gloomberb 0.15.7 → 0.16.0

package/src/plugins/builtin/earnings-ripple/index.tsx

@@ -0,0 +1,35 @@
+import type { PluginModule } from "../plugin-module";
+import { formatTickerListInput, parseTickerListInput } from "../../../tickers/list";
+import { earningsRippleHeadless } from "./headless";
+import { EarningsRipplePane } from "./pane";
+
+function namedSymbols(arg: string | undefined): string[] {
+  try { return arg?.trim() ? parseTickerListInput(arg) : []; } catch { return []; }
+}
+
+export const earningsRippleModule: PluginModule = {
+  panes: [{
+    id: "earnings-ripple", name: "Earnings Ripple", icon: "E", component: EarningsRipplePane,
+    defaultPosition: "right", defaultMode: "floating", defaultFloatingSize: { width: 96, height: 20 },
+    tableExport: true,
+    settings: { title: "Earnings Ripple Settings", fields: [
+      { key: "symbols", label: "Holdings", type: "text", placeholder: "Blank for your portfolios and watchlists" },
+    ] },
+  }],
+  paneTemplates: [{
+    id: "earnings-ripple-pane", paneId: "earnings-ripple", label: "Earnings Ripple",
+    description: "Customers of your holdings that report soon, with the share of each holding's revenue they make up.",
+    keywords: ["ripl", "ripple", "earnings", "customers", "supply chain", "exposure", "read-through"],
+    shortcut: { prefix: "RIPL", argPlaceholder: "tickers", argKind: "ticker-list", argOptional: true, openWithoutArg: true },
+    headless: earningsRippleHeadless,
+    canCreate: () => true,
+    createInstance: (_context, options) => {
+      const symbols = options?.symbols?.length ? options.symbols : namedSymbols(options?.arg);
+      return {
+        title: symbols.length ? `RIPL ${formatTickerListInput(symbols)}` : "Earnings Ripple",
+        placement: "floating",
+        settings: symbols.length ? { symbols: formatTickerListInput(symbols) } : undefined,
+      };
+    },
+  }],
+};

package/src/plugins/builtin/earnings-ripple/model.ts

@@ -0,0 +1,98 @@
+import type { EarningsCalendarReport, EarningsTiming } from "../../../api-client/earnings";
+import type { SupplyChainPayload, SupplyRow } from "../../../api-client/supply-chain";
+import { isUsListingExchange } from "../../../utils/exchanges";
+import { MIN_AVERAGE_REPORTS } from "../earnings/board-model";
+
+/** Days ahead the calendar is read. */
+export const RIPPLE_DAYS = 30;
+
+export interface RippleRow {
+  id: string;
+  /** The company that reports. */
+  company: string;
+  companyName: string;
+  /** `customer`: the company buys from the holding. `supplier`: it sells to the holding. */
+  link: "customer" | "supplier";
+  date: string;
+  timing: EarningsTiming | null;
+  /** Mean absolute move over the company's last reports, once it has as many as ERN requires. */
+  averageMove: number | null;
+  holding: string;
+  /**
+   * Percent of the seller's revenue, as the seller's filing discloses it: the
+   * holding's revenue for a customer, the supplier's revenue for a supplier.
+   */
+  pctOfRevenue: number;
+  pctScope: string | null;
+  period: string;
+  /** The holding's own next report in the window, when it has one. */
+  holdingDate: string | null;
+}
+
+/** Whose revenue the share is of. */
+export const revenueOwner = (row: RippleRow) => row.link === "customer" ? row.holding : row.company;
+
+/**
+ * Listed counterparties in one role with a share of the seller's revenue: one
+ * per company, the latest period, then the larger share. Receivables and
+ * purchase shares measure something else and are left out.
+ */
+function revenueLinks(rows: readonly SupplyRow[], role: "customer" | "supplier"): SupplyRow[] {
+  const best = new Map<string, SupplyRow>();
+  for (const row of rows) {
+    const ticker = row.counterparty.ticker;
+    if (row.role !== role || !ticker || row.counterparty.aggregate || row.pctBasis !== "revenue" || row.pctOfRevenue == null) continue;
+    // The calendar covers US listings; a foreign code such as Foxconn's 2317 could collide with one.
+    if (row.counterparty.exchange && !isUsListingExchange(row.counterparty.exchange)) continue;
+    const key = ticker.toUpperCase();
+    const current = best.get(key);
+    if (!current || row.period > current.period || (row.period === current.period && row.pctOfRevenue > current.pctOfRevenue!)) best.set(key, row);
+  }
+  return [...best.values()];
+}
+
+/** Customers a holding names (`says`) and suppliers that name it (`names`), each with its link. */
+function rippleLinks(chain: SupplyChainPayload) {
+  return [
+    ...revenueLinks(chain.says, "customer").map((row) => ({ row, link: "customer" as const })),
+    ...revenueLinks(chain.names, "supplier").map((row) => ({ row, link: "supplier" as const })),
+  ];
+}
+
+/** Calendar symbols use the same eligibility as the displayed rows, in both directions. */
+export function rippleCompanyTickers(chains: ReadonlyMap<string, SupplyChainPayload>): string[] {
+  const companies = new Set<string>();
+  for (const [holding, chain] of chains) {
+    for (const { row } of rippleLinks(chain)) {
+      const company = row.counterparty.ticker!.toUpperCase();
+      if (company !== holding.toUpperCase()) companies.add(company);
+    }
+  }
+  return [...companies];
+}
+
+/**
+ * Customers a holding names in its own filings (`says`), and suppliers whose
+ * filings name the holding as a customer (`names`), that report in the
+ * calendar: soonest first, then by the share.
+ */
+export function projectRipple(chains: ReadonlyMap<string, SupplyChainPayload>, reports: readonly EarningsCalendarReport[]): RippleRow[] {
+  const next = new Map<string, EarningsCalendarReport>();
+  for (const report of reports) {
+    const key = report.symbol.toUpperCase();
+    const current = next.get(key);
+    if (!current || report.date < current.date) next.set(key, report);
+  }
+  const rows: RippleRow[] = [];
+  for (const [holding, chain] of chains) {
+    for (const { row, link } of rippleLinks(chain)) {
+      const company = row.counterparty.ticker!.toUpperCase();
+      const report = next.get(company);
+      if (!report || company === holding.toUpperCase()) continue;
+      rows.push({ id: `${holding}:${link}:${company}`, company, companyName: report.name ?? row.counterparty.name, link, date: report.date,
+        timing: report.timing, averageMove: report.averageReports >= MIN_AVERAGE_REPORTS ? report.averageMove : null, holding, pctOfRevenue: row.pctOfRevenue!, pctScope: row.pctScope,
+        period: row.period, holdingDate: next.get(holding.toUpperCase())?.date ?? null });
+    }
+  }
+  return rows.sort((a, b) => a.date.localeCompare(b.date) || b.pctOfRevenue - a.pctOfRevenue || a.holding.localeCompare(b.holding));
+}

