gloomberb 0.7.4 → 0.8.0

package/src/plugins/builtin/ticker-detail/index.test.tsx

@@ -0,0 +1,780 @@
+import { afterEach, describe, expect, test } from "bun:test";
+import { act, useReducer, type ReactElement } from "react";
+import { testRender } from "../../../renderers/opentui/test-utils";
+import { Box } from "../../../ui";
+import {
+  AppContext,
+  appReducer,
+  createInitialState,
+  PaneInstanceProvider,
+  type AppAction,
+} from "../../../state/app/context";
+import { MarketDataCoordinator, setSharedMarketDataCoordinator } from "../../../market-data/coordinator";
+import { createTestDataProvider } from "../../../test-support/data-provider";
+import {
+  cloneLayout,
+  createDefaultConfig,
+  TICKER_RESEARCH_PANE_ID,
+  type AppConfig,
+  type BrokerInstanceConfig,
+} from "../../../types/config";
+import { createTestPluginRuntime } from "../../../test-support/plugin-runtime";
+import { EventBus } from "../../event-bus";
+import type { DataProvider } from "../../../types/data-provider";
+import type { TickerFinancials } from "../../../types/financials";
+import type { TickerResearchTabDef } from "../../../types/plugin";
+import type { TickerRecord } from "../../../types/ticker";
+import { PaneFooterBar, PaneFooterProvider } from "../../../components/layout/pane/footer";
+import type { PluginRegistry } from "../../registry";
+import { setSharedRegistryForTests } from "../../registry";
+import { PluginRenderProvider } from "../../runtime";
+import { tickerDetailPlugin } from ".";
+import { FinancialsTab } from "./financials/tab";
+import { isUsEquityTicker } from "../../../utils/sec";
+
+const TEST_PANE_ID = "ticker-research:test";
+
+let testSetup: Awaited<ReturnType<typeof testRender>> | undefined;
+let harnessDispatch: React.Dispatch<AppAction> | null = null;
+let financialsHarnessState: ReturnType<typeof createInitialState> | null = null;
+let detailHarnessState: ReturnType<typeof createInitialState> | null = null;
+let sharedCoordinator: MarketDataCoordinator | null = null;
+
+const runtime = createTestPluginRuntime();
+
+const DetailPane = tickerDetailPlugin.panes![0]!.component as (props: {
+  paneId: string;
+  paneType: string;
+  focused: boolean;
+  width: number;
+  height: number;
+}) => ReactElement;
+
+function makeTicker(
+  symbol: string,
+  name = symbol,
+  overrides: Partial<TickerRecord["metadata"]> = {},
+): TickerRecord {
+  return {
+    metadata: {
+      ticker: symbol,
+      exchange: "NASDAQ",
+      currency: "USD",
+      name,
+      portfolios: [],
+      watchlists: [],
+      positions: [],
+      custom: {},
+      tags: [],
+      ...overrides,
+    },
+  };
+}
+
+function makeFinancials(overrides: Partial<TickerFinancials> = {}): TickerFinancials {
+  return {
+    annualStatements: [],
+    quarterlyStatements: [],
+    priceHistory: [],
+    ...overrides,
+  };
+}
+
+function FinancialsTabHarness() {
+  const config = createDefaultConfig("/tmp/gloomberb-test");
+  config.layout.instances = config.layout.instances.map((instance) => (
+    instance.instanceId === "ticker-detail:main"
+      ? { ...instance, binding: { kind: "fixed" as const, symbol: "2337" } }
+      : instance
+  ));
+
+  const state = createInitialState(config);
+  const ticker = makeTicker("2337", "Mock Co");
+  const financials: TickerFinancials = {
+    annualStatements: [
+      { date: "2021-12-31" },
+      { date: "2022-12-31", totalRevenue: 43.49e9, operatingRevenue: 43.49e9, costOfRevenue: 20e9, grossProfit: 23.49e9, operatingIncome: 9.37e9, eps: 4.68, totalAssets: 64e9, currentAssets: 18e9, cashAndCashEquivalents: 3e9 },
+      { date: "2023-12-31", totalRevenue: 27.62e9, operatingRevenue: 27.62e9, costOfRevenue: 16e9, grossProfit: 11.62e9, operatingIncome: -2.4e9, eps: -0.92, totalAssets: 67.89e9, currentAssets: 16.77e9, cashAndCashEquivalents: 3.93e9 },
+      { date: "2024-12-31", totalRevenue: 25.88e9, operatingRevenue: 25.88e9, costOfRevenue: 15e9, grossProfit: 10.88e9, operatingIncome: -3.92e9, eps: -1.73, totalAssets: 69.23e9, currentAssets: 19.05e9, cashAndCashEquivalents: 3.79e9, accountsReceivable: 5.12e9 },
