gloomberb 0.2.0 → 0.3.1

package/src/cli/commands/portfolio.ts

@@ -0,0 +1,210 @@
+import { formatCompact, formatCurrency } from "../../utils/format";
+import {
+  cliStyles,
+  colorBySign,
+  renderSection,
+  renderStat,
+  renderTable,
+} from "../../utils/cli-output";
+import { exchangeShortName } from "../../utils/market-status";
+import type { AppConfig } from "../../types/config";
+import type { TickerRecord } from "../../types/ticker";
+import { createBaseConverter, initConfigData, initMarketData } from "../context";
+import { closeAndFail } from "../errors";
+import {
+  countCollectionTickers,
+  formatSignedCurrency,
+  formatSignedPercentRaw,
+} from "../helpers";
+
+function renderCollectionOverview(config: AppConfig, tickers: TickerRecord[]): string {
+  const blocks: string[] = [];
+
+  blocks.push(renderSection("Portfolios"));
+  if (config.portfolios.length === 0) {
+    blocks.push(cliStyles.muted("No portfolios configured."));
+  } else {
+    blocks.push(renderTable(
+      [
+        { header: "Portfolio" },
+        { header: "Currency" },
+        { header: "Tickers", align: "right" },
+      ],
+      config.portfolios.map((portfolio) => [
+        portfolio.name,
+        portfolio.currency,
+        String(countCollectionTickers(tickers, "portfolios", portfolio.id)),
+      ]),
+    ));
+  }
+
+  blocks.push("");
+  blocks.push(renderSection("Watchlists"));
+  if (config.watchlists.length === 0) {
+    blocks.push(cliStyles.muted("No watchlists configured."));
+  } else {
+    blocks.push(renderTable(
+      [
+        { header: "Watchlist" },
+        { header: "Tickers", align: "right" },
+      ],
+      config.watchlists.map((watchlist) => [
+        watchlist.name,
+        String(countCollectionTickers(tickers, "watchlists", watchlist.id)),
+      ]),
+    ));
+  }
+
+  return blocks.join("\n");
+}
+
+export async function showCollection(name: string) {
+  const { config, store, dataProvider, persistence } = await initMarketData();
+  const tickers = (await store.loadAllTickers()).sort((left, right) =>
+    left.metadata.ticker.localeCompare(right.metadata.ticker)
+  );
+  const baseCurrency = config.baseCurrency;
+  const toBase = createBaseConverter(dataProvider, baseCurrency);
+
+  const normalized = name.trim().toLowerCase();
+  const matchedPortfolio = config.portfolios.find((portfolio) =>
+    portfolio.id.toLowerCase() === normalized || portfolio.name.toLowerCase() === normalized
+  );
+  const matchedWatchlist = config.watchlists.find((watchlist) =>
+    watchlist.id.toLowerCase() === normalized || watchlist.name.toLowerCase() === normalized
+  );
+
+  if (!matchedPortfolio && !matchedWatchlist) {
+    closeAndFail(
+      persistence,
+      `Collection "${name}" was not found.`,
+      `Available: ${[...config.portfolios.map((portfolio) => portfolio.name), ...config.watchlists.map((watchlist) => watchlist.name)].join(", ")}`,
+    );
+  }
+
+  const isPortfolio = !!matchedPortfolio;
+  const id = matchedPortfolio?.id ?? matchedWatchlist!.id;
+  const displayName = matchedPortfolio?.name ?? matchedWatchlist!.name;
+  const currency = matchedPortfolio?.currency ?? baseCurrency;
+  const filtered = tickers.filter((ticker) =>
+    isPortfolio ? ticker.metadata.portfolios.includes(id) : ticker.metadata.watchlists.includes(id)
+  );
+
+  if (filtered.length === 0) {
+    console.log(cliStyles.bold(displayName));
+    console.log(cliStyles.muted("No tickers in this collection."));
+    persistence.close();
+    return;
+  }
+
+  const quotes = new Map<string, Awaited<ReturnType<typeof dataProvider.getQuote>>>();
+  await Promise.all(
+    filtered.map(async (ticker) => {
+      try {
+        const quote = await dataProvider.getQuote(ticker.metadata.ticker, ticker.metadata.exchange);
+        quotes.set(ticker.metadata.ticker, quote);
+      } catch {
+        // Ignore partial quote failures so the rest of the table still renders.
