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oauth2-tutorial's Introduction

#Oauth2 Demo

Recently I had the need to create an Oauth2 authenticated API. The following is an app in its most simple form to get you started with creating and testing an Oauth2 powered API, using oauth-plugin, devise and rspec.

##Screencasts

I have created screencasts to go along with this tutorial. This is my first attempt at screencasting, so please drop me a message if you find them useful or if there is anything you think can be improved. Your feedback is appreciated.

##Step 1 - the rails app

Start by opening up your terminal. For demonstration purposes I recommend creating a folder called oauth to put both the provider and consumer.

mkdir oauth && cd oauth
rails new provider
cd provider

The next step is to add the oauth-plugin gem to your Gemfile. For this demo I will also be using devise for authentication. If you wish to use RSpec as your testing framework, now would be the time to add it.

gem 'devise'
gem "oauth-plugin", ">= 0.4.0.rc2"
group :test do
    gem 'rspec-rails'
end

You should run bundle install to install the oauth-plugin (and rspec.)

If you are using rspec then run:

rails g rspec:install

If you are using devise then you should create your devise install and user.

rails generate devise:install
rails generate devise User

Then create the oauth provider (Note I am using rspec)

rails g oauth_provider --test-framework=rspec

And migrate the database

rake db:migrate

Might as well do the test database here too

rake db:test:prepare

This will generate some files, there are a few changes required for everything to work. The first is to delete the file spec/controllers/oauth_clients_controller_spec.rb as mentioned in this commit. You should also remove /spec/models/oauth_token_spec.rb as we are dealing exclusively with oauth2. The second change is in your config/routes.rb file, add:

root :to => "oauth_clients#index"

You will also need to add the following methods to your app/controllers/application_controller.rb to make things work as the oauth-plugin gem required a current_user= method.

def current_user=(user)
  current_user = user
end

You need to add the following to your user model:

has_many :client_applications
has_many :tokens, :class_name=>"Oauth2Token",:order=>"authorized_at desc",:include=>[:client_application]

You need to add the following attr_accessor to app/models/oauth_token.rb

attr_accessor :expires_at

The following alias to app/controllers/oauth_controller.rb and app/controllers/oauth_clients_controller.rb

alias :login_required :authenticate_user!

And finally add the following to config/application.rb

require 'oauth/rack/oauth_filter'
config.middleware.use OAuth::Rack::OAuthFilter

For the purposes of this test, we will use fixtures, I recommend using factories for real testing. Grab the 4 fixtures files out of spec/fixtures (I got them from the oauth-plugin but they were not included in the generator)

After these files are included, you can run rspec to test what we have so far.

bundle exec rspec spec

There should be 23 examples, all passing.

You should now create a basic rspec test for what will be your API call. Grab my one out of spec/api/v1/data_controller_spec.rb Also copy the file support/api_helper.rb

When you run rspec on this, it should error, you now need to create your API controller. Since in this example all the API calls will require a valid oauth token, let's create a base controller and then our data controller.

rails g controller API::V1::Base
rails g controller API::V1::Data

Change the DataController so it extends API::V1::BaseController

class Api::V1::DataController < Api::V1::BaseController
end

Now create the routes, add the following to your config/routes.rb file

namespace :api do
  namespace :v1 do
    match "data" => "data#show"
  end
end

You will need a show action in your data controller (app/controllers/api/v1/data_controller)

def show
  respond_with ({:super_secret => "oauth_data"})
end

You will also need to specify the formats that your controllers responds to in your base controller (app/controllers/api/v1/base_controller)

respond_to :json, :xml

You should also specify which methods require oauth, since it is all in this case, also add the following to your base controllers (the interactive flag is the equivalant of oauth_or_login_required, we want oauth only so we disable it.

  oauthenticate :interactive=>false

If we run our test specs again now, they should pass and there you have it, the beginnings of an Oauth2 API.

##Step 2 - The client

Change the following in views/oauth/oauth2_authorize.html.erb

<p>Would you like to authorize <%= link_to @token.client_application.name,@token.client_application.url %> (<%= link_to @token.client_application.url,@token.client_application.url %>) to access your account?</p>

To

<p>Would you like to authorize <%= link_to @client_application.name,@client_application.url %> (<%= link_to @client_application.url,@client_application.url %>) to access your account?</p>

You should now start a rails server and navigate to http://localhost:3000/users/sign_up, after signing up go to http://localhost:3000/oauth_clients and create a client. Please not that your client callback_url must match that of the one passed through in your app. If you are using the demo sinatra app, it should be http://localhost:4567/auth/test

There are a couple things you should change in views/oauth_clients/index.html.erb Change the @tokens block to:

 <% @tokens.each do |token|%>
  <tr>
    <td><%= link_to token.client_application.name, token.client_application.url %></td>
    <td><%= token.authorized_at %></td>
    <td>&nbsp;</td>
  </tr>
<% end %>

And change the @client_applications block to:

<% @client_applications.each do |client|%>
  <div>
    <%= link_to client.name, oauth_client_path(client) %>-
      <%= link_to 'Edit', edit_oauth_client_path(client) %>
      <%= link_to 'Delete', oauth_client_path(client), :confirm => "Are you sure?", :method => :delete %>
  </div>
<% end %>

You should now create a consumer directory outside of the rails root.

cd ..
mkdir consumer && cd consumer

You will then need to install sinatra and the oauth2 gem **Please note this requires a version of oauth higher than 0.5 ** gem install sinatra gem install oauth2

Copy the following code, replacing the API keys from those of the client:

require 'sinatra'
require 'oauth2'
require 'json'
enable :sessions

def client
  OAuth2::Client.new(consumer_key, consumer_secret, :site => "http://localhost:3000")
end

get "/auth/test" do
  redirect client.auth_code.authorize_url(:redirect_uri => redirect_uri)
end

get '/auth/test/callback' do
  access_token = client.auth_code.get_token(params[:code], :redirect_uri => redirect_uri)
  session[:access_token] = access_token.token
  @message = "Successfully authenticated with the server"
  erb :success
end

get '/yet_another' do
  @message = get_response('data.json')
  erb :success
end
get '/another_page' do
  @message = get_response('data.json')
  erb :another
end

def get_response(url)
  access_token = OAuth2::AccessToken.new(client, session[:access_token])
  JSON.parse(access_token.get("/api/v1/#{url}").body)
end


def redirect_uri
  uri = URI.parse(request.url)
  uri.path = '/auth/test/callback'
  uri.query = nil
  uri.to_s
end

You can grab the required views from consumer/views

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