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traefikoidc/docs/superpowers/specs/2026-05-18-bearer-token-auth-design.md
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lukaszraczyloandGitHub a548665edb feat: opt-in M2M bearer-token authentication (supersedes #93) (#140)
* docs: bearer-token auth design spec

* docs: harden bearer-auth spec with security review findings

* feat(bearer): opt-in M2M bearer-token authentication

Adds an opt-in Authorization: Bearer <jwt> path for machine-to-machine
clients. Replaces and supersedes the broken approach in PR #93
(synthetic-session that omitted user_identifier and skipped ID-token
rejection / replay-protection-semantics / kid-pinning / etc.).

Design

  Two auth entrypoints feed one shared post-auth pipeline:

    cookie path  ─┐
                  ├── forwardAuthorized(rw, req, *principal)
    bearer path  ─┘    (roles/groups, header injection, security
                        headers, cookie strip, forward)

  buildPrincipalFromSession and buildPrincipalFromBearerToken produce
  the same `principal` value type. forwardAuthorized is session-agnostic
  and runs the existing post-auth work; processAuthorizedRequest now
  wraps it with the session-specific concerns (backchannel-logout,
  dirty/Save). The cookie path's behaviour is byte-identical to before
  this PR; the existing test suite passes unmodified.

Security hardening baked into the bearer path

  - Audience MANDATORY. Startup fails when EnableBearerAuth=true and
    Audience is empty.
  - BearerIdentifierClaim defaults to "sub"; "email" is rejected at
    startup to avoid the unverified-email spoofing footgun. Cookie
    path's UserIdentifierClaim is unaffected and still defaults to
    "email".
  - ID tokens explicitly rejected via the existing detectTokenType
    helper (nonce, typ=at+jwt, token_use, scope, aud-vs-clientID
    heuristics); belt-and-braces nonce/token_use=id rejection on top.
  - alg pinned to asymmetric allowlist (RS/PS/ES 256/384/512) BEFORE
    JWKS fetch, blocking alg=none and alg=HS* probes from amplifying
    into upstream calls.
  - kid length capped at 256 bytes and charset-restricted before JWKS
    fetch, blocking pathological-kid JWKS amplification.
  - Multi-audience tokens require azp == clientID.
  - iat upper-age bound (MaxTokenAgeSeconds, default 24h) bounds clock-
    manipulation and forever-token abuse.
  - Identifier sanitization: length cap, control-char + bidi-override
    + delimiter (, ; =) rejection.
  - Per-IP failure throttle: configurable threshold/window/penalty;
    returns 429 + Retry-After. Limits offline-guessing-style attacks
    and protects the shared rate-limiter / JWKS endpoint.
  - JTI replay marking suppressed via new internal verifyOpts
    {skipReplayMarking} so the same bearer can be reused until exp;
    the blacklist Get stays active so RevokeToken still terminates a
    bearer token immediately. The existing exported VerifyToken
    interface is unchanged so all mocks continue to work.
  - Cookie wins by default when both bearer and cookie are present
    (safer against browser/extension/proxy bearer injection).
    Operator can flip via BearerOverridesCookie.
  - Authorization header stripped on forward by default; also stripped
    on excluded URLs so the token can't leak into health/metrics
    downstream logs.
  - Optional RFC 7662 introspection via existing
    requireTokenIntrospection. Introspection-endpoint failure returns
    503 (distinguishes infra from token rejection).
  - 401s use RFC 6750 WWW-Authenticate hints (toggleable). Failure
    reason is logged at debug; raw tokens are never logged.

Implementation

  - principal.go: pure-data principal type and buildPrincipalFromSession.
  - bearer_auth.go: alg/kid pin, classifier, identifier sanitization,
    multi-aud azp gate, iat age check, per-IP failure tracker,
    handleBearerRequest, buildPrincipalFromBearerToken.
  - token_manager.go: VerifyToken now wraps a new verifyTokenWithOpts
    that accepts internal-only verifyOpts. Existing callers, the
    TokenVerifier interface, and all mocks unchanged.
  - middleware.go: extracted forwardAuthorized from
    processAuthorizedRequest; wired bearer detection after init wait
    + after bypass; excluded-URL Authorization strip when bearer
    enabled.
  - settings.go: ten new config fields with defaults applied in
    CreateConfig.
  - main.go: startup validation for audience + identifier-claim
    guard; bearer failure tracker init.

Tests

  - bearer_auth_test.go: table-driven helper tests for every new
    component (parseBearerJOSEHeader, sanitizeBearerIdentifier,
    resolveBearerIdentifier, enforceMultiAudienceAzp, enforceIatAge,
    bearerFailureTracker, detectBearerToken). Integration tests
    through ServeHTTP covering happy path, ID-token rejection,
    alg=none rejection, oversized kid, multi-aud with/without azp,
    iat-too-old, bidi identifier, replay (100x reuse), 429 throttle
    trip, excluded-URL strip, roles gate, cookie-wins precedence,
    BearerOverridesCookie, oversized token, malformed JWT,
    feature-off pass-through. Startup validation for audience-
    required and email-identifier-rejected.
  - All existing tests pass unmodified (cookie-path regression).
  - go vet clean. golangci-lint clean (0 issues). Race detector
    clean on bearer tests.

