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Local admin accounts #332

Merged
merged 34 commits into from
Feb 5, 2017
Merged

Local admin accounts #332

merged 34 commits into from
Feb 5, 2017

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@GUI GUI commented Feb 5, 2017

See #314. Essentially, with the demise of Persona, having an easier to setup login option for the admin seems more important (this request had also come up previously for other reasons).

This implements a local admin account option using Devise. However, third-party logins (using Google, GitHub, etc) is still available. From an upgrade perspective, the main thing to be aware of is that the web.admin.auth_strategies.enabled setting now defaults to just use the new local option. If you'd like to continue using third-party login options and you hadn't already overridden this setting, you'll need to explicitly define it in your /etc/api-umbrella/api-umbrella.yml config file to enable your desired login options:

web:
  admin:
    auth:
      auth_strategies:
        enabled:
        - github
        - google

Other notes:

  • The initial setup should hopefully be easier with local admin accounts. Now after API Umbrella installation, the first time you try to load the admin will redirect you to a screen where you can create your first admin account. This means for quick-start purposes, you no longer need to have to edit the config file to set web.admin.initial_superusers (although that option is still supported and might be use for production deploys where you want to ensure specific accounts exist, rather than relying on this first-time setup flow in the interface).
  • This cleans up some confusion about usernames vs email addresses within the admin interface. For most login options, we had treated usernames as e-mail addresses internally (since e-mail addresses are the unique identifiers given to us by most third party login providers). But for some login options (like LDAP and CAS), then usernames may actually be different from e-mail addresses.
    • In the admin interface, we previously displayed both username and e-mail fields which could be confusing, since some people thought they needed to create separate non-email-like usernames for new admins (when they actually needed to fill out that field with an e-mail address).
    • This improves things by introducing a new web.admin.username_is_email option which we default to true. When true, this hides this internal distinction between usernames and e-mail addresses in the interface and keeps the fields in sync. If set to false (for providers like LDAP or CAS where there might be an explicit username), then the e-mail and username fields will both show up separately.
  • This fixes various issues with the LDAP login option and adds integration tests (Fix Admin LDAP login option #316).
  • Several cleanup tasks related to i18n data, using devise-i18n for better login localization, and cleanup how i18n data gets shared between client-side and server-side.

GUI added 30 commits December 28, 2016 20:13
Still need to implement tests and cleanup various things, but the basic
pieces are integrated.
Other fixes for build process to ensure assets always get precompiled
during build and in production mode.
- Use devise-i18n to provide translations for the various default Devise
  views.
- Update the Accept-Language header detection to take into account
  region (so "es-419" is properly handled now that devise-i18n also has
  "es" data).
- Update the existing i18n tests to account for the new server-side
  content on the default login page. We'll no longer try to read the
  i18n files directly, and instead put the expected i18n values directly
  in the test script (since otherwise, it's tricky to try and fetch the
  devise-i18n default values from within the test suite).
Since adding the new login process with local accounts, we had flipped
the ApplicationController into "exception" mode for CSRF protection.
However, this broke our POST/PUT API endpoints, since those requests
won't have the CSRF token (we're relying on API keys and admin tokens
instead). So this restores the previous behavior of just nullifying the
session for API-specific endpoints instead of throwing exceptions when
the CSRF token is missing.
This got changed around during the Rails 4.2 upgrade. Also remove no
longer used DEVISE_SECRET_KEY environment variable reference.
- Consolidate where "rails_secret_token" is set for the test
  environment, so it behaves more like production and can be read more
  easily for tests.
- Fix validation error message display to restore more consistent
  behavior between client side and server side, since we switched server
  side to use i18n full_messages.
- Fix client-side validation errors not displaying inline on the form
  after hitting submit.
- Get rid of unused "devise_secret_key" setting after Rails 4 upgrade.
- Upgrade to released version of mongoid-embedded-errors gem that has
  Mongoid 4+ compatibility.
- In the admin auth endpoint, just return the needed metadata about the
  current admin user. This prevents us from returning a bunch of other
  things, like the encrypted_password attribute to the client.
- Fix server side validation response using full_messages leading to an
  error because mongoid-embedded-errors and full_messages was trying to
  set new keys in the errors hash while we looped over it.
- Add more tests for the validation display handling.
- Fix various tests due to the local admin changes.
This isn't quite the same as "npm prune" that we were replacing. "clean"
will remove files from inside the npm directories that it thinks are
inessential. But this doesn't always work.
- More thoroughly implement the concept of the "username_is_email"
  option that hides the separate email input when true.
- As a result, change a few things about how we share i18n data being
  server-side and client-side so we can dynamically override the i18n
  "username" text with the "email" text if this setting is true.
- Various fixes for when local authentication is disabled, like
  disabling the login HTTP POST endpoint.
- Bump default minimum password length to 14 chars.
Change additions on this local admin branch to align with these changes
in master:
b163093
07e3dc2
- Allow email invitations to be sent for new admin accounts created.
- The email invite process allows new admins to set their own password
  when using the local authentication mechanism.
- Remove devise_invitable, since our concept of invitations isn't quite
  the same as that gem's (I was thinking the gem could be used for this
  when I added it, but our needs are actually simpler).
- Cleanup some things around Devise's "trackable" plugin for admins. We
  were previously referring to the "last_*" attributes (eg,
  last_sign_in_at), but it turns out this isn't really correct for what
  we want. The last known login session is actually under the
  "current_*" attributes instead (last_* is for the previous). So shift
  most of our displays for "last login" to use the "current_*"
  attributes.
- Better align our last provider tracking with these updates. We weren't
  previously keeping track of both the current and last, so now we keep
  track of both. Also implement it in such a way that we can track the
  provider for the "local" admin accounts.
- Use a custom LDAP login form so CSRF token is passed along.
- If LDAP is the only login option, put the login on the initial page.
- Use the LDAP "title" on the various pages and forms, so things can
  read "Sign in with Company Name" (instead of the generic "LDAP").
- Make email optional so when the username is not the email address, we
  can still login and create accounts from LDAP when all we know is the
  username (since LDAP may not provide email).
- Add integration testing for LDAP authentication with simple openldap
  server.
GUI added 4 commits February 4, 2017 15:18
This was left over from when we thought we might be using
devise-invitable, but we've since removed that.
- Ensure we don't delete all the admin accounts for tests that run in
  parallel, since that may impact other tests.
- Ensure at least 1 admin account exists prior to some admin routing
  tests, so the admin doesn't redirect to the screen allowing for admin
  creation.
@GUI GUI added this to the v0.14.0 milestone Feb 5, 2017
@GUI GUI merged commit 36743e3 into master Feb 5, 2017
@GUI GUI deleted the local-admin-account branch February 5, 2017 15:05
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