UR Partner Beta Deployment Runbook

Positioning

This is an assisted ticket prefill beta. It supports operational workflow, review, and logging. It is not autonomous trading and does not imply guaranteed results.

1. Host central dashboard/API

  1. Copy the MVP folder to the host for dashboard.unthinkretirement.com or a beta subdomain.
  2. Run python3 server.py behind HTTPS reverse proxy.
  3. Set the connector server_url to the public HTTPS URL before packaging.
  4. Confirm /api/state is restricted operationally before public rollout.

2. Create partner config

  1. Add/verify partner in data/state.json.
  2. Set platform account ID.
  3. Ensure connector_auth.token exists.
  4. Run python3 scripts/build_partner_packages.py.

3. Send partner package privately

Send only that partner's ZIP from release/. Do not post publicly because it contains the connector polling token.

4. Onboard partner

  1. Partner opens GooeyTrade in Chrome and logs in manually.
  2. Partner confirms visible account matches config.
  3. Partner runs START_CONNECTOR.command.
  4. Operator confirms heartbeat online.
  5. Send six-ticket matrix.
  6. Partner tests button 3 on each sample without manual submit.
  7. Review local /audit/latest and dashboard audit summary.

5. Micro manual-submit gate

Only after dry run passes, send one 0.01 micro ticket. Partner manually submits if correct, then confirms placement. If any mismatch appears, stop and mark REVIEW_REQUIRED/BLOCKED.

Operational blocks