gloomberb 0.16.0 → 0.16.2

package/src/plugins/builtin/analytics/risk-pane.tsx

@@ -47,9 +47,14 @@ import { loadPortfolioRiskMarket } from "./risk-client";
 import { brokerPerformanceEvidence, parsePortfolioRiskEvidence } from "./risk-evidence";
 import { useBrokerPortfolioPerformance } from "./broker-performance";
 import {
+  BASKET_VIEWS,
   buildPortfolioRisk,
   HOLDINGS_SUMMARY_ROW_IDS,
+  portfolioRiskRequests,
   portfolioRiskTickers,
+  riskCoverageNotices,
+  riskCoverageShortfall,
+  riskCoverageText,
   riskPercentile,
   riskValue,
   RISK_VIEWS,
@@ -108,9 +113,9 @@ function holdingsSummaryItems(rows: RiskDisplayRow[]): StatItem[] {
   return rows.map((row) => ({
     id: row.id,
     label: HOLDINGS_SUMMARY_LABELS[row.id] ?? row.label,
-    value: row.value == null ? "--" : row.unit === "% gross" ? `${row.value.toFixed(2)}%` : row.value.toFixed(2),
-    // "Absolute gross current exposure" is the same method note on both weights.
-    detail: row.unit === "% gross" ? "gross" : row.detail,
+    value: row.value == null ? "--" : row.unit === "% basket" ? `${row.value.toFixed(2)}%` : row.value.toFixed(2),
+    // The same method note sits on both weights.
+    detail: row.unit === "% basket" ? "of basket" : row.detail,
   }));
 }
 /**
@@ -276,24 +281,20 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
         : [],
     [portfolio?.id, tickers],
   );
-  const instruments = useMemo(
-    () =>
-      localTickers.slice(0, 80).map((row) => ({
-        symbol: row.metadata.ticker,
-        exchange: row.metadata.exchange,
-      })),
-    [localTickers],
+  const requests = useMemo(
+    () => (portfolio ? portfolioRiskRequests(localTickers, portfolio.id) : []),
+    [localTickers, portfolio?.id],
   );
   const session = useResearchCloudSession();
   const loader = useCallback(
     async (force: boolean) => {
       const [market, brokerOptions] = await Promise.all([
-        loadPortfolioRiskMarket(instruments, force),
+        loadPortfolioRiskMarket(requests, force),
         loadPortfolioOptionBook(localTickers, portfolio!),
       ]);
       return { ...market, brokerOptions };
     },
-    [instruments, localTickers, portfolio, session.requestKey],
+    [requests, localTickers, portfolio, session.requestKey],
   );
   const resource = useAsyncResource(!frozen && portfolio ? loader : null, {
     clearOnError: isAccessDenied,
@@ -343,13 +344,21 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
     volatility,
   ]);
   const model = derived.model;
+  const marketLoading = resource.loading && !resource.data;
+  // A basket view with nothing to estimate says why in the body, not with a table of dashes.
+  const basketBody = useMemo<{ loading?: boolean; error?: string; title?: string; message?: string } | null>(() => {
+    if (!model || !BASKET_VIEWS.has(view)) return null;
+    if (!frozen && !resource.data)
+      return marketLoading ? { loading: true } : resource.error ? { error: resource.error } : null;
+    return view === "holdings" ? null : riskCoverageShortfall(model.coverage);
+  }, [frozen, marketLoading, model, resource.data, resource.error, view]);
   const holdingsSummary = useMemo(
     () => view === "holdings" ? holdingsSummaryItems((model?.rows.holdings ?? []).filter((row) => HOLDINGS_SUMMARY_ROW_IDS.has(row.id))) : [],
     [model, view],
   );
   const rows = useMemo(
     () =>
-      (model?.rows[view] ?? [])
+      (basketBody ? [] : model?.rows[view] ?? [])
         .filter((row) => view !== "holdings" || !HOLDINGS_SUMMARY_ROW_IDS.has(row.id))
         .sort((a, b) => {
         if (!sort.column) return 0;
@@ -364,7 +373,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
           (sort.direction === "asc" ? 1 : -1)
         );
       }),
-    [model, view, sort],
+    [basketBody, model, view, sort],
   );
   const openRow = rows.find((row) => row.id === open);
   const detailScrollRef = useRef<ScrollBoxRenderable | null>(null);
@@ -434,10 +443,27 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
   // Only real data limitations raise the footer warning; the empty evidence
   // views say what they need in the body, with the import action.
   const notices = [
+    ...riskCoverageNotices(model?.coverage),
+    ...(model?.notes ?? []),
     ...(model?.warnings ?? []),
     ...(derived.error ? [derived.error] : []),
     ...(resource.error ? [resource.error] : []),
   ];
+  // What the basket views cover, unless the body already says why they show nothing.
