gloomberb 0.16.3 → 0.16.5

package/src/market-data/quotes/contributions.ts

@@ -1,11 +1,14 @@
 import { resolvePriceBasis } from "../market/price-basis";
+import { isAlwaysOpenExchange } from "../market/freshness";
 import type {
+  MarketState,
   Quote,
   QuoteContribution,
   QuoteContributionMap,
   SessionConfidence,
   TickerFinancials,
 } from "../../types/financials";
+import { classifyInstrumentType } from "../../tickers/instrument-kind";
 import { quoteTradingDay, reconcileQuoteDayRange } from "./day-range";
 
 const RETAINED_DESCRIPTIVE_FIELDS = ["high52w", "low52w", "marketCap", "name", "instrumentType"] as const;
@@ -48,6 +51,17 @@ function inferSessionConfidence(
   return "unknown";
 }
 
+/**
+ * A CCC coin trades through the equity close. The live tape often leaves the
+ * session off, and a copied equity close would paint the coin shut.
+ */
+function alwaysOpenSession(quote: Pick<Quote, "listingExchangeName" | "exchangeName" | "instrumentType" | "marketState">): { marketState: MarketState; sessionConfidence: SessionConfidence } | null {
+  const open = isAlwaysOpenExchange(quote.listingExchangeName ?? quote.exchangeName)
+    || classifyInstrumentType(quote.instrumentType) === "crypto";
+  if (!open || quote.marketState === "REGULAR") return null;
+  return { marketState: "REGULAR", sessionConfidence: "derived" };
+}
+
 function normalizeListingExchange(
   quote: Quote | QuoteContribution,
   providerId: string,
@@ -110,6 +124,7 @@ export function finalizeSessionFields(
       postMarketPrice: undefined,
       postMarketChange: undefined,
       postMarketChangePercent: undefined,
+      extendedSessionPrint: undefined,
     };
   }
 
@@ -128,6 +143,8 @@ export function normalizeQuoteContribution(
   const { listingExchangeName, listingExchangeFullName } = normalizeListingExchange(quote, providerId);
   const routingExchangeName = quote.routingExchangeName;
   const routingExchangeFullName = quote.routingExchangeFullName ?? routingExchangeName;
+  const exchangeName = listingExchangeName ?? quote.exchangeName;
+  const session = alwaysOpenSession({ ...quote, listingExchangeName, exchangeName });
 
   return finalizeSessionFields(reconcileQuoteDayRange({
     ...quote,
@@ -136,9 +153,10 @@ export function normalizeQuoteContribution(
     listingExchangeFullName,
     routingExchangeName,
     routingExchangeFullName,
-    exchangeName: listingExchangeName ?? quote.exchangeName,
+    exchangeName,
     fullExchangeName: listingExchangeFullName ?? quote.fullExchangeName,
-    sessionConfidence: inferSessionConfidence(quote, providerId),
+    ...session,
+    sessionConfidence: session?.sessionConfidence ?? inferSessionConfidence(quote, providerId),
   }));
 }
 
@@ -175,6 +193,8 @@ export function mergeQuoteContribution(
       postMarketChangePercent: next.postMarketChangePercent,
     } : {}),
     priceBasis: next.priceBasis,
+    // Said of this observation's price; a tick that does not say leaves it unknown.
+    extendedSessionPrint: next.extendedSessionPrint,
     regularClose: next.regularClose,
     regularCloseSessionDate: next.regularClose != null ? next.regularCloseSessionDate : undefined,
     regularChange: next.regularClose != null ? next.regularChange : undefined,

package/src/market-data/quotes/metadata.ts

@@ -1,6 +1,7 @@
 import type { Quote, QuoteMetadata } from "../../types/financials";
 import { canonicalExchange, parsePublicTickerKey } from "../../utils/exchanges";
 import { getListingSymbolsToTry } from "../../sources/listing-symbols";
+import { currencyPairCode } from "../../utils/currency-pair";
 
 export function quoteMetadataFromQuote(quote: Quote): QuoteMetadata {
   return {
@@ -32,22 +33,20 @@ export function mergeQuoteMetadata(known: QuoteMetadata | null | undefined, load
   return Object.keys(fields).length ? { ...merged, fieldSources: fields } : merged;
 }
 
