OAuth

.gitignore

@@ -94,11 +94,9 @@ node_modules/
 *.roo*
 # OS specific
 # Task files
-.taskmaster/docs
-.taskmaster/config.json
-.taskmaster/templates
+.taskmaster/
 tasks.json
-tasks/ 
+tasks/
 *.mcp.json
 scripts/
 .cursor/mcp.json

Gemfile

@@ -47,6 +47,10 @@ gem "image_processing", ">= 1.2"
 gem "ostruct"
 gem "bcrypt", "~> 3.1"
 gem "jwt"
+
+# OAuth & API Security
+gem "doorkeeper"
+gem "rack-attack", "~> 6.6"
 gem "faraday"
 gem "faraday-retry"
 gem "faraday-multipart"

Gemfile.lock

@@ -155,6 +155,8 @@ GEM
       irb (~> 1.10)
       reline (>= 0.3.8)
     docile (1.4.1)
+    doorkeeper (5.8.2)
+      railties (>= 5)
     dotenv (3.1.8)
     dotenv-rails (3.1.8)
       dotenv (= 3.1.8)
@@ -364,6 +366,8 @@ GEM
     raabro (1.4.0)
     racc (1.8.1)
     rack (3.1.16)
+    rack-attack (6.7.0)
+      rack (>= 1.0, < 4)
     rack-mini-profiler (3.3.1)
       rack (>= 1.2.0)
     rack-session (2.1.1)
@@ -596,6 +600,7 @@ DEPENDENCIES
   climate_control
   csv
   debug
+  doorkeeper
   dotenv-rails
   erb_lint
   faker
@@ -623,6 +628,7 @@ DEPENDENCIES
   plaid
   propshaft
   puma (>= 5.0)
+  rack-attack (~> 6.6)
   rack-mini-profiler
   rails (~> 7.2.2)
   rails-settings-cached

config/application.rb

@@ -38,5 +38,8 @@ module Maybe
     config.lookbook.preview_display_options = {
       theme: [ "light", "dark" ] # available in view as params[:theme]
     }
+
+    # Enable Rack::Attack middleware for API rate limiting
+    config.middleware.use Rack::Attack
   end
 end

