# Pitfall Log

Project: OpenBB-finance/OpenBB

Summary: Found 29 potential pitfall items; 4 are high/blocking. Highest priority: security_permissions - 来源证据：[FR] Add Bank of Canada Valet API as a new provider extension.

## 1. security_permissions · 来源证据：[FR] Add Bank of Canada Valet API as a new provider extension

- Severity: high
- Evidence strength: source_linked
- Finding: GitHub 社区证据显示该项目存在一个安全/权限相关的待验证问题：[FR] Add Bank of Canada Valet API as a new provider extension
- User impact: 可能影响授权、密钥配置或安全边界。
- Suggested check: 来源问题仍为 open，Pack Agent 需要复核是否仍影响当前版本。
- Guardrail action: 不得脱离来源链接放大为确定性结论；需要标注适用版本和复核状态。
- Evidence: community_evidence:github | cevd_a8349d4112564c48b29615f3530e81e4 | https://github.com/OpenBB-finance/OpenBB/issues/7490 | 来源讨论提到 api key 相关条件，需在安装/试用前复核。

## 2. security_permissions · 来源证据：[FR] Add Real-time Cryptocurrency Data Provider Integration

- Severity: high
- Evidence strength: source_linked
- Finding: GitHub 社区证据显示该项目存在一个安全/权限相关的待验证问题：[FR] Add Real-time Cryptocurrency Data Provider Integration
- User impact: 可能影响授权、密钥配置或安全边界。
- Suggested check: 来源问题仍为 open，Pack Agent 需要复核是否仍影响当前版本。
- Guardrail action: 不得脱离来源链接放大为确定性结论；需要标注适用版本和复核状态。
- Evidence: community_evidence:github | cevd_e1bb7e5c7c0a4dc2bea2a256ed74a0b0 | https://github.com/OpenBB-finance/OpenBB/issues/7177 | 来源讨论提到 api key 相关条件，需在安装/试用前复核。

## 3. security_permissions · 来源证据：[FR] Signed audit receipts for MCP server tool calls (regulatory compliance)

- Severity: high
- Evidence strength: source_linked
- Finding: GitHub 社区证据显示该项目存在一个安全/权限相关的待验证问题：[FR] Signed audit receipts for MCP server tool calls (regulatory compliance)
- User impact: 可能影响授权、密钥配置或安全边界。
- Suggested check: 来源问题仍为 open，Pack Agent 需要复核是否仍影响当前版本。
- Guardrail action: 不得脱离来源链接放大为确定性结论；需要标注适用版本和复核状态。
- Evidence: community_evidence:github | cevd_01ea12beef924e199679c6d2d1b91c73 | https://github.com/OpenBB-finance/OpenBB/issues/7455 | 来源讨论提到 npm 相关条件，需在安装/试用前复核。

## 4. security_permissions · 涉及密钥、隐私或敏感领域

- Severity: high
- Evidence strength: source_linked
- Finding: 项目文本出现 secret/private key/privacy/trading/finance 等敏感关键词。
- User impact: 金融、交易、隐私和密钥场景必须比普通工具更保守。
- Suggested check: 补敏感数据流、密钥存储和权限边界审查。
- Guardrail action: 敏感领域或密钥场景必须保守推荐并要求人工复核。
- Evidence: packet_text.keyword_scan | github_repo:323048702 | https://github.com/OpenBB-finance/OpenBB | matched secret / private key / privacy / trading / finance keyword

## 5. installation · 失败模式：installation: OpenBB Platform v4.5.0

- Severity: medium
- Evidence strength: source_linked
- Finding: Developers should check this installation risk before relying on the project: OpenBB Platform v4.5.0
- User impact: Upgrade or migration may change expected behavior: OpenBB Platform v4.5.0
- Suggested check: Before packaging this project, run the relevant install/config/quickstart check for: OpenBB Platform v4.5.0. Context: Observed when using python
- Guardrail action: State this as source-backed community evidence, not as Doramagic reproduction.
- Evidence: failure_mode_cluster:github_release | fmev_3acb4d0463ffb0d96b55088fc42477e1 | https://github.com/OpenBB-finance/OpenBB/releases/tag/v4.5.0 | OpenBB Platform v4.5.0

