CHANGELOG.md

Changelog

All notable changes to OpenAlice 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

⚡ 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 channel UI with popover + config modal
• Per-channel Vercel AI SDK model override (provider/model/baseUrl/apiKey)
• Add Agent SDK as third AI provider backend
• ui: Add Agent SDK to frontend provider UI
• Add streaming event layer to AI providers
• ui: Consume SSE streaming events for real-time AI response progress

🧪 Testing

• Add 48 unit tests for equity indicator calculator
• Add unit tests for trading dispatchers and wallet state machines
• Add message pipeline integration tests (42 tests)
• Add core module unit tests (134 tests)