Changelog

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Entities, platform updates, and vault improvements

• Added entities feature with account linking
• Onchain transfers, onchain balance reading, and balance formatting
• Added Polygon and BNB chains
• Added export private keys functionality for users
• Vault migration support
• Minimum total shares for vaults
• Removed vault underlying token from settlement requests
• Various UI and performance fixes

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Vault support across SDKs

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TS SDK v0.0.18

• Vault migrate support in sdk-core and sdk-server
• Vault minimum total shares
• Underlying token handling for settlement requests

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Go SDK v0.2.0

• Minimum total shares auto detection
• Updated API surface
• Vault migrate support

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Auto-earn, settlement improvements, and orchestration support

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App v0.6.0

• Auto-earn functionality with optimistic UI, historical data, and APY display
• Orchestration settlement with withdraw and settle API integration
• Conditional payment request orchestration form
• Settle and deposit flow
• Rescue funds feature for recovering stuck assets
• Recurring trades and transfers
• Upgraded developer page

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TS SDK v0.0.14

• Settle+deposit and settle+withdraw flows
• New settlement shape and type definitions
• Settlement type and source fields

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Go SDK v0.0.7

• Settlement vault deposit
• Updated orchestration build request struct
• Auto-pull OtimDelegate address from API

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Otim Go SDK initial release

• EIP-7702 delegation signing
• Settlement building and signing
• Signature parsing and ABI encoding

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Mobile support, virtual accounts, and token upgrades

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New features

• Mobile responsive design
• Virtual accounts
• ERC-4626 vault deposit and withdraw actions
• Token list upgrade and trades revamp
• Multiple passkeys support
• EUR bank connection

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Improvements

• Portfolio chart visualization improvements
• Recurring trade support with proper floor amount handling
• Renamed payment requests to orchestrations
• Session expiration and authentication fixes

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Orchestration support and settlements rename

• Auto build and raw transaction support
• Renamed payment requests to settlements
• Orchestration support with max runs configuration

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TypeScript SDK restructure

• Refactored SDK codebase with new sdk-core and sdk-server packages
• Added activity SDK client
• Switched utils and turnkey packages to production mode

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Passkey authentication, developer tools, and multi-chain

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Authentication

• Passkey-only login with persistent sessions
• Legacy passkey migration from app.otim.com to otim.com

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New features

• Developer tab for API exploration
• QuickBooks invoice search integration
• Multi-chain balances display
• Wallet balance in accounts tab
• Instruction batch signer
• Cancel payment requests
• Chain network type toggle

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Chains

• Added BNB, Unichain, and Polygon mainnet and testnets

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Payment requests, bank connections, and new chains

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Payment requests

• Multi-tenant pay page
• Sign payment requests with passkey
• Payment request form and settlement flow
• QuickBooks integration for payment settings

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Banking

• Bank connection integration
• Link multiple banks
• Bank-to-wallet transfers

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Chains

• Added Base, Arbitrum, and Optimism to the production chain selector

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Other

• Contacts management
• Token balances display
• Various authentication and delegation fixes

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Improved table views, separate mainnet from testnet

• Added chain column to the Overview and Instruction tables
• Separated out testnet chains and made available at app-testnet.otim.com
• Other app performance enhancements and minor bug fixes

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Error and RLP authorization management improvements

• Simple updates around how errors are bubbled up from calls
• Fixed RLP preprocessing for 7702 authlist building

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Otim TypeScript SDK v0.1 release

• Install simply by running pnpm add @otim/sdk, npm install @otim/sdk, or yarn add @otim/sdk
• Provides simple flows for:
  • Setting up the client
  • Authenticating users
  • Delegating accounts via EIP-7702
  • Activating automated instructions
• Compatible with embedded wallet providers like Turnkey, Privy, DFNS, Dynamic, Para, Openfort, etc.
• Seamless integration into existing wallet infrastructure to enable flows like subscriptions, DCA, and topping up wallet balances

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Error handling, seamless authentication

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Dashboard

• Added error message tooltips that show you exactly why an execution didn’t work
• Added error toasts for API calls so you’ll always know when a request doesn’t go through
• Added pagination to both Activity and Instructions tabs
• Pay for instruction deactivation using any token

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Authentication

• Improved authentication UX to sign in only once and access all supported chains seamlessly

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App improvements, a new fee token

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Instructions

• Added USDT as a fee token option
• Fixed keeping embedded wallet login session live
• Updated default and minimum values for schedule and advanced parameters in the instruction builder
• Several other minor performance and UX flow improvements

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Onboarding

• Added OS-dependent delegation command
• Turned delegation tutorial video into popup

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Ethereum Mainnet deployment

• Delegate your account to Otim on Ethereum Mainnet
• Create an Otim-delegated account using just your email
• Perform swap, transfer, and refuel actions on a recurring or conditional basis
• Track and manage your instructions in the app dashboard