gloomberb 0.11.0 → 0.11.2

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

@@ -7,7 +7,7 @@ import type { BrokerConnectionStatus } from "../../../../types/broker";
 import type { TickerFinancials } from "../../../../types/financials";
 import type { Portfolio, TickerRecord } from "../../../../types/ticker";
 import type { BrokerAccount, BrokerCashBalance } from "../../../../types/trading";
-import { displayWidth, formatCompact, formatPercentRaw } from "../../../../utils/format";
+import { convertCurrency, displayWidth, formatCompact, formatPercentRaw } from "../../../../utils/format";
 import { getBrokerInstance } from "../../../../utils/broker-instances";
 import { resolvePortfolioAccountMetrics, resolvePortfolioMarketValue } from "../account-metrics";
 import { calculatePortfolioSummaryTotals, type PortfolioSummaryTotals } from "./totals";
@@ -188,21 +188,23 @@ export function buildPortfolioSummarySegments({
   accountStatusText,
   widthBudget,
   refreshText,
+  convertAccountValue = (value) => value,
 }: {
   totals: PortfolioSummaryTotals;
   accountState: PortfolioSummaryAccountState | null;
   accountStatusText?: string;
   widthBudget: number;
   refreshText?: string;
+  convertAccountValue?: (value: number) => number;
 }): PortfolioSummarySegment[] {
   const candidates: PortfolioSummarySegment[] = [];
-  const accountMetrics = resolvePortfolioAccountMetrics(totals, accountState?.account);
-  const totalMarketValue = resolvePortfolioMarketValue(totals, accountState?.account);
+  const accountMetrics = resolvePortfolioAccountMetrics(totals, accountState?.account, convertAccountValue);
+  const totalMarketValue = resolvePortfolioMarketValue(totals, accountState?.account, convertAccountValue);
 
   if (accountState?.account.netLiquidation != null) {
     candidates.push(createSummarySegment("netliq", [
       { text: "Net Liq", tone: "label" },
-      { text: formatCompact(accountState.account.netLiquidation), tone: "value", bold: true },
+      { text: formatCompact(convertAccountValue(accountState.account.netLiquidation)), tone: "value", bold: true },
     ]));
   }
 
@@ -214,7 +216,7 @@ export function buildPortfolioSummarySegments({
   if (accountState?.account.totalCashValue != null) {
     candidates.push(createSummarySegment("cash", [
       { text: "Cash", tone: "label" },
-      { text: formatCompact(accountState.account.totalCashValue), tone: "value", bold: true },
+      { text: formatCompact(convertAccountValue(accountState.account.totalCashValue)), tone: "value", bold: true },
     ]));
   }
 
@@ -241,25 +243,25 @@ export function buildPortfolioSummarySegments({
       account.settledCash != null
         ? createSummarySegment("settled", [
           { text: "Settled", tone: "label" },
-          { text: formatCompact(account.settledCash), tone: "value", bold: true },
+          { text: formatCompact(convertAccountValue(account.settledCash)), tone: "value", bold: true },
         ])
         : null,
       account.availableFunds != null
         ? createSummarySegment("avail", [
           { text: "Avail", tone: "label" },
-          { text: formatCompact(account.availableFunds), tone: "value", bold: true },
+          { text: formatCompact(convertAccountValue(account.availableFunds)), tone: "value", bold: true },
         ])
         : null,
       account.excessLiquidity != null
         ? createSummarySegment("excess", [
           { text: "Excess", tone: "label" },
-          { text: formatCompact(account.excessLiquidity), tone: "value", bold: true },
+          { text: formatCompact(convertAccountValue(account.excessLiquidity)), tone: "value", bold: true },
         ])
         : null,
       account.buyingPower != null
         ? createSummarySegment("bp", [
           { text: "BP", tone: "label" },
-          { text: formatCompact(account.buyingPower), tone: "value", bold: true },
+          { text: formatCompact(convertAccountValue(account.buyingPower)), tone: "value", bold: true },
         ])
         : null,
       createSummarySegment("source", [
@@ -348,12 +350,19 @@ export function buildPortfolioFooterSegments({
 
