Files
certctl/docs/operator/oidc-runbooks/auth0.md
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shankar0123 2893f9b48e auth-bundle-2 Phase 11: 6 per-IdP OIDC runbooks + index + docs/README wiring
Closes Phase 11 of cowork/auth-bundle-2-prompt.md. Operators can now
configure each major IdP against certctl's OIDC SSO surface with
documented steps, no guessing.

Files
=====

docs/operator/oidc-runbooks/index.md (NEW):
* Index page linking all six per-IdP runbooks.
* Comparison matrix (free vs paid, group-claim shape, special quirks)
  so operators pick the right runbook in <30 seconds.
* "Common shape" section pinning the consistent five-section layout
  every runbook follows.
* "Cross-IdP recurring concepts" section consolidating the
  redirect-URI / client-secret-rotation / JWKS-cache-TTL / fail-closed-
  group-mapping / PKCE-S256 / IdP-downgrade-attack-defense behaviors
  so each per-IdP runbook can stay focused on what differs.

docs/operator/oidc-runbooks/keycloak.md (NEW):
* Canonical reference. Mirrors the testfixtures/keycloak-realm.json
  shape from Phase 10's integration test fixture so the operator's
  hand-config matches the CI-verified config exactly.
* Step-by-step IdP-side: realm → client → groups → group-mapper →
  user. Cites the exact Keycloak admin-console paths (Clients →
  certctl → Client scopes → certctl-dedicated → Add mapper, etc.).
* GUI + API + MCP equivalents for the certctl-side configuration.
* JWKS-rotation drill mapped to the Phase 10 integration test that
  exercises the same flow.
* 6 most-common troubleshooting paths mapped to certctl service-
  layer sentinel errors (ErrIssuerMismatch / ErrGroupsUnmapped /
  ErrPreLoginNotFound / ErrStateMismatch / IdP-downgrade-defense
  rejection / clock-skew on iat).

docs/operator/oidc-runbooks/authentik.md (NEW):
* Authentik-specific deltas vs Keycloak: provider/application split,
  property-mapping abstraction, explicit `groups` scope requirement,
  hashed-vs-email subject mode, signing-key rotation via Crypto/Tokens.

docs/operator/oidc-runbooks/okta.md (NEW):
* Okta-specific deltas: Org server vs custom auth server distinction,
  the load-bearing "Define groups claim" step (Okta does NOT emit
  groups by default), group-filter regex on the claim definition,
  access-policy gotcha, optional Okta smoke test pointer to
  Phase 10's integration_okta_smoke_test.go.

docs/operator/oidc-runbooks/auth0.md (NEW):
* Auth0's namespaced-custom-claim quirk documented up front: any
  Action-emitted claim MUST use a URL-shape namespaced key (e.g.
  https://your-namespace/groups), and certctl's hand-rolled
  groupclaim resolver recognizes URL-shape paths as a single literal
  key (no path-walking through `/`). Walks operators through writing
  the Login Action that emits groups from app_metadata. Three
  alternative group-modeling options (app_metadata vs Authorization
  Extension vs Roles+Permissions) with tradeoffs.

docs/operator/oidc-runbooks/azure-ad.md (NEW):
* The big Entra ID quirk documented up front: groups claim emits
  GROUP OBJECT IDs (GUIDs), NOT human-readable names. Certctl group→
  role mappings MUST be configured against the GUIDs. The
  cloud-only-display-names alternative is documented but not
  recommended for hybrid AD environments. Covers the >200 groups
  truncation case (Microsoft's `hasgroups: true` claim) + the v1.0
  vs v2.0 endpoint distinction (certctl supports v2.0 only).

docs/operator/oidc-runbooks/google-workspace.md (NEW):
* The big Google Workspace quirk documented up front: Google does
  NOT emit a groups claim in the ID token. Recommended pattern is
  to broker through Keycloak (or Authentik) as a federated identity
  provider — the user authenticates at Google but certctl talks to
  Keycloak. Walks operators through wiring Google as a federated IdP
  in Keycloak, four group-assignment options (manual vs default-group
  vs claim-derived vs SCIM), and the end-to-end browser flow. The
  "direct integration without groups" anti-pattern is documented at
  the bottom with explicit "NOT RECOMMENDED" framing so operators
  understand why the broker pattern is the right call.

docs/README.md (MODIFIED):
* Adds the OIDC / SSO runbooks index to the operator-facing docs nav
  table, between "Auth threat model" and "Control plane TLS".

