gloomberb 0.15.2 → 0.15.3

package/src/sources/provider-router/index.test.ts

@@ -1,1990 +0,0 @@
-import { useRegularMarketSession } from "../../test-support/market-session";
-import { afterEach, describe, expect, test } from "bun:test";
-import { CloudApiRequestTransport } from "../../api-client/request";
-import { AppPersistence } from "../../data/app-persistence";
-import { AssetDataRouter } from "./index";
-import { getRouterEntityKey } from "./cache";
-import { assetDataProvider } from "../../capabilities";
-import type { BrokerAdapter } from "../../types/broker";
-import type { DataProvider, QuoteSubscriptionTarget } from "../../types/data-provider";
-import type { CapabilityRouteSource } from "../../types/capability-route-source";
-import {
-  attachTestRegistry,
-  brokerInstance,
-  cleanupProviderRouterTestFiles,
-  createBrokerConfig,
-  createTempDbPath,
-  fallbackProvider,
-  makeArticle,
-  makeFinancials,
-  makeQuote,
-  setBrokerInstances,
-} from "./test-support";
-
-useRegularMarketSession();
-
-const originalConsoleError = console.error;
-
-afterEach(() => {
-  console.error = originalConsoleError;
-  cleanupProviderRouterTestFiles();
-});
-
-describe("AssetDataRouter", () => {
-  test("falls through to Yahoo quotes and history when Cloud market requests never settle", async () => {
-    const cloudCalls = { quote: 0, history: 0 };
-    const yahooCalls = { quote: 0, history: 0 };
-    const cloudTransport = new CloudApiRequestTransport({
-      marketRequestTimeoutMs: 10,
-      fetchTransport: async () => new Promise<Response>(() => {}),
-    });
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "gloomberb-cloud",
-      name: "Cloud",
-      priority: 100,
-      async getQuote() {
-        cloudCalls.quote += 1;
-        await cloudTransport.request("/market/quote?symbol=AAPL");
-        throw new Error("unreachable");
-      },
-      async getPriceHistory() {
-        cloudCalls.history += 1;
-        await cloudTransport.request("/market/history?symbol=AAPL&range=1Y");
-        throw new Error("unreachable");
-      },
-    };
-    const yahooProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 1000,
-      async getQuote() {
-        yahooCalls.quote += 1;
-        return makeQuote({ providerId: "yahoo", price: 212.5 });
-      },
-      async getPriceHistory() {
-        yahooCalls.history += 1;
-        return [
-          { date: new Date("2026-07-10T00:00:00Z"), close: 210 },
-          { date: new Date("2026-07-11T00:00:00Z"), close: 212.5 },
-        ];
-      },
-    };
-    const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
-    console.error = () => {};
-
-    const quote = await router.getQuote("AAPL", "NASDAQ");
-    const history = await router.getPriceHistory("AAPL", "NASDAQ", "1Y");
-
-    expect(quote.providerId).toBe("yahoo");
-    expect(quote.price).toBe(212.5);
-    expect(history.map((point) => point.close)).toEqual([210, 212.5]);
-    expect(cloudCalls).toEqual({ quote: 1, history: 1 });
-    expect(yahooCalls).toEqual({ quote: 1, history: 1 });
-  });
-
-  test("serves USD exchange rate locally without provider revalidation", async () => {
-    let providerCalls = 0;
-    const router = new AssetDataRouter({
-      ...fallbackProvider,
-      async getExchangeRate() {
-        providerCalls += 1;
-        return 1;
-      },
-    });
-
-    const rate = await router.getExchangeRate("usd");
-    await Promise.resolve();
-
-    expect(rate).toBe(1);
-    expect(providerCalls).toBe(0);
-  });
-
-  test("routes market calls only through sources with market capability", async () => {
-    const newsOnlySource: CapabilityRouteSource = {
-      id: "news-only",
-      name: "News Only",
-      priority: 1,
-      news: {
-        fetchNews: async () => {
-          throw new Error("news-only source should not handle market requests");
-        },
-      },
-    };
-    const marketSource: CapabilityRouteSource = {
-      id: "market-source",
-      name: "Market Source",
-      priority: 10,
-      market: {
-        ...fallbackProvider,
-        id: "market-source",
-        name: "Market Source",
-        async getQuote(symbol) {
-          return {
-            symbol,
-            providerId: "market-source",
-            price: 250,
-            currency: "USD",
-            change: 1,
-            changePercent: 0.4,
-            lastUpdated: Date.now(),
-          };
-        },
-      },
-    };
-
-    const router = new AssetDataRouter(fallbackProvider, [newsOnlySource, marketSource]);
-
-    const quote = await router.getQuote("AAPL", "NASDAQ");
-
-    expect(quote.providerId).toBe("market-source");
-    expect(quote.price).toBe(250);
-  });
-
-  test("routes news calls only through sources with news capability", async () => {
-    const article = makeArticle("source-news");
-    const marketOnlySource: CapabilityRouteSource = {
-      id: "market-only",
-      name: "Market Only",
-      priority: 1,
-      market: {
-        ...fallbackProvider,
-        id: "market-only",
-        name: "Market Only",
-      },
-    };
-    const newsSource: CapabilityRouteSource = {
-      id: "news-source",
-      name: "News Source",
-      priority: 10,
-      news: {
-        fetchNews: async () => [article],
-      },
-    };
-    const router = new AssetDataRouter(null, [marketOnlySource, newsSource]);
-
-    const articles = await router.getNews({ feed: "latest", limit: 10 });
-
-    expect(articles).toEqual([article]);
-  });
-
-  test("falls back to later providers when holder data is empty", async () => {
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      priority: 100,
-      async getHolders(symbol) {
-        return {
-          providerId: "cloud",
-          symbol,
-          holders: [],
-        };
-      },
-    };
-    const yahooProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 1000,
-      async getHolders(symbol) {
-        return {
-          providerId: "yahoo",
-          symbol,
-          currency: "USD",
-          holders: [{
-            providerId: "yahoo",
-            ownerType: "institution",
-            name: "Vanguard Group Inc",
-            shares: 1_200_000_000,
-            value: 250_000_000_000,
-            percentHeld: 0.08,
-            changePercent: 0.02,
-          }],
-        };
-      },
-    };
-
-    const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
-    const holders = await router.getHolders("AAPL", "NASDAQ");
-
-    expect(holders.providerId).toBe("yahoo");
-    expect(holders.holders[0]?.name).toBe("Vanguard Group Inc");
-  });
-
-  test("routes earnings calendars through providers and fills missing symbols from fallback", async () => {
-    const cloudCalls: string[][] = [];
-    const yahooCalls: string[][] = [];
-    const event = (symbol: string, date: string) => ({
-      symbol,
-      name: symbol,
-      earningsDate: new Date(date),
-      epsEstimate: null,
-      epsActual: null,
-      revenueEstimate: null,
-      revenueActual: null,
-      surprise: null,
-      timing: "" as const,
-    });
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      priority: 100,
-      async getEarningsCalendar(symbols) {
-        cloudCalls.push(symbols);
-        return [event("AAPL", "2026-07-30T20:00:00Z")];
-      },
-    };
-    const yahooProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 1000,
-      async getEarningsCalendar(symbols) {
-        yahooCalls.push(symbols);
-        return [event("MSFT", "2026-07-29T20:00:00Z")];
-      },
-    };
