@gloom-sh/terminal 0.18.5 → 0.19.1

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

@@ -9,7 +9,7 @@ import type {
   HeadlessRowsResult,
 } from "../../../types/plugin";
 import type { EarningsEvent } from "../../../types/data-provider";
-import { addDays, boardReport, fallbackReport, MIN_AVERAGE_REPORTS, newYorkToday } from "./board-model";
+import { addDays, boardReport, fallbackReport, MIN_AVERAGE_REPORTS, newYorkToday, type BoardReport } from "./board-model";
 import { BOARD_WEEKS, boardRangeDays, boardRangeLabel, isBoardWeek, requestedBoardRange, type BoardRange } from "./calendar-model";
 import { fetchEarningsCalendar, fetchEarningsHistory } from "./client";
 import { loadEarningsCalendar } from "./data/cache";
@@ -104,6 +104,41 @@ function boardTickerNotice(symbol: string, board: ReadonlyArray<{ symbol: string
   };
 }
 
+/** Two dates this close are one report under the per-ticker calendar and the stored board. */
+const SAME_REPORT_DAYS = 3;
+const eventDay = (event: EarningsEvent) => event.earningsDate.toISOString().slice(0, 10);
+const dayGap = (left: string, right: string) => Math.abs(Date.parse(`${left}T00:00:00Z`) - Date.parse(`${right}T00:00:00Z`)) / 86_400_000;
+
+/**
+ * The stored board's own report for each named company whose per-ticker
+ * calendar still names a report gone by (META the week after it reported),
+ * read over those days as `ERN --date` reads them: the estimate it was
+ * measured against, its analysts, the actual, its basis and the cap, as the
+ * date board and `ERN <ticker>` show them. One the board does not have is
+ * left to the per-ticker calendar.
+ */
+async function storedPastReports(
+  events: readonly EarningsEvent[],
+  today: string,
+  context: HeadlessPaneContext,
+  deps: EarningsHeadlessDependencies,
+): Promise<Map<EarningsEvent, BoardReport>> {
+  const past = events.filter((event) => eventDay(event) < today);
+  const found = new Map<EarningsEvent, BoardReport>();
+  if (!past.length) return found;
+  const from = addDays(past.map(eventDay).sort()[0]!, -SAME_REPORT_DAYS);
+  const symbols = [...new Set(past.map((event) => event.symbol))];
+  const payload = await deps.calendar({ from, to: addDays(today, -1), perDay: 0, symbols }, context)
+    .catch(logFailure("earnings.headless", "Read the board's past reports for named companies failed", null));
+  for (const event of past) {
+    const nearest = (payload?.reports ?? [])
+      .filter((report) => report.symbol === event.symbol && dayGap(report.date, eventDay(event)) <= SAME_REPORT_DAYS)
+      .sort((left, right) => dayGap(left.date, eventDay(event)) - dayGap(right.date, eventDay(event)))[0];
+    if (nearest) found.set(event, boardReport(nearest, NO_OWNERSHIP));
+  }
+  return found;
+}
+
 async function boardRows(args: HeadlessPaneLoadArgs, context: HeadlessPaneContext, deps: EarningsHeadlessDependencies, highlight?: string, range: BoardRange = ""): Promise<HeadlessRowsResult> {
   const today = newYorkToday();
   const named = args.symbols;
@@ -124,9 +159,10 @@ async function boardRows(args: HeadlessPaneLoadArgs, context: HeadlessPaneContex
   const payload = cloud.status === "fulfilled" ? cloud.value : null;
   const reports = (payload?.reports ?? []).map((report) => boardReport(report, NO_OWNERSHIP));
   const covered = new Set(reports.map((report) => report.symbol));
-  const extra = fallback.status === "fulfilled"
-    ? fallback.value.filter((event) => !covered.has(event.symbol)).map((event) => fallbackReport(event, NO_OWNERSHIP, today))
-    : [];
+  const uncovered = fallback.status === "fulfilled" ? fallback.value.filter((event) => !covered.has(event.symbol)) : [];
+  // The days ahead leave out a report just gone by, which the stored board has as the date board shows it.
+  const stored = named.length && !range ? await storedPastReports(uncovered, today, context, deps) : new Map<EarningsEvent, BoardReport>();
+  const extra = uncovered.map((event) => stored.get(event) ?? fallbackReport(event, NO_OWNERSHIP, today));
   const limit = Number(args.options.limit ?? 200);
   const all = [...reports, ...extra].sort((left, right) => left.date.localeCompare(right.date) || (right.marketCap ?? 0) - (left.marketCap ?? 0));
   const rows = all.slice(0, limit).map((report) => ({

