Initial release v1.1.0
- Complete MVP for tracking Fidelity brokerage account performance - Transaction import from CSV with deduplication - Automatic FIFO position tracking with options support - Real-time P&L calculations with market data caching - Dashboard with timeframe filtering (30/90/180 days, 1 year, YTD, all time) - Docker-based deployment with PostgreSQL backend - React/TypeScript frontend with TailwindCSS - FastAPI backend with SQLAlchemy ORM Features: - Multi-account support - Import via CSV upload or filesystem - Open and closed position tracking - Balance history charting - Performance analytics and metrics - Top trades analysis - Responsive UI design Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
This commit is contained in:
Chris
540
LINUX_DEPLOYMENT.md
Normal file
540
LINUX_DEPLOYMENT.md
Normal file
@@ -0,0 +1,540 @@
|
||||
# Linux Server Deployment Guide
|
||||
|
||||
Complete guide for deploying myFidelityTracker on a Linux server.
|
||||
|
||||
## Prerequisites
|
||||
|
||||
### Linux Server Requirements
|
||||
- **OS**: Ubuntu 20.04+, Debian 11+, CentOS 8+, or similar
|
||||
- **RAM**: 4GB minimum (8GB recommended)
|
||||
- **Disk**: 20GB free space
|
||||
- **Network**: Open ports 3000, 8000 (or configure firewall)
|
||||
|
||||
### Required Software
|
||||
- Docker Engine 20.10+
|
||||
- Docker Compose 1.29+ (or Docker Compose V2)
|
||||
- Git (optional, for cloning)
|
||||
|
||||
## Step 1: Install Docker on Linux
|
||||
|
||||
### Ubuntu/Debian
|
||||
|
||||
```bash
|
||||
# Update package index
|
||||
sudo apt-get update
|
||||
|
||||
# Install dependencies
|
||||
sudo apt-get install -y \
|
||||
ca-certificates \
|
||||
curl \
|
||||
gnupg \
|
||||
lsb-release
|
||||
|
||||
# Add Docker's official GPG key
|
||||
sudo mkdir -p /etc/apt/keyrings
|
||||
curl -fsSL https://download.docker.com/linux/ubuntu/gpg | sudo gpg --dearmor -o /etc/apt/keyrings/docker.gpg
|
||||
|
||||
# Set up repository
|
||||
echo \
|
||||
"deb [arch=$(dpkg --print-architecture) signed-by=/etc/apt/keyrings/docker.gpg] https://download.docker.com/linux/ubuntu \
|
||||
$(lsb_release -cs) stable" | sudo tee /etc/apt/sources.list.d/docker.list > /dev/null
|
||||
|
||||
# Install Docker Engine
|
||||
sudo apt-get update
|
||||
sudo apt-get install -y docker-ce docker-ce-cli containerd.io docker-compose-plugin
|
||||
|
||||
# Add your user to docker group (optional, to run without sudo)
|
||||
sudo usermod -aG docker $USER
|
||||
newgrp docker
|
||||
|
||||
# Verify installation
|
||||
docker --version
|
||||
docker compose version
|
||||
```
|
||||
|
||||
### CentOS/RHEL
|
||||
|
||||
```bash
|
||||
# Install Docker
|
||||
sudo yum install -y yum-utils
|
||||
sudo yum-config-manager --add-repo https://download.docker.com/linux/centos/docker-ce.repo
|
||||
sudo yum install -y docker-ce docker-ce-cli containerd.io docker-compose-plugin
|
||||
|
||||
# Start Docker
|
||||
sudo systemctl start docker
|
||||
sudo systemctl enable docker
|
||||
|
||||
# Add user to docker group (optional)
|
||||
sudo usermod -aG docker $USER
|
||||
newgrp docker
|
||||
|
||||
# Verify
|
||||
docker --version
|
||||
docker compose version
|
||||
```
|
||||
|
||||
