TCPDashboard/tasks/tasks-crypto-bot-prd.md

## Relevant Files

- `app.py` - Main Dash application entry point and dashboard interface
- `bot_manager.py` - Bot lifecycle management and coordination
- `database/models.py` - PostgreSQL database models and schema definitions (updated to match schema_clean.sql)
- `database/schema_clean.sql` - Clean database schema without hypertables (actively used, includes raw_trades table)
- `database/schema.sql` - Complete database schema with TimescaleDB hypertables (for future optimization)
- `database/connection.py` - Database connection utility with connection pooling, session management, and raw data utilities
- `database/init/init.sql` - Docker initialization script for automatic database setup
- `database/init/schema_clean.sql` - Copy of clean schema for Docker initialization
- `data/okx_collector.py` - OKX API integration for real-time market data collection
- `data/aggregator.py` - OHLCV candle aggregation and processing
- `strategies/base_strategy.py` - Base strategy class and interface
- `strategies/ema_crossover.py` - Example EMA crossover strategy implementation
- `components/dashboard.py` - Dashboard UI components and layouts
- `components/charts.py` - Price charts and visualization components
- `backtesting/engine.py` - Backtesting engine for historical strategy testing
- `backtesting/performance.py` - Performance metrics calculation
- `config/bot_configs/` - Directory for JSON bot configuration files
- `config/strategies/` - Directory for JSON strategy parameter files
- `config/settings.py` - Centralized configuration settings using Pydantic
- `scripts/dev.py` - Development setup and management script
- `scripts/init_database.py` - Database initialization and verification script
- `requirements.txt` - Python dependencies managed by UV
- `docker-compose.yml` - Docker services configuration with TimescaleDB support
- `tests/test_strategies.py` - Unit tests for strategy implementations
- `tests/test_bot_manager.py` - Unit tests for bot management functionality
- `tests/test_data_collection.py` - Unit tests for data collection and aggregation
- `docs/setup.md` - Comprehensive setup guide for new machines and environments

## Tasks

- [ ] 1.0 Database Foundation and Schema Setup
  - [x] 1.1 Install and configure PostgreSQL with Docker
  - [x] 1.2 Create database schema following the PRD specifications (market_data, bots, signals, trades, bot_performance tables)
  - [x] 1.3 Implement database connection utility with connection pooling
  - [ ] 1.4 Create database models using SQLAlchemy or similar ORM
  - [x] 1.5 Add proper indexes for time-series data optimization
  - [ ] 1.6 Setup Redis for pub/sub messaging
  - [ ] 1.7 Create database migration scripts and initial data seeding
  - [ ] 1.8 Unit test database models and connection utilities

- [ ] 2.0 Market Data Collection and Processing System
  - [ ] 2.1 Implement OKX WebSocket API connector for real-time data
  - [ ] 2.2 Create OHLCV candle aggregation logic with multiple timeframes (1m, 5m, 15m, 1h, 4h, 1d)
  - [ ] 2.3 Build data validation and error handling for market data
  - [ ] 2.4 Implement Redis channels for real-time data distribution
  - [ ] 2.5 Create data storage layer for OHLCV data in PostgreSQL
  - [ ] 2.6 Add technical indicators calculation (SMA, EMA, RSI, MACD, Bollinger Bands)
  - [ ] 2.7 Implement data recovery and reconnection logic for API failures
  - [ ] 2.8 Create data collection service with proper logging
  - [ ] 2.9 Unit test data collection and aggregation logic

- [ ] 3.0 Basic Dashboard for Data Visualization and Analysis
  - [ ] 3.1 Setup Dash application framework with Mantine UI components
  - [ ] 3.2 Create basic layout and navigation structure
  - [ ] 3.3 Implement real-time OHLCV price charts with Plotly (candlestick charts)
  - [ ] 3.4 Add technical indicators overlay on price charts (SMA, EMA, RSI, MACD)
  - [ ] 3.5 Create market data monitoring dashboard (real-time data feed status)
  - [ ] 3.6 Build simple data analysis tools (volume analysis, price movement statistics)
  - [ ] 3.7 Setup real-time dashboard updates using Redis callbacks
  - [ ] 3.8 Add data export functionality for analysis (CSV/JSON export)
  - [ ] 3.9 Unit test basic dashboard components and data visualization

- [ ] 4.0 Strategy Engine and Bot Management Framework
  - [ ] 4.1 Design and implement base strategy interface class
  - [ ] 4.2 Create EMA crossover strategy as reference implementation
  - [ ] 4.3 Implement JSON-based strategy parameter configuration system
  - [ ] 4.4 Build bot lifecycle management (create, start, stop, pause, delete)
  - [ ] 4.5 Create signal generation and processing logic
  - [ ] 4.6 Implement virtual portfolio management and balance tracking
  - [ ] 4.7 Add bot status monitoring and heartbeat system
  - [ ] 4.8 Create bot configuration management with JSON files
  - [ ] 4.9 Implement multi-bot coordination and resource management
  - [ ] 4.10 Unit test strategy engine and bot management functionality

- [ ] 5.0 Advanced Dashboard Features and Bot Interface
  - [ ] 5.1 Build bot management interface (start/stop controls, status indicators)
  - [ ] 5.2 Create bot configuration forms for JSON parameter editing
  - [ ] 5.3 Add strategy signal overlay on price charts
  - [ ] 5.4 Implement bot status monitoring dashboard
  - [ ] 5.5 Create system health and performance monitoring interface
  - [ ] 5.6 Unit test advanced dashboard features and bot interface

