v0.9.0-beta.12

Changelog

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

[Unreleased]

🐛 Bug Fixes

• Hyperliquid market loading + e2e support for wallet-based CCXT
• Hyperliquid market orders via placeOrder override

🔧 Refactoring

• Ccxt override hooks accept defaultImpl + fix hyperliquid markPrice

v0.9.0-beta.11

Changelog

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

[Unreleased]

🐛 Bug Fixes

• Initialize select fields with first option when no default is set

🚀 Features

• Snapshot management in Dev page + CLAUDE.md verification rules
• Dynamic CCXT credentials + single-page New Account wizard

v0.9.0-beta.10

Changelog

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

[Unreleased]

Build

• Add Turborepo for workspace build orchestration

🐛 Bug Fixes

• FMP provider schema fixes + add EquitySearch fetcher
• Restore lastInteraction on startup + readSession filter + ISO timestamps
• Telegram auth guard hot-reload chatIds + fix misleading comment
• Persona & heartbeat default file auto-copy + UI editing
• Remove stale createAgent re-export + fix spec type errors
• Resolve remaining tsc errors in bbProvider specs and MockBroker
• Add codex provider support to channels CRUD endpoints
• Improve codex provider error logging with request details
• Add store:false and array input for Codex subscription endpoint
• Use output_item.done for function call_id instead of arguments.done
• MiniMax preset uses agent-sdk backend, not vercel-ai-sdk
• Schema form initialization + remove Custom option from presets
• Require explicit model selection for OAuth presets
• Wait for connection test before closing create modal
• Remove slash from Codex preset name + encode profile slugs in URLs
• Codex ask() uses streaming — subscription endpoint rejects non-streaming
• Test and save are separate user actions
• Force API key mode with CLAUDE_CODE_SIMPLE=1 to disable OAuth fallback
• Agent-sdk ask() throws on error instead of returning error as text

📚 Documentation

• Update README badges and project structure

🔧 Refactoring

• Type all market-data clients with openTypeBB standard models
• Test-provider uses SDK instead of HTTP + add bbEngine to ctx
• Reorganize MarketData config page + add commodity
• Replace ToolLoopAgent with direct generateText calls
• Replace flat AI config with profile-based system
• Codex provider uses structured input instead of text history
• Schema-driven preset forms via JSON Schema
• Replace label with name as profile identifier
• Split preset catalog + useSchemaForm hook + profile preset link

🚀 Features

• Register ETF, Index, Derivatives SDK clients
• Add commodity to calculateIndicator + fix test isolation
• Add FMP CommoditySpotPrice fetcher
• Add session awareness tools + connector context injection
• Dev page tab layout + tool execution workbench
• Telegram magic link onboarding for chat authorization
• Telegram /trading panel with multi-account support
• Hot-reload persona and brain state in system prompt
• Add Codex AI provider — OpenAI models via ChatGPT subscription OAuth
• Codex provider UI + dual auth mode (OAuth / API key)
• Rewrite frontend for profile-based AI config
• Preset system for guided profile creation + OAuth model fix
• Modal-based profile UI + remove global API keys
• Currency-aware UTA with FxService dual-table architecture
• Profile creation UX — name lockdown, duplicate check, connection test
• Ask() accepts profile parameter + test before save
• Currency-aware portfolio UI + FX rates sidebar

🧪 Testing

• Add bbProvider integration test framework + yfinance tests
• Add FMP bbProvider integration tests (33 fetchers)
• Add Codex provider e2e tests
• Add IBKR currency tracking e2e tests

v0.9.0-beta.9

Changelog

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

[Unreleased]

🐛 Bug Fixes

• IBKR account data — replace request-response with persistent subscription cache
• Enforce aliceId pipe format (accountId|nativeKey) across codebase
• TrailingAmount maps to trailStopPrice instead of auxPrice
• Query conditional/trigger orders via { stop: true } fallback (#90)
• Add .js extensions to ibkr ESM imports (#94)
• Heartbeat dedup test race condition on CI
• ModifyOrder null-check bugs in Alpaca/CCXT + extend field forwarding

📚 Documentation

• Add orderType param guide to placeOrder tool description

🔧 Refactoring

• Exchange override system for CCXT order routing
• Align placeOrder/modifyOrder AI tool params with IBKR Order fields
• Summarize getOrders output + add groupBy contract clustering
• Extract shared MCP export layer with number coercion

🚀 Features

• Add single-level TPSL (take profit / stop loss) to placeOrder
• Expose TPSL on fetched orders (OpenOrder.tpsl)

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