gloomberb 0.7.5 → 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.
Files changed (1292) hide show
  1. package/README.md +27 -6
  2. package/package.json +2 -3
  3. package/src/api-client/auth.ts +167 -0
  4. package/src/api-client/chat.ts +116 -0
  5. package/src/api-client/data.ts +177 -0
  6. package/src/api-client/errors.ts +28 -0
  7. package/src/api-client/index.test.ts +675 -0
  8. package/src/api-client/index.ts +384 -0
  9. package/src/api-client/normalizers.ts +61 -0
  10. package/src/api-client/paths.ts +173 -0
  11. package/src/api-client/request.ts +124 -0
  12. package/src/api-client/socket.ts +483 -0
  13. package/src/api-client/types.ts +490 -0
  14. package/src/app/app-bootstrap-state.test.ts +157 -0
  15. package/src/app/app-bootstrap-state.ts +134 -0
  16. package/src/app/global-shortcuts.test.tsx +166 -0
  17. package/src/app/global-shortcuts.ts +126 -0
  18. package/src/app/pane-runtime/index.tsx +297 -0
  19. package/src/app/pane-runtime/layout-placement.ts +73 -0
  20. package/src/app/pane-runtime/pane-settings-runtime.tsx +67 -0
  21. package/src/app/pane-runtime/pane-template-runtime.ts +110 -0
  22. package/src/app/pane-runtime/plugin-bindings.ts +231 -0
  23. package/src/app/pane-runtime/ticker-inspector-runtime.ts +167 -0
  24. package/src/app/pane-runtime/ticker-open-runtime.ts +144 -0
  25. package/src/app/pane-template-dialog-wizard.tsx +52 -0
  26. package/src/app/runtime/broker-import.ts +109 -0
  27. package/src/app/runtime/desktop-menu.ts +74 -0
  28. package/src/app/runtime/plugin-bindings.ts +246 -0
  29. package/src/app/runtime/startup.ts +126 -0
  30. package/src/app/runtime/ticker-refresh.ts +249 -0
  31. package/src/app/runtime/update.ts +86 -0
  32. package/src/app.tsx +107 -1487
  33. package/src/brokers/broker-portfolio-sync.ts +186 -0
  34. package/src/brokers/broker-ticker-sync.ts +141 -0
  35. package/src/brokers/profile-form.ts +2 -2
  36. package/src/brokers/remote-broker-adapter.ts +3 -2
  37. package/src/brokers/sync-broker-instance.test.ts +140 -0
  38. package/src/brokers/sync-broker-instance.ts +60 -181
  39. package/src/capabilities/types.ts +4 -4
  40. package/src/cli/commands/search.ts +1 -1
  41. package/src/cli/commands/ticker.ts +3 -3
  42. package/src/cli/context.ts +1 -1
  43. package/src/cli/desktop-pane-shot.ts +305 -0
  44. package/src/cli/helpers.ts +1 -1
  45. package/src/cli/index.ts +34 -0
  46. package/src/cli/pane-functions/catalog.ts +243 -0
  47. package/src/cli/pane-functions/data.ts +78 -0
  48. package/src/cli/pane-functions/discovery.ts +113 -0
  49. package/src/cli/pane-functions/index.test.ts +114 -0
  50. package/src/cli/pane-functions/index.ts +112 -0
  51. package/src/cli/pane-functions/options.ts +249 -0
  52. package/src/cli/pane-functions/report.ts +180 -0
  53. package/src/cli/pane-functions/resolver.ts +96 -0
  54. package/src/cli/pane-functions/screenshot.ts +113 -0
  55. package/src/cli/registry.ts +3 -2
  56. package/src/cli/ticker-resolution.ts +1 -1
  57. package/src/cli.test.ts +1 -1
  58. package/src/components/chart/bar-chart-renderer.test.ts +53 -0
  59. package/src/components/chart/bar-chart-renderer.ts +190 -0
  60. package/src/components/chart/comparison/data.test.ts +105 -0
  61. package/src/components/chart/comparison/data.ts +279 -0
  62. package/src/components/chart/comparison/renderer.test.ts +187 -0
  63. package/src/components/chart/comparison/renderer.ts +283 -0
  64. package/src/components/chart/comparison/scene.ts +178 -0
  65. package/src/components/chart/comparison-stock-chart/axis-width.ts +99 -0
  66. package/src/components/chart/comparison-stock-chart/canvas.ts +148 -0
  67. package/src/components/chart/comparison-stock-chart/controls.ts +252 -0
  68. package/src/components/chart/comparison-stock-chart/helpers.ts +133 -0
  69. package/src/components/chart/comparison-stock-chart/interactions.ts +202 -0
  70. package/src/components/chart/comparison-stock-chart/layout-metrics.ts +62 -0
  71. package/src/components/chart/comparison-stock-chart/layout.tsx +155 -0
  72. package/src/components/chart/comparison-stock-chart/legend.tsx +73 -0
  73. package/src/components/chart/comparison-stock-chart/native-surfaces.ts +89 -0
  74. package/src/components/chart/comparison-stock-chart/render-data.ts +198 -0
  75. package/src/components/chart/comparison-stock-chart/render-output.ts +145 -0
  76. package/src/components/chart/comparison-stock-chart/selection-runtime.ts +111 -0
  77. package/src/components/chart/comparison-stock-chart/sources.ts +47 -0
  78. package/src/components/chart/comparison-stock-chart/surface-runtime.ts +159 -0
  79. package/src/components/chart/comparison-stock-chart/toolbar.tsx +107 -0
  80. package/src/components/chart/comparison-stock-chart/types.ts +22 -0
  81. package/src/components/chart/comparison-stock-chart/view.tsx +524 -0
  82. package/src/components/chart/comparison-stock-chart/viewport-runtime.ts +239 -0
  83. package/src/components/chart/comparison-stock-chart.tsx +12 -2028
  84. package/src/components/chart/core/axis-format.ts +147 -0
  85. package/src/components/chart/core/axis-measure.ts +33 -0
  86. package/src/components/chart/core/controller.test.ts +157 -0
  87. package/src/components/chart/core/controller.ts +349 -0
  88. package/src/components/chart/core/data.ts +94 -0
  89. package/src/components/chart/core/date-window.ts +392 -0
  90. package/src/components/chart/core/index.test.ts +1007 -0
  91. package/src/components/chart/core/indicator-selector.tsx +75 -0
  92. package/src/components/chart/core/keyboard.ts +15 -0
  93. package/src/components/chart/core/palette.ts +60 -0
  94. package/src/components/chart/core/pane-settings.test.ts +25 -0
  95. package/src/components/chart/core/pane-settings.ts +82 -0
  96. package/src/components/chart/core/pointer.ts +292 -0
  97. package/src/components/chart/core/projection.ts +333 -0
  98. package/src/components/chart/core/render-utils.ts +4 -0
  99. package/src/components/chart/core/renderer.ts +249 -0
  100. package/src/components/chart/core/resolution.test.ts +99 -0
  101. package/src/components/chart/core/resolution.ts +380 -0
  102. package/src/components/chart/core/scene.ts +180 -0
  103. package/src/components/chart/core/scroll.test.ts +70 -0
  104. package/src/components/chart/core/scroll.ts +104 -0
  105. package/src/components/chart/core/time-axis.ts +330 -0
  106. package/src/components/chart/core/types.ts +124 -0
  107. package/src/components/chart/core/viewport.test.ts +29 -0
  108. package/src/components/chart/core/viewport.ts +51 -0
  109. package/src/components/chart/core/window-viewport.test.ts +69 -0
  110. package/src/components/chart/core/window-viewport.ts +162 -0
  111. package/src/components/chart/display-cursor.ts +153 -0
  112. package/src/components/chart/market-session.ts +1 -1
  113. package/src/components/chart/multi-line/renderer.test.ts +83 -0
  114. package/src/components/chart/multi-line/renderer.ts +160 -0
  115. package/src/components/chart/multi-line/scene.ts +188 -0
  116. package/src/components/chart/native/canvas-bitmaps.ts +140 -0
  117. package/src/components/chart/native/chart-rasterizer.ts +18 -865
  118. package/src/components/chart/native/kitty/adapter.ts +9 -0
  119. package/src/components/chart/native/kitty/index.test.ts +752 -0
  120. package/src/components/chart/native/kitty/manager.ts +142 -0
  121. package/src/components/chart/native/kitty/support.ts +70 -0
  122. package/src/components/chart/native/raster/comparison-chart.ts +162 -0
  123. package/src/components/chart/native/raster/crosshair.ts +51 -0
  124. package/src/components/chart/native/raster/layout.ts +136 -0
  125. package/src/components/chart/native/raster/placement.ts +132 -0
  126. package/src/components/chart/native/raster/price-chart.ts +244 -0
  127. package/src/components/chart/native/raster/primitives.ts +154 -0
  128. package/src/components/chart/native/raster/types.ts +41 -0
  129. package/src/components/chart/native/renderer-selection.ts +81 -1
  130. package/src/components/chart/native/surface/hooks.ts +137 -0
  131. package/src/components/chart/native/surface/manager.ts +225 -0
  132. package/src/components/chart/native/surface/rendering.ts +211 -0
  133. package/src/components/chart/native/surface/sync.ts +34 -0
  134. package/src/components/chart/native/surface/visibility.ts +48 -0
  135. package/src/components/chart/price-axis-labels.tsx +4 -4
  136. package/src/components/chart/rendering/chart-draw.ts +270 -0
  137. package/src/components/chart/rendering/geometry.ts +95 -0
  138. package/src/components/chart/rendering/pixel-buffer.ts +267 -0
  139. package/src/components/chart/scatter-chart-renderer.test.ts +31 -0
  140. package/src/components/chart/scatter-chart-renderer.ts +223 -0
  141. package/src/components/chart/static/bar-chart-surface.tsx +85 -0
  142. package/src/components/chart/static/chart/bitmap.ts +50 -0
