institutional-trader/DEPLOYMENT_SUMMARY.md

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# 📋 Deployment Summary
## Files Created for Proxmox Deployment
1. **PROXMOX_DEPLOYMENT.md** - Complete step-by-step deployment guide
2. **DEPLOYMENT_QUICK_START.md** - Quick reference for deployment
3. **deploy.sh** - Automated setup script
4. **backend/database/setup_friend_access.sql** - SQL script for friend database access
## Deployment Overview
### What You Need
- Proxmox server with Ubuntu VM/Container
- Domain name
- Database (Supabase or PostgreSQL)
### Quick Steps
1. **Set up VM/Container in Proxmox**
- Create Ubuntu 22.04/24.04 LXC or VM
- Allocate 4-8GB RAM, 2-4 CPU cores, 20-50GB disk
2. **Run Automated Setup**
```bash
cd /opt
git clone <your-repo> institutional_trader
cd institutional_trader
sudo bash deploy.sh
```
3. **Configure Environment**
- Backend `.env` file
- Frontend `.env.production` file
4. **Set Up Services**
- Create systemd services (see PROXMOX_DEPLOYMENT.md section 6)
- Configure Nginx (see PROXMOX_DEPLOYMENT.md section 7)
- Set up SSL certificates
5. **Give Friend Database Access**
- **Supabase**: Invite via Dashboard > Settings > Team
- **PostgreSQL**: Run `setup_friend_access.sql` script
## Database Access Options for Friend
### Option 1: Supabase (Recommended)
- Easiest: Invite via Supabase Dashboard
- Share: URL + Anon Key (safe to share)
- Secure: Service key only if needed
### Option 2: PostgreSQL User
- Run `backend/database/setup_friend_access.sql`
- Edit script to set username/password
- Share connection string
### Option 3: SSH Tunnel (Most Secure)
- Friend connects via SSH tunnel
- Database connection through tunnel
## Key Files to Configure
### Backend Environment (`backend/.env`)
```env
NODE_ENV=production
PORT=3000
SUPABASE_URL=...
DATABASE_URL=...
CORS_ORIGIN=https://yourdomain.com
JWT_SECRET=...
```
### Frontend Environment (`frontend/.env.production`)
```env
VITE_API_URL=https://api.yourdomain.com
VITE_WS_URL=wss://api.yourdomain.com
VITE_SUPABASE_URL=...
VITE_SUPABASE_ANON_KEY=...
```
## Service Management
```bash
# Start services
sudo systemctl start institutional-trader-backend
sudo systemctl start institutional-trader-python
# Check status
sudo systemctl status institutional-trader-backend
# View logs
sudo journalctl -u institutional-trader-backend -f
```
## Next Steps
1. Read **PROXMOX_DEPLOYMENT.md** for detailed instructions
2. Use **DEPLOYMENT_QUICK_START.md** for quick reference
3. Run **deploy.sh** for automated setup
4. Use **setup_friend_access.sql** for database access
## Support
- Full guide: `PROXMOX_DEPLOYMENT.md`
- Quick start: `DEPLOYMENT_QUICK_START.md`
- Troubleshooting: See section 11 in PROXMOX_DEPLOYMENT.md