-
-    const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
-    const events = await router.getEarningsCalendar(["msft", " AAPL ", "aapl"]);
-
-    expect(cloudCalls).toEqual([["MSFT", "AAPL"]]);
-    expect(yahooCalls).toEqual([["MSFT"]]);
-    expect(events.map((entry) => entry.symbol)).toEqual(["MSFT", "AAPL"]);
-  });
-
-  test("falls back to later analyst providers when rating targets are missing", async () => {
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      priority: 100,
-      async getAnalystResearch(symbol) {
-        return {
-          providerId: "cloud",
-          symbol,
-          ratings: [{ date: "2026-05-01", firm: "Cloud Firm", action: "Raises", current: "Buy", prior: "Buy" }],
-          recommendations: [],
-          earningsEstimates: [],
-          revenueEstimates: [],
-        };
-      },
-    };
-    const yahooProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 1000,
-      async getAnalystResearch(symbol) {
-        return {
-          providerId: "yahoo",
-          symbol,
-          ratings: [{
-            date: "2026-05-01",
-            firm: "Yahoo Firm",
-            action: "Raises",
-            current: "Buy",
-            prior: "Buy",
-            currentPriceTarget: 680,
-            priorPriceTarget: 595,
-          }],
-          recommendations: [],
-          earningsEstimates: [],
-          revenueEstimates: [],
-        };
-      },
-    };
-
-    const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
-    const research = await router.getAnalystResearch("AAPL", "NASDAQ");
-
-    expect(research.providerId).toBe("yahoo");
-    expect(research.ratings[0]?.currentPriceTarget).toBe(680);
-    expect(research.ratings[0]?.priorPriceTarget).toBe(595);
-  });
-
-  test("prefers cached analyst records with rating targets", async () => {
-    const dbPath = createTempDbPath("cached-analyst-targets");
-    const persistence = new AppPersistence(dbPath);
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      priority: 100,
-      async getAnalystResearch(symbol) {
-        return {
-          providerId: "cloud",
-          symbol,
-          ratings: [{ date: "2026-05-01", firm: "Cloud Firm", action: "Raises", current: "Buy", prior: "Buy" }],
-          recommendations: [],
-          earningsEstimates: [],
-          revenueEstimates: [],
-        };
-      },
-    };
-    const yahooProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 1000,
-      async getAnalystResearch(symbol) {
-        return {
-          providerId: "yahoo",
-          symbol,
-          ratings: [{
-            date: "2026-05-01",
-            firm: "Yahoo Firm",
-            action: "Raises",
-            current: "Buy",
-            prior: "Buy",
-            currentPriceTarget: 680,
-            priorPriceTarget: 595,
-          }],
-          recommendations: [],
-          earningsEstimates: [],
-          revenueEstimates: [],
-        };
-      },
-    };
-    const unavailableProvider = (id: string, priority: number): DataProvider => ({
-      ...fallbackProvider,
-      id,
-      name: id,
-      priority,
-      async getAnalystResearch() {
-        throw new Error(`${id} should not be fetched`);
-      },
-    });
-
-    try {
-      const seedRouter = new AssetDataRouter(yahooProvider, [cloudProvider], persistence.resources);
-      await seedRouter.getAnalystResearch("AAPL", "NASDAQ");
-
-      const cachedRouter = new AssetDataRouter(
-        unavailableProvider("yahoo", 1000),
-        [unavailableProvider("cloud", 100)],
-        persistence.resources,
-      );
-      const research = await cachedRouter.getAnalystResearch("AAPL", "NASDAQ");
-
-      expect(research.providerId).toBe("yahoo");
-      expect(research.ratings[0]?.currentPriceTarget).toBe(680);
-      expect(research.ratings[0]?.priorPriceTarget).toBe(595);
-    } finally {
-      persistence.close();
-    }
-  });
-
-  test("prefers broker quotes over fallback quotes", async () => {
-    const router = new AssetDataRouter(fallbackProvider);
-    const broker: BrokerAdapter = {
-      id: "ibkr",
-      name: "IBKR",
-      configSchema: [],
-      async validate() {
-        return true;
-      },
-      async importPositions() {
-        return [];
-      },
-      async getQuote() {
-        return {
-          symbol: "AAPL",
-          price: 123.45,
-          currency: "USD",
-          change: 1,
-          changePercent: 0.8,
-          lastUpdated: Date.now(),
-        };
-      },
-    };
-
-    attachTestRegistry(router, { brokers: [["ibkr", broker]] });
-    setBrokerInstances(router, [
-      brokerInstance({
-        config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } },
-      }),
-    ]);
-
-    const quote = await router.getQuote("AAPL", "NASDAQ", { brokerId: "ibkr", brokerInstanceId: "ibkr-work" });
-    expect(quote.price).toBe(123.45);
-  });
-
-  test("reconciles broker quote price with provider day reference fields", async () => {
-    const router = new AssetDataRouter({
-      ...fallbackProvider,
-      id: "yahoo",
-      async getQuote() {
-        return {
-          symbol: "VICR",
-          providerId: "yahoo",
-          price: 299.74,
-          currency: "USD",
-          previousClose: 282.95,
-          change: 16.79,
-          changePercent: 5.93,
-          lastUpdated: Date.now(),
-        };
-      },
-    });
-    const broker: BrokerAdapter = {
-      id: "ibkr",
-      name: "IBKR",
-      configSchema: [],
-      async validate() {
-        return true;
-      },
-      async importPositions() {
-        return [];
-      },
-      async getQuote() {
-        return {
-          symbol: "VICR",
-          providerId: "ibkr",
-          price: 299.8,
-          currency: "USD",
-          previousClose: 380.1,
-          change: -80.3,
-          changePercent: -21.12,
-          lastUpdated: Date.now(),
-          dataSource: "live",
-        };
-      },
-    };
-
-    attachTestRegistry(router, { brokers: [["ibkr", broker]] });
-    setBrokerInstances(router, [brokerInstance()]);
-
-    const quote = await router.getQuote("VICR", "NASDAQ", { brokerId: "ibkr", brokerInstanceId: "ibkr-work" });
-    expect(quote.providerId).toBe("ibkr");
-    expect(quote.price).toBe(299.8);
-    expect(quote.previousClose).toBe(282.95);
-    expect(quote.change).toBeCloseTo(16.85, 5);
-    expect(quote.changePercent).toBeCloseTo(5.955, 3);
-    expect(quote.provenance?.price?.providerId).toBe("ibkr");
-    expect(quote.provenance?.fields?.previousClose?.providerId).toBe("yahoo");
-  });
-
-  test("refreshes broker option session references across the market close", async () => {
-    const dbPath = createTempDbPath("option-session-transition");
-    const persistence = new AppPersistence(dbPath);
-    const optionSymbol = "IBIT  281215C00030000";
-    const context = {
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-work",
-      instrument: {
-        brokerId: "ibkr",
-        brokerInstanceId: "ibkr-work",
-        symbol: "IBIT",
-        localSymbol: optionSymbol,
-        secType: "OPT",
-      },
-    } as const;
-    const entityKey = getRouterEntityKey(optionSymbol, context.instrument);
-    const providerSourceKey = "provider:yahoo";
-    const cacheKey = {
-      namespace: "market",
-      kind: "quote",
-      entityKey,
-      variantKey: "",
-      sourceKey: providerSourceKey,
-    };
-    const regularReference = makeQuote({
-      symbol: optionSymbol,
-      providerId: "yahoo",
-      price: 15.775,
