gloomberb 0.2.0 → 0.3.1

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.
Files changed (310) hide show
  1. package/README.md +20 -19
  2. package/bin/gloomberb +3 -0
  3. package/package.json +5 -4
  4. package/patches/@opentui%2Fcore@0.1.90.patch +356 -0
  5. package/src/app.tsx +1330 -0
  6. package/src/brokers/sync-broker-instance.test.ts +100 -0
  7. package/src/brokers/sync-broker-instance.ts +341 -0
  8. package/src/cli/commands/plugins.ts +173 -0
  9. package/src/cli/commands/portfolio.ts +210 -0
  10. package/src/cli/commands/search.ts +120 -0
  11. package/src/cli/commands/ticker.ts +375 -0
  12. package/src/cli/commands/watchlist.ts +210 -0
  13. package/src/cli/context.ts +62 -0
  14. package/src/cli/errors.ts +13 -0
  15. package/src/cli/helpers.ts +85 -0
  16. package/src/cli/index.ts +143 -0
  17. package/src/cli/ticker-resolution.ts +39 -0
  18. package/src/cli/types.ts +15 -0
  19. package/src/cli.test.ts +361 -0
  20. package/src/components/chart/chart-data.ts +239 -0
  21. package/src/components/chart/chart-renderer.ts +1199 -0
  22. package/src/components/chart/chart-types.ts +82 -0
  23. package/src/components/chart/chart-viewport.ts +21 -0
  24. package/src/components/chart/chart.test.ts +439 -0
  25. package/src/components/chart/comparison-chart-data.test.ts +109 -0
  26. package/src/components/chart/comparison-chart-data.ts +316 -0
  27. package/src/components/chart/comparison-chart-renderer.test.ts +84 -0
  28. package/src/components/chart/comparison-chart-renderer.ts +354 -0
  29. package/src/components/chart/comparison-stock-chart.tsx +1486 -0
  30. package/src/components/chart/cursor-motion.ts +48 -0
  31. package/src/components/chart/native/chart-rasterizer.ts +732 -0
  32. package/src/components/chart/native/kitty-adapter.ts +12 -0
  33. package/src/components/chart/native/kitty-manager.ts +142 -0
  34. package/src/components/chart/native/kitty-protocol.ts +110 -0
  35. package/src/components/chart/native/kitty-support.ts +71 -0
  36. package/src/components/chart/native/kitty.test.ts +620 -0
  37. package/src/components/chart/native/renderer-selection.ts +24 -0
  38. package/src/components/chart/native/surface-manager.ts +225 -0
  39. package/src/components/chart/native/surface-sync.ts +34 -0
  40. package/src/components/chart/stock-chart-renderer-switch.test.tsx +165 -0
  41. package/src/components/chart/stock-chart.test.ts +107 -0
  42. package/src/components/chart/stock-chart.tsx +1556 -0
  43. package/src/components/command-bar/__snapshots__/command-bar.test.tsx.snap +137 -0
  44. package/src/components/command-bar/command-bar.test.tsx +1524 -0
  45. package/src/components/command-bar/command-bar.tsx +4823 -0
  46. package/src/components/command-bar/command-registry.ts +261 -0
  47. package/src/components/command-bar/helpers.test.ts +224 -0
  48. package/src/components/command-bar/helpers.ts +371 -0
  49. package/src/components/command-bar/root-shortcuts.ts +158 -0
  50. package/src/components/command-bar/view-model.test.ts +152 -0
  51. package/src/components/command-bar/view-model.ts +185 -0
  52. package/src/components/command-bar/workflow-ops.test.ts +70 -0
  53. package/src/components/command-bar/workflow-ops.ts +433 -0
  54. package/src/components/command-bar/workflow-types.ts +127 -0
  55. package/src/components/detail-feed-view.test.tsx +105 -0
  56. package/src/components/detail-feed-view.tsx +295 -0
  57. package/src/components/index.ts +32 -0
  58. package/src/components/layout/floating-pane.tsx +49 -0
  59. package/src/components/layout/header.tsx +129 -0
  60. package/src/components/layout/pane-header.tsx +44 -0
  61. package/src/components/layout/pane.tsx +49 -0
  62. package/src/components/layout/pixel-mouse-mode.test.ts +122 -0
  63. package/src/components/layout/pixel-mouse.test.ts +40 -0
  64. package/src/components/layout/shell.test.tsx +625 -0
  65. package/src/components/layout/shell.tsx +1200 -0
  66. package/src/components/layout/status-bar.test.tsx +173 -0
  67. package/src/components/layout/status-bar.tsx +138 -0
  68. package/src/components/markdown-editor.tsx +134 -0
  69. package/src/components/onboarding/onboarding-wizard.test.tsx +184 -0
  70. package/src/components/onboarding/onboarding-wizard.tsx +1365 -0
  71. package/src/components/pane-settings-dialog.tsx +468 -0
  72. package/src/components/pane-template-wizard.test.tsx +52 -0
  73. package/src/components/pane-template-wizard.tsx +199 -0
  74. package/src/components/price-selector-dialog.tsx +195 -0
  75. package/src/components/spinner.tsx +2 -0
  76. package/src/components/tab-bar.tsx +17 -0
  77. package/src/components/ticker-badge-text.test.tsx +160 -0
  78. package/src/components/ticker-badge-text.tsx +58 -0
  79. package/src/components/ticker-badge.tsx +88 -0
  80. package/src/components/ticker-list-table.tsx +188 -0
  81. package/src/components/toggle-list.tsx +74 -0
  82. package/src/components/ui/button.tsx +77 -0
  83. package/src/components/ui/data-table.tsx +210 -0
  84. package/src/components/ui/external-link.tsx +22 -0
  85. package/src/components/ui/fields.tsx +187 -0
  86. package/src/components/ui/frame.tsx +73 -0
  87. package/src/components/ui/index.ts +53 -0
