gloomberb 0.9.8 → 0.9.10

package/src/cli.test.ts

@@ -6,14 +6,11 @@ import { AppPersistence } from "./data/app-persistence";
 import { loadConfig, saveConfig } from "./data/config/store";
 import {
   buildSearchReport,
-  buildTickerReport,
   runCli,
   searchCandidatesForCli,
 } from "./cli/index";
 import { createDefaultConfig } from "./types/config";
 import { TickerRepository } from "./data/ticker-repository";
-import type { TickerFinancials } from "./types/financials";
-import type { NewsItem, SecFilingItem } from "./types/data-provider";
 import type { TickerRecord } from "./types/ticker";
 import { createTestDataProvider } from "./test-support/data-provider";
 
@@ -375,160 +372,6 @@ describe("CLI portfolio commands", () => {
   });
 });
 
-describe("buildTickerReport", () => {
-  test("includes deeper fundamentals and recent statement sections", async () => {
-    const config = createDefaultConfig("/tmp/gloomberb-cli-report");
-    config.watchlists = [{ id: "growth", name: "Growth" }];
-
-    const ticker = makeTicker({
-      portfolios: ["main"],
-      watchlists: ["growth"],
-      positions: [{
-        portfolio: "main",
-        shares: 10,
-        avgCost: 400,
-        broker: "manual",
-      }],
-      assetCategory: "STK",
-      sector: "Technology",
-      industry: "Semiconductors",
-    });
-
-    const financials: TickerFinancials = {
-      quote: {
-        symbol: "NVDA",
-        price: 912.34,
-        currency: "USD",
-        change: 12.5,
-        changePercent: 1.39,
-        lastUpdated: Date.UTC(2026, 3, 1, 14, 30),
-        marketCap: 2_240_000_000_000,
-        volume: 48_000_000,
-        name: "NVIDIA Corporation",
-        exchangeName: "NMS",
-        marketState: "REGULAR",
-        bid: 912.3,
-        ask: 912.4,
-        bidSize: 100,
-        askSize: 200,
-        open: 905,
-        high: 918,
-        low: 901,
-        high52w: 980,
-        low52w: 500,
-        dataSource: "live",
-      },
-      fundamentals: {
-        trailingPE: 35.2,
-        forwardPE: 29.8,
-        pegRatio: 1.4,
-        enterpriseValue: 2_300_000_000_000,
-        operatingCashFlow: 82_000_000_000,
-        freeCashFlow: 67_000_000_000,
-        dividendYield: 0.001,
-        revenue: 128_000_000_000,
-        netIncome: 73_000_000_000,
-        eps: 2.97,
-        operatingMargin: 0.58,
-        profitMargin: 0.57,
-        revenueGrowth: 0.42,
-        return1Y: 0.88,
-        return3Y: 2.45,
-        lastQuarterGrowth: 0.61,
-        sharesOutstanding: 2_450_000_000,
-      },
-      profile: {
-        description: "Designs GPUs and accelerated computing platforms.",
-        sector: "Technology",
-        industry: "Semiconductors",
-      },
-      annualStatements: [{
-        date: "2025-12-31",
-        totalRevenue: 128_000_000_000,
-        grossProfit: 97_000_000_000,
-        operatingIncome: 76_000_000_000,
-        netIncome: 73_000_000_000,
-        ebitda: 79_000_000_000,
-        operatingCashFlow: 82_000_000_000,
-        freeCashFlow: 67_000_000_000,
