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Upgrade guide
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anakinj committed Dec 28, 2024
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8 changes: 8 additions & 0 deletions .yardopts
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README.md
CHANGELOG.md
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UPGRADING.md
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9 changes: 6 additions & 3 deletions CHANGELOG.md
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[Full Changelog](https://github.com/jwt/ruby-jwt/compare/v2.10.1...main)

**Features:**
**Breaking changes:**
- Require token signature to be verified before accessing payload [#648](https://github.com/jwt/ruby-jwt/pull/648) ([@anakinj](https://github.com/anakinj))
- Drop support for the HS512256 algorithm [#650](https://github.com/jwt/ruby-jwt/pull/650) ([@anakinj](https://github.com/anakinj))

Take a look at the [upgrade guide](UPGRADING.md) for more details.

**Features:**
- JWT::EncodedToken#verify! method that bundles signature and claim validation [#647](https://github.com/jwt/ruby-jwt/pull/647) ([@anakinj](https://github.com/anakinj))
- Require token signature to be verified before accessing payload (Breaking change!) [#648](https://github.com/jwt/ruby-jwt/pull/648) ([@anakinj](https://github.com/anakinj))
- Drop support for the HS512256 algorithm (Breaking change!) [#650](https://github.com/jwt/ruby-jwt/pull/650) ([@anakinj](https://github.com/anakinj))
- Your contribution here

**Fixes and enhancements:**
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## Upcoming breaking changes

Notable changes in the upcoming **version 3.0**:

- The indirect dependency to [rbnacl](https://github.com/RubyCrypto/rbnacl) will be removed:
- Support for the non-standard SHA512256 algorithm will be removed.
- Support for Ed25519 will be moved to a [separate gem](https://github.com/anakinj/jwt-eddsa) for better dependency handling.

- Base64 decoding will no longer fallback on the looser RFC 2045.

- Claim verification has been [split into separate classes](https://github.com/jwt/ruby-jwt/pull/605) and has [a new api](https://github.com/jwt/ruby-jwt/pull/626) and lead to the following deprecations:
- The `::JWT::ClaimsValidator` class will be removed in favor of the functionality provided by `::JWT::Claims`.
- The `::JWT::Claims::verify!` method will be removed in favor of `::JWT::Claims::verify_payload!`.
- The `::JWT::JWA.create` method will be removed.
- The `::JWT::Verify` class will be removed in favor of the functionality provided by `::JWT::Claims`.
- Calling `::JWT::Claims::Numeric.new` with a payload will be removed in favor of `::JWT::Claims::verify_payload!(payload, :numeric)`.
- Calling `::JWT::Claims::Numeric.verify!` with a payload will be removed in favor of `::JWT::Claims::verify_payload!(payload, :numeric)`.

- The internal algorithms were [restructured](https://github.com/jwt/ruby-jwt/pull/607) to support extensions from separate libraries. The changes lead to a few deprecations and new requirements:
- The `sign` and `verify` static methods on all the algorithms (`::JWT::JWA`) will be removed.
- Custom algorithms are expected to include the `JWT::JWA::SigningAlgorithm` module.
Check out breaking changes in the upcoming **version 3.0** from the [upgrade guide](UPGRADING.md)

## Sponsors

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# Upgrading ruby-jwt to >= 3.0.0

## Removal of the indirect [RbNaCl](https://github.com/RubyCrypto/rbnacl) dependency

Historically, the set of supported algorithms was extended by including the `rbnacl` gem in the application's Gemfile. On load, ruby-jwt tried to load the gem and, if available, extend the algorithms to those provided by the `rbnacl/libsodium` libraries. This indirect dependency has caused some maintenance pain and confusion about which versions of the gem are supported.

Some work to ease the way alternative algorithms can be implemented has been done. This enables the extraction of the algorithm provided by `rbnacl`.

The extracted algorithms now live in the [jwt-eddsa](https://rubygems.org/gems/jwt-eddsa) gem.

### Dropped support for HS512256

The algorithm HS512256 (HMAC-SHA-512 truncated to 256-bits) is not part of any JWA/JWT RFC and therefore will not be supported anymore. It was part of the HMAC algorithms provided by the indirect [RbNaCl](https://github.com/RubyCrypto/rbnacl) dependency. Currently, there are no direct substitutes for the algorithm.

### `JWT::EncodedToken#payload` will raise before token is verified

To avoid accidental use of unverified tokens, the `JWT::EncodedToken#payload` method will raise an error if accessed before the token signature has been verified.

To access the payload before verification, use the method `JWT::EncodedToken#unverified_payload`.

## Stricter requirements on Base64 encoded data

Base64 decoding will no longer fallback on the looser RFC 2045. The biggest difference is that the looser version was ignoring whitespaces and newlines, whereas the stricter version raises errors in such cases.

If you, for example, read tokens from files, there could be problems with trailing newlines. Make sure you trim your input before passing it to the decoding mechanisms.

## Claim verification revamp

Claim verification has been [split into separate classes](https://github.com/jwt/ruby-jwt/pull/605) and has [a new API](https://github.com/jwt/ruby-jwt/pull/626), leading to the following deprecations:

- The `::JWT::ClaimsValidator` class will be removed in favor of the functionality provided by `::JWT::Claims`.
- The `::JWT::Claims::verify!` method will be removed in favor of `::JWT::Claims::verify_payload!`.
- The `::JWT::JWA.create` method will be removed.
- The `::JWT::Verify` class will be removed in favor of the functionality provided by `::JWT::Claims`.
- Calling `::JWT::Claims::Numeric.new` with a payload will be removed in favor of `::JWT::Claims::verify_payload!(payload, :numeric)`.
- Calling `::JWT::Claims::Numeric.verify!` with a payload will be removed in favor of `::JWT::Claims::verify_payload!(payload, :numeric)`.

## Algorithm restructuring

The internal algorithms were [restructured](https://github.com/jwt/ruby-jwt/pull/607) to support extensions from separate libraries. The changes led to a few deprecations and new requirements:
- The `sign` and `verify` static methods on all the algorithms (`::JWT::JWA`) will be removed.
- Custom algorithms are expected to include the `JWT::JWA::SigningAlgorithm` module.

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