gloomberb 0.16.4 → 0.16.5

package/src/api-client/futures-curve.ts

@@ -1,3 +1,37 @@
+/** What one contract of a root is, from the exchange's rulebook. */
+export interface FuturesContractSpec {
+  /** What a quoted price counts: "USD / troy oz", "US cents / bushel", "index points". */
+  unit: string
+  /** One contract as the exchange words it: "100 troy oz", "$50 x index". */
+  size: string
+  /** US dollars a move of 1.0 in the quoted price makes on one contract. */
+  pointValue: number
+  /** The smallest outright price move, in the quoted unit. */
+  tick: number
+  /** US dollars one tick makes on one contract. */
+  tickValue: number
+  settlement: "physical" | "cash"
+}
+
+/** What a futures symbol trades: the contract behind it, its terms and its latest confirmed settlement. */
+export interface FuturesContractTermsPayload {
+  /** The symbol asked for: GC=F, GCZ26 or CL1. */
+  symbol: string
+  root: string
+  name: string
+  /** The listed contract the symbol prices today (GCZ26 for GC=F); null where it cannot be placed. */
+  contract: string | null
+  contractSymbol: string | null
+  deliveryMonth: string | null
+  spec: FuturesContractSpec | null
+  lastTrade: string | null
+  firstNotice: string | null
+  /** Past first notice: a long can be assigned delivery. */
+  inDelivery: boolean
+  /** The newest exchange settlement confirmed for the contract, with its session. */
+  settlement: { price: number; date: string } | null
+}
+
 /** Gloom Cloud futures prices retain provider denomination and explicit quote units. */
 export interface FuturesContract {
   symbol: string
@@ -17,6 +51,18 @@ export interface FuturesContract {
   samples: number
   historyStart: string | null
   historyEnd: string | null
+  /**
+   * The exchange settlement for the curve's settlementDate; null when none is
+   * confirmed for that session. `price` is the latest trade, never a settlement,
+   * except on a Cboe curve, whose prices are settlements.
+   */
+  settlement?: number | null
+  /** The last trading day. */
+  lastTrade?: string | null
+  /** First notice day of a physically delivered contract; null where there is none. */
+  firstNotice?: string | null
+  /** Past first notice: a long can be assigned delivery. */
+  inDelivery?: boolean
 }
 
 export interface FuturesCurvePayload {
@@ -51,6 +97,10 @@ export interface FuturesCurvePayload {
     state: "contango" | "backwardation" | "flat" | "unavailable"
   }
   gaps: string[]
+  /** The session the contracts' settlements are for; null when none is confirmed. */
+  settlementDate?: string | null
+  /** The root's contract terms; null where they are not listed. */
+  spec?: FuturesContractSpec | null
 }
 
 
@@ -78,6 +128,12 @@ export interface FuturesCurveAsOfPayload {
     /** When the price was made; older than tradeDate when the contract did not trade that day. */
     asOf: string
     stale: boolean
+    /** The price is the exchange settlement for tradeDate; otherwise that session's last trade or, when stale, an earlier price. */
+    settled?: boolean
+    lastTrade?: string | null
+    firstNotice?: string | null
+    inDelivery?: boolean
   }>
   gaps: string[]
+  spec?: FuturesContractSpec | null
 }

