gloomberb 0.5.1 → 0.6.0

package/src/plugins/builtin/plugin-groups.ts

@@ -0,0 +1,92 @@
+import type { GloomPlugin, GloomPluginContext } from "../../types/plugin";
+import { comparisonChartPlugin } from "./comparison-chart";
+import { correlationPlugin } from "./correlation";
+import { earningsPlugin } from "./earnings";
+import { registerEconCalendarFeature } from "./econ";
+import { fxMatrixPlugin } from "./fx-matrix";
+import { holdersPlugin } from "./holders";
+import { insiderPlugin } from "./insider";
+import { marketMoversPlugin } from "./market-movers";
+import { optionsPlugin } from "./options";
+import { researchPlugin } from "./research";
+import { secPlugin } from "./sec";
+import { sectorsPlugin } from "./sectors";
+import { registerYieldCurveFeature } from "./yield-curve";
+import { worldIndicesPlugin } from "./world-indices";
+
+type PluginGroupOptions = Pick<
+  GloomPlugin,
+  "id" | "name" | "description" | "toggleable" | "order"
+> & {
+  plugins: GloomPlugin[];
+  setup?: (ctx: GloomPluginContext) => void | Promise<void>;
+};
+
+function createPluginGroup(options: PluginGroupOptions): GloomPlugin {
+  return {
+    id: options.id,
+    name: options.name,
+    version: "1.0.0",
+    description: options.description,
+    toggleable: options.toggleable,
+    order: options.order,
+    cliCommands: options.plugins.flatMap((plugin) => plugin.cliCommands ?? []),
+    panes: options.plugins.flatMap((plugin) => plugin.panes ?? []),
+    paneTemplates: options.plugins.flatMap((plugin) => plugin.paneTemplates ?? []),
+    capabilities: options.plugins.flatMap((plugin) => plugin.capabilities ?? []),
+
+    async setup(ctx) {
+      await options.setup?.(ctx);
+      for (const plugin of options.plugins) {
+        await plugin.setup?.(ctx);
+      }
+    },
+
+    dispose() {
+      for (const plugin of [...options.plugins].reverse()) {
+        plugin.dispose?.();
+      }
+    },
+  };
+}
+
+export const companyResearchPlugin = createPluginGroup({
+  id: "company-research",
+  name: "Company Research",
+  description: "Options, SEC filings, ownership, insider activity, analyst research, and corporate actions.",
+  toggleable: true,
+  plugins: [
+    optionsPlugin,
+    researchPlugin,
+    holdersPlugin,
+    secPlugin,
+    insiderPlugin,
+  ],
+});
+
+export const marketOverviewPlugin = createPluginGroup({
+  id: "market-overview",
+  name: "Market Overview",
+  description: "Global indices, movers, sectors, FX, comparison charts, and correlations.",
+  toggleable: true,
+  plugins: [
+    comparisonChartPlugin,
+    correlationPlugin,
+    worldIndicesPlugin,
+    marketMoversPlugin,
+    sectorsPlugin,
+    fxMatrixPlugin,
+  ],
+});
+
+export const macroPlugin = createPluginGroup({
+  id: "macro",
+  name: "Macro",
+  description: "Economic calendar, yield curve, and earnings calendar.",
+  toggleable: true,
+  plugins: [earningsPlugin],
+  setup(ctx) {
+    registerEconCalendarFeature(ctx);
+    registerYieldCurveFeature(ctx);
+  },
+});

