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

Always lock browser before interactions:

browser_lock() # Prevents other processes from interfering

Use snapshots for debugging:

browser_snapshot() # See page structure before interactions

Wait for elements before clicking:

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

Unlock when done:

browser_unlock() # Release browser for other operations

Handle port variations:

• Check if port 5001 is accessible, try 5002 if not

• Verify which port OpenAlgo is running on

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