Add homelab ops handoff doc after PR #1 merge to main.

Documents LXC 236 state, cron/email setup, deploy workflow, and prioritized next steps for the follow-up agent.

.dockerignore

@@ -45,7 +45,6 @@ logs/
 .DS_Store
 Thumbs.db
 
-# Docs (optional - include if you want them in container)
+# Docs (keep README.md — required by pyproject.toml / Docker build)
 docs/
-*.md
 

.github/workflows/ci.yml

@@ -9,8 +9,7 @@ on:
 jobs:
   lint-and-test:
     runs-on: ubuntu-latest
-    container:
+    # No job container: actions/checkout@v4 needs Node (act_runner fails in python-only images)
-      image: python:3.11-bullseye
 
     services:
       postgres:
@@ -29,24 +28,20 @@ jobs:
       - name: Check out code
         uses: actions/checkout@v4
 
-      - name: Install system dependencies
+      - name: Set up Python venv
         run: |
-          apt-get update
+          python3 -m venv .venv
-          apt-get install -y postgresql-client
+          .venv/bin/pip install --upgrade pip
-
+          .venv/bin/pip install -e ".[dev]"
-      - name: Install Python dependencies
-        run: |
-          pip install --upgrade pip
-          pip install -e ".[dev]"
 
       - name: Run linters
         run: |
           echo "Running ruff..."
-          ruff check src/ tests/ || true
+          .venv/bin/ruff check src/ tests/ || true
           echo "Running black check..."
-          black --check src/ tests/ || true
+          .venv/bin/black --check src/ tests/ || true
           echo "Running mypy..."
-          mypy src/ --install-types --non-interactive || true
+          .venv/bin/mypy src/ --install-types --non-interactive || true
 
       - name: Run tests with coverage
         env:
@@ -57,40 +52,38 @@ jobs:
           SMTP_PASSWORD: ${{ secrets.SMTP_PASSWORD || 'dummy' }}
           FROM_EMAIL: ${{ secrets.FROM_EMAIL || 'test@example.com' }}
         run: |
-          pytest tests/ -v --cov=src/pote --cov-report=term --cov-report=xml
+          .venv/bin/pytest tests/ -v --cov=src/pote --cov-report=term --cov-report=xml
 
       - name: Test scripts
         env:
           DATABASE_URL: postgresql://poteuser:${{ secrets.DB_PASSWORD || 'testpass123' }}@postgres:5432/potedb_test
         run: |
           echo "Testing database migrations..."
-          alembic upgrade head
+          .venv/bin/alembic upgrade head
           echo "Testing price loader..."
-          python scripts/fetch_sample_prices.py || true
+          .venv/bin/python scripts/fetch_sample_prices.py || true
 
   security-scan:
     runs-on: ubuntu-latest
-    container:
-      image: python:3.11-bullseye
     steps:
       - name: Check out code
         uses: actions/checkout@v4
 
-      - name: Install dependencies
+      - name: Set up Python venv
         run: |
-          pip install --upgrade pip
+          python3 -m venv .venv
-          pip install safety bandit
+          .venv/bin/pip install --upgrade pip
+          .venv/bin/pip install -e ".[dev]" safety bandit
 
       - name: Run safety check
         run: |
-          pip install -e .
+          .venv/bin/safety check --json || true
-          safety check --json || true
         continue-on-error: true
 
       - name: Run bandit security scan
         run: |
-          bandit -r src/ -f json -o bandit-report.json || true
+          .venv/bin/bandit -r src/ -f json -o bandit-report.json || true
-          bandit -r src/ -f screen
+          .venv/bin/bandit -r src/ -f screen
         continue-on-error: true
 
   dependency-scan:
@@ -114,20 +107,10 @@ jobs:
       - name: Check out code
         uses: actions/checkout@v4
 
-      - name: Set up Docker Buildx
+      - name: Build and test Docker image
-        uses: docker/setup-buildx-action@v3
-
-      - name: Build Docker image
-        uses: docker/build-push-action@v5
-        with:
-          context: .
-          push: false
-          tags: pote:test
-          cache-from: type=gha
-          cache-to: type=gha,mode=max
-
-      - name: Test Docker image
         run: |
+          # Plain docker build — buildx images are not visible to act_runner's docker run
+          docker build -t pote:test .
           docker run --rm pote:test python -c "import pote; print('POTE import successful')"
 
   workflow-summary:

EMAIL_SETUP.md

@@ -1,18 +1,18 @@
-# Email Setup for levkin.ca
+# Email Setup for levkine.ca (Mailcow)
 
-Your POTE system is configured to use `test@levkin.ca` for sending reports.
+Homelab POTE sends via Mailcow **`mail.levkine.ca`** using the shared **`alerts@levkine.ca`** mailbox (same as Kuma/Beszel). See ansible `docs/guides/smtp-inventory.md`.
 
