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docs(guides): make authentication and authorization guides SDK-agnostic#360

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marythought merged 2 commits into
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DSPX-3941/abstract-overlapped-guides
Jul 15, 2026
Merged

docs(guides): make authentication and authorization guides SDK-agnostic#360
marythought merged 2 commits into
mainfrom
DSPX-3941/abstract-overlapped-guides

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@marythought marythought commented Jul 14, 2026

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Summary

The Authentication Decision Guide and Authorization REST API Guide are vendored into downstream documentation sites where they apply to multiple SDKs, not just OpenTDF. This rewrites the prose to be SDK-agnostic so the same source reads correctly for any reader, while keeping all auth mechanics intact.

  • Neutralize OpenTDF-centric framing to "the platform" — e.g. "your OpenTDF integration""your integration", "The OpenTDF platform is a resource server""The platform is a resource server", ## How Authentication Works in OpenTDF## How Authentication Works, and the mermaid Platform participant label.
  • Generalize the CLI intro so it reads for non-OpenTDF readers, while keeping the concrete otdfctl example (it's the real OpenTDF CLI in this repo).
  • Keep OpenTDF named where it refers to the actual product: the quickstart, Keycloak as the reference IdP, and the example namespace in the FQN table.
  • No mechanics changed — OIDC flows, client credentials, DPoP, ConnectRPC endpoints, v1/v2 request shapes, and decision values are untouched. No frontmatter changes.

Test plan

  • vale — 0 errors/warnings on both files
  • npm run build — completes; no new broken links or anchors on either page
  • check-vendored-yaml passes

🤖 Generated with Claude Code

Summary by CodeRabbit

  • Documentation
    • Clarified authentication methods, CLI login steps, and production checklist guidance.
    • Improved CORS troubleshooting guidance, including how errors may appear as opaque network failures.
    • Updated Authorization REST API documentation with direct HTTP/JSON usage details and ConnectRPC protocol support.
    • Refined platform terminology and OAuth audience-claim guidance throughout the documentation.

The authentication and authorization REST API guides are vendored into
downstream documentation sites where they apply to multiple SDKs, not just
OpenTDF. Neutralize OpenTDF-centric framing ("your OpenTDF integration",
"The OpenTDF platform is...") to "the platform" while keeping all auth
mechanics intact — OIDC, client credentials, DPoP, ConnectRPC endpoints,
and decision values are unchanged. OpenTDF is still named where it refers
to the actual product (quickstart, the reference IdP, otdfctl CLI example).

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Signed-off-by: Mary Dickson <mary.dickson@virtru.com>
@marythought
marythought requested review from a team as code owners July 14, 2026 23:30
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Review details
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro

Run ID: 5b0d5383-477c-4c32-bbe5-f194f1741398

📥 Commits

Reviewing files that changed from the base of the PR and between 1ddabc8 and 88e4010.

📒 Files selected for processing (2)
  • docs/guides/authentication-guide.mdx
  • docs/guides/authorization-rest-api.mdx
📝 Walkthrough

Walkthrough

The authentication and Authorization REST API guides were revised to use generic platform terminology, clarify HTTP and CLI authentication flows, and expand CORS and audience-claim guidance.

Changes

Authentication documentation

Layer / File(s) Summary
Authentication flow and operational guidance
docs/guides/authentication-guide.mdx
Updates authentication flow wording, CLI login description, production checklist terminology, and CORS troubleshooting guidance.
Authorization REST API guidance
docs/guides/authorization-rest-api.mdx
Documents direct HTTP usage with ConnectRPC, updates the architecture diagram label, and clarifies the JWT audience requirement.

Estimated code review effort: 1 (Trivial) | ~5 minutes

Possibly related PRs

  • opentdf/docs#250: Updates related authentication guide content and sequence diagram terminology.

Suggested reviewers: elizabethhealy

Poem

I’m a rabbit with docs in my paws,
Clarifying login and HTTP laws.
CORS now speaks plainly, clear and bright,
Platform names hop into sight.
OIDC carrots roll just right!

