release: v0.5.0 - Authentication, API Keys & Advanced Features
Complete v0.5.0 implementation: Database (@db-engineer): - 3 migrations: users, api_keys, report_schedules tables - Foreign keys, indexes, constraints, enums Backend (@backend-dev): - JWT authentication service with bcrypt (cost=12) - Auth endpoints: /register, /login, /refresh, /me - API Keys service with hash storage and prefix validation - API Keys endpoints: CRUD + rotate - Security module with JWT HS256 Frontend (@frontend-dev): - Login/Register pages with validation - AuthContext with localStorage persistence - Protected routes implementation - API Keys management UI (create, revoke, rotate) - Header with user dropdown DevOps (@devops-engineer): - .env.example and .env.production.example - docker-compose.scheduler.yml - scripts/setup-secrets.sh - INFRASTRUCTURE_SETUP.md QA (@qa-engineer): - 85 E2E tests: auth.spec.ts, apikeys.spec.ts, scenarios.spec.ts, regression-v050.spec.ts - auth-helpers.ts with 20+ utility functions - Test plans and documentation Architecture (@spec-architect): - SECURITY.md with best practices - SECURITY-CHECKLIST.md pre-deployment - Updated architecture.md with auth flows - Updated README.md with v0.5.0 features Documentation: - Updated todo.md with v0.5.0 status - Added docs/README.md index - Complete setup instructions Dependencies added: - bcrypt, python-jose, passlib, email-validator Tested: JWT auth flow, API keys CRUD, protected routes, 85 E2E tests ready Closes: v0.5.0 milestone
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# MockupAWS v0.5.0 Infrastructure Setup Guide
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This document provides setup instructions for the infrastructure components introduced in v0.5.0.
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## Table of Contents
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1. [Secrets Management](#secrets-management)
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2. [Email Configuration](#email-configuration)
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3. [Cron Job Deployment](#cron-job-deployment)
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---
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## Secrets Management
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### Quick Start
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Generate secure secrets automatically:
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```bash
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# Make the script executable
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chmod +x scripts/setup-secrets.sh
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# Run the setup script
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./scripts/setup-secrets.sh
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# Or specify a custom output file
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./scripts/setup-secrets.sh /path/to/.env.production
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```
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### Manual Secret Generation
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If you prefer to generate secrets manually:
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```bash
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# Generate JWT Secret (256 bits)
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openssl rand -hex 32
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# Generate API Key Encryption Key
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openssl rand -hex 16
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# Generate secure random password
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date +%s | sha256sum | base64 | head -c 32 ; echo
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```
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### Required Secrets
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| Variable | Purpose | Generation |
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|----------|---------|------------|
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| `JWT_SECRET_KEY` | Sign JWT tokens | `openssl rand -hex 32` |
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| `DATABASE_URL` | PostgreSQL connection | Update password manually |
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| `SENDGRID_API_KEY` | Email delivery | From SendGrid dashboard |
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| `AWS_ACCESS_KEY_ID` | AWS SES (optional) | From AWS IAM |
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| `AWS_SECRET_ACCESS_KEY` | AWS SES (optional) | From AWS IAM |
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### Security Best Practices
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1. **Never commit `.env` files to git**
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```bash
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# Ensure .env is in .gitignore
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echo ".env" >> .gitignore
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```
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2. **Use different secrets for each environment**
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- Development: `.env`
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- Staging: `.env.staging`
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- Production: Use secrets manager (AWS Secrets Manager, HashiCorp Vault)
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3. **Rotate secrets regularly**
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- JWT secrets: Every 90 days
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- API keys: Every 30 days
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- Database passwords: Every 90 days
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4. **Production Recommendations**
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- Use AWS Secrets Manager or HashiCorp Vault
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- Enable encryption at rest
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- Use IAM roles instead of hardcoded AWS credentials when possible
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---
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## Email Configuration
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### Option 1: SendGrid (Recommended for v0.5.0)
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**Free Tier**: 100 emails/day
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#### Setup Steps
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1. **Create SendGrid Account**
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```
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https://signup.sendgrid.com/
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```
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2. **Generate API Key**
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- Go to: https://app.sendgrid.com/settings/api_keys
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- Click "Create API Key"
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- Name: `mockupAWS-production`
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- Permissions: **Full Access** (or restrict to "Mail Send")
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- Copy the key (starts with `SG.`)
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3. **Verify Sender Domain**
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- Go to: https://app.sendgrid.com/settings/sender_auth
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- Choose "Domain Authentication"
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- Follow DNS configuration steps
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- Wait for verification (usually instant, up to 24 hours)
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4. **Configure Environment Variables**
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```bash
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EMAIL_PROVIDER=sendgrid
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SENDGRID_API_KEY=SG.your_actual_api_key_here
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EMAIL_FROM=noreply@yourdomain.com
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```
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#### Testing SendGrid
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```bash
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# Run the email test script (to be created by backend team)
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python -m src.scripts.test_email --to your@email.com
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```
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### Option 2: AWS SES (Amazon Simple Email Service)
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**Free Tier**: 62,000 emails/month (when sending from EC2)
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#### Setup Steps
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1. **Configure SES in AWS Console**
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```
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https://console.aws.amazon.com/ses/
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```
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2. **Verify Email or Domain**
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- For testing: Verify individual email address
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- For production: Verify entire domain
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3. **Get AWS Credentials**
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- Create IAM user with `ses:SendEmail` and `ses:SendRawEmail` permissions
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- Generate Access Key ID and Secret Access Key
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4. **Move Out of Sandbox** (required for production)
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- Open a support case to increase sending limits
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- Provide use case and estimated volume
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5. **Configure Environment Variables**
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```bash
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EMAIL_PROVIDER=ses
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AWS_ACCESS_KEY_ID=AKIA...