-/** A provider's listing name establishes identity, not a session calendar. */
-function metadataExchange(value?: string): string {
-  const exchange = canonicalExchange(value);
-  return exchange === "NY MERCANTILE" ? "NYMEX" : exchange;
-}
-
 /** Qualified listings must agree; provider suffix spellings use the existing exact-listing normalizer. */
 export function quoteMetadataMatchesTarget(metadata: QuoteMetadata, symbol: string, exchange?: string): boolean {
   const target = parsePublicTickerKey(symbol);
   const actual = parsePublicTickerKey(metadata.symbol);
-  const requestedExchange = metadataExchange(target.exchange || exchange);
-  const symbolExchange = metadataExchange(actual.exchange);
-  const actualExchange = metadataExchange(metadata.listingExchangeName) || symbolExchange;
+  const requestedExchange = canonicalExchange(target.exchange || exchange);
+  const symbolExchange = canonicalExchange(actual.exchange);
+  const actualExchange = canonicalExchange(metadata.listingExchangeName) || symbolExchange;
   if (symbolExchange && actualExchange && symbolExchange !== actualExchange) return false;
   if (requestedExchange && actualExchange !== requestedExchange) return false;
   if (target.symbol === actual.symbol) return true;
+  // Gloom Cloud answers a currency pair in one spelling however it was asked
+  // for: EUR/USD and EURUSD:CCY come back as EURUSD=X on its currency venue.
+  const pair = actualExchange === "CCY" ? currencyPairCode(actual.symbol, actualExchange) : null;
+  if (pair && pair === currencyPairCode(target.symbol, requestedExchange)) return true;
   const listing = requestedExchange || actualExchange;
   if (!listing) return false;
   const candidates = getListingSymbolsToTry(target.symbol, listing, { exactExchange: true });

package/src/market-data/quotes/resolution.ts

@@ -523,6 +523,8 @@ export function resolveCanonicalQuote(
     postMarketPrice: resolved.postMarketPrice as Quote["postMarketPrice"],
     postMarketChange: resolved.postMarketChange as Quote["postMarketChange"],
     postMarketChangePercent: resolved.postMarketChangePercent as Quote["postMarketChangePercent"],
+    // Said of the price, so it comes with it.
+    extendedSessionPrint: priceProvider?.extendedSessionPrint,
     bid: resolved.bid as Quote["bid"],
     ask: resolved.ask as Quote["ask"],
     bidSize: resolved.bidSize as Quote["bidSize"],

package/src/market-data/quotes/screener-live-quotes.ts

@@ -5,7 +5,8 @@ import { buildQuoteKey, resolveEntryData } from "../selectors";
 import type { QueryEntry } from "../result-types";
 import { resolveCurrencyUnit } from "../../utils/currency-units";
 import { isFiniteNumber } from "../../utils/guards";
-import { getCompletedRegularSessionDisplay, getSessionMoveDisplay, type ExtendedSession } from "../market/status";
+import { getCompletedRegularSessionDisplay, getTradedSessionMoveDisplay, type ExtendedSession } from "../market/status";
+import { quoteTradingDay } from "./day-range";
 
 const STREAM_FRESHNESS_MS = 2 * 60_000;
 const STREAM_CONNECTING_GRACE_MS = 15_000;
@@ -30,8 +31,9 @@ export interface ScreenerQuoteRow {
 export interface ScreenerQuoteOverlayOptions {
   /**
    * While a pre-market or after-hours session is open, show its price and its
-   * move from the regular close, marked with `extendedSession`; otherwise the
-   * regular session's, which stops at the close. Without it a row shows the
+   * move from the regular close, marked with `extendedSession`; otherwise, or
+   * while the quote says nothing has traded in that session yet, the regular
+   * session's, which stops at the close. Without it a row shows the
    * live price against the previous close. A row that is a completed regular
    * session's close and move (`regularChangePercent`) keeps them outside the
    * regular session when its quote has neither an open extended print nor
@@ -39,6 +41,21 @@ export interface ScreenerQuoteOverlayOptions {
    * two different days.
    */
   extendedSessions?: boolean;
+  /**
+   * Only the regular session, never an extended print, whatever
+   * `extendedSessions` says: the live quote while the session trades, then
+   * the completed session's close and its move, given as
+   * `regularChangePercent`. A quote that cannot say which close that is
+   * leaves its row as it was.
+   */
+  regularSession?: boolean;
+  /**
+   * With `regularSession`, the completed regular session the rows already
+   * are (a New York date) when they were taken outside the session. A quote
+   * replaces such a row only with that session's close or a later one, and a
+   * live quote only once a later session trades.
+   */
+  completedSessionDate?: string | null;
 }
 
