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CakeDC Users Plugin for CakePHP 3

IMPORTANT: This tutorial is old, please check the updated CakeDC Users Plugin for CakePHP 3

 

If you are using an old version, we recommend to migrate to latest version of the plugin. We'll keep this article online for some more time....

 

Welcome to our first tutorial covering the new CakeDC Users Plugin for CakePHP 3. In this tutorial we'll setup and configure the Plugin, introducing some of the available features.

We'll assume you are starting a new CakePHP 3.1 application, with some existing tables (blog site maybe?).

Setup

Easy thing, let's use composer to install the CakeDC Users Plugin

        composer require cakedc/users:~3.1.0

Note we use 3.1.x branch and tags for the CakePHP 3.1 branch, and 3.0.x and tags for the 3.0 version of the framework.

Now ensure the Plugin is loaded from your bootstrap.php file

        Plugin::load('CakeDC/Users', ['routes' => true, 'bootstrap' => true]);

Create some tables to store the users in your database

        bin/cake migrations migrate -p CakeDC/Users

This migration will create 2 tables into your database, "users" where the users and credentials are stored, and "social_accounts" where the tokens for the social login feature will be stored and managed.

Now you can register a new user (ensure your CakePHP is able to send emails to get your validation link correctly), or you could use the provided shell to create new users from the command line

        bin/cake users addSuperuser

output for the shell command to generate new superuser

This new super user will be granted full administrative permissions (check the src/Auth/SuperuserAuthorize class for more details and configuration)

Configuration

Load the Component in your src/Controller/AppController.php

    public function initialize()
    {
        parent::initialize();
        //
        // ...
        //
        $this->loadComponent('CakeDC/Users.UsersAuth');
    }

login page output

Now you have the Plugin installed and a brand new superuser granted with full permissions, it's time to configure permissions for the rest of the roles you'll need.

Simple role based permission rules

By default, the CakeDC Users Plugin allow users to register, and all new users are assigned role = 'user' by default. Note you can change the default role name assigned to new users, but we'll keep the 'user' role for now. Let's assume you have some controller with a couple actions you want to allow, for example "/posts/view/*" We are going to configure SimpleRBAC to allow the role = 'user' accessing the 'view' action:

Create a new file "config/permissions.php" with the following contents

    return [
        'Users.SimpleRbac.permissions' => [
            [
                'role' => 'user',
                'controller' => 'Posts',
                'action' => ['view'],
            ],
        ]
    ];
    

Now you've defined your first permission rule, allowing users with role = 'user' to access the /posts/view action, note you can use wildcards '*', and arrays to cofigure your rules.

Cool, so now you have users in your application, allowing new users to register, validate their emails, login, change password, and use cookies to remember login. In our next short tutorial we'll cover Facebook login and Twitter login.

Ownership

What about ownership? We are talking about posts, and possibly you'll need to allow the post author to edit his own post, the good news: this is super easy with CakeDC Users Plugin.

Add a new rule to allow only the owner of a given post to edit it. Update your permissions.php file, adding this rule:

    use Cake\ORM\TableRegistry;
    use Cake\Utility\Hash;

    return [
        'Users.SimpleRbac.permissions' => [
            [
                'role' => 'user',
                'controller' => 'Posts',
                'action' => ['view'],
            ],
            [
                'role' => 'user',
                'controller' => 'Posts',
                'action' => ['edit', 'delete'],
                'allowed' => function (array $user, $role, Request $request) {
                    $postId = Hash::get($request->params, 'pass.0');
                    $post = TableRegistry::get('Posts')->get($postId);
                    $userId = Hash::get($user, 'id');
                    if (!empty($post->user_id) && !empty($userId)) {
                        return $post->user_id === $userId;
                    }
                    return false;
                }
            ],
        ]
    ];
    

And we're done, you've configured ownership permissions for your ['edit', 'delete'] actions.

Check other examples in the CakeDC Users Plugin Docs

Read more about CakeDC Users Plugin

Giving back to the community

This Plugin's development has been sponsored by the Cake Development Corporation. Contact us if you are interested in:

We'll continue working on our open source plugins (like this one) to give back to the amazing CakePHP Community!

