gloomberb 0.16.4 → 0.16.5

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (554) hide show
  1. package/README.md +14 -91
  2. package/package.json +4 -1
  3. package/src/{plugins/builtin/cloud → account}/auth-form.tsx +9 -9
  4. package/src/{plugins/builtin/cloud → account}/auth-model.ts +4 -4
  5. package/src/account/billing.ts +57 -0
  6. package/src/{plugins/builtin/cloud → account}/device-signin-dialog.tsx +18 -12
  7. package/src/{plugins/builtin/cloud → account}/device-signin.ts +2 -2
  8. package/src/{plugins/builtin/cloud → account}/email-auth-attempt.ts +2 -2
  9. package/src/account/session.ts +16 -0
  10. package/src/{plugins/builtin/cloud → account}/upgrade-dialog.tsx +16 -15
  11. package/src/{plugins/builtin/cloud → account}/upgrade-personalization.ts +7 -7
  12. package/src/{plugins/builtin/cloud → account}/upgrade-tickers.ts +6 -6
  13. package/src/{plugins/builtin/cloud → account}/verification-panel.tsx +6 -6
  14. package/src/api-client/data.ts +24 -2
  15. package/src/api-client/earnings.ts +6 -0
  16. package/src/api-client/futures-curve.ts +56 -0
  17. package/src/api-client/index.ts +4 -1
  18. package/src/api-client/market-discovery.ts +10 -1
  19. package/src/api-client/paths.ts +7 -0
  20. package/src/api-client/research-activity.ts +15 -10
  21. package/src/api-client/types.ts +17 -1
  22. package/src/api-client/yield-curves.ts +8 -0
  23. package/src/app/global-shortcuts.ts +15 -1
  24. package/src/app/pane-runtime/ticker-open-runtime.ts +7 -3
  25. package/src/architecture/core-builtin-allowlist.json +4 -13
  26. package/src/brokers/signed-in/sign-in-dialog.tsx +11 -5
  27. package/src/capabilities/chart-series.ts +11 -1
  28. package/src/cli/commands/crypto-hints.ts +7 -0
  29. package/src/cli/commands/fred-series.ts +61 -0
  30. package/src/cli/commands/market.ts +407 -104
  31. package/src/cli/commands/news-hints.ts +62 -0
  32. package/src/cli/commands/news-search.ts +53 -0
  33. package/src/cli/commands/options-leaps.ts +5 -2
  34. package/src/cli/commands/overview.ts +93 -20
  35. package/src/cli/commands/remote.ts +2 -1
  36. package/src/cli/commands/search.ts +82 -9
  37. package/src/cli/commands/system.ts +55 -8
  38. package/src/cli/commands/ticker.ts +88 -11
  39. package/src/cli/context.ts +45 -14
  40. package/src/cli/desktop-pane-shot.ts +59 -7
  41. package/src/cli/earnings-calendar.ts +71 -0
  42. package/src/cli/freshness.ts +18 -7
  43. package/src/cli/glossary.ts +429 -0
  44. package/src/cli/history-rows.ts +48 -7
  45. package/src/cli/index-roots.ts +7 -0
  46. package/src/cli/index.ts +21 -7
  47. package/src/cli/known-gaps.ts +27 -0
  48. package/src/cli/listing-arg.ts +417 -56
  49. package/src/cli/not-a-ticker.ts +12 -5
  50. package/src/cli/pane-functions/access-gate.ts +5 -0
  51. package/src/cli/pane-functions/capabilities.ts +3 -2
  52. package/src/cli/pane-functions/catalog.ts +35 -5
  53. package/src/cli/pane-functions/data.ts +12 -8
  54. package/src/cli/pane-functions/discovery.ts +1 -0
  55. package/src/cli/pane-functions/dom.ts +20 -6
  56. package/src/cli/pane-functions/freshness.ts +363 -43
  57. package/src/cli/pane-functions/function-help.ts +12 -5
  58. package/src/cli/pane-functions/headless.ts +45 -17
  59. package/src/cli/pane-functions/index.ts +63 -10
  60. package/src/cli/pane-functions/market-session.ts +22 -8
  61. package/src/cli/pane-functions/options.ts +63 -22
  62. package/src/cli/pane-functions/report-notices.ts +25 -7
  63. package/src/cli/pane-functions/report.ts +15 -8
  64. package/src/cli/pane-functions/resolver.ts +49 -12
  65. package/src/cli/pane-functions/screenshot.ts +110 -23
  66. package/src/cli/report-tables.ts +3 -0
  67. package/src/cli/result.ts +4 -1
  68. package/src/cli/staged-tickers.ts +52 -0
  69. package/src/cli/symbol-args.ts +9 -0
  70. package/src/cli/symbol-list.ts +172 -0
  71. package/src/cli/ticker-resolution.ts +223 -30
  72. package/src/cli/types.ts +5 -0
  73. package/src/components/chart/composite/axis-overlays.tsx +6 -2
  74. package/src/components/chart/composite/composite-chart.tsx +40 -6
  75. package/src/components/chart/composite/legend.tsx +49 -2
  76. package/src/components/chart/composite/panel-surface.tsx +44 -17
  77. package/src/components/chart/composite/price-axis-labels.tsx +3 -1
  78. package/src/components/command-bar/panel/index.tsx +11 -3
  79. package/src/components/command-bar/panel/runtime.ts +3 -0
  80. package/src/components/command-bar/panel/types.ts +2 -0
  81. package/src/components/command-bar/routes/root/provider-search.ts +4 -3
  82. package/src/components/command-bar/routes/ticker-search/results.ts +12 -11
  83. package/src/components/command-bar/routes/ticker-search/route.ts +4 -3
  84. package/src/components/command-bar/workflow/tickers.ts +23 -4
  85. package/src/components/layout/detached-pane-shell.tsx +9 -0
  86. package/src/components/layout/floating-pane.tsx +3 -0
  87. package/src/components/layout/header.tsx +20 -5
  88. package/src/components/layout/pane/content.tsx +7 -13
  89. package/src/components/layout/pane/footer/index.tsx +6 -2
