gloomberb 0.3.3 → 0.4.0

package/README.md

@@ -25,22 +25,18 @@ For the best experience, use a [Kitty](https://sw.kovidgoyal.net/kitty/)-compati
 ## 🚀 Install
 
 ```bash
-bun install -g gloomberb
-# or
 curl -fsSL gloomberb.com/install | bash
+# or
+bun install -g gloomberb
 ```
 
-Then run `gloomberb` to start.
-
-When developing from source, launch with a real Bun runtime, for example `bun src/index.tsx`.
-If `bun --help` prints Gloomberb help instead of Bun help, your Bun binary has been overwritten and needs to be reinstalled.
-In-app self-updates are disabled while running from source so Gloomberb does not replace the Bun executable.
+Then run `gloomberb`.
 
 ## 🧩 Plugins
 
-Gloomberb has a plugin architecture where everything, from the portfolio list to broker integrations, is a plugin. 
+Everything, from the portfolio list to broker integrations, is a plugin. 
 
-Plugins can add tabs, columns, commands, status bar widgets, and more.
+Plugins can add tabs, columns, command bar commands, CLI commands, status bar widgets, and more.
 
 See **[PLUGINS.md](PLUGINS.md)** for the plugin API and the shared UI surface available through `gloomberb/components`.
 
@@ -60,12 +56,6 @@ See **[PLUGINS.md](PLUGINS.md)** for the plugin API and the shared UI surface av
 | **Alerts** | WIP |
 | **Scanner** | WIP |
 
-#### AI plugin
-
-- The ticker detail pane keeps its `Ask AI` tab for per-company questions.
-- The `AI Screener` pane lets you create multiple prompt-based screening tabs, refresh them, force reruns, edit the prompt, and review the last run time.
-- Use the `AI <prompt>` shortcut from the command bar to open a new screener pane seeded with a prompt.
-
 ### Data providers
 
 | Provider | Description |
@@ -82,6 +72,23 @@ See **[PLUGINS.md](PLUGINS.md)** for the plugin API and the shared UI surface av
 
 Toggleable plugins can be enabled/disabled from the command bar screen (`Ctrl+p`).
 
+## 💻 CLI
+
+Running `gloomberb` with no arguments launches the terminal UI. Use `gloomberb help` to see the full command list.
+Feature-owned root commands such as `portfolio`, `watchlist`, and `predictions` are registered by their plugins rather than hardcoded in the main CLI switch.
+
+```bash
+gloomberb
+gloomberb help
+gloomberb search NVDA
+gloomberb ticker AAPL
+gloomberb portfolio create Research
+gloomberb portfolio position set Research NVDA 10 400
+gloomberb watchlist list
+gloomberb plugins
+gloomberb predictions world
+```
+
 ## ⌨️ Keyboard Shortcuts
 
 | Key | Action |
@@ -89,7 +96,7 @@ Toggleable plugins can be enabled/disabled from the command bar screen (`Ctrl+p`
 | `Ctrl+P` or `` ` `` | Open command bar |
 | `Ctrl+x` | Close current window |
 | `Tab` | Switch between panels |
- `j` / `k` | Navigate ticker list |
+| `j` / `k` | Navigate ticker list |
 | `h` / `l` | Switch tabs |
 | `Ctrl+,` | Open settings |
 | `m` | Cycle chart mode in the chart tab |
@@ -98,3 +105,7 @@ Toggleable plugins can be enabled/disabled from the command bar screen (`Ctrl+p`
 ## License
 
