gloomberb 0.7.4 → 0.8.0

package/src/plugins/builtin/ai/screener-pane.tsx

@@ -1,1118 +0,0 @@
-import { Box, Text, Textarea } from "../../../ui";
-import { useCallback, useEffect, useMemo, useRef, useState, type Dispatch } from "react";
-import type { RefObject } from "react";
-import { TextAttributes, type TextareaRenderable } from "../../../ui";
-import { useShortcut } from "../../../react/input";
-import type { PaneProps } from "../../../types/plugin";
-import type { ColumnConfig } from "../../../types/config";
-import type { DataProvider } from "../../../types/data-provider";
-import type { InstrumentSearchResult } from "../../../types/instrument";
-import type { TickerFinancials } from "../../../types/financials";
-import type { TickerRecord } from "../../../types/ticker";
-import {
-  useAppDispatch,
-  useAppSelector,
-  usePaneInstance,
-  usePaneInstanceId,
-  type AppAction,
-} from "../../../state/app-context";
-import { useAssetData, usePluginPaneState, usePluginState, usePluginTickerActions } from "../../../plugins/plugin-runtime";
-import { useFxRatesMap, useTickerFinancialsMap } from "../../../market-data/hooks";
-import { getSharedMarketDataCoordinator } from "../../../market-data/coordinator";
-import { instrumentFromTicker, quoteSubscriptionTargetFromTicker } from "../../../market-data/request-types";
-import { useQuoteStreaming } from "../../../state/use-quote-streaming";
-import { Button, EmptyState, SegmentedControl, Spinner, Tabs, TickerListTableView, usePaneFooter, type DataTableKeyEvent } from "../../../components";
-import { colors } from "../../../theme/colors";
-import { canonicalExchange } from "../../../utils/exchanges";
-import { formatTimeAgo } from "../../../utils/format";
-import { getColumnValue, getSortValue, type ColumnContext } from "../portfolio-list/metrics";
-import { getSharedRegistry } from "../../registry";
-import { upsertTickerFromSearchResult } from "../../../utils/ticker-search";
-import { buildGloomberbCliInstructions, resolveGloomberbCliCommand } from "./gloomberb-cli";
-import { detectProviders, getAiProvider, resolveDefaultAiProviderId } from "./providers";
-import { runAiPrompt, isAiRunCancelled, type AiRunController } from "./runner";
-import {
-  buildScreenerPrompt,
-  deriveScreenerTitle,
-  getScreenerPromptSignature,
-  mergeScreenerResults,
-  parseScreenerResponse,
-  type ValidatedScreenerResult,
-} from "./screener-contract";
-import { getAiScreenerPaneSettings, resolveVisibleAiScreenerColumns } from "./settings";
-import { truncateWithEllipsis, wrapTextLines } from "./utils";
-
-interface AiScreenerTab {
-  id: string;
-  title: string;
-  prompt: string;
-  providerId: string;
-  createdAt: number;
-  lastRunAt: number | null;
-  lastSuccessAt: number | null;
-  lastRunPromptSignature: string | null;
-  lastError: string | null;
-  lastWarning: string | null;
-  summary: string | null;
-  debugOutput: string | null;
-  results: ValidatedScreenerResult[];
-}
-
-interface PersistedAiScreenerPaneState {
-  tabs: AiScreenerTab[];
-}
-
-interface ScreenerSortPreference {
-  columnId: string | null;
-  direction: "asc" | "desc";
-}
-
-interface RunState {
-  tabId: string;
-  mode: "refresh" | "force";
-  output: string;
-}
-
-interface ScreenerEditorState {
-  mode: "create" | "edit";
-  tabId: string | null;
-  providerId: string;
-  prompt: string;
-  key: string;
-  error: string | null;
-}
-
-const EMPTY_PANE_STATE: PersistedAiScreenerPaneState = { tabs: [] };
-const EMPTY_SORT: ScreenerSortPreference = { columnId: null, direction: "asc" };
-const FORCE_CONFIRM_TIMEOUT_MS = 4000;
-const DETAIL_FOOTER_LINES = 3;
-let nextScreenerTabId = 1;
-let nextScreenerEditorId = 1;
-
-function generateScreenerTabId(): string {
-  return `${Date.now()}-${nextScreenerTabId++}`;
-}
-
-function generateScreenerEditorKey(): string {
-  return `editor-${Date.now()}-${nextScreenerEditorId++}`;
-}
-
-function createScreenerTab(prompt: string, providerId: string): AiScreenerTab {
-  return {
-    id: generateScreenerTabId(),
-    title: deriveScreenerTitle(prompt),
-    prompt,
-    providerId,
-    createdAt: Date.now(),
-    lastRunAt: null,
-    lastSuccessAt: null,
-    lastRunPromptSignature: null,
-    lastError: null,
-    lastWarning: null,
-    summary: null,
-    debugOutput: null,
-    results: [],
-  };
-}
-
-function ScreenerPromptEditor({
-  editorKey,
-  initialValue,
-  focused,
-  textareaRef,
-}: {
-  editorKey: string;
-  initialValue: string;
-  focused: boolean;
-  textareaRef: RefObject<TextareaRenderable | null>;
-}) {
-  useEffect(() => {
-    if (focused) {
-      textareaRef.current?.focus?.();
-    }
-  }, [editorKey, focused]);
-
-  return (
-    <Box
-      flexGrow={1}
-      minHeight={10}
-      border
-      borderColor={colors.border}
-      backgroundColor={colors.panel}
-    >
-      <Textarea
-        key={editorKey}
-        ref={textareaRef}
-        initialValue={initialValue}
-        placeholder="Examples: humanoid robot suppliers, defense software compounders, EM payment rails, obesity-drug picks-and-shovels..."
