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.
- package/README.md +6 -4
- package/README.zh-CN.md +4 -2
- package/package.json +28 -1
- package/src/api-client/auth.ts +10 -0
- package/src/api-client/data.ts +103 -1
- package/src/api-client/index.test.ts +127 -0
- package/src/api-client/index.ts +129 -1
- package/src/api-client/normalizers.ts +39 -0
- package/src/api-client/paths.ts +85 -1
- package/src/api-client/types.ts +196 -0
- package/src/app/pane-runtime/index.tsx +15 -12
- package/src/app/pane-runtime/layout-placement.test.ts +27 -0
- package/src/app/pane-runtime/layout-placement.ts +13 -0
- package/src/app/pane-runtime/plugin-bindings.ts +62 -0
- package/src/app.tsx +60 -18
- package/src/architecture/browser-entry-graph.test.ts +96 -0
- package/src/brokers/profile-form.test.ts +25 -27
- package/src/brokers/test-broker.ts +68 -0
- package/src/cli/commands/plugins.ts +39 -11
- package/src/cli/desktop-pane-shot.ts +285 -16
- package/src/cli/index.ts +1 -1
- package/src/cli/pane-functions/capabilities.ts +58 -28
- package/src/cli/pane-functions/catalog.ts +16 -4
- package/src/cli/pane-functions/discovery.ts +1 -0
- package/src/cli/pane-functions/headless.test.ts +247 -0
- package/src/cli/pane-functions/headless.ts +423 -0
- package/src/cli/pane-functions/index.test.ts +9 -0
- package/src/cli/pane-functions/index.ts +6 -2
- package/src/cli/pane-functions/options.ts +27 -2
- package/src/cli/pane-functions/report.ts +4 -0
- package/src/cli/pane-functions/resolver.ts +26 -8
- package/src/cli/pane-functions/screenshot.test.ts +76 -0
- package/src/cli/pane-functions/screenshot.ts +236 -20
- package/src/cli/restore-plugins.ts +34 -0
- package/src/components/chart/{static/chart → composite}/axis-overlays.test.tsx +3 -3
- package/src/components/chart/{static/chart → composite}/axis-overlays.tsx +6 -11
- package/src/components/chart/{static/chart → composite}/bitmap.ts +17 -3
- package/src/components/chart/composite/composite-chart.test.tsx +68 -20
- package/src/components/chart/composite/composite-chart.tsx +301 -204
- package/src/components/chart/composite/format.ts +8 -2
- package/src/components/chart/composite/interactions.test.ts +68 -102
- package/src/components/chart/composite/interactions.ts +214 -264
- package/src/components/chart/composite/price-axis-labels.test.ts +21 -0
- package/src/components/chart/{price-axis-labels.tsx → composite/price-axis-labels.tsx} +9 -4
- package/src/components/chart/composite/scene.ts +57 -3
- package/src/components/chart/composite/text-renderer.ts +3 -2
- package/src/components/chart/composite/time-scale.ts +138 -57
- package/src/components/chart/composite/types.ts +25 -1
- package/src/components/chart/core/data.ts +9 -13
- package/src/components/chart/core/date-window.ts +7 -1
- package/src/components/chart/core/pointer.ts +3 -0
- package/src/components/chart/core/types.ts +0 -45
- package/src/components/chart/native/chart-rasterizer.ts +0 -1
- package/src/components/chart/native/kitty/index.test.ts +0 -188
- package/src/components/chart/native/raster/crosshair.ts +6 -5
- package/src/components/chart/native/raster/primitives.ts +0 -23
- package/src/components/chart/native/renderer-selection.ts +81 -31
- package/src/components/chart/static/{chart/surface.test.tsx → chart-surface.test.tsx} +28 -80
- package/src/components/chart/static/chart-surface.tsx +150 -0
- package/src/components/chart/static/index.ts +8 -0
- package/src/components/chart/static/multi-line-chart-surface.tsx +51 -166
- package/src/components/chart/static/scatter-chart-surface.test.ts +30 -0
- package/src/components/chart/static/scatter-chart-surface.tsx +135 -34
- package/src/components/chart/static/series.ts +49 -0
- package/src/components/command-bar/action-runtime.ts +1 -3
- package/src/components/command-bar/assist/model.test.ts +17 -2
- package/src/components/command-bar/assist/model.ts +40 -9
- package/src/components/command-bar/commands/direct/index.ts +1 -1
- package/src/components/command-bar/commands/direct/runtime.ts +1 -1
- package/src/components/command-bar/commands/registry.ts +0 -11
- package/src/components/command-bar/helpers.test.ts +2 -2
- package/src/components/command-bar/helpers.ts +2 -6
- package/src/components/command-bar/keyboard-shortcuts.ts +0 -11
- package/src/components/command-bar/list/badge.test.ts +54 -0
- package/src/components/command-bar/list/badge.ts +62 -0
- package/src/components/command-bar/list/model.test.ts +103 -0
- package/src/components/command-bar/list/model.ts +61 -4
- package/src/components/command-bar/list/view.test.tsx +113 -0
- package/src/components/command-bar/list/view.tsx +147 -131
- package/src/components/command-bar/pane-templates/workflow.ts +1 -1
- package/src/components/command-bar/panel/body.tsx +51 -65
- package/src/components/command-bar/panel/index.tsx +48 -13
- package/src/components/command-bar/panel/layout.test.ts +139 -0
- package/src/components/command-bar/panel/layout.ts +65 -28
- package/src/components/command-bar/panel/native-surface.ts +24 -0
- package/src/components/command-bar/panel/prompt-binding.ts +54 -0
- package/src/components/command-bar/panel/runtime.ts +6 -3
- package/src/components/command-bar/panel/state.ts +41 -7
- package/src/components/command-bar/panel/types.ts +7 -1
- package/src/components/command-bar/routes/root/provider-search.ts +34 -15
- package/src/components/command-bar/routes/root/results.test.ts +161 -0
- package/src/components/command-bar/routes/root/results.ts +30 -28
- package/src/components/command-bar/routes/root/runtime.ts +37 -20
- package/src/components/command-bar/routes/root/search-providers.test.tsx +224 -0
- package/src/components/command-bar/routes/root/search-providers.ts +205 -0
- package/src/components/command-bar/routes/root/selection.ts +1 -12
- package/src/components/command-bar/routes/root/shortcuts.test.ts +8 -8
- package/src/components/command-bar/routes/ticker-search/actions.ts +10 -9
- package/src/components/command-bar/routes/ticker-search/results.test.ts +54 -1
- package/src/components/command-bar/routes/ticker-search/results.ts +60 -19
- package/src/components/command-bar/routes/ticker-search/route.ts +1 -0
- package/src/components/command-bar/routing/actions.ts +1 -81
- package/src/components/command-bar/routing/launch-request.ts +1 -1
- package/src/components/command-bar/routing/list-state.ts +6 -21
- package/src/components/command-bar/selection-runtime.ts +1 -1
- package/src/components/command-bar/surface/assist.test.tsx +14 -10
- package/src/components/command-bar/surface/environment.ts +8 -1
- package/src/components/command-bar/surface/index.test.tsx +84 -68
- package/src/components/command-bar/surface/index.tsx +33 -36
