gloomberb 0.16.2 → 0.16.3

package/src/plugins/builtin/shared/members-menu.tsx

@@ -0,0 +1,260 @@
+import { ChoiceDialog, TextPromptDialog, usePaneMenuItems } from "../../../components";
+import { createFormCollectionActions } from "../../../components/form-modal/deps";
+import { t, tf } from "../../../i18n";
+import { usePluginAppActions } from "../../../public/react";
+import { useAppDispatch, useAppGetState, useAppSelector } from "../../../state/app/context";
+import { formatTickerListInput, MAX_TICKER_LIST_SIZE } from "../../../tickers/list";
+import type { TickerMetadata, TickerRecord } from "../../../types/ticker";
+import { useOptionalDialog, type PromptContext } from "../../../ui/dialog";
+import { canonicalExchange, publicTickerKey } from "../../../utils/exchanges";
+import { slugifyName } from "../../../utils/slugify";
+import { getSharedRegistry } from "../../registry";
+import { MAX_CORRELATION_TICKERS } from "../correlation/settings";
+import { ROTATION_LIMIT } from "../relative-rotation/model";
+import { SHORT_WATCH_LIMIT } from "../short-interest/watch-model";
+
+/** One US-listed member of a theme or fund, in the order its list shows it. */
+export interface MemberListing {
+  symbol: string;
+  name?: string | null;
+  exchange?: string | null;
+}
+
+/** The members a pane shows, and what to call them. */
+export interface MemberList {
+  /** Names the members in dialog titles: a theme's name or a fund's ticker. */
+  title: string;
+  /** The name the save dialog suggests. */
+  watchlistName: string;
+  members: readonly MemberListing[];
+  /** A search narrowing the list: what was typed and how many members the whole list has. */
+  search?: { query: string; total: number } | null;
+}
+
+interface MemberDestination {
+  templateId: string;
+  label: string;
+  /** The most symbols the destination takes; more would be refused or cut off there. */
+  limit: number;
+  minimum: number;
+}
+
+/**
+ * Functions that take a list of tickers through `options.symbols`. CORR and
+ * RIPL resolve the list the way the command bar does, which takes ten
+ * tickers; RIPL's own setting takes more, but not through a new pane.
+ */
+export const MEMBER_DESTINATIONS: readonly MemberDestination[] = [
+  { templateId: "relative-rotation-rrg", label: "Relative Rotation (RRG)", limit: ROTATION_LIMIT, minimum: 1 },
+  { templateId: "correlation-pane", label: "Correlation Matrix (CORR)", limit: MAX_CORRELATION_TICKERS, minimum: 2 },
+  { templateId: "short-watch-pane", label: "Short Squeeze Watch (SIW)", limit: SHORT_WATCH_LIMIT, minimum: 1 },
+  { templateId: "earnings-ripple-pane", label: "Earnings Ripple (RIPL)", limit: MAX_TICKER_LIST_SIZE, minimum: 1 },
+];
+
+/**
+ * A watchlist is a list to read and follow; a whole Russell 2000 stays in
+ * MEMB. Larger lists save their first 100 as listed.
+ */
+export const MEMBER_WATCHLIST_LIMIT = 100;
+
+/**
+ * Distinct members in list order, as `SYMBOL:EXCHANGE` when the list names the
+ * listing: CORR and RIPL resolve each one, and a bare CCJ also matches Xetra.
+ */
+export function memberSymbols(members: readonly MemberListing[]): string[] {
+  const seen = new Set<string>();
+  return members.flatMap((member) => {
+    const symbol = member.symbol.trim().toUpperCase();
+    if (!symbol || seen.has(symbol)) return [];
+    seen.add(symbol);
+    const exchange = member.exchange?.trim().toUpperCase();
+    return [exchange ? `${symbol}:${exchange}` : symbol];
+  });
+}
+
+/**
+ * What each destination would open: the first `limit` symbols as listed, or
+ * disabled below its minimum. A disabled row cannot be selected, so its reason
+ * sits beside the label rather than in the description under the list.
+ */
+export function memberDestinationChoices(symbols: readonly string[], destinations: readonly MemberDestination[]) {
+  return destinations.map((destination) => {
+    const taken = symbols.slice(0, destination.limit);
+    const tooFew = taken.length < destination.minimum;
+    return {
+      id: destination.templateId,
+      label: destination.label,
+      symbols: taken,
+      disabled: tooFew,
+      detail: tooFew ? tf("needs {count}", { count: destination.minimum }) : undefined,
+      description: tooFew ? undefined
+        : taken.length < symbols.length ? tf("First {count} of {total} as listed", { count: taken.length, total: symbols.length })
+        : tf("All {count}", { count: taken.length }),
+    };
+  });
+}
+
+/**
+ * The dialog text for `count` distinct members. A search says what it matched
+ * and how many members the whole list has, so a saved or opened subset never
+ * reads as the whole fund.
+ */
+function memberListText(list: Pick<MemberList, "title" | "search">, count: number) {
+  const query = list.search?.query.trim();
+  const search = query ? { query, total: list.search!.total } : null;
+  const saved = Math.min(count, MEMBER_WATCHLIST_LIMIT);
+  return {
+    openTitle: search ? tf("Open {title} members matching \"{query}\" in", { title: list.title, query: search.query })
+      : tf("Open {title} members in", { title: list.title }),
+    saveBody: count > MEMBER_WATCHLIST_LIMIT
+      ? search ? tf("The first {count} of the {matching} members matching \"{query}\", as listed.", { count: saved, matching: count, query: search.query })
+        : tf("The first {count} of {total} members, as listed.", { count: saved, total: count })
+      : search ? tf("{count} of {total} members match \"{query}\".", { count, total: search.total, query: search.query })
+      : tf("All {count} members.", { count }),
+  };
+}
+
+/** The requested name, numbered when a watchlist already has that name or id. */
+export function uniqueWatchlistName(requested: string, watchlists: readonly { id: string; name: string }[]): string {
+  const base = requested.trim();
+  const taken = (name: string) => watchlists.some((list) =>
+    list.name.toLowerCase() === name.toLowerCase() || list.id === slugifyName(name, "watchlist"));
+  let name = base;
+  for (let suffix = 2; taken(name); suffix += 1) name = `${base} ${suffix}`;
+  return name;
+}
+
+/**
+ * Tickers to create on the watchlist and existing ones to add to it, first
+ * `MEMBER_WATCHLIST_LIMIT` members as listed. A saved record of the same
+ * symbol on another venue (CCJ on Xetra) stays as it is: the member's listing
+ * gets its own `SYMBOL:EXCHANGE` record, the way search opens a second listing.
+ */
+export function planMemberWatchlist(
+  tickers: ReadonlyMap<string, TickerRecord>,
+  watchlistId: string,
+  members: readonly MemberListing[],
+): { create: TickerMetadata[]; update: TickerRecord[]; count: number } {
