gloomberb 0.16.4 → 0.16.5

package/src/plugins/builtin/company-attention/model.ts

@@ -3,6 +3,7 @@ import { scalarPoint, staticSeries } from "../../../components/chart/static/seri
 import type { HiringBoard, HiringPayload, HiringSummary } from "../../../api-client/hiring";
 import type { AppAttentionPayload, AppCompany } from "../../../api-client/app-attention";
 import { humanLabel } from "../shared/research-cells";
+import { formatNumber } from "../../../utils/format";
 
 export type AttentionKind = "hiring" | "apps";
 export type AttentionTab = "table" | "chart" | "mix" | "peers" | "evidence";
@@ -28,16 +29,33 @@ export interface AttentionModel {
   notices: string[];
   figures: StatItem[];
   sections: Record<AttentionTab, AttentionSection>;
-  chart: { label: string; unit: string; points: Array<{ date: string; value: number | null }> };
+  /** `since`: the first capture, so a chart still collecting says when it began. */
+  chart: { label: string; unit: string; points: Array<{ date: string; value: number | null }>; since?: string | null };
 }
 export const count = (value: number | null | undefined) => value == null ? "--" : value.toLocaleString("en-US", { maximumFractionDigits: 0 });
+/** Decimals per column: percentages and scores to one place, ratings and z-scores to two, counts and remote shares whole. */
+const DECIMALS: Record<string, number> = { score: 1, remote: 0, share: 1, confidence: 0, velocity: 2, rating: 2, drift: 2, z: 2, change: 1 };
+export const SIGNED_COLUMNS = new Set(["net", "change", "velocity", "drift", "growth"]);
+/** A column's number as the pane and the text report print it. */
+export const attentionNumber = (columnId: string, value: number) =>
+  `${SIGNED_COLUMNS.has(columnId) && value > 0 ? "+" : ""}${formatNumber(value, DECIMALS[columnId] ?? 0)}`;
+/**
+ * A remote share with the roles it is measured on. Most postings never state a
+ * work mode, so the share counts only those that do: 100% of 5 is not 100% of
+ * a company's 300 roles. A capture that did not count them says "of known".
+ */
+export function remoteText(percentRemote: number | null | undefined, known: number | null | undefined): string | null {
+  if (percentRemote == null) return null;
+  return `${formatNumber(percentRemote, 0)}% of ${known == null ? "" : `${formatNumber(known, 0)} `}known`;
+}
 const signed = (value: number | null | undefined, decimals = 0) => value == null ? "--" : `${value > 0 ? "+" : ""}${value.toLocaleString("en-US", { maximumFractionDigits: decimals })}`;
 const percent = (value: number | null | undefined) => value == null ? "--" : `${(value * 100).toFixed(1)}%`;
 const column = (id: string, label: string, width: number, numeric = false, flex = false): DataTableColumn => ({ id, label, width, align: numeric ? "right" : "left", ...(flex ? { flexGrow: 1 } : {}) });
 const roleFamily = (value: string | null) => value === "data_ai" || value === "data ai" ? "Data / AI" : value ? humanLabel(value) : null;
-const COMPANY_COLUMNS = [column("symbol", "Ticker", 12), column("name", "Company", 24, false, true), column("open", "Open roles", 12, true), column("net", "Net / week", 12, true), column("remote", "Remote %", 10, true), column("z", "Z-score", 10, true), column("signal", "Signal", 12), column("date", "As of", 12)];
-const HISTORY_COLUMNS = [column("date", "Week", 12), column("open", "Open roles", 12, true), column("added", "Added", 9, true), column("removed", "Removed", 9, true), column("net", "Net", 9, true), column("change", "Change %", 11, true), column("remote", "Remote %", 10, true), column("coverage", "Capture", 13, false, true)];
-const companyRow = (row: HiringSummary): AttentionRow => ({ id: row.symbol, symbol: row.symbol, values: { symbol: row.symbol, name: row.name, open: row.latest?.openCount ?? null, net: row.latest?.netChange ?? null, remote: row.latest?.remoteShare == null ? null : row.latest.remoteShare * 100, z: row.zScore, signal: humanLabel(row.signal ?? row.status), date: row.latest?.observedAt.slice(0, 10) ?? null } });
+const COMPANY_COLUMNS = [column("symbol", "Ticker", 12), column("name", "Company", 24, false, true), column("open", "Open roles", 12, true), column("net", "Net / week", 12, true), column("remote", "Remote %", 17, true), column("z", "Z-score", 10, true), column("signal", "Signal", 12), column("date", "As of", 12)];
+const HISTORY_COLUMNS = [column("date", "Week", 12), column("open", "Open roles", 12, true), column("added", "Added", 9, true), column("removed", "Removed", 9, true), column("net", "Net", 9, true), column("change", "Change %", 11, true), column("remote", "Remote %", 17, true), column("coverage", "Capture", 13, false, true)];
+/** `remoteKnown` rides along for the remote cell; it is not a column of its own. */
+const companyRow = (row: HiringSummary): AttentionRow => ({ id: row.symbol, symbol: row.symbol, values: { symbol: row.symbol, name: row.name, open: row.latest?.openCount ?? null, net: row.latest?.netChange ?? null, remote: row.latest?.remoteShare == null ? null : row.latest.remoteShare * 100, remoteKnown: row.latest?.remoteKnown ?? null, z: row.zScore, signal: humanLabel(row.signal ?? row.status), date: row.latest?.observedAt.slice(0, 10) ?? null } });
 