+      { date: "2025-12-31", totalRevenue: 28.88e9, operatingRevenue: 28.88e9, costOfRevenue: 17e9, grossProfit: 11.88e9, operatingIncome: -3.7e9, eps: -1.77, totalAssets: 76.93e9, currentAssets: 26.95e9, cashAndCashEquivalents: 5.54e9, accountsReceivable: 7.45e9, inventory: 4.88e9 },
+    ],
+    quarterlyStatements: [
+      { date: "2025-03-31", totalRevenue: 6e9, operatingRevenue: 6e9, costOfRevenue: 3e9, grossProfit: 3e9, operatingIncome: -1e9, eps: -0.4 },
+      { date: "2025-06-30", totalRevenue: 6.5e9, operatingRevenue: 6.5e9, costOfRevenue: 3.3e9, grossProfit: 3.2e9, operatingIncome: -1.1e9, eps: -0.42 },
+      { date: "2025-09-30", totalRevenue: 7e9, operatingRevenue: 7e9, costOfRevenue: 3.5e9, grossProfit: 3.5e9, operatingIncome: -1.2e9, eps: -0.45 },
+      { date: "2025-12-31", totalRevenue: 7.08e9, operatingRevenue: 7.08e9, costOfRevenue: 3.7e9, grossProfit: 3.38e9, operatingIncome: -1.01e9, eps: -0.5, totalAssets: 76.93e9, currentAssets: 26.95e9, cashAndCashEquivalents: 5.54e9, accountsReceivable: 7.45e9, inventory: 4.88e9 },
+    ],
+    priceHistory: [],
+  };
+
+  state.tickers = new Map([["2337", ticker]]);
+  state.financials = new Map([["2337", financials]]);
+  const [appState, dispatch] = useReducer(appReducer, state);
+  financialsHarnessState = appState;
+
+  return (
+    <AppContext value={{ state: appState, dispatch }}>
+      <PaneInstanceProvider paneId="ticker-detail:main">
+        <FinancialsTab
+          focused
+          headerScrollId="financials-header-scroll"
+          bodyScrollId="financials-body-scroll"
+        />
+      </PaneInstanceProvider>
+    </AppContext>
+  );
+}
+
+function createFinancialsTabHarness() {
+  return <FinancialsTabHarness />;
+}
+
+function createFinancialsTabFooterHarness(width = 90, height = 18) {
+  const content = createFinancialsTabHarness();
+  return (
+    <PaneFooterProvider>
+      {(footer) => (
+        <Box flexDirection="column" width={width} height={height}>
+          <Box height={height - 1}>{content}</Box>
+          <PaneFooterBar footer={footer} focused width={width} />
+        </Box>
+      )}
+    </PaneFooterProvider>
+  );
+}
+
+function createProvider(hasOptions: boolean): DataProvider {
+  return createTestDataProvider({
+    getExchangeRate: async (currency) => (currency === "EUR" ? 1.1 : 1),
+    getOptionsChain: async (ticker) => ({
+      underlyingSymbol: ticker,
+      expirationDates: hasOptions ? [1_717_113_600] : [],
+      calls: [],
+      puts: [],
+    }),
+  });
+}
+
+function setOptionsProvider(provider: DataProvider | undefined): void {
+  sharedCoordinator = provider ? new MarketDataCoordinator(provider) : null;
+  setSharedMarketDataCoordinator(sharedCoordinator);
+}
+
+function makeRegistry(): PluginRegistry {
+  const stubTab = (_props: { width: number; height: number; focused: boolean; onCapture: (capturing: boolean) => void }) => (
+    <text>stub</text>
+  );
+  const tickerResearchTabs = new Map<string, TickerResearchTabDef>();
+  tickerDetailPlugin.setup?.({
+    registerTickerResearchTab: (tab: TickerResearchTabDef) => tickerResearchTabs.set(tab.id, tab),
+  } as any);
+  for (const tab of [
+    ["ibkr-trade", {
+      id: "ibkr-trade",
+      name: "Trade",
+      order: 25,
+      component: stubTab,
+      isVisible: ({ config }) => config.brokerInstances.some((instance) => instance.brokerType === "ibkr" && instance.connectionMode === "gateway"),
+    }],
+    ["options", { id: "options", name: "Options", order: 35, component: stubTab, isVisible: ({ hasOptionsChain }) => hasOptionsChain }],
+    ["sec", { id: "sec", name: "SEC", order: 45, component: stubTab, isVisible: ({ ticker }) => isUsEquityTicker(ticker) }],
+    ["ai-chat", { id: "ai-chat", name: "Ask AI", order: 60, component: stubTab }],
+  ] as Array<[string, TickerResearchTabDef]>) {
+    tickerResearchTabs.set(tab[0], tab[1]);
+  }
+  return { tickerResearchTabs } as unknown as PluginRegistry;