+      }
+    }),
+  );
+
+  console.log(cliStyles.bold(displayName + (isPortfolio ? ` (${currency})` : "")));
+  console.log(cliStyles.muted(`${filtered.length} ticker${filtered.length === 1 ? "" : "s"}`));
+  console.log("");
+
+  if (isPortfolio) {
+    let totalPnl = 0;
+    const rows: string[][] = [];
+
+    for (const ticker of filtered) {
+      const quote = quotes.get(ticker.metadata.ticker);
+      const positions = ticker.metadata.positions.filter((position) => position.portfolio === id);
+      const priceText = quote ? colorBySign(formatCurrency(quote.price, quote.currency), quote.change) : "—";
+      const changeText = quote ? colorBySign(formatSignedPercentRaw(quote.changePercent), quote.change) : "—";
+
+      if (positions.length === 0) {
+        rows.push([ticker.metadata.ticker, priceText, changeText, "—", "—", "—"]);
+        continue;
+      }
+
+      for (const position of positions) {
+        const multiplier = position.multiplier ?? 1;
+        const quoteCurrency = quote?.currency ?? ticker.metadata.currency ?? baseCurrency;
+        const positionCurrency = position.currency ?? quoteCurrency;
+        const currentValueBase = quote
+          ? await toBase(Math.abs(position.shares) * quote.price * multiplier, quoteCurrency)
+          : null;
+        const costBasisBase = await toBase(position.shares * position.avgCost * multiplier, positionCurrency);
+        const pnl = currentValueBase != null ? currentValueBase - costBasisBase : null;
+        if (pnl != null) totalPnl += pnl;
+
+        rows.push([
+          ticker.metadata.ticker,
+          priceText,
+          changeText,
+          String(position.shares),
+          formatCurrency(position.avgCost, positionCurrency),
+          pnl == null ? "—" : colorBySign(formatSignedCurrency(pnl, baseCurrency), pnl),
+        ]);
+      }
+    }
+
+    console.log(renderTable(
+      [
+        { header: "Ticker" },
+        { header: "Last", align: "right" },
+        { header: "Chg", align: "right" },
+        { header: "Shares", align: "right" },
+        { header: "Avg Cost", align: "right" },
+        { header: "P&L", align: "right" },
+      ],
+      rows,
+    ));
+    console.log("");
+    console.log(renderStat("Total P&L", colorBySign(formatSignedCurrency(totalPnl, baseCurrency), totalPnl)));
+  } else {
+    const rows: string[][] = [];
+    for (const ticker of filtered) {
+      const quote = quotes.get(ticker.metadata.ticker);
+      const priceText = quote ? colorBySign(formatCurrency(quote.price, quote.currency), quote.change) : "—";
+      const changeText = quote ? colorBySign(formatSignedPercentRaw(quote.changePercent), quote.change) : "—";
+      const marketCapText = quote?.marketCap != null
+        ? `${formatCompact(await toBase(quote.marketCap, quote.currency || ticker.metadata.currency || baseCurrency))} ${baseCurrency}`
+        : "—";
+
+      rows.push([
+        ticker.metadata.ticker,
+        exchangeShortName(quote?.exchangeName, quote?.fullExchangeName) || ticker.metadata.exchange || "—",
+        priceText,
+        changeText,
+        marketCapText,
+      ]);
+    }
+
+    console.log(renderTable(
+      [
+        { header: "Ticker" },
+        { header: "Exchange" },
+        { header: "Last", align: "right" },
+        { header: "Chg", align: "right" },
+        { header: "Mkt Cap", align: "right" },
+      ],
+      rows,
+    ));
+  }
+
+  persistence.close();
+}
+
+export async function portfolio(name?: string) {
+  if (!name) {
