gloomberb 0.13.2 → 0.14.0

package/src/plugins/builtin/ticker-detail/overview-tab.tsx

@@ -1,65 +1,56 @@
-import { Box, ScrollBox, Text, useUiCapabilities } from "../../../ui";
-import { TextAttributes } from "../../../ui";
-import { useViewport } from "../../../react/input";
-import { useFxRatesMap } from "../../../market-data/hooks";
+import { EmptyState, SectionHeading, usePaneNoticeFooter } from "../../../components";
+import { CompositeChart, pricePointsToResolvedSeries } from "../../../components/chart/composite";
+import { CompanyLogo } from "../../../components/company-logo";
+import { PriceReturnStrip } from "../../../components/price-performance";
 import { t } from "../../../i18n";
+import { useFxRatesMap } from "../../../market-data/hooks";
+import { formatMarketPriceWithCurrency, formatSignedMarketPrice, quoteFormatOptions } from "../../../market-data/market/format";
+import { exchangeShortName, marketStateColor, marketStateLabel } from "../../../market-data/market/status";
+import { appendQuoteToPriceReturnHistory, buildPriceReturnFields } from "../../../market-data/performance";
+import { useViewport } from "../../../react/input";
 import { useAppSelector } from "../../../state/app/context";
 import { colors, priceColor } from "../../../theme/colors";
-import { convertCurrency, formatPercentRaw } from "../../../utils/format";
-import { formatMarketPriceWithCurrency, formatSignedMarketPrice } from "../../../market-data/market/format";
-import {
-  exchangeShortName,
-  marketStateColor,
-  marketStateLabel,
-} from "../../../market-data/market/status";
-import { selectEffectiveExchangeRates } from "../../../utils/exchange-rate-map";
-import { EmptyState } from "../../../components";
-import { CompanyLogo } from "../../../components/company-logo";
-import {
-  CompositeChart,
-  pricePointsToResolvedSeries,
-} from "../../../components/chart/composite";
-import { resolveExchangeTimeZone } from "../../../utils/exchanges";
-import { appendLiveQuotePoint } from "../../../time-series/chart-data";
-import { PriceReturnStrip } from "../../../components/price-performance";
-import {
-  appendQuoteToPriceReturnHistory,
-  buildPriceReturnFields,
-} from "../../../market-data/performance";
+import { appendLiveQuotePoint, hasUnknownBondHistoryBasis } from "../../../time-series/chart-data";
 import type { TickerFinancials } from "../../../types/financials";
 import type { TickerRecord } from "../../../types/ticker";
-import {
-  CompactRangeBar,
-  PositionTable,
-  QuoteBook,
-  SectionHeader,
-  StatGrid,
-} from "./overview/components";
+import { Box, ScrollBox, Text, TextAttributes, useUiCapabilities } from "../../../ui";
+import { selectEffectiveExchangeRates } from "../../../utils/exchange-rate-map";
+import { resolveExchangeTimeZone } from "../../../utils/exchanges";
+import { convertCurrency, displayWidth, formatPercentRaw, truncateToDisplayWidth } from "../../../utils/format";
+import { CompactRangeBar, PositionTable, QuoteBook, StatGrid } from "./overview/components";
 import { buildOverviewStats, buildPositionRows } from "./overview/model";
+import { describeFundamentalMarketCap, selectMarketCapitalization } from "../../../utils/market-capitalization";
 
-export function OverviewTab({
-  width,
-  ticker,
-  financials,
-}: {
+interface OverviewTabProps {
   width?: number;
+  focused?: boolean;
   ticker: TickerRecord | null;
   financials: TickerFinancials | null;
-}) {
+}
+
+export function OverviewTab(props: OverviewTabProps) {
+  if (!props.ticker) return <EmptyState title={t("No ticker selected.")} />;
+  return <ResolvedOverviewTab {...props} ticker={props.ticker} />;
+}
+
+function ResolvedOverviewTab({ width, focused = false, ticker, financials }: OverviewTabProps & { ticker: TickerRecord }) {
   const baseCurrency = useAppSelector((state) => state.config.baseCurrency);
   const exchangeRatesState = useAppSelector((state) => state.exchangeRates);
   const { width: termWidth } = useViewport();
   const { fractionalViewport = false, nativePaneChrome } = useUiCapabilities();
 
