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-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
• Initialize select fields with first option when no default is set
• Hyperliquid market loading + e2e support for wallet-based CCXT
• Hyperliquid market orders via placeOrder override
• 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
• 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
• 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
• 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
• cron: Prune orphan snapshot / heartbeat via migration 0004
• workspaces/codex: Translate streamable-http MCP entries to codex flags
• tabs: Bump persist version after retiring diary kind
• trading: Route aliceId through resolveNativeKey for read-side tools
• trading: Seal UNSET_DECIMAL sentinel at TradingGit wire boundary
• workspaces: Allow port 3002 origin for web terminal CORS
• build: Resolve UI dist caching footgun + electron pack readiness
• test: Sync workspace aliases to e2e + bbProvider configs
• electron: Upgrade to v38 + restore full turbo build
• workspaces: Templates resolution survives tsup bundling
• ui: Mobile secondary sidebar accessible via drill-down drawer
• workspaces: Override PWD env to match spawn cwd
• workspaces: PWD env override + observable resume failure
• workspaces/codex: Read MCP URL from spawn env, not backend env
• workspaces/claude: Drop fragile --continue, fresh-spawn when no id
• ui/sidebar: Trim ActivityBar, widen secondary, popover BETA hint
• ui/sidebar: Inline disclosure for BETA hint, avoid overflow clip
• ui/routing: Land on Inbox instead of Traditional Chat by default
• ui/routing: Redirect /chat URLs to /inbox
• ui/sidebar: Move Chat above Workspaces in top nav
• trading-proxy: Rewrap upstream Response so middleware can mutate headers
• trading-proxy: Use * catch-all instead of /* (Hono routing)
• docker: Restore broker SDK deps to root package.json
• uta: Make services/uta typecheck clean (closes ANG-65)
• ui: Activate matching sidebar on URL adoption
• workspaces: De-stale chat / finance-research / auto-quant templates
• ui: Retarget store.spec off the removed chat ViewSpec
• ui: Unwire deleted chat/channels demo MSW handlers from the barrel
• ui: Bump tab-store persist version (drop stale chat/notif tabs)
• core: Use AgentWorkResultProbe in agent-work spec gate
• demo: Wire Chat sidebar — add chat-template workspace + align templates to real names
• demo,ui: Correct /api/news handler shape + bump persist version v4→v5
• tests: Isolate session-store specs from shared on-disk file
• workspaces: Exclude Codex key files from workspace git
• equity: Ratios returns TTM + history, not just a TTM snapshot
• ui: Render the toolAccess dropdown on all create surfaces
• guardian: Resolve .cmd shims on Windows dev spawn + CI smoke
• guardian/smoke: Strip ANSI before matching; block on Windows cleanup
• guardian: Tree-kill children on Windows so UTA restart doesn't orphan
• guardian: Windows-safe basename in flag watcher (broker-config restart)
• codex: Use responses.create stream instead of responses.stream()
• workspace/codex: Don't quote openalice-workspace MCP key in -c override
• entity-store: Serialize mutations + tolerate malformed lines (concurrent-write corruption)
• workspace: Headless live-smoke — pi prompt terminator + codex approval
• workspace: Codex headless reports via the alice-workspace CLI (CLI-mode)
• quant: Calc-v2 diagnostic polish from adversarial dogfooding
• workspace: Launch opencode/pi from the frontend on Windows
• ui: Restore preset enumeration — region dropdown + model combobox, shared
• ui: Endpoint URL is a read-only input box (unlocks on Custom), not tiny text
• ui: Credential edit round-trips the API key (was redacted → looked unsaved)
• ui: Loading a credential resets the model to the matched provider's default
• ai-config: Codex tab Test clamped to responses; workspace test authMode by baseUrl
• ai-config: Probe gives reasoning models room; clean message on empty reply
• bars: UTA Bar.timestamp arrives as a string over the wire — normalize
• trading: Asset class is venue-decided, not a secType guess (CCXT ≠ commodity)
• workspaces: Auto-trust project MCP servers in claude adapter spawns
• docker: Repair self-host image after the desktop package split
• ui: Terminal renderer escape hatch + unified WebGL degradation
• ports: Wildcard-aware port probe + bind MCP to loopback by default
• mcp: Lock MCP/CLI listener to loopback, never honor BIND_HOST
• market,tools: OECD house/share price fetchers — post-reshuffle dataflows
• market: FMP insider-trading aliases for the stable endpoint
• market: Normalize FMP etf-sectors weight to decimal — same units as the yfinance fallback (consumers must not see provider-dependent units)
• market: Per-board hub breaker, tripped only by transport failures
• uta: Collapse the FX currency client to SDK-only — the missed openbb-api consumer
• tool: SectorRotation goes hub-first like the UI route — agents and the UI must read the same board
• remote-access: Same-origin PTY WS upgrade + trusted-proxy-gated X-Forwarded-* trust
• ui: Template detail page — metadata header, 13px prose, list markers
• security: Mask credentials in POST/PUT /uta response echoes
