@gloom-sh/terminal 0.18.5 → 0.19.1

package/src/api-client/ipo.ts

@@ -28,6 +28,24 @@ interface IpoFirstDay {
   returnPct: number | null;
 }
 
+/**
+ * When a US IPO's lock-up is estimated to end: the final prospectus's date
+ * plus the period it states, or the first session plus the usual 180 days
+ * until the prospectus is read. An estimate: underwriters can release
+ * shares early, and some holders agree to other periods.
+ */
+export interface IpoLockup {
+  /** YYYY-MM-DD. */
+  endsOn: string;
+  days: number;
+  /** `prospectus`: the period the final prospectus states; `typical`: 180 days, when it states none of a lock-up's length or was not read. */
+  basis: "prospectus" | "typical";
+  /** The date the final prospectus is dated, when it was read. */
+  prospectusDate: string | null;
+  /** The SEC document the period was read from. */
+  prospectusUrl: string | null;
+}
+
 export interface IpoDeal {
   /** Assigned when the deal is first seen and never changed. */
   id: string;
@@ -66,6 +84,8 @@ export interface IpoDeal {
   listingType: IpoListingType;
   filedDate: string | null;
   firstDay: IpoFirstDay | null;
+  /** A priced or listed US IPO's estimated lock-up end; absent elsewhere, and from a server without the estimate. */
+  lockup?: IpoLockup | null;
   updatedAt: string;
 }
 
@@ -86,11 +106,14 @@ export interface IpoCalendarPayload {
 
 /**
  * Narrows or moves the window. Without any, the server sends its default:
- * 90 days back to 180 ahead, filed and withdrawn deals left out, 500 at most.
+ * a year back (90 days on a server before that) to 180 days ahead, filed
+ * and withdrawn deals left out.
  */
 export interface IpoCalendarParams {
   region?: IpoRegion;
   status?: IpoStatus;
+  /** Company (in either script) or symbol the deals' names contain. */
+  q?: string;
   /** First listing date, YYYY-MM-DD. */
   from?: string;
   /** Last listing date, YYYY-MM-DD. */

package/src/api-client/market-discovery.ts

@@ -21,6 +21,12 @@ export interface ScreenerQuote {
   previousClose?: number;
   /** The quote's sessions beside the live print the server ranked the row by, when the server sends them. */
   sessions?: CloudMoverSessionFields;
+  /** The listing's float as the equity screener serves it; absent where the server serves none or predates it. */
+  floatShares?: number;
+  /** Set with a float the source states no measurement date for: `partial`. */
+  floatSharesState?: "partial";
+  /** Why the float is partial, as the server says it. */
+  floatSharesReason?: string;
 }
 
 
@@ -105,6 +111,8 @@ export interface DividendSummary {
   /** The ex-date of the distribution that rate annualizes, YYYY-MM-DD. */
   forwardRateAsOf?: string | null;
   payoutRatio: number | null;
+  /** The trailing EPS fundamentals serve for the listing; only its sign is read, since a payout over a loss is not meaningful. Absent from older servers. */
+  trailingEps?: number | null;
   exDividendDate: number | null;
   dividendDate: number | null;
   currency: string | null;
@@ -117,4 +125,6 @@ export interface MarketDividendsPayload {
   summary: DividendSummary | null;
   historyError?: string;
   summaryError?: string;
+  /** When Gloom Cloud last asked for the history and the summary, ISO. Absent from older servers. */
+  triedAt?: string;
 }

package/src/api-client/market-movers.ts

@@ -37,7 +37,14 @@ export interface CloudSessionMoverItem {
   /** Regular-session VWAP. */
   vwap: number | null;
   vwapPercent: number | null;
+  /** The equity screener's float, null where it serves none. */
   floatShares: number | null;
+  /** Set with a float the source states no measurement date for: `partial`. */
+  floatSharesState?: "partial";
+  /** Why the float is partial, as the server says it. */
+  floatSharesReason?: string;
+  /** When the statistics the float is read from were retrieved (ISO). */
+  floatSharesRetrievedAt?: string;
   catalysts: CloudSessionCatalyst[];
   lastUpdated: number;
 }