Documentation

  - README.md: bearer auth section with security highlights and
    config snippet; doc link in the index.
  - .traefik.yml: commented config block exposing every bearer knob.
  - docs/CONFIGURATION.md: new subsection with full parameter table.
  - docs/BEARER_AUTH.md: threat model, hardening matrix, failure
    response table, operational guidance, known follow-ups.
  - docs/superpowers/specs/2026-05-18-bearer-token-auth-design.md:
    design spec + security-review hardening history.

* fix(cache): redact raw cache keys in debug logs (CodeQL go/clear-text-logging)

CodeQL flagged 9 high-severity alerts (go/clear-text-logging) where the
in-memory cache and the hybrid L1+L2 backend printed `key=%s` at debug.
Cache callers (token cache, blacklist, introspection cache) pass raw
access / refresh / id tokens as cache keys, so any debug-enabled
deployment would write them to log streams.

Pre-existing issue. CodeQL started flagging it on this PR because the
new bearer-auth path adds a data-flow source (req.Header.Get("Authorization"))
that reaches the existing logging sinks via the same cache. The cookie
path had the same risk but wasn't tracked as taint by CodeQL.

Fix: hash the key (SHA-256[:8] hex) before printing. Same approach the
bearer-auth logger uses for principal identifiers (spec §13). Doesn't
change cache semantics — same key still produces the same hash, so
debug correlation across log lines is preserved without exposing the
raw value.

Touches both affected packages:
  - internal/cache/cache.go (2 sites: Set + LRU eviction)
  - internal/cache/backends/hybrid.go (12 sites: L1/L2 read/write/fallback)

New helper `redactKey` colocated with each package (unexported,
package-local) keeps the change blast radius narrow. Tests green; lint
clean.

* docs(bearer): how to obtain bearer tokens from the OIDC provider

Adds a section walking operators through the OAuth 2.0 client_credentials
flow (RFC 6749 §4.4) and the JWT bearer assertion alternative (RFC 7523),
with a worked Auth0-shape curl example, a per-provider quick reference
(Auth0, Okta, Keycloak, Entra v2, Cognito, GitLab, Google), operational
notes (token TTL, caching, JWKS rotation, revocation, scope vs audience,
secret hygiene), and a three-line validation loop.

Most common operator confusion: "I enabled the feature but tokens get
401'd" — almost always missing or wrong audience. The new section makes
the audience-matching requirement loud, with per-provider parameter
names so people don't have to dig through IdP docs.

Locations:
  - docs/BEARER_AUTH.md  — full section under "Quick start"
  - README.md            — short snippet + deep link
2026-05-18 17:35:37 +01:00

