gloomberb 0.12.0 → 0.13.2

package/src/components/onboarding/account-step/chooser-panel.tsx

@@ -19,8 +19,8 @@ export function AccountChooserPanel({
   const choices = useMemo<ListViewItem[]>(() => [
     {
       id: "qr",
-      label: t("Scan QR with the mobile app"),
-      description: t("Approve from your phone, no typing"),
+      label: t("Continue in browser"),
+      description: t("Sign in securely, or scan with your phone"),
     },
     {
       id: "signup",

package/src/components/onboarding/account-step/qr-panel.tsx

@@ -1,7 +1,5 @@
 import { useEffect, useRef, useState } from "react";
-import { Box, Text, TextAttributes } from "../../../ui";
-import { colors } from "../../../theme/colors";
-import { t } from "../../../i18n";
+import { Box } from "../../../ui";
 import { useAppLanguage } from "../../../i18n/react";
 import { useShortcut } from "../../../react/input";
 import { isPlainKey } from "../../../utils/keyboard";
@@ -56,13 +54,7 @@ export function AccountQrPanel({
 
   return (
     <Box flexDirection="column" paddingX={2}>
-      <Box height={1}>
-        <Text fg={colors.textBright} attributes={TextAttributes.BOLD}>
-          {t("Scan with the Gloom app to sign in")}
-        </Text>
-      </Box>
-      <Box height={1} />
-      <DeviceSignInPanel snapshot={snapshot} height={Math.max(4, height - 2)} />
+      <DeviceSignInPanel snapshot={snapshot} height={height} />
     </Box>
   );
 }

package/src/components/onboarding/onboarding-wizard.test.tsx

@@ -63,6 +63,7 @@ function createPluginRegistry(options: {
     tickerRepository: options.tickerRepository ?? createTickerRepository(),
     persistence: { resources: undefined },
     openCommandBar: () => {},
+    navigateTicker: () => {},
   } as unknown as PluginRegistry;
 }
 
@@ -265,7 +266,7 @@ describe("OnboardingWizard", () => {
     expect(capturedConfig?.onboardingProgress?.stage).toBe("add-ticker");
   });
 
-  test("advances directly to Cloud after the expected AP save", async () => {
+  test("opens research before Cloud after the expected AP save", async () => {
     tempDataDir = await mkdtemp(join(tmpdir(), "gloomberb-onboarding-actions-"));
     const pluginRegistry = createPluginRegistry();
     const config = {
@@ -300,12 +301,12 @@ describe("OnboardingWizard", () => {
       await Bun.sleep(0);
       await testSetup!.renderOnce();
     });
-    const frame = await waitForFrame("Sign up free");
-    expect(frame).toContain("Sign up free");
-    expect(capturedConfig?.onboardingProgress?.stage).toBe("account");
+    const frame = await waitForFrame("Connect free Cloud");
+    expect(frame).toContain("Connect free Cloud");
+    expect(capturedConfig?.onboardingProgress?.stage).toBe("research");
   });
 
-  test("imports a broker portfolio before moving to Cloud", async () => {
+  test("imports a broker portfolio before opening research", async () => {
     tempDataDir = await mkdtemp(join(tmpdir(), "gloomberb-onboarding-broker-"));
     const tickerRepository = createTickerRepository();
     const broker: BrokerAdapter = {
@@ -348,10 +349,10 @@ describe("OnboardingWizard", () => {
     await waitForFrame("Connect Demo Broker");
     await emitKeypress({ name: "return", sequence: "\r" });
 
-    const frame = await waitForFrame("Sign up free");
-    expect(frame).toContain("Sign up free");
+    const frame = await waitForFrame("Connect free Cloud");
+    expect(frame).toContain("Connect free Cloud");
     expect(capturedConfig?.onboardingProgress).toMatchObject({
-      stage: "account",
+      stage: "research",
       path: "broker",
       tickerSymbol: "AAPL",
       brokerName: "Demo Broker",
@@ -511,9 +512,9 @@ describe("OnboardingWizard", () => {
       await testSetup!.renderOnce();
     });
 
