gloomberb 0.16.0 → 0.16.2

package/src/components/ui/multi-select/dialog.tsx

@@ -1,4 +1,4 @@
-import { Box, Text, useUiCapabilities } from "../../../ui";
+import { Box, Text, useUiCapabilities, type InputRenderable } from "../../../ui";
 import { TextAttributes } from "../../../ui";
 import { useShortcut, useViewport } from "../../../react/input";
 import { type AlertContext, useDialog, useDialogKeyboard } from "../../../ui/dialog";
@@ -18,6 +18,7 @@ import { isDetailBackNavigationKey } from "../../../utils/back-navigation";
 import { isPlainKeyboardEvent } from "../../../utils/keyboard";
 import { ToggleList } from "../../toggle-list";
 import { Button } from "../button";
+import { TextField } from "../fields";
 import { listCursorMove } from "../list-view";
 import { DialogFrame } from "../frame";
 import { Popover } from "../popover";
@@ -64,6 +65,13 @@ export interface MultiSelectDialogContentProps extends AlertContext {
   emptyLabel?: string;
   idPrefix?: string;
   rowAction?: MultiSelectRowAction;
+  /**
+   * For a long list: a filter box over the rows (typing narrows them by label
+   * and description), each description beside its label and, when ordered,
+   * each selection's position at the row's end. The keyboard stays with the
+   * box: arrows move, Space picks, [ and ] reorder, Enter is done.
+   */
+  searchable?: boolean;
 }
 
 export interface MultiSelectDialogButtonProps {
@@ -82,6 +90,8 @@ export interface MultiSelectDialogButtonProps {
   onOpenChange?: (open: boolean) => void;
   /** Opens the dialog on desktop too, since the popover menu has no row actions. */
   rowAction?: MultiSelectRowAction;
+  /** A filter box over the rows; opens the dialog on desktop too, since the popover menu has none. */
+  searchable?: boolean;
 }
 
 export interface MultiSelectPopoverAnchorPoint {
@@ -118,6 +128,26 @@ function stopMouseEvent(event?: DialogTriggerEvent) {
 const DESKTOP_ROW_HEIGHT = 1.35;
 /** Terminal rows the dialog spends around its list: frame, title, buttons. */
 const TERMINAL_DIALOG_CHROME_ROWS = 10;
+/** Cells a searchable list shows on the desktop and web; the rest scrolls. */
+const DESKTOP_SEARCHABLE_LIST_CELLS = 16;
+
+/** A key that types a character: the filter box takes it. */
+function isTextKey(event: { sequence?: string; ctrl?: boolean; meta?: boolean; alt?: boolean }): boolean {
+  return event.sequence?.length === 1 && event.sequence >= " " && event.sequence !== "\u007f"
+    && !event.ctrl && !event.meta && !event.alt;
+}
+
+function matchesFilter(option: MultiSelectOption, needle: string): boolean {
+  return `${option.label} ${option.description ?? ""}`.toLowerCase().includes(needle);
+}
+
+/** The picks in their order, then every other option in the order given. */
+function selectedFirstOptions(options: readonly MultiSelectOption[], selectedValues: readonly string[]): MultiSelectOption[] {
+  const byValue = new Map(options.map((option) => [option.value, option]));
+  const picked = selectedValues.flatMap((value) => byValue.get(value) ?? []);
+  const chosen = new Set(picked.map((option) => option.value));
+  return [...picked, ...options.filter((option) => !chosen.has(option.value))];
+}
 
 type FocusedNode = { blur?(): void; closest?(selector: string): unknown };
 
