@gloom-sh/terminal 0.19.0 → 0.19.1

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

@@ -6,6 +6,7 @@ import type {
   HeadlessShotState,
 } from "../../../types/plugin";
 import { formatShortDate } from "../../../utils/datetime-format";
+import { servedFromSavedCopy } from "../../../data/saved-copies";
 import { normalizeCik, searchThirteenFFunds, TOP_FUNDS_MAX_LIMIT } from "./api";
 import { ApiRequestError } from "../../../api-client/errors";
 import { REPORT_PAGE, REPORT_ROWS } from "../shared/headless-options";
@@ -229,15 +230,40 @@ export interface ThirteenFHeadlessDependencies {
   loadEtfHoldings?(ticker: string, ctx: HeadlessPaneContext): Promise<FundMembersPayload>;
 }
 
+/** The oldest copy a load's 13F reads answered from because their refresh failed, by the load's context. */
+const savedCopies = new WeakMap<HeadlessPaneContext, { savedAt: number | null }>();
+
+/** How a 13F read for the load `ctx` says it answered from the copy saved at `savedAt`. */
+const noteSavedCopy = (ctx: HeadlessPaneContext) => (savedAt: number) => {
+  const entry = savedCopies.get(ctx);
+  if (entry) entry.savedAt = Math.min(entry.savedAt ?? savedAt, savedAt);
+};
+
+/**
+ * One load, whose report ends with when the oldest saved copy it answered
+ * from was saved (`couldn't refresh; saved copy from <time>`), as every
+ * command says it, instead of listing each failed refresh as an error.
+ */
+async function readingSavedCopies<T extends object>(ctx: HeadlessPaneContext, run: () => Promise<T>): Promise<T> {
+  const entry: { savedAt: number | null } = { savedAt: null };
+  savedCopies.set(ctx, entry);
+  try {
+    const result = await run();
+    return entry.savedAt == null ? result : servedFromSavedCopy(result, entry.savedAt);
+  } finally {
+    if (savedCopies.get(ctx) === entry) savedCopies.delete(ctx);
+  }
+}
+
 const defaultDependencies: Required<ThirteenFHeadlessDependencies> = {
   loadBrowser: (tab, query, limit, _args, ctx) => loadBrowserRows(
     tab,
     query,
     ctx.signal,
-    { limit },
+    { limit, onSavedCopy: noteSavedCopy(ctx) },
   ),
   // An overlap never shows a fund's missed quarter, so it does not ask EDGAR.
-  loadDetail: (cik, name, args, ctx) => loadFundDetail(cik, name, ctx.signal, { filingGap: !isOverlapLoad(args) }),
+  loadDetail: (cik, name, args, ctx) => loadFundDetail(cik, name, ctx.signal, { filingGap: !isOverlapLoad(args), onSavedCopy: noteSavedCopy(ctx) }),
   loadSplitFactors: (detail, ctx) => loadSplitFactors(
     detail,
     (ticker, after, through) => corporateSplitFactor(ctx.marketData, ticker, after, through),
@@ -247,6 +273,7 @@ const defaultDependencies: Required<ThirteenFHeadlessDependencies> = {
   searchFunds: (query, ctx) => searchThirteenFFunds(query, THIRTEENF_MAX_LIMIT, ctx.signal),
   loadPerformance: (cik, name, ctx) => loadFundPerformance(cik, name, ctx.signal, {
     splitFactor: (ticker, after, through) => corporateSplitFactor(ctx.marketData, ticker, after, through),
+    onSavedCopy: noteSavedCopy(ctx),
   }),
   loadEtfFunds: async (ctx) => (await fetchFunds(ctx.apiClient)).funds,
   loadEtfHoldings: (ticker, ctx) => fetchMembers(ticker, ctx.apiClient),
@@ -541,7 +568,7 @@ export function createThirteenFHeadless(
     ],
     describe: (args, result) => thirteenFTitle(args, result?.metadata),
     shotState: async (args, load) => thirteenFShotState(args, (await load()).metadata ?? {}),
-    async load(args, ctx) {
+    load: (args, ctx) => readingSavedCopies(ctx, async () => {
       const query = typeof args.argument === "string" ? args.argument.trim() : "";
       const requestedView = String(args.options.view) as HeadlessThirteenFView;
       const compare = typeof args.options.compare === "string" ? args.options.compare.trim() : "";
@@ -920,7 +947,7 @@ export function createThirteenFHeadless(
           ],
         },
       };
-    },
+    }),
   };
 }
 

