institutional-trader/README/DEPLOYMENT_SUMMARY.md

📋 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

   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)

NODE_ENV=production
PORT=3000
SUPABASE_URL=...
DATABASE_URL=...
CORS_ORIGIN=https://yourdomain.com
JWT_SECRET=...

Frontend Environment (frontend/.env.production)

VITE_API_URL=https://api.yourdomain.com
VITE_WS_URL=wss://api.yourdomain.com
VITE_SUPABASE_URL=...
VITE_SUPABASE_ANON_KEY=...

Service Management

# 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