gloomberb 0.15.2 → 0.15.4

package/src/plugins/builtin/fx-matrix/index.tsx

@@ -7,6 +7,7 @@ import {
   type DataTableKeyEvent,
   type PaneFooterSegment,
 } from "../../../components";
+import { handleRefreshKey } from "../../../components/data-table/table-pane";
 import { getSharedMarketDataCoordinator } from "../../../market-data/coordinator";
 import { useFxRatesMap } from "../../../market-data/hooks";
 import { resolveEntryData } from "../../../market-data/selectors";
@@ -14,13 +15,12 @@ import { usePaneSettingValue } from "../../../state/app/context";
 import { colors } from "../../../theme/colors";
 import type { PaneProps } from "../../../types/plugin";
 import { TextAttributes } from "../../../ui";
-import { isPlainKey } from "../../../utils/keyboard";
 import { useAssetData } from "../../runtime";
 import { summarizeFxRates, fxStatusLabel } from "../../../utils/fx-status";
 import type { PluginModule } from "../plugin-module";
 import { useLiveQuoteEntries } from "../../../state/hooks/quote-streaming";
-import { useAutoRefresh, useUpdatedAgo } from "../shared/auto-refresh";
-import { useLiveStreamingSetting } from "../shared/live-streaming";
+import { useAutoRefresh, useUpdatedAgo } from "../../../react/auto-refresh";
+import { useLiveStreamingSetting } from "../../../state/hooks/live-streaming";
 import { isStreamCarryingQuote } from "../shared/use-quote-board";
 import { fxLegQuoteKey, fxLegReferenceRate, fxLegTargets, fxLegs, liveFxLegEntry } from "./live-legs";
 import { MAJOR_CURRENCIES, formatRate, resolveCurrencies, type MajorCurrency } from "./pairs";
@@ -129,21 +129,17 @@ function FxMatrixPane({ focused, width, height }: PaneProps) {
   const renderCell = useCallback((
     row: MajorCurrency,
     column: DataTableColumn,
-    _index: number,
-    rowState: { selected: boolean },
   ): DataTableCell => {
-    const selectedColor = rowState.selected ? colors.selectedText : undefined;
     if (column.id === "base") {
       return {
         text: row,
-        color: selectedColor ?? colors.textBright,
+        color: colors.textBright,
         attributes: TextAttributes.BOLD,
       };
     }
 
     const quoteCurrency = column.id as MajorCurrency;
-    const dimmed = selectedColor ?? colors.textDim;
-    if (row === quoteCurrency) return { text: formatRate(1, quoteCurrency), color: dimmed };
+    if (row === quoteCurrency) return { text: formatRate(1, quoteCurrency), color: colors.textDim };
 
     const base = rates.get(row);
     const quote = rates.get(quoteCurrency);
@@ -151,18 +147,13 @@ function FxMatrixPane({ focused, width, height }: PaneProps) {
       // A missing leg must never fall back to parity: 1.0000 on EUR/JPY reads
       // as a real rate.
       const pending = status.loading > 0;
-      return { text: pending ? "…" : "—", color: dimmed };
+      return { text: pending ? "…" : "—", color: colors.textDim };
     }
     const reference = (referenceRates.get(row) ?? base) / (referenceRates.get(quoteCurrency) ?? quote);
-    return { text: formatRate(base / quote, quoteCurrency, reference), color: selectedColor ?? colors.text };
+    return { text: formatRate(base / quote, quoteCurrency, reference), color: colors.text };
   }, [rates, referenceRates, status.loading]);
 
-  const handleKeyDown = useCallback((event: DataTableKeyEvent) => {
-    if (!isPlainKey(event, "r")) return false;
-    event.preventDefault?.();
-    refresh();
-    return true;
-  }, [refresh]);
+  const handleKeyDown = useCallback((event: DataTableKeyEvent) => handleRefreshKey(event, refresh), [refresh]);
 
   const updatedAgo = useUpdatedAgo(status.latestFetchedAt || null);
 
