gloomberb 0.16.3 → 0.16.4

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

@@ -12,6 +12,7 @@ import { useLiveQuoteEntries } from "../../../state/hooks/quote-streaming";
 import { buildQuoteKey, resolveEntryData } from "../../../market-data/selectors";
 import type { QuoteSubscriptionTarget } from "../../../types/data-provider";
 import type { Quote } from "../../../types/financials";
+import type { ExtendedSession } from "../../../market-data/market/status";
 import { useAutoRefresh, useUpdatedAgo } from "../../../react/auto-refresh";
 import { useLiveStreamingSetting } from "../../../state/hooks/live-streaming";
 import { isStreamCarryingQuote, useVisibleBoardSymbols } from "../shared/use-quote-board";
@@ -33,6 +34,7 @@ import {
   nextSortPreference,
   normalizeRowsForCollection,
   overlayLiveSectorQuote,
+  sectorExtendedSessions,
   sectorRowFollowsQuote,
   sectorRowIssues,
   sortRows,
@@ -149,7 +151,6 @@ function EtfBoard({ collectionId, focused, width, height, rootBefore }: EtfBoard
   const fetchGenRef = useRef(0);
   const [loadError, setLoadError] = useState<string | null>(null);
 
-  const columns = useMemo(() => buildSectorColumns(width), [width]);
   const rows = useMemo(
     () => normalizeRowsForCollection(rowsByCollection, activeCollection.id, activeItems),
     [activeCollection.id, activeItems, rowsByCollection],
@@ -203,6 +204,12 @@ function EtfBoard({ collectionId, focused, width, height, rootBefore }: EtfBoard
     return carried && !!quote && sectorRowFollowsQuote(row, quote);
   }), [freshnessNow, liveEntries, liveStreaming, rows, subscriptionStartedAt]);
   const sortedRows = useMemo(() => sortRows(liveRows, sortPreference), [liveRows, sortPreference]);
+  // A pre-market or after-hours column only while a fund has such a print.
+  const extendedSessionsKey = sectorExtendedSessions(liveRows).join(",");
+  const columns = useMemo(
+    () => buildSectorColumns(width, extendedSessionsKey ? extendedSessionsKey.split(",") as ExtendedSession[] : []),
+    [extendedSessionsKey, width],
+  );
   const lastRefreshMs = lastRefreshByCollection[activeCollection.id] ?? null;
   const loading = rows.some((row) => row.loading);
   /**
@@ -296,6 +303,16 @@ function EtfBoard({ collectionId, focused, width, height, rootBefore }: EtfBoard
           text: row.changePercent !== null ? formatPercentRaw(shownPercent(row.changePercent)) : "—",
           color: row.changePercent !== null ? priceColor(shownPercent(row.changePercent)) : colors.textDim,
         };
+      case "preMarket":
+      case "afterHours": {
+        // The extended print's move from the close in LAST.
+        const move = row.extendedSession === (column.id === "preMarket" ? "PRE" : "POST") ? row.extendedChangePercent ?? null : null;
+        return {
+          text: move !== null ? formatPercentRaw(shownPercent(move)) : "—",
+          value: move,
+          color: move !== null ? priceColor(shownPercent(move)) : colors.textDim,
+        };
+      }
       case "return1M":
         return {
           text: row.loading && row.return1M === null ? "…" : row.return1M !== null ? formatPercentRaw(shownPercent(row.return1M)) : "—",

package/src/plugins/builtin/sectors/sector-model.ts

@@ -1,8 +1,15 @@
 import type { DataTableColumn } from "../../../components";
+import { getTableWidth, tableColumnWidth } from "../../../components/ui/table-layout";
 import type { PricePoint, Quote } from "../../../types/financials";
 import { compareSortValues, type SortDirection } from "../../../utils/sort-values";
 import { getPricePointTimestamp } from "../../../utils/price-history";
 import { mergePriceHistoryIntegrity, pricePointIntegrity, type PriceHistoryIntegrity } from "../../../utils/price-history-integrity";
+import {
+  getExtendedSessionDisplay,
+  getRegularSessionDisplay,
+  marketStateLabel,
+  type ExtendedSession,
+} from "../../../market-data/market/status";
 import {
   getSectorCollection,
   type SectorCollectionId,
@@ -12,8 +19,21 @@ import {
 const DAY_MS = 24 * 60 * 60 * 1000;
 export const DEFAULT_COLLECTION_ID: SectorCollectionId = "sectors";
 