package/src/plugins/builtin/ticker-detail/overview/model.ts

@@ -1,9 +1,9 @@
 import { formatPriceEarnings, NOT_MEANINGFUL } from "../../../../utils/price-earnings";
 import { convertMarketCapitalization } from "../../../../utils/market-capitalization";
 import { priceColor } from "../../../../theme/colors";
-import type { CompanyProfile, DepositaryPair, NextEarnings, Quote, TickerFinancials } from "../../../../types/financials";
+import type { CedearRatio, CompanyProfile, DepositaryPair, NextEarnings, Quote, TickerFinancials } from "../../../../types/financials";
 import { adrRatioText } from "../../../../utils/depositary-receipt";
-import { ratioCount } from "../../../../market-data/depositary-pair";
+import { cedearRatioText, ratioCount } from "../../../../market-data/depositary-pair";
 import { ADR_PAIR_TAB_ID, ADR_PAIR_TEMPLATE_ID } from "../adr-pair/model";
 import type { Portfolio, TickerPosition, TickerRecord } from "../../../../types/ticker";
 import type { BrokerInstanceConfig } from "../../../../types/config";
@@ -151,6 +151,7 @@ export function buildOverviewStats({
   nextEarnings,
   depositaryReceipt = false,
   depositaryPair = null,
+  cedearRatio = null,
   today,
   dividend,
   bond = null,
@@ -169,6 +170,8 @@ export function buildOverviewStats({
   depositaryReceipt?: boolean;
   /** The receipt pair the listing is a side of, as Gloom Cloud serves it; `receiptSide` when the listing is the receipt. */
   depositaryPair?: { pair: DepositaryPair; receiptSide: boolean } | null;
+  /** A Buenos Aires CEDEAR's ratio in its company's shares, as Gloom Cloud serves it. */
+  cedearRatio?: CedearRatio | null;
   /** The listing's calendar day, YYYY-MM-DD; dates before it are left out. */
   today?: string;
   /** The history the dividend yield reads (useOverviewDividend): a trailing one is measured from its cash, a forward one stops with it; without it the yield stands. */
@@ -223,6 +226,11 @@ export function buildOverviewStats({
       ? { label: "ADR Ratio", value: `1:${count}`, detail: [adrRatioText(pair.ratio)!, `${count} sh per ADR`], link: ADR_PAIR }
       : { label: "ADR", value: pair.receipt, detail: [`1 ADR = ${count} of these shares`, `1:${count}`], link: ADR_PAIR });
   }
+  if (cedearRatio) {
+    const receipts = ratioCount(cedearRatio.receipts);
+    const shares = ratioCount(cedearRatio.shares);
+    stats.push({ label: "CEDEAR Ratio", value: `${receipts}:${shares}`, detail: [cedearRatioText(cedearRatio), `${receipts} per ${shares} sh`] });
+  }
   const trailingPE = liveTrailingPE(quote, fundamentals);
   if (trailingPE != null) {
     stats.push({ label: "P/E (TTM)", value: formatPriceEarnings(trailingPE) });

package/src/plugins/builtin/ticker-detail/overview-tab.tsx

@@ -42,7 +42,7 @@ import { appTtmRate, enterpriseValueReconciliationNote, ttmAtAppRate, ttmConvers
 import { atRegularSessionPrice } from "../../../market-data/quotes/regular-session-valuation";
 import { zonedDateKey } from "../../../utils/zoned-date-time";
 import { sharesOutstandingInReceipts } from "../../../utils/depositary-receipt";
-import { isReceiptSide, listingDepositaryPair } from "../../../market-data/depositary-pair";
+import { isReceiptSide, listingCedearRatio, listingDepositaryPair } from "../../../market-data/depositary-pair";
 import {
   CompactRangeBar,
   FundamentalsGrid,
@@ -335,6 +335,7 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
     nextEarnings: financials?.nextEarnings,
     depositaryReceipt: sharesOutstandingInReceipts(quote, fundamentals, description),
     depositaryPair: depositaryPair ? { pair: depositaryPair, receiptSide: isReceiptSide(financials) } : null,
+    cedearRatio: listingCedearRatio(financials),
     // Report and ex-dividend dates are the listing's calendar days.
     today: zonedDateKey(Date.now(), chartTimeZone ?? "America/New_York"),
     dividend,

package/src/plugins/builtin/ticker-detail/pane.tsx

@@ -326,16 +326,21 @@ export function TickerResearchPane({ focused, width, height }: PaneProps) {
     selectResearchTab(tabId);
     return true;
   }, [selectResearchTab, visibleTabIds]);
+  // Without a ticker the pane draws only its empty state, and the tab list has
+  // no Overview, so the fallback above lands on the first tab that needs no
+  // ticker. Nobody opened it, and keeping it mounted would load its data on
+  // every ticker switch.
+  const shownTabId = ticker && visibleTabIds.has(resolvedTabId) ? resolvedTabId : null;
   const renderedTabIds = useMemo(() => {
     const next = new Set<string>();
     for (const tabId of mountedTabIds) {
       if (visibleTabIds.has(tabId)) next.add(tabId);
     }
-    if (visibleTabIds.has(resolvedTabId)) {
-      next.add(resolvedTabId);
+    if (shownTabId) {
+      next.add(shownTabId);
     }
     return next;
-  }, [mountedTabIds, resolvedTabId, visibleTabIds]);
+  }, [mountedTabIds, shownTabId, visibleTabIds]);
 
   const handlePluginCapture = useCallback((capturing: boolean) => {
     setPluginCaptured(capturing);
@@ -354,12 +359,12 @@ export function TickerResearchPane({ focused, width, height }: PaneProps) {
       for (const tabId of current) {
         if (visibleTabIds.has(tabId)) next.add(tabId);
       }
-      if (visibleTabIds.has(resolvedTabId)) {
-        next.add(resolvedTabId);
+      if (shownTabId) {
+        next.add(shownTabId);
       }
       return sameStringSet(current, next) ? current : next;
     });
-  }, [resolvedTabId, visibleTabIds]);
+  }, [shownTabId, visibleTabIds]);
 
   if (!ticker) {
     const isEmptyFollowCollection = paneInstance?.binding?.kind === "follow" && !!collectionId && collectionTickerCount === 0;

package/src/plugins/builtin/treasury-auctions/headless.ts

@@ -28,27 +28,34 @@ import {
 } from "./model";
 
