Enhance install process by generating config files from templates (#275)

* Add a command to generate configuration examples

Config files are generated from templates (which remplace previous example files).

- solve the issue of hard-to-explain configuration examples
- ease pkg path seeking (avoid it, actually)
- add working defaults for sqlite and unix socket paths (instead of
  /replace/me/path/example)
- move settings comments from default_settings.py to ihatemoney.cfg.j2, as it is
  the one that will be facing user.

* Use generate-config command  in install doc

Also follow the new working defaults of templates for socket and db path.

* Fix doc settings table

On the long term, plaintext tables might destroy humanity.

* Mention templates dir URL in documentation

As requested by @almet
This commit is contained in:
JocelynDelalande 2017-10-23 18:05:50 +02:00 committed by Alexis Metaireau
parent efd2b66ac6
commit e3285bef36
12 changed files with 193 additions and 115 deletions

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@ -17,10 +17,12 @@ Changed
=======
- Logged admin can see any project (#262)
- Better install doc (#275)
Added
=====
- ``ihatemoney generate-config`` to give working examples of config files (#275)
- Statistics tab (#257)
- Python3.6 support (#259)
- ALLOW_PUBLIC_PROJECT_CREATION setting (#262)

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@ -1,18 +0,0 @@
<VirtualHost *:80>
ServerAdmin admin@example.com
ServerName ihatemoney.example.com
# Uncomment the python-home option if you use a virtualenv
WSGIDaemonProcess ihatemoney user=www-data group=www-data threads=5 python-path=/path/to/ihatemoney/ihatemoney # python-home=/path/to/your/venv
WSGIScriptAlias / /path/to/ihatemoney/ihatemoney/wsgi.py
ErrorLog /var/log/apache2/ihatemoney.example.com_error.log
CustomLog /var/log/apache2/ihatemoney.example.com_access.log combined
<Directory /path/to/ihatemoney>
WSGIProcessGroup ihatemoney
WSGIApplicationGroup %{GLOBAL}
Order deny,allow
Allow from all
</Directory>
# Alias value may be some messy path, within python libs.
# You may want to use "find $VIRTUAL_ENV -path */ihatemoney*/static" to find it.
Alias /static/ /path/to/ihatemoney/ihatemoney/static/
</VirtualHost>

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@ -1,7 +0,0 @@
backlog = 2048
daemon = False
debug = True
workers = 3
logfile = "/path/to/your/app/ihatemoney.gunicorn.log"
loglevel = "info"
bind = "unix:/path/to/your/app/ihatemoney.gunicorn.sock"

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@ -1,6 +0,0 @@
[program:ihatemoney]
command=/path/to/your/app/venv/bin/gunicorn -c /etc/ihatemoney/gunicorn.conf.py ihatemoney.wsgi:application
user=www
autostart=true
autorestart=true
redirect_stderr=True

