gloomberb 0.9.7 → 0.9.8

package/src/plugins/builtin/chat/sidebar.test.tsx

@@ -5,6 +5,7 @@ import { AppContext, appReducer, createInitialState, PaneInstanceProvider } from
 import { createConfigBackedTestPluginRuntime, createTestPluginRuntime } from "../../../test-support/plugin-runtime";
 import { createDefaultConfig, findPaneInstance, type PaneInstanceConfig } from "../../../types/config";
 import { TextAttributes } from "../../../ui";
+import { apiClient } from "../../../api-client";
 import { PluginRenderProvider } from "../../runtime";
 import { gloomberbCloudPlugin } from "../cloud";
 import { ChatContent } from "../chat";
@@ -18,6 +19,7 @@ import {
   installChatApiTestDefaults,
   installServerChannels,
   lineText,
+  makeMessage,
   MemoryPersistence,
   type ChatTestSetup,
 } from "./test-harness";
@@ -214,6 +216,72 @@ describe("ChatContent channel sidebar", () => {
     expect(setup().captureCharFrame()).not.toContain("#options");
   });
 
+  test("opens a new direct-message dialog from the DMs header", async () => {
+    const controller = createController({
+      messages: [{
+        ...makeMessage(1),
+        user: { id: "u2", username: "bob", displayName: "Bob" },
+      }],
+      sessionToken: "token-123",
+      user: { id: "u1", username: "vince", emailVerified: true },
+    });
+    installServerChannels(controller);
+    controller.refreshChannels = async () => {};
+    controller.refreshChannelMessages = async () => {};
+    const openedTargets: Array<{ username?: string }> = [];
+    const originalOpenDirectChannel = apiClient.openDirectChannel.bind(apiClient);
+    apiClient.openDirectChannel = async (target) => {
+      openedTargets.push(target);
+      return {
+        id: "dm:bob",
+        name: "@bob",
+        kind: "direct",
+        created_at: "2026-07-03T09:30:00.000Z",
+        dmUser: { id: "u2", username: "bob", displayName: "Bob" },
+      };
+    };
+    const ChannelPane = createChannelPane(controller, "everyone");
+
+    try {
+      await act(async () => {
+        testSetup = await testRender(<ChannelPane />, {
+          width: 90,
+          height: 14,
+        });
+      });
+
+      await flushFrame();
+      const lines = setup().captureCharFrame().split("\n");
+      const row = lines.findIndex((line) => line.includes("DMs"));
+      const col = lines[row]?.lastIndexOf("+") ?? -1;
+      expect(row).toBeGreaterThanOrEqual(0);
+      expect(col).toBeGreaterThanOrEqual(0);
+
+      await act(async () => {
+        await setup().mockMouse.click(col, row);
+        await setup().renderOnce();
+        await setup().renderOnce();
+      });
+      await flushFrame();
+
+      expect(setup().captureCharFrame()).toContain("New DM");
+
+      await act(async () => {
+        await setup().mockInput.typeText("@bob");
+        setup().mockInput.pressEnter();
+        await setup().renderOnce();
+        await setup().renderOnce();
+      });
+      await flushFrame();
+
+      expect(openedTargets).toEqual([{ username: "bob" }]);
+      expect(setup().captureCharFrame()).toContain("@bob");
+      expect(setup().captureCharFrame()).not.toContain("New DM");
+    } finally {
+      apiClient.openDirectChannel = originalOpenDirectChannel;
+    }
+  });
+
   test("shows the sidebar online count footer", async () => {
     const controller = createController({ sessionToken: "token-123" });
     installServerChannels(controller);
@@ -314,8 +382,6 @@ describe("ChatContent channel sidebar", () => {
         channelIdRef,
         channels,
         channelsLoading: false,
-        closeProfilePopover: () => {},
-        controller,
         focused: true,
         inputFocused: false,
         onChannelChange: handleChannelChange,
@@ -412,6 +478,7 @@ describe("ChatContent channel sidebar", () => {
       },
       registerPaneTemplate: () => {},
       registerTickerResearchTab: () => {},
+      registerSyncTransport: () => {},
       registerShortcut: () => {},
       registerCommand: () => {},
       showPane: () => {},