 ## ✅ Configuration Done
 
 The `.env` file has been created with these settings:
 
 ```env
-SMTP_HOST=mail.levkin.ca
+SMTP_HOST=10.0.10.132
 SMTP_PORT=587
-SMTP_USER=test@levkin.ca
+SMTP_USER=alerts@levkine.ca
 SMTP_PASSWORD=YOUR_MAILBOX_PASSWORD_HERE
-FROM_EMAIL=test@levkin.ca
+FROM_EMAIL=alerts@levkine.ca
-REPORT_RECIPIENTS=test@levkin.ca
+REPORT_RECIPIENTS=idobkin@gmail.com
 ```
 
 ## 🔑 Next Steps

README.md

@@ -30,6 +30,8 @@ POTE tracks stock trading activity of government officials (starting with U.S. C
 
 **📧 Want automated reports?** See **[AUTOMATION_QUICKSTART.md](AUTOMATION_QUICKSTART.md)** for email reporting setup!
 
+**🏠 Homelab deploy (LXC 236)?** See **[docs/HANDOFF-2026-05-27.md](docs/HANDOFF-2026-05-27.md)** for ops handoff and next steps.
+
 ### Local Development
 ```bash
 # Install

docs/HANDOFF-2026-05-27.md

@@ -0,0 +1,166 @@
+# POTE homelab handoff — 2026-05-27
+
+**Status:** Production LXC running; PR #1 merged to `main`; CI green on Gitea Actions.  
+**Research only — not investment advice.**
+
+---
+
+## What’s live
+
+| Item | Value |
+|------|--------|
+| Host | LXC **236** `pote` @ **10.0.10.48** (pve10) |
+| App | `/home/poteapp/pote` (venv, **no git clone** — deploy via rsync) |
+| DB | PostgreSQL `pote` / `poteuser` (password rotated; in Ansible vault) |
+| Data | ~55 officials, ~329 trades (30-day live ingest, May 2026) |
+| SMTP | `10.0.10.132` (Mailcow), send as **`alerts@levkine.ca`** |
+| Reports | **`idobkin@gmail.com`** daily 07:00, weekly Sun 08:00 |
+
+### Cron (`crontab -u poteapp -l`)
+
+| Time | Script |
+|------|--------|
+| 06:00 | `fetch_congressional_trades.py --days 7` |
+| 06:15 | `enrich_securities.py` |
+| 06:30 | `monitor_market.py --scan` |
+| 07:00 | `send_daily_report.py --to idobkin@gmail.com` |
+| Sun 08:00 | `send_weekly_report.py --to idobkin@gmail.com` |
+
+### Data source (important)
+
+Legacy **housestockwatcher.com** and S3 buckets are dead/blocked. Ingest uses public JSON from [congress-trading-monitor](https://github.com/kadoa-org/congress-trading-monitor) (~5000 rows cap). Override with env `POTE_HOUSE_DATA_URL` if you add another feed.
+
+---
+
+## Repos & branches
+
+| Repo | Branch | Notes |
+|------|--------|--------|
+| **POTE** | `main` @ `git.levkin.ca/ilia/POTE` | Merged PR #1 — ingest, email, CI, deps |
+| **ansible** | `feature/outline-setup-api` (or `master`) | Inventory, `deploy-pote.sh`, vault — may need merge to homelab default branch |
+
+Local:
+
+```bash
+cd ~/Documents/code/POTE && git checkout main && git pull
+```
+
+---
+
+## Quick access
+
+```bash
+ssh root@10.0.10.48
+su - poteapp
+cd pote && source venv/bin/activate
+
+# Logs
+tail -f ~/logs/daily_report.log
+tail -f ~/logs/trades.log
+
+# Manual run
+python scripts/fetch_congressional_trades.py --days 30
+python scripts/send_daily_report.py --to idobkin@gmail.com --test-smtp
+```
+
+Deploy code from laptop (preserves server `.env`):
+
+```bash
+cd ~/Documents/code/ansible
+make deploy-pote
+# or: RUN_FETCH=1 make deploy-pote
+```
+
+---
+
+## Ansible / homelab inventory
+
+Already wired (ansible repo):
+
+- `inventories/production/hosts` — `pote` @ `.48`, VMID 236
+- `docs/guides/host-list.md` — LXC 236 row
+- `scripts/beszel-install-agents.sh` — `pote-236`
+- `scripts/deploy-pote.sh`, `make deploy-pote`
+- `scripts/vault-update-pote.py`, `make vault-update-pote`
+- `docs/guides/smtp-inventory.md` — POTE uses `alerts@levkine.ca`
+- Vault: `vault_pote_db_password_prod`, `vault_pote_smtp_password`
+
+```bash
+make vault-export-env
+make beszel-install-agents BESZEL_ONLY=pote-236   # if agent not yet installed
+```
+
+---
+
+## Verify after first automated day
+
+1. **07:00+** — Email in Gmail (From: `alerts@levkine.ca`, subject `POTE Daily Report - YYYY-MM-DD`). Check spam once.
+2. **Logs** — `~/logs/daily_report.log`, `trades.log` — no tracebacks.
+3. **DB growth** — trade count should tick up on weekdays:
+
+   ```bash
+   su - poteapp -c 'cd pote && source venv/bin/activate && python -c "
+   from sqlalchemy import func, select
+   from pote.db import SessionLocal
+   from pote.db.models import Trade, Official
+   with SessionLocal() as s:
