gloomberb 0.5.0 → 0.6.0

package/src/types/data-provider.ts

@@ -1,4 +1,13 @@
-import type { Quote, Fundamentals, TickerFinancials, PricePoint, OptionsChain } from "./financials";
+import type {
+  AnalystResearchData,
+  CorporateActionsData,
+  Quote,
+  Fundamentals,
+  TickerFinancials,
+  PricePoint,
+  OptionsChain,
+  HolderData,
+} 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";
@@ -30,9 +39,27 @@ export interface EarningsEvent {
   symbol: string;
   name: string;
   earningsDate: Date;
+  earningsCallDate?: Date | null;
+  isDateEstimate?: boolean | null;
   epsEstimate: number | null;
+  epsLow?: number | null;
+  epsHigh?: number | null;
+  epsYearAgo?: number | null;
+  epsGrowth?: number | null;
+  epsAnalysts?: number | null;
+  epsTrend7dAgo?: number | null;
+  epsTrend30dAgo?: number | null;
+  epsRevisionUp7d?: number | null;
+  epsRevisionUp30d?: number | null;
+  epsRevisionDown7d?: number | null;
+  epsRevisionDown30d?: number | null;
   epsActual: number | null;
   revenueEstimate: number | null;
+  revenueLow?: number | null;
+  revenueHigh?: number | null;
+  revenueYearAgo?: number | null;
+  revenueGrowth?: number | null;
+  revenueAnalysts?: number | null;
   revenueActual: number | null;
   surprise: number | null;
   timing: "BMO" | "AMC" | "TNS" | "";
@@ -66,7 +93,7 @@ export interface QuoteSubscriptionTarget {
   route?: "auto" | "provider" | "broker";
 }
 
-export interface DataProvider {
+export interface AssetDataProvider {
   readonly id: string;
   readonly name: string;
   readonly priority?: number;
@@ -78,8 +105,10 @@ export interface DataProvider {
   getQuote(ticker: string, exchange?: string, context?: MarketDataRequestContext): Promise<Quote>;
   getExchangeRate(fromCurrency: string): Promise<number>;
   search(query: string, context?: SearchRequestContext): Promise<InstrumentSearchResult[]>;
-  getNews(ticker: string, count?: number, exchange?: string, context?: MarketDataRequestContext): Promise<NewsItem[]>;
   getSecFilings?(ticker: string, count?: number, exchange?: string, context?: MarketDataRequestContext): Promise<SecFilingItem[]>;
+  getHolders?(ticker: string, exchange?: string, context?: MarketDataRequestContext): Promise<HolderData>;
+  getAnalystResearch?(ticker: string, exchange?: string, context?: MarketDataRequestContext): Promise<AnalystResearchData>;
+  getCorporateActions?(ticker: string, exchange?: string, context?: MarketDataRequestContext): Promise<CorporateActionsData>;
   getEarningsCalendar?(symbols: string[], context?: MarketDataRequestContext): Promise<EarningsEvent[]>;
   getSecFilingContent?(filing: SecFilingItem): Promise<string | null>;
   /** Fetch article summary/description by URL (lazy-loaded on selection) */
@@ -110,3 +139,5 @@ export interface DataProvider {
     onQuote: (target: QuoteSubscriptionTarget, quote: Quote) => void,
   ): () => void;
 }
+
+export type DataProvider = AssetDataProvider;

package/src/types/desktop-menu.ts

@@ -0,0 +1,13 @@
+export type DesktopApplicationMenuCommand =
+  | { type: "open-command-bar"; query?: string }
+  | { type: "open-plugin-workflow"; commandId: string }
+  | { type: "open-url"; url: string }
+  | { type: "check-for-updates" }
+  | { type: "toggle-status-bar" }
+  | { type: "layout-undo" }
+  | { type: "layout-redo" }
+  | { type: "layout-gridlock" };
+
+export interface DesktopApplicationMenuBridge {
+  subscribe(listener: (command: DesktopApplicationMenuCommand) => void): () => void;
+}