-  if (!ticker) return <EmptyState title={t("No ticker selected.")} />;
-
   const quote = financials?.quote;
   const fundamentals = financials?.fundamentals;
+  const capitalization = selectMarketCapitalization(quote, fundamentals);
   const profile = financials?.profile;
+  const instrumentType = quote?.instrumentType?.trim()
+    || financials?.quoteMetadata?.instrumentType?.trim()
+    || ticker.metadata.assetCategory;
   const exchangeRates = useFxRatesMap([
     baseCurrency,
     ticker.metadata.currency,
     quote?.currency,
+    capitalization?.currency,
     ...ticker.metadata.positions.map((position) => position.currency),
   ]);
   const effectiveExchangeRates = selectEffectiveExchangeRates(exchangeRates, exchangeRatesState);
@@ -81,7 +72,9 @@ export function OverviewTab({
   const contentWidth = Math.max((width || Math.floor(termWidth * 0.5)) - (fractionalViewport ? 2 : 4), 20);
   const chartWidth = contentWidth;
   const hasHistory = (financials?.priceHistory?.length ?? 0) > 2;
-  const chartHistory = appendLiveQuotePoint(financials?.priceHistory ?? [], quote);
+  const unknownHistoryBasis = hasUnknownBondHistoryBasis(quote, ticker.metadata.assetCategory, financials?.quoteMetadata?.instrumentType);
+  const historyQuote = unknownHistoryBasis ? undefined : quote;
+  const chartHistory = appendLiveQuotePoint(financials?.priceHistory ?? [], historyQuote);
   const chartDelta = (chartHistory.at(-1)?.close ?? 0) - (chartHistory[0]?.close ?? 0);
   const chartTimeZone = resolveExchangeTimeZone(
     ticker.metadata.exchange || quote?.listingExchangeName || quote?.exchangeName,
@@ -90,16 +83,40 @@ export function OverviewTab({
     id: `${ticker.metadata.ticker}:price`,
     label: `${ticker.metadata.ticker} Price`,
     color: priceColor(chartDelta),
-    unit: quoteCurrency,
+    unit: unknownHistoryBasis ? "unknown" : quoteCurrency,
     style: "area",
     axis: "right",
     panelId: "price",
     timeBasis: chartTimeZone ? { kind: "market", timeZone: chartTimeZone } : undefined,
   });
+  usePaneNoticeFooter({
+    registrationId: "overview-notices",
+    notices: [
+      ...(!quote && financials ? [t("Current quote unavailable. Other research data is still available.")] : []),
+      ...(priceSeries.warning ? [priceSeries.warning] : []),
+      ...(fundamentals?.unavailableFields?.includes("enterpriseValue")
+        ? [t("Enterprise value unavailable: the source observation failed validation.")] : []),
+      ...(capitalization?.provenance.kind === "fundamentals"
+        ? [`Market cap: ${describeFundamentalMarketCap(capitalization.provenance)}.`] : []),
+    ],
+    focused,
+  });
   const hasBidAsk = quote?.bid != null || quote?.ask != null;
   const quoteBookInline = hasBidAsk && contentWidth >= 68;
   const quoteBookWidth = quoteBookInline ? Math.min(32, Math.max(24, Math.floor(contentWidth * 0.3))) : Math.min(contentWidth, 32);
   const quoteSummaryWidth = quoteBookInline ? Math.max(20, contentWidth - quoteBookWidth - 2) : contentWidth;
+  const quoteOptions = quoteFormatOptions(quote, ticker.metadata.assetCategory, financials?.quoteMetadata?.instrumentType);
+  const quotePriceText = quote ? formatMarketPriceWithCurrency(quote.price, quote.currency, quoteOptions) : "";
+  const quoteChangeText = quote ? formatSignedMarketPrice(quote.change, quoteOptions) : "";
+  const quotePercentText = quote ? `(${formatPercentRaw(quote.changePercent)})` : "";
+  const quoteTextWidth = Math.max(1, quoteSummaryWidth - (nativePaneChrome ? 6 : 0));
+  const stackQuoteChange = displayWidth(quoteChangeText) + 1 + displayWidth(quotePercentText) > quoteTextWidth;
+  const stackQuoteSummary = displayWidth(quotePriceText) + 3 + displayWidth(quoteChangeText) + displayWidth(quotePercentText) > quoteTextWidth;
