gloomberb 0.15.2 → 0.15.4

package/src/plugins/builtin/portfolio-list/pane/index.test.tsx

@@ -1,1835 +0,0 @@
-import { afterEach, describe, expect, spyOn, test } from "bun:test";
-import { existsSync, rmSync } from "fs";
-import { tmpdir } from "os";
-import { join } from "path";
-import { act, useReducer } from "react";
-import { Box } from "../../../../ui";
-import { PaneFooterProvider, PaneFooterBar } from "../../../../components/layout/pane/footer";
-import type { ReactElement } from "react";
-import { testRender } from "../../../../renderers/opentui/test-utils";
-import { AppPersistence } from "../../../../data/app-persistence";
-import { TickerRepository } from "../../../../data/ticker-repository";
-import { appReducer, createInitialState, type AppAction } from "../../../../state/app/context";
-import { AssetDataRouter } from "../../../../sources/provider-router";
-import {
-  cloneLayout,
-  createDefaultConfig,
-  TICKER_RESEARCH_PANE_ID,
-  type AppConfig,
-  type BrokerInstanceConfig,
-  type LayoutConfig,
-} from "../../../../types/config";
-import type { DataProvider } from "../../../../types/data-provider";
-import type { Quote } from "../../../../types/financials";
-import type { TickerRecord } from "../../../../types/ticker";
-import { MarketDataCoordinator, setSharedMarketDataCoordinator } from "../../../../market-data/coordinator";
-import { instrumentFromTicker } from "../../../../market-data/request-types";
-import { createTestPluginRuntime } from "../../../../test-support/plugin-runtime";
-import { createTestDataProvider } from "../../../../test-support/data-provider";
-import type { PluginRuntimeAccess } from "../../../runtime";
-import { PluginRegistry, setSharedMarketDataForTests, setSharedRegistryForTests } from "../../../registry";
-import { portfolioListModule } from "..";
-import { TestPaneProvider, createTestTicker, createTestPaneConfig } from "../../../../test-support/pane";
-import { AGE_CLOCK_MS } from "../use-column-clock";
-
-const TEST_PANE_ID = "portfolio-list:test";
-
-let testSetup: Awaited<ReturnType<typeof testRender>> | undefined;
-let harnessDispatch: React.Dispatch<AppAction> | null = null;
-let sharedCoordinator: MarketDataCoordinator | null = null;
-let harnessState: ReturnType<typeof createInitialState> | null = null;
-let quoteClock: ReturnType<typeof spyOn> | undefined;
-const tempPaths: string[] = [];
-const tempPersistences: AppPersistence[] = [];
-
-const PortfolioPane = portfolioListModule.panes![0]!.component as (props: {
-  paneId: string;
-  paneType: string;
-  focused: boolean;
-  width: number;
-  height: number;
-}) => ReactElement;
-
-function createBrokerInstance(connectionMode: "gateway" | "flex", id = `ibkr-${connectionMode}`): BrokerInstanceConfig {
-  return {
-    id,
-    brokerType: "ibkr",
-    label: connectionMode === "gateway" ? "Gateway" : "Flex",
-    connectionMode,
-    config: connectionMode === "gateway"
-      ? { connectionMode, gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } }
-      : { connectionMode, flex: { token: "token", queryId: "query" } },
-    enabled: true,
-  };
-}
-
-function createTempDbPath(name: string): string {
-  const path = join(tmpdir(), `gloomberb-portfolio-list-${name}-${Date.now()}-${Math.random().toString(36).slice(2)}.db`);
-  tempPaths.push(path);
-  return path;
-}
-
-function makeTicker(overrides: Partial<TickerRecord["metadata"]> = {}): TickerRecord {
-  return createTestTicker("AAPL", "Apple", {
-    portfolios: ["broker:ibkr-flex:DU12345", "broker:ibkr-live:DU12345"],
-    positions: [
-      {
-        portfolio: "broker:ibkr-flex:DU12345",
-        shares: 10,
-        avgCost: 100,
-        currency: "USD",
-        broker: "ibkr",
-        brokerInstanceId: "ibkr-flex",
-        brokerAccountId: "DU12345",
-      },
-      {
-        portfolio: "broker:ibkr-live:DU12345",
-        shares: 10,
-        avgCost: 100,
-        currency: "USD",
-        broker: "ibkr",
-        brokerInstanceId: "ibkr-live",
-        brokerAccountId: "DU12345",
-      },
-    ],
-    ...overrides
-  });
-}
-
-function makeQuote(overrides: Partial<Quote> = {}): Quote {
-  return {
-    symbol: "AAPL",
-    price: 125,
-    bid: 124.95,
-    ask: 125.05,
-    bidSize: 100,
-    askSize: 200,
-    currency: "USD",
-    change: 5,
-    changePercent: 4.17,
-    previousClose: 120,
-    name: "Apple",
-    lastUpdated: Date.now(),
-    marketState: "REGULAR",
-    ...overrides,
-  };
-}
-
-function createPortfolioConfig(portfolioId: string, brokerInstances: BrokerInstanceConfig[] = []): AppConfig {
-  const config = createTestPaneConfig("/tmp/gloomberb-portfolio-list", {
-    instanceId: TEST_PANE_ID,
-    paneId: "portfolio-list",
-    binding: { kind: "none" },
-    params: { collectionId: portfolioId },
-  });
-
-  return {
-    ...config,
-    brokerInstances,
-    portfolios: [
-      ...config.portfolios,
-      {
-        id: portfolioId,
-        name: portfolioId.includes("flex") ? "Flex DU12345" : "Live DU12345",
-        currency: "USD",
-        brokerId: "ibkr",
-        brokerInstanceId: portfolioId.includes("flex") ? "ibkr-flex" : "ibkr-live",
-        brokerAccountId: "DU12345",
-      },
-    ],
-  };
-}
-
-function createPortfolioConfigWithColumns(
-  portfolioId: string,
-  columnIds: string[],
-  brokerInstances: BrokerInstanceConfig[] = [],
-): AppConfig {
-  const config = createPortfolioConfig(portfolioId, brokerInstances);
-  const instance = config.layout.instances.find((entry) => entry.instanceId === TEST_PANE_ID);
-  if (instance) {
-    instance.settings = {
-      ...(instance.settings ?? {}),
-      columnIds,
-    };
-  }
-  return config;
-}
-
-function createManualCollectionConfig(collectionId: string): AppConfig {
-  return createTestPaneConfig("/tmp/gloomberb-portfolio-list", {
-    instanceId: TEST_PANE_ID,
-    paneId: "portfolio-list",
-    binding: { kind: "none" },
-    params: { collectionId },
-  });
-}
-
-function installQuickAddRegistry(provider: DataProvider): PluginRegistry {
-  const persistence = new AppPersistence(createTempDbPath("quick-add"));
-  tempPersistences.push(persistence);
-  const registry = new PluginRegistry(provider, new TickerRepository(persistence.tickers), persistence);
-  registry.getConfigFn = () => harnessState?.config ?? createDefaultConfig("/tmp/gloomberb-portfolio-list");
-  return registry;
-}
-
-function createQuickAddProvider(match = true): DataProvider {
-  return {
-    id: "quick-add-test",
-    name: "Quick Add Test",
-    async getTickerFinancials() {
-      return {
-        annualStatements: [],
-        quarterlyStatements: [],
-        priceHistory: [],
-        quote: makeQuote({ symbol: "MSFT", price: 420, change: 5.2, changePercent: 1.25, name: "Microsoft" }),
-      };
-    },
-    async getQuote(symbol) {
-      if (match && symbol === "MSFT") {
-        return makeQuote({ symbol: "MSFT", price: 420, change: 5.2, changePercent: 1.25, name: "Microsoft" });
-      }
-      throw new Error(`No quote for ${symbol}`);
-    },
-    async getExchangeRate() {
-      return 1;
-    },
-    async search(query) {
-      if (!match || query !== "MSFT") return [];
-      return [{
-        providerId: "quick-add-test",
-        symbol: "MSFT",
-        name: "Microsoft",
-        exchange: "NASDAQ",
-        currency: "USD",
-        type: "STK",
-      }];
-    },
-    async getArticleSummary() {
-      return null;
-    },
-    async getPriceHistory() {