-        focused={focused}
-        textColor={colors.text}
-        placeholderColor={colors.textDim}
-        backgroundColor={colors.panel}
-        flexGrow={1}
-        wrapText
-      />
-    </Box>
-  );
-}
-
-function normalizeTabs(value: unknown): AiScreenerTab[] {
-  if (!Array.isArray((value as PersistedAiScreenerPaneState | undefined)?.tabs)) return [];
-  return (value as PersistedAiScreenerPaneState).tabs
-    .filter((entry): entry is AiScreenerTab => !!entry && typeof entry === "object" && typeof (entry as AiScreenerTab).id === "string")
-    .map((entry) => ({
-      ...entry,
-      title: typeof entry.title === "string" ? entry.title : "New Screener",
-      prompt: typeof entry.prompt === "string" ? entry.prompt : "",
-      providerId: typeof entry.providerId === "string" ? entry.providerId : "claude",
-      createdAt: typeof entry.createdAt === "number" ? entry.createdAt : Date.now(),
-      lastRunAt: typeof entry.lastRunAt === "number" ? entry.lastRunAt : null,
-      lastSuccessAt: typeof entry.lastSuccessAt === "number" ? entry.lastSuccessAt : null,
-      lastRunPromptSignature: typeof entry.lastRunPromptSignature === "string" ? entry.lastRunPromptSignature : null,
-      lastError: typeof entry.lastError === "string" ? entry.lastError : null,
-      lastWarning: typeof entry.lastWarning === "string" ? entry.lastWarning : null,
-      summary: typeof entry.summary === "string" ? entry.summary : null,
-      debugOutput: typeof entry.debugOutput === "string" ? entry.debugOutput : null,
-      results: Array.isArray(entry.results)
-        ? entry.results.filter((result): result is ValidatedScreenerResult =>
-          !!result
-          && typeof result === "object"
-          && typeof result.symbol === "string"
-          && typeof result.exchange === "string"
-          && typeof result.reason === "string"
-          && typeof result.resolvedName === "string",
-        )
-        : [],
-    }));
-}
-
-function getResultMap(tab: AiScreenerTab | null): Map<string, ValidatedScreenerResult> {
-  return new Map((tab?.results ?? []).map((result) => [result.symbol, result]));
-}
-
-function summarizeWarning(unresolved: string[], duplicateCount: number): string | null {
-  const parts: string[] = [];
-  if (duplicateCount > 0) {
-    parts.push(`Dropped ${duplicateCount} duplicate${duplicateCount === 1 ? "" : "s"}.`);
-  }
-  if (unresolved.length > 0) {
-    parts.push(`Could not resolve ${unresolved.length}: ${unresolved.slice(0, 5).join(", ")}${unresolved.length > 5 ? "..." : ""}.`);
-  }
-  return parts.length > 0 ? parts.join(" ") : null;
-}
-
-function resolveResultSymbol(result: InstrumentSearchResult): string {
-  return (result.brokerContract?.localSymbol || result.symbol.split(".")[0] || "").trim().toUpperCase();
-}
-
-function matchesExchange(result: InstrumentSearchResult, exchange: string): boolean {
-  if (!exchange) return true;
-  const normalized = canonicalExchange(exchange);
-  return canonicalExchange(result.exchange) === normalized
-    || canonicalExchange(result.primaryExchange) === normalized
-    || canonicalExchange(result.brokerContract?.exchange) === normalized
-    || canonicalExchange(result.brokerContract?.primaryExchange) === normalized;
-}
-
-async function resolveCandidateTicker(
-  candidate: { symbol: string; exchange: string; reason: string },
-  localTickers: ReadonlyMap<string, TickerRecord>,
-  stateDispatch: Dispatch<AppAction>,
-  dataProvider: DataProvider | null,
-): Promise<ValidatedScreenerResult | null> {
-  const registry = getSharedRegistry();
-  if (!registry || !dataProvider) {
-    throw new Error("AI screener could not access the ticker repository.");
-  }
-
-  const localTicker = localTickers.get(candidate.symbol);
-  if (localTicker && (!candidate.exchange || localTicker.metadata.exchange.toUpperCase() === candidate.exchange)) {
-    return {
-      symbol: localTicker.metadata.ticker,
-      exchange: localTicker.metadata.exchange,
-      reason: candidate.reason,
-      resolvedName: localTicker.metadata.name,
-    };
-  }
-
-  const searchResults = await dataProvider.search(candidate.symbol);
-  const matches = searchResults.filter((result) => resolveResultSymbol(result) === candidate.symbol);
-  const selected = matches.find((result) => matchesExchange(result, candidate.exchange))
-    ?? matches[0]
-    ?? null;
-  if (!selected) return null;
-
-  const { ticker, created } = await upsertTickerFromSearchResult(registry.tickerRepository, selected);
-  stateDispatch({ type: "UPDATE_TICKER", ticker });
-  if (created) {
-    registry.events.emit("ticker:added", {
-      symbol: ticker.metadata.ticker,
-      ticker,
-    });
-  }
-
-  return {
-    symbol: ticker.metadata.ticker,
-    exchange: ticker.metadata.exchange,
-    reason: candidate.reason,
-    resolvedName: ticker.metadata.name,
-  };
-}
-
-async function validateScreenerResults(
-  candidates: Array<{ symbol: string; exchange: string; reason: string }>,
-  localTickers: ReadonlyMap<string, TickerRecord>,
-  stateDispatch: Dispatch<AppAction>,
-  dataProvider: DataProvider | null,
-): Promise<{ results: ValidatedScreenerResult[]; warning: string | null }> {
-  const resolved: ValidatedScreenerResult[] = [];