package/src/api-client/members.ts

@@ -1,7 +1,7 @@
 interface MemberFund { ticker: string; name: string; aliases: string[]; changes: "sp500" | "announcements" | "none" }
 export interface FundMember {
   id: string; symbol: string | null; name: string; sector: string | null;
-  weight: number | null; shares: number; holdingPrice: number; marketValue: number;
+  weight: number | null; shares: number; holdingPrice: number | null; marketValue: number | null;
   price: number | null; priceAsOf: string | null; changePercent: number | null; dailyAsOf: string | null;
   return1WPercent: number | null; return1MPercent: number | null; returnYtdPercent: number | null;
   contribution: number | null; stale: boolean;

package/src/api-client/mna.ts

@@ -1,3 +1,4 @@
+import type { CompanyFrom } from "../types/company-from";
 /**
  * Mergers and acquisitions read from news, press releases and SEC filings.
  * A deal is one target and one buyer; a target with competing bidders has a
@@ -84,6 +85,8 @@ export interface MnaDealsParams {
 
 export interface MnaDealsPayload {
   deals: MnaDeal[];
+  /** The company's home line the data is read from, when not the listing asked (a receipt, a foreign line). */
+  companyFrom?: CompanyFrom;
   hasMore: boolean;
   nextOffset: number;
   /** "delayed" hides deals first reported within `delayDays` from a free account. */

package/src/api-client/paths.ts

@@ -621,10 +621,18 @@ export function cloudNewsPath(params: CloudNewsParams = {}): string {
 
 /** Stories whose headline, summary or publisher matches the text, best match first; the service takes at most 100. */
 /** `topics` are NI codes the stories must carry: `query=gold&topics=metals` is gold's market news. */
-export function cloudNewsSearchPath(query: string, limit?: number, topics?: readonly string[]): string {
+/**
+ * `closest`: when no story has every word, the stories with the most of them, marked `match: "closest"`.
+ * `tickers`: only the stories filed under them (`HAWK:NYSE`).
+ */
+export function cloudNewsSearchPath(
+  query: string, limit?: number, topics?: readonly string[], options: { closest?: boolean; tickers?: readonly string[] } = {},
+): string {
   const search = new URLSearchParams({ query });
   if (limit != null) search.set("limit", String(limit));
   if (topics?.length) search.set("topics", topics.join(","));
+  if (options.tickers?.length) search.set("tickers", options.tickers.join(","));
+  if (options.closest) search.set("closest", "1");
   return appendQuery("/news/search", search);
 }
 

package/src/api-client/perps.ts

@@ -174,3 +174,46 @@ export interface PerpMarketPayload extends PerpBoardPayload {
   evidence: { kind: string; period_at: string; received_at: string; superseded_at: string | null; fingerprint: string; payload: PerpMarket | PerpFunding | PerpCandle }[];
   methodologyUrl: string;
 }
+
+/** One contract's liquidations: long is longs liquidated (forced sells), short is shorts; quote notional. */
+export interface PerpLiquidationMarket {
+  marketId: string; venue: string; symbol: string; dex: string; quoteCurrency: string;
+  long24h: number; short24h: number; long7d: number; short7d: number; count24h: number; count7d: number; lastEventAt: string | null;
+}
+export interface PerpLiquidationPrint {
+  marketId: string; venue: string; symbol: string; dex: string;
+  side: "long" | "short"; priceKind: "fill" | "bankruptcy"; price: number; quantity: number; notionalUsd: number;
+  /** The venue's time for the liquidation. */
+  eventAt: string;
+  /** When Gloom Cloud received it. */
+  receivedAt: string;
+}
+/** One base asset's liquidations across the venues' public streams. */
+export interface PerpLiquidationsPayload {
+  status: string; baseAsset: string; asOf: string; from: string; collectingSince: string | null;
+  markets: PerpLiquidationMarket[];
+  totals: Pick<PerpLiquidationMarket, "long24h" | "short24h" | "long7d" | "short7d" | "count24h" | "count7d">;
+  /** Pro: UTC hours with liquidations over the last 7 days; empty for a preview. */
+  hourly: { time: string; long: number; short: number; count: number }[];
+  largest: PerpLiquidationPrint[];
+  streams: { venue: string; state: "live" | "down"; lastOkAt: string | null; error: string | null }[];
+  notes: string[];
+  locked: boolean; access: "pro" | "preview";
+}
+/** Quote notional resting within 0.5%, 1% and 2% of mid; reach is how far the returned book went, as a fraction of mid. */
+export interface PerpDepthSnapshot {
+  marketId: string; bucket: string; observedAt: string; sourceAsOf: string | null; mid: number;
+  bid05: number; ask05: number; bid1: number; ask1: number; bid2: number; ask2: number;
+  bidReach: number; askReach: number; levels: number; grouping: number | null;
+}
+export interface PerpDepthRow extends PerpDepthSnapshot { venue: string; symbol: string; dex: string; quoteCurrency: string; stale: boolean }
+/** One base asset's hourly order book depth across the venues. */
+export interface PerpDepthPayload {
+  status: string; baseAsset: string; asOf: string;
+  rows: PerpDepthRow[];
+  /** Pro: every market's hourly snapshots over the last 7 days; empty for a preview. */
+  history: PerpDepthSnapshot[];
+  sources: { venue: string; lastOkAt: string | null; error: string | null }[];
+  notes: string[];
+  locked: boolean; access: "pro" | "preview";
+}