-      return [];
-    },
-  };
-}
-
-function createPortfolioState(
-  config: AppConfig,
-  collectionId: string,
-  expanded = false,
-  {
-    ticker = makeTicker(),
-    quote = makeQuote(),
-    exchangeRates,
-  }: {
-    ticker?: TickerRecord;
-    quote?: Quote;
-    exchangeRates?: Map<string, number>;
-  } = {},
-) {
-  const state = createInitialState(config);
-  state.focusedPaneId = TEST_PANE_ID;
-  state.paneState[TEST_PANE_ID] = {
-    collectionId,
-    cursorSymbol: "AAPL",
-    cashDrawerExpanded: expanded,
-  };
-  state.tickers = new Map([["AAPL", ticker]]);
-  state.financials = new Map([["AAPL", { annualStatements: [], quarterlyStatements: [], priceHistory: [], quote }]]);
-  if (exchangeRates) {
-    state.exchangeRates = exchangeRates;
-  }
-  return state;
-}
-
-function PortfolioHarness({
-  config,
-  collectionId,
-  expanded = false,
-  brokerAccounts = {},
-  ticker,
-  quote,
-  exchangeRates,
-  stateMutator,
-  runtime = createTestPluginRuntime(),
-  paneHeight = 24,
-  paneWidth = 100,
-  paneFocused = true,
-}: {
-  config: AppConfig;
-  collectionId: string;
-  expanded?: boolean;
-  brokerAccounts?: ReturnType<typeof createInitialState>["brokerAccounts"];
-  ticker?: TickerRecord;
-  quote?: Quote;
-  exchangeRates?: Map<string, number>;
-  stateMutator?: (state: ReturnType<typeof createInitialState>) => void;
-  runtime?: PluginRuntimeAccess;
-  paneHeight?: number;
-  paneWidth?: number;
-  paneFocused?: boolean;
-}) {
-  const initialState = createPortfolioState(config, collectionId, expanded, {
-    ticker,
-    quote,
-    exchangeRates,
-  });
-  initialState.brokerAccounts = brokerAccounts;
-  stateMutator?.(initialState);
-  const [state, dispatch] = useReducer(appReducer, initialState);
-  harnessDispatch = dispatch;
-  harnessState = state;
-
-  return (
-    <TestPaneProvider state={state} dispatch={dispatch} paneId={TEST_PANE_ID} pluginId="portfolio" runtime={runtime}>
-      <PortfolioPane
-        paneId={TEST_PANE_ID}
-        paneType="portfolio-list"
-        focused={paneFocused}
-        width={paneWidth}
-        height={paneHeight}
-      />
-    </TestPaneProvider>
-  );
-}
-
-async function flushFrame() {
-  await act(async () => {
-    await Promise.resolve();
-    await testSetup!.renderOnce();
-    await new Promise((resolve) => setTimeout(resolve, 0));
-    await Promise.resolve();
-    await testSetup!.renderOnce();
-  });
-}
-
-// Answers for the fixture rows repeat what their cache was primed with, so a
-// snapshot the pane warms for a row near the cursor cannot reorder the list;
-// only SIVE, the row under test, has a quote the cache lacks.
-function makeSortWarmupQuote(symbol: string): Quote {
-  if (symbol === "SIVE") {
-    return makeQuote({
-      symbol,
-      price: 46.7,
-      change: -9.6,
-      changePercent: -17.05,
-      previousClose: 56.3,
-      listingExchangeName: "NASDAQ",
-    });
-  }
-  const index = Number(symbol.replace(/^T/, ""));
-  return makeQuote({
-    symbol,
-    price: 100 + index,
-    change: index,
-    changePercent: index,
-    listingExchangeName: "NASDAQ",
-  });
-}
-
-function makeSortWarmupBrokerTicker(portfolioId: string, symbol: string, index: number): TickerRecord {
-  return makeTicker({
-    ticker: symbol,
-    name: symbol,
-    portfolios: [portfolioId],
-    positions: [{
-      portfolio: portfolioId,
-      shares: 10,
-      avgCost: 100,
-      currency: "USD",
-      broker: "ibkr",
-      brokerInstanceId: "ibkr-live",
-      brokerAccountId: "DU12345",
-      brokerContractId: 10_000 + index,
-      markPrice: 100,
-    }],
-    broker_contracts: [{
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-live",
-      symbol,
-      localSymbol: symbol,
-      exchange: "SMART",
-      primaryExchange: "NASDAQ",
-      conId: 10_000 + index,
-    }],
-  });
-}
-
-async function renderHiddenChangePctSortWarmup(options: { staleCachedSiveSnapshot?: boolean } = {}) {
-  // Sorting fixtures have regular-session prices; keep them usable regardless
-  // of the wall-clock session so only the hidden row needs a refresh.
-  quoteClock = spyOn(Date, "now").mockReturnValue(Date.parse("2026-09-14T18:00:00Z"));
-  const portfolioId = "broker:ibkr-live:DU12345";
-  const config = createPortfolioConfigWithColumns(
-    portfolioId,
-    ["ticker", "price", "change_pct", "latency"],
-    [createBrokerInstance("gateway", "ibkr-live")],
-  );
-  const requestedSnapshots: string[] = [];
-  const provider: DataProvider = {
-    id: "test-provider",
-    name: "Test Provider",
-    async getTickerFinancials(symbol) {
-      requestedSnapshots.push(symbol);
-      return {
-        annualStatements: [],
-        quarterlyStatements: [],
-        priceHistory: [],
-        quote: makeSortWarmupQuote(symbol),
-      };
-    },
-    async getQuote(symbol) {
-      return makeSortWarmupQuote(symbol);
-    },
-    async getExchangeRate() {
-      return 1;
-    },
-    async search() {
-      return [];
-    },
-    async getArticleSummary() {
-      return null;
-    },
-    async getPriceHistory() {
-      return [];
-    },
-    subscribeQuotes() {
-      return () => {};
-    },
-  };
-  sharedCoordinator = new MarketDataCoordinator(provider);
-  setSharedMarketDataCoordinator(sharedCoordinator);
-
-  const tickers = Array.from({ length: 29 }, (_, index) => makeSortWarmupBrokerTicker(portfolioId, `T${String(index).padStart(2, "0")}`, index));
-  sharedCoordinator.primeCachedFinancials(tickers.map((ticker, index) => ({
-    instrument: instrumentFromTicker(ticker, ticker.metadata.ticker, { portfolioId })!,
-    financials: {
-      annualStatements: [], quarterlyStatements: [], priceHistory: [],
-      quote: makeQuote({ symbol: ticker.metadata.ticker, price: 100 + index, change: index, changePercent: index, listingExchangeName: "NASDAQ" }),
-    },
-  })));
-  const sive = makeSortWarmupBrokerTicker(portfolioId, "SIVE", 29);
-  if (options.staleCachedSiveSnapshot) {
-    const siveInstrument = instrumentFromTicker(sive, "SIVE", { portfolioId });
-    if (!siveInstrument) throw new Error("expected SIVE instrument");
-    sharedCoordinator.primeCachedFinancials([{
-      instrument: siveInstrument,
-      financials: {
-        annualStatements: [],
-        quarterlyStatements: [],
-        priceHistory: [],
-        quote: makeQuote({
-          symbol: "SIVE",
-          price: 56.3,
-          change: 56.3,
-          changePercent: 100,
-          previousClose: 0,
-          listingExchangeName: "NASDAQ",
-          lastUpdated: Date.now() - 24 * 60 * 60_000,
-          stale: true,
-        }),
-      },
-    }]);
-  }
-
-  testSetup = await testRender(
-    <PortfolioHarness
-      config={config}
-      collectionId={portfolioId}
-      stateMutator={(state) => {
-        state.tickers = new Map([...tickers, sive].map((entry) => [entry.metadata.ticker, entry]));
-        state.financials = new Map(tickers.map((entry, index) => [
-          entry.metadata.ticker,
-          {
-            annualStatements: [],
-            quarterlyStatements: [],
-            priceHistory: [],
-            quote: makeQuote({
-              symbol: entry.metadata.ticker,
-              price: 100 + index,
-              change: index,
-              changePercent: index,
-              listingExchangeName: "NASDAQ",
-            }),
-          },
-        ]));
-        state.paneState[TEST_PANE_ID] = {
-          collectionId: portfolioId,
