880aae9a77
Created comprehensive HA roadmap with 6 phases: - Phase 1: Warm standby (CURRENT - manual failover) - Phase 2: Database replication - Phase 3: Health monitoring - Phase 4: Reverse proxy + floating IP - Phase 5: Automated failover - Phase 6: Geographic redundancy Includes: - Decision gates based on capital and stability - Cost-benefit analysis - Scripts for healthcheck, failover, DB sync - Recommendation to defer full HA until capital > $5k Secondary server ready at 72.62.39.24 for emergency manual failover. Related: User concern about system uptime, but full HA complexity not justified at current scale (~$600 capital). Revisit in Q1 2026.
219 lines
6.4 KiB
Markdown
219 lines
6.4 KiB
Markdown
# High Availability Setup Roadmap
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**Status:** 🎯 FUTURE
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**Priority:** Medium
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**Estimated Effort:** 2-3 days full implementation
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**Dependencies:** Stable production system, consistent profitability
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---
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## Current State (Nov 19, 2025)
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✅ **Warm Standby Ready:**
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- Secondary server at `root@72.62.39.24` with rsync'd code
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- Can manually failover in 10-15 minutes if primary fails
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- Single-server operation prevents duplicate trades
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❌ **Not Automated:**
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- Manual DNS/webhook updates required
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- No automatic failover detection
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- No reverse proxy/load balancer setup
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---
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## Phase 1: Warm Standby Maintenance (CURRENT)
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**Goal:** Keep secondary server ready for manual failover
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**Tasks:**
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- [ ] Daily rsync from primary to secondary (automated)
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- [ ] Weekly startup test on secondary (verify working)
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- [ ] Document manual failover procedure
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- [ ] Test database restore on secondary
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**Acceptance Criteria:**
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- Can start secondary and verify trading bot works within 5 minutes
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- Secondary has code/config updated within 24 hours of primary
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- Clear runbook for emergency failover
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**Timeline:** 1 day setup + ongoing maintenance
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---
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## Phase 2: Database Replication (NEXT)
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**Goal:** Zero data loss on failover
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**Tasks:**
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- [ ] Setup PostgreSQL streaming replication
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- [ ] Configure replication user and permissions
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- [ ] Test replica lag monitoring
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- [ ] Automate replica promotion on failover
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**Acceptance Criteria:**
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- Secondary database max 5 seconds behind primary
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- Trade history preserved during failover
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- Automatic replica promotion script tested
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**Timeline:** 2-3 days
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---
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## Phase 3: Health Monitoring & Alerts (NEXT)
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**Goal:** Know when primary fails, prepare for manual intervention
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**Tasks:**
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- [ ] Deploy healthcheck script on both servers
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- [ ] Setup monitoring dashboard (Grafana/simple webpage)
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- [ ] Telegram alerts for primary failures
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- [ ] Create failover decision flowchart
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**Acceptance Criteria:**
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- Telegram alert within 60 seconds of primary failure
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- Dashboard shows primary/secondary status
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- Clear steps for manual failover documented
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**Timeline:** 1-2 days
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---
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## Phase 4: Reverse Proxy + Floating IP (FUTURE)
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**Goal:** Automatic traffic routing to active server
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**Options:**
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### Option A: Floating IP (Simplest)
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- Use cloud provider's floating IP (DigitalOcean, AWS EIP)
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- IP automatically moves between servers
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- Requires: Cloud infrastructure, not bare metal
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### Option B: DNS-based Failover
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- Use DNS provider with health checks (Cloudflare, Route53)
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- Automatic DNS updates on failure
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- 1-5 minute TTL delay for propagation
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### Option C: Reverse Proxy
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- HAProxy or nginx in front of both servers
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- Health checks route to active server
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- Requires: Third server for proxy (single point of failure)
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**Tasks:**
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- [ ] Evaluate infrastructure options (cloud vs bare metal)
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- [ ] Choose failover mechanism (Floating IP vs DNS vs Proxy)
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- [ ] Implement automatic traffic routing
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- [ ] Test failover scenarios (primary crash, network partition)
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**Acceptance Criteria:**