## Step 2: Transfer Files to Linux Server
|
||||
|
||||
### Option A: Direct Transfer (from your Mac)
|
||||
|
||||
```bash
|
||||
# From your Mac, transfer the entire project directory
|
||||
# Replace USER and SERVER_IP with your values
|
||||
cd /Users/chris/Desktop
|
||||
scp -r fidelity USER@SERVER_IP:~/
|
||||
|
||||
# Example:
|
||||
# scp -r fidelity ubuntu@192.168.1.100:~/
|
||||
```
|
||||
|
||||
### Option B: Using rsync (faster for updates)
|
||||
|
||||
```bash
|
||||
# From your Mac
|
||||
rsync -avz --progress /Users/chris/Desktop/fidelity/ USER@SERVER_IP:~/fidelity/
|
||||
|
||||
# Exclude node_modules and other large dirs
|
||||
rsync -avz --progress \
|
||||
--exclude 'node_modules' \
|
||||
--exclude '__pycache__' \
|
||||
--exclude '*.pyc' \
|
||||
/Users/chris/Desktop/fidelity/ USER@SERVER_IP:~/fidelity/
|
||||
```
|
||||
|
||||
### Option C: Git (if using version control)
|
||||
|
||||
```bash
|
||||
# On your Linux server
|
||||
cd ~
|
||||
git clone YOUR_REPO_URL fidelity
|
||||
cd fidelity
|
||||
```
|
||||
|
||||
### Option D: Manual ZIP Transfer
|
||||
|
||||
```bash
|
||||
# On your Mac - create zip
|
||||
cd /Users/chris/Desktop
|
||||
zip -r fidelity.zip fidelity/ -x "*/node_modules/*" "*/__pycache__/*" "*.pyc"
|
||||
|
||||
# Transfer the zip
|
||||
scp fidelity.zip USER@SERVER_IP:~/
|
||||
|
||||
# On Linux server - extract
|
||||
cd ~
|
||||
unzip fidelity.zip
|
||||
```
|
||||
|
||||
## Step 3: Configure for Linux Environment
|
||||
|
||||
SSH into your Linux server:
|
||||
|
||||
```bash
|
||||
ssh USER@SERVER_IP
|
||||
cd ~/fidelity
|
||||
```
|
||||
|
||||
### Make scripts executable
|
||||
|
||||
```bash
|
||||
chmod +x start-linux.sh
|
||||
chmod +x stop.sh
|
||||
```
|
||||
|
||||
### Configure environment variables
|
||||
|
||||
```bash
|
||||
# Create .env file
|
||||
cp .env.example .env
|
||||
|
||||
# Edit .env file to add your server IP for CORS
|
||||
nano .env # or use vim, vi, etc.
|
||||
```
|
||||
|
||||
Update the CORS_ORIGINS line:
|
||||
```env
|
||||
CORS_ORIGINS=http://localhost:3000,http://YOUR_SERVER_IP:3000
|
||||
```
|
||||
|
||||
Replace `YOUR_SERVER_IP` with your actual server IP address.
|
||||
|
||||
### Create imports directory
|
||||
|
||||
```bash
|
||||
mkdir -p imports
|
||||
```
|
||||
|
||||
## Step 4: Start the Application
|
||||
|
||||
```bash
|
||||
# Start all services
|
||||
./start-linux.sh
|
||||
|
||||
# Or manually:
|
||||
docker-compose up -d
|
||||
```
|
||||
|
||||
The script will:
|
||||
- Check Docker is running
|
||||
- Create necessary directories
|
||||
- Start all containers (postgres, backend, frontend)
|
||||
- Display access URLs
|
||||
|
||||
## Step 5: Access the Application
|
||||
|
||||
### From the Server Itself
|
||||
- Frontend: http://localhost:3000
|
||||
- Backend API: http://localhost:8000
|
||||
- API Docs: http://localhost:8000/docs
|
||||
|
||||
### From Other Computers on the Network
|
||||
- Frontend: http://YOUR_SERVER_IP:3000
|
||||
- Backend API: http://YOUR_SERVER_IP:8000
|
||||
- API Docs: http://YOUR_SERVER_IP:8000/docs
|
||||
|
||||
### From the Internet (if server has public IP)
|
||||
First configure firewall (see Security section below), then:
