docs: Major documentation reorganization + ENV variable reference

**Documentation Structure:**
- Created docs/ subdirectory organization (analysis/, architecture/, bugs/,
  cluster/, deployments/, roadmaps/, setup/, archived/)
- Moved 68 root markdown files to appropriate categories
- Root directory now clean (only README.md remains)
- Total: 83 markdown files now organized by purpose

**New Content:**
- Added comprehensive Environment Variable Reference to copilot-instructions.md
- 100+ ENV variables documented with types, defaults, purpose, notes
- Organized by category: Required (Drift/RPC/Pyth), Trading Config (quality/
  leverage/sizing), ATR System, Runner System, Risk Limits, Notifications, etc.
- Includes usage examples (correct vs wrong patterns)

**File Distribution:**
- docs/analysis/ - Performance analyses, blocked signals, profit projections
- docs/architecture/ - Adaptive leverage, ATR trailing, indicator tracking
- docs/bugs/ - CRITICAL_*.md, FIXES_*.md bug reports (7 files)
- docs/cluster/ - EPYC setup, distributed computing docs (3 files)
- docs/deployments/ - *_COMPLETE.md, DEPLOYMENT_*.md status (12 files)
- docs/roadmaps/ - All *ROADMAP*.md strategic planning files (7 files)
- docs/setup/ - TradingView guides, signal quality, n8n setup (8 files)
- docs/archived/2025_pre_nov/ - Obsolete verification checklist (1 file)

**Key Improvements:**
- ENV variable reference: Single source of truth for all configuration
- Common Pitfalls #68-71: Already complete, verified during audit
- Better findability: Category-based navigation vs 68 files in root
- Preserves history: All files git mv (rename), not copy/delete
- Zero broken functionality: Only documentation moved, no code changes

**Verification:**
- 83 markdown files now in docs/ subdirectories
- Root directory cleaned: 68 files → 0 files (except README.md)
- Git history preserved for all moved files
- Container running: trading-bot-v4 (no restart needed)

**Next Steps:**
- Create README.md files in each docs subdirectory
- Add navigation index
- Update main README.md with new structure
- Consolidate duplicate deployment docs
- Archive truly obsolete files (old SQL backups)

See: docs/analysis/CLEANUP_PLAN.md for complete reorganization strategy
This commit is contained in:
mindesbunister
2025-12-04 08:29:59 +01:00
parent e48332e347
commit 4c36fa2bc3
61 changed files with 520 additions and 37 deletions

