gloomberb 0.7.4 → 0.8.0

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

@@ -0,0 +1,1267 @@
+import { afterEach, describe, expect, test } from "bun:test";
+import { existsSync, rmSync } from "fs";
+import { tmpdir } from "os";
+import { join } from "path";
+import { act, useReducer } from "react";
+import type { ReactElement } from "react";
+import { testRender } from "../../../../renderers/opentui/test-utils";
+import { AppPersistence } from "../../../../data/app-persistence";
+import { TickerRepository } from "../../../../data/ticker-repository";
+import { AppContext, appReducer, createInitialState, PaneInstanceProvider, type AppAction } from "../../../../state/app/context";
+import { AssetDataRouter } from "../../../../sources/provider-router";
+import {
+  cloneLayout,
+  createDefaultConfig,
+  TICKER_RESEARCH_PANE_ID,
+  type AppConfig,
+  type BrokerInstanceConfig,
+  type LayoutConfig,
+} from "../../../../types/config";
+import type { DataProvider } from "../../../../types/data-provider";
+import type { Quote } from "../../../../types/financials";
+import type { TickerRecord } from "../../../../types/ticker";
+import { MarketDataCoordinator, setSharedMarketDataCoordinator } from "../../../../market-data/coordinator";
+import { instrumentFromTicker } from "../../../../market-data/request-types";
+import { createTestPluginRuntime } from "../../../../test-support/plugin-runtime";
+import { PluginRenderProvider, type PluginRuntimeAccess } from "../../../runtime";
+import { PluginRegistry, setSharedMarketDataForTests, setSharedRegistryForTests } from "../../../registry";
+import type { BrokerAdapter } from "../../../../types/broker";
+import { colors } from "../../../../theme/colors";
+import { portfolioListPlugin } from "..";
+
+const TEST_PANE_ID = "portfolio-list:test";
+
+let testSetup: Awaited<ReturnType<typeof testRender>> | undefined;
+let harnessDispatch: React.Dispatch<AppAction> | null = null;
+let sharedCoordinator: MarketDataCoordinator | null = null;
+let harnessState: ReturnType<typeof createInitialState> | null = null;
+const tempPaths: string[] = [];
+const tempPersistences: AppPersistence[] = [];
+
+const PortfolioPane = portfolioListPlugin.panes![0]!.component as (props: {
+  paneId: string;
+  paneType: string;
+  focused: boolean;
+  width: number;
+  height: number;
+}) => ReactElement;
+
+function createBrokerInstance(connectionMode: "gateway" | "flex", id = `ibkr-${connectionMode}`): BrokerInstanceConfig {
+  return {
+    id,
+    brokerType: "ibkr",
+    label: connectionMode === "gateway" ? "Gateway" : "Flex",
+    connectionMode,
+    config: connectionMode === "gateway"
+      ? { connectionMode, gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } }
+      : { connectionMode, flex: { token: "token", queryId: "query" } },
+    enabled: true,
+  };
+}
+
+function createTempDbPath(name: string): string {
+  const path = join(tmpdir(), `gloomberb-portfolio-list-${name}-${Date.now()}-${Math.random().toString(36).slice(2)}.db`);
+  tempPaths.push(path);
+  return path;
+}
+
+function makeTicker(overrides: Partial<TickerRecord["metadata"]> = {}): TickerRecord {
+  return {
+    metadata: {
+      ticker: "AAPL",
+      exchange: "NASDAQ",
+      currency: "USD",
+      name: "Apple",
+      portfolios: ["broker:ibkr-flex:DU12345", "broker:ibkr-live:DU12345"],
+      watchlists: [],
+      positions: [
+        {
+          portfolio: "broker:ibkr-flex:DU12345",
+          shares: 10,
+          avgCost: 100,
+          currency: "USD",
+          broker: "ibkr",
+          brokerInstanceId: "ibkr-flex",
+          brokerAccountId: "DU12345",
+        },
+        {
+          portfolio: "broker:ibkr-live:DU12345",
+          shares: 10,
+          avgCost: 100,
+          currency: "USD",
+          broker: "ibkr",
+          brokerInstanceId: "ibkr-live",
+          brokerAccountId: "DU12345",
+        },
+      ],
+      custom: {},
+      tags: [],
+      ...overrides,
+    },
+  };
+}
+
+function makeQuote(overrides: Partial<Quote> = {}): Quote {
+  return {
+    symbol: "AAPL",
+    price: 125,
+    bid: 124.95,
+    ask: 125.05,
+    bidSize: 100,
+    askSize: 200,
+    currency: "USD",
+    change: 5,
+    changePercent: 4.17,
+    previousClose: 120,
+    name: "Apple",
+    lastUpdated: Date.now(),
+    marketState: "REGULAR",
+    ...overrides,
+  };
+}
+
+function createPortfolioConfig(portfolioId: string, brokerInstances: BrokerInstanceConfig[] = []): AppConfig {
+  const config = createDefaultConfig("/tmp/gloomberb-portfolio-list");
+  const layout: LayoutConfig = {
+    dockRoot: { kind: "pane" as const, instanceId: TEST_PANE_ID },
+    instances: [{
+      instanceId: TEST_PANE_ID,
+      paneId: "portfolio-list",
+      binding: { kind: "none" as const },
+      params: { collectionId: portfolioId },
+    }],
+    floating: [],
+    detached: [],