  90. package/src/components/layout/pane/footer/model.ts +35 -1
  91. package/src/components/layout/pane/header.tsx +24 -1
  92. package/src/components/layout/pane/index.tsx +12 -2
  93. package/src/components/layout/pane/sidebar.tsx +78 -10
  94. package/src/components/layout/shell/active-drag.ts +21 -5
  95. package/src/components/layout/shell/drag/index.ts +39 -9
  96. package/src/components/layout/shell/drag/live.ts +61 -51
  97. package/src/components/layout/shell/drag/runtime.ts +54 -12
  98. package/src/components/layout/shell/index.tsx +25 -7
  99. package/src/components/layout/shell/menu.ts +5 -0
  100. package/src/components/layout/shell/native/pointer-runtime.ts +3 -1
  101. package/src/components/layout/shell/pane/layers.tsx +192 -45
  102. package/src/components/layout/shell/terminal-pointer-runtime.ts +24 -0
  103. package/src/components/markdown-text.tsx +62 -20
  104. package/src/components/metric-treemap/heat-surface.tsx +10 -1
  105. package/src/components/onboarding/account-step/form-panel.tsx +1 -1
  106. package/src/components/onboarding/account-step/index.tsx +1 -1
  107. package/src/components/onboarding/account-step/qr-panel.tsx +1 -1
  108. package/src/components/onboarding/account-step/signed-in-panel.tsx +1 -1
  109. package/src/components/onboarding/onboarding-keyboard.ts +1 -1
  110. package/src/components/onboarding/onboarding-wizard.tsx +2 -2
  111. package/src/components/onboarding/use-onboarding-upgrade.ts +3 -3
  112. package/src/components/onboarding/wizard-account.ts +2 -2
  113. package/src/components/pane-template-wizard.tsx +9 -1
  114. package/src/components/price-selector-dialog.tsx +11 -2
  115. package/src/components/sign-in-gate.tsx +3 -3
  116. package/src/components/ticker/list-table-view.tsx +24 -1
  117. package/src/components/ui/action-row.tsx +2 -1
  118. package/src/components/ui/button.tsx +7 -1
  119. package/src/components/ui/choice-dialog.tsx +6 -4
  120. package/src/components/ui/confirm-dialog.tsx +28 -18
  121. package/src/components/ui/data-table/index.tsx +17 -6
  122. package/src/components/ui/data-table/opentui/index.tsx +37 -6
  123. package/src/components/ui/data-table/types.ts +12 -0
  124. package/src/components/ui/dialog-actions.tsx +64 -0
  125. package/src/components/ui/display.tsx +17 -3
  126. package/src/components/ui/frame.tsx +35 -2
  127. package/src/components/ui/icon.tsx +2 -0
  128. package/src/components/ui/text-prompt-dialog.tsx +11 -9
  129. package/src/data/cached-query.ts +2 -0
  130. package/src/data/config/store/normalize.ts +7 -2
  131. package/src/data/ticker-repository.ts +5 -0
  132. package/src/data/ticker-store.ts +15 -0
  133. package/src/docs/content.ts +215 -0
  134. package/src/docs/load.ts +139 -0
  135. package/src/docs/requests.ts +39 -0
  136. package/src/docs/snapshot.chunk.ts +8 -0
  137. package/src/docs/snapshot.json +7416 -0
  138. package/src/docs/topics.ts +216 -0
  139. package/src/i18n/es.ts +61 -4
  140. package/src/i18n/ja.ts +61 -4
  141. package/src/i18n/ko.ts +61 -4
  142. package/src/i18n/zh-cn.ts +61 -4
  143. package/src/i18n/zh-tw.ts +61 -4
  144. package/src/layout/desks.ts +1 -1
  145. package/src/layout/pane-manager/dock-tree.ts +18 -0
  146. package/src/layout/pane-manager/index.ts +1 -0
  147. package/src/market-data/coordinator/chart.ts +10 -4
  148. package/src/market-data/coordinator/index.ts +6 -3
  149. package/src/{plugins/builtin/futures/contracts.ts → market-data/futures-board.ts} +81 -28
  150. package/src/market-data/futures-contract.ts +151 -0
  151. package/src/market-data/hooks.tsx +10 -2
  152. package/src/market-data/market/format.ts +39 -21
  153. package/src/market-data/market/freshness.ts +81 -18
  154. package/src/market-data/market/status.ts +19 -23
  155. package/src/market-data/published-apac-sessions.ts +23 -1
  156. package/src/market-data/quotes/contributions.ts +3 -0
  157. package/src/market-data/quotes/metadata.ts +7 -24
  158. package/src/market-data/quotes/resolution.ts +2 -0
  159. package/src/market-data/quotes/screener-live-quotes.ts +5 -4
  160. package/src/market-data/result-types.ts +2 -0
  161. package/src/plugins/builtin/account-management/model.ts +1 -56
  162. package/src/plugins/builtin/account-management/pane.tsx +6 -4
  163. package/src/plugins/builtin/account-management/password-dialog.tsx +1 -1
  164. package/src/plugins/builtin/alerts/cli.ts +313 -47
  165. package/src/plugins/builtin/alerts/events-pane.tsx +45 -7
  166. package/src/plugins/builtin/alerts/events.ts +23 -2
  167. package/src/plugins/builtin/alerts/history-pane.tsx +7 -2
  168. package/src/plugins/builtin/alerts/history.ts +2 -0
  169. package/src/plugins/builtin/alerts/index.tsx +41 -9
  170. package/src/plugins/builtin/alerts/pane.tsx +8 -0
  171. package/src/plugins/builtin/alerts/research-builder.ts +8 -3
  172. package/src/plugins/builtin/alerts/research-rules.ts +18 -2
  173. package/src/plugins/builtin/alerts/scheduled-check.ts +122 -0
  174. package/src/plugins/builtin/alerts/scheduled-sources.ts +25 -0
  175. package/src/plugins/builtin/alerts/scheduled.ts +254 -0
