gloomberb 0.13.2 → 0.14.0

package/src/plugins/builtin/earnings-calls/pane.tsx

@@ -1,20 +1,23 @@
-import { recordResearchActivity } from "../../../api-client/research-activity";
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import type {
+  CloudEarningsCallPayload,
+  CloudEarningsTranscriptPayload,
+} from "../../../api-client";
+import { recordResearchActivity } from "../../../api-client/research-activity";
 import {
   Button,
   DataTableStackView,
   EmptyState,
-  InputSearchBar,
-  Spinner,
+  InputSearchBar, PaneStatusBody, Spinner,
   usePaneFooter,
+  useTableLoadMore,
   type DataTableCell,
   type DataTableKeyEvent,
   type DataTableRootKeyContext,
-  type PaneFooterSegment,
+  type PaneFooterSegment
 } from "../../../components";
 import { useShortcut } from "../../../react/input";
-import { CloudAuthNotice } from "../cloud/auth-actions";
-import { useCloudPlanAction, useCloudUpgradeAction } from "../shared/cloud-upgrade";
+import { usePaneSettingValue } from "../../../state/app/context";
 import { colors } from "../../../theme/colors";
 import {
   Box,
@@ -25,12 +28,10 @@ import {
 } from "../../../ui";
 import { isPlainKey } from "../../../utils/keyboard";
 import { isPlainArrowUp, stopSearchFocusNavigation } from "../../../utils/search-focus-navigation";
-import { useBoundTicker as useSymbolBinding } from "../shared/ticker-request";
+import { SignInWall } from "../cloud/auth-actions";
+import { useCloudPlanAction, useCloudUpgradeAction } from "../shared/cloud-upgrade";
 import { usePlanAccess } from "../shared/plan-access";
-import type {
-  CloudEarningsCallPayload,
-  CloudEarningsTranscriptPayload,
-} from "../../../api-client";
+import { useBoundTicker as useSymbolBinding } from "../shared/ticker-request";
 import {
   callStatusLabel,
   isPendingTranscript,
@@ -39,10 +40,15 @@ import {
   statusOf,
 } from "./data";
 import { callTitle, formatCallDate, formatDuration, formatPeriod, formatSentiment } from "./format";
-import { TranscriptView, type ReaderTab } from "./transcript-view";
+import { findCallForQuarter } from "./model";
+import { READER_TABS, TranscriptView, type ReaderTab } from "./transcript-view";
 
 export const EARNINGS_CALLS_PANE_ID = "earnings-calls";
 
+function isReaderTab(value: string): value is ReaderTab {
+  return READER_TABS.some((tab) => tab.value === value);
+}
+
 interface CallColumn {
   id: string;
   label: string;
@@ -119,12 +125,28 @@ const TICKER_PATTERN = /^[A-Z]{1,5}(?:[.-][A-Z]{1,2})?$/;
 const PRODUCE_POLL_MS = 15_000;
 /** How often to ask again while the server is still finding a company's calls. */
 const LOOKUP_POLL_MS = 20_000;
+/** Rows per list request. Scrolling to the end of the shelf asks for the next page. */
+const CALL_PAGE_SIZE = 50;
 
 interface TickerLookup {
   ticker: string;
   /** "none": a real company, but no reachable call. "unknown": not a listed symbol. */
   status: "found" | "pending" | "none" | "unknown" | "error";
   calls: CloudEarningsCallPayload[];
+  fetchedAt?: number;
+  stale?: boolean;
+  refreshError?: string;
+  refreshRequest?: number;
+}
+
+/** A page can overlap the rows already held when the shelf reorders mid-scroll. */
+function appendNewCalls(
+  current: CloudEarningsCallPayload[],
+  incoming: CloudEarningsCallPayload[],
+): CloudEarningsCallPayload[] {
+  const known = new Set(current.map((call) => call.id));
+  const added = incoming.filter((call) => !known.has(call.id));
+  return added.length > 0 ? [...current, ...added] : current;
 }
 
