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POTE/docs/HANDOFF-2026-05-27.md
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ilia be74902234 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.
2026-07-12 11:24:50 -04:00

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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 (~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:

cd ~/Documents/code/POTE && git checkout main && git pull

Quick access

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):

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
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:

    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 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).
  • 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 SMTP / Mailcow / levkine.ca
AUTOMATION_QUICKSTART.md Cron + reports
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.

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