@gloom-sh/terminal 0.19.1 → 0.19.3

package/src/plugins/builtin/options/view.tsx

@@ -32,6 +32,7 @@ import {
   type QueryBarFilter,
   type DataTableVisibleRange,
 } from "../../../components";
+import { statGridWithin } from "../../../components/ui/stat-grid";
 import { useShortcut } from "../../../react/input";
 import { useOptionalDialog, type AlertContext } from "../../../ui/dialog";
 import { useLiveQuoteEntries, useQuoteUpdates } from "../../../state/hooks/quote-streaming";
@@ -980,10 +981,10 @@ export function OptionsView({ width, height, focused, nestedInTabs = false, ivRa
   const expiryInline = Math.floor((statWidth - 2 * (cellColumns - 1)) / cellColumns) >= expiryCells;
   const statColumns = expiryInline ? cellColumns : figureColumns;
   const statItems = [expiryInline ? expiryItem : { ...expiryItem, wide: true }, ...figures];
-  const summaryRowCount = Math.min(statGridRows(statItems, statWidth, statColumns), Math.max(0, height - 6));
-  // A short band gives up figures from the end; the expiry stays.
-  const shownStatItems = summaryRowCount === 0 ? []
-    : [statItems[0]!, ...figures.slice(0, summaryRowCount * statColumns - (expiryInline ? 1 : statColumns))];
+  // A short band gives up figures from the end, by lines: a row that wraps
+  // takes two. The expiry leads, so it stays.
+  const summaryLines = Math.min(statGridRows(statItems, statWidth, statColumns), Math.max(0, height - 6));
+  const { items: shownStatItems, lines: summaryRowCount } = statGridWithin(statItems, statWidth, summaryLines, statColumns);
   // No term here follows the selection or the load, so an empty cold-expiry
   // response cannot resize the table: growing it during loading would turn a
   // clamped scroll into apparent user navigation.
@@ -997,7 +998,7 @@ export function OptionsView({ width, height, focused, nestedInTabs = false, ivRa
       <QueryBar width={Math.max(1, width - 2)} filters={queryFilters} />
 
       {summaryRowCount > 0 && (
-        <StatGrid items={shownStatItems} width={statWidth} columns={statColumns} />
+        <StatGrid items={shownStatItems} width={statWidth} columns={statColumns} maxLines={summaryLines} />
       )}
 
       {isOpt && parsed && (

package/src/plugins/builtin/options-calculator/index.tsx

@@ -3,7 +3,6 @@ import {
   OPTIONS_CALCULATOR_PANE_ID,
   OPTIONS_CALCULATOR_TEMPLATE_ID,
 } from "./model";
-import { OptionsCalculatorPane } from "./pane";
 import { optionsCalculatorHeadless } from "./headless";
 
 export const optionsCalculatorModule: PluginModule = {
@@ -12,7 +11,7 @@ export const optionsCalculatorModule: PluginModule = {
       id: OPTIONS_CALCULATOR_PANE_ID,
       name: "Options Calculator",
       icon: "V",
-      component: OptionsCalculatorPane,
+      get component(): typeof import("./pane").OptionsCalculatorPane { const { OptionsCalculatorPane } = require("./pane"); return OptionsCalculatorPane; },
       defaultPosition: "right",
       defaultMode: "floating",
       defaultFloatingSize: { width: 96, height: 28 },

package/src/plugins/builtin/options-positioning/index.tsx

@@ -3,7 +3,6 @@ import type { PluginModule } from "../plugin-module";
 import { createTickerSurfacePaneTemplate, type TickerSurfacePaneTemplateOptions } from "../shared/ticker-surface";
 import { optionsPositioningHeadless } from "./headless";
 import { isPositioningTab, type PositioningTab } from "./model";
-import { OptionsPositioningPane } from "./pane";
 
 /** The underlying OPX opens on when no ticker is active. */
 const DEFAULT_UNDERLYING = "SPY";
@@ -45,7 +44,7 @@ export const optionsPositioningModule: PluginModule = {
     id: "options-positioning",
     name: "Options Positioning",
     icon: "O",
-    component: OptionsPositioningPane,
+    get component(): typeof import("./pane").OptionsPositioningPane { const { OptionsPositioningPane } = require("./pane"); return OptionsPositioningPane; },
     defaultPosition: "right",
     tickerFollower: true,
     defaultMode: "floating",

package/src/plugins/builtin/options-scenario/index.tsx

@@ -1,8 +1,6 @@
 import type { PluginModule } from "../plugin-module";
 import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
-import { OptionsScenarioPane } from "./pane";
 import { optionsScenarioHeadless } from "./headless";
-import { CspScreenPane } from "./csp-screen-pane";
 import { cspScreenHeadless } from "./csp-screen-headless";
 
 const scenarioSettingKeys = ["legs", "strategy", "strike", "delta", "putStrike", "callStrike", "shares", "expiration", "spot", "rate", "dividendYield", "currency", "asOf", "date", "volShift",
@@ -10,7 +8,7 @@ const scenarioSettingKeys = ["legs", "strategy", "strike", "delta", "putStrike",
 
