Merge upstream PRs #102-#124 (v0.9.0-beta.12)#3
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…aderAlice#90) CCXT exchanges store conditional orders (stop-loss, take-profit) on separate endpoints. getOrder/cancelOrder/modifyOrder now fall back to fetchOrder with { stop: true } so these orders are no longer invisible. This also prevents the duplicate order placement described in TraderAlice#91. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
CCXT's "unified API" behaves differently per exchange (Bybit needs fetchOpenOrder/fetchClosedOrder, others use fetchOrder). Instead of if/else patches, introduce an override system: - overrides.ts: interface + default impls + registry - exchanges/bybit.ts: Bybit-specific fetchOrderById override - CcxtBroker delegates to override ?? default Bybit conditional order e2e test confirms stop-loss orders are now visible to getOrder and cancellable — the core TraderAlice#90 fix verified against a real exchange. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Node.js ESM requires explicit file extensions on all imports. The decoder module and protobuf files had bare paths (e.g. from './base' instead of './base.js'), causing ERR_UNSUPPORTED_DIR_IMPORT when running `node dist/main.js`. - decoder/index.ts + client/base.ts + index.ts: 10 bare imports fixed - generate-proto.sh: add importSuffix=.js, regenerate 203 protobuf files - pnpm dev (tsx) was unaffected; this fixes production builds only Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
waitFor(delivered.length) returns before handleFire completes (dedup.record + eventLog.append happen after send). Second fire hits the processing guard instead of dedup logic. Wait for heartbeat.done event instead to ensure full cycle completion. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
fix: conditional order visibility + ibkr ESM imports (TraderAlice#90, TraderAlice#94)
… fields Rename AI tool and StagePlaceOrderParams/StageModifyOrderParams to use IBKR-native field names (action, orderType, totalQuantity, lmtPrice, auxPrice, tif, outsideRth, etc.), eliminating the toIbkrOrderType/toIbkrTif translation layer. Fixes semantic bug where trailingAmount was incorrectly mapped to trailStopPrice instead of auxPrice. Adds missing trailStopPrice merge in IbkrBroker.modifyOrder. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
New optional takeProfit/stopLoss params on placeOrder AI tool, with string
prices to avoid precision loss. TpSlParams flows through the full pipeline:
tool → StagePlaceOrderParams → Operation → dispatcher → IBroker.placeOrder().
Broker implementations:
- CCXT: maps to createOrder params { takeProfit, stopLoss }
- Alpaca: maps to order_class "bracket" with take_profit/stop_loss
- IBKR: signature updated, params ignored (use parentId bracket path)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Read takeProfitPrice/stopLossPrice from CCXT orders in convertCcxtOrder, and parse bracket order legs in Alpaca's mapOpenOrder. OpenOrder now carries optional tpsl field matching the TpSlParams shape used at placement time. Unit tests (TDD): 3 CCXT + 3 Alpaca extraction tests. E2E tests: TPSL round-trip on Bybit (3 files), IBKR pass-through, Alpaca bracket (market-hours gated). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Replace raw IBKR OpenOrder spread (~200 fields, mostly UNSET_DOUBLE) with compact OrderSummary (~15 fields, UNSET values filtered out). Add optional groupBy: "contract" parameter to cluster orders by aliceId — critical for portfolios with many positions + TPSL orders. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
feat: IBKR-aligned order params + TPSL support + order summarization
…ding Alpaca: add null guards before UNSET_DOUBLE comparisons on lmtPrice, auxPrice, trailingPercent — prevents sending undefined to exchange API. CCXT: add null guard on lmtPrice, forward auxPrice/trailStopPrice/ trailingPercent/tif via params object to editOrder. MockBroker: extend modifyOrder to handle trailStopPrice, trailingPercent, orderType, tif fields. TDD: 7 new tests (3 Alpaca + 4 CCXT) verify correct field isolation. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
MCP SDK validates tool inputs with strict Zod parse before the handler runs. When MCP clients send "80" (string) instead of 80 (number), the call fails with -32602. Both mcp.ts and tool-bridge.ts had duplicated code (toMcpContent, .shape extraction, execute wrapper) and the same missing coercion. Add core/mcp-export.ts as the single Vercel→MCP bridge: - extractMcpShape(): extracts Zod shape + coerces number fields (z.number() → z.coerce.number(), preserving all refinements) - wrapToolExecute(): shared try/catch + content conversion - toMcpContent(): deduplicated from both consumers Tool definitions stay strict; coercion only at the MCP boundary. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
v0.9.0-beta.9: MCP number coercion fix + modifyOrder safety
…getConfirm) These overlap with the current architecture and see minimal usage. Only calculate remains active. Code preserved in git history. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Analyst consensus data (yfinance) is low quality and doesn't drive actionable trading decisions. Reduces tool context pollution. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
