gloomberb 0.7.4 → 0.8.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +27 -6
- package/package.json +2 -3
- package/src/api-client/auth.ts +167 -0
- package/src/api-client/chat.ts +116 -0
- package/src/api-client/data.ts +177 -0
- package/src/api-client/errors.ts +28 -0
- package/src/api-client/index.test.ts +675 -0
- package/src/api-client/index.ts +384 -0
- package/src/api-client/normalizers.ts +61 -0
- package/src/api-client/paths.ts +173 -0
- package/src/api-client/request.ts +124 -0
- package/src/api-client/socket.ts +483 -0
- package/src/api-client/types.ts +490 -0
- package/src/app/app-bootstrap-state.test.ts +157 -0
- package/src/app/app-bootstrap-state.ts +134 -0
- package/src/app/global-shortcuts.test.tsx +166 -0
- package/src/app/global-shortcuts.ts +126 -0
- package/src/app/pane-runtime/index.tsx +297 -0
- package/src/app/pane-runtime/layout-placement.ts +73 -0
- package/src/app/pane-runtime/pane-settings-runtime.tsx +67 -0
- package/src/app/pane-runtime/pane-template-runtime.ts +110 -0
- package/src/app/pane-runtime/plugin-bindings.ts +231 -0
- package/src/app/pane-runtime/ticker-inspector-runtime.ts +167 -0
- package/src/app/pane-runtime/ticker-open-runtime.ts +144 -0
- package/src/app/pane-template-dialog-wizard.tsx +52 -0
- package/src/app/runtime/broker-import.ts +109 -0
- package/src/app/runtime/desktop-menu.ts +74 -0
- package/src/app/runtime/plugin-bindings.ts +246 -0
- package/src/app/runtime/startup.ts +126 -0
- package/src/app/runtime/ticker-refresh.ts +249 -0
- package/src/app/runtime/update.ts +86 -0
- package/src/app.tsx +110 -1461
- package/src/brokers/broker-portfolio-sync.ts +186 -0
- package/src/brokers/broker-ticker-sync.ts +141 -0
- package/src/brokers/profile-form.ts +2 -2
- package/src/brokers/remote-broker-adapter.ts +3 -2
- package/src/brokers/sync-broker-instance.test.ts +140 -0
- package/src/brokers/sync-broker-instance.ts +60 -181
- package/src/capabilities/types.ts +4 -4
- package/src/cli/commands/search.ts +1 -1
- package/src/cli/commands/ticker.ts +3 -3
- package/src/cli/context.ts +1 -1
- package/src/cli/desktop-pane-shot.ts +305 -0
- package/src/cli/helpers.ts +1 -1
- package/src/cli/index.ts +34 -0
- package/src/cli/pane-functions/catalog.ts +243 -0
- package/src/cli/pane-functions/data.ts +78 -0
- package/src/cli/pane-functions/discovery.ts +113 -0
- package/src/cli/pane-functions/index.test.ts +114 -0
- package/src/cli/pane-functions/index.ts +112 -0
- package/src/cli/pane-functions/options.ts +249 -0
- package/src/cli/pane-functions/report.ts +180 -0
- package/src/cli/pane-functions/resolver.ts +96 -0
- package/src/cli/pane-functions/screenshot.ts +113 -0
- package/src/cli/registry.ts +3 -2
- package/src/cli/ticker-resolution.ts +1 -1
- package/src/cli.test.ts +1 -1
- package/src/components/chart/bar-chart-renderer.test.ts +53 -0
- package/src/components/chart/bar-chart-renderer.ts +190 -0
- package/src/components/chart/comparison/data.test.ts +105 -0
- package/src/components/chart/comparison/data.ts +279 -0
- package/src/components/chart/comparison/renderer.test.ts +187 -0
- package/src/components/chart/comparison/renderer.ts +283 -0
- package/src/components/chart/comparison/scene.ts +178 -0
- package/src/components/chart/comparison-stock-chart/axis-width.ts +99 -0
- package/src/components/chart/comparison-stock-chart/canvas.ts +148 -0
- package/src/components/chart/comparison-stock-chart/controls.ts +252 -0
- package/src/components/chart/comparison-stock-chart/helpers.ts +133 -0
- package/src/components/chart/comparison-stock-chart/interactions.ts +202 -0
- package/src/components/chart/comparison-stock-chart/layout-metrics.ts +62 -0
- package/src/components/chart/comparison-stock-chart/layout.tsx +155 -0
- package/src/components/chart/comparison-stock-chart/legend.tsx +73 -0
- package/src/components/chart/comparison-stock-chart/native-surfaces.ts +89 -0
- package/src/components/chart/comparison-stock-chart/render-data.ts +198 -0
- package/src/components/chart/comparison-stock-chart/render-output.ts +145 -0
- package/src/components/chart/comparison-stock-chart/selection-runtime.ts +111 -0
- package/src/components/chart/comparison-stock-chart/sources.ts +47 -0
- package/src/components/chart/comparison-stock-chart/surface-runtime.ts +159 -0
- package/src/components/chart/comparison-stock-chart/toolbar.tsx +107 -0
- package/src/components/chart/comparison-stock-chart/types.ts +22 -0
- package/src/components/chart/comparison-stock-chart/view.tsx +524 -0
- package/src/components/chart/comparison-stock-chart/viewport-runtime.ts +239 -0
- package/src/components/chart/comparison-stock-chart.tsx +12 -2028
- package/src/components/chart/core/axis-format.ts +147 -0
- package/src/components/chart/core/axis-measure.ts +33 -0
- package/src/components/chart/core/controller.test.ts +157 -0
- package/src/components/chart/core/controller.ts +349 -0
- package/src/components/chart/core/data.ts +94 -0
- package/src/components/chart/core/date-window.ts +392 -0
- package/src/components/chart/core/index.test.ts +1007 -0
- package/src/components/chart/core/indicator-selector.tsx +75 -0
- package/src/components/chart/core/keyboard.ts +15 -0
- package/src/components/chart/core/palette.ts +60 -0
- package/src/components/chart/core/pane-settings.test.ts +25 -0
- package/src/components/chart/core/pane-settings.ts +82 -0
- package/src/components/chart/core/pointer.ts +292 -0
- package/src/components/chart/core/projection.ts +333 -0
- package/src/components/chart/core/render-utils.ts +4 -0
- package/src/components/chart/core/renderer.ts +249 -0
- package/src/components/chart/core/resolution.test.ts +99 -0
- package/src/components/chart/core/resolution.ts +380 -0
- package/src/components/chart/core/scene.ts +180 -0
- package/src/components/chart/core/scroll.test.ts +70 -0
- package/src/components/chart/core/scroll.ts +104 -0
- package/src/components/chart/core/time-axis.ts +330 -0
- package/src/components/chart/core/types.ts +124 -0
- package/src/components/chart/core/viewport.test.ts +29 -0
- package/src/components/chart/core/viewport.ts +51 -0
- package/src/components/chart/core/window-viewport.test.ts +69 -0
- package/src/components/chart/core/window-viewport.ts +162 -0
- package/src/components/chart/display-cursor.ts +153 -0
- package/src/components/chart/market-session.ts +1 -1
- package/src/components/chart/multi-line/renderer.test.ts +83 -0
- package/src/components/chart/multi-line/renderer.ts +160 -0
- package/src/components/chart/multi-line/scene.ts +188 -0
- package/src/components/chart/native/canvas-bitmaps.ts +140 -0
- package/src/components/chart/native/chart-rasterizer.ts +18 -865
- package/src/components/chart/native/kitty/adapter.ts +9 -0
- package/src/components/chart/native/kitty/index.test.ts +752 -0
- package/src/components/chart/native/kitty/manager.ts +142 -0
- package/src/components/chart/native/kitty/support.ts +70 -0
- package/src/components/chart/native/raster/comparison-chart.ts +162 -0
- package/src/components/chart/native/raster/crosshair.ts +51 -0
- package/src/components/chart/native/raster/layout.ts +136 -0
- package/src/components/chart/native/raster/placement.ts +132 -0
- package/src/components/chart/native/raster/price-chart.ts +244 -0
- package/src/components/chart/native/raster/primitives.ts +154 -0
- package/src/components/chart/native/raster/types.ts +41 -0
- package/src/components/chart/native/renderer-selection.ts +81 -1
- package/src/components/chart/native/surface/hooks.ts +137 -0
- package/src/components/chart/native/surface/manager.ts +225 -0
- package/src/components/chart/native/surface/rendering.ts +211 -0
- package/src/components/chart/native/surface/sync.ts +34 -0
- package/src/components/chart/native/surface/visibility.ts +48 -0
- package/src/components/chart/price-axis-labels.tsx +4 -4
- package/src/components/chart/rendering/chart-draw.ts +270 -0
- package/src/components/chart/rendering/geometry.ts +95 -0
- package/src/components/chart/rendering/pixel-buffer.ts +267 -0
- package/src/components/chart/scatter-chart-renderer.test.ts +31 -0
- package/src/components/chart/scatter-chart-renderer.ts +223 -0
- package/src/components/chart/static/bar-chart-surface.tsx +85 -0
- package/src/components/chart/static/chart/bitmap.ts +50 -0
- package/src/components/chart/static/chart/surface.test.tsx +51 -0
- package/src/components/chart/static/chart/surface.tsx +181 -0
- package/src/components/chart/static/multi-line-chart-surface.tsx +180 -0
- package/src/components/chart/static/scatter-chart-surface.tsx +83 -0
- package/src/components/chart/stock-chart/auto.ts +216 -0
- package/src/components/chart/stock-chart/axis-width.ts +146 -0
- package/src/components/chart/stock-chart/bitmaps.ts +22 -0
- package/src/components/chart/stock-chart/canvas.ts +202 -0
- package/src/components/chart/stock-chart/controls.tsx +149 -0
- package/src/components/chart/stock-chart/cursor.ts +60 -0
- package/src/components/chart/stock-chart/data-runtime.ts +129 -0
- package/src/components/chart/stock-chart/footer.ts +248 -0
- package/src/components/chart/stock-chart/geometry.ts +160 -0
- package/src/components/chart/stock-chart/index.test.ts +500 -0
- package/src/components/chart/stock-chart/index.tsx +29 -0
- package/src/components/chart/stock-chart/indicators.ts +226 -0
- package/src/components/chart/stock-chart/interaction-runtime.ts +44 -0
- package/src/components/chart/stock-chart/interactions.ts +300 -0
- package/src/components/chart/stock-chart/keyboard.ts +373 -0
- package/src/components/chart/stock-chart/layout-metrics.ts +62 -0
- package/src/components/chart/stock-chart/layout.tsx +177 -0
- package/src/components/chart/stock-chart/native-surfaces.ts +121 -0
- package/src/components/chart/stock-chart/presentation.ts +67 -0
- package/src/components/chart/stock-chart/renderer-switch.test.tsx +263 -0
- package/src/components/chart/stock-chart/rendering/bounds.ts +116 -0
- package/src/components/chart/stock-chart/rendering/candidates.ts +145 -0
- package/src/components/chart/stock-chart/rendering/data.ts +370 -0
- package/src/components/chart/stock-chart/rendering/invalidation.ts +68 -0
- package/src/components/chart/stock-chart/rendering/output.ts +304 -0
- package/src/components/chart/stock-chart/rendering/planning.ts +122 -0
- package/src/components/chart/stock-chart/rendering/projection.test.tsx +98 -0
- package/src/components/chart/stock-chart/rendering/projection.ts +112 -0
- package/src/components/chart/stock-chart/rendering/state.test.ts +70 -0
- package/src/components/chart/stock-chart/rendering/state.ts +283 -0
- package/src/components/chart/stock-chart/requests.ts +337 -0
- package/src/components/chart/stock-chart/resolution-support.ts +96 -0
- package/src/components/chart/stock-chart/resolved/runtime.ts +289 -0
- package/src/components/chart/stock-chart/resolved.tsx +345 -0
- package/src/components/chart/stock-chart/settings.ts +77 -0
- package/src/components/chart/stock-chart/surface-runtime.ts +62 -0
- package/src/components/chart/stock-chart/types.ts +25 -0
- package/src/components/chart/stock-chart/view.tsx +155 -0
- package/src/components/chart/stock-chart/viewport/effects.ts +296 -0
- package/src/components/chart/stock-chart/viewport/index.ts +144 -0
- package/src/components/chart/stock-chart/viewport/runtime.ts +375 -0
- package/src/components/chart/time-axis-label.tsx +4 -3
- package/src/components/command-bar/action-runtime.ts +326 -0
- package/src/components/command-bar/commands/collection.ts +214 -0
- package/src/components/command-bar/commands/direct/index.ts +266 -0
- package/src/components/command-bar/commands/direct/runtime.ts +168 -0
- package/src/components/command-bar/commands/plugin/actions.ts +171 -0
- package/src/components/command-bar/commands/plugin/items.ts +166 -0
- package/src/components/command-bar/commands/registry.ts +263 -0
- package/src/components/command-bar/helpers.test.ts +13 -21
- package/src/components/command-bar/helpers.ts +51 -272
- package/src/components/command-bar/keyboard-handlers.ts +306 -0
- package/src/components/command-bar/keyboard-shortcuts.ts +204 -0
- package/src/components/command-bar/layout-items/current-layout.ts +120 -0
- package/src/components/command-bar/layout-items/focused-pane.ts +143 -0
- package/src/components/command-bar/layout-items/types.ts +25 -0
- package/src/components/command-bar/layout-items/window-mode.ts +72 -0
- package/src/components/command-bar/layout-items.ts +93 -0
- package/src/components/command-bar/list/model.ts +81 -0
- package/src/components/command-bar/list/navigation.ts +125 -0
- package/src/components/command-bar/list/view.tsx +316 -0
- package/src/components/command-bar/multi-select-picker.tsx +219 -0
- package/src/components/command-bar/multi-select-runtime.ts +91 -0
- package/src/components/command-bar/pane-actions.ts +124 -0
- package/src/components/command-bar/pane-settings.ts +227 -0
- package/src/components/command-bar/pane-templates/items.ts +203 -0
- package/src/components/command-bar/pane-templates/workflow-route.ts +81 -0
- package/src/components/command-bar/pane-templates/workflow.ts +282 -0
- package/src/components/command-bar/panel/body.tsx +311 -0
- package/src/components/command-bar/panel/index.tsx +196 -0
- package/src/components/command-bar/panel/layout.ts +117 -0
- package/src/components/command-bar/panel/runtime.ts +280 -0
- package/src/components/command-bar/panel/state.ts +138 -0
- package/src/components/command-bar/panel/types.ts +78 -0
- package/src/components/command-bar/picker-activation.ts +126 -0
- package/src/components/command-bar/routes/root/command-items.ts +176 -0
- package/src/components/command-bar/routes/root/provider-search.ts +200 -0
- package/src/components/command-bar/routes/root/results.ts +233 -0
- package/src/components/command-bar/routes/root/runtime.ts +315 -0
- package/src/components/command-bar/routes/root/selection.ts +228 -0
- package/src/components/command-bar/routes/root/shortcut-feedback.ts +108 -0
- package/src/components/command-bar/routes/root/shortcut-items.ts +159 -0
- package/src/components/command-bar/routes/root/shortcuts.test.ts +151 -0
- package/src/components/command-bar/routes/root/shortcuts.ts +188 -0
- package/src/components/command-bar/routes/ticker-search/actions.ts +142 -0
- package/src/components/command-bar/routes/ticker-search/results.ts +94 -0
- package/src/components/command-bar/routes/ticker-search/route.ts +151 -0
- package/src/components/command-bar/routing/actions.ts +299 -0
- package/src/components/command-bar/routing/confirm.ts +91 -0
- package/src/components/command-bar/routing/effects.ts +82 -0
- package/src/components/command-bar/routing/launch-request.ts +59 -0
- package/src/components/command-bar/routing/list-state.ts +242 -0
- package/src/components/command-bar/routing/navigation-state.ts +147 -0
- package/src/components/command-bar/selection-runtime.ts +291 -0
- package/src/components/command-bar/surface/environment.ts +124 -0
- package/src/components/command-bar/surface/index.test.tsx +864 -0
- package/src/components/command-bar/surface/index.tsx +344 -0
- package/src/components/command-bar/surface/pane.test.tsx +703 -0
- package/src/components/command-bar/surface/portfolio.test.tsx +452 -0
- package/src/components/command-bar/surface/test-harness.tsx +403 -0
- package/src/components/command-bar/theme-preview.ts +84 -0
- package/src/components/command-bar/view-model.test.ts +3 -3
- package/src/components/command-bar/view-model.ts +7 -6
- package/src/components/command-bar/workflow/alert.ts +164 -0