  88. package/src/components/ui/list-view.tsx +166 -0
  89. package/src/components/ui/loading.tsx +70 -0
  90. package/src/components/ui/status.tsx +83 -0
  91. package/src/components/ui/tabs.tsx +47 -0
  92. package/src/components/ui/toggle.tsx +164 -0
  93. package/src/components/ui/ui.test.tsx +134 -0
  94. package/src/data/app-persistence.ts +25 -0
  95. package/src/data/config-store.test.ts +310 -0
  96. package/src/data/config-store.ts +469 -0
  97. package/src/data/plugin-state-store.ts +102 -0
  98. package/src/data/resource-store.ts +323 -0
  99. package/src/data/session-store.ts +52 -0
  100. package/src/data/sqlite-cache.test.ts +103 -0
  101. package/src/data/sqlite-database.ts +62 -0
  102. package/src/data/sqlite-json.ts +19 -0
  103. package/src/data/ticker-repository.ts +45 -0
  104. package/src/data/ticker-store.ts +46 -0
  105. package/src/index.tsx +67 -0
  106. package/src/market-data/coordinator.test.ts +369 -0
  107. package/src/market-data/coordinator.ts +580 -0
  108. package/src/market-data/hooks.tsx +234 -0
  109. package/src/market-data/query-store.ts +28 -0
  110. package/src/market-data/request-types.test.ts +64 -0
  111. package/src/market-data/request-types.ts +70 -0
  112. package/src/market-data/result-types.ts +56 -0
  113. package/src/market-data/selectors.ts +166 -0
  114. package/src/market-data/trace.ts +7 -0
  115. package/src/pane-settings.test.ts +71 -0
  116. package/src/pane-settings.ts +73 -0
  117. package/src/plugins/builtin/ai/ask-ai-detail-tab.tsx +338 -0
  118. package/src/plugins/builtin/ai/gloomberb-cli.ts +70 -0
  119. package/src/plugins/builtin/ai/index.test.tsx +139 -0
  120. package/src/plugins/builtin/ai/index.tsx +86 -0
  121. package/src/plugins/builtin/ai/providers.ts +99 -0
  122. package/src/plugins/builtin/ai/runner.ts +82 -0
  123. package/src/plugins/builtin/ai/screener-contract.test.ts +117 -0
  124. package/src/plugins/builtin/ai/screener-contract.ts +174 -0
  125. package/src/plugins/builtin/ai/screener-pane.test.tsx +365 -0
  126. package/src/plugins/builtin/ai/screener-pane.tsx +1161 -0
  127. package/src/plugins/builtin/ai/settings.ts +79 -0
  128. package/src/plugins/builtin/ai/ticker-context.ts +64 -0
  129. package/src/plugins/builtin/ai/utils.ts +71 -0
  130. package/src/plugins/builtin/ask-ai.test.tsx +258 -0
  131. package/src/plugins/builtin/ask-ai.tsx +9 -0
  132. package/src/plugins/builtin/chat-controller.test.ts +217 -0
  133. package/src/plugins/builtin/chat-controller.ts +340 -0
  134. package/src/plugins/builtin/chat.test.tsx +451 -0
  135. package/src/plugins/builtin/chat.tsx +620 -0
  136. package/src/plugins/builtin/comparison-chart.test.tsx +277 -0
  137. package/src/plugins/builtin/comparison-chart.tsx +169 -0
  138. package/src/plugins/builtin/data-providers.ts +16 -0
  139. package/src/plugins/builtin/debug.tsx +351 -0
  140. package/src/plugins/builtin/help.test.tsx +110 -0
  141. package/src/plugins/builtin/help.tsx +281 -0
  142. package/src/plugins/builtin/layout-manager.tsx +264 -0
  143. package/src/plugins/builtin/manual-entry.tsx +25 -0
  144. package/src/plugins/builtin/news.tsx +143 -0
  145. package/src/plugins/builtin/notes-files.ts +58 -0
  146. package/src/plugins/builtin/notes.tsx +396 -0
  147. package/src/plugins/builtin/options-availability.test.tsx +179 -0
  148. package/src/plugins/builtin/options-availability.ts +158 -0
  149. package/src/plugins/builtin/options.tsx +364 -0
  150. package/src/plugins/builtin/portfolio-list/header.tsx +227 -0
  151. package/src/plugins/builtin/portfolio-list/index.tsx +99 -0
  152. package/src/plugins/builtin/portfolio-list/metrics.ts +436 -0
  153. package/src/plugins/builtin/portfolio-list/pane.tsx +533 -0
  154. package/src/plugins/builtin/portfolio-list/settings.ts +280 -0
  155. package/src/plugins/builtin/portfolio-list/summary.tsx +270 -0
  156. package/src/plugins/builtin/portfolio-list/table.tsx +64 -0
  157. package/src/plugins/builtin/portfolio-list.test.ts +74 -0
  158. package/src/plugins/builtin/portfolio-list.test.tsx +1164 -0
  159. package/src/plugins/builtin/portfolio-metrics.test.ts +153 -0
  160. package/src/plugins/builtin/quote-monitor.test.tsx +114 -0
  161. package/src/plugins/builtin/sec.tsx +250 -0
  162. package/src/plugins/builtin/ticker-detail/chart-tab.tsx +43 -0
  163. package/src/plugins/builtin/ticker-detail/financials-tab.tsx +390 -0
  164. package/src/plugins/builtin/ticker-detail/index.tsx +80 -0
  165. package/src/plugins/builtin/ticker-detail/overview-tab.tsx +242 -0
  166. package/src/plugins/builtin/ticker-detail/pane.tsx +183 -0
  167. package/src/plugins/builtin/ticker-detail/quote-monitor.tsx +83 -0
  168. package/src/plugins/builtin/ticker-detail/settings.ts +132 -0
  169. package/src/plugins/builtin/ticker-detail-chart-tab-switch.test.tsx +193 -0
  170. package/src/plugins/builtin/ticker-detail.test.tsx +578 -0
  171. package/src/plugins/builtin/yahoo.ts +18 -0
  172. package/src/plugins/event-bus.ts +37 -0
  173. package/src/plugins/ibkr/__snapshots__/trade-tab.test.tsx.snap +35 -0
  174. package/src/plugins/ibkr/account-cache.test.ts +101 -0
  175. package/src/plugins/ibkr/account-cache.ts +137 -0
