Merge upstream PRs #102-#124 (v0.9.0-beta.12)

.gitignore

@@ -31,3 +31,6 @@ packages/ibkr/ref/source/cppclient/
 packages/ibkr/ref/samples/Java/
 packages/ibkr/ref/samples/Cpp/
 packages/ibkr/ref/CMakeLists.txt
+
+# Turborepo
+.turbo/

CHANGELOG.md

@@ -1,6 +1,6 @@
 # Changelog
 
-All notable changes to Open Alice will be documented in this file.
+All notable changes to OpenAlice will be documented in this file.
 
 ## [Unreleased]
 

CLAUDE.md

@@ -1,4 +1,4 @@
-# Open Alice
+# OpenAlice
 
 File-driven AI trading agent. All state (sessions, config, logs) stored as files — no database.
 
@@ -9,8 +9,20 @@ pnpm install
 pnpm dev        # Dev mode (tsx watch, port 3002)
 pnpm build      # Production build (backend + UI)
 pnpm test       # Vitest
+pnpm test:e2e   # e2e test
 ```
 
+### Pre-commit Verification
+
+Always run these checks before committing:
+
+```bash
+npx tsc --noEmit   # Type check (catches errors pnpm build misses)
+pnpm test           # Unit tests
+```
+
+`pnpm build` uses tsup which is lenient — `tsc --noEmit` catches strict type errors that tsup ignores.
+
 ## Project Structure
 
 ```
@@ -138,3 +150,5 @@ Cron jobs persist in `data/cron/jobs.json`. If config and persisted state diverg
 - When merging PRs, **prefer `--merge` over `--squash`** — squash destroys individual commit history. If the PR has clean, meaningful commits, merge them as-is
 - If squash is needed (messy history), do it — but never combine with `--delete-branch`
 - `archive/dev-pre-beta6` is a historical snapshot — do not modify or delete
+- **After merging a PR**, always `git pull origin master` to sync local master. Stale local master causes confusion about what's merged and what's not.
+- **Before creating a PR**, always `git fetch origin master` to check what's already merged. Use `git log --oneline origin/master..HEAD` to verify only the intended commits are ahead. Stale local refs cause PRs with wrong diff.

CONTRIBUTING.md

@@ -1,6 +1,6 @@
-# Contributing to Open Alice
+# Contributing to OpenAlice
 
-Thanks for your interest in Open Alice!
+Thanks for your interest in OpenAlice!
 
 ## Issues — Yes, Please
 
@@ -17,7 +17,7 @@ The more detail you provide, the faster we can act on it. Screenshots, logs, and
 
 **We do not accept external pull requests.** This is not a reflection on the quality of contributions — it's a security decision.
 
-Open Alice is a trading agent that executes real financial operations. Every line of code that runs has direct access to exchange accounts and API keys. Accepting external code — even well-intentioned code — introduces supply chain risk that we cannot afford. A single malicious dependency update, a subtle logic change in order execution, or a backdoor in a utility function could result in real financial loss.
+OpenAlice is a trading agent that executes real financial operations. Every line of code that runs has direct access to exchange accounts and API keys. Accepting external code — even well-intentioned code — introduces supply chain risk that we cannot afford. A single malicious dependency update, a subtle logic change in order execution, or a backdoor in a utility function could result in real financial loss.
 
 We review and implement all changes internally to maintain full control over the security surface.
 

cliff.toml

@@ -2,7 +2,7 @@
 header = """
 # Changelog
 
-All notable changes to Open Alice will be documented in this file.\n
+All notable changes to OpenAlice will be documented in this file.\n
 """
 body = """
 {%- macro remote_url() -%}

