diff doc/upgrading.txt @ 8411:ef1ea918b07a reauth-confirm_id

feat(security): Add user confirmation/reauth for sensitive changes Auditors can raise Reauth(reason) exception to require the user to enter a token (e.g. account password) to verify the user is performing the change. Naming is subject to change. actions.py: New ReauthAction class handler and verifyPassword() method for overriding if needed. client.py: Handle Reauth exception by calling Client:reauth() method. Default client:reauth method. Add 'reauth' action declaration. exceptions.py: Define and document Reauth exception as a subclass of RoundupCGIException. templating.py: Define method utils.embed_form_fields(). The original form making a change to the database has a lot of form fields. These need to be resubmitted to Roundup as part of the form submission that verifies the user's password. This method turns all non file form fields into type=hidden inputs. It escapes the names and values to prevent XSS. For file form fields, it base64 encodes the contents and puts them in hidden pre blocks. The pre blocks have data attributes for the filename, filetype and the original field name. (Note the original field name is not used.) This stops the file content data (maybe binary e.g. jpegs) from breaking the html page. The reauth template runs JavaScript that turns the encoded data inside the pre tags back into a file. Then it adds a multiple file input control to the page and attaches all the files to it. This file input is submitted with the rest of the fields. _generic.reauth.html (multiple tracker templates): Generates a form with id=reauth_form to: display any message from the Reauth exception to the user (e.g. why user is asked to auth). get the user's password submit the form embed all the form data that triggered the reauth recreate any file data that was submitted as part of the form and generate a new file input to push the data to the back end It has the JavaScript routine (as an IIFE) that regenerates a file input without user intervention. All the TAL based tracker templates use the same form. There is also one for the jinja2 template. The JavaScript for both is the same. reference.txt: document embed_form_fields utility method. upgrading.txt: initial upgrading docs. TODO: Finalize naming. I am leaning toward ConfirmID rather than Reauth. Still looking for a standard name for this workflow. Externalize the javascript in _generic.reauth.html to a seperate file and use utils.readfile() to embed it or change the script to load it from a @@file url. Clean up upgrading.txt with just steps to implement and less feature detail/internals. Document internals/troubleshooting in reference.txt. Add tests using live server.
author John Rouillard <rouilj@ieee.org>
date Mon, 11 Aug 2025 14:01:12 -0400
parents 7d1b50c02835
children 0663a7bcef6c
line wrap: on
line diff
--- a/doc/upgrading.txt	Mon Aug 11 02:37:49 2025 -0400
+++ b/doc/upgrading.txt	Mon Aug 11 14:01:12 2025 -0400
@@ -103,6 +103,71 @@
 
   </details>
 
+.. index:: Upgrading; 2.5.0 to 2.6.0
+
+Migrating from 2.5.0 to 2.6.0
+=============================
+
+Support authorized changes in your tracker (optional)
+-----------------------------------------------------
+
+An auditor can require change verification with user's password.
+
+When changing sensitive information (e.g. passwords) it is
+useful to ask for a validated authorization. This makes sure
+that the user is present by typing their password.
+
+In an auditor adding::
+
+   from roundup.cgi.exceptions import Reauth
+
+   if 'password' in newvalues and not getattr(db, 'reauth_done', False):
+      raise Reauth('Add an optional message to the user')
+
+will present the user with a authorization page and optional message
+when the password is changed.  The page is generated from the
+``_generic.reauth.html`` template by default.
+
+Once the user enters their password and submits the page, the
+password will be verified using:
+
+    roundup.cgi.actions:LoginAction::verifyPassword()
+
+If the password is correct the original change is done.
+
+To prevent the auditor from trigering another Reauth, the
+attribute ``reauth_done`` is added to the db object. As a result,
+the getattr call will return True and not raise Reauth.
+
+You get one reauth for a submitted change. Note you cannot Reauth
+multiple properties separately. If you need to auth multiple
+properties separately, you need to reject the change and force the
+user to submit each sensitive property separately.  For example::
+
+   if 'password' in newvalues and 'realname' in newvalues:
+      raise Reject('Changing the username and the realname '
+		   'at the same time is not allowed. Please '
+		   'submit two changes.')
+
+   if 'password' in newvalues and not getattr(db, 'reauth_done', False):
+      raise Reauth()
+
+   if 'realname' in newvalues and not getattr(db, 'reauth_done', False):
+      raise Reauth()
+
+See also: client.py:Client:reauth(self, exception) which can be changed
+using interfaces.py in your tracker.
+
+You should copy ``_generic.reauth.html`` into your tracker's html
+subdirectory. See the classic template directory for a copy. If you
+are using jinja2, see the jinja2 template directory.  Then you can
+raise a Reauth exception and have the proper page displayed.
+
+Also javascript *MUST* be turned on if this is used with a file
+input. If JavaScript is not turned on, attached files are lost during
+the reauth step. Information from other types of inputs (password,
+date, text etc.) do not need JavaScript to work.
+
 .. index:: Upgrading; 2.4.0 to 2.5.0
 
 Migrating from 2.4.0 to 2.5.0

Roundup Issue Tracker: http://roundup-tracker.org/