openTypeBB routers already define endpoints for these asset classes but Alice had no client layer to consume them. Add SDK clients (EtfClient 7 methods, IndexClient 8, DerivativesClient 7) and initialize in main.ts. Tool layer not yet connected. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Replace Record<string, unknown> return types with proper openTypeBB types (EquityInfoData, CalendarEarningsData, FuturesCurveData, etc.) across all 8 SDK clients and 3 openbb-api clients. 125/149 methods now have strong return types; 24 without matching models stay untyped. Also re-export standard-models from opentypebb main index so types are importable from '@traderalice/opentypebb' directly. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Replace manual `pnpm --filter` chains with turbo-managed builds. Turbo auto-discovers the dependency graph, builds packages in parallel where possible, and caches results locally. Cherry-picked from claude/refine-local-plan-9XzEB (19fecbc). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Establishes provider-level integration testing for openTypeBB data sources. Tests hit real APIs to verify fetchers return schema-compliant data. Credentials read from config.json — missing keys auto-skip. Includes yfinance (32 fetcher tests) as first bbProvider. Separate vitest config (test:bbProvider) to avoid impacting regular test suite. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Initial run: 18 passed, 15 failed. Failures are: - EquityInfo schema mismatch (FMP changed field types) - 9 endpoints behind paid tier (402) - 2 model names not registered in FMP provider - 2 param/format issues These failures document the current state of FMP compatibility. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- EquityInfo: default is_etf/is_adr/is_fund/is_actively_trading (FMP no longer returns these); coerce employees string→number - CurrencyPairs: add alias mapping (fromCurrency→from_currency etc.) - New EquitySearch fetcher using FMP /stable/search-name endpoint - Update tests: 28 passed, 4 skipped (higher-tier endpoints) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add 'commodity' asset class to calculateIndicator tool using CommoditySpotPrice OHLCV data (gold, oil, etc.) - Add CommodityClientLike interface + initialize commodity client - Exclude *.bbProvider.spec.* from default test suite (pnpm test) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
test-provider was fetching typebb's external HTTP server to test API
keys, but the port config didn't match (apiUrl=6900 vs apiServer=6901).
Root fix: Alice shouldn't depend on its own external HTTP port. Now
test-provider calls bbEngine.execute() directly — same SDK path as
all other data fetching.
- Add bbEngine (QueryExecutor) to EngineContext
- Rewrite TEST_ENDPOINTS as { provider, model, params } instead of
HTTP paths
- Remove readMarketDataConfig dependency from test-provider
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Separate "which provider for which asset" from "API key management": 1. Asset Providers — pure routing (equity/crypto/currency/commodity), no key inputs. Added commodity (yfinance). 2. API Keys — all provider credentials in one place (FMP/FRED/BLS/EIA/EconDB/Intrinio/Nasdaq/TradingEconomics), each with Test button. 3. Advanced — data backend switch + embedded API server, collapsed by default. Previously FMP key was inline with the equity provider dropdown while FRED/BLS were in a separate "Macro" section. Now all keys are unified. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Independent fetcher using /stable/historical-price-eod/full with commodity symbols (GCUSD, CLUSD, etc.). Same FMP endpoint as equities but own fetcher class — no bridging through equity code. - Add FMP commodity provider option in UI - Add CommoditySpotPrice test to FMP bbProvider suite Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
refactor: market data infrastructure overhaul
# Conflicts: # src/connectors/web/routes/config.ts # src/domain/trading/brokers/alpaca/AlpacaBroker.ts # src/domain/trading/brokers/ccxt/CcxtBroker.ts # src/main.ts # src/tool/analysis.ts
added 2 commits
April 16, 2026 15:27
Upstream changes:
- AgentEvent type system with runtime validation
- Decimal precision for monetary fields (all brokers)
- Profile-based AI config with preset catalog
- Codex AI provider (OpenAI via ChatGPT OAuth)
- UI reorganization (Automation, Logs, News pages)
- News feed view with filtering + /api/news endpoint
- Currency-aware portfolio + FX rates
- CCXT Hyperliquid support + dynamic credentials
- Commodity canonical naming + catalog
- Telegram auth + trading panel
- Session awareness tools + Dev workbench
Fork features preserved:
- Signal router (8 signals, 2m poll)
- Market Pulse dashboard (/pulse)
- Paper bot scorecard + attribution
- Economy tools (FRED, CPI, rates)
- Quote streaming (Alpaca WS + CCXT Pro)
- Safety guards (6 autonomous guards)
- Dual account architecture
- Heartbeat active-hours + compaction
- Fear & Greed, GDELT, prediction markets
Merge fixes:
- Guards/portfolio-analytics adapted to Decimal string fields
- Calculator spec updated for CalculateOutput { value, dataRange }
- Technical indicators (STOCHRSI, ADX, OBV, VWAP, PIVOT) accept TrackedValues
- Persona hot-reload merged with date injection
- Commodity provider uses correct providers.commodity config
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Summary
TraderAlice/OpenAlicemaster (PRs feat: session awareness tools, dev workbench, telegram onboarding TraderAlice/OpenAlice#102–feat: AgentEvent types, Decimal monetary fields, brand unification TraderAlice/OpenAlice#124, ~60 commits)openaidependency required by upstream's new Codex providerUpstream Highlights
/api/newsendpoint/tradingpanelFork Features Preserved
/pulse)Test plan
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