gloomberb 0.13.2 → 0.14.0

package/src/plugins/builtin/congress-trades/footer.ts

@@ -16,10 +16,13 @@ export function useCongressTradesFooter({
   detailMode,
   detailTrade,
   error,
+  loadPreviousYear,
+  notice,
   openSelectedTicker,
   openSelectedTradeMember,
   openSelectedTradeSource,
   payload,
+  previousYear,
   selectedTrade,
   status,
 }: {
@@ -27,10 +30,14 @@ export function useCongressTradesFooter({
   detailMode: DetailMode;
   detailTrade: CloudCongressTradePayload | null;
   error: string | null;
+  loadPreviousYear: (() => void) | null;
+  /** Set when the window came back incomplete, so the gap is visible. */
+  notice: string | null;
   openSelectedTicker: () => void;
   openSelectedTradeMember: () => void;
   openSelectedTradeSource: () => void;
   payload: CloudCongressHousePayload | null;
+  previousYear: number | null;
   selectedTrade: CloudCongressTradePayload | null;
   status: LoadStatus;
 }) {
@@ -40,24 +47,33 @@ export function useCongressTradesFooter({
         { id: "asof", parts: [{ text: `updated ${formatTimeAgo(payload.asOf)}`, tone: "muted" as const }] },
       ] : []),
       ...(status === "loading" ? [{ id: "loading", parts: [{ text: "loading", tone: "muted" as const }] }] : []),
+      ...(notice ? [{ id: "scan", parts: [{ text: notice, tone: "muted" as const }] }] : []),
       ...(error ? [{ id: "error", parts: [{ text: error, tone: "warning" as const }] }] : []),
     ],
-    hints: detailMode?.kind !== "member" && activeTab === "trades" && (detailTrade ?? selectedTrade)
-      ? [
-          { id: "member", key: "m", label: "ember", onPress: openSelectedTradeMember },
-          { id: "ticker", key: "t", label: "icker", onPress: openSelectedTicker, disabled: !(detailTrade?.ticker ?? selectedTrade?.ticker) },
-          { id: "open", key: "o", label: "pen", onPress: openSelectedTradeSource, disabled: !(detailTrade ?? selectedTrade)?.sourceUrl },
-        ]
-      : [],
+    hints: [
+      ...(detailMode?.kind !== "member" && activeTab === "trades" && (detailTrade ?? selectedTrade)
+        ? [
+            { id: "member", key: "m", label: "ember", onPress: openSelectedTradeMember },
+            { id: "ticker", key: "t", label: "icker", onPress: openSelectedTicker, disabled: !(detailTrade?.ticker ?? selectedTrade?.ticker) },
+            { id: "open", key: "o", label: "pen", onPress: openSelectedTradeSource, disabled: !(detailTrade ?? selectedTrade)?.sourceUrl },
+          ]
+        : []),
+      ...(!detailMode && loadPreviousYear && previousYear
+        ? [{ id: "prev-year", key: "p", label: `rev year ${previousYear}`, onPress: loadPreviousYear }]
+        : []),
+    ],
   }), [
     activeTab,
     detailMode,
     detailTrade,
     error,
+    loadPreviousYear,
+    notice,
     openSelectedTicker,
     openSelectedTradeMember,
     openSelectedTradeSource,
     payload,
+    previousYear,
     selectedTrade,
     status,
   ]);

package/src/plugins/builtin/congress-trades/keyboard.ts

@@ -9,6 +9,7 @@ export function useCongressTradesKeyboard({
   detailMode,
   focused,
   load,
+  loadPreviousYear,
   openSelectedTicker,
   openSelectedTradeMember,
   openSelectedTradeSource,
@@ -18,6 +19,8 @@ export function useCongressTradesKeyboard({
   detailMode: DetailMode;
   focused: boolean;
   load: (refresh?: boolean) => void;
+  /** Null once there is no earlier year left to ask for. */
+  loadPreviousYear: (() => void) | null;
   openSelectedTicker: () => void;
   openSelectedTradeMember: () => void;
   openSelectedTradeSource: () => void;
@@ -55,6 +58,12 @@ export function useCongressTradesKeyboard({
       load(true);
       return true;
     }
+    if (loadPreviousYear && isPlainKey(event, "p")) {
+      event.preventDefault?.();
+      event.stopPropagation?.();
+      loadPreviousYear();
+      return true;
+    }
     if (activeTab === "trades" && isPlainKey(event, "t")) {
       event.preventDefault?.();
       event.stopPropagation?.();
@@ -74,7 +83,7 @@ export function useCongressTradesKeyboard({
       return true;
     }
     return false;
-  }, [activeTab, load, openSelectedTicker, openSelectedTradeMember, openSelectedTradeSource]);
+  }, [activeTab, load, loadPreviousYear, openSelectedTicker, openSelectedTradeMember, openSelectedTradeSource]);
 