 function sortValue(call: CloudEarningsCallPayload, columnId: string): string | number {
@@ -164,6 +186,15 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
   const [listStatus, setListStatus] = useState<"idle" | "loading" | "loaded" | "error">("idle");
   const [listError, setListError] = useState<{ message: string; status?: number } | null>(null);
   const [stale, setStale] = useState(false);
+  const [listFetchedAt, setListFetchedAt] = useState(0);
+  const listRequestVersion = useRef(0);
+  const [listCompletedRequest, setListCompletedRequest] = useState(0);
+  // The shelf is paged: the server answers a page at a time and reports no
+  // total, so a full page means there is probably another one behind it.
+  const [hasMore, setHasMore] = useState(false);
+  const [loadingMore, setLoadingMore] = useState(false);
+  const [nextOffset, setNextOffset] = useState(0);
+  const tableScrollRef = useRef<ScrollBoxRenderable | null>(null);
 
   const [selectedId, setSelectedId] = useState<string | null>(null);
   const [detailOpen, setDetailOpen] = useState(false);
@@ -177,6 +208,13 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
     status?: number;
   } | null>(null);
   const [readerTab, setReaderTab] = useState<ReaderTab>("summary");
+  // A layout or `gloomberb shot CALLS NVDA --quarter latest --reader summary`
+  // can land straight on a transcript instead of the shelf. `quarter` takes
+  // the same tokens as the headless option; only transcribed calls qualify,
+  // since opening a call without one asks the server to produce it.
+  const [openQuarter] = usePaneSettingValue<string>("quarter", "");
+  const [openReader] = usePaneSettingValue<string>("reader", "");
+  const openedQuarter = useRef<string | null>(null);
   const [sort, setSort] = useState<CallSort>(DEFAULT_SORT);
   const [searchQuery, setSearchQuery] = useState("");
   const [searchFocused, setSearchFocused] = useState(false);
@@ -184,8 +222,9 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
   const searchInputRef = useRef<InputRenderable | null>(null);
   const transcriptScrollRef = useRef<ScrollBoxRenderable | null>(null);
 
-  // Typing a symbol the shelf does not have asks the server for that company.
+  // An exact symbol query asks for the company's shelf, including older calls.
   const [lookup, setLookup] = useState<TickerLookup | null>(null);
+  const [lookupRefresh, setLookupRefresh] = useState<{ ticker: string; request: number } | null>(null);
   // Set while a call opened without a transcript is being produced.
   const [producing, setProducing] = useState(false);
   // The list answered "pending": the server is still searching for calls.
@@ -202,18 +241,29 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
   const fetchCalls = useCallback(
     (force: boolean) => {
       if (!access.emailVerified || !access.hasProAccess) return;
+      const request = ++listRequestVersion.current;
       setListStatus((current) => (current === "loaded" ? current : "loading"));
-      loadEarningsCalls(ticker, { force })
+      setLoadingMore(false);
+      loadEarningsCalls(ticker, { force, limit: CALL_PAGE_SIZE })
         .then((result) => {
+          if (request !== listRequestVersion.current) return;
           setCalls(result.calls);
+          setNextOffset(result.calls.length);
+          setHasMore(result.sourceLimitReached === true);
           setStale(result.stale);
+          setListFetchedAt(result.fetchedAt);
           setListPending(result.pending === true && result.calls.length === 0);
           setListError(
             result.refreshError ? { message: result.refreshError, status: result.errorStatus } : null,
           );
           setListStatus("loaded");
+          setListCompletedRequest(request);
         })
         .catch((error: unknown) => {
+          if (request !== listRequestVersion.current) return;
+          setListPending(false);
+          setHasMore(false);
+          setNextOffset(0);
           setListError({
             message: error instanceof Error ? error.message : String(error),
             status: statusOf(error),
@@ -224,8 +274,61 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
     [ticker, access.emailVerified, access.hasProAccess],
   );
 