package/src/api-client/research-activity.ts

@@ -46,8 +46,9 @@ const signinWallExperiment = createWallExperimentSession("wall_teaser_signin");
 const upgradeExperiment = createUpgradeExperimentSession();
 const WALL_VIEWS_SESSION_KEY = "gloomberb.wall-teaser.views";
 
-const ATTRIBUTION_STORAGE_KEY = "gloomberb.web.attribution";
-const ANONYMOUS_ID_STORAGE_KEY = "gloomberb.web.anonymous-id";
+// The desktop app also keeps a copy of these two on disk (electrobun/view/view-ids.ts).
+export const ATTRIBUTION_STORAGE_KEY = "gloomberb.web.attribution";
+export const ANONYMOUS_ID_STORAGE_KEY = "gloomberb.web.anonymous-id";
 const HANDOFF_ID_KEY = "_gloom";
 const ATTRIBUTION_WINDOW_MS = 30 * 24 * 60 * 60 * 1000;
 /** Another device's clock may run slightly ahead; a touch from a minute in the future is still fresh. */

package/src/api-client/roadmap.ts

@@ -0,0 +1,85 @@
+import type { CloudApiRequest } from "./request";
+
+/**
+ * The public roadmap: what is being built, what is planned and what shipped,
+ * with the votes Pro members put on the first two. Anyone reads it; a signed-in
+ * Pro member votes once per item and can take the vote back.
+ */
+const ROADMAP_STATUSES = ["building", "planned", "shipped"] as const;
+export type RoadmapStatus = (typeof ROADMAP_STATUSES)[number];
+
+export interface RoadmapItem {
+  id: string;
+  title: string;
+  /** One line on what it is. */
+  blurb: string;
+  status: RoadmapStatus;
+  /** ISO time it shipped; null until then. */
+  shippedAt: string | null;
+  votes: number;
+  /** Whether this account voted for it; false signed out. */
+  voted: boolean;
+}
+
+export interface RoadmapPayload {
+  items: RoadmapItem[];
+  /** The service's word on whether this session may vote (a verified Pro account). */
+  canVote: boolean;
+}
+
+export interface RoadmapVote {
+  id: string;
+  votes: number;
+  voted: boolean;
+}
+
+function isRecord(value: unknown): value is Record<string, unknown> {
+  return typeof value === "object" && value !== null && !Array.isArray(value);
+}
+
+function parseItem(value: unknown): RoadmapItem | null {
+  if (!isRecord(value)) return null;
+  const { id, title, blurb, status, shippedAt, votes, voted } = value;
+  if (typeof id !== "string" || !id || typeof title !== "string" || !title.trim()) return null;
+  if (!(ROADMAP_STATUSES as readonly unknown[]).includes(status)) return null;
+  return {
+    id,
+    title: title.trim(),
+    blurb: typeof blurb === "string" ? blurb.trim() : "",
+    status: status as RoadmapStatus,
+    shippedAt: typeof shippedAt === "string" && Number.isFinite(Date.parse(shippedAt)) ? shippedAt : null,
+    votes: typeof votes === "number" && Number.isFinite(votes) ? Math.max(0, Math.round(votes)) : 0,
+    voted: voted === true,
+  };
+}
+
+/** Items it cannot read (an unknown status from a newer service) are left out, not the whole list. */
+function parseRoadmapPayload(value: unknown): RoadmapPayload {
+  if (!isRecord(value) || !Array.isArray(value.items)) throw new Error("The roadmap service returned invalid data.");
+  return {
+    items: value.items.map(parseItem).filter((item): item is RoadmapItem => item !== null),
+    canVote: value.canVote === true,
+  };
+}
+
+function parseVote(value: unknown): RoadmapVote {
+  if (!isRecord(value) || typeof value.id !== "string" || typeof value.votes !== "number" || typeof value.voted !== "boolean") {
+    throw new Error("The roadmap service returned invalid data.");
+  }
+  return { id: value.id, votes: value.votes, voted: value.voted };
+}
+
+export class CloudRoadmapApi {
+  constructor(private readonly request: CloudApiRequest) {}
+
+  async getRoadmap(signal?: AbortSignal): Promise<RoadmapPayload> {
+    return parseRoadmapPayload(await this.request<unknown>("/roadmap", { signal }));
+  }
+
+  /** Votes, or takes the vote back; the answer is the item's count after it. */
+  async setRoadmapVote(id: string, voted: boolean): Promise<RoadmapVote> {
+    return parseVote(await this.request<unknown>(`/roadmap/${encodeURIComponent(id)}/vote`, {
+      method: voted ? "POST" : "DELETE",
+    }));
+  }
+}

