- specify the class itself:
authorizer = SomeAuthorizer
- specify the class's name:
authorizer_name = 'SomeAuthorizer'
(useful if the constant isn't yet loaded)
If you don't specify an authorizer, the model will:
- Look for an authorizer with its name. Eg,
Comment
will look forCommentAuthorizer
. - If that's not found, it will use
ApplicationAuthorizer
.
Models that have the same authorization rules should use the same authorizer. In other words, if you would write the exact same methods on two models to determine who can create them, who can edit them, etc, then they should use the same authorizer.
Some example groupings:
Simplest case Logical groups Most granular
ApplicationAuthorizer ApplicationAuthorizer ApplicationAuthorizer
+ + +
| +--------+-------+ +-------------------+-------------------+
| + + + + +
| BasicAuthorizer AdminAuthorizer CommentAuthorizer ArticleAuthorizer EditionAuthorizer
| + + + + +
+-------+-------+ +-+ +------+ | | |
+ + + + + + + + +
Comment Article Edition Comment Article Edition Comment Article Edition
The authorization process generally flows like this:
current_user.can_create?(Article) # You ask this question, and the user
+ # automatically asks the model...
|
v
Article.creatable_by?(current_user) # The model automatically asks
+ # its authorizer...
|
v
AdminAuthorizer.creatable_by?(current_user) # *You define this method.*
+ # If you don't, the inherited one
| # calls `default`...
v
AdminAuthorizer.default(:creatable, current_user) # *You define this method.*
# If you don't, it will use the one
# inherited from ApplicationAuthorizer.
# (Its parent, Authority::Authorizer,
# defines the method as `return false`.)
If the answer is false
and the original caller was a controller, this is treated as a SecurityViolation
. If it was a view, maybe you just don't show a link.
(Diagrams made with AsciiFlow)
## InstallationStarting from a clean commit status, add authority
to your Gemfile, then bundle
.
If you're using Rails, run rails g authority:install
. Otherwise, pass a block to Authority.configure
with configuration options somewhere when your application boots up.
Edit config/initializers/authority.rb
. That file documents all your options, but one of particular interest is config.abilities
, which defines the verbs and corresponding adjectives in your app. The defaults are:
config.abilities = {
:create => 'creatable',
:read => 'readable',
:update => 'updatable',
:delete => 'deletable'
}
This option determines what methods are added to your users, models and authorizers. If you need to ask user.can_deactivate?(Satellite)
and @satellite.deactivatable_by?(user)
, add :deactivate => 'deactivatable'
to the hash.
# Whatever class represents a logged-in user in your app
class User
# Adds `can_create?(resource)`, etc
include Authority::UserAbilities
...
end
class Article
# Adds `creatable_by?(user)`, etc
include Authority::Abilities
# Without this, 'ApplicationAuthorizer' is assumed
self.authorizer_name = 'AdminAuthorizer'
...
end
Add your authorizers under app/authorizers
, subclassing the generated ApplicationAuthorizer
.
These are where your actual authorization logic goes. Here's how it works:
- Instance methods answer questions about model instances, like "can this user update this particular widget?" (Within an instance method, you can get the model instance with
resource
).- Any instance method you don't define (for example, if you didn't make a
def deletable_by?(user)
) will fall back to the corresponding class method. In other words, if you haven't said whether a user can update this particular widget, we'll decide by checking whether they can update any widget.
- Any instance method you don't define (for example, if you didn't make a
- Class methods answer questions about model classes, like "is it ever permissible for this user to update a Widget?"
- Any class method you don't define (for example, if you didn't make a
def self.updatable_by?(user)
) will call that authorizer'sdefault
method.
- Any class method you don't define (for example, if you didn't make a
For example:
# app/authorizers/schedule_authorizer.rb
class ScheduleAuthorizer < ApplicationAuthorizer
# Class method: can this user at least sometimes create a Schedule?
def self.creatable_by?(user)
user.manager?
end
# Instance method: can this user delete this particular schedule?
def deletable_by?(user)
resource.in_future? && user.manager? && resource.department == user.department
end
end
# undefined; calls `ScheduleAuthorizer.default(:updatable, user)`
ScheduleAuthorizer.updatable_by?(user)
As you can see, you can specify different logic for every method on every model, if necessary. On the other extreme, you could simply supply a default method that covers all your use cases.
#### Passing OptionsAny options you pass when checking permissions will be passed right up the chain. One use case for this would be if you needed an associated instance in order to do a class-level check. For example:
# I don't have a comment instance to check, but I need to know
# which post the user wants to comment on
user.can_create?(Comment, :for => @post)
This would ultimately call creatable_by?
on the designated authorizer with two arguments: the user and {:for => @post}
. If you've defined that method yourself, you'd need to ensure that it accepts the options hash before doing this, or you'd get a "wrong number of arguments" error.
