gloomberb 0.2.0 → 0.3.1

package/src/state/app-bootstrap.ts

@@ -0,0 +1,308 @@
+import type { Dispatch } from "react";
+import type { TickerRepository } from "../data/ticker-repository";
+import { findPaneInstance, isTickerPaneId, type AppConfig } from "../types/config";
+import type { CachedFinancialsTarget, DataProvider } from "../types/data-provider";
+import type { TickerFinancials } from "../types/financials";
+import type { BrokerAccount } from "../types/trading";
+import type { TickerMetadata, TickerRecord } from "../types/ticker";
+import type { AppAction, PaneRuntimeState } from "./app-context";
+import type { AppSessionSnapshot } from "./session-persistence";
+import { getDockedPaneIds } from "../plugins/pane-manager";
+
+const DEFAULT_WATCHLIST_TICKERS: Array<Pick<TickerMetadata, "ticker" | "exchange" | "currency" | "name">> = [
+  { ticker: "AAPL", exchange: "NASDAQ", currency: "USD", name: "Apple Inc." },
+  { ticker: "MSFT", exchange: "NASDAQ", currency: "USD", name: "Microsoft Corporation" },
+  { ticker: "GOOGL", exchange: "NASDAQ", currency: "USD", name: "Alphabet Inc." },
+  { ticker: "AMZN", exchange: "NASDAQ", currency: "USD", name: "Amazon.com Inc." },
+  { ticker: "NVDA", exchange: "NASDAQ", currency: "USD", name: "NVIDIA Corporation" },
+  { ticker: "TSLA", exchange: "NASDAQ", currency: "USD", name: "Tesla Inc." },
+  { ticker: "META", exchange: "NASDAQ", currency: "USD", name: "Meta Platforms Inc." },
+  { ticker: "BRK.B", exchange: "NYSE", currency: "USD", name: "Berkshire Hathaway Inc." },
+  { ticker: "JPM", exchange: "NYSE", currency: "USD", name: "JPMorgan Chase & Co." },
+  { ticker: "V", exchange: "NYSE", currency: "USD", name: "Visa Inc." },
+  { ticker: "BTC-USD", exchange: "CCC", currency: "USD", name: "Bitcoin USD" },
+  { ticker: "ETH-USD", exchange: "CCC", currency: "USD", name: "Ethereum USD" },
+];
+
+interface StartupPaneStateSeed {
+  cursorSymbol?: string | null;
+}
+
+interface RefreshPlanEntry {
+  ticker: TickerRecord;
+  priority: number;
+  mode: "quote" | "financials";
+}
+
+const MAX_BACKGROUND_WARMUP_TICKERS = 12;
+const PORTFOLIO_FINANCIAL_COLUMN_IDS = new Set([
+  "market_cap",
+  "pe",
+  "forward_pe",
+  "dividend_yield",
+]);
+
+export interface InitializeAppStateArgs {
+  config: AppConfig;
+  tickerRepository: TickerRepository;
+  dataProvider: DataProvider;
+  sessionSnapshot?: AppSessionSnapshot | null;
+  dispatch: Dispatch<AppAction>;
+  primeCachedFinancials?: (entries: Array<{ ticker: TickerRecord; financials: TickerFinancials }>) => void;
+  refreshTicker: (symbol: string, exchange?: string, tickerOverride?: TickerRecord | null, priority?: number) => void;
+  refreshQuote: (symbol: string, exchange?: string, tickerOverride?: TickerRecord | null, priority?: number) => void;
+  autoImportBrokerPositions: (tickerMap: Map<string, TickerRecord>) => Promise<void>;
+  persistedBrokerAccounts?: Record<string, BrokerAccount[]>;
+}
+
+function buildPaneStateSeed(
+  config: AppConfig,
+  tickers: TickerRecord[],
+  tickerMap: Map<string, TickerRecord>,
+  sessionSnapshot: AppSessionSnapshot | null | undefined,
+): Record<string, StartupPaneStateSeed> {
+  const seed: Record<string, StartupPaneStateSeed> = {};
+  if (tickers.length === 0) return seed;
+
+  for (const instance of config.layout.instances) {
+    if (instance.paneId !== "portfolio-list") continue;
+    const existingCursor = sessionSnapshot?.paneState?.[instance.instanceId]?.cursorSymbol;
+    if (typeof existingCursor === "string" && tickerMap.has(existingCursor)) {
+      seed[instance.instanceId] = { cursorSymbol: existingCursor };
+      continue;
+    }
+
+    const collectionId = instance.params?.collectionId ?? config.portfolios[0]?.id ?? config.watchlists[0]?.id;
+    const initialTicker = tickers.find((ticker) =>
+      (collectionId && ticker.metadata.portfolios.includes(collectionId))
+      || (collectionId && ticker.metadata.watchlists.includes(collectionId))