+}
+
+function createGatewayInstance(id = "ibkr-paper"): BrokerInstanceConfig {
+  return {
+    id,
+    brokerType: "ibkr",
+    label: "Paper",
+    connectionMode: "gateway",
+    config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } },
+    enabled: true,
+  };
+}
+
+function createDetailConfig(symbol: string, brokerInstances: BrokerInstanceConfig[] = []): AppConfig {
+  const config = createDefaultConfig("/tmp/gloomberb-test");
+  const layout = {
+    dockRoot: { kind: "pane" as const, instanceId: TEST_PANE_ID },
+    instances: [{
+      instanceId: TEST_PANE_ID,
+      paneId: TICKER_RESEARCH_PANE_ID,
+      binding: { kind: "fixed" as const, symbol },
+    }],
+    floating: [],
+  };
+
+  return {
+    ...config,
+    brokerInstances,
+    layout,
+    layouts: [{ name: "Default", layout: cloneLayout(layout) }],
+  };
+}
+
+function createDetailState(
+  config: AppConfig,
+  ticker: TickerRecord,
+  financials: TickerFinancials | null,
+  activeTabId = "overview",
+  exchangeRates?: Map<string, number>,
+) {
+  const state = createInitialState(config);
+  state.focusedPaneId = TEST_PANE_ID;
+  state.tickers = new Map([[ticker.metadata.ticker, ticker]]);
+  state.financials = financials ? new Map([[ticker.metadata.ticker, financials]]) : new Map();
+  state.paneState[TEST_PANE_ID] = { activeTabId };
+  if (exchangeRates) {
+    state.exchangeRates = exchangeRates;
+  }
+  return state;
+}
+
+function DetailHarness({
+  config,
+  ticker,
+  financials,
+  activeTabId = "overview",
+  exchangeRates,
+  width = 90,
+  height = 24,
+}: {
+  config: AppConfig;
+  ticker: TickerRecord;
+  financials: TickerFinancials | null;
+  activeTabId?: string;
+  exchangeRates?: Map<string, number>;
+  width?: number;
+  height?: number;
+}) {
+  const initialState = createDetailState(config, ticker, financials, activeTabId, exchangeRates);
+  const [state, dispatch] = useReducer(appReducer, initialState);
+  harnessDispatch = dispatch;
+  detailHarnessState = state;
+
+  return (
+    <AppContext value={{ state, dispatch }}>
+      <PaneInstanceProvider paneId={TEST_PANE_ID}>
+        <text>{`active:${state.paneState[TEST_PANE_ID]?.activeTabId ?? ""}`}</text>
+        <PluginRenderProvider pluginId={tickerDetailPlugin.id} runtime={runtime}>
+          <DetailPane
+            paneId={TEST_PANE_ID}
+            paneType={TICKER_RESEARCH_PANE_ID}
+            focused
+            width={width}
+            height={height}
+          />
+        </PluginRenderProvider>
+      </PaneInstanceProvider>
+    </AppContext>
+  );
+}
+
+async function flushFrame() {
+  await act(async () => {
+    await testSetup!.renderOnce();
+  });
+}
+
+async function clickFrameText(text: string) {
+  const lines = testSetup!.captureCharFrame().split("\n");
+  const row = lines.findIndex((line) => line.includes(text));
+  expect(row).toBeGreaterThanOrEqual(0);
+  const col = lines[row]!.indexOf(text);
+  expect(col).toBeGreaterThanOrEqual(0);
+  await act(async () => {
+    await testSetup!.mockMouse.click(col + 1, row);
+    await testSetup!.renderOnce();
+  });
+  await flushFrame();
+}
+
+function spanLineText(line: { spans: Array<{ text: string }> }): string {
+  return line.spans.map((span) => span.text).join("");
+}
+
+function lineBackgroundKeys(line: { spans: Array<{ text: string; bg: { toInts(): number[] } }> }): Set<string> {
+  const keys: string[] = [];
+  for (const span of line.spans) {
+    const key = span.bg.toInts().join(",");
+    for (let index = 0; index < span.text.length; index += 1) keys.push(key);
+  }
+  keys.shift();
+  keys.pop();
+  return new Set(keys);
+}
+
+afterEach(() => {
+  if (testSetup) {
+    testSetup.renderer.destroy();
+    testSetup = undefined;
+  }
+  harnessDispatch = null;
+  financialsHarnessState = null;
+  detailHarnessState = null;
+  setSharedRegistryForTests(undefined);
+  setOptionsProvider(undefined);
+});
+
+describe("FinancialsTab", () => {
+  test("uses p to toggle the financial statement period", async () => {