-        cashAndCashEquivalents: 40_000_000_000,
-        totalAssets: 110_000_000_000,
-        totalLiabilities: 36_000_000_000,
-        totalDebt: 9_000_000_000,
-        totalEquity: 74_000_000_000,
-        eps: 11.84,
-        dilutedShares: 2_450_000_000,
-      }],
-      quarterlyStatements: [{
-        date: "2026-03-31",
-        totalRevenue: 38_000_000_000,
-        grossProfit: 28_000_000_000,
-        operatingIncome: 22_000_000_000,
-        netIncome: 21_000_000_000,
-        ebitda: 23_000_000_000,
-        operatingCashFlow: 24_000_000_000,
-        freeCashFlow: 19_000_000_000,
-        cashAndCashEquivalents: 42_000_000_000,
-        totalAssets: 118_000_000_000,
-        totalLiabilities: 38_000_000_000,
-        totalDebt: 9_000_000_000,
-        totalEquity: 80_000_000_000,
-        eps: 3.4,
-        dilutedShares: 2_455_000_000,
-      }],
-      priceHistory: [],
-    };
-
-    const recentNews: NewsItem[] = [{
-      title: "NVIDIA unveils next platform",
-      source: "Example News",
-      url: "https://example.com/nvda-platform",
-      publishedAt: "2026-04-01T15:45:00.000Z" as unknown as Date,
-      summary: "Analysts expect the launch to expand datacenter demand.",
-    }];
-
-    const recentSecFilings: SecFilingItem[] = [{
-      accessionNumber: "0000000000-26-000001",
-      form: "8-K",
-      filingDate: "2026-03-31T00:00:00.000Z" as unknown as Date,
-      cik: "0001045810",
-      filingUrl: "https://www.sec.gov/Archives/example-8k",
-      primaryDocument: "nvda-8k.htm",
-      primaryDocDescription: "Current report announcing a product launch",
-      items: "2.02, 7.01",
-    }];
-
-    const report = await buildTickerReport({
-      symbol: "NVDA",
-      tickerFile: ticker,
-      financials,
-      config,
-      toBase: async (value) => value,
-      notes: "Conviction remains high.\nWatch gross margin guidance.",
-      recentNews,
-      recentSecFilings,
-    });
-
-    expect(report).toContain("Fundamentals");
-    expect(report).toContain("(+1.39%)");
-    expect(report).not.toContain("++1.39%");
-    expect(report).toContain("Operating Cash Flow");
-    expect(report).toContain("Latest Annual (2025-12-31)");
-    expect(report).toContain("Latest Quarter (2026-03-31)");
-    expect(report).toContain("Watchlists Growth");
-    expect(report).toContain("Designs GPUs and accelerated computing platforms.");
-    expect(report).toContain("Notes");
-    expect(report).toContain("Conviction remains high.");
-    expect(report).toContain("Recent News");
-    expect(report).toContain("NVIDIA unveils next platform");
-    expect(report).toContain("Example News");
-    expect(report).toContain("Apr 1, 2026");
-    expect(report).toContain("Recent SEC Filings");
-    expect(report).toContain("8-K | Mar 31, 2026");
-    expect(report).toContain("Current report announcing a product launch");
-  });
-});
-
 describe("CLI search helpers", () => {
   test("merges local ticker matches with provider company search results", async () => {
     const candidates = await searchCandidatesForCli({