  176. package/src/plugins/builtin/alerts/targets.ts +92 -0
  177. package/src/plugins/builtin/analytics/index.tsx +4 -2
  178. package/src/plugins/builtin/analytics/risk-headless.ts +30 -12
  179. package/src/plugins/builtin/analytics/risk-math.ts +91 -27
  180. package/src/plugins/builtin/analytics/risk-model.ts +35 -5
  181. package/src/plugins/builtin/analytics/risk-pane.tsx +15 -8
  182. package/src/plugins/builtin/attention/index.tsx +2 -0
  183. package/src/plugins/builtin/attention/pane.tsx +3 -1
  184. package/src/plugins/builtin/attention/series.ts +26 -0
  185. package/src/plugins/builtin/awards/index.tsx +2 -0
  186. package/src/plugins/builtin/awards/pane.tsx +3 -1
  187. package/src/plugins/builtin/awards/series.ts +29 -0
  188. package/src/plugins/builtin/bond-calculator/model.ts +2 -1
  189. package/src/plugins/builtin/catalysts/pane.tsx +3 -1
  190. package/src/plugins/builtin/cds/client.ts +70 -13
  191. package/src/plugins/builtin/cds/headless.ts +116 -19
  192. package/src/plugins/builtin/cds/index.tsx +3 -1
  193. package/src/plugins/builtin/cds/model.ts +193 -31
  194. package/src/plugins/builtin/cds/pane.tsx +56 -14
  195. package/src/plugins/builtin/cds/series.ts +19 -0
  196. package/src/plugins/builtin/central-bank-rates/index.tsx +2 -0
  197. package/src/plugins/builtin/central-bank-rates/series.ts +42 -0
  198. package/src/plugins/builtin/chart-composer/catalog-inventory.ts +192 -255
  199. package/src/plugins/builtin/chart-composer/data-catalog-pane.tsx +84 -46
  200. package/src/plugins/builtin/chart-composer/editor.tsx +5 -4
  201. package/src/plugins/builtin/chart-composer/field-series.ts +40 -0
  202. package/src/plugins/builtin/chart-composer/headless.ts +8 -3
  203. package/src/plugins/builtin/chart-composer/index.tsx +9 -2
  204. package/src/plugins/builtin/chart-composer/series-catalog.ts +58 -50
  205. package/src/plugins/builtin/chart-composer/series-expression.ts +18 -10
  206. package/src/plugins/builtin/chart-composer/use-series-catalog.ts +59 -3
  207. package/src/plugins/builtin/chart-composer/user-series.ts +84 -0
  208. package/src/plugins/builtin/chat/content/new-dm-dialog.tsx +10 -2
  209. package/src/plugins/builtin/chat/controller/index.ts +2 -0
  210. package/src/plugins/builtin/cloud/askg/controller.ts +111 -19
  211. package/src/plugins/builtin/cloud/askg/executor.ts +57 -3
  212. package/src/plugins/builtin/cloud/askg/manifest.ts +32 -7
  213. package/src/plugins/builtin/cloud/askg/model.ts +27 -8
  214. package/src/plugins/builtin/cloud/askg/protocol.ts +10 -1
  215. package/src/plugins/builtin/cloud/askg/tool-display.ts +3 -0
  216. package/src/plugins/builtin/cloud/askg/undo.ts +2 -0
  217. package/src/plugins/builtin/cloud/auth-actions.tsx +1 -1
  218. package/src/plugins/builtin/cloud/auth-commands.ts +1 -1
  219. package/src/plugins/builtin/cloud/auth-dialog.tsx +3 -3
  220. package/src/plugins/builtin/cloud/company-picker.tsx +1 -1
  221. package/src/plugins/builtin/cloud/mcp-connect/dialog.tsx +3 -0
  222. package/src/plugins/builtin/cloud/terminal-relay/engine.ts +77 -9
  223. package/src/plugins/builtin/cloud/terminal-relay/manifest.ts +6 -1
  224. package/src/plugins/builtin/cloud/terminal-relay/policy.ts +9 -0
  225. package/src/plugins/builtin/cloud/terminal-relay/prompts.tsx +35 -11
  226. package/src/plugins/builtin/cloud/thesis/exposure.ts +1 -1
  227. package/src/plugins/builtin/cloud/thesis/prompts.tsx +2 -1
  228. package/src/plugins/builtin/company-attention/app-rank.tsx +1 -1
  229. package/src/plugins/builtin/company-attention/headless.ts +19 -5
  230. package/src/plugins/builtin/company-attention/index.tsx +2 -0
  231. package/src/plugins/builtin/company-attention/model.ts +26 -7
  232. package/src/plugins/builtin/company-attention/pane.tsx +12 -9
  233. package/src/plugins/builtin/company-attention/series.ts +52 -0
  234. package/src/plugins/builtin/company-kpis/pane.tsx +4 -2
  235. package/src/plugins/builtin/composite-plugins.ts +19 -13
  236. package/src/plugins/builtin/cot/index.tsx +3 -1
  237. package/src/plugins/builtin/cot/model.ts +40 -11
  238. package/src/plugins/builtin/cot/series.ts +27 -0
  239. package/src/plugins/builtin/credit-boards/index.tsx +2 -0
  240. package/src/plugins/builtin/credit-boards/series.ts +66 -0
  241. package/src/plugins/builtin/credit-conditions/index.tsx +2 -0
  242. package/src/plugins/builtin/credit-conditions/series.ts +26 -0
  243. package/src/plugins/builtin/credit-documents/headless.ts +31 -1
  244. package/src/plugins/builtin/credit-documents/pane.tsx +3 -1
  245. package/src/plugins/builtin/crypto-board/headless.ts +2 -3
  246. package/src/plugins/builtin/crypto-board/index.tsx +2 -0
  247. package/src/plugins/builtin/crypto-board/model.ts +12 -0
  248. package/src/plugins/builtin/crypto-board/pane.tsx +19 -12
  249. package/src/plugins/builtin/crypto-board/series.ts +48 -0
  250. package/src/plugins/builtin/custom-view/live-quotes.ts +2 -2
  251. package/src/plugins/builtin/debt-maturities/index.tsx +2 -0
  252. package/src/plugins/builtin/debt-maturities/series.ts +45 -0