 export interface ScreenerQuoteFreshness {
@@ -83,14 +100,18 @@ function overlayCurrency(row: ScreenerQuoteRow, quote: Quote): string {
  * entries map, but most rows' quotes did not move; returning the same row
  * object for those lets memoized table rows skip the render.
  */
-const overlayCache = new WeakMap<object, { quote: Quote; extended: boolean; row: ScreenerQuoteRow }>();
+const overlayCache = new WeakMap<object, { quote: Quote; basis: string; row: ScreenerQuoteRow }>();
 
 export function overlayScreenerQuoteEntries<T extends ScreenerQuoteRow>(
   rows: readonly T[],
   entries: ReadonlyMap<string, QueryEntry<Quote>>,
   options: ScreenerQuoteOverlayOptions = {},
 ): T[] {
-  const extended = options.extendedSessions === true;
+  const regular = options.regularSession === true;
+  const completedSessionDate = regular ? options.completedSessionDate ?? null : null;
+  const extended = !regular && options.extendedSessions === true;
+  // The cached row is reused only for the same quote under the same options.
+  const basis = regular ? `regular:${completedSessionDate ?? ""}` : extended ? "extended" : "plain";
   return rows.map((row) => {
     const quote = resolveEntryData(entries.get(quoteKey(row)));
     if (!quote || !isFiniteNumber(quote.price)) return row;
@@ -102,9 +123,11 @@ export function overlayScreenerQuoteEntries<T extends ScreenerQuoteRow>(
       return row;
     }
     const cached = overlayCache.get(row);
-    if (cached?.quote === quote && cached.extended === extended) return cached.row as T;
-    const overlaid = extended ? overlaySessionQuote(row, quote) : overlayQuote(row, quote);
-    overlayCache.set(row, { quote, extended, row: overlaid });
+    if (cached?.quote === quote && cached.basis === basis) return cached.row as T;
+    const overlaid = regular
+      ? overlayRegularSessionQuote(row, quote, completedSessionDate)
+      : extended ? overlaySessionQuote(row, quote) : overlayQuote(row, quote);
+    overlayCache.set(row, { quote, basis, row: overlaid });
     return overlaid;
   });
 }
@@ -129,7 +152,7 @@ function overlayQuote<T extends ScreenerQuoteRow>(row: T, quote: Quote): T {
 
 function overlaySessionQuote<T extends ScreenerQuoteRow>(row: T, quote: Quote): T {
   const overlaid = overlayQuote(row, quote);
-  const display = getSessionMoveDisplay(quote);
+  const display = getTradedSessionMoveDisplay(quote);
   if (!display || !isFiniteNumber(display.price)) return overlaid;
   if (
     !display.session
@@ -149,6 +172,35 @@ function overlaySessionQuote<T extends ScreenerQuoteRow>(row: T, quote: Quote):
   };
 }
 
+function overlayRegularSessionQuote<T extends ScreenerQuoteRow>(row: T, quote: Quote, completedSessionDate: string | null): T {
+  const state = quote.marketState;
+  if (state == null || state === "REGULAR") {
+    // On a board of a completed session, only a session that trades after it is news.
+    if (completedSessionDate) {
+      const day = state === "REGULAR" ? quoteTradingDay(quote) : null;
+      if (day == null || day <= completedSessionDate) return row;
+    }
+    return overlayQuote(row, quote);
+  }
+  const display = getCompletedRegularSessionDisplay(quote);
+  const closeDate = quote.regularCloseSessionDate;
+  if (
+    !display
+    || !(isFiniteNumber(display.price) && display.price > 0)
+    || !isFiniteNumber(display.changePercent)
+    || (completedSessionDate != null && closeDate != null && closeDate < completedSessionDate)
+  ) {
+    return row;
+  }
+  return {
+    ...overlayQuote(row, quote),
+    price: display.price,
+    change: isFiniteNumber(display.change) ? display.change : null,
+    changePercent: display.changePercent,
+    regularChangePercent: display.changePercent,
+  };
+}
+
 function freshQuote(
   entry: QueryEntry<Quote> | undefined,
   freshness: ScreenerQuoteFreshness,