- package/src/components/command-bar/surface/test-harness.tsx +15 -3
- package/src/components/command-bar/theme-picker.tsx +43 -15
- package/src/components/command-bar/view-model.test.ts +53 -8
- package/src/components/command-bar/view-model.ts +43 -14
- package/src/components/command-bar/workflow/tickers.ts +1 -0
- package/src/components/command-bar/workflow/types.ts +1 -1
- package/src/components/data-table/view.test.tsx +45 -6
- package/src/components/data-table/view.tsx +55 -9
- package/src/components/index.ts +10 -2
- package/src/components/input-search-bar.test.tsx +36 -2
- package/src/components/input-search-bar.tsx +18 -1
- package/src/components/layout/header.test.tsx +57 -10
- package/src/components/layout/header.tsx +292 -149
- package/src/components/layout/market-summary.test.ts +81 -0
- package/src/components/layout/market-summary.ts +109 -0
- package/src/components/layout/shell/chrome.ts +96 -1
- package/src/components/layout/shell/index.tsx +11 -3
- package/src/components/layout/shell/menu.ts +9 -0
- package/src/components/layout/shell/pane/actions.ts +29 -0
- package/src/components/layout/shell/pane/management-shortcuts.ts +5 -0
- package/src/components/layout/shell/shortcuts.ts +3 -0
- package/src/components/layout/status-bar.test.tsx +9 -8
- package/src/components/layout/status-bar.tsx +85 -54
- package/src/components/onboarding/onboarding-frame.tsx +2 -26
- package/src/components/price-sparkline/index.ts +61 -34
- package/src/components/price-sparkline/view.tsx +1 -1
- package/src/components/sign-in-gate.test.tsx +128 -0
- package/src/components/sign-in-gate.tsx +149 -0
- package/src/components/speedometer-gauge/desktop.tsx +2 -12
- package/src/components/ticker/badge/list.tsx +17 -3
- package/src/components/ticker/list-table-view.tsx +6 -3
- package/src/components/ui/data-table/index.tsx +3 -2
- package/src/components/ui/data-table/opentui/index.tsx +165 -120
- package/src/components/ui/frame.tsx +28 -0
- package/src/components/ui/index.ts +3 -0
- package/src/components/ui/native-select.tsx +20 -10
- package/src/components/ui/select-button.tsx +138 -0
- package/src/components/ui/status.tsx +2 -2
- package/src/components/ui/table-layout.ts +1 -1
- package/src/components/use-double-click-activation.ts +7 -3
- package/src/core/app-services.ts +3 -3
- package/src/data/config/layout.ts +12 -6
- package/src/data/config/store/index.test.ts +97 -0
- package/src/data/config/store/migrations.ts +41 -0
- package/src/data/config/store/normalize.ts +5 -3
- package/src/i18n/es.ts +6 -2
- package/src/i18n/ja.ts +6 -2
- package/src/i18n/ko.ts +6 -2
- package/src/i18n/zh-cn.ts +6 -2
- package/src/i18n/zh-tw.ts +6 -2
- package/src/layout-marketplace/pane-imagery.ts +1 -0
- package/src/layout-marketplace/payload.test.ts +17 -0
- package/src/layout-marketplace/payload.ts +40 -5
- package/src/market-data/coordinator/index.ts +3 -2
- package/src/market-data/coordinator/quotes.ts +173 -66
- package/src/market-data/coordinator/subscriptions.test.ts +215 -37
- package/src/pane-settings.ts +1 -1
- package/src/plugins/builtin/analytics/pane-model.ts +1 -1
- package/src/plugins/builtin/analytics/view.tsx +1 -1
- package/src/plugins/builtin/broker-manager/index.test.tsx +3 -2
- package/src/plugins/builtin/broker-manager/model.test.ts +2 -2
- package/src/plugins/builtin/chart-composer/catalog-inventory.ts +16 -2
- package/src/plugins/builtin/chart-composer/pane.tsx +22 -8
- package/src/plugins/builtin/chat/content/composer.tsx +8 -4
- package/src/plugins/builtin/cloud/auth-dialog.tsx +14 -228
- package/src/plugins/builtin/cloud/auth-form.tsx +277 -0
- package/src/plugins/builtin/cloud/plugin.tsx +1 -0
- package/src/plugins/builtin/composite-plugins.ts +14 -1
- package/src/plugins/builtin/correlation/relationship/model.ts +1 -1
- package/src/plugins/builtin/correlation/relationship/pane.tsx +2 -6
- package/src/plugins/builtin/correlation/relationship/view-model.ts +2 -2
- package/src/plugins/builtin/credit-conditions/index.test.tsx +12 -6
- package/src/plugins/builtin/credit-conditions/index.tsx +2 -21
- package/src/plugins/builtin/dividend-yield/index.tsx +1 -0
- package/src/plugins/builtin/dividend-yield/pane.tsx +1 -1
- package/src/plugins/builtin/earnings-calls/data.ts +223 -0
- package/src/plugins/builtin/earnings-calls/format.ts +49 -0
- package/src/plugins/builtin/earnings-calls/index.tsx +69 -0
- package/src/plugins/builtin/earnings-calls/pane.tsx +756 -0
- package/src/plugins/builtin/earnings-calls/prose.test.ts +36 -0
- package/src/plugins/builtin/earnings-calls/prose.ts +59 -0
- package/src/plugins/builtin/earnings-calls/transcript-view.tsx +334 -0
- package/src/plugins/builtin/econ/detail-view.tsx +1 -2
- package/src/plugins/builtin/econ/fred-series-map.ts +16 -1
- package/src/plugins/builtin/econ/index.tsx +2 -1
- package/src/plugins/builtin/econ-statistics/cache.ts +4 -0
- package/src/plugins/builtin/econ-statistics/client.ts +92 -0
- package/src/plugins/builtin/econ-statistics/defs.ts +66 -0
- package/src/plugins/builtin/econ-statistics/detail.tsx +154 -0
- package/src/plugins/builtin/econ-statistics/headless.test.ts +54 -0
- package/src/plugins/builtin/econ-statistics/headless.ts +171 -0
- package/src/plugins/builtin/econ-statistics/index.tsx +54 -0
- package/src/plugins/builtin/econ-statistics/pane.tsx +356 -0
- package/src/plugins/builtin/econ-statistics/stats.ts +522 -0
- package/src/plugins/builtin/econ-statistics/transform.test.ts +86 -0
- package/src/plugins/builtin/econ-statistics/transform.ts +85 -0
- package/src/plugins/builtin/econ-statistics/trend.ts +57 -0
- package/src/plugins/builtin/econ-statistics/view.ts +90 -0
- package/src/plugins/builtin/fear-greed/charts.tsx +7 -18
- package/src/plugins/builtin/fear-greed/data.ts +6 -1
- package/src/plugins/builtin/help/index.tsx +4 -0
- package/src/plugins/builtin/holders/index.tsx +1 -0
- package/src/plugins/builtin/insider/index.tsx +1 -0
- package/src/plugins/builtin/kelly-sizer/pane.tsx +1 -1
- package/src/plugins/builtin/kelly-sizer/sections.tsx +2 -3
- package/src/plugins/builtin/market-valuation/align.ts +122 -0
- package/src/plugins/builtin/market-valuation/cache.ts +32 -0
- package/src/plugins/builtin/market-valuation/chart-projection.ts +217 -0
- package/src/plugins/builtin/market-valuation/chart-series.ts +89 -0
- package/src/plugins/builtin/market-valuation/client.test.ts +141 -0
- package/src/plugins/builtin/market-valuation/client.ts +116 -0
- package/src/plugins/builtin/market-valuation/defs.ts +251 -0
- package/src/plugins/builtin/market-valuation/detail.tsx +159 -0
- package/src/plugins/builtin/market-valuation/headless.test.ts +58 -0