  253. package/src/plugins/builtin/dividend-yield/headless.ts +2 -2
  254. package/src/plugins/builtin/dividend-yield/index.tsx +2 -0
  255. package/src/plugins/builtin/dividend-yield/series.ts +20 -0
  256. package/src/plugins/builtin/docs/blocks.tsx +181 -0
  257. package/src/plugins/builtin/docs/index.tsx +68 -0
  258. package/src/plugins/builtin/docs/pane.tsx +426 -0
  259. package/src/plugins/builtin/docs/targets.ts +72 -0
  260. package/src/plugins/builtin/docs/use-docs.ts +60 -0
  261. package/src/plugins/builtin/doe/index.tsx +2 -0
  262. package/src/plugins/builtin/doe/series.ts +62 -0
  263. package/src/plugins/builtin/earnings/client.ts +3 -2
  264. package/src/plugins/builtin/earnings/format.ts +1 -5
  265. package/src/plugins/builtin/earnings/headless.ts +58 -6
  266. package/src/plugins/builtin/earnings/history-model.ts +15 -1
  267. package/src/plugins/builtin/earnings/history-table.ts +13 -2
  268. package/src/plugins/builtin/earnings/history.tsx +7 -3
  269. package/src/plugins/builtin/econ/fred-catalog.ts +189 -0
  270. package/src/plugins/builtin/econ/fred-series-map.ts +0 -46
  271. package/src/plugins/builtin/econ/index.tsx +2 -0
  272. package/src/plugins/builtin/econ-statistics/defs.ts +5 -0
  273. package/src/plugins/builtin/econ-statistics/headless.ts +19 -4
  274. package/src/plugins/builtin/econ-statistics/stats.ts +1 -0
  275. package/src/plugins/builtin/equity-screener/pane.tsx +4 -11
  276. package/src/plugins/builtin/exposure/holdings.ts +1 -1
  277. package/src/plugins/builtin/exposure/pane.tsx +3 -1
  278. package/src/plugins/builtin/fear-greed/index.tsx +4 -0
  279. package/src/plugins/builtin/fear-greed/series.ts +52 -0
  280. package/src/plugins/builtin/futures/index.tsx +43 -3
  281. package/src/plugins/builtin/futures/model.ts +1 -1
  282. package/src/plugins/builtin/futures/returns.ts +1 -1
  283. package/src/plugins/builtin/futures/series.ts +13 -0
  284. package/src/plugins/builtin/futures/table.tsx +1 -1
  285. package/src/plugins/builtin/futures/use-front-returns.ts +1 -1
  286. package/src/plugins/builtin/futures-curve/client.ts +12 -3
  287. package/src/plugins/builtin/futures-curve/headless.ts +70 -9
  288. package/src/plugins/builtin/futures-curve/index.tsx +1 -1
  289. package/src/plugins/builtin/futures-curve/model.ts +66 -11
  290. package/src/plugins/builtin/futures-curve/pane.tsx +52 -18
  291. package/src/plugins/builtin/fx-matrix/index.tsx +1 -1
  292. package/src/plugins/builtin/gpu/board.tsx +13 -10
  293. package/src/plugins/builtin/gpu/changes.tsx +4 -4
  294. package/src/plugins/builtin/gpu/client.ts +19 -1
  295. package/src/plugins/builtin/gpu/equities.tsx +14 -10
  296. package/src/plugins/builtin/gpu/headless.ts +56 -25
  297. package/src/plugins/builtin/gpu/history.tsx +3 -3
  298. package/src/plugins/builtin/gpu/index.tsx +2 -0
  299. package/src/plugins/builtin/gpu/model.ts +101 -16
  300. package/src/plugins/builtin/gpu/pane.tsx +28 -12
  301. package/src/plugins/builtin/gpu/series.ts +38 -0
  302. package/src/plugins/builtin/help/function-card.tsx +25 -6
  303. package/src/plugins/builtin/help/index.tsx +17 -8
  304. package/src/plugins/builtin/holders/beneficial-model.ts +90 -3
  305. package/src/plugins/builtin/holders/beneficial-report.ts +57 -5
  306. package/src/plugins/builtin/holders/beneficial-view.tsx +55 -11
  307. package/src/plugins/builtin/holders/client.ts +22 -3
  308. package/src/plugins/builtin/holders/format.ts +18 -3
  309. package/src/plugins/builtin/holders/headless.ts +36 -133
  310. package/src/plugins/builtin/holders/pane.tsx +11 -4
  311. package/src/plugins/builtin/holders/report-header.ts +40 -5
  312. package/src/plugins/builtin/holders/report-rows.ts +240 -0
  313. package/src/plugins/builtin/insider/client.ts +35 -20
  314. package/src/plugins/builtin/insider/headless.ts +41 -11
  315. package/src/plugins/builtin/insider/index.tsx +26 -9
  316. package/src/plugins/builtin/insider/insider-data.ts +10 -0
  317. package/src/plugins/builtin/insider/issuer.ts +49 -0
  318. package/src/plugins/builtin/insider/model.ts +3 -0
  319. package/src/plugins/builtin/iv-history/client.ts +14 -4
  320. package/src/plugins/builtin/iv-history/headless.ts +7 -4
  321. package/src/plugins/builtin/iv-history/index.tsx +2 -0
  322. package/src/plugins/builtin/iv-history/model.ts +111 -7
  323. package/src/plugins/builtin/iv-history/screen-pane.tsx +5 -9
  324. package/src/plugins/builtin/iv-history/series.ts +29 -0
  325. package/src/plugins/builtin/jobs/headless.ts +28 -3
  326. package/src/plugins/builtin/jobs/index.tsx +3 -1
  327. package/src/plugins/builtin/jobs/series.ts +19 -0
  328. package/src/plugins/builtin/kelly-sizer/pane.tsx +2 -1
  329. package/src/plugins/builtin/kelly-sizer/portfolio.ts +0 -39
  330. package/src/plugins/builtin/macro-day/client.ts +44 -3
  331. package/src/plugins/builtin/macro-day/headless.ts +13 -10
  332. package/src/plugins/builtin/macro-day/model.ts +56 -10
  333. package/src/plugins/builtin/macro-day/pane.tsx +30 -20
  334. package/src/plugins/builtin/market-heatmap/model.ts +19 -11