package/src/types/desktop-window.ts

@@ -0,0 +1,29 @@
+import type { PaneRuntimeState } from "../core/state/app-state";
+import type { AppConfig } from "./config";
+
+export interface DesktopSharedStateSnapshot {
+  config: AppConfig;
+  paneState: Record<string, PaneRuntimeState>;
+  focusedPaneId: string | null;
+  activePanel: "left" | "right";
+  statusBarVisible: boolean;
+  layoutChanged?: boolean;
+}
+
+export interface DesktopDockPreviewState {
+  paneId: string | null;
+  edge: "left" | "right" | "top" | "bottom" | null;
+}
+
+export interface DesktopWindowBridge {
+  kind: "main" | "detached";
+  paneId?: string;
+  syncMainState?(snapshot: DesktopSharedStateSnapshot): Promise<void>;
+  replaceDetachedPaneState?(paneId: string, paneState: PaneRuntimeState): Promise<void>;
+  popOutPane?(paneId: string): Promise<void>;
+  dockDetachedPane?(paneId: string): Promise<void>;
+  closeDetachedPane?(paneId: string): Promise<void>;
+  focusDetachedPane?(paneId: string): Promise<void>;
+  subscribeState(listener: (snapshot: DesktopSharedStateSnapshot) => void): () => void;
+  subscribeDockPreview?(listener: (preview: DesktopDockPreviewState) => void): () => void;
+}

package/src/types/financials.ts

@@ -1,6 +1,7 @@
+
 export type MarketState = "PRE" | "REGULAR" | "POST" | "PREPRE" | "POSTPOST" | "CLOSED";
 export type SessionConfidence = "explicit" | "derived" | "unknown";
-export type QuoteDataSource = "live" | "delayed" | "yahoo";
+export type QuoteDataSource = "live" | "delayed" | "snapshot";
 
 export interface QuoteFieldProvenance {
   providerId: string;
@@ -54,7 +55,7 @@ export interface Quote {
   low?: number;
   mark?: number;
   provenance?: QuoteProvenance;
-  /** Where the quote data came from: live broker feed, delayed broker feed, or a fallback like Yahoo. */
+  /** Freshness class for the quote data. Provider identity lives in providerId/provenance. */
   dataSource?: QuoteDataSource;
 }
 
@@ -84,6 +85,126 @@ export interface Fundamentals {
   sharesOutstanding?: number;
 }
 
+export type HolderOwnerType = "institution" | "fund" | "direct" | "insider";
+
+export interface HolderRecord {
+  providerId?: string;
+  ownerType: HolderOwnerType;
+  name: string;
+  reportDate?: string;
+  shares?: number;
+  value?: number;
+  percentHeld?: number;
+  changeShares?: number;
+  changePercent?: number;
+}
+
+export interface HolderSummary {
+  insidersPercentHeld?: number;
+  institutionsPercentHeld?: number;
+  institutionsFloatPercentHeld?: number;
+  institutionsCount?: number;
+}
+
+export interface HolderData {
+  providerId?: string;
+  symbol: string;
+  name?: string;
+  currency?: string;
+  exchange?: string;
+  asOf?: string;
+  summary?: HolderSummary;
+  holders: HolderRecord[];
+}
+
+export interface AnalystPriceTarget {
+  high?: number;
+  median?: number;
+  low?: number;
+  average?: number;
+  current?: number;
+  currency?: string;
+}
+
+export interface AnalystRecommendationTrend {
+  period: string;
+  strongBuy?: number;
+  buy?: number;
+  hold?: number;
+  sell?: number;
+  strongSell?: number;
+}
+
+export interface AnalystRatingRecord {
+  date: string;
+  firm: string;
+  action?: string;
+  current?: string;
+  prior?: string;
+}
+
+export interface AnalystEstimateRecord {
+  date: string;
+  period: string;
+  analysts?: number;
+  average?: number;
+  low?: number;
+  high?: number;
+  yearAgo?: number;
+  growth?: number;
+}
+
+export interface AnalystResearchData {
+  providerId?: string;
+  symbol: string;
+  name?: string;
+  currency?: string;
+  exchange?: string;
+  micCode?: string;
+  exchangeTimezone?: string;
+  priceTarget?: AnalystPriceTarget;
+  recommendationRating?: number;
+  recommendations: AnalystRecommendationTrend[];
+  ratings: AnalystRatingRecord[];
+  earningsEstimates: AnalystEstimateRecord[];
+  revenueEstimates: AnalystEstimateRecord[];
+}
+
+export interface DividendAction {
+  exDate: string;
+  amount: number;
+}
+
+export interface SplitAction {
+  date: string;
+  description?: string;
+  ratio?: number;
+  fromFactor?: number;
+  toFactor?: number;
+}
+
+export interface EarningsAction {
+  date: string;
+  time?: string;
+  epsEstimate?: number;
+  epsActual?: number;
+  difference?: number;
+  surprisePercent?: number;
+}
+
+export interface CorporateActionsData {
+  providerId?: string;
+  symbol: string;
+  name?: string;
+  currency?: string;
+  exchange?: string;
+  micCode?: string;
+  exchangeTimezone?: string;
+  dividends: DividendAction[];
+  splits: SplitAction[];
+  earnings: EarningsAction[];
+}
+
 export interface CompanyProfile {
   description?: string;
   sector?: string;