package/src/api-client/index.ts

@@ -59,7 +59,7 @@ export type {
 /** Server-side caps for `/assist/command`; enforced here so a 422 is never sent. */
 const ASSIST_QUERY_MAX_LENGTH = 200;
 const ASSIST_COMMAND_LIMIT = 150;
-const ASSIST_ARG_OPTION_LIMIT = 40;
+const ASSIST_ARG_OPTION_LIMIT = 64;
 const ASSIST_ARG_OPTION_VALUE_MAX_LENGTH = 40;
 const ASSIST_ARG_OPTION_LABEL_MAX_LENGTH = 60;
 const ASSIST_REQUEST_TIMEOUT_MS = 6_000;
@@ -775,6 +775,7 @@ class GloomApiClient {
   getCloudSocialMentionPosts = this.data.getCloudSocialMentionPosts.bind(this.data);
   getCloudFuturesCurve = this.data.getCloudFuturesCurve.bind(this.data);
   getCloudFuturesCurveAsOf = this.data.getCloudFuturesCurveAsOf.bind(this.data);
+  getCloudFuturesContract = this.data.getCloudFuturesContract.bind(this.data);
   getCloudRatePath = this.data.getCloudRatePath.bind(this.data);
   getCloudShiller = this.data.getCloudShiller.bind(this.data);
   getCloudCotBoard = this.data.getCloudCotBoard.bind(this.data);
@@ -815,6 +816,7 @@ class GloomApiClient {
   getCloudTape = this.data.getCloudTape.bind(this.data);
   getCloudYieldCurve = this.data.getCloudYieldCurve.bind(this.data);
   getCloudCurve = this.data.getCloudCurve.bind(this.data);
+  getCloudCurveHistory = this.data.getCloudCurveHistory.bind(this.data);
   getCloudWorldCurves = this.data.getCloudWorldCurves.bind(this.data);
   getCloudCds = this.data.getCloudCds.bind(this.data);
   getCloudCdsHistory = this.data.getCloudCdsHistory.bind(this.data);
@@ -843,6 +845,7 @@ class GloomApiClient {
   updateCloudSavedSearch = this.data.updateCloudSavedSearch.bind(this.data);
   deleteCloudSavedSearch = this.data.deleteCloudSavedSearch.bind(this.data);
   getCloudNews = this.data.getCloudNews.bind(this.data);
+  searchCloudNews = this.data.searchCloudNews.bind(this.data);
   getCloudNewsStory = this.data.getCloudNewsStory.bind(this.data);
   getCloudTickerTweets = this.data.getCloudTickerTweets.bind(this.data);
   searchCloudTweets = this.data.searchCloudTweets.bind(this.data);

package/src/api-client/market-discovery.ts

@@ -1,4 +1,4 @@
-import type { CloudCorporateActionsPayload, CloudQuotePayload } from "./types";
+import type { CloudCorporateActionsPayload, CloudMoverSessionFields, CloudQuotePayload } from "./types";
 
 export interface ScreenerQuote {
   symbol: string;
@@ -19,6 +19,8 @@ export interface ScreenerQuote {
   lastUpdated?: number;
   /** Session-fixed, so the price column reads its decimals from it rather than from each tick. */
   previousClose?: number;
+  /** The quote's sessions beside the live print the list ranks by, when the server sends them. */
+  sessions?: CloudMoverSessionFields;
 }
 
 
@@ -63,6 +65,13 @@ export interface MarketHeatmapResult {
   session?: "REGULAR" | "PRE" | "POST" | "CLOSED" | null;
   /** The completed regular session every stored tile describes outside the regular session, as a New York date; null while it trades. */
   regularSessionDate?: string | null;
+  /**
+   * When that session closed, in epoch milliseconds: its real close from the
+   * exchange calendar, so an early close reads 13:00 New York. Null while a
+   * session trades and when the snapshot names no session; an older server
+   * leaves it out.
+   */
+  regularSessionClosedAt?: number | null;
   assets: MarketHeatmapAsset[];
 }
 

package/src/api-client/paths.ts

@@ -576,6 +576,13 @@ export function cloudNewsPath(params: CloudNewsParams = {}): string {
   return appendQuery("/news", search);
 }
 
+/** Stories whose headline, summary or publisher matches the text, best match first; the service takes at most 100. */
+export function cloudNewsSearchPath(query: string, limit?: number): string {
+  const search = new URLSearchParams({ query });
+  if (limit != null) search.set("limit", String(limit));
+  return appendQuery("/news/search", search);
+}
+
 export function cloudTickerTweetsPath(params: CloudTickerTweetsParams): string {
   const search = new URLSearchParams({ ticker: params.ticker });
   if (params.limit != null) search.set("limit", String(params.limit));

