v0.89.2-beta

Changelog

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

[0.89.2-beta] - 2026-08-06

🐛 Bug Fixes

• ui: Scope style-recommended colors
• ui: Flatten Win98 session rows
• pi: Localize workspace provider injection

📚 Documentation

• Complete shadcn migration plan
• Archive runtime style profile plan
• Complete Pi local injection plan
• plans: Record semantic assignee delivery

🚀 Features

• ui: Add focused chat workspace view
• ui: Migrate shadcn primitives to Base UI
• ui: Add runtime style profiles
• ui: Add Windows Classic palette
• issues: Clarify scheduled assignee semantics

v0.89.1-beta

Changelog

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

[0.89.1-beta] - 2026-08-06

⚙️ CI

• Fetch release tags for broker pack smoke
• Parallelize release build work
• Parallelize desktop broker pack smoke
• Surface failures before package smoke

🐛 Bug Fixes

• market-data: Return latest UTA bars
• analysis: Preserve multi-interval provenance
• ibkr: Arm handshake listeners before greeting
• broker-packs: Reconcile installed releases on upgrade
• demo: Expose Workspace files
• demo: Report current app version
• demo: Reconnect Tracked note workspaces
• demo: Persist news collector config
• demo: Restore issue run conversations
• ui: Preserve Tracked artifact provenance
• issues: Keep scheduled work with one owner
• ui: Open sessions from provenance identity
• ui: Confirm before opening provenance session
• ui: Name session row actions
• settings: Expose selected controls
• connectors: Localize status overview
• trading: Localize broker review
• ui: Label every toggle control
• ui: Make workspace cards keyboard accessible
• inbox: Follow current workspace labels
• news: Show latest articles first
• automation: Label runs with workspace tags
• demo: Keep crypto markets open
• connectors: Preserve secret drafts
• news: Validate RSS feed URLs
• connectors: Stage secret updates explicitly
• ui: Honor UTA account labels
• ui: Identify position close actions
• ui: Expose active order view
• ui: Expose order history details
• ui: Make order history responsive
• ui: Give trading tables full width
• Prevent oversized position closes
• cli: Accept kebab-case workspace flags
• ui: Preserve WebPi reader scroll position
• Preserve Pi and OpenCode context state
• portfolio: Apply validated snapshot settings
• ui: Localize file viewer back action
• ui: Localize the market FX landing
• ui: Ignore IME composition Enter in chat
• ui: Isolate closed mobile page drawers
• ui: Close mobile chat drawer after navigation
• ui: Make workspace files keyboard accessible
• ui: Add keyboard behavior to launch menus
• ui: Surface tracked list refresh failures
• ui: Make portfolio account header responsive
• market: Rank real assets ahead of synthetic derivatives
• ui: Make news article disclosures keyboard accessible
• ui: Scope chat workspace actions
• installer: Verify managed TUI dependency
• ui: Default Files panel to closed
• guardian: Retry transient Windows owner writes
• conversation: Make timeouts opt in
• ui: Expose model suggestions
• release: Verify tag-pinned installer plan
• desktop: Make update handoff observable
• installer: Highlight current shell activation
• release: Unblock desktop 0.89 artifacts
• release: Mirror NSIS updater install mode
• release: Mirror detached NSIS updater launch
• desktop: Run assisted updates silently
• updater: Take over legacy Windows process trees
• updater: Stop residual Windows install processes
• updater: Bypass legacy long-path uninstaller
• cli: Preserve stable updates for release installs
• Surface runtime provider errors

📚 Documentation

• Self-host star history chart
• Refresh star history palette
• Close broker pack release safety plan
• ui: Define warm editorial design contract
• chat: Require AutoQuant handoff paths

🔧 Refactoring

• workspaces: Retire per-workspace agent pins
• cli: Clarify workspace command boundaries

🚀 Features

• workspaces: Disclose launch configuration
• workspaces: Show shell launch configuration
• issues: Reply to unowned comments
• issues: Show effective runtime defaults
• Add new Workspace provider defaults
• demo: Simulate trading order pushes
• ui: Make portfolio positions responsive
• ui: Localize issue detail
• Add pinned AutoQuant V2 harness
• ui: Add global backend offline state
• cli: Persist Supervisor source setup
• cli: Prepare managed local source
• cli: Add instance settings to supervisor TUI
• workspaces: Prefer native session titles
• remote: Identify offline runtime targets
• cli: Manage named runtime instances
• cli: Install standalone runtime bundles
• cli: Streamline parameter-free TUI startup
• cli: Automate source-only first start
• ui: Consolidate mobile navigation chrome
• inbox: Expose absolute attachment paths
• conversation: Add Inbox and Harness targets
• chat: Teach agents to delegate to AutoQuant
• models: Add DeepSeek V4 Flash
• workspaces: Add default session runtime

