gloomberb 0.16.4 → 0.16.5

package/src/cli/commands/system.ts

@@ -2,14 +2,16 @@ import { join } from "path";
 import { VERSION } from "../../version";
 import { saveConfig } from "../../data/config/store";
 import { builtinPluginGroupMembers } from "../../plugins/ownership";
-import type { TelemetryConfig } from "../../types/config";
+import type { AppConfig, TelemetryConfig } from "../../types/config";
+import { canonicalTimeZone } from "../../utils/utc-time";
 import type { CliCommandDef } from "../../types/plugin";
-import { withCliServices, withConfigData } from "../context";
+import { resolveCliDataDir, withCliServices, withConfigData } from "../context";
 import { CLI_COMMAND_GROUPS } from "../help";
 import { dryRunNote, formatBytes, formatStatusCell } from "../helpers";
 import { cliStyles, cliTerminalWidth, renderSection, renderTable, wrapText } from "../../utils/cli-output";
 import { getThemeIds } from "../../theme/themes";
 import { requireArg } from "./command-utils";
+import { fail } from "../errors";
 import { describeThemeId, requireThemeId, themeListNote, themeListRows, themeName } from "./themes";
 import {
   applyKeybindingCliSet,
@@ -27,6 +29,10 @@ const TELEMETRY_CONFIG_KEYS = {
 type TelemetryConfigKey = keyof typeof TELEMETRY_CONFIG_KEYS;
 /** The one-time GitHub star line in the terminal's status bar. */
 const STAR_PROMPT_CONFIG_KEY = "starPrompt.enabled";
+/** The zone CLI text shows local times in, beside UTC. */
+const TIMEZONE_CONFIG_KEY = "timezone";
+/** What `config set timezone` takes to go back to UTC alone. */
+const NO_TIMEZONE = "none";
 const EDITABLE_CONFIG_KEYS = [
   "baseCurrency",
   "refreshIntervalMinutes",
@@ -34,6 +40,7 @@ const EDITABLE_CONFIG_KEYS = [
   "valueFlashingEnabled",
   ...Object.keys(TELEMETRY_CONFIG_KEYS),
   STAR_PROMPT_CONFIG_KEY,
+  TIMEZONE_CONFIG_KEY,
 ];
 
 function isTelemetryConfigKey(key: string): key is TelemetryConfigKey {
@@ -44,6 +51,19 @@ function isBooleanConfigKey(key: string): boolean {
   return key === "valueFlashingEnabled" || key === STAR_PROMPT_CONFIG_KEY || isTelemetryConfigKey(key);
 }
 
+/** The canonical zone name `config set timezone` stores, or null to clear it; fails on a name that is not a zone. */
+function parseTimezoneSetting(value: string): string | null {
+  if (value.trim().toLowerCase() === NO_TIMEZONE) return null;
+  return canonicalTimeZone(value) ?? fail(
+    `"${value.trim()}" is not a time zone name.`,
+    `Use an IANA zone name, Region/City, such as Asia/Tokyo, or ${NO_TIMEZONE} for UTC alone.`,
+  );
+}
+
+function describeTimezone(value: unknown): string {
+  return typeof value === "string" && value ? value : "not set, times print in UTC alone";
+}
+
 function describeConfigValue(value: unknown): string {
   if (value == null) return "nothing";
   if (Array.isArray(value)) return value.length > 0 ? value.join(", ") : "nothing";
@@ -51,6 +71,11 @@ function describeConfigValue(value: unknown): string {
   return String(value);
 }
 