package/src/market-data/result-types.ts

@@ -32,6 +32,8 @@ export interface QueryEntry<T> {
   /** Accepted source response order in this runtime, preserved through cache projections. */
   responseSequence?: number;
   asOf?: number;
+  /** Exchange rates: how far the snapshot runs behind the market, in minutes; 0 for a real-time one. */
+  delayMinutes?: number;
   staleAt: number | null;
   error: { reasonCode: string; message: string } | null;
   attempts: ProviderAttempt[];

package/src/plugins/builtin/account-management/keyboard.ts

@@ -22,6 +22,7 @@ export function useAccountManagementKeyboard({
   draftRef,
   fieldOrder,
   focused,
+  openAssistants,
   openPasswordDialog,
   openPortfolioDialog,
   openUpgrade,
@@ -38,6 +39,7 @@ export function useAccountManagementKeyboard({
   /** The active tab's ring, in reading order. */
   fieldOrder: readonly AccountFieldKey[];
   focused: boolean;
+  openAssistants: () => void;
   openPasswordDialog: () => void;
   openPortfolioDialog: () => Promise<void>;
   openUpgrade: () => void;
@@ -52,6 +54,7 @@ export function useAccountManagementKeyboard({
     sharedPortfolioId: () => { void openPortfolioDialog(); },
     passwordAction: openPasswordDialog,
     upgradeAction: openUpgrade,
+    assistantsAction: openAssistants,
     deleteAccountAction: () => { void deleteAccount(); },
     emailAlertsOffAction: () => { void turnOffEmailAlerts(); },
   };

package/src/plugins/builtin/account-management/model.ts

@@ -1,5 +1,5 @@
 import type { ChoiceDialogChoice } from "../../../components";
-import type { AccountProfile, CloudPricing, PublicPortfolioAnalytics } from "../../../api-client";
+import type { AccountProfile, PublicPortfolioAnalytics } from "../../../api-client";
 import type { Portfolio, TickerRecord } from "../../../types/ticker";
 import { formatNumber } from "../../../utils/format";
 import { t, tf } from "../../../i18n";
@@ -21,6 +21,7 @@ export type AccountFieldKey =
   | "chatEmailNotificationsEnabled"
   | "emailAlertsOffAction"
   | "upgradeAction"
+  | "assistantsAction"
   | "passwordAction"
   | "deleteAccountAction";
 
@@ -85,61 +86,6 @@ export function formatPlan(plan: AccountProfile["plan"] | null | undefined): str
   return plan === "pro" ? t("Pro") : t("Free");
 }
 