  335. package/src/plugins/builtin/market-heatmap/portfolio.ts +2 -2
  336. package/src/plugins/builtin/market-movers/client.ts +7 -5
  337. package/src/plugins/builtin/market-movers/index.tsx +3 -2
  338. package/src/plugins/builtin/market-movers/model.ts +30 -0
  339. package/src/plugins/builtin/market-movers/screener.ts +31 -0
  340. package/src/plugins/builtin/market-valuation/chart-series.ts +29 -69
  341. package/src/plugins/builtin/market-valuation/index.tsx +3 -3
  342. package/src/plugins/builtin/market-valuation/indicators.ts +0 -5
  343. package/src/plugins/builtin/members/headless.ts +7 -2
  344. package/src/plugins/builtin/members/model.ts +31 -3
  345. package/src/plugins/builtin/members/pane.tsx +3 -6
  346. package/src/plugins/builtin/mna/headless.ts +15 -3
  347. package/src/plugins/builtin/money-markets/index.tsx +2 -0
  348. package/src/plugins/builtin/money-markets/series.ts +41 -0
  349. package/src/plugins/builtin/notes/cli.ts +12 -7
  350. package/src/plugins/builtin/options/view.tsx +1 -1
  351. package/src/plugins/builtin/options-calculator/inputs.ts +2 -1
  352. package/src/plugins/builtin/options-positioning/client.ts +7 -3
  353. package/src/plugins/builtin/options-positioning/headless.ts +1 -0
  354. package/src/plugins/builtin/options-positioning/pane.tsx +2 -2
  355. package/src/plugins/builtin/options-scenario/client.ts +2 -1
  356. package/src/plugins/builtin/options-scenario/headless.ts +1 -0
  357. package/src/plugins/builtin/options-scenario/hedge.ts +2 -1
  358. package/src/plugins/builtin/perps/client.ts +40 -6
  359. package/src/plugins/builtin/perps/equity-row.tsx +33 -11
  360. package/src/plugins/builtin/perps/freshness.ts +66 -0
  361. package/src/plugins/builtin/perps/headless.ts +45 -30
  362. package/src/plugins/builtin/perps/index.tsx +18 -1
  363. package/src/plugins/builtin/perps/model.ts +20 -5
  364. package/src/plugins/builtin/perps/pane.tsx +76 -20
  365. package/src/plugins/builtin/perps/series.ts +76 -0
  366. package/src/plugins/builtin/plugin-marketplace/pane.tsx +67 -61
  367. package/src/plugins/builtin/plugin-module.ts +3 -0
  368. package/src/plugins/builtin/portfolio-list/account-metrics.ts +1 -1
  369. package/src/plugins/builtin/portfolio-list/cli/bulk-symbols.ts +273 -0
  370. package/src/plugins/builtin/portfolio-list/cli/import-13f.ts +109 -0
  371. package/src/plugins/builtin/portfolio-list/cli/portfolio-command.ts +331 -65
  372. package/src/plugins/builtin/portfolio-list/cli/render.ts +200 -31
  373. package/src/plugins/builtin/portfolio-list/cli/shared.ts +24 -0
  374. package/src/plugins/builtin/portfolio-list/cli/watchlist-command.ts +120 -47
  375. package/src/plugins/builtin/portfolio-list/column-values.ts +1 -1
  376. package/src/plugins/builtin/portfolio-list/grid.tsx +1 -1
  377. package/src/plugins/builtin/portfolio-list/headless.ts +34 -4
  378. package/src/plugins/builtin/portfolio-list/imported-from.ts +8 -0
  379. package/src/plugins/builtin/portfolio-list/live-valuation.ts +6 -2
  380. package/src/plugins/builtin/portfolio-list/pane/index.tsx +6 -1
  381. package/src/plugins/builtin/portfolio-list/quick-add/index.tsx +17 -1
  382. package/src/plugins/builtin/portfolio-list/summary/totals.ts +1 -1
  383. package/src/plugins/builtin/portfolio-list/table.tsx +7 -1
  384. package/src/plugins/builtin/power/client.ts +16 -0
  385. package/src/plugins/builtin/power/evidence.ts +6 -2
  386. package/src/plugins/builtin/power/headless.ts +71 -7
  387. package/src/plugins/builtin/power/index.tsx +4 -1
  388. package/src/plugins/builtin/power/model.ts +72 -1
  389. package/src/plugins/builtin/power/pane.tsx +32 -9
  390. package/src/plugins/builtin/rate-path/headless.ts +11 -3
  391. package/src/plugins/builtin/realized-vol/headless.ts +5 -0
  392. package/src/plugins/builtin/research/corporate-actions-pane.tsx +5 -2
  393. package/src/plugins/builtin/research/event-model.ts +68 -24
  394. package/src/plugins/builtin/research/events-headless.ts +2 -1
  395. package/src/plugins/builtin/research/headless.ts +2 -1
  396. package/src/plugins/builtin/seasonality/client.ts +15 -7
  397. package/src/plugins/builtin/seasonality/headless.ts +36 -12
  398. package/src/plugins/builtin/seasonality/index.tsx +2 -2
  399. package/src/plugins/builtin/seasonality/model.ts +119 -0
  400. package/src/plugins/builtin/seasonality/pane.tsx +108 -37
  401. package/src/plugins/builtin/series-inventory.ts +91 -0
  402. package/src/plugins/builtin/shared/cloud-upgrade.ts +1 -1
  403. package/src/plugins/builtin/shared/command-tab.ts +30 -12
  404. package/src/plugins/builtin/shared/earnings-report.ts +55 -0
  405. package/src/plugins/builtin/shared/fred-points.ts +20 -0
  406. package/src/plugins/builtin/shared/fx-rate-freshness.ts +101 -0
  407. package/src/plugins/builtin/shared/open-description.ts +29 -0
  408. package/src/plugins/builtin/shared/report-freshness.ts +9 -0
  409. package/src/plugins/builtin/shared/series-warning.ts +5 -0
  410. package/src/plugins/builtin/short-interest/headless.ts +1 -0
