clinch/docs/rodauth-oauth-quick-reference.md

# Rodauth-OAuth: Quick Reference Guide

## What Is It?
A production-ready Ruby gem implementing OAuth 2.0 and OpenID Connect. Think of it as a complete, standards-certified OAuth/OIDC server library for Ruby apps.

## Key Stats
- **Framework**: Roda (not Rails, but works with Rails via wrapper)
- **Features**: 34 modular features you can enable/disable
- **Certification**: Officially certified for 11 OpenID Connect profiles
- **Test Coverage**: Hundreds of tests
- **Status**: Production-ready, actively maintained

## Why Consider It?

### Advantages Over Your Implementation
1. **Complete OAuth/OIDC Implementation**
   - All major grant types supported
   - Certified compliance with standards
   - 20+ RFC implementations

2. **Security Features**
   - Token hashing (bcrypt) by default
   - DPoP support (token binding)
   - TLS mutual authentication
   - Proper scope enforcement

3. **Advanced Token Management**
   - Refresh tokens (you don't have)
   - Token revocation
   - Token introspection
   - Token rotation policies

4. **Low Maintenance**
   - Well-tested codebase
   - Active community
   - Regular spec updates
   - Battle-tested in production

5. **Extensible**
   - Highly configurable
   - Override any behavior you need
   - Database-agnostic
   - Works with any SQL DB

### What Your Implementation Does Better
1. **Simplicity** - Fewer lines of code, easier to understand
2. **Rails Native** - No need to learn Roda
3. **Control** - Full ownership of the codebase
4. **Minimal Dependencies** - Just JWT and OpenSSL

## Architecture Overview

### Your Current Setup
```
Rails App
  └─ OidcController (450 lines)
      ├─ /oauth/authorize
      ├─ /oauth/token
      ├─ /oauth/userinfo
      └─ /logout

Models:
  ├─ OidcAuthorizationCode
  ├─ OidcAccessToken
  └─ OidcUserConsent

Features Supported:
  ├─ Authorization Code Flow ✓
  ├─ PKCE ✓
  └─ Basic OIDC ✓

NOT Supported:
  ├─ Refresh Tokens
  ├─ Token Revocation
  ├─ Token Introspection
  ├─ Client Credentials Grant
  ├─ Device Code Flow
  ├─ Session Management
  ├─ Front/Back-Channel Logout
  └─ Dynamic Client Registration
```

### Rodauth-OAuth Setup
```
Roda App (web framework)
  └─ Rodauth Plugin (authentication/authorization)
      ├─ oauth_base (foundation)
      ├─ oauth_authorization_code_grant
      ├─ oauth_pkce
      ├─ oauth_jwt (optional)
      ├─ oidc (OpenID core)
      ├─ oidc_session_management (optional)
      ├─ oidc_rp_initiated_logout (optional)
      ├─ oidc_frontchannel_logout (optional)
      ├─ oidc_backchannel_logout (optional)
      ├─ oauth_token_revocation (optional)
      ├─ oauth_token_introspection (optional)
      ├─ oauth_client_credentials_grant (optional)
      └─ ... (28+ more optional features)

Routes Generated Automatically:
  ├─ /.well-known/openid-configuration ✓
  ├─ /.well-known/jwks.json ✓
  ├─ /oauth/authorize ✓
  ├─ /oauth/token ✓
  ├─ /oauth/userinfo ✓
  ├─ /oauth/introspect (optional)
  ├─ /oauth/revoke (optional)
  └─ /logout ✓
```

## Database Schema Comparison

### Your Current Tables
```
oidc_authorization_codes
  ├─ id
  ├─ user_id
  ├─ application_id
  ├─ code (unique)
  ├─ redirect_uri
  ├─ scope
  ├─ nonce
  ├─ code_challenge
  ├─ code_challenge_method
  ├─ used (boolean)
  ├─ expires_at
  └─ created_at

oidc_access_tokens
  ├─ id
  ├─ user_id
  ├─ application_id
  ├─ token (unique)
  ├─ scope
  ├─ expires_at
  └─ created_at

oidc_user_consents
  ├─ user_id
  ├─ application_id
  ├─ scopes_granted
  └─ granted_at

applications
  ├─ id
  ├─ name
  ├─ client_id (unique)
  ├─ client_secret
  ├─ redirect_uris (JSON)
  ├─ app_type
  └─ ... (few more fields)
```