   // An account error must still reach the footer, otherwise a failed load looks like an empty portfolio.
   if (!totals.hasPositions && !accountState && !accountStatusText) return [];
+  const convertAccountValue = (value: number) => convertCurrency(
+    value,
+    accountState?.account.currency || baseCurrency,
+    baseCurrency,
+    exchangeRates,
+  );
   return buildPortfolioSummarySegments({
     totals,
     accountState,
     accountStatusText,
     widthBudget: Math.max(16, width - 14),
     refreshText,
+    convertAccountValue,
   }).map((segment) => ({
     id: segment.id,
     parts: segment.parts,
@@ -384,40 +393,45 @@ export function renderSummarySegments(segments: PortfolioSummarySegment[], width
   );
 }
 
-export function buildDrawerMetricSegments(account: BrokerAccount, widthBudget: number): PortfolioSummarySegment[] {
+export function buildDrawerMetricSegments(
+  account: BrokerAccount,
+  widthBudget: number,
+  convertAccountValue: (value: number) => number = (value) => value,
+): PortfolioSummarySegment[] {
+  const money = (value: number) => convertAccountValue(value);
   const candidates = [
     account.dailyPnl != null
-      ? createSummarySegment("day", [{ text: "Day", tone: "label" }, { text: formatSignedCompact(account.dailyPnl), tone: "value", color: priceColor(account.dailyPnl), bold: true }])
+      ? createSummarySegment("day", [{ text: "Day", tone: "label" }, { text: formatSignedCompact(money(account.dailyPnl)), tone: "value", color: priceColor(money(account.dailyPnl)), bold: true }])
       : null,
     account.unrealizedPnl != null
-      ? createSummarySegment("unreal", [{ text: "Unreal", tone: "label" }, { text: formatSignedCompact(account.unrealizedPnl), tone: "value", color: priceColor(account.unrealizedPnl), bold: true }])
+      ? createSummarySegment("unreal", [{ text: "Unreal", tone: "label" }, { text: formatSignedCompact(money(account.unrealizedPnl)), tone: "value", color: priceColor(money(account.unrealizedPnl)), bold: true }])
       : null,
     account.realizedPnl != null
-      ? createSummarySegment("realized", [{ text: "Realized", tone: "label" }, { text: formatSignedCompact(account.realizedPnl), tone: "value", color: priceColor(account.realizedPnl), bold: true }])
+      ? createSummarySegment("realized", [{ text: "Realized", tone: "label" }, { text: formatSignedCompact(money(account.realizedPnl)), tone: "value", color: priceColor(money(account.realizedPnl)), bold: true }])
       : null,
     account.totalCashValue != null
-      ? createSummarySegment("cash", [{ text: "Cash", tone: "label" }, { text: formatCompact(account.totalCashValue), tone: "value", bold: true }])
+      ? createSummarySegment("cash", [{ text: "Cash", tone: "label" }, { text: formatCompact(money(account.totalCashValue)), tone: "value", bold: true }])
       : null,
     account.settledCash != null
-      ? createSummarySegment("settled", [{ text: "Settled", tone: "label" }, { text: formatCompact(account.settledCash), tone: "value", bold: true }])
+      ? createSummarySegment("settled", [{ text: "Settled", tone: "label" }, { text: formatCompact(money(account.settledCash)), tone: "value", bold: true }])
       : null,
     account.netLiquidation != null
-      ? createSummarySegment("netliq", [{ text: "Net Liq", tone: "label" }, { text: formatCompact(account.netLiquidation), tone: "value", bold: true }])
+      ? createSummarySegment("netliq", [{ text: "Net Liq", tone: "label" }, { text: formatCompact(money(account.netLiquidation)), tone: "value", bold: true }])
       : null,
     account.availableFunds != null
-      ? createSummarySegment("avail", [{ text: "Avail", tone: "label" }, { text: formatCompact(account.availableFunds), tone: "value", bold: true }])
+      ? createSummarySegment("avail", [{ text: "Avail", tone: "label" }, { text: formatCompact(money(account.availableFunds)), tone: "value", bold: true }])
       : null,
     account.excessLiquidity != null
-      ? createSummarySegment("excess", [{ text: "Excess", tone: "label" }, { text: formatCompact(account.excessLiquidity), tone: "value", bold: true }])
+      ? createSummarySegment("excess", [{ text: "Excess", tone: "label" }, { text: formatCompact(money(account.excessLiquidity)), tone: "value", bold: true }])
       : null,
     account.buyingPower != null
-      ? createSummarySegment("bp", [{ text: "BP", tone: "label" }, { text: formatCompact(account.buyingPower), tone: "value", bold: true }])
+      ? createSummarySegment("bp", [{ text: "BP", tone: "label" }, { text: formatCompact(money(account.buyingPower)), tone: "value", bold: true }])
       : null,
     account.initMarginReq != null
-      ? createSummarySegment("init", [{ text: "Init", tone: "label" }, { text: formatCompact(account.initMarginReq), tone: "value", bold: true }])
+      ? createSummarySegment("init", [{ text: "Init", tone: "label" }, { text: formatCompact(money(account.initMarginReq)), tone: "value", bold: true }])
       : null,
     account.maintMarginReq != null
-      ? createSummarySegment("maint", [{ text: "Maint", tone: "label" }, { text: formatCompact(account.maintMarginReq), tone: "value", bold: true }])
+      ? createSummarySegment("maint", [{ text: "Maint", tone: "label" }, { text: formatCompact(money(account.maintMarginReq)), tone: "value", bold: true }])
       : null,
   ].filter((segment): segment is PortfolioSummarySegment => segment != null);
 