There's nothing special about the hash key :for
; I just think it reads well in this case. You can pass any options that make sense in your case.
If you don't pass options, none will be passed to your authorizer, either.
And you could always handle the case above without options if you don't mind creating an extra model instance:
user.can_create?(Comment.new(:post => @post))
Any class method you don't define on an authorizer will call the default
method on that authorizer. This method is defined on Authority::Authorizer
to simply return false. This is a 'whitelisting' approach; any permission you haven't specified (which falls back to the default method) is considered forbidden.
You can override this method in your ApplicationAuthorizer
and/or per authorizer. For example, you might want one that looks up the user's roles and correlates them with permissions:
# app/authorizers/application_authorizer.rb
class ApplicationAuthorizer < Authority::Authorizer
# Example call: `default(:creatable, current_user)`
def self.default(able, user)
has_role_granting?(user, able) || user.admin?
end
protected
def has_role_granting(user, able)
# Does the user have any of the roles which give this permission?
(roles_which_grant(able) & user.roles).any?
end
def roles_which_grant(able)
# Look up roles for the current authorizer and `able`
...
end
end
If your system is uniform enough, this method alone might handle all the logic you need.
#### Testing AuthorizersOne nice thing about putting your authorization logic in authorizers is the ease of testing. Here's a brief example.
# An authorizer shared by several admin-only models
describe AdminAuthorizer do
before :each do
@user = FactoryGirl.build(:user)
@admin = FactoryGirl.build(:admin)
end
describe "class" do
it "lets admins update in bulk" do
expect(AdminAuthorizer).to be_bulk_updatable_by(@admin)
end
it "doesn't let users update in bulk" do
expect(AdminAuthorizer).not_to be_bulk_updatable_by(@user)
end
end
describe "instances" do
before :each do
# A mock model that uses AdminAuthorizer
@admin_resource_instance = mock_admin_resource
end
it "lets admins delete" do
expect(@admin_resource_instance.authorizer).to be_deletable_by(@admin)
end
it "doesn't let users delete" do
expect(@admin_resource_instance.authorizer).not_to be_deletable_by(@user)
end
end
end
If you're using Rails, ActionController support will be loaded in through a Railtie. Otherwise, you'll want to integrate it into your framework yourself. Authority's controller is an excellent starting point.
Anytime a controller finds a user attempting something they're not authorized to do, a Security Violation will result. Controllers get two ways to check authorization:
authorize_actions_for Llama
protects multiple controller actions with abefore_filter
, which performs a class-level check. If the current user is never allowed to delete aLlama
, they'll never even get to the controller'sdestroy
method.authorize_action_for @llama
can be called inside a single controller action, and performs an instance-level check. If called insideupdate
, it will check whether the current user is allowed to update this particular@llama
instance.
How does Authority know to check deletable_by?
before the controller's destroy
action? It checks your configuration. These mappings are configurable globally from the initializer file. Defaults are as follows:
config.controller_action_map = {
:index => 'read', # `index` controller action will check `readable_by?`
:show => 'read',
:new => 'create', # `new` controller action will check `creatable_by?`
:create => 'create', # ...etc
:edit => 'update',
:update => 'update',
:destroy => 'delete'
}
They are also configurable per controller, as follows:
class LlamasController < ApplicationController
# Check class-level authorizations before all actions except :create
# Also, to authorize this controller's 'neuter' action, ask whether `current_user.can_update?(Llama)`
authorize_actions_for Llama, :except => :create, :actions => {:neuter => :update},
# To authorize this controller's 'breed' action, ask whether `current_user.can_create?(Llama)`
# To authorize its 'vaporize' action, ask whether `current_user.can_delete?(Llama)`
authority_actions :breed => 'create', :vaporize => 'delete'
...
def edit
@llama = Llama.find(params[:id])
authorize_action_for(@llama) # Check to see if you're allowed to edit this llama. failure == SecurityViolation
end
def update
@llama = Llama.find(params[:id])
authorize_action_for(@llama) # Check to see if you're allowed to edit this llama.
@llama.attributes = params[:llama] # Don't save the attributes before authorizing
authorize_action_for(@llama) # Check again, to see if the changes are allowed.
if @llama.save?
# etc
end
end
As with other authorization checks, you can also pass options here, and they'll be sent along to your authorization method: authorize_action_for(@llama, :sporting => @hat_style)
. Generally, though, your authorization will depend on some attribute or association of the model instance, so the authorizer can check @llama.neck_strength
and @llama.owner.nationality
, etc, without needing any additional information.