package/src/plugins/builtin/chat/sidebar.tsx

@@ -109,9 +109,11 @@ export function ChannelSidebar({
   keyboardFocused,
   loading,
   canManageNotifications,
+  canCreateConversation,
   directExpanded,
   onSelect,
   onFocusRequest,
+  onCreateConversation,
   onToggleNotifications,
   onToggleDirectExpanded,
 }: {
@@ -125,9 +127,11 @@ export function ChannelSidebar({
   keyboardFocused: boolean;
   loading: boolean;
   canManageNotifications: boolean;
+  canCreateConversation: boolean;
   directExpanded: boolean;
   onSelect?: (channelId: string) => void;
   onFocusRequest?: () => void;
+  onCreateConversation?: () => void;
   onToggleNotifications?: (channelId: string, enabled: boolean) => void;
   onToggleDirectExpanded?: () => void;
 }) {
@@ -149,9 +153,9 @@ export function ChannelSidebar({
   const conversationUnread = conversationChannels.some((channel) => (channelStateById.get(channel.id)?.unreadCount ?? 0) > 0);
   const sidebarRows = useMemo(() => [
     ...publicChannels.map((channel) => ({ kind: "channel" as const, channel })),
-    ...(conversationChannels.length > 0 ? [{ kind: "direct-header" as const }] : []),
+    ...(conversationChannels.length > 0 || canCreateConversation ? [{ kind: "direct-header" as const }] : []),
     ...(directExpanded ? conversationChannels.map((channel) => ({ kind: "channel" as const, channel })) : []),
-  ], [conversationChannels, directExpanded, publicChannels]);
+  ], [canCreateConversation, conversationChannels, directExpanded, publicChannels]);
   const sidebarLayoutHeight = nativePaneChrome ? "100%" : height;
   const nativeFillStyle = nativePaneChrome ? { minHeight: 0 } : undefined;
   const sidebarBorder = borderWidth > 0
@@ -201,6 +205,26 @@ export function ChannelSidebar({
                 >
                   {` ${directExpanded ? "▾" : "▸"} DMs`}
                 </Text>
+                <Box flexGrow={1} />
+                {canCreateConversation ? (
+                  <Box
+                    width={3}
+                    height={1}
+                    alignItems="center"
+                    justifyContent="center"
+                    backgroundColor={hoveredChannelId === "direct-header:create" ? hoverBg() : sidebarBg}
+                    onMouseOver={() => setHoveredChannelId("direct-header:create")}
+                    onMouseOut={() => setHoveredChannelId((current) => (current === "direct-header:create" ? null : current))}
+                    onMouseDown={(event: any) => {
+                      event?.preventDefault?.();
+                      event?.stopPropagation?.();
+                      onCreateConversation?.();
+                    }}
+                    style={{ cursor: "pointer" }}
+                  >
+                    <Text fg={hoveredChannelId === "direct-header:create" ? colors.textMuted : colors.textDim}>+</Text>
+                  </Box>
+                ) : null}
               </Box>
             );
           }

package/src/plugins/builtin/chat/test-harness.tsx

@@ -178,23 +178,33 @@ export function createChatTestControls(getSetup: () => ChatTestSetup) {
       sequence?: string;
       ctrl?: boolean;
       meta?: boolean;
+      super?: boolean;
+      alt?: boolean;
       shift?: boolean;
       option?: boolean;
     }) {
+      const keyEvent = {
+        ctrl: false,
+        meta: false,
+        option: false,
+        shift: false,
+        eventType: "press",
+        repeated: false,
+        defaultPrevented: false,
+        propagationStopped: false,
+        preventDefault() {
+          keyEvent.defaultPrevented = true;
+        },
+        stopPropagation() {
+          keyEvent.propagationStopped = true;
+        },
+        ...event,
+      };
       await act(async () => {
-        getSetup().renderer.keyInput.emit("keypress", {
-          ctrl: false,
-          meta: false,
-          option: false,
-          shift: false,
-          eventType: "press",
-          repeated: false,
-          stopPropagation: () => {},
-          preventDefault: () => {},
-          ...event,
-        } as any);
+        getSetup().renderer.keyInput.emit("keypress", keyEvent as any);
         await getSetup().renderOnce();
       });
+      return keyEvent;
     },
   };
 }

