v0.10.0-beta.5

Changelog

All notable changes to OpenAlice will be documented in this file.

[Unreleased]

📚 Documentation

• TODO: Flag profile + AI Provider model needs structural rethink

🔧 Refactoring

• workspaces: Drop global-config inheritance, wire MCP per-spawn

🚀 Features

• workspaces: Per-workspace AI provider config via CLI-native files
• workspaces/ui: Add ⚙ AI Provider button to sidebar workspace row
• workspaces/ui: Readable tab titles + sidebar truncate + SDK icons
• workspaces: Overview dashboard with card-based status view
• workspaces: Group Overview dashboard by template type
• chat: Two-section sidebar — workspace chat (recommended) + traditional
• chat: Chat sidebar UX — default tag, collapsible groups, visual parity

v0.10.0-beta.4

Changelog

All notable changes to OpenAlice will be documented in this file.

[Unreleased]

🚀 Features

• workspaces/auto-quant: Zero-config via public mirror + per-workspace isolated data

v0.10.0-beta.3

Changelog

All notable changes to OpenAlice will be documented in this file.

[Unreleased]

🐛 Bug Fixes

• cron: Prune orphan snapshot / heartbeat via migration 0004
• workspaces/codex: Translate streamable-http MCP entries to codex flags

📚 Documentation

• todo: Track MCP-out-of-connectors refactor
• todo: Close MCP-out-of-connectors entry (done in 6188fd9)

🔧 Refactoring

• config: Extract MCP server out of connectors into top-level

🚀 Features

• workspaces: Add VS Code-style Workspaces activity
• workspaces/chat: Write Alice persona into CLAUDE.md + AGENTS.md

v0.10.0-beta.2

Changelog

All notable changes to OpenAlice will be documented in this file.

[Unreleased]

🐛 Bug Fixes

• ui/diary: Newest-first ordering — diary is a feed, not a chat
• broker/ccxt: Refuse partial market load on init
• trading: NetLiquidation aggregation correctly subtracts short marketValue
• ui/tabs: Crypto.randomUUID fallback for non-secure contexts
• tool/trading: Tolerate empty string in positiveNumeric

🔧 Refactoring

• ui/sidebar: Move Diary from ActivityBar into Chat sidebar
• task: Migrate heartbeat / cron / task-router to AgentWorkRunner
• task: Migrate heartbeat/cron to AgentWork emitters; collapse per-source events into canonical; delete task-router
• snapshot: Scheduler driven by Pump instead of cron-engine
• heartbeat: Migrate to Pump; remove isInternalJob filter; orphan cron cleanup

🚀 Features

• core: AgentWork primitive + ProviderResult.toolCalls plumbing
• tool: Add notify_user — intent signal for autonomous notifications
• core: Add canonical agent.work.* events for AgentWork dispatch
• core: Agent-work-listener with source registry + 17 tests
• core: Extract parseDuration to src/core/duration.ts
• core: Pump primitive — interval-scheduled callback

v0.10.0-beta.1

Changelog

All notable changes to OpenAlice will be documented in this file.

[Unreleased]

Rename

• ui: /trade → /trading-as-git for semantic clarity

Revert

• ui: Drop react-resizable-panels — caused initial-load layout flash
• ccxt: Drop canonical localSymbol; wire format is broker-native identity

⚡ Performance

• ui: Bypass React during sidebar drag — update DOM width directly

🐛 Bug Fixes

• test: Uta-lifecycle e2e — string vs number assertions
• brokers/longbridge: Live mark price + options/warrants multiplier
• ui/chat: Scope auto-scroll to container, not scrollIntoView
• trading: Rebuild spot avgCost from fill history with markPrice bootstrap
• trading: ReconcileBalance fields must be string, not Decimal
• ui/tabs: Hide tab-strip scrollbar, add wheel→horizontal scroll
• ui/chat-sidebar: Notifications row reads as button, not header
• ui/simulator: Mark-price input refreshes after Set/Tick actions
• mock: Unify position-map key — getNativeKey everywhere
• mock: 3 multi-asset bugs surfaced via simulator QA pass
• ui: Portfolio position pill mirrors canonical SecType
• mock: Allow externalTrade SELL to open short positions
• uta: Wallet bootstrap respects broker-reported avgCost
• market-data: Repair FRED end-to-end + add market-data e2e harness
• ui: MarketDataPage hints — drop unimplemented providers, refresh dead URLs
• eia: Repair credential prefix + sort syntax + value coercion
• version: Hit /releases (not /releases/latest) so prerelease tags surface

📚 Documentation

• readme: Rework header badges, add community + getting help
• claude: Branch convention for invasive refactors
• claude: Drop worktree convention; point parallel work at cloud
• todo: Cost-basis bootstrap overwrites broker avgCost
• todo: Drop cost-basis bootstrap entry — fixed in ab51371
• todo: IBKR getNativeKey may collide on option-chain fanout

