v0.9.0-beta.8

Changelog

All notable changes to Open Alice will be documented in this file.

[Unreleased]

🐛 Bug Fixes

• Explicitly reference static members in broker registry
• Resolve pre-existing tsc errors in trading routes, specs, MockBroker
• Switch IBKR package build from tsup to tsc, restore mixin types
• Resolve remaining tsc errors — E2E null checks, tool return type
• ClosePosition with conId-only contract, quote timeout graceful skip
• Broker init idempotent, UTA E2E shared instance, closePosition SMART routing
• Cron listener routing snapshot fires to AI engine
• Snapshot reliability — no fake data, retry on failure, carry-forward in equity curve
• Recompute netLiquidation from fresh position data instead of cached broker totals
• Add null checks to snapshot builder tests for strict tsc
• IBKR socket error crashes process — match Python's graceful disconnect
• Service tests write snapshots to tmpdir instead of data/trading/

📚 Documentation

• Update README + CLAUDE.md for IBKR, broker self-registration, AccountManager lifecycle
• Add IBKR broker README and annotate data source limitations
• Update README for pre-v1 — align structure, mark roadmap complete

🔧 Refactoring

• Move account lifecycle from main.ts to AccountManager
• Broker self-registration with configSchema + configFields + fromConfig

🚀 Features

• Dynamic broker config UI — frontend renders forms from /broker-types
• Account enable/disable toggle
• Capture fill data (qty, avgPrice) in order sync + IBKR completed orders
• Add UTA snapshot system — periodic + event-driven account state capture
• Add equity curve UI and snapshot API routes
• Make snapshot interval configurable via config.json + frontend UI
• Equity curve defaults to single UTA view with account switcher

v0.9.0-beta.7

Changelog

All notable changes to Open Alice will be documented in this file.

[Unreleased]

🎨 UI

• Description-aside layout for config pages (MarketData, News)
• Apply ConfigSection layout to Settings, Connectors, AI Provider
• Unified button classes, HeartbeatPage/ToolsPage layout polish
• TradingPage full redesign — cards, 2-step wizard, visual polish
• Pre-release design polish — branding, layout, micro-interactions
• Replace gradient accent with muted dark buttons
• Add OpenAI backend card + tone down button styling

🐛 Bug Fixes

• AlpacaBroker getOrder, UUID orderId, precision — add Alpaca e2e tests
• Remove duplicate logToolCall from providers — AgentCenter pipeline is the single source
• Rehydrate Decimal fields in TradingGit.restore(), add UTA Bybit e2e
• Trading tool descriptions + show staged ops in push panel
• Stop UTA recovery loop for permanent broker errors (missing API keys)
• Remove CcxtBroker read-only mode, require API keys for all accounts
• Verify broker connection before confirming account creation
• CancelOrder return type + parseOperationResult status mapping
• Backend switch drops stale model config + improve Agent SDK error logging
• Clear handshake timeout on success to prevent uncaught TypeError
• Default exchange=SMART and currency=USD for IBKR contracts
• IBKR getMarketClock timeout fallback + E2E singleFork for shared connections
• E2E tests use conId-based aliceId via searchContracts + getNativeKey

📚 Documentation

• Branch safety rules in CLAUDE.md — never delete dev, never --delete-branch
• Rename Agent SDK → Claude in frontend, update README + CLAUDE.md

🔧 Refactoring

• Remove realizedPnL from Alpaca hot path, add UTA real-broker e2e
• IBroker — remove provider field, add generic meta
• Move aliceId from broker layer to UTA layer
• MCP server create-once + auto-restart on config change
• Remove Claude Code CLI provider, unify on Agent SDK
• UTA self-connects on construction, remove external init/markOffline
• Split DataSourcesPage into MarketDataPage + NewsPage
• UTA management — remove legacy migration, add real-time health monitoring
• Move data/default/ → default/
• Eliminate Platform layer — one config = one UTA
• Split uta-real-broker e2e into uta-alpaca + uta-bybit
• Use beforeEach skip for E2E preconditions
• Align Position with IBKR, move crypto types to CCXT
• Separate health recovery from data service pipeline
• Remove hardcoded credential assumptions, add IBKR to UI
• Move contract identity resolution from UTA to IBroker