@@ -219,19 +249,32 @@ export function MultiSelectDialogContent({
   ordered = false,
   idPrefix,
   rowAction,
+  searchable = false,
 }: MultiSelectDialogContentProps) {
   const isDesktopWeb = useUiCapabilities().nativePaneChrome === true;
   const optionByValue = useMemo(() => new Map(options.map((option) => [option.value, option])), [options]);
   const [selectedValues, setSelectedValues] = useState(() => normalizeDialogSelectedValues(options, selectedValuesProp, ordered));
   const [displayValues, setDisplayValues] = useState(() => getMultiSelectDisplayValues(options, selectedValuesProp, ordered));
   const knownSelectedValues = selectedValues.filter((value) => optionByValue.has(value));
+  // A long ordered list reads as the list being built on top, the rest below;
+  // a short one keeps every option in its row and swaps the picks among them.
+  const selectedFirst = searchable && ordered;
   const displayOptions = useMemo(
-    () => orderMultiSelectOptionsForDisplay(options, displayValues),
-    [displayValues, options],
+    () => (selectedFirst
+      ? selectedFirstOptions(options, selectedValues)
+      : orderMultiSelectOptionsForDisplay(options, displayValues)),
+    [displayValues, options, selectedFirst, selectedValues],
+  );
+  const [filter, setFilter] = useState("");
+  const filterRef = useRef<InputRenderable | null>(null);
+  const needle = searchable ? filter.trim().toLowerCase() : "";
+  const visibleOptions = useMemo(
+    () => (needle ? displayOptions.filter((option) => matchesFilter(option, needle)) : displayOptions),
+    [displayOptions, needle],
   );
   const [selectedOptionId, setSelectedOptionId] = useState(options[0]?.value ?? "");
-  const selectedIndex = Math.max(0, displayOptions.findIndex((option) => option.value === selectedOptionId));
-  const selectedOption = displayOptions[selectedIndex];
+  const selectedIndex = Math.max(0, visibleOptions.findIndex((option) => option.value === selectedOptionId));
+  const selectedOption = visibleOptions[selectedIndex];
   const selectedOptionValue = selectedOption?.value ?? "";
   const selectedValueOrder = knownSelectedValues.indexOf(selectedOptionValue);
   const canMoveUp = ordered && selectedValueOrder > 0;
@@ -258,7 +301,14 @@ export function MultiSelectDialogContent({
     setSelectedOptionId(displayOptions[0]?.value ?? "");
   }, [displayOptions, selectedOptionId]);
 
-  const toggleItems = displayOptions.map((option) => {
+  // A touch screen would raise its keyboard over the list the moment it opens.
+  useEffect(() => {
+    if (!searchable || (globalThis as { matchMedia?: (query: string) => { matches: boolean } }).matchMedia?.("(pointer: coarse)").matches) return;
+    const timer = setTimeout(() => filterRef.current?.focus?.(), 0);
+    return () => clearTimeout(timer);
+  }, [searchable]);
+
+  const toggleItems = visibleOptions.map((option) => {
     const order = knownSelectedValues.indexOf(option.value);
     const orderDescription = ordered && order >= 0
       ? `Order ${order + 1} of ${knownSelectedValues.length}.`
@@ -269,15 +319,19 @@ export function MultiSelectDialogContent({
       label: labelOverrides[option.value] ?? option.label,
       disabled: option.disabled,
       enabled: selectedValues.includes(option.value),
-      description: [option.description, orderDescription].filter((entry): entry is string => !!entry).join(" "),
+      description: searchable
+        ? option.description
+        : [option.description, orderDescription].filter((entry): entry is string => !!entry).join(" "),
+      detail: searchable && ordered && order >= 0 ? String(order + 1) : undefined,
     };
   });
   const viewport = useViewport();
   // A short terminal would clip rows under the dialog's edge: the list scrolls
-  // in whatever height is left.
+  // in whatever height is left. The height follows the whole list, not the rows
+  // the filter leaves, so typing does not make the dialog jump.
   const listHeight = isDesktopWeb
-    ? Math.min(12, Math.max(5, displayOptions.length * DESKTOP_ROW_HEIGHT))
-    : Math.max(3, Math.min(12, Math.max(6, toggleItems.length), viewport.height - TERMINAL_DIALOG_CHROME_ROWS));
+    ? Math.min(searchable ? DESKTOP_SEARCHABLE_LIST_CELLS : 12, Math.max(5, displayOptions.length * DESKTOP_ROW_HEIGHT))
+    : Math.max(3, Math.min(12, Math.max(6, displayOptions.length), viewport.height - TERMINAL_DIALOG_CHROME_ROWS - (searchable ? 2 : 0)));
   const pageSize = Math.floor(listHeight / (isDesktopWeb ? DESKTOP_ROW_HEIGHT : 1)) - 1;
 
   const applySelectedValues = async (nextValues: string[], nextDisplayValues = displayValues) => {
@@ -296,16 +350,23 @@ export function MultiSelectDialogContent({
 
   const toggleOption = async (option: MultiSelectOption | undefined) => {
     if (!option || option.disabled) return;
-    await applySelectedValues(ordered
+    const nextValues = ordered
       ? toggleOrderedMultiSelectValue(options, selectedValues, option.value)
-      : toggleMultiSelectValue(options, selectedValues, option.value));
+      : toggleMultiSelectValue(options, selectedValues, option.value);
+    const row = visibleOptions.findIndex((entry) => entry.value === option.value);
+    await applySelectedValues(nextValues);
+    if (!selectedFirst) return;
+    // The row moved between the picks and the rest. The cursor stays on its
+    // line, so Space picks or drops a row and moves on to the next.
+    const next = selectedFirstOptions(options, nextValues).filter((entry) => !needle || matchesFilter(entry, needle));
+    setSelectedOptionId(next[Math.min(Math.max(row, 0), next.length - 1)]?.value ?? option.value);
   };
 
