PasskeysRails - easy to integrate back end for implementing mobile passkeys

Created by Troy Anderson, Allied Code - alliedcode.com

PasskeysRails is a gem you can add to a Rails app to enable passskey registration and authorization from mobile front ends. PasskeysRails leverages webauthn for the cryptographic work, and presents a simple API interface for passkey registration, authentication, and testing.

The purpose of this gem is to make it easy to provide a rails back end API that supports PassKey authentication. It uses the webauthn gem to do the cryptographic work and presents a simple API interface for passkey registration and authentication.

The target use case for this gem is a mobile application that uses a rails based API service to manage resources. The goal is to make it simple to register and authenticate users using passkeys from mobile applications in a rails API service.

What about devise? Devise is awesome, but we don't need all that UI/UX for PassKeys, especially for an API back end.

Usage

PasskeysRails maintains a PasskeysRails::Agent model and related PasskeysRails::Passkeys. In rails apps that maintain their own "user" model, add include PasskeysRails::Authenticatable to that model and include the name of that class (e.g. "User") in the authenticatable_class param when calling the register API or set the PasskeysRails.default_class to the name of that class.

In mobile apps, leverage the platform specific Passkeys APIs for registration and authentication, and call the PasskeysRails API endpoints to complete the ceremony. PasskeysRails provides endpoints to support registration, authentication, token refresh, and debugging.

Optionally providing a "user" model during registration

PasskeysRails does not require any application specific models, but it's often useful to have one. For example, a User model can be created at registration. PasskeysRails provides two mechanisms to support this. Either provide the name of the model in the authenticatable_class param when calling the finishRegistration endpoint, or set a default_class in config/initializers/passkeys_rails.rb.

PasskeysRails supports multiple different application specific models. Whatever model name supplied when calling the finishRegistration endpoint will be created during a successful the finishRegiration process. When created, it will be provided an opportunity to do any initialization at that time.

There are two PasskeysRails configuration options related to this: default_class and class_whitelist:

`default_class`

Configure default_class in config/initializers/passkeys_rails.rb. Its value will be used during registration if none is provided in the API call. The default value is "User". Since the default_class is just a default, it can be overridden in the finishRegiration API call to use a different model. If no model is to be used by default, set it to nil.

`class_whitelist`

Configure class_whitelist in config/initializers/passkeys_rails.rb. The default value is nil. When nil, no whitelist will be applied. If it is non-nil, it should be an array of class names that are allowed during registration. Supply an empty array to prevent PasskeysRails from attempting to create anything other than its own PasskeysRails::Agent during registration.

Installation

Add this line to your application's Gemfile:

gem "passkeys-rails"

And then execute:

$ bundle install

Or install it yourself as:

$ gem install passkeys_rails

Finally, execute:

$ rails generate passkeys_rails:install

This will add the config/initializers/passkeys_rails.rb configuration file, passkeys routes, and a couple of database migrations to your project.

Rails Integration
Adding to a standard rails project

### Add before_action :authenticate_passkey!

To prevent access to controller actions, add before_action :authenticate_passkey!. If an action is attempted without an authenticated entity, an error will be rendered in JSON with an :unauthorized result code.

### Use current_agent and current_agent.authenticatable

To access the currently authenticated entity, use current_agent. If you associated the registration of the agent with one of your own models, use current_agent.authenticatable. For example, if you associated the User class with the registration, current_agent.authenticatable will be a User object.

### Add include PasskeysRails::Authenticatable to model class(es)

If you have one or more classes that you want to use with authentication - e.g. a User class and an AdminUser class - add include PasskeysRails::Authenticatable to each of those classes. That adds a registered? method that you can call on your model to determine if they are registerd with your service, and a registering_with(params) method that you can override to initialize attributes of your model when it is created during registration. params is a hash with params passed to the API when registering. When called, your object has been built, but not yet saved. Upon return, PasskeysRails will attempt to save your object before finishing registration. If it is not valid, the registration will fail as well, returning the error error details to the caller.

Rails Integration -
Adding to a Grape API rails project

### Call PasskeysRails.authenticate(request) to authenticate the request.

Call PasskeysRails.authenticate(request) to get an object back that responds to .success? and .failure? as well as .agent, .code, and .message.

Alternatively, call PasskeysRails.authenticate!(request) from a helper in your base class. It will raise a PasskeysRails.Error exception if the caller isn't authenticated. You can catch the exception and render an appropriate error. The exception contains the error code and message.

