gloomberb 0.11.1 → 0.11.3

package/src/cli/commands/automation.ts

@@ -13,38 +13,26 @@ import type { CliCommandDef } from "../../types/plugin";
 import { withCliServices, withConfigData } from "../context";
 import { requireArg, takeOption } from "./command-utils";
 
-function deferredResult(command: string, code: "auth_required" | "not_implemented", message: string) {
-  return {
-    command,
-    status: code,
-    code,
-    message,
-  };
-}
-
 export const brokerCliCommand: CliCommandDef = {
   name: "broker",
   aliases: ["brokers"],
-  description: "Inspect broker profiles and guarded broker operations",
-  help: { usage: ["broker list", "broker status", "broker add|edit|remove|connect|sync"] },
+  description: "Inspect broker profiles",
+  help: { usage: ["broker list", "broker status"] },
   execute: async (args, ctx) => {
     const action = args[0] ?? "list";
+    if (action !== "list" && action !== "status") {
+      ctx.fail("Usage: gloomberb broker list|status");
+    }
     await withCliServices(ctx, async (services) => {
-      if (action === "list" || action === "status") {
-        const rows = services.config.brokerInstances.map((instance) => ({
+      ctx.printResult({
+        data: services.config.brokerInstances.map((instance) => ({
           id: instance.id,
           type: instance.brokerType,
           label: instance.label,
           enabled: instance.enabled !== false,
           connectionMode: instance.connectionMode ?? "",
           lastSyncedAt: instance.lastSyncedAt ? new Date(instance.lastSyncedAt).toISOString() : "",
-        }));
-        ctx.printResult({ data: rows });
-        return;
-      }
-
-      ctx.printResult({
-        data: deferredResult("broker", "not_implemented", "Broker mutation and connection commands need shared non-UI broker service extraction before they can safely run headless."),
+        })),
       });
     });
   },
@@ -52,36 +40,24 @@ export const brokerCliCommand: CliCommandDef = {
 
 export const ibkrCliCommand: CliCommandDef = {
   name: "ibkr",
-  description: "Guarded IBKR account, order preview, and order action commands",
-  help: { usage: ["ibkr accounts|positions|orders|preview|place|cancel"] },
+  description: "Inspect IBKR profiles",
+  help: { usage: ["ibkr accounts", "ibkr status"] },
   execute: async (args, ctx) => {
     const action = args[0] ?? "status";
-    const profile = takeOption(args, "--profile");
-    const account = takeOption(args, "--account");
-    if ((action === "place" || action === "cancel") && (!profile || !account || !ctx.cliOptions.yes)) {
-      ctx.fail(`ibkr ${action} requires --profile, --account, and --yes.`);
+    if (action !== "accounts" && action !== "status") {
+      ctx.fail("Usage: gloomberb ibkr accounts|status");
     }
     await withCliServices(ctx, async (services) => {
-      const ibkrProfiles = services.config.brokerInstances.filter((instance) => instance.brokerType === "ibkr");
-      if (action === "accounts" || action === "status") {
-        ctx.printResult({ data: ibkrProfiles.map((instance) => ({
-          id: instance.id,
-          label: instance.label,
-          enabled: instance.enabled !== false,
-          connectionMode: instance.connectionMode ?? "",
-          lastSyncedAt: instance.lastSyncedAt ? new Date(instance.lastSyncedAt).toISOString() : "",
-        })) });
-        return;
-      }
       ctx.printResult({
-        data: {
-          ...deferredResult("ibkr", "not_implemented", "IBKR trading commands are registered with safety gates, but headless order/account service extraction is still required."),
-          action,
-          profile: profile ?? null,
-          account: account ?? null,
-          dryRun: ctx.cliOptions.dryRun,
-          confirmed: ctx.cliOptions.yes,
-        },
+        data: services.config.brokerInstances
+          .filter((instance) => instance.brokerType === "ibkr")
+          .map((instance) => ({
+            id: instance.id,
+            label: instance.label,
+            enabled: instance.enabled !== false,
+            connectionMode: instance.connectionMode ?? "",
+            lastSyncedAt: instance.lastSyncedAt ? new Date(instance.lastSyncedAt).toISOString() : "",
+          })),
       });
     });
   },
@@ -133,19 +109,12 @@ export function createAiCliCommand(options: CreateAiCliCommandOptions = {}): Cli
       usage: [
         "ai providers",
         "ai ask [--provider id] [--model id] <prompt>",
-        "ai screen list|show|delete|refresh|export",
       ],
     },
     execute: async (args, ctx) => {
       const action = args[0] ?? "providers";
-      if (action === "screen") {
-        ctx.printResult({
-          data: deferredResult("ai screen", "not_implemented", "AI screener tabs are still pane-state backed; expose them through a shared non-UI screener store before headless mutation."),
-        });
-        return;
-      }
       if (action !== "providers" && action !== "ask") {
-        ctx.fail("Usage: gloomberb ai providers|ask|screen");
+        ctx.fail("Usage: gloomberb ai providers|ask");
       }
 