+function withTimezone(config: AppConfig, timezone: string | null): AppConfig {
+  const { timezone: _previous, ...rest } = config;
+  return timezone ? { ...rest, timezone } : rest;
+}
+
 function summarizeKeybindings(value: unknown): string {
   const described = value as { actions?: Record<string, unknown>; commands?: Record<string, unknown>; issues?: unknown[] };
   const parts = [
@@ -122,9 +147,11 @@ export function createSystemCliCommands(): CliCommandDef[] {
     description: "Print the version, runtime, and data folder",
     help: { group: CLI_COMMAND_GROUPS.app, usage: ["version"] },
     execute: async (_args, ctx) => {
+      // Where the data lives, or will once a command or the app first runs:
+      // printing the version never creates the folder.
       let dataDir: string | null = null;
       try {
-        dataDir = await withConfigData(ctx, ({ dataDir: configuredDataDir }) => configuredDataDir);
+        dataDir = await resolveCliDataDir();
       } catch {
         dataDir = null;
       }
@@ -148,7 +175,11 @@ export function createSystemCliCommands(): CliCommandDef[] {
       const checks: Array<{ check: string; status: string; detail: string }> = [];
       try {
         await withCliServices(ctx, async (services) => {
-          checks.push({ check: "config", status: "ok", detail: services.dataDir });
+          checks.push({
+            check: "config",
+            status: "ok",
+            detail: services.createdDataDir ? `${services.dataDir} (created now)` : services.dataDir,
+          });
           checks.push({ check: "database", status: "ok", detail: join(services.dataDir, ".gloomberb-cache.db") });
           checks.push({ check: "plugins", status: "ok", detail: String(services.services.pluginRegistry.allPlugins.size) });
           checks.push({ check: "capabilities", status: "ok", detail: String(services.services.pluginRegistry.capabilities.manifests().length) });
@@ -187,6 +218,7 @@ export function createSystemCliCommands(): CliCommandDef[] {
         "config set telemetry.crashReports false",
         "config set telemetry.usage false",
         "config set starPrompt.enabled false",
+        "config set timezone <Region/City>|none",
         "config get keybindings",
         "config set keybindings.actions.<action> <keys>|null|default",
         "config set keybindings.commands.<keys> <command>|null",
@@ -194,6 +226,11 @@ export function createSystemCliCommands(): CliCommandDef[] {
       sections: [{
         title: "Editable keys",
         lines: [`${EDITABLE_CONFIG_KEYS.join(", ")}, and keybindings.*`],
+      }, {
+        title: "Time zone",
+        lines: [
+          "Times print in UTC. timezone takes an IANA zone name such as Asia/Tokyo or America/New_York, and CLI text and function reports then show your local time beside every UTC time. Trading days keep their market's date. none goes back to UTC alone. JSON and CSV keep the raw values.",
+        ],
       }, {
         title: "Themes",
         lines: [
@@ -205,6 +242,7 @@ export function createSystemCliCommands(): CliCommandDef[] {
         "config themes",
         "config set theme colorblind",
         "config set baseCurrency EUR",
+        "config set timezone Asia/Tokyo",
         "config get keybindings",
         "config set keybindings.actions.ticker-search \"Ctrl+T\"",
         "config set keybindings.commands.Alt+1 \"DES AAPL\"",
@@ -248,6 +286,7 @@ export function createSystemCliCommands(): CliCommandDef[] {
           "telemetry.usage": context.config.telemetry?.usage !== false,
           "telemetry.attention": context.config.telemetry?.attention === true,
           [STAR_PROMPT_CONFIG_KEY]: context.config.starPrompt?.enabled !== false,
+          [TIMEZONE_CONFIG_KEY]: context.config.timezone ?? null,
         };
 
