feat: add token handling technical specification (#3891)

* Sdd token handling technical specification

* Change names and spaacing

docs/developer/data-plane-signaling/data-plane-signaling-token-handling.md

@@ -0,0 +1,172 @@
+# EDC Data Plane EDR Handling and Extensibility
+
+A prerequisite for the changes described here
+is [Data Plane Signaling](data-plane-signaling.md).
+The signaling architecture transitions responsibility for EDR creation and data plane access token handling from Control
+Plane services to the Data Plane. As a companion to that work, the refactoring effort outlined in this document adds key
+features to access token handling in the Data Plane Framework (DPF). Specifically, the following will be introduced:
+
+- Client-side management and API for Endpoint Data References (EDR). Facilities for persisting and updating EDRs
+  received from data providers will be implemented. The API will provide a RESTful query interface to client
+  applications for retrieving EDRs.
+- An extension point for integrating custom authorization token handling. For example, a third-party authorization
+  server can be used to create and verify access tokens, or custom access logic can be introduced into the authorization
+  flow.
+
+> Note that the DPF also supports OAuth client authentication flows for accessing backend data sources and sinks. That
+> feature will not be affected by this refactoring.
+
+## 1. Client-Side EDR Management
+
+The Client EDC will expose an EDR API that provides operations to resolve EDRs as `DataAddress` types by asset ID,
+contract agreement ID, and transfer process ID.
+
+A modified version of
+the [EndpointDataReferenceCache‎](spi/edr-spi/src/main/java/org/eclipse/tractusx/edc/edr/spi/store/EndpointDataReferenceCache.java)
+and EDR API will be upstreamed to EDC as part of that work. The `EndpointDataReferenceCache` will receive and
+persist `EDRs` sent from provider control planes (e.g., when a transfer process has been `STARTED`). The EDR API is
+intended to be used by client applications to resolve `EDRs` granting access to provider data endpoints.
+
+> The API must be segmented from the rest of the management API using a separate API key or role (TBD).
+
+## 2. Updates to the`DataAddress` Format
+
+The format of the Data Address returned by the EDR API will be updated to align with the current DSP specifications (
+backward compatibility to the existing format should be maintained by retaining the previous fields):
+
+```json
+{
+  "dspace:dataAddress": {
+    "@type": "dspace:DataAddress",
+    "dspace:endpointType": "https://w3id.org/idsa/v4.1/HTTP",
+    "dspace:endpoint": "http://example.com",
+    "dspace:endpointProperties": [
+      {
+        "@type": "dspace:EndpointProperty",
+        "dspace:name": "authorization",
+        "dspace:value": "token"
+      },
+      {
+        "@type": "dspace:EndpointProperty",
+        "dspace:name": "authType",
+        "dspace:value": "bearer"
+      }
+    ]
+  }
+}
+```
+
+Support for the optional DSP `authType` property will be added. If present, its value must be `bearer,` which indicates
+clients must present the contained token as a bearer token to the associated HTTP endpoint.
+
+## 3. Data Plane Authorization
+
+Data Plane authorization involves creating an access token as part of the EDR when a `DataFlowStartMessage` is received
+and performing authorization checks against the token presented by the client when a data request is issued to the
+provider data plane.
+
+These operations will be encapsulated in the `DataPlaneAuthorizationService`:
+
+```java
+public interface DataPlaneAuthorizationService {
+
+    Result<DataAddress> createEndpointDataReference(DataFlowStartMessage message);
+
+    Result<DataAddress> authorize(String token, Map<String, Object> requestData);
+
+}
+```
+
+### EDR and Token Creation
+
+When `DataPlaneAuthorizationService.createEndpointDataReference()` is invoked, the service will delegate to
+the `DataPlaneTokenService.obtainToken()` to create the authorization token and package it in an EDR.
+
+The `DataPlaneAccessTokenService` is a defined extensibility point that can be used to integrate third-party
+authorization servers:
+
+```java
+public interface DataPlaneAccessTokenService {
+
+    Result<TokenRepresentation> obtainToken(TokenParameters parameters, DataAddress address);
+
+    Result<AccessTokenData> resolve(String token);
+
+}
+
+public record AccessTokenData(ClaimToken claimToken, DataAddress address) {
+}
+```
+
+When `DataPlaneAccessTokenService.obtainToken()` is called, `TokenParameters` will contain (at least) the
+following claims:
+
+```java 
+String participantId;
+String processId;
+String assetId;
+String agreementId;
+String transferType
+```
+
+The returned `TokenRepresentation` may contain an additional parameter `tokenType` indicating the token type,
+e.g., `bearer`.
+
+Additional parameters may be added in the future so `DataPlaneAccessTokenService` implementations must take care to
+handle them.
+
+A default in-process `DataPlaneAccessTokenService` implementation will delegate to the existing `TokenGenerationService`
+and `TokenValidationService` using a custom token decorator context (`edc:dataplane`).
+
+### Request Authorization
+
+Request authorization is performed when a client issues a request to the provider Data Plane by dispatching
+to `DataPlaneAuthorizationService.authorize()`. The `authorize` method takes the `token` and `requestData`, which
+encapsulates the token and transport-specific request information as a `Map`, e.g., the HTTP request path:
+
+```java
+ Result<DataAddress> authorize(String token, Map<String, Object> requestData);
+```
+
+`DataPlaneAuthorizationService.authorize`, in turn, will perform a two-step process.
+
+##### `AccessTokenData` Resolution
+
+First, the `DataPlaneAuthorizationService.authorize` implementation will
+invoke `DataPlaneAccessTokenService.resolve()` to resolve the `AccessTokenData` containing the `DataAddress` and
+claims associated with the token:
+
+```java
+public record AccessTokenData(ClaimToken claimToken, DataAddress address)
+```
+
+The `ClaimToken` will contain the claims originally passed in the `TokenParameters` used to create the token:
+
+```java
+String participantId;
+String processId;
+String assetId;
+String agreementId;
+String transferType
+```
+
+#### Authorization Check
+
+After the `AccessTokenData` is resolved, the `DataPlaneAuthorizationService.authorize` implementation will delegate
+to `DataPlaneAccessControlService.checkAccess`:
+
+```java
+public interface DataPlaneAccessControlService {
+
+    boolean checkAccess(ClaimToken claimToken, DataAddress address, Map<String, Object> requestData)
+
+} 
+```
+
+A default implementation will be provided that always returns true. Extensions can supply alternative implementations
+that perform use-case-specific authorization checks.
+
+> Please note that `DataPlaneAccessControlService` implementation must handle all request types (including transport
+> types) in a data plane runtime. If multiple access check implementations are required, creating a multiplexer or
+> individual data plane runtimes is recommended.    
+