Multiple configuration includes with a single "!include" (#732).

NEWS

@@ -8,6 +8,7 @@
  * #728: Fix for "prune" action error when using the "keep_exclude_tags" option.
  * #730: Fix for Borg's interactive prompt on the "check --repair" action automatically getting
    answered "NO" even when the "check_i_know_what_i_am_doing" option isn't set.
+ * #732: Include multiple configuration files with a single "!include".
 
 1.8.0
  * #575: BREAKING: For the "borgmatic borg" action, instead of implicitly injecting

borgmatic/commands/arguments.py

@@ -331,9 +331,8 @@ def make_parsers():
 
     global_plus_action_parser = ArgumentParser(
         description='''
-            Simple, configuration-driven backup software for servers and workstations. If none of
-            the action options are given, then borgmatic defaults to: create, prune, compact, and
-            check.
+            Simple, configuration-driven backup software for servers and workstations. If no actions
+            are given, then borgmatic defaults to: create, prune, compact, and check.
             ''',
         parents=[global_parser],
     )

borgmatic/config/load.py

@@ -1,6 +1,8 @@
 import functools
+import itertools
 import json
 import logging
+import operator
 import os
 
 import ruamel.yaml
@@ -8,34 +10,61 @@ import ruamel.yaml
 logger = logging.getLogger(__name__)
 
 
+def probe_and_include_file(filename, include_directories):
+    '''
+    Given a filename to include and a list of include directories to search for matching files,
+    probe for the file, load it, and return the loaded configuration as a data structure of nested
+    dicts, lists, etc.
+
+    Raise FileNotFoundError if the included file was not found.
+    '''
+    expanded_filename = os.path.expanduser(filename)
+
+    if os.path.isabs(expanded_filename):
+        return load_configuration(expanded_filename)
+
+    candidate_filenames = {
+        os.path.join(directory, expanded_filename) for directory in include_directories
+    }
+
+    for candidate_filename in candidate_filenames:
+        if os.path.exists(candidate_filename):
+            return load_configuration(candidate_filename)
+
+    raise FileNotFoundError(
+        f'Could not find include {filename} at {" or ".join(candidate_filenames)}'
+    )
+
+
 def include_configuration(loader, filename_node, include_directory):
     '''
-    Given a ruamel.yaml.loader.Loader, a ruamel.yaml.serializer.ScalarNode containing the included
-    filename, and an include directory path to search for matching files, load the given YAML
-    filename (ignoring the given loader so we can use our own) and return its contents as a data
-    structure of nested dicts and lists. If the filename is relative, probe for it within 1. the
-    current working directory and 2. the given include directory.
+    Given a ruamel.yaml.loader.Loader, a ruamel.yaml.nodes.ScalarNode containing the included
+    filename (or a list containing multiple such filenames), and an include directory path to search
+    for matching files, load the given YAML filenames (ignoring the given loader so we can use our
+    own) and return their contents as data structure of nested dicts, lists, etc. If the given
+    filename node's value is a scalar string, then the return value will be a single value. But if
+    the given node value is a list, then the return value will be a list of values, one per loaded
+    configuration file.
+
+    If a filename is relative, probe for it within 1. the current working directory and 2. the given
+    include directory.
 
     Raise FileNotFoundError if an included file was not found.
     '''
     include_directories = [os.getcwd(), os.path.abspath(include_directory)]
-    include_filename = os.path.expanduser(filename_node.value)
 
-    if not os.path.isabs(include_filename):
-        candidate_filenames = [
-            os.path.join(directory, include_filename) for directory in include_directories
-        ]
+    if isinstance(filename_node.value, str):
+        return probe_and_include_file(filename_node.value, include_directories)
 
-        for candidate_filename in candidate_filenames:
-            if os.path.exists(candidate_filename):
-                include_filename = candidate_filename
-                break
-        else:
-            raise FileNotFoundError(
-                f'Could not find include {filename_node.value} at {" or ".join(candidate_filenames)}'
-            )
+    if isinstance(filename_node.value, list):
+        return [
+            probe_and_include_file(node.value, include_directories)
+            for node in reversed(filename_node.value)
+        ]
 