+  // Scrolling to the end of the shelf asks the server for the next page. A
+  // page belongs to the list request that was current when it was asked for:
+  // a refresh or a binding change abandons whatever was in flight.
+  const loadMoreCalls = useCallback(() => {
+    if (!access.emailVerified || !access.hasProAccess) return;
+    const request = listRequestVersion.current;
+    setLoadingMore(true);
+    loadEarningsCalls(ticker, { limit: CALL_PAGE_SIZE, offset: nextOffset })
+      .then((result) => {
+        if (request !== listRequestVersion.current) return;
+        setCalls((current) => appendNewCalls(current, result.calls));
+        setNextOffset(nextOffset + result.calls.length);
+        setHasMore(result.sourceLimitReached === true);
+        setLoadingMore(false);
+      })
+      .catch((error: unknown) => {
+        if (request !== listRequestVersion.current) return;
+        // The rows already loaded stay: only the next page failed.
+        setHasMore(false);
+        setLoadingMore(false);
+        setListError({
+          message: error instanceof Error ? error.message : String(error),
+          status: statusOf(error),
+        });
+      });
+  }, [ticker, nextOffset, access.emailVerified, access.hasProAccess]);
+
+  const loadMoreFromScroll = useTableLoadMore(
+    tableScrollRef,
+    hasMore && !loadingMore && !detailOpen && listStatus === "loaded",
+    loadMoreCalls,
+  );
+
   useEffect(() => {
+    setCalls([]);
+    setHasMore(false);
+    setLoadingMore(false);
+    setNextOffset(0);
+    setListStatus("idle");
+    setListPending(false);
+    setStale(false);
+    setListFetchedAt(0);
+    setListError(null);
+    setLookup(null);
+    setLookupRefresh(null);
+    setSelectedId(null);
+    setDetailOpen(false);
+    setTranscript(null);
+    setTranscriptLoading(false);
+    setTranscriptError(null);
+    setProducing(false);
+    setSearchQuery("");
+    setReaderTab("summary");
     fetchCalls(false);
+    return () => { listRequestVersion.current++; };
   }, [fetchCalls]);
 
   // A research tab whose company is still being searched checks back until
@@ -234,17 +337,16 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
     if (!listPending) return;
     const timer = setTimeout(() => fetchCalls(true), LOOKUP_POLL_MS);
     return () => clearTimeout(timer);
-  }, [listPending, fetchCalls, calls.length]);
+  }, [listPending, fetchCalls, listCompletedRequest]);
 
-  // On the shelf, a query that looks like a symbol we do not have becomes a
-  // request for that company's calls.
+  // The global shelf may contain only one of a company's calls. Resolve exact
+  // symbol queries independently so older quarters remain reachable.
   const lookupTicker = useMemo(() => {
     if (ticker || detailOpen) return null;
     const candidate = searchQuery.trim().toUpperCase();
     if (!TICKER_PATTERN.test(candidate)) return null;
-    if (calls.some((call) => call.ticker === candidate)) return null;
     return candidate;
-  }, [ticker, detailOpen, searchQuery, calls]);
+  }, [ticker, detailOpen, searchQuery]);
 
   // Answered for the current query, or still waiting on the server.
   const lookupState: TickerLookup["status"] | "loading" | null = !lookupTicker
@@ -254,12 +356,14 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
       : "loading";
 
   useEffect(() => {
-    if (!lookupTicker) return;
+    if (!lookupTicker || !access.emailVerified || !access.hasProAccess) return;
     const answered = lookup?.ticker === lookupTicker;
-    if (answered && lookup.status !== "pending") return;
+    const refreshRequest = lookupRefresh?.ticker === lookupTicker ? lookupRefresh.request : 0;
+    const manualRefresh = refreshRequest !== (answered ? lookup.refreshRequest ?? 0 : 0);
+    if (answered && lookup.status !== "pending" && !manualRefresh) return;
     let cancelled = false;
-    // Debounce typing; while the server is still searching, check back slowly.
-    const delay = answered ? LOOKUP_POLL_MS : 500;
+    // Manual reload refreshes this company as well as the global shelf.
+    const delay = manualRefresh ? 0 : answered ? LOOKUP_POLL_MS : 500;
     const timer = setTimeout(() => {
       loadEarningsCalls(lookupTicker, { force: true })
         .then((result) => {
@@ -274,23 +378,42 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
                   ? "pending"
                   : "none",
             calls: result.calls,
+            fetchedAt: result.fetchedAt,
+            stale: result.stale,
+            refreshError: result.refreshError,
+            refreshRequest,
           });
         })
-        .catch(() => {
-          if (!cancelled) setLookup({ ticker: lookupTicker, status: "error", calls: [] });
+        .catch((error: unknown) => {
+          if (cancelled) return;
+          const retainRows = ![401, 402, 403].includes(statusOf(error) ?? 0);
+          setLookup((current) => ({
+            ticker: lookupTicker,
+            status: "error",
+            calls: retainRows && current?.ticker === lookupTicker ? current.calls : [],
+            fetchedAt: retainRows && current?.ticker === lookupTicker ? current.fetchedAt : undefined,
+            stale: retainRows && current?.ticker === lookupTicker && current.calls.length > 0,
+            refreshError: error instanceof Error ? error.message : String(error),
+            refreshRequest,
+          }));
         });
     }, delay);
     return () => {
       cancelled = true;
       clearTimeout(timer);
     };
-  }, [lookupTicker, lookup]);
+  }, [lookupTicker, lookup, lookupRefresh, access.emailVerified, access.hasProAccess]);
 
