Files
sure/.env.example
LPW a53a131c46 Add Pipelock operational templates, docs, and config hardening (#1102)
* feat(helm): add Pipelock ConfigMap, scanning config, and consolidate compose

- Add ConfigMap template rendering DLP, response scanning, MCP input/tool
  scanning, and forward proxy settings from values
- Mount ConfigMap as /etc/pipelock/pipelock.yaml volume in deployment
- Add checksum/config annotation for automatic pod restart on config change
- Gate HTTPS_PROXY/HTTP_PROXY env injection on forwardProxy.enabled (skip
  in MCP-only mode)
- Use hasKey for all boolean values to prevent Helm default swallowing false
- Single source of truth for ports (forwardProxy.port/mcpProxy.port)
- Pipelock-specific imagePullSecrets with fallback to app secrets
- Merge standalone compose.example.pipelock.yml into compose.example.ai.yml
- Add pipelock.example.yaml for Docker Compose users
- Add exclude-paths to CI workflow for locale file false positives

* Add external assistant support (OpenAI-compatible SSE proxy)

Allow self-hosted instances to delegate chat to an external AI agent
via an OpenAI-compatible streaming endpoint. Configurable per-family
through Settings UI or ASSISTANT_TYPE env override.

- Assistant::External::Client: SSE streaming HTTP client (no new gems)
- Settings UI with type selector, env lock indicator, config status
- Helm chart and Docker Compose env var support
- 45 tests covering client, config, routing, controller, integration

* Add session key routing, email allowlist, and config plumbing

Route to the actual OpenClaw session via x-openclaw-session-key header
instead of creating isolated sessions. Gate external assistant access
behind an email allowlist (EXTERNAL_ASSISTANT_ALLOWED_EMAILS env var).
Plumb session_key and allowedEmails through Helm chart, compose, and
env template.

* Add HTTPS_PROXY support to External::Client for Pipelock integration

Net::HTTP does not auto-read HTTPS_PROXY/HTTP_PROXY env vars (unlike
Faraday). Explicitly resolve proxy from environment in build_http so
outbound traffic to the external assistant routes through Pipelock's
forward proxy when enabled. Respects NO_PROXY for internal hosts.

* Add UI fields for external assistant config (Setting-backed with env fallback)

Follow the same pattern as OpenAI settings: database-backed Setting
fields with env var defaults. Self-hosters can now configure the
external assistant URL, token, and agent ID from the browser
(Settings > Self-Hosting > AI Assistant) instead of requiring env vars.
Fields disable when the corresponding env var is set.

* Improve external assistant UI labels and add help text

Change placeholder to generic OpenAI-compatible URL pattern. Add help
text under each field explaining where the values come from: URL from
agent provider, token for authentication, agent ID for multi-agent
routing.

* Add external assistant docs and fix URL help text

Add External AI Assistant section to docs/hosting/ai.md covering setup
(UI and env vars), how it works, Pipelock security scanning, access
control, and Docker Compose example. Drop "chat completions" jargon
from URL help text.

* Harden external assistant: retry logic, disconnect UI, error handling, and test coverage

- Add retry with backoff for transient network errors (no retry after streaming starts)
- Add disconnect button with confirmation modal in self-hosting settings
- Narrow rescue scope with fallback logging for unexpected errors
- Safe cleanup of partial responses on stream interruption
- Gate ai_available? on family assistant_type instead of OR-ing all providers
- Truncate conversation history to last 20 messages
- Proxy-aware HTTP client with NO_PROXY support
- Sanitize protocol to use generic headers (X-Agent-Id, X-Session-Key)
- Full test coverage for streaming, retries, proxy routing, config, and disconnect

* Exclude external assistant client from Pipelock scan-diff

False positive: `@token` instance variable flagged as "Credential in URL".
Temporary workaround until Pipelock supports inline suppression.

* Address review feedback: NO_PROXY boundary fix, SSE done flag, design tokens

- Fix NO_PROXY matching to require domain boundary (exact match or .suffix),
  case-insensitive. Prevents badexample.com matching example.com.
- Add done flag to SSE streaming so read_body stops after [DONE]
- Move MAX_CONVERSATION_MESSAGES to class level
- Use bg-success/bg-destructive design tokens for status indicators
- Add rationale comment for pipelock scan exclusion
- Update docs last-updated date

* Address second round of review feedback

- Allowlist email comparison is now case-insensitive and nil-safe
- Cap SSE buffer at 1 MB to prevent memory blowup from malformed streams
- Don't expose upstream HTTP response body in user-facing errors (log it instead)
- Fix frozen string warning on buffer initialization
- Fix "builtin" typo in docs (should be "built-in")

* Protect completed responses from cleanup, sanitize error messages

- Don't destroy a fully streamed assistant message if post-stream
  metadata update fails (only cleanup partial responses)
- Log raw connection/HTTP errors internally, show generic messages
  to users to avoid leaking network/proxy details
- Update test assertions for new error message wording

* Fix SSE content guard and NO_PROXY test correctness

Use nil check instead of present? for SSE delta content to preserve
whitespace-only chunks (newlines, spaces) that can occur in code output.

