gloomberb 0.2.0 → 0.3.1

package/src/plugins/builtin/ticker-detail.test.tsx

@@ -0,0 +1,578 @@
+import { afterEach, describe, expect, test } from "bun:test";
+import { act, useReducer, type ReactElement } from "react";
+import { testRender } from "@opentui/react/test-utils";
+import type { ScrollBoxRenderable } from "@opentui/core";
+import {
+  AppContext,
+  appReducer,
+  createInitialState,
+  PaneInstanceProvider,
+  type AppAction,
+} from "../../state/app-context";
+import { MarketDataCoordinator, setSharedMarketDataCoordinator } from "../../market-data/coordinator";
+import { createTestDataProvider } from "../../test-support/data-provider";
+import {
+  cloneLayout,
+  createDefaultConfig,
+  type AppConfig,
+  type BrokerInstanceConfig,
+} from "../../types/config";
+import type { DataProvider } from "../../types/data-provider";
+import type { TickerFinancials } from "../../types/financials";
+import type { DetailTabDef } from "../../types/plugin";
+import type { TickerRecord } from "../../types/ticker";
+import type { PluginRegistry } from "../registry";
+import { setSharedRegistryForTests } from "../registry";
+import { resetOptionsAvailabilityCache } from "./options-availability";
+import { FinancialsTab, tickerDetailPlugin } from "./ticker-detail";
+import { isUsEquityTicker } from "../../utils/sec";
+
+const TEST_PANE_ID = "ticker-detail:test";
+
+let testSetup: Awaited<ReturnType<typeof testRender>> | undefined;
+let harnessDispatch: React.Dispatch<AppAction> | null = null;
+let sharedCoordinator: MarketDataCoordinator | null = null;
+
+const DetailPane = tickerDetailPlugin.panes![0]!.component as (props: {
+  paneId: string;
+  paneType: string;
+  focused: boolean;
+  width: number;
+  height: number;
+}) => ReactElement;
+
+function makeTicker(
+  symbol: string,
+  name = symbol,
+  overrides: Partial<TickerRecord["metadata"]> = {},
+): TickerRecord {
+  return {
+    metadata: {
+      ticker: symbol,
+      exchange: "NASDAQ",
+      currency: "USD",
+      name,
+      portfolios: [],
+      watchlists: [],
+      positions: [],
+      custom: {},
+      tags: [],
+      ...overrides,
+    },
+  };
+}
+
+function makeFinancials(overrides: Partial<TickerFinancials> = {}): TickerFinancials {
+  return {
+    annualStatements: [],
+    quarterlyStatements: [],
+    priceHistory: [],
+    ...overrides,
+  };
+}
+
+function createFinancialsTabHarness() {
+  const config = createDefaultConfig("/tmp/gloomberb-test");
+  config.layout.instances = config.layout.instances.map((instance) => (
+    instance.instanceId === "ticker-detail:main"
+      ? { ...instance, binding: { kind: "fixed" as const, symbol: "2337" } }
+      : instance
+  ));
+
+  const state = createInitialState(config);
+  const ticker = makeTicker("2337", "Mock Co");
+  const financials: TickerFinancials = {
+    annualStatements: [
+      { date: "2021-12-31" },
+      { date: "2022-12-31", totalRevenue: 43.49e9, operatingIncome: 9.37e9, eps: 4.68 },
+      { date: "2023-12-31", totalRevenue: 27.62e9, operatingIncome: -2.4e9, eps: -0.92 },
+      { date: "2024-12-31", totalRevenue: 25.88e9, operatingIncome: -3.92e9, eps: -1.73 },
+      { date: "2025-12-31", totalRevenue: 28.88e9, operatingIncome: -3.7e9, eps: -1.77 },
+    ],
+    quarterlyStatements: [
+      { date: "2025-03-31", totalRevenue: 6e9, operatingIncome: -1e9, eps: -0.4 },
+      { date: "2025-06-30", totalRevenue: 6.5e9, operatingIncome: -1.1e9, eps: -0.42 },
+      { date: "2025-09-30", totalRevenue: 7e9, operatingIncome: -1.2e9, eps: -0.45 },
+      { date: "2025-12-31", totalRevenue: 7.08e9, operatingIncome: -1.01e9, eps: -0.5 },
+    ],
+    priceHistory: [],
+  };
+
+  state.tickers = new Map([["2337", ticker]]);
+  state.financials = new Map([["2337", financials]]);
+
+  return (
+    <AppContext value={{ state, dispatch: () => {} }}>
+      <PaneInstanceProvider paneId="ticker-detail:main">
+        <FinancialsTab
+          focused
+          headerScrollId="financials-header-scroll"
+          bodyScrollId="financials-body-scroll"
+        />
+      </PaneInstanceProvider>
+    </AppContext>
+  );
+}
+
+function createProvider(hasOptions: boolean): DataProvider {
+  return createTestDataProvider({
+    getExchangeRate: async (currency) => (currency === "EUR" ? 1.1 : 1),
+    getOptionsChain: async (ticker) => ({