• ui: Close the create-UTA wizard on save, not on first connect
• uta: Close the order state machine — auto-sync poller, fill data, PnL invariant
• uta: Cost basis consumes sync fills at execution price
• uta: Bybit open-orders listing sweeps spot+swap — unscoped call silently hides spot
• uta: Surface Alpaca error bodies — opaque 422s carried the real reason all along
• tool: Dogfood findings — search false-negative, stale approval channel, self-correcting errors
• uta,tool,cli: TPSL refusal gate + the trading-as-git ergonomics sweep
• uta: STP/STP LMT reach CCXT venues via base-type + triggerPrice
• uta,tool: Round-4 dogfood — getOrders crash, orderId truncation, spot reduceOnly, ambiguous portfolio rows
• uta,cli: Round-6 alpaca live findings — strict flags, stage-time order validation, bracket leg tracking
• ibkr: Round-7 IBKR paper acceptance — TPSL gate, open-orders wiring, conId quotes, account-cache deltas, secType decode
• uta,ibkr: AliceId-expansion numeric-default clobber + 10xxx error routing
• ibkr,ui: Community-issue sweep — currency-keyed account values (#295), mixed-book valuation (#314/ANG-101), dead-connection gate (#294), symbol-first display (#208)
• uta,ibkr: Option sign/unit correctness (S14) + multi-row sync boot-loop crash
• uta,alpaca: Single attached exit leg → oto, not bracket
• ui: Morph workspace AI-config Save button into Test until verified
• workspaces: Persist session title across reload
• workspaces: Unstick PTY on socket drop + dev terminal transport hardening
• workspaces: Every create path enables all adapters, not just template head
• ui: Revert Midnight to neutral charcoal-black (drop the navy tint)
• ui: Responsive shell + two-sidebar hierarchy pass
• ui,uta: Render boolean preset fields as toggles, submit real booleans
• uta,ccxt: Guard demoTrading/sandbox against exchanges without the endpoint
• workspaces: Retry credential probe with thinking enabled for mandatory-reasoning models
• desktop: Drop in-window menu bar on Win/Linux + surface real bootstrap errors
• ui: Mount only the tab's own session terminal — stop cross-tab WS kick war
• workspaces: Coalesce concurrent resumes of the same session (ANG-120 defense-in-depth)
• workspaces: Use real pi install command (@earendil-works/pi-coding-agent)
• ui: Don't flash the "runtime not installed" nudge during /agents load
• ui: Preload quick-chat credentials on mount to kill the picker waterfall
• workspaces: Ship Windows .cmd twins for the alice CLI shims (issue #364 P2)
• market-data: Surface real K-line fetch errors instead of masking as "no data"
• quant: Surface bars() fetch failures as kind:"data-source", not "type"
• ui: Guard sidebar resize() — don't throw "Layout not found" on fresh mount
• ui: Date labels follow the app locale, not the system locale
• market-data: Count-only broker bar requests collapsed to one in-progress bar
• market-data: Alpaca SIP→IEX fallback + honest per-broker bar capability
• migrations: 0010 — migrate legacy workspace declarations to per-issue markdown
• ui: Scope sub-account reads with a latest-wins guard
• guardian: Resolve dev bin shims to absolute .CMD paths on Windows
• uta,ui: Non-blocking reads during broker connect + connecting state
• ui: Ask Alice sidebar blank on cold start — dead skeleton behind template gate
• workspaces: Require explicit default agent runtime
• ui: Show agent picker label when no default runtime
• workspaces: Use agent-specific terminal input
• workspaces: Preserve terminal input bytes
• ui: Suppress duplicate mapped terminal keys
• ui: Replay terminal output on theme changes
• Keep onboarding responsive during runtime probes
• release: Honor prerelease metadata channels
• automation: Compact transient runtime events
• automation: Make run history scrollable
• cli: Simplify conversation addressing
• issues: Reject unresumable owners
• webpi: Compact tool results and polling
• webpi: Align user messages to the right
• chat: Separate selection from activation
• chat: Open workspaces in quick chat
• pi: Bundle managed search tools
• connectors: Normalize Markdown attachment encoding
• cli: Require explicit installer confirmation
• codex: Launch interactive sessions with full access
• issues: Explain interrupted runs and guide retries
• Harden remote workspace startup
• Wait for Guardian takeover readiness
• connector: Build smoke artifact deterministically
• alice-invest: Degrade inbound bridge during startup
• Serialize Windows session persistence
• Route brapi quotes and tolerate empty Binance margin
• Route selected vendor bars and Binance order observation
• Respect brapi chart ranges
• ci: Prefer direct pnpm shim on Windows
• market-data: Enrich brapi key metrics
• market: Correct candle tooltip encoding
• market-data: Report HG Brasil connection diagnostics
• ui: Show market provider test errors
• market-data: Surface HG Brasil authorization errors
• portfolio: Query Pluggy custody per item
• portfolio: Use configured MeuPluggy item IDs
• portfolio: Map Pluggy custody balances correctly
• ibkr: Canonicalize conId contracts before routing
• ibkr: Align text decoder framing
• ibkr: Close liveness and option-mark gaps
• docker: Copy pnpm patches before install
• pi: Preserve native global config
• market: Restore source-aware chart navigation
• ui: Make settings responsive and scrollable
