gloomberb 0.15.2 → 0.15.4

package/src/time-series/resolve.ts

@@ -2,7 +2,7 @@ import { resolveAssetDisplayKind } from "../market-data/market/format";
 import { hasValidQuoteObservationTime } from "../market-data/quotes/freshness";
 import { SnapshotHistoryUnavailableError } from "../market-data/snapshot-provider";
 import { financialPeriodCoverage, financialPeriodCoverageWarnings, limitSeriesObservations } from "./financial-period-coverage";
-import { HistoryCoverageError, historyCoverageNotice, isShellLondonTarget } from "../sources/history-coverage";
+import { HistoryCoverageError, historyCoverageNotice } from "../sources/history-coverage";
 import { HISTORY_RETENTION_MAX_AGE_MS, canonicalHistoryInterval, isHistoryRetentionError, parseHistoryRecoveryCandidate, type HistoryRecoveryCandidate, type HistoryRetentionError } from "../sources/history-retention";
 import { getRouterEntityKey } from "../sources/provider-router/cache";
 import { publicListingTarget } from "../sources/listing-target";
@@ -27,11 +27,10 @@ import {
   intersectChartResolutionSupport,
   isIntradayResolution,
   normalizeChartResolutionSupport,
-  TIME_RANGE_ORDER,
   type ChartResolutionSupport,
   type ManualChartResolution,
 } from "./resolution";
-import type { TimeRange } from "./range";
+import { TIME_RANGES, type TimeRange } from "./range";
 import type { DataProvider, MarketDataRequestContext } from "../types/data-provider";
 import type { Quote, QuoteMetadata, TickerFinancials } from "../types/financials";
 import { mergeQuoteMetadata, quoteMetadataFromQuote, quoteMetadataMatchesTarget } from "../market-data/quotes/metadata";
@@ -77,6 +76,8 @@ import {
   resolveExchangeTimeZone,
 } from "../utils/exchanges";
 import { getPricePointTimestamp, isPriceHistoryStaleForCurrentWindow } from "../utils/price-history";
+import { futuresGenericCaption, futuresGenericListing, futuresGenericPriceBasis } from "../utils/futures-generic";
+import { isOhlcSeriesStyle } from "./spec";
 import type {
   ChartResolutionResult,
   ChartSeriesSpec,
@@ -473,7 +474,7 @@ function calculationBounds(
 
