searls-auth

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Searls-flavored login for Rails apps

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# searls-auth

[![Certified Shovelware](https://justin.searls.co/img/shovelware.svg)](https://justin.searls.co/shovelware/)

This gem provides a Ruby on Rails engine that implements a minimal, opinionated, and pleasant email-based authentication system. It has zero other dependencies, which is the correct number of dependencies.

For a detailed walk-through with pictures and whatnot, check out this [example app README](/example/simple_app/README.md). Below you'll find the basic steps for getting started.

## Install it

Add it to your Gemfile and `bundle` it:

```ruby
gem "searls-auth"
```

## Mount it

Next, you need to mount the gem's Engine to host any of the authentication controllers and mailers.

You can mount the engine at whatever you path you like (mounting it to "/" can result in some goofy behavior, so maybe not that one). I just do "/auth" because I'm boring:

```ruby
# config/routes.rb
Rails.application.routes.draw do
  # …
  mount Searls::Auth::Engine => "/auth"
  # …
end
```

If you run your development server and visit [http://localhost:3000/auth/login](http://localhost:3000/auth/login), you should see an ugly login page. (If things look really goofy, it's because the gem defaults to your app's `"application"` layout).

## Secure it

If you've got a `User` model with an `email` attribute, you're two-thirds of the way to this thing working. All you need now is to associate [a secure token](https://api.rubyonrails.org/classes/ActiveRecord/TokenFor/ClassMethods.html#method-i-generates_token_for) with the model named `:email_auth`.

```ruby
# app/models/user.rb
class User < ApplicationRecord
  # …
  generates_token_for :email_auth, expires_in: 30.minutes
  # …
end
```

(You can [name all these things whatever you want](#configure-it), but this is what searls-auth will assume by default.)

I'm writing this README as I add searls-auth to my new [POSSE Party](https://posseparty.com) app. As soon as I added the above line I visited [http://localhost:3000/auth/login](http://localhost:3000/auth/login), typed in my email, hit "Log in", and saw this email get sent (thanks to [letter_opener](https://github.com/ryanb/letter_opener)):

![A default searls-auth login email](https://github.com/user-attachments/assets/07114dae-a95b-49bd-ba57-92042c62c1b7)

When I pasted in the six-digit code into the (also ugly) default verification page, it auto-submitted the form. That's because my has a vanilla [import maps](https://guides.rubyonrails.org/working_with_javascript_in_rails.html#import-maps) configuration, the least-bad of the various JavaScript ordeals Rails has on offer. (Don't use import maps? Then I leave figuring out how to load the gem's [Stimulus controllers](app/javascript/controllers/searls_auth_login_controller.js) as an exercise to the reader.)

I repeated the process to ensure the "magic link" also would have worked by visiting [http://localhost:3000/auth/logout](http://localhost:3000/auth/logout) and then clicking the link.

## Configure it

Almost every user-facing thing searls-auth does is configurable, because authentication is an _intimate and precious_ thing that every application must find a way to tweak, brand, and confuse.

To configure things, create an initializer:

```
touch config/initializers/searls_auth.rb
```

And paste this into it as a starting point:

```ruby
Rails.application.config.after_initialize do
  Searls::Auth.configure do |config|
    # You can find the defaults here-ish:
    # https://github.com/searlsco/searls-auth/blob/main/lib/searls/auth.rb#L14
    #
    # The expected type of each option is documented inline here-ish:
    # https://github.com/searlsco/searls-auth/blob/main/lib/searls/auth/config.rb#L3
    #
    # (Note that many options can take a proc or a value, which you may want)
    #
    # Override any option like this:
    # config.app_name = "POSSE Party"
  end
end
```
As stated in the comment above, you can find each configuration and its default value in the code.

### Customize user lookup

searls-auth uses separate hooks to find users by email for login vs registration:

- `config.user_finder_by_email` is used by login.
- `config.user_finder_by_email_for_registration` is used by registration to find an existing row to update (e.g., “upgrade” an existing user record).

If `user_finder_by_email_for_registration` returns a persisted user, searls-auth will block the registration attempt unless `config.existing_user_registration_blocked_predicate.call(user, params)` returns `false`.