+  const coverageText = model && BASKET_VIEWS.has(view) && !basketBody ? riskCoverageText(model.coverage) : null;
+  const asOfDate = model?.rows[view].find((row) => row.asOf)?.asOf?.slice(0, 10) ?? null;
+  // Dated evidence only when a row has a date; a missing date is not a claim about history.
+  const asOfText = !model
+    ? null
+    : [
+        ...(basketBody ? [] : [
+          ...(asOfDate && sharedEvidence ? [sharedEvidence] : []),
+          model.portfolio.currency,
+          ...(asOfDate ? [asOfDate] : []),
+          ...(EVIDENCE_VIEWS.has(view) && model.evidence ? [model.evidence.source] : []),
+        ]),
+        ...(frozen ? ["snapshot"] : []),
+      ].join(" · ") || null;
   usePaneNoticeFooter({
     registrationId: "portfolio-risk-notices",
     notices,
@@ -458,18 +484,12 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
               },
             ]
           : []),
-        ...(model
-          ? [
-              {
-                id: "asof",
-                parts: [
-                  {
-                    text: `${sharedEvidence ? `${sharedEvidence} · ` : ""}${model.portfolio.currency} · ${model.rows[view].find((row) => row.asOf)?.asOf?.slice(0, 10) ?? "history unavailable"}${["performance", "attribution", "greeks"].includes(view) && model.evidence ? ` · ${model.evidence.source}` : ""}${frozen ? " · snapshot" : ""}`,
-                    tone: "muted" as const,
-                  },
-                ],
-              },
-            ]
+        // One segment, coverage first: a narrow footer cuts the date before what the numbers cover.
+        ...(coverageText || asOfText
+          ? [{
+              id: "asof",
+              parts: [{ text: [coverageText, asOfText].filter(Boolean).join(" · "), tone: "muted" as const }],
+            }]
           : []),
         ...(actionStatus
           ? [
@@ -482,7 +502,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
       ],
       hints,
     }),
-    [resource.loading, model, view, frozen, actionStatus, hints, sharedEvidence],
+    [resource.loading, coverageText, asOfText, actionStatus, hints],
   );
   useShortcut(
     (event) => {
@@ -509,7 +529,6 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
   // The chart follows the selected row: its own history, or for the return
   // rows the basket against SPY. Performance charts the account's TWR.
   const chartRow = rows.find((row) => row.id === selected) ?? rows[0];
-  const marketLoading = resource.loading && !resource.data;
   const chart = useMemo<ChartTableChart | null>(() => {
     if (!model) return null;
     if (view === "performance") {
@@ -673,7 +692,10 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
         }
         renderCell={(row, column) => {
           if (column.id === "label") return { text: row.label };
-          if (column.id === "value") return { text: sharedUnit || attributionParts ? bareValue(row) : riskValue(row) };
+          if (column.id === "value")
+            return row.leftOut
+              ? { text: "left out", value: null, color: colors.textMuted }
+              : { text: sharedUnit || attributionParts ? bareValue(row) : riskValue(row) };
           if (column.id === "percentile") return { text: riskPercentile(row) };
           if (column.id === "asOf") return { text: row.asOf?.slice(0, 10) ?? "--" };
           if (column.id === "allocation" || column.id === "selection" || column.id === "interaction") {
@@ -682,6 +704,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
           }
           return { text: row.detail };
         }}
+        selectedTextOverridesCellColor
         onActivate={(row) => setOpen(row.id)}
         detailOpen={!!openRow}
         detailTitle={openRow?.label}
@@ -699,7 +722,16 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
         }
         detailScrollRef={detailScrollRef}
         emptyContent={
-          evidenceMissing ? (
+          basketBody ? (
+            <PaneStatusBody
+              loading={basketBody.loading}
+              error={basketBody.error ?? null}
+              empty={!!basketBody.title}
+              loadingLabel="Loading portfolio risk"
+              emptyTitle={basketBody.title}
+              emptyMessage={basketBody.message || undefined}
+            />
+          ) : evidenceMissing ? (
             <PaneStatusBody
               empty
               emptyTitle="This view needs dated local evidence."