package/src/api-client/types.ts

@@ -1,3 +1,4 @@
+import type { CompanyFrom } from "../types/company-from";
 import type {
   AnalystResearchData,
   CorporateActionsData,
@@ -518,10 +519,16 @@ export interface CloudEconEventPayload {
   source?: { name: string; url?: string };
   /**
    * The indicator this release is of, the same from one release to the next
-   * (US CPI m/m on every month's row), where `id` names the one row. Absent
-   * until Gloom Cloud names indicators; exports leave the column empty.
+   * (`us-unemployment-rate` on every month's row), where `id` names the one
+   * row. Absent from a server that names none; exports leave the column empty.
    */
   indicatorId?: string | null;
+  /**
+   * Where the forecast (the consensus) was read from, `week-feed` or
+   * `release-calendar`, and when that feed was read. Absent on a row with no
+   * forecast and on one kept before the read was recorded.
+   */
+  consensus?: { source: string; readAt: string } | null;
 }
 
 /** One currency's short-term rate, as GET /cloud/econ/short-rates serves it. */
@@ -891,6 +898,13 @@ export interface CloudEarningsCallPayload {
    * New York day). Absent from a server that predates it.
    */
   callTimeKnown?: boolean;
+  /**
+   * "other" for an event that is not an earnings call (a deal call, a
+   * conference, an investor day), named by eventLabel and with no fiscal
+   * period; null when unclear. Older servers omit both.
+   */
+  eventKind?: "earnings" | "other" | null;
+  eventLabel?: string | null;
 }
 
 interface CloudJobsSeriesPoint {
@@ -1047,6 +1061,8 @@ export interface CloudEarningsCallListPayload {
   pending?: boolean;
   /** Set when the requested symbol is not one the SEC knows. */
   unknownTicker?: boolean;
+  /** The company's home line the calls are read from, when not the listing asked (a receipt, a foreign line). */
+  companyFrom?: CompanyFrom;
 }
 
 /** One row of a proxy statement's Summary Compensation Table, in dollars. */
@@ -1255,6 +1271,13 @@ export interface CloudEarningsTranscriptPayload {
   companyName: string | null;
   fiscalYear: number | null;
   fiscalQuarter: number | null;
+  /**
+   * "other" for an event that is not an earnings call (a deal call, a
+   * conference, an investor day), named by eventLabel and with no fiscal
+   * period; null when unclear. Older servers omit both.
+   */
+  eventKind?: "earnings" | "other" | null;
+  eventLabel?: string | null;
   callAt: string | null;
   timing: string | null;
   webcastUrl: string | null;
@@ -1436,6 +1459,8 @@ export interface CloudSecFilingsResponse {
   filings: CloudSecFilingPayload[];
   hasMore: boolean;
   nextOffset: number;
+  /** The company's home line the filings are read from, when not the listing asked (a foreign line). */
+  companyFrom?: CompanyFrom;
 }
 
 export interface CloudSecDocumentsResponse {
@@ -1536,6 +1561,15 @@ export interface CloudNewsPayload {
 export interface CloudNewsListResponse {
   items: CloudNewsPayload[];
   nextCursor: string | null;
+  /** Which news the service answered with, when it says: the live wire, or the one held back for a free account. */
+  access?: "realtime" | "delayed";
+  /**
+   * A search asked for its closest stories: `all` when stories have every
+   * word, `closest` when none does and these have the most of them.
+   */
+  match?: "all" | "closest";
+  /** A receipt's or foreign line's feed is its company's: the home line it reads, when not the listing asked. */
+  companyFrom?: CompanyFrom;
 }
 
