gloomberb 0.3.7 → 0.4.0

package/src/state/app-context.tsx

@@ -1,10 +1,13 @@
 import {
   createContext,
+  useCallback,
   useContext,
   useEffect,
+  useLayoutEffect,
   useMemo,
   useReducer,
   useRef,
+  useSyncExternalStore,
   type SetStateAction,
   type ReactNode,
 } from "react";
@@ -12,7 +15,7 @@ import type { SessionStore } from "../data/session-store";
 import { saveConfig } from "../data/config-store";
 import { applyTheme } from "../theme/colors";
 import { isBrokerPortfolioId } from "../utils/broker-instances";
-import { hasLikelyQuoteUnitMismatch } from "../utils/currency-units";
+import { resolveTickerFinancialsQuoteState } from "../utils/quote-resolution";
 import {
   cloneLayout,
   DEFAULT_LAYOUT,
@@ -146,10 +149,6 @@ function shouldPreserveUnknownCollectionId(collectionId: string | undefined): bo
   return isBrokerPortfolioId(collectionId);
 }
 
-function hasLikelyPriceUnitMismatch(current: Quote | undefined, next: Quote): boolean {
-  return hasLikelyQuoteUnitMismatch(current, next);
-}
-
 function getConfiguredCollectionId(config: AppConfig, instance: PaneInstanceConfig): string {
   const candidates = [
     instance.params?.collectionId,
@@ -287,12 +286,6 @@ function nextRecentTickers(current: string[], symbol: string | null): string[] {
   return [symbol, ...current.filter((entry) => entry !== symbol)].slice(0, 50);
 }
 
-function shouldPreserveExistingQuote(current: Quote | undefined, next: Quote): boolean {
-  return current?.dataSource === "live"
-    && current.providerId !== "gloomberb-cloud"
-    && next.providerId === "gloomberb-cloud";
-}
-
 function syncLayouts(layouts: SavedLayout[], activeLayoutIndex: number, layout: LayoutConfig): SavedLayout[] {
   return layouts.map((savedLayout, index) => (
     index === activeLayoutIndex ? { ...savedLayout, layout: cloneLayout(layout) } : savedLayout
@@ -392,6 +385,20 @@ function removeHistoryIndex(layoutHistory: Record<number, LayoutHistoryEntry>, r
   return next;
 }
 
+/** If paneId is a floating pane, bump its zIndex to the top. */
+function bringFloatingToFront(layout: LayoutConfig, paneId: string): LayoutConfig {
+  const entry = layout.floating.find((e) => e.instanceId === paneId);
+  if (!entry) return layout;
+  const maxZ = layout.floating.reduce((max, e) => Math.max(max, e.zIndex ?? 50), 0);
+  if ((entry.zIndex ?? 50) >= maxZ) return layout; // already on top
+  return {
+    ...layout,
+    floating: layout.floating.map((e) =>
+      e.instanceId === paneId ? { ...e, zIndex: maxZ + 1 } : e,
+    ),
+  };
+}
+
 function withFocusedPane(state: AppState, config: AppConfig): AppState {
   const normalizedLayout = normalizePaneLayout(config.layout);
   const nextConfig = normalizedLayout === config.layout
@@ -451,30 +458,14 @@ export function appReducer(state: AppState, action: AppAction): AppState {
 
     case "SET_FINANCIALS": {
       const financials = new Map(state.financials);
-      financials.set(action.symbol, action.data);
+      financials.set(action.symbol, resolveTickerFinancialsQuoteState(action.data)!);
       return { ...state, financials };
     }
 
     case "MERGE_QUOTE": {
-      const current = state.financials.get(action.symbol);
-      if (
-        shouldPreserveExistingQuote(current?.quote, action.quote)
-        || hasLikelyPriceUnitMismatch(current?.quote, action.quote)
-      ) {
-        return state;
-      }
       const financials = new Map(state.financials);
-      financials.set(action.symbol, {
-        annualStatements: current?.annualStatements ?? [],
-        quarterlyStatements: current?.quarterlyStatements ?? [],
-        priceHistory: current?.priceHistory ?? [],
-        fundamentals: current?.fundamentals,
-        profile: current?.profile,
-        quote: {
-          ...(current?.quote ?? {}),
-          ...action.quote,
-        },
-      });
+      const current = state.financials.get(action.symbol);
+      financials.set(action.symbol, resolveTickerFinancialsQuoteState(current, action.quote)!);
       return { ...state, financials };
     }
 