+  const companyName = ticker.metadata.name || quote?.name || "";
+  const marketStateText = quote?.marketState ? t(marketStateLabel(quote.marketState)) : "";
+  const companyNameWidth = Math.max(0, quoteSummaryWidth - (nativePaneChrome ? 6 : 0)
+    - ticker.metadata.ticker.length - (listingVenue ? listingVenue.length + 3 : 0)
+    - (marketStateText ? marketStateText.length + 1 : 0) - 3);
   const hasDayRange = quote?.low != null && quote?.high != null && quote.high > quote.low;
   const hasYearRange = quote?.low52w != null && quote?.high52w != null && quote.high52w > quote.low52w;
   const rangeInline = contentWidth >= 70 && hasDayRange && hasYearRange;
@@ -113,20 +130,12 @@ export function OverviewTab({
     quoteCurrency,
     baseCurrency,
     toBase,
+    marketCapExchangeRates: effectiveExchangeRates,
   });
   const performanceFields = buildPriceReturnFields(
-    appendQuoteToPriceReturnHistory(financials?.priceHistory ?? [], quote),
-  ).map((field) => {
-    if (field.value != null) return field;
-    if (field.id === "1Y" && fundamentals?.return1Y != null) {
-      return { ...field, value: fundamentals.return1Y };
-    }
-    if (field.id === "3Y" && fundamentals?.return3Y != null) {
-      return { ...field, value: fundamentals.return3Y };
-    }
-    return field;
-  });
-  const hasPerformance = performanceFields.some((field) => field.value != null);
+    appendQuoteToPriceReturnHistory(financials?.priceHistory ?? [], historyQuote),
+  );
+  const hasPerformance = performanceFields.some((field) => field.value != null || field.unavailableReason);
   const positionRows = buildPositionRows({
     ticker,
     quote,
@@ -139,50 +148,51 @@ export function OverviewTab({
     <ScrollBox flexGrow={1} flexBasis={0} scrollY focusable={false}>
       <Box flexDirection="column" paddingX={1} paddingTop={nativePaneChrome ? 1 : 0} paddingBottom={1} gap={1}>
         <Box flexDirection={quoteBookInline ? "row" : "column"} gap={quoteBookInline ? 2 : 0} width={contentWidth}>
-          <Box flexDirection="row" width={quoteSummaryWidth}>
+          <Box flexDirection="row" width={quoteSummaryWidth} flexShrink={0} minWidth={0} overflow="hidden">
             <CompanyLogo
               symbol={ticker.metadata.ticker}
               assetCategory={ticker.metadata.assetCategory}
               name={ticker.metadata.name || quote?.name}
             />
             <Box flexDirection="column" flexGrow={1} flexShrink={1} minWidth={0}>
-            <Box flexDirection="row">
-              <Text attributes={TextAttributes.BOLD} fg={colors.textBright}>
+            <Box flexDirection="row" minWidth={0} overflow="hidden">
+              <Text flexShrink={0} attributes={TextAttributes.BOLD} fg={colors.textBright}>
                 {ticker.metadata.ticker}
               </Text>
-              {(ticker.metadata.name || quote?.name) && (ticker.metadata.name || quote?.name) !== ticker.metadata.ticker && (
+              {companyName && companyName !== ticker.metadata.ticker && companyNameWidth > 0 && (
                 <Text fg={colors.textDim}>
-                  {" "}- {ticker.metadata.name || quote?.name || ""}
+                  {" "}- {truncateToDisplayWidth(companyName, companyNameWidth)}
                 </Text>
               )}
               {listingVenue && (
-                <Text fg={colors.textDim}>{" "}({listingVenue})</Text>
+                <Text flexShrink={0} fg={colors.textDim}>{" "}({listingVenue})</Text>
               )}
               {quote?.marketState && (
-                <Text fg={marketStateColor(quote.marketState)}>
+                <Text flexShrink={0} fg={marketStateColor(quote.marketState)}>
                   {" "}{t(marketStateLabel(quote.marketState))}
                 </Text>
               )}
             </Box>
 