- package/src/plugins/builtin/market-valuation/headless.ts +170 -0
- package/src/plugins/builtin/market-valuation/index.tsx +64 -0
- package/src/plugins/builtin/market-valuation/indicators.ts +422 -0
- package/src/plugins/builtin/market-valuation/model.test.ts +350 -0
- package/src/plugins/builtin/market-valuation/model.ts +8 -0
- package/src/plugins/builtin/market-valuation/pane.test.tsx +247 -0
- package/src/plugins/builtin/market-valuation/pane.tsx +344 -0
- package/src/plugins/builtin/market-valuation/series.ts +12 -0
- package/src/plugins/builtin/market-valuation/settings.ts +38 -0
- package/src/plugins/builtin/market-valuation/sources.ts +130 -0
- package/src/plugins/builtin/market-valuation/trend.ts +89 -0
- package/src/plugins/builtin/market-valuation/view.ts +137 -0
- package/src/plugins/builtin/market-valuation/zone-scale/desktop.tsx +123 -0
- package/src/plugins/builtin/market-valuation/zone-scale/index.tsx +12 -0
- package/src/plugins/builtin/market-valuation/zone-scale/model.ts +60 -0
- package/src/plugins/builtin/market-valuation/zone-scale/terminal.tsx +94 -0
- package/src/plugins/builtin/news/wire/breaking/filters.test.ts +99 -0
- package/src/plugins/builtin/news/wire/breaking/filters.ts +110 -0
- package/src/plugins/builtin/news/wire/breaking/notifications.test.ts +157 -53
- package/src/plugins/builtin/news/wire/breaking/notifications.ts +91 -25
- package/src/plugins/builtin/news/wire/index.tsx +31 -44
- package/src/plugins/builtin/options/index.tsx +1 -0
- package/src/plugins/builtin/options/view.test.tsx +29 -1
- package/src/plugins/builtin/options/view.tsx +1 -22
- package/src/plugins/builtin/plugin-marketplace/feed.ts +80 -0
- package/src/plugins/builtin/plugin-marketplace/index.tsx +31 -0
- package/src/plugins/builtin/plugin-marketplace/model.test.ts +200 -0
- package/src/plugins/builtin/plugin-marketplace/model.ts +204 -0
- package/src/plugins/builtin/plugin-marketplace/pane.tsx +385 -0
- package/src/plugins/builtin/plugin-marketplace/store.ts +46 -0
- package/src/plugins/builtin/plugin-module.ts +9 -1
- package/src/plugins/builtin/research/index.tsx +4 -0
- package/src/plugins/builtin/research-search/command-bar-search.test.ts +81 -0
- package/src/plugins/builtin/research-search/command-bar-search.ts +175 -0
- package/src/plugins/builtin/research-search/data.ts +109 -0
- package/src/plugins/builtin/research-search/document-view.test.tsx +75 -0
- package/src/plugins/builtin/research-search/document-view.tsx +254 -0
- package/src/plugins/builtin/research-search/filter-bar.tsx +62 -0
- package/src/plugins/builtin/research-search/focus-handoff.ts +47 -0
- package/src/plugins/builtin/research-search/index.tsx +85 -0
- package/src/plugins/builtin/research-search/model.test.ts +40 -0
- package/src/plugins/builtin/research-search/model.ts +291 -0
- package/src/plugins/builtin/research-search/pane.test.tsx +241 -0
- package/src/plugins/builtin/research-search/pane.tsx +678 -0
- package/src/plugins/builtin/research-search/saved-view.tsx +171 -0
- package/src/plugins/builtin/research-search/snippet-text.tsx +35 -0
- package/src/plugins/builtin/research-search/snippet.test.ts +78 -0
- package/src/plugins/builtin/research-search/snippet.ts +134 -0
- package/src/plugins/builtin/scanner/flow-model.test.ts +11 -1
- package/src/plugins/builtin/scanner/flow-model.ts +29 -1
- package/src/plugins/builtin/scanner/flow-pane.tsx +78 -22
- package/src/plugins/builtin/sec/index.tsx +1 -0
- package/src/plugins/builtin/shared/series-cache.ts +93 -0
- package/src/plugins/builtin/short-interest/index.tsx +1 -0
- package/src/plugins/builtin/short-interest/pane.tsx +1 -1
- package/src/plugins/builtin/thirteenf/index.tsx +1 -0
- package/src/plugins/builtin/ticker-detail/index.tsx +0 -14
- package/src/plugins/builtin/ticker-detail/overview-tab.tsx +1 -1
- package/src/plugins/builtin/volatility/index.tsx +1 -1
- package/src/plugins/builtin/world-venue-map/map.desktop.test.tsx +106 -0
- package/src/plugins/builtin/world-venue-map/map.tsx +213 -69
- package/src/plugins/builtin/world-venue-map/model.test.ts +32 -0
- package/src/plugins/builtin/world-venue-map/model.ts +134 -13
- package/src/plugins/builtin/yield-curve/index.tsx +1 -1
- package/src/plugins/bundle.test.ts +109 -0
- package/src/plugins/bundle.ts +139 -0
- package/src/plugins/catalog-browser.test.ts +1 -0
- package/src/plugins/catalog-browser.ts +10 -0
- package/src/plugins/catalog-manifest.test.ts +43 -0
- package/src/plugins/catalog-manifest.ts +92 -0
- package/src/plugins/catalog-ui.ts +20 -4
- package/src/plugins/catalog.ts +9 -2
- package/src/plugins/current-target.ts +28 -0
- package/src/plugins/host-contract.ts +37 -0
- package/src/plugins/host-link.ts +158 -0
- package/src/plugins/host-modules.ts +61 -0
- package/src/plugins/loader.ts +41 -22
- package/src/plugins/ownership.ts +1 -0
- package/src/plugins/prediction-markets/index.tsx +1 -0
- package/src/plugins/registry/context.ts +3 -0
- package/src/plugins/registry/contributions.ts +27 -0
- package/src/plugins/registry/index.test.ts +25 -0
- package/src/plugins/registry/index.ts +8 -0
- package/src/plugins/registry/pane-settings.ts +6 -13
- package/src/plugins/seed.test.ts +83 -0
- package/src/plugins/seed.ts +80 -0
- package/src/public/broker.ts +31 -0
- package/src/public/market-data.ts +9 -0
- package/src/public/pane-hooks.ts +57 -0
- package/src/public/public-api.test.ts +285 -0
- package/src/public/react.ts +62 -0
- package/src/public/test-support.ts +23 -0
- package/src/public/time-series.ts +8 -0
- package/src/public/utils.ts +77 -0
- package/src/remote/layout-helpers.ts +6 -8
- package/src/remote/resources.ts +2 -0
- package/src/remote/schema.ts +1 -0
- package/src/remote/semantic-tree.test.tsx +105 -0
- package/src/remote/semantic-tree.tsx +53 -35
- package/src/renderers/browser/main.tsx +6 -0
- package/src/renderers/cloudflare/worker.test.ts +19 -0
- package/src/renderers/cloudflare/worker.ts +1 -1
- package/src/renderers/electrobun/bun/external-plugins.ts +140 -0
- package/src/renderers/electrobun/bun/index.ts +5 -2
- package/src/renderers/electrobun/shared/protocol.ts +21 -0
- package/src/renderers/electrobun/view/build-assets.ts +0 -1
- package/src/renderers/electrobun/view/cli-pane-shot-entry.tsx +51 -1
- package/src/renderers/electrobun/view/external-plugins.test.ts +45 -0
- package/src/renderers/electrobun/view/external-plugins.ts +63 -0
- package/src/renderers/electrobun/view/host/ascii-text.test.ts +48 -0
- package/src/renderers/electrobun/view/host/ascii-text.ts +11 -1
- package/src/renderers/electrobun/view/host/chart-surface.tsx +38 -32
- package/src/renderers/electrobun/view/host/mouse.ts +16 -2
- package/src/renderers/electrobun/view/main.tsx +27 -2