- package/src/components/command-bar/workflow/body.tsx +179 -0
- package/src/components/command-bar/workflow/broker.ts +158 -0
- package/src/components/command-bar/workflow/builtin.ts +134 -0
- package/src/components/command-bar/workflow/collection-actions.ts +257 -0
- package/src/components/command-bar/workflow/coordinator.ts +193 -0
- package/src/components/command-bar/workflow/field-row.tsx +214 -0
- package/src/components/command-bar/workflow/fields.ts +230 -0
- package/src/components/command-bar/workflow/ops.test.ts +197 -0
- package/src/components/command-bar/workflow/ops.ts +268 -0
- package/src/components/command-bar/workflow/route-actions.ts +232 -0
- package/src/components/command-bar/workflow/route-builder.ts +56 -0
- package/src/components/command-bar/workflow/runtime.ts +234 -0
- package/src/components/command-bar/workflow/submit.ts +213 -0
- package/src/components/command-bar/workflow/tickers.ts +214 -0
- package/src/components/command-bar/workflow/types.ts +127 -0
- package/src/components/data-table/stack-view.test.tsx +218 -0
- package/src/components/data-table/stack-view.tsx +59 -0
- package/src/components/data-table/view.test.tsx +254 -0
- package/src/components/data-table/view.tsx +306 -0
- package/src/components/feed-data-table/stack-view.test.tsx +148 -0
- package/src/components/feed-data-table/stack-view.tsx +359 -0
- package/src/components/index.ts +14 -14
- package/src/components/input-search-bar.tsx +94 -0
- package/src/components/layout/detached-pane-shell.tsx +22 -16
- package/src/components/layout/floating-pane.tsx +19 -24
- package/src/components/layout/header.tsx +9 -21
- package/src/components/layout/pane/content.test.tsx +64 -0
- package/src/components/layout/pane/content.tsx +44 -0
- package/src/components/layout/pane/cycle-order.test.ts +30 -0
- package/src/components/layout/pane/cycle-order.ts +32 -0
- package/src/components/layout/pane/footer/index.test.tsx +131 -0
- package/src/components/layout/pane/footer/index.tsx +246 -0
- package/src/components/layout/pane/footer/model.ts +99 -0
- package/src/components/layout/pane/footer/registration.tsx +114 -0
- package/src/components/layout/pane/frame.tsx +55 -0
- package/src/components/layout/pane/header.test.tsx +39 -0
- package/src/components/layout/pane/header.tsx +252 -0
- package/src/components/layout/pane/index.tsx +105 -0
- package/src/components/layout/pane/keyboard-scroll.test.tsx +146 -0
- package/src/components/layout/pane/sizing.ts +66 -0
- package/src/components/layout/pane/title.ts +38 -0
- package/src/components/layout/shell/action-menu-overlay.tsx +72 -0
- package/src/components/layout/shell/active-drag.ts +221 -0
- package/src/components/layout/shell/chrome.ts +8 -0
- package/src/components/layout/shell/drag/index.ts +432 -0
- package/src/components/layout/shell/drag/overlays.tsx +78 -0
- package/src/components/layout/shell/drag/runtime.ts +264 -0
- package/src/components/layout/shell/index.test.tsx +788 -0
- package/src/components/layout/shell/index.tsx +451 -0
- package/src/components/layout/shell/layout-state.ts +97 -0
- package/src/components/layout/shell/menu.ts +152 -0
- package/src/components/layout/shell/native/pointer-runtime.ts +184 -0
- package/src/components/layout/shell/native/surfaces.ts +127 -0
- package/src/components/layout/shell/native/window-state.ts +208 -0
- package/src/components/layout/shell/pane/actions.ts +129 -0
- package/src/components/layout/shell/pane/layers.tsx +234 -0
- package/src/components/layout/shell/pane/management-shortcuts.ts +114 -0
- package/src/components/layout/shell/shortcuts.ts +47 -0
- package/src/components/layout/shell/terminal-pointer-runtime.ts +326 -0
- package/src/components/layout/shell/window-mode/index.ts +253 -0
- package/src/components/layout/shell/window-mode/overlays.tsx +208 -0
- package/src/components/layout/status-bar.test.tsx +1 -101
- package/src/components/layout/status-bar.tsx +1 -1
- package/src/components/layout/window-edit/mode.test.ts +55 -0
- package/src/components/layout/window-edit/mode.ts +422 -0
- package/src/components/layout/window-edit/presentation.ts +123 -0
- package/src/components/layout/window-edit/status.tsx +101 -0
- package/src/components/markdown-text.tsx +3 -3
- package/src/components/onboarding/onboarding-steps.tsx +248 -0
- package/src/components/onboarding/onboarding-wizard.tsx +97 -1035
- package/src/components/onboarding/portfolio-step/broker-fields-panel.tsx +144 -0
- package/src/components/onboarding/portfolio-step/broker-setup-panel.tsx +97 -0
- package/src/components/onboarding/portfolio-step/broker-sync-panel.tsx +42 -0
- package/src/components/onboarding/portfolio-step/choose-panel.tsx +42 -0
- package/src/components/onboarding/portfolio-step/index.tsx +70 -0
- package/src/components/onboarding/portfolio-step/manual-name-panel.tsx +62 -0
- package/src/components/onboarding/portfolio-step/types.ts +25 -0
- package/src/components/onboarding/portfolio-step/utils.ts +15 -0
- package/src/components/onboarding/wizard-broker-sync.ts +230 -0
- package/src/components/onboarding/wizard-keyboard.ts +264 -0
- package/src/components/onboarding/wizard-model.ts +21 -0
- package/src/components/pane-settings-dialog/desktop.tsx +315 -0
- package/src/components/pane-settings-dialog/field-dialogs.tsx +213 -0
- package/src/components/pane-settings-dialog/tui.tsx +73 -0
- package/src/components/pane-settings-dialog/value.ts +36 -0
- package/src/components/pane-settings-dialog.tsx +18 -622
- package/src/components/pane-template-wizard.tsx +1 -1
- package/src/components/price-selector-dialog.tsx +2 -2
- package/src/components/price-sparkline/bitmap.ts +150 -0
- package/src/components/price-sparkline/index.ts +46 -0
- package/src/components/price-sparkline/model.ts +119 -0
- package/src/components/price-sparkline/view.tsx +214 -0
- package/src/components/quote-flash.ts +103 -0
- package/src/components/speedometer-gauge/desktop.tsx +151 -0
- package/src/components/speedometer-gauge/index.tsx +44 -0
- package/src/components/speedometer-gauge/model.ts +60 -0
- package/src/components/speedometer-gauge/terminal.tsx +261 -0
- package/src/components/ticker/badge/format.ts +42 -0
- package/src/components/ticker/badge/index.tsx +100 -0
- package/src/components/ticker/badge/list.tsx +57 -0
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- package/src/utils/price-history.test.ts +20 -0
- package/src/utils/price-history.ts +24 -2
- package/src/utils/relative-time.ts +8 -0
- package/src/utils/selection-clipboard.ts +1 -1
- package/src/utils/shortcut-labels.ts +2 -2
- package/src/utils/sort-values.ts +17 -0
- package/src/utils/terminal-input-reset.ts +1 -1
- package/src/utils/text-wrap.ts +20 -0
- package/src/version.ts +1 -1
- package/src/components/chart/chart-controller.test.ts +0 -110
- package/src/components/chart/chart-controller.ts +0 -650
- package/src/components/chart/chart-data.ts +0 -350
- package/src/components/chart/chart-indicator-selector.tsx +0 -75
- package/src/components/chart/chart-pane-settings.ts +0 -37
- package/src/components/chart/chart-renderer.ts +0 -1562
- package/src/components/chart/chart-resolution.test.ts +0 -87
- package/src/components/chart/chart-resolution.ts +0 -405
- package/src/components/chart/chart-scroll.test.ts +0 -70
- package/src/components/chart/chart-scroll.ts +0 -104
- package/src/components/chart/chart-types.ts +0 -119
- package/src/components/chart/chart-viewport.test.ts +0 -29
- package/src/components/chart/chart-viewport.ts +0 -50
- package/src/components/chart/chart.test.ts +0 -922
- package/src/components/chart/comparison-chart-data.test.ts +0 -105
- package/src/components/chart/comparison-chart-data.ts +0 -292
- package/src/components/chart/comparison-chart-renderer.test.ts +0 -187
- package/src/components/chart/comparison-chart-renderer.ts +0 -437
- package/src/components/chart/native/kitty-adapter.ts +0 -9
- package/src/components/chart/native/kitty-manager.ts +0 -142
- package/src/components/chart/native/kitty-support.ts +0 -71
- package/src/components/chart/native/kitty.test.ts +0 -728
- package/src/components/chart/native/surface-manager.ts +0 -225
- package/src/components/chart/native/surface-sync.ts +0 -34
- package/src/components/chart/native/surface-visibility.ts +0 -48
- package/src/components/chart/static-chart-surface.test.tsx +0 -51
- package/src/components/chart/static-chart-surface.tsx +0 -217
- package/src/components/chart/stock-chart-renderer-switch.test.tsx +0 -1323
- package/src/components/chart/stock-chart.test.ts +0 -330
- package/src/components/chart/stock-chart.tsx +0 -4148
- package/src/components/command-bar/__snapshots__/command-bar.test.tsx.snap +0 -109
- package/src/components/command-bar/command-bar.test.tsx +0 -3244
- package/src/components/command-bar/command-bar.tsx +0 -5868
- package/src/components/command-bar/command-registry.ts +0 -267
- package/src/components/command-bar/confirm-body.tsx +0 -51
- package/src/components/command-bar/list-model.ts +0 -80
- package/src/components/command-bar/pane-template-display.ts +0 -8
- package/src/components/command-bar/root-shortcuts.ts +0 -188
- package/src/components/command-bar/workflow-ops.test.ts +0 -144
- package/src/components/command-bar/workflow-ops.ts +0 -459
- package/src/components/command-bar/workflow-types.ts +0 -127
- package/src/components/data-table-stack-view.test.tsx +0 -241
- package/src/components/data-table-stack-view.tsx +0 -59
- package/src/components/data-table-view.test.tsx +0 -211
- package/src/components/data-table-view.tsx +0 -244
- package/src/components/feed-data-table-stack-view.test.tsx +0 -225
- package/src/components/feed-data-table-stack-view.tsx +0 -359
- package/src/components/layout/pane-content.test.tsx +0 -64
- package/src/components/layout/pane-content.tsx +0 -44
- package/src/components/layout/pane-cycle-order.test.ts +0 -30
- package/src/components/layout/pane-cycle-order.ts +0 -32
- package/src/components/layout/pane-footer.test.tsx +0 -195
- package/src/components/layout/pane-footer.tsx +0 -432
- package/src/components/layout/pane-header.test.tsx +0 -39
- package/src/components/layout/pane-header.tsx +0 -248
- package/src/components/layout/pane-keyboard-scroll.test.tsx +0 -226
- package/src/components/layout/pane-sizing.ts +0 -34
- package/src/components/layout/pane-title.ts +0 -38
- package/src/components/layout/pane.tsx +0 -129
- package/src/components/layout/shell.test.tsx +0 -1427
- package/src/components/layout/shell.tsx +0 -1912
- package/src/components/price-sparkline-view.tsx +0 -463
- package/src/components/price-sparkline.ts +0 -46
- package/src/components/speedometer-gauge.test.tsx +0 -45
- package/src/components/speedometer-gauge.tsx +0 -562
- package/src/components/ticker-badge-list.tsx +0 -53
- package/src/components/ticker-badge-text.test.tsx +0 -253
- package/src/components/ticker-badge-text.tsx +0 -113
- package/src/components/ticker-badge.tsx +0 -109
- package/src/components/ticker-list-table-view.tsx +0 -233
- package/src/components/ticker-list-table.test.tsx +0 -210
- package/src/components/ticker-list-table.tsx +0 -458
- package/src/components/ui/data-table.tsx +0 -522
- package/src/components/ui/multi-select-dialog.tsx +0 -336
- package/src/core/state/app-state.ts +0 -1009
- package/src/data/config-layout.ts +0 -225
- package/src/data/config-store-node.ts +0 -478
- package/src/data/config-store.test.ts +0 -481
- package/src/data/config-store.ts +0 -64
- package/src/data/sqlite-cache.test.ts +0 -151
- package/src/data/sqlite-database.ts +0 -68
- package/src/data/sqlite-json.ts +0 -16
- package/src/data/sqlite-retry.test.ts +0 -63
- package/src/market-data/coordinator-subscriptions.test.ts +0 -209
- package/src/market-data/coordinator.test.ts +0 -830
- package/src/market-data/coordinator.ts +0 -1155
- package/src/plugins/builtin/ai/screener-contract.test.ts +0 -117
- package/src/plugins/builtin/ai/screener-contract.ts +0 -174
- package/src/plugins/builtin/ai/screener-pane.test.tsx +0 -348
- package/src/plugins/builtin/ai/screener-pane.tsx +0 -1118
- package/src/plugins/builtin/ai/utils.ts +0 -1
- package/src/plugins/builtin/ask-ai.test.tsx +0 -348
- package/src/plugins/builtin/chat-controller.test.ts +0 -1376
- package/src/plugins/builtin/chat-controller.ts +0 -1248
- package/src/plugins/builtin/chat.test.tsx +0 -2245
- package/src/plugins/builtin/chat.tsx +0 -2267
- package/src/plugins/builtin/cloud-auth-actions.tsx +0 -72
- package/src/plugins/builtin/cloud-tweets.tsx +0 -896
- package/src/plugins/builtin/comparison-chart.test.tsx +0 -532
- package/src/plugins/builtin/comparison-chart.tsx +0 -194
- package/src/plugins/builtin/debug.tsx +0 -365
- package/src/plugins/builtin/earnings/earnings-cache.test.ts +0 -181
- package/src/plugins/builtin/earnings/earnings-cache.ts +0 -145
- package/src/plugins/builtin/earnings/earnings-data.test.ts +0 -90
- package/src/plugins/builtin/earnings/earnings-data.ts +0 -115
- package/src/plugins/builtin/fear-greed/fear-greed-data.test.ts +0 -72
- package/src/plugins/builtin/fear-greed/fear-greed-data.ts +0 -366
- package/src/plugins/builtin/help.test.tsx +0 -166
- package/src/plugins/builtin/help.tsx +0 -450
- package/src/plugins/builtin/layout-manager.tsx +0 -247
- package/src/plugins/builtin/manual-entry.tsx +0 -25
- package/src/plugins/builtin/news-wire/breaking-notifications.test.ts +0 -98
- package/src/plugins/builtin/news-wire/breaking-notifications.ts +0 -110
- package/src/plugins/builtin/news-wire/breaking-pane.test.tsx +0 -156
- package/src/plugins/builtin/news-wire/breaking-pane.tsx +0 -68
- package/src/plugins/builtin/news-wire/categories.ts +0 -114
- package/src/plugins/builtin/news-wire/default-feeds.ts +0 -3
- package/src/plugins/builtin/news-wire/feed-config.test.ts +0 -90
- package/src/plugins/builtin/news-wire/feed-config.ts +0 -216
- package/src/plugins/builtin/news-wire/index.tsx +0 -129
- package/src/plugins/builtin/news-wire/industry-pane.tsx +0 -126
- package/src/plugins/builtin/news-wire/news-detail-view.tsx +0 -299
- package/src/plugins/builtin/news-wire/news-footer.ts +0 -28
- package/src/plugins/builtin/news-wire/news-preset-pane.tsx +0 -98
- package/src/plugins/builtin/news-wire/news-query-presets.ts +0 -40
- package/src/plugins/builtin/news-wire/news-table.test.tsx +0 -206
- package/src/plugins/builtin/news-wire/news-table.tsx +0 -296
- package/src/plugins/builtin/news-wire/persisted-articles.ts +0 -98
- package/src/plugins/builtin/news-wire/read-state.ts +0 -76
- package/src/plugins/builtin/news-wire/rss-parser.test.ts +0 -184
- package/src/plugins/builtin/news-wire/rss-parser.ts +0 -213
- package/src/plugins/builtin/news-wire/rss-source.test.ts +0 -159
- package/src/plugins/builtin/news-wire/rss-source.ts +0 -181
- package/src/plugins/builtin/news.tsx +0 -194
- package/src/plugins/builtin/notes.tsx +0 -561
- package/src/plugins/builtin/options.test.tsx +0 -241
- package/src/plugins/builtin/options.tsx +0 -542
- package/src/plugins/builtin/portfolio-list/cli/commands.ts +0 -657
- package/src/plugins/builtin/portfolio-list/pane.tsx +0 -724
- package/src/plugins/builtin/portfolio-list/quick-add.tsx +0 -422
- package/src/plugins/builtin/portfolio-list/summary.tsx +0 -275
- package/src/plugins/builtin/portfolio-list.test.ts +0 -133
- package/src/plugins/builtin/portfolio-list.test.tsx +0 -1535
- package/src/plugins/builtin/portfolio-metrics.test.ts +0 -236
- package/src/plugins/builtin/quote-monitor.test.tsx +0 -222
- package/src/plugins/builtin/sec-filing-display.tsx +0 -84
- package/src/plugins/builtin/sec.tsx +0 -342
- package/src/plugins/builtin/ticker-detail/financials-tab.tsx +0 -461