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

@@ -2,40 +2,31 @@ import type { FundMember } from "../../../api-client/members";
 import type { Portfolio, Watchlist } from "../../../types/ticker";
 import { getSectorCollection } from "../sectors/sector-data";
 
-/**
- * The fund whose holdings name each company's GICS sector: the S&P 500's, as
- * MEMB reads it. A Select Sector SPDR holds the S&P 500's companies of one
- * sector, so its members are these holdings in that sector.
- */
-export const SECTOR_HOLDINGS_FUND = "IVV";
+/** Focused industries, named by the fund whose published holdings define the group. */
+const INDUSTRIES = [
+  { etf: "SOXX", name: "Semiconductors" },
+  { etf: "XPH", name: "Pharmaceuticals" },
+  { etf: "XBI", name: "Biotech" },
+  { etf: "ITA", name: "Aerospace & defense" },
+  { etf: "KRE", name: "Regional banks" },
+  { etf: "IGV", name: "Software" },
+  { etf: "XRT", name: "Retail" },
+  { etf: "XHB", name: "Homebuilders" },
+  { etf: "XOP", name: "Oil & gas exploration" },
+] as const;
 
-/** The GICS sector each of SECT's sector funds holds, as the S&P 500's holdings name it. */
-const SECTOR_OF_FUND: Readonly<Record<string, readonly string[]>> = {
-  XLK: ["Information Technology"],
-  XLV: ["Health Care"],
-  XLF: ["Financials"],
-  XLY: ["Consumer Discretionary"],
-  // The holdings file says "Communication"; GICS's own name is the longer one.
-  XLC: ["Communication", "Communication Services"],
-  XLI: ["Industrials"],
-  XLP: ["Consumer Staples"],
-  XLE: ["Energy"],
-  XLU: ["Utilities"],
-  XLRE: ["Real Estate"],
-  XLB: ["Materials"],
-};
-
-/** Which companies ERN lists: the market's, the user's, one portfolio or watchlist, or one sector fund's. */
+/** Which companies ERN lists: the market, the user's lists, or a fund's holdings. */
 export type EarningsScope =
   | { kind: "all" }
   | { kind: "mine" }
   | { kind: "portfolio" | "watchlist"; id: string; name: string }
-  | { kind: "sector"; etf: string; name: string; sectors: readonly string[] };
+  | { kind: "fund"; etf: string; name: string };
 
 export interface EarningsScopeOption {
   value: string;
   label: string;
   description?: string;
+  group?: string;
   scope: EarningsScope;
 }
 
@@ -47,30 +38,28 @@ export const MINE_SCOPE = "mine";
 const kindNote = (name: string, kind: "Portfolio" | "Watchlist") =>
   name.toLowerCase().includes(kind.toLowerCase()) ? undefined : kind;
 
-/**
- * The choices of ERN's Names filter, in menu order: the market, every held or
- * watched name, each portfolio and watchlist, then SECT's sector funds, each
- * named with its fund ("Technology (XLK)").
- */
+/** Personal lists, broad sectors and focused industries stay separate in the Names menu. */
 export function earningsScopeOptions(collections: { portfolios: readonly Portfolio[]; watchlists: readonly Watchlist[] }): EarningsScopeOption[] {
   return [
     { value: ALL_SCOPE, label: "All", scope: { kind: "all" } },
     { value: MINE_SCOPE, label: "Mine", description: "Portfolios and watchlists", scope: { kind: "mine" } },
     ...collections.portfolios.map((portfolio): EarningsScopeOption => ({
-      value: `portfolio:${portfolio.id}`, label: portfolio.name, description: kindNote(portfolio.name, "Portfolio"),
+      value: `portfolio:${portfolio.id}`, label: portfolio.name, description: kindNote(portfolio.name, "Portfolio"), group: "Your lists",
       scope: { kind: "portfolio", id: portfolio.id, name: portfolio.name },
     })),
     ...collections.watchlists.map((watchlist): EarningsScopeOption => ({
-      value: `watchlist:${watchlist.id}`, label: watchlist.name, description: kindNote(watchlist.name, "Watchlist"),
+      value: `watchlist:${watchlist.id}`, label: watchlist.name, description: kindNote(watchlist.name, "Watchlist"), group: "Your lists",
       scope: { kind: "watchlist", id: watchlist.id, name: watchlist.name },
     })),
-    ...getSectorCollection("sectors").items.flatMap((sector): EarningsScopeOption[] => {
-      const sectors = SECTOR_OF_FUND[sector.etf];
-      return sectors ? [{
-        value: `sector:${sector.etf}`, label: `${sector.name} (${sector.etf})`,
-        scope: { kind: "sector", etf: sector.etf, name: sector.name, sectors },
-      }] : [];
-    }),
+    ...getSectorCollection("sectors").items.map((sector): EarningsScopeOption => ({
+      // Keep the saved sector choice when switching to that fund's own holdings.
+      value: `sector:${sector.etf}`, label: `${sector.name} (${sector.etf})`, group: "Sectors",
+      scope: { kind: "fund", etf: sector.etf, name: sector.name },
+    })),
+    ...INDUSTRIES.map((industry): EarningsScopeOption => ({
+      value: `industry:${industry.etf}`, label: `${industry.name} (${industry.etf})`, group: "Industries",
+      scope: { kind: "fund", etf: industry.etf, name: industry.name },
+    })),
   ];
 }
 