Note that you can also call authority_actions
as many times as you like, so you can specify one mapping at a time if you prefer:
class LlamasController < ApplicationController
def breed
# some code
end
authority_actions :breed => 'create'
def vaporize
# some code
end
authority_actions :vaporize => 'delete'
end
If you have a controller that dynamically determines the class it's working with, you can pass the name of a controller instance method to authorize_actions_for
instead of a class, and the class will be looked up when a request is made.
class LlamasController < ApplicationController
authorize_actions_for :llama_class
def llama_class
# In a real application, you would choose your llama class
# much more carefully
[StandardLlama, LludicrousLlama].sample
end
end
If you want to authorize all actions the same way, use the special all_actions
hash key. For instance, if you have nested resources, you might say "you're allowed to do anything you like with an employee if you're allowed to update their organization".
class EmployeesController < ApplicationController
authorize_actions_for :parent_resource, all_actions: :update
private
def parent_resource
Employer.find(params[:employer_id])
end
end
Finally, you can enforce that every controller action runs an authorization check using the class method ensure_authorization_performed
, which sets up an after_filter
to raise an exception if it wasn't. Any only
or except
arguments will be passed to after_filter
. You can also use if
or unless
to specify the name of a controller method which determines whether it's necessary.
Since this runs in an after_filter
, it obviously doesn't prevent the action, it just alerts you that no authorization was performed. Therefore, it's most useful in development. An example usage might be:
class ApplicationController < ActionController::Base
ensure_authorization_performed :except => [:index, :search], :if => :auditing_security?, :unless => :devise_controller?
def auditing_security?
Rails.env != 'production'
end
end
If you want a skippable filter, you can roll your own using the instance method, also called ensure_authorization_performed
.
Assuming your user object is available in your views, you can do all kinds of conditional rendering. For example:
link_to 'Edit Widget', edit_widget_path(@widget) if current_user.can_update?(@widget)
If the user isn't allowed to edit widgets, they won't see the link. If they're nosy and try to hit the URL directly, they'll get a Security Violation from the controller.
## The Generic `can?`Authority is organized around protecting resources. But occasionally you may need to authorize something that has no particular resource. For that, it provides the generic can?
method. It works like this:
current_user.can?(:view_stats_dashboard) # calls `ApplicationAuthorizer.authorizes_to_view_stats_dashboard?`
current_user.can?(:view_stats_dashboard, :on => :tuesdays, :with => :tea) # same, passing the options
# application_authorizer.rb
class ApplicationAuthorizer < Authority::Authorizer
# ...
def self.authorizes_to_view_stats_dashboard?(user, options = {})
user.has_role?(:manager) # or whatever
end
end
Use this very sparingly, and consider it a code smell. Overuse will turn your ApplicationAuthorizer
into a junk drawer of methods. Ask yourself, "am I sure I don't have a resource for this? Should I have one?"
If you're using Authority's ActiveController
integration or have used it as a template for your own, your application will handle unauthorized requests with 403 Forbidden
automatically.
If you use Authority to conditionally render links, users will only see links for actions they're authorized to take. If a user deliberately tries to access a restricted resource (for instance, by typing the URL directly), Authority raises and rescues an Authority::SecurityViolation
.
When it rescues the exception, Authority calls whatever controller method is specified by your security_violation_handler
option, handing it the exception. The default handler is authority_forbidden
, which Authority mixes in to your ApplicationController
. It does the following:
- Renders
public/403.html
- Logs the violation to whatever logger you configured.
You can define your own authority_forbidden
method on ApplicationController
and/or any other controller. For example:
# Send 'em back where they came from with a slap on the wrist
def authority_forbidden(error)
Authority.logger.warn(error.message)
redirect_to request.referrer.presence || root_path, :alert => 'You are not authorized to complete that action.'
end
Your method will be handed the SecurityViolation
, which has a message
method. In case you want to build your own message, it also exposes user
, action
and resource
.
- adamhunter for pairing with me on this gem. The only thing faster than his typing is his brain.
- kevmoo, MP211, and scottmartin for pitching in.
- nkallen for writing a lovely blog post on access control when he worked at Pivotal Labs. I cried sweet tears of joy when I read that a couple of years ago. I was like, "Zee access code, she is so BEEUTY-FUL!"
- jnunemaker for later creating Canable, another inspiration for Authority.
- TMA for employing me and letting me open source some of our code.
Do you like Authority? Has it cleaned up your code, made you more personable, and taught you the Secret to True Happiness? Awesome! I'd love to get email from you - see my Github profile for the address.
How can you contribute? Let me count the ways.
If you like Authority, tell people! Blog, tweet, comment, or even... [shudder]... talk with people in person. If you feel up to it, I mean. It's OK if you don't.
Add examples to the wiki to help others solve problems like yours.
Tell me your problems and/or ideas.
- Have an idea. If you don't have one, check the TODO file or grep the project for 'TODO' comments.
- Open an issue so we can talk it over.
- Fork this project
- Create your feature branch (
git checkout -b my-new-feature
) bundle install
to get all dependenciesrspec spec
to run all tests.- Update/add tests for your changes and code until they pass.
- Commit your changes (
git commit -am 'Added some feature'
) - Push to the branch (
git push origin my-new-feature
) - Create a new Pull Request