init setup

.gitignore

@@ -1 +1,3 @@
 *.pyc
+.env
+.env.local

README.md

@@ -29,6 +29,10 @@ This platform enables rapid strategy testing within 1-2 weeks of development. Bu
 - Python 3.10+, Docker, UV package manager
 
 ### Setup
+
+**📖 For detailed setup instructions, see [docs/setup.md](docs/setup.md)**
+
+Quick setup:
 ```bash
 python scripts/dev.py setup        # Setup environment
 python scripts/dev.py start        # Start services  
@@ -50,6 +54,7 @@ python scripts/dev.py dev-server   # Start with hot reload
 
 ## Documentation
 
+- **[Setup Guide](docs/setup.md)** - Complete setup instructions for new machines
 - **[Product Requirements](docs/crypto-bot-prd.md)** - Complete system specifications and requirements
 - **[Technical Architecture](docs/architecture.md)** - Implementation details and component design
 - **[Platform Overview](docs/specification.md)** - Human-readable system overview

docker-compose.yml

@@ -5,10 +5,10 @@ services:
     environment:
       POSTGRES_DB: ${POSTGRES_DB:-dashboard}
       POSTGRES_USER: ${POSTGRES_USER:-dashboard}
-      POSTGRES_PASSWORD: ${POSTGRES_PASSWORD:-dashboard123}
+      POSTGRES_PASSWORD: ${POSTGRES_PASSWORD:-sdkjfh534^jh}
       POSTGRES_INITDB_ARGS: "--encoding=UTF-8 --lc-collate=C --lc-ctype=C"
     ports:
-      - "${POSTGRES_PORT:-5432}:5432"
+      - "${POSTGRES_PORT:-5434}:5432"
     volumes:
       - postgres_data:/var/lib/postgresql/data
       - ./database/init:/docker-entrypoint-initdb.d
@@ -24,14 +24,14 @@ services:
   redis:
     image: redis:7-alpine
     container_name: dashboard_redis
-    command: redis-server --appendonly yes --appendfsync everysec
+    command: redis-server --appendonly yes --appendfsync everysec --requirepass ${REDIS_PASSWORD:-redis987secure}
     ports:
       - "${REDIS_PORT:-6379}:6379"
     volumes:
       - redis_data:/data
     restart: unless-stopped
     healthcheck:
-      test: ["CMD", "redis-cli", "ping"]
+      test: ["CMD", "redis-cli", "-a", "${REDIS_PASSWORD:-redis987secure}", "ping"]
       interval: 30s
       timeout: 10s
       retries: 3

docs/setup.md

@@ -0,0 +1,398 @@
+# Crypto Trading Bot Dashboard - Setup Guide
+
+This guide will help you set up the Crypto Trading Bot Dashboard on a new machine from scratch.
+
+## Prerequisites
+
+### Required Software
+
+1. **Python 3.12+**
+   - Download from [python.org](https://python.org)
+   - Ensure Python is added to PATH
+
+2. **UV Package Manager**
+   ```powershell
+   # Windows (PowerShell)
+   powershell -c "irm https://astral.sh/uv/install.ps1 | iex"
+   
+   # macOS/Linux
+   curl -LsSf https://astral.sh/uv/install.sh | sh
+   ```
+
+3. **Docker Desktop**
+   - Download from [docker.com](https://docker.com)
+   - Ensure Docker is running before proceeding
+
+4. **Git**
+   - Download from [git-scm.com](https://git-scm.com)
+
+### System Requirements
+
+- **RAM**: Minimum 4GB, Recommended 8GB+
+- **Storage**: At least 2GB free space
+- **OS**: Windows 10/11, macOS 10.15+, or Linux
+
+## Project Setup
+
+### 1. Clone the Repository
+
+```bash
+git clone <repository-url>
+cd TCPDashboard
+```
+
+### 2. Environment Configuration
+
+Create the environment file from the template:
+
+```powershell
+# Windows
+Copy-Item env.template .env
+
+# macOS/Linux  
+cp env.template .env
+```
+
+**Important**: The `.env` file contains pre-configured secure passwords. **Do not commit this file to version control.**
+
+### 3. Configure Custom Ports (Optional)
+
+If you have other PostgreSQL instances running, the default configuration uses port `5434` to avoid conflicts.
+
+Current configuration in `.env`:
+```env
+POSTGRES_PORT=5434
+POSTGRES_PASSWORD=sdkjfh534^jh
+REDIS_PASSWORD=redis987secure
+```
+
+## Database Setup
+
+### 1. Start Database Services
+
+Start PostgreSQL and Redis using Docker Compose:
+
+```powershell
