# High Availability Setup Roadmap

**Status:** 🎯 FUTURE  
**Priority:** Medium  
**Estimated Effort:** 2-3 days full implementation  
**Dependencies:** Stable production system, consistent profitability

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## Current State (Nov 19, 2025)

✅ **Warm Standby Ready:**
- Secondary server at `root@72.62.39.24` with rsync'd code
- Can manually failover in 10-15 minutes if primary fails
- Single-server operation prevents duplicate trades

❌ **Not Automated:**
- Manual DNS/webhook updates required
- No automatic failover detection
- No reverse proxy/load balancer setup

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## Phase 1: Warm Standby Maintenance (CURRENT)

**Goal:** Keep secondary server ready for manual failover

**Tasks:**
- [ ] Daily rsync from primary to secondary (automated)
- [ ] Weekly startup test on secondary (verify working)
- [ ] Document manual failover procedure
- [ ] Test database restore on secondary

**Acceptance Criteria:**
- Can start secondary and verify trading bot works within 5 minutes
- Secondary has code/config updated within 24 hours of primary
- Clear runbook for emergency failover

**Timeline:** 1 day setup + ongoing maintenance

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## Phase 2: Database Replication (NEXT)

**Goal:** Zero data loss on failover

**Tasks:**
- [ ] Setup PostgreSQL streaming replication
- [ ] Configure replication user and permissions
- [ ] Test replica lag monitoring
- [ ] Automate replica promotion on failover

**Acceptance Criteria:**
- Secondary database max 5 seconds behind primary
- Trade history preserved during failover
- Automatic replica promotion script tested

**Timeline:** 2-3 days

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## Phase 3: Health Monitoring & Alerts (NEXT)

**Goal:** Know when primary fails, prepare for manual intervention

**Tasks:**
- [ ] Deploy healthcheck script on both servers
- [ ] Setup monitoring dashboard (Grafana/simple webpage)
- [ ] Telegram alerts for primary failures
- [ ] Create failover decision flowchart

**Acceptance Criteria:**
- Telegram alert within 60 seconds of primary failure
- Dashboard shows primary/secondary status
- Clear steps for manual failover documented

**Timeline:** 1-2 days

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## Phase 4: Reverse Proxy + Floating IP (FUTURE)

**Goal:** Automatic traffic routing to active server

**Options:**

### Option A: Floating IP (Simplest)
- Use cloud provider's floating IP (DigitalOcean, AWS EIP)
- IP automatically moves between servers
- Requires: Cloud infrastructure, not bare metal

### Option B: DNS-based Failover
- Use DNS provider with health checks (Cloudflare, Route53)
- Automatic DNS updates on failure
- 1-5 minute TTL delay for propagation

### Option C: Reverse Proxy
- HAProxy or nginx in front of both servers
- Health checks route to active server
- Requires: Third server for proxy (single point of failure)

**Tasks:**
- [ ] Evaluate infrastructure options (cloud vs bare metal)
- [ ] Choose failover mechanism (Floating IP vs DNS vs Proxy)
- [ ] Implement automatic traffic routing
- [ ] Test failover scenarios (primary crash, network partition)

**Acceptance Criteria:**
- 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

**Timeline:** 3-5 days (depends on option chosen)

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## Phase 5: Automated Failover Controller (FUTURE)

**Goal:** Fully autonomous HA system

**Tasks:**
- [ ] Deploy failover controller on secondary
- [ ] Configure automatic container startup on failure detection
- [ ] Implement split-brain prevention
- [ ] Test recovery scenarios (primary comes back online)
- [ ] Setup automatic database sync on recovery

**Acceptance Criteria:**
- Secondary automatically activates within 60 seconds of primary failure
- Primary automatically resumes when recovered
- No manual intervention required for 99% of failures
- Telegram notifications for all state changes

**Timeline:** 2-3 days

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## Phase 6: Geographic Redundancy (DISTANT FUTURE)

**Goal:** Multi-region deployment for global reliability

**Considerations:**
- Secondary in different geographic region (US vs EU)
- Protects against regional outages
- Lower latency for global users
- Requires: More complex routing, higher costs

**Timeline:** 1+ weeks

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## Decision Gates

**Proceed to Phase 2+ when:**
- Trading system profitable for 3+ consecutive months
- Capital > $10,000 (downtime = significant money loss)
- User frequently unavailable (travel, sleep schedule, etc.)
- Primary server has experienced 2+ unplanned outages

**Stay in Phase 1 when:**
- System still in testing/optimization phase
- User can manually intervene within 30 minutes most of the time
- Capital < $5,000 (manual failover acceptable)
- Primary server stable (99%+ uptime)

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## Cost-Benefit Analysis

### Current State (Warm Standby)
- **Cost:** ~$10-20/month for secondary server
- **Benefit:** 10-15 min manual failover vs hours of setup from scratch
- **ROI:** Good - cheap insurance

### Full HA (All Phases)
- **Cost:** ~$50-100/month (servers, floating IP, monitoring)
- **Time:** 1-2 weeks of development
- **Benefit:** 99.9% uptime, automatic failover, peace of mind
- **ROI:** Only worth it when trading capital justifies the cost

### Break-Even Point
- If trading $10k+ capital at 15% monthly returns = $1,500/month
- 1 hour downtime = ~$2 lost opportunity
- 24 hour downtime = ~$50 lost + potential missed exit = $100-500 risk
- HA pays for itself after 1-2 major outages

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## Current Recommendation (Nov 19, 2025)

**Stay in Phase 1** (Warm Standby) because:
- Capital still under $1,000
- System in active optimization (indicator testing, quality tuning)
- User available for manual intervention most of the time
- Primary server stable

**Revisit in Q1 2026** when:
- Capital reaches $5,000+ (Phase 2 target)
- System proven profitable over 3+ months
- Trading strategy stabilized (v8 indicator validated)

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## Related Files

- `/home/icke/traderv4/ha-setup/` - HA scripts (created but not deployed)
- `TRADING_GOALS.md` - Financial roadmap (HA aligns with Phase 4-5)
- `OPTIMIZATION_MASTER_ROADMAP.md` - System improvements (HA is infrastructure)

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## Notes

- **Manual failover is acceptable for now** - 10-15 min downtime won't cause financial loss at current scale
- **Focus on profitability first** - HA is luxury when system isn't making consistent money yet
- **Complexity vs benefit** - Full HA adds operational overhead that may not be worth it yet
- **Revisit quarterly** - As capital grows, HA becomes more important