+  };
+
+  return {
+    ...config,
+    brokerInstances,
+    portfolios: [
+      ...config.portfolios,
+      {
+        id: portfolioId,
+        name: portfolioId.includes("flex") ? "Flex DU12345" : "Live DU12345",
+        currency: "USD",
+        brokerId: "ibkr",
+        brokerInstanceId: portfolioId.includes("flex") ? "ibkr-flex" : "ibkr-live",
+        brokerAccountId: "DU12345",
+      },
+    ],
+    layout,
+    layouts: [{ name: "Default", layout: cloneLayout(layout) }],
+  };
+}
+
+function createPortfolioConfigWithColumns(
+  portfolioId: string,
+  columnIds: string[],
+  brokerInstances: BrokerInstanceConfig[] = [],
+): AppConfig {
+  const config = createPortfolioConfig(portfolioId, brokerInstances);
+  const instance = config.layout.instances.find((entry) => entry.instanceId === TEST_PANE_ID);
+  if (instance) {
+    instance.settings = {
+      ...(instance.settings ?? {}),
+      columnIds,
+    };
+  }
+  return config;
+}
+
+function createManualCollectionConfig(collectionId: string): AppConfig {
+  const config = createDefaultConfig("/tmp/gloomberb-portfolio-list");
+  const layout: LayoutConfig = {
+    dockRoot: { kind: "pane" as const, instanceId: TEST_PANE_ID },
+    instances: [{
+      instanceId: TEST_PANE_ID,
+      paneId: "portfolio-list",
+      binding: { kind: "none" as const },
+      params: { collectionId },
+    }],
+    floating: [],
+    detached: [],
+  };
+
+  return {
+    ...config,
+    layout,
+    layouts: [{ name: "Default", layout: cloneLayout(layout) }],
+  };
+}
+
+function installQuickAddRegistry(provider: DataProvider): PluginRegistry {
+  const persistence = new AppPersistence(createTempDbPath("quick-add"));
+  tempPersistences.push(persistence);
+  const registry = new PluginRegistry(provider, new TickerRepository(persistence.tickers), persistence);
+  registry.getConfigFn = () => harnessState?.config ?? createDefaultConfig("/tmp/gloomberb-portfolio-list");
+  return registry;
+}
+
+function createQuickAddProvider(match = true): DataProvider {
+  return {
+    id: "quick-add-test",
+    name: "Quick Add Test",
+    async getTickerFinancials() {
+      return {
+        annualStatements: [],
+        quarterlyStatements: [],
+        priceHistory: [],
+        quote: makeQuote({ symbol: "MSFT", price: 420, change: 5.2, changePercent: 1.25, name: "Microsoft" }),
+      };
+    },
+    async getQuote(symbol) {
+      if (match && symbol === "MSFT") {
+        return makeQuote({ symbol: "MSFT", price: 420, change: 5.2, changePercent: 1.25, name: "Microsoft" });
+      }
+      throw new Error(`No quote for ${symbol}`);
+    },
+    async getExchangeRate() {
+      return 1;
+    },
+    async search(query) {
+      if (!match || query !== "MSFT") return [];
+      return [{
+        providerId: "quick-add-test",
+        symbol: "MSFT",
+        name: "Microsoft",
+        exchange: "NASDAQ",
+        currency: "USD",
+        type: "STK",
+      }];
+    },
+    async getArticleSummary() {
+      return null;
+    },
+    async getPriceHistory() {
+      return [];
+    },
+  };
+}
+
+function createPortfolioState(
+  config: AppConfig,
+  collectionId: string,
+  expanded = false,
+  {
+    ticker = makeTicker(),
+    quote = makeQuote(),
+    exchangeRates,
+  }: {
+    ticker?: TickerRecord;
+    quote?: Quote;
+    exchangeRates?: Map<string, number>;
+  } = {},
+) {
+  const state = createInitialState(config);
+  state.focusedPaneId = TEST_PANE_ID;
+  state.paneState[TEST_PANE_ID] = {
+    collectionId,
+    cursorSymbol: "AAPL",
+    cashDrawerExpanded: expanded,
+  };
+  state.tickers = new Map([["AAPL", ticker]]);
+  state.financials = new Map([["AAPL", { annualStatements: [], quarterlyStatements: [], priceHistory: [], quote }]]);
+  if (exchangeRates) {
+    state.exchangeRates = exchangeRates;
+  }
+  return state;
+}
+
+function PortfolioHarness({
+  config,
+  collectionId,
+  expanded = false,
+  brokerAccounts = {},
+  ticker,
+  quote,
+  exchangeRates,
+  stateMutator,
+  runtime = createTestPluginRuntime(),
+  paneHeight = 24,
+}: {
+  config: AppConfig;
+  collectionId: string;
+  expanded?: boolean;
+  brokerAccounts?: ReturnType<typeof createInitialState>["brokerAccounts"];
+  ticker?: TickerRecord;
+  quote?: Quote;
+  exchangeRates?: Map<string, number>;
+  stateMutator?: (state: ReturnType<typeof createInitialState>) => void;
+  runtime?: PluginRuntimeAccess;
+  paneHeight?: number;
+}) {
+  const initialState = createPortfolioState(config, collectionId, expanded, {
+    ticker,
+    quote,
+    exchangeRates,
+  });
+  initialState.brokerAccounts = brokerAccounts;
+  stateMutator?.(initialState);
+  const [state, dispatch] = useReducer(appReducer, initialState);
+  harnessDispatch = dispatch;
+  harnessState = state;
+
+  return (
+    <AppContext value={{ state, dispatch }}>
+      <PaneInstanceProvider paneId={TEST_PANE_ID}>