   useShortcut((event) => {
     if (!focused || detailMode || event.targetEditable) return;

package/src/plugins/builtin/congress-trades/model.test.ts

@@ -1,6 +1,13 @@
 import { describe, expect, test } from "bun:test";
 import type { CloudCongressHousePayload } from "../../../api-client";
-import { canLoadMoreCongress, congressPageAfterEmpty, mergeCongressPages, nextCongressPage } from "./model";
+import {
+  canLoadMoreCongress,
+  congressPageAfterEmpty,
+  congressScanNotice,
+  mergeCongressPages,
+  nextCongressPage,
+  previousCongressYearPage,
+} from "./model";
 
 function payload(overrides: Partial<CloudCongressHousePayload> = {}): CloudCongressHousePayload {
   return {
@@ -23,7 +30,7 @@ function payload(overrides: Partial<CloudCongressHousePayload> = {}): CloudCongr
 }
 
 describe("congress paging", () => {
-  test("walks remaining trades, then more filings, then the previous year", () => {
+  test("walks remaining trades, then more filings, then stops", () => {
     expect(nextCongressPage(payload({ hasMore: true, nextOffset: 40 }))).toEqual({
       year: 2026,
       offset: 40,
@@ -34,11 +41,6 @@ describe("congress paging", () => {
       offset: 0,
       filingOffset: 20,
     });
-    expect(nextCongressPage(payload({ hasMore: false, hasMoreFilings: false, year: 2026 }))).toEqual({
-      year: 2025,
-      offset: 0,
-      filingOffset: 0,
-    });
     expect(nextCongressPage(payload({
       hasMore: false,
       hasMoreFilings: undefined,
@@ -50,17 +52,34 @@ describe("congress paging", () => {
       offset: 0,
       filingOffset: 20,
     });
-    expect(canLoadMoreCongress(payload({ hasMore: false, hasMoreFilings: false, year: 2008 }))).toBe(false);
+  });
+
+  test("never crosses into an earlier year on its own", () => {
+    // Each earlier year is a fresh set of source documents to read.
+    expect(nextCongressPage(payload({ hasMore: false, hasMoreFilings: false }))).toBeNull();
+    expect(canLoadMoreCongress(payload({ hasMore: false, hasMoreFilings: false }))).toBe(false);
     expect(nextCongressPage(congressPageAfterEmpty(payload({
       hasMore: true,
-      year: 2026,
       filingsScanned: 20,
       filingCount: 80,
-    })))).toEqual({
+    })))).toBeNull();
+  });
+
+  test("offers the earlier year only when asked, and only back to 2008", () => {
+    expect(previousCongressYearPage(payload({ year: 2026 }))).toEqual({
       year: 2025,
       offset: 0,
       filingOffset: 0,
     });
+    expect(previousCongressYearPage(payload({ year: 2008 }))).toBeNull();
+  });
+
+  test("names the filings missing from an incomplete window", () => {
+    expect(congressScanNotice(payload())).toBeNull();
+    expect(congressScanNotice(payload({ filingsFailed: 2 }))).toBe("2 filings unavailable");
+    expect(congressScanNotice(payload({ filingsFailed: 1, filingsPending: 3 }))).toBe(
+      "4 filings not read yet, retrying later",
+    );
   });
 
   test("appends unique trades and members from the next page", () => {

package/src/plugins/builtin/congress-trades/model.ts

@@ -14,6 +14,7 @@ export const CONGRESS_TRADE_LIMIT = 200;
 export const CONGRESS_FILING_LIMIT = 60;
 export const CONGRESS_MEMBER_TRADE_LIMIT = 2000;
 export const CONGRESS_MEMBER_FILING_LIMIT = 500;
+export const CONGRESS_EARLIEST_YEAR = 2008;
 
 export type CongressTab = "trades" | "members";
 export type LoadStatus = "idle" | "loading" | "loaded" | "error";
@@ -263,6 +264,13 @@ export function canLoadMoreCongress(payload: CloudCongressHousePayload): boolean
   return nextCongressPage(payload) != null;
 }
 
