gloomberb 0.13.2 → 0.14.0

package/src/plugins/builtin/risk-factors/pane.tsx

@@ -0,0 +1,310 @@
+import { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import type {
+  CloudRiskNotePayload,
+} from "../../../api-client";
+import {
+  EmptyState, PaneStatusBody, Prose, SectionHeading, Spinner,
+  Tabs,
+  usePaneFooter,
+  type PaneFooterSegment
+} from "../../../components";
+import { useShortcut } from "../../../react/input";
+import { useAsyncResource } from "../../../react/async-resource";
+import { colors } from "../../../theme/colors";
+import {
+  Box,
+  ScrollBox,
+  Text,
+  useRendererHost,
+  useUiCapabilities,
+  type ScrollBoxRenderable,
+} from "../../../ui";
+import { isPlainKey } from "../../../utils/keyboard";
+import { useBoundTicker } from "../shared/ticker-request";
+import { discardRiskData, loadRiskReport, loadRiskReports } from "./data";
+
+export const RISK_FACTORS_PANE_ID = "risk-factors";
+
+const MAX_PROSE_WIDTH = 100;
+
+function noteFor(
+  notes: CloudRiskNotePayload[],
+  index: number,
+): string | undefined {
+  return notes.find((note) => note.index === index)?.text;
+}
+
+/** A risk heading, its group, and the model's line under it. */
+function RiskLine({
+  tag,
+  group,
+  heading,
+  note,
+  width,
+}: {
+  tag: string;
+  group: string | null;
+  heading: string;
+  note?: string;
+  width: number;
+}) {
+  return (
+    <Box flexDirection="column" marginTop={1}>
+      <Box height={1} flexDirection="row" gap={1} overflow="hidden">
+        <Text fg={colors.textBright}>{tag}</Text>
+        {group ? <Text fg={colors.textDim}>{group}</Text> : null}
+      </Box>
+      <Prose
+        text={heading}
+        width={width}
+        color={colors.text}
+      />
+      {note ? (
+        <Prose
+          text={note}
+          width={width}
+          color={colors.textDim}
+          prefix="  "
+        />
+      ) : null}
+    </Box>
+  );
+}
+
+export function RiskFactorsPane({
+  focused,
+  width,
+}: {
+  focused: boolean;
+  width: number;
+  height: number;
+}) {
+  const { symbol } = useBoundTicker();
+  const ticker = symbol ? symbol.toUpperCase() : null;
+  const nativePaneChrome = useUiCapabilities().nativePaneChrome === true;
+  const rendererHost = useRendererHost();
+
+  const [selection, setSelection] = useState<{ ticker: string | null; year: number | null }>({ ticker: null, year: null });
+  const listLoader = useCallback((force: boolean) => loadRiskReports(ticker!, { force }), [ticker]);
+  const list = useAsyncResource(ticker ? listLoader : null, { clearOnError: discardRiskData });
+  const years = useMemo(() => [...(list.data?.reports ?? [])].sort((a, b) => b.reportYear - a.reportYear), [list.data]);
+  // Null follows the newest discovered filing; an explicit choice stays on that year.
+  const year = selection.ticker === ticker && selection.year !== null
+    ? selection.year : years[0]?.reportYear ?? null;
+  const reportLoader = useCallback((force: boolean) => loadRiskReport(ticker!, year!, { force }), [ticker, year]);
+  const detail = useAsyncResource(ticker && year !== null ? reportLoader : null, { clearOnError: discardRiskData });
+  const report = detail.data;
+  const listError = list.error ?? list.data?.refreshError ?? null;
+  const reportError = detail.error ?? report?.refreshError ?? null;
+  const refresh = useCallback(() => {
+    void list.reload();
+    if (year !== null) void detail.reload();
+  }, [list.reload, detail.reload, year]);
+  const scrollRef = useRef<ScrollBoxRenderable | null>(null);
+  useEffect(() => {
+    const scrollBox = scrollRef.current;
+    if (scrollBox) scrollBox.scrollTop = 0;
+  }, [ticker, year]);
+
+  const openFiling = useCallback(() => {
+    if (report?.docUrl) void rendererHost.openExternal(report.docUrl);
+  }, [rendererHost, report]);
+
+  const scrollBy = useCallback((delta: number) => {
+    const scrollBox = scrollRef.current;
