gloomberb 0.7.2 → 0.7.4

package/src/plugins/builtin/portfolio-list/quick-add.tsx

@@ -0,0 +1,422 @@
+import { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import { Box, Input, Text, type InputRenderable } from "../../../ui";
+import { useShortcut } from "../../../react/input";
+import { useAppDispatch, useAppSelector } from "../../../state/app-context";
+import { getSharedRegistry } from "../../registry";
+import { usePluginAppActions } from "../../plugin-runtime";
+import { colors, priceColor } from "../../../theme/colors";
+import { formatPercentRaw } from "../../../utils/format";
+import { formatMarketPrice } from "../../../utils/market-format";
+import { resolveTickerSearch, upsertTickerFromSearchResult, type ResolvedTickerSearch } from "../../../utils/ticker-search";
+import type { Quote } from "../../../types/financials";
+import type { TickerRecord } from "../../../types/ticker";
+import { addTickerToPortfolio, addTickerToWatchlist } from "./mutations";
+
+const QUICK_ADD_DEBOUNCE_MS = 300;
+const QUICK_ADD_MAX_QUERY_LENGTH = 32;
+const QUICK_ADD_SYMBOL_RE = /^[A-Z0-9][A-Z0-9.\-\s]*$/;
+
+export type QuickAddCollectionKind = "portfolio" | "watchlist";
+
+interface ResolvedQuickAdd {
+  query: string;
+  symbol: string;
+  resolved: ResolvedTickerSearch;
+  ticker: TickerRecord | null;
+  quote: Quote | null;
+}
+
+type QuickAddValidation =
+  | { status: "idle"; query: "" }
+  | { status: "checking"; query: string }
+  | (ResolvedQuickAdd & { status: "ready" | "duplicate" })
+  | { status: "missing" | "error"; query: string; message: string };
+
+const IDLE_VALIDATION: QuickAddValidation = { status: "idle", query: "" };
+
+function normalizeQuickAddQuery(value: string): string {
+  return value.replace(/^\s*\$/, "").trim().toUpperCase().replace(/\s+/g, " ");
+}
+
+function isPlausibleTickerQuery(query: string): boolean {
+  return query.length > 0
+    && query.length <= QUICK_ADD_MAX_QUERY_LENGTH
+    && QUICK_ADD_SYMBOL_RE.test(query);
+}
+
+function tickerBelongsToCollection(
+  ticker: TickerRecord | null,
+  collectionKind: QuickAddCollectionKind,
+  collectionId: string,
+): boolean {
+  if (!ticker) return false;
+  return collectionKind === "portfolio"
+    ? ticker.metadata.portfolios.includes(collectionId)
+    : ticker.metadata.watchlists.includes(collectionId);
+}
+
+function quoteContextFromResolved(resolved: ResolvedTickerSearch) {
+  const instrument = resolved.kind === "provider"
+    ? resolved.result.brokerContract
+    : resolved.ticker.metadata.broker_contracts?.[0];
+  return instrument
+    ? {
+        brokerId: instrument.brokerId,
+        brokerInstanceId: instrument.brokerInstanceId,
+        instrument,
+      }
+    : undefined;
+}
+
+function exchangeFromResolved(resolved: ResolvedTickerSearch): string | undefined {
+  return resolved.kind === "provider"
+    ? resolved.result.exchange
+    : resolved.ticker.metadata.exchange;
+}
+
+function tickerNameFromValidation(validation: Extract<QuickAddValidation, { status: "ready" | "duplicate" }>): string {
+  if (validation.ticker?.metadata.name) return validation.ticker.metadata.name;
+  return validation.resolved.kind === "provider" ? validation.resolved.result.name : "";
+}
+
+function QuickAddPreview({
+  validation,
+  collectionKind,
+  submitting,
+}: {
+  validation: QuickAddValidation;
+  collectionKind: QuickAddCollectionKind;
+  submitting: boolean;
+}) {
+  if (submitting) {
+    return <Text fg={colors.textDim}>adding...</Text>;
+  }
+
+  if (validation.status === "idle") {
+    return <Text fg={colors.textMuted}> </Text>;
+  }
+
+  if (validation.status === "checking") {
+    return <Text fg={colors.textDim}>{`${validation.query} checking...`}</Text>;
+  }
+
+  if (validation.status === "missing" || validation.status === "error") {
+    return <Text fg={colors.textMuted}>{validation.message}</Text>;
+  }
+
+  if (validation.status === "duplicate") {
+    return <Text fg={colors.textMuted}>{`${validation.symbol} already in ${collectionKind}`}</Text>;
+  }
+
+  const quote = validation.quote;
+  const assetCategory = validation.ticker?.metadata.assetCategory
+    ?? (validation.resolved.kind === "provider" ? validation.resolved.result.type : undefined);
+  const priceText = quote?.price != null
+    ? formatMarketPrice(quote.price, { assetCategory, maxWidth: 12 })
+    : "-";
+  const changeValue = quote?.changePercent;
+  const name = tickerNameFromValidation(validation);
+  const showSymbol = normalizeQuickAddQuery(validation.symbol) !== validation.query;
+  const symbolPrefix = showSymbol ? `${validation.symbol} ` : "";
+
+  return (
+    <Box flexDirection="row" overflow="hidden">