@@ -482,7 +473,7 @@ export function appReducer(state: AppState, action: AppAction): AppState {
       if (action.financials.size === 0) return state;
       const financials = new Map(state.financials);
       for (const [symbol, data] of action.financials) {
-        financials.set(symbol, data);
+        financials.set(symbol, resolveTickerFinancialsQuoteState(data)!);
       }
       return { ...state, financials };
     }
@@ -724,19 +715,30 @@ export function appReducer(state: AppState, action: AppAction): AppState {
       });
     }
 
-    case "FOCUS_PANE":
+    case "FOCUS_PANE": {
+      const layout = bringFloatingToFront(state.config.layout, action.paneId);
+      const config = layout !== state.config.layout
+        ? { ...state.config, layout, layouts: syncLayouts(state.config.layouts, state.config.activeLayoutIndex, layout) }
+        : state.config;
       return {
         ...state,
+        config,
         focusedPaneId: action.paneId,
         recentTickers: nextRecentTickers(state.recentTickers, resolveTickerForPane(state, action.paneId)),
       };
+    }
 
     case "FOCUS_NEXT": {
       if (action.paneOrder.length === 0) return state;
       const currentIndex = state.focusedPaneId ? action.paneOrder.indexOf(state.focusedPaneId) : -1;
       const nextPaneId = action.paneOrder[(currentIndex + 1) % action.paneOrder.length]!;
+      const layout = bringFloatingToFront(state.config.layout, nextPaneId);
+      const config = layout !== state.config.layout
+        ? { ...state.config, layout, layouts: syncLayouts(state.config.layouts, state.config.activeLayoutIndex, layout) }
+        : state.config;
       return {
         ...state,
+        config,
         focusedPaneId: nextPaneId,
         recentTickers: nextRecentTickers(state.recentTickers, resolveTickerForPane(state, nextPaneId)),
       };
@@ -746,8 +748,13 @@ export function appReducer(state: AppState, action: AppAction): AppState {
       if (action.paneOrder.length === 0) return state;
       const currentIndex = state.focusedPaneId ? action.paneOrder.indexOf(state.focusedPaneId) : 0;
       const nextPaneId = action.paneOrder[(currentIndex - 1 + action.paneOrder.length) % action.paneOrder.length]!;
+      const layout = bringFloatingToFront(state.config.layout, nextPaneId);
+      const config = layout !== state.config.layout
+        ? { ...state.config, layout, layouts: syncLayouts(state.config.layouts, state.config.activeLayoutIndex, layout) }
+        : state.config;
       return {
         ...state,
+        config,
         focusedPaneId: nextPaneId,
         recentTickers: nextRecentTickers(state.recentTickers, resolveTickerForPane(state, nextPaneId)),
       };
@@ -755,6 +762,9 @@ export function appReducer(state: AppState, action: AppAction): AppState {
 
     case "UPDATE_PANE_STATE": {
       const current = state.paneState[action.paneId] ?? {};
+      if (Object.keys(action.patch).every((key) => Object.is(current[key], action.patch[key]))) {
+        return state;
+      }
       const nextState = { ...current, ...action.patch };
       const recentTickers = Object.prototype.hasOwnProperty.call(action.patch, "cursorSymbol")
         ? nextRecentTickers(state.recentTickers, typeof nextState.cursorSymbol === "string" ? nextState.cursorSymbol : null)
@@ -799,20 +809,81 @@ export function appReducer(state: AppState, action: AppAction): AppState {
   }
 }
 
-interface AppContextValue {
+interface AppContextStoreValue {
+  dispatch: React.Dispatch<AppAction>;
+  getState: () => AppState;
+  subscribe: (listener: () => void) => () => void;
+}
+
+interface AppContextLegacyValue {
   state: AppState;
   dispatch: React.Dispatch<AppAction>;
 }
 
+type AppContextValue = AppContextStoreValue | AppContextLegacyValue;
+
 export const AppContext = createContext<AppContextValue | null>(null);
 const PaneContext = createContext<string | null>(null);
 
-export function useAppState(): AppContextValue {
+function isAppStoreContextValue(context: AppContextValue): context is AppContextStoreValue {
+  return "getState" in context && "subscribe" in context;
+}
+
+function useRequiredAppContext(): AppContextValue {
   const context = useContext(AppContext);
   if (!context) throw new Error("useAppState must be used within AppProvider");
   return context;
 }
 