### Consider adding the following helpers to your base API class:

  helpers do
    # Authenticate the request and cache the result
    def passkey
      @passkey ||= PasskeysRails.authenticate(request)
    end

    # Raise an exception if the request is not authentic
    def authenticate_passkey!
      error!({ code: passkey.code, message: passkey.message }, :unauthorized) if passkey.failure?
    end

    # Return the Passkeys::Agent if authentic, else return nil
    def current_agent
      passkey.agent
    end

    # If you have set authenticatable to be a User, you can use this to access the user from Grape endpoint methods
    def current_user
      user = current_agent&.authenticatable
      user.is_a?(User) ? user : nil # sanity check to be sure authenticatable is a User
    end
  end

To prevent access to various endpoints, add before_action :authenticate_passkey! or call authenticate_passkey! from any method that requires authentication. If an action is attempted without an authenticated entity, an error will be rendered in JSON with an :unauthorized result code.

### Use current_agent and current_agent.authenticatable

Notifications

Certain actions trigger notifications that can be subscribed. See subscribe in config/initializers/passkeys_rails.rb.

These are completely optional. PasskeysRails will manage all the credentials and keys without these being implemented. They are useful for taking application specific actions like logging based on the authentication related events.

Events

:did_register - a new agent has registered
:did_authenticate - an agent has been authenticated
:did_refresh - an agent's auth token has been refreshed

A convenient place to set these up in is in config/initializers/passkeys_rails.rb

PasskeysRails.config do |c|
  c.subscribe(:did_register) do |event, agent, request|
    # do something with the agent and/or request
  end

  c.subscribe(:did_authenticate) do |event, agent, request|
    # do something with the agent and/or request
  end
end

Subscriptions can also be done elsewhere as subscribe is a PasskeysRails class method.

PasskeysRails.subscribe(:did_register) do |event, agent, request|
  # do something with the agent and/or request
end

Failure Codes

In the event of authentication failure, PasskeysRails API endpoints render an error code and message.
In a standard rails controller, the error code and message are rendered in JSON if before_action :authenticate_passkey! fails.
In Grape, the error code and message are available in the result of the PasskeysRails.authenticate(request) method.
From standard rails controllers, you can also access passkey_authentication_result to get the code and message.
For PasskeysRails.authenticate(request) and passkey_authentication_result, the result is an object that respods to .success? and .failure?.
- When .success? is true (.failure? is false), the resources is authentic and it also responds to .agent, returning a PasskeysRails::Agent
- When .success? is false (.failure? is true), it responds to .code and .message to expose the error details.
- When .code is :missing_token, .message is X-Auth header is required, which means the caller didn't supply the auth header.
- When .code is :invalid_token, .message is Invalid token - no agent exists with agent_id, which means that the auth data is not valid.
- When .code is :expired_token, .message is The token has expired, which means that the token is valid, but expired, thuis it's not considered authentic.
- When .code is :token_error, .message is a description of the error. This is a catch-all in the event we are unable to decode the token.

In the future, the intention is to have the .code value stay consistent even if the .message changes. This also allows you to localize the messages as needed using the code.

Testing

PasskeysRails includes some test helpers for integration tests. In order to use them, you need to include the module in your test cases/specs.

Integration test helpers are available by including the PasskeysRails::IntegrationHelpers module.

class PostTests < ActionDispatch::IntegrationTest
  include PasskeysRails::Test::IntegrationHelpers
end

Now you can use the following logged_in_headers method in your integration tests.`

  test 'authenticated users can see posts' do
    user = User.create
    get '/posts', headers: logged_in_headers('username-123', user)
    assert_response :success
  end

RSpec can include the IntegrationHelpers module in their :feature and :request specs.

RSpec.configure do |config|
  config.include PasskeysRails::Test::IntegrationHelpers, type: :feature
  config.include PasskeysRails::Test::IntegrationHelpers, type: :request
end

RSpec.describe 'Posts', type: :request do
  let(:user) { User.create }
  it "allows authenticated users to see posts" do
    get '/posts', headers: logged_in_headers('username-123', user)
    expect(response).to be_success
  end
end

Mobile Application Integration

Prerequisites

For iOS, you need to associate your app with your server. This amounts to setting up a special file on your server that defines the association. See setup your apple-app-site-association

Mobile API Endpoints

There are 3 groups of API endpoints that your mobile application might consume.