+        <PluginRenderProvider pluginId="portfolio-list" runtime={runtime}>
+          <PortfolioPane
+            paneId={TEST_PANE_ID}
+            paneType="portfolio-list"
+            focused
+            width={100}
+            height={paneHeight}
+          />
+        </PluginRenderProvider>
+      </PaneInstanceProvider>
+    </AppContext>
+  );
+}
+
+async function flushFrame() {
+  await act(async () => {
+    await Promise.resolve();
+    await testSetup!.renderOnce();
+    await Promise.resolve();
+    await testSetup!.renderOnce();
+  });
+}
+
+afterEach(async () => {
+  if (testSetup) {
+    testSetup.renderer.destroy();
+    testSetup = undefined;
+  }
+  harnessDispatch = null;
+  sharedCoordinator = null;
+  setSharedMarketDataCoordinator(null);
+  setSharedMarketDataForTests(undefined);
+  setSharedRegistryForTests(undefined);
+  harnessState = null;
+  for (const persistence of tempPersistences.splice(0)) {
+    persistence.close();
+  }
+  for (const path of tempPaths.splice(0)) {
+    if (existsSync(path)) rmSync(path, { force: true });
+  }
+});
+
+describe("PortfolioListPane cash and margin UI", () => {
+  test("opens the selected ticker on a second row click", async () => {
+    const portfolioId = "broker:ibkr-flex:DU12345";
+    const config = createPortfolioConfig(portfolioId, [createBrokerInstance("flex")]);
+    const pinned: Array<{ symbol: string; options: { floating?: boolean; paneType?: string } | undefined }> = [];
+    const runtime = createTestPluginRuntime({
+      navigateTicker: () => {
+        throw new Error("portfolio rows should open fixed floating panes directly");
+      },
+      pinTicker: (symbol, options) => {
+        pinned.push({ symbol, options });
+      },
+    });
+
+    testSetup = await testRender(
+      <PortfolioHarness config={config} collectionId={portfolioId} runtime={runtime} />,
+      { width: 100, height: 24 },
+    );
+
+    await flushFrame();
+    const rowY = testSetup.captureCharFrame().split("\n").findIndex((line) => line.includes("AAPL"));
+    expect(rowY).toBeGreaterThanOrEqual(0);
+
+    await act(async () => {
+      await testSetup!.mockMouse.click(2, rowY);
+      await testSetup!.renderOnce();
+    });
+    expect(pinned).toEqual([]);
+
+    await act(async () => {
+      await testSetup!.mockMouse.click(2, rowY);
+      await testSetup!.renderOnce();
+    });
+    expect(pinned).toEqual([{ symbol: "AAPL", options: { floating: true, paneType: TICKER_RESEARCH_PANE_ID } }]);
+  });
+
+  test("quick-add validates and adds an exact watchlist ticker", async () => {
+    const config = createManualCollectionConfig("watchlist");
+    const notifications: Array<{ type?: string; body: string }> = [];
+    installQuickAddRegistry(createQuickAddProvider(true));
+
+    testSetup = await testRender(
+      <PortfolioHarness
+        config={config}
+        collectionId="watchlist"
+        ticker={makeTicker({ portfolios: [], watchlists: [], positions: [] })}
+        runtime={createTestPluginRuntime({
+          notify: (notification) => notifications.push(notification),
+        })}
+        paneHeight={12}
+      />,
+      { width: 100, height: 12 },
+    );
+
+    await flushFrame();
+    await act(async () => {
+      testSetup!.mockInput.pressKey("a");
+      await testSetup!.renderOnce();
+    });
+    await act(async () => {
+      await testSetup!.mockInput.typeText("MSFT");
+      await testSetup!.renderOnce();
+    });
+    await act(async () => {
+      await new Promise((resolve) => setTimeout(resolve, 360));
+    });
+    await flushFrame();
+
+    const previewFrame = testSetup.captureCharFrame();
+    expect(previewFrame).toContain("420");
+    expect(previewFrame).not.toMatch(/MSFT\s+420/);
+    expect(previewFrame).toContain("+1.25%");
+
+    await act(async () => {
+      testSetup!.mockInput.pressEnter();
+      await Promise.resolve();
+      await testSetup!.renderOnce();
+    });
+    await flushFrame();
+
+    expect(harnessState?.tickers.get("MSFT")?.metadata.watchlists).toEqual(["watchlist"]);
+    expect(notifications.at(-1)).toMatchObject({
+      type: "success",
+      body: "Added MSFT to Watchlist.",
+    });
+  });
+
+  test("quick-add adds an exact ticker to a manual portfolio", async () => {
+    const config = createManualCollectionConfig("main");
+    const notifications: Array<{ type?: string; body: string }> = [];
+    installQuickAddRegistry(createQuickAddProvider(true));
+
+    testSetup = await testRender(
+      <PortfolioHarness
+        config={config}
+        collectionId="main"
+        ticker={makeTicker({ portfolios: [], watchlists: [], positions: [] })}
+        runtime={createTestPluginRuntime({
+          notify: (notification) => notifications.push(notification),
+        })}
+        paneHeight={12}
+      />,
+      { width: 100, height: 12 },
+    );
+