+    if (!scrollBox?.viewport) return;
+    const max = Math.max(0, scrollBox.scrollHeight - scrollBox.viewport.height);
+    scrollBox.scrollTop = Math.max(
+      0,
+      Math.min(max, scrollBox.scrollTop + delta),
+    );
+  }, []);
+
+  useShortcut(
+    (event) => {
+      if (isPlainKey(event, "r")) refresh();
+      else if (isPlainKey(event, "o")) openFiling();
+      else if (isPlainKey(event, "j", "down")) scrollBy(1);
+      else if (isPlainKey(event, "k", "up")) scrollBy(-1);
+    },
+    { enabled: focused, scope: "risk-factors" },
+  );
+
+  usePaneFooter(RISK_FACTORS_PANE_ID, () => {
+    const info: PaneFooterSegment[] = [];
+    if (list.loading || detail.loading)
+      info.push({ id: "loading", parts: [{ text: "loading", tone: "muted" }] });
+    if (listError) info.push({ id: "list-error", parts: [{ text: `Report list: ${listError}`, tone: "warning" }] });
+    if (reportError) info.push({ id: "report-error", parts: [{ text: `${year} report: ${reportError}`, tone: "warning" }] });
+    if ((listError || list.data?.stale) && list.data) {
+      info.push({ id: "list-stale", parts: [{ text: `List cached ${new Date(list.data.fetchedAt).toISOString()}`, tone: "muted" }] });
+    }
+    if ((reportError || report?.stale) && report) {
+      info.push({ id: "report-stale", parts: [{ text: `Report cached ${new Date(report.fetchedAt).toISOString()}`, tone: "muted" }] });
+    }
+    const hints = report?.docUrl
+      ? [{ id: "open", key: "o", label: "pen filing", onPress: openFiling }]
+      : [];
+    return { info, hints };
+  }, [list.loading, detail.loading, listError, reportError, list.data, report, year, openFiling]);
+
+  const bodyWidth = Math.max(12, width - 2);
+  const proseWidth = Math.min(bodyWidth, MAX_PROSE_WIDTH);
+
+  if (!ticker) return <EmptyState title="Pick a ticker to see its risk factors." />;
+  if (!list.data && list.loading) return <PaneStatusBody loading align="center" loadingLabel="Loading risk factors..." />;
+  if (!list.data && listError && year === null) return <PaneStatusBody error={listError} errorTitle="Could not load risk reports." />;
+  if (year === null) return <EmptyState title={`No 10-K risk factors on file for ${ticker}.`} />;
+
+  const diff = report?.diff ?? null;
+  const summaryLine = report
+    ? [
+        `${report.reportYear} 10-K`,
+        `Filed ${report.filedAt?.slice(0, 10) || "unavailable"}`,
+        `Report updated ${report.updatedAt?.slice(0, 10) || "unavailable"}`,
+        `${report.riskCount} risks in ${report.groupCount} groups`,
+        diff
+          ? `${diff.added.length} new, ${diff.removed.length} dropped, ${diff.reworded.length} reworded vs prior year`
+          : "no prior year on file",
+      ].join("  ·  ")
+    : "";
+
+  return (
+    <Box
+      flexDirection="column"
+      flexGrow={1}
+      flexShrink={1}
+      flexBasis={0}
+      minHeight={0}
+      overflow="hidden"
+    >
+      {years.length > 1 && (
+        <Box height={1} flexShrink={0} paddingX={1} overflow="hidden">
+          <Tabs
+            tabs={years.map((entry) => ({
+              label: `${entry.reportYear} 10-K`,
+              value: String(entry.reportYear),
+            }))}
+            activeValue={year === null ? "" : String(year)}
+            onSelect={(value) => setSelection({ ticker, year: Number(value) })}
+            compact
+            variant="bare"
+            focused={focused}
+          />
+        </Box>
+      )}
+      <ScrollBox
+        ref={scrollRef}
+        flexGrow={1}
+        flexShrink={1}
+        flexBasis={0}
+        minHeight={0}
+        paddingX={1}
+      >
+        {report ? (
+          <Box
+            flexDirection="column"
+            width={nativePaneChrome ? "100%" : bodyWidth}
+          >
+            <Prose
+              text={summaryLine}
+              width={proseWidth}
+              color={colors.textDim}