 export function hiringModel(data: HiringBoard | HiringPayload, mix = "functions"): AttentionModel {
   const detail = "series" in data ? data : null;
@@ -57,18 +75,19 @@ export function hiringModel(data: HiringBoard | HiringPayload, mix = "functions"
     figures: latest ? [
       { label: "Open roles", value: count(latest.openCount) },
       ...(latest.netChange != null ? [{ label: "Net / week", value: signed(latest.netChange), tone: latest.netChange === 0 ? "muted" as const : latest.netChange > 0 ? "positive" as const : "negative" as const }] : []),
-      ...(latest.remoteShare != null ? [{ label: "Remote", value: percent(latest.remoteShare), detail: "known work modes" }] : []),
+      ...(latest.remoteShare != null ? [{ label: "Remote", value: `${formatNumber(latest.remoteShare * 100, 0)}%`,
+        detail: latest.remoteKnown == null ? "of known work modes" : `of ${count(latest.remoteKnown)} known` }] : []),
       ...(detail?.zScore != null ? [{ label: "Z-score", value: detail.zScore.toFixed(2), detail: detail.signal ? `hiring ${detail.signal}` : undefined,
         tone: detail.signal === "surge" ? "positive" as const : detail.signal === "freeze" ? "negative" as const : undefined }] : []),
     ] : [],
     sections: {
       table: { columns: COMPANY_COLUMNS, rows: companies.map(companyRow), empty: "Hiring observations are not available yet." },
-      chart: { columns: HISTORY_COLUMNS, rows: [...history].reverse().map((row): AttentionRow => ({ id: row.week, date: row.week, values: { date: row.week, open: row.openCount, added: row.added, removed: row.removed, net: row.netChange, change: row.changePct, remote: row.remoteShare == null ? null : row.remoteShare * 100, coverage: row.completeness }, details: [{ label: "Observed", value: row.observedAt }, { label: "Confidence", value: percent(row.confidence) }, { label: "Capture", value: row.kind }, { label: "Evergreen roles", value: count(row.evergreenCount) }] })), empty: data.preview ? "Full hiring history requires Pro." : "History is accumulating from the first capture." },
+      chart: { columns: HISTORY_COLUMNS, rows: [...history].reverse().map((row): AttentionRow => ({ id: row.week, date: row.week, values: { date: row.week, open: row.openCount, added: row.added, removed: row.removed, net: row.netChange, change: row.changePct, remote: row.remoteShare == null ? null : row.remoteShare * 100, remoteKnown: row.remoteKnown, coverage: row.completeness }, details: [{ label: "Observed", value: row.observedAt }, { label: "Confidence", value: percent(row.confidence) }, { label: "Capture", value: row.kind }, { label: "Evergreen roles", value: count(row.evergreenCount) }] })), empty: data.preview ? "Full hiring history requires Pro." : "History is accumulating from the first capture." },
       mix: { columns: [column("label", mixKey === "signals" ? "Signal" : "Group", 28, false, true), column("count", mixKey === "signals" ? "Value" : "Roles", 12, true), column("share", mixKey === "signals" ? "Confidence %" : "Share %", mixKey === "signals" ? 14 : 30, true), ...(mixKey === "signals" ? [column("date", "Observed", 12)] : [])], rows, empty: "No classified observations for this group yet." },
       peers: { columns: COMPANY_COLUMNS, rows: (detail?.peers ?? []).map(companyRow), empty: "No comparable mapped peers yet." },
       evidence: { columns: [column("title", "Role", 32, false, true), column("location", "Location", 24), column("function", "Function", 18), column("seniority", "Seniority", 13), column("date", "Observed", 12), column("confidence", "Confidence %", 13, true)], rows: (detail?.evidence ?? []).map((row): AttentionRow => ({ id: `${row.snapshotId}:${row.id}`, url: row.url ?? row.sourceUrl, values: { title: row.title, location: row.location, function: roleFamily(row.jobFunction), seniority: row.seniority ? humanLabel(row.seniority) : null, date: row.observedAt.slice(0, 10), confidence: row.confidence * 100 }, details: [{ label: "Posting title", value: row.title }, { label: "Location", value: row.location ?? "--" }, { label: "Country", value: row.country ?? "Unknown" }, { label: "Function", value: row.jobFunction ?? "Unclassified" }, { label: "Seniority", value: row.seniority ?? "Unclassified" }, { label: "Remote", value: row.remote === null ? "Unknown" : row.remote ? "Yes" : "No" }, { label: "Observed", value: row.observedAt }, { label: "Revision", value: String(row.revision) }, { label: "Confidence", value: percent(row.confidence) }, { label: "Reporting ticker", value: row.sourceTicker }] })), empty: "No primary posting evidence is available yet." },
     },
-    chart: { label: "Open roles", unit: "roles", points: history.map((point) => ({ date: point.week, value: point.openCount })) },
+    chart: { label: "Open roles", unit: "roles", points: history.map((point) => ({ date: point.week, value: point.openCount })), since: detail?.coverage.firstObservedAt ?? null },
   };
   if (detail) {
     model.sections.table = { ...model.sections.evidence, columns: model.sections.evidence.columns.filter((entry) => entry.id !== "confidence"), empty: "No current role evidence has been captured yet." };