@@ -194,6 +185,7 @@ function FxMatrixPane({ focused, width, height }: PaneProps) {
       sortDirection="asc"
       getItemKey={(row) => row}
       renderCell={renderCell}
+      selectedTextOverridesCellColor
       onRootKeyDown={handleKeyDown}
       emptyStateTitle="No market data provider connected."
     />

package/src/plugins/builtin/help/functions-table.tsx

@@ -5,7 +5,7 @@
  * argument and the description get their own columns. The prefix keeps its
  * badge, which is how the command bar draws it too.
  */
-import { useCallback, useMemo, useRef, useState } from "react";
+import { useCallback, useMemo, useState } from "react";
 import {
   buildSectionedRows,
   DataTableView,
@@ -18,12 +18,8 @@ import {
   type SectionedRow,
 } from "../../../components";
 import { t } from "../../../i18n";
-import { useShortcut } from "../../../react/input";
 import { useThemeColors } from "../../../theme/theme-context";
-import type { InputRenderable } from "../../../ui";
-import { isPlainKey } from "../../../utils/keyboard";
-import type { HelpShortcutEntry } from "./components";
-import { groupShortcutEntries } from "./shortcut-model";
+import { groupShortcutEntries, type HelpShortcutEntry } from "./shortcut-model";
 import { badgeCell, badgeColumnWidth } from "./table-cells";
 
 type FunctionsColumnId = "prefix" | "argument" | "description";
@@ -88,8 +84,6 @@ export function FunctionsTable({
 }) {
   const colors = useThemeColors();
   const [query, setQuery] = useState("");
-  const [searchFocus, setSearchFocus] = useState(0);
-  const searchInput = useRef<InputRenderable | null>(null);
   const needle = query.trim().toLowerCase();
   const rows = useMemo<FunctionsRow[]>(() => {
     // Commands and pane templates can share a category; one section per name
@@ -110,14 +104,6 @@ export function FunctionsTable({
     );
   }, [commandShortcuts, needle, windowTemplates]);
 
-  useShortcut((event) => {
-    // Plain `/` only: Shift+/ is `?`, which opens Help.
-    if (!focused || searching || event.targetEditable || !isPlainKey(event, "/")) return;
-    event.preventDefault?.();
-    onSearchingChange(true);
-    setSearchFocus((value) => value + 1);
-  });
-
   const entries = useMemo(() => rows.filter(isSectionedItemRow).map((row) => row.item), [rows]);
   const [selectedId, setSelectedId] = useState<string | null>(null);
   const effectiveSelectedId = entries.some((entry) => entry.id === selectedId)
@@ -172,9 +158,6 @@ export function FunctionsTable({
             focused,
             active: searching,
             onActiveChange: onSearchingChange,
-            focusToken: searchFocus,
-            inputRef: searchInput,
-            onNavigateDown: () => onSearchingChange(false),
           }}
         />
       )}

package/src/plugins/builtin/help/index.tsx

@@ -1,8 +1,7 @@
 import { useCallback, useEffect, useMemo, useState } from "react";
 import { formatActionChords, hasKeybindingCaptureRequest, subscribeKeybindingCapture, useKeybindings } from "../../../app/keybindings";
-import { Notice, Section, SectionHeading, Tabs, usePaneFooter, usePaneHeaderTabs, type PaneHint, type TableSection } from "../../../components";
+import { Notice, Section, SectionHeading, usePaneFooter, usePaneTabs, type PaneHint, type TableSection } from "../../../components";
 import { t, tf } from "../../../i18n";
-import { useShortcut } from "../../../react/input";
 import { colors } from "../../../theme/colors";
 import type { PaneProps } from "../../../types/plugin";
 import { Box, ScrollBox, Text, useRendererHost, useUiHost } from "../../../ui";
@@ -63,8 +62,9 @@ function HelpPane({ focused, width, height }: PaneProps) {
     setFunctionsSearching(false);
     setActiveTabId(value as HelpTabId);
   };
-  const tabsInHeader = usePaneHeaderTabs({ tabs: [...HELP_TABS], activeValue: activeTabId, onSelect: selectTab, focused });
-  const tabRows = tabsInHeader ? 0 : 1;
+  const { strip: tabStrip, rows: tabRows } = usePaneTabs({
+    tabs: [...HELP_TABS], activeValue: activeTabId, onSelect: selectTab, focused, compact: true, scrollable: false,
+  });
   const contentHeight = Math.max(0, height - tabRows);
   // The scrolling tab bodies pad by one cell, so their tables get the rest.
   const bodyWidth = Math.max(1, width - 2);
@@ -104,18 +104,9 @@ function HelpPane({ focused, width, height }: PaneProps) {
     return [];
   }, [activeTabId, openDebugLog, openIssues, openLayoutActions, openPluginManager]);
 
