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shelfmark/docs/index.md
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Gavin McFallandClaude Fable 5.1 3b280009ae feat(auth): static API_KEY (env) accepted as Bearer or X-Api-Key, cookie or key (#1366)
Supersedes #1353, per the discussion in #1352: one `API_KEY` environment
variable; when set, a request carrying it is authenticated as the first
admin, and cookie sessions keep working exactly as before (cookie **or**
key). Nothing else changes. No table, no UI, no settings-tab switch, no
per-user keys.

## What

- `API_KEY` (env). Unset → the feature is off and none of the new code
runs.
- `Authorization: Bearer <key>` or `X-Api-Key: <key>` on any existing
`/api/*` route authenticates that request as the first admin in
`users.db` (`ORDER BY id`), or as a bare admin identity
(`user_id="api"`, `is_admin=True`, no local user row) if the install has
no admin yet. Per request only; nothing is persisted; the admin's role
is read live, so deleting or demoting that user takes effect on the next
request.
- Both headers are checked and either may match. That is what makes the
key usable behind a reverse proxy that injects its own `Authorization`
header (oauth2-proxy, Authelia, forwardAuth): send the key in
`X-Api-Key`.
- A credential that is **not** the key is ignored and the request
continues on the normal session path, so proxy-forwarded tokens are
unaffected. Without a valid session such a request gets the usual `401
{"error": "Unauthorized"}`, identical to a request with no credential,
so there is nothing to probe.

## How

- `shelfmark/config/env.py`: `API_KEY = os.getenv("API_KEY",
"").strip()`.
- `shelfmark/core/api_key.py`: `extract_api_key_candidates()` (Bearer
token if the scheme is Bearer, then `X-Api-Key`) and `matches_api_key()`
using `hmac.compare_digest` on bytes.
- `shelfmark/core/user_db.py`: `UserDB.get_first_admin()`.
- `shelfmark/main.py`: `api_key_auth_middleware` (`before_request`,
registered before `proxy_auth_middleware`, which early-returns for keyed
requests). Only `/api/` paths; `/api/health` and `/api/auth/*` exempt;
no-op when `API_KEY` is unset or the auth mode is `none`. On a match it
mirrors the proxy-auth pattern: `session.clear()` then populate
`user_id` / `is_admin` / `db_user_id` for this request, `permanent =
False`, `modified = False`, `g.api_key_auth = True`. An `after_request`
hook guarantees no `Set-Cookie` is written for a keyed request even if a
handler dirties the session.
- `docs/api-access.md` (new), the `API_KEY` entry in
`docs/environment-variables.md`, and a README link.

## Security

- Constant-time compare; the key is never logged or echoed.
- Keyed requests never mint or refresh a session cookie and ignore any
cookie sent with them (a non-admin cookie plus the key yields admin for
that request; the browser's own session is left untouched and usable).
- The mismatch path touches neither the session nor `g`, so a stray
bearer on a browser request can neither log the user out nor change how
their cookie is refreshed.
- Store errors during the admin lookup fail closed (`500 {"error":
"Authentication error"}`), never to anonymous.
- Verified against Flask's `save_session` / `should_set_cookie`
ordering, and under auth modes `none`, `builtin`, `proxy`.

## Tests

`tests/core/test_api_key_env.py` (36): extraction and matching;
first-admin lookup; middleware behaviour on a guarded route and an admin
route, with and without a user_db, `X-Api-Key`, both-headers
combinations, no `Set-Cookie` when a handler dirties the session,
incoming non-admin cookie ignored, browser cookie still usable after a
keyed request, security headers, store error → 500, mismatch → guard's
401 / cookie path / permanent cookie untouched, unset → off, exempt
paths and path probes, `none` and `proxy` modes, deleted and demoted
first admin, a keyed write passing the guard. Existing auth suites
unchanged. All CI gates green on the fork:
https://github.com/gavinmcfall/shelfmark/pull/2 (CI-only draft).

Also exercised against a running instance: 47 scripted checks including
150 concurrent requests, proxy-mode switching through the key, an
unset-key restart, and a log scan for the key.

## Naming

`API_KEY` as discussed. If you'd rather namespace it
(`SHELFMARK_API_KEY`) to avoid clashing with other tools' env vars in
shared compose files, it is a one-line change; say the word.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-21 00:00:42 -04:00

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