+      underlyingSymbol: ticker,
+      expirationDates: hasOptions ? [1_717_113_600] : [],
+      calls: [],
+      puts: [],
+    }),
+  });
+}
+
+function setOptionsProvider(provider: DataProvider | undefined): void {
+  sharedCoordinator = provider ? new MarketDataCoordinator(provider) : null;
+  setSharedMarketDataCoordinator(sharedCoordinator);
+}
+
+function makeRegistry(): PluginRegistry {
+  const stubTab = (_props: { width: number; height: number; focused: boolean; onCapture: (capturing: boolean) => void }) => (
+    <text>stub</text>
+  );
+  const detailTabs = new Map<string, DetailTabDef>([
+    ["ibkr-trade", { id: "ibkr-trade", name: "Trade", order: 25, component: stubTab }],
+    ["options", { id: "options", name: "Options", order: 35, component: stubTab }],
+    ["sec", { id: "sec", name: "SEC", order: 45, component: stubTab, isVisible: ({ ticker }) => isUsEquityTicker(ticker) }],
+    ["ai-chat", { id: "ai-chat", name: "Ask AI", order: 60, component: stubTab }],
+  ]);
+  return { detailTabs } as unknown as PluginRegistry;
+}
+
+function createGatewayInstance(id = "ibkr-paper"): BrokerInstanceConfig {
+  return {
+    id,
+    brokerType: "ibkr",
+    label: "Paper",
+    connectionMode: "gateway",
+    config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } },
+    enabled: true,
+  };
+}
+
+function createDetailConfig(symbol: string, brokerInstances: BrokerInstanceConfig[] = []): AppConfig {
+  const config = createDefaultConfig("/tmp/gloomberb-test");
+  const layout = {
+    dockRoot: { kind: "pane" as const, instanceId: TEST_PANE_ID },
+    instances: [{
+      instanceId: TEST_PANE_ID,
+      paneId: "ticker-detail",
+      binding: { kind: "fixed" as const, symbol },
+    }],
+    floating: [],
+  };
+
+  return {
+    ...config,
+    brokerInstances,
+    layout,
+    layouts: [{ name: "Default", layout: cloneLayout(layout) }],
+  };
+}
+
+function createDetailState(
+  config: AppConfig,
+  ticker: TickerRecord,
+  financials: TickerFinancials | null,
+  activeTabId = "overview",
+  exchangeRates?: Map<string, number>,
+) {
+  const state = createInitialState(config);
+  state.focusedPaneId = TEST_PANE_ID;
+  state.tickers = new Map([[ticker.metadata.ticker, ticker]]);
+  state.financials = financials ? new Map([[ticker.metadata.ticker, financials]]) : new Map();
+  state.paneState[TEST_PANE_ID] = { activeTabId };
+  if (exchangeRates) {
+    state.exchangeRates = exchangeRates;
+  }
+  return state;
+}
+
+function DetailHarness({
+  config,
+  ticker,
+  financials,
+  activeTabId = "overview",
+  exchangeRates,
+  width = 90,
+  height = 24,
+}: {
+  config: AppConfig;
+  ticker: TickerRecord;
+  financials: TickerFinancials | null;
+  activeTabId?: string;
+  exchangeRates?: Map<string, number>;
+  width?: number;
+  height?: number;
+}) {
+  const initialState = createDetailState(config, ticker, financials, activeTabId, exchangeRates);
+  const [state, dispatch] = useReducer(appReducer, initialState);
+  harnessDispatch = dispatch;
+
+  return (
+    <AppContext value={{ state, dispatch }}>
+      <PaneInstanceProvider paneId={TEST_PANE_ID}>
+        <text>{`active:${state.paneState[TEST_PANE_ID]?.activeTabId ?? ""}`}</text>
+        <DetailPane
+          paneId={TEST_PANE_ID}
+          paneType="ticker-detail"
+          focused
+          width={width}
+          height={height}
+        />
+      </PaneInstanceProvider>
+    </AppContext>
+  );
+}
+
+async function flushFrame() {
+  await act(async () => {
+    await testSetup!.renderOnce();
+  });
+}
+
+function getFinancialsScroll(id: string): ScrollBoxRenderable {
+  const renderable = testSetup!.renderer.root.findDescendantById(id) as ScrollBoxRenderable | undefined;
+  expect(renderable).toBeDefined();
+  return renderable!;
+}
+
+afterEach(() => {
+  if (testSetup) {
+    testSetup.renderer.destroy();
+    testSetup = undefined;
+  }
+  harnessDispatch = null;
+  resetOptionsAvailabilityCache();
+  setSharedRegistryForTests(undefined);
+  setOptionsProvider(undefined);
+});
+
+describe("FinancialsTab", () => {
+  test("keeps negative-value rows aligned with the annual columns", async () => {
+    testSetup = await testRender(createFinancialsTabHarness(), {
+      width: 140,
+      height: 20,
+    });
+
+    await testSetup.renderOnce();
+
+    const frame = testSetup.captureCharFrame();