+export function useAppState(): AppContextLegacyValue {
+  const context = useRequiredAppContext();
+  if (!isAppStoreContextValue(context)) {
+    return context;
+  }
+
+  const state = useSyncExternalStore(context.subscribe, context.getState, context.getState);
+  return useMemo(() => ({ state, dispatch: context.dispatch }), [context.dispatch, state]);
+}
+
+export function useAppDispatch(): React.Dispatch<AppAction> {
+  return useRequiredAppContext().dispatch;
+}
+
+export function useAppSelector<T>(selector: (state: AppState) => T): T {
+  const context = useRequiredAppContext();
+  const selectorRef = useRef(selector);
+  selectorRef.current = selector;
+  const lastSnapshotRef = useRef<{ selection: T; themeId: string } | undefined>(undefined);
+
+  if (!isAppStoreContextValue(context)) {
+    return selector(context.state);
+  }
+
+  const snapshot = useSyncExternalStore(
+    context.subscribe,
+    () => {
+      const state = context.getState();
+      const selection = selectorRef.current(state);
+      const themeId = state.config.theme;
+      const previous = lastSnapshotRef.current;
+      if (previous && Object.is(previous.selection, selection) && previous.themeId === themeId) {
+        return previous;
+      }
+      const nextSnapshot = { selection, themeId };
+      lastSnapshotRef.current = nextSnapshot;
+      return nextSnapshot;
+    },
+    () => {
+      const state = context.getState();
+      return {
+        selection: selectorRef.current(state),
+        themeId: state.config.theme,
+      };
+    },
+  );
+  return snapshot.selection;
+}
+
 export function PaneInstanceProvider({ paneId, children }: { paneId: string; children: ReactNode }) {
   return <PaneContext value={paneId}>{children}</PaneContext>;
 }
@@ -824,20 +895,23 @@ export function usePaneInstanceId(): string {
 }
 
 export function usePaneInstance(): PaneInstanceConfig | null {
-  const { state } = useAppState();
   const paneId = useContext(PaneContext);
-  return paneId ? findPaneInstance(state.config.layout, paneId) ?? null : null;
+  return useAppSelector((state) => (paneId ? findPaneInstance(state.config.layout, paneId) ?? null : null));
 }
 
 export function usePaneTicker(paneId?: string) {
-  const { state } = useAppState();
-  const scopedPaneId = paneId ?? useContext(PaneContext) ?? state.focusedPaneId;
-  const symbol = useMemo(() => (
+  const paneContextId = useContext(PaneContext);
+  const focusedPaneId = useAppSelector((state) => state.focusedPaneId);
+  const scopedPaneId = paneId ?? paneContextId ?? focusedPaneId;
+  const symbol = useAppSelector((state) => (
     scopedPaneId ? resolveTickerForPane(state, scopedPaneId) : null
-  ), [state, scopedPaneId]);
-  const ticker = useMemo(() => (
+  ));
+  const ticker = useAppSelector((state) => (
     symbol ? state.tickers.get(symbol) ?? null : null
-  ), [state.tickers, symbol]);
+  ));
+  const cachedFinancials = useAppSelector((state) => (
+    symbol ? state.financials.get(symbol) ?? null : null
+  ));
   const marketFinancials = useTickerFinancials(symbol, ticker);
 
   return useMemo(() => {
@@ -845,9 +919,9 @@ export function usePaneTicker(paneId?: string) {
     return {
       symbol,
       ticker,
-      financials: marketFinancials ?? (symbol ? state.financials.get(symbol) ?? null : null),
+      financials: marketFinancials ?? cachedFinancials,
     };
-  }, [marketFinancials, scopedPaneId, state.financials, symbol, ticker]);
+  }, [cachedFinancials, marketFinancials, scopedPaneId, symbol, ticker]);
 }
 
 export function useSelectedTicker(paneId?: string) {
@@ -855,40 +929,46 @@ export function useSelectedTicker(paneId?: string) {
 }
 
