gloomberb 0.11.3 → 0.12.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (489) hide show
  1. package/README.md +6 -4
  2. package/README.zh-CN.md +4 -2
  3. package/package.json +28 -1
  4. package/src/api-client/auth.ts +10 -0
  5. package/src/api-client/data.ts +103 -1
  6. package/src/api-client/index.test.ts +127 -0
  7. package/src/api-client/index.ts +129 -1
  8. package/src/api-client/normalizers.ts +39 -0
  9. package/src/api-client/paths.ts +85 -1
  10. package/src/api-client/types.ts +196 -0
  11. package/src/app/pane-runtime/index.tsx +15 -12
  12. package/src/app/pane-runtime/layout-placement.test.ts +27 -0
  13. package/src/app/pane-runtime/layout-placement.ts +13 -0
  14. package/src/app/pane-runtime/plugin-bindings.ts +62 -0
  15. package/src/app.tsx +60 -18
  16. package/src/architecture/browser-entry-graph.test.ts +96 -0
  17. package/src/brokers/profile-form.test.ts +25 -27
  18. package/src/brokers/test-broker.ts +68 -0
  19. package/src/cli/commands/plugins.ts +39 -11
  20. package/src/cli/desktop-pane-shot.ts +285 -16
  21. package/src/cli/index.ts +1 -1
  22. package/src/cli/pane-functions/capabilities.ts +58 -28
  23. package/src/cli/pane-functions/catalog.ts +16 -4
  24. package/src/cli/pane-functions/discovery.ts +1 -0
  25. package/src/cli/pane-functions/headless.test.ts +247 -0
  26. package/src/cli/pane-functions/headless.ts +423 -0
  27. package/src/cli/pane-functions/index.test.ts +9 -0
  28. package/src/cli/pane-functions/index.ts +6 -2
  29. package/src/cli/pane-functions/options.ts +27 -2
  30. package/src/cli/pane-functions/report.ts +4 -0
  31. package/src/cli/pane-functions/resolver.ts +26 -8
  32. package/src/cli/pane-functions/screenshot.test.ts +76 -0
  33. package/src/cli/pane-functions/screenshot.ts +236 -20
  34. package/src/cli/restore-plugins.ts +34 -0
  35. package/src/components/chart/{static/chart → composite}/axis-overlays.test.tsx +3 -3
  36. package/src/components/chart/{static/chart → composite}/axis-overlays.tsx +6 -11
  37. package/src/components/chart/{static/chart → composite}/bitmap.ts +17 -3
  38. package/src/components/chart/composite/composite-chart.test.tsx +68 -20
  39. package/src/components/chart/composite/composite-chart.tsx +301 -204
  40. package/src/components/chart/composite/format.ts +8 -2
  41. package/src/components/chart/composite/interactions.test.ts +68 -102
  42. package/src/components/chart/composite/interactions.ts +214 -264
  43. package/src/components/chart/composite/price-axis-labels.test.ts +21 -0
  44. package/src/components/chart/{price-axis-labels.tsx → composite/price-axis-labels.tsx} +9 -4
  45. package/src/components/chart/composite/scene.ts +57 -3
  46. package/src/components/chart/composite/text-renderer.ts +3 -2
  47. package/src/components/chart/composite/time-scale.ts +138 -57
  48. package/src/components/chart/composite/types.ts +25 -1
  49. package/src/components/chart/core/data.ts +9 -13
  50. package/src/components/chart/core/date-window.ts +7 -1
  51. package/src/components/chart/core/pointer.ts +3 -0
  52. package/src/components/chart/core/types.ts +0 -45
  53. package/src/components/chart/native/chart-rasterizer.ts +0 -1
  54. package/src/components/chart/native/kitty/index.test.ts +0 -188
  55. package/src/components/chart/native/raster/crosshair.ts +6 -5
  56. package/src/components/chart/native/raster/primitives.ts +0 -23
  57. package/src/components/chart/native/renderer-selection.ts +81 -31
  58. package/src/components/chart/static/{chart/surface.test.tsx → chart-surface.test.tsx} +28 -80
  59. package/src/components/chart/static/chart-surface.tsx +150 -0
  60. package/src/components/chart/static/index.ts +8 -0
  61. package/src/components/chart/static/multi-line-chart-surface.tsx +51 -166
  62. package/src/components/chart/static/scatter-chart-surface.test.ts +30 -0
  63. package/src/components/chart/static/scatter-chart-surface.tsx +135 -34
  64. package/src/components/chart/static/series.ts +49 -0
  65. package/src/components/command-bar/action-runtime.ts +1 -3
  66. package/src/components/command-bar/assist/model.test.ts +17 -2
  67. package/src/components/command-bar/assist/model.ts +40 -9
  68. package/src/components/command-bar/commands/direct/index.ts +1 -1
  69. package/src/components/command-bar/commands/direct/runtime.ts +1 -1
  70. package/src/components/command-bar/commands/registry.ts +0 -11
  71. package/src/components/command-bar/helpers.test.ts +2 -2
  72. package/src/components/command-bar/helpers.ts +2 -6
  73. package/src/components/command-bar/keyboard-shortcuts.ts +0 -11
  74. package/src/components/command-bar/list/badge.test.ts +54 -0
  75. package/src/components/command-bar/list/badge.ts +62 -0
  76. package/src/components/command-bar/list/model.test.ts +103 -0
  77. package/src/components/command-bar/list/model.ts +61 -4
  78. package/src/components/command-bar/list/view.test.tsx +113 -0
  79. package/src/components/command-bar/list/view.tsx +147 -131
  80. package/src/components/command-bar/pane-templates/workflow.ts +1 -1
  81. package/src/components/command-bar/panel/body.tsx +51 -65
  82. package/src/components/command-bar/panel/index.tsx +48 -13
  83. package/src/components/command-bar/panel/layout.test.ts +139 -0
  84. package/src/components/command-bar/panel/layout.ts +65 -28
  85. package/src/components/command-bar/panel/native-surface.ts +24 -0
  86. package/src/components/command-bar/panel/prompt-binding.ts +54 -0
  87. package/src/components/command-bar/panel/runtime.ts +6 -3
  88. package/src/components/command-bar/panel/state.ts +41 -7
  89. package/src/components/command-bar/panel/types.ts +7 -1
  90. package/src/components/command-bar/routes/root/provider-search.ts +34 -15