package/src/plugins/builtin/analytics/risk-test-data.ts

@@ -1,8 +1,13 @@
 import type {
+  CloudFredSeriesPayload,
   CloudMarketResponse,
   CloudPricePointPayload,
   CloudQuotePayload,
 } from "../../../api-client/types";
+import { getPublishedUsEquityCalendarDay } from "../../../market-data/published-us-sessions";
+import { createTestTicker } from "../../../test-support/ticker";
+import type { Portfolio, TickerRecord } from "../../../types/ticker";
+import { canonicalExchange, normalizeSymbol } from "../../../utils/exchanges";
 export const now = new Date("2026-09-22T12:00:00Z");
 export const instrument = { symbol: "SPY", exchange: "ARCA" };
 export const riskQuote = (symbol = "SPY", listing = "ARCA"): CloudQuotePayload => ({
@@ -51,3 +56,204 @@ export function riskHistory(): CloudMarketResponse<CloudPricePointPayload[]> {
     },
   };
 }
+
+/** One synthetic holding of the broker account below. */
+interface BrokerFixtureHolding {
+  symbol: string;
+  exchange: string;
+  currency: string;
+  quantity: number;
+  /** Listing price in its own currency; null when no market data covers the holding. */
+  price: number | null;
+  /** The broker's own snapshot market value in `currency`, for holdings no quote values. */
+  brokerValue?: number;
+}
+
+/** USD per unit, as the rate endpoint reports each currency. */
+const BROKER_FX_RATES: Readonly<Record<string, number>> = {
+  EUR: 1.1,
+  GBP: 1.25,
+  HKD: 0.128,
+  JPY: 0.0068,
+  TWD: 0.031,
+};
+export const BROKER_PORTFOLIO: Portfolio = { id: "broker", name: "Broker account", currency: "USD" };
+
+/**
+ * A synthetic broker account the size of a real one: 85 US listings worth
+ * $365,500 (quantity 1 to 85 at $100), six foreign listings worth $88,060 at
+ * the rates above and three holdings no market data covers, worth $15,000 in
+ * the broker's own snapshot. Covered share: 365,500 / 468,560 = 78.0%.
+ */
+export function brokerFixtureHoldings(): BrokerFixtureHolding[] {
+  const us = Array.from({ length: 85 }, (_, index) => ({
+    symbol: `US${String(index + 1).padStart(2, "0")}`,
+    exchange: index % 2 ? "NYSE" : "NASDAQ",
+    currency: "USD",
+    quantity: index + 1,
+    price: 100,
+  }));
+  const foreign = [
+    { symbol: "EUR1", exchange: "XETRA", currency: "EUR", quantity: 300, price: 50 },
+    { symbol: "EUR2", exchange: "EPA", currency: "EUR", quantity: 182, price: 100 },
+    { symbol: "GBP1", exchange: "LSE", currency: "GBp", quantity: 500, price: 2_000 },
+    { symbol: "HKD1", exchange: "HKEX", currency: "HKD", quantity: 2_000, price: 40 },
+    { symbol: "JPY1", exchange: "JPX", currency: "JPY", quantity: 500, price: 3_000 },
+    { symbol: "TWD1", exchange: "TWSE", currency: "TWD", quantity: 1_000, price: 600 },
+  ];
+  const unquoted = [
+    { symbol: "UNQ1", exchange: "NASDAQ", currency: "USD", quantity: 400, price: null, brokerValue: 8_000 },
+    { symbol: "UNQ2", exchange: "NYSE", currency: "USD", quantity: 250, price: null, brokerValue: 5_000 },
+    { symbol: "UNQ3", exchange: "NASDAQ", currency: "USD", quantity: 100, price: null, brokerValue: 2_000 },
+  ];
+  // Broker order is alphabetical, so the uncovered holdings sit among the rest.
+  return [...us, ...foreign, ...unquoted].sort((a, b) => a.symbol.localeCompare(b.symbol));
+}
+
+export function brokerFixtureTickers(
+  holdings: readonly BrokerFixtureHolding[] = brokerFixtureHoldings(),
+  portfolioId = BROKER_PORTFOLIO.id,
+): TickerRecord[] {
+  return holdings.map((holding) =>
+    createTestTicker(holding.symbol, holding.symbol, {
+      exchange: holding.exchange,
+      currency: holding.currency,
+      portfolios: [portfolioId],
+      positions: [{
+        portfolio: portfolioId,
+        shares: holding.quantity,
+        currency: holding.currency,
+        broker: "manual",
+        ...(holding.brokerValue != null ? { marketValue: holding.brokerValue } : {}),
+      }],
+    }),
+  );
+}
+
+/** Completed US sessions before `asOf`, oldest first. */
+function sessionDates(asOf: Date, count: number): string[] {
+  const dates: string[] = [];
+  const today = asOf.toISOString().slice(0, 10);
+  for (let day = Date.parse(today) - 86_400_000; dates.length < count; day -= 86_400_000) {
+    const date = new Date(day).toISOString().slice(0, 10);
+    if (getPublishedUsEquityCalendarDay("NYSE", date) === "session") dates.push(date);
+  }
+  return dates.reverse();
+}
+
+/** Each symbol wobbles on its own phase, so the basket, SPY and the factor spreads differ. */
+export function sessionHistory(
+  symbol: string,
+  exchange: string,
+  asOf: Date = now,
+  currency = "USD",
+  sessions = 130,
