gloomberb 0.10.0 → 0.10.2

package/src/cli/commands/api.ts

@@ -1,4 +1,5 @@
 import type { CliCommandDef } from "../../types/plugin";
+import { withCliServices } from "../context";
 import { parseJsonPayload, requireArg, takeOption } from "./command-utils";
 
 function splitOperationTarget(target: string): { capabilityId: string; operationId: string } {
@@ -34,9 +35,7 @@ export const apiCliCommand: CliCommandDef = {
   execute: async (rawArgs, ctx) => {
     const action = rawArgs[0] ?? "list";
     const args = rawArgs.slice(1);
-    const services = await ctx.initServices();
-
-    try {
+    await withCliServices(ctx, async (services) => {
       if (action === "list") {
         const kind = takeOption(args, "--kind");
         const manifests = services.services.pluginRegistry.capabilities
@@ -112,8 +111,6 @@ export const apiCliCommand: CliCommandDef = {
       }
 
       ctx.fail("Usage: gloomberb api list|get|invoke|subscribe");
-    } finally {
-      services.destroy();
-    }
+    });
   },
 };

package/src/cli/commands/automation.ts

@@ -10,6 +10,7 @@ import {
 } from "../../plugins/builtin/ai/providers";
 import { createRssNewsCapability } from "../../plugins/builtin/news/wire/rss/source";
 import type { CliCommandDef } from "../../types/plugin";
+import { withCliServices, withConfigData } from "../context";
 import { requireArg, takeOption } from "./command-utils";
 
 function deferredResult(command: string, code: "auth_required" | "not_implemented", message: string) {
@@ -28,8 +29,7 @@ export const brokerCliCommand: CliCommandDef = {
   help: { usage: ["broker list", "broker status", "broker add|edit|remove|connect|sync"] },
   execute: async (args, ctx) => {
     const action = args[0] ?? "list";
-    const services = await ctx.initServices();
-    try {
+    await withCliServices(ctx, async (services) => {
       if (action === "list" || action === "status") {
         const rows = services.config.brokerInstances.map((instance) => ({
           id: instance.id,
@@ -46,9 +46,7 @@ export const brokerCliCommand: CliCommandDef = {
       ctx.printResult({
         data: deferredResult("broker", "not_implemented", "Broker mutation and connection commands need shared non-UI broker service extraction before they can safely run headless."),
       });
-    } finally {
-      services.destroy();
-    }
+    });
   },
 };
 
@@ -63,8 +61,7 @@ export const ibkrCliCommand: CliCommandDef = {
     if ((action === "place" || action === "cancel") && (!profile || !account || !ctx.cliOptions.yes)) {
       ctx.fail(`ibkr ${action} requires --profile, --account, and --yes.`);
     }
-    const services = await ctx.initServices();
-    try {
+    await withCliServices(ctx, async (services) => {
       const ibkrProfiles = services.config.brokerInstances.filter((instance) => instance.brokerType === "ibkr");
       if (action === "accounts" || action === "status") {
         ctx.printResult({ data: ibkrProfiles.map((instance) => ({
@@ -86,9 +83,7 @@ export const ibkrCliCommand: CliCommandDef = {
           confirmed: ctx.cliOptions.yes,
         },
       });
-    } finally {
-      services.destroy();
-    }
+    });
   },
 };
 
@@ -161,8 +156,7 @@ export function createAiCliCommand(options: CreateAiCliCommandOptions = {}): Cli
         ctx.fail("Usage: gloomberb ai ask [--provider id] [--model id] <prompt>");
       }
 
-      const context = await ctx.initConfigData();
-      try {
+      await withConfigData(ctx, async (context) => {
         const runtime = createRuntime(context.dataDir);
         const catalog = await runtime.getCatalog();
         if (action === "providers") {
@@ -229,9 +223,7 @@ export function createAiCliCommand(options: CreateAiCliCommandOptions = {}): Cli
             text,
           },
         });
-      } finally {
-        context.persistence.close();
-      }
+      });
     },
   };
 }

package/src/cli/commands/market.ts

@@ -1,5 +1,5 @@
 import type { CliCommandDef } from "../../types/plugin";
-import type { TimeRange } from "../../components/chart/core/types";
+import type { TimeRange } from "../../time-series/range";
 import type { EarningsEvent, QuoteBatchResult, SecFilingItem } from "../../types/data-provider";
 import type { NewsArticle, NewsFeed, NewsQuery } from "../../news/types";
 import type {
@@ -12,6 +12,7 @@ import type {
 } from "../../types/financials";
 import { formatMarketPriceWithCurrency } from "../../market-data/market/format";
 import { formatCompact } from "../../utils/format";
+import { withCliServices, withMarketData } from "../context";
 import { isoDate, parsePositiveInt, requireArg, takeOption } from "./command-utils";
 
 const VALID_RANGES = new Set<TimeRange>(["1D", "1W", "1M", "3M", "6M", "1Y", "5Y", "ALL"]);
@@ -202,8 +203,7 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
   const symbols = normalizeSymbols(args);
   if (symbols.length === 0) ctx.fail("Usage: gloomberb quote <symbol...>");
 
