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README.md

Tutorial 12 - Record access management

Table of contents

The goal of this tutorial is to implement record access permissions in simple and complicated cases.

Prerequisites:

  1. previous steps with owner field

  2. at least two different users

    (my-site) $ my-site users create admin@test.ch -a --password=123456 # create admin user ID 1
(my-site) $ my-site users create manager@test.ch -a --password=123456 # create admin user ID 2
(my-site) $ my-site users create visitor@test.ch -a --password=123456 # create visitor user ID 3

  3. at least two records

    curl -k --header "Content-Type: application/json" --request POST --data '{"title":"My test record", "contributors": [{"name": "Doe, John"}], "owner": 1}' https://localhost:5000/api/records/?prettyprint=1

curl -k --header "Content-Type: application/json" --request POST --data '{"title":"Second test record", "contributors": [{"name": "Copernicus, Mikolaj"}], "owner": 2}' https://localhost:5000/api/records/?prettyprint=1

Step 1 - Allow for access only from the owner

Use case

Restrict the access to read, edit and delete action for the record only to its owner.

  1. We implement the permission factory. The permission requires a need to be fulfilled by a user for a record. In this case we remember that:

        "owner": {
    "type": "integer"
    },

    so the permission factory requires users to provide their ID as stored in the the "owner" field of the record. Add the following my_site/records/permissions.py file:

    from invenio_access import Permission, any_user
+from flask_principal import UserNeed


def files_permission_factory(obj, action=None):
    """Permissions factory for buckets."""
    return Permission(any_user)
+
+def owner_permission_factory(record=None):
+    """Permission factory with owner access to the record."""
+    return Permission(UserNeed(record["owner"]))

  2. We use the permission factory in the configuration file to let the application know that this endpoint has a permission requirement (RUD). Edit my_site/records/config.py:

    +from my_site.records.permissions import owner_permission_factory

RECORDS_REST_ENDPOINTS = {
    'recid': dict(
        pid_type='recid',
        pid_minter='recid',
        pid_fetcher='recid',
        default_endpoint_prefix=True,
        search_class=RecordsSearch,
        indexer_class=RecordIndexer,
        search_index='records',
        search_type=None,
        record_serializers={
            'application/json': ('my_site.records.serializers'
                                ':json_v1_response'),
        },
        search_serializers={
            'application/json': ('my_site.records.serializers'
                                ':json_v1_search'),
        },
        record_loaders={
            'application/json': ('my_site.records.loaders'
                                ':json_v1'),
        },
        list_route='/records/',
        item_route='/records/<pid(recid):pid_value>',
        default_media_type='application/json',
        max_result_window=10000,
        error_handlers=dict(),
        create_permission_factory_imp=allow_all,
-       read_permission_factory_imp=check_elasticsearch,
-       update_permission_factory_imp=allow_all,
-       delete_permission_factory_imp=allow_all,
+       read_permission_factory_imp=owner_permission_factory,
+       update_permission_factory_imp=owner_permission_factory,
+       delete_permission_factory_imp=owner_permission_factory,
        list_permission_factory_imp=allow_all
    ),
}
"""REST API for my-site."""

  3. log in as manager user

  4. visit /api/records/<id> (first record)

    {
"message": "You don't have the permission to access the requested resource. It is either read-protected or not readable by the server.",
"status": 403
}

  5. visit /records/<id>

    Record still not protected!

  6. Set permission factory also for UI endpoints in my_site/records/config.py:

    RECORDS_UI_ENDPOINTS = dict(
    recid=dict(
        pid_type='recid',
        route='/records/<pid_value>',
        template='records/record.html',
        record_class='invenio_records_files.api:Record',
+       permission_factory_imp='my_site.records.permissions:owner_permission_factory',
    ),

  7. visit /records/<id>

Step 2 - search filter

The details pages of records are now protected. But if we visit /search?page=1&size=20&q=, all the records are still visible in the search page. The same is true for the REST API: /api/records/. We would like to hide the results from search if they are not owned by the current user.

  1. We implement a search filter that will display records in the search results only to their owner. Let' s create my_site/records/search.py:

    from elasticsearch_dsl import Q
from flask_security import current_user


def owner_permission_filter():
    """Search filter with permission."""
    return [Q('match', owner=current_user.get_id())]

  2. We implement a search class that uses the implemented filter (also in search.py).

    from elasticsearch_dsl import Q
from flask_security import current_user
+from invenio_search.api import DefaultFilter, RecordsSearch


def owner_permission_filter():
    """Search filter with permission."""
    return [Q('match', owner=current_user.get_id())]


+class OwnerRecordsSearch(RecordsSearch):
+    """Class providing permission search filter."""
+
+    class Meta:
+        index = 'records'
+        default_filter = DefaultFilter(owner_permission_filter)
+        doc_types = None

  3. We add the search class to the configuration in my_site/records/config.py:

    +from my_site.records.search import OwnerRecordsSearch

RECORDS_REST_ENDPOINTS = {
    'recid': dict(
        pid_type='recid',
        pid_minter='recid',
        pid_fetcher='recid',
        default_endpoint_prefix=True,
+       search_class=OwnerRecordsSearch,
        indexer_class=RecordIndexer,
        search_index='records',
        search_type=None,
        record_serializers={
            'application/json': ('my_site.records.serializers'
                                ':json_v1_response'),
        },
        search_serializers={
            'application/json': ('my_site.records.serializers'
                                ':json_v1_search'),
        },
        record_loaders={
            'application/json': ('my_site.records.loaders'
                                ':json_v1'),
        },
        list_route='/records/',
        item_route='/records/<pid(recid):pid_value>',
        default_media_type='application/json',
        max_result_window=10000,
        error_handlers=dict(),
        create_permission_factory_imp=allow_all,
        read_permission_factory_imp=owner_permission_factory,
        update_permission_factory_imp=owner_permission_factory,
        delete_permission_factory_imp=owner_permission_factory,
        list_permission_factory_imp=allow_all
    ),
}
"""REST API for my-site."""

