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Identity-IdP (Upaya)

Build Status Code Climate Test Coverage security

A Identity Management System powering

Local development


Running the app with Docker

See the Docker documentation to get up and running

Setting up and running the app without Docker

  1. Make sure you have a working development environment with all the dependencies installed. On OS X, the easiest way to set up a development environment is by running our Laptop script. The script will install all of this project's dependencies.

If using rbenv, you may need to alias your specific installed ruby version to the more generic version found in the .ruby-version file. To do this, use rbenv-aliases:

git clone git:// "$(rbenv root)/plugins/rbenv-aliases" # install rbenv-aliases per its documentation

rbenv alias 2.6 2.6.5 # create the version alias
  1. Make sure Postgres and Redis are running.

For example, if you've installed the laptop script on OS X, you can start the services like this:

$ brew services start redis
$ brew services start postgresql
  1. Create the development and test databases:
$ psql -c "CREATE DATABASE upaya_development;"
$ psql -c "CREATE DATABASE upaya_test;"
  1. Run the following command to set up the environment:
$ make setup

This command copies sample configuration files, installs required gems and sets up the database.

  1. Run the app server with:
$ make run

Before making any commits, you'll also need to run overcommit --sign. This verifies that the commit hooks defined in our .overcommit.yml file are the ones we expect. Each change to the .overcommit.yml file, including the initial install performed in the setup script, will necessitate a new signature.

For more information, see overcommit

If you want to develop without an internet connection, you can set RAILS_OFFLINE=1 in your environment. This disables the mx record check on email addresses.

If you want to measure the app's performance in development, set the rack_mini_profiler option to 'on' in config/application.yml and restart the server. See the rack_mini_profiler gem for more details.

Testing Analytics

If you want to visualize and query the event and log data, you can install the latest versions of Elasticsearch, Logstash, and Kibana. On OS X, the easiest way is with Homebrew:

brew tap homebrew/services

brew install elasticsearch logstash kibana

brew services start elasticsearch
brew services start kibana

Start logstash by running this command from this repo's root directory:

logstash -f logstash.conf

When you trigger an event in the app (such as signing in), you should see some output in the logstash window.

To explore the data with Kibana, visit http://localhost:5601

Troubleshooting Kibana errors

Below are some common errors:

  • On the Kibana website: "Your Kibana index is out of date, reset it or use the X-Pack upgrade assistant."

  • In the logstash output:

    Failed to parse mapping [_default_]: [include_in_all] is not allowed for
    indices created on or after version 6.0.0 as [_all] is deprecated. As a
    replacement, you can use an [copy_to] on mapping fields to create your own
    catch all field.

Solution, assuming you don't use these services for other apps and are OK with deleting existing data:

  1. Stop all services:
  • Press ctrl-c to stop logstash if it's running
brew services stop elasticsearch
brew services stop kibana
  1. Uninstall everything:
brew uninstall --force elasticsearch
brew uninstall --force logstash
brew uninstall --force kibana
  1. Reinstall everything:
brew install elasticsearch logstash kibana
  1. Start the services:
brew services start elasticsearch
brew services start kibana
  1. Delete the old Kibana index:
curl -XDELETE http://localhost:9200/.kibana
  1. Delete the old logstash template:
  1. Start logstash in a new Terminal tab:
logstash -f logstash.conf
  1. Launch the IdP app and sign in to generate some events. You should see output in the logstash tab without any errors.

  2. Visit http://localhost:5601/ and click "Discover" on the left sidebar. If you get a warning that no default index pattern exists, copy the last pattern that appears in the list, which will have the format Paste it into the "Index pattern" field, then click the "Next step" button.

  3. On Step 2 of 2: Configure settings, select @timestamp from the Time Filter field name dropdown, then click "Create index pattern".

  4. Create some more events on the IdP app.

  5. Refresh the Kibana website. You should now see new events show up in the Discover section.

Viewing the app locally

Once it is up and running, the app will be accessible at http://localhost:3000/ by default.