 export function useFocusedTicker() {
-  const { state } = useAppState();
-  const symbol = useMemo(() => getFocusedTickerSymbol(state), [state]);
-  const ticker = useMemo(() => (symbol ? state.tickers.get(symbol) ?? null : null), [state.tickers, symbol]);
+  const symbol = useAppSelector((state) => getFocusedTickerSymbol(state));
+  const ticker = useAppSelector((state) => (symbol ? state.tickers.get(symbol) ?? null : null));
+  const cachedFinancials = useAppSelector((state) => (symbol ? state.financials.get(symbol) ?? null : null));
   const marketFinancials = useTickerFinancials(symbol, ticker);
   return useMemo(() => {
     return {
       symbol,
       ticker,
-      financials: marketFinancials ?? (symbol ? state.financials.get(symbol) ?? null : null),
+      financials: marketFinancials ?? cachedFinancials,
     };
-  }, [marketFinancials, state.financials, symbol, ticker]);
+  }, [cachedFinancials, marketFinancials, symbol, ticker]);
 }
 
 export function usePaneCollection(paneId?: string) {
-  const { state } = useAppState();
-  const scopedPaneId = paneId ?? useContext(PaneContext) ?? state.focusedPaneId;
-  return useMemo(() => {
-    if (!scopedPaneId) return { collectionId: null, portfolio: null, watchlist: null };
-    const collectionId = resolveCollectionForPane(state, scopedPaneId);
-    return {
-      collectionId,
-      portfolio: collectionId ? state.config.portfolios.find((portfolio) => portfolio.id === collectionId) ?? null : null,
-      watchlist: collectionId ? state.config.watchlists.find((watchlist) => watchlist.id === collectionId) ?? null : null,
-    };
-  }, [state, scopedPaneId]);
+  const paneContextId = useContext(PaneContext);
+  const focusedPaneId = useAppSelector((state) => state.focusedPaneId);
+  const scopedPaneId = paneId ?? paneContextId ?? focusedPaneId;
+  const collectionId = useAppSelector((state) => (
+    scopedPaneId ? resolveCollectionForPane(state, scopedPaneId) : null
+  ));
+  const portfolio = useAppSelector((state) => (
+    collectionId ? state.config.portfolios.find((entry) => entry.id === collectionId) ?? null : null
+  ));
+  const watchlist = useAppSelector((state) => (
+    collectionId ? state.config.watchlists.find((entry) => entry.id === collectionId) ?? null : null
+  ));
+  return useMemo(() => (
+    { collectionId, portfolio, watchlist }
+  ), [collectionId, portfolio, watchlist]);
 }
 
 export function usePaneStateValue<T>(key: string, fallback: T, paneId?: string): [T, (value: T) => void] {
-  const { state, dispatch } = useAppState();
+  const dispatch = useAppDispatch();
   const scopedPaneId = paneId ?? usePaneInstanceId();
-  const value = (state.paneState[scopedPaneId]?.[key] as T | undefined) ?? fallback;
-  const setValue = (nextValue: T) => {
+  const value = useAppSelector((state) => (
+    (state.paneState[scopedPaneId]?.[key] as T | undefined) ?? fallback
+  ));
+  const setValue = useCallback((nextValue: T) => {
     dispatch({ type: "UPDATE_PANE_STATE", paneId: scopedPaneId, patch: { [key]: nextValue } });
-  };
+  }, [dispatch, key, scopedPaneId]);
   return [value, setValue];
 }
 
@@ -967,6 +1047,24 @@ export function AppProvider({
     createInitialState(config, initialSessionSnapshot)
   ));
   const previousRecentTickers = useRef(state.recentTickers);
+  const stateRef = useRef(state);
+  const listenersRef = useRef(new Set<() => void>());
+  const storeRef = useRef<AppContextStoreValue | null>(null);
+
+  stateRef.current = state;
+
+  if (!storeRef.current) {
+    storeRef.current = {
+      dispatch,
+      getState: () => stateRef.current,
+      subscribe: (listener) => {
+        listenersRef.current.add(listener);
+        return () => {
+          listenersRef.current.delete(listener);
+        };
+      },
+    };
+  }
 
   useEffect(() => {
     if (previousRecentTickers.current !== state.recentTickers) {
@@ -975,7 +1073,14 @@ export function AppProvider({
     }
   }, [state.config, state.recentTickers]);
 
+  useLayoutEffect(() => {
+    stateRef.current = state;
+    for (const listener of listenersRef.current) {
+      listener();
+    }
+  }, [state]);
+
   usePersistSessionSnapshot(sessionStore, state, APP_SESSION_ID, APP_SESSION_SCHEMA_VERSION);
 