 /**
- * A completed auction's missing bid-to-cover or bidder split is a blank cell:
- * the source has bid-to-cover regularly from late 1999 and the split only from
- * 2008-04-07. "-" stays for an announced auction whose results are not out yet.
+ * A missing bid-to-cover or bidder split is a blank cell: the source has
+ * bid-to-cover regularly from late 1999 and the split only from 2008-04-07,
+ * and an announced auction has no results to fill them; its Rate says so.
  */
-const missing = (row: Record<string, unknown>) => isPendingAuction(row as unknown as TreasuryAuction) ? "-" : "";
-const formatPercent = (value: unknown, row: Record<string, unknown>) => value == null ? missing(row) : `${Number(value).toFixed(1)}%`;
+const formatPercent = (value: unknown) => value == null ? "" : `${Number(value).toFixed(1)}%`;
+
+/** What an announced auction's Rate reads until the source publishes its results. */
+const RESULTS_NOT_PUBLISHED = "results not published";
+const pending = (row: Record<string, unknown>) => isPendingAuction(row as unknown as TreasuryAuction);
 
 /** Why the stop-out column is not a tail; the docs page says the same at length. */
 const STOP_OUT_NOTE = "Stop-out vs avg is the high yield minus the average/median yield, in bp (bills: discount rates). "
   + "A true tail, the stop-out against the 1 pm when-issued yield, needs the when-issued yield, which the source does not carry.";
 
 const MISSING_METRICS_NOTE = "A blank B/C or bidder share is one the source does not have for that auction: "
-  + "bid-to-cover is regular from late 1999, the indirect, direct and dealer split from 2008-04-07. - is a result not out yet.";
+  + "bid-to-cover is regular from late 1999, the indirect, direct and dealer split from 2008-04-07.";
 
 /** A completed auction the source gives no bid-to-cover or no bidder split for. */
 const lacksMetrics = (auction: TreasuryAuction) => !isPendingAuction(auction)
   && (auction.bidToCoverRatio == null || indirectPct(auction) == null || directPct(auction) == null || dealerPct(auction) == null);
 
-/** The rate as the table prints it; a TIPS or FRN row says what its number is (`2.653% real`, `4.0bp spread`). */
+/**
+ * The rate as the table prints it; a TIPS or FRN row says what its number is
+ * (`2.653% real`, `4.0bp spread`), and an announced auction that its results
+ * are not published yet.
+ */
 const rateCell = (value: unknown, row: Record<string, unknown>) => {
-  const text = formatAuctionRate(row as unknown as TreasuryAuction, value == null ? null : Number(value), "-");
+  const text = formatAuctionRate(row as unknown as TreasuryAuction, value == null ? null : Number(value), pending(row) ? RESULTS_NOT_PUBLISHED : "-");
   const qualifier = value == null ? null : rateQualifier(row as unknown as TreasuryAuction);
   return qualifier ? `${text} ${qualifier}` : text;
 };
@@ -61,14 +68,16 @@ const COLUMNS = [
     key: "rate",
     header: "Rate",
     align: "right" as const,
-    format: (value: unknown, row: Record<string, unknown>) => formatAuctionRate(row as unknown as TreasuryAuction, value == null ? null : Number(value), "-"),
+    format: (value: unknown, row: Record<string, unknown>) => formatAuctionRate(
+      row as unknown as TreasuryAuction, value == null ? null : Number(value), pending(row) ? RESULTS_NOT_PUBLISHED : "-",
+    ),
     textFormat: rateCell,
   },
-  { key: "stopOutVsAvgBp", header: "Stop-out vs avg (bp)", align: "right" as const, format: (value: unknown) => value == null ? "-" : Number(value).toFixed(1) },
   {
-    key: "bidToCoverRatio", header: "B/C", align: "right" as const,
-    format: (value: unknown, row: Record<string, unknown>) => value == null ? missing(row) : Number(value).toFixed(2),
+    key: "stopOutVsAvgBp", header: "Stop-out vs avg (bp)", align: "right" as const,
+    format: (value: unknown, row: Record<string, unknown>) => value == null ? pending(row) ? "" : "-" : Number(value).toFixed(1),
   },
+  { key: "bidToCoverRatio", header: "B/C", align: "right" as const, format: (value: unknown) => value == null ? "" : Number(value).toFixed(2) },
   { key: "indirectPercent", header: "Indirect", align: "right" as const, format: formatPercent },
   { key: "directPercent", header: "Direct", align: "right" as const, format: formatPercent },
   { key: "dealerPercent", header: "Dealer", align: "right" as const, format: formatPercent },

package/src/plugins/builtin/treasury-auctions/pane.tsx

@@ -105,6 +105,9 @@ function secTypeColor(secType: string, selected: boolean): string {
   }
 }
 