  91. package/src/components/command-bar/routes/root/results.test.ts +161 -0
  92. package/src/components/command-bar/routes/root/results.ts +30 -28
  93. package/src/components/command-bar/routes/root/runtime.ts +37 -20
  94. package/src/components/command-bar/routes/root/search-providers.test.tsx +224 -0
  95. package/src/components/command-bar/routes/root/search-providers.ts +205 -0
  96. package/src/components/command-bar/routes/root/selection.ts +1 -12
  97. package/src/components/command-bar/routes/root/shortcuts.test.ts +8 -8
  98. package/src/components/command-bar/routes/ticker-search/actions.ts +10 -9
  99. package/src/components/command-bar/routes/ticker-search/results.test.ts +54 -1
  100. package/src/components/command-bar/routes/ticker-search/results.ts +60 -19
  101. package/src/components/command-bar/routes/ticker-search/route.ts +1 -0
  102. package/src/components/command-bar/routing/actions.ts +1 -81
  103. package/src/components/command-bar/routing/launch-request.ts +1 -1
  104. package/src/components/command-bar/routing/list-state.ts +6 -21
  105. package/src/components/command-bar/selection-runtime.ts +1 -1
  106. package/src/components/command-bar/surface/assist.test.tsx +14 -10
  107. package/src/components/command-bar/surface/environment.ts +8 -1
  108. package/src/components/command-bar/surface/index.test.tsx +84 -68
  109. package/src/components/command-bar/surface/index.tsx +33 -36
  110. package/src/components/command-bar/surface/test-harness.tsx +15 -3
  111. package/src/components/command-bar/theme-picker.tsx +43 -15
  112. package/src/components/command-bar/view-model.test.ts +53 -8
  113. package/src/components/command-bar/view-model.ts +43 -14
  114. package/src/components/command-bar/workflow/tickers.ts +1 -0
  115. package/src/components/command-bar/workflow/types.ts +1 -1
  116. package/src/components/data-table/view.test.tsx +45 -6
  117. package/src/components/data-table/view.tsx +55 -9
  118. package/src/components/index.ts +10 -2
  119. package/src/components/input-search-bar.test.tsx +36 -2
  120. package/src/components/input-search-bar.tsx +18 -1
  121. package/src/components/layout/header.test.tsx +57 -10
  122. package/src/components/layout/header.tsx +292 -149
  123. package/src/components/layout/market-summary.test.ts +81 -0
  124. package/src/components/layout/market-summary.ts +109 -0
  125. package/src/components/layout/shell/chrome.ts +96 -1
  126. package/src/components/layout/shell/index.tsx +11 -3
  127. package/src/components/layout/shell/menu.ts +9 -0
  128. package/src/components/layout/shell/pane/actions.ts +29 -0
  129. package/src/components/layout/shell/pane/management-shortcuts.ts +5 -0
  130. package/src/components/layout/shell/shortcuts.ts +3 -0
  131. package/src/components/layout/status-bar.test.tsx +9 -8
  132. package/src/components/layout/status-bar.tsx +85 -54
  133. package/src/components/onboarding/onboarding-frame.tsx +2 -26
  134. package/src/components/price-sparkline/index.ts +61 -34
  135. package/src/components/price-sparkline/view.tsx +1 -1
  136. package/src/components/sign-in-gate.test.tsx +128 -0
  137. package/src/components/sign-in-gate.tsx +149 -0
  138. package/src/components/speedometer-gauge/desktop.tsx +2 -12
  139. package/src/components/ticker/badge/list.tsx +17 -3
  140. package/src/components/ticker/list-table-view.tsx +6 -3
  141. package/src/components/ui/data-table/index.tsx +3 -2
  142. package/src/components/ui/data-table/opentui/index.tsx +165 -120
  143. package/src/components/ui/frame.tsx +28 -0
  144. package/src/components/ui/index.ts +3 -0
  145. package/src/components/ui/native-select.tsx +20 -10
  146. package/src/components/ui/select-button.tsx +138 -0
  147. package/src/components/ui/status.tsx +2 -2
  148. package/src/components/ui/table-layout.ts +1 -1
  149. package/src/components/use-double-click-activation.ts +7 -3
  150. package/src/core/app-services.ts +3 -3
  151. package/src/data/config/layout.ts +12 -6
  152. package/src/data/config/store/index.test.ts +97 -0
  153. package/src/data/config/store/migrations.ts +41 -0
  154. package/src/data/config/store/normalize.ts +5 -3
  155. package/src/i18n/es.ts +6 -2
  156. package/src/i18n/ja.ts +6 -2
  157. package/src/i18n/ko.ts +6 -2
  158. package/src/i18n/zh-cn.ts +6 -2
  159. package/src/i18n/zh-tw.ts +6 -2
  160. package/src/layout-marketplace/pane-imagery.ts +1 -0
  161. package/src/layout-marketplace/payload.test.ts +17 -0
  162. package/src/layout-marketplace/payload.ts +40 -5
  163. package/src/market-data/coordinator/index.ts +3 -2
  164. package/src/market-data/coordinator/quotes.ts +173 -66
  165. package/src/market-data/coordinator/subscriptions.test.ts +215 -37
  166. package/src/pane-settings.ts +1 -1
  167. package/src/plugins/builtin/analytics/pane-model.ts +1 -1
  168. package/src/plugins/builtin/analytics/view.tsx +1 -1
  169. package/src/plugins/builtin/broker-manager/index.test.tsx +3 -2
  170. package/src/plugins/builtin/broker-manager/model.test.ts +2 -2
  171. package/src/plugins/builtin/chart-composer/catalog-inventory.ts +16 -2
  172. package/src/plugins/builtin/chart-composer/pane.tsx +22 -8
  173. package/src/plugins/builtin/chat/content/composer.tsx +8 -4
  174. package/src/plugins/builtin/cloud/auth-dialog.tsx +14 -228
  175. package/src/plugins/builtin/cloud/auth-form.tsx +277 -0
  176. package/src/plugins/builtin/cloud/plugin.tsx +1 -0
  177. package/src/plugins/builtin/composite-plugins.ts +14 -1
  178. package/src/plugins/builtin/correlation/relationship/model.ts +1 -1
  179. package/src/plugins/builtin/correlation/relationship/pane.tsx +2 -6
  180. package/src/plugins/builtin/correlation/relationship/view-model.ts +2 -2