+/**
+ * The next page a scroll may load on its own.
+ *
+ * Paging stops at the year boundary: each new filing window is a source read,
+ * so crossing into an earlier year is an explicit request, never the result of
+ * someone scrolling past the end of the table.
+ */
 export function nextCongressPage(payload: CloudCongressHousePayload): CloudCongressHouseParams | null {
   if (payload.hasMore) {
     return {
@@ -278,9 +286,26 @@ export function nextCongressPage(payload: CloudCongressHousePayload): CloudCongr
       filingOffset: payload.nextFilingOffset ?? congressFilingOffset(payload) + payload.filingsScanned,
     };
   }
-  if (payload.year > 2008) {
-    return { year: payload.year - 1, offset: 0, filingOffset: 0 };
-  }
+  return null;
+}
+
+/** The first page of the year before this one, for an explicit "earlier year". */
+export function previousCongressYearPage(
+  payload: CloudCongressHousePayload,
+): CloudCongressHouseParams | null {
+  if (payload.year <= CONGRESS_EARLIEST_YEAR) return null;
+  return { year: payload.year - 1, offset: 0, filingOffset: 0 };
+}
+
+/**
+ * What the pane says when a window came back incomplete. Filings the source
+ * could not give us are named rather than silently missing from the table.
+ */
+export function congressScanNotice(payload: CloudCongressHousePayload): string | null {
+  const pending = payload.filingsPending ?? 0;
+  const failed = payload.filingsFailed ?? 0;
+  if (pending > 0) return `${pending + failed} filings not read yet, retrying later`;
+  if (failed > 0) return `${failed} filings unavailable`;
   return null;
 }
 

package/src/plugins/builtin/congress-trades/pane.tsx

@@ -25,7 +25,9 @@ import {
   nextCongressPage,
   buildMemberColumns,
   buildTradeColumns,
+  congressScanNotice,
   nextSort,
+  previousCongressYearPage,
   selectedIndexById,
   sortedMembers,
   sortedTrades,
@@ -97,14 +99,12 @@ export function CongressTradesPane({ focused, width, height }: PaneProps) {
       });
   }, []);
 
-  const loadMore = useCallback(() => {
-    if (!payload || loadingMore || status !== "loaded") return;
-    const nextRequest = nextCongressPage(payload);
-    if (!nextRequest) return;
+  const loadPage = useCallback((request: ReturnType<typeof nextCongressPage>) => {
+    if (!request || !payload) return;
     const gen = fetchGenRef.current;
     setLoadingMore(true);
     loadCongressHouse({
-      ...nextRequest,
+      ...request,
       limit: CONGRESS_TRADE_LIMIT,
       filingLimit: CONGRESS_FILING_LIMIT,
     })
@@ -126,7 +126,21 @@ export function CongressTradesPane({ focused, width, height }: PaneProps) {
         if (fetchGenRef.current !== gen) return;
         setLoadingMore(false);
       });
-  }, [loadingMore, payload, status]);
+  }, [payload]);
+
+  const loadMore = useCallback(() => {
+    if (!payload || loadingMore || status !== "loaded") return;
+    loadPage(nextCongressPage(payload));
+  }, [loadPage, loadingMore, payload, status]);
+
+  // Each earlier year is a fresh set of documents to read, so it waits to be asked for.
+  const previousYearRequest = payload && !canLoadMoreCongress(payload)
+    ? previousCongressYearPage(payload)
+    : null;
+  const loadPreviousYear = useCallback(() => {
+    if (loadingMore || status !== "loaded" || !previousYearRequest) return;
+    loadPage(previousYearRequest);
+  }, [loadPage, loadingMore, previousYearRequest, status]);
 