Conventions held
================

* Every runbook carries `> Last reviewed: 2026-05-10` per the
  docs convention.
* Every runbook follows the prompt-mandated five-section layout:
  Prerequisites → IdP-side configuration → certctl-side
  configuration → Verification → Troubleshooting → Validation
  checklist (with operator sign-off line).
* Internal-link sweep clean — every relative link resolves to an
  existing file (verified via shell loop checking each `](../...)`
  and `](*.md)` reference). External links to IdP vendor sites are
  the canonical https URLs.
* No leakage of cowork/ workspace paths as Markdown links — the
  azure-ad.md initially had a `[auth-bundles-index.md](../../../../cowork/...)`
  reference; replaced with prose-only mention to match the existing
  convention from rbac.md + migration/api-keys-to-rbac.md.
* The 7 files share a "Validation checklist" footer with operator
  sign-off line; per the prompt's exit criterion, each runbook must
  be validated end-to-end by either the operator or an external
  tester before Bundle 2 ships.

Verification
============

* Last-reviewed dates: 7/7 runbooks dated 2026-05-10.
* Internal-link sweep: 0 broken (every `]( ...)` reference resolves).
* docs/README.md → operator/oidc-runbooks/index.md link resolves.
* No backend / frontend / Go-test impact — pure docs commit. The
  pre-commit `make verify` gate is unchanged; this commit doesn't
  touch any Go file.

Phase 11 deviation note
=======================

The merge-gate criterion's "≥ 2 external testers" requirement is
operator-driven and post-tag — Phase 11 ships the runbooks; the
operator runs each end-to-end against a real production-tier IdP and
fills in the sign-off footers before flipping Bundle 2 to "merged."
Sandbox cannot exercise live Keycloak / Okta / Auth0 / Entra ID /
Google Workspace tenants; the Phase 10 testcontainers Keycloak
integration is the load-bearing automated test on the Keycloak axis,
and the per-IdP runbooks document the manual-validation matrix the
operator runs against the other five IdPs.
2026-05-10 15:49:56 +00:00

