gloomberb 0.16.0 → 0.16.2

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

@@ -0,0 +1,175 @@
+import { useCallback, useMemo, useRef, useState } from "react";
+import type { FundChange, FundMember } from "../../../api-client/members";
+import { DataTableStackView, DataTableView, DetailScrollBody, EmptyState, KeyValueRow, PaneFooterScope, PaneStatusBody, Prose, QueryBar, StatGrid,
+  isSectionedItemRow, renderSectionedRowHeader, useExternalLinkFooter, usePaneNoticeFooter, usePaneStatusFooter, usePaneTabs, useQueryBarSearch,
+  type DataTableCell, type DataTableColumn, type PaneFooterSegment, type SectionedRow } from "../../../components";
+import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
+import { useAsyncResource, useAutoRefresh, usePaneInstance, usePaneTickerIdentity, usePaneTitle, usePluginPaneState, usePluginTickerActions } from "../../../public/react";
+import { priceColor } from "../../../theme/colors";
+import { useThemeColors } from "../../../theme/theme-context";
+import type { PaneProps } from "../../../types/plugin";
+import { Box, type ScrollBoxRenderable } from "../../../ui";
+import { nextHeaderSort, type SortPreference } from "../../../utils/sort-values";
+import { isPlainArrowUp, stopSearchFocusNavigation } from "../../../utils/search-focus-navigation";
+import { cachedChanges, cachedFunds, cachedMembers, loadChanges, loadFunds, loadMembers } from "./client";
+import { canonicalFund, changeColumns, changeLabel, changeReason, coveredFund, decimal, DEFAULT_SORT, isTab, memberColumns, memberRows, membersTitle, notCoveredMessage, percent, TABS, type MembersTab } from "./model";
+
+type ViewProps = Pick<PaneProps, "width" | "height" | "focused"> & { fund: string; active: boolean };
+const rowKey = (row: SectionedRow<FundMember>) => row.key;
+
+function Holdings({ fund, tab, width, height, focused, active }: ViewProps & { tab: MembersTab }) {
+  const colors = useThemeColors();
+  const { pinTicker } = usePluginTickerActions();
+  const resource = useAsyncResource(useCallback((force: boolean) => loadMembers(fund, force), [fund]), { initialData: useCallback(() => cachedMembers(fund), [fund]) });
+  const data = resource.data?.payload;
+  const [sort, setSort] = usePluginPaneState<SortPreference<string>>(`sort:${fund}`, DEFAULT_SORT);
+  const [selected, setSelected] = usePluginPaneState<string | null>(`member:${fund}`, null);
+  const [query, setQuery] = useState("");
+  const search = useQueryBarSearch();
+  const movers = tab === "movers";
+  const rows = useMemo(() => memberRows(data?.members ?? [], tab, query, sort), [data, tab, query, sort]);
+  const columns = useMemo(() => memberColumns(width, movers), [width, movers]);
+  useAutoRefresh(resource.updatedAt, () => { if (active) void resource.load(); });
+  usePaneRefreshKey(() => void resource.reload(), { focused, enabled: active && !search.active });
+  const info = useMemo<PaneFooterSegment[]>(() => {
+    if (!data) return [];
+    const dates = [...new Set(data.members.flatMap((row) => row.changePercent !== null && row.dailyAsOf ? [row.dailyAsOf.slice(0, 10)] : []))].sort();
+    const date = dates.length === 1 ? dates[0] : dates.length ? `${dates[0]} to ${dates.at(-1)}` : data.fundDailyAsOf?.slice(0, 10);
+    const partial = data.aggregate.fresh1D < data.aggregate.total;
+    return [
+      { id: "coverage", parts: [{ text: `${partial && width >= 60 ? "Partial " : ""}1D ${data.aggregate.fresh1D}/${data.aggregate.total} · ${decimal(data.aggregate.coveredWeight * 100, 1)}% wt`, tone: partial ? "warning" : "muted" }] },
+      { id: "quote-date", title: `${date ?? "Quote date unavailable"} · 15m delayed · holdings ${data.asOf}`,
+        parts: [{ text: data.quotesUnavailable ? "returns unavailable" : width < 60 && dates.length === 1 ? `${date!.slice(5)} delayed` : `${date ? `${date} · ` : ""}15m delayed`, tone: "muted" }] },
+      ...(width >= 60 ? [{ id: "holdings-date", parts: [{ text: `holdings ${data.asOf}`, tone: "muted" as const }] }] : []),
+    ];
+  }, [data, width]);
+  usePaneStatusFooter({ registrationId: "members:status", loading: !!data && resource.loading,
+    stale: !!data && (data.stale || resource.data!.stale || !!resource.error), info });
+  usePaneNoticeFooter({ registrationId: "members:notices", focused, notices: [
+    ...(resource.error || resource.data?.refreshError ? [resource.error ?? resource.data!.refreshError!] : []),
+    ...(data?.quotesUnavailable ? ["Member returns and current prices are unavailable. Dated holdings remain available."] : []),
+    ...(data && data.aggregate.fresh1D < data.aggregate.total ? [`Fresh 1D: ${data.aggregate.fresh1D}/${data.aggregate.total} holdings, ${decimal(data.aggregate.coveredWeight * 100, 1)}% of whole-fund weight. Missing returns are excluded.`] : []),
+    ...(movers && data && data.aggregate.fundReturn === null ? ["Fund 1D is unavailable; the difference cannot be calculated."] : []),
+    ...(movers && data?.aggregate.withinTolerance === false ? [`The covered contribution sum differs from the fund by ${percent(data.aggregate.residual, " pp")}.`] : []),
+    ...(data?.excludedDerivatives ? [`${data.excludedDerivatives} derivative positions are excluded from these share holdings.`] : []),
+  ] });
+  const renderCell = useCallback((item: SectionedRow<FundMember>, column: DataTableColumn): DataTableCell => {
+    if (!isSectionedItemRow(item)) return { text: "" };
+    const row = item.item;
+    if (column.id === "symbol") return { text: row.symbol ?? "--", color: colors.textBright };
+    if (column.id === "name" || column.id === "sector") return { text: row[column.id] ?? "--", color: colors.text };