-  const unresolved: string[] = [];
-  let duplicateCount = 0;
-  const seen = new Set<string>();
-
-  for (const candidate of candidates) {
-    const result = await resolveCandidateTicker(candidate, localTickers, stateDispatch, dataProvider);
-    if (!result) {
-      unresolved.push(candidate.symbol);
-      continue;
-    }
-    if (seen.has(result.symbol)) {
-      duplicateCount += 1;
-      continue;
-    }
-    seen.add(result.symbol);
-    resolved.push(result);
-  }
-
-  return {
-    results: resolved,
-    warning: summarizeWarning(unresolved, duplicateCount),
-  };
-}
-
-function sortScreenerRows(
-  rows: TickerRecord[],
-  resultMap: Map<string, ValidatedScreenerResult>,
-  financialsMap: Map<string, TickerFinancials>,
-  sortPreference: ScreenerSortPreference,
-  columnContext: ColumnContext,
-  columns: ColumnConfig[],
-): TickerRecord[] {
-  if (!sortPreference.columnId) return rows;
-
-  const column = columns.find((entry) => entry.id === sortPreference.columnId);
-  if (!column) return rows;
-
-  return [...rows].sort((left, right) => {
-    const leftValue = column.id === "reason"
-      ? (resultMap.get(left.metadata.ticker)?.reason ?? "")
-      : getSortValue(column, left, financialsMap.get(left.metadata.ticker), columnContext);
-    const rightValue = column.id === "reason"
-      ? (resultMap.get(right.metadata.ticker)?.reason ?? "")
-      : getSortValue(column, right, financialsMap.get(right.metadata.ticker), columnContext);
-
-    if (leftValue == null && rightValue == null) return 0;
-    if (leftValue == null) return 1;
-    if (rightValue == null) return -1;
-
-    const comparison = typeof leftValue === "string" && typeof rightValue === "string"
-      ? leftValue.localeCompare(rightValue)
-      : (leftValue as number) - (rightValue as number);
-    return sortPreference.direction === "asc" ? comparison : -comparison;
-  });
-}
-
-export function AiScreenerPane({ focused, width, height }: PaneProps) {
-  const dataProvider = useAssetData();
-  const { pinTicker } = usePluginTickerActions();
-  const paneId = usePaneInstanceId();
-  const paneInstance = usePaneInstance();
-  const dispatch = useAppDispatch();
-  const tickers = useAppSelector((state) => state.tickers);
-  const baseCurrency = useAppSelector((state) => state.config.baseCurrency);
-  const cachedExchangeRates = useAppSelector((state) => state.exchangeRates);
-  const [providers] = useState(() => detectProviders());
-  const availableProviders = providers.filter((provider) => provider.available);
-  const selectableProviders = availableProviders.length > 0 ? availableProviders : providers;
-  const [persistedState, setPersistedState] = usePluginState<PersistedAiScreenerPaneState>(
-    `screener-pane:${paneId}`,
-    EMPTY_PANE_STATE,
-    { schemaVersion: 1 },
-  );
-  const [activeTabId, setActiveTabId] = usePluginPaneState<string | null>("activeTabId", null);
-  const [cursorSymbol, setCursorSymbol] = usePluginPaneState<string | null>("cursorSymbol", null);
-  const [sorts, setSorts] = usePluginPaneState<Record<string, ScreenerSortPreference>>("sorts", {});
-  const [runState, setRunState] = useState<RunState | null>(null);
-  const [now, setNow] = useState(Date.now());
-  const [editorState, setEditorState] = useState<ScreenerEditorState | null>(null);
-  const [forceConfirmTabId, setForceConfirmTabId] = useState<string | null>(null);
-  const runRef = useRef<AiRunController | null>(null);
-  const editorTextareaRef = useRef<TextareaRenderable | null>(null);
-  const initializedRef = useRef(false);
-  const pendingInitialRunRef = useRef<string | null>(null);
-  const lastTabClickRef = useRef<{ tabId: string; at: number } | null>(null);
-
-  useEffect(() => {
-    const timer = setInterval(() => setNow(Date.now()), 60_000);
-    return () => clearInterval(timer);
-  }, []);
-
-  const tabs = useMemo(() => normalizeTabs(persistedState), [persistedState]);
-  const paneSettings = useMemo(
-    () => getAiScreenerPaneSettings(paneInstance?.settings),
-    [paneInstance?.settings],
-  );
-  const columns = useMemo(
-    () => resolveVisibleAiScreenerColumns(paneSettings.columnIds),
-    [paneSettings.columnIds],
-  );
-
-  useEffect(() => {
-    if (initializedRef.current) return;
-    initializedRef.current = true;
-    if (tabs.length > 0) return;
-
-    const seedPrompt = typeof paneInstance?.params?.prompt === "string"
-      ? paneInstance.params.prompt.trim()
-      : "";
-    if (!seedPrompt) return;
-
-    const seedProviderId = typeof paneInstance?.params?.providerId === "string"
-      ? paneInstance.params.providerId
-      : resolveDefaultAiProviderId(providers);
-    const seededTab = createScreenerTab(seedPrompt, seedProviderId);
-    pendingInitialRunRef.current = seededTab.id;
-    setPersistedState({ tabs: [seededTab] });
-    setActiveTabId(seededTab.id);
-  }, [paneInstance?.params?.prompt, paneInstance?.params?.providerId, providers, setActiveTabId, setPersistedState, tabs.length]);
-
-  useEffect(() => {
-    if (tabs.length === 0) {
-      if (activeTabId !== null) setActiveTabId(null);
-      if (cursorSymbol !== null) setCursorSymbol(null);
-      return;
-    }
-    if (!activeTabId || !tabs.some((tab) => tab.id === activeTabId)) {