+            />
+            {report.overview ? (
+              <Box flexDirection="column">
+                <SectionHeading marginTop={1}
+                  title={diff ? "WHAT THE CHANGES SAY" : "WHAT DOMINATES"}
+                />
+                {report.overview.split("\n").map((point) => (
+                  <Prose
+                    key={point}
+                    text={point}
+                    width={proseWidth}
+                    color={colors.text}
+                    prefix="• "
+                  />
+                ))}
+              </Box>
+            ) : null}
+            {diff ? (
+              <Box flexDirection="column">
+                <SectionHeading marginTop={1} title="WHAT CHANGED" />
+                {diff.added.length === 0 &&
+                diff.removed.length === 0 &&
+                diff.reworded.length === 0 ? (
+                  <Prose
+                    text="Every risk carried over with its text substantially unchanged."
+                    width={proseWidth}
+                    color={colors.textDim}
+                  />
+                ) : null}
+                {diff.added.map((index) => (
+                  <RiskLine
+                    key={`new-${index}`}
+                    tag="NEW"
+                    group={report.risks[index]?.group ?? null}
+                    heading={report.risks[index]?.heading ?? ""}
+                    note={noteFor(report.notes.added, index)}
+                    width={proseWidth}
+                  />
+                ))}
+                {diff.removed.map((risk, index) => (
+                  <RiskLine
+                    key={`dropped-${risk.heading}`}
+                    tag="DROPPED"
+                    group={risk.group}
+                    heading={risk.heading}
+                    note={noteFor(report.notes.removed, index)}
+                    width={proseWidth}
+                  />
+                ))}
+                {diff.reworded.map((item) => (
+                  <RiskLine
+                    key={`reworded-${item.index}`}
+                    tag={`${Math.round((1 - item.similarity) * 100)}% REWRITTEN`}
+                    group={report.risks[item.index]?.group ?? null}
+                    heading={report.risks[item.index]?.heading ?? ""}
+                    note={noteFor(report.notes.reworded, item.index)}
+                    width={proseWidth}
+                  />
+                ))}
+              </Box>
+            ) : report.notes.top.length > 0 ? (
+              <Box flexDirection="column">
+                <SectionHeading marginTop={1} title="MOST SPECIFIC TO THE COMPANY" />
+                {report.notes.top.map((note) => (
+                  <RiskLine
+                    key={`top-${note.index}`}
+                    tag={String(note.index + 1).padStart(2, "0")}
+                    group={report.risks[note.index]?.group ?? null}
+                    heading={report.risks[note.index]?.heading ?? ""}
+                    note={note.text}
+                    width={proseWidth}
+                  />
+                ))}
+              </Box>
+            ) : null}
+            <Box flexDirection="column">
+              <SectionHeading marginTop={1} title={`ALL ${report.riskCount} RISK FACTORS`} />
+              {report.risks.map((risk, index) => (
+                <Prose
+                  key={`${index}-${risk.heading}`}
+                  text={risk.heading}
+                  width={proseWidth}
+                  color={colors.text}
+                  prefix={`${String(index + 1).padStart(2, "0")} `}
+                />
+              ))}
+            </Box>
+
+          </Box>
+        ) : reportError ? (
+          <PaneStatusBody error={reportError} errorTitle={`Could not load ${year} risk report.`} />
+        ) : (
+          <Spinner label="Loading..." />
+        )}
+      </ScrollBox>
+    </Box>
+  );
+}