+       print(\"trades\", s.scalar(select(func.count(Trade.id))))
+       print(\"officials\", s.scalar(select(func.count(Official.id))))
+   "'
+   ```
+
+---
+
+## Next steps (priority order)
+
+### Soon
+
+- [ ] **Sync server to `main`** — `make deploy-pote` from laptop (server was rsync’d pre-merge; safe to refresh).
+- [ ] **Confirm first cron email** — tomorrow 07:00 server time; fix via `crontab -e` / `.env` `REPORT_RECIPIENTS` if needed.
+- [ ] **Beszel agent** — `make beszel-install-agents BESZEL_ONLY=pote-236` if not done.
+- [ ] **Proxmox backup** — schedule backup for LXC 236 on pve10.
+- [ ] **Merge ansible branch** — homelab inventory/deploy scripts if still on `feature/outline-setup-api`.
+
+### Optional enhancements
+
+- [ ] **Dedicated mailbox** — e.g. `pote@levkine.ca` in Mailcow instead of shared `alerts@` ([smtp-inventory.md](https://git.levkin.ca/ilia/ansible/src/branch/master/docs/guides/smtp-inventory.md) in ansible repo).
+- [ ] **Git deploy on LXC** — clone `gitea@git.levkin.ca:ilia/POTE.git` + deploy key; replace rsync-only workflow.
+- [ ] **UniFi DNS** — `mail.levkine.ca` → `10.0.10.132` so `.env` can use hostname instead of raw IP ([unifi-static-dhcp.md](https://git.levkin.ca/ilia/ansible/src/branch/master/docs/guides/unifi-static-dhcp.md)).
+- [ ] **Full history ingest** — kadoa JSON is capped; add second source (capitol-api, Clerk scrape) for backfill.
+- [ ] **Kuma monitor** — LAN HTTP health script or SSH check (no public URL).
+- [ ] **Mattermost / webhook alerts** — not implemented; email only today.
+
+### Not planned (unless you want them)
+
+- Public URL / Caddy vhost (LAN-only by design)
+- Investment signals exposed as advice (research descriptors only)
+
+---
+
+## Known issues / caveats
+
+| Topic | Detail |
+|-------|--------|
+| **Disclosure lag** | STOCK Act filings appear weeks after trades; reports are descriptive, not timely trading signals. |
+| **Amount ranges** | Disclosure buckets only ($1k–$15k, etc.), not exact sizes. |
+| **Empty tickers** | Some filings skipped when ticker missing. |
+| **CI vs prod** | CI uses venv + Postgres service; prod uses host Postgres — both should pass after merge. |
+| **Gitea deploy workflow** | `.github/workflows/deploy.yml` still references `git pull` on Proxmox; prod uses **rsync** via ansible `deploy-pote.sh`. |
+
+---
+
+## Related docs
+
+| Doc | Purpose |
+|-----|---------|
+| [EMAIL_SETUP.md](../EMAIL_SETUP.md) | SMTP / Mailcow / levkine.ca |
+| [AUTOMATION_QUICKSTART.md](../AUTOMATION_QUICKSTART.md) | Cron + reports |
+| [PROXMOX_QUICKSTART.md](../PROXMOX_QUICKSTART.md) | Original LXC provisioning |
+| Ansible `docs/guides/projects-handoff-2026-05-26.md` | Multi-project homelab context |
+| Ansible `docs/guides/smtp-inventory.md` | Mailboxes |
+
+---
+
+## One-line summary
+
+**POTE on 10.0.10.48 ingests public congressional trades daily, emails a research summary to Gmail at 07:00, and is maintained via `main` + `make deploy-pote` — verify tomorrow’s cron email, then Beszel, backups, and optional data-source expansion.**

pyproject.toml

@@ -18,8 +18,10 @@ dependencies = [
     "pydantic-settings>=2.0",
     "python-dotenv>=1.0",
     "requests>=2.31",
+    "httpx>=0.27",
     "pandas>=2.0",
     "numpy>=1.24",
+    "scikit-learn>=1.3",
     "yfinance>=0.2",
     "psycopg2-binary>=2.9",
 ]

scripts/fetch_congressional_trades.py

@@ -28,8 +28,8 @@ def main():
 
     args = parser.parse_args()
 
-    logger.info("=== Fetching Congressional Trades from House Stock Watcher ===")
+    logger.info("=== Fetching Congressional Trades (public STOCK Act data) ===")
-    logger.info("Source: https://housestockwatcher.com (free, no API key)")
+    logger.info("Source: public JSON feeds (see HouseWatcherClient.data_urls)")
 
     try:
         with HouseWatcherClient() as client:

src/pote/config.py

@@ -30,6 +30,16 @@ class Settings(BaseSettings):
     # Logging
     log_level: str = Field(default="INFO", description="Log level (DEBUG, INFO, WARNING, ERROR)")
 
+    # Email (Mailcow @ mail.levkine.ca — use LAN IP from app LXCs if DNS points public)
+    smtp_host: str = Field(default="mail.levkine.ca", description="SMTP server hostname")
