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v0.9.0-beta.5: cherry-pick fixes & docs from Claude branches#52

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luokerenx4 merged 10 commits intomasterfrom
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Mar 13, 2026
Merged

v0.9.0-beta.5: cherry-pick fixes & docs from Claude branches#52
luokerenx4 merged 10 commits intomasterfrom
dev

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Summary

  • fix: Alpaca/CCXT startup error handling for missing/invalid API keys
  • docs: OpenTypeBB tutorial for running financial data with OpenAlice
  • docs: Move README images to docs/images/
  • chore: Bump version to 0.9.0-beta.5

Cherry-picked from claude/fix-api-startup-errors-phSCG, claude/openalice-opentypebb-tutorial-ihT7U, and claude/readme-image-folder-KkOvJ.

Test plan

  • All 592 tests passing locally

🤖 Generated with Claude Code

luokerenx4 and others added 10 commits March 13, 2026 23:56
Implement SEC EDGAR equity search fetcher that pulls ~10,400 US listed
companies from the free company_tickers.json endpoint. Register the SEC
provider in app-loader so SymbolIndex can load symbols on fresh clones
without a cache file.

- Add EquitySearch standard model (query params + data schema)
- Add sec provider with SECEquitySearchFetcher (no API key needed)
- Register secProvider in app-loader
- Change SymbolIndex SOURCES from ['sec', 'tmx'] to ['sec']

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The embedded OpenBB server was missing the /widgets.json endpoint,
causing intermittent 404s in the OpenBB Workspace frontend. Added
buildWidgetsJson + mountWidgetsEndpoint to the embedded server and
exported them from @traderalice/opentypebb. Bumped root hono from
4.12.5 to 4.12.7 to match opentypebb and fix type incompatibility.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…id API keys

- AlpacaAccount: skip init immediately when no credentials configured,
  detect auth errors (401/403) and stop retrying after 2 attempts
- CcxtAccount: log clear message when running in read-only mode (no keys),
  wrap loadMarkets failure with user-friendly error message
- main.ts: add .catch() to ccxtInitPromise to prevent unhandled rejections

https://claude.ai/code/session_01FJW5DUZ4LeTpF6pMhUoTqv
Covers setup, configuration, available providers, standalone HTTP server,
library usage, and architecture overview — everything needed to get
OpenTypeBB running without Python/uv.

https://claude.ai/code/session_01KPjiQmXZB6gTcBsttBLPDa
federal_reserve, bls, and econdb declare credentials in provider config
but work without keys (lower rate limits). Mark them as "Optional" instead
of "No". Reorder table to group by key requirement.

https://claude.ai/code/session_01KPjiQmXZB6gTcBsttBLPDa
- Move alice-full.png from repo root to docs/images/
- Update logo reference in README
- Add preview.png placeholder between intro and Features section

https://claude.ai/code/session_01723997dvVE6CR4FSQCCoWa
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Convert startEmbeddedOpenBBServer into OpenBBServerPlugin with start/stop,
wire into optionalPlugins and reconnectConnectors() for runtime config changes.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
@luokerenx4 luokerenx4 merged commit def3dca into master Mar 13, 2026
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2 participants