config/initializers/doorkeeper.rb

@@ -0,0 +1,526 @@
+# frozen_string_literal: true
+
+Doorkeeper.configure do
+  # Change the ORM that doorkeeper will use (requires ORM extensions installed).
+  # Check the list of supported ORMs here: https://github.com/doorkeeper-gem/doorkeeper#orms
+  orm :active_record
+
+  # This block will be called to check whether the resource owner is authenticated or not.
+  resource_owner_authenticator do
+    Current.user || redirect_to(new_session_url)
+  end
+
+  # If you didn't skip applications controller from Doorkeeper routes in your application routes.rb
+  # file then you need to declare this block in order to restrict access to the web interface for
+  # adding oauth authorized applications. In other case it will return 403 Forbidden response
+  # every time somebody will try to access the admin web interface.
+  #
+  admin_authenticator do
+    # Put your admin authentication logic here.
+    # Example implementation:
+
+    if Current.user
+      head :forbidden unless Current.user.admin?
+    else
+      redirect_to new_session_url
+    end
+  end
+
+  # You can use your own model classes if you need to extend (or even override) default
+  # Doorkeeper models such as `Application`, `AccessToken` and `AccessGrant.
+  #
+  # By default Doorkeeper ActiveRecord ORM uses its own classes:
+  #
+  # access_token_class "Doorkeeper::AccessToken"
+  # access_grant_class "Doorkeeper::AccessGrant"
+  # application_class "Doorkeeper::Application"
+  #
+  # Don't forget to include Doorkeeper ORM mixins into your custom models:
+  #
+  #   *  ::Doorkeeper::Orm::ActiveRecord::Mixins::AccessToken - for access token
+  #   *  ::Doorkeeper::Orm::ActiveRecord::Mixins::AccessGrant - for access grant
+  #   *  ::Doorkeeper::Orm::ActiveRecord::Mixins::Application - for application (OAuth2 clients)
+  #
+  # For example:
+  #
+  # access_token_class "MyAccessToken"
+  #
+  # class MyAccessToken < ApplicationRecord
+  #   include ::Doorkeeper::Orm::ActiveRecord::Mixins::AccessToken
+  #
+  #   self.table_name = "hey_i_wanna_my_name"
+  #
+  #   def destroy_me!
+  #     destroy
+  #   end
+  # end
+
+  # Enables polymorphic Resource Owner association for Access Tokens and Access Grants.
+  # By default this option is disabled.
+  #
+  # Make sure you properly setup you database and have all the required columns (run
+  # `bundle exec rails generate doorkeeper:enable_polymorphic_resource_owner` and execute Rails
+  # migrations).
+  #
+  # If this option enabled, Doorkeeper will store not only Resource Owner primary key
+  # value, but also it's type (class name). See "Polymorphic Associations" section of
+  # Rails guides: https://guides.rubyonrails.org/association_basics.html#polymorphic-associations
+  #
+  # [NOTE] If you apply this option on already existing project don't forget to manually
+  # update `resource_owner_type` column in the database and fix migration template as it will
+  # set NOT NULL constraint for Access Grants table.
+  #
+  # use_polymorphic_resource_owner
+
+  # If you are planning to use Doorkeeper in Rails 5 API-only application, then you might
+  # want to use API mode that will skip all the views management and change the way how
+  # Doorkeeper responds to a requests.
+  #
+  # api_only
+
+  # Enforce token request content type to application/x-www-form-urlencoded.
+  # It is not enabled by default to not break prior versions of the gem.
+  #
+  # enforce_content_type
+
+  # Authorization Code expiration time (default: 10 minutes).
+  #
+  # authorization_code_expires_in 10.minutes
+
+  # Access token expiration time (default: 2 hours).
+  # If you set this to `nil` Doorkeeper will not expire the token and omit expires_in in response.
+  # It is RECOMMENDED to set expiration time explicitly.
+  # Prefer access_token_expires_in 100.years or similar,
+  # which would be functionally equivalent and avoid the risk of unexpected behavior by callers.
+  #
+  access_token_expires_in 1.year
+
+  # Assign custom TTL for access tokens. Will be used instead of access_token_expires_in
+  # option if defined. In case the block returns `nil` value Doorkeeper fallbacks to
+  # +access_token_expires_in+ configuration option value. If you really need to issue a
+  # non-expiring access token (which is not recommended) then you need to return
+  # Float::INFINITY from this block.
+  #
+  # `context` has the following properties available:
+  #
+  #   * `client` - the OAuth client application (see Doorkeeper::OAuth::Client)
+  #   * `grant_type` - the grant type of the request (see Doorkeeper::OAuth)
+  #   * `scopes` - the requested scopes (see Doorkeeper::OAuth::Scopes)
+  #   * `resource_owner` - authorized resource owner instance (if present)
+  #
+  # custom_access_token_expires_in do |context|
+  #   context.client.additional_settings.implicit_oauth_expiration
+  # end
+
+  # Use a custom class for generating the access token.
+  # See https://doorkeeper.gitbook.io/guides/configuration/other-configurations#custom-access-token-generator
+  #
+  # access_token_generator '::Doorkeeper::JWT'
+
+  # The controller +Doorkeeper::ApplicationController+ inherits from.
+  # Defaults to +ActionController::Base+ unless +api_only+ is set, which changes the default to
+  # +ActionController::API+. The return value of this option must be a stringified class name.
+  # See https://doorkeeper.gitbook.io/guides/configuration/other-configurations#custom-controllers
+  #
+  # base_controller 'ApplicationController'
+
+  # Reuse access token for the same resource owner within an application (disabled by default).
+  #
+  # This option protects your application from creating new tokens before old **valid** one becomes
+  # expired so your database doesn't bloat. Keep in mind that when this option is enabled Doorkeeper
+  # doesn't update existing token expiration time, it will create a new token instead if no active matching
+  # token found for the application, resources owner and/or set of scopes.
+  # Rationale: https://github.com/doorkeeper-gem/doorkeeper/issues/383
+  #
+  # You can not enable this option together with +hash_token_secrets+.
+  #
+  # reuse_access_token
+
+  # In case you enabled `reuse_access_token` option Doorkeeper will try to find matching
+  # token using `matching_token_for` Access Token API that searches for valid records
+  # in batches in order not to pollute the memory with all the database records. By default
+  # Doorkeeper uses batch size of 10 000 records. You can increase or decrease this value
+  # depending on your needs and server capabilities.
+  #
+  # token_lookup_batch_size 10_000
+
+  # Set a limit for token_reuse if using reuse_access_token option
+  #
+  # This option limits token_reusability to some extent.
+  # If not set then access_token will be reused unless it expires.
+  # Rationale: https://github.com/doorkeeper-gem/doorkeeper/issues/1189
+  #
+  # This option should be a percentage(i.e. (0,100])
+  #
+  # token_reuse_limit 100
+
+  # Only allow one valid access token obtained via client credentials
+  # per client. If a new access token is obtained before the old one
+  # expired, the old one gets revoked (disabled by default)
+  #
+  # When enabling this option, make sure that you do not expect multiple processes
+  # using the same credentials at the same time (e.g. web servers spanning
+  # multiple machines and/or processes).
+  #
+  # revoke_previous_client_credentials_token
+
+  # Only allow one valid access token obtained via authorization code
+  # per client. If a new access token is obtained before the old one
+  # expired, the old one gets revoked (disabled by default)
+  #
+  # revoke_previous_authorization_code_token
+
+  # Require non-confidential clients to use PKCE when using an authorization code
