gloomberb 0.16.3 → 0.16.5

package/src/plugins/builtin/credit-conditions/index.tsx

@@ -20,6 +20,7 @@ import type { PaneProps } from "../../../types/plugin";
 import { formatPercentileRank } from "../../../utils/format";
 import { usePluginPaneState } from "../../runtime";
 import type { PluginModule } from "../plugin-module";
+import { CREDIT_SPREAD_SERIES } from "./series";
 import { useAutoRefresh } from "../../../react/auto-refresh";
 import { getCachedCreditConditions, loadCreditConditions } from "./client";
 import { creditConditionsHeadless } from "./headless";
@@ -137,6 +138,7 @@ export function CreditConditionsPane({ paneId, focused, width, height }: PanePro
 }
 
 export const creditConditionsModule: PluginModule = {
+  series: CREDIT_SPREAD_SERIES,
   panes: [{
     id: "credit-conditions",
     name: "Credit Spreads",

package/src/plugins/builtin/credit-conditions/series.ts

@@ -0,0 +1,26 @@
+import { fredSeriesUrl } from "../../../sources/gloomberb-cloud/fred-series";
+import type { SeriesDefinition } from "../../../series/types";
+
+/** Corporate bond option-adjusted spreads by rating, and the effective yields of both indexes. */
+const ROWS: ReadonlyArray<readonly [seriesId: string, name: string, tags: readonly string[]]> = [
+  ["BAMLC0A0CM", "US investment grade corporate OAS", ["spread", "IG", "investment grade"]],
+  ["BAMLC0A1CAAA", "AAA corporate OAS", ["spread", "AAA", "investment grade"]],
+  ["BAMLC0A2CAA", "AA corporate OAS", ["spread", "AA", "investment grade"]],
+  ["BAMLC0A3CA", "A corporate OAS", ["spread", "single A", "investment grade"]],
+  ["BAMLC0A4CBBB", "BBB corporate OAS", ["spread", "BBB", "investment grade"]],
+  ["BAMLH0A0HYM2", "US high yield OAS", ["spread", "HY", "high yield", "junk"]],
+  ["BAMLC0A0CMEY", "US investment grade corporate effective yield", ["yield", "IG", "investment grade"]],
+  ["BAMLH0A0HYM2EY", "US high yield effective yield", ["yield", "HY", "high yield", "junk"]],
+];
+
+export const CREDIT_SPREAD_SERIES: readonly SeriesDefinition[] = ROWS.map(([seriesId, name, tags]) => ({
+  id: `fred:${seriesId}`,
+  name,
+  unit: "%",
+  frequency: "daily",
+  group: "Credit",
+  tags: [...tags, "corporate bonds"],
+  publisher: "FRED",
+  url: fredSeriesUrl(seriesId),
+  expression: `FRED:${seriesId}`,
+}));

package/src/plugins/builtin/credit-documents/headless.ts

@@ -1,5 +1,6 @@
 import type { HeadlessPaneDefinition } from "../../../types/plugin";
-import { fetchCreditDocuments, fetchCreditInstrument, fetchCreditScreen } from "./client";
+import type { CreditDocumentsPayload } from "../../../api-client/credit-documents";
+import { creditIssuerSymbol, fetchCreditDocuments, fetchCreditInstrument, fetchCreditScreen } from "./client";
 import { CREDIT_TABS } from "./model";
 import { SEC_FILINGS } from "../shared/report-freshness";
 
@@ -28,6 +29,12 @@ export const creditHeadless: HeadlessPaneDefinition<"bundle"> = {
     }
     const data = await fetchCreditDocuments(args.symbols[0]!, ctx.apiClient);
     const instrument = args.options.instrument ? await fetchCreditInstrument(data.symbol, String(args.options.instrument), ctx.apiClient) : null;
+    const reason = instrument ? null : creditEmptyReason(data, args.symbols[0]!);
+    // Nothing on file says why once, instead of four empty sections.
+    if (reason) {
+      return { complete: false, errors: data.warnings, sections: [],
+        metadata: { symbol: data.symbol, issuer: data.issuer, asOf: data.asOf, access: data.access, lockedRows: data.lockedRows, status: data.status, reason, notices: [reason] } };
+    }
     return { complete: data.status === "available" && data.lockedRows === 0, errors: [...data.warnings, ...(data.lockedRows ? ["Full credit documents and history require Gloom Pro"] : [])],
       sections: instrument ? [{ title: instrument.name, rows: [{ ...instrument }] }, { title: "Current terms", rows: instrument.facts.map((row) => ({ ...row })) }, { title: "Amendment history", rows: (instrument.history ?? []).map((row) => ({ ...row })) }]
         : [{ title: "Capital structure", rows: data.instruments.map((row) => ({ ...row })) }, { title: "Covenants", rows: data.covenants.map((row) => ({ ...row })) }, { title: "Maturity wall", rows: data.maturities.map((row) => ({ ...row })) }, { title: "Change of control", rows: data.changeOfControl.map((row) => ({ ...row })) }],
@@ -35,6 +42,29 @@ export const creditHeadless: HeadlessPaneDefinition<"bundle"> = {
   },
 };
 