 

Latest articles

Closing Advent Calendar 2024

This article is part of the CakeDC Advent Calendar 2024 (December 24th 2024) That’s a wrap on the CakeDC 2024 advent calendar blog series. Did you get to read all of them? Hopefully you obtained some useful information to use in your future baking. We would love to get your feedback, feel free to share! It is still hard to believe that 2024 is almost over, but we are looking forward to an extraordinary 2025. On behalf of CakeDC, we want to thank our team for all the hours of hard work they put in this year. Also, thank you to our clients for trusting us with your CakePHP projects, it is an absolute pleasure getting to work with each of you. We are thankful for the great relationships we have built, or carried on in the last 12 months. For our CakePHP community, especially the core team, please know how incredibly grateful we are for your support of the framework. There is a reason that Cake is still around after 20 years, and it’s great developers like you, who dedicate their time and efforts to keep the code going. THANK YOU, THANK YOU, THANK YOU. As far as what is to come for CakePHP in 2025, stay tuned. However, I am told that there are some top secret (not really, we are opensource after all) talks about CakePHP 6 happening. With the release of PHP 8.4, I am sure some awesome features will be implemented in Cake specifically. We will also be celebrating 20 years of CakePHP next year, can you believe it? CakeFest will be in honor of all core members past and present, and it may be a good time to introduce some new ones as well. If you are a core member (or former), we would love to have you attend the conference this year. The location will be announced soon. Interested in getting involved or joining the core team? You can find some helpful links here: https://cakephp.org/get-involved We hope you enjoyed our gift this year, it’s the least we could do. Wishing you a happy holiday season from our CakeDC family to yours. See you next year! … sorry, I had to do it. :) Also, here are some final words from our President: Larry Masters.

A Christmas Message to the CakePHP Community

As we gather with loved ones to celebrate the joy and hope of the Christmas season, I want to take a moment to reflect on the incredible journey we’ve shared this year as part of the CakePHP community. This is a special time of year when people around the world come together to celebrate love, grace, and the hope that light brings into the world. It’s also a time to give thanks for the connections that make our lives richer. The CakePHP framework has always been about more than just code, it’s about people. It’s the collective effort of contributors from around the world who believe in building something better, together. To everyone who has shared their expertise, contributed code, written documentation, tested features, or offered guidance to others, I want to express my deepest gratitude for your dedication and passion. As we approach 2025, it brings even greater meaning to reflect on how far we’ve come. Next year marks the 20th anniversary of CakePHP. From the first lines of code to the projects we support today, the journey has been nothing short of remarkable. As we look ahead to the new year, let us carry forward this spirit of generosity, collaboration, and unity. Together, we can continue to empower developers, build exceptional tools, and foster a community that is inclusive, welcoming, and supportive. On behalf of everyone at Cake Development Corporation, I wish you and your families a blessed Christmas filled with peace, joy, and love. May the new year bring us more opportunities to create, connect, and grow together. Thank you for being part of this journey. Merry Christmas and a very Happy New Year to everyone. With gratitude, Larry Masters This article is part of the CakeDC Advent Calendar 2024 (December 24th 2024)

Railway Oriented Programming: A Functional Approach to Error Handling

This article is part of the CakeDC Advent Calendar 2024 (December 23rd 2024) Scott Wlaschin, a well known figure in the functional programming community, introduced the Railway Oriented Programming (ROP) pattern in his presentations and blog posts. His innovative approach to error handling has revolutionized how developers think about managing failures in their applications. Drawing inspiration from railway switches and tracks, Wlaschin created a metaphor that makes complex functional programming concepts more accessible to mainstream developers.

The Two-Track Model

At its core, Railway Oriented Programming visualizes data flow as a railway system with two parallel tracks: the success track and the failure track. This metaphor provides an elegant way to understand how data moves through an application while handling both successful operations and errors. Unlike traditional error handling with try-catch blocks or null checks, ROP treats success and failure as equal citizens, each flowing along its own track. This approach eliminates the need for nested error checking and creates a more linear, maintainable flow of operations.

Understanding Track Combinations

The railway model introduces several types of functions based on how they handle inputs and outputs. The simplest is the one-track function (1-1), which operates only on successful values, similar to a straight railway track. These functions take a value and return a value, without any concept of failure. Next, we have switch functions (1-2), which are like railway switches that can direct our train (data) onto either the success or failure track. Finally, two-track functions (2-2) operate on both success and failure cases, similar to a railway section that handles trains on both tracks.

