Action Center

What is Action Center?

Action Center is an approval queue for eligible live order requests in semi-auto mode. Supported queued orders wait for review before the approval executor sends them to the broker.

Think of it as a safety checkpoint between your trading strategy and your real money.

Why Would You Use It?

Real-World Examples

Example 1: Testing a New Strategy

• You wrote a Python trading bot that generates buy/sell signals
• You're not 100% confident it works correctly yet
• Instead of letting it trade automatically, you enable Action Center
• Now every order waits for your approval - you can catch mistakes before they cost you money

Example 2: High-Risk Trades

• Your strategy generates a signal to buy 1000 shares of a volatile stock
• You want to review the order before it executes
• Action Center lets you verify quantity, price, and timing before confirming

Example 3: Learning and Monitoring

• You want to understand what signals your strategy is generating
• Action Center shows you every order before execution
• Great for learning how your algorithm behaves in real market conditions

How It Works

Two Modes

1. Auto Mode (Default) - Fully Automated

Trading Signal → Tradeboard → Broker → Order Executed
                (instant)

Orders execute immediately without any manual intervention.

2. Semi-Auto Mode - Manual Approval Required

Trading Signal → Tradeboard → Action Center (WAIT) → You Approve → Broker → Order Executed
                            (paused here)              ↓
                                                 You Reject → Order Cancelled

Orders wait in Action Center for you to review and approve.

Step-by-Step Setup

Step 1: Enable Semi-Auto Mode

1. Go to Profile → API Key page
2. Find "Order Execution Mode" section
3. Turn ON the toggle switch (it will turn orange)
4. Status changes from "Auto Mode" to "Semi-Auto Mode"

Step 2: Send Orders from Your Strategy

Your Python code stays exactly the same:

api.placeorder({
    "apikey": "YOUR_API_KEY",
    "symbol": "SBIN",
    "action": "BUY",
    "quantity": "10"
})

But now the response will be different:

{
    "status": "success",
    "message": "Order queued for approval in Action Center",
    "mode": "semi_auto"
}

Step 3: Review Orders in Action Center

1. Click "Action Center" in the main menu
2. You'll see a badge showing how many orders are pending
3. Click on "Pending" tab to see orders waiting for approval

Step 4: Approve or Reject

For each order, you can:

• Approve: Click green "Approve" button → Order sends to broker
• Reject: Click red "Reject" button → Order cancelled, never sent to broker

What You Can See in Action Center

For each pending order:

• Symbol (e.g., "SBIN")
• Action (BUY or SELL)
• Quantity (e.g., 10 shares)
• Price (e.g., ₹625.50)
• Order Type (MARKET, LIMIT, etc.)
• When it was created (e.g., "2 minutes ago")
• Current status (Pending, Approved, Rejected)

Tabs in Action Center

1. Pending - Orders waiting for your action
2. Approved - Orders you approved and sent to broker
3. Rejected - Orders you declined
4. All Orders - Complete history

An Approve All control clears the whole pending queue in one action, and a pending row can also be deleted outright rather than approved or rejected. A count endpoint drives the badge in the navigation bar.

Special Features

Auto-Refresh

Socket.IO events refresh the list when pending orders are created or updated. A manual refresh control is also available.

Statistics Dashboard

At the top, you see:

• Pending Approval: 5 orders
• Buy Orders: 3
• Sell Orders: 2
• Approved: 15
• Rejected: 2

Audit Trail

Every action is logged:

• Who approved/rejected
• When it was approved/rejected
• Rejection reason (if you provide one)

Common Questions

Q: Do I need to change my trading code?

A: No! Your API calls stay exactly the same. Just toggle the mode in settings.

Q: What happens if I don't approve/reject orders?

A: They stay in the Pending queue indefinitely. Your strategy will keep generating signals, but they won't execute until you approve.

Q: Can I switch back to Auto Mode anytime?

A: Yes! Just toggle the switch OFF in API Key settings. New orders will execute immediately again.

Q: Which order types can the approval executor dispatch?

A: The approval executor dispatches seven order types:

• Regular orders (placeorder)
• Smart orders (placesmartorder)
• Basket orders (basketorder)
• Split orders (splitorder)
• Options orders (optionsorder)
• Multi-leg options orders (optionsmultiorder)
• GTT orders (placegttorder)

Everything else bypasses the queue. Order status, order book, trade book, positions, holdings, funds, open position, and the GTT order book always execute immediately because they only read. Close-position, close-all-positions, cancel, cancel-all, modify, modify-GTT, and cancel-GTT are refused with HTTP 403 in semi-auto live mode: switch back to Auto mode to use them. Cancelling or modifying a GTT is deliberately excluded from the queue because a queued action against a GTT that has already triggered is unsafe.

Q: Can I see which orders my strategy generated vs which I approved?

A: Yes! Each order shows:

• Created time (when strategy sent it)
• Approved time (when you clicked Approve)
• Broker order ID (after execution)

Quick Comparison

Feature	Auto Mode	Semi-Auto Mode
Order Execution	Immediate	After approval
Your Involvement	None	Review each order
Safety	High risk (no checks)	Low risk (manual review)
Speed	Very fast	Slower (manual)
Best For	Proven strategies	Testing, learning

When to Use Which Mode

Use Auto Mode When:

• Your strategy is proven and tested
• You need high-frequency trading
• You trust the strategy 100%
• Speed is critical

Use Semi-Auto Mode When:

• Testing a new strategy
• Learning algorithmic trading
• High-risk trades need verification
• You want full control over every order

Example Workflow

Scenario: You're testing a new momentum strategy

1. Morning 9:00 AM
   • Enable Semi-Auto mode in settings
   • Start your Python trading bot
2. 9:30 AM - Market opens
   • Your bot generates BUY signal for RELIANCE
   • Order appears in Action Center "Pending" tab
3. 9:31 AM - You review
   • Symbol: RELIANCE (correct)
   • Quantity: 10 (looks right)
   • Price: ₹2,500 (reasonable)
   • Click "Approve"
4. 9:31 AM - Order executes
   • Sent to broker
   • Shows "Approved" status
   • Broker order ID: 240612000123456
5. 10:00 AM - Another signal
   • Your bot wants to SELL 100 shares of INFY
   • Wait... 100 shares seems too much!
   • Click "Reject" with reason: "Quantity too large"
6. End of Day
   • Review statistics: 10 approved, 2 rejected
   • Adjust your strategy code to fix the quantity issue

Tips for Success

1. Start with Semi-Auto when testing new strategies
2. Switch to Auto only when you're confident
3. Monitor the Pending tab regularly (it auto-refreshes)
4. Use rejection reasons to track why you rejected orders
5. Review history in "All Orders" tab to learn from patterns

---

Remember: Action Center gives you control. Use it wisely to protect your capital while testing new strategies!