-export interface SectorRow extends SectorDef {
+/**
+ * The pre-market or after-hours print beside a row's regular close, measured
+ * from that close (getExtendedSessionDisplay); all null without one.
+ */
+export interface SectorExtendedFields {
+  extendedSession?: ExtendedSession | null;
+  extendedPrice?: number | null;
+  extendedChange?: number | null;
+  extendedChangePercent?: number | null;
+}
+
+export interface SectorRow extends SectorDef, SectorExtendedFields {
+  /** The regular session's price: its close once it is over, never an extended print. */
   price: number | null;
+  /** The regular session's move, as `ticker` reports it. */
   changePercent: number | null;
   return1M: number | null;
   return1Y: number | null;
@@ -33,7 +53,7 @@ export interface SectorRow extends SectorDef {
   return1YStartDate?: string | null;
 }
 
-type SectorColumnId = "name" | "etf" | "price" | "changePercent" | "return1M" | "return1Y" | "bar";
+type SectorColumnId = "name" | "etf" | "price" | "changePercent" | "preMarket" | "afterHours" | "return1M" | "return1Y" | "bar";
 export type SectorColumn = DataTableColumn & { id: SectorColumnId };
 export type SectorRowsByCollection = Record<SectorCollectionId, SectorRow[]>;
 export type SectorRefreshByCollection = Partial<Record<SectorCollectionId, number>>;
@@ -48,6 +68,45 @@ export const DEFAULT_SORT_PREFERENCE: SectorSortPreference = {
   direction: "desc",
 };
 
+const NO_EXTENDED_PRINT: Required<SectorExtendedFields> = {
+  extendedSession: null,
+  extendedPrice: null,
+  extendedChange: null,
+  extendedChangePercent: null,
+};
+
+/** A quote's pre-market or after-hours print, from the regular close a row shows, as row fields. */
+export function sectorExtendedFields(quote: Quote | null | undefined): Required<SectorExtendedFields> {
+  const extended = getExtendedSessionDisplay(quote);
+  if (!extended || !Number.isFinite(extended.price)) return NO_EXTENDED_PRINT;
+  return {
+    extendedSession: extended.session,
+    extendedPrice: extended.price,
+    extendedChange: Number.isFinite(extended.change) ? extended.change! : null,
+    extendedChangePercent: Number.isFinite(extended.changePercent) ? extended.changePercent! : null,
+  };
+}
+
+function extendedFieldsOf(row: SectorExtendedFields | undefined): Required<SectorExtendedFields> {
+  return {
+    extendedSession: row?.extendedSession ?? null,
+    extendedPrice: row?.extendedPrice ?? null,
+    extendedChange: row?.extendedChange ?? null,
+    extendedChangePercent: row?.extendedChangePercent ?? null,
+  };
+}
+
+function sameExtended(left: SectorExtendedFields, right: SectorExtendedFields): boolean {
+  return (left.extendedSession ?? null) === (right.extendedSession ?? null)
+    && (left.extendedPrice ?? null) === (right.extendedPrice ?? null)
+    && (left.extendedChangePercent ?? null) === (right.extendedChangePercent ?? null);
+}
+
+/** The extended sessions some row has a print for, in the order their columns go. */
+export function sectorExtendedSessions(rows: readonly SectorExtendedFields[]): ExtendedSession[] {
+  return (["PRE", "POST"] as const).filter((session) => rows.some((row) => row.extendedSession === session));
+}
+
 /** Full length at a 5% session move, which covers all but crash days. */
 const MOVE_BAR_FULL_SCALE_PERCENT = 5;
 
