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chore(docs): reorganize API token auth section #1761

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@bpg bpg commented Feb 10, 2025

Contributor's Note

  • I have added / updated documentation in /docs for any user-facing features or additions.
  • I have added / updated acceptance tests in /fwprovider/tests for any new or updated resources / data sources.
  • I have ran make example to verify that the change works as expected.

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Closes #0000 | Relates #0000

Summary by CodeRabbit

  • Documentation
    • Expanded the authentication documentation with new sections that include:
      • A clear comparison of different authentication methods.
      • Detailed examples for configuring static credentials.
      • Security best practices for safe credential management.
      • Enhanced guidance on API token setup and usage.

@bpg bpg enabled auto-merge (squash) February 10, 2025 10:46
@bpg bpg disabled auto-merge February 10, 2025 10:46
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coderabbitai bot commented Feb 10, 2025

Walkthrough

The documentation for the Proxmox provider in Terraform has been expanded. New subsections have been added under the "Authentication" section, including detailed comparisons of authentication methods, static credentials examples, and recommendations for securing credentials. The "API Token Authentication" subsection has been restructured and expanded to provide a clearer breakdown of token creation, usage, and associated limitations.

Changes

File(s) Change Summary
docs/index.md Added new sections: "Authentication Methods Comparison", "Static Credentials Examples", and "Security Best Practices". Also expanded the "API Token Authentication" subsection with detailed guidance on token creation, usage, and potential errors.

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Actionable comments posted: 0

🧹 Nitpick comments (7)
docs/index.md (7)

81-83: Parameter Listing Clarity in Authentication Section
The list of authentication options now includes:

  • api_token
  • auth_ticket and csrf_prevention_token
  • username and password

A static analysis hint flagged a possible duplication on the auth_ticket and csrf_prevention_token phrase. If the intent is to require both parameters together (or to indicate that they form a single authentication method), consider rephrasing for clarity. For example:

- `auth_ticket` and `csrf_prevention_token`
+ Pre-authentication (requires both `auth_ticket` and `csrf_prevention_token`)
🧰 Tools
🪛 LanguageTool

[duplication] ~82-~82: Possible typo: you repeated a word.
Context: ...cedence: - api_token - auth_ticket and csrf_prevention_token - username and password !> Hard-coding credentials ...

(ENGLISH_WORD_REPEAT_RULE)


87-94: New "Authentication Methods Comparison" Section
This section uses a clear comparison table to outline the use cases, pros, cons, and security levels for API Token, Auth Ticket, and Username/Password methods. The table is informative and should help users choose an appropriate authentication method. Please verify that the header anchor in the TOC (#authentication-methods-comparison) exactly matches the section heading.


101-106: API Token Example Configuration
This example for API Token authentication is succinct and adheres to recommended practices. Consider adding an inline comment (within the code block or in surrounding text) to note the expected format for the API token string and any environment-specific considerations.


108-117: Username/Password Example Configuration
The Username/Password example is clear and suitable for development/testing scenarios. It might be beneficial to include a reminder (as a comment or note) that hard-coded credentials should be replaced by variables or environment-sourced values to avoid security risks.


119-127: Auth Ticket Example Configuration
This configuration illustrates how to set up authentication via an auth ticket correctly. To improve clarity, consider adding a brief comment explaining the role of the csrf_prevention_token alongside the auth_ticket. This will help users understand why both values are provided.


194-252: "API Token Authentication" Detailed Section
The "API Token Authentication" section now provides detailed, step-by-step instructions – including user creation, role assignments, and token generation examples – which significantly enhance the documentation. Ensure that the command examples (e.g., for sudo pveum user add …) are current with the Proxmox version in use.


232-242: Provider Configuration Snippet for API Token Authentication
This configuration example shows how to set up a provider block using an API token along with password-less SSH via an agent. It is concise and technically correct. One small note: the inclusion of insecure = true may need reinforcement in the surrounding text to explain its appropriate usage (e.g., only in testing or non-production environments).

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📥 Commits

Reviewing files that changed from the base of the PR and between a1d5fd8 and 6206ee3.

📒 Files selected for processing (1)
  • docs/index.md (4 hunks)
🧰 Additional context used
🪛 LanguageTool
docs/index.md

[duplication] ~82-~82: Possible typo: you repeated a word.
Context: ...cedence: - api_token - auth_ticket and csrf_prevention_token - username and password !> Hard-coding credentials ...

(ENGLISH_WORD_REPEAT_RULE)

⏰ Context from checks skipped due to timeout of 90000ms (1)
  • GitHub Check: qodana
🔇 Additional comments (3)
docs/index.md (3)

18-22: TOC Update: New Authentication Subsections Added
The additions to the Table of Contents (i.e. "Authentication Methods Comparison", "Static Credentials Examples", "Security Best Practices", and "API Token Authentication") improve navigation and clearly delineate the authentication-related topics. Please double-check that the anchor links (e.g. #authentication-methods-comparison) exactly match the corresponding section headings later in the document.


95-110: "Static Credentials Examples" Section Overview
The examples provided for each of the three authentication methods (API Token, Username/Password, and Auth Ticket) are practical and well-structured. They clearly demonstrate how to configure the provider block using different credential types. Make sure that the endpoint URL and token formats are accurate and that the formatting (code fences, spacing) is consistent throughout.


149-174: "Security Best Practices" Section
The new "Security Best Practices" section comprehensively covers recommended security measures for API Token, password, and auth ticket usage. The actionable items, such as rotating tokens and securely storing credentials (e.g., via HashiCorp Vault), are excellent reminders for users. Verify that any external references or linked best practices remain up-to-date.

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