gloomberb 0.1.0 → 0.3.1

package/src/plugins/builtin/portfolio-list/settings.ts

@@ -0,0 +1,280 @@
+import type { PaneSettingOption, PaneSettingsDef, PaneTemplateContext } from "../../../types/plugin";
+import { DEFAULT_COLUMNS, type AppConfig, type ColumnConfig } from "../../../types/config";
+
+export type CollectionScope = "all" | "portfolios" | "watchlists" | "custom";
+
+export interface PortfolioPaneSettings {
+  columnIds: string[];
+  collectionScope: CollectionScope;
+  visibleCollectionIds: string[];
+  hideTabs: boolean;
+  hideHeader: boolean;
+  hideCash: boolean;
+  lockedCollectionId: string;
+}
+
+export interface CollectionEntry {
+  id: string;
+  name: string;
+  kind: "portfolio" | "watchlist";
+}
+
+export const PORTFOLIO_COLUMN_DEFS: ColumnConfig[] = [
+  ...DEFAULT_COLUMNS,
+  { id: "bid", label: "BID", width: 10, align: "right", format: "currency" },
+  { id: "ask", label: "ASK", width: 10, align: "right", format: "currency" },
+  { id: "spread", label: "SPREAD", width: 10, align: "right", format: "currency" },
+  { id: "change", label: "CHG", width: 9, align: "right", format: "currency" },
+  { id: "ext_hours", label: "EXT%", width: 8, align: "right", format: "percent" },
+  { id: "dividend_yield", label: "DIV%", width: 7, align: "right", format: "percent" },
+  { id: "shares", label: "SHARES", width: 9, align: "right", format: "number" },
+  { id: "avg_cost", label: "AVG COST", width: 10, align: "right", format: "currency" },
+  { id: "cost_basis", label: "COST", width: 10, align: "right", format: "compact" },
+  { id: "mkt_value", label: "MKT VAL", width: 10, align: "right", format: "compact" },
+  { id: "pnl", label: "P&L", width: 10, align: "right", format: "compact" },
+  { id: "pnl_pct", label: "P&L%", width: 8, align: "right", format: "percent" },
+];
+
+export const DEFAULT_PORTFOLIO_COLUMN_IDS = [
+  ...DEFAULT_COLUMNS.map((column) => column.id),
+  "shares",
+  "avg_cost",
+  "cost_basis",
+  "mkt_value",
+  "pnl",
+  "pnl_pct",
+];
+
+const PORTFOLIO_COLUMNS_BY_ID = new Map(PORTFOLIO_COLUMN_DEFS.map((column) => [column.id, column]));
+const PORTFOLIO_ONLY_COLUMN_IDS = new Set([
+  "shares",
+  "avg_cost",
+  "cost_basis",
+  "mkt_value",
+  "pnl",
+  "pnl_pct",
+]);
+const COLLECTION_SCOPE_OPTIONS: PaneSettingOption[] = [
+  {
+    value: "all",
+    label: "All Collections",
+    description: "Show portfolios and watchlists in this pane.",
+  },
+  {
+    value: "portfolios",
+    label: "Portfolios Only",
+    description: "Limit the pane to portfolios.",
+  },
+  {
+    value: "watchlists",
+    label: "Watchlists Only",
+    description: "Limit the pane to watchlists.",
+  },
+  {
+    value: "custom",
+    label: "Custom Selection",
+    description: "Choose exactly which collections this pane should show.",
+  },
+];
+
+function isCollectionScope(value: unknown): value is CollectionScope {
+  return value === "all" || value === "portfolios" || value === "watchlists" || value === "custom";
+}
+
+function filterCollectionEntries(entries: CollectionEntry[], settings: PortfolioPaneSettings): CollectionEntry[] {
+  switch (settings.collectionScope) {
+    case "portfolios":
+      return entries.filter((entry) => entry.kind === "portfolio");
+    case "watchlists":
+      return entries.filter((entry) => entry.kind === "watchlist");
+    case "custom": {
+      const selectedIds = new Set(settings.visibleCollectionIds);
+      return entries.filter((entry) => selectedIds.has(entry.id));
+    }
+    default:
+      return entries;
+  }
+}
+
+function resolveCollectionOptions(entries: CollectionEntry[]): PaneSettingOption[] {
+  return entries.map((entry) => ({
+    value: entry.id,