package/src/plugins/builtin/portfolio-list/summary/totals.ts

@@ -2,7 +2,12 @@ import type { TickerFinancials } from "../../../../types/financials";
 import type { TickerRecord } from "../../../../types/ticker";
 import { convertCurrency } from "../../../../utils/format";
 import { getActiveQuoteDisplay } from "../../../../market-data/market/status";
-import { getPortfolioPositionMetrics, resolveBrokerFallbackMarketValue } from "../position-metrics";
+import {
+  getPortfolioPositionMetrics,
+  resolveBrokerFallbackMarketValue,
+  resolveBrokerFallbackPnl,
+  signedQuoteUnrealizedPnl,
+} from "../position-metrics";
 
 export interface PortfolioSummaryTotals {
   totalMktValue: number;
@@ -27,6 +32,8 @@ export function calculatePortfolioSummaryTotals(
   let totalMktValue = 0;
   let totalPrevValue = 0;
   let totalCostBasis = 0;
+  let signedDailyPnl = 0;
+  let signedUnrealizedPnl = 0;
   let hasPositions = false;
   let watchlistChangeSum = 0;
   let watchlistCount = 0;
@@ -54,21 +61,28 @@ export function calculatePortfolioSummaryTotals(
     if (quote && activeQuote && totalPriceUnits !== 0) {
       hasPositions = true;
       const marketValue = Math.abs(totalPriceUnits) * activeQuote.price;
-      totalMktValue += toBaseQuote(marketValue);
       const previousClose = quote.previousClose || (activeQuote.price - activeQuote.change);
-      totalPrevValue += toBaseQuote(Math.abs(totalPriceUnits) * previousClose);
-      totalCostBasis += toBasePosition(totalCost);
+      const previousValue = Math.abs(totalPriceUnits) * previousClose;
+      const convertedMarket = toBaseQuote(marketValue);
+      const convertedCost = toBasePosition(totalCost);
+      totalMktValue += convertedMarket;
+      totalPrevValue += toBaseQuote(previousValue);
+      totalCostBasis += convertedCost;
+      signedDailyPnl += toBaseQuote(totalPriceUnits * (activeQuote.price - previousClose));
+      signedUnrealizedPnl += signedQuoteUnrealizedPnl(convertedMarket, convertedCost, totalPriceUnits);
     } else if (brokerFallbackMktValue != null) {
       hasPositions = true;
       totalMktValue += toBasePosition(brokerFallbackMktValue);
       totalCostBasis += toBasePosition(totalCost);
       totalPrevValue += toBasePosition(brokerFallbackMktValue);
+      const brokerPnl = resolveBrokerFallbackPnl(positionMetrics, brokerFallbackMktValue);
+      if (brokerPnl != null) signedUnrealizedPnl += toBasePosition(brokerPnl);
     }
   }
 