+    ) ?? tickers[0];
+
+    if (initialTicker) {
+      seed[instance.instanceId] = { cursorSymbol: initialTicker.metadata.ticker };
+    }
+  }
+
+  return seed;
+}
+
+function resolveSymbolForPane(
+  config: AppConfig,
+  instanceId: string,
+  paneStateSeed: Record<string, StartupPaneStateSeed>,
+  sessionSnapshot: AppSessionSnapshot | null | undefined,
+  tickerMap: Map<string, TickerRecord>,
+  seen = new Set<string>(),
+): string | null {
+  if (seen.has(instanceId)) return null;
+  seen.add(instanceId);
+
+  const instance = findPaneInstance(config.layout, instanceId);
+  if (!instance) return null;
+
+  if (instance.paneId === "portfolio-list") {
+    const cursor = paneStateSeed[instanceId]?.cursorSymbol
+      ?? (typeof sessionSnapshot?.paneState?.[instanceId]?.cursorSymbol === "string"
+        ? sessionSnapshot.paneState[instanceId]?.cursorSymbol as string
+        : null);
+    return cursor && tickerMap.has(cursor) ? cursor : null;
+  }
+
+  if (instance.binding?.kind === "fixed") {
+    return tickerMap.has(instance.binding.symbol) ? instance.binding.symbol : null;
+  }
+
+  if (instance.binding?.kind === "follow") {
+    return resolveSymbolForPane(config, instance.binding.sourceInstanceId, paneStateSeed, sessionSnapshot, tickerMap, seen);
+  }
+
+  return null;
+}
+
+function buildRefreshPlan(
+  config: AppConfig,
+  tickerMap: Map<string, TickerRecord>,
+  paneStateSeed: Record<string, StartupPaneStateSeed>,
+  sessionSnapshot: AppSessionSnapshot | null | undefined,
+): RefreshPlanEntry[] {
+  const planBySymbol = new Map<string, RefreshPlanEntry>();
+
+  const enqueueSymbol = (symbol: string | null, priority: number, mode: RefreshPlanEntry["mode"]) => {
+    if (!symbol) return;
+    const ticker = tickerMap.get(symbol);
+    if (!ticker) return;
+
+    const existing = planBySymbol.get(symbol);
+    if (existing) {
+      existing.priority = Math.min(existing.priority, priority);
+      if (mode === "financials") {
+        existing.mode = "financials";
+      }
+      return;
+    }
+
+    planBySymbol.set(symbol, { ticker, priority, mode });
+  };
+
+  const resolveWarmupMode = (instance: AppConfig["layout"]["instances"][number] | undefined): RefreshPlanEntry["mode"] => {
+    if (!instance) return "quote";
+    if (isTickerPaneId(instance.paneId)) return "financials";
+    if (instance.paneId !== "portfolio-list") return "quote";
+
+    const columnIds = Array.isArray(instance.settings?.columnIds)
+      ? instance.settings.columnIds.filter((value): value is string => typeof value === "string")
+      : [];
+    return columnIds.some((columnId) => PORTFOLIO_FINANCIAL_COLUMN_IDS.has(columnId))
+      ? "financials"
+      : "quote";
+  };
+
+  for (const instanceId of getDockedPaneIds(config.layout)) {
+    const instance = findPaneInstance(config.layout, instanceId);
+    enqueueSymbol(
+      resolveSymbolForPane(config, instanceId, paneStateSeed, sessionSnapshot, tickerMap),
+      0,
+      resolveWarmupMode(instance),
+    );
+  }
+
+  for (const entry of config.layout.floating) {
+    const instance = findPaneInstance(config.layout, entry.instanceId);
+    enqueueSymbol(
+      resolveSymbolForPane(config, entry.instanceId, paneStateSeed, sessionSnapshot, tickerMap),
+      1,
+      resolveWarmupMode(instance),
+    );
+  }
+
+  let backgroundWarmups = 0;
+  for (const target of sessionSnapshot?.hydrationTargets ?? []) {
+    if (backgroundWarmups >= MAX_BACKGROUND_WARMUP_TICKERS) break;
+    const before = planBySymbol.size;
+    enqueueSymbol(target.symbol, 2, "financials");
+    if (planBySymbol.size > before) {
+      backgroundWarmups += 1;
+    }
+  }
+
+  for (const symbol of config.recentTickers) {
+    if (backgroundWarmups >= MAX_BACKGROUND_WARMUP_TICKERS) break;
+    const before = planBySymbol.size;
+    enqueueSymbol(symbol, 2, "quote");
+    if (planBySymbol.size > before) {
+      backgroundWarmups += 1;
+    }
+  }
+