+    label: entry.name,
+    description: entry.kind === "portfolio" ? "Portfolio" : "Watchlist",
+  }));
+}
+
+function resolveLockedCollectionId(settings: PortfolioPaneSettings, visibleCollections: CollectionEntry[]): string {
+  if (visibleCollections.some((entry) => entry.id === settings.lockedCollectionId)) {
+    return settings.lockedCollectionId;
+  }
+  return visibleCollections[0]?.id ?? "";
+}
+
+export function getPortfolioPaneSettings(settings: Record<string, unknown> | undefined): PortfolioPaneSettings {
+  const columnIds = Array.isArray(settings?.columnIds)
+    ? settings.columnIds.filter((value): value is string => typeof value === "string")
+    : DEFAULT_PORTFOLIO_COLUMN_IDS;
+  const visibleCollectionIds = Array.isArray(settings?.visibleCollectionIds)
+    ? settings.visibleCollectionIds.filter((value): value is string => typeof value === "string")
+    : [];
+
+  return {
+    columnIds: columnIds.length > 0 ? columnIds : DEFAULT_PORTFOLIO_COLUMN_IDS,
+    collectionScope: isCollectionScope(settings?.collectionScope) ? settings.collectionScope : "all",
+    visibleCollectionIds,
+    hideTabs: settings?.hideTabs === true,
+    hideHeader: settings?.hideHeader === true,
+    hideCash: settings?.hideCash === true,
+    lockedCollectionId: typeof settings?.lockedCollectionId === "string" ? settings.lockedCollectionId : "",
+  };
+}
+
+export function createPortfolioPaneSettings(overrides: Partial<PortfolioPaneSettings> = {}): PortfolioPaneSettings {
+  return {
+    columnIds: [...(overrides.columnIds ?? DEFAULT_PORTFOLIO_COLUMN_IDS)],
+    collectionScope: overrides.collectionScope ?? "all",
+    visibleCollectionIds: [...(overrides.visibleCollectionIds ?? [])],
+    hideTabs: overrides.hideTabs ?? false,
+    hideHeader: overrides.hideHeader ?? false,
+    hideCash: overrides.hideCash ?? false,
+    lockedCollectionId: overrides.lockedCollectionId ?? "",
+  };
+}
+
+export function getCollectionEntries(config: AppConfig): CollectionEntry[] {
+  return [
+    ...config.portfolios.map((portfolio) => ({
+      id: portfolio.id,
+      name: portfolio.name,
+      kind: "portfolio" as const,
+    })),
+    ...config.watchlists.map((watchlist) => ({
+      id: watchlist.id,
+      name: watchlist.name,
+      kind: "watchlist" as const,
+    })),
+  ];
+}
+
+export function resolveScopedCollectionEntries(entries: CollectionEntry[], settings: PortfolioPaneSettings): CollectionEntry[] {
+  const filtered = filterCollectionEntries(entries, settings);
+  if (settings.collectionScope === "custom" && filtered.length === 0 && entries[0]) {
+    return [entries[0]];
+  }
+  return filtered;
+}
+
+export function resolveActiveCollectionId(
+  currentCollectionId: string,
+  visibleCollections: CollectionEntry[],
+  settings: PortfolioPaneSettings,
+): string {
+  if (visibleCollections.length === 0) return "";
+  if (settings.hideTabs) {
+    return resolveLockedCollectionId(settings, visibleCollections);
+  }
+  if (visibleCollections.some((entry) => entry.id === currentCollectionId)) {
+    return currentCollectionId;
+  }
+  return resolveLockedCollectionId(settings, visibleCollections);
+}
+
+export function resolveVisibleColumns(columnIds: string[], isPortfolioTab: boolean): ColumnConfig[] {
+  const resolved = columnIds
+    .map((columnId) => PORTFOLIO_COLUMNS_BY_ID.get(columnId))
+    .filter((column): column is ColumnConfig => column != null)
+    .filter((column) => isPortfolioTab || !PORTFOLIO_ONLY_COLUMN_IDS.has(column.id));
+
+  if (resolved.length > 0) {
+    return resolved;
+  }
+
+  return DEFAULT_COLUMNS.filter((column) => isPortfolioTab || !PORTFOLIO_ONLY_COLUMN_IDS.has(column.id));
+}
+