• ui: Distinguish palette previews
• ui: Clarify model injection settings
• ui: Preserve chat session across file navigation
• ui: Preserve Ask Alice shell across drill-ins
• ci: Disable Electron sandbox in Linux smoke
• pluggy: Hide zero-balance custody positions
• ci: Disable sandbox in workspace smoke
• pluggy: Derive cost basis from transactions
• pluggy: Reject placeholder zero returns
• ci: Run workspace smoke under xvfb
• market: Query BCB series by date window
• ui: Reset stale forecast tab state
• beta: Include exchange cash in model portfolio

📚 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)
• Add v1 roadmap to README
• Add OpenTypeBB tutorial for running financial data with OpenAlice
• Fix API key requirements in provider table
• 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
• Branch safety rules in CLAUDE.md — never delete dev, never --delete-branch
• Rename Agent SDK → Claude in frontend, update README + CLAUDE.md
• 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
• Add orderType param guide to placeOrder tool description
• Update README badges and project structure
• 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
• Event system guide + CLAUDE.md subsystem pointer
• claude.md: Rolling dev→master PR convention for multi-session work
• 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
• todo: Track MCP-out-of-connectors refactor
• todo: Close MCP-out-of-connectors entry (done in 6188fd9)
• TODO: Flag profile + AI Provider model needs structural rethink
• claude.md: Cover cloud claude/* side-branch hotfix pattern
• readme: Add Workspace + Inbox to Key Concepts
• readme: Post-Workspace generation pass — Brain retired, two-layer Automation, Inbox + Workspace surfaced
• claude-md: Add README maintenance discipline
• readme: Drop "Roadmap to v1" section
• todo: Record vitest config consolidation followup
• todo: Retire mcp-ask connector
• readme: Rewrite Quick Start for the dev orchestrator + 5173 reality
• readme: Reflect UTA-split architecture — two-process model + carrier framing
• readme: Add Authentication section + Docker login hint
• claude.md: Rewrite Project Structure + Key Architecture
• claude.md: Rewrite Git Workflow + retire TODO.md to Linear
• claude.md: Point future-work surface at Linear (follow-up to d1d417f)
• claude.md: Rewrite Quick Start + Pre-commit Verification
• claude.md: Refuse external PRs before pull, not after
• claude.md: Reframe architecture around Workspace launcher + Trading-context injector
• claude.md: Note --filter='!@traderalice/desktop' for cloud sessions
• claude: Update CLAUDE.md for the legacy-chat excision
• readme: Align README with legacy-chat excision
• claude: Add demo-mode subsystem guide — check handlers when changing /api/* surfaces
• quant: Align v1/v2 + expose calculateQuant via CLI + sync skill
• ai: Update CLAUDE.md for the World-B deletion; drop orphaned agent-sdk-notes
• readme: Reflect the World-B deletion — native-CLI execution + credential vault
• Refresh adapter list (+ opencode/pi) and web-subchannels description
• Introduce the Data Hub in README — zero-key market data story
• workspace: Teach the three-CLI split in template instructions
• Data root → ~/.openalice + sealed accounts.json across docs
• UTA live-testing scenario catalog — institutionalize the dogfood loop
• skills: Point rss guidance at opencli when the feed archive is thin
• claude-md: Correct stale logging convention
• Contributor recognition — CONTRIBUTORS.md + README wall + CLAUDE.md convention
• contributors: Credit @2233admin for the Linear shell design pass
• contributors: Credit @lvysssss for the Windows workspace-launch fixes
• readme: Reframe Automation for the self-scheduling model
• contributors: Credit @walkonbothsides + warm up the framing
• skills: Document the issue board on the alice-workspace skill + fix stale self-scheduling verbs
• claude-md: External-PR policy — quarantine gate, reference-and-rewrite
• contributors: Credit @bakabaka0613 for the TWSE/TPEx vendor need
• readme: Add @bakabaka0613 to the Contributors wall
• contributors: Credit @JasonWang1124 for the earliest TWSE request
• contributors: Credit @bakabird (#384/#387/#390) and @rudyll (#340)
• contributors: Credit @2233admin for the Windows guardian tsx→.CMD fix (#378)
• tools: Correct global-macro board provider label (was "(OECD)")
• Add Codex agent instructions
• agents: Preserve PR commit history
• workspace: Define session provenance spine
• Pipeline serial dev CI feedback
• Clarify PR roles by delivery mode
• Preserve Claude installer reference
• Keep installer scripts local only
• Codify CLI installer contract
• Define native remote runtime architecture
• Add remote quickstart
• alice-invest: Define architecture and delivery plan
• alice-invest: Refine architecture and executable backlog
• alice-invest: Decouple market readiness and fix delivery graph
• alice-invest: Define fork governance workflow
• alice-invest: Record inbound session dispatch
• alice-invest: Decide structured router boundary
• alice-invest: Decide signal monitor architecture
• alice-invest: Add operational runbooks
• alice-invest: Record validation publication blocker
• alice-invest: Correct CI blocker status
• alice-invest: Record remaining external blockers