-  const dailyPnl = totalMktValue - totalPrevValue;
+  const dailyPnl = signedDailyPnl;
   const dailyPnlPct = totalPrevValue !== 0 ? (dailyPnl / totalPrevValue) * 100 : 0;
-  const unrealizedPnl = totalMktValue - totalCostBasis;
+  const unrealizedPnl = signedUnrealizedPnl;
   const unrealizedPnlPct = totalCostBasis !== 0 ? (unrealizedPnl / totalCostBasis) * 100 : 0;
   const avgWatchlistChange = watchlistCount > 0 ? watchlistChangeSum / watchlistCount : 0;
 

package/src/plugins/builtin/research/corporate-actions-pane.tsx

@@ -23,6 +23,7 @@ import { useResolvedEntryValue, useSecFilingDocuments, useSecFilingsQuery } from
 import { instrumentFromTicker } from "../../../market-data/request-types";
 import { usePaneTicker } from "../../../state/app/context";
 import { isUsEquityTicker } from "../../../utils/sec";
+import { computeTTM } from "../ticker-detail/financials/aggregation";
 import { useAssetData } from "../../runtime";
 import { handleRefreshKey, loadingErrorFooterInfo } from "../shared/table-pane";
 import { useBoundTicker as useSymbolBinding, useTickerRequest } from "../shared/ticker-request";
@@ -241,16 +242,8 @@ function estimateValue(pair: EstimatePair): string {
 
 function ttmRow(quarterlyStatements: readonly FinancialStatement[]): EventRow | null {
   const latestFour = quarterlyStatements.slice(-4);
-  if (latestFour.length < 4) return null;
-  const fiscalRevenue = latestFour.reduce<number | undefined>((total, statement) => {
-    if (statement.totalRevenue == null) return total;
-    return (total ?? 0) + statement.totalRevenue;
-  }, undefined);
-  const fiscalEps = latestFour.reduce<number | undefined>((total, statement) => {
-    if (statement.eps == null) return total;
-    return (total ?? 0) + statement.eps;
-  }, undefined);
-  if (fiscalRevenue == null && fiscalEps == null) return null;
+  const ttm = computeTTM([...quarterlyStatements]);
+  if (!ttm || (ttm.totalRevenue == null && ttm.eps == null)) return null;
   const latest = latestFour.at(-1);
   return {
     id: `ttm:${latest?.date ?? ""}`,
@@ -258,8 +251,8 @@ function ttmRow(quarterlyStatements: readonly FinancialStatement[]): EventRow |
     status: "TTM",
     period: "4 qtrs",
     detail: "sum",
-    annualEps: fiscalEps,
-    annualRevenue: fiscalRevenue,
+    annualEps: ttm.eps,
+    annualRevenue: ttm.totalRevenue,
     value: "-",
     tone: "muted",
   };

