v1.0.0.40

[marketcalls]

Version 1.0.0.40 Released

Version 1.0.0.40 is a stability, market‑data, and ecosystem expansion release, focused on MultiQuote accuracy, funds & margin correctness, charting APIs, and broker WebSocket maturity, along with multiple UI, sandbox, and documentation enhancements.

This release builds on the v1.0.0.39 foundation and significantly improves data correctness, options analytics, and broker parity.

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0. Upgrade Notice

This release does not introduce breaking DB schema changes, but users are strongly recommended to upgrade to benefit from fixes in:

• Funds & collateral calculations
• MultiQuote accuracy
• Options chain & Greeks
• Sandbox safety and auto‑cleanup

Upgrade guide:
https://docs.openalgo.in/installation-guidelines/getting-started/upgrade

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1. Market Data & MultiQuote Enhancements

MultiQuote Accuracy Improvements

• Fixed OI propagation in MultiQuotes (Fyers)
• Improved single‑quote routing to depth-backed quote endpoints
• Stabilized quote consistency across REST & WebSocket feeds
• Reduced rate‑limit edge cases across brokers

Sandbox Mode

• Sandbox fully upgraded to MultiQuote-backed pricing
• Auto‑close added for expired F&O contracts
• Improved thread safety and price validation

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2. Funds, Margin & P&L Fixes

Funds & Collateral

• Angel: Collateral values in Funds API fixed
• Upstox: Collateral parameter corrected
• Samco / Wisdom / Jainam / FivePaisaXTS: Margin APIs updated and stabilized
• Unified margin behavior across margin & non‑margin brokers

P&L

• Fyers: M2M unrealized P&L fixed
• Aliceblue: Holdings quantity & P&L corrections
• Improved P&L consistency across dashboards

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3. Options Engine & Analytics

Options Chain & Greeks

• Fixed options chain & Greeks issues (Firstock)
• Migrated Greeks engine to Black‑76 (py_vollib)
• Added forward_price parameter to Greeks API
• Improved intrinsic value validation before IV calculation
• Deep ITM options now return theoretical Greeks instead of errors

Examples & Docs

• Updated Python examples for:
  • Options Chain
  • Straddles
  • NIFTY‑specific Greeks
• Bruno collections updated with:
  • Split size
  • Per‑leg expiry support

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4. WebSocket & Real‑Time Streaming

New & Improved WebSockets

• Samco WebSocket: Initial implementation
• JainamXTS WebSockets:
  • LTP fixes
  • Depth & quote updates
  • Logging noise reduction
• Fixed zero‑value LTP issues (IndMoney)
• Improved quote structure consistency across brokers

Logging & Performance

• Startup logs moved from INFO → DEBUG
• Broker‑specific log filtering added
• Reduced noise in high‑frequency streams

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5. Charting & Strategy APIs

Chart APIs

• Chart API structure aligned across OpenAlgo
• New Chart Sync API added
• Improved type validation

Strategy & Infra

• Improved .env handling
• Docker permission fixes for Python strategies
• Railway + VPS dual deployment support
• Cache restoration improvements on restart

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6. UI, Dashboard & UX

• Heatmap updated
• Added connected broker badge
• Enhanced positions page:
  • Grouping
  • Filtering
  • Cleaner P&L layout
• Fixed CSV export in sandbox/analyze mode
• Faster UI load via CSS minification & render‑blocking fixes

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7. Security & Stability

• Fixed critical Telegram webhook authentication issue
• Upgraded vulnerable dependencies (urllib3, Werkzeug)
• Improved auth caching and session expiry handling
• Safer endpoint routing and validation across APIs

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8. Documentation & SDK Updates

Python SDK

• Documentation refreshed
• Examples aligned with latest APIs
• Compatible with v1.0.0.40 server changes

Docs

• Expanded WebSocket documentation with performance monitoring
• Cache architecture & pluggable system documentation
• Design documentation updates
• Raspberry Pi installation guide added

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Summary

Version 1.0.0.40 delivers:

• ✅ MultiQuote accuracy & OI fixes
• ✅ Funds, collateral & margin correctness across brokers
• ✅ Upgraded Options Greeks engine (Black‑76)
• ✅ New & improved broker WebSockets
• ✅ Sandbox safety improvements
• ✅ Chart Sync API
• ✅ UI, heatmap & dashboard enhancements
• ✅ Security hardening & dependency upgrades
• ✅ Improved docs, examples & SDK alignment

This release polishes OpenAlgo’s data correctness layer and raises broker parity and analytical reliability, making it safer and more accurate for live trading, scanners, and options strategies.

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This discussion was created from the release v1.0.0.40.