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# Bearer Token Authentication — Design Spec
- **Date**: 2026-05-18
- **Status**: Design — pending implementation plan
- **Supersedes**: PR #93 (broken implementation; recommended to close in favour of this design)
## 1. Summary
Add an opt-in path that lets API clients (machine-to-machine) authenticate by presenting a signed access token in the `Authorization: Bearer <token>` header, bypassing the cookie-based OIDC redirect flow. Identity, roles, and authorization checks remain consistent with the existing cookie path; the only thing that changes is how the principal is established for that single request.
The feature is implemented by extracting a shared `forwardAuthorized` pipeline from the existing `processAuthorizedRequest`, introducing a `principal` value type, and adding a small bearer-specific entrypoint that builds a principal directly from a verified JWT — without synthesising a fake `SessionData`.
## 2. Motivation
PR #93 attempted this feature by building an in-memory `SessionData` from JWT claims and reusing `processAuthorizedRequest`. The approach has three latent defects:
1. The synthetic session omits `mainSession.Values["user_identifier"]`. `processAuthorizedRequest` reads it via `GetUserIdentifier()`; when empty it bails to `defaultInitiateAuthentication` and issues an OIDC redirect. The feature is non-functional in practice despite the unit test passing.
2. `verifyToken` accepts both ID tokens (audience match against `clientID`) and access tokens. ID tokens are not API credentials; treating them as such is a classic token-confusion vector.
3. `verifyToken` adds JTI to the replay blacklist on first verify. Once the verified-token cache evicts, subsequent reuse of the same bearer token triggers a false-positive replay rejection.
Rather than patch a synthetic-session approach that will keep generating bugs as `SessionData` evolves, this spec replaces it with a cleaner abstraction where session lifecycle and post-auth header injection live in separate units.
## 3. Goals
- Accept `Authorization: Bearer <jwt>` from M2M clients, validate the token, and forward the request downstream with identity headers populated.
- Enforce the same `allowedRolesAndGroups` policy as the cookie path.
- Default-off; safe defaults when enabled (audience required, ID tokens rejected, identifier sanitised).
- No behavioural change to the cookie path. Existing tests must continue to pass without modification.
## 4. Non-Goals
- Human-user / browser flows. Bearer is M2M-only in this iteration.
- Pure opaque access tokens on the bearer path. Tokens must be JWTs; introspection (RFC 7662) is supported *on top of* JWT verification for revocation state, not as a substitute for it.
- mTLS, API keys, or any other auth method. The `principal` abstraction enables them later, but they are not delivered here.
- Per-route bearer configuration. Single middleware-wide setting.
## 5. Decided Requirements
| Topic | Decision |
|---|---|
| Consumer type | Machine-to-machine (M2M) only |
| Token format | JWT only (signature, issuer, audience, exp) |
| Audience | Mandatory when feature enabled; startup fails if `Audience == ""` |
| Token type | Access tokens only; ID tokens explicitly rejected |
| Revocation | JWT-only verification by default; introspection (RFC 7662) opt-in via existing `RequireTokenIntrospection` |
| Identity claim | New `BearerIdentifierClaim` config (string, default `"sub"`). Bearer path reads this claim exclusively; does NOT use `UserIdentifierClaim` (which defaults to `"email"` and drives the cookie path). Resolved value must be a non-empty string. `sub` is mandatory per `jwt.go:416` regardless, so even with a different `BearerIdentifierClaim` the token must still carry a valid `sub`. Decoupling avoids the M2M-vs-human-user identity-claim conflict and the email-spoofing footgun. |
| Identifier sanitisation | Reject value containing any `unicode.IsControl` char, any Unicode bidi-override (U+202A–U+202E, U+2066–U+2069), leading/trailing whitespace, commas, semicolons, equals signs. Max length 256 bytes. |
| Token classifier | **Reuse existing `detectTokenType(jwt, token)` at `token_manager.go:187-303`** which already handles `nonce`, `typ: at+jwt`, `token_use`, `scope`, and aud-vs-clientID priority. Bearer path rejects any token where `detectTokenType == true` (ID token). Do not invent a parallel classifier. |
| Algorithm pinning | Hard-pin `alg ∈ {RS256, RS384, RS512, PS256, PS384, PS512, ES256, ES384, ES512}`, enforced **before** JWKS lookup on the bearer path. Prevents wasted JWKS fetches for `alg=none`/HS attacker probes. |
| `kid` hardening | `kid` ≤ 256 bytes, charset `[A-Za-z0-9._\-=]`. Reject before JWKS lookup. |
| Token age | Bearer path enforces `now - iat <= MaxTokenAgeSeconds` (default 86400 / 24h, configurable). Cookie path unchanged. |
| Multi-audience policy | If `aud` is an array (length > 1), require `azp` claim to be present and equal to `clientID`. Single-string `aud` unaffected. |
| Mixed bearer + cookie precedence | **Cookie wins by default** when both are presented (safer for browser scenarios). Operator opt-in: `BearerOverridesCookie=true` to flip. Either way, a warning is logged on the request. |