+    await flushFrame();
+    await act(async () => {
+      testSetup!.mockInput.pressKey("n");
+      await testSetup!.renderOnce();
+    });
+    await act(async () => {
+      await testSetup!.mockInput.typeText("MSFT");
+      await testSetup!.renderOnce();
+    });
+    await act(async () => {
+      await new Promise((resolve) => setTimeout(resolve, 360));
+    });
+    await flushFrame();
+
+    await act(async () => {
+      testSetup!.mockInput.pressEnter();
+      await Promise.resolve();
+      await testSetup!.renderOnce();
+    });
+    await flushFrame();
+
+    expect(harnessState?.tickers.get("MSFT")?.metadata.portfolios).toEqual(["main"]);
+    expect(notifications.at(-1)).toMatchObject({
+      type: "success",
+      body: "Added MSFT to Main Portfolio.",
+    });
+  });
+
+  test("quick-add rejects unresolved ticker input", async () => {
+    const config = createManualCollectionConfig("watchlist");
+    const notifications: Array<{ type?: string; body: string }> = [];
+    installQuickAddRegistry(createQuickAddProvider(false));
+
+    testSetup = await testRender(
+      <PortfolioHarness
+        config={config}
+        collectionId="watchlist"
+        ticker={makeTicker({ portfolios: [], watchlists: [], positions: [] })}
+        runtime={createTestPluginRuntime({
+          notify: (notification) => notifications.push(notification),
+        })}
+        paneHeight={12}
+      />,
+      { width: 100, height: 12 },
+    );
+
+    await flushFrame();
+    await act(async () => {
+      testSetup!.mockInput.pressKey("n");
+      await testSetup!.renderOnce();
+    });
+    await act(async () => {
+      await testSetup!.mockInput.typeText("NOPE");
+      await testSetup!.renderOnce();
+    });
+    await act(async () => {
+      await new Promise((resolve) => setTimeout(resolve, 360));
+    });
+    await flushFrame();
+
+    expect(testSetup.captureCharFrame()).toContain("No exact ticker match");
+
+    await act(async () => {
+      testSetup!.mockInput.pressEnter();
+      await Promise.resolve();
+      await testSetup!.renderOnce();
+    });
+    await flushFrame();
+
+    expect(harnessState?.tickers.has("NOPE")).toBe(false);
+    expect(notifications.at(-1)).toMatchObject({
+      type: "error",
+      body: "No exact ticker match",
+    });
+  });
+
+  test("keeps non-broker portfolios unchanged", async () => {
+    const config = createDefaultConfig("/tmp/gloomberb-portfolio-list");
+    const layout: LayoutConfig = {
+      dockRoot: { kind: "pane" as const, instanceId: TEST_PANE_ID },
+      instances: [{
+        instanceId: TEST_PANE_ID,
+        paneId: "portfolio-list",
+        binding: { kind: "none" as const },
+        params: { collectionId: "main" },
+      }],
+      floating: [],
+      detached: [],
+    };
+    const nextConfig = { ...config, layout, layouts: [{ name: "Default", layout: cloneLayout(layout) }] };
+
+    testSetup = await testRender(
+      <PortfolioHarness config={nextConfig} collectionId="main" />,
+      { width: 100, height: 24 },
+    );
+
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).not.toContain("Cash & Margin");
+  });
+
+  test("renders one-month sparkline column when price history is loaded", async () => {
+    const config = createPortfolioConfigWithColumns(
+      "broker:ibkr-flex:DU12345",
+      ["ticker", "price", "sparkline"],
+      [createBrokerInstance("flex")],
+    );
+
+    testSetup = await testRender(
+      <PortfolioHarness
+        config={config}
+        collectionId="broker:ibkr-flex:DU12345"
+        stateMutator={(state) => {
+          state.financials = new Map([[
+            "AAPL",
+            {
+              annualStatements: [],
+              quarterlyStatements: [],
+              quote: makeQuote(),
+              priceHistory: [118, 121, 119, 124, 127, 126, 130].map((close, index) => ({
+                date: `2026-03-${20 + index}T00:00:00Z` as unknown as Date,
+                close,
+              })),
+            },
+          ]]);
+        }}
+      />,
+      { width: 100, height: 12 },
+    );
+
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("1M");
+    const row = frame.split("\n").find((line) => line.includes("AAPL")) ?? "";
+    expect(row).toMatch(/[\u2800-\u28ff]/);
+  });
+
+  test("keeps native price and avg cost while converting market value and pnl to base currency", async () => {
+    const portfolioId = "broker:ibkr-flex:DU12345";
+    const config = createPortfolioConfigWithColumns(
+      portfolioId,
+      ["ticker", "price", "change_pct", "shares", "avg_cost", "cost_basis", "mkt_value", "pnl"],
+      [createBrokerInstance("flex")],
+    );
+
+    testSetup = await testRender(
+      <PortfolioHarness
+        config={config}
+        collectionId={portfolioId}
+        ticker={makeTicker({
+          currency: "EUR",
+          positions: [
+            {