package/src/plugins/builtin/risk-factors/test-fixtures.ts

@@ -0,0 +1,4 @@
+import type { CloudRiskReportPayload } from "../../../api-client";
+export const company={ticker:"CONTROL",cik:"0000000001",name:"Control Issuer",shortName:"Control"};
+export function report(year:number): CloudRiskReportPayload {return {id:`control-${year}`,ticker:"CONTROL",company,reportYear:year,filedAt:`${year}-02-03T00:00:00Z`,updatedAt:`${year}-02-04T12:30:00Z`,riskCount:1,groupCount:1,wordCount:100,addedCount:null,removedCount:null,rewordedCount:null,overview:`Only ${year} risk analysis`,docUrl:`https://www.sec.gov/Archives/control-${year}.htm`,groups:["Business"],risks:[{heading:`Unique ${year} supply-chain exposure`,group:"Business",excerpt:`Source ${year} text`,words:100}],diff:null,notes:{added:[],removed:[],reworded:[],top:[]},otherYears:[]};}
+export const list=(years:number[])=>({company,reports:years.map(report)});

package/src/plugins/builtin/scanner/denied.tsx

@@ -1,7 +1,7 @@
-import { Box } from "../../../ui";
 import { Button, EmptyState } from "../../../components";
 import { t } from "../../../i18n";
-import { CloudAuthNotice } from "../cloud/auth-actions";
+import { Box } from "../../../ui";
+import { SignInWall } from "../cloud/auth-actions";
 import { useCloudPlanAction, useCloudUpgradeAction } from "../shared/cloud-upgrade";
 
 /**
@@ -13,7 +13,7 @@ export function ScannerDeniedState({ reason }: { reason: string | null }) {
   const openPlan = useCloudPlanAction();
 
   if (reason === "auth_required") {
-    return <CloudAuthNotice message={t("Sign in to stream the market scanners.")} />;
+    return <SignInWall action="stream the market scanners" />;
   }
 
   return (
@@ -21,11 +21,11 @@ export function ScannerDeniedState({ reason }: { reason: string | null }) {
       <EmptyState
         title="Options flow is part of Gloom Cloud Pro."
         message="Live sweeps, blocks, and large premium prints from the full OPRA feed."
+        actions={<>
+          <Button label={t("Upgrade to Pro")} onPress={openUpgrade} />
+          <Button label={t("Manage account")} variant="secondary" onPress={openPlan} />
+        </>}
       />
-      <Box flexDirection="row" marginTop={1} gap={1}>
-        <Button label={t("Upgrade to Pro")} onPress={openUpgrade} />
-        <Button label={t("Manage account")} variant="secondary" onPress={openPlan} />
-      </Box>
     </Box>
   );
 }

package/src/plugins/builtin/scanner/feed.ts

@@ -54,7 +54,7 @@ export function useScannerStatusFooter(
   state: ScannerFeedState<ScannerPayload>,
   focused: boolean,
 ): void {
-  const { segment } = useCloudAccessFooter({
+  const { hint: upgradeHint, segment } = useCloudAccessFooter({
     delayLabel: tf("{count}m", { count: state.payload?.delayMinutes || CLOUD_QUOTE_DELAY_MINUTES }),
     degraded: state.payload?.access === "delayed",
     focused,
@@ -90,5 +90,5 @@ export function useScannerStatusFooter(
     [segment, status],
   );
 