-      change: 0.29,
-      changePercent: 1.87,
-      previousClose: 15.485,
-      listingExchangeName: "OPTIONS",
-      marketState: "REGULAR",
-      sessionConfidence: "derived",
-    });
-    let providerCalls = 0;
-    let providerAvailable = true;
-    const provider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      async getQuote() {
-        providerCalls += 1;
-        if (!providerAvailable) throw new Error("temporary provider outage");
-        return {
-          ...regularReference,
-          marketState: "CLOSED",
-          lastUpdated: Date.now(),
-        };
-      },
-    };
-    const broker: BrokerAdapter = {
-      id: "ibkr",
-      name: "IBKR",
-      configSchema: [],
-      async validate() {
-        return true;
-      },
-      async importPositions() {
-        return [];
-      },
-      async getQuote() {
-        return {
-          ...regularReference,
-          providerId: "ibkr",
-          previousClose: 99,
-          marketState: undefined,
-          sessionConfidence: "unknown",
-          dataSource: "live",
-          lastUpdated: Date.now(),
-        };
-      },
-    };
-
-    try {
-      persistence.resources.set(cacheKey, regularReference, {
-        cachePolicy: { staleMs: 60_000, expireMs: 24 * 60 * 60_000 },
-        fetchedAt: Date.now() - 2 * 60_000,
-      });
-      const router = new AssetDataRouter(provider, [], persistence.resources);
-      attachTestRegistry(router, { brokers: [["ibkr", broker]] });
-      setBrokerInstances(router, [brokerInstance()]);
-
-      const staleTransition = await router.getQuote(optionSymbol, "", context);
-      expect(staleTransition.marketState).toBe("CLOSED");
-      expect(providerCalls).toBe(1);
-
-      persistence.resources.set(cacheKey, regularReference, {
-        cachePolicy: { staleMs: 60_000, expireMs: 24 * 60 * 60_000 },
-        fetchedAt: Date.now(),
-      });
-      const forcedTransition = await router.getQuote(optionSymbol, "", {
-        ...context,
-        cacheMode: "refresh",
-      });
-      expect(forcedTransition.marketState).toBe("CLOSED");
-      expect(providerCalls).toBe(2);
-
-      providerAvailable = false;
-      persistence.resources.set(cacheKey, regularReference, {
-        cachePolicy: { staleMs: 60_000, expireMs: 24 * 60 * 60_000 },
-        fetchedAt: Date.now() - 2 * 60_000,
-      });
-      const outageFallback = await router.getQuote(optionSymbol, "", context);
-      expect(outageFallback.previousClose).toBe(15.485);
-      expect(outageFallback.provenance?.fields?.previousClose?.providerId).toBe("yahoo");
-      expect(outageFallback.marketState).toBeUndefined();
-      expect(providerCalls).toBe(3);
-    } finally {
-      persistence.close();
-    }
-  });
-
-  test("prefers broker options chains for broker-context targets", async () => {
-    const chain = {
-      underlyingSymbol: "AAPL",
-      expirationDates: [1_800_000_000],
-      calls: [],
-      puts: [],
-    };
-    const broker: BrokerAdapter = {
-      id: "ibkr",
-      name: "IBKR",
-      configSchema: [],
-      async validate() {
-        return true;
-      },
-      async importPositions() {
-        return [];
-      },
-      async getOptionsChain(ticker, _instance, exchange, expirationDate) {
-        expect(ticker).toBe("AAPL");
-        expect(exchange).toBe("NASDAQ");
-        expect(expirationDate).toBe(1_800_000_000);
-        return chain;
-      },
-    };
-    const fallback: DataProvider = {
-      ...fallbackProvider,
-      async getOptionsChain() {
-        throw new Error("fallback should not handle broker-context options");
-      },
-    };
-    const router = new AssetDataRouter(fallback);
-    attachTestRegistry(router, { brokers: [["ibkr", broker]] });
-    setBrokerInstances(router, [brokerInstance()]);
-
-    const result = await router.getOptionsChain("AAPL", "NASDAQ", 1_800_000_000, {
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-work",
-    });
-
-    expect(result).toBe(chain);
-  });
-
-  test("falls back to provider quotes when a broker mark is stale", async () => {
-    const fixedNow = Date.parse("2026-05-13T21:00:00Z");
-    const realDateNow = Date.now;
-    Date.now = () => fixedNow;
-    try {
-      const yahooProvider: DataProvider = {
-        ...fallbackProvider,
-        id: "yahoo",
-        name: "Yahoo",
-        async getQuote(symbol) {
-          return {
-            symbol,
-            providerId: "yahoo",
-            price: 50_500,
-            currency: "JPY",
-            change: 4400,
-            changePercent: 9.54,
-            lastUpdated: Date.parse("2026-05-13T06:24:00Z"),
-            listingExchangeName: "JPX",
-            marketState: "CLOSED",
-            dataSource: "delayed",
-          };
-        },
-      };
-      const router = new AssetDataRouter(yahooProvider);
-      const broker: BrokerAdapter = {
-        id: "ibkr",
-        name: "IBKR",
-        configSchema: [],
-        async validate() {
-          return true;
-        },
-        async importPositions() {
-          return [];
-        },
-        async getQuote() {
-          return {
-            symbol: "285A.T",
-            providerId: "ibkr",
-            price: 46_100,
-            currency: "JPY",
-            change: 0,
-            changePercent: 0,
-            lastUpdated: Date.parse("2026-05-08T06:00:00Z"),
-            dataSource: "delayed",
-          };
-        },
-      };
-
-      attachTestRegistry(router, { brokers: [["ibkr", broker]] });
-      setBrokerInstances(router, [
-        brokerInstance({
-          config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } },
-        }),
-      ]);
-
-      const quote = await router.getQuote("285A.T", "TSEJ", { brokerId: "ibkr", brokerInstanceId: "ibkr-work" });
-      expect(quote.providerId).toBe("yahoo");
-      expect(quote.price).toBe(50_500);
-    } finally {
-      Date.now = realDateNow;
-    }
-  });
-
-  test("prefers the requested broker instance in search results", async () => {
-    const router = new AssetDataRouter(fallbackProvider);
-    const broker: BrokerAdapter = {
-      id: "ibkr",
-      name: "IBKR",
-      configSchema: [],
-      async validate() {
-        return true;
-      },
-      async importPositions() {
-        return [];
-      },
-      async searchInstruments(_query, instance) {
-        return [{
-          providerId: "ibkr",
-          symbol: instance.label === "Work" ? "AAPL" : "MSFT",
-          name: `${instance.label} contract`,
-          exchange: "NASDAQ",
-          type: "STK",
-          brokerContract: {
-            brokerId: "ibkr",
-            symbol: instance.label === "Work" ? "AAPL" : "MSFT",
-            exchange: "SMART",
-          },
-        }];
-      },
-    };
-
-    attachTestRegistry(router, { brokers: [["ibkr", broker]] });
-    setBrokerInstances(router, [
-      brokerInstance({
-        config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } },
-      }),
-      brokerInstance({
-        id: "ibkr-personal",
-        label: "Personal",
-        config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4003, clientId: 2 } },
-      }),
-    ]);
-
-    const results = await router.search("AAPL", { preferBroker: true, brokerInstanceId: "ibkr-work" });
-    expect(results[0]?.brokerInstanceId).toBe("ibkr-work");
-    expect(results[0]?.brokerLabel).toBe("Work");
-    expect(results[0]?.brokerContract?.brokerInstanceId).toBe("ibkr-work");
-  });
-