+  // The footer binds each hint's key; a search field keeps its typing.
   usePaneFooter("help:tab", () => tabHints.length > 0 ? { hints: tabHints } : null, [tabHints]);
 
-  useShortcut((event) => {
-    if (!focused || event.targetEditable || event.ctrl || event.meta || event.shift) return;
-    if (activeTabId === "functions" && functionsSearching) return;
-    const hint = tabHints.find((candidate) => candidate.key === event.name);
-    if (!hint) return;
-    event.preventDefault?.();
-    event.stopPropagation?.();
-    hint.onPress?.();
-  });
-
   const commandBarSections = useMemo<Array<TableSection<ShortcutTableEntry>>>(() => [{
     label: "Command Bar",
     items: [
@@ -255,18 +246,7 @@ function HelpPane({ focused, width, height }: PaneProps) {
 
   return (
     <Box flexDirection="column" width={width} height={height}>
-      {!tabsInHeader && (
-        <Box width={width} height={1} flexShrink={0}>
-          <Tabs
-            tabs={[...HELP_TABS]}
-            activeValue={activeTabId}
-            onSelect={selectTab}
-            focused={focused}
-            compact
-            scrollable={false}
-          />
-        </Box>
-      )}
+      {tabStrip && <Box width={width} height={1} flexShrink={0}>{tabStrip}</Box>}
       {activeTabId === "shortcuts" ? (
         <KeybindingsEditor focused={focused} width={width} height={contentHeight} />
       ) : activeTabId === "functions" ? (

package/src/plugins/builtin/help/shortcut-model.ts

@@ -1,7 +1,13 @@
 import type { CommandDef } from "../../../types/plugin";
 import { commands as coreCommands } from "../../../components/command-bar/commands/registry";
 import { getSharedRegistry } from "../../registry";
-import type { HelpShortcutEntry } from "./components";
+
+export interface HelpShortcutEntry {
+  id: string;
+  badges: string[];
+  description: string;
+  category: string;
+}
 
 type SharedRegistry = ReturnType<typeof getSharedRegistry>;
 

package/src/plugins/builtin/holders/headless.ts

@@ -126,8 +126,8 @@ export function createHoldersHeadless(
         key: "view",
         description: "Rendered pane view: the holder table or the ownership treemap.",
         type: "enum",
-        values: [{ value: "chart" }, { value: "table" }],
-        defaultValue: "chart",
+        values: [{ value: "table" }, { value: "chart" }],
+        defaultValue: "table",
         pluginState: { pluginId: "ticker-research", key: "viewMode" },
       },
     ],

package/src/plugins/builtin/holders/index.tsx

@@ -3,7 +3,6 @@ import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
 import { holdersHeadless } from "./headless";
 import { HoldersView } from "./pane";
 
-export { holdersHeadless } from "./headless";
 
