File: quickstart.rst

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Quick Start
===========

There are some complete (but simple) examples available in the *examples* directory of the
`Flask-Security repo`_.

.. note::
    The below quickstarts are just that - they don't enable most of the features (such as registration, reset, etc.).
    They basically create a single user, and you can login as that user... that's it.
    As you add more features, additional packages (e.g. Flask-Mail, Flask-Babel, pyqrcode) might be required
    and will need to be added to your requirements.txt (or equivalent) file.

.. danger::
   The examples below place secrets in source files. Never do this for your application
   especially if your source code is placed in a public repo. How you pass in secrets
   securely will depend on your deployment model - however in most cases (e.g. docker, lambda)
   using environment variables will be the easiest.


* :ref:`basic-sqlalchemy-application`
* :ref:`basic-sqlalchemy-application-with-session`
* :ref:`basic-mongoengine-application`
* :ref:`basic-peewee-application`
* :ref:`mail-configuration`
* :ref:`proxy-configuration`
* :ref:`unit-testing`

.. _basic-sqlalchemy-application:

Basic SQLAlchemy Application
----------------------------

SQLAlchemy Install requirements
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

::

     $ mkvirtualenv <your-app-name>
     $ pip install flask-security-too flask-sqlalchemy


SQLAlchemy Application
~~~~~~~~~~~~~~~~~~~~~~

The following code sample illustrates how to get started as quickly as
possible using Flask-SQLAlchemy and the built-in model mixins:

::

    import os

    from flask import Flask, render_template_string
    from flask_sqlalchemy import SQLAlchemy
    from flask_security import Security, SQLAlchemyUserDatastore, auth_required, hash_password
    from flask_security.models import fsqla_v2 as fsqla

    # Create app
    app = Flask(__name__)
    app.config['DEBUG'] = True

    # Generate a nice key using secrets.token_urlsafe()
    app.config['SECRET_KEY'] = os.environ.get("SECRET_KEY", 'pf9Wkove4IKEAXvy-cQkeDPhv9Cb3Ag-wyJILbq_dFw')
    # Bcrypt is set as default SECURITY_PASSWORD_HASH, which requires a salt
    # Generate a good salt using: secrets.SystemRandom().getrandbits(128)
    app.config['SECURITY_PASSWORD_SALT'] = os.environ.get("SECURITY_PASSWORD_SALT", '146585145368132386173505678016728509634')

    app.config['SQLALCHEMY_DATABASE_URI'] = 'sqlite://'
    # As of Flask-SQLAlchemy 2.4.0 it is easy to pass in options directly to the
    # underlying engine. This option makes sure that DB connections from the
    # pool are still valid. Important for entire application since
    # many DBaaS options automatically close idle connections.
    app.config["SQLALCHEMY_ENGINE_OPTIONS"] = {
        "pool_pre_ping": True,
    }

    # Create database connection object
    db = SQLAlchemy(app)

    # Define models
    fsqla.FsModels.set_db_info(db)

    class Role(db.Model, fsqla.FsRoleMixin):
        pass

    class User(db.Model, fsqla.FsUserMixin):
        pass

    # Setup Flask-Security
    user_datastore = SQLAlchemyUserDatastore(db, User, Role)
    security = Security(app, user_datastore)

    # Create a user to test with
    @app.before_first_request
    def create_user():
        db.create_all()
        if not user_datastore.find_user(email="test@me.com"):
            user_datastore.create_user(email="test@me.com", password=hash_password("password"))
        db.session.commit()

    # Views
    @app.route("/")
    @auth_required()
    def home():
        return render_template_string("Hello {{ current_user.email }}")

    if __name__ == '__main__':
        app.run()

.. _basic-sqlalchemy-application-with-session:

Basic SQLAlchemy Application with session
-----------------------------------------

SQLAlchemy Install requirements
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

::

     $ mkvirtualenv <your-app-name>
     $ pip install flask-security-too sqlalchemy

Also, you can use the extension `Flask-SQLAlchemy-Session documentation
<http://flask-sqlalchemy-session.readthedocs.io/en/latest/>`_.

SQLAlchemy Application
~~~~~~~~~~~~~~~~~~~~~~

The following code sample illustrates how to get started as quickly as
possible using `SQLAlchemy in a declarative way
<https://flask.palletsprojects.com/en/1.1.x/patterns/sqlalchemy/#declarative>`_:

We are gonna split the application at least in three files: app.py, database.py
and models.py. You can also do the models a folder and spread your tables there.

