gloomberb 0.18.3 → 0.18.4
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +8 -8
- package/README.zh-CN.md +11 -11
- package/bin/{gloomberb → gloom} +3 -1
- package/package.json +6 -2
- package/src/account/checkout-handoff.tsx +225 -0
- package/src/account/device-signin-dialog.tsx +2 -2
- package/src/account/device-signin.ts +2 -2
- package/src/account/upgrade-dialog.tsx +1 -1
- package/src/api-client/askg.ts +2 -2
- package/src/api-client/auth.ts +2 -2
- package/src/api-client/central-bank-rates.ts +6 -0
- package/src/api-client/collections.ts +5 -1
- package/src/api-client/cot.ts +2 -0
- package/src/api-client/crypto-etf-flows.ts +37 -0
- package/src/api-client/crypto-markets.ts +60 -0
- package/src/api-client/data.ts +84 -5
- package/src/api-client/doe.ts +15 -0
- package/src/api-client/equity-screener.ts +28 -0
- package/src/api-client/exchange-announcements.ts +38 -0
- package/src/api-client/fund-facts.ts +39 -0
- package/src/api-client/futures-curve.ts +9 -1
- package/src/api-client/hiring.ts +301 -0
- package/src/api-client/index.ts +22 -5
- package/src/api-client/market-discovery.ts +14 -0
- package/src/api-client/members.ts +6 -0
- package/src/api-client/mna.ts +6 -0
- package/src/api-client/paths.ts +18 -1
- package/src/api-client/request.ts +21 -4
- package/src/api-client/short-side-publications.ts +37 -0
- package/src/api-client/socket.ts +64 -4
- package/src/api-client/swap-curve.ts +35 -0
- package/src/api-client/themes.ts +7 -1
- package/src/api-client/types.ts +90 -2
- package/src/app/pane-runtime/plugin-bindings.ts +9 -2
- package/src/app/runtime/desktop-deeplink.ts +5 -5
- package/src/app/runtime/plugin-bindings.ts +2 -2
- package/src/app/runtime/startup.ts +13 -0
- package/src/app/star-prompt/status-line.tsx +2 -2
- package/src/architecture/core-builtin-allowlist.json +5 -2
- package/src/architecture/ui-literals-allowlist.json +3 -3
- package/src/architecture/ui-tokens-allowlist.json +1 -1
- package/src/brokers/broker-portfolio-sync.ts +37 -0
- package/src/brokers/directory.ts +11 -0
- package/src/brokers/logos.ts +3 -1
- package/src/brokers/signed-in/adapter.ts +304 -26
- package/src/brokers/signed-in/client.ts +14 -2
- package/src/brokers/signed-in/connect.ts +10 -2
- package/src/brokers/sync-broker-instance.ts +9 -1
- package/src/capabilities/chart-series.ts +22 -6
- package/src/cli/bank-section.ts +1 -1
- package/src/cli/base-converter.ts +23 -14
- package/src/cli/central-bank-events.ts +1 -1
- package/src/cli/command-options.ts +59 -4
- package/src/cli/commands/api.ts +9 -6
- package/src/cli/commands/broker.ts +2 -2
- package/src/cli/commands/command-utils.ts +2 -2
- package/src/cli/commands/crypto-hints.ts +7 -20
- package/src/cli/commands/fred-series.ts +4 -2
- package/src/cli/commands/keybindings.ts +2 -2
- package/src/cli/commands/market.ts +1117 -264
- package/src/cli/commands/news-hints.ts +2 -2
- package/src/cli/commands/news-search.ts +59 -6
- package/src/cli/commands/options-leaps.ts +41 -26
- package/src/cli/commands/overview.ts +121 -48
- package/src/cli/commands/plugins.ts +9 -9
- package/src/cli/commands/remote.ts +13 -10
- package/src/cli/commands/search.ts +64 -44
- package/src/cli/commands/system.ts +27 -19
- package/src/cli/commands/themes.ts +1 -1
- package/src/cli/commands/ticker.ts +192 -47
- package/src/cli/context.ts +3 -2
- package/src/cli/desktop-pane-shot-view.ts +2 -2
- package/src/cli/desktop-pane-shot.ts +1 -1
- package/src/cli/earnings-calendar.ts +4 -4
- package/src/cli/entry.ts +18 -1
- package/src/cli/errors.ts +20 -2
- package/src/cli/exit-codes.ts +1 -1
- package/src/cli/export-source.ts +10 -4
- package/src/cli/freshness.ts +2 -8
- package/src/cli/fx-forward.ts +130 -0
- package/src/cli/fx-pair.ts +10 -9
- package/src/cli/glossary.ts +64 -20
- package/src/cli/help.ts +19 -13
- package/src/cli/history-export.ts +126 -0
- package/src/cli/history-rows.ts +196 -43
- package/src/cli/index-roots.ts +5 -45
- package/src/cli/index.ts +24 -18
- package/src/cli/known-gaps.ts +118 -25
- package/src/cli/listing-arg.ts +300 -41
- package/src/cli/name-entries.ts +30 -18
- package/src/cli/native-smoke.ts +2 -0
- package/src/cli/not-a-ticker.ts +19 -9
- package/src/cli/opentui-libc.ts +5 -0
- package/src/cli/options.ts +12 -0
- package/src/cli/pane-functions/capabilities.ts +75 -20
- package/src/cli/pane-functions/catalog.ts +24 -23
- package/src/cli/pane-functions/discovery.ts +1 -1
- package/src/cli/pane-functions/dom.ts +10 -7
- package/src/cli/pane-functions/financial-ratio-shot.ts +2 -2
- package/src/cli/pane-functions/freshness.ts +174 -23
- package/src/cli/pane-functions/function-help.ts +66 -27
- package/src/cli/pane-functions/headless.ts +24 -11
- package/src/cli/pane-functions/index.ts +18 -16
- package/src/cli/pane-functions/options.ts +22 -2
- package/src/cli/pane-functions/report-notices.ts +12 -4
- package/src/cli/pane-functions/report.ts +5 -5
- package/src/cli/pane-functions/resolver.ts +47 -10
- package/src/cli/pane-functions/screenshot-assessment.ts +322 -0
- package/src/cli/pane-functions/screenshot-bridge.ts +152 -0
- package/src/cli/pane-functions/screenshot-chart-evidence.ts +396 -0
- package/src/cli/pane-functions/screenshot-data-evidence.ts +383 -0
- package/src/cli/pane-functions/screenshot-evidence.ts +1 -1
- package/src/cli/pane-functions/screenshot-payload.ts +453 -0
- package/src/cli/pane-functions/screenshot-render.ts +316 -0
- package/src/cli/pane-functions/screenshot-types.ts +162 -0
- package/src/cli/pane-functions/shot-options.ts +8 -3
- package/src/cli/peso-dollar-rates.ts +79 -0
- package/src/cli/quote-answer.ts +38 -3
- package/src/cli/report-tables.ts +61 -16
- package/src/cli/restore-plugins.ts +29 -14
- package/src/cli/result.ts +111 -22
- package/src/cli/series-search.ts +5 -5
- package/src/cli/statement-filings.ts +19 -0
- package/src/cli/suffixed-listing-rows.ts +49 -0
- package/src/cli/symbol-args.ts +50 -15
- package/src/cli/symbol-cells.ts +120 -0
- package/src/cli/symbol-list.ts +198 -68
- package/src/cli/symbol-rows.ts +131 -25
- package/src/cli/ticker-resolution.ts +108 -11
- package/src/cli/treasury-yields.ts +5 -5
- package/src/cli/types.ts +2 -0
- package/src/cli/uncovered-instrument.ts +3 -3
- package/src/cli/unknown-command.ts +6 -6
- package/src/components/chart/composite/chart-layout.ts +131 -0
- package/src/components/chart/composite/composite-chart.tsx +373 -16
- package/src/components/chart/composite/interactions.ts +7 -2
- package/src/components/chart/composite/legend.tsx +75 -3
- package/src/components/chart/composite/levels.ts +5 -0
- package/src/components/chart/composite/panel-gestures.ts +41 -0
- package/src/components/chart/composite/panel-labels.ts +2 -1
- package/src/components/chart/composite/panel-surface.tsx +305 -11
- package/src/components/chart/composite/price-axis-labels.tsx +27 -3
- package/src/components/chart/composite/rasterizer.ts +44 -19
- package/src/components/chart/composite/scene.ts +16 -4
- package/src/components/chart/composite/text-renderer.ts +48 -21
- package/src/components/chart/composite/toolbar.tsx +52 -5
- package/src/components/chart/composite/types.ts +13 -0
- package/src/components/chart/composite/use-composite-chart-keyboard.ts +120 -13
- package/src/components/chart/composite/use-composite-value-scales.ts +44 -0
- package/src/components/chart/composite/use-composite-viewport.ts +12 -3