 export const holdersModule: PluginModule = {
   setup(ctx) {

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

@@ -3,19 +3,20 @@ import { Box, Text, TextAttributes, useUiCapabilities } from "../../../ui";
 import {
   Badge,
   DataTableView,
-  QueryBar,
-  Tabs,
   usePaneFooter,
-  usePaneHeaderTabs,
+  usePaneTabs,
   usePaneTicker,
   type DataTableCell,
   type DataTableKeyEvent,
 } from "../../../components";
+import { handleRefreshKey, loadingErrorFooterInfo } from "../../../components/data-table/table-pane";
+import { useAsyncResource } from "../../../react/async-resource";
 import { useShortcut } from "../../../react/input";
 import { colors, priceColor } from "../../../theme/colors";
 import type { HolderData } from "../../../types/financials";
 import { clipToDisplayWidth, formatCompact } from "../../../utils/format";
 import { isPlainKey } from "../../../utils/keyboard";
+import { nextHeaderSort } from "../../../utils/sort-values";
 import { useAssetData, usePluginAppActions, usePluginPaneState } from "../../runtime";
 import { THIRTEENF_TEMPLATE_ID } from "../thirteenf/model";
 import { useInResearchTab } from "../ticker-detail/research-tab-keys";
@@ -31,13 +32,12 @@ import {
   buildColumns,
   buildRows,
   DEFAULT_SORT,
-  nextSortPreference,
   sortRows,
   VIEW_TABS,
 } from "./table-model";
 import { loadHolderData } from "./client";
 import { HoldersTreemap } from "./treemap";
-import type { HolderColumn, HolderRow, SortPreference, ViewMode } from "./types";
+import type { HolderColumn, HolderColumnId, HolderRow, SortPreference, ViewMode } from "./types";
 import { loadHolder13FMatches, type Holder13FMatch } from "./thirteenf-match";
 import { useSampledValue, useTickerQuoteStream } from "../../../state/hooks/live-ticker-financials";
 
@@ -51,17 +51,22 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
   const { symbol, ticker, financials } = usePaneTicker();
   const dataProvider = useAssetData();
   const { createPaneFromTemplate } = usePluginAppActions();
-  const [viewMode, setViewMode] = usePluginPaneState<ViewMode>("viewMode", "chart");
+  const [viewMode, setViewMode] = usePluginPaneState<ViewMode>("viewMode", "table");
   const [sortPreference, setSortPreference] = usePluginPaneState<SortPreference>("sortPreference", DEFAULT_SORT);
-  const [data, setData] = useState<HolderData | null>(null);
-  const [loading, setLoading] = useState(false);
-  const [error, setError] = useState<string | null>(null);
   const [fundMatches, setFundMatches] = useState<Map<string, Holder13FMatch>>(() => new Map());
   const [fundMatching, setFundMatching] = useState(false);
   const [selectedId, setSelectedId] = useState<string | null>(null);
-  const fetchGenRef = useRef(0);
   const fundMatchAbortRef = useRef<AbortController | null>(null);
 
+  const exchange = ticker?.metadata.exchange ?? "";
+  const loadHolders = useMemo(() => symbol ? async (forceRefresh: boolean) => {
+    if (!dataProvider) throw new Error("Holder data unavailable");
+    return loadHolderData(dataProvider, symbol, exchange, forceRefresh ? { cacheMode: "refresh" } : undefined);
+  } : null, [dataProvider, exchange, symbol]);
+  // Another ticker's holders stay up until its own answer, and a failed
+  // refresh keeps the last holders; the failure goes to the footer.
+  const { data, loading, error, reload } = useAsyncResource<HolderData>(loadHolders, { keepPreviousData: true });
+
   const currency = data?.currency ?? ticker?.metadata.currency ?? "USD";
   // A stake without a reported percentage is the holding's value over the
   // market cap. The stream keeps the cap current, about once a second; the
@@ -70,7 +75,6 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
   const quoteMarketCap = financials?.quote?.marketCap;
   const liveMarketCap = financials?.quote?.currency && financials.quote.currency !== currency ? undefined : quoteMarketCap;
   const marketCap = useSampledValue(liveMarketCap, HOLDER_MARKET_CAP_SAMPLE_MS, `${symbol ?? ""}:${currency}`);
-  const exchange = ticker?.metadata.exchange ?? "";
   const rows = useMemo(() => buildRows(data), [data]);
   const sortedRows = useMemo(() => sortRows(rows, sortPreference, marketCap), [marketCap, rows, sortPreference]);
   const columns = useMemo(() => buildColumns(width), [width]);
@@ -79,41 +83,8 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
     : -1;
   const activeIdx = selectedIdx >= 0 ? selectedIdx : (sortedRows.length > 0 ? 0 : -1);
 
