Upgrade

Follow these steps to upgrade your OpenAlgo application:

Option 1 : Regular Upgrade Method

Backup the Database

Navigate to your database folder and make a copy of the current database file for safekeeping.

# Example: Copy the existing DB file to a backup location
cd openalgo
cp db/openalgo.db db/openalgo_backup.db

Update the Application Code

Open your terminal and run the following command to pull the latest changes:

git pull

Update the .env files

update your .env files from .sample.env (as some of the newer updates often has new enviromentatal variables. which is vital for the openalgo to function

cp .sample.env .env

and config the apikeys and apisecret as per the openalgo broker documentation

Install Dependencies

Install or update the required Python packages by running:

pip install -r requirements.txt

Run the Migration Script

Execute the migration script to add the feed_token column to your database:

# Navigate to your OpenAlgo upgrade directory
cd upgrade

# Run the migration script
python migrate_smtp_simple.py

# Get back to openalgo directory
cd..

# Run the OpenAlgo App
python app.py

Option 2 : UV Method (Modern)

Here is a separate and clean upgrade guide for the UV method only:

1️⃣ Backup the Database

Before making any changes, backup your database:

# Example: Copy the existing DB file to a backup location
cd openalgo
cp db/openalgo.db db/openalgo_backup.db

2️⃣ Pull the Latest Application Code

Update to the latest version of OpenAlgo:

git pull

3️⃣ Update `.env` File

Copy the latest sample .env and edit with your API keys and secrets:

cp .sample.env .env

Then configure the required environment variables inside .env as per your broker and setup.

4️⃣ Install or Update Dependencies

Use uv to install/update packages:

uv pip install -r requirements.txt

5️⃣ Run the Migration Script

Update the database schema:

cd upgrade
uv run migrate_smtp_simple.py
cd ..

6️⃣ Run OpenAlgo Using UV

From the root OpenAlgo folder:

uv run app.py

You should see logs like:

✅ Configuration version check passed (1.0.3)
[2025-07-31 01:45:12,486] INFO in base: Scheduler started
[2025-07-31 01:45:12,587] INFO in base: Scheduler started
[2025-07-31 01:45:12,589] INFO in market_data_service: MarketDataService initialized
[2025-07-31 01:45:12,927] INFO in traffic_db: Initializing Traffic Logs DB at: sqlite:///db/logs.db
[2025-07-31 01:45:12,939] INFO in latency_db: Initializing Latency DB at: sqlite:///db/latency.db
[2025-07-31 01:45:13,024] INFO in auth_db: Initializing Auth DB
[2025-07-31 01:45:13,025] INFO in user_db: Initializing User DB
[2025-07-31 01:45:13,026] INFO in symbol: Initializing Master Contract DB
[2025-07-31 01:45:13,026] INFO in apilog_db: Initializing API Log DB
[2025-07-31 01:45:13,026] INFO in analyzer_db: Initializing Analyzer Table
...

Post-Upgrade Checklist

All databases initialize correctly
Scheduler, Websockets, ZeroMQ services are running
Broker modules are visible
API and strategy functions work normally

Verify the Migration

After running the script, verify that the column was added successfully by:

Checking the script output for success messages
Logging into your OpenAlgo application and testing broker authentication

Dependencies Check (Optional)

Ensure all installed dependencies are compatible with the new version:

• Use a virtual environment to avoid conflicts:

python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate
pip install -r requirements.txt

Configure the Environment

Create a .env file from the provided .sample.env file. Update the following configurations in the .env file:

• Generate random values for APP_KEY and API_KEY_PEPPER using: • Update the following parameters:

• BROKER_API_KEY

• BROKER_API_SECRET

• REDIRECT_URL

• Verify and adjust other configurations as needed.