|
||||
- Frontend: http://YOUR_PUBLIC_IP:3000
|
||||
- Backend API: http://YOUR_PUBLIC_IP:8000
|
||||
|
||||
## Step 6: Configure Firewall (Ubuntu/Debian)
|
||||
|
||||
```bash
|
||||
# Allow SSH (important - don't lock yourself out!)
|
||||
sudo ufw allow 22/tcp
|
||||
|
||||
# Allow application ports
|
||||
sudo ufw allow 3000/tcp # Frontend
|
||||
sudo ufw allow 8000/tcp # Backend API
|
||||
|
||||
# Enable firewall
|
||||
sudo ufw enable
|
||||
|
||||
# Check status
|
||||
sudo ufw status
|
||||
```
|
||||
|
||||
### For CentOS/RHEL (firewalld)
|
||||
|
||||
```bash
|
||||
# Allow ports
|
||||
sudo firewall-cmd --permanent --add-port=3000/tcp
|
||||
sudo firewall-cmd --permanent --add-port=8000/tcp
|
||||
sudo firewall-cmd --reload
|
||||
|
||||
# Check status
|
||||
sudo firewall-cmd --list-all
|
||||
```
|
||||
|
||||
## Step 7: Load Demo Data (Optional)
|
||||
|
||||
```bash
|
||||
# Copy your CSV to imports directory
|
||||
cp History_for_Account_X38661988.csv imports/
|
||||
|
||||
# Run seeder
|
||||
docker-compose exec backend python seed_demo_data.py
|
||||
```
|
||||
|
||||
## Common Linux-Specific Commands
|
||||
|
||||
### View Logs
|
||||
```bash
|
||||
# All services
|
||||
docker-compose logs -f
|
||||
|
||||
# Specific service
|
||||
docker-compose logs -f backend
|
||||
docker-compose logs -f frontend
|
||||
docker-compose logs -f postgres
|
||||
|
||||
# Last 100 lines
|
||||
docker-compose logs --tail=100
|
||||
```
|
||||
|
||||
### Check Container Status
|
||||
```bash
|
||||
docker-compose ps
|
||||
docker ps
|
||||
```
|
||||
|
||||
### Restart Services
|
||||
```bash
|
||||
docker-compose restart
|
||||
docker-compose restart backend
|
||||
```
|
||||
|
||||
### Stop Application
|
||||
```bash
|
||||
./stop.sh
|
||||
# or
|
||||
docker-compose down
|
||||
```
|
||||
|
||||
### Update Application
|
||||
```bash
|
||||
# Stop containers
|
||||
docker-compose down
|
||||
|
||||
# Pull latest code (if using git)
|
||||
git pull
|
||||
|
||||
# Rebuild and restart
|
||||
docker-compose up -d --build
|
||||
```
|
||||
|
||||
### Access Database
|
||||
```bash
|
||||
docker-compose exec postgres psql -U fidelity -d fidelitytracker
|
||||
```
|
||||
|
||||
### Shell Access to Containers
|
||||
```bash
|
||||
# Backend shell
|
||||
docker-compose exec backend bash
|
||||
|
||||
# Frontend shell
|
||||
docker-compose exec frontend sh
|
||||
|
||||
# Database shell
|
||||
docker-compose exec postgres bash
|
||||
```
|
||||
|
||||
## Troubleshooting
|
||||
|
||||
### Port Already in Use
|
||||
```bash
|
||||
# Check what's using the port
|
||||
sudo lsof -i :3000
|
||||
sudo lsof -i :8000
|
||||
sudo lsof -i :5432
|
||||
|
||||
# Or use netstat
|
||||
sudo netstat -tlnp | grep 3000
|
||||
|
||||
# Kill the process
|
||||
sudo kill <PID>
|
||||
```
|
||||
|
||||
### Permission Denied Errors
|
||||
```bash
|
||||
# If you get permission errors with Docker
|