### Choose your login methods

By default, users can log in either by clicking a magic link or by entering a 6‑digit code they receive via email. This is controlled by the `auth_methods` configuration:

```ruby
# config/initializers/searls_auth.rb
Rails.application.config.after_initialize do
  Searls::Auth.configure do |config|
    # Defaults:
    config.auth_methods = [:email_link, :email_otp]

# Email OTPs expire after 30 minutes by default.
    # config.email_otp_expiry_minutes = 10

# Link-only (no code in emails, no OTP input shown):
    # config.auth_methods = :email_link

# Code-only (no link in emails; OTP input shown):
    # config.auth_methods = :email_otp
  end
end
```

One reason you might want to disable e-mail OTP is that it exposes your users to [a pretty easy-to-implement man-in-the-middle attack](https://blog.danielh.cc/blog/passwords).

### Email verification modes

Control whether registration triggers verification emails and whether password login requires a verified email.

```ruby
# config/initializers/searls_auth.rb
Rails.application.config.after_initialize do
  Searls::Auth.configure do |config|
    # :none (default): No verification emails on registration; password login allowed immediately.
    # :optional: Send a verification email on registration, allow password login, but remind users until verified.
    # :required: Send a verification email on registration and block password login until verified.
    config.email_verification_mode = :none # or :optional, :required
  end
end
```

If you enable the built‑in password login (`config.auth_methods` includes `:password`), we assume your `User` model uses `has_secure_password` (or you can provide custom hooks via `password_verifier` and `password_setter`). Verification status is checked via `email_verified_at` by default and can be customized with `email_verified_predicate`/`email_verified_setter`.

### Password login

Enabling `:password` adds email+password fields to the login and registration flows. Minimal setup looks like this:

```ruby
# app/models/user.rb
class User < ApplicationRecord
  has_secure_password

# uncomment if enabling auth_methods :email_link or :email_otp
  # generates_token_for :email_auth, expires_in: 30.minutes
end

# db/migrate/XXXX_add_password_columns.rb
class AddPasswordColumns < ActiveRecord::Migration[8.0]
  def change
    add_column :users, :password_digest, :string
    add_column :users, :email_verified_at, :datetime
  end
end

# config/initializers/searls_auth.rb
Rails.application.config.after_initialize do
  Searls::Auth.configure do |config|
    config.auth_methods = [:password] # or any combination like [:password, :email_link, :email_otp]
    config.email_verification_mode = :required # :none and :optional supported too
  end
end
```

If you already have legacy password hashing, override `password_verifier`/`password_setter` to wrap it, otherwise we'll use conventional `bcrypt` with `has_secure_password` and `password_digest` comparisons. Likewise, if email verification lives on a different column or association, use `email_verified_predicate`/`email_verified_setter` to adapt.

All successful logins still render through the same flows, so make sure your app handles `session[:user_id]` uniformly regardless of which auth method succeeded.

If a registration request doesn't supply a `redirect_path` parameter, searls-auth now falls back to `config.redirect_path_after_register` when choosing both the post-registration redirect and the link embedded in verification emails. Override that proc to point brand-new users somewhere more purposeful than the default root path.

Likewise, successful logins fall back to `config.redirect_path_after_login` whenever no redirect parameters are supplied. Set it to a dashboard or home screen to spare users from landing on `/`.

### Password reset

When `auth_methods` includes `:password`, the engine renders a "Forgot your password?" link beneath the login form. Clicking it walks through a two-step flow: request a reset email and then choose a new password. To enable it, make sure your `User` model issues a token named `:password_reset`. If your app cannot send email, disable the link entirely with `config.password_reset_enabled = false`.

```ruby
# app/models/user.rb
class User < ApplicationRecord
  has_secure_password

# You can skip this if password reset is not enabled:
  generates_token_for :password_reset, expires_in: 30.minutes
end
```

Adjust the expiry window by updating the `expires_in` value above or by providing a custom generator via configuration.

Need rate limiting or business rules before delivering reset emails? Return `false` or `:halt` from `before_password_reset` to silently skip sending while preserving the standard response.

By default we generate tokens via `generates_token_for`, send mail from `Searls::Auth::PasswordResetMailer`, and log the user in immediately after a successful reset. You can override any piece of that behavior:

```ruby
Searls::Auth.configure do |config|
  config.password_reset_token_generator = ->(user) { user.generate_token_for(:password_reset) }
  config.password_reset_token_finder = ->(token) { PasswordResetTokenStore.lookup(token) }
  config.auto_login_after_password_reset = false # redirect back to login instead
  config.mail_password_reset_template_path = "my_auth/password_reset_mailer"
  config.mail_password_reset_template_name = "email"
  config.before_password_reset = ->(user, params, controller) do
    PasswordResetThrottle.allow?(user_id: user&.id, ip: controller.request.remote_ip)
  end
  config.password_reset_request_view = "my_auth/password_resets/request"
  config.password_reset_edit_view = "my_auth/password_resets/edit"
  config.password_reset_enabled = false if Rails.env.development? # hide link without SMTP
end
```

### Account settings

When password authentication is enabled you can wire any settings UI to the engine by posting to `searls_auth.settings_path`. A simple Rails form looks like:

```erb
<%= form_with scope: :settings,
      url: searls_auth.settings_path,
      method: :patch,
      local: true do |f| %>
  <%= f.password_field :current_password %>
  <%= f.password_field :password %>
  <%= f.password_field :password_confirmation %>
  <%= f.submit "Save" %>
<% end %>
```

The controller will rotate or set passwords, requiring the current password when appropriate.

