gloomberb 0.9.9 → 0.10.0

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

@@ -2,15 +2,9 @@ import type { ComponentType, ReactNode } from "react";
 import type { GloomPlugin, PaneProps } from "../../../types/plugin";
 import { apiClient } from "../../../api-client";
 import { createGloomberbCloudCapabilities, createGloomberbCloudProvider } from "../../../sources/gloomberb-cloud";
-import { chatController } from "../chat/controller";
-import { registerCloudAuthCommands } from "./auth-commands";
 import { AccountManagementPane } from "../account-management/pane";
 import { BuildoutPane } from "../buildout/pane";
-import {
-  CONGRESS_TRADES_PANE_ID,
-  CongressTradesPane,
-} from "../congress-trades/pane";
-import { registerTwitterFeedFeature } from "../cloud-tweets/registration";
+import { chatController } from "../chat/controller";
 import {
   buildDmCommandResults,
   formatChatPaneTitle,
@@ -20,138 +14,81 @@ import {
   openDmTargetFromCommand,
   parseDmUsernames,
 } from "../chat/channels";
+import {
+  CONGRESS_TRADES_PANE_ID,
+  CongressTradesPane,
+} from "../congress-trades/pane";
+import { registerTwitterFeedFeature } from "../cloud-tweets/registration";
+import { composeBuiltinPlugin, type PluginModule } from "../plugin-module";
+import { registerCloudAuthCommands } from "./auth-commands";
 
 interface GloomberbCloudPluginComponents {
   ChatPane: (props: PaneProps) => ReactNode;
   ChatStatusWidget: ComponentType;
 }
 
-export function createGloomberbCloudPlugin({
-  ChatPane,
-  ChatStatusWidget,
-}: GloomberbCloudPluginComponents): GloomPlugin {
+function createCloudDataModule(): PluginModule {
   return {
-    id: "gloomberb-cloud",
-    name: "Gloom Cloud",
-    version: "1.0.0",
-    description: "Free market, macro, and chat services. Chat requires signup.",
-    toggleable: true,
-    order: 10,
     capabilities: createGloomberbCloudCapabilities(createGloomberbCloudProvider()),
-    paneTemplates: [
-      {
-        id: "new-chat-pane",
-        paneId: "chat",
-        label: "New Chat Pane",
-        description: "Open another floating chat window",
-        keywords: ["new", "chat", "pane", "message"],
-        shortcut: { prefix: "CHAT", argPlaceholder: "channel", argKind: "text" },
-        createInstance: async (context, options) => {
-          const channelId = options?.arg
-            ? await chatController.resolveRequiredChannelId(normalizeShortcutChannelId(options.arg))
-            : await chatController.resolvePreferredChannelId(
-              getPreferredChatOpenChannelId(context.config, chatController.getSnapshot()),
-            );
-          const channel = chatController.getChannels().find((entry) => entry.id === channelId);
-          return {
-            placement: "floating",
-            title: formatChatPaneTitle(channel, channelId),
-            settings: { channelId },
-          };
-        },
-      },
-      {
-        id: "account-management-pane",
-        paneId: "account-management",
-        label: "Account Management",
-        description: "Edit your Gloom Cloud profile, password, and public portfolio sharing settings",
-        keywords: ["account", "profile", "cloud", "acm", "password", "settings"],
-        shortcut: { prefix: "ACM" },
-        createInstance: () => ({
-          placement: "floating",
-        }),
-      },
-      {
-        id: "buildout-pane",
-        paneId: "buildout",
-        label: "TheBuildout",
-        description: "Open TheBuildout infrastructure intelligence.",
-        keywords: ["tbo", "buildout", "thebuildout", "infrastructure", "sites", "intel"],
-        shortcut: { prefix: "TBO" },
-        createInstance: () => ({
-          placement: "floating",
-        }),
-      },
-      {
-        id: "congress-trades-pane",
-        paneId: CONGRESS_TRADES_PANE_ID,
-        label: "Congress Trades",
-        description: "Track newly disclosed House periodic transaction reports.",
-        keywords: ["congress", "house", "trades", "ptr", "stock", "disclosures"],
-        shortcut: { prefix: "CG" },
-        createInstance: () => ({
-          placement: "floating",
-        }),
-      },
-    ],
-
-    slots: {
-      "status:widget": () => <ChatStatusWidget />,
-    },
-
     setup(ctx) {
-      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),
       });
+    },
+    dispose() {
+      apiClient.dispose();
+    },
+  };
+}
 
