gloomberb 0.18.1 → 0.18.2
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/package.json +1 -1
- package/src/api-client/commodity-balances.ts +6 -0
- package/src/api-client/company-kpis.ts +9 -0
- package/src/api-client/crypto-markets.ts +9 -0
- package/src/api-client/data.ts +6 -5
- package/src/api-client/equity-screener.ts +2 -0
- package/src/api-client/types.ts +5 -0
- package/src/app/pane-runtime/plugin-bindings.ts +3 -1
- package/src/app/pane-runtime/ticker-open-runtime.ts +17 -5
- package/src/app/runtime/plugin-bindings.ts +6 -2
- package/src/brokers/logos.ts +66 -0
- package/src/brokers/profile-form.ts +3 -0
- package/src/brokers/remote-broker-adapter.ts +13 -3
- package/src/capabilities/index.ts +1 -1
- package/src/capabilities/service-capabilities.ts +7 -1
- package/src/cli/base-converter.ts +60 -18
- package/src/cli/commands/market.ts +281 -154
- package/src/cli/commands/news-search.ts +35 -8
- package/src/cli/commands/system.ts +35 -1
- package/src/cli/commands/ticker.ts +100 -50
- package/src/cli/currency-hints.ts +27 -0
- package/src/cli/fx-pair.ts +41 -4
- package/src/cli/glossary.ts +57 -4
- package/src/cli/helpers.ts +36 -3
- package/src/cli/index.ts +4 -1
- package/src/cli/known-gaps.ts +37 -1
- package/src/cli/listing-arg.ts +37 -2
- package/src/cli/pane-functions/catalog.ts +3 -1
- package/src/cli/pane-functions/discovery.ts +15 -1
- package/src/cli/pane-functions/dom.ts +9 -4
- package/src/cli/pane-functions/freshness.ts +4 -4
- package/src/cli/pane-functions/function-help.ts +27 -3
- package/src/cli/pane-functions/headless.ts +6 -5
- package/src/cli/pane-functions/index.ts +3 -2
- package/src/cli/pane-functions/lock-note.ts +7 -4
- package/src/cli/pane-functions/resolver.ts +2 -1
- package/src/cli/quote-answer.ts +179 -0
- package/src/cli/series-search.ts +2 -1
- package/src/cli/types.ts +4 -0
- package/src/components/chart/composite/composite-chart.tsx +11 -2
- package/src/components/chart/composite/format.ts +13 -1
- package/src/components/chart/composite/level-labels.ts +30 -0
- package/src/components/chart/composite/levels.ts +17 -6
- package/src/components/chart/composite/panel-surface.tsx +58 -8
- package/src/components/command-bar/routes/ticker-search/actions.ts +6 -0
- package/src/components/index.ts +2 -0
- package/src/components/layout/pane/content.tsx +16 -14
- package/src/components/layout/pane/footer/index.tsx +22 -3
- package/src/components/layout/pane/footer/model.ts +99 -4
- package/src/components/layout/pane/header-tabs.tsx +15 -1
- package/src/components/onboarding/onboarding-frame.tsx +9 -11
- package/src/components/onboarding/use-onboarding-broker-form.ts +5 -2
- package/src/components/onboarding/wizard-model.ts +10 -3
- package/src/components/ui/button.tsx +11 -4
- package/src/components/ui/choice-dialog.tsx +8 -5
- package/src/components/ui/display.tsx +11 -6
- package/src/components/ui/fields.tsx +100 -20
- package/src/components/ui/icon.tsx +6 -1
- package/src/components/ui/list-row-lines.tsx +87 -0
- package/src/components/ui/list-view.tsx +14 -0
- package/src/components/ui/logo-mark.tsx +64 -0
- package/src/components/ui/number-step.ts +54 -0
- package/src/components/ui/select-button.tsx +5 -4
- package/src/components/ui/select-field.tsx +3 -3
- package/src/components/ui/status.tsx +17 -3
- package/src/components/ui/tabs.tsx +9 -1
- package/src/components/ui/toggle.tsx +17 -3
- package/src/core/state/app/instrument.ts +8 -3
- package/src/data/config/store/normalize.ts +4 -1
- package/src/data/plugin-cache.ts +32 -6
- package/src/docs/snapshot.json +5 -5
- package/src/i18n/es.ts +9 -3
- package/src/i18n/ja.ts +9 -3
- package/src/i18n/ko.ts +9 -3
- package/src/i18n/zh-cn.ts +10 -4
- package/src/i18n/zh-tw.ts +10 -4
- package/src/market-data/commodity-names.ts +80 -0
- package/src/market-data/coordinator/auxiliary.ts +3 -1
- package/src/market-data/coordinator/chart.ts +3 -1
- package/src/market-data/futures-board.ts +38 -1
- package/src/market-data/futures-contract.ts +91 -0
- package/src/market-data/fx-closes.ts +78 -1
- package/src/market-data/market/change-basis.ts +219 -0
- package/src/market-data/market/format.ts +28 -12
- package/src/market-data/market/freshness.ts +38 -0
- package/src/market-data/market/status.ts +55 -9
- package/src/market-data/market/year-to-date.ts +46 -0
- package/src/market-data/quotes/contributions.ts +12 -0
- package/src/market-data/quotes/delisting.ts +34 -0
- package/src/market-data/quotes/live-valuation.ts +23 -0
- package/src/market-data/quotes/resolution.ts +8 -2
- package/src/market-data/tax-equivalent.ts +10 -2
- package/src/notifications/app-notifier.ts +2 -2
- package/src/notifications/notification-log.ts +8 -6
- package/src/plugins/builtin/alerts/cli.ts +26 -18
- package/src/plugins/builtin/alerts/headless.ts +1 -1
- package/src/plugins/builtin/alerts/index.tsx +13 -4
- package/src/plugins/builtin/attention/trending.tsx +8 -6
- package/src/plugins/builtin/backtest/client.ts +5 -2
- package/src/plugins/builtin/backtest/window.ts +16 -3
- package/src/plugins/builtin/broker-manager/add-flow.tsx +40 -8
- package/src/plugins/builtin/broker-manager/detail.tsx +26 -1
- package/src/plugins/builtin/broker-manager/index.tsx +20 -9
- package/src/plugins/builtin/broker-manager/model.ts +5 -0
- package/src/plugins/builtin/broker-manager/pane-actions.tsx +8 -1
- package/src/plugins/builtin/broker-manager/table.ts +5 -1
- package/src/plugins/builtin/broker-trading/account-picker.tsx +91 -0
- package/src/plugins/builtin/broker-trading/chart-levels.ts +54 -0
- package/src/plugins/builtin/broker-trading/command.ts +103 -0
- package/src/plugins/builtin/broker-trading/controller.ts +688 -0
- package/src/plugins/builtin/broker-trading/dock.tsx +182 -0
- package/src/plugins/builtin/broker-trading/headless.ts +76 -0
- package/src/plugins/builtin/broker-trading/index.tsx +77 -0
- package/src/plugins/builtin/broker-trading/order-feed.ts +383 -0
- package/src/plugins/builtin/broker-trading/orders-data.ts +133 -0
- package/src/plugins/builtin/broker-trading/orders.tsx +437 -0
- package/src/plugins/builtin/broker-trading/overview-orders.tsx +121 -0
- package/src/plugins/builtin/broker-trading/pane-model.ts +207 -0
- package/src/plugins/builtin/broker-trading/pane.tsx +505 -0
- package/src/plugins/builtin/broker-trading/strategy.ts +153 -0
- package/src/plugins/builtin/broker-trading/ticket-parts.tsx +117 -0
- package/src/plugins/builtin/broker-trading/ticket.tsx +573 -0
- package/src/plugins/builtin/buildout/data-runtime.ts +1 -1
- package/src/plugins/builtin/buildout/format.ts +1 -0
- package/src/plugins/builtin/buildout/model/index.ts +16 -7
- package/src/plugins/builtin/buildout/pane/index.tsx +3 -2
- package/src/plugins/builtin/buildout/pane/status.tsx +3 -3
- package/src/plugins/builtin/chart-composer/cli-options.ts +19 -0
- package/src/plugins/builtin/chart-composer/data-catalog-pane.tsx +2 -1
- package/src/plugins/builtin/chart-composer/headless-schema.ts +3 -3
- package/src/plugins/builtin/chart-composer/headless.ts +2 -1
- package/src/plugins/builtin/chart-composer/option-range.ts +39 -0
- package/src/plugins/builtin/chart-composer/pane.tsx +31 -11
- package/src/plugins/builtin/chart-composer/presets.ts +2 -2
- package/src/plugins/builtin/chart-composer/series-catalog.ts +4 -2
- package/src/plugins/builtin/chart-composer/shortcuts.ts +3 -3
- package/src/plugins/builtin/chart-composer/viewport-labels.ts +5 -2
- package/src/plugins/builtin/chat/index.tsx +1 -1
- package/src/plugins/builtin/chat/status-widget.tsx +1 -1
- package/src/plugins/builtin/chat/unread-inbox-pane.tsx +6 -1
- package/src/plugins/builtin/chat/unread-inbox.ts +1 -1
- package/src/plugins/builtin/commodity-balances/client.ts +6 -4
- package/src/plugins/builtin/commodity-balances/headless.ts +41 -7
- package/src/plugins/builtin/commodity-balances/index.tsx +19 -4
- package/src/plugins/builtin/commodity-balances/model.ts +22 -0
- package/src/plugins/builtin/commodity-balances/pane.tsx +36 -5
- package/src/plugins/builtin/company-kpis/client.ts +3 -2
- package/src/plugins/builtin/company-kpis/headless.ts +5 -7
- package/src/plugins/builtin/company-kpis/model.ts +85 -2