+/** An announced auction's Rate in the table, the word other panes use for a figure not out yet (KPI's Later actual). */
+const RESULTS_PENDING = "Pending";
+
 // Stable table adapter so memoized rows survive pane re-renders.
 const auctionKey = (auction: TreasuryAuction) => auction.id;
 
@@ -119,8 +122,8 @@ function renderAuctionCell(
 
   switch (column.id) {
     case "date":
-      // Announced auctions have no results yet; every metric cell reads "—",
-      // so the date carries the distinction instead of a second placeholder.
+      // Announced auctions have no results yet: Rate reads Pending, the other
+      // metric cells "—", and the date is bright.
       return {
         text: showYear ? auction.auctionDate : formatShortDate(auction.auctionDate, { year: false, utc: true, fallback: "\u2014" }),
         color: rowState.selected ? colors.selectedText : isPendingAuction(auction) ? colors.textBright : colors.textDim,
@@ -134,7 +137,10 @@ function renderAuctionCell(
     case "term":
       return { text: auction.securityTerm, color: selected ?? colors.text };
     case "rate":
-      return { text: formatAuctionRate(auction, rateValue(auction), "—"), color: selected ?? colors.textBright };
+      // An announced auction says its results are pending, as its detail does; other metric cells stay "—".
+      return isPendingAuction(auction)
+        ? { text: RESULTS_PENDING, color: dimmed }
+        : { text: formatAuctionRate(auction, rateValue(auction), "—"), color: selected ?? colors.textBright };
     case "stopOut":
       return { text: formatBp(stopOutVsAverageBp(auction)), color: selected ?? colors.text };
     case "btc":

package/src/plugins/builtin/volatility/pane.tsx

@@ -171,8 +171,11 @@ export function VolatilityPane({ focused, width, height }: PaneProps) {
   usePaneFooter("volatility", () => ({ info: [
     ...(resource.loading ? [{ id: "loading", parts: [{ text: "loading volatility", tone: "muted" as const }] }] : []),
     ...(result?.stale ? [{ id: "stale", parts: [{ text: "stale", tone: "warning" as const }] }] : []),
-    ...(data ? [{ id: "basis", parts: [{ text: observationBasis, tone: "muted" as const }] }] : []),
-    ...(asOf ? [{ id: "date", parts: [{ text: observationTime ? `${observationTime.slice(0, 16).replace("T", " ")} UTC` : asOf, tone: "muted" as const }] }] : []),
+    // One fact, "close 2026-09-25": the basis and its date read as one segment.
+    ...(data || asOf ? [{ id: "basis", parts: [
+      ...(data ? [{ text: observationBasis, tone: "muted" as const }] : []),
+      ...(asOf ? [{ text: observationTime ? `${observationTime.slice(0, 16).replace("T", " ")} UTC` : asOf, tone: "muted" as const }] : []),
+    ] }] : []),
   ], hints: [{ id: "view", key: "v", label: "iew", onPress: cycleTab }] }), [resource.loading, result?.stale, data, asOf, observationTime, observationBasis, cycleTab]);
   const { strip: tabStrip, rows: tabRows } = usePaneTabs({ tabs: TABS, activeValue: tab, onSelect: setTab, focused, dense: true });
   const contentHeight = Math.max(5, height - tabRows);

package/src/plugins/builtin/yield-curve/client.ts

@@ -1,8 +1,11 @@
 import { apiClient } from "../../../api-client";
 import type { SwapCurvePayload, SwapTenor } from "../../../api-client/swap-curve";
-import { createPluginCache } from "../../../data/plugin-cache";
+import { isPermanentClientError } from "../../../api-client/errors";
+import { createPluginCache, type PluginCacheResult } from "../../../data/plugin-cache";
 import { cachedCloudResource, loadCloudResource, unavailableOnServer } from "../shared/cloud-resource";
 import { validateSwapCurve } from "./swaps-model";
+import { loadCurveData, type CurveData, type CurveId } from "./curves";
+import { loadWorldRows, type WorldRow } from "./world";
 