-          cursorSymbol: "T00",
-          cashDrawerExpanded: false,
-          collectionSorts: {
-            [portfolioId]: { columnId: "change_pct", direction: "asc" },
-          },
-        };
-      }}
-      paneHeight={12}
-    />,
-    { width: 100, height: 12 },
-  );
-
-  await flushFrame();
-  const beforeFrame = testSetup.captureCharFrame();
-  await act(async () => {
-    await new Promise((resolve) => setTimeout(resolve, 400));
-  });
-  await flushFrame();
-
-  return { beforeFrame, frame: testSetup.captureCharFrame(), requestedSnapshots };
-}
-
-afterEach(async () => {
-  if (testSetup) {
-    testSetup.renderer.destroy();
-    testSetup = undefined;
-  }
-  harnessDispatch = null;
-  sharedCoordinator = null;
-  setSharedMarketDataCoordinator(null);
-  setSharedMarketDataForTests(undefined);
-  setSharedRegistryForTests(undefined);
-  harnessState = null;
-  for (const persistence of tempPersistences.splice(0)) {
-    persistence.close();
-  }
-  for (const path of tempPaths.splice(0)) {
-    if (existsSync(path)) rmSync(path, { force: true });
-  }
-  quoteClock?.mockRestore();
-  quoteClock = undefined;
-});
-
-describe("PortfolioListPane cash and margin UI", () => {
-  for (const source of ["unknown currency", "CAD", "missing cash"] as const) {
-    test(`cash drawer and footer preserve account units and missing values (${source})`, async () => {
-      const portfolioId = "broker:ibkr-flex:DU12345";
-      const requested: string[] = [];
-      sharedCoordinator = new MarketDataCoordinator(createTestDataProvider({
-        getQuote: async () => null,
-        getExchangeRate: async (currency) => { requested.push(currency); return 0.75; },
-      }));
-      setSharedMarketDataCoordinator(sharedCoordinator);
-      const config = createPortfolioConfig(portfolioId, [createBrokerInstance("flex")]);
-      config.baseCurrency = "USD";
-      await act(async () => {
-        testSetup = await testRender(<PaneFooterProvider>{(footer) => <Box flexDirection="column">
-          <PortfolioHarness config={config} collectionId={portfolioId} paneHeight={23}
-            paneWidth={160} brokerAccounts={{ "ibkr-flex": [{
-              accountId: "DU12345", name: "Fixture", source: "flex",
-              currency: source === "unknown currency" ? undefined : "CAD",
-              netLiquidation: 20000, totalCashValue: source === "missing cash" ? undefined : 18000,
-            }] }} />
-          <PaneFooterBar footer={footer} focused width={160} />
-        </Box>}</PaneFooterProvider>, { width: 160, height: 24 });
-      });
-      for (let index = 0; index < 6; index++) await flushFrame();
-      const frame = testSetup!.captureCharFrame();
-      expect(frame).toContain(source === "unknown currency" ? "Net Liq —" : "Net Liq 15.0k");
-      expect(frame).toContain(source === "CAD" ? "Cash 13.5k" : "Cash —");
-      expect(frame).not.toContain("Cash 0");
-      if (source !== "unknown currency") expect(requested).toContain("CAD");
-      else expect(frame).toContain("⚠");
-    });
-  }
-
-  test("opens the selected ticker on a second row click", async () => {
-    const portfolioId = "broker:ibkr-flex:DU12345";
-    const config = createPortfolioConfig(portfolioId, [createBrokerInstance("flex")]);
-    const pinned: Array<{ symbol: string; options: { floating?: boolean; paneType?: string } | undefined }> = [];
-    const runtime = createTestPluginRuntime({
-      navigateTicker: () => {
-        throw new Error("portfolio rows should open fixed floating panes directly");
-      },
-      pinTicker: (symbol, options) => {
-        pinned.push({ symbol, options });
-      },
-    });
-
-    testSetup = await testRender(
-      <PortfolioHarness config={config} collectionId={portfolioId} runtime={runtime} />,
-      { width: 100, height: 24 },
-    );
-
-    await flushFrame();
-    const rowY = testSetup.captureCharFrame().split("\n").findIndex((line) => line.includes("AAPL"));
-    expect(rowY).toBeGreaterThanOrEqual(0);
-
-    await act(async () => {
-      await testSetup!.mockMouse.click(2, rowY);
-      await testSetup!.renderOnce();
-    });
-    expect(pinned).toEqual([]);
-
-    await act(async () => {
-      await testSetup!.mockMouse.click(2, rowY);
-      await testSetup!.renderOnce();
-    });
-    expect(pinned).toEqual([{ symbol: "AAPL", options: { floating: true, paneType: TICKER_RESEARCH_PANE_ID } }]);
-  });
-
-  test("quick-add validates and adds an exact watchlist ticker", async () => {
-    const config = createManualCollectionConfig("watchlist");
-    const notifications: Array<{ type?: string; body: string }> = [];
-    installQuickAddRegistry(createQuickAddProvider(true));
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId="watchlist"
-        ticker={makeTicker({ portfolios: [], watchlists: [], positions: [] })}
-        runtime={createTestPluginRuntime({
-          notify: (notification) => notifications.push(notification),
-        })}
-        paneHeight={12}
-      />,
-      { width: 100, height: 12 },
-    );
-
-    await flushFrame();
-    await act(async () => {
-      testSetup!.mockInput.pressKey("a");
-      await testSetup!.renderOnce();
-    });
-    await act(async () => {
-      await testSetup!.mockInput.typeText("MSFT");
-      await testSetup!.renderOnce();
-    });
-    await act(async () => {
-      await new Promise((resolve) => setTimeout(resolve, 360));
-    });
-    await flushFrame();
-
-    const previewFrame = testSetup.captureCharFrame();
-    expect(previewFrame).toContain("420");
-    expect(previewFrame).not.toMatch(/MSFT\s+420/);
-    expect(previewFrame).toContain("+1.25%");
-
-    await act(async () => {
-      testSetup!.mockInput.pressEnter();
-      await Promise.resolve();
-      await testSetup!.renderOnce();
-    });
-    await flushFrame();
-
-    expect(harnessState?.tickers.get("MSFT")?.metadata.watchlists).toEqual(["watchlist"]);
-    expect(notifications.at(-1)).toMatchObject({
-      type: "success",
-      body: "Added MSFT to Watchlist.",
-    });
-  });
-
-  test("quick-add adds an exact ticker to a manual portfolio", async () => {
-    const config = createManualCollectionConfig("main");
-    const notifications: Array<{ type?: string; body: string }> = [];
-    installQuickAddRegistry(createQuickAddProvider(true));
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId="main"
-        ticker={makeTicker({ portfolios: [], watchlists: [], positions: [] })}
-        runtime={createTestPluginRuntime({
-          notify: (notification) => notifications.push(notification),
-        })}
-        paneHeight={12}
-      />,
-      { width: 100, height: 12 },
-    );
-
-    await flushFrame();
-    await act(async () => {
-      testSetup!.mockInput.pressKey("n");
-      await testSetup!.renderOnce();
-    });
-    await act(async () => {
-      await testSetup!.mockInput.typeText("MSFT");
-      await testSetup!.renderOnce();
-    });
-    await act(async () => {
-      await new Promise((resolve) => setTimeout(resolve, 360));
-    });
-    await flushFrame();
-
-    await act(async () => {
-      testSetup!.mockInput.pressEnter();
-      await Promise.resolve();
-      await testSetup!.renderOnce();
-    });
-    await flushFrame();
-
-    expect(harnessState?.tickers.get("MSFT")?.metadata.portfolios).toEqual(["main"]);
-    expect(notifications.at(-1)).toMatchObject({
-      type: "success",
-      body: "Added MSFT to Main Portfolio.",
-    });
-  });