package/src/plugins/builtin/earnings-ripple/pane.tsx

@@ -0,0 +1,103 @@
+import { useCallback, useMemo } from "react";
+import { DataTableView, EmptyState, PaneStatusBody, usePaneFooter, usePaneNoticeFooter,
+  type DataTableCell, type DataTableColumn, type PaneHint } from "../../../components";
+import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
+import { usePlanAccess } from "../../../api-client/plan-access";
+import { useAsyncResource, useAutoRefresh, usePaneSettingValue, usePluginAppActions, usePluginPaneState, useTickers } from "../../../public/react";
+import type { PaneProps } from "../../../types/plugin";
+import { Box } from "../../../ui";
+import { isUsListingExchange } from "../../../utils/exchanges";
+import { CLOUD_PLAN_KEY, useCloudUpgradeAction } from "../shared/cloud-upgrade";
+import { useResearchCloudSession } from "../shared/research-cloud-session";
+import { cachedRippleSources, loadRipple } from "./client";
+import { revenueOwner, RIPPLE_DAYS, type RippleRow } from "./model";
+
+/** Calls per refresh stay bounded: one disclosure request per holding. */
+const RIPPLE_HOLDINGS_LIMIT = 60;
+
+const COLUMNS: DataTableColumn[] = [
+  { id: "date", label: "Date", width: 11, align: "left" },
+  { id: "timing", label: "Time", width: 5, align: "left" },
+  { id: "company", label: "Reports", width: 24, align: "left" },
+  { id: "link", label: "Link", width: 13, align: "left" },
+  { id: "holding", label: "Holding", width: 9, align: "left" },
+  { id: "pct", label: "Revenue share", width: 15, align: "right" },
+  { id: "move", label: "Avg move", width: 9, align: "right" },
+  { id: "holdingDate", label: "Holding reports", width: 16, align: "right" },
+];
+
+function renderCell(row: RippleRow, column: DataTableColumn): DataTableCell {
+  switch (column.id) {
+    case "date": return { text: row.date };
+    case "timing": return { text: row.timing?.toUpperCase() ?? "--" };
+    case "company": return { text: `${row.company} ${row.companyName}` };
+    case "link": return { text: row.link === "customer" ? "customer of" : "supplier to" };
+    case "holding": return { text: row.holding };
+    case "pct": return { text: `${row.pctOfRevenue}%${row.pctScope ? "*" : ""} of ${revenueOwner(row)}`, value: row.pctOfRevenue };
+    case "move": return { text: row.averageMove == null ? "--" : `±${(row.averageMove * 100).toFixed(1)}%`, value: row.averageMove };
+    default: return { text: row.holdingDate ?? "--" };
+  }
+}
+
+export function EarningsRipplePane({ width, height, focused }: PaneProps) {
+  const [symbolsText] = usePaneSettingValue("symbols", "");
+  const tickers = useTickers();
+  const { createPaneFromTemplate } = usePluginAppActions();
+  const [selectedId, setSelectedId] = usePluginPaneState<string | null>("selectedRow", null);
+  const session = useResearchCloudSession();
+  const access = usePlanAccess();
+  const accessKey = `${session.requestKey}:${access.hasProAccess ? "full" : "preview"}`;
+  // Named tickers, or every US listing in the user's portfolios and watchlists, positions first.
+  const scope = useMemo(() => {
+    const named = symbolsText.split(/[\s,]+/).map((symbol) => symbol.trim().toUpperCase()).filter(Boolean);
+    const all = named.length ? [...new Set(named)] : [...new Set([...tickers.values()]
+      .filter((ticker) => ticker.metadata.portfolios.length + ticker.metadata.watchlists.length > 0 && isUsListingExchange(ticker.metadata.exchange))
+      .sort((a, b) => Number(b.metadata.portfolios.length > 0) - Number(a.metadata.portfolios.length > 0) || a.metadata.ticker.localeCompare(b.metadata.ticker))
+      .map((ticker) => ticker.metadata.ticker.toUpperCase()))];
+    return { holdings: all.slice(0, RIPPLE_HOLDINGS_LIMIT), total: all.length, named: named.length > 0 };
+  }, [symbolsText, tickers]);
+  const holdings = scope.holdings;
+  const holdingsKey = holdings.join(",");
+  const loader = useCallback((force: boolean) => loadRipple(holdings, cachedRippleSources(accessKey, force)), [holdingsKey, accessKey]);
+  const ripple = useAsyncResource(holdings.length ? loader : null);
+  useAutoRefresh(ripple.updatedAt, ripple.load);
+  usePaneRefreshKey(() => { void ripple.reload(); }, { focused });
+
+  const rows = ripple.data?.rows ?? [];
+  const selected = rows.find((row) => row.id === selectedId) ?? rows[0] ?? null;
