gloomberb 0.9.3 → 0.9.5

package/src/sources/yahoo-finance.test.ts

@@ -17,6 +17,7 @@ describe("YahooFinanceClient exchange aliases", () => {
     provider.fetchAssetProfile = async () => undefined;
     provider.fetchQuoteSupplement = async () => ({});
     provider.fetchExtendedHoursData = async () => ({});
+    provider.secClient.getFinancialStatements = async () => null;
     provider.fetchTimeseries = async () => [
       point("annualAccountsReceivable", 7_450_000_000),
       point("annualInventory", 4_880_000_000),
@@ -52,6 +53,56 @@ describe("YahooFinanceClient exchange aliases", () => {
     });
   });
 
+  test("supplements US Yahoo financials with deeper SEC statement history", async () => {
+    const provider = new YahooFinanceClient() as any;
+    const point = (type: string, date: string, value: number) => ({
+      meta: { type: [type] },
+      [type]: [{ asOfDate: date, reportedValue: { raw: value } }],
+    });
+
+    provider.fetchChart = async () => ({
+      meta: { currency: "USD", regularMarketPrice: 100, shortName: "AMD" },
+      history: [{ date: new Date("2025-12-31T00:00:00Z"), close: 100 }],
+    });
+    provider.fetchAssetProfile = async () => undefined;
+    provider.fetchQuoteSupplement = async () => ({});
+    provider.fetchExtendedHoursData = async () => ({});
+    provider.fetchTimeseries = async () => [
+      point("annualTotalRevenue", "2025-12-31", 200),
+      point("quarterlyTotalRevenue", "2025-12-31", 60),
+    ];
+    provider.secClient.getFinancialStatements = async (ticker: string) => {
+      expect(ticker).toBe("AMD");
+      return {
+        annualStatements: [
+          { date: "2023-12-31", totalRevenue: 100 },
+          { date: "2024-12-31", totalRevenue: 150 },
+          { date: "2025-12-31", totalRevenue: 190, netIncome: 40 },
+        ],
+        quarterlyStatements: [
+          { date: "2025-03-31", totalRevenue: 45 },
+          { date: "2025-06-30", totalRevenue: 50 },
+          { date: "2025-09-30", totalRevenue: 55 },
+          { date: "2025-12-31", totalRevenue: 58, netIncome: 12 },
+        ],
+      };
+    };
+
+    const financials = await provider.getTickerFinancials("AMD", "NASDAQ");
+
+    expect(financials.annualStatements.map((row: any) => [row.date, row.totalRevenue, row.netIncome])).toEqual([
+      ["2023-12-31", 100, undefined],
+      ["2024-12-31", 150, undefined],
+      ["2025-12-31", 200, 40],
+    ]);
+    expect(financials.quarterlyStatements.map((row: any) => [row.date, row.totalRevenue, row.netIncome])).toEqual([
+      ["2025-03-31", 45, undefined],
+      ["2025-06-30", 50, undefined],
+      ["2025-09-30", 55, undefined],
+      ["2025-12-31", 60, 12],
+    ]);
+  });
+
   test("tries the Taipei Exchange suffix for TPEX tickers", () => {
     expect(getYahooSymbolsToTry("3105", "TPEX")).toEqual(["3105.TWO", "3105.TW"]);
   });

package/src/sources/yahoo-finance.ts

@@ -8,6 +8,7 @@ import {
 import type { InstrumentSearchResult } from "../types/instrument";
 import { parseOptionSymbol } from "../utils/options";
 import { SecEdgarClient } from "./sec-edgar";
+import { mergeFinancialStatementRows } from "../utils/financial-statements";
 import { YahooHttpClient } from "./yahoo-finance/http";
 import {
   normalizeSubUnitCurrency,
@@ -42,6 +43,21 @@ import {
   loadYahooTickerFinancials,
 } from "./yahoo-finance/snapshots";
 
