# Quick Start: Local PostgreSQL Setup

Get your trading system running with a local PostgreSQL database in 5 minutes!

## Prerequisites

- PostgreSQL installed (see [LOCAL_DB_SETUP.md](./LOCAL_DB_SETUP.md) for installation)
- Node.js and npm installed
- CSV files in project root: `OptionsFlow.csv`, `OptionsVolume.csv`, `OptionsOpenInterest.csv`

## Step-by-Step Setup

### 1. Install PostgreSQL (if not already installed)

**Windows:**
- Download from: https://www.postgresql.org/download/windows/
- Install and remember the password you set for `postgres` user

**macOS:**
```bash
brew install postgresql@15
brew services start postgresql@15
```

**Linux:**
```bash
sudo apt install postgresql postgresql-contrib
sudo systemctl start postgresql
```

### 2. Configure Environment

Create `backend/.env` file:

```env
USE_LOCAL_DB=true
LOCAL_DB_HOST=localhost
LOCAL_DB_PORT=5432
LOCAL_DB_USER=postgres
LOCAL_DB_PASSWORD=your_postgres_password
LOCAL_DB_NAME=institutional_trader

PORT=3010
NODE_ENV=development
CORS_ORIGIN=http://localhost:5173
```

**Important:** Replace `your_postgres_password` with your actual PostgreSQL password.

### 3. Set Up Database

```bash
cd backend
npm install
npm run setup-local-db
```

This creates:
- ✅ Database `institutional_trader`
- ✅ All necessary tables
- ✅ Indexes for performance

### 4. Import CSV Files

```bash
npm run import-csv
```

This imports:
- ✅ OptionsFlow.csv → OptionsFlow_monthly table
- ✅ OptionsVolume.csv → OptionsVolume table  
- ✅ OptionsOpenInterest.csv → OptionsOpenInterest table

### 5. Start Server

```bash
npm run dev
```

You should see:
```
📦 Using local PostgreSQL database
✅ Database connection successful (PostgreSQL direct)
🚀 Server running on http://localhost:3010
```

## Verify Everything Works

1. **Check database connection:**
   - Server should show: `✅ Database connection successful`

2. **Test API endpoint:**
   ```bash
   curl http://localhost:3010/api/options/flow?startDate=2024-12-10&endDate=2024-12-10
   ```

3. **Check data was imported:**
   ```sql
   -- Connect to database
   psql -U postgres -d institutional_trader
   
   -- Check record counts
   SELECT COUNT(*) FROM "OptionsFlow_monthly";
   SELECT COUNT(*) FROM "OptionsVolume";
   SELECT COUNT(*) FROM "OptionsOpenInterest";
   ```

## Troubleshooting

### "Cannot connect to PostgreSQL"

1. Check PostgreSQL is running:
   ```bash
   # Windows: Check Services
   # macOS
   brew services list
   # Linux
   sudo systemctl status postgresql
   ```

2. Start PostgreSQL if needed:
   ```bash
   # macOS
   brew services start postgresql@15
   # Linux
   sudo systemctl start postgresql
   ```

### "password authentication failed"

- Verify password in `.env` matches your PostgreSQL password
- Try connecting manually: `psql -U postgres -h localhost`

### "database does not exist"

- Run setup again: `npm run setup-local-db`

## Next Steps

✅ Database is set up and running locally
✅ CSV data is imported
✅ Server is running

You can now:
- Test all API endpoints
- Develop new features
- Run queries without quota limits
- Work offline

## Switching Back to Remote Database

When you want to use Supabase again:

1. Update `.env`:
   ```env
   USE_LOCAL_DB=false
   DATABASE_URL=postgresql://postgres:password@host:5432/database
   ```

2. Restart server

The system automatically detects which database to use based on your `.env` configuration.