package/src/plugins/builtin/company-attention/pane.tsx

@@ -12,20 +12,18 @@ import type { PaneProps } from "../../../types/plugin";
 import { Box, ScrollBox, Text, useRendererHost, useUiCapabilities, type ScrollBoxRenderable } 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 { humanLabel, listingCell, missingCell, shareCell, signedColor, toneColor, withoutQuietColumns, type StateTone } from "../shared/research-cells";
 import { AppRankView } from "./app-rank";
 import { useAttentionEvidence } from "./evidence";
 import { cachedAttention, fetchAttention, loadAttention, validateAttention, type AttentionPayload } from "./client";
-import { appsModel, attentionSeries, count, hiringModel, sortAttentionRows, type AttentionKind, type AttentionRow, type AttentionTab } from "./model";
+import { appsModel, attentionNumber, attentionSeries, count, hiringModel, remoteText, SIGNED_COLUMNS, sortAttentionRows, type AttentionKind, type AttentionRow, type AttentionTab } from "./model";
 
 type Size = Pick<PaneProps, "width" | "height" | "focused">;
 const rowId = (row: AttentionRow) => row.id;
 const rowDate = (row: AttentionRow) => row.date ? new Date(row.date) : null;
-/** Decimals per column: percentages and scores to one place, ratings and z-scores to two, counts whole. */
-const DECIMALS: Record<string, number> = { score: 1, remote: 1, share: 1, confidence: 0, velocity: 2, rating: 2, drift: 2, z: 2, change: 1 };
-const SIGNED_COLUMNS = new Set(["net", "change", "velocity", "drift", "growth"]);
 const SIGNAL_TONES: Record<string, StateTone> = { Surge: "positive", Freeze: "negative", Stale: "warning", Collecting: "muted", Uncovered: "muted", Ok: "text" };
 /** Columns left out while every row reads the same default: a first capture has no weekly change yet. */
 const QUIET_COLUMNS: Record<string, readonly string[]> = { net: [""], z: [""], change: [""], velocity: [""], drift: [""], growth: [""], added: [""], removed: [""], coverage: ["complete"], spread: [""] };
@@ -62,6 +60,7 @@ function AttentionView({ kind, symbol, width, height, focused }: Size & { kind:
   const desktop = !!useUiCapabilities().nativePaneChrome;
   const host = useRendererHost();
   const { createPaneFromTemplate } = usePluginAppActions();
+  const openDescription = useOpenDescription();
   const session = useResearchCloudSession();
   const access = usePlanAccess();
   const accessKey = `${session.requestKey}:${access.hasProAccess ? "full" : "preview"}`;
@@ -131,7 +130,7 @@ function AttentionView({ kind, symbol, width, height, focused }: Size & { kind:
     ...(selected && !evidence && selected.details ? [{ id: "evidence", key: "e", label: "vidence", onPress: () => setOpenEvidence(selected.id) }] : []),
     ...(selected?.app && selectedSymbol && !symbol ? [{ id: "company", key: "c", label: "ompany", onPress: () => setOpenCompany(selectedSymbol) }] : []),
     ...(selectedSymbol ? [
-      { id: "description", key: "d", label: "es", onPress: () => createPaneFromTemplate("new-ticker-detail-pane", { symbol: selectedSymbol }) },
+      { id: "description", key: "d", label: "es", onPress: () => openDescription(selectedSymbol) },
       { id: "financials", key: "f", label: "a", onPress: () => createPaneFromTemplate("financial-analysis-pane", { symbol: selectedSymbol }) },
       { id: "chart", key: "g", label: "raph", onPress: () => createPaneFromTemplate("chart-composer-pane", { arg: selectedSymbol }) },
       { id: "related", key: "a", label: kind === "hiring" ? "pps" : " hiring", title: kind === "hiring" ? "App attention" : "Hiring momentum", onPress: () => createPaneFromTemplate(kind === "hiring" ? "apps-pane" : "hiring-pane", { symbol: selectedSymbol }) },
@@ -139,7 +138,7 @@ function AttentionView({ kind, symbol, width, height, focused }: Size & { kind:
     ...(model?.preview ? [{ id: "upgrade", key: CLOUD_PLAN_KEY, label: "upgrade", title: "Upgrade to Pro", onPress: upgrade }] : []),
   ];
   usePaneStatusFooter({ registrationId: `${kind}:status`, enabled: !openCompany && !app, loading: resource.loading || paged.loadingMore, error: data ? resource.error ?? paged.moreError?.message ?? paged.error?.message : null, stale: resource.data?.stale,
-    info: [...(model?.asOf ? [{ id: "observed", parts: [{ text: `as of ${model.asOf.slice(0, 10)}`, tone: "muted" as const }] }] : []), ...(model?.preview ? [{ id: "preview", parts: [{ text: "Pro preview", tone: "warning" as const }] }] : [])], hints });
+    info: [...(model?.asOf ? [{ id: "observed", asOf: true, parts: [{ text: `as of ${model.asOf.slice(0, 10)}`, tone: "muted" as const }] }] : []), ...(model?.preview ? [{ id: "preview", parts: [{ text: "Pro preview", tone: "warning" as const }] }] : [])], hints });
   usePaneNoticeFooter({ registrationId: `${kind}:notices`, enabled: !openCompany && !app, focused, notices: [...(model?.notices ?? []), ...(resource.data?.refreshError ? [resource.data.refreshError] : [])] });
   if (!data && isCloudSessionRequired(resource.error)) return <SignInWall placement={kind === "hiring" ? "hiring-momentum-signin" : "app-attention-signin"} action={kind === "hiring" ? "view hiring momentum" : "view app attention"} needsVerification={session.needsVerification} />;
   const countryOptions = data && kind === "apps" ? (data as AppAttentionPayload).coverage.configuredCountries : [];
@@ -156,7 +155,8 @@ function AttentionView({ kind, symbol, width, height, focused }: Size & { kind:
         detailContent={openCompany ? <PaneFooterScope active><AttentionView key={openCompany} kind={kind} symbol={openCompany} width={width} height={bodyHeight - 1} focused={focused} /></PaneFooterScope> : app ? <AppRankView focus={app} accessKey={accessKey} width={width} height={bodyHeight - 1} focused={focused} /> : evidence ? <Evidence row={evidence} width={width} height={bodyHeight - 1} focused={focused} /> : null}
         rootContent={<DataTableView columns={columns} items={rows} rootWidth={width} rootHeight={bodyHeight} focused={focused && !detailOpen} scrollRef={scrollRef} onBodyScrollActivity={scrollMore}
           rootBefore={<ChartTableHeader width={width} height={bodyHeight} tableRows={rows.length} tableColumns={columns} query={query} figures={model.figures}
-            chart={tab === "chart" ? { series, ...chartSelection, formatValue: (value) => kind === "hiring" ? count(value) : value.toFixed(1), empty: series.length ? undefined : model.preview ? "Full history requires Pro." : "Collecting history", remoteKind: `${kind}-history` } : null} />}
+            chart={tab === "chart" ? { series, ...chartSelection, formatValue: (value) => kind === "hiring" ? count(value) : value.toFixed(1), empty: series.length ? undefined : model.preview ? "Full history requires Pro."
+              : model.chart.since ? `Collecting history since ${model.chart.since.slice(0, 10)}` : "Collecting history", remoteKind: `${kind}-history` } : null} />}
           selection={{ kind: "id", selectedId: selected?.id ?? null, getId: rowId, onChange: setSelected }} getItemKey={rowId}
           sortColumnId={sort.column} sortDirection={sort.direction} onHeaderClick={(column) => setSort((old) => ({ column, direction: old.column === column && old.direction === "desc" ? "asc" : "desc" }))}
           onActivate={(row) => row.id.startsWith("locked:") ? void upgrade() : row.app ? setOpenApp(row.id) : row.symbol && row.symbol !== symbol && (tab === "peers" || !symbol) ? setOpenCompany(row.symbol) : row.details ? setOpenEvidence(row.id) : row.url ? void host.openExternal(row.url) : undefined}
@@ -170,8 +170,11 @@ function AttentionView({ kind, symbol, width, height, focused }: Size & { kind:
             if (column.id === "symbol" && typeof value === "string") return listingCell(value, colors, state.selected);
             if (column.id === "signal" && typeof value === "string") return { text: value, color: toneColor(SIGNAL_TONES[value] ?? "text", colors), keepColorWhenSelected: value === "Surge" || value === "Freeze" };
             const numeric = typeof value === "number";
-            const decimals = DECIMALS[column.id] ?? 0;
-            const text = numeric ? `${SIGNED_COLUMNS.has(column.id) && value > 0 ? "+" : ""}${value.toLocaleString("en-US", { minimumFractionDigits: decimals, maximumFractionDigits: decimals })}` : LABEL_COLUMNS.has(column.id) ? humanLabel(value) : column.id === "title" ? value.trim() : value;
+            if (column.id === "remote" && numeric) {
+              const known = row.values.remoteKnown;
+              return { text: remoteText(value, typeof known === "number" ? known : null) ?? "", value, color: colors.text };
+            }
+            const text = numeric ? attentionNumber(column.id, value) : LABEL_COLUMNS.has(column.id) ? humanLabel(value) : column.id === "title" ? value.trim() : value;
             if (column.id === "share" && numeric && tab === "mix") return { ...shareCell(text, maxShare ? value / maxShare : null, column.width, colors, state.selected), value };
             return { text, value, color: numeric && SIGNED_COLUMNS.has(column.id) ? signedColor(value, colors)
               : column.id === "name" || column.id === "title" ? colors.textBright : column.id === "date" || column.id === "observed" || column.id === "confidence" ? colors.textDim : colors.text };