- package/src/plugins/builtin/company-kpis/pane.tsx +26 -12
- package/src/plugins/builtin/composite-plugins.ts +3 -2
- package/src/plugins/builtin/cot/headless.ts +1 -1
- package/src/plugins/builtin/cot/index.tsx +1 -1
- package/src/plugins/builtin/cot/model.ts +35 -12
- package/src/plugins/builtin/credit-boards/cdx-pane.tsx +2 -1
- package/src/plugins/builtin/credit-boards/sovr-pane.tsx +2 -1
- package/src/plugins/builtin/credit-conditions/index.tsx +2 -1
- package/src/plugins/builtin/crypto-board/client.ts +33 -2
- package/src/plugins/builtin/crypto-board/headless.ts +5 -2
- package/src/plugins/builtin/crypto-board/model.ts +28 -8
- package/src/plugins/builtin/dividend-yield/headless.ts +30 -8
- package/src/plugins/builtin/dividend-yield/provider-client.ts +3 -1
- package/src/plugins/builtin/earnings-calls/headless.ts +4 -4
- package/src/plugins/builtin/earnings-calls/lock-note.ts +12 -3
- package/src/plugins/builtin/econ/calendar-model.ts +35 -0
- package/src/plugins/builtin/econ/index.tsx +31 -4
- package/src/plugins/builtin/econ/print-watch.ts +279 -0
- package/src/plugins/builtin/equity-screener/headless.ts +20 -5
- package/src/plugins/builtin/equity-screener/model.ts +40 -2
- package/src/plugins/builtin/equity-screener/pane.tsx +24 -21
- package/src/plugins/builtin/estimate-revisions/headless.ts +3 -2
- package/src/plugins/builtin/estimate-revisions/lock-note.ts +29 -7
- package/src/plugins/builtin/exposure/client.ts +4 -1
- package/src/plugins/builtin/exposure/editor.tsx +3 -3
- package/src/plugins/builtin/exposure/evidence.ts +4 -1
- package/src/plugins/builtin/exposure/holdings.ts +3 -1
- package/src/plugins/builtin/exposure/pane.tsx +37 -16
- package/src/plugins/builtin/filing-events/index.tsx +9 -3
- package/src/plugins/builtin/futures/table.tsx +6 -3
- package/src/plugins/builtin/futures-curve/pane.tsx +2 -2
- package/src/plugins/builtin/insider/base-values.ts +72 -0
- package/src/plugins/builtin/insider/headless.ts +29 -4
- package/src/plugins/builtin/jobs/headless.ts +2 -2
- package/src/plugins/builtin/jobs/lock-note.ts +14 -3
- package/src/plugins/builtin/market-halts/model.ts +31 -6
- package/src/plugins/builtin/market-halts/pane.tsx +3 -0
- package/src/plugins/builtin/market-valuation/pane.tsx +2 -1
- package/src/plugins/builtin/members/pane.tsx +8 -3
- package/src/plugins/builtin/news/wire/feed-config.ts +29 -12
- package/src/plugins/builtin/news/wire/index.tsx +7 -2
- package/src/plugins/builtin/news/wire/news/preset-pane.tsx +11 -3
- package/src/plugins/builtin/news/wire/rss/cli.ts +3 -2
- package/src/plugins/builtin/news/wire/rss/source.ts +13 -4
- package/src/plugins/builtin/options/footer.ts +25 -20
- package/src/plugins/builtin/options/live-quotes.ts +33 -18
- package/src/plugins/builtin/options/view.tsx +77 -22
- package/src/plugins/builtin/options-calculator/pane.tsx +4 -2
- package/src/plugins/builtin/options-scenario/pane.tsx +41 -6
- package/src/plugins/builtin/portfolio-list/account-metrics.ts +3 -0
- package/src/plugins/builtin/portfolio-list/cli/render.ts +34 -10
- package/src/plugins/builtin/portfolio-list/headless.ts +1 -1
- package/src/plugins/builtin/portfolio-list/pane/data.ts +23 -1
- package/src/plugins/builtin/portfolio-list/pane/index.tsx +33 -14
- package/src/plugins/builtin/portfolio-list/settings.ts +20 -2
- package/src/plugins/builtin/portfolio-list/summary/index.tsx +12 -0
- package/src/plugins/builtin/portfolio-list/summary/totals.ts +24 -3
- package/src/plugins/builtin/primary-dealers/client.ts +137 -62
- package/src/plugins/builtin/primary-dealers/headless.ts +30 -5
- package/src/plugins/builtin/primary-dealers/index.tsx +3 -2
- package/src/plugins/builtin/primary-dealers/model.ts +179 -129
- package/src/plugins/builtin/primary-dealers/pane.tsx +135 -15
- package/src/plugins/builtin/research/analyst-model.ts +5 -1
- package/src/plugins/builtin/risk-factors/index.tsx +12 -3
- package/src/plugins/builtin/scanner/feed.ts +6 -1
- package/src/plugins/builtin/scanner/headless.ts +1 -1
- package/src/plugins/builtin/scanner/lock-note.ts +3 -2
- package/src/plugins/builtin/series-inventory.ts +1 -0
- package/src/plugins/builtin/shared/cloud-denied.ts +7 -6
- package/src/plugins/builtin/shared/cloud-upgrade.ts +10 -11
- package/src/plugins/builtin/shared/free-routes.ts +24 -0
- package/src/plugins/builtin/shared/headless-options.ts +11 -0
- package/src/plugins/builtin/shared/pro-lock-note.ts +89 -7
- package/src/plugins/builtin/shared/research-trading.tsx +62 -0
- package/src/plugins/builtin/social-mentions/headless.ts +1 -1
- package/src/plugins/builtin/social-mentions/lock-note.ts +1 -1
- package/src/plugins/builtin/themes/headless.ts +8 -2
- package/src/plugins/builtin/themes/model.ts +43 -10
- package/src/plugins/builtin/themes/pane.tsx +8 -6
- package/src/plugins/builtin/ticker-detail/overview/model.ts +44 -10
- package/src/plugins/builtin/ticker-detail/overview/option-contract.ts +64 -0
- package/src/plugins/builtin/ticker-detail/overview-tab.tsx +82 -21
- package/src/plugins/builtin/ticker-detail/pane.tsx +21 -14
- package/src/plugins/builtin/ticker-detail/quote-footer.ts +5 -1
- package/src/plugins/builtin/ticker-detail/quote-monitor/card.tsx +37 -8
- package/src/plugins/builtin/time-sales/pane.tsx +2 -2
- package/src/plugins/builtin/trace-bonds/client.ts +14 -3
- package/src/plugins/builtin/trace-bonds/headless.ts +1 -1
- package/src/plugins/builtin/vol-surface/pane.tsx +2 -2
- package/src/plugins/builtin-editorial.ts +1 -1
- package/src/plugins/compat.ts +3 -0
- package/src/plugins/external-runtime.ts +5 -0
- package/src/plugins/loader.ts +6 -0
- package/src/plugins/plugin-icon.ts +61 -0
- package/src/plugins/registry/host-actions.ts +2 -1
- package/src/plugins/registry/index.ts +9 -1
- package/src/plugins/runtime/context.tsx +5 -0
- package/src/plugins/runtime/index.tsx +3 -0
- package/src/portfolio/column-values.ts +13 -4
- package/src/portfolio/cost-fx.ts +5 -28
- package/src/public/__snapshots__/public-api.test.ts.snap +5 -0
- package/src/public/broker.ts +8 -0
- package/src/public/market-data.ts +5 -0
- package/src/renderers/dom/desktop/control-styles.ts +7 -1
- package/src/renderers/dom/desktop/controls.tsx +39 -7
- package/src/renderers/dom/desktop/icons.tsx +14 -0
- package/src/renderers/dom/desktop/list-view.tsx +51 -19
- package/src/renderers/dom/desktop/menu.tsx +10 -1
- package/src/renderers/dom/desktop/select-field.tsx +8 -6
- package/src/renderers/dom/host/style.ts +6 -1
- package/src/renderers/dom/host/tabs.tsx +6 -0
- package/src/renderers/dom/styles.css +12 -5
- package/src/renderers/electrobun/bun/core-capabilities.ts +12 -0
- package/src/renderers/electrobun/bun/external-plugins.ts +3 -0
- package/src/renderers/electrobun/shared/protocol.ts +2 -0
- package/src/renderers/electrobun/view/broker-remote-client.ts +16 -0
- package/src/renderers/electrobun/view/external-plugins.ts +1 -0
- package/src/series/validate.ts +2 -2
- package/src/sources/gloomberb-cloud/index.ts +50 -17
- package/src/sources/gloomberb-cloud/normalizers.ts +4 -0
- package/src/sources/history-result.ts +3 -0
- package/src/sources/provider-errors.ts +3 -1
- package/src/sources/provider-router/history.ts +49 -6
- package/src/sources/provider-router/index.ts +2 -1
- package/src/state/app/activity.ts +13 -0
- package/src/sync/controller.ts +4 -0
- package/src/sync/core-contributors.ts +62 -11
- package/src/sync/local-only.ts +121 -0
- package/src/sync/react.ts +6 -0
- package/src/sync/types.ts +3 -0
- package/src/tickers/listing-fate.ts +27 -8
- package/src/tickers/search/index.ts +24 -3
- package/src/time-series/price-comparison.ts +35 -0
- package/src/time-series/resolve.ts +52 -11
- package/src/time-series/spec.ts +1 -1
- package/src/time-series/types.ts +5 -0
- package/src/types/broker.ts +56 -1
- package/src/types/config.ts +6 -0
- package/src/types/data-provider.ts +5 -1
- package/src/types/financials.ts +23 -0
- package/src/types/headless.ts +12 -2
- package/src/types/instrument.ts +4 -0
- package/src/types/plugin.ts +24 -6
- package/src/types/price-history.ts +6 -1
- package/src/types/trading.ts +67 -0
- package/src/ui/host.tsx +4 -0