-
-  test("quick-add rejects unresolved ticker input", async () => {
-    const config = createManualCollectionConfig("watchlist");
-    const notifications: Array<{ type?: string; body: string }> = [];
-    installQuickAddRegistry(createQuickAddProvider(false));
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId="watchlist"
-        ticker={makeTicker({ portfolios: [], watchlists: [], positions: [] })}
-        runtime={createTestPluginRuntime({
-          notify: (notification) => notifications.push(notification),
-        })}
-        paneHeight={12}
-      />,
-      { width: 100, height: 12 },
-    );
-
-    await flushFrame();
-    await act(async () => {
-      testSetup!.mockInput.pressKey("n");
-      await testSetup!.renderOnce();
-    });
-    await act(async () => {
-      await testSetup!.mockInput.typeText("NOPE");
-      await testSetup!.renderOnce();
-    });
-    await act(async () => {
-      await new Promise((resolve) => setTimeout(resolve, 360));
-    });
-    await flushFrame();
-
-    expect(testSetup.captureCharFrame()).toContain("No exact ticker match");
-
-    await act(async () => {
-      testSetup!.mockInput.pressEnter();
-      await Promise.resolve();
-      await testSetup!.renderOnce();
-    });
-    await flushFrame();
-
-    expect(harnessState?.tickers.has("NOPE")).toBe(false);
-    expect(notifications.at(-1)).toMatchObject({
-      type: "error",
-      body: "No exact ticker match",
-    });
-  });
-
-  test("keeps non-broker portfolios unchanged", async () => {
-    const config = createDefaultConfig("/tmp/gloomberb-portfolio-list");
-    const layout: LayoutConfig = {
-      dockRoot: { kind: "pane" as const, instanceId: TEST_PANE_ID },
-      instances: [{
-        instanceId: TEST_PANE_ID,
-        paneId: "portfolio-list",
-        binding: { kind: "none" as const },
-        params: { collectionId: "main" },
-      }],
-      floating: [],
-      detached: [],
-    };
-    const nextConfig = { ...config, layout, layouts: [{ name: "Default", layout: cloneLayout(layout) }] };
-
-    testSetup = await testRender(
-      <PortfolioHarness config={nextConfig} collectionId="main" />,
-      { width: 100, height: 24 },
-    );
-
-    await flushFrame();
-
-    const frame = testSetup.captureCharFrame();
-    expect(frame).not.toContain("Cash & Margin");
-  });
-
-  test("renders one-month sparkline column when price history is loaded", async () => {
-    const config = createPortfolioConfigWithColumns(
-      "broker:ibkr-flex:DU12345",
-      ["ticker", "price", "sparkline"],
-      [createBrokerInstance("flex")],
-    );
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId="broker:ibkr-flex:DU12345"
-        stateMutator={(state) => {
-          state.financials = new Map([[
-            "AAPL",
-            {
-              annualStatements: [],
-              quarterlyStatements: [],
-              quote: makeQuote(),
-              priceHistory: [118, 121, 119, 124, 127, 126, 130].map((close, index) => ({
-                date: `2026-03-${20 + index}T00:00:00Z` as unknown as Date,
-                close,
-              })),
-            },
-          ]]);
-        }}
-      />,
-      { width: 100, height: 12 },
-    );
-
-    await flushFrame();
-
-    const frame = testSetup.captureCharFrame();
-    expect(frame).toContain("1M");
-    const row = frame.split("\n").find((line) => line.includes("AAPL")) ?? "";
-    expect(row).toMatch(/[\u2800-\u28ff]/);
-  });
-
-  test("keeps native price and avg cost while converting market value and pnl to base currency", async () => {
-    const portfolioId = "broker:ibkr-flex:DU12345";
-    const config = createPortfolioConfigWithColumns(
-      portfolioId,
-      ["ticker", "price", "change_pct", "shares", "avg_cost", "cost_basis", "mkt_value", "pnl"],
-      [createBrokerInstance("flex")],
-    );
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId={portfolioId}
-        ticker={makeTicker({
-          currency: "EUR",
-          positions: [
-            {
-              portfolio: "broker:ibkr-flex:DU12345",
-              shares: 10,
-              avgCost: 100,
-              currency: "EUR",
-              broker: "ibkr",
-              brokerInstanceId: "ibkr-flex",
-              brokerAccountId: "DU12345",
-            },
-          ],
-        })}
-        quote={makeQuote({
-          price: 125,
-          currency: "EUR",
-          change: 5,
-          changePercent: 4.17,
-        })}
-        exchangeRates={new Map([["USD", 1], ["EUR", 1.1]])}
-      />,
-      { width: 100, height: 24 },
-    );
-
-    await flushFrame();
-
-    const frame = testSetup.captureCharFrame();
-    expect(frame).toMatch(/AAPL\s+125\.00\s+\+4\.17%/);
-    expect(frame).toContain("100");
-    expect(frame).toContain("1.4k");
-    expect(frame).toContain("+275");
-    expect(frame).not.toContain("€100.00");
-    expect(frame).not.toContain("$137.50");
-  });
-
-  for (const width of [80, 120]) {
-    test(`keeps unknown imported cost and broker profit distinct until cost recovery at ${width} columns`, async () => {
-      const portfolioId = "cost-review";
-      const config = createPortfolioConfigWithColumns(portfolioId, ["ticker", "avg_cost", "mkt_value", "pnl", "pnl_pct"]);
-      const imported = makeTicker({ portfolios: [portfolioId], positions: [{
-        portfolio: portfolioId, shares: 10, currency: "USD", broker: "demo", unrealizedPnl: 200,
-      }] });
-      testSetup = await testRender(<PaneFooterProvider>{footer => <Box flexDirection="column">
-        <PortfolioHarness config={config} collectionId={portfolioId}
-          ticker={imported} quote={makeQuote({ price: 120 })} paneWidth={width} paneHeight={15} />
-        <PaneFooterBar footer={footer} focused width={width} />
-      </Box>}</PaneFooterProvider>, { width, height: 16 });
-      await flushFrame();
-      const before = testSetup.captureCharFrame();
-      expect(before).toContain("⚠");
-      expect(before).toMatch(/AAPL\s+—\s+1\.2k\s+\+200\.00\s+—/);
-      expect(before).not.toContain("NaN");
-      const corrected = { ...imported, metadata: { ...imported.metadata,
-        positions: [{ ...imported.metadata.positions[0]!, avgCost: 100 }],
-      } };
-      await act(async () => { harnessDispatch!({ type: "UPDATE_TICKER", ticker: corrected }); });
-      await flushFrame();
-      const after = testSetup.captureCharFrame();
-      expect(after).not.toContain("⚠");
-      expect(after).toMatch(/AAPL\s+100\s+1\.2k\s+\+200\.00\s+\+20\.00%/);
-    });
-  }
-
-  test("shows broker market value and pnl before snapshot warmup", async () => {
-    const portfolioId = "broker:ibkr-flex:DU12345";
-    const config = createPortfolioConfigWithColumns(
-      portfolioId,
-      ["ticker", "price", "mkt_value", "pnl", "pnl_pct"],
-      [createBrokerInstance("flex")],
-    );
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId={portfolioId}
-        stateMutator={(state) => {
-          state.tickers = new Map([["AAPL", makeTicker({
-            portfolios: [portfolioId],
-            positions: [{
-              portfolio: portfolioId,
-              shares: 10,
-              avgCost: 100,
-              currency: "USD",
-              broker: "ibkr",
-              brokerInstanceId: "ibkr-flex",
-              brokerAccountId: "DU12345",
-              markPrice: 125,
-              marketValue: 1250,
-              unrealizedPnl: 250,
-            }],
-          })]]);