🔧 Refactoring

• trading: Narrow all UTA monetary fields to string
• trading/tool: Tighten positiveNumeric to string-only
• ui: Sidebar styling pass + drop misleading SSE indicator
• web: Downgrade default channel — editable, no longer privileged
• ui: Section abstraction + dialog-driven channel CRUD + panel scaffolding
• ui: Align with VS Code structure — ActivityBar / Sidebar / approval-in-sidebar
• ui: Nest settings sub-routes under /settings/*
• ui: Chat moves to explicit /chat route (was at root /)
• ui/sidebar: Extract SidebarRow, full-color text + active accent bar
• ui/automation: Hoist sub-tabs into the sidebar
• ui/logs: EventLogSection switches from SSE to 3s polling
• Connectors/web split — webui/ owns the UI server, connectors/web/ keeps the chat connector
• trading: Extract one-shot order pipeline into domain
• notifications: Drop SSE stream, switch to 20s polling
• ui: Move simulator account creation into Dev → Simulator tab
• ui/simulator: Two-column layout + PnL column, drop Chinese strings
• trading: Phase 1 — type discipline + shared position math
• trading: Phase 2 — broker output funnels through buildContract / buildPosition
• trading: Phase 3 — drain CCXT wire format from canonical Contract
• trading: Phase 4 — strict SecType union + full IBKR taxonomy

🚀 Features

• uta: Detail page at /uta/:id + UTA-naming pass top-to-bottom
• uta: Manual order entry from frontend
• brokers/others: LeverUp Monad perp DEX adapter via OCT relayer
• brokers/longbridge: Longbridge OpenAPI multi-region adapter
• trading: Broker preset wizard — Recommended vs Crypto sections
• ui: VS Code-style activity bar + secondary sidebar
• ui: URL-routed Dev tabs + absorb Logs as Dev sub-page
• ui: Wrap ChatPage in PanelGroup (v2, no app-level wrap)
• ui: Trading as its own ActivityBar item — separate activity from Chat
• ui: Drag-to-resize Sidebar + reusable Resizer primitive
• ui: Swap hand-rolled Sidebar resize for react-resizable-panels v4
• ui: Persist resizable panel layout to localStorage
• trading: Split CRYPTO secType into CRYPTO + CRYPTO_PERP
• ui/tabs: Workspace store foundation (zustand + types)
• ui/tabs: Replace Routes with TabHost — phase 1 shell switchover
• ui/chat: Drop SSE push channel, add disconnect-resume polling
• ui/tabs: Phase 2 — decouple ActivityBar from tabs, add sidebars
• ui/tabs: Per-activity ActivityBar behavior + Portfolio sidebar
• ui/live: Introduce LiveStore abstraction, migrate useAccountHealth
• core: Notifications store as canonical record; per-connector surfacing
• ui/notifications: Notification center sidebar + LiveStore
• ui: Notifications inbox tab + chat-sidebar entry with unread badge
• ui/chat: Confirm dialog before deleting a channel
• trading: MockBroker simulator console — manual撮合 + DevPage tab
• trading: Derive UTA id from broker identity, drop user-typed ids
• ui/simulator: Tab strip + sticky action panel + event log + keyboard
• ui/tabs: Right-click context menu — close others / right / left / all + copy URL
• simulator: Support OPT / FOP / FUT / STK / CASH / BOND alongside CRYPTO
• uta: Ephemeral test UTA lifecycle (boot purge + manual destroy)
• tool: Expose FRED via three economy tools (search/series/regional)
• tool: Expose EIA energy outlook + petroleum status as economy tools
• tool: Expose BLS search + series as economy tools, fix NaN sneak-through
• opentypebb: Classify network-unreachable errors for AI tool callers
• ui/uta: Redesign Trading list + UTA detail with live data, NAV chart, grouped positions, snapshot timeline
• ui: Cross-cutting design polish — typography scale, lucide icons, PnL color discipline, live-pulse indicator, Portfolio polish
• migration: Introduce versioned migration framework + extract AI credentials as 0002
• ai-providers: Preset-driven SDK adapter selection for test path
• ai-provider page: Credentials + SDKs two-region layout with bidirectional highlight
• version: GitHub Releases update detection + banner UI

v0.10.0-beta.0

Changelog

All notable changes to OpenAlice will be documented in this file.