🚀 Features

• TradingPush requires manual approval via UI panel
• Push approval panel — reject with history, visual polish
• Agent SDK OAuth login + revert MCP server to per-request mode
• UTA health tracking + auto-recovery on broker failure
• Test connection before persisting account, exchange dropdown
• Structured error type system for broker → tool → AI chain
• Add IbkrBroker — IBroker adapter for Interactive Brokers TWS/Gateway

🧪 Testing

• Fix E2E for sync-fill behavior + market hours skip
• Fix remaining return→skip in ccxt-bybit e2e + add README
• Add IBKR E2E tests, refactor setup.ts safety mechanism
• Add order lifecycle E2E tests that run outside market hours

v0.9.0-beta.6

Changelog

All notable changes to Open Alice will be documented in this file.

[Unreleased]

🐛 Bug Fixes

• build: Fix opentypebb exports for production + add start script
• pipeline: Batch parallel tool results into single user message
• ui: Warn that Anthropic-compatible base URL must end with /v1
• pipeline: Remove double media extraction from text-kind providers
• Restore preview image in README
• Sanitize orphaned tool-calls in toModelMessages
• Correct message dispatch for TWS v201+ protocol
• Include spec files in tsc and fix all type errors
• Add optional chaining for legacy commits without contract/order
• Align frontend types with IBKR-renamed backend fields
• Upgrade deps to resolve 21 of 23 security vulnerabilities
• ci: Build @traderalice/ibkr before tests
• Nullable close price in crypto schema & IME composition guard (#65, #66)
• Order loss in Trading-as-Git — execution detection + precise sync
• Trading system precision — Decimal throughout, add reduceOnly
• AliceId uses market.symbol (unique) instead of market.id (ambiguous)
• Shared e2e setup + fetchClosedOrders without limit/since
• GetOrder uses fetchOpenOrder/fetchClosedOrder (singular)

📚 Documentation

• Add README for @traderalice/ibkr package
• Add DESIGN.md with exploration history and decision rationale
• Add experimental software disclaimer to README
• Update README with UTA architecture and IBKR type system
• Add Trading domain README — UTA design philosophy

🔧 Refactoring

• ai-providers: Rename GenerateProvider → AIProvider + add MockAIProvider
• Move mock.ts files into mock/ directories
• Consolidate provider utils into ai-providers/utils.ts + add vitest config
• Rename ai-provider.ts → ai-provider-manager.ts
• Push history serialization down into providers, remove inputKind
• Split decoder into modular handler files with full protobuf support
• E2e tests share single TWS connection via setup.ts
• Use IBKR types as UTA source of truth
• Rename ITradingAccount → IBroker, AlpacaAccount → AlpacaBroker, CcxtAccount → CcxtBroker
• Introduce UnifiedTradingAccount (UTA) class
• Rename providers/ → brokers/ directory
• Move broker types and factory into brokers/ directory
• Inline dispatcher and state bridge into UTA, add comprehensive tests
• Remove getAccountGit indirection, fix legacy commit crash
• Unified Trading Account (UTA) + IBKR type system (#67)
• Replace stub MockBroker with in-memory exchange simulator
• Trading-as-Git async model — push=submitted, sync=filled
• Remove defaultMarketType from CcxtBroker
• GetOrders(orderIds) — explicit query targets, no more guessing

🚀 Features

• Scaffold @traderalice/ibkr package — types, protocol, decoder, wrapper
• Complete EClient with all 100+ request methods
• Implement protobuf decoding for core TWS messages
• ToolCallLog + fix equity nullable OHLC (#69)
• Sync() accepts delayMs — exchange API settle time

🧪 Testing

• Expand unit test coverage from 62% to 74% statements
• Port Python tests + add comprehensive test suite (51 tests)
• Add unit tests for all IBroker methods on Alpaca and CCXT
• Precision + reduceOnly behavior tests (TDD contracts)
• Add UTA e2e tests — MockBroker lifecycle + Bybit sandbox
• Add raw CCXT diagnostic + e2e serial execution
• E2e confirms aliceId fix — orders now route to perp correctly
• Ccxt-bybit getOrder with 5s delay — still null, not a timing issue

v0.9.0-beta.5

Changelog

All notable changes to Open Alice will be documented in this file.

