POTE/QUICK_SETUP_CARD.md

# 🚀 POTE Quick Setup Card

## 📍 Your Configuration

**Email Server:** `mail.levkin.ca`  
**Email Account:** `test@levkin.ca`  
**Database:** PostgreSQL (configured)  
**Status:** ✅ Ready for deployment

---

## ⚡ 3-Step Setup

### Step 1: Add Your Password (30 seconds)

```bash
nano .env
# Find: SMTP_PASSWORD=YOUR_MAILBOX_PASSWORD_HERE
# Replace with your actual mailbox password
# Save: Ctrl+X, Y, Enter
```

### Step 2: Test Email (1 minute)

```bash
source venv/bin/activate
python scripts/send_daily_report.py --to test@levkin.ca --test-smtp
```

✅ **Check test@levkin.ca inbox** - you should receive a test email!

### Step 3: Automate (2 minutes)

```bash
./scripts/setup_cron.sh
# Follow prompts, confirm email: test@levkin.ca
# Choose time: 6 AM (recommended)
```

**Done!** 🎉 You'll now receive:
- Daily reports at 6 AM
- Weekly reports on Sundays

---

## 📦 Deployment to Proxmox (5 minutes)

### On Proxmox Host:

```bash
# Create LXC container (Debian 12)
# Name: pote
# IP: 10.0.10.95 (or your choice)
# Resources: 2 CPU, 4GB RAM, 20GB disk
```

### Inside LXC Container:

```bash
# Run automated setup
curl -o setup.sh https://raw.githubusercontent.com/YOUR_REPO/pote/main/scripts/proxmox_setup.sh
bash setup.sh
```

Or manually:

```bash
# Clone repo
git clone YOUR_REPO_URL pote
cd pote

# Copy and configure .env
cp .env.example .env
nano .env  # Add password

# Run setup
bash scripts/proxmox_setup.sh
```

---

## 🔍 Quick Commands

### On Deployed Server (SSH)

```bash
ssh poteapp@10.0.10.95  # or your IP
cd ~/pote
source venv/bin/activate

# Check health
python scripts/health_check.py

# Manual data fetch
python scripts/fetch_congressional_trades.py
python scripts/monitor_market.py --scan

# Manual report (test)
python scripts/send_daily_report.py --to test@levkin.ca

# View logs
tail -f ~/logs/daily_run.log
ls -lh ~/logs/*.txt
```

---

## 📧 Email Configuration (.env)

```env
SMTP_HOST=mail.levkin.ca
SMTP_PORT=587
SMTP_USER=test@levkin.ca
SMTP_PASSWORD=your_password_here
FROM_EMAIL=test@levkin.ca
REPORT_RECIPIENTS=test@levkin.ca
```

**Multiple recipients:**
```env
REPORT_RECIPIENTS=test@levkin.ca,user2@example.com,user3@example.com
```

---

## 📊 What You'll Receive

### Daily Report (6 AM)
```
✅ New congressional trades
✅ Market alerts (unusual activity)
✅ Suspicious timing detections
✅ Summary statistics
```

### Weekly Report (Sunday 8 AM)
```
✅ Most active officials
✅ Most traded securities
✅ Repeat offenders
✅ Pattern analysis
```

---

## 🔧 Troubleshooting

### Email Not Working?

1. **Check password in .env**
   ```bash
   nano .env  # Verify SMTP_PASSWORD is correct
   ```

2. **Test connection**
   ```bash
   python scripts/send_daily_report.py --to test@levkin.ca --test-smtp
   ```

3. **Check spam folder** in test@levkin.ca

4. **Verify port 587 is open**
   ```bash
   telnet mail.levkin.ca 587
   ```

### No Data?

```bash
# Manually fetch data
python scripts/fetch_congressional_trades.py
python scripts/enrich_securities.py
python scripts/monitor_market.py --scan

# Check health
python scripts/health_check.py
```

### Cron Not Running?

```bash
# Check cron is installed
crontab -l

# View logs
tail -50 ~/logs/daily_run.log

# Test manually
./scripts/automated_daily_run.sh
```

---

## 📚 Documentation

| Document | Purpose |
|----------|---------|
| **[EMAIL_SETUP.md](EMAIL_SETUP.md)** | ⭐ Your levkin.ca setup guide |
| **[DEPLOYMENT_AND_AUTOMATION.md](DEPLOYMENT_AND_AUTOMATION.md)** | ⭐ Answers all questions |
| **[AUTOMATION_QUICKSTART.md](AUTOMATION_QUICKSTART.md)** | Quick automation guide |
| **[PROXMOX_QUICKSTART.md](PROXMOX_QUICKSTART.md)** | Proxmox deployment |
| **[QUICKSTART.md](QUICKSTART.md)** | Usage guide |

---

## ✅ Checklist

**Local Development:**
- [ ] `.env` file created with password
- [ ] `make install` completed
- [ ] Email test successful
- [ ] Tests passing (`make test`)

**Proxmox Deployment:**
- [ ] LXC container created
- [ ] POTE deployed (via `proxmox_setup.sh`)
- [ ] `.env` copied with password
- [ ] Email test successful on server
- [ ] Automation setup (`./scripts/setup_cron.sh`)
- [ ] First report received

**Verification:**
- [ ] Daily report received at 6 AM
- [ ] Weekly report received Sunday
- [ ] Reports also in `~/logs/`
- [ ] Health check passing

---

## 🎯 Your Current Status

✅ **Code:** Complete (93 tests passing)  
✅ **Monitoring:** 3-phase system operational  
✅ **CI/CD:** Pipeline ready (.github/workflows/ci.yml)  
✅ **Email:** Configured for test@levkin.ca  
⏳ **Deployment:** Ready to deploy to Proxmox  
⏳ **Automation:** Ready to set up with `setup_cron.sh`

---

## 🚀 Next Action

**Right now (local testing):**
```bash
cd /home/user/Documents/code/pote
nano .env  # Add your password
source venv/bin/activate
python scripts/send_daily_report.py --to test@levkin.ca --test-smtp
```

**After deployment (on Proxmox):**
```bash
ssh poteapp@your-proxmox-ip
cd ~/pote
./scripts/setup_cron.sh
```

**That's it! 🎉**

---

**Everything is ready - just add your password and test!** 📧