gloomberb 0.11.2 → 0.12.0

package/src/plugins/ibkr/trade/tab/model.ts

@@ -1,159 +0,0 @@
-import type { BrokerContractRef } from "../../../../types/instrument";
-import type { TickerRecord } from "../../../../types/ticker";
-import type { IbkrSnapshot } from "../../gateway/types";
-import { normalizeContract, type TradeTicketState } from "../../trading/state";
-import {
-  formatContractLabel,
-  truncateTradeText,
-  type TradeTone,
-} from "../utils";
-
-export interface TradeTabLayout {
-  wideLayout: boolean;
-  previewPanelWidth: number | undefined;
-  ticketPanelWidth: number;
-  fieldsPerRow: number;
-  fieldWidth: number;
-  coreFieldWidth: number;
-  orderFieldWidth: number;
-  fieldTextWidth: number;
-  previewTextWidth: number;
-  previewMetricWidth: number;
-}
-
-export interface TradeContractDisplay {
-  activeContract: BrokerContractRef;
-  hasContract: boolean;
-  contractValue: string;
-  contractMeta: string;
-}
-
-export function resolveTradeTabLayout(width: number): TradeTabLayout {
-  const wideLayout = width >= 112;
-  const previewPanelWidth = wideLayout ? Math.min(38, Math.max(30, Math.floor(width * 0.28))) : undefined;
-  const ticketPanelWidth = wideLayout ? Math.max(52, width - (previewPanelWidth ?? 0) - 5) : Math.max(34, width - 4);
-  const fieldsPerRow = ticketPanelWidth >= 96 ? 4 : ticketPanelWidth >= 70 ? 3 : 2;
-  const fieldWidth = Math.max(16, Math.floor((ticketPanelWidth - fieldsPerRow) / fieldsPerRow));
-  const coreFieldWidth = ticketPanelWidth >= 76
-    ? Math.max(16, Math.floor((ticketPanelWidth - 4) / 3))
-    : fieldWidth;
-  const orderFieldWidth = ticketPanelWidth >= 76
-    ? Math.max(16, Math.floor((ticketPanelWidth - 5) / 4))
-    : fieldWidth;
-  const fieldTextWidth = Math.max(8, fieldWidth - 3);
-  const previewTextWidth = Math.max(18, (previewPanelWidth ?? Math.max(34, width - 6)) - 4);
-  const previewMetricWidth = Math.max(14, Math.floor(((previewPanelWidth ?? Math.max(34, width - 6)) - 6) / 2));
-
-  return {
-    wideLayout,
-    previewPanelWidth,
-    ticketPanelWidth,
-    fieldsPerRow,
-    fieldWidth,
-    coreFieldWidth,
-    orderFieldWidth,
-    fieldTextWidth,
-    previewTextWidth,
-    previewMetricWidth,
-  };
-}
-
-export function resolveTradeContractDisplay({
-  ticketState,
-  ticker,
-  fieldTextWidth,
-  fieldsPerRow,
-}: {
-  ticketState: TradeTicketState;
-  ticker: TickerRecord | null;
-  fieldTextWidth: number;
-  fieldsPerRow: number;
-}): TradeContractDisplay {
-  const activeContract = ticketState.draft.contract.symbol
-    ? ticketState.draft.contract
-    : ticker ? normalizeContract(ticker) : ticketState.draft.contract;
-  return {
-    activeContract,
-    hasContract: Boolean(activeContract.symbol),
-    contractValue: truncateTradeText(formatContractLabel(activeContract), fieldTextWidth),
-    contractMeta: truncateTradeText(
-      ticketState.contractName || ticker?.metadata.name || "Using current ticker",
-      Math.max(fieldTextWidth * Math.max(2, fieldsPerRow), 18),
-    ),
-  };
-}
-
-export function resolveTradeConnectionTone(gatewaySnapshot: IbkrSnapshot): TradeTone {
-  switch (gatewaySnapshot.status.state) {
-    case "connected": return "positive";
-    case "error": return "negative";
-    default: return "neutral";
-  }
-}
-
-export function resolveTradeStatus({
-  ticketState,
-  gatewaySnapshot,
-}: {
-  ticketState: TradeTicketState;
-  gatewaySnapshot: IbkrSnapshot;
-}): { statusTone: TradeTone; statusText: string } {
-  const statusTone: TradeTone = ticketState.lastError
