# Phase 3: Keycloak Integration - Checklist ## ✅ Overview Implement Keycloak JWT authentication, user extraction, and group-based branch access control. Replace placeholder authentication with real Keycloak integration. ## 📋 Completed Tasks ### Keycloak Library - [x] Create `src/lib/keycloak.ts` (300+ lines) - [x] Define KeycloakConfig interface - [x] Define KeycloakTokenPayload interface - [x] Implement validateKeycloakToken() - [x] Implement getUserIdFromRequest() - [x] Implement getKeycloakGroupsFromRequest() - [x] Implement getEmailFromRequest() - [x] Implement getNameFromRequest() - [x] Implement hasGroup() - [x] Implement hasAnyGroup() - [x] Implement getUserInfoFromRequest() - [x] Implement getKeycloakConfig() - [x] Implement getMockUserInfo() - [x] Implement isDevelopmentMode() ### Dependencies - [x] Install jsonwebtoken package - [x] Install @types/jsonwebtoken ### Middleware Integration - [x] Update `src/middleware/branch.ts` - [x] Import Keycloak functions - [x] Replace extractUserIdFromRequest() with Keycloak version - [x] Replace extractUserGroupsFromRequest() with Keycloak version - [x] Add development mode mock support - [x] Add header-based mock overrides ### Documentation - [x] Create `KEYCLOAK_ENV.md` - [x] Document all required environment variables - [x] Provide Keycloak setup instructions - [x] Include troubleshooting guide - [x] Add security best practices ## 🎯 Key Features Implemented ### 1. JWT Token Validation ```typescript const payload = validateKeycloakToken(token, config); if (!payload) { throw new Error("Invalid token"); } ``` ### 2. User Information Extraction ```typescript const userId = getUserIdFromRequest(request); const groups = getKeycloakGroupsFromRequest(request); const email = getEmailFromRequest(request); const name = getNameFromRequest(request); ``` ### 3. Group-Based Access Control ```typescript // Check if user has specific group if (hasGroup(request, "alla")) { // User has alla branch access } // Check if user has any of multiple groups if (hasAnyGroup(request, ["alla", "onvalla"])) { // User has at least one branch access } ``` ### 4. Development Mode Support ```typescript if (isDevelopmentMode()) { // Use mock authentication const userInfo = getMockUserInfo(); } ``` ## 🔧 Usage Examples ### Basic Authentication ```typescript import { getUserIdFromRequest, getKeycloakGroupsFromRequest, } from "@/lib/keycloak"; app.get("/api/me", ({ request }) => { const userId = getUserIdFromRequest(request); const groups = getKeycloakGroupsFromRequest(request); return { userId, groups }; }); ``` ### Check User Permissions ```typescript import { hasGroup } from "@/lib/keycloak"; app.post("/admin/action", ({ request }) => { if (!hasGroup(request, "admin")) { throw new Error("Forbidden: Admin access required"); } // Perform admin action }); ``` ### Get Complete User Info ```typescript import { getUserInfoFromRequest } from "@/lib/keycloak"; app.get("/api/user/profile", ({ request }) => { const userInfo = getUserInfoFromRequest(request); return { userId: userInfo.userId, email: userInfo.email, name: userInfo.name, groups: userInfo.groups, }; }); ``` ### Development Mode Testing ```bash # Without Keycloak curl -H "x-mock-user-id: test-user-123" \ -H "x-mock-groups: alla,onvalla" \ http://localhost:3000/api/customers # With Keycloak curl -H "Authorization: Bearer " \ http://localhost:3000/api/customers ``` ## 📊 Authentication Flow ``` Client Request ↓ Branch Middleware ↓ Check NODE_ENV ↓ ├─ Development → Use Mock Authentication │ ├─ Check x-mock-user-id header │ ├─ Check x-mock-groups header │ └─ Use default mock if no headers │ └─ Production → Use Keycloak ├─ Extract Authorization header ├─ Decode JWT token ├─ Verify token expiration └─ Extract user info (id, groups, email, name) ↓ Validate Branch Access ↓ Inject User Context ↓ Route Handler ``` ## 🔑 Environment Variables ### Required for Production ```env KEYCLOAK_REALM=alla-os KEYCLOAK_AUTH_SERVER_URL=https://keycloak.example.com/auth KEYCLOAK_CLIENT_ID=alla-os-frontend KEYCLOAK_CLIENT_SECRET=your-secret-here KEYCLOAK_PUBLIC_KEY="-----BEGIN PUBLIC KEY-----\n...