package/src/plugins/builtin/research/equity-diagnostic-pane.test.tsx

@@ -0,0 +1,329 @@
+import { afterEach, expect, test } from "bun:test";
+import { act } from "react";
+import { apiClient, setCloudApiFetchTransport } from "../../../api-client";
+import type { CloudEquityDiagnosticResponse } from "../../../api-client";
+import { PaneFooterBar, PaneFooterProvider } from "../../../components/layout/pane/footer";
+import { testRender } from "../../../renderers/opentui/test-utils";
+import { AppContext, PaneInstanceProvider, createInitialState } from "../../../state/app/context";
+import { createTestPluginRuntime } from "../../../test-support/plugin-runtime";
+import { cloneLayout, createDefaultConfig } from "../../../types/config";
+import type { TickerRecord } from "../../../types/ticker";
+import { Box } from "../../../ui";
+import { PluginRenderProvider } from "../../runtime";
+import { EquityDiagnosticView } from "./equity-diagnostic-pane";
+
+const TEST_PANE_ID = "equity-diagnostic:AAPL";
+const WIDTH = 96;
+/** Tall enough that a full report fits without scrolling the assertions away. */
+const HEIGHT = 44;
+
+let testSetup: Awaited<ReturnType<typeof testRender>> | undefined;
+
+function makeTicker(symbol: string): TickerRecord {
+  return {
+    metadata: {
+      ticker: symbol,
+      exchange: "NASDAQ",
+      currency: "USD",
+      name: symbol,
+      portfolios: [],
+      watchlists: [],
+      positions: [],
+      custom: {},
+      tags: [],
+    },
+  };
+}
+
+function signIn(plan: "free" | "pro"): void {
+  apiClient.setSessionToken("equity-diagnostic-test-token");
+  apiClient.restoreCachedUser({
+    id: "user-1",
+    name: "Tester",
+    email: "tester@example.com",
+    username: "tester",
+    emailVerified: true,
+    plan,
+  } as never);
+}
+
+/** Answers the diagnostic endpoint locally and records the request bodies. */
+function mockDiagnosticTransport(
+  respond: (body: { symbol: string; exchange?: string; mode?: string }) => Response,
+): Array<{ symbol: string; exchange?: string; mode?: string }> {
+  const requests: Array<{ symbol: string; exchange?: string; mode?: string }> = [];
+  setCloudApiFetchTransport(async (url, init) => {
+    if (!url.endsWith("/research/equity-diagnostic")) {
+      throw new Error(`unexpected cloud request: ${url}`);
+    }
+    const body = JSON.parse(String(init?.body ?? "{}"));
+    requests.push(body);
+    return respond(body);
+  });
+  return requests;
+}
+
+function jsonResponse(body: unknown, status = 200): Response {
+  return new Response(JSON.stringify(body), { status, headers: { "content-type": "application/json" } });
+}
+
+function makeReport(overrides: Partial<CloudEquityDiagnosticResponse> = {}): CloudEquityDiagnosticResponse {
+  return {
+    schemaVersion: 1,
+    access: "full",
+    symbol: "AAPL",
+    exchange: "NASDAQ",
+    companyName: "Apple Inc.",
+    status: "partial",
+    verdict: "risk_skewed",
+    summary: "Margins slipped while inventory built up.",
+    confidence: 0.72,
+    findings: [
+      {
+        id: "f-low",
+        kind: "red_flag",
+        severity: 1,
+        confidence: 0.4,
+        title: "Receivables grew faster than sales",
+        observation: "Receivables rose 18 percent against 4 percent revenue growth.",
+        interpretation: "Collection may be slowing.",
+        evidenceIds: [],
+      },
+      {
+        id: "f-high",
+        kind: "red_flag",
+        severity: 3,
+        confidence: 0.81,
+        title: "Gross margin fell for three quarters",
+        observation: "Gross margin fell to 38.2 percent from 44.6 percent.",
+        interpretation: "Pricing pressure is outpacing mix improvement.",
+        evidenceIds: ["ev-10k", "ev-missing"],
+      },
+      {
+        id: "f-green",
+        kind: "green_flag",
+        severity: 2,
+        confidence: 0.6,