+      <Text fg={colors.textDim}>{`${symbolPrefix}${priceText} `}</Text>
+      <Text fg={changeValue == null ? colors.textDim : priceColor(changeValue)}>
+        {formatPercentRaw(changeValue)}
+      </Text>
+      {name ? <Text fg={colors.textMuted}>{`  ${name}`}</Text> : null}
+    </Box>
+  );
+}
+
+export function QuickAddTickerInput({
+  collectionId,
+  collectionKind,
+  collectionName,
+  focused,
+  width,
+  onAdded,
+  onFocusChange,
+}: {
+  collectionId: string;
+  collectionKind: QuickAddCollectionKind;
+  collectionName: string;
+  focused: boolean;
+  width: number;
+  onAdded: (symbol: string) => void;
+  onFocusChange?: (focused: boolean) => void;
+}) {
+  const dispatch = useAppDispatch();
+  const { notify } = usePluginAppActions();
+  const tickers = useAppSelector((state) => state.tickers);
+  const financials = useAppSelector((state) => state.financials);
+  const inputRef = useRef<InputRenderable | null>(null);
+  const validationSeqRef = useRef(0);
+  const [inputFocused, setInputFocused] = useState(false);
+  const [inputValue, setInputValue] = useState("");
+  const [validation, setValidation] = useState<QuickAddValidation>(IDLE_VALIDATION);
+  const [submitting, setSubmitting] = useState(false);
+
+  const focusInput = useCallback(() => {
+    if (!focused) return;
+    setInputFocused(true);
+    queueMicrotask(() => inputRef.current?.focus?.());
+  }, [focused]);
+
+  const blurInput = useCallback(() => {
+    setInputFocused(false);
+  }, []);
+
+  const resetInput = useCallback(() => {
+    setInputValue("");
+    setValidation(IDLE_VALIDATION);
+  }, []);
+
+  useEffect(() => {
+    onFocusChange?.(inputFocused && focused);
+  }, [focused, inputFocused, onFocusChange]);
+
+  useEffect(() => {
+    if (inputFocused && focused) {
+      dispatch({ type: "SET_INPUT_CAPTURED", captured: true });
+      return () => dispatch({ type: "SET_INPUT_CAPTURED", captured: false });
+    }
+  }, [dispatch, focused, inputFocused]);
+
+  useEffect(() => {
+    if (!focused && inputFocused) {
+      blurInput();
+    }
+  }, [blurInput, focused, inputFocused]);
+
+  const validateQuery = useCallback(async (query: string): Promise<QuickAddValidation> => {
+    if (!query) return IDLE_VALIDATION;
+    if (!isPlausibleTickerQuery(query)) {
+      return { status: "missing", query, message: "Use a ticker symbol" };
+    }
+
+    const registry = getSharedRegistry();
+    if (!registry) {
+      return { status: "error", query, message: "Ticker lookup unavailable" };
+    }
+
+    try {
+      const resolved = await resolveTickerSearch({
+        query,
+        activeTicker: null,
+        tickers,
+        dataProvider: registry.marketData,
+      });
+      if (!resolved) {
+        return { status: "missing", query, message: "No exact ticker match" };
+      }
+
+      const symbol = resolved.symbol;
+      const ticker = resolved.kind === "local" ? resolved.ticker : (tickers.get(symbol) ?? null);
+      const cachedQuote = financials.get(symbol)?.quote ?? null;
+      let quote = cachedQuote;
+      if (!quote) {
+        try {
+          quote = await registry.marketData.getQuote(
+            symbol,
+            exchangeFromResolved(resolved),
+            quoteContextFromResolved(resolved),
+          );
+        } catch {
+          quote = null;
+        }
+      }
+
+      return {
+        status: tickerBelongsToCollection(ticker, collectionKind, collectionId) ? "duplicate" : "ready",
+        query,
+        symbol,
+        resolved,
+        ticker,
+        quote,
+      };
+    } catch {
+      return { status: "error", query, message: "Ticker lookup failed" };
+    }
+  }, [collectionId, collectionKind, financials, tickers]);
+
+  useEffect(() => {
+    const query = normalizeQuickAddQuery(inputValue);
+    validationSeqRef.current += 1;
+    const seq = validationSeqRef.current;
+
+    if (!query) {
+      setValidation(IDLE_VALIDATION);
+      return;
+    }
+
+    if (!isPlausibleTickerQuery(query)) {
+      setValidation({ status: "missing", query, message: "Use a ticker symbol" });
+      return;
+    }
+
+    setValidation({ status: "checking", query });
+    const timeoutId = setTimeout(() => {
+      void validateQuery(query).then((result) => {
+        if (validationSeqRef.current === seq) {
+          setValidation(result);
+        }
+      });
+    }, QUICK_ADD_DEBOUNCE_MS);
+
+    return () => clearTimeout(timeoutId);
+  }, [inputValue, validateQuery]);
+
+  const submitInput = useCallback(async (submittedValue?: string) => {
+    const query = normalizeQuickAddQuery(submittedValue ?? inputValue);
+    if (!query || submitting) return;
+
+    setSubmitting(true);
