POTE/docs/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

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3-Step Setup

Step 1: Add Your Password (30 seconds)

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)

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)

./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

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Deployment to Proxmox (5 minutes)

On Proxmox Host:

# 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:

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

Or manually:

# 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

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Quick Commands

On Deployed Server (SSH)

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

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Email Configuration (.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:

REPORT_RECIPIENTS=test@levkin.ca,user2@example.com,user3@example.com

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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

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Troubleshooting

Email Not Working?

1. Check password in .env

   nano .env  # Verify SMTP_PASSWORD is correct
   

2. Test connection

   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

   telnet mail.levkin.ca 587
   

No Data?

# 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?

# Check cron is installed
crontab -l

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

# Test manually
./scripts/automated_daily_run.sh

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Documentation

Document	Purpose
EMAIL_SETUP.md	Your levkin.ca setup guide
DEPLOYMENT_AND_AUTOMATION.md	Answers all questions
AUTOMATION_QUICKSTART.md	Quick automation guide
PROXMOX_QUICKSTART.md	Proxmox deployment
QUICKSTART.md	Usage guide

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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

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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

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Next Action

Right now (local testing):

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):

ssh poteapp@your-proxmox-ip
cd ~/pote
./scripts/setup_cron.sh

**That's it! **

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Everything is ready - just add your password and test!