         if (action === "list") {
@@ -257,6 +296,7 @@ export function createSystemCliCommands(): CliCommandDef[] {
               header: key,
               ...(key === KEYBINDINGS_CONFIG_KEY ? { format: summarizeKeybindings } : {}),
               ...(key === "theme" ? { format: (value: unknown) => describeThemeId(String(value)) } : {}),
+              ...(key === TIMEZONE_CONFIG_KEY ? { format: describeTimezone } : {}),
             })),
           });
           return;
@@ -274,7 +314,8 @@ export function createSystemCliCommands(): CliCommandDef[] {
             return;
           }
           ctx.printResult({ data: { key, value: safeConfig[key] } }, {
-            text: (data) => key === KEYBINDINGS_CONFIG_KEY ? renderKeybindings(data.value) : describeConfigValue(data.value),
+            text: (data) => key === KEYBINDINGS_CONFIG_KEY ? renderKeybindings(data.value)
+              : key === TIMEZONE_CONFIG_KEY ? describeTimezone(data.value) : describeConfigValue(data.value),
           });
           return;
         }
@@ -309,7 +350,9 @@ export function createSystemCliCommands(): CliCommandDef[] {
           // A display name may come unquoted: config set theme White Phosphor.
           const parsedValue = key === "theme"
             ? requireThemeId(args.slice(2).join(" "))
-            : key === "refreshIntervalMinutes"
+            : key === TIMEZONE_CONFIG_KEY
+              ? parseTimezoneSetting(value)
+              : key === "refreshIntervalMinutes"
               ? Number(value)
               : isBooleanConfigKey(key)
                 ? value === "true"
@@ -318,7 +361,9 @@ export function createSystemCliCommands(): CliCommandDef[] {
             ? { ...context.config, telemetry: { ...context.config.telemetry, [TELEMETRY_CONFIG_KEYS[key]]: parsedValue as boolean } }
             : key === STAR_PROMPT_CONFIG_KEY
               ? { ...context.config, starPrompt: { ...context.config.starPrompt, enabled: parsedValue as boolean } }
-              : { ...context.config, [key]: parsedValue };
+              : key === TIMEZONE_CONFIG_KEY
+                ? withTimezone(context.config, parsedValue as string | null)
+                : { ...context.config, [key]: parsedValue };
           if (!ctx.cliOptions.dryRun) await saveConfig(nextConfig);
           ctx.printResult({
             data: {
@@ -329,7 +374,9 @@ export function createSystemCliCommands(): CliCommandDef[] {
               ...(key === "theme" ? { name: themeName(String(parsedValue)) } : {}),
             },
           }, {
-            text: (data) => `Set ${key} to ${key === "theme" ? describeThemeId(String(data.value)) : describeConfigValue(data.value)}.${dryRunNote(data.dryRun)}`,
+            text: (data) => key === TIMEZONE_CONFIG_KEY && data.value == null
+              ? `Cleared timezone: times print in UTC alone.${dryRunNote(data.dryRun)}`
+              : `Set ${key} to ${key === "theme" ? describeThemeId(String(data.value)) : describeConfigValue(data.value)}.${dryRunNote(data.dryRun)}`,
           });
           return;
         }