Unauthenticated (public) endpoints
Authenticated (private) endpoints
Passkey endpoints (for supporting authentication)

Unauthenticated endpoints can be consumed without any authentication.

Authenticated endpoints are protected by authenticate_passkey! or PasskeysRails.authenticate!(request). Those methods check for and validate the X-Auth header, which must be set to the auth token returned in the AuthResponse, described below.

Passkey endpoints are supplied by this gem and allow you to register a user, authenticate (login) a user, and refresh the token. This section describes these endpoints.

This gem supports the Passkey endpoints.

Passkey Endpoints

All Passkey endpoints accept and respond with JSON.

On success, they will respond with a 200 or 201 response code and relevant JSON.

On error, they will respond with a status code of 422 (Unprocessable Entity) and a JSON ErrorResponse structure:

{
  "error": {
    "context": "authentication",
    "code": "Specific text code",
    "message": "Some human readable message"
  }
}

Some endpoints return an AuthResponse, which has this JSON structure:

{
    "username": String,   # the username used during registration
    "auth_token": String  # an expiring token to use to authenticate with the back end (X-Auth header)
}

POST /passkeys/challenge

Submit this to begin registration or authentication.

Registration (register)

To begin registration of a new credential, supply a { "username": "unique username" }. If all goes well, the JSON response will be the options_for_create from webauthn. If the username is already in use, or anything else goes wrong, an error with code validation_errors will be returned.

After receiving a successful response, follow up with a POST to /passkeys/register, below.

To begin authenticating an existing credential, omit the username. The JSON response will be the options_for_get from webauthn.

After receiving a successful response, follow up with a POST to /passkeys/authenticate, below.

POST /passkeys/register

After calling the challenge endpoint with a username, and handling its response, finish registering by calling this endpoint.

Supply the following JSON structure:

# POST body
{
  # NOTE: credential will likely come directly from the PassKeys class/library on the platform
  "credential": {
    "id": String,
    "rawId": String,
    "type": String,
    "response": {
      "attestationObject": String,
      "clientDataJSON": String
    }
  },
  # authenticatable is optional and is informas PasskeysRails how to build your "user" model
  "authenticatable": { # optional
    "class": "User", # whatever class to which you want this credential to apply (as described earlier)
    "params": { }    # Any params you want passed as a hash to the registering_with method on that class
  }
}

On success, the response is an AuthResponse.

Possible failure codes (using the ErrorResponse structure) are:

webauthn_error - something is wrong with the credential
error - something else went wrong during credentail validation - see the message in the ErrorResponse
passkey_error - unable to persist the passkey
invalid_authenticatable_class - the supplied authenticatable class can't be created/found (check spelling & capitalization)
invalid_class_whitelist - the whitelist in the passkeys_rails.rb configuration is invalid - be sure it's nil or an array
invalid_authenticatable_class - the supplied authenticatable class is not allowed - maybe it's not in the whitelist
record_invalid - the object of the supplied authenticatable class cannot be saved due to validation errors
agent_not_found - the agent referenced in the credential cannot be found in the database

POST /passkeys/authenticate

After calling the challenge endpoint without a username, and handling its response, finish authenticating by calling this endpoint.

Supply the following JSON structure:

# POST body
{
  # NOTE: all of this will likely come directly from the PassKeys class/library on the platform
  "id": String,                   # Base64 encoded assertion.credentialID
  "rawId": String,                # Base64 encoded assertion.credentialID
  "type": "public-key",
  "response": {
    "authenticatorData": String,  # Base64 encoded assertion.rawAuthenticatorData
    "clientDataJSON": String,     # Base64 encoded assertion.rawClientDataJSON
    "signature": String,          # Base64 encoded signature
    "userHandle":String           # Base64 encoded assertion.userID
  }
}

On success, the response is an AuthResponse.

Possible failure codes (using the ErrorResponse structure) are:

webauthn_error - something is wrong with the credential
passkey_not_found - the passkey referenced in the credential cannot be found in the database

POST /passkeys/refresh

The token will expire after some time (configurable in config/initializers/passkeys_rails.rb). Before that happens, refresh it using this API. Once it expires, to get a new token, use the /authentication API.

Supply the following JSON structure:

# POST body
{
  token: String
}

On success, the response is an AuthResponse with a new, refreshed token.