-      ctx.registerPane({
-        id: "chat",
-        name: "Chat",
-        icon: "C",
-        component: ChatPane,
-        defaultPosition: "right",
-        defaultMode: "floating",
-        defaultFloatingSize: { width: 80, height: 30 },
-      });
-
-      ctx.registerPane({
-        id: "account-management",
-        name: "ACM",
-        icon: "A",
-        component: AccountManagementPane,
-        defaultPosition: "right",
-        defaultMode: "floating",
-        defaultFloatingSize: { width: 72, height: 36 },
-      });
-
-      ctx.registerPane({
-        id: "buildout",
-        name: "TheBuildout",
-        icon: "T",
-        component: BuildoutPane,
-        defaultPosition: "right",
-        defaultMode: "floating",
-        defaultFloatingSize: { width: 110, height: 34 },
-      });
-
-      ctx.registerPane({
-        id: CONGRESS_TRADES_PANE_ID,
-        name: "Congress",
-        icon: "G",
-        component: CongressTradesPane,
-        defaultPosition: "right",
-        defaultMode: "floating",
-        defaultFloatingSize: { width: 112, height: 30 },
-      });
-
-      registerTwitterFeedFeature(ctx);
-
+function createChatModule(
+  ChatPane: GloomberbCloudPluginComponents["ChatPane"],
+  ChatStatusWidget: GloomberbCloudPluginComponents["ChatStatusWidget"],
+): PluginModule {
+  return {
+    panes: [{
+      id: "chat",
+      name: "Chat",
+      icon: "C",
+      component: ChatPane,
+      defaultPosition: "right",
+      defaultMode: "floating",
+      defaultFloatingSize: { width: 80, height: 30 },
+    }],
+    paneTemplates: [{
+      id: "new-chat-pane",
+      paneId: "chat",
+      label: "New Chat Pane",
+      description: "Open another floating chat window",
+      keywords: ["new", "chat", "pane", "message"],
+      shortcut: { prefix: "CHAT", argPlaceholder: "channel", argKind: "text" },
+      createInstance: async (context, options) => {
+        const channelId = options?.arg
+          ? await chatController.resolveRequiredChannelId(normalizeShortcutChannelId(options.arg))
+          : await chatController.resolvePreferredChannelId(
+            getPreferredChatOpenChannelId(context.config, chatController.getSnapshot()),
+          );
+        const channel = chatController.getChannels().find((entry) => entry.id === channelId);
+        const targetMessageId = options?.values?.messageId?.trim() || null;
+        return {
+          placement: "floating",
+          title: formatChatPaneTitle(channel, channelId),
+          settings: {
+            channelId,
+            ...(targetMessageId ? { targetMessageId } : {}),
+          },
+        };
+      },
+    }],
+    slots: {
+      "status:widget": () => <ChatStatusWidget />,
+    },
+    setup(ctx) {
+      chatController.attachPersistence(ctx.persistence, ctx.resume);
+      chatController.setNotifier(ctx.notify);
       ctx.registerCommand({
         id: "direct-message",
         label: "DM",
@@ -174,13 +111,99 @@ export function createGloomberbCloudPlugin({
           await openDmTargetFromCommand(ctx, usernames);
         },
       });
-
-      registerCloudAuthCommands(ctx);
     },
-
     dispose() {
       chatController.dispose();
-      apiClient.dispose();
     },
   };
 }
+
+const accountModule: PluginModule = {
+  panes: [{
+    id: "account-management",
+    name: "ACM",
+    icon: "A",
+    component: AccountManagementPane,
+    defaultPosition: "right",
+    defaultMode: "floating",
+    defaultFloatingSize: { width: 72, height: 36 },
+  }],
+  paneTemplates: [{
+    id: "account-management-pane",
+    paneId: "account-management",
+    label: "Account Management",
+    description: "Edit your Gloom Cloud profile, password, and public portfolio sharing settings",
+    keywords: ["account", "profile", "cloud", "acm", "password", "settings"],
+    shortcut: { prefix: "ACM" },
+    createInstance: () => ({ placement: "floating" }),
+  }],
+  setup: registerCloudAuthCommands,
+};
+
+const buildoutModule: PluginModule = {
+  panes: [{
+    id: "buildout",
+    name: "TheBuildout",
+    icon: "T",
+    component: BuildoutPane,
+    defaultPosition: "right",
+    defaultMode: "floating",
+    defaultFloatingSize: { width: 110, height: 34 },
+  }],
+  paneTemplates: [{
+    id: "buildout-pane",
+    paneId: "buildout",
+    label: "TheBuildout",
+    description: "Open TheBuildout infrastructure intelligence.",
+    keywords: ["tbo", "buildout", "thebuildout", "infrastructure", "sites", "intel"],
+    shortcut: { prefix: "TBO" },
+    createInstance: () => ({ placement: "floating" }),
+  }],
+};
+
+const congressTradesModule: PluginModule = {
+  panes: [{
+    id: CONGRESS_TRADES_PANE_ID,
+    name: "Congress",
+    icon: "G",
+    component: CongressTradesPane,
+    defaultPosition: "right",
+    defaultMode: "floating",
+    defaultFloatingSize: { width: 112, height: 30 },
+  }],
+  paneTemplates: [{
+    id: "congress-trades-pane",
+    paneId: CONGRESS_TRADES_PANE_ID,
+    label: "Congress Trades",
+    description: "Track newly disclosed House periodic transaction reports.",
+    keywords: ["congress", "house", "trades", "ptr", "stock", "disclosures"],
+    shortcut: { prefix: "CG" },
+    createInstance: () => ({ placement: "floating" }),
+  }],
+};
+
+const twitterModule: PluginModule = {
+  setup: registerTwitterFeedFeature,
+};
+
+export function createGloomberbCloudPlugin({
+  ChatPane,
+  ChatStatusWidget,
+}: GloomberbCloudPluginComponents): GloomPlugin {
+  return composeBuiltinPlugin({
+    id: "gloomberb-cloud",
+    name: "Gloom Cloud",
+    version: "1.0.0",
+    description: "Free market, macro, and chat services. Chat requires signup.",
+    toggleable: true,
+    order: 10,
+    modules: [
+      createCloudDataModule(),
+      createChatModule(ChatPane, ChatStatusWidget),
+      accountModule,
+      buildoutModule,
+      congressTradesModule,
+      twitterModule,
+    ],
+  });
+}