  176. package/src/plugins/ibkr/broker-adapter.ts +168 -0
  177. package/src/plugins/ibkr/config.test.ts +68 -0
  178. package/src/plugins/ibkr/config.ts +262 -0
  179. package/src/plugins/ibkr/dialogs.tsx +83 -0
  180. package/src/plugins/ibkr/flex.test.ts +107 -0
  181. package/src/plugins/ibkr/flex.ts +267 -0
  182. package/src/plugins/ibkr/fundamental-parser.ts +149 -0
  183. package/src/plugins/ibkr/gateway-helpers.ts +28 -0
  184. package/src/plugins/ibkr/gateway-selection.ts +51 -0
  185. package/src/plugins/ibkr/gateway-service.test.ts +450 -0
  186. package/src/plugins/ibkr/gateway-service.ts +2228 -0
  187. package/src/plugins/ibkr/index.test.tsx +183 -0
  188. package/src/plugins/ibkr/index.tsx +153 -0
  189. package/src/plugins/ibkr/instance-selection.test.ts +121 -0
  190. package/src/plugins/ibkr/instance-selection.ts +36 -0
  191. package/src/plugins/ibkr/price-normalization.test.ts +38 -0
  192. package/src/plugins/ibkr/price-normalization.ts +59 -0
  193. package/src/plugins/ibkr/trade-badge.tsx +27 -0
  194. package/src/plugins/ibkr/trade-tab.test.tsx +225 -0
  195. package/src/plugins/ibkr/trade-tab.tsx +1050 -0
  196. package/src/plugins/ibkr/trade-utils.test.ts +175 -0
  197. package/src/plugins/ibkr/trade-utils.ts +149 -0
  198. package/src/plugins/ibkr/trading-pane.tsx +438 -0
  199. package/src/plugins/ibkr/trading-state.test.ts +109 -0
  200. package/src/plugins/ibkr/trading-state.ts +339 -0
  201. package/src/plugins/loader.ts +71 -0
  202. package/src/plugins/pane-manager.test.ts +103 -0
  203. package/src/plugins/pane-manager.ts +974 -0
  204. package/src/plugins/plugin-persistence.ts +85 -0
  205. package/src/plugins/plugin-runtime.test.tsx +185 -0
  206. package/src/plugins/plugin-runtime.tsx +175 -0
  207. package/src/plugins/prediction-markets/cache.ts +114 -0
  208. package/src/plugins/prediction-markets/categories.ts +223 -0
  209. package/src/plugins/prediction-markets/chart.tsx +512 -0
  210. package/src/plugins/prediction-markets/columns.ts +133 -0
  211. package/src/plugins/prediction-markets/controller-data.ts +614 -0
  212. package/src/plugins/prediction-markets/controller.ts +725 -0
  213. package/src/plugins/prediction-markets/detail/book.tsx +118 -0
  214. package/src/plugins/prediction-markets/detail/outcomes.tsx +102 -0
  215. package/src/plugins/prediction-markets/detail/overview.tsx +73 -0
  216. package/src/plugins/prediction-markets/detail/pane.tsx +308 -0
  217. package/src/plugins/prediction-markets/detail/rules.tsx +16 -0
  218. package/src/plugins/prediction-markets/detail/shared.tsx +29 -0
  219. package/src/plugins/prediction-markets/detail/trades.tsx +30 -0
  220. package/src/plugins/prediction-markets/detail.test.tsx +47 -0
  221. package/src/plugins/prediction-markets/index.tsx +102 -0
  222. package/src/plugins/prediction-markets/keyboard.ts +64 -0
  223. package/src/plugins/prediction-markets/launch.test.ts +126 -0
  224. package/src/plugins/prediction-markets/launch.ts +240 -0
  225. package/src/plugins/prediction-markets/metrics.ts +311 -0
  226. package/src/plugins/prediction-markets/navigation.ts +90 -0
  227. package/src/plugins/prediction-markets/outcome-order.ts +19 -0
  228. package/src/plugins/prediction-markets/pane.test.tsx +425 -0
  229. package/src/plugins/prediction-markets/pane.tsx +294 -0
  230. package/src/plugins/prediction-markets/plugin.test.tsx +570 -0
  231. package/src/plugins/prediction-markets/rows.ts +229 -0
  232. package/src/plugins/prediction-markets/services/fetch.ts +97 -0
  233. package/src/plugins/prediction-markets/services/kalshi-adapter.ts +555 -0
  234. package/src/plugins/prediction-markets/services/polymarket-adapter.ts +660 -0
  235. package/src/plugins/prediction-markets/services/polymarket-ws.ts +108 -0
  236. package/src/plugins/prediction-markets/settings.ts +164 -0
  237. package/src/plugins/prediction-markets/status.ts +24 -0
  238. package/src/plugins/prediction-markets/table.tsx +84 -0
  239. package/src/plugins/prediction-markets/test-helpers.tsx +636 -0
  240. package/src/plugins/prediction-markets/types.ts +186 -0
  241. package/src/plugins/registry.ts +633 -0
  242. package/src/sources/exchange-rates.ts +18 -0
  243. package/src/sources/gloomberb-cloud.test.ts +199 -0
  244. package/src/sources/gloomberb-cloud.ts +326 -0
  245. package/src/sources/provider-errors.ts +19 -0
  246. package/src/sources/provider-router.test.ts +1476 -0
  247. package/src/sources/provider-router.ts +1405 -0
  248. package/src/sources/sec-edgar.test.ts +286 -0
  249. package/src/sources/sec-edgar.ts +526 -0
  250. package/src/sources/yahoo-finance.test.ts +14 -0
  251. package/src/sources/yahoo-finance.ts +1017 -0
  252. package/src/state/app-activity.test.ts +41 -0
  253. package/src/state/app-activity.ts +106 -0
  254. package/src/state/app-bootstrap.test.ts +471 -0
  255. package/src/state/app-bootstrap.ts +308 -0
  256. package/src/state/app-context.test.ts +406 -0
  257. package/src/state/app-context.test.tsx +132 -0
  258. package/src/state/app-context.tsx +969 -0
  259. package/src/state/selectors.ts +67 -0
  260. package/src/state/session-persistence.test.ts +128 -0
  261. package/src/state/session-persistence.ts +161 -0