   const allCalls = useMemo(() => {
     if (!lookup || lookup.calls.length === 0) return calls;
+    const refreshed = new Map(lookup.calls.map((call) => [call.id, call]));
+    const lookupIsNewer = (lookup.fetchedAt ?? 0) >= listFetchedAt;
     const known = new Set(calls.map((call) => call.id));
-    return [...calls, ...lookup.calls.filter((call) => !known.has(call.id))];
-  }, [calls, lookup]);
+    return [
+      ...calls.map((call) => lookupIsNewer ? refreshed.get(call.id) ?? call : call),
+      ...lookup.calls.filter((call) => !known.has(call.id)),
+    ];
+  }, [calls, lookup, listFetchedAt]);
 
   const rows = useMemo(() => {
     const query = searchQuery.trim().toLowerCase();
@@ -317,12 +440,27 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
     return sorted;
   }, [allCalls, sort, searchQuery]);
 
+  useEffect(() => {
+    const quarter = openQuarter.trim();
+    if (!quarter || openedQuarter.current === quarter || listStatus !== "loaded") return;
+    const target = findCallForQuarter(
+      allCalls.filter((call) => call.hasTranscript),
+      quarter,
+    );
+    if (!target) return;
+    openedQuarter.current = quarter;
+    setSelectedId(target.id);
+    setReaderTab(isReaderTab(openReader) ? openReader : "summary");
+    setDetailOpen(true);
+  }, [openQuarter, openReader, listStatus, allCalls]);
+
   const selected = useMemo(
     () => allCalls.find((call) => call.id === selectedId) ?? null,
     [allCalls, selectedId],
   );
   const selectedCallId = selected?.id ?? null;
   const selectedHasTranscript = selected?.hasTranscript ?? false;
+  const selectedTranscript = transcript?.id === selectedCallId ? transcript : null;
 
   // Marks a call as transcribed in whichever list holds it, once it is.
   const markTranscribed = useCallback((callId: string) => {
@@ -334,11 +472,23 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
     setLookup((current) => (current ? { ...current, calls: update(current.calls) } : current));
   }, []);
 
+  // Warms a published transcript while the cursor rests on its row, so
+  // opening it does not wait. Only calls that already have one: the same
+  // request on a call without a transcript asks the server to produce it,
+  // which is a deliberate act reserved for Enter.
+  const prefetchTranscript = useCallback((call: CloudEarningsCallPayload) => {
+    if (!call.hasTranscript || !access.emailVerified || !access.hasProAccess) return;
+    void loadTranscript(call.id).catch(() => {});
+  }, [access.emailVerified, access.hasProAccess]);
+
   // A published transcript is immutable, so it loads once per call. Opening
   // a call that has none asks the server to produce it, then checks back
   // until it arrives.
   useEffect(() => {
-    if (!detailOpen || !selectedCallId) return;
+    if (!detailOpen || !selectedCallId || !access.emailVerified || !access.hasProAccess) return;
+    // A binding change clears selection in an effect; do not start a request
+    // for that previous selection during the same render's effect pass.
+    if (ticker && selected?.ticker.toUpperCase() !== ticker) return;
     let cancelled = false;
     let timer: ReturnType<typeof setTimeout> | null = null;
     setTranscriptError(null);
@@ -383,7 +533,7 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
     };
     // The call's identity is what matters; list refreshes must not restart this.
     // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [detailOpen, selectedCallId]);
+  }, [detailOpen, selectedCallId, ticker, access.emailVerified, access.hasProAccess]);
 
   const scrollTranscriptBy = useCallback((delta: number) => {
     const scrollBox = transcriptScrollRef.current;
@@ -398,10 +548,12 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
     if (scrollBox) scrollBox.scrollTop = 0;
   }, [selectedId, detailOpen, readerTab, searchQuery]);
 