-  const loadHolders = useCallback(async (forceRefresh = false) => {
-    if (!symbol || !dataProvider?.getHolders) {
-      setData(null);
-      setLoading(false);
-      setError(dataProvider?.getHolders ? null : "Holder data unavailable");
-      return;
-    }
-
-    fetchGenRef.current += 1;
-    const gen = fetchGenRef.current;
-    setLoading(true);
-    setError(null);
-
-    try {
-      const nextData = await loadHolderData(
-        dataProvider,
-        symbol,
-        exchange,
-        forceRefresh ? { cacheMode: "refresh" } : undefined,
-      );
-      if (fetchGenRef.current !== gen) return;
-      setData(nextData);
-      setSelectedId(null);
-    } catch (err) {
-      if (fetchGenRef.current !== gen) return;
-      // A failed refresh keeps the last holders; the failure goes to the footer.
-      setError(err instanceof Error ? err.message : String(err));
-    } finally {
-      if (fetchGenRef.current === gen) setLoading(false);
-    }
-  }, [dataProvider, exchange, symbol]);
-
-  useEffect(() => {
-    void loadHolders(false);
-  }, [loadHolders]);
+  // Fresh holders start from the top row.
+  useEffect(() => { setSelectedId(null); }, [data]);
 
   useEffect(() => {
     if (selectedId && sortedRows.some((row) => row.id === selectedId)) return;
@@ -168,7 +139,9 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
   }, [createPaneFromTemplate, fundMatches]);
 
   const handleHeaderClick = useCallback((columnId: string) => {
-    setSortPreference((current) => nextSortPreference(current, columnId));
+    setSortPreference((current) => nextHeaderSort(current, columnId as HolderColumnId, {
+      firstDirection: (id) => id === "holder" || id === "reportDate" ? "asc" : "desc",
+    }));
   }, [setSortPreference]);
 
   const toggleView = useCallback(() => {
@@ -176,8 +149,8 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
   }, [setViewMode]);
 
   const refresh = useCallback(() => {
-    void loadHolders(true);
-  }, [loadHolders]);
+    void reload();
+  }, [reload]);
 
   const handleKeyDown = useCallback((event: DataTableKeyEvent) => {
     if (event.name === "r") {
@@ -219,12 +192,7 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
       if (nextRow) setSelectedId(nextRow.id);
       return;
     }
-    if (isPlainKey(event, "r")) {
-      event.preventDefault?.();
-      event.stopPropagation?.();
-      refresh();
-      return;
-    }
+    if (handleRefreshKey(event, refresh, { stopPropagation: true })) return;
     if (isPlainKey(event, "s")) {
       event.preventDefault?.();
       event.stopPropagation?.();
@@ -244,10 +212,9 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
     _index: number,
     rowState: { selected: boolean },
   ): DataTableCell => {
-    const selectedColor = rowState.selected ? colors.selectedText : undefined;
     switch (column.id) {
       case "holder": {
-        const color = selectedColor ?? colors.textBright;
+        const color = rowState.selected ? colors.selectedText : colors.textBright;
         if (!fundMatches.has(row.id)) return { text: row.name, color, attributes: TextAttributes.BOLD };
         // A fund with a 13F opens on Enter or o. The name gives way first, so
         // the marker survives a narrow column.
@@ -264,26 +231,26 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
         };
       }
       case "value":
-        return { text: formatMoneyCompact(row.value, currency), color: selectedColor ?? colors.text };
+        return { text: formatMoneyCompact(row.value, currency), color: colors.text };
       case "shares":
-        return { text: formatCompact(row.shares), color: selectedColor ?? colors.text };
+        return { text: formatCompact(row.shares), color: colors.text };
       case "changeShares":
         return {
           text: formatSignedCompact(row.changeShares),
-          color: selectedColor ?? (row.changeShares != null ? priceColor(row.changeShares) : colors.textDim),
+          color: row.changeShares != null ? priceColor(row.changeShares) : colors.textDim,
         };
       case "changePercent":
         return {
           text: formatMaybePercent(row.changePercent),
-          color: selectedColor ?? (row.changePercent != null ? priceColor(row.changePercent) : colors.textDim),
+          color: row.changePercent != null ? priceColor(row.changePercent) : colors.textDim,
         };
       case "percentHeld":
         return {
           text: formatHolderOwnershipPercent(resolveHolderOwnershipPercent(row, marketCap)),
-          color: selectedColor ?? colors.textDim,
+          color: colors.textDim,
         };
       case "reportDate":
-        return { text: displayDate(row.reportDate), color: selectedColor ?? colors.textDim };
+        return { text: displayDate(row.reportDate), color: colors.textDim };
     }
   }, [currency, fundMatches, marketCap]);
 