       const rawArgs = args.slice(1);
@@ -258,23 +227,3 @@ export const rssCliCommand: CliCommandDef = {
     })) });
   },
 };
-
-function cloudCommand(name: string, description: string): CliCommandDef {
-  return {
-    name,
-    description,
-    execute: (_args, ctx) => {
-      ctx.printResult({
-        data: deferredResult(name, "auth_required", "This command needs an existing cloud/session token. New auth/account/chat CLI workflows are deferred in this pass."),
-      });
-    },
-  };
-}
-
-export const cloudCliCommands: CliCommandDef[] = [
-  cloudCommand("buildout", "Fetch Buildout company data through an existing cloud session"),
-  cloudCommand("congress", "Fetch congressional trade data through an existing cloud session"),
-  cloudCommand("substack", "Fetch Substack reader data through an existing session"),
-  cloudCommand("x-feed", "Fetch X/Twitter feed data through an existing cloud session"),
-  cloudCommand("tweets", "Alias for x-feed"),
-];

package/src/cli/commands/market.ts

@@ -1,5 +1,5 @@
 import type { CliCommandDef } from "../../types/plugin";
-import type { TimeRange } from "../../time-series/range";
+import { TIME_RANGES, type TimeRange } from "../../time-series/range";
 import type { EarningsEvent, QuoteBatchResult, SecFilingItem } from "../../types/data-provider";
 import type { NewsArticle, NewsFeed, NewsQuery } from "../../news/types";
 import type {
@@ -15,7 +15,7 @@ import { formatCompact } from "../../utils/format";
 import { withCliServices, withMarketData } from "../context";
 import { isoDate, parsePositiveInt, requireArg, takeOption } from "./command-utils";
 
-const VALID_RANGES = new Set<TimeRange>(["1D", "1W", "1M", "3M", "6M", "1Y", "5Y", "ALL"]);
+const VALID_RANGES = new Set<TimeRange>(TIME_RANGES);
 const VALID_NEWS_FEEDS = new Set<NewsFeed>(["latest", "top", "breaking", "ticker", "sector", "topic"]);
 
 type QuoteCliRecord = Omit<QuoteBatchResult, "error"> & { error: string | null };

package/src/cli/index.ts

@@ -23,7 +23,6 @@ import { createSystemCliCommands } from "./commands/system";
 import {
   aiCliCommand,
   brokerCliCommand,
-  cloudCliCommands,
   ibkrCliCommand,
   rssCliCommand,
 } from "./commands/automation";
@@ -198,7 +197,6 @@ function createCoreCliCommands(
     ibkrCliCommand,
     aiCliCommand,
     rssCliCommand,
-    ...cloudCliCommands,
   ];
   return commands;
 }

package/src/cli/pane-functions/capabilities.ts

@@ -1,3 +1,4 @@
+import { CHART_RESOLUTIONS } from "../../time-series/range";
 import type { PaneDef, PaneTemplateDef } from "../../types/plugin";
 