  262. package/src/state/ticker-refresh-queue.test.ts +46 -0
  263. package/src/state/ticker-refresh-queue.ts +40 -0
  264. package/src/state/use-inline-tickers.ts +174 -0
  265. package/src/state/use-quote-streaming.test.ts +37 -0
  266. package/src/state/use-quote-streaming.test.tsx +70 -0
  267. package/src/state/use-quote-streaming.ts +80 -0
  268. package/src/state/use-session-snapshot.ts +84 -0
  269. package/src/test-support/data-provider.ts +22 -0
  270. package/src/theme/color-utils.ts +67 -0
  271. package/src/theme/colors.ts +128 -0
  272. package/src/theme/themes.test.ts +45 -0
  273. package/src/theme/themes.ts +491 -0
  274. package/src/types/broker.ts +105 -0
  275. package/src/types/config.ts +434 -0
  276. package/src/types/data-provider.ts +81 -0
  277. package/src/types/financials.ts +142 -0
  278. package/src/types/instrument.ts +29 -0
  279. package/src/types/persistence.ts +21 -0
  280. package/src/types/plugin.ts +354 -0
  281. package/src/types/ticker.ts +58 -0
  282. package/src/types/trading.ts +85 -0
  283. package/src/updater.test.ts +162 -0
  284. package/src/updater.ts +247 -0
  285. package/src/utils/api-client.ts +666 -0
  286. package/src/utils/ascii-chart.ts +172 -0
  287. package/src/utils/broker-instances.ts +47 -0
  288. package/src/utils/cli-output.ts +83 -0
  289. package/src/utils/currency-units.test.ts +49 -0
  290. package/src/utils/currency-units.ts +82 -0
  291. package/src/utils/debug-log.ts +133 -0
  292. package/src/utils/exchange-rate-map.ts +8 -0
  293. package/src/utils/format.ts +158 -0
  294. package/src/utils/fuzzy-search.ts +34 -0
  295. package/src/utils/market-status.ts +95 -0
  296. package/src/utils/options.ts +86 -0
  297. package/src/utils/price-history.ts +39 -0
  298. package/src/utils/quote-time.test.ts +22 -0
  299. package/src/utils/quote-time.ts +50 -0
  300. package/src/utils/sec.test.ts +55 -0
  301. package/src/utils/sec.ts +45 -0
  302. package/src/utils/ticker-list.test.ts +22 -0
  303. package/src/utils/ticker-list.ts +35 -0
  304. package/src/utils/ticker-metadata.ts +51 -0
  305. package/src/utils/ticker-search.test.ts +227 -0
  306. package/src/utils/ticker-search.ts +764 -0
  307. package/src/utils/ticker-tokenizer.test.ts +48 -0
  308. package/src/utils/ticker-tokenizer.ts +72 -0
  309. package/src/version.ts +1 -0
  310. package/install.mjs +0 -68
@@ -0,0 +1,183 @@
1
+ import { describe, expect, test } from "bun:test";
2
+ import { createDefaultConfig, type AppConfig, type BrokerInstanceConfig } from "../../types/config";
3
+ import type { CommandDef, GloomPluginContext, TickerAction } from "../../types/plugin";
4
+ import type { TickerRecord } from "../../types/ticker";
5
+ import { ibkrPlugin } from "./index";
6
+
7
+ function createTicker(symbol: string): TickerRecord {
8
+ return {
9
+ metadata: {
10
+ ticker: symbol,
11
+ exchange: "NASDAQ",
12
+ currency: "USD",
13
+ name: symbol,
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+ portfolios: [],
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+ watchlists: [],
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+ positions: [],
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+ custom: {},
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+ tags: [],
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+ },
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+ };
21
+ }
22
+
23
+ function createGatewayInstance(): BrokerInstanceConfig {
24
+ return {
25
+ id: "ibkr-paper",
26
+ brokerType: "ibkr",
27
+ label: "Paper",
28
+ connectionMode: "gateway",
29
+ config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } },
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+ enabled: true,
31
+ };
32
+ }
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+
34
+ function createFlexInstance(): BrokerInstanceConfig {
35
+ return {
36
+ id: "ibkr-flex",
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+ brokerType: "ibkr",
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+ label: "Flex",
39
+ connectionMode: "flex",
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+ config: { connectionMode: "flex", flex: { token: "token", queryId: "query" } },
41
+ enabled: true,
42
+ };
43
+ }
44
+
45
+ function createConfig(brokerInstances: BrokerInstanceConfig[] = []): AppConfig {
46
+ return {
47
+ ...createDefaultConfig("/tmp/gloomberb-test"),
48
+ brokerInstances,
49
+ };
50
+ }
51
+
52
+ function setupIbkrPlugin(config: AppConfig) {
53
+ const commands: CommandDef[] = [];
54
+ const tickerActions: TickerAction[] = [];
55
+ const toasts: string[] = [];
56
+ const switchedPanels: string[] = [];
57
+ const switchedTabs: string[] = [];
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+ const tickers = new Map<string, TickerRecord>([["AAPL", createTicker("AAPL")]]);
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+
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+ const ctx = {
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+ registerPane: () => {},
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+ registerPaneTemplate: () => {},
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+ registerCommand: (command: CommandDef) => { commands.push(command); },