-  // The find field filters turns, so typing in it moves off the summary.
-  useEffect(() => {
-    if (detailOpen && searchQuery.trim() && readerTab === "summary") setReaderTab("transcript");
-  }, [detailOpen, searchQuery, readerTab]);
+  // A new search opens matching turns; an existing query must not override
+  // the reader's subsequent choice to return to the summary.
+  const changeTranscriptQuery = useCallback((query: string) => {
+    setSearchQuery(query);
+    if (query.trim()) setReaderTab((current) => current === "summary" ? "transcript" : current);
+  }, []);
 
   const rendererHost = useRendererHost();
   const openSource = useCallback(() => {
@@ -435,11 +587,12 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
       if (isPlainKey(event, "r")) {
         stopSearchFocusNavigation(event);
         fetchCalls(true);
+        if (lookupTicker) setLookupRefresh((current) => ({ ticker: lookupTicker, request: (current?.request ?? 0) + 1 }));
         return true;
       }
       return false;
     },
-    [fetchCalls, focusSearch],
+    [fetchCalls, focusSearch, lookupTicker],
   );
 
   // `q` is the app's quit key, handled ahead of pane handlers. The reader
@@ -506,6 +659,8 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
       const info: PaneFooterSegment[] = [];
       if (listStatus === "loading") {
         info.push({ id: "loading", parts: [{ text: "loading", tone: "muted" }] });
+      } else if (loadingMore) {
+        info.push({ id: "loading-more", parts: [{ text: "loading more calls", tone: "muted" }] });
       }
       if (producing) {
         info.push({ id: "producing", parts: [{ text: "producing transcript", tone: "muted" }] });
@@ -521,14 +676,21 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
         } else if (lookupState === "unknown" || lookupState === "none") {
           info.push({ id: "lookup", parts: [{ text: `${lookupTicker} not found`, tone: "warning" }] });
         } else if (lookupState === "error") {
-          info.push({ id: "lookup", parts: [{ text: `${lookupTicker} lookup failed`, tone: "warning" }] });
+          info.push({ id: "lookup", parts: [{ text: `${lookupTicker}: ${lookup?.refreshError ?? "lookup failed"}`, tone: "warning" }] });
         }
       }
+      const visibleLookup = lookup && (lookup.ticker === lookupTicker || (detailOpen && selected?.ticker === lookup.ticker)) ? lookup : null;
+      if (visibleLookup?.stale) {
+        info.push({ id: "lookup-stale", parts: [{ text: `${visibleLookup.ticker} stale cache`, tone: "warning" }] });
+      }
+      if (visibleLookup?.refreshError && lookupState !== "error") {
+        info.push({ id: "lookup-error", parts: [{ text: `${visibleLookup.ticker}: ${visibleLookup.refreshError}`, tone: "warning" }] });
+      }
       if (stale) {
         info.push({ id: "stale", parts: [{ text: "stale cache", tone: "warning" }] });
       }
-      if (listError && listStatus === "error") {
-        info.push({ id: "error", parts: [{ text: "error", tone: "warning" }] });
+      if (listError) {
+        info.push({ id: "error", parts: [{ text: listError.message, tone: "warning" }] });
       }
       if (proRequired || transcriptProRequired) {
         info.push({ id: "pro", parts: [{ text: "pro required", tone: "warning" }] });
@@ -553,11 +715,13 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
     },
     [
       listStatus,
+      loadingMore,
       transcriptLoading,
       producing,
       listPending,
       lookupState,
       lookupTicker,
+      lookup,
       stale,
       listError,
       proRequired,
@@ -571,14 +735,11 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
     ],
   );
 
-  if (signInRequired) {
-    return <CloudAuthNotice message="Sign in to browse earnings call transcripts." />;
-  }
-  if (verificationRequired) {
+  if (signInRequired || verificationRequired) {
     return (
-      <CloudAuthNotice
-        needsVerification
-        message="Verify your email to browse earnings call transcripts."
+      <SignInWall
+        action="browse earnings call transcripts"
+        needsVerification={verificationRequired}
       />
     );
   }
@@ -589,28 +750,24 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
         <EmptyState
           title="Earnings call transcripts are part of Gloom Cloud Pro."
           message="Gloomberb transcribes the calls itself: full transcripts with speaker attribution, analyst Q&A, and extracted guidance, risks and tone."
+          actions={<>
+            <Button label="Upgrade to Pro" onPress={openUpgrade} />
+            <Button label="Manage account" variant="secondary" onPress={openPlan} />
+          </>}
         />
-        <Box flexDirection="row" marginTop={1} gap={1}>
-          <Button label="Upgrade to Pro" onPress={openUpgrade} />
-          <Button label="Manage account" variant="secondary" onPress={openPlan} />
-        </Box>
       </Box>
     );
   }
 