 export const optionsScenarioModule: PluginModule = {
   panes: [{
-    id: "options-scenario", name: "Options Scenario", icon: "V", component: OptionsScenarioPane,
+    id: "options-scenario", name: "Options Scenario", icon: "V", get component(): typeof import("./pane").OptionsScenarioPane { const { OptionsScenarioPane } = require("./pane"); return OptionsScenarioPane; },
     defaultPosition: "right", defaultMode: "floating", defaultFloatingSize: { width: 126, height: 36 },
     tableExport: true, headless: optionsScenarioHeadless,
     settings: {
@@ -26,7 +24,7 @@ export const optionsScenarioModule: PluginModule = {
       ],
     },
   }, {
-    id: "csp-screen", name: "Options Strategy Screen", icon: "V", component: CspScreenPane,
+    id: "csp-screen", name: "Options Strategy Screen", icon: "V", get component(): typeof import("./csp-screen-pane").CspScreenPane { const { CspScreenPane } = require("./csp-screen-pane"); return CspScreenPane; },
     defaultPosition: "right", defaultMode: "floating", defaultFloatingSize: { width: 144, height: 24 },
     tableExport: true, headless: cspScreenHeadless,
     settings: {

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

@@ -4,7 +4,6 @@ import { commandRequestParams } from "../shared/command-tab";
 import { PERP_SERIES } from "./series";
 import { perpsCache, perpsDepthCache, perpsHistoryCache, perpsLiquidationsCache, perpsListCache, perpsMarketCache, perpsRankingsCache } from "./client";
 import { perpsHeadless } from "./headless";
-import { PerpsPane } from "./pane";
 
 /**
  * A named market has its own pane, and asking for it again (PERP, a stock's perpetual row in DES or QQ) brings that
@@ -22,7 +21,7 @@ const PERP_CACHES = [perpsCache, perpsHistoryCache, perpsListCache, perpsMarketC
 
 export const perpsModule: PluginModule = {
   series: PERP_SERIES,
-  panes: [{ id: "perps", name: "Perpetuals", icon: "P", component: PerpsPane, defaultPosition: "right", defaultMode: "floating",
+  panes: [{ id: "perps", name: "Perpetuals", icon: "P", get component(): typeof import("./pane").PerpsPane { const { PerpsPane } = require("./pane"); return PerpsPane; }, defaultPosition: "right", defaultMode: "floating",
     defaultFloatingSize: { width: 138, height: 34 }, tableExport: true, headless: perpsHeadless }],
   paneTemplates: [{ id: "perps-pane", paneId: "perps", label: "Perpetuals", description: "Perpetual funding, open interest and premiums by market and venue, with rankings, a venue comparison, liquidations, order book depth and Pro history.",
     keywords: ["perp", "perpetual", "perpetuals", "funding", "funding rate", "open interest", "hip-3", "stock perps", "basis", "basis trade", "carry", "venue", "funding spread", "long short ratio", "long/short", "positioning", "liquidations", "liquidation", "order book depth", "market depth", "liquidity"],

package/src/plugins/builtin/plugin-marketplace/index.tsx

@@ -1,7 +1,6 @@
 import { PLUGIN_AUTO_UPDATE_SETTING } from "../../auto-update";
 import type { PluginModule } from "../plugin-module";
 import { PLUGIN_MARKETPLACE_PANE_ID } from "../../marketplace/ids";
-import { PluginMarketplacePane } from "./pane";
 
 export const pluginMarketplaceModule: PluginModule = {
   panes: [
@@ -9,8 +8,8 @@ export const pluginMarketplaceModule: PluginModule = {
       id: PLUGIN_MARKETPLACE_PANE_ID,
       name: "Plugins",
       icon: "P",
-      component: PluginMarketplacePane,
-      reportFreshness: { status: "not-a-feed", basis: "plugin listings" },
+      get component(): typeof import("./pane").PluginMarketplacePane { const { PluginMarketplacePane } = require("./pane"); return PluginMarketplacePane; },
+      reportFreshness: { status: "not-a-feed", basis: "plugin listings", local: true },
       defaultPosition: "right",
       defaultMode: "floating",
       defaultFloatingSize: { width: 118, height: 34 },

package/src/plugins/builtin/plugin-marketplace/pane.tsx

@@ -21,6 +21,7 @@ import {
   type DataTableKeyEvent,
   type PaneHint,
 } from "../../../components";
+import { ageFooterSegment } from "../../../components/layout/pane/footer";
 import { loadingErrorFooterInfo } from "../../../components/data-table/table-pane";
 import { useRowNotes } from "../../../components/ui/row-notes";
 import { colors } from "../../../theme/colors";
@@ -922,7 +923,7 @@ export function PluginMarketplacePane({ focused, width, height }: PaneProps) {
     info.push({ id: "restart", parts: [{ text: "restart to finish loading", tone: "warning" }] });
   }
   if (status === "ready" && fetchedAt && !stale && !busy) {
-    info.push({ id: "updated", parts: [{ text: formatRelativeAge(fetchedAt), tone: "muted" }] });
+    info.push(ageFooterSegment(formatRelativeAge(fetchedAt)));
   }
 
