gloomberb 0.11.3 → 0.12.0

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

@@ -1,53 +0,0 @@
-import { usePaneFooter } from "../../../../components";
-import type { TickerRecord } from "../../../../types/ticker";
-import type { TradeTicketState } from "../../trading/state";
-import type { TradeTabActions } from "./actions";
-
-/**
- * Ticket status (next step, capture state, last message) lives in the tab header,
- * which shows it untruncated and interactively, so the footer only carries actions.
- */
-export function useTradeTabFooter({
-  actions,
-  canEnterOrder,
-  showLimit,
-  showStop,
-  symbol,
-  ticketState,
-  ticker,
-}: {
-  actions: TradeTabActions;
-  /** False until a broker profile and account are picked, so order fields cannot be edited yet. */
-  canEnterOrder: boolean;
-  showLimit: boolean;
-  showStop: boolean;
-  symbol: string | null;
-  ticketState: TradeTicketState;
-  ticker: TickerRecord | null;
-}) {
-  usePaneFooter("ibkr-trade", () => ({
-    hints: [
-      ...(!ticketState.busy ? [
-        { id: "profile", key: "i", label: "profile", onPress: () => actions.chooseBrokerInstance().catch(() => {}) },
-        { id: "account", key: "a", label: "ccount", onPress: () => actions.chooseAccount().catch(() => {}) },
-      ] : []),
-      ...(!ticketState.busy && canEnterOrder && symbol && ticker ? [
-        { id: "side", key: "b/v", label: "side", onPress: actions.toggleSide },
-        { id: "quantity", key: "q", label: "ty", onPress: () => actions.editQuantity().catch(() => {}) },
-        { id: "type", key: "t", label: "ype", onPress: () => actions.editOrderType().catch(() => {}) },
-        ...(showLimit ? [{ id: "limit", key: "l", label: "imit", onPress: () => actions.editLimitPrice().catch(() => {}) }] : []),
-        ...(showStop ? [{ id: "stop", key: "x", label: "stop", onPress: () => actions.editStopPrice().catch(() => {}) }] : []),
-        { id: "preview", key: "p", label: "review", onPress: () => actions.previewOrder().catch(() => {}) },
-      ] : []),
-    ],
-  }), [
-    actions,
-    canEnterOrder,
-    showLimit,
-    showStop,
-    symbol,
-    ticketState.busy,
-    ticketState.draft,
-    ticker,
-  ]);
-}

package/src/plugins/ibkr/trade/tab/header.tsx

@@ -1,167 +0,0 @@
-import { Button } from "../../../../components/ui/button";
-import { Box, Text } from "../../../../ui";
-import { TextAttributes } from "../../../../ui";
-import { colors } from "../../../../theme/colors";
-import type { TickerFinancials } from "../../../../types/financials";
-import type { TickerRecord } from "../../../../types/ticker";
-import type { BrokerAccount } from "../../../../types/trading";
-import { formatCurrency } from "../../../../utils/format";
-import { TradeBadge } from "../badge";
-import {
-  formatQuoteSummary,
-  getTradeTonePalette,
-  truncateTradeText as truncateText,
-  type TradeTone,
-} from "../utils";
-
-function TradeSummaryPill({
-  id,
-  label,
-  value,
-  tone = "neutral",
-  onPress,
-}: {
-  id: string;
-  label: string;
-  value: string;
-  tone?: TradeTone;
-  onPress?: () => void;
-}) {
-  const palette = getTradeTonePalette(tone);
-
-  return (
-    <Box
-      key={id}
-      height={1}
-      flexDirection="row"
-      backgroundColor={palette.background}
-      paddingX={1}
-      marginRight={1}
-      onMouseDown={onPress}
-    >
-      <Text fg={tone === "neutral" ? colors.textDim : palette.text}>{label}</Text>
-      <Text fg={palette.text} attributes={TextAttributes.BOLD}>{` ${value}`}</Text>
-    </Box>
-  );
-}
-
-export function TradeTabHeader({
-  ticker,
-  financials,
-  profileLabel,
-  isGatewayMode,
-  connectionTone,
-  currentAccountId,