-  usePaneStatusFooter({ registrationId, info });
+  usePaneStatusFooter({ registrationId, info, hints: upgradeHint ? [upgradeHint] : undefined });
 }

package/src/plugins/builtin/scanner/flow-pane.tsx

@@ -1,19 +1,19 @@
 import { useCallback, useMemo, useState } from "react";
-import { Box, TextAttributes } from "../../../ui";
+import type { ScannerFlowEvent } from "../../../api-client";
 import {
   DataTableView,
+  PaneStatusBody,
   SelectButton,
   type DataTableCell,
   type DataTableColumn,
   type SelectButtonOption,
 } from "../../../components";
-import { ScannerWaitingState } from "./waiting";
 import { useAppSelector, usePaneSettingValue } from "../../../state/app/context";
 import { colors } from "../../../theme/colors";
-import { formatCompact, formatNumber } from "../../../utils/format";
-import type { PaneProps } from "../../../types/plugin";
-import type { ScannerFlowEvent } from "../../../api-client";
 import { TICKER_RESEARCH_PANE_ID } from "../../../types/config";
+import type { PaneProps } from "../../../types/plugin";
+import { Box, TextAttributes } from "../../../ui";
+import { formatCompact, formatNumber } from "../../../utils/format";
 import { usePluginPaneActions, usePluginTickerActions } from "../../runtime";
 import { ScannerDeniedState } from "./denied";
 import { useFlowFeed, useScannerStatusFooter } from "./feed";
@@ -87,6 +87,15 @@ function buildColumns(width: number): DataTableColumn[] {
   ];
 }
 
+// Stable table adapters so memoized rows survive feed ticks.
+const eventKey = (event: ScannerFlowEvent) => event.id;
+const renderRow = (
+  event: ScannerFlowEvent,
+  column: DataTableColumn,
+  _index: number,
+  rowState: { selected: boolean },
+) => renderCell(event, column, rowState);
+
 function renderCell(
   event: ScannerFlowEvent,
   column: DataTableColumn,
@@ -239,10 +248,10 @@ function FlowPane({ focused, width, height }: PaneProps) {
         sortColumnId={null}
         sortDirection="desc"
         onHeaderClick={() => {}}
-        getItemKey={(event) => event.id}
+        getItemKey={eventKey}
         onActivate={(event) => pinTicker(event.underlying, { floating: true, paneType: TICKER_RESEARCH_PANE_ID })}
-        renderCell={(event, column, _index, rowState) => renderCell(event, column, rowState)}
-        emptyContent={feed.payload ? undefined : <ScannerWaitingState />}
+        renderCell={renderRow}
+        emptyContent={feed.payload ? undefined : <PaneStatusBody loading loadingLabel="Waiting for the scanner..." />}
         emptyStateTitle={emptyState.title}
         emptyStateHint={emptyState.hint}
       />

package/src/plugins/builtin/scanner/hilo-pane.tsx

@@ -1,22 +1,22 @@
 import { useCallback, useMemo, useState } from "react";
-import { Box, TextAttributes } from "../../../ui";
+import type { ScannerHiloExtreme } from "../../../api-client";
 import {
   DataTableView,
+  PaneStatusBody,
   type DataTableCell,
   type DataTableColumn,
   type DataTableKeyEvent,
 } from "../../../components";
 import { usePaneSettingValue } from "../../../state/app/context";
 import { colors } from "../../../theme/colors";
-import { formatCompact, formatNumber } from "../../../utils/format";
-import type { PaneProps } from "../../../types/plugin";
-import type { ScannerHiloExtreme } from "../../../api-client";
 import { TICKER_RESEARCH_PANE_ID } from "../../../types/config";
+import type { PaneProps } from "../../../types/plugin";
+import { Box, TextAttributes } from "../../../ui";
+import { formatCompact, formatNumber } from "../../../utils/format";
 import { usePluginPaneActions, usePluginTickerActions } from "../../runtime";
 import { ScannerDeniedState } from "./denied";
 import { useHiloFeed, useScannerStatusFooter } from "./feed";
 import { HiloBars } from "./hilo-bars";
-import { ScannerWaitingState } from "./waiting";
 import { filterHiloRows, type HiloMinPrice, type HiloSort } from "./hilo-model";
 
 type Side = "lows" | "highs";
@@ -43,6 +43,20 @@ function buildColumns(width: number): DataTableColumn[] {
   ];
 }
 