+              portfolio: "broker:ibkr-flex:DU12345",
+              shares: 10,
+              avgCost: 100,
+              currency: "EUR",
+              broker: "ibkr",
+              brokerInstanceId: "ibkr-flex",
+              brokerAccountId: "DU12345",
+            },
+          ],
+        })}
+        quote={makeQuote({
+          price: 125,
+          currency: "EUR",
+          change: 5,
+          changePercent: 4.17,
+        })}
+        exchangeRates={new Map([["USD", 1], ["EUR", 1.1]])}
+      />,
+      { width: 100, height: 24 },
+    );
+
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toMatch(/AAPL\s+125\s+\+4\.17%/);
+    expect(frame).toContain("100");
+    expect(frame).toContain("1.4k");
+    expect(frame).toContain("+275");
+    expect(frame).not.toContain("€100.00");
+    expect(frame).not.toContain("$137.50");
+  });
+
+  test("shows broker market value and pnl before snapshot warmup", async () => {
+    const portfolioId = "broker:ibkr-flex:DU12345";
+    const config = createPortfolioConfigWithColumns(
+      portfolioId,
+      ["ticker", "price", "mkt_value", "pnl", "pnl_pct"],
+      [createBrokerInstance("flex")],
+    );
+
+    testSetup = await testRender(
+      <PortfolioHarness
+        config={config}
+        collectionId={portfolioId}
+        stateMutator={(state) => {
+          state.tickers = new Map([["AAPL", makeTicker({
+            portfolios: [portfolioId],
+            positions: [{
+              portfolio: portfolioId,
+              shares: 10,
+              avgCost: 100,
+              currency: "USD",
+              broker: "ibkr",
+              brokerInstanceId: "ibkr-flex",
+              brokerAccountId: "DU12345",
+              markPrice: 125,
+              marketValue: 1250,
+              unrealizedPnl: 250,
+            }],
+          })]]);
+          state.financials = new Map();
+          state.paneState[TEST_PANE_ID] = {
+            collectionId: portfolioId,
+            cursorSymbol: "AAPL",
+            cashDrawerExpanded: false,
+          };
+        }}
+      />,
+      { width: 100, height: 12 },
+    );
+
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("1.3k");
+    expect(frame).toContain("125");
+    expect(frame).toContain("+250");
+    expect(frame).toContain("25.00%");
+  });
+
+  test("keeps option avg cost on premium scale and multiplies quoted value by contract size", async () => {
+    const portfolioId = "broker:ibkr-flex:DU12345";
+    const optionTicker = "SPY  260619C00500000";
+    const config = createPortfolioConfigWithColumns(
+      portfolioId,
+      ["ticker", "price", "avg_cost", "cost_basis", "mkt_value", "pnl"],
+      [createBrokerInstance("flex")],
+    );
+
+    testSetup = await testRender(
+      <PortfolioHarness
+        config={config}
+        collectionId={portfolioId}
+        stateMutator={(state) => {
+          state.tickers = new Map([[
+            optionTicker,
+            makeTicker({
+              ticker: optionTicker,
+              name: "SPY Jun19'26 500 Call",
+              assetCategory: "OPT",
+              portfolios: [portfolioId],
+              positions: [{
+                portfolio: portfolioId,
+                shares: 2,
+                avgCost: 4.25,
+                currency: "USD",
+                broker: "ibkr",
+                brokerInstanceId: "ibkr-flex",
+                brokerAccountId: "DU12345",
+                multiplier: 100,
+              }],
+            }),
+          ]]);
+          state.financials = new Map([[
+            optionTicker,
+            {
+              annualStatements: [],
+              quarterlyStatements: [],
+              priceHistory: [],
+              quote: makeQuote({
+                symbol: optionTicker,
+                price: 5,
+                change: 0.5,
+                changePercent: 11.11,
+                previousClose: 4.5,
+                name: "SPY Jun19'26 500 Call",
+              }),
+            },
+          ]]);
+          state.paneState[TEST_PANE_ID] = {
+            collectionId: portfolioId,
+            cursorSymbol: optionTicker,
+            cashDrawerExpanded: false,
+          };
+        }}
+      />,
+      { width: 100, height: 12 },
+    );
+
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("4.25");
+    expect(frame).toContain("5");
+    expect(frame).toContain("850");
+    expect(frame).toContain("1k");
+    expect(frame).toContain("+150");
+    expect(frame).not.toContain("$4.25");
+  });
+
+  test("shows flex cash summary and hides unavailable margin metrics", async () => {
+    const config = createPortfolioConfig("broker:ibkr-flex:DU12345", [createBrokerInstance("flex")]);
+    testSetup = await testRender(
+      <PortfolioHarness
+        config={config}
+        collectionId="broker:ibkr-flex:DU12345"
+        expanded
+        brokerAccounts={{