- package/src/components/chart/composite/value-scale.ts +149 -0
- package/src/components/chart/composite/volume-profile-paint.ts +6 -3
- package/src/components/chart/core/pointer.ts +2 -0
- package/src/components/chart-table/index.ts +2 -0
- package/src/components/chart-table/read.tsx +74 -0
- package/src/components/command-bar/commands/collection-list.ts +41 -19
- package/src/components/command-bar/commands/collection.ts +9 -3
- package/src/components/command-bar/commands/direct/index.ts +1 -1
- package/src/components/command-bar/commands/direct/runtime.ts +3 -2
- package/src/components/command-bar/pane-templates/items.ts +59 -6
- package/src/components/command-bar/pane-templates/workflow.ts +10 -1
- package/src/components/command-bar/routes/root/plugin-install.ts +1 -1
- package/src/components/command-bar/routes/root/provider-search.ts +42 -11
- package/src/components/command-bar/routes/root/results.ts +18 -4
- package/src/components/command-bar/routes/root/runtime.ts +15 -3
- package/src/components/command-bar/routes/root/search-providers.ts +25 -2
- package/src/components/command-bar/routes/root/selection.ts +6 -1
- package/src/components/command-bar/routes/root/shortcut-feedback.ts +4 -1
- package/src/components/command-bar/routes/root/shortcuts.ts +30 -3
- package/src/components/command-bar/routes/ticker-search/results.ts +73 -4
- package/src/components/command-bar/selection-runtime.ts +50 -10
- package/src/components/command-bar/surface/index.tsx +24 -2
- package/src/components/command-bar/view-model.ts +7 -0
- package/src/components/command-bar/workflow/broker.ts +2 -2
- package/src/components/command-bar/workflow/collection-actions.ts +46 -7
- package/src/components/command-bar/workflow/collection-ticker.ts +32 -4
- package/src/components/command-bar/workflow/fields.ts +8 -2
- package/src/components/command-bar/workflow/ops.ts +18 -4
- package/src/components/command-bar/workflow/portfolio-position.ts +53 -4
- package/src/components/command-bar/workflow/submit.ts +3 -2
- package/src/components/command-bar/workflow/tickers.ts +5 -1
- package/src/components/company-logo.tsx +39 -0
- package/src/components/data-table/sections.ts +4 -2
- package/src/components/form-modal/confirm.tsx +2 -1
- package/src/components/form-modal/request.ts +5 -0
- package/src/components/form-modal/routes.ts +4 -1
- package/src/components/index.ts +12 -6
- package/src/components/layout/header.tsx +7 -6
- package/src/components/layout/market-summary.ts +9 -6
- package/src/components/layout/pane/capture-status.ts +1 -1
- package/src/components/layout/pane/footer/model.ts +11 -5
- package/src/components/layout/shell/chrome.ts +19 -6
- package/src/components/layout/shell/index.tsx +2 -1
- package/src/components/layout/shell/pane/layers.tsx +19 -1
- package/src/components/layout/status-bar.tsx +2 -2
- package/src/components/market-board/index.tsx +11 -3
- package/src/components/onboarding/onboarding-wizard.tsx +1 -0
- package/src/components/onboarding/portfolio-step/broker-setup-panel.tsx +2 -2
- package/src/components/onboarding/wizard-broker-sync.ts +4 -1
- package/src/components/pane-settings-dialog/desktop.tsx +20 -7
- package/src/components/pane-settings-dialog/tui.tsx +17 -9
- package/src/components/pane-settings-dialog/value.ts +8 -1
- package/src/components/pane-settings-dialog.tsx +44 -13
- package/src/components/sign-in-code-panel.tsx +27 -19
- package/src/components/ui/column-grid.tsx +48 -4
- package/src/components/ui/country-flag-art.tsx +180 -0
- package/src/components/ui/country-flag.tsx +118 -12
- package/src/components/ui/data-table/opentui/index.tsx +61 -2
- package/src/components/ui/data-table/opentui/model.ts +109 -2
- package/src/components/ui/data-table/types.ts +1 -1
- package/src/components/ui/display.tsx +5 -1
- package/src/components/ui/index.ts +3 -1
- package/src/components/ui/logo-mark.tsx +11 -2
- package/src/components/ui/query-bar.tsx +1 -1
- package/src/components/ui/row-notes.ts +79 -0
- package/src/core/state/app/layout.ts +4 -4
- package/src/data/cached-query.ts +8 -1
- package/src/data/config/chart-settings.ts +3 -3
- package/src/data/config/home.ts +10 -2
- package/src/data/config/layout.ts +4 -1
- package/src/data/config/store/node.ts +4 -0
- package/src/data/config/store/normalize.ts +13 -3
- package/src/data/config/store/portfolio-as-of-column.ts +2 -2
- package/src/data/json-storage.ts +2 -0
- package/src/data/saved-copies.ts +84 -0
- package/src/docs/snapshot.json +65 -32
- package/src/i18n/es.ts +29 -12
- package/src/i18n/ja.ts +29 -12
- package/src/i18n/ko.ts +29 -12
- package/src/i18n/zh-cn.ts +29 -12
- package/src/i18n/zh-tw.ts +29 -12
- package/src/layout/desks.ts +1 -1
- package/src/layout/launch-layout.ts +1 -1
- package/src/layout/pane-manager/floating-actions.ts +5 -3
- package/src/layout/pane-manager/floating.ts +43 -1
- package/src/layout/pane-manager/index.ts +2 -0
- package/src/layout/selected-ticker.ts +74 -0
- package/src/market-data/depositary-pair.ts +251 -0
- package/src/market-data/futures-board.ts +1 -1
- package/src/market-data/futures-contract.ts +124 -40
- package/src/market-data/fx-closes.ts +17 -2
- package/src/market-data/hooks.tsx +19 -11
- package/src/market-data/market/change-basis.ts +49 -7
- package/src/market-data/market/freshness.ts +34 -5
- package/src/market-data/market/period-return.ts +163 -0
- package/src/market-data/market/trading-sessions.ts +13 -0
- package/src/market-data/market/year-to-date.ts +8 -13
- package/src/market-data/performance.ts +20 -14
- package/src/market-data/perpetual-premium.ts +32 -0
- package/src/market-data/published-apac-sessions.ts +2 -1
- package/src/market-data/published-futures-sessions.ts +69 -0
- package/src/market-data/quotes/contributions.ts +5 -1
- package/src/market-data/quotes/freshness.ts +42 -0
- package/src/market-data/quotes/intraday-bar.ts +37 -0
- package/src/market-data/quotes/regular-session-valuation.ts +13 -8
- package/src/market-data/quotes/resolution.ts +4 -2
- package/src/market-data/tax-equivalent.ts +1 -1
- package/src/market-data/ticker-price-returns.ts +3 -1
- package/src/news/aggregator.ts +5 -1
- package/src/news/news-model.ts +4 -0
- package/src/news/types.ts +11 -0
- package/src/notifications/app-notifier.ts +1 -1
- package/src/plugins/auto-update.ts +2 -2
- package/src/plugins/builtin/account-management/index.tsx +1 -0
- package/src/plugins/builtin/account-management/pane.tsx +9 -8
- package/src/plugins/builtin/alerts/alert-engine.ts +29 -19
- package/src/plugins/builtin/alerts/calendar-events.ts +378 -0
- package/src/plugins/builtin/alerts/cli.ts +485 -76
- package/src/plugins/builtin/alerts/command.ts +5 -10
- package/src/plugins/builtin/alerts/event-rows.ts +9 -5
- package/src/plugins/builtin/alerts/events-pane.tsx +71 -56
- package/src/plugins/builtin/alerts/events.ts +107 -5
- package/src/plugins/builtin/alerts/fired-log.ts +78 -0
- package/src/plugins/builtin/alerts/format.ts +2 -1
- package/src/plugins/builtin/alerts/headless.ts +100 -39
- package/src/plugins/builtin/alerts/history-pane.tsx +105 -62
- package/src/plugins/builtin/alerts/history-rows.ts +89 -0
- package/src/plugins/builtin/alerts/index.tsx +45 -18
- package/src/plugins/builtin/alerts/iv-level.ts +365 -0
- package/src/plugins/builtin/alerts/levels.ts +3 -3