-          state.financials = new Map();
-          state.paneState[TEST_PANE_ID] = {
-            collectionId: portfolioId,
-            cursorSymbol: "AAPL",
-            cashDrawerExpanded: false,
-          };
-        }}
-      />,
-      { width: 100, height: 12 },
-    );
-
-    await flushFrame();
-
-    const frame = testSetup.captureCharFrame();
-    expect(frame).toContain("1.3k");
-    expect(frame).toContain("125");
-    expect(frame).toContain("+250");
-    expect(frame).toContain("25.00%");
-  });
-
-  test("renders portfolio grid from portfolio table values and opens the selected ticker", async () => {
-    const portfolioId = "broker:ibkr-flex:DU12345";
-    const config = createPortfolioConfig(portfolioId, [createBrokerInstance("flex")]);
-    const instance = config.layout.instances.find((entry) => entry.instanceId === TEST_PANE_ID);
-    if (instance) {
-      instance.settings = {
-        ...(instance.settings ?? {}),
-        viewMode: "grid",
-      };
-    }
-    const pinned: Array<{ symbol: string; options: { floating?: boolean; paneType?: string } | undefined }> = [];
-    const runtime = createTestPluginRuntime({
-      pinTicker: (symbol, options) => {
-        pinned.push({ symbol, options });
-      },
-    });
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId={portfolioId}
-        runtime={runtime}
-      />,
-      { width: 100, height: 12 },
-    );
-
-    await flushFrame();
-
-    const frame = testSetup.captureCharFrame();
-    expect(frame).toContain("AAPL");
-    expect(frame).toContain("1.3k");
-    expect(frame).toContain("+4.17%");
-
-    await act(async () => {
-      testSetup!.mockInput.pressEnter();
-      await testSetup!.renderOnce();
-    });
-
-    expect(pinned).toEqual([{ symbol: "AAPL", options: { floating: true, paneType: TICKER_RESEARCH_PANE_ID } }]);
-  });
-
-  test("keeps the grid's arrows on its tiles and leaves h and l to the collection tabs", async () => {
-    const portfolioId = "broker:ibkr-flex:DU12345";
-    const config = createPortfolioConfig(portfolioId, [createBrokerInstance("flex")]);
-    const instance = config.layout.instances.find((entry) => entry.instanceId === TEST_PANE_ID);
-    if (instance) instance.settings = { ...(instance.settings ?? {}), viewMode: "grid" };
-    testSetup = await testRender(<PortfolioHarness config={config} collectionId={portfolioId} />, { width: 100, height: 12 });
-    await flushFrame();
-    const collection = () => harnessState?.paneState[TEST_PANE_ID]?.collectionId;
-    expect(collection()).toBe(portfolioId);
-
-    // The tabs mount first and would take left and right for themselves.
-    await act(async () => {
-      testSetup!.mockInput.pressArrow("right");
-      await testSetup!.renderOnce();
-    });
-    expect(collection()).toBe(portfolioId);
-
-    await act(async () => {
-      testSetup!.mockInput.pressKey("l");
-      await testSetup!.renderOnce();
-    });
-    expect(collection()).not.toBe(portfolioId);
-  });
-
-  test("keeps watchlists in table view when grid is saved on the pane", async () => {
-    const config = createManualCollectionConfig("watchlist");
-    const instance = config.layout.instances.find((entry) => entry.instanceId === TEST_PANE_ID);
-    if (instance) {
-      instance.settings = {
-        ...(instance.settings ?? {}),
-        viewMode: "grid",
-      };
-    }
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId="watchlist"
-        ticker={makeTicker({ portfolios: [], watchlists: ["watchlist"], positions: [] })}
-      />,
-      { width: 100, height: 12 },
-    );
-
-    await flushFrame();
-
-    const frame = testSetup.captureCharFrame();
-    expect(frame).toContain("TICKER");
-    expect(frame).toContain("AAPL");
-  });
-
-  test("keeps option avg cost on premium scale and multiplies quoted value by contract size", async () => {
-    const portfolioId = "broker:ibkr-flex:DU12345";
-    const optionTicker = "SPY  260619C00500000";
-    const config = createPortfolioConfigWithColumns(
-      portfolioId,
-      ["ticker", "price", "avg_cost", "cost_basis", "mkt_value", "pnl"],
-      [createBrokerInstance("flex")],
-    );
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId={portfolioId}
-        stateMutator={(state) => {
-          state.tickers = new Map([[
-            optionTicker,
-            makeTicker({
-              ticker: optionTicker,
-              name: "SPY Jun19'26 500 Call",
-              assetCategory: "OPT",
-              portfolios: [portfolioId],
-              positions: [{
-                portfolio: portfolioId,
-                shares: 2,
-                avgCost: 4.25,
-                currency: "USD",
-                broker: "ibkr",
-                brokerInstanceId: "ibkr-flex",
-                brokerAccountId: "DU12345",
-                multiplier: 100,
-              }],
-            }),
-          ]]);
-          state.financials = new Map([[
-            optionTicker,
-            {
-              annualStatements: [],
-              quarterlyStatements: [],
-              priceHistory: [],
-              quote: makeQuote({
-                symbol: optionTicker,
-                price: 5,
-                change: 0.5,
-                changePercent: 11.11,
-                previousClose: 4.5,
-                name: "SPY Jun19'26 500 Call",
-              }),
-            },
-          ]]);
-          state.paneState[TEST_PANE_ID] = {
-            collectionId: portfolioId,
-            cursorSymbol: optionTicker,
-            cashDrawerExpanded: false,
-          };
-        }}
-      />,
-      { width: 100, height: 12 },
-    );
-
-    await flushFrame();
-
-    const frame = testSetup.captureCharFrame();
-    expect(frame).toContain("4.25");
-    expect(frame).toContain("5");
-    expect(frame).toContain("850");
-    expect(frame).toContain("1.0k");
-    expect(frame).toContain("+150.00");
-    expect(frame).not.toContain("$4.25");
-  });
-
-  test("shows flex cash summary once and hides unavailable margin metrics", async () => {
-    const config = createPortfolioConfig("broker:ibkr-flex:DU12345", [createBrokerInstance("flex")]);
-    testSetup = await testRender(<PaneFooterProvider>{(footer) => <Box flexDirection="column">
-      <PortfolioHarness
-        config={config}
-        collectionId="broker:ibkr-flex:DU12345"
-        expanded
-        brokerAccounts={{
-          "ibkr-flex": [{
-            accountId: "DU12345",
-            name: "DU12345",
-            currency: "USD",
-            source: "flex",
-            updatedAt: new Date(2026, 2, 27).getTime(),
-            totalCashValue: -50000,
-            settledCash: -45000,
-            netLiquidation: 125000,
-            cashBalances: [
-              { currency: "USD", quantity: -50000, baseValue: -50000, baseCurrency: "USD" },
-              { currency: "EUR", quantity: -351957.025, baseValue: -381000, baseCurrency: "USD" },
-              { currency: "JPY", quantity: 0, baseValue: 0, baseCurrency: "USD" },
-            ],
-          }],
-        }}
-        paneHeight={23}
-      />
-      <PaneFooterBar footer={footer} focused width={100} />
-    </Box>}</PaneFooterProvider>, { width: 100, height: 24 });
-
-    await flushFrame();
-
-    const frame = testSetup.captureCharFrame();
-    expect(frame).toContain("Cash & Margin");
-    expect(frame.match(/Cash -50.0k/g)).toHaveLength(1);
-    expect(frame.match(/Net Liq 125.0k/g)).toHaveLength(1);