+/** An issuer whose documents the catalog and the docs use as the example. */
+const CREDIT_EXAMPLE_SYMBOL = "FICO";
+
+/**
+ * Why an issuer's report has no rows at all, from the payload: no issuer on
+ * file for the symbol, or an issuer with no debt instrument read from its
+ * filings yet; with the command for an issuer that has documents. Null when
+ * any section has a row.
+ */
+export function creditEmptyReason(
+  data: Pick<CreditDocumentsPayload, "symbol" | "issuer" | "instruments" | "covenants" | "maturities" | "changeOfControl" | "lockedRows">,
+  requested: string,
+): string | null {
+  const rows = data.instruments.length + data.covenants.length + data.maturities.length + data.changeOfControl.length;
+  if (rows > 0 || data.lockedRows > 0) return null;
+  const symbol = requested.trim().toUpperCase();
+  const why = data.issuer
+    ? `No credit documents on file for ${data.issuer.name} (${symbol}): no debt instrument has been read from its filings yet.`
+    : `No credit documents on file for ${symbol}: it is not an issuer the credit-document set covers.`;
+  const example = creditIssuerSymbol(symbol) === CREDIT_EXAMPLE_SYMBOL ? "" : ` Try \`gloomberb fn CRDOC ${CREDIT_EXAMPLE_SYMBOL}\` for an issuer with documents.`;
+  return `${why}${example}`;
+}
+
 export const covenantsHeadless: HeadlessPaneDefinition<"bundle"> = {
   ...creditHeadless,
   discovery: { ...creditHeadless.discovery, aliases: ["COVN"] },

package/src/plugins/builtin/credit-documents/pane.tsx

@@ -12,6 +12,7 @@ import type { PaneProps } from "../../../types/plugin";
 import { Box, Text, useUiCapabilities } from "../../../ui";
 import { SignInWall } from "../cloud/auth-actions";
 import { CLOUD_PLAN_KEY, useCloudUpgradeAction } from "../shared/cloud-upgrade";
+import { useOpenDescription } from "../shared/open-description";
 import { Blurred, LockedOverlay, UpgradeLabel } from "../shared/locked-rows";
 import { isCloudSessionRequired, useResearchCloudSession } from "../shared/research-cloud-session";
 import { cachedCredit, creditIssuerSymbol, CREDIT_UNAVAILABLE, fetchCreditScreen, loadCredit, validateCreditDocuments } from "./client";
@@ -34,6 +35,7 @@ export function CreditDocumentsPane(props: PaneProps) {
 function CreditView({ symbol, width, height, focused, accessKey, needsVerification }: PaneProps & { symbol: string | null; accessKey: string; needsVerification: boolean }) {
   const colors = useThemeColors(), desktop = !!useUiCapabilities().nativePaneChrome;
   const { createPaneFromTemplate } = usePluginAppActions();
+  const openDescription = useOpenDescription();
   const openUpgrade = useCloudUpgradeAction("crdoc");
   const [openingTab] = usePaneSettingValue("tab", "capital");
   const [savedTab, setTab] = usePluginPaneState<string>("credit:tab", openingTab);
@@ -103,7 +105,7 @@ function CreditView({ symbol, width, height, focused, accessKey, needsVerificati
   const target = activeSymbol ?? symbol ?? "";
   const allHints: PaneHint[] = [
     ...(symbol ? [
-      { id: "credit:des", key: "d", label: "es", title: "Description (DES)", onPress: () => createPaneFromTemplate("new-ticker-detail-pane", { symbol: target }) },
+      { id: "credit:des", key: "d", label: "es", title: "Description (DES)", onPress: () => openDescription(target) },
       { id: "credit:fa", key: "f", label: "a", title: "Financial analysis (FA)", onPress: () => createPaneFromTemplate("financial-analysis-pane", { symbol: target }) },
       { id: "credit:graph", key: "g", label: "raph", title: "Price chart (G)", onPress: () => createPaneFromTemplate("chart-composer-pane", { arg: target }) },
       { id: "credit:ddis", key: "m", label: "aturities", title: "DDIS maturity schedule", onPress: () => createPaneFromTemplate("debt-maturities-pane", { symbol: target }) },