package/src/plugins/builtin/company-attention/series.ts

@@ -0,0 +1,52 @@
+import type { AppAttentionPayload } from "../../../api-client/app-attention";
+import type { HiringPayload } from "../../../api-client/hiring";
+import type { SeriesDefinition } from "../../../series/types";
+import { fetchAttention } from "./client";
+
+const DAY_MS = 86_400_000;
+
+/** The app history window a chart asks for, in the days the server takes (7 to 730). */
+function appHistoryDays(start: Date | undefined): number {
+  if (!start) return 730;
+  return Math.min(730, Math.max(7, Math.ceil((Date.now() - start.getTime()) / DAY_MS)));
+}
+
+/**
+ * The company signals HIRE and APPS chart: observed open roles each week and
+ * the app attention score each day. Pro readings: the free preview carries no
+ * history, so they fail with the pane's own words.
+ */
+export const COMPANY_ATTENTION_SERIES: readonly SeriesDefinition[] = [
+  {
+    id: "hiring:open-roles",
+    name: "Observed open roles",
+    unit: "jobs",
+    frequency: "weekly",
+    group: "Alternative data",
+    tags: ["hiring", "hiring momentum", "roles", "requisitions", "careers"],
+    description: "Requisitions observed on public career boards each week, subsidiaries rolled up through evidenced ownership, as HIRE charts them. Needs Pro.",
+    input: "ticker",
+    load: async ({ ticker, signal }) => {
+      const data = await fetchAttention("hiring", ticker!, {}, undefined, signal) as HiringPayload;
+      if (data.preview) throw new Error("Full hiring history requires Pro.");
+      if (!data.series.length) throw new Error("History is accumulating from the first capture.");
+      return data.series.map((point) => ({ date: point.week, value: point.openCount }));
+    },
+  },
+  {
+    id: "app-attention:score",
+    name: "App attention score",
+    unit: "score",
+    frequency: "daily",
+    group: "Alternative data",
+    tags: ["apps", "app attention", "mobile", "app ranks", "ratings"],
+    description: "A 0 to 100 summary of the public chart ranks of the company's apps across countries, as APPS charts it. Needs Pro.",
+    input: "ticker",
+    load: async ({ ticker, start, signal }) => {
+      const data = await fetchAttention("apps", ticker!, { days: appHistoryDays(start) }, undefined, signal) as AppAttentionPayload;
+      if (data.access === "preview") throw new Error("Full app history requires Pro.");
+      if (!data.history.length) throw new Error("History is accumulating from the first capture.");
+      return data.history.map((point) => ({ date: point.date, value: point.attentionScore }));
+    },
+  },
+];