@@ -99,6 +158,7 @@ export function normalizeRowsForCollection(
       quoteIssue: existing?.quoteIssue ?? null,
       lastReportedPrice: existing?.lastReportedPrice ?? null,
       quoteUpdatedAt: existing?.quoteUpdatedAt ?? null,
+      ...extendedFieldsOf(existing),
       returnIntegrity: existing?.returnIntegrity ?? {},
       returnAsOfDate: existing?.returnAsOfDate ?? null,
       return1MStartDate: existing?.return1MStartDate ?? null,
@@ -138,6 +198,7 @@ const UNAVAILABLE_SECTOR_ROW: Partial<SectorRow> = {
   lastReportedPrice: null,
   quoteUpdatedAt: null,
   returnIntegrity: {},
+  ...NO_EXTENDED_PRINT,
 };
 
 function sameSectorRow(left: SectorRow, right: SectorRow): boolean {
@@ -276,33 +337,49 @@ export function sectorRowIssues(row: SectorRow): string[] {
   return issues;
 }
 
-export function buildSectorColumns(width: number): SectorColumn[] {
-  const etfWidth = 4;
-  const priceWidth = 8;
-  const changeWidth = 8;
-  const returnWidth = 8;
-  const showBar = width >= 67;
-  const compactBar = width < 82;
-  const barWidth = showBar
-    ? compactBar ? 6 : Math.max(8, Math.min(18, Math.floor(width * 0.16)))
-    : 0;
-  const columnCount = showBar ? 7 : 6;
-  const fixedWidth = etfWidth + priceWidth + changeWidth + returnWidth * 2 + barWidth;
-  const nameWidth = Math.max(10, Math.min(22, width - 2 - columnCount - fixedWidth));
-
-  const columns: SectorColumn[] = [
-    { id: "name", label: "SECTOR", width: nameWidth, align: "left", flexGrow: 1 },
-    { id: "etf", label: "ETF", width: etfWidth, align: "left" },
-    { id: "price", label: "LAST", width: priceWidth, align: "right" },
-    { id: "changePercent", label: "1D", width: changeWidth, align: "right" },
-    { id: "return1M", label: "1M", width: returnWidth, align: "right" },
-    { id: "return1Y", label: "1Y", width: returnWidth, align: "right" },
+const EXTENDED_COLUMN_WIDTH = 9;
+/** The longest name in either collection ("Consumer Staples"), which a narrow pane keeps whole as long as it can. */
+const FULL_NAME_WIDTH = 16;
+
+/**
+ * The board's columns at `width`. A pre-market or after-hours column follows
+ * 1D for each session in `extendedSessions`. A narrow pane gives up the move
+ * bar first, then that column, before it cuts a sector's name.
+ */
+export function buildSectorColumns(width: number, extendedSessions: readonly ExtendedSession[] = []): SectorColumn[] {
+  const lead: SectorColumn[] = [
+    { id: "etf", label: "ETF", width: 4, align: "left" },
+    { id: "price", label: "LAST", width: 8, align: "right" },
+    { id: "changePercent", label: "1D", width: 8, align: "right" },
+  ];
+  const returns: SectorColumn[] = [
+    { id: "return1M", label: "1M", width: 8, align: "right" },
+    { id: "return1Y", label: "1Y", width: 8, align: "right" },
+  ];
+  const extendedColumns = extendedSessions.map((session): SectorColumn => ({
+    id: session === "PRE" ? "preMarket" : "afterHours",
+    // Named for the session it trades in, as the header labels it.
+    label: marketStateLabel(session),
+    width: EXTENDED_COLUMN_WIDTH,
+    align: "right",
+  }));
+  // Measured the way the table draws them (a header and its sort mark widen a
+  // column, gaps between them); the name adds its own width and a gap.
+  const nameRoom = (columns: SectorColumn[]) => width - getTableWidth(columns) - 1;
+  const shownExtended = extendedColumns.length > 0 && nameRoom([...lead, ...extendedColumns, ...returns]) >= FULL_NAME_WIDTH
+    ? extendedColumns
+    : [];
+  const extendedWidth = shownExtended.reduce((total, column) => total + tableColumnWidth(column) + 1, 0);
+  const barWidth = width - extendedWidth < 82 ? 6 : Math.max(8, Math.min(18, Math.floor(width * 0.16)));
+  // Labelled with the window it encodes: it sits after 1Y but tracks 1D.
+  const bar: SectorColumn = { id: "bar", label: "1D MOVE", width: barWidth, align: "left" };
+  const withBar = [...lead, ...shownExtended, ...returns, bar];
+  const showBar = width - extendedWidth >= 67 && nameRoom(withBar) >= FULL_NAME_WIDTH;
+  const columns = showBar ? withBar : [...lead, ...shownExtended, ...returns];
+  return [
+    { id: "name", label: "SECTOR", width: Math.max(10, Math.min(22, nameRoom(columns))), align: "left", flexGrow: 1 },
+    ...columns,
   ];
-  if (showBar) {
-    // Labelled with the window it encodes: it sits after 1Y but tracks 1D.
-    columns.push({ id: "bar", label: "1D MOVE", width: barWidth, align: "left" });
-  }
-  return columns;
 }
 