-    await waitForFrame("Sign up free");
+    await waitForFrame("Connect free Cloud");
     expect((await tickerRepository.loadAllTickers()).map((ticker) => ticker.metadata.ticker).sort()).toEqual(["AAPL", "MSFT"]);
-    expect(capturedConfig?.onboardingProgress?.stage).toBe("account");
+    expect(capturedConfig?.onboardingProgress?.stage).toBe("research");
   });
 
   test("keeps Skip locked until broker onboarding finalization completes", async () => {
@@ -590,9 +591,34 @@ describe("OnboardingWizard", () => {
       await testSetup!.renderOnce();
     });
 
-    await waitForFrame("Sign up free");
+    await waitForFrame("Connect free Cloud");
     expect(completionCount).toBe(0);
-    expect(capturedConfig?.onboardingProgress?.stage).toBe("account");
+    expect(capturedConfig?.onboardingProgress?.stage).toBe("research");
+  });
+
+  test("waits for email verification before offering Pro", async () => {
+    tempDataDir = await mkdtemp(join(tmpdir(), "gloomberb-onboarding-verify-"));
+    const originalGetSession = apiClient.getSession;
+    let resolveSession!: (user: Awaited<ReturnType<typeof apiClient.getSession>>) => void;
+    apiClient.getSession = () => new Promise((resolve) => { resolveSession = resolve; });
+    try {
+      testSetup = await testRender(<WizardHarness config={{
+        ...createDefaultConfig(tempDataDir),
+        onboardingProgress: { version: 1, stage: "verify", accountStatus: "signed-in" },
+      }} pluginRegistry={createPluginRegistry()} />, { width: 100, height: 30 });
+      await testSetup.renderOnce();
+      expect(testSetup.captureCharFrame()).toContain("Check your email");
+      expect(capturedConfig?.onboardingProgress?.stage).toBe("verify");
+      apiClient.setSessionToken("verification-test-session");
+      apiClient.restoreCachedUser({ id: "verified-user", email: "research@example.com", emailVerified: true, plan: "free" });
+      await act(async () => {
+        resolveSession(apiClient.getCurrentUser());
+        await Bun.sleep(0);
+        await testSetup!.renderOnce();
+      });
+      await waitForFrame("Start 7-day free trial");
+      expect(capturedConfig?.onboardingProgress?.stage).toBe("upgrade");
+    } finally { apiClient.getSession = originalGetSession; }
   });
 
   test("loads the current Cloud price on the Pro step", async () => {

package/src/components/onboarding/onboarding-wizard.tsx

@@ -5,6 +5,8 @@ import {
   useRef,
   useState,
 } from "react";
+import { CloudVerificationPanel } from "../../plugins/builtin/cloud/verification-panel";
+import { recordResearchActivity } from "../../api-client/research-activity";
 import { apiClient, type CloudPricing } from "../../api-client";
 import type { AppBrokerImportRuntime } from "../../app/runtime/broker-import";
 import type { SyncBrokerInstanceResult } from "../../brokers/sync-broker-instance";
@@ -72,6 +74,7 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
   const stage = progress.stage;
   const [persistenceError, setPersistenceError] = useState<string | null>(null);
   const [isFinishing, setIsFinishing] = useState(false);
+  const researchOpenedRef = useRef<string | null>(null);
   const [pricing, setPricing] = useState<CloudPricing | null>(null);
 
   const [portfolioSub, setPortfolioSub] = useState<PortfolioSub>("choose");
@@ -92,7 +95,7 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
   const portfolioChoices = useMemo<ListViewItem[]>(() => [
     {
       id: "manual",
-      label: t("Create a manual portfolio"),
+      label: t("Research a company"),
       description: t("Add one company with the command bar"),
       detail: t("Recommended"),
     },
@@ -148,7 +151,7 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
 