@@ -79,11 +68,10 @@ export function readEarningsScope(value: string, options: readonly EarningsScope
   return options.find((option) => option.value === value) ?? options[0]!;
 }
 
-/** A sector fund's companies: the S&P 500's holdings in its sector, largest weight first. */
-export function sectorSymbols(members: readonly FundMember[], sectors: readonly string[]): string[] {
-  const symbols = members
-    .filter((member) => member.symbol && member.sector && sectors.includes(member.sector))
+/** A fund's companies, largest weight first; cash and other unlisted holdings have no symbol. */
+export function fundSymbols(members: readonly FundMember[]): string[] {
+  const symbols = [...members]
     .sort((left, right) => (right.weight ?? 0) - (left.weight ?? 0))
-    .map((member) => member.symbol!.trim().toUpperCase());
+    .flatMap((member) => member.symbol?.trim() ? [member.symbol.trim().toUpperCase()] : []);
   return [...new Set(symbols)];
 }

package/src/plugins/builtin/earnings-calls/calendar.tsx

@@ -29,7 +29,7 @@ import { usePluginPaneState } from "../../runtime";
 import { newYorkToday } from "../earnings/board-model";
 import { ProWall, SignInWall } from "../cloud/auth-actions";
 import { cachedUpcomingCalls, calendarAway, loadUpcomingCalls, statusOf, upcomingCutNotice, type UpcomingCallsResult } from "./data";
-import { formatPeriod } from "./format";
+import { callPeriod } from "./format";
 import {
   calendarDays,
   calendarSections,
@@ -106,7 +106,7 @@ function renderCalendarCell(row: CalendarRow, column: CalendarColumn, now: numbe
       return clock ? { text: clock, color: tone(colors.textDim) } : { text: MISSING, color: colors.textMuted };
     }
     case "period":
-      return { text: formatPeriod(call.fiscalYear, call.fiscalQuarter), color: tone(colors.textDim) };
+      return { text: callPeriod(call), color: tone(colors.textDim) };
     case "away":
       return { text: calendarAway(call, now), color: over ? colors.textMuted : colors.textBright };
   }

package/src/plugins/builtin/earnings-calls/data.ts

@@ -7,10 +7,12 @@ import {
 } from "../../../api-client";
 import { ApiRequestError } from "../../../api-client/errors";
 import { listingAbroad, type IssuerListingParams, type ListingAbroad } from "../../../api-client/paths";
+import { servedFromSavedCopy } from "../../../data/saved-copies";
 import { areDifferentCompanies } from "../../../sources/sec-registrant";
 import type { HeadlessPaneApiClient, PluginPersistence } from "../../../types/plugin";
 import { shortDate } from "../earnings/format";
 import { callCountdown, callDay, callTimeKnown, isUpcomingCall } from "./upcoming";
+import { type CompanyFrom, readCompanyFrom } from "../../../types/company-from";
 