  181. package/src/plugins/builtin/credit-conditions/index.test.tsx +12 -6
  182. package/src/plugins/builtin/credit-conditions/index.tsx +2 -21
  183. package/src/plugins/builtin/dividend-yield/index.tsx +1 -0
  184. package/src/plugins/builtin/dividend-yield/pane.tsx +1 -1
  185. package/src/plugins/builtin/earnings-calls/data.ts +223 -0
  186. package/src/plugins/builtin/earnings-calls/format.ts +49 -0
  187. package/src/plugins/builtin/earnings-calls/index.tsx +69 -0
  188. package/src/plugins/builtin/earnings-calls/pane.tsx +756 -0
  189. package/src/plugins/builtin/earnings-calls/prose.test.ts +36 -0
  190. package/src/plugins/builtin/earnings-calls/prose.ts +59 -0
  191. package/src/plugins/builtin/earnings-calls/transcript-view.tsx +334 -0
  192. package/src/plugins/builtin/econ/detail-view.tsx +1 -2
  193. package/src/plugins/builtin/econ/fred-series-map.ts +16 -1
  194. package/src/plugins/builtin/econ/index.tsx +2 -1
  195. package/src/plugins/builtin/econ-statistics/cache.ts +4 -0
  196. package/src/plugins/builtin/econ-statistics/client.ts +92 -0
  197. package/src/plugins/builtin/econ-statistics/defs.ts +66 -0
  198. package/src/plugins/builtin/econ-statistics/detail.tsx +154 -0
  199. package/src/plugins/builtin/econ-statistics/headless.test.ts +54 -0
  200. package/src/plugins/builtin/econ-statistics/headless.ts +171 -0
  201. package/src/plugins/builtin/econ-statistics/index.tsx +54 -0
  202. package/src/plugins/builtin/econ-statistics/pane.tsx +356 -0
  203. package/src/plugins/builtin/econ-statistics/stats.ts +522 -0
  204. package/src/plugins/builtin/econ-statistics/transform.test.ts +86 -0
  205. package/src/plugins/builtin/econ-statistics/transform.ts +85 -0
  206. package/src/plugins/builtin/econ-statistics/trend.ts +57 -0
  207. package/src/plugins/builtin/econ-statistics/view.ts +90 -0
  208. package/src/plugins/builtin/fear-greed/charts.tsx +7 -18
  209. package/src/plugins/builtin/fear-greed/data.ts +6 -1
  210. package/src/plugins/builtin/help/index.tsx +4 -0
  211. package/src/plugins/builtin/holders/index.tsx +1 -0
  212. package/src/plugins/builtin/insider/index.tsx +1 -0
  213. package/src/plugins/builtin/kelly-sizer/pane.tsx +1 -1
  214. package/src/plugins/builtin/kelly-sizer/sections.tsx +2 -3
  215. package/src/plugins/builtin/market-valuation/align.ts +122 -0
  216. package/src/plugins/builtin/market-valuation/cache.ts +32 -0
  217. package/src/plugins/builtin/market-valuation/chart-projection.ts +217 -0
  218. package/src/plugins/builtin/market-valuation/chart-series.ts +89 -0
  219. package/src/plugins/builtin/market-valuation/client.test.ts +141 -0
  220. package/src/plugins/builtin/market-valuation/client.ts +116 -0
  221. package/src/plugins/builtin/market-valuation/defs.ts +251 -0
  222. package/src/plugins/builtin/market-valuation/detail.tsx +159 -0
  223. package/src/plugins/builtin/market-valuation/headless.test.ts +58 -0
  224. package/src/plugins/builtin/market-valuation/headless.ts +170 -0
  225. package/src/plugins/builtin/market-valuation/index.tsx +64 -0
  226. package/src/plugins/builtin/market-valuation/indicators.ts +422 -0
  227. package/src/plugins/builtin/market-valuation/model.test.ts +350 -0
  228. package/src/plugins/builtin/market-valuation/model.ts +8 -0
  229. package/src/plugins/builtin/market-valuation/pane.test.tsx +247 -0
  230. package/src/plugins/builtin/market-valuation/pane.tsx +344 -0
  231. package/src/plugins/builtin/market-valuation/series.ts +12 -0
  232. package/src/plugins/builtin/market-valuation/settings.ts +38 -0
  233. package/src/plugins/builtin/market-valuation/sources.ts +130 -0
  234. package/src/plugins/builtin/market-valuation/trend.ts +89 -0
  235. package/src/plugins/builtin/market-valuation/view.ts +137 -0
  236. package/src/plugins/builtin/market-valuation/zone-scale/desktop.tsx +123 -0
  237. package/src/plugins/builtin/market-valuation/zone-scale/index.tsx +12 -0
  238. package/src/plugins/builtin/market-valuation/zone-scale/model.ts +60 -0
  239. package/src/plugins/builtin/market-valuation/zone-scale/terminal.tsx +94 -0
  240. package/src/plugins/builtin/news/wire/breaking/filters.test.ts +99 -0
  241. package/src/plugins/builtin/news/wire/breaking/filters.ts +110 -0
  242. package/src/plugins/builtin/news/wire/breaking/notifications.test.ts +157 -53
  243. package/src/plugins/builtin/news/wire/breaking/notifications.ts +91 -25
  244. package/src/plugins/builtin/news/wire/index.tsx +31 -44
  245. package/src/plugins/builtin/options/index.tsx +1 -0
  246. package/src/plugins/builtin/options/view.test.tsx +29 -1
  247. package/src/plugins/builtin/options/view.tsx +1 -22
  248. package/src/plugins/builtin/plugin-marketplace/feed.ts +80 -0
  249. package/src/plugins/builtin/plugin-marketplace/index.tsx +31 -0
  250. package/src/plugins/builtin/plugin-marketplace/model.test.ts +200 -0
  251. package/src/plugins/builtin/plugin-marketplace/model.ts +204 -0
  252. package/src/plugins/builtin/plugin-marketplace/pane.tsx +385 -0
  253. package/src/plugins/builtin/plugin-marketplace/store.ts +46 -0
  254. package/src/plugins/builtin/plugin-module.ts +9 -1
  255. package/src/plugins/builtin/research/index.tsx +4 -0
  256. package/src/plugins/builtin/research-search/command-bar-search.test.ts +81 -0
  257. package/src/plugins/builtin/research-search/command-bar-search.ts +175 -0
  258. package/src/plugins/builtin/research-search/data.ts +109 -0
  259. package/src/plugins/builtin/research-search/document-view.test.tsx +75 -0
  260. package/src/plugins/builtin/research-search/document-view.tsx +254 -0
  261. package/src/plugins/builtin/research-search/filter-bar.tsx +62 -0