package/src/plugins/builtin/composite-plugins.ts

@@ -0,0 +1,71 @@
+import { portfolioAnalyticsModule } from "./analytics";
+import { brokerManagerModule } from "./broker-manager";
+import { changelogModule } from "./changelog";
+import { correlationModule } from "./correlation";
+import { economicCalendarModule } from "./econ";
+import { earningsModule } from "./earnings";
+import { fearGreedModule } from "./fear-greed";
+import { fxMatrixModule } from "./fx-matrix";
+import { helpModule } from "./help";
+import { positionSizerModule } from "./kelly-sizer";
+import { layoutManagerModule } from "./layout-manager";
+import { marketHeatmapModule } from "./market-heatmap";
+import { marketMoversModule } from "./market-movers";
+import { tvModule } from "./tv";
+import { composeBuiltinPlugin } from "./plugin-module";
+import { portfolioListModule } from "./portfolio-list";
+import { sectorsModule } from "./sectors";
+import { worldIndicesModule } from "./world-indices";
+import { yieldCurveModule } from "./yield-curve";
+
+export const applicationPlugin = composeBuiltinPlugin({
+  id: "application",
+  name: "Application",
+  version: "1.0.0",
+  description: "Core layout, help, and release information.",
+  modules: [layoutManagerModule, helpModule, changelogModule],
+});
+
+export const portfolioPlugin = composeBuiltinPlugin({
+  id: "portfolio",
+  name: "Portfolio",
+  version: "1.0.0",
+  description: "Portfolio and watchlist management, analytics, and position sizing.",
+  toggleable: true,
+  modules: [portfolioListModule, portfolioAnalyticsModule, positionSizerModule],
+});
+
+export const brokerPlugin = composeBuiltinPlugin({
+  id: "broker",
+  name: "Broker",
+  version: "1.0.0",
+  description: "Broker profiles, account sync, and connection status.",
+  toggleable: true,
+  modules: [brokerManagerModule],
+});
+
+export const marketOverviewPlugin = composeBuiltinPlugin({
+  id: "market-overview",
+  name: "Market Overview",
+  version: "1.0.0",
+  description: "Global indices, movers, sectors, FX, sentiment, and correlations.",
+  toggleable: true,
+  modules: [
+    correlationModule,
+    worldIndicesModule,
+    marketHeatmapModule,
+    marketMoversModule,
+    fearGreedModule,
+    sectorsModule,
+    fxMatrixModule,
+  ],
+});
+
+export const macroPlugin = composeBuiltinPlugin({
+  id: "macro",
+  name: "Macro",
+  version: "1.0.0",
+  description: "Economic calendar, yield curve, earnings calendar, and live financial TV.",
+  toggleable: true,
+  modules: [economicCalendarModule, yieldCurveModule, earningsModule, tvModule],
+});

