ihatemoney/docs/upgrade.rst
Jocelyn Delalande 48fabc346f Document how to switch python version for 5.x
Focus is on rebuilding venv (which are bound to a specific python minor
version).

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2020-07-26 20:14:59 +02:00

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Upgrading
#########
We keep `a ChangeLog
<https://github.com/spiral-project/ihatemoney/blob/master/CHANGELOG.rst>`_. Read
it before upgrading.
Ihatemoney follows `semantic versioning <http://semver.org/>`_. So minor/patch
upgrades can be done blindly.
.. _general-procedure:
General procedure
=================
*(sufficient for minor/patch upgrades)*
1. From the virtualenv (if any)::
pip install -U ihatemoney
2. Restart *supervisor*, or *Apache*, depending on your setup.
You may also want to set new configuration variables (if any). They are
mentioned in the `ChangeLog
<https://github.com/spiral-project/ihatemoney/blob/master/CHANGELOG.rst>`_, but
this is **not required for minor/patch upgrades**, a safe default will be used
automatically.
Version-specific instructions
=============================
*(must read for major upgrades)*
When upgrading from a major version to another, you **must** follow special
instructions:
4.x → 5.x
---------
Switch to a supported version of Python
+++++++++++++++++++++++++++++++++++++++
.. note:: If you are already using Python ≥ 3.6, you can skip this section, no
special action is required.
If you were running IHateMoney using Python < 3.6, you must, **before** upgrading:
1. Ensure to have a Python ≥ 3.6 available on your system
2. Rebuild your virtualenv (if any). It will *not* alter your database nor configuration. For example, if your virtualenv is in `/home/john/ihatemoney/`::
rm -rf /home/john/ihatemoney
pyhton3 -m venv /home/john/ihatemoney
source /home/john/ihatemoney/bin/activate
You might need to ``pip install`` additional dependencies if you are using one
or several of the following deployment options :
- Gunicorn (Nginx)
- MySQL
- PostgreSQL
If so, pick the ``pip`` commands to use in the relevant section(s) of
:ref:`installation`.
Then follow :ref:`general-procedure` from step 1. in order to complete the update.
2.x → 3.x
---------
Sentry support has been removed. Sorry if you used it.
Appart from that, :ref:`general-procedure` applies.
1.x → 2.x
---------
Switch from git installation to pip installation
++++++++++++++++++++++++++++++++++++++++++++++++
The recommended installation method is now using *pip*. Git is now intended for
development only.
.. warning:: Be extra careful to not remove your sqlite database nor your
settings file, if they are stored inside the cloned folder.
1. Delete the cloned folder
.. note:: If you are using a virtualenv, then the following commands should be run inside it (see
:ref:`virtualenv-preparation`).
2. Install ihatemoney with pip::
pip install ihatemoney
3. Fix your configuration file (paths *have* changed), depending on
the software you use in your setup:
- **gunicorn**: ``ihatemoney generate-config gunicorn.conf.py`` (nothing
critical changed, keeping your old config might be fine)
- **supervisor** : ``ihatemoney generate-config supervisord.conf`` (mind the
``command=`` line)
- **apache**: ``ihatemoney generate-config apache-vhost.conf`` (mind the
``WSGIDaemonProcess``, ``WSGIScriptAlias`` and ``Alias`` lines)
4. Restart *Apache* or *Supervisor*, depending on your setup.
Upgrade ADMIN_PASSWORD to its hashed form
++++++++++++++++++++++++++++++++++++++++++
.. note:: Not required if you are not using the ADMIN_PASSWORD feature.
``ihatemoney generate_password_hash`` will do the hashing job for you, just put
its result in the ``ADMIN_PASSWORD`` var from your `ihatemoney.cfg` and
restart *apache* or the *supervisor* job.