+    const revenueLine = frame.split("\n").find((line) => line.includes("Revenue (B)"));
+    const operatingIncomeLine = frame.split("\n").find((line) => line.includes("Operating Inc (B)"));
+
+    expect(revenueLine).toBeDefined();
+    expect(operatingIncomeLine).toBeDefined();
+
+    expect(operatingIncomeLine!.indexOf("-4.31")).toBe(revenueLine!.indexOf("26.58"));
+    expect(operatingIncomeLine!.indexOf("-3.70")).toBe(revenueLine!.indexOf("28.88"));
+    expect(operatingIncomeLine!.indexOf("-3.92")).toBe(revenueLine!.indexOf("25.88"));
+    expect(operatingIncomeLine!.indexOf("-2.40")).toBe(revenueLine!.indexOf("27.62"));
+    expect(operatingIncomeLine!.indexOf("—")).toBe(revenueLine!.lastIndexOf("—"));
+  });
+
+  test("centers the annual headers over the value columns", async () => {
+    testSetup = await testRender(createFinancialsTabHarness(), {
+      width: 140,
+      height: 20,
+    });
+
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    const headerLine = frame.split("\n").find((line) => line.includes("2025-12"));
+    const revenueLine = frame.split("\n").find((line) => line.includes("Revenue (B)"));
+
+    expect(headerLine).toBeDefined();
+    expect(revenueLine).toBeDefined();
+
+    expect(headerLine!.indexOf("2025-12")).toBe(revenueLine!.indexOf("28.88") - 1);
+    expect(headerLine!.indexOf("2024-12")).toBe(revenueLine!.indexOf("25.88") - 1);
+    expect(headerLine!.indexOf("2023-12")).toBe(revenueLine!.indexOf("27.62") - 1);
+  });
+
+  test("allows the financial statements table to scroll horizontally", async () => {
+    testSetup = await testRender(createFinancialsTabHarness(), {
+      width: 56,
+      height: 18,
+    });
+
+    await flushFrame();
+
+    let frame = testSetup.captureCharFrame();
+    expect(frame).toContain("TTM");
+    expect(frame).not.toContain("2021-12");
+    expect(frame).not.toContain("43.49");
+
+    const headerScroll = getFinancialsScroll("financials-header-scroll");
+    const bodyScroll = getFinancialsScroll("financials-body-scroll");
+    expect(bodyScroll.scrollWidth).toBeGreaterThan(bodyScroll.viewport.width);
+
+    await act(async () => {
+      bodyScroll.scrollTo({ x: bodyScroll.scrollWidth, y: 0 });
+      headerScroll.scrollTo({ x: bodyScroll.scrollLeft, y: 0 });
+      await Promise.resolve();
+    });
+
+    await flushFrame();
+    await flushFrame();
+
+    frame = testSetup.captureCharFrame();
+    expect(frame).toContain("2021-12");
+    expect(frame).toContain("43.49");
+  });
+
+  test("hides the vertical scrollbar when the statements fit in view", async () => {
+    testSetup = await testRender(createFinancialsTabHarness(), {
+      width: 140,
+      height: 24,
+    });
+
+    await flushFrame();
+    await flushFrame();
+
+    const bodyScroll = getFinancialsScroll("financials-body-scroll");
+    expect(bodyScroll.scrollHeight).toBeLessThanOrEqual(bodyScroll.viewport.height);
+    expect(bodyScroll.verticalScrollBar.visible).toBe(false);
+  });
+});
+
+describe("TickerDetailPane", () => {
+  test("defaults new detail panes to floating", () => {
+    const paneDef = tickerDetailPlugin.panes?.find((entry) => entry.id === "ticker-detail");
+
+    expect(paneDef?.defaultMode).toBe("floating");
+  });
+
+  test("shows only applicable tabs when no gateway, statements, or options are available", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("AAPL")}
+        ticker={makeTicker("AAPL")}
+        financials={null}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("Overview");
+    expect(frame).toContain("Chart");
+    expect(frame).toContain("Ask AI");
+    expect(frame).not.toContain("Financials");
+    expect(frame).not.toContain("Trade");
+    expect(frame).not.toContain("Options");
+  });
+
+  test("shows Financials when statement data exists", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("AAPL")}
+        ticker={makeTicker("AAPL")}
+        financials={makeFinancials({
+          annualStatements: [{ date: "2024-12-31", totalRevenue: 1_000 }],
+        })}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("Financials");
+  });
+
+  test("shows Trade when an IBKR gateway profile exists", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("AAPL", [createGatewayInstance()])}
+        ticker={makeTicker("AAPL")}
+        financials={null}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("Trade");
