Runbook & Operations

Promotion and recovery procedures.

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Sandbox to Live Promotion Procedure
  1. Run >= 1 week in sandbox mode with real TradingView webhooks.
  2. Review DailyStats and SystemEvents for zero CRITICAL alerts.
  3. Swap `STOCKINTEL_TOKEN` and `TRADING_MODE` in `.env`.
  4. Restart the backend service.
  5. Complete OTP flow via the Next.js Dashboard.
  6. Keep `dry_run=true` for the first day.
  7. Switch `dry_run=false` and set `max_capital_allocation_pct <= 10` manually.
Recovery Procedures
Unregistered alert firing:

A webhook payload arrived and successfully authenticated, but its ticker did not match any `WebhookAlert` in the registry. Go to `/webhooks`, click "+ Add Webhook Alert" and register it to enable quiet detection and expiry reminders.

NEEDS RE-VALIDATION:

You rotated your Webhook Secret. All active alerts are paused. Go to TradingView, update the Webhook URL with the new `?secret=` parameter, then use the dashboard modal to re-validate.

EXPIRING SOON / EXPIRED?:

TradingView (Essential plan) halts alerts after 60 days. Edit the alert in TradingView to push the expiry date forward, then update the `tv_expiry_date` in the dashboard registry.

Silent Strategy Alarm (QUIET):

The session-aware monitor detected 0 signals for a specific registered alert during an OPEN session. Verify the alert hasn't crashed or expired in TradingView.