POTE/docs/AUTOMATION_QUICKSTART.md

POTE Automation Quickstart

Get automated daily/weekly reports in 5 minutes.

Prerequisites

• POTE deployed and working on Proxmox (or any server)
• SSH access to the server
• Email account for sending reports (Gmail recommended)

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Quick Setup

Step 1: Configure Email

SSH to your POTE server:

ssh poteapp@your-proxmox-ip
cd ~/pote

Edit .env and add SMTP settings:

nano .env

Add these lines (for Gmail):

SMTP_HOST=smtp.gmail.com
SMTP_PORT=587
SMTP_USER=your-email@gmail.com
SMTP_PASSWORD=your-app-password
FROM_EMAIL=pote-reports@gmail.com
REPORT_RECIPIENTS=your-email@example.com

Gmail users: Get an App Password at https://myaccount.google.com/apppasswords

Step 2: Test Email

source venv/bin/activate
python scripts/send_daily_report.py --to your-email@example.com --test-smtp

If successful, you should receive a test email!

Step 3: Set Up Automation

Run the interactive setup:

./scripts/setup_cron.sh

Follow the prompts:

1. Enter your email address
2. Choose daily report time (recommend 6 AM)
3. Confirm

That's it!

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What You'll Get

Daily Reports (6 AM)

Includes:

• New congressional trades filed yesterday
• Market alerts (unusual volume, price spikes)
• Suspicious timing detections
• Critical alerts

Weekly Reports (Sunday 8 AM)

Includes:

• Most active officials
• Most traded securities
• Repeat offenders (officials with consistent suspicious timing)
• Pattern analysis

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Verify Setup

Check cron jobs are installed:

crontab -l

You should see:

# POTE Automated Daily Run
0 6 * * * /home/poteapp/pote/scripts/automated_daily_run.sh >> /home/poteapp/logs/daily_run.log 2>&1
# POTE Automated Weekly Run
0 8 * * 0 /home/poteapp/pote/scripts/automated_weekly_run.sh >> /home/poteapp/logs/weekly_run.log 2>&1

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Test Now (Don't Wait)

Run the daily script manually to test:

./scripts/automated_daily_run.sh

Check if email arrived!

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View Logs

# Daily run log
tail -f ~/logs/daily_run.log

# Weekly run log
tail -f ~/logs/weekly_run.log

# Saved reports
ls -lh ~/logs/*.txt
cat ~/logs/daily_report_$(date +%Y%m%d).txt

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Troubleshooting

No Email Received

1. Check spam folder
2. Verify SMTP settings in .env
3. Test connection:

   python scripts/send_daily_report.py --to your-email@example.com --test-smtp
   

Cron Not Running

1. Check logs:

   tail -50 ~/logs/daily_run.log
   

2. Ensure scripts are executable:

   chmod +x scripts/automated_*.sh
   

3. Test manually:

   ./scripts/automated_daily_run.sh
   

Empty Reports

System needs data first. Manually fetch:

source venv/bin/activate
python scripts/fetch_congressional_trades.py
python scripts/enrich_securities.py
python scripts/monitor_market.py --scan

Then try sending a report again.

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Advanced Configuration

Change Report Schedule

Edit crontab:

crontab -e

Cron syntax: minute hour day month weekday command

Examples:

# 9 AM daily
0 9 * * * /home/poteapp/pote/scripts/automated_daily_run.sh >> /home/poteapp/logs/daily_run.log 2>&1

# Twice daily: 6 AM and 6 PM
0 6,18 * * * /home/poteapp/pote/scripts/automated_daily_run.sh >> /home/poteapp/logs/daily_run.log 2>&1

# Weekdays only at 6 AM
0 6 * * 1-5 /home/poteapp/pote/scripts/automated_daily_run.sh >> /home/poteapp/logs/daily_run.log 2>&1

Multiple Recipients

In .env:

REPORT_RECIPIENTS=user1@example.com,user2@example.com,user3@example.com

Disable Email, Keep Logs

Comment out the email step in scripts/automated_daily_run.sh:

# python scripts/send_daily_report.py --to "$REPORT_RECIPIENTS" ...

Reports will still be saved to ~/logs/

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System Health

Check system health anytime:

python scripts/health_check.py

Add to cron for regular health checks:

# Health check every 6 hours
0 */6 * * * /home/poteapp/pote/venv/bin/python /home/poteapp/pote/scripts/health_check.py >> /home/poteapp/logs/health.log 2>&1

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Next Steps

• See full documentation: docs/12_automation_and_reporting.md
• Explore CI/CD pipeline: .github/workflows/ci.yml
• Customize reports: src/pote/reporting/report_generator.py

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**You're all set! POTE will now run automatically and send you daily/weekly reports. **