[Unreleased]

🐛 Bug Fixes

• ci: Add ui to pnpm workspace for unified dependency install
• ci: Remove pnpm cache from publish job to avoid path error
• openbb: Mount widgets.json on embedded server + align hono version
• Improve Alpaca and CCXT startup error handling for missing/invalid API keys

📚 Documentation

• Add OpenTypeBB tutorial for running financial data with OpenAlice
• Fix API key requirements in provider table

🚀 Features

• opentypebb: Add SEC provider with EquitySearch model
• openbb: Enable embedded API server by default
• openbb: Hot-reload embedded API server via plugin lifecycle

v0.9.0-beta.4

Changelog

All notable changes to Open Alice will be documented in this file.

[Unreleased]

⚙️ CI

• Add workflow_dispatch + independent registry checks for publish

🐛 Bug Fixes

• ci: Override NPM_CONFIG_USERCONFIG for npmjs publish
• Add pnpm workspace so opentypebb deps are installed automatically
• ui: Preserve content block order in streaming (text before tools)
• ui: Unify history and streaming message rendering

📚 Documentation

• Add v1 roadmap to README

🔧 Refactoring

• Extract connector classes from inline object literals
• ui: Redesign portfolio positions table for multi-asset UTA support
• streaming: POST /api/chat returns SSE stream instead of JSON
• ui: Extract useChat hook with pure reducer + test coverage (17 tests)

🚀 Features

• ui: Add favicon

🧪 Testing

• Add web streaming integration tests (chat pipeline + SSE transport)
• Add streaming POST SSE transport tests (3 tests)

v0.9.0-beta.3

Changelog

All notable changes to Open Alice will be documented in this file.

[Unreleased]

🐛 Bug Fixes

• ci: Write local .npmrc for npmjs publish to avoid GitHub Packages auth conflict

🔧 Refactoring

• Introduce ISessionStore interface and test doubles (MemorySessionStore, MockConnector)

🚀 Features

• opentypebb: Add widgets.json endpoint for OpenBB Workspace frontend

v0.9.0-beta.2

Changelog

All notable changes to Open Alice will be documented in this file.

[Unreleased]

⚙️ CI

• Publish opentypebb to both GitHub Packages and npmjs

🐛 Bug Fixes

• Restore opentypebb src exports for local dev, use publishConfig for dist
• session: Remove duplicate assistant text persistence

🔧 Refactoring

• Move model-factory to vercel-ai-sdk, rename engine.spec
• Merge ai-config.ts into config.ts
• Create src/server/ for port-exposed services
• Move skills to data/default/skills/
• Extract Connector types to connectors/types.ts
• Extract GenerateProvider types to ai-providers/types.ts

🚀 Features

• Publish @traderalice/opentypebb to GitHub Packages

v0.9.0-beta.1

Changelog

All notable changes to Open Alice will be documented in this file.

[Unreleased]

Config

• Default crypto to bybit demo, securities to alpaca paper with tickers

Merge

• Unified trading architecture + AGPL-3.0 relicense

⚙️ CI

• Add GitHub Actions workflow and fix time-sensitive test
• Add automatic release workflow on master merge

⚡ Performance

• Decouple CCXT init from startup, allow plugins to start immediately

🎨 UI

• Polish frontend design — chat input, sidebar, card system
• Round 2 polish — shared components, transitions, table hover
• Round 3 polish — toast system, send spinner, mobile fixes

