gloomberb 0.7.4 → 0.8.0

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

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

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

@@ -1,275 +0,0 @@
-import { Box, Text } from "../../../ui";
-import { TextAttributes } from "../../../ui";
-import { colors, priceColor } from "../../../theme/colors";
-import type { AppState } from "../../../state/app-context";
-import type { BrokerConnectionStatus } from "../../../types/broker";
-import type { Portfolio } from "../../../types/ticker";
-import type { BrokerAccount, BrokerCashBalance } from "../../../types/trading";
-import { formatCompact, formatPercentRaw } from "../../../utils/format";
-import { getBrokerInstance } from "../../../utils/broker-instances";
-import type { PortfolioSummaryTotals } from "./metrics";
-
-export interface PortfolioSummarySegment {
-  id: string;
-  parts: Array<{
-    text: string;
-    tone: "label" | "value" | "muted";
-    color?: string;
-    bold?: boolean;
-  }>;
-  length: number;
-}
-
-export interface PortfolioSummaryAccountState {
-  account: BrokerAccount;
-  sourceLabel: string;
-}
-
-export interface ResolvedPortfolioAccountState extends PortfolioSummaryAccountState {
-  sourceKind: "live" | "cached" | "flex";
-  visibleCashBalances: BrokerCashBalance[];
-}
-
-export interface LiveBrokerAccountSnapshot {
-  status: BrokerConnectionStatus | null;
-  accounts: BrokerAccount[];
-}
-
-function createSummarySegment(
-  id: string,
-  parts: PortfolioSummarySegment["parts"],
-): PortfolioSummarySegment {
-  return {
-    id,
-    parts,
-    length: parts.reduce((sum, part) => sum + part.text.length, 0) + Math.max(0, parts.length - 1),
-  };
-}
-
-function fitSummarySegments(candidates: PortfolioSummarySegment[], widthBudget: number): PortfolioSummarySegment[] {
-  const fitted: PortfolioSummarySegment[] = [];
-  let used = 0;
-  for (const segment of candidates) {
-    const nextUsed = used + (fitted.length > 0 ? 2 : 0) + segment.length;
-    if (fitted.length > 0 && nextUsed > widthBudget) break;
-    fitted.push(segment);
-    used = nextUsed;
-  }
-  return fitted;
-}
-
-function formatSourceBadge(account: BrokerAccount, liveGateway: boolean): { label: string; kind: "live" | "cached" | "flex" } {
-  if (liveGateway) {
-    return { label: "Live", kind: "live" };
-  }
-  if (account.source === "flex") {
-    return {
-      label: account.updatedAt
-        ? `Flex ${new Date(account.updatedAt).toLocaleDateString("en-US", { month: "short", day: "numeric" })}`
-        : "Flex",
-      kind: "flex",
-    };
-  }
-  return { label: "Cached", kind: "cached" };
-}
-
-function getVisibleCashBalances(cashBalances: BrokerCashBalance[] | undefined): BrokerCashBalance[] {
-  if (!cashBalances) return [];
-  return cashBalances
-    .filter((balance) => {
-      const quantity = Math.abs(balance.quantity);
-      const baseValue = Math.abs(balance.baseValue ?? 0);
-      return quantity > 1e-9 || baseValue > 1e-9;
-    })
-    .sort((left, right) => {
-      const leftValue = Math.abs(left.baseValue ?? left.quantity);
-      const rightValue = Math.abs(right.baseValue ?? right.quantity);
-      return rightValue - leftValue;
-    });
-}
-
-function findPortfolioAccount(
-  accounts: BrokerAccount[],
-  portfolio: Portfolio,
-): BrokerAccount | undefined {
-  if (accounts.length === 0) return undefined;
-
-  const accountId = portfolio.brokerAccountId?.trim();
-  const portfolioName = portfolio.name.trim();
-  const collectionAccountId = portfolio.id.split(":").pop()?.trim();
-
-  return accounts.find((account) => account.accountId === accountId)
-    ?? accounts.find((account) => account.accountId === portfolioName || account.name === portfolioName)