-    expect(frame).toContain("Flex Mar 27");
-    expect(frame).toContain("-351,957.025");
-    expect(frame).not.toContain("Avail");
-    expect(frame).not.toContain("JPY");
-  });
-
-  test("renders bid ask and spread when those columns are enabled", async () => {
-    const config = createPortfolioConfigWithColumns(
-      "broker:ibkr-flex:DU12345",
-      ["ticker", "bid", "ask", "spread", "latency"],
-      [createBrokerInstance("flex")],
-    );
-
-    testSetup = await testRender(
-      <PortfolioHarness config={config} collectionId="broker:ibkr-flex:DU12345" />,
-      { width: 100, height: 12 },
-    );
-
-    await flushFrame();
-
-    const frame = testSetup.captureCharFrame();
-    expect(frame).toContain("BID");
-    expect(frame).toContain("ASK");
-    expect(frame).toContain("SPREAD");
-    expect(frame).toContain("124.95");
-    expect(frame).toContain("125.05");
-    expect(frame).toContain("0.1");
-  });
-
-  test("ages quotes on a once-a-second clock while AGE is shown", async () => {
-    let clock = Date.parse("2026-09-14T18:00:00Z");
-    quoteClock = spyOn(Date, "now").mockImplementation(() => clock);
-    const config = createPortfolioConfigWithColumns(
-      "broker:ibkr-flex:DU12345",
-      ["ticker", "price", "latency"],
-      [createBrokerInstance("flex")],
-    );
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId="broker:ibkr-flex:DU12345"
-        quote={makeQuote({ lastUpdated: clock - 3_000, receivedAt: clock - 2_000 })}
-      />,
-      { width: 60, height: 8 },
-    );
-    await flushFrame();
-    expect(testSetup.captureCharFrame()).toMatch(/AAPL\s+125\.00\s+2s/);
-
-    // A quote received since the clock last ticked reads its true age on the next tick.
-    clock += 5_000;
-    await act(async () => {
-      await Bun.sleep(AGE_CLOCK_MS + 50);
-    });
-    await flushFrame();
-    expect(testSetup.captureCharFrame()).toMatch(/AAPL\s+125\.00\s+7s/);
-  });
-
-  test("warms full financials for visible rows when only quote data is loaded", async () => {
-    const config = createPortfolioConfigWithColumns(
-      "broker:ibkr-flex:DU12345",
-      ["ticker", "market_cap", "pe", "forward_pe"],
-      [createBrokerInstance("flex")],
-    );
-    const seededTicker = makeTicker();
-    const seededQuote = makeQuote();
-    let calls = 0;
-    let resolveFinancials!: (value: {
-      annualStatements: [];
-      quarterlyStatements: [];
-      priceHistory: Array<{ date: Date; close: number }>;
-      quote: Quote;
-      fundamentals: { trailingPE: number; forwardPE: number };
-    }) => void;
-    const financialsPromise = new Promise<{
-      annualStatements: [];
-      quarterlyStatements: [];
-      priceHistory: Array<{ date: Date; close: number }>;
-      quote: Quote;
-      fundamentals: { trailingPE: number; forwardPE: number };
-    }>((resolve) => {
-      resolveFinancials = resolve;
-    });
-    const provider: DataProvider = {
-      id: "test-provider",
-      name: "Test Provider",
-      async getTickerFinancials(symbol) {
-        calls += 1;
-        return financialsPromise;
-      },
-      async getQuote() {
-        return makeQuote();
-      },
-      async getExchangeRate() {
-        return 1;
-      },
-      async search() {
-        return [];
-      },
-      async getArticleSummary() {
-        return null;
-      },
-      async getPriceHistory() {
-        return [];
-      },
-      subscribeQuotes() {
-        return () => {};
-      },
-    };
-    sharedCoordinator = new MarketDataCoordinator(provider);
-    const instrument = instrumentFromTicker(seededTicker, seededTicker.metadata.ticker);
-    if (!instrument) throw new Error("expected ticker instrument");
-    sharedCoordinator.primeCachedFinancials([{
-      instrument,
-      financials: {
-        annualStatements: [],
-        quarterlyStatements: [],
-        priceHistory: [],
-        quote: seededQuote,
-      },
-    }]);
-    setSharedMarketDataCoordinator(sharedCoordinator);
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId="broker:ibkr-flex:DU12345"
-        ticker={seededTicker}
-        quote={seededQuote}
-      />,
-      { width: 100, height: 12 },
-    );
-
-    await flushFrame();
-    await act(async () => {
-      await new Promise((resolve) => setTimeout(resolve, 380));
-    });
-    await act(async () => {
-      resolveFinancials({
-        annualStatements: [],
-        quarterlyStatements: [],
-        priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 124 }],
-        quote: makeQuote({
-          symbol: "AAPL",
-          marketCap: 2_000_000_000,
-        }),
-        fundamentals: {
-          trailingPE: 25,
-          forwardPE: 22,
-        },
-      });
-      await Promise.resolve();
-    });
-    await flushFrame();
-
-    const frame = testSetup.captureCharFrame();
-    expect(calls).toBeGreaterThan(0);
-    expect(frame).toContain("2.00B");
-    expect(frame).toContain("25.0");
-    expect(frame).toContain("22.0");
-  });
-
-  test("force-refreshes old visible quote data even when the pane is not focused", async () => {
-    const config = createPortfolioConfigWithColumns(
-      "broker:ibkr-flex:DU12345",
-      ["ticker", "price", "day_pnl"],
-      [createBrokerInstance("flex")],
-    );
-    const oldQuote = makeQuote({
-      price: 120,
-      change: -5,
-      changePercent: -4,
-      currency: "EUR",
-      listingExchangeName: "FWB2",
-      marketState: "REGULAR",
-      lastUpdated: Date.now() - 5 * 60 * 1000,
-    });
-    const batchOptions: Array<{ forceRefresh?: boolean } | undefined> = [];
-    const provider: DataProvider = {
-      id: "test-provider",
-      name: "Test Provider",
-      async getTickerFinancials() {
-        return {
-          annualStatements: [],
-          quarterlyStatements: [],
-          priceHistory: [],
-          quote: oldQuote,
-        };
-      },
-      async getQuotesBatch(targets, options) {
-        batchOptions.push(options);
-        return targets.map((target) => ({
-          target,
-          quote: makeQuote({
-            symbol: target.symbol,
-            price: 126,
-            change: 1,
-            changePercent: 0.8,
-            currency: "EUR",
-            listingExchangeName: "FWB2",
-            marketState: "REGULAR",
-          }),
-        }));
-      },
-      async getQuote(symbol) {
-        return makeQuote({ symbol, price: 126 });
-      },
-      async getExchangeRate() {
-        return 1;
-      },
-      async search() {
-        return [];
-      },
-      async getArticleSummary() {
-        return null;
-      },
-      async getPriceHistory() {
-        return [];
-      },
-      subscribeQuotes() {
-        return () => {};
-      },
-    };
-    sharedCoordinator = new MarketDataCoordinator(provider);
-    setSharedMarketDataCoordinator(sharedCoordinator);
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId="broker:ibkr-flex:DU12345"
-        ticker={makeTicker({ exchange: "FWB2", currency: "EUR" })}
-        quote={oldQuote}
-        paneFocused={false}
-        stateMutator={(state) => {
-          state.focusedPaneId = "portfolio-list:other";
-          state.paneState[TEST_PANE_ID] = {
-            ...(state.paneState[TEST_PANE_ID] ?? {}),
-            collectionSorts: {
-              "broker:ibkr-flex:DU12345": { columnId: "ticker", direction: "asc" },
-            },
-          };
-        }}
-      />,
-      { width: 100, height: 12 },
-    );
-