+  const seen = new Set<string>();
+  const create: TickerMetadata[] = [];
+  const update: TickerRecord[] = [];
+  for (const member of members) {
+    const symbol = member.symbol.trim().toUpperCase();
+    if (!symbol || seen.has(symbol)) continue;
+    if (seen.size >= MEMBER_WATCHLIST_LIMIT) break;
+    seen.add(symbol);
+    const exchange = member.exchange?.trim() ?? "";
+    let key = symbol;
+    let existing = tickers.get(symbol);
+    if (existing && exchange && existing.metadata.exchange
+      && canonicalExchange(existing.metadata.exchange) !== canonicalExchange(exchange)) {
+      key = publicTickerKey(symbol, exchange);
+      existing = tickers.get(key);
+    }
+    if (existing) {
+      if (!existing.metadata.watchlists.includes(watchlistId)) {
+        update.push({ ...existing, metadata: { ...existing.metadata, watchlists: [...existing.metadata.watchlists, watchlistId] } });
+      }
+      continue;
+    }
+    // Theme and fund members are US listings quoted in dollars. The sector is
+    // left to the ticker's profile, so a list never mixes two sector schemes.
+    create.push({ ticker: key, name: member.name || symbol, exchange, currency: "USD",
+      portfolios: [], watchlists: [watchlistId], positions: [], custom: {}, tags: [] });
+  }
+  return { create, update, count: seen.size };
+}
+
+/**
+ * Pane menu entries for a list of members (a theme's, a fund's): open them in
+ * RRG, CORR, SIW or RIPL, or save them as a watchlist. Functions of disabled
+ * plugins are left out; each destination gets as many as it takes.
+ */
+export function useMembersMenu(registrationId: string, list: MemberList | null) {
+  const dialog = useOptionalDialog();
+  const { createPaneFromTemplate, notify } = usePluginAppActions();
+  const dispatch = useAppDispatch();
+  const getState = useAppGetState();
+  const disabledPlugins = useAppSelector((state) => state.config.disabledPlugins);
+  usePaneMenuItems(registrationId, () => {
+    const registry = getSharedRegistry();
+    const symbols = list ? memberSymbols(list.members) : [];
+    if (!list || !symbols.length || !dialog || !registry) return null;
+    const destinations = MEMBER_DESTINATIONS.filter((destination) => {
+      const owner = registry.getPaneTemplatePluginId?.(destination.templateId);
+      return registry.paneTemplates.has(destination.templateId) && (!owner || !disabledPlugins.includes(owner));
+    });
+    const choices = memberDestinationChoices(symbols, destinations);
+    const text = memberListText(list, symbols.length);
+    const openIn = () => {
+      void dialog.prompt<string>({
+        closeOnClickOutside: true,
+        content: (context: PromptContext<string>) => <ChoiceDialog {...context} title={text.openTitle}
+          choices={choices.map(({ id, label, description, detail, disabled }) => ({ id, label: t(label), description, detail, disabled }))} />,
+      }).then((templateId) => {
+        const choice = choices.find((item) => item.id === templateId && !item.disabled);
+        // CORR and RIPL resolve `arg` like the command bar; RRG and SIW read `symbols`.
+        if (choice) createPaneFromTemplate(choice.id, { symbols: choice.symbols, arg: formatTickerListInput(choice.symbols) });
+      }).catch(() => {});
+    };
+    const saveAsWatchlist = async (requested: string) => {
+      // The writes hold the app for about a second with a hundred names; let the dialog close on screen first.
+      await new Promise((resolve) => setTimeout(resolve, 0));
+      const name = uniqueWatchlistName(requested, getState().config.watchlists);
+      await createFormCollectionActions({ dataProvider: registry.marketData, dispatch, getState, pluginRegistry: registry,
+        tickerRepository: registry.tickerRepository }, (body, options) => {
+        if (options?.type === "error") notify({ body, type: "error" });
+      }).createWatchlist(name);
+      const watchlist = getState().config.watchlists.find((entry) => entry.name === name);
+      if (!watchlist) throw new Error(t("The watchlist was not created."));
+      const plan = planMemberWatchlist(getState().tickers, watchlist.id, list.members);
+      // One ticker that fails to save leaves the others on the list; the toast says how many made it.
+      let failed = 0;
+      const created: TickerRecord[] = [];
+      const saved: TickerRecord[] = [];
+      for (const metadata of plan.create) {
+        try {
+          const ticker = await registry.tickerRepository.createTicker(metadata);
+          created.push(ticker);
+          saved.push(ticker);
+        } catch {
+          failed += 1;
+        }
+      }
+      for (const ticker of plan.update) {
+        try {
+          await registry.tickerRepository.saveTicker(ticker);
+          saved.push(ticker);
+        } catch {
+          failed += 1;
+        }
+      }
+      // One state update for the whole list: an update per ticker redraws every pane a hundred times.
+      if (saved.length) {
+        const tickers = new Map(getState().tickers);
+        for (const ticker of saved) tickers.set(ticker.metadata.ticker, ticker);
+        dispatch({ type: "SET_TICKERS", tickers });
+      }
+      for (const ticker of created) registry.events.emit("ticker:added", { symbol: ticker.metadata.ticker, ticker });
+      notify(failed
+        ? { type: "error", body: tf("Saved {saved} of {count} members to {name}. {failed} could not be added.", { saved: plan.count - failed, count: plan.count, name, failed }) }
+        : { type: "success", body: tf("Saved {count} members to {name}.", { count: plan.count, name }) });
+    };
+    return [
+      ...(choices.length ? [{ id: "members-open-in", label: t("Open Members In…"), onSelect: openIn }] : []),
+      { id: "members-save-watchlist", label: t("Save as Watchlist…"), onSelect: () => {
+        // 54 columns fill the dialog; the prompt's default field is wider and runs past its frame.
+        void dialog.prompt<string>({
+          closeOnClickOutside: true,
+          content: (context: PromptContext<string>) => <TextPromptDialog {...context} title={t("Save as Watchlist")}
+            body={[text.saveBody]} label={t("Name")} initialValue={list.watchlistName} confirmLabel={t("Save")} width={54} />,
+        }).then((name) => {
+          if (!name?.trim()) return;
+          saveAsWatchlist(name).catch((error: unknown) => {
+            notify({ type: "error", body: error instanceof Error ? error.message : t("The watchlist was not saved.") });
+          });
+        }).catch(() => {});
+      } },
+    ];
+  }, [createPaneFromTemplate, dialog, disabledPlugins, dispatch, getState, list, notify]);
+}