\n-----END PUBLIC KEY-----" ``` ### Required for Development ```env NODE_ENV=development ``` ## 🚨 Important Notes ### Development vs Production - **Development**: Uses mock authentication, no JWT required - **Production**: Requires valid Keycloak JWT token - Automatic switching based on `NODE_ENV` ### Token Structure Keycloak JWT tokens include: - `sub` - User ID (UUID) - `email` - User email - `name` - User full name - `groups` - User's Keycloak groups (for branch access) - `realm_access.roles` - Realm-level roles - `exp` - Expiration timestamp - `iat` - Issued at timestamp ### Group Mapping Branch access is determined by Keycloak groups: - `alla` group → Access to Alla branch - `onvalla` group → Access to Onvalla branch - Users can have multiple groups for multi-branch access ### Token Verification Currently, tokens are decoded but not verified (signature check is commented out). For production: 1. Uncomment JWT verification in `validateKeycloakToken()` 2. Provide valid `KEYCLOAK_PUBLIC_KEY` 3. Test with real Keycloak tokens ## 🔍 Testing Checklist ### Unit Tests (TODO) - [ ] Test validateKeycloakToken() with valid token - [ ] Test validateKeycloakToken() with invalid token - [ ] Test validateKeycloakToken() with expired token - [ ] Test getUserIdFromRequest() with valid JWT - [ ] Test getUserIdFromRequest() without Authorization header - [ ] Test getKeycloakGroupsFromRequest() with groups - [ ] Test getKeycloakGroupsFromRequest() without groups - [ ] Test hasGroup() with existing group - [ ] Test hasGroup() with non-existing group - [ ] Test hasAnyGroup() with multiple groups - [ ] Test getMockUserInfo() default values - [ ] Test getMockUserInfo() with custom values - [ ] Test isDevelopmentMode() in different environments ### Integration Tests (TODO) - [ ] Test middleware with development mode - [ ] Test middleware with production mode - [ ] Test mock header overrides - [ ] Test branch access with different groups - [ ] Test unauthorized access - [ ] Test expired token handling - [ ] Test malformed token handling ## 📝 Known Limitations 1. **JWT Signature Not Verified** - Currently only decodes tokens - Should verify signature in production - Requires public key configuration - **Action Needed**: Uncomment verification code 2. **Token Refresh Not Implemented** - No automatic token refresh - Client must handle token expiration - Consider implementing refresh token flow 3. **Public Key Rotation** - Public key must be manually updated - Consider fetching from Keycloak endpoint - Could implement automatic key rotation 4. **Error Messages Could Be Generic** - Current errors expose some details - Could be more generic for security - Consider logging details separately ## 🔄 Next Steps ### Immediate (Phase 3) - [ ] Write unit tests - [ ] Write integration tests - [ ] Enable JWT signature verification - [ ] Test with real Keycloak instance - [ ] Add token refresh logic ### Phase 4: Service Layer Refactor - [ ] Update services to use userId from context - [ ] Implement contact visibility checks - [ ] Add multi-currency calculations - [ ] Implement revision handling ### Phase 5: Controllers Update - [ ] Remove authentication placeholders - [ ] Update error handling - [ ] Add user info to responses - [ ] Update API documentation ## 📊 File Changes ### Created Files - ✅ `src/lib/keycloak.ts` (300+ lines) - ✅ `KEYCLOAK_ENV.md` (comprehensive guide) ### Modified Files - ✅ `src/middleware/branch.ts` (integrated Keycloak functions) - ✅ `package.json` (added jsonwebtoken dependency) ### Documentation Files - ✅ `docs/checklist-phase3-keycloak.md` ## ✨ Success Criteria - [x] Keycloak library created - [x] JWT token extraction works - [x] User ID extraction works - [x] Group extraction works - [x] Development mode mocking works - [x] Middleware integration complete - [x] Environment variables documented - [x] Security considerations documented - [x] Troubleshooting guide provided - [ ] JWT signature verification enabled - [ ] Unit tests pass - [ ] Integration tests pass - [ ] Tested with real Keycloak ## 🎯 Security Considerations 1. **Token Validation** ⚠️ - Currently decodes only - Must verify signature in production - Check expiration timestamps 2. **Environment Variables** ✅ - Documented security best practices - Never commit .env files - Use strong secrets 3. **Error Messages** ⚠️ - Consider making more generic - Don't expose internal details - Log detailed errors server-side 4. **Session Management** ✅ - Stateless JWT approach - No session storage required - Easy to scale 5. **CORS Configuration** (TODO) - Must configure CORS for Keycloak - Allow proper origins - Handle preflight requests ## 📚 References - [Keycloak Documentation](https://www.keycloak.org/documentation) - [JWT.io](https://jwt.io/) - JWT Debugger - [jsonwebtoken npm](https://www.npmjs.com/package/jsonwebtoken) - [OpenID Connect](https://openid.net/connect/) - [Keycloak Admin REST API](https://www.keycloak.org/docs-api/latest/rest-api/index.html) --- **Phase 3 Status:** ✅ CORE COMPLETED (Tests & Signature Verification Pending) **Completion Date:** 2026-04-23 **Next Phase:** Phase 4 - Service Layer Refactor **Blocking:** JWT signature verification, unit tests, integration tests