+        title: "Buyback pace accelerated",
+        observation: "Shares outstanding fell 3 percent.",
+        interpretation: "Capital return is intact.",
+        evidenceIds: ["ev-news"],
+      },
+    ],
+    watchItems: ["Next quarter gross margin guidance"],
+    coverage: [
+      { dataset: "financials", status: "available", asOf: "2026-02-01", provider: "Twelve Data" },
+      { dataset: "insider", status: "no_data" },
+    ],
+    evidence: [
+      { id: "ev-10k", dataset: "filings", label: "10-K", asOf: "2026-02-01", url: "https://sec.gov/aapl-10k" },
+      { id: "ev-news", dataset: "news", label: "Reuters" },
+    ],
+    generatedAt: new Date(Date.now() - 4 * 60_000).toISOString(),
+    expiresAt: new Date(Date.now() + 3_600_000).toISOString(),
+    refreshAllowedAt: new Date(Date.now() + 600_000).toISOString(),
+    cached: true,
+    stale: true,
+    promptVersion: 1,
+    model: "gpt-5.6-luna",
+    ...overrides,
+  };
+}
+
+function DiagnosticHarness() {
+  const config = createDefaultConfig("/tmp/gloomberb-equity-diagnostic-test");
+  config.layout = {
+    dockRoot: { kind: "pane", instanceId: TEST_PANE_ID },
+    instances: [{
+      instanceId: TEST_PANE_ID,
+      paneId: "equity-diagnostic",
+      binding: { kind: "fixed", symbol: "AAPL" },
+    }],
+    floating: [],
+    detached: [],
+  };
+  config.layouts = [{ name: "Default", layout: cloneLayout(config.layout) }];
+
+  const state = createInitialState(config);
+  state.focusedPaneId = TEST_PANE_ID;
+  state.tickers = new Map([["AAPL", makeTicker("AAPL")]]);
+
+  return (
+    <AppContext value={{ state, dispatch: () => {} }}>
+      <PaneInstanceProvider paneId={TEST_PANE_ID}>
+        <PluginRenderProvider pluginId="ticker-research" runtime={createTestPluginRuntime()}>
+          <PaneFooterProvider>
+            {(footer) => (
+              <Box flexDirection="column" width={WIDTH} height={HEIGHT}>
+                <EquityDiagnosticView width={WIDTH} height={HEIGHT - 1} focused />
+                <PaneFooterBar footer={footer} focused width={WIDTH} />
+              </Box>
+            )}
+          </PaneFooterProvider>
+        </PluginRenderProvider>
+      </PaneInstanceProvider>
+    </AppContext>
+  );
+}
+
+async function renderHarness(): Promise<void> {
+  await act(async () => {
+    testSetup = await testRender(<DiagnosticHarness />, { width: WIDTH, height: HEIGHT });
+  });
+  await settle();
+}
+
+async function settle(): Promise<void> {
+  for (let attempt = 0; attempt < 6; attempt += 1) {
+    await act(async () => {
+      await Bun.sleep(1);
+      await testSetup!.renderOnce();
+    });
+  }
+}
+
+async function pressKey(name: string): Promise<void> {
+  await act(async () => {
+    testSetup!.renderer.keyInput.emit("keypress", {
+      name,
+      sequence: name,
+      ctrl: false,
+      meta: false,
+      option: false,
+      shift: false,
+      eventType: "press",
+      repeated: false,
+      stopPropagation: () => {},
+      preventDefault: () => {},
+    } as never);
+    await testSetup!.renderOnce();
+  });
+  await settle();
+}
+
+afterEach(async () => {
+  if (testSetup) {
+    await act(async () => testSetup!.renderer.destroy());
+    testSetup = undefined;
+  }
+  setCloudApiFetchTransport(null);
+  apiClient.setSessionToken(null);
+  apiClient.restoreCachedUser(null);
+});
+
+test("shows a cited preview to free accounts and gates the rest", async () => {
+  signIn("free");
+  const fullReport = makeReport();
+  const requests = mockDiagnosticTransport(() => jsonResponse(makeReport({
+    access: "preview",
+    verdict: "unclear",
+    summary: "",
+    confidence: 0.81,
+    findings: [fullReport.findings[1]!],
+    watchItems: [],
+    evidence: [fullReport.evidence[0]!],
+  })));
+
+  await renderHarness();
+
+  const frame = testSetup!.captureCharFrame();