- package/src/renderers/electrobun/view/styles.css +5 -0
- package/src/renderers/electrobun/view/toast-host.tsx +18 -0
- package/src/renderers/opentui/chart-surface.tsx +5 -1
- package/src/renderers/opentui/host.tsx +16 -2
- package/src/renderers/opentui/interaction-performance.test.ts +79 -0
- package/src/renderers/opentui/interaction-performance.ts +188 -0
- package/src/renderers/opentui/start.tsx +26 -1
- package/src/renderers/opentui/test-utils.tsx +13 -0
- package/src/renderers/opentui/toast-host.tsx +26 -2
- package/src/renderers/opentui/ui-host.tsx +1 -0
- package/src/sources/provider-router/search.test.ts +191 -0
- package/src/sources/provider-router/search.ts +92 -39
- package/src/state/app/context/index.tsx +2 -0
- package/src/state/app/context/selector.test.tsx +33 -1
- package/src/state/hooks/quote-streaming.test.tsx +93 -0
- package/src/state/hooks/quote-streaming.ts +106 -30
- package/src/state/pane-table-export-registry.ts +19 -0
- package/src/theme/color-utils.ts +1 -1
- package/src/theme/colors.ts +50 -0
- package/src/theme/themes.test.ts +15 -2
- package/src/theme/themes.ts +19 -1
- package/src/tickers/search/index.test.ts +26 -0
- package/src/tickers/search/index.ts +42 -17
- package/src/tickers/search/ranking.ts +14 -0
- package/src/time-series/chart-data.test.ts +216 -0
- package/src/time-series/resolution.test.ts +25 -26
- package/src/time-series/resolution.ts +41 -10
- package/src/time-series/resolve.ts +7 -0
- package/src/time-series/types.ts +3 -1
- package/src/time-series/use-chart-resolution.ts +5 -0
- package/src/types/config.ts +123 -3
- package/src/types/data-provider.ts +11 -0
- package/src/types/headless.ts +161 -0
- package/src/types/plugin.ts +102 -0
- package/src/ui/host.tsx +12 -1
- package/src/ui/index.tsx +1 -0
- package/src/ui/toast.tsx +8 -4
- package/src/utils/format.ts +35 -0
- package/src/utils/fuzzy-search.test.ts +94 -0
- package/src/utils/fuzzy-search.ts +81 -22
- package/src/utils/shortcut-labels.ts +14 -0
- package/src/components/chart/core/axis-format.ts +0 -157
- package/src/components/chart/core/index.test.ts +0 -1075
- package/src/components/chart/core/projection.ts +0 -357
- package/src/components/chart/core/render-utils.ts +0 -4
- package/src/components/chart/core/renderer.ts +0 -244
- package/src/components/chart/core/scene.ts +0 -180
- package/src/components/chart/core/time-axis.ts +0 -330
- package/src/components/chart/cursor-motion.ts +0 -47
- package/src/components/chart/indicators/types.ts +0 -26
- package/src/components/chart/market-session.ts +0 -176
- package/src/components/chart/multi-line/renderer.test.ts +0 -83
- package/src/components/chart/multi-line/renderer.ts +0 -161
- package/src/components/chart/multi-line/scene.ts +0 -188
- package/src/components/chart/native/raster/layout.ts +0 -129
- package/src/components/chart/native/raster/price-chart.ts +0 -244
- package/src/components/chart/rendering/chart-draw.ts +0 -270
- package/src/components/chart/rendering/geometry.ts +0 -95
- package/src/components/chart/rendering/pixel-buffer.ts +0 -267
- package/src/components/chart/scatter-chart-renderer.test.ts +0 -31
- package/src/components/chart/scatter-chart-renderer.ts +0 -223
- package/src/components/chart/static/chart/surface.tsx +0 -358
- package/src/components/command-bar/routes/root/article-results.test.ts +0 -83
- package/src/components/command-bar/routes/root/article-results.ts +0 -55
- package/src/plugins/builtin/news/wire/article-search.test.ts +0 -72
- package/src/plugins/builtin/news/wire/article-search.ts +0 -140
- package/src/plugins/builtin/substack/api/auth.ts +0 -185
- package/src/plugins/builtin/substack/api/cache.ts +0 -82
- package/src/plugins/builtin/substack/api/loaders.ts +0 -170
- package/src/plugins/builtin/substack/api/store.ts +0 -186
- package/src/plugins/builtin/substack/api/types.ts +0 -42
- package/src/plugins/builtin/substack/api.test.ts +0 -298
- package/src/plugins/builtin/substack/article-detail.tsx +0 -397
- package/src/plugins/builtin/substack/article-stack.tsx +0 -133
- package/src/plugins/builtin/substack/content.ts +0 -478
- package/src/plugins/builtin/substack/feed-tabs.tsx +0 -44
- package/src/plugins/builtin/substack/index.tsx +0 -49
- package/src/plugins/builtin/substack/login-view.tsx +0 -126
- package/src/plugins/builtin/substack/model.test.ts +0 -155
- package/src/plugins/builtin/substack/normalize.ts +0 -343
- package/src/plugins/builtin/substack/pane-footer.ts +0 -52
- package/src/plugins/builtin/substack/pane-state.ts +0 -170
- package/src/plugins/builtin/substack/pane.tsx +0 -547
- package/src/plugins/builtin/substack/read-state.ts +0 -30
- package/src/plugins/builtin/substack/table.ts +0 -111
- package/src/plugins/builtin/substack/types.ts +0 -71
- package/src/plugins/builtin/substack/utils.ts +0 -131
- package/src/plugins/builtin/ticker-detail/data-panes/provider-search.tsx +0 -229
- package/src/plugins/ibkr/account-cache.test.ts +0 -102
- package/src/plugins/ibkr/account-cache.ts +0 -24
- package/src/plugins/ibkr/broker-adapter.ts +0 -286
- package/src/plugins/ibkr/config.test.ts +0 -79
- package/src/plugins/ibkr/config.ts +0 -250
- package/src/plugins/ibkr/dialogs.tsx +0 -40
- package/src/plugins/ibkr/flex/index.test.ts +0 -264
- package/src/plugins/ibkr/flex/index.ts +0 -367
- package/src/plugins/ibkr/flex/statement-client.ts +0 -235
- package/src/plugins/ibkr/fundamental-parser.ts +0 -149
- package/src/plugins/ibkr/gateway/account-loaders.ts +0 -266
- package/src/plugins/ibkr/gateway/account-summary.ts +0 -164
- package/src/plugins/ibkr/gateway/client-lock.ts +0 -154
- package/src/plugins/ibkr/gateway/connection-events.ts +0 -114
- package/src/plugins/ibkr/gateway/connection.ts +0 -152
- package/src/plugins/ibkr/gateway/contracts.ts +0 -132
- package/src/plugins/ibkr/gateway/fundamentals.ts +0 -83
- package/src/plugins/ibkr/gateway/helpers.ts +0 -33
- package/src/plugins/ibkr/gateway/history-requests.ts +0 -158
- package/src/plugins/ibkr/gateway/history.ts +0 -120
- package/src/plugins/ibkr/gateway/instrument-lookup.ts +0 -117
- package/src/plugins/ibkr/gateway/market-data.ts +0 -345
- package/src/plugins/ibkr/gateway/order-execution.ts +0 -218
- package/src/plugins/ibkr/gateway/orders.ts +0 -63
- package/src/plugins/ibkr/gateway/price-normalization.test.ts +0 -44
- package/src/plugins/ibkr/gateway/price-normalization.ts +0 -50
- package/src/plugins/ibkr/gateway/quote-stream-controller.ts +0 -203
- package/src/plugins/ibkr/gateway/quote-stream.ts +0 -171
- package/src/plugins/ibkr/gateway/selection.ts +0 -51
- package/src/plugins/ibkr/gateway/service/index.test.ts +0 -675
- package/src/plugins/ibkr/gateway/service/index.ts +0 -429