 export type PaneFunctionReadiness = "ready" | "partial" | "unsupported";
@@ -128,8 +129,7 @@ const CAPABILITIES: Record<string, PaneFunctionCapability> = {
         description: "Market-price sampling resolution.",
         type: "enum",
         aliases: ["resolution"],
-        values: ["auto", "1m", "5m", "15m", "30m", "45m", "1h", "1d", "1wk", "1mo"]
-          .map((value) => ({ value })),
+        values: CHART_RESOLUTIONS.map((value) => ({ value })),
       },
     ],
   },
@@ -251,7 +251,7 @@ const CAPABILITIES: Record<string, PaneFunctionCapability> = {
         description: "Price sampling resolution.",
         type: "enum",
         aliases: ["resolution"],
-        values: ["1m", "5m", "15m", "30m", "45m", "1h", "1d", "1wk", "1mo"].map((value) => ({ value })),
+        values: CHART_RESOLUTIONS.filter((value) => value !== "auto").map((value) => ({ value })),
         defaultValue: "1d",
       },
     ],

package/src/cli/registry.ts

@@ -4,7 +4,6 @@ import type {
   CliCommandDef,
   CliDispatchResult,
   GloomPlugin,
-  PluginCliCommandDescriptor,
 } from "../types/plugin";
 import type { LoadedExternalPlugin } from "../plugins/loader";
 import { getPluginCatalog } from "../plugins/catalog";
@@ -35,7 +34,6 @@ export interface CliCommandRegistry {
   config: AppConfig | null;
   plugins: GloomPlugin[];
   externalPlugins: LoadedExternalPlugin[];
-  descriptors: Array<{ pluginId: string; descriptor: PluginCliCommandDescriptor }>;
 }
 
 interface BuildCliCommandRegistryOptions {
@@ -71,19 +69,6 @@ function getCommandUsageLabel(command: CliCommandDef): string {
   return command.help?.usage?.[0] ?? command.name;
 }
 
-function descriptorToCommand(descriptor: PluginCliCommandDescriptor): CliCommandDef | null {
-  if (!descriptor.execute) return null;
-  return {
-    name: descriptor.name,
-    aliases: descriptor.aliases,
-    description: descriptor.summary,
-    help: descriptor.examples?.length
-      ? { usage: descriptor.examples }
-      : undefined,
-    execute: descriptor.execute,
-  };
-}
-
 function renderHelpSections(registry: CliCommandRegistry): string[] {
   const lines: string[] = [];
 
@@ -172,7 +157,6 @@ export function buildCliCommandRegistry({
   }
 
   const loadablePlugins: GloomPlugin[] = [];
-  const descriptors: Array<{ pluginId: string; descriptor: PluginCliCommandDescriptor }> = [];
   for (const entry of catalog) {
     if (entry.error) {
       registryLog.warn(`Skipping external plugin "${entry.plugin.id}" for CLI registration.`, {
@@ -185,11 +169,6 @@ export function buildCliCommandRegistry({
     for (const command of entry.plugin.cliCommands ?? []) {
       registerCommand(command, entry.plugin.id, "plugin");
     }
-    for (const descriptor of entry.plugin.cli?.commands ?? []) {
-      descriptors.push({ pluginId: entry.plugin.id, descriptor });
-      const command = descriptorToCommand(descriptor);
-      if (command) registerCommand(command, entry.plugin.id, "plugin");
-    }
   }
 
   const commands = allCommands.filter((entry) => (
@@ -210,7 +189,6 @@ export function buildCliCommandRegistry({
     config,
     plugins: loadablePlugins.filter((plugin) => !disabledPlugins.has(plugin.id)),
     externalPlugins,
-    descriptors,
   };
 }
 

package/src/cli/result.ts

@@ -1,5 +1,6 @@
 import type { CliGlobalOptions } from "./options";
 import { renderTable, type CliTableColumn } from "../utils/cli-output";
+import { serializeCsv } from "../utils/csv";
 
 export interface CliResult<T = unknown> {
   data: T;
@@ -57,11 +58,6 @@ function inferColumns(rows: Record<string, unknown>[]): CliResultColumn<Record<s
   return [...keys].map((key) => ({ key, header: key }));
 }
 