-    ? "negative"
-    : ticketState.isSuccess
-      ? "positive"
-      : "accent";
-  const statusText = ticketState.busy
-    ? "Working…"
-    : ticketState.lastError
-      || ticketState.lastInfo
-      || gatewaySnapshot.status.message
-      || gatewaySnapshot.lastError
-      || "Choose a workflow step or field, then preview before submit.";
-  return { statusTone, statusText };
-}
-
-export function resolveTradePreviewDisplay(ticketState: TradeTicketState): {
-  previewTone: TradeTone;
-  previewHeading: string;
-} {
-  if (!ticketState.preview) {
-    return { previewTone: "neutral", previewHeading: "Preview required" };
-  }
-  if (ticketState.preview.warningText) {
-    return { previewTone: "negative", previewHeading: "Preview warning" };
-  }
-  return { previewTone: "positive", previewHeading: "Preview ready" };
-}
-
-export function resolveTradeNextStep({
-  hasProfile,
-  hasContract,
-  hasAccount,
-  hasPreview,
-  editingOrderId,
-}: {
-  hasProfile: boolean;
-  hasContract: boolean;
-  hasAccount: boolean;
-  hasPreview: boolean;
-  editingOrderId?: number;
-}): { nextStep: string; workflowTone: TradeTone } {
-  const nextStep = !hasProfile
-    ? "Choose profile"
-    : !hasContract
-      ? "Confirm ticker"
-      : !hasAccount
-        ? "Choose account"
-        : !hasPreview
-          ? "Run preview"
-          : editingOrderId
-            ? "Submit change"
-            : "Submit order";
-  const workflowTone: TradeTone = hasPreview
-    ? "positive"
-    : hasProfile && hasContract && hasAccount
-      ? "accent"
-      : "neutral";
-  return { nextStep, workflowTone };
-}

package/src/plugins/ibkr/trade/tab/order-request.ts

@@ -1,64 +0,0 @@
-import type { BrokerInstanceConfig } from "../../../../types/config";
-import type { TickerRecord } from "../../../../types/ticker";
-import type { BrokerOrderRequest } from "../../../../types/trading";
-import { isGatewayConfigured, type IbkrConfig } from "../../config";
-import { setTradeTicketMessage, type TradeTicketState } from "../../trading/state";
-import { isLimitOrder, isStopOrder } from "../utils";
-
-export function buildTradeOrderRequest({
-  currentAccountId,
-  gatewayRequiredMessage,
-  isGatewayMode,
-  normalizedConfig,
-  selectedInstance,
-  symbol,
-  ticketState,
-  ticker,
-}: {
-  currentAccountId?: string;
-  gatewayRequiredMessage: string;
-  isGatewayMode: boolean;
-  normalizedConfig: IbkrConfig | null;
-  selectedInstance?: BrokerInstanceConfig;
-  symbol: string | null;
-  ticketState: TradeTicketState;
-  ticker: TickerRecord | null;
-}): BrokerOrderRequest | null {
-  if (!symbol || !ticker) return null;
-  if (!selectedInstance || !normalizedConfig || !isGatewayMode || !isGatewayConfigured(selectedInstance.config)) {
-    setTradeTicketMessage(symbol, undefined, gatewayRequiredMessage, ticker);
-    return null;
-  }
-  if (!ticketState.draft.contract.symbol) {
-    setTradeTicketMessage(symbol, undefined, "Choose a contract before previewing an order.", ticker);
-    return null;
-  }
-  if (!currentAccountId) {
-    setTradeTicketMessage(symbol, undefined, "Select an IBKR account before trading.", ticker);
-    return null;
-  }
-
-  const request: BrokerOrderRequest = {
-    ...ticketState.draft,
-    brokerInstanceId: selectedInstance.id,
-    accountId: currentAccountId,
-    contract: {
-      ...ticketState.draft.contract,
-      brokerId: "ibkr",
-      brokerInstanceId: ticketState.draft.contract.brokerInstanceId ?? selectedInstance.id,
-    },
-  };
-  if (request.quantity <= 0) {
