mod-roles-keycloak

1 Overview
2 Functionality
- 2.1 Role management
- 2.2 Policy management
- 2.3 Capability and capability sets
- 2.4 Reference roles (Loadable roles)
- 2.5 Reference data policies
- 2.6 Permission migration
3 Core models and entities
- 3.1 Role
- 3.2 User-Role
- 3.3 Policy
- 3.4 Capability
- 3.5 Capability Set
- 3.6 Role-Capability
- 3.7 Role-CapabilitySet
- 3.8 User-Capability
- 3.9 User-CapabilitySet
- 3.10 Loadable Role
- 3.11 Loadable Permission

Overview

mod-roles-keycloak is a Spring-based module responsible for the following functionality:

Role management
Policy management
Capability and capability set storage
Permissions mapping to capabilities and capability sets
Links management between roles and capability and capability sets
Links management between users and capability and capability sets
Keycloak role, policy management based on entities stored in mod-roles-keycloak
Keycloak permission management based on existing relations between users and roles to capability and capability sets
User folio-permissions for _self request

GitHub repository: GitHub - folio-org/mod-roles-keycloak

API-Documentation: https://s3.amazonaws.com/foliodocs/api/mod-roles-keycloak/s/mod-roles-keycloak.html

Functionality

Role management

mod-roles-keycloak allows role management:

A user can view, create, edit, and delete roles
A user can assign and unassign roles to/from a user

Policy management

mod-roles-keycloak allows policy management:

A user can view, create, edit, and delete policies for types: time, role, user

In current implementation, policies are created during the capability and capability set assignment to the role or user.

Policies created by users are not used in authorization processes.

A generated name for role policy would look like: Policy for role: {roleId}, for user: Policy for user: {userId}

Capability and capability sets

mod-roles-keycloak receives events with permission data from mgr-tenant-entitlements and transforms permission data into capabilities and capability sets:

Permission-Capability/CapabilitySet mapping algorithm

Reference roles (Loadable roles)

mod-roles-keycloak can store pre-defined roles as reference data and be populated through the Tenant Entitlement process.

Loadable role JSON file has the following format:

{
  "roles": [
    {
      "name": "{{role name}}",
      "description": "{{role description}}",
      "permissions": [
        // list with Folio permission name
      ]
    }
  ]
}

Reference data policies

mod-roles-keycloak can create a policy from reference data.

Policies JSON example:

{
  "policies": [
    {
      "id": "15f45670-1edf-441e-a247-51f6c000faa3",
      "name": "Business Hours",
      "type": "TIME",
      "source": "USER",
      "timePolicy": {
        "start": "2023-07-01T00:00:00",
        "expires": "2033-07-01T00:00:00",
        "logic": "POSITIVE",
        "monthStart": "1",
        "monthEnd": "12",
        "hourStart": "8",
        "hourEnd": "20"
      }
    }
  ]
}

Permission migration

mod-roles-keycloak provides an API to migrate existing user permissions from mod-permissions and assign them to newly created roles with unique names, based on SHA1 hash from all contained permissions to this role.

Algorithm is described at User permissions migration.

Core models and entities

Role

A role in Keycloak is a fundamental building block used for access control and authorization within the Keycloak identity and access management system. Roles define a set of permissions or capabilities that can be assigned to users or groups to regulate their access to resources and functionalities within an application or system. By assigning roles, administrators can manage user permissions in a scalable and organized manner, ensuring that users have the appropriate level of access required to perform their duties while maintaining security and compliance.

Property	Type	Description

Property	Type	Description
`id`	UUID	A unique identifier for this role
`name`	String	A human-readable name/label for this role
`description`	String	A free form description of the role
`type`	String (enum)	Role type One of `DEFAULT`, `SUPPORT`, `REGULAR`, `CONSORTIUM`
`metadata`	metadata	System-generated metadata (createdBy, updatedBy, createdDate, updatedDate)

User-Role

Describes a relation between user and role.

Property	Type	Description

Property	Type	Description
`userId`	UUID	A user identifier
`roleId`	UUID	A role identifier
`metadata`	metadata	System-generated metadata (createdBy, updatedBy, createdDate, updatedDate)

Policy

A policy in Keycloak is a set of rules and conditions used to determine whether a user or group is authorized to access a particular resource or perform a specific action within an application or system. Policies are key to Keycloak's authorization services, enabling fine-grained access control by evaluating attributes, roles, and other contextual information to make dynamic access decisions. By defining policies, administrators can implement complex access control mechanisms beyond simple role-based access control (RBAC), incorporating attributes and environmental conditions into the authorization process.

Property	Type	Description

Property	Type	Description
`id`	UUID	A unique identifier for this policy. System-generated if not provided.
`name`	String	A human-readable name/label for this policy. Required.
`description`	String	Free form description of the policy. Optional.
`type`	String (enum)	The type of policy. Required. One of `USER`, `TIME`, `ROLE`
`source`	String	The type of policy. Required. One of `SYSTEM`, `USER`, `CONSORTIUM`
`userPolicy`	user_policy	An object containing the details of the user-based policy
`timePolicy`	time_policy	An object containing the details of the time-based policy
`rolePolicy`	role_policy	An object containing the details of the role-based policy
`metadata`	metadata	System-generated metadata (createdBy, updatedBy, createdDate, updatedDate)

Capability

A capability represents a specific functionality or access right within a system that allows users to perform certain actions or access particular resources. Capabilities are derived from permissions in the module descriptor, which define the rights required to execute a given functionality. By encapsulating permissions into capabilities, systems can manage and control user access more effectively, ensuring that only authorized users can perform sensitive operations or access restricted data.

