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A foundation for building Elixir Phoenix apps — SaaS, social networks, ERP systems, marketplaces, and more

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phoenix_kit lib phoenix_kit_web users multi_session.ex
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lib/phoenix_kit_web/users/multi_session.ex

defmodule PhoenixKitWeb.Users.MultiSession do
@moduledoc """
Multi-account session switching.
The Plug session holds an ordered stack of raw session tokens under
`:pk_session_accounts`. `hd/1` of the stack is the ROOT account (the original
login). The currently active token stays in `:user_token`, so all existing auth
resolution (`fetch_phoenix_kit_current_*`, `on_mount`) is untouched.
Read helpers (`gate_allowed?/1`, `list_accounts/1`) take the string-keyed session
map (works from both the plug and the LiveView on_mount). Conn-mutating ops
(`add_account/3`, `add_authenticated_user/2`, `switch_to/2`, `remove_account/2`,
logout helpers) take and return a `Plug.Conn`.
"""
import Plug.Conn
alias PhoenixKit.Settings
alias PhoenixKit.Users.Auth
alias PhoenixKit.Users.Role
@stack_key :pk_session_accounts
@max_accounts 5
@doc "Maximum number of accounts allowed in one stack."
def max_accounts, do: @max_accounts
@doc """
The list of raw session tokens in the stack. Falls back to the single active
token when no explicit stack is stored, and `[]` when there is no active token.
"""
def stack_tokens(session) when is_map(session) do
case session["pk_session_accounts"] do
[_ | _] = stack -> stack
_ -> session["user_token"] |> List.wrap()
end
end
@doc """
True when the root session belongs to ANY authenticated user AND the
`multi_session_enabled` setting is on. Evaluated against the root so the
switcher stays visible even when a secondary account is active.
Anonymous (no root token / no valid user) always returns false.
"""
def gate_allowed?(session) when is_map(session) do
Settings.get_boolean_setting("multi_session_enabled", false) and root_authenticated?(session)
end
defp root_authenticated?(session) do
with [root_token | _] <- stack_tokens(session),
%Auth.User{} <- Auth.get_user_by_session_token(root_token) do
true
else
_ -> false
end
end
@doc """
Resolves each stack token to a render struct:
`%{ref, user, email, role, active?, root?}`. Tokens that no longer resolve to a
user (expired/deleted) are dropped.
"""
def list_accounts(session) when is_map(session) do
active = session["user_token"]
tokens = stack_tokens(session)
tokens
|> Enum.with_index()
|> Enum.flat_map(fn {token, index} ->
case {Auth.get_user_by_session_token(token), Auth.get_session_token_record(token)} do
{%Auth.User{} = user, %{uuid: ref}} ->
[
%{
ref: ref,
user: user,
email: user.email,
role: role_label(user),
active?: token == active,
root?: index == 0
}
]
_ ->
[]
end
end)
end
@doc """
Resolves the two transient Scope fields `{multi_session_allowed?, multi_session_accounts}`
for a session in one call.
Crucially, the (DB-heavy) account stack is resolved ONLY when the setting is on.
When `multi_session_enabled` is off — the default — this short-circuits to
`{false, []}` without touching the DB, so the hot auth path (plug + every
LiveView mount) pays nothing for a feature that is disabled.
When it IS on, `allowed?` is derived from the resolved stack (a surviving root
account) rather than a separate `gate_allowed?/1` call, which would re-resolve
the root token in its own query on top of the `list_accounts/1` walk.
