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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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Our Gift To You - The CakeDC Advent Calendar 2024

So, we are back! It’s been a while, right?    We are aware that the blog has been quiet, but boy do we have a surprise for you all.    First, let’s recap this year… a lot of releases from CakeDC like plugins and contributions to the latest CakePHP versions. We, like every other baker, have been enjoying all of the new features that Cake 5 has presented. We look forward to seeing what the core team has in store next. It is a company goal to be more involved in the CakePHP community in 2025, so you’ll be seeing some familiar faces in the community channels.     Oh, and I would be remiss if I did not also express our gratitude to our clients. We have had a great year with all of you.  We are so thankful to work with each and every one of you and it has been a pleasure baking code for your many projects.    Now… on to the good stuff.  The team has decided to write a series of blogs, in the form of an advent calendar. It is the holiday season after all. So what can you expect? I don’t want to give away too much, but I will say you’ll get to savor some tasty cake related topics like: HTMX, JWT with CakePHP, plugins, security, PHP 8.4 … and so much more.    This is the gift that keeps on giving... the whole month. So pre heat those ovens… and get ready for a new blog each day from the CakeDC team! 
CakeDC Advent Calendar 2024! 

Build a Single Page Application Using CakePHP and InertiaJS

Build a Single Page Application using CakePHP and InertiaJS

  The Inertia Plugin allows a CakePHP application to integrate Vue 3 components in the front end, without the need to write a specific API for data transfer. This is done  by adding a Middleware and view classes that facilitate the conversion of objects and data in JSON almost automatically, as well as the direct load in the components. The plugin is thought of as a base to extend and use your app’s specific controllers and views from. Just because  it works out of the box doesn't mean it is intended to be used exactly as is,  but this will  provide you a good kick start. See the repo here: https://github.com/CakeDC/cakephp-inertia

Requirements

  • CakePHP 4.5
  • PHP >= 8.1
  • NodeJS 18.9 (only for build Vue Components, not required on running site)

 

Step 1: Create a basic CakePHP install

  For this example I will use a basic installation using Docker and Composer.  First you must create project from cakephp/app  
$> composer create-project --prefer-dist cakephp/app:~4.5 inertia_app $> cd inertia_app $> cp config/app_local.example.php config/app_local.php
  Then write an docker-compose.yml file as:
version: '3' services:   psql13:     image: postgres:13     container_name: inertia-app-postgres13     volumes:       - ./tmp/data/inertia-postgres13__db:/var/lib/postgresql:delegated     environment:       - POSTGRES_USER=my_app       - POSTGRES_PASSWORD=secret       - POSTGRES_DB=my_app       - PGUSER=my_app       - PGDATABASE=my_app       - PGPASSWORD=secret     ports:       - '7432:5432'     cakephp:     image: webdevops/php-nginx:8.1     container_name: inertia-app-cakephp     working_dir: /application     volumes:       - ./:/application:cached       - ~/.ssh:/home/application/.ssh:ro     environment:       - WEB_DOCUMENT_ROOT=/application/webroot       - DATABASE_URL=postgres://my_app:secret@inertia-app-postgres13:5432/my_app     ports:       - "9099:80"
  Launch the container and go to http://localhost:9099/  
$> docker-compose up -d
 

Step 2: Add CakePHP Inertia plugin

  Install plugin via command line:
$> composer require cakedc/cakephp-inertia
  Once installed enable it in src/Application.php, adding at the bottom of bootstrap function:
$this->addPlugin('CakeDC/Inertia');
  or by command line:
$> bin/cake plugin load CakeDC/Inertia

 

Step 3: Create Vue App and install it

  To create Vue App type in command line:
$> bin/cake create_vue_app
  This command create in the resources directory the files that use our App, also create in root directory the files:
  • webpack.mix.js
  • package.json
  Then in root directory install with NPM:
$> npm install

 

Step 4: Create simple SPA (Single Page Application)