-  lockedBrokerInstanceId,
-  hasAccount,
-  activeAccount,
-  interactive,
-  nextStep,
-  workflowTone,
-  statusTone,
-  statusText,
-  busy,
-  hasError,
-  isSuccess,
-  onEnterInteractive,
-  onExitInteractive,
-  onChooseBrokerInstance,
-  onChooseAccount,
-  onRefresh,
-}: {
-  ticker: TickerRecord;
-  financials?: TickerFinancials | null;
-  profileLabel?: string;
-  isGatewayMode: boolean;
-  connectionTone: TradeTone;
-  currentAccountId?: string;
-  lockedBrokerInstanceId?: string;
-  hasAccount: boolean;
-  activeAccount?: BrokerAccount;
-  interactive: boolean;
-  nextStep: string;
-  workflowTone: TradeTone;
-  statusTone: TradeTone;
-  statusText: string;
-  busy: boolean;
-  hasError: boolean;
-  isSuccess: boolean;
-  onEnterInteractive: () => void;
-  onExitInteractive: () => void;
-  onChooseBrokerInstance: () => void;
-  onChooseAccount: () => void;
-  onRefresh: () => void;
-}) {
-  return (
-    <>
-      <Box flexDirection="row" flexWrap="wrap" justifyContent="space-between">
-        <Box flexDirection="column" marginBottom={1}>
-          <Box height={1} flexDirection="row">
-            <Text attributes={TextAttributes.BOLD} fg={colors.textBright}>{`Trade ${ticker.metadata.ticker}`}</Text>
-            {ticker.metadata.name && ticker.metadata.name !== ticker.metadata.ticker && (
-              <Text fg={colors.textDim}>{` · ${ticker.metadata.name}`}</Text>
-            )}
-          </Box>
-          <Box height={1}>
-            <Text fg={colors.textMuted}>
-              {formatQuoteSummary(financials?.quote, { assetCategory: ticker.metadata.assetCategory })}
-            </Text>
-          </Box>
-        </Box>
-
-        <Box flexDirection="row" flexWrap="wrap" justifyContent="flex-end">
-          <TradeBadge
-            label="Broker"
-            value={profileLabel ? `${profileLabel} ${isGatewayMode ? "Gateway" : "Flex"}` : "Select profile"}
-            tone={connectionTone}
-            onPress={() => {
-              onEnterInteractive();
-              onChooseBrokerInstance();
-            }}
-          />
-          <TradeBadge
-            label="Account"
-            value={currentAccountId || (lockedBrokerInstanceId ? "Locked" : "Select")}
-            tone={hasAccount ? "accent" : "neutral"}
-            onPress={() => {
-              onEnterInteractive();
-              onChooseAccount();
-            }}
-          />
-          <TradeBadge
-            label="Net Liq"
-            value={activeAccount ? formatCurrency(activeAccount.netLiquidation || 0, activeAccount.currency || "USD") : "—"}
-            tone="neutral"
-            onPress={activeAccount ? undefined : () => {
-              onEnterInteractive();
-              onChooseAccount();
-            }}
-          />
-        </Box>
-      </Box>
-
-      <Box flexDirection="row" flexWrap="wrap">
-        <TradeSummaryPill id="next" label="Next" value={nextStep} tone={workflowTone} />
-        <TradeSummaryPill
-          id="ticket"
-          label="Ticket"
-          value={interactive ? "Captured" : "Standby"}
-          tone={interactive ? "accent" : "neutral"}
-          onPress={() => (interactive ? onExitInteractive() : onEnterInteractive())}
-        />
-        <Button
-          label="Refresh"
-          variant="ghost"
-          disabled={busy}
-          onPress={onRefresh}
-        />
-      </Box>
-
-      <Box backgroundColor={getTradeTonePalette(statusTone).background} paddingX={1}>
-        <Text fg={hasError ? colors.negative : isSuccess ? colors.positive : colors.text}>
-          {truncateText(statusText, 160)}
-        </Text>
-      </Box>
-    </>
-  );
-}