   if (listStatus === "loading" && calls.length === 0) {
     return (
-      <Box flexGrow={1} alignItems="center" justifyContent="center">
-        <Spinner label="Loading calls..." />
-      </Box>
+      <PaneStatusBody loading align="center" loadingLabel="Loading calls..." />
     );
   }
 
   if (listStatus === "error" && calls.length === 0) {
     return (
-      <Box flexDirection="column" paddingX={1}>
-        <EmptyState title="Could not load earnings calls." message={listError?.message ?? ""} />
-      </Box>
+      <PaneStatusBody error={listError?.message ?? "Could not load earnings calls."} errorTitle="Could not load earnings calls." />
     );
   }
 
@@ -618,9 +775,7 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
   // for the company, or it has nothing to search for.
   if (ticker && calls.length === 0) {
     return listPending ? (
-      <Box flexGrow={1} alignItems="center" justifyContent="center">
-        <Spinner label={`Looking for ${ticker}'s earnings calls...`} />
-      </Box>
+      <PaneStatusBody loading align="center" loadingLabel={`Looking for ${ticker}'s earnings calls...`} />
     ) : (
       <EmptyState
         title={`No earnings calls found for ${ticker}.`}
@@ -634,13 +789,13 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
       <EmptyState
         title="Earnings call transcripts are part of Gloom Cloud Pro."
         message="Full transcripts with speaker attribution, analyst Q&A, guidance and risk extraction, transcribed from the call itself."
+        actions={<>
+          <Button label="Upgrade to Pro" onPress={openUpgrade} />
+          <Button label="Manage account" variant="secondary" onPress={openPlan} />
+        </>}
       />
-      <Box flexDirection="row" marginTop={1} gap={1}>
-        <Button label="Upgrade to Pro" onPress={openUpgrade} />
-        <Button label="Manage account" variant="secondary" onPress={openPlan} />
-      </Box>
     </Box>
-  ) : selected && !transcript && (producing || (!selected.hasTranscript && !transcriptError)) ? (
+  ) : selected && !selectedTranscript && (producing || (!selected.hasTranscript && !transcriptError)) ? (
     <Box flexDirection="column" flexGrow={1} paddingX={1} gap={1}>
       <Box height={1}>
         <Text fg={colors.textDim}>
@@ -668,10 +823,10 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
         onFocus={focusSearch}
         onBlur={blurSearch}
         onNavigateDown={blurSearch}
-        onQueryChange={setSearchQuery}
+        onQueryChange={changeTranscriptQuery}
       />
       <TranscriptView
-        transcript={transcript}
+        transcript={selectedTranscript}
         loading={transcriptLoading}
         error={transcriptError?.message ?? null}
         tab={readerTab}
@@ -714,6 +869,8 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
       }
       onRootKeyDown={handleRootKey}
       onDetailKeyDown={handleDetailKey}
+      scrollRef={tableScrollRef}
+      onBodyScrollActivity={loadMoreFromScroll}
       selection={{
         kind: "id",
         selectedId,
@@ -723,8 +880,11 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
       onActivate={() => {
         blurSearch();
         setSearchQuery("");
+        setTranscript((current) => current?.id === selectedCallId ? current : null);
+        setTranscriptError(null);
         setDetailOpen(true);
       }}
+      prefetchDetail={prefetchTranscript}
       rootWidth={width}
       // The search bar sits inside the frame, so the frame takes the full height.
       rootHeight={Math.max(2, height)}

package/src/plugins/builtin/earnings-calls/prose.test.ts

@@ -1,5 +1,6 @@
 import { describe, expect, test } from "bun:test";
-import { splitFigures, splitSentences } from "./prose";
+import { splitFigures } from "../../../components/ui/prose";
+import { splitParagraphs, splitSentences } from "./prose";
 
 describe("splitFigures", () => {
   test("picks out money, percentages and quantities, leaves years and labels", () => {
@@ -21,6 +22,20 @@ describe("splitFigures", () => {
   });
 });
 
