gloomberb 0.15.6 → 0.15.7

package/README.md

@@ -38,7 +38,7 @@ The desktop app and TUI share the command language and plugin system. The [brows
 On **macOS (Apple Silicon)**:
 
 ```bash
-brew install --cask vincelwt/tap/gloomberb
+brew install --cask gloomberb
 ```
 
 On **Windows 11**, [download the installer](https://github.com/gloom-sh/gloomberb/releases/latest/download/stable-win-x64-GloomberbSetup.exe). It supports x64, and ARM64 through x64 emulation.
@@ -117,7 +117,7 @@ When the app hits an uncaught error, a render crash, or a plugin that fails to l
 
 The app also counts how often you open each function, from the command bar, a menu or a link in another pane, and which functions are on screen when a workspace is restored at launch. It sends each function's mnemonic (such as `DES` or `GP`) with those two counts, the surface, the app version and the operating system, a minute after the first count, then every 15 minutes, and when you quit. Functions from plugins other than the official gloom-sh ones are sent as `plugin`, so their names never leave your machine. The server adds your plan (signed out, Free or Pro); the counts are never tied to your account.
 
-Neither contains anything from your workspace: no tickers, arguments, portfolios, watchlists, layouts, settings or queries. Both carry a random install id stored in `~/.gloomberb/install-id` (in the browser, in local storage).
+Neither contains anything from your workspace: no tickers, arguments, portfolios, watchlists, layouts, settings or queries. Both carry a random install id stored in `install-id` in the data folder, `~/.gloomberb` by default (in the browser, in local storage).
 
 The usage setting also covers command bar searches. When you are signed in, a search you finish in the command bar (you pause typing or run something, never each keystroke) is stored with your account to improve search: its text, the AI suggestions it got and the result you picked. Searches are deleted with your account.
 

package/README.zh-CN.md

@@ -40,7 +40,7 @@
 在 **macOS（Apple Silicon）** 上：
 
 ```bash
-brew install --cask vincelwt/tap/gloomberb
+brew install --cask gloomberb
 ```
 
 在 **Windows 11** 上，[下载安装程序](https://github.com/gloom-sh/gloomberb/releases/latest/download/stable-win-x64-GloomberbSetup.exe)。支持 x64，也可通过 x64 仿真在 ARM64 上运行。

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "gloomberb",
-  "version": "0.15.6",
+  "version": "0.15.7",
   "packageManager": "bun@1.3.11",
   "description": "Market research and portfolio tracker for the terminal",
   "module": "src/public/index.ts",

package/src/api-client/data.ts

@@ -1,3 +1,5 @@
+import type { EarningsEvent } from "../types/data-provider";
+import type { MarketDividendsPayload, MarketHeatmapResult, MarketHeatmapUniverseId, MarketMoversPayload } from "./market-discovery";
 import type { DebtMaturitiesPayload } from "./debt-maturities";
 import type { RevenueBreakdownPayload, RevenueBreakdownView } from "./revenue-breakdown";
 import type { MnaDealPayload, MnaDealsParams, MnaDealsPayload } from "./mna";
@@ -39,11 +41,11 @@ import {
   cloudJobsPath,
   cloudJobsPostingsPath,
   type CloudJobsPostingsParams,
-  publicProxyStatementPath,
-  publicFilingEventsPath,
-  publicRiskReportPath,
-  publicRiskReportsPath,
-  publicProxyStatementsPath,
+  cloudProxyStatementPath,
+  cloudFilingEventsPath,
+  cloudRiskReportPath,
+  cloudRiskReportsPath,
+  cloudProxyStatementsPath,
   cloudExchangeRatePath,
   cloudSec13FPath,
   cloudSecFilingContentPath,
@@ -213,6 +215,31 @@ export class CloudDataApi {
     );
   }
 
