ihatemoney/docs/installation.rst

.. _installation:

Installation
############

We lack some knowledge about packaging to make Ihatemoney installable on mainstream
Linux distributions. If you want to give us a hand on the topic, please
check-out `the issue about debian packaging <https://github.com/spiral-project/ihatemoney/issues/227>`_.

If you are using Yunohost (a server operating system aiming to make self-hosting accessible to anyone),
you can use the `Ihatemoney package <https://github.com/YunoHost-Apps/ihatemoney_ynh>`_.

Otherwise, follow these instructions to install it manually:

.. _installation-requirements:

Requirements
============

«Ihatemoney» depends on:

* **Python**: version 3.6 to 3.9 included will work.
* **A Backend**: to choose among SQLite, PostgreSQL, MariaDB (>= 10.3.2) or Memory.
* **Virtual environment** (recommended): `python3-venv` package under Debian/Ubuntu.

We recommend to use `virtual environment <https://docs.python.org/3/tutorial/venv.html>`_ but
it will work without if you prefer.

If wondering about the backend, SQLite is the simplest and will work fine for
most small to medium setups.

.. note:: If curious, source config templates can be found in the `project git repository <https://github.com/spiral-project/ihatemoney/tree/master/ihatemoney/conf-templates>`_.

.. _virtualenv-preparation:

Prepare virtual environment (recommended)
=========================================

Choose an installation path, here the current user's home directory (`~`).

Create a virtual environment::

    python3 -m venv ~/ihatemoney
    cd ~/ihatemoney

Activate the virtual environment::

    source bin/activate

.. note:: You will have to re-issue that ``source`` command if you open a new
          terminal.

Install
=======

Install the latest release with pip::

  pip install ihatemoney

.. warning:: The current release of ihatemoney (4.1.5) does not work with SQLAlchemy 1.4.
             The dependency will be fixed in the next version, but in the meantime you
             can work around the issue with: ``pip install 'SQLAlchemy>=1.3,<1.4'``.

Test it
=======

Once installed, you can start a test server::

  ihatemoney runserver

And point your browser at `http://localhost:5000 <http://localhost:5000>`_.

Configure database with MariaDB (optional)
================================================

.. note:: Only required if you use MariaDB.  Make sure to use MariaDB 10.3.2 or newer.

1. Install PyMySQL dependencies. On Debian or Ubuntu, that would be::

    apt install python3-dev libssl-dev

2. Install PyMySQL (within your virtual environment)::

    pip install 'PyMySQL>=0.9,<1.1'

3. Create an empty database and a database user
4. Configure :ref:`SQLALCHEMY_DATABASE_URI <configuration>` accordingly


Configure database with PostgreSQL (optional)
=============================================

.. note:: Only required if you use Postgresql.

1. Install python driver for PostgreSQL (from within your virtual environment)::

    pip install psycopg2

2. Create the users and tables. On the command line, this looks like::

    sudo -u postgres psql
    postgres=# create database mydb;
    postgres=# create user myuser with encrypted password 'mypass';
    postgres=# grant all privileges on database mydb to myuser;

3. Configure :ref:`SQLALCHEMY_DATABASE_URI <configuration>` accordingly.


Deploy it
=========

Now, if you want to deploy it on your own server, you have many options.
Three of them are documented at the moment.

*Of course, if you want to contribute another configuration, feel free
to open a pull-request against this repository!*


Whatever your installation option is…
--------------------------------------

1. Initialize the ihatemoney directories::

    mkdir /etc/ihatemoney /var/lib/ihatemoney

2. Generate settings::

    ihatemoney generate-config ihatemoney.cfg > /etc/ihatemoney/ihatemoney.cfg
    chmod 740 /etc/ihatemoney/ihatemoney.cfg

You probably want to adjust ``/etc/ihatemoney/ihatemoney.cfg`` contents,
you may do it later, see :ref:`configuration`.