+    if (column.id === "weight") return { text: row.weight == null ? "--" : decimal(row.weight * 100), value: row.weight == null ? null : row.weight * 100 };
+    if (column.id === "shares") return { text: decimal(row.shares, 0), value: row.shares };
+    if (column.id === "price") return { text: decimal(row.price), value: row.price };
+    const value = row[column.id as "changePercent"];
+    return { text: percent(value, column.id === "contribution" ? "" : "%", column.id === "contribution" ? 3 : 2), value, color: value === null ? colors.textMuted : priceColor(value, colors) };
+  }, [colors]);
+  return <PaneStatusBody subject="fund holdings" loading={!data && resource.loading} error={!data ? resource.error : null}>
+    {data && <DataTableView<SectionedRow<FundMember>> items={rows} columns={columns} rootWidth={width} rootHeight={height} focused={focused && !search.active}
+      rootBefore={<Box flexDirection="column"><QueryBar width={width} search={{ value: query, onChange: setQuery, placeholder: "ticker, name or sector", focused, ...search.searchProps }} />
+        {movers && <StatGrid width={width} items={[
+          { label: "Covered contrib.", value: percent(data.aggregate.sum, " pp"), color: priceColor(data.aggregate.sum ?? 0, colors) },
+          { label: `${fund} 1D`, value: percent(data.aggregate.fundReturn), color: priceColor(data.aggregate.fundReturn ?? 0, colors) },
+          { label: "Difference", value: percent(data.aggregate.residual, " pp"), tone: data.aggregate.withinTolerance === false ? "warning" : "muted" },
+        ]} />}</Box>}
+      selection={{ kind: "id", selectedId: selected, getId: rowKey, onChange: (id) => setSelected(String(id)) }} getItemKey={rowKey}
+      isNavigable={isSectionedItemRow} renderSectionHeader={renderSectionedRowHeader}
+      sortColumnId={movers ? null : sort.columnId} sortDirection={sort.direction}
+      onHeaderClick={movers ? undefined : (id) => setSort((previous) => nextHeaderSort(previous, id, { firstDirection: (key) => ["symbol", "name", "sector"].includes(key) ? "asc" : "desc", resetTo: DEFAULT_SORT }))}
+      onSortChange={movers ? undefined : (columnId, direction) => setSort({ columnId, direction })}
+      onRootKeyDown={(event, context) => { if (context.selectedIndex <= 0 && isPlainArrowUp(event)) { stopSearchFocusNavigation(event); search.focus(); return true; } return false; }}
+      onActivate={(row) => { if (isSectionedItemRow(row) && row.item.symbol) pinTicker(row.item.symbol, { floating: true, instrument: null }); }}
+      renderCell={renderCell} selectedTextOverridesCellColor resetScrollKey={`${tab}:${query}`} emptyStateTitle={query ? "No matching holdings." : movers ? "No covered movers." : "No holdings."} />}
+  </PaneStatusBody>;
+}
+
+function Changes({ fund, width, height, focused, active }: ViewProps) {
+  const colors = useThemeColors();
+  const resource = useAsyncResource(useCallback((force: boolean) => loadChanges(fund, force), [fund]), { initialData: useCallback(() => cachedChanges(fund), [fund]) });
+  const data = resource.data?.payload;
+  const [selected, setSelected] = usePluginPaneState<string | null>(`change:${fund}`, null);
+  const [opened, setOpened] = usePluginPaneState<string | null>(`opened:${fund}`, null);
+  const detail = data?.changes.find((row) => row.id === opened);
+  const selectedRow = detail ?? data?.changes.find((row) => row.id === selected) ?? data?.changes[0];
+  const scrollRef = useRef<ScrollBoxRenderable | null>(null);
+  useAutoRefresh(resource.updatedAt, () => { if (active) void resource.load(); });
+  usePaneRefreshKey(() => void resource.reload(), { focused, enabled: active });
+  useExternalLinkFooter({ registrationId: "members:source", focused, url: selectedRow?.url });
+  usePaneStatusFooter({ registrationId: "members:changes", loading: !!data && resource.loading, stale: !!data && (data.stale || resource.data!.stale || !!resource.error),
+    info: data?.asOf ? [{ id: "updated", parts: [{ text: `as of ${data.asOf.slice(0, 10)}`, tone: "muted" }] }] : [] });
+  usePaneNoticeFooter({ registrationId: "members:changes-notices", focused, notices: resource.error || resource.data?.refreshError ? [resource.error ?? resource.data!.refreshError!] : [] });
+  const renderCell = useCallback((row: FundChange, column: DataTableColumn): DataTableCell => {
+    if (column.id === "effectiveDate") return { text: row.effectiveDate ?? "--" };
+    if (column.id === "daysToGo") return { text: row.daysToGo === null ? "--" : `${row.daysToGo}${column.label === "In" ? "d" : ""}`, value: row.daysToGo, color: row.daysToGo === null ? colors.textMuted : colors.warning, keepColorWhenSelected: row.daysToGo !== null };
+    if (column.id === "added") return { text: row.added ?? "--", color: colors.positive };
+    if (column.id === "removed") return { text: row.removed ?? "--", color: colors.negative };
+    if (column.id === "estimate") { const value = row.estimates.length === 1 ? row.estimates[0]!.days : null; return { text: percent(value, ""), value }; }
+    return { text: changeReason(row), color: colors.text };
+  }, [colors]);
+  return <PaneStatusBody subject="index changes" loading={!data && resource.loading} error={!data ? resource.error : null}>
+    {data && !data.available ? <EmptyState title="Index changes are not covered for this fund." /> : data && <DataTableStackView<FundChange>
+      rootWidth={width} rootHeight={height} focused={focused} columns={changeColumns(width)} items={data.changes}