+          "ibkr-flex": [{
+            accountId: "DU12345",
+            name: "DU12345",
+            currency: "USD",
+            source: "flex",
+            updatedAt: new Date(2026, 2, 27).getTime(),
+            totalCashValue: -50000,
+            settledCash: -45000,
+            netLiquidation: 125000,
+            cashBalances: [
+              { currency: "USD", quantity: -50000, baseValue: -50000, baseCurrency: "USD" },
+              { currency: "EUR", quantity: -351957.025, baseValue: -381000, baseCurrency: "USD" },
+              { currency: "JPY", quantity: 0, baseValue: 0, baseCurrency: "USD" },
+            ],
+          }],
+        }}
+      />,
+      { width: 100, height: 24 },
+    );
+
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("Cash");
+    expect(frame).toContain("Cash & Margin");
+    expect(frame).toContain("Net Liq");
+    expect(frame).toContain("Flex Mar 27");
+    expect(frame).toContain("-351,957.025");
+    expect(frame).not.toContain("Avail");
+    expect(frame).not.toContain("JPY");
+  });
+
+  test("renders bid ask and spread when those columns are enabled", async () => {
+    const config = createPortfolioConfigWithColumns(
+      "broker:ibkr-flex:DU12345",
+      ["ticker", "bid", "ask", "spread", "latency"],
+      [createBrokerInstance("flex")],
+    );
+
+    testSetup = await testRender(
+      <PortfolioHarness config={config} collectionId="broker:ibkr-flex:DU12345" />,
+      { width: 100, height: 12 },
+    );
+
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("BID");
+    expect(frame).toContain("ASK");
+    expect(frame).toContain("SPREAD");
+    expect(frame).toContain("124.95");
+    expect(frame).toContain("125.05");
+    expect(frame).toContain("0.1");
+  });
+
+  test("warms full financials for visible rows when only quote data is loaded", async () => {
+    const config = createPortfolioConfigWithColumns(
+      "broker:ibkr-flex:DU12345",
+      ["ticker", "market_cap", "pe", "forward_pe"],
+      [createBrokerInstance("flex")],
+    );
+    const seededTicker = makeTicker();
+    const seededQuote = makeQuote();
+    let calls = 0;
+    let resolveFinancials!: (value: {
+      annualStatements: [];
+      quarterlyStatements: [];
+      priceHistory: Array<{ date: Date; close: number }>;
+      quote: Quote;
+      fundamentals: { trailingPE: number; forwardPE: number };
+    }) => void;
+    const financialsPromise = new Promise<{
+      annualStatements: [];
+      quarterlyStatements: [];
+      priceHistory: Array<{ date: Date; close: number }>;
+      quote: Quote;
+      fundamentals: { trailingPE: number; forwardPE: number };
+    }>((resolve) => {
+      resolveFinancials = resolve;
+    });
+    const provider: DataProvider = {
+      id: "test-provider",
+      name: "Test Provider",
+      async getTickerFinancials(symbol) {
+        calls += 1;
+        return financialsPromise;
+      },
+      async getQuote() {
+        return makeQuote();
+      },
+      async getExchangeRate() {
+        return 1;
+      },
+      async search() {
+        return [];
+      },
+      async getArticleSummary() {
+        return null;
+      },
+      async getPriceHistory() {
+        return [];
+      },
+      subscribeQuotes() {
+        return () => {};
+      },
+    };
+    sharedCoordinator = new MarketDataCoordinator(provider);
+    const instrument = instrumentFromTicker(seededTicker, seededTicker.metadata.ticker);
+    if (!instrument) throw new Error("expected ticker instrument");
+    sharedCoordinator.primeCachedFinancials([{
+      instrument,
+      financials: {
+        annualStatements: [],
+        quarterlyStatements: [],
+        priceHistory: [],
+        quote: seededQuote,
+      },
+    }]);
+    setSharedMarketDataCoordinator(sharedCoordinator);
+
+    testSetup = await testRender(
+      <PortfolioHarness
+        config={config}
+        collectionId="broker:ibkr-flex:DU12345"
+        ticker={seededTicker}
+        quote={seededQuote}
+      />,
+      { width: 100, height: 12 },
+    );
+
+    await flushFrame();
+    await act(async () => {
+      await new Promise((resolve) => setTimeout(resolve, 380));
+    });
+    await act(async () => {
+      resolveFinancials({
+        annualStatements: [],
+        quarterlyStatements: [],
+        priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 124 }],
+        quote: makeQuote({
+          symbol: "AAPL",
+          marketCap: 2_000_000_000,
+        }),
+        fundamentals: {
+          trailingPE: 25,
+          forwardPE: 22,
+        },
+      });
+      await Promise.resolve();
+    });
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(calls).toBeGreaterThan(0);
+    expect(frame).toContain("2B");
+    expect(frame).toContain("25.0");
+    expect(frame).toContain("22.0");
+  });
+
+  test("shows cached market cap on reopen for broker-linked rows", async () => {