   const hints: PaneHint[] = [];

package/src/plugins/builtin/plugin-module.ts

@@ -2,6 +2,7 @@ import { Fragment, createElement, type ReactNode } from "react";
 import type {
   GloomPlugin,
   GloomPluginContext,
+  PaneDef,
 } from "../../types/plugin";
 import { pluginContextInNamespace } from "../registry/plugin-state";
 import { withPluginStateNamespace } from "../runtime/context";
@@ -63,6 +64,19 @@ function moduleEntry(input: PluginModuleInput): PluginModuleEntry {
   return "module" in input ? input : { module: input };
 }
 
+/** Keep a pane's component lazy while moving its state into another plugin. */
+function paneInNamespace(pane: PaneDef, stateId: string): PaneDef {
+  let component: PaneDef["component"] | undefined;
+  return Object.create(Object.getPrototypeOf(pane), {
+    ...Object.getOwnPropertyDescriptors(pane),
+    component: {
+      enumerable: true,
+      configurable: true,
+      get: () => component ??= withPluginStateNamespace(stateId, pane.component),
+    },
+  });
+}
+
 /**
  * The module as it runs under a namespace other than its plugin's: every
  * surface it renders and the context its setup receives are moved there,
@@ -76,7 +90,7 @@ function moduleInNamespace(module: PluginModule, stateId: string): PluginModule
   return {
     ...module,
     ...(module.panes ? {
-      panes: module.panes.map((pane) => ({ ...pane, component: withPluginStateNamespace(stateId, pane.component) })),
+      panes: module.panes.map((pane) => paneInNamespace(pane, stateId)),
     } : {}),
     ...(slots ? { slots } : {}),
     ...(module.setup ? {
@@ -84,7 +98,7 @@ function moduleInNamespace(module: PluginModule, stateId: string): PluginModule
         const scoped = pluginContextInNamespace(ctx, stateId);
         return module.setup!({
           ...scoped,
-          registerPane: (pane) => ctx.registerPane({ ...pane, component: withPluginStateNamespace(stateId, pane.component) }),
+          registerPane: (pane) => ctx.registerPane(paneInNamespace(pane, stateId)),
           registerTickerResearchTab: (tab) => ctx.registerTickerResearchTab({
             ...tab,
             component: withPluginStateNamespace(stateId, tab.component),

package/src/plugins/builtin/portfolio-list/cli/render.ts

@@ -1,5 +1,7 @@
 import { logFailure } from "../../../../utils/log-failure";
-import { createBaseConverter } from "../../../../cli/base-converter";
+import { createBaseConverter, type BaseConversion } from "../../../../cli/base-converter";
+import { quotedFxPair } from "../../../../utils/currency-pair";
+import { formatFxRate } from "../../../../cli/fx-pair";
 import { savedListingName } from "../../../../cli/listing-arg";
 import { currentListingName } from "../../../../tickers/listing-name";
 import { withMarketData } from "../../../../cli/scoped-context";
@@ -575,6 +577,38 @@ export function weightBasisLine(allocation: Pick<PortfolioAllocation, "weightBas
   return weightBasisNote(allocation, (value) => formatAllocationMoney(value, currency, { whole: true }));
 }
 