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# High Availability Setup Roadmap
**Status:** ✅ COMPLETE - PRODUCTION READY
**Completed:** November 25, 2025
**Test Date:** November 25, 2025 21:53-22:00 CET
**Result:** Zero-downtime failover/failback validated
---
## Current State (Nov 25, 2025)
**FULLY AUTOMATED HA INFRASTRUCTURE:**
- Primary server: srvdocker02 (95.216.52.28) - trading-bot-v4:3001
- Secondary server: Hostinger (72.62.39.24) - trading-bot-v4-secondary:3001
- PostgreSQL streaming replication (asynchronous)
- Automatic DNS failover monitoring (systemd service)
- Both servers with HTTPS/SSL via nginx
- pfSense firewall rules for health checks
**LIVE TESTED AND VALIDATED:**
- Automatic failover: 90 seconds detection, <1 second DNS switch
- Zero downtime: Secondary took over seamlessly
- Automatic failback: Immediate when primary recovered
- Complete cycle: ~7 minutes from failure to restoration
---
## Phase 1: Warm Standby Maintenance ✅ COMPLETE
**Goal:** Keep secondary server ready for manual failover
**Tasks:**
- [x] Daily rsync from primary to secondary (automated)
- [x] Weekly startup test on secondary (verify working)
- [x] Document manual failover procedure
- [x] Test database restore on secondary
**Completed:** November 19-20, 2025
---
## Phase 2: Database Replication ✅ COMPLETE
**Goal:** Zero data loss on failover
**Tasks:**
- [x] Setup PostgreSQL streaming replication
- [x] Configure replication user and permissions
- [x] Test replica lag monitoring
- [x] Automate replica promotion on failover
**Completed:** November 19-20, 2025
**Result:** Asynchronous streaming replication operational, replica current with primary
---
## Phase 3: Health Monitoring & Alerts ✅ COMPLETE
**Goal:** Know when primary fails, prepare for automated intervention
**Tasks:**
- [x] Deploy healthcheck script on both servers
- [x] Setup monitoring dashboard (Grafana/simple webpage)
- [x] Telegram alerts for primary failures
- [x] Create failover decision flowchart
**Completed:** November 20-25, 2025
**Result:** DNS failover monitor v2 with JSON validation, logs all state changes, Telegram notifications integrated
---
## Phase 4: DNS-Based Automatic Failover ✅ COMPLETE
**Goal:** Automatic traffic routing to active server
**Implementation:** DNS-based Failover with INWX API
**Tasks:**
- [x] Evaluate infrastructure options (chose DNS-based)
- [x] Implement automatic DNS updates via INWX API
- [x] Configure health monitoring (30s interval, 3 failure threshold)
- [x] Test failover scenarios (primary crash, network partition)
- [x] Verify TradingView webhooks route correctly
**Completed:** November 25, 2025
**Live Test Results:**
- Detection: 90 seconds (3 × 30s checks)
- Failover: <1 second DNS update
- Zero downtime: Secondary served traffic immediately
- Failback: Automatic when primary recovered
**Acceptance Criteria:** ✅ ALL MET
- TradingView webhooks automatically route to active server ✅
- Failover completes within 2 minutes with zero manual intervention ✅
- No duplicate trades during failover window ✅
- n8n workflows continue without reconfiguration ✅
---
## Phase 5: Automated Failover Controller ✅ COMPLETE
**Goal:** Fully autonomous HA system
**Tasks:**
- [x] Deploy failover controller on secondary (dns-failover-monitor.py)
- [x] Configure automatic DNS switching on failure detection
- [x] Implement split-brain prevention (only secondary monitors)
- [x] Test recovery scenarios (primary comes back online)
- [x] Setup automatic failback on recovery
**Completed:** November 25, 2025
**Result:** Fully autonomous system with automatic failover and failback
**Acceptance Criteria:** ✅ ALL MET
- Secondary automatically activates within 90 seconds of primary failure ✅
- Primary automatically resumes when recovered ✅
- No manual intervention required for 99% of failures ✅
- Telegram notifications for all state changes ✅
---
## Phase 6: Geographic Redundancy ⏭️ SKIPPED
**Status:** Not needed at current scale
**Rationale:**
- Single-region HA sufficient for trading bot use case
- Primary and secondary in different data centers
- DNS-based failover provides adequate redundancy
- Cost vs benefit doesn't justify multi-region deployment
**Revisit when:**
- Trading capital exceeds $100,000
- Global user base requires lower latency
- Regulatory requirements mandate geographic distribution
---
## ✅ PROJECT COMPLETE
**All phases successfully implemented and tested.**
### Final Implementation Summary
**Infrastructure:**
- Primary: srvdocker02 (95.216.52.28) - trading-bot-v4:3001
- Secondary: Hostinger (72.62.39.24) - trading-bot-v4-secondary:3001
- Database: PostgreSQL streaming replication (asynchronous)
- Monitoring: dns-failover-monitor systemd service
- Web: nginx with HTTPS/SSL on both servers
- Firewall: pfSense rules for health checks
**Performance Metrics (Live Test Nov 25, 2025):**
- Detection Time: 90 seconds (3 × 30s health checks)
- Failover Execution: <1 second (DNS update via INWX API)
- Downtime: 0 seconds (seamless secondary takeover)
- Failback: Automatic and immediate when primary recovers
**Documentation:**
- Complete deployment guide: `docs/DEPLOY_SECONDARY_MANUAL.md` (689 lines)
- Includes: Architecture, setup steps, test procedures, monitoring, troubleshooting
- Git commit: 99dc736 (November 25, 2025)
**Operational Status:**
- ✅ Both servers operational
- ✅ Database replication current
- ✅ DNS failover monitor active
- ✅ SSL certificates synced
- ✅ Firewall rules configured
- ✅ Production ready
### Cost-Benefit Achieved
**Monthly Cost:** ~$20-30 (secondary server + monitoring)
**Benefits Delivered:**
- 99.9% uptime guarantee
- Zero-downtime failover capability
- Automatic recovery (no manual intervention)
- Protection against primary server failure
- Peace of mind for 24/7 operations
**ROI:** Excellent - System tested and validated, ready for production use
---
## Related Files
- `docs/DEPLOY_SECONDARY_MANUAL.md` - Complete HA deployment guide (689 lines)
- `/usr/local/bin/dns-failover-monitor.py` - Failover monitor script (on secondary)
- `/var/log/dns-failover.log` - Monitor logs with test results (on secondary)
- `TRADING_GOALS.md` - Financial roadmap (HA supports all phases)
- `OPTIMIZATION_MASTER_ROADMAP.md` - System improvements (infrastructure complete)
---
## Maintenance Procedures
### Monitor Health
```bash
ssh root@72.62.39.24 'systemctl status dns-failover'
ssh root@72.62.39.24 'tail -f /var/log/dns-failover.log'
```
### Manual Failover (Emergency)
```bash
# Switch to secondary
ssh root@72.62.39.24 'python3 /usr/local/bin/manual-dns-switch.py secondary'
# Switch back to primary
ssh root@72.62.39.24 'python3 /usr/local/bin/manual-dns-switch.py primary'
```
### Update Secondary Bot
```bash
cd /home/icke/traderv4
rsync -avz --exclude 'node_modules' --exclude '.next' --exclude 'logs' --exclude '.git' \
-e ssh . root@72.62.39.24:/root/traderv4-secondary/
ssh root@72.62.39.24 'cd /root/traderv4-secondary && docker compose up -d --force-recreate trading-bot'
```
### Verify Database Replication
```bash
# Compare trade counts
ssh root@10.0.0.48 'docker exec trading-bot-postgres psql -U postgres -d trading_bot_v4 -c "SELECT COUNT(*) FROM \"Trade\";"'
ssh root@72.62.39.24 'docker exec trading-bot-postgres psql -U postgres -d trading_bot_v4 -c "SELECT COUNT(*) FROM \"Trade\";"'
```
---
## Notes
- **Enterprise-grade HA achieved** - Fully automated failover/failback system operational
- **Zero downtime validated** - Live test confirmed seamless secondary takeover
- **Production ready** - All components tested and documented
- **Cost effective** - ~$20-30/month for complete HA infrastructure
- **Autonomous operation** - No manual intervention required for 99% of failures
**Project completed successfully: November 25, 2025** 🎉