+  const failures = ripple.data?.failures ?? [];
+  const truncated = ripple.data?.truncated ?? [];
+  const openUpgrade = useCloudUpgradeAction("ripl");
+  usePaneNoticeFooter({ registrationId: "earnings-ripple-notices", focused, notices: [
+    ...(scope.total > holdings.length ? [`Checking ${holdings.length} of ${scope.total} holdings${scope.named ? "" : ", positions first. Name tickers in pane settings to pick others"}`] : []),
+    ...(failures.length ? [`No disclosures for ${failures.map((failure) => failure.symbol).join(", ")}`] : []),
+    ...(truncated.length ? [`Free preview: top three customers and suppliers for ${truncated.join(", ")}`] : []),
+  ] });
+  const openSupply = useCallback((row: RippleRow) => createPaneFromTemplate("supply-chain-pane", { symbol: row.holding }), [createPaneFromTemplate]);
+  usePaneFooter("earnings-ripple", () => {
+    const hints: PaneHint[] = [
+      ...(selected ? [
+        { id: "supply", key: "s", label: "upply chain", onPress: () => openSupply(selected) },
+        { id: "earnings", key: "e", label: "arnings", onPress: () => createPaneFromTemplate("earnings-calendar-pane", { arg: selected.company }) },
+      ] : []),
+      ...(truncated.length ? [{ id: "upgrade", key: CLOUD_PLAN_KEY, label: "upgrade", title: "Upgrade to Pro", onPress: openUpgrade }] : []),
+    ];
+    return { info: [
+      ...(ripple.loading ? [{ id: "loading", parts: [{ text: "loading disclosures", tone: "muted" as const }] }] : []),
+      ...(ripple.data?.stale ? [{ id: "stale", parts: [{ text: "stale", tone: "warning" as const }] }] : []),
+    ], hints };
+  }, [ripple.loading, ripple.data?.stale, selected, openSupply, createPaneFromTemplate, truncated.length, openUpgrade]);
+
+  return <Box width={width} height={height} flexDirection="column" overflow="hidden">
+    {!holdings.length ? <EmptyState title="Add tickers to a portfolio or watchlist, or name them in pane settings." />
+      : <PaneStatusBody subject="earnings ripple" loading={ripple.loading && !ripple.data} error={!ripple.data ? ripple.error : null}
+        empty={!!ripple.data && !rows.length} emptyTitle={`No disclosed customer or supplier of these holdings reports in the next ${RIPPLE_DAYS} days.`}>
+        <DataTableView<RippleRow> focused={focused} columns={COLUMNS} items={rows} rootWidth={width} rootHeight={height}
+          getItemKey={(row) => row.id} emptyStateTitle="No reports." sortColumnId={null} sortDirection="asc"
+          selection={{ kind: "id", selectedId: selected?.id ?? null, getId: (row) => row.id, onChange: setSelectedId }}
+          onActivate={openSupply}
+          getExportMetadata={() => [["window", `${ripple.data?.from} to ${ripple.data?.to}`], ["revenue share", "percent of the seller's revenue, as its filing discloses"]]}
+          renderCell={renderCell} />
+      </PaneStatusBody>}
+  </Box>;
+}

package/src/plugins/builtin/equity-screener/client.ts

@@ -19,7 +19,7 @@ const savedPath = (id: string) => `saved/${encodeURIComponent(id)}`;
 export const screenerApi = {
   query: (query: ScreenQuery, signal?: AbortSignal, client: ScreenerClient = apiClient) =>
     client.equityScreener<ScreenPayload>("query", json("POST", query, { signal })),
-  fields: (signal?: AbortSignal) => apiClient.equityScreener<ScreenFieldsResponse>("fields?include=social,research", { signal }),
+  fields: (signal?: AbortSignal) => apiClient.equityScreener<ScreenFieldsResponse>("fields?include=social,research,attention,hiring-apps,kpis", { signal }),
   export: (definition: ScreenDefinition, snapshotId: string) =>
     apiClient.equityScreener<ScreenExportResponse>("export", json("POST", { ...definition, snapshotId }, { headers: { Accept: "application/json" } })),
   saved: async () => (await apiClient.equityScreener<{ screens: SavedScreen[] }>("saved")).screens,

package/src/plugins/builtin/equity-screener/criterion-editor.tsx

@@ -100,7 +100,7 @@ export function CriterionEditor({
         label="Field"
         emphasized={focused && active === "field"}
         value={fieldId}
-        options={fields.map((row) => ({ value: row.id, label: row.label }))}
+        options={fields.map((row) => ({ value: row.id, label: row.access === "pro" ? `${row.label} · Pro` : row.label }))}
         variant="field"
         width={Math.min(40, width - 4)}
         onFocus={() => setActive("field")}