 function getSortValue(columnId: SectorColumnId, row: SectorRow): string | number | null {
@@ -315,6 +392,9 @@ function getSortValue(columnId: SectorColumnId, row: SectorRow): string | number
       return row.price;
     case "changePercent":
       return row.changePercent;
+    case "preMarket":
+    case "afterHours":
+      return row.extendedSession === (columnId === "preMarket" ? "PRE" : "POST") ? row.extendedChangePercent ?? null : null;
     case "return1M":
       return row.return1M;
     case "return1Y":
@@ -338,6 +418,8 @@ export function nextSortPreference(current: SectorSortPreference, columnId: stri
     return {
       columnId: typedColumnId,
       direction: typedColumnId === "changePercent"
+        || typedColumnId === "preMarket"
+        || typedColumnId === "afterHours"
         || typedColumnId === "return1M"
         || typedColumnId === "return1Y"
         || typedColumnId === "bar"
@@ -373,17 +455,30 @@ export function sectorQuoteSessionDate(quote: Quote): string | null {
 /**
  * A live quote extends a loaded row only inside the session its returns are
  * measured to. Every fund shares that session, so a pre-market print (the
- * next session) or a quote older than the snapshot leaves the row alone and
- * the board keeps ranking on one completed session. The 1M and 1Y returns
- * keep their baselines: the row's own return and price imply the start close.
+ * next session) or a quote older than the snapshot leaves the row's price
+ * alone and the board keeps ranking on one completed session. The 1M and 1Y
+ * returns keep their baselines: the row's own return and price imply the
+ * start close.
  */
 function isLiveSectorQuote(row: SectorRow, quote: Quote | null | undefined): quote is Quote {
-  if (!quote || quote.stale === true || !finitePositive(quote.price)) return false;
-  if (!finitePositive(row.price) || !row.returnAsOfDate) return false;
-  if (row.quoteUpdatedAt != null && quote.lastUpdated < row.quoteUpdatedAt) return false;
+  if (!isCurrentSectorQuote(row, quote) || !finitePositive(getRegularSessionDisplay(quote)?.price)) return false;
   return sectorQuoteSessionDate(quote) === row.returnAsOfDate;
 }
 
+/** A usable quote no older than the snapshot behind a loaded row. */
+function isCurrentSectorQuote(row: SectorRow, quote: Quote | null | undefined): quote is Quote {
+  if (!quote || quote.stale === true) return false;
+  if (!finitePositive(row.price) || !row.returnAsOfDate) return false;
+  return row.quoteUpdatedAt == null || quote.lastUpdated >= row.quoteUpdatedAt;
+}
+
+/** A pre-market print of the session after the row's, which moves only the extended column. */
+function isNextPreMarketQuote(row: SectorRow, quote: Quote): boolean {
+  if (quote.marketState !== "PRE" && quote.marketState !== "PREPRE") return false;
+  const session = sectorQuoteSessionDate(quote);
+  return !!session && !!row.returnAsOfDate && session > row.returnAsOfDate;
+}
+
 /**
  * Whether the feed keeps a loaded row as current as a snapshot reload would,
  * given a quote the feed is carrying. It does when the quote belongs to the
@@ -402,18 +497,32 @@ export function sectorRowFollowsQuote(row: SectorRow, quote: Quote): boolean {
   return quote.marketState === "PRE" || quote.marketState === "PREPRE";
 }
 