• alice-invest: Record zero pending backlog
• Credit jalilsedna for IBKR report
• alice-invest: Record successful validation workflow

🔧 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
• Move model-factory to vercel-ai-sdk, rename engine.spec
• Merge ai-config.ts into config.ts
• Create src/server/ for port-exposed services
• Move skills to data/default/skills/
• Extract Connector types to connectors/types.ts
• Extract GenerateProvider types to ai-providers/types.ts
• Introduce ISessionStore interface and test doubles (MemorySessionStore, MockConnector)
• 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)
• 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
• 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
• Move account lifecycle from main.ts to AccountManager
• Broker self-registration with configSchema + configFields + fromConfig
• 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
• 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
• Ccxt override hooks accept defaultImpl + fix hyperliquid markPrice
• 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
• 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)
• 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
• 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
• config: Extract MCP server out of connectors into top-level
• workspaces: Drop global-config inheritance, wire MCP per-spawn
• inbox: Drop kind field — Linear inbox has no such category
• inbox: Per-entry read state, drop watermark model
• inbox: Jump-to-workspace as Linear-style reply bar, not floating button
• workspace: Finance-research uses cp-discovery, not plugin install
• activitybar: Linear-style widened sidebar with collapsible sections
• config: Single-source port architecture, derive everything from connectors.json
• build: Dev/test consume workspace package source, drop predev hook
• paths: Centralize fs resolution behind paths.ts, prep for DMG
• uta-protocol: Lift broker preset catalog into shared package
• telegram: Await UTA-manager calls in prep for SDK swap
• uta-service: Relocate simulator routes from Alice to UTA
• tool/trading: Await UTA-manager + per-account async calls (Phase A)
• trading: Move aliceId expansion into UnifiedTradingAccount
• uta-split: Physically move src/domain/trading into services/uta
• ui: Split Trading Accounts × Portfolio responsibilities
• workspaces: Drop CLI-pick checkboxes from create flow
• build: Extract Electron shell to apps/desktop
• ui: Move Automation from Legacy to Beta in sidebar nav
• core: Excise legacy chat cluster + retire AgentCenter (backend)
• ui: Remove traditional-chat / notifications-legacy / connectors surfaces
• workspaces: Unify AI-config IO behind CliAdapter
• workspaces: Launcher-owned context injection + uniform initial commit
• workspaces: Tool-use disposition to persona, drop internal/external framing
• workspaces: Neutral instruction.md source → copied to CLAUDE.md + AGENTS.md
• ui: Centralize locale-aware formatting (i18n stage 1)
• ui: WorkspaceAIConfigModal shares the useTestGate abstraction
• ai: Delete World B — in-process AI loop, AgentWork, heartbeat
• config: Remove the now-dead profile + heartbeat machinery
• trading: UTA health as a capability ladder (connect / read / write)
• ui: Unify asset search (one logic, both boxes) + source-aware sidebar
• ui: One board hook + one meta grammar
• market: Remove the openbb-api backend — divorce step 1
• tools,cli: News → rss — the name should say what the data is
• paths: Unify on OPENALICE_HOME + route stray data/ literals through dataPath()
• workspaces: CLI-only tool injection — no MCP into workspaces
• ui: Migrate the workspace launcher sidebar off legacy workspaces.css to Tailwind
• issues: Move the issue→inbox-reports join into the domain (svc.issueDetail)
• ui: Centralize terminal theme profile
• ui: Remove terminal output color rewriting
• webpi: Remove message identity chrome
• reports: Standardize on html extension
• terminal: Adopt Orca keyboard pipeline
• ui: Adopt semantic color system
• terminal: Adopt renderer-authoritative appearance
• ui: Make theme palettes universal

🚀 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
• Publish @traderalice/opentypebb to GitHub Packages
• opentypebb: Add widgets.json endpoint for OpenBB Workspace frontend
• ui: Add favicon
• opentypebb: Add SEC provider with EquitySearch model
• openbb: Enable embedded API server by default
• openbb: Hot-reload embedded API server via plugin lifecycle
• 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
• 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
• 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
• Add single-level TPSL (take profit / stop loss) to placeOrder
• Expose TPSL on fetched orders (OpenOrder.tpsl)
• 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
• Snapshot management in Dev page + CLAUDE.md verification rules
• Dynamic CCXT credentials + single-page New Account wizard
• 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
• 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
• 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
• 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
• workspaces: Add VS Code-style Workspaces activity
• workspaces/chat: Write Alice persona into CLAUDE.md + AGENTS.md
