eea4469095
- Complete MVP for tracking Fidelity brokerage account performance - Transaction import from CSV with deduplication - Automatic FIFO position tracking with options support - Real-time P&L calculations with market data caching - Dashboard with timeframe filtering (30/90/180 days, 1 year, YTD, all time) - Docker-based deployment with PostgreSQL backend - React/TypeScript frontend with TailwindCSS - FastAPI backend with SQLAlchemy ORM Features: - Multi-account support - Import via CSV upload or filesystem - Open and closed position tracking - Balance history charting - Performance analytics and metrics - Top trades analysis - Responsive UI design Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
116 lines
2.6 KiB
Markdown
116 lines
2.6 KiB
Markdown
# Simple Deployment Guide
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## Quick Fix for Rate Limiting
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You can deploy the rate limiting fix without manually editing files. I've created two approaches:
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### Approach 1: Automatic (Recommended)
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I'll create scripts that automatically update the necessary files.
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### Approach 2: Manual (if you prefer)
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Just 2 small changes needed:
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#### Change 1: Update main.py (backend)
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File: `backend/app/main.py`
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**Find this line:**
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```python
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from app.api.endpoints import accounts, transactions, positions, analytics
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```
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**Change to:**
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```python
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from app.api.endpoints import accounts, transactions, positions, analytics_v2 as analytics
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```
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That's it! By importing `analytics_v2 as analytics`, the rest of the file works unchanged.
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#### Change 2: Update App.tsx (frontend)
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File: `frontend/src/App.tsx`
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**Find this line:**
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```typescript
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import Dashboard from './components/Dashboard';
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```
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**Change to:**
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```typescript
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import Dashboard from './components/DashboardV2';
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```
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**That's it!** The component props are identical, so nothing else needs to change.
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### Deploy Steps
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```bash
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# 1. Transfer files (on your Mac)
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cd /Users/chris/Desktop/fidelity
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./deploy-rate-limiting-fix.sh
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# 2. SSH to server
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ssh pi@starship2
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cd ~/fidelity
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# 3. Make the two changes above, then rebuild
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docker compose down
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docker compose build --no-cache backend frontend
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docker compose up -d
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# 4. Run migration (adds market_prices table)
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sleep 30
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docker compose exec backend alembic upgrade head
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# 5. Verify
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curl "http://localhost:8000/api/analytics/overview/1?refresh_prices=false"
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```
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### Testing
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1. Open dashboard: `http://starship2:3000`
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2. Should load instantly!
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3. Click account dropdown, select your account
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4. Dashboard tab loads immediately with cached data
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5. Click "🔄 Refresh Prices" button to get fresh data
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### Logs to Expect
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**Before (with rate limiting issues):**
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```
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429 Client Error: Too Many Requests
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429 Client Error: Too Many Requests
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429 Client Error: Too Many Requests
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```
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**After (with fix):**
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```
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Cache HIT (fresh): AAPL = $150.25 (age: 120s)
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Cache HIT (stale): TSLA = $245.80 (age: 320s)
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Cache MISS: AMD, fetching from Yahoo Finance...
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Fetched AMD = $180.50
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```
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### Rollback (if needed)
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To go back to the old version:
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```bash
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# In main.py, change back to:
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from app.api.endpoints import accounts, transactions, positions, analytics
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# In App.tsx, change back to:
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import Dashboard from './components/Dashboard';
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# Rebuild
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docker compose build backend frontend
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docker compose up -d
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```
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The `market_prices` table will remain (doesn't hurt anything), or you can drop it:
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```sql
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DROP TABLE market_prices;
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```
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