package/src/plugins/builtin/cloud/plugin.tsx

@@ -103,6 +103,13 @@ export function createGloomberbCloudPlugin({
       chatController.attachPersistence(ctx.persistence, ctx.resume);
       chatController.setNotifier(ctx.notify);
 
+      ctx.registerSyncTransport({
+        id: "gloomberb-cloud",
+        isAvailable: () => apiClient.isVerified(),
+        pullSnapshot: () => apiClient.getSyncSnapshot(),
+        pushSnapshot: (snapshot, options) => apiClient.putSyncSnapshot(snapshot, options),
+      });
+
       ctx.registerPane({
         id: "chat",
         name: "Chat",

package/src/plugins/builtin/correlation/index.tsx

@@ -18,7 +18,9 @@ import {
 } from "./settings";
 import { resolveCorrelationHeatmapCellColors } from "./colors";
 import {
+  buildRelationshipGraphSettingsDef,
   createRelationshipPaneTemplate,
+  RELATIONSHIP_GRAPH_PANE_ID,
   RelationshipGraphPane,
 } from "./relationship/pane";
 import {
@@ -234,13 +236,14 @@ export const correlationPlugin: GloomPlugin = {
       settings: buildCorrelationSettingsDef(),
     },
     {
-      id: "relationship-graph",
+      id: RELATIONSHIP_GRAPH_PANE_ID,
       name: "Relationship Graph",
       icon: "R",
       component: RelationshipGraphPane,
       defaultPosition: "right",
       defaultMode: "floating",
       defaultFloatingSize: { width: 100, height: 30 },
+      settings: buildRelationshipGraphSettingsDef(),
     },
   ],
 

package/src/plugins/builtin/correlation/relationship/controls.tsx

@@ -1,5 +1,6 @@
 import { Box, Text } from "../../../../ui";
 import { colors } from "../../../../theme/colors";
+import { Checkbox } from "../../../../components/ui/checkbox";
 
 export function RelationshipMetricsTable({
   rows,
@@ -39,7 +40,7 @@ export function RelationshipToggle({
 }) {
   return (
     <Box
-      width={label.length + 5}
+      width={label.length + 6}
       height={1}
       onMouseDown={(event: { preventDefault?: () => void; stopPropagation?: () => void }) => {
         event.preventDefault?.();
@@ -47,7 +48,12 @@ export function RelationshipToggle({
         onPress();
       }}
     >
-      <Text fg={checked ? colors.text : colors.textDim}>{checked ? "[x]" : "[ ]"} {label}</Text>
+      <Checkbox
+        label={label}
+        checked={checked}
+        width={label.length + 6}
+        onChange={onPress}
+      />
     </Box>
   );
 }

package/src/plugins/builtin/correlation/relationship/model.ts

@@ -1,12 +1,13 @@
 import type { ProjectedChartPoint } from "../../../../components/chart/core/data";
 import type { TimeRange } from "../../../../components/chart/core/types";
 import type { ScatterChartPoint } from "../../../../components/chart/scatter-chart-renderer";
-import type { PaneTemplateCreateOptions } from "../../../../types/plugin";
+import type { PaneSettingsDef, PaneTemplateCreateOptions } from "../../../../types/plugin";
 import type { PricePoint } from "../../../../types/financials";
-import { parseTickerListInput } from "../../../../tickers/list";
+import { formatTickerListInput, parseTickerListInput } from "../../../../tickers/list";
 
 export type RelationshipRange = Extract<TimeRange, "1M" | "3M" | "6M" | "1Y" | "5Y" | "ALL">;
 