   const onTradeScroll = useTableLoadMore(
     tradeScrollRef,
@@ -226,6 +240,7 @@ export function CongressTradesPane({ focused, width, height }: PaneProps) {
     detailMode,
     focused,
     load,
+    loadPreviousYear: previousYearRequest ? loadPreviousYear : null,
     openSelectedTicker,
     openSelectedTradeMember,
     openSelectedTradeSource,
@@ -237,10 +252,13 @@ export function CongressTradesPane({ focused, width, height }: PaneProps) {
     detailMode,
     detailTrade,
     error,
+    loadPreviousYear: previousYearRequest ? loadPreviousYear : null,
+    notice: payload ? congressScanNotice(payload) : null,
     openSelectedTicker,
     openSelectedTradeMember,
     openSelectedTradeSource,
     payload,
+    previousYear: previousYearRequest?.year ?? null,
     selectedTrade,
     status,
   });

package/src/plugins/builtin/congress-trades/table.tsx

@@ -47,7 +47,6 @@ export function renderCongressTradeCell(
             symbols={[trade.ticker]}
             width={column.width}
             fallbackColor={selectedColor ?? colors.positive}
-            liveQuote={false}
           />
         ) : undefined,
         color: selectedColor ?? (trade.ticker ? colors.positive : colors.textDim),

package/src/plugins/builtin/connections/pane.test.tsx

@@ -3,12 +3,12 @@ import { act } from "react";
 import { PaneFooterBar, PaneFooterProvider } from "../../../components/layout/pane/footer";
 import { ConnectionHealthRegistry } from "../../../core/connection-health";
 import { testRender } from "../../../renderers/opentui/test-utils";
-import { AppContext, PaneInstanceProvider, createInitialState } from "../../../state/app/context";
+import { createInitialState } from "../../../state/app/context";
 import { createTestPluginRuntime } from "../../../test-support/plugin-runtime";
 import { createDefaultConfig } from "../../../types/config";
 import { Box } from "../../../ui";
-import { PluginRenderProvider } from "../../runtime";
 import { ConnectionsPane } from "./pane";
+import { TestPaneProvider } from "../../../test-support/pane";
 
 let testSetup: Awaited<ReturnType<typeof testRender>> | undefined;
 
@@ -26,20 +26,16 @@ function harness() {
   const state = createInitialState(createDefaultConfig("/tmp/gloomberb-connections-pane-test"));
 
   return (
-    <AppContext value={{ state, dispatch: () => {} }}>
-      <PaneInstanceProvider paneId="connections:test">
-        <PluginRenderProvider pluginId="application" runtime={runtime}>
-          <PaneFooterProvider>
-            {(footer) => (
-              <Box flexDirection="column" width={80} height={12}>
-                <ConnectionsPane paneId="connections:test" paneType="connections" focused width={80} height={11} />
-                <PaneFooterBar footer={footer} focused width={80} />
-              </Box>
-            )}
-          </PaneFooterProvider>
-        </PluginRenderProvider>
-      </PaneInstanceProvider>
-    </AppContext>
+    <TestPaneProvider state={state} paneId="connections:test" pluginId="application" runtime={runtime}>
+      <PaneFooterProvider>
+        {(footer) => (
+          <Box flexDirection="column" width={80} height={12}>
+            <ConnectionsPane paneId="connections:test" paneType="connections" focused width={80} height={11} />
+            <PaneFooterBar footer={footer} focused width={80} />
+          </Box>
+        )}
+      </PaneFooterProvider>
+    </TestPaneProvider>
   );
 }
 

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

@@ -1,22 +1,19 @@
 import { useCallback, useEffect, useMemo, useState } from "react";
-import { Box, ScrollBox, Text, TextAttributes } from "../../../ui";
 import {
-  DataTableStackView,
-  Spinner,
-  type DataTableCell,
-  type DataTableColumn,
-  usePaneFooter,
+  DataTableStackView, KeyValueRow, Spinner, usePaneFooter, type DataTableCell,
+  type DataTableColumn
 } from "../../../components";
-import { useConnectionHealth } from "../../runtime";
-import { useShortcut } from "../../../react/input";
-import type { PaneProps } from "../../../types/plugin";
 import type {
   ConnectionHealthState,
   ConnectionHealthStatus,
 } from "../../../core/connection-health";
+import { useShortcut } from "../../../react/input";
 import { colors } from "../../../theme/colors";
-import { formatRelativeAge } from "../../../utils/relative-time";
+import type { PaneProps } from "../../../types/plugin";
+import { Box, ScrollBox, Text, TextAttributes } from "../../../ui";
 import { truncateToDisplayWidth } from "../../../utils/format";
+import { formatRelativeAge } from "../../../utils/relative-time";
+import { useConnectionHealth } from "../../runtime";
 