package/src/plugins/builtin/short-volume/pane.tsx

@@ -27,7 +27,7 @@ function renderCell(row: ShortVolumeObservation, column: VolumeColumn, _index: n
 function VolumeDetail({ row, width, height }: { row: ShortVolumeObservation; width: number; height: number }) {
   const { nativePaneChrome } = useUiCapabilities();
   // The stack title is the date, so the rows start with the figures.
-  return <ScrollBox width={width} height={nativePaneChrome ? undefined : height} flexGrow={1} flexBasis={0} minHeight={0} contentOptions={{ paddingX: 1 }}>
+  return <ScrollBox scrollY width={width} height={nativePaneChrome ? undefined : height} flexGrow={1} flexBasis={0} minHeight={0} contentOptions={{ paddingX: 1 }}>
     <KeyValueRow labelWidth={DETAIL_LABEL_WIDTH} label="Off-exchange short ratio" value={volumePercent(row.ratioPercent)} />
     <KeyValueRow labelWidth={DETAIL_LABEL_WIDTH} label="Short shares" value={exactQuantity(row.shortVolume)} />
     <KeyValueRow labelWidth={DETAIL_LABEL_WIDTH} label="Exempt shares" value={exactQuantity(row.shortExemptVolume)} detail="included in short shares" />