+    try {
+      const currentValidation = (
+        validation.query === query
+        && (validation.status === "ready" || validation.status === "duplicate")
+      )
+        ? validation
+        : await validateQuery(query);
+      setValidation(currentValidation);
+
+      if (currentValidation.status === "duplicate") {
+        notify({ type: "info", body: `${currentValidation.symbol} is already in ${collectionName}.` });
+        return;
+      }
+      if (currentValidation.status !== "ready") {
+        notify({ type: "error", body: currentValidation.status === "idle" ? "Ticker symbol is required." : currentValidation.message });
+        return;
+      }
+
+      const registry = getSharedRegistry();
+      if (!registry) {
+        notify({ type: "error", body: "Ticker lookup unavailable." });
+        return;
+      }
+
+      let ticker: TickerRecord;
+      let created = false;
+      if (currentValidation.resolved.kind === "local") {
+        ticker = currentValidation.resolved.ticker;
+      } else {
+        const result = await upsertTickerFromSearchResult(registry.tickerRepository, currentValidation.resolved.result);
+        ticker = result.ticker;
+        created = result.created;
+      }
+
+      const result = collectionKind === "portfolio"
+        ? addTickerToPortfolio(ticker, collectionId)
+        : addTickerToWatchlist(ticker, collectionId);
+
+      if (!result.changed) {
+        notify({ type: "info", body: `${ticker.metadata.ticker} is already in ${collectionName}.` });
+        return;
+      }
+
+      await registry.tickerRepository.saveTicker(result.ticker);
+      dispatch({ type: "UPDATE_TICKER", ticker: result.ticker });
+      if (created) {
+        registry.events.emit("ticker:added", {
+          symbol: result.ticker.metadata.ticker,
+          ticker: result.ticker,
+        });
+      }
+
+      onAdded(result.ticker.metadata.ticker);
+      notify({ type: "success", body: `Added ${result.ticker.metadata.ticker} to ${collectionName}.` });
+      resetInput();
+      queueMicrotask(() => inputRef.current?.focus?.());
+    } catch {
+      setValidation({ status: "error", query, message: "Ticker add failed" });
+      notify({ type: "error", body: `Failed to add ${query}.` });
+    } finally {
+      setSubmitting(false);
+    }
+  }, [
+    collectionId,
+    collectionKind,
+    collectionName,
+    dispatch,
+    inputValue,
+    notify,
+    onAdded,
+    resetInput,
+    submitting,
+    validateQuery,
+    validation,
+  ]);
+
+  useShortcut((event) => {
+    if (!focused) return;
+
+    if (inputFocused) {
+      if (event.name === "escape") {
+        event.preventDefault?.();
+        event.stopPropagation?.();
+        resetInput();
+        blurInput();
+      }
+      return;
+    }
+
+    if ((event.name === "a" || event.name === "n") && !event.ctrl && !event.meta && !event.super) {
+      event.preventDefault?.();
+      event.stopPropagation?.();
+      focusInput();
+    }
+  }, { phase: "before" });
+
+  const inputWidth = useMemo(() => {
+    const queryWidth = normalizeQuickAddQuery(inputValue).length;
+    if (queryWidth > 0) {
+      return Math.max(4, Math.min(18, queryWidth + 1));
+    }
+    return Math.max(6, Math.min(10, Math.floor(width * 0.18)));
+  }, [inputValue, width]);
+  const previewWidth = Math.max(8, width - inputWidth - 7);
+
+  return (
+    <Box
+      height={1}
+      width="100%"
+      flexDirection="row"
+      flexShrink={0}
+      paddingX={1}
+      backgroundColor={colors.panel}
+      onMouseDown={(event: { preventDefault?: () => void }) => {
+        event.preventDefault?.();
+        focusInput();
+      }}
+    >
+      <Text fg={inputFocused ? colors.text : colors.textDim}>+</Text>
+      <Box width={1} />
+      <Box width={inputWidth}>
+        <Input
+          ref={inputRef}
+          value={inputValue}
+          focused={inputFocused && focused}
+          placeholder="ticker"
+          placeholderColor={colors.textMuted}
+          textColor={colors.text}
+          backgroundColor={colors.panel}
+          onInput={(value: string) => setInputValue(value.toUpperCase())}
+          onChange={(value: string) => setInputValue(value.toUpperCase())}
+          onSubmit={(value: string) => void submitInput(value)}
+          onFocus={() => setInputFocused(true)}
+          onBlur={blurInput}
+        />
+      </Box>
+      <Box width={1} />
+      <Box width={previewWidth} overflow="hidden">
+        <QuickAddPreview
+          validation={validation}
+          collectionKind={collectionKind}
+          submitting={submitting}
+        />
+      </Box>
+    </Box>
+  );
+}

