Circle CI Starter for Projects

This Composer package provides the starts for what you need to test and deploy a hosted site on something like Acquia.

TOC

• Upgrading
• Dependencies
• Installation
• Configure Environment
  • Shared
    • Deploy Bot Setup
      • Create a GitHub Account for the Deploy Bot
    • Configure an SSH Key
    • Get a Github Token
    • Configure Environment Variables
  • Pantheon
    • Create a Pantheon Account for your Deploy Bot
    • Set up SSH Key
    • Get a Terminus Token (or Machine Token)
    • Configure More CircleCi Environment Variables
  • Acquia
    • Create an Acquia Account for your Deploy Bot
    • Set up SSH Key
    • Configure More CircleCi Environment Variables
• Configure CircleCI config.yml
  • Pipeline Parameter Defaults
    • php-version
    • tz
    • host-variant
      • pantheon
      • acquia
      • general
    • docroot
    • artifact_workspace
  • Other Configuration
    • persisting_dirs
• Configurable Environment Variables
  • Shared
  • Pantheon Specific
  • Acquia Specific
• Helper Environment Variables
• Configure Composer.json
• Configure Scripts
  • Pantheon Specific Scripts
• Automatic security Updates
  • Steps to set the keys
  • Steps to set IA key

Upgrading

If you are using the standard scripts that ship with this package, upgrading should be easier. With each version upgrade, you should check your .circleci/config.yml file for changes against the config.yml file here.

The easiest way to do this is to use a standardized diff tool and diff .circleci/config.yml with config.yml. An example may look like:

diff -u --color .circleci/config.yml ./vendor/fourkitchens/pots/config.yml

Validate the changes and move over the ones you want to keep.

Dependencies

This package expects your project to have the following support scaffolding to run out of the box:

• the composer scripts lint and code-sniff. Example:

   "scripts": {
      "lint": [
         "./node_modules/.bin/eslint ./",
         "find web/modules/custom web/themes/custom \\( -iname  '*.php' -o -iname '*.inc' -o -iname '*.module' -o -iname '*.install'-o -iname '*.theme' \\) '!' -path '*/node_modules/*' -print0 | xargs -0 -n1 -P8 php -l"
      ],
      "code-sniff": [
         "./vendor/bin/phpcs"
      ]
   }
  

• package.json with a build-theme script. Example:

     "scripts": {
        "theme-build": "cd ./docroot/themes/custom/sdsu && npm run build"
     }
  

• package.lock or shrinkwrap.
• preferably a .nvmrc
• .gitignore files with cut lines in them to distinguish source from artifact. Here's an example .gitignore.

Set up of the Circle tasks assumes you are doing this with a bot user. Please ensure that the bot user you are using has account on both the GitHub organization where your site lives and the hosting provider. You will need:

• the ability to log in as the bot user in GitHub and on the hosting provider
• an SSH Key (private and public)
• an api or machine token for the hosting tooling such as terminus or acli

Installation

1. Install the package and copy over the template config.yml

   composer require fourkitchens/pots
   mkdir .circleci
   cp vendor/fourkitchens/pots/config.yml .circleci/config.yml
   

2. Make sure your composer.json and package.json meet the requirements of the default scripts.

3. Push the changes to a public GitHub branch.

4. Log in to https://app.circleci.com/

5. Navigate to the organization that your site's code lives under by clicking the icon in the top left corner where your name is and selecting the correct one.

6. Navigate to Projects

7. Find the Repo name for your site

8. Click the "Set Up Project" button next to it

9. Choose Fastest

10. Type in the branch you pushed your changes up to where the "git branch" icon is in the dialog.

11. Verify the wrench icon turns Green and lets you know it found a config.json

12. Click "Set Up Project"

The first pass will always fail. Move on to configuration.

Configure Environment

There are some configuration steps that are shared between hosting environments. Make sure to check out the settings specific to the environment you are pushing to.

Shared

Deploy Bot Setup

A Deploy Bot user will be needed. This tooling assumes Bender (the Four Kitchens deploy bot) as the default, but does not provide any credentials you need to set the tooling up. Ask a Web Chef about Bender, have the organization you are working with create a new bot, or create the new bot for them using the steps below. You will need to log in as this bot to do some of the configuration.

Create a GitHub Account for the Deploy Bot

1. Open a new browser instance or log out of your current GitHub instance.
2. Go to https://github.com/join.
3. Type a username, your email address, and a password. NOTE: Make sure the email address you enter goes to a real email account. If you use gmail, it is possible to have multiple "addresses" go to the same account using the + in your email. See how to create task-specific email addresses
4. Choose Sign up for GitHub, and then follow the instructions.
5. Securely provide the credentials to the client.
6. In a new browser instance, as an administrator of the organization that owns the site, invite the bot user to the organization.