@@ -291,8 +258,7 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
     return {
       info: [
         ...(data?.asOf ? [{ id: "as-of", parts: [{ text: data.asOf, tone: "value" as const }] }] : []),
-        ...(loading ? [{ id: "loading", parts: [{ text: "loading", tone: "muted" as const }] }] : []),
-        ...(error && data ? [{ id: "error", parts: [{ text: error, tone: "warning" as const }] }] : []),
+        ...loadingErrorFooterInfo(loading, data ? error : null),
         ...(fundMatching ? [{ id: "fund-matching", parts: [{ text: "13F matching", tone: "muted" as const }] }] : []),
       ],
       // The title-bar tabs (or the query bar inside Ticker Research) switch
@@ -305,9 +271,18 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
   }, [data, error, fundMatching, loading, openFundDetail, selectedFundMatch, selectedRow]);
 
   const selectView = useCallback((value: string) => setViewMode(value as ViewMode), [setViewMode]);
-  const tabsInHeader = usePaneHeaderTabs({ tabs: VIEW_TABS, activeValue: viewMode, onSelect: selectView, focused });
   // As a research tab, h/l move between research tabs; `s` switches the view.
   const inResearchTab = useInResearchTab();
+  const { strip: tabStrip, rows: tabRows } = usePaneTabs({
+    tabs: VIEW_TABS,
+    activeValue: viewMode,
+    onSelect: selectView,
+    focused,
+    keyboardNavigation: !inResearchTab,
+    compact: true,
+    variant: "bare",
+    queryBarWidth: width,
+  });
 
   // Both views share one status; the treemap must not claim "no chartable
   // values" while the request is still in flight or the pane has no ticker.
@@ -316,27 +291,11 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
     : loading && !data
       ? "Loading holders..."
       : !data && error ? error : sortedRows.length === 0 ? "No holders available" : null;
-  const tabRows = tabsInHeader ? 0 : 1;
   const chartHeight = Math.max(1, height - tabRows - (nativePaneChrome ? 1 : 0));
 
   return (
     <Box flexDirection="column" width={width} height={height}>
-      {!tabsInHeader && nativePaneChrome && (
-        <QueryBar width={width} view={{ value: viewMode, options: VIEW_TABS, onChange: selectView }} />
-      )}
-      {!tabsInHeader && !nativePaneChrome && (
-        <Box height={1} paddingX={1}>
-          <Tabs
-            tabs={VIEW_TABS}
-            activeValue={viewMode}
-            onSelect={selectView}
-            compact
-            variant="bare"
-            focused={focused}
-            keyboardNavigation={!inResearchTab}
-          />
-        </Box>
-      )}
+      {nativePaneChrome ? tabStrip : tabStrip && <Box height={1} paddingX={1}>{tabStrip}</Box>}
 
       {viewMode === "table" ? (
         <DataTableView<HolderRow, HolderColumn>
@@ -358,6 +317,7 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
           onHeaderClick={handleHeaderClick}
           getItemKey={(row) => row.id}
           renderCell={renderCell}
+          selectedTextOverridesCellColor
           emptyStateTitle={statusTitle ?? "No holders available"}
         />
       ) : (

package/src/plugins/builtin/holders/table-model.ts

@@ -1,6 +1,6 @@
 import type { HolderData } from "../../../types/financials";
 import { compareSortValues } from "../../../utils/sort-values";
-import type { HolderColumn, HolderColumnId, HolderRow, SortDirection, SortPreference, ViewMode } from "./types";
+import type { HolderColumn, HolderColumnId, HolderRow, SortPreference, ViewMode } from "./types";
 import { resolveHolderOwnershipPercent } from "./format";
 