package/src/cli/commands/ticker.ts

@@ -1,6 +1,6 @@
 import { formatShortDate, parseDisplayDate } from "../../utils/datetime-format";
 import { formatReportedMoney } from "../../utils/reported-money";
-import { fundamentalsCurrency, reportedEnterpriseValue } from "../../utils/fundamentals";
+import { convertedPriceEarningsNote, epsConversionNote, fundamentalsCurrency, reportedEnterpriseValue, ttmConversionNote } from "../../utils/fundamentals";
 import { latestFinancialPeriod } from "../../utils/latest-financial-period";
 import { exportedFundamentals, formatPriceEarnings, priceEarningsOnEarnings } from "../../utils/price-earnings";
 import { describeFundamentalMarketCap, selectMarketCapitalization } from "../../utils/market-capitalization";
@@ -29,14 +29,17 @@ import {
   getRegularSessionDisplay,
   marketStateLabel,
 } from "../../market-data/market/status";
+import type { FuturesContractTermsPayload } from "../../api-client/futures-curve";
+import { futuresContractLines, futuresSettleText, isFuturesInstrument, loadFuturesContractTerms } from "../../market-data/futures-contract";
 import type { AppConfig } from "../../types/config";
 import type { FinancialStatement, TickerFinancials } from "../../types/financials";
 import { computeTickerPriceReturns } from "../../market-data/ticker-price-returns";
+import { instrumentTypeLabel, isCryptoVenuePerpetual } from "../../tickers/instrument-kind";
 import type { SecFilingItem } from "../../types/data-provider";
 import type { NewsArticle } from "../../news/types";
 import type { TickerRecord } from "../../types/ticker";
 import type { CliCommandContext } from "../../types/plugin";
-import { getPortfolioPositionMetrics, getPortfolioQuoteDisplay, resolvePortfolioMarketValue, resolvePortfolioPositionPnl } from "../../plugins/builtin/portfolio-list/position-metrics";
+import { getPortfolioPositionMetrics, getPortfolioQuoteDisplay, resolvePortfolioMarketValue, resolvePortfolioPositionPnl } from "../../portfolio/position-metrics";
 import { createBaseConverter } from "../base-converter";
 import { initMarketData, withMarketData } from "../context";
 import { fail } from "../errors";
@@ -53,7 +56,9 @@ import {
 import { NotesFiles } from "../../plugins/builtin/notes/files";
 import { isKnownNonUsListing } from "../../utils/sec";
 import { canonicalExchange, exchangeLabel, isKnownExchangeCode } from "../../utils/exchanges";
-import { failIfNotTraded, ListingArgError, listingIdentity, resolveCliListing, type CliListing } from "../listing-arg";
+import {
+  failIfNotTraded, ListingArgError, listingChoiceNotes, listingIdentity, loadBareVenues, resolveCliListing, type CliListing,
+} from "../listing-arg";
 import { isNotATickerMessage } from "../not-a-ticker";
 import { sharesOutstandingInReceipts } from "../../utils/depositary-receipt";
 import { cliFreshnessFooter } from "../result";
@@ -74,6 +79,25 @@ interface TickerCommandDependencies {
   initMarketData?: () => Promise<MarketContext>;
   fail?: (message: string, details?: string) => never;
   printResult?: CliCommandContext["printResult"];
+  /** A futures symbol's contract terms and settlement; a failure leaves them out of the report. */
+  futuresContract?: (symbol: string) => Promise<FuturesContractTermsPayload | null>;
+}
+
+/**
+ * A futures symbol's contract terms and latest confirmed settlement. Any other
+ * symbol is not looked up, and a failed request leaves both out of the report.
+ */
+export async function cliFuturesContract(
+  symbol: string,
+  instrumentType: string | undefined,
+  load: (symbol: string) => Promise<FuturesContractTermsPayload | null> = loadFuturesContractTerms,
+): Promise<FuturesContractTermsPayload | null> {
+  return isFuturesInstrument(symbol, instrumentType) ? load(symbol).catch(() => null) : null;
+}
+
+/** The Contract block as `ticker` and `quote` print it; a contract past first notice is in the warning colour. */
+export function futuresContractMetrics(terms: FuturesContractTermsPayload, symbol: string): Array<[string, string]> {
+  return futuresContractLines(terms, symbol).map((line) => [line.label, line.warning ? cliStyles.warning(line.value) : line.value]);
 }
 
 function appendMetricSection(lines: string[], title: string, metrics: Array<[string, string]>) {
@@ -316,7 +340,7 @@ function fundamentalsMetrics(
     { label: "Forward P/E", ...multipleFigure(priceEarningsOnEarnings(fundamentals?.forwardPE, fundamentals?.forwardEps)) },
     { label: "PEG", ...multipleFigure(fundamentals?.pegRatio) },
     // The flows and EPS are one trailing-twelve-month block, the same twelve months for each line.
-    { label: "EPS (TTM)", ...reportedMoney(fundamentals?.eps, reportingCurrency, true) },
+    { label: "EPS (TTM)", ...reportedMoney(fundamentals?.eps, fundamentals?.epsCurrency?.trim() || reportingCurrency, true) },
     {
       label: `Dividend Yield${fundamentals?.dividendYieldBasis ? ` (${fundamentals.dividendYieldBasis})` : ""}`,
       ...percentFigure(fundamentals?.dividendYield, formatFractionPercentCell),
@@ -345,6 +369,26 @@ function metricLines(metrics: readonly FundamentalsMetric[]): Array<[string, str
   return metrics.map((metric) => [metric.label, metric.text]);
 }
 