  262. package/src/plugins/builtin/research-search/focus-handoff.ts +47 -0
  263. package/src/plugins/builtin/research-search/index.tsx +85 -0
  264. package/src/plugins/builtin/research-search/model.test.ts +40 -0
  265. package/src/plugins/builtin/research-search/model.ts +291 -0
  266. package/src/plugins/builtin/research-search/pane.test.tsx +241 -0
  267. package/src/plugins/builtin/research-search/pane.tsx +678 -0
  268. package/src/plugins/builtin/research-search/saved-view.tsx +171 -0
  269. package/src/plugins/builtin/research-search/snippet-text.tsx +35 -0
  270. package/src/plugins/builtin/research-search/snippet.test.ts +78 -0
  271. package/src/plugins/builtin/research-search/snippet.ts +134 -0
  272. package/src/plugins/builtin/scanner/flow-model.test.ts +11 -1
  273. package/src/plugins/builtin/scanner/flow-model.ts +29 -1
  274. package/src/plugins/builtin/scanner/flow-pane.tsx +78 -22
  275. package/src/plugins/builtin/sec/index.tsx +1 -0
  276. package/src/plugins/builtin/shared/series-cache.ts +93 -0
  277. package/src/plugins/builtin/short-interest/index.tsx +1 -0
  278. package/src/plugins/builtin/short-interest/pane.tsx +1 -1
  279. package/src/plugins/builtin/thirteenf/index.tsx +1 -0
  280. package/src/plugins/builtin/ticker-detail/index.tsx +0 -14
  281. package/src/plugins/builtin/ticker-detail/overview-tab.tsx +1 -1
  282. package/src/plugins/builtin/volatility/index.tsx +1 -1
  283. package/src/plugins/builtin/world-venue-map/map.desktop.test.tsx +106 -0
  284. package/src/plugins/builtin/world-venue-map/map.tsx +213 -69
  285. package/src/plugins/builtin/world-venue-map/model.test.ts +32 -0
  286. package/src/plugins/builtin/world-venue-map/model.ts +134 -13
  287. package/src/plugins/builtin/yield-curve/index.tsx +1 -1
  288. package/src/plugins/bundle.test.ts +109 -0
  289. package/src/plugins/bundle.ts +139 -0
  290. package/src/plugins/catalog-browser.test.ts +1 -0
  291. package/src/plugins/catalog-browser.ts +10 -0
  292. package/src/plugins/catalog-manifest.test.ts +43 -0
  293. package/src/plugins/catalog-manifest.ts +92 -0
  294. package/src/plugins/catalog-ui.ts +20 -4
  295. package/src/plugins/catalog.ts +9 -2
  296. package/src/plugins/current-target.ts +28 -0
  297. package/src/plugins/host-contract.ts +37 -0
  298. package/src/plugins/host-link.ts +158 -0
  299. package/src/plugins/host-modules.ts +61 -0
  300. package/src/plugins/loader.ts +41 -22
  301. package/src/plugins/ownership.ts +1 -0
  302. package/src/plugins/prediction-markets/index.tsx +1 -0
  303. package/src/plugins/registry/context.ts +3 -0
  304. package/src/plugins/registry/contributions.ts +27 -0
  305. package/src/plugins/registry/index.test.ts +25 -0
  306. package/src/plugins/registry/index.ts +8 -0
  307. package/src/plugins/registry/pane-settings.ts +6 -13
  308. package/src/plugins/seed.test.ts +83 -0
  309. package/src/plugins/seed.ts +80 -0
  310. package/src/public/broker.ts +31 -0
  311. package/src/public/market-data.ts +9 -0
  312. package/src/public/pane-hooks.ts +57 -0
  313. package/src/public/public-api.test.ts +285 -0
  314. package/src/public/react.ts +62 -0
  315. package/src/public/test-support.ts +23 -0
  316. package/src/public/time-series.ts +8 -0
  317. package/src/public/utils.ts +77 -0
  318. package/src/remote/layout-helpers.ts +6 -8
  319. package/src/remote/resources.ts +2 -0
  320. package/src/remote/schema.ts +1 -0
  321. package/src/remote/semantic-tree.test.tsx +105 -0
  322. package/src/remote/semantic-tree.tsx +53 -35
  323. package/src/renderers/browser/main.tsx +6 -0
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  479. package/src/plugins/ibkr/trade/tab/model.ts +0 -159
  480. package/src/plugins/ibkr/trade/tab/order-request.ts +0 -64
  481. package/src/plugins/ibkr/trade/tab/shortcuts.ts +0 -89
  482. package/src/plugins/ibkr/trade/tab/state-sync.ts +0 -86
  483. package/src/plugins/ibkr/trade/ticket-panel.tsx +0 -301
  484. package/src/plugins/ibkr/trade/utils.test.ts +0 -175
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  486. package/src/plugins/ibkr/trading/pane-view.tsx +0 -237
  487. package/src/plugins/ibkr/trading/pane.tsx +0 -332
  488. package/src/plugins/ibkr/trading/state.test.ts +0 -109
  489. package/src/plugins/ibkr/trading/state.ts +0 -335
@@ -1,162 +0,0 @@
1
- import { describe, expect, test } from "bun:test";
2
- import { createDefaultConfig, type AppConfig, type BrokerInstanceConfig } from "../../types/config";
3
- import type { CommandDef, GloomPluginContext, TickerAction } from "../../types/plugin";
4
- import type { TickerRecord } from "../../types/ticker";
5
- import { ibkrPlugin } from "./index";
6
-
7
- function createTicker(symbol: string): TickerRecord {
8
- return {
9
- metadata: {
10
- ticker: symbol,
11
- exchange: "NASDAQ",
12
- currency: "USD",
13
- name: symbol,
14
- portfolios: [],
15
- watchlists: [],
16
- positions: [],
17
- custom: {},
18
- tags: [],
19
- },
20
- };
21
- }
22
-
23
- function createGatewayInstance(): BrokerInstanceConfig {
24
- return {
25
- id: "ibkr-paper",
26
- brokerType: "ibkr",
27
- label: "Paper",
28
- connectionMode: "gateway",
29
- config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } },
30
- enabled: true,
31
- };
32
- }
33
-
34
- function createFlexInstance(): BrokerInstanceConfig {
35
- return {
36
- id: "ibkr-flex",
37
- brokerType: "ibkr",
38
- label: "Flex",
39
- connectionMode: "flex",
40
- config: { connectionMode: "flex", flex: { token: "token", queryId: "query" } },
41
- enabled: true,
42
- };
43
- }
44
-
45
- function createConfig(brokerInstances: BrokerInstanceConfig[] = []): AppConfig {
46
- return {
47
- ...createDefaultConfig("/tmp/gloomberb-test"),
48
- brokerInstances,
49