+export const RELATIONSHIP_GRAPH_PANE_ID = "relationship-graph";
 const RELATIONSHIP_RANGES: RelationshipRange[] = ["1M", "3M", "6M", "1Y", "5Y", "ALL"];
 export const DEFAULT_RELATIONSHIP_SECOND_SYMBOL = "SPY";
 const RELATIONSHIP_CORRELATION_WINDOWS = [30, 60, 120, 252] as const;
@@ -277,3 +278,22 @@ export function relationshipTemplateSymbols(
     return null;
   }
 }
+
+export function buildRelationshipGraphPaneTitle(pair: readonly [string, string]): string {
+  return `GR ${pair[0]}/${pair[1]}`;
+}
+
+export function buildRelationshipGraphSettingsDef(): PaneSettingsDef {
+  return {
+    title: "Relationship Graph Settings",
+    fields: [
+      {
+        key: "symbolsText",
+        label: "Tickers",
+        description: `Enter one or two tickers. One ticker compares against ${DEFAULT_RELATIONSHIP_SECOND_SYMBOL}.`,
+        type: "text",
+        placeholder: formatTickerListInput(["AMD", "NVDA"]),
+      },
+    ],
+  };
+}

package/src/plugins/builtin/correlation/relationship/pane.tsx

@@ -17,7 +17,9 @@ import { useRelationshipHistories } from "./history";
 import {
   DEFAULT_RELATIONSHIP_CORRELATION_WINDOW,
   DEFAULT_RELATIONSHIP_SECOND_SYMBOL,
+  RELATIONSHIP_GRAPH_PANE_ID,
   buildRelationshipAnalysis,
+  buildRelationshipGraphPaneTitle,
   nextRelationshipRange,
   nextRelationshipWindow,
   relationshipSymbolsFromPaneSettings,
@@ -35,7 +37,11 @@ import {
   formatNullableNumber,
 } from "./view-model";
 
-export { buildRelationshipAnalysis } from "./model";
+export {
+  buildRelationshipAnalysis,
+  buildRelationshipGraphSettingsDef,
+  RELATIONSHIP_GRAPH_PANE_ID,
+} from "./model";
 
 type RelationshipGraphShortcut = "range" | "window" | "correlation" | "regression";
 
@@ -326,7 +332,7 @@ export function RelationshipGraphPane({ focused, width, height }: PaneProps) {
 export function createRelationshipPaneTemplate(): PaneTemplateDef {
   return {
     id: "relationship-graph-pane",
-    paneId: "relationship-graph",
+    paneId: RELATIONSHIP_GRAPH_PANE_ID,
     label: "Relationship Graph",
     description: "Graph ratio, rolling correlation, and regression between two tickers.",
     keywords: ["relationship", "ratio", "graph", "correlation", "regression", "gr"],
@@ -345,7 +351,7 @@ export function createRelationshipPaneTemplate(): PaneTemplateDef {
       const pair = relationshipTemplateSymbols(context.activeTicker, options);
       return pair
         ? {
-          title: `GR ${pair[0]}/${pair[1]}`,
+          title: buildRelationshipGraphPaneTitle(pair),
           binding: { kind: "fixed" as const, symbol: pair[0] },
           placement: "floating" as const,
           settings: {

package/src/plugins/builtin/portfolio-list/index.test.ts

@@ -6,7 +6,7 @@ import type { TickerRecord } from "../../../types/ticker";
 import type { PortfolioSummaryTotals } from "./metrics";
 import { buildPortfolioSummarySegments } from "./summary";
 import { portfolioListPlugin, shouldToggleCashMarginDrawer } from ".";
-import { needsVisibleQuoteWatchdogRefresh, selectStreamTickers } from "./pane/data";
+import { needsVisibleQuoteWatchdogRefresh, selectQuoteWarmupTickers, selectStreamTickers } from "./pane/data";
 import { buildPortfolioPaneSettingsDef, getPortfolioPaneSettings } from "./settings";
 
 function ticker(symbol: string): TickerRecord {
@@ -134,6 +134,56 @@ describe("selectStreamTickers", () => {
   });
 });
 