- package/src/utils/base-currency.ts +108 -0
- package/src/utils/currency-names.ts +128 -0
- package/src/utils/currency-pair.ts +2 -1
- package/src/utils/currency-units.ts +32 -1
- package/src/utils/dom-screenshot.ts +22 -9
- package/src/utils/exchange-notation.generated.ts +360 -0
- package/src/utils/exchanges.ts +15 -322
- package/src/utils/format.ts +31 -1
- package/src/utils/instrument-identity.ts +38 -1
- package/src/utils/options.ts +46 -1
- package/src/utils/price-history.ts +4 -0
- package/src/utils/reported-money.ts +8 -4
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/** The ranges `history` takes: the chart ranges, and YTD, which runs from the prior year's last close. */
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const HISTORY_RANGES: HistoryRange[] = [...TIME_RANGES.slice(0, TIME_RANGES.indexOf("1Y")), "YTD", ...TIME_RANGES.slice(TIME_RANGES.indexOf("1Y"))];
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type QuoteCliRecord = Omit<QuoteBatchResult, "error"> & {
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@@ -261,9 +263,9 @@ type FinancialsCliData = TickerFinancials & {
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function parseRange(value: string | undefined, ctx: Parameters<CliCommandDef["execute"]>[1]): HistoryRange {
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@@ -363,6 +365,28 @@ const QUOTE_LEAD_COLUMNS = [
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type QuoteRow = ReturnType<typeof quoteRows>[number];
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/**
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* What Chg% is measured from, as every change line says it ("vs Fri 16 Oct
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* close", "since 00:00 UTC"): the table sets it after Chg% and names the
|
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* venue's holidays under it; an export adds it, and the holiday note, after
|
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* its existing columns, so a column read by position stays where it was.
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*/
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const CHANGE_BASIS_COLUMN = {
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key: "changeBasis", header: "Chg Basis", shrink: false, optional: true, format: (value: unknown) => cliStyles.muted(String(value ?? "")),
|
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};
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const CHANGE_BASIS_EXPORT_COLUMNS = [
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{ key: "changeBasis", header: "Chg Basis" },
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{ key: "changeBasisNote", header: "Chg Basis Note" },
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];
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|
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/** The table's columns: Chg Basis follows Chg%, and the note is a line under the table. */
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|
+
function quoteTextColumns<Column extends { key: string }>(columns: Column[]): Array<Column | typeof CHANGE_BASIS_COLUMN> {
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|
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const exported = new Set(CHANGE_BASIS_EXPORT_COLUMNS.map((column) => column.key));
|
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|
+
const kept = columns.filter((column) => !exported.has(column.key));
|
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|
+
const at = kept.findIndex((column) => column.key === "changePercent") + 1;
|
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|
+
return [...kept.slice(0, at), CHANGE_BASIS_COLUMN, ...kept.slice(at)];
|
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|
+
}
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|
+
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|
/** A Cboe yield index level is a yield: `5.24%`, not a price. */
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function yieldLevelCell(value: unknown, row: QuoteRow): string {
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|
const text = String(value ?? "");
|
|
@@ -398,10 +422,15 @@ function roundedPercent(value: number | undefined): number | null {
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|
return value == null ? null : Number(value.toFixed(2));
|
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|
}
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|
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|
+
/** The quote's currency code, US cents as US¢; an export keeps the code (USX). */
|
|
426
|
+
function currencyCell(value: unknown): string {
|
|
427
|
+
return currencyCodeLabel(typeof value === "string" ? value : "");
|
|
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|
+
}
|
|
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|
+
|
|
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|
function quoteColumns() {
|
|
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|
return [
|
|
403
432
|
...QUOTE_LEAD_COLUMNS,
|
|
404
|
-
{ key: "currency", header: "Cur", shrink: false, optional: true, dropPriority: 1 },
|
|
433
|
+
{ key: "currency", header: "Cur", shrink: false, optional: true, dropPriority: 1, format: currencyCell },
|
|
405
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|
// Whether the price is real-time, delayed or stale: a feed state, not where it came from. A stale
|
|
406
435
|
// row says so here, so the closing line's "N of M stale" always points at rows the table marks.
|
|
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436
|
{
|
|
@@ -414,6 +443,7 @@ function quoteColumns() {
|
|
|
414
443
|
},
|
|
415
444
|
// In a narrow terminal the closing line's as-of stands in for each row's.
|
|
416
445
|
{ key: "updatedAt", header: "Updated", shrink: false, optional: true, dropPriority: 3 },
|
|
446
|
+
...CHANGE_BASIS_EXPORT_COLUMNS,
|
|
417
447
|
];
|
|
418
448
|
}
|
|
419
449
|
|
|
@@ -424,15 +454,11 @@ function compareColumns() {
|
|
|
424
454
|
// A narrow terminal drops these before it cuts the names short.
|
|
425
455
|
{ key: "dayRange", header: "Day Range", align: "right" as const, optional: true, dropPriority: 1 },
|
|
426
456
|
{ key: "volume", header: "Volume", align: "right" as const, format: formatCountCell, optional: true, dropPriority: 2 },
|
|
427
|
-
{ key: "currency", header: "Cur", shrink: false, optional: true, dropPriority: 3 },
|
|
457
|
+
{ key: "currency", header: "Cur", shrink: false, optional: true, dropPriority: 3, format: currencyCell },
|
|
458
|
+
...CHANGE_BASIS_EXPORT_COLUMNS,
|
|
428
459
|
];
|
|
429
460
|
}
|
|
430
461
|
|
|
431
|
-
function errorMessage(error: unknown): string | null {
|
|
432
|
-
if (error == null) return null;
|
|
433
|
-
return error instanceof Error ? error.message : String(error);
|
|
434
|
-
}
|
|
435
|
-
|
|
436
462
|
/** What the Feed cell says: stale wins over the feed's own live or delayed, as the closing line counts it. */
|
|
437
463
|
function quoteFeedState(quote: QuoteCliRecord["quote"], now: number): "stale" | "live" | "delayed" | "" {
|
|
438
464
|
if (!quote) return "";
|
|
@@ -455,6 +481,34 @@ function nearParCoin(quote: QuoteCliRecord["quote"]): boolean {
|
|
|
455
481
|
return reference != null && reference >= 0.9 && reference < 1.1;
|
|
456
482
|
}
|
|
457
483
|
|
|
484
|
+
/** What a row's move is measured from, worded as its Chg Basis cell: empty without a move. */
|
|
485
|
+
function rowChangeBasis(result: Pick<QuoteCliRecord, "quote" | "futuresContract">) {
|
|
486
|
+
return quoteChangeBasis(result.quote, { terms: result.futuresContract });
|
|
487
|
+
}
|
|
488
|
+
|
|
489
|
+
function basisLabel(result: Pick<QuoteCliRecord, "quote" | "futuresContract">, now: number): string {
|
|
490
|
+
const basis = rowChangeBasis(result);
|
|
491
|
+
return basis ? changeBasisLabel(basis, now) : "";
|
|
492
|
+
}
|
|
493
|
+
|
|
494
|
+
/**
|
|
495
|
+
* The lines under the table naming the days a row's venue was closed since
|
|
496
|
+
* the close its move is from ("HKEX closed Mon 19 Oct, holiday"), once each.