 function trailingRangeForStart(start: number | null, referenceDate: Date): TimeRange {
   if (start === null) return "ALL";
-  for (const range of TIME_RANGE_ORDER) {
+  for (const range of TIME_RANGES) {
     if (range === "ALL" || start >= subtractTimeRange(referenceDate, range).getTime()) return range;
   }
   return "ALL";
@@ -816,10 +817,8 @@ async function loadPriceHistory(
     if (error instanceof HistoryCoverageError) coverageNotice ??= error.message;
     if (isHistoryRetentionError(error)) retentionError ??= error;
   };
-  const observeCoverage = (points: TickerFinancials["priceHistory"]) => {
-    if (isShellLondonTarget(source.instrument.symbol, source.instrument.exchange)) {
-      coverageNotice ??= historyCoverageNotice(points, request.visibleBounds.start);
-    }
+  const observeCoverage = (result: PriceHistoryResult) => {
+    coverageNotice ??= historyCoverageNotice(result.coverageStart, request.visibleBounds.start);
   };
   const accepted = (points: TickerFinancials["priceHistory"]) => points.length > 0
     && (!request.explicitWindow || historyIntersectsBounds(points, request.visibleBounds));
@@ -830,7 +829,7 @@ async function loadPriceHistory(
       const result = (await fetchHistoryResult(provider, source.instrument.symbol, source.instrument.exchange ?? "",
         { kind: "detail", start: detailStart, end: detailEnd, interval: request.resolution }, context))!;
       const { points } = result;
-      observeCoverage(points);
+      observeCoverage(result);
       if (accepted(points)) return result;
     } catch (error) { observeFailure(error); }
   }
@@ -839,7 +838,7 @@ async function loadPriceHistory(
       const result = (await fetchHistoryResult(provider, source.instrument.symbol, source.instrument.exchange ?? "",
         { kind: "resolution", range: request.fallbackRange, resolution: request.resolution }, context))!;
       const { points } = result;
-      observeCoverage(points);
+      observeCoverage(result);
       if (accepted(points)) {
         rememberParsedPriceHistory(parsedPriceHistoryKey(source.instrument, request.fallbackRange, request.resolution), points, result);
         return result;
@@ -874,7 +873,7 @@ async function loadPriceHistory(
           const result = (await fetchHistoryResult(provider, source.instrument.symbol, source.instrument.exchange ?? "",
             { kind: "detail", start: new Date(start), end: new Date(end), interval: request.resolution }, { ...context, historyRecovery: candidate }))!;
           const { points } = result;
-          observeCoverage(points);
+          observeCoverage(result);
           if (accepted(points)) return { ...result, expiresAt: retryAt,
             recovery: { sourceKey: candidate.sourceKey, start, end, requiredWarmupPoints: request.requiredWarmupPoints,
               usableWarmupPoints: retainedWarmup(points, request.visibleBounds.start) } };
@@ -899,13 +898,13 @@ async function loadPriceHistory(
       CHART_RESOLUTION_STEP_MS[resolution] > CHART_RESOLUTION_STEP_MS[request.resolution]
       && isResolutionFineEnoughForMarketPeriod(resolution, source.period)
       && request.support.some((entry) => entry.resolution === resolution
-        && TIME_RANGE_ORDER.indexOf(entry.maxRange) >= TIME_RANGE_ORDER.indexOf(request.fallbackRange))) : undefined;
+        && TIME_RANGES.indexOf(entry.maxRange) >= TIME_RANGES.indexOf(request.fallbackRange))) : undefined;
   if (coarser) {
     try {
       const result = (await fetchHistoryResult(provider, source.instrument.symbol, source.instrument.exchange ?? "",
         { kind: "resolution", range: request.fallbackRange, resolution: coarser }, context))!;
       const { points } = result;
-      observeCoverage(points);
+      observeCoverage(result);
       if (accepted(points)) {
         rememberParsedPriceHistory(parsedPriceHistoryKey(source.instrument, request.fallbackRange, coarser), points, result);
         return { ...result, expiresAt: retryAt };
@@ -925,7 +924,7 @@ async function loadPriceHistory(
     return fail(coverageNotice ?? (error instanceof Error ? error.message : String(error)));
   }
   const { points } = result;
-  observeCoverage(points);
+  observeCoverage(result);
   if (points.length === 0 && coverageNotice) return fail(coverageNotice);
   if (request.explicitWindow && points.length > 0 && !historyIntersectsBounds(points, request.visibleBounds)) {
     return fail(coverageNotice ?? `Price history for the requested window is unavailable for ${instrumentLabel(source)}.`);
@@ -960,9 +959,15 @@ function baseSecuritySeries(
   const unitTemplate = field.unitGroup === "price" && isMarketFieldId(field.id)
     ? unknownBondBasis ? "unknown" : `currency${assetKind === "equity" ? "/share" : assetKind === "crypto" ? "/unit" : ""}`
     : field.unit;
+  const generic = field.unitGroup === "price"
+    ? futuresGenericListing(spec.source.instrument.symbol, spec.source.instrument.exchange) : null;
+  // A generic future on an index, VIX or Treasuries reads in points or 32nds, not dollars.
+  const genericBasis = generic && isMarketFieldId(field.id) ? futuresGenericPriceBasis(generic) : null;
+  const genericUnit = genericBasis === "points" ? "points" : genericBasis === "thirty-seconds" ? "32nds" : null;
   const unit = field.id === "market.volume" ? volumeUnit ?? ""
-    : unitTemplate.startsWith("currency") && currency ? unitTemplate.replace("currency", currency) : unitTemplate;
-  const currencyUnitGroup = unknownBondBasis && field.unitGroup === "price" ? "price:unknown"
+    : genericUnit ?? (unitTemplate.startsWith("currency") && currency ? unitTemplate.replace("currency", currency) : unitTemplate);
+  const currencyUnitGroup = genericUnit ? `${field.unitGroup}:${genericUnit}`
+    : unknownBondBasis && field.unitGroup === "price" ? "price:unknown"
     : field.unit.startsWith("currency") && currency
     ? `${field.unitGroup}:${currency}`
     : field.unitGroup;
@@ -980,9 +985,13 @@ function baseSecuritySeries(
     ? financials.quote.changePercent
     : undefined;
   const priceIssues = valuationPriceIssues(financials, spec.source);
+  // A source with closes only, such as a generic future, has flat bars (open,
+  // high and low filled from the close): nothing to draw as candles.
+  const closesOnly = marketField && points.length > 1
+    && points.every((point) => [point.open, point.high, point.low].every((value) => value == null || value === point.close));
   return {
     id: spec.id,
-    label: spec.label?.trim() || `${symbol} ${field.shortLabel}`,
+    label: spec.label?.trim() || (generic ? futuresGenericCaption(generic) : `${symbol} ${field.shortLabel}`),
     color: spec.color ?? SERIES_COLORS[index % SERIES_COLORS.length]!,
     unit,
     unitGroup: currencyUnitGroup,
@@ -997,7 +1006,7 @@ function baseSecuritySeries(
     ...(marketField ? { historyResolution: marketResolution } : {}),
     timestampMode: spec.source.timestampMode,
     dataShape: field.dataShape,
-    style: spec.style,
+    style: closesOnly && isOhlcSeriesStyle(spec.style ?? field.defaultStyle) ? "line" : spec.style,
     transform: spec.transform,
     axis: spec.axis === "right" ? "right" : "left",
     panelId: spec.panelId,
@@ -1486,8 +1495,7 @@ export async function resolveChartSpecData(
     }
     cache.priceHistoryRefreshAfter.delete(key);
     const history = loaded.points;
-    const coverageNotice = isShellLondonTarget(source.instrument.symbol, source.instrument.exchange)
-      ? historyCoverageNotice(history, request.visibleBounds.start) : null;
+    const coverageNotice = historyCoverageNotice(loaded.coverageStart, request.visibleBounds.start);
     if (coverageNotice) priorityWarnings.push(coverageNotice);
     // Only proven equal cadences can share an accumulated observation window.
     // An opaque default result stays attached to its original acquisition.