  143. package/src/components/chart/static/chart/surface.test.tsx +51 -0
  144. package/src/components/chart/static/chart/surface.tsx +181 -0
  145. package/src/components/chart/static/multi-line-chart-surface.tsx +180 -0
  146. package/src/components/chart/static/scatter-chart-surface.tsx +83 -0
  147. package/src/components/chart/stock-chart/auto.ts +216 -0
  148. package/src/components/chart/stock-chart/axis-width.ts +146 -0
  149. package/src/components/chart/stock-chart/bitmaps.ts +22 -0
  150. package/src/components/chart/stock-chart/canvas.ts +202 -0
  151. package/src/components/chart/stock-chart/controls.tsx +149 -0
  152. package/src/components/chart/stock-chart/cursor.ts +60 -0
  153. package/src/components/chart/stock-chart/data-runtime.ts +129 -0
  154. package/src/components/chart/stock-chart/footer.ts +248 -0
  155. package/src/components/chart/stock-chart/geometry.ts +160 -0
  156. package/src/components/chart/stock-chart/index.test.ts +500 -0
  157. package/src/components/chart/stock-chart/index.tsx +29 -0
  158. package/src/components/chart/stock-chart/indicators.ts +226 -0
  159. package/src/components/chart/stock-chart/interaction-runtime.ts +44 -0
  160. package/src/components/chart/stock-chart/interactions.ts +300 -0
  161. package/src/components/chart/stock-chart/keyboard.ts +373 -0
  162. package/src/components/chart/stock-chart/layout-metrics.ts +62 -0
  163. package/src/components/chart/stock-chart/layout.tsx +177 -0
  164. package/src/components/chart/stock-chart/native-surfaces.ts +121 -0
  165. package/src/components/chart/stock-chart/presentation.ts +67 -0
  166. package/src/components/chart/stock-chart/renderer-switch.test.tsx +263 -0
  167. package/src/components/chart/stock-chart/rendering/bounds.ts +116 -0
  168. package/src/components/chart/stock-chart/rendering/candidates.ts +145 -0
  169. package/src/components/chart/stock-chart/rendering/data.ts +370 -0
  170. package/src/components/chart/stock-chart/rendering/invalidation.ts +68 -0
  171. package/src/components/chart/stock-chart/rendering/output.ts +304 -0
  172. package/src/components/chart/stock-chart/rendering/planning.ts +122 -0
  173. package/src/components/chart/stock-chart/rendering/projection.test.tsx +98 -0
  174. package/src/components/chart/stock-chart/rendering/projection.ts +112 -0
  175. package/src/components/chart/stock-chart/rendering/state.test.ts +70 -0
  176. package/src/components/chart/stock-chart/rendering/state.ts +283 -0
  177. package/src/components/chart/stock-chart/requests.ts +337 -0
  178. package/src/components/chart/stock-chart/resolution-support.ts +96 -0
  179. package/src/components/chart/stock-chart/resolved/runtime.ts +289 -0
  180. package/src/components/chart/stock-chart/resolved.tsx +345 -0
  181. package/src/components/chart/stock-chart/settings.ts +77 -0
  182. package/src/components/chart/stock-chart/surface-runtime.ts +62 -0
  183. package/src/components/chart/stock-chart/types.ts +25 -0
  184. package/src/components/chart/stock-chart/view.tsx +155 -0
  185. package/src/components/chart/stock-chart/viewport/effects.ts +296 -0
  186. package/src/components/chart/stock-chart/viewport/index.ts +144 -0
  187. package/src/components/chart/stock-chart/viewport/runtime.ts +375 -0
  188. package/src/components/chart/time-axis-label.tsx +4 -3
  189. package/src/components/command-bar/action-runtime.ts +326 -0
  190. package/src/components/command-bar/commands/collection.ts +214 -0
  191. package/src/components/command-bar/commands/direct/index.ts +266 -0
  192. package/src/components/command-bar/commands/direct/runtime.ts +168 -0
  193. package/src/components/command-bar/commands/plugin/actions.ts +171 -0
  194. package/src/components/command-bar/commands/plugin/items.ts +166 -0
  195. package/src/components/command-bar/commands/registry.ts +263 -0
  196. package/src/components/command-bar/helpers.test.ts +13 -21
  197. package/src/components/command-bar/helpers.ts +51 -272
  198. package/src/components/command-bar/keyboard-handlers.ts +306 -0
  199. package/src/components/command-bar/keyboard-shortcuts.ts +204 -0
  200. package/src/components/command-bar/layout-items/current-layout.ts +120 -0
  201. package/src/components/command-bar/layout-items/focused-pane.ts +143 -0
  202. package/src/components/command-bar/layout-items/types.ts +25 -0
  203. package/src/components/command-bar/layout-items/window-mode.ts +72 -0
  204. package/src/components/command-bar/layout-items.ts +93 -0
  205. package/src/components/command-bar/list/model.ts +81 -0
  206. package/src/components/command-bar/list/navigation.ts +125 -0
  207. package/src/components/command-bar/list/view.tsx +316 -0
  208. package/src/components/command-bar/multi-select-picker.tsx +219 -0
  209. package/src/components/command-bar/multi-select-runtime.ts +91 -0
  210. package/src/components/command-bar/pane-actions.ts +124 -0
  211. package/src/components/command-bar/pane-settings.ts +227 -0
  212. package/src/components/command-bar/pane-templates/items.ts +203 -0
  213. package/src/components/command-bar/pane-templates/workflow-route.ts +81 -0
  214. package/src/components/command-bar/pane-templates/workflow.ts +282 -0
  215. package/src/components/command-bar/panel/body.tsx +311 -0
  216. package/src/components/command-bar/panel/index.tsx +196 -0
  217. package/src/components/command-bar/panel/layout.ts +117 -0
  218. package/src/components/command-bar/panel/runtime.ts +280 -0
  219. package/src/components/command-bar/panel/state.ts +138 -0
  220. package/src/components/command-bar/panel/types.ts +78 -0
  221. package/src/components/command-bar/picker-activation.ts +126 -0
  222. package/src/components/command-bar/routes/root/command-items.ts +176 -0
  223. package/src/components/command-bar/routes/root/provider-search.ts +200 -0
  224. package/src/components/command-bar/routes/root/results.ts +233 -0
  225. package/src/components/command-bar/routes/root/runtime.ts +315 -0
  226. package/src/components/command-bar/routes/root/selection.ts +228 -0
  227. package/src/components/command-bar/routes/root/shortcut-feedback.ts +108 -0
  228. package/src/components/command-bar/routes/root/shortcut-items.ts +159 -0
  229. package/src/components/command-bar/routes/root/shortcuts.test.ts +151 -0
  230. package/src/components/command-bar/routes/root/shortcuts.ts +188 -0
  231. package/src/components/command-bar/routes/ticker-search/actions.ts +142 -0
  232. package/src/components/command-bar/routes/ticker-search/results.ts +94 -0
  233. package/src/components/command-bar/routes/ticker-search/route.ts +151 -0
  234. package/src/components/command-bar/routing/actions.ts +299 -0
  235. package/src/components/command-bar/routing/confirm.ts +91 -0
  236. package/src/components/command-bar/routing/effects.ts +82 -0
  237. package/src/components/command-bar/routing/launch-request.ts +59 -0
  238. package/src/components/command-bar/routing/list-state.ts +242 -0
  239. package/src/components/command-bar/routing/navigation-state.ts +147 -0
  240. package/src/components/command-bar/selection-runtime.ts +291 -0
  241. package/src/components/command-bar/surface/environment.ts +124 -0
  242. package/src/components/command-bar/surface/index.test.tsx +864 -0
  243. package/src/components/command-bar/surface/index.tsx +344 -0
  244. package/src/components/command-bar/surface/pane.test.tsx +703 -0
  245. package/src/components/command-bar/surface/portfolio.test.tsx +452 -0
  246. package/src/components/command-bar/surface/test-harness.tsx +403 -0
  247. package/src/components/command-bar/theme-preview.ts +84 -0
  248. package/src/components/command-bar/view-model.test.ts +3 -3
  249. package/src/components/command-bar/view-model.ts +7 -6
  250. package/src/components/command-bar/workflow/alert.ts +164 -0
  251. package/src/components/command-bar/workflow/body.tsx +179 -0
  252. package/src/components/command-bar/workflow/broker.ts +158 -0
  253. package/src/components/command-bar/workflow/builtin.ts +134 -0
  254. package/src/components/command-bar/workflow/collection-actions.ts +257 -0
  255. package/src/components/command-bar/workflow/coordinator.ts +193 -0
  256. package/src/components/command-bar/workflow/field-row.tsx +214 -0
  257. package/src/components/command-bar/workflow/fields.ts +230 -0
  258. package/src/components/command-bar/workflow/ops.test.ts +197 -0
  259. package/src/components/command-bar/workflow/ops.ts +268 -0
  260. package/src/components/command-bar/workflow/route-actions.ts +232 -0
  261. package/src/components/command-bar/workflow/route-builder.ts +56 -0
  262. package/src/components/command-bar/workflow/runtime.ts +234 -0
  263. package/src/components/command-bar/workflow/submit.ts +213 -0
  264. package/src/components/command-bar/workflow/tickers.ts +214 -0
  265. package/src/components/command-bar/workflow/types.ts +127 -0