 MIT
+
+## Credits
+
+- [OpenTUI](https://opentui.com/) for the layout

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "gloomberb",
-  "version": "0.3.3",
+  "version": "0.4.0",
   "description": "Bloomberg-style stock portfolio tracker for the terminal",
   "module": "src/index.tsx",
   "type": "module",

package/src/app.tsx

@@ -1,4 +1,4 @@
-import { useState, useEffect, useCallback, useRef, useMemo } from "react";
+import { useState, useEffect, useCallback, useRef, useMemo, useLayoutEffect } from "react";
 import { useKeyboard, useRenderer } from "@opentui/react";
 import type { CliRenderer } from "@opentui/core";
 import {
@@ -32,7 +32,7 @@ import {
   type PaneBinding,
   type PaneInstanceConfig,
 } from "./types/config";
-import type { PaneTemplateCreateOptions, PaneTemplateInstanceConfig, WizardStep } from "./types/plugin";
+import type { CliLaunchRequest, PaneTemplateCreateOptions, PaneTemplateInstanceConfig, WizardStep } from "./types/plugin";
 import type { PaneSettingField } from "./types/plugin";
 import type { TickerRecord } from "./types/ticker";
 import type { DataProvider } from "./types/data-provider";
@@ -41,33 +41,14 @@ import type { BrokerAccount } from "./types/trading";
 import { resolveTickerSearch, upsertTickerFromSearchResult } from "./utils/ticker-search";
 
 // Built-in plugins
-import { portfolioListPlugin } from "./plugins/builtin/portfolio-list";
-import { tickerDetailPlugin } from "./plugins/builtin/ticker-detail";
-import { manualEntryPlugin } from "./plugins/builtin/manual-entry";
-import { ibkrPlugin } from "./plugins/ibkr";
 import {
   clearPersistedIbkrAccounts,
   loadPersistedIbkrAccountMap,
 } from "./plugins/ibkr/account-cache";
 import { getIbkrConfigIdentity } from "./plugins/ibkr/config";
-import { newsPlugin } from "./plugins/builtin/news";
-import { secPlugin } from "./plugins/builtin/sec";
-import { optionsPlugin } from "./plugins/builtin/options";
-import { notesPlugin } from "./plugins/builtin/notes";
-import { aiPlugin } from "./plugins/builtin/ai/index";
-import { gloomberbCloudPlugin } from "./plugins/builtin/chat";
 import { chatController } from "./plugins/builtin/chat-controller";
-import { helpPlugin } from "./plugins/builtin/help";
-import { comparisonChartPlugin } from "./plugins/builtin/comparison-chart";
-import { debugPlugin } from "./plugins/builtin/debug";
-import { layoutManagerPlugin, setLayoutManagerDispatch } from "./plugins/builtin/layout-manager";
-import { yahooPlugin } from "./plugins/builtin/yahoo";
-import { predictionMarketsPlugin } from "./plugins/prediction-markets";
-import {
-  applyPredictionLaunchIntentToConfig,
-  applyPredictionLaunchIntentToSessionSnapshot,
-  type PredictionLaunchIntent,
-} from "./plugins/prediction-markets/launch";
+import { setLayoutManagerDispatch } from "./plugins/builtin/layout-manager";
+import { getLoadablePlugins } from "./plugins/catalog";
 import { saveConfig } from "./data/config-store";
 import { Toaster, toast } from "@opentui-ui/toast/react";
 import { canSelfUpdate, checkForUpdateDetailed, performUpdate } from "./updater";
@@ -107,6 +88,7 @@ import {
   applyPaneSettingFieldValue as applyPaneSettingFieldValueShared,
   createPaneTemplateOrThrow,
 } from "./components/command-bar/workflow-ops";
+import { getPaneTemplateDisplayLabel } from "./components/command-bar/pane-template-display";
 import { debugLog } from "./utils/debug-log";
 import { MarketDataCoordinator, setSharedMarketDataCoordinator } from "./market-data/coordinator";
 import { instrumentFromTicker } from "./market-data/request-types";
@@ -966,7 +948,7 @@ function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData,
       });
     } catch (error) {
       pluginRegistry.showToastFn(
-        error instanceof Error ? error.message : `Could not create ${template.label.toLowerCase()}.`,
+        error instanceof Error ? error.message : `Could not create ${getPaneTemplateDisplayLabel(template).toLowerCase()}.`,
         { type: "info" },
       );
     }
@@ -1232,32 +1214,36 @@ interface AppProps {
   config: AppConfig;
   renderer: CliRenderer;
   externalPlugins?: import("./plugins/loader").LoadedExternalPlugin[];
-  predictionLaunchIntent?: PredictionLaunchIntent | null;
+  cliLaunchRequest?: CliLaunchRequest | null;
 }
 