package/src/plugins/builtin/equity-screener/model.ts

@@ -1,7 +1,10 @@
 import {
+  ATTENTION_FIELDS,
+  HIRING_APP_FIELDS,
   CATEGORY_FIELDS,
   NUMERIC_FIELDS,
   RESEARCH_FIELDS,
+  KPI_FIELDS,
   SOCIAL_FIELDS,
   type NumericField,
   type ScreenMetric,
@@ -20,6 +23,27 @@ import { formatCompact, formatNumber } from "../../../utils/format";
  * Growth and margins come from the latest fiscal-year statement, so they say FY.
  */
 export const SHORT_LABELS: Record<NumericField, string> = {
+  kpiArr: "ARR",
+  kpiNrrPercent: "NRR%",
+  kpiRpo: "RPO",
+  kpiCrpo: "CRPO",
+  kpiSubscribers: "SUBSCRIBERS",
+  kpiDau: "DAU",
+  kpiMau: "MAU",
+  kpiGmv: "GMV",
+  kpiTakeRatePercent: "TAKE RATE%",
+  kpiSameStoreSalesPercent: "SAME STORE%",
+  kpiStores: "STORES",
+  kpiBacklog: "BACKLOG",
+  kpiBookToBill: "BOOK/BILL",
+  kpiNimPercent: "NIM%",
+  kpiCet1Percent: "CET1%",
+  kpiCombinedRatioPercent: "COMBINED%",
+  kpiOccupancyPercent: "OCCUPANCY%",
+  kpiLoadFactorPercent: "LOAD FACTOR%",
+  guideRevenueChangePercent: "REV GUIDE CHG%",
+  guideEpsChangePercent: "EPS GUIDE CHG%",
+
   price: "PRICE",
   changePercent: "CHG%",
   volume: "VOLUME",
@@ -47,6 +71,8 @@ export const SHORT_LABELS: Record<NumericField, string> = {
   xPostsVsMedian: "X VS MED",
   wikiViewsPerDay: "WIKI/D",
   wikiViewsVsMedian: "WIKI VS MED",
+  attentionResearchUnits: "ATTN HRS",
+  attentionZScore: "ATTN Z",
   return1WPercent: "1W%",
   return1MPercent: "1M%",
   return3MPercent: "3M%",
@@ -61,20 +87,29 @@ export const SHORT_LABELS: Record<NumericField, string> = {
   analystUpsidePercent: "UPSIDE%",
   ivRank: "IV RANK",
   ivToHv: "IV/HV",
+  hiringOpenRoles: "OPEN ROLES",
+  hiringNetAddsWeek: "NET ROLES/WK",
+  hiringRemotePercent: "REMOTE%",
+  hiringZScore: "HIRING Z",
+  appAttentionScore: "APP SCORE",
+  appRankVelocity7d: "APP RANK/D",
+  appRatingDrift7d: "RATING 7D",
+  appRatingCountGrowth7d: "RATINGS 7D",
 };
-const COMPACT = new Set<NumericField>(["marketCap", "volume", "averageVolume20d", "shortInterestShares"]);
+const COMPACT = new Set<NumericField>(["kpiArr", "kpiRpo", "kpiCrpo", "kpiSubscribers", "kpiDau", "kpiMau", "kpiGmv", "kpiStores", "kpiBacklog", "marketCap", "volume", "averageVolume20d", "shortInterestShares"]);
 /** Daily counts: whole numbers below a thousand, compact above. */
 const DAILY_COUNTS = new Set<NumericField>(["xPostsPerDay", "wikiViewsPerDay"]);
-const RATIOS = new Set<NumericField>(["xPostsVsMedian", "wikiViewsVsMedian", "priceToBook", "evToEbitda", "ivToHv"]);
+const RATIOS = new Set<NumericField>(["kpiBookToBill", "xPostsVsMedian", "wikiViewsVsMedian", "priceToBook", "evToEbitda", "ivToHv"]);
 const RETURNS: NumericField[] = ["return1WPercent", "return1MPercent", "return3MPercent", "returnYtdPercent", "return1YPercent"];
-const SIGNED = new Set<NumericField>([
+const SIGNED = new Set<NumericField>(["hiringNetAddsWeek", "hiringZScore", "appRankVelocity7d", "appRatingDrift7d", "appRatingCountGrowth7d",
+  "guideRevenueChangePercent", "guideEpsChangePercent", "kpiSameStoreSalesPercent",
   "changePercent", "revenueGrowthPercent", "earningsGrowthPercent", "shortInterestChangePercent",
   ...RETURNS, "fromHigh52WPercent", "epsRevision30dPercent", "analystUpsidePercent",
 ]);
 /** Moves whose sign is the news: they take the sign colour. */
 export const SIGN_COLORED = new Set<NumericField>(["changePercent", ...RETURNS, "epsRevision30dPercent", "analystUpsidePercent"]);
-const COUNTS = new Set<NumericField>(["insiderPurchases90d", "insiderSales90d", "institutionalHolders", "institutionalNewHolders", "institutionalExits", "ivRank"]);
-const MONETARY = new Set<NumericField>(["price", "marketCap"]);
+const COUNTS = new Set<NumericField>(["appRatingCountGrowth7d", "hiringNetAddsWeek", "hiringOpenRoles", "attentionResearchUnits", "insiderPurchases90d", "insiderSales90d", "institutionalHolders", "institutionalNewHolders", "institutionalExits", "ivRank"]);
+const MONETARY = new Set<NumericField>(["price", "marketCap", "kpiArr", "kpiRpo", "kpiCrpo", "kpiGmv", "kpiBacklog"]);
 /** Shown after the screen's own criteria when the pane has room. */
 const CONTEXT_FIELDS: NumericField[] = ["marketCap", "price", "changePercent", "trailingPE", "revenueGrowthPercent", "operatingMarginPercent", "dividendYieldPercent"];
 
