feat: externalize storage config via environment variables (v1.5.0) (#14)

* feat: externalize storage config via environment variables (v1.5.0)

- Add storage_configured?, storage_service, storage_settings to ExternalConfig
- Show read-only banner and disable form when S3/GCS/Azure env vars are set
- Keep storage link visible in settings nav when externally configured
- Add 8 RSpec tests for storage config detection and settings

* fix: add server-side guard to reject storage form POST when env-configured

Addresses Devin Review feedback: the disabled fieldset was client-side only.
Now StorageSettingsController#create redirects with an alert when
ExternalConfig.storage_configured? is true.

* fix: use i18n key for storage read-only banner instead of hardcoded string

* fix: use conditional fieldset tags to avoid BetterHtml interpolation error

---------

Co-authored-by: Bob Develop <developbob50@gmail.com>

app/controllers/storage_settings_controller.rb

@@ -8,6 +8,11 @@ class StorageSettingsController < ApplicationController
   def index; end
 
   def create
+    if ExternalConfig.storage_configured?
+      return redirect_to settings_storage_index_path,
+                         alert: I18n.t('storage_is_configured_via_environment_variables')
+    end
+
     if @encrypted_config.update(storage_configs)
       LoadActiveStorageConfigs.reload
 

app/views/shared/_settings_nav.html.erb

@@ -18,7 +18,7 @@
             <%= link_to t('email'), settings_email_index_path, class: 'text-base hover:bg-base-300' %>
           </li>
         <% end %>
-        <% if can?(:read, EncryptedConfig.new(key: EncryptedConfig::FILES_STORAGE_KEY, account: current_account)) && true_user == current_user && ENV['S3_ATTACHMENTS_BUCKET'].blank? && ENV['GCS_BUCKET'].blank? && ENV['AZURE_CONTAINER'].blank? %>
+        <% if can?(:read, EncryptedConfig.new(key: EncryptedConfig::FILES_STORAGE_KEY, account: current_account)) && true_user == current_user %>
           <li>
             <%= link_to t('storage'), settings_storage_index_path, class: 'text-base hover:bg-base-300' %>
           </li>

app/views/storage_settings/index.html.erb

@@ -4,9 +4,24 @@
     <h1 class="text-4xl font-bold mb-4">
       <%= t('storage') %>
     </h1>
-    <% value = @encrypted_config.value || { 'service' => 'disk' } %>
-    <% configs = value['configs'] || {} %>
+    <% external_storage = ExternalConfig.storage_configured? %>
+    <% if external_storage %>
+      <div class="alert alert-info mb-4" role="status">
+        <%= t('storage_is_configured_via_environment_variables') %>
+      </div>
+      <% ext = ExternalConfig.storage_settings %>
+      <% value = ext %>
+      <% configs = ext['configs'] || {} %>
+    <% else %>
+      <% value = @encrypted_config.value || { 'service' => 'disk' } %>
+      <% configs = value['configs'] || {} %>
+    <% end %>
     <%= form_for @encrypted_config, url: settings_storage_index_path, method: :post, html: { autocomplete: 'off', class: 'w-full' } do |f| %>
+      <% if external_storage %>
+      <fieldset disabled>
+      <% else %>
+      <fieldset>
+      <% end %>
       <% options = [%w[Disk disk], %w[AWS aws_s3], %w[GCP google], %w[Azure azure]] %>
       <toggle-visible data-element-ids="<%= options.map(&:last).to_json %>" class="block relative">
         <ul class="items-center w-full text-sm font-medium text-gray-900 space-y-2 sm:space-y-0 sm:flex sm:space-x-2">
@@ -33,6 +48,7 @@
       <div class="form-control">
         <%= f.button button_title(title: t('save'), disabled_with: t('saving')), class: 'base-button' %>
       </div>
+      </fieldset>
     <% end %>
   </div>
   <div class="w-0 md:w-52"></div>

config/locales/i18n.yml

@@ -4,6 +4,7 @@ en: &en
   show_api_link: Show API Link
   show_test_mode: Show Test Mode
   locked_by_env: Locked by environment variable
+  storage_is_configured_via_environment_variables: Storage is configured via environment variables. These settings are read-only.
   visibility: Visibility
   visibility_private: "Private (only you)"
   visibility_public: "Public (all account users)"

lib/external_config.rb

@@ -1,7 +1,7 @@
 # frozen_string_literal: true
 
 # External configuration loaded from environment variables.
-# Currently exposes SMTP settings; additional external config concerns can be
+# Exposes SMTP and storage settings; additional external config concerns can be
 # added here as needed.
 module ExternalConfig
   CONFIG_DIR = ENV.fetch('DOCUSEAL_CONFIG_DIR', '/etc/docuseal')
@@ -15,6 +15,14 @@ module ExternalConfig
     from: 'DOCUSEAL_CONFIG_SMTP_FROM'
   }.freeze
 
+  STORAGE_ENV_KEYS = {
+    bucket: 'S3_ATTACHMENTS_BUCKET',
+    access_key_id: 'AWS_ACCESS_KEY_ID',
+    secret_access_key: 'AWS_SECRET_ACCESS_KEY',
+    region: 'AWS_REGION',
+    endpoint: 'S3_ENDPOINT'
+  }.freeze
+
   module_function
 