|
|
497
|
+
*/
|
|
498
|
+
function changeBasisNotes(results: QuoteCliRecord[], now = Date.now()): string[] {
|
|
499
|
+
return [...new Set(results.flatMap((result) => changeBasisNote(rowChangeBasis(result), now) ?? []))];
|
|
500
|
+
}
|
|
501
|
+
|
|
502
|
+
/** The quote as `--json` gives it: `previousCloseDate`, the exchange-local date of its previous close, follows `previousClose`. */
|
|
503
|
+
function withPreviousCloseDate(quote: Quote | null | undefined): (Quote & { previousCloseDate?: string | null }) | null {
|
|
504
|
+
if (!quote) return null;
|
|
505
|
+
const previousCloseDate = quotePreviousCloseDate(quote);
|
|
506
|
+
const entries = Object.entries(quote);
|
|
507
|
+
const at = entries.findIndex(([key]) => key === "previousClose");
|
|
508
|
+
entries.splice(at < 0 ? entries.length : at + 1, 0, ["previousCloseDate", previousCloseDate]);
|
|
509
|
+
return Object.fromEntries(entries) as Quote & { previousCloseDate?: string | null };
|
|
510
|
+
}
|
|
511
|
+
|
|
458
512
|
function quoteRows(results: QuoteCliRecord[], now = Date.now()) {
|
|
459
513
|
return results.map((result) => {
|
|
460
514
|
const quote = result.quote;
|
|
@@ -477,10 +531,12 @@ function quoteRows(results: QuoteCliRecord[], now = Date.now()) {
|
|
|
477
531
|
? indexPoints ? formatMarketPrice(value, options) : formatMarketPriceWithCurrency(value, quote.currency, options)
|
|
478
532
|
: ""
|
|
479
533
|
);
|
|
534
|
+
// A price in cents says what it is per, as the contract terms word it: 314.95¢/lb.
|
|
535
|
+
const per = display?.price != null ? minorUnitPricePer(result.futuresContract, quote?.currency) : "";
|
|
480
536
|
return {
|
|
481
537
|
symbol: result.target.symbol,
|
|
482
538
|
name: quote?.name || result.listing?.name || "",
|
|
483
|
-
price: price(display?.price)
|
|
539
|
+
price: `${price(display?.price)}${per}`,
|
|
484
540
|
rawPrice: display?.price ?? null,
|
|
485
541
|
priceBasis: quote?.priceBasis ?? null,
|
|
486
542
|
instrumentType: quote?.instrumentType ?? null,
|
|
@@ -512,6 +568,9 @@ function quoteRows(results: QuoteCliRecord[], now = Date.now()) {
|
|
|
512
568
|
// When the price Last shows was observed: in a pre-market nothing has traded in, the close it stands at.
|
|
513
569
|
updatedAt: quote?.lastUpdated ? new Date(quoteHeadlineTime(quote)).toISOString() : "",
|
|
514
570
|
error: result.error ?? "",
|
|
571
|
+
// Last, so a row read by position keeps every field where it was.
|
|
572
|
+
changeBasis: basisLabel(result, now),
|
|
573
|
+
changeBasisNote: changeBasisNote(rowChangeBasis(result), now) ?? "",
|
|
515
574
|
};
|
|
516
575
|
});
|
|
517
576
|
}
|
|
@@ -783,7 +842,9 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
|
|
|
783
842
|
listing: listingMetadata(listingIdentity(listing, result.quote)),
|
|
784
843
|
// The figures the table shows, beside the quote as the source sent it.
|
|
785
844
|
...getQuoteSessionFields(result.quote),
|
|
786
|
-
|
|
845
|
+
// What `change` is measured from, with the label and holiday note the table shows.
|
|
846
|
+
changeBasis: changeBasisJson(quoteChangeBasis(result.quote, { terms: contracts[index] }), now),
|
|
847
|
+
quote: withPreviousCloseDate(result.quote),
|
|
787
848
|
...contracts[index] ? { futuresContract: contracts[index] } : {},
|
|
788
849
|
...fronts[index] ? { futuresFront: fronts[index] } : {},
|
|
789
850
|
...perpetualContracts[index] ? { perpetualContract: perpetualContracts[index] } : {},
|
|
@@ -809,6 +870,7 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
|
|
|
809
870
|
...ctx.cliOptions.format === "text" ? quoteNotes(data, { exchange }) : [],
|
|
810
871
|
];
|
|
811
872
|
const columns = commandName === "compare" ? compareColumns() : quoteColumns();
|
|
873
|
+
const basisNotes = changeBasisNotes(data, now);
|
|
812
874
|
if (ctx.cliOptions.format !== "json") await primeBoardCoins(notes);
|
|
813
875
|
// Only yield indices: their change is in bp, so the text header drops the percent sign (CSV keeps the percent it holds).
|
|
814
876
|
const yieldsOnly = data.length > 0 && data.every((row) => isYieldIndexSymbol(row.target.symbol));
|
|
@@ -826,8 +888,11 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
|
|
|
826
888
|
currencyOrUnit: row.currency || (row.yieldIndex ? "pct" : isIndexLevel(row.instrumentType) ? INDEX_POINTS_EXPORT_UNIT : null),
|
|
827
889
|
}),
|
|
828
890
|
details: quoteDetailsText,
|
|
891
|
+
...(basisNotes.length ? { footnote: basisNotes.join("\n") } : {}),
|
|
829
892
|
columns,
|
|
830
|
-
|
|
893
|
+
textColumns: quoteTextColumns(yieldsOnly
|
|
894
|
+
? columns.map((column) => column.key === "changePercent" ? { ...column, header: "Chg" } : column)
|
|
895
|
+
: columns),
|
|
831
896
|
});
|
|
832
897
|
// The table names each symbol it found nothing for; with none found, the exit status says so too.
|
|
833
898
|
if (data.every((row) => !row.quote)) process.exitCode = CLI_EXIT_CODES.error;
|
|
@@ -864,15 +929,11 @@ function quoteDetailsText(data: QuoteCliRecord[]): string {
|
|
|
864
929
|
|
|
865
930
|
/**
|
|
866
931
|
* "APPL is not a US ticker: it is Aptus Pharma Limited on BSE (INR). Did you
|
|
867
|
-
* mean AAPL (Apple Inc.)?"
|
|
868
|
-
* slip from a US ticker, worded as the not-a-ticker answers word it.
|
|
932
|
+
* mean AAPL (Apple Inc.)?" in the warning colour, for a row that has one.
|
|
869
933
|
*/
|
|
870
|
-
function notUsTickerLine(
|
|
871
|
-
|
|
872
|
-
|
|
873
|
-
const name = quote.name || listing?.name;
|
|
874
|
-
const what = `${name ? `${name} on ` : ""}${venue}${quote.currency ? ` (${quote.currency})` : ""}`;
|
|
875
|
-
return cliStyles.warning(`${target.symbol} is not a US ticker: it is ${what}. Did you mean ${describeSuggestion(usSuggestion)}?`);
|
|
934
|
+
function notUsTickerLine(row: QuoteCliRecord): string | null {
|
|
935
|
+
const sentence = notUsTickerSentence(row);
|
|
936
|
+
return sentence && cliStyles.warning(sentence);
|
|
876
937
|
}
|
|
877
938
|
|
|
878
939
|
/** Each futures row's front contract quote, when its terms name a front other than its own contract; null otherwise. */
|
|
@@ -903,12 +964,17 @@ function quoteFuturesContractText(data: QuoteCliRecord[]): string {
|
|
|
903
964
|
const terms = row.futuresContract;
|
|
904
965
|
if (!terms || !row.quote) return [];
|
|
905
966
|
const settle: [string, string] = ["Settle", futuresSettleText(terms, row.quote)];
|
|
967
|
+
// The move Chg% gives, in the quote's money and with what it is measured from: "vs Fri settle".