-  test("keeps the richer search result when providers return the same instrument", async () => {
-    const broker: BrokerAdapter = {
-      id: "ibkr",
-      name: "IBKR",
-      configSchema: [],
-      async validate() {
-        return true;
-      },
-      async importPositions() {
-        return [];
-      },
-      async searchInstruments() {
-        return [{
-          providerId: "ibkr",
-          symbol: "AAPL",
-          name: "Apple Inc",
-          exchange: "NASDAQ",
-          type: "STK",
-          brokerLabel: "Work",
-          brokerContract: {
-            brokerId: "ibkr",
-            brokerInstanceId: "ibkr-work",
-            symbol: "AAPL",
-            localSymbol: "AAPL",
-            exchange: "SMART",
-          },
-        }];
-      },
-    };
-    const provider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      async search() {
-        return [{
-          providerId: "yahoo",
-          symbol: "AAPL",
-          name: "Apple",
-          exchange: "NASDAQ",
-          type: "STK",
-        }];
-      },
-    };
-    const router = new AssetDataRouter(fallbackProvider, [provider]);
-
-    attachTestRegistry(router, { brokers: [["ibkr", broker]] });
-    setBrokerInstances(router, [
-      brokerInstance({
-        config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } },
-      }),
-    ]);
-
-    const results = await router.search("AAPL", { preferBroker: true, brokerInstanceId: "ibkr-work" });
-    expect(results).toHaveLength(1);
-    expect(results[0]?.providerId).toBe("ibkr");
-    expect(results[0]?.brokerContract?.localSymbol).toBe("AAPL");
-  });
-
-  test("ignores disabled plugin sources when the registry filters them out", async () => {
-    const router = new AssetDataRouter(fallbackProvider);
-    attachTestRegistry(router);
-
-    const quote = await router.getQuote("AAPL", "NASDAQ");
-    expect(quote.price).toBe(100);
-    expect(quote.providerId).toBeUndefined();
-  });
-
-  test("does not search fallback providers when the preferred provider returns results", async () => {
-    let cloudCalls = 0;
-    let yahooCalls = 0;
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      priority: 100,
-      async search() {
-        cloudCalls += 1;
-        return [{ providerId: "cloud", symbol: "SEC0", name: "iShares ETF", exchange: "XETRA", type: "ETF" }];
-      },
-    };
-    const yahooProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 1000,
-      async search() {
-        yahooCalls += 1;
-        return [{ providerId: "yahoo", symbol: "SEC0", name: "iShares ETF", exchange: "XETRA", type: "ETF" }];
-      },
-    };
-
-    const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
-    const results = await router.search("SEC0");
-
-    expect(results[0]?.providerId).toBe("cloud");
-    expect(cloudCalls).toBe(1);
-    expect(yahooCalls).toBe(0);
-  });
-
-  test("routes through registered asset-data capabilities", async () => {
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      priority: 10,
-      async getQuote() {
-        return {
-          symbol: "AAPL",
-          providerId: "cloud",
-          price: 125,
-          currency: "USD",
-          change: 1,
-          changePercent: 0.8,
-          lastUpdated: Date.now(),
-        };
-      },
-    };
-    const router = new AssetDataRouter(fallbackProvider);
-    attachTestRegistry(router, {
-      getEnabledCapabilities: (kind?: string) => (
-        kind === "asset-data" ? [assetDataProvider(cloudProvider)] : []
-      ),
-    });
-
-    const quote = await router.getQuote("AAPL", "NASDAQ");
-    expect(quote.price).toBe(125);
-    expect(quote.providerId).toBe("cloud");
-  });
-
-  test("falls back when the preferred provider returns a stale quote", async () => {
-    const fixedNow = Date.parse("2026-05-13T21:00:00Z");
-    const realDateNow = Date.now;
-    Date.now = () => fixedNow;
-    try {
-      const yahooProvider: DataProvider = {
-        ...fallbackProvider,
-        id: "yahoo",
-        name: "Yahoo",
-        async getQuote(symbol) {
-          return {
-            symbol,
-            providerId: "yahoo",
-            price: 168,
-            currency: "TWD",
-            change: 1,
-            changePercent: 0.6,
-            lastUpdated: Date.parse("2026-05-13T05:30:00Z"),
-            listingExchangeName: "TWSE",
-            marketState: "CLOSED",
-            dataSource: "delayed",
-          };
-        },
-      };
-      const cloudProvider: DataProvider = {
-        ...fallbackProvider,
-        id: "gloomberb-cloud",
-        name: "Cloud",
-        priority: 100,
-        async getQuote(symbol) {
-          return {
-            symbol,
-            providerId: "gloomberb-cloud",
-            price: 150,
-            currency: "TWD",
-            change: 0,
-            changePercent: 0,
-            lastUpdated: Date.parse("2026-05-08T06:00:00Z"),
-            listingExchangeName: "TWSE",
-            marketState: "CLOSED",
-            dataSource: "delayed",
-          };
-        },
-        async getQuotesBatch(targets) {
-          return targets.map((target) => ({
-            target,
-            quote: {
-              symbol: target.symbol,
-              providerId: "gloomberb-cloud",
-              price: 150,
-              currency: "TWD",
-              change: 0,
-              changePercent: 0,
-              lastUpdated: Date.parse("2026-05-08T06:00:00Z"),
-              listingExchangeName: "TWSE",
-              marketState: "CLOSED",
-              dataSource: "delayed",
-            },
-          }));
-        },
-      };
-      const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
-
-      const quote = await router.getQuote("2337", "TWSE");
-      expect(quote.providerId).toBe("yahoo");
-      expect(quote.price).toBe(168);
-
-      const [batch] = await router.getQuotesBatch([{ symbol: "2337", exchange: "TWSE" }], { forceRefresh: true });
-      expect(batch?.quote?.providerId).toBe("yahoo");
-      expect(batch?.quote?.price).toBe(168);
-    } finally {
-      Date.now = realDateNow;
-    }
-  });
-
-  test("prefers provider quote streams when one is available", () => {
-    const brokerTargets: QuoteSubscriptionTarget[] = [];
-    const providerTargets: QuoteSubscriptionTarget[] = [];
-    let brokerUnsubscribed = 0;
-    let providerUnsubscribed = 0;
-
-    const broker: BrokerAdapter = {
-      id: "ibkr",
-      name: "IBKR",
-      configSchema: [],
-      async validate() {
-        return true;
-      },
-      async importPositions() {
-        return [];
-      },
-      subscribeQuotes(_instance, targets, onQuote) {
-        brokerTargets.push(...targets);
-        onQuote(targets[0]!, {
-          symbol: "AAPL",
-          price: 123.45,
-          currency: "USD",
-          change: 1,
-          changePercent: 0.8,
-          lastUpdated: Date.now(),
-        });
-        return () => {
-          brokerUnsubscribed += 1;
-        };
-      },
-    };
-    const streamingProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      subscribeQuotes(targets, onQuote) {
-        providerTargets.push(...targets);
-        onQuote(targets[0]!, {
-          symbol: targets[0]!.symbol,
-          price: 456.78,
-          currency: "USD",
-          change: 2,
-          changePercent: 0.4,
-          lastUpdated: Date.now(),
-        });
-        return () => {
-          providerUnsubscribed += 1;
-        };
-      },
-    };
-
-    const router = new AssetDataRouter(fallbackProvider, [streamingProvider]);