package/src/plugins/builtin/social-mentions/pane.tsx

@@ -59,7 +59,7 @@ function DayDetail({ symbol, row, recent, width, height }: {
       { id: "ratio", label: "Vs median", value: socialRatio(row.ratio) },
       { id: "stance", label: "Stance", value: socialStance(row.stance), detail: stanceWord(row.stance) },
     ]} />
-    <ScrollBox width={width} height={nativePaneChrome ? undefined : Math.max(1, height - 3)} flexGrow={1} flexBasis={0} minHeight={0} contentOptions={{ paddingX: 1 }}>
+    <ScrollBox scrollY width={width} height={nativePaneChrome ? undefined : Math.max(1, height - 3)} flexGrow={1} flexBasis={0} minHeight={0} contentOptions={{ paddingX: 1 }}>
       <PaneStatusBody loading={posts.loading && !list.length} error={!list.length ? posts.error : null} subject="top posts"
         empty={!posts.loading && !list.length} emptyTitle="No top posts for this day.">
         <Box flexDirection="column" gap={1} width={lineWidth}>

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

@@ -8,6 +8,7 @@ import { priceColor } from "../../../theme/colors";
 import { useThemeColors } from "../../../theme/theme-context";
 import { Box, Text } from "../../../ui";
 import { nextHeaderSort } from "../../../utils/sort-values";
+import { useMembersMenu } from "../shared/members-menu";
 import { cachedMembers, cachedThemes, loadMembers, loadThemes } from "./client";
 import { aggregateText, coverageWidth, DEFAULT_SORT, matchTheme, memberColumns, memberPrice, percent, sortMembers, sortThemes, themeColumns, type ThemeSort } from "./model";
 
@@ -37,6 +38,8 @@ function Members({ id, width, height, focused }: { id: string; width: number; he
   useAutoRefresh(resource.updatedAt, resource.load);
   usePaneRefreshKey(() => void resource.reload(), { focused });
   useSnapshotFooter("themes:members", resource, focused);
+  const memberList = useMemo(() => data ? { title: data.theme.name, watchlistName: data.theme.name, members: rows } : null, [data, rows]);
+  useMembersMenu("themes:members-menu", memberList);
   const renderCell = useCallback((row: ThemeMember, column: DataTableColumn): DataTableCell => {
     if (column.id === "symbol") return { text: row.symbol, color: colors.textBright };
     if (column.id === "name") return { text: row.name ?? "--", color: colors.text };

package/src/plugins/builtin/ticker-detail/financials/aggregation.ts

@@ -166,10 +166,14 @@ function aggregateQuarterlyStatements(
   }
   const currencies = new Set(statements.map((statement) => statement.currency));
   if (currencies.size > 1) return null;
+  // Its counts and EPS are on the quarters' share basis when all four state the same one.
+  const shareBases = new Set(statements.map((statement) => statement.shareBasis));
+  const shareBasis = shareBases.size === 1 ? [...shareBases][0] : undefined;
 
   const aggregate: FinancialTableStatement = {
     date,
     currency: [...currencies][0],
+    ...(shareBasis ? { shareBasis } : {}),
     aggregation: {
       kind: "trailing-four-quarters",
       periodEnd: statements.at(-1)!.date,

package/src/plugins/builtin/ticker-detail/financials/model.ts

@@ -107,7 +107,13 @@ const SHARE_COUNT_FIELDS = new Set<keyof FinancialStatement>([
   "basicShares", "dilutedShares", "shareIssued", "ordinarySharesNumber", "treasurySharesNumber",
 ]);
 
-/** Currency changes affect monetary comparisons, not counts of reported shares. */
+const PER_SHARE_EARNINGS_FIELDS = new Set<keyof FinancialStatement>(["eps", "basicEps"]);
+
+/**
+ * Currency changes affect monetary comparisons, not counts of reported
+ * shares. Counts and EPS compare only on one share basis: receipts against
+ * ordinary shares would read as a split.
+ */
 export function canCompareFinancialRow(
   row: FinancialTableRow,
   current: FinancialStatement,
@@ -116,7 +122,9 @@ export function canCompareFinancialRow(
 ): boolean {
   if (!previous) return false;
   const key = row.kind === "group" ? row.summaryKey : row.key;
-  if (key && SHARE_COUNT_FIELDS.has(key)) return true;
+  const sameShareBasis = current.shareBasis === previous.shareBasis;
+  if (key && SHARE_COUNT_FIELDS.has(key)) return sameShareBasis;
+  if (key && PER_SHARE_EARNINGS_FIELDS.has(key) && !sameShareBasis) return false;
   const currentCurrency = (current.currency ?? financialCurrency)?.trim();
   const previousCurrency = (previous.currency ?? financialCurrency)?.trim();
   return !!currentCurrency && currentCurrency === previousCurrency;
@@ -269,6 +277,19 @@ export function financialStatementLimitations(financials: TickerFinancials | nul
   return limitations;
 }
 
