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PROCESS_ROLES_AND_TASKS.md

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Backend Process Roles and Durable Tasks

The production deployment uses one backend image with independent process roles.

Role Command Responsibility
API gunicorn -c gunicorn_config.py run:app HTTP, authentication, validation, durable command submission
Migration python -m app.commands.migrate Fail-fast schema application before services start
Kafka Init python -m app.commands.kafka_topics Idempotent versioned topic creation before consumers start
Trading python -m app.commands.trading_worker Control/realtime runtimes, pending-order execution, private streams, reconciliation, durable grid actors
Strategy Dispatcher python -m app.commands.strategy_dispatcher_worker Closed-bar consumption and strategy-shard evaluation batch publication
Strategy Evaluator python -m app.commands.strategy_evaluator_worker Hot distributed bar runtimes, event inboxes, fenced evaluation, checkpoints, order intents
Kafka Audit python -m app.commands.kafka_audit_worker Independent event-contract and delivery audit
Scheduler python -m app.commands.scheduler Portfolio monitoring, deployment schedules, payment scans, signal alerts
Celery Worker celery -A app.celery_app:celery_app worker AI, backtests, reports, and maintenance jobs
Celery Beat celery -A app.celery_app:celery_app beat Periodic maintenance dispatch

Ownership rules

  • HTTP processes never start trading or scheduler threads.
  • Strategy start, stop, restart, and reconcile requests use qd_strategy_commands.
  • Trading workers claim commands with PostgreSQL SKIP LOCKED semantics.
  • A strategy runtime requires a renewable row in qd_strategy_runtime_leases.
  • Fencing tokens increase when an expired runtime is taken over by another worker.
  • Ordinary closed-bar Strategy V2 runtimes are dispatched through Kafka and owned by evaluator workers when distributed mode is enabled.
  • Grid, martingale, DCA, tick-driven, and session-driven strategies remain on the realtime trading-worker path unless their contract explicitly supports distributed closed-bar evaluation.
  • Grid execution events are persisted in qd_grid_actor_events; only the trading worker that owns the strategy lease may claim them. Grid actor state is checkpointed in qd_grid_actor_state.
  • Exchange order submission remains behind the pending-order gateway. Runtime fencing tokens are validated before an order can be claimed and sent.
  • Global exchange pollers and scheduler loops use qd_process_leases leader ownership.
  • Worker health is recorded in qd_worker_heartbeats.

Celery boundary

Celery owns finite jobs that can be serialized, retried, and observed independently:

  • fast AI analysis;
  • agent backtests;
  • reflection and AI calibration;
  • market catalog synchronization;
  • runtime metadata cleanup.

Celery must not own long-lived strategy loops, exchange polling, broker sessions, or grid runtime state. Those remain in the trading process because they require renewable ownership, reconciliation, and controlled shutdown.

Redis separation

The cache Redis instance may use an eviction policy. Celery uses redis-jobs, which enables AOF persistence and noeviction. Queue state must never share an evictable Redis memory policy.

Deployment sequence

Docker Compose enforces this order:

  1. PostgreSQL, both Redis instances, and Kafka become healthy.
  2. Database migration and Kafka topic initialization exit successfully.
  3. API, trading, dispatcher, evaluator, audit, scheduler, Celery Worker, and Celery Beat start.
  4. Health checks require fresh worker heartbeats and the runtime consumers expose their role-specific health state.

For a single host, replica counts are controlled through TRADING_WORKER_REPLICAS, STRATEGY_DISPATCHER_REPLICAS, and STRATEGY_EVALUATOR_REPLICAS. A multi-host deployment must use shared external PostgreSQL, Redis, and Kafka services plus an orchestrator; copying the default Compose file to another host would create split-brain stateful services.

Use these endpoints for operations:

  • /api/health for liveness;
  • /api/health/ready for PostgreSQL and Celery Broker readiness;
  • /api/health/workers for trading, scheduler, and Celery heartbeat summaries.