-    attachTestRegistry(router, { brokers: [["ibkr", broker]] });
-    setBrokerInstances(router, [brokerInstance()]);
-
-    const seenSymbols: string[] = [];
-    const unsubscribe = router.subscribeQuotes([
-      {
-        symbol: "AAPL",
-        exchange: "NASDAQ",
-        context: {
-          brokerId: "ibkr",
-          brokerInstanceId: "ibkr-work",
-        },
-      },
-      {
-        symbol: "MSFT",
-        exchange: "NASDAQ",
-      },
-    ], (target) => {
-      seenSymbols.push(target.symbol);
-    });
-
-    expect(brokerTargets).toEqual([]);
-    expect(providerTargets).toEqual([
-      {
-        symbol: "AAPL",
-        exchange: "NASDAQ",
-        context: {
-          brokerId: "ibkr",
-          brokerInstanceId: "ibkr-work",
-        },
-      },
-      {
-        symbol: "MSFT",
-        exchange: "NASDAQ",
-      },
-    ]);
-    expect(seenSymbols).toEqual(["AAPL"]);
-
-    unsubscribe();
-    expect(brokerUnsubscribed).toBe(0);
-    expect(providerUnsubscribed).toBe(1);
-  });
-
-  test("can force broker-linked targets onto provider streaming", () => {
-    const brokerTargets: QuoteSubscriptionTarget[] = [];
-    const providerTargets: QuoteSubscriptionTarget[] = [];
-
-    const broker: BrokerAdapter = {
-      id: "ibkr",
-      name: "IBKR",
-      configSchema: [],
-      async validate() {
-        return true;
-      },
-      async importPositions() {
-        return [];
-      },
-      subscribeQuotes(_instance, targets) {
-        brokerTargets.push(...targets);
-        return () => {};
-      },
-    };
-    const streamingProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      subscribeQuotes(targets) {
-        providerTargets.push(...targets);
-        return () => {};
-      },
-    };
-
-    const router = new AssetDataRouter(fallbackProvider, [streamingProvider]);
-    attachTestRegistry(router, { brokers: [["ibkr", broker]] });
-    setBrokerInstances(router, [brokerInstance()]);
-
-    const unsubscribe = router.subscribeQuotes([{
-      symbol: "AAPL",
-      exchange: "NASDAQ",
-      route: "provider",
-      context: {
-        brokerId: "ibkr",
-        brokerInstanceId: "ibkr-work",
-      },
-    }], () => {});
-
-    expect(brokerTargets).toEqual([]);
-    expect(providerTargets).toEqual([{
-      symbol: "AAPL",
-      exchange: "NASDAQ",
-      route: "provider",
-      context: {
-        brokerId: "ibkr",
-        brokerInstanceId: "ibkr-work",
-      },
-    }]);
-
-    unsubscribe();
-  });
-
-  test("drops empty zero provider stream quotes", () => {
-    const providerTargets: QuoteSubscriptionTarget[] = [];
-    const seenQuotes: Array<{ symbol: string; price: number }> = [];
-    const streamingProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      subscribeQuotes(targets, onQuote) {
-        providerTargets.push(...targets);
-        onQuote(targets[0]!, {
-          symbol: "HEXA B",
-          price: 0,
-          currency: "SEK",
-          change: 0,
-          changePercent: 0,
-          lastUpdated: Date.now(),
-          listingExchangeName: "SFB",
-          dataSource: "delayed",
-        });
-        return () => {};
-      },
-    };
-
-    const router = new AssetDataRouter(fallbackProvider, [streamingProvider]);
-    const unsubscribe = router.subscribeQuotes([{
-      symbol: "HEXA B",
-      exchange: "SFB",
-      route: "provider",
-    }], (_target, quote) => {
-      seenQuotes.push({ symbol: quote.symbol, price: quote.price });
-    });
-
-    expect(providerTargets).toEqual([{
-      symbol: "HEXA B",
-      exchange: "SFB",
-      route: "provider",
-    }]);
-    expect(seenQuotes).toEqual([]);
-
-    unsubscribe();
-  });
-
-  test("returns quote-only financials for option tickers when snapshots are unavailable", async () => {
-    const router = new AssetDataRouter({
-      ...fallbackProvider,
-      async getTickerFinancials() {
-        return makeFinancials();
-      },
-      async getQuote(ticker) {
-        return makeQuote({
-          symbol: ticker,
-          price: 252.375,
-          change: 1.5,
-          changePercent: 0.6,
-          bid: 250.25,
-          ask: 254.5,
-          mark: 252.375,
-          providerId: "gloomberb-cloud",
-          dataSource: "delayed",
-        });
-      },
-    });
-
-    const financials = await router.getTickerFinancials("AMD   270917C00230000");
-
-    expect(financials.quote?.symbol).toBe("AMD   270917C00230000");
-    expect(financials.quote?.mark).toBe(252.375);
-    expect(financials.annualStatements).toEqual([]);
-    expect(financials.priceHistory).toEqual([]);
-  });
-
-  test("merges cached broker financials with cached fallback fundamentals", async () => {
-    const dbPath = createTempDbPath("cache-merge");
-    const persistence = new AppPersistence(dbPath);
-    const providerCalls = { broker: 0, fallback: 0 };
-    const router = new AssetDataRouter({
-      ...fallbackProvider,
-      async getTickerFinancials() {
-        providerCalls.fallback += 1;
-        return makeFinancials({
-          annualStatements: [{ date: "2025-12-31", totalRevenue: 1000 }],
-          quarterlyStatements: [{ date: "2025-12-31", totalRevenue: 250 }],
-          fundamentals: { revenue: 1000, netIncome: 200 },
-        });
-      },
-    }, [], persistence.resources);
-    const broker: BrokerAdapter = {
-      id: "ibkr",
-      name: "IBKR",
-      configSchema: [],
-      async validate() {
-        return true;
-      },
-      async importPositions() {
-        return [];
-      },
-      async getTickerFinancials() {
-        providerCalls.broker += 1;
-        return makeFinancials({
-          quote: makeQuote({
-            price: 125,
-            change: 2,
-            changePercent: 1.6,
-          }),
-          fundamentals: {},
-        });
-      },
-    };
-
-    attachTestRegistry(router, { brokers: [["ibkr", broker]] });
-    setBrokerInstances(router, [brokerInstance()]);
-
-    const merged = await router.getTickerFinancials("AAPL", "NASDAQ", {
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-work",
-    });
-    expect(merged.quote?.price).toBe(125);
-    expect(merged.fundamentals?.revenue).toBe(1000);
-    expect(providerCalls.broker).toBe(1);
-    expect(providerCalls.fallback).toBe(1);
-
-    const cached = router.getCachedFinancialsForTargets([{
-      symbol: "AAPL",
-      exchange: "NASDAQ",
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-work",
-    }], { allowExpired: true });
-    expect(cached.get("AAPL")?.quote?.price).toBe(125);
-    expect(cached.get("AAPL")?.fundamentals?.revenue).toBe(1000);
-    persistence.close();
-  });
-
-  test("keeps broker price authority when a fallback quote is off by a likely 100x unit mismatch", async () => {
-    const router = new AssetDataRouter({
-      ...fallbackProvider,
-      async getTickerFinancials() {
-        return makeFinancials({
-          priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 0.245 }],
-          quote: makeQuote({
-            symbol: "IQE.L",
-            listingExchangeName: "LSE",
-            providerId: "yahoo",
-            price: 0.245,
-            currency: "GBP",
-            change: -0.021,
-            changePercent: -7.89,
-            dataSource: "delayed",
-          }),
-          fundamentals: { revenue: 1000 },
-        });
-      },
-    });
-    const broker: BrokerAdapter = {
-      id: "ibkr",
-      name: "IBKR",
-      configSchema: [],
-      async validate() {
-        return true;
-      },