 export function App({
   config: initialConfig,
   renderer,
   externalPlugins = [],
-  predictionLaunchIntent = null,
+  cliLaunchRequest = null,
 }: AppProps) {
-  const applyPredictionLaunch = useCallback((configValue: AppConfig) => {
-    if (!predictionLaunchIntent) return configValue;
-    return applyPredictionLaunchIntentToConfig(configValue, predictionLaunchIntent, {
-      width: Math.max(renderer.terminalWidth, 120),
-      height: Math.max(renderer.terminalHeight, 40),
-    }).config;
-  }, [predictionLaunchIntent, renderer.terminalHeight, renderer.terminalWidth]);
+  const initialCliLaunch = useMemo(() => {
+    if (!cliLaunchRequest) {
+      return { config: initialConfig, launchState: undefined };
+    }
+    return cliLaunchRequest.applyConfig(initialConfig, {
+      terminalWidth: renderer.terminalWidth,
+      terminalHeight: renderer.terminalHeight,
+    });
+  }, [cliLaunchRequest, initialConfig, renderer.terminalHeight, renderer.terminalWidth]);
+  const cliLaunchStateRef = useRef(initialCliLaunch.launchState);
 
   const [config, setConfig] = useState(() => {
-    return applyPredictionLaunch(initialConfig);
+    return initialCliLaunch.config;
   });
   const [showOnboarding, setShowOnboarding] = useState(!initialConfig.onboardingComplete);
 
   useEffect(() => bindAppActivity(renderer), [renderer]);
 
-  // Apply saved theme before first render
-  if (config.theme) applyTheme(config.theme);
+  useLayoutEffect(() => {
+    if (config.theme) applyTheme(config.theme);
+  }, [config.theme]);
 
   const services = useMemo(() => {
     const dbPath = join(config.dataDir, ".gloomberb-cache.db");
@@ -1271,25 +1257,8 @@ export function App({
     pluginRegistry.getConfigFn = () => config;
     pluginRegistry.getLayoutFn = () => config.layout;
 
-    pluginRegistry.register(yahooPlugin);
-    pluginRegistry.register(gloomberbCloudPlugin);
-    pluginRegistry.register(portfolioListPlugin);
-    pluginRegistry.register(tickerDetailPlugin);
-    pluginRegistry.register(manualEntryPlugin);
-    pluginRegistry.register(ibkrPlugin);
-    pluginRegistry.register(layoutManagerPlugin);
-    pluginRegistry.register(newsPlugin);
-    pluginRegistry.register(secPlugin);
-    pluginRegistry.register(optionsPlugin);
-    pluginRegistry.register(notesPlugin);
-    pluginRegistry.register(aiPlugin);
-    pluginRegistry.register(helpPlugin);
-    pluginRegistry.register(comparisonChartPlugin);
-    pluginRegistry.register(predictionMarketsPlugin);
-    pluginRegistry.register(debugPlugin);
-
-    for (const { plugin, error } of externalPlugins) {
-      if (!error) pluginRegistry.register(plugin);
+    for (const plugin of getLoadablePlugins(externalPlugins)) {
+      pluginRegistry.register(plugin);
     }
 