Property	Type	Description

Property	Type	Description
`id`	UUID	A unique identifier for this capability
`name`	String	A human-readable name/label for this capability. Takes the form of `{resourceName}.{action}`, e.g. `item.create` or `fiscal_year.view`
`description`	String	Free-form description of the capability
`resource`	String	The resource this capability is associated with for example `item` or `fiscal_year`
`action`	String (enum)	Еhe action this capability is associated with. One of the following: `View`, `Edit`, `Create`, `Delete`, `Manage`, `Execute`
`type`	String (enum)	The type of capability. One of the following: `Settings`, `Data`, `Procedural`
`permission`	String	Source folio permission name for example `item.get` or `fiscal_year.put`
`applicationId`	String	The id of the application which defines the capability for example `app-platform-minimal-1.0.0`
`moduleId`	String	The id of the module which defines the capability for example `mod-roles-keycloak-1.0.0`
`endpoints`	Endpoint[]	List of associated endpoint with. Endpoint is HTTP method + static path (path pattern or path from RoutingEntry) for example `Endpoint(GET, '/capabilities/{id}`
`metadata`	metadata	System-generated metadata `createdBy`, `updatedBy`, `createdDate`, `updatedDate`

Capabilities with type equal to Data usually have the following scopes: View, Edit, Create, Delete, Manage

The name for such capabilities is usually a noun: Fiscal Year, Instance Item, Instance Collection

Capabilities with type Procedural have action Execute

The name for such capabilities is usually more description and can be a verb: Orders-Storage Audit-Outbox Process, UI-Export-Manager Jobs Download-And-Resend

Capability Set

A CapabilitySet is a collection of related capabilities grouped to define a broader range of functionalities or access rights within a system. By uniting multiple capabilities into a single set, a CapabilitySet allows for more efficient and organized user permissions management, making assigning and controlling access based on roles, tasks, or specific use cases easier. This approach simplifies the process of granting users the necessary rights to perform various related actions without having to manage each capability individually.

Property	Type	Description

Property	Type	Description
`id`	UUID	A unique identifier for this capability
`name`	String	A human-readable name/label for this capability. Takes the form of `{resourceName}.{action}`, e.g. `item.create` or `fiscal_year.view`
`description`	String	Free-form description of the capability
`resource`	String	The resource this capability is associated with for example `item` or `fiscal_year`
`action`	String (enum)	Еhe action this capability is associated with. One of the following: `View`, `Edit`, `Create`, `Delete`, `Manage`, `Execute`
`type`	String (enum)	The type of capability. One of the following: `Settings`, `Data`, `Procedural`
`permission`	String	Source folio permission name for example `item.get` or `fiscal_year.put`
`applicationId`	String	The id of the application which defines the capability for example `app-platform-minimal-1.0.0`
`moduleId`	String	The id of the module which defines the capability for example `mod-roles-keycloak-1.0.0`
`capabilities`	UUID[]	List with assigned capability ids.
`metadata`	metadata	System-generated metadata `createdBy`, `updatedBy`, `createdDate`, `updatedDate`

Role-Capability

Property	Type	Description

Property	Type	Description
`roleId`	UUID	Role identifier
`capabilityId`	UUID	Capability identifier
`metadata`	metadata	System-generated metadata `createdBy`, `updatedBy`, `createdDate`, `updatedDate`

Relation between capability and role.

Creating a relation between capability and role will result in the following permissions will be created in Keycloak:

# mod-roles-keycloak
Capability("{{capabilityId}}", "foo.item.view", "/foo/item/{id}")
Role("{{roleId}}", "Foo Role")
create RoleCapability("{{roleId}}", "{{capabilityId}}")

# keycloak (client = {{tenant}}-application)
GET access for role '{{roleId}}' to '/foo/item/{id}'

Role-CapabilitySet

Property	Type	Description

Property	Type	Description
`roleId`	UUID	Role identifier
`capabilitySetId`	UUID	Capability Set identifier
`metadata`	metadata	System-generated metadata `createdBy`, `updatedBy`, `createdDate`, `updatedDate`

Relation between capability set and a role.

User-Capability

Property	Type	Description

Property	Type	Description
`userId`	UUID	User identifier
`capabilityId`	UUID	Capability identifier
`metadata`	metadata	System-generated metadata `createdBy`, `updatedBy`, `createdDate`, `updatedDate`

Relation between a folio user and capability.

Creating a relation between capability and role will result in the following permissions will be created in Keycloak:

User-CapabilitySet

Property	Type	Description

Property	Type	Description
`userId`	UUID	User identifier
`capabilitySetId`	UUID	Capability Set identifier
`metadata`	metadata	System-generated metadata `createdBy`, `updatedBy`, `createdDate`, `updatedDate`

Relation between capability set and a folio user.

Loadable Role

Loadable roles and loadable permissions are created from reference data, that stored in mod-roles-keycloak repository: mod-roles-keycloak/src/main/resources/reference-data/roles at master · folio-org/mod-roles-keycloak

Property	Type	Description

Property	Type	Description
`id`	UUID	A unique identifier for this role
`name`	String	A human-readable name/label for this role
`description`	String	A free-form description of the role
`type`	String (enum)	Role type One of `DEFAULT`, `SUPPORT`, `REGULAR`, `CONSORTIUM`
`permissions`	LoadablePermission	List of permissions associated with role
`metadata`	metadata	System-generated metadata (createdBy, updatedBy, createdDate, updatedDate)

Loadable Permission

Property	Type	Description

Property	Type	Description
`roleId`	UUID	A loadable role identifier
`permissionName`	String	A folio permission name
`capabilityId`	String	A capability id associated with this permission
`capabilitySetId`	String (enum)	A capability set id associated with this permission
`metadata`	metadata	System-generated metadata (createdBy, updatedBy, createdDate, updatedDate)