package/src/plugins/builtin/crypto-board/headless.ts

@@ -2,7 +2,7 @@ import type { CryptoAssetKind } from "../../../api-client/crypto-markets";
 import type { HeadlessPaneDefinition } from "../../../types/plugin";
 import { formatCompact } from "../../../utils/format";
 import { fetchCryptoMarkets } from "./client";
-import { buildCryptoRows, formatCryptoPercent } from "./model";
+import { buildCryptoRows, CRYPTO_BOARD_FRESHNESS, formatCryptoPercent } from "./model";
 
 const NO_QUOTES = new Map();
 const number = (value: unknown) => (typeof value === "number" ? value : null);
@@ -41,8 +41,7 @@ export const cryptoBoardHeadless: HeadlessPaneDefinition<"rows"> = {
     dataRequirements: ["Gloom Cloud crypto markets"],
   },
   // A board snapshot refreshed every few minutes; the pane streams, the report does not.
-  // Crypto trades around the clock, so a snapshot an hour old has stopped refreshing.
-  freshness: { status: "delayed", maxAgeMinutes: 60 },
+  freshness: { status: "delayed", ...CRYPTO_BOARD_FRESHNESS },
   async load(args, ctx) {
     const kind = args.options.list === "stablecoin" ? "stablecoin" : "coin" satisfies CryptoAssetKind;
     const data = await fetchCryptoMarkets(ctx.apiClient);

package/src/plugins/builtin/crypto-board/index.tsx

@@ -3,8 +3,10 @@ import { LIVE_STREAMING_QUICK_SETTING, withLiveStreamingSetting } from "../../..
 import { cryptoMarketsCache } from "./client";
 import { cryptoBoardHeadless } from "./headless";
 import { CryptoBoardPane } from "./pane";
+import { CRYPTO_SERIES } from "./series";
 
 export const cryptoBoardModule: PluginModule = {
+  series: CRYPTO_SERIES,
   panes: [
     {
       id: "crypto-board",

package/src/plugins/builtin/crypto-board/model.ts

@@ -4,11 +4,18 @@ import { getTableWidth } from "../../../components/ui/table-layout";
 import { buildQuoteKey, resolveEntryData } from "../../../market-data/selectors";
 import type { QueryEntry } from "../../../market-data/result-types";
 import type { PricePoint, Quote } from "../../../types/financials";
+import type { HeadlessPaneFreshness } from "../../../types/headless";
 import { compareSortValues, nextHeaderSort, type SortDirection } from "../../../utils/sort-values";
 import { isFiniteNumber } from "../../../utils/guards";
 
 const DAY_MS = 86_400_000;
 
+/**
+ * How the board's report, capture and footer date its prices: crypto trades around the clock, so a price an hour old
+ * has stopped refreshing, and coins are quoted apart, so the line says how old the oldest is.
+ */
+export const CRYPTO_BOARD_FRESHNESS: HeadlessPaneFreshness = { maxAgeMinutes: 60, oldestAge: true };
+
 export const CRYPTO_TABS: Array<{ value: CryptoAssetKind; label: string }> = [
   { value: "coin", label: "Coins" },
   { value: "stablecoin", label: "Stablecoins" },
@@ -148,6 +155,11 @@ export function buildCryptoRows(
     });
 }
 