-function csvEscape(value: string): string {
-  if (!/[",\n\r]/.test(value)) return value;
-  return `"${value.replace(/"/g, '""')}"`;
-}
-
 function serializeColumns<Row>(columns?: CliResultColumn<Row>[]) {
   return columns?.map((column) => ({
     key: column.key,
@@ -78,11 +74,12 @@ function renderCsv<Row extends Record<string, unknown>>(
   const resolvedColumns = columns && columns.length > 0
     ? columns
     : inferColumns(rows as Record<string, unknown>[]) as CliResultColumn<Row>[];
-  const header = resolvedColumns.map((column) => csvEscape(column.header)).join(",");
-  const body = rows.map((row) => resolvedColumns
-    .map((column) => csvEscape(normalizeCell(column.value ? column.value(row) : row[column.key])))
-    .join(","));
-  return [header, ...body].join("\n");
+  return serializeCsv([
+    resolvedColumns.map((column) => column.header),
+    ...rows.map((row) => resolvedColumns.map((column) => (
+      column.value ? column.value(row) : row[column.key]
+    ))),
+  ]);
 }
 
 function renderTextTable<Row extends Record<string, unknown>>(

package/src/components/chart/composite/composite-chart.test.tsx

@@ -31,6 +31,9 @@ import {
   resolveCompositeMinimumSpanMs,
   zoomCompositeViewport,
 } from "./interactions";
+import { getThemeColors, syncTheme } from "../../../theme/colors";
+import { ThemeProvider } from "../../../theme/theme-context";
+import { DEFAULT_THEME } from "../../../theme/themes";
 
 let testSetup: Awaited<ReturnType<typeof testRender>> | undefined;
 let chartShortcut: ((event: KeyEventLike) => void) | null = null;
@@ -131,12 +134,12 @@ function keyEvent(name: string, shift = false): KeyEventLike {
 }
 
 afterEach(async () => {
-  if (!testSetup) return;
-  await act(async () => testSetup!.renderer.destroy());
+  if (testSetup) await act(async () => testSetup!.renderer.destroy());
   testSetup = undefined;
   chartShortcut = null;
   capturedSurfaceProps = null;
   capturedSurfaceNode = null;
+  syncTheme(DEFAULT_THEME);
 });
 
 function point(date: string, value: number): TimeSeriesPoint {
@@ -204,6 +207,46 @@ function twoSessionCandles(): ResolvedSeries {
 }
 
 describe("CompositeChart", () => {
+  test("repaints cached chart rasters when the theme changes", async () => {
+    let setThemeId: ((themeId: string) => void) | null = null;
+    const chartSeries = [series("price", "main", "left", "USD", [100, 101, 102])];
+
+    function ThemedChart() {
+      const [themeId, setTheme] = useState(DEFAULT_THEME);
+      setThemeId = setTheme;
+      return (
+        <ThemeProvider themeId={themeId}>
+          <CaptureChartSurfaceProvider>
+            <CompositeChart
+              width={60}
+              height={12}
+              series={chartSeries}
+              panels={[{ id: "main" }]}
+            />
+          </CaptureChartSurfaceProvider>
+        </ThemeProvider>
+      );
+    }
+
+    testSetup = await testRender(<ThemedChart />, { width: 62, height: 14 });
+    await act(async () => {
+      await testSetup!.renderOnce();
+      await testSetup!.renderOnce();
+    });
+
+    const nextThemeId = "github-light";
+    await act(async () => {
+      setThemeId?.(nextThemeId);
+      await testSetup!.renderOnce();
+      await testSetup!.renderOnce();
+    });
+
+    const bitmap = capturedSurfaceProps!.bitmaps[0] as { pixels: Uint8Array };
+    const expectedBackground = getThemeColors(nextThemeId).bg;
+    const expectedRgb = [1, 3, 5].map((offset) => parseInt(expectedBackground.slice(offset, offset + 2), 16));
+    expect(Array.from(bitmap.pixels.slice(0, 3))).toEqual(expectedRgb);
+  });
+
   test("shows the regular-session move beside the latest intraday value", async () => {
     testSetup = await testRender(
       <CompositeChart