"""
def scope_fields(session) when is_map(session) do
if Settings.get_boolean_setting("multi_session_enabled", false) do
accounts = list_accounts(session)
{Enum.any?(accounts, & &1.root?), accounts}
else
{false, []}
end
end
# Returns the user's most descriptive display role name.
# Priority: Owner > Admin > first custom (non-"User") role > "User".
# This correctly labels custom roles (e.g. "Manager") instead of
# bucketing all permission-holders as "Admin".
#
# Reads role names straight from `User.get_roles/1` rather than building a full
# `Scope` — the scope carries an opaque `MapSet` of permissions we don't need
# here (and constructing it tripped a Dialyzer opaqueness warning).
defp role_label(user) do
roles = Auth.User.get_roles(user)
system = Role.system_roles()
cond do
system.owner in roles ->
system.owner
system.admin in roles ->
system.admin
true ->
# Pick the first role that isn't the plain "User" baseline.
# Falls back to "User" (or the system.user name) when no custom role exists.
Enum.find(roles, system.user, fn r -> r != system.user end)
end
end
@doc """
Validates credentials and appends a real session for that user to the stack,
making it the active account. The new account may be any role; the gate is
enforced by the caller (controller) against the root account.
Returns `{:error, :already_in_stack}` if the user is already present.
"""
def add_account(conn, email_or_username, password) do
session = get_session(conn)
stack = stack_tokens(session)
if length(stack) >= @max_accounts do
{:error, :stack_full}
else
case Auth.get_user_by_email_or_username_and_password(email_or_username, password) do
{:ok, %Auth.User{is_active: true} = user} ->
if already_in_stack?(stack, user) do
{:error, :already_in_stack}
else
token = Auth.generate_user_session_token(user)
conn =
conn
|> put_session(@stack_key, stack ++ [token])
|> renew_and_put_active_token(token)
log_event("session.account_added", root_user(session), user)
{:ok, conn}
end
{:ok, %Auth.User{}} ->
{:error, :inactive}
{:error, reason} ->
{:error, reason}
end
end
end
@doc """
Appends an already-authenticated (active) user to the session stack and makes
them the active account. Shares all invariants with `add_account/3`:
- Stack-limit check (`:stack_full`)
- Dedup check — returns `{:error, :already_in_stack}` if the user is already present
- Session-fixation protection via `renew_and_put_active_token/2`
Used by the OAuth add-account callback so the same logic applies whether the
user was authenticated via password or via OAuth.
`event` names the activity-feed action written on success. It exists so
`impersonate/2` can record what actually happened instead of a second row
saying `session.account_added` — in the feed those two are the same sentence,
and one of them is a user adding an account of their own.
"""
def add_authenticated_user(conn, user, event \\ "session.account_added")
def add_authenticated_user(conn, %Auth.User{is_active: true} = user, event) do
session = get_session(conn)
stack = stack_tokens(session)
cond do
length(stack) >= @max_accounts ->
{:error, :stack_full}
already_in_stack?(stack, user) ->
{:error, :already_in_stack}
true ->
token = Auth.generate_user_session_token(user)
conn =
conn
|> put_session(@stack_key, stack ++ [token])
|> renew_and_put_active_token(token)
log_event(event, root_user(session), user)
{:ok, conn}
end
end
def add_authenticated_user(_conn, %Auth.User{}, _event), do: {:error, :inactive}
@doc """
Adds `target` to the session stack on an administrator's authority, without
their password — "log in as this user".
Shares every invariant of `add_authenticated_user/2` and adds the authority
checks that separate support access from account takeover:
- the **root** account decides, never the active one. Otherwise an
administrator could impersonate a user and, from inside that session,
impersonate someone the user could never reach;
- the root must hold the Owner or Admin **role**. Deliberately not
`can_access_admin_area?/1`: that is true for *any* permission holder, so a
customer granted one self-service permission would qualify — and could then
borrow another customer's account;
- an Owner is never a target. The one account that can undo anything must not
be reachable by borrowing it;
- an Admin root cannot take another Admin either — support access is for the
people being supported, not sideways between staff. An Owner root may,
because there is nothing above it to escalate to.
A success is logged as `session.impersonated` — one row, written in place of
the `session.account_added` the stack append would otherwise have written. A
refusal is logged as `session.impersonation_refused` with the deciding rule in
`metadata["reason"]`: an impersonation nobody can see afterwards is the thing
that makes this feature dangerous, and a *rejected* attempt to borrow the
owner's account is the entry whoever watches the feed most wants to find.