+/** What a capture and the footer read of each row: when its price is from, and whether it is streaming live. */
+export function cryptoRowObservations(rows: readonly CryptoRow[]): Array<{ quoteTime: string; dataSource: "live" | "delayed" }> {
+  return rows.flatMap((row) => row.updatedAt == null ? [] : [{ quoteTime: new Date(row.updatedAt).toISOString(), dataSource: row.live ? "live" as const : "delayed" as const }]);
+}
+
 /**
  * Four significant digits and never fewer than two decimals, with trailing
  * zeros kept, so a column running from 84,399.24 to 0.000005660 reads evenly.

package/src/plugins/builtin/crypto-board/pane.tsx

@@ -14,6 +14,9 @@ import { handleRefreshKey } from "../../../components/data-table/table-pane";
 import type { CryptoAssetKind, CryptoMarketAsset } from "../../../api-client/crypto-markets";
 import { isAccessDenied } from "../../../api-client/errors";
 import { useAsyncResource } from "../../../react/async-resource";
+import { useAgeClock } from "../../../react/auto-refresh";
+import { useRemoteUiNode } from "../../../remote/semantic-tree";
+import { deriveHeadlessFreshness, paneStatusLine } from "../../../cli/pane-functions/freshness";
 import { usePaneVisible } from "../../../state/app/activity";
 import { useLiveQuoteEntries } from "../../../state/hooks/quote-streaming";
 import { colors, priceColor } from "../../../theme/colors";
@@ -32,7 +35,9 @@ import { cachedCryptoMarkets, loadCryptoMarkets } from "./client";
 import {
   buildCryptoColumns,
   buildCryptoRows,
+  CRYPTO_BOARD_FRESHNESS,
   CRYPTO_TABS,
+  cryptoRowObservations,
   DEFAULT_CRYPTO_SORT,
   formatCryptoPercent,
   nextCryptoSort,
@@ -151,10 +156,18 @@ export function CryptoBoardPane({ width, height, focused }: PaneProps) {
     if (!selectedId || !rows.some((row) => row.id === selectedId)) setSelectedId(rows[0]!.id);
   }, [rows, selectedId, setSelectedId]);
 
-  const latestUpdate = rows.reduce<number | null>(
-    (latest, row) => (row.updatedAt != null && (latest == null || row.updatedAt > latest) ? row.updatedAt : latest),
-    null,
-  );
+  // Dated by the rows on screen while they stream, as `fn CRYP` and `shot CRYP` date the board.
+  const observations = useMemo(() => cryptoRowObservations(liveStreaming && streamedIds.size > 0
+    ? rows.filter((row) => streamedIds.has(row.id)) : rows), [liveStreaming, rows, streamedIds]);
+  const now = useAgeClock(resource.updatedAt);
+  useRemoteUiNode(observations.length ? {
+    role: "report-freshness",
+    label: "Price freshness",
+    getMetadata: () => ({ ...CRYPTO_BOARD_FRESHNESS, observations }),
+  } : null);
+  const statusLine = useMemo(() => observations.length
+    ? paneStatusLine(deriveHeadlessFreshness({ shape: "rows" }, { rows: observations, freshness: CRYPTO_BOARD_FRESHNESS }, now))
+    : null, [now, observations]);
   const columns = useMemo(() => buildCryptoColumns(width), [width]);
 
   const tabItems = CRYPTO_TABS.map((tab) => ({
@@ -178,16 +191,10 @@ export function CryptoBoardPane({ width, height, focused }: PaneProps) {
       // Background refreshes run every 15s; only the first load is worth a label.
       ...(resource.loading && !data ? [{ id: "loading", parts: [{ text: "loading", tone: "muted" as const }] }] : []),
       ...(data && resource.error ? [{ id: "refresh", parts: [{ text: "refresh failed", tone: "warning" as const }] }] : []),
-      ...(latestUpdate != null ? [{
-        id: "updated",
-        parts: [{
-          text: new Date(latestUpdate).toLocaleTimeString([], { hour: "2-digit", minute: "2-digit", second: "2-digit" }),
-          tone: "muted" as const,
-        }],
-      }] : []),
+      ...(statusLine ? [{ id: "updated", asOf: true, parts: [{ text: statusLine, tone: "muted" as const }] }] : []),
       ...(resource.data?.stale ? [{ id: "cached", parts: [{ text: "cached", tone: "warning" as const }] }] : []),
     ],
-  }), [data, latestUpdate, resource.data?.stale, resource.error, resource.loading]);
+  }), [data, statusLine, resource.data?.stale, resource.error, resource.loading]);
 