package/src/components/chart/composite/composite-chart.tsx

@@ -14,6 +14,7 @@ import {
 import { useShortcut } from "../../../react/input";
 import { useOptionalPaneInstanceId, usePaneSettingValue } from "../../../state/app/context";
 import { colors as themeColors, hoverBg } from "../../../theme/colors";
+import { useThemeColors } from "../../../theme/theme-context";
 import { formatPercentRaw } from "../../../utils/format";
 import { isPlainKey } from "../../../utils/keyboard";
 import { truncateWithEllipsis } from "../../../utils/text-wrap";
@@ -62,6 +63,7 @@ import { renderCompositePanelBitmap } from "./rasterizer";
 import {
   buildChartToolVectors,
   CHART_DRAWING_COLORS,
+  CHART_DRAWINGS_SETTING_KEY,
   countMeasureBars,
   drawChartToolOverlay,
   resolveChartToolKind,
@@ -70,6 +72,7 @@ import {
   hitTestDrawings,
   isDrawingTool,
   nextDrawingColor,
+  parseChartDrawings,
   resolveDrawingFromDrag,
   resolveZoomBoxRange,
   shiftDrawing,
@@ -1371,7 +1374,6 @@ function CompositeLegend({
   );
 }
 
-const CHART_DRAWINGS_SETTING_KEY = "chartDrawings";
 const NO_DRAWINGS: readonly ChartDrawing[] = [];
 /** Coalesces a drag into one write instead of one per pointer move. */
 const DRAWING_PERSIST_DELAY_MS = 400;
@@ -1397,7 +1399,7 @@ function ChartDrawingStore({
   );
   const restoredRef = useRef<readonly ChartDrawing[] | null>(null);
   if (restoredRef.current === null) {
-    restoredRef.current = Array.isArray(stored) ? stored : NO_DRAWINGS;
+    restoredRef.current = parseChartDrawings(stored);
   }
 
   useEffect(() => {
@@ -1445,6 +1447,7 @@ export function CompositeChart({
   onToggleSeries,
   isSeriesToggleable,
 }: CompositeChartProps) {
+  const activeThemeColors = useThemeColors();
   const { cellWidthPx = 8, pixelRatio = 1 } = useUiCapabilities();
   const isDesktopWeb = useUiHost().kind === "desktop-web";
   const showTextFallback = useShowChartTextFallback();
@@ -1692,13 +1695,13 @@ export function CompositeChart({
   }).join("|");
   const plotHeight = Math.max(panelCount, totalHeight - legendRows - timeAxisRows);
   const resolvedColors = useMemo<CompositeChartColors>(() => ({
-    background: colors?.background ?? themeColors.bg,
-    grid: colors?.grid ?? themeColors.border,
-    crosshair: colors?.crosshair ?? themeColors.borderFocused,
-    text: colors?.text ?? themeColors.text,
-    textDim: colors?.textDim ?? themeColors.textDim,
-    negative: colors?.negative ?? themeColors.negative,
-  }), [colors]);
+    background: colors?.background ?? activeThemeColors.bg,
+    grid: colors?.grid ?? activeThemeColors.border,
+    crosshair: colors?.crosshair ?? activeThemeColors.borderFocused,
+    text: colors?.text ?? activeThemeColors.text,
+    textDim: colors?.textDim ?? activeThemeColors.textDim,
+    negative: colors?.negative ?? activeThemeColors.negative,
+  }), [activeThemeColors, colors]);
   const projectedScene = useMemo(() => {
     // lastTickKey busts this memo when a live tick mutates series identity in place.
     void lastTickKey;

package/src/components/chart/composite/scene.ts

@@ -17,7 +17,6 @@ import type {
 import {
   buildCompositeTimeScale,
   projectCompositeTimestamp,
-  unprojectCompositeTimestamp,
 } from "./time-scale";
 import type { CompositeTimeScale } from "./types";
 
@@ -523,26 +522,6 @@ export function resolveCompositeCursorDate(scene: CompositeChartScene, localX: n
   return scene.dates[nearestIndex] ?? null;
 }
 