Configure an SSH Key

An SSH key is needed to be able to push commits from circleci to the hosting provider's git repository. In some instances, the same ssh key is also needed to be able to ssh into the hosting platform itself. Ask the client to generate an ssh key pair or generate and securely provide the ssh key pair to the client.

1. Log in to https://app.circleci.com/
2. Navigate to the organization that your site's code lives under by clicking the icon in the top left corner where your name is and selecting the correct one.
3. Navigate to Projects
4. Find the Repo name for your site and click it.
5. Validate you see failed workflows.
6. Click on "Project Settings"
7. Click on "SSH Keys"
8. Navigate to "Additional SSH Keys"
9. Click "Add SSH Key"
10. Copy the contents of the private SSH Key you were provided (or generated) for the bot user into the Private Key field in the dialog that appears.
11. Verify that you have no extraneous spaces or newlines.
12. Click "Add SSH Key" to close the dialog and accept the changes.
13. Note the fingerprint for future use. Note: you can check to make sure the file was copied correctly by validating that the fingerprint in circleci is the same as what is displayed by the command ssh-keygen -l -E md5 -f id_rsa where idrsa is the filename of your key.

Get a Github Token

You must have a GitHub token so the Deploy Bot can post comments back to commits or pull requests. This allows it to provide links and information about the environments it created.

If you skipped here, make sure you follow steps 1-6 of "Configure an SSH Key" to get to Circle's Project Settings"

1. In a new browser instance, log in to GitHub as the Deploy Bot.
2. Follow the instructions for creating a personal access token
3. Choose the complete repo access option.
4. Save the access token securely, so you will have access to it. It will only be displayed once.

Configure Environment Variables

Here you will configure the common environment variables. Hosting specific variables and steps will be provided farther down. The variables to configure are as follows.

• GITHUB_TOKEN A GitHub access token so the bot user can comment back on the commit.
• GIT_EMAIL An arbitrary email that will be used as the committer when building the artifact.
• CANONICAL_ENV The environment to get canonical database and files from.

If you skipped here, make sure you follow steps 1-6 of "Configure an SSH Key" to get to Circle's Project Settings"

1. Switch back to your browser instance where you are logged into CircleCI -> Project Settings
2. Click "Environment Variables" on the left hand side.
3. Click "Add Environment Variable"
4. Type "GITHUB_TOKEN" in the name
5. Copy the token value into "Value"
6. Click "Add Environment Variable" to accept the changes.
7. Click "Add Environment Variable"
8. Type "GIT_EMAIL" in the name
9. Type the email address associated with the Deploy Bot into "Value"
10. Click "Add Environment Variable" to accept the changes.

Pantheon

• SITE_NAME: The Pantheon site id used to run terminus commands.
• TERMINUS_TOKEN: The Pantheon Machine Token used to operate terminus.

Create a Pantheon Account for your Deploy Bot

For Pantheon hosted sites, we need an account for our Deploy Bot so that our deployments are linked to any one pantheon user.

1. Log in as an administrator of your Pantheon Organization.
2. Click your user's name in the top right corner of the dashboard
3. Navigate down to the organization name you want to create a user for.
4. Click the "People" tab.
5. Click the "Add User" button.
6. Select "Team Member" for Role.
7. Add the same email address you created the GitHub account for previously.
8. Click "Add User".
9. In a new browser instance, check the email that's associated with that user.
10. Accept the invitation.

Set up SSH Key

Your bot will need an ssh key configured to be able to push commits to Pantheon. Use the public key of the pair generated in the "Configure an SSH Key" section.

Log out of your Pantheon account or use a separate browser instance to follow the instructions from Pantheon to Add Your SSH Key to Pantheon.

Get a Terminus Token (or Machine Token)

1. In the same browser instance as above, follow the instructions from Pantheon to Create a Machine Token
2. Save the machine token securely, so you will have access to it. It will only be displayed once.

Configure More CircleCi Environment Variables

1. Navigate back to your CircleCI -> Project Settings -> Environment Variables browser instance.
2. Click "Add Environment Variable"
3. Type "SITE_NAME" in the name
4. Type the site id (or TERMINUS SITE ID) of your Pantheon site into "Value". Note: you can find the site id by looking at the site's dashboard in Pantheon. If you click the "Visit Site" button on any environment the url is in the format of https://{{TERMINUS ENV}}-{{TERMINUS SITE}}.pantheonsite.io/
5. Click "Add Environment Variable" to accept the changes.
6. Click "Add Environment Variable".
7. Type "TERMINUS_TOKEN" in the name.
8. Copy the machine token value you saved earlier into "Value".
9. Click "Add Environment Variable" to accept the changes.

