Browser Strategy Management

Automate strategy management and API configuration through the OpenAlgo web interface using browser automation.

Quick Start

Default URLs:

• Strategy Management: http://127.0.0.1:5001/python
• API Key Configuration: http://127.0.0.1:5001/apikey
• Login/Auth: http://127.0.0.1:5001/auth/login

Common Ports:

• Port 5001: Default OpenAlgo instance
• Port 5002: Alternative instance (DHAN-specific)

Browser Automation Workflow

1. Initialize Browser Session

# Check existing tabs first
browser_tabs(action="list")

# Navigate to strategy page
browser_navigate(url="http://127.0.0.1:5001/python")

# Lock browser for interactions
browser_lock()

# Get page snapshot to see structure
browser_snapshot()

2. Handle Authentication

If redirected to login page:

# Check if login is required
browser_snapshot()  # Look for login form

# Fill login credentials if needed
browser_fill(selector="input[name='email']", value="user@example.com")
browser_fill(selector="input[name='password']", value="password")
browser_click(selector="button[type='submit']")

# Wait for navigation
browser_wait_for(selector=".strategy-card", timeout=5000)

3. Enable/Disable Strategies

Find Strategy by Name:

# Search for strategy name in page
browser_search(query="strategy_name_here")

# Or use snapshot to find strategy card
browser_snapshot()  # Look for strategy cards with name

Start Strategy:

# Find the Start button for specific strategy
# Strategy cards contain buttons with onclick="startStrategy('ID')"
browser_click(selector="button:has-text('Start')", 
              options={"all": False, "timeout": 3000})

# Wait for status change
browser_wait_for(selector=".badge-success", timeout=5000)

Stop Strategy:

# Find the Stop button
browser_click(selector="button:has-text('Stop')")

# Wait for confirmation
browser_wait_for(selector=".badge-ghost", timeout=5000)

Toggle Strategy (Alternative Route):

For strategies using /strategy/toggle/<id> route:

# Navigate to strategy view page
browser_navigate(url=f"http://127.0.0.1:5001/strategy/{strategy_id}")

# Click toggle button
browser_click(selector="button.toggle-strategy")

4. Configure API Keys

Navigate to API Key Page:

browser_navigate(url="http://127.0.0.1:5001/apikey")
browser_snapshot()  # See available API key fields

Update API Configuration:

# Fill API key field
browser_fill(selector="input[name='api_key']", value="new_api_key")

# Fill API secret if separate field
browser_fill(selector="input[name='api_secret']", value="new_api_secret")

# Save configuration
browser_click(selector="button:has-text('Save')")

For Strategy-Specific Environment Variables:

# On strategy page, click environment variables icon
browser_click(selector="button[title*='Environment Variables']")

# Wait for modal to open
browser_wait_for(selector=".modal", timeout=3000)

# Fill environment variable fields
browser_fill(selector="input[name='BROKER_API_KEY']", value="key_value")
browser_fill(selector="input[name='BROKER_API_SECRET']", value="secret_value")

# Save environment variables
browser_click(selector="button:has-text('Save')")

5. Verify Strategy Status

Check Strategy Status:

# Get snapshot to see current status badges
browser_snapshot()

# Look for status indicators:
# - .badge-success = Running
# - .badge-ghost = Stopped  
# - .badge-error = Error
# - .badge-warning = Waiting/Issue

Read Strategy Status Text:

# Get text content of status badge
status_text = browser_get_attribute(
    selector=".strategy-card .badge",
    attribute="textContent"
)

Common Patterns

Pattern 1: Enable Multiple Strategies

strategy_names = ["strategy1", "strategy2", "strategy3"]

browser_navigate(url="http://127.0.0.1:5001/python")
browser_lock()
browser_snapshot()

for name in strategy_names:
    # Find strategy card
    browser_search(query=name)
    browser_snapshot()  # Verify found
    
    # Check if already running
    is_running = browser_is_visible(selector=".badge-success")
    
    if not is_running:
        browser_click(selector="button:has-text('Start')")
        browser_wait_for(selector=".badge-success", timeout=10000)

Pattern 2: Fix API Configuration for Stopped Strategy

strategy_id = "123"

# Navigate to strategy
browser_navigate(url=f"http://127.0.0.1:5001/python")
browser_lock()

# Find strategy and stop if running
browser_search(query="strategy_name")
if browser_is_visible(selector="button:has-text('Stop')"):
    browser_click(selector="button:has-text('Stop')")
    browser_wait_for(selector="button:has-text('Start')", timeout=5000)