 type EarningsCallsApiClient = Pick<
   HeadlessPaneApiClient,
@@ -50,6 +52,8 @@ export interface EarningsCallsResult {
   pending?: boolean;
   /** The symbol is not one the SEC knows, so there is nothing to look for. */
   unknownTicker?: boolean;
+  /** The company's home line the calls are read from, when not the listing asked. */
+  companyFrom?: CompanyFrom | null;
   /** Maximum rows requested from the server, which supplies no total/hasMore. */
   sourceLimit?: number;
   /** The response filled its request; additional calls may exist. */
@@ -216,8 +220,15 @@ export async function loadEarningsCallsWithClient(
       ...(offset > 0 ? { offset } : {}),
     })
     .then((payload) => {
-      const calls = listingCalls(payload.calls ?? [], abroad);
-      const value = { calls, pending: payload.pending === true, unknownTicker: payload.unknownTicker === true };
+      // Calls the service read from the company's home line are the company's, whatever the line's own name.
+      const companyFrom = readCompanyFrom(payload.companyFrom);
+      const calls = companyFrom ? payload.calls ?? [] : listingCalls(payload.calls ?? [], abroad);
+      const value = {
+        calls,
+        pending: payload.pending === true,
+        unknownTicker: payload.unknownTicker === true,
+        ...(companyFrom ? { companyFrom } : {}),
+      };
       // A list with calls still being produced changes by the minute, so it
       // is not worth keeping; a list of finished transcripts is.
       const settled = !value.pending && calls.every((call) => call.hasTranscript);
@@ -250,14 +261,15 @@ export async function loadEarningsCallsWithClient(
         allowExpired: true,
       });
       if (expired && errorStatus !== 401 && errorStatus !== 402 && errorStatus !== 403) {
-        return {
+        // A command that shows it ends with when the copy was saved, not with the failure.
+        return servedFromSavedCopy({
           ...expired.value,
           ...sourceScope(expired.value.calls),
           fetchedAt: expired.fetchedAt,
           stale: true,
           refreshError,
           errorStatus,
-        };
+        }, expired.fetchedAt);
       }
       throw error;
     })
@@ -356,11 +368,11 @@ export async function loadUpcomingCallsWithClient(
       // Losing Pro access re-gates the calendar, as it does the list.
       const expired = read(true);
       if (expired && errorStatus !== 401 && errorStatus !== 402 && errorStatus !== 403) {
-        return {
+        return servedFromSavedCopy({
           ...upcomingFromCache(expired.value, expired.fetchedAt, true),
           refreshError: error instanceof Error ? error.message : String(error),
           errorStatus,
-        };
+        }, expired.fetchedAt);
       }
       throw error;
     })

package/src/plugins/builtin/earnings-calls/format.ts

@@ -2,7 +2,7 @@ import type { CloudEarningsCallPayload } from "../../../api-client";
 import { formatShortDate } from "../../../utils/datetime-format";
 
 /** "FQ4 26" — fiscal period, compact enough for a table column. */
-export function formatPeriod(
+function formatPeriod(
   fiscalYear: number | null,
   fiscalQuarter: number | null,
 ): string {
@@ -36,8 +36,37 @@ export function formatTimestamp(seconds: number): string {
   return `${minutes}:${String(remainder).padStart(2, "0")}`;
 }
 
+type NamedCall = Pick<
+  CloudEarningsCallPayload,
+  "ticker" | "fiscalYear" | "fiscalQuarter" | "eventKind" | "eventLabel"
+>;
+
+/** An event that is not an earnings call (a deal call, an investor day), shown by its label and never as a quarter. */
+export function eventLabelOf(call: Omit<NamedCall, "ticker">): string | null {
+  return call.eventKind === "other" && call.eventLabel ? call.eventLabel : null;
+}
+
+// Fits the period column; the full label is in the detail title.
+const SHORT_EVENT_LABELS: Record<string, string> = {
+  "M&A call": "M&A",
+  conference: "Conf",
+  "investor day": "Inv day",
+  "business update": "Update",
+  "trial results": "Trial",
+  "shareholder call": "Holders",
+};
+
+/** The period column: "FQ4 26", or a short event label ("M&A", "Inv day"). */
+export function callPeriod(call: Omit<NamedCall, "ticker">): string {
+  const label = eventLabelOf(call);
+  if (label) return SHORT_EVENT_LABELS[label] ?? label;
+  return formatPeriod(call.fiscalYear, call.fiscalQuarter);
+}
+
 /** Title for the detail stack: names the call so the body need not repeat it. */
-export function callTitle(call: CloudEarningsCallPayload): string {
+export function callTitle(call: NamedCall): string {
+  const label = eventLabelOf(call);
+  if (label) return `${call.ticker} ${label}`;
   const period = formatPeriod(call.fiscalYear, call.fiscalQuarter);
   return period === "—" ? call.ticker : `${call.ticker} ${period}`;
 }