   const moveOption = async (direction: "up" | "down") => {
     if (!ordered || !selectedOption) return;
     await applySelectedValues(
       moveMultiSelectValue(options, selectedValues, selectedOption.value, direction),
-      moveMultiSelectDisplayValue(displayValues, knownSelectedValues, selectedOption.value, direction),
+      selectedFirst ? displayValues : moveMultiSelectDisplayValue(displayValues, knownSelectedValues, selectedOption.value, direction),
     );
   };
 
@@ -318,11 +379,24 @@ export function MultiSelectDialogContent({
   };
 
   useDialogKeyboard((event) => {
+    if (searchable) {
+      // The box owns every key that types or edits text; the list keeps the rest.
+      const typing = event.targetEditable === true;
+      const editsText = isTextKey(event) ? event.sequence !== " " && event.name !== "[" && event.name !== "]"
+        : typing && ["backspace", "delete", "left", "right", "home", "end"].includes(event.name ?? "");
+      const backsUp = !typing && filter !== "" && (event.name === "backspace" || event.name === "delete");
+      if (editsText || backsUp) {
+        // A click on a row or button took the focus; the first key typed brings it back.
+        if (!typing) filterRef.current?.focus?.();
+        return;
+      }
+      if (isSpaceKey(event)) event.preventDefault();
+    }
     event.stopPropagation();
     const move = listCursorMove(event, pageSize);
     if (move) {
-      if (isDesktopWeb) releaseFocusOutsideList();
-      setSelectedOptionId(displayOptions[move(displayOptions, selectedIndex)]?.value ?? selectedOptionId);
+      if (isDesktopWeb && !searchable) releaseFocusOutsideList();
+      setSelectedOptionId(visibleOptions[move(visibleOptions, selectedIndex)]?.value ?? selectedOptionId);
     } else if (isSpaceKey(event)) {
       void toggleOption(selectedOption).catch(() => {});
     } else if (event.name === "[" && ordered) {
@@ -334,15 +408,24 @@ export function MultiSelectDialogContent({
     } else if (event.name === "enter" || event.name === "return" || event.name === "escape" || isDetailBackNavigationKey(event)) {
       dismiss();
     }
-  }, dialogId);
+  }, searchable ? { scope: dialogId, allowEditable: true } : dialogId);
 
   return (
     <DialogFrame title={title} showTitleDivider={!isDesktopWeb}>
       <Box
         flexDirection="column"
         gap={1}
-        style={isDesktopWeb ? { minWidth: 520 } : undefined}
+        style={isDesktopWeb ? { minWidth: "min(520px, calc(100vw - 96px))" } : undefined}
       >
+        {searchable && (
+          <TextField
+            inputRef={filterRef}
+            value={filter}
+            placeholder="Filter"
+            focused
+            onChange={setFilter}
+          />
+        )}
         <ToggleList
           items={toggleItems}
           selectedIdx={selectedIndex}
@@ -350,11 +433,12 @@ export function MultiSelectDialogContent({
           height={listHeight}
           scrollable
           showSelectedDescription={false}
+          showDescriptions={searchable}
           rowIdPrefix={idPrefix ? `${idPrefix}:option` : undefined}
           rowGap={isDesktopWeb ? 0 : undefined}
           rowHeight={isDesktopWeb ? DESKTOP_ROW_HEIGHT : undefined}
           surface={isDesktopWeb ? "plain" : undefined}
-          onSelect={(index) => setSelectedOptionId(displayOptions[index]?.value ?? selectedOptionId)}
+          onSelect={(index) => setSelectedOptionId(visibleOptions[index]?.value ?? selectedOptionId)}
           onToggle={(id) => {
             setSelectedOptionId(id);
             void toggleOption(optionByValue.get(id)).catch(() => {});
@@ -364,7 +448,7 @@ export function MultiSelectDialogContent({
           flexDirection="row"
           gap={1}
           justifyContent={isDesktopWeb ? "flex-end" : undefined}
-          style={isDesktopWeb ? { paddingTop: 6 } : undefined}
+          style={isDesktopWeb ? { paddingTop: 6, flexWrap: "wrap" } : undefined}
         >
           {ordered && (
             <>
@@ -403,6 +487,7 @@ function MultiSelectDialogButtonInner({
   shortcutActive = false,
   onOpenChange,
   rowAction,
+  searchable = false,
 }: MultiSelectDialogButtonProps, ref: ForwardedRef<MultiSelectDialogButtonHandle>) {
   const isDesktopWeb = useUiCapabilities().nativePaneChrome === true;
   const dialog = useDialog();
@@ -415,7 +500,7 @@ function MultiSelectDialogButtonInner({
   const openDialog = useCallback((event?: DialogTriggerEvent, anchorPoint?: MultiSelectPopoverAnchorPoint) => {
     stopMouseEvent(event);
     if (disabled) return;
-    if (isDesktopWeb && !ordered && !rowAction) {
+    if (isDesktopWeb && !ordered && !rowAction && !searchable) {
       setPopoverAnchorPoint(anchorPoint ?? null);
       setPopoverOpen(true);
       onOpenChange?.(true);
@@ -435,10 +520,11 @@ function MultiSelectDialogButtonInner({
           emptyLabel={emptyLabel}
           idPrefix={idPrefix}
           rowAction={rowAction}
+          searchable={searchable}
         />
       ),
     }).catch(() => {}).finally(() => onOpenChange?.(false));
-  }, [dialog, disabled, emptyLabel, idPrefix, isDesktopWeb, label, onChange, onOpenChange, options, ordered, rowAction, selectedValues, title]);
+  }, [dialog, disabled, emptyLabel, idPrefix, isDesktopWeb, label, onChange, onOpenChange, options, ordered, rowAction, searchable, selectedValues, title]);
 