package/src/plugins/builtin/company-kpis/pane.tsx

@@ -13,6 +13,7 @@ import type { PaneProps } from "../../../types/plugin";
 import { Box, Text, useRendererHost, useUiCapabilities, type ScrollBoxRenderable } 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 { cachedCompanyData, loadCompanyData, KPI_UNAVAILABLE, validateCompanyData, type CompanyDataset, type CompanyMode } from "./client";
@@ -77,6 +78,7 @@ function CompanyView({ symbol, exchange, name, mode, width, height, focused }: P
   const host = useRendererHost();
   const desktop = !!useUiCapabilities().nativePaneChrome;
   const { createPaneFromTemplate } = usePluginAppActions();
+  const openDescription = useOpenDescription();
   const session = useResearchCloudSession();
   const access = usePlanAccess();
   const accessKey = `${session.requestKey}:${access.hasProAccess ? "full" : "preview"}`;
@@ -165,10 +167,10 @@ function CompanyView({ symbol, exchange, name, mode, width, height, focused }: P
     ...(preview ? [{ id: "upgrade", key: CLOUD_PLAN_KEY, label: "upgrade", title: "Upgrade to Pro", onPress: openUpgrade }] : []),
   ];
   usePaneMenuItems("company-disclosures:research", () => symbol ? [
-    { id: "description", label: "Description (DES)", onSelect: () => createPaneFromTemplate("new-ticker-detail-pane", { symbol }) },
+    { id: "description", label: "Description (DES)", onSelect: () => openDescription(symbol) },
     { id: "financials", label: "Financial Analysis (FA)", onSelect: () => createPaneFromTemplate("financial-analysis-pane", { symbol }) },
     { id: "price-chart", label: "Price Chart (G)", onSelect: () => createPaneFromTemplate("chart-composer-pane", { arg: symbol }) },
-  ] : null, [symbol, createPaneFromTemplate]);
+  ] : null, [symbol, createPaneFromTemplate, openDescription]);
   usePaneStatusFooter({ registrationId: "company-kpis", loading: resource.loading, error: data ? resource.error : null, stale: resource.data?.stale,
     info: data?.asOf ? [{ id: "as-of", parts: [{ text: `as of ${data.asOf.slice(0, 10)}`, tone: "muted" as const }] }] : [], hints });
   usePaneNoticeFooter({ registrationId: "company-kpis:notices", focused, notices: [resource.data?.refreshError,

package/src/plugins/builtin/composite-plugins.ts

@@ -32,6 +32,7 @@ import { cotModule } from "./cot";
 import { doeModule } from "./doe";
 import { gpuModule } from "./gpu";
 import { fxMatrixModule } from "./fx-matrix";
+import { docsModule } from "./docs";
 import { helpModule } from "./help";
 import { positionSizerModule } from "./kelly-sizer";
 import { layoutManagerModule } from "./layout-manager";
@@ -57,6 +58,7 @@ import { socialMentionsModule } from "./social-mentions";
 import { timeSalesModule } from "./time-sales";
 import { estimateRevisionsModule } from "./estimate-revisions";
 import { chartComposerModule } from "./chart-composer";
+import { userSeriesModule } from "./chart-composer/user-series";
 import { congressResearchModule } from "./congress-trades";
 import { dividendYieldModule } from "./dividend-yield";
 import { executivesModule } from "./executives";
@@ -104,7 +106,7 @@ import {
 
 export const applicationPlugin = composeBuiltinPlugin({
   ...applicationPluginMeta,
-  modules: [layoutManagerModule, pluginMarketplaceModule, helpModule, changelogModule, connectionsModule],
+  modules: [layoutManagerModule, pluginMarketplaceModule, helpModule, changelogModule, connectionsModule, docsModule],
 });
 
 export const portfolioPlugin = composeBuiltinPlugin({
@@ -121,18 +123,22 @@ const tickerResearchModule = (module: PluginModule) => ({ module, stateId: "tick
 export const tickerCorePlugin = composeBuiltinPlugin({
   ...tickerCorePluginMeta,
   modules: [
-    tickerDetailModule,
-    chartComposerModule,
-    researchModule,
-    estimateRevisionsModule,
-    companyKpisModule,
-    revenueBreakdownModule,
-    dividendYieldModule,
-    reverseDcfModule,
-    peBandModule,
-    executivesModule,
-    timeSalesModule,
-  ].map(rendererOnly),
+    ...[
+      tickerDetailModule,
+      chartComposerModule,
+      researchModule,
+      estimateRevisionsModule,
+      companyKpisModule,
+      revenueBreakdownModule,
+      dividendYieldModule,
+      reverseDcfModule,
+      peBandModule,
+      executivesModule,
+      timeSalesModule,
+    ].map(rendererOnly),
+    // Reads the profile's series folder, so it runs where the disk is: the desktop backend too.
+    userSeriesModule,
+  ],
 });
 