-      setActiveTabId(tabs[0]!.id);
-    }
-  }, [activeTabId, cursorSymbol, setActiveTabId, setCursorSymbol, tabs]);
-
-  const activeTab = tabs.find((tab) => tab.id === activeTabId) ?? tabs[0] ?? null;
-  const resultMap = useMemo(() => getResultMap(activeTab), [activeTab]);
-  const activeSort = activeTab ? sorts[activeTab.id] ?? EMPTY_SORT : EMPTY_SORT;
-  const activePromptSignature = activeTab ? getScreenerPromptSignature(activeTab.prompt, activeTab.providerId) : null;
-  const promptDirty = activeTab ? activePromptSignature !== activeTab.lastRunPromptSignature : false;
-
-  const screenerTickers = useMemo(() => (
-    (activeTab?.results ?? [])
-      .map((result) => tickers.get(result.symbol) ?? null)
-      .filter((ticker): ticker is TickerRecord => ticker != null)
-  ), [activeTab?.results, tickers]);
-  const financialsMap = useTickerFinancialsMap(screenerTickers);
-
-  const trackedCurrencies = useMemo(() => [
-    baseCurrency,
-    ...screenerTickers.map((ticker) => ticker.metadata.currency),
-    ...screenerTickers.map((ticker) => financialsMap.get(ticker.metadata.ticker)?.quote?.currency ?? null),
-  ], [baseCurrency, financialsMap, screenerTickers]);
-  const exchangeRates = useFxRatesMap(trackedCurrencies);
-  const effectiveExchangeRates = exchangeRates.size > 1 || cachedExchangeRates.size === 0
-    ? exchangeRates
-    : cachedExchangeRates;
-  const columnContext: ColumnContext = useMemo(() => ({
-    baseCurrency,
-    exchangeRates: effectiveExchangeRates,
-    now,
-  }), [baseCurrency, effectiveExchangeRates, now]);
-
-  const sortedTickers = useMemo(
-    () => sortScreenerRows(screenerTickers, resultMap, financialsMap, activeSort, columnContext, columns),
-    [activeSort, columnContext, columns, financialsMap, resultMap, screenerTickers],
-  );
-  const quoteTargets = useMemo(() => (
-    sortedTickers
-      .map((ticker) => quoteSubscriptionTargetFromTicker(ticker, ticker.metadata.ticker))
-      .map((target) => target
-        ? { ...target, surface: "screener" as const, visible: true, weight: 70 }
-        : null)
-      .filter((target): target is NonNullable<ReturnType<typeof quoteSubscriptionTargetFromTicker>> => target != null)
-  ), [sortedTickers]);
-
-  useQuoteStreaming(quoteTargets);
-
-  useEffect(() => {
-    const coordinator = getSharedMarketDataCoordinator();
-    if (!coordinator) return;
-    for (const ticker of sortedTickers) {
-      const instrument = instrumentFromTicker(ticker, ticker.metadata.ticker);
-      if (instrument) {
-        void coordinator.loadSnapshot(instrument);
-      }
-    }
-  }, [sortedTickers]);
-
-  useEffect(() => {
-    if (sortedTickers.length === 0) {
-      if (cursorSymbol !== null) setCursorSymbol(null);
-      return;
-    }
-    if (!cursorSymbol || !sortedTickers.some((ticker) => ticker.metadata.ticker === cursorSymbol)) {
-      setCursorSymbol(sortedTickers[0]!.metadata.ticker);
-    }
-  }, [cursorSymbol, setCursorSymbol, sortedTickers]);
-
-  const selectedResult = activeTab?.results.find((result) => result.symbol === cursorSymbol)
-    ?? activeTab?.results[0]
-    ?? null;
-  const isRunningActiveTab = runState?.tabId === activeTab?.id;
-  const forceRunArmed = !!activeTab && forceConfirmTabId === activeTab.id;
-
-  const updateTabs = useCallback((updater: (tabs: AiScreenerTab[]) => AiScreenerTab[]) => {
-    setPersistedState((current) => ({
-      tabs: updater(normalizeTabs(current)),
-    }));
-  }, [setPersistedState]);
-
-  const upsertTab = useCallback((tabId: string, updater: (tab: AiScreenerTab) => AiScreenerTab) => {
-    updateTabs((current) => current.map((tab) => (tab.id === tabId ? updater(tab) : tab)));
-  }, [updateTabs]);
-
-  const openCreateEditor = useCallback(() => {
-    setForceConfirmTabId(null);
-    setEditorState({
-      mode: "create",
-      tabId: null,
-      providerId: resolveDefaultAiProviderId(providers),
-      prompt: "",
-      key: generateScreenerEditorKey(),
-      error: null,
-    });
-  }, [providers]);
-
-  const openEditEditor = useCallback((tab: AiScreenerTab | null) => {
-    if (!tab) return;
-    setForceConfirmTabId(null);
-    setEditorState({
-      mode: "edit",
-      tabId: tab.id,
-      providerId: tab.providerId,
-      prompt: tab.prompt,
-      key: generateScreenerEditorKey(),
-      error: null,
-    });
-  }, []);
-
-  const closeEditor = useCallback(() => {
-    editorTextareaRef.current = null;
-    setEditorState(null);
-  }, []);
-
-  const cycleEditorProvider = useCallback((direction: -1 | 1) => {
-    setEditorState((current) => {
-      if (!current || selectableProviders.length === 0) return current;
-      const currentIndex = Math.max(0, selectableProviders.findIndex((provider) => provider.id === current.providerId));
-      const nextIndex = (currentIndex + direction + selectableProviders.length) % selectableProviders.length;
-      return {
-        ...current,
-        providerId: selectableProviders[nextIndex]!.id,
-        error: null,
-      };
-    });
-  }, [selectableProviders]);
-
-  const saveEditor = useCallback(() => {
-    if (!editorState) return;
-    const prompt = editorTextareaRef.current?.editBuffer.getText().trim() || editorState.prompt.trim();