             {quote && (
-              <Box flexDirection="row" gap={2}>
+              <Box flexDirection={stackQuoteSummary ? "column" : "row"} gap={stackQuoteSummary ? 0 : 2}>
                 <Text attributes={TextAttributes.BOLD} fg={colors.textBright}>
-                  {formatMarketPriceWithCurrency(quote.price, quote.currency, { assetCategory: ticker.metadata.assetCategory })}
-                </Text>
-                <Text fg={priceColor(quote.change)}>
-                  {formatSignedMarketPrice(quote.change, { assetCategory: ticker.metadata.assetCategory })} ({formatPercentRaw(quote.changePercent)})
+                  {quotePriceText}
                 </Text>
+                <Box flexDirection={stackQuoteChange ? "column" : "row"} gap={stackQuoteChange ? 0 : 1}>
+                  <Text fg={priceColor(quote.change)}>{quoteChangeText}</Text>
+                  <Text fg={priceColor(quote.change)}>{quotePercentText}</Text>
+                </Box>
               </Box>
             )}
             {quote && (quote.marketState === "PRE" || quote.marketState === "PREPRE") && quote.preMarketPrice != null && (
               <Box flexDirection="row" gap={2}>
                 <Text fg={colors.textDim}>{t("Pre-Market")}:</Text>
                 <Text fg={priceColor(quote.preMarketChange ?? 0)}>
-                  {formatMarketPriceWithCurrency(quote.preMarketPrice, quote.currency, { assetCategory: ticker.metadata.assetCategory })}
+                  {formatMarketPriceWithCurrency(quote.preMarketPrice, quote.currency, quoteOptions)}
                 </Text>
                 <Text fg={priceColor(quote.preMarketChange ?? 0)}>
-                  {formatSignedMarketPrice(quote.preMarketChange ?? 0, { assetCategory: ticker.metadata.assetCategory })} ({formatPercentRaw(quote.preMarketChangePercent ?? 0)})
+                  {formatSignedMarketPrice(quote.preMarketChange, quoteOptions)} ({formatPercentRaw(quote.preMarketChangePercent)})
                 </Text>
               </Box>
             )}
@@ -190,10 +200,10 @@ export function OverviewTab({
               <Box flexDirection="row" gap={2}>
                 <Text fg={colors.textDim}>{t("After-Hours")}:</Text>
                 <Text fg={priceColor(quote.postMarketChange ?? 0)}>
-                  {formatMarketPriceWithCurrency(quote.postMarketPrice, quote.currency, { assetCategory: ticker.metadata.assetCategory })}
+                  {formatMarketPriceWithCurrency(quote.postMarketPrice, quote.currency, quoteOptions)}
                 </Text>
                 <Text fg={priceColor(quote.postMarketChange ?? 0)}>
-                  {formatSignedMarketPrice(quote.postMarketChange ?? 0, { assetCategory: ticker.metadata.assetCategory })} ({formatPercentRaw(quote.postMarketChangePercent ?? 0)})
+                  {formatSignedMarketPrice(quote.postMarketChange, quoteOptions)} ({formatPercentRaw(quote.postMarketChangePercent)})
                 </Text>
               </Box>
             )}
@@ -204,7 +214,7 @@ export function OverviewTab({
           </Box>
 