 interface CloudTweetUserPayload {
@@ -1739,6 +1773,14 @@ export interface CloudMarketScreenerItem extends CloudMoverSessionFields {
   exchange: string;
   lastUpdated: number;
   dataSource: "live";
+  /** The listing's float as the equity screener serves it; absent where it serves none. */
+  floatShares?: number;
+  /** Set with a float the source states no measurement date for: `partial`. */
+  floatSharesState?: "partial";
+  /** Why the float is partial, as the server says it. */
+  floatSharesReason?: string;
+  /** When the statistics the float is read from were retrieved (ISO). */
+  floatSharesRetrievedAt?: string;
 }
 
 export interface CloudMarketScreenerPayload {
@@ -1933,6 +1975,44 @@ export interface ScannerFlowHistoryPage {
   hasMore: boolean;
 }
 
+/**
+ * Premium of a slice of the session's recorded prints by where it traded: at
+ * or above the ask (bought) or at or below the bid (sold). Mid and unknown
+ * prints count as neither.
+ */
+interface ScannerFlowSidePremium {
+  callAsk: number;
+  callBid: number;
+  putAsk: number;
+  putBid: number;
+}
+
+/** The session's prints in one time bucket, which starts at `at`. */
+export interface ScannerFlowSessionBucket extends ScannerFlowSidePremium {
+  at: number;
+}
+
+/** What one name printed at one expiry and strike during the session. */
+export interface ScannerFlowSessionStrike extends ScannerFlowSidePremium {
+  expiry: string;
+  strike: number;
+  /** Every call print's premium, mid and unknown included. */
+  callPremium: number;
+  putPremium: number;
+  prints: number;
+}
+
+/** The latest session's recorded prints under the FLOW pane's filters, summed. */
+export interface ScannerFlowSession {
+  /** The New York date of the session; null before any print was recorded. */
+  session: string | null;
+  bucketMs: number;
+  /** Buckets with a matching print, oldest first. */
+  buckets: ScannerFlowSessionBucket[];
+  /** Only when one name was asked for: most premium first. */
+  strikes: ScannerFlowSessionStrike[] | null;
+}
+
 export type ScannerPayload = ScannerHiloPayload | ScannerFlowPayload;
 
 /** What a scanner subscriber receives: data, or the entitlement refusal. */

package/src/app/pane-runtime/plugin-bindings.ts

@@ -513,13 +513,17 @@ export function bindAppPanePluginRegistry({
       removeExternalPlugin(pluginId, directory);
     },
     contributions: (pluginId) => {
+      // An unlisted function (`listed: false`) and a pane only it opens are left out, as of every list.
+      const registered = pluginRegistry.getPluginPaneTemplateIds(pluginId)
+        .map((id) => ({ id, template: pluginRegistry.paneTemplates.get(id) }));
+      const listedPaneIds = new Set(registered.flatMap(({ template }) => template && template.listed !== false ? [template.paneId] : []));
+      const unlistedPaneIds = new Set(registered.flatMap(({ template }) => template?.listed === false && !listedPaneIds.has(template.paneId) ? [template.paneId] : []));
       const panes = pluginRegistry.getPluginPaneIds(pluginId)
+        .filter((id) => !unlistedPaneIds.has(id))
         .map((id) => ({ id, name: pluginRegistry.panes.get(id)?.name ?? id }));
-      const templates = pluginRegistry.getPluginPaneTemplateIds(pluginId)
-        .map((id) => {
-          const template = pluginRegistry.paneTemplates.get(id);
-          return { id, label: template?.label ?? id, ...(template?.shortcut?.prefix ? { prefix: template.shortcut.prefix } : {}) };
-        });
+      const templates = registered
+        .filter(({ template }) => template?.listed !== false)
+        .map(({ id, template }) => ({ id, label: template?.label ?? id, ...(template?.shortcut?.prefix ? { prefix: template.shortcut.prefix } : {}) }));
       const commands = [...pluginRegistry.commands.entries()]
         .filter(([id]) => pluginRegistry.getCommandPluginId(id) === pluginId && !id.endsWith(":setup"))
         .map(([id, command]) => ({ id, label: command.label, ...(command.shortcut ? { shortcut: command.shortcut } : {}) }));