 export const optionsVolatilityPlugin = composeBuiltinPlugin({

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

@@ -3,14 +3,16 @@ import { cotBoardCache } from "./client";
 import { cotHeadless } from "./headless";
 import { COT_ROOT_OPTIONS, cotContractCode, cotContractCodeForTicker, cotRoot, cotUnknownMarketMessage } from "./model";
 import { CotPane } from "./pane";
+import { COT_SERIES } from "./series";
 
 export const cotModule: PluginModule = {
+  series: COT_SERIES,
   panes: [{ id: "cot", name: "CFTC Positioning", icon: "P", component: CotPane,
     defaultPosition: "right", defaultMode: "floating", defaultFloatingSize: { width: 106, height: 30 },
     tableExport: true, headless: cotHeadless }],
   paneTemplates: [{ id: "cot-cot", paneId: "cot", label: "CFTC Positioning",
     description: "Weekly futures positioning, changes, historical percentiles and cross-market extremes.",
-    keywords: ["cot", "cftc", "positioning", "commitments", "managed money", "net spec"],
+    keywords: ["cot", "cftc", "positioning", "commitments", "managed money", "net spec", "crude oil", "natural gas"],
     shortcut: { prefix: "COT", aliases: ["CFTC"], argKind: "text" as const, argPlaceholder: "code or root", argOptional: true,
       argOptions: () => COT_ROOT_OPTIONS }, headless: cotHeadless,
     createInstance: (context, options) => {

package/src/plugins/builtin/cot/model.ts

@@ -5,6 +5,7 @@ import type { PricePoint } from "../../../types/financials";
 import { formatPriceObservation } from "../../../market-data/market/format";
 import { cleanFloat32Price } from "../../../cli/history-rows";
 import { cryptoPairCoin, isFuturesSymbol } from "../shared/crypto-pair";
+import { FUTURES_CONTRACTS, futuresBoardContract, futuresBoardContractForTicker, type FuturesContract } from "../../../market-data/futures-board";
 
 export const COT_CLASSES: Record<CotFamily, Array<{ value: CotClass; label: string }>> = {
   legacy: [{ value: "noncommercial", label: "Noncommercial" }, { value: "commercial", label: "Commercial" }, { value: "nonreportable", label: "Nonreportable" }],
@@ -29,7 +30,7 @@ const ROOTS: Record<string, { code: string; exchange: string; priceSymbol: strin
   SOL: { code: "177741", exchange: "CME", priceSymbol: null, name: "Solana", crypto: true },
   XRP: { code: "176740", exchange: "CME", priceSymbol: null, name: "XRP", crypto: true },
 };
-/** The roots `cotContractCode` accepts, labeled "ZQ 30-Day Fed Funds". */
+/** The verified root aliases, labeled "ZQ 30-Day Fed Funds"; `cotContractCode` also takes every FUT board root the CFTC reports. */
 export const COT_ROOT_OPTIONS = Object.entries(ROOTS).map(([root, row]) => ({ value: root, label: root === row.name ? root : `${root} ${row.name}` }));
 /** The crypto roots named for a coin, which a coin pair (BTC-USD) can stand for. The micros have no pair. */
 const COIN_PAIR_ROOTS: ReadonlySet<string> = new Set(["BTC", "ETH", "SOL", "XRP"]);
@@ -37,9 +38,12 @@ const COIN_PAIR_ROOTS: ReadonlySet<string> = new Set(["BTC", "ETH", "SOL", "XRP"
  * Front-month price overlays for major markets without a root alias, each
  * checked to return five years of daily history (2026-09-24). Keyed by CFTC
  * code, never added to ROOTS: an alias would also claim the equity ticker under
- * the cursor (ZM, ZS, PL). No cash index stands in, so the dollar index has none.
- * Bitcoin and ether are in ROOTS, where `cotContractCodeForTicker` keeps the
- * same guard for their aliases.
+ * the cursor (ZM, ZS, PL). A FUT board root typed as an argument finds its
+ * market here through its price symbol (NG is NG=F, so 023651). No cash index
+ * stands in, so the dollar index has none. Orange juice and lumber were added
+ * on 2026-10-11 so their board roots open a market; lumber's contract (LBR)
+ * started in August 2022, so its price begins there. Bitcoin and ether are in
+ * ROOTS, where `cotContractCodeForTicker` keeps the same guard for their aliases.
  */
 const PRICE_OVERLAYS: Record<string, { exchange: string; priceSymbol: string }> = {
   "209742": { exchange: "CME", priceSymbol: "NQ=F" }, "239742": { exchange: "CME", priceSymbol: "RTY=F" },
@@ -60,9 +64,16 @@ const PRICE_OVERLAYS: Record<string, { exchange: string; priceSymbol: string }>
   "007601": { exchange: "CBT", priceSymbol: "ZL=F" }, "026603": { exchange: "CBT", priceSymbol: "ZM=F" },
   "083731": { exchange: "NYB", priceSymbol: "KC=F" }, "080732": { exchange: "NYB", priceSymbol: "SB=F" },
   "033661": { exchange: "NYB", priceSymbol: "CT=F" }, "073732": { exchange: "NYB", priceSymbol: "CC=F" },
+  "040701": { exchange: "NYB", priceSymbol: "OJ=F" }, "058644": { exchange: "CME", priceSymbol: "LBR=F" },
   "057642": { exchange: "CME", priceSymbol: "LE=F" }, "054642": { exchange: "CME", priceSymbol: "HE=F" },
   "061641": { exchange: "CME", priceSymbol: "GF=F" },
 };
+/** The CFTC market a FUT board root reports under, by its price symbol; null for one the CFTC does not report (TTF). */
+function boardMarketCode(contract: FuturesContract): string | null {
+  return Object.values(ROOTS).find((row) => row.priceSymbol === contract.symbol)?.code
+    ?? Object.entries(PRICE_OVERLAYS).find(([, row]) => row.priceSymbol === contract.symbol)?.[0]
+    ?? null;
+}
 /**
  * The markets most readers mean by "positioning", verified against the live
  * CFTC boards on 2026-09-22. A code missing from a report family simply does
@@ -90,14 +101,26 @@ export const COT_SCOPES = [{ value: "major", label: "Major markets" }, { value:
 export type CotScope = typeof COT_SCOPES[number]["value"];
 export function cotScope(value: unknown): CotScope { return value === "all" ? "all" : "major"; }
 