           {quote && hasBidAsk && (
-            <QuoteBook quote={quote} assetCategory={ticker.metadata.assetCategory} width={quoteBookWidth} />
+            <QuoteBook quote={quote} assetCategory={quoteOptions.assetCategory} width={quoteBookWidth} />
           )}
         </Box>
 
@@ -218,7 +228,8 @@ export function OverviewTab({
                 label="Day Range"
                 width={rangeWidth}
                 currency={quoteCurrency}
-                assetCategory={ticker.metadata.assetCategory}
+                priceBasis={quote.priceBasis}
+                assetCategory={quoteOptions.assetCategory}
                 markerColor={rangeMarkerColor}
               />
             )}
@@ -230,7 +241,8 @@ export function OverviewTab({
                 label="52W Range"
                 width={rangeWidth}
                 currency={quoteCurrency}
-                assetCategory={ticker.metadata.assetCategory}
+                priceBasis={quote.priceBasis}
+                assetCategory={quoteOptions.assetCategory}
                 markerColor={rangeMarkerColor}
               />
             )}
@@ -252,32 +264,32 @@ export function OverviewTab({
 
         {hasPerformance && (
           <Box flexDirection="column">
-            <SectionHeader title={t("Price Return")} />
+            <SectionHeading title={t("Price Return")} />
             <PriceReturnStrip fields={performanceFields} width={contentWidth} />
           </Box>
         )}
 
         {stats.length > 0 && (
           <Box flexDirection="column">
-            <SectionHeader title={t("Fundamentals")} />
+            <SectionHeading title={t("Fundamentals")} />
             <StatGrid fields={stats} width={contentWidth} />
           </Box>
         )}
 
         {positionRows.length > 0 && (
           <Box flexDirection="column">
-            <SectionHeader title={t("Positions")} />
+            <SectionHeading title={t("Positions")} />
             <PositionTable rows={positionRows} width={contentWidth} />
           </Box>
         )}
 
         {/* Sector / Industry / Type */}
-        {(sector || industry || ticker.metadata.assetCategory) && (
+        {(sector || industry || instrumentType) && (
           <Box flexDirection="row" height={1} gap={3}>
-            {ticker.metadata.assetCategory && (
+            {instrumentType && (
               <Box flexDirection="row">
                 <Text fg={colors.textDim}>{t("Type")}: </Text>
-                <Text fg={colors.text}>{ticker.metadata.assetCategory}</Text>
+                <Text fg={colors.text}>{instrumentType}</Text>
               </Box>
             )}
             {sector && (
@@ -306,7 +318,7 @@ export function OverviewTab({
         {/* Description — last, collapsed */}
         {description && (
           <Box flexDirection="column" width={contentWidth}>
-            <SectionHeader title={t("Description")} />
+            <SectionHeading title={t("Description")} />
             <Text fg={colors.text} width={contentWidth} wrapMode="word" wrapText>{description}</Text>
           </Box>
         )}

package/src/plugins/builtin/ticker-detail/pane.tsx

@@ -12,6 +12,7 @@ import {
   usePaneInstance,
   usePaneStateValue,
   usePaneTicker,
+  usePaneAppConfig,
 } from "../../../state/app/context";
 import { useQuoteUpdates } from "../../../state/hooks/quote-streaming";
 import { getCollectionName, getCollectionTickerCount } from "../../../state/selectors";
@@ -28,6 +29,9 @@ import { TICKER_RESEARCH_BUILTIN_TABS } from "./research-tabs";
 import { useLiveStreamingSetting } from "../shared/live-streaming";
 import { useCloudAccessFooter } from "../shared/cloud-upgrade";
 import { CLOUD_QUOTE_DELAY_MINUTES } from "../shared/plan-access";
+import { parsePublicTickerKey } from "../../../utils/exchanges";
+import { tickerHasYahooSuffix } from "../../../sources/yahoo-finance/symbols";
+import { tickerQuoteFooterInfo } from "./quote-footer";
 
 const TICKER_RESEARCH_TAB_COMMIT_DELAY_MS = 120;
 
@@ -64,9 +68,9 @@ function useRegistryTickerResearchTabsSnapshot(registry: ReturnType<typeof getSh
 