package/src/time-series/session-history.ts

@@ -10,7 +10,7 @@ import {
 import { resolveExchangeTimeZone } from "../utils/exchanges";
 import { getPricePointTimestamp } from "../utils/price-history";
 import { pricePointIntegrity } from "../utils/price-history-integrity";
-import { zonedWallClockToUtcMs } from "../utils/zoned-date-time";
+import { zonedDateKey, zonedWallClockToUtcMs } from "../utils/zoned-date-time";
 import { fetchHistoryResult } from "../sources/history-result";
 import type { PriceHistoryResult } from "../types/price-history";
 
@@ -49,25 +49,6 @@ const DATE_ONLY_PATTERN = /^(\d{4})-(\d{2})-(\d{2})$/;
 const HISTORICAL_RETRY_DELAY_MS = 61 * 60_000;
 const DAY_MS = 24 * 60 * 60_000;
 
-function sessionDateFormatter(timeZone: string): Intl.DateTimeFormat {
-  return new Intl.DateTimeFormat("en-US", {
-    timeZone,
-    year: "numeric",
-    month: "2-digit",
-    day: "2-digit",
-  });
-}
-
-function sessionDate(timestamp: number, timeZone: string): string {
-  const parts = new Map(
-    sessionDateFormatter(timeZone)
-      .formatToParts(new Date(timestamp))
-      .filter((part) => part.type !== "literal")
-      .map((part) => [part.type, part.value]),
-  );
-  return `${parts.get("year")}-${parts.get("month")}-${parts.get("day")}`;
-}
-
 export function parseSessionDate(value: string): {
   year: number;
   month: number;
@@ -135,7 +116,7 @@ function normalizedPoints(points: readonly PricePoint[]): PricePoint[] {
 }
 
 export function intradaySessionDates(points: readonly PricePoint[], timeZone: string): string[] {
-  return [...new Set(normalizedPoints(points).map((point) => sessionDate(getPricePointTimestamp(point), timeZone)))];
+  return [...new Set(normalizedPoints(points).map((point) => zonedDateKey(getPricePointTimestamp(point), timeZone)))];
 }
 
 export function resolveIntradaySessionWindow(
@@ -150,7 +131,7 @@ export function resolveIntradaySessionWindow(
   const normalized = normalizedPoints(points);
   const bySession = new Map<string, PricePoint[]>();
   for (const point of normalized) {
-    const date = sessionDate(getPricePointTimestamp(point), timeZone);
+    const date = zonedDateKey(getPricePointTimestamp(point), timeZone);
     const sessionPoints = bySession.get(date) ?? [];
     sessionPoints.push(point);
     bySession.set(date, sessionPoints);
@@ -180,7 +161,7 @@ export function hasIntradayBars(window: IntradayWindow, timeZone = "UTC"): boole
   const pointsBySession = new Map<string, number[]>();
   for (const point of window.points) {
     const timestamp = getPricePointTimestamp(point);
-    const date = sessionDate(timestamp, timeZone);
+    const date = zonedDateKey(timestamp, timeZone);
     const timestamps = pointsBySession.get(date) ?? [];
     timestamps.push(timestamp);
     pointsBySession.set(date, timestamps);