-export function resolveCompositeTimeAxisDate(
-  scene: CompositeChartScene,
-  ratio: number,
-): Date {
-  const safeRatio = Math.max(0, Math.min(1, ratio));
-  if (scene.timeScale.kind === "market" && scene.dates.length > 0) {
-    let nearestIndex = 0;
-    let nearestDistance = Number.POSITIVE_INFINITY;
-    scene.dateRatios.forEach((candidate, index) => {
-      const distance = Math.abs(candidate - safeRatio);
-      if (distance < nearestDistance) {
-        nearestIndex = index;
-        nearestDistance = distance;
-      }
-    });
-    return scene.dates[nearestIndex] ?? new Date(scene.startTime);
-  }
-  return new Date(unprojectCompositeTimestamp(scene.timeScale, safeRatio));
-}
-
 export function resolveAdjacentCompositeCursorDate(
   scene: CompositeChartScene,
   current: Date | null,

package/src/components/chart/composite/tools.ts

@@ -27,6 +27,55 @@ export interface ChartDrawing {
   color: string;
 }
 
+export const CHART_DRAWINGS_SETTING_KEY = "chartDrawings";
+const MAX_SHARED_CHART_DRAWINGS = 100;
+const MAX_SHARED_DRAWING_POINTS = 5_000;
+
+export function parseChartDrawings(value: unknown): ChartDrawing[] {
+  if (!Array.isArray(value) || value.length > MAX_SHARED_CHART_DRAWINGS) return [];
+  let pointCount = 0;
+  const drawings: ChartDrawing[] = [];
+  for (const entry of value) {
+    if (!entry || typeof entry !== "object" || Array.isArray(entry)) return [];
+    const drawing = entry as Record<string, unknown>;
+    if (!Object.keys(drawing).every((key) => ["id", "panelId", "points", "color"].includes(key))) return [];
+    if (
+      typeof drawing.id !== "string"
+      || drawing.id.length === 0
+      || drawing.id.length > 160
+      || typeof drawing.panelId !== "string"
+      || drawing.panelId.length === 0
+      || drawing.panelId.length > 120
+      || typeof drawing.color !== "string"
+      || !/^#[0-9a-f]{6}$/i.test(drawing.color)
+      || !Array.isArray(drawing.points)
+      || drawing.points.length < 2
+    ) return [];
+    pointCount += drawing.points.length;
+    if (pointCount > MAX_SHARED_DRAWING_POINTS) return [];
+    const points: ChartDrawingPoint[] = [];
+    for (const point of drawing.points) {
+      if (!point || typeof point !== "object" || Array.isArray(point)) return [];
+      const raw = point as Record<string, unknown>;
+      if (
+        !Object.keys(raw).every((key) => key === "time" || key === "value")
+        || typeof raw.time !== "number"
+        || !Number.isFinite(raw.time)
+        || typeof raw.value !== "number"
+        || !Number.isFinite(raw.value)
+      ) return [];
+      points.push({ time: raw.time, value: raw.value });
+    }
+    drawings.push({
+      id: drawing.id,
+      panelId: drawing.panelId,
+      points,
+      color: drawing.color,
+    });
+  }
+  return drawings;
+}
+
 export interface ChartDrawingHit {
   drawing: ChartDrawing;
   /** Grabbed endpoint, or null when the whole shape was grabbed. */

package/src/components/command-bar/commands/direct/index.ts

@@ -87,6 +87,10 @@ export function runDirectCommandAction(options: {
       closeAll({ revertThemePreview: false });
       pluginRegistry.showPane("help");
       return;
+    case "layout-marketplace":
+      closeAll({ revertThemePreview: false });
+      pluginRegistry.showPane("layout-marketplace");
+      return;
     case "pane-settings":
       if (state.focusedPaneId) openPaneSettingsRoute(state.focusedPaneId);
       return;