- package/src/plugins/builtin/alerts/pane.tsx +97 -29
- package/src/plugins/builtin/alerts/price.ts +35 -0
- package/src/plugins/builtin/alerts/quotes.ts +24 -0
- package/src/plugins/builtin/alerts/research-builder.ts +84 -11
- package/src/plugins/builtin/alerts/research-rules.ts +76 -3
- package/src/plugins/builtin/alerts/scheduled-check.ts +206 -32
- package/src/plugins/builtin/alerts/scheduled-sources.ts +26 -3
- package/src/plugins/builtin/alerts/scheduled.ts +188 -29
- package/src/plugins/builtin/alerts/storage.ts +13 -10
- package/src/plugins/builtin/alerts/targets.ts +12 -3
- package/src/plugins/builtin/analytics/index.tsx +8 -2
- package/src/plugins/builtin/analytics/metrics.ts +1 -1
- package/src/plugins/builtin/analytics/risk-book.ts +215 -0
- package/src/plugins/builtin/analytics/risk-client.ts +13 -6
- package/src/plugins/builtin/analytics/risk-headless.ts +55 -21
- package/src/plugins/builtin/analytics/risk-math.ts +6 -3
- package/src/plugins/builtin/analytics/risk-model.ts +297 -104
- package/src/plugins/builtin/analytics/risk-options.ts +17 -2
- package/src/plugins/builtin/analytics/risk-pane.tsx +97 -36
- package/src/plugins/builtin/attention/pane.tsx +6 -2
- package/src/plugins/builtin/awards/headless.ts +7 -3
- package/src/plugins/builtin/awards/model.ts +18 -0
- package/src/plugins/builtin/awards/pane.tsx +6 -3
- package/src/plugins/builtin/backtest/headless.ts +3 -3
- package/src/plugins/builtin/backtest/rules.ts +41 -5
- package/src/plugins/builtin/broker-manager/add-flow.tsx +12 -7
- package/src/plugins/builtin/broker-manager/detail.tsx +47 -19
- package/src/plugins/builtin/broker-manager/footer.ts +27 -11
- package/src/plugins/builtin/broker-manager/index.tsx +21 -12
- package/src/plugins/builtin/broker-manager/keyboard.ts +1 -1
- package/src/plugins/builtin/broker-manager/model.ts +12 -2
- package/src/plugins/builtin/broker-manager/pane-actions.tsx +183 -57
- package/src/plugins/builtin/broker-manager/table.ts +28 -12
- package/src/plugins/builtin/broker-trading/account-picker.tsx +2 -1
- package/src/plugins/builtin/broker-trading/chart-levels.ts +82 -13
- package/src/plugins/builtin/broker-trading/controller.ts +45 -13
- package/src/plugins/builtin/broker-trading/dock.tsx +22 -4
- package/src/plugins/builtin/broker-trading/headless.ts +2 -1
- package/src/plugins/builtin/broker-trading/index.tsx +7 -1
- package/src/plugins/builtin/broker-trading/linked-orders.ts +148 -0
- package/src/plugins/builtin/broker-trading/order-feed.ts +75 -7
- package/src/plugins/builtin/broker-trading/orders.tsx +109 -31
- package/src/plugins/builtin/broker-trading/overview-orders.tsx +9 -3
- package/src/plugins/builtin/broker-trading/pane-model.ts +30 -2
- package/src/plugins/builtin/broker-trading/pane.tsx +110 -23
- package/src/plugins/builtin/broker-trading/ticket-parts.tsx +36 -7
- package/src/plugins/builtin/broker-trading/ticket.tsx +112 -31
- package/src/plugins/builtin/buildout/cells.tsx +4 -0
- package/src/plugins/builtin/buildout/detail/index.tsx +5 -1
- package/src/plugins/builtin/buildout/detail/ui.tsx +7 -4
- package/src/plugins/builtin/buildout/pane/index.tsx +25 -12
- package/src/plugins/builtin/buildout/pane/status.tsx +0 -4
- package/src/plugins/builtin/builtin-plugin-meta.ts +1 -1
- package/src/plugins/builtin/catalysts/detail.tsx +3 -2
- package/src/plugins/builtin/catalysts/index.tsx +1 -1
- package/src/plugins/builtin/catalysts/model.ts +49 -4
- package/src/plugins/builtin/catalysts/pane.tsx +6 -8
- package/src/plugins/builtin/central-bank-rates/client.ts +5 -0
- package/src/plugins/builtin/central-bank-rates/headless.ts +36 -10
- package/src/plugins/builtin/central-bank-rates/model.ts +33 -8
- package/src/plugins/builtin/changelog/index.tsx +1 -0
- package/src/plugins/builtin/chart-composer/catalog-inventory.ts +1 -0
- package/src/plugins/builtin/chart-composer/chart-spec-edit.ts +2 -1
- package/src/plugins/builtin/chart-composer/chart-spec.ts +7 -0
- package/src/plugins/builtin/chart-composer/cli-options.ts +2 -5
- package/src/plugins/builtin/chart-composer/data-catalog-pane.tsx +2 -1
- package/src/plugins/builtin/chart-composer/editor/controller.ts +2 -0
- package/src/plugins/builtin/chart-composer/editor.tsx +4 -1
- package/src/plugins/builtin/chart-composer/headless-schema.ts +28 -26
- package/src/plugins/builtin/chart-composer/headless.ts +253 -35
- package/src/plugins/builtin/chart-composer/index.tsx +12 -2
- package/src/plugins/builtin/chart-composer/leverage-overlay.ts +142 -0
- package/src/plugins/builtin/chart-composer/pane.tsx +127 -28
- package/src/plugins/builtin/chart-composer/series-catalog.ts +1 -0
- package/src/plugins/builtin/chart-composer/series-expression.ts +65 -6
- package/src/plugins/builtin/chart-composer/session-history.ts +15 -21
- package/src/plugins/builtin/chart-composer/session-range.ts +4 -2
- package/src/plugins/builtin/chart-composer/settings.ts +31 -19
- package/src/plugins/builtin/chart-composer/use-series-catalog.ts +5 -6
- package/src/plugins/builtin/chart-composer/viewport-labels.ts +18 -8
- package/src/plugins/builtin/chat/attachments/model.ts +3 -1
- package/src/plugins/builtin/chat/content/index.tsx +1 -1
- package/src/plugins/builtin/chat/pane-links/open.ts +1 -1
- package/src/plugins/builtin/chat/people.ts +1 -1
- package/src/plugins/builtin/clinical-trials/client.ts +5 -2
- package/src/plugins/builtin/clinical-trials/model.ts +13 -4
- package/src/plugins/builtin/clinical-trials/pane.tsx +32 -12
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- package/src/plugins/builtin/world-venue-map/layers.ts +1 -1
- package/src/plugins/builtin/world-venue-map/map.tsx +2 -1
- package/src/plugins/builtin/world-venue-map/pane.tsx +4 -2
- package/src/plugins/builtin/world-venue-map/venue-header.tsx +15 -4
- package/src/plugins/builtin/yield-curve/client.ts +25 -0
- package/src/plugins/builtin/yield-curve/curves.ts +7 -4
- package/src/plugins/builtin/yield-curve/headless.ts +38 -4
- package/src/plugins/builtin/yield-curve/history.ts +4 -3
- package/src/plugins/builtin/yield-curve/index.tsx +12 -6
- package/src/plugins/builtin/yield-curve/swaps-model.ts +93 -0
- package/src/plugins/builtin/yield-curve/swaps.tsx +99 -0
- package/src/plugins/bundle.ts +1 -1
- package/src/plugins/catalog-browser.ts +2 -1
- package/src/plugins/compat.ts +3 -3
- package/src/plugins/dependencies.ts +75 -14
- package/src/plugins/extracted-plugins.ts +132 -34
- package/src/plugins/host-link.ts +149 -34
- package/src/plugins/installer.ts +35 -10
- package/src/plugins/loader.ts +206 -38
- package/src/plugins/manager-node.ts +2 -2
- package/src/plugins/marketplace/deactivation.ts +22 -0
- package/src/plugins/marketplace/model.ts +2 -2
- package/src/plugins/marketplace/packs.ts +1 -1
- package/src/plugins/ownership.ts +1 -1
- package/src/plugins/peer-retry.ts +155 -0
- package/src/plugins/registry/contributions.ts +3 -1
- package/src/plugins/registry/index.ts +4 -3
- package/src/plugins/registry/plugin-state.ts +3 -0
- package/src/plugins/seed-notice.ts +20 -0
- package/src/plugins/shortcut-argument.ts +39 -0
- package/src/portfolio/allocation.ts +1 -1
- package/src/portfolio/collection-name.ts +31 -0
- package/src/portfolio/column-values.ts +10 -8
- package/src/portfolio/cost-fx.ts +296 -19
- package/src/portfolio/manual-lots.ts +75 -0
- package/src/portfolio/mutations.ts +60 -22