-    return load_configuration(include_filename)
+    raise ValueError(
+        f'!include value type ({type(filename_node.value)}) is not supported; use a single filename or a list of filenames'
+    )
 
 
 def raise_retain_node_error(loader, node):
@@ -53,7 +82,7 @@ def raise_retain_node_error(loader, node):
             'The !retain tag may only be used within a configuration file containing a merged !include tag.'
         )
 
-    raise ValueError('The !retain tag may only be used on a YAML mapping or sequence.')
+    raise ValueError('The !retain tag may only be used on a mapping or list.')
 
 
 def raise_omit_node_error(loader, node):
@@ -65,14 +94,14 @@ def raise_omit_node_error(loader, node):
     tags are handled by deep_merge_nodes() below.
     '''
     raise ValueError(
-        'The !omit tag may only be used on a scalar (e.g., string) list element within a configuration file containing a merged !include tag.'
+        'The !omit tag may only be used on a scalar (e.g., string) or list element within a configuration file containing a merged !include tag.'
     )
 
 
 class Include_constructor(ruamel.yaml.SafeConstructor):
     '''
     A YAML "constructor" (a ruamel.yaml concept) that supports a custom "!include" tag for including
-    separate YAML configuration files. Example syntax: `retention: !include common.yaml`
+    separate YAML configuration files. Example syntax: `option: !include common.yaml`
     '''
 
     def __init__(self, preserve_quotes=None, loader=None, include_directory=None):
@@ -81,6 +110,9 @@ class Include_constructor(ruamel.yaml.SafeConstructor):
             '!include',
             functools.partial(include_configuration, include_directory=include_directory),
         )
+
+        # These are catch-all error handlers for tags that don't get applied and removed by
+        # deep_merge_nodes() below.
         self.add_constructor('!retain', raise_retain_node_error)
         self.add_constructor('!omit', raise_omit_node_error)
 
@@ -90,8 +122,8 @@ class Include_constructor(ruamel.yaml.SafeConstructor):
         using the YAML '<<' merge key. Example syntax:
 
         ```
-        retention:
-            keep_daily: 1
+        option:
+            sub_option: 1
 
         <<: !include common.yaml
         ```
@@ -104,9 +136,15 @@ class Include_constructor(ruamel.yaml.SafeConstructor):
 
         for index, (key_node, value_node) in enumerate(node.value):
             if key_node.tag == u'tag:yaml.org,2002:merge' and value_node.tag == '!include':
-                included_value = representer.represent_data(self.construct_object(value_node))
-                node.value[index] = (key_node, included_value)
-
+                # Replace the merge include with a sequence of included configuration nodes ready
+                # for merging. The construct_object() call here triggers include_configuration()
+                # among other constructors.
+                node.value[index] = (
+                    key_node,
+                    representer.represent_data(self.construct_object(value_node)),
+                )
+
+        # This super().flatten_mapping() call actually performs "<<" merges.
         super(Include_constructor, self).flatten_mapping(node)
 
         node.value = deep_merge_nodes(node.value)
@@ -138,7 +176,12 @@ def load_configuration(filename):
         file_contents = file.read()
         config = yaml.load(file_contents)
 
-        if config and 'constants' in config:
+        try:
+            has_constants = bool(config and 'constants' in config)
+        except TypeError:
+            has_constants = False
+
+        if has_constants:
             for key, value in config['constants'].items():
                 value = json.dumps(value)
                 file_contents = file_contents.replace(f'{{{key}}}', value.strip('"'))
@@ -149,53 +192,92 @@ def load_configuration(filename):
         return config
 
 
-def filter_omitted_nodes(nodes):
+def filter_omitted_nodes(nodes, values):
     '''
-    Given a list of nodes, return a filtered list omitting any nodes with an "!omit" tag or with a
-    value matching such nodes.
+    Given a nested borgmatic configuration data structure as a list of tuples in the form of:
+
+    [
+        (
+            ruamel.yaml.nodes.ScalarNode as a key,
+            ruamel.yaml.nodes.MappingNode or other Node as a value,
+        ),
+        ...
+    ]
+
+    ... and a combined list of all values for those nodes, return a filtered list of the values,
+    omitting any that have an "!omit" tag (or with a value matching such nodes).
+
+    But if only a single node is given, bail and return the given values unfiltered, as "!omit" only
+    applies when there are merge includes (and therefore multiple nodes).
     '''
-    omitted_values = tuple(node.value for node in nodes if node.tag == '!omit')
+    if len(nodes) <= 1:
+        return values
 
