View Source Security considerations

LiveView begins its life-cycle as a regular HTTP request. Then a stateful connection is established. Both the HTTP request and the stateful connection receive the client data via parameters and session.

This means that any session validation must happen both in the HTTP request (plug pipeline) and the stateful connection (LiveView mount).

Authentication vs authorization

When speaking about security, there are two terms commonly used: authentication and authorization. Authentication is about identifying a user. Authorization is about telling if a user has access to a certain resource or feature in the system.

In a regular web application, once a user is authenticated, for example by entering their email and password, or by using a third-party service such as Google, Twitter, or Facebook, a token identifying the user is stored in the session, which is a cookie (a key-value pair) stored in the user's browser.

Every time there is a request, we read the value from the session, and, if valid, we fetch the user stored in the session from the database. The session is automatically validated by Phoenix and tools like mix phx.gen.auth can generate the building blocks of an authentication system for you.

Once the user is authenticated, they may perform many actions on the page, and some of those actions require specific permissions. This is called authorization and the specific rules often change per application.

In a regular web application, we perform authentication and authorization checks on every request. Given LiveViews start as a regular HTTP request, they share the authentication logic with regular requests through plugs. Once the user is authenticated, we typically validate the sessions on the mount callback. Authorization rules generally happen on mount (for instance, is the user allowed to see this page?) and also on handle_event (is the user allowed to delete this item?).

Mounting considerations

The mount/3 callback is invoked both on the initial HTTP mount and when LiveView is connected. Therefore, any authorization performed during mount will cover all scenarios.

Once the user is authorized and stored in the session, the logic to fetch the user and further authorize its account needs to happen inside LiveView. For example, if you have the following plugs:

plug :ensure_user_authenticated
plug :ensure_user_confirmed

Then the mount/3 callback of your LiveView should execute those same verifications:

def mount(_params, %{"user_id" => user_id} = _session, socket) do
  socket = assign(socket, current_user: Accounts.get_user!(user_id))

  socket =
    if socket.assigns.current_user.confirmed_at do
      socket
    else
      redirect(socket, to: "/login")
    end

  {:ok, socket}
end

Beginning with v0.17, LiveView includes the on_mount (Phoenix.LiveView.on_mount/1) hook, which allows you to encapsulate this logic and execute it on every mount, as you would with plug:

defmodule MyAppWeb.UserLiveAuth do
  import Phoenix.Component
  import Phoenix.LiveView
  alias MyAppWeb.Accounts # from `mix phx.gen.auth`

  def on_mount(:default, _params, %{"user_token" => user_token} = _session, socket) do
    socket =
      assign_new(socket, :current_user, fn ->
        Accounts.get_user_by_session_token(user_token)
      end)

    if socket.assigns.current_user.confirmed_at do
      {:cont, socket}
    else
      {:halt, redirect(socket, to: "/login")}
    end
  end
end

We use assign_new/3. This is a convenience to avoid fetching the current_user multiple times across parent-child LiveViews.

Now we can use the hook whenever relevant. One option is to specify the hook in your router under live_session:

live_session :default, on_mount: MyAppWeb.UserLiveAuth do
  # Your routes
end

Alternatively, you can either specify the hook directly in the LiveView:

defmodule MyAppWeb.PageLive do
  use MyAppWeb, :live_view
  on_mount MyAppWeb.UserLiveAuth

  ...
end

If you prefer, you can add the hook to def live_view under MyAppWeb, to run it on all LiveViews by default:

def live_view do
  quote do
    use Phoenix.LiveView,
      layout: {MyAppWeb.Layouts, :app}

    on_mount MyAppWeb.UserLiveAuth
    unquote(html_helpers())
  end
end

Events considerations

Every time the user performs an action on your system, you should verify if the user is authorized to do so, regardless if you are using LiveViews or not. For example, imagine a user can see all projects in a web application, but they may not have permission to delete any of them. At the UI level, you handle this accordingly by not showing the delete button in the projects listing, but a savvy user can directly talk to the server and request a deletion anyway. For this reason, you must always verify permissions on the server.

In LiveView, most actions are handled by the handle_event callback. Therefore, you typically authorize the user within those callbacks. In the scenario just described, one might implement this:

on_mount MyAppWeb.UserLiveAuth

def mount(_params, _session, socket) do
  {:ok, load_projects(socket)}
end

def handle_event("delete_project", %{"project_id" => project_id}, socket) do
  Project.delete!(socket.assigns.current_user, project_id)
  {:noreply, update(socket, :projects, &Enum.reject(&1, fn p -> p.id == project_id end)}
end

defp load_projects(socket) do
  projects = Project.all_projects(socket.assigns.current_user)
  assign(socket, projects: projects)
end

First, we used on_mount to authenticate the user based on the data stored in the session. Then we load all projects based on the authenticated user. Now, whenever there is a request to delete a project, we still pass the current user as argument to the Project context, so it verifies if the user is allowed to delete it or not. In case it cannot delete, it is fine to just raise an exception. After all, users are not meant to trigger this code path anyway (unless they are fiddling with something they are not supposed to!).

