Demo 5: test endpoint, order mapping, and read-only boundary

Before you begin

This tutorial records the unpublished main source candidate 0.2.0rc1. Bring your own local data and freeze it using the shared preparation guide. Results remain RESEARCH-ONLY with PIT guarantee false.

Shared preparation: select and freeze data

Save the offline configuration

Choose “Broker Connections” → first tab, “Offline cash-equity mapping preview”. The capability table is in the second advanced tab. Create a new workspace and choose test endpoint http://127.0.0.1:18081. Enter an explicit local account label/type, exchange, and credential-reference string; never enter the secret itself.

“Save offline configuration” writes local configuration only and does not resolve a reference or issue a token.

Generate the local order mapping

Use a teaching OrderIntent: code 6758, buy, quantity 100, lot size 100, tick size 1, and a valid Tokyo DAY timestamp. Supply the course’s fixed teaching estimate/fee/account/time; never treat a cached historical price as a live quote. Click “Generate local mapping preview”.

Expect mapped locally / not connected / not submitted, a local receipt containing the input identity, and network_calls=0. There are no submit, cancel, or token controls in this lesson.

Check the reference settings

The captured mapping uses test port 18081, account type 4 (specified account), and exchange 9 (SOR). Reference price, fee, account label, and teaching clock come from the fixed local course configuration.

Inspect the receipt and boundaries

Change quantity to 101 and preview again. Expect a lot-size block and network_calls=0. Failure evidence contains a redacted error code and does not store an order payload. Restore a valid lot multiple to preview again. Test configuration, valid mapping, 101-share block, and missing-reference diagnostic screenshots have all been captured in each locale and archived.

Verification and reproduction 5

Read-only connection check is a separate action. For its explicit missing-reference negative path, put the unique expected-to-be-undefined reference env:DEMO_MISSING_TOKEN in the test config, save it, and click “Read-only check”. The worker should stop at credential resolution with credential_missing and zero GET requests.

Only the reference name is persisted, never the secret value. This is a failed diagnostic, not a successful connection. A resolvable reference would start a localhost GET worker and may contact the terminal, so it is not used in this course.

The missing-reference diagnostic is captured in all three locales and archived. A workflow-implemented label does not prove the actual terminal is connected; production port 18080 is not used.

Continue learning

All five tutorials · Quantitative research basics · Reading result charts

Read-only broker API connection · Disclaimer and trading responsibility