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AWS_SECRET_ACCESS_KEY=...
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AWS_REGION=us-east-1
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EMAIL_FROM=noreply@yourdomain.com
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```
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### Email Testing Guide
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#### Development Testing
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```bash
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# 1. Start the backend
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uv run uvicorn src.main:app --reload
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# 2. Send test email via API
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curl -X POST http://localhost:8000/api/v1/test/email \
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-H "Content-Type: application/json" \
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-d '{"to": "your@email.com", "subject": "Test", "body": "Hello"}'
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```
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#### Email Templates
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The following email templates are available in v0.5.0:
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| Template | Trigger | Variables |
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|----------|---------|-----------|
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| `welcome` | User registration | `{{name}}`, `{{login_url}}` |
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| `report_ready` | Report generation complete | `{{report_name}}`, `{{download_url}}` |
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| `scheduled_report` | Scheduled report delivery | `{{scenario_name}}`, `{{attachment}}` |
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| `password_reset` | Password reset request | `{{reset_url}}`, `{{expires_in}}` |
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---
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## Cron Job Deployment
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### Overview
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Three deployment options are available for report scheduling:
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| Option | Pros | Cons | Best For |
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|--------|------|------|----------|
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| **1. APScheduler (in-process)** | Simple, no extra services | Runs in API container | Small deployments |
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| **2. APScheduler (standalone)** | Separate scaling, resilient | Requires extra container | Medium deployments |
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| **3. Celery + Redis** | Distributed, scalable, robust | More complex setup | Large deployments |
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### Option 1: APScheduler In-Process (Simplest)
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No additional configuration needed. The scheduler runs within the main backend process.
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**Pros:**
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- Zero additional setup
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- Works immediately
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**Cons:**
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- API restarts interrupt scheduled jobs
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- Cannot scale independently
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**Enable:**
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```bash
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SCHEDULER_ENABLED=true
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SCHEDULER_INTERVAL_MINUTES=5
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```
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### Option 2: Standalone Scheduler Service (Recommended for v0.5.0)
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Runs the scheduler in a separate Docker container.
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**Deployment:**
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```bash
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# Start with main services
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docker-compose -f docker-compose.yml -f docker-compose.scheduler.yml up -d
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# View logs
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docker-compose -f docker-compose.scheduler.yml logs -f scheduler
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```
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**Pros:**
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- Independent scaling
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- Resilient to API restarts
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- Clear separation of concerns
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**Cons:**
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- Requires additional container
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### Option 3: Celery + Redis (Production-Scale)
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For high-volume or mission-critical scheduling.
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**Prerequisites:**
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```bash
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# Add to requirements.txt
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celery[redis]>=5.0.0
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redis>=4.0.0
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```
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**Deployment:**
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```bash
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# Uncomment celery services in docker-compose.scheduler.yml
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docker-compose -f docker-compose.yml -f docker-compose.scheduler.yml up -d
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# Scale workers if needed
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docker-compose -f docker-compose.scheduler.yml up -d --scale celery-worker=3
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```
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### Scheduler Configuration
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| Variable | Default | Description |
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|----------|---------|-------------|
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| `SCHEDULER_ENABLED` | `true` | Enable/disable scheduler |
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| `SCHEDULER_INTERVAL_MINUTES` | `5` | Check interval for due jobs |
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| `REDIS_URL` | `redis://localhost:6379/0` | Redis connection (Celery) |
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### Monitoring Scheduled Jobs
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```bash
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# View scheduler logs
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docker-compose logs -f scheduler
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# Check Redis queue (if using Celery)
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docker-compose exec redis redis-cli llen celery
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# Monitor Celery workers
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docker-compose exec celery-worker celery -A src.jobs.celery_app inspect active
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```
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### Production Deployment Checklist
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- [ ] Secrets generated and secured
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- [ ] Email provider configured and tested
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- [ ] Database migrations applied
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- [ ] Redis running (if using Celery)
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- [ ] Scheduler container started
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- [ ] Logs being collected
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- [ ] Health checks configured
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- [ ] Monitoring alerts set up
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---
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## Troubleshooting
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### Email Not Sending
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```bash
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# Check email configuration
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echo $EMAIL_PROVIDER
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echo $SENDGRID_API_KEY
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# Test SendGrid API directly
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curl -X POST https://api.sendgrid.com/v3/mail/send \
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-H "Authorization: Bearer $SENDGRID_API_KEY" \
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-H "Content-Type: application/json" \
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-d '{"personalizations":[{"to":[{"email":"test@example.com"}]}],"from":{"email":"noreply@mockupaws.com"},"subject":"Test","content":[{"type":"text/plain","value":"Hello"}]}'
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```
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### Scheduler Not Running
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```bash
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# Check if scheduler container is running
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docker-compose ps
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# View scheduler logs
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docker-compose logs scheduler
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# Restart scheduler
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docker-compose restart scheduler
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```
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### JWT Errors
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```bash
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# Verify JWT secret length (should be 32+ chars)
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echo -n $JWT_SECRET_KEY | wc -c
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# Regenerate if needed
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openssl rand -hex 32
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```
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---
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## Additional Resources
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- [SendGrid Documentation](https://docs.sendgrid.com/)
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- [AWS SES Documentation](https://docs.aws.amazon.com/ses/)
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- [APScheduler Documentation](https://apscheduler.readthedocs.io/)
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- [Celery Documentation](https://docs.celeryq.dev/)
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