+describe("splitParagraphs", () => {
+  test("groups sentences to about the target and breaks on a topic shift", () => {
+    const sentence = (n: number) => `Sentence number ${n} has exactly seven words.`;
+    const text = `${sentence(1)} ${sentence(2)} ${sentence(3)} Turning to margins, they rose. ${sentence(4)}`;
+    const paragraphs = splitParagraphs(text, 40);
+    expect(paragraphs[1]).toMatch(/^Turning to margins/);
+    expect(paragraphs.join(" ")).toBe(text);
+  });
+
+  test("short text stays one paragraph", () => {
+    expect(splitParagraphs("Thank you. Good morning.")).toEqual(["Thank you. Good morning."]);
+  });
+});
+
 describe("splitSentences", () => {
   test("splits on sentence ends but not on abbreviations or decimals", () => {
     expect(

package/src/plugins/builtin/earnings-calls/prose.ts

@@ -4,36 +4,6 @@
  * per sentence and setting the figures in bold is what makes them scannable.
  */
 
-export interface ProseRun {
-  text: string;
-  /** A number the eye should land on: money, percentages, quantities. */
-  figure: boolean;
-}
-
-/**
- * Money, percentages and quantities with a unit, plus bare numbers except
- * years. Ordinals and fiscal labels (Q2, FY26, 2Q) are left alone.
- */
-const FIGURE_PATTERN =
-  /[$€£¥]\s?\d[\d,]*(?:\.\d+)?(?:\s?(?:trillion|billion|million|thousand|bn|mn|k|m|b)\b)?|\b\d[\d,]*(?:\.\d+)?\s?(?:%|percent(?:age points?)?|bps|basis points|x\b|trillion|billion|million|thousand)|\b\d[\d,]*(?:\.\d+)?\b/gi;
-
-const YEAR_PATTERN = /^(?:19|20)\d{2}$/;
-
-export function splitFigures(text: string): ProseRun[] {
-  const runs: ProseRun[] = [];
-  let last = 0;
-  for (const match of text.matchAll(FIGURE_PATTERN)) {
-    const start = match.index ?? 0;
-    const value = match[0];
-    if (YEAR_PATTERN.test(value)) continue;
-    if (start > last) runs.push({ text: text.slice(last, start), figure: false });
-    runs.push({ text: value, figure: true });
-    last = start + value.length;
-  }
-  if (last < text.length) runs.push({ text: text.slice(last), figure: false });
-  return runs;
-}
-
 /**
  * Sentence boundaries, minus the periods inside abbreviations ("U.S.",
  * "Inc.", "vs.") and figures ("$27.8 million").
@@ -41,6 +11,39 @@ export function splitFigures(text: string): ProseRun[] {
 const SENTENCE_BOUNDARY =
   /(?<!\b(?:[A-Z]|Inc|Ltd|Co|Corp|vs|Mr|Ms|Mrs|Dr|No|St|Jr|Sr|U\.S|e\.g|i\.e|approx))[.!?]["”')]?\s+(?=["“(]?[A-Z0-9$])/;
 
+/**
+ * Phrases a speaker uses to start a new topic; a paragraph break before one
+ * lands where an editor would put it.
+ */
+const TOPIC_SHIFT =
+  /^(?:Turning to|Moving (?:on )?to|Now,? (?:let me|let's|turning|moving|I'll|I want)|Let me (?:now |also |briefly )?(?:turn|move|shift|start|close|wrap|touch)|With that|Next,|Finally,|In (?:summary|closing)|Before I|Looking (?:ahead|forward)|Lastly,|First,|Second,|Third,|Fourth,|As for|Regarding|Switching to|Shifting to|To (?:wrap|close|summarize))/;
+
+/**
+ * A speaking turn as paragraphs of about `targetWords`, for transcripts the
+ * server produced before it cut paragraphs itself. Sentences are grouped and
+ * the group closes early where the speaker changes topic.
+ */
+export function splitParagraphs(text: string, targetWords = 80): string[] {
+  const paragraphs: string[] = [];
+  let current: string[] = [];
+  let words = 0;
+  const flush = () => {
+    if (current.length > 0) paragraphs.push(current.join(" "));
+    current = [];
+    words = 0;
+  };
+  for (const sentence of splitSentences(text)) {
+    const count = sentence.split(/\s+/).length;
+    if (words >= targetWords * 0.4 && TOPIC_SHIFT.test(sentence)) flush();
+    if (words > 0 && words + count > targetWords * 1.25) flush();
+    current.push(sentence);
+    words += count;
+    if (words >= targetWords) flush();
+  }
+  flush();
+  return paragraphs;
+}
+
 export function splitSentences(text: string): string[] {
   const out: string[] = [];
   let rest = text.trim();