Disconnecting all instances of a live user

So far, the security model between LiveView and regular web applications have been remarkably similar. After all, we must always authenticate and authorize every user. The main difference between them happens on logout or when revoking access.

Because LiveView is a permanent connection between client and server, if a user is logged out, or removed from the system, this change won't reflect on the LiveView part unless the user reloads the page.

Luckily, it is possible to address this by setting a live_socket_id in the session. For example, when logging in a user, you could do:

conn
|> put_session(:current_user_id, user.id)
|> put_session(:live_socket_id, "users_socket:#{user.id}")

Now all LiveView sockets will be identified and listen to the given live_socket_id. You can then disconnect all live users identified by said ID by broadcasting on the topic:

MyAppWeb.Endpoint.broadcast("users_socket:#{user.id}", "disconnect", %{})

Note: If you use mix phx.gen.auth to generate your authentication system, lines to that effect are already present in the generated code. The generated code uses a user_token instead of referring to the user_id.

Once a LiveView is disconnected, the client will attempt to reestablish the connection and re-execute the mount/3 callback. In this case, if the user is no longer logged in or it no longer has access to the current resource, mount/3 will fail and the user will be redirected.

This is the same mechanism provided by Phoenix.Channels. Therefore, if your application uses both channels and LiveViews, you can use the same technique to disconnect any stateful connection.

`live_session` and `push_navigate`

LiveView supports live redirect, which allows users to navigate between pages over the LiveView connection. Whenever there is a push_navigate, a new LiveView will be mounted, skipping the regular HTTP requests and without going through the plug pipeline.

However, if you want to draw stronger boundaries between parts of your application, you can also use Phoenix.LiveView.Router.live_session/2 to group your live routes. This can be handy because you can only push_navigate between LiveViews in the same live_session.

For example, imagine you need to authenticate two distinct types of users. Your regular users login via email and password, and you have an admin dashboard that uses http auth. You can specify different live_sessions for each authentication flow:

live_session :default do
  scope "/" do
    pipe_through [:authenticate_user]
    get ...
    live ...
  end
end

live_session :admin do
  scope "/admin" do
    pipe_through [:http_auth_admin]
    get ...
    live ...
  end
end

Now every time you try to navigate to an admin panel, and out of it, a regular page navigation will happen and a brand new live connection will be established.

Once again, it is worth remembering that LiveViews require their own security checks, so we use pipe_through above to protect the regular routes (get, post, etc.) and the LiveViews should run their own checks using on_mount hooks.

live_session can also be used to enforce each LiveView group has a different root layout, since layouts are not updated between live redirects:

live_session :default, root_layout: {Layouts, :root} do
  ...
end

live_session :admin, root_layout: {Layouts, :admin} do
  ...
end

Finally, you can even combine live_session with on_mount. Instead of declaring on_mount on every LiveView, you can declare it at the router level and it will enforce it on all LiveViews under it:

live_session :default, on_mount: MyAppWeb.UserLiveAuth do
  scope "/" do
    pipe_through [:authenticate_user]
    live ...
  end
end

live_session :admin, on_mount: MyAppWeb.AdminLiveAuth do
  scope "/admin" do
    pipe_through [:authenticate_admin]
    live ...
  end
end

Each live route under the :default live_session will invoke the MyAppWeb.UserLiveAuth hook on mount. This module was defined earlier in this guide. We will also pipe regular web requests through :authenticate_user, which must execute the same checks as MyAppWeb.UserLiveAuth, but tailored to plug.

Similarly, the :admin live_session has its own authentication flow, powered by MyAppWeb.AdminLiveAuth. It also defines a plug equivalent named :authenticate_admin, which will be used by any regular request. If there are no regular web requests defined under a live session, then the pipe_through checks are not necessary.

Declaring the on_mount on live_session is exactly the same as declaring it in each LiveView. It will be executed every time a LiveView is mounted, even after push_navigates.

Summing up

The important concepts to keep in mind are:

Your authentication logic (logging the user in) is typically part of your regular web request pipeline and it is shared by both controllers and LiveViews. Authentication then stores the user information in the session. Regular web requests use plug to read the user from a session, LiveViews read it inside an on_mount callback. This is typically a single database lookup on both cases. Running mix phx.gen.auth sets up all that is necessary
Once authenticated, your authorization logic in LiveViews will happen both during mount (such as "can the user see this page?") and during events (like "can the user delete this item?"). Those rules are often domain/business specific, and typically happen in your context modules. This is also a requirement for regular requests and responses
live_session can be used to draw boundaries between groups of LiveViews. While you could use live_session to draw lines between different authorization rules, doing so would lead to frequent page reloads. For this reason, we typically use live_session to enforce different authentication requirements or whenever you need to change root layouts

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