||||
sudo usermod -aG docker $USER
|
||||
newgrp docker
|
||||
|
||||
# If import directory has permission issues
|
||||
sudo chown -R $USER:$USER imports/
|
||||
chmod 755 imports/
|
||||
```
|
||||
|
||||
### Docker Out of Space
|
||||
```bash
|
||||
# Clean up unused containers, images, volumes
|
||||
docker system prune -a
|
||||
|
||||
# Remove only dangling images
|
||||
docker image prune
|
||||
```
|
||||
|
||||
### Services Won't Start
|
||||
```bash
|
||||
# Check Docker is running
|
||||
sudo systemctl status docker
|
||||
sudo systemctl start docker
|
||||
|
||||
# Check logs for errors
|
||||
docker-compose logs
|
||||
|
||||
# Rebuild from scratch
|
||||
docker-compose down -v
|
||||
docker-compose up -d --build
|
||||
```
|
||||
|
||||
### Cannot Access from Other Computers
|
||||
```bash
|
||||
# Check firewall
|
||||
sudo ufw status
|
||||
sudo firewall-cmd --list-all
|
||||
|
||||
# Check if services are listening on all interfaces
|
||||
sudo netstat -tlnp | grep 3000
|
||||
# Should show 0.0.0.0:3000, not 127.0.0.1:3000
|
||||
|
||||
# Update CORS in .env
|
||||
nano .env
|
||||
# Add your server IP to CORS_ORIGINS
|
||||
```
|
||||
|
||||
## Production Deployment (Optional)
|
||||
|
||||
### Use Docker Compose in Production Mode
|
||||
|
||||
Create `docker-compose.prod.yml`:
|
||||
|
||||
```yaml
|
||||
version: '3.8'
|
||||
|
||||
services:
|
||||
postgres:
|
||||
restart: always
|
||||
|
||||
backend:
|
||||
restart: always
|
||||
environment:
|
||||
- POSTGRES_PASSWORD=${POSTGRES_PASSWORD} # Use strong password
|
||||
|
||||
frontend:
|
||||
restart: always
|
||||
```
|
||||
|
||||
Start with:
|
||||
```bash
|
||||
docker-compose -f docker-compose.yml -f docker-compose.prod.yml up -d
|
||||
```
|
||||
|
||||
### Set Up as System Service (Systemd)
|
||||
|
||||
Create `/etc/systemd/system/fidelity-tracker.service`:
|
||||
|
||||
```ini
|
||||
[Unit]
|
||||
Description=myFidelityTracker
|
||||
Requires=docker.service
|
||||
After=docker.service
|
||||
|
||||
[Service]
|
||||
Type=oneshot
|
||||
RemainAfterExit=yes
|
||||
WorkingDirectory=/home/YOUR_USER/fidelity
|
||||
ExecStart=/usr/bin/docker-compose up -d
|
||||
ExecStop=/usr/bin/docker-compose down
|
||||
TimeoutStartSec=0
|
||||
|
||||
[Install]
|
||||
WantedBy=multi-user.target
|
||||
```
|
||||
|
||||
Enable and start:
|
||||
```bash
|
||||
sudo systemctl daemon-reload
|
||||
sudo systemctl enable fidelity-tracker
|
||||
sudo systemctl start fidelity-tracker
|
||||
sudo systemctl status fidelity-tracker
|
||||
```
|
||||
|
||||
### Enable HTTPS with Nginx Reverse Proxy
|
||||
|
||||
Install Nginx:
|
||||
```bash
|
||||
sudo apt-get install nginx certbot python3-certbot-nginx
|
||||
```
|
||||
|
||||
Configure `/etc/nginx/sites-available/fidelity`:
|
||||
```nginx
|
||||
server {
|
||||
listen 80;
|
||||
server_name your-domain.com;
|
||||
|
||||