+  getMarketEarningsCalendar(symbols: string[]): Promise<CloudMarketResponse<Array<Omit<EarningsEvent, "earningsDate" | "earningsCallDate"> & { earningsDate: string; earningsCallDate?: string | null }>>> {
+    return this.request(`/market/earnings-calendar?${new URLSearchParams({ symbols: symbols.join(",") })}`);
+  }
+
+  getCloudArticleSummary(url: string): Promise<{ summary: string | null }> {
+    return this.request(`/news/article-summary?${new URLSearchParams({ url })}`);
+  }
+
+  getMarketMovers(category: "day_gainers" | "day_losers" | "most_actives", count = 25, refresh = false): Promise<CloudMarketResponse<MarketMoversPayload>> {
+    const params = new URLSearchParams({ category, count: String(count), mode: refresh ? "refresh" : "cache-first" });
+    return this.request(`/market/movers?${params}`);
+  }
+
+  getMarketTrending(count = 25): Promise<CloudMarketResponse<Array<{ symbol: string }>>> {
+    return this.request(`/market/trending?count=${encodeURIComponent(count)}`);
+  }
+
+  getMarketHeatmap(universe: MarketHeatmapUniverseId, count = 80): Promise<CloudMarketResponse<MarketHeatmapResult>> {
+    return this.request(`/market/heatmap?${new URLSearchParams({ universe, count: String(count) })}`);
+  }
+
+  getMarketDividends(symbol: string, exchange = ""): Promise<CloudMarketResponse<MarketDividendsPayload>> {
+    return this.requestMarketSymbol("/market/dividends", symbol, exchange);
+  }
+
   /** Gainers, losers and most active, or the pre-market, after-hours and gap lists with a `side`. */
   async getCloudMarketScreener<Category extends CloudMarketScreenerCategory | CloudSessionMoversCategory>(
     category: Category,
@@ -521,7 +548,7 @@ export class CloudDataApi {
     ticker: string,
   ): Promise<CloudProxyStatementListPayload> {
     return this.request<CloudProxyStatementListPayload>(
-      publicProxyStatementsPath(ticker),
+      cloudProxyStatementsPath(ticker),
     );
   }
 
@@ -530,7 +557,7 @@ export class CloudDataApi {
     year: number,
   ): Promise<CloudProxyStatementPayload> {
     return this.request<CloudProxyStatementPayload>(
-      publicProxyStatementPath(ticker, year),
+      cloudProxyStatementPath(ticker, year),
     );
   }
 
@@ -539,13 +566,13 @@ export class CloudDataApi {
     limit?: number,
   ): Promise<{ ticker: string; events: CloudFilingEventPayload[] }> {
     return this.request<{ ticker: string; events: CloudFilingEventPayload[] }>(
-      publicFilingEventsPath(ticker, limit),
+      cloudFilingEventsPath(ticker, limit),
     );
   }
 
   async getRiskReports(ticker: string): Promise<CloudRiskReportListPayload> {
     return this.request<CloudRiskReportListPayload>(
-      publicRiskReportsPath(ticker),
+      cloudRiskReportsPath(ticker),
     );
   }
 
@@ -554,7 +581,7 @@ export class CloudDataApi {
     year: number,
   ): Promise<CloudRiskReportPayload> {
     return this.request<CloudRiskReportPayload>(
-      publicRiskReportPath(ticker, year),
+      cloudRiskReportPath(ticker, year),
     );
   }
 

package/src/api-client/estimate-revisions.ts

@@ -22,7 +22,7 @@ export interface EstimateObservation {
   analysts: number | null;
   range: number | null;
   relativeRange: number | null;
-  source: "yahoo" | "yahoo-eps-trend";
+  source: "gloom" | "gloom-eps-trend";
 }
 interface RevisionBreadth {
   days: 7 | 30;

package/src/api-client/futures-curve.ts

@@ -22,7 +22,7 @@ export interface FuturesContract {
 export interface FuturesCurvePayload {
   root: string
   name: string
-  source: "yahoo" | "cboe"
+  source: "gloom" | "cboe"
   currency: string | null
   quoteUnit: string | null
   asOf: string | null