package/src/api-client/research-activity.ts

@@ -6,6 +6,9 @@ import { createWallExperimentSession, type WallExperiment, type WallExperimentCo
 import { createUpgradeExperimentSession, UPGRADE_PERSONALIZED, type UpgradeExperimentContext, type UpgradePersonalizedVariant } from "./upgrade-experiment";
 import { hasProAccess } from "./plan-rules";
 import { withDeadline } from "../utils/async-deadline";
+import { browserDoNotTrack } from "../telemetry/crash-reports-dom";
+import { currentTelemetryConfig } from "../telemetry/live-config";
+import { usageTelemetryAllowed } from "../telemetry/usage-counts";
 
 export type ResearchActivity =
   | "workspace_opened"
@@ -234,12 +237,7 @@ function stripHandoffParams(url: URL): void {
 /** Hosted web analytics only. Native local use never creates an identifier. */
 export function initializeBrowserResearchActivity(): void {
   try {
-    if (
-      navigator.doNotTrack === "1" ||
-      (navigator as Navigator & { globalPrivacyControl?: boolean })
-        .globalPrivacyControl
-    )
-      return;
+    if (!researchTelemetryAllowed()) return;
     const url = new URL(location.href);
     const incoming = readHandoffId(url);
     const stored = localStorage.getItem(ANONYMOUS_ID_STORAGE_KEY);
@@ -269,6 +267,7 @@ export function initializeBrowserResearchActivity(): void {
  */
 export function initializeDesktopResearchActivity(storage: StorageLike = localStorage): void {
   try {
+    if (!researchTelemetryAllowed()) return;
     const stored = storage.getItem(ANONYMOUS_ID_STORAGE_KEY);
     anonymousId = stored && ANONYMOUS_ID.test(stored) ? stored : undefined;
     attribution = readStoredAttribution(storage.getItem(ATTRIBUTION_STORAGE_KEY));
@@ -278,6 +277,7 @@ export function initializeDesktopResearchActivity(storage: StorageLike = localSt
 }
 
 export function adoptDesktopHandoff(href: string, storage: StorageLike = localStorage, now = Date.now()): boolean {
+  if (!researchTelemetryAllowed()) return false;
   if (!carriesHandoff(href)) return false;
   try {
     const url = new URL(href);
@@ -369,6 +369,7 @@ export function recordResearchActivity(
   tab?: string,
   { desks, placement: rawPlacement, teaser_kind, cta }: ResearchActivityDetails = {},
 ): void {
+  if (!researchTelemetryAllowed()) return;
   const target = getCurrentPluginTarget();
   const user = apiClient.getCurrentUser();
   const wallEvent = event === "wall_viewed" || event === "wall_cta_clicked";
@@ -451,6 +452,7 @@ function webExperimentAttribution(): { experiments?: string } {
  * Privacy Control) and not driven by automation are asked. See web-experiments.ts.
  */
 export function exposeWebExperiment(experiment: string): Promise<string | null> {
+  if (!researchTelemetryAllowed()) return Promise.resolve(null);
   if (getCurrentPluginTarget() !== "web") return Promise.resolve(null);
   try {
     return exposeExperiment(experiment, {
@@ -473,11 +475,13 @@ export function exposeWebExperiment(experiment: string): Promise<string | null>
   }
 }
 
+/** Research milestones, attribution and exposures share the Usage off switch. */
+function researchTelemetryAllowed(): boolean {
+  return usageTelemetryAllowed(currentTelemetryConfig(undefined)) && !browserDoNotTrack();
+}
+
 function wallPrivacyBlocked(): boolean {
-  if (typeof navigator === "undefined") return false;
-  return navigator.doNotTrack === "1"
-    || (navigator as Navigator & { globalPrivacyControl?: boolean }).globalPrivacyControl === true
-    || navigator.webdriver === true;
+  return !researchTelemetryAllowed() || (typeof navigator !== "undefined" && navigator.webdriver === true);
 }
 
 function wallExperimentContext(): WallExperimentContext {
@@ -568,6 +572,7 @@ export function recordWallCtaClicked(placement: string, cta: "login" | "signup")
 export function researchUpgradeUrl(returnTo?: string): string {
   const url = new URL("https://gloom.sh/cloud?upgrade=pro");
   if (returnTo) url.searchParams.set("returnTo", returnTo);
+  if (!researchTelemetryAllowed()) return url.href;
   if (anonymousId) url.searchParams.set(HANDOFF_ID_KEY, anonymousId);
   for (const [key, value] of Object.entries(attribution)) {
     if (/^(utm_(source|medium|campaign|content|term)|twclid)$/.test(key))