-  const market = await ctx.initMarketData();
-  try {
+  await withMarketData(ctx, async (market) => {
     const results = await market.dataProvider.getQuotesBatch(
       symbols.map((symbol) => ({ symbol, exchange })),
       { forceRefresh: ctx.cliOptions.refresh },
@@ -214,9 +214,7 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
       error: errorMessage(result.error),
     }));
     ctx.printResult({ data }, { rows: quoteRows, columns: quoteColumns() });
-  } finally {
-    market.persistence.close();
-  }
+  });
 }
 
 async function runHistory(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
@@ -224,8 +222,7 @@ async function runHistory(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
   const range = parseRange(takeOption(args, "--range"));
   const requestedExchange = takeOption(args, "--exchange") ?? "";
   const symbol = requireArg(args[0]?.toUpperCase(), "Usage: gloomberb history <symbol> [--range 1Y]", ctx);
-  const market = await ctx.initMarketData();
-  try {
+  await withMarketData(ctx, async (market) => {
     const localTicker = requestedExchange ? null : await market.store.loadTicker(symbol);
     const exchange = requestedExchange || localTicker?.metadata.exchange || "";
     const points = await market.dataProvider.getPriceHistory(symbol, exchange, range);
@@ -240,17 +237,14 @@ async function runHistory(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
         { key: "volume", header: "Volume", align: "right" },
       ],
     });
-  } finally {
-    market.persistence.close();
-  }
+  });
 }
 
 async function runFinancials(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1], fundamentalsOnly = false) {
   const args = [...rawArgs];
   const exchange = takeOption(args, "--exchange") ?? "";
   const symbol = requireArg(args[0]?.toUpperCase(), fundamentalsOnly ? "Usage: gloomberb fundamentals <symbol>" : "Usage: gloomberb financials <symbol>", ctx);
-  const market = await ctx.initMarketData();
-  try {
+  await withMarketData(ctx, async (market) => {
     const financials = await market.dataProvider.getTickerFinancials(symbol, exchange, {
       cacheMode: ctx.cliOptions.refresh ? "refresh" : "default",
     });
@@ -285,17 +279,14 @@ async function runFinancials(rawArgs: string[], ctx: Parameters<CliCommandDef["e
         { key: "eps", header: "EPS", align: "right" },
       ],
     });
-  } finally {
-    market.persistence.close();
-  }
+  });
 }
 
 async function runNews(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
   const args = [...rawArgs];
   const feed = parseNewsFeed(takeOption(args, "--feed"));
   const ticker = args[0]?.toUpperCase();
-  const market = await ctx.initMarketData();
-  try {
+  await withMarketData(ctx, async (market) => {
     const limit = ctx.cliOptions.limit ?? 20;
     const articles = await market.dataProvider.getNews({
       feed: feed ?? (ticker ? "ticker" : "latest"),
@@ -313,9 +304,7 @@ async function runNews(rawArgs: string[], ctx: Parameters<CliCommandDef["execute
         { key: "url", header: "URL" },
       ],
     });
-  } finally {
-    market.persistence.close();
-  }
+  });
 }
 
 async function runFilings(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
@@ -323,8 +312,7 @@ async function runFilings(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
   const count = parsePositiveInt(takeOption(args, "--count"), ctx.cliOptions.limit ?? 15, "Count", ctx);
   const exchange = takeOption(args, "--exchange") ?? "";
   const symbol = requireArg(args[0]?.toUpperCase(), "Usage: gloomberb filings <symbol>", ctx);
-  const market = await ctx.initMarketData();
-  try {
+  await withMarketData(ctx, async (market) => {
     const filings = await market.dataProvider.getSecFilings(symbol, count, exchange);
     ctx.printResult({ data: filings, metadata: { symbol } }, {
       rows: filingRows,
@@ -335,17 +323,14 @@ async function runFilings(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
         { key: "url", header: "URL" },
       ],
     });
-  } finally {
-    market.persistence.close();
-  }
+  });
 }
 