+docker-compose up -d
+```
+
+This will:
+- Create a PostgreSQL database on port `5434`
+- Create a Redis instance on port `6379`
+- Set up persistent volumes for data storage
+- Configure password authentication
+
+### 2. Verify Services are Running
+
+Check container status:
+```powershell
+docker-compose ps
+```
+
+Expected output:
+```
+NAME                 IMAGE                COMMAND                  SERVICE    CREATED          STATUS                    PORTS
+dashboard_postgres   postgres:15-alpine   "docker-entrypoint.s…"   postgres   X minutes ago    Up X minutes (healthy)   0.0.0.0:5434->5432/tcp
+dashboard_redis      redis:7-alpine       "docker-entrypoint.s…"   redis      X minutes ago    Up X minutes (healthy)   0.0.0.0:6379->6379/tcp
+```
+
+### 3. Test Database Connections
+
+Test PostgreSQL connection:
+```powershell
+# Test port accessibility
+Test-NetConnection -ComputerName localhost -Port 5434
+
+# Test database connection (from inside container)
+docker exec dashboard_postgres psql -h localhost -p 5432 -U dashboard -d dashboard -c "SELECT version();"
+```
+
+Test Redis connection:
+```powershell
+docker exec dashboard_redis redis-cli -a redis987secure ping
+```
+
+Expected output: `PONG`
+
+## Application Setup
+
+### 1. Install Python Dependencies
+
+```powershell
+uv sync
+```
+
+This will:
+- Create a virtual environment in `.venv/`
+- Install all required dependencies
+- Set up the project for development
+
+### 2. Activate Virtual Environment
+
+```powershell
+# Windows
+uv run <command>
+
+# Or activate manually
+.venv\Scripts\Activate.ps1
+
+# macOS/Linux
+source .venv/bin/activate
+```
+
+### 3. Initialize Database Schema
+
+```powershell
+# Run database migrations (when implemented)
+uv run python scripts/init_db.py
+```
+
+## Running the Application
+
+### 1. Start the Dashboard
+
+```powershell
+uv run python main.py
+```
+
+### 2. Access the Application
+
+Open your browser and navigate to:
+- **Local**: http://localhost:8050
+- **Network**: http://0.0.0.0:8050 (if accessible from other machines)
+
+## Configuration
+
+### Environment Variables
+
+Key configuration options in `.env`:
+
+```env
+# Database Configuration
+POSTGRES_HOST=localhost
+POSTGRES_PORT=5434
+POSTGRES_DB=dashboard
+POSTGRES_USER=dashboard
+POSTGRES_PASSWORD=sdkjfh534^jh
+
+# Redis Configuration  
+REDIS_HOST=localhost
+REDIS_PORT=6379
+REDIS_PASSWORD=redis987secure
+
+# Application Configuration
+DASH_HOST=0.0.0.0
+DASH_PORT=8050
+DEBUG=true
+
+# OKX API Configuration (for real trading)
+OKX_API_KEY=your_okx_api_key_here
+OKX_SECRET_KEY=your_okx_secret_key_here
+OKX_PASSPHRASE=your_okx_passphrase_here
+OKX_SANDBOX=true
+```
+
+### Port Configuration
+
+If you need to change ports due to conflicts:
+
+1. **PostgreSQL Port**: Update `POSTGRES_PORT` in `.env` and the port mapping in `docker-compose.yml`
+2. **Redis Port**: Update `REDIS_PORT` in `.env` and `docker-compose.yml`
+3. **Dashboard Port**: Update `DASH_PORT` in `.env`
+
+## Development Workflow
+
+### 1. Daily Development Setup
+
+```powershell
+# Start databases
+docker-compose up -d
+
+# Start development server  
+uv run python main.py
+```
+
+### 2. Stop Services
+
+```powershell
+# Stop application: Ctrl+C in terminal
+
+# Stop databases
+docker-compose down
+```
+
+### 3. Reset Database (if needed)
+
+```powershell
+# WARNING: This will delete all data
+docker-compose down -v
+docker-compose up -d
+```
+
+## Testing
+
+### Run Unit Tests
+
+```powershell
+# Run all tests
+uv run pytest
+
+# Run specific test file
+uv run pytest tests/test_database.py
+
+# Run with coverage
+uv run pytest --cov=. --cov-report=html
+```
+
+### Test Database Connection
+
+Create a quick test script:
+
+```python
+# test_connection.py
+import os
+import psycopg2
+import redis
+from dotenv import load_dotenv
+