package/src/plugins/builtin/portfolio-list/header.tsx

@@ -1,13 +1,17 @@
-import { memo, useEffect, useMemo, useRef, useState, useSyncExternalStore } from "react";
-import { TextAttributes } from "@opentui/core";
+import { Box, ScrollBox, Text } from "../../../ui";
+import { memo, useEffect, useMemo, useRef, useState } from "react";
+import { TextAttributes } from "../../../ui";
 import type { AppState } from "../../../state/app-context";
 import { colors, priceColor } from "../../../theme/colors";
+import type { BrokerConnectionStatus } from "../../../types/broker";
 import type { TickerFinancials } from "../../../types/financials";
 import type { Portfolio, TickerRecord } from "../../../types/ticker";
+import type { BrokerAccount } from "../../../types/trading";
 import { formatCompact, formatPercentRaw, padTo } from "../../../utils/format";
 import { formatMarketQuantity } from "../../../utils/market-format";
 import { getMostRecentQuoteUpdate } from "../../../utils/quote-time";
-import { ibkrGatewayManager } from "../../ibkr/gateway-service";
+import { getBrokerInstance } from "../../../utils/broker-instances";
+import { usePluginBrokerActions } from "../../plugin-runtime";
 import { calculatePortfolioSummaryTotals } from "./metrics";
 import {
   buildDrawerMetricSegments,
@@ -26,9 +30,40 @@ export function usePortfolioAccountState(
   state: Pick<AppState, "config" | "brokerAccounts">,
 ): ResolvedPortfolioAccountState | null {
   const instanceId = portfolio?.brokerInstanceId;
-  const snapshot = useSyncExternalStore(
-    (listener) => ibkrGatewayManager.subscribe(instanceId, listener),
-    () => ibkrGatewayManager.getSnapshot(instanceId),
+  const brokerInstance = useMemo(
+    () => instanceId ? getBrokerInstance(state.config.brokerInstances, instanceId) : null,
+    [instanceId, state.config.brokerInstances],
+  );
+  const { getBrokerAdapter } = usePluginBrokerActions();
+  const broker = brokerInstance ? getBrokerAdapter(brokerInstance.brokerType) : null;
+  const [liveStatus, setLiveStatus] = useState<BrokerConnectionStatus | null>(null);
+  useEffect(() => {
+    const readStatus = () => brokerInstance && broker?.getStatus ? broker.getStatus(brokerInstance) : null;
+    setLiveStatus(readStatus());
+    if (!brokerInstance || !broker?.subscribeStatus) return;
+    return broker.subscribeStatus(brokerInstance, () => {
+      setLiveStatus(readStatus());
+    });
+  }, [broker, brokerInstance]);
+  const [liveAccounts, setLiveAccounts] = useState<BrokerAccount[]>([]);
+  useEffect(() => {
+    let cancelled = false;
+    setLiveAccounts([]);
+    if (!brokerInstance || !broker?.listAccounts || liveStatus?.state !== "connected") return;
+    broker.listAccounts(brokerInstance)
+      .then((accounts) => {
+        if (!cancelled) setLiveAccounts(accounts);
+      })
+      .catch(() => {
+        if (!cancelled) setLiveAccounts([]);
+      });
+    return () => {
+      cancelled = true;
+    };
+  }, [broker, brokerInstance, liveStatus?.state, liveStatus?.updatedAt]);
+  const snapshot = useMemo(
+    () => ({ status: liveStatus, accounts: liveAccounts }),
+    [liveAccounts, liveStatus],
   );
   return useMemo(
     () => resolvePortfolioAccountState(portfolio, state, snapshot),
@@ -54,7 +89,7 @@ export function PortfolioCashMarginDrawer({
 
   if (!expanded) {
     return (
-      <box
+      <Box
         width={width}
         height={drawerHeight}
         flexDirection="row"
@@ -69,10 +104,10 @@ export function PortfolioCashMarginDrawer({
           event.stopPropagation();
         }}
       >
-        <text fg={colors.textBright} attributes={TextAttributes.BOLD}>{"▸ Cash & Margin"}</text>
-        <box flexGrow={1} />
-        <text fg={colors.textDim}>{padTo(previewText, Math.max(0, width - 17), "right")}</text>
-      </box>
+        <Text fg={colors.textBright} attributes={TextAttributes.BOLD}>{"▸ Cash & Margin"}</Text>
+        <Box flexGrow={1} />
+        <Text fg={colors.textDim}>{padTo(previewText, Math.max(0, width - 17), "right")}</Text>
+      </Box>
     );
   }
 
@@ -80,8 +115,8 @@ export function PortfolioCashMarginDrawer({
   const currencyRowsHeight = Math.max(1, drawerHeight - 2);
 