+type RenderRow = (
+  row: ScannerHiloExtreme,
+  column: DataTableColumn,
+  index: number,
+  rowState: { selected: boolean },
+) => DataTableCell;
+
+// One adapter per side, created once, so the memoized table rows keep their
+// identity while the feed ticks.
+const RENDER_ROW: Record<Side, RenderRow> = {
+  highs: (row, column, _index, rowState) => renderCell("highs", row, column, rowState),
+  lows: (row, column, _index, rowState) => renderCell("lows", row, column, rowState),
+};
+
 function renderCell(
   side: Side,
   row: ScannerHiloExtreme,
@@ -137,8 +151,8 @@ function HiloPane({ focused, width, height }: PaneProps) {
       onHeaderClick={() => {}}
       getItemKey={rowKey}
       onActivate={(row) => pinTicker(row.symbol, { floating: true, paneType: TICKER_RESEARCH_PANE_ID })}
-      renderCell={(row, column, _index, rowState) => renderCell(side, row, column, rowState)}
-      emptyContent={feed.payload ? undefined : <ScannerWaitingState />}
+      renderCell={RENDER_ROW[side]}
+      emptyContent={feed.payload ? undefined : <PaneStatusBody loading loadingLabel="Waiting for the scanner..." />}
       emptyStateTitle="Nothing above the price filter yet."
     />
   );

package/src/plugins/builtin/sec/filing-content.test.ts

@@ -1,4 +1,6 @@
 import { describe, expect, test } from "bun:test";
+import { extractFilingContent } from "../../../sources/sec-edgar/content";
+import { filingPreviewTruncated } from "./filing-documents";
 import type { SecFilingDocument, SecFilingItem } from "../../../types/data-provider";
 import {
   buildInlineFilingContentTargets,
@@ -39,3 +41,17 @@ describe("SEC filing content cache", () => {
       .toEqual(["selected:exhibit.htm"]);
   });
 });
+
+test("preview coverage follows the extracted primary and inline exhibits, not unrelated cached documents", () => {
+  const selected = filing("selected");
+  const documents: SecFilingDocument[] = [{ document: "release.htm", type: "EX-99.1", url: "https://example.com/release.htm", isPrimary: false }];
+  const complete = extractFilingContent("<html><body><p>Complete terms.</p></body></html>", "text/html", { form: "8-K" });
+  const truncated = extractFilingContent(`<html><body><p>${"Important merger consideration. ".repeat(1000)}</p></body></html>`, "text/html", { form: "8-K" });
+  const cache = new Map([["selected", complete], ["unrelated", truncated]]);
+  expect(filingPreviewTruncated(selected, documents, cache)).toBe(false);
+  cache.set("selected:release.htm", truncated);
+  expect(filingPreviewTruncated(selected, documents, cache)).toBe(true);
+  cache.set("selected:release.htm", complete);
+  cache.set("selected", truncated);
+  expect(filingPreviewTruncated(selected, [], cache)).toBe(true);
+});

package/src/plugins/builtin/sec/filing-content.ts

@@ -1,14 +1,18 @@
-import { useEffect, useMemo, useState } from "react";
+import { useCallback, useEffect, useMemo, useRef, useState } from "react";
 import { useResolvedEntryValue, useSecFilingContent } from "../../../market-data/hooks";
+import { getSharedMarketDataCoordinator, resolveEntryValue } from "../../../market-data/coordinator";
 import type { SecFilingDocument, SecFilingItem } from "../../../types/data-provider";
 import { documentContentTarget, isInlineExhibitDocument } from "./filing-documents";
 
 interface ScopedFilingContentCache {
   scopeKey: string;
   values: Map<string, string | null>;
+  errors: Map<string, string>;
+  retryingKey: string | null;
 }
 
 const EMPTY_CONTENT_CACHE = new Map<string, string | null>();
+const EMPTY_ERRORS = new Map<string, string>();
 