+/**
+ * A row with the feed's quote on it. Price and 1D are the regular session,
+ * as `ticker` reads them, so they hold at the close; a pre-market or
+ * after-hours print moves only the extended column, measured from that close.
+ */
 export function overlayLiveSectorQuote(row: SectorRow, quote: Quote | null | undefined): SectorRow {
-  if (!isLiveSectorQuote(row, quote) || row.price == null) return row;
-  const changePercent = Number.isFinite(quote.changePercent) ? quote.changePercent : row.changePercent;
-  if (quote.price === row.price && changePercent === row.changePercent) return row;
-  const scale = quote.price / row.price;
-  const rescale = (value: number | null) => (value == null ? null : ((1 + value / 100) * scale - 1) * 100);
+  if (!isCurrentSectorQuote(row, quote) || row.price == null) return row;
+  if (!isLiveSectorQuote(row, quote)) {
+    if (!isNextPreMarketQuote(row, quote)) return row;
+    const extended = sectorExtendedFields(quote);
+    return sameExtended(extended, row) ? row : { ...row, ...extended };
+  }
+  const headline = getRegularSessionDisplay(quote)!;
+  const extended = sectorExtendedFields(quote);
+  const changePercent = Number.isFinite(headline.changePercent) ? headline.changePercent! : row.changePercent;
+  if (headline.price === row.price && changePercent === row.changePercent && sameExtended(extended, row)) return row;
+  const scale = headline.price / row.price;
+  // A held close leaves the returns exactly as they were.
+  const rescale = (value: number | null) => (value == null || scale === 1 ? value : ((1 + value / 100) * scale - 1) * 100);
   return {
     ...row,
-    price: quote.price,
-    lastReportedPrice: quote.price,
+    price: headline.price,
+    lastReportedPrice: headline.price,
     changePercent,
     return1M: rescale(row.return1M),
     return1Y: rescale(row.return1Y),
+    ...extended,
   };
 }

package/src/plugins/builtin/shared/command-tab.ts

@@ -0,0 +1,51 @@
+import { useEffect, useRef } from "react";
+import { usePluginPaneState } from "../../../public/react";
+import { usePaneInstance } from "../../../state/app/context";
+import type { PaneTemplateDef, PaneTemplateInstanceConfig } from "../../../types/plugin";
+
+/** A command's request to show one tab, stamped so a later command can ask again. */
+export function commandTabParams(tab: string, params?: Record<string, string>): Record<string, string> {
+  return { ...(params ?? {}), tab, tabAt: String(Date.now()) };
+}
+
+/** The template's pane, with the command's tab written onto the instance. */
+function stampCommandTab(instance: PaneTemplateInstanceConfig | null, tab: string): PaneTemplateInstanceConfig | null {
+  return instance ? { ...instance, params: commandTabParams(tab, instance.params) } : null;
+}
+
+export function withCommandTab(template: PaneTemplateDef, tab: string): PaneTemplateDef {
+  const create = template.createInstance;
+  return {
+    ...template,
+    createInstance: (context, options) => {
+      const created = create?.(context, options);
+      if (!created) return null;
+      return created instanceof Promise ? created.then((instance) => stampCommandTab(instance, tab)) : stampCommandTab(created, tab);
+    },
+  };
+}
+
+/**
+ * The tab a command asked this pane to show. A stored choice wins until a
+ * newer command arrives. Another pane's params, such as Ticker Research
+ * around a nested tab, are ignored.
+ */
+export function useCommandTab<T extends string>(
+  paneId: string,
+  stateKey: string,
+  tabs: readonly T[],
+  fallback: T,
+): [T, (next: T) => void] {
+  const instance = usePaneInstance();
+  const params = instance?.paneId === paneId ? instance.params : undefined;
+  const requested = params && (tabs as readonly string[]).includes(params.tab ?? "") ? params.tab as T : null;
+  const requestAt = params?.tabAt ?? "";
+  const [tab, setTab] = usePluginPaneState<T>(stateKey, requested ?? fallback);
+  const seen = useRef(requestAt);
+  useEffect(() => {
+    if (!requested || requestAt === seen.current) return;
+    seen.current = requestAt;
+    setTab(requested);
+  }, [requestAt, requested, setTab]);
+  return [tab, setTab];
+}