PHP Implementation

The PHP Railway Programming library provides a robust implementation of these railway concepts through its Railway and Result classes. The Result class serves as our basic switch mechanism, while the Railway class provides the fluent interface for chaining operations. This implementation brings the elegance of functional programming's error handling to the PHP ecosystem, making it accessible to developers working with traditional object-oriented codebases.

Core Operations in Railway Programming

The map operation transforms values on the success track without affecting the failure track. It's like having a maintenance station that only services trains on the success track, letting failed trains pass by untouched on the failure track. This operation is perfect for simple transformations that can't fail. Conceptually, it accepts a 1-1 function and returns a 2-2 function. The lift operation transforms a regular one-track function into a switch function. Think of it as installing a safety system on a regular railway track - the function can now handle both success and failure cases. When we lift a function, we're essentially wrapping it in error handling capability, allowing it to participate in our two-track system. Conceptually, it accepts a 1-1 function and returns a 1-2 function. The bind operation is perhaps the most fundamental concept in ROP. It takes a switch function and adapts it to work with our two-track system. Imagine a railway junction where tracks can merge and split - bind ensures that success values continue on the success track while failures are automatically routed to the failure track. This operation is crucial for chaining multiple operations together while maintaining proper error handling. Conceptually, it accepts a switch 1-2 function and returns a 2-2 function. The tee operation is like a railway observation post - it allows us to perform side effects (like logging or monitoring) without affecting the train's journey on either track. It's particularly useful for debugging or adding analytics without disrupting the main flow of operations. Conceptually, it is a dead function that bypass the success or failure track. The tryCatch acts as a special kind of switch that can catch derailments (exceptions) and route them to the failure track. It's essential for integrating traditional try-catch error handling into our railway system, making it compatible with existing code that might throw exceptions. Conceptually, it accepts a 1-1 function and convert it into a 1-2 function. The plus and unite combinators are like complex railway junctions that can combine multiple tracks. Plus allows parallel processing of two separate railways, combining their results according to custom rules, and conceptually it accepts two 1-2 functions and returns a 1-2 function. The unite joins two railways sequentially, taking the result of the second railway if the first one succeeds. It conceptually accepts two 1-2 functions and join them into a 1-2 function. The doubleMap operation is a special kind of switch function that can handle both success and failure cases. It's like having a maintenance station that can service trains on both tracks, allowing us to transform values on both tracks without affecting the other. Conceptually, it accepts a 1-1 function and returns a 2-2 function.

Result Monad

The Result is a type that can be used to represent the result of a computation that can either succeed or fail. It is used for representing the computation in railway oriented programming flow.

Pattern matching

Pattern matching is a technique used to match the result of a computation against a set of patterns. It is used to extract the value of the result or handle the error case. Pattern matching in PHP Railway implementation serves as the final resolver for the two-track system, providing a clean way to extract values from either the success or failure track. The Railway::match method takes two callback functions: one for handling successful results and another for handling failures. This approach eliminates the need for manual checking of the Railway's state and provides a type-safe way to access the final values. In practical PHP applications, pattern matching becomes useful when we need to transform our Railway result into concrete actions or responses. For instance, when working with web frameworks, we can use pattern matching to either return a success response with the processed data or handle errors by throwing exceptions or returning error messages. This is more elegant than traditional conditional statements because it forces us to handle both cases explicitly and keeps the success and failure handling code clearly separated.

Practical Implementation: Room Reservation System

Let's explore a practical implementation of Railway Oriented Programming through a hotel room reservation system that we described in the Testing DCI with Behavior-Driven Development article. This example demonstrates how ROP can elegantly handle complex business processes with multiple potential failure points.