 export const swapCurveCache = createPluginCache<SwapCurvePayload>({
   kind: "sofr-swap-curve", source: "gloom-cloud", schemaVersion: 1,
@@ -23,3 +26,60 @@ export async function fetchSwapCurve(tenor: SwapTenor,
 export const getCachedSwapCurve = (tenor: SwapTenor) => cachedCloudResource(swapCurveCache, tenor, validateSwapCurve);
 export const loadSwapCurve = (tenor: SwapTenor, force = false) =>
   loadCloudResource(swapCurveCache, tenor, () => fetchSwapCurve(tenor), { force, validate: validateSwapCurve });
+
+const DAY_MS = 24 * 60 * 60_000;
+
+/**
+ * The Curve and World tabs' curves as last read, so a refresh that fails
+ * (offline, a service error) shows the copy an earlier read saved instead of
+ * an empty tab. Every load still asks the server; the copy is the fallback.
+ */
+export const curveViewCache = createPluginCache<CurveData>({
+  kind: "yield-curve-view", source: "gloom-cloud", schemaVersion: 1,
+  policy: { staleMs: 15 * 60_000, expireMs: 30 * DAY_MS },
+});
+export const worldCurvesCache = createPluginCache<WorldRow[]>({
+  kind: "world-curves", source: "gloom-cloud", schemaVersion: 1,
+  policy: { staleMs: 15 * 60_000, expireMs: 30 * DAY_MS },
+});
+
+/** What a tab shows, and when the copy shown was saved when it is one, its refresh having failed. */
+export interface SavedCopyAnswer<T> {
+  data: T;
+  savedAt: number | null;
+}
+
+const curveKey = (curve: CurveId, requestedDate: string) => `${curve}:${requestedDate || "latest"}`;
+/**
+ * A copy is the saved one by where it came from, whatever its failure said. A
+ * refusal asking again will not change (access denied, an unknown curve) is
+ * said rather than covered by the copy, as `loadCloudResource` does.
+ */
+function answer<T>(result: PluginCacheResult<T>): SavedCopyAnswer<T> {
+  const saved = result.source === "stale-fallback";
+  if (saved && isPermanentClientError(result.error)) throw result.error;
+  return { data: result.data, savedAt: saved ? result.fetchedAt : null };
+}
+
+/** The curve on the date (its latest without one), or the copy an earlier read saved when it cannot be read. */
+export async function loadSavedCurve(curve: CurveId, requestedDate: string,
+  client?: Parameters<typeof loadCurveData>[2]): Promise<SavedCopyAnswer<CurveData>> {
+  return answer(await curveViewCache.load(curveKey(curve, requestedDate), () => loadCurveData(curve, requestedDate, client), { force: true }));
+}
+
+/** The saved curve, for the tab's first paint while it is read again. */
+export function cachedCurve(curve: CurveId, requestedDate: string): SavedCopyAnswer<CurveData> | null {
+  const cached = curveViewCache.get(curveKey(curve, requestedDate), { allowExpired: true });
+  return cached ? { data: cached.data, savedAt: null } : null;
+}
+
+/** Each market's latest curve, or the copy an earlier read saved when they cannot be read. */
+export async function loadSavedWorldRows(client?: Parameters<typeof loadWorldRows>[0]): Promise<SavedCopyAnswer<WorldRow[]>> {
+  return answer(await worldCurvesCache.load("latest", () => loadWorldRows(client), { force: true }));
+}
+
+/** The saved world board, for the tab's first paint while it is read again. */
+export function cachedWorldRows(): SavedCopyAnswer<WorldRow[]> | null {
+  const cached = worldCurvesCache.get("latest", { allowExpired: true });
+  return cached ? { data: cached.data, savedAt: null } : null;
+}

package/src/plugins/builtin/yield-curve/headless.ts

@@ -4,16 +4,17 @@ import type {
 } from "../../../types/plugin";
 import {
   compareDate, curveCutoff, CURVE_OPTIONS, curveIdOf, curveOption, curveSpreadFigures, curveTenorMove, loadComparePoints,
-  loadCurveData, parseCompareInput, parseCurveArgument, type CurveData, type CurveId,
+  parseCompareInput, parseCurveArgument, type CurveData, type CurveId,
 } from "./curves";
 import { yieldTenorRows, type YieldLookbackCurves } from "./chart";
 import { curveAsOf, type YieldPoint, yieldCurveErrors } from "./treasury-data";
 import { loadYieldCurveLookbacks, yieldCurveDate } from "./history";
-import { loadWorldRows, type WorldRow } from "./world";
+import type { WorldRow } from "./world";
 import { formatBasisPoints, toBasisPoints } from "../../../utils/basis-points";
 import { DATE_OPTION_EXAMPLES } from "../../../utils/calendar-date";
 import { SWAP_TENORS, type SwapCurvePayload, type SwapTenor } from "../../../api-client/swap-curve";
-import { fetchSwapCurve } from "./client";
+import { fetchSwapCurve, loadSavedCurve, loadSavedWorldRows } from "./client";
+import { savedCopyMark } from "../../../data/saved-copies";
 import { formatSwapBp, selectedSwapTenor } from "./swaps-model";
 
 const percent = (value: unknown) => value == null ? "-" : `${Number(value).toFixed(2)}%`;
@@ -87,13 +88,14 @@ export interface YieldCurveHeadlessDependencies {
 }
 
 const defaultDependencies: Required<YieldCurveHeadlessDependencies> = {
-  load: (curve, requestedDate, context) => loadCurveData(curve, requestedDate, context.apiClient),
+  // A curve that cannot be read is the copy an earlier read saved, marked so the report says so.
+  load: async (curve, requestedDate, context) => (await loadSavedCurve(curve, requestedDate, context.apiClient)).data,
   compare: (curve, date, context) => loadComparePoints(curve, date, context.apiClient),
   lookbacks: async (session, context) => Object.fromEntries(
     (await loadYieldCurveLookbacks(session, (id, options) => context.apiClient.getCloudFredSeries(id, options)))
       .map((lookback) => [lookback.id, lookback.points]),
   ),
-  world: (context) => loadWorldRows(context.apiClient),
+  world: async (context) => (await loadSavedWorldRows(context.apiClient)).data,
   swaps: (tenor, context) => fetchSwapCurve(tenor, context.apiClient),
 };
 