+  # to obtain an access_token (disabled by default)
+  #
+  force_pkce
+
+  # Hash access and refresh tokens before persisting them.
+  # This will disable the possibility to use +reuse_access_token+
+  # since plain values can no longer be retrieved.
+  #
+  # Note: If you are already a user of doorkeeper and have existing tokens
+  # in your installation, they will be invalid without adding 'fallback: :plain'.
+  #
+  hash_token_secrets
+  # By default, token secrets will be hashed using the
+  # +Doorkeeper::Hashing::SHA256+ strategy.
+  #
+  # If you wish to use another hashing implementation, you can override
+  # this strategy as follows:
+  #
+  # hash_token_secrets using: '::Doorkeeper::Hashing::MyCustomHashImpl'
+  #
+  # Keep in mind that changing the hashing function will invalidate all existing
+  # secrets, if there are any.
+
+  # Hash application secrets before persisting them.
+  #
+  hash_application_secrets
+  #
+  # By default, applications will be hashed
+  # with the +Doorkeeper::SecretStoring::SHA256+ strategy.
+  #
+  # If you wish to use bcrypt for application secret hashing, uncomment
+  # this line instead:
+  #
+  # hash_application_secrets using: '::Doorkeeper::SecretStoring::BCrypt'
+
+  # When the above option is enabled, and a hashed token or secret is not found,
+  # you can allow to fall back to another strategy. For users upgrading
+  # doorkeeper and wishing to enable hashing, you will probably want to enable
+  # the fallback to plain tokens.
+  #
+  # This will ensure that old access tokens and secrets
+  # will remain valid even if the hashing above is enabled.
+  #
+  # This can be done by adding 'fallback: plain', e.g. :
+  #
+  # hash_application_secrets using: '::Doorkeeper::SecretStoring::BCrypt', fallback: :plain
+
+  # Issue access tokens with refresh token (disabled by default), you may also
+  # pass a block which accepts `context` to customize when to give a refresh
+  # token or not. Similar to +custom_access_token_expires_in+, `context` has
+  # the following properties:
+  #
+  # `client` - the OAuth client application (see Doorkeeper::OAuth::Client)
+  # `grant_type` - the grant type of the request (see Doorkeeper::OAuth)
+  # `scopes` - the requested scopes (see Doorkeeper::OAuth::Scopes)
+  #
+  use_refresh_token
+
+  # Provide support for an owner to be assigned to each registered application (disabled by default)
+  # Optional parameter confirmation: true (default: false) if you want to enforce ownership of
+  # a registered application
+  # NOTE: you must also run the rails g doorkeeper:application_owner generator
+  # to provide the necessary support
+  #
+  # enable_application_owner confirmation: false
+
+  # Define access token scopes for your provider
+  # For more information go to
+  # https://doorkeeper.gitbook.io/guides/ruby-on-rails/scopes
+  #
+  default_scopes  :read_accounts
+  optional_scopes :read_transactions, :read_balances
+
+  # Allows to restrict only certain scopes for grant_type.
+  # By default, all the scopes will be available for all the grant types.
+  #
+  # Keys to this hash should be the name of grant_type and
+  # values should be the array of scopes for that grant type.
+  # Note: scopes should be from configured_scopes (i.e. default or optional)
+  #
+  # scopes_by_grant_type password: [:write], client_credentials: [:update]
+
+  # Forbids creating/updating applications with arbitrary scopes that are
+  # not in configuration, i.e. +default_scopes+ or +optional_scopes+.
+  # (disabled by default)
+  #
+  # enforce_configured_scopes
+
+  # Change the way client credentials are retrieved from the request object.
+  # By default it retrieves first from the `HTTP_AUTHORIZATION` header, then
+  # falls back to the `:client_id` and `:client_secret` params from the `params` object.
+  # Check out https://github.com/doorkeeper-gem/doorkeeper/wiki/Changing-how-clients-are-authenticated
+  # for more information on customization
+  #
+  # client_credentials :from_basic, :from_params
+
+  # Change the way access token is authenticated from the request object.
+  # By default it retrieves first from the `HTTP_AUTHORIZATION` header, then
+  # falls back to the `:access_token` or `:bearer_token` params from the `params` object.
+  # Check out https://github.com/doorkeeper-gem/doorkeeper/wiki/Changing-how-clients-are-authenticated
+  # for more information on customization
+  #
+  # access_token_methods :from_bearer_authorization, :from_access_token_param, :from_bearer_param
+
+  # Forces the usage of the HTTPS protocol in non-native redirect uris (enabled
+  # by default in non-development environments). OAuth2 delegates security in
+  # communication to the HTTPS protocol so it is wise to keep this enabled.
+  #
+  # Callable objects such as proc, lambda, block or any object that responds to
+  # #call can be used in order to allow conditional checks (to allow non-SSL
+  # redirects to localhost for example).
+  #
+  # force_ssl_in_redirect_uri !Rails.env.development?
+  #
+  # force_ssl_in_redirect_uri { |uri| uri.host != 'localhost' }
+
+  # Specify what redirect URI's you want to block during Application creation.
+  # Any redirect URI is allowed by default.
+  #
+  # You can use this option in order to forbid URI's with 'javascript' scheme
+  # for example.
+  #
+  # forbid_redirect_uri { |uri| uri.scheme.to_s.downcase == 'javascript' }
+
+  # Allows to set blank redirect URIs for Applications in case Doorkeeper configured
+  # to use URI-less OAuth grant flows like Client Credentials or Resource Owner
+  # Password Credentials. The option is on by default and checks configured grant
+  # types, but you **need** to manually drop `NOT NULL` constraint from `redirect_uri`
+  # column for `oauth_applications` database table.
+  #
+  # You can completely disable this feature with:
+  #
+  # allow_blank_redirect_uri false
+  #
+  # Or you can define your custom check:
+  #
+  # allow_blank_redirect_uri do |grant_flows, client|
+  #   client.superapp?
+  # end
+
+  # Specify how authorization errors should be handled.
+  # By default, doorkeeper renders json errors when access token
+  # is invalid, expired, revoked or has invalid scopes.
+  #
+  # If you want to render error response yourself (i.e. rescue exceptions),
+  # set +handle_auth_errors+ to `:raise` and rescue Doorkeeper::Errors::InvalidToken
+  # or following specific errors:
+  #
+  #   Doorkeeper::Errors::TokenForbidden, Doorkeeper::Errors::TokenExpired,
+  #   Doorkeeper::Errors::TokenRevoked, Doorkeeper::Errors::TokenUnknown
+  #
+  # handle_auth_errors :raise
+  #
+  # If you want to redirect back to the client application in accordance with
+  # https://datatracker.ietf.org/doc/html/rfc6749#section-4.1.2.1, you can set
+  # +handle_auth_errors+ to :redirect
+  #
+  # handle_auth_errors :redirect
+
+  # Customize token introspection response.
+  # Allows to add your own fields to default one that are required by the OAuth spec
+  # for the introspection response. It could be `sub`, `aud` and so on.
+  # This configuration option can be a proc, lambda or any Ruby object responds
+  # to `.call` method and result of it's invocation must be a Hash.
+  #
+  # custom_introspection_response do |token, context|
+  #   {
+  #     "sub": "Z5O3upPC88QrAjx00dis",
+  #     "aud": "https://protected.example.net/resource",
+  #     "username": User.find(token.resource_owner_id).username
+  #   }
+  # end
+  #
+  # or
+  #
+  # custom_introspection_response CustomIntrospectionResponder
+
+  # Specify what grant flows are enabled in array of Strings. The valid
+  # strings and the flows they enable are:
+  #
+  # "authorization_code" => Authorization Code Grant Flow
+  # "implicit"           => Implicit Grant Flow