 export function TickerResearchPane({ focused, width, height }: PaneProps) {
   const dispatch = useAppDispatch();
-  const config = useAppSelector((state) => state.config);
+  const config = usePaneAppConfig();
   const paneInstance = usePaneInstance();
-  const { ticker, financials } = usePaneTicker();
+  const { ticker, financials, error: instrumentError } = usePaneTicker();
   const liveStreaming = useLiveStreamingSetting();
   const streamingTarget = quoteSubscriptionTargetFromTicker(ticker, ticker?.metadata.ticker, "provider");
   const streamingTargets = useMemo(() => (
@@ -103,10 +107,22 @@ export function TickerResearchPane({ focused, width, height }: PaneProps) {
   useEffect(() => {
     if (!focused || !ticker || getCurrentPluginTarget() !== "web") return;
     const url = new URL(window.location.href);
+    if (ticker.metadata.broker_contracts?.length) {
+      for (const key of ["ticker", "exchange", "tab"]) url.searchParams.delete(key);
+      window.history.replaceState(window.history.state, "", url.href);
+      return;
+    }
     url.searchParams.set("ticker", ticker.metadata.ticker);
+    // A bare ticker can name different issuers on different venues. Keep the
+    // selected listing on reload, and replace any previous pane's venue.
+    if (ticker.metadata.exchange && !parsePublicTickerKey(ticker.metadata.ticker).exchange && !tickerHasYahooSuffix(ticker.metadata.ticker)) {
+      url.searchParams.set("exchange", ticker.metadata.exchange);
+    } else {
+      url.searchParams.delete("exchange");
+    }
     url.searchParams.set("tab", activeTabId);
     window.history.replaceState(window.history.state, "", url.href);
-  }, [focused, ticker?.metadata.ticker, activeTabId]);
+  }, [focused, ticker?.metadata.ticker, ticker?.metadata.exchange, activeTabId, ticker?.metadata.broker_contracts]);
   const [pluginCaptured, setPluginCaptured] = useState(false);
   useEffect(() => {
     if (focused && Number.isFinite(financials?.quote?.price) && (financials?.quote?.price ?? 0) > 0) {
@@ -119,20 +135,6 @@ export function TickerResearchPane({ focused, width, height }: PaneProps) {
   const collectionTickerCount = useAppSelector((state) => getCollectionTickerCount(state, collectionId));
   const collectionName = useAppSelector((state) => getCollectionName(state, collectionId));
 
-  // Cloud quotes are delayed on the free tier; a broker feed can still be live.
-  const cloudAccess = useCloudAccessFooter({
-    delayLabel: tf("{count}m", { count: CLOUD_QUOTE_DELAY_MINUTES }),
-    degraded: financials?.quote?.dataSource !== "live",
-    focused,
-    segmentId: "ticker-research-access",
-    shortcutScope: "ticker-research:upgrade",
-  });
-  usePaneFooter(
-    "ticker-research-access",
-    () => cloudAccess.segment ? { info: [cloudAccess.segment], order: -1 } : null,
-    [cloudAccess.segment],
-  );
-
   const disabledPlugins = config.disabledPlugins;
   const registry = getSharedRegistry();
   const tickerResearchTabsSnapshot = useRegistryTickerResearchTabsSnapshot(registry);
@@ -153,6 +155,27 @@ export function TickerResearchPane({ focused, width, height }: PaneProps) {
   const resolvedTabId = paneSettings.hideTabs
     ? resolveLockedTabId(paneSettings, allTabs)
     : (allTabs.some((tab) => tab.id === activeTabId) ? activeTabId : (allTabs[0]?.id ?? "overview"));
+  // Only quote/chart views use the parent quote status. Other research tabs
+  // own their data status (the options chain may have a different delay/feed).
+  const quoteFooterActive = resolvedTabId === "overview" || resolvedTabId === "chart";
+  const cloudAccess = useCloudAccessFooter({
+    delayLabel: tf("{count}m", { count: CLOUD_QUOTE_DELAY_MINUTES }),
+    degraded: financials?.quote?.dataSource !== "live",
+    focused: focused && quoteFooterActive,
+    segmentId: "ticker-research-access",
+    shortcutScope: "ticker-research:upgrade",
+  });
+  usePaneFooter(
+    "ticker-research-access",
+    () => quoteFooterActive ? {
+      // Chart owns additional footer actions, so keep its parent status compact.
+      info: tickerQuoteFooterInfo(financials?.quote, cloudAccess.segment, resolvedTabId === "overview" ? width : undefined),
+      hints: cloudAccess.hint ? [cloudAccess.hint] : undefined,
+      order: -1,
+    } : null,
+    [cloudAccess.hint, cloudAccess.segment, financials?.quote, quoteFooterActive, resolvedTabId, width],
+  );
+
   const tabBarHeight = paneSettings.hideTabs ? 0 : 1;
   const contentHeight = Math.max(1, height - tabBarHeight);
   const visibleTabIdKey = allTabs.map((tab) => tab.id).join("\0");
@@ -194,9 +217,9 @@ export function TickerResearchPane({ focused, width, height }: PaneProps) {
 
