gloomberb 0.4.1 → 0.5.0

package/src/plugins/builtin/analytics/index.test.tsx

@@ -0,0 +1,300 @@
+import { afterEach, beforeEach, describe, expect, test } from "bun:test";
+import { act, useReducer, type ReactElement } from "react";
+import { testRender } from "@opentui/react/test-utils";
+import {
+  AppContext,
+  appReducer,
+  createInitialState,
+  PaneInstanceProvider,
+} from "../../../state/app-context";
+import { setSharedMarketDataCoordinator } from "../../../market-data/coordinator";
+import { cloneLayout, createDefaultConfig, type AppConfig } from "../../../types/config";
+import type { TickerFinancials } from "../../../types/financials";
+import type { TickerRecord } from "../../../types/ticker";
+import type { BrokerAccount } from "../../../types/trading";
+import { analyticsPlugin } from "./index";
+
+const TEST_PANE_ID = "analytics:test";
+const BROKER_PORTFOLIO_ID = "broker:ibkr-flex:DU12345";
+
+let testSetup: Awaited<ReturnType<typeof testRender>> | undefined;
+let harnessState: ReturnType<typeof createInitialState> | null = null;
+
+const AnalyticsPane = analyticsPlugin.panes![0]!.component as (props: {
+  paneId: string;
+  paneType: string;
+  focused: boolean;
+  width: number;
+  height: number;
+}) => ReactElement;
+
+function createAnalyticsConfig(initialPortfolioId: string): AppConfig {
+  const baseConfig = createDefaultConfig("/tmp/gloomberb-analytics");
+  const layout: AppConfig["layout"] = {
+    dockRoot: { kind: "pane", instanceId: TEST_PANE_ID },
+    instances: [{
+      instanceId: TEST_PANE_ID,
+      paneId: "analytics",
+      binding: { kind: "none" },
+      params: { portfolioId: initialPortfolioId },
+    }],
+    floating: [],
+  };
+
+  return {
+    ...baseConfig,
+    portfolios: [
+      { id: "main", name: "Main Portfolio", currency: "USD" },
+      {
+        id: BROKER_PORTFOLIO_ID,
+        name: "Flex DU12345",
+        currency: "USD",
+        brokerId: "ibkr",
+        brokerInstanceId: "ibkr-flex",
+        brokerAccountId: "DU12345",
+      },
+    ],
+    layout,
+    layouts: [{ name: "Default", layout: cloneLayout(layout) }],
+  };
+}
+
+function createSharedTicker(): TickerRecord {
+  return {
+    metadata: {
+      ticker: "AAPL",
+      exchange: "NASDAQ",
+      currency: "USD",
+      name: "Apple",
+      sector: "Technology",
+      portfolios: ["main", BROKER_PORTFOLIO_ID],
+      watchlists: [],
+      positions: [
+        {
+          portfolio: "main",
+          shares: 10,
+          avgCost: 100,
+          currency: "USD",
+          broker: "manual",
+          marketValue: 1200,
+          unrealizedPnl: 200,
+        },
+        {
+          portfolio: BROKER_PORTFOLIO_ID,
+          shares: 10,
+          avgCost: 100,
+          currency: "USD",
+          broker: "ibkr",
+          brokerInstanceId: "ibkr-flex",
+          brokerAccountId: "DU12345",
+          marketValue: 1250,
+          unrealizedPnl: 250,
+        },
+      ],
+      custom: {},
+      tags: [],
+    },
+  };
+}
+
+function createFinancials(price: number): TickerFinancials {
+  return {
+    annualStatements: [],
+    quarterlyStatements: [],
+    priceHistory: [],
+    quote: {
+      symbol: "AAPL",
+      price,
+      currency: "USD",
+      change: price - 130,
+      changePercent: ((price - 130) / 130) * 100,
+      previousClose: 130,
+      lastUpdated: Date.now(),
+    },
+  };
+}
+
+function AnalyticsHarness({
+  config,
+  brokerAccounts,
+  financials,
+}: {
+  config: AppConfig;
+  brokerAccounts?: Record<string, BrokerAccount[]>;
+  financials?: TickerFinancials;
+}) {
+  const initialState = createInitialState(config);
+  initialState.focusedPaneId = TEST_PANE_ID;
+  initialState.paneState[TEST_PANE_ID] = {
+    portfolioId: config.layout.instances[0]?.params?.portfolioId,
+  };
+  initialState.tickers = new Map([["AAPL", createSharedTicker()]]);
+  initialState.brokerAccounts = brokerAccounts ?? {};
+  if (financials) {
+    initialState.financials = new Map([["AAPL", financials]]);
+  }
+
+  const [state, dispatch] = useReducer(appReducer, initialState);
+  harnessState = state;
+
+  return (
+    <AppContext value={{ state, dispatch }}>
+      <PaneInstanceProvider paneId={TEST_PANE_ID}>
+        <AnalyticsPane
+          paneId={TEST_PANE_ID}
+          paneType="analytics"
+          focused
+          width={100}
+          height={24}
+        />
+      </PaneInstanceProvider>
+    </AppContext>
+  );
+}
+
+async function flushFrame() {
+  await act(async () => {
+    await testSetup!.renderOnce();
+  });
+}
+
+function expectBlankLineBetween(frame: string, beforeText: string, afterText: string) {
+  const lines = frame.split("\n");
