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Thomas Kosiewski 0d3b7703f7 docs: remove dbmem references from documentation files (#18861)
Change-Id: Ic33bc383d00d0e354c25a0dd6080a4307d9862b6
Signed-off-by: Thomas Kosiewski <tk@coder.com>
2025-07-21 11:21:58 +02:00

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# OAuth2 Development Guide
## RFC Compliance Development
### Implementing Standard Protocols
When implementing standard protocols (OAuth2, OpenID Connect, etc.):
1. **Fetch and Analyze Official RFCs**:
- Always read the actual RFC specifications before implementation
- Use WebFetch tool to get current RFC content for compliance verification
- Document RFC requirements in code comments
2. **Default Values Matter**:
- Pay close attention to RFC-specified default values
- Example: RFC 7591 specifies `client_secret_basic` as default, not `client_secret_post`
- Ensure consistency between database migrations and application code
3. **Security Requirements**:
- Follow RFC security considerations precisely
- Example: RFC 7592 prohibits returning registration access tokens in GET responses
- Implement proper error responses per protocol specifications
4. **Validation Compliance**:
- Implement comprehensive validation per RFC requirements
- Support protocol-specific features (e.g., custom schemes for native OAuth2 apps)
- Test edge cases defined in specifications
## OAuth2 Provider Implementation
### OAuth2 Spec Compliance
1. **Follow RFC 6749 for token responses**
- Use `expires_in` (seconds) not `expiry` (timestamp) in token responses
- Return proper OAuth2 error format: `{"error": "code", "error_description": "details"}`
2. **Error Response Format**
- Create OAuth2-compliant error responses for token endpoint
- Use standard error codes: `invalid_client`, `invalid_grant`, `invalid_request`
- Avoid generic error responses for OAuth2 endpoints
### PKCE Implementation
- Support both with and without PKCE for backward compatibility
- Use S256 method for code challenge
- Properly validate code_verifier against stored code_challenge
### UI Authorization Flow
- Use POST requests for consent, not GET with links
- Avoid dependency on referer headers for security decisions
- Support proper state parameter validation
### RFC 8707 Resource Indicators
- Store resource parameters in database for server-side validation (opaque tokens)
- Validate resource consistency between authorization and token requests
- Support audience validation in refresh token flows
- Resource parameter is optional but must be consistent when provided
## OAuth2 Error Handling Pattern
```go
// Define specific OAuth2 errors
var (
errInvalidPKCE = xerrors.New("invalid code_verifier")
)
// Use OAuth2-compliant error responses
type OAuth2Error struct {
Error string `json:"error"`
ErrorDescription string `json:"error_description,omitempty"`
}
// Return proper OAuth2 errors
if errors.Is(err, errInvalidPKCE) {
writeOAuth2Error(ctx, rw, http.StatusBadRequest, "invalid_grant", "The PKCE code verifier is invalid")
return
}
```
## Testing OAuth2 Features
### Test Scripts
Located in `./scripts/oauth2/`:
- `test-mcp-oauth2.sh` - Full automated test suite
- `setup-test-app.sh` - Create test OAuth2 app
- `cleanup-test-app.sh` - Remove test app
- `generate-pkce.sh` - Generate PKCE parameters
- `test-manual-flow.sh` - Manual browser testing
Always run the full test suite after OAuth2 changes:
```bash
./scripts/oauth2/test-mcp-oauth2.sh
```
### RFC Protocol Testing
1. **Compliance Test Coverage**:
- Test all RFC-defined error codes and responses
- Validate proper HTTP status codes for different scenarios
- Test protocol-specific edge cases (URI formats, token formats, etc.)
2. **Security Boundary Testing**:
- Test client isolation and privilege separation
- Verify information disclosure protections
- Test token security and proper invalidation
## Common OAuth2 Issues
1. **OAuth2 endpoints returning wrong error format** - Ensure OAuth2 endpoints return RFC 6749 compliant errors
2. **Resource indicator validation failing** - Ensure database stores and retrieves resource parameters correctly
3. **PKCE tests failing** - Verify both authorization code storage and token exchange handle PKCE fields
4. **RFC compliance failures** - Verify against actual RFC specifications, not assumptions
5. **Authorization context errors in public endpoints** - Use `dbauthz.AsSystemRestricted(ctx)` pattern
6. **Default value mismatches** - Ensure database migrations match application code defaults
7. **Bearer token authentication issues** - Check token extraction precedence and format validation
8. **URI validation failures** - Support both standard schemes and custom schemes per protocol requirements
## Authorization Context Patterns
```go
// Public endpoints needing system access (OAuth2 registration)
app, err := api.Database.GetOAuth2ProviderAppByClientID(dbauthz.AsSystemRestricted(ctx), clientID)
// Authenticated endpoints with user context
app, err := api.Database.GetOAuth2ProviderAppByClientID(ctx, clientID)
// System operations in middleware
roles, err := db.GetAuthorizationUserRoles(dbauthz.AsSystemRestricted(ctx), userID)
```
## OAuth2/Authentication Work Patterns
- Types go in `codersdk/oauth2.go` or similar
- Handlers go in `coderd/oauth2.go` or `coderd/identityprovider/`
- Database fields need migration + audit table updates
- Always support backward compatibility
## Protocol Implementation Checklist
Before completing OAuth2 or authentication feature work:
- [ ] Verify RFC compliance by reading actual specifications
- [ ] Implement proper error response formats per protocol
- [ ] Add comprehensive validation for all protocol fields
- [ ] Test security boundaries and token handling
- [ ] Update RBAC permissions for new resources
- [ ] Add audit logging support if applicable
- [ ] Create database migrations with proper defaults
- [ ] Add comprehensive test coverage including edge cases
- [ ] Verify linting compliance
- [ ] Test both positive and negative scenarios
- [ ] Document protocol-specific patterns and requirements