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Edited documentation and removed SMTP configs from env #2186

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merged 5 commits into from
Sep 15, 2024
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KesterTan
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Description

This resolves #2177. With the recent change, SMTP configs are no longer taken from the env file but are configured using the UI and saved in the config. For more information see #2168. This PR updates the documentation with instructions to use the UI to configure SMTP and for application and production.rb files to reference the config instead.

How Has This Been Tested?

  • Test manual installation and docker installation of Autolab with these changes, check that you can save configuration and when you send an email, it works and its received which shows that SMTP configuration is a success.

Screenshot 2024-09-02 at 11 50 00 PM
Screenshot 2024-09-02 at 11 50 09 PM

Types of changes

  • Bug fix (non-breaking change which fixes an issue)
  • New feature (non-breaking change which adds functionality)
  • Breaking change (fix or feature that would cause existing functionality to change)

Checklist:

  • I have run rubocop and erblint for style check. If you haven't, run overcommit --install && overcommit --sign to use pre-commit hook for linting
  • My change requires a change to the documentation, which is located at Autolab Docs
  • I have updated the documentation accordingly, included in this PR

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coderabbitai bot commented Sep 3, 2024

Walkthrough

Walkthrough

The changes involve updates to the configuration of SMTP mailing within the Autolab application. The default_url_options for ActionMailer have been modified to use a hardcoded host, while the sender email configuration has shifted from an environment variable to a dynamic configuration object. Additionally, the documentation has been revised to reflect these changes, improving clarity and usability for users setting up mailing services.

Changes

Files Change Summary
config/application.rb, config/environments/production.rb.template, config/initializers/devise.rb Updated ActionMailer configurations: hardcoded host in application.rb, dynamic sender in production.rb.template, and removal of sender configuration in devise.rb.
docs/installation/mailing.md Enhanced documentation for SMTP setup, including new sections for users without a domain and guidance for older versions of Autolab.

Assessment against linked issues

Objective Addressed Explanation
Update SMTP Config documentation and remove old config from env template (#2177)
Remove smtp related variables in production.rb.template
Update documentation on SMTP config setup using the interface
Remove smtp related .env variables in .env.template No changes were made to .env.template in the PR.

Possibly related PRs

  • Fix an incorrect setting name (SMTP authentication) #2175: The changes in config/environments/production.rb.template regarding SMTP authentication settings are directly related to the modifications in email configuration in the main PR, as both involve updates to how email settings are defined and managed.

Suggested labels

Type: Bug, small


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Actionable comments posted: 1

Outside diff range, codebase verification and nitpick comments (3)
docs/installation/mailing.md (3)

9-11: Approve new section with minor grammatical suggestion.

The new section provides valuable information for users without a domain name, enhancing the documentation's completeness.

Consider rephrasing the section title for better grammar:

-## I don't have a domain name, will mailing work?
+## I don't have a domain name. Will mailing work?
Tools
LanguageTool

[grammar] ~9-~9: Modal verbs like ‘can’ or ‘will’ require the following verb to be in its base form.
Context: ...`. ## I don't have a domain name, will mailing work? Mailing has been tested to work w...

(MD_BASEFORM)


Line range hint 46-72: Approve manual installation instructions with formatting suggestions.

The updated manual installation instructions are clear and comprehensive.

Consider applying the following formatting improvements for consistency:

  1. Use consistent indentation for code blocks. For example:
-        :::
-        MAILER_HOST=yourhost.com
+    :::
+    MAILER_HOST=yourhost.com
  1. Use consistent syntax highlighting for code blocks. For example:
-        :::
+        :::ruby

Apply these changes throughout the manual installation section for better readability.

Tools
LanguageTool

[misspelling] ~76-~76: Use “an” instead of ‘a’ if the following word starts with a vowel sound, e.g. ‘an article’, ‘an hour’.
Context: ...' Here the from address must be a address that your SMTP service permits ...

(EN_A_VS_AN)


[uncategorized] ~76-~76: Possible missing comma found.
Context: ... SMTP service permits you to send from. Oftentimes it is the same as your user_name in the...

(AI_HYDRA_LEO_MISSING_COMMA)


76-78: Approve additional information with minor grammatical suggestion.

The additional information about the "from" address and the reminder to restart the Autolab client are valuable.

Please apply the following grammatical fix:

-Here the from address **must** be a address that your SMTP service permits you to send from.
+Here the from address **must** be an address that your SMTP service permits you to send from.
Tools
LanguageTool

[misspelling] ~76-~76: Use “an” instead of ‘a’ if the following word starts with a vowel sound, e.g. ‘an article’, ‘an hour’.
Context: ...' Here the from address must be a address that your SMTP service permits ...

(EN_A_VS_AN)


[uncategorized] ~76-~76: Possible missing comma found.
Context: ... SMTP service permits you to send from. Oftentimes it is the same as your user_name in the...