Sample .env template

# OpenAlgo Environment Configuration File
# Version: 1.0.3
# Last Updated: 2025-07-31
# 
# IMPORTANT: When updating OpenAlgo, compare this version with your .env file
# If versions don't match, copy new variables from this file to your .env
ENV_CONFIG_VERSION = '1.0.3'

# Broker Configuration
BROKER_API_KEY = 'YOUR_BROKER_API_KEY'
BROKER_API_SECRET = 'YOUR_BROKER_API_SECRET'

# Market Data Configuration (Optional and Required only for XTS API Supported Brokers)

BROKER_API_KEY_MARKET = 'YOUR_BROKER_MARKET_API_KEY'
BROKER_API_SECRET_MARKET = 'YOUR_BROKER_MARKET_API_SECRET'

REDIRECT_URL = 'http://127.0.0.1:5000/<broker>/callback'  # Change if different

# Valid Brokers Configuration

VALID_BROKERS = 'fivepaisa,fivepaisaxts,aliceblue,angel,compositedge,dhan,dhan_sandbox,firstock,flattrade,fyers,groww,ibulls,iifl,indmoney,kotak,paytm,pocketful,shoonya,tradejini,upstox,wisdom,zebu,zerodha'


# Security Configuration
# IMPORTANT: Generate new random values for both keys during setup!

# OpenAlgo Application Key
APP_KEY = '3daa0403ce2501ee7432b75bf100048e3cf510d63d2754f952e93d88bf07ea84'

# Security Pepper - Used for hashing/encryption of sensitive data
# This is used for:
# 1. API key hashing
# 2. User password hashing
# 3. Broker auth token encryption
# Generate a new random string during setup using: python -c "import secrets; print(secrets.token_hex(32))"
API_KEY_PEPPER = 'a25d94718479b170c16278e321ea6c989358bf499a658fd20c90033cef8ce772'

# OpenAlgo Database Configuration
DATABASE_URL = 'sqlite:///db/openalgo.db'

# Additional Database Configuration
LATENCY_DATABASE_URL = 'sqlite:///db/latency.db'  # Database for latency monitoring
LOGS_DATABASE_URL = 'sqlite:///db/logs.db'        # Database for traffic logs 

# OpenAlgo Ngrok Configuration
NGROK_ALLOW = 'FALSE' 

# OpenAlgo Hosted Server (Custom Domain Name) or Ngrok Domain Configuration
# Change to your custom domain or Ngrok domain
HOST_SERVER = 'http://127.0.0.1:5000'  

# OpenAlgo Flask App Host and Port Configuration
# For 0.0.0.0 (accessible from other devices on the network)
# Flask Environment - development or production
FLASK_HOST_IP='127.0.0.1'  
FLASK_PORT='5000' 
FLASK_DEBUG='False' 
FLASK_ENV='development'

# WebSocket Configuration
# Use explicit IPv4 address for macOS compatibility
WEBSOCKET_HOST='127.0.0.1'
WEBSOCKET_PORT='8765'
WEBSOCKET_URL='ws://127.0.0.1:8765'

# ZeroMQ Configuration
# Use explicit IPv4 address for macOS compatibility
ZMQ_HOST='127.0.0.1'
ZMQ_PORT='5555'

# Logging configuration
LOG_TO_FILE='False'           # If True, logs are also written to log files in LOG_DIR
LOG_LEVEL='INFO'              # DEBUG, INFO, WARNING, ERROR, CRITICAL
LOG_DIR='log'                 # Directory for log files (relative to project root)
LOG_FORMAT='[%(asctime)s] %(levelname)s in %(module)s: %(message)s'
LOG_RETENTION='14'            # Number of days to retain log files
LOG_COLORS='True'             # Enable/disable colored console output (True/False)
FORCE_COLOR='1'               # Force enable colored output even in non-TTY environments


# OpenAlgo Rate Limit Settings
LOGIN_RATE_LIMIT_MIN = "5 per minute" 
LOGIN_RATE_LIMIT_HOUR = "25 per hour"
RESET_RATE_LIMIT = "15 per hour"
API_RATE_LIMIT="50 per second"
ORDER_RATE_LIMIT="10 per second"
SMART_ORDER_RATE_LIMIT="2 per second"
WEBHOOK_RATE_LIMIT="100 per minute"
STRATEGY_RATE_LIMIT="200 per minute"

# OpenAlgo API Configuration

# Required to give 0.5 second to 1 second delay between multi-legged option strategies
# Single legged orders are not affected by this setting.
SMART_ORDER_DELAY = '0.5'

# Session Expiry Time (24-hour format, IST)
# All user sessions will automatically expire at this time daily
SESSION_EXPIRY_TIME = '03:00'

# OpenAlgo CORS (Cross-Origin Resource Sharing) Configuration
# Set to TRUE to enable CORS support, FALSE to disable
CORS_ENABLED = 'TRUE'