- app.py ::

    import os

    from flask import Flask, render_template_string
    from flask_security import Security, current_user, auth_required, hash_password, \
         SQLAlchemySessionUserDatastore
    from database import db_session, init_db
    from models import User, Role

    # Create app
    app = Flask(__name__)
    app.config['DEBUG'] = True

    # Generate a nice key using secrets.token_urlsafe()
    app.config['SECRET_KEY'] = os.environ.get("SECRET_KEY", 'pf9Wkove4IKEAXvy-cQkeDPhv9Cb3Ag-wyJILbq_dFw')
    # Bcrypt is set as default SECURITY_PASSWORD_HASH, which requires a salt
    # Generate a good salt using: secrets.SystemRandom().getrandbits(128)
    app.config['SECURITY_PASSWORD_SALT'] = os.environ.get("SECURITY_PASSWORD_SALT", '146585145368132386173505678016728509634')

    # Setup Flask-Security
    user_datastore = SQLAlchemySessionUserDatastore(db_session, User, Role)
    security = Security(app, user_datastore)

    # Create a user to test with
    @app.before_first_request
    def create_user():
        init_db()
        if not user_datastore.find_user(email="test@me.com"):
            user_datastore.create_user(email="test@me.com", password=hash_password("password"))
        db_session.commit()

    # Views
    @app.route("/")
    @auth_required()
    def home():
        return render_template_string('Hello {{email}} !', email=current_user.email)

    if __name__ == '__main__':
        app.run()

- database.py ::

    from sqlalchemy import create_engine
    from sqlalchemy.orm import scoped_session, sessionmaker
    from sqlalchemy.ext.declarative import declarative_base

    engine = create_engine('sqlite:////tmp/test.db')
    db_session = scoped_session(sessionmaker(autocommit=False,
                                             autoflush=False,
                                             bind=engine))
    Base = declarative_base()
    Base.query = db_session.query_property()

    def init_db():
        # import all modules here that might define models so that
        # they will be registered properly on the metadata.  Otherwise
        # you will have to import them first before calling init_db()
        import models
        Base.metadata.create_all(bind=engine)

- models.py ::

    from database import Base
    from flask_security import UserMixin, RoleMixin
    from sqlalchemy import create_engine
    from sqlalchemy.orm import relationship, backref
    from sqlalchemy import Boolean, DateTime, Column, Integer, \
                           String, ForeignKey

    class RolesUsers(Base):
        __tablename__ = 'roles_users'
        id = Column(Integer(), primary_key=True)
        user_id = Column('user_id', Integer(), ForeignKey('user.id'))
        role_id = Column('role_id', Integer(), ForeignKey('role.id'))

    class Role(Base, RoleMixin):
        __tablename__ = 'role'
        id = Column(Integer(), primary_key=True)
        name = Column(String(80), unique=True)
        description = Column(String(255))

    class User(Base, UserMixin):
        __tablename__ = 'user'
        id = Column(Integer, primary_key=True)
        email = Column(String(255), unique=True)
        username = Column(String(255), unique=True, nullable=True)
        password = Column(String(255), nullable=False)
        last_login_at = Column(DateTime())
        current_login_at = Column(DateTime())
        last_login_ip = Column(String(100))
        current_login_ip = Column(String(100))
        login_count = Column(Integer)
        active = Column(Boolean())
        fs_uniquifier = Column(String(255), unique=True, nullable=False)
        confirmed_at = Column(DateTime())
        roles = relationship('Role', secondary='roles_users',
                             backref=backref('users', lazy='dynamic'))