Refusal rows carry no `target_uuid` on purpose. `Activity.log/1` fans a row
with one out to that user's notification inbox, and a refused attempt is a
signal for the feed, not a message to the person it named.
"""
@spec impersonate(Plug.Conn.t(), Auth.User.t()) ::
{:ok, Plug.Conn.t()}
| {:error,
:not_allowed
| :target_is_owner
| :target_is_staff
| :stack_full
| :already_in_stack
| :inactive
| :self}
def impersonate(conn, %Auth.User{} = target) do
session = get_session(conn)
actor = root_user(session)
case authorize_impersonation(actor, target) do
:ok ->
case add_authenticated_user(conn, target, "session.impersonated") do
{:ok, conn} ->
{:ok, conn}
{:error, reason} = error ->
log_impersonation_refused(actor, target, reason)
error
end
{:error, reason} = error ->
log_impersonation_refused(actor, target, reason)
error
end
end
@doc """
True when the session's ROOT account holds the authority `impersonate/2`
requires before it will look at a target at all.
Exposed so the controller can refuse an unauthorized actor *before* it resolves
the uuid: resolving first answers "does this account exist?" with a distinct
message, and this endpoint is reachable by every signed-in user, not only by
staff. Shares `staff?/1` with `authorize_impersonation/2` so the two rules
cannot drift apart.
"""
@spec may_impersonate?(map()) :: boolean()
def may_impersonate?(session) when is_map(session) do
case root_user(session) do
%Auth.User{} = actor -> staff?(actor)
_ -> false
end
end
@doc """
Records an impersonation attempt refused before a target was resolved, so the
controller's authority-first ordering does not cost the feed an entry.
"""
@spec log_impersonation_refusal(Plug.Conn.t(), String.t()) :: :ok
def log_impersonation_refusal(conn, target_uuid) do
conn
|> get_session()
|> root_user()
|> log_impersonation_refused(target_uuid, :not_allowed)
end
defp authorize_impersonation(nil, _target), do: {:error, :not_allowed}
defp authorize_impersonation(%Auth.User{} = actor, %Auth.User{} = target) do
system = Role.system_roles()
actor_roles = Auth.User.get_roles(actor)
target_roles = Auth.User.get_roles(target)
cond do
actor.uuid == target.uuid ->
{:error, :self}
not staff?(actor) ->
{:error, :not_allowed}
system.owner in target_roles ->
{:error, :target_is_owner}
system.owner in actor_roles ->
:ok
system.admin in target_roles ->
{:error, :target_is_staff}
true ->
:ok
end
end
# Owner or Admin by ROLE. Deliberately not `can_access_admin_area?/1` — see
# `impersonate/2`'s docstring for why a permission check opens the door to
# any customer holding one self-service permission.
defp staff?(%Auth.User{} = user) do
system = Role.system_roles()
roles = Auth.User.get_roles(user)
system.owner in roles or system.admin in roles
end
@doc "Activates a token already present in the stack, identified by `ref`."
def switch_to(conn, ref) do
session = get_session(conn)
stack = stack_tokens(session)
case find_token_by_ref(stack, ref) do
nil ->
{:error, :not_in_stack}
token ->
case Auth.ensure_active_user(Auth.get_user_by_session_token(token)) do
nil ->
{:error, :inactive}
user ->
conn = renew_and_put_active_token(conn, token)
log_event("session.switched", root_user(session), user)
{:ok, conn, user}
end
end
end
@doc "Removes a non-root token from the stack and deletes it from the DB."
def remove_account(conn, ref) do
session = get_session(conn)
stack = stack_tokens(session)
[root_token | _] = stack
case find_token_by_ref(stack, ref) do
nil ->
{:error, :not_in_stack}
^root_token ->
{:error, :cannot_remove_root}
token ->
Auth.delete_user_session_token(token)
new_stack = List.delete(stack, token)
conn = put_session(conn, @stack_key, new_stack)
conn =
if session["user_token"] == token,
do: put_active_token(conn, root_token),
else: conn
{:ok, conn}
end
end
@doc """
Logs out the active account. When a non-root account is active, deletes it and
switches back to root (`{:switched, conn, root_user}`). When the root account is
active, signals a full logout (`{:full, conn}`) for the caller to run.