+describe("selectQuoteWarmupTickers", () => {
+  function financials(quoteValue: Quote | undefined): TickerFinancials {
+    return {
+      annualStatements: [],
+      quarterlyStatements: [],
+      priceHistory: [],
+      quote: quoteValue,
+    };
+  }
+
+  test("includes hidden quote-missing rows when sorting by quote-dependent columns", () => {
+    const tickers = Array.from({ length: 30 }, (_, index) => ticker(`T${index}`));
+    const financialsMap = new Map<string, TickerFinancials>(
+      tickers.slice(0, 29).map((entry, index) => [
+        entry.metadata.ticker,
+        financials({
+          symbol: entry.metadata.ticker,
+          price: index + 1,
+          currency: "USD",
+          change: index,
+          changePercent: index,
+          lastUpdated: 1_700_000_000_000,
+        }),
+      ]),
+    );
+
+    const selected = selectQuoteWarmupTickers(
+      tickers,
+      { start: 0, end: 24 },
+      financialsMap,
+      { columnId: "change_pct", direction: "asc" },
+      1_700_000_010_000,
+    ).map((entry) => entry.metadata.ticker);
+
+    expect(selected).toContain("T29");
+  });
+
+  test("does not add hidden rows for ticker-only sorting", () => {
+    const tickers = Array.from({ length: 30 }, (_, index) => ticker(`T${index}`));
+    expect(selectQuoteWarmupTickers(
+      tickers,
+      { start: 0, end: 24 },
+      new Map(),
+      { columnId: "ticker", direction: "asc" },
+    ).map((entry) => entry.metadata.ticker)).toEqual(
+      tickers.slice(0, 24).map((entry) => entry.metadata.ticker),
+    );
+  });
+});
+
 describe("visible quote refresh predicates", () => {
   function quote(overrides: Partial<Quote> = {}): Quote {
     return {

package/src/plugins/builtin/portfolio-list/pane/data.test.ts

@@ -0,0 +1,54 @@
+import { describe, expect, test } from "bun:test";
+import type { Quote, TickerFinancials } from "../../../../types/financials";
+import {
+  needsVisibleQuoteWarmup,
+  needsVisibleQuoteWatchdogRefresh,
+  VISIBLE_QUOTE_STREAM_MAX_AGE_MS,
+} from "./data";
+
+function quote(overrides: Partial<Quote> = {}): Quote {
+  return {
+    symbol: "AAPL",
+    price: 100,
+    currency: "USD",
+    change: 0,
+    changePercent: 0,
+    lastUpdated: Date.now(),
+    ...overrides,
+  };
+}
+
+function financials(quoteValue: Quote): TickerFinancials {
+  return {
+    annualStatements: [],
+    quarterlyStatements: [],
+    priceHistory: [],
+    quote: quoteValue,
+  };
+}
+
+describe("portfolio visible quote warmup", () => {
+  test("refreshes current-session quotes once the visible-row age window expires", () => {
+    const now = Date.now();
+    const data = financials(quote({
+      lastUpdated: now - VISIBLE_QUOTE_STREAM_MAX_AGE_MS,
+      listingExchangeName: "FWB2",
+      marketState: "REGULAR",
+    }));
+
+    expect(needsVisibleQuoteWarmup(data, now)).toBe(false);
+    expect(needsVisibleQuoteWatchdogRefresh(data, now)).toBe(true);
+  });
+
+  test("treats stale active-session quotes as visible warmup misses", () => {
+    const now = Date.parse("2026-07-07T12:10:30Z");
+    const data = financials(quote({
+      lastUpdated: Date.parse("2026-07-07T12:10:00Z"),
+      listingExchangeName: "NASDAQ",
+      marketState: "PRE",
+    }));
+
+    expect(needsVisibleQuoteWarmup(data, now)).toBe(true);
+    expect(needsVisibleQuoteWatchdogRefresh(data, now)).toBe(true);
+  });
+});

package/src/plugins/builtin/portfolio-list/pane/data.ts

@@ -10,14 +10,32 @@ import { compareSortValues } from "../../../../utils/sort-values";
 import { getSortValue, type ColumnContext } from "../metrics";
 import type { ResolvedPortfolioAccountState } from "../summary";
 