Possible failure codes (using the ErrorResponse structure) are:

invalid_token - the token data is invalid
expired_token - the token is expired
token_error - some other error ocurred when decoding the token

POST /passkeys/debug_register

As it may not be possible to acess Passkey functionality in mobile simulators, this endpoint may be called to register a username while bypassing the normal challenge/response sequence.

This endpoint only responds if DEBUG_LOGIN_REGEX is set in the server environment. It is very insecure to set this variable in a production environment as it bypasses all Passkey checks. It is only intended to be used during mobile application development.

To use this endpoint:

Set DEBUG_LOGIN_REGEX to a regex that matches any username you want to use during development - for example ^test(-\d+)?$ will match test, test-1, test-123, etc.
In the mobile application, call this endpoint in stead of the /passkeys/challenge and /passkeys/register. The response is identicial to that of /passkeys/register.
Use the response as if it was from /passkeys/register.

If you supply a username that doesn't match the DEBUG_LOGIN_REGEX, the endpoint will respond with an error.

Supply the following JSON structure:

# POST body
{
  "username": String
}

On success, the response is an AuthResponse.

Possible failure codes (using the ErrorResponse structure) are:

not_allowed - Invalid username (the username doesn't match the regex)
invalid_authenticatable_class - the supplied authenticatable class can't be created/found (check spelling & capitalization)
invalid_class_whitelist - the whitelist in the passkeys_rails.rb configuration is invalid - be sure it's nil or an array
invalid_authenticatable_class - the supplied authenticatable class is not allowed - maybe it's not in the whitelist
record_invalid - the object of the supplied authenticatable class cannot be saved due to validation errors

POST /passkeys/debug_login

As it may not be possible to acess Passkey functionality in mobile simulators, this endpoint may be called to login (authenticate) a username while bypassing the normal challenge/response sequence.

To use this endpoint:

Manually create one or more PasskeysRails::Agent records in the database. A unique username is required for each.
Set DEBUG_LOGIN_REGEX to a regex that matches any username you want to use during development - for example ^test(-\d+)?$ will match test, test-1, test-123, etc.
In the mobile application, call this endpoint in stead of the /passkeys/challenge and /passkeys/authenticate. The response is identicial to that of /passkeys/authenticate.
Use the response as if it was from /passkeys/authenticate.

If you supply a username that doesn't match the DEBUG_LOGIN_REGEX, the endpoint will respond with an error.

Supply the following JSON structure:

# POST body
{
  "username": String
}

On success, the response is an AuthResponse.

Possible failure codes (using the ErrorResponse structure) are:

not_allowed - Invalid username (the username doesn't match the regex)
agent_not_found - No agent found with that username

Reference/Example Mobile Applications

There is a sample iOS app that integrates with passkeys-rails based server implementations. It's a great place to get a quick start on implementing passkyes in your iOS, iPadOS or MacOS apps.

Check out the PasskeysRailsDemo app.

Contributing

Contribution Guidelines

Thank you for considering contributing to PasskeysRails! We welcome your help to improve and enhance this project. Whether it's a bug fix, documentation update, or a new feature, your contributions are valuable to the community.

To ensure a smooth collaboration, please follow the Contribution Guidelines when submitting your contributions.

Code of Conduct

Please note that this project follows the Code of Conduct. By participating, you are expected to uphold this code. If you encounter any behavior that violates the code, please report it to the project maintainers.

License

The gem is available as open source under the terms of the MIT License.

PasskeysRails - easy to integrate back end for implementing mobile passkeys

Documentation

Usage

Optionally providing a "user" model during registration

default_class

class_whitelist

Installation

Rails Integration Adding to a standard rails project

Rails Integration - Adding to a Grape API rails project

Notifications

Events

Failure Codes

Testing

Mobile Application Integration

Prerequisites

Mobile API Endpoints

Passkey Endpoints

POST /passkeys/challenge

Registration (register)

Authentication (login)

POST /passkeys/register

POST /passkeys/authenticate

POST /passkeys/refresh

POST /passkeys/debug_register

POST /passkeys/debug_login

Reference/Example Mobile Applications

Contributing

Contribution Guidelines

Code of Conduct

License

`default_class`

`class_whitelist`

Rails Integration
Adding to a standard rails project

Rails Integration -
Adding to a Grape API rails project