package/src/api-client/index.ts

@@ -677,6 +677,12 @@ class GloomApiClient {
   getCloudQuote = this.data.getCloudQuote.bind(this.data);
   getCloudQuotesBatch = this.data.getCloudQuotesBatch.bind(this.data);
   getCloudWorldVenues = this.data.getCloudWorldVenues.bind(this.data);
+  getMarketEarningsCalendar = this.data.getMarketEarningsCalendar.bind(this.data);
+  getCloudArticleSummary = this.data.getCloudArticleSummary.bind(this.data);
+  getMarketMovers = this.data.getMarketMovers.bind(this.data);
+  getMarketTrending = this.data.getMarketTrending.bind(this.data);
+  getMarketHeatmap = this.data.getMarketHeatmap.bind(this.data);
+  getMarketDividends = this.data.getMarketDividends.bind(this.data);
   getCloudMarketScreener = this.data.getCloudMarketScreener.bind(this.data);
   getCloudOptionsChain = this.data.getCloudOptionsChain.bind(this.data);
   getCloudFinancials = this.data.getCloudFinancials.bind(this.data);

package/src/api-client/market-discovery.ts

@@ -0,0 +1,84 @@
+import type { CloudCorporateActionsPayload, CloudQuotePayload } from "./types";
+
+export interface ScreenerQuote {
+  symbol: string;
+  name: string;
+  price: number | null;
+  change: number | null;
+  changePercent: number | null;
+  volume: number | null;
+  avgVolume: number | null;
+  volumeRatio: number | null; // volume / avgVolume
+  marketCap: number | undefined;
+  currency: string;
+  fiftyTwoWeekHigh: number | undefined;
+  fiftyTwoWeekLow: number | undefined;
+  dayHigh: number | undefined;
+  dayLow: number | undefined;
+  exchange: string;
+  lastUpdated?: number;
+  /** Session-fixed, so the price column reads its decimals from it rather than from each tick. */
+  previousClose?: number;
+}
+
+
+export type MarketHeatmapUniverseId = "us-equity" | "us-etf";
+type MarketHeatmapSource = "gloom";
+type MarketHeatmapSizeKind = "market-cap" | "net-assets";
+export interface MarketHeatmapAsset {
+  symbol: string;
+  name: string;
+  price: number;
+  change: number;
+  changePercent: number;
+  /**
+   * Whether the source actually carried a session change. `changePercent` keeps
+   * a numeric 0 for the shared screener row shape, so tiles must read this
+   * before showing a flat session that was really missing data.
+   */
+  hasChange: boolean;
+  size: number | null;
+  sizeKind: MarketHeatmapSizeKind;
+  volume: number | null;
+  currency: string;
+  exchange: string;
+  sector: string | null;
+  industry: string | null;
+  marketState: string | null;
+  source: MarketHeatmapSource;
+}
+
+export interface MarketHeatmapResult {
+  stale?: boolean;
+  universe: MarketHeatmapUniverseId;
+  source: MarketHeatmapSource;
+  fetchedAt: number;
+  assets: MarketHeatmapAsset[];
+}
+
+
+export interface MarketMoversPayload {
+  quotes: ScreenerQuote[];
+  source: "gloom";
+  stale: boolean;
+  asOf: string;
+}
+
+export interface DividendSummary {
+  trailingAnnualDividendRate: number | null;
+  trailingAnnualDividendYield: number | null;
+  forwardAnnualDividendRate: number | null;
+  payoutRatio: number | null;
+  exDividendDate: number | null;
+  dividendDate: number | null;
+  currency: string | null;
+}
+
+export interface MarketDividendsPayload {
+  stale?: boolean;
+  actions: CloudCorporateActionsPayload | null;
+  quote: CloudQuotePayload | null;
+  summary: DividendSummary | null;
+  historyError?: string;
+  summaryError?: string;
+}

package/src/api-client/paths.ts

@@ -311,30 +311,33 @@ export function cloudEarningsTranscriptPath(id: string): string {
   return `/cloud/transcripts/${encodeURIComponent(id)}`;
 }
 