@@ -117,6 +152,26 @@ export const screenRowId = (row: Pick<ScreenRow, "symbol" | "exchange">) =>
   `${canonicalExchange(row.exchange)}:${row.symbol}`;
 export const screenLabel = (field: string) =>
   ({
+    kpiArr: "Annual recurring revenue",
+    kpiNrrPercent: "Net revenue retention %",
+    kpiRpo: "Remaining performance obligations",
+    kpiCrpo: "Current RPO",
+    kpiSubscribers: "Subscribers",
+    kpiDau: "Daily active users",
+    kpiMau: "Monthly active users",
+    kpiGmv: "Gross merchandise value",
+    kpiTakeRatePercent: "Take rate %",
+    kpiSameStoreSalesPercent: "Same-store sales growth %",
+    kpiStores: "Stores",
+    kpiBacklog: "Backlog",
+    kpiBookToBill: "Book-to-bill",
+    kpiNimPercent: "Net interest margin %",
+    kpiCet1Percent: "CET1 ratio %",
+    kpiCombinedRatioPercent: "Combined ratio %",
+    kpiOccupancyPercent: "Occupancy %",
+    kpiLoadFactorPercent: "Load factor %",
+    guideRevenueChangePercent: "Revenue guide change %",
+    guideEpsChangePercent: "EPS guide change %",
     trailingPE: "Trailing P/E",
     forwardPE: "Forward P/E",
     enterpriseToRevenue: "EV / revenue",
@@ -142,6 +197,8 @@ export const screenLabel = (field: string) =>
     xPostsVsMedian: "X posts vs median",
     wikiViewsPerDay: "Wikipedia views per day",
     wikiViewsVsMedian: "Wikipedia views vs median",
+    attentionResearchUnits: "Research attention hours (Pro)",
+    attentionZScore: "Abnormal research attention (Pro)",
     return1WPercent: "1W return %",
     return1MPercent: "1M return %",
     return3MPercent: "3M return %",
@@ -156,6 +213,14 @@ export const screenLabel = (field: string) =>
     analystUpsidePercent: "Analyst upside %",
     ivRank: "IV rank",
     ivToHv: "IV / HV",
+    hiringOpenRoles: "Hiring open roles",
+    hiringNetAddsWeek: "Net open roles per week",
+    hiringRemotePercent: "Remote roles %",
+    hiringZScore: "Hiring z-score",
+    appAttentionScore: "App attention score / 100",
+    appRankVelocity7d: "App rank places per day, 7D",
+    appRatingDrift7d: "App rating drift, 7D",
+    appRatingCountGrowth7d: "App ratings added, 7D",
   })[field] ??
   field
     .replace(/([A-Z])/g, " $1")
@@ -300,14 +365,14 @@ export function parseScreenDefinition(value: unknown): ScreenDefinition {
   });
   if (
     !item.currency &&
-    (["price", "marketCap"].includes(item.sort.field) ||
+    (MONETARY.has(item.sort.field as NumericField) ||
       item.criteria.some(
         (criterion) =>
-          ["price", "marketCap"].includes(criterion.field) &&
+          MONETARY.has(criterion.field as NumericField) &&
           !["present", "missing"].includes(criterion.op),
       ))
   )
-    throw new Error("Select one currency for price or market-cap comparisons.");
+    throw new Error("Select one currency for monetary comparisons.");
   return { version: 1, currency: item.currency, criteria,
     sort: { field: item.sort.field, direction: item.sort.direction } };
 }
@@ -363,7 +428,7 @@ export function validateScreenPayload(value: unknown): ScreenPayload {
     ids.add(screenRowId(row));
     for (const field of NUMERIC_FIELDS) {
       // A server from before social or research fields omits them; they read as unavailable.
-      if (!row.metrics[field] && ([...SOCIAL_FIELDS, ...RESEARCH_FIELDS] as readonly string[]).includes(field))
+      if (!row.metrics[field] && ([...SOCIAL_FIELDS, ...RESEARCH_FIELDS, ...ATTENTION_FIELDS, ...HIRING_APP_FIELDS, ...KPI_FIELDS] as readonly string[]).includes(field))
         row.metrics[field] = unavailableMetric();
       const metric = row.metrics[field];
       if (

package/src/plugins/builtin/equity-screener/pane.tsx

@@ -634,6 +634,7 @@ function EquityScreenView({
   const bodyHeight = Math.max(5, height - 1 - tabRows);
   const saveContent = !access.emailVerified ? (
     <SignInWall
+      placement="eqs-save-signin"
       action="save and open your screens"
       needsVerification={session.needsVerification}
     />
@@ -787,6 +788,7 @@ function EquityScreenView({
     ) : mode === "saved" ? (
       !access.emailVerified ? (
         <SignInWall
+          placement="eqs-signin"
           action="save and open your screens"
           needsVerification={session.needsVerification}
         />