[Unreleased]

🐛 Bug Fixes

• market: Unshrink financial statements + persist K-line view in URL
• market: Align panel field keys with opentypebb canonical schema
• opentypebb: Alias FMP equity quote yearHigh/yearLow/marketCap
• market-data: Hot-reload provider + credentials when config changes
• opentypebb: Align yfinance fundamentals fields to canonical schema
• market: Yfinance market cap alias + tolerate ratios 500
• opentypebb: Alias yfinance quote change / change_percent / last_timestamp
• market: Rename KlinePanel setInterval setter to avoid shadowing
• config: Auto-migrate legacy accounts.json instead of crashing

📚 Documentation

• Event system guide + CLAUDE.md subsystem pointer
• claude.md: Rolling dev→master PR convention for multi-session work

🔧 Refactoring

• market: Drop bid/ask from QuoteHeader
• market: Instant multi-line tooltip on Card info icon
• connectors: Single shared message producer on ConnectorCenter
• market: Sort tradeable contracts by familiarity, not broker order
• market: Collapse tradeable contracts beyond the first 3
• news: Harden write path + retire v1 getNews
• opentypebb/fmp: Split degradation logs from real errors
• trading: Preset-based UTA config (BREAKING)

🚀 Features

• market: Per-asset-class detail routes with equity pilot
• market: Per-card data source hint + partial metrics tolerance
• market: Auto-refresh price-sensitive panels on a timer
• chat: Infinite-scroll-up history pagination
• ai-providers: Add DeepSeek preset (V4 Pro default)
• trading: Broker-side contract search domain helper + HTTP route
• market: TradeableContractsPanel — bridge analysis to UTA
• trading: Centralized broker-search normalization rules
• market: Pass assetClass through TradeableContractsPanel
• brokers: Shared fuzzy ranker + optional catalog refresh
• brokers: EnumeratingCatalog for Alpaca + CCXT, 6h refresh cron
• brokers/ccxt: Synthesize spot holdings into Position records
• trading/wizard: Multi-step new-account flow with explicit test

🧪 Testing

• e2e: OKX broker — covers spot synthesis end-to-end

v0.9.0-beta.13

Changelog

All notable changes to OpenAlice will be documented in this file.

[Unreleased]

🎨 UI

• flow: Hide dead-side event nodes

🐛 Bug Fixes

• CommodityClient used equity provider instead of commodity provider
• Clarify tool description — SMA/RSI return scalar, no [-1]
• Eliminate floating-point precision artifacts in trading monetary fields
• Align equity() API return type with Decimal string fields
• Use ReactNode instead of global JSX.Element in DiaryPage
• Avoid ENOENT race in cron engine save() on concurrent writes
• ui: Unstick chat scroll during streaming + Push panel precision
• market: Client-side timeframe zoom + provider badge on K-line
• opentypebb: FMP date range + error-log safety in amakeRequest
• market-search: Rank by match quality instead of asset-class order

📚 Documentation

• Rewrite README intro and restructure features
• Restructure Architecture section, reorder Key Concepts below it
• Clean up Quick Start, move project structure to docs/
• Redesign README hero with centered logo and tagline
• Log three open bugs in TODO.md
• ai-providers: Note why Kimi uses agent-sdk despite Moonshot pushing OpenAI-compat

🔧 Refactoring

• Reorganize Events/Heartbeat/AgentStatus into Scheduler+Logs
• Unify tab bar style, merge Tools into Settings, rename to Automation
• Split News into feed terminal + collector config
• Rename Activity → Diary and redesign as card-based feed
• Remove trigger event + trigger-router
• agent-sdk: Classify auth errors to quiet user-fixable misconfig
• brain: Drop emotion dimension, constrain frontal lobe to self-referring notes
• trading: Migrate Order price fields to Decimal end-to-end
• market-data: Merge opentypebb HTTP routes into web plugin
• ui: Stop onScroll from mutating chat scroll lock

🚀 Features

• Commodity canonical naming + catalog search
• CalculateIndicator returns dataRange with OHLCV time span
• Add GET /api/news endpoint + dev watch mode
• Add news feed view with lookback/source filtering
• Introduce AgentEvent type system with runtime validation
• Add Activity page exposing heartbeat session as read-only status feed
• Default Claude to Opus 4.7 and expose inline model switcher in profile list
• Introduce ListenerRegistry for unified event subscription lifecycle
• Open the system — webhook ingest + TriggerListener + causedBy
• Constrained emitter + topology endpoint + Flow visualization
• Unified subscribes/emits grammar + typed webhook ingest
• Event system maturation — metadata + fire() + wildcard aura + metrics
• Producer concept — pure event sources in the listener registry
• Task-router listener + task.requested external event
• Webhook sub-tab on /automation — docs + try-it for event ingestion
• security: Bearer-token auth on /api/events/ingest
• news: Curated feed menu + per-feed enable/description
• ai-providers: Add GLM (Zhipu) preset via Anthropic-compatible endpoint
• ai-providers: Region-aware endpoint picker + Kimi preset
• diary: Add Brain sidebar showing frontal lobe + emotion state
• market: Symbol search + K-line page, provider resolution from config
• market: Interval selector + labeled button groups on K-line
• ai-providers: Bump Kimi default to K2.6
• ui: Test buttons on existing AI provider profiles
• agent-sdk: Observability — result metadata, opt-in debug, notes doc

🧪 Testing

• Add analysis tool e2e tests across equity/crypto/commodity

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