🧪 Testing

• migrations: Tolerate Windows symlink privilege
• uta: Allow startup contention on slow hosts
• ui: Wait for data-home toggle readiness
• ui: Lock Files panel collapsed default
• ui: Run workspace section in DOM
• cli: Normalize path assertions on Windows
• cli: Preserve Windows default-home semantics
• desktop: Gate releases on N-1 upgrades
• desktop: Normalize upgrade smoke path assertion
• release: Allow slow Windows update replacement
• release: Expand Windows upgrade install path
• release: Wait for detached Windows installer

v0.84.1-beta

Changelog

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

[0.84.1-beta] - 2026-08-05

🐛 Bug Fixes

• ci: Make R2 release mirror optional
• pluggy: Route setup through portfolio
• connector: Expose health before Telegram startup
• connector: Dedupe restarts and bound Telegram startup
• connector: Start Telegram before command sync
• connector: Report Telegram authentication failures
• connector: Use native Telegram fetch in production
• connector: Route conversation rotation to Alice
• market: Activate configured brapi searches
• auth: Avoid Windows session temp-file collisions
• portfolio: Retain cached view during refresh
• alice: Route Pluggy classification requests to custody tools
• codex: Keep headless Inbox commands runnable

📚 Documentation

• alice-invest: Refresh inbound task validation
• alice-invest: Reconcile local validation evidence
• alice-invest: Plan Brazilian market roadmap
• market: Catalog Brazil data source governance
• alice-invest: Record Telegram E2E evidence

🚀 Features

• connector: Route Telegram conversations to Alice
• ai: Add OpenRouter cost analytics
• chat: Show OpenRouter cost summary
• portfolio: Persist cached portfolio projection
• market: Expose Brazil series provenance
• market: Persist Brazil macro snapshots
• market: Register Brazil macro snapshot migration
• market: Expose Brazil macro snapshot history
• market: Add CVM open data contract
• market: Parse CVM issuer mappings
• alice-invest: Normalize fixed income custody contracts
• alice-invest: Reconcile fixed income custody
• alice-invest: Calculate FGC exposure
• alice-invest: Add fixed income maturity ladder
• market: Show Brazil macro snapshot revisions
• market: Persist Brazil board cache
• market: Add Brazil macro policy calendar
• market: Load official CVM statement archives
• market: Map B3 tickers to CVM issuers
• invest: Add Brazil events and tax policy
• invest: Import B3 brokerage notes safely
• invest: Add fail-closed tax estimates
• invest: Export redacted tax reports
• invest: Associate sourced corporate events
• invest: Show portfolio corporate event calendar
• invest: Separate recorded total return
• invest: Explain Brazil macro exposure
• invest: Add contextual portfolio alerts
• invest: Surface official CVM fundamentals
• market: Expose official CVM capital composition
• portfolio: Classify Pluggy fixed-income holdings
• alice: Classify Pluggy holdings through chat

🧪 Testing

• cli: Cover custody classification commands

v0.84.0-beta

Changelog

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

[0.84.0-beta] - 2026-07-23

UTA

• Close the order state machine + PnL read-state fix (#325)

Build

• Add Turborepo for workspace build orchestration
• desktop: Dedupe Windows Git runtime

Config

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

Desktop

• Add in-app update prompt

Merge

• Unified trading architecture + AGPL-3.0 relicense

Polish

• analysis: Date-only daily bars + simulate entry-slip note (dogfooding)

Refine

• analysis: Snapshot bars opt-in + rss window default cap (model-payload ergonomics)
• workspaces: Reframe self-schedule file as an issue declaration
• issues: Make the Issues board sidebar-less + full-width (Linear parity)

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

⚙️ CI

• Add GitHub Actions workflow and fix time-sensitive test
• Add automatic release workflow on master merge
• Publish opentypebb to both GitHub Packages and npmjs
• Add workflow_dispatch + independent registry checks for publish
• desktop: Build + publish per-platform installers on release
• desktop: Drop macos-13 (Intel) from the build matrix
• release: Pass --tag to git-cliff so notes aren't headed "[Unreleased]"
• alice-invest: Add complete validation workflow
• alice-invest: Enable corepack in validation workflow
• release: Retire macOS release builds

⚡ Performance

• Decouple CCXT init from startup, allow plugins to start immediately
• ui: Bypass React during sidebar drag — update DOM width directly
• uta: Listing-driven sync — hanging stop/TP orders cost zero per pass
• entities: Cache the backlink scan + fix Tracked loading UX

🎨 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
• 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
• flow: Hide dead-side event nodes
• Compact activity rail in short windows
• Add stepped activity rail breakpoints

🐛 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
• Restore opentypebb src exports for local dev, use publishConfig for dist
• session: Remove duplicate assistant text persistence
• ci: Write local .npmrc for npmjs publish to avoid GitHub Packages auth conflict
• 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
• 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
• 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)
• 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
• 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/
• 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
• 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-stream...