 interface ConnectionColumn extends DataTableColumn {
   id: "service" | "status" | "request" | "latency" | "last";
@@ -68,42 +65,33 @@ function columnsForWidth(width: number): ConnectionColumn[] {
   ];
 }
 
-function DetailLine({ label, value, color = colors.text }: { label: string; value: string; color?: string }) {
-  return (
-    <Box height={1} flexDirection="row">
-      <Box width={16}><Text fg={colors.textDim}>{label}</Text></Box>
-      <Text fg={color}>{value}</Text>
-    </Box>
-  );
-}
-
 function ConnectionDetail({ source, width, now }: { source: ConnectionHealthState; width: number; now: number }) {
   const lineWidth = Math.max(24, width - 2);
   return (
     <ScrollBox scrollY focusable={false} flexGrow={1} paddingX={1}>
       <Box flexDirection="column" width={lineWidth}>
-        <DetailLine label="Status" value={statusLabel(source.status)} color={statusColor(source.status)} />
-        <DetailLine label="Type" value={source.kind} color={colors.textDim} />
-        {source.ownerId ? <DetailLine label="Owner" value={source.ownerId} color={colors.textDim} /> : null}
-        {source.socketState ? <DetailLine label="Socket" value={source.socketState} color={statusColor(source.status)} /> : null}
+        <KeyValueRow labelWidth={16} emphasis={false} label="Status" value={statusLabel(source.status)} color={statusColor(source.status)} />
+        <KeyValueRow labelWidth={16} emphasis={false} label="Type" value={source.kind} color={colors.textDim} />
+        {source.ownerId ? <KeyValueRow labelWidth={16} emphasis={false} label="Owner" value={source.ownerId} color={colors.textDim} /> : null}
+        {source.socketState ? <KeyValueRow labelWidth={16} emphasis={false} label="Socket" value={source.socketState} color={statusColor(source.status)} /> : null}
         {source.lastTransitionAt ? (
-          <DetailLine label="Transition" value={formatRelativeAge(source.lastTransitionAt, now)} color={colors.textMuted} />
+          <KeyValueRow labelWidth={16} emphasis={false} label="Transition" value={formatRelativeAge(source.lastTransitionAt, now)} color={colors.textMuted} />
         ) : null}
-        <DetailLine label="Last request" value={source.lastRequestAt ? formatRelativeAge(source.lastRequestAt, now) : "never"} color={colors.textMuted} />
-        <DetailLine label="Operation" value={source.lastOperation ?? "-"} color={colors.textDim} />
-        <DetailLine label="Latency" value={formatLatency(source.lastLatencyMs)} color={colors.textMuted} />
+        <KeyValueRow labelWidth={16} emphasis={false} label="Last request" value={source.lastRequestAt ? formatRelativeAge(source.lastRequestAt, now) : "never"} color={colors.textMuted} />
+        <KeyValueRow labelWidth={16} emphasis={false} label="Operation" value={source.lastOperation ?? "-"} color={colors.textDim} />
+        <KeyValueRow labelWidth={16} emphasis={false} label="Latency" value={formatLatency(source.lastLatencyMs)} color={colors.textMuted} />
         {source.currentDetail ? (
-          <DetailLine label="Detail" value={truncateToDisplayWidth(source.currentDetail, Math.max(8, lineWidth - 16))} color={source.status === "error" ? colors.negative : colors.textDim} />
+          <KeyValueRow labelWidth={16} emphasis={false} label="Detail" value={truncateToDisplayWidth(source.currentDetail, Math.max(8, lineWidth - 16))} color={source.status === "error" ? colors.negative : colors.textDim} />
         ) : null}
         {source.lastSuccess ? (
-          <DetailLine
+          <KeyValueRow labelWidth={16} emphasis={false}
             label="Last success"
             value={`${formatRelativeAge(source.lastSuccess.at, now)} · ${formatLatency(source.lastSuccess.latencyMs)} · ${source.lastSuccess.operation}`}
             color={colors.positive}
           />
         ) : null}
         {source.lastError ? (
-          <DetailLine
+          <KeyValueRow labelWidth={16} emphasis={false}
             label="Last error"
             value={`${formatRelativeAge(source.lastError.at, now)} · ${source.lastError.error ?? source.lastError.operation}`}
             color={colors.negative}