- package/src/portfolio/suffixed-listings.ts +209 -0
- package/src/portfolio/totals-currency.ts +24 -0
- package/src/public/__snapshots__/public-api.test.ts.snap +14 -0
- package/src/public/time-series.ts +11 -8
- package/src/remote/schema.ts +1 -1
- package/src/renderers/browser/config-host.ts +3 -0
- package/src/renderers/browser/main.tsx +23 -3
- package/src/renderers/dom/boot-frame-page.ts +187 -0
- package/src/renderers/dom/boot-frame.ts +237 -0
- package/src/renderers/dom/build-assets.ts +46 -8
- package/src/renderers/dom/dom-ui-host.tsx +4 -29
- package/src/renderers/dom/host/ascii-text.ts +16 -2
- package/src/renderers/dom/host/box.tsx +43 -2
- package/src/renderers/dom/host/chart-surface.tsx +2 -0
- package/src/renderers/dom/host/hls.chunk.ts +3 -0
- package/src/renderers/dom/host/image-surface.tsx +49 -0
- package/src/renderers/dom/host/media-surface.tsx +24 -18
- package/src/renderers/dom/host/mouse.ts +30 -0
- package/src/renderers/dom/host/size-observer.ts +1 -1
- package/src/renderers/dom/host/style.ts +1 -1
- package/src/renderers/dom/styles.css +76 -0
- package/src/renderers/dom/test-utils.tsx +2 -1
- package/src/renderers/electrobun/bun/application-menu/index.ts +3 -3
- package/src/renderers/electrobun/bun/desktop/backend-requests.ts +3 -0
- package/src/renderers/electrobun/bun/desktop/backend.ts +46 -3
- package/src/renderers/electrobun/bun/desktop/detached-windows.ts +1 -1
- package/src/renderers/electrobun/bun/desktop/host-requests.ts +9 -3
- package/src/renderers/electrobun/bun/desktop/initialization.ts +81 -18
- package/src/renderers/electrobun/bun/external-plugins.ts +29 -7
- package/src/renderers/electrobun/bun/index.ts +11 -1
- package/src/renderers/electrobun/bun/window/boot-frame.ts +67 -0
- package/src/renderers/electrobun/bun/window/create.ts +4 -1
- package/src/renderers/electrobun/shared/boot-frame.ts +7 -0
- package/src/renderers/electrobun/shared/protocol.ts +6 -1
- package/src/renderers/electrobun/view/cli-pane-shot-entry.tsx +1 -1
- package/src/renderers/electrobun/view/config-host.ts +3 -0
- package/src/renderers/electrobun/view/fatal-screen.tsx +1 -1
- package/src/renderers/electrobun/view/main.tsx +30 -4
- package/src/renderers/electrobun/view/news-source.ts +5 -5
- package/src/renderers/electrobun/view/remote/asset-data-client.ts +1 -1
- package/src/renderers/electrobun/view/ui-host.tsx +1 -1
- package/src/renderers/opentui/browser-open.ts +88 -0
- package/src/renderers/opentui/host.tsx +5 -14
- package/src/renderers/opentui/image/loader.ts +3 -2
- package/src/renderers/opentui/native-smoke.ts +10 -1
- package/src/renderers/opentui/pane-image/index.ts +2 -1
- package/src/renderers/opentui/render-lib.ts +253 -0
- package/src/renderers/opentui/render-timing-smoke.ts +1 -1
- package/src/renderers/opentui/start.tsx +1 -1
- package/src/renderers/share/layout-view.tsx +2 -2
- package/src/renderers/share/main.tsx +4 -4
- package/src/renderers/share/view.tsx +1 -1
- package/src/series/resolve.ts +22 -6
- package/src/series/standalone.ts +30 -2
- package/src/series/types.ts +8 -1
- package/src/shares/api.ts +4 -1
- package/src/shares/pane.ts +1 -1
- package/src/sources/gloomberb-cloud/fred-series.ts +46 -1
- package/src/sources/gloomberb-cloud/index.ts +32 -16
- package/src/sources/gloomberb-cloud/news.ts +39 -0
- package/src/sources/gloomberb-cloud/normalizers.ts +14 -1
- package/src/sources/gloomberb-cloud/perpetuals.ts +49 -1
- package/src/sources/listing-symbols.ts +37 -0
- package/src/sources/provider-errors.ts +16 -2
- package/src/sources/provider-router/financial-routes.ts +21 -3
- package/src/sources/provider-router/financials.ts +15 -2
- package/src/sources/provider-router/history.ts +30 -8
- package/src/sources/provider-router/primary.ts +1 -1
- package/src/state/app/bootstrap.ts +23 -0
- package/src/state/hooks/inline-tickers.ts +30 -5
- package/src/sync/controller.ts +1 -1
- package/src/sync/core-contributors.ts +46 -14
- package/src/team/collections-sync.ts +2 -1
- package/src/team/collections.ts +178 -17
- package/src/telemetry/crash-reports.ts +17 -4
- package/src/test-support/builtin-panes.ts +1 -1
- package/src/theme/colors.ts +3 -30
- package/src/theme/ui-tokens.ts +37 -1
- package/src/tickers/company-name-listing.ts +210 -33
- package/src/tickers/index-roots.ts +47 -0
- package/src/tickers/instrument-label.ts +5 -1
- package/src/tickers/metadata.ts +10 -0
- package/src/tickers/perpetual-listing.ts +5 -2
- package/src/tickers/search/home-listing.ts +75 -0
- package/src/tickers/search/index.ts +76 -27
- package/src/tickers/search/ranking.ts +54 -4
- package/src/tickers/search/upsert.ts +29 -0
- package/src/tickers/terminal-codes.ts +416 -40
- package/src/time-series/bar-aggregation.ts +243 -0
- package/src/time-series/base-series.ts +307 -0
- package/src/time-series/chart-bounds.ts +349 -0
- package/src/time-series/chart-seed.ts +142 -0
- package/src/time-series/economic.ts +5 -0
- package/src/time-series/fundamentals.ts +18 -3
- package/src/time-series/history-acquisition.ts +499 -0
- package/src/time-series/leverage.ts +100 -0
- package/src/time-series/market-resolution.ts +4 -2
- package/src/time-series/market.ts +2 -1
- package/src/time-series/price-comparison.ts +175 -30
- package/src/time-series/range.ts +9 -1
- package/src/time-series/resolution.ts +174 -16
- package/src/time-series/resolve-context.ts +157 -0
- package/src/time-series/resolve.ts +126 -1577
- package/src/time-series/series-name.ts +38 -0
- package/src/time-series/series-presentation.ts +208 -0
- package/src/time-series/spec.ts +11 -6
- package/src/time-series/studies.ts +109 -12
- package/src/time-series/tail-reconcile.ts +121 -0
- package/src/time-series/types.ts +29 -2
- package/src/time-series/use-chart-resolution.ts +4 -5
- package/src/types/broker.ts +10 -0
- package/src/types/config.ts +14 -0
- package/src/types/data-provider.ts +14 -0
- package/src/types/exchange-rate.ts +6 -0
- package/src/types/financials.ts +104 -7
- package/src/types/headless.ts +76 -6
- package/src/types/instrument.ts +3 -0
- package/src/types/plugin.ts +65 -8
- package/src/types/price-history.ts +2 -0
- package/src/types/ticker.ts +13 -0
- package/src/types/trading.ts +59 -1
- package/src/ui/ascii-font.ts +13 -1
- package/src/ui/host.tsx +6 -1
- package/src/updater/command-names.ts +175 -0
- package/src/updater/index.ts +10 -5
- package/src/utils/calendar-date.ts +32 -15
- package/src/utils/cash-runway.ts +241 -0
- package/src/utils/central-banks.ts +42 -0
- package/src/utils/cli-output.ts +259 -80
- package/src/utils/contract-month.ts +16 -0
- package/src/utils/crypto-pair.ts +61 -3
- package/src/utils/currency-units.ts +29 -0
- package/src/utils/datetime-format.ts +10 -0
- package/src/utils/debug-log.ts +1 -1
- package/src/utils/decimal-comma.ts +39 -6
- package/src/utils/exchange-announcements.ts +71 -0
- package/src/utils/exchange-rate-snapshot.ts +10 -0
- package/src/utils/financial-statements.ts +83 -4
- package/src/utils/format.ts +34 -16
- package/src/utils/fundamentals.ts +150 -34
- package/src/utils/fx-market-hours.ts +10 -1
- package/src/utils/latest-financial-period.ts +8 -0
- package/src/utils/linux-libc.ts +54 -0
- package/src/utils/market-capitalization.ts +111 -15
- package/src/utils/max-drawdown.ts +64 -0
- package/src/utils/network-failure.ts +83 -0
- package/src/utils/option-expiry.ts +139 -7