+    const dbPath = createTempDbPath("cached-reopen-market-cap");
+    const persistence = new AppPersistence(dbPath);
+    const instrument = {
+      brokerId: "ibkr",
+      brokerInstanceId: "ibkr-live",
+      symbol: "AAPL",
+      localSymbol: "AAPL",
+      exchange: "SMART",
+      primaryExchange: "NASDAQ",
+      conId: 265598,
+    };
+    const cloudProvider: DataProvider = {
+      id: "cloud",
+      name: "Cloud",
+      priority: 100,
+      async getTickerFinancials() {
+        return {
+          annualStatements: [],
+          quarterlyStatements: [],
+          priceHistory: [],
+          quote: makeQuote({
+            symbol: "AAPL",
+            price: 125,
+            marketCap: 2_000_000_000,
+          }),
+          fundamentals: {
+            trailingPE: 25,
+            forwardPE: 22,
+          },
+          profile: {
+            sector: "Technology",
+          },
+        };
+      },
+      async getQuote() {
+        return makeQuote({
+          symbol: "AAPL",
+          price: 125,
+        });
+      },
+      async getExchangeRate() {
+        return 1;
+      },
+      async search() {
+        return [];
+      },
+      async getArticleSummary() {
+        return null;
+      },
+      async getPriceHistory() {
+        return [];
+      },
+    };
+    const yahooProvider: DataProvider = {
+      ...cloudProvider,
+      id: "yahoo",
+      name: "Yahoo",
+      priority: 1000,
+      async getTickerFinancials() {
+        return {
+          annualStatements: [],
+          quarterlyStatements: [],
+          priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 124 }],
+          quote: makeQuote({
+            symbol: "AAPL",
+            price: 124,
+            marketCap: 2_000_000_000,
+          }),
+          fundamentals: {
+            forwardPE: 22,
+          },
+          profile: {
+            sector: "Technology",
+          },
+        };
+      },
+    };
+
+    const seedRouter = new AssetDataRouter(yahooProvider, [cloudProvider], persistence.resources);
+    await seedRouter.getTickerFinancials("AAPL", "NASDAQ", {
+      brokerId: "ibkr",
+      brokerInstanceId: "ibkr-live",
+      instrument,
+    });
+
+    let liveCalls = 0;
+    const cachedRouter = new AssetDataRouter({
+      ...yahooProvider,
+      async getTickerFinancials() {
+        liveCalls += 1;
+        throw new Error("expected cached yahoo snapshot");
+      },
+    }, [{
+      ...cloudProvider,
+      async getTickerFinancials() {
+        liveCalls += 1;
+        throw new Error("expected cached cloud snapshot");
+      },
+    }], persistence.resources);
+    sharedCoordinator = new MarketDataCoordinator(cachedRouter);
+    setSharedMarketDataCoordinator(sharedCoordinator);
+    const cachedFinancials = cachedRouter.getCachedFinancialsForTargets([{
+      symbol: "AAPL",
+      exchange: "NASDAQ",
+      brokerId: "ibkr",
+      brokerInstanceId: "ibkr-live",
+      instrument,
+    }]);
+    sharedCoordinator.primeCachedFinancials([{
+      instrument: {
+        symbol: "AAPL",
+        exchange: "NASDAQ",
+        brokerId: "ibkr",
+        brokerInstanceId: "ibkr-live",
+        instrument,
+      },
+      financials: cachedFinancials.get("AAPL")!,
+    }]);
+
+    const config = createPortfolioConfigWithColumns(
+      "broker:ibkr-live:DU12345",
+      ["ticker", "market_cap", "pe", "forward_pe"],
+      [createBrokerInstance("gateway", "ibkr-live")],
+    );
+
+    testSetup = await testRender(
+      <PortfolioHarness
+        config={config}
+        collectionId="broker:ibkr-live:DU12345"
+        stateMutator={(state) => {
+          state.tickers = new Map([["AAPL", makeTicker({
+            portfolios: ["broker:ibkr-live:DU12345"],
+            positions: [{
+              portfolio: "broker:ibkr-live:DU12345",
+              shares: 10,
+              avgCost: 100,
+              currency: "USD",
+              broker: "ibkr",
+              brokerInstanceId: "ibkr-live",
+              brokerAccountId: "DU12345",
+            }],
+            broker_contracts: [instrument],
+          })]]);
+          state.financials = new Map();
+          state.paneState[TEST_PANE_ID] = {
+            collectionId: "broker:ibkr-live:DU12345",
+            cursorSymbol: "AAPL",
+            cashDrawerExpanded: false,
+          };
+        }}
+      />,
+      { width: 100, height: 12 },
+    );
+
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(liveCalls).toBe(0);
+    expect(frame).toContain("2B");
+    expect(frame).toContain("25.0");
+    expect(frame).toContain("22.0");
+
+    persistence.close();
+  });
+
+  test("updates a non-selected broker-linked row from streamed quotes", async () => {
+    const config = createPortfolioConfigWithColumns(
+      "broker:ibkr-live:DU12345",