🐛 Bug Fixes

• Inject persona + brain state into Claude Code provider
• Extract assistant text when Claude Code result is empty
• Align SettingsPanel with actual backend config structure
• Use --disallowedTools instead of --allowedTools for evolution mode
• Restore --allowedTools and hot-reload evolutionMode
• ui: Batch quality fixes — XSS, toggle, SSE dedup, error feedback
• Default mcpPort to 3001 so MCP tools server always starts
• Inject MCP tool permissions via --allowedTools, gitignore .claude/
• Skip crypto trading tools when engine is null
• openbb: Remove commodity from provider config, fix provider option lists
• Pass ccxt options under options key instead of spreading at top level
• tools: Set correct providers for equity fundamental and news tools
• openbb: Split news providers and handle 204 No Content
• Make MCP Server always-on — Claude Code provider depends on it for tools
• test: Update engine.spec.ts to match new VercelAIProvider constructor
• Connectors config auto-init and migration defaults
• Derive validSections from sectionSchemas to prevent config API drift
• news-collector: Retry RSS fetch once on failure
• docs: Replace Mermaid & syntax for broader renderer compatibility
• SSE stability — auto-reconnect with exponential backoff
• Clarify searchContracts/getContractDetails tool descriptions
• Update stale equitySearch/cryptoSearch references in tool descriptions
• Soften marketSearchForResearch description to avoid mandatory pre-search
• Seed platforms.json + accounts.json to disk on legacy migration
• Sequential loadMarkets with per-type retries for CCXT
• Add init retry with exponential backoff for AlpacaAccount
• Enforce aliceId as required contract identifier for trading tools
• opentypebb: Point exports to src/ so tsx resolves without build
• Upgrade opentypebb hono 4.7.4 → 4.12.7 to resolve type mismatch
• Allow 'agent-sdk' in backend switch API validation
• ui: Persist streamed tool calls and show thinking dots during text generation
• ci: Let pnpm version come from package.json packageManager field
• streaming: Push intermediate text events from Claude Code and Agent SDK providers
• session: Persist intermediate text blocks during tool loops

📚 Documentation

• Sync README with recent features
• Document Web UI dev workflow and dual-port architecture
• Sync README with OpenBB integration and provider default change
• Overhaul README to reflect recent architecture changes
• Delete stale scheduling.md, fix mcp-ask config section
• Add Key Concepts glossary and simplify Quick Start
• Delete stale scheduling_zh.md
• Remove dead live demo link, update header badges
• Add browser tool description prefix clarifying Chrome extension requirement
• Update README for unified trading architecture and AGPL-3.0
• Update README to reflect TypeScript-native OpenBB engine
• Update README for Engine removal, Agent SDK, and ConnectorCenter rename
• Add CI and license badges, remove redundant license section
• Add contributing guide (issues welcome, PRs not accepted)

🔧 Refactoring

• Split persona/heartbeat into default + user override
• Move Settings from slide drawer to dedicated page tab
• Unify AI provider default into Zod config system
• ui: Replace header tabs with sidebar navigation and widescreen layout
• Split analysis-kit into thinking-kit + analysis-tools
• Split Sandbox into KlineStore + NewsStore
• Merge analysis-kit + analysis-tools into archive-analysis
• Disconnect archive-analysis from runtime
• Remove lookback from indicator formula, use interval-based data window
• Extract unified indicator calculator to extension/analysis-kit
• openbb: Per-asset-class default provider instead of single global default
• ui: Extract shared form components and deduplicate config pages
• Absorb archive-analysis into news-collector, delete dead module
• Remove trading whitelist, replace with optional symbol-whitelist guard
• Consolidate AI provider config into single file and dedicated page
• Unify connector interface with structured delivery
• Introduce ConnectorCenter to centralize outbound notification logic
• Event-driven interaction tracking in ConnectorCenter
• Simplify heartbeat status to binary HEARTBEAT_OK / CHAT_YES
• Rename wallet* to trading*, make commit/push/sync source optional
• Provider tool injection + slim AccountCapabilities
• Remove adjustLeverage and leverage from OrderRequest
• IBKR-aligned OrderRequest + modifyOrder + dead code cleanup
• Split resolveContract into searchContracts + getContractDetails
• Unify equitySearch + cryptoSearch + currencySearch into marketSearchForResearch
• Merge platform into account flow in TradingPage
• Replace slide panel with centered modal dialogs
• Split CcxtAccount into smaller modules
• Split AlpacaAccount into smaller modules
• ai-provider: Align VercelAIProvider with ClaudeCodeProvider interface
• ui: Redesign DataSourcesPage with two distinct conceptual zones
• AgentCenter becomes orchestration center, providers slim down, Engine deleted
• persistence: Unify session persistence in AgentCenter