-    setTradeTicketMessage(symbol, undefined, "Quantity must be greater than zero.", ticker);
-    return null;
-  }
-  if (isLimitOrder(request.orderType) && request.limitPrice == null) {
-    setTradeTicketMessage(symbol, undefined, "Limit orders require a limit price.", ticker);
-    return null;
-  }
-  if (isStopOrder(request.orderType) && request.stopPrice == null) {
-    setTradeTicketMessage(symbol, undefined, "Stop orders require a stop price.", ticker);
-    return null;
-  }
-  return request;
-}

package/src/plugins/ibkr/trade/tab/shortcuts.ts

@@ -1,89 +0,0 @@
-import { useShortcut } from "../../../../react/input";
-import type { TickerRecord } from "../../../../types/ticker";
-import type { TradeTicketState } from "../../trading/state";
-import type { TradeTabActions } from "./actions";
-
-export function useTradeTabShortcuts({
-  actions,
-  enterInteractive,
-  exitInteractive,
-  focused,
-  interactive,
-  showLimit,
-  showStop,
-  symbol,
-  ticketState,
-  ticker,
-}: {
-  actions: TradeTabActions;
-  enterInteractive: () => void;
-  exitInteractive: () => void;
-  focused: boolean;
-  interactive: boolean;
-  showLimit: boolean;
-  showStop: boolean;
-  symbol: string | null;
-  ticketState: TradeTicketState;
-  ticker: TickerRecord | null;
-}) {
-  useShortcut((event) => {
-    if (!focused || !symbol || !ticker) return;
-
-    const isEnter = event.name === "enter" || event.name === "return";
-    if (event.name === "escape" && interactive) {
-      event.stopPropagation?.();
-      exitInteractive();
-      return;
-    }
-    if (isEnter && !interactive) {
-      event.stopPropagation?.();
-      enterInteractive();
-      return;
-    }
-    if (!interactive) return;
-    event.stopPropagation?.();
-
-    if (ticketState.busy) return;
-
-    switch (event.name) {
-      case "r":
-        actions.refresh().catch(() => {});
-        break;
-      case "i":
-        actions.chooseBrokerInstance().catch(() => {});
-        break;
-      case "s":
-      case "/":
-        actions.chooseInstrument().catch(() => {});
-        break;
-      case "a":
-        actions.chooseAccount().catch(() => {});
-        break;
-      case "b":
-        actions.buyOrder();
-        break;
-      case "v":
-        actions.sellOrder();
-        break;
-      case "q":
-        actions.editQuantity().catch(() => {});
-        break;
-      case "t":
-        actions.editOrderType().catch(() => {});
-        break;
-      case "l":
-        if (showLimit) actions.editLimitPrice().catch(() => {});
-        break;
-      case "x":
-        if (showStop) actions.editStopPrice().catch(() => {});
-        break;
-      case "p":
-        actions.previewOrder().catch(() => {});
-        break;
-      case "return":
-      case "enter":
-        actions.submitOrder().catch(() => {});
-        break;
-    }
-  });
-}

package/src/plugins/ibkr/trade/tab/state-sync.ts

@@ -1,86 +0,0 @@
-import { useEffect } from "react";
-import type { AppConfig, BrokerInstanceConfig } from "../../../../types/config";
-import type { BrokerAccount } from "../../../../types/trading";
-import type { TickerRecord } from "../../../../types/ticker";
-import {
-  setTradeTicketDraft,
-  updateTradeTicketState,
-  type TradeTicketState,
-} from "../../trading/state";
-import { inferDraftAccountId } from "../utils";
-
-export function useTradeTicketSync({
-  availableAccounts,
-  collectionId,
-  config,
-  isGatewayMode,
-  lockedAccountId,
-  selectedInstance,
-  symbol,
-  ticketState,
-  ticker,
