|
| 1 | +Standardize Authentication Patterns and Security Schemes |
| 2 | +======================================================== |
| 3 | + |
| 4 | +:Status: Proposed |
| 5 | +:Date: 2026-04-07 |
| 6 | +:Deciders: Open edX Platform / API Working Group |
| 7 | +:Technical Story: Open edX REST API Standards - Consistent authentication patterns and security scheme usage |
| 8 | + |
| 9 | +Context |
| 10 | +======= |
| 11 | + |
| 12 | +Open edX APIs have inconsistent authentication patterns and security scheme implementations: |
| 13 | + |
| 14 | +* Some APIs use OAuth2, others use JWT, some use session authentication |
| 15 | +* Multiple authentication mechanisms are enabled globally but not consistently applied |
| 16 | +* Security scheme declarations don't match actual authentication behavior |
| 17 | +* External integrators cannot reliably predict which authentication method to use |
| 18 | +* Internal APIs mix authentication mechanisms without clear patterns |
| 19 | + |
| 20 | +This inconsistency creates confusion for: |
| 21 | +- External developers determining which auth method to implement |
| 22 | +- Internal teams maintaining consistent authentication patterns |
| 23 | +- Security reviews and compliance assessments |
| 24 | +- Automated tools expecting predictable authentication |
| 25 | + |
| 26 | +Decision |
| 27 | +======== |
| 28 | + |
| 29 | +1. **OAuth2 via Django OAuth Toolkit (DOT) MUST be the standard authentication |
| 30 | + mechanism for external API access** |
| 31 | +2. **JWT authentication MUST be used only for internal service-to-service communication** |
| 32 | +3. **Session authentication MUST be used only for browser-based UI interactions** |
| 33 | +4. **All new APIs MUST follow these authentication patterns based on use case** |
| 34 | +5. **Existing APIs MUST be audited and updated to follow consistent patterns** |
| 35 | + |
| 36 | +Implementation requirements: |
| 37 | + |
| 38 | +* External APIs (public, partner integrations): OAuth2 only |
| 39 | +* Internal APIs (service-to-service): JWT only |
| 40 | +* Browser-based APIs (UI interactions): Session only |
| 41 | +* DRF authentication classes must match the intended use case |
| 42 | +* No mixing of authentication mechanisms in single endpoints |
| 43 | + |
| 44 | +Consequences |
| 45 | +============ |
| 46 | + |
| 47 | +* Pros |
| 48 | + |
| 49 | + * Clear, predictable authentication patterns for different API use cases |
| 50 | + * Improved security through proper separation of auth mechanisms |
| 51 | + * Easier integration for external developers (OAuth2 standard) |
| 52 | + * Simplified internal service communication (JWT) |
| 53 | + * Better browser experience (session-based auth) |
| 54 | + |
| 55 | +* Cons / Costs |
| 56 | + |
| 57 | + * Existing APIs need audit and potential refactoring to match patterns |
| 58 | + * Teams need to understand and implement proper authentication choices |
| 59 | + * Some APIs may need to be split or redesigned for single auth mechanism |
| 60 | + * Migration effort for services currently using mixed authentication |
| 61 | + |
| 62 | +Relevance in edx-platform |
| 63 | +========================= |
| 64 | + |
| 65 | +* **OAuth2/DOT**: LMS uses Django OAuth Toolkit at ``/oauth2/`` |
| 66 | + (``lms/urls.py``, ``openedx/core/djangoapps/oauth_dispatch``). Settings include |
| 67 | + ``OAUTH2_PROVIDER_APPLICATION_MODEL``, ``OAUTH2_VALIDATOR_CLASS`` (e.g. |
| 68 | + ``EdxOAuth2Validator``). |
| 69 | +* **Current API auth**: ``openedx/core/lib/api/view_utils.view_auth_classes`` |
| 70 | + configures both **JWT** and **OAuth2** (Bearer) and session: |
| 71 | + |
| 72 | + .. code-block:: python |
| 73 | +
|
| 74 | + # openedx/core/lib/api/view_utils.py (current) |