- package/src/plugins/ibkr/gateway/service/lifecycle.ts +0 -191
- package/src/plugins/ibkr/gateway/service/manager.ts +0 -52
- package/src/plugins/ibkr/gateway/service/market-data.ts +0 -48
- package/src/plugins/ibkr/gateway/service/native-loader.ts +0 -12
- package/src/plugins/ibkr/gateway/service/native.ts +0 -543
- package/src/plugins/ibkr/gateway/timeouts.ts +0 -13
- package/src/plugins/ibkr/gateway/types.ts +0 -27
- package/src/plugins/ibkr/index.test.tsx +0 -162
- package/src/plugins/ibkr/index.tsx +0 -159
- package/src/plugins/ibkr/instance-selection.test.ts +0 -120
- package/src/plugins/ibkr/instance-selection.ts +0 -36
- package/src/plugins/ibkr/portfolio-performance.test.ts +0 -32
- package/src/plugins/ibkr/portfolio-performance.ts +0 -129
- package/src/plugins/ibkr/trade/badge.tsx +0 -28
- package/src/plugins/ibkr/trade/dialogs.tsx +0 -44
- package/src/plugins/ibkr/trade/preview-panel.tsx +0 -130
- package/src/plugins/ibkr/trade/tab/actions.tsx +0 -443
- package/src/plugins/ibkr/trade/tab/field-editors.tsx +0 -79
- package/src/plugins/ibkr/trade/tab/footer.ts +0 -53
- package/src/plugins/ibkr/trade/tab/header.tsx +0 -167
- package/src/plugins/ibkr/trade/tab/index.test.tsx +0 -178
- package/src/plugins/ibkr/trade/tab/index.tsx +0 -298
- package/src/plugins/ibkr/trade/tab/model.ts +0 -159
- package/src/plugins/ibkr/trade/tab/order-request.ts +0 -64
- package/src/plugins/ibkr/trade/tab/shortcuts.ts +0 -89
- package/src/plugins/ibkr/trade/tab/state-sync.ts +0 -86
- package/src/plugins/ibkr/trade/ticket-panel.tsx +0 -301
- package/src/plugins/ibkr/trade/utils.test.ts +0 -175
- package/src/plugins/ibkr/trade/utils.ts +0 -144
- package/src/plugins/ibkr/trading/pane-view.tsx +0 -237
- package/src/plugins/ibkr/trading/pane.tsx +0 -332
- package/src/plugins/ibkr/trading/state.test.ts +0 -109
- package/src/plugins/ibkr/trading/state.ts +0 -335
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import { describe, expect, test } from "bun:test";
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import { createDefaultConfig, type AppConfig, type BrokerInstanceConfig } from "../../types/config";
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import type { CommandDef, GloomPluginContext, TickerAction } from "../../types/plugin";
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import type { TickerRecord } from "../../types/ticker";
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import { ibkrPlugin } from "./index";
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function createTicker(symbol: string): TickerRecord {
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return {
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metadata: {
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ticker: symbol,
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exchange: "NASDAQ",
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currency: "USD",
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name: symbol,
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portfolios: [],
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watchlists: [],
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positions: [],
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custom: {},
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tags: [],
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},
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};
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}
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function createGatewayInstance(): BrokerInstanceConfig {
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return {
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id: "ibkr-paper",
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brokerType: "ibkr",
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label: "Paper",
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connectionMode: "gateway",
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config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } },
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enabled: true,
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};
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}
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function createFlexInstance(): BrokerInstanceConfig {
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id: "ibkr-flex",
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brokerType: "ibkr",
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label: "Flex",
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connectionMode: "flex",
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config: { connectionMode: "flex", flex: { token: "token", queryId: "query" } },
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enabled: true,
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};
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}
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function createConfig(brokerInstances: BrokerInstanceConfig[] = []): AppConfig {
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return {
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...createDefaultConfig("/tmp/gloomberb-test"),
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brokerInstances,
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};
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}
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function setupIbkrPlugin(config: AppConfig) {
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const commands: CommandDef[] = [];
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const tickerActions: TickerAction[] = [];
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const toasts: string[] = [];
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const switchedPanels: string[] = [];
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const switchedTabs: string[] = [];
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const tickers = new Map<string, TickerRecord>([["AAPL", createTicker("AAPL")]]);
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const ctx = {
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registerPane: () => {},
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registerPaneTemplate: () => {},
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registerCommand: (command: CommandDef) => { commands.push(command); },
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registerColumn: () => {},
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registerBroker: () => {},