package/src/plugins/builtin/correlation/compute.test.ts

@@ -1,12 +1,44 @@
 import { describe, expect, test } from "bun:test";
 import {
-  alignDatedReturns,
-  computeDatedReturns,
   computeReturns,
-  correlateDatedReturns,
+  correlateDailyCloses,
+  dailyCloses,
   pearsonCorrelation,
 } from "./compute";
 
+describe("cross-market return alignment", () => {
+  test("uses matching return intervals across weekends, exchange holidays, and missing sessions", () => {
+    const history = (dates: string[], closes: number[]) => dates.map((date, i) => ({ date: new Date(date), close: closes[i]! }));
+    const equity = history(
+      ["2026-01-02", "2026-01-05", "2026-01-06", "2026-01-07", "2026-01-09", "2026-01-12"],
+      [100, 110, 105, 115, 111, 118],
+    );
+    const crypto = [...history(
+      ["2026-01-02", "2026-01-05", "2026-01-06", "2026-01-07", "2026-01-09", "2026-01-12"],
+      [200, 220, 210, 230, 222, 236],
+    ), ...history(["2026-01-04", "2026-01-08", "2026-01-11"], [250, 190, 270])];
+
+    // Both assets have identical moves between shared closes. Weekend-only
+    // prices must not change the intervals used for either side.
+    expect(correlateDailyCloses(dailyCloses(equity), dailyCloses(crypto))).toEqual({ correlation: 1, sampleSize: 5 });
+    expect(correlateDailyCloses(dailyCloses(crypto), dailyCloses(equity))).toEqual({ correlation: 1, sampleSize: 5 });
+  });
+
+  test("uses the final valid observation for a date without inventing intraday daily returns", () => {
+    expect(dailyCloses([
+      { date: new Date("2026-01-03T22:00:00Z"), close: 121 },
+      { date: new Date("2026-01-02T20:00:00Z"), close: 105 },
+      { date: new Date("2026-01-01"), close: 100 },
+      { date: new Date("2026-01-02T22:00:00Z"), close: 110 },
+      { date: new Date("2026-01-02T23:00:00Z"), close: Number.NaN },
+    ])).toEqual([
+      { dateKey: "2026-01-01", close: 100 },
+      { dateKey: "2026-01-02", close: 110 },
+      { dateKey: "2026-01-03", close: 121 },
+    ]);
+  });
+});
+
 describe("computeReturns", () => {
   test("computes simple returns", () => {
     const returns = computeReturns([100, 110, 105, 115]);
@@ -21,54 +53,6 @@ describe("computeReturns", () => {
   });
 });
 
-describe("computeDatedReturns", () => {
-  test("keys returns by the current close date", () => {
-    const returns = computeDatedReturns([
-      { date: new Date("2024-01-01T00:00:00Z"), close: 100 },
-      { date: new Date("2024-01-02T00:00:00Z"), close: 110 },
-      { date: new Date("2024-01-03T00:00:00Z"), close: 121 },
-    ]);
-
-    expect(returns).toEqual([
-      { dateKey: "2024-01-02", value: 0.1 },
-      { dateKey: "2024-01-03", value: 0.1 },
-    ]);
-  });
-
-  test("sorts points before computing returns", () => {
-    const returns = computeDatedReturns([
-      { date: new Date("2024-01-03T00:00:00Z"), close: 121 },
-      { date: new Date("2024-01-01T00:00:00Z"), close: 100 },
-      { date: new Date("2024-01-02T00:00:00Z"), close: 110 },
-    ]);
-
-    expect(returns.map((entry) => entry.dateKey)).toEqual(["2024-01-02", "2024-01-03"]);
-  });
-});
-
-describe("alignDatedReturns", () => {
-  test("aligns series by shared date keys", () => {
-    const aligned = alignDatedReturns(
-      [
-        { dateKey: "2024-01-02", value: 1 },
-        { dateKey: "2024-01-03", value: 2 },
-        { dateKey: "2024-01-04", value: 3 },
-      ],
-      [
-        { dateKey: "2024-01-01", value: 99 },
-        { dateKey: "2024-01-02", value: 10 },
-        { dateKey: "2024-01-04", value: 30 },
-      ],
-    );
-
-    expect(aligned).toEqual({
-      x: [1, 3],
-      y: [10, 30],
-      sampleSize: 2,
-    });
-  });
-});
-
 describe("pearsonCorrelation", () => {
   test("perfect positive correlation", () => {
     const x = [1, 2, 3, 4, 5];
@@ -89,42 +73,25 @@ describe("pearsonCorrelation", () => {
   test("returns null for zero variance", () => {
     expect(pearsonCorrelation([5, 5, 5, 5, 5], [1, 2, 3, 4, 5])).toBeNull();
   });
-});
 