package/src/plugins/ibkr/trade/tab/index.test.tsx

@@ -1,178 +0,0 @@
-import { afterEach, expect, test } from "bun:test";
-import { TestDialogProvider, testRender } from "../../../../renderers/opentui/test-utils";
-import { act } from "react";
-import {
-  AppContext,
-  PaneInstanceProvider,
-  createInitialState,
-} from "../../../../state/app/context";
-import { cloneLayout, createDefaultConfig, type AppConfig, type BrokerInstanceConfig } from "../../../../types/config";
-import type { TickerFinancials } from "../../../../types/financials";
-import type { TickerRecord } from "../../../../types/ticker";
-import { ibkrGatewayManager } from "../../gateway/service";
-import { TradeTab } from "./index";
-import {
-  clearTradingDraft,
-  prefillTradeFromTicker,
-} from "../../trading/state";
-
-const TEST_PANE_ID = "ticker-detail:trade-test";
-const TEST_INSTANCE_ID = "ibkr-paper";
-
-let testSetup: Awaited<ReturnType<typeof testRender>> | undefined;
-
-function createGatewayInstance(): BrokerInstanceConfig {
-  return {
-    id: TEST_INSTANCE_ID,
-    brokerType: "ibkr",
-    label: "Paper",
-    connectionMode: "gateway",
-    config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } },
-    enabled: true,
-  };
-}
-
-function createTradeConfig(symbol: string): AppConfig {
-  const config = createDefaultConfig("/tmp/gloomberb-trade-tab");
-  const layout = {
-    dockRoot: { kind: "pane" as const, instanceId: TEST_PANE_ID },
-    instances: [{
-      instanceId: TEST_PANE_ID,
-      paneId: "ticker-detail",
-      binding: { kind: "fixed" as const, symbol },
-    }],
-    floating: [],
-    detached: [],
-  };
-
-  return {
-    ...config,
-    brokerInstances: [createGatewayInstance()],
-    layout,
-    layouts: [{ name: "Default", layout: cloneLayout(layout) }],
-  };
-}
-
-function makeTicker(symbol: string, name = symbol): TickerRecord {
-  return {
-    metadata: {
-      ticker: symbol,
-      exchange: "NASDAQ",
-      currency: "USD",
-      name,
-      assetCategory: "STK",
-      portfolios: [],
-      watchlists: [],
-      positions: [],
-      custom: {},
-      tags: [],
-    },
-  };
-}
-
-function makeFinancials(): TickerFinancials {
-  return {
-    quote: {
-      symbol: "AMD",
-      price: 199.8,
-      currency: "USD",
-      change: -3.97,
-      changePercent: -1.95,
-      bid: 199.7,
-      ask: 199.9,
-      lastUpdated: Date.now(),
-    },
-    annualStatements: [],
-    quarterlyStatements: [],
-    priceHistory: [],
-  };
-}
-
-function stubGatewayRefresh(): void {
-  const service = ibkrGatewayManager.getService(TEST_INSTANCE_ID) as any;
-  service.connect = async () => {};
-  service.getAccounts = async () => [];
-  service.listOpenOrders = async () => [];
-  service.listExecutions = async () => [];
-}
-
-function TradeHarness({
-  config,
-  ticker,
-  financials,
-  brokerAccounts = {},
-}: {
-  config: AppConfig;
-  ticker: TickerRecord;
-  financials: TickerFinancials;
-  brokerAccounts?: Record<string, import("../../../../types/trading").BrokerAccount[]>;
-}) {
-  const state = createInitialState(config);
-  state.focusedPaneId = TEST_PANE_ID;
-  state.tickers = new Map([[ticker.metadata.ticker, ticker]]);
-  state.financials = new Map([[ticker.metadata.ticker, financials]]);
-  state.brokerAccounts = brokerAccounts;
-  const tradeTab = <TradeTab focused width={88} height={30} onCapture={() => {}} />;
-
-  return (
-    <TestDialogProvider>
-      <AppContext value={{ state, dispatch: () => {} }}>
-        <PaneInstanceProvider paneId={TEST_PANE_ID}>
-          {tradeTab}
-        </PaneInstanceProvider>
-      </AppContext>
-    </TestDialogProvider>
-  );
-}
-
-afterEach(async () => {