package/src/plugins/builtin/shared/headless-market-data.ts

@@ -1,12 +1,44 @@
+import type { IssuerListingParams } from "../../../api-client/paths";
+import type { DataProvider } from "../../../types/data-provider";
 import type { HeadlessPaneContext } from "../../../types/headless";
 import type { TimeRange } from "../../../time-series/range";
 import { clipPriceHistoryToRange } from "../../../time-series/history-window";
-import { parsePublicTickerKey } from "../../../utils/exchanges";
+import { canonicalExchange, parsePublicTickerKey } from "../../../utils/exchanges";
+import { nonUsSecListingVenue } from "../../../utils/sec";
 
 export async function resolveHeadlessInstrument(ctx: HeadlessPaneContext, symbol: string) {
   return ctx.resolveInstrument ? ctx.resolveInstrument(symbol) : parsePublicTickerKey(symbol);
 }
 
+/**
+ * The venue and company an issuer lookup names for a listing abroad: the
+ * venue from the key or the saved listing, the company from the listing's own
+ * quote. A US listing or a symbol with no venue names neither.
+ */
+export async function resolveIssuerListing(
+  key: string,
+  exchange: string | undefined,
+  marketData: Pick<DataProvider, "getQuote">,
+): Promise<IssuerListingParams> {
+  const venue = nonUsSecListingVenue(key, exchange);
+  if (!venue) return {};
+  try {
+    const quote = await marketData.getQuote(parsePublicTickerKey(key).symbol, venue);
+    const quoteVenue = canonicalExchange(quote.listingExchangeName || quote.exchangeName);
+    // A quote that prices another venue names another listing's company.
+    const name = !quoteVenue || quoteVenue === venue ? quote.name?.trim() : undefined;
+    return name ? { exchange: venue, name } : { exchange: venue };
+  } catch {
+    return { exchange: venue };
+  }
+}
+
+/** `resolveIssuerListing` for a report's ticker, with the venue of the saved listing when the key has none. */
+export async function resolveHeadlessIssuerListing(ctx: HeadlessPaneContext, key: string): Promise<IssuerListingParams> {
+  const { exchange } = await resolveHeadlessInstrument(ctx, key);
+  return resolveIssuerListing(key, exchange, ctx.marketData);
+}
+
 export async function loadHeadlessFinancials(ctx: HeadlessPaneContext, key: string) {
   const { symbol, exchange } = await resolveHeadlessInstrument(ctx, key);
   return ctx.marketData.getTickerFinancials(symbol, exchange ?? "");

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

@@ -180,10 +180,10 @@ export function useMembersMenu(registrationId: string, list: MemberList | null)
     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 destinations = MEMBER_DESTINATIONS.filter((destination) => (
+      registry.paneTemplates.has(destination.templateId)
+      && !registry.getDisabledPaneTemplateOwner?.(destination.templateId, disabledPlugins)
+    ));
     const choices = memberDestinationChoices(symbols, destinations);
     const text = memberListText(list, symbols.length);
     const openIn = () => {

package/src/plugins/builtin/shared/report-freshness.ts

@@ -1,6 +1,9 @@
 import type { HeadlessPaneFreshness } from "../../../types/headless";
 import type { Quote } from "../../../types/financials";
 import { isQuoteStaleForCurrentSession } from "../../../market-data/quotes/freshness";
+import { delayedFeedLagMs } from "../../../market-data/market/freshness";
+import { apiClient } from "../../../api-client";
+import { CLOUD_NEWS_DELAY_HOURS, hasProAccess } from "../../../api-client/plan-rules";
 
 /**
  * Freshness declarations shared by built-in reports. Each `fn` report ends
@@ -41,17 +44,62 @@ export const REFERENCE_DATA: HeadlessPaneFreshness = { status: "not-a-feed", bas
 /** Company fundamentals, estimates and calendars: reported figures, not a feed. */
 export const REPORTED_DATA: HeadlessPaneFreshness = { status: "not-a-feed", basis: "reported data" };
 