   const handleKeyDown = useCallback((event: DataTableKeyEvent) => (
     handleRefreshKey(event, () => void resource.reload(), { stopPropagation: true })

package/src/plugins/builtin/crypto-board/series.ts

@@ -0,0 +1,48 @@
+import type { SeriesDefinition } from "../../../series/types";
+
+const PAIRS: ReadonlyArray<{ symbol: string; name: string }> = [
+  { symbol: "BTC-USD", name: "Bitcoin" },
+  { symbol: "ETH-USD", name: "Ethereum" },
+  { symbol: "SOL-USD", name: "Solana" },
+  { symbol: "XRP-USD", name: "XRP" },
+  { symbol: "BNB-USD", name: "BNB" },
+  { symbol: "DOGE-USD", name: "Dogecoin" },
+  { symbol: "ADA-USD", name: "Cardano" },
+  { symbol: "AVAX-USD", name: "Avalanche" },
+  { symbol: "LINK-USD", name: "Chainlink" },
+  { symbol: "DOT-USD", name: "Polkadot" },
+  { symbol: "LTC-USD", name: "Litecoin" },
+  { symbol: "UNI-USD", name: "Uniswap" },
+  { symbol: "ATOM-USD", name: "Cosmos" },
+  { symbol: "NEAR-USD", name: "NEAR" },
+  { symbol: "APT-USD", name: "Aptos" },
+  { symbol: "SUI-USD", name: "Sui" },
+  { symbol: "TON-USD", name: "Toncoin" },
+  { symbol: "SHIB-USD", name: "Shiba Inu" },
+];
+
+/**
+ * The large pairs by name, and the price of any pair: the board's sparklines
+ * and the price a pair on the user's lists charts.
+ */
+export const CRYPTO_SERIES: readonly SeriesDefinition[] = [
+  ...PAIRS.map((pair): SeriesDefinition => ({
+    id: `crypto:${pair.symbol}`,
+    name: `${pair.name} (${pair.symbol})`,
+    unit: "USD",
+    frequency: "intraday",
+    group: "Crypto",
+    tags: [pair.symbol.split("-")[0]!, "crypto", "coin"],
+    expression: `${pair.symbol}:price`,
+  })),
+  {
+    id: "crypto:price",
+    name: "Price",
+    unit: "currency",
+    frequency: "intraday",
+    group: "Crypto",
+    tags: ["crypto", "pair"],
+    input: "crypto",
+    expression: "{ticker}:price",
+  },
+];

package/src/plugins/builtin/custom-view/live-quotes.ts

@@ -1,5 +1,5 @@
 import { resolveEntryValue } from "../../../market-data/coordinator";
-import { currencyMinorDigits } from "../../../market-data/market/format";
+import { currencyPriceMinDigits } from "../../../market-data/market/format";
 import type { QueryEntry } from "../../../market-data/result-types";
 import type { QuoteSubscriptionTarget } from "../../../types/data-provider";
 import type { Quote } from "../../../types/financials";
@@ -64,7 +64,7 @@ export function liveViewDecimalFloors(rows: readonly ViewRow[], fields: Readonly
 function rowsMinorDigits(rows: readonly ViewRow[]): number {
   const currencies = new Set(rows.map((row) => (typeof row.currency === "string" ? row.currency.trim() : "")));
   if (currencies.size === 0) return 2;
-  return Math.max(...[...currencies].map((currency) => Math.min(2, currencyMinorDigits(currency || undefined))));
+  return Math.max(...[...currencies].map((currency) => currencyPriceMinDigits(currency || undefined)));
 }
 
 export function viewRowSymbol(row: ViewRow, symbolKey: string | null): string | null {

package/src/plugins/builtin/debt-maturities/client.ts

@@ -4,7 +4,10 @@ import type {
   DebtMaturitiesPayload,
   DebtMetric,
 } from "../../../api-client/debt-maturities";
+import { ApiRequestError } from "../../../api-client/errors";
+import { listingAbroad, type IssuerListingParams } from "../../../api-client/paths";
 import { createPluginCache } from "../../../data/plugin-cache";
+import { secListingKey } from "../../../utils/sec";
 import {
   cachedCloudResource,
   loadCloudResource,
@@ -329,29 +332,54 @@ export function validateDebtMaturities(
   return data;
 }
 