- };
50
- }
51
-
52
- function setupIbkrPlugin(config: AppConfig) {
53
- const commands: CommandDef[] = [];
54
- const tickerActions: TickerAction[] = [];
55
- const toasts: string[] = [];
56
- const switchedPanels: string[] = [];
57
- const switchedTabs: string[] = [];
58
- const tickers = new Map<string, TickerRecord>([["AAPL", createTicker("AAPL")]]);
59
-
60
- const ctx = {
61
- registerPane: () => {},
62
- registerPaneTemplate: () => {},
63
- registerCommand: (command: CommandDef) => { commands.push(command); },
64
- registerColumn: () => {},
65
- registerBroker: () => {},
66
- registerCapability: () => {},
67
- registerTickerResearchTab: () => {},
68
- registerShortcut: () => {},
69
- registerTickerAction: (action: TickerAction) => { tickerActions.push(action); },
70
- getData: () => null,
71
- getTicker: (symbol: string) => tickers.get(symbol) ?? null,
72
- getConfig: () => config,
73
- getPaneDef: () => undefined,
74
- persistence: {} as any,
75
- storage: {} as any,
76
- marketData: {} as any,
77
- tickerRepository: {} as any,
78
- log: {
79
- info: () => {},
80
- warn: () => {},
81
- error: () => {},
82
- debug: () => {},
83
- },
84
- resume: {
85
- getState: () => null,
86
- setState: () => {},
87
- deleteState: () => {},
88
- getPaneState: () => null,
89
- setPaneState: () => {},
90
- deletePaneState: () => {},
91
- },
92
- configState: {
93
- get: () => null,
94
- set: async () => {},
95
- delete: async () => {},
96
- keys: () => [],
97
- },
98
- createBrokerInstance: async () => { throw new Error("unused"); },
99
- updateBrokerInstance: async () => {},
100
- syncBrokerInstance: async () => {},
101
- removeBrokerInstance: async () => {},
102
- selectTicker: () => {},
103
- switchPanel: (panel: "left" | "right") => { switchedPanels.push(panel); },
104
- switchTab: (tabId: string) => { switchedTabs.push(tabId); },
105
- openCommandBar: () => {},
106
- showPane: () => {},
107
- createPaneFromTemplate: () => {},
108
- hidePane: () => {},
109
- focusPane: () => {},
110
- pinTicker: () => {},
111
- on: () => () => {},
112
- emit: () => {},
113
- notify: ({ body }: { body: string }) => { toasts.push(body); },
114
- } satisfies GloomPluginContext;
115
-
116
- void ibkrPlugin.setup?.(ctx);
117
-
118
- return { commands, tickerActions, toasts, switchedPanels, switchedTabs, ticker: tickers.get("AAPL")! };
119
- }
120
-
121
- describe("IBKR trade entry points", () => {
122
- test("hides the Trade action when no IBKR gateway profile is configured", () => {
123
- const { tickerActions, ticker } = setupIbkrPlugin(createConfig());
124
- const tradeAction = tickerActions.find((action) => action.id === "ibkr-trade");
125
-
126
- expect(tradeAction).toBeDefined();
127
- expect(tradeAction?.filter?.(ticker)).toBe(false);
128
- });
129
-
130
- test("hides the Trade action and trading commands for flex-only setups", () => {
131
- const { commands, tickerActions, ticker } = setupIbkrPlugin(createConfig([createFlexInstance()]));
132
- const tradeAction = tickerActions.find((action) => action.id === "ibkr-trade");
133
- const openTrading = commands.find((command) => command.id === "ibkr-open-trading");
134
- const buySelected = commands.find((command) => command.id === "ibkr-buy-selected");
135
- const sellSelected = commands.find((command) => command.id === "ibkr-sell-selected");
136
-
137
- expect(tradeAction?.filter?.(ticker)).toBe(false);
138
- expect(openTrading?.hidden?.()).toBe(true);
139
- expect(buySelected?.hidden?.()).toBe(true);
140
- expect(sellSelected?.hidden?.()).toBe(true);
141
- });
142
-
143
- test("allows the Trade action when a gateway profile exists", () => {
144
- const { tickerActions, ticker } = setupIbkrPlugin(createConfig([createGatewayInstance()]));
145
- const tradeAction = tickerActions.find((action) => action.id === "ibkr-trade");
146
-
147
- expect(tradeAction?.filter?.(ticker)).toBe(true);
148
- });
149
-
150
- test("shows a clear message and does not navigate when Open Trading is executed without a gateway profile", async () => {
151
- const { commands, switchedPanels, switchedTabs, toasts } = setupIbkrPlugin(createConfig());
152
- const openTrading = commands.find((command) => command.id === "ibkr-open-trading");
153
-
154
- expect(openTrading).toBeDefined();
155
- await openTrading!.execute();
156
-
157
- expect(toasts).toEqual(["Connect a Gateway / TWS IBKR profile first."]);
158
- expect(switchedPanels).toHaveLength(0);
159
- expect(switchedTabs).toHaveLength(0);
160
- });
161
-
162
- });
@@ -1,159 +0,0 @@
1
- import type { GloomPlugin, GloomPluginContext } from "../../types/plugin";
2
- import { ibkrBroker } from "./broker-adapter";
3
- import { buildPersistedIbkrGatewayConfig } from "./config";
4
- import { ibkrGatewayManager, setResolvedIbkrGatewayListener } from "./gateway/service";
5
- import {
6
- getTradeTicketState,
7
- getTradingPaneState,
8
- prefillTradeFromTicker,
9
- removeBrokerInstanceFromTradingState,
10
- } from "./trading/state";
11
- import { getConfiguredIbkrGatewayInstances } from "./instance-selection";
12
- import { hasIbkrTradingProfiles } from "./trade/utils";
13
- import { TradeTab } from "./trade/tab";
14
- import { TradingPane } from "./trading/pane";
15
-
16
- let lastSelectedTickerSymbol: string | null = null;
17
-
18
- function ensureIbkrTradingProfile(ctx: GloomPluginContext): boolean {
19
- if (hasIbkrTradingProfiles(ctx.getConfig())) return true;
20
- ctx.notify({ body: "Connect a Gateway / TWS IBKR profile first.", type: "info" });
21
- return false;
22
- }
23
-
24
- function openTradeForSymbol(
25
- ctx: GloomPluginContext,
26
- symbol: string,
27
- action?: "BUY" | "SELL",
28
- ) {
29
- const ticker = ctx.getTicker(symbol);
30
- if (!ticker) return;