-  if (testSetup) {
-    await act(async () => {
-      testSetup!.renderer.destroy();
-    });
-    testSetup = undefined;
-  }
-  clearTradingDraft();
-  await ibkrGatewayManager.removeInstance(TEST_INSTANCE_ID);
-});
-
-test("prefills the only cached IBKR account when the live gateway snapshot is empty", async () => {
-  const config = createTradeConfig("AMD");
-  const ticker = makeTicker("AMD", "Advanced Micro Devices, Inc.");
-  const financials = makeFinancials();
-
-  clearTradingDraft();
-  stubGatewayRefresh();
-  prefillTradeFromTicker(ticker, "BUY");
-
-  await act(async () => {
-    testSetup = await testRender(
-      <TradeHarness
-        config={config}
-        ticker={ticker}
-        financials={financials}
-        brokerAccounts={{
-          [TEST_INSTANCE_ID]: [{
-            accountId: "DU123456",
-            name: "Main",
-            currency: "USD",
-            source: "gateway",
-            updatedAt: Date.now(),
-          }],
-        }}
-      />,
-      { width: 88, height: 30 },
-    );
-  });
-
-  await act(async () => {
-    await testSetup!.renderOnce();
-  });
-  await act(async () => {
-    await testSetup!.renderOnce();
-  });
-
-  const frame = testSetup!.captureCharFrame();
-  expect(frame).toContain("Account DU123456");
-  expect(frame).toContain("Paper Gateway");
-});

package/src/plugins/ibkr/trade/tab/index.tsx

@@ -1,298 +0,0 @@
-import { Box, ScrollBox, Text } from "../../../../ui";
-import { useDialog } from "../../../../ui/dialog";
-import { useCallback, useEffect, useState } from "react";
-import {
-  useAppSelector,
-  usePaneCollection,
-  usePaneInstanceId,
-  usePaneTicker,
-} from "../../../../state/app/context";
-import { colors, hoverBg } from "../../../../theme/colors";
-import type { TickerResearchTabProps } from "../../../../types/plugin";
-import { isGatewayConfigured } from "../../config";
-import { useIbkrGatewaySelection } from "../../gateway/selection";
-import { TradePreviewPanel } from "../preview-panel";
-import { TradeTabHeader } from "./header";
-import { TradeTicketPanel } from "../ticket-panel";
-import {
-  getTradeTicketState,
-  useTradingPaneState,
-} from "../../trading/state";
-import { inferDraftAccountId, isLimitOrder, isStopOrder } from "../utils";
-import {
-  resolveTradeConnectionTone,
-  resolveTradeContractDisplay,
-  resolveTradeNextStep,
-  resolveTradePreviewDisplay,
-  resolveTradeStatus,
-  resolveTradeTabLayout,
-} from "./model";
-import { useTradeTabFooter } from "./footer";
-import { useTradeTabActions } from "./actions";
-import { useTradeTabShortcuts } from "./shortcuts";
-import { useTradeTicketSync } from "./state-sync";
-
-export function TradeTab({ focused, width, onCapture }: TickerResearchTabProps) {
-  const config = useAppSelector((state) => state.config);
-  const brokerAccounts = useAppSelector((state) => state.brokerAccounts);
-  const paneId = usePaneInstanceId();
-  const { collectionId } = usePaneCollection(paneId);
-  const { ticker, financials } = usePaneTicker(paneId);
-  const dialog = useDialog();
-  const tradeState = useTradingPaneState();
-  const [interactive, setInteractive] = useState(false);
-  const [hoveredField, setHoveredField] = useState<string | null>(null);
-  const fieldHoverBg = hoverBg();
-
-  const symbol = ticker?.metadata.ticker ?? null;
-  const ticketState = getTradeTicketState(symbol, ticker);
-  const preferredInstanceId = ticketState.brokerInstanceId ?? tradeState.brokerInstanceId;
-  const {
-    activePortfolio,
-    gatewayInstances,
-    lockedBrokerInstanceId,
-    selectedInstance,
-    gatewaySnapshot,
-    gatewayService,
-    normalizedConfig,
-    isGatewayMode,