-/** A CFTC code or root typed as an argument or stored in a pane: every alias, crypto included. */
+const rootAlias = (input: string) => ROOTS[input === "VIX" ? "VX" : input]?.code ?? null;
+const marketCode = (input: string) => /^[0-9A-Z]{5}[0-9A-Z+]$/.test(input) ? input : null;
+/**
+ * A CFTC code or root typed as an argument or stored in a pane: every alias,
+ * crypto included, and every FUT board root the CFTC reports. A typed root is
+ * always the future, so ZM here is soybean meal, never Zoom.
+ */
 export function cotContractCode(value: unknown): string | null {
   if (typeof value !== "string") return null;
   const input = value.trim().toUpperCase().replace(/=F$/, "");
-  return ROOTS[input === "VIX" ? "VX" : input]?.code ?? (/^[0-9A-Z]{5}[0-9A-Z+]$/.test(input) ? input : null);
+  const board = futuresBoardContract(value);
+  return rootAlias(input) ?? (board ? boardMarketCode(board) : null) ?? marketCode(input);
 }
-/** What a market that is neither a root nor a CFTC code is told, with ones that work. */
+/**
+ * What a market `cotContractCode` does not know is told: a FUT board root the
+ * CFTC does not report says so; anything else gets roots and a code that work.
+ */
 export function cotUnknownMarketMessage(value: unknown): string {
+  const board = futuresBoardContract(value);
+  if (board) return `${board.code} (${board.name}) is not reported in the CFTC COT.`;
   const roots = ["ES", "CL", "GC", "ZN"].filter((root) => ROOTS[root]);
   return `Unknown market "${String(value)}". Try ${roots.join(", ")} or a CFTC market code such as ${ROOTS.GC!.code}.`;
 }
@@ -106,18 +129,24 @@ export function cotUnknownMarketMessage(value: unknown): string {
  * argument. The crypto aliases are also US ticker symbols (Grayscale's mini
  * trusts are BTC and ETH, MetLife is MET), so a bare one is the equity's and
  * never claims the market: only a futures symbol (BTC=F) or a coin pair
- * (BTC-USD) does.
+ * (BTC-USD) does. A FUT board root claims it the same way: as its futures
+ * symbol (NG=F) or a code no security uses (ZW), never a bare code a security
+ * keeps (ZM is Zoom).
  */
 export function cotContractCodeForTicker(ticker: unknown): string | null {
   if (typeof ticker !== "string") return null;
   const coin = cryptoPairCoin(ticker);
   if (coin) return COIN_PAIR_ROOTS.has(coin) ? ROOTS[coin]!.code : null;
   const input = ticker.trim().toUpperCase().replace(/=F$/, "");
-  return ROOTS[input]?.crypto && !isFuturesSymbol(ticker) ? null : cotContractCode(ticker);
+  if (ROOTS[input]?.crypto && !isFuturesSymbol(ticker)) return null;
+  const board = futuresBoardContractForTicker(ticker);
+  return rootAlias(input) ?? (board ? boardMarketCode(board) : null) ?? marketCode(input);
 }
-/** The verified futures root a CFTC code belongs to, for titles readers recognize. */
+/** The futures root a CFTC code belongs to, for titles readers recognize: a verified alias, else its FUT board root. */
 export function cotRoot(code: string): string | null {
-  return Object.entries(ROOTS).find(([, row]) => row.code === code)?.[0] ?? null;
+  return Object.entries(ROOTS).find(([, row]) => row.code === code)?.[0]
+    ?? FUTURES_CONTRACTS.find((contract) => boardMarketCode(contract) === code)?.code
+    ?? null;
 }
 export function cotPriceMapping(code: string) { return Object.values(ROOTS).find((row) => row.code === code) ?? PRICE_OVERLAYS[code] ?? null; }
 export function cotClass(family: CotFamily, value: unknown): CotClass {