+/** "Ordinary Shares (bn ADRs)": a share-count line whose counts are depositary receipts. */
+export function receiptShareCountLabel(row: Pick<FinancialTableModelRow, "key" | "label" | "unitLabel">): string {
+  if (!row.key || !SHARE_COUNT_FIELDS.has(row.key)) return row.unitLabel;
+  const unit = row.unitLabel.startsWith(`${row.label} (`) ? row.unitLabel.slice(row.label.length + 2, -1) : "";
+  return `${row.label} (${unit ? `${unit} ` : ""}ADRs)`;
+}
+
+/** Whether a table row shows share counts or per-share earnings. */
+export function isPerShareFinancialRow(row: Pick<FinancialTableModelRow, "key" | "summaryKey">): boolean {
+  const key = row.key ?? row.summaryKey;
+  return !!key && (SHARE_COUNT_FIELDS.has(key) || PER_SHARE_EARNINGS_FIELDS.has(key));
+}
+
 export function resolveFinancialPeriod(
   requestedPeriod: FinancialPeriod,
   hasAnnualStatements: boolean,
@@ -495,6 +516,7 @@ interface FinancialTableModelRow {
   id: string;
   key?: keyof FinancialStatement;
   summaryKey?: keyof FinancialStatement;
+  label: string;
   unitLabel: string;
   depth: number;
   growthDirection: FinancialGrowthDirection;
@@ -614,6 +636,7 @@ export function buildFinancialTableModel(
       id: row.id,
       key: row.kind === "metric" ? row.key : undefined,
       summaryKey: row.kind === "group" ? row.summaryKey : undefined,
+      label: row.label,
       unitLabel: row.unitLabel,
       depth: row.depth,
       growthDirection: row.growthDirection,

package/src/plugins/builtin/ticker-detail/headless.ts

@@ -6,7 +6,11 @@ import type { TimeRange } from "../../../time-series/range";
 import { formatNumber, formatPercentRaw } from "../../../utils/format";
 import { formatMarketPrice, formatMarketPriceWithCurrency, formatPriceObservation, withCurrencyMinorDigits, type MarketFormatOptions } from "../../../market-data/market/format";
 import { pricePointValues, priceHistoryIntegrityNotice } from "../../../utils/price-history-integrity";
-import { buildFinancialTableModel, financialStatementCurrency, financialStatementDateNotice, financialStatementLimitations, formatFinancialHeader } from "./financials/model";
+import {
+  buildFinancialTableModel, financialStatementCurrency, financialStatementDateNotice, financialStatementLimitations,
+  formatFinancialHeader, isPerShareFinancialRow, receiptShareCountLabel,
+} from "./financials/model";
+import { adrRatioText } from "../../../utils/depositary-receipt";
 import { paneSchemas } from "./headless-schema";
 import { loadPeriodEndHistory } from "./financials/period-end-history";
 import {
@@ -52,8 +56,18 @@ export const financialStatementsHeadless: HeadlessPaneDefinition<"rows"> = {
     const statementCurrency = financialStatementCurrency(financials, [
       ...financials.annualStatements, ...financials.quarterlyStatements,
     ]);
-    const dates = table?.statements.map(({ date, currency, dateSource, providerDate, dateEvidence, availableAt, fieldAvailability, fieldSources, unavailableFields, epsBasis, unavailableEarnings, aggregation }) => ({
+    // Gloom Cloud states when a period's share counts and EPS are on the receipts.
+    const receiptPeriods = table?.statements.filter(({ shareBasis }) => shareBasis === "depositary_receipt").map(({ date }) => date) ?? [];
+    const allReceipts = receiptPeriods.length > 0 && receiptPeriods.length === table?.statements.length;
+    const shareBases = new Set(table?.statements.map(({ shareBasis }) => shareBasis ?? null));
+    const ratio = adrRatioText(financials.fundamentals?.adrRatio ?? financials.quote?.adrRatio);
+    const shareBasisNotice = receiptPeriods.length === 0 || !table?.rows.some(isPerShareFinancialRow) ? null
+      : allReceipts
+        ? `Share counts are in ADRs and EPS is per ADR${ratio ? `; ${ratio}` : ""}.`
+        : `Share counts are in ADRs and EPS is per ADR for ${receiptPeriods.join(", ")}${ratio ? ` (${ratio})` : ""}; other periods as reported.`;
+    const dates = table?.statements.map(({ date, currency, dateSource, providerDate, dateEvidence, availableAt, fieldAvailability, fieldSources, unavailableFields, epsBasis, unavailableEarnings, aggregation, shareBasis }) => ({
       date, currency: currency ?? statementCurrency ?? null,
+      shareBasis: shareBasis ?? null,
       availableAt: availableAt ?? null,
       fieldAvailability: fieldAvailability ? { ...fieldAvailability } : null,
       ...(fieldSources ? { fieldSources } : {}),
@@ -68,7 +82,7 @@ export const financialStatementsHeadless: HeadlessPaneDefinition<"rows"> = {
       label: formatFinancialHeader(date, [currency ?? statementCurrency, table.unit].filter(Boolean).join(" ") || undefined, dateSource, false, aggregation?.periodEnd).trim(),
     })) ?? [];
     const rows = table?.rows.map((row) => ({
-      id: row.id, kind: row.kind, metric: row.unitLabel,
+      id: row.id, kind: row.kind, metric: allReceipts ? receiptShareCountLabel(row) : row.unitLabel,
       cells: row.cells.map((cell, index) => ({
         date: dates[index]?.date ?? "", value: cell.value ?? null,
         growth: cell.growth ?? null, formatted: cell.valueText.trim(), growthFormatted: cell.growthText.trim(),
@@ -92,7 +106,9 @@ export const financialStatementsHeadless: HeadlessPaneDefinition<"rows"> = {
         symbol, name: financials.quote?.name ?? symbol, currency: statementCurrency ?? null, unit: table?.unit ?? null, quoteCurrency: financials.quote?.currency ?? null,
         statement: table?.subTab.key ?? options.statement, statementLabel: table?.subTab.name ?? null,
         period: requestedPeriod, growthBasis: requestedPeriod === "quarterly" ? "QoQ" : "YoY", columns: dates,
-        notices: rows.length ? [FINANCIAL_VINTAGE_NOTICE] : [],
+        shareBasis: shareBases.size === 1 ? [...shareBases][0] ?? null : null,
+        ...(receiptPeriods.length > 0 ? { adrRatio: financials.fundamentals?.adrRatio ?? financials.quote?.adrRatio ?? null } : {}),
+        notices: rows.length ? [FINANCIAL_VINTAGE_NOTICE, ...(shareBasisNotice ? [shareBasisNotice] : [])] : [],
         limitations: financialStatementLimitations(financials),
         dateProvenance: financialStatementDateNotice(table?.statements ?? []),
       },