+    testSetup = await testRender(createFinancialsTabFooterHarness(100, 20), {
+      width: 100,
+      height: 20,
+    });
+
+    await flushFrame();
+    await flushFrame();
+
+    let frame = testSetup.captureCharFrame();
+    expect(frame).toContain("Annual");
+    expect(frame).toContain("[p]eriod");
+    expect(frame).not.toContain("[a/q]period");
+
+    await act(async () => {
+      testSetup!.mockInput.pressKey("p");
+      await testSetup!.renderOnce();
+    });
+
+    frame = testSetup.captureCharFrame();
+    expect(frame).toContain("Quarterly");
+    expect(frame).toContain("[p]eriod");
+  });
+
+  test("clicks the period footer hint repeatedly", async () => {
+    testSetup = await testRender(createFinancialsTabFooterHarness(100, 20), {
+      width: 100,
+      height: 20,
+    });
+
+    await flushFrame();
+    await flushFrame();
+
+    expect(testSetup.captureCharFrame()).toContain("Annual");
+
+    await clickFrameText("[p]eriod");
+    expect(testSetup.captureCharFrame()).toContain("Quarterly");
+
+    await clickFrameText("[p]eriod");
+    expect(testSetup.captureCharFrame()).toContain("Annual");
+  });
+
+  test("moves selection with down without collapsing the selected financial group", async () => {
+    testSetup = await testRender(createFinancialsTabFooterHarness(100, 20), {
+      width: 100,
+      height: 20,
+    });
+
+    await flushFrame();
+    await flushFrame();
+    expect(testSetup.captureCharFrame()).toContain("Operating Revenue");
+
+    await act(async () => {
+      testSetup!.mockInput.pressArrow("down");
+      await testSetup!.renderOnce();
+    });
+    await flushFrame();
+
+    expect(testSetup.captureCharFrame()).toContain("Operating Revenue");
+  });
+
+  test("uses one hover background across financial group rows", async () => {
+    testSetup = await testRender(createFinancialsTabFooterHarness(100, 20), {
+      width: 100,
+      height: 20,
+    });
+
+    await flushFrame();
+    await flushFrame();
+
+    const rows = testSetup.captureCharFrame().split("\n");
+    const groupRowY = rows.findIndex((line) => line.includes("Operating Inc"));
+    expect(groupRowY).toBeGreaterThanOrEqual(0);
+
+    await act(async () => {
+      await testSetup!.mockMouse.moveTo(2, groupRowY);
+      await testSetup!.renderOnce();
+    });
+
+    const groupLine = testSetup.captureSpans().lines.find((line) => (
+      spanLineText(line).includes("Operating Inc")
+    ));
+    expect(groupLine).toBeDefined();
+    expect(lineBackgroundKeys(groupLine!).size).toBe(1);
+  });
+
+  test("switches financial statement sections with left and right arrows", async () => {
+    testSetup = await testRender(createFinancialsTabFooterHarness(100, 20), {
+      width: 100,
+      height: 20,
+    });
+
+    await flushFrame();
+    await flushFrame();
+
+    await act(async () => {
+      testSetup!.mockInput.pressArrow("right");
+      await testSetup!.renderOnce();
+    });
+    await flushFrame();
+
+    expect(financialsHarnessState?.paneState["ticker-detail:main"]?.financialSubTab).toBe("cashflow");
+
+    await act(async () => {
+      testSetup!.mockInput.pressArrow("left");
+      await testSetup!.renderOnce();
+    });
+    await flushFrame();
+
+    expect(financialsHarnessState?.paneState["ticker-detail:main"]?.financialSubTab).toBe("income");
+  });
+
+});
+
+describe("TickerResearchPane", () => {
+  test("shows core and lightweight plugin tabs without waiting on options preflight", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("AAPL")}
+        ticker={makeTicker("AAPL")}
+        financials={null}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("Overview");
+    expect(frame).toContain("Chart");
+    expect(frame).toContain("Options");
+    expect(frame).toContain("Ask AI");
+    expect(frame).not.toContain("Financials");
+    expect(frame).not.toContain("Trade");
+  });
+
+  test("shows Financials when statement data exists", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("AAPL")}