+const SEC_STATEMENT_SUPPLEMENT_EXCHANGES = new Set([
+  "",
+  "AMEX",
+  "ARCA",
+  "BATS",
+  "BYX",
+  "IEX",
+  "NASDAQ",
+  "NMS",
+  "NYSE",
+  "NYSEARCA",
+  "OTC",
+  "PINK",
+]);
+
 export class YahooFinanceClient implements DataProvider {
   readonly id = "yahoo";
   readonly name = "Yahoo Finance";
@@ -50,6 +66,38 @@ export class YahooFinanceClient implements DataProvider {
 
   constructor(private readonly http = new YahooHttpClient()) {}
 
+  private shouldSupplementSecStatements(ticker: string, exchange: string, financials: TickerFinancials): boolean {
+    if (!/^[A-Z0-9.-]+$/i.test(ticker.trim())) return false;
+    if (ticker.includes(".")) return false;
+    const normalizedExchange = exchange.trim().toUpperCase();
+    return SEC_STATEMENT_SUPPLEMENT_EXCHANGES.has(normalizedExchange)
+      && (financials.quote?.currency ?? "USD").toUpperCase() === "USD";
+  }
+
+  private async supplementSecStatements(
+    ticker: string,
+    exchange: string,
+    financials: TickerFinancials,
+  ): Promise<TickerFinancials> {
+    if (!this.shouldSupplementSecStatements(ticker, exchange, financials)) return financials;
+    try {
+      const secStatements = await this.secClient.getFinancialStatements(ticker);
+      if (
+        !secStatements
+        || (secStatements.annualStatements.length === 0 && secStatements.quarterlyStatements.length === 0)
+      ) {
+        return financials;
+      }
+      return {
+        ...financials,
+        annualStatements: mergeFinancialStatementRows(financials.annualStatements, secStatements.annualStatements),
+        quarterlyStatements: mergeFinancialStatementRows(financials.quarterlyStatements, secStatements.quarterlyStatements),
+      };
+    } catch {
+      return financials;
+    }
+  }
+
   private async fetchChart(symbol: string, range: string, interval = "1d", includePrePost = false) {
     return fetchYahooChart(this.http, symbol, range, interval, includePrePost);
   }
@@ -90,7 +138,7 @@ export class YahooFinanceClient implements DataProvider {
           fetchTimeseries: (targetSymbol, types, period1) => this.fetchTimeseries(targetSymbol, types, period1),
           providerId: this.id,
         });
-        return result;
+        return await this.supplementSecStatements(ticker, exchange, result);
       } catch (err) {
         lastError = err;
       }

package/src/state/app/context/index.test.tsx

@@ -1,5 +1,5 @@
 import { describe, expect, test } from "bun:test";
-import { cloneLayout, createDefaultConfig } from "../../../types/config";
+import { cloneLayout, createBlankLayout, createDefaultConfig } from "../../../types/config";
 import { appReducer, createInitialState } from "./index";
 
 describe("appReducer command bar state", () => {
@@ -150,11 +150,10 @@ describe("appReducer command bar state", () => {
 
     const noUndoOnFreshLayout = appReducer(state, { type: "UNDO_LAYOUT" });
     expect(noUndoOnFreshLayout.config.activeLayoutIndex).toBe(newLayoutIndex);
-    expect(noUndoOnFreshLayout.config.layout.dockRoot && noUndoOnFreshLayout.config.layout.dockRoot.kind === "split"
-      ? noUndoOnFreshLayout.config.layout.dockRoot.ratio
-      : null).toBe(defaultRatio);
+    expect(noUndoOnFreshLayout.config.layout).toEqual(createBlankLayout());
+    expect(noUndoOnFreshLayout.focusedPaneId).toBeNull();
 