- package/src/plugins/builtin/ticker-detail/quote-monitor.tsx +0 -479
- package/src/plugins/builtin/ticker-detail-chart-tab-switch.test.tsx +0 -269
- package/src/plugins/builtin/ticker-detail.test.tsx +0 -888
- package/src/plugins/builtin/ticker-surface.ts +0 -68
- package/src/plugins/builtin/yahoo.ts +0 -72
- package/src/plugins/catalog-ui.test.ts +0 -24
- package/src/plugins/ibkr/__snapshots__/trade-tab.test.tsx.snap +0 -35
- package/src/plugins/ibkr/flex.test.ts +0 -162
- package/src/plugins/ibkr/flex.ts +0 -371
- package/src/plugins/ibkr/gateway-helpers.ts +0 -33
- package/src/plugins/ibkr/gateway-selection.ts +0 -51
- package/src/plugins/ibkr/gateway-service-native.ts +0 -2377
- package/src/plugins/ibkr/gateway-service.test.ts +0 -584
- package/src/plugins/ibkr/gateway-service.ts +0 -433
- package/src/plugins/ibkr/gateway-types.ts +0 -27
- package/src/plugins/ibkr/price-normalization.test.ts +0 -33
- package/src/plugins/ibkr/price-normalization.ts +0 -60
- package/src/plugins/ibkr/trade-badge.tsx +0 -28
- package/src/plugins/ibkr/trade-tab.test.tsx +0 -276
- package/src/plugins/ibkr/trade-tab.tsx +0 -1117
- package/src/plugins/ibkr/trade-utils.test.ts +0 -175
- package/src/plugins/ibkr/trade-utils.ts +0 -150
- package/src/plugins/ibkr/trading-pane.tsx +0 -474
- package/src/plugins/ibkr/trading-state.test.ts +0 -109
- package/src/plugins/ibkr/trading-state.ts +0 -339
- package/src/plugins/plugin-runtime.test.tsx +0 -323
- package/src/plugins/plugin-runtime.tsx +0 -433
- package/src/plugins/prediction-markets/controller-data.ts +0 -785
- package/src/plugins/prediction-markets/controller.ts +0 -659
- package/src/plugins/prediction-markets/services/kalshi-adapter.ts +0 -572
- package/src/plugins/prediction-markets/services/polymarket-adapter.ts +0 -696
- package/src/plugins/prediction-markets/services/polymarket-ws.ts +0 -128
- package/src/plugins/registry.test.ts +0 -362
- package/src/plugins/registry.ts +0 -854
- package/src/renderers/electrobun/bun/application-menu-click.test.ts +0 -50
- package/src/renderers/electrobun/bun/application-menu-click.ts +0 -58
- package/src/renderers/electrobun/bun/application-menu.ts +0 -123
- package/src/renderers/electrobun/bun/context-menu-click.test.ts +0 -67
- package/src/renderers/electrobun/bun/context-menu-normalize.test.ts +0 -52
- package/src/renderers/electrobun/bun/context-menu-normalize.ts +0 -67
- package/src/renderers/electrobun/bun/desktop-workspace.test.ts +0 -63
- package/src/renderers/electrobun/bun/desktop-workspace.ts +0 -180
- package/src/renderers/electrobun/bun/window-focus.ts +0 -37
- package/src/renderers/electrobun/bun/window-frame.test.ts +0 -40
- package/src/renderers/electrobun/view/data-table.tsx +0 -810
- package/src/renderers/electrobun/view/desktop-controls.tsx +0 -673
- package/src/renderers/electrobun/view/desktop-window-bridge.ts +0 -70
- package/src/renderers/electrobun/view/desktop-window-snapshot.test.ts +0 -57
- package/src/renderers/electrobun/view/desktop-window-snapshot.ts +0 -41
- package/src/renderers/electrobun/view/native-stubs/chart-kitty-support.ts +0 -9
- package/src/renderers/opentui/image-loader.test.ts +0 -25
- package/src/renderers/opentui/image-loader.ts +0 -105
- package/src/renderers/opentui/image-surface.tsx +0 -266
- package/src/sources/gloomberb-cloud.test.ts +0 -637
- package/src/sources/gloomberb-cloud.ts +0 -828
- package/src/sources/provider-router.test.ts +0 -2600
- package/src/sources/provider-router.ts +0 -2231
- package/src/state/app-activity.test.ts +0 -41
- package/src/state/app-activity.ts +0 -106
- package/src/state/app-bootstrap.test.ts +0 -498
- package/src/state/app-bootstrap.ts +0 -411
- package/src/state/app-context-selector.test.tsx +0 -369
- package/src/state/app-context.test.ts +0 -670
- package/src/state/app-context.test.tsx +0 -193
- package/src/state/app-context.tsx +0 -485
- package/src/state/use-inline-tickers.test.tsx +0 -73
- package/src/state/use-inline-tickers.ts +0 -188
- package/src/state/use-quote-streaming.test.ts +0 -31
- package/src/state/use-quote-streaming.test.tsx +0 -70
- package/src/state/use-quote-streaming.ts +0 -92
- package/src/state/use-session-snapshot.ts +0 -99
- package/src/utils/api-client.test.ts +0 -603
- package/src/utils/api-client.ts +0 -1379
- package/src/utils/market-format.test.ts +0 -109
- package/src/utils/market-format.ts +0 -299
- package/src/utils/market-status.ts +0 -141
- package/src/utils/quote-freshness.test.ts +0 -150
- package/src/utils/quote-freshness.ts +0 -145
- package/src/utils/quote-resolution.test.ts +0 -277
- package/src/utils/quote-resolution.ts +0 -642
- package/src/utils/quote-time.test.ts +0 -34
- package/src/utils/quote-time.ts +0 -59
- package/src/utils/ticker-list.test.ts +0 -16
- package/src/utils/ticker-search.test.ts +0 -227
- package/src/utils/ticker-search.ts +0 -855
- package/src/utils/ticker-tokenizer.test.ts +0 -31
- package/src/utils/ticker-tokenizer.ts +0 -37
- /package/src/components/chart/native/{kitty-protocol.ts → kitty/protocol.ts} +0 -0
- /package/src/components/ui/{multi-select.ts → multi-select/index.ts} +0 -0
- /package/src/data/{sqlite-retry.ts → sqlite/retry.ts} +0 -0
- /package/src/plugins/builtin/{news-wire → news/wire}/hash.ts +0 -0
- /package/src/plugins/builtin/{news-wire → news/wire}/read-state.test.ts +0 -0
- /package/src/plugins/builtin/{notes-files.ts → notes/files.ts} +0 -0
- /package/src/renderers/electrobun/bun/{context-menu-click.ts → context-menu/click.ts} +0 -0
- /package/src/renderers/electrobun/bun/{window-frame.ts → window/frame.ts} +0 -0
- /package/src/renderers/electrobun/view/native-stubs/{chart-surface-manager.ts → chart/surface-manager.ts} +0 -0
- /package/src/renderers/electrobun/view/native-stubs/{chart-surface-sync.ts → chart/surface-sync.ts} +0 -0
- /package/src/{utils/ticker-list.ts → tickers/list.ts} +0 -0
- /package/src/{utils/ticker-metadata.ts → tickers/metadata.ts} +0 -0
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...fallbackProvider,
|
|
90
|
-
async getExchangeRate() {
|
|
91
|
-
providerCalls += 1;
|
|
92
|
-
return 1;
|
|
93
|
-
},
|
|
94
|
-
});
|
|
95
|
-
|
|
96
|
-
const rate = await router.getExchangeRate("usd");
|
|
97
|
-
await Promise.resolve();
|
|
98
|
-
|
|
99
|
-
expect(rate).toBe(1);
|
|
100
|
-
expect(providerCalls).toBe(0);
|
|
101
|
-
});
|
|
102
|
-
|
|
103
|
-
test("routes market calls only through sources with market capability", async () => {
|
|
104
|
-
const newsOnlySource: CapabilityRouteSource = {
|
|
105
|
-
id: "news-only",
|
|
106
|
-
name: "News Only",
|
|
107
|
-
priority: 1,
|
|
108
|
-
news: {
|
|
109
|
-
fetchNews: async () => {
|
|
110
|
-
throw new Error("news-only source should not handle market requests");
|
|
111
|
-
},
|
|
112
|
-
},
|
|
113
|
-
};
|
|
114
|
-
const marketSource: CapabilityRouteSource = {
|
|
115
|
-
id: "market-source",
|
|
116
|
-
name: "Market Source",
|
|
117
|
-
priority: 10,
|
|
118
|
-
market: {
|
|
119
|
-
...fallbackProvider,
|
|
120
|
-
id: "market-source",
|
|
121
|
-
name: "Market Source",
|
|
122
|
-
async getQuote(symbol) {
|
|
123
|
-
return {
|
|
124
|
-
symbol,
|
|
125
|
-
providerId: "market-source",
|
|
126
|
-
price: 250,
|
|
127
|
-
currency: "USD",
|
|
128
|
-
change: 1,
|
|
129
|
-
changePercent: 0.4,
|
|
130
|
-
lastUpdated: Date.now(),
|
|
131
|
-
};
|
|
132
|
-
},
|
|
133
|
-
},
|
|
134
|
-
};
|
|
135
|
-
|
|
136
|
-
const router = new AssetDataRouter(fallbackProvider, [newsOnlySource, marketSource]);
|
|
137
|
-
|
|
138
|
-
const quote = await router.getQuote("AAPL", "NASDAQ");
|
|
139
|
-
|
|
140
|
-
expect(quote.providerId).toBe("market-source");
|
|
141
|
-
expect(quote.price).toBe(250);
|
|
142
|
-
});
|
|
143
|
-
|
|
144
|
-
test("routes news calls only through sources with news capability", async () => {
|
|
145
|
-
const article = makeArticle("source-news");
|
|
146
|
-
const marketOnlySource: CapabilityRouteSource = {
|
|
147
|
-
id: "market-only",
|
|
148
|
-
name: "Market Only",
|
|
149
|
-
priority: 1,
|
|
150
|
-
market: {
|
|
151
|
-
...fallbackProvider,
|
|
152
|
-
id: "market-only",
|
|
153
|
-
name: "Market Only",
|
|
154
|
-
},
|
|
155
|
-
};
|
|
156
|
-
const newsSource: CapabilityRouteSource = {
|
|
157
|
-
id: "news-source",
|
|
158
|
-
name: "News Source",
|
|
159
|
-
priority: 10,
|
|
160
|
-
news: {
|
|
161
|
-
fetchNews: async () => [article],
|
|
162
|
-
},
|
|
163
|
-
};
|
|
164
|
-
const router = new AssetDataRouter(null, [marketOnlySource, newsSource]);
|
|
165
|
-
|
|
166
|
-
const articles = await router.getNews({ feed: "latest", limit: 10 });
|
|
167
|
-
|
|
168
|
-
expect(articles).toEqual([article]);
|
|
169
|
-
});
|
|
170
|
-
|
|
171
|
-
test("falls back to later providers when holder data is empty", async () => {
|
|
172
|
-
const cloudProvider: DataProvider = {
|
|
173
|
-
...fallbackProvider,
|
|
174
|
-
id: "cloud",
|
|
175
|
-
name: "Cloud",
|
|
176
|
-
priority: 100,
|
|
177
|
-
async getHolders(symbol) {
|
|
178
|
-
return {
|
|
179
|
-
providerId: "cloud",
|
|
180
|
-
symbol,
|
|
181
|
-
holders: [],
|
|
182
|
-
};
|
|
183
|
-
},
|
|
184
|
-
};
|
|
185
|
-
const yahooProvider: DataProvider = {
|
|
186
|
-
...fallbackProvider,
|
|
187
|
-
id: "yahoo",
|
|
188
|
-
name: "Yahoo",
|
|
189
|
-
priority: 1000,
|
|
190
|
-
async getHolders(symbol) {
|
|
191
|
-
return {
|
|
192
|
-
providerId: "yahoo",
|
|
193
|
-
symbol,
|
|
194
|
-
currency: "USD",
|
|
195
|
-
holders: [{
|
|
196
|
-
providerId: "yahoo",
|
|
197
|
-
ownerType: "institution",
|
|
198
|
-
name: "Vanguard Group Inc",
|
|
199
|
-
shares: 1_200_000_000,
|
|
200
|
-
value: 250_000_000_000,
|
|
201
|
-
percentHeld: 0.08,
|
|
202
|
-
changePercent: 0.02,
|
|
203
|
-
}],
|
|
204
|
-
};
|
|
205
|
-
},
|
|
206
|
-
};
|
|
207
|
-
|
|
208
|
-
const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
|
|
209
|
-
const holders = await router.getHolders("AAPL", "NASDAQ");
|
|
210
|
-
|
|
211
|
-
expect(holders.providerId).toBe("yahoo");
|
|
212
|
-
expect(holders.holders[0]?.name).toBe("Vanguard Group Inc");
|
|
213
|
-
});
|
|
214
|
-
|
|
215
|
-
test("falls back to later analyst providers when rating targets are missing", async () => {
|
|
216
|
-
const cloudProvider: DataProvider = {
|
|
217
|
-
...fallbackProvider,
|
|
218
|
-
id: "cloud",
|
|
219
|
-
name: "Cloud",
|
|
220
|
-
priority: 100,
|
|
221
|
-
async getAnalystResearch(symbol) {
|
|
222
|
-
return {
|
|
223
|
-
providerId: "cloud",
|
|
224
|
-
symbol,
|
|
225
|
-
ratings: [{ date: "2026-05-01", firm: "Cloud Firm", action: "Raises", current: "Buy", prior: "Buy" }],
|
|
226
|
-
recommendations: [],
|
|
227
|
-
earningsEstimates: [],
|
|
228
|
-
revenueEstimates: [],
|
|
229
|
-
};
|
|
230
|
-
},
|
|
231
|
-
};
|
|
232
|
-
const yahooProvider: DataProvider = {
|
|
233
|
-
...fallbackProvider,
|
|
234
|
-
id: "yahoo",
|
|
235
|
-
name: "Yahoo",
|
|
236
|
-
priority: 1000,
|
|
237
|
-
async getAnalystResearch(symbol) {
|
|
238
|
-
return {
|
|
239
|
-
providerId: "yahoo",
|
|
240
|
-
symbol,
|
|
241
|
-
ratings: [{
|
|
242
|
-
date: "2026-05-01",
|
|
243
|
-
firm: "Yahoo Firm",
|
|
244
|
-
action: "Raises",
|
|
245
|
-
current: "Buy",
|
|
246
|
-
prior: "Buy",
|
|
247
|
-
currentPriceTarget: 680,
|
|
248
|
-
priorPriceTarget: 595,
|
|
249
|
-
}],
|
|
250
|
-
recommendations: [],
|
|
251
|
-
earningsEstimates: [],
|
|
252
|
-
revenueEstimates: [],
|
|
253
|
-
};
|
|
254
|
-
},
|
|
255
|
-
};
|
|
256
|
-
|
|
257
|
-
const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
|
|
258
|
-
const research = await router.getAnalystResearch("AAPL", "NASDAQ");
|
|
259
|
-
|
|
260
|
-
expect(research.providerId).toBe("yahoo");
|
|
261
|
-
expect(research.ratings[0]?.currentPriceTarget).toBe(680);
|
|
262
|
-
expect(research.ratings[0]?.priorPriceTarget).toBe(595);
|
|
263
|
-
});
|
|
264
|
-
|
|
265
|
-
test("prefers cached analyst records with rating targets", async () => {
|
|
266
|
-
const dbPath = createTempDbPath("cached-analyst-targets");
|
|
267
|
-
const persistence = new AppPersistence(dbPath);
|
|
268
|
-
const cloudProvider: DataProvider = {
|
|
269
|
-
...fallbackProvider,
|
|
270
|
-
id: "cloud",
|
|
271
|
-
name: "Cloud",
|
|
272
|
-
priority: 100,
|
|
273
|
-
async getAnalystResearch(symbol) {
|
|
274
|
-
return {
|
|
275
|
-
providerId: "cloud",
|
|
276
|
-
symbol,
|
|
277
|
-
ratings: [{ date: "2026-05-01", firm: "Cloud Firm", action: "Raises", current: "Buy", prior: "Buy" }],
|
|
278
|
-
recommendations: [],
|
|
279
|
-
earningsEstimates: [],
|
|
280
|
-
revenueEstimates: [],
|
|
281
|
-
};
|
|
282
|
-
},
|
|
283
|
-
};
|
|
284
|
-
const yahooProvider: DataProvider = {
|
|
285
|
-
...fallbackProvider,
|
|
286
|
-
id: "yahoo",
|
|
287
|
-
name: "Yahoo",
|
|
288
|
-
priority: 1000,
|
|
289
|
-
async getAnalystResearch(symbol) {
|
|
290
|
-
return {
|
|
291
|
-
providerId: "yahoo",
|
|
292
|
-
symbol,
|
|
293
|
-
ratings: [{
|
|
294
|
-
date: "2026-05-01",
|
|
295
|
-
firm: "Yahoo Firm",
|
|
296
|
-
action: "Raises",
|
|
297
|
-
current: "Buy",
|
|
298
|
-
prior: "Buy",
|
|
299
|
-
currentPriceTarget: 680,
|
|
300
|
-
priorPriceTarget: 595,
|
|
301
|
-
}],
|
|
302
|
-
recommendations: [],
|
|
303
|
-
earningsEstimates: [],
|
|
304
|
-
revenueEstimates: [],
|
|
305
|
-
};
|
|
306
|
-
},
|
|
307
|
-
};
|
|
308
|
-
const unavailableProvider = (id: string, priority: number): DataProvider => ({
|
|
309
|
-
...fallbackProvider,
|
|
310
|
-
id,
|
|
311
|
-
name: id,
|
|
312
|
-
priority,
|
|
313
|
-
async getAnalystResearch() {
|
|
314
|
-
throw new Error(`${id} should not be fetched`);
|
|
315
|
-
},
|
|
316
|
-
});
|
|
317
|
-
|
|
318
|
-
try {
|
|
319
|
-
const seedRouter = new AssetDataRouter(yahooProvider, [cloudProvider], persistence.resources);
|
|
320
|
-
await seedRouter.getAnalystResearch("AAPL", "NASDAQ");
|
|
321
|
-
|
|
322
|
-
const cachedRouter = new AssetDataRouter(
|
|
323
|
-
unavailableProvider("yahoo", 1000),
|
|
324
|
-
[unavailableProvider("cloud", 100)],
|
|
325
|
-
persistence.resources,
|
|
326
|
-
);
|
|
327
|
-
const research = await cachedRouter.getAnalystResearch("AAPL", "NASDAQ");
|
|
328
|
-
|
|
329
|
-
expect(research.providerId).toBe("yahoo");
|
|
330
|
-
expect(research.ratings[0]?.currentPriceTarget).toBe(680);
|
|
331
|
-
expect(research.ratings[0]?.priorPriceTarget).toBe(595);
|
|
332
|
-
} finally {
|
|
333
|
-
persistence.close();
|
|
334
|
-
}
|
|
335
|
-
});
|
|
336
|
-
|
|
337
|
-
test("prefers broker quotes over fallback quotes", async () => {
|
|
338
|
-
const router = new AssetDataRouter(fallbackProvider);
|
|
339
|
-
const broker: BrokerAdapter = {
|
|
340
|
-
id: "ibkr",
|
|
341
|
-
name: "IBKR",
|
|
342
|
-
configSchema: [],
|
|
343
|
-
async validate() {
|
|
344
|
-
return true;
|
|
345
|
-
},
|
|
346
|
-
async importPositions() {
|
|
347
|
-
return [];
|
|
348
|
-
},
|
|
349
|
-
async getQuote() {
|
|
350
|
-
return {
|
|
351
|
-
symbol: "AAPL",
|
|
352
|
-
price: 123.45,
|
|
353
|
-
currency: "USD",
|
|
354
|
-
change: 1,
|
|
355
|
-
changePercent: 0.8,
|
|
356
|
-
lastUpdated: Date.now(),
|
|
357
|
-
};
|
|
358
|
-
},
|
|
359
|
-
};
|
|
360
|
-
|
|
361
|
-
router.attachRegistry({
|
|
362
|
-
brokers: new Map([["ibkr", broker]]),
|
|
363
|
-
getEnabledCapabilities: () => [],
|
|
364
|
-
} as any);
|
|
365
|
-
router.setConfigAccessor(() => ({
|
|
366
|
-
dataDir: "",
|
|
367
|
-
configVersion: CURRENT_CONFIG_VERSION,
|
|
368
|
-
baseCurrency: "USD",
|
|
369
|
-
refreshIntervalMinutes: 30,
|
|
370
|
-
portfolios: [],
|
|
371
|
-
watchlists: [],
|
|
372
|
-
columns: [],
|
|
373
|
-
layout: cloneLayout(DEFAULT_LAYOUT),