  266. package/src/components/data-table/stack-view.test.tsx +218 -0
  267. package/src/components/data-table/stack-view.tsx +59 -0
  268. package/src/components/data-table/view.test.tsx +254 -0
  269. package/src/components/data-table/view.tsx +306 -0
  270. package/src/components/feed-data-table/stack-view.test.tsx +148 -0
  271. package/src/components/feed-data-table/stack-view.tsx +359 -0
  272. package/src/components/index.ts +14 -14
  273. package/src/components/input-search-bar.tsx +94 -0
  274. package/src/components/layout/detached-pane-shell.tsx +22 -16
  275. package/src/components/layout/floating-pane.tsx +19 -24
  276. package/src/components/layout/header.tsx +9 -21
  277. package/src/components/layout/pane/content.test.tsx +64 -0
  278. package/src/components/layout/pane/content.tsx +44 -0
  279. package/src/components/layout/pane/cycle-order.test.ts +30 -0
  280. package/src/components/layout/pane/cycle-order.ts +32 -0
  281. package/src/components/layout/pane/footer/index.test.tsx +131 -0
  282. package/src/components/layout/pane/footer/index.tsx +246 -0
  283. package/src/components/layout/pane/footer/model.ts +99 -0
  284. package/src/components/layout/pane/footer/registration.tsx +114 -0
  285. package/src/components/layout/pane/frame.tsx +55 -0
  286. package/src/components/layout/pane/header.test.tsx +39 -0
  287. package/src/components/layout/pane/header.tsx +252 -0
  288. package/src/components/layout/pane/index.tsx +105 -0
  289. package/src/components/layout/pane/keyboard-scroll.test.tsx +146 -0
  290. package/src/components/layout/pane/sizing.ts +66 -0
  291. package/src/components/layout/pane/title.ts +38 -0
  292. package/src/components/layout/shell/action-menu-overlay.tsx +72 -0
  293. package/src/components/layout/shell/active-drag.ts +221 -0
  294. package/src/components/layout/shell/chrome.ts +8 -0
  295. package/src/components/layout/shell/drag/index.ts +432 -0
  296. package/src/components/layout/shell/drag/overlays.tsx +78 -0
  297. package/src/components/layout/shell/drag/runtime.ts +264 -0
  298. package/src/components/layout/shell/index.test.tsx +788 -0
  299. package/src/components/layout/shell/index.tsx +451 -0
  300. package/src/components/layout/shell/layout-state.ts +97 -0
  301. package/src/components/layout/shell/menu.ts +152 -0
  302. package/src/components/layout/shell/native/pointer-runtime.ts +184 -0
  303. package/src/components/layout/shell/native/surfaces.ts +127 -0
  304. package/src/components/layout/shell/native/window-state.ts +208 -0
  305. package/src/components/layout/shell/pane/actions.ts +129 -0
  306. package/src/components/layout/shell/pane/layers.tsx +234 -0
  307. package/src/components/layout/shell/pane/management-shortcuts.ts +114 -0
  308. package/src/components/layout/shell/shortcuts.ts +47 -0
  309. package/src/components/layout/shell/terminal-pointer-runtime.ts +326 -0
  310. package/src/components/layout/shell/window-mode/index.ts +253 -0
  311. package/src/components/layout/shell/window-mode/overlays.tsx +208 -0
  312. package/src/components/layout/status-bar.test.tsx +1 -101
  313. package/src/components/layout/status-bar.tsx +1 -1
  314. package/src/components/layout/window-edit/mode.test.ts +55 -0
  315. package/src/components/layout/window-edit/mode.ts +422 -0
  316. package/src/components/layout/window-edit/presentation.ts +123 -0
  317. package/src/components/layout/window-edit/status.tsx +101 -0
  318. package/src/components/markdown-text.tsx +3 -3
  319. package/src/components/onboarding/onboarding-steps.tsx +248 -0
  320. package/src/components/onboarding/onboarding-wizard.tsx +97 -1035
  321. package/src/components/onboarding/portfolio-step/broker-fields-panel.tsx +144 -0
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  1258. package/src/state/app-context.tsx +0 -485
  1259. package/src/state/use-inline-tickers.test.tsx +0 -73
  1260. package/src/state/use-inline-tickers.ts +0 -188
  1261. package/src/state/use-quote-streaming.test.ts +0 -31
  1262. package/src/state/use-quote-streaming.test.tsx +0 -70
  1263. package/src/state/use-quote-streaming.ts +0 -92
  1264. package/src/state/use-session-snapshot.ts +0 -99
  1265. package/src/utils/api-client.test.ts +0 -603
  1266. package/src/utils/api-client.ts +0 -1379
  1267. package/src/utils/market-format.test.ts +0 -109
  1268. package/src/utils/market-format.ts +0 -299
  1269. package/src/utils/market-status.ts +0 -141
  1270. package/src/utils/quote-freshness.test.ts +0 -150
  1271. package/src/utils/quote-freshness.ts +0 -145
  1272. package/src/utils/quote-resolution.test.ts +0 -277
  1273. package/src/utils/quote-resolution.ts +0 -642
  1274. package/src/utils/quote-time.test.ts +0 -34
  1275. package/src/utils/quote-time.ts +0 -59
  1276. package/src/utils/ticker-list.test.ts +0 -16
  1277. package/src/utils/ticker-search.test.ts +0 -227
  1278. package/src/utils/ticker-search.ts +0 -926
  1279. package/src/utils/ticker-tokenizer.test.ts +0 -31
  1280. package/src/utils/ticker-tokenizer.ts +0 -37
  1281. /package/src/components/chart/native/{kitty-protocol.ts → kitty/protocol.ts} +0 -0
  1282. /package/src/components/ui/{multi-select.ts → multi-select/index.ts} +0 -0
  1283. /package/src/data/{sqlite-retry.ts → sqlite/retry.ts} +0 -0
  1284. /package/src/plugins/builtin/{news-wire → news/wire}/hash.ts +0 -0
  1285. /package/src/plugins/builtin/{news-wire → news/wire}/read-state.test.ts +0 -0
  1286. /package/src/plugins/builtin/{notes-files.ts → notes/files.ts} +0 -0
  1287. /package/src/renderers/electrobun/bun/{context-menu-click.ts → context-menu/click.ts} +0 -0
  1288. /package/src/renderers/electrobun/bun/{window-frame.ts → window/frame.ts} +0 -0
  1289. /package/src/renderers/electrobun/view/native-stubs/{chart-surface-manager.ts → chart/surface-manager.ts} +0 -0
  1290. /package/src/renderers/electrobun/view/native-stubs/{chart-surface-sync.ts → chart/surface-sync.ts} +0 -0
  1291. /package/src/{utils/ticker-list.ts → tickers/list.ts} +0 -0
  1292. /package/src/{utils/ticker-metadata.ts → tickers/metadata.ts} +0 -0
@@ -1,1535 +0,0 @@
1
- import { afterEach, describe, expect, test } from "bun:test";
2
- import { existsSync, rmSync } from "fs";
3
- import { tmpdir } from "os";
4
- import { join } from "path";
5
- import { act, useReducer } from "react";
6
- import { RGBA, TextAttributes } from "@opentui/core";
7
- import { testRender } from "../../renderers/opentui/test-utils";
8
- import { AppPersistence } from "../../data/app-persistence";
9
- import { TickerRepository } from "../../data/ticker-repository";
10
- import { AppContext, appReducer, createInitialState, PaneInstanceProvider, type AppAction } from "../../state/app-context";
11
- import { AssetDataRouter } from "../../sources/provider-router";
12
- import { cloneLayout, createDefaultConfig, type AppConfig, type BrokerInstanceConfig } from "../../types/config";
13
- import type { DataProvider } from "../../types/data-provider";
14
- import type { Quote } from "../../types/financials";
15
- import type { TickerRecord } from "../../types/ticker";
16
- import { MarketDataCoordinator, setSharedMarketDataCoordinator } from "../../market-data/coordinator";
17
- import { instrumentFromTicker } from "../../market-data/request-types";
18
- import { createTestPluginRuntime } from "../../test-support/plugin-runtime";
19
- import { PluginRenderProvider, type PluginRuntimeAccess } from "../plugin-runtime";
20
- import { PluginRegistry, setSharedMarketDataForTests, setSharedRegistryForTests } from "../registry";
21
- import type { BrokerAdapter } from "../../types/broker";
22
- import { colors } from "../../theme/colors";
23
- import { portfolioListPlugin } from "./portfolio-list";
24
-
25
- const TEST_PANE_ID = "portfolio-list:test";
26
-
27
- let testSetup: Awaited<ReturnType<typeof testRender>> | undefined;
28
- let harnessDispatch: React.Dispatch<AppAction> | null = null;
29
- let sharedCoordinator: MarketDataCoordinator | null = null;
30
- let harnessState: ReturnType<typeof createInitialState> | null = null;
31
- const tempPaths: string[] = [];
32
- const tempPersistences: AppPersistence[] = [];
33
-
34
- const PortfolioPane = portfolioListPlugin.panes![0]!.component as (props: {
35
- paneId: string;
36
- paneType: string;
37
- focused: boolean;
38
- width: number;
39
- height: number;
40
- }) => JSX.Element;
41
-
42
- function createBrokerInstance(connectionMode: "gateway" | "flex", id = `ibkr-${connectionMode}`): BrokerInstanceConfig {
43
- return {
44
- id,
45
- brokerType: "ibkr",
46
- label: connectionMode === "gateway" ? "Gateway" : "Flex",
47
- connectionMode,
48
- config: connectionMode === "gateway"
49
- ? { connectionMode, gateway: { host: "127.0.0.1", port: 4002, clientId: 1 } }
50
- : { connectionMode, flex: { token: "token", queryId: "query" } },
51
- enabled: true,
52
- };
53
- }
54
-
55
- function createTempDbPath(name: string): string {