+  });
+
+  test("shows Options after the preflight confirms a chain exists", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(true));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("AAPL")}
+        ticker={makeTicker("AAPL")}
+        financials={null}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("Options");
+  });
+
+  test("shows SEC for US equities", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("AAPL")}
+        ticker={makeTicker("AAPL")}
+        financials={null}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("SEC");
+  });
+
+  test("hides SEC for non-US equities", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("0700")}
+        ticker={makeTicker("0700", "Tencent", {
+          exchange: "HKEX",
+          currency: "HKD",
+          assetCategory: "STK",
+        })}
+        financials={null}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    const frame = testSetup.captureCharFrame();
+    expect(frame).not.toContain("SEC");
+  });
+
+  test("renders the company description in Overview when profile data is available", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("AAPL")}
+        ticker={makeTicker("AAPL")}
+        financials={makeFinancials({
+          profile: {
+            description: "Builds widgets for industrial customers.",
+          },
+        })}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("Description");
+    expect(frame).toContain("Builds widgets for industrial customers.");
+  });
+
+  test("keeps quote prices native while converting market cap and position totals to base currency", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("SAP")}
+        ticker={makeTicker("SAP", "SAP SE", {
+          exchange: "XETRA",
+          currency: "EUR",
+          positions: [{
+            portfolio: "main",
+            shares: 10,
+            avgCost: 100,
+            currency: "EUR",
+            broker: "manual",
+            markPrice: 125,
+            marketValue: 1250,
+            unrealizedPnl: 250,
+          }],
+        })}
+        financials={makeFinancials({
+          quote: {
+            symbol: "SAP",
+            price: 125,
+            currency: "EUR",
+            change: 5,
+            changePercent: 4.17,
+            marketCap: 2_000_000_000,
+            previousClose: 120,
+            name: "SAP SE",
+            lastUpdated: Date.now(),
+            marketState: "REGULAR",
+          },
+        })}
+        exchangeRates={new Map([["USD", 1], ["EUR", 1.1]])}
+        height={32}
+      />,
+      { width: 90, height: 32 },
+    );
+
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("€125.00");
+    expect(frame).toContain("2.2B USD");
+    expect(frame).toContain("@ €100.00");
+    expect(frame).toContain("= $1,100.00");
+    expect(frame).toContain("P&L: +$275.00");
+    expect(frame).toContain("Mark: €125.00");
+    expect(frame).toContain("Mkt Value: $1,375.00");
+  });
+
+  test("falls back to Overview when a hidden active tab becomes unavailable", async () => {
+    const gatewayConfig = createDetailConfig("AAPL", [createGatewayInstance()]);
+    const noGatewayConfig = createDetailConfig("AAPL");
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={gatewayConfig}
+        ticker={makeTicker("AAPL")}
+        financials={null}
+        activeTabId="ibkr-trade"
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    await act(async () => {
+      harnessDispatch!({ type: "SET_CONFIG", config: noGatewayConfig });
+      await Promise.resolve();
+    });
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("active:overview");
+    expect(frame).not.toContain("Trade");
+  });
+});

package/src/plugins/builtin/yahoo.ts

@@ -0,0 +1,18 @@
+import type { GloomPlugin } from "../../types/plugin";
+import { YahooFinanceClient } from "../../sources/yahoo-finance";
+
+class YahooPluginProvider extends YahooFinanceClient {
+  readonly priority = 1000;
+}
+
+export function createYahooProvider() {
+  return new YahooPluginProvider();
+}
+
+export const yahooPlugin: GloomPlugin = {
+  id: "yahoo",
+  name: "Yahoo Fallback",
+  version: "1.0.0",
+  description: "Built-in delayed fallback for quotes, fundamentals, charts, and unsupported cloud data.",
+  dataProvider: createYahooProvider(),
+};

package/src/plugins/event-bus.ts

@@ -0,0 +1,37 @@