package/src/plugins/builtin/estimate-revisions/pane.tsx

@@ -1,3 +1,4 @@
+import { useCompanyDisclosureLinks } from "../company-kpis/related";
 import { useCallback, useEffect, useMemo, useRef } from "react";
 import { Box, ScrollBox, type ScrollBoxRenderable } from "../../../ui";
 import {
@@ -242,6 +243,7 @@ export function EstimateRevisionsPane({ width, height, focused }: PaneProps) {
     colors = useThemeColors();
   const identity = listingIdentity(boundSymbol, ticker?.metadata.exchange ?? "");
   const symbol = identity?.symbol ?? null;
+  useCompanyDisclosureLinks(boundSymbol);
   const exchange = canonicalExchange(identity?.exchange ?? "");
   const loader = useCallback(
     (force: boolean) => loadEstimates(symbol!, exchange, force),
@@ -386,6 +388,7 @@ export function EstimateRevisionsPane({ width, height, focused }: PaneProps) {
   if (signInWall)
     return (
       <SignInWall
+        placement="estimate-revisions-signin"
         action="view estimate revisions"
         needsVerification={session.needsVerification}
       />

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

@@ -230,6 +230,7 @@ function figuresOf(statement: CloudProxyStatementPayload) {
 }
 
 const EXEC_WALL: ProFeatureWallCopy = {
+  placement: "exec-wall",
   action: "see executive pay",
   title: "Executive pay is part of Gloom Cloud Pro.",
   message: "Named executive officers and how they were paid, read from each proxy statement and checked against the filing.",
@@ -238,6 +239,7 @@ const EXEC_WALL: ProFeatureWallCopy = {
 export function ExecutivesPane({
   focused,
   width,
+  height,
   nested = false,
 }: {
   focused: boolean;
@@ -246,7 +248,7 @@ export function ExecutivesPane({
   /** Inside Ticker Research, whose own tab strip keeps h/l and the arrows. */
   nested?: boolean;
 }) {
-  const { wall, guard } = useProFeatureWall(EXEC_WALL);
+  const { wall, guard } = useProFeatureWall(EXEC_WALL, { width, height });
   const { symbol } = useBoundTicker();
   const ticker = symbol ? symbol.toUpperCase() : null;
   if (wall) return wall;
@@ -373,21 +375,21 @@ function ExecutiveResearch({ ticker, focused, width, nested, guard }: { ticker:
           >
             {figures.length > 0 && (
               <Box flexDirection="column">
-                <SectionHeading title="KEY FIGURES" />
+                <SectionHeading title="Key Figures" />
                 <FigureList figures={figures} width={proseWidth} minValueWidth={4} maxValueWidth={14} />
               </Box>
             )}
             {statement.ceo && (
               <Box flexDirection="column">
                 <SectionHeading marginTop={figures.length > 0 ? 1 : 0}
-                  title={`HOW ${statement.ceo.name.split(" ").pop()?.toUpperCase() ?? "THE CEO"} WAS PAID`}
+                  title={`How ${statement.ceo.name.trim().split(/\s+/).pop() || "the CEO"} Was Paid`}
                 />
                 <PayMixBar row={statement.ceo} width={proseWidth} />
               </Box>
             )}
             {statement.namedExecutives.length > 0 && (
               <Box flexDirection="column">
-                <SectionHeading marginTop={1} title="NAMED EXECUTIVE OFFICERS" />
+                <SectionHeading marginTop={1} title="Named Executive Officers" />
                 <ExecutiveRows
                   rows={statement.namedExecutives}
                   width={proseWidth}
@@ -396,7 +398,7 @@ function ExecutiveResearch({ ticker, focused, width, nested, guard }: { ticker:
             )}
             {statement.highlights && (
               <Box flexDirection="column">
-                <SectionHeading marginTop={1} title="WHAT CHANGED" />
+                <SectionHeading marginTop={1} title="What Changed" />
                 <BulletList items={statement.highlights.split("\n")} width={proseWidth} color={colors.text} />
               </Box>
             )}