+export function buildPortfolioPaneSettingsDef(config: AppConfig, settings: PortfolioPaneSettings): PaneSettingsDef {
+  const collectionEntries = getCollectionEntries(config);
+  const scopedEntries = resolveScopedCollectionEntries(collectionEntries, settings);
+  const allCollectionOptions = resolveCollectionOptions(collectionEntries);
+  const lockedCollectionOptions = resolveCollectionOptions(scopedEntries.length > 0 ? scopedEntries : collectionEntries);
+
+  const fields: PaneSettingsDef["fields"] = [
+    {
+      key: "columnIds",
+      label: "Columns",
+      description: "Choose which columns this pane shows and in what order.",
+      type: "ordered-multi-select",
+      options: PORTFOLIO_COLUMN_DEFS.map((column) => ({
+        value: column.id,
+        label: column.label,
+        description: PORTFOLIO_ONLY_COLUMN_IDS.has(column.id)
+          ? "Visible only when this pane is showing a portfolio."
+          : "Visible for watchlists and portfolios.",
+      })),
+    },
+    {
+      key: "collectionScope",
+      label: "Collections",
+      description: "Control which portfolios or watchlists appear in this pane.",
+      type: "select",
+      options: COLLECTION_SCOPE_OPTIONS,
+    },
+  ];
+
+  if (settings.collectionScope === "custom") {
+    fields.push({
+      key: "visibleCollectionIds",
+      label: "Visible Collections",
+      description: "Pick the exact collections that should appear in this pane.",
+      type: "multi-select",
+      options: allCollectionOptions,
+    });
+  }
+
+  fields.push({
+    key: "hideTabs",
+    label: "Hide Tabs",
+    description: "Hide the collection tab bar and lock this pane to one collection.",
+    type: "toggle",
+  });
+  fields.push({
+    key: "hideHeader",
+    label: "Hide Header Bar",
+    description: "Hide the summary bar showing portfolio value, P&L, and account metrics.",
+    type: "toggle",
+  });
+  fields.push({
+    key: "hideCash",
+    label: "Hide Cash Positions",
+    description: "Hide the cash & margin drawer at the bottom of the pane.",
+    type: "toggle",
+  });
+
+  if (settings.hideTabs && lockedCollectionOptions.length > 0) {
+    fields.push({
+      key: "lockedCollectionId",
+      label: "Locked Collection",
+      description: "Choose which collection this pane should stay pinned to.",
+      type: "select",
+      options: lockedCollectionOptions,
+    });
+  }
+
+  return {
+    title: "Portfolio Pane Settings",
+    fields,
+  };
+}
+
+export function resolveCollectionPaneId(context: PaneTemplateContext): string | null {
+  if (context.activeCollectionId) {
+    const isPortfolio = context.config.portfolios.some((portfolio) => portfolio.id === context.activeCollectionId);
+    const isWatchlist = context.config.watchlists.some((watchlist) => watchlist.id === context.activeCollectionId);
+    if (isPortfolio || isWatchlist) {
+      return context.activeCollectionId;
+    }
+  }
+
+  return context.config.portfolios[0]?.id ?? context.config.watchlists[0]?.id ?? null;
+}

package/src/plugins/builtin/portfolio-list/summary.tsx

@@ -0,0 +1,270 @@
+import { TextAttributes } from "@opentui/core";
+import { colors, priceColor } from "../../../theme/colors";
+import type { AppState } from "../../../state/app-context";
+import type { Portfolio } from "../../../types/ticker";
+import type { BrokerAccount, BrokerCashBalance } from "../../../types/trading";
+import { formatCompact, formatPercentRaw } from "../../../utils/format";
+import { getBrokerInstance } from "../../../utils/broker-instances";
+import type { IbkrSnapshot } from "../../ibkr/gateway-service";
+import type { PortfolioSummaryTotals } from "./metrics";
+
+export interface PortfolioSummarySegment {