+import type { TickerRecord } from "../types/ticker";
+import type { TickerFinancials } from "../types/financials";
+import type { AppConfig } from "../types/config";
+import { debugLog } from "../utils/debug-log";
+
+const busLog = debugLog.createLogger("event-bus");
+
+/** All events plugins can subscribe to or emit */
+export interface PluginEvents {
+  "ticker:selected": { symbol: string | null; previous: string | null };
+  "ticker:refreshed": { symbol: string; financials: TickerFinancials };
+  "ticker:added": { symbol: string; ticker: TickerRecord };
+  "ticker:removed": { symbol: string };
+  "config:changed": { config: AppConfig };
+  "plugin:registered": { pluginId: string };
+  "plugin:unregistered": { pluginId: string };
+}
+
+type EventHandler<T> = (payload: T) => void;
+
+export class EventBus {
+  private listeners = new Map<string, Set<EventHandler<any>>>();
+
+  on<K extends keyof PluginEvents>(event: K, handler: EventHandler<PluginEvents[K]>): () => void {
+    if (!this.listeners.has(event)) this.listeners.set(event, new Set());
+    this.listeners.get(event)!.add(handler);
+    return () => { this.listeners.get(event)?.delete(handler); };
+  }
+
+  emit<K extends keyof PluginEvents>(event: K, payload: PluginEvents[K]): void {
+    for (const handler of this.listeners.get(event) ?? []) {
+      try { handler(payload); } catch (err) {
+        busLog.error(`Handler error on ${String(event)}: ${err}`);
+      }
+    }
+  }
+}

package/src/plugins/ibkr/__snapshots__/trade-tab.test.tsx.snap

@@ -0,0 +1,35 @@
+// Bun Snapshot v1, https://bun.sh/docs/test/snapshots
+
+exports[`renders the compact trade tab layout 1`] = `
+" Trade AMD · Advanced Micro Devices, Inc.                                               
+ $199.80  -3.97 · Bid 199.70 · Ask 199.90 · Spd 0.20                                    
+                                                                                        
+  Broker           Account     Net Liq                                                  
+   Paper Gateway    DU123456    —                                                       
+                                                                                        
+                                                                                        
+  Next Submit order   Ticket Standby   Refresh  r                                       
+                                                                                        
+  Refreshed Paper.                                                                      
+                                                                                        
+ ╭────────────────────────────────────────────────────────────────────────────────────╮ 
+ │ Ticket                                                         Click field / Enter │ 
+ │ Click a field or press Enter to edit. Shortcuts are shown inline.                  │ 
+ │                                                                                    │ 
+ │  Profile Paper              Ticker AMD STK             Account DU123456            │ 
+ │                                                                                    │ 
+ │  Side [b/v] BUY      Type [t] MKT        Qty [q] 1           TIF DAY               │ 
+ │                                                                                    │ 
+ │ Advanced Micro Devices, Inc.                                                       │ 
+ ╰────────────────────────────────────────────────────────────────────────────────────╯ 
+                                                                                        
+ ╭────────────────────────────────────────────────────────────────────────────────────╮ 
+ │ Preview                                                              Preview ready │ 
+ │ What-if: init 12.4k → 13.2k · commission $1.25                                     │ 
+ │  Fee $1.25                              Init 12.4k → 13.2k                         │ 
+ │  Maint 10.1k → 10.7k                    Equity 58.4k → 57.1k                       │ 
+ │  Preview  p  Submit Order  Enter                                                   │ 
+ ╰────────────────────────────────────────────────────────────────────────────────────╯ 
+                                                                                        
+"
+`;