package/src/types/instrument.ts

@@ -1,3 +1,4 @@
+
 export interface BrokerContractRef {
   brokerId: string;
   brokerInstanceId?: string;

package/src/types/news-source.ts

@@ -0,0 +1,9 @@
+export type {
+  NewsArticle,
+  NewsQuery,
+  NewsQueryPhase,
+  NewsQueryState,
+  NewsStoryItem,
+} from "../news/types";
+
+export type { NewsArticle as MarketNewsItem } from "../news/types";

package/src/types/persistence.ts

@@ -1,3 +1,4 @@
+
 export interface CachePolicy {
   staleMs: number;
   expireMs: number;

package/src/types/plugin.ts

@@ -3,6 +3,8 @@ import type { TickerRepository } from "../data/ticker-repository";
 import type { PluginEvents } from "../plugins/event-bus";
 import type { PluginLogger } from "../utils/debug-log";
 import type { BrokerAdapter } from "./broker";
+import type { PluginCapability } from "../capabilities";
+import type { ContextMenuContext, ContextMenuItem } from "./context-menu";
 import type {
   AppConfig,
   BrokerInstanceConfig,
@@ -72,6 +74,7 @@ interface PaneSettingFieldBase {
   key: string;
   label: string;
   description?: string;
+  storage?: "pane" | "plugin";
 }
 
 export interface PaneSettingToggleField extends PaneSettingFieldBase {
@@ -214,9 +217,9 @@ export interface CliLaunchRequest<TLaunchState = unknown> {
   applyConfig(config: AppConfig, env: CliLaunchEnvironment): CliLaunchConfigResult<TLaunchState>;
   applySessionSnapshot?(
     config: AppConfig,
-    snapshot: import("../state/session-persistence").AppSessionSnapshot | null,
+    snapshot: import("../core/state/session-persistence").AppSessionSnapshot | null,
     launchState: TLaunchState | undefined,
-  ): import("../state/session-persistence").AppSessionSnapshot;
+  ): import("../core/state/session-persistence").AppSessionSnapshot;
 }
 
 export type CliDispatchResult =
@@ -293,9 +296,9 @@ export interface DetailTabProps {
 }
 
 export interface DetailTabVisibilityContext {
+  config: AppConfig;
   ticker: TickerRecord | null;
   financials: TickerFinancials | null | undefined;
-  hasIbkrGatewayTrading: boolean;
   hasOptionsChain: boolean;
 }
 
@@ -324,6 +327,13 @@ export interface TickerAction {
   execute: (ticker: TickerRecord, financials: TickerFinancials | null) => void | Promise<void>;
 }
 
+export interface ContextMenuProviderDef {
+  id: string;
+  order?: number;
+  contexts?: ContextMenuContext["kind"][];
+  getItems(context: ContextMenuContext): ContextMenuItem[] | null | undefined;
+}
+
 export interface PluginPersistence {
   getState<T = unknown>(key: string, options?: { schemaVersion?: number }): T | null;
   setState(key: string, value: unknown, options?: { schemaVersion?: number }): void;
@@ -379,8 +389,10 @@ export interface AppNotificationRequest {
   duration?: number;
   type?: AppNotificationType;
   toast?: boolean;
-  desktop?: AppDesktopNotificationMode;
+  /** If true, in-app toast stays visible until user dismisses it */
   persistent?: boolean;
+  desktop?: AppDesktopNotificationMode;
+  /** macOS sound name (e.g., "Glass", "Ping", "Hero"). Ignored on other platforms. */
   sound?: string;
   action?: {
     label: string;
@@ -388,22 +400,34 @@ export interface AppNotificationRequest {
   };
 }
 
+export interface BrokerInstanceUpdateOptions {
+  label?: string;
+  enabled?: boolean;
+  replaceConfig?: boolean;
+}
+
 export interface GloomPluginContext {
   registerPane(pane: PaneDef): void;
   registerPaneTemplate(template: PaneTemplateDef): void;
   registerCommand(command: CommandDef): void;
   registerColumn(column: CustomColumnDef): void;
   registerBroker(broker: BrokerAdapter): void;
-  registerDataProvider(provider: DataProvider): void;
+  registerCapability(capability: PluginCapability): void;
   registerDetailTab(tab: DetailTabDef): void;
   registerShortcut(shortcut: KeyboardShortcut): void;
   registerTickerAction(action: TickerAction): void;
+  registerContextMenuProvider(provider: ContextMenuProviderDef): void;
+  watchNewsQuery?(
+    query: import("./news-source").NewsQuery,
+    listener: (state: import("./news-source").NewsQueryState) => void,
+  ): () => void;
 
   getData(ticker: string): TickerFinancials | null;
   getTicker(ticker: string): TickerRecord | null;
   getConfig(): import("./config").AppConfig;
+  getPaneDef(paneId: string): PaneDef | undefined;
 