   return (
-    <box flexDirection="column" height={drawerHeight}>
-      <box
+    <Box flexDirection="column" height={drawerHeight}>
+      <Box
         width={width}
         height={1}
         flexDirection="row"
@@ -96,29 +131,29 @@ export function PortfolioCashMarginDrawer({
           event.stopPropagation();
         }}
       >
-        <text fg={colors.textBright} attributes={TextAttributes.BOLD}>{"▾ Cash & Margin"}</text>
-        <box flexGrow={1} />
-        <text fg={colors.textDim}>{accountState.sourceLabel}</text>
-      </box>
-      <box height={1} overflow="hidden">
+        <Text fg={colors.textBright} attributes={TextAttributes.BOLD}>{"▾ Cash & Margin"}</Text>
+        <Box flexGrow={1} />
+        <Text fg={colors.textDim}>{accountState.sourceLabel}</Text>
+      </Box>
+      <Box height={1} overflow="hidden">
         {renderSummarySegments(metricSegments, width)}
-      </box>
-      <scrollbox height={currencyRowsHeight} scrollY focusable={false}>
+      </Box>
+      <ScrollBox height={currencyRowsHeight} scrollY focusable={false}>
         {accountState.visibleCashBalances.length === 0 ? (
-          <text fg={colors.textDim}>No non-zero cash balances.</text>
+          <Text fg={colors.textDim}>No non-zero cash balances.</Text>
         ) : (
           accountState.visibleCashBalances.map((balance) => (
-            <box key={balance.currency} height={1} flexDirection="row">
-              <text fg={colors.textBright}>{padTo(balance.currency, 4)}</text>
-              <text fg={colors.textDim}>{" qty "}</text>
-              <text fg={colors.text}>{padTo(formatMarketQuantity(balance.quantity, { isCashBalance: true, maxWidth: 14 }), 14, "right")}</text>
-              <text fg={colors.textDim}>{"  value "}</text>
-              <text fg={colors.text}>{padTo(balance.baseValue != null ? formatCompact(balance.baseValue) : "—", 10, "right")}</text>
-            </box>
+            <Box key={balance.currency} height={1} flexDirection="row">
+              <Text fg={colors.textBright}>{padTo(balance.currency, 4)}</Text>
+              <Text fg={colors.textDim}>{" qty "}</Text>
+              <Text fg={colors.text}>{padTo(formatMarketQuantity(balance.quantity, { isCashBalance: true, maxWidth: 14 }), 14, "right")}</Text>
+              <Text fg={colors.textDim}>{"  value "}</Text>
+              <Text fg={colors.text}>{padTo(balance.baseValue != null ? formatCompact(balance.baseValue) : "—", 10, "right")}</Text>
+            </Box>
           ))
         )}
-      </scrollbox>
-    </box>
+      </ScrollBox>
+    </Box>
   );
 }
 
@@ -187,13 +222,13 @@ export const PortfolioSummaryBar = memo(function PortfolioSummaryBar({
   if (!isPortfolio) {
     if (totals.watchlistCount === 0) return null;
     return (
-      <box flexDirection="row" height={1} width={width} justifyContent="flex-start" overflow="hidden">
-        <text fg={colors.textDim}>{"Avg Day "}</text>
-        <text fg={priceColor(totals.avgWatchlistChange)} attributes={TextAttributes.BOLD}>
+      <Box flexDirection="row" height={1} width={width} justifyContent="flex-start" overflow="hidden">
+        <Text fg={colors.textDim}>{"Avg Day "}</Text>
+        <Text fg={priceColor(totals.avgWatchlistChange)} attributes={TextAttributes.BOLD}>
           {formatPercentRaw(totals.avgWatchlistChange)}
-        </text>
-        <text fg={colors.textDim}>{`  ${refreshText}`}</text>
-      </box>
+        </Text>
+        <Text fg={colors.textDim}>{`  ${refreshText}`}</Text>
+      </Box>
     );
   }
 
@@ -206,5 +241,5 @@ export const PortfolioSummaryBar = memo(function PortfolioSummaryBar({
     refreshText: isRefreshing ? "Refreshing…" : refreshText,
   });
 
-  return <box height={1}>{renderSummarySegments(segments, width)}</box>;
+  return <Box height={1}>{renderSummarySegments(segments, width)}</Box>;
 });

package/src/plugins/builtin/portfolio-list/index.tsx

@@ -1,9 +1,8 @@
-import type { GloomPlugin } from "../../../types/plugin";
+import type { GloomPlugin, PaneTemplateContext, PaneTemplateInstanceConfig } from "../../../types/plugin";
 import { PortfolioListPane } from "./pane";
 import { shouldToggleCashMarginDrawer } from "./header";
 import {
   buildPortfolioPaneSettingsDef,
-  createPortfolioPaneSettings,
   getPortfolioPaneSettings,
   resolveCollectionPaneId,
 } from "./settings";
@@ -11,6 +10,27 @@ import { portfolioCliCommand, watchlistCliCommand } from "./cli/commands";
 
 export { shouldToggleCashMarginDrawer };
 