 async function runHolders(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1], ownerTypes?: Set<string>) {
   const args = [...rawArgs];
   const exchange = takeOption(args, "--exchange") ?? "";
   const symbol = requireArg(args[0]?.toUpperCase(), "Usage: gloomberb holders <symbol>", ctx);
-  const market = await ctx.initMarketData();
-  try {
+  await withMarketData(ctx, async (market) => {
     const data = await market.dataProvider.getHolders(symbol, exchange);
     ctx.printResult({ data, metadata: { symbol, summary: data.summary } }, {
       rows: (holderData) => holderRows(holderData, ownerTypes),
@@ -358,17 +343,14 @@ async function runHolders(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
         { key: "percentHeld", header: "% Held", align: "right" },
       ],
     });
-  } finally {
-    market.persistence.close();
-  }
+  });
 }
 
 async function runAnalyst(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
   const args = [...rawArgs];
   const exchange = takeOption(args, "--exchange") ?? "";
   const symbol = requireArg(args[0]?.toUpperCase(), "Usage: gloomberb analyst <symbol>", ctx);
-  const market = await ctx.initMarketData();
-  try {
+  await withMarketData(ctx, async (market) => {
     const data = await market.dataProvider.getAnalystResearch(symbol, exchange);
     ctx.printResult({
       data,
@@ -388,17 +370,14 @@ async function runAnalyst(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
         { key: "target", header: "Target", align: "right" },
       ],
     });
-  } finally {
-    market.persistence.close();
-  }
+  });
 }
 
 async function runEvents(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
   const args = [...rawArgs];
   const exchange = takeOption(args, "--exchange") ?? "";
   const symbol = requireArg(args[0]?.toUpperCase(), "Usage: gloomberb events <symbol>", ctx);
-  const market = await ctx.initMarketData();
-  try {
+  await withMarketData(ctx, async (market) => {
     const data = await market.dataProvider.getCorporateActions(symbol, exchange);
     ctx.printResult({ data, metadata: { symbol } }, {
       rows: corporateActionRows,
@@ -408,9 +387,7 @@ async function runEvents(rawArgs: string[], ctx: Parameters<CliCommandDef["execu
         { key: "detail", header: "Detail" },
       ],
     });
-  } finally {
-    market.persistence.close();
-  }
+  });
 }
 
 async function runOptions(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
@@ -418,8 +395,7 @@ async function runOptions(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
   const expiration = takeOption(args, "--expiration");
   const exchange = takeOption(args, "--exchange") ?? "";
   const symbol = requireArg(args[0]?.toUpperCase(), "Usage: gloomberb options <symbol>", ctx);
-  const market = await ctx.initMarketData();
-  try {
+  await withMarketData(ctx, async (market) => {
     const chain = await market.dataProvider.getOptionsChain(
       symbol,
       exchange,
@@ -439,15 +415,12 @@ async function runOptions(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
         { key: "openInterest", header: "OI", align: "right" },
       ],
     });
-  } finally {
-    market.persistence.close();
-  }
+  });
 }
 
 async function runFx(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
   const currency = requireArg(rawArgs[0]?.toUpperCase(), "Usage: gloomberb fx <currency>", ctx);
-  const market = await ctx.initMarketData();
-  try {
+  await withMarketData(ctx, async (market) => {
     const rate = await market.dataProvider.getExchangeRate(currency);
     ctx.printResult({ data: [{ currency, baseCurrency: market.config.baseCurrency, rate }] }, {
       columns: [
@@ -456,16 +429,13 @@ async function runFx(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]
         { key: "rate", header: "Rate", align: "right" },
       ],
     });
-  } finally {
-    market.persistence.close();
-  }
+  });
 }
 
 async function runEarnings(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
   const symbols = normalizeSymbols([...rawArgs]);
   if (symbols.length === 0) ctx.fail("Usage: gloomberb earnings <symbol...>");
-  const services = await ctx.initServices();
-  try {
+  await withCliServices(ctx, async (services) => {
     const events = await services.dataProvider.getEarningsCalendar(symbols);
     ctx.printResult({ data: events }, {
       rows: earningsRows,
@@ -478,9 +448,7 @@ async function runEarnings(rawArgs: string[], ctx: Parameters<CliCommandDef["exe
         { key: "epsActual", header: "EPS", align: "right" },
       ],
     });
-  } finally {
-    services.destroy();
-  }
+  });
 }
 