package/src/components/chart/comparison/renderer.ts

@@ -22,7 +22,6 @@ import {
   getScaledComparisonY,
   getSelectedComparisonSeries,
   type ComparisonChartColors,
-  type ComparisonChartScene,
   type RenderComparisonChartOptions,
 } from "./scene";
 

package/src/components/chart/comparison-stock-chart/render-output.ts

@@ -1,5 +1,4 @@
 import { useMemo } from "react";
-import type { DisplayCursorState } from "../core/pointer";
 import type { ComparisonChartProjection } from "../comparison/data";
 import {
   buildComparisonChartScene,
@@ -8,16 +7,14 @@ import {
   type ComparisonChartScene,
   type RenderComparisonChartResult,
 } from "../comparison/renderer";
-import type { ChartAxisMode, ChartMarketSession, ResolvedChartRenderer } from "../core/types";
+import type { ChartMarketSession, ResolvedChartRenderer } from "../core/types";
 
 type ComparisonChartColors = Parameters<typeof buildComparisonChartScene>[1]["colors"];
 
 interface UseComparisonChartRenderOutputOptions {
-  axisMode: ChartAxisMode;
   chartColors: ComparisonChartColors;
   chartHeight: number;
   chartWidth: number;
-  displayCursor: DisplayCursorState;
   displayCursorX: number | null;
   displayCursorY: number | null;
   effectiveRenderer: ResolvedChartRenderer;
@@ -34,22 +31,20 @@ interface UseComparisonChartRenderOutputResult {
   cursorRow: number | null;
   cursorTimeAxisColumn: number | null;
   cursorTimeAxisDate: Date | null;
-  displayScene: ComparisonChartScene;
+  displayScene: ComparisonChartScene | null;
   hasDisplayCursor: boolean;
   legendActiveIndex: number | null;
   result: RenderComparisonChartResult;
   staticResult: RenderComparisonChartResult;
-  staticScene: ComparisonChartScene;
+  staticScene: ComparisonChartScene | null;
   timeAxisLabel: string;
   visiblePriceRange: number | undefined;
 }
 
 export function useComparisonChartRenderOutput({
-  axisMode,
   chartColors,
   chartHeight,
   chartWidth,
-  displayCursor,
   displayCursorX,
   displayCursorY,
   effectiveRenderer,

package/src/components/chart/comparison-stock-chart/view.tsx

@@ -402,11 +402,9 @@ function ComparisonStockChartView({
     staticScene,
     timeAxisLabel,
   } = useComparisonChartRenderOutput({
-    axisMode,
     chartColors,
     chartHeight,
     chartWidth,
-    displayCursor,
     displayCursorX,
     displayCursorY,
     effectiveRenderer,

package/src/components/chart/core/index.test.ts

@@ -918,30 +918,6 @@ describe("renderChart", () => {
     }
   });
 
-  test("keeps the default area renderer stable", () => {
-    const projection = projectChartData(chartFixture, 12, undefined, false);
-    const result = renderChart(projection.points, {
-      width: 12,
-      height: 5,
-      showVolume: false,
-      volumeHeight: 0,
-      cursorX: null,
-      cursorY: null,
-      mode: projection.effectiveMode,
-      colors: palette,
-    });
-
-    expect(projection.requestedMode).toBe("area");
-    expect(projection.effectiveMode).toBe("area");
-    expect(textLines(result)).toEqual([
-      "⠁ ⡠⠔⢣ ⠁  ⠁  ",
-      "⠔⠊⣿⣿⠈⢆⠄  ⠄  ",
-      "⣿⣿⣿⣿⣿⠘⡄    ⡠",
-      "⣿⣿⣿⣿⣿⣿⠱⡀ ⢠⠊⣿",
-      "⣿⣿⣿⣿⣿⣿⣿⢣⠔⠁⣿⣿",
-    ]);
-  });
-
   test("formats y-axis labels as percent change when requested", () => {
     const projection = projectChartData(chartFixture, 12, "line", false);
     const result = renderChart(projection.points, {

package/src/components/chart/core/renderer.ts

@@ -2,20 +2,16 @@ import type { PixelBuffer } from "./types";
 import type { ProjectedChartPoint } from "./data";
 import { buildTimeAxis } from "./time-axis";
 import {
-  formatAxisCell,
   formatAxisValue,
-  formatCursorAxisValue,
   formatPriceWithCurrency,
   getAxisFractionDigitFloor,
   resolveAxisFractionDigits,
-  resolveChartAxisWidth,
 } from "./axis-format";
 import {
   bufferToBrailleLines,
   createPixelBuffer,
   drawCrosshair,
   drawGridLines,
-  drawLine,
   type StyledContent,
 } from "../rendering/pixel-buffer";
 import {

package/src/components/chart/core/resolution.test.ts

@@ -1,8 +1,6 @@
 import { describe, expect, test } from "bun:test";
 import {
   CHART_RESOLUTION_STEP_MS,
-  clampTimeRangeForResolution,
-  getActiveRangePreset,
   getBestSupportedResolutionForVisibleWindow,
   getExpandedBufferRange,
   getPresetResolution,
@@ -22,26 +20,11 @@ describe("chart-resolution", () => {
     expect(getPresetResolution("ALL")).toBe("1mo");
   });
 