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@ -18,6 +18,8 @@ it will work without if you prefer.
If wondering about the backend, SQLite is the simplest and will work fine for
most small to medium setups.
.. note:: If curious, source config templates can be found in the `project git repository <https://github.com/spiral-project/ihatemoney/tree/master/ihatemoney/conf-templates>`_.
Prepare virtualenv (recommended)
================================
@ -57,28 +59,56 @@ Now, if you want to deploy it on your own server, you have many options.
Two of them are documented at the moment.
*Of course, if you want to contribute another configuration, feel free to open a
pull-request against this repository!*.
pull-request against this repository!*
Whatever your installation option is…
--------------------------------------
1. Initialize the ihatemoney directories::
mkdir /etc/ihatemoney /var/lib/ihatemoney
2. Generate settings::
ihatemoney generate-config ihatemoney.cfg > /etc/ihatemoney/ihatemoney.cfg
chmod 740 /etc/ihatemoney/ihatemoney.cfg
You probably want to adjust `/etc/ihatemoney/ihatemoney.cfg` contents, you may
do it later, see `Configuration`_.
With Apache and mod_wsgi
------------------------
1. Install Apache and mod_wsgi - libapache2-mod-wsgi(-py3) for Debian based and mod_wsgi for RedHat based distributions -
2. Create an Apache virtual host based on the sample configuration file in `conf/apache-vhost.conf`
3. Adapt it to your paths and specify your virtualenv path if you use one
1. Fix permissions (considering `www-data` is the user running apache)::
chgrp www-data /etc/ihatemoney/ihatemoney.cfg
chown www-data /var/lib/ihatemoney
2. Install Apache and mod_wsgi - libapache2-mod-wsgi(-py3) for Debian based and mod_wsgi for RedHat based distributions -
3. Create an Apache virtual host, the command ``ihatemoney generate-config apache-vhost.conf`` will output a good starting point (read and adapt it)
4. Activate the virtual host if needed and restart Apache
With Nginx, Gunicorn and Supervisord
------------------------------------
.. note:: For the 3 configuration files mentioned below, you will need to fix
the paths to reflect yours.
1. Create a dedicated unix user (here called `ihatemoney`), required dirs, and fix permissions::
1. Copy *conf/gunicorn.conf.py* to */etc/ihatemoney/gunicorn.conf.py*
2. Copy *conf/supervisord.conf* to */etc/supervisor/conf.d/ihatemoney.conf*
3. Copy *conf/nginx.conf* with your nginx vhosts [#nginx-vhosts]_
4. Reload both nginx and supervisord. It should be working ;)
useradd ihatemoney
chown ihatemoney /var/lib/ihatemoney/
chgrp ihatemoney /etc/ihatemoney/ihatemoney.cfg
Don't forget to set the right permission for your files !
2. Create gunicorn config file ::
ihatemoney generate-config gunicorn.conf.py > /etc/ihatemoney/gunicorn.conf.py
3. Create supervisor config file ::
ihatemoney generate-config supervisord.conf > /etc/supervisor/conf.d/ihatemoney.conf
4. Copy (and adapt) output of ``ihatemoney generate-config conf/nginx.conf`` with your nginx vhosts [#nginx-vhosts]_
5. Reload both nginx and supervisord. It should be working ;)
.. [#nginx-vhosts] typically, */etc/nginx/conf.d/* or
*/etc/nginx/sites-available*, depending on your distribution.
@ -90,48 +120,47 @@ ihatemoney relies on a configuration file. If you run the application for the
first time, you will need to take a few moments to configure the application
properly.
.. warning:: You **must** customize the ``SECRET_KEY`` on a production installation.
Defaults given here, are those for development mode. To know defaults on your
deployed instance, simply look at your *ihatemoney.cfg*.
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------+
| Setting name | Default | What does it do? |
+===============================+=================================+==================================================================================+
| SQLALCHEMY_DATABASE_URI | ``sqlite:///tmp/ihatemoney.db`` | Specifies the type of backend to use and its location. More information |
| | | on the format used can be found on `the SQLAlchemy documentation |
| | | <http://docs.sqlalchemy.org/en/latest/core/engines.html#database-urls>`_. |
+-------------------------------+---------------------------+----------------------------------------------------------------------------------------+
| SECRET_KEY | ``tralala`` | The secret key used to encrypt the cookies. **This needs to be changed**. |
+-------------------------------+---------------------------+----------------------------------------------------------------------------------------+
| MAIL_DEFAULT_SENDER | ``("Budget manager", | A python tuple describing the name and email adress to use when sending |
| | "budget@notmyidea.org")`` | emails. |
+-------------------------------+---------------------------+----------------------------------------------------------------------------------------+
| ACTIVATE_DEMO_PROJECT | ``True`` | If set to `True`, a demo project will be available on the frontpage. |
+-------------------------------+---------------------------+----------------------------------------------------------------------------------------+
| | | Hashed password to access protected endpoints. If left empty, all administrative |
| ADMIN_PASSWORD | ``""`` | tasks are disabled. |
| | | To generate the proper password HASH, use ``ihatemoney generate_password_hash`` |
| | | and copy the output into the value of *ADMIN_PASSWORD*. |
+-------------------------------+---------------------------+----------------------------------------------------------------------------------------+
| ALLOW_PUBLIC_PROJECT_CREATION | ``True`` | If set to `True`, everyone can create a project without entering the admin password |
| | | If set to `False`, the password needs to be entered (and as such, defined in the |
| | | settings). |
+-------------------------------+---------------------------+----------------------------------------------------------------------------------------+
| ACTIVATE_ADMIN_DASHBOARD | ``False`` | If set to `True`, the dashboard will become accessible entering the admin password |
| | | If set to `True`, a non empty ADMIN_PASSWORD needs to be set |
+-------------------------------+---------------------------+----------------------------------------------------------------------------------------+
| APPLICATION_ROOT | ``""`` | If empty, ihatemoney will be served at domain root (e.g: *http://domain.tld*), if set |
| | | to ``"foo"``, it will be served from a "folder" (e.g: *http://domain.tld/foo*) |
+-------------------------------+---------------------------+----------------------------------------------------------------------------------------+
In a production environment
---------------------------
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| Setting name | Default | What does it do? |
+===============================+=================================+========================================================================================+
| SQLALCHEMY_DATABASE_URI | ``sqlite:///tmp/ihatemoney.db`` | Specifies the type of backend to use and its location. More information on the |
| | | format used can be found on `the SQLAlchemy documentation`_. |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| SECRET_KEY | ``tralala`` | The secret key used to encrypt the cookies. `ihatemoney conf-example ihatemoney.cfg` |
| | | sets it to something random, which is good. |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| MAIL_DEFAULT_SENDER | ``("Budget manager", | A python tuple describing the name and email adress to use when sending |
| | "budget@notmyidea.org")`` | emails. |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| ACTIVATE_DEMO_PROJECT | ``True`` | If set to `True`, a demo project will be available on the frontpage. |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| | | Hashed password to access protected endpoints. If left empty, all administrative |
| ADMIN_PASSWORD | ``""`` | tasks are disabled. |
| | | To generate the proper password HASH, use ``ihatemoney generate_password_hash`` |
| | | and copy the output into the value of *ADMIN_PASSWORD*. |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| ALLOW_PUBLIC_PROJECT_CREATION | ``True`` | If set to `True`, everyone can create a project without entering the admin password |
| | | If set to `False`, the password needs to be entered (and as such, defined in the |
| | | settings). |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| ACTIVATE_ADMIN_DASHBOARD | ``False`` | If set to `True`, the dashboard will become accessible entering the admin password |
| | | If set to `True`, a non empty ADMIN_PASSWORD needs to be set |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| APPLICATION_ROOT | ``""`` | If empty, ihatemoney will be served at domain root (e.g: *http://domain.tld*), if set |
| | | to ``"foo"``, it will be served from a "folder" (e.g: *http://domain.tld/foo*) |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
Make a copy of ``ihatemoney/default_settings.py`` and name it ``ihatemoney.cfg``.
Then adjust the settings to your needs and move this file to
``/etc/ihatemoney/ihatemoney.cfg``.
.. _the SQLAlchemy documentation: http://docs.sqlalchemy.org/en/latest/core/engines.html#database-urls
This is the default path of the settings but you can also place it
elsewhere and pass the configuration file path to the application using
the IHATEMONEY_SETTINGS_FILE_PATH environment variable.
Using an alternate settings path
--------------------------------
You can put your settings file where you want, and pass its path to the
application using the ``IHATEMONEY_SETTINGS_FILE_PATH`` environment variable.
e.g.::