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registerCapability: () => {},
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registerTickerResearchTab: () => {},
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registerShortcut: () => {},
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registerTickerAction: (action: TickerAction) => { tickerActions.push(action); },
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getData: () => null,
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getTicker: (symbol: string) => tickers.get(symbol) ?? null,
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getConfig: () => config,
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getPaneDef: () => undefined,
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persistence: {} as any,
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storage: {} as any,
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marketData: {} as any,
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tickerRepository: {} as any,
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log: {
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info: () => {},
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warn: () => {},
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error: () => {},
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debug: () => {},
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},
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resume: {
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getState: () => null,
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setState: () => {},
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deleteState: () => {},
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getPaneState: () => null,
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setPaneState: () => {},
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deletePaneState: () => {},
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},
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configState: {
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get: () => null,
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set: async () => {},
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delete: async () => {},
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keys: () => [],
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},
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createBrokerInstance: async () => { throw new Error("unused"); },
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updateBrokerInstance: async () => {},
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syncBrokerInstance: async () => {},
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removeBrokerInstance: async () => {},
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selectTicker: () => {},
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switchPanel: (panel: "left" | "right") => { switchedPanels.push(panel); },
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switchTab: (tabId: string) => { switchedTabs.push(tabId); },
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openCommandBar: () => {},
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showPane: () => {},
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createPaneFromTemplate: () => {},
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hidePane: () => {},
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focusPane: () => {},
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pinTicker: () => {},
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on: () => () => {},
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emit: () => {},
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notify: ({ body }: { body: string }) => { toasts.push(body); },
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} satisfies GloomPluginContext;
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void ibkrPlugin.setup?.(ctx);
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return { commands, tickerActions, toasts, switchedPanels, switchedTabs, ticker: tickers.get("AAPL")! };
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}
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describe("IBKR trade entry points", () => {
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test("hides the Trade action when no IBKR gateway profile is configured", () => {
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const { tickerActions, ticker } = setupIbkrPlugin(createConfig());
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const tradeAction = tickerActions.find((action) => action.id === "ibkr-trade");
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expect(tradeAction).toBeDefined();
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expect(tradeAction?.filter?.(ticker)).toBe(false);
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});
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test("hides the Trade action and trading commands for flex-only setups", () => {
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const { commands, tickerActions, ticker } = setupIbkrPlugin(createConfig([createFlexInstance()]));
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const tradeAction = tickerActions.find((action) => action.id === "ibkr-trade");
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const openTrading = commands.find((command) => command.id === "ibkr-open-trading");
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const buySelected = commands.find((command) => command.id === "ibkr-buy-selected");
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const sellSelected = commands.find((command) => command.id === "ibkr-sell-selected");
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expect(tradeAction?.filter?.(ticker)).toBe(false);
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expect(openTrading?.hidden?.()).toBe(true);
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expect(buySelected?.hidden?.()).toBe(true);
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expect(sellSelected?.hidden?.()).toBe(true);
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});
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test("allows the Trade action when a gateway profile exists", () => {
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const { tickerActions, ticker } = setupIbkrPlugin(createConfig([createGatewayInstance()]));
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const tradeAction = tickerActions.find((action) => action.id === "ibkr-trade");