-export const VISIBLE_QUOTE_REFRESH_COOLDOWN_MS = 60_000;
-export const VISIBLE_QUOTE_STREAM_MAX_AGE_MS = 60_000;
-export const VISIBLE_QUOTE_STREAM_WATCHDOG_MS = 30_000;
+export const VISIBLE_QUOTE_REFRESH_COOLDOWN_MS = 15_000;
+export const VISIBLE_QUOTE_STREAM_MAX_AGE_MS = 15_000;
+export const VISIBLE_QUOTE_STREAM_WATCHDOG_MS = 5_000;
 export const VISIBLE_SNAPSHOT_REFRESH_COOLDOWN_MS = 5 * 60_000;
 export const VISIBLE_FINANCIAL_WARMUP_DELAY_MS = 350;
 export const VISIBLE_SNAPSHOT_WARMUP_BATCH_LIMIT = 3;
+export const SORT_QUOTE_WARMUP_BATCH_LIMIT = 64;
 
 const STREAM_OVERSCAN_ROWS = 6;
+const QUOTE_SORT_COLUMN_IDS = new Set([
+  "price",
+  "change",
+  "change_pct",
+  "volume",
+  "dollar_volume",
+  "range_52w",
+  "market_cap",
+  "latency",
+  "ext_hours",
+  "mkt_value",
+  "weight",
+  "day_pnl",
+  "pnl",
+  "pnl_pct",
+  "mark_delta",
+]);
 const FUNDAMENTAL_COLUMN_IDS = new Set(["pe", "forward_pe", "dividend_yield"]);
 const PROFILE_COLUMN_IDS = new Set(["sector", "industry"]);
 const sortValueCache = createRowValueCache<string, ReturnType<typeof getSortValue>>(5000);
@@ -81,6 +99,35 @@ export function selectStreamTickers(
   return selectedTicker ? [...visible, selectedTicker] : visible;
 }
 
+export function sortPreferenceUsesQuote(sortPreference: CollectionSortPreference): boolean {
+  return !!sortPreference.columnId && QUOTE_SORT_COLUMN_IDS.has(sortPreference.columnId);
+}
+
+export function selectQuoteWarmupTickers(
+  sortedTickers: TickerRecord[],
+  visibleRange: { start: number; end: number },
+  financialsMap: Map<string, TickerFinancials>,
+  sortPreference: CollectionSortPreference,
+  now = Date.now(),
+  hiddenLimit = SORT_QUOTE_WARMUP_BATCH_LIMIT,
+): TickerRecord[] {
+  const visible = sortedTickers.slice(visibleRange.start, visibleRange.end);
+  if (!sortPreferenceUsesQuote(sortPreference)) {
+    return visible;
+  }
+
+  const seen = new Set(visible.map((ticker) => ticker.metadata.ticker));
+  const hidden: TickerRecord[] = [];
+  for (const ticker of sortedTickers) {
+    if (seen.has(ticker.metadata.ticker)) continue;
+    if (!needsVisibleQuoteWarmup(financialsMap.get(ticker.metadata.ticker), now)) continue;
+    hidden.push(ticker);
+    seen.add(ticker.metadata.ticker);
+    if (hidden.length >= hiddenLimit) break;
+  }
+  return [...visible, ...hidden];
+}
+
 export function buildTrackedCurrencies(
   tickers: TickerRecord[],
   financialsMap: Map<string, TickerFinancials>,