|
|
374
|
-
layouts: [{ name: "Default", layout: cloneLayout(DEFAULT_LAYOUT) }],
|
|
375
|
-
activeLayoutIndex: 0,
|
|
376
|
-
brokerInstances: [{
|
|
377
|
-
id: "ibkr-work",
|
|
378
|
-
brokerType: "ibkr",
|
|
379
|
-
label: "Work",
|
|
380
|
-
connectionMode: "gateway",
|
|
381
|
-
config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } },
|
|
382
|
-
enabled: true,
|
|
383
|
-
}],
|
|
384
|
-
plugins: [],
|
|
385
|
-
disabledPlugins: [],
|
|
386
|
-
theme: "amber",
|
|
387
|
-
chartPreferences: {
|
|
388
|
-
defaultRenderMode: "area",
|
|
389
|
-
renderer: "auto",
|
|
390
|
-
},
|
|
391
|
-
recentTickers: [],
|
|
392
|
-
}));
|
|
393
|
-
|
|
394
|
-
const quote = await router.getQuote("AAPL", "NASDAQ", { brokerId: "ibkr", brokerInstanceId: "ibkr-work" });
|
|
395
|
-
expect(quote.price).toBe(123.45);
|
|
396
|
-
});
|
|
397
|
-
|
|
398
|
-
test("falls back to provider quotes when a broker mark is stale", async () => {
|
|
399
|
-
const fixedNow = Date.parse("2026-05-13T21:00:00Z");
|
|
400
|
-
const realDateNow = Date.now;
|
|
401
|
-
Date.now = () => fixedNow;
|
|
402
|
-
try {
|
|
403
|
-
const yahooProvider: DataProvider = {
|
|
404
|
-
...fallbackProvider,
|
|
405
|
-
id: "yahoo",
|
|
406
|
-
name: "Yahoo",
|
|
407
|
-
async getQuote(symbol) {
|
|
408
|
-
return {
|
|
409
|
-
symbol,
|
|
410
|
-
providerId: "yahoo",
|
|
411
|
-
price: 50_500,
|
|
412
|
-
currency: "JPY",
|
|
413
|
-
change: 4400,
|
|
414
|
-
changePercent: 9.54,
|
|
415
|
-
lastUpdated: Date.parse("2026-05-13T06:24:00Z"),
|
|
416
|
-
listingExchangeName: "JPX",
|
|
417
|
-
marketState: "CLOSED",
|
|
418
|
-
dataSource: "delayed",
|
|
419
|
-
};
|
|
420
|
-
},
|
|
421
|
-
};
|
|
422
|
-
const router = new AssetDataRouter(yahooProvider);
|
|
423
|
-
const broker: BrokerAdapter = {
|
|
424
|
-
id: "ibkr",
|
|
425
|
-
name: "IBKR",
|
|
426
|
-
configSchema: [],
|
|
427
|
-
async validate() {
|
|
428
|
-
return true;
|
|
429
|
-
},
|
|
430
|
-
async importPositions() {
|
|
431
|
-
return [];
|
|
432
|
-
},
|
|
433
|
-
async getQuote() {
|
|
434
|
-
return {
|
|
435
|
-
symbol: "285A.T",
|
|
436
|
-
providerId: "ibkr",
|
|
437
|
-
price: 46_100,
|
|
438
|
-
currency: "JPY",
|
|
439
|
-
change: 0,
|
|
440
|
-
changePercent: 0,
|
|
441
|
-
lastUpdated: Date.parse("2026-05-08T06:00:00Z"),
|
|
442
|
-
dataSource: "delayed",
|
|
443
|
-
};
|
|
444
|
-
},
|
|
445
|
-
};
|
|
446
|
-
|
|
447
|
-
router.attachRegistry({
|
|
448
|
-
brokers: new Map([["ibkr", broker]]),
|
|
449
|
-
getEnabledCapabilities: () => [],
|
|
450
|
-
} as any);
|
|
451
|
-
router.setConfigAccessor(() => ({
|
|
452
|
-
dataDir: "",
|
|
453
|
-
configVersion: CURRENT_CONFIG_VERSION,
|
|
454
|
-
baseCurrency: "USD",
|
|
455
|
-
refreshIntervalMinutes: 30,
|
|
456
|
-
portfolios: [],
|
|
457
|
-
watchlists: [],
|
|
458
|
-
columns: [],
|
|
459
|
-
layout: cloneLayout(DEFAULT_LAYOUT),
|
|
460
|
-
layouts: [{ name: "Default", layout: cloneLayout(DEFAULT_LAYOUT) }],
|
|
461
|
-
activeLayoutIndex: 0,
|
|
462
|
-
brokerInstances: [{
|
|
463
|
-
id: "ibkr-work",
|
|
464
|
-
brokerType: "ibkr",
|
|
465
|
-
label: "Work",
|
|
466
|
-
connectionMode: "gateway",
|
|
467
|
-
config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } },
|
|
468
|
-
enabled: true,
|
|
469
|
-
}],
|
|
470
|
-
plugins: [],
|
|
471
|
-
disabledPlugins: [],
|
|
472
|
-
theme: "amber",
|
|
473
|
-
chartPreferences: {
|
|
474
|
-
defaultRenderMode: "area",
|
|
475
|
-
renderer: "auto",
|
|
476
|
-
},
|
|
477
|
-
recentTickers: [],
|
|
478
|
-
}));
|
|
479
|
-
|
|
480
|
-
const quote = await router.getQuote("285A.T", "TSEJ", { brokerId: "ibkr", brokerInstanceId: "ibkr-work" });
|
|
481
|
-
expect(quote.providerId).toBe("yahoo");
|
|
482
|
-
expect(quote.price).toBe(50_500);
|
|
483
|
-
} finally {
|
|
484
|
-
Date.now = realDateNow;
|
|
485
|
-
}
|
|
486
|
-
});
|
|
487
|
-
|
|
488
|
-
test("prefers the requested broker instance in search results", async () => {
|
|
489
|
-
const router = new AssetDataRouter(fallbackProvider);
|
|
490
|
-
const broker: BrokerAdapter = {
|
|
491
|
-
id: "ibkr",
|
|
492
|
-
name: "IBKR",
|
|
493
|
-
configSchema: [],
|
|
494
|
-
async validate() {
|
|
495
|
-
return true;
|
|
496
|
-
},
|
|
497
|
-
async importPositions() {
|
|
498
|
-
return [];
|
|
499
|
-
},
|
|
500
|
-
async searchInstruments(_query, instance) {
|
|
501
|
-
return [{
|
|
502
|
-
providerId: "ibkr",
|
|
503
|
-
symbol: instance.label === "Work" ? "AAPL" : "MSFT",
|
|
504
|
-
name: `${instance.label} contract`,
|
|
505
|
-
exchange: "NASDAQ",
|
|
506
|
-
type: "STK",
|
|
507
|
-
brokerContract: {
|
|
508
|
-
brokerId: "ibkr",
|
|
509
|
-
symbol: instance.label === "Work" ? "AAPL" : "MSFT",
|
|
510
|
-
exchange: "SMART",
|
|
511
|
-
},
|
|
512
|
-
}];
|
|
513
|
-
},
|
|
514
|
-
};
|
|
515
|
-
|
|
516
|
-
router.attachRegistry({
|
|
517
|
-
brokers: new Map([["ibkr", broker]]),
|
|
518
|
-
getEnabledCapabilities: () => [],
|
|
519
|
-
} as any);
|
|
520
|
-
router.setConfigAccessor(() => ({
|
|
521
|
-
dataDir: "",
|
|
522
|
-
configVersion: CURRENT_CONFIG_VERSION,
|
|
523
|
-
baseCurrency: "USD",
|
|
524
|
-
refreshIntervalMinutes: 30,
|
|
525
|
-
portfolios: [],
|
|
526
|
-
watchlists: [],
|
|
527
|
-
columns: [],
|
|
528
|
-
layout: cloneLayout(DEFAULT_LAYOUT),
|
|
529
|
-
layouts: [{ name: "Default", layout: cloneLayout(DEFAULT_LAYOUT) }],
|
|
530
|
-
activeLayoutIndex: 0,
|
|
531
|
-
brokerInstances: [
|
|
532
|
-
{
|
|
533
|
-
id: "ibkr-work",
|
|
534
|
-
brokerType: "ibkr",
|
|
535
|
-
label: "Work",
|
|
536
|
-
connectionMode: "gateway",
|
|
537
|
-
config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } },
|
|
538
|
-
enabled: true,
|
|
539
|
-
},
|
|
540
|
-
{
|
|
541
|
-
id: "ibkr-personal",
|
|
542
|
-
brokerType: "ibkr",
|
|
543
|
-
label: "Personal",
|
|
544
|
-
connectionMode: "gateway",
|
|
545
|
-
config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4003, clientId: 2 } },
|
|
546
|
-
enabled: true,
|
|
547
|
-
},
|
|
548
|
-
],
|
|
549
|
-
plugins: [],
|
|
550
|
-
disabledPlugins: [],
|
|
551
|
-
theme: "amber",
|
|
552
|
-
chartPreferences: {
|
|
553
|
-
defaultRenderMode: "area",
|
|
554
|
-
renderer: "auto",
|
|
555
|
-
},
|
|
556
|
-
recentTickers: [],
|
|
557
|
-
}));
|
|
558
|
-
|
|
559
|
-
const results = await router.search("AAPL", { preferBroker: true, brokerInstanceId: "ibkr-work" });
|
|
560
|
-
expect(results[0]?.brokerInstanceId).toBe("ibkr-work");
|
|
561
|
-
expect(results[0]?.brokerLabel).toBe("Work");
|
|
562
|
-
expect(results[0]?.brokerContract?.brokerInstanceId).toBe("ibkr-work");
|
|
563
|
-
});
|
|
564
|
-
|
|
565
|
-
test("keeps the richer search result when providers return the same instrument", async () => {
|
|
566
|
-
const broker: BrokerAdapter = {
|
|
567
|
-
id: "ibkr",
|
|
568
|
-
name: "IBKR",
|
|
569
|
-
configSchema: [],
|
|
570
|
-
async validate() {
|
|
571
|
-
return true;
|
|
572
|
-
},
|
|
573
|
-
async importPositions() {
|
|
574
|
-
return [];
|
|
575
|
-
},
|
|
576
|
-
async searchInstruments() {
|
|
577
|
-
return [{
|
|
578
|
-
providerId: "ibkr",
|
|
579
|
-
symbol: "AAPL",
|
|
580
|
-
name: "Apple Inc",
|
|
581
|
-
exchange: "NASDAQ",
|
|
582
|
-
type: "STK",
|
|
583
|
-
brokerLabel: "Work",
|
|
584
|
-
brokerContract: {
|
|
585
|
-
brokerId: "ibkr",
|
|
586
|
-
brokerInstanceId: "ibkr-work",
|
|
587
|
-
symbol: "AAPL",
|
|
588
|
-
localSymbol: "AAPL",
|
|
589
|
-
exchange: "SMART",
|
|
590
|
-
},
|
|
591
|
-
}];
|
|
592
|
-
},
|
|
593
|
-
};
|
|
594
|
-
const provider: DataProvider = {
|
|
595
|
-
...fallbackProvider,
|
|
596
|
-
id: "yahoo",
|
|
597
|
-
name: "Yahoo",
|
|
598
|
-
async search() {
|
|
599
|
-
return [{
|
|
600
|
-
providerId: "yahoo",
|
|
601
|
-
symbol: "AAPL",
|
|
602
|
-
name: "Apple",
|
|
603
|
-
exchange: "NASDAQ",
|
|
604
|
-
type: "STK",
|
|
605
|
-
}];
|
|
606
|
-
},
|
|
607
|
-
};
|
|
608
|
-
const router = new AssetDataRouter(fallbackProvider, [provider]);
|
|
609
|
-
|
|
610
|
-
router.attachRegistry({
|
|
611
|
-
brokers: new Map([["ibkr", broker]]),
|
|
612
|
-
getEnabledCapabilities: () => [],
|
|
613
|
-
} as any);
|
|
614
|
-
router.setConfigAccessor(() => ({
|
|
615
|
-
dataDir: "",
|
|
616
|
-
configVersion: CURRENT_CONFIG_VERSION,
|
|
617
|
-
baseCurrency: "USD",
|
|
618
|
-
refreshIntervalMinutes: 30,
|
|
619
|
-
portfolios: [],
|
|
620
|
-
watchlists: [],
|
|
621
|
-
columns: [],
|
|
622
|
-
layout: cloneLayout(DEFAULT_LAYOUT),
|
|
623
|
-
layouts: [{ name: "Default", layout: cloneLayout(DEFAULT_LAYOUT) }],
|
|
624
|
-
activeLayoutIndex: 0,
|
|
625
|
-
brokerInstances: [{
|
|
626
|
-
id: "ibkr-work",
|
|
627
|
-
brokerType: "ibkr",
|
|
628
|
-
label: "Work",
|
|
629
|
-
connectionMode: "gateway",
|
|
630
|
-
config: { connectionMode: "gateway", gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } },
|
|
631
|
-
enabled: true,
|
|
632
|
-
}],
|
|
633
|
-
plugins: [],
|
|
634
|
-
disabledPlugins: [],
|
|
635
|
-
theme: "amber",
|
|
636
|
-
chartPreferences: {
|
|
637
|
-
defaultRenderMode: "area",
|
|
638
|
-
renderer: "auto",
|
|
639
|
-
},
|
|
640
|
-
recentTickers: [],
|
|
641
|
-
}));
|
|
642
|
-
|
|
643
|
-
const results = await router.search("AAPL", { preferBroker: true, brokerInstanceId: "ibkr-work" });
|
|
644
|
-
expect(results).toHaveLength(1);
|
|
645
|
-
expect(results[0]?.providerId).toBe("ibkr");
|
|
646
|
-
expect(results[0]?.brokerContract?.localSymbol).toBe("AAPL");
|
|
647
|
-
});
|
|
648
|
-
|
|
649
|
-
test("ignores disabled plugin sources when the registry filters them out", async () => {
|
|
650
|
-
const router = new AssetDataRouter(fallbackProvider);
|
|
651
|
-
router.attachRegistry({
|
|
652
|
-
brokers: new Map(),
|
|
653
|
-
getEnabledCapabilities: () => [],
|
|
654
|
-
} as any);
|
|
655
|
-
|
|
656
|
-
const quote = await router.getQuote("AAPL", "NASDAQ");
|
|
657
|
-
expect(quote.price).toBe(100);
|
|
658
|
-
expect(quote.providerId).toBeUndefined();
|
|
659
|
-
});
|
|
660
|
-
|
|
661
|
-
test("does not search fallback providers when the preferred provider returns results", async () => {
|
|
662
|
-
let cloudCalls = 0;
|
|
663
|
-
let yahooCalls = 0;
|
|
664
|
-
const cloudProvider: DataProvider = {
|
|
665
|
-
...fallbackProvider,
|
|
666
|
-
id: "cloud",
|
|
667
|
-
name: "Cloud",
|
|
668
|
-
priority: 100,
|
|
669
|
-
async search() {
|
|
670
|
-
cloudCalls += 1;
|
|
671
|
-
return [{ providerId: "cloud", symbol: "SEC0", name: "iShares ETF", exchange: "XETRA", type: "ETF" }];
|
|
672
|
-
},
|
|
673
|
-
};
|
|
674
|
-
const yahooProvider: DataProvider = {
|
|
675
|
-
...fallbackProvider,
|
|
676
|
-
id: "yahoo",
|
|
677
|
-
name: "Yahoo",
|
|
678
|
-
priority: 1000,
|
|
679
|
-
async search() {
|
|
680
|
-
yahooCalls += 1;
|
|
681
|
-
return [{ providerId: "yahoo", symbol: "SEC0", name: "iShares ETF", exchange: "XETRA", type: "ETF" }];
|
|
682
|
-
},
|
|
683
|
-
};
|
|
684
|
-
|
|
685
|
-
const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
|
|
686
|
-
const results = await router.search("SEC0");
|
|
687
|
-
|
|
688
|
-
expect(results[0]?.providerId).toBe("cloud");
|
|
689
|
-
expect(cloudCalls).toBe(1);
|
|
690
|
-
expect(yahooCalls).toBe(0);
|
|
691
|
-
});
|
|
692
|
-
|
|
693
|
-
test("routes through registered asset-data capabilities", async () => {
|
|
694
|
-
const cloudProvider: DataProvider = {
|
|
695
|
-
...fallbackProvider,
|
|
696
|
-
id: "cloud",
|
|
697
|
-
name: "Cloud",
|
|
698
|
-
priority: 10,
|
|
699
|
-
async getQuote() {
|
|
700
|
-
return {
|
|
701
|
-
symbol: "AAPL",
|
|
702
|
-
providerId: "cloud",
|
|
703
|
-
price: 125,
|
|
704
|
-
currency: "USD",
|
|
705
|
-
change: 1,
|
|
706
|
-
changePercent: 0.8,
|
|
707
|
-
lastUpdated: Date.now(),
|
|
708
|
-
};
|
|
709
|
-
},
|
|
710
|
-
};
|
|
711
|
-
const router = new AssetDataRouter(fallbackProvider);
|
|
712
|
-
router.attachRegistry({
|
|
713
|
-
brokers: new Map(),
|
|
714
|
-
getEnabledCapabilities: (kind?: string) => (
|
|
715
|
-
kind === "asset-data" ? [assetDataProvider(cloudProvider)] : []
|
|
716
|
-
),
|
|
717
|
-
} as any);
|
|
718
|
-
|
|
719
|
-
const quote = await router.getQuote("AAPL", "NASDAQ");
|
|
720
|
-
expect(quote.price).toBe(125);
|
|
721
|
-
expect(quote.providerId).toBe("cloud");
|
|
722
|
-
});
|
|
723
|
-
|
|
724
|
-
test("falls back when the preferred provider returns a stale quote", async () => {
|
|
725
|
-
const fixedNow = Date.parse("2026-05-13T21:00:00Z");
|
|
726
|
-
const realDateNow = Date.now;
|
|
727
|
-
Date.now = () => fixedNow;
|
|
728
|
-
try {
|
|
729
|
-
const yahooProvider: DataProvider = {
|
|
730
|
-
...fallbackProvider,
|
|
731
|
-
id: "yahoo",
|
|
732
|
-
name: "Yahoo",
|
|
733
|
-
async getQuote(symbol) {
|
|
734
|
-
return {
|
|
735
|
-
symbol,
|
|
736
|
-
providerId: "yahoo",
|
|
737
|
-
price: 168,
|
|
738
|
-
currency: "TWD",
|
|
739
|
-
change: 1,
|
|
740
|
-
changePercent: 0.6,
|
|
741
|
-
lastUpdated: Date.parse("2026-05-13T05:30:00Z"),
|
|
742
|
-
listingExchangeName: "TWSE",
|
|
743
|
-
marketState: "CLOSED",
|
|
744
|
-
dataSource: "delayed",
|
|
745
|
-
};
|
|
746
|
-
},
|
|
747
|
-
};
|
|
748
|
-
const cloudProvider: DataProvider = {
|
|
749
|
-
...fallbackProvider,
|
|
750
|
-
id: "gloomberb-cloud",
|
|
751
|
-
name: "Cloud",
|
|
752
|
-
priority: 100,
|
|
753
|
-
async getQuote(symbol) {
|
|
754
|
-
return {
|
|
755
|
-
symbol,
|
|
756
|
-
providerId: "gloomberb-cloud",
|
|
757
|
-
price: 150,
|
|
758
|
-
currency: "TWD",
|
|
759
|
-
change: 0,
|
|
760
|
-
changePercent: 0,
|
|
761
|
-
lastUpdated: Date.parse("2026-05-08T06:00:00Z"),
|
|
762
|
-
listingExchangeName: "TWSE",
|
|
763
|
-
marketState: "CLOSED",
|
|
764
|
-
dataSource: "delayed",
|
|
765
|
-
};
|
|
766
|
-
},
|
|
767
|
-
async getQuotesBatch(targets) {
|
|
768
|
-
return targets.map((target) => ({
|
|
769
|
-
target,
|
|
770
|
-
quote: {
|
|
771
|
-
symbol: target.symbol,
|
|
772
|
-
providerId: "gloomberb-cloud",
|
|
773
|
-
price: 150,
|
|
774
|
-
currency: "TWD",
|
|
775
|
-
change: 0,
|
|
776
|
-
changePercent: 0,
|
|
777
|
-
lastUpdated: Date.parse("2026-05-08T06:00:00Z"),
|
|
778
|
-
listingExchangeName: "TWSE",
|
|
779
|
-
marketState: "CLOSED",
|
|
780
|
-
dataSource: "delayed",
|
|
781
|
-
},
|
|
782
|
-
}));
|
|
783
|
-
},
|
|
784
|
-
};
|
|
785
|
-
const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
|
|
786
|
-
|
|
787
|
-
const quote = await router.getQuote("2337", "TWSE");
|
|
788
|
-
expect(quote.providerId).toBe("yahoo");
|
|
789
|
-
expect(quote.price).toBe(168);
|
|
790
|
-
|
|
791
|
-
const [batch] = await router.getQuotesBatch([{ symbol: "2337", exchange: "TWSE" }], { forceRefresh: true });
|
|
792
|
-
expect(batch?.quote?.providerId).toBe("yahoo");
|
|
793
|
-
expect(batch?.quote?.price).toBe(168);
|
|
794
|
-
} finally {
|
|
795
|
-
Date.now = realDateNow;
|
|
796
|
-
}
|
|
797
|
-
});
|
|
798
|
-
|
|
799
|
-
test("prefers provider quote streams when one is available", () => {
|
|
800
|
-
const brokerTargets: QuoteSubscriptionTarget[] = [];
|
|
801
|
-
const providerTargets: QuoteSubscriptionTarget[] = [];
|
|
802
|
-
let brokerUnsubscribed = 0;
|
|
803
|
-
let providerUnsubscribed = 0;
|
|
804
|
-
|
|
805
|
-
const broker: BrokerAdapter = {
|
|
806
|
-
id: "ibkr",
|
|
807
|
-
name: "IBKR",
|
|
808
|
-
configSchema: [],
|
|
809
|
-
async validate() {
|
|
810
|
-
return true;
|
|
811
|
-
},
|
|
812
|
-
async importPositions() {
|
|
813
|
-
return [];
|
|
814
|
-
},
|
|
815
|
-
subscribeQuotes(_instance, targets, onQuote) {
|
|
816
|
-
brokerTargets.push(...targets);
|
|
817
|
-
onQuote(targets[0]!, {
|
|
818
|
-
symbol: "AAPL",
|
|
819
|
-
price: 123.45,
|
|
820
|
-