package/src/app/runtime/broker-import.ts

@@ -28,7 +28,6 @@ export interface AppBrokerImportRuntime {
 interface BrokerImportOptions {
   refreshImportedTickers?: boolean;
   config?: AppConfig;
-  persistResolvedBrokerConfig?: boolean;
   signal?: AbortSignal;
   onCommitStart?: () => void;
   onCommitEnd?: () => void;
@@ -122,7 +121,6 @@ export function useBrokerImportRuntime({
         tickerRepository,
         existingTickers: tickerMap ?? new Map(stateRef.current.tickers),
         resources: pluginRegistry.persistence.resources,
-        persistResolvedBrokerConfig: options?.persistResolvedBrokerConfig,
         signal: options?.signal,
         deferPersistence: true,
       });

package/src/app/runtime/plugin-bindings.ts

@@ -10,6 +10,8 @@ import type { MarketDataCoordinator } from "../../market-data/coordinator";
 import { instrumentFromTicker } from "../../market-data/request-types";
 import type { PluginRegistry } from "../../plugins/registry";
 import { saveConfigImmediately } from "../../state/config-save-scheduler";
+import { persistTickerCleanup } from "../../state/ticker-cleanup";
+import { hasPendingTickerWrites } from "../../data/ticker-writes";
 import { settleWithin } from "../../utils/async-deadline";
 import type { AppAction, AppState } from "../../state/app/context";
 import type { AppConfig, BrokerInstanceConfig } from "../../types/config";
@@ -215,66 +217,81 @@ export function bindPluginRegistryRuntimeAccess({
         else removedPortfolioIds.add(portfolio.id);
       }
 
-      const nextPortfolios = stateRef.current.config.portfolios.flatMap((portfolio) => {
-        if (removedPortfolioIds.has(portfolio.id)) return [];
-        const heirId = heirs.get(portfolio.id);
-        return [heirId ? { ...portfolio, brokerInstanceId: heirId } : portfolio];
+      const removeProfile = (config: AppConfig): AppConfig => ({
+        ...config,
+        brokerInstances: config.brokerInstances.filter((entry) => entry.id !== instanceId),
+        portfolios: config.portfolios.flatMap((portfolio) => {
+          if (removedPortfolioIds.has(portfolio.id)) return [];
+          const heirId = heirs.get(portfolio.id);
+          return [heirId ? { ...portfolio, brokerInstanceId: heirId } : portfolio];
+        }),
       });
-      const nextTickers = new Map(stateRef.current.tickers);
-      const nextBrokerInstances = stateRef.current.config.brokerInstances.filter((entry) => entry.id !== instanceId);
-      // What older removals and pulls from other devices left behind goes as well.
-      const known = knownBrokerHoldings({ portfolios: nextPortfolios, brokerInstances: nextBrokerInstances });
 