- [ ] 6.0 Backtesting Engine and Performance Analytics
  - [ ] 6.1 Implement historical data loading from database or file
  - [ ] 6.2 Create vectorized backtesting engine using pandas operations
  - [ ] 6.3 Build performance metrics calculation (Sharpe ratio, drawdown, win rate, total return)
  - [ ] 6.4 Implement realistic fee modeling (0.1% per trade for OKX)
  - [ ] 6.5 Add look-ahead bias prevention with proper timestamp handling
  - [ ] 6.6 Create parallel backtesting system for multiple strategies
  - [ ] 6.7 Create strategy comparison and reporting functionality
  - [ ] 6.8 Build backtesting results visualization and export
  - [ ] 6.9 Implement configurable test periods (1 day to 24 months)
  - [ ] 6.10 Unit test backtesting engine and performance analytics

- [ ] 7.0 Real-Time Trading Simulation
  - [ ] 7.1 Implement virtual trading execution engine
  - [ ] 7.2 Create order management system (market, limit orders)
  - [ ] 7.3 Build trade execution logic with proper timing
  - [ ] 7.4 Implement position tracking and balance updates
  - [ ] 7.5 Add risk management controls (stop-loss, take-profit, position sizing)
  - [ ] 7.6 Create trade reconciliation and confirmation system
  - [ ] 7.7 Implement fee calculation and tracking
  - [ ] 7.8 Add emergency stop mechanisms for bots
  - [ ] 7.9 Unit test real-time trading simulation

- [ ] 8.0 Portfolio Visualization and Trade Analytics
  - [ ] 8.1 Build portfolio performance visualization charts (equity curve, drawdown, win rate)
  - [ ] 8.2 Create trade history table with P&L calculations
  - [ ] 8.3 Implement real-time portfolio tracking and updates
  - [ ] 8.4 Add performance comparison charts between multiple bots
  - [ ] 8.5 Create trade analytics and statistics dashboard
  - [ ] 8.6 Unit test portfolio visualization and trade analytics

- [ ] 9.0 Documentation and User Guide
  - [ ] 9.1 Write comprehensive README with setup instructions
  - [ ] 9.2 Create API documentation for all modules
  - [ ] 9.3 Document strategy development guidelines
  - [ ] 9.4 Write user guide for bot configuration and management
  - [ ] 9.5 Create troubleshooting guide for common issues
  - [ ] 9.6 Document database schema and data flow
  - [ ] 9.7 Add code comments and docstrings throughout codebase

- [ ] 10.0 Deployment and Monitoring Setup
  - [ ] 10.1 Create Docker containers for all services
  - [ ] 10.2 Setup docker-compose for local development environment
  - [ ] 10.3 Implement health checks for all services
  - [ ] 10.4 Create deployment scripts and configuration
  - [ ] 10.5 Setup basic logging and monitoring
  - [ ] 10.6 Implement crash recovery and auto-restart mechanisms
  - [ ] 10.7 Create backup and restore procedures for database

- [ ] 11.0 Security and Error Handling
  - [ ] 11.1 Implement secure API key storage and management
  - [ ] 11.2 Add input validation for all user inputs and API responses
  - [ ] 11.3 Create comprehensive error handling and logging throughout system
  - [ ] 11.4 Implement rate limiting for API calls
  - [ ] 11.5 Add data encryption for sensitive information
  - [ ] 11.6 Create security audit checklist and implementation
  - [ ] 11.7 Implement graceful degradation for partial system failures

- [ ] 12.0 Final Integration and Testing
  - [ ] 12.1 Comprehensive system integration testing
  - [ ] 12.2 Performance optimization and bottleneck identification
  - [ ] 12.3 Memory leak detection and cleanup
  - [ ] 12.4 End-to-end testing with multiple concurrent bots
  - [ ] 12.5 Documentation updates and final review
  - [ ] 12.6 Prepare for production deployment
  - [ ] 12.7 Create maintenance and support procedures

- [ ] 13.0 Performance Optimization and Scaling (Future Enhancement)
  - [ ] 13.1 Implement TimescaleDB hypertables for time-series optimization
  - [ ] 13.2 Optimize database schema for hypertable compatibility (composite primary keys)
  - [ ] 13.3 Add database query performance monitoring and analysis
  - [ ] 13.4 Implement advanced connection pooling optimization
  - [ ] 13.5 Add caching layer for frequently accessed market data
  - [ ] 13.6 Optimize data retention and archival strategies
  - [ ] 13.7 Implement horizontal scaling for high-volume trading scenarios



### Notes

- **Automatic Database Setup**: Database schema is automatically initialized when Docker containers start via `database/init/` scripts
- **Environment Configuration**: All credentials and settings are managed via `.env` file with consistent defaults
- **Security**: No hardcoded passwords exist in the codebase - all credentials must be loaded from environment variables
- **Clean Schema Approach**: Using `schema_clean.sql` for simpler setup without TimescaleDB hypertables (can be upgraded later)
- Unit tests should be placed in the `tests/` directory with descriptive names
- Use `uv run pytest` to run all tests or `uv run pytest tests/specific_test.py` for individual test files
- JSON configuration files allow rapid strategy parameter testing without code changes
- Redis will be used for real-time messaging between components
- Database models now use JSONB instead of JSON for PostgreSQL optimization
- Connection pooling is configured with proper retry logic and monitoring
- Raw data is stored in PostgreSQL with automatic cleanup utilities (configurable retention period)
- Raw data storage includes: ticker data, trade data, orderbook snapshots, candle data, and balance updates