+/** `47h old`, or `3 days old` past two days: how far behind a stale rate is. */
+function rateAge(asOf: number, now: number): string {
+  const hours = Math.max(0, Math.floor((now - asOf) / 3_600_000));
+  return hours < 48 ? `${hours}h old` : `${Math.floor(hours / 24)} days old`;
+}
+
+/** A rate the report converted at, as markets quote the pair and `fx` writes it, for `--json`. */
+function fxRateRecord({ currency, baseCurrency, rate, asOf, stale }: BaseConversion) {
+  const quoted = quotedFxPair(currency, baseCurrency, rate);
+  return { currency, baseCurrency, pair: quoted.pair, rate: Number(formatFxRate(quoted.rate)), asOf: asOf == null ? null : new Date(asOf).toISOString(), stale };
+}
+
+/**
+ * `FX: USD/ZAR 16.7237, as of Fri 30 Oct 18:12 UTC`: each rate a portfolio's
+ * holdings in another currency were converted at, as markets quote the pair,
+ * dated; one past its fresh window says it is stale and how old. Null when
+ * nothing was converted.
+ */
+function fxRatesLine(
+  conversions: readonly BaseConversion[],
+  { now = Date.now(), warning = (text: string) => text }: { now?: number; warning?: (text: string) => string } = {},
+): string | null {
+  const rates = conversions.filter((conversion) => conversion.currency !== conversion.baseCurrency && Number.isFinite(conversion.rate));
+  if (rates.length === 0) return null;
+  return `FX: ${rates.map((conversion) => {
+    const quoted = quotedFxPair(conversion.currency, conversion.baseCurrency, conversion.rate);
+    const dated = conversion.asOf == null ? "" : `, as of ${formatUtcDayTime({ time: conversion.asOf, dateOnly: false }, now)} UTC`;
+    const text = `${quoted.pair} ${formatFxRate(quoted.rate)}${dated}`;
+    return conversion.stale ? warning(`${text} (stale${conversion.asOf == null ? "" : `, ${rateAge(conversion.asOf, now)}`})`) : text;
+  }).join("; ")}`;
+}
+
 /** What the TOTAL row weighs: all of a total; nothing on a gross base, where the weights net to the book's net over its gross. */
 function totalWeight(allocation: Pick<PortfolioAllocation, "weightBasis" | "total">): number | null {
   return allocation.weightBasis === "total" && allocation.total != null && allocation.total > 0 ? 100 : null;
@@ -818,7 +852,12 @@ async function showCollectionWithMarketData(
     })), dividends, toBase);
     const lotIncome = income.lots;
     const totalIncome = income.totalIncome;
-    const portfolioYield = totalIncome != null && allocation.total != null && allocation.total > 0 ? (totalIncome / allocation.total) * 100 : null;
+    // The yield is on what is invested: cash pays no dividend, so it does not dilute it. A long-only book's is
+    // its priced holdings' net value. A book that holds a short is weighed on its gross exposure, and so is its
+    // yield: the net shrinks as the hedge grows (long 100k against short 80k nets 20k), which would inflate it.
+    const hedged = allocation.weightBasis === "gross";
+    const yieldBase = hedged ? allocation.weightBase : exposure.net;
+    const portfolioYield = totalIncome != null && yieldBase != null && yieldBase > 0 ? (totalIncome / yieldBase) * 100 : null;
     const incomeUnavailable = [...income.gaps].map(([symbol, gap]) => ({ symbol, ...gap }));
     const showTargets = allocation.targetSum != null;
     // Never dropped on a narrow terminal, so --explain reads the terms off them.
@@ -956,7 +995,9 @@ async function showCollectionWithMarketData(
         totalUnrealizedPnl: totalPnlValue,
         annualIncome: totalIncome, knownAnnualIncome: income.knownIncome, portfolioYield,
         incomeComplete: income.gaps.size === 0, incomeUnavailable,
-        incomeBasis: "Trailing twelve-month dividends per share times shares held, in the portfolio's currency; a short owes the dividend, so its income is negative. Portfolio yield is the total over the total value; annualIncome is null when any holding's income is unknown, and knownAnnualIncome sums the holdings that have one.",
+        incomeBasis: "Trailing twelve-month dividends per share times shares held, in the portfolio's currency; a short owes the dividend, so its income is negative. Portfolio yield is the total over the invested value without cash: the priced holdings' net value (exposure.net), or for a book that holds a short its gross exposure (weightBase), as its weights are; annualIncome is null when any holding's income is unknown, and knownAnnualIncome sums the holdings that have one.",
+        // Each rate a holding in another currency was converted at, dated, and whether it is stale.
+        fxRates: toBase.conversions().filter((conversion) => conversion.currency !== conversion.baseCurrency).map(fxRateRecord),
         complete: unavailablePnl.size === 0 && unavailableCost.size === 0 && unavailableMarketValue.size === 0 && income.gaps.size === 0,
         unavailableSymbols: [...new Set([...unavailablePnl, ...unavailableCost, ...unavailableMarketValue])],
         unavailableCostSymbols: [...unavailableCost], brokerPnlSymbols: [...brokerPnlSymbols],
@@ -1098,7 +1139,16 @@ async function showCollectionWithMarketData(
     console.log("");
     if (basis === "regular-close") console.log(dayMoveLine(dayMove, currency, colorBySign, cliStyles.muted));
     if (valued.some((entry) => entry.position)) console.log(exposureLine(exposure, currency));
+    // The rates the holdings in another currency are valued at, dated, so a stale one is seen beside the value it moves.
+    const fxLine = fxRatesLine(toBase.conversions(), { warning: cliStyles.warning });
+    if (fxLine) console.log(fxLine);
     const notes: string[] = [];
+    // TOTAL's yield says what it divides: a hedged book's gross exposure, or, with cash in the book, the holdings alone.
+    if (showIncome && portfolioYield != null && yieldBase != null && hedged) {
+      notes.push(cliStyles.muted(`TOTAL yield is income over the gross exposure of ${wholeMoney(yieldBase)}, as the book holds a short; cash excluded.`));
+    } else if (showIncome && portfolioYield != null && yieldBase != null && cashExport?.value) {
+      notes.push(cliStyles.muted(`TOTAL yield is income over the invested ${wholeMoney(yieldBase)}, cash excluded.`));
+    }
     const weightNote = weightBasisLine(allocation, currency);
     if (weightNote) notes.push(cliStyles.muted(weightNote));
     // The notes name the rows as the table does.