package/src/plugins/builtin/earnings-calls/headless.ts

@@ -23,7 +23,7 @@ import {
   type UpcomingCallsResult,
   type UpcomingDays,
 } from "./data";
-import { formatPeriod } from "./format";
+import { callPeriod, eventLabelOf } from "./format";
 import type { MarketDay } from "../earnings/board-model";
 import {
   calendarDays,
@@ -46,6 +46,10 @@ import {
   type TranscriptSection,
 } from "./model";
 import { REPORT_FILTER, REPORT_PAGE, REPORT_ROWS } from "../shared/headless-options";
+import { companyDataNotes } from "../../../types/company-from";
+import { savedCopyMark, unansweredRefreshError } from "../../../data/saved-copies";
+
+const optionalErrors = (error: string | null) => error ? [error] : undefined;
 
 const CALL_COLUMNS = [
   { key: "ticker", header: "Ticker" },
@@ -53,6 +57,7 @@ const CALL_COLUMNS = [
   { key: "callAt", header: "Call date" },
   { key: "fiscalYear", header: "FY", align: "right" as const },
   { key: "fiscalQuarter", header: "FQ", align: "right" as const },
+  { key: "event", header: "Event" },
   { key: "status", header: "Status" },
   { key: "durationSeconds", header: "Seconds", align: "right" as const },
   { key: "wordCount", header: "Words", align: "right" as const },
@@ -124,6 +129,8 @@ function callRow(call: CloudEarningsCallPayload, now: number) {
     callAt: call.callAt,
     fiscalYear: call.fiscalYear,
     fiscalQuarter: call.fiscalQuarter,
+    // A deal call, a conference, an investor day: not a quarter's earnings call.
+    event: eventLabelOf(call),
     status: call.hasTranscript ? "transcribed" : callStatusLabel(call, now) || call.status,
     upcoming,
     in: upcoming ? callCountdown(call, now) : null,
@@ -167,9 +174,12 @@ function projectEarningsCallsHeadless(
     columns: CALL_COLUMNS,
     rows,
     ...(next ? { textRows: rows.filter((row) => row.id !== next.id) } : {}),
-    errors: result.refreshError ? [result.refreshError] : undefined,
+    errors: optionalErrors(unansweredRefreshError(result)),
     ...(sourceLimitReached || result.pending ? { complete: false } : {}),
+    ...(result.companyFrom ? { notes: companyDataNotes(result.companyFrom) } : {}),
     metadata: {
+      // A list served from a saved copy ends with when it was saved, instead of its refresh failure.
+      ...savedCopyMark(result),
       ...(next ? { notices: [nextCallNotice(next, now)], nextCall: { id: next.id, callAt: next.callAt, timeKnown: callTimeKnown(next), in: callCountdown(next, now) } } : {}),
       fetchedAt: result.fetchedAt,
       stale: result.stale,
@@ -208,9 +218,11 @@ function transcriptResult(
   return {
     columns: TRANSCRIPT_COLUMNS,
     rows,
-    errors: calls.refreshError ? [calls.refreshError] : undefined,
+    errors: optionalErrors(unansweredRefreshError(calls)),
     ...(calls.stale || calls.pending ? { complete: false } : {}),
+    ...(calls.companyFrom ? { notes: companyDataNotes(calls.companyFrom) } : {}),
     metadata: {
+      ...savedCopyMark(calls),
       stale: calls.stale,
       callListFetchedAt: calls.fetchedAt,
       callListPending: calls.pending ?? false,
@@ -219,6 +231,7 @@ function transcriptResult(
       company: transcript.companyName,
       fiscalYear: transcript.fiscalYear,
       fiscalQuarter: transcript.fiscalQuarter,
+      event: eventLabelOf(transcript),
       callAt: transcript.callAt,
       durationSeconds: transcript.durationSeconds,
       wordCount: transcript.wordCount,
@@ -259,7 +272,8 @@ function projectCalendar(
     timeKnown: callTimeKnown(call),
     local: callLocalClock(call),
     newYork: callNewYorkClock(call),
-    period: formatPeriod(call.fiscalYear, call.fiscalQuarter),
+    period: callPeriod(call),
+    event: eventLabelOf(call),
     fiscalYear: call.fiscalYear,
     fiscalQuarter: call.fiscalQuarter,
     in: calendarAway(call, now),
@@ -278,10 +292,11 @@ function projectCalendar(
     columns: CALENDAR_COLUMNS,
     textColumns: sameClock ? CALENDAR_TEXT_COLUMNS.filter((column) => column.key !== "local") : CALENDAR_TEXT_COLUMNS,
     rows,
-    errors: result.refreshError ? [result.refreshError] : undefined,
+    errors: optionalErrors(unansweredRefreshError(result)),
     ...(result.stale || result.truncated ? { complete: false } : {}),
     empty: "No calls on the calendar these days.",
     metadata: {
+      ...savedCopyMark(result),
       view: "upcoming",
       fetchedAt: result.fetchedAt,
       stale: result.stale,