+): CloudMarketResponse<CloudPricePointPayload[]> {
+  const phase = [...symbol].reduce((sum, char) => sum + char.charCodeAt(0), 0) % 7;
+  return {
+    status: "success",
+    data: sessionDates(asOf, sessions).map((date, index) => {
+      const close = 100 + index * (0.05 + phase / 100) + Math.sin(index / 3 + phase) * 3;
+      return { date: `${date}T00:00:00.000Z`, open: close, high: close, low: close, close, volume: 100 };
+    }),
+    providerMeta: { servedResolution: "1d", currency, normalizedSymbol: symbol, normalizedExchange: exchange },
+  };
+}
+
+function fredSeries(id: string, asOf: Date): CloudFredSeriesPayload {
+  return {
+    info: {
+      id,
+      title: id,
+      units: id === "DGS10" ? "Percent" : "Index",
+      frequency: "Daily",
+      seasonalAdjustment: "Not Seasonally Adjusted",
+      source: "Illustrative",
+      notes: "",
+    },
+    observations: sessionDates(asOf, 130).map((date, index) => ({
+      date,
+      value: id === "DGS10" ? 4 + Math.sin(index / 5) / 4 : 18 + Math.cos(index / 4) * 2,
+    })),
+  };
+}
+
+/**
+ * Daily closes of the pair that prices `currency` against the dollar, every
+ * weekday as FX trades, wobbling around the rate the endpoint reports.
+ */
+function fxPairHistory(symbol: string, asOf: Date): CloudMarketResponse<CloudPricePointPayload[]> | null {
+  const currency = symbol.replace(/(USD)?=X$/, "");
+  const rate = BROKER_FX_RATES[currency];
+  if (rate == null) return null;
+  const usdQuoted = symbol.endsWith("USD=X");
+  const data: CloudPricePointPayload[] = [];
+  const today = Date.parse(asOf.toISOString().slice(0, 10));
+  for (let day = today - 240 * 86_400_000; day < today; day += 86_400_000) {
+    if ([0, 6].includes(new Date(day).getUTCDay())) continue;
+    const usdPerUnit = rate * (1 + Math.sin(data.length / 5) / 100);
+    const close = usdQuoted ? usdPerUnit : 1 / usdPerUnit;
+    data.push({ date: new Date(day).toISOString(), open: close, high: close, low: close, close });
+  }
+  return { status: "success", data, providerMeta: { servedResolution: "1d", normalizedSymbol: symbol } };
+}
+
+/**
+ * Cloud responses for the broker account: US listings and the factor proxies
+ * quote and keep daily history, foreign listings quote in their own currency,
+ * the uncovered holdings have neither. Daily FX history exists only with `fx`.
+ */
+export function brokerRiskClient(
+  asOf: Date = now,
+  holdings: readonly BrokerFixtureHolding[] = brokerFixtureHoldings(),
+  { fx = false }: { fx?: boolean } = {},
+) {
+  const bySymbol = new Map(holdings.map((holding) => [normalizeSymbol(holding.symbol), holding]));
+  const find = (symbol: string) => bySymbol.get(normalizeSymbol(symbol));
+  const calls = { quotes: 0, histories: [] as string[], rates: [] as string[] };
+  const client = {
+    calls,
+    getCloudQuotesBatch: async (requested: Array<{ symbol: string; exchange?: string }>) => {
+      calls.quotes += 1;
+      return {
+        status: "success" as const,
+        data: {
+          items: requested.map((row) => {
+            const holding = find(row.symbol);
+            if (holding && holding.price == null)
+              return { ...row, status: "empty" as const, data: null };
+            return {
+              ...row,
+              status: "success" as const,
+              data: {
+                ...riskQuote(row.symbol, holding?.exchange ?? row.exchange ?? ""),
+                currency: holding?.currency ?? "USD",
+                price: holding?.price ?? 110,
+                lastUpdated: asOf.getTime() - 60_000,
+              },
+            };
+          }),
+        },
+      };
+    },
+    getCloudHistory: async (symbol: string, exchange: string) => {
+      calls.histories.push(symbol);
+      if (symbol.endsWith("=X"))
+        return (fx && fxPairHistory(symbol, asOf)) ||
+          { status: "empty" as const, data: null, reasonCode: "Daily history unavailable" };
+      const holding = find(symbol);
+      if (holding && holding.price == null)
+        return { status: "empty" as const, data: null, reasonCode: "Daily history unavailable" };
+      return sessionHistory(symbol, canonicalExchange(exchange), asOf, holding?.currency ?? "USD");
+    },
+    getCloudFredSeries: async (id: string) => fredSeries(id, asOf),
+    getCloudExchangeRate: async (currency: string) => {
+      calls.rates.push(currency);
+      const rate = BROKER_FX_RATES[currency];
+      return rate == null
+        ? { status: "empty" as const, data: null }
+        : { status: "success" as const, data: { rate } };
+    },
+  };
+  return client;
+}