currency: "USD",
|
|
821
|
-
change: 1,
|
|
822
|
-
changePercent: 0.8,
|
|
823
|
-
lastUpdated: Date.now(),
|
|
824
|
-
});
|
|
825
|
-
return () => {
|
|
826
|
-
brokerUnsubscribed += 1;
|
|
827
|
-
};
|
|
828
|
-
},
|
|
829
|
-
};
|
|
830
|
-
const streamingProvider: DataProvider = {
|
|
831
|
-
...fallbackProvider,
|
|
832
|
-
id: "cloud",
|
|
833
|
-
name: "Cloud",
|
|
834
|
-
subscribeQuotes(targets, onQuote) {
|
|
835
|
-
providerTargets.push(...targets);
|
|
836
|
-
onQuote(targets[0]!, {
|
|
837
|
-
symbol: "MSFT",
|
|
838
|
-
price: 456.78,
|
|
839
|
-
currency: "USD",
|
|
840
|
-
change: 2,
|
|
841
|
-
changePercent: 0.4,
|
|
842
|
-
lastUpdated: Date.now(),
|
|
843
|
-
});
|
|
844
|
-
return () => {
|
|
845
|
-
providerUnsubscribed += 1;
|
|
846
|
-
};
|
|
847
|
-
},
|
|
848
|
-
};
|
|
849
|
-
|
|
850
|
-
const router = new AssetDataRouter(fallbackProvider, [streamingProvider]);
|
|
851
|
-
router.attachRegistry({
|
|
852
|
-
brokers: new Map([["ibkr", broker]]),
|
|
853
|
-
getEnabledCapabilities: () => [],
|
|
854
|
-
} as any);
|
|
855
|
-
router.setConfigAccessor(() => ({
|
|
856
|
-
dataDir: "",
|
|
857
|
-
configVersion: CURRENT_CONFIG_VERSION,
|
|
858
|
-
baseCurrency: "USD",
|
|
859
|
-
refreshIntervalMinutes: 30,
|
|
860
|
-
portfolios: [],
|
|
861
|
-
watchlists: [],
|
|
862
|
-
columns: [],
|
|
863
|
-
layout: cloneLayout(DEFAULT_LAYOUT),
|
|
864
|
-
layouts: [{ name: "Default", layout: cloneLayout(DEFAULT_LAYOUT) }],
|
|
865
|
-
activeLayoutIndex: 0,
|
|
866
|
-
brokerInstances: [{
|
|
867
|
-
id: "ibkr-work",
|
|
868
|
-
brokerType: "ibkr",
|
|
869
|
-
label: "Work",
|
|
870
|
-
connectionMode: "gateway",
|
|
871
|
-
config: {},
|
|
872
|
-
enabled: true,
|
|
873
|
-
}],
|
|
874
|
-
plugins: [],
|
|
875
|
-
disabledPlugins: [],
|
|
876
|
-
theme: "amber",
|
|
877
|
-
chartPreferences: {
|
|
878
|
-
defaultRenderMode: "area",
|
|
879
|
-
renderer: "auto",
|
|
880
|
-
},
|
|
881
|
-
recentTickers: [],
|
|
882
|
-
}));
|
|
883
|
-
|
|
884
|
-
const seenSymbols: string[] = [];
|
|
885
|
-
const unsubscribe = router.subscribeQuotes([
|
|
886
|
-
{
|
|
887
|
-
symbol: "AAPL",
|
|
888
|
-
exchange: "NASDAQ",
|
|
889
|
-
context: {
|
|
890
|
-
brokerId: "ibkr",
|
|
891
|
-
brokerInstanceId: "ibkr-work",
|
|
892
|
-
},
|
|
893
|
-
},
|
|
894
|
-
{
|
|
895
|
-
symbol: "MSFT",
|
|
896
|
-
exchange: "NASDAQ",
|
|
897
|
-
},
|
|
898
|
-
], (target) => {
|
|
899
|
-
seenSymbols.push(target.symbol);
|
|
900
|
-
});
|
|
901
|
-
|
|
902
|
-
expect(brokerTargets).toEqual([]);
|
|
903
|
-
expect(providerTargets).toEqual([
|
|
904
|
-
{
|
|
905
|
-
symbol: "AAPL",
|
|
906
|
-
exchange: "NASDAQ",
|
|
907
|
-
context: {
|
|
908
|
-
brokerId: "ibkr",
|
|
909
|
-
brokerInstanceId: "ibkr-work",
|
|
910
|
-
},
|
|
911
|
-
},
|
|
912
|
-
{
|
|
913
|
-
symbol: "MSFT",
|
|
914
|
-
exchange: "NASDAQ",
|
|
915
|
-
},
|
|
916
|
-
]);
|
|
917
|
-
expect(seenSymbols).toEqual(["AAPL"]);
|
|
918
|
-
|
|
919
|
-
unsubscribe();
|
|
920
|
-
expect(brokerUnsubscribed).toBe(0);
|
|
921
|
-
expect(providerUnsubscribed).toBe(1);
|
|
922
|
-
});
|
|
923
|
-
|
|
924
|
-
test("can force broker-linked targets onto provider streaming", () => {
|
|
925
|
-
const brokerTargets: QuoteSubscriptionTarget[] = [];
|
|
926
|
-
const providerTargets: QuoteSubscriptionTarget[] = [];
|
|
927
|
-
|
|
928
|
-
const broker: BrokerAdapter = {
|
|
929
|
-
id: "ibkr",
|
|
930
|
-
name: "IBKR",
|
|
931
|
-
configSchema: [],
|
|
932
|
-
async validate() {
|
|
933
|
-
return true;
|
|
934
|
-
},
|
|
935
|
-
async importPositions() {
|
|
936
|
-
return [];
|
|
937
|
-
},
|
|
938
|
-
subscribeQuotes(_instance, targets) {
|
|
939
|
-
brokerTargets.push(...targets);
|
|
940
|
-
return () => {};
|
|
941
|
-
},
|
|
942
|
-
};
|
|
943
|
-
const streamingProvider: DataProvider = {
|
|
944
|
-
...fallbackProvider,
|
|
945
|
-
id: "cloud",
|
|
946
|
-
name: "Cloud",
|
|
947
|
-
subscribeQuotes(targets) {
|
|
948
|
-
providerTargets.push(...targets);
|
|
949
|
-
return () => {};
|
|
950
|
-
},
|
|
951
|
-
};
|
|
952
|
-
|
|
953
|
-
const router = new AssetDataRouter(fallbackProvider, [streamingProvider]);
|
|
954
|
-
router.attachRegistry({
|
|
955
|
-
brokers: new Map([["ibkr", broker]]),
|
|
956
|
-
getEnabledCapabilities: () => [],
|
|
957
|
-
} as any);
|
|
958
|
-
router.setConfigAccessor(() => ({
|
|
959
|
-
dataDir: "",
|
|
960
|
-
configVersion: CURRENT_CONFIG_VERSION,
|
|
961
|
-
baseCurrency: "USD",
|
|
962
|
-
refreshIntervalMinutes: 30,
|
|
963
|
-
portfolios: [],
|
|
964
|
-
watchlists: [],
|
|
965
|
-
columns: [],
|
|
966
|
-
layout: cloneLayout(DEFAULT_LAYOUT),
|
|
967
|
-
layouts: [{ name: "Default", layout: cloneLayout(DEFAULT_LAYOUT) }],
|
|
968
|
-
activeLayoutIndex: 0,
|
|
969
|
-
brokerInstances: [{
|
|
970
|
-
id: "ibkr-work",
|
|
971
|
-
brokerType: "ibkr",
|
|
972
|
-
label: "Work",
|
|
973
|
-
connectionMode: "gateway",
|
|
974
|
-
config: {},
|
|
975
|
-
enabled: true,
|
|
976
|
-
}],
|
|
977
|
-
plugins: [],
|
|
978
|
-
disabledPlugins: [],
|
|
979
|
-
theme: "amber",
|
|
980
|
-
chartPreferences: {
|
|
981
|
-
defaultRenderMode: "area",
|
|
982
|
-
renderer: "auto",
|
|
983
|
-
},
|
|
984
|
-
recentTickers: [],
|
|
985
|
-
}));
|
|
986
|
-
|
|
987
|
-
const unsubscribe = router.subscribeQuotes([{
|
|
988
|
-
symbol: "AAPL",
|
|
989
|
-
exchange: "NASDAQ",
|
|
990
|
-
route: "provider",
|
|
991
|
-
context: {
|
|
992
|
-
brokerId: "ibkr",
|
|
993
|
-
brokerInstanceId: "ibkr-work",
|
|
994
|
-
},
|
|
995
|
-
}], () => {});
|
|
996
|
-
|
|
997
|
-
expect(brokerTargets).toEqual([]);
|
|
998
|
-
expect(providerTargets).toEqual([{
|
|
999
|
-
symbol: "AAPL",
|
|
1000
|
-
exchange: "NASDAQ",
|
|
1001
|
-
route: "provider",
|
|
1002
|
-
context: {
|
|
1003
|
-
brokerId: "ibkr",
|
|
1004
|
-
brokerInstanceId: "ibkr-work",
|
|
1005
|
-
},
|
|
1006
|
-
}]);
|
|
1007
|
-
|
|
1008
|
-
unsubscribe();
|
|
1009
|
-
});
|
|
1010
|
-
|
|
1011
|
-
test("returns quote-only financials for option tickers when snapshots are unavailable", async () => {
|
|
1012
|
-
const router = new AssetDataRouter({
|
|
1013
|
-
...fallbackProvider,
|
|
1014
|
-
async getTickerFinancials() {
|
|
1015
|
-
return { annualStatements: [], quarterlyStatements: [], priceHistory: [] };
|
|
1016
|
-
},
|
|
1017
|
-
async getQuote(ticker) {
|
|
1018
|
-
return {
|
|
1019
|
-
symbol: ticker,
|
|
1020
|
-
price: 252.375,
|
|
1021
|
-
currency: "USD",
|
|
1022
|
-
change: 1.5,
|
|
1023
|
-
changePercent: 0.6,
|
|
1024
|
-
bid: 250.25,
|
|
1025
|
-
ask: 254.5,
|
|
1026
|
-
mark: 252.375,
|
|
1027
|
-
lastUpdated: Date.now(),
|
|
1028
|
-
providerId: "gloomberb-cloud",
|
|
1029
|
-
dataSource: "delayed",
|
|
1030
|
-
};
|
|
1031
|
-
},
|
|
1032
|
-
});
|
|
1033
|
-
|
|
1034
|
-
const financials = await router.getTickerFinancials("AMD 270917C00230000");
|
|
1035
|
-
|
|
1036
|
-
expect(financials.quote?.symbol).toBe("AMD 270917C00230000");
|
|
1037
|
-
expect(financials.quote?.mark).toBe(252.375);
|
|
1038
|
-
expect(financials.annualStatements).toEqual([]);
|
|
1039
|
-
expect(financials.priceHistory).toEqual([]);
|
|
1040
|
-
});
|
|
1041
|
-
|
|
1042
|
-
test("merges cached broker financials with cached fallback fundamentals", async () => {
|
|
1043
|
-
const dbPath = createTempDbPath("cache-merge");
|
|
1044
|
-
const persistence = new AppPersistence(dbPath);
|
|
1045
|
-
const providerCalls = { broker: 0, fallback: 0 };
|
|
1046
|
-
const router = new AssetDataRouter({
|
|
1047
|
-
...fallbackProvider,
|
|
1048
|
-
async getTickerFinancials() {
|
|
1049
|
-
providerCalls.fallback += 1;
|
|
1050
|
-
return {
|
|
1051
|
-
annualStatements: [{ date: "2025-12-31", totalRevenue: 1000 }],
|
|
1052
|
-
quarterlyStatements: [{ date: "2025-12-31", totalRevenue: 250 }],
|
|
1053
|
-
priceHistory: [],
|
|
1054
|
-
fundamentals: { revenue: 1000, netIncome: 200 },
|
|
1055
|
-
};
|
|
1056
|
-
},
|
|
1057
|
-
}, [], persistence.resources);
|
|
1058
|
-
const broker: BrokerAdapter = {
|
|
1059
|
-
id: "ibkr",
|
|
1060
|
-
name: "IBKR",
|
|
1061
|
-
configSchema: [],
|
|
1062
|
-
async validate() {
|
|
1063
|
-
return true;
|
|
1064
|
-
},
|
|
1065
|
-
async importPositions() {
|
|
1066
|
-
return [];
|
|
1067
|
-
},
|
|
1068
|
-
async getTickerFinancials() {
|
|
1069
|
-
providerCalls.broker += 1;
|
|
1070
|
-
return {
|
|
1071
|
-
annualStatements: [],
|
|
1072
|
-
quarterlyStatements: [],
|
|
1073
|
-
priceHistory: [],
|
|
1074
|
-
quote: {
|
|
1075
|
-
symbol: "AAPL",
|
|
1076
|
-
price: 125,
|
|
1077
|
-
currency: "USD",
|
|
1078
|
-
change: 2,
|
|
1079
|
-
changePercent: 1.6,
|
|
1080
|
-
lastUpdated: Date.now(),
|
|
1081
|
-
},
|
|
1082
|
-
fundamentals: {},
|
|
1083
|
-
};
|
|
1084
|
-
},
|
|
1085
|
-
};
|
|
1086
|
-
|
|
1087
|
-
router.attachRegistry({
|
|
1088
|
-
brokers: new Map([["ibkr", broker]]),
|
|
1089
|
-
getEnabledCapabilities: () => [],
|
|
1090
|
-
} as any);
|
|
1091
|
-
router.setConfigAccessor(() => ({
|
|
1092
|
-
dataDir: "",
|
|
1093
|
-
configVersion: CURRENT_CONFIG_VERSION,
|
|
1094
|
-
baseCurrency: "USD",
|
|
1095
|
-
refreshIntervalMinutes: 30,
|
|
1096
|
-
portfolios: [],
|
|
1097
|
-
watchlists: [],
|
|
1098
|
-
columns: [],
|
|
1099
|
-
layout: cloneLayout(DEFAULT_LAYOUT),
|
|
1100
|
-
layouts: [{ name: "Default", layout: cloneLayout(DEFAULT_LAYOUT) }],
|
|
1101
|
-
activeLayoutIndex: 0,
|
|
1102
|
-
brokerInstances: [{
|
|
1103
|
-
id: "ibkr-work",
|
|
1104
|
-
brokerType: "ibkr",
|
|
1105
|
-
label: "Work",
|
|
1106
|
-
connectionMode: "gateway",
|
|
1107
|
-
config: {},
|
|
1108
|
-
enabled: true,
|
|
1109
|
-
}],
|
|
1110
|
-
plugins: [],
|
|
1111
|
-
disabledPlugins: [],
|
|
1112
|
-
theme: "amber",
|
|
1113
|
-
chartPreferences: {
|
|
1114
|
-
defaultRenderMode: "area",
|
|
1115
|
-
renderer: "auto",
|
|
1116
|
-
},
|
|
1117
|
-
recentTickers: [],
|
|
1118
|
-
}));
|
|
1119
|
-
|
|
1120
|
-
const merged = await router.getTickerFinancials("AAPL", "NASDAQ", {
|
|
1121
|
-
brokerId: "ibkr",
|
|
1122
|
-
brokerInstanceId: "ibkr-work",
|
|
1123
|
-
});
|
|
1124
|
-
expect(merged.quote?.price).toBe(125);
|
|
1125
|
-
expect(merged.fundamentals?.revenue).toBe(1000);
|
|
1126
|
-
expect(providerCalls.broker).toBe(1);
|
|
1127
|
-
expect(providerCalls.fallback).toBe(1);
|
|
1128
|
-
|
|
1129
|
-
const cached = router.getCachedFinancialsForTargets([{
|
|
1130
|
-
symbol: "AAPL",
|
|
1131
|
-
exchange: "NASDAQ",
|
|
1132
|
-
brokerId: "ibkr",
|
|
1133
|
-
brokerInstanceId: "ibkr-work",
|
|
1134
|
-
}], { allowExpired: true });
|
|
1135
|
-
expect(cached.get("AAPL")?.quote?.price).toBe(125);
|
|
1136
|
-
expect(cached.get("AAPL")?.fundamentals?.revenue).toBe(1000);
|
|
1137
|
-
persistence.close();
|
|
1138
|
-
});
|
|
1139
|
-
|
|
1140
|
-
test("keeps broker price authority when a fallback quote is off by a likely 100x unit mismatch", async () => {
|
|
1141
|
-
const router = new AssetDataRouter({
|
|
1142
|
-
...fallbackProvider,
|
|
1143
|
-
async getTickerFinancials() {
|
|
1144
|
-
return {
|
|
1145
|
-
annualStatements: [],
|
|
1146
|
-
quarterlyStatements: [],
|
|
1147
|
-
priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 0.245 }],
|
|
1148
|
-
quote: {
|
|
1149
|
-
symbol: "IQE.L",
|
|
1150
|
-
providerId: "yahoo",
|
|
1151
|
-
price: 0.245,
|
|
1152
|
-
currency: "GBP",
|
|
1153
|
-
change: -0.021,
|
|
1154
|
-
changePercent: -7.89,
|
|
1155
|
-
lastUpdated: Date.now(),
|
|
1156
|
-
dataSource: "delayed",
|
|
1157
|
-
},
|
|
1158
|
-
fundamentals: { revenue: 1000 },
|
|
1159
|
-
};
|
|
1160
|
-
},
|
|
1161
|
-
});
|
|
1162
|
-
const broker: BrokerAdapter = {
|
|
1163
|
-
id: "ibkr",
|
|
1164
|
-
name: "IBKR",
|
|
1165
|
-
configSchema: [],
|
|
1166
|
-
async validate() {
|
|
1167
|
-
return true;
|
|
1168
|
-
},
|
|
1169
|
-
async importPositions() {
|
|
1170
|
-
return [];
|
|
1171
|
-
},
|
|
1172
|
-
async getTickerFinancials() {
|
|
1173
|
-
return {
|
|
1174
|
-
annualStatements: [],
|
|
1175
|
-
quarterlyStatements: [],
|
|
1176
|
-
priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 24.5 }],
|
|
1177
|
-
quote: {
|
|
1178
|
-
symbol: "IQE",
|
|
1179
|
-
providerId: "ibkr",
|
|
1180
|
-
price: 24.5,
|
|
1181
|
-
currency: "GBP",
|
|
1182
|
-
change: -2.1,
|
|
1183
|
-
changePercent: -7.89,
|
|
1184
|
-
lastUpdated: Date.now(),
|
|
1185
|
-
dataSource: "live",
|
|
1186
|
-
},
|
|
1187
|
-
fundamentals: { netIncome: 200 },
|
|
1188
|
-
};
|
|
1189
|
-
},
|
|
1190
|
-
};
|
|
1191
|
-
|
|
1192
|
-
router.attachRegistry({
|
|
1193
|
-
brokers: new Map([["ibkr", broker]]),
|
|
1194
|
-
getEnabledCapabilities: () => [],
|
|
1195
|
-
} as any);
|
|
1196
|
-
router.setConfigAccessor(() => ({
|
|
1197
|
-
dataDir: "",
|
|
1198
|
-
configVersion: CURRENT_CONFIG_VERSION,
|
|
1199
|
-
baseCurrency: "USD",
|
|
1200
|
-
refreshIntervalMinutes: 30,
|
|
1201
|
-
portfolios: [],
|
|
1202
|
-
watchlists: [],
|
|
1203
|
-
columns: [],
|
|
1204
|
-
layout: cloneLayout(DEFAULT_LAYOUT),
|
|
1205
|
-
layouts: [{ name: "Default", layout: cloneLayout(DEFAULT_LAYOUT) }],
|
|
1206
|
-
activeLayoutIndex: 0,
|
|
1207
|
-
brokerInstances: [{
|
|
1208
|
-
id: "ibkr-work",
|
|
1209
|
-
brokerType: "ibkr",
|
|
1210
|
-
label: "Work",
|
|
1211
|
-
connectionMode: "gateway",
|
|
1212
|
-
config: {},
|
|
1213
|
-
enabled: true,
|
|
1214
|
-
}],
|
|
1215
|
-
plugins: [],
|
|
1216
|
-
disabledPlugins: [],
|
|
1217
|
-
theme: "amber",
|
|
1218
|
-
chartPreferences: {
|
|
1219
|
-
defaultRenderMode: "area",
|
|
1220
|
-
renderer: "auto",
|
|
1221
|
-
},
|
|
1222
|
-
recentTickers: [],
|
|
1223
|
-
}));
|
|
1224
|
-
|
|
1225
|
-
const merged = await router.getTickerFinancials("IQE", "LSE", {
|
|
1226
|
-
brokerId: "ibkr",
|
|
1227
|
-
brokerInstanceId: "ibkr-work",
|
|
1228
|
-
});
|
|
1229
|
-
|
|
1230
|
-
expect(merged.quote?.price).toBe(24.5);
|
|
1231
|
-
expect(merged.quote?.provenance?.rejectedPriceProviders).toContain("yahoo");
|
|
1232
|
-
expect(merged.priceHistory[0]?.close).toBe(0.245);
|
|
1233
|
-
expect(merged.fundamentals?.netIncome).toBe(200);
|
|
1234
|
-
});
|
|
1235
|
-
|
|
1236
|
-
test("preserves fallback profile data when broker already has fundamentals", async () => {
|
|
1237
|
-
const router = new AssetDataRouter({
|
|
1238
|
-
...fallbackProvider,
|
|
1239
|
-
async getTickerFinancials() {
|
|
1240
|
-
return {
|
|
1241
|
-
annualStatements: [],
|
|
1242
|
-
quarterlyStatements: [],
|
|
1243
|
-
priceHistory: [],
|
|
1244
|
-
profile: {
|
|
1245
|
-
description: "Builds hardware and software.",
|
|
1246
|
-
sector: "Technology",
|
|
1247
|
-
industry: "Consumer Electronics",
|
|
1248
|
-
},
|
|
1249
|
-
};
|
|
1250
|
-
},
|
|
1251
|
-
});
|
|
1252
|
-
const broker: BrokerAdapter = {
|
|
1253
|
-
id: "ibkr",
|
|
1254
|
-
name: "IBKR",
|
|
1255
|
-
configSchema: [],
|
|
1256
|
-
async validate() {
|
|
1257
|
-
return true;
|
|
1258
|
-
},
|
|
1259
|
-
async importPositions() {
|
|
1260
|
-
return [];
|
|
1261
|
-
},
|
|
1262
|
-
async getTickerFinancials() {
|
|
1263
|
-
return {
|
|
1264
|
-
annualStatements: [],
|
|
1265
|
-
quarterlyStatements: [],
|
|
1266
|
-
priceHistory: [],
|
|
1267
|
-
fundamentals: { revenue: 1000, netIncome: 200 },
|
|
1268
|
-
};
|
|
1269
|
-
},
|
|
1270
|
-
};
|
|
1271
|
-
|
|
1272
|
-
router.attachRegistry({
|
|
1273
|
-
brokers: new Map([["ibkr", broker]]),
|
|
1274
|
-
getEnabledCapabilities: () => [],
|
|
1275
|
-
} as any);
|
|
1276
|
-
router.setConfigAccessor(() => ({
|
|
1277
|
-
dataDir: "",
|
|
1278
|
-
configVersion: CURRENT_CONFIG_VERSION,
|
|
1279
|
-
baseCurrency: "USD",
|
|
1280
|
-
refreshIntervalMinutes: 30,
|
|
1281
|
-
portfolios: [],
|
|
1282
|
-
watchlists: [],