System Components

The reservation system consists of three main components:
  1. ReservationData Context
It acts as an immutable data container that holds all necessary information about a reservation, including room details, guest information, check-in/out dates, and various state data. The immutability is ensured through a withState method that creates new instances when state changes are needed. namespace App\Reservation; use Cake\I18n\DateTime; class ReservationData { public function __construct( public readonly array $room, public readonly array $primaryGuest, public readonly array $additionalGuests, public readonly DateTime $checkIn, public readonly DateTime $checkOut, private array $state = [] ) {} public function withState(string $key, mixed $value): self { $clone = clone $this; $clone->state[$key] = $value; return $clone; } public function getState(string $key): mixed { return $this->state[$key] ?? null; } }
  1. ReservationOperations
This class contains all the core business operations for the reservation process. Each operation is designed to work within the railway pattern, either returning successful results or failing gracefully. The operations include:
  • Availability validation and price calculation
  • Reservation creation in the database
  • Email confirmation sending
  • Loyalty points management
  • Audit logging
namespace App\Reservation; use Cake\Mailer\Mailer; use ROP\Railway; use Cake\ORM\TableRegistry; class ReservationOperations { public static function validateAvailability(ReservationData $data): Railway { $reservationsTable = TableRegistry::getTableLocator()->get('Reservations'); $existingReservation = $reservationsTable->find() ->where([ 'room_id' => $data->room['id'], 'status !=' => 'cancelled', ]) ->where(function ($exp) use ($data) { return $exp->or([ function ($exp) use ($data) { return $exp->between('check_in', $data->checkIn, $data->checkOut); }, function ($exp) use ($data) { return $exp->between('check_out', $data->checkIn, $data->checkOut); } ]); }) ->first(); if ($existingReservation) { return Railway::fail("Room is not available for selected dates"); } $totalGuests = count($data->additionalGuests) + 1; if ($totalGuests > $data->room['capacity']) { return Railway::fail( "Total number of guests ({$totalGuests}) exceeds room capacity ({$data->room['capacity']})" ); } $basePrice = $data->room['base_price'] * $data->checkIn->diffInDays($data->checkOut); $discount = match($data->primaryGuest['loyalty_level']) { 'gold' => 0.1, 'silver' => 0.05, default => 0 }; $finalPrice = $basePrice * (1 - $discount); return Railway::of($data->withState('total_price', $finalPrice)); } public static function createReservation(ReservationData $data): ReservationData { $reservationsTable = TableRegistry::getTableLocator()->get('Reservations'); $reservation = $reservationsTable->newEntity([ 'room_id' => $data->room['id'], 'primary_guest_id' => $data->primaryGuest['id'], 'check_in' => $data->checkIn, 'check_out' => $data->checkOut, 'status' => 'confirmed', 'total_price' => $data->getState('total_price'), 'reservation_guests' => array_map( fn($guest) => ['guest_id' => $guest['id']], $data->additionalGuests ), ]); if (!$reservationsTable->save($reservation)) { throw new \RuntimeException('Could not save reservation'); } return $data->withState('reservation_id', $reservation->id); } public static function logReservation(ReservationData $data): ReservationData { TableRegistry::getTableLocator()->get('Reservations')->logOperation( // ... ); return $data; } public static function sendConfirmationEmail(ReservationData $data): Railway { $result = rand(0,10); return $result > 2 ? Railway::of($data) : Railway::fail('Failed to send confirmation email'); } public static function updateGuestLoyaltyPoints(ReservationData $data): ReservationData { // ... return $data; } }
  1. ReservationController
This class acts as the controller for the reservation system. It handles the HTTP request, validates the input, and orchestrates the reservation process using the Railway class. The controller uses the ReservationOperations class to perform the necessary operations and handles the result of each operation using the Railway::match method. namespace App\Reservation; use ROP\Railway; class ReservationController { public function add() { $Rooms = $this->fetchTable('Rooms'); $Guests = $this->fetchTable('Guests'); $rooms = $Rooms->find('list')->where(['status' => 'available']); $guests = $Guests->find('list'); $this->set(compact('rooms', 'guests')); if ($this->request->is('post')) { try { $room = $Rooms->get($this->request->getData('room_id'))->toArray(); $primaryGuest = $Guests->get($this->request->getData('primary_guest_id'))->toArray(); $additionalGuests = []; if ($this->request->getData('additional_guest_ids')) { $additionalGuests = $Guests->find() ->where(['id IN' => $this->request->getData('additional_guest_ids')]) ->all() ->map(fn($guest) => $guest->toArray()) ->toArray(); } $data = new ReservationData( room: $room, primaryGuest: $primaryGuest, additionalGuests: $additionalGuests, checkIn: new DateTime($this->request->getData('check_in')), checkOut: new DateTime($this->request->getData('check_out')) ); $connection = $this->fetchTable('Reservations')->getConnection(); return $connection->transactional(function($connection) use ($data) { $result = ReservationOperations::validateAvailability($data) // First validate and calculate price ->map(fn($data) => $data->withState('reservation_time', time())) // Create reservation with error handling ->tryCatch(fn($data) => ReservationOperations::createReservation($data)) // Send confirmation email (might fail) ->bind(fn($data) => ReservationOperations::sendConfirmationEmail($data)) // Log the reservation (with error handling) ->tryCatch(fn($data) => ReservationOperations::logReservation($data)) // Update room status (simple transformation) ->map(fn($data) => $data->withState('room_status', 'occupied')) // Calculate loyalty points (simple transformation) ->map(fn($data) => $data->withState( 'loyalty_points', floor($data->getState('total_price') * 0.1) )) // Update guest loyalty points (with error handling) ->tryCatch(fn($data) => ReservationOperations::updateGuestLoyaltyPoints($data)) // Log all operations for audit ->tee(fn($data) => error_log(sprintf( "Reservation completed: %s, Points earned: %d", $data->getState('reservation_id'), $data->getState('loyalty_points') ))); return $result->match( success: function($data) { $this->Flash->success(__('Reservation confirmed! Your confirmation number is: {0}', $data->getState('reservation_id') )); return $this->redirect(['action' => 'view', $data->getState('reservation_id')]); }, failure: function($error) { if ($error instanceof \Exception) throw $error; throw new \RuntimeException($error); } ); }); } catch (\Exception $e) { $this->Flash->error(__('Unable to complete reservation: {0}', $e->getMessage())); } } } }