@@ -184,7 +186,7 @@ export function createYieldCurveHeadless(
         return {
           freshness: { source: "Government bond publishers", status: "not-a-feed", basis: "daily curves" },
           columns: WORLD_COLUMNS,
-          rows: rows.map((row) => ({ market: row.market, twoYear: row.twoYear, tenYear: row.tenYear, thirtyYear: row.thirtyYear,
+          rows: rows.map((row) => ({ ...savedCopyMark(row), market: row.market, twoYear: row.twoYear, tenYear: row.tenYear, thirtyYear: row.thirtyYear,
             twosTensBasisPoints: bp(row.twosTens), tenYearChangeBasisPoints: bp(row.tenYearChange), asOf: row.asOf })),
           metadata: { units: "Percent" },
         };
@@ -244,6 +246,7 @@ export function createYieldCurveHeadless(
           const day = ranked ? curveTenorMove(data, point.maturity, "1D") : null;
           const week = ranked ? curveTenorMove(data, point.maturity, "1W") : null;
           return {
+            ...savedCopyMark(data),
             ...point,
             change1dBasisPoints: change == null ? null : toBasisPoints(change, 1),
             ...(ranked ? {

package/src/plugins/builtin/yield-curve/index.tsx

@@ -8,6 +8,7 @@ import { curveStrip, curveSurfaceMinRows } from "../../../components/chart/curve
 import { curveLookbackLabel } from "../../../components/chart/curve/model";
 import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
 import { useAsyncResource } from "../../../react/async-resource";
+import { isPermanentClientError } from "../../../api-client/errors";
 import { usePaneSettingValue } from "../../../state/app/context";
 import { usePluginPaneState } from "../../../public/react";
 import { priceColor } from "../../../theme/colors";
@@ -18,6 +19,7 @@ import type { PluginModule } from "../plugin-module";
 import { GOVERNMENT_BOND_SERIES, TREASURY_SERIES } from "./series";
 import { useAutoRefresh } from "../../../react/auto-refresh";
 import { usePaneStatusFooter } from "../../../components/layout/pane/status-footer";
+import { savedCopyFooterSegment, type PaneFooterSegment } from "../../../components/layout/pane/footer";
 import { formatPercentileRank } from "../../../utils/format";
 import { SERIES_COLORS } from "../../../theme/series-colors";
 import type { CurveSeries } from "../../../components/chart/curve";
@@ -27,20 +29,28 @@ import {
   type YieldTenorRow,
 } from "./chart";
 import {
-  compareDate, curveCutoff, curveIdOf, CURVE_OPTIONS, curveSpreadFigures, curveTenorMove, loadComparePoints, loadCurveData,
+  compareDate, curveCutoff, curveIdOf, CURVE_OPTIONS, curveSpreadFigures, curveTenorMove, loadComparePoints,
   parseCompareInput, parseCurveArgument, type CurveId,
 } from "./curves";
 import { formatMoveRank, MOVE_HORIZONS } from "../shared/move-rank";
 import { forwardCurve, type CurveBasis } from "./forward";
 import { loadYieldCurveLookbacks, yieldCurveDate } from "./history";
 import { curveAsOf, isYieldObservationDate, type YieldPoint, yieldCurveErrors } from "./treasury-data";
-import { loadWorldRows, type WorldRow } from "./world";
+import type { WorldRow } from "./world";
 import { SwapsTab } from "./swaps";
-import { swapCurveCache } from "./client";
+import {
+  cachedCurve, cachedWorldRows, curveViewCache, loadSavedCurve, loadSavedWorldRows, swapCurveCache, worldCurvesCache,
+} from "./client";
 
 type GcTab = "curve" | "world" | "swaps";
 const TABS = [{ label: "Curve", value: "curve" }, { label: "World", value: "world" }, { label: "Swaps", value: "swaps" }];
 const EMPTY_POINTS: YieldPoint[] = [];
+
+/** A tab showing the copy an earlier read saved, its refresh having failed, says when that copy is from. */
+function useSavedCopyInfo(savedAt: number | null | undefined): PaneFooterSegment[] | undefined {
+  return useMemo(() => savedAt != null ? [savedCopyFooterSegment("saved-copy", savedAt)] : undefined, [savedAt]);
+}
+
 /** Axis word for the loaded curve's basis. */
 const BASIS_LABEL: Record<CurveBasis, string> = {
   par: "Par yield",
@@ -165,8 +175,14 @@ function CurveTab({ curve, onCurveChange, focused, width, height }: {
   const compareField = useDraftField(compareInput);
   const editing = dateField.active || compareField.active;
 