 export const marketDataCliCommands: CliCommandDef[] = [
@@ -488,13 +456,10 @@ export const marketDataCliCommands: CliCommandDef[] = [
   { name: "provider-search", description: "Search provider instruments", help: { usage: ["provider-search <query>"] }, execute: async (args, ctx) => {
     const query = args.join(" ");
     if (!query) ctx.fail("Usage: gloomberb provider-search <query>");
-    const market = await ctx.initMarketData();
-    try {
+    await withMarketData(ctx, async (market) => {
       const results = await market.dataProvider.search(query);
       ctx.printResult({ data: results.slice(0, ctx.cliOptions.limit ?? results.length) });
-    } finally {
-      market.persistence.close();
-    }
+    });
   } },
   { name: "history", description: "Fetch historical prices", help: { usage: ["history <symbol> [--range 1Y]"] }, execute: runHistory },
   { name: "financials", description: "Fetch annual financial statements", help: { usage: ["financials <symbol>"] }, execute: (args, ctx) => runFinancials(args, ctx, false) },

package/src/cli/commands/overview.ts

@@ -1,5 +1,6 @@
 import { apiClient } from "../../api-client";
 import type { CliCommandDef } from "../../types/plugin";
+import { withCliServices, withConfigData } from "../context";
 import { formatCompact } from "../../utils/format";
 import { attachFearGreedPersistence, loadFearGreed, resetFearGreedPersistence } from "../../plugins/builtin/fear-greed/cache";
 import { createPluginPersistence } from "../../plugins/plugin-persistence";
@@ -43,17 +44,14 @@ async function runMoverCommand(args: string[], ctx: Parameters<CliCommandDef["ex
   const category = screenerCategory(args[0]);
   const limit = ctx.cliOptions.limit ?? 25;
   if (category === "trending") {
-    const services = await ctx.initServices();
-    try {
+    await withCliServices(ctx, async (services) => {
       const trending = await fetchTrending(limit, undefined, { forceRefresh: ctx.cliOptions.refresh });
       const results = await services.dataProvider.getQuotesBatch(
         trending.map(({ symbol }) => ({ symbol, exchange: "" })),
         { forceRefresh: ctx.cliOptions.refresh },
       );
       ctx.printResult({ data: quoteRows(results), metadata: { category } });
-    } finally {
-      services.destroy();
-    }
+    });
     return;
   }
 
@@ -71,8 +69,7 @@ async function runMoverCommand(args: string[], ctx: Parameters<CliCommandDef["ex
 }
 
 async function runQuoteBasket(symbols: string[], ctx: Parameters<CliCommandDef["execute"]>[1], metadata: Record<string, unknown>) {
-  const services = await ctx.initServices();
-  try {
+  await withCliServices(ctx, async (services) => {
     const results = await services.dataProvider.getQuotesBatch(
       symbols.map((symbol) => ({ symbol, exchange: "" })),
       { forceRefresh: ctx.cliOptions.refresh },
@@ -86,45 +83,42 @@ async function runQuoteBasket(symbols: string[], ctx: Parameters<CliCommandDef["
         { key: "marketCap", header: "Mkt Cap", align: "right", value: (row) => row.marketCap == null ? "" : formatCompact(Number(row.marketCap)) },
       ],
     });
-  } finally {
-    services.destroy();
-  }
+  });
 }
 
 async function runFearGreed(_args: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
-  const context = await ctx.initConfigData();
-  attachFearGreedPersistence(createPluginPersistence(
-    context.persistence.pluginState,
-    context.persistence.resources,
-    "plugin:fear-greed",
-    "fear-greed",
-  ));
-  try {
-    const data = await loadFearGreed(ctx.cliOptions.refresh);
-    ctx.printResult({
-      data: [{
-        score: data.overall.score,
-        rating: data.overall.rating,
-        updatedAt: data.overall.updatedAt?.toISOString() ?? "",
-        previousClose: data.overall.previousClose,
-        previousWeek: data.overall.previousWeek,
-        previousMonth: data.overall.previousMonth,
-        previousYear: data.overall.previousYear,
-      }],
-      metadata: { indicators: data.indicators.map((indicator) => ({ id: indicator.definition.id, score: indicator.score, rating: indicator.rating })) },
-    });
-  } finally {
-    resetFearGreedPersistence();
-    context.persistence.close();
-  }
+  await withConfigData(ctx, async (context) => {
+    attachFearGreedPersistence(createPluginPersistence(
+      context.persistence.pluginState,
+      context.persistence.resources,
+      "plugin:fear-greed",
+      "fear-greed",
+    ));
+    try {
+      const data = await loadFearGreed(ctx.cliOptions.refresh);
+      ctx.printResult({
+        data: [{
+          score: data.overall.score,
+          rating: data.overall.rating,
+          updatedAt: data.overall.updatedAt?.toISOString() ?? "",
+          previousClose: data.overall.previousClose,
+          previousWeek: data.overall.previousWeek,
+          previousMonth: data.overall.previousMonth,
+          previousYear: data.overall.previousYear,
+        }],
+        metadata: { indicators: data.indicators.map((indicator) => ({ id: indicator.definition.id, score: indicator.score, rating: indicator.rating })) },
+      });
+    } finally {
+      resetFearGreedPersistence();
+    }
+  });
 }
 