-/** Executive compensation reads are open: no account, no plan. */
-export function publicProxyStatementsPath(ticker: string): string {
-  return `/public/proxies/${encodeURIComponent(normalizeIssuerResearchTicker(ticker))}`;
+/**
+ * RISK, EXEC and EK are Pro: these reads need a verified Pro account. The same
+ * risk factors and pay are open under /public for the gloom.sh pages.
+ */
+export function cloudProxyStatementsPath(ticker: string): string {
+  return `/cloud/proxies/${encodeURIComponent(normalizeIssuerResearchTicker(ticker))}`;
 }
 
-export function publicFilingEventsPath(ticker: string, limit?: number): string {
+export function cloudFilingEventsPath(ticker: string, limit?: number): string {
   const search = new URLSearchParams();
   if (limit != null) search.set("limit", String(limit));
   return appendQuery(
-    `/public/events/${encodeURIComponent(normalizeIssuerResearchTicker(ticker))}`,
+    `/cloud/events/${encodeURIComponent(normalizeIssuerResearchTicker(ticker))}`,
     search,
   );
 }
 
-export function publicRiskReportsPath(ticker: string): string {
-  return `/public/risks/${encodeURIComponent(normalizeIssuerResearchTicker(ticker))}`;
+export function cloudRiskReportsPath(ticker: string): string {
+  return `/cloud/risks/${encodeURIComponent(normalizeIssuerResearchTicker(ticker))}`;
 }
 
-export function publicRiskReportPath(ticker: string, year: number): string {
-  return `/public/risks/${encodeURIComponent(normalizeIssuerResearchTicker(ticker))}/${year}`;
+export function cloudRiskReportPath(ticker: string, year: number): string {
+  return `/cloud/risks/${encodeURIComponent(normalizeIssuerResearchTicker(ticker))}/${year}`;
 }
 
-export function publicProxyStatementPath(ticker: string, year: number): string {
-  return `/public/proxies/${encodeURIComponent(normalizeIssuerResearchTicker(ticker))}/${year}`;
+export function cloudProxyStatementPath(ticker: string, year: number): string {
+  return `/cloud/proxies/${encodeURIComponent(normalizeIssuerResearchTicker(ticker))}/${year}`;
 }
 
 export function cloudSecFilingsPath(params: CloudSecFilingsParams): string {

package/src/api-client/request.ts

@@ -17,6 +17,12 @@ import { SESSION_COOKIE_NAMES } from "./session-cookie";
 
 const DEFAULT_API_URL = "https://api.gloom.sh";
 const DEFAULT_MARKET_REQUEST_TIMEOUT_MS = 10_000;
+const DEFAULT_RESEARCH_REQUEST_TIMEOUT_MS = 45_000;
+// Research may fill missing sections after a primary read; quote/history reads remain latency bounded.
+const RESEARCH_MARKET_PATHS = new Set([
+  "/market/dividends", "/market/short-interest", "/market/movers", "/market/trending",
+  "/market/heatmap", "/market/earnings-calendar",
+]);
 /** Local status for "this runtime cannot stream", never returned by the server. */
 export const STREAMING_UNSUPPORTED_STATUS = 0;
 
@@ -140,6 +146,7 @@ export class CloudApiRequestTransport {
   private cookieSessionMode = false;
   private readonly fetchTransport: CloudApiFetchTransport | null;
   private readonly marketRequestTimeoutMs: number;
+  private readonly researchRequestTimeoutMs: number;
   private readonly connectionHealth: ConnectionHealthRegistry;
 
   readonly baseUrl = getCloudApiBaseUrl();
@@ -154,6 +161,7 @@ export class CloudApiRequestTransport {
     this.fetchTransport = options.fetchTransport ?? null;
     this.marketRequestTimeoutMs =
       options.marketRequestTimeoutMs ?? DEFAULT_MARKET_REQUEST_TIMEOUT_MS;
+    this.researchRequestTimeoutMs = options.marketRequestTimeoutMs ?? DEFAULT_RESEARCH_REQUEST_TIMEOUT_MS;
     this.connectionHealth = options.connectionHealth ?? connectionHealth;
   }
 
