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Changelog

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

[Unreleased]

🏗️ Architecture — UTA-split v1

Split the trading domain into a dedicated UTA service co-located with Alice. Broker connections, the git-like approval state machine, snapshot scheduling, FX, and the broker SDKs (CCXT / Alpaca / Longbridge / IBKR TWS port) all live in services/uta/ now. Alice talks to UTA over loopback HTTP through UTAManagerSDK + UTAAccountSDK — the public surface (ctx.utaManager, the 19 AI trading tools, UnifiedTradingAccount method shapes) is preserved, the implementation underneath swapped to an HTTP adapter.

Three carriers of the L2 supervisor (Guardian) now share a module: scripts/guardian/{shared.ts, dev.ts, prod.mjs}. Guardian probes ports, spawns UTA + Alice (+ Vite in dev), gates Alice's boot on /__uta/health, and watches data/control/restart-uta.flag for config-change-triggered UTA respawns.

Docker image now produces both dist/main.js (Alice) and services/uta/dist/uta.js (UTA), runs them under tini + Guardian.

Shared wire types + the broker preset catalog moved into a new @traderalice/uta-protocol workspace package. Alice ↔ UTA both depend on this; it's the long-term boundary contract if UTA later migrates to a separate carrier (mobile / home server / etc).

Not yet shipped: auth gate between Alice and UTA (deliberately deferred — v1 binds UTA to 127.0.0.1 and trusts same-host); public-internet deployment + admin-token session cookie path; physical UTA migration off the Alice host.

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)