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Building an RBAC based application in CakePHP (2/2)

This is the second article about RBAC in CakePHP series (2/2).

In our previous post we did a quick introduction to RBAC and how to setup CakeDC/Auth plugin in an example project, dealing with basic array based rules.

Today we'll talk about how to debug rules, and provide complex Auth rules to check permissions. We'll also discuss how to encapsulate the rules logic into `Rules` classes, and how to deal with RBAC in big projects.

 

Debugging rules

Notice when debug is enabled, a detailed trace of the matched rule allowing a given action is logged into debug.log

For example: 2017-10-04 23:58:10 Debug: For {"prefix":null,"plugin":null,"extension":null,"controller":"Categories","action":"index","role":"admin"} --> Rule matched {"role":"*","controller":"*","action":["index","view"],"allowed":true} with result = 1

This log could save you some time while debugging why a specific action is granted.

Callbacks for complex authentication rules

Let's imagine a more complex rule, for example, we want to block access to the articles/add action if the user has more than 3 articles already created.

In this case we are going to use a callback to define at runtime the result of the allowed key in the rule.

[
    'role' => '*',
    'controller' => 'Articles',
    'action' => 'add',
    'allowed' => function (array $user, $role, \Cake\Http\ServerRequest $request) {
        $userId = $user['id'] ?? null;
        if (!$userId) {
            return false;
        }
        $articlesCount = \Cake\ORM\TableRegistry::get('Articles')->findByUserId($userId)->count();

        return $articlesCount <= 3;
    }
],

Rules example

As previously discussed, we have the ability to create complex logic to check if a given role is allowed to access an action, but we could also extend this concept to define permission rules that affect specific users.

One common use case is allowing the owner of the resource access to a restricted set of actions, for example the author of a given article could have access to edit and delete the entry.

This case was so common that we've included a predefined Rule class you can use after minimal configuration. The final rule would be like this one:

[
    'role' => '*',
    'controller' => 'Articles',
    'action' => ['edit', 'delete'],
    'allowed' => new \CakeDC\Auth\Rbac\Rules\Owner(),
],

The Owner rule will use by default the user_id field in articles table to match the logged in user id. You can customize the columns, and how the article id is extracted. This covers most of the cases where you need to identify the owner of a given row to assign specific permissions.

Other considerations

Permissions and big projects

Having permission rules in a single file could be a solution for small projects, but when they grow, it's usually hard to manage them. How could we deal with the complexity?

  • Break permission file into additional configuration files

  • Per role, usually a good idea when you have a different set of permissions per role. You can use the Configure class to append the permissions, usually having a defaults file with common permissions would be a good idea, then you can read N files, one per role to apply the specific permissions per role.

  • Per feature/plugin, useful when you have a lot of actions, and a small set of roles, or when the roles are mostly the same regarding permissions, with a couple changes between them. In this case you will define the rules in N files, each one covering a subset of the actions in your application, for example invoices.php file would add the pemissions to the Invoices plugin. In the case you work with plugins, keep in mind you could write the permission rules inside each plugin and share/distribute the rules if you reuse the plugin in other apps (as long as the other apps will have similar roles).

  • QA and maintenance

  • It's always a good idea to think about the complexity of testing the application based on the existing roles. Automated integration testing helps a lot, but if you are planning to have some real humans doing click through, each role will multiply the time to pass a full regression test on the release. Key question here is "Do we really need this role?"

  • Having a clear and documented permissions matrix file, with roles vs actions and either "YES" | "NO" | "RuleName" in the cell value will help a lot to understand if the given role should be allowed to access to a given action. If it's a CSV file it could be actually used to create a unit test and check at least the static permission rules.

  • Debugging and tracing is also important, for that reason we've included a trace feature in CakeDC/Auth that logs to debug.log the rule matched to allow/deny a specific auth check.

About performance

Performance "could" become an issue in the case you have a huge amount of rules, and some of them would require database access to check if they are matching. As a general recommendation, remember the following tips:

  • Rules are matched top to bottom
  • Try to leave the permission rules reading the database to the end of the file
  • Cache the commonly used queries, possibly the same query will be used again soon
  • Note cache invalidation is always fun, and could lead to very complex scenarios, keep it simple
  • If you need too much context and database interaction for a given rule, maybe the check should be done elsewhere. You could give some flexibility and get some performance in return

Last words

We've collected some notes about the implementation of a RBAC based system in CakePHP using our CakeDC/Auth plugin. As stated before, there are many other ways, but this is ours, worked well on several projects and we thought it was a good idea to share it with other members of the CakePHP community to expose a possible solution for their next project Authorization flavor.

Please let us know if you use it, we are always improving on them - And happy to get issues and pull requests for our open source plugins. As part of our open source work in CakeDC, we maintain many open source plugins as well as contribute to the CakePHP Community.

Reference

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Polymorphic Relationships in CakePHP: A Beginner's Guide

Have you ever wondered how to make one database table relate to multiple other tables? Imagine a comments table that needs to store comments for both articles and videos. How do you manage that without creating separate tables or complicated joins? The answer is a polymorphic relationship. It sounds fancy, but the idea is simple and super powerful.

What's a Polymorphic Relationship?