  411. package/src/plugins/builtin/short-interest/index.tsx +2 -0
  412. package/src/plugins/builtin/short-interest/series.ts +36 -0
  413. package/src/plugins/builtin/short-interest/watch-headless.ts +1 -0
  414. package/src/plugins/builtin/short-interest/watch-model.ts +9 -5
  415. package/src/plugins/builtin/short-volume/headless.ts +1 -0
  416. package/src/plugins/builtin/short-volume/index.tsx +2 -0
  417. package/src/plugins/builtin/short-volume/series.ts +23 -0
  418. package/src/plugins/builtin/social-mentions/index.tsx +2 -0
  419. package/src/plugins/builtin/social-mentions/series.ts +23 -0
  420. package/src/plugins/builtin/supply-chain/graph-pane.tsx +3 -2
  421. package/src/plugins/builtin/supply-chain/pane.tsx +3 -1
  422. package/src/plugins/builtin/thirteenf/api.ts +1 -0
  423. package/src/plugins/builtin/thirteenf/data.ts +6 -4
  424. package/src/plugins/builtin/thirteenf/headless.ts +217 -36
  425. package/src/plugins/builtin/thirteenf/model.ts +39 -1
  426. package/src/plugins/builtin/thirteenf/overlap.ts +75 -0
  427. package/src/plugins/builtin/thirteenf/pane.tsx +10 -1
  428. package/src/plugins/builtin/thirteenf/report-notes.ts +103 -1
  429. package/src/plugins/builtin/thirteenf/types.ts +2 -0
  430. package/src/plugins/builtin/ticker-detail/index.tsx +3 -0
  431. package/src/plugins/builtin/ticker-detail/overview/components.tsx +1 -1
  432. package/src/plugins/builtin/ticker-detail/overview/futures-contract.ts +31 -0
  433. package/src/plugins/builtin/ticker-detail/overview/model.ts +3 -3
  434. package/src/plugins/builtin/ticker-detail/overview/pane.tsx +2 -1
  435. package/src/plugins/builtin/ticker-detail/overview-tab.tsx +48 -4
  436. package/src/plugins/builtin/ticker-detail/quote-monitor/index.tsx +13 -3
  437. package/src/plugins/builtin/time-sales/headless.ts +1 -0
  438. package/src/plugins/builtin/treasury-auctions/headless.ts +16 -2
  439. package/src/plugins/builtin/treasury-auctions/index.tsx +1 -0
  440. package/src/plugins/builtin/treasury-auctions/model.ts +8 -0
  441. package/src/plugins/builtin/vol-surface/headless.ts +1 -0
  442. package/src/plugins/builtin/volatility/index.tsx +2 -0
  443. package/src/plugins/builtin/volatility/series.ts +84 -0
  444. package/src/plugins/builtin/world-venue-map/geo-series.ts +26 -1
  445. package/src/plugins/builtin/world-venue-map/headless.ts +4 -1
  446. package/src/plugins/builtin/world-venue-map/index.ts +2 -1
  447. package/src/plugins/builtin/world-venue-map/layered-pane.tsx +8 -4
  448. package/src/plugins/builtin/world-venue-map/layers.ts +29 -0
  449. package/src/plugins/builtin/yield-curve/chart.ts +2 -2
  450. package/src/plugins/builtin/yield-curve/curves.ts +21 -8
  451. package/src/plugins/builtin/yield-curve/headless.ts +71 -18
  452. package/src/plugins/builtin/yield-curve/index.tsx +3 -1
  453. package/src/plugins/builtin/yield-curve/series.ts +86 -0
  454. package/src/plugins/catalog-browser.ts +2 -1
  455. package/src/plugins/registry/index.ts +89 -4
  456. package/src/{plugins/builtin/portfolio-list → portfolio}/position-metrics.ts +6 -6
  457. package/src/portfolio/position-value.ts +40 -0
  458. package/src/public/__snapshots__/public-api.test.ts.snap +7 -0
  459. package/src/public/time-series.ts +17 -0
  460. package/src/react/auto-refresh.ts +13 -3
  461. package/src/remote/app-host.tsx +20 -4
  462. package/src/remote/confirm-change.tsx +85 -0
  463. package/src/remote/controller-utils.ts +8 -1
  464. package/src/remote/controller.ts +123 -6
  465. package/src/remote/pane-screenshot.ts +47 -0
  466. package/src/remote/schema.ts +62 -0
  467. package/src/remote/types.ts +30 -0
  468. package/src/remote/watchlist.ts +306 -0
  469. package/src/renderers/browser/main.tsx +3 -2
  470. package/src/renderers/cloudflare/worker.ts +1 -1
  471. package/src/renderers/dom/data-table/frozen-column.ts +3 -1
  472. package/src/renderers/dom/data-table/index.tsx +33 -6
  473. package/src/renderers/dom/data-table/row.tsx +27 -1
  474. package/src/renderers/dom/desktop/control-styles.ts +63 -1
  475. package/src/renderers/dom/desktop/controls.tsx +30 -23
  476. package/src/renderers/dom/desktop/dialog-actions.tsx +170 -0
  477. package/src/renderers/dom/desktop/icons.tsx +7 -0
  478. package/src/renderers/dom/dom-ui-host.tsx +3 -0
  479. package/src/renderers/dom/host/box.tsx +3 -0
  480. package/src/renderers/dom/host/chart-surface.tsx +6 -2
  481. package/src/renderers/dom/host/live-frame.ts +6 -2
  482. package/src/renderers/dom/host/overflow-fade.ts +14 -1
  483. package/src/renderers/dom/host/size-observer.ts +26 -0
  484. package/src/renderers/dom/host/surface-3d.tsx +7 -2
  485. package/src/renderers/dom/host/text.tsx +1 -1
  486. package/src/renderers/dom/styles.css +61 -0
  487. package/src/renderers/electrobun/view/cli-pane-shot-entry.tsx +17 -2
  488. package/src/renderers/electrobun/view/cli-pane-shot-frame.tsx +19 -11
  489. package/src/renderers/electrobun/view/cli-pane-shot-health.ts +10 -26
  490. package/src/renderers/electrobun/view/main.tsx +2 -0
  491. package/src/series/capability.ts +75 -0