package/src/plugins/builtin/exposure/charts.tsx

@@ -0,0 +1,66 @@
+import { ActionRow } from "../../../components";
+import { Box, ChartSurface, Text, useUiCapabilities } from "../../../ui";
+import { useThemeColors } from "../../../theme/theme-context";
+import type { ChartVectorShape } from "../../../ui/host";
+import type { ExposureComponent } from "../../../api-client/exposure";
+import { basisLabel, rangeText, type ExposureRow } from "./model";
+import { truncateToDisplayWidth } from "../../../utils/format";
+
+/** A disclosure-bound interval, not a probability band. Same numerical domain on both renderers. */
+export function ExposureRanges({ rows, selectedId, width, height, onSelect, onOpen, showTargets = false }: {
+  rows: ExposureRow[]; selectedId: string | null; width: number; height: number; onSelect: (id: string) => void; onOpen: (id: string) => void; showTargets?: boolean;
+}) {
+  const colors = useThemeColors();
+  const desktop = !!useUiCapabilities().nativePaneChrome;
+  const selected = rows.find(r => r.id === selectedId) ?? rows[0];
+  const eligible = rows.filter(r => r.shockId === selected?.shockId && r.basis === selected?.basis && r.period === selected?.period && r.exposure);
+  const shown = eligible.slice(0, Math.max(1, height - 1));
+  const lower = Math.min(0, ...eligible.map(r => r.exposure!.low));
+  // A fifth of headroom past the largest bound, so no interval or point sits on the edge of its track.
+  const upper = Math.max(1, ...eligible.map(r => r.exposure!.high)) * 1.2;
+  const span = upper - lower;
+  const labelWidth = Math.max(10, Math.min(showTargets ? 42 : 22, Math.floor(width * .32)));
+  const plotWidth = Math.max(8, width - labelWidth - 24);
+  return <Box flexDirection="column" flexGrow={1} minHeight={0} data-gloom-role="exposure-ranges">
+    {shown.map(row => {
+      const low = (row.exposure!.low - lower) / span, high = (row.exposure!.high - lower) / span;
+      const color = row.classification === "disclosed" ? colors.borderFocused : colors.warning;
+      // A disclosed point is a tick; an estimated interval is a band between two ticks.
+      const vectors: ChartVectorShape[] = [
+        { id: "zero", points: [{ x: (0 - lower) / span, y: .2 }, { x: (0 - lower) / span, y: .8 }], color: colors.border, strokeWidth: 1 },
+        { id: "track", points: [{ x: 0, y: .5 }, { x: 1, y: .5 }], color: colors.border, strokeWidth: 1 },
+        ...(high - low > 0.004 ? [{ id: "range", points: [{ x: low, y: .5 }, { x: high, y: .5 }], color, strokeWidth: 5 }] : []),
+        { id: "low", points: [{ x: low, y: .15 }, { x: low, y: .85 }], color, strokeWidth: 3 },
+        { id: "high", points: [{ x: high, y: .15 }, { x: high, y: .85 }], color, strokeWidth: 3 },
+      ];
+      const start = Math.floor(low * (plotWidth - 1)), end = Math.floor(high * (plotWidth - 1));
+      return <Box key={row.id} flexDirection="row" height={1} minHeight={1} paddingX={1}>
+        <Box width={labelWidth}><ActionRow label={truncateToDisplayWidth(showTargets ? `${row.label} · ${row.symbol}` : row.symbol || row.label, labelWidth - 1)} active={selectedId === row.id} onPress={() => { onSelect(row.id); onOpen(row.id); }} /></Box>
+        {desktop ? <ChartSurface width={plotWidth} height={1} vectors={vectors} /> : <Text fg={color}>{" ".repeat(start)}{"─".repeat(Math.max(0, end - start))}│{" ".repeat(Math.max(0, plotWidth - end - 1))}</Text>}
+        <Box width={20} alignItems="flex-end"><Text fg={color}>{rangeText(row.exposure)}</Text></Box>
+      </Box>;
+    })}
+  </Box>;
+}
+
+export function ExposurePathDiagram({ component, width, height }: { component: ExposureComponent | null; width: number; height: number }) {
+  const colors = useThemeColors();
+  const desktop = !!useUiCapabilities().nativePaneChrome;
+  if (!component?.path.length) return <Box paddingX={1} flexGrow={1}><Text fg={colors.textDim}>{component ? `${component.label} · ${basisLabel(component.basis)}` : "Select an evidence path."}</Text></Box>;
+  const hops = component.path;
+  const nodes = [hops[0]!.from, ...hops.map(h => h.to)];
+  const nodeWidth = Math.max(8, Math.floor((width - 2) / nodes.length));
+  const vectors: ChartVectorShape[] = hops.map((hop, i) => ({ id: `${i}`, points: [{ x: (i + .5) / nodes.length, y: .5 }, { x: (i + 1.5) / nodes.length, y: .5 }], color: hop.pct === null ? colors.textDim : colors.warning, strokeWidth: 2, handles: true }));
+  return <Box flexDirection="column" height={height} overflow="hidden">
+    <Box paddingX={1} height={1} flexShrink={0}><Text fg={colors.textDim}>{hops.length} hop{hops.length === 1 ? "" : "s"} · {component.classification}{component.exposurePct ? ` · ${rangeText(component.exposurePct)}` : ""}</Text></Box>
+    <Box flexDirection="row" height={1} flexShrink={0} paddingX={1}>{nodes.map((node, i) => <Box key={`${node.id}:${i}`} width={nodeWidth} alignItems="center"><Text fg={colors.textBright}>{truncateToDisplayWidth(node.symbol ?? node.name, nodeWidth - 2)}</Text></Box>)}</Box>
+    <Box height={1} flexShrink={0} paddingX={1}>
+      {desktop ? <ChartSurface width={width - 2} height={1} vectors={vectors} /> : <Text fg={colors.textDim}>{nodes.map((_, i) => i < hops.length ? "─".repeat(Math.max(1, nodeWidth - 2)) + "→ " : "").join("")}</Text>}
+    </Box>
+    {height >= 4 ? <Box flexDirection="row" height={1} flexShrink={0} paddingX={1}>{nodes.map((_, i) => <Box key={i} width={nodeWidth} alignItems="center"><Text fg={colors.warning}>{i === 0 ? "" : truncateToDisplayWidth(hops[i - 1]!.pct === null ? "Undisclosed share" : `${hops[i - 1]!.pct}% ${basisLabel(hops[i - 1]!.basis)}`, nodeWidth - 1)}</Text></Box>)}</Box> : null}
+    {height >= 5 ? <Box flexDirection="row" height={1} flexShrink={0} paddingX={1}>{nodes.map((_, i) => {
+      const evidence = i > 0 ? hops[i - 1]!.evidence[0] : null;
+      return <Box key={i} width={nodeWidth} alignItems="center"><Text fg={colors.textDim}>{evidence ? truncateToDisplayWidth(`${evidence.tier} · ${evidence.asOf ?? "undated"}`, nodeWidth - 1) : ""}</Text></Box>;
+    })}</Box> : null}
+  </Box>;
+}