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

@@ -15,16 +15,18 @@ export const attentionHeadless: HeadlessPaneDefinition<"bundle"> = {
     const metadata = { asOf: data.asOf, stale: data.stale, complete: data.status === "ready" && !data.truncated,
       status: data.status, periodStart: data.periodStart, periodEnd: data.periodEnd, entitlement: data.entitlement,
       privacy: data.privacy, coverage: data.coverage, methodologyUrl: data.methodologyUrl, selectedListing: data.selectedListing ?? null, historyEvidence: data.historyEvidence ?? null, unit: "rounded researcher-hours" };
-    if (tab === "sectors" || tab === "countries") return { metadata, sections: [{ title: tab === "sectors" ? "Sector attention" : "Country attention",
+    // Published hour by hour, so not a feed, but the service says when publication has fallen behind.
+    const freshness = { status: data.stale ? "stale" as const : "not-a-feed" as const, basis: "hourly publication" };
+    if (tab === "sectors" || tab === "countries") return { metadata, freshness, sections: [{ title: tab === "sectors" ? "Sector attention" : "Country attention",
       columns: [{ key: "name", header: "Group" }, { key: "researchUnits", header: "Research hours" }, { key: "sharePct", header: "Share %" }, { key: "tickers", header: "Tickers" }], rows: data[tab].map((row) => ({ ...row })) }] };
-    if (tab === "history") return { metadata, sections: [{ title: "Published hourly history", columns: [{ key: "symbol", header: "Ticker" },
+    if (tab === "history") return { metadata, freshness, sections: [{ title: "Published hourly history", columns: [{ key: "symbol", header: "Ticker" },
       { key: "bucketStart", header: "Hour (UTC)" }, { key: "researchUnits", header: "Research hours" }],
       rows: data.history && data.selectedListing ? data.history.map((point) => ({ symbol: data.selectedListing!.symbol, ...point })) : data.rows.flatMap((row) => row.history.map((point) => ({ symbol: row.symbol, ...point }))) }] };
-    if (tab === "evidence") return { metadata, sections: [{ title: "Publication evidence", columns: [{ key: "symbol", header: "Ticker" },
+    if (tab === "evidence") return { metadata, freshness, sections: [{ title: "Publication evidence", columns: [{ key: "symbol", header: "Ticker" },
       { key: "periodStart", header: "Period start" }, { key: "periodEnd", header: "Period end" }, { key: "asOf", header: "Published" },
       { key: "confidence", header: "Quality" }, { key: "marketAsOf", header: "Market as of" }],
       rows: data.rows.map((row) => ({ symbol: row.symbol, ...row.evidence, baselinePeriods: row.baselinePeriods, marketAsOf: row.marketAsOf, news: row.news })) }] };
-    return { metadata, sections: [{ title: tab === "abnormal" ? "Abnormal attention" : "Research ranking", columns: [
+    return { metadata, freshness, sections: [{ title: tab === "abnormal" ? "Abnormal attention" : "Research ranking", columns: [
       { key: "rank", header: "Rank" }, { key: "symbol", header: "Ticker" }, { key: "name", header: "Name" }, { key: "researchUnits", header: "Research hours" },
       { key: "sharePct", header: "Share %" }, { key: "zScore", header: "Latest-hour Z-score" }, { key: "priceChangePct", header: "Price %" },
       { key: "relativeVolume", header: "Relative volume" }, { key: "sector", header: "Sector" }, { key: "country", header: "Country" },