-  tradeStateAccountId,
-}: {
-  availableAccounts: BrokerAccount[];
-  collectionId: string | null | undefined;
-  config: AppConfig;
-  isGatewayMode: boolean;
-  lockedAccountId?: string;
-  selectedInstance?: BrokerInstanceConfig;
-  symbol: string | null;
-  ticketState: TradeTicketState;
-  ticker: TickerRecord | null;
-  tradeStateAccountId?: string;
-}) {
-  useEffect(() => {
-    if (!symbol || !ticker || !selectedInstance) return;
-    if (
-      ticketState.brokerInstanceId !== selectedInstance.id
-      || ticketState.brokerLabel !== selectedInstance.label
-      || (lockedAccountId && ticketState.draft.accountId !== lockedAccountId)
-    ) {
-      updateTradeTicketState(symbol, ticker, (current) => ({
-        ...current,
-        brokerInstanceId: selectedInstance.id,
-        brokerLabel: selectedInstance.label,
-        draft: {
-          ...current.draft,
-          brokerInstanceId: selectedInstance.id,
-          accountId: lockedAccountId ?? current.draft.accountId,
-        },
-      }));
-    }
-  }, [
-    lockedAccountId,
-    selectedInstance,
-    symbol,
-    ticketState.brokerInstanceId,
-    ticketState.brokerLabel,
-    ticketState.draft.accountId,
-    ticker,
-  ]);
-
-  useEffect(() => {
-    if (!symbol || !ticker || !isGatewayMode || availableAccounts.length === 0 || ticketState.draft.accountId || !selectedInstance) return;
-    const inferred = inferDraftAccountId(
-      config,
-      collectionId ?? null,
-      availableAccounts,
-      selectedInstance.id,
-      tradeStateAccountId,
-    );
-    if (inferred) {
-      setTradeTicketDraft(symbol, { brokerInstanceId: selectedInstance.id, accountId: inferred }, ticker);
-    }
-  }, [
-    availableAccounts,
-    collectionId,
-    config,
-    isGatewayMode,
-    selectedInstance,
-    symbol,
-    ticketState.draft.accountId,
-    ticker,
-    tradeStateAccountId,
-  ]);
-}

package/src/plugins/ibkr/trade/ticket-panel.tsx

@@ -1,301 +0,0 @@
-import type { Dispatch, SetStateAction } from "react";
-import { Box, Text } from "../../../ui";
-import { TextAttributes } from "../../../ui";
-import { colors } from "../../../theme/colors";
-import type { BrokerContractRef } from "../../../types/instrument";
-import type { TickerRecord } from "../../../types/ticker";
-import { formatMarketPrice, formatMarketQuantity } from "../../../market-data/market/format";
-import type { TradeTicketState } from "../trading/state";
-import { truncateTradeText as truncateText } from "./utils";
-
-function TradeFieldPill({
-  id,
-  label,
-  value,
-  fieldWidth,
-  fieldHoverBg,
-  hoveredField,
-  setHoveredField,
-  valueColor,
-  valueAttributes = 0,
-  disabled = false,
-  active = false,
-  widthOverride,
-  onEnterInteractive,
-  onPress,
-}: {
-  id: string;
-  label: string;
-  value: string;
-  fieldWidth: number;
-  fieldHoverBg: string;
-  hoveredField: string | null;
-  setHoveredField: Dispatch<SetStateAction<string | null>>;
-  valueColor?: string;
-  valueAttributes?: number;
-  disabled?: boolean;
-  active?: boolean;
-  widthOverride?: number;
-  onEnterInteractive: () => void;
-  onPress?: () => void;
-}) {
-  const itemWidth = widthOverride ?? fieldWidth;
-  const valueWidth = Math.max(4, itemWidth - label.length - 3);
-  const hovered = hoveredField === id;
-  const backgroundColor = disabled
-    ? colors.panel
-    : active
-      ? colors.selected
-      : hovered
-        ? fieldHoverBg
-        : colors.panel;
-  const labelColor = disabled
-    ? colors.textMuted
-    : active
-      ? colors.selectedText