(AI_HYDRA_LEO_MISSING_COMMA)

docs/installation/mailing.md Outdated Show resolved Hide resolved
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@20wildmanj 20wildmanj left a comment

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At the very least, I don't think anything breaks from the removal of the env variables. I was able to get SMTP service up and running on my end, although we should get it set up on nightly as well so we can test it over there as well. Just some more clarity in documentation / check nit for production.rb.template

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Actionable comments posted: 1

Review details

Configuration used: CodeRabbit UI
Review profile: CHILL

Commits

Files that changed from the base of the PR and between 9b52adb and 8101454.

Files selected for processing (2)
  • config/environments/production.rb.template (1 hunks)
  • docs/installation/mailing.md (4 hunks)
Additional context used
LanguageTool
docs/installation/mailing.md

[grammar] ~9-~9: Modal verbs like ‘can’ or ‘will’ require the following verb to be in its base form.
Context: ...`. ## I don't have a domain name, will mailing work? Mailing has been tested to work w...

(MD_BASEFORM)


[uncategorized] ~76-~76: Possible missing comma found.
Context: ...lt :from => '[email protected]' Here the from address must be a address ...

(AI_HYDRA_LEO_MISSING_COMMA)


[misspelling] ~76-~76: Use “an” instead of ‘a’ if the following word starts with a vowel sound, e.g. ‘an article’, ‘an hour’.
Context: ...' Here the from address must be a address that your SMTP service permits ...

(EN_A_VS_AN)


[uncategorized] ~76-~76: Possible missing comma found.
Context: ... SMTP service permits you to send from. Oftentimes it is the same as your user_name in the...

(AI_HYDRA_LEO_MISSING_COMMA)

Additional comments not posted (7)
docs/installation/mailing.md (6)

5-5: Grammatical error fixed.

The grammatical error pointed out in the previous review has been corrected. The singular determiner "this" has been changed to "these" to agree with the plural noun "instructions".


7-8: Instructions added for configuring SMTP through UI in Autolab v3.0.0 and above.

The new section clearly instructs users to configure SMTP settings through the Autolab interface for versions 3.0.0 and above. This addresses the suggestion from the previous review to clarify the transition from env file based config to UI config in newer versions.


9-11: Relevant information added for users without domain names.

The new section confirms that mailing can work without a domain name by using the server's IP address, although it may result in emails being flagged as spam. The recommendation to use MailTrap for testing purposes is helpful.

Tools
LanguageTool

[grammar] ~9-~9: Modal verbs like ‘can’ or ‘will’ require the following verb to be in its base form.
Context: ...`. ## I don't have a domain name, will mailing work? Mailing has been tested to work w...

(MD_BASEFORM)


12-14: Clear guidance added for users running outdated versions of Autolab.

The new section directs users running Autolab versions less than v3.0.0 to refer to the previous documentation for SMTP configuration. This provides clear guidance for users on older versions.


Line range hint 15-46: Instructions for mailing setup in Autolab Docker Installation enhanced.

The changes made to the section on mailing for Autolab Docker Installation improve the clarity of the instructions. The steps to update the host domain, SMTP settings, and "from" address in the .env file are clearly outlined. The reminder to restart the Autolab client to apply changes is helpful.

Tools
LanguageTool

[misspelling] ~3-~3: Use “an” instead of ‘a’ if the following word starts with a vowel sound, e.g. ‘an article’, ‘an hour’.
Context: ...ded approach is to setup Autolab to use a SMTP server, such as [mailgun](https://...

(EN_A_VS_AN)


[grammar] ~9-~9: Modal verbs like ‘can’ or ‘will’ require the following verb to be in its base form.
Context: ...`. ## I don't have a domain name, will mailing work? Mailing has been tested to work w...

(MD_BASEFORM)


Line range hint 46-78: Instructions for mailing setup in Autolab Manual Installation enhanced.

The changes made to the section on mailing for Autolab Manual Installation improve the clarity of the instructions. The steps to update the host domain in the .env file, SMTP settings in the production.rb file, and the "from" address are clearly outlined. The reminder to restart the Autolab client to apply changes is helpful.

Tools
LanguageTool

[uncategorized] ~76-~76: Possible missing comma found.
Context: ...lt :from => '[email protected]' Here the from address must be a address ...

(AI_HYDRA_LEO_MISSING_COMMA)


[misspelling] ~76-~76: Use “an” instead of ‘a’ if the following word starts with a vowel sound, e.g. ‘an article’, ‘an hour’.
Context: ...' Here the from address must be a address that your SMTP service permits ...

(EN_A_VS_AN)


[uncategorized] ~76-~76: Possible missing comma found.
Context: ... SMTP service permits you to send from. Oftentimes it is the same as your user_name in the...

(AI_HYDRA_LEO_MISSING_COMMA)

config/environments/production.rb.template (1)

112-113: LGTM!

Moving the default "from" email address configuration to the smtp_config.yml file is a good improvement. It enhances the flexibility and maintainability of the email configuration.

docs/installation/mailing.md Outdated Show resolved Hide resolved
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Actionable comments posted: 0

Outside diff range and nitpick comments (2)
docs/installation/mailing.md (2)

7-9: Addressed the past review comment, but consider adding a screenshot.