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

@@ -7,7 +7,7 @@ import { AttentionPane } from "./pane";
 export const attentionModule: PluginModule = {
   panes: [{ id: "attention", name: "Research Attention", icon: "A", component: AttentionPane, defaultPosition: "right", defaultMode: "floating",
     defaultFloatingSize: { width: 126, height: 32 }, tableExport: true, headless: attentionHeadless },
-    { id: "attention-trending", name: "Gloom Trending", icon: "A", component: TrendingPane, defaultPosition: "right", defaultMode: "floating", defaultFloatingSize: { width: 58, height: 12 } }],
+    { id: "attention-trending", reportFreshness: { status: "not-a-feed", basis: "hourly publication" }, name: "Gloom Trending", icon: "A", component: TrendingPane, defaultPosition: "right", defaultMode: "floating", defaultFloatingSize: { width: 58, height: 12 } }],
   paneTemplates: [{ id: "attention-pane", paneId: "attention", label: "Research Attention",
     description: "Pro research attention: rankings, abnormal activity, sectors, countries and privacy-qualified hourly history.",
     keywords: ["attention", "trending", "research", "activity"], shortcut: { prefix: "ATTN", argKind: "text", argPlaceholder: "TICKER", argOptional: true },

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

@@ -159,7 +159,7 @@ export function AttentionPane({ width, height, focused }: PaneProps) {
   const cell = (row: AttentionRow | AttentionGroup | Locked, column: DataTableColumn, _index: number, state: { selected: boolean }): DataTableCell => {
     if (isLocked(row)) return desktop ? { text: "", content: <Blurred><Text fg={colors.textDim}>{column.id === "name" ? "Additional research" : "Hidden"}</Text></Blurred> }
       : { text: column.id === columns[0]!.id && row.id === "locked:0" ? "Pro" : "░░░", color: colors.textDim };
-    if (column.id === "sharePct") return { ...shareCell(number(row.sharePct, 1), maxShare ? row.sharePct / maxShare : null, column.width, colors, state.selected, desktop), value: row.sharePct };
+    if (column.id === "sharePct") return { ...shareCell(number(row.sharePct, 1), maxShare ? row.sharePct / maxShare : null, column.width, colors, state.selected), value: row.sharePct };
     if ("symbol" in row) {
       const numeric = typeof row[column.id as keyof AttentionRow] === "number" ? row[column.id as keyof AttentionRow] as number : undefined;
       switch (column.id) {

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

@@ -15,6 +15,7 @@ const awardRecord = (row: AwardRow) => ({ id: row.id, date: row.awardDate, dateB
 
 export const awardsHeadless: HeadlessPaneDefinition<"bundle"> = {
   shape: "bundle", argument: { kind: "free-text", optional: true, placeholder: "ticker", description: "Optional verified listed-company ticker, including exchange suffix." },
+  freshness: { source: "Public procurement records", status: "not-a-feed", basis: "published awards" },
   discovery: { aliases: ["AWARDS"], dataRequirements: ["Verified Gloom Cloud account"],
     limitations: ["Pro dataset; free accounts receive a limited preview", "Published procurement records; source coverage varies by jurisdiction",
       "Currencies and prime awards, subawards and notices are separate", "Award obligations are not revenue or remaining backlog", "Unresolved recipients retain their legal names"] },

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

@@ -240,7 +240,7 @@ function AwardsView({ width, height, focused, symbol }: PaneProps & { symbol: st
               if (column.id === "contracts") return { text: item.row.count.toLocaleString("en-US"), value: item.row.count, color: colors.textDim };
               if (column.id === "scope") return { text: awardScope(item.row.source), color: colors.textDim };
               return item.row.sharePercent === null ? missingCell(colors)
-                : { ...shareCell(`${item.row.sharePercent.toFixed(1)}%`, maxShare ? item.row.sharePercent / maxShare : null, column.width, colors, state.selected, desktop), value: item.row.sharePercent };
+                : { ...shareCell(`${item.row.sharePercent.toFixed(1)}%`, maxShare ? item.row.sharePercent / maxShare : null, column.width, colors, state.selected), value: item.row.sharePercent };
             }
             const award = item.row;
             if (column.id === "date") return { text: award.awardDate, value: award.awardDate };