package/src/plugins/builtin/cot/series.ts

@@ -0,0 +1,27 @@
+import type { SeriesDefinition } from "../../../series/types";
+import { fetchCotContract } from "./client";
+import { COT_ROOT_OPTIONS, cotContractCode, cotNetPoints } from "./model";
+
+/**
+ * Speculative (noncommercial) net positioning for each market the COT pane
+ * names by root, from the legacy report every market is in. The pane's other
+ * trader classes and markets stay in the pane.
+ */
+export const COT_SERIES: readonly SeriesDefinition[] = COT_ROOT_OPTIONS.flatMap((option): SeriesDefinition[] => {
+  const code = cotContractCode(option.value);
+  if (!code) return [];
+  const market = option.label.startsWith(`${option.value} `) ? option.label.slice(option.value.length + 1) : option.label;
+  return [{
+    id: `cot:${option.value.toLowerCase()}-noncommercial-net`,
+    name: `${market}: noncommercial net position`,
+    unit: "contracts",
+    frequency: "weekly",
+    group: "Positioning",
+    tags: ["COT", "commitments of traders", "speculators", "net spec", option.value],
+    publisher: "CFTC",
+    load: async () => {
+      const payload = await fetchCotContract(code, "legacy");
+      return { points: cotNetPoints(payload.history, "noncommercial").map((point) => ({ date: point.date, value: point.value })) };
+    },
+  }];
+});

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

@@ -5,6 +5,7 @@ import { cdxBoardCache, sovrBoardCache } from "./client";
 import { cdxHeadless, sovrHeadless } from "./headless";
 import { CDX_PANE_ID } from "./model";
 import { CreditBoardsPane } from "./pane";
+import { CREDIT_BOARD_SERIES } from "./series";
 
 /** One board. A later command retargets this instance; a fresh id would open a second window. */
 function openCreditBoard(context: PaneTemplateContext, tab: "index" | "sovereign"): PaneTemplateInstanceConfig {
@@ -16,6 +17,7 @@ function openCreditBoard(context: PaneTemplateContext, tab: "index" | "sovereign
 }
 
 export const creditBoardsModule: PluginModule = {
+  series: CREDIT_BOARD_SERIES,
   panes: [
     {
       id: CDX_PANE_ID,

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

@@ -0,0 +1,66 @@
+import type { CreditBoardPoint } from "../../../api-client/credit-boards";
+import type { SeriesDefinition, SeriesLoadResult } from "../../../series/types";
+import { cachedSeriesWarning } from "../shared/series-warning";
+import { loadCdxBoard, loadSovrBoard } from "./client";
+
+/** The five on-the-run 5Y index contracts the CDX tab lists; IG and iTraxx quote spread, HY and EM price. */
+const INDEXES = [
+  { code: "IG", name: "CDX IG 5Y", quote: "spread" },
+  { code: "HY", name: "CDX HY 5Y", quote: "price" },
+  { code: "EM", name: "CDX EM 5Y", quote: "price" },
+  { code: "MAIN", name: "iTraxx Main 5Y", quote: "spread" },
+  { code: "XOVER", name: "iTraxx Crossover 5Y", quote: "spread" },
+] as const;
+
+/** The sovereigns the SOVR tab follows, by ISO code. */
+const SOVEREIGNS: ReadonlyArray<readonly [code: string, name: string]> = [
+  ["BR", "Brazil"], ["MX", "Mexico"], ["CO", "Colombia"], ["TR", "Turkey"], ["ZA", "South Africa"],
+  ["CN", "China"], ["ID", "Indonesia"], ["CL", "Chile"], ["PE", "Peru"], ["PH", "Philippines"],
+  ["AR", "Argentina"], ["PA", "Panama"], ["SA", "Saudi Arabia"], ["MY", "Malaysia"], ["EG", "Egypt"],
+  ["KR", "Korea"], ["IT", "Italy"], ["FR", "France"], ["ES", "Spain"], ["GR", "Greece"],
+  ["IE", "Ireland"], ["JP", "Japan"], ["IL", "Israel"], ["PL", "Poland"], ["QA", "Qatar"],
+  ["AD", "Abu Dhabi"], ["BH", "Bahrain"], ["OM", "Oman"], ["MA", "Morocco"], ["NG", "Nigeria"],
+  ["DO", "Dominican Republic"], ["CI", "Ivory Coast"],
+];
+
+function boardPoints(
+  rows: ReadonlyArray<{ id: string; points: readonly CreditBoardPoint[] }>,
+  id: string,
+  label: string,
+  resource: { stale?: boolean; refreshError?: string | null },
+): SeriesLoadResult {
+  const row = rows.find((entry) => entry.id === id);
+  if (!row) throw new Error(`${label} is not on the board right now.`);
+  const warning = cachedSeriesWarning(resource);
+  return {
+    points: row.points.map((point) => ({ date: point.date, value: point.level })),
+    ...(warning ? { warning } : {}),
+  };
+}
+
+export const CREDIT_BOARD_SERIES: readonly SeriesDefinition[] = [
+  ...INDEXES.map((index): SeriesDefinition => ({
+    id: `cdx:${index.code.toLowerCase()}`,
+    name: index.name,
+    unit: index.quote === "spread" ? "bp" : "points",
+    frequency: "daily",
+    group: "Credit",
+    tags: ["CDS", "index CDS", index.quote, "credit default swap"],
+    load: async () => {
+      const resource = await loadCdxBoard();
+      return boardPoints(resource.payload.indexes, index.code, index.name, resource);
+    },
+  })),
+  ...SOVEREIGNS.map(([code, name]): SeriesDefinition => ({
+    id: `sovereign-cds:${code.toLowerCase()}`,
+    name: `${name} 5Y sovereign CDS`,
+    unit: "bp",
+    frequency: "daily",
+    group: "Credit",
+    tags: ["CDS", "sovereign", code, "credit default swap"],
+    load: async () => {
+      const resource = await loadSovrBoard();
+      return boardPoints(resource.payload.sovereigns, code, name, resource);
+    },
+  })),
+];

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}`,
+}));