+/** The symbol the server answers with: a listing abroad's bare symbol, otherwise the one sent. */
+const answeredSymbol = (symbol: string, listing?: IssuerListingParams) =>
+  listingAbroad(symbol, listing?.exchange)?.symbol ?? symbol;
+
+/**
+ * The schedule of the issuer behind a listing. A listing abroad asks for its
+ * bare symbol with its venue and company (cloudDebtMaturitiesPath), and the
+ * server answers for the bare symbol; a 404 for it is no schedule, like the
+ * server's own empty answer, not a failure.
+ */
 export async function fetchDebtMaturities(
   symbol: string,
   client: Pick<typeof apiClient, "getCloudDebtMaturities"> = apiClient,
+  listing?: IssuerListingParams,
 ) {
+  const abroad = listingAbroad(symbol, listing?.exchange) !== null;
+  const answered = answeredSymbol(symbol, listing);
   try {
     return validateDebtMaturities(
-      await client.getCloudDebtMaturities(symbol),
-      symbol,
+      await client.getCloudDebtMaturities(symbol, listing),
+      answered,
     );
   } catch (error) {
+    if (abroad && error instanceof ApiRequestError && error.status === 404) return noSchedule(answered);
     throw unavailableOnServer(error, "Debt maturities are not available yet.");
   }
 }
-export function cachedDebtMaturities(symbol: string) {
-  return cachedCloudResource(debtMaturitiesCache, symbol, (payload) =>
-    validateDebtMaturities(payload, symbol),
+
+function noSchedule(symbol: string): DebtMaturitiesPayload {
+  return {
+    version: 1, symbol, cik: null, entityName: null, taxonomy: null, status: "unavailable",
+    fetchedAt: new Date().toISOString(), asOf: null,
+    source: { name: "SEC EDGAR company facts", url: "https://www.sec.gov/edgar/search/", cadence: "" },
+    latest: null, history: [], warnings: [],
+  };
+}
+
+// SAN in Paris is not SAN in New York: a listing abroad is cached under its venue.
+export function cachedDebtMaturities(symbol: string, listing?: IssuerListingParams) {
+  return cachedCloudResource(debtMaturitiesCache, secListingKey(symbol, listing?.exchange), (payload) =>
+    validateDebtMaturities(payload, answeredSymbol(symbol, listing)),
   );
 }
-export function loadDebtMaturities(symbol: string, force = false) {
+export function loadDebtMaturities(symbol: string, listing?: IssuerListingParams, force = false) {
   return loadCloudResource(
     debtMaturitiesCache,
-    symbol,
-    () => fetchDebtMaturities(symbol),
-    { force, validate: (payload) => validateDebtMaturities(payload, symbol) },
+    secListingKey(symbol, listing?.exchange),
+    () => fetchDebtMaturities(symbol, apiClient, listing),
+    { force, validate: (payload) => validateDebtMaturities(payload, answeredSymbol(symbol, listing)) },
   );
 }

package/src/plugins/builtin/debt-maturities/headless.ts

@@ -2,6 +2,7 @@ import type { HeadlessPaneDefinition } from "../../../types/plugin";
 import { fetchDebtMaturities } from "./client";
 import { bucketShare, debtNotices } from "./model";
 import { SEC_FILINGS } from "../shared/report-freshness";
+import { resolveHeadlessIssuerListing } from "../shared/headless-market-data";
 
 export const debtMaturitiesHeadless: HeadlessPaneDefinition<"bundle"> = {
   shape: "bundle",
@@ -38,7 +39,8 @@ export const debtMaturitiesHeadless: HeadlessPaneDefinition<"bundle"> = {
   ],
   describe: (args) => `Debt maturities | ${args.symbols[0]}`,
   async load(args, ctx) {
-    const data = await fetchDebtMaturities(args.symbols[0]!, ctx.apiClient);
+    const symbol = args.symbols[0]!;
+    const data = await fetchDebtMaturities(symbol, ctx.apiClient, await resolveHeadlessIssuerListing(ctx, symbol));
     return {
       complete: data.status === "available",
       errors: debtNotices(data),

package/src/plugins/builtin/debt-maturities/index.tsx

@@ -3,8 +3,10 @@ import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
 import { debtMaturitiesCache } from "./client";
 import { debtMaturitiesHeadless } from "./headless";
 import { DebtMaturitiesPane } from "./pane";
+import { DEBT_MATURITY_SERIES } from "./series";
 