-  const loadCurve = useCallback(async () => loadCurveData(curve, requestedDate), [curve, requestedDate]);
-  const { data, loading, error, updatedAt: lastUpdated, load } = useAsyncResource(loadCurve);
+  // The saved copy paints first and answers when a refresh fails; a failed refresh never empties the tab, unless
+  // asking again cannot help (access denied), which is said instead.
+  const loadCurve = useCallback(async () => loadSavedCurve(curve, requestedDate), [curve, requestedDate]);
+  const { data: answer, loading, error, updatedAt: lastUpdated, load } = useAsyncResource(loadCurve, {
+    initialData: () => cachedCurve(curve, requestedDate), clearOnError: isPermanentClientError,
+  });
+  const data = answer?.data ?? null;
+  const savedInfo = useSavedCopyInfo(answer?.savedAt);
   // A pending curve or date change must never relabel the previous curve as the new one.
   const current = data?.curve === curve && data.requestedDate === requestedDate ? data : null;
   const points = current?.points ?? EMPTY_POINTS;
@@ -260,6 +276,7 @@ function CurveTab({ curve, onCurveChange, focused, width, height }: {
     registrationId: "yield-curve",
     loading: loading || (compareKey != null && compareResource.loading && !comparePoints),
     error: error || sourceError || null,
+    info: savedInfo,
     hints: [
       { id: "date", key: "d", label: "ate", onPress: dateField.focus },
       { id: "compare", key: "v", label: "s", title: "Compare with a date", onPress: compareField.focus },
@@ -413,11 +430,14 @@ function WorldTab({ onOpen, focused, width, height }: {
 }) {
   const colors = useThemeColors();
   const [selected, setSelected] = usePluginPaneState<string | null>("yield-curve:market", null);
-  const loadWorld = useCallback(() => loadWorldRows(), []);
-  const { data, loading, error, updatedAt, load } = useAsyncResource(loadWorld);
+  const loadWorld = useCallback(() => loadSavedWorldRows(), []);
+  const { data: answer, loading, error, updatedAt, load } = useAsyncResource(loadWorld, {
+    initialData: cachedWorldRows, clearOnError: isPermanentClientError,
+  });
+  const data = answer?.data ?? null;
   useAutoRefresh(updatedAt, load);
   usePaneRefreshKey(() => void load(), { focused });
-  usePaneStatusFooter({ registrationId: "yield-curve:world", loading, error: error || null });
+  usePaneStatusFooter({ registrationId: "yield-curve:world", loading, error: error || null, info: useSavedCopyInfo(answer?.savedAt) });
   const rows = data ?? [];
   const selectedId = rows.some((row) => row.id === selected) ? selected! : rows[0]?.id ?? null;
   // Every market's latest curve, each in its own colour; the selected row is
@@ -465,8 +485,12 @@ function WorldTab({ onOpen, focused, width, height }: {
 }
 
 export const yieldCurveModule: PluginModule = {
-  setup(ctx) { swapCurveCache.attach(ctx.persistence); },
-  dispose() { swapCurveCache.reset(); },
+  setup(ctx) {
+    for (const cache of [swapCurveCache, curveViewCache, worldCurvesCache]) cache.attach(ctx.persistence);
+  },
+  dispose() {
+    for (const cache of [swapCurveCache, curveViewCache, worldCurvesCache]) cache.reset();
+  },
   series: [...TREASURY_SERIES, ...GOVERNMENT_BOND_SERIES],
   panes: [{
     id: "yield-curve",

package/src/plugins/builtin/yield-curve/swaps.tsx

@@ -7,8 +7,9 @@ import {
 import { curveStrip, curveSurfaceMinRows } from "../../../components/chart/curve";
 import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
 import { usePaneStatusFooter } from "../../../components/layout/pane/status-footer";
+import { savedCopyFooterSegment } from "../../../components/layout/pane/footer";
 import { FILL_REST } from "../../../components/ui/fill";
-import { isAccessDenied } from "../../../api-client/errors";
+import { isPermanentClientError } from "../../../api-client/errors";
 import { usePluginPaneState } from "../../../public/react";
 import { useAsyncResource } from "../../../react/async-resource";
 import { useAutoRefresh } from "../../../react/auto-refresh";
@@ -37,17 +38,20 @@ export function SwapsTab({ focused, width, height }: { focused: boolean; width:
   const tenor = selectedSwapTenor(selected);
   const loader = useCallback((force: boolean) => loadSwapCurve(tenor, force), [tenor]);
   const resource = useAsyncResource(loader, {
-    initialData: () => getCachedSwapCurve(tenor), keepPreviousData: true, clearOnError: isAccessDenied,
+    initialData: () => getCachedSwapCurve(tenor), keepPreviousData: true, clearOnError: isPermanentClientError,
   });
   const payload = resource.data?.payload;
   const rows = payload?.asOf ? payload.points : EMPTY_ROWS;
   // A new tenor keeps the curve/table in place, but never relabels the old tenor's history.
   const history = payload?.history.tenor === tenor ? payload.history : null;
-  const stale = !!payload?.asOf && (payload.stale || resource.data?.stale || false);
-  const error = resource.error || resource.data?.refreshError || null;
+  // A refresh that failed shows the copy an earlier read saved, and says when that copy is from.
+  const savedAt = resource.data?.savedAt ?? null;
+  const savedInfo = useMemo(() => savedAt != null ? [savedCopyFooterSegment("saved-copy", savedAt)] : undefined, [savedAt]);
+  const stale = !!payload?.asOf && (payload.stale || (savedAt == null && resource.data?.stale) || false);
+  const error = resource.error || (savedAt == null ? resource.data?.refreshError : null) || null;
   useAutoRefresh(stale ? null : resource.updatedAt, resource.load);
   usePaneRefreshKey(resource.reload, { focused });
-  usePaneStatusFooter({ registrationId: "yield-curve:swaps", loading: resource.loading, error, stale });
+  usePaneStatusFooter({ registrationId: "yield-curve:swaps", loading: resource.loading, error, stale, info: savedInfo });
   usePaneNoticeFooter({
     registrationId: "yield-curve:swaps:notices", focused,
     notices: payload?.asOf ? [