## 6. installation · 失败模式：installation: OpenBB Platform v4.6.0

- Severity: medium
- Evidence strength: source_linked
- Finding: Developers should check this installation risk before relying on the project: OpenBB Platform v4.6.0
- User impact: Upgrade or migration may change expected behavior: OpenBB Platform v4.6.0
- Suggested check: Before packaging this project, run the relevant install/config/quickstart check for: OpenBB Platform v4.6.0. Context: Observed when using python
- Guardrail action: State this as source-backed community evidence, not as Doramagic reproduction.
- Evidence: failure_mode_cluster:github_release | fmev_c32f0b655c075b88a71f35f893ae1f90 | https://github.com/OpenBB-finance/OpenBB/releases/tag/v4.6.0 | OpenBB Platform v4.6.0

## 7. installation · 失败模式：installation: [Bug] Openbb 4.5.0 cannot import name 'OBBject_EquityInfo' from 'openbb_core.app.provider_int...

- Severity: medium
- Evidence strength: source_linked
- Finding: Developers should check this installation risk before relying on the project: [Bug] Openbb 4.5.0 cannot import name 'OBBject_EquityInfo' from 'openbb_core.app.provider_interface'
- User impact: Developers may fail before the first successful local run: [Bug] Openbb 4.5.0 cannot import name 'OBBject_EquityInfo' from 'openbb_core.app.provider_interface'
- Suggested check: Before packaging this project, run the relevant install/config/quickstart check for: [Bug] Openbb 4.5.0 cannot import name 'OBBject_EquityInfo' from 'openbb_core.app.provider_interface'. Context: Observed when using python, docker
- Guardrail action: State this as source-backed community evidence, not as Doramagic reproduction.
- Evidence: failure_mode_cluster:github_issue | fmev_a7115ea0142ee2b52fad8606fc7d47ec | https://github.com/OpenBB-finance/OpenBB/issues/7279 | [Bug] Openbb 4.5.0 cannot import name 'OBBject_EquityInfo' from 'openbb_core.app.provider_interface'

## 8. installation · 失败模式：installation: [Bug] PyWry WebView Fails to Launch on Ubuntu 24.04

- Severity: medium
- Evidence strength: source_linked
- Finding: Developers should check this installation risk before relying on the project: [Bug] PyWry WebView Fails to Launch on Ubuntu 24.04
- User impact: Developers may fail before the first successful local run: [Bug] PyWry WebView Fails to Launch on Ubuntu 24.04
- Suggested check: Before packaging this project, run the relevant install/config/quickstart check for: [Bug] PyWry WebView Fails to Launch on Ubuntu 24.04. Context: Observed when using python, linux
- Guardrail action: State this as source-backed community evidence, not as Doramagic reproduction.
- Evidence: failure_mode_cluster:github_issue | fmev_c48a7161974013fd9895ea98894b35bd | https://github.com/OpenBB-finance/OpenBB/issues/7148 | [Bug] PyWry WebView Fails to Launch on Ubuntu 24.04

## 9. installation · 失败模式：installation: [FR] Add Bank of Canada Valet API as a new provider extension

- Severity: medium
- Evidence strength: source_linked
- Finding: Developers should check this installation risk before relying on the project: [FR] Add Bank of Canada Valet API as a new provider extension
- User impact: Developers may fail before the first successful local run: [FR] Add Bank of Canada Valet API as a new provider extension
- Suggested check: Before packaging this project, run the relevant install/config/quickstart check for: [FR] Add Bank of Canada Valet API as a new provider extension. Context: Observed when using python
- Guardrail action: State this as source-backed community evidence, not as Doramagic reproduction.
- Evidence: failure_mode_cluster:github_issue | fmev_3ee0b5efd611f4c6c49174e1a6ba1006 | https://github.com/OpenBB-finance/OpenBB/issues/7490 | [FR] Add Bank of Canada Valet API as a new provider extension