The changes address the suggestion from the past review comment by adding a heading for v3.0.0 to clarify that users should use the UI configuration for newer versions. However, a screenshot of the configuration page is not included.

Consider adding a screenshot of the Manage Autolab > Configure Autolab > SMTP Config page to provide visual guidance to users.


Line range hint 47-79: Clear instructions for manual installation, but fix the grammatical error.

The updated instructions for setting up mailing for Autolab manual installation are clear and easy to follow. The step-by-step guide, including updating the host domain in the .env file and custom SMTP server settings in the production.rb file, is comprehensive. The inclusion of references to SMTP settings instructions from popular services like SendGrid and Amazon SES is helpful. The mention of the requirement for the "from" address to be permitted by the SMTP service is an important detail.

However, there is a grammatical error in the sentence "Here the from address must be a address that your SMTP service permits you to send from." Please apply the following change:

-Here the from address **must** be a address that your SMTP service permits you to send from.
+Here the from address **must** be an address that your SMTP service permits you to send from.
Tools
LanguageTool

[misspelling] ~77-~77: Use “an” instead of ‘a’ if the following word starts with a vowel sound, e.g. ‘an article’, ‘an hour’.
Context: ...' Here the from address must be a address that your SMTP service permits ...

(EN_A_VS_AN)


[uncategorized] ~77-~77: Possible missing comma found.
Context: ... SMTP service permits you to send from. Oftentimes it is the same as your user_name in the...

(AI_HYDRA_LEO_MISSING_COMMA)

Review details

Configuration used: CodeRabbit UI
Review profile: CHILL

Commits

Files that changed from the base of the PR and between 8101454 and 1953859.

Files selected for processing (1)
  • docs/installation/mailing.md (4 hunks)
Additional context used
LanguageTool
docs/installation/mailing.md

[grammar] ~10-~10: Modal verbs like ‘can’ or ‘will’ require the following verb to be in its base form.
Context: ...`. ## I don't have a domain name, will mailing work? Mailing has been tested to work w...

(MD_BASEFORM)


[misspelling] ~77-~77: Use “an” instead of ‘a’ if the following word starts with a vowel sound, e.g. ‘an article’, ‘an hour’.
Context: ...' Here the from address must be a address that your SMTP service permits ...

(EN_A_VS_AN)


[uncategorized] ~77-~77: Possible missing comma found.
Context: ... SMTP service permits you to send from. Oftentimes it is the same as your user_name in the...

(AI_HYDRA_LEO_MISSING_COMMA)

Additional comments not posted (4)
docs/installation/mailing.md (4)

5-5: Duplicate comment.

The past review comment addressing the grammatical error in the introductory sentence is still valid and has been addressed in the current changes.


10-12: Helpful information for users without a domain name.

The addition of this section provides helpful information for users who don't have a domain name. The mention of mailing working with SendGrid without a domain name, albeit with the risk of emails being flagged as spam, is useful. The recommendation to use a testing mailbox service like MailTrap for testing purposes is a good addition.

Tools
LanguageTool

[grammar] ~10-~10: Modal verbs like ‘can’ or ‘will’ require the following verb to be in its base form.
Context: ...`. ## I don't have a domain name, will mailing work? Mailing has been tested to work w...

(MD_BASEFORM)


13-15: Clear guidance for users running outdated versions.

The addition of this section provides clear guidance for users running outdated versions of Autolab (less than v3.0.0) to refer to the documentation below for SMTP configuration. This helps maintain the relevance of the existing documentation for older versions.


Line range hint 16-46: Clear and comprehensive instructions for Docker installation.

The updated instructions for setting up mailing for Autolab Docker installation are clear and comprehensive. The step-by-step guide, including updating the host domain, custom SMTP settings, and the "from" setting in the .env file, is easy to follow. The inclusion of references to SMTP settings instructions from popular services like SendGrid and Amazon SES is helpful. The mention of the requirement for the "from" address to be permitted by the SMTP service is an important detail.

Tools
LanguageTool

[misspelling] ~3-~3: Use “an” instead of ‘a’ if the following word starts with a vowel sound, e.g. ‘an article’, ‘an hour’.
Context: ...ded approach is to setup Autolab to use a SMTP server, such as [mailgun](https://...

(EN_A_VS_AN)


[grammar] ~10-~10: Modal verbs like ‘can’ or ‘will’ require the following verb to be in its base form.
Context: ...`. ## I don't have a domain name, will mailing work? Mailing has been tested to work w...

(MD_BASEFORM)

@KesterTan KesterTan added this pull request to the merge queue Sep 15, 2024
Merged via the queue into master with commit db39416 Sep 15, 2024
5 checks passed
@KesterTan KesterTan deleted the smtp_config branch September 15, 2024 16:58
@coderabbitai coderabbitai bot mentioned this pull request Sep 20, 2024
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Update SMTP Config documentation and remove old config from env template
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