-      async importPositions() {
-        return [];
-      },
-      async getTickerFinancials() {
-        return makeFinancials({
-          priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 24.5 }],
-          quote: makeQuote({
-            symbol: "IQE",
-            providerId: "ibkr",
-            price: 24.5,
-            currency: "GBP",
-            change: -2.1,
-            changePercent: -7.89,
-            dataSource: "live",
-          }),
-          fundamentals: { netIncome: 200 },
-        });
-      },
-    };
-
-    attachTestRegistry(router, { brokers: [["ibkr", broker]] });
-    setBrokerInstances(router, [brokerInstance()]);
-
-    const merged = await router.getTickerFinancials("IQE", "LSE", {
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-work",
-    });
-
-    expect(merged.quote?.price).toBe(24.5);
-    expect(merged.quote?.provenance?.rejectedPriceProviders).toContain("yahoo");
-    expect(merged.priceHistory[0]?.close).toBe(0.245);
-    expect(merged.fundamentals?.netIncome).toBe(200);
-  });
-
-  test("preserves fallback profile data when broker already has fundamentals", async () => {
-    const router = new AssetDataRouter({
-      ...fallbackProvider,
-      async getTickerFinancials() {
-        return makeFinancials({
-          profile: {
-            description: "Builds hardware and software.",
-            sector: "Technology",
-            industry: "Consumer Electronics",
-          },
-        });
-      },
-    });
-    const broker: BrokerAdapter = {
-      id: "ibkr",
-      name: "IBKR",
-      configSchema: [],
-      async validate() {
-        return true;
-      },
-      async importPositions() {
-        return [];
-      },
-      async getTickerFinancials() {
-        return makeFinancials({
-          fundamentals: { revenue: 1000, netIncome: 200 },
-        });
-      },
-    };
-
-    attachTestRegistry(router, { brokers: [["ibkr", broker]] });
-    setBrokerInstances(router, [brokerInstance()]);
-
-    const merged = await router.getTickerFinancials("AAPL", "NASDAQ", {
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-work",
-    });
-    expect(merged.fundamentals?.revenue).toBe(1000);
-    expect(merged.profile?.description).toBe("Builds hardware and software.");
-    expect(merged.profile?.sector).toBe("Technology");
-  });
-
-  test("merges fallback provider statement arrays without taking over preferred financials", async () => {
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      priority: 100,
-      async getTickerFinancials() {
-        return makeFinancials({
-          quote: makeQuote({
-            price: 125,
-            change: 2,
-            changePercent: 1.6,
-          }),
-          fundamentals: {
-            trailingPE: 25,
-          },
-        });
-      },
-    };
-    let yahooCalls = 0;
-    const yahooProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 1000,
-      async getTickerFinancials() {
-        yahooCalls += 1;
-        return makeFinancials({
-          annualStatements: [{ date: "2025-12-31", totalRevenue: 391035000000 }],
-          quarterlyStatements: [{ date: "2026-03-31", totalRevenue: 95359000000 }],
-          priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 124 }],
-          quote: makeQuote({
-            price: 124,
-            change: 1,
-            changePercent: 0.8,
-            marketCap: 2_000_000_000,
-          }),
-          fundamentals: {
-            forwardPE: 22,
-          },
-        });
-      },
-    };
-
-    const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
-    const merged = await router.getTickerFinancials("AAPL", "NASDAQ");
-
-    expect(merged.quote?.price).toBe(125);
-    expect(merged.quote?.marketCap).toBeUndefined();
-    expect(merged.fundamentals?.trailingPE).toBe(25);
-    expect(merged.fundamentals?.forwardPE).toBeUndefined();
-    expect(merged.priceHistory).toEqual([]);
-    expect(merged.annualStatements).toEqual([{ date: "2025-12-31", totalRevenue: 391035000000 }]);
-    expect(merged.quarterlyStatements).toEqual([{ date: "2026-03-31", totalRevenue: 95359000000 }]);
-    expect(yahooCalls).toBe(1);
-  });
-
-  test("supplements shallow preferred provider statement history", async () => {
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      priority: 100,
-      async getTickerFinancials() {
-        return makeFinancials({
-          profile: { sector: "Technology" },
-          quote: makeQuote({ symbol: "LINK", price: 25 }),
-          quarterlyStatements: [
-            { date: "2025-03-31", operatingCashFlow: -271_000 },
-            { date: "2025-06-30", operatingCashFlow: -138_000 },
-            { date: "2025-09-30", operatingCashFlow: 653_000 },
-            { date: "2025-12-31", operatingCashFlow: -356_000 },
-            { date: "2026-03-31", operatingCashFlow: -543_000 },
-          ],
-        });
-      },
-    };
-    let yahooCalls = 0;
-    const yahooProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 1000,
-      async getTickerFinancials() {
-        yahooCalls += 1;
-        return makeFinancials({
-          quarterlyStatements: [
-            { date: "2024-03-31", operatingCashFlow: -601_000 },
-            { date: "2024-06-30", operatingCashFlow: -488_000 },
-            { date: "2024-09-30", operatingCashFlow: -204_000 },
-            { date: "2024-12-31", operatingCashFlow: 122_000 },
-          ],
-        });
-      },
-    };
-
-    const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
-    const merged = await router.getTickerFinancials("LINK", "NASDAQ");
-
-    expect(yahooCalls).toBe(1);
-    expect(merged.profile?.sector).toBe("Technology");
-    expect(merged.quote?.price).toBe(25);
-    expect(merged.quarterlyStatements.map((row) => row.date)).toEqual([
-      "2024-03-31",
-      "2024-06-30",
-      "2024-09-30",
-      "2024-12-31",
-      "2025-03-31",
-      "2025-06-30",
-      "2025-09-30",
-      "2025-12-31",
-      "2026-03-31",
-    ]);
-  });
-
-  test("enriches shallow batch provider statement history through the single financial route", async () => {
-    const shallowCloudRows = [
-      { date: "2025-03-31", eps: 0.44 },
-      { date: "2025-06-30", eps: 0.54 },
-      { date: "2025-09-30", eps: 0.75 },
-      { date: "2025-12-31", eps: 0.92 },
-      { date: "2026-03-31", eps: 0.84 },
-    ];
-    let cloudBatchCalls = 0;
-    let cloudSingleCalls = 0;
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      priority: 100,
-      async getTickerFinancials() {
-        cloudSingleCalls += 1;
-        return makeFinancials({
-          profile: { sector: "Technology" },
-          quote: makeQuote({ symbol: "AMD", price: 125 }),
-          quarterlyStatements: shallowCloudRows,
-        });
-      },
-      async getTickerFinancialsBatch(targets) {
-        cloudBatchCalls += 1;
-        return targets.map((target) => ({
-          target,
-          financials: makeFinancials({
-            profile: { sector: "Technology" },
-            quote: makeQuote({ symbol: target.symbol, price: 125 }),
-            quarterlyStatements: shallowCloudRows,
-          }),
-        }));
-      },
-    };
-    let yahooCalls = 0;
-    const yahooProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 1000,
-      async getTickerFinancials() {
-        yahooCalls += 1;
-        return makeFinancials({
-          quarterlyStatements: [
-            { date: "2024-03-31", eps: 0.07 },
-            { date: "2024-06-30", eps: 0.16 },
-            { date: "2024-09-30", eps: 0.47 },