   const closePopover = useCallback(() => {
     setPopoverOpen(false);
@@ -521,7 +607,7 @@ function MultiSelectDialogButtonInner({
     );
   }
 
-  if (isDesktopWeb && !ordered && !rowAction) {
+  if (isDesktopWeb && !ordered && !rowAction && !searchable) {
     return (
       <Popover
         open={popoverOpen}

package/src/components/ui/range-track.tsx

@@ -0,0 +1,53 @@
+import { useThemeColors } from "../../theme/theme-context";
+import { Box, Text, useUiCapabilities } from "../../ui";
+
+export interface RangeTrackProps {
+  /** Where the value sits between the low and the high, 0 to 1. */
+  position: number;
+  /** Cells the track spans. */
+  width: number;
+  markerColor: string;
+  /**
+   * Mark a value past either end with an arrow at that end (a square on the
+   * desktop) instead of pinning the dot there, so it does not read as the low
+   * or the high itself.
+   */
+  outside?: boolean;
+}
+
+/**
+ * Where a value sits between a low and a high (a day range, a 52-week range):
+ * a rule with a dot on it. The caller draws the endpoints. The terminal draws
+ * a box-drawing rule; the desktop draws a real line and dot, never glyphs.
+ */
+export function RangeTrack({ position, width, markerColor, outside = false }: RangeTrackProps) {
+  const colors = useThemeColors();
+  const isDesktopWeb = useUiCapabilities().nativePaneChrome === true;
+  const past = !outside ? null : position < 0 ? "below" : position > 1 ? "above" : null;
+  const at = position > 0 ? Math.min(1, position) : 0;
+  if (width <= 0) return null;
+  if (isDesktopWeb) {
+    return (
+      <Box width={width} height={1} flexShrink={0} style={{ position: "relative", justifyContent: "center" }} data-gloom-role="range-track">
+        <Box style={{ position: "absolute", left: 0, right: 0, height: "2px", borderRadius: "1px", backgroundColor: colors.border }} />
+        <Box style={{
+          position: "absolute",
+          left: `${at * 100}%`,
+          width: "8px",
+          height: "8px",
+          marginLeft: "-4px",
+          borderRadius: past ? "1px" : "50%",
+          backgroundColor: markerColor,
+        }} />
+      </Box>
+    );
+  }
+  const marker = Math.min(width - 1, Math.round(at * (width - 1)));
+  return (
+    <Box width={width} height={1} flexShrink={0} flexDirection="row">
+      <Text fg={colors.border}>{"─".repeat(marker)}</Text>
+      <Text fg={markerColor}>{past === "below" ? "◂" : past === "above" ? "▸" : "●"}</Text>
+      <Text fg={colors.border}>{"─".repeat(width - marker - 1)}</Text>
+    </Box>
+  );
+}

package/src/components/ui/status.tsx

@@ -1,7 +1,7 @@
 import type { ReactNode } from "react";
 import { t, tf } from "../../i18n";
 import { useThemeColors } from "../../theme/theme-context";
-import { Box, Text } from "../../ui";
+import { Box, Text, useUiCapabilities } from "../../ui";
 import { Spinner } from "./loading";
 import { ButtonActionScope } from "./action-scope";
 