-  test("derives the active range preset only for the exact reset preset pair", () => {
-    expect(getActiveRangePreset("1Y", "1d", 1, 0)).toBe("1Y");
-    expect(getActiveRangePreset("1Y", "auto", 1, 0)).toBeNull();
-    expect(getActiveRangePreset("1Y", "1d", 1.2, 0)).toBeNull();
-    expect(getActiveRangePreset("1Y", "1d", 1, 2)).toBeNull();
-  });
-
   test("checks whether a range preset is supported by the visible capability set", () => {
     expect(isRangePresetSupported("1Y", ["1d", "1wk"])).toBe(true);
     expect(isRangePresetSupported("ALL", ["1d", "1wk"])).toBe(false);
   });
 
-  test("clamps overly-wide ranges for manual intraday resolutions", () => {
-    expect(clampTimeRangeForResolution("5Y", "5m")).toBe("1W");
-    expect(clampTimeRangeForResolution("6M", "1h")).toBe("3M");
-    expect(clampTimeRangeForResolution("1M", "15m")).toBe("1M");
-    expect(clampTimeRangeForResolution("5Y", "1d")).toBe("5Y");
-    expect(clampTimeRangeForResolution("5Y", "auto")).toBe("5Y");
-  });
-
   test("expands buffers only toward wider supported ranges", () => {
     const support = new Map([
       ["1h", "3M"],

package/src/components/chart/core/resolution.ts

@@ -239,22 +239,6 @@ export function clampTimeRangeToMaxRange(range: TimeRange, maxRange: TimeRange):
   return isTimeRangeAtOrBelow(range, maxRange) ? range : maxRange;
 }
 
-export function clampTimeRangeForResolution(range: TimeRange, resolution: ChartResolution): TimeRange {
-  if (resolution === "auto") return range;
-  const maxRange = getSupportMaxRange(
-    normalizeChartResolutionSupport([{ resolution, maxRange: "ALL" }]),
-    resolution,
-  ) ?? "ALL";
-  const intrinsicMaxRange = resolution === "1m" || resolution === "5m"
-    ? "1W"
-    : resolution === "15m"
-      ? "1M"
-      : resolution === "30m" || resolution === "45m" || resolution === "1h"
-        ? "3M"
-        : "ALL";
-  return clampTimeRangeToMaxRange(range, minTimeRange(maxRange, intrinsicMaxRange));
-}
-
 export function isIntradayResolution(resolution: ManualChartResolution): boolean {
   return resolution === "1m"
     || resolution === "5m"
@@ -277,16 +261,6 @@ export function isRangePresetSupported(
   return maxRange !== null && isTimeRangeAtOrBelow(range, maxRange);
 }
 
-export function getActiveRangePreset(
-  range: TimeRange,
-  resolution: ChartResolution,
-  zoomLevel: number,
-  panOffset: number,
-): TimeRange | null {
-  if (zoomLevel !== 1 || panOffset !== 0) return null;
-  return RANGE_PRESET_RESOLUTION[range] === resolution ? range : null;
-}
-
 export function getWidestPresetForResolution(
   resolution: ManualChartResolution,
   maxRange: TimeRange,

package/src/components/chart/core/scroll.test.ts

@@ -3,10 +3,8 @@ import {
   applyBufferedPanExpansion,
   consumeScrollPanCellDelta,
   consumeScrollPanMovement,
-  getDragPanPointDelta,
   getDragPanWindowRatio,
   getKeyboardPanCellCount,
-  resolveDragPanOffset,
   resolveHorizontalScrollPanDirection,
 } from "./scroll";
 
@@ -34,11 +32,7 @@ describe("chart-scroll", () => {
 
   test("keeps keyboard pan small while matching drag to the visible window", () => {
     expect(getKeyboardPanCellCount(100)).toBe(2);
-    expect(getDragPanPointDelta(10, 100, 200)).toBe(20);
     expect(getDragPanWindowRatio(10, 100)).toBeCloseTo(0.1);
-    expect(resolveDragPanOffset(20, 10, 100, 200, 40)).toBe(40);
-    expect(resolveDragPanOffset(20, -10, 100, 200, 40)).toBe(0);
-    expect(resolveDragPanOffset(38, 10, 100, 200, 40)).toBe(40);
   });
 
   test("resolves wheel direction, cell delta, remainder, and ratio together", () => {

package/src/components/chart/core/scroll.ts

@@ -21,36 +21,14 @@ export interface ScrollPanMovement extends ScrollPanCellDelta {
   ratio: number;
 }
 