Think of it this way: instead of a single foreign key pointing to one specific table, a polymorphic relationship uses two columns to define the connection. Let's stick with our comments example. To link a comment to either an article or a video, your comments table would have these two special columns:
  1. foreign_id: This holds the ID of the related record (e.g., the id of an article or the id of a video).
  2. model_name: This stores the name of the model the comment belongs to (e.g., 'Articles' or 'Videos').
This flexible setup allows a single comment record to "morph" its relationship, pointing to different types of parent models. It's clean, efficient, and saves you from a lot of redundant code. It's not necessary for them to be called "foreign_id" and "model_name"; they could have other names (table, model, reference_key, model_id, etc.) as long as you maintain the intended function of each. Now, let's see how you can set this up in CakePHP 5 without breaking a sweat.

Making It Work in CakePHP 5

While some frameworks have built-in support for polymorphic relationships, CakePHP lets you create them just as easily using its powerful ORM (Object-Relational Mapper) associations. We'll use the conditions key to define the polymorphic link.

Step 1: Set Up Your Database

We'll use a simple schema with three tables: articles, videos, and comments. -- articles table CREATE TABLE articles ( id INT AUTO_INCREMENT PRIMARY KEY, title VARCHAR(255) ); -- videos table CREATE TABLE videos ( id INT AUTO_INCREMENT PRIMARY KEY, title VARCHAR(255) ); -- comments table CREATE TABLE comments ( id INT AUTO_INCREMENT PRIMARY KEY, content TEXT, foreign_id INT NOT NULL, model_name VARCHAR(50) NOT NULL ); Notice how the comments table has our special foreign_id and model_name columns.

Step 2: Configure Your Models in CakePHP

Now for the magic! We'll define the associations in our Table classes. ArticlesTable.php In this file, you'll tell the Articles model that it has many Comments, but with a specific condition. // src/Model/Table/ArticlesTable.php namespace App\Model\Table; use Cake\ORM\Table; class ArticlesTable extends Table { public function initialize(array $config): void { // ... $this->hasMany('Comments', [ 'foreignKey' => 'foreign_id', 'conditions' => ['Comments.model_name' => self::class], // or 'Articles' 'dependent' => true, // Deletes comments if an article is deleted ]); } } Use self::class is a best practice in modern PHP, as it prevents bugs if you ever decide to rename your classes, and your IDE can auto-complete and check it for you VideosTable.php You'll do the same thing for the Videos model, but change the model_name condition. // src/Model/Table/VideosTable.php namespace App\Model\Table; use Cake\ORM\Table; class VideosTable extends Table { public function initialize(array $config): void { // ... $this->hasMany('Comments', [ 'foreignKey' => 'foreign_id', 'conditions' => ['Comments.model_name' => self::class], // or 'Videos' 'dependent' => true, ]); } } CommentsTable.php This table is the owner of the polymorphic association. You can add associations here to easily access the related Article or Video from a Comment entity. // src/Model/Table/CommentsTable.php namespace App\Model\Table; use Cake\ORM\Table; class CommentsTable extends Table { public function initialize(array $config): void { // ... $this->belongsTo('Articles', [ 'foreignKey' => 'foreign_id', 'conditions' => ['Comments.model_name' => \App\Model\Table\ArticlesTable::class], // or 'Articles' ]); $this->belongsTo('Videos', [ 'foreignKey' => 'foreign_id', 'conditions' => ['Comments.model_name' => \App\Model\Table\VideosTable::class], // or 'Videos' ]); } }

Step 3: Using the Relationship

Now that everything is set up, you can fetch data as if it were a normal association. Fetching Comments for an Article: $article = $this->Articles->get(1, ['contain' => 'Comments']); // $article->comments will contain a list of comments for that article Creating a new Comment for a Video: $video = $this->Videos->get(2); $comment = $this->Comments->newEmptyEntity(); $comment->content = 'This is an awesome video!'; $comment->foreign_id = $video->id; $comment->model_name = \App\Model\Table\VideosTable::class; // or 'Videos' $this->Comments->save($comment); As you can see, the model_name and foreign_id fields are the secret sauce that makes this pattern work.

What About the Future? The Power of This Solution

Now that you've got comments working for both articles and videos, what if your app grows and you want to add comments to a new model, like Photos? With this polymorphic setup, the change is incredibly simple. You don't need to alter your comments table at all. All you have to do is: Create your photos table in the database. Add a new PhotosTable.php model. In the new PhotosTable's initialize() method, add the hasMany association, just like you did for Articles and Videos. // src/Model/Table/PhotosTable.php namespace App\Model\Table; use Cake\ORM\Table; class PhotosTable extends Table { public function initialize(array $config): void { // ... $this->hasMany('Comments', [ 'foreignKey' => 'foreign_id', 'conditions' => ['Comments.model_name' => self::class], 'dependent' => true, ]); } } That's it! You've just extended your application's functionality with minimal effort. This demonstrates the true power of polymorphic relationships: a single, scalable solution that can easily adapt to your application's evolving needs. It's a key pattern for building flexible and maintainable software.

Conclusion

This approach is flexible, scalable, and a great way to keep your database schema simple. Now that you know the basics, you can start applying this pattern to more complex problems in your own CakePHP applications!

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)

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