|
|
968
|
+
const session = getRegularSessionDisplay(row.quote);
|
|
969
|
+
const change: Array<[string, string]> = session?.change != null && Number.isFinite(session.change)
|
|
970
|
+
? [["Change", quoteChangeText(row.quote, session, withCurrencyMinorDigits(quoteFormatOptions(row.quote, "FUTURE"), row.quote.currency), terms)]]
|
|
971
|
+
: [];
|
|
906
972
|
const metrics = futuresContractMetrics(terms, row.quote.symbol || row.target.symbol);
|
|
907
973
|
const rolls = futuresRollLines(terms, row.futuresFront).map((line): [string, string] => [line.label, line.value]);
|
|
908
974
|
const at = futuresContractLines(terms, row.quote.symbol || row.target.symbol)[0]?.key === "contract" ? 1 : 0;
|
|
909
975
|
const contract = [...metrics.slice(0, at), ...rolls, ...metrics.slice(at)];
|
|
910
|
-
if (data.length > 1) return [`${renderSection(`${row.target.symbol} Contract`)}\n${renderStats([settle, ...contract])}`];
|
|
911
|
-
return [[renderStats([settle]), ...contract.length ? ["", renderSection("Contract"), renderStats(contract)] : []].join("\n")];
|
|
976
|
+
if (data.length > 1) return [`${renderSection(`${row.target.symbol} Contract`)}\n${renderStats([settle, ...change, ...contract])}`];
|
|
977
|
+
return [[renderStats([settle, ...change]), ...contract.length ? ["", renderSection("Contract"), renderStats(contract)] : []].join("\n")];
|
|
912
978
|
}).join("\n\n");
|
|
913
979
|
}
|
|
914
980
|
|
|
@@ -923,91 +989,6 @@ function yieldIndexFields(result: QuoteBatchResult): { unit?: "percent"; changeB
|
|
|
923
989
|
return { unit: "percent", ...(change == null ? {} : { changeBasisPoints: toBasisPoints(change, 1) }) };
|
|
924
990
|
}
|
|
925
991
|
|
|
926
|
-
interface QuoteAnswer {
|
|
927
|
-
result: QuoteBatchResult;
|
|
928
|
-
/** The listing the row is: the one asked for, or the venue a bare symbol was quoted on. */
|
|
929
|
-
listing: CliListing;
|
|
930
|
-
/** Why there is no quote, when there is more to say than the source's own error. */
|
|
931
|
-
failure?: { message: string; details?: string; oneLine: string };
|
|
932
|
-
notes: string[];
|
|
933
|
-
}
|
|
934
|
-
|
|
935
|
-
/**
|
|
936
|
-
* One symbol's row of `quote` and `compare`. A listing on an exchange its symbol
|
|
937
|
-
* is not listed on says so. A bare symbol the data service read on its home
|
|
938
|
-
* listing abroad names that venue (SXR8 -> XETRA). One no source quotes is
|
|
939
|
-
* quoted on its listings (`quoteBareListing`), else names them, or asks for an
|
|
940
|
-
* exchange when several companies list it (2222); a bare index root (VIX) also
|
|
941
|
-
* names its index (^VIX), and a futures board code a security keeps (GC) its
|
|
942
|
-
* future (GC=F). Venues are only looked up for a
|
|
943
|
-
* symbol with no quote, so a request that succeeds costs no search.
|
|
944
|
-
*/
|
|
945
|
-
async function answerQuote(
|
|
946
|
-
result: QuoteBatchResult,
|
|
947
|
-
listing: CliListing,
|
|
948
|
-
market: MarketContext,
|
|
949
|
-
request: ListingDataRequest,
|
|
950
|
-
refresh: boolean,
|
|
951
|
-
venues: Promise<ListingVenue[]> | null,
|
|
952
|
-
): Promise<QuoteAnswer> {
|
|
953
|
-
const root = listing.exchange ? null : indexRootFor(listing.symbol);
|
|
954
|
-
// A bare root that quoted something else, such as MOVE (Corvex), points at the index too.
|
|
955
|
-
const also = (quote: Quote) => root && quote.instrumentType?.trim().toUpperCase() !== "INDEX"
|
|
956
|
-
? [indexRootAlsoLine(root, request.command)] : [];
|
|
957
|
-
if (result.quote) {
|
|
958
|
-
// "CAR = Avis Budget Group, NASDAQ (also XETRA, ASX)" names the venue too, so it replaces "SXR8 -> XETRA".
|
|
959
|
-
const choice = venues ? await listingChoiceNotes(listing, market, result.quote, venues) : listingReadNotes(listing);
|
|
960
|
-
const venue = choice.length > 0 ? null : bareListingNote(listing, result.quote);
|
|
961
|
-
// A row saved as 247540:KRX is quoted from KOSDAQ, the board it trades on.
|
|
962
|
-
const board = tradingBoardNote(listing, result.quote);
|
|
963
|
-
return { result, listing, notes: [...choice, venue ?? [], board ?? [], also(result.quote)].flat() };
|
|
964
|
-
}
|
|
965
|
-
const notTraded = await notTradedMessage(listing, market);
|
|
966
|
-
if (notTraded) return { result, listing, failure: { message: notTraded, oneLine: notTraded }, notes: [] };
|
|
967
|
-
if (!isNoProviderError(result.error)) return { result, listing, notes: [] };
|
|
968
|
-
const other = await quoteBareListing(listing, market, request, { refresh });
|
|
969
|
-
if (other?.kind === "quoted") {
|
|
970
|
-
return {
|
|
971
|
-
result: { target: other.listing.request, quote: other.quote },
|
|
972
|
-
listing: other.listing,
|
|
973
|
-
notes: [other.note, ...also(other.quote)],
|
|
974
|
-
};
|
|
975
|
-
}
|
|
976
|
-
// Other listings already name a futures board code's future (GC=F); with none, it is named here.
|
|
977
|
-
// A Treasury yield's root (TNX) names its FRED series and the curve beside its index.
|
|
978
|
-
const yieldTenor = root ? treasuryYieldTenor(listing.symbol) : null;
|
|
979
|
-
const tryLines = [
|
|
980
|
-
yieldTenor ? treasuryYieldLine(yieldTenor) : root ? indexRootTryLine(root, request.command) : null,
|
|
981
|
-
other || listing.exchange ? null : futuresTryLine(listing.symbol, request),
|
|
982
|
-
// BDI asks which exchange (Black Diamond Group) and says nowhere that the Baltic Dry Index is not here.
|
|
983
|
-
listing.exchange ? null : knownGapForTicker(listing.symbol),
|
|
984
|
-
].filter((line): line is string => !!line);
|
|
985
|
-
if (!other && tryLines.length === 0) return { result: await withCurrencyPairHint(result, market), listing, notes: [] };
|
|
986
|
-
const message = other?.message ?? `${listing.symbol} has no ${request.noun}.`;
|
|
987
|
-
const details = [other?.details, ...tryLines].filter(Boolean).join("\n");
|
|
988
|
-
const oneLine = [
|
|
989
|
-
message,
|
|
990
|
-
other ? `${other.heading}: ${other.listings.join(", ")}.` : "",
|
|
991
|
-
...tryLines,
|
|
992
|
-
].filter(Boolean).join(" ");
|
|
993
|
-
return { result, listing, failure: { message, details, oneLine }, notes: [] };
|
|
994
|
-
}
|
|
995
|
-
|
|
996
|
-
/**
|
|
997
|
-
* A symbol written like a currency pair that is not a ticker (USD_NGN, as some
|
|
998
|
-
* FX feeds write a pair) names the listing `gloomberb search` finds nearest to
|
|
999
|
-
* it, as `watchlist add` does: "Did you mean USDNGN=X (US Dollar/Nigerian
|
|
1000
|
-
* Naira)?". When search finds nothing near, the row keeps its own error and its
|
|
1001
|
-
* search hint.