 export function buildInlineFilingContentTargets(
   filing: SecFilingItem | null | undefined,
@@ -44,13 +48,20 @@ export function useSecFilingContentCache({
   const [state, setState] = useState<ScopedFilingContentCache>(() => ({
     scopeKey,
     values: new Map(),
+    errors: new Map(),
+    retryingKey: null,
   }));
   const contentCache = state.scopeKey === scopeKey ? state.values : EMPTY_CONTENT_CACHE;
+  const contentErrors = state.scopeKey === scopeKey ? state.errors : EMPTY_ERRORS;
+  const retryGeneration = useRef(0);
+  const activeScope = useRef(scopeKey);
+  activeScope.current = scopeKey;
 
   useEffect(() => {
     setState((current) => current.scopeKey === scopeKey
       ? current
-      : { scopeKey, values: new Map() });
+      : { scopeKey, values: new Map(), errors: new Map(), retryingKey: null });
+    return () => { retryGeneration.current += 1; };
   }, [scopeKey]);
 
   const nextTarget = useMemo(
@@ -69,14 +80,42 @@ export function useSecFilingContentCache({
     if (!settled) return;
     const key = nextTarget.accessionNumber;
     const content = phase === "error" ? null : resolvedContent;
+    const error = contentEntry?.error?.reasonCode === "NO_DATA" ? null : contentEntry?.error?.message;
     setState((current) => {
       if (current.scopeKey !== scopeKey || current.values.has(key)) return current;
       return {
         scopeKey,
         values: new Map(current.values).set(key, content),
+        errors: error ? new Map(current.errors).set(key, error) : current.errors,
+        retryingKey: current.retryingKey,
       };
     });
-  }, [contentEntry?.phase, nextTarget, resolvedContent, scopeKey]);
+  }, [contentEntry?.phase, contentEntry?.error, nextTarget, resolvedContent, scopeKey]);
+
+  // Successful accession content is immutable. Retry only selected documents
+  // that failed or had no readable content, preserving the sequential queue.
+  const retry = useCallback(async () => {
+    const coordinator = getSharedMarketDataCoordinator();
+    if (!coordinator || state.scopeKey !== scopeKey || state.retryingKey) return;
+    const generation = ++retryGeneration.current;
+    const seen = new Set<string>();
+    for (const target of targets) {
+      const key = target.accessionNumber;
+      if (seen.has(key) || !contentCache.has(key) || (contentCache.get(key) && !contentErrors.has(key))) continue;
+      seen.add(key);
+      if (activeScope.current !== scopeKey || generation !== retryGeneration.current) return;
+      setState((current) => current.scopeKey === scopeKey ? { ...current, retryingKey: key } : current);
+      const entry = await coordinator.loadSecFilingContent(target, { forceRefresh: true });
+      if (activeScope.current !== scopeKey || generation !== retryGeneration.current) return;
+      setState((current) => {
+        if (current.scopeKey !== scopeKey) return current;
+        const errors = new Map(current.errors);
+        if (entry.error && entry.error.reasonCode !== "NO_DATA") errors.set(key, entry.error.message);
+        else errors.delete(key);
+        return { ...current, values: new Map(current.values).set(key, resolveEntryValue(entry)), errors, retryingKey: null };
+      });
+    }
+  }, [contentCache, contentErrors, scopeKey, state.retryingKey, state.scopeKey, targets]);
 
   const pendingCount = useMemo(() => {
     const pending = new Set<string>();
@@ -88,7 +127,9 @@ export function useSecFilingContentCache({
 
   return {
     contentCache,
-    loadingKey: nextTarget?.accessionNumber ?? null,
-    pendingCount,
+    contentErrors,
+    retry,
+    loadingKey: state.scopeKey === scopeKey ? state.retryingKey ?? nextTarget?.accessionNumber ?? null : nextTarget?.accessionNumber ?? null,
+    pendingCount: pendingCount + (state.scopeKey === scopeKey && state.retryingKey ? 1 : 0),
   };
 }