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

@@ -11,7 +11,7 @@ import { cloneLayout, createDefaultConfig, TICKER_RESEARCH_PANE_ID } from "../..
 import type { TickerRecord } from "../../../types/ticker";
 import { createTestPluginRuntime } from "../../../test-support/plugin-runtime";
 import { PluginRenderProvider, type PluginRuntimeAccess } from "../../runtime";
-import { correlationPlugin } from ".";
+import { correlationModule } from ".";
 
 const TEST_PANE_ID = "correlation:test";
 
@@ -61,7 +61,7 @@ function CorrelationHarness({ runtime }: { runtime: PluginRuntimeAccess }) {
     ["MSFT", makeTicker("MSFT")],
   ]);
 
-  const CorrelationPane = correlationPlugin.panes?.[0]?.component as (props: {
+  const CorrelationPane = correlationModule.panes?.[0]?.component as (props: {
     paneId: string;
     paneType: string;
     focused: boolean;
@@ -72,7 +72,7 @@ function CorrelationHarness({ runtime }: { runtime: PluginRuntimeAccess }) {
   return (
     <AppContext value={{ state, dispatch: () => {} }}>
       <PaneInstanceProvider paneId={TEST_PANE_ID}>
-        <PluginRenderProvider pluginId="correlation" runtime={runtime}>
+        <PluginRenderProvider pluginId="market-overview" runtime={runtime}>
           <Box width={60} height={8}>
             <CorrelationPane
               paneId={TEST_PANE_ID}
@@ -98,7 +98,7 @@ afterEach(async () => {
   testSetup = undefined;
 });
 
-describe("correlationPlugin", () => {
+describe("correlationModule", () => {
   test("opens tickers from row and column labels", async () => {
     const opened: Array<{ symbol: string; options: { floating?: boolean; paneType?: string } | undefined }> = [];
     const runtime = createTestPluginRuntime({

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

@@ -1,7 +1,8 @@
 import { Box, ScrollBox, Text } from "../../../ui";
 import { useCallback, useMemo, useState } from "react";
 import { usePaneFooter } from "../../../components";
-import type { GloomPlugin, PaneProps } from "../../../types/plugin";
+import type { PaneProps } from "../../../types/plugin";
+import type { PluginModule } from "../plugin-module";
 import { TICKER_RESEARCH_PANE_ID } from "../../../types/config";
 import { colors } from "../../../theme/colors";
 import { usePluginTickerActions } from "../../runtime";
@@ -217,13 +218,7 @@ function CorrelationMatrixPane({ width, height }: PaneProps) {
   );
 }
 
-export const correlationPlugin: GloomPlugin = {
-  id: "correlation",
-  name: "Correlation Matrix",
-  version: "1.0.0",
-  description: "NxN Pearson correlation matrix for tickers in portfolios/watchlists",
-  toggleable: true,
-
+export const correlationModule: PluginModule = {
   panes: [
     {
       id: "correlation",

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

@@ -1,9 +1,9 @@
-import { useCallback, useEffect, useMemo, useState } from "react";
+import { useCallback, useEffect, useMemo, useRef, useState } from "react";
 import { DataTableView, usePaneFooter, type DataTableKeyEvent } from "../../../components";
-import type { GloomPlugin, PaneProps } from "../../../types/plugin";
+import type { PaneProps } from "../../../types/plugin";
+import type { PluginModule } from "../plugin-module";
 import type { EarningsEvent } from "../../../types/data-provider";
-import { useAppSelector, getFocusedCollectionId, usePaneInstance } from "../../../state/app/context";
-import { getCollectionTickers } from "../../../state/selectors";
+import { useAppSelector, usePaneInstance } from "../../../state/app/context";
 import { parseTickerListInput, formatTickerListInput } from "../../../tickers/list";
 import { useAssetData, usePluginPaneState, usePluginTickerActions } from "../../runtime";
 import {
@@ -13,8 +13,10 @@ import {
 } from "./data/cache";
 import {
   groupEarningsByRelativeDate,
+  resolveEarningsCollectionId,
   resolveEarningsMonitorSymbols,
   scopedSymbolsFromSettings,
+  trackedEarningsSymbols,
   type EarningsDisplayRow,
   type EarningsEventDisplayRow,
 } from "./model";
@@ -33,16 +35,21 @@ function EarningsCalendarPane({ focused, width, height }: PaneProps) {
   const [loading, setLoading] = useState(false);
   const [error, setError] = useState<string | null>(null);
   const [selectedIdx, setSelectedIdx] = usePluginPaneState<number>("selectedIdx", 0);
+  const requestIdRef = useRef(0);
 