+load_dotenv()
+
+# Test PostgreSQL
+try:
+    conn = psycopg2.connect(
+        host=os.getenv('POSTGRES_HOST'),
+        port=os.getenv('POSTGRES_PORT'),
+        database=os.getenv('POSTGRES_DB'),
+        user=os.getenv('POSTGRES_USER'),
+        password=os.getenv('POSTGRES_PASSWORD')
+    )
+    print("✅ PostgreSQL connection successful!")
+    conn.close()
+except Exception as e:
+    print(f"❌ PostgreSQL connection failed: {e}")
+
+# Test Redis
+try:
+    r = redis.Redis(
+        host=os.getenv('REDIS_HOST'),
+        port=int(os.getenv('REDIS_PORT')),
+        password=os.getenv('REDIS_PASSWORD')
+    )
+    r.ping()
+    print("✅ Redis connection successful!")
+except Exception as e:
+    print(f"❌ Redis connection failed: {e}")
+```
+
+Run test:
+```powershell
+uv run python test_connection.py
+```
+
+## Troubleshooting
+
+### Common Issues
+
+#### 1. Port Already in Use
+
+**Error**: `Port 5434 is already allocated`
+
+**Solution**: 
+- Change `POSTGRES_PORT` in `.env` to a different port (e.g., 5435)
+- Update `docker-compose.yml` port mapping accordingly
+- Restart containers: `docker-compose down && docker-compose up -d`
+
+#### 2. Docker Permission Issues
+
+**Error**: `permission denied while trying to connect to the Docker daemon`
+
+**Solution**:
+- Ensure Docker Desktop is running
+- On Linux: Add user to docker group: `sudo usermod -aG docker $USER`
+- Restart terminal/session
+
+#### 3. Database Connection Failed
+
+**Error**: `password authentication failed`
+
+**Solution**:
+- Ensure `.env` password matches `docker-compose.yml`
+- Reset database: `docker-compose down -v && docker-compose up -d`
+- Wait for database initialization (30-60 seconds)
+
+#### 4. Python Dependencies Issues
+
+**Error**: Package installation failures
+
+**Solution**:
+```powershell
+# Clear UV cache
+uv cache clean
+
+# Reinstall dependencies
+rm -rf .venv
+uv sync
+```
+
+### Log Files
+
+View service logs:
+```powershell
+# All services
+docker-compose logs
+
+# Specific service
+docker-compose logs postgres
+docker-compose logs redis
+
+# Follow logs in real-time
+docker-compose logs -f
+```
+
+### Database Management
+
+#### Backup Database
+
+```powershell
+docker exec dashboard_postgres pg_dump -U dashboard dashboard > backup.sql
+```
+
+#### Restore Database
+
+```powershell
+docker exec -i dashboard_postgres psql -U dashboard dashboard < backup.sql
+```
+
+#### Access Database CLI
+
+```powershell
+docker exec -it dashboard_postgres psql -U dashboard -d dashboard
+```
+
+#### Access Redis CLI
+
+```powershell
+docker exec -it dashboard_redis redis-cli -a redis987secure
+```
+
+## Security Notes
+
+1. **Never commit `.env` file** to version control
+2. **Change default passwords** in production environments
+3. **Use strong passwords** for production deployments
+4. **Enable SSL/TLS** for production database connections
+5. **Restrict network access** in production environments
+
+## Support
+
+If you encounter issues not covered in this guide:
+
+1. Check the [project documentation](../README.md)
+2. Review [GitHub issues](link-to-issues)
+3. Contact the development team
+
+---
+
+**Last Updated**: 2024-05-30  
+**Version**: 1.0  
+**Tested On**: Windows 11, Docker Desktop 4.x 

tasks/tasks-crypto-bot-prd.md

@@ -20,6 +20,7 @@
 - `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
 
 ### Notes
 
@@ -31,7 +32,7 @@
 ## Tasks
 
 - [ ] 1.0 Database Foundation and Schema Setup
-  - [ ] 1.1 Install and configure PostgreSQL with Docker
+  - [x] 1.1 Install and configure PostgreSQL with Docker
   - [ ] 1.2 Create database schema following the PRD specifications (market_data, bots, signals, trades, bot_performance tables)
   - [ ] 1.3 Implement database connection utility with connection pooling
   - [ ] 1.4 Create database models using SQLAlchemy or similar ORM