64
+ registerColumn: () => {},
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+ registerBroker: () => {},
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+ registerDataProvider: () => {},
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+ registerDetailTab: () => {},
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+ registerShortcut: () => {},
69
+ registerTickerAction: (action: TickerAction) => { tickerActions.push(action); },
70
+ getData: () => null,
71
+ getTicker: (symbol: string) => tickers.get(symbol) ?? null,
72
+ getConfig: () => config,
73
+ persistence: {} as any,
74
+ storage: {} as any,
75
+ dataProvider: {} as any,
76
+ tickerRepository: {} as any,
77
+ log: {
78
+ info: () => {},
79
+ warn: () => {},
80
+ error: () => {},
81
+ debug: () => {},
82
+ },
83
+ resume: {
84
+ getState: () => null,
85
+ setState: () => {},
86
+ deleteState: () => {},
87
+ getPaneState: () => null,
88
+ setPaneState: () => {},
89
+ deletePaneState: () => {},
90
+ },
91
+ configState: {
92
+ get: () => null,
93
+ set: async () => {},
94
+ delete: async () => {},
95
+ keys: () => [],
96
+ },
97
+ createBrokerInstance: async () => { throw new Error("unused"); },
98
+ updateBrokerInstance: async () => {},
99
+ syncBrokerInstance: async () => {},
100
+ removeBrokerInstance: async () => {},
101
+ selectTicker: () => {},
102
+ switchPanel: (panel: "left" | "right") => { switchedPanels.push(panel); },
103
+ switchTab: (tabId: string) => { switchedTabs.push(tabId); },
104
+ openCommandBar: () => {},
105
+ showPane: () => {},
106
+ createPaneFromTemplate: () => {},
107
+ hidePane: () => {},
108
+ focusPane: () => {},
109
+ pinTicker: () => {},
110
+ on: () => () => {},
111
+ emit: () => {},
112
+ showWidget: () => {},
113
+ hideWidget: () => {},
114
+ showToast: (message: string) => { toasts.push(message); },
115
+ } satisfies GloomPluginContext;
116
+
117
+ void ibkrPlugin.setup?.(ctx);
118
+
119
+ return { commands, tickerActions, toasts, switchedPanels, switchedTabs, ticker: tickers.get("AAPL")! };
120
+ }
121
+
122
+ describe("IBKR trade entry points", () => {
123
+ test("registers an IBKR shortcut for the trading pane template", () => {
124
+ const template = ibkrPlugin.paneTemplates?.find((entry) => entry.id === "new-ibkr-trading-pane");
125
+
126
+ expect(template).toBeDefined();
127
+ expect(template?.shortcut?.prefix).toBe("IBKR");
128
+ expect(template?.canCreate?.({ config: createConfig() } as any)).toBe(false);
129
+ expect(template?.canCreate?.({ config: createConfig([createGatewayInstance()]) } as any)).toBe(true);
130
+ });
131
+
132
+ test("hides the Trade action when no IBKR gateway profile is configured", () => {
133
+ const { tickerActions, ticker } = setupIbkrPlugin(createConfig());
134
+ const tradeAction = tickerActions.find((action) => action.id === "ibkr-trade");
135
+
136
+ expect(tradeAction).toBeDefined();
137
+ expect(tradeAction?.filter?.(ticker)).toBe(false);
138
+ });
139
+
140
+ test("hides the Trade action and trading commands for flex-only setups", () => {
141
+ const { commands, tickerActions, ticker } = setupIbkrPlugin(createConfig([createFlexInstance()]));
142
+ const tradeAction = tickerActions.find((action) => action.id === "ibkr-trade");
143
+ const openTrading = commands.find((command) => command.id === "ibkr-open-trading");
144
+ const buySelected = commands.find((command) => command.id === "ibkr-buy-selected");
145
+ const sellSelected = commands.find((command) => command.id === "ibkr-sell-selected");
146
+
147
+ expect(tradeAction?.filter?.(ticker)).toBe(false);
148
+ expect(openTrading?.hidden?.()).toBe(true);
149
+ expect(buySelected?.hidden?.()).toBe(true);
150
+ expect(sellSelected?.hidden?.()).toBe(true);
151
+ });
152
+
153
+ test("allows the Trade action when a gateway profile exists", () => {
154
+ const { tickerActions, ticker } = setupIbkrPlugin(createConfig([createGatewayInstance()]));
155
+ const tradeAction = tickerActions.find((action) => action.id === "ibkr-trade");
156
+
157
+ expect(tradeAction?.filter?.(ticker)).toBe(true);
158
+ });
159
+
160
+ test("shows a clear message and does not navigate when Open Trading is executed without a gateway profile", async () => {
161
+ const { commands, switchedPanels, switchedTabs, toasts } = setupIbkrPlugin(createConfig());
162
+ const openTrading = commands.find((command) => command.id === "ibkr-open-trading");
163
+
164
+ expect(openTrading).toBeDefined();
165
+ await openTrading!.execute();
166
+
167
+ expect(toasts).toEqual(["Connect a Gateway / TWS IBKR profile first."]);
168
+ expect(switchedPanels).toHaveLength(0);
169
+ expect(switchedTabs).toHaveLength(0);
170
+ });
171
+
172
+ test("shows a clear message and does not navigate when the Trade action executes without a gateway profile", async () => {
173
+ const { tickerActions, ticker, switchedPanels, switchedTabs, toasts } = setupIbkrPlugin(createConfig());
174
+ const tradeAction = tickerActions.find((action) => action.id === "ibkr-trade");
175
+
176
+ expect(tradeAction).toBeDefined();
177
+ await tradeAction!.execute(ticker, null);
178
+
179
+ expect(toasts).toEqual(["Connect a Gateway / TWS IBKR profile first."]);