-    availableAccounts,
-    gatewayRequiredMessage,
-  } = useIbkrGatewaySelection(
-    config,
-    brokerAccounts,
-    collectionId,
-    preferredInstanceId,
-  );
-  const inferredAccountId = selectedInstance
-    ? inferDraftAccountId(
-      config,
-      collectionId,
-      availableAccounts,
-      selectedInstance.id,
-      tradeState.accountId,
-    )
-    : undefined;
-  const currentAccountId = ticketState.draft.accountId || inferredAccountId;
-  const activeAccount = availableAccounts.find((account) => account.accountId === currentAccountId);
-  const lockedAccountId = selectedInstance && lockedBrokerInstanceId === selectedInstance.id
-    ? activePortfolio?.brokerAccountId
-    : undefined;
-
-  const enterInteractive = useCallback(() => {
-    setInteractive(true);
-    onCapture(true);
-  }, [onCapture]);
-
-  const exitInteractive = useCallback(() => {
-    setInteractive(false);
-    onCapture(false);
-  }, [onCapture]);
-
-  useEffect(() => {
-    if (!focused) {
-      exitInteractive();
-    }
-  }, [focused, exitInteractive]);
-
-  useEffect(() => {
-    exitInteractive();
-  }, [symbol]); // eslint-disable-line react-hooks/exhaustive-deps
-
-  useTradeTicketSync({
-    availableAccounts,
-    collectionId,
-    config,
-    isGatewayMode,
-    lockedAccountId,
-    selectedInstance,
-    symbol,
-    ticker,
-    ticketState,
-    tradeStateAccountId: tradeState.accountId,
-  });
-
-  const actions = useTradeTabActions({
-    availableAccounts,
-    brokerAccounts,
-    collectionId,
-    config,
-    currentAccountId,
-    dialog,
-    financials,
-    gatewayInstances,
-    gatewayRequiredMessage,
-    gatewayService,
-    isGatewayMode,
-    lockedBrokerInstanceId,
-    normalizedConfig,
-    selectedInstance,
-    symbol,
-    ticketState,
-    ticker,
-    tradeState,
-  });
-
-  useEffect(() => {
-    if (!selectedInstance || !normalizedConfig || !isGatewayMode || !isGatewayConfigured(selectedInstance.config) || !symbol) return;
-    actions.refresh().catch(() => {});
-  }, [symbol, selectedInstance?.id, isGatewayMode, normalizedConfig ? JSON.stringify(normalizedConfig.gateway) : ""]); // eslint-disable-line react-hooks/exhaustive-deps
-
-  const showLimit = isLimitOrder(ticketState.draft.orderType);
-  const showStop = isStopOrder(ticketState.draft.orderType);
-  useTradeTabShortcuts({
-    actions,
-    enterInteractive,
-    exitInteractive,
-    focused,
-    interactive,
-    showLimit,
-    showStop,
-    symbol,
-    ticketState,
-    ticker,
-  });
-
-  const hasProfile = Boolean(selectedInstance);
-  const {
-    wideLayout,
-    previewPanelWidth,
-    ticketPanelWidth,
-    fieldsPerRow,
-    fieldWidth,
-    coreFieldWidth,
-    orderFieldWidth,
-    fieldTextWidth,
-    previewTextWidth,
-    previewMetricWidth,
-  } = resolveTradeTabLayout(width);
-  const {
-    activeContract,
-    hasContract,
-    contractValue,
-    contractMeta,
-  } = resolveTradeContractDisplay({
-    ticketState,
-    ticker,
-    fieldTextWidth,
-    fieldsPerRow,
-  });
-  const hasAccount = Boolean(currentAccountId);
-  const hasPreview = Boolean(ticketState.preview);
-  const connectionTone = resolveTradeConnectionTone(gatewaySnapshot);
-  const { statusTone, statusText } = resolveTradeStatus({ ticketState, gatewaySnapshot });
-  const { previewTone, previewHeading } = resolveTradePreviewDisplay(ticketState);
-  const { nextStep, workflowTone } = resolveTradeNextStep({
-    hasProfile,
-    hasContract,
-    hasAccount,
-    hasPreview,
-    editingOrderId: ticketState.editingOrderId,
-  });
-  const ticketHint = interactive
-    ? "Field shortcuts stay active while captured."