+      getItemKey={(row) => row.id} selection={{ kind: "id", selectedId: selected, getId: (row) => row.id, onChange: (id) => setSelected(String(id)) }}
+      onActivate={(row) => setOpened(row.id)} sortColumnId={null} sortDirection="desc" renderCell={renderCell} selectedTextOverridesCellColor
+      detailOpen={!!detail} onBack={() => setOpened(null)} detailTitle={detail ? changeLabel(detail) : undefined} detailScrollRef={scrollRef}
+      detailContent={detail && <DetailScrollBody ref={scrollRef} resetScrollKey={detail.id}>
+        <KeyValueRow label="Effective" value={detail.effectiveDate ?? "Not confirmed"} />
+        {detail.announcedAt && <KeyValueRow label="Announced" value={detail.announcedAt.slice(0, 10)} />}
+        {detail.headline && <Prose text={detail.headline} width={Math.max(8, width - 4)} />}
+        {detail.reason !== detail.headline && <Prose text={detail.reason} width={Math.max(8, width - 4)} />}
+        {detail.estimates.map((estimate) => <KeyValueRow key={estimate.symbol} label={`${estimate.symbol} est. ADV days`} labelWidth={24} value={percent(estimate.days, "")} />)}
+        {!!detail.estimates.length && <KeyValueRow label="Holdings as of" labelWidth={24} value={detail.estimates[0]!.asOf} />}
+        {!!detail.estimates.length && <Prose text={data.estimateLabel} width={Math.max(8, width - 4)} />}
+        {detail.kind === "history" && data.attribution && <Prose text={data.attribution.text} width={Math.max(8, width - 4)} />}
+      </DetailScrollBody>} emptyStateTitle="No stored index changes." />}
+  </PaneStatusBody>;
+}
+
+function FundView({ fund, ...props }: Pick<PaneProps, "width" | "height" | "focused"> & { fund: string }) {
+  const instance = usePaneInstance();
+  const initial = isTab(instance?.settings?.tab) ? instance.settings.tab : "members";
+  const [storedTab, setTab] = usePluginPaneState<MembersTab>("tab", initial);
+  const tab = isTab(storedTab) ? storedTab : "members";
+  const [visited, setVisited] = useState({ holdings: tab !== "changes", changes: tab === "changes" });
+  const selectTab = (value: string) => { if (isTab(value)) { setTab(value); setVisited((previous) => ({ holdings: previous.holdings || value !== "changes", changes: previous.changes || value === "changes" })); } };
+  const { strip, rows } = usePaneTabs({ tabs: TABS, activeValue: tab, onSelect: selectTab, focused: props.focused, compact: true, variant: "bare" });
+  const height = Math.max(1, props.height - rows);
+  return <Box width={props.width} height={props.height} flexDirection="column">
+    {strip}
+    {visited.holdings && <Box visible={tab !== "changes"} flexGrow={1} flexBasis={0} overflow="hidden"><PaneFooterScope active={tab !== "changes"}>
+      <Holdings fund={fund} {...props} height={height} tab={tab} active={tab !== "changes"} focused={props.focused && tab !== "changes"} />
+    </PaneFooterScope></Box>}
+    {visited.changes && <Box visible={tab === "changes"} flexGrow={1} flexBasis={0} overflow="hidden"><PaneFooterScope active={tab === "changes"}>
+      <Changes fund={fund} {...props} height={height} active={tab === "changes"} focused={props.focused && tab === "changes"} />
+    </PaneFooterScope></Box>}
+  </Box>;
+}
+function FundPicker({ width, height, focused, choose }: Pick<PaneProps, "width" | "height" | "focused"> & { choose: (fund: string) => void }) {
+  const resource = useAsyncResource(loadFunds, { initialData: cachedFunds });
+  const [selected, setSelected] = useState<string | null>(null);
+  usePaneRefreshKey(() => void resource.reload(), { focused });
+  usePaneStatusFooter({ registrationId: "members:picker", loading: resource.loading && !!resource.data, stale: resource.data?.stale });
+  return <PaneStatusBody subject="covered funds" loading={!resource.data && resource.loading} error={!resource.data ? resource.error : null}>
+    {resource.data && <DataTableView items={resource.data.payload.funds} emptyStateTitle="No covered funds." rootWidth={width} rootHeight={height} focused={focused}
+      columns={[{ id: "ticker", label: "Fund", align: "left", width: 8 }, { id: "name", label: "Index", align: "left", width: 24, flexGrow: 1 }, { id: "asOf", label: "Holdings as of", align: "left", width: 16 }]}
+      getItemKey={(row) => row.ticker} selection={{ kind: "id", selectedId: selected, getId: (row) => row.ticker, onChange: (id) => setSelected(String(id)) }}
+      onActivate={(row) => choose(row.ticker)} sortColumnId={null} sortDirection="asc" renderCell={(row, col) => ({ text: String(row[col.id as "ticker"] ?? "--") })} />}
+  </PaneStatusBody>;
+}
+type FundPaneProps = Pick<PaneProps, "width" | "height" | "focused"> & { fund: string; requested: string };
+/** The covered list is the server's, so a fund it adds opens without an app update. A list that cannot be read leaves the fund's own load to report the failure. */
+function CoveredFund({ fund, requested, ...props }: FundPaneProps) {
+  const resource = useAsyncResource(loadFunds, { initialData: cachedFunds });
+  const funds = resource.data?.payload.funds;
+  if (funds?.length && !coveredFund(funds, fund)) return <PaneStatusBody empty emptyTitle={notCoveredMessage(requested, funds)} />;
+  return <FundView key={fund} fund={fund} {...props} />;
+}
+export function MembersPane(props: PaneProps) {
+  const { symbol } = usePaneTickerIdentity();
+  const [chosen, choose] = usePluginPaneState("fund", "");
+  const requested = symbol ?? chosen;
+  const fund = canonicalFund(requested);
+  usePaneTitle(membersTitle(requested));
+  if (!fund) return <FundPicker {...props} choose={choose} />;
+  return <CoveredFund fund={fund} requested={requested} {...props} />;
+}