-describe("correlateDatedReturns", () => {
-  test("correlates only shared trading dates", () => {
-    const result = correlateDatedReturns(
-      [
-        { dateKey: "2024-01-02", value: 1 },
-        { dateKey: "2024-01-03", value: 2 },
-        { dateKey: "2024-01-04", value: 3 },
-        { dateKey: "2024-01-05", value: 4 },
-        { dateKey: "2024-01-06", value: 5 },
-      ],
-      [
-        { dateKey: "2024-01-01", value: 999 },
-        { dateKey: "2024-01-02", value: 2 },
-        { dateKey: "2024-01-03", value: 4 },
-        { dateKey: "2024-01-04", value: 6 },
-        { dateKey: "2024-01-05", value: 8 },
-        { dateKey: "2024-01-06", value: 10 },
-      ],
-    );
-
-    expect(result.sampleSize).toBe(5);
-    expect(result.correlation).toBeCloseTo(1, 5);
+  test("keeps nearly constant return series finite and correlations bounded", () => {
+    const x = [1, 2, 3, 4, 5].map((value) => 0.001 + value * 1e-12);
+    expect(pearsonCorrelation(x, x)).toBeCloseTo(1);
+    expect(pearsonCorrelation(x, x.map((value) => -value))).toBeCloseTo(-1);
+    expect(pearsonCorrelation(x, [1, 2, Number.NaN, 4, 5])).toBeNull();
   });
+});
 
-  test("returns sample size even when shared observations are insufficient", () => {
-    expect(correlateDatedReturns(
-      [
-        { dateKey: "2024-01-02", value: 1 },
-        { dateKey: "2024-01-03", value: 2 },
-      ],
-      [
-        { dateKey: "2024-01-02", value: 1 },
-        { dateKey: "2024-01-03", value: 2 },
-      ],
-    )).toEqual({ correlation: null, sampleSize: 2 });
-  });
+test("matrix calculations clip buffered history and retain loading/error provenance without removing usable pairs", async () => {
+  const { getSeriesForEntry, buildStatusSummary } = await import("./matrix/model");
+  const { createIdleEntry } = await import("../../../market-data/result-types");
+  const prices = [100, 110, 105, 112, 104, 115, 120].map((close, i) => ({ date: new Date(Date.UTC(2026, 8, i + 1)), close }));
+  const buffered = [{ date: new Date("2025-01-01"), close: 2 }, ...prices];
+  const entry = { ...createIdleEntry<typeof buffered>(), data: buffered, lastGoodData: buffered, fetchedAt: 123, phase: "refreshing" as const };
+  const series = getSeriesForEntry("SPY", entry, "1M");
+  expect(series).toMatchObject({ status: "ready", loading: true, observationCount: 6, fetchedAt: 123 });
+  expect(buildStatusSummary(["SPY"], new Map([["SPY", series]]), 6, 6)).toContain("Loading: SPY");
+  const retained = getSeriesForEntry("SPY", { ...entry, phase: "error", error: { reasonCode: "TIMEOUT", message: "Provider timed out" } }, "1M");
+  expect(retained).toMatchObject({ status: "ready", loading: false, refreshError: "Provider timed out", fetchedAt: 123 });
+  expect(retained.prices).toEqual(series.prices);
 });