-const DEFAULT_TRIAL_DAYS = 7;
-
-function formatUsdCents(cents: number): string {
-  const dollars = cents / 100;
-  return Number.isInteger(dollars) ? `$${dollars}` : `$${dollars.toFixed(2)}`;
-}
-
-export type CloudBillingInterval = "month" | "year";
-
-/**
- * Pro price for one billing interval, suffixed with the period. Falls back to
- * the current price when `/pricing` is unreachable so the table never renders
- * a blank cell.
- */
-export function formatCloudPrice(
-  pricing: CloudPricing | null | undefined,
-  interval: CloudBillingInterval = "month",
-): string {
-  const yearly = interval === "year";
-  if (!pricing) return yearly ? t("$630/yr") : t("$70/mo");
-  const amount = formatUsdCents((yearly ? pricing.yearly : pricing.monthly).amount);
-  return yearly ? tf("{amount}/yr", { amount }) : tf("{amount}/mo", { amount });
-}
-
-export function formatCloudMonthlyPrice(pricing: CloudPricing | null | undefined): string {
-  return formatCloudPrice(pricing, "month");
-}
-
-/** Whole months of the monthly price the yearly price leaves unpaid, e.g. 3. */
-export function monthsFreeYearly(pricing: CloudPricing | null | undefined): number {
-  if (!pricing || pricing.monthly.amount <= 0) return 0;
-  const saved = (pricing.monthly.amount * 12 - pricing.yearly.amount) / pricing.monthly.amount;
-  return saved > 0 ? Math.round(saved) : 0;
-}
-
-/** Short calendar date for the trial countdown, e.g. "Aug 11". */
-export function formatTrialEnd(endsAt: Date | null | undefined): string | null {
-  if (!endsAt || Number.isNaN(endsAt.getTime())) return null;
-  return endsAt.toLocaleDateString("en-US", { month: "short", day: "numeric" });
-}
-
-/**
- * Pro-column note for the plan comparison, e.g. "7-day free trial". The trial
- * is part of the Pro subscription (card required, cancel before it converts),
- * so it is never advertised as something the free plan includes.
- */
-export function formatTrialOffer(pricing: CloudPricing | null | undefined): string {
-  return tf("{days}-day free trial", { days: trialDaysOf(pricing) });
-}
-
-/** The trial length `/pricing` gives, or today's length when it is unreachable. */
-export function trialDaysOf(pricing: CloudPricing | null | undefined): number {
-  return pricing?.trialDays ?? DEFAULT_TRIAL_DAYS;
-}
-
 export function countPortfolioHoldings(tickers: ReadonlyMap<string, TickerRecord>): Record<string, number> {
   const counts: Record<string, number> = {};
   for (const record of tickers.values()) {

package/src/plugins/builtin/account-management/navigation.ts

@@ -1,6 +1,6 @@
 import { createPaneRequestChannel } from "../shared/pane-request";
 
-export type AccountManagementTab = "profile" | "emails" | "calendar" | "pro" | "teams" | "advanced";
+export type AccountManagementTab = "profile" | "emails" | "calendar" | "pro" | "teams" | "agents" | "advanced";
 
 const tabRequests = createPaneRequestChannel<AccountManagementTab>();
 

package/src/plugins/builtin/account-management/pane.tsx

@@ -12,6 +12,8 @@ import {
   type StatItem,
 } from "../../../components";
 import { useAppSelector, usePaneAppConfig } from "../../../state/app/context";
+import { useViewport } from "../../../react/input";
+import { displayWidth } from "../../../utils/format";
 import { useChartQueries, useFxRatesMap } from "../../../market-data/hooks";
 import { buildPortfolioFinancialsMap } from "../../../market-data/portfolio-financials";
 import { useLiveTickerFinancialsMap, useSampledValue } from "../../../state/hooks/live-ticker-financials";
@@ -32,8 +34,10 @@ import { FRAMED_TEXTAREA_DESKTOP_STYLE } from "../../../components/ui/fields";
 import { apiClient, type AccountProfile, type CloudPricing } from "../../../api-client";
 import { chatController } from "../chat/controller";
 import { SignInWall } from "../cloud/auth-actions";
-import { loadUpgradeOffer } from "../cloud/upgrade-dialog";
+import { loadUpgradeOffer } from "../../../account/upgrade-dialog";
+import { openMcpConnectDialog } from "../cloud/mcp-connect/dialog";
 import { TeamsAccountTab } from "../cloud/team/acm-tab";
+import { AgentsAccountTab } from "../cloud/terminal-relay/acm-tab";
 import {
   CheckboxRow,
   FieldRow,
@@ -48,15 +52,17 @@ import {
   computeCumulativeReturn,
   countPortfolioHoldings,
   emptyToNull,
-  formatCloudMonthlyPrice,
   formatPlan,
-  formatTrialEnd,
-  formatTrialOffer,
   portfolioOptionIds,
   profileToDraft,
   type AccountDraft,
   type AccountFieldKey,
 } from "./model";
+import {
+  formatCloudMonthlyPrice,
+  formatTrialEnd,
+  formatTrialOffer,
+} from "../../../account/billing";
 import { PasswordChangeDialog } from "./password-dialog";
 import { CalendarAccountTab } from "./calendar-tab";
 import { useAccountManagementFooter } from "./footer";
@@ -87,6 +93,7 @@ const ACCOUNT_TAB_DEFS: Array<{ label: string; value: AccountManagementTab }> =
   { label: "Calendar", value: "calendar" },
   { label: "Pro", value: "pro" },
   { label: "Teams", value: "teams" },
+  { label: "Agents", value: "agents" },
   { label: "Advanced", value: "advanced" },
 ];
 