+  id: string;
+  parts: Array<{
+    text: string;
+    tone: "label" | "value" | "muted";
+    color?: string;
+    bold?: boolean;
+  }>;
+  length: number;
+}
+
+export interface PortfolioSummaryAccountState {
+  account: BrokerAccount;
+  sourceLabel: string;
+}
+
+export interface ResolvedPortfolioAccountState extends PortfolioSummaryAccountState {
+  sourceKind: "live" | "cached" | "flex";
+  visibleCashBalances: BrokerCashBalance[];
+}
+
+function createSummarySegment(
+  id: string,
+  parts: PortfolioSummarySegment["parts"],
+): PortfolioSummarySegment {
+  return {
+    id,
+    parts,
+    length: parts.reduce((sum, part) => sum + part.text.length, 0) + Math.max(0, parts.length - 1),
+  };
+}
+
+function fitSummarySegments(candidates: PortfolioSummarySegment[], widthBudget: number): PortfolioSummarySegment[] {
+  const fitted: PortfolioSummarySegment[] = [];
+  let used = 0;
+  for (const segment of candidates) {
+    const nextUsed = used + (fitted.length > 0 ? 2 : 0) + segment.length;
+    if (fitted.length > 0 && nextUsed > widthBudget) break;
+    fitted.push(segment);
+    used = nextUsed;
+  }
+  return fitted;
+}
+
+function formatSourceBadge(account: BrokerAccount, liveGateway: boolean): { label: string; kind: "live" | "cached" | "flex" } {
+  if (liveGateway) {
+    return { label: "Live", kind: "live" };
+  }
+  if (account.source === "flex") {
+    return {
+      label: account.updatedAt
+        ? `Flex ${new Date(account.updatedAt).toLocaleDateString("en-US", { month: "short", day: "numeric" })}`
+        : "Flex",
+      kind: "flex",
+    };
+  }
+  return { label: "Cached", kind: "cached" };
+}
+
+function getVisibleCashBalances(cashBalances: BrokerCashBalance[] | undefined): BrokerCashBalance[] {
+  if (!cashBalances) return [];
+  return cashBalances
+    .filter((balance) => {
+      const quantity = Math.abs(balance.quantity);
+      const baseValue = Math.abs(balance.baseValue ?? 0);
+      return quantity > 1e-9 || baseValue > 1e-9;
+    })
+    .sort((left, right) => {
+      const leftValue = Math.abs(left.baseValue ?? left.quantity);
+      const rightValue = Math.abs(right.baseValue ?? right.quantity);
+      return rightValue - leftValue;
+    });
+}
+
+function findPortfolioAccount(
+  accounts: BrokerAccount[],
+  portfolio: Portfolio,
+): BrokerAccount | undefined {
+  if (accounts.length === 0) return undefined;
+
+  const accountId = portfolio.brokerAccountId?.trim();
+  const portfolioName = portfolio.name.trim();
+  const collectionAccountId = portfolio.id.split(":").pop()?.trim();
+
+  return accounts.find((account) => account.accountId === accountId)
+    ?? accounts.find((account) => account.accountId === portfolioName || account.name === portfolioName)
+    ?? accounts.find((account) => account.accountId === collectionAccountId || account.name === collectionAccountId)
+    ?? (accounts.length === 1 ? accounts[0] : undefined);
+}
+
+export function resolvePortfolioAccountState(
+  portfolio: Portfolio | null,
+  state: Pick<AppState, "config" | "brokerAccounts">,
+  liveSnapshot: IbkrSnapshot,
+): ResolvedPortfolioAccountState | null {
+  if (!portfolio?.brokerInstanceId) return null;
+
+  const brokerInstance = getBrokerInstance(state.config.brokerInstances, portfolio.brokerInstanceId);
+  const cachedAccounts = state.brokerAccounts[portfolio.brokerInstanceId] ?? [];
+  const cachedAccount = findPortfolioAccount(cachedAccounts, portfolio);
+
+  const liveAccount = brokerInstance?.brokerType === "ibkr"
+    && brokerInstance.connectionMode === "gateway"
+    && liveSnapshot.status.state === "connected"
+    ? findPortfolioAccount(liveSnapshot.accounts, portfolio)