 export const DEFAULT_SORT: SortPreference = {
@@ -68,17 +68,3 @@ export function sortRows(rows: HolderRow[], preference: SortPreference, marketCa
     preference.direction,
   ));
 }
-
-export function nextSortPreference(current: SortPreference, columnId: string): SortPreference {
-  const typedColumnId = columnId as HolderColumnId;
-  if (current.columnId !== typedColumnId) {
-    return {
-      columnId: typedColumnId,
-      direction: typedColumnId === "holder" || typedColumnId === "reportDate" ? "asc" : "desc",
-    };
-  }
-  return {
-    columnId: typedColumnId,
-    direction: current.direction === "asc" ? "desc" : "asc",
-  };
-}

package/src/plugins/builtin/holders/thirteenf-match.ts

@@ -1,5 +1,6 @@
 import { listThirteenFForms, searchThirteenFFunds } from "../thirteenf/api";
-import { buildPeriodReports, dateYearsAgo, todayIso } from "../thirteenf/model";
+import { isoDateToday, isoDateYearsAgo } from "../../../utils/calendar-date";
+import { buildPeriodReports } from "../thirteenf/model";
 import type { HolderRow } from "./types";
 
 export interface Holder13FMatch {
@@ -46,8 +47,8 @@ export async function loadHolder13FMatches(
   signal: AbortSignal,
 ): Promise<Map<string, Holder13FMatch>> {
   const now = new Date();
-  const from = dateYearsAgo(2, now);
-  const to = todayIso(now);
+  const from = isoDateYearsAgo(2, now);
+  const to = isoDateToday(now);
   const matches = new Map<string, Holder13FMatch>();
   const sourceRows = rows.filter((row) => row.name).slice(0, HOLDER_MATCH_LIMIT);
 

package/src/plugins/builtin/holders/types.ts

@@ -1,10 +1,10 @@
 import type { DataTableColumn } from "../../../components";
 import type { HolderRecord } from "../../../types/financials";
+import type { SortDirection } from "../../../utils/sort-values";
 
 export type ViewMode = "table" | "chart";
 export type HolderColumnId = "holder" | "value" | "shares" | "changeShares" | "changePercent" | "percentHeld" | "reportDate";
 export type HolderColumn = DataTableColumn & { id: HolderColumnId };
-export type SortDirection = "asc" | "desc";
 
 export interface SortPreference {
   columnId: HolderColumnId;

package/src/plugins/builtin/insider/index.tsx

@@ -39,7 +39,6 @@ import { isInsiderForm } from "./insider-data";
 import { isAmendedInsiderFiling, relevantInsiderAmendments } from "./amendments";
 import { usePaneTickerIdentity } from "../../../state/hooks/pane-ticker";
 
-export { insiderHeadless } from "./headless";
 
 const FORM4_PAGE_SIZE = 20;
 // The first page grows to every filing inside the 90-day window, up to this