- package/src/utils/price-earnings.ts +11 -5
- package/src/utils/price-history.ts +18 -8
- package/src/utils/price-window.ts +131 -0
- package/src/utils/release-date.ts +47 -0
- package/src/utils/sec.ts +3 -0
- package/src/utils/throttled-fetch.ts +11 -4
- package/src/utils/trailing-eps.ts +67 -0
- package/src/utils/typed-text.ts +21 -0
- package/src/utils/utc-time.ts +24 -1
- package/src/version.ts +6 -0
- package/src/cli/pane-functions/screenshot.ts +0 -2122
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import { fetchScreen } from "./client";
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import { checkRows, screenCheckSummary, screenCheckTicker } from "./screen-check";
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description: "Check one ticker against every criterion, including the screen's currency filter.",
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description: "Use a saved screen by ID or exact name. Cannot be combined with --definition.",
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shot: { reportOnly: "opens a saved screen for the report; open it from Saved in the EQS pane" },
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},
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async load(args, ctx) {
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if (args.options.saved && args.options.definition) throw new Error("Choose --saved or --definition, not both.");
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const byId = screens.find((screen) => screen.id === wanted);
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const matches = byId ? [byId] : screens.filter((screen) => screen.name.toLowerCase() === wanted.toLowerCase());
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? `More than one saved screen is named ${JSON.stringify(wanted)}. Use its ID with --saved.`
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: `Saved screen ${JSON.stringify(wanted)} was not found. Open Saved in EQS to see your screens.`);
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}
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return {
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freshness: { asOf: data.snapshot.assembledAt },
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complete: data.status === "available" && data.warnings.length === 0,
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errors: data.warnings,
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sections: data.criteria.length === 0 ? [{
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title: data.row ? `${data.row.symbol}:${data.row.exchange}` : data.symbol,
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entries: [{ label: "Result", value: screenCheckSummary(data) }],
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}] : [{
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title: `${data.row ? `${data.row.symbol}:${data.row.exchange}` : data.symbol} · ${screenCheckSummary(data)}`,
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columns: [
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{ key: "criterion", header: "Criterion" },
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{ key: "value", header: "Value", align: "right" as const },
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{ key: "asOf", header: "As of" },
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{ key: "state", header: "State" },
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{ key: "reason", header: "Reason", underRow: true },
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],
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rows: checkRows(data),
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}],
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metadata: {
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definition: data.definition, snapshot: data.snapshot, symbol: data.symbol,
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listing: data.row, matches: data.matches, status: data.status,
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criteria: data.criteria, ...(savedName ? { savedScreen: savedName } : {}),
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},
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};
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}
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// Last, Chg% and market cap are the regular session, as `quote` and the
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@@ -147,7 +209,7 @@ export const equityScreenerHeadless: HeadlessPaneDefinition<"bundle"> = {
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? [
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`${currencyEmpty.title} ${currencyEmpty.detail}`,
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`In the base currency, ${currencyEmpty.base.currency}:
|
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`In the base currency, ${currencyEmpty.base.currency}: gloom fn EQS --definition '${spacedJson(currencyEmpty.base)}'${metric === "marketCap" ? "" : ` --metric ${metric}`}`,
|
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].join("\n")
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: null;
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|
// Payload status also counts ordinary per-field sparsity; only generation
|
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@@ -190,7 +252,7 @@ export const equityScreenerHeadless: HeadlessPaneDefinition<"bundle"> = {
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extendedPrice: row.extended?.price ?? null,
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extendedChangePercent: row.extended?.changePercent ?? null,
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...(row.extended?.mark ? { extendedMark: true } : {}),
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value:
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value: formatScreenMetric(metric, observation),
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unit: observation.unit,
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percentile:
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observation.percentile.value == null
|
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@@ -119,7 +119,7 @@ const LIVE_SORT_FIELDS: ReadonlySet<string> = new Set(["price", "changePercent",
|
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119
119
|
* Rows in the screen's order by the figures they show. A sort on a field the
|
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120
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* quotes move (price, change, volume, market cap) is redone on the overlaid
|
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* values, so the column reads monotone: GRAB's snapshot cap, two closes old,
|
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|
-
* kept it above MANH after its quote moved it below
|
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|
+
* kept it above MANH after its quote moved it below. Rows without a
|
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123
|
* value stay last, and ties keep the snapshot's order. Any other sort is the
|
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* snapshot's, which the overlay does not touch.