-    if (!prompt) {
-      setEditorState((current) => current ? { ...current, error: "Prompt is required." } : current);
-      return;
-    }
-
-    if (editorState.mode === "create") {
-      const tab = createScreenerTab(prompt, editorState.providerId);
-      pendingInitialRunRef.current = tab.id;
-      updateTabs((current) => [...current, tab]);
-      setActiveTabId(tab.id);
-      setCursorSymbol(null);
-    } else if (editorState.tabId) {
-      upsertTab(editorState.tabId, (current) => ({
-        ...current,
-        prompt,
-        providerId: editorState.providerId,
-        lastError: null,
-      }));
-    }
-
-    editorTextareaRef.current = null;
-    setEditorState(null);
-  }, [editorState, setActiveTabId, setCursorSymbol, updateTabs, upsertTab]);
-
-  const addTab = useCallback(() => {
-    openCreateEditor();
-  }, [openCreateEditor]);
-
-  const removeTab = useCallback((tabId: string) => {
-    if (runState?.tabId === tabId) {
-      runRef.current?.cancel();
-      runRef.current = null;
-      setRunState(null);
-    }
-    if (forceConfirmTabId === tabId) {
-      setForceConfirmTabId(null);
-    }
-    setEditorState((current) => current?.tabId === tabId ? null : current);
-    updateTabs((current) => current.filter((tab) => tab.id !== tabId));
-    if (activeTabId === tabId) {
-      const index = tabs.findIndex((tab) => tab.id === tabId);
-      const fallback = tabs.filter((tab) => tab.id !== tabId)[Math.max(0, index - 1)] ?? null;
-      setActiveTabId(fallback?.id ?? null);
-      setCursorSymbol(null);
-    }
-  }, [activeTabId, forceConfirmTabId, runState?.tabId, setActiveTabId, setCursorSymbol, tabs, updateTabs]);
-
-  const editTab = useCallback((tab: AiScreenerTab | null) => {
-    openEditEditor(tab);
-  }, [openEditEditor]);
-
-  const editActiveTab = useCallback(() => {
-    editTab(activeTab);
-  }, [activeTab, editTab]);
-
-  const cancelRun = useCallback(() => {
-    runRef.current?.cancel();
-    runRef.current = null;
-    setRunState(null);
-  }, []);
-
-  const runTab = useCallback(async (tabId: string, mode: "refresh" | "force") => {
-    const tab = normalizeTabs({ tabs }).find((entry) => entry.id === tabId);
-    if (!tab) return;
-
-    const provider = getAiProvider(tab.providerId, providers);
-    if (!provider) {
-      upsertTab(tab.id, (current) => ({ ...current, lastError: "Unknown AI provider configured for this screener." }));
-      return;
-    }
-    if (!provider.available) {
-      upsertTab(tab.id, (current) => ({
-        ...current,
-        lastError: `${provider.name} is not installed or not available in PATH.`,
-      }));
-      return;
-    }
-
-    runRef.current?.cancel();
-    setForceConfirmTabId(null);
-    const samePrompt = tab.lastRunPromptSignature === getScreenerPromptSignature(tab.prompt, tab.providerId);
-    const includePreviousResults = samePrompt && tab.results.length > 0;
-    const startedAt = Date.now();
-    const cliInstructions = buildGloomberbCliInstructions(resolveGloomberbCliCommand());
-    const prompt = buildScreenerPrompt({
-      currentDate: new Date(startedAt).toISOString().slice(0, 10),
-      prompt: tab.prompt,
-      provider,
-      cliInstructions,
-      previousResults: tab.results,
-      includePreviousResults,
-    });
-
-    setRunState({ tabId: tab.id, mode, output: "" });
-    upsertTab(tab.id, (current) => ({
-      ...current,
-      lastRunAt: startedAt,
-      lastError: null,
-      lastWarning: null,
-    }));
-
-    let rawOutput = "";
-    try {
-      const run = runAiPrompt({
-        provider,
-        prompt,
-        onChunk: (output) => {
-          setRunState((current) => (
-            current?.tabId === tab.id
-              ? { ...current, output }
-              : current
-          ));
-        },
-      });
-      runRef.current = run;
-      rawOutput = await run.done;
-
-      const parsed = parseScreenerResponse(rawOutput);
-      const validated = await validateScreenerResults(parsed.tickers, tickers, dispatch, dataProvider);
-      const nextResults = !samePrompt || mode === "force"
-        ? validated.results
-        : mergeScreenerResults(tab.results, validated.results);
-
-      upsertTab(tab.id, (current) => ({
-        ...current,
-        title: parsed.title || current.title || deriveScreenerTitle(current.prompt),
-        summary: parsed.summary,
-        results: nextResults,
-        lastSuccessAt: startedAt,
-        lastRunPromptSignature: getScreenerPromptSignature(current.prompt, current.providerId),
-        lastError: null,
-        lastWarning: validated.warning,
-        debugOutput: null,
-      }));
-    } catch (error: unknown) {
-      if (isAiRunCancelled(error)) return;
-      upsertTab(tab.id, (current) => ({
-        ...current,
-        lastError: error instanceof Error ? error.message : "AI screener failed.",
-        debugOutput: rawOutput.trim() || current.debugOutput,
-      }));
-    } finally {
-      if (runRef.current) {
-        runRef.current = null;
-      }
-      setRunState((current) => (current?.tabId === tab.id ? null : current));
-    }
-  }, [dataProvider, dispatch, providers, setForceConfirmTabId, tabs, tickers, upsertTab]);
-
-  useEffect(() => {