@@ -257,6 +265,8 @@ export class CloudApiRequestTransport {
       return this.performRequest<T>(path, options, canApplySession);
     }
 
+    const timeoutMs = RESEARCH_MARKET_PATHS.has(path.split("?")[0]!)
+      ? this.researchRequestTimeoutMs : this.marketRequestTimeoutMs;
     const controller = new AbortController();
     const callerSignal = options?.signal;
     const abortFromCaller = () => controller.abort(callerSignal?.reason);
@@ -273,8 +283,8 @@ export class CloudApiRequestTransport {
       }, canApplySession);
       return await withDeadline(
         request,
-        this.marketRequestTimeoutMs,
-        `Cloud market request timed out after ${this.marketRequestTimeoutMs}ms: ${path}`,
+        timeoutMs,
+        `Cloud market request timed out after ${timeoutMs}ms: ${path}`,
         (error) => controller.abort(error),
       );
     } finally {

package/src/api-client/tape.ts

@@ -11,7 +11,7 @@ export interface TapeQuote {
   timestamp: string;
   bid: number | null;
   ask: number | null;
-  /** Alpaca quote sizes are round lots. */
+  /** Quote sizes are round lots. */
   bidSize: number;
   askSize: number;
   bidExchange: string;
@@ -20,7 +20,7 @@ export interface TapeQuote {
   tape: string;
 }
 export interface TapeSnapshot {
-  source: "Alpaca";
+  source: "Gloom Cloud";
   symbol: string;
   exchange: string;
   access: "realtime" | "delayed";

package/src/api-client/types.ts

@@ -454,6 +454,7 @@ export interface CloudCdsHistoryResponse {
 
 interface CloudShortInterestPointPayload {
   settlementDate: string;
+  shortPercentFloat?: number | null;
   sharesShort: number;
   previousSharesShort: number | null;
   averageDailyVolume: number | null;
@@ -463,6 +464,7 @@ interface CloudShortInterestPointPayload {
 }
 
 export interface CloudShortInterestPayload {
+  source?: "finra" | "gloom";
   symbol: string;
   issueName: string | null;
   points: CloudShortInterestPointPayload[];

package/src/app/dialog-bridge.tsx

@@ -0,0 +1,33 @@
+import { useCallback, useContext, type ReactNode } from "react";
+import { RemoteUiRegistryProvider, useRemoteUiRegistry } from "../remote/semantic-tree";
+import { AppContext, getEffectiveThemeId, useAppSelector } from "../state/app/context";
+import { ThemeProvider } from "../theme/theme-context";
+import { useRegisterDialogBridge } from "../ui/dialog-bridge";
+import { KeybindingsProvider, useKeybindings } from "./keybindings";
+
+function DialogTheme({ children }: { children: ReactNode }) {
+  const themeId = useAppSelector(getEffectiveThemeId);
+  return <ThemeProvider themeId={themeId}>{children}</ThemeProvider>;
+}
+
+/**
+ * Gives every dialog what the app gives its panes: the store, the theme, the
+ * keybindings and the remote registry, so a form in a dialog reads state and
+ * registers nodes like one in the app. Renders nothing.
+ */
+export function AppDialogBridge() {
+  const store = useContext(AppContext);
+  const registry = useRemoteUiRegistry();
+  const keybindings = useKeybindings();
+  const bridge = useCallback((content: ReactNode) => {
+    const withKeybindings = <KeybindingsProvider value={keybindings}>{content}</KeybindingsProvider>;
+    const withRegistry = registry
+      ? <RemoteUiRegistryProvider registry={registry}>{withKeybindings}</RemoteUiRegistryProvider>
+      : withKeybindings;
+    return store
+      ? <AppContext value={store}><DialogTheme>{withRegistry}</DialogTheme></AppContext>
+      : withRegistry;
+  }, [keybindings, registry, store]);
+  useRegisterDialogBridge(bridge);
+  return null;
+}