-    : "Click a field to edit. Shortcuts are in the pane footer.";
-
-  useTradeTabFooter({
-    actions,
-    canEnterOrder: hasProfile && hasAccount,
-    showLimit,
-    showStop,
-    symbol,
-    ticketState,
-    ticker,
-  });
-
-  if (!ticker || !symbol) {
-    return (
-      <Box flexGrow={1} alignItems="center" justifyContent="center">
-        <Text fg={colors.textDim}>Select a ticker to draft an IBKR trade.</Text>
-      </Box>
-    );
-  }
-
-  return (
-    <ScrollBox flexGrow={1} scrollY>
-      <Box
-        flexDirection="column"
-        paddingX={1}
-        paddingBottom={1}
-        gap={1}
-        onMouseDown={!interactive ? enterInteractive : undefined}
-      >
-        <TradeTabHeader
-          ticker={ticker}
-          financials={financials}
-          profileLabel={selectedInstance?.label}
-          isGatewayMode={isGatewayMode}
-          connectionTone={connectionTone}
-          currentAccountId={currentAccountId}
-          lockedBrokerInstanceId={lockedBrokerInstanceId}
-          hasAccount={hasAccount}
-          activeAccount={activeAccount}
-          interactive={interactive}
-          nextStep={nextStep}
-          workflowTone={workflowTone}
-          statusTone={statusTone}
-          statusText={statusText}
-          busy={ticketState.busy}
-          hasError={Boolean(ticketState.lastError)}
-          isSuccess={Boolean(ticketState.isSuccess)}
-          onEnterInteractive={enterInteractive}
-          onExitInteractive={exitInteractive}
-          onChooseBrokerInstance={() => actions.chooseBrokerInstance().catch(() => {})}
-          onChooseAccount={() => actions.chooseAccount().catch(() => {})}
-          onRefresh={() => actions.refresh().catch(() => {})}
-        />
-
-        <Box flexDirection={wideLayout ? "row" : "column"} alignItems="stretch" gap={1}>
-          <TradeTicketPanel
-            interactive={interactive}
-            panelWidth={wideLayout ? ticketPanelWidth : undefined}
-            ticketPanelWidth={ticketPanelWidth}
-            coreFieldWidth={coreFieldWidth}
-            orderFieldWidth={orderFieldWidth}
-            fieldWidth={fieldWidth}
-            fieldTextWidth={fieldTextWidth}
-            fieldHoverBg={fieldHoverBg}
-            hoveredField={hoveredField}
-            setHoveredField={setHoveredField}
-            ticketHint={ticketHint}
-            profileLabel={selectedInstance?.label}
-            hasProfile={hasProfile}
-            contractValue={contractValue}
-            hasContract={hasContract}
-            currentAccountId={currentAccountId}
-            hasAccount={hasAccount}
-            ticketState={ticketState}
-            ticker={ticker}
-            activeContract={activeContract}
-            showLimit={showLimit}
-            showStop={showStop}
-            contractMeta={contractMeta}
-            onEnterInteractive={enterInteractive}
-            onChooseBrokerInstance={() => actions.chooseBrokerInstance().catch(() => {})}
-            onChooseInstrument={() => actions.chooseInstrument().catch(() => {})}
-            onChooseAccount={() => actions.chooseAccount().catch(() => {})}
-            onToggleSide={actions.toggleSide}
-            onEditOrderType={() => actions.editOrderType().catch(() => {})}
-            onEditQuantity={() => actions.editQuantity().catch(() => {})}
-            onEditLimitPrice={() => actions.editLimitPrice().catch(() => {})}
-            onEditStopPrice={() => actions.editStopPrice().catch(() => {})}
-          />
-
-          <TradePreviewPanel
-            previewPanelWidth={previewPanelWidth}
-            previewTextWidth={previewTextWidth}
-            previewMetricWidth={previewMetricWidth}
-            previewTone={previewTone}
-            previewHeading={previewHeading}
-            ticketState={ticketState}
-            onPreviewOrder={() => actions.previewOrder().catch(() => {})}
-            onSubmitOrder={() => actions.submitOrder().catch(() => {})}
-          />
-        </Box>
-      </Box>
-    </ScrollBox>
-  );
-}