  492. package/src/series/csv.ts +160 -0
  493. package/src/series/files.ts +107 -0
  494. package/src/series/registry.ts +198 -0
  495. package/src/series/resolve.ts +107 -0
  496. package/src/series/standalone.ts +48 -0
  497. package/src/series/types.ts +145 -0
  498. package/src/series/validate.ts +171 -0
  499. package/src/sources/gloomberb-cloud/index.ts +7 -7
  500. package/src/sources/gloomberb-cloud/normalizers.ts +1 -0
  501. package/src/sources/history-result.ts +1 -0
  502. package/src/sources/listing-symbols.ts +4 -1
  503. package/src/sources/provider-router/batches.ts +4 -1
  504. package/src/sources/provider-router/cache.ts +4 -2
  505. package/src/sources/provider-router/cached-routes.ts +1 -1
  506. package/src/sources/provider-router/financial-routes.ts +1 -0
  507. package/src/sources/provider-router/financials.ts +13 -0
  508. package/src/sources/provider-router/history.ts +43 -25
  509. package/src/sources/provider-router/search.ts +1 -0
  510. package/src/sync/core-contributors.ts +1 -0
  511. package/src/tickers/company-name.ts +75 -0
  512. package/src/tickers/instrument-kind.ts +25 -0
  513. package/src/tickers/open-target.ts +3 -2
  514. package/src/tickers/search/index.ts +45 -7
  515. package/src/tickers/search/ranking.ts +33 -17
  516. package/src/tickers/search/types.ts +7 -1
  517. package/src/tickers/us-listing.ts +34 -0
  518. package/src/time-series/hooks.ts +9 -0
  519. package/src/time-series/resolve.ts +95 -16
  520. package/src/time-series/types.ts +4 -2
  521. package/src/time-series/use-chart-resolution.ts +32 -0
  522. package/src/types/config.ts +6 -0
  523. package/src/types/data-provider.ts +5 -0
  524. package/src/types/financials.ts +52 -1
  525. package/src/types/headless.ts +61 -0
  526. package/src/types/plugin.ts +19 -0
  527. package/src/types/price-history.ts +7 -0
  528. package/src/types/ticker.ts +14 -0
  529. package/src/ui/host.tsx +18 -0
  530. package/src/ui/live-resize.ts +81 -0
  531. package/src/ui/live-stretch.ts +121 -0
  532. package/src/ui/measured-cells.ts +58 -0
  533. package/src/ui/pane-fill.ts +11 -0
  534. package/src/utils/basis-points.ts +17 -0
  535. package/src/utils/cli-output.ts +7 -1
  536. package/src/utils/concurrency.ts +25 -0
  537. package/src/utils/crypto-pair.ts +20 -0
  538. package/src/utils/currency-pair.ts +19 -0
  539. package/src/utils/decimal-comma.ts +19 -0
  540. package/src/utils/dom-screenshot-css.ts +265 -0
  541. package/src/utils/dom-screenshot-rasters.ts +276 -0
  542. package/src/utils/dom-screenshot.ts +437 -52
  543. package/src/utils/exchange-rate-snapshot.ts +6 -2
  544. package/src/utils/exchanges.ts +107 -1
  545. package/src/utils/format.ts +16 -3
  546. package/src/utils/fundamentals.ts +66 -0
  547. package/src/utils/futures-generic.ts +6 -12
  548. package/src/utils/fx-market-hours.ts +15 -5
  549. package/src/utils/price-history.ts +99 -42
  550. package/src/utils/sec-eps-basis.ts +24 -11
  551. package/src/utils/sec.ts +61 -7
  552. package/src/utils/utc-time.ts +51 -4
  553. package/src/plugins/builtin/fx-matrix/freshness.ts +0 -65
  554. /package/src/{plugins/builtin/cloud → tickers}/starter-symbols.ts +0 -0
@@ -60,6 +60,11 @@ export interface DesktopPaneShotPayload {
60
60
  * once the pane has loaded. Absent for `--no-status` and for reports.
61
61
  */
62
62
  statusLine?: boolean;
63
+ /**
64
+ * The tallest the capture may grow, in cells, to show every row its tables
65
+ * scroll past; absent keeps the requested height (`--height`, most panes).
66
+ */
67
+ maxHeightCells?: number;
63
68
  tickers: TickerRecord[];
64
69
  /** Broker accounts as last synced, by profile, so a broker portfolio shows its equity and cash. */
65
70
  brokerAccounts?: Record<string, BrokerAccount[]>;
@@ -145,9 +150,15 @@ export interface DesktopPaneShotRenderResult {
145
150
 
146
151
  /**
147
152
  * The status line variants for a capture, longest first, worked out from what
148
- * the pane rendered; null leaves the footer row empty.
153
+ * the pane rendered; null leaves the footer row empty. `observed` says the
154
+ * line dates the data by its newest observation (a dataset's), so the pane's
155
+ * own `as of` footer text is left out rather than repeat the date.
149
156
  */
150
- type ShotStatusLine = (rendered: DesktopPaneShotRenderResult) => readonly string[] | null | Promise<readonly string[] | null>;
157
+ interface ShotStatusLineVariants {
158
+ variants: readonly string[];
159
+ observed?: boolean;
160
+ }
161
+ type ShotStatusLine = (rendered: DesktopPaneShotRenderResult) => ShotStatusLineVariants | null | Promise<ShotStatusLineVariants | null>;
151
162
 
152
163
  type CdpResponse = {
153
164
  id?: number;
@@ -176,7 +187,8 @@ const SHOT_MODE_CSS = [
176
187
  + " line-height: var(--cell-h); font-size: 12px; letter-spacing: 0.02em; color: var(--gloom-text-dim, #888);"
177
188
  + " pointer-events: none; z-index: 1000; }";
178
189
 
179
- const CHROME_POLL_ATTEMPTS = 80;
190
+ // Chrome gets 30 s (300 polls x 100 ms) to open its DevTools port: 8 s was not enough on a busy machine.