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|
*/
|
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@@ -21,6 +21,7 @@ import { yearToDateBaseLabel } from "../../../market-data/market/year-to-date";
|
|
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21
21
|
import { canonicalExchange } from "../../../utils/exchanges";
|
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22
22
|
import { LATEST_DISTRIBUTION, TRAILING_DIVIDEND_BASIS } from "../../../utils/forward-dividend";
|
|
23
23
|
import { formatCompact, formatNumber } from "../../../utils/format";
|
|
24
|
+
import { formatPriceEarnings, NOT_MEANINGFUL } from "../../../utils/price-earnings";
|
|
24
25
|
import { kpiFreeLimitNote } from "../company-kpis/model";
|
|
25
26
|
|
|
26
27
|
/**
|
|
@@ -135,6 +136,11 @@ export function formatScreenValue(field: NumericField, value: number | null): st
|
|
|
135
136
|
return SIGNED.has(field) && value > 0 && fixed !== "0.0" ? `+${fixed}` : fixed;
|
|
136
137
|
}
|
|
137
138
|
|
|
139
|
+
/** A row's metric as a cell prints it: N/M for a multiple that is not meaningful, as RV and `valuation` print it. */
|
|
140
|
+
export function formatScreenMetric(field: NumericField, metric: Pick<ScreenMetric, "value" | "notMeaningful">): string {
|
|
141
|
+
return metric.value == null && metric.notMeaningful ? formatPriceEarnings(NOT_MEANINGFUL) : formatScreenValue(field, metric.value);
|
|
142
|
+
}
|
|
143
|
+
|
|
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144
|
/**
|
|
139
145
|
* A row's dividend yield basis, in the words `ticker` and `DVD` use. Gloom
|
|
140
146
|
* Cloud serves each row's statistics yield as it is stated, forward for most
|
|
@@ -3,8 +3,10 @@ import {
|
|
|
3
3
|
Box,
|
|
4
4
|
ScrollBox,
|
|
5
5
|
useRendererHost,
|
|
6
|
+
useUiCapabilities,
|
|
6
7
|
type ScrollBoxRenderable,
|
|
7
8
|
} from "../../../ui";
|
|
9
|
+
import { withCompanyLogo } from "../../../components/company-logo";
|
|
8
10
|
import {
|
|
9
11
|
Button,
|
|
10
12
|
confirmDialog,
|
|
@@ -52,6 +54,7 @@ import { useSampledValue } from "../../../state/hooks/live-ticker-financials";
|
|
|
52
54
|
import { usePlanAccess } from "../../../api-client/plan-access";
|
|
53
55
|
import { SignInWall } from "../cloud/auth-actions";
|
|
54
56
|
import { CriterionEditor } from "./criterion-editor";
|
|
57
|
+
import { ScreenTickerCheck } from "./ticker-check";
|
|
55
58
|
import {
|
|
56
59
|
fetchSavedScreens,
|
|
57
60
|
fetchScreenFields,
|
|
@@ -63,6 +66,7 @@ import {
|
|
|
63
66
|
criterionText,
|
|
64
67
|
DEFAULT_SCREEN,
|
|
65
68
|
dividendYieldBasis,
|
|
69
|
+
formatScreenMetric,
|
|
66
70
|
formatScreenValue,
|
|
67
71
|
metricDate,
|
|
68
72
|
parseScreenDefinition,
|
|
@@ -70,6 +74,7 @@ import {
|
|
|
70
74
|
SIGN_COLORED,
|
|
71
75
|
screenColumnLabel,
|
|
72
76
|
screenCurrencyEmpty,
|
|
77
|
+
screenDefinitionKey,
|
|
73
78
|
screenLabel,
|
|
74
79
|
screenRowId,
|
|
75
80
|
screenYtdBase,
|
|
@@ -183,7 +188,7 @@ function ScreenDetail({
|
|
|
183
188
|
<KeyValueRow
|
|
184
189
|
label={screenLabel(field)}
|
|
185
190
|
labelWidth={24}
|
|
186
|
-
value={`${formatScreenValue(field, metric.value)} ${metric.unit}`}
|
|
191
|
+
value={metric.value == null && metric.notMeaningful ? formatScreenMetric(field, metric) : `${formatScreenValue(field, metric.value)} ${metric.unit}`}
|
|
187
192
|
detail={
|
|
188
193
|
metric.value === null
|
|
189
194
|
? (metric.reason ?? "unavailable")
|
|
@@ -242,6 +247,7 @@ function EquityScreenView({
|
|
|
242
247
|
const colors = useThemeColors(),
|
|
243
248
|
dialog = useDialog(),
|
|
244
249
|
host = useRendererHost();
|
|
250
|
+
const logos = useUiCapabilities().nativePaneChrome === true;
|
|
245
251
|
const { notify } = usePluginAppActions();
|
|
246
252
|
const openDescription = useOpenDescription();
|
|
247
253
|
const session = useResearchCloudSession(),
|
|
@@ -275,6 +281,10 @@ function EquityScreenView({
|
|
|
275
281
|
const [saveForm, setSaveForm] = useState(false),
|
|
276
282
|
[name, setName] = useState("");
|
|
277
283
|
const [actionError, setActionError] = useState<string | null>(null);
|
|
284
|
+
const [check, setCheck] = useState<{
|
|
285
|
+
definition: ScreenDefinition;
|
|
286
|
+
snapshotId?: string;
|
|
287
|
+
} | null>(null);
|
|
278
288
|
const fields = useAsyncResource(loadFields);
|
|
279
289
|
const savedLoader = useCallback(
|
|
280
290
|
() => fetchSavedScreens(),
|
|
@@ -362,6 +372,7 @@ function EquityScreenView({
|
|
|
362
372
|
try {
|
|
363
373
|
setDefinition(parseScreenDefinition(next));
|
|
364
374
|
setOpenId(null);
|
|
375
|
+
setCheck(null);
|
|
365
376
|
setActionError(null);
|
|
366
377
|
} catch (error) {
|
|
367
378
|
setActionError(errorText(error));
|
|
@@ -371,11 +382,22 @@ function EquityScreenView({
|
|
|
371
382
|
setMode(next);
|
|
372
383
|
setEditing(null);
|
|
373
384
|
setSaveForm(false);
|
|
385
|
+
setCheck(null);
|
|
374
386
|
setActionError(null);
|
|
375
387
|
};
|
|
376
388
|
const research = () => {
|
|
377
389
|
if (selected) openDescription(selected.symbol, selected.exchange);
|
|
378
390
|
};
|
|
391
|
+
const startCheck = () => {
|
|
392
|
+
setCheck({
|
|
393
|
+
definition,
|
|
394
|
+
snapshotId: data?.snapshot && screenDefinitionKey(data.definition) === screenDefinitionKey(definition)
|
|
395
|
+
? data.snapshot.id
|
|
396
|
+
: undefined,
|
|
397
|
+
});
|
|
398
|
+
setActionError(null);
|
|
399
|
+
};
|
|
400
|
+
const checkHint = { id: "check", key: "t", label: "check ticker", title: "Check ticker", onPress: startCheck, disabled: false };