package/src/time-series/spec.ts

@@ -1,5 +1,5 @@
 import { CHART_RESOLUTIONS, TIME_RANGES, type ChartResolution, type TimeRange } from "./range";
-import { isRealizedVolatilityEstimator } from "../plugins/builtin/shared/volatility/realized";
+import { isRealizedVolatilityEstimator } from "../market-data/realized-volatility";
 import { getChartResolutionLabel } from "./resolution";
 import {
   canonicalTimeSeriesFieldId,
@@ -31,6 +31,7 @@ import {
   isValidChartCapabilityId,
   isValidChartSeriesId,
 } from "../capabilities/chart-series";
+import { recordOrNull } from "../utils/guards";
 
 const RANGE_SET = new Set<TimeRange>(TIME_RANGES);
 const RESOLUTIONS = new Set<ChartResolution>(CHART_RESOLUTIONS);
@@ -92,12 +93,6 @@ export interface ChartSpecValidationResult {
   warnings: ChartSpecIssue[];
 }
 
-function record(value: unknown): Record<string, unknown> | null {
-  return typeof value === "object" && value !== null && !Array.isArray(value)
-    ? value as Record<string, unknown>
-    : null;
-}
-
 function nonEmptyString(value: unknown): string | null {
   return typeof value === "string" && value.trim() !== "" ? value.trim() : null;
 }
@@ -134,7 +129,7 @@ function cloneSpec(spec: ChartSpec): ChartSpec {
 }
 
 function normalizeSource(value: unknown): ChartSeriesSource | null {
-  const source = record(value);
+  const source = recordOrNull(value);
   if (!source) return null;
   if (source.kind === "economic") {
     const seriesId = nonEmptyString(source.seriesId);
@@ -150,7 +145,7 @@ function normalizeSource(value: unknown): ChartSeriesSource | null {
     return { kind: "capability", capabilityId, seriesId };
   }
   if (source.kind !== "security") return null;
-  const instrument = record(source.instrument);
+  const instrument = recordOrNull(source.instrument);
   const symbol = nonEmptyString(instrument?.symbol);
   const fieldId = nonEmptyString(source.fieldId);
   if (!instrument || !symbol || !fieldId) return null;
@@ -171,7 +166,7 @@ function normalizeSource(value: unknown): ChartSeriesSource | null {
 }
 
 function normalizedDateWindow(value: unknown): { start: string; end: string } | undefined {
-  const window = record(value);
+  const window = recordOrNull(value);
   const start = nonEmptyString(window?.start);
   const end = nonEmptyString(window?.end);
   if (!start || !end) return undefined;
@@ -182,7 +177,7 @@ function normalizedDateWindow(value: unknown): { start: string; end: string } |
 }
 
 function normalizePanel(value: unknown, index: number, seen: Set<string>): ChartPanelSpec | null {
-  const panel = record(value);
+  const panel = recordOrNull(value);
   if (!panel) return null;
   const id = uniqueId(panel.id, "panel", index, seen);
   const height = typeof panel.height === "number" && Number.isFinite(panel.height) && panel.height > 0
@@ -202,7 +197,7 @@ function normalizeSeries(
   seen: Set<string>,
   defaultPanelId: string,
 ): ChartSeriesSpec | null {
-  const entry = record(value);
+  const entry = recordOrNull(value);
   if (!entry) return null;
   const source = normalizeSource(entry.source);
   if (!source) return null;
@@ -253,10 +248,10 @@ function normalizeStudy(
   seen: Set<string>,
   defaultPanelId: string,
 ): ChartStudySpec | null {
-  const study = record(value);
+  const study = recordOrNull(value);
   if (!study || !STUDIES.has(study.kind as ChartStudyKind)) return null;
   const parameters: ChartStudySpec["parameters"] = {};
-  const rawParameters = record(study.parameters);
+  const rawParameters = recordOrNull(study.parameters);
   for (const [key, parameter] of Object.entries(rawParameters ?? {})) {
     if (typeof parameter === "number" && Number.isFinite(parameter)) parameters[key] = parameter;
     else if (study.kind === "realized-vol" && key === "estimator" && typeof parameter === "string") parameters[key] = parameter;
@@ -277,10 +272,10 @@ function normalizeStudy(
 
