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(dev/core#4462) Afform - Fixes for page-token handling #31357

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(dev/core#4462) Afform - Fixes for page-token handling #31357

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@totten totten commented Oct 24, 2024 •
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Overview

This is a follow-up to #30585 (5.79.alpha) to address some of remaining issues (for 5.79.beta). It is part of https://lab.civicrm.org/dev/core/-/issues/4462. There is still more to do for 5.79 after this. (But I just wanted to keep the patchset from getting too big in one PR.)

ping @ufundo @eileenmcnaughton @aydun

Steps to Reproduce

  • Setup 5.79 on D7/BD.
  • Create an "Individual" form.
    • Form Settings: Placement: Enable "Message Tokens".
    • Form Settings: Permission: "Generic: Allow all users (including anonymous)"
    • Individual 1: Security: Form-Based
    • Individual 1: Autofill: Current User
    • Individual 1: Allowed Actions: Create=>yes, Update=>yes
    • Individual 1: Accept ID from URL: No
  • Send an email with the new token. The recipient should be someone has a User account.
  • Read the rendered email. Open the link in a new/private browser.

Before (circa 5.79.alpha)

The general idea is that the baseline HTML page is shown anonymously -- and then any AJAX subrequests will be authenticated (setting the active Civi Contact and active CMS User based on the token).

However, this runs into some snags:

  • Authx Bug: On the initial page-view, the site navigation looks anonymous. But it secretly initializes an authenticated session. This becomes obvious if you reload the page or manually open any other page.
    That defeats the whole point of 30585. The goal is to have a limited-use token that does not create a session.
  • First-Request Does Not Set Identity: The initial HTTP request doesn't set the active contact/user. That only happens in the AJAX subrequests. Consequently, it only works if the page is viewable by anonymous.
  • User-Loading Policy: You can kind of work-around problems by going to "System Settings > Authentication" and setting user-mapping policy for "HTTP X-Header" requests.
    • It requires work for site-builder to configure.
    • Those configuration steps are heavy-handed. They could impact other/unrelated customizations.
    • One size doesn't fit for all page-token use-cases. (CiviMail and cross-site IFRAMEs have some differing needs.)

After

This is an intermediate step/improvement.

The general idea is that you show the baseline HTML page (and its AJAX requests) as the target Contact and/or User.

Addressing those snags:

  • Authx Bug: Fixed. It no longer creates the unintended session.
  • First-Request Auth: It now sets the active Contact and/or User.
  • User-Loading Policy:
    • We still have the fundamental trade-offs in deciding whether to set active Contact and/or User.
    • But given that trade-off exists, you can distinguish policies for different use-cases.

Technical Details

Recall the basic mechanism of the page-level auth-token. You can take any afform and generate a signed token to view that one page.

https://example.com/civicrm/my-form?_aff=Bearer+XXXXXXXXX

For email hyperlinks (in the current work), message-tokens are used to generate these kinds of links. The policy is to set the active Contact but leave the anonymous User.

  • This should be closest analog to how "Profile+Checksum" behaves.
  • This means that the CMS will render nav-menus that are suitable to anonymous. (It's confusing to see non-functional nav-links for "New Individual" or "My Account" or "Logout".)
  • When configuring a form, you should set permissions suitable for anonymous users. (It's kinda hard to check the user-permissions if we don't load the user-accounts.)

For new/bespoke integrations (eg remote sites which embed IFRAMEs with auth-token links), it also defaults to "User-only". But:

  • If you enable "User" accounts for this case, it should work fine. (Navbars are already suppressed -- so no conflict there.

  • The integrator can decide whether to enable User account integration. They do this by putting a signed claim in the XXXXXXXX token:

    • Set JWT claim userMode=>ignore to disable user-loading.
    • Set JWT claim userMode=>optional or userMode=>require to enable user-loading.

@totten
authx - On Backdrop / D7, avoid accidental session setup
5f79c42 
I'm not entirely certain why we haven't noticed a problem with REST calls.
Maybe because most people don't care. Or maybe because REST calls use the
'print+exit' workflow (which might bypass this auto-save mechanism).
@totten
MixedFlowsTest - Add some more coverage
e8d1d86
@totten
(REF) Authenticator::checkPolicy() - Extract array to represent policy
b7595cb
@totten
(REF) Authenticator::checkPolicy() - Fire an event to alter active po…
54b2aab 
…licy

The code-style of this event (`checkPolicy()` and `CheckPolicyEvent`)
matches it closest sibling (`checkCredential()` and `CheckCredentialEvent`).
@totten
(dev/core#4462) For page-level auth, prefer to use CiviCRM-only ident…
b2fc5f3 
…ity.

When authenticating to Civi, you can set the active principal as "Contact" and/or "User".

If you set the user, then the web UI of the CMS is liable to render lots of widgets and
nav-items that are appropriate to logged-in users (like "My Account" or "Logout"). Fixing
this requires site-builder to take extra steps in their CMS.

OTOH, if you don't set the user, then -- in some
configurations/use-cases/add-ons -- you could find some events/listeners
don't run as expected.

This commi makes the default policy to be to -not- set the CMS user (since
that's more likely to work out-of-the-box and matches the approach of older
Profile/Checksum pattern). But you really need to switch, there is a way - tweak the token.

* If the auth-token has a signed claim `userMode=>ignore', then we'll ignore CMS user.
* If the auth-token has a signed claim `userMode=>optional', then we'll load CMS user (if available).
* If the auth-token doesn't explicitly say, then we use a default (`ignore`).
@totten
MockPublicFormTest - Re-enable assertion
bb0bc9d
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civibot bot commented Oct 24, 2024

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@civibot civibot bot added the 5.79 label Oct 24, 2024
@totten totten added the run-extended-tests Civibot should run comprehensive test suites with versions of UF/PHP/MySQL label Oct 25, 2024
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totten commented Oct 25, 2024

This was discussed on call, and it sounded like we could merge. Would like to get this out of the way so we can work on other subparts of 4462.

I'm just gonna throw some more aggressive test-suites at it to make sure they aren't regressive. (Here's an example baseline for 5.79-rc.)

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ufundo commented Oct 25, 2024

, it also defaults to "User-only"

Should that be "Contact-only" ?

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