package/src/plugins/builtin/exposure/client.ts

@@ -0,0 +1,53 @@
+import { apiClient } from "../../../api-client";
+import type { ExposurePayload, ExposureRequest, ExposureScenario } from "../../../api-client/exposure";
+import { isRecord } from "../../../utils/guards";
+import { validRange, parseCustomScenario } from "./model";
+
+const finite = (v: unknown) => typeof v === "number" && Number.isFinite(v);
+const nullableRange = (v: unknown) => v === null || validRange(v);
+const strings = (v: unknown) => Array.isArray(v) && v.every(x => typeof x === "string");
+function evidence(v: unknown): boolean {
+  if (!isRecord(v)) return false;
+  const safeUrl = v.url === null || (typeof v.url === "string" && /^https?:\/\//.test(v.url));
+  return typeof v.id === "string" && safeUrl && (v.quote === null || typeof v.quote === "string")
+    && ["structured", "primary", "secondary", "imported", "profile", "user"].includes(String(v.tier))
+    && (v.confidence === null || (finite(v.confidence) && Number(v.confidence) >= 0 && Number(v.confidence) <= 1));
+}
+/** Reject malformed percentages and untrusted source links before displaying any result. */
+export function validateExposure(value: ExposurePayload): ExposurePayload {
+  const data = value as ExposurePayload;
+  let valid = !!data && data.version === 1 && ["full", "preview"].includes(data.access)
+    && Number.isInteger(data.depth) && data.depth >= 1 && data.depth <= 4
+    && typeof data.evaluatedAt === "string" && Number.isFinite(Date.parse(data.evaluatedAt))
+    && Number.isInteger(data.requestedHoldings) && Number.isInteger(data.lockedHoldings) && data.lockedHoldings >= 0
+    && Array.isArray(data.holdings) && strings(data.unknowns) && strings(data.methodology);
+  try { parseCustomScenario(JSON.stringify(data.scenario)); } catch { valid = false; }
+  valid &&= data.holdings.every(h => typeof h.symbol === "string" && finite(h.weight) && Array.isArray(h.unknowns)
+    && ["quantified", "partial", "unknown"].includes(h.status) && !!h.coverage
+    && Array.isArray(h.measures) && h.measures.every(m => validRange(m.exposurePct) && nullableRange(m.impactPct) && strings(m.componentIds))
+    && Array.isArray(h.extensions) && h.extensions.every(row => isRecord(row) && typeof row.id === "string" && typeof row.label === "string"
+      && ["kpi", "guidance", "credit"].includes(row.kind) && (row.value === null || finite(row.value)) && typeof row.units === "string"
+      && (row.range === undefined || isRecord(row.range) && (row.range.low === null || finite(row.range.low)) && (row.range.high === null || finite(row.range.high))
+        && (row.range.low === null || row.range.high === null || row.range.low <= row.range.high))
+      && [row.currency, row.period, row.asOf, row.basis, row.qualifier, row.status].every(v => v == null || typeof v === "string")
+      && (row.valueText === undefined || typeof row.valueText === "string")
+      && (!row.dimensions || isRecord(row.dimensions) && Object.values(row.dimensions).every(v => typeof v === "string"))
+      && (!row.notes || strings(row.notes)) && Array.isArray(row.evidence) && row.evidence.every(evidence))
+    && Array.isArray(h.components) && h.components.every(c => nullableRange(c.exposurePct) && nullableRange(c.impactPct)
+      && (c.proportionalEstimatePct == null || finite(c.proportionalEstimatePct))
+      && ["disclosed", "estimated", "unknown"].includes(c.classification) && Array.isArray(c.evidence) && c.evidence.every(evidence)
+      && Array.isArray(c.path) && c.path.every(hop => !!hop.from && !!hop.to && Array.isArray(hop.evidence) && hop.evidence.every(evidence)) && strings(c.unknowns)));
+  valid &&= !!data.portfolio && finite(data.portfolio.netWeight) && finite(data.portfolio.grossWeight) && finite(data.portfolio.residualWeight)
+    && Array.isArray(data.portfolio.measures) && data.portfolio.measures.every(m => validRange(m.signedExposurePct) && validRange(m.grossExposurePct) && nullableRange(m.impactPct))
+    && Array.isArray(data.portfolio.concentrations) && data.portfolio.concentrations.every(c => nullableRange(c.grossExposurePct) && nullableRange(c.signedExposurePct) && Array.isArray(c.evidence) && c.evidence.every(evidence));
+  if (!valid) throw new Error("The server returned unreadable exposure data.");
+  return data;
+}
+export async function fetchExposure(request: ExposureRequest, client: Pick<typeof apiClient, "analyzeCloudExposure"> = apiClient) {
+  return validateExposure(await client.analyzeCloudExposure(request));
+}
+export async function fetchScenarios(client: Pick<typeof apiClient, "getCloudExposureScenarios"> = apiClient): Promise<ExposureScenario[]> {
+  const data = await client.getCloudExposureScenarios();
+  if (!Array.isArray(data.scenarios)) throw new Error("Scenario library is unavailable.");
+  return data.scenarios.map(s => parseCustomScenario(JSON.stringify(s)));
+}