.. _basic-mongoengine-application:

Basic MongoEngine Application
-----------------------------

MongoEngine Install requirements
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

::

    $ mkvirtualenv <your-app-name>
    $ pip install flask-security-too flask-mongoengine

MongoEngine Application
~~~~~~~~~~~~~~~~~~~~~~~

The following code sample illustrates how to get started as quickly as
possible using MongoEngine:

::

    import os

    from flask import Flask, render_template
    from flask_mongoengine import MongoEngine
    from flask_security import Security, MongoEngineUserDatastore, \
        UserMixin, RoleMixin, auth_required, hash_password

    # Create app
    app = Flask(__name__)
    app.config['DEBUG'] = True

    # Generate a nice key using secrets.token_urlsafe()
    app.config['SECRET_KEY'] = os.environ.get("SECRET_KEY", 'pf9Wkove4IKEAXvy-cQkeDPhv9Cb3Ag-wyJILbq_dFw')
    # Bcrypt is set as default SECURITY_PASSWORD_HASH, which requires a salt
    # Generate a good salt using: secrets.SystemRandom().getrandbits(128)
    app.config['SECURITY_PASSWORD_SALT'] = os.environ.get("SECURITY_PASSWORD_SALT", '146585145368132386173505678016728509634')

    # MongoDB Config
    app.config['MONGODB_DB'] = 'mydatabase'
    app.config['MONGODB_HOST'] = 'localhost'
    app.config['MONGODB_PORT'] = 27017

    # Create database connection object
    db = MongoEngine(app)

    class Role(db.Document, RoleMixin):
        name = db.StringField(max_length=80, unique=True)
        description = db.StringField(max_length=255)
        permissions = db.StringField(max_length=255)

    class User(db.Document, UserMixin):
        email = db.StringField(max_length=255)
        password = db.StringField(max_length=255)
        active = db.BooleanField(default=True)
        fs_uniquifier = db.StringField(max_length=64, unique=True)
        confirmed_at = db.DateTimeField()
        roles = db.ListField(db.ReferenceField(Role), default=[])

    # Setup Flask-Security
    user_datastore = MongoEngineUserDatastore(db, User, Role)
    security = Security(app, user_datastore)

    # Create a user to test with
    @app.before_first_request
    def create_user():
        if not user_datastore.find_user(email="test@me.com"):
            user_datastore.create_user(email="test@me.com", password=hash_password("password"))

    # Views
    @app.route("/")
    @auth_required()
    def home():
        return render_template('index.html')

    if __name__ == '__main__':
        app.run()


.. _basic-peewee-application:

Basic Peewee Application
------------------------

Peewee Install requirements
~~~~~~~~~~~~~~~~~~~~~~~~~~~

::