+  # "password"           => Resource Owner Password Credentials Grant Flow
+  # "client_credentials" => Client Credentials Grant Flow
+  #
+  # If not specified, Doorkeeper enables authorization_code and
+  # client_credentials.
+  #
+  # implicit and password grant flows have risks that you should understand
+  # before enabling:
+  #   https://datatracker.ietf.org/doc/html/rfc6819#section-4.4.2
+  #   https://datatracker.ietf.org/doc/html/rfc6819#section-4.4.3
+  #
+  # grant_flows %w[authorization_code client_credentials]
+
+  # Allows to customize OAuth grant flows that +each+ application support.
+  # You can configure a custom block (or use a class respond to `#call`) that must
+  # return `true` in case Application instance supports requested OAuth grant flow
+  # during the authorization request to the server. This configuration +doesn't+
+  # set flows per application, it only allows to check if application supports
+  # specific grant flow.
+  #
+  # For example you can add an additional database column to `oauth_applications` table,
+  # say `t.array :grant_flows, default: []`, and store allowed grant flows that can
+  # be used with this application there. Then when authorization requested Doorkeeper
+  # will call this block to check if specific Application (passed with client_id and/or
+  # client_secret) is allowed to perform the request for the specific grant type
+  # (authorization, password, client_credentials, etc).
+  #
+  # Example of the block:
+  #
+  #   ->(flow, client) { client.grant_flows.include?(flow) }
+  #
+  # In case this option invocation result is `false`, Doorkeeper server returns
+  # :unauthorized_client error and stops the request.
+  #
+  # @param allow_grant_flow_for_client [Proc] Block or any object respond to #call
+  # @return [Boolean] `true` if allow or `false` if forbid the request
+  #
+  # allow_grant_flow_for_client do |grant_flow, client|
+  #   # `grant_flows` is an Array column with grant
+  #   # flows that application supports
+  #
+  #   client.grant_flows.include?(grant_flow)
+  # end
+
+  # If you need arbitrary Resource Owner-Client authorization you can enable this option
+  # and implement the check your need. Config option must respond to #call and return
+  # true in case resource owner authorized for the specific application or false in other
+  # cases.
+  #
+  # By default all Resource Owners are authorized to any Client (application).
+  #
+  # authorize_resource_owner_for_client do |client, resource_owner|
+  #   resource_owner.admin? || client.owners_allowlist.include?(resource_owner)
+  # end
+
+  # Allows additional data fields to be sent while granting access to an application,
+  # and for this additional data to be included in subsequently generated access tokens.
+  # The 'authorizations/new' page will need to be overridden to include this additional data
+  # in the request params when granting access. The access grant and access token models
+  # will both need to respond to these additional data fields, and have a database column
+  # to store them in.
+  #
+  # Example:
+  # You have a multi-tenanted platform and want to be able to grant access to a specific
+  # tenant, rather than all the tenants a user has access to. You can use this config
+  # option to specify that a ':tenant_id' will be passed when authorizing. This tenant_id
+  # will be included in the access tokens. When a request is made with one of these access
+  # tokens, you can check that the requested data belongs to the specified tenant.
+  #
+  # Default value is an empty Array: []
+  # custom_access_token_attributes [:tenant_id]
+
+  # Hook into the strategies' request & response life-cycle in case your
+  # application needs advanced customization or logging:
+  #
+  # before_successful_strategy_response do |request|
+  #   puts "BEFORE HOOK FIRED! #{request}"
+  # end
+  #
+  # after_successful_strategy_response do |request, response|
+  #   puts "AFTER HOOK FIRED! #{request}, #{response}"
+  # end
+
+  # Hook into Authorization flow in order to implement Single Sign Out
+  # or add any other functionality. Inside the block you have an access
+  # to `controller` (authorizations controller instance) and `context`
+  # (Doorkeeper::OAuth::Hooks::Context instance) which provides pre auth
+  # or auth objects with issued token based on hook type (before or after).
+  #
+  # before_successful_authorization do |controller, context|
+  #   Rails.logger.info(controller.request.params.inspect)
+  #
+  #   Rails.logger.info(context.pre_auth.inspect)
+  # end
+  #
+  # after_successful_authorization do |controller, context|
+  #   controller.session[:logout_urls] <<
+  #     Doorkeeper::Application
+  #       .find_by(controller.request.params.slice(:redirect_uri))
+  #       .logout_uri
+  #
+  #   Rails.logger.info(context.auth.inspect)
+  #   Rails.logger.info(context.issued_token)
+  # end
+
+  # Under some circumstances you might want to have applications auto-approved,
+  # so that the user skips the authorization step.
+  # For example if dealing with a trusted application.
+  #
+  # skip_authorization do |resource_owner, client|
+  #   client.superapp? or resource_owner.admin?
+  # end
+
+  # Configure custom constraints for the Token Introspection request.
+  # By default this configuration option allows to introspect a token by another
+  # token of the same application, OR to introspect the token that belongs to
+  # authorized client (from authenticated client) OR when token doesn't
+  # belong to any client (public token). Otherwise requester has no access to the
+  # introspection and it will return response as stated in the RFC.
+  #
+  # Block arguments:
+  #
+  # @param token [Doorkeeper::AccessToken]
+  #   token to be introspected
+  #
+  # @param authorized_client [Doorkeeper::Application]
+  #   authorized client (if request is authorized using Basic auth with
+  #   Client Credentials for example)
+  #
+  # @param authorized_token [Doorkeeper::AccessToken]
+  #   Bearer token used to authorize the request
+  #
+  # In case the block returns `nil` or `false` introspection responses with 401 status code
+  # when using authorized token to introspect, or you'll get 200 with { "active": false } body
+  # when using authorized client to introspect as stated in the
+  # RFC 7662 section 2.2. Introspection Response.
+  #
+  # Using with caution:
+  # Keep in mind that these three parameters pass to block can be nil as following case:
+  #  `authorized_client` is nil if and only if `authorized_token` is present, and vice versa.
+  #  `token` will be nil if and only if `authorized_token` is present.
+  # So remember to use `&` or check if it is present before calling method on
+  # them to make sure you doesn't get NoMethodError exception.
+  #
+  # You can define your custom check:
+  #
+  # allow_token_introspection do |token, authorized_client, authorized_token|
+  #   if authorized_token
+  #     # customize: require `introspection` scope
+  #     authorized_token.application == token&.application ||
+  #       authorized_token.scopes.include?("introspection")
+  #   elsif token.application
+  #     # `protected_resource` is a new database boolean column, for example
+  #     authorized_client == token.application || authorized_client.protected_resource?
+  #   else
+  #     # public token (when token.application is nil, token doesn't belong to any application)
+  #     true
+  #   end
+  # end
+  #
+  # Or you can completely disable any token introspection:
+  #
+  # allow_token_introspection false
+  #
+  # If you need to block the request at all, then configure your routes.rb or web-server
+  # like nginx to forbid the request.
+
+  # WWW-Authenticate Realm (default: "Doorkeeper").
+  #
+  # realm "Doorkeeper"
+end