-    if (!pendingInitialRunRef.current) return;
-    if (!tabs.some((tab) => tab.id === pendingInitialRunRef.current)) return;
-    const targetTabId = pendingInitialRunRef.current;
-    pendingInitialRunRef.current = null;
-    void runTab(targetTabId, "refresh");
-  }, [runTab, tabs]);
-
-  useEffect(() => {
-    if (!forceConfirmTabId) return;
-    const timeoutId = setTimeout(() => {
-      setForceConfirmTabId((current) => (current === forceConfirmTabId ? null : current));
-    }, FORCE_CONFIRM_TIMEOUT_MS);
-    return () => clearTimeout(timeoutId);
-  }, [forceConfirmTabId]);
-
-  useEffect(() => {
-    if (forceConfirmTabId && activeTab && forceConfirmTabId !== activeTab.id) {
-      setForceConfirmTabId(null);
-    }
-  }, [activeTab, forceConfirmTabId]);
-
-  const cycleTabs = useCallback((direction: -1 | 1) => {
-    if (!activeTab || tabs.length <= 1) return;
-    const currentIndex = tabs.findIndex((tab) => tab.id === activeTab.id);
-    if (currentIndex < 0) return;
-    const nextIndex = (currentIndex + direction + tabs.length) % tabs.length;
-    setActiveTabId(tabs[nextIndex]!.id);
-    setCursorSymbol(null);
-  }, [activeTab, setActiveTabId, setCursorSymbol, tabs]);
-
-  const handleHeaderClick = useCallback((columnId: string) => {
-    if (!activeTab) return;
-    const current = sorts[activeTab.id] ?? EMPTY_SORT;
-    const next = current.columnId === columnId
-      ? (current.direction === "asc"
-        ? { columnId, direction: "desc" as const }
-        : EMPTY_SORT)
-      : { columnId, direction: "asc" as const };
-    setSorts({
-      ...sorts,
-      [activeTab.id]: next,
-    });
-  }, [activeTab, setSorts, sorts]);
-
-  const handleTableKeyDown = useCallback((event: DataTableKeyEvent) => {
-    const isEnter = event.name === "enter" || event.name === "return";
-    if (!isEnter || !cursorSymbol) return false;
-    event.preventDefault?.();
-    event.stopPropagation?.();
-    pinTicker(cursorSymbol, {
-      floating: !!event.shift,
-      paneType: "ticker-detail",
-    });
-    return true;
-  }, [cursorSymbol, pinTicker]);
-
-  useShortcut((event) => {
-    if (!focused) return;
-
-    if (editorState) {
-      if (event.name === "escape") {
-        event.stopPropagation?.();
-        event.preventDefault?.();
-        closeEditor();
-        return;
-      }
-      if (event.ctrl && event.name === "s") {
-        event.stopPropagation?.();
-        event.preventDefault?.();
-        saveEditor();
-        return;
-      }
-      if (event.ctrl && event.name === "p") {
-        event.stopPropagation?.();
-        event.preventDefault?.();
-        cycleEditorProvider(event.shift ? -1 : 1);
-        return;
-      }
-      return;
-    }
-
-    if (event.name === "t") {
-      addTab();
-      return;
-    }
-    if (event.name === "w" && activeTab) {
-      removeTab(activeTab.id);
-      return;
-    }
-    if (event.name === "[") {
-      cycleTabs(-1);
-      return;
-    }
-    if (event.name === "]") {
-      cycleTabs(1);
-      return;
-    }
-    if (event.name === "escape" && isRunningActiveTab) {
-      cancelRun();
-      return;
-    }
-    if (event.shift && event.name === "r" && activeTab && !isRunningActiveTab) {
-      void runTab(activeTab.id, "force");
-      return;
-    }
-    if (event.name === "r" && activeTab && !isRunningActiveTab) {
-      void runTab(activeTab.id, "refresh");
-      return;
-    }
-    if (event.name === "e") {
-      editActiveTab();
-    }
-  });
-
-  useEffect(() => () => {
-    runRef.current?.cancel();
-  }, []);
-
-  const contentHeight = Math.max(height - 8, 4);
-  const warningColor = colors.borderFocused;
-  const statusText = activeTab
-    ? isRunningActiveTab && runState
-      ? `${runState.mode === "force" ? "Force refreshing" : "Refreshing"} with ${getAiProvider(activeTab.providerId, providers)?.name ?? "AI"}...`
-      : activeTab.lastSuccessAt
-        ? `Last ran ${formatTimeAgo(new Date(activeTab.lastSuccessAt))}`
-        : "Never run"
-    : "No screener selected";
-  const editorProvider = editorState ? getAiProvider(editorState.providerId, providers) : null;
-  const detailTextWidth = Math.max(12, width - 2);
-  const displayTabs: Array<{ id: string; title: string; draft?: boolean }> = editorState?.mode === "create"
-    ? [...tabs.map((tab) => ({ id: tab.id, title: tab.title })), { id: "__draft__", title: "New Screener", draft: true }]
-    : tabs.map((tab) => ({ id: tab.id, title: tab.title }));
-  const summaryLines = activeTab?.summary
-    ? wrapTextLines(activeTab.summary, detailTextWidth, 2)
-    : [];
-  const primaryRunLabel = !activeTab
-    ? "Refresh"
-    : activeTab.lastSuccessAt == null && activeTab.lastRunAt == null
-      ? "Run Screener"
-      : promptDirty
-        ? "Run Updated Prompt"
-        : "Refresh";
-  const detailLines = promptDirty
-    ? wrapTextLines("Prompt changed. Refresh to rerun this screener.", detailTextWidth, DETAIL_FOOTER_LINES)
-    : selectedResult
-      ? [
-        `${selectedResult.symbol}${selectedResult.resolvedName ? ` · ${selectedResult.resolvedName}` : ""}`,
-        ...wrapTextLines(selectedResult.reason, detailTextWidth, DETAIL_FOOTER_LINES - 1),
-      ]
-      : activeTab
-        ? ["No validated results yet."]