• workspaces/auto-quant: Zero-config via public mirror + per-workspace isolated data
• 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
• workspaces/ui: Paused-session view — blurred faux-TUI backdrop
• inbox: Add workspace-anchored Inbox v0 alongside legacy notifications
• inbox: Docs + comments schema, live render from workspace
• inbox: Inbox_push MCP tool via per-workspace /mcp/:wsId route
• inbox: Jump-to-workspace CTA below comments
• workspace: Session cards in no-session empty state
• workspace: Finance-research template + satellite-repo pattern
• workspaces: Windows compat via Git for Windows bash wrap
• inbox: Per-entry delete (trash button + Delete shortcut)
• workspace: AI provider test button with test-before-save gating
• workspace: Lock Codex wire_api to "responses" + chat-only provider hint
• activitybar: Split Chat into workspace-shortcut + Legacy section
• activitybar: Promote Connectors to Legacy section, drop from Settings
• activitybar: Introduce Beta section; promote trading-related entries
• electron: Introduce guardian skeleton (port probe + backend spawn)
• dev: Orchestrator unifies pnpm dev to single command with auto port adjustment
• workspaces: Path-centric debug infra for session spawn/resume
• workspaces: Headless probe API for self-debug closure
• docker: Self-host image with bundled claude + codex CLIs
• ui/workspace: Collapsible side panels + Git status labels
• workspaces: Template catalog + README convention + version lineage
• uta-protocol: Bootstrap shared wire protocol package
• uta-service: Bootstrap co-located UTA service process
• guardian: Introduce L2 supervisor module, replace scripts/dev.ts
• guardian: Add flag-based UTA restart protocol
• uta-split: Cut Alice trading routes over to BFF proxy
• uta-client: Lift trading types to uta-protocol + build SDK skeleton
• uta-service: Add 4 routes the AI tool layer needs
• uta-client: Wire SDK's commit/sync/simulatePriceChange/getContractDetails
• uta-service: Add 4 stage-only wallet routes for the AI tool layer
• uta-service: Expand aliceId server-side in contracts/details route
• uta-service: Add POST /quote with aliceId expansion + SDK envelope fixes
• alice: Swap main.ts to UTAManagerSDK — Alice no longer holds broker state
• docker: Dual-bundle build + tini-supervised Guardian prod entry
• safe: Add agent-first red-team penetration kit
• auth: Admin token + session cookie + middleware (L1+L2 gate)
• auth: Gate WebSocket upgrades + close TDD loop on playbooks 01-03
• auth: UI login gate + /api/auth/status localhost passthrough
• auth: SPA shell exception + bind 0.0.0.0 in container
• ui: Stage 1 demo mode — UI runs with no backend
• workspace: Bearer auth option for Claude provider config
• workspace: Carry authMode through profile Apply + MiniMax preset
• ai-providers: Honor profile authMode in GenerateRouter runtime (ANG-72)
• demo: Stage 2 PR-1 — Vercel-deployable + visual skeleton
• demo: Stage 2 PR-2 — PTY transcript replay + recorder tool
• demo: Stage 2 PR-3 — flagship scenario (Inbox ↔ workspace ↔ transcript)
• demo: Stage 2 PR-4 — secondary fixture richness
• migrations: Add 0007 to retire legacy-chat config orphans
• demo: Add Vercel Web Analytics, gated to demo mode only
• cli: Add alice workspace CLI adapter over the tool registry
• demo: Snapshot AAPL market data, serve in demo mode
• skills: Pre-trade pipeline — sector-rotation + build-thesis, tool-agnostic
• workspaces: Tell chat agents to hand finished work back via the inbox
• workspaces: Chat-cli template — tools via alice CLI, inbox via MCP
• workspaces: Launcher-level toolAccess option (MCP vs CLI); merge chat-cli into chat
• devtools: Pre-fill Tools tab from a tool's declared example input
• devtools: Declare example inputs for the read-only data tools
• devtools: Example inputs for trading tools (mutations conservative)
• ui: Create-workspace dialog + single-source the form across surfaces
• entities: Phase 1 — entity store + entity_upsert/entity_search MCP tools
• entities: Phase 2 — Tracked tab + [[name]] backlinks
• entities: Surface entity_upsert / [[name]] in the chat workspace instruction
• entities: Self-describing asset names — kind-prefixed (stock-vst, crypto-btc)
• workspace: Drop the git panel; fold the files panel from a top-bar toggle
• workspace: Add opencode as a third agent adapter
• workspace: Add Pi as a fourth agent adapter (CLI-injection tools)
• ui: React-i18next foundation + language picker (i18n stage 2)
• ui: Translate ActivityBar + Settings page (i18n slice)
• ui: Translate nav secondary sidebars (i18n batch 1)
• ui: Translate login gate (i18n batch 2)
• devtools: Tool-audit skill + repo-root .mcp.json for dev-side auditing
• analysis: Right-side volume signals — RVOL/OBV/MFI/VWAP + relative-volume movers
• discovery: Add dollar_volume (traded notional) as the absolute volume axis
• tool: Expose ETF tools to the agent (ANG-79) — thematic-ETF self-serve
• workspace: Give Pi full MCP via an injected bridge extension
• ui: Show all agents on template cards + opencode/pi glyphs
• analysis: Sector rotation map — GICS-11 cross-section (ANG-80)
• ui/market: Sector rotation map — quadrant chart + ranked table
• ui/workspace: Top-right Spawn button on template detail, unify create flow