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expect(tradeAction?.filter?.(ticker)).toBe(true);
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});
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test("shows a clear message and does not navigate when Open Trading is executed without a gateway profile", async () => {
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const { commands, switchedPanels, switchedTabs, toasts } = setupIbkrPlugin(createConfig());
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const openTrading = commands.find((command) => command.id === "ibkr-open-trading");
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expect(openTrading).toBeDefined();
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await openTrading!.execute();
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expect(toasts).toEqual(["Connect a Gateway / TWS IBKR profile first."]);
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expect(switchedPanels).toHaveLength(0);
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expect(switchedTabs).toHaveLength(0);
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});
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});
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@@ -1,159 +0,0 @@
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import type { GloomPlugin, GloomPluginContext } from "../../types/plugin";
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import { ibkrBroker } from "./broker-adapter";
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import { buildPersistedIbkrGatewayConfig } from "./config";
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import { ibkrGatewayManager, setResolvedIbkrGatewayListener } from "./gateway/service";
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import {
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getTradeTicketState,
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7
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getTradingPaneState,
|
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prefillTradeFromTicker,
|
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removeBrokerInstanceFromTradingState,
|
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} from "./trading/state";
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import { getConfiguredIbkrGatewayInstances } from "./instance-selection";
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import { hasIbkrTradingProfiles } from "./trade/utils";
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import { TradeTab } from "./trade/tab";
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import { TradingPane } from "./trading/pane";
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15
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|
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16
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let lastSelectedTickerSymbol: string | null = null;
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function ensureIbkrTradingProfile(ctx: GloomPluginContext): boolean {
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if (hasIbkrTradingProfiles(ctx.getConfig())) return true;
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ctx.notify({ body: "Connect a Gateway / TWS IBKR profile first.", type: "info" });
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return false;
|
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}
|
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|
-
|
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24
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function openTradeForSymbol(
|
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ctx: GloomPluginContext,
|
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26
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-
symbol: string,
|
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27
|
-
action?: "BUY" | "SELL",
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) {
|
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29
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const ticker = ctx.getTicker(symbol);
|
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30
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if (!ticker) return;
|
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|
-
|
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32
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if (action) {
|
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33
|
-
prefillTradeFromTicker(ticker, action);
|
|
34
|
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} 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
|
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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
|
-
});
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});
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@@ -1,129 +0,0 @@
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1
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import type { ResourceStore } from "../../data/resource-store";
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import type { BrokerInstanceConfig } from "../../types/config";
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import type { CachePolicy } from "../../types/persistence";
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import type { BrokerPortfolioPerformance } from "../../types/trading";
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import { debugLog } from "../../utils/debug-log";
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import { loadFlexStatement, parseFlexPortfolioPerformance } from "./flex";
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import { normalizeIbkrConfig } from "./config";
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import { fnv1aHashString } from "../../utils/hash";
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const PERFORMANCE_LOG = debugLog.createLogger("ibkr-performance");
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const PERFORMANCE_CACHE_KIND = "portfolio-performance";
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const PERFORMANCE_CACHE_SCHEMA_VERSION = 1;
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const PERFORMANCE_CACHE_POLICY = {
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staleMs: 15 * 60 * 1000,
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expireMs: 90 * 24 * 60 * 60 * 1000,
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} as const satisfies CachePolicy;
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let resourceStore: ResourceStore | null = null;