   const account = useOnboardingAccount({
     nextStep: () => {
-      saveProgressInBackground({ stage: "upgrade", accountStatus: "signed-in" });
+      saveProgressInBackground({ stage: apiClient.getCurrentUser()?.emailVerified ? "upgrade" : "verify", accountStatus: "signed-in" });
     },
     setEditingField,
   });
@@ -163,7 +166,7 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
       ?? result.updatedTickers[0]?.metadata.ticker;
     const brokerName = brokerOptions.find((option) => option.id === selectedBrokerId)?.name;
     const nextConfig = withOnboardingProgress(syncedConfig, {
-      stage: tickerSymbol ? "account" : "add-ticker",
+      stage: tickerSymbol ? "research" : "add-ticker",
       path: "broker",
       portfolioId: tickerSymbol ? (result.portfolioIds[0] ?? "main") : "main",
       tickerSymbol,
@@ -248,7 +251,7 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
       const current = getOnboardingProgress(stateRef.current.config);
       if (current.stage !== "add-ticker" || portfolioId !== current.portfolioId) return;
       saveProgressInBackground({
-        stage: "account",
+        stage: "research",
         path: current.path,
         portfolioId,
         tickerSymbol: symbol,
@@ -256,6 +259,13 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
     },
   ), [pluginRegistry.events, saveProgressInBackground, stateRef]);
 
+  useEffect(() => {
+    if (stage !== "research" || !progress.tickerSymbol || researchOpenedRef.current === progress.tickerSymbol) return;
+    researchOpenedRef.current = progress.tickerSymbol;
+    pluginRegistry.navigateTicker(progress.tickerSymbol, { sourcePaneId: "ticker-detail:main" });
+    recordResearchActivity("ticker_saved");
+  }, [stage, progress.tickerSymbol, pluginRegistry]);
+
   useEffect(() => {
     if (stage !== "upgrade" || pricing) return;
     void apiClient.getCloudPricing().then(setPricing).catch(() => {});
@@ -439,7 +449,7 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
     // The QR panel owns enter (retry after a denial); approval advances itself.
     if (account.accountSub === "qr") return;
     if (account.accountSub === "signed-in") {
-      saveProgressInBackground({ stage: "upgrade", accountStatus: "signed-in" });
+      saveProgressInBackground({ stage: apiClient.getCurrentUser()?.emailVerified ? "upgrade" : "verify", accountStatus: "signed-in" });
       return;
     }
     if (account.accountSubmitError?.kind === "switch-to-login") {
@@ -584,6 +594,11 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
       }
       return;
     }
+    if (stage === "research" && enter) {
+      consume();
+      saveProgressInBackground({ stage: "account" });
+      return;
+    }
     if (stage === "account") {
       if (enter) {
         consume();
@@ -630,6 +645,26 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
     return null;
   }
 