config/initializers/rack_attack.rb

@@ -0,0 +1,66 @@
+# frozen_string_literal: true
+
+class Rack::Attack
+  # Enable Rack::Attack
+  enabled = Rails.env.production? || Rails.env.staging?
+
+  # Throttle requests to the OAuth token endpoint
+  throttle("oauth/token", limit: 10, period: 1.minute) do |request|
+    request.ip if request.path == "/oauth/token"
+  end
+
+  # Throttle API requests per access token
+  throttle("api/requests", limit: 100, period: 1.hour) do |request|
+    if request.path.start_with?("/api/")
+      # Extract access token from Authorization header
+      auth_header = request.get_header("HTTP_AUTHORIZATION")
+      if auth_header&.start_with?("Bearer ")
+        token = auth_header.split(" ").last
+        "api_token:#{Digest::SHA256.hexdigest(token)}"
+      else
+        # Fall back to IP-based limiting for unauthenticated requests
+        "api_ip:#{request.ip}"
+      end
+    end
+  end
+
+  # More permissive throttling for API requests by IP (for development/testing)
+  throttle("api/ip", limit: 200, period: 1.hour) do |request|
+    request.ip if request.path.start_with?("/api/")
+  end
+
+  # Block requests that appear to be malicious
+  blocklist("block malicious requests") do |request|
+    # Block requests with suspicious user agents
+    suspicious_user_agents = [
+      /sqlmap/i,
+      /nmap/i,
+      /nikto/i,
+      /masscan/i
+    ]
+
+    user_agent = request.user_agent
+    suspicious_user_agents.any? { |pattern| user_agent =~ pattern } if user_agent
+  end
+
+  # Configure response for throttled requests
+  self.throttled_responder = lambda do |request|
+    [
+      429, # status
+      {
+        "Content-Type" => "application/json",
+        "Retry-After" => "60"
+      },
+      [{ error: "Rate limit exceeded. Try again later." }.to_json]
+    ]
+  end
+
+  # Configure response for blocked requests
+  self.blocklisted_responder = lambda do |request|
+    [
+      403, # status
+      { "Content-Type" => "application/json" },
+      [{ error: "Request blocked." }.to_json]
+    ]
+  end
+end