+    smtp_port: int = Field(default=587, description="SMTP port (587 STARTTLS)")
+    smtp_user: str = Field(default="", description="SMTP auth username")
+    smtp_password: str = Field(default="", description="SMTP auth password")
+    from_email: str = Field(default="", description="From address for reports")
+    report_recipients: str = Field(
+        default="", description="Default report recipients (comma-separated)"
+    )
+
     # Application
     app_name: str = "POTE"
     app_version: str = "0.1.0"

src/pote/db/__init__.py

@@ -3,6 +3,7 @@ Database layer: engine, session factory, and base model.
 """
 
 from collections.abc import Generator
+from contextlib import contextmanager
 
 from sqlalchemy import create_engine
 from sqlalchemy.orm import DeclarativeBase, Session, sessionmaker
@@ -26,8 +27,9 @@ class Base(DeclarativeBase):
     pass
 
 
+@contextmanager
 def get_session() -> Generator[Session, None, None]:
-    """Get a database session (use as a context manager or dependency)."""
+    """Get a database session (context manager or FastAPI-style dependency)."""
     session = SessionLocal()
     try:
         yield session

src/pote/ingestion/house_watcher.py

@@ -1,9 +1,12 @@
 """
 House Stock Watcher client for fetching congressional trade data.
-Free, no API key required - scrapes from housestockwatcher.com
+
+Uses public STOCK Act disclosure datasets (no API key). The legacy
+housestockwatcher.com host is often unavailable; we try several mirrors.
 """
 
 import logging
+import os
 from datetime import date, datetime
 from typing import Any
 
@@ -11,16 +14,69 @@ import httpx
 
 logger = logging.getLogger(__name__)
 
+def _default_data_urls() -> tuple[str, ...]:
+    override = os.environ.get("POTE_HOUSE_DATA_URL", "").strip()
+    if override:
+        return (override,)
+    return (
+        "https://raw.githubusercontent.com/kadoa-org/congress-trading-monitor/main/public/data/trades.json",
+        "https://housestockwatcher.com/api/all_transactions",
+        "https://house-stock-watcher-data.s3-us-west-2.amazonaws.com/data/all_transactions.json",
+    )
+
+
+DEFAULT_DATA_URLS: tuple[str, ...] = _default_data_urls()
+
+
+def _ascii_safe(text: str | None) -> str:
+    """Normalize text for DB fields that may use ASCII-only client encoding."""
+    if not text:
+        return ""
+    return text.replace("\u00b7", "-").replace("·", "-").strip()
+
+
+def _party_label(code: str | None) -> str:
+    if not code:
+        return ""
+    mapping = {"D": "Democrat", "R": "Republican", "I": "Independent"}
+    return mapping.get(code.strip().upper(), code.strip())
+
+
+def normalize_transaction_record(raw: dict[str, Any]) -> dict[str, Any]:
+    """
+    Map a raw disclosure record to the House Stock Watcher field names
+    expected by TradeLoader.
+    """
+    if "representative" in raw and "disclosure_date" in raw:
+        return raw
+
+    # Kadoa congress-trading-monitor export
+    if "filer_name" in raw:
+        chamber = (raw.get("chamber") or "").strip().lower()
+        house = "Senate" if chamber == "senate" else "House"
+        return {
+            "representative": raw.get("filer_name", "").strip(),
+            "ticker": (raw.get("ticker") or "").strip(),
+            "transaction_date": raw.get("transaction_date", ""),
+            "disclosure_date": raw.get("filing_date", ""),
+            "transaction": raw.get("transaction_type", ""),
+            "amount": raw.get("amount_range_label", ""),
+            "house": house,
+            "district": _ascii_safe(raw.get("office")),
+            "party": _party_label(raw.get("party")),
+        }
+
+    return raw
+
 
 class HouseWatcherClient:
     """
-    Client for House Stock Watcher API (free, community-maintained).
+    Client for congressional trade JSON feeds (free, community-maintained).
 
-    Data source: https://housestockwatcher.com/
+    Primary source: congress-trading-monitor public dataset on GitHub.
-    No authentication required.
     """
 
-    BASE_URL = "https://housestockwatcher.com/api"
+    data_urls: tuple[str, ...] = DEFAULT_DATA_URLS
 
     def __init__(self, timeout: float = 30.0):
         """