-        : ["Create an AI screener tab to begin."];
-  const paddedDetailLines = [...detailLines];
-  while (paddedDetailLines.length < DETAIL_FOOTER_LINES) {
-    paddedDetailLines.push("");
-  }
-  const activeProvider = activeTab ? getAiProvider(activeTab.providerId, providers) : null;
-  const refreshActiveTab = useCallback(() => {
-    if (!activeTab || isRunningActiveTab) return;
-    void runTab(activeTab.id, "refresh");
-  }, [activeTab, isRunningActiveTab, runTab]);
-  const forceRefreshActiveTab = useCallback(() => {
-    if (!activeTab || isRunningActiveTab) return;
-    if (forceRunArmed) {
-      setForceConfirmTabId(null);
-      void runTab(activeTab.id, "force");
-      return;
-    }
-    setForceConfirmTabId(activeTab.id);
-  }, [activeTab, forceRunArmed, isRunningActiveTab, runTab, setForceConfirmTabId]);
-
-  usePaneFooter("ai-screener", () => ({
-    info: [
-      ...(editorState ? [{
-        id: "provider",
-        parts: [{ text: editorProvider?.name ?? editorState.providerId, tone: editorProvider?.available === false ? "warning" as const : "value" as const, bold: true }],
-      }] : activeTab ? [{
-        id: "provider",
-        parts: [{ text: activeProvider?.name ?? activeTab.providerId, tone: activeProvider?.available === false ? "warning" as const : "value" as const, bold: true }],
-      }] : []),
-      { id: "status", parts: [{ text: statusText, tone: isRunningActiveTab ? "muted" : "value" }] },
-      ...(forceRunArmed ? [{ id: "force", parts: [{ text: "force refresh armed", tone: "warning" as const }] }] : []),
-    ],
-    hints: editorState
-      ? [
-          { id: "save", key: "Ctrl+S", label: "save", onPress: saveEditor },
-          { id: "provider", key: "Ctrl+P", label: "provider", onPress: () => cycleEditorProvider(1), disabled: selectableProviders.length <= 1 },
-        ]
-      : [
-          { id: "new", key: "t", label: "new", onPress: addTab },
-          { id: "close", key: "w", label: "close tab", onPress: activeTab ? () => removeTab(activeTab.id) : undefined, disabled: !activeTab },
-          { id: "refresh", key: "r", label: "efresh", onPress: refreshActiveTab, disabled: !activeTab || isRunningActiveTab },
-          { id: "force-refresh", key: "Shift+R", label: "force refresh", onPress: forceRefreshActiveTab, disabled: !activeTab || isRunningActiveTab },
-          { id: "edit", key: "e", label: "dit", onPress: editActiveTab, disabled: !activeTab },
-        ],
-  }), [
-    activeProvider?.available,
-    activeProvider?.name,
-    activeTab,
-    addTab,
-    cycleEditorProvider,
-    editActiveTab,
-    editorProvider?.available,
-    editorProvider?.name,
-    editorState,
-    forceRefreshActiveTab,
-    forceRunArmed,
-    isRunningActiveTab,
-    refreshActiveTab,
-    removeTab,
-    saveEditor,
-    selectableProviders.length,
-    statusText,
-  ]);
-
-  return (
-    <Box flexDirection="column" width={width} height={height}>
-      <Box height={1}>
-        <Tabs
-          tabs={displayTabs.map((tab) => {
-            const isDraft = tab.draft === true;
-            return {
-              label: truncateWithEllipsis(tab.title, isDraft ? 20 : 18),
-              value: tab.id,
-              onClose: !editorState && !isDraft ? removeTab : undefined,
-            };
-          })}
-          activeValue={editorState?.mode === "create" ? "__draft__" : activeTab?.id ?? null}
-          onSelect={(tabId) => {
-            if (editorState || tabId === "__draft__") return;
-            const tab = tabs.find((entry) => entry.id === tabId);
-            if (!tab) return;
-            setActiveTabId(tab.id);
-            setCursorSymbol(null);
-            const now = Date.now();
-            const last = lastTabClickRef.current;
-            if (last?.tabId === tab.id && now - last.at <= 350) {
-              lastTabClickRef.current = null;
-              editTab(tab);
-              return;
-            }
-            lastTabClickRef.current = { tabId: tab.id, at: now };
-          }}
-          compact
-          variant="pill"
-          closeMode="active"
-          onAdd={editorState ? undefined : addTab}
-          focused={focused && !editorState}
-        />
-      </Box>
-
-      <Box flexDirection="row" height={1} gap={1}>
-        {editorState ? (
-          <>
-            <Button label="Save" variant="primary" onPress={saveEditor} />
-            <Button label="Cancel" variant="ghost" onPress={closeEditor} />
-          </>
-        ) : (
-          <>
-            {isRunningActiveTab ? (
-              <>
-                <Button label={runState?.mode === "force" ? "Force Refreshing..." : "Refreshing..."} variant="secondary" disabled />
-                <Button label="Stop" variant="ghost" onPress={cancelRun} />
-              </>
-            ) : (
-              <>
-                <Button
-                  label={primaryRunLabel}
-                  variant="primary"
-                  onPress={refreshActiveTab}
-                  disabled={!activeTab}
-                />
-                <Button
-                  label={forceRunArmed ? "Confirm Force Refresh" : "Force Refresh"}
-                  variant={forceRunArmed ? "danger" : "ghost"}
-                  onPress={forceRefreshActiveTab}
-                  disabled={!activeTab}
-                />
-              </>
-            )}
-            <Button
-              label="Edit Prompt"
-              variant={promptDirty ? "primary" : "secondary"}
-              onPress={editActiveTab}
-              disabled={!activeTab}
-            />
-          </>
-        )}
-      </Box>
-
-      {availableProviders.length === 0 && (
-        <Box flexDirection="column" paddingX={1} paddingTop={1}>
-          <Text fg={colors.textDim}>No AI CLI tools detected. Install `claude`, `gemini`, or `codex` to run screeners.</Text>
-        </Box>
-      )}
-
-      {editorState ? (
-        <>
-          <Box flexDirection="column" paddingX={1} paddingTop={1} gap={1}>
-            <Text fg={colors.textDim}>
-              {editorState.mode === "create"
-                ? "Describe the companies or setups you want this screener to discover."