|
|
1002
|
-
*/
|
|
1003
|
-
async function withCurrencyPairHint(result: QuoteBatchResult, market: MarketContext): Promise<QuoteBatchResult> {
|
|
1004
|
-
const message = errorMessage(result.error);
|
|
1005
|
-
const symbol = message ? notATickerSymbol(message) : null;
|
|
1006
|
-
if (!message || !symbol || !looksLikeCurrencyPair(symbol)) return result;
|
|
1007
|
-
const suggestion = await suggestListing(symbol, market);
|
|
1008
|
-
return suggestion ? { ...result, error: withListingSuggestion(message, describeSuggestion(suggestion)) } : result;
|
|
1009
|
-
}
|
|
1010
|
-
|
|
1011
992
|
/** A crypto pair that will not load points at the crypto board. Structured formats keep the error as thrown. */
|
|
1012
993
|
function failHistory(error: unknown, symbol: string, ctx: Parameters<CliCommandDef["execute"]>[1]): never {
|
|
1013
994
|
if (ctx.cliOptions.format !== "text" || !isCryptoPairSymbol(symbol)) throw error;
|
|
@@ -1016,6 +997,7 @@ function failHistory(error: unknown, symbol: string, ctx: Parameters<CliCommandD
|
|
|
1016
997
|
|
|
1017
998
|
const HISTORY_USAGE = "history <symbol> [--range <range>]";
|
|
1018
999
|
const HISTORY_ALL_RANGE = `ALL gives the full history the source has, up to ${historyAllRangeYears()} years`;
|
|
1000
|
+
const HISTORY_YTD_RANGE = "YTD starts at the prior year's last close, the one year-to-date returns are measured from";
|
|
1019
1001
|
/** Options people reach for to ask for dates, which history answers with a range. */
|
|
1020
1002
|
const DATE_WINDOW_OPTIONS = new Set(["--from", "--to", "--start", "--end", "--since", "--until", "--date", "--start-date", "--end-date"]);
|
|
1021
1003
|
/** Options people reach for to pick a bar size, which history derives from the range. */
|
|
@@ -1052,14 +1034,23 @@ function financialsOptionHint(flag: string, args: readonly string[]): string | n
|
|
|
1052
1034
|
}
|
|
1053
1035
|
|
|
1054
1036
|
function historyOptionHint(flag: string, args: readonly string[]): string | null {
|
|
1055
|
-
if (DATE_WINDOW_OPTIONS.has(flag)) return `history takes a --range instead of dates: ${
|
|
1037
|
+
if (DATE_WINDOW_OPTIONS.has(flag)) return `history takes a --range instead of dates: ${HISTORY_RANGES.join(", ")}. ${HISTORY_YTD_RANGE}; ${HISTORY_ALL_RANGE}.`;
|
|
1056
1038
|
if (BAR_SIZE_OPTIONS.has(flag)) return `history serves each --range in one bar size. ${subMinuteDataMessage(historySymbolArg(args))}`;
|
|
1057
1039
|
return null;
|
|
1058
1040
|
}
|
|
1059
1041
|
|
|
1042
|
+
/** "Asked YTD, data starts 2026-03-05 (first available bar)" when no bar reaches the prior year's last close. */
|
|
1043
|
+
function ytdHistoryNotes(rows: readonly { date: string }[]): string[] {
|
|
1044
|
+
const first = rows[0]?.date.slice(0, 10);
|
|
1045
|
+
const last = rows.at(-1)?.date.slice(0, 10);
|
|
1046
|
+
return first && last && first > `${Number(last.slice(0, 4)) - 1}-12-31` ? [`Asked YTD, data starts ${first} (first available bar)`] : [];
|
|
1047
|
+
}
|
|
1048
|
+
|
|
1060
1049
|
async function runHistory(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
|
|
1061
1050
|
const args = [...rawArgs];
|
|
1062
1051
|
const range = parseRange(takeOption(args, "--range"), ctx);
|
|
1052
|
+
// YTD reads the year's daily bars and starts at the last one on or before 31 Dec.
|
|
1053
|
+
const loadRange: TimeRange = range === "YTD" ? "1Y" : range;
|
|
1063
1054
|
const requestedExchange = takeOption(args, "--exchange");
|
|
1064
1055
|
const raw = requireOneArg(args, HISTORY_USAGE, "symbol", ctx);
|
|
1065
1056
|
await withMarketData(ctx, async (market) => {
|
|
@@ -1068,8 +1059,8 @@ async function runHistory(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
|
|
|
1068
1059
|
const { symbol, exchange } = listing.request;
|
|
1069
1060
|
const context = { cacheMode: ctx.cliOptions.refresh ? "refresh" as const : "default" as const };
|
|
1070
1061
|
const load = () => market.dataProvider.getPriceHistoryWithMetadata
|
|
1071
|
-
? market.dataProvider.getPriceHistoryWithMetadata(symbol, exchange,
|
|
1072
|
-
: market.dataProvider.getPriceHistory(symbol, exchange,
|
|
1062
|
+
? market.dataProvider.getPriceHistoryWithMetadata(symbol, exchange, loadRange, context)
|
|
1063
|
+
: market.dataProvider.getPriceHistory(symbol, exchange, loadRange, context).then((points): PriceHistoryResult => ({ points, resolution: null }));
|
|
1073
1064
|
const quoted = loadListingQuote(market.dataProvider, listing);
|
|
1074
1065
|
const fate = listingFateLoader(listing, market, quoted);
|
|
1075
1066
|
const [loaded, quote] = await Promise.all([
|
|
@@ -1092,7 +1083,8 @@ async function runHistory(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
|
|
|
1092
1083
|
};
|
|
1093
1084
|
// A coin's volume is traded value in its quote currency: said in every row and on the status line.
|
|
1094
1085
|
const volume = historyVolume(unit, traded);
|
|
1095
|
-
const
|
|
1086
|
+
const rows = historyRows(points, resolution, unit.currency, unit.unit, volume);
|
|
1087
|
+
const served = range === "YTD" ? rows.slice(Math.max(0, yearToDateStartIndex(rows.map((row) => row.date), rows[0]?.interval))) : rows;
|
|
1096
1088
|
// Bars stop arriving on the listing's own trading days, not New York's.
|
|
1097
1089
|
const venue = quote?.listingExchangeName || exchange || undefined;
|
|
1098
1090
|
// October's monthly bar on 16 Oct runs through the 15th: marked partial, and the status line says how far.
|
|
@@ -1122,7 +1114,7 @@ async function runHistory(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
|
|
|
1122
1114
|
// FB's bars are the fund listed there now; META's from 2021 are from when it was FB.
|
|
1123
1115
|
...listingFateNotes(await fate(), { served: data.length > 0, firstDate: data[0]?.date }),
|
|
1124
1116
|
...await listingChoiceNotes(listing, market, quote, venues),
|
|
1125
|
-
...historyNotes(range, interval, data[0]?.date), historyCoverageWarning(range, loaded) ?? [],
|
|
1117
|
+
...range === "YTD" ? ytdHistoryNotes(data) : [...historyNotes(range, interval, data[0]?.date), historyCoverageWarning(range, loaded) ?? []],
|
|
1126
1118
|
// The status line says how far a bar still forming runs; the note is for the bars it does not name.
|
|
1127
1119
|
gaps ?? [], historyJumpNote(data) ?? [], historyFlagNote(data) ?? [], historyMissingVolumeNote(data) ?? [],
|
|
1128
1120
|
historyBarStatusNote(forming ? served : data) ?? [],
|
|
@@ -1283,7 +1275,9 @@ async function runFinancials(rawArgs: string[], ctx: Parameters<CliCommandDef["e
|
|
|
1283
1275
|
symbol: identity.symbol || listing.key, bond, rates, treasury: await treasury,
|
|
1284
1276
|
distribution: distributionBasis(priced.fundamentals?.dividendYield, priced.fundamentals?.dividendYieldBasis === "trailing" ? "trailing" : "forward"),
|
|
1285
1277
|
}) : null;
|
|
1286
|
-
const report = { ...data, distributions: await distributions, statementFilings, bank: bank.bank, bankNote: bank.note, bondFund: bond, taxEquivalent
|
|
1278
|
+
const report = { ...data, distributions: await distributions, statementFilings, bank: bank.bank, bankNote: bank.note, bondFund: bond, taxEquivalent,
|
|
1279
|
+
// A base currency other than USD reads every amount with its code, as `ticker` does.
|
|
1280
|
+
currencyCodes: writesCurrencyCodes(market.config) };
|
|
1287
1281
|
ctx.printResult({
|
|
1288
1282
|
// JSON reads a multiple over a loss as null with its reason, never as a number.
|
|
1289
1283
|
data: {
|
|
@@ -1359,22 +1353,33 @@ const NEWS_COLUMNS = [
|
|
|
1359
1353
|
{ key: "url", header: "URL", optional: true },
|
|
1360
1354
|
];
|
|
1361
1355
|
|
|
1362
|
-
/**
|
|
1356
|
+
/**
|
|
1357
|
+
* Stories matching text, printed as a symbol's news is, under a line saying
|
|
1358
|
+
* what they match. A text naming a commodity that matched nothing says so and
|
|
1359
|
+
* offers its future's news when that has stories; `commodity: false` for the
|
|
1360
|
+
* future's own news, which is that route. A search that failed (`failure`,
|
|
1361
|
+
* its message) says so, with `empty`, the lookup's own answer, rather than
|
|
1362
|
+
* that no story matches.
|
|
1363
|
+
*/
|
|
1363
1364
|
async function printNewsSearch(
|
|
1364
1365
|
text: string,
|
|
1365
1366
|
articles: NewsArticle[],
|
|
1366
|
-
{ reason, empty }: { reason?: string; empty?: string },
|
|
1367
|
+
{ reason, empty, commodity = true, failure }: { reason?: string; empty?: string; commodity?: boolean; failure?: string },
|
|
1367
1368
|
ctx: Parameters<CliCommandDef["execute"]>[1],
|
|
1368
1369
|
) {
|
|
1370
|
+
const searched = failure === undefined;
|
|
1371
|
+
const named = searched && commodity && articles.length === 0 && commodityNamedIn(text) !== null;
|
|
1372
|
+
const route = named ? await commodityNewsRoute(text) : null;
|
|
1369
1373
|
ctx.printResult({
|
|
1370
1374
|
data: articles,
|
|
1371
|
-
|
|
1375
|
+
...(searched ? {} : { warnings: [`Searching stories for "${text}" failed: ${failure}`] }),
|
|
1376
|
+
metadata: { ticker: null, search: text, feed: null, ...(route ? { futuresNews: route.command } : {}) },
|
|
1372
1377
|
freshness: rowsFreshness(newsRows(articles), cloudNewsFreshness(await cloudRealtimeAccess())),
|
|
1373
1378
|
}, {
|
|
1374
1379
|
heading: newsSearchHeading(text, reason),
|
|
1375
1380
|
rows: newsRows,
|
|
1376
1381
|
columns: NEWS_COLUMNS,
|
|
1377
|
-
empty: empty ??