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title accurately summarizes the docs update to make the authentication and authorization guides SDK-agnostic.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch DSPX-3941/abstract-overlapped-guides

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Code Review

This pull request updates the documentation in authentication-guide.mdx and authorization-rest-api.mdx to simplify and generalize the terminology, replacing specific references to 'OpenTDF' with 'the platform' or 'platform SDKs'. It also clarifies CLI authentication usage. There are no review comments to address, so no feedback is provided.

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Actionable comments posted: 2

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/guides/authentication-guide.mdx`:
- Line 157: Update the “Configure CORS” checklist item in the authentication
guide to explicitly apply only to browser-based applications or clients with a
browser origin, while preserving the existing requirement to register that
origin in both the IdP and platform.

In `@docs/guides/authorization-rest-api.mdx`:
- Line 115: Update the authorization guide sentence to refer to the JWT field as
the exact `aud` claim, while retaining “audience mapper” when describing the
Keycloak client configuration.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro

Run ID: 1df73dfc-9846-4db0-a1af-5d5dfb1a166b

📥 Commits

Reviewing files that changed from the base of the PR and between afb0aaf and 1ddabc8.

📒 Files selected for processing (2)
  • docs/guides/authentication-guide.mdx
  • docs/guides/authorization-rest-api.mdx

Comment thread docs/guides/authentication-guide.mdx Outdated
Comment thread docs/guides/authorization-rest-api.mdx Outdated
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📄 Preview deployed to https://opentdf-docs-pr-360.surge.sh

Address review feedback: the CORS checklist item applies only to
browser-based clients, and the JWT claim is `aud` (keeping "audience
mapper" for the Keycloak client config).

Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Signed-off-by: Mary Dickson <mary.dickson@virtru.com>
@marythought
marythought merged commit 2b2b6b5 into main Jul 15, 2026
8 checks passed
@marythought
marythought deleted the DSPX-3941/abstract-overlapped-guides branch July 15, 2026 14:07
marythought added a commit that referenced this pull request Jul 16, 2026
)

## Summary

Follow-up to the auth-guides PR (#360). Neutralizes OpenTDF-centric
**framing prose** to "the platform" on the remaining pages that are
vendored into the Virtru developer-docs site (`sdks: [opentdf,
data-harbor]`), so the same source renders correctly on both opentdf.io
and secure.virtru.com.

Same **balanced** approach as #360: only framing is generalized. Real
product/spec names, GitHub source links, quickstart references, the
reference IdP, and the TDF spec/schema itself are left intact. `otdfctl`
/ "OpenTDF CLI" references are out of scope (tracked under a separate
CLI ticket).

## Changes

- **`docs/guides/subject-mapping-guide.md`** — 9 framing edits (intro,
architecture description, diagram labels, admin/troubleshooting prose,
FAQ). Kept: all `opentdf/platform` source links, the `opentdf-app` JSON
example, and the Quickstart references.
- **`docs/components/`** — 3 framing edits: `key_access.md`,
`policy/subject_mappings.md`, `policy/keymanagement/key_managers.md`.

## Assessed, no changes needed

- **`docs/spec/`** — every "OpenTDF" mention names the
specification/format itself (spec title, "OpenTDF (Trusted Data
Format)", reference implementation, schema paths). No-op, same finding
as the SDK reference pages.
- **`docs/components/`** (remainder) — all other mentions are source
links, `/spec/schema/opentdf/` paths, version references, and CLI
references (deferred).

## Testing

- `npm run build` — succeeds (broken-anchor warnings are all
pre-existing on untouched lines).
- `npm run check-vendored-yaml` — passes.
- Vale — no new findings on changed lines.

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

* **Documentation**
* Updated Key Access Server, key manager, and subject mapping
documentation to use consistent platform terminology.
* Refined the subject mapping guide’s architecture, scaling,
troubleshooting, and FAQ language for improved clarity.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Signed-off-by: Mary Dickson <mary.dickson@virtru.com>
Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
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2 participants