package/src/plugins/builtin/portfolio-list/index.tsx

@@ -1,7 +1,6 @@
 import type { PaneTemplateContext, PaneTemplateInstanceConfig, ShortcutArgError } from "../../../types/plugin";
 import type { PluginModule } from "../plugin-module";
 import { unknownCollectionArgError } from "../../../portfolio/collection-name";
-import { PortfolioListPane } from "./pane";
 import {
   buildPortfolioPaneSettingsDef,
   getPortfolioPaneSettings,
@@ -54,7 +53,7 @@ export const portfolioListModule: PluginModule = {
       reportFreshness: { source: "Local portfolio and Gloom Cloud" },
       name: "Portfolio",
       icon: "P",
-      component: PortfolioListPane,
+      get component(): typeof import("./pane").PortfolioListPane { const { PortfolioListPane } = require("./pane"); return PortfolioListPane; },
       defaultPosition: "left",
       defaultMode: "floating",
       defaultWidth: "40%",

package/src/plugins/builtin/portfolio-list/pane/index.tsx

@@ -34,6 +34,7 @@ import { convertCurrency } from "../../../../utils/format";
 import { nextHeaderSort } from "../../../../utils/sort-values";
 import { getSharedMarketDataCoordinator } from "../../../../market-data/coordinator";
 import type { TickerRecord } from "../../../../types/ticker";
+import type { TickerFinancials } from "../../../../types/financials";
 import type { PaneProps } from "../../../../types/plugin";
 import type { InstrumentRef } from "../../../../market-data/request-types";
 import {
@@ -56,6 +57,7 @@ import {
 } from "../summary";
 import { usePortfolioAccountState } from "../summary/live-accounts";
 import { useOfflineBrokerFooter } from "../../shared/broker-reconnect";
+import { useQuoteDelayFooter } from "../../shared/cloud-upgrade";
 import {
   getCollectionEntries,
   getPortfolioPaneSettings,
@@ -598,6 +600,8 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
     summaryAccountState,
   ], FOOTER_TOTALS_THROTTLE_MS);
   const fxWarning = !!(fxStatus.stale || fxStatus.unknownTime || fxStatus.unavailable);
+  // Signed out or free, the rows' prices are the delayed ones; a list of coins is live and says nothing.
+  const quoteDelay = useQuoteDelayFooter(rowQuotes(sortedTickers, financialsMap), "portfolio-delay");
   const summaryNotices = isPortfolioTab
     ? buildPortfolioSummaryNotices({
       totals: portfolioSummaryTotals,
@@ -675,6 +679,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
       ...offlineBrokerFooter.status,
       ...(fxStatusText && !fxWarning ? [{ id: "fx", parts: [{ text: `FX ${fxStatusText}`, tone: "muted" as const }] }] : []),
       ...(showsPerpetuals && perpetuals.stale ? [{ id: "perpetuals", parts: [{ text: "perpetuals stale", tone: "warning" as const }] }] : []),
+      ...(quoteDelay ? [quoteDelay] : []),
     ],
     hints: [
       ...offlineBrokerFooter.hints,
@@ -714,6 +719,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
     isPortfolioTab,
     offlineBrokerFooter,
     perpetuals.stale,
+    quoteDelay,
     removalCollection,
     removeSelectedTicker,
     selectedTicker,
@@ -840,3 +846,8 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
     </Box>
   );
 }
+
+/** The quotes of the rows, in order, for the delayed clock, which stops at the first late one. */
+function* rowQuotes(tickers: readonly TickerRecord[], financialsMap: ReadonlyMap<string, TickerFinancials>) {
+  for (const ticker of tickers) yield financialsMap.get(ticker.metadata.ticker)?.quote;
+}

package/src/plugins/builtin/portfolio-list/quick-add/index.tsx

@@ -12,7 +12,7 @@ import { usePluginAppActions } from "../../../runtime";
 import { isDialogOpen } from "../../../../ui/dialog-stack";
 import { colors, priceColor } from "../../../../theme/colors";
 import { formatPercentRaw } from "../../../../utils/format";
-import { formatMarketPrice } from "../../../../market-data/market/format";
+import { formatMarketPrice, quoteFormatOptions } from "../../../../market-data/market/format";
 import { listingChoiceQuery, upsertTickerFromSearchResult } from "../../../../tickers/search";
 import type { TickerRecord } from "../../../../types/ticker";
 import { addTickerToPortfolio, addTickerToWatchlist } from "../../../../portfolio/mutations";
@@ -79,7 +79,7 @@ function QuickAddPreview({
   const assetCategory = validation.ticker?.metadata.assetCategory
     ?? (validation.resolved.kind === "provider" ? validation.resolved.result.type : undefined);
   const priceText = quote?.price != null
-    ? formatMarketPrice(quote.price, { assetCategory, maxWidth: 12 })
+    ? formatMarketPrice(quote.price, { ...quoteFormatOptions(quote, assetCategory), maxWidth: 12 })
     : "-";
   const changeValue = quote?.changePercent;
   const name = tickerNameFromValidation(validation);