Acquia

• SITE_NAME: The acquia site id used to run Acquia Cloud API commands.
• ACQUIA_REALM: The Cloud API Realm. Usually "prod" or "devcloud".
• ACQUIA_REPO: The Acquia git repo.

Create an Acquia Account for your Deploy Bot

TODO: FILL OUT THIS BIT

Set up SSH Key

Your bot will need an ssh key configured to be able to push commits to Acquia. Use the public key of the pair generated in the "Configure an SSH Key" section.

Log out of your Acquia account or use a separate browser instance to follow the instructions from Acquia to Add a public key to an Acquia profile.

Configure More CircleCi Environment Variables

1. Navigate back to your CircleCI -> Project Settings -> Environment Variables browser instance.
2. Click "Add Environment Variable".
3. Type "ACQUIA_REPO" in the name.
4. Type the Acquia repo url into "Value". TODO: FLESH THIS OUT MORE WITH HELP ON HOW TO GET IT
5. Click "Add Environment Variable" to accept the changes.
6. Click "Add Environment Variable".
7. Type "ACQUIA_REALM" in the name.
8. Type the Acquia Realm id into "Value". TODO: FLESH THIS OUT MORE WITH HELP ON HOW TO GET IT
9. Click "Add Environment Variable" to accept the changes.
10. Click "Add Environment Variable".
11. Type "SITE_NAME" in the name.
12. Copy the Acquia site id into "Value". TODO: FLESH THIS OUT MORE WITH HELP ON HOW TO GET IT
13. Click "Add Environment Variable" to accept the changes.
14. Click "Add Environment Variable".
15. Type "ZD_REQUESTER_ID" in the name.
16. Type Client requester id into "Value". The user ID can be obtained from the user's url. e.g. https://advomatic.zendesk.com/agent/users/378771022972/requested_tickets
17. Click "Add Environment Variable" to accept the changes.
18. Click "Add Environment Variable".
19. Type "ZD_TOKEN" in the name.
20. Type Zendesk token value id into "Value". This token is stored into 1password.
21. Click "Add Environment Variable" to accept the changes.
22. Click "Add Environment Variable".
23. Type "ZD_LEAD_EMAIL" in the name.
24. Type Project lead email value id into "Value". The projects lead email.
25. Click "Add Environment Variable" to accept the changes.

Configure CircleCI config.yml

There are many options you have, some shared, and some hosting specific.

Pipeline Parameter Defaults

Currently, you can configure your entire script by setting up some pipeline parameter defaults. These can be changed via API calls (advanced usage), but the defaults will be used when you are making pull requests or commits directly to the repository that houses your .circleci/config.yml.

In each one, change the value after the default: key. For example, to change the docroot across the whole project, change:

  docroot:
    description: "Where composer installs drupal."
    default: "web"
    type: string

to

  docroot:
    description: "Where composer installs drupal."
    default: "docroot" #NOTE I CHANGED THIS
    type: string

The following parameters exist:

php-version

This is a string that represents the version number for PHP version to use across the entire build.

If you are using Pantheon as a host-variant, this can only be a major.minor version number such as "8.1" because Pantheon Docker containers only allow the two digit version.

On other hosting platforms, you can use a three digit version number (major.minor.patch), such as "8.1.4" if required, however 2 digits are allowed.

tz

This is a string that represents the timezone. This may be important so that jobs that do time calculations, print time stamps, or make commits are accurate. See a full list of timezone values to find an appropriate one for you to use.

host-variant

This affects how the whole build behaves and what configurations are available to you. The current options are "pantheon", "acquia", and "general". All our workflows will provide you with "Artifact Build", committed the appropriate repository. This allows you to use Git history to follow a build back to the source commit we use in development.

pantheon

Pantheon provides you a workflow that builds multidev environments, options around development branches, and a workflow to deploy code via approval through the CircleCI user interface. The deploy process provided by this setting creates an Artifact Build using Pantheon's Terminus with the aid of the Build Tools plugin. These changes are committed only to the Pantheon git repository and not to your "Source Repository", the one you create coding changes in.

acquia

Acquia provides you a very minimal workflow, however, it does provide acquia cli as part of the build. This allows you to use supporting deploy methods like our cloud hooks to streamline the deployment process. For multidev capabilities, it is recommended to use tugboat. The deploy process provided by these settings creates an Artifact Build using some standard git commands. These changes are committed only to the Acquia git repository and not to your "Source Repository", the one you create coding changes in.