+  if (stage === "research") {
+    return <OnboardingCoach step={t("YOUR FIRST RESEARCH WORKSPACE")}
+      title={tf("Explore {ticker}", { ticker: progress.tickerSymbol ?? "your company" })}
+      actions={<><OnboardingButton label="Keep exploring" variant="ghost" onPress={() => { void finish(); }} />
+        <OnboardingButton label="Connect free Cloud" variant="primary" onPress={() => saveProgressInBackground({ stage: "account" })} /></>}>
+      <Text fg={colors.textDim} wrapText>{t("Your company is saved. Explore the chart and financials now. Connect Cloud when you're ready for synced layouts, news and Pro research.")}</Text>
+    </OnboardingCoach>;
+  }
+
+  if (stage === "verify") {
+    return <OnboardingModal width={66} height={14}>
+      <OnboardingTitle step={t("CONNECT CLOUD")} title={t("Check your email")}
+        description={apiClient.getCurrentUser()?.email ?? account.accountEmail} />
+      <CloudVerificationPanel onVerified={() => {
+        void chatController.refreshSession();
+        saveProgressInBackground({ stage: "upgrade", accountStatus: "signed-in" });
+      }} onContinueFree={() => { void finish(); }} />
+    </OnboardingModal>;
+  }
+
   if (stage === "add-ticker") {
     return (
       <OnboardingCoach
@@ -664,7 +699,7 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
         <OnboardingTitle
           step={t("WELCOME")}
           title={t("Make Gloomberb yours")}
-          description={t("Build a real portfolio in the workspace, add one company you follow, then choose whether to connect Gloom Cloud.")}
+          description={t("Pick a company. Explore its chart and financials. Keep your workspace free, or add Pro research when you need it.")}
         />
         {persistenceError ? (
           <Text fg={colors.negative} wrapText style={desktop ? { marginTop: 10 } : undefined}>
@@ -673,7 +708,7 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
         ) : null}
         <OnboardingActions>
           <OnboardingButton
-            label="Start with my portfolio"
+            label="Research my first company"
             variant="primary"
             onPress={() => saveProgressInBackground({ stage: "portfolio" })}
           />
@@ -771,14 +806,14 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
       : account.accountSub === "login"
         ? t("Log in")
         : account.accountSub === "qr"
-          ? t("Scan with the Gloom app")
+          ? t("Continue in browser")
           : account.accountSub === "signed-in"
             ? t("Connected")
             : t("Sync across apps");
     const accountDescription = account.accountSub === "choose"
-      ? t("Adds quotes, financials, options, research, news, chat and AI commands.")
+      ? t("Sync your layouts. Search calls, news and filings.")
       : account.accountSub === "qr"
-        ? t("Open the Gloom app on your phone and approve this workspace.")
+        ? t("Open the sign-in link, or scan the code with your phone.")
         : account.accountSub === "signup"
         ? t("Create the free account now. Cloud features unlock after you verify your email.")
         : account.accountSub === "login"
@@ -791,7 +826,7 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
     // The QR grid is the tallest thing this wizard ever shows; DeviceSignInPanel
     // degrades to the code plus URL when the terminal cannot give it these rows.
     const accountModalHeight = account.accountSub === "choose"
-      ? 17
+      ? 21
       : account.accountSub === "qr"
         ? 32
         : account.accountSub === "signed-in"
@@ -887,7 +922,7 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
           ) : undefined}
           description={planAccess.hasProAccess
             ? t("This account already has real-time Cloud data.")
-            : t("Limited founding offer. Start a free 7-day trial.")}
+            : t("7 days free, then the price above. Card required. Cancel anytime.")}
         />
         <Box flexDirection="column" style={desktop ? { marginTop: 14, gap: 8 } : undefined}>
           <OnboardingFeature
@@ -899,8 +934,8 @@ export function OnboardingWizard({ pluginRegistry, importBrokerPositions, onComp
             description={t("Free: 12h delayed. Pro: real-time.")}
           />
           <OnboardingFeature
-            title={t("Pro research tools")}
-            description={t("More tools for company, market and portfolio research.")}
+            title={t("Earnings transcripts and instant search")}
+            description={t("Read calls. Search transcripts, news and filings. Ask Gloomberb AI coming soon.")}
           />
         </Box>
         {persistenceError ? (

package/src/data/config/store/index.test.ts

@@ -11,6 +11,7 @@ import {
   findPaneInstance,
 } from "../../../types/config";
 import { getDockedPaneIds } from "../../../plugins/pane-manager";
+import { EXTRACTED_PLUGINS, seedExtractedPlugins } from "../../../plugins/seed";
 
 const tempDirs: string[] = [];
 
@@ -48,6 +49,28 @@ async function writeConfigJson(dataDir: string, config: Record<string, unknown>)
   await writeFile(join(dataDir, "config.json"), JSON.stringify(config), "utf-8");
 }
 