package/src/plugins/builtin/ticker-detail/overview/model.ts

@@ -22,6 +22,7 @@ import type { OverviewFunctionLink, PositionTableRow, StatField } from "./types"
 import { getPortfolioPositionMetrics, getPortfolioQuoteDisplay, resolvePortfolioMarketValue, resolvePortfolioPositionPnl, portfolioPnlPercent, signedPositionDirection } from "../../portfolio-list/position-metrics";
 import { liveDividendYield, liveForwardPE, liveMarketCapitalization, liveTrailingPE } from "../../portfolio-list/live-valuation";
 import { formatReportedMoney } from "../../../../utils/reported-money";
+import { fundamentalsCurrency, reportedEnterpriseValue } from "../../../../utils/fundamentals";
 import { formatShortDate } from "../../../../utils/datetime-format";
 import { safeExternalUrl } from "../../../../utils/external-url";
 
@@ -68,6 +69,7 @@ function compactPositionAccount(position: TickerPosition): string {
 export function buildOverviewStats({
   quote,
   fundamentals,
+  financialCurrency,
   quoteCurrency,
   baseCurrency,
   marketCapExchangeRates = new Map(),
@@ -77,18 +79,20 @@ export function buildOverviewStats({
 }: {
   quote: Quote | undefined;
   fundamentals: TickerFinancials["fundamentals"] | undefined;
+  /** The currency the statements report in, for fundamentals that declare none. */
+  financialCurrency?: TickerFinancials["financialCurrency"];
   quoteCurrency: string;
   baseCurrency: string;
   toBase: CurrencyConverter;
   marketCapExchangeRates?: ReadonlyMap<string, number>;
   nextEarnings?: NextEarnings;
-  /** The listing is a depositary receipt, so its share count is in receipts. */
+  /** The share count is in depositary receipts, not ordinary shares. */
   depositaryReceipt?: boolean;
   /** The listing's calendar day, YYYY-MM-DD; dates before it are left out. */
   today?: string;
 }): StatField[] {
   const stats: StatField[] = [];
-  const money = (value: number, perShare = false) => formatReportedMoney(value, fundamentals?.financialCurrency, perShare);
+  const money = (value: number, perShare = false) => formatReportedMoney(value, fundamentalsCurrency({ fundamentals, financialCurrency }), perShare);
 