 export const debtMaturitiesModule: PluginModule = {
+  series: DEBT_MATURITY_SERIES,
   panes: [
     {
       id: "debt-maturities",

package/src/plugins/builtin/debt-maturities/pane.tsx

@@ -1,5 +1,5 @@
 import { useCallback, useMemo, type ReactNode } from "react";
-import { listingIdentity } from "../shared/ticker-request";
+import { listingIdentity, useIssuerListing } from "../shared/ticker-request";
 import { Box, ScrollBox, Text, useUiCapabilities } from "../../../ui";
 import {
   useAsyncResource,
@@ -275,13 +275,14 @@ function HistoryDetail({
 export function DebtMaturitiesPane({ width, height, focused }: PaneProps) {
   const { ticker } = usePaneTickerIdentity();
   const symbol = listingIdentity(ticker?.metadata.ticker)?.symbol ?? null;
+  const listing = useIssuerListing(ticker);
   const session = useResearchCloudSession();
   const loader = useCallback(
-    (force: boolean) => loadDebtMaturities(symbol!, force),
-    [symbol, session.requestKey],
+    (force: boolean) => loadDebtMaturities(symbol!, listing, force),
+    [symbol, listing, session.requestKey],
   );
   const resource = useAsyncResource(symbol ? loader : null, {
-    initialData: () => (symbol ? cachedDebtMaturities(symbol) : null),
+    initialData: () => (symbol ? cachedDebtMaturities(symbol, listing) : null),
     clearOnError: isAccessDenied,
   });
   const [initialTab] = usePaneSettingValue("tab", "maturities");

package/src/plugins/builtin/debt-maturities/series.ts

@@ -0,0 +1,45 @@
+import type { DebtHistoryPoint } from "../../../api-client/debt-maturities";
+import type { SeriesDefinition } from "../../../series/types";
+import { cachedSeriesWarning } from "../shared/series-warning";
+import { loadDebtMaturities } from "./client";
+
+type HistoryField = "totalPrincipal" | "next12MonthsShare" | "next3YearsShare";
+
+const FIELDS: ReadonlyArray<{ id: string; field: HistoryField; name: string; unit: string; tags: readonly string[]; description: string }> = [
+  { id: "total-principal", field: "totalPrincipal", name: "Debt principal total", unit: "USD", tags: ["principal", "total debt"],
+    description: "The principal the company reports maturing, all years summed, at each annual filing, as DDIS charts it." },
+  { id: "due-12m-share", field: "next12MonthsShare", name: "Debt due in the next 12 months", unit: "%", tags: ["near-term maturities", "refinancing"],
+    description: "Share of reported debt principal maturing within a year of each annual filing, as DDIS charts it." },
+  { id: "due-3y-share", field: "next3YearsShare", name: "Debt due in the next 3 years", unit: "%", tags: ["near-term maturities", "refinancing"],
+    description: "Share of reported debt principal maturing within three years of each annual filing, as DDIS charts it." },
+];
+
+/**
+ * A company's maturity wall across its annual filings, as DDIS reads it: the
+ * principal it reports and how much of it falls due soon. The wall itself is
+ * a schedule by year and stays in the pane.
+ */
+export const DEBT_MATURITY_SERIES: readonly SeriesDefinition[] = FIELDS.map(({ id, field, name, unit, tags, description }): SeriesDefinition => ({
+  id: `debt-maturities:${id}`,
+  name,
+  unit,
+  frequency: "annual",
+  group: "Credit",
+  tags: ["debt maturities", "maturity wall", "DDIS", ...tags],
+  description,
+  publisher: "SEC",
+  input: "ticker",
+  style: "step",
+  load: async ({ ticker }) => {
+    const resource = await loadDebtMaturities(ticker!);
+    if (!resource.payload.history.length) throw new Error(`No maturity schedule reported for ${ticker}.`);
+    // An amount stays in the unit it is listed in: a filing in another currency is a gap, not a converted figure.
+    const listed = (point: DebtHistoryPoint) => unit !== "USD" || point.currency === "USD";
+    const other = resource.payload.history.find((point) => !listed(point))?.currency;
+    const warning = other ? `Filings reported in ${other} are left out.` : cachedSeriesWarning(resource);
+    return {
+      points: resource.payload.history.map((point) => ({ date: point.asOf, value: listed(point) ? point[field] : null })),
+      ...(warning ? { warning } : {}),
+    };
+  },
+}));