With Apache and mod_wsgi
------------------------

1. Fix permissions (considering `www-data` is the user running apache)::

     chgrp www-data /etc/ihatemoney/ihatemoney.cfg
     chown www-data /var/lib/ihatemoney

2. Install Apache and mod_wsgi : ``libapache2-mod-wsgi(-py3)`` for Debian
   based and ``mod_wsgi`` for RedHat based distributions
3. Create an Apache virtual host, the command
   ``ihatemoney generate-config apache-vhost.conf`` will output a good
   starting point (read and adapt it).
4. Activate the virtual host if needed and restart Apache

With Nginx, Gunicorn and Supervisord/systemd
--------------------------------------------

Install Gunicorn::

  pip install gunicorn

1. Create a dedicated unix user (here called `ihatemoney`), required dirs, and fix permissions::

    useradd ihatemoney
    chown ihatemoney /var/lib/ihatemoney/
    chgrp ihatemoney /etc/ihatemoney/ihatemoney.cfg

2. Create gunicorn config file ::

    ihatemoney generate-config gunicorn.conf.py > /etc/ihatemoney/gunicorn.conf.py

3. Setup Supervisord or systemd

   - To use Supervisord, create supervisor config file ::

      ihatemoney generate-config supervisord.conf > /etc/supervisor/conf.d/ihatemoney.conf

   - To use systemd services, create ``ihatemoney.service`` in [#systemd-services]_::

      [Unit]
      Description=I hate money
      Requires=network.target postgresql.service
      After=network.target postgresql.service

      [Service]
      Type=simple
      User=ihatemoney
      ExecStart=%h/ihatemoney/bin/gunicorn -c /etc/ihatemoney/gunicorn.conf.py ihatemoney.wsgi:application
      SyslogIdentifier=ihatemoney

      [Install]
      WantedBy=multi-user.target

     Obviously, adapt the ``ExecStart`` path for your installation folder.

     If you use SQLite as database: remove mentions of ``postgresql.service`` in ``ihatemoney.service``.
     If you use MariaDB as database: replace mentions of ``postgresql.service`` by ``mariadb.service`` in ``ihatemoney.service``.

     Then reload systemd, enable and start ``ihatemoney``::

       systemctl daemon-reload
       systemctl enable ihatemoney.service
       systemctl start ihatemoney.service

4. Copy (and adapt) output of ``ihatemoney generate-config nginx.conf``
   with your nginx vhosts [#nginx-vhosts]_
5. Reload nginx (and supervisord if you use it). It should be working ;)

.. [#nginx-vhosts] typically, */etc/nginx/conf.d/* or
   */etc/nginx/sites-available*, depending on your distribution.

.. [#systemd-services] ``/etc/systemd/system/ihatemoney.service``
                       path may change depending on your distribution.

With Docker
-----------

Build the image::

    docker build -t ihatemoney .

Start a daemonized Ihatemoney container::

    docker run -d -p 8000:8000 ihatemoney

Ihatemoney is now available on http://localhost:8000.

All Ihatemoney settings can be passed with ``-e`` parameters
e.g. with a secure ``SECRET_KEY``, an external mail server and an
external database::

    docker run -d -p 8000:8000 \
    -e SECRET_KEY="supersecure" \
    -e SQLALCHEMY_DATABASE_URI="mysql+pymysql://user:pass@172.17.0.5/ihm" \
    -e MAIL_SERVER=smtp.gmail.com \
    -e MAIL_PORT=465 \
    -e MAIL_USERNAME=your-email@gmail.com \
    -e MAIL_PASSWORD=your-password \
    -e MAIL_USE_SSL=True \
    ihatemoney

A volume can also be specified to persist the default database file::

    docker run -d -p 8000:8000 -v /host/path/to/database:/database ihatemoney

To enable the Admin dashboard, first generate a hashed password with::

    docker run -it --rm --entrypoint ihatemoney ihatemoney generate_password_hash

At the prompt, enter a password to use for the admin dashboard. The
command will print the hashed password string.

Add these additional environment variables to the docker run invocation::

    -e ACTIVATE_ADMIN_DASHBOARD=True \
    -e ADMIN_PASSWORD=<hashed_password_string> \

Additional gunicorn parameters can be passed using the docker ``CMD``
parameter.
For example, use the following command to add more gunicorn workers::

    docker run -d -p 8000:8000 ihatemoney -w 3