   if (quote?.volume != null) {
     // Live figures keep their decimals (12.30M, not 12.3M) so the digits hold still.
@@ -178,10 +182,11 @@ export function buildOverviewStats({
       valueColor: priceColor(fundamentals.revenueGrowth),
     });
   }
+  const enterpriseValue = reportedEnterpriseValue(fundamentals);
   if (fundamentals?.unavailableFields?.includes("enterpriseValue")) {
     stats.push({ label: "EV", value: "—" });
-  } else if (fundamentals?.enterpriseValue != null) {
-    stats.push({ label: "EV", value: formatCompactCurrency(fundamentals.enterpriseValue, quoteCurrency) });
+  } else if (enterpriseValue != null) {
+    stats.push({ label: "EV", value: formatCompactCurrency(enterpriseValue, quoteCurrency) });
   }
   if (finite(fundamentals?.beta)) {
     stats.push({ label: "Beta", value: formatNumber(fundamentals.beta, 2), link: RELATIONSHIP_GRAPH });

package/src/plugins/builtin/ticker-detail/overview-tab.tsx

@@ -26,7 +26,7 @@ import { Box, ScrollBox, Text, useUiCapabilities } from "../../../ui";
 import { publicTickerKey, resolveExchangeTimeZone } from "../../../utils/exchanges";
 import { convertCurrency, displayWidth, formatPercentRaw, truncateToDisplayWidth } from "../../../utils/format";
 import { zonedDateKey } from "../../../utils/zoned-date-time";
-import { isDepositaryReceipt } from "../../../utils/depositary-receipt";
+import { sharesOutstandingInReceipts } from "../../../utils/depositary-receipt";
 import {
   CompactRangeBar,
   FundamentalsGrid,
@@ -189,12 +189,13 @@ function ResolvedOverviewTab({ width, focused = false, ticker, financials, onOpe
   const stats = buildOverviewStats({
     quote,
     fundamentals,
+    financialCurrency: financials?.financialCurrency,
     quoteCurrency,
     baseCurrency,
     toBase,
     marketCapExchangeRates: exchangeRates,
     nextEarnings: financials?.nextEarnings,
-    depositaryReceipt: isDepositaryReceipt({ ...quote, description }),
+    depositaryReceipt: sharesOutstandingInReceipts(quote, fundamentals, description),
     // Report and ex-dividend dates are the listing's calendar days.
     today: zonedDateKey(Date.now(), chartTimeZone ?? "America/New_York"),
   });

package/src/plugins/builtin/world-venue-map/basemap-layer.tsx

@@ -24,6 +24,8 @@ export interface BasemapPalette {
   land: string;
   coast: string;
   border: string;
+  /** Country names. */
+  label: string;
 }
 
 interface BasemapLayerProps {

package/src/plugins/builtin/world-venue-map/basemap.ts

@@ -138,9 +138,13 @@ export function tilesInView(tiles: readonly DetailTile[], view: GeoBox, margin =
   return tiles.filter(({ box }) => box[0] < east && box[2] > west && box[1] < north && box[3] > south);
 }
 
+/** A country name at its label point, with the web-map zoom it first shows at and its rank. */
+export type CountryLabel = readonly [name: string, longitude: number, latitude: number, minZoom: number, rank: number];
+
 /** What `natural-earth/index.chunk.ts` exports. */
 interface BasemapIndex {
   loadWorld: () => Promise<BasemapChunk>;
+  loadLabels: () => Promise<{ COUNTRY_LABELS: readonly CountryLabel[] }>;
   DETAIL_TILES: readonly DetailTile[];
 }
 
@@ -175,6 +179,20 @@ export function loadWorldBasemap(): Promise<BasemapPaths> {
   return worldPaths;
 }
 
+let countryLabels: Promise<readonly CountryLabel[]> | null = null;
+
+/** Country names, most prominent first; a lazy chunk like the land. */
+export function loadCountryLabels(): Promise<readonly CountryLabel[]> {
+  countryLabels ??= loadIndex()
+    .then((index) => index.loadLabels())
+    .then((chunk) => chunk.COUNTRY_LABELS)
+    .catch((error: unknown) => {
+      countryLabels = null;
+      throw error;
+    });
+  return countryLabels;
+}
+
 export function loadDetailIndex(): Promise<readonly DetailTile[]> {
   return loadIndex().then((index) => index.DETAIL_TILES);
 }