-  const state = useAppSelector((current) => current);
-  const collectionId = getFocusedCollectionId(state);
+  const tickers = useAppSelector((state) => state.tickers);
+  const legacyCollectionId = useAppSelector((state) => (
+    state.config.portfolios[0]?.id ?? state.config.watchlists[0]?.id ?? null
+  ));
   const scopedSymbols = useMemo(() => scopedSymbolsFromSettings(pane?.settings), [pane?.settings]);
-  const fallbackTickerSymbols = useMemo(() => {
-    if (collectionId) {
-      return getCollectionTickers(state, collectionId).map((ticker) => ticker.metadata.ticker);
-    }
-    return [...state.tickers.values()].map((ticker) => ticker.metadata.ticker);
-  }, [state.tickers, collectionId]);
+  const scopedCollectionId = useMemo(
+    () => resolveEarningsCollectionId(pane?.settings, legacyCollectionId),
+    [legacyCollectionId, pane?.settings],
+  );
+  const fallbackTickerSymbols = useMemo(
+    () => trackedEarningsSymbols(tickers.values(), scopedCollectionId),
+    [scopedCollectionId, tickers],
+  );
   const tickerSymbols = useMemo(
     () => resolveEarningsMonitorSymbols(scopedSymbols, fallbackTickerSymbols),
     [fallbackTickerSymbols, scopedSymbols],
@@ -59,6 +66,7 @@ function EarningsCalendarPane({ focused, width, height }: PaneProps) {
   const columns = useMemo(() => buildEarningsColumns(width), [width]);
 
   const reload = useCallback((force = false) => {
+    const requestId = ++requestIdRef.current;
     if (tickerSymbols.length === 0) {
       setEvents([]);
       setError(null);
@@ -70,12 +78,15 @@ function EarningsCalendarPane({ focused, width, height }: PaneProps) {
     setError(null);
     loadEarningsCalendar(dataProvider, tickerSymbols, { force })
       .then((data) => {
+        if (requestId !== requestIdRef.current) return;
         setEvents(data);
       })
       .catch((err) => {
+        if (requestId !== requestIdRef.current) return;
         setError(err instanceof Error ? err.message : String(err));
       })
       .finally(() => {
+        if (requestId !== requestIdRef.current) return;
         setLoading(false);
       });
   }, [dataProvider, tickerSymbols]);
@@ -84,6 +95,10 @@ function EarningsCalendarPane({ focused, width, height }: PaneProps) {
     reload(false);
   }, [reload]);
 
+  useEffect(() => () => {
+    requestIdRef.current += 1;
+  }, []);
+
   useEffect(() => {
     if (eventCount > 0 && selectedIdx >= eventCount) {
       setSelectedIdx(eventCount - 1);
@@ -150,13 +165,7 @@ function EarningsCalendarPane({ focused, width, height }: PaneProps) {
   );
 }
 
-export const earningsPlugin: GloomPlugin = {
-  id: "earnings-calendar",
-  name: "Earnings Calendar",
-  version: "1.0.0",
-  description: "Upcoming earnings dates for tracked tickers",
-  toggleable: true,
-
+export const earningsModule: PluginModule = {
   setup(ctx) {
     attachEarningsCalendarPersistence(ctx.persistence);
     ctx.registerCommand({
@@ -203,6 +212,11 @@ export const earningsPlugin: GloomPlugin = {
       description: "Upcoming earnings dates and estimates for your tickers.",
       keywords: ["earn", "earnings", "calendar", "eps", "revenue", "quarterly"],
       shortcut: { prefix: "ERN" },
+      createInstance: (context) => ({
+        settings: context.activeCollectionId
+          ? { collectionId: context.activeCollectionId }
+          : undefined,
+      }),
     },
     {
       id: "earnings-monitor-pane",
@@ -211,7 +225,7 @@ export const earningsPlugin: GloomPlugin = {
       description: "Upcoming earnings dates and estimates, optionally scoped to tickers.",
       keywords: ["earn", "earnings", "monitor", "em", "eps", "revenue"],
       canCreate: () => true,
-      createInstance: (_context, options) => {
+      createInstance: (context, options) => {
         const raw = options?.arg?.trim() ?? "";
         const symbols = raw ? parseTickerListInput(raw) : [];
         return {
@@ -222,7 +236,9 @@ export const earningsPlugin: GloomPlugin = {
               symbols,
               symbolsText: formatTickerListInput(symbols),
             }
-            : undefined,
+            : context.activeCollectionId
+              ? { collectionId: context.activeCollectionId }
+              : undefined,
         };
       },
     },