package/src/api-client/types.ts

@@ -1383,6 +1383,8 @@ export interface CloudMarketResponse<T> {
   historySession?: unknown;
   /** "extended" when the history includes the pre-market and after-hours bars asked for. */
   session?: unknown;
+  /** "1day" when daily bars answer an intraday range: the listing has no intraday bars. */
+  servedResolution?: unknown;
   /** Untrusted until the history adapter validates its boundary dates. */
   coverage?: CloudHistoryCoverage;
   providerMeta?: {
@@ -1427,13 +1429,27 @@ export interface CloudMarketBatchPayload<T> {
 
 export type CloudMarketScreenerCategory = "gainers" | "losers" | "most-active";
 
-export interface CloudMarketScreenerItem {
+/**
+ * A movers row's quote sessions, under the quote's field names and meaning:
+ * the session it was read in, the day its change is dated to, the last
+ * completed regular session's close and move, and an open pre-market or
+ * after-hours print with its move from that close. Older servers send none.
+ */
+export type CloudMoverSessionFields = Partial<Pick<Quote,
+  | "marketState" | "changeSessionDate"
+  | "regularClose" | "regularCloseSessionDate" | "regularChange" | "regularChangePercent"
+  | "preMarketPrice" | "preMarketChange" | "preMarketChangePercent"
+  | "postMarketPrice" | "postMarketChange" | "postMarketChangePercent">>;
+
+/** price, change and changePercent are the live print the list is ranked by; the session fields say how it reads. */
+export interface CloudMarketScreenerItem extends CloudMoverSessionFields {
   rank: number;
   symbol: string;
   name: string;
   price: number;
   change: number;
   changePercent: number;
+  previousClose?: number;
   volume: number;
   /** Available average volume for this listing, independent of public ranking membership. */
   avgVolume?: number;

package/src/api-client/yield-curves.ts

@@ -36,6 +36,14 @@ export interface CloudCurveView {
   checkedAt: string | null;
 }
 
+/** One tenor of a stored curve over time, oldest first (`GET /cloud/econ/curves/:curve/history`). */
+export interface CloudCurveHistory {
+  curve: CloudCurveHeader;
+  tenor: string;
+  points: Array<{ date: string; value: number }>;
+  checkedAt: string | null;
+}
+
 export interface CloudWorldCurves {
   curves: Array<{
     curve: CloudCurveHeader;

package/src/app/global-shortcuts.ts

@@ -13,6 +13,8 @@ import { getVisiblePaneCycleOrder } from "../components/layout/pane/cycle-order"
 import { requestFunctionHelp, useFunctionHelpHost } from "../plugins/builtin/help/function-card";
 import { buildRegistryHelpIndex, helpFunctionForPane } from "../plugins/builtin/help/function-index";
 import { recordFunctionOpen } from "../telemetry/usage-counts";
+import { DOCS_PANE_TEMPLATE_ID } from "../docs/content";
+import { registerPaneDocsHandler } from "../docs/requests";
 import { isMoveDownShortcut, isMoveUpShortcut } from "../components/command-bar/keyboard-handlers";
 import { pressStarPromptKey } from "./star-prompt/runtime";
 import {
@@ -120,6 +122,18 @@ export function useAppGlobalShortcuts({
       if (state.commandBarOpen) dispatch({ type: "SET_COMMAND_BAR", open: false });
     },
   });
+  const layoutRef = useRef(state.config.layout);
+  layoutRef.current = state.config.layout;
+  // A pane's `?`: its entry in DOCS, or its help card where no pane can open.
+  useEffect(() => registerPaneDocsHandler((paneId) => {
+    if (!isDetachedWindow) {
+      pluginRegistry.createPaneFromTemplate(DOCS_PANE_TEMPLATE_ID, { values: { pane: paneId } });
+      return;
+    }
+    const instance = findPaneInstance(layoutRef.current, paneId);
+    const fn = instance ? helpFunctionForPane(buildRegistryHelpIndex(pluginRegistry), pluginRegistry, instance) : null;
+    if (fn) requestFunctionHelp({ kind: "function", fn, inAppDocs: false });
+  }), [isDetachedWindow, pluginRegistry]);
 