Configure where users land afterwards by overriding `config.redirect_path_after_settings_change` in your initializer so it points back to your own settings page:

```ruby
Searls::Auth.configure do |config|
  config.redirect_path_after_settings_change = ->(_user, _params, _request, routes) { routes.settings_path }
end
```

If you track password state differently, provide your own `config.password_present_predicate`. You can also adjust the flash messages: `flash_notice_after_settings_update`, `flash_error_after_settings_current_password_missing`, and `flash_error_after_settings_current_password_invalid`.

Want to tweak copy? Override the flash messages `flash_notice_after_password_reset_email`, `flash_notice_after_password_reset`, `flash_error_after_password_reset_token_invalid`, `flash_error_after_password_reset_password_mismatch`, and `flash_error_after_password_reset_password_blank`, or shadow the mailer templates at `app/views/searls/auth/password_reset_mailer/password_reset.html.erb` and `.text.erb`.

#### Triggering a (re)verification email

Users can request another verification email. The engine exposes a PATCH endpoint and helper you can call from your app:

```erb
<%# Anywhere in your app %>
<%= link_to "Resend verification email",
            searls_auth.resend_email_verification_path,
            data: { turbo_method: :patch } %>
```

This uses the same mailer and template as login emails. You can override the template in two ways:

- Configure the template path/name:

```ruby
Searls::Auth.configure do |config|
  config.mail_login_template_path = "my_auth/mailer"
  config.mail_login_template_name = "login_link"
end
```

- Or create views that shadow the engine’s defaults at `app/views/searls/auth/login_link_mailer/login_link.html.erb` and `.text.erb` in your app.

### Common configurations

| `auth_methods` | `email_verification_mode` | Behavior |
| --- | --- | --- |
| `[:email_link, :email_otp]` (default) | `:none` | Passwordless magic link + email OTP. Registration links go straight to the verify screen. |
| `[:password]` | `:none` | Classic email/password. No email is sent; verify routes redirect back to login. |
| `[:password, :email_link, :email_otp]` | `:optional` | Users can log in with either password or email. Registration logs the user in immediately and also emails a verification link. |
| `[:password, :email_link]` | `:required` | Registration emails a link and blocks password login until verified. Resend verification is exposed at `searls_auth.resend_email_verification_path`. |

In every case, `redirect_path` values are normalized to on-site URLs, so forwarding someone to login with `redirect_path: some_path` keeps the eventual redirect on your domain.

You can optionally pass `redirect_host` to redirect to another host (e.g., an admin subdomain or another app).

When redirecting to another host, you can append an SSO token by setting `config.sso_token_for_cross_domain_redirects` (defaults to `nil`). It is called with `(user, request, target_host)` and should return a token string or `nil`.

### Multi-domain logout bounce

The engine provides `searls_auth.logout_path`, which clears the current session on the current host.

If your app uses multiple cookie domains, the engine cannot clear the other domain’s session cookie. The simplest approach is to implement logout in your host app and “bounce” through the other domain(s), clearing each cookie in turn.

If you mount the engine at `/`, you can shadow its `/logout` route by defining your own `get "/logout"` route before the `mount` line. Your controller can call `Searls::Auth::ResetsSession.new.reset(self, except_for: [...])` and then redirect to your other domain’s logout endpoint with a `return_to` back to your primary domain.

## Use it

Of course, having a user be "logged in" or not doesn't mean anything if your application doesn't do anything with the knowledge. Users that are logged in will have `session[:user_id]` set to the value of the logged-in user's ID. Logged out users won't have anything set to `session[:user_id]`. What you do with that is your job, not this gem. (Wait, after 20 years does this mean I finally understand the difference between authentication and authorization? Better late than never.)

If this is your first rodeo and you just read the previous paragraph and thought, _yeah, but now what?_, check out the tail end of the [example app README](/example/simple_app/README.md#5-require-authentication-for-appropriate-actions), which shows an approach that a lot of apps use.

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