-  return <AppContext value={{ state, dispatch }}>{children}</AppContext>;
+  return <AppContext value={storeRef.current}>{children}</AppContext>;
 }

package/src/state/selectors.ts

@@ -35,6 +35,31 @@ export function getCollectionTickers(state: AppState, collectionId: string | nul
   return [];
 }
 
+export function getCollectionTickerCount(state: AppState, collectionId: string | null): number {
+  if (!collectionId) return 0;
+
+  let count = 0;
+  if (state.config.portfolios.some((portfolio) => portfolio.id === collectionId)) {
+    for (const ticker of state.tickers.values()) {
+      if (ticker.metadata.portfolios.includes(collectionId)) {
+        count += 1;
+      }
+    }
+    return count;
+  }
+
+  if (state.config.watchlists.some((watchlist) => watchlist.id === collectionId)) {
+    for (const ticker of state.tickers.values()) {
+      if (ticker.metadata.watchlists.includes(collectionId)) {
+        count += 1;
+      }
+    }
+    return count;
+  }
+
+  return 0;
+}
+
 export function getCollectionName(state: AppState, collectionId: string | null): string {
   if (!collectionId) return "";
   const portfolio = state.config.portfolios.find((entry) => entry.id === collectionId);

package/src/theme/colors.ts

@@ -86,26 +86,26 @@ export function commandBarSelectedText(): string {
 
 /** Background for docked pane bodies */
 export function paneBg(focused: boolean): string {
-  if (focused) return colors.bg;
-  return colors.panel;
+  if (focused) return blendHex(colors.bg, colors.borderFocused, 0.06);
+  return blendHex(colors.panel, colors.border, 0.08);
 }
 
 /** Background for floating pane bodies — elevated above docked panes */
 export function floatingPaneBg(focused: boolean): string {
-  if (focused) return blendHex(colors.bg, colors.border, 0.12);
-  return blendHex(colors.panel, colors.border, 0.35);
+  if (focused) return blendHex(colors.bg, colors.borderFocused, 0.08);
+  return blendHex(colors.panel, colors.border, 0.18);
 }
 
 /** Background for pane title bars */
 export function paneTitleBg(focused: boolean): string {
-  if (focused) return blendHex(colors.bg, colors.borderFocused, 0.15);
-  return blendHex(colors.panel, colors.border, 0.25);
+  if (focused) return blendHex(colors.bg, colors.borderFocused, 0.22);
+  return blendHex(colors.panel, colors.border, 0.15);
 }
 
 /** Background for floating pane title bars */
 export function floatingPaneTitleBg(focused: boolean): string {
-  if (focused) return blendHex(colors.bg, colors.borderFocused, 0.18);
-  return blendHex(colors.panel, colors.border, 0.4);
+  if (focused) return blendHex(colors.bg, colors.borderFocused, 0.25);
+  return blendHex(colors.panel, colors.border, 0.25);
 }
 
 /** Title text color for panes */

package/src/theme/themes.test.ts

@@ -6,6 +6,7 @@ import { DEFAULT_THEME, themes } from "./themes";
 const BODY_TEXT_MIN = 4.5;
 const SUBTLE_TEXT_MIN = 3.6;
 const CHROME_TEXT_MIN = 4.5;
+const SELECTED_SURFACE_MIN = 1.75;
 
 function assertMinContrast(themeId: string, label: string, fg: string, bg: string, min: number): void {
   const ratio = contrastRatio(fg, bg);
@@ -28,6 +29,7 @@ describe("theme contrast", () => {
         assertMinContrast(id, `positive/${surfaceLabel}`, theme.positive, surface, SUBTLE_TEXT_MIN);
         assertMinContrast(id, `negative/${surfaceLabel}`, theme.negative, surface, SUBTLE_TEXT_MIN);
         assertMinContrast(id, `neutral/${surfaceLabel}`, theme.neutral, surface, SUBTLE_TEXT_MIN);
+        assertMinContrast(id, `selected/${surfaceLabel}`, theme.selected, surface, SELECTED_SURFACE_MIN);
       }
 
       assertMinContrast(id, "headerText/header", theme.headerText, theme.header, BODY_TEXT_MIN);