31
-
32
- if (action) {
33
- prefillTradeFromTicker(ticker, action);
34
- } else {
35
- const current = getTradeTicketState(ticker.metadata.ticker, ticker);
36
- prefillTradeFromTicker(ticker, current.draft.action || "BUY");
37
- }
38
-
39
- ctx.switchPanel("right");
40
- ctx.switchTab("ibkr-trade");
41
- }
42
-
43
- export const ibkrPlugin: GloomPlugin = {
44
- id: "ibkr",
45
- name: "Interactive Brokers",
46
- version: "1.0.0",
47
- description: "Interactive Brokers market data, account sync, and trading.",
48
- toggleable: true,
49
- broker: ibkrBroker,
50
- paneTemplates: [
51
- {
52
- id: "new-ibkr-trading-pane",
53
- paneId: "ibkr-trading",
54
- label: "New IBKR Trading Pane",
55
- description: "Open another floating IBKR trading console",
56
- keywords: ["new", "ibkr", "trading", "status", "orders", "pane"],
57
- shortcut: { prefix: "IBKR" },
58
- canCreate: (context) => getConfiguredIbkrGatewayInstances(context.config).length > 0,
59
- createInstance: () => ({ placement: "floating" }),
60
- },
61
- ],
62
-
63
- setup(ctx) {
64
- ctx.log.info("IBKR plugin initializing");
65
- setResolvedIbkrGatewayListener(async (instanceId, resolved) => {
66
- if (!instanceId) return;
67
- const instance = ctx.getConfig().brokerInstances.find((entry) => entry.id === instanceId);
68
- if (!instance || instance.brokerType !== "ibkr") return;
69
- const nextConfig = buildPersistedIbkrGatewayConfig(instance.config, resolved);
70
- if (!nextConfig) return;
71
- await ctx.updateBrokerInstance(instanceId, nextConfig);
72
- });
73
-
74
- ctx.registerPane({
75
- id: "ibkr-trading",
76
- name: "IBKR Console",
77
- defaultPosition: "right",
78
- defaultMode: "floating",
79
- defaultFloatingSize: { width: 84, height: 20 },
80
- component: TradingPane,
81
- });
82
-
83
- ctx.registerTickerResearchTab({
84
- id: "ibkr-trade",
85
- name: "Trade",
86
- order: 25,
87
- component: TradeTab,
88
- isVisible: ({ config }) => getConfiguredIbkrGatewayInstances(config).length > 0,
89
- });
90
-
91
- ctx.registerTickerAction({
92
- id: "ibkr-trade",
93
- label: "Trade",
94
- keywords: ["trade", "buy", "sell", "ibkr"],
95
- filter: () => hasIbkrTradingProfiles(ctx.getConfig()),
96
- execute: async (ticker) => {
97
- if (!ensureIbkrTradingProfile(ctx)) return;
98
- openTradeForSymbol(ctx, ticker.metadata.ticker);
99
- },
100
- });
101
-
102
- ctx.on("ticker:selected", ({ symbol }) => {
103
- lastSelectedTickerSymbol = symbol;
104
- });
105
-
106
- ctx.on("config:changed", ({ config }) => {
107
- const selectedInstanceId = getTradingPaneState().brokerInstanceId;
108
- if (selectedInstanceId && !config.brokerInstances.some((instance) => instance.id === selectedInstanceId)) {
109
- removeBrokerInstanceFromTradingState(selectedInstanceId);
110
- }
111
- });
112
-
113
- ctx.registerCommand({
114
- id: "ibkr-open-trading",
115
- label: "Open Trading",
116
- description: "Open the IBKR trade tab for the selected ticker",
117
- keywords: ["ibkr", "trading", "orders", "trade", "ticker"],
118
- category: "navigation",
119
- hidden: () => !hasIbkrTradingProfiles(ctx.getConfig()),
120
- execute: async () => {
121
- if (!ensureIbkrTradingProfile(ctx)) return;
122
- if (!lastSelectedTickerSymbol) return;
123
- openTradeForSymbol(ctx, lastSelectedTickerSymbol);
124
- },
125
- });
126
-
127
- ctx.registerCommand({
128
- id: "ibkr-buy-selected",
129
- label: "Buy Selected",
130
- description: "Prefill the trading pane with a BUY ticket for the selected ticker",
131
- keywords: ["buy", "trade", "order", "selected", "ibkr"],
132
- category: "portfolio",
133
- hidden: () => !hasIbkrTradingProfiles(ctx.getConfig()) || !lastSelectedTickerSymbol,
134
- execute: async () => {
135
- if (!ensureIbkrTradingProfile(ctx) || !lastSelectedTickerSymbol) return;
136
- openTradeForSymbol(ctx, lastSelectedTickerSymbol, "BUY");
137
- },
138
- });
139
-
140
- ctx.registerCommand({
141
- id: "ibkr-sell-selected",
142
- label: "Sell Selected",
143
- description: "Prefill the trading pane with a SELL ticket for the selected ticker",
144
- keywords: ["sell", "trade", "order", "selected", "ibkr"],
145
- category: "portfolio",
146
- hidden: () => !hasIbkrTradingProfiles(ctx.getConfig()) || !lastSelectedTickerSymbol,
147
- execute: async () => {
148
- if (!ensureIbkrTradingProfile(ctx) || !lastSelectedTickerSymbol) return;
149
- openTradeForSymbol(ctx, lastSelectedTickerSymbol, "SELL");
150
- },
151
- });
152
- },
153
-
154
- dispose() {
155
- lastSelectedTickerSymbol = null;
156
- setResolvedIbkrGatewayListener(null);
157
- void ibkrGatewayManager.destroyAll().catch(() => {});
158
- },
159
- };
@@ -1,120 +0,0 @@
1
- import { describe, expect, test } from "bun:test";
2
- import { cloneLayout, CURRENT_CONFIG_VERSION, DEFAULT_LAYOUT, type AppConfig, type BrokerInstanceConfig } from "../../types/config";
3
- import { resolveIbkrTradingInstanceId, getLockedIbkrTradingInstanceId } from "./instance-selection";
4
-
5
- function createIbkrInstance(
6
- id: string,
7
- label: string,
8
- connectionMode: "flex" | "gateway",
9
- config: Record<string, unknown>,
10
- ): BrokerInstanceConfig {
11
- return {
12
- id,
13
- brokerType: "ibkr",
14
- label,
15
- connectionMode,
16
- config: { connectionMode, ...config },
17
- enabled: true,
18
- };
19
- }
20
-
21
- function createConfig(overrides: Partial<AppConfig> = {}): AppConfig {
22
- return {
23
- dataDir: "",
24
- configVersion: CURRENT_CONFIG_VERSION,
25
- baseCurrency: "USD",
26
- refreshIntervalMinutes: 30,
27
- portfolios: [],
28
- watchlists: [],
29
- layout: cloneLayout(DEFAULT_LAYOUT),
30
- layouts: [{ name: "Default", layout: cloneLayout(DEFAULT_LAYOUT) }],
31
- activeLayoutIndex: 0,
32
- brokerInstances: [],
33
- disabledPlugins: [],