-    const secondLayout = cloneLayout(noUndoOnFreshLayout.config.layout);
+    const secondLayout = cloneLayout(initial.config.layout);
     if (!secondLayout.dockRoot || secondLayout.dockRoot.kind !== "split") {
       throw new Error("expected split dock root");
     }
@@ -172,9 +171,7 @@ describe("appReducer command bar state", () => {
     const backToSecond = appReducer(firstUndone, { type: "SWITCH_LAYOUT", index: newLayoutIndex });
     const secondUndone = appReducer(backToSecond, { type: "UNDO_LAYOUT" });
     expect(secondUndone.config.activeLayoutIndex).toBe(newLayoutIndex);
-    expect(secondUndone.config.layout.dockRoot && secondUndone.config.layout.dockRoot.kind === "split"
-      ? secondUndone.config.layout.dockRoot.ratio
-      : null).toBe(defaultRatio);
+    expect(secondUndone.config.layout).toEqual(createBlankLayout());
   });
 
   test("tracks manual update-check feedback", () => {

package/src/types/broker.ts

@@ -85,6 +85,7 @@ export interface BrokerAdapter {
   readonly cachePolicy?: CachePolicyMap;
   validate(instance: BrokerInstanceConfig): Promise<boolean>;
   importPositions(instance: BrokerInstanceConfig): Promise<BrokerPosition[]>;
+  importPortfolioSnapshot?(instance: BrokerInstanceConfig): Promise<{ accounts: BrokerAccount[]; positions: BrokerPosition[] }>;
   configSchema: BrokerConfigField[];
   connect?(instance: BrokerInstanceConfig): Promise<void>;
   disconnect?(instance: BrokerInstanceConfig): Promise<void>;

package/src/types/config.ts

@@ -309,6 +309,12 @@ const DEFAULT_MONITOR_LAYOUT: LayoutConfig = {
 };
 
 export const DEFAULT_LAYOUT = DEFAULT_HOME_LAYOUT;
+const BLANK_LAYOUT: LayoutConfig = {
+  dockRoot: null,
+  instances: [],
+  floating: [],
+  detached: [],
+};
 
 let nextPaneInstanceSeq = 0;
 
@@ -594,6 +600,10 @@ export function cloneLayout(layout: LayoutConfig): LayoutConfig {
   };
 }
 
+export function createBlankLayout(): LayoutConfig {
+  return cloneLayout(BLANK_LAYOUT);
+}
+
 export function findPaneInstance(layout: LayoutConfig, instanceId: string): PaneInstanceConfig | undefined {
   return layout.instances.find((instance) => instance.instanceId === instanceId);
 }

package/src/types/trading.ts

@@ -16,7 +16,9 @@ export interface BrokerAccount {
   currency?: string;
   source?: "gateway" | "flex";
   updatedAt?: number;
+  asOfDate?: string;
   netLiquidation?: number;
+  grossPositionValue?: number;
   totalCashValue?: number;
   settledCash?: number;
   buyingPower?: number;

package/src/ui/host.tsx

@@ -143,12 +143,22 @@ export interface TextareaRenderable extends InputRenderable {
   clearLineHighlights?(lineIdx: number): void;
 }
 
+export interface NativeCursorState {
+  x: number;
+  y: number;
+  visible: boolean;
+}
+
+export type NativePostProcessFn = (buffer: unknown, deltaTime: number) => void;
+
 export interface NativeRendererHost {
   terminalWidth: number;
   terminalHeight: number;
   resolution: PixelResolution | null;
   capabilities?: unknown;
   isDestroyed?: boolean;
+  currentFocusedRenderable?: unknown;
+  currentFocusedEditor?: unknown;
   keyInput?: {
     on(event: string, handler: (...args: any[]) => void): void;
     off(event: string, handler: (...args: any[]) => void): void;
@@ -160,8 +170,13 @@ export interface NativeRendererHost {
   registerLifecyclePass(renderable: unknown): void;
   unregisterLifecyclePass(renderable: unknown): void;
   getSelection?(): { getSelectedText(): string } | null;
+  getCursorState?(): NativeCursorState;
+  setCursorPosition?(x: number, y: number, visible?: boolean): void;
+  addPostProcessFn?(processFn: NativePostProcessFn): void;
+  removePostProcessFn?(processFn: NativePostProcessFn): void;
   copyToClipboardOSC52?(text: string): boolean;
   write?(data: string | Uint8Array): boolean;
+  captureMouseRenderable?(renderable: unknown): void;
 }
 