+test("fresh installs skip plugin restoration across config reloads", async () => {
+  const dataDir = await createTempConfigDir();
+  const fresh = await loadConfig(dataDir);
+  await saveConfig(fresh);
+  const reloaded = await loadConfig(dataDir);
+  const installed: string[] = [];
+  await seedExtractedPlugins(reloaded, async (ref) => { installed.push(ref); }, dataDir);
+  expect(installed).toEqual([]);
+  expect(reloaded.seededPlugins).toEqual(EXTRACTED_PLUGINS.map((plugin) => plugin.id));
+});
+
+test("existing users retain pending and completed plugin migrations", async () => {
+  const dataDir = await createTempConfigDir();
+  await writeConfigJson(dataDir, createSavedConfig());
+  expect((await loadConfig(dataDir)).seededPlugins).toEqual([]);
+  await writeConfigJson(dataDir, createSavedConfig({ seededPlugins: ["substack", "substack", 42] }));
+  const loaded = await loadConfig(dataDir);
+  expect(loaded.seededPlugins).toEqual(["substack"]);
+  await saveConfig(loaded);
+  expect((await loadConfig(dataDir)).seededPlugins).toEqual(["substack"]);
+});
+
 describe("sanitizeLayout", () => {
   test("preserves an intentionally blank layout", () => {
     expect(sanitizeLayout({

package/src/data/config/store/node.ts

@@ -4,6 +4,7 @@ import { dirname, join } from "path";
 import type { AppConfig } from "../../../types/config";
 import { createDefaultConfig } from "../../../types/config";
 import { debugLog } from "../../../utils/debug-log";
+import { EXTRACTED_PLUGINS } from "../../../plugins/seed";
 import {
   normalizeConfigForSave,
   normalizeLoadedConfig,
@@ -54,7 +55,12 @@ async function loadConfigState(dataDir: string): Promise<{ config: AppConfig; ne
     const saved = JSON.parse(raw) as Record<string, unknown>;
     return normalizeLoadedConfig(saved, dataDir);
   } catch {
-    return { config: createDefaultConfig(dataDir), needsSave: true };
+    // Fresh installs have no former built-in plugins to restore. Record the
+    // current baseline so onboarding never waits for plugin network installs.
+    return {
+      config: { ...createDefaultConfig(dataDir), seededPlugins: EXTRACTED_PLUGINS.map((plugin) => plugin.id) },
+      needsSave: true,
+    };
   }
 }
 

package/src/data/config/store/normalize.ts

@@ -52,6 +52,7 @@ export function normalizeLoadedConfig(saved: Record<string, unknown>, dataDir: s
     activeLayoutIndex,
     brokerInstances: sanitizeBrokerInstances(candidate.brokerInstances),
     disabledPlugins,
+    seededPlugins: sanitizeUniqueStringList(candidate.seededPlugins),
     disabledSources: sanitizeUniqueStringList(candidate.disabledSources ?? defaults.disabledSources),
     pluginConfig: sanitizePluginConfig(candidate.pluginConfig),
     theme: typeof candidate.theme === "string" ? candidate.theme : defaults.theme,
@@ -108,6 +109,7 @@ export function normalizeConfigForSave(config: AppConfig): AppConfig {
     activeLayoutIndex,
     brokerInstances: sanitizeBrokerInstances(config.brokerInstances),
     disabledPlugins: sanitizeUniqueStringList(config.disabledPlugins),
+    seededPlugins: sanitizeUniqueStringList(config.seededPlugins),
     disabledSources: sanitizeUniqueStringList(config.disabledSources),
     pluginConfig: sanitizePluginConfig(config.pluginConfig),
     chartPreferences: sanitizeChartPreferences(config.chartPreferences, defaults.chartPreferences),
@@ -130,6 +132,8 @@ const ONBOARDING_STAGES = new Set<OnboardingProgress["stage"]>([
   "welcome",
   "portfolio",
   "add-ticker",
+  "research",
+  "verify",
   "account",
   "upgrade",
   "ready",

package/src/news/types.ts

@@ -38,6 +38,7 @@ export interface NewsArticle {
   scores: NewsScores;
   isBreaking: boolean;
   isDeveloping: boolean;
+  sourceCount?: number;
   items?: NewsStoryItem[];
 