 /** Normalizes persisted or user-authored data into the current versioned chart spec. */
 export function normalizeChartSpec(value: unknown, fallback: ChartSpec = DEFAULT_CHART_SPEC): ChartSpec {
-  const input = record(value);
+  const input = recordOrNull(value);
   if (!input) return cloneSpec(fallback);
   const fallbackCopy = cloneSpec(fallback);
-  const viewport = record(input.viewport);
+  const viewport = recordOrNull(input.viewport);
   const panelIds = new Set<string>();
   let panels = (Array.isArray(input.panels) ? input.panels : fallbackCopy.panels)
     .map((panel, index) => normalizePanel(panel, index, panelIds))

package/src/time-series/studies.ts

@@ -1,7 +1,7 @@
 import { alignTimeSeries, effectiveTimeSeriesPointTime, scalarPointValue } from "./alignment";
 import { mergePriceHistoryIntegrity } from "../utils/price-history-integrity";
 import { resolveCurrencyUnit } from "../utils/currency-units";
-import { isRealizedVolatilityEstimator, realizedVolatilityCadenceIssue, rollingRealizedVolatility } from "../plugins/builtin/shared/volatility/realized";
+import { isRealizedVolatilityEstimator, realizedVolatilityCadenceIssue, rollingRealizedVolatility } from "../market-data/realized-volatility";
 import type { ManualChartResolution } from "./resolution";
 import type {
   ChartStudyKind,
@@ -13,6 +13,7 @@ import type {
   SeriesStyle,
   TimeSeriesPoint,
 } from "./types";
+import { isFiniteNumber } from "../utils/guards";
 
 export interface StudyResolutionResult {
   series: ResolvedSeries[];
@@ -32,12 +33,8 @@ export interface IndexedValue {
 
 const STUDY_COLORS = ["#f6c85f", "#4dabf7", "#b197fc", "#63e6be", "#ffa94d", "#ff6b6b"];
 
-function finiteNumber(value: unknown): value is number {
-  return typeof value === "number" && Number.isFinite(value);
-}
-
 function positiveInteger(value: unknown, fallback: number): number {
-  return finiteNumber(value) && value > 0 ? Math.max(1, Math.floor(value)) : fallback;
+  return isFiniteNumber(value) && value > 0 ? Math.max(1, Math.floor(value)) : fallback;
 }
 
 function samplesFor(series: ResolvedSeries): NumericSample[] {
@@ -252,7 +249,7 @@ function resolveBollinger(
   color: string,
 ): ResolvedSeries[] {
   const period = studyPeriod(spec, 20);
-  const deviations = finiteNumber(spec.parameters.stdDev) && spec.parameters.stdDev > 0
+  const deviations = isFiniteNumber(spec.parameters.stdDev) && spec.parameters.stdDev > 0
     ? spec.parameters.stdDev
     : 2;
   const samples = samplesFor(input);
@@ -349,17 +346,17 @@ function resolveMacd(spec: ChartStudySpec, input: ResolvedSeries, color: string)
   ];
 }
 