config/locales/doorkeeper.en.yml

@@ -0,0 +1,155 @@
+en:
+  activerecord:
+    attributes:
+      doorkeeper/application:
+        name: 'Name'
+        redirect_uri: 'Redirect URI'
+    errors:
+      models:
+        doorkeeper/application:
+          attributes:
+            redirect_uri:
+              fragment_present: 'cannot contain a fragment.'
+              invalid_uri: 'must be a valid URI.'
+              unspecified_scheme: 'must specify a scheme.'
+              relative_uri: 'must be an absolute URI.'
+              secured_uri: 'must be an HTTPS/SSL URI.'
+              forbidden_uri: 'is forbidden by the server.'
+            scopes:
+              not_match_configured: "doesn't match configured on the server."
+
+  doorkeeper:
+    applications:
+      confirmations:
+        destroy: 'Are you sure?'
+      buttons:
+        edit: 'Edit'
+        destroy: 'Destroy'
+        submit: 'Submit'
+        cancel: 'Cancel'
+        authorize: 'Authorize'
+      form:
+        error: 'Whoops! Check your form for possible errors'
+      help:
+        confidential: 'Application will be used where the client secret can be kept confidential. Native mobile apps and Single Page Apps are considered non-confidential.'
+        redirect_uri: 'Use one line per URI'
+        blank_redirect_uri: "Leave it blank if you configured your provider to use Client Credentials, Resource Owner Password Credentials or any other grant type that doesn't require redirect URI."
+        scopes: 'Separate scopes with spaces. Leave blank to use the default scopes.'
+      edit:
+        title: 'Edit application'
+      index:
+        title: 'Your applications'
+        new: 'New Application'
+        name: 'Name'
+        callback_url: 'Callback URL'
+        confidential: 'Confidential?'
+        actions: 'Actions'
+        confidentiality:
+          'yes': 'Yes'
+          'no': 'No'
+      new:
+        title: 'New Application'
+      show:
+        title: 'Application: %{name}'
+        application_id: 'UID'
+        secret: 'Secret'
+        secret_hashed: 'Secret hashed'
+        scopes: 'Scopes'
+        confidential: 'Confidential'
+        callback_urls: 'Callback urls'
+        actions: 'Actions'
+        not_defined: 'Not defined'
+
+    authorizations:
+      buttons:
+        authorize: 'Authorize'
+        deny: 'Deny'
+      error:
+        title: 'An error has occurred'
+      new:
+        title: 'Authorization required'
+        prompt: 'Authorize %{client_name} to use your account?'
+        able_to: 'This application will be able to'
+      show:
+        title: 'Authorization code'
+      form_post:
+        title: 'Submit this form'
+
+    authorized_applications:
+      confirmations:
+        revoke: 'Are you sure?'
+      buttons:
+        revoke: 'Revoke'
+      index:
+        title: 'Your authorized applications'
+        application: 'Application'
+        created_at: 'Created At'
+        date_format: '%Y-%m-%d %H:%M:%S'
+
+    pre_authorization:
+      status: 'Pre-authorization'
+
+    errors:
+      messages:
+        # Common error messages
+        invalid_request:
+          unknown: 'The request is missing a required parameter, includes an unsupported parameter value, or is otherwise malformed.'
+          missing_param: 'Missing required parameter: %{value}.'
+          request_not_authorized: 'Request need to be authorized. Required parameter for authorizing request is missing or invalid.'
+          invalid_code_challenge: 'Code challenge is required.'
+        invalid_redirect_uri: "The requested redirect uri is malformed or doesn't match client redirect URI."
+        unauthorized_client: 'The client is not authorized to perform this request using this method.'
+        access_denied: 'The resource owner or authorization server denied the request.'
+        invalid_scope: 'The requested scope is invalid, unknown, or malformed.'
+        invalid_code_challenge_method:
+          zero: 'The authorization server does not support PKCE as there are no accepted code_challenge_method values.'
+          one: 'The code_challenge_method must be %{challenge_methods}.'
+          other: 'The code_challenge_method must be one of %{challenge_methods}.'
+        server_error: 'The authorization server encountered an unexpected condition which prevented it from fulfilling the request.'
+        temporarily_unavailable: 'The authorization server is currently unable to handle the request due to a temporary overloading or maintenance of the server.'
+
+        # Configuration error messages
+        credential_flow_not_configured: 'Resource Owner Password Credentials flow failed due to Doorkeeper.configure.resource_owner_from_credentials being unconfigured.'
+        resource_owner_authenticator_not_configured: 'Resource Owner find failed due to Doorkeeper.configure.resource_owner_authenticator being unconfigured.'
+        admin_authenticator_not_configured: 'Access to admin panel is forbidden due to Doorkeeper.configure.admin_authenticator being unconfigured.'
+
+        # Access grant errors
+        unsupported_response_type: 'The authorization server does not support this response type.'
+        unsupported_response_mode: 'The authorization server does not support this response mode.'
+
+        # Access token errors
+        invalid_client: 'Client authentication failed due to unknown client, no client authentication included, or unsupported authentication method.'
+        invalid_grant: 'The provided authorization grant is invalid, expired, revoked, does not match the redirection URI used in the authorization request, or was issued to another client.'
+        unsupported_grant_type: 'The authorization grant type is not supported by the authorization server.'
+
+        invalid_token:
+          revoked: "The access token was revoked"
+          expired: "The access token expired"
+          unknown: "The access token is invalid"
+        revoke:
+          unauthorized: "You are not authorized to revoke this token"
+
+        forbidden_token:
+          missing_scope: 'Access to this resource requires scope "%{oauth_scopes}".'
+
+    flash:
+      applications:
+        create:
+          notice: 'Application created.'
+        destroy:
+          notice: 'Application deleted.'
+        update:
+          notice: 'Application updated.'
+      authorized_applications:
+        destroy:
+          notice: 'Application revoked.'
+
+    layouts:
+      admin:
+        title: 'Doorkeeper'
+        nav:
+          oauth2_provider: 'OAuth2 Provider'
+          applications: 'Applications'
+          home: 'Home'
+      application:
+        title: 'OAuth authorization required'

config/routes.rb

@@ -2,6 +2,7 @@ require "sidekiq/web"
 require "sidekiq/cron/web"
 
 Rails.application.routes.draw do
+  use_doorkeeper
   # MFA routes
   resource :mfa, controller: "mfa", only: [ :new, :create ] do
     get :verify
@@ -180,6 +181,8 @@ Rails.application.routes.draw do
     get :accept, on: :member
   end
 
+
+
   resources :currencies, only: %i[show]
 