-  readonly dataProvider: DataProvider;
+  readonly marketData: DataProvider;
   readonly tickerRepository: TickerRepository;
   readonly persistence: PluginPersistence;
   readonly log: PluginLogger;
@@ -412,7 +436,7 @@ export interface GloomPluginContext {
   readonly paneSettings: PluginPaneSettingsState;
 
   createBrokerInstance(brokerType: string, label: string, values: Record<string, unknown>): Promise<BrokerInstanceConfig>;
-  updateBrokerInstance(instanceId: string, values: Record<string, unknown>): Promise<void>;
+  updateBrokerInstance(instanceId: string, values: Record<string, unknown>, options?: BrokerInstanceUpdateOptions): Promise<void>;
   syncBrokerInstance(instanceId: string): Promise<void>;
   removeBrokerInstance(instanceId: string): Promise<void>;
 
@@ -451,7 +475,7 @@ export interface GloomPlugin {
   panes?: PaneDef[];
   paneTemplates?: PaneTemplateDef[];
   broker?: BrokerAdapter;
-  dataProvider?: DataProvider;
+  capabilities?: PluginCapability[];
   slots?: Partial<{
     [K in keyof GloomSlots]: (props: GloomSlots[K]) => ReactNode;
   }>;

package/src/ui/ascii-font.ts

@@ -0,0 +1,85 @@
+export type AsciiFontName = "tiny" | "wordmark";
+
+type TinyFontChar = readonly [string, string];
+
+const TINY_FONT: Record<string, TinyFontChar> = {
+  A: ["▄▀█", "█▀█"],
+  B: ["█▄▄", "█▄█"],
+  C: ["█▀▀", "█▄▄"],
+  D: ["█▀▄", "█▄▀"],
+  E: ["█▀▀", "██▄"],
+  F: ["█▀▀", "█▀ "],
+  G: ["█▀▀", "█▄█"],
+  H: ["█ █", "█▀█"],
+  I: ["█", "█"],
+  J: ["  █", "█▄█"],
+  K: ["█▄▀", "█ █"],
+  L: ["█  ", "█▄▄"],
+  M: ["█▀▄▀█", "█ ▀ █"],
+  N: ["█▄ █", "█ ▀█"],
+  O: ["█▀█", "█▄█"],
+  P: ["█▀█", "█▀▀"],
+  Q: ["█▀█", "▀▀█"],
+  R: ["█▀█", "█▀▄"],
+  S: ["█▀▀", "▄▄█"],
+  T: ["▀█▀", " █ "],
+  U: ["█ █", "█▄█"],
+  V: ["█ █", "▀▄▀"],
+  W: ["█ █ █", "▀▄▀▄▀"],
+  X: ["▀▄▀", "█ █"],
+  Y: ["█▄█", " █ "],
+  Z: ["▀█", "█▄"],
+  "0": ["▞█▚", "▚█▞"],
+  "1": ["▄█", " █"],
+  "2": ["▀█", "█▄"],
+  "3": ["▀▀█", "▄██"],
+  "4": ["█ █", "▀▀█"],
+  "5": ["█▀", "▄█"],
+  "6": ["█▄▄", "█▄█"],
+  "7": ["▀▀█", "  █"],
+  "8": ["███", "█▄█"],
+  "9": ["█▀█", "▀▀█"],
+  "!": ["█", "▄"],
+  "?": ["▀█", " ▄"],
+  ".": [" ", "▄"],
+  "+": ["▄█▄", " ▀ "],
+  "-": ["▄▄", "  "],
+  _: ["  ", "▄▄"],
+  "=": ["▀▀", "▀▀"],
+  "@": ["▛█▜", "▙▟▃"],
+  "#": ["▟▄▙", "▜▀▛"],
+  $: ["▖█▗", "▘█▝"],
+  "%": ["▀ ▄▀", "▄▀ ▄"],
+  "&": ["▄▄█", "█▄█"],
+  "(": ["▄▀", "▀▄"],
+  ")": ["▀▄", "▄▀"],
+  "/": ["  ▄▀", "▄▀  "],
+  ":": ["▀", "▄"],
+  ";": ["  ", "▄▀"],
+  ",": [" ", "█"],
+  "'": ["▀", " "],
+  "\"": ["▛ ▜", "   "],
+  " ": [" ", " "],
+};
+
+const GLOOMBERB_WORDMARK = [
+  "▞▀▖▜           ▌        ▌  ",
+  "▌▄▖▐ ▞▀▖▞▀▖▛▚▀▖▛▀▖▞▀▖▙▀▖▛▀▖",
+  "▌ ▌▐ ▌ ▌▌ ▌▌▐ ▌▌ ▌▛▀ ▌  ▌ ▌",
+  "▝▀  ▘▝▀ ▝▀ ▘▝ ▘▀▀ ▝▀▘▘  ▀▀ ",
+];
+
+export function renderAsciiText(text: string, font: AsciiFontName = "tiny"): string[] {
+  if (font === "wordmark") {
+    return text.trim().toLowerCase() === "gloomberb" ? GLOOMBERB_WORDMARK : [text];
+  }
+
+  const lines = ["", ""];
+  for (let index = 0; index < text.length; index += 1) {
+    const glyph = TINY_FONT[text[index]!.toUpperCase()] ?? TINY_FONT[" "]!;
+    const spacer = index < text.length - 1 ? " " : "";
+    lines[0] += `${glyph[0]}${spacer}`;
+    lines[1] += `${glyph[1]}${spacer}`;
+  }
+  return lines;
+}