## 10. installation · 来源证据：[Bug] PyWry WebView Fails to Launch on Ubuntu 24.04

- Severity: medium
- Evidence strength: source_linked
- Finding: GitHub 社区证据显示该项目存在一个安装相关的待验证问题：[Bug] PyWry WebView Fails to Launch on Ubuntu 24.04
- User impact: 可能阻塞安装或首次运行。
- Suggested check: 来源显示可能已有修复、规避或版本变化，说明书中必须标注适用版本。
- Guardrail action: 不得脱离来源链接放大为确定性结论；需要标注适用版本和复核状态。
- Evidence: community_evidence:github | cevd_c068fa0d9cac4fb7b74d875b22d312d7 | https://github.com/OpenBB-finance/OpenBB/issues/7148 | 来源讨论提到 python 相关条件，需在安装/试用前复核。

## 11. installation · 来源证据：[Bug] Widgets not saving their position and size after refresh

- Severity: medium
- Evidence strength: source_linked
- Finding: GitHub 社区证据显示该项目存在一个安装相关的待验证问题：[Bug] Widgets not saving their position and size after refresh
- User impact: 可能增加新用户试用和生产接入成本。
- Suggested check: 来源显示可能已有修复、规避或版本变化，说明书中必须标注适用版本。
- Guardrail action: 不得脱离来源链接放大为确定性结论；需要标注适用版本和复核状态。
- Evidence: community_evidence:github | cevd_b7792ca1efe649c085e18a8a6be37d49 | https://github.com/OpenBB-finance/OpenBB/issues/7479 | 来源类型 github_issue 暴露的待验证使用条件。

## 12. configuration · 失败模式：configuration: [FR] Add Real-time Cryptocurrency Data Provider Integration

- Severity: medium
- Evidence strength: source_linked
- Finding: Developers should check this configuration risk before relying on the project: [FR] Add Real-time Cryptocurrency Data Provider Integration
- User impact: Developers may misconfigure credentials, environment, or host setup: [FR] Add Real-time Cryptocurrency Data Provider Integration
- Suggested check: Before packaging this project, run the relevant install/config/quickstart check for: [FR] Add Real-time Cryptocurrency Data Provider Integration. Context: Source discussion did not expose a precise runtime context.
- Guardrail action: State this as source-backed community evidence, not as Doramagic reproduction.
- Evidence: failure_mode_cluster:github_issue | fmev_45a17b16742dbd042ef1b9e8d373939d | https://github.com/OpenBB-finance/OpenBB/issues/7177 | [FR] Add Real-time Cryptocurrency Data Provider Integration

## 13. configuration · 失败模式：configuration: [FR] Signed audit receipts for MCP server tool calls (regulatory compliance)

- Severity: medium
- Evidence strength: source_linked
- Finding: Developers should check this configuration risk before relying on the project: [FR] Signed audit receipts for MCP server tool calls (regulatory compliance)
- User impact: Developers may misconfigure credentials, environment, or host setup: [FR] Signed audit receipts for MCP server tool calls (regulatory compliance)
- Suggested check: Before packaging this project, run the relevant install/config/quickstart check for: [FR] Signed audit receipts for MCP server tool calls (regulatory compliance). Context: Observed when using node
- Guardrail action: State this as source-backed community evidence, not as Doramagic reproduction.
- Evidence: failure_mode_cluster:github_issue | fmev_3b139ec9599d5d33e68020e4e802c7e6 | https://github.com/OpenBB-finance/OpenBB/issues/7455 | [FR] Signed audit receipts for MCP server tool calls (regulatory compliance), failure_mode_cluster:github_issue | fmev_cc0ef568cdbda130dfa0c7df4a8f4021 | https://github.com/OpenBB-finance/OpenBB/issues/7455 | [FR] Signed audit receipts for MCP server tool calls (regulatory compliance)