@@ -114,7 +121,9 @@ const ACCOUNT_TAB_FIELD_ORDER: Record<AccountManagementTab, AccountFieldKey[]> =
   pro: ["upgradeAction"],
   // The Teams tab owns its own keyboard handling (a list, not form fields).
   teams: [],
-  advanced: ["passwordAction", "deleteAccountAction"],
+  // Remote assistants allowed to drive this terminal; a list with its own footer.
+  agents: [],
+  advanced: ["assistantsAction", "passwordAction", "deleteAccountAction"],
 };
 
 const PROFILE_PREVIEW_SAMPLE_MS = 10_000;
@@ -562,6 +571,12 @@ export function AccountManagementPane({ focused, width, height }: PaneProps) {
     }).catch(() => {});
   }, [busy, dialog]);
 
+  const viewport = useViewport();
+  const openAssistants = useCallback(() => {
+    setActiveField("assistantsAction");
+    void openMcpConnectDialog(dialog, { viewportWidth: viewport.width });
+  }, [dialog, viewport.width]);
+
   const openPortfolioPicker = useCallback(async () => {
     setActiveField("sharedPortfolioId");
     portfolioSelectRef.current?.open();
@@ -705,8 +720,8 @@ export function AccountManagementPane({ focused, width, height }: PaneProps) {
 
   useAccountManagementFooter({
     busy,
-    // The Calendar tab saves nothing and shows its own status.
-    enabled: activeTab !== "calendar",
+    // The Calendar and Agents tabs save nothing and show their own status.
+    enabled: activeTab !== "calendar" && activeTab !== "agents",
     hasSession,
     message,
     saveProfile,
@@ -719,7 +734,8 @@ export function AccountManagementPane({ focused, width, height }: PaneProps) {
     draftRef,
     fieldOrder,
     // Behind the sign-in wall the fields are not there, and Enter is the wall's.
-    focused: focused && activeTab !== "teams" && activeTab !== "calendar" && (hasSession || apiClient.isSignedIn()),
+    focused: focused && activeTab !== "teams" && activeTab !== "calendar" && activeTab !== "agents" && (hasSession || apiClient.isSignedIn()),
+    openAssistants,
     openPasswordDialog,
     openPortfolioDialog: openPortfolioPicker,
     openUpgrade,
@@ -927,8 +943,21 @@ export function AccountManagementPane({ focused, width, height }: PaneProps) {
           {activeTab === "teams" ? (
             <TeamsAccountTab focused={focused} width={contentWidth} />
           ) : null}
+          {activeTab === "agents" ? (
+            <AgentsAccountTab focused={focused} width={contentWidth} />
+          ) : null}
           {activeTab === "advanced" ? (
             <>
+              <Box ref={fieldNodeRef("assistantsAction")} flexDirection="row" gap={1} alignItems="center">
+                {/* The only label on the tab, so it takes the room it needs, with the terminal's "> " marker. */}
+                <FieldLabel label={t("Assistants (MCP)")} active={activeField === "assistantsAction"} width={displayWidth(t("Assistants (MCP)")) + 3} />
+                <Button
+                  label={t("Connect an AI Assistant")}
+                  active={activeField === "assistantsAction"}
+                  onPress={openAssistants}
+                  disabled={!!busy}
+                />
+              </Box>
               <Box flexDirection="row" gap={1}>
                 <Button
                   label={t("Change Password")}

package/src/plugins/builtin/account-management/password-dialog.tsx

@@ -7,7 +7,7 @@ import { colors } from "../../../theme/colors";
 import { isPlainKey } from "../../../utils/keyboard";
 import { truncateWithEllipsis } from "../../../utils/text-wrap";
 import { t } from "../../../i18n";
-import { MIN_ACCOUNT_PASSWORD_LENGTH } from "../cloud/auth-model";
+import { MIN_ACCOUNT_PASSWORD_LENGTH } from "../../../account/auth-model";
 
 type PasswordDialogField = "current" | "new" | "confirm";