     return {
@@ -1316,20 +1285,15 @@ export function App({
   const sessionSnapshot = useMemo(() => {
     const persisted = services.persistence.sessions.get<AppSessionSnapshot>(APP_SESSION_ID, APP_SESSION_SCHEMA_VERSION)?.value ?? null;
     const reconciled = reconcileAppSessionSnapshot(config, persisted);
-    if (!predictionLaunchIntent) {
-      return reconciled;
-    }
-    const paneInstanceId = config.layout.instances.find((instance) => instance.paneId === "prediction-markets")?.instanceId;
-    if (!paneInstanceId) {
+    if (!cliLaunchRequest?.applySessionSnapshot) {
       return reconciled;
     }
-    return applyPredictionLaunchIntentToSessionSnapshot(
+    return cliLaunchRequest.applySessionSnapshot(
       config,
       reconciled,
-      paneInstanceId,
-      predictionLaunchIntent,
+      cliLaunchStateRef.current,
     );
-  }, [config, predictionLaunchIntent, services.persistence.sessions]);
+  }, [cliLaunchRequest, config, services.persistence.sessions]);
 
   if (showOnboarding) {
     return (
@@ -1337,7 +1301,7 @@ export function App({
         config={config}
         pluginRegistry={services.pluginRegistry}
         onComplete={(updatedConfig) => {
-          setConfig(applyPredictionLaunch(updatedConfig));
+          setConfig(updatedConfig);
           setShowOnboarding(false);
         }}
       />

package/src/cli/base-converter.ts

@@ -0,0 +1,31 @@
+import type { DataProvider } from "../types/data-provider";
+
+export function createBaseConverter(dataProvider: Pick<DataProvider, "getExchangeRate">, baseCurrency: string) {
+  const rateCache = new Map<string, number>([["USD", 1]]);
+
+  const getRate = async (currency: string): Promise<number> => {
+    const normalizedCurrency = currency.toUpperCase();
+    const cached = rateCache.get(normalizedCurrency);
+    if (cached != null) return cached;
+    try {
+      const rate = await dataProvider.getExchangeRate(normalizedCurrency);
+      rateCache.set(normalizedCurrency, rate);
+      return rate;
+    } catch {
+      return 1;
+    }
+  };
+
+  return async (value: number, fromCurrency: string): Promise<number> => {
+    const normalizedFrom = fromCurrency.toUpperCase();
+    const normalizedBase = baseCurrency.toUpperCase();
+    if (normalizedFrom === normalizedBase) return value;
+
+    const [fromRate, baseRate] = await Promise.all([
+      getRate(normalizedFrom),
+      getRate(normalizedBase),
+    ]);
+    if (baseRate === 0) return value;
+    return (value * fromRate) / baseRate;
+  };
+}

package/src/cli/commands/search.ts

@@ -11,6 +11,12 @@ import {
 } from "../../utils/ticker-search";
 import { initMarketData } from "../context";
 import { fail } from "../errors";
+import type { MarketContext } from "../types";
+
+interface SearchCommandDependencies {
+  initMarketData?: () => Promise<MarketContext>;
+  fail?: (message: string, details?: string) => never;
+}
 
 export async function searchCandidatesForCli({
   query,
@@ -97,13 +103,15 @@ export function buildSearchReport({
   return lines.join("\n");
 }
 
-export async function search(query: string) {
+export async function search(query: string, dependencies: SearchCommandDependencies = {}) {
   const trimmedQuery = query.trim();
+  const failCommand = dependencies.fail ?? fail;
+  const initMarketDataFn = dependencies.initMarketData ?? initMarketData;
   if (!trimmedQuery) {
-    fail("Usage: gloomberb search <query>");
+    failCommand("Usage: gloomberb search <query>");
   }
 