• ui/workspace: Always-visible "New session" button in workspace header
• ui: Dedicated file viewer tab + clickable [[wikilinks]]
• workspace: Pi by-id session resume via launcher-assigned id
• workspace: Codex + opencode by-id session resume (post-spawn harvest)
• workspace: Unified headless launch interface + standard dispatch API
• ui: Add Traditional Chinese (zh-Hant)
• ui: Translate Inbox / Tracked / News pages (i18n)
• ui: Translate Chat workspace surface (i18n)
• cli: Split the alice CLI into an export family (data + workspace)
• workspace: Headless task management plane (registry + async dispatch + panel)
• ui: Headless Runs panel — frontend for the management plane
• workspace,ui: Runs panel — store full prompt + collapsible task cell
• market-data: Federated bar layer — Phase 0 (vendor, behavior-preserving)
• market-data,trading: Broker K-lines via UTA + federated search — Phase 1 (CCXT)
• trading: Alpaca getHistorical — equity broker bars (Phase 4a)
• trading: Keyless read-only data UTAs — OOTB crypto K-lines, no key
• analysis: Quant Calculator v2 — barId-keyed Python-subset DSL (Phase 2)
• ai-config: Refresh provider model catalog to current lineups
• workspace: Central credentials — template injection + bidirectional modal
• automation: Cron fires a headless Workspace run, not in-process AgentWork
• ui: Reframe AI Provider page as a credential vault; Test via probe
• ui: Add Agent runtimes panel to the AI Provider page
• ai-config: First-class wire-shape registry + modern test-gated credential form
• ai-config: Persist wireShape on the credential + show the resolved endpoint URL
• ai-config: Unify Test on a shared wireShape dispatcher + honor it at runtime
• ai-config: Credential holds a wires map (multi-wire), dedup by key
• ai-config: Multi-wire credentials — one key declares every shape it speaks
• quant,trading: Retire v1 indicator from the tool surface + harden UTA bootstrap
• quant: Expose searchBars — the unified barId search handle for v2
• cli: Expose searchBars as alice analysis search-bars — workspace agents run v2 via CLI
• quant: Panels — dict/list result so v2 batches many computations in one call
• quant: 7 more primitives + a dedicated openalice-quant skill
• market,ui: Federated K-line sources in the chart — pick the provider (Phase 3)
• market,ui: Reform the asset search to be source-aware (explicit provider)
• market,ui: Reference-data contract + Movers board (own standard, not OpenBB-compat)
• market,ui: Calendar board (earnings / IPO / ex-dividend, FMP)
• market,ui: Macro board (curated FRED regime dashboard)
• market,ui: Term Structure board (Deribit BTC/ETH futures curve)
• market,ui: S&P 500 valuation strip on the market landing (multpl, keyless)
• market,tools,ui: Global Macro board + OECD country tools
• market,tools,ui: IMF PortWatch shipping data — stub provider retired
• config: User-global data-vendor keys (~/.openalice/provider-keys.json)
• market,tools: Keyless yfinance fallbacks for FMP-only cells
• guardian: Configurable ports via data/config/ports.json + env
• market,tools,ui: Land the salvageable no-consumer endpoints
• market,tools: Fix the broken long-tail fetchers and land the rest
• market,ui: Fed board + Global Macro house/share columns + batched OECD
• market: Reference cache — the hub's cache layer in single-node form
• market: Hub-first reference boards — zero-key out of the box
• market: Endpoint-grain hub coverage — FRED/EIA/BLS proxy sentinel + hub calendars
• ui: Surface meta.origin on boards — hub/local/stale badges
• market: Hub-first rotation + detail panels off the legacy passthrough + settings reorder
• uta: Hub FX table — one cached GET replaces per-currency vendor fetches
• cli: traderhub — a dedicated CLI for low-frequency market data
• workspace: Bundle a self-maintained opencli-reader skill into chat
• workspace,ui: CLI as the default tool access + community template tier
• ui: I18n for template/create surfaces, spawn → create, auto-derived tags
• cli: Alice-uta — trading lands on the CLI surface (cron stays MCP-only)
• ui: Make the secondary sidebar per-activity optional — News goes full-width
• ui: Status-first Market Data settings — coverage map + Advanced fold
• guardian: Own the Vite dev port — probe, strictPort, truthful banner, origin allowlist
• workspaces: Headless runs capture their agent session id + full output log
• webui: Spawn-with-resume accepts adapter-native session ids
• ui: Headless runs as a collapsed second tier under each workspace
• paths: Default user-data home moves to ~/.openalice
• desktop: Relocate packaged user data into ~/.openalice on first launch
• security: Seal broker credentials at rest (AES-256-GCM, machine-bound key)
• uta: Record externally-placed orders as squashed [observed] commits
• uta: External-order observation cadence is configurable, default 15m
• ui: External-order monitoring cadence is editable from the Trading page
• uta,ui: UTA detail page becomes an exchange frontend
• ui: Exchange-style two-column layout, honest account panel, aligned header actions
• tool,cli: Agent-boundary compaction — trading outputs stop lying to the model
• uta,ibkr: Hub/leaf contract identity — bond chains, option chains, FX families
• workspaces,ui: Ask-Alice quick-chat launch — seeded TUI + landing composer