+const TRAILING_MONEY_METRICS = new Set(["EPS (TTM)", "Revenue (TTM)", "Net Income (TTM)", "Operating Cash Flow (TTM)", "Free Cash Flow (TTM)"]);
+
+/**
+ * The unit notes under shown fundamentals: what a converted TTM block was converted from, an EPS in another
+ * currency than the amounts beside it, and what a P/E on such an EPS divides.
+ */
+function trailingConversionNotes(
+  fundamentals: TickerFinancials["fundamentals"],
+  metrics: readonly FundamentalsMetric[],
+  quoteCurrency: string | undefined,
+): string[] {
+  const shown = (label: string) => metrics.some((metric) => metric.label === label && metric.text !== "—");
+  const conversion = [...TRAILING_MONEY_METRICS].some(shown) ? ttmConversionNote(fundamentals) : undefined;
+  const eps = shown("EPS (TTM)") ? epsConversionNote(fundamentals) : undefined;
+  const priceEarnings = metrics.some((metric) => metric.label === "P/E (TTM)" && typeof metric.value === "number")
+    ? convertedPriceEarningsNote(fundamentals, quoteCurrency)
+    : undefined;
+  return [conversion, eps, priceEarnings].filter((note): note is string => !!note);
+}
+
 const VALUATION_METRICS = new Set(["Market Cap", "Enterprise Value", "P/E (TTM)", "Forward P/E", "PEG", "EPS (TTM)"]);
 
 type FundamentalsReportData = TickerFinancials & { symbol: string; exchange?: string };
@@ -381,8 +425,10 @@ export function renderFundamentalsReport(
   if (profileParts.length > 0) lines.push(cliStyles.muted(profileParts.join(METADATA_SEPARATOR)));
 
   const before = lines.length;
-  appendMetricSection(lines, view === "valuation" ? "Valuation" : "Fundamentals", metricLines(fundamentalsReportMetrics(financials, view)));
+  const metrics = fundamentalsReportMetrics(financials, view);
+  appendMetricSection(lines, view === "valuation" ? "Valuation" : "Fundamentals", metricLines(metrics));
   if (lines.length === before) lines.push("", cliStyles.muted(`No ${view} reported for ${financials.symbol}.`));
+  for (const note of trailingConversionNotes(financials.fundamentals, metrics, quote?.currency)) lines.push(cliStyles.muted(note));
   if (view === "fundamentals") appendTextSection(lines, "Description", profile?.description);
   return lines.join("\n");
 }
@@ -418,7 +464,9 @@ export function fundamentalsReportTables(
     tables,
     footer: reportFooterLines({
       freshness,
-      notes: metrics.length === 0 ? [`No ${view} reported for ${financials.symbol}.`] : [],
+      notes: metrics.length === 0
+        ? [`No ${view} reported for ${financials.symbol}.`]
+        : trailingConversionNotes(financials.fundamentals, metrics, financials.quote?.currency),
     }),
   };
 }
@@ -444,12 +492,16 @@ export async function buildTickerReport({
   toBase,
   notes,
   quoteNote,
+  listingNote,
   recentNews = [],
   recentSecFilings = [],
+  futuresContract = null,
 }: {
   symbol: string;
   /** The exchange the command named, as a canonical code. */
   listingExchange?: string;
+  /** A futures symbol's contract terms and latest confirmed settlement. */
+  futuresContract?: FuturesContractTermsPayload | null;
   tickerFile: TickerRecord | null;
   financials: TickerFinancials;
   config: AppConfig;
@@ -457,6 +509,8 @@ export async function buildTickerReport({
   notes?: string;
   /** Why there is no quote, when a source said; "Quote unavailable." otherwise. */
   quoteNote?: string;
+  /** "CAR = Avis Budget Group, NASDAQ (also XETRA, ASX)", for a bare symbol several companies list. */
+  listingNote?: string;
   recentNews?: NewsArticle[];
   recentSecFilings?: SecFilingItem[];
 }): Promise<string> {
@@ -483,10 +537,11 @@ export async function buildTickerReport({
   if (summaryParts.length > 0) {
     lines.push(cliStyles.muted(summaryParts.join(METADATA_SEPARATOR)));
   }
+  if (listingNote) lines.push(cliStyles.muted(listingNote));
 