+/** Gloom Cloud's delayed quotes run behind each venue by a lag the app knows (`delayedFeedLagMs`). */
+const CLOUD_QUOTE_PROVIDER_ID = "gloomberb-cloud";
+
+interface QuoteFreshnessFields {
+  dataSource?: "live" | "delayed";
+  stale?: boolean;
+  /** How far a delayed Gloom Cloud quote runs behind its venue's trades. */
+  delayMinutes?: number;
+  /** The venue whose sessions the quote follows, so the report can say whether its market is open. */
+  sessionExchange?: string;
+  marketState?: Quote["marketState"];
+}
+
 /**
  * The standard freshness fields of one quote, spread into a report row so the
- * report can say whether that row is live, delayed or stale for its session.
+ * report can say whether that row is live, delayed (and by how much) or stale
+ * for its session, and where its market stands.
  */
 export function quoteFreshnessFields(
   quote: Quote | null | undefined,
   now = Date.now(),
-): { dataSource?: "live" | "delayed"; stale?: boolean } {
+): QuoteFreshnessFields {
   if (!quote) return {};
+  const exchange = quote.listingExchangeName || quote.exchangeName;
+  const delayed = quote.dataSource === "delayed" && quote.providerId === CLOUD_QUOTE_PROVIDER_ID;
   return {
     ...(quote.dataSource === "live" || quote.dataSource === "delayed" ? { dataSource: quote.dataSource } : {}),
     stale: isQuoteStaleForCurrentSession(quote, now),
+    ...(delayed ? { delayMinutes: delayedFeedLagMs(exchange) / 60_000 } : {}),
+    ...(exchange ? { sessionExchange: exchange } : {}),
+    ...(quote.marketState ? { marketState: quote.marketState } : {}),
   };
 }
+
+/**
+ * Whether the Gloom Cloud session a report reads with has real-time access:
+ * no session reads as a free account; a session is asked for its plan. Null
+ * when the plan cannot be read, so the report does not guess a delay.
+ */
+export async function cloudRealtimeAccess(): Promise<boolean | null> {
+  if (!apiClient.isSignedIn()) return false;
+  try {
+    return hasProAccess(apiClient.getCurrentUser() ?? await apiClient.getSession());
+  } catch {
+    return null;
+  }
+}
+
+/**
+ * Gloom Cloud news stories, dated by the newest: held back
+ * `CLOUD_NEWS_DELAY_HOURS` without real-time access, the live wire with it.
+ * The list is a history, so its last story is not stale data.
+ */
+export function cloudNewsFreshness(realtime: boolean | null): HeadlessPaneFreshness {
+  const stories: HeadlessPaneFreshness = { observedKey: "publishedAt", oldest: null };
+  if (realtime === true) return { ...stories, status: "live" };
+  if (realtime === false) return { ...stories, status: "delayed", delayMinutes: CLOUD_NEWS_DELAY_HOURS * 60 };
+  return { ...stories, status: "not-a-feed", basis: "published stories" };
+}

package/src/plugins/builtin/shared/ticker-request.ts

@@ -1,5 +1,7 @@
-import { useCallback } from "react";
+import { useCallback, useMemo } from "react";
 import { ApiRequestError } from "../../../api-client/errors";
+import { listingAbroad, type IssuerListingParams } from "../../../api-client/paths";
+import type { TickerRecord } from "../../../types/ticker";
 import { useAsyncResource } from "../../../react/async-resource";
 import { usePaneTickerIdentity } from "../../../state/hooks/pane-ticker";
 import { parsePublicTickerKey } from "../../../utils/exchanges";
@@ -22,6 +24,28 @@ export function listingIdentity(key: string | null | undefined, savedExchange =
   return { symbol: parsed.symbol.toUpperCase(), exchange: parsed.exchange ?? savedExchange };
 }
 