@@ -15,13 +15,19 @@ export interface EmptyStateProps {
 
 export function EmptyState({ title, message, hint, actions, status = "empty" }: EmptyStateProps) {
   const colors = useThemeColors();
+  const { nativePaneChrome } = useUiCapabilities();
   // Provider messages must wrap at narrow pane widths rather than lose their tail.
   return (
     <Box flexDirection="column" data-gloom-status={status} data-gloom-ui="empty-state">
       <Box><Text fg={status === "error" ? colors.negative : colors.textDim} wrapText>{t(title)}</Text></Box>
       {message && <Box><Text fg={colors.textMuted} wrapText>{t(message)}</Text></Box>}
       {hint && <Box><Text fg={colors.textMuted} wrapText>{t(hint)}</Text></Box>}
-      {actions && <Box flexDirection="row" gap={1} marginTop={1}><ButtonActionScope>{actions}</ButtonActionScope></Box>}
+      {/* Wraps in a narrow pane rather than clipping the second action; a terminal wraps without a blank row. */}
+      {actions && (
+        <Box flexDirection="row" flexWrap="wrap" gap={1} rowGap={nativePaneChrome ? undefined : 0} marginTop={1}>
+          <ButtonActionScope>{actions}</ButtonActionScope>
+        </Box>
+      )}
     </Box>
   );
 }

package/src/components/ui/tabs.tsx

@@ -1,5 +1,5 @@
 import { useCallback, useEffect, useId, useMemo, useRef, useState } from "react";
-import { usePaneArrowClaim, usePaneMenuItems } from "../layout/pane/footer/registration";
+import { usePaneMenuItems, usePaneTabStripKeys } from "../layout/pane/footer/registration";
 import type { ContextMenuItem } from "../../types/context-menu";
 import { useShortcut } from "../../react/input";
 import { Box, ScrollBox, Text, useNativeRenderer, useUiHost } from "../../ui";
@@ -43,6 +43,8 @@ export interface TabsProps {
   addLabel?: string;
   onAdd?: () => void;
   onReorder?: (fromValue: string, toValue: string) => void;
+  /** A press that moves, on a tab that is not reordered. Desktop title-bar tabs use it to move the window. */
+  onDrag?: () => void;
   focused?: boolean;
   keyboardNavigation?: boolean;
   /**
@@ -67,12 +69,17 @@ export function Tabs({
   addLabel = "+",
   onAdd,
   onReorder,
-  focused = false,
+  onDrag,
+  focused: paneFocused = false,
   keyboardNavigation = true,
   paneMenu = true,
   scrollable = true,
   scrollId,
 }: TabsProps) {
+  // While a chart the user moved into holds the keys, the strip draws as
+  // unfocused, so it shows where the arrows went.
+  const stripKeys = usePaneTabStripKeys(keyboardNavigation, paneFocused);
+  const focused = paneFocused && !stripKeys.held;
   const language = useAppLanguage();
   const colors = useThemeColors();
   const tabs = useMemo(() => rawTabs.map((tab) => (
@@ -213,8 +220,7 @@ export function Tabs({
       event.stopPropagation();
       selectAdjacentTab(1);
     }
-  }, { enabled: focused && keyboardNavigation });
-  usePaneArrowClaim(focused && keyboardNavigation);
+  }, { enabled: stripKeys.active });
 
   if (NativeTabs) {
     return (
@@ -229,6 +235,7 @@ export function Tabs({
         addLabel={addLabel}
         onAdd={onAdd}
         onReorder={onReorder}
+        onDrag={onDrag}
         focused={focused}
         palette={palette}
       />

package/src/components/ui/text-prompt-dialog.tsx

@@ -1,10 +1,10 @@
 import { useEffect, useRef, useState } from "react";
-import { Box, Text, Textarea, type InputRenderable, type TextareaRenderable } from "../../ui";
+import { Box, Text, Textarea, useUiCapabilities, type InputRenderable, type TextareaRenderable } from "../../ui";
 import { t } from "../../i18n";
 import { useDialogKeyboard, type PromptContext } from "../../ui/dialog";
 import { useThemeColors } from "../../theme/theme-context";
 import { Button } from "./button";
-import { TextField } from "./fields";
+import { FRAMED_TEXTAREA_DESKTOP_STYLE, TextField } from "./fields";
 import { DialogFrame } from "./frame";
 