34
- disabledSources: [],
35
- pluginConfig: {},
36
- theme: "amber",
37
- chartPreferences: {
38
- renderer: "auto",
39
- },
40
- recentTickers: [],
41
- ...overrides,
42
- };
43
- }
44
-
45
- describe("IBKR trading instance selection", () => {
46
- test("returns no trading instance when only flex profiles exist", () => {
47
- const config = createConfig({
48
- brokerInstances: [
49
- createIbkrInstance("ibkr-default", "IBKR", "flex", {
50
- flex: { token: "token", queryId: "query" },
51
- }),
52
- ],
53
- });
54
-
55
- expect(resolveIbkrTradingInstanceId(config, "", "ibkr-default")).toBeUndefined();
56
- });
57
-
58
- test("prefers a gateway profile over a flex profile when both exist", () => {
59
- const config = createConfig({
60
- brokerInstances: [
61
- createIbkrInstance("ibkr-default", "IBKR", "flex", {
62
- flex: { token: "token", queryId: "query" },
63
- }),
64
- createIbkrInstance("ibkr-paper", "Paper", "gateway", {
65
- gateway: { host: "127.0.0.1", port: 4002, clientId: 1 },
66
- }),
67
- ],
68
- });
69
-
70
- expect(resolveIbkrTradingInstanceId(config, "", "ibkr-default")).toBe("ibkr-paper");
71
- });
72
-
73
- test("does not lock trading to a flex-backed portfolio", () => {
74
- const config = createConfig({
75
- portfolios: [{
76
- id: "broker:ibkr-default:DU12345",
77
- name: "DU12345",
78
- currency: "USD",
79
- brokerId: "ibkr",
80
- brokerInstanceId: "ibkr-default",
81
- brokerAccountId: "DU12345",
82
- }],
83
- brokerInstances: [
84
- createIbkrInstance("ibkr-default", "IBKR", "flex", {
85
- flex: { token: "token", queryId: "query" },
86
- }),
87
- createIbkrInstance("ibkr-paper", "Paper", "gateway", {
88
- gateway: { host: "127.0.0.1", port: 4002, clientId: 1 },
89
- }),
90
- ],
91
- });
92
-
93
- expect(getLockedIbkrTradingInstanceId(config, "broker:ibkr-default:DU12345")).toBeUndefined();
94
- expect(resolveIbkrTradingInstanceId(config, "broker:ibkr-default:DU12345")).toBe("ibkr-paper");
95
- });
96
-
97
- test("keeps trading locked to the active gateway-backed portfolio", () => {
98
- const config = createConfig({
99
- portfolios: [{
100
- id: "broker:ibkr-paper:DU12345",
101
- name: "DU12345",
102
- currency: "USD",
103
- brokerId: "ibkr",
104
- brokerInstanceId: "ibkr-paper",
105
- brokerAccountId: "DU12345",
106
- }],
107
- brokerInstances: [
108
- createIbkrInstance("ibkr-paper", "Paper", "gateway", {
109
- gateway: { host: "127.0.0.1", port: 4002, clientId: 1 },
110
- }),
111
- createIbkrInstance("ibkr-live", "Live", "gateway", {
112
- gateway: { host: "127.0.0.1", port: 4001, clientId: 2 },
113
- }),
114
- ],
115
- });
116
-
117
- expect(getLockedIbkrTradingInstanceId(config, "broker:ibkr-paper:DU12345")).toBe("ibkr-paper");
118
- expect(resolveIbkrTradingInstanceId(config, "broker:ibkr-paper:DU12345", "ibkr-live")).toBe("ibkr-paper");
119
- });
120
- });
@@ -1,36 +0,0 @@
1
- import type { AppConfig, BrokerInstanceConfig } from "../../types/config";
2
- import { getBrokerInstance, getBrokerInstancesByType } from "../../utils/broker-instances";
3
- import { isGatewayConfigured, normalizeIbkrConfig } from "./config";
4
-
5
- function isIbkrGatewayInstance(instance?: BrokerInstanceConfig): instance is BrokerInstanceConfig {
6
- if (!instance || instance.brokerType !== "ibkr" || instance.enabled === false) return false;
7
- const normalized = normalizeIbkrConfig(instance.config);
8
- return normalized.connectionMode === "gateway" && isGatewayConfigured(instance.config);
9
- }
10
-
11
- export function getConfiguredIbkrGatewayInstances(config: AppConfig): BrokerInstanceConfig[] {
12
- return getBrokerInstancesByType(config.brokerInstances, "ibkr").filter(isIbkrGatewayInstance);
13
- }
14
-
15
- export function getLockedIbkrTradingInstanceId(config: AppConfig, collectionId: string | null): string | undefined {
16
- const activePortfolio = config.portfolios.find((portfolio) => portfolio.id === collectionId);
17
- if (activePortfolio?.brokerId !== "ibkr" || !activePortfolio.brokerInstanceId) return undefined;
18
- const instance = getBrokerInstance(config.brokerInstances, activePortfolio.brokerInstanceId);
19
- return isIbkrGatewayInstance(instance) ? instance.id : undefined;
20
- }
21
-
22
- export function resolveIbkrTradingInstanceId(
23
- config: AppConfig,
24
- collectionId: string | null,
25
- preferredInstanceId?: string,
26
- ): string | undefined {
27
- const lockedInstanceId = getLockedIbkrTradingInstanceId(config, collectionId);
28
- if (lockedInstanceId) return lockedInstanceId;
29
-
30
- const preferredInstance = getBrokerInstance(config.brokerInstances, preferredInstanceId);
31
- if (isIbkrGatewayInstance(preferredInstance)) return preferredInstance.id;
32
-
33
- const gatewayInstance = getConfiguredIbkrGatewayInstances(config)[0];
34
- if (gatewayInstance) return gatewayInstance.id;
35
- return undefined;
36
- }
@@ -1,32 +0,0 @@
1
- import { afterEach, describe, expect, test } from "bun:test";
2
- import type { BrokerInstanceConfig } from "../../types/config";
3
- import {
4
- getIbkrPortfolioPerformance,
5
- setIbkrPortfolioPerformanceResourceStore,
6
- } from "./portfolio-performance";
7
-
8
- function createGatewayInstance(): BrokerInstanceConfig {
9
- return {
10
- id: "ibkr-live",
11
- brokerType: "ibkr",
12
- label: "IBKR Live",
13
- connectionMode: "gateway",
14
- enabled: true,
15
- config: {
16
- connectionMode: "gateway",
17
- gateway: { host: "127.0.0.1", port: 4001, clientId: 1 },
18
- },
19
- };
20
- }
21
-
22
- afterEach(() => {
23
- setIbkrPortfolioPerformanceResourceStore(null);
24
- });
25
-
26
- describe("getIbkrPortfolioPerformance", () => {
27
- test("uses Flex only for historical portfolio performance", async () => {
28