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

@@ -1,5 +1,6 @@
 import type { PaneSettingOption, PaneSettingsDef, PaneTemplateContext } from "../../../types/plugin";
 import { DEFAULT_COLUMNS, DEFAULT_PORTFOLIO_COLUMN_IDS, type AppConfig, type ColumnConfig } from "../../../types/config";
+import { PRICE_SPARKLINE_COLUMN_ID, PRICE_SPARKLINE_PERIOD_LABEL } from "../../../components/price-sparkline-view";
 
 export type CollectionScope = "all" | "portfolios" | "watchlists" | "custom";
 
@@ -9,7 +10,6 @@ export interface PortfolioPaneSettings {
   visibleCollectionIds: string[];
   hideHeader: boolean;
   hideCash: boolean;
-  showSparklines?: boolean;
 }
 
 export interface CollectionEntry {
@@ -20,6 +20,7 @@ export interface CollectionEntry {
 
 export const PORTFOLIO_COLUMN_DEFS: ColumnConfig[] = [
   ...DEFAULT_COLUMNS,
+  { id: PRICE_SPARKLINE_COLUMN_ID, label: PRICE_SPARKLINE_PERIOD_LABEL, width: 6, align: "left" },
   { id: "bid", label: "BID", width: 10, align: "right", format: "currency" },
   { id: "ask", label: "ASK", width: 10, align: "right", format: "currency" },
   { id: "spread", label: "SPREAD", width: 10, align: "right", format: "currency" },
@@ -93,6 +94,13 @@ function resolveCollectionOptions(entries: CollectionEntry[]): PaneSettingOption
   }));
 }
 
+function describeColumnOption(column: ColumnConfig): string {
+  if (column.id === PRICE_SPARKLINE_COLUMN_ID) return "One-month price sparkline.";
+  return PORTFOLIO_ONLY_COLUMN_IDS.has(column.id)
+    ? "Visible only when this pane is showing a portfolio."
+    : "Visible for watchlists and portfolios.";
+}
+
 export function getPortfolioPaneSettings(settings: Record<string, unknown> | undefined): PortfolioPaneSettings {
   const columnIds = Array.isArray(settings?.columnIds)
     ? settings.columnIds.filter((value): value is string => typeof value === "string")
@@ -107,7 +115,6 @@ export function getPortfolioPaneSettings(settings: Record<string, unknown> | und
     visibleCollectionIds,
     hideHeader: settings?.hideHeader === true,
     hideCash: settings?.hideCash === true,
-    showSparklines: settings?.showSparklines === true,
   };
 }
 