   // Compatibility aliases for RSS/Yahoo panes and existing table columns.

package/src/plugins/builtin/cds/client.test.ts

@@ -41,6 +41,26 @@ describe("loadCdsActivity", () => {
     expect(activity.issuer).toBe("Oracle Corporation");
   });
 
+  test("prefers the primary US common stock when exchanges reuse a ticker", async () => {
+    const cedear = {
+      ...result("ORCL", "Oracle Corp. - CEDEAR"),
+      exchange: "BYMA",
+      primaryExchange: "BYMA",
+      type: "Depositary Receipt",
+      currency: "ARS",
+    };
+    const primary = {
+      ...result("ORCL", "Oracle Corporation"),
+      currency: "USD",
+      primaryExchange: "NYSE",
+    };
+    const calls = spy([cedear, primary]);
+
+    await loadCdsActivity("ORCL", calls.fetchCds, calls.searchInstruments);
+
+    expect(calls.requested).toEqual(["Oracle Corporation"]);
+  });
+
   test("falls back to the first result when no symbol matches exactly", async () => {
     const calls = spy([result("AVGO", "Broadcom Inc."), result("AVGOP", "Broadcom Preferred")]);
 

package/src/plugins/builtin/cds/client.ts

@@ -16,14 +16,23 @@ export interface CdsActivity {
 
 export type CdsActivityLoader = (issuer: string | null) => Promise<CdsActivity>;
 
-type CdsFetch = (params: { issuer?: string; days?: number; limit?: number }) => Promise<CloudCdsResponse>;
-type InstrumentSearch = (query: string, limit?: number) => Promise<InstrumentSearchResult[]>;
+export type CdsFetch = (params: { issuer?: string; days?: number; limit?: number }) => Promise<CloudCdsResponse>;
+export type InstrumentSearch = (query: string, limit?: number) => Promise<InstrumentSearchResult[]>;
 
 /**
  * A bare ticker with normal symbol punctuation and no spaces. Anything longer or
  * containing a space is already a company name and is sent to the backend as-is.
  */
 const TICKER_LIKE = /^[A-Za-z0-9][A-Za-z0-9.^:-]{0,11}$/;
+const US_PRIMARY_EXCHANGES = new Set(["AMEX", "NASDAQ", "NYSE", "NYSEAMERICAN", "NYSEARCA"]);
+
+function isPrimaryUsCommonStock(result: InstrumentSearchResult): boolean {
+  const exchange = (result.primaryExchange || result.exchange).toUpperCase().replace(/[^A-Z]/g, "");
+  const type = result.type.toLowerCase();
+  return result.currency === "USD"
+    && US_PRIMARY_EXCHANGES.has(exchange)
+    && (type === "stk" || type === "equity" || type.includes("common stock"));
+}
 
 /**
  * The backend matches DTCC issuer names, so a ticker has to become a company
@@ -40,7 +49,8 @@ export async function resolveIssuerName(
   try {
     const results = await searchInstruments(issuer);
     const symbol = issuer.toUpperCase();
-    const match = results.find((result) => result.symbol.toUpperCase() === symbol) ?? results[0];
+    const exactMatches = results.filter((result) => result.symbol.toUpperCase() === symbol);
+    const match = exactMatches.find(isPrimaryUsCommonStock) ?? exactMatches[0] ?? results[0];
     return match?.name?.trim() || issuer;
   } catch {
     return issuer;