+        ticker={makeTicker("AAPL")}
+        financials={makeFinancials({
+          annualStatements: [{ date: "2024-12-31", totalRevenue: 1_000 }],
+        })}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("Financials");
+  });
+
+  test("lets ticker detail tab arrows leave the embedded financials tab", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("AAPL")}
+        ticker={makeTicker("AAPL")}
+        financials={makeFinancials({
+          annualStatements: [{ date: "2024-12-31", totalRevenue: 1_000 }],
+        })}
+        activeTabId="financials"
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    expect(detailHarnessState?.paneState[TEST_PANE_ID]?.activeTabId).toBe("financials");
+
+    await act(async () => {
+      testSetup!.mockInput.pressArrow("right");
+      await testSetup!.renderOnce();
+    });
+    await flushFrame();
+
+    expect(detailHarnessState?.paneState[TEST_PANE_ID]?.activeTabId).toBe("fundamental-graphs");
+
+    await act(async () => {
+      testSetup!.mockInput.pressArrow("left");
+      await testSetup!.renderOnce();
+    });
+    await flushFrame();
+
+    expect(detailHarnessState?.paneState[TEST_PANE_ID]?.activeTabId).toBe("financials");
+  });
+
+  test("shows Trade when an IBKR gateway profile exists", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("AAPL", [createGatewayInstance()])}
+        ticker={makeTicker("AAPL")}
+        financials={null}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("Trade");
+  });
+
+  test("shows Options for option-capable tickers without a preflight round trip", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(true));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("AAPL")}
+        ticker={makeTicker("AAPL")}
+        financials={null}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("Options");
+  });
+
+  test("shows SEC for US equities", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("AAPL")}
+        ticker={makeTicker("AAPL")}
+        financials={null}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("SEC");
+  });
+
+  test("hides plugin tabs when their owner plugin is disabled", async () => {
+    setSharedRegistryForTests({
+      ...makeRegistry(),
+      getTickerResearchTabPluginId: (tabId: string) => (
+        tabId === "sec" ? "ticker-research" : tabId
+      ),
+    } as unknown as PluginRegistry);
+    setOptionsProvider(createProvider(false));
+    const config = createDetailConfig("AAPL");
+    config.disabledPlugins = ["ticker-research"];
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={config}
+        ticker={makeTicker("AAPL")}
+        financials={null}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    const frame = testSetup.captureCharFrame();
+    expect(frame).not.toContain("SEC");
+  });
+
+  test("refreshes plugin tabs when registration completes after the pane mounted", async () => {
+    const tickerResearchTabs = new Map<string, TickerResearchTabDef>();
+    const events = new EventBus();
+    setSharedRegistryForTests({
+      tickerResearchTabs,
+      events,
+      getTickerResearchTabPluginId: () => "ticker-research",
+    } as unknown as PluginRegistry);
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("AAPL")}
+        ticker={makeTicker("AAPL")}
+        financials={null}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    expect(testSetup.captureCharFrame()).not.toContain("Analyst");
+
+    await act(async () => {
+      tickerResearchTabs.set("analyst-research", {
+        id: "analyst-research",
+        name: "Analyst",
+        order: 32,
+        component: () => <text>Analyst body</text>,
+        isVisible: ({ ticker }) => !!ticker,
+      });
+      events.emit("plugin:registered", { pluginId: "ticker-research" });
+    });
+    await flushFrame();
+
+    expect(testSetup.captureCharFrame()).toContain("Analyst");
+  });
+
+  test("passes visible tab content height to plugin tabs", async () => {
+    let receivedHeight: number | null = null;