-function resolveVolume(spec: ChartStudySpec, input: ResolvedSeries, color: string): ResolvedSeries[] {
+function resolveVolume(spec: ChartStudySpec, input: ResolvedSeries, color: string, nameInput: boolean): ResolvedSeries[] {
   // Spot FX and similar quotes report 0 for every bar: there is no volume to
   // plot, so the study adds no panel rather than an empty one.
   if (input.points.some((point) => point.volume === 0) && input.points.every((point) => !point.volume)) return [];
   const points = [...input.points]
     .sort((left, right) => left.date.getTime() - right.date.getTime())
-    .flatMap((point) => finiteNumber(point.volume)
+    .flatMap((point) => isFiniteNumber(point.volume)
       ? [derivedPoint({ point, value: point.volume }, point.volume)]
       : []);
   return [outputSeries(spec, input, {
-    label: `Volume ${input.label}`,
+    label: nameInput ? `Volume ${input.label}` : "Volume",
     points,
     color,
     unit: input.volumeUnit ?? "",
@@ -470,7 +467,7 @@ function pairedSamples(left: ResolvedSeries, right: ResolvedSeries, carryForward
   }).flatMap((row) => {
     const leftValue = row.values[left.id];
     const rightValue = row.values[right.id];
-    if (!finiteNumber(leftValue?.value) || !finiteNumber(rightValue?.value)) return [];
+    if (!isFiniteNumber(leftValue?.value) || !isFiniteNumber(rightValue?.value)) return [];
     const availability = Math.max(
       leftValue.point.availableAt?.getTime() ?? leftValue.point.date.getTime(),
       rightValue.point.availableAt?.getTime() ?? rightValue.point.date.getTime(),
@@ -505,7 +502,7 @@ function resolvePairStudy(
 ): ResolvedSeries[] {
   const paired = pairedSamples(left, right, spec.kind !== "correlation");
   if (spec.kind === "ratio" || spec.kind === "spread") {
-    const multiplier = finiteNumber(spec.parameters.multiplier) ? spec.parameters.multiplier : 1;
+    const multiplier = isFiniteNumber(spec.parameters.multiplier) ? spec.parameters.multiplier : 1;
     const points = paired.map((sample) => derivedPoint(
       { point: sample.point, value: sample.left },
       spec.kind === "ratio"
@@ -591,6 +588,7 @@ function requiredInputs(kind: ChartStudyKind): number {
 function resolveInterruptedStudy(
   inputs: readonly ResolvedSeries[],
   spec: ChartStudySpec,
+  nameVolumeInput: boolean,
 ): StudyResolutionResult | null {
   const gaps = new Map<number, TimeSeriesPoint>();
   for (const input of inputs) {
@@ -643,7 +641,7 @@ function resolveInterruptedStudy(
       }
       return { ...cursor.input, points };
     });
-    const segment = resolveStudies(segmentInputs, [spec]);
+    const segment = resolveStudySpecs(segmentInputs, [spec], nameVolumeInput);
     for (const output of segment.series) {
       const points = output.points.filter((point) => effectiveTimeSeriesPointTime(point) > start);
       const gap = gaps.get(start);
@@ -688,6 +686,19 @@ export function resolveStudies(
   studySpecs: readonly ChartStudySpec[],
   marketResolution?: ManualChartResolution,
   historicalPriceSeries?: ReadonlyMap<string, ResolvedSeries>,
+): StudyResolutionResult {
+  // With one security on the chart its volume is just "Volume"; beside a
+  // comparison the legend names whose volume it is.
+  const nameVolumeInput = baseSeries.filter((series) => series.observationKind === "market").length > 1;
+  return resolveStudySpecs(baseSeries, studySpecs, nameVolumeInput, marketResolution, historicalPriceSeries);
+}
+
+function resolveStudySpecs(
+  baseSeries: readonly ResolvedSeries[],
+  studySpecs: readonly ChartStudySpec[],
+  nameVolumeInput: boolean,
+  marketResolution?: ManualChartResolution,
+  historicalPriceSeries?: ReadonlyMap<string, ResolvedSeries>,
 ): StudyResolutionResult {
   const byId = new Map(baseSeries.map((series) => [series.id, series]));
   const resolved: ResolvedSeries[] = [];
@@ -740,7 +751,7 @@ export function resolveStudies(
       resolved.push(...outputs);
       return;
     }
-    const interrupted = resolveInterruptedStudy(inputs as ResolvedSeries[], { ...spec, color });
+    const interrupted = resolveInterruptedStudy(inputs as ResolvedSeries[], { ...spec, color }, nameVolumeInput);
     if (interrupted) {
       resolved.push(...interrupted.series);
       warnings.push(...interrupted.warnings);
@@ -754,7 +765,7 @@ export function resolveStudies(
     else if (spec.kind === "rsi") outputs = resolveRsi(spec, input, color);
     else if (spec.kind === "macd") outputs = resolveMacd(spec, input, color);
     else if (spec.kind === "volume") {
-      outputs = resolveVolume(spec, input, color);
+      outputs = resolveVolume(spec, input, color, nameVolumeInput);
       if (!input.volumeUnit && outputs.some((output) => output.points.length > 0)) {
         warnings.push(`Volume unit unknown: ${input.label}.`);
       }

package/src/time-series/transforms.ts

@@ -1,15 +1,12 @@
 import type { ResolvedSeries, SeriesTransform, TimeSeriesPoint } from "./types";
 import { calendarMonthsBefore } from "../utils/calendar-date";
+import { isFiniteNumber } from "../utils/guards";
 
 const DAY_MS = 24 * 60 * 60 * 1_000;
 // Volume is separate supporting data, not another price. A volume series has
 // its primary measurement in `value`, which still receives the transform.
 const NUMERIC_POINT_FIELDS = ["value", "open", "high", "low", "close"] as const;
 
-function finiteNumber(value: unknown): value is number {
-  return typeof value === "number" && Number.isFinite(value);
-}
-
 function clonePoint(point: TimeSeriesPoint): TimeSeriesPoint {
   return {
     ...point,
@@ -21,20 +18,20 @@ function clonePoint(point: TimeSeriesPoint): TimeSeriesPoint {
 }
 
 function primaryValue(point: TimeSeriesPoint): number | null {
-  return finiteNumber(point.value)
+  return isFiniteNumber(point.value)
     ? point.value
-    : finiteNumber(point.close)
+    : isFiniteNumber(point.close)
       ? point.close
       : null;
 }
 
 function relativeValue(value: number | null | undefined, baseline: number, index100: boolean): number | null {
-  if (!finiteNumber(value) || baseline === 0) return null;
+  if (!isFiniteNumber(value) || baseline === 0) return null;
   return index100 ? (value / baseline) * 100 : ((value - baseline) / Math.abs(baseline)) * 100;
 }
 
 function growthValue(value: number | null | undefined, previous: number | null | undefined): number | null {
-  if (!finiteNumber(value) || !finiteNumber(previous) || previous === 0) return null;
+  if (!isFiniteNumber(value) || !isFiniteNumber(previous) || previous === 0) return null;
   return ((value - previous) / Math.abs(previous)) * 100;
 }
 