   resources :impersonation_sessions, only: [ :create ] do

db/migrate/20250612150749_create_doorkeeper_tables.rb

@@ -0,0 +1,99 @@
+# frozen_string_literal: true
+
+class CreateDoorkeeperTables < ActiveRecord::Migration[7.2]
+  def change
+    create_table :oauth_applications do |t|
+      t.string  :name,    null: false
+      t.string  :uid,     null: false
+      # Remove `null: false` or use conditional constraint if you are planning to use public clients.
+      t.string  :secret,  null: false
+
+      # Remove `null: false` if you are planning to use grant flows
+      # that doesn't require redirect URI to be used during authorization
+      # like Client Credentials flow or Resource Owner Password.
+      t.text    :redirect_uri, null: false
+      t.string  :scopes,       null: false, default: ''
+      t.boolean :confidential, null: false, default: true
+      t.timestamps             null: false
+    end
+
+    add_index :oauth_applications, :uid, unique: true
+
+    create_table :oauth_access_grants do |t|
+      t.references :resource_owner,  null: false
+      t.references :application,     null: false
+      t.string   :token,             null: false
+      t.integer  :expires_in,        null: false
+      t.text     :redirect_uri,      null: false
+      t.string   :scopes,            null: false, default: ''
+      t.datetime :created_at,        null: false
+      t.datetime :revoked_at
+    end
+
+    add_index :oauth_access_grants, :token, unique: true
+    add_foreign_key(
+      :oauth_access_grants,
+      :oauth_applications,
+      column: :application_id
+    )
+
+    create_table :oauth_access_tokens do |t|
+      t.references :resource_owner, index: true
+
+      # Remove `null: false` if you are planning to use Password
+      # Credentials Grant flow that doesn't require an application.
+      t.references :application,    null: false
+
+      # If you use a custom token generator you may need to change this column
+      # from string to text, so that it accepts tokens larger than 255
+      # characters. More info on custom token generators in:
+      # https://github.com/doorkeeper-gem/doorkeeper/tree/v3.0.0.rc1#custom-access-token-generator
+      #
+      # t.text :token, null: false
+      t.string :token, null: false
+
+      t.string   :refresh_token
+      t.integer  :expires_in
+      t.string   :scopes
+      t.datetime :created_at, null: false
+      t.datetime :revoked_at
+
+      # The authorization server MAY issue a new refresh token, in which case
+      # *the client MUST discard the old refresh token* and replace it with the
+      # new refresh token. The authorization server MAY revoke the old
+      # refresh token after issuing a new refresh token to the client.
+      # @see https://datatracker.ietf.org/doc/html/rfc6749#section-6
+      #
+      # Doorkeeper implementation: if there is a `previous_refresh_token` column,
+      # refresh tokens will be revoked after a related access token is used.
+      # If there is no `previous_refresh_token` column, previous tokens are
+      # revoked as soon as a new access token is created.
+      #
+      # Comment out this line if you want refresh tokens to be instantly
+      # revoked after use.
+      t.string   :previous_refresh_token, null: false, default: ""
+    end
+
+    add_index :oauth_access_tokens, :token, unique: true
+
+    # See https://github.com/doorkeeper-gem/doorkeeper/issues/1592
+    if ActiveRecord::Base.connection.adapter_name == "SQLServer"
+      execute <<~SQL.squish
+        CREATE UNIQUE NONCLUSTERED INDEX index_oauth_access_tokens_on_refresh_token ON oauth_access_tokens(refresh_token)
+        WHERE refresh_token IS NOT NULL
+      SQL
+    else
+      add_index :oauth_access_tokens, :refresh_token, unique: true
+    end
+
+    add_foreign_key(
+      :oauth_access_tokens,
+      :oauth_applications,
+      column: :application_id
+    )
+
+    # Uncomment below to ensure a valid reference to the resource owner's table
+    # add_foreign_key :oauth_access_grants, <model>, column: :resource_owner_id
+    # add_foreign_key :oauth_access_tokens, <model>, column: :resource_owner_id
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.2].define(version: 2025_06_10_181219) do
+ActiveRecord::Schema[7.2].define(version: 2025_06_12_150749) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "pgcrypto"
   enable_extension "plpgsql"
@@ -30,7 +30,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_06_10_181219) do
     t.decimal "balance", precision: 19, scale: 4
     t.string "currency"
     t.boolean "is_active", default: true, null: false
-    t.virtual "classification", type: :string, as: "\nCASE\n    WHEN ((accountable_type)::text = ANY ((ARRAY['Loan'::character varying, 'CreditCard'::character varying, 'OtherLiability'::character varying])::text[])) THEN 'liability'::text\n    ELSE 'asset'::text\nEND", stored: true
+    t.virtual "classification", type: :string, as: "\nCASE\n    WHEN ((accountable_type)::text = ANY (ARRAY[('Loan'::character varying)::text, ('CreditCard'::character varying)::text, ('OtherLiability'::character varying)::text])) THEN 'liability'::text\n    ELSE 'asset'::text\nEND", stored: true
     t.uuid "import_id"
     t.uuid "plaid_account_id"
     t.boolean "scheduled_for_deletion", default: false
@@ -199,7 +199,12 @@ ActiveRecord::Schema[7.2].define(version: 2025_06_10_181219) do
     t.boolean "excluded", default: false
     t.string "plaid_id"
     t.jsonb "locked_attributes", default: {}
+    t.index ["account_id", "date"], name: "index_entries_on_account_id_and_date"
     t.index ["account_id"], name: "index_entries_on_account_id"
+    t.index ["amount"], name: "index_entries_on_amount"
+    t.index ["date"], name: "index_entries_on_date"
+    t.index ["entryable_id", "entryable_type"], name: "index_entries_on_entryable"
+    t.index ["excluded"], name: "index_entries_on_excluded"
     t.index ["import_id"], name: "index_entries_on_import_id"
   end
 
@@ -210,6 +215,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_06_10_181219) do
     t.date "date", null: false
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
+    t.index ["date", "from_currency", "to_currency"], name: "index_exchange_rates_on_date_and_currencies"
     t.index ["from_currency", "to_currency", "date"], name: "index_exchange_rates_on_base_converted_date_unique", unique: true
     t.index ["from_currency"], name: "index_exchange_rates_on_from_currency"
     t.index ["to_currency"], name: "index_exchange_rates_on_to_currency"
@@ -228,8 +234,6 @@ ActiveRecord::Schema[7.2].define(version: 2025_06_10_181219) do
     t.boolean "data_enrichment_enabled", default: false
     t.boolean "early_access", default: false
     t.boolean "auto_sync_on_login", default: true, null: false
-    t.datetime "latest_sync_activity_at", default: -> { "CURRENT_TIMESTAMP" }
-    t.datetime "latest_sync_completed_at", default: -> { "CURRENT_TIMESTAMP" }
   end
 
   create_table "holdings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
@@ -408,6 +412,48 @@ ActiveRecord::Schema[7.2].define(version: 2025_06_10_181219) do
     t.index ["chat_id"], name: "index_messages_on_chat_id"
   end
 