## 14. capability · 能力判断依赖假设

- Severity: medium
- Evidence strength: source_linked
- Finding: README/documentation is current enough for a first validation pass.
- User impact: 假设不成立时，用户拿不到承诺的能力。
- Suggested check: 将假设转成下游验证清单。
- Guardrail action: 假设必须转成验证项；没有验证结果前不能写成事实。
- Evidence: capability.assumptions | github_repo:323048702 | https://github.com/OpenBB-finance/OpenBB | README/documentation is current enough for a first validation pass.

## 15. runtime · 来源证据：ODP Desktop v1.0.2

- Severity: medium
- Evidence strength: source_linked
- Finding: GitHub 社区证据显示该项目存在一个运行相关的待验证问题：ODP Desktop v1.0.2
- User impact: 可能增加新用户试用和生产接入成本。
- Suggested check: 来源显示可能已有修复、规避或版本变化，说明书中必须标注适用版本。
- Guardrail action: 不得脱离来源链接放大为确定性结论；需要标注适用版本和复核状态。
- Evidence: community_evidence:github | cevd_cf07c5d467e44c168f2650a3c4404f46 | https://github.com/OpenBB-finance/OpenBB/releases/tag/Open-Data-Platform-v1.0.2 | 来源讨论提到 windows 相关条件，需在安装/试用前复核。

## 16. maintenance · 失败模式：migration: OpenBB V4.7.0

- Severity: medium
- Evidence strength: source_linked
- Finding: Developers should check this migration risk before relying on the project: OpenBB V4.7.0
- User impact: Upgrade or migration may change expected behavior: OpenBB V4.7.0
- Suggested check: Before packaging this project, run the relevant install/config/quickstart check for: OpenBB V4.7.0. Context: Observed when using python
- Guardrail action: State this as source-backed community evidence, not as Doramagic reproduction.
- Evidence: failure_mode_cluster:github_release | fmev_d2f3cd7047c12b8378dbba16461be269 | https://github.com/OpenBB-finance/OpenBB/releases/tag/v4.7.0 | OpenBB V4.7.0

## 17. maintenance · 维护活跃度未知

- Severity: medium
- Evidence strength: source_linked
- Finding: 未记录 last_activity_observed。
- User impact: 新项目、停更项目和活跃项目会被混在一起，推荐信任度下降。
- Suggested check: 补 GitHub 最近 commit、release、issue/PR 响应信号。
- Guardrail action: 维护活跃度未知时，推荐强度不能标为高信任。
- Evidence: evidence.maintainer_signals | github_repo:323048702 | https://github.com/OpenBB-finance/OpenBB | last_activity_observed missing

## 18. security_permissions · 下游验证发现风险项

- Severity: medium
- Evidence strength: source_linked
- Finding: no_demo
- User impact: 下游已经要求复核，不能在页面中弱化。
- Suggested check: 进入安全/权限治理复核队列。
- Guardrail action: 下游风险存在时必须保持 review/recommendation 降级。
- Evidence: downstream_validation.risk_items | github_repo:323048702 | https://github.com/OpenBB-finance/OpenBB | no_demo; severity=medium

## 19. security_permissions · 存在评分风险

- Severity: medium
- Evidence strength: source_linked
- Finding: no_demo
- User impact: 风险会影响是否适合普通用户安装。
- Suggested check: 把风险写入边界卡，并确认是否需要人工复核。
- Guardrail action: 评分风险必须进入边界卡，不能只作为内部分数。
- Evidence: risks.scoring_risks | github_repo:323048702 | https://github.com/OpenBB-finance/OpenBB | no_demo; severity=medium