| Bearer + excluded URL | `Authorization` header is **stripped** before forwarding when the request hits an excluded URL. Prevents bearer leaking into public endpoints' downstream logs and prevents recon via excluded paths. |
| Per-source bearer 401 throttle | New sharded cache `failedBearerAttempts` keyed by client IP. After N (default 20) consecutive 401s from one IP within 1 minute, reject further bearer requests from that IP with 429 for 60s. Applied BEFORE `verifyToken` to deny JWKS amplification. |
| `Authorization` header passthrough | New `StripAuthorizationHeader` config, default `true` |
| Roles/groups gating | Same `allowedRolesAndGroups` rules as cookie path |
| Default state | `EnableBearerAuth` = `false` |
| JTI replay marking | Suppressed on bearer path; cookie path unchanged |
| Failure response shape | 401 with generic body; `WWW-Authenticate: Bearer error="invalid_token"` per RFC 6750 |
| Introspection endpoint outage | 503 (distinguishes infra outage from token rejection) |
| Mixed bearer + cookie | Bearer wins; cookie ignored on that request |
| SSE/WS bypass + bearer | Bypass paths keep cookie-only check; bearer header ignored on SSE/WS |
## 6. Architecture
```
┌──────────────────┐
HTTP req ──► │ ServeHTTP │ (existing entry; adds bearer detection)
└─────────┬────────┘
┌───────────┴────────────┐
▼ ▼
cookie / session bearer (Authorization: Bearer …)
│ │
▼ ▼
┌────────────────┐ ┌────────────────────┐
│ buildPrincipal │ │ buildPrincipal │
│ FromSession() │ │ FromBearerToken() │
└────────┬───────┘ └─────────┬──────────┘
│ produces *principal │
└──────────────┬───────────┘
▼
┌────────────────────────────┐
│ forwardAuthorized(rw,req,p)│ (shared pipeline)
│ • roles/groups gate │
│ • header injection │
│ • header templates │
│ • security headers │
│ • cookie stripping │
│ • next.ServeHTTP │
└────────────────────────────┘
```
**Invariant**: `forwardAuthorized` never touches session storage. Session-specific concerns (Save, IsDirty, backchannel-logout invalidation) stay inside `processAuthorizedRequest` around the call to `forwardAuthorized`.
**Feature gate**: when `EnableBearerAuth == false`, the bearer-detection check in `ServeHTTP` is a no-op. Existing deployments observe byte-identical behaviour.
## 7. Components
### 7.1 `principal` type (new file `principal.go`)
```go
type principalSource int
const (
sourceSession principalSource = iota
sourceBearer
)
type principal struct {
Identifier string // drives X-Forwarded-User
Email string // optional, "" for M2M
Subject string // sub claim
ClientID string // azp / client_id, M2M caller
Claims map[string]interface{} // raw claims for templates / groups
AccessToken string // for X-Auth-Request-Token (gated by minimalHeaders)
IDToken string // "" on bearer path
RefreshToken string // "" on bearer path
Source principalSource
}
```
Pure data. No methods that mutate it. No I/O. No manager pointer.
### 7.2 `buildPrincipalFromSession(*SessionData) *principal` (new in `principal.go`)
Read-only adapter over existing `SessionData` getters: `GetUserIdentifier`, `GetEmail`, `GetAccessToken`, `GetIDToken`, `GetRefreshToken`, cached claims via `GetIDTokenClaims`. Does not write back to the session. This is the only function that still knows about `SessionData`.
### 7.3 `buildPrincipalFromBearerToken(token string) (*principal, error)` (new in `bearer_auth.go`)
1. **Length / format guards**: `len(token) <= AccessTokenConfig.MaxLength`, exactly two dots, non-empty after trim.
2. **Parse header for early alg/kid pinning** (without trusting payload): decode JOSE header; reject if `alg` ∉ asymmetric allowlist; reject if `kid` missing, > 256 bytes, or contains chars outside `[A-Za-z0-9._\-=]`. This happens **before** JWKS lookup so attacker noise doesn't amplify into JWKS fetches.
3. **Per-IP 401 throttle check**: if this IP is in the `failedBearerAttempts` penalty box, return 429 immediately.
4. `t.verifyToken(token, verifyOpts{skipReplayMarking: true})` — reuses signature, issuer, audience, expiration, JTI Get (replay detection). The `skipReplayMarking` flag gates ONLY the JTI Set at `token_manager.go:108-143`; the JTI Get at `token_manager.go:44-47, 80-89` remains active so revoked tokens (via `RevokeToken` adding to blacklist) are still rejected.
5. **Re-parse claims** (`parseJWT(token)` is cheap and already done internally; reuse via a single decode if practical).
6. **Token-type guard**: call existing `detectTokenType(jwt, token)` (`token_manager.go:187-303`). Reject when it returns `true` (ID token). Belt-and-braces: also reject if `claims["nonce"]` is a non-empty string or `claims["token_use"] == "id"`.
7. **Multi-audience hardening**: if `claims["aud"]` is a `[]interface{}` with length > 1, require `claims["azp"]` to be a non-empty string equal to `t.clientID`; reject otherwise.
8. **`iat` upper-age bound**: reject when `time.Now().Unix() - int64(claims["iat"].(float64)) > MaxTokenAgeSeconds` (default 86400).
9. **Optional introspection**: if `requireTokenIntrospection` is set, call `introspectToken`; reject if `active == false` (401); surface 503 on transport failure. Bearer-path introspection cache TTL is capped at 60s (not 5min) to keep the "real-time revocation" promise close to true.