56
- const path = join(tmpdir(), `gloomberb-portfolio-list-${name}-${Date.now()}-${Math.random().toString(36).slice(2)}.db`);
57
- tempPaths.push(path);
58
- return path;
59
- }
60
-
61
- function makeTicker(overrides: Partial<TickerRecord["metadata"]> = {}): TickerRecord {
62
- return {
63
- metadata: {
64
- ticker: "AAPL",
65
- exchange: "NASDAQ",
66
- currency: "USD",
67
- name: "Apple",
68
- portfolios: ["broker:ibkr-flex:DU12345", "broker:ibkr-live:DU12345"],
69
- watchlists: [],
70
- positions: [
71
- {
72
- portfolio: "broker:ibkr-flex:DU12345",
73
- shares: 10,
74
- avgCost: 100,
75
- currency: "USD",
76
- broker: "ibkr",
77
- brokerInstanceId: "ibkr-flex",
78
- brokerAccountId: "DU12345",
79
- },
80
- {
81
- portfolio: "broker:ibkr-live:DU12345",
82
- shares: 10,
83
- avgCost: 100,
84
- currency: "USD",
85
- broker: "ibkr",
86
- brokerInstanceId: "ibkr-live",
87
- brokerAccountId: "DU12345",
88
- },
89
- ],
90
- custom: {},
91
- tags: [],
92
- ...overrides,
93
- },
94
- };
95
- }
96
-
97
- function makeQuote(overrides: Partial<Quote> = {}): Quote {
98
- return {
99
- symbol: "AAPL",
100
- price: 125,
101
- bid: 124.95,
102
- ask: 125.05,
103
- bidSize: 100,
104
- askSize: 200,
105
- currency: "USD",
106
- change: 5,
107
- changePercent: 4.17,
108
- previousClose: 120,
109
- name: "Apple",
110
- lastUpdated: Date.now(),
111
- marketState: "REGULAR",
112
- ...overrides,
113
- };
114
- }
115
-
116
- function createPortfolioConfig(portfolioId: string, brokerInstances: BrokerInstanceConfig[] = []): AppConfig {
117
- const config = createDefaultConfig("/tmp/gloomberb-portfolio-list");
118
- const layout = {
119
- dockRoot: { kind: "pane" as const, instanceId: TEST_PANE_ID },
120
- instances: [{
121
- instanceId: TEST_PANE_ID,
122
- paneId: "portfolio-list",
123
- binding: { kind: "none" as const },
124
- params: { collectionId: portfolioId },
125
- }],
126
- floating: [],
127
- };
128
-
129
- return {
130
- ...config,
131
- brokerInstances,
132
- portfolios: [
133
- ...config.portfolios,
134
- {
135
- id: portfolioId,
136
- name: portfolioId.includes("flex") ? "Flex DU12345" : "Live DU12345",
137
- currency: "USD",
138
- brokerId: "ibkr",
139
- brokerInstanceId: portfolioId.includes("flex") ? "ibkr-flex" : "ibkr-live",
140
- brokerAccountId: "DU12345",
141
- },
142
- ],
143
- layout,
144
- layouts: [{ name: "Default", layout: cloneLayout(layout) }],
145
- };
146
- }
147
-
148
- function createPortfolioConfigWithColumns(
149
- portfolioId: string,
150
- columnIds: string[],
151
- brokerInstances: BrokerInstanceConfig[] = [],
152
- ): AppConfig {
153
- const config = createPortfolioConfig(portfolioId, brokerInstances);
154
- const instance = config.layout.instances.find((entry) => entry.instanceId === TEST_PANE_ID);
155
- if (instance) {
156
- instance.settings = {
157
- ...(instance.settings ?? {}),
158
- columnIds,
159
- };
160
- }
161
- return config;
162
- }
163
-
164
- function createManualCollectionConfig(collectionId: string): AppConfig {
165
- const config = createDefaultConfig("/tmp/gloomberb-portfolio-list");
166
- const layout = {
167
- dockRoot: { kind: "pane" as const, instanceId: TEST_PANE_ID },
168
- instances: [{
169
- instanceId: TEST_PANE_ID,
170
- paneId: "portfolio-list",
171
- binding: { kind: "none" as const },
172
- params: { collectionId },
173
- }],
174
- floating: [],
175
- };
176
-
177
- return {
178
- ...config,
179
- layout,
180
- layouts: [{ name: "Default", layout: cloneLayout(layout) }],
181
- };
182
- }
183
-
184
- function installQuickAddRegistry(provider: DataProvider): PluginRegistry {
185
- const persistence = new AppPersistence(createTempDbPath("quick-add"));
186
- tempPersistences.push(persistence);
187
- const registry = new PluginRegistry(provider, new TickerRepository(persistence.tickers), persistence);
188
- registry.getConfigFn = () => harnessState?.config ?? createDefaultConfig("/tmp/gloomberb-portfolio-list");
189
- return registry;
190
- }
191
-
192
- function createQuickAddProvider(match = true): DataProvider {
193
- return {
194
- id: "quick-add-test",
195
- name: "Quick Add Test",
196
- async getTickerFinancials() {
197
- return {
198
- annualStatements: [],
199
- quarterlyStatements: [],
200
- priceHistory: [],
201
- quote: makeQuote({ symbol: "MSFT", price: 420, change: 5.2, changePercent: 1.25, name: "Microsoft" }),
202
- };
203
- },
204
- async getQuote(symbol) {
205
- if (match && symbol === "MSFT") {
206
- return makeQuote({ symbol: "MSFT", price: 420, change: 5.2, changePercent: 1.25, name: "Microsoft" });
207
- }
208
- throw new Error(`No quote for ${symbol}`);
209
- },
210
- async getExchangeRate() {
211
- return 1;
212
- },
213
- async search(query) {
214
- if (!match || query !== "MSFT") return [];
215
- return [{
216
- symbol: "MSFT",
217
- name: "Microsoft",
218
- exchange: "NASDAQ",
219
- currency: "USD",
220
- type: "STK",
221
- }];
222
- },
223
- async getArticleSummary() {
224
- return null;
225
- },
226
- async getPriceHistory() {
227
- return [];
228
- },
229
- };
230
- }
231
-
232
- function createPortfolioState(
233
- config: AppConfig,
234
- collectionId: string,
235
- expanded = false,
236
- {
237
- ticker = makeTicker(),
238
- quote = makeQuote(),
239
- exchangeRates,
240
- }: {
241
- ticker?: TickerRecord;
242
- quote?: Quote;
243
- exchangeRates?: Map<string, number>;
244
- } = {},
245
- ) {
246
- const state = createInitialState(config);
247
- state.focusedPaneId = TEST_PANE_ID;
248
- state.paneState[TEST_PANE_ID] = {
249
- collectionId,
250
- cursorSymbol: "AAPL",
251
- cashDrawerExpanded: expanded,
252
- };
253
- state.tickers = new Map([["AAPL", ticker]]);
254
- state.financials = new Map([["AAPL", { annualStatements: [], quarterlyStatements: [], priceHistory: [], quote }]]);
255
- if (exchangeRates) {
256
- state.exchangeRates = exchangeRates;
257
- }
258
- return state;
259
- }
260
-
261
- function PortfolioHarness({
262
- config,
263
- collectionId,
264
- expanded = false,
265
- brokerAccounts = {},
266
- ticker,
267
- quote,
268
- exchangeRates,
269
- stateMutator,
270
- runtime = createTestPluginRuntime(),
271
- paneHeight = 24,
272
- }: {
273
- config: AppConfig;
274
- collectionId: string;
275
- expanded?: boolean;
276
- brokerAccounts?: ReturnType<typeof createInitialState>["brokerAccounts"];
277
- ticker?: TickerRecord;
278
- quote?: Quote;
279
- exchangeRates?: Map<string, number>;
280
- stateMutator?: (state: ReturnType<typeof createInitialState>) => void;
281
- runtime?: PluginRuntimeAccess;
282
- paneHeight?: number;
283
- }) {
284
- const initialState = createPortfolioState(config, collectionId, expanded, {
285
- ticker,
286
- quote,
287
- exchangeRates,
288
- });
289
- initialState.brokerAccounts = brokerAccounts;
290
- stateMutator?.(initialState);
291
- const [state, dispatch] = useReducer(appReducer, initialState);
292
- harnessDispatch = dispatch;
293
- harnessState = state;
294
-
295
- return (
296
- <AppContext value={{ state, dispatch }}>
297
- <PaneInstanceProvider paneId={TEST_PANE_ID}>
298
- <PluginRenderProvider pluginId="portfolio-list" runtime={runtime}>
299
- <PortfolioPane
300
- paneId={TEST_PANE_ID}
301
- paneType="portfolio-list"
302
- focused
303
- width={100}
304
- height={paneHeight}
305
- />
306
- </PluginRenderProvider>
307
- </PaneInstanceProvider>
308
- </AppContext>
309
- );
310
- }
311
-
312
- async function flushFrame() {
313
- await act(async () => {
314
- await Promise.resolve();
315
- await testSetup!.renderOnce();
316
- await Promise.resolve();
317
- await testSetup!.renderOnce();
318
- });
319
- }
320
-
321
- function lineText(line: { spans: Array<{ text: string }> }) {
322
- return line.spans.map((span) => span.text).join("");
323
- }
324
-
325
- afterEach(async () => {
326
- if (testSetup) {
327
- testSetup.renderer.destroy();
328
- testSetup = undefined;
329
- }
330
- harnessDispatch = null;
331
- sharedCoordinator = null;
332
- setSharedMarketDataCoordinator(null);
333
- setSharedMarketDataForTests(undefined);
334
- setSharedRegistryForTests(undefined);
335
- harnessState = null;
336
- for (const persistence of tempPersistences.splice(0)) {
337
- persistence.close();
338
- }
339
- for (const path of tempPaths.splice(0)) {
340
- if (existsSync(path)) rmSync(path, { force: true });
341
- }
342
- });
343
-
344
- describe("PortfolioListPane cash and margin UI", () => {
345
- test("opens the selected ticker on a second row click", async () => {
346
- const portfolioId = "broker:ibkr-flex:DU12345";
347
- const config = createPortfolioConfig(portfolioId, [createBrokerInstance("flex")]);
348
- const pinned: Array<{ symbol: string; options: { floating?: boolean; paneType?: string } | undefined }> = [];
349
- const runtime = createTestPluginRuntime({
350
- navigateTicker: () => {
351
- throw new Error("portfolio rows should open fixed floating panes directly");
352
- },
353