location / {
|
||||
proxy_pass http://localhost:3000;
|
||||
proxy_http_version 1.1;
|
||||
proxy_set_header Upgrade $http_upgrade;
|
||||
proxy_set_header Connection 'upgrade';
|
||||
proxy_set_header Host $host;
|
||||
proxy_cache_bypass $http_upgrade;
|
||||
}
|
||||
|
||||
location /api {
|
||||
proxy_pass http://localhost:8000;
|
||||
proxy_set_header Host $host;
|
||||
proxy_set_header X-Real-IP $remote_addr;
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
Enable and get SSL:
|
||||
```bash
|
||||
sudo ln -s /etc/nginx/sites-available/fidelity /etc/nginx/sites-enabled/
|
||||
sudo nginx -t
|
||||
sudo systemctl restart nginx
|
||||
sudo certbot --nginx -d your-domain.com
|
||||
```
|
||||
|
||||
### Backup Database
|
||||
|
||||
```bash
|
||||
# Create backup script
|
||||
cat > backup-db.sh << 'EOF'
|
||||
#!/bin/bash
|
||||
DATE=$(date +%Y%m%d_%H%M%S)
|
||||
docker-compose exec -T postgres pg_dump -U fidelity fidelitytracker > backup_$DATE.sql
|
||||
gzip backup_$DATE.sql
|
||||
echo "Backup created: backup_$DATE.sql.gz"
|
||||
EOF
|
||||
|
||||
chmod +x backup-db.sh
|
||||
|
||||
# Run backup
|
||||
./backup-db.sh
|
||||
|
||||
# Schedule with cron (daily at 2 AM)
|
||||
crontab -e
|
||||
# Add: 0 2 * * * /home/YOUR_USER/fidelity/backup-db.sh
|
||||
```
|
||||
|
||||
## Security Best Practices
|
||||
|
||||
1. **Change default passwords** in `.env`
|
||||
2. **Use firewall** to restrict access
|
||||
3. **Enable HTTPS** for production
|
||||
4. **Regular backups** of database
|
||||
5. **Keep Docker updated**: `sudo apt-get update && sudo apt-get upgrade`
|
||||
6. **Monitor logs** for suspicious activity
|
||||
7. **Use strong passwords** for PostgreSQL
|
||||
8. **Don't expose ports** to the internet unless necessary
|
||||
|
||||
## Performance Optimization
|
||||
|
||||
### Increase Docker Resources
|
||||
|
||||
Edit `/etc/docker/daemon.json`:
|
||||
```json
|
||||
{
|
||||
"log-driver": "json-file",
|
||||
"log-opts": {
|
||||
"max-size": "10m",
|
||||
"max-file": "3"
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
Restart Docker:
|
||||
```bash
|
||||
sudo systemctl restart docker
|
||||
```
|
||||
|
||||
### Monitor Resources
|
||||
|
||||
```bash
|
||||
# Container resource usage
|
||||
docker stats
|
||||
|
||||
# System resources
|
||||
htop
|
||||
free -h
|
||||
df -h
|
||||
```
|
||||
|
||||
## Summary
|
||||
|
||||
Your app is now running on Linux! The main differences from macOS:
|
||||
- Use `start-linux.sh` instead of `start.sh`
|
||||
- Configure firewall for remote access
|
||||
- CORS needs your server IP
|
||||
- Use `systemctl` for Docker management
|
||||
|
||||
The application itself runs identically - Docker handles all the platform differences.
|
||||
|
||||
---
|
||||
|
||||
**Questions?** Check the main README.md or run `docker-compose logs` to diagnose issues.
|
||||
Reference in New Issue
Block a user