-function clamp(value: number, min: number, max: number): number {
-  return Math.max(min, Math.min(max, value));
-}
-
 export function getKeyboardPanCellCount(chartWidth: number): number {
   return Math.max(Math.round(chartWidth * KEYBOARD_PAN_WIDTH_RATIO), 1);
 }
 
-export function getDragPanPointDelta(deltaCells: number, chartWidth: number, visibleCount: number): number {
-  return Math.round((deltaCells / Math.max(chartWidth, 1)) * Math.max(visibleCount, 1) * DRAG_PAN_VISIBLE_RATIO);
-}
-
 export function getDragPanWindowRatio(deltaCells: number, chartWidth: number): number {
   return (deltaCells / Math.max(chartWidth, 1)) * DRAG_PAN_VISIBLE_RATIO;
 }
 
-export function resolveDragPanOffset(
-  startPanOffset: number,
-  deltaCells: number,
-  chartWidth: number,
-  visibleCount: number,
-  maxPanOffset: number,
-): number {
-  return clamp(
-    startPanOffset + getDragPanPointDelta(deltaCells, chartWidth, visibleCount),
-    0,
-    Math.max(maxPanOffset, 0),
-  );
-}
-
 export function consumeScrollPanCellDelta(
   chartWidth: number,
   delta: number | undefined,

package/src/components/chart/core/viewport.test.ts

@@ -1,28 +1,7 @@
 import { describe, expect, test } from "bun:test";
-import { getVisiblePointCount, RIGHT_EDGE_ANCHOR_RATIO, resolveAnchoredChartZoom } from "./viewport";
-
-describe("resolveAnchoredChartZoom", () => {
-  test("keeps keyboard zoom pinned to the latest data when anchored to the right edge", () => {
-    expect(resolveAnchoredChartZoom(252, 1, 0, 2, RIGHT_EDGE_ANCHOR_RATIO)).toEqual({
-      zoomLevel: 2,
-      panOffset: 0,
-    });
-  });
-
-  test("preserves the current right edge when zooming a panned view", () => {
-    expect(resolveAnchoredChartZoom(252, 2, 20, 3, RIGHT_EDGE_ANCHOR_RATIO)).toEqual({
-      zoomLevel: 3,
-      panOffset: 20,
-    });
-  });
-
-  test("still supports center-anchored zoom for pointer-driven interactions", () => {
-    expect(resolveAnchoredChartZoom(252, 1, 0, 2, 0.5)).toEqual({
-      zoomLevel: 2,
-      panOffset: 63,
-    });
-  });
+import { getVisiblePointCount } from "./viewport";
 
+describe("chart viewport", () => {
   test("allows zooming down to a two-point viewport", () => {
     expect(getVisiblePointCount(433, 1000)).toBe(2);
   });

package/src/components/chart/core/viewport.ts

@@ -22,30 +22,3 @@ export function getVisiblePointCount(totalPoints: number, zoomLevel: number): nu
   const clampedZoom = clampChartZoom(totalPoints, zoomLevel);
   return Math.min(totalPoints, Math.max(Math.floor(totalPoints / clampedZoom), MIN_VISIBLE_POINTS));
 }
-
-export function resolveAnchoredChartZoom(
-  totalPoints: number,
-  currentZoomLevel: number,
-  currentPanOffset: number,
-  nextZoomLevel: number,
-  anchorRatio: number,
-): { zoomLevel: number; panOffset: number } {
-  if (totalPoints <= 0) {
-    return { zoomLevel: 1, panOffset: 0 };
-  }
-
-  const clampedZoom = clampChartZoom(totalPoints, nextZoomLevel);
-  const currentVisibleCount = getVisiblePointCount(totalPoints, currentZoomLevel);
-  const nextVisibleCount = getVisiblePointCount(totalPoints, clampedZoom);
-  const currentPan = clamp(currentPanOffset, 0, Math.max(totalPoints - currentVisibleCount, 0));
-  const ratio = clamp(anchorRatio, 0, 1);
-  const anchorIndex = totalPoints - currentPan - currentVisibleCount + ratio * Math.max(currentVisibleCount - 1, 0);
-  const nextStart = Math.round(anchorIndex - ratio * Math.max(nextVisibleCount - 1, 0));
-  const clampedStart = clamp(nextStart, 0, Math.max(totalPoints - nextVisibleCount, 0));
-  const nextPanOffset = totalPoints - nextVisibleCount - clampedStart;
-
-  return {
-    zoomLevel: clampedZoom,
-    panOffset: clamp(nextPanOffset, 0, Math.max(totalPoints - nextVisibleCount, 0)),
-  };
-}

package/src/components/chart/market-session.ts

@@ -148,7 +148,7 @@ export function getChartMarketSessionKey(session: ChartMarketSession | null | un
 }
 
 export function resolveExtendedHoursBackgroundSpans(
-  values: readonly Array<Date | string | number>,
+  values: readonly (Date | string | number)[],
   session: ChartMarketSession | null | undefined,
 ): ChartSessionBackgroundSpan[] {
   if (!session) return [];

package/src/components/chart/native/surface/hooks.ts

@@ -71,8 +71,9 @@ export function useNativeChartSurfaceLifecycle({
 
   useEffect(() => {
     if (effectiveRenderer !== "kitty" || !nativeReady || !plotRef.current) return;
-    const plot = plotRef.current;
+    const plot = plotRef.current as BoxRenderable & { onLifecyclePass?: (() => void) | null };
     let mountTimer: ReturnType<typeof setTimeout> | null = null;
+    const previousLifecyclePass = plot.onLifecyclePass;
 
     const syncPlacement = () => {
       if (effectiveRenderer !== "kitty" || !nativeReady || !plotRef.current) return;
@@ -108,7 +109,11 @@ export function useNativeChartSurfaceLifecycle({
       );
     };
 
-    plot.onLifecyclePass = syncPlacement;
+    const lifecyclePass = () => {
+      previousLifecyclePass?.();
+      syncPlacement();
+    };
+    plot.onLifecyclePass = lifecyclePass;
     renderer.registerLifecyclePass(plot);
     syncPlacement();
     mountTimer = setTimeout(() => {
@@ -118,7 +123,9 @@ export function useNativeChartSurfaceLifecycle({
 
     return () => {
       if (mountTimer) clearTimeout(mountTimer);
-      plot.onLifecyclePass = null;
+      if (plot.onLifecyclePass === lifecyclePass) {
+        plot.onLifecyclePass = previousLifecyclePass;
+      }
       renderer.unregisterLifecyclePass(plot);
       lastGeometryRef.current = null;
     };

package/src/components/chart/stock-chart/data-runtime.ts

@@ -3,7 +3,6 @@ import type { InstrumentRef } from "../../../market-data/request-types";
 import type { DataProvider } from "../../../types/data-provider";
 import type { PricePoint, TickerFinancials } from "../../../types/financials";
 import { appendLiveQuotePoint, resolveStableOhlcProjectionOptions } from "../core/data";
-import type { DateWindowRange } from "../core/controller";
 import {
   getChartResolutionLabel,
   sortChartResolutions,

package/src/components/chart/stock-chart/viewport/effects.ts

@@ -1,5 +1,4 @@
 import { useEffect, useRef, type Dispatch, type MutableRefObject, type SetStateAction } from "react";
-import { applyBufferedPanExpansion } from "../../core/scroll";
 import {
   applyDateWindowViewport,
   buildVisibleDateWindow,
@@ -15,7 +14,6 @@ import {
   type StoredChartSelectionSyncState,
 } from "../../core/pane-settings";
 import {
-  getNextBufferRange,
   getSupportMaxRange,
   type ManualChartResolution,
 } from "../../core/resolution";
@@ -31,7 +29,6 @@ import type {
 import type { ChartCursorMotionKind } from "../../cursor-motion";
 import type { AutoRenderedView } from "../auto";
 import {
-  clearAutoViewportState,
   resolveViewportPresetSelection,
   resolveViewportStoredSelection,
   type PendingExpansionAction,