• workspaces: Quick-chat is one chat workspace per day
• ui: Files panel default-collapsed, Workspaces below News, pending-push badge
• ui: Trading-as-Git history as one recency stream + per-UTA filter
• ui: Ask Alice as the primary entry + cleaner session rows
• ui: Redesign the Ask Alice sidebar — prominent New chat, chat-history feel
• ui: Split-button on New chat — keep New workspace in a dropdown
• ui: Session titles from the first message + state-as-action icon
• ui: Confirm before deleting a session
• workspaces: Cross-workspace file collaboration — inbox read + peer path + git identity
• ui: Linear dark palette — re-traced from #302, glare-softened
• ui: Linear shell density pass + responsive Ask Alice backdrop
• ui: Light / dark / auto theme — Daybreak + Midnight palettes + toggle
• ui: Theme the Workspaces surface + terminal (kill the dark island)
• uta: Add Binance broker preset (live + demo trading)
• desktop: Supervise UTA in the Electron shell + beta-aware L1 update check
• workspaces: Native cross-platform bootstrap — bundle git (dugite) + port bash to Node
• workspaces: Auto-detect installed agent runtimes + frontend install guidance
• workspaces: Inject AI config into quick-chat for loginless runtimes (opencode/pi)
• workspaces: Workspace self-scheduling + retire central cron
• ui: Redesign inbox detail + add prose base size + hide editor tabs by default
• ui: Graduate Automation from Beta to the primary nav section
• ui: Cluster inbox by workspace with a Time/Workspace view toggle
• ui: Per-activity secondary-sidebar width + layout polish across 7 sidebars
• ui: Spawn a session per chat workspace from Ask Alice
• ui: Per-workspace "+" opens the Ask Alice composer, targeted
• analysis: Retrospective / Time-Machine primitives — as-of snapshot, backtest, dated news, freshness contract
• issues: Phase 1 — human+AI issue board over per-workspace markdown issues
• issues: Phase 2a — read-only issue detail view + link runs to issues
• issues: Phase 2b — issue write paths (UI edits + comments, CLI verbs)
• issues: Issues join the [[]] graph — cross-ref entities + issues, warn on duplicate names
• inbox: Stamp agent-invisible origin on entries → Inbox↔issue cross-link
• issues: Expose the global issue board on the alice-workspace CLI (reads global, writes local)
• workspaces: Seed per-agent default credentials into new workspaces
• inbox: Phase 2 origin — stamp interactive-session pushes (agent-invisible)
• market-data: Reach global equities via yfinance online search
• market-data: Opt-in incremental vendors + Eastmoney CN A-share
• market-data: Native TWSE/TPEx vendor — search, quote, metrics, profiles
• market-data: Self-describing vendors + agent-toggleable picker
• uta,ccxt: Sub-accounts — backward-compatible multi-wallet layer
• uta: Risk visibility, proxy bridging, partial-tolerant aggregation
• ui,uta: Instrument long-name + primary exchange on contract rows
• trading: AI auto-trading master switch (replaces dead evolution mode)
• ui: Systematic first-load skeletons + shimmer for data surfaces
• ui: Skeleton loading for the chat + workspace sidebars
• ui: Skeleton loading for remaining data surfaces
• workspaces: Add self-described display metadata
• ui: Add terminal theme controls
• Make agent runtime readiness probes async
• Probe runtimes in the durable chat workspace
• automation: Normalize headless runtime output
• automation: Paginate run history
• automation: Add durable resume identities
• automation: Add readable resume ids
• issues: Add explicit execution ownership (#533)
• inbox: Record published report revisions (#534)
• issues: Expose Session provenance (#535)
• trading: Attribute UTA decisions to Sessions (#536)
• workspace: Add provenance-aware collaboration (#537)
• chat: Teach awaited peer collaboration
• cli: Ask Inbox and Issue authors
• cli: Collect peer replies together
• collaboration: Ask Inbox and Issue agents
• issues: Make markdown What canonical
• ui: Add visual Markdown issue editor
• ui: Autosave issue What inline
• issues: Unify and coalesce activity log
• issues: Unify assignee and schedule ownership
• workspaces: Add WebPi session surface
• webpi: Group tool activity in transcript
• remote: Add SSH tunnel connector
• cli: Add local runtime bootstrap
• cli: Add guided installer experience
• cli: Harden guided installer
• reports: Support static HTML attachments
• workspaces: Add safe template upgrades
• workspaces: Add safe Workspace absorb
• Install broker integrations as optional packs
• Add sticky issue owners and mutation activity (#606)
• Add native server and managed ssh remote
• Add workspace template upgrade CLI
• Bootstrap source runtime build tools
• Add workspace manager control plane
• installer: Bootstrap managed Pi
• installer: Align remote bootstrap with local CLI
• Publish the stable CLI installer
• remote: Manage source checkout lifecycle
• alice-invest: Add safety configuration foundation
• connector: Define generic inbound text contract
• connector: Define inbound journal state machine
• connector: Persist inbound journal and dedupe
• connector: Dispatch inbound messages with retry
• connector: Add authenticated Alice inbound bridge
• connector: Mount authenticated inbound bridge
• connector: Recover inbound work after restart