@@ -115,6 +122,7 @@ export function cleanPortfolioPaneSettings(settings: Record<string, unknown>): R
   const nextSettings = { ...settings };
   delete nextSettings.hideTabs;
   delete nextSettings.lockedCollectionId;
+  delete nextSettings.showSparklines;
   if (nextSettings.collectionScope !== "custom") {
     delete nextSettings.visibleCollectionIds;
   }
@@ -175,7 +183,10 @@ export function resolveVisibleColumns(columnIds: string[], isPortfolioTab: boole
     return resolved;
   }
 
-  return DEFAULT_COLUMNS.filter((column) => isPortfolioTab || !PORTFOLIO_ONLY_COLUMN_IDS.has(column.id));
+  return DEFAULT_PORTFOLIO_COLUMN_IDS
+    .map((columnId) => PORTFOLIO_COLUMNS_BY_ID.get(columnId))
+    .filter((column): column is ColumnConfig => column != null)
+    .filter((column) => isPortfolioTab || !PORTFOLIO_ONLY_COLUMN_IDS.has(column.id));
 }
 
 export function buildPortfolioPaneSettingsDef(config: AppConfig, settings: PortfolioPaneSettings): PaneSettingsDef {
@@ -190,9 +201,7 @@ export function buildPortfolioPaneSettingsDef(config: AppConfig, settings: Portf
       options: PORTFOLIO_COLUMN_DEFS.map((column) => ({
         value: column.id,
         label: column.label,
-        description: PORTFOLIO_ONLY_COLUMN_IDS.has(column.id)
-          ? "Visible only when this pane is showing a portfolio."
-          : "Visible for watchlists and portfolios.",
+        description: describeColumnOption(column),
       })),
     },
     {
@@ -222,14 +231,13 @@ export function buildPortfolioPaneSettingsDef(config: AppConfig, settings: Portf
     label: "Hide Cash Positions",
     type: "toggle",
   });
-  fields.push({
-    key: "showSparklines",
-    label: "Sparklines",
-    type: "toggle",
-  });
-
   return {
     title: "Portfolio Pane Settings",
+    values: {
+      ...settings,
+      columnIds: [...settings.columnIds],
+      visibleCollectionIds: [...settings.visibleCollectionIds],
+    },
     fields,
   };
 }

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

@@ -56,12 +56,12 @@ export function PortfolioTickerTable({
   financialsMap,
   columnContext,
   flashSymbols,
-  showSparklines,
   onRootKeyDown,
   onVisibleRangeChange,
   visibleRangeBuffer,
   resetScrollKey,
   onRowActivate,
+  rootHeight,
 }: {
   columns: ColumnConfig[];
   focused?: boolean;
@@ -74,12 +74,12 @@ export function PortfolioTickerTable({
   financialsMap: Map<string, TickerFinancials>;
   columnContext: ColumnContext;
   flashSymbols: Map<string, QuoteFlashDirection>;
-  showSparklines?: boolean;
   onRootKeyDown?: (event: DataTableKeyEvent) => boolean | void;
   onVisibleRangeChange?: (range: TickerListVisibleRange) => void;
   visibleRangeBuffer?: number;
   resetScrollKey?: unknown;
   onRowActivate?: (ticker: TickerRecord) => void;
+  rootHeight?: number;
 }) {
   const cellCacheRef = useRef(createRowValueCache<string, ReturnType<typeof getColumnValue>>(5000));
   const resolveCell = useCallback(
@@ -106,12 +106,12 @@ export function PortfolioTickerTable({
       sortColumnId={sortColumnId}
       sortDirection={sortDirection}
       onHeaderClick={onHeaderClick}
-      showSparklines={showSparklines}
       onRootKeyDown={onRootKeyDown}
       onVisibleRangeChange={onVisibleRangeChange}
       visibleRangeBuffer={visibleRangeBuffer}
       resetScrollKey={resetScrollKey}
       onRowActivate={onRowActivate}
+      rootHeight={rootHeight}
     />
   );
 }