-      for (const ticker of stateRef.current.tickers.values()) {
-        // A position here without a profile came from another device's sync of this one.
-        const nextPositions = ticker.metadata.positions.filter((position) => position.brokerInstanceId !== instanceId
-          && !(removedPortfolioIds.has(position.portfolio) && !position.brokerInstanceId));
-        const heldPortfolioIds = new Set(nextPositions.map((position) => position.portfolio));
-        const nextPortfolioRefs = ticker.metadata.portfolios.filter((portfolioId) =>
-          !removedPortfolioIds.has(portfolioId) && (!heirs.has(portfolioId) || heldPortfolioIds.has(portfolioId)));
-        const nextBrokerContracts = (ticker.metadata.broker_contracts ?? []).filter((contract) => contract.brokerInstanceId !== instanceId);
-
-        const removedTicker: TickerRecord = {
-          ...ticker,
-          metadata: {
-            ...ticker.metadata,
-            positions: nextPositions,
-            portfolios: nextPortfolioRefs,
-            broker_contracts: nextBrokerContracts,
-          },
-        };
-        const nextTicker = clearLeftoverBrokerHoldings(removedTicker, known) ?? removedTicker;
-
-        const shouldDeleteTicker =
-          nextTicker.metadata.positions.length === 0
-          && nextTicker.metadata.portfolios.length === 0
-          && nextTicker.metadata.watchlists.length === 0
-          && (nextTicker.metadata.broker_contracts ?? []).length === 0
-          && nextTicker.metadata.tags.length === 0
-          && Object.keys(nextTicker.metadata.custom).length === 0;
+      const cleanTickers = () => persistTickerCleanup({
+        tickerRepository,
+        getTickers: () => stateRef.current.tickers,
+        transform: (ticker) => {
+          // A position without a profile came from another device's sync of this one.
+          const nextPositions = ticker.metadata.positions.filter((position) => position.brokerInstanceId !== instanceId
+            && !(removedPortfolioIds.has(position.portfolio) && !position.brokerInstanceId));
+          const heldPortfolioIds = new Set(nextPositions.map((position) => position.portfolio));
+          const nextPortfolioRefs = ticker.metadata.portfolios.filter((portfolioId) =>
+            !removedPortfolioIds.has(portfolioId) && (!heirs.has(portfolioId) || heldPortfolioIds.has(portfolioId)));
+          const nextBrokerContracts = (ticker.metadata.broker_contracts ?? []).filter((contract) => contract.brokerInstanceId !== instanceId);
+          const changed = nextPositions.length !== ticker.metadata.positions.length
+            || nextPortfolioRefs.length !== ticker.metadata.portfolios.length
+            || nextBrokerContracts.length !== (ticker.metadata.broker_contracts ?? []).length;
+          const removedTicker: TickerRecord = changed ? {
+            ...ticker,
+            metadata: {
+              ...ticker.metadata,
+              positions: nextPositions,
+              portfolios: nextPortfolioRefs,
+              broker_contracts: nextBrokerContracts,
+            },
+          } : ticker;
+          // Also clear holdings left behind by older removals or pulls.
+          const known = knownBrokerHoldings(removeProfile(stateRef.current.config));
+          const nextTicker = clearLeftoverBrokerHoldings(removedTicker, known) ?? removedTicker;
+          if (nextTicker === ticker) return ticker;
+          const empty = nextTicker.metadata.positions.length === 0
+            && nextTicker.metadata.portfolios.length === 0
+            && nextTicker.metadata.watchlists.length === 0
+            && (nextTicker.metadata.broker_contracts ?? []).length === 0
+            && nextTicker.metadata.tags.length === 0
+            && Object.keys(nextTicker.metadata.custom).length === 0;
+          return empty ? null : nextTicker;
+        },
+        publish: (symbol, ticker) => {
+          if (ticker) dispatch({ type: "UPDATE_TICKER", ticker });
+          else {
+            dispatch({ type: "REMOVE_TICKER", symbol });
+            pluginRegistry.events.emit("ticker:removed", { symbol });
+          }
+        },
+      });
 
-        if (shouldDeleteTicker) {
-          nextTickers.delete(ticker.metadata.ticker);
-          await tickerRepository.deleteTicker(ticker.metadata.ticker);
-          dispatch({ type: "REMOVE_TICKER", symbol: ticker.metadata.ticker });
-          pluginRegistry.events.emit("ticker:removed", { symbol: ticker.metadata.ticker });
-        } else {
-          await tickerRepository.saveTicker(nextTicker);
-          nextTickers.set(nextTicker.metadata.ticker, nextTicker);
-          dispatch({ type: "UPDATE_TICKER", ticker: nextTicker });
-        }
+      // Keep the profile available for retry until cleanup and config both
+      // succeed. Rebase after callbacks and edits, including during config saves.
+      let savedRemoval = false;
+      for (;;) {
+        const cleaned = await cleanTickers().catch(async (error: unknown) => {
+          // A config acknowledgement can precede a late row write. If that
+          // cleanup fails, keep its removal intent durable for a restart too.
+          if (savedRemoval) await saveConfigImmediately(stateRef.current.config);
+          throw error;
+        });
+        if (hasPendingTickerWrites(tickerRepository) || stateRef.current.tickers !== cleaned) continue;
+        const source = stateRef.current.config;
+        const nextConfig = removeProfile(source);
+        await saveConfigImmediately(nextConfig);
+        savedRemoval = true;
+        if (stateRef.current.config !== source || stateRef.current.tickers !== cleaned
+          || hasPendingTickerWrites(tickerRepository)) continue;
+        dispatch({ type: "SET_CONFIG", config: nextConfig });
+        pluginRegistry.events.emit("config:changed", { config: nextConfig });
+        break;
       }
-
-      const nextConfig = {
-        ...stateRef.current.config,
-        brokerInstances: nextBrokerInstances,
-        portfolios: nextPortfolios,
-      };
-
-      dispatch({ type: "SET_CONFIG", config: nextConfig });
-      dispatch({ type: "SET_TICKERS", tickers: nextTickers });
-      await saveConfigImmediately(nextConfig);
-      pluginRegistry.events.emit("config:changed", { config: nextConfig });
       // The profile that kept a portfolio fills in what the removed one held there.
       for (const heirId of new Set(heirs.values())) {
         void importBrokerPositions(heirId).catch(logFailure("app.runtime.plugin-bindings", "Replacement broker positions import failed"));