package/src/plugins/builtin/sec/filing-display.tsx

@@ -1,6 +1,6 @@
 import { Box, Text } from "../../../ui";
 import { colors } from "../../../theme/colors";
-import { formatCompact, formatCurrency } from "../../../utils/format";
+import { formatCompact, formatCurrency, formatNumber } from "../../../utils/format";
 import { transactionTypeLabel, type InsiderTransaction } from "../insider/insider-data";
 
 const MONTH_NAMES = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"] as const;
@@ -8,7 +8,7 @@ const MONTH_NAMES = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Se
 export function formatFilingShortDate(value: Date | string | number): string {
   const date = value instanceof Date ? value : new Date(value);
   if (isNaN(date.getTime())) return "—";
-  return `${MONTH_NAMES[date.getMonth()]} ${String(date.getDate()).padStart(2, " ")} ${date.getFullYear()}`;
+  return `${MONTH_NAMES[date.getUTCMonth()]} ${String(date.getUTCDate()).padStart(2, " ")} ${date.getUTCFullYear()}`;
 }
 
 export function formatFilingMetaDate(value: Date): string {
@@ -16,6 +16,7 @@ export function formatFilingMetaDate(value: Date): string {
     month: "short",
     day: "numeric",
     year: "numeric",
+    timeZone: "UTC",
   });
 }
 
@@ -45,17 +46,22 @@ export function buildInsiderTransactionTitle(transaction: InsiderTransaction): s
   const value = transaction.totalValue != null
     ? ` | ${formatCurrency(transaction.totalValue)}`
     : "";
-  return `${type} ${formatCompact(transaction.shares)} shares${price}${value}`;
+  const shares = transaction.shares != null ? formatCompact(transaction.shares) : "—";
+  const security = transaction.securityTitle || "shares";
+  return `${type} ${shares} ${security}${transaction.isDerivative ? " (derivative)" : ""}${price}${value}`;
 }
 
 export function buildInsiderTransactionDetailBody(transaction: InsiderTransaction): string {
   const lines = [
-    `Transaction: ${transactionTypeLabel(transaction.transactionType)}`,
-    `Date: ${formatFilingShortDate(transaction.filingDate)}`,
-    `Shares: ${formatCompact(transaction.shares)}`,
+    `Transaction: ${transactionTypeLabel(transaction.transactionType)}${transaction.transactionType ? ` (${transaction.transactionType})` : ""}`,
+    `Transaction Date: ${transaction.filingDate ? formatFilingShortDate(transaction.filingDate) : "—"}`,
+    `Security: ${transaction.securityTitle || "—"}${transaction.isDerivative ? " (derivative)" : ""}`,
+    `Acquired/Disposed: ${transaction.acquiredDisposed === "A" ? "Acquired" : transaction.acquiredDisposed === "D" ? "Disposed" : transaction.acquiredDisposed || "—"}`,
+    `Shares: ${transaction.shares != null ? formatNumber(transaction.shares, Number.isInteger(transaction.shares) ? 0 : 4) : "—"}`,
     `Price/Share: ${transaction.pricePerShare != null ? formatCurrency(transaction.pricePerShare) : "—"}`,
     `Total Value: ${transaction.totalValue != null ? formatCurrency(transaction.totalValue) : "—"}`,
-    `Shares Owned After: ${transaction.sharesOwned != null ? formatCompact(transaction.sharesOwned) : "—"}`,
+    `Shares Owned After: ${transaction.sharesOwned != null ? formatNumber(transaction.sharesOwned, Number.isInteger(transaction.sharesOwned) ? 0 : 4) : "—"}`,
+    `Ownership: ${transaction.ownershipType === "D" ? "Direct" : transaction.ownershipType === "I" ? "Indirect" : transaction.ownershipType || "—"}${transaction.ownershipNature ? ` — ${transaction.ownershipNature}` : ""}`,
   ];
   return lines.join("\n");
 }