Kite Platform Customer On boarding Back End Doc - theheapdump/kite-webapp GitHub Wiki

UI needs to provide a form to onboard a customer.

Email-ID: Phone-number: Password:

1). Register

This should verify the customer's phone number and email_id. Only once this is done, the customer should be able to do any action/use-case on the web-app.

After emailId & phone-number verification ->

UI needs to provide a profile page where customer needs to provide more information for us to connect to his kite-account.

If customer skips this -> the profile state will be false in the DB. -> He can only do operations on the UI that do not need kite-connection information

************* PENDING : How should the profile information look like ?? Form Elements ?? *************************

2). Sign In page ->

Email/Id or Phone Number: Password:

No Remember me support for this release

Sign in will do an authentication in the backend along with OTP on email/mobile and once authenticated , a cookie will be generated and sent back to the UI with the SESSIONID.

This cookie will be further used for any further authentication with the backend.

3). Log out:

This will inactivate the session and set the cookie max age to 0 and the cookie will be automatically thrown out of the browser.

Log out should redirect to a page like this

https://drive.google.com/file/d/17sKTmkMChCjPWRqTMhm31cq9qxHQ3Y-e/view?usp=sharing

Enabling Kite Developer API

  1. Open https://developers.kite.trade/ and try using your email and password
  2. If step 1 does not work then click on Forgot Password and Use the temporary password sent by zerodha to your email to login
  3. Once logged in enter basic details that are asked
  4. In the Above options click on 'My Apps'
  5. Then click on 'Create new app'
  6. Select Type: Connect (charges applicable Rs.2000/- per month by zerodha)
  7. Provide a Name for Your app, then provide the Zerodha Client ID
  8. The Redirect and Postback URL you need to take from us
  9. Once filled click on 'Create' button.
  10. Add the API Key and API Secret from zerodha that u have received.

COMMENTS:

  1. Added that we need OTP for login same OTP to the mobile number and email.
  2. Steps for enabling the API have to be shared with the user (available above)