package/src/architecture/core-builtin-allowlist.json

@@ -9,7 +9,7 @@
   "src/cli/commands/options-chain.ts": ["options","options-calculator"],
   "src/cli/commands/options-leaps.ts": ["iv-history","options","vol-surface"],
   "src/cli/commands/overview.ts": ["correlation","econ","market-movers","sectors","world-indices"],
-  "src/cli/commands/ticker.ts": ["notes"],
+  "src/cli/commands/ticker.ts": ["ipo-calendar","notes"],
   "src/cli/desktop-pane-shot.ts": ["market-valuation","time-sales"],
   "src/cli/pane-functions/data.ts": ["chart-composer","correlation","seasonality","ticker-detail"],
   "src/cli/pane-functions/financial-ratio-shot.ts": ["ticker-detail"],
@@ -27,7 +27,7 @@
   "src/components/layout/shell/index.tsx": ["cloud"],
   "src/components/onboarding/use-onboarding-upgrade.ts": ["chat"],
   "src/layout/desks.ts": ["chart-composer"],
-  "src/plugins/catalog-browser.ts": ["alerts","analytics","attention","awards","backtest","bond-calculator","catalysts","cds","central-bank-rates","changelog","chart-composer","clinical-trials","cloud","comment-letters","commodities-energy","commodity-balances","company-attention","company-kpis","connections","correlation","cot","cpi","credit-boards","credit-conditions","credit-documents","crypto-board","crypto-etf-flows","debt-maturities","dividend-yield","docs","doe","earnings","earnings-calls","earnings-ripple","econ","econ-statistics","equity-screener","estimate-revisions","executives","exposure","fear-greed","filing-events","fixed-income","futures","futures-curve","fx-matrix","gpu","help","holders","insider","ipo-calendar","iv-history","jobs","jodi","kelly-sizer","layout-manager","macro-day","market-halts","market-heatmap","market-valuation","members","mna","money-markets","news","openfda","options","options-calculator","options-positioning","options-scenario","pe-band","perps","portfolio-list","power","primary-dealers","rate-path","realized-vol","relative-rotation","research","research-search","revenue-breakdown","reverse-dcf","risk-factors","scanner","seasonality","sec","sectors","short-interest","short-volume","social-mentions","supply-chain","thirteenf","ticker-detail","time-sales","trace-bonds","treasury-auctions","treasury-daily","vol-surface","volatility","world-indices","world-venue-map","yield-curve"],
+  "src/plugins/catalog-browser.ts": ["alerts","analytics","attention","awards","backtest","bond-calculator","catalysts","cds","central-bank-rates","changelog","chart-composer","clinical-trials","cloud","comment-letters","commodities-energy","commodity-balances","company-attention","company-kpis","connections","correlation","cot","cpi","credit-boards","credit-conditions","credit-documents","crypto-board","crypto-etf-flows","debt-maturities","dividend-yield","docs","doe","earnings","earnings-calls","earnings-ripple","econ","econ-statistics","equity-screener","estimate-revisions","executives","exposure","fear-greed","filing-events","fixed-income","futures","futures-curve","fx-matrix","gpu","help","holders","insider","ipo-calendar","iv-history","jobs","jodi","kelly-sizer","layout-manager","macro-day","market-halts","market-heatmap","market-valuation","members","mna","money-markets","news","openfda","options","options-calculator","options-positioning","options-scenario","pe-band","perps","portfolio-list","power","primary-dealers","rate-path","realized-vol","relative-rotation","research","research-search","revenue-breakdown","reverse-dcf","risk-factors","roadmap","scanner","seasonality","sec","sectors","short-interest","short-volume","social-mentions","supply-chain","thirteenf","ticker-detail","time-sales","trace-bonds","treasury-auctions","treasury-daily","vol-surface","volatility","world-indices","world-venue-map","yield-curve"],
   "src/plugins/catalog-ui.ts": ["alerts","clinical-trials","cloud","comment-letters","custom-view","fear-greed","ipo-calendar","market-halts","market-heatmap","members","news","notes","openfda","research-search"],
   "src/plugins/catalog.ts": ["debug"],
   "src/remote/controller.ts": ["custom-view"],