- pinTicker: (symbol, options) => {
354
- pinned.push({ symbol, options });
355
- },
356
- });
357
-
358
- testSetup = await testRender(
359
- <PortfolioHarness config={config} collectionId={portfolioId} runtime={runtime} />,
360
- { width: 100, height: 24 },
361
- );
362
-
363
- await flushFrame();
364
- const rowY = testSetup.captureCharFrame().split("\n").findIndex((line) => line.includes("AAPL"));
365
- expect(rowY).toBeGreaterThanOrEqual(0);
366
-
367
- await act(async () => {
368
- await testSetup!.mockMouse.click(2, rowY);
369
- await testSetup!.renderOnce();
370
- });
371
- expect(pinned).toEqual([]);
372
-
373
- await act(async () => {
374
- await testSetup!.mockMouse.click(2, rowY);
375
- await testSetup!.renderOnce();
376
- });
377
- expect(pinned).toEqual([{ symbol: "AAPL", options: { floating: true, paneType: "ticker-detail" } }]);
378
- });
379
-
380
- test("quick-add validates and adds an exact watchlist ticker", async () => {
381
- const config = createManualCollectionConfig("watchlist");
382
- const notifications: Array<{ type?: string; body: string }> = [];
383
- installQuickAddRegistry(createQuickAddProvider(true));
384
-
385
- testSetup = await testRender(
386
- <PortfolioHarness
387
- config={config}
388
- collectionId="watchlist"
389
- ticker={makeTicker({ portfolios: [], watchlists: [], positions: [] })}
390
- runtime={createTestPluginRuntime({
391
- notify: (notification) => notifications.push(notification),
392
- })}
393
- paneHeight={12}
394
- />,
395
- { width: 100, height: 12 },
396
- );
397
-
398
- await flushFrame();
399
- await act(async () => {
400
- testSetup!.mockInput.pressKey("a");
401
- await testSetup!.renderOnce();
402
- });
403
- await act(async () => {
404
- await testSetup!.mockInput.typeText("MSFT");
405
- await testSetup!.renderOnce();
406
- });
407
- await act(async () => {
408
- await new Promise((resolve) => setTimeout(resolve, 360));
409
- });
410
- await flushFrame();
411
-
412
- const previewFrame = testSetup.captureCharFrame();
413
- expect(previewFrame).toContain("420");
414
- expect(previewFrame).not.toMatch(/MSFT\s+420/);
415
- expect(previewFrame).toContain("+1.25%");
416
-
417
- await act(async () => {
418
- testSetup!.mockInput.pressEnter();
419
- await Promise.resolve();
420
- await testSetup!.renderOnce();
421
- });
422
- await flushFrame();
423
-
424
- expect(harnessState?.tickers.get("MSFT")?.metadata.watchlists).toEqual(["watchlist"]);
425
- expect(notifications.at(-1)).toMatchObject({
426
- type: "success",
427
- body: "Added MSFT to Watchlist.",
428
- });
429
- });
430
-
431
- test("quick-add adds an exact ticker to a manual portfolio", async () => {
432
- const config = createManualCollectionConfig("main");
433
- const notifications: Array<{ type?: string; body: string }> = [];
434
- installQuickAddRegistry(createQuickAddProvider(true));
435
-
436
- testSetup = await testRender(
437
- <PortfolioHarness
438
- config={config}
439
- collectionId="main"
440
- ticker={makeTicker({ portfolios: [], watchlists: [], positions: [] })}
441
- runtime={createTestPluginRuntime({
442
- notify: (notification) => notifications.push(notification),
443
- })}
444
- paneHeight={12}
445
- />,
446
- { width: 100, height: 12 },
447
- );
448
-
449
- await flushFrame();
450
- await act(async () => {
451
- testSetup!.mockInput.pressKey("n");
452
- await testSetup!.renderOnce();
453
- });
454
- await act(async () => {
455
- await testSetup!.mockInput.typeText("MSFT");
456
- await testSetup!.renderOnce();
457
- });
458
- await act(async () => {
459
- await new Promise((resolve) => setTimeout(resolve, 360));
460
- });
461
- await flushFrame();
462
-
463
- await act(async () => {
464
- testSetup!.mockInput.pressEnter();
465
- await Promise.resolve();
466
- await testSetup!.renderOnce();
467
- });
468
- await flushFrame();
469
-
470
- expect(harnessState?.tickers.get("MSFT")?.metadata.portfolios).toEqual(["main"]);
471
- expect(notifications.at(-1)).toMatchObject({
472
- type: "success",
473
- body: "Added MSFT to Main Portfolio.",
474
- });
475
- });
476
-
477
- test("quick-add rejects unresolved ticker input", async () => {
478
- const config = createManualCollectionConfig("watchlist");
479
- const notifications: Array<{ type?: string; body: string }> = [];
480
- installQuickAddRegistry(createQuickAddProvider(false));
481
-
482
- testSetup = await testRender(
483
- <PortfolioHarness
484
- config={config}
485
- collectionId="watchlist"
486
- ticker={makeTicker({ portfolios: [], watchlists: [], positions: [] })}
487
- runtime={createTestPluginRuntime({
488
- notify: (notification) => notifications.push(notification),
489
- })}
490
- paneHeight={12}
491
- />,
492
- { width: 100, height: 12 },
493
- );
494
-
495
- await flushFrame();
496
- await act(async () => {
497
- testSetup!.mockInput.pressKey("n");
498
- await testSetup!.renderOnce();
499
- });
500
- await act(async () => {
501
- await testSetup!.mockInput.typeText("NOPE");
502
- await testSetup!.renderOnce();
503
- });
504
- await act(async () => {
505
- await new Promise((resolve) => setTimeout(resolve, 360));
506
- });
507
- await flushFrame();
508
-
509
- expect(testSetup.captureCharFrame()).toContain("No exact ticker match");
510
-
511
- await act(async () => {
512
- testSetup!.mockInput.pressEnter();
513
- await Promise.resolve();
514
- await testSetup!.renderOnce();
515
- });
516
- await flushFrame();
517
-
518
- expect(harnessState?.tickers.has("NOPE")).toBe(false);
519
- expect(notifications.at(-1)).toMatchObject({
520
- type: "error",
521
- body: "No exact ticker match",
522
- });
523
- });
524
-
525
- test("keeps non-broker portfolios unchanged", async () => {
526
- const config = createDefaultConfig("/tmp/gloomberb-portfolio-list");
527
- const layout = {
528
- columns: [{ width: "100%" }],
529
- instances: [{
530
- instanceId: TEST_PANE_ID,
531
- paneId: "portfolio-list",
532
- binding: { kind: "none" as const },
533
- params: { collectionId: "main" },
534
- }],
535
- docked: [{ instanceId: TEST_PANE_ID, columnIndex: 0 }],
536
- floating: [],
537
- };
538
- const nextConfig = { ...config, layout, layouts: [{ name: "Default", layout: cloneLayout(layout) }] };
539
-
540
- testSetup = await testRender(
541
- <PortfolioHarness config={nextConfig} collectionId="main" />,
542
- { width: 100, height: 24 },
543
- );
544
-
545
- await flushFrame();
546
-
547
- const frame = testSetup.captureCharFrame();
548
- expect(frame).not.toContain("Cash & Margin");
549
- });
550
-
551
- test("renders one-month sparkline column when price history is loaded", async () => {
552
- const config = createPortfolioConfigWithColumns(
553
- "broker:ibkr-flex:DU12345",
554
- ["ticker", "price", "sparkline"],
555
- [createBrokerInstance("flex")],
556
- );
557
-
558
- testSetup = await testRender(
559
- <PortfolioHarness
560
- config={config}
561
- collectionId="broker:ibkr-flex:DU12345"
562
- stateMutator={(state) => {
563
- state.financials = new Map([[
564
- "AAPL",
565
- {
566
- annualStatements: [],
567
- quarterlyStatements: [],
568
- quote: makeQuote(),
569
- priceHistory: [118, 121, 119, 124, 127, 126, 130].map((close, index) => ({
570
- date: `2026-03-${20 + index}T00:00:00Z` as unknown as Date,
571
- close,
572
- })),
573
- },
574
- ]]);
575
- }}
576
- />,
577
- { width: 100, height: 12 },
578
- );
579
-
580
- await flushFrame();
581
-
582
- const frame = testSetup.captureCharFrame();
583
- expect(frame).toContain("1M");
584
- const row = frame.split("\n").find((line) => line.includes("AAPL")) ?? "";
585
- expect(row).toMatch(/[\u2800-\u28ff]/);
586
- });
587
-
588
- test("keeps native price and avg cost while converting market value and pnl to base currency", async () => {
589
- const portfolioId = "broker:ibkr-flex:DU12345";
590
- const config = createPortfolioConfigWithColumns(
591
- portfolioId,
592
- ["ticker", "price", "change_pct", "shares", "avg_cost", "cost_basis", "mkt_value", "pnl"],
593
- [createBrokerInstance("flex")],
594
- );
595
-
596
- testSetup = await testRender(
597
- <PortfolioHarness
598
- config={config}
599
- collectionId={portfolioId}
600
- ticker={makeTicker({
601
- currency: "EUR",
602
- positions: [
603
- {
604
- portfolio: "broker:ibkr-flex:DU12345",
605
- shares: 10,
606
- avgCost: 100,
607
- currency: "EUR",
608
- broker: "ibkr",
609
- brokerInstanceId: "ibkr-flex",
610
- brokerAccountId: "DU12345",
611
- },
612
- ],
613
- })}
614
- quote={makeQuote({
615
- price: 125,
616
- currency: "EUR",
617
- change: 5,
618
- changePercent: 4.17,
619
- })}
620
- exchangeRates={new Map([["USD", 1], ["EUR", 1.1]])}
621
- />,
622
- { width: 100, height: 24 },
623
- );
624
-
625
- await flushFrame();
626
-
627
- const frame = testSetup.captureCharFrame();
628
- expect(frame).toMatch(/AAPL\s+125\s+\+4\.17%/);
629
- expect(frame).toContain("100");
630
- expect(frame).toContain("1.4k");
631
- expect(frame).toContain("+275");
632