package/src/plugins/builtin/cds/headless.test.ts

@@ -0,0 +1,30 @@
+import { describe, expect, test } from "bun:test";
+import type { HeadlessPaneContext, HeadlessPaneLoadArgs } from "../../../types/plugin";
+import { createCdsHeadless } from "./headless";
+import type { CdsActivity } from "./client";
+
+const activity: CdsActivity = {
+  source: "DTCC",
+  asOf: "2026-09-04T12:00:00Z",
+  issuer: "Oracle Corporation",
+  trades: [{
+    id: "1", issuer: "Oracle Corporation", issuerKey: "oracle", eventAt: 100,
+    maturity: "2031-06-20", notional: 5_000_000, notionalCapped: false,
+    currency: "USD", couponBp: 100, spreadBp: 45, upfront: null, upfrontCurrency: null,
+  }],
+};
+
+function args(argument: string | null): HeadlessPaneLoadArgs {
+  return { rawArgument: argument ?? "", argument, symbols: argument ? [argument] : [], options: {} };
+}
+
+describe("CDS headless model", () => {
+  test("switches from issuer summaries to trade rows for a ticker argument", async () => {
+    const headless = createCdsHeadless({ load: async () => activity });
+    const market = await headless.load(args(null), {} as HeadlessPaneContext);
+    const ticker = await headless.load(args("ORCL"), {} as HeadlessPaneContext);
+
+    expect(market.rows).toEqual([expect.objectContaining({ issuer: "Oracle Corporation", trades: 1 })]);
+    expect(ticker.rows).toEqual([expect.objectContaining({ id: "1", spreadBp: 45 })]);
+  });
+});

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

@@ -0,0 +1,113 @@
+import type {
+  HeadlessPaneDefinition,
+  HeadlessPaneLoadArgs,
+  HeadlessRowsResult,
+} from "../../../types/plugin";
+import {
+  loadCdsActivity,
+  type CdsActivity,
+  type CdsFetch,
+  type InstrumentSearch,
+} from "./client";
+import {
+  DEFAULT_ISSUER_SORT,
+  DEFAULT_TRADE_SORT,
+  formatBp,
+  formatEventTime,
+  formatNotional,
+  formatUpfront,
+  sortIssuers,
+  sortTrades,
+  summarizeIssuers,
+  type CdsTrade,
+} from "./model";
+
+const ISSUER_COLUMNS = [
+  { key: "issuer", header: "Issuer" },
+  { key: "trades", header: "Trades", align: "right" as const },
+  { key: "lastTradeAt", header: "Last UTC", format: (value: unknown) => formatEventTime(Number(value)) },
+  { key: "latestSpreadBp", header: "Spread", align: "right" as const, format: (value: unknown) => formatBp(value as number | null) },
+];
+
+function tradeForFormatting(row: Record<string, unknown>): CdsTrade {
+  return row as unknown as CdsTrade;
+}
+
+const TRADE_COLUMNS = [
+  { key: "eventAt", header: "Time UTC", format: (value: unknown) => formatEventTime(Number(value)) },
+  { key: "issuer", header: "Issuer" },
+  { key: "maturity", header: "Maturity" },
+  {
+    key: "notional",
+    header: "Notional",
+    align: "right" as const,
+    format: (_value: unknown, row: Record<string, unknown>) => formatNotional(tradeForFormatting(row)),
+  },
+  { key: "currency", header: "CCY" },
+  { key: "couponBp", header: "Coupon", align: "right" as const, format: (value: unknown) => formatBp(value as number | null) },
+  { key: "spreadBp", header: "Spread", align: "right" as const, format: (value: unknown) => formatBp(value as number | null) },
+  {
+    key: "upfront",
+    header: "Upfront",
+    align: "right" as const,
+    format: (_value: unknown, row: Record<string, unknown>) => formatUpfront(tradeForFormatting(row)),
+  },
+];
+
+export function projectCdsHeadless(activity: CdsActivity, issuer: string | null): HeadlessRowsResult {
+  if (issuer) {
+    return {
+      columns: TRADE_COLUMNS,
+      rows: sortTrades(activity.trades, DEFAULT_TRADE_SORT).map((trade) => ({ ...trade })),
+      metadata: { source: activity.source, asOf: activity.asOf, issuer: activity.issuer },
+    };
+  }
+  return {
+    columns: ISSUER_COLUMNS,
+    rows: sortIssuers(summarizeIssuers(activity.trades), DEFAULT_ISSUER_SORT).map((issuerRow) => ({ ...issuerRow })),
+    metadata: { source: activity.source, asOf: activity.asOf, issuer: null },
+  };
+}
+
+export interface CdsHeadlessDependencies {
+  load(
+    args: HeadlessPaneLoadArgs,
+    issuer: string | null,
+    fetchCds: CdsFetch,
+    searchInstruments: InstrumentSearch,
+  ): Promise<CdsActivity>;
+}
+
+const defaultDependencies: CdsHeadlessDependencies = {
+  load: (_args, issuer, fetchCds, searchInstruments) => (
+    loadCdsActivity(issuer, fetchCds, searchInstruments)
+  ),
+};
+
+export function createCdsHeadless(
+  dependencies: CdsHeadlessDependencies = defaultDependencies,
+): HeadlessPaneDefinition<"rows"> {
+  return {
+    shape: "rows",
+    argument: {
+      kind: "free-text",
+      placeholder: "ticker or issuer",
+      description: "Optional ticker or issuer. Omit for the most-active issuer view.",
+      optional: true,
+    },
+    options: [],
+    describe: (args) => typeof args.argument === "string" ? `CDS | ${args.argument}` : "Single-Name CDS",
+    async load(args, ctx) {
+      const issuer = typeof args.argument === "string" ? args.argument : null;
+      const activity = await dependencies.load(
+        args,
+        issuer,
+        (params) => ctx.apiClient.getCloudCds(params),
+        (query, limit) => ctx.apiClient.searchInstruments(query, limit),
+      );
+      return projectCdsHeadless(activity, issuer);
+    },
+  };
+}
+
+export const cdsHeadless = createCdsHeadless();