|
|
1283
|
-
columns: [],
|
|
1284
|
-
layout: cloneLayout(DEFAULT_LAYOUT),
|
|
1285
|
-
layouts: [{ name: "Default", layout: cloneLayout(DEFAULT_LAYOUT) }],
|
|
1286
|
-
activeLayoutIndex: 0,
|
|
1287
|
-
brokerInstances: [{
|
|
1288
|
-
id: "ibkr-work",
|
|
1289
|
-
brokerType: "ibkr",
|
|
1290
|
-
label: "Work",
|
|
1291
|
-
connectionMode: "gateway",
|
|
1292
|
-
config: {},
|
|
1293
|
-
enabled: true,
|
|
1294
|
-
}],
|
|
1295
|
-
plugins: [],
|
|
1296
|
-
disabledPlugins: [],
|
|
1297
|
-
theme: "amber",
|
|
1298
|
-
chartPreferences: {
|
|
1299
|
-
defaultRenderMode: "area",
|
|
1300
|
-
renderer: "auto",
|
|
1301
|
-
},
|
|
1302
|
-
recentTickers: [],
|
|
1303
|
-
}));
|
|
1304
|
-
|
|
1305
|
-
const merged = await router.getTickerFinancials("AAPL", "NASDAQ", {
|
|
1306
|
-
brokerId: "ibkr",
|
|
1307
|
-
brokerInstanceId: "ibkr-work",
|
|
1308
|
-
});
|
|
1309
|
-
expect(merged.fundamentals?.revenue).toBe(1000);
|
|
1310
|
-
expect(merged.profile?.description).toBe("Builds hardware and software.");
|
|
1311
|
-
expect(merged.profile?.sector).toBe("Technology");
|
|
1312
|
-
});
|
|
1313
|
-
|
|
1314
|
-
test("uses the preferred provider financials without merging fallback providers", async () => {
|
|
1315
|
-
const cloudProvider: DataProvider = {
|
|
1316
|
-
...fallbackProvider,
|
|
1317
|
-
id: "cloud",
|
|
1318
|
-
name: "Cloud",
|
|
1319
|
-
priority: 100,
|
|
1320
|
-
async getTickerFinancials() {
|
|
1321
|
-
return {
|
|
1322
|
-
annualStatements: [],
|
|
1323
|
-
quarterlyStatements: [],
|
|
1324
|
-
priceHistory: [],
|
|
1325
|
-
quote: {
|
|
1326
|
-
symbol: "AAPL",
|
|
1327
|
-
price: 125,
|
|
1328
|
-
currency: "USD",
|
|
1329
|
-
change: 2,
|
|
1330
|
-
changePercent: 1.6,
|
|
1331
|
-
lastUpdated: Date.now(),
|
|
1332
|
-
},
|
|
1333
|
-
fundamentals: {
|
|
1334
|
-
trailingPE: 25,
|
|
1335
|
-
},
|
|
1336
|
-
};
|
|
1337
|
-
},
|
|
1338
|
-
};
|
|
1339
|
-
let yahooCalls = 0;
|
|
1340
|
-
const yahooProvider: DataProvider = {
|
|
1341
|
-
...fallbackProvider,
|
|
1342
|
-
id: "yahoo",
|
|
1343
|
-
name: "Yahoo",
|
|
1344
|
-
priority: 1000,
|
|
1345
|
-
async getTickerFinancials() {
|
|
1346
|
-
yahooCalls += 1;
|
|
1347
|
-
return {
|
|
1348
|
-
annualStatements: [],
|
|
1349
|
-
quarterlyStatements: [],
|
|
1350
|
-
priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 124 }],
|
|
1351
|
-
quote: {
|
|
1352
|
-
symbol: "AAPL",
|
|
1353
|
-
price: 124,
|
|
1354
|
-
currency: "USD",
|
|
1355
|
-
change: 1,
|
|
1356
|
-
changePercent: 0.8,
|
|
1357
|
-
marketCap: 2_000_000_000,
|
|
1358
|
-
lastUpdated: Date.now(),
|
|
1359
|
-
},
|
|
1360
|
-
fundamentals: {
|
|
1361
|
-
forwardPE: 22,
|
|
1362
|
-
},
|
|
1363
|
-
};
|
|
1364
|
-
},
|
|
1365
|
-
};
|
|
1366
|
-
|
|
1367
|
-
const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
|
|
1368
|
-
const merged = await router.getTickerFinancials("AAPL", "NASDAQ");
|
|
1369
|
-
|
|
1370
|
-
expect(merged.quote?.price).toBe(125);
|
|
1371
|
-
expect(merged.quote?.marketCap).toBeUndefined();
|
|
1372
|
-
expect(merged.fundamentals?.trailingPE).toBe(25);
|
|
1373
|
-
expect(merged.fundamentals?.forwardPE).toBeUndefined();
|
|
1374
|
-
expect(merged.priceHistory).toEqual([]);
|
|
1375
|
-
expect(yahooCalls).toBe(0);
|
|
1376
|
-
});
|
|
1377
|
-
|
|
1378
|
-
test("caches the preferred provider financial snapshot without merging fallback snapshots", async () => {
|
|
1379
|
-
const dbPath = createTempDbPath("cached-provider-financial-preferred");
|
|
1380
|
-
const persistence = new AppPersistence(dbPath);
|
|
1381
|
-
|
|
1382
|
-
const cloudProvider: DataProvider = {
|
|
1383
|
-
...fallbackProvider,
|
|
1384
|
-
id: "cloud",
|
|
1385
|
-
name: "Cloud",
|
|
1386
|
-
priority: 100,
|
|
1387
|
-
async getTickerFinancials() {
|
|
1388
|
-
return {
|
|
1389
|
-
annualStatements: [],
|
|
1390
|
-
quarterlyStatements: [],
|
|
1391
|
-
priceHistory: [],
|
|
1392
|
-
quote: {
|
|
1393
|
-
symbol: "AAPL",
|
|
1394
|
-
price: 125,
|
|
1395
|
-
currency: "USD",
|
|
1396
|
-
change: 2,
|
|
1397
|
-
changePercent: 1.6,
|
|
1398
|
-
lastUpdated: Date.now(),
|
|
1399
|
-
},
|
|
1400
|
-
fundamentals: {
|
|
1401
|
-
trailingPE: 25,
|
|
1402
|
-
},
|
|
1403
|
-
profile: {
|
|
1404
|
-
sector: "Technology",
|
|
1405
|
-
},
|
|
1406
|
-
};
|
|
1407
|
-
},
|
|
1408
|
-
};
|
|
1409
|
-
const yahooProvider: DataProvider = {
|
|
1410
|
-
...fallbackProvider,
|
|
1411
|
-
id: "yahoo",
|
|
1412
|
-
name: "Yahoo",
|
|
1413
|
-
priority: 1000,
|
|
1414
|
-
async getTickerFinancials() {
|
|
1415
|
-
return {
|
|
1416
|
-
annualStatements: [],
|
|
1417
|
-
quarterlyStatements: [],
|
|
1418
|
-
priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 124 }],
|
|
1419
|
-
quote: {
|
|
1420
|
-
symbol: "AAPL",
|
|
1421
|
-
price: 124,
|
|
1422
|
-
currency: "USD",
|
|
1423
|
-
change: 1,
|
|
1424
|
-
changePercent: 0.8,
|
|
1425
|
-
marketCap: 2_000_000_000,
|
|
1426
|
-
lastUpdated: Date.now(),
|
|
1427
|
-
},
|
|
1428
|
-
fundamentals: {
|
|
1429
|
-
forwardPE: 22,
|
|
1430
|
-
},
|
|
1431
|
-
};
|
|
1432
|
-
},
|
|
1433
|
-
};
|
|
1434
|
-
|
|
1435
|
-
const seedRouter = new AssetDataRouter(yahooProvider, [cloudProvider], persistence.resources);
|
|
1436
|
-
const seeded = await seedRouter.getTickerFinancials("AAPL", "NASDAQ");
|
|
1437
|
-
expect(seeded.quote?.price).toBe(125);
|
|
1438
|
-
expect(seeded.quote?.marketCap).toBeUndefined();
|
|
1439
|
-
|
|
1440
|
-
let cloudCalls = 0;
|
|
1441
|
-
let yahooCalls = 0;
|
|
1442
|
-
const cachedRouter = new AssetDataRouter({
|
|
1443
|
-
...yahooProvider,
|
|
1444
|
-
async getTickerFinancials() {
|
|
1445
|
-
yahooCalls += 1;
|
|
1446
|
-
throw new Error("expected cached yahoo financials");
|
|
1447
|
-
},
|
|
1448
|
-
}, [{
|
|
1449
|
-
...cloudProvider,
|
|
1450
|
-
async getTickerFinancials() {
|
|
1451
|
-
cloudCalls += 1;
|
|
1452
|
-
throw new Error("expected cached cloud financials");
|
|
1453
|
-
},
|
|
1454
|
-
}], persistence.resources);
|
|
1455
|
-
|
|
1456
|
-
const cached = await cachedRouter.getTickerFinancials("AAPL", "NASDAQ");
|
|
1457
|
-
|
|
1458
|
-
expect(cloudCalls).toBe(0);
|
|
1459
|
-
expect(yahooCalls).toBe(0);
|
|
1460
|
-
expect(cached.quote?.price).toBe(125);
|
|
1461
|
-
expect(cached.quote?.marketCap).toBeUndefined();
|
|
1462
|
-
expect(cached.fundamentals?.trailingPE).toBe(25);
|
|
1463
|
-
expect(cached.fundamentals?.forwardPE).toBeUndefined();
|
|
1464
|
-
expect(cached.profile?.sector).toBe("Technology");
|
|
1465
|
-
expect(cached.priceHistory).toEqual([]);
|
|
1466
|
-
|
|
1467
|
-
persistence.close();
|
|
1468
|
-
});
|
|
1469
|
-
|
|
1470
|
-
test("refreshes missing profile data even when cached financials exist", async () => {
|
|
1471
|
-
const dbPath = createTempDbPath("cache-profile-refresh");
|
|
1472
|
-
const persistence = new AppPersistence(dbPath);
|
|
1473
|
-
|
|
1474
|
-
const broker: BrokerAdapter = {
|
|
1475
|
-
id: "ibkr",
|
|
1476
|
-
name: "IBKR",
|
|
1477
|
-
configSchema: [],
|
|
1478
|
-
async validate() {
|
|
1479
|
-
return true;
|
|
1480
|
-
},
|
|
1481
|
-
async importPositions() {
|
|
1482
|
-
return [];
|
|
1483
|
-
},
|
|
1484
|
-
async getTickerFinancials() {
|
|
1485
|
-
return {
|
|
1486
|
-
annualStatements: [],
|
|
1487
|
-
quarterlyStatements: [],
|
|
1488
|
-
priceHistory: [],
|
|
1489
|
-
fundamentals: { revenue: 1000, netIncome: 200 },
|
|
1490
|
-
};
|
|
1491
|
-
},
|
|
1492
|
-
};
|
|
1493
|
-
|
|
1494
|
-
const config = {
|
|
1495
|
-
dataDir: "",
|
|
1496
|
-
configVersion: CURRENT_CONFIG_VERSION,
|
|
1497
|
-
baseCurrency: "USD",
|
|
1498
|
-
refreshIntervalMinutes: 30,
|
|
1499
|
-
portfolios: [],
|
|
1500
|
-
watchlists: [],
|
|
1501
|
-
columns: [],
|
|
1502
|
-
layout: cloneLayout(DEFAULT_LAYOUT),
|
|
1503
|
-
layouts: [{ name: "Default", layout: cloneLayout(DEFAULT_LAYOUT) }],
|
|
1504
|
-
activeLayoutIndex: 0,
|
|
1505
|
-
brokerInstances: [{
|
|
1506
|
-
id: "ibkr-work",
|
|
1507
|
-
brokerType: "ibkr",
|
|
1508
|
-
label: "Work",
|
|
1509
|
-
connectionMode: "gateway",
|
|
1510
|
-
config: {},
|
|
1511
|
-
enabled: true,
|
|
1512
|
-
}],
|
|
1513
|
-
plugins: [],
|
|
1514
|
-
disabledPlugins: [],
|
|
1515
|
-
theme: "amber",
|
|
1516
|
-
chartPreferences: {
|
|
1517
|
-
defaultRenderMode: "area",
|
|
1518
|
-
renderer: "auto",
|
|
1519
|
-
},
|
|
1520
|
-
recentTickers: [],
|
|
1521
|
-
};
|
|
1522
|
-
|
|
1523
|
-
const seedRouter = new AssetDataRouter({
|
|
1524
|
-
...fallbackProvider,
|
|
1525
|
-
async getTickerFinancials() {
|
|
1526
|
-
return {
|
|
1527
|
-
annualStatements: [],
|
|
1528
|
-
quarterlyStatements: [],
|
|
1529
|
-
priceHistory: [],
|
|
1530
|
-
};
|
|
1531
|
-
},
|
|
1532
|
-
}, [], persistence.resources);
|
|
1533
|
-
seedRouter.attachRegistry({
|
|
1534
|
-
brokers: new Map([["ibkr", broker]]),
|
|
1535
|
-
getEnabledCapabilities: () => [],
|
|
1536
|
-
} as any);
|
|
1537
|
-
seedRouter.setConfigAccessor(() => config);
|
|
1538
|
-
|
|
1539
|
-
const seeded = await seedRouter.getTickerFinancials("PSTG", "NYSE", {
|
|
1540
|
-
brokerId: "ibkr",
|
|
1541
|
-
brokerInstanceId: "ibkr-work",
|
|
1542
|
-
});
|
|
1543
|
-
expect(seeded.profile).toBeUndefined();
|
|
1544
|
-
|
|
1545
|
-
const refreshedRouter = new AssetDataRouter({
|
|
1546
|
-
...fallbackProvider,
|
|
1547
|
-
async getTickerFinancials() {
|
|
1548
|
-
return {
|
|
1549
|
-
annualStatements: [],
|
|
1550
|
-
quarterlyStatements: [],
|
|
1551
|
-
priceHistory: [],
|
|
1552
|
-
profile: {
|
|
1553
|
-
description: "Provides enterprise data storage platforms.",
|
|
1554
|
-
sector: "Technology",
|
|
1555
|
-
industry: "Computer Hardware",
|
|
1556
|
-
},
|
|
1557
|
-
};
|
|
1558
|
-
},
|
|
1559
|
-
}, [], persistence.resources);
|
|
1560
|
-
refreshedRouter.attachRegistry({
|
|
1561
|
-
brokers: new Map([["ibkr", broker]]),
|
|
1562
|
-
getEnabledCapabilities: () => [],
|
|
1563
|
-
} as any);
|
|
1564
|
-
refreshedRouter.setConfigAccessor(() => config);
|
|
1565
|
-
|
|
1566
|
-
const refreshed = await refreshedRouter.getTickerFinancials("PSTG", "NYSE", {
|
|
1567
|
-
brokerId: "ibkr",
|
|
1568
|
-
brokerInstanceId: "ibkr-work",
|
|
1569
|
-
});
|
|
1570
|
-
expect(refreshed.fundamentals?.revenue).toBe(1000);
|
|
1571
|
-
expect(refreshed.profile?.description).toBe("Provides enterprise data storage platforms.");
|
|
1572
|
-
|
|
1573
|
-
persistence.close();
|
|
1574
|
-
});
|
|
1575
|
-
|
|
1576
|
-
test("does not reuse another broker instance's financials when a specific instance is requested", async () => {
|
|
1577
|
-
const dbPath = createTempDbPath("instance-scoped-financials");
|
|
1578
|
-
const persistence = new AppPersistence(dbPath);
|
|
1579
|
-
const router = new AssetDataRouter({
|
|
1580
|
-
...fallbackProvider,
|
|
1581
|
-
async getTickerFinancials() {
|
|
1582
|
-
return {
|
|
1583
|
-
annualStatements: [],
|
|
1584
|
-
quarterlyStatements: [],
|
|
1585
|
-
priceHistory: [],
|
|
1586
|
-
quote: {
|
|
1587
|
-
symbol: "IQE.L",
|
|
1588
|
-
providerId: "yahoo",
|
|
1589
|
-
price: 0.245,
|
|
1590
|
-
currency: "GBP",
|
|
1591
|
-
change: 0,
|
|
1592
|
-
changePercent: 0,
|
|
1593
|
-
lastUpdated: Date.now(),
|
|
1594
|
-
dataSource: "delayed",
|
|
1595
|
-
},
|
|
1596
|
-
};
|
|
1597
|
-
},
|
|
1598
|
-
}, [], persistence.resources);
|
|
1599
|
-
const broker: BrokerAdapter = {
|
|
1600
|
-
id: "ibkr",
|
|
1601
|
-
name: "IBKR",
|
|
1602
|
-
configSchema: [],
|
|
1603
|
-
async validate() {
|
|
1604
|
-
return true;
|
|
1605
|
-
},
|
|
1606
|
-
async importPositions() {
|
|
1607
|
-
return [];
|
|
1608
|
-
},
|
|
1609
|
-
async getTickerFinancials(_ticker, instance) {
|
|
1610
|
-
if (instance.id === "ibkr-flex") {
|
|
1611
|
-
throw new Error("Gateway mode is required for broker market data");
|
|
1612
|
-
}
|
|
1613
|
-
return {
|
|
1614
|
-
annualStatements: [],
|
|
1615
|
-
quarterlyStatements: [],
|
|
1616
|
-
priceHistory: [],
|
|
1617
|
-
quote: {
|
|
1618
|
-
symbol: "IQE",
|
|
1619
|
-
providerId: "ibkr",
|
|
1620
|
-
price: 24.5,
|
|
1621
|
-
currency: "GBP",
|
|
1622
|
-
change: 0,
|
|
1623
|
-
changePercent: 0,
|
|
1624
|
-
lastUpdated: Date.now(),
|
|
1625
|
-
dataSource: "live",
|
|
1626
|
-
},
|
|
1627
|
-
};
|
|
1628
|
-
},
|
|
1629
|
-
};
|
|
1630
|
-
|
|
1631
|
-
router.attachRegistry({
|
|
1632
|
-
brokers: new Map([["ibkr", broker]]),
|
|
1633
|
-
getEnabledCapabilities: () => [],
|
|
1634
|
-
} as any);
|
|
1635
|
-
router.setConfigAccessor(() => ({
|
|
1636
|
-
dataDir: "",
|
|
1637
|
-
configVersion: CURRENT_CONFIG_VERSION,
|
|
1638
|
-
baseCurrency: "USD",
|
|
1639
|
-
refreshIntervalMinutes: 30,
|
|
1640
|
-
portfolios: [],
|
|
1641
|
-
watchlists: [],
|
|
1642
|
-
columns: [],
|
|
1643
|
-
layout: cloneLayout(DEFAULT_LAYOUT),
|
|
1644
|
-
layouts: [{ name: "Default", layout: cloneLayout(DEFAULT_LAYOUT) }],
|
|
1645
|
-
activeLayoutIndex: 0,
|
|
1646
|
-
brokerInstances: [
|
|
1647
|
-
{
|
|
1648
|
-
id: "ibkr-flex",
|
|
1649
|
-
brokerType: "ibkr",
|
|
1650
|
-
label: "Flex",
|
|
1651
|
-
connectionMode: "flex",
|
|
1652
|
-
config: {},
|
|
1653
|
-
enabled: true,
|
|
1654
|
-
},
|
|
1655
|
-
{
|
|
1656
|
-
id: "ibkr-live",
|
|
1657
|
-
brokerType: "ibkr",
|
|
1658
|
-
label: "Live",
|
|
1659
|
-
connectionMode: "gateway",
|
|
1660
|
-
config: {},
|
|
1661
|
-
enabled: true,
|
|
1662
|
-
},
|
|
1663
|
-
],
|
|
1664
|
-
plugins: [],
|
|
1665
|
-
disabledPlugins: [],
|
|
1666
|
-
theme: "amber",
|
|
1667
|
-
chartPreferences: {
|
|
1668
|
-
defaultRenderMode: "area",
|
|
1669
|
-
renderer: "auto",
|
|
1670
|
-
},
|
|
1671
|
-
recentTickers: [],
|
|
1672
|
-
}));
|
|
1673
|
-
|
|
1674
|
-
const live = await router.getTickerFinancials("IQE", "LSE", {
|
|
1675
|
-
brokerId: "ibkr",
|
|
1676
|
-
brokerInstanceId: "ibkr-live",
|
|
1677
|
-
});
|
|
1678
|
-
expect(live.quote?.price).toBe(24.5);
|
|
1679
|
-
|
|
1680
|
-
const flex = await router.getTickerFinancials("IQE", "LSE", {
|
|
1681
|
-
brokerId: "ibkr",
|
|
1682
|
-
brokerInstanceId: "ibkr-flex",
|
|
1683
|
-
});
|
|
1684
|
-
expect(flex.quote?.price).toBe(0.245);
|
|
1685
|
-
|
|
1686
|
-
const cached = router.getCachedFinancialsForTargets([{
|
|
1687
|
-
symbol: "IQE",
|
|
1688
|
-
exchange: "LSE",
|
|
1689
|
-
brokerId: "ibkr",
|
|
1690
|
-
brokerInstanceId: "ibkr-flex",
|
|
1691
|
-
}], { allowExpired: true });
|
|
1692
|
-
expect(cached.get("IQE")?.quote?.price).toBe(0.245);
|
|
1693
|
-
|
|
1694
|
-
persistence.close();
|
|
1695
|
-
});
|
|
1696
|
-
|
|
1697
|
-
test("returns merged cached provider financials on cold start when sub-unit quotes exist", async () => {
|
|
1698
|
-
const dbPath = createTempDbPath("cached-sub-unit-financials");
|
|
1699
|
-
const persistence = new AppPersistence(dbPath);
|
|
1700
|
-
const now = Date.now();
|
|
1701
|
-
|
|
1702
|
-
persistence.resources.set(
|
|
1703
|
-
{
|
|
1704
|
-
namespace: "market",
|
|
1705
|
-
kind: "financials",
|
|
1706
|
-
entityKey: "contract:14075064",
|
|
1707
|
-
variantKey: "exchange=LSE",
|
|
1708
|
-
sourceKey: "provider:gloomberb-cloud",
|
|
1709
|
-
},
|
|
1710
|
-
{
|
|
1711
|
-
annualStatements: [],
|
|
1712
|
-
quarterlyStatements: [],
|
|
1713
|
-
priceHistory: [],
|
|
1714
|
-
quote: {
|
|
1715
|
-
symbol: "IQE",
|
|
1716
|
-
price: 23.1,
|
|
1717
|
-
currency: "GBp",
|
|
1718
|
-
change: -1.4,
|
|
1719
|
-
changePercent: -5.71,
|
|
1720
|
-
previousClose: 24.5,
|
|
1721
|
-
lastUpdated: now,
|
|
1722
|
-
dataSource: "delayed",
|
|
1723
|
-
},
|
|
1724
|
-
profile: {
|
|
1725
|
-
description: "Cloud profile",
|
|
1726
|
-
},
|
|
1727
|
-
},
|
|
1728
|
-
{
|
|
1729
|
-
cachePolicy: { staleMs: 60_000, expireMs: 60_000 },