-      : hovered
-        ? colors.textBright
-        : colors.textDim;
-  const resolvedValueColor = active
-    ? colors.selectedText
-    : hovered
-      ? colors.textBright
-      : valueColor ?? (disabled ? colors.textMuted : colors.text);
-
-  return (
-    <Box
-      key={id}
-      width={itemWidth}
-      minWidth={16}
-      height={1}
-      flexDirection="row"
-      backgroundColor={backgroundColor}
-      paddingX={1}
-      marginRight={1}
-      onMouseOver={() => {
-        if (!disabled) setHoveredField((current) => (current === id ? current : id));
-      }}
-      onMouseDown={disabled ? undefined : () => {
-        onEnterInteractive();
-        onPress?.();
-      }}
-    >
-      <Text fg={labelColor}>{label}</Text>
-      <Text fg={resolvedValueColor} attributes={valueAttributes}>
-        {` ${truncateText(value, valueWidth)}`}
-      </Text>
-    </Box>
-  );
-}
-
-export function TradeTicketPanel({
-  interactive,
-  panelWidth,
-  ticketPanelWidth,
-  coreFieldWidth,
-  orderFieldWidth,
-  fieldWidth,
-  fieldTextWidth,
-  fieldHoverBg,
-  hoveredField,
-  setHoveredField,
-  ticketHint,
-  profileLabel,
-  hasProfile,
-  contractValue,
-  hasContract,
-  currentAccountId,
-  hasAccount,
-  ticketState,
-  ticker,
-  activeContract,
-  showLimit,
-  showStop,
-  contractMeta,
-  onEnterInteractive,
-  onChooseBrokerInstance,
-  onChooseInstrument,
-  onChooseAccount,
-  onToggleSide,
-  onEditOrderType,
-  onEditQuantity,
-  onEditLimitPrice,
-  onEditStopPrice,
-}: {
-  interactive: boolean;
-  panelWidth?: number;
-  ticketPanelWidth: number;
-  coreFieldWidth: number;
-  orderFieldWidth: number;
-  fieldWidth: number;
-  fieldTextWidth: number;
-  fieldHoverBg: string;
-  hoveredField: string | null;
-  setHoveredField: Dispatch<SetStateAction<string | null>>;
-  ticketHint: string;
-  profileLabel?: string;
-  hasProfile: boolean;
-  contractValue: string;
-  hasContract: boolean;
-  currentAccountId?: string;
-  hasAccount: boolean;
-  ticketState: TradeTicketState;
-  ticker: TickerRecord;
-  activeContract: BrokerContractRef;
-  showLimit: boolean;
-  showStop: boolean;
-  contractMeta: string;
-  onEnterInteractive: () => void;
-  onChooseBrokerInstance: () => void;
-  onChooseInstrument: () => void;
-  onChooseAccount: () => void;
-  onToggleSide: () => void;
-  onEditOrderType: () => void;
-  onEditQuantity: () => void;
-  onEditLimitPrice: () => void;
-  onEditStopPrice: () => void;
-}) {
-  const fieldProps = {
-    fieldWidth,
-    fieldHoverBg,
-    hoveredField,
-    setHoveredField,
-    onEnterInteractive,
-  };
-
-  return (
-    <Box
-      flexDirection="column"
-      flexGrow={1}
-      width={panelWidth}
-      border
-      borderStyle="rounded"
-      borderColor={interactive ? colors.borderFocused : colors.border}
-      paddingX={1}
-    >
-      <Box height={1} flexDirection="row">
-        <Text fg={colors.textBright} attributes={TextAttributes.BOLD}>Ticket</Text>
-        <Box flexGrow={1} />
-        <Text fg={interactive ? colors.positive : colors.textMuted}>
-          {interactive ? "Captured" : "Ready"}
-        </Text>
-      </Box>
-      <Text fg={colors.textMuted}>{truncateText(ticketHint, Math.max(ticketPanelWidth - 4, 24))}</Text>
-      <Box height={1} />
-
-      <Box flexDirection="row" flexWrap="wrap">
-        <TradeFieldPill
-          {...fieldProps}
-          id="profile"
-          label="Profile"
-          value={profileLabel ?? "Choose profile"}
-          active={hasProfile}