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9.8 KiB
Markdown

# Auth0 OIDC runbook
> Last reviewed: 2026-05-10
This runbook wires certctl's OIDC SSO surface against [Auth0](https://auth0.com/), a commercial cloud IdP (now part of Okta but operationally distinct). Auth0 has a free developer tier suitable for evaluation; production runs on a paid B2B / B2C plan.
For the canonical reference + mental model, read [keycloak.md](keycloak.md) first; this runbook only documents the Auth0-specific deltas.
## The big Auth0 quirk: namespaced custom claims
Auth0 imposes a hard rule: any custom claim emitted from an Action MUST use a namespaced URL-shape key (e.g. `https://your-namespace/groups`). Auth0 silently strips claims that look like standard OIDC claims (`groups`, `roles`, `permissions`, etc.) when emitted from an Action — this is a security feature to prevent claim-spoofing.
certctl handles this via the `groups_claim_path` config. If your Action emits `https://your-namespace/groups`, set `OIDCProvider.groups_claim_path` to that exact URL. The hand-rolled groupclaim resolver at `internal/auth/oidc/groupclaim/resolver.go` recognizes URL-shape paths (anything starting with `http://` or `https://`) and treats the entire string as a single literal key — it does NOT split on `/`.
Set `groups_claim_format` to `string-array`; the underlying claim shape is still a JSON array of group-name strings, just stored under a URL-shape key.
## Prerequisites
**On the Auth0 side:**
- An Auth0 tenant (free dev tier at <https://auth0.com/signup> works). Tenant URL looks like `https://<tenant-name>.<region>.auth0.com`.
- Owner or Auth0 Administrator role.
- Network reachability from certctl-server to `https://<tenant>.auth0.com/.well-known/openid-configuration`.
**On the certctl side:** same as Keycloak.
## IdP-side configuration
### 1. Pick a namespace string
Decide on a unique URL-shape namespace for certctl's custom claims. It does NOT have to resolve to a real domain; Auth0 just requires it to be URL-shape and unique within your tenant. A reasonable choice:
```
https://certctl.example.com/auth/
```
Use that prefix for every custom claim; for groups specifically:
```
https://certctl.example.com/auth/groups
```
We'll refer to this as `<NS>/groups` in the rest of this runbook.
### 2. Create the Application
In the Auth0 dashboard:
**Applications → Applications → Create Application**:
- Name: `certctl`.
- Application Type: **Regular Web Applications**.
- Click **Create**.
On the saved app's **Settings** tab:
- Application Login URI: blank (Auth0 doesn't need it for the auth-code flow).
- Allowed Callback URLs: `https://<your-certctl-host>:8443/auth/oidc/callback` (one entry, exact match).
- Allowed Logout URLs: optional.
- Allowed Web Origins: `https://<your-certctl-host>:8443`.
- Token Endpoint Authentication Method: **Post** (default; matches the certctl service's expectation of `client_secret_post`).
- Save Changes.
Copy the **Domain** (this is the issuer base — `https://<tenant>.auth0.com`), **Client ID**, and **Client Secret** from the same Settings page.
### 3. Configure the connection (where users live)
If you're using Auth0's Database connection (default username + password), the existing **Username-Password-Authentication** connection works. For SSO to Google / Microsoft / SAML, configure those connections under **Authentication → Enterprise** or **Authentication → Social** and ensure the connection is enabled on the certctl Application (App → Connections tab).
### 4. Define the groups
Auth0 doesn't have a first-class "Groups" concept like Okta or Keycloak — you have THREE options to model groups, each with tradeoffs:
**Option A: User app_metadata (simplest, recommended for dev tier).**
Each user has a `app_metadata` JSON blob you can set via the Management API, the dashboard, or a post-registration script. Stick the groups in there:
```json
{
"groups": ["certctl-engineers"]
}
```
In the Auth0 dashboard, **User Management → Users → <user> → app_metadata**: paste the JSON above and Save.
**Option B: Auth0 Authorization Extension (paid plans, recommended for production).**
Install the Authorization Extension from **Marketplace → Extensions → Authorization**. It adds a first-class "Groups" concept with UI for assignment + nested groups. Read the extension's docs; it emits groups under `<NS>/groups` automatically once enabled.
**Option C: Roles + Permissions (Auth0's RBAC primitive).**
Use **User Management → Roles** to define roles like `certctl-engineer` + `certctl-viewer`. Assign roles to users. Have your Action emit role names as a `groups` claim. This is what Auth0 documents as the canonical pattern; it's slightly heavier than Option A but more discoverable in the dashboard.
This runbook uses **Option A** for clarity; the Action below reads from `app_metadata.groups`.
### 5. Write the Action that emits the groups claim
**Actions → Library → Create Action → Build from scratch**:
- Name: `certctl-emit-groups`.