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

@@ -3,6 +3,7 @@ import type {
   CloudEarningsTranscriptPayload,
   CloudTranscriptTurnPayload,
 } from "../../../api-client";
+import { eventLabelOf } from "./format";
 import { splitParagraphs } from "./prose";
 
 export type TranscriptSection =
@@ -210,7 +211,11 @@ export function findCallForQuarter(
 ): CloudEarningsCallPayload | null {
   const sorted = sortCallsNewest(calls);
   const token = requestedQuarter.trim().toUpperCase().replace(/[\s_-]+/g, "");
-  if (!token || token === "LATEST") return sorted[0] ?? null;
+  // The latest earnings call: a deal call or an investor day held after it is
+  // not the quarter's call, unless the company has nothing else.
+  if (!token || token === "LATEST") {
+    return sorted.find((call) => !eventLabelOf(call)) ?? sorted[0] ?? null;
+  }
 
   const quarterFirst = token.match(/^(?:F?Q)?([1-4])(?:\/?(\d{2}|\d{4}))?$/);
   if (quarterFirst) {

package/src/plugins/builtin/earnings-calls/pane.tsx

@@ -19,6 +19,7 @@ import {
   type QueryBarView,
   type StatItem,
 } from "../../../components";
+import { useCompanyDataFooter } from "../../../components/layout/pane/status-footer";
 import { handleRefreshKey } from "../../../components/data-table/table-pane";
 import { AudioPlayer, useCanPlayAudio } from "../../../components/ui";
 import { useShortcut } from "../../../react/input";
@@ -49,7 +50,7 @@ import {
   loadTranscript,
   statusOf,
 } from "./data";
-import { callTitle, formatCallDate, formatDuration, formatPeriod, formatSentiment } from "./format";
+import { callPeriod, callTitle, eventLabelOf, formatCallDate, formatDuration, formatSentiment } from "./format";
 import { findCallForQuarter, findInLines, MIN_FIND_LENGTH, turnParagraphs } from "./model";
 import { READER_TABS, TranscriptView, type ReaderTab, type TranscriptPlayback } from "./transcript-view";
 import { PLAYBACK_RATES, SEEK_STEP_SECONDS, useCallPlayback } from "./use-call-playback";
@@ -101,7 +102,7 @@ function renderCell(call: CloudEarningsCallPayload, column: CallColumn, now: num
     case "date":
       return { text: formatCallDate(call.callAt), color: colors.textDim };
     case "period":
-      return { text: formatPeriod(call.fiscalYear, call.fiscalQuarter) };
+      return { text: callPeriod(call) };
     case "length":
       return { text: formatDuration(call.durationSeconds), color: colors.textDim };
     case "sentiment": {
@@ -277,6 +278,8 @@ function CallsListView({
   const [listStatus, setListStatus] = useState<"idle" | "loading" | "loaded" | "error">(initialShelf ? "loaded" : "idle");
   const [listError, setListError] = useState<{ message: string; status?: number } | null>(null);
   const [stale, setStale] = useState(initialShelf?.stale === true);
+  // The company's home line the shelf is read from, for a receipt or a foreign line.
+  const [companyFrom, setCompanyFrom] = useState(initialShelf?.companyFrom ?? null);
   const [listFetchedAt, setListFetchedAt] = useState(initialShelf?.fetchedAt ?? 0);
   const listRequestVersion = useRef(0);
   const [listCompletedRequest, setListCompletedRequest] = useState(0);
@@ -340,6 +343,7 @@ function CallsListView({
           setNextOffset(result.calls.length);
           setHasMore(result.sourceLimitReached === true);
           setStale(result.stale);
+          setCompanyFrom(result.companyFrom ?? null);
           setListFetchedAt(result.fetchedAt);
           setListPending(result.pending === true && result.calls.length === 0);
           setListError(
@@ -410,6 +414,7 @@ function CallsListView({
     setListStatus(held ? "loaded" : "idle");
     setListPending(held?.pending === true && held.calls.length === 0);
     setStale(held?.stale === true);
+    setCompanyFrom(held?.companyFrom ?? null);
     setListFetchedAt(held?.fetchedAt ?? 0);
     setListError(null);
     setLookup(null);
@@ -525,7 +530,8 @@ function CallsListView({
           [
             call.ticker,
             call.companyName ?? "",
-            formatPeriod(call.fiscalYear, call.fiscalQuarter),
+            callPeriod(call),
+            eventLabelOf(call) ?? "",
             formatCallDate(call.callAt),
           ]
             .join(" ")
@@ -816,6 +822,8 @@ function CallsListView({
     [focusSearch, scrollTranscriptBy, openSource, playerShown, playback.toggle, playback.seekBy],
   );
 