-    return [node for node in nodes if node.value not in omitted_values]
+    omitted_values = tuple(node.value for node in values if node.tag == '!omit')
 
+    return [node for node in values if node.value not in omitted_values]
 
-DELETED_NODE = object()
+
+def merge_values(nodes):
+    '''
+    Given a nested borgmatic configuration data structure as a list of tuples in the form of:
+
+    [
+        (
+            ruamel.yaml.nodes.ScalarNode as a key,
+            ruamel.yaml.nodes.MappingNode or other Node as a value,
+        ),
+        ...
+    ]
+
+    ... merge its sequence or mapping node values and return the result. For sequence nodes, this
+    means appending together its contained lists. For mapping nodes, it means merging its contained
+    dicts.
+    '''
+    return functools.reduce(operator.add, (value.value for key, value in nodes))
 
 
 def deep_merge_nodes(nodes):
     '''
     Given a nested borgmatic configuration data structure as a list of tuples in the form of:
 
+    [
         (
             ruamel.yaml.nodes.ScalarNode as a key,
             ruamel.yaml.nodes.MappingNode or other Node as a value,
         ),
+        ...
+    ]
 
-    ... deep merge any node values corresponding to duplicate keys and return the result. If
-    there are colliding keys with non-MappingNode values (e.g., integers or strings), the last
-    of the values wins.
+    ... deep merge any node values corresponding to duplicate keys and return the result. The
+    purpose of merging like this is to support, for instance, merging one borgmatic configuration
+    file into another for reuse, such that a configuration option with sub-options does not
+    completely replace the corresponding option in a merged file.
+
+    If there are colliding keys with scalar values (e.g., integers or strings), the last of the
+    values wins.
 
     For instance, given node values of:
 
         [
             (
-                ScalarNode(tag='tag:yaml.org,2002:str', value='retention'),
+                ScalarNode(tag='tag:yaml.org,2002:str', value='option'),
                 MappingNode(tag='tag:yaml.org,2002:map', value=[
                     (
-                        ScalarNode(tag='tag:yaml.org,2002:str', value='keep_hourly'),
-                        ScalarNode(tag='tag:yaml.org,2002:int', value='24')
+                        ScalarNode(tag='tag:yaml.org,2002:str', value='sub_option1'),
+                        ScalarNode(tag='tag:yaml.org,2002:int', value='1')
                     ),
                     (
-                        ScalarNode(tag='tag:yaml.org,2002:str', value='keep_daily'),
-                        ScalarNode(tag='tag:yaml.org,2002:int', value='7')
+                        ScalarNode(tag='tag:yaml.org,2002:str', value='sub_option2'),
+                        ScalarNode(tag='tag:yaml.org,2002:int', value='2')
                     ),
                 ]),
             ),
             (
-                ScalarNode(tag='tag:yaml.org,2002:str', value='retention'),
+                ScalarNode(tag='tag:yaml.org,2002:str', value='option'),
                 MappingNode(tag='tag:yaml.org,2002:map', value=[
                     (
-                        ScalarNode(tag='tag:yaml.org,2002:str', value='keep_daily'),
+                        ScalarNode(tag='tag:yaml.org,2002:str', value='sub_option2'),
                         ScalarNode(tag='tag:yaml.org,2002:int', value='5')
                     ),
                 ]),
@@ -206,88 +288,95 @@ def deep_merge_nodes(nodes):
 
         [
             (
-                ScalarNode(tag='tag:yaml.org,2002:str', value='retention'),
+                ScalarNode(tag='tag:yaml.org,2002:str', value='option'),
                 MappingNode(tag='tag:yaml.org,2002:map', value=[
                     (
-                        ScalarNode(tag='tag:yaml.org,2002:str', value='keep_hourly'),
-                        ScalarNode(tag='tag:yaml.org,2002:int', value='24')
+                        ScalarNode(tag='tag:yaml.org,2002:str', value='sub_option1'),
+                        ScalarNode(tag='tag:yaml.org,2002:int', value='1')
                     ),
                     (
-                        ScalarNode(tag='tag:yaml.org,2002:str', value='keep_daily'),
+                        ScalarNode(tag='tag:yaml.org,2002:str', value='sub_option2'),
                         ScalarNode(tag='tag:yaml.org,2002:int', value='5')
                     ),
                 ]),
             ),
         ]
 
-    If a mapping or sequence node has a YAML "!retain" tag, then that node is not merged.
+    This function supports multi-way merging, meaning that if the same option name exists three or
+    more times (at the same scope level), all of those instances get merged together.
 