package/src/app/pane-runtime/index.tsx

@@ -6,6 +6,7 @@ import {
   bringToFront,
   findDockLeaf,
   getDockedPaneIds,
+  isPaneDetached,
   isPaneInLayout,
 } from "../../layout/pane-manager";
 import type { PluginRegistry } from "../../plugins/registry";
@@ -52,6 +53,8 @@ interface AppPaneRuntimeArgs {
   dialog: DialogApi;
   dispatch: Dispatch<AppAction>;
   externalPlugins: readonly LoadedExternalPlugin[];
+  /** Desktop main window: raises a detached pane's own window. */
+  focusDetachedPane?: (paneId: string) => void;
   isDetachedWindow: boolean;
   notify: (body: string, options?: { type?: "info" | "success" | "error" }) => void;
   persistConfig: (nextConfig: AppState["config"]) => void;
@@ -67,6 +70,7 @@ export function useAppPaneRuntime({
   dialog,
   dispatch,
   externalPlugins,
+  focusDetachedPane,
   isDetachedWindow,
   notify,
   persistConfig,
@@ -159,7 +163,9 @@ export function useAppPaneRuntime({
       persistLayout(nextLayout, { pushHistory: false });
     }
     activatePane(paneId);
-  }, [activatePane, persistLayout, state.config.layout]);
+    // Focus in this window's state alone would leave the pane's window behind this one.
+    if (isPaneDetached(nextLayout, paneId)) focusDetachedPane?.(paneId);
+  }, [activatePane, focusDetachedPane, persistLayout, state.config.layout]);
 
   const placePaneInstance = useCallback((
     instance: PaneInstanceConfig,
@@ -240,7 +246,6 @@ export function useAppPaneRuntime({
   const { createPaneFromTemplate } = useAppPaneTemplateRuntime({
     buildPaneInstance,
     dataProvider,
-    dialog,
     dispatch,
     notify,
     placePaneInstance,

package/src/app/pane-runtime/pane-settings-runtime.tsx

@@ -32,7 +32,7 @@ export function useAppPaneSettingsRuntime({
   stateRef,
   tickerRepository,
 }: UseAppPaneSettingsRuntimeOptions) {
-  const openPaneSettings = useCallback(async (paneId?: string) => {
+  const openPaneSettings = useCallback(async (paneId?: string, options?: { fieldKey?: string }) => {
     const targetPaneId = paneId
       ? resolvePaneTarget(paneId)
       : stateRef.current.focusedPaneId;
@@ -59,6 +59,7 @@ export function useAppPaneSettingsRuntime({
           paneId={targetPaneId}
           pluginRegistry={pluginRegistry}
           applyFieldValue={applyFieldValue}
+          initialFieldKey={options?.fieldKey}
         />
       ),
     });

package/src/app/pane-runtime/pane-template-runtime.ts

@@ -1,6 +1,7 @@
 import { useCallback, type Dispatch } from "react";
 import { getPaneTemplateDisplayLabel } from "../../components/command-bar/pane-templates/items";
 import { createPaneTemplateOrThrow } from "../../components/command-bar/workflow/ops";
+import { openFormModal } from "../../components/form-modal";
 import type { AppTickerRepositoryPort } from "../../core/app-service-ports";
 import type { PluginRegistry } from "../../plugins/registry";
 import type { AppAction, AppState } from "../../state/app/context";
@@ -10,10 +11,7 @@ import type {
   PaneDef,
   PaneTemplateCreateOptions,
   PaneTemplateInstanceConfig,
-  WizardStep,
 } from "../../types/plugin";
-import type { DialogApi } from "../../ui/dialog";
-import { runPaneTemplateDialogWizard } from "../pane-template-dialog-wizard";
 