+  return [...planBySymbol.values()].sort((left, right) => left.priority - right.priority);
+}
+
+function buildCachedFinancialTarget(ticker: TickerRecord): CachedFinancialsTarget {
+  const instrument = ticker.metadata.broker_contracts?.[0] ?? null;
+  return {
+    symbol: ticker.metadata.ticker,
+    exchange: ticker.metadata.exchange,
+    brokerId: instrument?.brokerId,
+    brokerInstanceId: instrument?.brokerInstanceId,
+    instrument,
+  };
+}
+
+function resolveCachedFinancialPrimeEntries(
+  refreshPlan: RefreshPlanEntry[],
+  sessionSnapshot: AppSessionSnapshot | null | undefined,
+  dataProvider: DataProvider,
+): Array<{ ticker: TickerRecord; financials: TickerFinancials }> {
+  if (!dataProvider.getCachedFinancialsForTargets) return [];
+
+  const sessionTargetsBySymbol = new Map<string, CachedFinancialsTarget>();
+  for (const target of sessionSnapshot?.hydrationTargets ?? []) {
+    sessionTargetsBySymbol.set(target.symbol.trim().toUpperCase(), target);
+  }
+
+  const financialEntries = refreshPlan.filter((entry) => entry.mode === "financials");
+  if (financialEntries.length === 0) return [];
+
+  const cachedFinancials = dataProvider.getCachedFinancialsForTargets(
+    financialEntries.map(({ ticker }) => (
+      sessionTargetsBySymbol.get(ticker.metadata.ticker.trim().toUpperCase()) ?? buildCachedFinancialTarget(ticker)
+    )),
+  );
+  const primedEntries: Array<{ ticker: TickerRecord; financials: TickerFinancials }> = [];
+
+  for (const entry of financialEntries) {
+    const cached = cachedFinancials.get(entry.ticker.metadata.ticker.trim().toUpperCase());
+    if (cached) {
+      primedEntries.push({ ticker: entry.ticker, financials: cached });
+    }
+  }
+
+  return primedEntries;
+}
+
+export async function initializeAppState({
+  config,
+  tickerRepository,
+  dataProvider,
+  sessionSnapshot,
+  dispatch,
+  primeCachedFinancials,
+  refreshTicker,
+  refreshQuote,
+  autoImportBrokerPositions,
+  persistedBrokerAccounts = {},
+}: InitializeAppStateArgs): Promise<void> {
+  let tickers = await tickerRepository.loadAllTickers();
+
+  // Seed default watchlist tickers on first run
+  if (tickers.length === 0) {
+    const defaultWatchlistId = config.watchlists[0]?.id ?? "watchlist";
+    for (const entry of DEFAULT_WATCHLIST_TICKERS) {
+      await tickerRepository.createTicker({
+        ...entry,
+        portfolios: [],
+        watchlists: [defaultWatchlistId],
+        positions: [],
+        broker_contracts: [],
+        custom: {},
+        tags: [],
+      });
+    }
+    tickers = await tickerRepository.loadAllTickers();
+  }
+
+  const tickerMap = new Map<string, TickerRecord>();
+  for (const ticker of tickers) {
+    tickerMap.set(ticker.metadata.ticker, ticker);
+  }
+  dispatch({ type: "SET_TICKERS", tickers: tickerMap });
+
+  for (const [instanceId, accounts] of Object.entries(persistedBrokerAccounts)) {
+    dispatch({ type: "SET_BROKER_ACCOUNTS", instanceId, accounts });
+  }
+
+  const paneStateSeed = buildPaneStateSeed(config, tickers, tickerMap, sessionSnapshot);
+  for (const [paneId, patch] of Object.entries(paneStateSeed) as Array<[string, PaneRuntimeState]>) {
+    dispatch({ type: "UPDATE_PANE_STATE", paneId, patch });
+  }
+
+  const refreshPlan = buildRefreshPlan(config, tickerMap, paneStateSeed, sessionSnapshot);
+  if (primeCachedFinancials) {
+    const cachedPrimeEntries = resolveCachedFinancialPrimeEntries(refreshPlan, sessionSnapshot, dataProvider);
+    if (cachedPrimeEntries.length > 0) {
+      primeCachedFinancials(cachedPrimeEntries);
+    }
+  }
+
+  dispatch({ type: "SET_INITIALIZED" });
+
+  for (const entry of refreshPlan) {
+    if (entry.mode === "financials") {
+      refreshTicker(entry.ticker.metadata.ticker, entry.ticker.metadata.exchange, entry.ticker, entry.priority);
+    } else {
+      refreshQuote(entry.ticker.metadata.ticker, entry.ticker.metadata.exchange, entry.ticker, entry.priority);
+    }
+  }
+
+  void autoImportBrokerPositions(tickerMap);
+}