10. **Identifier resolution**: read `t.bearerIdentifierClaim` (defaults to `"sub"`); do NOT use `t.userIdentifierClaim` (cookie path's setting, default `email`). The bearer path does NOT fall back to other claims because `jwt.Verify` already enforces non-empty `sub` (`jwt.go:416-419`). Empty/missing identifier → 401.
11. **Identifier sanitisation**: trim, then reject if length > 256 OR contains any of: `unicode.IsControl`, bidi-override (U+202A–U+202E, U+2066–U+2069), `,`, `;`, `=`.
12. Return `&principal{ Source: sourceBearer, … }`.
On any failure path: increment the per-IP `failedBearerAttempts` counter; return the appropriate HTTP status (401 / 403 / 429 / 503) without revealing the failure reason in the response body. Reason is logged at debug only, with the identifier (if resolved) hashed via SHA-256 truncated to 8 hex chars.
### 7.4 `forwardAuthorized(rw, req, *principal)` (new in `middleware.go`, extracted)
The shared post-auth pipeline. Lifted verbatim from the existing `processAuthorizedRequest`:
1. Roles/groups extraction via existing `extractGroupsAndRolesFromClaims`.
2. `allowedRolesAndGroups` gate (existing logic).
3. Inject `X-Forwarded-User`, `X-User-Groups`, `X-User-Roles`.
4. Inject `X-Auth-Request-*` (gated by `minimalHeaders`).
5. Header templates.
6. Security headers.
7. Cookie strip when `stripAuthCookies`.
8. **New**: `Authorization` header strip when `stripAuthorizationHeader` AND `principal.Source == sourceBearer`.
9. `t.next.ServeHTTP(rw, req)`.
Does not call `Save`, does not check `IsDirty`. Session persistence stays with the cookie-path caller.
### 7.5 `handleBearerRequest(rw, req)` (new in `bearer_auth.go`)
```
1. Detect "Authorization: Bearer <token>" (case-insensitive prefix).
2. token = TrimSpace(authHeader[7:]); reject empty.
3. p, err := buildPrincipalFromBearerToken(token).
On err → 401 with WWW-Authenticate, log reason at debug.
4. forwardAuthorized(rw, req, p).
```
Target: ~40 lines.
### 7.6 Refactor of `processAuthorizedRequest` (modify `middleware.go`)
Splits along the principal boundary:
- Session-specific part (backchannel-logout invalidation, `IsDirty` / `Save`) stays in `processAuthorizedRequest`.
- Everything else moves to `forwardAuthorized`.
- `processAuthorizedRequest` ends with `forwardAuthorized(rw, req, buildPrincipalFromSession(session))`.
### 7.7 `verifyOpts` extension to `verifyToken` (modify `token_manager.go`)
Add a parameter struct:
```go
type verifyOpts struct {
skipReplayMarking bool // suppress JTI Set (token_manager.go:108-143); blacklist Get stays active
}
```
Both the type and field are unexported (internal-only knob). Signature change: `verifyToken(token string)` becomes `verifyToken(token string, opts verifyOpts)`. Existing callers pass `verifyOpts{}` (zero value = current behaviour). Bearer path passes `verifyOpts{skipReplayMarking: true}`.
**Critical semantics — must be reflected in implementation and tests:**
- `skipReplayMarking` only gates the **Set** at `token_manager.go:108-143` (the call adding the JTI to the blacklist and replay cache).
- The blacklist **Get** at `token_manager.go:44-47, 80-89` stays unconditionally active on the bearer path. Tokens revoked via `RevokeToken` (which adds the JTI to the blacklist) MUST still be rejected on the bearer path.
- Must NOT be implemented by mutating `t.disableReplayDetection` (struct field) — that would create a cross-request race that disables replay protection globally.
A targeted regression test exercises: bearer token verified once → admin calls `RevokeToken` adding the JTI to the blacklist → same token replayed → 401.
### 7.8 Config additions (modify `settings.go`)
```go
EnableBearerAuth bool `json:"enableBearerAuth,omitempty"`
BearerIdentifierClaim string `json:"bearerIdentifierClaim,omitempty"`
StripAuthorizationHeader bool `json:"stripAuthorizationHeader,omitempty"`
BearerEmitWWWAuthenticate bool `json:"bearerEmitWWWAuthenticate,omitempty"`
BearerOverridesCookie bool `json:"bearerOverridesCookie,omitempty"`
MaxTokenAgeSeconds int64 `json:"maxTokenAgeSeconds,omitempty"`
MaxIdentifierLength int `json:"maxIdentifierLength,omitempty"`
BearerFailureThreshold int `json:"bearerFailureThreshold,omitempty"`
BearerFailureWindowSeconds int `json:"bearerFailureWindowSeconds,omitempty"`
BearerFailurePenaltySeconds int `json:"bearerFailurePenaltySeconds,omitempty"`
```
Defaults (applied in `CreateConfig` for the bearer-related fields; values >0 only honoured when `EnableBearerAuth=true`):
- `EnableBearerAuth`: `false`.
- `BearerIdentifierClaim`: `"sub"`.
- `StripAuthorizationHeader`: `true`.
- `BearerEmitWWWAuthenticate`: `true` (RFC 6750 hint enabled by default; flip to false if recon-exposure is a concern).
- `BearerOverridesCookie`: `false` (cookie wins when both present; flip to `true` for the legacy/industry-default behaviour).
- `MaxTokenAgeSeconds`: `86400` (24h upper bound on `iat`).
- `MaxIdentifierLength`: `256`.
- `BearerFailureThreshold`: `20` (consecutive 401s per IP before throttle).
- `BearerFailureWindowSeconds`: `60`.
- `BearerFailurePenaltySeconds`: `60` (429 reply for this long after threshold tripped).
### 7.9 Startup validation (modify `main.go` `New()`)
- `EnableBearerAuth && Audience == ""` → fatal error.