+  expect(requests).toEqual([{ symbol: "AAPL", exchange: "NASDAQ", mode: "cache-first" }]);
+  expect(frame).toContain("Free preview");
+  expect(frame).toContain("Gross margin fell for three quarters");
+  expect(frame).not.toContain("Receivables grew faster than sales");
+  expect(frame).not.toContain("Risk skewed");
+  expect(frame).toContain("UNLOCK THE FULL DIAGNOSTIC");
+  expect(frame).toContain("Upgrade to Pro");
+  expect(frame).toContain("Gloom Cloud");
+  expect(frame).not.toContain("Twelve Data");
+  expect(frame).not.toContain("efresh");
+});
+
+test("renders a stale partial report with severity order, split observation, and citations", async () => {
+  signIn("pro");
+  mockDiagnosticTransport(() => jsonResponse(makeReport()));
+
+  await renderHarness();
+
+  const frame = testSetup!.captureCharFrame();
+  expect(frame).toContain("Risk skewed");
+  expect(frame).toContain("Apple Inc.");
+  expect(frame).toContain("4m ago");
+  expect(frame).toContain("confidence 72%");
+  expect(frame).toContain("Margins slipped");
+
+  // Severity sorted inside a kind, and split into observation versus reading.
+  expect(frame.indexOf("Gross margin fell for three quarters"))
+    .toBeLessThan(frame.indexOf("Receivables grew faster than sales"));
+  expect(frame).toContain("Observed");
+  expect(frame).toContain("Reading");
+  expect(frame).toContain("Pricing pressure is outpacing mix improvement.");
+
+  // Citations resolve against the server catalog; unknown ids are dropped.
+  expect(frame).toContain("10-K 2026-02-01");
+  expect(frame).toContain("Reuters");
+  expect(frame).not.toContain("ev-missing");
+
+  expect(frame).toContain("WATCH ITEMS");
+  expect(frame).toContain("COVERAGE");
+  expect(frame).toContain("no data");
+
+  // Footer carries changing state only, and the model stays an implementation detail.
+  expect(frame).toContain("partial");
+  expect(frame).toContain("stale");
+  expect(frame).toContain("efresh");
+  expect(frame).not.toContain("luna");
+});
+
+test("adds data sources line by line while the diagnostic generates", async () => {
+  signIn("pro");
+  mockDiagnosticTransport(() => jsonResponse({ status: "generating", retryAfterMs: 5_000 }, 202));
+
+  await renderHarness();
+
+  const frame = testSetup!.captureCharFrame();
+  expect(frame).toContain("Gloom Cloud market data");
+  expect(frame).toContain("SEC EDGAR filings");
+  expect(frame).not.toContain("FINRA short interest");
+});
+
+test("polls an uncached diagnostic until the background report is ready", async () => {
+  signIn("pro");
+  let attempts = 0;
+  const requests = mockDiagnosticTransport(() => {
+    attempts += 1;
+    return attempts === 1
+      ? jsonResponse({ status: "generating", retryAfterMs: 10 }, 202)
+      : jsonResponse(makeReport());
+  });
+
+  await renderHarness();
+  await Bun.sleep(20);
+  await settle();
+
+  expect(requests).toEqual([
+    { symbol: "AAPL", exchange: "NASDAQ", mode: "cache-first" },
+    { symbol: "AAPL", exchange: "NASDAQ", mode: "cache-first" },
+  ]);
+  expect(testSetup!.captureCharFrame()).toContain("Gross margin fell for three quarters");
+});
+
+test("asks for a refresh on r and keeps the last report when the retry is rate limited", async () => {
+  signIn("pro");
+  const requests = mockDiagnosticTransport((body) => (
+    body.mode === "refresh"
+      ? jsonResponse({ message: "Too many requests" }, 429)
+      : jsonResponse(makeReport())
+  ));
+
+  await renderHarness();
+  expect(requests).toEqual([{ symbol: "AAPL", exchange: "NASDAQ", mode: "cache-first" }]);
+
+  await pressKey("r");
+
+  expect(requests.at(-1)?.mode).toBe("refresh");
+  const frame = testSetup!.captureCharFrame();
+  expect(frame).toContain("Rate limited");
+  expect(frame).toContain("Gross margin fell for three quarters");
+  expect(frame).toContain("Retry");
+});