-  const instrumentType = quote?.instrumentType?.trim()
+  const instrumentType = instrumentTypeLabel(quote?.instrumentType?.trim()
     || financials.quoteMetadata?.instrumentType?.trim()
-    || tickerFile?.metadata.assetCategory;
+    || tickerFile?.metadata.assetCategory, name, { detail: true });
   const metadataParts = [
     instrumentType ? `Type ${instrumentType}` : undefined,
     (tickerFile?.metadata.sector || profile?.sector) ? `Sector ${tickerFile?.metadata.sector || profile?.sector}` : undefined,
@@ -537,8 +592,12 @@ export async function buildTickerReport({
         extended.change,
       )
       : "—";
+    // A futures price is its latest trade; the exchange settlement is its own row, dated by its session.
     appendMetricSection(lines, "Quote", [
       ["Last", colorBySign(formatMarketPriceWithCurrency(session.price, quote.currency, quoteOptions), session.change)],
+      ...futuresContract
+        ? [["Settle", futuresSettleText(futuresContract, quote)] as [string, string]]
+        : [],
       ["Change", colorBySign(`${formatMarketChangeWithCurrency(session.change, quote.currency, quoteOptions, session.price)} (${formatPercentRaw(session.changePercent)})`, session.change)],
       ["Open", quote.open != null ? formatMarketPriceWithCurrency(quote.open, quote.currency, quoteOptions) : "—"],
       ["Day Range", quote.low != null || quote.high != null
@@ -548,17 +607,23 @@ export async function buildTickerReport({
         ? formatPriceRange(quote.low52w, quote.high52w, quote.currency, quoteOptions)
         : "—"],
       ["Bid / Ask", formatBidAsk(quote.bid, quote.ask, quote.bidSize, quote.askSize, quote.currency, quoteOptions)],
-      ["Volume", quote.volume != null ? formatNumber(quote.volume, 0) : "—"],
+      // A perpetual's price comes with no volume; its 0 means not reported, not no trades.
+      ["Volume", quote.volume != null && !(quote.volume === 0 && isCryptoVenuePerpetual(quote.instrumentType, quote.name))
+        ? formatNumber(quote.volume, 0) : "—"],
       ["Updated", formatTimestamp(quote.lastUpdated)],
     ]);
 
+    if (futuresContract) appendMetricSection(lines, "Contract", futuresContractMetrics(futuresContract, quote.symbol ?? symbol));
+
     appendMetricSection(lines, "Extended Hours", [
       [EXTENDED_SESSION_LABELS.PRE, extendedRow("PRE")],
       [EXTENDED_SESSION_LABELS.POST, extendedRow("POST")],
     ]);
   }
 
-  appendMetricSection(lines, "Fundamentals", metricLines(fundamentalsMetrics(quote, fundamentals, profile, { text: marketCapText }, priceReturns, fundamentalsCurrency(financials), { text: enterpriseValueText })));
+  const metrics = fundamentalsMetrics(quote, fundamentals, profile, { text: marketCapText }, priceReturns, fundamentalsCurrency(financials), { text: enterpriseValueText });
+  appendMetricSection(lines, "Fundamentals", metricLines(metrics));
+  for (const note of trailingConversionNotes(fundamentals, metrics, quote?.currency)) lines.push(cliStyles.muted(note));
 