|
|
1382
|
+
empty: named ? noStoriesMessage(text, route) : empty ?? (searched ? noStoriesMessage(text, null) : "No stories to show."),
|
|
1378
1383
|
});
|
|
1379
1384
|
}
|
|
1380
1385
|
|
|
@@ -1409,18 +1414,29 @@ async function runNews(rawArgs: string[], ctx: Parameters<CliCommandDef["execute
|
|
|
1409
1414
|
]);
|
|
1410
1415
|
const identity = listing ? listingIdentity(listing, quote) : null;
|
|
1411
1416
|
const resolved = quote !== null || identity?.name != null;
|
|
1417
|
+
const unfiled = !!listing && !listing.exchange && !feed && articles.length === 0;
|
|
1418
|
+
// A future's news is its commodity's: news is filed under company tickers, so KC=F (or a bare code
|
|
1419
|
+
// no security keeps, CT) searches the stories of coffee, which the service matches to KC=F's links too.
|
|
1420
|
+
const future = unfiled && isFuturesInstrument(listing!.symbol, quote?.instrumentType)
|
|
1421
|
+
? futuresBoardContract(listing!.symbol) ?? bareFuturesCode(args[0]) : null;
|
|
1422
|
+
const commodity = future ? commoditySearchName(future) : null;
|
|
1412
1423
|
// A bare word no listing answers to is text, and so is a futures board code (TTF), which resolves
|
|
1413
|
-
// to its future:
|
|
1414
|
-
const word =
|
|
1424
|
+
// to its future: the stories that mention the word are the news.
|
|
1425
|
+
const word = commodity ?? (unfiled ? newsFallbackText(args[0]!) : null);
|
|
1415
1426
|
const futuresCode = !!word && !!bareFuturesCode(word) && isFuturesInstrument(listing!.symbol, quote?.instrumentType);
|
|
1416
|
-
const reason =
|
|
1427
|
+
const reason = commodity ? `the commodity ${future!.symbol} trades`
|
|
1428
|
+
: !resolved ? "no ticker by that name" : futuresCode ? "a futures code, not a ticker" : null;
|
|
1417
1429
|
const emptyMessage = (searched: boolean) => listing && identity
|
|
1418
1430
|
? newsEmptyMessage(searched && word ? word : listing.symbol, listingTitle(identity), quote, resolved, searched)
|
|
1419
1431
|
: undefined;
|
|
1420
1432
|
if (word && reason) {
|
|
1421
1433
|
// The lookup that found no ticker already answered; a search that fails leaves that answer.
|
|
1422
|
-
const
|
|
1423
|
-
|
|
1434
|
+
const search = await searchNewsStories(word, limit).then((found) => ({ found, failure: undefined }), (error: unknown) => {
|
|
1435
|
+
logFailure("cli.commands-market", "Search news stories failed")(error);
|
|
1436
|
+
return { found: [], failure: errorMessage(error) ?? "no answer" };
|
|
1437
|
+
});
|
|
1438
|
+
const searched = search.failure === undefined;
|
|
1439
|
+
await printNewsSearch(word, search.found, { reason, empty: emptyMessage(searched && !commodity), commodity: !commodity, failure: search.failure }, ctx);
|
|
1424
1440
|
return;
|
|
1425
1441
|
}
|
|
1426
1442
|
const empty = emptyMessage(false);
|
|
@@ -2009,11 +2025,109 @@ async function runOptions(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
|
|
|
2009
2025
|
/** What an options chain export's `interval` says: one quote snapshot, not bars. */
|
|
2010
2026
|
const OPTIONS_EXPORT_INTERVAL = "snapshot";
|
|
2011
2027
|
|
|
2028
|
+
/** `fx --date`: a past day as YYYY-MM-DD; today's close is not in yet, so it is refused, as is a day ahead. */
|
|
2029
|
+
function readFxDate(value: string, ctx: Parameters<CliCommandDef["execute"]>[1]): string {
|
|
2030
|
+
let date: string;
|
|
2031
|
+
try {
|
|
2032
|
+
date = isoDateOption(value, "date");
|
|
2033
|
+
} catch (error) {
|
|
2034
|
+
return ctx.fail(error instanceof Error ? error.message : String(error));
|
|
2035
|
+
}
|
|
2036
|
+
if (!date) return ctx.fail("--date takes a day, such as --date 2026-09-02.");
|
|
2037
|
+
const today = isoDateToday();
|
|
2038
|
+
if (date >= today) {
|
|
2039
|
+
return ctx.fail(`${date} has no daily close yet: --date takes a day before today (${today}).`, "Without --date, fx gives the latest rate.");
|
|
2040
|
+
}
|
|
2041
|
+
return date;
|
|
2042
|
+
}
|
|
2043
|
+
|
|
2044
|
+
/**
|
|
2045
|
+
* `fx <pair> --date <day>`: the rate at that day's daily FX closes, read as
|
|
2046
|
+
* a position's purchase-date cost reads them (`fxCloseOnDate`): each
|
|
2047
|
+
* currency's USD pair at its close of the day, or of the last trading day
|
|
2048
|
+
* before it, which the answer then says, crossed through USD as the latest
|
|
2049
|
+
* rate is.
|
|
2050
|
+
*/
|
|
2051
|
+
async function runFxOnDate(
|
|
2052
|
+
parsed: Exclude<ReturnType<typeof parseFxArgs>, { error: string }>,
|
|
2053
|
+
date: string,
|
|
2054
|
+
args: readonly string[],
|
|
2055
|
+
market: MarketContext,
|
|
2056
|
+
ctx: Parameters<CliCommandDef["execute"]>[1],
|
|
2057
|
+
) {
|
|
2058
|
+
const { request, amount, toUsdByDefault } = parsed;
|
|
2059
|
+
const { currency, baseCurrency } = request;
|
|
2060
|
+
const pair = `${currency}/${baseCurrency}`;
|
|
2061
|
+
const history = market.fxHistory ?? apiClient;
|
|
2062
|
+
const codes = [...new Set([currency, baseCurrency].filter((code) => code !== "USD"))];
|
|
2063
|
+
const legs = new Map<string, FxCloseReading>([["USD", { rate: 1, date }]]);
|
|
2064
|
+
if (currency !== baseCurrency) {
|
|
2065
|
+
for (const code of codes) {
|
|
2066
|
+
const leg = dailyFxLeg(code);
|
|
2067
|
+
if (!leg) return ctx.fail(`${code} has no daily FX closes to read a rate for ${date} from.`);
|
|
2068
|
+
let reading: FxCloseReading | null;
|
|
2069
|
+
try {
|
|
2070
|
+
reading = await fxCloseOnDate(leg, date, history);
|
|
2071
|
+
} catch (error) {
|
|
2072
|
+
return ctx.fail(`The daily ${code} FX closes could not be read.`, error instanceof Error ? error.message : String(error));
|
|
2073
|
+
}
|
|
2074
|
+
if (!reading) {
|
|
2075
|
+
return ctx.fail(`No ${leg.invert ? `USD/${code}` : `${code}/USD`} daily close in the week up to ${date}.`,
|
|
2076
|
+
"Without --date, fx gives the latest rate.");
|
|
2077
|
+
}
|
|
2078
|
+
legs.set(code, reading);
|
|
2079
|
+
}
|
|
2080
|
+
}
|
|
2081
|
+
const from = legs.get(currency), into = legs.get(baseCurrency);
|
|
2082
|
+
const rate = currency === baseCurrency ? 1 : crossRate(from?.rate, into?.rate);
|
|
2083
|
+
// A cross is as old as its older close; a weekend or holiday reads the trading day before it.
|
|
2084
|
+
const closeDate = [...legs.values()].map((leg) => leg.date).sort()[0]!;
|
|
2085
|
+
const converted = amount == null ? null : amount * rate;
|
|
2086
|
+
const row = {
|
|
2087
|
+
currency, baseCurrency, rate, asOf: closeDate, stale: false, pair, inverse: 1 / rate, date,
|
|
2088
|
+
...(amount == null ? {} : { amount, converted }),
|
|
2089
|
+
};
|
|
2090
|
+
const warnings = [
|
|
2091
|
+
...request.readAs ?? [],
|
|
2092
|
+
...closeDate < date ? [`No daily close on ${date}, a weekend or market holiday: this is the close of ${closeDate}, the trading day before it.`] : [],
|
|
2093
|
+
...toUsdByDefault && amount != null
|
|
2094
|
+
? [`No target currency given, so ${currency} is converted to USD; for another, write fx ${args[0]!.trim()} ${currency}/<to> --date ${date}.`]
|
|
2095
|
+
: [],
|
|
2096
|
+
];
|
|
2097
|
+
ctx.printResult({
|
|
2098
|
+
data: [row],
|
|
2099
|
+
// A past close is what was asked for, never stale.