package/src/plugins/builtin/earnings/model.test.ts

@@ -0,0 +1,52 @@
+import { describe, expect, test } from "bun:test";
+import type { TickerRecord } from "../../../types/ticker";
+import { resolveEarningsCollectionId, trackedEarningsSymbols } from "./model";
+
+function ticker(
+  symbol: string,
+  portfolios: string[] = [],
+  watchlists: string[] = [],
+): TickerRecord {
+  return {
+    metadata: {
+      ticker: symbol,
+      exchange: "",
+      currency: "USD",
+      name: symbol,
+      portfolios,
+      watchlists,
+      positions: [],
+      custom: {},
+      tags: [],
+    },
+  };
+}
+
+describe("trackedEarningsSymbols", () => {
+  test("gives settings-less legacy panes one stable collection scope", () => {
+    expect(resolveEarningsCollectionId(undefined, "main")).toBe("main");
+    expect(resolveEarningsCollectionId({ collectionId: " watchlist " }, "main")).toBe("watchlist");
+    expect(resolveEarningsCollectionId({ collectionId: "" }, "main")).toBe("main");
+  });
+
+  test("excludes incidental cached tickers when no collection is focused", () => {
+    const tickers = [
+      ticker("CACHE"),
+      ticker("AAPL", ["main"]),
+      ticker("MSFT", [], ["watchlist"]),
+      ticker(" aapl ", ["main"], ["watchlist"]),
+    ];
+
+    expect(trackedEarningsSymbols(tickers, null)).toEqual(["AAPL", "MSFT"]);
+  });
+
+  test("limits symbols to the focused collection when available", () => {
+    const tickers = [
+      ticker("AAPL", ["main"]),
+      ticker("MSFT", ["broker"]),
+      ticker("NVDA", [], ["main"]),
+    ];
+
+    expect(trackedEarningsSymbols(tickers, "main")).toEqual(["AAPL", "NVDA"]);
+  });
+});

package/src/plugins/builtin/earnings/model.ts

@@ -1,4 +1,5 @@
 import type { EarningsEvent } from "../../../types/data-provider";
+import type { TickerRecord } from "../../../types/ticker";
 import { parseTickerListInput } from "../../../tickers/list";
 
 export type EarningsDisplayRow =
@@ -11,6 +12,37 @@ export function resolveEarningsMonitorSymbols(scopedSymbols: string[], fallbackS
   return scopedSymbols.length > 0 ? scopedSymbols : fallbackSymbols;
 }
 
+export function resolveEarningsCollectionId(
+  settings: Record<string, unknown> | undefined,
+  legacyFallbackId: string | null,
+): string | null {
+  const configuredId = settings?.collectionId;
+  if (typeof configuredId === "string" && configuredId.trim()) {
+    return configuredId.trim();
+  }
+  return legacyFallbackId;
+}
+
+export function trackedEarningsSymbols(
+  tickers: Iterable<TickerRecord>,
+  collectionId: string | null,
+): string[] {
+  const symbols = new Set<string>();
+
+  for (const ticker of tickers) {
+    const { metadata } = ticker;
+    const tracked = collectionId
+      ? metadata.portfolios.includes(collectionId) || metadata.watchlists.includes(collectionId)
+      : metadata.portfolios.length > 0 || metadata.watchlists.length > 0;
+    if (!tracked) continue;
+
+    const symbol = metadata.ticker.trim().toUpperCase();
+    if (symbol) symbols.add(symbol);
+  }
+
+  return [...symbols];
+}
+
 export function scopedSymbolsFromSettings(settings: Record<string, unknown> | undefined): string[] {
   const symbols = settings?.symbols;
   if (Array.isArray(symbols)) {