180
+ expect(switchedPanels).toHaveLength(0);
181
+ expect(switchedTabs).toHaveLength(0);
182
+ });
183
+ });
@@ -0,0 +1,153 @@
1
+ import type { GloomPlugin, GloomPluginContext } from "../../types/plugin";
2
+ import { ibkrBroker } from "./broker-adapter";
3
+ import { buildPersistedIbkrGatewayConfig } from "./config";
4
+ import { setResolvedIbkrGatewayListener } from "./gateway-service";
5
+ import {
6
+ getTradeTicketState,
7
+ getTradingPaneState,
8
+ prefillTradeFromTicker,
9
+ removeBrokerInstanceFromTradingState,
10
+ } from "./trading-state";
11
+ import { getConfiguredIbkrGatewayInstances } from "./instance-selection";
12
+ import { hasIbkrTradingProfiles } from "./trade-utils";
13
+ import { TradeTab } from "./trade-tab";
14
+ import { TradingPane } from "./trading-pane";
15
+
16
+ export { hasIbkrTradingProfiles } from "./trade-utils";
17
+ export { TradeTab } from "./trade-tab";
18
+
19
+ let lastSelectedTickerSymbol: string | null = null;
20
+
21
+ function ensureIbkrTradingProfile(ctx: GloomPluginContext): boolean {
22
+ if (hasIbkrTradingProfiles(ctx.getConfig())) return true;
23
+ ctx.showToast("Connect a Gateway / TWS IBKR profile first.", { type: "info" });
24
+ return false;
25
+ }
26
+
27
+ function openTradeForSymbol(
28
+ ctx: GloomPluginContext,
29
+ symbol: string,
30
+ action?: "BUY" | "SELL",
31
+ ) {
32
+ const ticker = ctx.getTicker(symbol);
33
+ if (!ticker) return;
34
+
35
+ if (action) {
36
+ prefillTradeFromTicker(ticker, action);
37
+ } else {
38
+ const current = getTradeTicketState(ticker.metadata.ticker, ticker);
39
+ prefillTradeFromTicker(ticker, current.draft.action || "BUY");
40
+ }
41
+
42
+ ctx.switchPanel("right");
43
+ ctx.switchTab("ibkr-trade");
44
+ }
45
+
46
+ export const ibkrPlugin: GloomPlugin = {
47
+ id: "ibkr",
48
+ name: "Interactive Brokers",
49
+ version: "1.0.0",
50
+ broker: ibkrBroker,
51
+ paneTemplates: [
52
+ {
53
+ id: "new-ibkr-trading-pane",
54
+ paneId: "ibkr-trading",
55
+ label: "New IBKR Trading Pane",
56
+ description: "Open another floating IBKR trading console",
57
+ keywords: ["new", "ibkr", "trading", "status", "orders", "pane"],
58
+ shortcut: { prefix: "IBKR" },
59
+ canCreate: (context) => getConfiguredIbkrGatewayInstances(context.config).length > 0,
60
+ createInstance: () => ({ placement: "floating" }),
61
+ },
62
+ ],
63
+
64
+ setup(ctx) {
65
+ ctx.log.info("IBKR plugin initializing");
66
+ setResolvedIbkrGatewayListener(async (instanceId, resolved) => {
67
+ if (!instanceId) return;
68
+ const instance = ctx.getConfig().brokerInstances.find((entry) => entry.id === instanceId);
69
+ if (!instance || instance.brokerType !== "ibkr") return;
70
+ const nextConfig = buildPersistedIbkrGatewayConfig(instance.config, resolved);
71
+ if (!nextConfig) return;
72
+ await ctx.updateBrokerInstance(instanceId, nextConfig);
73
+ });
74
+
75
+ ctx.registerPane({
76
+ id: "ibkr-trading",
77
+ name: "IBKR Console",
78
+ defaultPosition: "right",
79
+ defaultMode: "floating",
80
+ defaultFloatingSize: { width: 84, height: 20 },
81
+ component: TradingPane,
82
+ });
83
+
84
+ ctx.registerDetailTab({
85
+ id: "ibkr-trade",
86
+ name: "Trade",
87
+ order: 25,
88
+ component: TradeTab,
89
+ });
90
+
91
+ ctx.registerTickerAction({
92
+ id: "ibkr-trade",
93
+ label: "Trade",
94
+ keywords: ["trade", "buy", "sell", "ibkr"],
95
+ filter: () => hasIbkrTradingProfiles(ctx.getConfig()),
96
+ execute: async (ticker) => {
97
+ if (!ensureIbkrTradingProfile(ctx)) return;
98
+ openTradeForSymbol(ctx, ticker.metadata.ticker);
99
+ },
100
+ });
101
+
102
+ ctx.on("ticker:selected", ({ symbol }) => {
103
+ lastSelectedTickerSymbol = symbol;
104
+ });
105
+
106
+ ctx.on("config:changed", ({ config }) => {
107
+ const selectedInstanceId = getTradingPaneState().brokerInstanceId;
108
+ if (selectedInstanceId && !config.brokerInstances.some((instance) => instance.id === selectedInstanceId)) {
109
+ removeBrokerInstanceFromTradingState(selectedInstanceId);
110
+ }
111
+ });
112
+
113
+ ctx.registerCommand({
114
+ id: "ibkr-open-trading",
115
+ label: "Open Trading",
116
+ description: "Open the IBKR trade tab for the selected ticker",
117
+ keywords: ["ibkr", "trading", "orders", "trade", "ticker"],
118
+ category: "navigation",
119
+ hidden: () => !hasIbkrTradingProfiles(ctx.getConfig()),
120
+ execute: async () => {
121
+ if (!ensureIbkrTradingProfile(ctx)) return;
122
+ if (!lastSelectedTickerSymbol) return;
123
+ openTradeForSymbol(ctx, lastSelectedTickerSymbol);
124
+ },
125
+ });
126
+
127
+ ctx.registerCommand({
128
+ id: "ibkr-buy-selected",
129
+ label: "Buy Selected",
130
+ description: "Prefill the trading pane with a BUY ticket for the selected ticker",
131
+ keywords: ["buy", "trade", "order", "selected", "ibkr"],
132
+ category: "portfolio",
133
+ hidden: () => !hasIbkrTradingProfiles(ctx.getConfig()) || !lastSelectedTickerSymbol,
134
+ execute: async () => {
135
+ if (!ensureIbkrTradingProfile(ctx) || !lastSelectedTickerSymbol) return;
136
+ openTradeForSymbol(ctx, lastSelectedTickerSymbol, "BUY");
137
+ },
138
+ });
139
+
140
+ ctx.registerCommand({
141
+ id: "ibkr-sell-selected",
142
+ label: "Sell Selected",
143