   if (!ticker) {
     const isEmptyFollowCollection = paneInstance?.binding?.kind === "follow" && !!collectionId && collectionTickerCount === 0;
-    const message = isEmptyFollowCollection
+    const message = instrumentError ?? (isEmptyFollowCollection
       ? tf("No tickers in {name}.", { name: collectionName || t("this collection") })
-      : t("No ticker selected.");
+      : t("No ticker selected."));
 
     return (
       <Box flexDirection="column" flexGrow={1} paddingX={1}>

package/src/plugins/builtin/ticker-detail/quote-footer.ts

@@ -0,0 +1,28 @@
+import type { PaneFooterSegment } from "../../../components/layout/pane/footer";
+import { t } from "../../../i18n";
+import { isQuoteStaleForCurrentSession } from "../../../market-data/quotes/freshness";
+import type { Quote } from "../../../types/financials";
+import { displayWidth } from "../../../utils/format";
+
+export function tickerQuoteFooterInfo(
+  quote: Quote | undefined,
+  access: PaneFooterSegment | null,
+  width?: number,
+): PaneFooterSegment[] {
+  const info: PaneFooterSegment[] = [];
+  if (isQuoteStaleForCurrentSession(quote)) {
+    const status: PaneFooterSegment = { id: "ticker-research-stale", parts: [{ text: t("Stale quote"), tone: "warning" }] };
+    const timestamp = new Date(quote!.lastUpdated);
+    if (width != null && quote!.lastUpdated > 0 && Number.isFinite(timestamp.getTime())) {
+      const sourceTime = `${timestamp.toISOString().slice(0, 16).replace("T", " ")}Z`;
+      const accessWidth = access ? displayWidth(access.parts.map((part) => part.text).join(" ")) + 1 : 0;
+      // Keep the warning and the existing entitlement action intact in narrow panes.
+      if (displayWidth(status.parts[0]!.text) + 1 + sourceTime.length + accessWidth <= width - 2) {
+        status.parts.push({ text: sourceTime, tone: "muted" });
+      }
+    }
+    info.push(status);
+  }
+  if (access) info.push(access);
+  return info;
+}

package/src/plugins/builtin/ticker-detail/quote-monitor/card.tsx

@@ -7,8 +7,9 @@ import { resolveEntryData } from "../../../../market-data/selectors";
 import { useDoubleClickActivation } from "../../../../components/use-double-click-activation";
 import { colors, priceColor } from "../../../../theme/colors";
 import { formatPercentRaw } from "../../../../utils/format";
-import { formatMarketPriceWithCurrency, formatSignedMarketPrice } from "../../../../market-data/market/format";
+import { formatMarketPriceWithCurrency, quoteFormatOptions, formatSignedMarketPrice } from "../../../../market-data/market/format";
 import { getActiveQuoteDisplay } from "../../../../market-data/market/status";
+import { isQuoteStaleForCurrentSession } from "../../../../market-data/quotes/freshness";
 import { useQuoteFlashDirection } from "../../../../components/quote-flash";
 import {
   PriceAreaSparklineBackground,
@@ -29,15 +30,17 @@ const UNKNOWN_SYMBOL_REASONS = new Set(["NOT_FOUND", "BAD_MAPPING"]);
 interface QuoteStatus {
   failed: boolean;
   text: string;
+  stale?: boolean;
 }
 