package/src/plugins/builtin/dividend-yield/headless.ts

@@ -8,7 +8,7 @@ import { dividendReferencePrice, fetchDividendData, type DividendData } from "./
 import type { DividendPayment } from "./types";
 import { formatDividendYield, toDividendRows } from "./view";
 import { formatDistributionAmount, formatPercent } from "../../../utils/format";
-import { currencyMinorDigits, formatMarketPriceWithCurrency } from "../../../market-data/market/format";
+import { currencyPriceMinDigits, formatMarketPriceWithCurrency } from "../../../market-data/market/format";
 import type { Quote } from "../../../types/financials";
 import { dividendPriceStatus, dividendQuotePriceMetadata } from "./reference-price";
 
@@ -85,7 +85,7 @@ export function projectDividendYieldHeadless(
       {
         title: "Dividend metrics",
         entries: [
-          { label: "Price", value: data.price, ...(data.price != null && currency ? { formatted: formatMarketPriceWithCurrency(data.price, currency, { minimumFractionDigits: Math.min(2, currencyMinorDigits(currency)) }) } : {}) },
+          { label: "Price", value: data.price, ...(data.price != null && currency ? { formatted: formatMarketPriceWithCurrency(data.price, currency, { minimumFractionDigits: currencyPriceMinDigits(currency) }) } : {}) },
           ...(data.stale ? [{ label: "History status", value: "Stale cash history; recent distributions may be missing." }] : []),
           ...(priceStatus ? [{ label: "Price status", value: priceStatus === "stale"
             ? "Stale reference price; cash yield may be out of date."

package/src/plugins/builtin/dividend-yield/index.tsx

@@ -1,4 +1,5 @@
 import type { PluginModule } from "../plugin-module";
+import { DIVIDEND_SERIES } from "./series";
 import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
 import {
   attachDividendYieldHealth,
@@ -19,6 +20,7 @@ function createDividendYieldModule({
 } = {}): PluginModule {
   let disposeConnection: (() => void) | null = null;
   return {
+    series: DIVIDEND_SERIES,
     setup(ctx) {
       if (marketConnection) {
         attachDividendYieldHealth(ctx.connectionHealth);
@@ -26,7 +28,7 @@ function createDividendYieldModule({
           id: DIVIDENDS_CONNECTION_ID,
           name: "Gloom Dividends",
           kind: "api",
-          ownerId: "ticker-research",
+          ownerId: "ticker-core",
           detail: "api.gloom.sh",
           priority: 300,
         });

package/src/plugins/builtin/dividend-yield/pane.tsx

@@ -240,7 +240,7 @@ export function DividendYieldPane({ focused, width, height, loadData = fetchDivi
   ), [refresh]);
 
   const emptyTitle = !symbol
-    ? "No ticker selected."
+    ? "Select a ticker."
     : loading
       ? "Loading dividends..."
       : error ?? (data?.historyAvailable ? "No cash distributions reported." : "Dividend history unavailable.");

package/src/plugins/builtin/dividend-yield/series.ts

@@ -0,0 +1,20 @@
+import type { SeriesDefinition } from "../../../series/types";
+import { fetchDividendData } from "./client";
+import { buildTrailingCashChartPoints } from "./view";
+
+/** A ticker's trailing twelve months of cash dividends, stepping at each payment, as DVD charts it. */
+export const DIVIDEND_SERIES: readonly SeriesDefinition[] = [{
+  id: "dividends:ttm-cash",
+  name: "Trailing 12-month dividends",
+  unit: "currency/share",
+  frequency: "irregular",
+  group: "Securities",
+  tags: ["dividends", "income", "payout", "DVD"],
+  input: "ticker",
+  style: "step",
+  load: async ({ ticker }) => {
+    const data = await fetchDividendData(ticker!, null);
+    if (data.historyAvailable === false) throw new Error(data.historyError ?? `No dividend history for ${ticker}.`);
+    return buildTrailingCashChartPoints(data.payments).map((point) => ({ date: point.date, value: point.close }));
+  },
+}];