   useShortcut((event) => {
     if (isCopyShortcut(event) && copyActiveSelection(nativeRenderer)) {
@@ -237,7 +251,7 @@ export function useAppGlobalShortcuts({
       recordFunctionOpen({ shortcut: "HELP", externalPluginId: null });
       const instance = state.focusedPaneId ? findPaneInstance(state.config.layout, state.focusedPaneId) : undefined;
       const fn = instance ? helpFunctionForPane(buildRegistryHelpIndex(pluginRegistry), pluginRegistry, instance) : null;
-      if (fn && requestFunctionHelp({ kind: "function", fn })) return;
+      if (fn && requestFunctionHelp({ kind: "function", fn, inAppDocs: !isDetachedWindow })) return;
       if (!isDetachedWindow) pluginRegistry.showPane("help");
       return;
     }

package/src/app/pane-runtime/ticker-open-runtime.ts

@@ -128,8 +128,12 @@ export function useAppTickerOpenRuntime({
     let existing = options?.forceNewPane
       ? null
       : findFixedTickerPaneForSymbol(currentLayout, paneType, symbol, instrument);
-    if (!options?.forceNewPane && !existing && instrument === null && !target.ticker.metadata.broker_contracts?.length) {
-      existing = findFixedTickerPaneForSymbol(currentLayout, paneType, symbol);
+    // Without a broker route, the public listing and an unnamed route are the same security: a link that names
+    // neither still finds the DES the command bar opened on the public listing, and leaves its binding as it is.
+    let keepBinding = false;
+    if (!options?.forceNewPane && !existing && !instrument && !target.ticker.metadata.broker_contracts?.length) {
+      existing = findFixedTickerPaneForSymbol(currentLayout, paneType, symbol, instrument === null ? undefined : null);
+      keepBinding = !!existing && instrument === undefined;
     }
     if (!options?.forceNewPane && !existing && !instrument && (parsePublicTickerKey(symbol).exchange || tickerHasListingSuffix(symbol))) {
       existing = currentLayout.instances.find((instance) => {
@@ -145,7 +149,7 @@ export function useAppTickerOpenRuntime({
       // verified same listing, retaining its pane identity and its followers.
       const previousSymbol = existing.binding?.kind === "fixed" ? existing.binding.symbol : null;
       let nextLayout = currentLayout;
-      if (previousSymbol && (previousSymbol !== symbol || JSON.stringify(existing.binding) !== JSON.stringify(binding))) {
+      if (previousSymbol && (previousSymbol !== symbol || (!keepBinding && JSON.stringify(existing.binding) !== JSON.stringify(binding)))) {
         const existingId = existing.instanceId;
         nextLayout = { ...currentLayout, instances: currentLayout.instances.map((instance) => (
           instance.instanceId === existingId ? {