## 20. security_permissions · 来源证据：ODP Desktop v1.0.1

- Severity: medium
- Evidence strength: source_linked
- Finding: GitHub 社区证据显示该项目存在一个安全/权限相关的待验证问题：ODP Desktop v1.0.1
- User impact: 可能增加新用户试用和生产接入成本。
- Suggested check: 来源显示可能已有修复、规避或版本变化，说明书中必须标注适用版本。
- Guardrail action: 不得脱离来源链接放大为确定性结论；需要标注适用版本和复核状态。
- Evidence: community_evidence:github | cevd_b5b0cf96b9b1456e8192a80e8c9fbcfd | https://github.com/OpenBB-finance/OpenBB/releases/tag/Open-Data-Platform-v1.0.1 | 来源讨论提到 windows 相关条件，需在安装/试用前复核。

## 21. security_permissions · 来源证据：OpenBB Platform v4.5.0

- Severity: medium
- Evidence strength: source_linked
- Finding: GitHub 社区证据显示该项目存在一个安全/权限相关的待验证问题：OpenBB Platform v4.5.0
- User impact: 可能影响升级、迁移或版本选择。
- Suggested check: 来源显示可能已有修复、规避或版本变化，说明书中必须标注适用版本。
- Guardrail action: 不得脱离来源链接放大为确定性结论；需要标注适用版本和复核状态。
- Evidence: community_evidence:github | cevd_ff4708f0690c485c9453a90b7b1f926a | https://github.com/OpenBB-finance/OpenBB/releases/tag/v4.5.0 | 来源讨论提到 python 相关条件，需在安装/试用前复核。

## 22. security_permissions · 来源证据：OpenBB Platform v4.6.0

- Severity: medium
- Evidence strength: source_linked
- Finding: GitHub 社区证据显示该项目存在一个安全/权限相关的待验证问题：OpenBB Platform v4.6.0
- User impact: 可能影响升级、迁移或版本选择。
- Suggested check: 来源显示可能已有修复、规避或版本变化，说明书中必须标注适用版本。
- Guardrail action: 不得脱离来源链接放大为确定性结论；需要标注适用版本和复核状态。
- Evidence: community_evidence:github | cevd_58ecf0b5c49441d7818b4f384f522024 | https://github.com/OpenBB-finance/OpenBB/releases/tag/v4.6.0 | 来源讨论提到 python 相关条件，需在安装/试用前复核。

## 23. security_permissions · 来源证据：OpenBB V4.7.0

- Severity: medium
- Evidence strength: source_linked
- Finding: GitHub 社区证据显示该项目存在一个安全/权限相关的待验证问题：OpenBB V4.7.0
- User impact: 可能影响升级、迁移或版本选择。
- Suggested check: 来源显示可能已有修复、规避或版本变化，说明书中必须标注适用版本。
- Guardrail action: 不得脱离来源链接放大为确定性结论；需要标注适用版本和复核状态。
- Evidence: community_evidence:github | cevd_487435c8c60a497092f647438af74f89 | https://github.com/OpenBB-finance/OpenBB/releases/tag/v4.7.0 | 来源讨论提到 python 相关条件，需在安装/试用前复核。

## 24. security_permissions · 来源证据：[Bug] Openbb 4.5.0 cannot import name 'OBBject_EquityInfo' from 'openbb_core.app.provider_interface'

- Severity: medium
- Evidence strength: source_linked
- Finding: GitHub 社区证据显示该项目存在一个安全/权限相关的待验证问题：[Bug] Openbb 4.5.0 cannot import name 'OBBject_EquityInfo' from 'openbb_core.app.provider_interface'
- User impact: 可能影响授权、密钥配置或安全边界。
- Suggested check: 来源显示可能已有修复、规避或版本变化，说明书中必须标注适用版本。
- Guardrail action: 不得脱离来源链接放大为确定性结论；需要标注适用版本和复核状态。
- Evidence: community_evidence:github | cevd_95461e0340ed4ee5a724d3d6966b0bcf | https://github.com/OpenBB-finance/OpenBB/issues/7279 | 来源讨论提到 python 相关条件，需在安装/试用前复核。