-function resolveQuoteStatus(entry: QueryEntry<Quote> | null, symbol: string): QuoteStatus {
+function resolveQuoteStatus(entry: QueryEntry<Quote> | null, symbol: string, quote: Quote | null | undefined): QuoteStatus {
   const error = entry?.error;
   if (error) {
     return UNKNOWN_SYMBOL_REASONS.has(error.reasonCode)
       ? { failed: true, text: `${symbol} not recognized` }
       : { failed: true, text: error.message || "Quote unavailable" };
   }
+  if (isQuoteStaleForCurrentSession(quote)) return { failed: true, text: "Stale quote", stale: true };
   if (entry?.phase === "ready") return { failed: false, text: "No quote data" };
   return { failed: false, text: "Loading quote..." };
 }
@@ -81,27 +84,30 @@ export function QuoteMonitorCard({
   );
   const flashDirection = useQuoteFlashDirection(flashFinancials, valueFlashingEnabled);
   const display = getActiveQuoteDisplay(quote);
-  const quoteStatus = resolveQuoteStatus(quoteEntry, symbol);
+  const quoteStatus = resolveQuoteStatus(quoteEntry, symbol, quote);
   const quoteFailed = quoteStatus.failed && !!display;
   const changeColor = quoteFailed ? colors.textDim : priceColor(display?.change ?? 0);
   const priceAttributes = flashDirection ? TextAttributes.DIM : TextAttributes.BOLD;
   const changeAttributes = flashDirection ? TextAttributes.DIM : TextAttributes.NONE;
   const currency = quote?.currency ?? ticker?.metadata.currency ?? "USD";
+  const assetCategory = quote?.instrumentType ?? ticker?.metadata.assetCategory;
   const stacked = width < 31;
+  const compactQuoteFailure = quoteFailed && stacked && height <= 3;
   const priceText = display
-    ? formatMarketPriceWithCurrency(display.price, currency, { assetCategory: ticker?.metadata.assetCategory })
+    ? formatMarketPriceWithCurrency(display.price, currency, quoteFormatOptions(quote, assetCategory, cachedFinancials?.quoteMetadata?.instrumentType))
     : "";
   const changePercentText = display ? formatPercentRaw(display.changePercent) : "";
-  const changeValueText = display ? formatSignedMarketPrice(display.change, { assetCategory: ticker?.metadata.assetCategory }) : "";
+  const changeValueText = display ? formatSignedMarketPrice(display.change, quoteFormatOptions(quote, assetCategory, cachedFinancials?.quoteMetadata?.instrumentType)) : "";
   const priceColumnWidth = Math.max(priceText.length, changePercentText.length + changeValueText.length + 1);
   const nameMaxWidth = Math.max(10, width - priceColumnWidth - (nativePaneChrome ? 5 : 3));
   const sparklineRange = resolvePriceSparklineRange(priceHistory, chartPeriod);
   const rangeLabel = sparklineRange
-    ? `${chartPeriod} ${formatMarketPriceWithCurrency(sparklineRange.min, currency, { assetCategory: ticker?.metadata.assetCategory })}-${formatMarketPriceWithCurrency(sparklineRange.max, currency, { assetCategory: ticker?.metadata.assetCategory })}`
+    ? `${chartPeriod} ${formatMarketPriceWithCurrency(sparklineRange.min, currency, { assetCategory })}-${formatMarketPriceWithCurrency(sparklineRange.max, currency, { assetCategory })}`
     : "";
   const sparklineWidth = Math.max(8, width - (nativePaneChrome ? rangeLabel.length + 5 : 2));
   const trend = quoteTrend(display?.change);
   const terminalSparklineHeight = !nativePaneChrome && !stacked && height >= 4 ? 2 : 1;
+  const showTerminalSparkline = !quoteFailed || height >= (stacked ? 3 : 2) + 1 + terminalSparklineHeight;
   const desktopPriceStyle = nativePaneChrome
     ? {
         fontSize: "22px",
@@ -271,7 +277,7 @@ export function QuoteMonitorCard({
               </Text>
               <Box flexDirection="column">
                 <Text attributes={priceAttributes} fg={changeColor} style={desktopPriceStyle}>
-                  {priceText}
+                  {compactQuoteFailure ? `${priceText} · ${quoteStatus.stale ? "STALE" : "ERROR"}` : priceText}
                 </Text>
                 <Box flexDirection="row" gap={1}>
                   <Text fg={changeColor} attributes={changeAttributes} style={desktopChangeStyle}>{changePercentText}</Text>
@@ -322,7 +328,10 @@ export function QuoteMonitorCard({
             </Box>
           )}
 
-          <Box height={terminalSparklineHeight} flexDirection="row" alignItems="center" gap={1}>
+          {quoteFailed && !compactQuoteFailure && (
+            <Box height={1} overflow="hidden"><Text fg={colors.negative}>{quoteStatus.text}</Text></Box>
+          )}
+          {showTerminalSparkline && <Box height={terminalSparklineHeight} flexDirection="row" alignItems="center" gap={1}>
             <PriceSparkline
               priceHistory={priceHistory}
               width={sparklineWidth}
@@ -336,7 +345,7 @@ export function QuoteMonitorCard({
                 {rangeLabel}
               </Text>
             )}
-          </Box>
+          </Box>}
         </Box>
       )}
     </Box>