-    The purpose of deep merging like this is to support, for instance, merging one borgmatic
-    configuration file into another for reuse, such that a configuration option with sub-options
-    does not completely replace the corresponding option in a merged file.
+    If a mapping or sequence node has a YAML "!retain" tag, then that node is not merged.
 
-    Raise ValueError if a merge is implied using two incompatible types.
+    Raise ValueError if a merge is implied using multiple incompatible types.
     '''
-    # Map from original node key/value to the replacement merged node. DELETED_NODE as a replacement
-    # node indications deletion.
-    replaced_nodes = {}
-
-    # To find nodes that require merging, compare each node with each other node.
-    for a_key, a_value in nodes:
-        for b_key, b_value in nodes:
-            # If we've already considered one of the nodes for merging, skip it.
-            if (a_key, a_value) in replaced_nodes or (b_key, b_value) in replaced_nodes:
-                continue
-
-            # If the keys match and the values are different, we need to merge these two A and B nodes.
-            if a_key.tag == b_key.tag and a_key.value == b_key.value and a_value != b_value:
-                if not type(a_value) is type(b_value):
-                    raise ValueError(
-                        f'Incompatible types found when trying to merge "{a_key.value}:" values across configuration files: {type(a_value).id} and {type(b_value).id}'
+    merged_nodes = []
+
+    def get_node_key_name(node):
+        return node[0].value
+
+    # Bucket the nodes by their keys. Then merge all of the values sharing the same key.
+    for key_name, grouped_nodes in itertools.groupby(
+        sorted(nodes, key=get_node_key_name), get_node_key_name
+    ):
+        grouped_nodes = list(grouped_nodes)
+
+        # The merged node inherits its attributes from the final node in the group.
+        (last_node_key, last_node_value) = grouped_nodes[-1]
+        value_types = set(type(value) for (_, value) in grouped_nodes)
+
+        if len(value_types) > 1:
+            raise ValueError(
+                f'Incompatible types found when trying to merge "{key_name}:" values across configuration files: {", ".join(value_type.id for value_type in value_types)}'
+            )
+
+        # If we're dealing with MappingNodes, recurse and merge its values as well.
+        if ruamel.yaml.nodes.MappingNode in value_types:
+            # A "!retain" tag says to skip deep merging for this node. Replace the tag so
+            # downstream schema validation doesn't break on our application-specific tag.
+            if last_node_value.tag == '!retain' and len(grouped_nodes) > 1:
+                last_node_value.tag = 'tag:yaml.org,2002:map'
+                merged_nodes.append((last_node_key, last_node_value))
+            else:
+                merged_nodes.append(
+                    (
+                        last_node_key,
+                        ruamel.yaml.nodes.MappingNode(
+                            tag=last_node_value.tag,
+                            value=deep_merge_nodes(merge_values(grouped_nodes)),
+                            start_mark=last_node_value.start_mark,
+                            end_mark=last_node_value.end_mark,
+                            flow_style=last_node_value.flow_style,
+                            comment=last_node_value.comment,
+                            anchor=last_node_value.anchor,
+                        ),
                     )
+                )
 