|
|
1730
|
-
fetchedAt: now,
|
|
1731
|
-
},
|
|
1732
|
-
);
|
|
1733
|
-
persistence.resources.set(
|
|
1734
|
-
{
|
|
1735
|
-
namespace: "market",
|
|
1736
|
-
kind: "financials",
|
|
1737
|
-
entityKey: "contract:14075064",
|
|
1738
|
-
variantKey: "exchange=LSE",
|
|
1739
|
-
sourceKey: "provider:yahoo",
|
|
1740
|
-
},
|
|
1741
|
-
{
|
|
1742
|
-
annualStatements: [],
|
|
1743
|
-
quarterlyStatements: [],
|
|
1744
|
-
priceHistory: [],
|
|
1745
|
-
quote: {
|
|
1746
|
-
symbol: "IQE.L",
|
|
1747
|
-
providerId: "yahoo",
|
|
1748
|
-
price: 0.231,
|
|
1749
|
-
currency: "GBP",
|
|
1750
|
-
change: -0.014,
|
|
1751
|
-
changePercent: -5.71,
|
|
1752
|
-
previousClose: 0.245,
|
|
1753
|
-
lastUpdated: now,
|
|
1754
|
-
dataSource: "delayed",
|
|
1755
|
-
},
|
|
1756
|
-
fundamentals: {
|
|
1757
|
-
revenue: 1000,
|
|
1758
|
-
},
|
|
1759
|
-
},
|
|
1760
|
-
{
|
|
1761
|
-
cachePolicy: { staleMs: 60_000, expireMs: 60_000 },
|
|
1762
|
-
fetchedAt: now,
|
|
1763
|
-
},
|
|
1764
|
-
);
|
|
1765
|
-
|
|
1766
|
-
const yahooProvider: DataProvider = {
|
|
1767
|
-
...fallbackProvider,
|
|
1768
|
-
id: "yahoo",
|
|
1769
|
-
name: "Yahoo",
|
|
1770
|
-
priority: 200,
|
|
1771
|
-
async getTickerFinancials() {
|
|
1772
|
-
throw new Error("should not fetch yahoo financials");
|
|
1773
|
-
},
|
|
1774
|
-
};
|
|
1775
|
-
const cloudProvider: DataProvider = {
|
|
1776
|
-
...fallbackProvider,
|
|
1777
|
-
id: "gloomberb-cloud",
|
|
1778
|
-
name: "Cloud",
|
|
1779
|
-
priority: 100,
|
|
1780
|
-
async getTickerFinancials() {
|
|
1781
|
-
throw new Error("should not fetch cloud financials");
|
|
1782
|
-
},
|
|
1783
|
-
};
|
|
1784
|
-
const router = new AssetDataRouter(yahooProvider, [cloudProvider], persistence.resources);
|
|
1785
|
-
|
|
1786
|
-
const financials = await router.getTickerFinancials("IQE", "LSE", {
|
|
1787
|
-
instrument: {
|
|
1788
|
-
brokerId: "ibkr",
|
|
1789
|
-
brokerInstanceId: "ibkr-personal",
|
|
1790
|
-
conId: 14075064,
|
|
1791
|
-
symbol: "IQE",
|
|
1792
|
-
},
|
|
1793
|
-
});
|
|
1794
|
-
|
|
1795
|
-
expect(financials.quote?.price).toBe(0.231);
|
|
1796
|
-
expect(financials.quote?.currency).toBe("GBP");
|
|
1797
|
-
expect(financials.fundamentals?.revenue).toBe(1000);
|
|
1798
|
-
expect(financials.profile?.description).toBe("Cloud profile");
|
|
1799
|
-
|
|
1800
|
-
persistence.close();
|
|
1801
|
-
});
|
|
1802
|
-
|
|
1803
|
-
test("drops stale cached cloud quotes while preserving cached cloud fundamentals", () => {
|
|
1804
|
-
const dbPath = createTempDbPath("stale-cloud-cached-financials");
|
|
1805
|
-
const persistence = new AppPersistence(dbPath);
|
|
1806
|
-
const now = Date.now();
|
|
1807
|
-
const previousSession = now - 24 * 60 * 60_000;
|
|
1808
|
-
|
|
1809
|
-
persistence.resources.set(
|
|
1810
|
-
{
|
|
1811
|
-
namespace: "market",
|
|
1812
|
-
kind: "financials",
|
|
1813
|
-
entityKey: "HY9H",
|
|
1814
|
-
variantKey: "exchange=FWB2",
|
|
1815
|
-
sourceKey: "provider:gloomberb-cloud",
|
|
1816
|
-
},
|
|
1817
|
-
{
|
|
1818
|
-
annualStatements: [],
|
|
1819
|
-
quarterlyStatements: [],
|
|
1820
|
-
priceHistory: [],
|
|
1821
|
-
quote: {
|
|
1822
|
-
symbol: "HY9H",
|
|
1823
|
-
price: 528,
|
|
1824
|
-
currency: "EUR",
|
|
1825
|
-
change: 28,
|
|
1826
|
-
changePercent: 5.6,
|
|
1827
|
-
lastUpdated: previousSession,
|
|
1828
|
-
marketState: "REGULAR",
|
|
1829
|
-
exchangeName: "FWB2",
|
|
1830
|
-
listingExchangeName: "FWB2",
|
|
1831
|
-
providerId: "gloomberb-cloud",
|
|
1832
|
-
dataSource: "delayed",
|
|
1833
|
-
},
|
|
1834
|
-
fundamentals: {
|
|
1835
|
-
revenue: 1234,
|
|
1836
|
-
},
|
|
1837
|
-
profile: {
|
|
1838
|
-
description: "Cloud profile",
|
|
1839
|
-
},
|
|
1840
|
-
},
|
|
1841
|
-
{
|
|
1842
|
-
cachePolicy: { staleMs: 60_000, expireMs: 60_000 },
|
|
1843
|
-
fetchedAt: now,
|
|
1844
|
-
},
|
|
1845
|
-
);
|
|
1846
|
-
persistence.resources.set(
|
|
1847
|
-
{
|
|
1848
|
-
namespace: "market",
|
|
1849
|
-
kind: "financials",
|
|
1850
|
-
entityKey: "HY9H",
|
|
1851
|
-
variantKey: "exchange=FWB2",
|
|
1852
|
-
sourceKey: "provider:yahoo",
|
|
1853
|
-
},
|
|
1854
|
-
{
|
|
1855
|
-
annualStatements: [],
|
|
1856
|
-
quarterlyStatements: [],
|
|
1857
|
-
priceHistory: [],
|
|
1858
|
-
quote: {
|
|
1859
|
-
symbol: "HY9H.F",
|
|
1860
|
-
price: 596,
|
|
1861
|
-
currency: "EUR",
|
|
1862
|
-
change: 68,
|
|
1863
|
-
changePercent: 12.88,
|
|
1864
|
-
lastUpdated: now,
|
|
1865
|
-
marketState: "REGULAR",
|
|
1866
|
-
exchangeName: "FWB2",
|
|
1867
|
-
listingExchangeName: "FWB2",
|
|
1868
|
-
providerId: "yahoo",
|
|
1869
|
-
dataSource: "delayed",
|
|
1870
|
-
},
|
|
1871
|
-
},
|
|
1872
|
-
{
|
|
1873
|
-
cachePolicy: { staleMs: 60_000, expireMs: 60_000 },
|
|
1874
|
-
fetchedAt: now,
|
|
1875
|
-
},
|
|
1876
|
-
);
|
|
1877
|
-
|
|
1878
|
-
const router = new AssetDataRouter({
|
|
1879
|
-
...fallbackProvider,
|
|
1880
|
-
id: "yahoo",
|
|
1881
|
-
name: "Yahoo",
|
|
1882
|
-
async getTickerFinancials() {
|
|
1883
|
-
throw new Error("should not fetch financials");
|
|
1884
|
-
},
|
|
1885
|
-
}, [{
|
|
1886
|
-
...fallbackProvider,
|
|
1887
|
-
id: "gloomberb-cloud",
|
|
1888
|
-
name: "Cloud",
|
|
1889
|
-
priority: 100,
|
|
1890
|
-
async getTickerFinancials() {
|
|
1891
|
-
throw new Error("should not fetch financials");
|
|
1892
|
-
},
|
|
1893
|
-
}], persistence.resources);
|
|
1894
|
-
|
|
1895
|
-
const cached = router.getCachedFinancialsForTargets([{
|
|
1896
|
-
symbol: "HY9H",
|
|
1897
|
-
exchange: "FWB2",
|
|
1898
|
-
}], { allowExpired: true });
|
|
1899
|
-
|
|
1900
|
-
expect(cached.get("HY9H")?.quote?.providerId).toBe("yahoo");
|
|
1901
|
-
expect(cached.get("HY9H")?.quote?.price).toBe(596);
|
|
1902
|
-
expect(cached.get("HY9H")?.fundamentals?.revenue).toBe(1234);
|
|
1903
|
-
expect(cached.get("HY9H")?.profile?.description).toBe("Cloud profile");
|
|
1904
|
-
|
|
1905
|
-
persistence.close();
|
|
1906
|
-
});
|
|
1907
|
-
|
|
1908
|
-
test("drops cached premarket cloud quotes that lack an active-session price", () => {
|
|
1909
|
-
const dbPath = createTempDbPath("stale-cloud-premarket-cache");
|
|
1910
|
-
const persistence = new AppPersistence(dbPath);
|
|
1911
|
-
const now = Date.now();
|
|
1912
|
-
|
|
1913
|
-
persistence.resources.set(
|
|
1914
|
-
{
|
|
1915
|
-
namespace: "market",
|
|
1916
|
-
kind: "financials",
|
|
1917
|
-
entityKey: "AMD",
|
|
1918
|
-
variantKey: "exchange=NASDAQ",
|
|
1919
|
-
sourceKey: "provider:gloomberb-cloud",
|
|
1920
|
-
},
|
|
1921
|
-
{
|
|
1922
|
-
annualStatements: [],
|
|
1923
|
-
quarterlyStatements: [],
|
|
1924
|
-
priceHistory: [],
|
|
1925
|
-
quote: {
|
|
1926
|
-
symbol: "AMD",
|
|
1927
|
-
price: 221.53,
|
|
1928
|
-
currency: "USD",
|
|
1929
|
-
change: 1.35,
|
|
1930
|
-
changePercent: 0.61,
|
|
1931
|
-
lastUpdated: now,
|
|
1932
|
-
marketState: "PRE",
|
|
1933
|
-
exchangeName: "NASDAQ",
|
|
1934
|
-
listingExchangeName: "NASDAQ",
|
|
1935
|
-
providerId: "gloomberb-cloud",
|
|
1936
|
-
dataSource: "delayed",
|
|
1937
|
-
},
|
|
1938
|
-
},
|
|
1939
|
-
{
|
|
1940
|
-
cachePolicy: { staleMs: 60_000, expireMs: 60_000 },
|
|
1941
|
-
fetchedAt: now,
|
|
1942
|
-
},
|
|
1943
|
-
);
|
|
1944
|
-
persistence.resources.set(
|
|
1945
|
-
{
|
|
1946
|
-
namespace: "market",
|
|
1947
|
-
kind: "financials",
|
|
1948
|
-
entityKey: "AMD",
|
|
1949
|
-
variantKey: "exchange=NASDAQ",
|
|
1950
|
-
sourceKey: "provider:yahoo",
|
|
1951
|
-
},
|
|
1952
|
-
{
|
|
1953
|
-
annualStatements: [],
|
|
1954
|
-
quarterlyStatements: [],
|
|
1955
|
-
priceHistory: [],
|
|
1956
|
-
quote: {
|
|
1957
|
-
symbol: "AMD",
|
|
1958
|
-
price: 221.53,
|
|
1959
|
-
currency: "USD",
|
|
1960
|
-
change: 1.35,
|
|
1961
|
-
changePercent: 0.61,
|
|
1962
|
-
lastUpdated: now,
|
|
1963
|
-
marketState: "PRE",
|
|
1964
|
-
preMarketPrice: 231,
|
|
1965
|
-
preMarketChange: 9.47,
|
|
1966
|
-
preMarketChangePercent: 4.27,
|
|
1967
|
-
exchangeName: "NASDAQ",
|
|
1968
|
-
listingExchangeName: "NASDAQ",
|
|
1969
|
-
providerId: "yahoo",
|
|
1970
|
-
dataSource: "delayed",
|
|
1971
|
-
},
|
|
1972
|
-
},
|
|
1973
|
-
{
|
|
1974
|
-
cachePolicy: { staleMs: 60_000, expireMs: 60_000 },
|
|
1975
|
-
fetchedAt: now,
|
|
1976
|
-
},
|
|
1977
|
-
);
|
|
1978
|
-
|
|
1979
|
-
const router = new AssetDataRouter({
|
|
1980
|
-
...fallbackProvider,
|
|
1981
|
-
id: "yahoo",
|
|
1982
|
-
name: "Yahoo",
|
|
1983
|
-
async getTickerFinancials() {
|
|
1984
|
-
throw new Error("should not fetch financials");
|
|
1985
|
-
},
|
|
1986
|
-
}, [{
|
|
1987
|
-
...fallbackProvider,
|
|
1988
|
-
id: "gloomberb-cloud",
|
|
1989
|
-
name: "Cloud",
|
|
1990
|
-
priority: 100,
|
|
1991
|
-
async getTickerFinancials() {
|
|
1992
|
-
throw new Error("should not fetch financials");
|
|
1993
|
-
},
|
|
1994
|
-
}], persistence.resources);
|
|
1995
|
-
|
|
1996
|
-
const cached = router.getCachedFinancialsForTargets([{
|
|
1997
|
-
symbol: "AMD",
|
|
1998
|
-
exchange: "NASDAQ",
|
|
1999
|
-
}], { allowExpired: true });
|
|
2000
|
-
|
|
2001
|
-
expect(cached.get("AMD")?.quote?.providerId).toBe("yahoo");
|
|
2002
|
-
expect(cached.get("AMD")?.quote?.preMarketPrice).toBe(231);
|
|
2003
|
-
|
|
2004
|
-
persistence.close();
|
|
2005
|
-
});
|
|
2006
|
-
|
|
2007
|
-
test("keeps stale cached quotes only for startup cache priming", () => {
|
|
2008
|
-
const dbPath = createTempDbPath("startup-stale-quote-prime");
|
|
2009
|
-
const persistence = new AppPersistence(dbPath);
|
|
2010
|
-
const now = Date.now();
|
|
2011
|
-
|
|
2012
|
-
persistence.resources.set(
|
|
2013
|
-
{
|
|
2014
|
-
namespace: "market",
|
|
2015
|
-
kind: "financials",
|
|
2016
|
-
entityKey: "OLD",
|
|
2017
|
-
variantKey: "exchange=NASDAQ",
|
|
2018
|
-
sourceKey: "provider:gloomberb-cloud",
|
|
2019
|
-
},
|
|
2020
|
-
{
|
|
2021
|
-
annualStatements: [],
|
|
2022
|
-
quarterlyStatements: [],
|
|
2023
|
-
priceHistory: [],
|
|
2024
|
-
quote: {
|
|
2025
|
-
symbol: "OLD",
|
|
2026
|
-
price: 42,
|
|
2027
|
-
currency: "USD",
|
|
2028
|
-
change: -1,
|
|
2029
|
-
changePercent: -2.33,
|
|
2030
|
-
lastUpdated: Date.UTC(2020, 0, 2),
|
|
2031
|
-
marketState: "REGULAR",
|
|
2032
|
-
exchangeName: "NASDAQ",
|
|
2033
|
-
listingExchangeName: "NASDAQ",
|
|
2034
|
-
providerId: "gloomberb-cloud",
|
|
2035
|
-
dataSource: "delayed",
|
|
2036
|
-
},
|
|
2037
|
-
fundamentals: {
|
|
2038
|
-
trailingPE: 12,
|
|
2039
|
-
},
|
|
2040
|
-
},
|
|
2041
|
-
{
|
|
2042
|
-
cachePolicy: { staleMs: 60_000, expireMs: 60_000 },
|
|
2043
|
-
fetchedAt: now,
|
|
2044
|
-
},
|
|
2045
|
-
);
|
|
2046
|
-
|
|
2047
|
-
const router = new AssetDataRouter({
|
|
2048
|
-
...fallbackProvider,
|
|
2049
|
-
id: "gloomberb-cloud",
|
|
2050
|
-
name: "Cloud",
|
|
2051
|
-
async getTickerFinancials() {
|
|
2052
|
-
throw new Error("should not fetch financials");
|
|
2053
|
-
},
|
|
2054
|
-
}, [], persistence.resources);
|
|
2055
|
-
|
|
2056
|
-
const normal = router.getCachedFinancialsForTargets([{ symbol: "OLD", exchange: "NASDAQ" }], { allowExpired: true });
|
|
2057
|
-
expect(normal.get("OLD")?.quote).toBeUndefined();
|
|
2058
|
-
expect(normal.get("OLD")?.fundamentals?.trailingPE).toBe(12);
|
|
2059
|
-
|
|
2060
|
-
const startup = router.getCachedFinancialsForTargets(
|
|
2061
|
-
[{ symbol: "OLD", exchange: "NASDAQ" }],
|
|
2062
|
-
{ allowExpired: true, includeStaleQuotes: true },
|
|
2063
|
-
);
|
|
2064
|
-
expect(startup.get("OLD")?.quote?.changePercent).toBe(-2.33);
|
|
2065
|
-
expect(startup.get("OLD")?.fundamentals?.trailingPE).toBe(12);
|
|
2066
|
-
|
|
2067
|
-
persistence.close();
|
|
2068
|
-
});
|
|
2069
|
-
|
|
2070
|
-
test("derives cached market cap from quote price and shares outstanding", () => {
|
|
2071
|
-
const dbPath = createTempDbPath("cached-derived-market-cap");
|
|
2072
|
-
const persistence = new AppPersistence(dbPath);
|
|
2073
|
-
const now = Date.now();
|
|
2074
|
-
|
|
2075
|
-
persistence.resources.set(
|
|
2076
|
-
{
|
|
2077
|
-
namespace: "market",
|
|
2078
|
-
kind: "financials",
|
|
2079
|
-
entityKey: "AMD",
|
|
2080
|
-
variantKey: "exchange=NASDAQ",
|
|
2081
|
-
sourceKey: "provider:gloomberb-cloud",
|
|
2082
|
-
},
|
|
2083
|
-
{
|
|
2084
|
-
annualStatements: [],
|
|
2085
|
-
quarterlyStatements: [],
|
|
2086
|
-
priceHistory: [],
|
|
2087
|
-
quote: {
|
|
2088
|
-
symbol: "AMD",
|
|
2089
|
-
price: 445.38,
|
|
2090
|
-
currency: "USD",
|
|
2091
|
-
change: -2.91,
|
|
2092
|
-
changePercent: -0.65,
|
|
2093
|
-
lastUpdated: now,
|
|
2094
|
-
marketState: "REGULAR",
|
|
2095
|
-
exchangeName: "NASDAQ",
|
|
2096
|
-
listingExchangeName: "NASDAQ",
|
|
2097
|
-
providerId: "gloomberb-cloud",
|
|
2098
|
-
dataSource: "delayed",
|
|
2099
|
-
},
|
|
2100
|
-
fundamentals: {
|
|
2101
|
-
sharesOutstanding: 1_630_000_000,
|
|
2102
|
-
},
|
|
2103
|
-
},
|
|
2104
|
-
{
|
|
2105
|
-
cachePolicy: { staleMs: 60_000, expireMs: 60_000 },
|
|
2106
|
-
fetchedAt: now,
|
|
2107
|
-
},
|
|
2108
|
-
);
|
|
2109
|
-
|
|
2110
|
-
const router = new AssetDataRouter({
|
|
2111
|
-
...fallbackProvider,
|
|
2112
|
-
id: "gloomberb-cloud",
|
|
2113
|
-
name: "Cloud",
|
|
2114
|
-
async getTickerFinancials() {
|
|
2115
|
-
throw new Error("should not fetch financials");
|
|
2116
|
-
},
|
|
2117
|
-
}, [], persistence.resources);
|
|
2118
|
-
|
|
2119
|
-
const cached = router.getCachedFinancialsForTargets([{ symbol: "AMD", exchange: "NASDAQ" }], {
|
|
2120
|
-
allowExpired: true,
|
|
2121
|
-
includeStaleQuotes: true,
|
|
2122
|
-
});
|
|
2123
|
-
expect(cached.get("AMD")?.quote?.marketCap).toBeCloseTo(725_969_400_000);
|
|
2124
|
-
|
|
2125
|
-
persistence.close();
|
|
2126
|
-
});
|
|
2127
|
-
|
|
2128
|
-
test("uses symbol provider cache for broker-linked startup targets", () => {
|
|
2129
|
-
const dbPath = createTempDbPath("cached-symbol-fallback-for-contract");
|
|
2130
|
-
const persistence = new AppPersistence(dbPath);
|
|
2131
|
-
const now = Date.now();
|
|
2132
|
-
const old = now - 3 * 24 * 60 * 60_000;
|
|
2133
|
-
|
|
2134
|
-
persistence.resources.set(
|
|
2135
|
-
{
|
|
2136
|
-
namespace: "market",
|
|
2137
|
-
kind: "financials",
|
|
2138
|
-
entityKey: "contract:14015423",
|
|
2139
|
-
variantKey: "exchange=JPX",
|
|
2140
|
-
sourceKey: "provider:yahoo",
|
|
2141
|
-
},
|
|
2142
|
-
{
|
|
2143
|
-
annualStatements: [],
|
|
2144
|
-
quarterlyStatements: [],
|
|
2145
|
-
priceHistory: [],
|
|
2146
|
-
quote: {
|
|
2147
|
-
symbol: "4092.T",
|
|
2148
|
-
providerId: "yahoo",
|
|
2149
|
-
price: 3770,
|
|
2150
|
-
currency: "JPY",
|
|
2151
|
-
change: 145,
|
|
2152
|
-
changePercent: 4,
|
|
2153
|
-
lastUpdated: old,
|
|
2154
|
-
marketState: "CLOSED",
|
|
2155
|
-
exchangeName: "JPX",
|
|
2156
|
-
listingExchangeName: "JPX",
|
|
2157
|
-
},
|
|
2158
|
-
},
|
|
2159
|
-
{
|
|
2160
|
-
cachePolicy: { staleMs: 60_000, expireMs: 7 * 24 * 60 * 60_000 },
|
|
2161
|
-
fetchedAt: old,
|
|
2162
|
-
},
|
|
2163
|
-
);
|
|
2164
|
-
persistence.resources.set(
|
|
2165
|
-
{
|
|
2166
|
-
namespace: "market",
|
|
2167
|
-
kind: "financials",
|
|
2168
|
-
entityKey: "4092.T",
|
|
2169
|
-
variantKey: "exchange=JPX",
|
|
2170
|
-
sourceKey: "provider:yahoo",
|
|
2171
|
-
},
|
|
2172
|
-
{
|
|
2173
|
-
annualStatements: [],
|
|
2174
|
-
quarterlyStatements: [],
|
|
2175
|
-
priceHistory: [],
|
|
2176
|
-
quote: {
|
|
2177
|
-
symbol: "4092.T",
|
|
2178
|
-
providerId: "yahoo",
|
|
2179
|
-
price: 3925,
|
|
2180
|
-
currency: "JPY",
|
|
2181
|
-
change: 20,
|
|
2182
|
-
changePercent: 0.51,
|
|
2183
|
-
lastUpdated: now,
|
|
2184
|
-
marketState: "CLOSED",
|
|
2185
|
-
exchangeName: "JPX",
|
|
2186