package/src/architecture/core-builtin-allowlist.json

@@ -6,12 +6,11 @@
   "src/app/runtime/broker-import.ts": ["portfolio-list"],
   "src/app/runtime/desktop-deeplink.ts": ["account-management","chat","cloud"],
   "src/app/runtime/startup.ts": ["chat","plugin-marketplace"],
-  "src/brokers/signed-in/sign-in-dialog.tsx": ["cloud"],
-  "src/cli/commands/market.ts": ["holders","research","sec"],
+  "src/cli/commands/market.ts": ["holders","insider","research","sec"],
   "src/cli/commands/options-chain.ts": ["options","options-calculator"],
   "src/cli/commands/options-leaps.ts": ["options","vol-surface"],
   "src/cli/commands/overview.ts": ["correlation","econ","market-movers","sectors","world-indices"],
-  "src/cli/commands/ticker.ts": ["notes","portfolio-list"],
+  "src/cli/commands/ticker.ts": ["notes"],
   "src/cli/desktop-pane-shot.ts": ["market-valuation","time-sales"],
   "src/cli/pane-functions/data.ts": ["chart-composer","correlation","seasonality","ticker-detail"],
   "src/cli/pane-functions/financial-ratio-shot.ts": ["ticker-detail"],
@@ -37,23 +36,15 @@
   "src/components/layout/shell/index.tsx": ["cloud"],
   "src/components/layout/status-bar-groups.ts": ["cloud"],
   "src/components/layout/status-bar.tsx": ["cloud"],
-  "src/components/onboarding/account-step/form-panel.tsx": ["cloud"],
-  "src/components/onboarding/account-step/index.tsx": ["cloud"],
-  "src/components/onboarding/account-step/qr-panel.tsx": ["cloud"],
-  "src/components/onboarding/account-step/signed-in-panel.tsx": ["cloud"],
-  "src/components/onboarding/onboarding-keyboard.ts": ["account-management"],
-  "src/components/onboarding/onboarding-wizard.tsx": ["account-management","cloud"],
-  "src/components/onboarding/use-onboarding-upgrade.ts": ["account-management","chat","cloud"],
-  "src/components/onboarding/wizard-account.ts": ["cloud"],
+  "src/components/onboarding/use-onboarding-upgrade.ts": ["chat"],
   "src/components/onboarding/wizard-model.ts": ["portfolio-list"],
   "src/components/onboarding/wizard-positions.ts": ["portfolio-list"],
-  "src/components/sign-in-gate.tsx": ["cloud"],
   "src/layout-marketplace/gallery.tsx": ["cloud","plugin-marketplace"],
   "src/layout-marketplace/linked-sync.ts": ["cloud"],
   "src/layout/desks.ts": ["chart-composer"],
   "src/plugins/auto-update-node.ts": ["plugin-marketplace"],
   "src/plugins/auto-update.ts": ["plugin-marketplace"],
-  "src/plugins/catalog-browser.ts": ["alerts","analytics","attention","awards","backtest","bond-calculator","catalysts","cds","central-bank-rates","changelog","chart-composer","clinical-trials","cloud","comment-letters","company-attention","company-kpis","connections","correlation","cot","cpi","credit-boards","credit-conditions","credit-documents","crypto-board","debt-maturities","dividend-yield","doe","earnings-calls","earnings-ripple","econ","econ-statistics","equity-screener","estimate-revisions","executives","exposure","fear-greed","filing-events","futures","futures-curve","fx-matrix","gpu","help","insider","ipo-calendar","iv-history","jobs","kelly-sizer","layout-manager","macro-day","market-halts","market-heatmap","market-valuation","members","mna","money-markets","news","openfda","options","options-calculator","options-positioning","options-scenario","pe-band","perps","portfolio-list","power","rate-path","realized-vol","relative-rotation","research","research-search","revenue-breakdown","reverse-dcf","risk-factors","scanner","seasonality","sec","sectors","short-interest","short-volume","social-mentions","supply-chain","ticker-detail","time-sales","treasury-auctions","vol-surface","volatility","world-indices","world-venue-map","yield-curve"],
+  "src/plugins/catalog-browser.ts": ["alerts","analytics","attention","awards","backtest","bond-calculator","catalysts","cds","central-bank-rates","changelog","chart-composer","clinical-trials","cloud","comment-letters","company-attention","company-kpis","connections","correlation","cot","cpi","credit-boards","credit-conditions","credit-documents","crypto-board","debt-maturities","dividend-yield","docs","doe","earnings-calls","earnings-ripple","econ","econ-statistics","equity-screener","estimate-revisions","executives","exposure","fear-greed","filing-events","futures","futures-curve","fx-matrix","gpu","help","insider","ipo-calendar","iv-history","jobs","kelly-sizer","layout-manager","macro-day","market-halts","market-heatmap","market-valuation","members","mna","money-markets","news","openfda","options","options-calculator","options-positioning","options-scenario","pe-band","perps","portfolio-list","power","rate-path","realized-vol","relative-rotation","research","research-search","revenue-breakdown","reverse-dcf","risk-factors","scanner","seasonality","sec","sectors","short-interest","short-volume","social-mentions","supply-chain","ticker-detail","time-sales","treasury-auctions","vol-surface","volatility","world-indices","world-venue-map","yield-curve"],
   "src/plugins/catalog-ui.ts": ["alerts","clinical-trials","cloud","comment-letters","custom-view","fear-greed","ipo-calendar","market-halts","market-heatmap","members","news","notes","openfda","research-search"],
   "src/plugins/catalog.ts": ["debug"],
   "src/plugins/installer.ts": ["plugin-marketplace"],