|
|
2100
|
+
freshness: rowsFreshness([], { status: "not-a-feed", basis: "daily FX close", asOf: closeDate }),
|
|
2101
|
+
warnings: warnings.length > 0 ? warnings : undefined,
|
|
2102
|
+
}, {
|
|
2103
|
+
text: () => amount == null ? describeFxRate(request, rate) : `${describeFxConversion(request, amount, rate)}\n${describeFxRate(request, rate)}`,
|
|
2104
|
+
exportIdentity: { symbolOrSeries: pair, currencyOrUnit: baseCurrency, interval: "1day" },
|
|
2105
|
+
columns: [
|
|
2106
|
+
{ key: "currency", header: "Currency" },
|
|
2107
|
+
{ key: "baseCurrency", header: "Base" },
|
|
2108
|
+
{ key: "rate", header: "Rate", align: "right" },
|
|
2109
|
+
{ key: "date", header: "Date" },
|
|
2110
|
+
{ key: "asOf", header: "Close" },
|
|
2111
|
+
{ key: "stale", header: "Stale" },
|
|
2112
|
+
{ key: "pair", header: "Pair" },
|
|
2113
|
+
{ key: "inverse", header: "Inverse", align: "right" },
|
|
2114
|
+
...(amount == null ? [] : [
|
|
2115
|
+
{ key: "amount", header: "Amount", align: "right" as const },
|
|
2116
|
+
{ key: "converted", header: "Converted", align: "right" as const },
|
|
2117
|
+
]),
|
|
2118
|
+
],
|
|
2119
|
+
});
|
|
2120
|
+
}
|
|
2121
|
+
|
|
2012
2122
|
async function runFx(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
|
|
2013
|
-
|
|
2123
|
+
const args = [...rawArgs];
|
|
2124
|
+
const dateOption = takeOption(args, "--date");
|
|
2125
|
+
if (args.length === 0) ctx.fail(`Usage: gloomberb ${FX_USAGE}`);
|
|
2126
|
+
const date = dateOption == null ? null : readFxDate(dateOption, ctx);
|
|
2014
2127
|
await withMarketData(ctx, async (market) => {
|
|
2015
|
-
const parsed = parseFxArgs(
|
|
2128
|
+
const parsed = parseFxArgs(args, market.config.baseCurrency);
|
|
2016
2129
|
if ("error" in parsed) return ctx.fail(parsed.error, `Usage: gloomberb ${FX_USAGE}`);
|
|
2130
|
+
if (date) return runFxOnDate(parsed, date, args, market, ctx);
|
|
2017
2131
|
const { request, amount, toUsdByDefault } = parsed;
|
|
2018
2132
|
const { currency, baseCurrency } = request;
|
|
2019
2133
|
const pair = `${currency}/${baseCurrency}`;
|
|
@@ -2053,10 +2167,14 @@ async function runFx(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]
|
|
|
2053
2167
|
}] as const] : [];
|
|
2054
2168
|
})));
|
|
2055
2169
|
// An amount with one currency names no target; the answer says it went to USD.
|
|
2056
|
-
const warnings =
|
|
2057
|
-
|
|
2058
|
-
|
|
2059
|
-
|
|
2170
|
+
const warnings = [
|
|
2171
|
+
// A currency typed as its name (yen) says which code it was read as.
|
|
2172
|
+
...request.readAs ?? [],
|
|
2173
|
+
...toUsdByDefault && amount != null
|
|
2174
|
+
? [`No target currency given, so ${currency} is converted to USD; for another, write fx ${args[0]!.trim()} ${currency}/<to>.`]
|
|
2175
|
+
: [],
|
|
2176
|
+
];
|
|
2177
|
+
ctx.printResult({ data: [row], freshness, warnings: warnings.length > 0 ? warnings : undefined }, {
|
|
2060
2178
|
// The conversion, then the rate it used; the source line under it dates that rate.
|
|
2061
2179
|
text: () => amount == null ? describeFxRate(request, rate) : `${describeFxConversion(request, amount, rate)}\n${describeFxRate(request, rate)}`,
|
|
2062
2180
|
// The rate is the base currency's price of one unit of the other, at the latest quote of each leg.
|
|
@@ -2171,7 +2289,7 @@ export const marketDataCliCommands: BuiltinCliCommandDef[] = [
|
|
|
2171
2289
|
group: CLI_COMMAND_GROUPS.research,
|
|
2172
2290
|
usage: [HISTORY_USAGE],
|
|
2173
2291
|
options: [
|
|
2174
|
-
{ flags: "--range <range>", description: `${
|
|
2292
|
+
{ flags: "--range <range>", description: `${HISTORY_RANGES.join(", ")} (default 1Y); ${HISTORY_YTD_RANGE}; ${HISTORY_ALL_RANGE}` },
|
|
2175
2293
|
EXCHANGE_OPTION,
|
|
2176
2294
|
],
|
|
2177
2295
|
sections: [{
|
|
@@ -2437,11 +2555,15 @@ export const marketDataCliCommands: BuiltinCliCommandDef[] = [
|
|
|
2437
2555
|
description: "Convert a currency into your base currency, quote a pair such as USD/NGN, or convert an amount such as fx 1234.5 EUR/USD",
|
|
2438
2556
|
help: {
|
|
2439
2557
|
group: CLI_COMMAND_GROUPS.markets,
|
|
2440
|
-
usage: ["fx <currency>", "fx <base>/<quote>", "fx <amount> <from>/<to>", "fx <amount> <from> <to>"],
|
|
2558
|
+
usage: ["fx <currency>", "fx <base>/<quote>", "fx <amount> <from>/<to>", "fx <amount> <from> <to>", "fx <pair> --date <day>"],
|
|
2559
|
+
options: [
|
|
2560
|
+
{ flags: "--date <day>", description: `The rate at that day's daily FX close, such as a transaction date (${DATE_OPTION_EXAMPLES}); a weekend or holiday reads the trading day before it` },
|
|
2561
|
+
],
|
|
2441
2562
|
sections: [{
|
|
2442
2563
|
title: "Direction",
|
|
2443
2564
|
lines: [
|
|
2444
2565
|
"A bare code is one unit of it in your base currency. A pair reads as markets quote it: USD/NGN is how many NGN one USD buys. Two codes neither of which is USD, such as ZAR/NGN, cross through their USD rates.",
|
|
2566
|
+
"A currency's name stands for its code: fx yen is JPY, fx rand ZAR, fx Swiss franc CHF, and the answer says which it read. A name several currencies share (peso, dollar, franc, krona, rupee) lists them: write one as its code.",
|
|
2445
2567
|
"The answer states both directions: 1 NGN = 0.000752791 USD (USD/NGN 1328.39). --json, --csv and --ndjson carry rate (base currency per currency), pair, inverse, asOf and stale.",
|
|
2446
2568
|
],
|
|
2447
2569
|
}, {
|
|
@@ -2449,8 +2571,13 @@ export const marketDataCliCommands: BuiltinCliCommandDef[] = [
|
|
|
2449
2571
|
lines: [
|
|
2450
2572
|
"An amount in front converts it from the first currency to the second: fx 1234.5 EUR/USD, or fx 1234,5 EUR USD. It takes either decimal mark (1.234,5 and 1,234.5 are 1234.5) and reads as an amount of the first currency: 1,234 or 1.234 EUR are thousands, a third decimal being below a cent, while in a currency with three decimals (KWD) fx asks which. An amount and one currency converts to USD. The answer gives the converted amount, then the rate it used, dated by the source line; --json adds amount and converted.",
|
|
2451
2573
|
],
|
|
2574
|
+
}, {
|
|
2575
|
+
title: "A past day",
|
|
2576
|
+
lines: [
|
|
2577
|
+
"--date gives the rate at that day's daily FX close instead of the latest: fx USD/CAD --date 2026-09-02, or with an amount, fx 1250 USD/CAD --date 2026-09-02. Each currency's USD pair is read at its close of that day and crossed through USD, as the latest rate is. A weekend or market holiday has no close: the answer then gives the trading day before it and says so. The source line dates the close; --json adds date (the day asked for) and asOf (the close used).",
|
|
2578
|
+
],
|
|
2452
2579
|
}],
|
|
2453
|
-
examples: ["fx EUR", "fx NGN", "fx USD/NGN", "fx ZAR/NGN", "fx 1234.5 EUR/USD", "fx 1234,5 EUR USD", "fx JPY --json"],
|
|
2580
|
+
examples: ["fx EUR", "fx NGN", "fx yen", "fx USD/NGN", "fx ZAR/NGN", "fx 1234.5 EUR/USD", "fx 1234,5 EUR USD", "fx USD/CAD --date 2026-09-02", "fx JPY --json"],
|
|
2454
2581
|
},
|
|
2455
2582
|
execute: runFx,
|
|
2456
2583
|
},
|