-  const { store, dataProvider, persistence } = await initMarketData();
+  const { store, dataProvider, persistence } = await initMarketDataFn();
   const tickers = await store.loadAllTickers();
   const candidates = await searchCandidatesForCli({
     query: trimmedQuery,

package/src/cli/commands/ticker.ts

@@ -15,8 +15,10 @@ import type { AppConfig } from "../../types/config";
 import type { FinancialStatement, TickerFinancials } from "../../types/financials";
 import type { NewsItem, SecFilingItem } from "../../types/data-provider";
 import type { TickerRecord } from "../../types/ticker";
-import { createBaseConverter, initMarketData } from "../context";
+import { createBaseConverter } from "../base-converter";
+import { initMarketData } from "../context";
 import { closeAndFail } from "../errors";
+import type { MarketContext } from "../types";
 import {
   formatBidAsk,
   formatNullableCompact,
@@ -33,6 +35,11 @@ import { isUsEquityTicker } from "../../utils/sec";
 const NEWS_ITEM_LIMIT = 5;
 const SEC_FILING_LIMIT = 5;
 
+interface TickerCommandDependencies {
+  initMarketData?: () => Promise<MarketContext>;
+  closeAndFail?: typeof closeAndFail;
+}
+
 function appendMetricSection(lines: string[], title: string, metrics: Array<[string, string]>) {
   const populated = metrics.filter(([, value]) => value !== "—");
   if (populated.length === 0) return;
@@ -329,30 +336,34 @@ export async function buildTickerReport({
   return lines.join("\n");
 }
 
-export async function ticker(symbol: string) {
-  const { config, store, dataProvider, persistence, dataDir } = await initMarketData();
+export async function ticker(symbol: string, dependencies: TickerCommandDependencies = {}) {
+  const initMarketDataFn = dependencies.initMarketData ?? initMarketData;
+  const closeAndFailCommand = dependencies.closeAndFail ?? closeAndFail;
+  const { config, store, dataProvider, persistence, dataDir } = await initMarketDataFn();
   const normalized = symbol.trim().toUpperCase();
   const tickerFile = await store.loadTicker(normalized);
   const exchange = tickerFile?.metadata.exchange ?? "";
   const toBase = createBaseConverter(dataProvider, config.baseCurrency);
 
-  let financials: TickerFinancials;
+  let financials: TickerFinancials | null = null;
   try {
     financials = await dataProvider.getTickerFinancials(normalized, exchange);
   } catch (err: any) {
-    closeAndFail(persistence, `Failed to fetch data for ${normalized}.`, err?.message);
+    closeAndFailCommand(persistence, `Failed to fetch data for ${normalized}.`, err?.message);
   }
 
-  if (!financials.quote) {
-    closeAndFail(persistence, `No quote data available for ${normalized}.`);
+  if (!financials?.quote) {
+    closeAndFailCommand(persistence, `No quote data available for ${normalized}.`);
   }
+  const resolvedFinancials = financials as TickerFinancials;
+  const quote = resolvedFinancials.quote!;
 
   const notesFiles = new NotesFiles(dataDir);
   const [notesResult, newsResult, secFilingsResult] = await Promise.allSettled([
     notesFiles.load(normalized),
-    dataProvider.getNews(normalized, NEWS_ITEM_LIMIT, exchange || financials.quote.exchangeName || ""),
-    shouldFetchSecFilings(tickerFile, financials) && dataProvider.getSecFilings
-      ? dataProvider.getSecFilings(normalized, SEC_FILING_LIMIT, exchange || financials.quote.exchangeName || "")
+    dataProvider.getNews(normalized, NEWS_ITEM_LIMIT, exchange || quote.exchangeName || ""),
+    shouldFetchSecFilings(tickerFile, resolvedFinancials) && dataProvider.getSecFilings
+      ? dataProvider.getSecFilings(normalized, SEC_FILING_LIMIT, exchange || quote.exchangeName || "")
       : Promise.resolve([]),
   ]);
 