# Open environment variables modal
browser_click(selector="button[title*='Environment Variables']")
browser_wait_for(selector=".modal", timeout=3000)

# Update API keys
browser_fill(selector="input[name='BROKER_API_KEY']", value="correct_key")
browser_fill(selector="input[name='BROKER_API_SECRET']", value="correct_secret")

# Save and close
browser_click(selector="button:has-text('Save')")
browser_wait_for(selector=".modal", timeout=2000, visible=False)

# Start strategy
browser_click(selector="button:has-text('Start')")

Pattern 3: Check and Fix Error States

browser_navigate(url="http://127.0.0.1:5001/python")
browser_lock()
browser_snapshot()

# Find all error badges
error_cards = browser_search(query="Error")

for card in error_cards:
    # Check error message
    error_msg = browser_get_attribute(
        selector=".text-error",
        attribute="textContent"
    )
    
    if "master contract" in error_msg.lower():
        # Wait for master contracts (auto-resolves)
        continue
    elif "api" in error_msg.lower() or "403" in error_msg:
        # Fix API configuration
        browser_click(selector="button[title*='Environment Variables']")
        # ... update API keys
    else:
        # Clear error and restart
        browser_click(selector="button:has-text('Clear Error')")
        browser_click(selector="button:has-text('Restart')")

Element Selectors Reference

Strategy Page Elements

Element	Selector
Strategy card	.card.bg-base-100
Strategy name	.card-title
Running badge	.badge-success
Stopped badge	.badge-ghost
Error badge	.badge-error
Start button	button:has-text('Start')
Stop button	button:has-text('Stop')
Environment vars icon	button[title*='Environment Variables']
Edit icon	a[title='Edit']
Logs icon	a[title='View Logs']

Modal Elements

Element	Selector
Modal backdrop	.modal-backdrop
Modal content	.modal-box
Save button	button:has-text('Save')
Cancel button	button:has-text('Cancel')
Close button	button:has-text('close')

Error Handling

Handle Login Redirects

# After navigation, check if redirected to login
snapshot = browser_snapshot()
if "login" in snapshot.lower() or browser_is_visible(selector="form[action*='login']"):
    # Perform login
    browser_fill(selector="input[name='email']", value=email)
    browser_fill(selector="input[name='password']", value=password)
    browser_click(selector="button[type='submit']")
    browser_wait_for(selector=".strategy-card", timeout=10000)

Handle Network Errors

# Check for network errors
console_messages = browser_console_messages()
for msg in console_messages:
    if "error" in msg.lower() or "failed" in msg.lower():
        # Log error and retry
        print(f"Browser error: {msg}")
        browser_reload()
        browser_wait_for(selector=".strategy-card", timeout=10000)

Handle Element Not Found

# Use try-except pattern with visibility checks
if browser_is_visible(selector="button:has-text('Start')", timeout=3000):
    browser_click(selector="button:has-text('Start')")
else:
    # Strategy might already be running or not found
    browser_snapshot()  # Debug: see current state

Best Practices

1. Always lock browser before interactions:

   browser_lock()  # Prevents other processes from interfering
   

2. Use snapshots for debugging:

   browser_snapshot()  # See page structure before interactions
   

3. Wait for elements before clicking:

   browser_wait_for(selector=".strategy-card", timeout=5000)
   browser_click(selector="button")
   

4. Unlock when done:

   browser_unlock()  # Release browser for other operations
   

5. Handle port variations:

   • Check if port 5001 is accessible, try 5002 if not
   • Verify which port OpenAlgo is running on

6. Verify changes:

   # After starting strategy, verify status changed
   browser_wait_for(selector=".badge-success", timeout=10000)
   browser_snapshot()  # Confirm final state
   

Troubleshooting

Strategy button not found:

• Use browser_snapshot() to see actual page structure
• Strategy might be in different section (running vs stopped)
• Check if strategy name matches exactly

API configuration not saving:

• Ensure strategy is stopped (running strategies are read-only)
• Check for validation errors in browser console
• Verify modal is fully loaded before filling fields

Login issues:

• Clear browser cookies if session expired
• Check if using correct port (5001 vs 5002)
• Verify credentials are correct

403 Errors:

• Usually indicates API key issues
• Update API keys in environment variables
• Restart strategy after updating keys