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Andrew Shadura
auth: secure password reset implementation

This is a better implementation of password reset function, which
doesn't involve sending a new password to the user's email address
in clear text, and at the same time is stateless.

The old implementation generated a new password and sent it
in clear text to whatever email assigned to the user currently,
so that any user, possibly unauthenticated, could request a reset
for any username or email. Apart from potential insecurity, this
made it possible for anyone to disrupt users' workflow by repeatedly
resetting their passwords.

The idea behind this implementation is to generate
an authentication token which is dependent on the user state
at the time before the password change takes place, so the token
is one-time and can't be reused, and also to bind the token to
the browser session.

The token is calculated as SHA1 hash of the following:

* user's identifier (number, not a name)
* timestamp
* hashed user's password
* session identifier
* per-application secret

We use numeric user's identifier, as it's fixed and doesn't change,
so renaming users doesn't affect the mechanism. Timestamp is added
to make it possible to limit the token's validness (currently hard
coded to 24h), and we don't want users to be able to fake that field
easily. Hashed user's password is needed to prevent using the token
again once the password has been changed. Session identifier is
an additional security measure to ensure someone else stealing the
token can't use it. Finally, per-application secret is just another
way to make it harder for an attacker to guess all values in an
attempt to generate a valid token.

When the token is generated, an anonymous user is directed to a
confirmation page where the timestamp and the usernames are already
preloaded, so the user needs to specify the token. User can either
click the link in the email if it's really them reading it, or to type
the token manually.

Using the right token in the same session as it was requested directs
the user to a password change form, where the user is supposed to
specify a new password (twice, of course). Upon completing the form
(which is POSTed) the password change happens and a notification
mail is sent.

The test is updated to test the basic functionality with a bad and
a good token, but it doesn't (yet) cover all code paths.

The original work from Andrew has been thorougly reviewed and heavily
modified by Søren Løvborg.
.. _installation:

==========================
Installation on Unix/Linux
==========================

The following describes three different ways of installing Kallithea:

- :ref:`installation-source`: The simplest way to keep the installation
  up-to-date and track any local customizations is to run directly from
  source in a Kallithea repository clone, preferably inside a virtualenv
  virtual Python environment.

- :ref:`installation-virtualenv`: If you prefer to only use released versions
  of Kallithea, the recommended method is to install Kallithea in a virtual
  Python environment using `virtualenv`. The advantages of this method over
  direct installation is that Kallithea and its dependencies are completely
  contained inside the virtualenv (which also means you can have multiple
  installations side by side or remove it entirely by just removing the
  virtualenv directory) and does not require root privileges.

- :ref:`installation-without-virtualenv`: The alternative method of installing
  a Kallithea release is using standard pip. The package will be installed in
  the same location as all other Python packages you have ever installed. As a
  result, removing it is not as straightforward as with a virtualenv, as you'd
  have to remove its dependencies manually and make sure that they are not
  needed by other packages.

.. _installation-source:


Installation from repository source
-----------------------------------

To install Kallithea in a virtualenv_ using the stable branch of the development
repository, follow the instructions below::

        hg clone https://kallithea-scm.org/repos/kallithea -u stable
        cd kallithea
        virtualenv ../kallithea-venv
        source ../kallithea-venv/bin/activate
        python setup.py develop
        python setup.py compile_catalog   # for translation of the UI

You can now proceed to :ref:`setup`.

To upgrade, simply update the repository with ``hg pull -u`` and restart the
server.

.. _installation-virtualenv:


Installing a released version in a virtualenv
---------------------------------------------

It is highly recommended to use a separate virtualenv_ for installing Kallithea.
This way, all libraries required by Kallithea will be installed separately from your
main Python installation and other applications and things will be less
problematic when upgrading the system or Kallithea.
An additional benefit of virtualenv_ is that it doesn't require root privileges.

- Assuming you have installed virtualenv_, create a new virtual environment
  for example, in `/srv/kallithea/venv`, using the virtualenv command::

    virtualenv /srv/kallithea/venv

- Activate the virtualenv_ in your current shell session by running::

    source /srv/kallithea/venv/bin/activate

.. note:: You can't use UNIX ``sudo`` to source the ``virtualenv`` script; it
   will "activate" a shell that terminates immediately. It is also perfectly
   acceptable (and desirable) to create a virtualenv as a normal user.

- Make a folder for Kallithea data files, and configuration somewhere on the
  filesystem. For example::

    mkdir /srv/kallithea

- Go into the created directory and run this command to install Kallithea::

    pip install kallithea

  Alternatively, download a .tar.gz from http://pypi.python.org/pypi/Kallithea,
  extract it and run::

    python setup.py install

- This will install Kallithea together with pylons_ and all other required
  python libraries into the activated virtualenv.

You can now proceed to :ref:`setup`.

.. _installation-without-virtualenv:


Installing a released version without virtualenv
------------------------------------------------

For installation without virtualenv, 'just' use::

    pip install kallithea

Note that this method requires root privileges and will install packages
globally without using the system's package manager.

To install as a regular user in ``~/.local``, you can use::

    pip install --user kallithea

You can now proceed to :ref:`setup`.


Upgrading Kallithea from Python Package Index (PyPI)
----------------------------------------------------

.. note::
   It is strongly recommended that you **always** perform a database and
   configuration backup before doing an upgrade.

   These directions will use '{version}' to note that this is the version of
   Kallithea that these files were used with.  If backing up your Kallithea
   instance from version 0.1 to 0.2, the ``my.ini`` file could be
   backed up to ``my.ini.0-1``.

If using a SQLite database, stop the Kallithea process/daemon/service, and
then make a copy of the database file::

 service kallithea stop
 cp kallithea.db kallithea.db.{version}

Back up your configuration file::

 cp my.ini my.ini.{version}

Ensure that you are using the Python virtual environment that you originally
installed Kallithea in by running::

 pip freeze

This will list all packages installed in the current environment.  If
Kallithea isn't listed, activate the correct virtual environment::

 source /srv/kallithea/venv/bin/activate

Once you have verified the environment you can upgrade Kallithea with::

 pip install --upgrade kallithea

Then run the following command from the installation directory::

 paster make-config Kallithea my.ini

This will display any changes made by the new version of Kallithea to your
current configuration. It will try to perform an automerge. It is recommended
that you recheck the content after the automerge.

.. note::
   Please always make sure your .ini files are up to date. Errors can
   often be caused by missing parameters added in new versions.

It is also recommended that you rebuild the whoosh index after upgrading since
the new whoosh version could introduce some incompatible index changes. Please
read the changelog to see if there were any changes to whoosh.

The final step is to upgrade the database. To do this simply run::

 paster upgrade-db my.ini

This will upgrade the schema and update some of the defaults in the database,
and will always recheck the settings of the application, if there are no new
options that need to be set.

.. note::
   The DB schema upgrade library has some limitations and can sometimes fail if you try to
   upgrade from older major releases. In such a case simply run upgrades sequentially, e.g.,
   upgrading from 0.1.X to 0.3.X should be done like this: 0.1.X. > 0.2.X > 0.3.X
   You can always specify what version of Kallithea you want to install for example in pip
   `pip install Kallithea==0.2`

You may find it helpful to clear out your log file so that new errors are
readily apparent::

 echo > kallithea.log

Once that is complete, you may now start your upgraded Kallithea Instance::

 service kallithea start

Or::

 paster serve /srv/kallithea/my.ini

.. note::
   If you're using Celery, make sure you restart all instances of it after
   upgrade.


.. _virtualenv: http://pypi.python.org/pypi/virtualenv
.. _pylons: http://www.pylonsproject.org/