 interface BoxProps {
@@ -244,6 +259,7 @@ export interface HostTabsProps {
   closeMode?: "active" | "always";
   addLabel?: string;
   onAdd?: () => void;
+  focused?: boolean;
   palette: HostTabsPalette;
 }
 

package/src/ui/index.tsx

@@ -28,7 +28,9 @@ export type {
   Highlight,
   ImageSurfaceProps,
   InputRenderable,
+  NativeCursorState,
   NativeRendererHost,
+  NativePostProcessFn,
   PixelResolution,
   RendererHost,
   ScrollBoxRenderable,

package/src/utils/financial-statements.ts

@@ -0,0 +1,23 @@
+import type { FinancialStatement } from "../types/financials";
+
+export function mergeFinancialStatementRows(
+  primaryRows: FinancialStatement[],
+  fallbackRows: FinancialStatement[],
+): FinancialStatement[] {
+  if (primaryRows.length === 0) return fallbackRows;
+  if (fallbackRows.length === 0) return primaryRows;
+
+  const fallbackByDate = new Map(fallbackRows.map((row) => [row.date, row]));
+  const primaryDates = new Set(primaryRows.map((row) => row.date));
+  const mergedRows = primaryRows.map((row) => ({
+    ...fallbackByDate.get(row.date),
+    ...row,
+    date: row.date,
+  }));
+
+  for (const row of fallbackRows) {
+    if (!primaryDates.has(row.date)) mergedRows.push(row);
+  }
+
+  return mergedRows.sort((left, right) => left.date.localeCompare(right.date));
+}

package/src/version.ts

@@ -1 +1 @@
-export const VERSION = "0.9.3";
+export const VERSION = "0.9.5";

package/src/components/onboarding/portfolio-step/manual-name-panel.tsx

@@ -1,62 +0,0 @@
-import type { RefObject } from "react";
-import { Box, Text, TextAttributes, type InputRenderable } from "../../../ui";
-import { colors } from "../../../theme/colors";
-import { TextField } from "../../ui";
-
-export function ManualPortfolioNamePanel({
-  portfolioName,
-  onNameChange,
-  editing,
-  inputRef,
-}: {
-  portfolioName: string;
-  onNameChange: (name: string) => void;
-  editing: boolean;
-  inputRef: RefObject<InputRenderable | null>;
-}) {
-  return (
-    <Box flexDirection="column" paddingX={2}>
-      <Box height={1}>
-        <Text fg={colors.textBright} attributes={TextAttributes.BOLD}>{"Name your portfolio"}</Text>
-      </Box>
-      <Box height={1} />
-      <Box height={1}>
-        <Text fg={colors.textDim}>{"Create watchlists later."}</Text>
-      </Box>
-      <Box height={2} />
-      <Box height={1}>
-        <Text fg={colors.text}>{"Portfolio name:"}</Text>
-      </Box>
-      <Box height={1}>
-        {editing ? (
-          <TextField
-            inputRef={inputRef}
-            value={portfolioName}
-            placeholder="Main Portfolio"
-            focused
-            backgroundColor={colors.panel}
-            textColor={colors.text}
-            placeholderColor={colors.textDim}
-            onChange={onNameChange}
-            onSubmit={() => {}}
-          />
-        ) : (
-          <Text fg={colors.textBright} attributes={TextAttributes.BOLD}>
-            {`> ${portfolioName}`}
-          </Text>
-        )}
-      </Box>
-      <Box height={2} />
-      <Box height={1} flexDirection="row">
-        <Text fg={colors.textDim}>{"After setup, use the command bar ("}</Text>
-        <Text fg={colors.text}>{"Ctrl+P"}</Text>
-        <Text fg={colors.textDim}>{") and"}</Text>
-      </Box>
-      <Box height={1} flexDirection="row">
-        <Text fg={colors.textDim}>{"type "}</Text>
-        <Text fg={colors.text} attributes={TextAttributes.BOLD}>{"DES AAPL"}</Text>
-        <Text fg={colors.textDim}>{" to open security details for a stock or ETF."}</Text>
-      </Box>
-    </Box>
-  );
-}