- `EnableBearerAuth && !StrictAudienceValidation` → warning log (recommended hardening).
- `EnableBearerAuth && BearerIdentifierClaim == "email"` → fatal error (the bearer path is M2M and an `email` identifier without `email_verified` enforcement is a spoofing vector; default `BearerIdentifierClaim=sub` avoids this; explicit override to `email` is rejected).
- `EnableBearerAuth && MaxTokenAgeSeconds <= 0` → reset to default 86400 with info log.
- `EnableBearerAuth && BearerFailureThreshold <= 0` → reset to default 20 with info log.
## 8. Data Flow
### 8.1 Bearer path
```
ServeHTTP entry (pre-init paths unchanged: logout, backchannel, frontchannel, excluded URLs, SSE/WS bypass)
│
├─ enableBearerAuth == false? → fall through to cookie path
│
└─ enableBearerAuth == true AND Authorization starts with "Bearer "
│
▼
handleBearerRequest
│
├─ format guards (empty, length, segment count)
│
▼
verifyToken(token, verifyOpts{SkipReplayMarking: true})
│ signature, issuer, audience (strict), exp
│
▼
classifyToken(claims) → reject ID tokens
│
▼
if requireTokenIntrospection: introspectToken → active check
│
▼
resolveIdentifier(claims) → sanitiseIdentifier
│
▼
principal{Source: sourceBearer, …}
│
▼
forwardAuthorized(rw, req, principal)
│
├─ roles/groups gate (403 on deny)
├─ header injection
├─ header templates
├─ security headers
├─ strip OIDC cookies (existing)
├─ strip Authorization header (new, when configured)
└─ next.ServeHTTP(rw, req)
```
### 8.2 Cookie path (refactored, semantically unchanged)
```
processAuthorizedRequest
1. Session validity / backchannel-logout invalidation (unchanged).
2. principal := buildPrincipalFromSession(session).
3. forwardAuthorized(rw, req, principal).
4. if session.IsDirty(): session.Save().
```
## 9. Error Handling
| Trigger | Status | Body | WWW-Authenticate | Debug log reason |
|---|---|---|---|---|
| Empty bearer after prefix | 401 | `Unauthorized` | `Bearer error="invalid_request"` | empty bearer token |
| Token over MaxLength | 401 | `Unauthorized` | `Bearer error="invalid_token"` | token exceeds max length |
| Not a 3-segment JWT | 401 | `Unauthorized` | `Bearer error="invalid_token"` | malformed JWT |
| Disallowed `alg` (e.g. none, HS*) | 401 | `Unauthorized` | `Bearer error="invalid_token"` | unsupported alg |
| Missing/oversized/bad-charset `kid` | 401 | `Unauthorized` | `Bearer error="invalid_token"` | invalid kid |
| Signature / issuer / aud / exp fail | 401 | `Unauthorized` | `Bearer error="invalid_token"` | reason from verifyToken (category only) |
| `iat` older than MaxTokenAgeSeconds | 401 | `Unauthorized` | `Bearer error="invalid_token"` | token too old (iat outside age bound) |
| Multi-aud without matching `azp` | 401 | `Unauthorized` | `Bearer error="invalid_token"` | multi-aud token without azp match |
| Detected as ID token | 401 | `Unauthorized` | `Bearer error="invalid_token"` | ID tokens not accepted on bearer path |
| JTI blacklisted (revoked) | 401 | `Unauthorized` | `Bearer error="invalid_token"` | token JTI in blacklist |
| Introspection `active=false` | 401 | `Unauthorized` | `Bearer error="invalid_token"` | token inactive at IdP |
| Introspection endpoint failure | 503 | `Service Unavailable` | (none) | introspection unavailable |
| Identifier claim missing/empty | 401 | `Unauthorized` | `Bearer error="invalid_token"` | no identifier claim |
| Identifier fails sanitisation | 401 | `Unauthorized` | `Bearer error="invalid_token"` | invalid identifier characters |
| Per-IP failure threshold tripped | 429 | `Too Many Requests` | (none); `Retry-After: <BearerFailurePenaltySeconds>` | source IP in penalty box |
| Roles/groups not allowed | 403 | `Access denied` | (none) | user not in allowedRolesAndGroups |
Responses never include token contents, never include the raw failure reason, and never set `Location` headers (API clients cannot follow redirects).
## 10. Edge Cases
1. **Both bearer header and cookie session present.** Cookie wins by default (safer against browser/extension/proxy bearer injection). `BearerOverridesCookie=true` flips to bearer-wins. Either way: WARN log includes both source markers so operators can audit.
2. **`Authorization: Basic …`.** Not bearer; cookie path runs as today.
3. **`Authorization: Bearer ` (trailing space, no value).** Empty after trim → 401.
4. **Mixed-case prefix (`bearer`, `BEARER`, `BeArEr`).** Case-insensitive prefix check; token value preserved verbatim.
5. **Multiple `Authorization` headers.** Use only the first (Go `http.Header.Get` default). Documented.
6. **Bearer during OIDC init wait.** Bearer requests also block on init: we need `issuerURL`, `audience`, JWKs ready. If init fails, bearer requests return 503 just like cookie requests.
7. **SSE / WebSocket bypass with bearer.** Bypass paths keep cookie-only behaviour. Operators who want bearer on streaming endpoints must remove SSE/WS bypass. Documented.
8. **Logout endpoint with bearer.** Logout runs before bearer detection. Treated as cookie-session logout; bearer token revocation requires IdP-side action.
9. **Excluded URLs with bearer.** Bypass excluded URLs as today; bearer not validated on excluded paths. ADDITIONALLY: `Authorization: Bearer` is stripped from the request before forwarding so the token can't leak into the excluded endpoint's downstream logs / metrics scrapers / health checks.