+  // A receipt's or foreign line's calls are its company's, read from the home line.
+  useCompanyDataFooter(companyFrom, !readerOpen);
   usePaneFooter(
     footerId,
     () => {
@@ -1020,7 +1028,7 @@ function CallsListView({
         <AudioPlayer
           src={playback.audio.url}
           sourceKey={selected.id}
-          label={`${callTitle(selected)} call recording`}
+          label={`${callTitle(selected)}${eventLabelOf(selected) ? "" : " call"} recording`}
           durationSeconds={playback.audio.durationSeconds}
           rates={PLAYBACK_RATES}
           rate={playback.rate}

package/src/plugins/builtin/econ/calendar-model.ts

@@ -1,7 +1,7 @@
 import { createPluginCache } from "../../../data/plugin-cache";
 import type { DataTableColumn } from "../../../components";
 import { colors } from "../../../theme/colors";
-import { displayWidth } from "../../../utils/format";
+import { displayWidth, MISSING_VALUE } from "../../../utils/format";
 import { fetchEconCalendar } from "./calendar-source";
 import { parseEconFigure } from "./figures";
 import { isAllDayEvent, type EconEvent, type EconImpact } from "./types";
@@ -235,6 +235,51 @@ export function eventCountry(event: Pick<EconEvent, "country" | "event">): strin
   return euroAreaMember(event) ?? event.country;
 }
 
+/** What the feeds call the Fed's rate decision. */
+const FED_RATE_DECISION_NAMES = new Set(["federal funds rate", "fed interest rate decision"]);
+/** A figure that is a range (3.75-4.00%) rather than one level. */
+const RANGE_FIGURE = /\d\s*[-\u2013]\s*\d/;
+const FED_FUNDS_UPPER_BOUND = "Federal Funds Rate (upper bound)";
+
+/**
+ * A row's name as the calendar shows it. The Fed's decision is figured as one
+ * level, the top of the target range (4.00% for 3.75-4.00%), so it is named
+ * for that bound rather than read as the range or the effective rate; a row
+ * whose figures are the range keeps the feed's name. Whatever matches rows by
+ * name (alerts, the FRED history) reads the feed's own, `event.event`.
+ */
+export function econEventName(event: Pick<EconEvent, "country" | "event" | "actual" | "forecast" | "prior">): string {
+  if ((event.country !== "US" && event.country !== "USD") || !FED_RATE_DECISION_NAMES.has(event.event.trim().toLowerCase())) return event.event;
+  return [event.actual, event.forecast, event.prior].some((figure) => !!figure && RANGE_FIGURE.test(figure)) ? event.event : FED_FUNDS_UPPER_BOUND;
+}
+
+/** Letters and digits only, lower case: "Non-Farm" and "nonfarm" read alike. */
+const compactName = (text: string) => text.toLowerCase().replace(/[^a-z0-9]+/g, "");
+
+/**
+ * Whether a row's name carries every word of `query`, case, spaces and
+ * punctuation aside: `nonfarm` finds Non Farm Payrolls and Non-Farm
+ * Employment Change, `fed funds` the Federal Funds Rate. The name shown and the
+ * feed's own are both read.
+ */
+export function matchesEventSearch(event: Pick<EconEvent, "country" | "event" | "actual" | "forecast" | "prior">, query: string): boolean {
+  const words = query.split(/\s+/).map(compactName).filter(Boolean);
+  if (words.length === 0) return true;
+  const names = [event.event, econEventName(event)].map(compactName);
+  return names.some((name) => words.every((word) => name.includes(word)));
+}
+
+/**
+ * A release still to come that has a prior and no forecast: the consensus is
+ * not in yet, which the calendar draws as a dash.
+ */
+export function awaitsConsensus(event: Pick<EconEvent, "actual" | "forecast" | "prior">): boolean {
+  return !event.actual?.trim() && !event.forecast?.trim() && !!event.prior?.trim();
+}
+
+/** What a dash under Forecast means on a row still to come. */
+export const NO_CONSENSUS_NOTE = `${MISSING_VALUE} forecast = no consensus yet`;
+
 /** A national euro-area release matches EU (and G7, as EU) and its own member's code. */
 export function matchesCountry(event: Pick<EconEvent, "country" | "event">, filter: CountryFilter): boolean {
   const member = euroAreaMember(event);
@@ -376,6 +421,8 @@ export function subscribeCalendar(listener: () => void): () => void {
 }
 