Fix NO_PROXY test to use HTTP_PROXY matching the http:// client URL so
the proxy resolution and NO_PROXY bypass logic are actually exercised.

* Forward proxy credentials to Net::HTTP

Pass proxy_uri.user and proxy_uri.password to Net::HTTP.new so
authenticated proxies (http://user:pass@host:port) work correctly.
Without this, credentials parsed from the proxy URL were silently
dropped. Nil values are safe as positional args when no creds exist.

* Update pipelock integration to v0.3.1 with full scanning config

Bump Helm image tag from 0.2.7 to 0.3.1. Add missing security
sections to both the Helm ConfigMap and compose example config:
mcp_tool_policy, mcp_session_binding, and tool_chain_detection.
These protect the /mcp endpoint against tool injection, session
hijacking, and multi-step exfiltration chains.

Add version and mode fields to config files. Enable include_defaults
for DLP and response scanning to merge user patterns with the 35
built-in patterns. Remove redundant --mode CLI flag from the Helm
deployment template since mode is now in the config file.

* Pipelock Helm hardening + docs for external assistant and pipelock

Helm templates:
- ServiceMonitor for Prometheus scraping on /metrics (proxy port)
- Ingress template for MCP reverse proxy (external AI agent access)
- PodDisruptionBudget with minAvailable/maxUnavailable mutual exclusion
- topologySpreadConstraints on Deployment
- Structured logging config (format, output, include_allowed/blocked)
- extraConfig escape hatch for additional pipelock.yaml sections
- requireForExternalAssistant guard (fails when assistant enabled without pipelock)
- Component label on Service metadata for ServiceMonitor targeting
- NOTES.txt pipelock section with health, access, security, metrics info
- Bump pipelock image tag 0.3.1 -> 0.3.2
- Fix: rename _asserts.tpl -> asserts.tpl (Helm skipped _ prefixed file)

Documentation:
- Helm chart README: full Pipelock section
- docs/hosting/pipelock.md: dedicated hosting guide (Docker + Kubernetes)
- docs/hosting/docker.md: AI features section (external assistant, pipelock)
- .env.example: external assistant and MCP env vars

Infra:
- Chart.lock pinning dependency versions
- .gitignore for vendored subchart tarballs