package/src/ui/context-menu.test.ts

@@ -0,0 +1,94 @@
+import { describe, expect, test } from "bun:test";
+import type { PluginRegistry } from "../plugins/registry";
+import type { ContextMenuItem } from "../types/context-menu";
+import type { TickerRecord } from "../types/ticker";
+import {
+  editableTextContextMenuItems,
+  linkContextMenuItems,
+  tickerContextMenuItems,
+} from "./context-menu";
+
+function ticker(overrides: Partial<TickerRecord["metadata"]> = {}): TickerRecord {
+  return {
+    metadata: {
+      ticker: "AAPL",
+      exchange: "NASDAQ",
+      currency: "USD",
+      name: "Apple",
+      portfolios: [],
+      watchlists: [],
+      positions: [],
+      custom: {},
+      tags: [],
+      ...overrides,
+    },
+  };
+}
+
+function menuLabels(items: ContextMenuItem[]): string[] {
+  return items.flatMap((item) => item.type === "divider" ? [] : [item.label ?? ""]);
+}
+
+describe("context menu item builders", () => {
+  test("editable text menu returns native edit roles", () => {
+    expect(editableTextContextMenuItems().map((item) => item.type === "role" ? item.role : "divider")).toEqual([
+      "undo",
+      "redo",
+      "divider",
+      "cut",
+      "copy",
+      "paste",
+      "divider",
+      "selectAll",
+    ]);
+  });
+
+  test("link menu includes open and copy actions", () => {
+    const labels = menuLabels(linkContextMenuItems({
+      url: "https://example.com",
+      open: () => {},
+      copy: () => {},
+    }));
+
+    expect(labels).toEqual(["Open Link", "Copy Link"]);
+  });
+
+  test("ticker menu includes plugin ticker actions and hides remove actions without memberships", () => {
+    const registry = {
+      tickerActions: new Map([
+        ["alert", {
+          id: "alert",
+          label: "Set Alert",
+          execute: () => {},
+        }],
+      ]),
+      navigateTicker: () => {},
+      pinTicker: () => {},
+      openCommandBar: () => {},
+    } as unknown as PluginRegistry;
+
+    const labels = menuLabels(tickerContextMenuItems({
+      ticker: ticker(),
+      financials: null,
+      registry,
+      copyText: async () => {},
+    }));
+
+    expect(labels).toContain("Set Alert");
+    expect(labels).toContain("Add to Watchlist...");
+    expect(labels).not.toContain("Remove from Watchlist...");
+    expect(labels).not.toContain("Remove from Portfolio...");
+  });
+
+  test("ticker menu includes remove actions when memberships exist", () => {
+    const labels = menuLabels(tickerContextMenuItems({
+      ticker: ticker({ watchlists: ["watchlist:tech"], portfolios: ["portfolio:main"] }),
+      financials: null,
+      registry: null,
+      copyText: async () => {},
+    }));
+
+    expect(labels).toContain("Remove from Watchlist...");
+    expect(labels).toContain("Remove from Portfolio...");
+  });
+});