+function resolveCollectionIdForKind(context: PaneTemplateContext, kind: "portfolio" | "watchlist"): string | null {
+  if (context.activeCollectionId) {
+    const matchesKind = kind === "portfolio"
+      ? context.config.portfolios.some((portfolio) => portfolio.id === context.activeCollectionId)
+      : context.config.watchlists.some((watchlist) => watchlist.id === context.activeCollectionId);
+    if (matchesKind) return context.activeCollectionId;
+  }
+
+  return kind === "portfolio"
+    ? (context.config.portfolios[0]?.id ?? null)
+    : (context.config.watchlists[0]?.id ?? null);
+}
+
+function createCollectionPaneInstance(
+  context: PaneTemplateContext,
+  kind?: "portfolio" | "watchlist",
+): PaneTemplateInstanceConfig | null {
+  const collectionId = kind ? resolveCollectionIdForKind(context, kind) : resolveCollectionPaneId(context);
+  return collectionId ? { params: { collectionId } } : null;
+}
+
 export const portfolioListPlugin: GloomPlugin = {
   id: "portfolio-list",
   name: "Portfolio List",
@@ -43,20 +63,7 @@ export const portfolioListPlugin: GloomPlugin = {
       keywords: ["portfolio", "watchlist", "collection", "pane", "list"],
       shortcut: { prefix: "PF" },
       canCreate: (context) => resolveCollectionPaneId(context) !== null,
-      createInstance: (context) => {
-        const collectionId = resolveCollectionPaneId(context);
-        return collectionId
-          ? {
-            params: { collectionId },
-            settings: createPortfolioPaneSettings({
-              collectionScope: "custom",
-              visibleCollectionIds: [collectionId],
-              hideTabs: true,
-              lockedCollectionId: collectionId,
-            }) as unknown as Record<string, unknown>,
-          }
-          : null;
-      },
+      createInstance: (context) => createCollectionPaneInstance(context),
     },
     {
       id: "new-portfolio-pane",
@@ -65,19 +72,7 @@ export const portfolioListPlugin: GloomPlugin = {
       description: "Open another portfolio list pane",
       keywords: ["new", "portfolio", "pane", "list"],
       canCreate: (context) => context.config.portfolios.length > 0,
-      createInstance: (context) => {
-        const collectionId = context.activeCollectionId && context.config.portfolios.some((portfolio) => portfolio.id === context.activeCollectionId)
-          ? context.activeCollectionId
-          : (context.config.portfolios[0]?.id ?? null);
-        if (!collectionId) return null;
-        return {
-          params: { collectionId },
-          settings: createPortfolioPaneSettings({
-            collectionScope: "portfolios",
-            lockedCollectionId: collectionId,
-          }) as unknown as Record<string, unknown>,
-        };
-      },
+      createInstance: (context) => createCollectionPaneInstance(context, "portfolio"),
     },
     {
       id: "new-watchlist-pane",
@@ -86,19 +81,7 @@ export const portfolioListPlugin: GloomPlugin = {
       description: "Open another watchlist pane",
       keywords: ["new", "watchlist", "pane", "list"],
       canCreate: (context) => context.config.watchlists.length > 0,
-      createInstance: (context) => {
-        const collectionId = context.activeCollectionId && context.config.watchlists.some((watchlist) => watchlist.id === context.activeCollectionId)
-          ? context.activeCollectionId
-          : (context.config.watchlists[0]?.id ?? null);
-        if (!collectionId) return null;
-        return {
-          params: { collectionId },
-          settings: createPortfolioPaneSettings({
-            collectionScope: "watchlists",
-            lockedCollectionId: collectionId,
-          }) as unknown as Record<string, unknown>,
-        };
-      },
+      createInstance: (context) => createCollectionPaneInstance(context, "watchlist"),
     },
   ],
 };

package/src/plugins/builtin/portfolio-list/metrics.ts

@@ -80,7 +80,7 @@ function resolvePositionCostMultiplier(
   const withoutMultiplierError = Math.abs((position.marketValue - costWithoutMultiplier) - position.unrealizedPnl);
   const withMultiplierError = Math.abs((position.marketValue - costWithMultiplier) - position.unrealizedPnl);
 
-  // IBKR gateway derivatives can report avgCost already scaled to the contract.
+  // Some broker derivative feeds report avgCost already scaled to the contract.
   return withoutMultiplierError < withMultiplierError ? 1 : priceMultiplier;
 }