general

General provides you with the barest of deployments, committing an artifact build back to your source repository under a new branch that follows the naming convention deploy-{BRANCHNAME}. Example, if your branch is named test, you will have an artifact build committed to the deploy-test branch.

docroot

This setting should be set to the folder where your Drupal installation resides. This should mirror the setting in extra.drupal-scaffold.locations.web-root. This is typically either web for Pantheon and docroot for Acquia, but can be any number of things like public_html for generic hosts.

artifact_workspace

This setting moves where the built artifact should be. This is particularly helpful when you want to pick and choose items from the build versus just sending the whole artifact to your host. The ~/project directory is always committed to an "Artifact Build". Therefore, by changing this directory to something like /tmp/project, you can use rsync to move parts built by the previous build script into ~/project. By default, this value of this setting is ~/project, so that everything that was built during the "build" job is then pushed to the host.

Other Configuration

There are other configuration that cannot be affected by API calls and requires you to modify your config.yml directly if you wish to change them temporally or permanently.

persisting_dirs

There are the directories that you want to be copied in full from the build portion of the workflow to the deploy portion of the workflow. You will sometimes want to include other root directories that aren't included like node_modules, simplesaml, or private. We exclude most top level directories because they are unneeded on the hosting system itself.

Configurable Environment Variables

Environment variables can be configured using the CircleCI Environment Variables interface, or you can set them directly in .circleci/config.yml. Changing them in the interface makes upgrading your .circleci/config.yml less problematic, however, it hides some of the toggles you may be using. Per best practices, make sure any secret is configured in the CircleCI UI. We also include all mandatory environment variables in this way as well.

Shared

• GITHUB_TOKEN: Mandatory A GitHub access token so the bot user can comment back on the commit or PR, and remove unneeded multidevs.

• SITE_NAME: The Pantheon or Acquia site id used to run terminus/acli commands. Defaults to the GitHub repo name.

• GIT_EMAIL: An arbitrary email that will be used as the committer when building the artifact. Defaults to bender@fourkitchens.com

• CANONICAL_ENV: Environment to get canonical database and files from Possible Values:

  • Acquia: dev, test, prod
  • Pantheon: dev, test, live

  Default: "prod" on Acquia. "live" on Pantheon

• SANITIZE_SCRIPT: Script used to sanitize databases. Only used when CANONICAL_ENV is not dev. There is no default.

• SYNC_CONFIG: The ability to turn configuration sync on or off. By default, Yes if Any directory in the ./config directory (inclusive) contains system.site.yml. Ex: YES if ./config/system.site.yml or ./config/default/system.site.yml or ./config/sync/system.site.yml exists. Possible values are YES, or NO.

Pantheon Specific

• TERMINUS_TOKEN: Mandatory The Pantheon machine token.
• CI_BUILD: Build CI multidevs on every commit on Pantheon. This way you get the ci-* environments. This may be useful for visual regression testing or workflows without PRs. Defaults to NO. Possible values are YES and NO.
• MAIN_BRANCH: Define the main branch releases are cut from. Defaults to main if the branch exists, master otherwise.
• DEVELOPMENT_BRANCH: Define the development branch where active development happens on GitHub. This branch is used most in gitflow development patterns. Defaults to develop.
• REBUILD_MULTIDEV_ENV_EVERY_PUSH: Re-sync content for multidevs every time a push is made to Pantheon. Defaults to NO. Possible values are YES and NO.
• REBUILD_DEVELOPMENT_ENV_EVERY_PUSH: Re-sync content for the GitHub development multidev on Pantheon every time a push is made to DEVELOPMENT_BRANCH branch. Defaults to NO. Possible values are YES and NO.
• DEVELOPMENT_ENV: Define the name of the multidev used for the GitHub development branch. Must follow the multidev naming conventions for Pantheon. Defaults to github-dev.

Acquia Specific

• ACQUIA_REPO: Mandatory The address of the Acquia git repo. Example: sitename@svn-21939.prod.hosting.acquia.com:sitename.git.
• ACQUIA_REALM: Mandatory The Acquia Cloud API Realm. Usually "prod" or "devcloud". See documentation. Defaults to prod.

Helper Environment Variables

These environment variables are unconfigurable. They are set to help you with developing scripts on your own. Some contain the values of the pipeline parameters previously mentioned.