+    const probeTab: TickerResearchTabDef["component"] = ({ height }) => {
+      receivedHeight = height;
+      return <text>{`height:${height}`}</text>;
+    };
+    setSharedRegistryForTests({
+      tickerResearchTabs: new Map<string, TickerResearchTabDef>([
+        ["sec", { id: "sec", name: "SEC", order: 45, component: probeTab, isVisible: ({ ticker }) => isUsEquityTicker(ticker) }],
+      ]),
+    } as unknown as PluginRegistry);
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("AAPL")}
+        ticker={makeTicker("AAPL")}
+        financials={null}
+        activeTabId="sec"
+        height={18}
+      />,
+      { width: 90, height: 18 },
+    );
+
+    await flushFrame();
+    const frame = testSetup.captureCharFrame();
+    expect(receivedHeight).toBe(17);
+    expect(frame).toContain("height:17");
+  });
+
+  test("hides SEC for non-US equities", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("0700")}
+        ticker={makeTicker("0700", "Tencent", {
+          exchange: "HKEX",
+          currency: "HKD",
+          assetCategory: "STK",
+        })}
+        financials={null}
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    const frame = testSetup.captureCharFrame();
+    expect(frame).not.toContain("SEC");
+  });
+
+  test("keeps quote prices native while converting market cap and position totals to base currency", async () => {
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={createDetailConfig("SAP")}
+        ticker={makeTicker("SAP", "SAP SE", {
+          exchange: "XETRA",
+          currency: "EUR",
+          positions: [{
+            portfolio: "broker:ibkr-interactive-brokers:UTEST12345",
+            shares: 10,
+            avgCost: 100,
+            currency: "EUR",
+            broker: "ibkr",
+            markPrice: 125,
+            marketValue: 1250,
+            unrealizedPnl: 250,
+          }],
+        })}
+        financials={makeFinancials({
+          quote: {
+            symbol: "SAP",
+            price: 125,
+            currency: "EUR",
+            change: 5,
+            changePercent: 4.17,
+            marketCap: 2_000_000_000,
+            previousClose: 120,
+            name: "SAP SE",
+            lastUpdated: Date.now(),
+            marketState: "REGULAR",
+          },
+        })}
+        exchangeRates={new Map([["USD", 1], ["EUR", 1.1]])}
+        height={32}
+      />,
+      { width: 90, height: 32 },
+    );
+
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("€125");
+    expect(frame).toContain("2.2B USD");
+    expect(frame).toContain("Account");
+    expect(frame).toContain("Qty");
+    expect(frame).toContain("Avg");
+    expect(frame).toContain("Cost");
+    expect(frame).toContain("Value");
+    expect(frame).toContain("Ret");
+    expect(frame).toContain("UTEST12345");
+    expect(frame).toContain("10 sh");
+    expect(frame).toContain("€100");
+    expect(frame).toContain("€125");
+    expect(frame).toContain("$1,100.00");
+    expect(frame).toContain("$1,375.00");
+    expect(frame).toContain("+$275.00");
+    expect(frame).toContain("+25.00%");
+  });
+
+  test("renders an Overview fallback without overwriting a temporarily unavailable active tab", async () => {
+    const gatewayConfig = createDetailConfig("AAPL", [createGatewayInstance()]);
+    const noGatewayConfig = createDetailConfig("AAPL");
+    setSharedRegistryForTests(makeRegistry());
+    setOptionsProvider(createProvider(false));
+
+    testSetup = await testRender(
+      <DetailHarness
+        config={gatewayConfig}
+        ticker={makeTicker("AAPL")}
+        financials={null}
+        activeTabId="ibkr-trade"
+      />,
+      { width: 90, height: 24 },
+    );
+
+    await flushFrame();
+    await act(async () => {
+      harnessDispatch!({ type: "SET_CONFIG", config: noGatewayConfig });
+      await Promise.resolve();
+    });
+    await flushFrame();
+
+    const frame = testSetup.captureCharFrame();
+    expect(frame).toContain("active:ibkr-trade");
+    expect(frame).not.toContain("Trade");
+  });
+
+});