ash/documentation/topics/security.md
Zach Daniel 5967ed3a48 improvement!: 3.0 (#955)
* improvement!: use `%Ash.NotSelected{}` for unselected values

* improvement!: default `require_atomic?` to `true`

* improvement!: raise errors on unknown generic action arguments

* improvement!: default bulk strategy to `:atomic`

* improvement!: warnings on `require_atomic?` `true` actions
improvement!: revise `Ash.NotSelected` to `Ash.NotLoaded`
improvement!: errors on unknown action inputs across the board

* doc: clarify wording in notifiers.md

closes #889

* improvement!: default `api.authorization.authorize` to `:by_default`

* improvement!: require the api when constructing changesets

this commit also fixes some work from prior commits around
the default value for the `authorize` option

* improvement!: code_interface.define_for -> code_interface.api

`code_interface.define_for` is now `code_interface.api`. Additionally, it is set automatically if the `api` option is specified on `use Ash.Resource`.

* improvement!: remove registries

* improvement!: pubsub notifier default to `previous_values?: false`
improvement!: requires_original_data? callback defaults to false

* improvement!: rename Ash.Calculation -> Ash.Resource.Calculation
improvement!: improve `Ash.Query.Calculation.new` signature
improvement!: anonymous function calculations now take lists and return lists
improvement!: make callback contexts into structs
improvement!: pass context to builtin lifecycle hook changes
improvement!: calculation arguments are now in the `arguments` key of the context

* chore: fix build

* improvement!: remove `aggregates` and `calculations` from `Filter.parse` and `Filter.parse_input`

* improvement: update spark to 2.0

* improvement!: make picosat_elixir optional with `simple_sat`

* improvement!: rename api to domain

* docs: add more info to upgrading guide

* docs: tweak docs formatting

* improvement!: remove `Ash.Changeset.new!`

* docs: update docs for `Ash.Changeset.new/1`

* improvement!: deprecate `private?: false` in favor of `public?: true`

* doc: add upgrade guide for private -> public

* improvement: update reactor to 3.0

* improvement!: default `default_accept` is now `[]`

* improvement!: `Ash.CiString.new/1` returns `nil` on `nil` input

* improvement!(Ash.Reactor): Improve integration with Ash 3.0 changes.

* improvement!: clean up and reorganize `Ash` functions

this is in preparation of deprecating the functions that are defined
on the api

improvement!: remove context-based functionality

* chore: update docs references from `Ash.Domain` to `Ash`

* chore: fix bad merge

* chore: fix context access in atomic changes

* improvement!: Deprecate calling functions on (domain) api in favor of `Ash`

* improvement!: add `attribute_public?` and update `attribute_writable?` behavior

* improvement!: update atomic behaviors, default to invalid

* chore: update downcase docs

* improvement!: changeset.filters -> changeset.filter

* improvement!: remove deprecated functions

* improvement!: remove and simplify `Ash.Filter.TemplateHelpers`

* improvement: import Ash.Expr in modules where it is used
improvement: require Ash.QUery in modules where it makes sense

* fix!: keyword lists are no longer special cased in ash expressions

* improvement: add structs for more context implementations

* chore: small tweaks, finish `:all` -> `:*` conversion

* chore: update DSL docs for multitenancy.global?

* improvement: ensure selects are applied on destroys
chore: remove TODOs

* chore: some docs changes

* improvement!: introduce strict mode to calculations

* chore: update tests

* improvement: support custom expressions

* docs: document custom expressions

* chore: fix and test custom expressions and function fragments
docs: update relevant docs w/ the changes

* improvement!: reverse order of before action & before transaction hooks

* improvement!: default read actions are now paginatable

* improvement!: require explicit accept lists in default actions

* chore: update docs

* improvement!: remove Ash.Flow and Ash.Engine

* chore: unlock unused deps

* chore: don't use unused variable

* chore: include ash flow change in upgrade guide

* improvement!: standardize various exception keys and names

* improvement!: use `Splode` for errors

* improvement: update upgrade guide to include Splode

* feat: code interface on the domain

* improvement: only require primary key if resource has actions or fields
improvement: only build schema if resource has actions or fields
improvement: verify primary key in its own verifier

* improvement: add `resource/1` builtin check

* improvement!: move simple_notifiers to an option instead of a DSL builder
improvement!: update spark for better autocomplete, configure autocomplete for key functions
docs: replace `an domain` with `a domain`

* improvement: better code interface documentation

* fix: set tenant on query so that root calles to Api.aggreagte work as expected (#929)