 interface UseAppPaneTemplateRuntimeOptions {
   buildPaneInstance: (paneType: string, options?: {
@@ -24,7 +22,6 @@ interface UseAppPaneTemplateRuntimeOptions {
     instanceId?: string;
   }) => PaneInstanceConfig | null;
   dataProvider: DataProvider;
-  dialog: DialogApi;
   dispatch: Dispatch<AppAction>;
   notify: (body: string, options?: { type?: "info" | "success" | "error" }) => void;
   placePaneInstance: (
@@ -40,7 +37,6 @@ interface UseAppPaneTemplateRuntimeOptions {
 export function useAppPaneTemplateRuntime({
   buildPaneInstance,
   dataProvider,
-  dialog,
   dispatch,
   notify,
   placePaneInstance,
@@ -48,38 +44,23 @@ export function useAppPaneTemplateRuntime({
   stateRef,
   tickerRepository,
 }: UseAppPaneTemplateRuntimeOptions) {
-  const runPaneTemplateWizard = useCallback((steps: WizardStep[]) => (
-    runPaneTemplateDialogWizard(dialog, steps)
-  ), [dialog]);
-
   const createPaneFromTemplate = useCallback(async (templateId: string, options?: PaneTemplateCreateOptions) => {
     const template = pluginRegistry.paneTemplates.get(templateId);
     if (!template) return;
 
-    let resolvedOptions = options;
-    const shouldRunDialogWizard = !!template.wizard
+    // A template that asks for settings asks in the same form the command bar
+    // opens, which creates the pane when it is sent.
+    const asksForSettings = !!template.wizard
       && template.wizard.length > 0
       && !options?.values
       && (!options?.arg || template.wizard.some((step) => step.type === "textarea"));
-    if (shouldRunDialogWizard && template.wizard) {
-      const wizardSteps = options?.arg && template.shortcut?.argPlaceholder
-        ? template.wizard.map((step) => (
-          step.key === template.shortcut?.argPlaceholder
-            ? { ...step, defaultValue: options.arg }
-            : step
-        ))
-        : template.wizard;
-      const values = await runPaneTemplateWizard(wizardSteps);
-      if (!values) return;
-      resolvedOptions = {
-        ...options,
-        values,
-        arg: template.shortcut?.argPlaceholder ? values[template.shortcut.argPlaceholder] : options?.arg,
-      };
+    if (asksForSettings) {
+      openFormModal({ kind: "pane-template", templateId, arg: options?.arg, options });
+      return;
     }
 
     try {
-      await createPaneTemplateOrThrow(templateId, resolvedOptions, {
+      await createPaneTemplateOrThrow(templateId, options, {
         dataProvider,
         tickerRepository,
         pluginRegistry,
@@ -101,7 +82,6 @@ export function useAppPaneTemplateRuntime({
     notify,
     placePaneInstance,
     pluginRegistry,
-    runPaneTemplateWizard,
     stateRef,
     tickerRepository,
   ]);

package/src/app/pane-runtime/plugin-bindings.ts

@@ -4,6 +4,9 @@ import {
   createPaneTemplateOrThrow,
 } from "../../components/command-bar/workflow/ops";
 import type { AppTickerRepositoryPort } from "../../core/app-service-ports";
+import { openFormModal } from "../../components/form-modal";
+import { t } from "../../i18n";
+import { openBrokerAddFlow } from "../../plugins/builtin/broker-manager/add-request";
 import { getPanelFocusTarget } from "../../core/state/app/layout";
 import { setLayoutManagerDispatch } from "../../plugins/builtin/layout-manager";
 import { setMarketplaceHost } from "../../plugins/builtin/plugin-marketplace/store";
@@ -48,6 +51,7 @@ import type {
 import type { TickerOpenTarget } from "../../tickers/open-target";
 import { instrumentFromTicker } from "../../market-data/request-types";
 import { tickerInstrumentLabel } from "../../tickers/instrument-label";
+import { isDialogOpen } from "../../ui/dialog-stack";
 import { stableStringify } from "../../utils/hash";
 