-            { date: "2024-12-31", eps: 0.29 },
-          ],
-        });
-      },
-    };
-
-    const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
-    const results = await router.getTickerFinancialsBatch([{ symbol: "AMD", exchange: "NASDAQ" }], { forceRefresh: true });
-    const financials = results[0]?.financials;
-
-    expect(cloudBatchCalls).toBe(1);
-    expect(cloudSingleCalls).toBe(1);
-    expect(yahooCalls).toBe(1);
-    expect(financials?.profile?.sector).toBe("Technology");
-    expect(financials?.quote?.symbol).toBe("AMD");
-    expect(financials?.quarterlyStatements.map((row) => row.date)).toEqual([
-      "2024-03-31",
-      "2024-06-30",
-      "2024-09-30",
-      "2024-12-31",
-      "2025-03-31",
-      "2025-06-30",
-      "2025-09-30",
-      "2025-12-31",
-      "2026-03-31",
-    ]);
-  });
-
-  test("refreshes shallow cached provider statement history", async () => {
-    const dbPath = createTempDbPath("cached-shallow-statement-history");
-    const persistence = new AppPersistence(dbPath);
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      priority: 100,
-      async getTickerFinancials() {
-        return makeFinancials({
-          profile: { sector: "Technology" },
-          quote: makeQuote({ symbol: "LINK", price: 25 }),
-          quarterlyStatements: [
-            { date: "2025-03-31", operatingCashFlow: -271_000 },
-            { date: "2025-06-30", operatingCashFlow: -138_000 },
-            { date: "2025-09-30", operatingCashFlow: 653_000 },
-            { date: "2025-12-31", operatingCashFlow: -356_000 },
-            { date: "2026-03-31", operatingCashFlow: -543_000 },
-          ],
-        });
-      },
-    };
-    let yahooCalls = 0;
-    const yahooProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 1000,
-      async getTickerFinancials() {
-        yahooCalls += 1;
-        return makeFinancials({
-          quarterlyStatements: [
-            { date: "2024-03-31", operatingCashFlow: -601_000 },
-            { date: "2024-06-30", operatingCashFlow: -488_000 },
-            { date: "2024-09-30", operatingCashFlow: -204_000 },
-            { date: "2024-12-31", operatingCashFlow: 122_000 },
-          ],
-        });
-      },
-    };
-
-    try {
-      const seedRouter = new AssetDataRouter(null, [cloudProvider], persistence.resources);
-      await seedRouter.getTickerFinancials("LINK", "NASDAQ");
-
-      const cachedRouter = new AssetDataRouter(yahooProvider, [cloudProvider], persistence.resources);
-      const merged = await cachedRouter.getTickerFinancials("LINK", "NASDAQ");
-
-      expect(yahooCalls).toBe(1);
-      expect(merged.quarterlyStatements).toHaveLength(9);
-    } finally {
-      persistence.close();
-    }
-  });
-
-  test("fills missing preferred statement fields from richer fallback rows", async () => {
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      priority: 100,
-      async getTickerFinancials() {
-        return makeFinancials({
-          annualStatements: [{ date: "2025-12-31", totalRevenue: 1000 }],
-          quote: makeQuote({
-            symbol: "AMD",
-            price: 125,
-            change: 2,
-            changePercent: 1.6,
-          }),
-        });
-      },
-    };
-    let yahooCalls = 0;
-    const yahooProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 1000,
-      async getTickerFinancials() {
-        yahooCalls += 1;
-        return makeFinancials({
-          annualStatements: [{
-            date: "2025-12-31",
-            totalRevenue: 900,
-            accountsReceivable: 250,
-            inventory: 125,
-          }],
-        });
-      },
-    };
-
-    const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
-    const merged = await router.getTickerFinancials("AMD", "NASDAQ");
-
-    expect(merged.quote?.price).toBe(125);
-    expect(merged.annualStatements).toEqual([{
-      date: "2025-12-31",
-      totalRevenue: 1000,
-      accountsReceivable: 250,
-      inventory: 125,
-    }]);
-    expect(yahooCalls).toBe(1);
-  });
-
-  test("fills unusable preferred provider financial quotes from a later provider", async () => {
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      priority: 100,
-      async getTickerFinancials() {
-        return makeFinancials({
-          profile: { sector: "Industrials" },
-          quote: makeQuote({
-            symbol: "HY9H",
-            price: 1295,
-            change: -95,
-            changePercent: -6.83,
-            lastUpdated: Date.now() - 20 * 60_000,
-            listingExchangeName: "FWB2",
-            marketState: "REGULAR",
-          }),
-        });
-      },
-    };
-    const yahooProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 1000,
-      async getTickerFinancials() {
-        return makeFinancials({
-          quote: makeQuote({
-            symbol: "HY9H.F",
-            price: 1305,
-            change: -85,
-            changePercent: -6.12,
-            lastUpdated: Date.now(),
-            listingExchangeName: "FWB2",
-            marketState: "REGULAR",
-          }),
-        });
-      },
-    };
-
-    const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
-    const merged = await router.getTickerFinancials("HY9H", "FWB2", { cacheMode: "refresh" });
-
-    expect(merged.profile?.sector).toBe("Industrials");
-    expect(merged.quote?.symbol).toBe("HY9H.F");
-    expect(merged.quote?.price).toBe(1305);
-    expect(merged.quote?.changePercent).toBe(-6.12);
-  });
-
-  test("caches the preferred provider financial snapshot without merging fallback snapshots", async () => {
-    const dbPath = createTempDbPath("cached-provider-financial-preferred");
-    const persistence = new AppPersistence(dbPath);
-
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "cloud",
-      name: "Cloud",
-      priority: 100,
-      async getTickerFinancials() {
-        return makeFinancials({
-          quote: makeQuote({
-            price: 125,
-            change: 2,
-            changePercent: 1.6,
-          }),
-          fundamentals: {
-            trailingPE: 25,
-          },
-          profile: {
-            sector: "Technology",
-          },
-        });
-      },
-    };
-    const yahooProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 1000,
-      async getTickerFinancials() {
-        return makeFinancials({
-          priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 124 }],
-          quote: makeQuote({
-            price: 124,
-            change: 1,
-            changePercent: 0.8,
-            marketCap: 2_000_000_000,
-          }),
-          fundamentals: {
-            forwardPE: 22,
-          },
-        });
-      },
-    };
-
-    const seedRouter = new AssetDataRouter(yahooProvider, [cloudProvider], persistence.resources);
-    const seeded = await seedRouter.getTickerFinancials("AAPL", "NASDAQ");
-    expect(seeded.quote?.price).toBe(125);
-    expect(seeded.quote?.marketCap).toBeUndefined();
-
-    let cloudCalls = 0;
-    let yahooCalls = 0;
-    const cachedRouter = new AssetDataRouter({
-      ...yahooProvider,
-      async getTickerFinancials() {
-        yahooCalls += 1;
-        throw new Error("expected cached yahoo financials");
-      },
-    }, [{
-      ...cloudProvider,
-      async getTickerFinancials() {
-        cloudCalls += 1;
-        throw new Error("expected cached cloud financials");
-      },
-    }], persistence.resources);
-
-    const cached = await cachedRouter.getTickerFinancials("AAPL", "NASDAQ");