-          widthOverride={coreFieldWidth}
-          onPress={onChooseBrokerInstance}
-        />
-        <TradeFieldPill
-          {...fieldProps}
-          id="contract"
-          label="Ticker"
-          value={contractValue}
-          active={hasContract}
-          widthOverride={coreFieldWidth}
-          onPress={onChooseInstrument}
-        />
-        <TradeFieldPill
-          {...fieldProps}
-          id="account"
-          label="Account"
-          value={currentAccountId || "Select account"}
-          active={hasAccount}
-          widthOverride={coreFieldWidth}
-          onPress={onChooseAccount}
-        />
-      </Box>
-      <Box height={1} />
-      <Box flexDirection="row" flexWrap="wrap">
-        <TradeFieldPill
-          {...fieldProps}
-          id="action"
-          label="Side"
-          value={ticketState.draft.action}
-          valueColor={ticketState.draft.action === "BUY" ? colors.positive : colors.negative}
-          valueAttributes={TextAttributes.BOLD}
-          widthOverride={orderFieldWidth}
-          onPress={onToggleSide}
-        />
-        <TradeFieldPill
-          {...fieldProps}
-          id="orderType"
-          label="Type"
-          value={ticketState.draft.orderType}
-          widthOverride={orderFieldWidth}
-          onPress={onEditOrderType}
-        />
-        <TradeFieldPill
-          {...fieldProps}
-          id="quantity"
-          label="Qty"
-          value={formatMarketQuantity(ticketState.draft.quantity, {
-            assetCategory: ticker.metadata.assetCategory,
-            contractSecType: activeContract.secType,
-            maxWidth: fieldTextWidth,
-          })}
-          widthOverride={orderFieldWidth}
-          onPress={onEditQuantity}
-        />
-        {showLimit && (
-          <TradeFieldPill
-            {...fieldProps}
-            id="limitPrice"
-            label="Limit"
-            value={ticketState.draft.limitPrice != null
-              ? formatMarketPrice(ticketState.draft.limitPrice, {
-                assetCategory: ticker.metadata.assetCategory,
-                contractSecType: activeContract.secType,
-                maxWidth: fieldTextWidth,
-              })
-              : "—"}
-            widthOverride={orderFieldWidth}
-            onPress={onEditLimitPrice}
-          />
-        )}
-        {showStop && (
-          <TradeFieldPill
-            {...fieldProps}
-            id="stopPrice"
-            label="Stop"
-            value={ticketState.draft.stopPrice != null
-              ? formatMarketPrice(ticketState.draft.stopPrice, {
-                assetCategory: ticker.metadata.assetCategory,
-                contractSecType: activeContract.secType,
-                maxWidth: fieldTextWidth,
-              })
-              : "—"}
-            widthOverride={orderFieldWidth}
-            onPress={onEditStopPrice}
-          />
-        )}
-        <TradeFieldPill
-          {...fieldProps}
-          id="tif"
-          label="TIF"
-          value={ticketState.draft.tif || "DAY"}
-          widthOverride={orderFieldWidth}
-        />
-        {ticketState.editingOrderId && (
-          <TradeFieldPill
-            {...fieldProps}
-            id="editing"
-            label="Mode"
-            value={`Edit #${ticketState.editingOrderId}`}
-            valueColor={colors.textBright}
-            widthOverride={orderFieldWidth}
-          />
-        )}
-      </Box>
-      <Box height={1} />
-      <Text fg={colors.textMuted}>{contractMeta}</Text>
-    </Box>
-  );
-}