-    ?? accounts.find((account) => account.accountId === collectionAccountId || account.name === collectionAccountId)
-    ?? (accounts.length === 1 ? accounts[0] : undefined);
-}
-
-export function resolvePortfolioAccountState(
-  portfolio: Portfolio | null,
-  state: Pick<AppState, "config" | "brokerAccounts">,
-  liveSnapshot: LiveBrokerAccountSnapshot,
-): ResolvedPortfolioAccountState | null {
-  if (!portfolio?.brokerInstanceId) return null;
-
-  const brokerInstance = getBrokerInstance(state.config.brokerInstances, portfolio.brokerInstanceId);
-  const cachedAccounts = state.brokerAccounts[portfolio.brokerInstanceId] ?? [];
-  const cachedAccount = findPortfolioAccount(cachedAccounts, portfolio);
-
-  const liveAccount = brokerInstance
-    && liveSnapshot.status?.state === "connected"
-    ? findPortfolioAccount(liveSnapshot.accounts, portfolio)
-    : undefined;
-
-  const account = liveAccount ?? cachedAccount;
-  if (!account) return null;
-
-  const source = formatSourceBadge(account, !!liveAccount);
-  return {
-    account,
-    sourceLabel: source.label,
-    sourceKind: source.kind,
-    visibleCashBalances: getVisibleCashBalances(account.cashBalances),
-  };
-}
-
-export function buildPortfolioSummarySegments({
-  totals,
-  accountState,
-  widthBudget,
-  refreshText,
-}: {
-  totals: PortfolioSummaryTotals;
-  accountState: PortfolioSummaryAccountState | null;
-  widthBudget: number;
-  refreshText?: string;
-}): PortfolioSummarySegment[] {
-  const candidates: PortfolioSummarySegment[] = [];
-
-  if (accountState?.account.netLiquidation != null) {
-    candidates.push(createSummarySegment("netliq", [
-      { text: "Net Liq", tone: "label" },
-      { text: formatCompact(accountState.account.netLiquidation), tone: "value", bold: true },
-    ]));
-  }
-
-  candidates.push(createSummarySegment("val", [
-    { text: "Val", tone: "label" },
-    { text: formatCompact(totals.totalMktValue), tone: "value", bold: true },
-  ]));
-
-  if (accountState?.account.totalCashValue != null) {
-    candidates.push(createSummarySegment("cash", [
-      { text: "Cash", tone: "label" },
-      { text: formatCompact(accountState.account.totalCashValue), tone: "value", bold: true },
-    ]));
-  }
-
-  candidates.push(createSummarySegment("day", [
-    { text: "Day", tone: "label" },
-    { text: `${totals.dailyPnl >= 0 ? "+" : ""}${formatCompact(totals.dailyPnl)}`, tone: "value", color: priceColor(totals.dailyPnl), bold: true },
-    { text: `(${formatPercentRaw(totals.dailyPnlPct)})`, tone: "muted", color: priceColor(totals.dailyPnlPct) },
-  ]));
-  candidates.push(createSummarySegment("pnl", [
-    { text: "P&L", tone: "label" },
-    { text: `${totals.unrealizedPnl >= 0 ? "+" : ""}${formatCompact(totals.unrealizedPnl)}`, tone: "value", color: priceColor(totals.unrealizedPnl), bold: true },
-    { text: `(${formatPercentRaw(totals.unrealizedPnlPct)})`, tone: "muted", color: priceColor(totals.unrealizedPnlPct) },
-  ]));
-
-  if (accountState) {
-    const { account, sourceLabel } = accountState;
-    const brokerSegments = [
-      account.settledCash != null
-        ? createSummarySegment("settled", [
-          { text: "Settled", tone: "label" },
-          { text: formatCompact(account.settledCash), tone: "value", bold: true },
-        ])
-        : null,
-      account.availableFunds != null
-        ? createSummarySegment("avail", [
-          { text: "Avail", tone: "label" },
-          { text: formatCompact(account.availableFunds), tone: "value", bold: true },
-        ])
-        : null,
-      account.excessLiquidity != null
-        ? createSummarySegment("excess", [