+    : undefined;
+
+  const account = liveAccount ?? cachedAccount;
+  if (!account) return null;
+
+  const source = formatSourceBadge(account, !!liveAccount);
+  return {
+    account,
+    sourceLabel: source.label,
+    sourceKind: source.kind,
+    visibleCashBalances: getVisibleCashBalances(account.cashBalances),
+  };
+}
+
+export function buildPortfolioSummarySegments({
+  totals,
+  accountState,
+  widthBudget,
+  refreshText,
+}: {
+  totals: PortfolioSummaryTotals;
+  accountState: PortfolioSummaryAccountState | null;
+  widthBudget: number;
+  refreshText?: string;
+}): PortfolioSummarySegment[] {
+  const candidates: PortfolioSummarySegment[] = [];
+
+  if (accountState?.account.netLiquidation != null) {
+    candidates.push(createSummarySegment("netliq", [
+      { text: "Net Liq", tone: "label" },
+      { text: formatCompact(accountState.account.netLiquidation), tone: "value", bold: true },
+    ]));
+  }
+
+  candidates.push(createSummarySegment("val", [
+    { text: "Val", tone: "label" },
+    { text: formatCompact(totals.totalMktValue), tone: "value", bold: true },
+  ]));
+
+  if (accountState?.account.totalCashValue != null) {
+    candidates.push(createSummarySegment("cash", [
+      { text: "Cash", tone: "label" },
+      { text: formatCompact(accountState.account.totalCashValue), tone: "value", bold: true },
+    ]));
+  }
+
+  candidates.push(createSummarySegment("day", [
+    { text: "Day", tone: "label" },
+    { text: `${totals.dailyPnl >= 0 ? "+" : ""}${formatCompact(totals.dailyPnl)}`, tone: "value", color: priceColor(totals.dailyPnl), bold: true },
+    { text: `(${formatPercentRaw(totals.dailyPnlPct)})`, tone: "muted", color: priceColor(totals.dailyPnlPct) },
+  ]));
+  candidates.push(createSummarySegment("pnl", [
+    { text: "P&L", tone: "label" },
+    { text: `${totals.unrealizedPnl >= 0 ? "+" : ""}${formatCompact(totals.unrealizedPnl)}`, tone: "value", color: priceColor(totals.unrealizedPnl), bold: true },
+    { text: `(${formatPercentRaw(totals.unrealizedPnlPct)})`, tone: "muted", color: priceColor(totals.unrealizedPnlPct) },
+  ]));
+
+  if (accountState) {
+    const { account, sourceLabel } = accountState;
+    const brokerSegments = [
+      account.settledCash != null
+        ? createSummarySegment("settled", [
+          { text: "Settled", tone: "label" },
+          { text: formatCompact(account.settledCash), tone: "value", bold: true },
+        ])
+        : null,
+      account.availableFunds != null
+        ? createSummarySegment("avail", [
+          { text: "Avail", tone: "label" },
+          { text: formatCompact(account.availableFunds), tone: "value", bold: true },
+        ])
+        : null,
+      account.excessLiquidity != null
+        ? createSummarySegment("excess", [
+          { text: "Excess", tone: "label" },
+          { text: formatCompact(account.excessLiquidity), tone: "value", bold: true },
+        ])
+        : null,
+      account.buyingPower != null
+        ? createSummarySegment("bp", [
+          { text: "BP", tone: "label" },
+          { text: formatCompact(account.buyingPower), tone: "value", bold: true },
+        ])
+        : null,
+      createSummarySegment("source", [
+        { text: sourceLabel, tone: "muted" },
+      ]),
+    ].filter((segment): segment is PortfolioSummarySegment => segment != null);
+
+    return fitSummarySegments([...candidates, ...brokerSegments], widthBudget);
+  }
+
+  if (refreshText) {
+    candidates.push(createSummarySegment("refresh", [
+      { text: refreshText, tone: "muted" },
+    ]));
+  }
+
+  return fitSummarySegments(candidates, widthBudget);
+}
+