🚀 Features

• Add MCP Ask connector for external agent conversation
• Add evolution mode — two-tier permission system
• Auto-seed config files on first startup, untrack from git
• ui: Add responsive sidebar — collapse to hamburger menu on narrow screens
• ui: Add section descriptions to Settings and fix nav highlight
• ui: Beautify chat — ChatGPT/Claude-style layout, code copy, animations
• ui: Polish layout — SVG sidebar icons, Alice avatar, message grouping, safe area
• Add OpenBB equity data layer (src/openbb/equity)
• Equity symbol search with local regex index
• Equity indicator calculator with OpenBB data
• Make interval a required parameter in indicator formula syntax
• Add OpenBB crypto data layer (types + client)
• Add OpenBB commodity data layer (types + client)
• Add EIA petroleum status and energy outlook endpoints to commodity client
• Add OpenBB currency data layer (types + client)
• Add crypto search tool (adapter layer)
• Add currency search tool (adapter layer)
• Register crypto search, currency search, and analysis-kit tools
• Add Data Sources page with connection test and provider key management
• web: Render tool calls as collapsible groups in chat history
• Add multi-provider model support with hot-reload
• openbb: Inject provider credentials via HTTP header and add economy client
• ui: Expand provider keys to 8 providers with descriptions
• ui: Add per-provider Test button for API key validation
• ccxt: Add ticker, funding rate queries and fix realizedPnL
• ccxt: Expose order book depth query for liquidity evaluation
• alpaca: Add real-time quote and native closePosition
• crypto: Add extensible guard pipeline for trading operations
• ui: Add Crypto Trading config page with exchange and guard management
• ui: Replace manual save buttons with auto-save and debounce
• securities: Add extensible guard pipeline for trading operations
• ui: Add Securities Trading config page with broker and guard management
• openbb: Add News client and complete Commodity client coverage
• tools: Expose equity fundamentals and news tools to AI loop
• ui: Add Portfolio Dashboard + split routes and API into domain modules
• ui: Add card-based SDK selector and enable/disable toggles to trading pages
• ui: Add sidebar nested navigation for trading config pages
• Consolidate connector configs into connectors.json with enable/disable toggles
• ui: Multi-select card grid for connectors enable/disable
• news-collector: Add persistent news collection with RSS and OpenBB piggyback
• Hot-reload connector enable/disable without restart
• ui: Add News Collector section to DataSourcesPage with enable/disable cards
• Add Custom provider option for relay/proxy endpoints
• Add /dev debug page + rename deliver() to send() with kind
• Persist push messages to session for history survival
• Persistent media store with 3-word content-addressable names
• Image ContentBlock + date-based media storage
• Add paginated event log with full disk history
• Add dedicated Heartbeat page with config, prompt editor, and recent events
• Add Tool Panel for granular tool enable/disable with hot-reload
• Add unified trading types — Contract, ITradingAccount, AccountManager, TradingGit
• Add unified guard pipeline — merge crypto + securities guards
• Unified trading architecture — provider adapters, tool factory, main.ts rewrite
• Add test coverage, fix CCXT bug, merge frontend trading UI
• Unified multi-account tool routing with source parameter
• Aggregate getQuote across all accounts
• Add read-only mode to CcxtAccount for keyless market data access
• Introduce Platform layer for multi-account trading
• Trading config CRUD API + table/panel UI redesign
• Alpaca realized PnL via FILL activities + Portfolio page redesign
• Add React Router for URL-based navigation
• Replace Python OpenBB sidecar with in-process OpenTypeBB SDK
• openbb: Add backend selector and embedded API server support
• opentypebb: Add ~40 economy/commodity routes with FRED, OECD, BLS, EIA providers
• web: Add sub-channel support with per-channel AI config
• ui: Redesign chan...