 export interface TextPromptDialogProps extends PromptContext<string> {
@@ -48,6 +48,7 @@ export function TextPromptDialog({
   footer,
 }: TextPromptDialogProps) {
   const colors = useThemeColors();
+  const { nativePaneChrome } = useUiCapabilities();
   const inputRef = useRef<InputRenderable | null>(null);
   const textareaRef = useRef<TextareaRenderable | null>(null);
   const [value, setValue] = useState(initialValue);
@@ -97,6 +98,7 @@ export function TextPromptDialog({
               backgroundColor={colors.panel}
               flexGrow={1}
               wrapText
+              {...(nativePaneChrome ? { style: FRAMED_TEXTAREA_DESKTOP_STYLE } : {})}
               keyBindings={[
                 { name: "return", action: "submit" },
                 { name: "linefeed", action: "submit" },

package/src/core/state/app/types.ts

@@ -45,10 +45,18 @@ interface CommandBarRunQueryLaunchRequest extends CommandBarLaunchRequestBase {
   query: string;
 }
 
+/** The add row opened the bar so the chosen venue joins this collection. */
+interface CommandBarAddListingLaunchRequest extends CommandBarLaunchRequestBase {
+  kind: "add-listing";
+  collectionId: string;
+  collectionKind: "watchlist" | "portfolio";
+}
+
 /** Forms open in their own modal (`openFormModal`), so the bar launches only its own screens. */
 type CommandBarLaunch =
   | { kind: "ticker-search"; query?: string }
-  | { kind: "run-query"; query: string };
+  | { kind: "run-query"; query: string }
+  | { kind: "add-listing"; collectionId: string; collectionKind: "watchlist" | "portfolio" };
 
 export interface AppState {
   config: AppConfig;
@@ -74,6 +82,7 @@ export interface AppState {
   commandBarLaunchRequest:
     | CommandBarTickerSearchLaunchRequest
     | CommandBarRunQueryLaunchRequest
+    | CommandBarAddListingLaunchRequest
     | null;
   themePreview: string | null;
   refreshing: Set<string>;

package/src/data/config/store/normalize.ts

@@ -311,7 +311,23 @@ function sanitizePortfolios(value: unknown, fallback: Portfolio[]): Portfolio[]
       && typeof (entry as Portfolio).name === "string"
       && typeof (entry as Portfolio).currency === "string",
     )
-    .map((entry) => ({ ...entry }));
+    .map(sanitizePortfolioAllocation);
+}
+
+/** Cash and target weights the portfolio commands write; anything else is dropped. */
+function sanitizePortfolioAllocation(entry: Portfolio): Portfolio {
+  const { cash, targetWeights, ...portfolio } = entry;
+  const next: Portfolio = { ...portfolio };
+  if (isRecord(cash) && typeof cash.amount === "number" && Number.isFinite(cash.amount)
+    && typeof cash.currency === "string" && /^[A-Z]{3}$/.test(cash.currency)) {
+    next.cash = { amount: cash.amount, currency: cash.currency };
+  }
+  if (isRecord(targetWeights)) {
+    const weights = Object.entries(targetWeights).filter((weight): weight is [string, number] =>
+      !!weight[0].trim() && typeof weight[1] === "number" && Number.isFinite(weight[1]) && weight[1] >= 0 && weight[1] <= 100);
+    if (weights.length > 0) next.targetWeights = Object.fromEntries(weights);
+  }
+  return next;
 }
 
 function sanitizeWatchlists(value: unknown, fallback: Watchlist[]): Watchlist[] {