|
|
379
401
|
const startSave = () => {
|
|
380
402
|
if (!access.emailVerified) { switchMode("saved"); return; }
|
|
381
403
|
setName(currentSaved?.name ?? "");
|
|
@@ -472,7 +494,7 @@ function EquityScreenView({
|
|
|
472
494
|
useAutoRefresh(results.updatedAt, results.load);
|
|
473
495
|
const openQueryControl = () => queryControl.current?.open();
|
|
474
496
|
const hints =
|
|
475
|
-
saveForm || editing !== null
|
|
497
|
+
saveForm || editing !== null || check
|
|
476
498
|
? []
|
|
477
499
|
: mode === "criteria"
|
|
478
500
|
? [
|
|
@@ -499,6 +521,7 @@ function EquityScreenView({
|
|
|
499
521
|
}),
|
|
500
522
|
disabled: !definition.criteria.length,
|
|
501
523
|
},
|
|
524
|
+
checkHint,
|
|
502
525
|
]
|
|
503
526
|
: mode === "saved"
|
|
504
527
|
? [
|
|
@@ -518,6 +541,7 @@ function EquityScreenView({
|
|
|
518
541
|
? [{ id: "metric", key: "m", label: "etric", onPress: openQueryControl }]
|
|
519
542
|
: []),
|
|
520
543
|
{ id: "save", key: "s", label: "ave screen", onPress: startSave },
|
|
544
|
+
checkHint,
|
|
521
545
|
{
|
|
522
546
|
id: "export",
|
|
523
547
|
key: "x",
|
|
@@ -538,7 +562,7 @@ function EquityScreenView({
|
|
|
538
562
|
];
|
|
539
563
|
usePaneFooter(
|
|
540
564
|
"equity-screener",
|
|
541
|
-
() => ({
|
|
565
|
+
() => check ? null : ({
|
|
542
566
|
info: [
|
|
543
567
|
...(results.loading || results.loadingMore
|
|
544
568
|
? [
|
|
@@ -594,11 +618,13 @@ function EquityScreenView({
|
|
|
594
618
|
saving,
|
|
595
619
|
exporting,
|
|
596
620
|
hints,
|
|
621
|
+
check,
|
|
597
622
|
],
|
|
598
623
|
);
|
|
599
624
|
usePaneNoticeFooter({
|
|
600
625
|
registrationId: "equity-screener:notices",
|
|
601
626
|
focused,
|
|
627
|
+
enabled: !check,
|
|
602
628
|
notices: [
|
|
603
629
|
...(data?.warnings ?? []),
|
|
604
630
|
...(opened?.warnings ?? []),
|
|
@@ -650,6 +676,7 @@ function EquityScreenView({
|
|
|
650
676
|
event.targetEditable ||
|
|
651
677
|
event.ctrl ||
|
|
652
678
|
event.meta ||
|
|
679
|
+
check ||
|
|
653
680
|
editing !== null
|
|
654
681
|
)
|
|
655
682
|
return;
|
|
@@ -679,7 +706,7 @@ function EquityScreenView({
|
|
|
679
706
|
tabs: TABS,
|
|
680
707
|
activeValue: mode,
|
|
681
708
|
onSelect: switchMode,
|
|
682
|
-
focused: focused && !saveForm && editing === null,
|
|
709
|
+
focused: focused && !saveForm && editing === null && !check,
|
|
683
710
|
dense: true,
|
|
684
711
|
});
|
|
685
712
|
const bodyHeight = Math.max(5, height - 1 - tabRows);
|
|
@@ -972,7 +999,7 @@ function EquityScreenView({
|
|
|
972
999
|
? priceColor(Math.abs(observation.value) < 0.05 ? 0 : observation.value, colors)
|
|
973
1000
|
: undefined;
|
|
974
1001
|
return {
|
|
975
|
-
text:
|
|
1002
|
+
text: formatScreenMetric(field, observation),
|
|
976
1003
|
color: observation.state === "stale" ? colors.warning : change,
|
|
977
1004
|
};
|
|
978
1005
|
}
|
|
@@ -983,7 +1010,7 @@ function EquityScreenView({
|
|
|
983
1010
|
return focus.state === "stale"
|
|
984
1011
|
? { text: metricDate(focus).text, color: colors.warning }
|
|
985
1012
|
: { text: "" };
|
|
986
|
-
if (column.id === "name") return { text: row.name ?? "--" };
|
|
1013
|
+
if (column.id === "name") return withCompanyLogo({ text: row.name ?? "--" }, row.name ? row : null, logos);
|
|
987
1014
|
return { text: String(row[column.id as "symbol"] ?? "--") };
|
|
988
1015
|
}}
|
|
989
1016
|
sortColumnId={
|
|
@@ -1026,11 +1053,19 @@ function EquityScreenView({
|
|
|
1026
1053
|
{tabStrip}
|
|
1027
1054
|
<PageStackView
|
|
1028
1055
|
focused={focused}
|
|
1029
|
-
detailOpen={saveForm}
|
|
1030
|
-
onBack={() => setSaveForm(false)}
|
|
1031
|
-
detailTitle="Save screen"
|
|
1056
|
+
detailOpen={saveForm || !!check}
|
|
1057
|
+
onBack={() => { setSaveForm(false); setCheck(null); }}
|
|
1058
|
+
detailTitle={check ? "Check ticker" : "Save screen"}
|
|
1032
1059
|
rootContent={body}
|
|
1033
|
-
detailContent={
|
|
1060
|
+
detailContent={check ? (
|
|
1061
|
+
<ScreenTickerCheck
|
|
1062
|
+
definition={check.definition}
|
|
1063
|
+
snapshotId={check.snapshotId}
|
|
1064
|
+
width={width}
|
|
1065
|
+
height={bodyHeight - 1}
|
|
1066
|
+
focused={focused}
|
|
1067
|
+
/>
|
|
1068
|
+
) : saveForm ? saveContent : null}
|
|
1034
1069
|
/>
|
|
1035
1070
|
</Box>
|
|
1036
1071
|
);
|
|
@@ -0,0 +1,90 @@
|
|
|
1
|
+
import type { ScreenCheckPayload, ScreenCriterion, ScreenDefinition } from "../../../api-client/equity-screener";
|
|
2
|
+
import { canonicalExchange, parsePublicTickerKey } from "../../../utils/exchanges";
|
|
3
|
+
import { criterionText, parseScreenDefinition, screenDefinitionKey, screenLabel } from "./model";
|
|
4
|
+
|
|
5
|
+
/** One listing, with the same exchange aliases the rest of the app accepts. */
|
|
6
|
+
export function screenCheckTicker(text: string): { symbol: string; exchange?: string } {
|
|
7
|
+
const ticker = parsePublicTickerKey(text.trim());
|
|
8
|
+
if (!/^[A-Z0-9][A-Z0-9./-]{0,31}$/.test(ticker.symbol)
|
|
9
|
+
|| (ticker.exchange !== undefined && !/^[A-Z0-9_-]{1,24}$/.test(ticker.exchange)))
|
|
10
|
+
throw new Error("Enter one ticker, such as NVDA or NVDA:NASDAQ.");
|
|
11
|
+
return ticker;
|
|
12
|
+
}
|
|
13
|
+
|
|
14
|
+
const dated = (value: unknown): value is string => typeof value === "string" && Number.isFinite(Date.parse(value));
|
|
15
|
+
const nullableText = (value: unknown) => value === null || typeof value === "string";
|
|
16
|
+
// Stored equity listings share one identity across share-class separators.