package/src/plugins/builtin/power/gas-client.ts

@@ -1,4 +1,5 @@
 import { apiClient } from "../../../api-client";
+import { sourceDidNotAnswer } from "../../../api-client/errors";
 import type { GasStorageBoard, GasStorageHistory, GasStorageRow, GasStorageSeasonal } from "../../../api-client/europe-energy";
 import { createPluginCache } from "../../../data/plugin-cache";
 import { cachedCloudResource, loadCloudResource, unavailableOnServer } from "../shared/cloud-resource";
@@ -77,7 +78,7 @@ export async function fetchGasStorage(client: Pick<GasApi, "getCloudEuropeGas">
   } catch (error) {
     throw unavailableOnServer(error, GAS_STORAGE_NOT_AVAILABLE, [404, 503]);
   }
-  if (board.status === "unavailable") throw new Error(GAS_STORAGE_NOT_AVAILABLE);
+  if (board.status === "unavailable") throw sourceDidNotAnswer(GAS_STORAGE_NOT_AVAILABLE);
   return board;
 }
 

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

@@ -2,7 +2,6 @@ import type { PaneTemplateInstanceConfig } from "../../../types/plugin";
 import type { PluginModule } from "../plugin-module";
 import { powerBoardCache, powerDetailCache, powerHistoryCache } from "./client";
 import { powerHeadless } from "./headless";
-import { PowerPane } from "./pane";
 import { carbonHistoryCache, carbonPriceCache, powerPriceHistoryCache, powerPricesCache } from "./prices-client";
 import { powerPricesHeadless } from "./prices-headless";
 import { CARBON_SELECTION, CARBON_SERIES, DAY_AHEAD_SERIES, isCarbonQuery, POWER_PRICE_MARKETS, powerPriceMarket } from "./prices-model";
@@ -15,7 +14,7 @@ const CACHES = [powerBoardCache, powerHistoryCache, powerDetailCache, powerPrice
 export const powerModule: PluginModule = {
   series: [...DAY_AHEAD_SERIES, ...CARBON_SERIES, ...GAS_STORAGE_SERIES],
   // POWER sets the symbol param, EPWR the prices tab.
-  panes: [{ id: "power", name: "Power & Grid", icon: "P", component: PowerPane, defaultPosition: "right", defaultMode: "floating", identitySettings: ["tab", "symbol"],
+  panes: [{ id: "power", name: "Power & Grid", icon: "P", get component(): typeof import("./pane").PowerPane { const { PowerPane } = require("./pane"); return PowerPane; }, defaultPosition: "right", defaultMode: "floating", identitySettings: ["tab", "symbol"],
     defaultFloatingSize: { width: 132, height: 34 }, tableExport: true, headless: powerHeadless }],
   paneTemplates: [{ id: "power-pane", paneId: "power", label: "Power & Grid",
     description: "Pro: interconnection queues, historical MW and outcomes, datacenter loads, utility exposure and generation capacity, with primary evidence.",

package/src/plugins/builtin/power/prices-client.ts

@@ -1,4 +1,5 @@
 import { apiClient } from "../../../api-client";
+import { sourceDidNotAnswer } from "../../../api-client/errors";
 import type { CarbonBoard, CarbonHistory, EuropePowerBoard, EuropePowerHistory, PowerPriceRow } from "../../../api-client/europe-energy";
 import { createPluginCache } from "../../../data/plugin-cache";
 import { cachedCloudResource, loadCloudResource, unavailableOnServer } from "../shared/cloud-resource";
@@ -87,7 +88,7 @@ export async function fetchPowerPrices(client: Pick<PricesApi, "getCloudEuropePo
   } catch (error) {
     throw unavailableOnServer(error, POWER_PRICES_NOT_AVAILABLE, [404, 503]);
   }
-  if (board.status === "unavailable") throw new Error(POWER_PRICES_NOT_AVAILABLE);
+  if (board.status === "unavailable") throw sourceDidNotAnswer(POWER_PRICES_NOT_AVAILABLE);
   return board;
 }
 
@@ -110,7 +111,7 @@ export async function fetchCarbonPrice(client: Pick<PricesApi, "getCloudEuropeCa
   } catch (error) {
     throw unavailableOnServer(error, CARBON_PRICE_NOT_AVAILABLE, [404, 503]);
   }
-  if (board.status === "unavailable") throw new Error(CARBON_PRICE_NOT_AVAILABLE);
+  if (board.status === "unavailable") throw sourceDidNotAnswer(CARBON_PRICE_NOT_AVAILABLE);
   return board;
 }
 

package/src/plugins/builtin/rate-path/index.tsx

@@ -1,10 +1,9 @@
 import type { PluginModule } from "../plugin-module";
 import { ratePathCache } from "./client";
 import { ratePathHeadless } from "./headless";
-import { RatePathPane } from "./pane";
 