   if (capitalization?.provenance.kind === "fundamentals") {
     lines.push(cliStyles.muted(`Market cap: ${describeFundamentalMarketCap(capitalization.provenance)}.`));
@@ -623,9 +688,11 @@ function buildTickerStructuredData({
   notes,
   recentNews,
   recentSecFilings,
+  futuresContract,
 }: {
   symbol: string;
   listing: CliListing;
+  futuresContract: FuturesContractTermsPayload | null;
   tickerFile: TickerRecord | null;
   financials: TickerFinancials;
   config: AppConfig;
@@ -657,6 +724,8 @@ function buildTickerStructuredData({
       lastUpdated: quote.lastUpdated ? new Date(quote.lastUpdated).toISOString() : "",
     } : null,
     quoteMetadata: financials.quoteMetadata,
+    // Only for futures: the contract the symbol prices, its terms and its latest confirmed settlement.
+    ...futuresContract ? { futuresContract } : {},
     ticker: tickerFile ? {
       ticker: tickerFile.metadata.ticker,
       name: tickerFile.metadata.name ?? "",
@@ -725,6 +794,8 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
     const tickerFile = listing.saved;
     const { symbol: requestSymbol, exchange } = listing.request;
     const toBase = createBaseConverter(dataProvider, config.baseCurrency);
+    // A bare symbol's venues load beside its research, to name the company it was read as when several list it.
+    const venues = loadBareVenues(listing, { store, dataProvider });
 
     let financials: TickerFinancials | null = null;
     try {
@@ -778,6 +849,7 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
         : Promise.resolve([]),
     ]);
 
+    const futuresContract = await cliFuturesContract(quote?.symbol ?? requestSymbol, quote?.instrumentType, dependencies.futuresContract);
     const notes = notesResult.status === "fulfilled" ? notesResult.value : "";
     const recentNews = newsResult.status === "fulfilled" ? newsResult.value : [];
     const recentSecFilings = secFilingsResult.status === "fulfilled" ? secFilingsResult.value : [];
@@ -785,10 +857,12 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
     // The quote is the feed in this report; without one, the fundamentals date it.
     const freshness = quote ? quotesFreshness([quote]) : fundamentalsFreshness(resolvedFinancials);
     const quoteNote = quote ? undefined : await quoteUnavailableNote(dataProvider, requestSymbol, exchange);
+    const [listingNote] = await listingChoiceNotes(listing, { store, dataProvider }, quote, venues);
     if (dependencies.printResult) {
+      const warnings = [listingNote, quoteNote].filter((note): note is string => !!note);
       dependencies.printResult({
         freshness,
-        warnings: quote ? undefined : [quoteNote!],
+        warnings: warnings.length > 0 ? warnings : undefined,
         data: buildTickerStructuredData({
           symbol: normalized,
           listing,
@@ -798,6 +872,7 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
           notes,
           recentNews,
           recentSecFilings,
+          futuresContract,
         }),
       });
       return;
@@ -812,8 +887,10 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
         toBase,
         notes,
         quoteNote,
+        listingNote,
         recentNews,
         recentSecFilings,
+        futuresContract,
     }));
     if (freshness) console.log(`\n${cliFreshnessFooter(freshness)}`);
   });

package/src/cli/context.ts

@@ -1,6 +1,7 @@
 import { join } from "path";
-import { existsSync } from "fs";
-import { getDataDir, loadConfig } from "../data/config/store";
+import { existsSync, readFileSync } from "fs";
+import { getDataDir, initDataDir, loadConfig } from "../data/config/store";
+import { getGloomberbDirs } from "../data/config/home";
 import { AppPersistence } from "../data/app-persistence";
 import { TickerRepository } from "../data/ticker-repository";
 import { AssetDataRouter } from "../sources/provider-router";
@@ -9,6 +10,7 @@ import type { PluginCapability } from "../capabilities";
 import type { AppConfig } from "../types/config";
 import type { GloomPlugin } from "../types/plugin";
 import { getLoadablePlugins } from "../plugins/catalog";
+import { standaloneSeriesInvoker } from "../series/standalone";
 import type { PluginRegistry } from "../plugins/registry";
 import type { LoadedExternalPlugin } from "../plugins/loader";
 import { fail } from "./errors";
@@ -59,13 +61,45 @@ export async function loadCliConfigIfAvailable(): Promise<AppConfig | null> {
   return loadConfig(dataDir);
 }
 