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@ -0,0 +1,19 @@
<VirtualHost *:80>
ServerAdmin admin@example.com # CUSTOMIZE
ServerName ihatemoney.example.com # CUSTOMIZE
WSGIDaemonProcess ihatemoney user=www-data group=www-data threads=5 python-path={{ pkg_path }} {% if venv_path %}python-home={{ venv_path }}{% endif %}
WSGIScriptAlias / {{ pkg_path }}/wsgi.py
ErrorLog /var/log/apache2/ihatemoney.example.com_error.log
CustomLog /var/log/apache2/ihatemoney.example.com_access.log combined
<Directory {{ pkg_path }}>
WSGIProcessGroup ihatemoney
WSGIApplicationGroup %{GLOBAL}
Order deny,allow
Allow from all
</Directory>
Alias /static/ {{ pkg_path }}/static/
</VirtualHost>

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@ -0,0 +1,8 @@
backlog = 2048
daemon = False
debug = True
workers = 3
# log to stdout,
logfile = "-" # Is the default setting for gunicorn>=20
loglevel = "info"
bind = "unix:/tmp/ihatemoney.gunicorn.sock"

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@ -0,0 +1,36 @@
# You can find more information about what these settings mean in the
# documentation, available online at
# http://ihatemoney.readthedocs.io/en/latest/installation.html#configuration
# Turn this on if you want to have more output on what's happening under the
# hood. DO NOT TURN IT ON IN PRODUCTION.
DEBUG = False
# The database URI, reprensenting the type of database and how to connect to it.
# Enter an absolute path here.
SQLALCHEMY_DATABASE_URI = 'sqlite:///var/lib/ihatemoney/ihatemoney.sqlite'
SQLACHEMY_ECHO = DEBUG
# Will likely become the default value in flask-sqlalchemy >=3 ; could be removed
# then:
SQLALCHEMY_TRACK_MODIFICATIONS = False
# This secret key is random and auto-generated, it protects cookies and user sessions
SECRET_KEY = "{{ secret_key }}"
# A python tuple describing the name and email adress of the sender of the mails.
MAIL_DEFAULT_SENDER = ("Budget manager", "budget@notmyidea.org") # CUSTOMIZE
# If set to True, a demonstration project will be activated.
ACTIVATE_DEMO_PROJECT = True
# If not empty, the specified password must be entered to create new projects.
# DO NOT enter the password in cleartext. Generate a password hash with
# "ihatemoney generate_password_hash" instead.
ADMIN_PASSWORD = ""
# If set to True (default value) anyone can create a new project.
ALLOW_PUBLIC_PROJECT_CREATION = True
# If set to True, an administration dashboard is available.
ACTIVATE_ADMIN_DASHBOARD = False