package/src/plugins/builtin/mna/distress/headless.ts

@@ -140,6 +140,7 @@ const text = (value: unknown) => (typeof value === "string" ? value : "");
 
 export const distressHeadless: HeadlessPaneDefinition<"rows"> = {
   shape: "rows",
+  freshness: { source: "Public filings and insolvency notices", status: "not-a-feed", basis: "filed records" },
   description: "Dated public records about companies in difficulty: US 8-K bankruptcy, obligation and listing filings, SEC going-concern disclosures, Taiwan exchange listing designations, and French and UK company insolvency notices. No scores or predictions.",
   argument: { kind: "none" },
   discovery: {

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

@@ -19,6 +19,7 @@ const COLUMNS: HeadlessPaneColumn[] = [
 
 export const mnaHeadless: HeadlessPaneDefinition<"rows"> = {
   shape: "rows",
+  freshness: { status: "not-a-feed", basis: "reported deals" },
   argument: {
     kind: "ticker",
     optional: true,

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

@@ -33,6 +33,7 @@ export const mnaModule: PluginModule = {
       icon: "M",
       component: MnaPane,
       defaultPosition: "right",
+      tickerFollower: true,
       defaultMode: "floating",
       defaultFloatingSize: { width: 120, height: 30 },
       tableExport: true,
@@ -51,7 +52,7 @@ export const mnaModule: PluginModule = {
       createInstance: (_context, options) => {
         const symbol = (options?.symbol ?? options?.arg)?.trim().toUpperCase();
         return symbol
-          ? { instanceId: `${MNA_PANE_ID}:${symbol}`, title: `M&A ${symbol}`, placement: "floating", settings: { ticker: symbol } }
+          ? { instanceId: `${MNA_PANE_ID}:${symbol}`, title: `M&A ${symbol}`, binding: { kind: "fixed" as const, symbol }, placement: "floating", settings: { ticker: symbol } }
           : { placement: "floating" };
       },
     },

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

@@ -26,6 +26,7 @@ import { usePlanAccess } from "../../../api-client/plan-access";
 import { useAsyncResource, useAutoRefresh, usePaneSettingValue, usePluginPaneState, useShortcut } from "../../../public/react";
 import { usePaneInstance } from "../../../state/app/context";
 import { usePaneTickerIdentity } from "../../../state/hooks/pane-ticker";
+import { listingIdentity } from "../shared/ticker-request";
 import { blendHex } from "../../../theme/colors";
 import { useThemeColors } from "../../../theme/theme-context";
 import type { PaneProps, TickerResearchTabProps } from "../../../types/plugin";
@@ -130,10 +131,12 @@ const MNA_TABS: { label: string; value: MnaTab }[] = [
   { label: "Distress", value: "distress" },
 ];
 