+/**
+ * The venue and company an SEC issuer read names for the pane's listing, from
+ * the pane's ticker as the SEC filings pane reads it: the key's venue, else the
+ * saved one, and the company the listing was saved as (listingAbroad). Nothing
+ * for a US listing or a symbol with no venue. A name that is only the symbol
+ * is left out, so the server falls back to the name on a quote it holds.
+ */
+function issuerListing(ticker: TickerRecord | null | undefined): IssuerListingParams {
+  if (!ticker) return {};
+  const key = ticker.metadata.ticker.trim().toUpperCase();
+  const name = ticker.metadata.name?.trim();
+  const known = !!name && ![key, parsePublicTickerKey(key).symbol].includes(name.toUpperCase());
+  const abroad = listingAbroad(key, ticker.metadata.exchange, known ? name : undefined);
+  return { exchange: abroad?.exchange, name: abroad?.name };
+}
+
+/** `issuerListing` as a stable value, for loader dependencies. */
+export function useIssuerListing(ticker: TickerRecord | null | undefined): IssuerListingParams {
+  const { exchange, name } = issuerListing(ticker);
+  return useMemo(() => ({ exchange, name }), [exchange, name]);
+}
+
 /**
  * The pane's symbol for research panes that load their own data. Identity only:
  * it does not observe the quote, so a price tick does not re-render the pane.

package/src/plugins/builtin/shared/use-quote-board.ts

@@ -1,7 +1,7 @@
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
 import type { DataTableCell, DataTableVisibleRange, PaneFooterSegment } from "../../../components";
 import { useQuoteEntries } from "../../../market-data/hooks";
-import { marketStateColor, marketStateLabel } from "../../../market-data/market/status";
+import { getRegularSessionDisplay, marketStateColor, marketStateLabel } from "../../../market-data/market/status";
 import type { InstrumentRef } from "../../../market-data/request-types";
 import type { QueryEntry } from "../../../market-data/result-types";
 import { buildQuoteKey, resolveEntryData } from "../../../market-data/selectors";
@@ -466,12 +466,31 @@ export type QuoteBoardCellKind = "status" | "price" | "change" | "changePercent"
 export interface QuoteBoardCellFormat {
   /** Spell out the session instead of a colored dot. */
   sessionText?: boolean;
-  /** Called with a finite price. */
+  /** Called with the quote at its headline: a finite price. */
   formatPrice: (quote: Quote) => string;
-  /** Called with a finite change; the text carries its sign. */
+  /** Called with the quote at its headline: a finite change; the text carries its sign. */
   formatChange: (quote: Quote) => string;
 }
 
+/** Each quote's figures as the board shows them, cached so a held quote keeps one object. */
+const boardHeadlines = new WeakMap<Quote, Quote>();
+
+/**
+ * The quote with its regular session's price and move (getRegularSessionDisplay),
+ * as `ticker` reads it: after the close its close and move, never an extended
+ * print, which a board of these columns has nowhere to show.
+ */
+export function boardHeadlineQuote(quote: Quote): Quote {
+  const cached = boardHeadlines.get(quote);
+  if (cached) return cached;
+  const display = getRegularSessionDisplay(quote);
+  const headline = !display || (display.price === quote.price && display.change === quote.change && display.changePercent === quote.changePercent)
+    ? quote
+    : { ...quote, price: display.price, change: display.change ?? Number.NaN, changePercent: display.changePercent ?? Number.NaN };
+  boardHeadlines.set(quote, headline);
+  return headline;
+}
+
 /** A row is loading while it has no quote yet, so none of its cells shows a no-data dash. */
 export function isBoardRowLoading(state: BoardQuoteState | undefined): boolean {
   return !state?.quote && (state?.loading ?? true);
@@ -482,7 +501,7 @@ export function renderQuoteBoardCell(
   state: BoardQuoteState | undefined,
   format: QuoteBoardCellFormat,
 ): DataTableCell {
-  const quote = state?.quote;
+  const quote = state?.quote ? boardHeadlineQuote(state.quote) : state?.quote;
   // One row must not mix a loading marker with a no-data marker.
   if (isBoardRowLoading(state)) return { text: kind === "status" ? "" : "…", color: colors.textDim };
 
@@ -517,7 +536,8 @@ export function renderQuoteBoardCell(
     case "time":
       return {
         text: formatQuoteTime(quote?.lastUpdated),
-        value: quote?.lastUpdated ? new Date(quote.lastUpdated).toISOString().replace(".000Z", "Z") : null,
+        // A Date, so the export writes it whole and a rendered-view report dates the board by its quotes.
+        value: quote?.lastUpdated ? new Date(quote.lastUpdated) : null,
         color: colors.textDim,
       };
   }