+  const beforeRow = lines.findIndex((line) => line.includes(beforeText));
+  const afterRow = lines.findIndex((line) => line.includes(afterText));
+
+  expect(beforeRow).toBeGreaterThanOrEqual(0);
+  expect(afterRow).toBe(beforeRow + 2);
+  expect(lines[beforeRow + 1]?.trim()).toBe("");
+}
+
+beforeEach(() => {
+  setSharedMarketDataCoordinator(null);
+});
+
+afterEach(async () => {
+  if (testSetup) {
+    await act(async () => {
+      testSetup!.renderer.destroy();
+    });
+    testSetup = undefined;
+  }
+  harnessState = null;
+  setSharedMarketDataCoordinator(null);
+});
+
+describe("PortfolioAnalyticsPane", () => {
+  test("renders portfolio tabs and filters broker-managed positions to the active portfolio", async () => {
+    await act(async () => {
+      testSetup = await testRender(
+        <AnalyticsHarness config={createAnalyticsConfig(BROKER_PORTFOLIO_ID)} />,
+        { width: 100, height: 24 },
+      );
+      await Promise.resolve();
+      await testSetup.renderOnce();
+    });
+
+    await flushFrame();
+
+    const frame = testSetup!.captureCharFrame();
+    expect(frame).toContain("Main Portfolio");
+    expect(frame).toContain("Flex DU12345");
+    expect(frame).toContain("Val           1.3k");
+    expect(frame).toContain("P&L           +250  (+25.00%)");
+    expect(frame).toContain("Risk / Return");
+    expect(frame).toContain("Sharpe Ratio");
+    expect(frame).toContain("Beta (SPY)");
+    expect(frame).toContain("SECTOR");
+    expectBlankLineBetween(frame, "Beta (SPY)", "Sector Allocation");
+    expect(frame).toContain("Technology");
+    expect(frame).toContain("100.0%");
+    expect(frame).not.toContain("2.5k");
+  });
+
+  test("switches portfolio tabs with the same arrow-key interaction as the portfolio pane", async () => {
+    await act(async () => {
+      testSetup = await testRender(
+        <AnalyticsHarness config={createAnalyticsConfig("main")} />,
+        { width: 100, height: 24 },
+      );
+      await Promise.resolve();
+      await testSetup.renderOnce();
+    });
+
+    await flushFrame();
+    expect(testSetup!.captureCharFrame()).toContain("Val           1.2k");
+
+    await act(async () => {
+      testSetup!.mockInput.pressArrow("right");
+      await testSetup!.renderOnce();
+    });
+    await flushFrame();
+
+    expect(harnessState?.paneState[TEST_PANE_ID]?.portfolioId).toBe(BROKER_PORTFOLIO_ID);
+    expect(testSetup!.captureCharFrame()).toContain("Val           1.3k");
+  });
+
+  test("shows broker cash and margin data when account data is available", async () => {
+    await act(async () => {
+      testSetup = await testRender(
+        <AnalyticsHarness
+          config={createAnalyticsConfig(BROKER_PORTFOLIO_ID)}
+          brokerAccounts={{
+            "ibkr-flex": [{
+              accountId: "DU12345",
+              name: "DU12345",
+              currency: "USD",
+              source: "flex",
+              updatedAt: new Date(2026, 2, 27).getTime(),
+              totalCashValue: -50000,
+              settledCash: -45000,
+              availableFunds: 15000,
+              excessLiquidity: 12000,
+              buyingPower: 30000,
+              netLiquidation: 125000,
+              cashBalances: [
+                { currency: "USD", quantity: -50000, baseValue: -50000, baseCurrency: "USD" },
+              ],
+            }],
+          }}
+        />,
+        { width: 100, height: 24 },
+      );
+      await Promise.resolve();
+      await testSetup.renderOnce();
+    });
+
+    await flushFrame();
+
+    const frame = testSetup!.captureCharFrame();
+    expect(frame).toContain("Net Liq       125k");
+    expect(frame).toContain("Cash          -50k");
+    expect(frame).toContain("Settled       -45k");
+    expect(frame).toContain("Avail         15k");
+    expect(frame).toContain("Excess        12k");
+    expect(frame).toContain("BP            30k");
+    expect(frame).toContain("Source        Flex Mar 27");
+  });
+
+  test("uses the portfolio pane quote math for value, pnl, and return", async () => {
+    await act(async () => {
+      testSetup = await testRender(
+        <AnalyticsHarness
+          config={createAnalyticsConfig(BROKER_PORTFOLIO_ID)}
+          financials={createFinancials(140)}
+        />,
+        { width: 100, height: 24 },
+      );
+      await Promise.resolve();
+      await testSetup.renderOnce();
+    });
+
+    await flushFrame();
+
+    const frame = testSetup!.captureCharFrame();
+    expect(frame).toContain("Val           1.4k");
+    expect(frame).toContain("P&L           +400  (+40.00%)");
+    expect(frame).toContain("Technology               100.0%       1.4k       +400  +40.00%");
+    expect(frame).not.toContain("1.3k");
+  });
+});