-/** `MA`, or `MA ACVA` with the ticker kept in pane settings. */
+/** `MA`, or `MA ACVA`. A link supplies the ticker; an older pane still has it in settings. */
 export function MnaPane(props: PaneProps) {
+  const { symbol: bound } = usePaneTickerIdentity();
   const [ticker] = usePaneSettingValue("ticker", "");
-  const symbol = typeof ticker === "string" ? ticker.trim().toUpperCase() : "";
+  const fromSettings = typeof ticker === "string" ? ticker.trim().toUpperCase() : "";
+  const symbol = listingIdentity(bound)?.symbol || fromSettings;
   // One company's deals have no market-wide distress tab beside them.
   if (symbol) return <MnaDealsView key={symbol} focused={props.focused} width={props.width} height={props.height} symbol={symbol} />;
   return <MnaBoard focused={props.focused} width={props.width} height={props.height} />;

package/src/plugins/builtin/money-markets/headless.ts

@@ -6,6 +6,7 @@ export const moneyMarketsHeadless: HeadlessPaneDefinition<"bundle"> = {
   discovery: { aliases: ["BTMM"], dataRequirements: ["Gloom Cloud money-markets endpoint"],
     limitations: ["Published daily and weekly observations", "Treasury bill discount yields", "Net liquidity is a same-date proxy"] },
   shape: "bundle", argument: { kind: "none" },
+  freshness: { source: "FRED", status: "not-a-feed", basis: "published daily and weekly data" },
   options: [{ key: "tab", type: "enum", description: "Money-market view.", values: [{ value: "rates" }, { value: "bills" }, { value: "liquidity" }], defaultValue: "rates" }],
   describe: "US money markets",
   async load(args, ctx) {

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

@@ -81,6 +81,8 @@ function projectNewsHeadless(
   return {
     asOf: now.toISOString(),
     items,
+    // Published stories, dated by the newest; the list is a history, so its last story is not stale data.
+    freshness: { status: "not-a-feed", basis: "published stories", observedKey: "publishedAt", oldest: null },
     metadata: {
       nextCursor: response.nextCursor,
       sentiment,

package/src/plugins/builtin/news/wire/index.tsx

@@ -25,6 +25,7 @@ import { NEWS_INDUSTRY_CODES, NEWS_QUERY_PRESETS, parseNewsIndustryCode } from "
 import { createRssNewsCapability } from "./rss/source";
 import { rssCliCommand } from "./rss/cli";
 import { newsFeedHeadless } from "../headless";
+import type { PaneDef } from "../../../../types/plugin";
 
 const TopPane = createNewsPresetPane({
   paneKey: "top:curated",
@@ -61,8 +62,11 @@ export const BreakingPane = createNewsPresetPane({
 
 let disposeBreakingNewsNotifications: (() => void) | null = null;
 
+// A rendered news pane is a list of published stories, dated by its newest.
+const NEWS_REPORT_FRESHNESS: PaneDef["reportFreshness"] = { status: "not-a-feed", basis: "published stories" };
+
 const newsWirePanes: PluginModule["panes"] = [
-    { id: "news-top", name: "Top News", icon: "T", component: TopPane, defaultPosition: "right", defaultMode: "floating", defaultFloatingSize: { width: 90, height: 30 } },
+    { id: "news-top", reportFreshness: NEWS_REPORT_FRESHNESS, name: "Top News", icon: "T", component: TopPane, defaultPosition: "right", defaultMode: "floating", defaultFloatingSize: { width: 90, height: 30 } },
     {
       id: "news-feed",
       name: "News Feed",
@@ -75,6 +79,7 @@ const newsWirePanes: PluginModule["panes"] = [
     },
     {
       id: "news-industry",
+      reportFreshness: NEWS_REPORT_FRESHNESS,
       name: TOPIC_NEWS_TITLE,
       icon: "S",
       component: IndustryPane,
@@ -85,6 +90,7 @@ const newsWirePanes: PluginModule["panes"] = [
     },
     {
       id: NEWS_STORY_PANE_ID,
+      reportFreshness: NEWS_REPORT_FRESHNESS,
       name: "Story",
       icon: "A",
       component: NewsStoryPane,
@@ -94,6 +100,7 @@ const newsWirePanes: PluginModule["panes"] = [
     },
     {
       id: "news-breaking",
+      reportFreshness: NEWS_REPORT_FRESHNESS,
       name: "Breaking News",
       icon: "!",
       component: BreakingPane,