### Rodauth-OAuth Tables
```
accounts (from rodauth)
  ├─ id
  ├─ status_id
  ├─ email
  └─ password_hash

oauth_applications (75+ columns!)
  ├─ Basic: id, account_id, name, description
  ├─ OAuth: client_id, client_secret, redirect_uri, scopes
  ├─ Config: token_endpoint_auth_method, grant_types, response_types
  ├─ JWT/JWKS: jwks_uri, jwks, jwt_public_key
  ├─ OIDC: subject_type, id_token_signed_response_alg, etc.
  ├─ PAR: require_pushed_authorization_requests
  ├─ DPoP: dpop_bound_access_tokens
  ├─ TLS: tls_client_auth_* fields
  └─ Logout: post_logout_redirect_uris, frontchannel_logout_uri, etc.

oauth_grants (consolidated - replaces your two tables!)
  ├─ id, account_id, oauth_application_id
  ├─ type (authorization_code, refresh_token, etc.)
  ├─ code, token, refresh_token (with hashed versions)
  ├─ expires_in, revoked_at
  ├─ scopes, access_type
  ├─ code_challenge, code_challenge_method (PKCE)
  ├─ user_code, last_polled_at (Device code grant)
  ├─ nonce, acr, claims (OIDC)
  ├─ dpop_jkt (DPoP)
  └─ certificate_thumbprint, resource (advanced)

[Optional tables for features you enable]
```

## Feature Comparison Matrix

| Feature | Your Code | Rodauth-OAuth | Effort to Add* |
|---------|-----------|---------------|--------|
| Authorization Code Flow | ✓ | ✓ | N/A |
| PKCE | ✓ | ✓ | N/A |
| Refresh Tokens | ✗ | ✓ | 1-2 weeks |
| Token Revocation | ✗ | ✓ | 1 week |
| Token Introspection | ✗ | ✓ | 1 week |
| Client Credentials Grant | ✗ | ✓ | 2 weeks |
| Device Code Flow | ✗ | ✓ | 3 weeks |
| JWT Access Tokens | ✗ | ✓ | 1 week |
| Session Management | ✗ | ✓ | 2-3 weeks |
| Front-Channel Logout | ✗ | ✓ | 1-2 weeks |
| Back-Channel Logout | ✗ | ✓ | 2 weeks |
| Dynamic Client Reg | ✗ | ✓ | 3-4 weeks |
| Token Hashing | ✗ | ✓ | 1 week |

*Time estimates for adding to your implementation

## Code Examples

### Rodauth-OAuth: Minimal OAuth Server
```ruby
# Gemfile
gem 'roda'
gem 'rodauth-oauth'
gem 'sequel'

# lib/auth_server.rb
class AuthServer < Roda
  plugin :sessions, secret: ENV['SESSION_SECRET']
  plugin :rodauth do
    db DB
    enable :login, :logout, :create_account, 
           :oidc, :oauth_pkce, :oauth_authorization_code_grant,
           :oauth_token_revocation
    
    oauth_application_scopes %w[openid email profile]
    oauth_require_pkce true
  end
  
  route do |r|
    r.rodauth  # All OAuth endpoints auto-mounted!
    
    # Your app logic here
  end
end
```

That's it! All these endpoints are automatically available:
- GET /.well-known/openid-configuration
- GET /.well-known/jwks.json
- GET /oauth/authorize
- POST /oauth/token
- POST /oauth/revoke
- GET /oauth/userinfo
- GET /logout

### Your Current Approach
```ruby
# app/controllers/oidc_controller.rb
class OidcController < ApplicationController
  def authorize
    # 150 lines of validation logic
  end
  
  def token
    # 100 lines of token generation logic
  end
  
  def userinfo
    # 50 lines of claims logic
  end
  
  def logout
    # 50 lines of logout logic
  end
  
  private
  
  def validate_pkce(auth_code, code_verifier)
    # 50 lines of PKCE validation
  end
end
```

## Integration Paths

### Option 1: Stick with Your Implementation
- Keep building features incrementally
- Effort: 2-3 months to reach feature parity
- Pro: Rails native, full control
- Con: Continuous maintenance burden