-    await flushFrame();
-    await act(async () => {
-      await Promise.resolve();
-    });
-    await flushFrame();
-
-    expect(batchOptions.some((options) => options?.forceRefresh === true)).toBe(true);
-    expect(testSetup.captureCharFrame()).toContain("126");
-  });
-
-  test("shows cached market cap on reopen for broker-linked rows", async () => {
-    quoteClock = spyOn(Date, "now").mockReturnValue(Date.parse("2026-09-14T18:00:00Z"));
-    const dbPath = createTempDbPath("cached-reopen-market-cap");
-    const persistence = new AppPersistence(dbPath);
-    const instrument = {
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-live",
-      symbol: "AAPL",
-      localSymbol: "AAPL",
-      exchange: "SMART",
-      primaryExchange: "NASDAQ",
-      conId: 265598,
-    };
-    const cloudProvider: DataProvider = {
-      id: "cloud",
-      name: "Cloud",
-      priority: 100,
-      async getTickerFinancials() {
-        return {
-          annualStatements: [],
-          quarterlyStatements: [],
-          priceHistory: [],
-          quote: makeQuote({
-            symbol: "AAPL",
-            price: 125,
-            marketCap: 2_000_000_000,
-          }),
-          fundamentals: {
-            trailingPE: 25,
-            forwardPE: 22,
-          },
-          profile: {
-            sector: "Technology",
-          },
-        };
-      },
-      async getQuote() {
-        return makeQuote({
-          symbol: "AAPL",
-          price: 125,
-        });
-      },
-      async getExchangeRate() {
-        return 1;
-      },
-      async search() {
-        return [];
-      },
-      async getArticleSummary() {
-        return null;
-      },
-      async getPriceHistory() {
-        return [];
-      },
-    };
-    const yahooProvider: DataProvider = {
-      ...cloudProvider,
-      id: "yahoo",
-      name: "Yahoo",
-      priority: 1000,
-      async getTickerFinancials() {
-        return {
-          annualStatements: [],
-          quarterlyStatements: [],
-          priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 124 }],
-          quote: makeQuote({
-            symbol: "AAPL",
-            price: 124,
-            marketCap: 2_000_000_000,
-          }),
-          fundamentals: {
-            forwardPE: 22,
-          },
-          profile: {
-            sector: "Technology",
-          },
-        };
-      },
-    };
-
-    const seedRouter = new AssetDataRouter(yahooProvider, [cloudProvider], persistence.resources);
-    await seedRouter.getTickerFinancials("AAPL", "NASDAQ", {
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-live",
-      instrument,
-    });
-
-    let liveCalls = 0;
-    const cachedRouter = new AssetDataRouter({
-      ...yahooProvider,
-      async getTickerFinancials() {
-        liveCalls += 1;
-        throw new Error("expected cached yahoo snapshot");
-      },
-    }, [{
-      ...cloudProvider,
-      async getTickerFinancials() {
-        liveCalls += 1;
-        throw new Error("expected cached cloud snapshot");
-      },
-    }], persistence.resources);
-    sharedCoordinator = new MarketDataCoordinator(cachedRouter);
-    setSharedMarketDataCoordinator(sharedCoordinator);
-    const cachedFinancials = cachedRouter.getCachedFinancialsForTargets([{
-      symbol: "AAPL",
-      exchange: "NASDAQ",
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-live",
-      instrument,
-    }]);
-    sharedCoordinator.primeCachedFinancials([{
-      instrument: {
-        symbol: "AAPL",
-        exchange: "NASDAQ",
-        brokerId: "ibkr",
-        brokerInstanceId: "ibkr-live",
-        instrument,
-      },
-      financials: cachedFinancials.get("AAPL")!,
-    }]);
-
-    const config = createPortfolioConfigWithColumns(
-      "broker:ibkr-live:DU12345",
-      ["ticker", "market_cap", "pe", "forward_pe"],
-      [createBrokerInstance("gateway", "ibkr-live")],
-    );
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId="broker:ibkr-live:DU12345"
-        stateMutator={(state) => {
-          state.tickers = new Map([["AAPL", makeTicker({
-            portfolios: ["broker:ibkr-live:DU12345"],
-            positions: [{
-              portfolio: "broker:ibkr-live:DU12345",
-              shares: 10,
-              avgCost: 100,
-              currency: "USD",
-              broker: "ibkr",
-              brokerInstanceId: "ibkr-live",
-              brokerAccountId: "DU12345",
-            }],
-            broker_contracts: [instrument],
-          })]]);
-          state.financials = new Map();
-          state.paneState[TEST_PANE_ID] = {
-            collectionId: "broker:ibkr-live:DU12345",
-            cursorSymbol: "AAPL",
-            cashDrawerExpanded: false,
-          };
-        }}
-      />,
-      { width: 100, height: 12 },
-    );
-
-    await flushFrame();
-
-    const frame = testSetup.captureCharFrame();
-    expect(liveCalls).toBe(0);
-    expect(frame).toContain("2.00B");
-    expect(frame).toContain("25.0");
-    expect(frame).toContain("22.0");
-
-    persistence.close();
-  });
-
-  test("updates a non-selected broker-linked row from streamed quotes", async () => {
-    let observationNow = Date.parse("2026-09-14T11:00:00Z");
-    quoteClock = spyOn(Date, "now").mockImplementation(() => observationNow);
-    const config = createPortfolioConfigWithColumns(
-      "broker:ibkr-live:DU12345",
-      ["ticker", "price", "change_pct", "latency"],
-      [createBrokerInstance("gateway", "ibkr-live")],
-    );
-    let streamed: ((target: { symbol: string; exchange?: string; context?: unknown }, quote: Quote) => void) | null = null;
-    const provider: DataProvider = {
-      id: "test-provider",
-      name: "Test Provider",
-      async getTickerFinancials(symbol) {
-        if (symbol === "AAPL") {
-          return {
-            annualStatements: [],
-            quarterlyStatements: [],
-            priceHistory: [],
-            quote: makeQuote({
-              symbol: "AAPL",
-              price: 125,
-              change: 5,
-              changePercent: 4.17,
-              marketState: "PRE",
-              preMarketPrice: 125,
-              preMarketChange: 5,
-              preMarketChangePercent: 4.17,
-            }),
-          };
-        }
-        return {
-          annualStatements: [],
-          quarterlyStatements: [],
-          priceHistory: [],
-          quote: makeQuote({
-            symbol: "MSFT",
-            price: 315,
-            change: 2,
-            changePercent: 0.64,
-            previousClose: 313,
-            marketState: "PRE",
-            preMarketPrice: 315,
-            name: "Microsoft",
-          }),
-        };
-      },
-      async getQuote(symbol) {
-        return symbol === "AAPL"
-          ? makeQuote({
-            symbol: "AAPL",
-            price: 125,
-            change: 5,
-            changePercent: 4.17,
-            marketState: "PRE",
-            preMarketPrice: 125,
-            preMarketChange: 5,
-            preMarketChangePercent: 4.17,
-          })
-          : makeQuote({
-            symbol: "MSFT",
-            price: 315,
-            change: 2,
-            changePercent: 0.64,
-            previousClose: 313,
-            marketState: "PRE",
-            preMarketPrice: 315,
-            name: "Microsoft",
-          });
-      },
-      async getExchangeRate() {
-        return 1;
-      },
-      async search() {
-        return [];
-      },