-export async function initConfigData(): Promise<ConfigContext> {
-  const dataDir = await getDataDir();
-  if (!dataDir || !existsSync(dataDir)) {
-    fail("No data directory configured.", "Run gloomberb once to initialize your local data.");
+function isUnreadableConfig(configFile: string): boolean {
+  try {
+    JSON.parse(readFileSync(configFile, "utf-8"));
+    return false;
+  } catch (error) {
+    return (error as NodeJS.ErrnoException).code !== "ENOENT";
   }
+}
+
+/** The data folder this profile uses, whether or not anything has created it yet. Never writes. */
+export async function resolveCliDataDir(): Promise<string> {
+  return await getDataDir() ?? getGloomberbDirs().data;
+}
 
-  const config = await loadConfig(dataDir);
+/**
+ * The data folder and config a command works with. The first command on a new
+ * profile creates them with the same `initDataDir` a first launch of the
+ * terminal or desktop app runs, so the CLI works before the app was ever
+ * opened. That config leaves onboarding unfinished, so the app's first launch
+ * still walks through it.
+ *
+ * A config.json that is there but does not parse would be replaced with
+ * defaults by that, so the command fails instead and leaves it for the user.
+ */
+async function openCliDataDir(): Promise<{ dataDir: string; config: AppConfig; created: boolean }> {
+  const recorded = await getDataDir();
+  if (recorded && existsSync(recorded)) {
+    return { dataDir: recorded, config: await loadConfig(recorded), created: false };
+  }
+  const { configFile, data } = getGloomberbDirs();
+  if (!recorded && isUnreadableConfig(configFile)) {
+    fail(`Could not read ${configFile}.`, "Fix the file or move it aside; the next command creates a fresh one.");
+  }
+  const dataDir = recorded ?? data;
+  return { dataDir, config: await initDataDir(dataDir), created: true };
+}
+
+export async function initConfigData(): Promise<ConfigContext> {
+  const { dataDir, config } = await openCliDataDir();
   const persistence = new AppPersistence(join(dataDir, ".gloomberb-cache.db"));
   const store = new TickerRepository(persistence.tickers);
   return { config, persistence, store, dataDir };
@@ -83,16 +117,12 @@ export async function initMarketData(options: CliContextOptions = {}): Promise<M
   dataProvider.attachRegistry(registryAdapter as PluginRegistry);
   dataProvider.setConfigAccessor(() => context.config);
   dataProvider.setBackgroundRevalidation(false);
-  return { ...context, dataProvider };
+  const seriesCapabilities = standaloneSeriesInvoker(plugins, context.dataDir, context.config.disabledPlugins);
+  return { ...context, dataProvider, seriesCapabilities };
 }
 
 export async function initCliServices(options: CliServicesOptions = {}) {
-  const dataDir = await getDataDir();
-  if (!dataDir || !existsSync(dataDir)) {
-    fail("No data directory configured.", "Run gloomberb once to initialize your local data.");
-  }
-
-  const config = await loadConfig(dataDir);
+  const { dataDir, config, created } = await openCliDataDir();
   const services = createAppServices({
     config,
     plugins: getLoadablePlugins(options.externalPlugins ?? []),
@@ -104,6 +134,7 @@ export async function initCliServices(options: CliServicesOptions = {}) {
   return {
     config,
     dataDir,
+    createdDataDir: created,
     services,
     dataProvider: services.providerRouter,
     persistence: services.persistence,