docs/project-structure.md

@@ -0,0 +1,90 @@
+# Project Structure
+
+OpenAlice is a pnpm monorepo with Turborepo build orchestration.
+
+```
+packages/
+├── ibkr/                      # @traderalice/ibkr — IBKR TWS API TypeScript port
+└── opentypebb/                # @traderalice/opentypebb — OpenBB platform TS port
+ui/                            # React frontend (Vite, 13 pages)
+src/
+├── main.ts                    # Composition root — wires everything together
+├── core/
+│   ├── agent-center.ts        # Top-level AI orchestration, owns ProviderRouter
+│   ├── ai-provider-manager.ts # GenerateRouter + StreamableResult + AskOptions
+│   ├── tool-center.ts         # Centralized tool registry (Vercel + MCP export)
+│   ├── mcp-export.ts          # Shared MCP export layer with type coercion
+│   ├── session.ts             # JSONL session store + format converters
+│   ├── compaction.ts          # Auto-summarize long context windows
+│   ├── config.ts              # Zod-validated config loader
+│   ├── event-log.ts           # Append-only JSONL event log
+│   ├── connector-center.ts    # ConnectorCenter — push delivery + last-interacted tracking
+│   ├── async-channel.ts       # AsyncChannel for streaming provider events to SSE
+│   ├── tool-call-log.ts       # Tool invocation logging
+│   ├── media.ts               # MediaAttachment extraction
+│   ├── media-store.ts         # Media file persistence
+│   └── types.ts               # Plugin, EngineContext interfaces
+├── ai-providers/
+│   ├── vercel-ai-sdk/         # Vercel AI SDK ToolLoopAgent wrapper
+│   ├── agent-sdk/             # Claude backend (@anthropic-ai/claude-agent-sdk, OAuth + API key)
+│   └── mock/                  # Mock provider (testing)
+├── domain/
+│   ├── trading/               # Unified multi-account trading, guard pipeline, git-like commits
+│   │   ├── account-manager.ts # UTA lifecycle (init, reconnect, enable/disable) + registry
+│   │   ├── git-persistence.ts # Git state load/save
+│   │   ├── brokers/
+│   │   │   ├── registry.ts    # Broker self-registration (configSchema + configFields + fromConfig)
+│   │   │   ├── alpaca/        # Alpaca (US equities)
+│   │   │   ├── ccxt/          # CCXT (100+ crypto exchanges)
+│   │   │   ├── ibkr/          # Interactive Brokers (TWS/Gateway)
+│   │   │   └── mock/          # In-memory test broker
+│   │   ├── git/               # Trading-as-Git engine (stage → commit → push)
+│   │   ├── guards/            # Pre-execution safety checks (position size, cooldown, whitelist)
+│   │   └── snapshot/          # Periodic + event-driven account state capture, equity curve
+│   ├── market-data/           # Structured data layer (opentypebb in-process + OpenBB API remote)
+│   │   ├── equity/            # Equity data + SymbolIndex (SEC/TMX local cache)
+│   │   ├── crypto/            # Crypto data layer
+│   │   ├── currency/          # Currency/forex data layer
+│   │   ├── commodity/         # Commodity data layer (EIA, spot prices)
+│   │   ├── economy/           # Macro economy data layer
+│   │   └── client/            # Data backend clients (opentypebb SDK, openbb-api)
+│   ├── analysis/              # Indicators, technical analysis
+│   ├── news/                  # RSS collector + archive search
+│   ├── brain/                 # Cognitive state (memory, emotion)
+│   └── thinking/              # Safe expression evaluator
+├── tool/                      # AI tool definitions — thin bridge from domain to ToolCenter
+│   ├── trading.ts             # Trading tools (delegates to domain/trading)
+│   ├── equity.ts              # Equity fundamental tools
+│   ├── market.ts              # Symbol search tools
+│   ├── analysis.ts            # Indicator calculation tools
+│   ├── news.ts                # News archive tools
+│   ├── brain.ts               # Cognition tools
+│   ├── thinking.ts            # Reasoning tools
+│   ├── browser.ts             # Browser automation tools (wraps openclaw)
+│   └── session.ts             # Session awareness tools
+├── server/
+│   ├── mcp.ts                 # MCP protocol server
+│   └── opentypebb.ts          # Embedded OpenBB-compatible HTTP API (optional)
+├── connectors/
+│   ├── web/                   # Web UI (Hono, SSE streaming, sub-channels)
+│   ├── telegram/              # Telegram bot (grammY, magic link auth, /trading panel)
+│   ├── mcp-ask/               # MCP Ask connector (external agent conversation)
+│   └── mock/                  # Mock connector (testing)
+├── task/
+│   ├── cron/                  # Cron scheduling (engine, listener, AI tools)
+│   └── heartbeat/             # Periodic heartbeat with structured response protocol
+└── openclaw/                  # ⚠️ Frozen — DO NOT MODIFY
+data/
+├── config/                    # JSON configuration files
+├── sessions/                  # JSONL conversation histories (web/, telegram/, cron/)
+├── brain/                     # Agent memory and emotion logs
+├── cache/                     # API response caches
+├── trading/                   # Trading commit history + snapshots (per-account)
+├── news-collector/            # Persistent news archive (JSONL)
+├── cron/                      # Cron job definitions (jobs.json)
+├── event-log/                 # Persistent event log (events.jsonl)
+├── tool-calls/                # Tool invocation logs
+└── media/                     # Uploaded attachments
+default/                       # Factory defaults (persona, heartbeat, skills)
+docs/                          # Documentation
+```