package/src/i18n/es.ts

@@ -5,6 +5,7 @@
  * fixed-width terminal layouts stay readable.
  */
 export const es: Record<string, string> = {
+  "NAV · as of {date}": "NAV · al {date}",
   // ── Common UI ────────────────────────────────────────────────
   "Back": "Atrás",
   "Done": "Listo",
@@ -377,7 +378,6 @@ export const es: Record<string, string> = {
   "Price trigger alerts with notifications": "Alertas de precio con notificaciones",
   "Create a price alert from a symbol, condition, and target price": "Crear una alerta de precio con símbolo, condición y precio objetivo",
   "Public market heatmap for the largest US stocks and ETFs.": "Mapa de calor de las mayores acciones y ETF de EE. UU.",
-  "Largest US stocks and ETFs, sized by market cap or assets and colored by daily move.": "Mayores acciones y ETF de EE. UU., dimensionados por capitalización o activos y coloreados por variación diaria.",
   "Top gainers, losers, most active, and trending tickers": "Mayores alzas, bajas, más activos y tickers en tendencia",
   "Top gainers, losers, most active, and trending tickers.": "Mayores alzas, bajas, más activos y tickers en tendencia.",
   "S&P 500 sector and industry performance via ETF proxies": "Rendimiento sectorial e industrial del S&P 500 vía ETF",
@@ -524,7 +524,7 @@ export const es: Record<string, string> = {
   "Quit the terminal app.": "Salir de la aplicación de terminal.",
   "Copy the active terminal selection.": "Copiar la selección activa del terminal.",
   "Paste clipboard text into the active input.": "Pegar el portapapeles en la entrada activa.",
-  "Install an available app update when one is shown.": "Instalar una actualización disponible cuando se muestre.",
+  "Restart into a downloaded app update, or retry one that failed.": "Reinicia con una actualización descargada o reintenta una fallida.",
   "Close the focused pane, docked or floating.": "Cerrar el panel activo, anclado o flotante.",
   "Close all floating panes.": "Cerrar todos los paneles flotantes.",
   "Edit settings for the focused pane.": "Editar los ajustes del panel activo.",
@@ -823,7 +823,22 @@ export const es: Record<string, string> = {
   "Recent users": "Usuarios recientes",
   "No recent users": "Sin usuarios recientes",
   "Enter at least one @username.": "Ingresa al menos un @username.",
-  "Could not start conversation.": "No se pudo iniciar la conversación.",
+  "@{username} only takes DMs from people they have written to first.": "@{username} solo acepta DM de personas a las que escribió primero.",
+  "@{username} does not take DMs.": "@{username} no acepta DM.",
+  "@{username} was not found.": "No se encontró a @{username}.",
+  "{usernames} were not found.": "No se encontró a {usernames}.",
+  "One of those users was not found.": "No se encontró a uno de esos usuarios.",
+  "Someone in that group only takes DMs from people they have written to first.": "Alguien de ese grupo solo acepta DM de personas a las que escribió primero.",
+  "Could not start the conversation (error {status}).": "No se pudo iniciar la conversación (error {status}).",
+  "Could not start the conversation. Check your connection and try again.": "No se pudo iniciar la conversación. Revisa tu conexión e inténtalo de nuevo.",
+  "no DMs": "sin DM",
+  "Only takes DMs from people they have written to first.": "Solo acepta DM de personas a las que escribió primero.",
+  "Does not take DMs.": "No acepta DM.",
+  "Message @{username}": "Enviar mensaje a @{username}",
+  "Open DM with @{username}": "Abrir DM con @{username}",
+  "Message": "Mensaje",
+  "Open DM": "Abrir DM",
+  "Show Profile": "Ver perfil",
   "Starting": "Iniciando",
   "Start": "Iniciar",
 
@@ -943,7 +958,9 @@ export const es: Record<string, string> = {
 
   // ── Main dashboard ──────────────────────────────────────────
   "Installing update...": "Instalando actualización...",
-  "Update installed, restart to apply": "Actualización instalada; reinicia para aplicar",
+  "Update ready, restart to apply": "Actualización lista; reinicia para aplicar",
+  "Update ready": "Actualización lista",
+  "Restart": "Reiniciar",
   "Checking for updates...": "Buscando actualizaciones...",
   "Downloading v{version}: {percent}%": "Descargando v{version}: {percent}%",
   "Update failed: {error}": "Error al actualizar: {error}",
@@ -958,6 +975,9 @@ export const es: Record<string, string> = {
   "Minimize": "Minimizar",
   "Maximize": "Maximizar",
   "Pane unavailable.": "Panel no disponible.",
+  "{title} stopped working.": "{title} dejó de funcionar.",
+  "Reload pane": "Recargar panel",
+  "Close pane": "Cerrar panel",
   "Cash & Margin": "Efectivo y margen",
   "No non-zero cash balances.": "Sin saldos de efectivo distintos de cero.",
   "adding...": "agregando...",