+      ["ticker", "price", "change_pct", "latency"],
+      [createBrokerInstance("gateway", "ibkr-live")],
+    );
+    let streamed: ((target: { symbol: string; exchange?: string; context?: unknown }, quote: Quote) => void) | null = null;
+    const provider: DataProvider = {
+      id: "test-provider",
+      name: "Test Provider",
+      async getTickerFinancials(symbol) {
+        if (symbol === "AAPL") {
+          return {
+            annualStatements: [],
+            quarterlyStatements: [],
+            priceHistory: [],
+            quote: makeQuote({
+              symbol: "AAPL",
+              price: 125,
+              change: 5,
+              changePercent: 4.17,
+              marketState: "PRE",
+              preMarketPrice: 125,
+              preMarketChange: 5,
+              preMarketChangePercent: 4.17,
+            }),
+          };
+        }
+        return {
+          annualStatements: [],
+          quarterlyStatements: [],
+          priceHistory: [],
+          quote: makeQuote({
+            symbol: "MSFT",
+            price: 315,
+            change: 2,
+            changePercent: 0.64,
+            previousClose: 313,
+            name: "Microsoft",
+          }),
+        };
+      },
+      async getQuote(symbol) {
+        return symbol === "AAPL"
+          ? makeQuote({
+            symbol: "AAPL",
+            price: 125,
+            change: 5,
+            changePercent: 4.17,
+            marketState: "PRE",
+            preMarketPrice: 125,
+            preMarketChange: 5,
+            preMarketChangePercent: 4.17,
+          })
+          : makeQuote({
+            symbol: "MSFT",
+            price: 315,
+            change: 2,
+            changePercent: 0.64,
+            previousClose: 313,
+            name: "Microsoft",
+          });
+      },
+      async getExchangeRate() {
+        return 1;
+      },
+      async search() {
+        return [];
+      },
+      async getArticleSummary() {
+        return null;
+      },
+      async getPriceHistory() {
+        return [];
+      },
+      subscribeQuotes(_targets, onQuote) {
+        streamed = onQuote as typeof streamed;
+        return () => {};
+      },
+    };
+    sharedCoordinator = new MarketDataCoordinator(provider);
+    setSharedMarketDataCoordinator(sharedCoordinator);
+
+    testSetup = await testRender(
+      <PortfolioHarness
+        config={config}
+        collectionId="broker:ibkr-live:DU12345"
+        stateMutator={(state) => {
+          state.tickers = new Map([
+            ["AAPL", makeTicker({
+              ticker: "AAPL",
+              name: "Apple",
+              broker_contracts: [{
+                brokerId: "ibkr",
+                brokerInstanceId: "ibkr-live",
+                symbol: "AAPL",
+                localSymbol: "AAPL",
+                exchange: "SMART",
+                primaryExchange: "NASDAQ",
+                conId: 265598,
+              }],
+            })],
+            ["MSFT", makeTicker({
+              ticker: "MSFT",
+              name: "Microsoft",
+              broker_contracts: [{
+                brokerId: "ibkr",
+                brokerInstanceId: "ibkr-live",
+                symbol: "MSFT",
+                localSymbol: "MSFT",
+                exchange: "SMART",
+                primaryExchange: "NASDAQ",
+                conId: 272093,
+              }],
+            })],
+          ]);
+          state.financials = new Map();
+          state.paneState[TEST_PANE_ID] = {
+            collectionId: "broker:ibkr-live:DU12345",
+            cursorSymbol: "MSFT",
+            cashDrawerExpanded: false,
+          };
+        }}
+      />,
+      { width: 100, height: 12 },
+    );
+
+    await flushFrame();
+    await act(async () => {
+      await Promise.resolve();
+    });
+    await flushFrame();
+
+    await act(async () => {
+      streamed?.(
+        {
+          symbol: "AAPL",
+          exchange: "NASDAQ",
+          context: {
+            brokerId: "ibkr",
+            brokerInstanceId: "ibkr-live",
+            instrument: {
+              brokerId: "ibkr",
+              brokerInstanceId: "ibkr-live",
+              symbol: "AAPL",
+              localSymbol: "AAPL",
+              exchange: "SMART",
+              primaryExchange: "NASDAQ",
+              conId: 265598,
+            },
+          },
+        },
+        makeQuote({
+          symbol: "AAPL",
+          price: 126.5,
+          change: 6.5,
+          changePercent: 5.41,
+          marketState: "PRE",
+          preMarketPrice: 126.5,
+          preMarketChange: 6.5,
+          preMarketChangePercent: 5.41,
+          lastUpdated: Date.now() + 1_000,
+        }),
+      );
+      await Promise.resolve();
+    });
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("AAPL");
+    expect(frame).toContain("126.5");
+    expect(frame).toContain("+5.41%");
+  });
+
+});