   # SMTP is considered configured as soon as an address is provided via ENV.
@@ -41,4 +49,59 @@ module ExternalConfig
       read_timeout: ENV.fetch('SMTP_READ_TIMEOUT', '25').to_i
     }.compact_blank
   end
+
+  # Storage is considered configured when S3_ATTACHMENTS_BUCKET, GCS_BUCKET, or
+  # AZURE_CONTAINER is provided via ENV.
+  def storage_configured?
+    ENV.fetch('S3_ATTACHMENTS_BUCKET', nil).present? ||
+      ENV.fetch('GCS_BUCKET', nil).present? ||
+      ENV.fetch('AZURE_CONTAINER', nil).present?
+  end
+
+  # Returns the externally-configured storage service name.
+  def storage_service
+    if ENV.fetch('S3_ATTACHMENTS_BUCKET', nil).present?
+      'aws_s3'
+    elsif ENV.fetch('GCS_BUCKET', nil).present?
+      'google'
+    elsif ENV.fetch('AZURE_CONTAINER', nil).present?
+      'azure'
+    end
+  end
+
+  # Returns a display-friendly hash of the current storage configuration
+  # sourced from ENV vars.
+  def storage_settings
+    return {} unless storage_configured?
+
+    service = storage_service
+    configs = storage_configs_for(service)
+
+    return {} if configs.nil?
+
+    { 'service' => service, 'configs' => configs.compact_blank }
+  end
+
+  def storage_configs_for(service)
+    case service
+    when 'aws_s3'
+      {
+        'access_key_id' => ENV.fetch(STORAGE_ENV_KEYS[:access_key_id], nil),
+        'secret_access_key' => ENV.fetch(STORAGE_ENV_KEYS[:secret_access_key], nil),
+        'region' => ENV.fetch(STORAGE_ENV_KEYS[:region], 'us-east-1'),
+        'bucket' => ENV.fetch(STORAGE_ENV_KEYS[:bucket], nil),
+        'endpoint' => ENV.fetch(STORAGE_ENV_KEYS[:endpoint], nil)
+      }
+    when 'google'
+      {
+        'bucket' => ENV.fetch('GCS_BUCKET', nil),
+        'project' => ENV.fetch('GCS_PROJECT', nil)
+      }
+    when 'azure'
+      {
+        'storage_account_name' => ENV.fetch('AZURE_STORAGE_ACCOUNT_NAME', nil),
+        'container' => ENV.fetch('AZURE_CONTAINER', nil)
+      }
+    end
+  end
 end

spec/lib/external_config_spec.rb

@@ -46,4 +46,75 @@ RSpec.describe ExternalConfig do
       end
     end
   end
+
+  describe '.storage_configured?' do
+    it 'returns true when S3_ATTACHMENTS_BUCKET is set' do
+      with_env('S3_ATTACHMENTS_BUCKET' => 'my-bucket') do
+        expect(described_class.storage_configured?).to be(true)
+      end
+    end
+
+    it 'returns true when GCS_BUCKET is set' do
+      with_env('S3_ATTACHMENTS_BUCKET' => nil, 'GCS_BUCKET' => 'my-gcs-bucket') do
+        expect(described_class.storage_configured?).to be(true)
+      end
+    end
+
+    it 'returns true when AZURE_CONTAINER is set' do
+      with_env('S3_ATTACHMENTS_BUCKET' => nil, 'GCS_BUCKET' => nil, 'AZURE_CONTAINER' => 'my-container') do
+        expect(described_class.storage_configured?).to be(true)
+      end
+    end
+
+    it 'returns false when no storage env var is set' do
+      with_env('S3_ATTACHMENTS_BUCKET' => nil, 'GCS_BUCKET' => nil, 'AZURE_CONTAINER' => nil) do
+        expect(described_class.storage_configured?).to be(false)
+      end
+    end
+  end
+
+  describe '.storage_service' do
+    it 'returns aws_s3 when S3_ATTACHMENTS_BUCKET is set' do
+      with_env('S3_ATTACHMENTS_BUCKET' => 'my-bucket') do
+        expect(described_class.storage_service).to eq('aws_s3')
+      end
+    end
+
+    it 'returns google when GCS_BUCKET is set' do
+      with_env('S3_ATTACHMENTS_BUCKET' => nil, 'GCS_BUCKET' => 'my-gcs-bucket') do
+        expect(described_class.storage_service).to eq('google')
+      end
+    end
+
+    it 'returns azure when AZURE_CONTAINER is set' do
+      with_env('S3_ATTACHMENTS_BUCKET' => nil, 'GCS_BUCKET' => nil, 'AZURE_CONTAINER' => 'my-container') do
+        expect(described_class.storage_service).to eq('azure')
+      end
+    end
+  end
+
+  describe '.storage_settings' do
+    it 'returns empty hash when not configured' do
+      with_env('S3_ATTACHMENTS_BUCKET' => nil, 'GCS_BUCKET' => nil, 'AZURE_CONTAINER' => nil) do
+        expect(described_class.storage_settings).to eq({})
+      end
+    end
+
+    it 'returns AWS S3 config hash from env vars' do
+      envs = {
+        'S3_ATTACHMENTS_BUCKET' => 'my-bucket',
+        'AWS_ACCESS_KEY_ID' => 'AKIAEXAMPLE',
+        'AWS_SECRET_ACCESS_KEY' => 'secret123',
+        'AWS_REGION' => 'ca-central-1',
+        'S3_ENDPOINT' => nil
+      }
+      with_env(envs) do
+        settings = described_class.storage_settings
+        expect(settings['service']).to eq('aws_s3')
+        expect(settings['configs']['bucket']).to eq('my-bucket')
+        expect(settings['configs']['access_key_id']).to eq('AKIAEXAMPLE')
+        expect(settings['configs']['region']).to eq('ca-central-1')
+      end
+    end
+  end
 end