# Comma-separated list of allowed origins (domains)
# Example: http://localhost:3000,https://example.com
# Use '*' to allow all origins (not recommended for production)
CORS_ALLOWED_ORIGINS = 'http://127.0.0.1:5000'

# Comma-separated list of allowed HTTP methods
# Default: GET,POST
CORS_ALLOWED_METHODS = 'GET,POST,DELETE,PUT,PATCH'

# Comma-separated list of allowed headers
# Default Flask-CORS values will be used if not specified
CORS_ALLOWED_HEADERS = 'Content-Type,Authorization,X-Requested-With'

# Comma-separated list of headers exposed to the browser
CORS_EXPOSED_HEADERS = ''

# Whether to allow credentials (cookies, authorization headers)
# Set to TRUE only if you need to support credentials
CORS_ALLOW_CREDENTIALS = 'FALSE'

# Max age (in seconds) for browser to cache preflight requests
# Default: 86400 (24 hours)
CORS_MAX_AGE = '86400'

# OpenAlgo Content Security Policy (CSP) Configuration
# Set to TRUE to enable CSP, FALSE to disable
CSP_ENABLED = 'TRUE'

# Set to TRUE to use Content-Security-Policy-Report-Only mode (testing without blocking)
# This will report violations but not block content
CSP_REPORT_ONLY = 'FALSE'

# Default source directive - restricts all resource types by default
CSP_DEFAULT_SRC = "'self'"

# Script source directive - controls where scripts can be loaded from
# Includes Socket.IO CDN which is required by the application
# 'unsafe-inline' is needed for Socket.IO to function properly
# Cloudflare Insights is used for analytics
CSP_SCRIPT_SRC = "'self' 'unsafe-inline' https://cdn.socket.io https://static.cloudflareinsights.com"

# Style source directive - controls where styles can be loaded from
# 'unsafe-inline' is needed for some inline styles in the application
CSP_STYLE_SRC = "'self' 'unsafe-inline'"

# Image source directive - controls where images can be loaded from
# 'data:' allows base64 encoded images
CSP_IMG_SRC = "'self' data:"

# Connect source directive - controls what network connections are allowed
# Includes WebSocket connections needed for real-time updates
CSP_CONNECT_SRC = "'self' wss: ws:"

# Font source directive - controls where fonts can be loaded from
CSP_FONT_SRC = "'self'"

# Object source directive - controls where plugins can be loaded from
# 'none' disables all object, embed, and applet elements
CSP_OBJECT_SRC = "'none'"

# Media source directive - controls where audio and video can be loaded from
# Allows audio alerts from your domain and potentially CDN sources in the future
CSP_MEDIA_SRC = "'self' data: https://*.amazonaws.com https://*.cloudfront.net"

# Frame source directive - controls where iframes can be loaded from
# If you integrate with TradingView or other platforms, you may need to add their domains
CSP_FRAME_SRC = "'self'"

# Form action directive - restricts where forms can be submitted to
CSP_FORM_ACTION = "'self'"

# Frame ancestors directive - controls which sites can embed your site in frames
# This helps prevent clickjacking attacks
CSP_FRAME_ANCESTORS = "'self'"

# Base URI directive - restricts what base URIs can be used
CSP_BASE_URI = "'self'"

# Set to TRUE to upgrade insecure (HTTP) requests to HTTPS
# Recommended for production environments
CSP_UPGRADE_INSECURE_REQUESTS = 'FALSE'

# URI to report CSP violations to (optional)
# Example: /csp-report
CSP_REPORT_URI = ''

# CSRF (Cross-Site Request Forgery) Protection Configuration
# Set to TRUE to enable CSRF protection, FALSE to disable
CSRF_ENABLED = 'TRUE'

# CSRF Token Time Limit (in seconds)
# Leave empty for no time limit (tokens valid for entire session)
# Example: 3600 = 1 hour, 86400 = 24 hours
CSRF_TIME_LIMIT = ''

# Cookie Names Configuration for Instance Isolation
# Customize these when running multiple OpenAlgo instances to prevent cookie conflicts
# Each instance should have unique cookie names
# Examples: 'instance1_session', 'user1_session', 'app_session', etc.
SESSION_COOKIE_NAME = 'session'
CSRF_COOKIE_NAME = 'csrf_token'

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