10. **Concurrent identical bearer requests.** Existing `tokenCache` is concurrency-safe; no new locking.
11. **Client rotates token between requests.** Independent verification per token; independent cache entries.
12. **Clock skew.** Use existing `jwt.Verify` leeway. (If absent, add ±30s as a separate change; out of scope here.)
## 11. Testing Strategy
### 11.1 Integration tests (new `bearer_auth_test.go`)
Table-driven test against a real `httptest.Server` and the full `ServeHTTP` flow. Coverage matrix:
- Valid access token + allowed roles → 200, `next` ran, `X-Forwarded-User` set.
- Valid token without configured roles → 200.
- Wrong audience, expired, tampered signature → 401, `next` did not run.
- ID token presented → 401 (`ID tokens not accepted`).
- Malformed JWT (2 segments) → 401.
- Oversized token (> MaxLength) → 401.
- Empty bearer → 401.
- Missing identifier claim → 401.
- Identifier containing `\r\n` → 401.
- `allowedRolesAndGroups` mismatch → 403.
- `allowedRolesAndGroups` match → 200.
- `EnableBearerAuth=false` + bearer header → cookie path runs (302 to `/authorize`).
- Bearer + valid cookie session → bearer wins, 200.
- `StripAuthorizationHeader=true` → downstream sees no `Authorization`.
- `StripAuthorizationHeader=false` → downstream sees `Authorization`.
- Case variants (`bearer`, `BEARER`) → 200.
- SSE bypass + bearer → cookie-only check applies (bearer ignored).
- **Replay regression**: same token 1000 times in a row → all 200.
- **Cache-evict regression**: same token, force-evict `tokenCache` between iterations (call `tokenCache.Delete` directly), replay → still 200 (verifies `skipReplayMarking` doesn't poison the blacklist).
- **Revocation-while-bearer regression**: bearer token verified once → admin calls `RevokeToken` adding JTI to blacklist → same token presented → 401 (verifies blacklist Get stays active on bearer path even with `skipReplayMarking` set).
- **Alg-pin: token signed with `alg=none`** → 401, no JWKS fetch happens (verify with a counting mock).
- **`kid` injection: 50KB random kid** → 401 immediately, no JWKS fetch.
- **Per-IP throttle**: 21 bad bearer requests from same IP within 1 minute → 22nd returns 429 + Retry-After.
- **`iat` upper-age**: token with `iat = now - 25h` → 401 (older than 24h default).
- **Multi-aud without azp**: aud = `["a", "b"]`, no azp → 401.
- **Multi-aud with matching azp**: aud = `["api-aud", "other"]`, azp = clientID → 200.
- **Identifier with bidi-override**: sub contains U+202E → 401.
- **Identifier with comma**: sub = `"alice,bob"` → 401.
- **Identifier over 256 bytes** → 401.
- **`UserIdentifierClaim=email` at startup with EnableBearerAuth=true** → startup fails.
- **Excluded URL + bearer**: bearer header presented on excluded URL → request forwarded, downstream sees no `Authorization` header (stripped).
### 11.2 Unit tests (in `bearer_auth_test.go`)
- `classifyToken`: ID-token detection, access-token detection by `scope`/`scp`/`token_use`, ambiguous → reject.
- `resolveIdentifier`: precedence (`userIdentifierClaim` → `sub` → `client_id`/`azp`); missing → error; empty string → error.
- `sanitizeIdentifier`: rejects all `unicode.IsControl`; accepts email/sub-style values.
### 11.3 Introspection tests (`bearer_auth_introspection_test.go`)
- Token valid + introspection `active=true` → 200.
- Token valid + introspection `active=false` → 401.
- Introspection endpoint 500 → 503.
- Second request hits introspection cache (no second HTTP call).
### 11.4 Startup validation tests (extend `settings_test.go` / `main_test.go`)
- `EnableBearerAuth=true, Audience=""` → `New()` errors.
- `EnableBearerAuth=true, StrictAudienceValidation=false` → succeeds with warning.
- `EnableBearerAuth=false` → no validation; existing tests untouched.
### 11.5 Cookie-path regression suite
- All existing `TestServeHTTP_*` tests in `main_servehttp_test.go` pass unmodified.
- Add: cookie session, `EnableBearerAuth=true`, no bearer header → identical behaviour to baseline.
- Add: dirty session still triggers `Save()` after refactor.
### 11.6 Principal invariants
- `buildPrincipalFromSession`: `Source == sourceSession`; `IDToken` / `RefreshToken` populated when present in session.
- `buildPrincipalFromBearerToken`: `Source == sourceBearer`; `IDToken == ""`, `RefreshToken == ""`.
- `forwardAuthorized` produces identical headers for equivalent principals regardless of source.
### 11.7 Coverage gate
- New code in `bearer_auth.go` and `principal.go`: ≥ 90% line coverage.
- `forwardAuthorized` coverage ≥ existing `processAuthorizedRequest` coverage baseline.
### 11.8 Out of scope (follow-ups)
- Load test of bearer vs cookie hot path.
- Fuzzing the JWT parser.
- Additional auth methods (mTLS, API keys) — design enables them, but they are separate work.
## 12. Migration / Rollout
Default-off. Existing deployments observe no behavioural change. Operators opt in by setting:
```yaml
enableBearerAuth: true
audience: https://api.example.com # required when bearer enabled
# optional:
stripAuthorizationHeader: true # default
requireTokenIntrospection: false # default; set true for real-time revocation