package/src/brokers/signed-in/sign-in-dialog.tsx

@@ -13,10 +13,11 @@ import { t, tf } from "../../i18n";
 import { useAppLanguage } from "../../i18n/react";
 import { useViewport } from "../../react/input";
 import { colors } from "../../theme/colors";
-import { Box, Text, TextAttributes } from "../../ui";
+import { Box, Text, TextAttributes, useUiCapabilities } from "../../ui";
+import { DialogHints } from "../../components/ui/dialog-actions";
 import { useDialog, useDialogKeyboard, type DialogApi, type PromptContext } from "../../ui/dialog";
 import { isPlainKey } from "../../utils/keyboard";
-import { DeviceSignInDialog } from "../../plugins/builtin/cloud/device-signin-dialog";
+import { DeviceSignInDialog } from "../../account/device-signin-dialog";
 import type { SignedInBroker } from "./client";
 import {
   BrokerSignInController,
@@ -115,6 +116,7 @@ function BrokerSignInDialog({
   renew,
 }: PromptContext<BrokerSignInOutcome> & { broker: SignedInBroker; write: boolean; renew: boolean }) {
   useAppLanguage();
+  const { nativePaneChrome } = useUiCapabilities();
   const { height: termHeight } = useViewport();
   // Close after a beat so "Connected" is visible; enter skips the wait. Signed
   // out closes at once, for the host to sign in to Gloom.
@@ -162,9 +164,13 @@ function BrokerSignInDialog({
         </>
       )}
       <Box height={1} />
-      <Box height={1}>
-        <Text fg={colors.textMuted}>{t("r for a new code · esc to cancel")}</Text>
-      </Box>
+      {nativePaneChrome ? (
+        <DialogHints keys={[{ key: "r", label: "new code" }, { key: "Esc", label: "cancel" }]} />
+      ) : (
+        <Box height={1}>
+          <Text fg={colors.textMuted}>{t("r for a new code · esc to cancel")}</Text>
+        </Box>
+      )}
     </Box>
   );
 }

package/src/capabilities/chart-series.ts

@@ -253,17 +253,27 @@ export const chartSeriesCatalogOutputSchema: CapabilitySchema<ChartSeriesCatalog
 export const chartSeriesResolveRequestSchema: CapabilitySchema<ChartSeriesResolveRequest> = { parse: resolveRequest };
 export const chartSeriesResolveOutputSchema: CapabilitySchema<ResolvedSeries> = { parse: resolvedOutput };
 
+/**
+ * Set on the capabilities registered series resolve through. The composer
+ * searches those series in the series registry, so capability search skips them.
+ */
+export const REGISTERED_SERIES_SOURCE_ID = "registered-series";
+
 export function chartSeriesCapabilityManifests(invoker: CapabilityInvoker) {
   return invoker.capabilityManifests(CHART_SERIES_CAPABILITY_KIND);
 }
 
+function searchableChartSeriesManifests(invoker: CapabilityInvoker) {
+  return chartSeriesCapabilityManifests(invoker).filter((manifest) => manifest.sourceId !== REGISTERED_SERIES_SOURCE_ID);
+}
+
 export async function searchChartSeriesCapabilities(
   invoker: CapabilityInvoker,
   query: string,
   limit = 8,
   signal?: AbortSignal,
 ): Promise<Array<ChartSeriesCatalogItem & { capabilityId: string; capabilityName: string }>> {
-  const manifests = chartSeriesCapabilityManifests(invoker);
+  const manifests = searchableChartSeriesManifests(invoker);
   const results = await Promise.allSettled(manifests.map(async (manifest) => {
     const items = await invoker.invokeCapability<ChartSeriesCatalogItem[]>(
       manifest.id,