• HOST_VARIANT: Contains the value provided by the host-variant pipeline parameter.
• DATE_TIMEZONE: Contains the value provided by the tz pipeline parameter.
• DOCROOT: Contains the value provided by the docroot pipeline parameter.
• TERM: "xterm"

Configure Composer.json

There are 2 scripts that the default scripts require you to build so that it's reusable across the project. You must be able to run the following commands in your project.

composer run lint
composer run code-sniff

See the Dependencies section for examples.

Configure Scripts

Almost all actions provided by this framework are overloadable. By simply providing a script in the correct location in .circleci/scripts, you can make this tooling do what ever steps you want to. We provide a default set of actions in the scripts section of this repository which you can use to base your custom scripts off of.

The scripts available for overload are as follows:

• test/static: Provides static code testing such as linting and code standards validation. By default, this runs composer run lint; composer run code-sniff
• build/php: Provides functionality to build your application. By default, this is simply optimizing a production ready dependency install.
• build/theme: Provides functionality to build your custom themes. By default, this runs npm run theme-build and runs through $DOCROOT/themes/custom and performs a "cut" action on each .gitignore, so you can provide both a list of items that should be ignored while coding and a list that's ignored when building your artifact.
• deploy: All the actions needed to push the Artifact build to the remote hosting environment. On Pantheon, this includes creating and building the multidev. On Acquia and General hosting, this just gets the Artifact code to the repo it should live in.

Pantheon Specific Scripts

• drush-commands: Provides the basic deployment drush commands to run update hooks, clear the cache, and sync configuration.
• drush-config-import: Provides the commands for importing configuration. By default, this provides drupal 8+ ready commands like drush cim, but can be swapped out for something like drush fra if on drupal 7 or have a features based site configuration setup.
• post-drush-commands: Some sites require changes to external systems, such as solr, third party cache, or want to run drush deploy:hook to allow drush to run HOOK_deploy_NAME() as some post deploy cleanup code. See Drush docs.
• deploy-to-test: Provides the deployment logic to get changes to the staging environment. By default, this provides the "deploy" services, syncs live to test, and a standard deploy.
• deploy-to-live: Provides the deployment logic to get changes to the production environment. By default, this provides backup services, the "deploy" services as well as a standard deploy.

Automatic Security Updates.

POTS contains steps and scripts to automatically look for security updates and install them into the different contributed projects.

This was build making use of CircleCI PipeLine parameters to trigger the CI job that run that scripts that checks and gets the secutity updates.

To make it trigger recluntly we have a couple of options:

• Evercurrent (Recommended)
• CircleCi triggers interface

To make the Automatic security updates works for our project, we will require to follow the next steps:

• Create a new set of SSH keys to be able to push the changes back to github (github deploy key)
• Configure the Zendesk integration (Environment variables - already documented at the top)
• (Optional) Configure the the IA integration (Open IA)

Steps to set the keys

When continuous integration is configured on a project, CircleCI generates a set of SSH keys and automatically adds the private key to CircleCI and the public key to GitHub. This way CircleCI will have access to the repository in GitHub, but this access is just read-only. Originally for POTS this access is enough since it only needs reading the repository on GitHub and writing on the platform where the website is hosted (Acquia, Pantheon, Platform, etc).

With the arrival of AutoSec to POTS, this set of SSH keys is no longer enough, because AutoSec requires reading the repository, executing the security updates, and sending the changes to GitHub, therefore starting with AutoSec it is necessary to have read/write keys. CircleCI cannot generate keys with write access, therefore it is necessary to externally create a set of SSH keys and manually add them to both CircleCI and GitHub.

1. The keys must be generated, either with a command in the console through this guide or they can also be generated through 1password.
2. Add the private key to CircleCI: Project Settings -> SSH keys -> Additional SSH Keys.
3. Add the public key to GitHub: Project Settings -> Deploy Keys.

Steps to set IA key

AutoSec has been developed to use IA and obtain some functional tests of the packages it updates automatically. These steps are added to the PR documentation, thus providing important information to the developer performing the tests.

The AI implementation was carried out through the ChatGPT API, therefore, a key is required to be generated and added to CircleCI. It is important to say that the use of this key has a cost for each request, so the configuration of said key is totally optional, the system is made to check if a key exists, it asks ChatGPT for the steps and if it doesn't have the key configured, it doesn't do any request.

1. Generate a new API Key, navigate to OpenIA page and login, select the API console.
2. Navigate to "API Keys" in the left sidebar (hover on OpenIA logo).
3. Click the "Create new secret key" button and copy the hash code.
4. Add the API Key to CircleCI, navigate: Project Settings -> SSH keys -> Environment Variables.
5. Click the "Add Environment Variable" button.
6. The variable name must to be: OPENAI_API_KEY, and the value paste the hash code of the step 3.