"""
def log_out_active(conn) do
session = get_session(conn)
stack = stack_tokens(session)
[root_token | _] = stack
active = session["user_token"]
if active == root_token or length(stack) <= 1 do
{:full, conn}
else
if live_socket_id = session["live_socket_id"] do
PhoenixKitWeb.Users.Auth.broadcast_disconnect_for_socket(live_socket_id)
end
Auth.delete_user_session_token(active)
new_stack = List.delete(stack, active)
root_user = Auth.get_user_by_session_token(root_token)
conn =
conn
|> put_session(@stack_key, new_stack)
|> put_active_token(root_token)
{:switched, conn, root_user}
end
end
@doc "Deletes every stack token from the DB (used by 'Log out all')."
def delete_all_stack_tokens(conn) do
conn |> get_session() |> stack_tokens() |> Enum.each(&Auth.delete_user_session_token/1)
conn
end
# --- internal ---
# Used for account-switching operations (add/switch): rotates the session ID
# and drops the CSRF token to prevent session fixation attacks, while
# preserving all existing session data (configure_session(renew: true) only
# rotates the id — it does not clear conn.private[:plug_session]).
defp renew_and_put_active_token(conn, token) do
Plug.CSRFProtection.delete_csrf_token()
conn
|> configure_session(renew: true)
|> put_active_token(token)
end
defp put_active_token(conn, token) do
conn
|> put_session(:user_token, token)
|> put_session(:live_socket_id, "phoenix_kit_sessions:#{Base.url_encode64(token)}")
end
defp already_in_stack?(stack, %Auth.User{} = user) do
Enum.any?(stack, fn token ->
case Auth.get_user_by_session_token(token) do
%Auth.User{uuid: uuid} -> uuid == user.uuid
_ -> false
end
end)
end
defp find_token_by_ref(stack, ref) do
Enum.find(stack, fn token ->
match?(%{uuid: ^ref}, Auth.get_session_token_record(token))
end)
end
defp root_user(session) do
case stack_tokens(session) do
[root_token | _] -> Auth.get_user_by_session_token(root_token)
_ -> nil
end
end
defp log_event(action, %Auth.User{} = actor, %Auth.User{} = target) do
PhoenixKit.Activity.log(%{
action: action,
module: "users",
mode: "auto",
actor_uuid: actor.uuid,
resource_type: "user",
resource_uuid: target.uuid,
target_uuid: target.uuid,
metadata: %{"email" => target.email, "actor_role" => "admin"}
})
rescue
_ -> :ok
end
defp log_event(_action, _actor, _target), do: :ok
# A refused impersonation. `target` is a `%User{}` when one was resolved and a
# bare uuid when the actor was turned away before the lookup; either way the
# row names what was reached for. No `target_uuid` — see `impersonate/2`.
defp log_impersonation_refused(%Auth.User{} = actor, target, reason) do
{target_uuid, target_email} = refusal_target(target)
PhoenixKit.Activity.log(%{
action: "session.impersonation_refused",
module: "users",
mode: "auto",
actor_uuid: actor.uuid,
resource_type: "user",
resource_uuid: target_uuid,
target_uuid: nil,
metadata:
%{"reason" => to_string(reason), "email" => target_email}
|> Enum.reject(fn {_k, v} -> is_nil(v) end)
|> Map.new()
})
rescue
_ -> :ok
end
defp log_impersonation_refused(_actor, _target, _reason), do: :ok
defp refusal_target(%Auth.User{uuid: uuid, email: email}), do: {uuid, email}
defp refusal_target(uuid) when is_binary(uuid), do: {uuid, nil}
defp refusal_target(_target), do: {nil, nil}
end