+export function renderSummarySegments(segments: PortfolioSummarySegment[], width: number) {
+  if (segments.length === 0) return null;
+  return (
+    <box flexDirection="row" width={width} justifyContent="flex-start" overflow="hidden">
+      {segments.map((segment, segmentIndex) => (
+        <box key={segment.id} flexDirection="row">
+          {segmentIndex > 0 && <text fg={colors.textDim}>{"  "}</text>}
+          {segment.parts.map((part, partIndex) => (
+            <box key={`${segment.id}:${partIndex}`} flexDirection="row">
+              {partIndex > 0 && <text fg={colors.textDim}>{" "}</text>}
+              <text
+                fg={part.color ?? (part.tone === "label" || part.tone === "muted" ? colors.textDim : colors.text)}
+                attributes={part.bold ? TextAttributes.BOLD : 0}
+              >
+                {part.text}
+              </text>
+            </box>
+          ))}
+        </box>
+      ))}
+    </box>
+  );
+}
+
+export function buildDrawerMetricSegments(account: BrokerAccount, widthBudget: number): PortfolioSummarySegment[] {
+  const candidates = [
+    account.totalCashValue != null
+      ? createSummarySegment("cash", [{ text: "Cash", tone: "label" }, { text: formatCompact(account.totalCashValue), tone: "value", bold: true }])
+      : null,
+    account.settledCash != null
+      ? createSummarySegment("settled", [{ text: "Settled", tone: "label" }, { text: formatCompact(account.settledCash), tone: "value", bold: true }])
+      : null,
+    account.netLiquidation != null
+      ? createSummarySegment("netliq", [{ text: "Net Liq", tone: "label" }, { text: formatCompact(account.netLiquidation), tone: "value", bold: true }])
+      : null,
+    account.availableFunds != null
+      ? createSummarySegment("avail", [{ text: "Avail", tone: "label" }, { text: formatCompact(account.availableFunds), tone: "value", bold: true }])
+      : null,
+    account.excessLiquidity != null
+      ? createSummarySegment("excess", [{ text: "Excess", tone: "label" }, { text: formatCompact(account.excessLiquidity), tone: "value", bold: true }])
+      : null,
+    account.buyingPower != null
+      ? createSummarySegment("bp", [{ text: "BP", tone: "label" }, { text: formatCompact(account.buyingPower), tone: "value", bold: true }])
+      : null,
+    account.initMarginReq != null
+      ? createSummarySegment("init", [{ text: "Init", tone: "label" }, { text: formatCompact(account.initMarginReq), tone: "value", bold: true }])
+      : null,
+    account.maintMarginReq != null
+      ? createSummarySegment("maint", [{ text: "Maint", tone: "label" }, { text: formatCompact(account.maintMarginReq), tone: "value", bold: true }])
+      : null,
+  ].filter((segment): segment is PortfolioSummarySegment => segment != null);
+
+  return fitSummarySegments(candidates, widthBudget);
+}

package/src/plugins/builtin/portfolio-list/table.tsx

@@ -0,0 +1,64 @@
+import type { RefObject } from "react";
+import type { ScrollBoxRenderable } from "@opentui/core";
+import { TickerListTable, type QuoteFlashDirection } from "../../../components/ticker-list-table";
+import type { ColumnConfig } from "../../../types/config";
+import type { TickerFinancials } from "../../../types/financials";
+import type { TickerRecord } from "../../../types/ticker";
+import { getColumnValue, type ColumnContext } from "./metrics";
+
+export function PortfolioTickerTable({
+  columns,
+  sortColumnId,
+  sortDirection,
+  onHeaderClick,
+  headerScrollRef,
+  scrollRef,
+  syncHeaderScroll,
+  onBodyScrollActivity,
+  sortedTickers,
+  cursorSymbol,
+  hoveredIdx,
+  setHoveredIdx,
+  setCursorSymbol,
+  financialsMap,
+  columnContext,
+  flashSymbols,
+}: {
+  columns: ColumnConfig[];