 export interface EconCalendarLoadResult extends EconCalendarCacheEntry {
+  /** `stale-fallback`: the copy an earlier read saved, answering because its refresh failed. */
+  source?: "cache" | "network" | "stale-fallback";
   refreshError?: string;
 }
 

package/src/plugins/builtin/econ/calendar-source.ts

@@ -1,5 +1,6 @@
 import { apiClient, type CloudEconEventPayload } from "../../../api-client";
 import { ApiRequestError, isPermanentClientError } from "../../../api-client/errors";
+import { withPercentUnits } from "./figures";
 import type { EconEvent } from "./types";
 
 function toEconEvent(event: CloudEconEventPayload): EconEvent {
@@ -9,9 +10,10 @@ function toEconEvent(event: CloudEconEventPayload): EconEvent {
   };
 }
 
+/** The calendar, a percent indicator's figures in percent on every row (`withPercentUnits`). */
 export async function fetchEconCalendar(): Promise<EconEvent[]> {
   const events = await apiClient.getCloudEconomicCalendar();
-  return events.map(toEconEvent);
+  return withPercentUnits(events.map(toEconEvent));
 }
 
 /** The stored calendar from a day, or why it was not read so the caller reads the current calendar instead. */
@@ -40,7 +42,7 @@ export async function fetchEconCalendarFrom(from: string): Promise<EconCalendarF
     if (!payload || !Array.isArray(payload.events) || !(payload.storedFrom === null || /^\d{4}-\d{2}-\d{2}$/.test(String(payload.storedFrom)))) {
       return { events: null, failure: "the server returned an unreadable calendar" };
     }
-    return { events: payload.events.map(toEconEvent), storedFrom: payload.storedFrom };
+    return { events: withPercentUnits(payload.events.map(toEconEvent)), storedFrom: payload.storedFrom };
   } catch (error) {
     if (error instanceof ApiRequestError && error.status === 404) return { events: null, failure: null };
     if (isPermanentClientError(error)) throw error;

package/src/plugins/builtin/econ/detail-view.tsx

@@ -31,7 +31,7 @@ import { Box, Text } from "../../../ui";
 import { displayWidth, truncateToDisplayWidth } from "../../../utils/format";
 import { useOpenTickerChoice } from "../shared/ticker-choice";
 import { resolveFredMapping, projectFredHistory, fredHistoryUnits } from "./fred-series-map";
-import { actualColor, CALENDAR_TIME_ZONE_LABEL, timeLabel } from "./calendar-model";
+import { actualColor, CALENDAR_TIME_ZONE_LABEL, econEventName, timeLabel } from "./calendar-model";
 import { hasNoStatedTime, isAllDayEvent, type EconEvent } from "./types";
 
 interface EconDetailViewProps {
@@ -238,7 +238,7 @@ export function EconDetailView({ event, width, height, focused }: EconDetailView
   const rows = useMemo<HistoryRow[]>(() => projected
     .map((obs, index) => ({ date: obs.date, value: obs.value, change: index > 0 ? obs.value - projected[index - 1]!.value : null }))
     .reverse(), [projected]);
-  const label = event.event;
+  const label = econEventName(event);
   const series = useMemo(() => [staticSeries(
     projected.map((obs) => scalarPoint(new Date(`${obs.date}T00:00:00Z`), obs.value)),
     { id: "fred-history", label, color: colors.positive, calendarSpaced: true },