package/src/theme/themes.ts

@@ -28,6 +28,10 @@ export interface Theme {
   commandBorder: string;
 }
 
+const BODY_TEXT_MIN = 4.5;
+const SUBTLE_TEXT_MIN = 3.6;
+const SELECTED_SURFACE_MIN = 1.75;
+
 function highestMinimumContrast(surfaces: readonly string[], candidates: readonly string[]): string {
   return candidates.reduce((best, candidate) => {
     const bestScore = Math.min(...surfaces.map((surface) => contrastRatio(best, surface)));
@@ -38,53 +42,60 @@ function highestMinimumContrast(surfaces: readonly string[], candidates: readonl
 
 function normalizeTheme(theme: Theme): Theme {
   const bodySurfaces = [theme.bg, theme.panel] as const;
+  const bodyContrastExtreme = highestMinimumContrast(bodySurfaces, ["#ffffff", "#000000"]);
   const text = blendForContrastOnSurfaces(
     theme.text,
     bodySurfaces,
     highestMinimumContrast(bodySurfaces, [theme.textBright, theme.headerText, "#f2f2f2"]),
-    4.5,
+    BODY_TEXT_MIN,
   );
   const textDim = blendForContrastOnSurfaces(
     theme.textDim,
     bodySurfaces,
     highestMinimumContrast(bodySurfaces, [text, theme.textBright, "#d0d7de"]),
-    4.5,
+    BODY_TEXT_MIN,
   );
   const textMuted = blendForContrastOnSurfaces(
     theme.textMuted,
     bodySurfaces,
     highestMinimumContrast(bodySurfaces, [textDim, text, "#c0c7d1"]),
-    3.6,
+    SUBTLE_TEXT_MIN,
   );
   const positive = blendForContrastOnSurfaces(
     theme.positive,
     bodySurfaces,
     blendHex(theme.positive, theme.textBright, 0.5),
-    3.6,
+    SUBTLE_TEXT_MIN,
   );
   const negative = blendForContrastOnSurfaces(
     theme.negative,
     bodySurfaces,
     blendHex(theme.negative, theme.textBright, 0.45),
-    3.6,
+    SUBTLE_TEXT_MIN,
   );
   const neutral = blendForContrastOnSurfaces(
     theme.neutral,
     bodySurfaces,
     highestMinimumContrast(bodySurfaces, [textDim, text, "#c0c7d1"]),
-    3.6,
+    SUBTLE_TEXT_MIN,
+  );
+  const selected = blendForContrastOnSurfaces(
+    theme.selected,
+    bodySurfaces,
+    blendHex(theme.selected, bodyContrastExtreme, 0.62),
+    SELECTED_SURFACE_MIN,
   );
   const headerText = blendForContrast(
     theme.headerText,
     theme.header,
     higherContrast(text, theme.textBright, theme.header),
-    4.5,
+    BODY_TEXT_MIN,
   );
   const selectedText = blendForContrast(
     theme.selectedText,
-    theme.selected,
-    higherContrast(text, theme.textBright, theme.selected),
-    4.5,
+    selected,
+    highestMinimumContrast([selected], [text, theme.textBright, "#f2f2f2"]),
+    BODY_TEXT_MIN,
   );
 
   return {
@@ -96,6 +107,7 @@ function normalizeTheme(theme: Theme): Theme {
     negative,
     neutral,
     headerText,
+    selected,
     selectedText,
   };
 }

package/src/types/broker.ts

@@ -1,5 +1,6 @@
 import type { Quote, TickerFinancials, PricePoint, OptionsChain } from "./financials";
 import type { TimeRange } from "../components/chart/chart-types";
+import type { ChartResolutionSupport, ManualChartResolution } from "../components/chart/chart-resolution";
 import type { BrokerInstanceConfig } from "./config";
 import type { QuoteSubscriptionTarget } from "./data-provider";
 import type { BrokerContractRef, InstrumentSearchResult } from "./instrument";
@@ -78,8 +79,28 @@ export interface BrokerAdapter {
   getTickerFinancials?(ticker: string, instance: BrokerInstanceConfig, exchange?: string, instrument?: BrokerContractRef | null): Promise<TickerFinancials>;
   getQuote?(ticker: string, instance: BrokerInstanceConfig, exchange?: string, instrument?: BrokerContractRef | null): Promise<Quote>;
   getPriceHistory?(ticker: string, instance: BrokerInstanceConfig, exchange: string, range: TimeRange, instrument?: BrokerContractRef | null): Promise<PricePoint[]>;
+  getPriceHistoryForResolution?(
+    ticker: string,
+    instance: BrokerInstanceConfig,
+    exchange: string,
+    bufferRange: TimeRange,
+    resolution: ManualChartResolution,
+    instrument?: BrokerContractRef | null,
+  ): Promise<PricePoint[]>;
   /** Fetch higher-resolution price data for a specific date window (e.g. when zoomed in). */
   getDetailedPriceHistory?(ticker: string, instance: BrokerInstanceConfig, exchange: string, startDate: Date, endDate: Date, barSize: string, instrument?: BrokerContractRef | null): Promise<PricePoint[]>;
+  getChartResolutionSupport?(
+    ticker: string,
+    instance: BrokerInstanceConfig,
+    exchange?: string,
+    instrument?: BrokerContractRef | null,
+  ): Promise<ChartResolutionSupport[]> | ChartResolutionSupport[];
+  getChartResolutionCapabilities?(
+    ticker: string,
+    instance: BrokerInstanceConfig,
+    exchange?: string,
+    instrument?: BrokerContractRef | null,
+  ): Promise<ManualChartResolution[]> | ManualChartResolution[];
   getOptionsChain?(ticker: string, instance: BrokerInstanceConfig, exchange?: string, expirationDate?: number, instrument?: BrokerContractRef | null): Promise<OptionsChain>;
   subscribeQuotes?(
     instance: BrokerInstanceConfig,