- expect(frame).not.toContain("€100.00");
633
- expect(frame).not.toContain("$137.50");
634
- });
635
-
636
- test("shows broker market value and pnl before snapshot warmup", async () => {
637
- const portfolioId = "broker:ibkr-flex:DU12345";
638
- const config = createPortfolioConfigWithColumns(
639
- portfolioId,
640
- ["ticker", "price", "mkt_value", "pnl", "pnl_pct"],
641
- [createBrokerInstance("flex")],
642
- );
643
-
644
- testSetup = await testRender(
645
- <PortfolioHarness
646
- config={config}
647
- collectionId={portfolioId}
648
- stateMutator={(state) => {
649
- state.tickers = new Map([["AAPL", makeTicker({
650
- portfolios: [portfolioId],
651
- positions: [{
652
- portfolio: portfolioId,
653
- shares: 10,
654
- avgCost: 100,
655
- currency: "USD",
656
- broker: "ibkr",
657
- brokerInstanceId: "ibkr-flex",
658
- brokerAccountId: "DU12345",
659
- markPrice: 125,
660
- marketValue: 1250,
661
- unrealizedPnl: 250,
662
- }],
663
- })]]);
664
- state.financials = new Map();
665
- state.paneState[TEST_PANE_ID] = {
666
- collectionId: portfolioId,
667
- cursorSymbol: "AAPL",
668
- cashDrawerExpanded: false,
669
- };
670
- }}
671
- />,
672
- { width: 100, height: 12 },
673
- );
674
-
675
- await flushFrame();
676
-
677
- const frame = testSetup.captureCharFrame();
678
- expect(frame).toContain("1.3k");
679
- expect(frame).toContain("125");
680
- expect(frame).toContain("+250");
681
- expect(frame).toContain("25.00%");
682
- });
683
-
684
- test("keeps option avg cost on premium scale and multiplies quoted value by contract size", async () => {
685
- const portfolioId = "broker:ibkr-flex:DU12345";
686
- const optionTicker = "SPY 260619C00500000";
687
- const config = createPortfolioConfigWithColumns(
688
- portfolioId,
689
- ["ticker", "price", "avg_cost", "cost_basis", "mkt_value", "pnl"],
690
- [createBrokerInstance("flex")],
691
- );
692
-
693
- testSetup = await testRender(
694
- <PortfolioHarness
695
- config={config}
696
- collectionId={portfolioId}
697
- stateMutator={(state) => {
698
- state.tickers = new Map([[
699
- optionTicker,
700
- makeTicker({
701
- ticker: optionTicker,
702
- name: "SPY Jun19'26 500 Call",
703
- assetCategory: "OPT",
704
- portfolios: [portfolioId],
705
- positions: [{
706
- portfolio: portfolioId,
707
- shares: 2,
708
- avgCost: 4.25,
709
- currency: "USD",
710
- broker: "ibkr",
711
- brokerInstanceId: "ibkr-flex",
712
- brokerAccountId: "DU12345",
713
- multiplier: 100,
714
- }],
715
- }),
716
- ]]);
717
- state.financials = new Map([[
718
- optionTicker,
719
- {
720
- annualStatements: [],
721
- quarterlyStatements: [],
722
- priceHistory: [],
723
- quote: makeQuote({
724
- symbol: optionTicker,
725
- price: 5,
726
- change: 0.5,
727
- changePercent: 11.11,
728
- previousClose: 4.5,
729
- name: "SPY Jun19'26 500 Call",
730
- }),
731
- },
732
- ]]);
733
- state.paneState[TEST_PANE_ID] = {
734
- collectionId: portfolioId,
735
- cursorSymbol: optionTicker,
736
- cashDrawerExpanded: false,
737
- };
738
- }}
739
- />,
740
- { width: 100, height: 12 },
741
- );
742
-
743
- await flushFrame();
744
-
745
- const frame = testSetup.captureCharFrame();
746
- expect(frame).toContain("4.25");
747
- expect(frame).toContain("5");
748
- expect(frame).toContain("850");
749
- expect(frame).toContain("1k");
750
- expect(frame).toContain("+150");
751
- expect(frame).not.toContain("$4.25");
752
- });
753
-
754
- test("shows flex cash summary and hides unavailable margin metrics", async () => {
755
- const config = createPortfolioConfig("broker:ibkr-flex:DU12345", [createBrokerInstance("flex")]);
756
- testSetup = await testRender(
757
- <PortfolioHarness
758
- config={config}
759
- collectionId="broker:ibkr-flex:DU12345"
760
- expanded
761
- brokerAccounts={{
762
- "ibkr-flex": [{
763
- accountId: "DU12345",
764
- name: "DU12345",
765
- currency: "USD",
766
- source: "flex",
767
- updatedAt: new Date(2026, 2, 27).getTime(),
768
- totalCashValue: -50000,
769
- settledCash: -45000,
770
- netLiquidation: 125000,
771
- cashBalances: [
772
- { currency: "USD", quantity: -50000, baseValue: -50000, baseCurrency: "USD" },
773
- { currency: "EUR", quantity: -351957.025, baseValue: -381000, baseCurrency: "USD" },
774
- { currency: "JPY", quantity: 0, baseValue: 0, baseCurrency: "USD" },
775
- ],
776
- }],
777
- }}
778
- />,
779
- { width: 100, height: 24 },
780
- );
781
-
782
- await flushFrame();
783
-
784
- const frame = testSetup.captureCharFrame();
785
- expect(frame).toContain("Cash");
786
- expect(frame).toContain("Cash & Margin");
787
- expect(frame).toContain("Net Liq");
788
- expect(frame).toContain("Flex Mar 27");
789
- expect(frame).toContain("-351,957.025");
790
- expect(frame).not.toContain("Avail");
791
- expect(frame).not.toContain("JPY");
792
- });
793
-
794
- test("shows a live gateway badge in the header and drawer preview", async () => {
795
- const config = createPortfolioConfig("broker:ibkr-live:DU12345", [createBrokerInstance("gateway", "ibkr-live")]);
796
- const liveAccount = {
797
- accountId: "DU12345",
798
- name: "DU12345",
799
- currency: "USD",
800
- source: "gateway" as const,
801
- updatedAt: Date.now(),
802
- totalCashValue: -75000,
803
- settledCash: -70000,
804
- availableFunds: 15000,
805
- excessLiquidity: 12000,
806
- buyingPower: 30000,
807
- netLiquidation: 200000,
808
- cashBalances: [
809
- { currency: "USD", quantity: -75000, baseValue: -75000, baseCurrency: "USD" },
810
- { currency: "EUR", quantity: -10000, baseValue: undefined, baseCurrency: "USD" },
811
- ],
812
- };
813
- const liveBroker: BrokerAdapter = {
814
- id: "ibkr",
815
- name: "Interactive Brokers",
816
- configSchema: [],
817
- validate: async () => true,
818
- importPositions: async () => [],
819
- getStatus: () => ({ state: "connected", updatedAt: Date.now(), mode: "gateway" }),
820
- subscribeStatus: (_instance, listener) => {
821
- listener();
822
- return () => {};
823
- },
824
- listAccounts: async () => [liveAccount],
825
- };
826
- const runtime = createTestPluginRuntime({
827
- getBrokerAdapter: (brokerType) => brokerType === "ibkr" ? liveBroker : null,
828
- });
829
-
830
- testSetup = await testRender(
831
- <PortfolioHarness
832
- config={config}
833
- collectionId="broker:ibkr-live:DU12345"
834
- runtime={runtime}
835
- brokerAccounts={{
836
- "ibkr-live": [{
837
- accountId: "DU12345",
838
- name: "DU12345",
839
- currency: "USD",
840
- source: "gateway",
841
- updatedAt: Date.now(),
842
- totalCashValue: -70000,
843
- }],
844
- }}
845
- />,
846
- { width: 100, height: 24 },
847
- );
848
-
849
- await flushFrame();
850
- expect(testSetup.captureCharFrame()).toContain("Live");
851
- expect(testSetup.captureCharFrame()).toContain("▸ Cash & Margin");
852
- });
853
-
854
- test("toggles the cash and margin drawer when the header is clicked", async () => {
855
- const config = createPortfolioConfig("broker:ibkr-flex:DU12345", [createBrokerInstance("flex")]);
856
-
857
- testSetup = await testRender(
858
- <PortfolioHarness
859
- config={config}
860
- collectionId="broker:ibkr-flex:DU12345"
861
- brokerAccounts={{
862
- "ibkr-flex": [{
863
- accountId: "DU12345",
864
- name: "DU12345",
865
- currency: "USD",
866
- source: "flex",
867
- updatedAt: new Date(2026, 2, 27).getTime(),
868
- totalCashValue: -50000,
869
- settledCash: -45000,
870
- netLiquidation: 125000,
871
- cashBalances: [
872
- { currency: "USD", quantity: -50000, baseValue: -50000, baseCurrency: "USD" },
873
- ],
874
- }],
875
- }}
876
- />,
877
- { width: 100, height: 24 },
878
- );
879
-
880
- await flushFrame();
881
-
882
- const pressDrawerHeader = async () => {
883
- const lines = testSetup!.captureCharFrame().split("\n");
884
- const row = lines.findIndex((line) => line.includes("Cash & Margin"));
885
- const col = lines[row]?.indexOf("Cash & Margin") ?? -1;
886
-
887
- expect(row).toBeGreaterThanOrEqual(0);
888
- expect(col).toBeGreaterThanOrEqual(0);
889
-
890
- await act(async () => {
891
- await testSetup!.mockMouse.pressDown(col + 1, row);
892
- await testSetup!.renderOnce();
893
- await testSetup!.renderOnce();
894
- });
895
-
896
- return { row, col };
897
- };
898
-
899
- const { row, col } = await pressDrawerHeader();
900
- expect(harnessState?.paneState[TEST_PANE_ID]).toMatchObject({
901
- collectionId: "broker:ibkr-flex:DU12345",
902
- cursorSymbol: "AAPL",
903
- cashDrawerExpanded: true,
904
- });
905
-
906
- await act(async () => {
907
- await testSetup!.mockMouse.release(col + 1, row);
908
- await testSetup!.renderOnce();
909
- await testSetup!.renderOnce();
910
- });
911
- expect(harnessState?.paneState[TEST_PANE_ID]?.cashDrawerExpanded).toBe(true);
912
- });
913
-
914
- test("renders the table directly below tabs when the footer owns the summary", async () => {
915
- const config = {
916
- ...createPortfolioConfig("broker:ibkr-flex:DU12345", [createBrokerInstance("flex")]),
917
- watchlists: [
918
- { id: "watchlist-1", name: "International Compounders" },