 export const ratePathModule: PluginModule = {
-  panes: [{ id: "rate-path", name: "US Rate Path", icon: "R", component: RatePathPane,
+  panes: [{ id: "rate-path", name: "US Rate Path", icon: "R", get component(): typeof import("./pane").RatePathPane { const { RatePathPane } = require("./pane"); return RatePathPane; },
     defaultPosition: "right", defaultMode: "floating", defaultFloatingSize: { width: 86, height: 30 },
     tableExport: true, headless: ratePathHeadless }],
   paneTemplates: [{

package/src/plugins/builtin/realized-vol/headless.ts

@@ -55,6 +55,8 @@ export function realizedVolHeadless(initialView: "graph" | "cone"): HeadlessPane
       const lastBar = model.asOf && Number.isFinite(model.asOf.getTime()) ? model.asOf.toISOString().slice(0, 10) : null;
       return {
         freshness: { asOf: lastBar },
+        // The session still trading is left out of every estimate, and said, as BT says it.
+        ...(model.formingNote ? { warnings: [`${model.formingNote}.`] } : {}),
         sections: [
           { title: "Volatility cone", columns: [
             { key: "window", header: "Bars" },

package/src/plugins/builtin/realized-vol/index.tsx

@@ -1,12 +1,11 @@
 import type { PluginModule } from "../plugin-module";
 import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
-import { RealizedVolPane } from "./pane";
 import { realizedVolHeadless } from "./headless";
 import { ESTIMATOR_OPTIONS, WINDOW_OPTIONS } from "./settings";
 
 export const realizedVolModule: PluginModule = {
   panes: [{
-    id: "realized-vol", name: "Realized Volatility", icon: "V", component: RealizedVolPane,
+    id: "realized-vol", name: "Realized Volatility", icon: "V", get component(): typeof import("./pane").RealizedVolPane { const { RealizedVolPane } = require("./pane"); return RealizedVolPane; },
     defaultPosition: "right", tickerFollower: true, defaultMode: "floating", defaultFloatingSize: { width: 112, height: 36 },
     tableExport: true,
     quickSettings: [{ type: "toggle", key: "showIv", icon: "zap", label: "Current ATM IV" }],

package/src/plugins/builtin/realized-vol/model.ts

@@ -5,6 +5,7 @@ import {
   type RealizedVolatilityEstimator, type RollingRealizedVolatilityPoint, type VolatilityConeStatistics,
 } from "../shared/volatility";
 import type { SurfaceExpiry, SurfaceSnapshot } from "../vol-surface/model";
+import { formingBarsState, isFormingBar } from "../shared/forming-bars";
 
 export interface RealizedVolatilityModel {
   symbol: string;
@@ -30,6 +31,12 @@ export interface RealizedVolatilityModel {
    * history covers the lookback and every window.
    */
   historyNote: string | null;
+  /**
+   * The newest session left out while it is not final, as BT leaves it out:
+   * "2026-10-30 is still forming (partial) and left out: the estimates run
+   * through 2026-10-29, the last complete session". Null when every bar is final.
+   */
+  formingNote: string | null;
 }
 
 /** "the 180-bar window", "the 180- and 260-bar windows", "the 90-, 180- and 260-bar windows". */
@@ -77,8 +84,15 @@ export function projectRealizedVolatility(
     }
     dates.set(date.getTime(), { ...point, date });
   }
-  const history = [...dates.entries()].sort(([a], [b]) => a - b).map(([, point]) => point);
+  const served = [...dates.entries()].sort(([a], [b]) => a - b).map(([, point]) => point);
+  // A session still trading moves every estimate it is in until it ends: left out, as BT leaves it out, and said.
+  const forming = served.filter(isFormingBar);
+  const history = forming.length ? served.filter((point) => !isFormingBar(point)) : served;
   const asOf = history.at(-1)?.date ?? null;
+  const day = (date: Date) => date.toISOString().slice(0, 10);
+  const formingNote = forming.length === 0 ? null
+    : `${forming.map((point) => day(point.date)).join(", ")} ${formingBarsState(forming)} and left out`
+      + `${asOf ? `: the estimates run through ${day(asOf)}, the last complete session` : ""}`;
   const cutoff = asOf ? lookbackCutoff(asOf, lookbackYears) : 0;
   const cadenceIssue = realizedVolatilityCadenceIssue(history);
   if (cadenceIssue) warnings.push(cadenceIssue);
@@ -109,7 +123,7 @@ export function projectRealizedVolatility(
       : "the long windows' cone covers part of the lookback"}`;
   return { symbol: options.symbol.trim().toUpperCase(), estimator, lookbackYears, windows,
     history: visible, series: visibleSeries, cone, asOf, barsPerYear: barsPerYear(history.map((point) => point.date)),
-    warnings: [...new Set(warnings)], shortWindows, historyNote };
+    warnings: [...new Set(warnings)], shortWindows, historyNote, formingNote };
 }
 