-                # Since we're merging into the B node, consider the A node a duplicate and remove it.
-                replaced_nodes[(a_key, a_value)] = DELETED_NODE
-
-                # If we're dealing with MappingNodes, recurse and merge its values as well.
-                if isinstance(b_value, ruamel.yaml.nodes.MappingNode):
-                    # A "!retain" tag says to skip deep merging for this node. Replace the tag so
-                    # downstream schema validation doesn't break on our application-specific tag.
-                    if b_value.tag == '!retain':
-                        b_value.tag = 'tag:yaml.org,2002:map'
-                    else:
-                        replaced_nodes[(b_key, b_value)] = (
-                            b_key,
-                            ruamel.yaml.nodes.MappingNode(
-                                tag=b_value.tag,
-                                value=deep_merge_nodes(a_value.value + b_value.value),
-                                start_mark=b_value.start_mark,
-                                end_mark=b_value.end_mark,
-                                flow_style=b_value.flow_style,
-                                comment=b_value.comment,
-                                anchor=b_value.anchor,
-                            ),
-                        )
-                # If we're dealing with SequenceNodes, merge by appending one sequence to the other.
-                elif isinstance(b_value, ruamel.yaml.nodes.SequenceNode):
-                    # A "!retain" tag says to skip deep merging for this node. Replace the tag so
-                    # downstream schema validation doesn't break on our application-specific tag.
-                    if b_value.tag == '!retain':
-                        b_value.tag = 'tag:yaml.org,2002:seq'
-                    else:
-                        replaced_nodes[(b_key, b_value)] = (
-                            b_key,
-                            ruamel.yaml.nodes.SequenceNode(
-                                tag=b_value.tag,
-                                value=filter_omitted_nodes(a_value.value + b_value.value),
-                                start_mark=b_value.start_mark,
-                                end_mark=b_value.end_mark,
-                                flow_style=b_value.flow_style,
-                                comment=b_value.comment,
-                                anchor=b_value.anchor,
-                            ),
-                        )
-
-    return [
-        replaced_nodes.get(node, node) for node in nodes if replaced_nodes.get(node) != DELETED_NODE
-    ]
+            continue
+
+        # If we're dealing with SequenceNodes, merge by appending sequences together.
+        if ruamel.yaml.nodes.SequenceNode in value_types:
+            if last_node_value.tag == '!retain' and len(grouped_nodes) > 1:
+                last_node_value.tag = 'tag:yaml.org,2002:seq'
+                merged_nodes.append((last_node_key, last_node_value))
+            else:
+                merged_nodes.append(
+                    (
+                        last_node_key,
+                        ruamel.yaml.nodes.SequenceNode(
+                            tag=last_node_value.tag,
+                            value=filter_omitted_nodes(grouped_nodes, merge_values(grouped_nodes)),
+                            start_mark=last_node_value.start_mark,
+                            end_mark=last_node_value.end_mark,
+                            flow_style=last_node_value.flow_style,
+                            comment=last_node_value.comment,
+                            anchor=last_node_value.anchor,
+                        ),
+                    )
+                )
+
+            continue
+
+        merged_nodes.append((last_node_key, last_node_value))
+
+    return merged_nodes

borgmatic/config/normalize.py

@@ -10,7 +10,11 @@ def normalize_sections(config_filename, config):
 
     Raise ValueError if the "prefix" option is set in both "location" and "consistency" sections.
     '''
-    location = config.get('location') or {}
+    try:
+        location = config.get('location') or {}
+    except AttributeError:
+        raise ValueError('Configuration does not contain any options')
+
     storage = config.get('storage') or {}
     consistency = config.get('consistency') or {}
     hooks = config.get('hooks') or {}