* Fix bot comments: quote ingress host, fix sidecar wording, add code block lang

* Fail fast when pipelock ingress enabled with empty hosts

* Fail fast when pipelock ingress host has empty paths

* Messed up the conflict merge

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-03-03 16:32:35 +01:00

161 lines
5.7 KiB
Plaintext

# ================================ PLEASE READ ===========================================================
# This file outlines all the possible environment variables supported by the Sure app for self hosting.
#
# If you're a developer setting up your local environment, please use `.env.local.example` instead.
# ========================================================================================================
# Required self-hosting vars
# --------------------------------------------------------------------------------------------------------
# Enables self hosting features (should be set to true unless you know what you're doing)
SELF_HOSTED=true
# Controls onboarding flow (valid: open, closed, invite_only)
ONBOARDING_STATE=open
# Secret key used to encrypt credentials (https://api.rubyonrails.org/v7.1.3.2/classes/Rails/Application.html#method-i-secret_key_base)
# Has to be a random string, generated eg. by running `openssl rand -hex 64`
SECRET_KEY_BASE=secret-value
# Optional self-hosting vars
# --------------------------------------------------------------------------------------------------------
# Optional: OpenAI-compatible API endpoint config
OPENAI_ACCESS_TOKEN=
OPENAI_MODEL=
OPENAI_URI_BASE=
# Optional: External AI Assistant — delegates chat to a remote AI agent
# instead of calling LLMs directly. The agent calls back to Sure's /mcp endpoint.
# See docs/hosting/ai.md for full details.
# ASSISTANT_TYPE=external
# EXTERNAL_ASSISTANT_URL=https://your-agent-host/v1/chat/completions
# EXTERNAL_ASSISTANT_TOKEN=your-api-token
# EXTERNAL_ASSISTANT_AGENT_ID=main
# EXTERNAL_ASSISTANT_SESSION_KEY=agent:main:main
# EXTERNAL_ASSISTANT_ALLOWED_EMAILS=user@example.com
# Optional: MCP server endpoint — enables /mcp for external AI assistants.
# Both values are required. MCP_USER_EMAIL must match an existing user's email.
# MCP_API_TOKEN=your-random-bearer-token
# MCP_USER_EMAIL=user@example.com
# Optional: Langfuse config
LANGFUSE_HOST=https://cloud.langfuse.com
LANGFUSE_PUBLIC_KEY=
LANGFUSE_SECRET_KEY=
# Optional: Twelve Data API Key for exchange rates + stock prices
# (you can also set this in your self-hosted settings page)
# Get it here: https://twelvedata.com/
TWELVE_DATA_API_KEY=
# Optional: Provider selection for exchange rates and securities data
# Options: twelve_data (default), yahoo_finance
# EXCHANGE_RATE_PROVIDER=twelve_data
# SECURITIES_PROVIDER=twelve_data
# Alternative: Use Yahoo Finance as provider (free, no API key required)
EXCHANGE_RATE_PROVIDER=yahoo_finance
SECURITIES_PROVIDER=yahoo_finance
# Brandfetch to grab logos for banks and merchants
BRAND_FETCH_CLIENT_ID=
# Custom port config
# For users who have other applications listening at 3000, this allows them to set a value puma will listen to.
PORT=3000
# SMTP Configuration
# This is only needed if you intend on sending emails from your Sure instance (such as for password resets or email financial reports).
# Resend.com is a good option that offers a free tier for sending emails.
SMTP_ADDRESS=
SMTP_PORT=465
SMTP_USERNAME=
SMTP_PASSWORD=
SMTP_TLS_ENABLED=true
# Address that emails are sent from
EMAIL_SENDER=
# Database Configuration
DB_HOST=localhost # May need to be changed to `DB_HOST=db` if using devcontainer
DB_PORT=5432
POSTGRES_PASSWORD=postgres
POSTGRES_USER=postgres
# Redis configuration
# Standard Redis URL (for direct connection)
REDIS_URL=redis://localhost:6379/1
# Redis Sentinel configuration (for high availability)
# When REDIS_SENTINEL_HOSTS is set, it takes precedence over REDIS_URL
# REDIS_SENTINEL_HOSTS=sentinel1:26379,sentinel2:26379,sentinel3:26379
# REDIS_SENTINEL_MASTER=mymaster
# REDIS_SENTINEL_USERNAME=default
# REDIS_PASSWORD=your-redis-password
# App Domain
# This is the domain that your Sure instance will be hosted at. It is used to generate links in emails and other places.
APP_DOMAIN=
# OpenID Connect configuration
OIDC_CLIENT_ID=
OIDC_CLIENT_SECRET=
OIDC_ISSUER=
OIDC_REDIRECT_URI=
# Product/Brand Name
PRODUCT_NAME=
BRAND_NAME=
# PostHog configuration
POSTHOG_KEY=
POSTHOG_HOST=
# Disable enforcing SSL connections
# DISABLE_SSL=true
# Active Record Encryption Keys (Optional)
# These keys are used to encrypt sensitive data like API keys in the database.
# For managed mode: Set these environment variables to provide encryption keys.
# For self-hosted mode: If not provided, they will be automatically generated based on your SECRET_KEY_BASE.
# You can generate your own keys by running: rails db:encryption:init
# ACTIVE_RECORD_ENCRYPTION_PRIMARY_KEY=
# ACTIVE_RECORD_ENCRYPTION_DETERMINISTIC_KEY=
# ACTIVE_RECORD_ENCRYPTION_KEY_DERIVATION_SALT=
# ======================================================================================================
# Active Storage Configuration - responsible for storing file uploads
# ======================================================================================================
#
# * Defaults to disk storage but you can also use Amazon S3 or Cloudflare R2
# * Set the appropriate environment variables to use these services.
# * Ensure libvips is installed on your system for image processing - https://github.com/libvips/libvips
#
# Amazon S3
# ==========
# ACTIVE_STORAGE_SERVICE=amazon <- Enables Amazon S3 storage
# S3_ACCESS_KEY_ID=
# S3_SECRET_ACCESS_KEY=
# S3_REGION= # defaults to `us-east-1` if not set
# S3_BUCKET=
#
# Cloudflare R2
# =============
# ACTIVE_STORAGE_SERVICE=cloudflare <- Enables Cloudflare R2 storage
# CLOUDFLARE_ACCOUNT_ID=
# CLOUDFLARE_ACCESS_KEY_ID=
# CLOUDFLARE_SECRET_ACCESS_KEY=
# CLOUDFLARE_BUCKET=
#
# Generic S3
# ==========
# ACTIVE_STORAGE_SERVICE=generic_s3 <- Enables Generic S3 storage
# GENERIC_S3_ACCESS_KEY_ID=
# GENERIC_S3_SECRET_ACCESS_KEY=
# GENERIC_S3_REGION=
# GENERIC_S3_BUCKET=
# GENERIC_S3_ENDPOINT=
# GENERIC_S3_FORCE_PATH_STYLE= <- defaults to false