The Railway Flow

The reservation process showcases several key aspects of Railway Oriented Programming:
  1. Input Validation: The process begins with validating room availability and guest capacity, demonstrating how early failures can be handled gracefully.
  2. State Transformation: Throughout the process, the ReservationData object is transformed through various states while maintaining immutability.
  3. Error Handling: Each step can potentially fail, but the railway pattern keeps the error handling clean and predictable.
  4. Transaction Management: The entire process is wrapped in a database transaction, showing how ROP can work with traditional database operations.
  5. Side Effects: The pattern handles side effects (like sending emails and logging) in a controlled manner through the tee operation.
The sequence diagram illustrates how the Railway pattern creates a clear separation between success and failure paths, making it easier to reason about the system's behavior. This implementation shows that Railway Oriented Programming is not just a theoretical concept but a practical approach to handling complex business processes in real-world applications. sequenceDiagram participant C as Controller participant DB as Database participant E as Email participant R as Railway Track Note over R: Success Track ✅ Note over R: Failure Track ❌ C->>DB: Check Room Availability alt Room not available DB-->>R: ❌ "Room not available" R-->>C: Railway::fail else Room available DB-->>R: ✅ Room data Note over R: Validate Guest Count alt Exceeds capacity R-->>C: ❌ Railway::fail("Exceeds capacity") else Guest count OK R-->>C: ✅ Calculate price & set state C->>DB: Creating Reservation alt Save successful DB-->>R: ✅ reservation_id C->>E: Send Confirmation alt Email sent E-->>R: ✅ Continue else Email failed E-->>R: ❌ "Failed to send email" R-->>C: Railway::fail end C->>DB: Adding Audit Log DB-->>R: ✅ Continue C->>DB: Updating Loyalty Points alt Update successful DB-->>R: ✅ Final success R-->>C: Railway::of(data) else Update failed DB-->>R: ❌ "Failed to update points" R-->>C: Railway::fail end else Save failed DB-->>R: ❌ "Could not save reservation" R-->>C: Railway::fail end end end This room reservation system demonstrates several key benefits of Railway Oriented Programming:
  1. Clarity: The code clearly shows the flow of operations and potential failure points, making it easier to understand and maintain.
  2. Robustness: Error handling is comprehensive and consistent throughout the entire process.
  3. Maintainability: New steps can be easily added to the reservation process by extending the railway chain.
  4. Transaction Safety: The pattern works seamlessly with database transactions, ensuring data consistency.
  5. Testability: Each operation is isolated and can be tested independently, while the entire flow can be tested as a unit.
This example serves as a blueprint for implementing similar patterns in other business domains where complex workflows and error handling are required. It demonstrates how functional programming concepts can be successfully applied in a traditionally object-oriented environment like PHP.