+    const { config, store, persistence } = await initConfigData();
+    const tickers = await store.loadAllTickers();
+    console.log(renderCollectionOverview(config, tickers));
+    persistence.close();
+    return;
+  }
+
+  await showCollection(name);
+}

package/src/cli/commands/search.ts

@@ -0,0 +1,120 @@
+import {
+  cliStyles,
+  renderSection,
+  renderTable,
+} from "../../utils/cli-output";
+import type { DataProvider } from "../../types/data-provider";
+import type { TickerRecord } from "../../types/ticker";
+import {
+  searchTickerCandidates,
+  type TickerSearchCandidate,
+} from "../../utils/ticker-search";
+import { initMarketData } from "../context";
+import { fail } from "../errors";
+
+export async function searchCandidatesForCli({
+  query,
+  tickers,
+  dataProvider,
+  totalLimit = 10,
+  localLimit = 6,
+}: {
+  query: string;
+  tickers: TickerRecord[];
+  dataProvider: DataProvider;
+  totalLimit?: number;
+  localLimit?: number;
+}): Promise<TickerSearchCandidate[]> {
+  const trimmedQuery = query.trim();
+  if (!trimmedQuery) return [];
+
+  const localTickerMap = new Map(
+    tickers.map((ticker) => [ticker.metadata.ticker.toUpperCase(), ticker] as const),
+  );
+  try {
+    return await searchTickerCandidates({
+      query: trimmedQuery,
+      tickers: localTickerMap,
+      dataProvider,
+      localLimit,
+      totalLimit,
+    });
+  } catch {
+    return [];
+  }
+}
+
+function resolveSearchName(candidate: TickerSearchCandidate): string {
+  return candidate.detail.split(" | ")[0] || candidate.detail || "—";
+}
+
+export function buildSearchReport({
+  query,
+  candidates,
+}: {
+  query: string;
+  candidates: TickerSearchCandidate[];
+}): string {
+  const lines = [renderSection(`Search: ${query}`)];
+
+  if (candidates.length === 0) {
+    lines.push(cliStyles.muted("No matches found."));
+    return lines.join("\n");
+  }
+
+  const categories = Array.from(new Set(candidates.map((candidate) => candidate.category)));
+  for (const category of categories) {
+    const categoryRows = candidates.filter((candidate) => candidate.category === category);
+    lines.push("");
+    lines.push(renderSection(category));
+    lines.push(renderTable(
+      [
+        { header: "Symbol" },
+        { header: "Name" },
+        { header: "Exchange" },
+        { header: "Type" },
+        { header: "Source" },
+      ],
+      categoryRows.map((candidate) => [
+        candidate.label,
+        resolveSearchName(candidate),
+        candidate.result?.exchange
+          || candidate.result?.primaryExchange
+          || candidate.ticker?.metadata.exchange
+          || candidate.right
+          || "—",
+        candidate.result?.type
+          || candidate.result?.brokerContract?.secType
+          || candidate.ticker?.metadata.assetCategory
+          || "—",
+        candidate.kind === "ticker"
+          ? "Saved"
+          : candidate.result?.brokerLabel || candidate.result?.providerId || "Provider",
+      ]),
+    ));
+  }
+
+  return lines.join("\n");
+}
+
+export async function search(query: string) {
+  const trimmedQuery = query.trim();
+  if (!trimmedQuery) {
+    fail("Usage: gloomberb search <query>");
+  }
+
+  const { store, dataProvider, persistence } = await initMarketData();
+  const tickers = await store.loadAllTickers();
+  const candidates = await searchCandidatesForCli({
+    query: trimmedQuery,
+    tickers,
+    dataProvider,
+  });
+
+  console.log(buildSearchReport({
+    query: trimmedQuery,
+    candidates,
+  }));
+
+  persistence.close();
+}