919
- { id: "watchlist-2", name: "Interactive Brokers Paper" },
920
- ],
921
- };
922
-
923
- testSetup = await testRender(
924
- <PortfolioHarness
925
- config={config}
926
- collectionId="broker:ibkr-flex:DU12345"
927
- brokerAccounts={{
928
- "ibkr-flex": [{
929
- accountId: "DU12345",
930
- name: "DU12345",
931
- currency: "USD",
932
- source: "flex",
933
- updatedAt: new Date(2026, 2, 27).getTime(),
934
- totalCashValue: -50000,
935
- settledCash: -45000,
936
- netLiquidation: 125000,
937
- cashBalances: [
938
- { currency: "USD", quantity: -50000, baseValue: -50000, baseCurrency: "USD" },
939
- ],
940
- }],
941
- }}
942
- />,
943
- { width: 100, height: 24 },
944
- );
945
-
946
- await flushFrame();
947
-
948
- const lines = testSetup.captureCharFrame().split("\n");
949
- const tabsRow = lines.findIndex((line) => line.includes("Main Portfolio"));
950
- const tableHeaderRow = lines.findIndex((line) => line.includes("TICKER"));
951
-
952
- expect(tabsRow).toBeGreaterThanOrEqual(0);
953
- expect(tableHeaderRow).toBe(tabsRow + 1);
954
- });
955
-
956
- test("hides collection tabs when there is only one visible collection", async () => {
957
- const config = createPortfolioConfig("main");
958
- config.portfolios = [{ id: "main", name: "Main Portfolio", currency: "USD" }];
959
- config.watchlists = [];
960
-
961
- testSetup = await testRender(
962
- <PortfolioHarness
963
- config={config}
964
- collectionId="main"
965
- ticker={makeTicker({ portfolios: ["main"], positions: [] })}
966
- />,
967
- { width: 100, height: 12 },
968
- );
969
-
970
- await flushFrame();
971
-
972
- const lines = testSetup.captureCharFrame().split("\n");
973
- const tabsRow = lines.findIndex((line) => line.includes("Main Portfolio"));
974
- const tableHeaderRow = lines.findIndex((line) => line.includes("TICKER"));
975
-
976
- expect(tabsRow).toBe(-1);
977
- expect(tableHeaderRow).toBe(0);
978
- });
979
-
980
- test("renders bid ask and spread when those columns are enabled", async () => {
981
- const config = createPortfolioConfigWithColumns(
982
- "broker:ibkr-flex:DU12345",
983
- ["ticker", "bid", "ask", "spread", "latency"],
984
- [createBrokerInstance("flex")],
985
- );
986
-
987
- testSetup = await testRender(
988
- <PortfolioHarness config={config} collectionId="broker:ibkr-flex:DU12345" />,
989
- { width: 100, height: 12 },
990
- );
991
-
992
- await flushFrame();
993
-
994
- const frame = testSetup.captureCharFrame();
995
- expect(frame).toContain("BID");
996
- expect(frame).toContain("ASK");
997
- expect(frame).toContain("SPREAD");
998
- expect(frame).toContain("124.95");
999
- expect(frame).toContain("125.05");
1000
- expect(frame).toContain("0.1");
1001
- });
1002
-
1003
- test("warms full financials for visible rows when only quote data is loaded", async () => {
1004
- const config = createPortfolioConfigWithColumns(
1005
- "broker:ibkr-flex:DU12345",
1006
- ["ticker", "market_cap", "pe", "forward_pe"],
1007
- [createBrokerInstance("flex")],
1008
- );
1009
- const seededTicker = makeTicker();
1010
- const seededQuote = makeQuote();
1011
- let calls = 0;
1012
- let resolveFinancials!: (value: {
1013
- annualStatements: [];
1014
- quarterlyStatements: [];
1015
- priceHistory: Array<{ date: Date; close: number }>;
1016
- quote: Quote;
1017
- fundamentals: { trailingPE: number; forwardPE: number };
1018
- }) => void;
1019
- const financialsPromise = new Promise<{
1020
- annualStatements: [];
1021
- quarterlyStatements: [];
1022
- priceHistory: Array<{ date: Date; close: number }>;
1023
- quote: Quote;
1024
- fundamentals: { trailingPE: number; forwardPE: number };
1025
- }>((resolve) => {
1026
- resolveFinancials = resolve;
1027
- });
1028
- const provider: DataProvider = {
1029
- id: "test-provider",
1030
- name: "Test Provider",
1031
- async getTickerFinancials(symbol) {
1032
- calls += 1;
1033
- return financialsPromise;
1034
- },
1035
- async getQuote() {
1036
- return makeQuote();
1037
- },
1038
- async getExchangeRate() {
1039
- return 1;
1040
- },
1041
- async search() {
1042
- return [];
1043
- },
1044
- async getArticleSummary() {
1045
- return null;
1046
- },
1047
- async getPriceHistory() {
1048
- return [];
1049
- },
1050
- subscribeQuotes() {
1051
- return () => {};
1052
- },
1053
- };
1054
- sharedCoordinator = new MarketDataCoordinator(provider);
1055
- const instrument = instrumentFromTicker(seededTicker, seededTicker.metadata.ticker);
1056
- if (!instrument) throw new Error("expected ticker instrument");
1057
- sharedCoordinator.primeCachedFinancials([{
1058
- instrument,
1059
- financials: {
1060
- annualStatements: [],
1061
- quarterlyStatements: [],
1062
- priceHistory: [],
1063
- quote: seededQuote,
1064
- },
1065
- }]);
1066
- setSharedMarketDataCoordinator(sharedCoordinator);
1067
-
1068
- testSetup = await testRender(
1069
- <PortfolioHarness
1070
- config={config}
1071
- collectionId="broker:ibkr-flex:DU12345"
1072
- ticker={seededTicker}
1073
- quote={seededQuote}
1074
- />,
1075
- { width: 100, height: 12 },
1076
- );
1077
-
1078
- await flushFrame();
1079
- await act(async () => {
1080
- await new Promise((resolve) => setTimeout(resolve, 380));
1081
- });
1082
- await act(async () => {
1083
- resolveFinancials({
1084
- annualStatements: [],
1085
- quarterlyStatements: [],
1086
- priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 124 }],
1087
- quote: makeQuote({
1088
- symbol: "AAPL",
1089
- marketCap: 2_000_000_000,
1090
- }),
1091
- fundamentals: {
1092
- trailingPE: 25,
1093
- forwardPE: 22,
1094
- },
1095
- });
1096
- await Promise.resolve();
1097
- });
1098
- await flushFrame();
1099
-
1100
- const frame = testSetup.captureCharFrame();
1101
- expect(calls).toBeGreaterThan(0);
1102
- expect(frame).toContain("2B");
1103
- expect(frame).toContain("25.0");
1104
- expect(frame).toContain("22.0");
1105
- });
1106
-
1107
- test("shows cached market cap on reopen for broker-linked rows", async () => {
1108
- const dbPath = createTempDbPath("cached-reopen-market-cap");
1109
- const persistence = new AppPersistence(dbPath);
1110
- const instrument = {
1111
- brokerId: "ibkr",
1112
- brokerInstanceId: "ibkr-live",
1113
- symbol: "AAPL",
1114
- localSymbol: "AAPL",
1115
- exchange: "SMART",
1116
- primaryExchange: "NASDAQ",
1117
- conId: 265598,
1118
- };
1119
- const cloudProvider: DataProvider = {
1120
- id: "cloud",
1121
- name: "Cloud",
1122
- priority: 100,
1123
- async getTickerFinancials() {
1124
- return {
1125
- annualStatements: [],
1126
- quarterlyStatements: [],
1127
- priceHistory: [],
1128
- quote: makeQuote({
1129
- symbol: "AAPL",
1130
- price: 125,
1131
- marketCap: 2_000_000_000,
1132
- }),
1133
- fundamentals: {
1134
- trailingPE: 25,
1135
- forwardPE: 22,
1136
- },
1137
- profile: {
1138
- sector: "Technology",
1139
- },
1140
- };
1141
- },
1142
- async getQuote() {
1143
- return makeQuote({
1144
- symbol: "AAPL",
1145
- price: 125,
1146
- });
1147
- },
1148
- async getExchangeRate() {
1149
- return 1;
1150
- },
1151
- async search() {
1152
- return [];
1153
- },
1154
- async getArticleSummary() {
1155
- return null;
1156
- },
1157
- async getPriceHistory() {
1158
- return [];
1159
- },
1160
- };
1161
- const yahooProvider: DataProvider = {
1162
- ...cloudProvider,
1163
- id: "yahoo",
1164
- name: "Yahoo",
1165
- priority: 1000,
1166
- async getTickerFinancials() {
1167
- return {
1168
- annualStatements: [],
1169
- quarterlyStatements: [],
1170
- priceHistory: [{ date: new Date("2026-03-28T00:00:00Z"), close: 124 }],
1171
- quote: makeQuote({
1172
- symbol: "AAPL",
1173
- price: 124,
1174
- marketCap: 2_000_000_000,
1175
- }),
1176
- fundamentals: {
1177
- forwardPE: 22,
1178
- },
1179
- profile: {
1180
- sector: "Technology",
1181
- },
1182
- };
1183
- },
1184
- };
1185
-
1186
- const seedRouter = new AssetDataRouter(yahooProvider, [cloudProvider], persistence.resources);
1187
- await seedRouter.getTickerFinancials("AAPL", "NASDAQ", {
1188
- brokerId: "ibkr",
1189
- brokerInstanceId: "ibkr-live",
1190
- instrument,
1191
- });
1192
-
1193
- let liveCalls = 0;
1194
- const cachedRouter = new AssetDataRouter({
1195
- ...yahooProvider,
1196
- async getTickerFinancials() {
1197
- liveCalls += 1;
1198
- throw new Error("expected cached yahoo snapshot");
1199
- },
1200
- }, [{
1201
- ...cloudProvider,
1202
- async getTickerFinancials() {
1203
- liveCalls += 1;
1204
- throw new Error("expected cached cloud snapshot");
1205
- },
1206
- }], persistence.resources);
1207
- sharedCoordinator = new MarketDataCoordinator(cachedRouter);
1208
- setSharedMarketDataCoordinator(sharedCoordinator);
1209
- const cachedFinancials = cachedRouter.getCachedFinancialsForTargets([{
1210
- symbol: "AAPL",
1211
- exchange: "NASDAQ",
1212
- brokerId: "ibkr",
1213
- brokerInstanceId: "ibkr-live",
1214
- instrument,
1215
- }]);
1216
- sharedCoordinator.primeCachedFinancials([{
1217
- instrument: {
