trading_bot_v4/HA_SETUP_ROADMAP.md

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