-          { text: "Excess", tone: "label" },
-          { text: formatCompact(account.excessLiquidity), tone: "value", bold: true },
-        ])
-        : null,
-      account.buyingPower != null
-        ? createSummarySegment("bp", [
-          { text: "BP", tone: "label" },
-          { text: formatCompact(account.buyingPower), tone: "value", bold: true },
-        ])
-        : null,
-      createSummarySegment("source", [
-        { text: sourceLabel, tone: "muted" },
-      ]),
-    ].filter((segment): segment is PortfolioSummarySegment => segment != null);
-
-    return fitSummarySegments([...candidates, ...brokerSegments], widthBudget);
-  }
-
-  if (refreshText) {
-    candidates.push(createSummarySegment("refresh", [
-      { text: refreshText, tone: "muted" },
-    ]));
-  }
-
-  return fitSummarySegments(candidates, widthBudget);
-}
-
-export function renderSummarySegments(segments: PortfolioSummarySegment[], width: number) {
-  if (segments.length === 0) return null;
-  return (
-    <Box flexDirection="row" width={width} justifyContent="flex-start" overflow="hidden">
-      {segments.map((segment, segmentIndex) => (
-        <Box key={segment.id} flexDirection="row">
-          {segmentIndex > 0 && <Text fg={colors.textDim}>{"  "}</Text>}
-          {segment.parts.map((part, partIndex) => (
-            <Box key={`${segment.id}:${partIndex}`} flexDirection="row">
-              {partIndex > 0 && <Text fg={colors.textDim}>{" "}</Text>}
-              <Text
-                fg={part.color ?? (part.tone === "label" || part.tone === "muted" ? colors.textDim : colors.text)}
-                attributes={part.bold ? TextAttributes.BOLD : 0}
-              >
-                {part.text}
-              </Text>
-            </Box>
-          ))}
-        </Box>
-      ))}
-    </Box>
-  );
-}
-
-export function buildDrawerMetricSegments(account: BrokerAccount, widthBudget: number): PortfolioSummarySegment[] {
-  const candidates = [
-    account.totalCashValue != null
-      ? createSummarySegment("cash", [{ text: "Cash", tone: "label" }, { text: formatCompact(account.totalCashValue), tone: "value", bold: true }])
-      : null,
-    account.settledCash != null
-      ? createSummarySegment("settled", [{ text: "Settled", tone: "label" }, { text: formatCompact(account.settledCash), tone: "value", bold: true }])
-      : null,
-    account.netLiquidation != null
-      ? createSummarySegment("netliq", [{ text: "Net Liq", tone: "label" }, { text: formatCompact(account.netLiquidation), tone: "value", bold: true }])
-      : null,
-    account.availableFunds != null
-      ? createSummarySegment("avail", [{ text: "Avail", tone: "label" }, { text: formatCompact(account.availableFunds), tone: "value", bold: true }])
-      : null,
-    account.excessLiquidity != null
-      ? createSummarySegment("excess", [{ text: "Excess", tone: "label" }, { text: formatCompact(account.excessLiquidity), tone: "value", bold: true }])
-      : null,
-    account.buyingPower != null
-      ? createSummarySegment("bp", [{ text: "BP", tone: "label" }, { text: formatCompact(account.buyingPower), tone: "value", bold: true }])
-      : null,
-    account.initMarginReq != null
-      ? createSummarySegment("init", [{ text: "Init", tone: "label" }, { text: formatCompact(account.initMarginReq), tone: "value", bold: true }])
-      : null,
-    account.maintMarginReq != null
-      ? createSummarySegment("maint", [{ text: "Maint", tone: "label" }, { text: formatCompact(account.maintMarginReq), tone: "value", bold: true }])
-      : null,
-  ].filter((segment): segment is PortfolioSummarySegment => segment != null);
-
-  return fitSummarySegments(candidates, widthBudget);
-}