-                : "Update the screener prompt or provider. Saving does not rerun it automatically."}
-            </Text>
-            <SegmentedControl
-              value={editorState.providerId}
-              options={selectableProviders.map((provider) => ({
-                value: provider.id,
-                label: provider.available ? provider.name : `${provider.name} (missing)`,
-              }))}
-              onChange={(providerId) => {
-                setEditorState((current) => current
-                  ? { ...current, providerId, error: null }
-                  : current);
-              }}
-            />
-            {editorState.error ? (
-              <Text fg={colors.negative}>{editorState.error}</Text>
-            ) : (
-              <Text fg={colors.textDim}>
-                The AI will return validated ticker ideas with a short reason for each one.
-              </Text>
-            )}
-          </Box>
-
-          <Box flexGrow={1} minHeight={contentHeight} padding={1}>
-            <ScreenerPromptEditor
-              editorKey={editorState.key}
-              initialValue={editorState.prompt}
-              focused={focused}
-              textareaRef={editorTextareaRef}
-            />
-          </Box>
-
-          <Box height={1} paddingX={1}>
-            <Text fg={colors.textDim}>{"\u2500".repeat(Math.max(width - 2, 0))}</Text>
-          </Box>
-
-          <Box flexDirection="column" paddingX={1}>
-            <Text fg={colors.textDim}>
-              {editorProvider?.available === false
-                ? `${editorProvider.name} is not currently installed. Save and switch later.`
-                : "Click a provider chip to switch. Save to keep the draft."}
-            </Text>
-          </Box>
-        </>
-      ) : (
-        <>
-          {activeTab?.lastError && (
-            <Box flexDirection="column" paddingX={1} paddingTop={1}>
-              {wrapTextLines(activeTab.lastError, detailTextWidth, 2).map((line, index) => (
-                <Box key={`error:${index}`} height={1}>
-                  <Text fg={colors.negative}>{line || " "}</Text>
-                </Box>
-              ))}
-            </Box>
-          )}
-
-          {activeTab?.lastWarning && !activeTab.lastError && (
-            <Box flexDirection="column" paddingX={1} paddingTop={1}>
-              {wrapTextLines(activeTab.lastWarning, detailTextWidth, 2).map((line, index) => (
-                <Box key={`warning:${index}`} height={1}>
-                  <Text fg={warningColor}>{line || " "}</Text>
-                </Box>
-              ))}
-            </Box>
-          )}
-
-          {activeTab && summaryLines.length > 0 && !activeTab.lastError && (
-            <Box flexDirection="column" paddingX={1} paddingTop={activeTab.lastWarning ? 0 : 1}>
-              {summaryLines.map((line, index) => (
-                <Box key={`summary:${index}`} height={1}>
-                  <Text fg={colors.textDim}>{line || " "}</Text>
-                </Box>
-              ))}
-            </Box>
-          )}
-
-          <Box flexGrow={1} minHeight={contentHeight}>
-            {!activeTab ? (
-              <Box padding={1} flexGrow={1}>
-                <EmptyState title="No AI screeners yet." hint="Click + to create one." />
-              </Box>
-            ) : isRunningActiveTab && activeTab.results.length === 0 ? (
-              <Box padding={1} flexGrow={1}>
-                <Spinner label="Running AI screener..." />
-              </Box>
-            ) : (
-              <TickerListTableView
-                focused={focused}
-                columns={columns}
-                tickers={sortedTickers}
-                cursorSymbol={cursorSymbol}
-                setCursorSymbol={setCursorSymbol}
-                resolveCell={(column, ticker, financials) => {
-                  if (column.id === "ticker") {
-                    return {
-                      text: ticker.metadata.ticker,
-                    };
-                  }
-                  if (column.id === "reason") {
-                    return {
-                      text: truncateWithEllipsis(resultMap.get(ticker.metadata.ticker)?.reason ?? "", column.width),
-                    };
-                  }
-                  return getColumnValue(column, ticker, financials, columnContext);
-                }}
-                financialsMap={financialsMap}
-                sortColumnId={activeSort.columnId}
-                sortDirection={activeSort.direction}
-                onHeaderClick={handleHeaderClick}
-                onRootKeyDown={handleTableKeyDown}
-                resetScrollKey={activeTab.id}
-                onRowActivate={(ticker) => {
-                  pinTicker(ticker.metadata.ticker, { floating: true, paneType: "ticker-detail" });
-                }}
-                emptyTitle="No matches yet."
-                emptyHint={promptDirty ? "Prompt changed. Refresh to rerun." : "Run this screener. Use PS to customize columns."}
-              />
-            )}
-          </Box>
-
-          <Box height={1} paddingX={1}>
-            <Text fg={colors.textDim}>{"\u2500".repeat(Math.max(width - 2, 0))}</Text>
-          </Box>
-
-          <Box flexDirection="column" paddingX={1} minHeight={DETAIL_FOOTER_LINES}>
-            {paddedDetailLines.map((line, index) => (
-              <Box key={`detail:${index}`} height={1}>
-                <Text
-                  fg={promptDirty ? warningColor : index === 0 && selectedResult ? colors.text : colors.textDim}
-                  attributes={index === 0 && selectedResult ? TextAttributes.BOLD : 0}
-                >
-                  {line || " "}
-                </Text>
-              </Box>
-            ))}
-          </Box>
-        </>
-      )}
-    </Box>
-  );
-}