# Deployment Guide ## Prerequisites - Node.js 18.x or higher - npm 9.x or higher - Python and build tools (for native module compilation) ## Local Development Setup ### 1. Install Dependencies ```bash npm install ``` Note: The `better-sqlite3` package requires native compilation. If you encounter build errors, ensure you have the necessary build tools: **Linux:** ```bash sudo apt-get install build-essential python3 ``` **macOS:** ```bash xcode-select --install ``` **Windows:** ```bash npm install --global windows-build-tools ``` ### 2. Database Setup The SQLite database will be automatically created when you start the application. The database file is located at: ``` ./data/candles.db ``` To run migrations manually: ```bash npx drizzle-kit generate npx drizzle-kit migrate ``` ### 3. Start Development Server ```bash npm run dev ``` The application will be available at: - http://localhost:3000 ### 4. Verify Setup 1. Open the application in your browser 2. Upload a sample CSV file with OHLC data (columns: time, open, high, low, close) 3. Verify the candlestick chart renders correctly 4. Test annotation tools (Break Up, Break Down, Draw Line, Delete) 5. Export annotations as CSV ## CSV File Format The application expects CSV files with the following format: ```csv time,open,high,low,close 1700000000,1.0500,1.0520,1.0490,1.0510 1700000060,1.0510,1.0530,1.0505,1.0525 ``` **Time column formats:** - Unix timestamp (seconds): `1700000000` - Date string: `2024-01-15` ## Building for Production ```bash npm run build ``` Note: Production builds with `better-sqlite3` require the native module to be compiled for the target platform. ## Running Production Build ```bash npm run build npm start ``` The production server will run on port 3000 by default. ## Troubleshooting ### better-sqlite3 Build Issues If you encounter errors related to `better-sqlite3` not finding bindings: 1. Rebuild the module: ```bash npm rebuild better-sqlite3 ``` 2. If that fails, reinstall: ```bash npm uninstall better-sqlite3 npm install better-sqlite3 ``` 3. For development, you can use `npm run dev` which handles the module better than production builds. ### Database Issues If the database becomes corrupted or you want to start fresh: 1. Stop the application 2. Delete the database file: ```bash rm -f data/candles.db ``` 3. Restart the application (it will recreate the database) ### Port Already in Use If port 3000 is already in use, you can specify a different port: ```bash PORT=3001 npm run dev ``` ## Environment Variables The application doesn't require any environment variables for local development. All configuration is hardcoded for simplicity. ## File Structure ``` . ├── src/ │ ├── app/ # Next.js app router │ │ ├── api/ # API routes │ │ ├── layout.tsx # Root layout │ │ └── page.tsx # Main page │ ├── components/ # React components │ │ ├── CandleChart.tsx │ │ ├── SvgOverlay.tsx │ │ ├── Toolbox.tsx │ │ └── FileUpload.tsx │ └── lib/ # Utilities │ └── db/ # Database configuration ├── data/ # SQLite database directory ├── drizzle/ # Database migrations └── public/ # Static assets ``` ## ML Service Setup (Optional) The Candle Annotator includes an optional Python ML service for pattern recognition and prediction. ### Prerequisites for ML Service - Python 3.11+ - TA-Lib C library - PostgreSQL 16 ### Local ML Service Setup #### 1. Install TA-Lib C Library **Linux (Debian/Ubuntu):** ```bash sudo apt-get update sudo apt-get install libta-lib-dev ``` **macOS:** ```bash brew install ta-lib ``` **From Source:** ```bash wget http://prdownloads.sourceforge.net/ta-lib/ta-lib-0.4.0-src.tar.gz tar -xzf ta-lib-0.4.0-src.tar.gz cd ta-lib/ ./configure --prefix=/usr make sudo make install ``` #### 2. Install Python Dependencies ```bash cd services/ml pip install -r requirements.txt ``` #### 3. Setup PostgreSQL The ML service requires PostgreSQL for storing training run metadata: ```bash # Create database createdb ml_db # Or using psql psql -c "CREATE DATABASE ml_db;" ``` #### 4. Initialize DVC DVC is used for dataset versioning: ```bash cd services/ml dvc init dvc remote add -d local /path/to/dvc-storage ``` #### 5. Run MLflow Tracking Server MLflow tracks experiments and stores models: ```bash mlflow server \ --backend-store-uri ./mlruns \ --default-artifact-root ./mlruns/artifacts \ --host 0.0.0.0 \ --port 5000 ``` #### 6. Configure Pipeline Edit `services/ml/config/pipeline.yaml` to configure: - Feature engineering settings - Model hyperparameters - Data paths - MLflow experiment name #### 7. Start ML Service ```bash cd services/ml uvicorn app.main:app --host 0.0.0.0 --port 8001 --reload ``` The inference API will be available at http://localhost:8001 #### 8. Configure Next.js App Create `.env.local` in the project root: ```env INFERENCE_API_URL=http://localhost:8001 INFERENCE_API_TIMEOUT=30000 INFERENCE_BATCH_TIMEOUT=120000 NEXT_PUBLIC_PREDICTIONS_ENABLED=true ``` ### Running the ML Pipeline The ML pipeline consists of: 1. **Feature Engineering** - Extract TA-Lib indicators from OHLCV data 2. **Annotation Ingestion** - Convert span annotations to labeled datasets 3. **Training** - Train models with MLflow tracking 4. **Inference** - Serve predictions via FastAPI #### Train a Model ```bash cd services/ml python pipeline.py --config config/pipeline.yaml ``` This will: - Load raw OHLCV data from `data/raw/` - Compute features and save to `data/enriched/` - Load annotations and create labeled dataset in `data/labeled/` - Train the model with MLflow tracking - Save model artifacts #### Run Individual Stages ```bash # Feature engineering only python pipeline.py --config config/pipeline.yaml --stage feature_engineering # Training only (requires labeled data) python pipeline.py --config config/pipeline.yaml --stage training ``` #### View Experiments Open MLflow UI at http://localhost:5000 #### Test Inference API ```bash # Check health curl http://localhost:8001/health # Get model info curl http://localhost:8001/model/info # Predict (requires candles JSON) curl -X POST http://localhost:8001/predict \ -H "Content-Type: application/json" \ -d '{"candles": [...]