1218
- symbol: "AAPL",
1219
- exchange: "NASDAQ",
1220
- brokerId: "ibkr",
1221
- brokerInstanceId: "ibkr-live",
1222
- instrument,
1223
- },
1224
- financials: cachedFinancials.get("AAPL")!,
1225
- }]);
1226
-
1227
- const config = createPortfolioConfigWithColumns(
1228
- "broker:ibkr-live:DU12345",
1229
- ["ticker", "market_cap", "pe", "forward_pe"],
1230
- [createBrokerInstance("gateway", "ibkr-live")],
1231
- );
1232
-
1233
- testSetup = await testRender(
1234
- <PortfolioHarness
1235
- config={config}
1236
- collectionId="broker:ibkr-live:DU12345"
1237
- stateMutator={(state) => {
1238
- state.tickers = new Map([["AAPL", makeTicker({
1239
- portfolios: ["broker:ibkr-live:DU12345"],
1240
- positions: [{
1241
- portfolio: "broker:ibkr-live:DU12345",
1242
- shares: 10,
1243
- avgCost: 100,
1244
- currency: "USD",
1245
- broker: "ibkr",
1246
- brokerInstanceId: "ibkr-live",
1247
- brokerAccountId: "DU12345",
1248
- }],
1249
- broker_contracts: [instrument],
1250
- })]]);
1251
- state.financials = new Map();
1252
- state.paneState[TEST_PANE_ID] = {
1253
- collectionId: "broker:ibkr-live:DU12345",
1254
- cursorSymbol: "AAPL",
1255
- cashDrawerExpanded: false,
1256
- };
1257
- }}
1258
- />,
1259
- { width: 100, height: 12 },
1260
- );
1261
-
1262
- await flushFrame();
1263
-
1264
- const frame = testSetup.captureCharFrame();
1265
- expect(liveCalls).toBe(0);
1266
- expect(frame).toContain("2B");
1267
- expect(frame).toContain("25.0");
1268
- expect(frame).toContain("22.0");
1269
-
1270
- persistence.close();
1271
- });
1272
-
1273
- test("updates a non-selected broker-linked row from streamed quotes", async () => {
1274
- const config = createPortfolioConfigWithColumns(
1275
- "broker:ibkr-live:DU12345",
1276
- ["ticker", "price", "change_pct", "latency"],
1277
- [createBrokerInstance("gateway", "ibkr-live")],
1278
- );
1279
- let streamed: ((target: { symbol: string; exchange?: string; context?: unknown }, quote: Quote) => void) | null = null;
1280
- const provider: DataProvider = {
1281
- id: "test-provider",
1282
- name: "Test Provider",
1283
- async getTickerFinancials(symbol) {
1284
- if (symbol === "AAPL") {
1285
- return {
1286
- annualStatements: [],
1287
- quarterlyStatements: [],
1288
- priceHistory: [],
1289
- quote: makeQuote({
1290
- symbol: "AAPL",
1291
- price: 125,
1292
- change: 5,
1293
- changePercent: 4.17,
1294
- marketState: "PRE",
1295
- preMarketPrice: 125,
1296
- preMarketChange: 5,
1297
- preMarketChangePercent: 4.17,
1298
- }),
1299
- };
1300
- }
1301
- return {
1302
- annualStatements: [],
1303
- quarterlyStatements: [],
1304
- priceHistory: [],
1305
- quote: makeQuote({
1306
- symbol: "MSFT",
1307
- price: 315,
1308
- change: 2,
1309
- changePercent: 0.64,
1310
- previousClose: 313,
1311
- name: "Microsoft",
1312
- }),
1313
- };
1314
- },
1315
- async getQuote(symbol) {
1316
- return symbol === "AAPL"
1317
- ? makeQuote({
1318
- symbol: "AAPL",
1319
- price: 125,
1320
- change: 5,
1321
- changePercent: 4.17,
1322
- marketState: "PRE",
1323
- preMarketPrice: 125,
1324
- preMarketChange: 5,
1325
- preMarketChangePercent: 4.17,
1326
- })
1327
- : makeQuote({
1328
- symbol: "MSFT",
1329
- price: 315,
1330
- change: 2,
1331
- changePercent: 0.64,
1332
- previousClose: 313,
1333
- name: "Microsoft",
1334
- });
1335
- },
1336
- async getExchangeRate() {
1337
- return 1;
1338
- },
1339
- async search() {
1340
- return [];
1341
- },
1342
- async getArticleSummary() {
1343
- return null;
1344
- },
1345
- async getPriceHistory() {
1346
- return [];
1347
- },
1348
- subscribeQuotes(_targets, onQuote) {
1349
- streamed = onQuote as typeof streamed;
1350
- return () => {};
1351
- },
1352
- };
1353
- sharedCoordinator = new MarketDataCoordinator(provider);
1354
- setSharedMarketDataCoordinator(sharedCoordinator);
1355
-
1356
- testSetup = await testRender(
1357
- <PortfolioHarness
1358
- config={config}
1359
- collectionId="broker:ibkr-live:DU12345"
1360
- stateMutator={(state) => {
1361
- state.tickers = new Map([
1362
- ["AAPL", makeTicker({
1363
- ticker: "AAPL",
1364
- name: "Apple",
1365
- broker_contracts: [{
1366
- brokerId: "ibkr",
1367
- brokerInstanceId: "ibkr-live",
1368
- symbol: "AAPL",
1369
- localSymbol: "AAPL",
1370
- exchange: "SMART",
1371
- primaryExchange: "NASDAQ",
1372
- conId: 265598,
1373
- }],
1374
- })],
1375
- ["MSFT", makeTicker({
1376
- ticker: "MSFT",
1377
- name: "Microsoft",
1378
- broker_contracts: [{
1379
- brokerId: "ibkr",
1380
- brokerInstanceId: "ibkr-live",
1381
- symbol: "MSFT",
1382
- localSymbol: "MSFT",
1383
- exchange: "SMART",
1384
- primaryExchange: "NASDAQ",
1385
- conId: 272093,
1386
- }],
1387
- })],
1388
- ]);
1389
- state.financials = new Map();
1390
- state.paneState[TEST_PANE_ID] = {
1391
- collectionId: "broker:ibkr-live:DU12345",
1392
- cursorSymbol: "MSFT",
1393
- cashDrawerExpanded: false,
1394
- };
1395
- }}
1396
- />,
1397
- { width: 100, height: 12 },
1398
- );
1399
-
1400
- await flushFrame();
1401
- await act(async () => {
1402
- await Promise.resolve();
1403
- });
1404
- await flushFrame();
1405
-
1406
- await act(async () => {
1407
- streamed?.(
1408
- {
1409
- symbol: "AAPL",
1410
- exchange: "NASDAQ",
1411
- context: {
1412
- brokerId: "ibkr",
1413
- brokerInstanceId: "ibkr-live",
1414
- instrument: {
1415
- brokerId: "ibkr",
1416
- brokerInstanceId: "ibkr-live",
1417
- symbol: "AAPL",
1418
- localSymbol: "AAPL",
1419
- exchange: "SMART",
1420
- primaryExchange: "NASDAQ",
1421
- conId: 265598,
1422
- },
1423
- },
1424
- },
1425
- makeQuote({
1426
- symbol: "AAPL",
1427
- price: 126.5,
1428
- change: 6.5,
1429
- changePercent: 5.41,
1430
- marketState: "PRE",
1431
- preMarketPrice: 126.5,
1432
- preMarketChange: 6.5,
1433
- preMarketChangePercent: 5.41,
1434
- lastUpdated: Date.now() + 1_000,
1435
- }),
1436
- );
1437
- await Promise.resolve();
1438
- });
1439
- await flushFrame();
1440
-
1441
- const frame = testSetup.captureCharFrame();
1442
- expect(frame).toContain("AAPL");
1443
- expect(frame).toContain("126.5");
1444
- expect(frame).toContain("+5.41%");
1445
- });
1446
-
1447
- test("quote flash dims cells without changing quote sign color or row background", async () => {
1448
- const config = createPortfolioConfigWithColumns(
1449
- "broker:ibkr-flex:DU12345",
1450
- ["ticker", "price", "change", "latency"],
1451
- [createBrokerInstance("flex")],
1452
- );
1453
-
1454
- testSetup = await testRender(
1455
- <PortfolioHarness
1456
- config={config}
1457
- collectionId="broker:ibkr-flex:DU12345"
1458
- stateMutator={(state) => {
1459
- state.tickers = new Map([
1460
- ["AAPL", makeTicker({ ticker: "AAPL", name: "Apple" })],
1461
- ["MSFT", makeTicker({ ticker: "MSFT", name: "Microsoft" })],
1462
- ]);
1463
- state.financials = new Map([
1464
- ["AAPL", {
1465
- annualStatements: [],
1466
- quarterlyStatements: [],
1467
- priceHistory: [],
1468
- quote: makeQuote({
1469
- price: 125,
1470
- bid: 124.95,
1471
- ask: 125.05,
1472
- change: -5,
1473
- changePercent: -4.17,
1474
- }),
1475
- }],
1476
- ["MSFT", {
1477
- annualStatements: [],
1478
- quarterlyStatements: [],
1479
- priceHistory: [],
1480
- quote: makeQuote({
1481
- symbol: "MSFT",
1482
- price: 315,
1483
- bid: 314.95,
1484
- ask: 315.05,
1485
- change: 2,
1486
- changePercent: 0.64,
1487
- previousClose: 313,
1488
- name: "Microsoft",
1489
- }),
1490
- }],
1491
- ]);
1492
- state.paneState[TEST_PANE_ID] = {
1493
- collectionId: "broker:ibkr-flex:DU12345",
1494
- cursorSymbol: "MSFT",
1495
- cashDrawerExpanded: false,
1496
- };
1497
- }}
1498
- />,
1499
- { width: 100, height: 12 },
1500
- );
1501
-
1502
- await flushFrame();
1503
- const beforeFrame = testSetup.captureSpans();
1504
- const beforeLine = beforeFrame.lines.find((line) => lineText(line).includes("AAPL"));
1505
- expect(beforeLine).toBeDefined();
1506
-
1507
- await act(async () => {
1508
- harnessDispatch?.({
1509
- type: "MERGE_QUOTE",
1510
- symbol: "AAPL",
1511
- quote: makeQuote({
1512
- price: 126,
1513
- bid: 125.95,
1514
- ask: 126.05,
1515
- change: -4,
1516
- changePercent: -3.08,
1517
- lastUpdated: Date.now() + 1_000,
1518
- }),
1519
- });
1520
- });
1521
- await flushFrame();
1522
-
1523
- const frame = testSetup.captureSpans();
1524
- const aaplLine = frame.lines.find((line) => lineText(line).includes("AAPL"));
1525
- expect(aaplLine).toBeDefined();
1526
-
1527
- const beforeBackgrounds = beforeLine!.spans.map((span) => span.bg.toInts().join(","));
1528
- const afterBackgrounds = aaplLine!.spans.map((span) => span.bg.toInts().join(","));
1529
- expect(afterBackgrounds).toEqual(beforeBackgrounds);
1530
- const priceSpan = aaplLine!.spans.find((span) => span.text.includes("126"));
1531
- expect(priceSpan).toBeDefined();
1532
- expect(priceSpan!.fg.toInts().join(",")).toBe(RGBA.fromHex(colors.negative).toInts().join(","));
1533
- expect(priceSpan!.attributes & TextAttributes.DIM).not.toBe(0);
1534
- });
1535
- });