|
|
17
|
+
const listingSymbol = (symbol: string) => symbol.replace(/[./]/g, "-");
|
|
18
|
+
|
|
19
|
+
/** Reject a response for another definition, listing or snapshot before showing its verdict. */
|
|
20
|
+
export function validateScreenCheck(
|
|
21
|
+
value: unknown,
|
|
22
|
+
definition: ScreenDefinition,
|
|
23
|
+
ticker: { symbol: string; exchange?: string },
|
|
24
|
+
snapshotId?: string,
|
|
25
|
+
): ScreenCheckPayload {
|
|
26
|
+
const data = value as ScreenCheckPayload;
|
|
27
|
+
const invalid = () => new Error("Invalid ticker check response. Refresh the screen and try again.");
|
|
28
|
+
if (!data || data.version !== 1 || !["available", "partial", "not-covered"].includes(data.status)
|
|
29
|
+
|| data.symbol !== ticker.symbol || !Array.isArray(data.criteria)
|
|
30
|
+
|| !Array.isArray(data.warnings) || data.warnings.some((warning) => typeof warning !== "string")
|
|
31
|
+
|| !data.snapshot || typeof data.snapshot.id !== "string"
|
|
32
|
+
|| !dated(data.snapshot.assembledAt) || !dated(data.snapshot.expiresAt)
|
|
33
|
+
|| Date.parse(data.snapshot.expiresAt) <= Date.parse(data.snapshot.assembledAt)
|
|
34
|
+
|| (snapshotId !== undefined && data.snapshot.id !== snapshotId)) throw invalid();
|
|
35
|
+
if (screenDefinitionKey(data.definition) !== screenDefinitionKey(definition)) throw invalid();
|
|
36
|
+
const expected: ScreenCriterion[] = [
|
|
37
|
+
...(definition.currency ? [{ field: "currency", op: "in", value: [definition.currency] } as ScreenCriterion] : []),
|
|
38
|
+
...parseScreenDefinition(definition).criteria,
|
|
39
|
+
];
|
|
40
|
+
if (data.criteria.length !== expected.length) throw invalid();
|
|
41
|
+
const covered = data.status !== "not-covered";
|
|
42
|
+
if (covered) {
|
|
43
|
+
if (!data.row || typeof data.row.symbol !== "string" || listingSymbol(data.row.symbol) !== listingSymbol(ticker.symbol) || typeof data.row.exchange !== "string"
|
|
44
|
+
|| (ticker.exchange && canonicalExchange(data.row.exchange) !== ticker.exchange)
|
|
45
|
+
|| ![data.row.name, data.row.currency, data.row.sector, data.row.industry].every(nullableText)
|
|
46
|
+
|| typeof data.matches !== "boolean") throw invalid();
|
|
47
|
+
} else if (data.row !== null || data.matches !== null) throw invalid();
|
|
48
|
+
for (let i = 0; i < expected.length; i++) {
|
|
49
|
+
const entry = data.criteria[i]!;
|
|
50
|
+
if (!entry || typeof entry.implicit !== "boolean" || entry.implicit !== (i === 0 && !!definition.currency)
|
|
51
|
+
|| !["available", "partial", "stale", "unavailable", "missing", "not-covered"].includes(entry.state)
|
|
52
|
+
|| typeof entry.unit !== "string" || !nullableText(entry.reason)
|
|
53
|
+
|| (entry.asOf !== null && !dated(entry.asOf))
|
|
54
|
+
|| (entry.observedAt !== null && !dated(entry.observedAt))
|
|
55
|
+
|| (entry.value !== null && typeof entry.value !== "string" && (typeof entry.value !== "number" || !Number.isFinite(entry.value)))
|
|
56
|
+
|| (covered ? typeof entry.passes !== "boolean" : entry.passes !== null || entry.value !== null || entry.state !== "not-covered")) throw invalid();
|
|
57
|
+
// Parsing normalizes object key order and category lists on both sides.
|
|
58
|
+
const one = (criterion: ScreenCriterion) => screenDefinitionKey({ ...definition, criteria: [criterion] });
|
|
59
|
+
if (one(entry.criterion) !== one(expected[i]!)) throw invalid();
|
|
60
|
+
}
|
|
61
|
+
if (covered && data.matches !== data.criteria.every((entry) => entry.passes)) throw invalid();
|
|
62
|
+
return data;
|
|
63
|
+
}
|
|
64
|
+
|
|
65
|
+
const number = (value: number) => value.toLocaleString("en-US", { maximumSignificantDigits: 21 });
|
|
66
|
+
function checkCriterionText(criterion: ScreenCriterion): string {
|
|
67
|
+
if (!("value" in criterion) || criterion.op === "in") return criterionText(criterion);
|
|
68
|
+
const operators = { gte: ">=", lte: "<=", gt: ">", lt: "<", eq: "=", between: "between" };
|
|
69
|
+
const threshold = Array.isArray(criterion.value) ? criterion.value.map(number).join(", ") : number(criterion.value);
|
|
70
|
+
return `${screenLabel(criterion.field)} ${operators[criterion.op]} ${threshold}`;
|
|
71
|
+
}
|
|
72
|
+
|
|
73
|
+
/** The verdict uses stored screening values, never the live quote overlaid on Results. */
|
|
74
|
+
export function screenCheckSummary(data: ScreenCheckPayload): string {
|
|
75
|
+
return data.matches === null ? "Not covered" : data.matches ? "Passes all criteria" : "Does not match";
|
|
76
|
+
}
|
|
77
|
+
|
|
78
|
+
export function checkRows(data: ScreenCheckPayload) {
|
|
79
|
+
return data.criteria.map((entry, index) => ({
|
|
80
|
+
id: String(index),
|
|
81
|
+
criterion: checkCriterionText(entry.criterion),
|
|
82
|
+
value: entry.state === "not-covered" ? "Not covered" : entry.value === null ? "Missing" : typeof entry.value === "number"
|
|
83
|
+
? `${number(entry.value)}${entry.unit ? ` ${entry.unit}` : ""}` : entry.value,
|
|
84
|
+
result: entry.passes === null ? "Not evaluated" : entry.passes ? "Pass" : "Fail",
|
|
85
|
+
asOf: entry.asOf?.slice(0, 10) ?? (entry.observedAt ? `${entry.observedAt.slice(0, 10)} (collected)` : "--"),
|
|
86
|
+
state: entry.state,
|
|
87
|
+
reason: entry.reason,
|
|
88
|
+
passes: entry.passes,
|
|
89
|
+
}));
|
|
90
|
+
}
|