 async function runEcon(args: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
   const rawArgs = [...args];
   const country = (takeOption(rawArgs, "--country") ?? "all") as CountryFilter;
   const impact = (takeOption(rawArgs, "--impact") ?? "all") as ImpactFilter;
-  const services = await ctx.initServices();
-  try {
+  await withCliServices(ctx, async (services) => {
     const events = await loadCalendar(ctx.cliOptions.refresh);
     const rows = events
       .filter((event) => matchesCountry(event, country) && matchesImpact(event, impact))
@@ -152,9 +146,7 @@ async function runEcon(args: string[], ctx: Parameters<CliCommandDef["execute"]>
         { key: "prior", header: "Prior" },
       ],
     });
-  } finally {
-    services.destroy();
-  }
+  });
 }
 
 async function runFred(args: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
@@ -185,8 +177,7 @@ async function runYieldCurve(args: string[], ctx: Parameters<CliCommandDef["exec
 async function runCorrelation(args: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
   const left = requireArg(args[0]?.toUpperCase(), "Usage: gloomberb correlation <symbol-a> <symbol-b>", ctx);
   const right = requireArg(args[1]?.toUpperCase(), "Usage: gloomberb correlation <symbol-a> <symbol-b>", ctx);
-  const services = await ctx.initServices();
-  try {
+  await withCliServices(ctx, async (services) => {
     const [leftHistory, rightHistory] = await Promise.all([
       services.dataProvider.getPriceHistory(left, "", "1Y"),
       services.dataProvider.getPriceHistory(right, "", "1Y"),
@@ -204,9 +195,7 @@ async function runCorrelation(args: string[], ctx: Parameters<CliCommandDef["exe
       ? numerator / Math.sqrt(leftVariance * rightVariance)
       : null;
     ctx.printResult({ data: [{ left, right, samples: pairs.length, correlation }] });
-  } finally {
-    services.destroy();
-  }
+  });
 }
 
 export const overviewCliCommands: CliCommandDef[] = [

package/src/cli/commands/search.ts

@@ -9,7 +9,7 @@ import {
   searchTickerCandidates,
   type TickerSearchCandidate,
 } from "../../tickers/search";
-import { initMarketData } from "../context";
+import { initMarketData, withMarketData } from "../context";
 import { fail } from "../errors";
 import type { MarketContext } from "../types";
 import type { CliCommandContext } from "../../types/plugin";
@@ -135,33 +135,31 @@ export async function search(query: string, dependencies: SearchCommandDependenc
     failCommand("Usage: gloomberb search <query>");
   }
 
-  const { store, dataProvider, persistence } = await initMarketDataFn();
-  const tickers = await store.loadAllTickers();
-  const candidates = await searchCandidatesForCli({
-    query: trimmedQuery,
-    tickers,
-    dataProvider,
-  });
-
-  if (dependencies.printResult) {
-    dependencies.printResult({ data: searchCandidateRows(candidates), metadata: { query: trimmedQuery } }, {
-      columns: [
-        { key: "category", header: "Category" },
-        { key: "symbol", header: "Symbol" },
-        { key: "name", header: "Name" },
-        { key: "exchange", header: "Exchange" },
-        { key: "type", header: "Type" },
-        { key: "source", header: "Source" },
-      ],
+  await withMarketData(initMarketDataFn, async ({ store, dataProvider }) => {
+    const tickers = await store.loadAllTickers();
+    const candidates = await searchCandidatesForCli({
+      query: trimmedQuery,
+      tickers,
+      dataProvider,
     });
-    persistence.close();
-    return;
-  }
 
-  console.log(buildSearchReport({
-    query: trimmedQuery,
-    candidates,
-  }));
+    if (dependencies.printResult) {
+      dependencies.printResult({ data: searchCandidateRows(candidates), metadata: { query: trimmedQuery } }, {
+        columns: [
+          { key: "category", header: "Category" },
+          { key: "symbol", header: "Symbol" },
+          { key: "name", header: "Name" },
+          { key: "exchange", header: "Exchange" },
+          { key: "type", header: "Type" },
+          { key: "source", header: "Source" },
+        ],
+      });
+      return;
+    }
 
-  persistence.close();
+    console.log(buildSearchReport({
+      query: trimmedQuery,
+      candidates,
+    }));
+  });
 }