-
-    expect(cloudCalls).toBe(0);
-    expect(yahooCalls).toBe(0);
-    expect(cached.quote?.price).toBe(125);
-    expect(cached.quote?.marketCap).toBeUndefined();
-    expect(cached.fundamentals?.trailingPE).toBe(25);
-    expect(cached.fundamentals?.forwardPE).toBeUndefined();
-    expect(cached.profile?.sector).toBe("Technology");
-    expect(cached.priceHistory).toEqual([]);
-
-    persistence.close();
-  });
-
-  test("refreshes missing profile data even when cached financials exist", async () => {
-    const dbPath = createTempDbPath("cache-profile-refresh");
-    const persistence = new AppPersistence(dbPath);
-
-    const broker: BrokerAdapter = {
-      id: "ibkr",
-      name: "IBKR",
-      configSchema: [],
-      async validate() {
-        return true;
-      },
-      async importPositions() {
-        return [];
-      },
-      async getTickerFinancials() {
-        return makeFinancials({
-          fundamentals: { revenue: 1000, netIncome: 200 },
-        });
-      },
-    };
-
-    const config = createBrokerConfig([brokerInstance()]);
-
-    const seedRouter = new AssetDataRouter({
-      ...fallbackProvider,
-      async getTickerFinancials() {
-        return makeFinancials();
-      },
-    }, [], persistence.resources);
-    attachTestRegistry(seedRouter, { brokers: [["ibkr", broker]] });
-    seedRouter.setConfigAccessor(() => config);
-
-    const seeded = await seedRouter.getTickerFinancials("PSTG", "NYSE", {
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-work",
-    });
-    expect(seeded.profile).toBeUndefined();
-
-    const refreshedRouter = new AssetDataRouter({
-      ...fallbackProvider,
-      async getTickerFinancials() {
-        return makeFinancials({
-          profile: {
-            description: "Provides enterprise data storage platforms.",
-            sector: "Technology",
-            industry: "Computer Hardware",
-          },
-        });
-      },
-    }, [], persistence.resources);
-    attachTestRegistry(refreshedRouter, { brokers: [["ibkr", broker]] });
-    refreshedRouter.setConfigAccessor(() => config);
-
-    const refreshed = await refreshedRouter.getTickerFinancials("PSTG", "NYSE", {
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-work",
-    });
-    expect(refreshed.fundamentals?.revenue).toBe(1000);
-    expect(refreshed.profile?.description).toBe("Provides enterprise data storage platforms.");
-
-    persistence.close();
-  });
-
-  test("does not reuse another broker instance's financials when a specific instance is requested", async () => {
-    const dbPath = createTempDbPath("instance-scoped-financials");
-    const persistence = new AppPersistence(dbPath);
-    const router = new AssetDataRouter({
-      ...fallbackProvider,
-      async getTickerFinancials() {
-        return makeFinancials({
-          quote: makeQuote({
-            symbol: "IQE.L",
-            listingExchangeName: "LSE",
-            providerId: "yahoo",
-            price: 0.245,
-            currency: "GBP",
-            dataSource: "delayed",
-          }),
-        });
-      },
-    }, [], persistence.resources);
-    const broker: BrokerAdapter = {
-      id: "ibkr",
-      name: "IBKR",
-      configSchema: [],
-      async validate() {
-        return true;
-      },
-      async importPositions() {
-        return [];
-      },
-      async getTickerFinancials(_ticker, instance) {
-        if (instance.id === "ibkr-flex") {
-          throw new Error("Gateway mode is required for broker market data");
-        }
-        return makeFinancials({
-          quote: makeQuote({
-            symbol: "IQE",
-            providerId: "ibkr",
-            price: 24.5,
-            currency: "GBP",
-            dataSource: "live",
-          }),
-        });
-      },
-    };
-
-    attachTestRegistry(router, { brokers: [["ibkr", broker]] });
-    setBrokerInstances(router, [
-      brokerInstance({ id: "ibkr-flex", label: "Flex", connectionMode: "flex" }),
-      brokerInstance({ id: "ibkr-live", label: "Live" }),
-    ]);
-
-    const live = await router.getTickerFinancials("IQE", "LSE", {
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-live",
-    });
-    expect(live.quote?.price).toBe(24.5);
-
-    const flex = await router.getTickerFinancials("IQE", "LSE", {
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-flex",
-    });
-    expect(flex.quote?.price).toBe(0.245);
-
-    const cached = router.getCachedFinancialsForTargets([{
-      symbol: "IQE",
-      exchange: "LSE",
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-flex",
-    }], { allowExpired: true });
-    expect(cached.get("IQE")?.quote?.price).toBe(0.245);
-
-    persistence.close();
-  });
-
-  test("returns merged cached provider financials on cold start when sub-unit quotes exist", async () => {
-    const dbPath = createTempDbPath("cached-sub-unit-financials");
-    const persistence = new AppPersistence(dbPath);
-    const now = Date.now();
-
-    persistence.resources.set(
-      {
-        namespace: "market",
-        kind: "financials",
-        entityKey: "contract:14075064",
-        variantKey: "exchange=LSE",
-        sourceKey: "provider:gloomberb-cloud",
-      },
-      makeFinancials({
-        quote: makeQuote({
-          symbol: "IQE",
-          price: 23.1,
-          currency: "GBp",
-          change: -1.4,
-          changePercent: -5.71,
-          previousClose: 24.5,
-          lastUpdated: now,
-          dataSource: "delayed",
-        }),
-        profile: {
-          description: "Cloud profile",
-        },
-      }),
-      {
-        cachePolicy: { staleMs: 60_000, expireMs: 60_000 },
-        fetchedAt: now,
-      },
-    );
-    persistence.resources.set(
-      {
-        namespace: "market",
-        kind: "financials",
-        entityKey: "contract:14075064",
-        variantKey: "exchange=LSE",
-        sourceKey: "provider:yahoo",
-      },
-      makeFinancials({
-        quote: makeQuote({
-          symbol: "IQE.L",
-          providerId: "yahoo",
-          price: 0.231,
-          currency: "GBP",
-          change: -0.014,
-          changePercent: -5.71,
-          previousClose: 0.245,
-          lastUpdated: now,
-          dataSource: "delayed",
-        }),
-        fundamentals: {
-          revenue: 1000,
-        },
-      }),
-      {
-        cachePolicy: { staleMs: 60_000, expireMs: 60_000 },
-        fetchedAt: now,
-      },
-    );
-
-    const yahooProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 200,
-      async getTickerFinancials() {
-        throw new Error("should not fetch yahoo financials");
-      },
-    };
-    const cloudProvider: DataProvider = {
-      ...fallbackProvider,
-      id: "gloomberb-cloud",
-      name: "Cloud",
-      priority: 100,
-      async getTickerFinancials() {
-        throw new Error("should not fetch cloud financials");
-      },
-    };
-    const router = new AssetDataRouter(yahooProvider, [cloudProvider], persistence.resources);
-
-    const financials = await router.getTickerFinancials("IQE", "LSE", {
-      instrument: {
-        brokerId: "ibkr",
-        brokerInstanceId: "ibkr-personal",
-        conId: 14075064,
-        symbol: "IQE",
-      },
-    });
-
-    expect(financials.quote?.price).toBe(0.231);
-    expect(financials.quote?.currency).toBe("GBP");
-    expect(financials.fundamentals?.revenue).toBe(1000);
-    expect(financials.profile?.description).toBe("Cloud profile");
-
-    persistence.close();
-  });
-
-});