package/src/cli/commands/crypto-hints.ts

@@ -1,4 +1,5 @@
 import { isCryptoInstrumentType } from "../../tickers/search/ranking";
+import { isCryptoVenuePerpetual } from "../../tickers/instrument-kind";
 import type { Quote } from "../../types/financials";
 import { isCryptoPairSymbol } from "../../utils/crypto-pair";
 import { isNotATickerMessage } from "../not-a-ticker";
@@ -79,5 +80,11 @@ export function quoteNotes(results: QuoteNoteResult[], options: { exchange?: str
       if (note) notes.push(note);
     }
   }
+  const perpetuals = results
+    .filter((result) => result.quote && isCryptoVenuePerpetual(result.quote.instrumentType, result.quote.name))
+    .map((result) => result.target.symbol);
+  if (perpetuals.length > 0) {
+    notes.push(`${perpetuals.join(", ")}: perpetual futures ${perpetuals.length === 1 ? "price" : "prices"} on crypto venues, 24/7; not the listed future, not spot.`);
+  }
   return notes;
 }

package/src/cli/commands/fred-series.ts

@@ -0,0 +1,61 @@
+import { toBasisPoints } from "../../utils/basis-points";
+
+/** Where `fred` starts when `--start` is not given. */
+export const DEFAULT_FRED_START = "2021-01-01";
+
+/**
+ * FRED series that are spreads, which FRED serves in percentage points and
+ * rates desks read in basis points: `fred` text prints them in bp.
+ */
+const SPREAD_SERIES: ReadonlySet<string> = new Set([
+  "T10Y2Y", "T10Y3M",
+  "BAMLC0A0CM", "BAMLC0A1CAAA", "BAMLC0A2CAA", "BAMLC0A3CA", "BAMLC0A4CBBB", "BAMLH0A0HYM2",
+]);
+
+export function isSpreadSeries(seriesId: string): boolean {
+  return SPREAD_SERIES.has(seriesId.toUpperCase());
+}
+
+/** A spread in percentage points as the bp a text table prints: 0.44 is `44`, -0.125 is `-12.5`. */
+export function spreadBasisPointsCell(value: unknown): string {
+  return typeof value === "number" && Number.isFinite(value) ? String(toBasisPoints(value, 1)) : "";
+}
+
+/**
+ * Series FRED itself publishes late, with what a reader should know under the
+ * table. Add a series here when its newest FRED observation is not the newest
+ * reading the source has put out.
+ */
+const LAGGING_SERIES: Readonly<Record<string, string>> = {
+  UMCSENT: "FRED publishes the University of Michigan survey with a lag; latest preliminary reading: fn ECO",
+};
+
+export function laggingSeriesNote(seriesId: string): string | null {
+  return LAGGING_SERIES[seriesId.toUpperCase()] ?? null;
+}
+
+/**
+ * Where a series' history starts relative to what was asked for: the default
+ * start hides everything before it, and a start before the series begins
+ * silently begins later.
+ */
+export function fredHistoryNotes(input: {
+  startDate: string;
+  startGiven: boolean;
+  /** The series' first observation date, when FRED's metadata says. */
+  seriesStart: string | null | undefined;
+}): string[] {
+  const seriesStart = input.seriesStart && /^\d{4}-\d{2}-\d{2}$/.test(input.seriesStart) ? input.seriesStart : null;
+  if (!seriesStart) return [];
+  if (seriesStart > input.startDate) return [`Series begins ${seriesStart}.`];
+  return input.startGiven
+    ? []
+    : [`Showing from ${input.startDate}; earlier: --start YYYY-MM-DD (series begins ${seriesStart}).`];
+}
+
+/** What `fred` says when nothing falls on or after `--start`: where the series actually ends. */
+export function fredEmptyMessage(startDate: string, latest: { date: string; value: number | null } | null): string {
+  return latest
+    ? `Latest observation: ${latest.date}${latest.value == null ? "" : ` (${latest.value})`}. Nothing on or after ${startDate}.`
+    : "No results.";
+}