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

@@ -8,6 +8,7 @@ import { parseRule } from "./rules";
 
 export const backtestHeadless: HeadlessPaneDefinition<"bundle"> = {
   shape: "bundle",
+  freshness: { status: "not-a-feed", basis: "backtest on daily closes", cadence: "daily", observedKey: "date", oldest: null },
   argument: { kind: "ticker", description: "Instrument to test" },
   describe: (args) => `BT ${args.symbols[0] ?? ""}`,
   discovery: {

package/src/plugins/builtin/bond-calculator/headless.ts

@@ -32,6 +32,7 @@ export const bondCalculatorHeadless: HeadlessPaneDefinition<"bundle"> = {
     return {
       complete: errors.length === 0,
       errors,
+      freshness: { source: "Your inputs, US Treasury", status: "not-a-feed", basis: "calculator", asOf: result.spread?.asOf ?? null },
       metadata: { settlement: draft.settlement, terms: result.terms, source: "Manual bond inputs; Treasury par yields via Gloom Cloud / FRED",
         treasuryAsOf: result.spread?.asOf ?? null, percentile: null, percentileReason: "Hypothetical bond has no historical sample", units: "Prices and DV01 per 100 face", mode: draft.mode },
       sections: [

package/src/plugins/builtin/buildout/cells.tsx

@@ -1,11 +1,10 @@
 import { TextAttributes } from "../../../ui";
-import type { DataTableCell } from "../../../components";
+import { TickerBadgeList, type DataTableCell } from "../../../components";
 import { colors } from "../../../theme/colors";
 import { formatRelativeTime } from "../../../utils/datetime-format";
 import {
   CompanyCell,
   FavoriteCell,
-  tickerBadges,
 } from "./detail";
 import type { BuildoutColumn, BuildoutRow } from "./model/types";
 import {
@@ -136,11 +135,13 @@ export function renderBuildoutCell(
         if (ownerTicker) {
           return {
             text: ownerTicker,
-            content: tickerBadges({
-              symbols: [ownerTicker],
-              width: column.width,
-              fallbackColor: rowState.selected ? colors.selectedText : colors.textBright,
-            }),
+            content: (
+              <TickerBadgeList
+                symbols={[ownerTicker]}
+                width={column.width}
+                fallbackColor={rowState.selected ? colors.selectedText : colors.textBright}
+              />
+            ),
           };
         }
         return { text: text(site.ownerName), color: colors.textDim };
@@ -174,11 +175,13 @@ export function renderBuildoutCell(
         return symbols.length > 0
           ? {
             text: symbols.join(" "),
-            content: tickerBadges({
-              symbols,
-              width: column.width,
-              fallbackColor: rowState.selected ? colors.selectedText : colors.textBright,
-            }),
+            content: (
+              <TickerBadgeList
+                symbols={symbols}
+                width={column.width}
+                fallbackColor={rowState.selected ? colors.selectedText : colors.textBright}
+              />
+            ),
           }
           : { text: text(update.companies?.map((company) => company.name).filter(Boolean).join(", ")), color: colors.textDim };
       }

package/src/plugins/builtin/buildout/detail/company.tsx

@@ -1,4 +1,4 @@
-import { Section } from "../../../../components";
+import { Section, TickerBadgeList } from "../../../../components";
 import { formatMarketPriceWithCurrency, liveQuoteFormatOptions } from "../../../../market-data/market/format";
 import { useInlineTickerQuote } from "../../../../state/hooks/inline-tickers";
 import { useTickerQuoteStream } from "../../../../state/hooks/live-ticker-financials";
@@ -10,7 +10,7 @@ import { formatCompact } from "../../../../utils/format";
 import { truncateWithEllipsis } from "../../../../utils/text-wrap";
 import { activityLabel, criticalityColor, dateShort, metricColor, metricNumber, textOrNull, tickerSymbol } from "../format";
 import type { BuildoutCompany } from "../model/types";
-import { DetailListLine, DetailSpecGrid, MarkdownBlock, RelatedCompaniesLine, tickerBadges, type DetailSpec, type InlineTickerCatalog } from "./ui";
+import { DetailListLine, DetailSpecGrid, MarkdownBlock, RelatedCompaniesLine, type DetailSpec, type InlineTickerCatalog } from "./ui";
 import { dateCell, detailListValues, recommendationColor, valueWithOriginal } from "./values";
 