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

@@ -2,6 +2,9 @@ import type { PaneTemplateCreateOptions } from "../../../types/plugin";
 import type { PluginModule } from "../plugin-module";
 import { CDS_PANE_ID } from "./model";
 import { CdsPane } from "./pane";
+import { cdsHeadless } from "./headless";
+
+export { cdsHeadless } from "./headless";
 
 /** Only an explicit argument binds a ticker; bare `CDS` stays market-wide. */
 function explicitSymbol(options?: PaneTemplateCreateOptions): string | null {
@@ -26,6 +29,7 @@ export const cdsModule: PluginModule = {
     description: "Single-name corporate CDS trade activity from DTCC public dissemination.",
     keywords: ["cds", "credit", "default", "swap", "single name", "issuer", "dtcc", "protection"],
     shortcut: { prefix: "CDS", argPlaceholder: "ticker", argKind: "ticker", argOptional: true },
+    headless: cdsHeadless,
     createInstance: (_context, options) => {
       const symbol = explicitSymbol(options);
       return symbol

package/src/plugins/builtin/chart-composer/cli-options.ts

@@ -45,7 +45,10 @@ export function applyChartComposerCapabilityOptions(
   options: NormalizedPaneFunctionOptions,
 ): ChartSpec {
   let next = spec;
-  const range = chartRange(options);
+  const selectedRange = chartRange(options);
+  const range = capabilityId === "intraday-price-chart" && typeof options.session === "string"
+    ? "1D"
+    : selectedRange;
   const resolution = chartResolution(options);
   if (range || resolution) {
     next = {

package/src/plugins/builtin/chart-composer/index.tsx

@@ -279,7 +279,7 @@ const chartComposerTemplates: PaneTemplateDef[] = [
     id: "graph-intraday-price-pane",
     prefix: "GIP",
     label: "Intraday Price Graph",
-    description: "Open a one-minute intraday price chart.",
+    description: "Open an intraday price chart for one or five sessions.",
     argKind: "ticker",
     minimumSymbols: 1,
     build: (symbols) => buildIntradayPriceChartPreset(symbols[0]!),