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@ -1,11 +1,9 @@
server {
server_name yourur;
server_name ihatemoney.example.com; # CUSTOMIZE
keepalive_timeout 5;
location /static/ {
# Alias value may be some messy path, within python libs.
# You may want to use "find $VIRTUAL_ENV -path */ihatemoney*/static" to find it.
alias /path/to/app/ihatemoney/static/;
alias {{ pkg_path }}/static/;
}
location / {
proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
@ -26,5 +24,5 @@ server {
}
upstream ihatemoney_backend {
server unix:/path/to/app/ihatemoney.gunicorn.sock;
server unix:/tmp/ihatemoney.gunicorn.sock;
}

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@ -0,0 +1,6 @@
[program:ihatemoney]
command={{ venv_path }}/bin/gunicorn -c /etc/ihatemoney/gunicorn.conf.py ihatemoney.wsgi:application
user=ihatemoney
autostart=true
autorestart=true
redirect_stderr=true

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@ -1,37 +1,10 @@
# You can find more information about what these settings mean in the
# documentation, available online at
# http://ihatemoney.readthedocs.io/en/latest/installation.html#configuration
# Turn this on if you want to have more output on what's happening under the
# hood.
DEBUG = False
# The database URI, reprensenting the type of database and how to connect to it.
# Enter an absolute path here.
# Verbose and documented settings are in conf-templates/ihatemoney.cfg.j2
DEBUG = SQLACHEMY_ECHO = False
SQLALCHEMY_DATABASE_URI = 'sqlite:////tmp/ihatemoney.db'
SQLACHEMY_ECHO = DEBUG
# Will likely become the default value in flask-sqlalchemy >=3 ; could be removed
# then:
SQLALCHEMY_TRACK_MODIFICATIONS = False
# You need to change this secret key, otherwise bad things might happen to your
# users.
SECRET_KEY = "tralala"
# A python tuple describing the name and email adress of the sender of the mails.
MAIL_DEFAULT_SENDER = ("Budget manager", "budget@notmyidea.org")
# If set to True, a demonstration project will be activated.
ACTIVATE_DEMO_PROJECT = True
# If not empty, the specified password must be entered to create new projects.
# DO NOT enter the password in cleartext. Generate a password hash with
# "ihatemoney generate_password_hash" instead.
ADMIN_PASSWORD = ""
# If set to True (default value) anyone can create a new project.
ALLOW_PUBLIC_PROJECT_CREATION = True
# If set to True, an administration dashboard is available.
ACTIVATE_ADMIN_DASHBOARD = False

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@ -1,8 +1,13 @@
#!/usr/bin/env python
import os
import pkgutil
import random
from getpass import getpass
from flask_script import Manager, Command
from flask_script import Manager, Command, Option
from flask_migrate import Migrate, MigrateCommand
from jinja2 import Template
from werkzeug.security import generate_password_hash
from ihatemoney.run import create_app
@ -18,6 +23,38 @@ class GeneratePasswordHash(Command):
print(generate_password_hash(password))
class ConfigTemplate(Command):
def get_options(self):
return [
Option('config_file', choices=[
'ihatemoney.cfg',
'apache-vhost.conf',
'gunicorn.conf.py',
'supervisord.conf',
'nginx.conf',
]),
]
@staticmethod
def gen_secret_key():
return ''.join([
random.SystemRandom().choice(
'abcdefghijklmnopqrstuvwxyz0123456789!@#$%^&*(-_=+)')
for i in range(50)])
def run(self, config_file):
template_content = pkgutil.get_data(
'ihatemoney',
os.path.join('conf-templates/', config_file) + '.j2'
).decode('utf-8')
print(Template(template_content).render(
pkg_path=os.path.abspath(os.path.dirname(__file__)),
venv_path=os.environ.get('VIRTUAL_ENV'),
secret_key=self.gen_secret_key(),
))
def main():
app = create_app()
Migrate(app, db)
@ -25,6 +62,7 @@ def main():
manager = Manager(app)
manager.add_command('db', MigrateCommand)
manager.add_command('generate_password_hash', GeneratePasswordHash)
manager.add_command('generate-config', ConfigTemplate)
manager.run()