+  create_table "oauth_access_grants", force: :cascade do |t|
+    t.bigint "resource_owner_id", null: false
+    t.bigint "application_id", null: false
+    t.string "token", null: false
+    t.integer "expires_in", null: false
+    t.text "redirect_uri", null: false
+    t.string "scopes", default: "", null: false
+    t.datetime "created_at", null: false
+    t.datetime "revoked_at"
+    t.index ["application_id"], name: "index_oauth_access_grants_on_application_id"
+    t.index ["resource_owner_id"], name: "index_oauth_access_grants_on_resource_owner_id"
+    t.index ["token"], name: "index_oauth_access_grants_on_token", unique: true
+  end
+
+  create_table "oauth_access_tokens", force: :cascade do |t|
+    t.bigint "resource_owner_id"
+    t.bigint "application_id", null: false
+    t.string "token", null: false
+    t.string "refresh_token"
+    t.integer "expires_in"
+    t.string "scopes"
+    t.datetime "created_at", null: false
+    t.datetime "revoked_at"
+    t.string "previous_refresh_token", default: "", null: false
+    t.index ["application_id"], name: "index_oauth_access_tokens_on_application_id"
+    t.index ["refresh_token"], name: "index_oauth_access_tokens_on_refresh_token", unique: true
+    t.index ["resource_owner_id"], name: "index_oauth_access_tokens_on_resource_owner_id"
+    t.index ["token"], name: "index_oauth_access_tokens_on_token", unique: true
+  end
+
+  create_table "oauth_applications", force: :cascade do |t|
+    t.string "name", null: false
+    t.string "uid", null: false
+    t.string "secret", null: false
+    t.text "redirect_uri", null: false
+    t.string "scopes", default: "", null: false
+    t.boolean "confidential", default: true, null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["uid"], name: "index_oauth_applications_on_uid", unique: true
+  end
+
   create_table "other_assets", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
@@ -606,6 +652,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_06_10_181219) do
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
     t.index ["tag_id"], name: "index_taggings_on_tag_id"
+    t.index ["taggable_id", "taggable_type"], name: "index_taggings_on_taggable_id_and_type"
     t.index ["taggable_type", "taggable_id"], name: "index_taggings_on_taggable"
   end
 
@@ -737,6 +784,8 @@ ActiveRecord::Schema[7.2].define(version: 2025_06_10_181219) do
   add_foreign_key "invitations", "users", column: "inviter_id"
   add_foreign_key "merchants", "families"
   add_foreign_key "messages", "chats"
+  add_foreign_key "oauth_access_grants", "oauth_applications", column: "application_id"
+  add_foreign_key "oauth_access_tokens", "oauth_applications", column: "application_id"
   add_foreign_key "plaid_accounts", "plaid_items"
   add_foreign_key "plaid_items", "families"
   add_foreign_key "rejected_transfers", "transactions", column: "inflow_transaction_id"

test/integration/oauth_basic_test.rb

@@ -0,0 +1,49 @@
+# frozen_string_literal: true
+
+require "test_helper"
+
+class OauthBasicTest < ActionDispatch::IntegrationTest
+  test "oauth authorization endpoint requires authentication" do
+    oauth_app = Doorkeeper::Application.create!(
+      name: "Test API Client",
+      redirect_uri: "https://client.example.com/callback",
+      scopes: "read_accounts"
+    )
+
+    get "/oauth/authorize?client_id=#{oauth_app.uid}&redirect_uri=#{CGI.escape(oauth_app.redirect_uri)}&response_type=code&scope=read_accounts"
+
+    # Should redirect to login page when not authenticated
+    assert_redirected_to new_session_path
+  end
+
+  test "oauth token endpoint exists and handles requests" do
+    post "/oauth/token", params: {
+      grant_type: "authorization_code",
+      code: "invalid_code",
+      redirect_uri: "https://example.com/callback",
+      client_id: "invalid_client"
+    }
+
+    # Should return 401 for invalid client (correct OAuth behavior)
+    assert_response :unauthorized
+    response_body = JSON.parse(response.body)
+    assert_equal "invalid_client", response_body["error"]
+  end
+
+  test "oauth applications can be created" do
+    assert_difference("Doorkeeper::Application.count") do
+      Doorkeeper::Application.create!(
+        name: "Test App",
+        redirect_uri: "https://example.com/callback",
+        scopes: "read_accounts"
+      )
+    end
+  end
+
+  test "doorkeeper configuration is properly set up" do
+    # Test that Doorkeeper is configured and working
+    assert Doorkeeper.configuration.present?, "Doorkeeper configuration should exist"
+    assert_equal 1.year, Doorkeeper.configuration.access_token_expires_in
+    assert_equal "read_accounts", Doorkeeper.configuration.default_scopes.first.to_s
+  end
+end

test/integration/rack_attack_test.rb

@@ -0,0 +1,23 @@
+# frozen_string_literal: true
+
+require "test_helper"
+
+class RackAttackTest < ActionDispatch::IntegrationTest
+  test "rack attack is configured" do
+    # Verify Rack::Attack is enabled in middleware stack
+    middleware_classes = Rails.application.middleware.map(&:klass)
+    assert_includes middleware_classes, Rack::Attack, "Rack::Attack should be in middleware stack"
+  end
+
+  test "oauth token endpoint has rate limiting configured" do
+    # Test that the throttle is configured (we don't need to trigger it)
+    throttles = Rack::Attack.throttles.keys
+    assert_includes throttles, "oauth/token", "OAuth token endpoint should have rate limiting"
+  end
+
+  test "api requests have rate limiting configured" do
+    # Test that API rate limiting is configured
+    throttles = Rack::Attack.throttles.keys
+    assert_includes throttles, "api/requests", "API requests should have rate limiting"
+  end
+end