 interface CurrentAtmIvReference {

package/src/plugins/builtin/realized-vol/pane.tsx

@@ -115,10 +115,10 @@ export function RealizedVolPane({ width, height, focused }: PaneProps) {
     symbol: history.data.symbol, estimator, windows, lookbackYears: Number(lookback) === 2 ? 2 : 1,
   }) : null, [history.data, estimator, windows, lookback]);
   const chartInput = useMemo(() => model ? { history: model.history, rolling: model.series, windows: model.windows,
-    priceUnit: priceSeriesUnit(quote?.currency ?? "", quote?.instrumentType), iv: showIv ? iv.data?.reference ?? null : null } : null,
-  [model, quote?.currency, quote?.instrumentType, showIv, iv.data]);
+    priceUnit: priceSeriesUnit(quote?.currency ?? "", quote?.instrumentType, quote?.priceBasis), iv: showIv ? iv.data?.reference ?? null : null } : null,
+  [model, quote?.currency, quote?.instrumentType, quote?.priceBasis, showIv, iv.data]);
   const notices = [identityError, history.error, history.data?.error, iv.error, ivRefresh.error, iv.data?.error,
-    ...(model?.warnings ?? []), model?.historyNote, ...(showIv ? iv.data?.warnings ?? [] : []),
+    ...(model?.warnings ?? []), model?.historyNote, model?.formingNote, ...(showIv ? iv.data?.warnings ?? [] : []),
     ...(showIv && symbol && !spotAvailable ? ["Current ATM IV unavailable: underlying quote is missing or stale"] : []),
   ].filter((value): value is string => !!value);
   usePaneNoticeFooter({ registrationId: "realized-vol-notices", notices: [...new Set(notices)], focused });

package/src/plugins/builtin/relative-rotation/index.tsx

@@ -2,7 +2,6 @@ import { isOnPortfolio } from "../../../shares/pane-image";
 import type { PluginModule } from "../plugin-module";
 import { rotationCache } from "./client";
 import { rotationHeadless } from "./headless";
-import { RelativeRotationPane } from "./pane";
 import { DEFAULT_ROTATION_BENCHMARK } from "./model";
 
 export const relativeRotationModule: PluginModule = {
@@ -11,7 +10,7 @@ export const relativeRotationModule: PluginModule = {
       id: "relative-rotation",
       name: "Relative Rotation",
       icon: "R",
-      component: RelativeRotationPane,
+      get component(): typeof import("./pane").RelativeRotationPane { const { RelativeRotationPane } = require("./pane"); return RelativeRotationPane; },
       defaultPosition: "right",
       defaultMode: "floating",
       defaultFloatingSize: { width: 100, height: 36 },

package/src/plugins/builtin/research/analyst-headless.ts

@@ -20,6 +20,7 @@ import {
   recommendationMix,
   formatRatingLabel,
   formatRatingTarget,
+  ratingReason,
   recommendationTotal,
   sortRatingRows,
   type RatingColumnId,
@@ -43,6 +44,27 @@ const RATING_COLUMNS: HeadlessPaneColumn[] = [
   { key: "prior", header: "Prior" },
 ];
 
+type RatingRow = AnalystResearchData["ratings"][number];
+
+/**
+ * The reason coverage gave, on its own line under the action with its
+ * article; exports keep the line and the article's address as columns. Only
+ * a history with a reason somewhere has them.
+ */
+const REASON_COLUMNS: HeadlessPaneColumn[] = [
+  {
+    key: "reason",
+    header: "Reason",
+    underRow: true,
+    format: (_value, row) => ratingReason(row as unknown as RatingRow)?.text ?? "",
+    textFormat: (_value, row) => {
+      const reason = ratingReason(row as unknown as RatingRow);
+      return reason ? `${reason.text} · ${reason.url}` : "";
+    },
+  },
+  { key: "reasonUrl", header: "Reason URL", underRow: true, textFormat: () => "" },
+];
+
 const SORT_COLUMNS: Record<string, RatingColumnId> = {
   date: "date",
   firm: "firm",
@@ -170,14 +192,19 @@ export function createAnalystResearchHeadless(
         direction: args.options.order === "asc" ? "asc" : "desc",
       })
         .slice(0, Number(args.options.limit))
-        .map((rating) => ({
-          ...rating,
-          target: rating.currentPriceTarget ?? rating.priorPriceTarget ?? null,
-          currency: currency ?? null,
-        }));
+        .map((rating) => {
+          const reason = ratingReason(rating);
+          return {
+            ...rating,
+            target: rating.currentPriceTarget ?? rating.priorPriceTarget ?? null,
+            currency: currency ?? null,
+            ...(reason ? { reasonUrl: reason.url } : {}),
+          };
+        });
+      const columns = ratings.some((rating) => ratingReason(rating)) ? [...RATING_COLUMNS, ...REASON_COLUMNS] : RATING_COLUMNS;
       const sections: HeadlessBundleSection[] = [
         { title: "Summary", entries: overviewEntries(data, quote) },
-        { title: "Recent analyst actions", columns: RATING_COLUMNS, rows: ratings },
+        { title: "Recent analyst actions", columns, rows: ratings },
       ];
       return {
         sections,