Demo Project for Article

The examples used in this article are located at https://github.com/skie/cakephp-dci/tree/3.0.0 and available for testing. The controller code is located at src/Controller/RopReservationsController.php.

Conclusion

Railway Oriented Programming represents a paradigm shift in error handling, moving away from imperative try-catch blocks toward a more functional, flow-based approach. By visualizing our program as a railway system, we gain a powerful metaphor for understanding and managing the complexity of error handling in our applications. The PHP implementation of ROP brings these concepts to the PHP community, enabling developers to write more maintainable, readable, and robust code. This article is part of the CakeDC Advent Calendar 2024 (December 23rd 2024)

Using RBAC and rules for authorization

This article is part of the CakeDC Advent Calendar 2024 (December 22nd 2024) Authorization can become a complex topic. If you go over the options described in the CakePHP Book, https://book.cakephp.org/authorization/3/en/index.html and the specific tutorial https://book.cakephp.org/5/en/tutorials-and-examples/cms/authorization.html, you'll see that there are options to define the authorization in a very flexible way. In CakePHP, the Authorization Plugin will allow you to define subjects of authorization, entities that want to get access to one of these subjects, and rules to determine if the entities can have access to a given subject. Many CakePHP applications coming from versions 1,2,3 don't require a lot of flexibility because they define:

  • Subject: a plugin/prefix/Controller/action, like a "url" in our site, for example: "/admin/users/add"
  • Entity: a logged in user, or a guest user who is not logged in yet. Usually we'll group the users in a role, to allow assigning permissions per role
  • Rule: a function, returning true or false
In these cases, we can build an authorization table, like URL Role CanAccess? /admin/users/index admins yes /admin/users/index users no ... To apply these concepts in you CakePHP Application, you can use existing plugins like: But, following our spirit of simplicity, let's imagine you've implemented the CakePHP CMS Tutorial https://book.cakephp.org/5/en/tutorials-and-examples.html. Or, you can clone the project from here: https://github.com/cakephp/cms-tutorial. In this case, to enable url base authentication we would need to change:
  • composer require cakedc/auth
  • Update the AuthorizationService configuration to map the request object with a collection of policies
// src/Application::getAuthorizationService public function getAuthorizationService(ServerRequestInterface $request): AuthorizationServiceInterface { $map = new MapResolver(); $map->map( ServerRequest::class, new CollectionPolicy([ SuperuserPolicy::class, new RbacPolicy([ [ 'role' => '*', 'controller' => 'Pages', 'action' => 'display', ], // other rules // the rules could be stored in a configuration file or database ]), ]) ); $orm = new OrmResolver(); $resolver = new ResolverCollection([ $map, $orm, ]); return new AuthorizationService($resolver); }
  • The last piece to this approach would be adding the RequestAuthorizationMiddleware:
// src/Application::middleware public function middleware($middlewareQueue): \Cake\Http\MiddlewareQueue { $middlewareQueue // ... ->add(new AuthorizationMiddleware($this)) ->add(new RequestAuthorizationMiddleware());

How will it work?

For each request to your application, the RequestAuthorizationMiddleware will trigger an authorization check, looking for a Policy in the MapResolver. We'll check first if the user has the column is_superuser set as true, and if not, we'll use the Rbac to check if the user can access the given URL, using the routing parameters. The Rbac class provides a lot of flexibility to configure the rules, see https://github.com/CakeDC/auth/blob/8.next-cake5/Docs/Documentation/Rbac.md. Note: the users table included in the CMS Tutorial does not include a role column. If you want to define roles, you would need to add it using a Migration.

Recap

We've used the cms tutorial application from the CakePHP Book to implement a Request Authorization Rbac policy for simple applications looking for a way to determine if a given URL can be accessed by a user role. This article is part of the CakeDC Advent Calendar 2024 (December 22nd 2024)

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