## 25. capability · 失败模式：capability: [Bug] Widgets not saving their position and size after refresh

- Severity: low
- Evidence strength: source_linked
- Finding: Developers should check this capability risk before relying on the project: [Bug] Widgets not saving their position and size after refresh
- User impact: Developers may hit a documented source-backed failure mode: [Bug] Widgets not saving their position and size after refresh
- Suggested check: Before packaging this project, run the relevant install/config/quickstart check for: [Bug] Widgets not saving their position and size after refresh. Context: Source discussion did not expose a precise runtime context.
- Guardrail action: State this as source-backed community evidence, not as Doramagic reproduction.
- Evidence: failure_mode_cluster:github_issue | fmev_033f4288382da3f950cd941ddba1d67b | https://github.com/OpenBB-finance/OpenBB/issues/7479 | [Bug] Widgets not saving their position and size after refresh

## 26. runtime · 失败模式：performance: ODP Desktop v1.0.1

- Severity: low
- Evidence strength: source_linked
- Finding: Developers should check this performance risk before relying on the project: ODP Desktop v1.0.1
- User impact: Upgrade or migration may change expected behavior: ODP Desktop v1.0.1
- Suggested check: Before packaging this project, run the relevant install/config/quickstart check for: ODP Desktop v1.0.1. Context: Observed when using windows, macos
- Guardrail action: State this as source-backed community evidence, not as Doramagic reproduction.
- Evidence: failure_mode_cluster:github_release | fmev_7f6699c43b69d6dddb40e92afc05c849 | https://github.com/OpenBB-finance/OpenBB/releases/tag/Open-Data-Platform-v1.0.1 | ODP Desktop v1.0.1

## 27. maintenance · issue/PR 响应质量未知

- Severity: low
- Evidence strength: source_linked
- Finding: issue_or_pr_quality=unknown。
- User impact: 用户无法判断遇到问题后是否有人维护。
- Suggested check: 抽样最近 issue/PR，判断是否长期无人处理。
- Guardrail action: issue/PR 响应未知时，必须提示维护风险。
- Evidence: evidence.maintainer_signals | github_repo:323048702 | https://github.com/OpenBB-finance/OpenBB | issue_or_pr_quality=unknown

## 28. maintenance · 发布节奏不明确

- Severity: low
- Evidence strength: source_linked
- Finding: release_recency=unknown。
- User impact: 安装命令和文档可能落后于代码，用户踩坑概率升高。
- Suggested check: 确认最近 release/tag 和 README 安装命令是否一致。
- Guardrail action: 发布节奏未知或过期时，安装说明必须标注可能漂移。
- Evidence: evidence.maintainer_signals | github_repo:323048702 | https://github.com/OpenBB-finance/OpenBB | release_recency=unknown

## 29. maintenance · 失败模式：maintenance: ODP Desktop v1.0.2

- Severity: low
- Evidence strength: source_linked
- Finding: Developers should check this maintenance risk before relying on the project: ODP Desktop v1.0.2
- User impact: Upgrade or migration may change expected behavior: ODP Desktop v1.0.2
- Suggested check: Before packaging this project, run the relevant install/config/quickstart check for: ODP Desktop v1.0.2. Context: Observed when using windows
- Guardrail action: State this as source-backed community evidence, not as Doramagic reproduction.
- Evidence: failure_mode_cluster:github_release | fmev_c611176eed42d564fe51eebbd73c3402 | https://github.com/OpenBB-finance/OpenBB/releases/tag/Open-Data-Platform-v1.0.2 | ODP Desktop v1.0.2