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export function setIbkrPortfolioPerformanceResourceStore(store: ResourceStore | null): void {
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resourceStore = store;
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}
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function cacheKey(instance: BrokerInstanceConfig, accountId: string): string {
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return `${instance.id}:${accountId}`;
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}
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function cacheSourceKey(instance: BrokerInstanceConfig): string {
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const config = normalizeIbkrConfig(instance.config);
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return fnv1aHashString(JSON.stringify({
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connectionMode: config.connectionMode,
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flexQueryId: config.flex.queryId,
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flexEndpoint: config.flex.endpoint,
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}));
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}
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36
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function normalizeCachedPerformance(
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value: BrokerPortfolioPerformance | undefined,
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stale: boolean,
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): BrokerPortfolioPerformance | null {
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if (!value || value.source !== "flex") return null;
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return { ...value, stale };
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43
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}
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44
|
-
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45
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function readCachedPerformance(
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instance: BrokerInstanceConfig,
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accountId: string,
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allowExpired = false,
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49
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): BrokerPortfolioPerformance | null {
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50
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const record = resourceStore?.get<BrokerPortfolioPerformance>({
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51
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namespace: "plugin:ibkr",
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kind: PERFORMANCE_CACHE_KIND,
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entityKey: cacheKey(instance, accountId),
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54
|
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sourceKey: cacheSourceKey(instance),
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55
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}, {
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56
|
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schemaVersion: PERFORMANCE_CACHE_SCHEMA_VERSION,
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57
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allowExpired,
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58
|
-
});
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59
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-
return normalizeCachedPerformance(record?.value, Boolean(record && (record.stale || record.expired)));
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60
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}
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61
|
-
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62
|
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function readAnyCachedPerformance(
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63
|
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instance: BrokerInstanceConfig,
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|
64
|
-
accountId: string,
|
|
65
|
-
allowExpired = false,
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66
|
-
): BrokerPortfolioPerformance | null {
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67
|
-
const records = resourceStore?.list<BrokerPortfolioPerformance>({
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68
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-
namespace: "plugin:ibkr",
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69
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kind: PERFORMANCE_CACHE_KIND,
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70
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entityKey: cacheKey(instance, accountId),
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71
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-
}, {
|
|
72
|
-
schemaVersion: PERFORMANCE_CACHE_SCHEMA_VERSION,
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73
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-
allowExpired,
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|
74
|
-
});
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75
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-
return normalizeCachedPerformance(records?.[0]?.value, true);
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76
|
-
}
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77
|
-
|
|
78
|
-
function writeCachedPerformance(
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|
79
|
-
instance: BrokerInstanceConfig,
|
|
80
|
-
accountId: string,
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|
81
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-
performance: BrokerPortfolioPerformance,
|
|
82
|
-
): void {
|
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83
|
-
resourceStore?.set<BrokerPortfolioPerformance>({
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|
84
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-
namespace: "plugin:ibkr",
|
|
85
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-
kind: PERFORMANCE_CACHE_KIND,
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86
|
-
entityKey: cacheKey(instance, accountId),
|
|
87
|
-
sourceKey: cacheSourceKey(instance),
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|
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
|
-
}
|