package/src/plugins/builtin/ipo-calendar/client.ts

@@ -0,0 +1,93 @@
+import { apiClient } from "../../../api-client";
+import type { IpoCalendarParams, IpoCalendarPayload, IpoDeal, IpoSourceHealth } from "../../../api-client/ipo";
+import type { HeadlessPaneApiClient } from "../../../types/plugin";
+import { createPluginCache } from "../../../data/plugin-cache";
+import { cachedCloudResource, loadCloudResource, unavailableOnServer, type CloudResource } from "../shared/cloud-resource";
+
+/**
+ * The board moves on pricing days, not minutes, so a quarter hour of
+ * freshness is enough; the week-long expiry is what keeps an offline start
+ * usable. The payload is the same for every account.
+ */
+export const ipoCalendarCache = createPluginCache<IpoCalendarPayload>({
+  kind: "ipo-calendar",
+  source: "gloom-cloud",
+  schemaVersion: 2,
+  policy: { staleMs: 15 * 60_000, expireMs: 7 * 86_400_000 },
+});
+
+const CACHE_KEY = "board";
+const UNAVAILABLE = "The IPO calendar is not available on this server yet.";
+const STATUSES = new Set(["filed", "upcoming", "priced", "listed", "postponed", "withdrawn"]);
+const REGIONS = new Set(["us", "apac", "europe", "other"]);
+
+const dayOrNull = (value: unknown) => value === null || (typeof value === "string" && /^\d{4}-\d{2}-\d{2}$/.test(value));
+const text = (value: unknown): value is string => typeof value === "string" && value.length > 0;
+const textOrNull = (value: unknown) => value === null || typeof value === "string";
+const numberOrNull = (value: unknown) => value === null || (typeof value === "number" && Number.isFinite(value));
+
+function validFirstDay(value: IpoDeal["firstDay"]): boolean {
+  return value === null || (!!value && typeof value.session === "string" && dayOrNull(value.session)
+    && numberOrNull(value.open) && typeof value.close === "number" && Number.isFinite(value.close)
+    && numberOrNull(value.returnPct));
+}
+
+function validDeal(deal: IpoDeal): boolean {
+  return !!deal
+    && text(deal.id) && text(deal.company) && textOrNull(deal.companyLocal)
+    && textOrNull(deal.symbol) && text(deal.mic) && textOrNull(deal.exchange)
+    && typeof deal.venue === "string" && typeof deal.country === "string"
+    && STATUSES.has(deal.status)
+    && dayOrNull(deal.listingDate) && dayOrNull(deal.subscriptionOpen) && dayOrNull(deal.subscriptionClose) && dayOrNull(deal.filedDate)
+    && textOrNull(deal.currency)
+    && numberOrNull(deal.priceLow) && numberOrNull(deal.priceHigh) && numberOrNull(deal.offerPrice)
+    && numberOrNull(deal.sharesOffered) && numberOrNull(deal.offerSize) && numberOrNull(deal.offerSizeUsd)
+    && validFirstDay(deal.firstDay);
+}
+
+function validSource(source: IpoSourceHealth): boolean {
+  return !!source && text(source.id) && Array.isArray(source.mics) && source.mics.every(text)
+    && typeof source.ok === "boolean" && textOrNull(source.asOf);
+}
+
+/**
+ * The server adds venues, listing types and fields over time, so a deal is
+ * read for what the pane draws, a region it does not know files under other,
+ * and one unreadable deal is left out rather than failing the whole board.
+ */
+export function validateIpoCalendar(data: IpoCalendarPayload): IpoCalendarPayload {
+  if (!data || !text(data.asOf) || !Array.isArray(data.deals) || !Array.isArray(data.sources)) {
+    throw new Error("The server returned an unreadable IPO calendar");
+  }
+  return {
+    asOf: data.asOf,
+    deals: data.deals.filter(validDeal).map((deal) => (REGIONS.has(deal.region) ? deal : { ...deal, region: "other" })),
+    sources: data.sources.filter(validSource),
+  };
+}
+
+/** Without params, the server's default window, which leaves out filed and withdrawn deals. */
+export async function fetchIpoCalendar(
+  client: Pick<HeadlessPaneApiClient, "getCloudIpoCalendar"> = apiClient,
+  signal?: AbortSignal,
+  params: IpoCalendarParams = {},
+): Promise<IpoCalendarPayload> {
+  try {
+    return validateIpoCalendar(await client.getCloudIpoCalendar(params, { signal }));
+  } catch (error) {
+    // The route answers 503 until its first pass has run.
+    throw unavailableOnServer(error, UNAVAILABLE, [404, 503]);
+  }
+}
+
+/** The last good board, so the pane has rows before the first answer, and offline. */
+export function getCachedIpoCalendar(): CloudResource<IpoCalendarPayload> | null {
+  return cachedCloudResource(ipoCalendarCache, CACHE_KEY, validateIpoCalendar);
+}
+
+export function loadIpoCalendar(force = false): Promise<CloudResource<IpoCalendarPayload>> {
+  return loadCloudResource(ipoCalendarCache, CACHE_KEY, () => fetchIpoCalendar(), {
+    force,
+    validate: validateIpoCalendar,
+  });
+}