-      async getArticleSummary() {
-        return null;
-      },
-      async getPriceHistory() {
-        return [];
-      },
-      subscribeQuotes(_targets, onQuote) {
-        streamed = onQuote as typeof streamed;
-        return () => {};
-      },
-    };
-    sharedCoordinator = new MarketDataCoordinator(provider);
-    setSharedMarketDataCoordinator(sharedCoordinator);
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId="broker:ibkr-live:DU12345"
-        stateMutator={(state) => {
-          state.tickers = new Map([
-            ["AAPL", makeTicker({
-              ticker: "AAPL",
-              name: "Apple",
-              broker_contracts: [{
-                brokerId: "ibkr",
-                brokerInstanceId: "ibkr-live",
-                symbol: "AAPL",
-                localSymbol: "AAPL",
-                exchange: "SMART",
-                primaryExchange: "NASDAQ",
-                conId: 265598,
-              }],
-            })],
-            ["MSFT", makeTicker({
-              ticker: "MSFT",
-              name: "Microsoft",
-              broker_contracts: [{
-                brokerId: "ibkr",
-                brokerInstanceId: "ibkr-live",
-                symbol: "MSFT",
-                localSymbol: "MSFT",
-                exchange: "SMART",
-                primaryExchange: "NASDAQ",
-                conId: 272093,
-              }],
-            })],
-          ]);
-          state.financials = new Map();
-          state.paneState[TEST_PANE_ID] = {
-            collectionId: "broker:ibkr-live:DU12345",
-            cursorSymbol: "MSFT",
-            cashDrawerExpanded: false,
-          };
-        }}
-      />,
-      { width: 100, height: 12 },
-    );
-
-    await flushFrame();
-    await act(async () => {
-      await Promise.resolve();
-    });
-    await flushFrame();
-
-    observationNow += 1_000;
-    await act(async () => {
-      streamed?.(
-        {
-          symbol: "AAPL",
-          exchange: "NASDAQ",
-          context: {
-            brokerId: "ibkr",
-            brokerInstanceId: "ibkr-live",
-            instrument: {
-              brokerId: "ibkr",
-              brokerInstanceId: "ibkr-live",
-              symbol: "AAPL",
-              localSymbol: "AAPL",
-              exchange: "SMART",
-              primaryExchange: "NASDAQ",
-              conId: 265598,
-            },
-          },
-        },
-        makeQuote({
-          symbol: "AAPL",
-          price: 126.5,
-          change: 6.5,
-          changePercent: 5.41,
-          marketState: "PRE",
-          preMarketPrice: 126.5,
-          preMarketChange: 6.5,
-          preMarketChangePercent: 5.41,
-          lastUpdated: Date.now(),
-        }),
-      );
-      await Promise.resolve();
-    });
-    await flushFrame();
-
-    const frame = testSetup.captureCharFrame();
-    expect(frame).toContain("AAPL");
-    expect(frame).toContain("126.5");
-    expect(frame).toContain("+5.41%");
-  });
-
-  test("streams portfolio rows with the active collection broker contract", async () => {
-    const config = createPortfolioConfigWithColumns(
-      "broker:ibkr-live:DU12345",
-      ["ticker", "price", "change_pct", "latency"],
-      [createBrokerInstance("gateway", "ibkr-flex"), createBrokerInstance("gateway", "ibkr-live")],
-    );
-    let subscribedTargets: Array<{ symbol: string; context?: { brokerInstanceId?: string; instrument?: unknown } }> = [];
-    const provider: DataProvider = {
-      id: "test-provider",
-      name: "Test Provider",
-      async getTickerFinancials(symbol) {
-        return {
-          annualStatements: [],
-          quarterlyStatements: [],
-          priceHistory: [],
-          quote: makeQuote({ symbol }),
-        };
-      },
-      async getQuote(symbol) {
-        return makeQuote({ symbol });
-      },
-      async getExchangeRate() {
-        return 1;
-      },
-      async search() {
-        return [];
-      },
-      async getArticleSummary() {
-        return null;
-      },
-      async getPriceHistory() {
-        return [];
-      },
-      subscribeQuotes(targets) {
-        subscribedTargets = targets;
-        return () => {};
-      },
-    };
-    sharedCoordinator = new MarketDataCoordinator(provider);
-    setSharedMarketDataCoordinator(sharedCoordinator);
-
-    const flexContract = {
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-flex",
-      symbol: "VICR",
-      localSymbol: "VICR",
-      exchange: "NASDAQ",
-      conId: 275759,
-    };
-    const liveContract = {
-      brokerId: "ibkr",
-      brokerInstanceId: "ibkr-live",
-      symbol: "VICR",
-      localSymbol: "VICR",
-      exchange: "NASDAQ",
-      primaryExchange: "NASDAQ",
-      conId: 275759,
-    };
-
-    testSetup = await testRender(
-      <PortfolioHarness
-        config={config}
-        collectionId="broker:ibkr-live:DU12345"
-        stateMutator={(state) => {
-          state.tickers = new Map([["VICR", makeTicker({
-            ticker: "VICR",
-            name: "Vicor",
-            portfolios: ["broker:ibkr-flex:DU12345", "broker:ibkr-live:DU12345"],
-            positions: [
-              {
-                portfolio: "broker:ibkr-flex:DU12345",
-                shares: 170,
-                avgCost: 198,
-                currency: "USD",
-                broker: "ibkr",
-                brokerInstanceId: "ibkr-flex",
-                brokerAccountId: "DU12345",
-                brokerContractId: 275759,
-              },
-              {
-                portfolio: "broker:ibkr-live:DU12345",
-                shares: 350,
-                avgCost: 290,
-                currency: "USD",
-                broker: "ibkr",
-                brokerInstanceId: "ibkr-live",
-                brokerAccountId: "DU12345",
-                brokerContractId: 275759,
-              },
-            ],
-            broker_contracts: [flexContract, liveContract],
-          })]]);
-          state.financials = new Map();
-          state.paneState[TEST_PANE_ID] = {
-            collectionId: "broker:ibkr-live:DU12345",
-            cursorSymbol: "VICR",
-            cashDrawerExpanded: false,
-          };
-        }}
-      />,
-      { width: 100, height: 12 },
-    );
-
-    await flushFrame();
-    await act(async () => {
-      await Promise.resolve();
-    });
-
-    const vicrTarget = subscribedTargets.find((target) => target.symbol === "VICR");
-    expect(vicrTarget?.context?.brokerInstanceId).toBe("ibkr-live");
-    expect(vicrTarget?.context?.instrument).toEqual(liveContract);
-  });
-
-  test("warms hidden quote-missing rows when sorting by change percent", async () => {
-    const { beforeFrame, frame, requestedSnapshots } = await renderHiddenChangePctSortWarmup();
-    expect(beforeFrame).not.toContain("SIVE");
-    expect(requestedSnapshots).toContain("SIVE");
-    expect(frame).toContain("SIVE");
-    expect(frame).toContain("-17.05%");
-    expect(frame).toContain("46.7");
-  });
-
-  test("force-refreshes hidden stale cached snapshots when sorting by change percent", async () => {
-    const { beforeFrame, frame, requestedSnapshots } = await renderHiddenChangePctSortWarmup({
-      staleCachedSiveSnapshot: true,
-    });
-    expect(beforeFrame).not.toContain("SIVE");
-    expect(requestedSnapshots).toContain("SIVE");
-    expect(frame).toContain("SIVE");
-    expect(frame).toContain("-17.05%");
-    expect(frame).toContain("46.7");
-  });
-
-});