@@ -65,30 +121,31 @@ class HouseWatcherClient:
         Raises:
             httpx.HTTPError: If request fails
         """
-        url = f"{self.BASE_URL}/all_transactions"
+        last_error: Exception | None = None
-        logger.info(f"Fetching transactions from {url}")
+        for url in self.data_urls:
+            if not url:
+                continue
+            logger.info(f"Fetching transactions from {url}")
+            try:
+                response = self._client.get(url)
+                response.raise_for_status()
+                data = response.json()
+                if not isinstance(data, list):
+                    raise ValueError(f"Expected list response, got {type(data)}")
+                data = [normalize_transaction_record(item) for item in data]
+                logger.info(f"Fetched {len(data)} transactions from {url}")
+                if limit:
+                    data = data[:limit]
+                return data
+            except Exception as e:
+                last_error = e
+                logger.warning(f"Failed to fetch from {url}: {e}")
+                continue
 
-        try:
+        logger.error("Failed to fetch congressional trades from all configured URLs")
-            response = self._client.get(url)
+        if last_error:
-            response.raise_for_status()
+            raise last_error
-            data = response.json()
+        raise RuntimeError("No data URLs configured")
-
-            if not isinstance(data, list):
-                raise ValueError(f"Expected list response, got {type(data)}")
-
-            logger.info(f"Fetched {len(data)} transactions from House Stock Watcher")
-
-            if limit:
-                data = data[:limit]
-
-            return data
-
-        except httpx.HTTPError as e:
-            logger.error(f"Failed to fetch from House Stock Watcher: {e}")
-            raise
-        except Exception as e:
-            logger.error(f"Unexpected error fetching transactions: {e}")
-            raise
 
     def fetch_recent_transactions(self, days: int = 30) -> list[dict[str, Any]]:
         """

src/pote/ingestion/trade_loader.py

@@ -45,27 +45,25 @@ class TradeLoader:
 
         for txn in transactions:
             try:
-                # Get or create official
+                with self.session.begin_nested():
-                official, is_new_official = self._get_or_create_official(txn)
+                    official, is_new_official = self._get_or_create_official(txn)
-                if is_new_official:
+                    if is_new_official:
-                    officials_created += 1
+                        officials_created += 1
 
-                # Get or create security
+                    ticker = txn.get("ticker", "").strip().upper()
-                ticker = txn.get("ticker", "").strip().upper()
+                    if not ticker or ticker in ("N/A", "--", ""):
-                if not ticker or ticker in ("N/A", "--", ""):
+                        logger.debug(
-                    logger.debug(
+                            f"Skipping transaction with no ticker: {txn.get('representative')}"
-                        f"Skipping transaction with no ticker: {txn.get('representative')}"
+                        )
-                    )
+                        continue
-                    continue
 
-                security, is_new_security = self._get_or_create_security(ticker)
+                    security, is_new_security = self._get_or_create_security(ticker)
-                if is_new_security:
+                    if is_new_security:
-                    securities_created += 1
+                        securities_created += 1
 
-                # Create trade (upsert)
+                    trade_created = self._upsert_trade(txn, official.id, security.id, source)
-                trade_created = self._upsert_trade(txn, official.id, security.id, source)
+                    if trade_created:
-                if trade_created:
+                        trades_created += 1
-                    trades_created += 1
 
             except Exception as e:
                 logger.error(f"Failed to ingest transaction {txn}: {e}")