| 75 | + func_or_class.authentication_classes = ( |
| 76 | + JwtAuthentication, |
| 77 | + BearerAuthenticationAllowInactiveUser, # OAuth2 Bearer via DOT |
| 78 | + SessionAuthenticationAllowInactiveUser |
| 79 | + ) |
| 80 | +
|
| 81 | +* **Bearer auth**: ``openedx/core/lib/api/authentication.py`` implements |
| 82 | + ``BearerAuthentication`` / ``BearerAuthenticationAllowInactiveUser`` using |
| 83 | + ``oauth2_provider`` (DOT) for access token validation. |
| 84 | + |
| 85 | +Code examples (authentication patterns by use case) |
| 86 | +=================================================== |
| 87 | + |
| 88 | +* **External API (OAuth2 only):** |
| 89 | + |
| 90 | +.. code-block:: python |
| 91 | +
|
| 92 | + from rest_framework import viewsets |
| 93 | + from openedx.core.lib.api.authentication import BearerAuthenticationAllowInactiveUser |
| 94 | + from rest_framework.permissions import IsAuthenticated |
| 95 | +
|
| 96 | + class ExternalCourseViewSet(viewsets.ViewSet): |
| 97 | + """External API for course data - OAuth2 authentication only.""" |
| 98 | + authentication_classes = [BearerAuthenticationAllowInactiveUser] |
| 99 | + permission_classes = [IsAuthenticated] |
| 100 | +
|
| 101 | +* **Internal Service API (JWT only):** |
| 102 | + |
| 103 | +.. code-block:: python |
| 104 | +
|
| 105 | + from rest_framework import viewsets |
| 106 | + from openedx.core.lib.api.authentication import JwtAuthentication |
| 107 | + from rest_framework.permissions import IsAuthenticated |
| 108 | +
|
| 109 | + class InternalServiceViewSet(viewsets.ViewSet): |
| 110 | + """Internal service-to-service API - JWT authentication only.""" |
| 111 | + authentication_classes = [JwtAuthentication] |
| 112 | + permission_classes = [IsAuthenticated] |
| 113 | +
|
| 114 | +* **Browser-based API (Session only):** |
| 115 | + |
| 116 | +.. code-block:: python |
| 117 | +
|
| 118 | + from rest_framework import viewsets |
| 119 | + from openedx.core.lib.api.authentication import SessionAuthenticationAllowInactiveUser |
| 120 | + from rest_framework.permissions import IsAuthenticated |
| 121 | +
|
| 122 | + class BrowserUIViewSet(viewsets.ViewSet): |
| 123 | + """Browser UI API - Session authentication only.""" |
| 124 | + authentication_classes = [SessionAuthenticationAllowInactiveUser] |
| 125 | + permission_classes = [IsAuthenticated] |
| 126 | +
|
| 127 | +Implementation Notes |
| 128 | +==================== |
| 129 | + |
| 130 | +* Audit existing APIs to identify authentication pattern violations |
| 131 | +* Create guidelines for determining appropriate authentication mechanism |
| 132 | +* Update global authentication configurations to enforce patterns |
| 133 | +* Provide migration guidance for APIs currently using mixed authentication |
| 134 | +* Document authentication patterns for development teams |
| 135 | + |
| 136 | +Rollout Plan |
| 137 | +------------ |
| 138 | + |
| 139 | +1. Audit existing APIs and categorize by intended use case (external/internal/browser) |
| 140 | +2. Update global authentication configurations to prevent mixed authentication |
| 141 | +3. Refactor high-priority APIs to follow single-authentication patterns |
| 142 | +4. Create development guidelines and documentation for authentication choices |
| 143 | +5. Implement automated testing to validate authentication pattern compliance |
| 144 | +6. Monitor and enforce authentication patterns in code reviews |
| 145 | + |
| 146 | +References |
| 147 | +========== |
| 148 | + |
| 149 | +* Django REST Framework - Authentication and permissions |
| 150 | +* Django OAuth Toolkit documentation |
| 151 | +* Open edX Authentication Patterns Guide |
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