package/src/components/command-bar/commands/registry.ts

@@ -138,8 +138,15 @@ export const commands: Command[] = [
     category: "Config",
   },
   {
-    id: "layout",
+    id: "layout-marketplace",
     prefix: "LAY",
+    label: "Layouts",
+    description: "Open the layout browser to switch, publish, or add layouts",
+    category: "Config",
+  },
+  {
+    id: "layout",
+    prefix: "LMA",
     label: "Layout Actions",
     description: "Organize panes and saved layouts",
     hasArg: true,

package/src/components/command-bar/layout-items/current-layout.ts

@@ -79,7 +79,7 @@ export function buildCurrentLayoutItems({
     },
     {
       id: "layout-gridlock",
-      label: "Gridlock All Windows",
+      label: "Tidy Windows",
       detail: currentLayout.floating.length > 0
         ? "Infer a tiled layout from the current window positions"
         : "Retile all panes from their current arrangement",

package/src/components/command-bar/pane-templates/workflow.ts

@@ -112,6 +112,10 @@ export function useCommandBarPaneTemplateActions({
     const trimmedArg = rawArg?.trim() || "";
     const argKind = template.shortcut?.argKind ?? template.shortcut?.argPlaceholder;
     if (argKind === "ticker") {
+      if (!trimmedArg && template.shortcut?.argOptional) {
+        await openPaneTemplateDirect(template);
+        return;
+      }
       const resolvedTicker = await resolveTickerInput(
         trimmedArg || undefined,
         activeTickerSymbol,

package/src/components/command-bar/routes/root/shortcut-feedback.ts

@@ -34,6 +34,9 @@ export function buildRootShortcutFeedback({
   if (rootShortcutIntent.source === "pane-template") {
     const argKind = getPaneTemplateArgKind(rootShortcutIntent.template);
     if (argKind === "ticker") {
+      if (rootShortcutIntent.template.shortcut?.argOptional && !rootShortcutIntent.argText) {
+        return `Shortcut: ${rootShortcutIntent.label}`;
+      }
       const symbol = normalizeTickerInput(activeTickerSymbol, rootShortcutIntent.argText);
       if (symbol) {
         return rootShortcutIntent.kind === "inferred-complete"

package/src/components/command-bar/routes/root/shortcuts.test.ts

@@ -46,6 +46,13 @@ const paneTemplates: PaneTemplateDef[] = [
     description: "Search provider instruments",
     shortcut: { prefix: "SRCH", argPlaceholder: "query", argKind: "text" },
   },
+  {
+    id: "cds-pane",
+    paneId: "cds",
+    label: "Single-Name CDS",
+    description: "CDS shortcut",
+    shortcut: { prefix: "CDS", argPlaceholder: "ticker", argKind: "ticker", argOptional: true },
+  },
 ];
 
 const pluginCommands: CommandDef[] = [{
@@ -135,6 +142,18 @@ describe("ticker data root shortcuts", () => {
     }
   });
 
+  test("optional ticker shortcuts do not infer the active ticker", () => {
+    const bare = parse("CDS", "MSFT");
+    expect(bare.kind).toBe("partial");
+    if (bare.kind === "none") throw new Error("Expected shortcut intent");
+    expect(bare.completionQuery).toBeNull();
+
+    const scoped = parse("CDS ORCL", "MSFT");
+    expect(scoped.kind).toBe("complete");
+    if (scoped.kind === "none") throw new Error("Expected shortcut intent");
+    expect(scoped.argText).toBe("ORCL");
+  });
+
   test("EM accepts optional text tickers without active ticker inference", () => {
     const bare = parse("EM", "AAPL");
     expect(bare.kind).toBe("partial");

package/src/components/command-bar/routes/root/shortcuts.ts

@@ -145,7 +145,9 @@ export function parseRootShortcutIntent({
   if (!match) return { kind: "none" };
 
   const argText = trimmed.slice(match.prefix.length).trim();
-  const inferredArg = inferShortcutArg(match.argKind, activeTicker);
+  const inferredArg = match.source === "pane-template" && match.template?.shortcut?.argOptional
+    ? null
+    : inferShortcutArg(match.argKind, activeTicker);
   const completionQuery = inferredArg ? `${match.prefix} ${inferredArg}` : null;
 
   let kind: Exclude<ShortcutIntentKind, "none">;