userIdentifierClaim: client_id # optional override; defaults to sub fallback chain
```
Documentation: update `docs/CONFIGURATION.md` with a bearer-auth section, and add a new `docs/BEARER_AUTH.md` covering the security model, threat assumptions (token issuer is trusted; audience must be set; bearer means trust the issuer's revocation policy unless introspection enabled), and recommended configurations for common IdPs.
## 13. Security Considerations
| Concern | Mitigation |
|---|---|
| Token confusion (ID token used as bearer) | Reuse `detectTokenType` (`token_manager.go:187-303`) which checks `nonce`, `typ: at+jwt`, `token_use`, `scope`, aud-vs-clientID. Belt-and-braces: explicit `nonce` + `token_use == "id"` rejection on top. |
| Audience confusion (token for service B accepted by A) | `Audience` mandatory at startup; verified via existing `VerifyJWTSignatureAndClaims`; multi-aud tokens require matching `azp == clientID`. |
| Replay-via-blacklist false positive | `verifyOpts{skipReplayMarking: true}` on bearer path. Gates ONLY the Set; the Get stays so revoked tokens still fail. |
| Revocation lag | Optional RFC 7662 introspection. Bearer-path introspection cache TTL capped at 60s. Set `RequireTokenIntrospection=true` for real-time revocation. |
| `alg`-confusion / `alg=none` attacks | Hard-pin asymmetric allowlist at bearer entry, **before** JWKS fetch. Prevents wasted upstream calls and locks out HS/none probes. |
| `kid` injection / JWKS amplification | `kid` length cap (256 bytes) + charset allowlist enforced at bearer entry. |
| Bearer 401 brute-force / oracle | Per-IP `failedBearerAttempts` cache; configurable threshold + penalty box returning 429 + `Retry-After`. |
| `iat` clock-manipulation / forever-tokens | `MaxTokenAgeSeconds` upper bound (default 24h); cookie path unchanged. |
| Identifier-driven header injection | `sanitizeIdentifier`: length cap, control-char + bidi-override + `,;=` rejection. `net/http` rejects CRLF on the wire too (defence in depth). |
| Token leakage downstream | `StripAuthorizationHeader=true` by default. Also: `Authorization` stripped on excluded-URL requests so bearer can't leak into health/metrics downstream logs. |
| Token-in-logs | All log paths log reason categories, not raw tokens. Identifier hashed via SHA-256 truncated to 8 hex chars before any info/warn-level emission (full identifier only at debug). New `safeLogAuthEvent(category, hashedIdentifier, reasonCode)` helper makes this hard to misuse. |
| `email` claim spoofing | Startup fails if `EnableBearerAuth && UserIdentifierClaim == "email"`. Future human-user bearer iteration must add `email_verified` enforcement. |
| Bypass on SSE / WS endpoints | SSE/WS bypass keeps cookie-only behaviour; bearer ignored. Operators choose to widen if needed. |
| Mixed bearer + cookie precedence | Cookie wins by default (safer for browser scenarios); `BearerOverridesCookie=true` flips. WARN log on both-present requests. |
| Configuration drift (operator forgets audience) | Startup fails when `EnableBearerAuth=true && Audience==""`. |
| Downstream blast radius when `StripAuthorizationHeader=false` | Documented: forwarded bearer extends token's blast radius to all downstream services. Logs at those services become token stores. Operators must treat downstream log policy accordingly. |
| Introspection auth method (pre-existing gap, called out) | `token_introspection.go:80` uses `client_secret_basic` only; does not honour `private_key_jwt`. Out of scope for this PR but documented as a follow-up; operators using `ClientAuthMethod=private_key_jwt` + `RequireTokenIntrospection=true` should be aware introspection will use basic auth. |
## 14. Open Questions
None — all design decisions resolved during brainstorming + security review. Implementation may surface incidental questions (e.g. exact clock-skew leeway in `jwt.Verify`); those are out of scope for this spec and handled in the implementation plan.
## 14a. Security Review Reference
This design was reviewed by the `security-reviewer` subagent on 2026-05-18. Findings incorporated:
- **Critical**: C1 (classifier reuses `detectTokenType`), C2 (sub fallback dropped — unreachable due to `jwt.go:416`), C3 (replay-marking gates only Set, not Get; revocation regression test added).
- **High**: H1 (alg pinned at bearer entry), H2 (kid length + charset), H3 (cookie wins by default, configurable), H4 (per-IP 401 throttle), H5 (multi-aud requires azp).
- **Medium**: M1 (identifier max-length + bidi reject + delimiter chars), M2 (introspection cache TTL capped at 60s on bearer path), M4 (log-hashing via SHA-256[:8]), M5 (StripAuth blast-radius documented), M6 (iat upper-age bound), M7 (Authorization stripped on excluded URLs).
- **Low/Nit**: L2 (renamed to `BearerEmitWWWAuthenticate`), N3 (startup rejects `UserIdentifierClaim=email`).
- **Documented as pre-existing gaps (follow-up PRs)**: M3 (introspection auth method doesn't honour `private_key_jwt`).
## 15. Implementation Plan Reference
To be produced by the `writing-plans` skill in a follow-up document at `docs/superpowers/plans/2026-05-18-bearer-token-auth-plan.md`. The plan decomposes this design into ordered, independently-testable PRs.