    $ mkvirtualenv <your-app-name>
    $ pip install flask-security-too peewee

Peewee Application
~~~~~~~~~~~~~~~~~~

The following code sample illustrates how to get started as quickly as
possible using Peewee:

::

    import os

    from flask import Flask, render_template
    from playhouse.flask_utils import FlaskDB
    from peewee import *
    from flask_security import Security, PeeweeUserDatastore, \
        UserMixin, RoleMixin, auth_required, hash_password

    # Create app
    app = Flask(__name__)
    app.config['DEBUG'] = True

    # Generate a nice key using secrets.token_urlsafe()
    app.config['SECRET_KEY'] = os.environ.get("SECRET_KEY", 'pf9Wkove4IKEAXvy-cQkeDPhv9Cb3Ag-wyJILbq_dFw')
    # Bcrypt is set as default SECURITY_PASSWORD_HASH, which requires a salt
    # Generate a good salt using: secrets.SystemRandom().getrandbits(128)
    app.config['SECURITY_PASSWORD_SALT'] = os.environ.get("SECURITY_PASSWORD_SALT", '146585145368132386173505678016728509634')

    app.config['DATABASE'] = {
        'name': 'example.db',
        'engine': 'peewee.SqliteDatabase',
    }

    # Create database connection object
    db = FlaskDB(app)

    class Role(RoleMixin, db.Model):
        name = CharField(unique=True)
        description = TextField(null=True)
        permissions = TextField(null=True)

    # N.B. order is important since db.Model also contains a get_id() -
    # we need the one from UserMixin.
    class User(UserMixin, db.Model):
        email = TextField()
        password = TextField()
        active = BooleanField(default=True)
        fs_uniquifier = TextField(null=False)
        confirmed_at = DateTimeField(null=True)

    class UserRoles(db.Model):
        # Because peewee does not come with built-in many-to-many
        # relationships, we need this intermediary class to link
        # user to roles.
        user = ForeignKeyField(User, related_name='roles')
        role = ForeignKeyField(Role, related_name='users')
        name = property(lambda self: self.role.name)
        description = property(lambda self: self.role.description)

        def get_permissions(self):
            return self.role.get_permissions()

    # Setup Flask-Security
    user_datastore = PeeweeUserDatastore(db, User, Role, UserRoles)
    security = Security(app, user_datastore)

    # Create a user to test with
    @app.before_first_request
    def create_user():
        for Model in (Role, User, UserRoles):
            Model.drop_table(fail_silently=True)
            Model.create_table(fail_silently=True)
        if not user_datastore.find_user(email="test@me.com"):
            user_datastore.create_user(email="test@me.com", password=hash_password("password"))

    # Views
    @app.route('/')
    @auth_required()
    def home():
        return render_template('index.html')

    if __name__ == '__main__':
        app.run()


.. _mail-configuration:

Mail Configuration
------------------

Flask-Security integrates with an outgoing mail service via the ``mail_util_cls`` which
is part of initial configuration. The default class :class:`flask_security.MailUtil` utilizes the
`Flask-Mail <https://pypi.org/project/Flask-Mail/>`_ package. Be sure to add flask_mail to
your requirements.txt.

The following code illustrates a basic setup, which could be added to
the basic application code in the previous section::

    # At top of file
    from flask_mail import Mail

    # After 'Create app'
    app.config['MAIL_SERVER'] = 'smtp.example.com'
    app.config['MAIL_PORT'] = 465
    app.config['MAIL_USE_SSL'] = False
    app.config['MAIL_USE_TLS'] = True
    app.config['MAIL_USERNAME'] = 'username'
    app.config['MAIL_PASSWORD'] = 'password'
    mail = Mail(app)

To learn more about the various Flask-Mail settings to configure it to
work with your particular email server configuration, please see the
`Flask-Mail documentation <http://packages.python.org/Flask-Mail/>`_.

.. _proxy-configuration:

Proxy Configuration
-------------------

The user tracking features need an additional configuration
in HTTP proxy environment. The following code illustrates a setup
with a single HTTP proxy in front of the web application::

    # At top of file
    from werkzeug.middleware.proxy_fix import ProxyFix

    # After 'Create app'
    app.wsgi_app = ProxyFix(app.wsgi_app, x_for=1)

To learn more about the ``ProxyFix`` middleware, please see the
`Werkzeug documentation <https://werkzeug.palletsprojects.com/en/1.0.x/middleware/proxy_fix/#module-werkzeug.middleware.proxy_fix>`_.

.. _unit-testing:

Unit Testing Your Application
-----------------------------

As soon as you add any of the Flask-Security decorators to your API endpoints, it can
be frustrating to unit test your basic routing (and roles and permissions). Without getting
into the argument of the difference between unit tests and integration tests - you can approach testing
in 2 ways:

* 'Pure' unit test - mocking out all lower level objects (such as the data store)
* Complete app with in-memory/temporary DB (with little or no mocking).

Look in the `Flask-Security repo`_ *examples* directory for actual code that implements the
first approach.

.. _Flask-Security repo: https://github.com/Flask-Middleware/flask-security