### Option 2: Switch to Rodauth-OAuth
- Learn Roda/Rodauth (1-2 weeks)
- Migrate database (1 week)
- Replace 450 lines of code with config (1 week)
- Testing & validation (2-3 weeks)
- Effort: 4-8 weeks total
- Pro: Production-ready, certified, maintained
- Con: Different framework (Roda)

### Option 3: Hybrid Approach
- Keep your Rails app for business logic
- Use rodauth-oauth as separate OAuth/OIDC service
- Services communicate via HTTP/APIs
- Effort: 2-3 weeks (independent services)
- Pro: Best of both worlds
- Con: Operational complexity

## Decision Matrix

### Use Rodauth-OAuth If You Need...
- [x] Standards compliance (OpenID certified)
- [x] Multiple grant types (Client Credentials, Device Code, etc.)
- [x] Token revocation/introspection
- [x] Refresh tokens
- [x] Advanced logout (front/back-channel)
- [x] Session management
- [x] Token hashing/security best practices
- [x] Hands-off maintenance
- [x] Production-battle-tested code

### Keep Your Implementation If You...
- [x] Only need Authorization Code + PKCE
- [x] Want zero Roda/external framework learning
- [x] Value Rails patterns over standards
- [x] Like to understand every line of code
- [x] Can allocate time for ongoing maintenance
- [x] Prefer minimal dependencies

## Key Differences You'll Notice

### 1. Framework Paradigm
- **Your impl**: Rails (MVC, familiar)
- **Rodauth**: Roda (routing-focused, lightweight)

### 2. Database ORM
- **Your impl**: ActiveRecord (Rails native)
- **Rodauth**: Sequel (lighter, more control)

### 3. Configuration Style
- **Your impl**: Rails initializers, environment variables
- **Rodauth**: Plugin block with DSL

### 4. Model Management
- **Your impl**: Rails models with validations, associations
- **Rodauth**: Minimal models, logic in database

### 5. Testing Approach
- **Your impl**: RSpec, model/controller tests
- **Rodauth**: Request-based integration tests

## File Locations (If You Switch)

```
Current Structure
├── app/controllers/oidc_controller.rb
├── app/models/
│   ├── oidc_authorization_code.rb
│   ├── oidc_access_token.rb
│   └── oidc_user_consent.rb
├── app/services/oidc_jwt_service.rb
├── db/migrate/*oidc*.rb

Rodauth-OAuth Equivalent
├── lib/rodauth_app.rb           # Configuration (replaces most controllers)
├── app/views/rodauth/           # Templates (consent form, etc.)
├── config/routes.rb             # Simple: routes mount rodauth
└── db/migrate/*rodauth_oauth*.rb
```

## Performance Considerations

### Your Implementation
- Small tables → fast queries
- Fewer columns → less overhead
- Simple token validation
- Estimated: 5-10ms per token validation

### Rodauth-OAuth
- More columns, but same queries
- Optional token hashing (slight overhead)
- More features = more options checked
- Estimated: 10-20ms per token validation
- Can be optimized: disable unused features

## Getting Started (If You Want to Explore)

1. **Review the code**
   ```bash
   cd /Users/dkam/Development/clinch/tmp/rodauth-oauth
   ls -la lib/rodauth/features/  # See all features
   cat examples/oidc/authentication_server.rb  # Full working example
   ```

2. **Run the example**
   ```bash
   cd /Users/dkam/Development/clinch/tmp/rodauth-oauth/examples
   ruby oidc/authentication_server.rb  # Starts server on http://localhost:9292
   ```

3. **Read the key files**
   - README.md: Overview
   - MIGRATION-GUIDE-v1.md: Version migration (shows architecture)
   - test/migrate/*.rb: Database schema
   - examples/oidc/*.rb: Complete working implementation

## Next Steps

1. **If keeping your implementation:**
   - Prioritize refresh token support
   - Add token revocation endpoint
   - Consider token hashing

2. **If exploring rodauth-oauth:**
   - Run the example server
   - Review the feature files
   - Check if hybrid approach works for your org

3. **For either path:**
   - Document your decision
   - Plan feature roadmap
   - Set up appropriate monitoring

---

**Bottom Line**: Rodauth-OAuth is the "production-grade" option if you need comprehensive OAuth/OIDC. Your implementation is fine if you keep features minimal and have maintenance bandwidth.