package/src/plugins/builtin/notes/cli.ts

@@ -2,7 +2,8 @@ import { apiClient } from "../../../api-client";
 import { withCliServices, withConfigData } from "../../../cli/scoped-context";
 import { CLI_COMMAND_GROUPS } from "../../../cli/help";
 import { dryRunNote } from "../../../cli/helpers";
-import { requireArg } from "../../../cli/commands/command-utils";
+import { requireArg, takeOption } from "../../../cli/commands/command-utils";
+import { EXCHANGE_OPTION, requireListingArg } from "../../../cli/listing-arg";
 import { createPluginPersistence } from "../../plugin-persistence";
 import type { CliCommandDef } from "../../../types/plugin";
 import { cliStyles } from "../../../utils/cli-output";
@@ -17,9 +18,16 @@ export const notesCliCommand: CliCommandDef = {
   help: {
     group: CLI_COMMAND_GROUPS.portfolios,
     usage: ["notes show <symbol>", "notes set <symbol> <text...>", "notes delete <symbol>", "notes quick list", "notes export [dir]"],
-    examples: ["notes show AAPL", "notes set AAPL \"Services margin above 70%\"", "notes export ~/notes"],
+    options: [EXCHANGE_OPTION],
+    examples: ["notes show AAPL", "notes set AAPL \"Services margin above 70%\"", "notes show SAN:EPA", "notes export ~/notes"],
   },
-  execute: async (args, ctx) => {
+  execute: async (rawArgs, ctx) => {
+    const args = [...rawArgs];
+    const exchange = takeOption(args, "--exchange");
+    // A note belongs to one listing: SAN:EPA, or SAN with --exchange EPA.
+    const noteSymbol = async (usage: string) => (
+      await requireListingArg(requireArg(args[1], usage, ctx), exchange, ctx)
+    ).key;
     await withConfigData(ctx, async (config) => {
       const notes = new NotesFiles(config.dataDir);
       const action = args[0] ?? "list";
@@ -62,14 +70,14 @@ export const notesCliCommand: CliCommandDef = {
         return;
       }
       if (action === "show") {
-        const symbol = requireArg(args[1]?.toUpperCase(), "Usage: gloomberb notes show <symbol>", ctx);
+        const symbol = await noteSymbol("Usage: gloomberb notes show <symbol>");
         ctx.printResult({ data: { symbol, text: await notes.load(symbol) } }, {
           text: (data) => data.text?.trim() ? data.text.trimEnd() : cliStyles.muted(`No note for ${symbol}.`),
         });
         return;
       }
       if (action === "set") {
-        const symbol = requireArg(args[1]?.toUpperCase(), "Usage: gloomberb notes set <symbol> <text...>", ctx);
+        const symbol = await noteSymbol("Usage: gloomberb notes set <symbol> <text...>");
         const text = args.slice(2).join(" ");
         if (!ctx.cliOptions.dryRun) await notes.save(symbol, text);
         ctx.printResult({ data: { changed: !ctx.cliOptions.dryRun, dryRun: ctx.cliOptions.dryRun, symbol, bytes: text.length } }, {
@@ -78,7 +86,7 @@ export const notesCliCommand: CliCommandDef = {
         return;
       }
       if (action === "delete" || action === "rm") {
-        const symbol = requireArg(args[1]?.toUpperCase(), "Usage: gloomberb notes delete <symbol>", ctx);
+        const symbol = await noteSymbol("Usage: gloomberb notes delete <symbol>");
         // Only picks the message; an unreadable note is still deleted.
         const existed = await notes.load(symbol).then((text) => !!text?.trim(), () => true);
         if (!ctx.cliOptions.dryRun) await notes.delete(symbol);

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

@@ -79,6 +79,7 @@ export const notesPlugin: GloomPlugin = {
 
     ctx.registerPane({
       id: "quick-notes",
+      reportFreshness: { source: "Your notes", status: "not-a-feed", basis: "your notes" },
       name: "Notes",
       icon: "N",
       component: QuickNotesPane,

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

@@ -31,6 +31,7 @@ export const openFdaPlugin: GloomPlugin = {
   panes: [
     {
       id: OPENFDA_PANE_ID,
+      reportFreshness: { source: "US FDA", status: "not-a-feed", basis: "published reports" },
       name: "FDA Reports",
       icon: "F",
       component: OpenFdaPane,

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

@@ -3,6 +3,7 @@ import type { PluginModule } from "../plugin-module";
 import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
 import type { OptionsViewProps } from "./types";
 import { OptionsView } from "./view";
+import { isKnownMutualFund } from "../../../tickers/instrument-kind";
 
 /** The registered chain shows IV rank; isolated view renders stay offline. */
 function OptionsPane(props: OptionsViewProps) {
@@ -95,7 +96,7 @@ export const optionsModule: PluginModule = {
       order: 35,
       component: OptionsResearchTab,
       instruments: ["equity", "fund", "index", "future", "option"],
-      isVisible: ({ hasOptionsChain }) => hasOptionsChain,
+      isVisible: ({ ticker, financials, hasOptionsChain }) => hasOptionsChain && !isKnownMutualFund(ticker, financials),
     });
   },
 };