  Create a single page called dashboard that show values sets in a controller action We need to first add InertiaResponseTrait  
use CakeDC\Inertia\Traits\InertiaResponseTrait;   class PagesController extends AppController {    use InertiaResponseTrait;    ...  ...   }
  Create a new function that would look like this:
public function dashboard() {   //set default php layout of plugin that use vue   $this->viewBuilder()->setTheme('CakeDC/Inertia');     $page = [       'text' => 'hello world 1',       'other' => 'hello world 2',   ];   $this->set(compact('page')); }
  in config/routes.php uncomment lines to catch all routes:
$builder->connect('/{controller}', ['action' => 'index']); $builder->connect('/{controller}/{action}/*', []);
and comment line:
$builder->connect('/pages/*', 'Pages::display');
  Then create file resources/js/Components/Pages/Dashboard.vue that would look like this:
<script setup> import Layout from '../Layout' import { Head } from '@inertiajs/vue3' import {onMounted} from "vue";   defineProps({     csrfToken: String,     flash: Array,     page: Array, })     onMounted(() => {     console.log('Component Dashboard onMounted hook called') }) </script>   <template>     <Layout>         <Head title="Welcome" />         <h1>Welcome</h1>         <p>{{page.text}}</p>         <p>{{page.other}}</p>     </Layout> </template>
  On root directory execute:
$> npm run dev
  IMPORTANT: Whenever you modify the .vue templates, you must run this script. Go to http://localhost:9099/pages/dashboard to see that Dashboard Vue Component prints values assignments on Dashboard CakePHP function.
   

 

Step 5: Bake CRUD system

  For this example, we use sql file on config/sql/example/postgresql.pgsql   That creates a database with the relations     Once the database has been created, bake models and controllers as normal using:
$> bin/cake bake model Pages --theme CakeDC/Inertia $> bin/cake bake controller Pages --theme CakeDC/Inertia $> bin/cake bake model Tags --theme CakeDC/Inertia $> bin/cake bake controller Tags --theme CakeDC/Inertia $> bin/cake bake model Categories --theme CakeDC/Inertia $> bin/cake bake controller Categories --theme CakeDC/Inertia
  and bake templates using vue_template instead of template as:
$> bin/cake bake vue_template Pages --theme CakeDC/Inertia $> bin/cake bake vue_template Tags --theme CakeDC/Inertia $> bin/cake bake vue_template Categories --theme CakeDC/Inertia
  Again run:
$> npm run dev
  You can the results from this example by going to http://localhost:9099/pages/index   In the following recording you can see how to add, edit and delete a record without reloading the page at any time.

 

Step 6: Using prefix and adding a navigation menu

  Add route to prefix Admin on config/routes.php
$builder->prefix('admin', function (RouteBuilder $builder) {    $builder->fallbacks(DashedRoute::class); });
  To generate controllers and template with a prefix use --prefix option of bake command as:
$> bin/cake bake controller Pages --prefix Admin --theme CakeDC/Inertia $> bin/cake bake controller Tags --prefix Admin --theme CakeDC/Inertia $> bin/cake bake controller Categories --prefix Admin --theme CakeDC/Inertia $> bin/cake bake vue_template Pages --prefix Admin --theme CakeDC/Inertia $> bin/cake bake vue_template Tags --prefix Admin --theme CakeDC/Inertia $> bin/cake bake vue_template Categories --prefix Admin --theme CakeDC/Inertia
  You can add a horizontal menu to navigate through controllers   Edit resources/Components/Layout.vue and put inside header tag links as:
<header>    <Link as="button" href="/pages/index" class="button shadow radius right small">Pages</Link>    <Link as="button" href="/tags/index" class="button shadow radius right small">Tags</Link>    <Link as="button" href="/categories/index" class="button shadow radius right small">Categories</Link> </header>
  Again run:
$> npm run dev
  You can see the results from this  example by going to http://localhost:9099/admin/pages/index   In the following recording you can see how to add, edit and delete a record without reloading the page at any time and navigate through pages, tags and categories.