• workspaces: Persist external conversation bindings
• workspaces: Serialize external conversation dispatch
• workspaces: Resume external conversations through session control
• workspaces: Dispatch inbound conversations to sessions
• connector: Reserve new conversation command
• workspaces: Rotate external conversation bindings
• connector: Add owner conversation rotation
• alice-invest: Add safe router fast path
• alice-invest: Define fixed income contracts
• alice-invest: Define market freshness contract
• alice-invest: Add structured router transport
• alice-invest: Validate structured router output
• alice-invest: Define router decision schema
• alice-invest: Implement message router
• alice-invest: Add fixed income calculations
• alice-invest: Compare fixed income products
• alice-invest: Gate B3 source evidence
• alice-invest: Gate crypto source evidence
• alice-invest: Add market universe gates
• alice-invest: Define signal contracts
• analysis: Add trailing volatility indicator
• alice-invest: Add B3 trend strategy
• alice-invest: Add crypto spot strategy
• alice-invest: Add deterministic risk validator
• alice-invest: Add append-only signal ledger
• alice-invest: Format Telegram signals
• alice-invest: Add reproducible B3 backtest
• alice-invest: Add reproducible crypto backtest
• alice-invest: Add B3 shadow mode
• alice-invest: Add crypto shadow mode
• alice-invest: Evaluate B3 shadow evidence
• alice-invest: Evaluate crypto shadow evidence
• alice-invest: Add capability readiness core
• alice-invest: Gate readiness by market evidence
• alice-invest: Dispatch gated paper alerts
• alice-invest: Add deterministic signal monitor
• alice-invest: Add redacted correlation audit
• alice-invest: Add operational health metrics
• ui: Add Alice Invest operations tab
• alice-invest: Expose operational readiness
• alice-invest: Persist readiness evidence
• alice-invest: Derive readiness from evidence
• alice-invest: Expose readiness evidence
• alice-invest: Migrate readiness evidence journal
• alice-invest: Complete signal lifecycle monitor
• alice-invest: Recover monitor inbox delivery
• ui: Display alice invest evidence and blockers
• alice-invest: Supervise monitor ticks in Alice
• alice-invest: Record monitor gaps and crossings
• market-data: Add brapi research source
• Show brapi profiles and key metrics
• Show key metrics refresh time
• market-data: Add brapi fundamentals
• market: Show quote and reporting base dates
• market-data: Enable BRAPI intraday candles
• market: Show candle details on hover
• market-data: Add HG Brasil research vendor
• portfolio: Add read-only Pluggy custody sync
• portfolio: Include Open Finance custody in equity dashboard
• portfolio: Present Pluggy as a connected account
• uta: Expose Pluggy custody as read-only account
• terminal: Enable Kitty keyboard reporting
• terminal: Restore cold attaches from headless snapshots
• ai: Register model semantics for workspace injection
• ui: Add paired day and night palettes
• market: Add FX analysis workbench
• ui: Add three terminal-aware palettes
• ai: Surface and inject reasoning effort defaults
• demo: Showcase sessions with WebPi
• portfolio: Show cached holdings while refreshing
• pluggy: Surface investment returns
• portfolio: Add investment returns page
• market: Add Brazil market context board
• market: Show portfolio equity quotes
• portfolio: Add wealth forecast
• beta: Forecast wealth from monthly contributions
• beta: Add balanced model portfolio comparison
• beta: Reserve six months of salary in fixed income

🧪 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)
• Add web streaming integration tests (chat pipeline + SSE transport)
• Add streaming POST SSE transport tests (3 tests)
• 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
• 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
• 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
• Add analysis tool e2e tests across equity/crypto/commodity
• e2e: OKX broker — covers spot synthesis end-to-end
• e2e: Assert UNSET_DECIMAL never crosses TradingGit wire boundary
• paths: Cover dataPath/defaultPath/uiBundlePath/templatesPath
• auth: Unit tests for token-store, session-store, and middleware
• core: Rewrite AgentWork/heartbeat/cron specs for the rewired path
• config: Sandbox the global-provider-keys spec (OPENALICE_HOME temp dir)
• market: Strict-type the cache spec helper (tsc-only issue post-merge)
• Pin OPENALICE_HOME to sandbox roots in vitest + smoke harness
• config: Cover workspace-credential-defaults routes; enrich demo
• automation: Cover current Claude and Codex streams
• cli: Add local installer Docker smoke
• Harden broker pack installation
• cli: Make install identity fixture portable
• Make Windows package checks resilient
• Allow cold broker registry loading on Windows
• workspaces: Await external dispatch scheduling
• workspaces: Stabilize external dispatch serialization
• alice-invest: Rerun validation blockers
• alice-invest: Record environment validation rerun
• alice-invest: Fix readiness evidence fixture
• Stabilize slow recovery checks
• alice-invest: Validate operational readiness view
• installer: Close the dev release loop
• market-data: Drop direct BLS e2e
• desktop: Normalize Windows probe paths