package/src/types/config.ts

@@ -149,7 +149,13 @@ export const DEFAULT_LAYOUT: LayoutConfig = {
     kind: "split",
     axis: "horizontal",
     ratio: 0.4,
-    first: { kind: "pane", instanceId: "portfolio-list:main" },
+    first: {
+      kind: "split",
+      axis: "vertical",
+      ratio: 0.5,
+      first: { kind: "pane", instanceId: "portfolio-list:main" },
+      second: { kind: "pane", instanceId: "chat:main" },
+    },
     second: { kind: "pane", instanceId: "ticker-detail:main" },
   },
   instances: [
@@ -172,9 +178,19 @@ export const DEFAULT_LAYOUT: LayoutConfig = {
       settings: {
         hideTabs: false,
         lockedTabId: "overview",
+        chartRangePreset: "5Y",
+        chartResolution: "1wk",
       },
       binding: { kind: "follow", sourceInstanceId: "portfolio-list:main" },
     },
+    {
+      instanceId: "chat:main",
+      paneId: "chat",
+      settings: {
+        hideTabs: false,
+      },
+      binding: { kind: "none" },
+    },
   ],
   floating: [],
 };

package/src/types/data-provider.ts

@@ -1,5 +1,6 @@
 import type { Quote, Fundamentals, TickerFinancials, PricePoint, OptionsChain } from "./financials";
 import type { TimeRange } from "../components/chart/chart-types";
+import type { ChartResolutionSupport, ManualChartResolution } from "../components/chart/chart-resolution";
 import type { BrokerContractRef, InstrumentSearchResult } from "./instrument";
 import type { CachePolicyMap } from "./persistence";
 
@@ -71,8 +72,25 @@ export interface DataProvider {
   /** Fetch article summary/description by URL (lazy-loaded on selection) */
   getArticleSummary(url: string): Promise<string | null>;
   getPriceHistory(ticker: string, exchange: string, range: TimeRange, context?: MarketDataRequestContext): Promise<PricePoint[]>;
+  getPriceHistoryForResolution?(
+    ticker: string,
+    exchange: string,
+    bufferRange: TimeRange,
+    resolution: ManualChartResolution,
+    context?: MarketDataRequestContext,
+  ): Promise<PricePoint[]>;
   /** Fetch higher-resolution price data for a specific date window (e.g. when zoomed in). */
   getDetailedPriceHistory?(ticker: string, exchange: string, startDate: Date, endDate: Date, barSize: string, context?: MarketDataRequestContext): Promise<PricePoint[]>;
+  getChartResolutionSupport?(
+    ticker: string,
+    exchange?: string,
+    context?: MarketDataRequestContext,
+  ): Promise<ChartResolutionSupport[]> | ChartResolutionSupport[];
+  getChartResolutionCapabilities?(
+    ticker: string,
+    exchange?: string,
+    context?: MarketDataRequestContext,
+  ): Promise<ManualChartResolution[]> | ManualChartResolution[];
   getOptionsChain?(ticker: string, exchange?: string, expirationDate?: number, context?: MarketDataRequestContext): Promise<OptionsChain>;
   subscribeQuotes?(
     targets: QuoteSubscriptionTarget[],