  4. Go to the API search page https://127.0.0.1:5000/api/records/?prettyprint=1 and check that it displays only the records owned by the current user

  5. Go to the UI search page https://127.0.0.1:5000/search?page=1&size=20&q= and check that it displays only the records owned by the current user

Step 3 - Create permissions

Use case: restrict creation of records to authenticated users

  1. Implement the permission factory in my_site/records/permissions.py

    from invenio_access import Permission, authenticated_user

def authenticated_user_permission(record=None):
    """Return an object that evaluates if the current user is authenticated."""
    return Permission(authenticated_user)

  2. Add the permission factory to the configuration of the records REST endpoints in my_site/records/config.py

    -from my_site.records.permissions import owner_permission_factory
+from my_site.records.permissions import owner_permission_factory, \
+   authenticated_user_permission

RECORDS_REST_ENDPOINTS = {
    'recid': dict(
        pid_type='recid',
        pid_minter='recid',
        pid_fetcher='recid',
        default_endpoint_prefix=True,
        search_class=OwnerRecordsSearch,
        indexer_class=RecordIndexer,
        search_index='records',
        search_type=None,
        record_serializers={
            'application/json': ('my_site.records.serializers'
                                ':json_v1_response'),
        },
        search_serializers={
            'application/json': ('my_site.records.serializers'
                                ':json_v1_search'),
        },
        record_loaders={
            'application/json': ('my_site.records.loaders'
                                ':json_v1'),
        },
        list_route='/records/',
        item_route='/records/<pid(recid):pid_value>',
        default_media_type='application/json',
        max_result_window=10000,
        error_handlers=dict(),
-       create_permission_factory_imp=allow_all
+       create_permission_factory_imp=authenticated_user_permission,

  3. Perform a POST request by using curl to test permission to create records as an unauthenticated user (should fail)

    curl -k --header "Content-Type: application/json" --request POST --data '{"title":"Second test record", "contributors": [{"name": "Copernicus, Mikolaj"}], "owner": 2}' https://localhost:5000/api/records/?prettyprint=1

Extras

Group permission to edit

Use case: We would like to allow our site's managers to edit and delete records

 NOTE: we have existing records already, we would not like to add the group access one by one to each record.

  1. Create a managers role (group)

    (my-site)$ my-site roles create managers

  2. Connect manager user with created role

    (my-site)$ my-site roles add manager@test.ch managers

  3. Create the permission factory for role and owner

    from invenio_access import Permission
from flask_principal import UserNeed, RoleNeed


def owner_manager_permission_factory(record=None):
    """Returns permission for managers group."""
    return Permission(UserNeed(record["owner"]), RoleNeed('managers'))

  4. Implement search filter for role and owner

    from elasticsearch_dsl import Q
from flask_security import current_user
from invenio_search.api import DefaultFilter, RecordsSearch


def owner_manager_permission_filter():
    """Search filter with permission."""
    if current_user.has_role('managers'):
        return [Q(name_or_query='match_all')]
    else:
        return [Q('match', owner=current_user.get_id())]


class OwnerManagerRecordsSearch(RecordsSearch):
    """Class providing permission search filter."""

    class Meta:
        index = 'records'
        default_filter = DefaultFilter(owner_manager_permission_filter)
        doc_types = None

  5. Update the configuration file with your new filter and factory

    from my_site.records.permissions import owner_permission_factory, \
    authenticated_user_permission, owner_manager_permission_factory
from my_site.records.search import OwnerManagerRecordsSearch

RECORDS_REST_ENDPOINTS = {
    'recid': dict(
        pid_type='recid',
        pid_minter='recid',
        pid_fetcher='recid',
        default_endpoint_prefix=True,
        search_class=OwnerManagerRecordsSearch,
        indexer_class=RecordIndexer,
        search_index='records',
        search_type=None,
        record_serializers={
            'application/json': ('my_site.records.serializers'
                                ':json_v1_response'),
        },
        search_serializers={
            'application/json': ('my_site.records.serializers'
                                ':json_v1_search'),
        },
        record_loaders={
            'application/json': ('my_site.records.loaders'
                                ':json_v1'),
        },
        list_route='/records/',
        item_route='/records/<pid(recid):pid_value>',
        default_media_type='application/json',
        max_result_window=10000,
        error_handlers=dict(),
        create_permission_factory_imp=authenticated_user_permission,
        read_permission_factory_imp=owner_manager_permission_factory,
        update_permission_factory_imp=owner_manager_permission_factory,
        delete_permission_factory_imp=owner_manager_permission_factory,
        list_permission_factory_imp=allow_all
    ),
}
"""REST API for my-site."""

  6. Visit https://127.0.0.1:5000/search?page=1&size=20&q= and https://127.0.0.1:5000/api/records/?prettyprint=1 as manager user and check if all the records are listed.

Explicit access per action type - additional exercise

  1. Implement access management for the record having in mind the structure below

    {
    "_access": {
        "read": {
            "systemroles": ["campus_user"]
        },
        "update": {
            "users": [1],
            "roles": ["curators"]
        }
    }
}