@@ -136,7 +133,7 @@ export function applySeriesTransform(
   if (transform === "log") {
     return points.map((point) => mapNumericFields(
       point,
-      (value) => finiteNumber(value) && value > 0 ? Math.log(value) : null,
+      (value) => isFiniteNumber(value) && value > 0 ? Math.log(value) : null,
     ));
   }
 

package/src/time-series/types.ts

@@ -113,10 +113,13 @@ export interface TimeSeriesPoint {
     priceHistoryIntegrity?: import("../utils/price-history-integrity").PriceHistoryIntegrity;
     valuationPriceIssues?: import("./valuation-price").ValuationPriceIssue[];
     secEpsBasis?: import("../utils/sec-eps-basis").SecEpsBasis;
-    earningsResult?: import("../utils/reported-earnings-result").EarningsResultProvenance;
-    unavailableEarnings?: import("../utils/reported-earnings-result").EarningsField[];
+    /** @deprecated No longer populated. */
+    earningsResult?: import("../types/financials").EarningsResultProvenance;
+    unavailableEarnings?: import("../types/financials").EarningsField[];
+    /** @deprecated No longer populated. */
     operatingResult?: import("../types/financials").OperatingResult;
-    operatingResultAggregation?: import("../utils/operating-result-aggregation").OperatingResultAggregation;
+    /** @deprecated No longer populated. */
+    operatingResultAggregation?: import("../types/financials").OperatingResultAggregation;
     providerId?: string;
     quality?: "reported" | "derived" | "estimated";
     /** Reporting currency of this monetary statement observation. */

package/src/types/broker.ts

@@ -149,6 +149,16 @@ export interface BrokerAdapter {
   placeOrder?(instance: BrokerInstanceConfig, request: BrokerOrderRequest): Promise<BrokerOrder>;
   modifyOrder?(instance: BrokerInstanceConfig, orderId: number, request: BrokerOrderRequest): Promise<BrokerOrder>;
   cancelOrder?(instance: BrokerInstanceConfig, orderId: number): Promise<void>;
+  /**
+   * How the Brokers pane names a profile, for adapters that front more than
+   * one broker: `{brokerName} · {method}` instead of adapter name and mode.
+   */
+  describeInstance?(instance: BrokerInstanceConfig): { brokerName: string; method: string };
+  /**
+   * The broker a profile's portfolios belong to, when it is not the adapter id.
+   * A portfolio keeps its broker when the user switches connection method.
+   */
+  portfolioBrokerId?(instance: BrokerInstanceConfig): string;
 }
 
 export function resolveBrokerConfigFields(

package/src/types/config.ts

@@ -2,7 +2,7 @@ import type { Portfolio, Watchlist } from "./ticker";
 import type { BrokerContractRef, TickerListingRef } from "./instrument";
 import type { LanguagePreference } from "../i18n/languages";
 
-export const CURRENT_CONFIG_VERSION = 22;
+export const CURRENT_CONFIG_VERSION = 24;
 
 type ChartRendererPreference = "auto" | "kitty" | "braille";
 
@@ -178,6 +178,22 @@ export interface KeybindingsConfig {
   commands?: Record<string, string>;
 }
 
+/** What the app sends home on its own. Absent means every default applies. */
+export interface TelemetryConfig {
+  /**
+   * Automatic crash reports (uncaught errors, render crashes, plugin load
+   * failures) to Gloom's API. `false` turns them off; absent means on.
+   */
+  crashReports?: boolean;
+  /**
+   * Anonymous counts of which functions are opened and which are on screen
+   * at launch, to Gloom's API, and, when signed in, the searches finished in
+   * the command bar, kept with the account to improve search. `false` turns
+   * both off; absent means on.
+   */
+  usage?: boolean;
+}
+
 export interface AppConfig {
   dataDir: string;
   configVersion: number;
@@ -212,6 +228,7 @@ export interface AppConfig {
   onboardingProgress?: OnboardingProgress;
   /** Key overrides for this machine. Absent means every default applies. */
   keybindings?: KeybindingsConfig;
+  telemetry?: TelemetryConfig;
 }
 