+  sortColumnId: string | null;
+  sortDirection: "asc" | "desc";
+  onHeaderClick: (columnId: string) => void;
+  headerScrollRef: RefObject<ScrollBoxRenderable | null>;
+  scrollRef: RefObject<ScrollBoxRenderable | null>;
+  syncHeaderScroll: () => void;
+  onBodyScrollActivity: () => void;
+  sortedTickers: TickerRecord[];
+  cursorSymbol: string | null;
+  hoveredIdx: number | null;
+  setHoveredIdx: (index: number | null) => void;
+  setCursorSymbol: (symbol: string) => void;
+  financialsMap: Map<string, TickerFinancials>;
+  columnContext: ColumnContext;
+  flashSymbols: Map<string, QuoteFlashDirection>;
+}) {
+  return (
+    <TickerListTable
+      columns={columns}
+      tickers={sortedTickers}
+      cursorSymbol={cursorSymbol}
+      hoveredIdx={hoveredIdx}
+      setHoveredIdx={setHoveredIdx}
+      setCursorSymbol={setCursorSymbol}
+      resolveCell={(column, ticker, financials) => getColumnValue(column, ticker, financials, columnContext)}
+      financialsMap={financialsMap}
+      headerScrollRef={headerScrollRef}
+      scrollRef={scrollRef}
+      syncHeaderScroll={syncHeaderScroll}
+      onBodyScrollActivity={onBodyScrollActivity}
+      flashSymbols={flashSymbols}
+      sortColumnId={sortColumnId}
+      sortDirection={sortDirection}
+      onHeaderClick={onHeaderClick}
+    />
+  );
+}

package/src/plugins/builtin/portfolio-list.test.ts

@@ -0,0 +1,74 @@
+import { describe, expect, test } from "bun:test";
+import type { BrokerAccount } from "../../types/trading";
+import type { PortfolioSummaryTotals } from "./portfolio-list/metrics";
+import { buildPortfolioSummarySegments } from "./portfolio-list/summary";
+import { shouldToggleCashMarginDrawer } from "./portfolio-list";
+
+describe("buildPortfolioSummarySegments", () => {
+  const totals: PortfolioSummaryTotals = {
+    totalMktValue: 125000,
+    dailyPnl: 5000,
+    dailyPnlPct: 4.17,
+    totalCostBasis: 100000,
+    hasPositions: true,
+    unrealizedPnl: 25000,
+    unrealizedPnlPct: 25,
+    avgWatchlistChange: 0,
+    watchlistCount: 0,
+  };
+
+  const account: BrokerAccount = {
+    accountId: "DU12345",
+    name: "DU12345",
+    netLiquidation: 125000,
+    totalCashValue: -50000,
+    settledCash: -45000,
+    availableFunds: 12000,
+    excessLiquidity: 10000,
+    buyingPower: 24000,
+  };
+
+  test("prioritizes net liquidation at narrow widths for broker portfolios", () => {
+    const segments = buildPortfolioSummarySegments({
+      totals,
+      accountState: { account, sourceLabel: "Live" },
+      widthBudget: 24,
+    });
+
+    expect(segments.map((segment) => segment.id)).toEqual(["netliq", "val"]);
+  });
+
+  test("drops low-priority broker segments before required ones", () => {
+    const segments = buildPortfolioSummarySegments({
+      totals,
+      accountState: { account, sourceLabel: "Live" },
+      widthBudget: 100,
+    });
+
+    expect(segments.map((segment) => segment.id)).toEqual([
+      "netliq",
+      "val",
+      "cash",
+      "day",
+      "pnl",
+      "settled",
+      "avail",
+    ]);
+  });
+
+  test("includes the source badge only when width permits", () => {
+    const segments = buildPortfolioSummarySegments({
+      totals,
+      accountState: { account, sourceLabel: "Live" },
+      widthBudget: 130,
+    });
+
+    expect(segments.map((segment) => segment.id)).toContain("source");
+  });
+
+  test("treats c as the cash drawer shortcut only when the drawer is available", () => {
+    expect(shouldToggleCashMarginDrawer("c", true)).toBe(true);
+    expect(shouldToggleCashMarginDrawer("c", false)).toBe(false);
+    expect(shouldToggleCashMarginDrawer("j", true)).toBe(false);
+  });
+});