- const performance = await getIbkrPortfolioPerformance(createGatewayInstance(), "U12345");
29
-
30
- expect(performance).toBeNull();
31
- });
32
- });
@@ -1,129 +0,0 @@
1
- import type { ResourceStore } from "../../data/resource-store";
2
- import type { BrokerInstanceConfig } from "../../types/config";
3
- import type { CachePolicy } from "../../types/persistence";
4
- import type { BrokerPortfolioPerformance } from "../../types/trading";
5
- import { debugLog } from "../../utils/debug-log";
6
- import { loadFlexStatement, parseFlexPortfolioPerformance } from "./flex";
7
- import { normalizeIbkrConfig } from "./config";
8
- import { fnv1aHashString } from "../../utils/hash";
9
-
10
- const PERFORMANCE_LOG = debugLog.createLogger("ibkr-performance");
11
- const PERFORMANCE_CACHE_KIND = "portfolio-performance";
12
- const PERFORMANCE_CACHE_SCHEMA_VERSION = 1;
13
- const PERFORMANCE_CACHE_POLICY = {
14
- staleMs: 15 * 60 * 1000,
15
- expireMs: 90 * 24 * 60 * 60 * 1000,
16
- } as const satisfies CachePolicy;
17
-
18
- let resourceStore: ResourceStore | null = null;
19
-
20
- export function setIbkrPortfolioPerformanceResourceStore(store: ResourceStore | null): void {
21
- resourceStore = store;
22
- }
23
-
24
- function cacheKey(instance: BrokerInstanceConfig, accountId: string): string {
25
- return `${instance.id}:${accountId}`;
26
- }
27
-
28
- function cacheSourceKey(instance: BrokerInstanceConfig): string {
29
- const config = normalizeIbkrConfig(instance.config);
30
- return fnv1aHashString(JSON.stringify({
31
- connectionMode: config.connectionMode,
32
- flexQueryId: config.flex.queryId,
33
- flexEndpoint: config.flex.endpoint,
34
- }));
35
- }
36
-
37
- function normalizeCachedPerformance(
38
- value: BrokerPortfolioPerformance | undefined,
39
- stale: boolean,
40
- ): BrokerPortfolioPerformance | null {
41
- if (!value || value.source !== "flex") return null;
42
- return { ...value, stale };
43
- }
44
-
45
- function readCachedPerformance(
46
- instance: BrokerInstanceConfig,
47
- accountId: string,
48
- allowExpired = false,
49
- ): BrokerPortfolioPerformance | null {
50
- const record = resourceStore?.get<BrokerPortfolioPerformance>({
51
- namespace: "plugin:ibkr",
52
- kind: PERFORMANCE_CACHE_KIND,
53
- entityKey: cacheKey(instance, accountId),
54
- sourceKey: cacheSourceKey(instance),
55
- }, {
56
- schemaVersion: PERFORMANCE_CACHE_SCHEMA_VERSION,
57
- allowExpired,
58
- });
59
- return normalizeCachedPerformance(record?.value, Boolean(record && (record.stale || record.expired)));
60
- }
61
-
62
- function readAnyCachedPerformance(
63
- instance: BrokerInstanceConfig,
64
- accountId: string,
65
- allowExpired = false,
66
- ): BrokerPortfolioPerformance | null {
67
- const records = resourceStore?.list<BrokerPortfolioPerformance>({
68
- namespace: "plugin:ibkr",
69
- kind: PERFORMANCE_CACHE_KIND,
70
- entityKey: cacheKey(instance, accountId),
71
- }, {
72
- schemaVersion: PERFORMANCE_CACHE_SCHEMA_VERSION,
73
- allowExpired,
74
- });
75
- return normalizeCachedPerformance(records?.[0]?.value, true);
76
- }
77
-
78
- function writeCachedPerformance(
79
- instance: BrokerInstanceConfig,
80
- accountId: string,
81
- performance: BrokerPortfolioPerformance,
82
- ): void {
83
- resourceStore?.set<BrokerPortfolioPerformance>({
84
- namespace: "plugin:ibkr",
85
- kind: PERFORMANCE_CACHE_KIND,
86
- entityKey: cacheKey(instance, accountId),
87
- sourceKey: cacheSourceKey(instance),
88
- }, performance, {
89
- schemaVersion: PERFORMANCE_CACHE_SCHEMA_VERSION,
90
- cachePolicy: PERFORMANCE_CACHE_POLICY,
91
- });
92
- }
93
-
94
- async function loadFreshFlexPerformance(
95
- instance: BrokerInstanceConfig,
96
- accountId: string,
97
- ): Promise<BrokerPortfolioPerformance | null> {
98
- const config = normalizeIbkrConfig(instance.config);
99
- if (config.connectionMode !== "flex") return null;
100
-
101
- const xml = await loadFlexStatement(config.flex);
102
- return parseFlexPortfolioPerformance(xml, accountId, Date.now());
103
- }
104
-
105
- export async function getIbkrPortfolioPerformance(
106
- instance: BrokerInstanceConfig,
107
- accountId: string,
108
- ): Promise<BrokerPortfolioPerformance | null> {
109
- const cached = readCachedPerformance(instance, accountId);
110
- if (cached && !cached.stale) return cached;
111
-
112
- try {
113
- const fresh = await loadFreshFlexPerformance(instance, accountId);
114
- if (fresh) {
115
- writeCachedPerformance(instance, accountId, fresh);
116
- return fresh;
117
- }
118
- } catch (error) {
119
- PERFORMANCE_LOG.warn("Unable to refresh IBKR Flex portfolio performance", {
120
- instanceId: instance.id,
121
- accountId,
122
- message: error instanceof Error ? error.message : String(error),
123
- });
124
- }
125
-
126
- return cached
127
- ?? readCachedPerformance(instance, accountId, true)
128
- ?? readAnyCachedPerformance(instance, accountId, true);
129
- }
@@ -1,28 +0,0 @@
1
- import { Box, Text } from "../../../ui";
2
- import { TextAttributes } from "../../../ui";
3
- import { colors } from "../../../theme/colors";
4
- import { getTradeTonePalette, type TradeTone } from "./utils";
5
-
6
- interface TradeBadgeProps {
7
- label: string;
8
- value: string;
9
- tone?: TradeTone;
10
- onPress?: () => void;
11
- }
12
-
13
- export function TradeBadge({ label, value, tone = "neutral", onPress }: TradeBadgeProps) {
14
- const palette = getTradeTonePalette(tone);
15
-
16
- return (
17
- <Box
18
- backgroundColor={palette.background}
19
- paddingX={1}
20
- marginRight={1}
21
- marginBottom={1}
22
- onMouseDown={onPress}
23
- >
24
- <Text fg={colors.textDim}>{label}</Text>
25
- <Text fg={palette.text} attributes={TextAttributes.BOLD}>{` ${value}`}</Text>
26
- </Box>
27
- );
28
- }