Local automation runtime

The web app is the operator UI. A separate local worker process handles Shariah Tables sync, Upstox-backed scanning, and paper automation while Kite stays execution-only.

PAPERUpstox data readyACTIVEStopped off hours
Data providerUpstox Analytics Token

Ready through 15 Apr 2027, 11:59 pm

Broker sessionJuned Rahim Sayyed

Last auth 14 May 2026, 1:55 pm

Runtime postureStopped off hours

Upstox quote fetch failed with status 401.

Next stepsUpstox for data, Kite only for execution

Add UPSTOX_ANALYTICS_TOKEN for scans and backtests, then run npm run worker or npm run local. Kite login is only needed when live execution or broker sync is required.

Settings · Setup

Everything the operator should verify before trusting the app

This section keeps localhost execution honest about env readiness, data sources, and the daily broker-auth dependency before market hours start.

Checklist

Every item needs a clear pass or pending state.

Runtime store readyPass

Local Postgres-backed runtime state is writable and active.

Kite keys configuredPass

Key present in env.

Upstox data token availablePass

Analytics Token is available for scans, benchmark data, and backtests.

Redirect URL matches localhostPending

https://trade.clearwatercraft.com/api/auth/kite/callback

Worker process runningPass

Worker posture: Stopped off hours.

Shariah Tables source definedPass

https://shariah-seven.vercel.app/api/stocks?status=COMPLIANT&sort=name&order=asc

Universe snapshot availablePass

1008 names are currently imported from the active source.

Kite trading session readyPass

Paper mode does not require a daily Kite login.

Operator notes

The goal is to keep localhost honest, not magical.

Localhost is fine for review and supervised live use

The machine still has to stay awake and connected through market hours.

Postback URL is not required for local mode

WebSocket-based updates are the cleanest local path. Production can add an HTTPS callback later.

Run the worker separately from the web app

Use npm run worker for automation only, or npm run local to start the web app and worker together.

Paper mode should remain the first proving ground

The Shariah Tables worker can run automatically, but live order placement should only be enabled after paper behavior is trusted.