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- TradingView webhooks automatically route to active server
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- Failover completes within 2 minutes with zero manual intervention
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- No duplicate trades during failover window
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- n8n workflows continue without reconfiguration
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**Timeline:** 3-5 days (depends on option chosen)
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---
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## Phase 5: Automated Failover Controller (FUTURE)
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**Goal:** Fully autonomous HA system
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**Tasks:**
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- [ ] Deploy failover controller on secondary
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- [ ] Configure automatic container startup on failure detection
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- [ ] Implement split-brain prevention
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- [ ] Test recovery scenarios (primary comes back online)
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- [ ] Setup automatic database sync on recovery
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**Acceptance Criteria:**
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- Secondary automatically activates within 60 seconds of primary failure
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- Primary automatically resumes when recovered
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- No manual intervention required for 99% of failures
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- Telegram notifications for all state changes
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**Timeline:** 2-3 days
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---
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## Phase 6: Geographic Redundancy (DISTANT FUTURE)
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**Goal:** Multi-region deployment for global reliability
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**Considerations:**
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- Secondary in different geographic region (US vs EU)
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- Protects against regional outages
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- Lower latency for global users
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- Requires: More complex routing, higher costs
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**Timeline:** 1+ weeks
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---
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## Decision Gates
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**Proceed to Phase 2+ when:**
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- Trading system profitable for 3+ consecutive months
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- Capital > $10,000 (downtime = significant money loss)
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- User frequently unavailable (travel, sleep schedule, etc.)
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- Primary server has experienced 2+ unplanned outages
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**Stay in Phase 1 when:**
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- System still in testing/optimization phase
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- User can manually intervene within 30 minutes most of the time
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- Capital < $5,000 (manual failover acceptable)
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- Primary server stable (99%+ uptime)
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---
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## Cost-Benefit Analysis
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### Current State (Warm Standby)
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- **Cost:** ~$10-20/month for secondary server
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- **Benefit:** 10-15 min manual failover vs hours of setup from scratch
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- **ROI:** Good - cheap insurance
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### Full HA (All Phases)
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- **Cost:** ~$50-100/month (servers, floating IP, monitoring)
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- **Time:** 1-2 weeks of development
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- **Benefit:** 99.9% uptime, automatic failover, peace of mind
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- **ROI:** Only worth it when trading capital justifies the cost
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### Break-Even Point
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- If trading $10k+ capital at 15% monthly returns = $1,500/month
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- 1 hour downtime = ~$2 lost opportunity
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- 24 hour downtime = ~$50 lost + potential missed exit = $100-500 risk
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- HA pays for itself after 1-2 major outages
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---
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## Current Recommendation (Nov 19, 2025)
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**Stay in Phase 1** (Warm Standby) because:
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- Capital still under $1,000
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- System in active optimization (indicator testing, quality tuning)
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- User available for manual intervention most of the time
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- Primary server stable
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**Revisit in Q1 2026** when:
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- Capital reaches $5,000+ (Phase 2 target)
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- System proven profitable over 3+ months
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- Trading strategy stabilized (v8 indicator validated)
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---
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## Related Files
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- `/home/icke/traderv4/ha-setup/` - HA scripts (created but not deployed)
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- `TRADING_GOALS.md` - Financial roadmap (HA aligns with Phase 4-5)
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- `OPTIMIZATION_MASTER_ROADMAP.md` - System improvements (HA is infrastructure)
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---
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## Notes
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- **Manual failover is acceptable for now** - 10-15 min downtime won't cause financial loss at current scale
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- **Focus on profitability first** - HA is luxury when system isn't making consistent money yet
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- **Complexity vs benefit** - Full HA adds operational overhead that may not be worth it yet
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- **Revisit quarterly** - As capital grows, HA becomes more important
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