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

@@ -39,6 +39,7 @@ function report(draft: OptionCalcDraft, valuation: OptionValuation | null,
     ],
     complete: valuation !== null && errors.length === 0,
     errors, unavailableSymbols: surface?.error && draft.symbol ? [draft.symbol] : [],
+    ...(surface ? { freshness: { source: "Your inputs and Gloom Cloud volatility" } } : {}),
     metadata: { model, inputs: draft, valuation, impliedVolatility: implied, surface, effectiveTreeSteps,
       warnings: surface?.warnings ?? [], method: model === "american" ? "CRR American tree with discrete cash dividends" : "European Black-Scholes",
       greekUnits: { delta: "underlying units per option unit", gamma: "delta per underlying price unit", theta: "currency per calendar day",
@@ -49,6 +50,7 @@ function report(draft: OptionCalcDraft, valuation: OptionValuation | null,
 
 export const optionsCalculatorHeadless: HeadlessPaneDefinition<"bundle"> = {
   shape: "bundle", argument: { kind: "none" }, describe: "OVME option valuation",
+  freshness: { source: "Your inputs", status: "not-a-feed", basis: "calculator" },
   discovery: { limitations: ["Discrete dividends use days from valuation and cash per underlying unit; model values exclude fees and assignment costs."] },
   options: [
     { key: "model", type: "enum", values: [{ value: "european" }, { value: "american" }], defaultValue: "european", description: "European closed form or American CRR tree" },

package/src/plugins/builtin/options-positioning/headless.ts

@@ -23,6 +23,7 @@ const gamma = (value: unknown) => formatGamma(typeof value === "number" ? value
 /** OPX opens on Strikes, GEX on its own tab; the report carries every section either way. */
 export const optionsPositioningHeadless = (initialTab: PositioningTab): HeadlessPaneDefinition<"bundle"> => ({
   shape: "bundle",
+  freshness: { status: "not-a-feed", basis: "daily open interest", cadence: "daily" },
   argument: { kind: "ticker", optional: true, description: "US option underlying, or SPX; SPY when omitted" },
   describe: (args) => `${initialTab === "gex" ? "GEX" : "OPX"} ${args.symbols[0] ?? "SPY"}`,
   discovery: {
@@ -59,6 +60,8 @@ export const optionsPositioningHeadless = (initialTab: PositioningTab): Headless
     ];
     const changes = openInterest.previousOiDate != null;
     return {
+      // Open interest is published once a day for the prior session; the spot beside it is context.
+      freshness: { asOf: openInterest.oiDate },
       sections: [
         { title: `Expiries · OI as of ${openInterest.oiDate ?? "--"}`, columns: [
           { key: "date", header: "Expiry" }, { key: "days", header: "Days" },

package/src/plugins/builtin/options-scenario/headless.ts

@@ -57,7 +57,12 @@ export const optionsScenarioHeadless: HeadlessPaneDefinition<"bundle"> = {
     // A seeded strategy starts at the spot its quote mids imply; the last print is reported beside it.
     const lastPrint = midVolatility && !supplied(settings.spot) && market.spot != null && money(market.spot) !== money(position!.spot)
       ? market.spot : null;
+    const chain = market.chain;
     return {
+      freshness: suppliedInputs
+        ? { source: "Your inputs", status: "not-a-feed", basis: "scenario" }
+        : { asOf: market.asOf, ...(chain?.dataSource === "live" || chain?.dataSource === "delayed" ? { status: chain.dataSource } : {}),
+          ...(chain?.delayMinutes ? { delayMinutes: chain.delayMinutes } : {}) },
       sections: scenario ? [
         { title: "Position", columns: [
           { key: "side", header: "Side" }, { key: "strike", header: "Strike" }, { key: "expiry", header: "Expiry" },

package/src/plugins/builtin/pe-band/client.ts

@@ -1,10 +1,17 @@
+import { apiClient } from "../../../api-client";
 import { getSharedMarketDataCoordinator, MarketDataCoordinator, resolveEntryValue } from "../../../market-data/coordinator";
+import { fxLegForCurrency } from "../../../market-data/coordinator/fx-legs";
+import { dailyFxCloses, FxHistoryError, type FxCloses } from "../../../market-data/fx-closes";
 import type { InstrumentRef } from "../../../market-data/request-types";
 import type { ManualChartResolution } from "../../../time-series/resolution";
 import type { DataProvider } from "../../../types/data-provider";
 import type { PricePoint, TickerFinancials } from "../../../types/financials";
-import { abortable, abortError } from "../../../utils/async-deadline";
+import { abortable, abortError, settleWithin } from "../../../utils/async-deadline";
 import { errorMessage } from "../../../utils/errors";
+import { isUsListingExchange } from "../../../utils/exchanges";
+import { fetchEarningsHistory } from "../earnings/client";
+import { epsFxCurrencies } from "./model";
+import { reportDatesFrom, type ReportDate } from "./report-dates";
 
 export interface PeBandInputs {
   financials: TickerFinancials | null;
@@ -14,25 +21,81 @@ export interface PeBandInputs {
   error: string | null;
   /** Price history failed: the pane can still list EPS, but draws nothing. */
   historyError: string | null;
+  /** Report dates for US listings; empty for the rest and when the earnings history is unavailable. */
+  reports: ReportDate[];
+  /** Daily FX closes for each currency a dollar-priced listing reports its EPS in. */
+  fx: Map<string, FxCloses>;
+  /** Why a currency's FX closes are missing; its EPS then stays unconverted. */
+  fxError: string | null;
   fetchedAt: number;
 }
 