package/src/plugins/catalog-browser.ts

@@ -45,6 +45,7 @@ import { commentLettersPlugin } from "./builtin/comment-letters";
 import { openFdaPlugin } from "./builtin/openfda";
 import { browserGloomberbCloudPlugin } from "./builtin/cloud/browser";
 import { changelogModule } from "./builtin/changelog";
+import { roadmapModule } from "./builtin/roadmap";
 import { chartComposerModule } from "./builtin/chart-composer";
 import { connectionsModule } from "./builtin/connections";
 import { relativeRotationModule } from "./builtin/relative-rotation";
@@ -126,7 +127,7 @@ import { FIXED_INCOME_HOSTS } from "./builtin/fixed-income/model";
 
 const browserApplicationPlugin = composeBuiltinPlugin({
   ...applicationPluginMeta,
-  modules: [layoutManagerModule, helpModule, changelogModule, connectionsModule, docsModule],
+  modules: [layoutManagerModule, helpModule, changelogModule, connectionsModule, docsModule, roadmapModule],
 });
 
 const runtimeOnly = (module: PluginModule): PluginModule => {

package/src/plugins/host-link.ts

@@ -32,7 +32,7 @@ const LINKED_PACKAGES = ["gloomberb", "react"] as const;
 
 /**
  * The names the host is published under: `gloomberb`, which plugins import
- * as, and `@gloom-sh/terminal` once releases are also published under it.
+ * as, and `@gloom-sh/terminal`.
  */
 const HOST_PACKAGE_NAMES: ReadonlySet<string> = new Set(["gloomberb", "@gloom-sh/terminal"]);
 

package/src/portfolio/column-values.ts

@@ -185,15 +185,19 @@ function positionSideLabel(ticker: TickerRecord, activeTab: string | undefined):
   return "MIX";
 }
 
-/** The currency a row is listed in: its position's, else its quote's; an index's level is in points and has none. */
+/**
+ * The currency a row is listed in: its position's, else its quote's or the one saved with it. An index's level is in
+ * points and has none, and a row whose currency no source gave (a coin pair before its quote) shows none, never the
+ * dollars it is valued in meanwhile: a row not held has no position currency, only that fallback.
+ */
 function listedCurrency(
-  positionCurrency: string | undefined,
-  quoteCurrency: string,
+  metrics: Pick<PortfolioPositionMetrics, "positionCount" | "positionCurrency">,
   ticker: TickerRecord,
   quote: TickerFinancials["quote"],
 ): string {
-  if (!positionCurrency && isIndexLevel(quote?.instrumentType || ticker.metadata.assetCategory)) return "";
-  return (positionCurrency || quoteCurrency || ticker.metadata.currency || "").toUpperCase();
+  const held = metrics.positionCount > 0 ? metrics.positionCurrency : "";
+  if (!held && isIndexLevel(quote?.instrumentType || ticker.metadata.assetCategory)) return "";
+  return (held || quote?.currency || ticker.metadata.currency || "").toUpperCase();
 }
 
 function compactText(value: string | null | undefined): string {
@@ -458,7 +462,7 @@ export function getColumnValue(
         ),
       };
     case "currency":
-      return { text: compactText(currencyCodeLabel(listedCurrency(positionCurrency, quoteCurrency, ticker, quote))) };
+      return { text: compactText(currencyCodeLabel(listedCurrency(positionMetrics, ticker, quote))) };
     case "sector":
       return { text: compactText(ticker.metadata.sector || financials?.profile?.sector) };
     case "industry":
@@ -713,7 +717,7 @@ export function getSortValue(
         ?? ticker.metadata.exchange
         ?? null;
     case "currency":
-      return listedCurrency(positionCurrency, quoteCurrency, ticker, quote) || null;
+      return listedCurrency(positionMetrics, ticker, quote) || null;
     case "sector":
       return ticker.metadata.sector || financials?.profile?.sector || null;
     case "industry":