|
-
listingExchangeName: "JPX",
|
|
2187
|
-
},
|
|
2188
|
-
},
|
|
2189
|
-
{
|
|
2190
|
-
cachePolicy: { staleMs: 60_000, expireMs: 7 * 24 * 60 * 60_000 },
|
|
2191
|
-
fetchedAt: now,
|
|
2192
|
-
},
|
|
2193
|
-
);
|
|
2194
|
-
|
|
2195
|
-
const router = new AssetDataRouter({
|
|
2196
|
-
...fallbackProvider,
|
|
2197
|
-
id: "yahoo",
|
|
2198
|
-
name: "Yahoo",
|
|
2199
|
-
async getTickerFinancials() {
|
|
2200
|
-
throw new Error("should not fetch financials");
|
|
2201
|
-
},
|
|
2202
|
-
}, [], persistence.resources);
|
|
2203
|
-
|
|
2204
|
-
const cached = router.getCachedFinancialsForTargets([{
|
|
2205
|
-
symbol: "4092.T",
|
|
2206
|
-
exchange: "JPX",
|
|
2207
|
-
instrument: {
|
|
2208
|
-
brokerId: "ibkr",
|
|
2209
|
-
brokerInstanceId: "ibkr-live",
|
|
2210
|
-
conId: 14015423,
|
|
2211
|
-
symbol: "4092.T",
|
|
2212
|
-
},
|
|
2213
|
-
}], { allowExpired: true, includeStaleQuotes: true });
|
|
2214
|
-
|
|
2215
|
-
expect(cached.get("4092.T")?.quote?.price).toBe(3925);
|
|
2216
|
-
expect(cached.get("4092.T")?.quote?.changePercent).toBe(0.51);
|
|
2217
|
-
|
|
2218
|
-
persistence.close();
|
|
2219
|
-
});
|
|
2220
|
-
|
|
2221
|
-
test("overlays standalone quote cache on stale financial snapshots during startup priming", () => {
|
|
2222
|
-
const dbPath = createTempDbPath("cached-quote-over-financial-snapshot");
|
|
2223
|
-
const persistence = new AppPersistence(dbPath);
|
|
2224
|
-
const now = Date.parse("2026-05-13T21:00:00Z");
|
|
2225
|
-
const old = Date.parse("2026-05-09T14:13:30Z");
|
|
2226
|
-
|
|
2227
|
-
persistence.resources.set(
|
|
2228
|
-
{
|
|
2229
|
-
namespace: "market",
|
|
2230
|
-
kind: "financials",
|
|
2231
|
-
entityKey: "contract:14016494",
|
|
2232
|
-
variantKey: "exchange=JPX",
|
|
2233
|
-
sourceKey: "provider:yahoo",
|
|
2234
|
-
},
|
|
2235
|
-
{
|
|
2236
|
-
annualStatements: [],
|
|
2237
|
-
quarterlyStatements: [],
|
|
2238
|
-
priceHistory: [],
|
|
2239
|
-
quote: {
|
|
2240
|
-
symbol: "6315.T",
|
|
2241
|
-
providerId: "yahoo",
|
|
2242
|
-
price: 3380,
|
|
2243
|
-
currency: "JPY",
|
|
2244
|
-
change: 75,
|
|
2245
|
-
changePercent: 2.27,
|
|
2246
|
-
lastUpdated: old,
|
|
2247
|
-
marketState: "CLOSED",
|
|
2248
|
-
exchangeName: "JPX",
|
|
2249
|
-
listingExchangeName: "JPX",
|
|
2250
|
-
},
|
|
2251
|
-
fundamentals: {
|
|
2252
|
-
sharesOutstanding: 75_000_462,
|
|
2253
|
-
trailingPE: 37.2,
|
|
2254
|
-
},
|
|
2255
|
-
},
|
|
2256
|
-
{
|
|
2257
|
-
cachePolicy: { staleMs: 60_000, expireMs: 7 * 24 * 60 * 60_000 },
|
|
2258
|
-
fetchedAt: old,
|
|
2259
|
-
},
|
|
2260
|
-
);
|
|
2261
|
-
persistence.resources.set(
|
|
2262
|
-
{
|
|
2263
|
-
namespace: "market",
|
|
2264
|
-
kind: "quote",
|
|
2265
|
-
entityKey: "contract:14016494",
|
|
2266
|
-
variantKey: "exchange=JPX",
|
|
2267
|
-
sourceKey: "provider:yahoo",
|
|
2268
|
-
},
|
|
2269
|
-
{
|
|
2270
|
-
symbol: "6315.T",
|
|
2271
|
-
providerId: "yahoo",
|
|
2272
|
-
price: 2688,
|
|
2273
|
-
currency: "JPY",
|
|
2274
|
-
change: 13,
|
|
2275
|
-
changePercent: 0.49,
|
|
2276
|
-
lastUpdated: now,
|
|
2277
|
-
marketState: "CLOSED",
|
|
2278
|
-
exchangeName: "JPX",
|
|
2279
|
-
listingExchangeName: "JPX",
|
|
2280
|
-
},
|
|
2281
|
-
{
|
|
2282
|
-
cachePolicy: { staleMs: 60_000, expireMs: 7 * 24 * 60 * 60_000 },
|
|
2283
|
-
fetchedAt: now,
|
|
2284
|
-
},
|
|
2285
|
-
);
|
|
2286
|
-
|
|
2287
|
-
const router = new AssetDataRouter({
|
|
2288
|
-
...fallbackProvider,
|
|
2289
|
-
id: "yahoo",
|
|
2290
|
-
name: "Yahoo",
|
|
2291
|
-
async getTickerFinancials() {
|
|
2292
|
-
throw new Error("should not fetch financials");
|
|
2293
|
-
},
|
|
2294
|
-
}, [], persistence.resources);
|
|
2295
|
-
|
|
2296
|
-
const cached = router.getCachedFinancialsForTargets([{
|
|
2297
|
-
symbol: "6315.T",
|
|
2298
|
-
exchange: "JPX",
|
|
2299
|
-
instrument: {
|
|
2300
|
-
brokerId: "ibkr",
|
|
2301
|
-
brokerInstanceId: "ibkr-live",
|
|
2302
|
-
conId: 14016494,
|
|
2303
|
-
symbol: "6315.T",
|
|
2304
|
-
},
|
|
2305
|
-
}], { allowExpired: true, includeStaleQuotes: true });
|
|
2306
|
-
|
|
2307
|
-
expect(cached.get("6315.T")?.quote?.price).toBe(2688);
|
|
2308
|
-
expect(cached.get("6315.T")?.quote?.changePercent).toBe(0.49);
|
|
2309
|
-
expect(cached.get("6315.T")?.quote?.marketCap).toBe(201_601_241_856);
|
|
2310
|
-
expect(cached.get("6315.T")?.fundamentals?.trailingPE).toBe(37.2);
|
|
2311
|
-
|
|
2312
|
-
persistence.close();
|
|
2313
|
-
});
|
|
2314
|
-
|
|
2315
|
-
test("does not log expected provider misses for missing chart data", async () => {
|
|
2316
|
-
const noisyProvider: DataProvider = {
|
|
2317
|
-
...fallbackProvider,
|
|
2318
|
-
id: "yahoo",
|
|
2319
|
-
name: "Yahoo",
|
|
2320
|
-
async getPriceHistory() {
|
|
2321
|
-
throw new Error('[404] {"chart":{"result":null,"error":{"code":"Not Found","description":"No data found, symbol may be delisted"}}}');
|
|
2322
|
-
},
|
|
2323
|
-
};
|
|
2324
|
-
const router = new AssetDataRouter(fallbackProvider, [noisyProvider]);
|
|
2325
|
-
const logged: unknown[][] = [];
|
|
2326
|
-
console.error = (...args: unknown[]) => {
|
|
2327
|
-
logged.push(args);
|
|
2328
|
-
};
|
|
2329
|
-
|
|
2330
|
-
const history = await router.getPriceHistory("BAD", "NASDAQ", "1Y");
|
|
2331
|
-
|
|
2332
|
-
expect(history).toEqual([]);
|
|
2333
|
-
expect(logged).toHaveLength(0);
|
|
2334
|
-
});
|
|
2335
|
-
|
|
2336
|
-
test("falls back to later providers when the preferred chart source is empty", async () => {
|
|
2337
|
-
const dbPath = createTempDbPath("chart-fallback");
|
|
2338
|
-
const persistence = new AppPersistence(dbPath);
|
|
2339
|
-
|
|
2340
|
-
const cloudProvider: DataProvider = {
|
|
2341
|
-
...fallbackProvider,
|
|
2342
|
-
id: "cloud",
|
|
2343
|
-
name: "Cloud",
|
|
2344
|
-
priority: 100,
|
|
2345
|
-
async getPriceHistory() {
|
|
2346
|
-
return [];
|
|
2347
|
-
},
|
|
2348
|
-
};
|
|
2349
|
-
const yahooProvider: DataProvider = {
|
|
2350
|
-
...fallbackProvider,
|
|
2351
|
-
id: "yahoo",
|
|
2352
|
-
name: "Yahoo",
|
|
2353
|
-
priority: 1000,
|
|
2354
|
-
async getPriceHistory() {
|
|
2355
|
-
return [{ date: new Date("2026-03-28T00:00:00Z"), close: 101 }];
|
|
2356
|
-
},
|
|
2357
|
-
};
|
|
2358
|
-
|
|
2359
|
-
const seedRouter = new AssetDataRouter(yahooProvider, [cloudProvider], persistence.resources);
|
|
2360
|
-
const seeded = await seedRouter.getPriceHistory("AAPL", "NASDAQ", "1Y");
|
|
2361
|
-
expect(seeded[0]?.close).toBe(101);
|
|
2362
|
-
|
|
2363
|
-
const cachedRouter = new AssetDataRouter(yahooProvider, [cloudProvider], persistence.resources);
|
|
2364
|
-
const cached = await cachedRouter.getPriceHistory("AAPL", "NASDAQ", "1Y");
|
|
2365
|
-
expect(cached[0]?.close).toBe(101);
|
|
2366
|
-
|
|
2367
|
-
persistence.close();
|
|
2368
|
-
});
|
|
2369
|
-
|
|
2370
|
-
test("sorts reversed chart history into chronological order", async () => {
|
|
2371
|
-
const router = new AssetDataRouter({
|
|
2372
|
-
...fallbackProvider,
|
|
2373
|
-
id: "cloud",
|
|
2374
|
-
name: "Cloud",
|
|
2375
|
-
async getPriceHistory() {
|
|
2376
|
-
return [
|
|
2377
|
-
{ date: new Date("2026-03-29T00:00:00Z"), close: 103 },
|
|
2378
|
-
{ date: new Date("2026-03-27T00:00:00Z"), close: 101 },
|
|
2379
|
-
{ date: new Date("2026-03-28T00:00:00Z"), close: 102 },
|
|
2380
|
-
];
|
|
2381
|
-
},
|
|
2382
|
-
});
|
|
2383
|
-
|
|
2384
|
-
const history = await router.getPriceHistory("AAPL", "NASDAQ", "1Y");
|
|
2385
|
-
|
|
2386
|
-
expect(history.map((point) => point.close)).toEqual([101, 102, 103]);
|
|
2387
|
-
});
|
|
2388
|
-
|
|
2389
|
-
test("ignores poisoned cached chart history and refetches clean data", async () => {
|
|
2390
|
-
const dbPath = createTempDbPath("poisoned-chart-cache");
|
|
2391
|
-
const persistence = new AppPersistence(dbPath);
|
|
2392
|
-
|
|
2393
|
-
persistence.resources.set(
|
|
2394
|
-
{
|
|
2395
|
-
namespace: "market",
|
|
2396
|
-
kind: "price-history",
|
|
2397
|
-
entityKey: "AAPL",
|
|
2398
|
-
variantKey: "exchange=NASDAQ;range=1Y",
|
|
2399
|
-
sourceKey: "provider:yahoo",
|
|
2400
|
-
},
|
|
2401
|
-
[
|
|
2402
|
-
{ date: null as any, close: 101 },
|
|
2403
|
-
{ date: null as any, close: 102 },
|
|
2404
|
-
],
|
|
2405
|
-
{
|
|
2406
|
-
cachePolicy: { staleMs: 60_000, expireMs: 60_000 },
|
|
2407
|
-
},
|
|
2408
|
-
);
|
|
2409
|
-
|
|
2410
|
-
let providerCalls = 0;
|
|
2411
|
-
const router = new AssetDataRouter({
|
|
2412
|
-
...fallbackProvider,
|
|
2413
|
-
id: "yahoo",
|
|
2414
|
-
name: "Yahoo",
|
|
2415
|
-
async getPriceHistory() {
|
|
2416
|
-
providerCalls += 1;
|
|
2417
|
-
return [
|
|
2418
|
-
{ date: new Date("2026-03-27T00:00:00Z"), close: 201 },
|
|
2419
|
-
{ date: new Date("2026-03-28T00:00:00Z"), close: 202 },
|
|
2420
|
-
];
|
|
2421
|
-
},
|
|
2422
|
-
}, [], persistence.resources);
|
|
2423
|
-
|
|
2424
|
-
const history = await router.getPriceHistory("AAPL", "NASDAQ", "1Y");
|
|
2425
|
-
|
|
2426
|
-
expect(providerCalls).toBe(1);
|
|
2427
|
-
expect(history.map((point) => point.close)).toEqual([201, 202]);
|
|
2428
|
-
|
|
2429
|
-
persistence.close();
|
|
2430
|
-
});
|
|
2431
|
-
|
|
2432
|
-
test("bypasses cached financials on explicit refresh requests", async () => {
|
|
2433
|
-
const dbPath = createTempDbPath("forced-financial-refresh");
|
|
2434
|
-
const persistence = new AppPersistence(dbPath);
|
|
2435
|
-
|
|
2436
|
-
const seedRouter = new AssetDataRouter({
|
|
2437
|
-
...fallbackProvider,
|
|
2438
|
-
async getTickerFinancials() {
|
|
2439
|
-
return {
|
|
2440
|
-
annualStatements: [],
|
|
2441
|
-
quarterlyStatements: [],
|
|
2442
|
-
priceHistory: [{ date: new Date("2026-03-27T00:00:00Z"), close: 101 }],
|
|
2443
|
-
quote: {
|
|
2444
|
-
symbol: "AAPL",
|
|
2445
|
-
price: 101,
|
|
2446
|
-
currency: "USD",
|
|
2447
|
-
change: 1,
|
|
2448
|
-
changePercent: 1,
|
|
2449
|
-
lastUpdated: Date.now(),
|
|
2450
|
-
},
|
|
2451
|
-
};
|
|
2452
|
-
},
|
|
2453
|
-
}, [], persistence.resources);
|
|
2454
|
-
await seedRouter.getTickerFinancials("AAPL", "NASDAQ");
|
|
2455
|
-
|
|
2456
|
-
let providerCalls = 0;
|
|
2457
|
-
const refreshRouter = new AssetDataRouter({
|
|
2458
|
-
...fallbackProvider,
|
|
2459
|
-
async getTickerFinancials() {
|
|
2460
|
-
providerCalls += 1;
|
|
2461
|
-
return {
|
|
2462
|
-
annualStatements: [],
|
|
2463
|
-
quarterlyStatements: [],
|
|
2464
|
-
priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 202 }],
|
|
2465
|
-
quote: {
|
|
2466
|
-
symbol: "AAPL",
|
|
2467
|
-
price: 202,
|
|
2468
|
-
currency: "USD",
|
|
2469
|
-
change: 2,
|
|
2470
|
-
changePercent: 1,
|
|
2471
|
-
lastUpdated: Date.now(),
|
|
2472
|
-
},
|
|
2473
|
-
};
|
|
2474
|
-
},
|
|
2475
|
-
}, [], persistence.resources);
|
|
2476
|
-
|
|
2477
|
-
const refreshed = await refreshRouter.getTickerFinancials("AAPL", "NASDAQ", { cacheMode: "refresh" });
|
|
2478
|
-
|
|
2479
|
-
expect(providerCalls).toBe(1);
|
|
2480
|
-
expect(refreshed.quote?.price).toBe(202);
|
|
2481
|
-
expect(refreshed.priceHistory[0]?.close).toBe(202);
|
|
2482
|
-
|
|
2483
|
-
persistence.close();
|
|
2484
|
-
});
|
|
2485
|
-
|
|
2486
|
-
test("refreshes stale cached chart history before falling back to cache", async () => {
|
|
2487
|
-
const dbPath = createTempDbPath("stale-chart-refresh");
|
|
2488
|
-
const persistence = new AppPersistence(dbPath);
|
|
2489
|
-
|
|
2490
|
-
const seedRouter = new AssetDataRouter({
|
|
2491
|
-
...fallbackProvider,
|
|
2492
|
-
async getPriceHistory() {
|
|
2493
|
-
return [{ date: new Date("2026-03-27T00:00:00Z"), close: 101 }];
|
|
2494
|
-
},
|
|
2495
|
-
}, [], persistence.resources);
|
|
2496
|
-
await seedRouter.getPriceHistory("AAPL", "NASDAQ", "1Y");
|
|
2497
|
-
|
|
2498
|
-
persistence.database.connection
|
|
2499
|
-
.query("UPDATE resource_cache SET stale_at = ? WHERE namespace = ? AND kind = ? AND entity_key = ?")
|
|
2500
|
-
.run(Date.now() - 1, "market", "price-history", "AAPL");
|
|
2501
|
-
|
|
2502
|
-
let providerCalls = 0;
|
|
2503
|
-
const refreshRouter = new AssetDataRouter({
|
|
2504
|
-
...fallbackProvider,
|
|
2505
|
-
async getPriceHistory() {
|
|
2506
|
-
providerCalls += 1;
|
|
2507
|
-
return [{ date: new Date("2026-03-28T00:00:00Z"), close: 202 }];
|
|
2508
|
-
},
|
|
2509
|
-
}, [], persistence.resources);
|
|
2510
|
-
|
|
2511
|
-
const history = await refreshRouter.getPriceHistory("AAPL", "NASDAQ", "1Y");
|
|
2512
|
-
|
|
2513
|
-
expect(providerCalls).toBe(1);
|
|
2514
|
-
expect(history[0]?.close).toBe(202);
|
|
2515
|
-
|
|
2516
|
-
persistence.close();
|
|
2517
|
-
});
|
|
2518
|
-
|
|
2519
|
-
test("falls back to later providers for fixed-resolution chart history", async () => {
|
|
2520
|
-
const cloudProvider: DataProvider = {
|
|
2521
|
-
...fallbackProvider,
|
|
2522
|
-
id: "cloud",
|
|
2523
|
-
name: "Cloud",
|
|
2524
|
-
priority: 100,
|
|
2525
|
-
async getPriceHistoryForResolution() {
|
|
2526
|
-
return [];
|
|
2527
|
-
},
|
|
2528
|
-
};
|
|
2529
|
-
const yahooProvider: DataProvider = {
|
|
2530
|
-
...fallbackProvider,
|
|
2531
|
-
id: "yahoo",
|
|
2532
|
-
name: "Yahoo",
|
|
2533
|
-
priority: 1000,
|
|
2534
|
-
async getPriceHistoryForResolution() {
|
|
2535
|
-
return [{ date: new Date("2026-03-28T00:00:00Z"), close: 102 }];
|
|
2536
|
-
},
|
|
2537
|
-
};
|
|
2538
|
-
|
|
2539
|
-
const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
|
|
2540
|
-
const history = await router.getPriceHistoryForResolution("AAPL", "NASDAQ", "1Y", "1d");
|
|
2541
|
-
|
|
2542
|
-
expect(history[0]?.close).toBe(102);
|
|
2543
|
-
});
|
|
2544
|
-
|
|
2545
|
-
test("returns normalized manual chart resolution capabilities", async () => {
|
|
2546
|
-
const cloudProvider: DataProvider = {
|
|
2547
|
-
...fallbackProvider,
|
|
2548
|
-
id: "cloud",
|
|
2549
|
-
name: "Cloud",
|
|
2550
|
-
priority: 100,
|
|
2551
|
-
async getChartResolutionCapabilities() {
|
|
2552
|
-
return [];
|
|
2553
|
-
},
|
|
2554
|
-
};
|
|
2555
|
-
const yahooProvider: DataProvider = {
|
|
2556
|
-
...fallbackProvider,
|
|
2557
|
-
id: "yahoo",
|
|
2558
|
-
name: "Yahoo",
|
|
2559
|
-
priority: 1000,
|
|
2560
|
-
async getChartResolutionCapabilities() {
|
|
2561
|
-
return ["1wk", "auto", "1d", "bogus"];
|
|
2562
|
-
},
|
|
2563
|
-
};
|
|
2564
|
-
|
|
2565
|
-
const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
|
|
2566
|
-
expect(await router.getChartResolutionCapabilities("AAPL", "NASDAQ")).toEqual(["1d", "1wk"]);
|
|
2567
|
-
});
|
|
2568
|
-
|
|
2569
|
-
test("falls back to later providers when detailed chart history is empty", async () => {
|
|
2570
|
-
const cloudProvider: DataProvider = {
|
|
2571
|
-
...fallbackProvider,
|
|
2572
|
-
id: "cloud",
|
|
2573
|
-
name: "Cloud",
|
|
2574
|
-
priority: 100,
|
|
2575
|
-
async getDetailedPriceHistory() {
|
|
2576
|
-
return [];
|
|
2577
|
-
},
|
|
2578
|
-
};
|
|
2579
|
-
const yahooProvider: DataProvider = {
|
|
2580
|
-
...fallbackProvider,
|
|
2581
|
-
id: "yahoo",
|
|
2582
|
-
name: "Yahoo",
|
|
2583
|
-
priority: 1000,
|
|
2584
|
-
async getDetailedPriceHistory() {
|
|
2585
|
-
return [{ date: new Date("2026-03-28T10:00:00Z"), close: 102 }];
|
|
2586
|
-
},
|
|
2587
|
-
};
|
|
2588
|
-
|
|
2589
|
-
const router = new AssetDataRouter(yahooProvider, [cloudProvider]);
|
|
2590
|
-
const history = await router.getDetailedPriceHistory(
|
|
2591
|
-
"AAPL",
|
|
2592
|
-
"NASDAQ",
|
|
2593
|
-
new Date("2026-03-28T09:30:00Z"),
|
|
2594
|
-
new Date("2026-03-28T16:00:00Z"),
|
|
2595
|
-
"15m",
|
|
2596
|
-
);
|
|
2597
|
-
|
|
2598
|
-
expect(history[0]?.close).toBe(102);
|
|
2599
|
-
});
|
|
2600
|
-
});
|