- Trigger: **Login / Post Login**.
- Runtime: Node 18.
- Click **Create**.
Paste this code:
```javascript
exports.onExecutePostLogin = async (event, api) => {
const namespace = "https://certctl.example.com/auth/";
const groups = (event.user.app_metadata && event.user.app_metadata.groups) || [];
if (groups.length > 0) {
api.idToken.setCustomClaim(namespace + "groups", groups);
api.accessToken.setCustomClaim(namespace + "groups", groups);
}
};
```
Replace `https://certctl.example.com/auth/` with your namespace from step 1. Click **Deploy**.
Then bind the Action to the Login flow:
**Actions → Flows → Login**: drag `certctl-emit-groups` from the Custom tab into the flow, between Start and Complete. Click **Apply**.
### 6. Verify the claim in a test login
Auth0's **Authentication → Authentication Profile → Try It** button or the **Logs → Real-time Logs** page can show you the issued ID token in real time. Decode at jwt.io to confirm `<NS>/groups` is present + populated.
## certctl-side configuration
```bash
curl -X POST https://<your-certctl-host>:8443/api/v1/auth/oidc/providers \
-H "Authorization: Bearer ${CERTCTL_API_KEY}" \
-H "Content-Type: application/json" \
-d '{
"name": "Auth0",
"issuer_url": "https://<tenant>.auth0.com/",
"client_id": "<paste-from-step-2>",
"client_secret": "<paste-from-step-2>",
"redirect_uri": "https://certctl.example.com:8443/auth/oidc/callback",
"groups_claim_path": "https://certctl.example.com/auth/groups",
"groups_claim_format": "string-array",
"fetch_userinfo": false,
"scopes": ["openid", "profile", "email"],
"iat_window_seconds": 300,
"jwks_cache_ttl_seconds": 3600
}'
```
Critical:
- `issuer_url` includes the **trailing slash** for Auth0 (`https://<tenant>.auth0.com/`). Auth0's `iss` claim emits with the trailing slash; mismatching trips `ErrIssuerMismatch`.
- `groups_claim_path` is the **full namespaced URL**, not the bare `groups` key. The certctl resolver treats this as a single literal lookup key against the ID token claims map (no path-walking through `/`).
Add the group→role mappings: `certctl-engineers``r-operator`, etc. The mapping table maps the group VALUES (the strings inside the claim's array), not the claim path.
## Verification
End-to-end login + audit + Sessions checks are identical to Keycloak. The audit row's `details.subject` will be Auth0's user_id (e.g. `auth0|abc123…` for database users, `google-oauth2|...` for federated), stable across email changes.
## Troubleshooting
**`ErrGroupsUnmapped` even though I see groups in the ID token at jwt.io.**
Check `groups_claim_path` exactly matches the namespaced key in the token. A common mistake: setting `groups_claim_path` to `groups` (the bare key) when the actual claim key is `https://certctl.example.com/auth/groups` (the namespaced version). The resolver's URL-shape detection is what makes the namespaced path work; if the claim path doesn't start with `http://` or `https://`, the resolver tries to walk it as a dot-separated path and fails.
**The `<NS>/groups` claim is missing from the ID token.**
- Action not bound to the Login flow: revisit step 5's "Apply" step.
- Action returns early because `event.user.app_metadata.groups` is undefined: confirm the user has the metadata set.
- Trying to set the claim under a non-namespaced key (e.g. `api.idToken.setCustomClaim("groups", groups)`): Auth0 silently drops it. Always use the namespace prefix.
**Auth0 returns "Service not found" or "Invalid audience".**
This usually means the certctl client wasn't authorized to access the userinfo endpoint or the application's `audience` setting conflicts with the OIDC discovery doc. The certctl service uses the Application's `client_id` as the `audience` claim — confirm Auth0 is emitting tokens with `aud = <client_id>` (decode at jwt.io).
**Login redirects loop between Auth0 and certctl.**
Most often a callback-URL mismatch — Auth0's "Allowed Callback URLs" must contain the EXACT certctl callback URL including port + scheme. Wildcards aren't allowed in production.
**`email_verified` is `false` and certctl rejects the user.**
certctl doesn't currently gate on `email_verified` — the User row stores email regardless. If your operator policy requires verified-only, add an Action that throws on `event.user.email_verified === false`:
```javascript
if (!event.user.email_verified) {
api.access.deny("email-not-verified");
}
```
## Validation checklist
Same as [keycloak.md](keycloak.md#validation-checklist) with Auth0-specific values, plus:
- [ ] The `<NS>/groups` claim is present in the ID token (verify via jwt.io decode).
- [ ] Removing a user's group from `app_metadata.groups` causes the next login to land on "no roles assigned".
- [ ] The Auth0 dashboard's **Logs → Real-time Logs** shows the certctl callback completing with HTTP 302 to the dashboard.
Sign-off: _______________ (operator) on _______________ (date).