}' ``` ## Docker Deployment ### Prerequisites - Docker (20.10+) - docker-compose (2.0+) ### Build and Run with Docker Compose The easiest way to deploy is with docker-compose: ```bash docker-compose up --build ``` This will: 1. Build the Next.js app and ML service Docker images 2. Start PostgreSQL for ML service metadata 3. Start MLflow tracking server 4. Start the ML inference service (FastAPI) 5. Start the Next.js web application 6. Create named volumes for persistent storage: - `candle-data` - SQLite database for annotations - `ml-data` - OHLCV data, features, labeled datasets - `mlflow-data` - MLflow experiments and model artifacts - `postgres-data` - PostgreSQL data 7. Enable automatic restart unless stopped Services will be available at: - **Web UI**: http://localhost:3000 - **ML Inference API**: http://localhost:8001 - **MLflow UI**: http://localhost:5000 - **PostgreSQL**: localhost:5432 ### Running in Detached Mode ```bash docker-compose up -d --build ``` View logs: ```bash docker-compose logs -f candle-annotator ``` Stop the service: ```bash docker-compose down ``` ### Manual Docker Build and Run If you prefer to build and run manually: ```bash # Build image docker build -t candle-annotator . # Run container docker run -d \ -p 3000:3000 \ -v candle-data:/app/data \ --restart unless-stopped \ candle-annotator ``` ### Environment Configuration Create a `.env` file in the project root based on `.env.example`: ```bash cp .env.example .env ``` Edit `.env` to customize: ``` NODE_ENV=production PORT=3000 DATABASE_PATH=/app/data/candles.db ``` Pass environment variables to docker-compose: ```bash docker-compose --env-file .env up -d ``` ### Data Persistence The application stores the SQLite database in a Docker named volume `candle-data`. This ensures data persists across container restarts: ```bash # View volumes docker volume ls | grep candle # Backup database docker cp candle-annotator:/app/data/candles.db ./backup.db # Restore database docker cp ./backup.db candle-annotator:/app/data/candles.db ``` ### Accessing the Application Once running, access the application at: ``` http://localhost:3000 ``` Health check endpoint: ```bash curl http://localhost:3000/api/health ``` With database check: ```bash curl http://localhost:3000/api/health?check=db ``` ### Port Mapping To run on a different port (e.g., 8080), modify docker-compose.yml: ```yaml services: candle-annotator: ports: - "8080:3000" ``` Or use environment variable in docker-compose: ```yaml services: candle-annotator: ports: - "${HOST_PORT:-3000}:3000" ``` Then run: ```bash HOST_PORT=8080 docker-compose up -d ``` ### Container Health Checks Docker automatically checks container health every 30 seconds using the `/api/health` endpoint. The container will restart if: - Health check fails 3 times consecutively - Takes longer than 3 seconds to respond View health status: ```bash docker ps ``` Look for the `STATUS` column - it should show `healthy`. ### Troubleshooting **Port already in use:** ```bash docker-compose down # Stop any existing containers docker-compose up -d -p 8080:3000/tcp ``` **Database permission errors:** ```bash # Ensure volume has correct permissions docker-compose down docker volume rm candle-data docker-compose up --build ``` **Rebuild without cache:** ```bash docker-compose build --no-cache docker-compose up -d ``` **View container logs:** ```bash docker-compose logs -f --tail=100 ``` ### Update Procedure To update the application: ```bash git pull origin master docker-compose down docker-compose up --build -d ``` Or with no-cache rebuild: ```bash git pull docker-compose down docker-compose build --no-cache docker-compose up -d ``` ### Production Deployment For production deployments, consider: 1. **Use a container registry** (Docker Hub, ECR, GCR): ```bash docker tag candle-annotator myregistry/candle-annotator:v1.0.0 docker push myregistry/candle-annotator:v1.0.0 ``` 2. **Run on a remote server** (AWS, DigitalOcean, etc.): ```bash # SSH into server, clone repo, then: docker-compose up -d ``` 3. **Add reverse proxy** (nginx, traefik) for HTTPS: ```yaml # docker-compose.yml services: nginx: image: nginx:alpine ports: - "443:443" volumes: - ./nginx.conf:/etc/nginx/nginx.conf ``` 4. **Enable Docker logging** for production monitoring: ```bash docker-compose logs -f --tail=1000 > app.log & ``` ## Notes - This application is designed for **single-user local use** only - There is no authentication or user management - The SQLite database is stored locally and not intended for concurrent access - For production multi-user deployments, consider migrating to PostgreSQL or similar - Docker deployment provides lightweight containerization ideal for standalone instances - The multi-stage Dockerfile keeps image size minimal (~100MB)