docs/how-to/make-per-application-backups.md

@@ -309,8 +309,8 @@ source_directories:
     - /etc
 ```
 
-<span class="minilink minilink-addedin">Prior to version 1.8.0</span> Put
-this option in the `location:` section of your configuration.
+<span class="minilink minilink-addedin">Prior to version 1.8.0</span> Put the
+`source_directories` option in the `location:` section of your configuration.
 
 Once this include gets merged in, the resulting configuration will have a
 `source_directories` value of `/etc` and `/var`—with `/home` omitted.

tests/integration/config/test_load.py

@@ -438,8 +438,9 @@ def test_raise_omit_node_error_raises():
         module.raise_omit_node_error(loader=flexmock(), node=flexmock())
 
 
-def test_filter_omitted_nodes():
-    nodes = [
+def test_filter_omitted_nodes_discards_values_with_omit_tag_and_also_equal_values():
+    nodes = [flexmock(), flexmock()]
+    values = [
         module.ruamel.yaml.nodes.ScalarNode(tag='tag:yaml.org,2002:str', value='a'),
         module.ruamel.yaml.nodes.ScalarNode(tag='tag:yaml.org,2002:str', value='b'),
         module.ruamel.yaml.nodes.ScalarNode(tag='tag:yaml.org,2002:str', value='c'),
@@ -448,11 +449,27 @@ def test_filter_omitted_nodes():
         module.ruamel.yaml.nodes.ScalarNode(tag='tag:yaml.org,2002:str', value='c'),
     ]
 
-    result = module.filter_omitted_nodes(nodes)
+    result = module.filter_omitted_nodes(nodes, values)
 
     assert [item.value for item in result] == ['a', 'c', 'a', 'c']
 
 
+def test_filter_omitted_nodes_keeps_all_values_when_given_only_one_node():
+    nodes = [flexmock()]
+    values = [
+        module.ruamel.yaml.nodes.ScalarNode(tag='tag:yaml.org,2002:str', value='a'),
+        module.ruamel.yaml.nodes.ScalarNode(tag='tag:yaml.org,2002:str', value='b'),
+        module.ruamel.yaml.nodes.ScalarNode(tag='tag:yaml.org,2002:str', value='c'),
+        module.ruamel.yaml.nodes.ScalarNode(tag='tag:yaml.org,2002:str', value='a'),
+        module.ruamel.yaml.nodes.ScalarNode(tag='!omit', value='b'),
+        module.ruamel.yaml.nodes.ScalarNode(tag='tag:yaml.org,2002:str', value='c'),
+    ]
+
+    result = module.filter_omitted_nodes(nodes, values)
+
+    assert [item.value for item in result] == ['a', 'b', 'c', 'a', 'b', 'c']
+
+
 def test_deep_merge_nodes_replaces_colliding_scalar_values():
     node_values = [
         (
@@ -499,10 +516,10 @@ def test_deep_merge_nodes_replaces_colliding_scalar_values():
     assert section_key.value == 'retention'
     options = section_value.value
     assert len(options) == 2
-    assert options[0][0].value == 'keep_hourly'
-    assert options[0][1].value == '24'
-    assert options[1][0].value == 'keep_daily'
-    assert options[1][1].value == '5'
+    assert options[0][0].value == 'keep_daily'
+    assert options[0][1].value == '5'
+    assert options[1][0].value == 'keep_hourly'
+    assert options[1][1].value == '24'
 
 
 def test_deep_merge_nodes_keeps_non_colliding_scalar_values():
@@ -553,10 +570,10 @@ def test_deep_merge_nodes_keeps_non_colliding_scalar_values():
     assert section_key.value == 'retention'
     options = section_value.value
     assert len(options) == 3
-    assert options[0][0].value == 'keep_hourly'
-    assert options[0][1].value == '24'
-    assert options[1][0].value == 'keep_daily'
-    assert options[1][1].value == '7'
+    assert options[0][0].value == 'keep_daily'
+    assert options[0][1].value == '7'
+    assert options[1][0].value == 'keep_hourly'
+    assert options[1][1].value == '24'
     assert options[2][0].value == 'keep_minutely'
     assert options[2][1].value == '10'
 
@@ -629,10 +646,10 @@ def test_deep_merge_nodes_keeps_deeply_nested_values():
     assert section_key.value == 'storage'
     options = section_value.value
     assert len(options) == 2
-    assert options[0][0].value == 'lock_wait'
-    assert options[0][1].value == '5'
-    assert options[1][0].value == 'extra_borg_options'
-    nested_options = options[1][1].value
+    assert options[0][0].value == 'extra_borg_options'
+    assert options[1][0].value == 'lock_wait'
+    assert options[1][1].value == '5'
+    nested_options = options[0][1].value
     assert len(nested_options) == 2
     assert nested_options[0][0].value == 'init'
     assert nested_options[0][1].value == '--init-option'

tests/integration/config/test_validate.py

@@ -117,7 +117,7 @@ def test_parse_configuration_with_schema_lacking_examples_does_not_raise():
     module.parse_configuration('/tmp/config.yaml', '/tmp/schema.yaml')
 
 
-def test_parse_configuration_inlines_include():
+def test_parse_configuration_inlines_include_inside_deprecated_section():
     mock_config_and_schema(
         '''
         source_directories: