gloomberb 0.9.9 → 0.10.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +41 -3
- package/README.zh-CN.md +294 -0
- package/package.json +10 -4
- package/patches/@opentui%2Fcore@0.3.2.patch +26 -69
- package/src/api-client/auth.ts +2 -0
- package/src/api-client/index.test.ts +4 -0
- package/src/api-client/types.ts +3 -0
- package/src/app/pane-runtime/pane-settings-runtime.tsx +1 -0
- package/src/app/pane-template-dialog-wizard.test.tsx +36 -0
- package/src/app/pane-template-dialog-wizard.tsx +10 -3
- package/src/app/runtime/desktop-deeplink.test.ts +15 -0
- package/src/app/runtime/desktop-deeplink.ts +21 -6
- package/src/app.tsx +40 -33
- package/src/capabilities/service-capabilities.ts +7 -2
- package/src/cli/commands/automation.test.ts +202 -0
- package/src/cli/commands/automation.ts +153 -36
- package/src/cli/commands/market.ts +1 -14
- package/src/cli/commands/system.ts +4 -1
- package/src/cli/context.ts +1 -1
- package/src/cli/desktop-pane-shot.ts +65 -4
- package/src/cli/entry.ts +1 -1
- package/src/cli/pane-functions/capabilities.ts +532 -0
- package/src/cli/pane-functions/catalog.ts +39 -4
- package/src/cli/pane-functions/data.test.ts +17 -0
- package/src/cli/pane-functions/data.ts +55 -13
- package/src/cli/pane-functions/discovery.ts +36 -9
- package/src/cli/pane-functions/index.test.ts +104 -1
- package/src/cli/pane-functions/index.ts +64 -5
- package/src/cli/pane-functions/options.ts +21 -6
- package/src/cli/pane-functions/report.ts +735 -72
- package/src/cli/pane-functions/resolver.ts +70 -6
- package/src/cli/pane-functions/screenshot.test.ts +431 -0
- package/src/cli/pane-functions/screenshot.ts +952 -8
- package/src/components/chart/composite/column-layout.ts +215 -0
- package/src/components/chart/composite/composite-chart.test.tsx +630 -0
- package/src/components/chart/composite/composite-chart.tsx +1148 -0
- package/src/components/chart/composite/format.test.ts +137 -0
- package/src/components/chart/composite/format.ts +135 -0
- package/src/components/chart/composite/index.ts +38 -0
- package/src/components/chart/composite/interactions.test.ts +109 -0
- package/src/components/chart/composite/interactions.ts +247 -0
- package/src/components/chart/composite/price-series.test.ts +39 -0
- package/src/components/chart/composite/price-series.ts +78 -0
- package/src/components/chart/composite/rasterizer.ts +359 -0
- package/src/components/chart/composite/renderers.test.ts +610 -0
- package/src/components/chart/composite/scene.test.ts +464 -0
- package/src/components/chart/composite/scene.ts +553 -0
- package/src/components/chart/composite/text-renderer.ts +285 -0
- package/src/components/chart/composite/time-scale.test.ts +88 -0
- package/src/components/chart/composite/time-scale.ts +217 -0
- package/src/components/chart/composite/types.ts +141 -0
- package/src/components/chart/core/data.ts +81 -5
- package/src/components/chart/core/index.test.ts +128 -43
- package/src/components/chart/core/resolution.ts +0 -6
- package/src/components/chart/native/chart-rasterizer.ts +1 -3
- package/src/components/chart/native/kitty/index.test.ts +99 -120
- package/src/components/chart/native/kitty/manager.ts +3 -0
- package/src/components/chart/native/kitty/protocol.ts +4 -1
- package/src/components/chart/native/raster/crosshair.ts +79 -46
- package/src/components/chart/native/raster/types.ts +2 -11
- package/src/components/chart/native/surface/manager.ts +48 -3
- package/src/components/chart/price-axis-labels.tsx +18 -4
- package/src/components/command-bar/commands/direct/index.ts +25 -0
- package/src/components/command-bar/commands/registry.ts +9 -0
- package/src/components/command-bar/helpers.test.ts +4 -1
- package/src/components/command-bar/list/view.tsx +18 -6
- package/src/components/command-bar/multi-select-picker.tsx +6 -5
- package/src/components/command-bar/pane-settings.test.ts +141 -0
- package/src/components/command-bar/pane-settings.ts +61 -1
- package/src/components/command-bar/panel/body.tsx +7 -6
- package/src/components/command-bar/routes/root/command-items.ts +4 -4
- package/src/components/command-bar/routes/root/results.ts +10 -1
- package/src/components/command-bar/routes/root/selection.test.ts +54 -0
- package/src/components/command-bar/routes/root/selection.ts +13 -0
- package/src/components/command-bar/routing/actions.ts +18 -2
- package/src/components/command-bar/routing/list-state.ts +2 -1
- package/src/components/command-bar/surface/index.test.tsx +36 -4
- package/src/components/command-bar/surface/pane.test.tsx +93 -0
- package/src/components/command-bar/theme-picker.tsx +2 -1
- package/src/components/command-bar/view-model.ts +19 -20
- package/src/components/command-bar/workflow/body.tsx +2 -1
- package/src/components/command-bar/workflow/field-row.tsx +3 -2
- package/src/components/command-bar/workflow/fields.ts +4 -2
- package/src/components/command-bar/workflow/ops.test.ts +161 -0
- package/src/components/command-bar/workflow/ops.ts +20 -50
- package/src/components/command-bar/workflow/route-actions.test.ts +34 -0
- package/src/components/command-bar/workflow/route-actions.ts +4 -0
- package/src/components/command-bar/workflow/types.ts +1 -0
- package/src/components/feed-data-table/stack-view.tsx +6 -5
- package/src/components/index.ts +13 -1
- package/src/components/layout/detached-pane-shell.tsx +2 -1
- package/src/components/layout/floating-pane.tsx +3 -0
- package/src/components/layout/header.tsx +15 -8
- package/src/components/layout/pane/footer/index.test.tsx +22 -3
- package/src/components/layout/pane/footer/index.tsx +3 -1
- package/src/components/layout/pane/footer/model.ts +9 -2
- package/src/components/layout/pane/header.tsx +4 -6
- package/src/components/layout/pane/index.tsx +3 -0
- package/src/components/layout/pane/sidebar.test.tsx +100 -0
- package/src/components/layout/pane/sidebar.tsx +239 -0
- package/src/components/layout/pane/title.ts +4 -3
- package/src/components/layout/shell/action-menu-overlay.tsx +5 -3
- package/src/components/layout/shell/drag/runtime.ts +2 -0
- package/src/components/layout/shell/menu.test.ts +19 -0
- package/src/components/layout/shell/menu.ts +8 -5
- package/src/components/layout/shell/native/pointer-runtime.ts +4 -1
- package/src/components/layout/shell/pane/layers.tsx +2 -2
- package/src/components/layout/status-bar.tsx +8 -7
- package/src/components/layout/window-controls.tsx +4 -3
- package/src/components/metric-treemap/index.tsx +3 -2
- package/src/components/onboarding/onboarding-steps.tsx +30 -29
- package/src/components/onboarding/onboarding-wizard.tsx +5 -4
- package/src/components/onboarding/portfolio-step/broker-fields-panel.tsx +15 -12
- package/src/components/onboarding/portfolio-step/broker-setup-panel.tsx +17 -16
- package/src/components/onboarding/portfolio-step/broker-sync-panel.tsx +6 -5
- package/src/components/onboarding/portfolio-step/choose-panel.tsx +5 -4
- package/src/components/pane-settings-dialog/desktop.tsx +25 -3
- package/src/components/pane-settings-dialog/field-dialogs.tsx +5 -4
- package/src/components/pane-settings-dialog/tui.tsx +11 -9
- package/src/components/pane-settings-dialog/value.ts +8 -5
- package/src/components/pane-settings-dialog.test.tsx +235 -0
- package/src/components/pane-settings-dialog.tsx +24 -0
- package/src/components/pane-template-wizard.tsx +6 -2
- package/src/components/ticker/list-table-view.tsx +3 -2
- package/src/components/ui/button.tsx +3 -1
- package/src/components/ui/choice-dialog.tsx +6 -1
- package/src/components/ui/confirm-dialog.tsx +3 -2
- package/src/components/ui/fields.tsx +10 -1
- package/src/components/ui/frame.tsx +4 -1
- package/src/components/ui/index.ts +5 -0
- package/src/components/ui/inline-quick-add.tsx +104 -0
- package/src/components/ui/list-view.tsx +5 -4
- package/src/components/ui/loading.tsx +2 -1
- package/src/components/ui/multi-select/dialog.tsx +188 -44
- package/src/components/ui/popover.tsx +10 -0
- package/src/components/ui/shortcut-hint.tsx +2 -0
- package/src/components/ui/status.tsx +4 -3
- package/src/components/ui/tabs.tsx +19 -8
- package/src/components/ui/toggle.tsx +44 -3
- package/src/components/ui/ui.test.tsx +67 -5
- package/src/core/app-services.ts +4 -6
- package/src/core/state/session-persistence.ts +3 -2
- package/src/data/config/chart-settings.ts +712 -0
- package/src/data/config/layout.ts +24 -5
- package/src/data/config/store/index.test.ts +377 -14
- package/src/data/config/store/normalize.ts +79 -65
- package/src/data/fred-series.ts +137 -0
- package/src/i18n/index.test.ts +114 -0
- package/src/i18n/index.ts +147 -0
- package/src/i18n/ja.ts +1013 -0
- package/src/i18n/ko.ts +1011 -0
- package/src/i18n/languages.test.ts +31 -0
- package/src/i18n/languages.ts +72 -0
- package/src/i18n/zh-cn.ts +1013 -0
- package/src/i18n/zh-tw.ts +1013 -0
- package/src/plugins/builtin/account-management/footer.ts +3 -2
- package/src/plugins/builtin/account-management/form-components.tsx +3 -2
- package/src/plugins/builtin/account-management/keyboard.ts +6 -0
- package/src/plugins/builtin/account-management/model.ts +25 -21
- package/src/plugins/builtin/account-management/navigation.test.ts +27 -0
- package/src/plugins/builtin/account-management/navigation.ts +24 -0
- package/src/plugins/builtin/account-management/pane.tsx +120 -85
- package/src/plugins/builtin/account-management/password-dialog.tsx +10 -9
- package/src/plugins/builtin/ai/agent-history.ts +139 -0
- package/src/plugins/builtin/ai/ask-ai-detail-tab.tsx +133 -51
- package/src/plugins/builtin/ai/ask-ai.test.tsx +83 -22
- package/src/plugins/builtin/ai/index.test.ts +302 -0
- package/src/plugins/builtin/ai/index.tsx +374 -40
- package/src/plugins/builtin/ai/pane-settings.test.ts +155 -0
- package/src/plugins/builtin/ai/pane-settings.ts +319 -0
- package/src/plugins/builtin/ai/pi/credential-store.test.ts +80 -0
- package/src/plugins/builtin/ai/pi/credential-store.ts +138 -0
- package/src/plugins/builtin/ai/pi/file-store.ts +138 -0
- package/src/plugins/builtin/ai/pi/host.test.ts +500 -0
- package/src/plugins/builtin/ai/pi/host.ts +564 -0
- package/src/plugins/builtin/ai/pi/index.ts +5 -0
- package/src/plugins/builtin/ai/pi/models-store.test.ts +44 -0
- package/src/plugins/builtin/ai/pi/models-store.ts +141 -0
- package/src/plugins/builtin/ai/pi/providers.ts +68 -0
- package/src/plugins/builtin/ai/pi/runtime.test.ts +240 -0
- package/src/plugins/builtin/ai/pi/runtime.ts +635 -0
- package/src/plugins/builtin/ai/providers.test.ts +68 -0
- package/src/plugins/builtin/ai/providers.ts +163 -38
- package/src/plugins/builtin/ai/runner-selection.test.ts +174 -0
- package/src/plugins/builtin/ai/runner-selection.ts +193 -0
- package/src/plugins/builtin/ai/runner-selector.tsx +153 -0
- package/src/plugins/builtin/ai/runner.test.ts +198 -0
- package/src/plugins/builtin/ai/runner.ts +276 -73
- package/src/plugins/builtin/ai/screener/contract.test.ts +26 -73
- package/src/plugins/builtin/ai/screener/contract.ts +14 -52
- package/src/plugins/builtin/ai/screener/editor-runtime.ts +55 -5
- package/src/plugins/builtin/ai/screener/editor.tsx +42 -36
- package/src/plugins/builtin/ai/screener/footer.ts +82 -67
- package/src/plugins/builtin/ai/screener/keyboard.ts +27 -11
- package/src/plugins/builtin/ai/screener/model.test.ts +24 -0
- package/src/plugins/builtin/ai/screener/model.ts +9 -3
- package/src/plugins/builtin/ai/screener/pane.test.tsx +142 -55
- package/src/plugins/builtin/ai/screener/pane.tsx +95 -97
- package/src/plugins/builtin/ai/screener/results-view.tsx +8 -41
- package/src/plugins/builtin/ai/screener/runner.ts +41 -25
- package/src/plugins/builtin/ai/screener/tabs-bar.tsx +2 -2
- package/src/plugins/builtin/ai/use-runtime-providers.ts +28 -0
- package/src/plugins/builtin/ai/workspace/model.test.ts +227 -0
- package/src/plugins/builtin/ai/workspace/model.ts +308 -0
- package/src/plugins/builtin/ai/workspace/pane.test.tsx +197 -0
- package/src/plugins/builtin/ai/workspace/pane.tsx +896 -0
- package/src/plugins/builtin/analytics/index.test.tsx +3 -3
- package/src/plugins/builtin/analytics/index.tsx +3 -8
- package/src/plugins/builtin/broker-manager/detail.tsx +25 -24
- package/src/plugins/builtin/broker-manager/index.test.tsx +1 -1
- package/src/plugins/builtin/broker-manager/index.tsx +9 -11
- package/src/plugins/builtin/broker-manager/model.ts +11 -10
- package/src/plugins/builtin/broker-manager/pane-actions.tsx +22 -21
- package/src/plugins/builtin/broker-manager/table.ts +9 -8
- package/src/plugins/builtin/changelog/index.tsx +3 -8
- package/src/plugins/builtin/chart-composer/chart-spec.ts +89 -0
- package/src/plugins/builtin/chart-composer/cli-options.ts +98 -0
- package/src/plugins/builtin/chart-composer/date-window-dialog.tsx +120 -0
- package/src/plugins/builtin/chart-composer/editor.test.tsx +332 -0
- package/src/plugins/builtin/chart-composer/editor.tsx +1107 -0
- package/src/plugins/builtin/chart-composer/index.tsx +228 -0
- package/src/plugins/builtin/chart-composer/pane.tsx +645 -0
- package/src/plugins/builtin/chart-composer/presets.test.ts +561 -0
- package/src/plugins/builtin/chart-composer/presets.ts +759 -0
- package/src/plugins/builtin/chart-composer/quick-add.test.tsx +245 -0
- package/src/plugins/builtin/chart-composer/quick-add.tsx +409 -0
- package/src/plugins/builtin/chart-composer/semantic.ts +86 -0
- package/src/plugins/builtin/chart-composer/series-catalog.test.ts +65 -0
- package/src/plugins/builtin/chart-composer/series-catalog.ts +295 -0
- package/src/plugins/builtin/chart-composer/settings.test.ts +163 -0
- package/src/plugins/builtin/chart-composer/settings.ts +397 -0
- package/src/plugins/builtin/chart-composer/shortcuts.test.ts +44 -0
- package/src/plugins/builtin/chart-composer/shortcuts.ts +35 -0
- package/src/plugins/builtin/chart-composer/use-series-catalog.ts +103 -0
- package/src/plugins/builtin/chat/channel-labels.ts +5 -4
- package/src/plugins/builtin/chat/channels.ts +12 -11
- package/src/plugins/builtin/chat/chat.test.tsx +32 -0
- package/src/plugins/builtin/chat/content/composer-runtime.ts +6 -1
- package/src/plugins/builtin/chat/content/composer.tsx +9 -8
- package/src/plugins/builtin/chat/content/index.tsx +36 -1
- package/src/plugins/builtin/chat/content/new-dm-dialog.tsx +8 -7
- package/src/plugins/builtin/chat/content/transcript.tsx +9 -3
- package/src/plugins/builtin/chat/controller/utils.ts +10 -9
- package/src/plugins/builtin/chat/message/desktop.tsx +17 -10
- package/src/plugins/builtin/chat/message/profile-popover.test.tsx +122 -3
- package/src/plugins/builtin/chat/message/profile-popover.tsx +38 -1
- package/src/plugins/builtin/chat/message/terminal.tsx +19 -10
- package/src/plugins/builtin/chat/pane-state.test.ts +31 -0
- package/src/plugins/builtin/chat/pane-state.ts +30 -0
- package/src/plugins/builtin/chat/pane.tsx +27 -4
- package/src/plugins/builtin/chat/profile-popover.ts +62 -5
- package/src/plugins/builtin/chat/sidebar.test.tsx +4 -7
- package/src/plugins/builtin/chat/sidebar.tsx +107 -168
- package/src/plugins/builtin/chat/test-harness.tsx +6 -0
- package/src/plugins/builtin/cloud/auth-actions.tsx +5 -4
- package/src/plugins/builtin/cloud/plugin.tsx +150 -127
- package/src/plugins/builtin/composite-plugins.ts +71 -0
- package/src/plugins/builtin/correlation/index.test.tsx +4 -4
- package/src/plugins/builtin/correlation/index.tsx +3 -8
- package/src/plugins/builtin/earnings/index.tsx +37 -21
- package/src/plugins/builtin/earnings/model.test.ts +52 -0
- package/src/plugins/builtin/earnings/model.ts +32 -0
- package/src/plugins/builtin/econ/detail-view.tsx +17 -4
- package/src/plugins/builtin/econ/fred-cache.test.ts +57 -11
- package/src/plugins/builtin/econ/index.tsx +16 -20
- package/src/plugins/builtin/fear-greed/index.tsx +2 -8
- package/src/plugins/builtin/fx-matrix/index.tsx +3 -8
- package/src/plugins/builtin/help/components.tsx +5 -4
- package/src/plugins/builtin/help/index.tsx +14 -17
- package/src/plugins/builtin/holders/index.tsx +2 -8
- package/src/plugins/builtin/insider/index.tsx +2 -7
- package/src/plugins/builtin/kelly-sizer/index.test.tsx +2 -2
- package/src/plugins/builtin/kelly-sizer/index.tsx +3 -7
- package/src/plugins/builtin/kelly-sizer/test-support.tsx +3 -3
- package/src/plugins/builtin/layout-manager/index.tsx +3 -7
- package/src/plugins/builtin/market-heatmap/index.tsx +3 -8
- package/src/plugins/builtin/market-movers/index.tsx +3 -8
- package/src/plugins/builtin/news/index.tsx +12 -16
- package/src/plugins/builtin/news/wire/breaking/pane.test.tsx +3 -3
- package/src/plugins/builtin/news/wire/index.tsx +83 -73
- package/src/plugins/builtin/options/index.tsx +2 -8
- package/src/plugins/builtin/plugin-module.test.ts +89 -0
- package/src/plugins/builtin/plugin-module.ts +116 -0
- package/src/plugins/builtin/portfolio-list/header.tsx +4 -3
- package/src/plugins/builtin/portfolio-list/index.test.ts +17 -0
- package/src/plugins/builtin/portfolio-list/index.tsx +3 -5
- package/src/plugins/builtin/portfolio-list/pane/index.test.tsx +3 -3
- package/src/plugins/builtin/portfolio-list/quick-add/index.tsx +53 -53
- package/src/plugins/builtin/portfolio-list/settings.ts +5 -3
- package/src/plugins/builtin/portfolio-list/summary/index.tsx +4 -3
- package/src/plugins/builtin/research/index.tsx +2 -8
- package/src/plugins/builtin/sec/index.tsx +2 -8
- package/src/plugins/builtin/sectors/index.tsx +3 -8
- package/src/plugins/builtin/thirteenf/index.tsx +3 -8
- package/src/plugins/builtin/thirteenf/pane.test.tsx +1 -1
- package/src/plugins/builtin/ticker-detail/chart-tab-switch.test.tsx +49 -23
- package/src/plugins/builtin/ticker-detail/index.test.tsx +15 -136
- package/src/plugins/builtin/ticker-detail/index.tsx +2 -93
- package/src/plugins/builtin/ticker-detail/overview/components.tsx +6 -5
- package/src/plugins/builtin/ticker-detail/overview-tab.tsx +41 -17
- package/src/plugins/builtin/ticker-detail/pane.tsx +4 -3
- package/src/plugins/builtin/ticker-detail/quote-monitor/index.test.tsx +1 -1
- package/src/plugins/builtin/ticker-detail/settings.ts +3 -50
- package/src/plugins/builtin/ticker-research-backend-plugin.ts +17 -0
- package/src/plugins/builtin/ticker-research-plugin.ts +27 -0
- package/src/plugins/builtin/tv/channels.ts +27 -0
- package/src/plugins/builtin/tv/index.tsx +40 -0
- package/src/plugins/builtin/tv/pane.tsx +286 -0
- package/src/plugins/builtin/tv/youtube-stream.ts +100 -0
- package/src/plugins/builtin/world-indices/index.tsx +3 -8
- package/src/plugins/builtin/yield-curve/index.tsx +8 -8
- package/src/plugins/catalog-backend.test.ts +21 -0
- package/src/plugins/catalog-backend.ts +42 -0
- package/src/plugins/catalog-ui.ts +6 -14
- package/src/plugins/ibkr/instance-selection.test.ts +0 -1
- package/src/plugins/ownership.ts +143 -0
- package/src/plugins/prediction-markets/backend-plugin.ts +19 -0
- package/src/plugins/prediction-markets/chart.test.tsx +7 -5
- package/src/plugins/prediction-markets/chart.tsx +25 -7
- package/src/plugins/registry/index.test.ts +51 -0
- package/src/plugins/registry/index.ts +8 -0
- package/src/plugins/registry/pane-settings.ts +1 -1
- package/src/plugins/runtime/index.test.tsx +2 -2
- package/src/remote/app-host.tsx +16 -3
- package/src/remote/controller.test.ts +102 -1
- package/src/remote/controller.ts +122 -0
- package/src/remote/types.ts +11 -0
- package/src/renderers/electrobun/bun/core-capabilities.ts +123 -27
- package/src/renderers/electrobun/bun/desktop/backend-requests.ts +5 -1
- package/src/renderers/electrobun/bun/desktop/initialization.ts +5 -1
- package/src/renderers/electrobun/bun/desktop/media.ts +15 -0
- package/src/renderers/electrobun/bun/desktop/window-style.ts +4 -1
- package/src/renderers/electrobun/bun/desktop/workspace/index.test.ts +32 -1
- package/src/renderers/electrobun/bun/desktop/workspace/index.ts +10 -0
- package/src/renderers/electrobun/bun/index.ts +5 -0
- package/src/renderers/electrobun/bun/tui-entry.ts +1 -6
- package/src/renderers/electrobun/view/ai-host.ts +124 -19
- package/src/renderers/electrobun/view/backend-rpc.ts +4 -0
- package/src/renderers/electrobun/view/cli-pane-shot-entry.tsx +151 -39
- package/src/renderers/electrobun/view/desktop/popover.tsx +166 -0
- package/src/renderers/electrobun/view/dialog-host.test.ts +25 -0
- package/src/renderers/electrobun/view/dialog-host.tsx +75 -12
- package/src/renderers/electrobun/view/host/box.tsx +5 -0
- package/src/renderers/electrobun/view/host/chart-surface.tsx +10 -9
- package/src/renderers/electrobun/view/host/input.tsx +9 -19
- package/src/renderers/electrobun/view/host/media-surface.tsx +170 -0
- package/src/renderers/electrobun/view/host/mouse.ts +1 -0
- package/src/renderers/electrobun/view/host/style.ts +1 -1
- package/src/renderers/electrobun/view/host/tabs.tsx +4 -3
- package/src/renderers/electrobun/view/main.tsx +10 -3
- package/src/renderers/electrobun/view/styles.css +17 -0
- package/src/renderers/electrobun/view/ui-host.tsx +7 -0
- package/src/renderers/opentui/chart-surface.test.tsx +52 -6
- package/src/renderers/opentui/chart-surface.tsx +95 -11
- package/src/renderers/opentui/dialog-host.tsx +36 -5
- package/src/renderers/opentui/host.tsx +39 -0
- package/src/renderers/opentui/start.tsx +30 -0
- package/src/renderers/opentui/ui-host.tsx +2 -0
- package/src/sources/provider-router/index.test.ts +43 -0
- package/src/sources/provider-router/index.ts +4 -0
- package/src/sources/provider-router/supplemental.ts +46 -0
- package/src/sources/sec-edgar.test.ts +203 -2
- package/src/sources/sec-edgar.ts +70 -15
- package/src/state/app/context/index.tsx +13 -1
- package/src/state/app/context/selector.test.tsx +62 -1
- package/src/state/session-persistence.test.ts +13 -2
- package/src/sync/controller.test.ts +190 -3
- package/src/sync/controller.ts +76 -45
- package/src/sync/core-contributors.test.ts +121 -0
- package/src/sync/core-contributors.ts +104 -27
- package/src/sync/react.ts +6 -8
- package/src/sync/types.ts +3 -0
- package/src/time-series/alignment.ts +158 -0
- package/src/time-series/economic.ts +49 -0
- package/src/time-series/field-catalog.ts +306 -0
- package/src/time-series/fundamentals.test.ts +505 -0
- package/src/time-series/fundamentals.ts +842 -0
- package/src/time-series/hooks.ts +45 -0
- package/src/time-series/index.ts +14 -0
- package/src/time-series/live-quotes.test.ts +219 -0
- package/src/time-series/live-quotes.ts +203 -0
- package/src/time-series/market-resolution.ts +53 -0
- package/src/time-series/market.ts +125 -0
- package/src/time-series/reporting.ts +98 -0
- package/src/time-series/resolve.test.ts +1281 -0
- package/src/time-series/resolve.ts +783 -0
- package/src/time-series/spec-studies.test.ts +400 -0
- package/src/time-series/spec.ts +487 -0
- package/src/time-series/studies.ts +563 -0
- package/src/time-series/transforms.test.ts +105 -0
- package/src/time-series/transforms.ts +152 -0
- package/src/time-series/types.ts +162 -0
- package/src/time-series/use-chart-resolution.ts +166 -0
- package/src/types/config.ts +9 -11
- package/src/types/desktop-window.ts +1 -0
- package/src/types/financials.ts +4 -0
- package/src/types/media.ts +17 -0
- package/src/types/plugin.ts +32 -1
- package/src/ui/context-menu.tsx +15 -3
- package/src/ui/dialog.tsx +14 -2
- package/src/ui/host.tsx +40 -1
- package/src/ui/index.tsx +9 -0
- package/src/utils/exchanges.test.ts +13 -1
- package/src/utils/exchanges.ts +10 -0
- package/src/utils/financial-statements.test.ts +138 -0
- package/src/utils/financial-statements.ts +115 -8
- package/src/utils/format.test.ts +11 -1
- package/src/utils/format.ts +7 -0
- package/src/version.ts +1 -1
- package/src/components/chart/bar-chart-renderer.test.ts +0 -233
- package/src/components/chart/bar-chart-renderer.ts +0 -445
- package/src/components/chart/comparison/data.test.ts +0 -159
- package/src/components/chart/comparison/data.ts +0 -302
- package/src/components/chart/comparison/renderer.test.ts +0 -187
- package/src/components/chart/comparison/renderer.ts +0 -282
- package/src/components/chart/comparison/scene.ts +0 -178
- package/src/components/chart/comparison-stock-chart/axis-width.ts +0 -99
- package/src/components/chart/comparison-stock-chart/canvas.ts +0 -148
- package/src/components/chart/comparison-stock-chart/controls.ts +0 -252
- package/src/components/chart/comparison-stock-chart/helpers.ts +0 -101
- package/src/components/chart/comparison-stock-chart/interactions.ts +0 -208
- package/src/components/chart/comparison-stock-chart/layout-metrics.ts +0 -62
- package/src/components/chart/comparison-stock-chart/layout.tsx +0 -155
- package/src/components/chart/comparison-stock-chart/legend.tsx +0 -74
- package/src/components/chart/comparison-stock-chart/native-surfaces.ts +0 -89
- package/src/components/chart/comparison-stock-chart/render-data.ts +0 -227
- package/src/components/chart/comparison-stock-chart/render-output.ts +0 -140
- package/src/components/chart/comparison-stock-chart/selection-runtime.ts +0 -128
- package/src/components/chart/comparison-stock-chart/sources.ts +0 -51
- package/src/components/chart/comparison-stock-chart/surface-runtime.ts +0 -159
- package/src/components/chart/comparison-stock-chart/toolbar.tsx +0 -117
- package/src/components/chart/comparison-stock-chart/types.ts +0 -22
- package/src/components/chart/comparison-stock-chart/view.tsx +0 -572
- package/src/components/chart/comparison-stock-chart/viewport-runtime.ts +0 -239
- package/src/components/chart/comparison-stock-chart.tsx +0 -24
- package/src/components/chart/core/axis-measure.ts +0 -33
- package/src/components/chart/core/controller.test.ts +0 -157
- package/src/components/chart/core/controller.ts +0 -349
- package/src/components/chart/core/indicator-selector.tsx +0 -75
- package/src/components/chart/core/keyboard.ts +0 -24
- package/src/components/chart/core/pane-settings.test.ts +0 -52
- package/src/components/chart/core/pane-settings.ts +0 -141
- package/src/components/chart/core/scroll.test.ts +0 -64
- package/src/components/chart/core/scroll.ts +0 -82
- package/src/components/chart/core/window-viewport.test.ts +0 -69
- package/src/components/chart/core/window-viewport.ts +0 -162
- package/src/components/chart/display-cursor.ts +0 -153
- package/src/components/chart/indicators/bands.test.ts +0 -36
- package/src/components/chart/indicators/bands.ts +0 -29
- package/src/components/chart/indicators/moving-averages.test.ts +0 -39
- package/src/components/chart/indicators/moving-averages.ts +0 -42
- package/src/components/chart/indicators/options.test.ts +0 -32
- package/src/components/chart/indicators/options.ts +0 -107
- package/src/components/chart/indicators/oscillators.test.ts +0 -58
- package/src/components/chart/indicators/oscillators.ts +0 -92
- package/src/components/chart/native/canvas-bitmaps.ts +0 -140
- package/src/components/chart/native/raster/comparison-chart.ts +0 -162
- package/src/components/chart/native/surface/hooks.ts +0 -144
- package/src/components/chart/native/surface/rendering.ts +0 -211
- package/src/components/chart/static/bar-chart-surface.test.tsx +0 -101
- package/src/components/chart/static/bar-chart-surface.tsx +0 -292
- package/src/components/chart/stock-chart/auto.ts +0 -216
- package/src/components/chart/stock-chart/axis-width.ts +0 -146
- package/src/components/chart/stock-chart/bitmaps.ts +0 -22
- package/src/components/chart/stock-chart/canvas.ts +0 -202
- package/src/components/chart/stock-chart/controls.tsx +0 -149
- package/src/components/chart/stock-chart/cursor.ts +0 -60
- package/src/components/chart/stock-chart/data-runtime.ts +0 -128
- package/src/components/chart/stock-chart/footer.test.ts +0 -65
- package/src/components/chart/stock-chart/footer.ts +0 -303
- package/src/components/chart/stock-chart/geometry.ts +0 -160
- package/src/components/chart/stock-chart/index.test.ts +0 -532
- package/src/components/chart/stock-chart/index.tsx +0 -29
- package/src/components/chart/stock-chart/indicators.ts +0 -226
- package/src/components/chart/stock-chart/interaction-runtime.ts +0 -44
- package/src/components/chart/stock-chart/interactions.ts +0 -300
- package/src/components/chart/stock-chart/keyboard.ts +0 -373
- package/src/components/chart/stock-chart/layout-metrics.ts +0 -62
- package/src/components/chart/stock-chart/layout.tsx +0 -177
- package/src/components/chart/stock-chart/native-surfaces.ts +0 -121
- package/src/components/chart/stock-chart/presentation.ts +0 -67
- package/src/components/chart/stock-chart/renderer-switch.test.tsx +0 -263
- package/src/components/chart/stock-chart/rendering/bounds.ts +0 -116
- package/src/components/chart/stock-chart/rendering/candidates.ts +0 -145
- package/src/components/chart/stock-chart/rendering/data.ts +0 -370
- package/src/components/chart/stock-chart/rendering/invalidation.ts +0 -68
- package/src/components/chart/stock-chart/rendering/output.ts +0 -304
- package/src/components/chart/stock-chart/rendering/planning.ts +0 -122
- package/src/components/chart/stock-chart/rendering/projection.test.tsx +0 -98
- package/src/components/chart/stock-chart/rendering/projection.ts +0 -112
- package/src/components/chart/stock-chart/rendering/state.test.ts +0 -70
- package/src/components/chart/stock-chart/rendering/state.ts +0 -283
- package/src/components/chart/stock-chart/requests.ts +0 -337
- package/src/components/chart/stock-chart/resolution-support.ts +0 -96
- package/src/components/chart/stock-chart/resolved/runtime.ts +0 -289
- package/src/components/chart/stock-chart/resolved.tsx +0 -359
- package/src/components/chart/stock-chart/settings.ts +0 -81
- package/src/components/chart/stock-chart/surface-runtime.ts +0 -62
- package/src/components/chart/stock-chart/types.ts +0 -25
- package/src/components/chart/stock-chart/view.tsx +0 -155
- package/src/components/chart/stock-chart/viewport/effects.ts +0 -293
- package/src/components/chart/stock-chart/viewport/index.ts +0 -144
- package/src/components/chart/stock-chart/viewport/runtime.ts +0 -375
- package/src/components/chart/time-axis-label.tsx +0 -175
- package/src/plugins/builtin/ai/gloomberb-cli.ts +0 -71
- package/src/plugins/builtin/ai/screener/action-bar.tsx +0 -58
- package/src/plugins/builtin/comparison-chart/index.test.tsx +0 -848
- package/src/plugins/builtin/comparison-chart/index.tsx +0 -194
- package/src/plugins/builtin/econ/fred-cache.ts +0 -106
- package/src/plugins/builtin/plugin-groups.ts +0 -130
- package/src/plugins/builtin/ticker-detail/chart-pane.tsx +0 -91
- package/src/plugins/builtin/ticker-detail/chart-tab.tsx +0 -100
- package/src/plugins/builtin/ticker-detail/data-panes/fundamental-graph/content.tsx +0 -296
- package/src/plugins/builtin/ticker-detail/data-panes/fundamental-graph/data.ts +0 -62
- package/src/plugins/builtin/ticker-detail/data-panes/fundamental-graph/model.ts +0 -608
- package/src/plugins/builtin/ticker-detail/data-panes/fundamental-graph/settings.ts +0 -65
- package/src/plugins/builtin/ticker-detail/data-panes/fundamental-graph/types.ts +0 -58
- package/src/plugins/builtin/ticker-detail/data-panes/fundamental-graph.tsx +0 -138
- package/src/plugins/builtin/ticker-detail/data-panes.test.ts +0 -220
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function publishCatalog(catalog: AiRuntimeCatalog): void {
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export async function installAiRunHost(
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host: AiRunHost,
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options: {
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setAiRunHost(host);
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|
+
const emptyCatalog: AiRuntimeCatalog = { providers: [], accounts: [], models: [] };
|
|
180
|
+
const catalog = await withDeadline(
|
|
181
|
+
Promise.resolve().then(() => host.getCatalog?.() ?? emptyCatalog),
|
|
182
|
+
options.catalogTimeoutMs,
|
|
183
|
+
options.timeoutMessage,
|
|
184
|
+
).catch((error) => {
|
|
185
|
+
try {
|
|
186
|
+
options.onCatalogError?.(error);
|
|
187
|
+
} catch {
|
|
188
|
+
// Logging must not turn optional provider discovery into a startup failure.
|
|
189
|
+
}
|
|
190
|
+
return emptyCatalog;
|
|
191
|
+
});
|
|
192
|
+
setAiRuntimeCatalog(catalog);
|
|
193
|
+
return getAiRuntimeCatalog();
|
|
32
194
|
}
|
|
33
195
|
|
|
34
|
-
function
|
|
35
|
-
|
|
36
|
-
|
|
37
|
-
cwd = typeof process !== "undefined" ? process.cwd() : ".",
|
|
38
|
-
onChunk,
|
|
39
|
-
}: {
|
|
40
|
-
provider: AiProvider;
|
|
41
|
-
prompt: string;
|
|
42
|
-
cwd?: string;
|
|
43
|
-
onChunk?: (output: string) => void;
|
|
44
|
-
}): AiRunController {
|
|
45
|
-
type BunSubprocess = ReturnType<typeof Bun.spawn>;
|
|
46
|
-
if (typeof Bun === "undefined" || typeof Bun.spawn !== "function") {
|
|
47
|
-
return {
|
|
48
|
-
done: Promise.reject(new Error("AI execution requires a native Bun host.")),
|
|
49
|
-
cancel: () => {},
|
|
50
|
-
};
|
|
51
|
-
}
|
|
196
|
+
export function setAiRuntimeCatalog(catalog: AiRuntimeCatalog): void {
|
|
197
|
+
publishCatalog(catalog);
|
|
198
|
+
}
|
|
52
199
|
|
|
53
|
-
|
|
54
|
-
|
|
55
|
-
|
|
56
|
-
|
|
57
|
-
|
|
58
|
-
|
|
59
|
-
|
|
60
|
-
stdout: "pipe",
|
|
61
|
-
stderr: "pipe",
|
|
62
|
-
});
|
|
63
|
-
processRef = proc;
|
|
64
|
-
|
|
65
|
-
const stderrPromise = new Response(proc.stderr).text().catch(() => "");
|
|
66
|
-
const stdoutReader = proc.stdout.getReader();
|
|
67
|
-
const decoder = new TextDecoder();
|
|
68
|
-
let fullOutput = "";
|
|
69
|
-
|
|
70
|
-
while (true) {
|
|
71
|
-
const { done: streamDone, value } = await stdoutReader.read();
|
|
72
|
-
if (streamDone) break;
|
|
73
|
-
if (cancelled) throw new AiRunCancelledError();
|
|
74
|
-
fullOutput += decoder.decode(value, { stream: true });
|
|
75
|
-
onChunk?.(fullOutput);
|
|
76
|
-
}
|
|
200
|
+
/**
|
|
201
|
+
* Stable snapshot for useSyncExternalStore. A new reference is published only
|
|
202
|
+
* when set/connect/disconnect replaces the catalog.
|
|
203
|
+
*/
|
|
204
|
+
export function getAiRuntimeCatalogSnapshot(): AiRuntimeCatalog {
|
|
205
|
+
return runtimeCatalog;
|
|
206
|
+
}
|
|
77
207
|
|
|
78
|
-
|
|
79
|
-
|
|
208
|
+
export function subscribeAiRuntimeCatalog(listener: CatalogListener): () => void {
|
|
209
|
+
catalogListeners.add(listener);
|
|
210
|
+
return () => {
|
|
211
|
+
catalogListeners.delete(listener);
|
|
212
|
+
};
|
|
213
|
+
}
|
|
80
214
|
|
|
81
|
-
|
|
82
|
-
|
|
83
|
-
|
|
84
|
-
|
|
215
|
+
/** Defensive copy for imperative consumers. */
|
|
216
|
+
export function getAiRuntimeCatalog(): AiRuntimeCatalog {
|
|
217
|
+
return cloneCatalog(runtimeCatalog);
|
|
218
|
+
}
|
|
85
219
|
|
|
86
|
-
|
|
87
|
-
|
|
88
|
-
|
|
89
|
-
|
|
220
|
+
export async function refreshAiRuntimeCatalog(): Promise<AiRuntimeCatalog> {
|
|
221
|
+
if (!configuredHost?.getCatalog) return getAiRuntimeCatalog();
|
|
222
|
+
publishCatalog(await configuredHost.getCatalog());
|
|
223
|
+
return getAiRuntimeCatalog();
|
|
224
|
+
}
|
|
225
|
+
|
|
226
|
+
export async function connectAiRuntimeProvider(
|
|
227
|
+
providerId: string,
|
|
228
|
+
authType?: AiRuntimeAuthType,
|
|
229
|
+
onAuthEvent?: (event: AiAuthProgressEvent) => void,
|
|
230
|
+
): Promise<AiRuntimeCatalog> {
|
|
231
|
+
if (!configuredHost?.connect) {
|
|
232
|
+
throw new Error("In-app AI account connections are unavailable in this renderer.");
|
|
233
|
+
}
|
|
234
|
+
const canonicalId = canonicalProviderId(providerId);
|
|
235
|
+
publishCatalog(await configuredHost.connect(canonicalId, authType, onAuthEvent));
|
|
236
|
+
return getAiRuntimeCatalog();
|
|
237
|
+
}
|
|
238
|
+
|
|
239
|
+
export async function disconnectAiRuntimeProvider(providerId: string): Promise<AiRuntimeCatalog> {
|
|
240
|
+
if (!configuredHost?.disconnect) {
|
|
241
|
+
throw new Error("In-app AI account disconnection is unavailable in this renderer.");
|
|
242
|
+
}
|
|
243
|
+
publishCatalog(await configuredHost.disconnect(canonicalProviderId(providerId)));
|
|
244
|
+
return getAiRuntimeCatalog();
|
|
245
|
+
}
|
|
246
|
+
|
|
247
|
+
export function isAiRunCancelled(error: unknown): boolean {
|
|
248
|
+
return error instanceof AiRunCancelledError;
|
|
249
|
+
}
|
|
90
250
|
|
|
91
|
-
|
|
92
|
-
|
|
251
|
+
export async function checkAiProviderStatus(
|
|
252
|
+
provider: AiProvider | AiProviderId,
|
|
253
|
+
): Promise<AiProviderStatusResult> {
|
|
254
|
+
const providerId = canonicalProviderId(typeof provider === "string" ? provider : provider.id);
|
|
255
|
+
if (configuredHost?.checkStatus) return configuredHost.checkStatus(providerId);
|
|
93
256
|
|
|
257
|
+
const account = runtimeCatalog.accounts.find((candidate) => candidate.providerId === providerId);
|
|
258
|
+
if (account?.connectionState === "connected") {
|
|
259
|
+
return { available: true, authenticated: true, message: null };
|
|
260
|
+
}
|
|
261
|
+
if (account?.connectionState === "error") {
|
|
262
|
+
return {
|
|
263
|
+
available: false,
|
|
264
|
+
authenticated: false,
|
|
265
|
+
inconclusive: true,
|
|
266
|
+
message: account.connectionLabel,
|
|
267
|
+
};
|
|
268
|
+
}
|
|
94
269
|
return {
|
|
95
|
-
|
|
96
|
-
|
|
97
|
-
|
|
98
|
-
try {
|
|
99
|
-
processRef?.kill();
|
|
100
|
-
} catch {
|
|
101
|
-
// ignore cleanup failures
|
|
102
|
-
}
|
|
103
|
-
},
|
|
270
|
+
available: false,
|
|
271
|
+
authenticated: false,
|
|
272
|
+
message: account?.connectionLabel ?? "AI provider is not connected.",
|
|
104
273
|
};
|
|
105
274
|
}
|
|
106
275
|
|
|
107
276
|
export function runAiPrompt({
|
|
108
|
-
|
|
277
|
+
providerId,
|
|
109
278
|
prompt,
|
|
110
|
-
|
|
279
|
+
messages,
|
|
280
|
+
agentMessages,
|
|
281
|
+
modelId,
|
|
111
282
|
onChunk,
|
|
283
|
+
onAgentMessages,
|
|
284
|
+
outputMode,
|
|
112
285
|
}: {
|
|
113
|
-
|
|
286
|
+
providerId: string;
|
|
114
287
|
prompt: string;
|
|
115
|
-
|
|
288
|
+
messages?: AiConversationMessage[];
|
|
289
|
+
agentMessages?: AiAgentHistoryMessage[];
|
|
290
|
+
modelId?: string;
|
|
116
291
|
onChunk?: (output: string) => void;
|
|
292
|
+
onAgentMessages?: (messages: AiAgentHistoryMessage[]) => void;
|
|
293
|
+
outputMode?: AiRunOutputMode;
|
|
117
294
|
}): AiRunController {
|
|
118
|
-
|
|
295
|
+
if (!configuredHost) {
|
|
296
|
+
return {
|
|
297
|
+
done: Promise.reject(new Error("The native AI runtime is unavailable in this renderer.")),
|
|
298
|
+
cancel: () => {},
|
|
299
|
+
};
|
|
300
|
+
}
|
|
301
|
+
|
|
302
|
+
let canonicalId: AiProviderId;
|
|
303
|
+
try {
|
|
304
|
+
canonicalId = canonicalProviderId(providerId);
|
|
305
|
+
} catch (error) {
|
|
306
|
+
return {
|
|
307
|
+
done: Promise.reject(error),
|
|
308
|
+
cancel: () => {},
|
|
309
|
+
};
|
|
310
|
+
}
|
|
311
|
+
|
|
312
|
+
return configuredHost.run({
|
|
313
|
+
providerId: canonicalId,
|
|
314
|
+
prompt,
|
|
315
|
+
messages,
|
|
316
|
+
agentMessages,
|
|
317
|
+
modelId,
|
|
318
|
+
onChunk,
|
|
319
|
+
onAgentMessages,
|
|
320
|
+
outputMode,
|
|
321
|
+
});
|
|
119
322
|
}
|
|
@@ -1,75 +1,44 @@
|
|
|
1
1
|
import { describe, expect, test } from "bun:test";
|
|
2
|
-
import { buildGloomberbCliInstructions, resolveGloomberbCliCommand } from "../gloomberb-cli";
|
|
3
2
|
import {
|
|
4
3
|
buildScreenerPrompt,
|
|
5
|
-
|
|
4
|
+
getScreenerPromptSignature,
|
|
5
|
+
matchesScreenerPromptSignature,
|
|
6
6
|
parseScreenerResponse,
|
|
7
7
|
} from "./contract";
|
|
8
|
-
import type { AiProvider } from "../providers";
|
|
9
|
-
|
|
10
|
-
const TEST_PROVIDER: AiProvider = {
|
|
11
|
-
id: "claude",
|
|
12
|
-
name: "Claude",
|
|
13
|
-
command: "claude",
|
|
14
|
-
available: true,
|
|
15
|
-
buildArgs: () => [],
|
|
16
|
-
};
|
|
17
8
|
|
|
18
9
|
describe("AI screener helpers", () => {
|
|
19
|
-
test("
|
|
20
|
-
|
|
21
|
-
|
|
22
|
-
|
|
23
|
-
|
|
24
|
-
|
|
25
|
-
|
|
26
|
-
|
|
27
|
-
|
|
28
|
-
|
|
29
|
-
|
|
30
|
-
|
|
31
|
-
|
|
32
|
-
|
|
33
|
-
|
|
34
|
-
|
|
35
|
-
|
|
36
|
-
hasCommand: () => false,
|
|
37
|
-
fileExists: (path) => path === "/tmp/project/src/index.tsx",
|
|
38
|
-
});
|
|
39
|
-
|
|
40
|
-
expect(command).toEqual({
|
|
41
|
-
argv: ["bun", "/tmp/project/src/index.tsx"],
|
|
42
|
-
display: "bun /tmp/project/src/index.tsx",
|
|
43
|
-
mode: "bun-source",
|
|
44
|
-
});
|
|
45
|
-
expect(buildGloomberbCliInstructions(command)).toContain("Inspect a portfolio or watchlist with: bun /tmp/project/src/index.tsx portfolio [name]");
|
|
10
|
+
test("includes the model override in run identity", () => {
|
|
11
|
+
expect(getScreenerPromptSignature("quality", "codex", "gpt-a"))
|
|
12
|
+
.not.toBe(getScreenerPromptSignature("quality", "codex", "gpt-b"));
|
|
13
|
+
expect(getScreenerPromptSignature("quality", "codex", ""))
|
|
14
|
+
.toBe(getScreenerPromptSignature("quality", "codex", null));
|
|
15
|
+
expect(matchesScreenerPromptSignature(
|
|
16
|
+
JSON.stringify(["codex", "quality"]),
|
|
17
|
+
"quality",
|
|
18
|
+
"codex",
|
|
19
|
+
null,
|
|
20
|
+
)).toBe(true);
|
|
21
|
+
expect(matchesScreenerPromptSignature(
|
|
22
|
+
JSON.stringify(["codex", "quality"]),
|
|
23
|
+
"quality",
|
|
24
|
+
"codex",
|
|
25
|
+
"gpt-custom",
|
|
26
|
+
)).toBe(false);
|
|
46
27
|
});
|
|
47
28
|
|
|
48
|
-
test("builds a screener prompt with the current date
|
|
29
|
+
test("builds a fresh screener prompt with the current date", () => {
|
|
49
30
|
const prompt = buildScreenerPrompt({
|
|
50
31
|
currentDate: "2026-04-01",
|
|
51
32
|
prompt: "Find profitable serial acquirers.",
|
|
52
|
-
provider: TEST_PROVIDER,
|
|
53
|
-
cliInstructions: [
|
|
54
|
-
"Useful commands: gloomberb help",
|
|
55
|
-
"Inspect a ticker with: gloomberb ticker <symbol>",
|
|
56
|
-
],
|
|
57
|
-
previousResults: [
|
|
58
|
-
{
|
|
59
|
-
symbol: "CSU",
|
|
60
|
-
exchange: "TSX",
|
|
61
|
-
reason: "Recurring software roll-up.",
|
|
62
|
-
resolvedName: "Constellation Software",
|
|
63
|
-
},
|
|
64
|
-
],
|
|
65
|
-
includePreviousResults: true,
|
|
66
33
|
});
|
|
67
34
|
|
|
68
35
|
expect(prompt).toContain("Today is 2026-04-01.");
|
|
69
|
-
expect(prompt).toContain("
|
|
70
|
-
expect(prompt).toContain("
|
|
71
|
-
expect(prompt).toContain("
|
|
72
|
-
expect(prompt).toContain("
|
|
36
|
+
expect(prompt).toContain("Use the available Gloomberb data tools");
|
|
37
|
+
expect(prompt).toContain("Submit the final structured screener result");
|
|
38
|
+
expect(prompt).not.toContain("already found");
|
|
39
|
+
expect(prompt).not.toContain("Prefer new names");
|
|
40
|
+
expect(prompt).not.toContain("CLI");
|
|
41
|
+
expect(prompt).not.toContain("raw JSON");
|
|
73
42
|
});
|
|
74
43
|
|
|
75
44
|
test("parses fenced JSON responses and normalizes ticker fields", () => {
|
|
@@ -98,20 +67,4 @@ describe("AI screener helpers", () => {
|
|
|
98
67
|
});
|
|
99
68
|
});
|
|
100
69
|
|
|
101
|
-
test("merges reruns by updating duplicates and appending new symbols", () => {
|
|
102
|
-
const merged = mergeScreenerResults(
|
|
103
|
-
[
|
|
104
|
-
{ symbol: "AAPL", exchange: "NASDAQ", reason: "Old reason", resolvedName: "Apple Inc." },
|
|
105
|
-
],
|
|
106
|
-
[
|
|
107
|
-
{ symbol: "AAPL", exchange: "NASDAQ", reason: "Updated reason", resolvedName: "Apple Inc." },
|
|
108
|
-
{ symbol: "MSFT", exchange: "NASDAQ", reason: "New result", resolvedName: "Microsoft Corp." },
|
|
109
|
-
],
|
|
110
|
-
);
|
|
111
|
-
|
|
112
|
-
expect(merged).toEqual([
|
|
113
|
-
{ symbol: "AAPL", exchange: "NASDAQ", reason: "Updated reason", resolvedName: "Apple Inc." },
|
|
114
|
-
{ symbol: "MSFT", exchange: "NASDAQ", reason: "New result", resolvedName: "Microsoft Corp." },
|
|
115
|
-
]);
|
|
116
|
-
});
|
|
117
70
|
});
|
|
@@ -1,4 +1,3 @@
|
|
|
1
|
-
import type { AiProvider } from "../providers";
|
|
2
1
|
import { truncateWithEllipsis } from "../../../../utils/text-wrap";
|
|
3
2
|
|
|
4
3
|
interface ScreenerCandidate {
|
|
@@ -57,49 +56,39 @@ export function deriveScreenerTitle(prompt: string): string {
|
|
|
57
56
|
return truncateWithEllipsis(normalized || "New Screener", 22);
|
|
58
57
|
}
|
|
59
58
|
|
|
60
|
-
export function getScreenerPromptSignature(prompt: string, providerId: string): string {
|
|
61
|
-
return JSON.stringify([providerId.trim(), prompt.trim()]);
|
|
59
|
+
export function getScreenerPromptSignature(prompt: string, providerId: string, modelId?: string | null): string {
|
|
60
|
+
return JSON.stringify([providerId.trim(), modelId?.trim() || null, prompt.trim()]);
|
|
61
|
+
}
|
|
62
|
+
|
|
63
|
+
export function matchesScreenerPromptSignature(
|
|
64
|
+
signature: string | null,
|
|
65
|
+
prompt: string,
|
|
66
|
+
providerId: string,
|
|
67
|
+
modelId?: string | null,
|
|
68
|
+
): boolean {
|
|
69
|
+
if (signature === getScreenerPromptSignature(prompt, providerId, modelId)) return true;
|
|
70
|
+
return !modelId?.trim() && signature === JSON.stringify([providerId.trim(), prompt.trim()]);
|
|
62
71
|
}
|
|
63
72
|
|
|
64
73
|
export function buildScreenerPrompt({
|
|
65
74
|
currentDate,
|
|
66
75
|
prompt,
|
|
67
|
-
provider,
|
|
68
|
-
cliInstructions,
|
|
69
|
-
previousResults,
|
|
70
|
-
includePreviousResults,
|
|
71
76
|
}: {
|
|
72
77
|
currentDate: string;
|
|
73
78
|
prompt: string;
|
|
74
|
-
provider: AiProvider;
|
|
75
|
-
cliInstructions: string[];
|
|
76
|
-
previousResults: ValidatedScreenerResult[];
|
|
77
|
-
includePreviousResults: boolean;
|
|
78
79
|
}): string {
|
|
79
80
|
const lines = [
|
|
80
81
|
`Today is ${currentDate}.`,
|
|
81
|
-
`You are running in the ${provider.name} CLI.`,
|
|
82
82
|
"",
|
|
83
83
|
"Find public-market tickers that match this screening prompt:",
|
|
84
84
|
prompt.trim(),
|
|
85
85
|
"",
|
|
86
|
-
"
|
|
87
|
-
...cliInstructions.map((instruction) => `- ${instruction}`),
|
|
86
|
+
"Use the available Gloomberb data tools to validate every company before submitting it.",
|
|
88
87
|
"",
|
|
89
88
|
];
|
|
90
89
|
|
|
91
|
-
if (includePreviousResults && previousResults.length > 0) {
|
|
92
|
-
lines.push("These tickers were already found for this exact screener. Prefer new names if you can validate them:");
|
|
93
|
-
for (const result of previousResults) {
|
|
94
|
-
lines.push(`- ${result.symbol} (${result.exchange}): ${result.reason}`);
|
|
95
|
-
}
|
|
96
|
-
lines.push("");
|
|
97
|
-
}
|
|
98
|
-
|
|
99
90
|
lines.push(
|
|
100
|
-
"
|
|
101
|
-
"Schema:",
|
|
102
|
-
'{ "title": "optional short title", "summary": "optional one-line summary", "tickers": [{ "symbol": "AAPL", "exchange": "NASDAQ", "reason": "concise reason" }] }',
|
|
91
|
+
"Submit the final structured screener result with an optional short title, an optional one-line summary, and the validated tickers.",
|
|
103
92
|
"Rules:",
|
|
104
93
|
"- Return at most 25 unique ticker candidates.",
|
|
105
94
|
"- Use uppercase symbols.",
|
|
@@ -145,30 +134,3 @@ export function parseScreenerResponse(raw: string): ParsedScreenerResponse {
|
|
|
145
134
|
tickers,
|
|
146
135
|
};
|
|
147
136
|
}
|
|
148
|
-
|
|
149
|
-
export function mergeScreenerResults(
|
|
150
|
-
previous: ValidatedScreenerResult[],
|
|
151
|
-
next: ValidatedScreenerResult[],
|
|
152
|
-
): ValidatedScreenerResult[] {
|
|
153
|
-
const nextBySymbol = new Map(next.map((result) => [result.symbol, result] as const));
|
|
154
|
-
const merged: ValidatedScreenerResult[] = [];
|
|
155
|
-
|
|
156
|
-
for (const result of previous) {
|
|
157
|
-
const replacement = nextBySymbol.get(result.symbol);
|
|
158
|
-
if (replacement) {
|
|
159
|
-
merged.push(replacement);
|
|
160
|
-
nextBySymbol.delete(result.symbol);
|
|
161
|
-
continue;
|
|
162
|
-
}
|
|
163
|
-
merged.push(result);
|
|
164
|
-
}
|
|
165
|
-
|
|
166
|
-
for (const result of next) {
|
|
167
|
-
if (nextBySymbol.has(result.symbol)) {
|
|
168
|
-
merged.push(result);
|
|
169
|
-
nextBySymbol.delete(result.symbol);
|
|
170
|
-
}
|
|
171
|
-
}
|
|
172
|
-
|
|
173
|
-
return merged;
|
|
174
|
-
}
|