* chore: fixes from previous improvements

* chore: update splode

* chore: update splode

* improvement!: swap position of sort order and arguments in calculation sorting

* improvement!: add `include_nil?` aggregate option, and default it to `false`

* improvement: support notifiers within actions

* improvement: support specifying multiple filters

* improvement: add `sortable?` flags to all fields
improvement: support multiple filters on relationships

* improvement: support sensitive? on calculations and arguments

* improvement: validate resources in inputs to code interface

* chore: don't require explicit accept lists when using `default_accept :*`

* chore: update spark

* chore: update public attribute handling per 3.0

* improvement: update reactor and tests

* chore: better error message

* chore: fix rebase issue

* chore: handle merge issues
improvement: don't require domain on relationships if destination has domain

* improvement!: errors on unknown inputs for calculations

* improvement: always choose to cast atomic

* improvement: support casting some embeds atomically

* improvement: various 3.0 updates, documented in upgrade.md

* chore: Add failing tests for loads with with explicit domains. (#948)

Co-authored-by: James Harton <james@harton.nz>

* improvement: ensure non-static dynamic domains works

* improvement: add Ash.ToTenant protocol

* chore: add docs for no ToTenant option

* fix: properly construct new query in `build/3`

* chore: update simple_sat dependency

* chore: don't reselect when missing primary keys

* chore: remove IO.inspect

* chore: update spark

* chore: update spark

* improvement: use `Keyword.put_new` in `Ash.Context.to_opts` (#953)

* improvement: support bulk and atomic operations in code interfaces

---------

Co-authored-by: James Harton <james@harton.nz>
Co-authored-by: WIGGLES <55168935+WIGGLES-dev@users.noreply.github.com>
Co-authored-by: Dmitry Maganov <vonagam@gmail.com>
2024-03-27 16:31:59 -04:00

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Markdown

# Security
## Authorization Configuration
### `d:Ash.Domain.Dsl.authorization|require_actor?`
Requires that an actor is set for all requests.
Important: `nil` is still a valid actor, so this won't prevent providing `actor: nil`.
### `d:Ash.Domain.Dsl.authorization|authorize`
When to run authorization for a given request.
- `:by_default` sets `authorize?: true` if the `authorize?` option was not set (so it can be set to `false`). This is the default.
- `:always` forces `authorize?: true` on all requests to the domain.
- `:when_requested` sets `authorize?: true` whenever an actor is set or `authorize?: true` is explicitly passed. This is the default behavior.
## Sensitive Attributes
Using `sensitive? true` will cause the argument to be `** Redacted **` from the resource when logging or inspecting. In filter statements, any value used in the same expression as a sensitive attribute will also be redacted. For example, you might see: `email == "** Redacted **"` in a filter statement if `email` is marked as sensitive.
## Authorization
Authorization in Ash is done via authorizers. Generally, you won't need to create your own authorizer, as the builtin policy authorizer `Ash.Policy.Authorizer` should work well for any use case. Authorization is performed with a given actor and a query or changeset.
### Actors
An actor is the "entity performing the action". This is generally a user, but could potentially be an organization, a group, whatever makes sense for your use case. By default, when using Ash in code, authorization does not happen.
```elixir
# Does not perform authorization
Ash.read!(User)
```
However, if you either 1. provide an actor or 2. use the `authorize?: true` option, then authorization will happen.
```elixir
# Authorize with a `nil` actor (which is valid, i.e if no one is logged in and they are trying to list users)
Ash.read!(User, actor: nil)
# Authorize with a `nil` actor
Ash.read!(User, authorize?: true)
# Authorize with an actor
Ash.read!(User, actor: current_user)
# Authorize with an actor, but being explicit
Ash.read!(User, actor: current_user, authorize?: true)
# Skip authorization, but set an actor. The actor can be used in other things than authorization
# so this may make sense depending on what you are doing.
Ash.read!(User, actor: current_user, authorize?: false)
```
#### Where to set the actor
When setting an actor, if you are building a query or changeset, you should do so at the time that you call the various `for_*` functions. This makes the actor available in the context of any change that is run. For example:
```elixir
# DO THIS
Resource
|> Ash.Query.for_read(:read, input, actor: current_user)
|> Ash.read()
# DON'T DO THIS
Resource
|> Ash.Query.for_read(:read, input)
|> Ash.read(actor: current_user)
```
The second option "works" in most cases, but not all, because some `change`s might need to know the actor and will instead get `nil`.