  Hopefully this example will make your experience easier! Let us know: [email protected].

When and why should you upgrade to CakePHP 5?

CakePHP 5.0.0 was released on September 10th. The current version as of today is 5.0.3 (released Nov 28th and compatible with PHP 8.3 https://github.com/cakephp/cakephp/releases/tag/5.0.3). You might be asking yourself some questions related to the upgrade… here's what we've been recommending to our clients to do since version 5 was released. Leaving aside the obvious reasons for an upgrade, today we're going to categorize the decision from 2 different points of view: Your current CakePHP version, and your role in the project.

When should you upgrade? 

  We are going to use current CakePHP version as the main criteria: * If you are in CakePHP <= 2   * We strongly recommend an upgrade as soon as possible. If you are unable to upgrade, try to keep your PHP version and all the underlying dependencies as fresh as you can and isolate the application as much as possible. If your application is internal, consider using a VPN blocking all outside traffic. If your site is open to the public, consider using an isolated environment, hardened. Adding a web application firewall and a strict set of rules could also help to mitigate potential security issues. Even if CakePHP is very secure, the older versions of CakePHP, like  1 and 2  have a very old code base , and other vendors/ libraries could be a serious security risk for your project at this point.   * If you are in CakePHP 3.x   * The effort to upgrade at least to CakePHP 4.x should not be a blocker. We would recommend upgrading at least to the latest CakePHP 4.5.x. You can actually "ignore" the deprecations for now, you don't need to plan for upgrading your authentication/authorization layers just yet, focus on getting your project stable and up to CakePHP 4.5.x in the first round.   * If you are in CakePHP 4.x   * Upgrading to CakePHP 5.x is not an immediate priority for you.   * I would say, 2024 is a good time to start planning for an upgrade. Feature and bugfix releases for 4.x will continue until September 2025. Security fixes will continue for 4.x until September 2026. You have plenty of time to consider an upgrade, and take advantage of newer (and faster!) PHP versions.  

Why should you upgrade? 

  We are going to use your role in the project to provide some good reasons: * If you are a developer   * More strict types, meaning better IDE support and more errors catched at development time.   * New features in CakePHP 5.x will make your code more readable, like Typed finder parameters https://book.cakephp.org/5/en/appendices/5-0-migration-guide.html#typed-finder-parameters      * Quality of life features, reducing development time like https://book.cakephp.org/5/en/appendices/5-0-migration-guide.html#plugin-installer   * Compatibility with PHP 8.3 for extra performance & support   * If you are a manager   * Ensure your development team is forced to drop old auth code and embrace the new authentication/authorization layer https://book.cakephp.org/5/en/appendices/5-0-migration-guide.html#auth   * The new authentication layer will allow you to easily integrate features like single sign on, two factor authentication or hardware keys (like Yubikeys), as there are plugins available handling all these features.   * Get an extended support window. CakePHP is one of the longest maintained frameworks out there, upgrading to CakePHP 5 will keep your core maintained past 2026.   * Upgrade to PHP 8.3 and force legacy vendors to be up to date with the new version, this will also push your team to get familiar with the new PHP core features.   * If you are an investor, not directly related with the project day-to-day operations   * Secure your inversion for a longer period.   * Reduce your exposure to security issues.   * Send a strong message to your partners, keeping your product updated with the latest technology trends.   * Send a strong message to your team, investing in the upgrade of your application will let them know the project is aiming for a long term future.   In conclusion, upgrading to CakePHP 5 is a good move for 2024 whether you're a developer, manager, or investor. The version 5 is stable and ready to go. Staying current becomes not just a best practice but a strategic advantage.   If you are in doubt, feel free to contact us. We'll review your case (for free) and provide an actionable recommendation based on your current situation in the next business day.  

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