@@ -363,7 +374,7 @@ export async function ticker(symbol: string) {
   console.log(await buildTickerReport({
     symbol: normalized,
     tickerFile,
-    financials,
+    financials: resolvedFinancials,
     config,
     toBase,
     notes,

package/src/cli/context.ts

@@ -5,10 +5,32 @@ import { AppPersistence } from "../data/app-persistence";
 import { TickerRepository } from "../data/ticker-repository";
 import { ProviderRouter } from "../sources/provider-router";
 import type { DataProvider } from "../types/data-provider";
-import { createBuiltinDataProviders } from "../plugins/builtin/data-providers";
+import type { AppConfig } from "../types/config";
+import type { GloomPlugin } from "../types/plugin";
+import { getLoadablePlugins } from "../plugins/catalog";
+import { createBaseConverter } from "./base-converter";
 import { fail } from "./errors";
 import type { ConfigContext, MarketContext } from "./types";
 
+interface CliContextOptions {
+  plugins?: GloomPlugin[];
+}
+
+function resolveCliDataProviders(config: AppConfig, plugins: GloomPlugin[]): DataProvider[] {
+  const disabledPlugins = new Set(config.disabledPlugins ?? []);
+  return plugins
+    .filter((plugin) => !disabledPlugins.has(plugin.id) && !!plugin.dataProvider)
+    .map((plugin) => plugin.dataProvider as DataProvider);
+}
+
+export async function loadCliConfigIfAvailable(): Promise<AppConfig | null> {
+  const dataDir = await getDataDir();
+  if (!dataDir || !existsSync(dataDir)) {
+    return null;
+  }
+  return loadConfig(dataDir);
+}
+
 export async function initConfigData(): Promise<ConfigContext> {
   const dataDir = await getDataDir();
   if (!dataDir || !existsSync(dataDir)) {
@@ -21,42 +43,15 @@ export async function initConfigData(): Promise<ConfigContext> {
   return { config, persistence, store, dataDir };
 }
 
-export async function initMarketData(): Promise<MarketContext> {
+export async function initMarketData(options: CliContextOptions = {}): Promise<MarketContext> {
   const context = await initConfigData();
+  const plugins = options.plugins ?? getLoadablePlugins();
   const dataProvider = new ProviderRouter(
     null,
-    createBuiltinDataProviders(context.config),
+    resolveCliDataProviders(context.config, plugins),
     context.persistence.resources,
   );
   return { ...context, dataProvider };
 }
 
-export function createBaseConverter(dataProvider: Pick<DataProvider, "getExchangeRate">, baseCurrency: string) {
-  const rateCache = new Map<string, number>([["USD", 1]]);
-
-  const getRate = async (currency: string): Promise<number> => {
-    const normalizedCurrency = currency.toUpperCase();
-    const cached = rateCache.get(normalizedCurrency);
-    if (cached != null) return cached;
-    try {
-      const rate = await dataProvider.getExchangeRate(normalizedCurrency);
-      rateCache.set(normalizedCurrency, rate);
-      return rate;
-    } catch {
-      return 1;
-    }
-  };
-
-  return async (value: number, fromCurrency: string): Promise<number> => {
-    const normalizedFrom = fromCurrency.toUpperCase();
-    const normalizedBase = baseCurrency.toUpperCase();
-    if (normalizedFrom === normalizedBase) return value;
-
-    const [fromRate, baseRate] = await Promise.all([
-      getRate(normalizedFrom),
-      getRate(normalizedBase),
-    ]);
-    if (baseRate === 0) return value;
-    return (value * fromRate) / baseRate;
-  };
-}
+export { createBaseConverter };

package/src/cli/helpers.ts

@@ -4,13 +4,10 @@ import {
   formatNumber,
   formatPercentRaw,
 } from "../utils/format";
+export { slugifyName } from "../utils/slugify";
 import type { AppConfig } from "../types/config";
 import type { Watchlist, TickerRecord } from "../types/ticker";
 
-export function slugifyName(name: string, fallbackPrefix: string): string {
-  return name.toLowerCase().replace(/[^a-z0-9]+/g, "-").replace(/^-|-$/g, "") || `${fallbackPrefix}-${Date.now()}`;
-}
-
 export function formatSignedCurrency(value: number, currency: string): string {
   return value > 0 ? `+${formatCurrency(value, currency)}` : formatCurrency(value, currency);
 }