 interface LiveCompanyValues {
@@ -112,7 +112,7 @@ export function CompanyDetail({
     <>
       {company.ticker ? (
         <Box flexDirection="row" height={1}>
-          {tickerBadges({ symbols: [company.ticker], width: Math.min(bodyWidth, 16) })}
+          <TickerBadgeList symbols={[company.ticker]} width={Math.min(bodyWidth, 16)} />
         </Box>
       ) : null}
       <CompanyOverviewGrid

package/src/plugins/builtin/buildout/detail/index.tsx

@@ -9,7 +9,6 @@ import { IntelDetail } from "./intel";
 export {
   CompanyCell,
   FavoriteCell,
-  tickerBadges,
 } from "./ui";
 
 export function BuildoutDetail({

package/src/plugins/builtin/buildout/detail/intel.tsx

@@ -1,10 +1,10 @@
-import { Badge } from "../../../../components";
+import { Badge, TickerBadgeList } from "../../../../components";
 import { RemoteImage } from "../../../../components/ui";
 import { colors } from "../../../../theme/colors";
 import { Box, Text } from "../../../../ui";
 import { dateDetail, intelSourceDomains, tickerSymbol } from "../format";
 import type { BuildoutRow } from "../model/types";
-import { InlineSources, MarkdownBlock, tickerBadges, type InlineTickerCatalog } from "./ui";
+import { InlineSources, MarkdownBlock, type InlineTickerCatalog } from "./ui";
 
 type BuildoutIntel = Extract<BuildoutRow, { kind: "intel" }>["item"];
 
@@ -29,10 +29,10 @@ export function IntelDetail({
       </Box>
       {(item.companies?.length ?? 0) > 0 && (
         <Box marginTop={1} height={1}>
-          {tickerBadges({
-            symbols: item.companies!.map((company) => tickerSymbol(company.ticker) ?? "").filter(Boolean),
-            width: Math.min(bodyWidth, 56),
-          })}
+          <TickerBadgeList
+            symbols={item.companies!.map((company) => tickerSymbol(company.ticker) ?? "")}
+            width={Math.min(bodyWidth, 56)}
+          />
         </Box>
       )}
       {item.imageUrl ? (

package/src/plugins/builtin/buildout/detail/site.tsx

@@ -1,11 +1,11 @@
-import { Section } from "../../../../components";
+import { Section, TickerBadgeList } from "../../../../components";
 import { colors } from "../../../../theme/colors";
 import { Box, Text } from "../../../../ui";
 import { truncateWithEllipsis } from "../../../../utils/text-wrap";
 import { activityColor, activityLabel, dateShort, sourceDomains } from "../format";
 import type { BuildoutSite } from "../model/types";
 import { SiteSatelliteImages } from "./satellite-images";
-import { DetailSpecGrid, InlineSources, MarkdownBlock, SourceDetailLines, tickerBadges, type InlineTickerCatalog } from "./ui";
+import { DetailSpecGrid, InlineSources, MarkdownBlock, SourceDetailLines, type InlineTickerCatalog } from "./ui";
 import { booleanText, dateCell, metadataSpecs, reportSectionText } from "./values";
 
 export function SiteDetail({
@@ -28,7 +28,7 @@ export function SiteDetail({
     <>
       {site.ownerTicker ? (
         <Box flexDirection="row" height={1}>
-          {tickerBadges({ symbols: [site.ownerTicker], width: Math.min(bodyWidth, 16) })}
+          <TickerBadgeList symbols={[site.ownerTicker]} width={Math.min(bodyWidth, 16)} />
         </Box>
       ) : null}
       <DetailSpecGrid
@@ -99,10 +99,7 @@ export function SiteDetail({
             <Box key={`${builder.companyName}-${index}`} flexDirection="column" marginTop={index === 0 ? 0 : 1}>
               <Box flexDirection="row" height={1}>
                 {builder.companyTicker
-                  ? tickerBadges({
-                    symbols: [builder.companyTicker],
-                    width: Math.min(12, bodyWidth),
-                  })
+                  ? <TickerBadgeList symbols={[builder.companyTicker]} width={Math.min(12, bodyWidth)} />
                   : null}
                 <Text fg={colors.textMuted}>
                   {truncateWithEllipsis(`${builder.companyName ?? "Company"}${builder.role ? ` - ${builder.role}` : ""}`, Math.max(0, bodyWidth - (builder.companyTicker ? 12 : 0)))}