+ description: "Prefill the trading pane with a SELL ticket for the selected ticker",
144
+ keywords: ["sell", "trade", "order", "selected", "ibkr"],
145
+ category: "portfolio",
146
+ hidden: () => !hasIbkrTradingProfiles(ctx.getConfig()) || !lastSelectedTickerSymbol,
147
+ execute: async () => {
148
+ if (!ensureIbkrTradingProfile(ctx) || !lastSelectedTickerSymbol) return;
149
+ openTradeForSymbol(ctx, lastSelectedTickerSymbol, "SELL");
150
+ },
151
+ });
152
+ },
153
+ };
@@ -0,0 +1,121 @@
1
+ import { describe, expect, test } from "bun:test";
2
+ import { cloneLayout, CURRENT_CONFIG_VERSION, DEFAULT_LAYOUT, type AppConfig, type BrokerInstanceConfig } from "../../types/config";
3
+ import { resolveIbkrTradingInstanceId, getLockedIbkrTradingInstanceId } from "./instance-selection";
4
+
5
+ function createIbkrInstance(
6
+ id: string,
7
+ label: string,
8
+ connectionMode: "flex" | "gateway",
9
+ config: Record<string, unknown>,
10
+ ): BrokerInstanceConfig {
11
+ return {
12
+ id,
13
+ brokerType: "ibkr",
14
+ label,
15
+ connectionMode,
16
+ config: { connectionMode, ...config },
17
+ enabled: true,
18
+ };
19
+ }
20
+
21
+ function createConfig(overrides: Partial<AppConfig> = {}): AppConfig {
22
+ return {
23
+ dataDir: "",
24
+ configVersion: CURRENT_CONFIG_VERSION,
25
+ baseCurrency: "USD",
26
+ refreshIntervalMinutes: 30,
27
+ portfolios: [],
28
+ watchlists: [],
29
+ columns: [],
30
+ layout: cloneLayout(DEFAULT_LAYOUT),
31
+ layouts: [{ name: "Default", layout: cloneLayout(DEFAULT_LAYOUT) }],
32
+ activeLayoutIndex: 0,
33
+ brokerInstances: [],
34
+ plugins: [],
35
+ disabledPlugins: [],
36
+ theme: "amber",
37
+ chartPreferences: {
38
+ defaultRenderMode: "area",
39
+ renderer: "auto",
40
+ },
41
+ recentTickers: [],
42
+ ...overrides,
43
+ };
44
+ }
45
+
46
+ describe("IBKR trading instance selection", () => {
47
+ test("returns no trading instance when only flex profiles exist", () => {
48
+ const config = createConfig({
49
+ brokerInstances: [
50
+ createIbkrInstance("ibkr-default", "IBKR", "flex", {
51
+ flex: { token: "token", queryId: "query" },
52
+ }),
53
+ ],
54
+ });
55
+
56
+ expect(resolveIbkrTradingInstanceId(config, "", "ibkr-default")).toBeUndefined();
57
+ });
58
+
59
+ test("prefers a gateway profile over a flex profile when both exist", () => {
60
+ const config = createConfig({
61
+ brokerInstances: [
62
+ createIbkrInstance("ibkr-default", "IBKR", "flex", {
63
+ flex: { token: "token", queryId: "query" },
64
+ }),
65
+ createIbkrInstance("ibkr-paper", "Paper", "gateway", {
66
+ gateway: { host: "127.0.0.1", port: 4002, clientId: 1 },
67
+ }),
68
+ ],
69
+ });
70
+
71
+ expect(resolveIbkrTradingInstanceId(config, "", "ibkr-default")).toBe("ibkr-paper");
72
+ });
73
+
74
+ test("does not lock trading to a flex-backed portfolio", () => {
75
+ const config = createConfig({
76
+ portfolios: [{
77
+ id: "broker:ibkr-default:DU12345",
78
+ name: "DU12345",
79
+ currency: "USD",
80
+ brokerId: "ibkr",
81
+ brokerInstanceId: "ibkr-default",
82
+ brokerAccountId: "DU12345",
83
+ }],
84
+ brokerInstances: [
85
+ createIbkrInstance("ibkr-default", "IBKR", "flex", {
86
+ flex: { token: "token", queryId: "query" },
87
+ }),
88
+ createIbkrInstance("ibkr-paper", "Paper", "gateway", {
89
+ gateway: { host: "127.0.0.1", port: 4002, clientId: 1 },
90
+ }),
91
+ ],
92
+ });
93
+
94
+ expect(getLockedIbkrTradingInstanceId(config, "broker:ibkr-default:DU12345")).toBeUndefined();
95
+ expect(resolveIbkrTradingInstanceId(config, "broker:ibkr-default:DU12345")).toBe("ibkr-paper");
96
+ });
97
+
98
+ test("keeps trading locked to the active gateway-backed portfolio", () => {
99
+ const config = createConfig({
100
+ portfolios: [{
101
+ id: "broker:ibkr-paper:DU12345",
102
+ name: "DU12345",
103
+ currency: "USD",
104
+ brokerId: "ibkr",
105
+ brokerInstanceId: "ibkr-paper",
106
+ brokerAccountId: "DU12345",
107
+ }],
108
+ brokerInstances: [
109
+ createIbkrInstance("ibkr-paper", "Paper", "gateway", {
110
+ gateway: { host: "127.0.0.1", port: 4002, clientId: 1 },
111
+ }),
112
+ createIbkrInstance("ibkr-live", "Live", "gateway", {
113
+ gateway: { host: "127.0.0.1", port: 4001, clientId: 2 },
114
+ }),
115
+ ],
116
+ });
117
+
118
+ expect(getLockedIbkrTradingInstanceId(config, "broker:ibkr-paper:DU12345")).toBe("ibkr-paper");
119
+ expect(resolveIbkrTradingInstanceId(config, "broker:ibkr-paper:DU12345", "ibkr-live")).toBe("ibkr-paper");
120
+ });
121
+ });
@@ -0,0 +1,36 @@
1
+ import type { AppConfig, BrokerInstanceConfig } from "../../types/config";
2
+ import { getBrokerInstance, getBrokerInstancesByType } from "../../utils/broker-instances";
3
+ import { isGatewayConfigured, normalizeIbkrConfig } from "./config";
4
+
5
+ export function isIbkrGatewayInstance(instance?: BrokerInstanceConfig): instance is BrokerInstanceConfig {
6
+ if (!instance || instance.brokerType !== "ibkr" || instance.enabled === false) return false;
7
+ const normalized = normalizeIbkrConfig(instance.config);
8
+ return normalized.connectionMode === "gateway" && isGatewayConfigured(instance.config);
9
+ }
10
+
11
+ export function getConfiguredIbkrGatewayInstances(config: AppConfig): BrokerInstanceConfig[] {
12