 // Registry callbacks are rebound on renders. Request ownership must survive
@@ -70,7 +74,7 @@ interface BindAppPanePluginRegistryOptions {
   externalPlugins: readonly LoadedExternalPlugin[];
   focusVisiblePane: (paneId: string, layout?: LayoutConfig) => void;
   isDetachedWindow: boolean;
-  openPaneSettings: (paneId?: string) => Promise<void>;
+  openPaneSettings: (paneId?: string, options?: { fieldKey?: string }) => Promise<void>;
   openPinnedTicker: (rawSymbol: string, options?: PinTickerOptions) => Promise<void>;
   persistConfig: (nextConfig: AppState["config"]) => void;
   persistLayout: (layout: LayoutConfig, options?: { pushHistory?: boolean }) => void;
@@ -131,25 +135,43 @@ export function bindAppPanePluginRegistry({
       if (paneId) dispatch({ type: "FOCUS_PANE", paneId });
     },
     switchTab: (tabId, paneId) => switchTickerResearchTab(tabId, paneId),
+    // The bar would open over a dialog without its keys, so it waits for none to be open.
     openCommandBar: (query) => {
-      if (isDetachedWindow) return;
+      if (isDetachedWindow || isDialogOpen()) return;
       dispatch({ type: "SET_COMMAND_BAR", open: true, query });
     },
+    // Forms submit through the main window's state, so a detached window says where to go.
     openPluginCommandWorkflow: (commandId) => {
-      if (isDetachedWindow) return;
-      dispatch({
-        type: "SET_COMMAND_BAR",
-        open: true,
-        query: "",
-        launch: { kind: "plugin-command", commandId },
-      });
+      if (isDetachedWindow) {
+        pluginRegistry.notify({ body: t("Open this from the main window."), type: "info" });
+        return;
+      }
+      const command = pluginRegistry.commands.get(commandId);
+      if (!command?.wizard || command.wizard.length === 0) {
+        // Nothing to fill in: the bar opens, as it always has for such a command.
+        if (!isDialogOpen()) dispatch({ type: "SET_COMMAND_BAR", open: true, query: "" });
+        return;
+      }
+      openFormModal({ kind: "plugin-command", commandId });
+    },
+    openBuiltInWorkflow: (actionId) => {
+      if (isDetachedWindow) {
+        pluginRegistry.notify({ body: t("Open this from the main window."), type: "info" });
+        return;
+      }
+      // Profiles are added in the Brokers pane, not in a form.
+      if (actionId === "add-broker-account") {
+        openBrokerAddFlow(pluginRegistry);
+        return;
+      }
+      openFormModal({ kind: "builtin", actionId });
     },
     getLayout: () => stateRef.current.config.layout,
     updateLayout: (layout) => {
       if (isDetachedWindow) return;
       persistLayout(layout);
     },
-    openPaneSettings: (paneId) => { void openPaneSettings(paneId); },
+    openPaneSettings: (paneId, options) => { void openPaneSettings(paneId, options); },
     showPane: (paneId) => {
       if (isDetachedWindow) return;
       showPane(paneId);
@@ -335,7 +357,7 @@ export function bindAppPanePluginRegistry({
           toggleable: plugin.toggleable === true,
           enabled: !disabled.has(plugin.id),
           source: external ? "external" : "builtin",
-          ...(external?.directory ? { directory: external.directory } : {}),
+          ...(external?.directory ? { directory: external.directory, path: external.path } : {}),
           ...(external?.commit ? { commit: external.commit } : {}),
           ...(external?.linked ? { linked: true } : {}),
           hasSetup,
@@ -358,7 +380,7 @@ export function bindAppPanePluginRegistry({
           toggleable: true,
           enabled: !disabled.has(entry.plugin.id),
           source: "external",
-          ...(entry.directory ? { directory: entry.directory } : {}),
+          ...(entry.directory ? { directory: entry.directory, path: entry.path } : {}),
           ...(entry.commit ? { commit: entry.commit } : {}),
           ...(entry.linked ? { linked: true } : {}),
           ...(entry.unsupportedTarget ? { unsupportedTarget: entry.unsupportedTarget } : {}),