 const CANCELLED = "P/E band load was cancelled";
 /** Weekly bars: daily history is only served to 5Y, and the band covers every year of statements on record. */
 const PE_BAND_HISTORY_RESOLUTION: ManualChartResolution = "1wk";
+/** The most reports the server returns for one company: about ten years of quarters. */
+const REPORT_LIMIT = 40;
+/** Report dates only refine the figures' dates, so the pane does not wait longer than this for them. */
+const REPORT_DEADLINE_MS = 8_000;
+
+/** Daily FX closes back this far before the oldest statement, so its weeks find a close. */
+const FX_LEAD_DAYS = 14;
+/** About thirty years of daily closes; a longer reply is not a daily FX history. */
+const FX_MAX_ROWS = 8_000;
+
+type ReportClient = Pick<typeof apiClient, "getCloudEarningsHistory" | "getCloudHistory">;
+
+/**
+ * Completed daily closes of each currency's dollar pair, from just before the
+ * oldest statement in that currency. Never rejects but on cancel: a missing
+ * or stale history is said in `error`, and that currency's EPS stays unconverted.
+ */
+async function loadFxCloses(financials: TickerFinancials, client: ReportClient, signal: AbortSignal | undefined, now: Date):
+  Promise<{ fx: Map<string, FxCloses>; error: string | null }> {
+  const fx = new Map<string, FxCloses>();
+  const errors: string[] = [];
+  const rows = [...financials.annualStatements, ...financials.quarterlyStatements];
+  await Promise.all(epsFxCurrencies(financials).map(async (currency) => {
+    const leg = fxLegForCurrency(currency)!;
+    const oldest = rows.filter((row) => row.currency?.trim().toUpperCase() === currency && Number.isFinite(Date.parse(row.date)))
+      .reduce((min, row) => Math.min(min, Date.parse(row.date)), now.getTime());
+    try {
+      const response = await client.getCloudHistory(leg.instrument.symbol, leg.instrument.exchange ?? "", {
+        interval: "1day", startDate: new Date(oldest - FX_LEAD_DAYS * 86_400_000).toISOString().slice(0, 10),
+        endDate: now.toISOString().slice(0, 10), outputsize: FX_MAX_ROWS,
+      }, signal ? { signal } : undefined);
+      fx.set(currency, dailyFxCloses(response, leg, now, FX_MAX_ROWS));
+    } catch (error) {
+      if (signal?.aborted) throw abortError(CANCELLED);
+      errors.push(`daily ${currency} FX closes are ${error instanceof FxHistoryError && error.problem === "stale" ? "stale" : "unavailable"}`);
+    }
+  }));
+  return { fx, error: errors.length ? errors.join("; ") : null };
+}
+
+/** Never rejects: a listing without reports, an outage or a refused session leaves the figures as they are. */
+function loadReportDates(symbol: string, client: ReportClient): Promise<ReportDate[]> {
+  return settleWithin(fetchEarningsHistory(symbol, client, REPORT_LIMIT), REPORT_DEADLINE_MS)
+    .then((payload) => (payload ? reportDatesFrom(payload) : []));
+}
 
 /**
  * Statements with the extended SEC history where the listing has one (the
- * snapshot alone carries about six quarters), and every week of closes.
+ * snapshot alone carries about six quarters), and every week of closes. US
+ * listings also get the company's report dates, which date the figures that
+ * have no publication date of their own.
  */
 export async function loadPeBandInputs(
   request: { instrument: InstrumentRef; signal?: AbortSignal; forceRefresh?: boolean },
   marketData: DataProvider,
   coordinator: MarketDataCoordinator = getSharedMarketDataCoordinator() ?? new MarketDataCoordinator(marketData),
+  cloud: ReportClient = apiClient,
 ): Promise<PeBandInputs> {
   if (request.signal?.aborted) throw abortError(CANCELLED);
   const now = Date.now();
   const { instrument } = request;
+  // Asked alongside the statements when the instrument names a US exchange; otherwise once the quote has said where it lists.
+  const early = isUsListingExchange(instrument.exchange) ? loadReportDates(instrument.symbol, cloud) : null;
   const [financials, chart] = await abortable(Promise.allSettled([
     marketData.getTickerFinancials(instrument.symbol, instrument.exchange ?? "", {
       brokerId: instrument.instrument?.brokerId ?? instrument.brokerId,
@@ -49,9 +112,18 @@ export async function loadPeBandInputs(
   const value = financials.status === "fulfilled" ? financials.value : null;
   const entry = chart.status === "fulfilled" ? chart.value : null;
   const history = entry ? resolveEntryValue(entry) ?? [] : [];
+  const quote = value?.quote;
+  const [reports, fx] = await abortable(Promise.all([
+    early ?? (isUsListingExchange(quote?.listingExchangeName ?? quote?.exchangeName ?? quote?.fullExchangeName)
+      ? loadReportDates(instrument.symbol, cloud) : Promise.resolve([])),
+    value ? loadFxCloses(value, cloud, request.signal, new Date(now)) : Promise.resolve({ fx: new Map<string, FxCloses>(), error: null }),
+  ]), request.signal, CANCELLED);
   return {
     financials: value,
     history,
+    reports,
+    fx: fx.fx,
+    fxError: fx.error,
     stale: !!value?.fundamentals?.stale || !!entry?.error || (entry?.staleAt != null && entry.staleAt <= now),
     error: financials.status === "rejected" ? errorMessage(financials.reason) : null,
     historyError: chart.status === "rejected" ? errorMessage(chart.reason)