package/src/plugins/builtin/world-venue-map/country-labels.ts

@@ -0,0 +1,78 @@
+/**
+ * Which country names the desktop and web map write, and where. Names come
+ * from Natural Earth's label points, most prominent first, each with the
+ * web-map zoom it first shows at. A name shows once the map is that close (a
+ * little before), sits wholly inside the map, and keeps clear of the names
+ * already placed and of the selected or hovered marker. Same view, same names.
+ */
+import type { CountryLabel } from "./basemap";
+
+export interface PlacedCountryLabel {
+  name: string;
+  longitude: number;
+  latitude: number;
+}
+
+/** A marker the names keep clear of, in pixels from the map's top left. */
+export interface LabelObstacle {
+  x: number;
+  y: number;
+  radius: number;
+}
+
+export const COUNTRY_LABEL_FONT_PX = 10;
+/** The map's font is monospaced: every character advances this much of the font size. */
+const CHARACTER_EM = 0.6;
+/** Room kept around a name, so two never touch. */
+const GAP_PX = 6;
+/** Names show at Natural Earth's own zoom; this moves the threshold earlier (positive) or later. */
+const ZOOM_LEAD = 0;
+/** The largest countries are named on any world view, room permitting. */
+const WORLD_VIEW_MIN_ZOOM = 1.7;
+/** Never more names than this on one view. */
+const MAX_LABELS = 60;
+
+/** The web-map zoom (256 px tiles for 360 degrees) of a map drawn at this many pixels per degree. */
+export function webMapZoom(pxPerDegree: number): number {
+  return Math.log2((Math.max(pxPerDegree, 1e-9) * 360) / 256);
+}
+
+export function layoutCountryLabels(
+  labels: readonly CountryLabel[],
+  options: {
+    pxPerDegree: number;
+    /** Where a longitude and latitude fall, in pixels from the map's top left. */
+    toPixels: (longitude: number, latitude: number) => { x: number; y: number };
+    widthPx: number;
+    heightPx: number;
+    obstacles?: readonly LabelObstacle[];
+    fontPx?: number;
+  },
+): PlacedCountryLabel[] {
+  const { toPixels, widthPx, heightPx, obstacles = [] } = options;
+  const fontPx = options.fontPx ?? COUNTRY_LABEL_FONT_PX;
+  if (!(widthPx > 0 && heightPx > 0 && options.pxPerDegree > 0)) return [];
+  const threshold = Math.max(webMapZoom(options.pxPerDegree) + ZOOM_LEAD, WORLD_VIEW_MIN_ZOOM);
+  const taken: [number, number, number, number][] = [];
+  const placed: PlacedCountryLabel[] = [];
+  for (const [name, longitude, latitude, minZoom] of labels) {
+    if (placed.length >= MAX_LABELS) break;
+    if (minZoom > threshold) continue;
+    const { x, y } = toPixels(longitude, latitude);
+    const halfWidth = (name.length * fontPx * CHARACTER_EM) / 2 + GAP_PX / 2;
+    const halfHeight = fontPx / 2 + GAP_PX / 4;
+    const box: [number, number, number, number] = [x - halfWidth, y - halfHeight, x + halfWidth, y + halfHeight];
+    if (box[0] < 0 || box[1] < 0 || box[2] > widthPx || box[3] > heightPx) continue;
+    if (taken.some((other) => box[0] < other[2] && box[2] > other[0] && box[1] < other[3] && box[3] > other[1])) continue;
+    if (obstacles.some((marker) => circleMeetsBox(marker, box))) continue;
+    taken.push(box);
+    placed.push({ name, longitude, latitude });
+  }
+  return placed;
+}
+
+function circleMeetsBox(circle: LabelObstacle, box: readonly [number, number, number, number]): boolean {
+  const nearestX = Math.max(box[0], Math.min(circle.x, box[2]));
+  const nearestY = Math.max(box[1], Math.min(circle.y, box[3]));
+  return Math.hypot(circle.x - nearestX, circle.y - nearestY) < circle.radius;
+}

package/src/plugins/builtin/world-venue-map/geo-svg.tsx

@@ -357,7 +357,8 @@ export function GeoSvgLayers({ overlay, matrix, project, view, unitPx, mapWidthP
   const selectedLayer = overlay.selected ? overlay.layers.find((layer) => layer.id === overlay.selected!.layerId) ?? null : null;
   const selectedFeature = selectedLayer?.features.find((feature) => feature.id === overlay.selected!.id) ?? null;
   const pxPerDegree = matrix.a * unitPx;
-  const iconScale = { [ICON_SCALE_VAR]: 1 / Math.max(pxPerDegree, Number.EPSILON) } as CSSProperties;
+  // A map with no scale draws nothing; never hand the icons a counter-scale of 1/epsilon.
+  const iconScale = { [ICON_SCALE_VAR]: pxPerDegree > 0 && Number.isFinite(pxPerDegree) ? 1 / pxPerDegree : 0 } as CSSProperties;
   const trailPath = overlay.trail && overlay.trail.length > 1 ? degreePath([overlay.trail], false) : null;
   const points = new Map(overlay.layers.filter((layer) => layer.geometry === "point").map((layer) => {
     const landmark = layer.features.length > 0 && MAP_SYMBOLS[featureSymbol(layer.id, layer.features[0]!).id].landmark === true;