+ return getBrokerInstancesByType(config.brokerInstances, "ibkr").filter(isIbkrGatewayInstance);
13
+ }
14
+
15
+ export function getLockedIbkrTradingInstanceId(config: AppConfig, collectionId: string | null): string | undefined {
16
+ const activePortfolio = config.portfolios.find((portfolio) => portfolio.id === collectionId);
17
+ if (activePortfolio?.brokerId !== "ibkr" || !activePortfolio.brokerInstanceId) return undefined;
18
+ const instance = getBrokerInstance(config.brokerInstances, activePortfolio.brokerInstanceId);
19
+ return isIbkrGatewayInstance(instance) ? instance.id : undefined;
20
+ }
21
+
22
+ export function resolveIbkrTradingInstanceId(
23
+ config: AppConfig,
24
+ collectionId: string | null,
25
+ preferredInstanceId?: string,
26
+ ): string | undefined {
27
+ const lockedInstanceId = getLockedIbkrTradingInstanceId(config, collectionId);
28
+ if (lockedInstanceId) return lockedInstanceId;
29
+
30
+ const preferredInstance = getBrokerInstance(config.brokerInstances, preferredInstanceId);
31
+ if (isIbkrGatewayInstance(preferredInstance)) return preferredInstance.id;
32
+
33
+ const gatewayInstance = getConfiguredIbkrGatewayInstances(config)[0];
34
+ if (gatewayInstance) return gatewayInstance.id;
35
+ return undefined;
36
+ }
@@ -0,0 +1,38 @@
1
+ import { describe, expect, test } from "bun:test";
2
+ import { getIbkrPriceDivisor, normalizeIbkrPriceValue } from "./price-normalization";
3
+
4
+ describe("IBKR sub-unit price normalization", () => {
5
+ test("detects pence-priced LSE equities", () => {
6
+ expect(getIbkrPriceDivisor({
7
+ currency: "GBP",
8
+ exchange: "SMART",
9
+ primaryExch: "LSE",
10
+ secType: "STK",
11
+ })).toBe(100);
12
+
13
+ expect(getIbkrPriceDivisor({
14
+ currency: "USD",
15
+ exchange: "NASDAQ",
16
+ primaryExch: "NASDAQ",
17
+ secType: "STK",
18
+ })).toBe(1);
19
+ });
20
+
21
+ test("prefers contract price magnifier when available", () => {
22
+ expect(getIbkrPriceDivisor({
23
+ currency: "GBP",
24
+ exchange: "SMART",
25
+ primaryExch: "LSE",
26
+ secType: "STK",
27
+ }, {
28
+ priceMagnifier: 1000,
29
+ validExchanges: "SMART,LSE",
30
+ })).toBe(1000);
31
+ });
32
+
33
+ test("normalizes individual price values", () => {
34
+ expect(normalizeIbkrPriceValue(24.5, 100)).toBe(0.245);
35
+ expect(normalizeIbkrPriceValue(24.5, 1)).toBe(24.5);
36
+ expect(normalizeIbkrPriceValue(undefined, 100)).toBeUndefined();
37
+ });
38
+ });
@@ -0,0 +1,59 @@
1
+ interface IbkrPriceContractLike {
2
+ currency?: string;
3
+ exchange?: string;
4
+ primaryExch?: string;
5
+ secType?: string;
6
+ }
7
+
8
+ interface IbkrPriceDetailsLike {
9
+ priceMagnifier?: number;
10
+ validExchanges?: string;
11
+ }
12
+
13
+ const IBKR_SUB_UNIT_PRICE_RULES = [
14
+ { exchanges: new Set(["LSE"]), currency: "GBP", divisor: 100 },
15
+ { exchanges: new Set(["TASE"]), currency: "ILS", divisor: 100 },
16
+ { exchanges: new Set(["JSE"]), currency: "ZAR", divisor: 100 },
17
+ ] as const;
18
+
19
+ function normalizeIbkrExchange(value?: string): string {
20
+ return (value ?? "").trim().toUpperCase();
21
+ }
22
+
23
+ function isSubUnitEligibleSecType(secType?: string): boolean {
24
+ const normalized = normalizeIbkrExchange(secType);
25
+ return normalized === "STK" || normalized === "ETF";
26
+ }
27
+
28
+ export function getIbkrPriceDivisor(
29
+ contract: IbkrPriceContractLike,
30
+ details?: IbkrPriceDetailsLike,
31
+ ): number {
32
+ if (!isSubUnitEligibleSecType(contract.secType)) return 1;
33
+
34
+ const magnifier = details?.priceMagnifier;
35
+ if (typeof magnifier === "number" && Number.isFinite(magnifier) && magnifier > 1) {
36
+ return magnifier;
37
+ }
38
+
39
+ const currency = normalizeIbkrExchange(contract.currency);
40
+ const exchanges = new Set([
41
+ normalizeIbkrExchange(contract.primaryExch),
42
+ normalizeIbkrExchange(contract.exchange),
43
+ ...(details?.validExchanges?.split(",").map((exchange) => normalizeIbkrExchange(exchange)) ?? []),
44
+ ]);
45
+
46
+ for (const rule of IBKR_SUB_UNIT_PRICE_RULES) {
47
+ if (currency !== rule.currency) continue;
48
+ if ([...exchanges].some((exchange) => rule.exchanges.has(exchange))) {
49
+ return rule.divisor;
50
+ }
51
+ }
52
+
53
+ return 1;
54
+ }
55
+
56
+ export function normalizeIbkrPriceValue(value: number | undefined, divisor: number): number | undefined {
57
+ if (value == null || !Number.isFinite(value) || divisor === 1) return value;
58
+ return value / divisor;
59
+ }
@@ -0,0 +1,27 @@
1
+ import { TextAttributes } from "@opentui/core";
2
+ import { colors } from "../../theme/colors";
3
+ import { getTradeTonePalette, type TradeTone } from "./trade-utils";
4
+
5
+ interface TradeBadgeProps {
6
+ label: string;
7
+ value: string;
8
+ tone?: TradeTone;
9
+ onPress?: () => void;
10
+ }
11
+
12
+ export function TradeBadge({ label, value, tone = "neutral", onPress }: TradeBadgeProps) {
13
+ const palette = getTradeTonePalette(tone);
14
+
15
+ return (
16
+ <box
17
+ backgroundColor={palette.background}
18
+ paddingX={1}
19
+ marginRight={1}
20
+ marginBottom={1}
21
+ onMouseDown={onPress}
22
+ >
23
+ <text fg={colors.textDim}>{label}</text>
24
+ <text fg={palette.text} attributes={TextAttributes.BOLD}>{` ${value}`}</text>
25
+ </box>
26
+ );
27
+ }