package/src/i18n/ja.ts

@@ -5,6 +5,7 @@
  * fixed-width terminal layouts stay readable.
  */
 export const ja: Record<string, string> = {
+  "NAV · as of {date}": "NAV · {date}時点",
   // ── Common UI ────────────────────────────────────────────────
   "Back": "戻る",
   "Done": "完了",
@@ -378,7 +379,6 @@ export const ja: Record<string, string> = {
   "Price trigger alerts with notifications": "通知付きの価格トリガーアラート",
   "Create a price alert from a symbol, condition, and target price": "銘柄コード、条件、目標価格から価格アラートを作成",
   "Public market heatmap for the largest US stocks and ETFs.": "米国大型株と ETF の市場ヒートマップ。",
-  "Largest US stocks and ETFs, sized by market cap or assets and colored by daily move.": "米国大型株と ETF を時価総額・資産規模で表示し、日次騰落率で色分けします。",
   "Top gainers, losers, most active, and trending tickers": "値上がり、値下がり、出来高、注目銘柄",
   "Top gainers, losers, most active, and trending tickers.": "値上がり、値下がり、出来高、注目銘柄。",
   "S&P 500 sector and industry performance via ETF proxies": "ETF を使った S&P 500 のセクター・業種別騰落率",
@@ -525,7 +525,7 @@ export const ja: Record<string, string> = {
   "Quit the terminal app.": "ターミナル アプリを終了します。",
   "Copy the active terminal selection.": "アクティブな端末の選択をコピーします。",
   "Paste clipboard text into the active input.": "クリップボードのテキストをアクティブな入力に貼り付けます。",
-  "Install an available app update when one is shown.": "利用可能なアプリのアップデートが表示されたら、それをインストールします。",
+  "Restart into a downloaded app update, or retry one that failed.": "ダウンロード済みのアップデートで再起動するか、失敗したアップデートを再試行します。",
   "Close the focused pane, docked or floating.": "フォーカスされたペインをドッキングまたはフローティング状態で閉じます。",
   "Close all floating panes.": "すべてのフローティング ペインを閉じます。",
   "Edit settings for the focused pane.": "フォーカスされたペインの設定を編集します。",
@@ -837,7 +837,22 @@ export const ja: Record<string, string> = {
   "Recent users": "最近のユーザー",
   "No recent users": "最近のユーザーはいません",
   "Enter at least one @username.": "@username を 1 件以上入力してください。",
-  "Could not start conversation.": "会話を開始できませんでした。",
+  "@{username} only takes DMs from people they have written to first.": "@{username} は自分から先にメッセージを送った相手の DM だけを受け付けています。",
+  "@{username} does not take DMs.": "@{username} は DM を受け付けていません。",
+  "@{username} was not found.": "@{username} が見つかりません。",
+  "{usernames} were not found.": "{usernames} が見つかりません。",
+  "One of those users was not found.": "見つからないユーザーがいます。",
+  "Someone in that group only takes DMs from people they have written to first.": "このグループには、自分から先にメッセージを送った相手の DM だけを受け付けている人がいます。",
+  "Could not start the conversation (error {status}).": "会話を開始できませんでした (エラー {status})。",
+  "Could not start the conversation. Check your connection and try again.": "会話を開始できませんでした。接続を確認して、もう一度お試しください。",
+  "no DMs": "DM 不可",
+  "Only takes DMs from people they have written to first.": "自分から先にメッセージを送った相手の DM だけを受け付けています。",
+  "Does not take DMs.": "DM を受け付けていません。",
+  "Message @{username}": "@{username} にメッセージ",
+  "Open DM with @{username}": "@{username} との DM を開く",
+  "Message": "メッセージ",
+  "Open DM": "DM を開く",
+  "Show Profile": "プロフィールを表示",
   "Starting": "開始中",
   "Start": "開始",
 
@@ -957,7 +972,9 @@ export const ja: Record<string, string> = {
 
   // ── Main dashboard ──────────────────────────────────────────
   "Installing update...": "アップデートをインストール中...",
-  "Update installed, restart to apply": "アップデートがインストールされました。適用するには再起動してください",
+  "Update ready, restart to apply": "アップデートの準備ができました。適用するには再起動してください",
+  "Update ready": "アップデートの準備完了",
+  "Restart": "再起動",
   "Checking for updates...": "アップデートを確認中...",
   "Downloading v{version}: {percent}%": "v{version} をダウンロード中: {percent}%",
   "Update failed: {error}": "更新に失敗しました: {error}",
@@ -972,6 +989,9 @@ export const ja: Record<string, string> = {
   "Minimize": "最小化",
   "Maximize": "最大化",
   "Pane unavailable.": "ペインが使用できません。",
+  "{title} stopped working.": "{title} が動作を停止しました。",
+  "Reload pane": "ペインを再読み込み",
+  "Close pane": "ペインを閉じる",
   "Cash & Margin": "現金・証拠金",
   "No non-zero cash balances.": "現金残高はありません。",
   "adding...": "追加中...",