To view email messages, Mailcatcher must be running. You can check if it's running by visiting http://localhost:1080/. To run Mailcatcher:

$ mailcatcher

If you would like to run the application on a different port:

  • Change the port number for mailer_domain_name and domain_name in config/application.yml
  • Run the app on your desired port like make run PORT=1234

If you would like to see the Spanish translations on a particular page, add ?locale=es to the end of the URL, such as http://localhost:3000/?locale=es. Currently, you'll need to add ?locale=es to each URL manually. We are working on a more robust and user-friendly way to switch between locales.

To see outbound SMS messages and phone calls, visit http://localhost:3000/test/telephony.

Running Tests

To run all the tests:

$ make test

To run a subset of tests excluding slow tests (such as accessibility specs):

$ make fast_test

Smoke Tests

The smoke tests are a series of RSpec tests designed to run against deployed environments. To run them against the local Rails server:

./bin/smoke_test --local

To run the smoke tests against a deployed server, make sure you set up a .env file with the right configuration values, see monitor_config.rb for the full list of environment variables used. The script below will source that file and add the variables to the environment.

MONITOR_ENV=INT ./bin/smoke_test --remote

Speeding up local development and testing

To automatically run the test that corresponds to the file you are editing, run bundle exec guard with the env var GUARD_RSPEC_CMD set to your preferred command for running rspec. For example, if you use Zeus, you would set the env var to zeus rspec:

GUARD_RSPEC_CMD="zeus rspec" bundle exec guard

If you don't specify the GUARD_RSPEC_CMD env var, it will default to bundle exec rspec.

We recommend setting up a shell alias for running this command, such as:

alias idpguard='GUARD_RSPEC_CMD="zeus rspec" bundle exec guard'


If you are on a mac, if you receive the following prompt the first time you run the test suite, enter sekret as the passphrase:

alt text

Documentation for the testing tools we use



JavaScript unit tests run using the mocha test runner. Check out the mocha documentation for more details.

Setting up Geolocation

The app uses MaxMind Geolite2 for geolocation. To test geolocation locally you will need to add a copy of the Geolite2-City database to the IdP.

The Geolite2-City database can be downloaded from MaxMind's site at

Download the GeoIP2 Binary and save it at geo_data/GeoLite2-City.mmdb. The app will start using that Geolite2 file for geolocation after restart.

User flows

We have an automated tool for generating user flows using real views generated from the application. These specs are excluded from our typical spec run because of the overhead of generating screenshots for each view.

The local instance of the application must be running in order to serve up the assets (eg. make run). Then, you can specify where the assets are hosted from and generate the views with:

$ RAILS_ASSET_HOST=localhost:3000 rake spec:user_flows

Then, visit http://localhost:3000/user_flows in your browser!


The user flows tool also has an export feature which allows you to export everything for the web. You may host these assets with someting like simplehttpserver or publish to Federalist. To publish user flows for Federalist, first make sure the application is running locally (eg. localhost:3000) and run:

$ RAILS_ASSET_HOST=localhost:3000 FEDERALIST_PATH=/site/user/repository rake spec:user_flows:web

This will output your site to public/site/user/repository for quick publishing to Federalist. To test compatibility, run simplehttpserver from the app's public folder and visit http://localhost:8000/<FEDERALIST PATH>/user_flows in your browser.

Proofing vendors

Some proofing vendor code is located in private Github repositories because of NDAs. You can still use it in your local development environment if you have access to the private repository.


Check out the private repository for somevendorname

$ cd vendor
$ git clone somevendorname

Add the vendor configuration

Add appropriate vendor environment variables to config/application.yml -- see a member of the team for credentials and other values.

Why 'Upaya'?

"skill in means"

Managing translation files

To help us handle extra newlines and make sure we wrap lines consistently, we have a script called ./scripts/normalize-yaml that helps format YAML consistently. After importing translations (or making changes to the *.yml files with strings, run this for the IDP app:

$ make normalize_yaml
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