 export const TICKER_RESEARCH_PANE_ID = "ticker-research";
@@ -360,6 +377,11 @@ const DEFAULT_MACRO_LAYOUT: LayoutConfig = {
       binding: { kind: "none" },
       settings: { stat: "cpi-yoy", range: "20Y" },
     },
+    {
+      instanceId: "fear-greed:macro",
+      paneId: "fear-greed",
+      binding: { kind: "none" },
+    },
     {
       instanceId: "volatility-term-structure:macro",
       paneId: "volatility-term-structure",
@@ -842,7 +864,7 @@ export function createDefaultConfig(dataDir: string): AppConfig {
     seededPlugins: [],
     disabledSources: [],
     pluginConfig: {},
-    theme: "amber",
+    theme: "white",
     chartPreferences: {
       renderer: "auto",
     },

package/src/types/data-provider.ts

@@ -20,6 +20,7 @@ export type CachedAssetMethod = "getExchangeRate" | "getHolders" | "getAnalystRe
 export type CachedAssetArgs<K extends CachedAssetMethod> = Parameters<NonNullable<AssetDataProvider[K]>>;
 export type CachedAssetValue<K extends CachedAssetMethod> = Awaited<ReturnType<NonNullable<AssetDataProvider[K]>>>;
 
+/** @deprecated Use `NewsArticle`, the article shape news providers return. */
 export interface NewsItem {
   title: string;
   url: string;
@@ -201,6 +202,11 @@ export interface AssetDataProvider {
   getSecFilingContent?(filing: SecFilingItem): Promise<string | null>;
   /** Fetch article summary/description by URL (lazy-loaded on selection) */
   getArticleSummary(url: string): Promise<string | null>;
+  /**
+   * Price history for a range. This and the `*WithMetadata` methods are the
+   * canonical history API; the plain resolution and detailed variants below are
+   * compatibility projections of them.
+   */
   getPriceHistory(ticker: string, exchange: string, range: TimeRange, context?: MarketDataRequestContext): Promise<PricePoint[]>;
   /** Default history with source-declared cadence, when the provider can retain it. */
   getPriceHistoryWithMetadata?(
@@ -224,6 +230,7 @@ export interface AssetDataProvider {
     barSize: string,
     context?: MarketDataRequestContext,
   ): Promise<import("./price-history").PriceHistoryResult>;
+  /** @deprecated Call or implement `getPriceHistoryForResolutionWithMetadata` instead. The host still calls this on a provider that has only this one. */
   getPriceHistoryForResolution?(
     ticker: string,
     exchange: string,
@@ -231,13 +238,18 @@ export interface AssetDataProvider {
     resolution: ManualChartResolution,
     context?: MarketDataRequestContext,
   ): Promise<PricePoint[]>;
-  /** Fetch higher-resolution price data for a specific date window (e.g. when zoomed in). */
+  /**
+   * Fetch higher-resolution price data for a specific date window (e.g. when zoomed in).
+   * @deprecated Call or implement `getDetailedPriceHistoryWithMetadata` instead. The host still calls this on a provider that has only this one.
+   */
   getDetailedPriceHistory?(ticker: string, exchange: string, startDate: Date, endDate: Date, barSize: string, context?: MarketDataRequestContext): Promise<PricePoint[]>;
+  /** Which chart resolutions the source serves, and how far back each one reaches. */
   getChartResolutionSupport?(
     ticker: string,
     exchange?: string,
     context?: MarketDataRequestContext,
   ): Promise<ChartResolutionSupport[]> | ChartResolutionSupport[];
+  /** @deprecated Call or implement `getChartResolutionSupport` instead. The host still calls this on a provider that has only this one. */
   getChartResolutionCapabilities?(
     ticker: string,
     exchange?: string,

package/src/types/desktop-menu.ts

@@ -1,13 +1,15 @@
 export type DesktopApplicationMenuCommand =
   | { type: "open-command-bar"; query?: string }
   | { type: "open-plugin-workflow"; commandId: string }
+  | { type: "open-builtin-workflow"; actionId: string }
   | { type: "open-url"; url: string }
   | { type: "check-for-updates" }
   | { type: "toggle-status-bar" }
   | { type: "open-layout-gallery" }
   | { type: "layout-undo" }
   | { type: "layout-redo" }
-  | { type: "layout-gridlock" };
+  | { type: "layout-gridlock" }
+  | { type: "quit" };
 
 export interface DesktopApplicationMenuBridge {
   subscribe(listener: (command: DesktopApplicationMenuCommand) => void): () => void;