191
+ const CHROME_POLL_ATTEMPTS = 300;
180
192
  const SHOT_READY_TIMEOUT_MS = 45_000;
181
193
  const CDP_CALL_TIMEOUT_MS = 10_000;
182
194
  const DEFAULT_DEVICE_SCALE_FACTOR = 2;
@@ -205,6 +217,7 @@ export async function renderDesktopPaneScreenshot(
205
217
  userDataDir: join(tempDir, "chrome-profile"),
206
218
  captureImage: options.captureImage !== false,
207
219
  statusLine: payload.statusLine ? options.statusLine : undefined,
220
+ ...(payload.maxHeightCells ? { fitRows: { heightCells: payload.heightCells, maxHeightCells: payload.maxHeightCells } } : {}),
208
221
  });
209
222
  } finally {
210
223
  server?.stop(true);
@@ -426,6 +439,7 @@ async function capturePageScreenshot({
426
439
  userDataDir,
427
440
  captureImage,
428
441
  statusLine,
442
+ fitRows,
429
443
  }: {
430
444
  chrome: string;
431
445
  url: string;
@@ -436,6 +450,7 @@ async function capturePageScreenshot({
436
450
  userDataDir: string;
437
451
  captureImage: boolean;
438
452
  statusLine?: ShotStatusLine;
453
+ fitRows?: { heightCells: number; maxHeightCells: number };
439
454
  }): Promise<DesktopPaneShotRenderResult> {
440
455
  await mkdir(userDataDir, { recursive: true });
441
456
  const port = 43000 + Math.floor(Math.random() * 10000);
@@ -481,10 +496,11 @@ async function capturePageScreenshot({
481
496
  color: { r: 0, g: 0, b: 0, a: 0 },
482
497
  });
483
498
  await waitForShotReady(session);
499
+ if (fitRows) await growToFitRows(session, { widthPx, heightPx, deviceScaleFactor, ...fitRows });
484
500
  const rendered = await readRenderedPaneState(session);
485
501
  if (captureImage && statusLine) {
486
- const variants = await statusLine(rendered);
487
- rendered.statusLine = variants?.length ? await fitShotStatusLine(session, variants) : null;
502
+ const line = await statusLine(rendered);
503
+ rendered.statusLine = line?.variants.length ? await fitShotStatusLine(session, line) : null;
488
504
  }
489
505
  if (captureImage) {
490
506
  const screenshot = await session.send("Page.captureScreenshot", {
@@ -506,6 +522,42 @@ async function capturePageScreenshot({
506
522
  }
507
523
  }
508
524
 
525
+ /**
526
+ * Grows the viewport and the pane by the rows their tables scroll past, up to
527
+ * `maxHeightCells`, then waits for the taller pane to settle: a board a
528
+ * default capture would cut (FUT's last sectors) shows every row.
529
+ */
530
+ async function growToFitRows(session: CdpSession, size: {
531
+ widthPx: number;
532
+ heightPx: number;
533
+ deviceScaleFactor: number;
534
+ heightCells: number;
535
+ maxHeightCells: number;
536
+ }): Promise<void> {
537
+ const result = await session.send("Runtime.evaluate", {
538
+ expression: `Math.max(0, ...[...document.querySelectorAll('[data-gloom-role="data-table-body-scroll"]')]
539
+ .map((element) => element.scrollHeight - element.clientHeight))`,
540
+ returnByValue: true,
541
+ }) as { result?: { value?: unknown } };
542
+ const overflowPx = Number(result.result?.value);
543
+ // One pixel is subpixel layout, not a hidden row.
544
+ if (!Number.isFinite(overflowPx) || overflowPx <= 1) return;
545
+ const cellPx = size.heightPx / size.heightCells;
546
+ const heightCells = Math.min(size.maxHeightCells, size.heightCells + Math.ceil(overflowPx / cellPx));
547
+ if (heightCells <= size.heightCells) return;
548
+ await session.send("Emulation.setDeviceMetricsOverride", {
549
+ width: size.widthPx,
550
+ height: Math.round(heightCells * cellPx),
551
+ deviceScaleFactor: size.deviceScaleFactor,
552
+ mobile: false,
553
+ });
554
+ await session.send("Runtime.evaluate", {
555
+ expression: `window.__GLOOM_CLI_SHOT_RESIZE__ && window.__GLOOM_CLI_SHOT_RESIZE__(${heightCells})`,
556
+ returnByValue: true,
557
+ });
558
+ await waitForShotReady(session);
559
+ }
560
+
509
561
  const LOADING_STATE_PATTERNS = [
510
562
  /\bLoading(?: [^.]{0,80})?\.{3}/gi,
511
563
  /\bRendering pane\.{3}/gi,
@@ -765,11 +817,11 @@ async function readRenderedPaneState(session: CdpSession): Promise<DesktopPaneSh
765
817
  }
766
818
 
767
819
  /** Draws the first variant that fits the pane footer, and returns what it drew. */
768
- async function fitShotStatusLine(session: CdpSession, variants: readonly string[]): Promise<string | null> {
820
+ async function fitShotStatusLine(session: CdpSession, { variants, observed }: ShotStatusLineVariants): Promise<string | null> {
769
821
  const result = await session.send("Runtime.evaluate", {
770
822
  expression: `(() => {
771
823
  const fit = window.__GLOOM_CLI_SHOT_FIT_STATUS__;
772
- return fit ? fit(${JSON.stringify(variants)}) : null;
824
+ return fit ? fit(${JSON.stringify(variants)}, ${JSON.stringify({ observed: observed === true })}) : null;
773
825
  })()`,
774
826
  awaitPromise: true,
775
827
  returnByValue: true,
@@ -0,0 +1,71 @@
1
+ import type { EarningsEvent } from "../types/data-provider";
2
+ import { isUsListingExchange } from "../utils/exchanges";
3
+ import { listingChoiceNote, loadListingQuote, usLineOfListing, type CliListing, type ListingDeps, type ListingVenue } from "./listing-arg";
4
+ import { sameCompany } from "../tickers/company-name";
5
+
6
+ const DAY_MS = 86_400_000;
7
+
8
+ /** How firm a report date is: "reported" once there is an actual, else "est" or "confirmed" as the calendar flags it. */
9
+ export function earningsDateLabel(event: Pick<EarningsEvent, "isDateEstimate" | "epsActual">): string {
10
+ if (event.epsActual != null) return "reported";
11
+ return event.isDateEstimate === true ? "est" : event.isDateEstimate === false ? "confirmed" : "";
12
+ }
13
+
14
+ /** Whether the listing trades abroad, where the calendar is the listing's own exchange's rather than the US one. */
15
+ export function isListingAbroad(listing: Pick<CliListing, "exchange">): boolean {
16
+ return !!listing.exchange && !isUsListingExchange(listing.exchange);
17
+ }
18
+
19
+ const isoDate = (date: Date) => date.toISOString().slice(0, 10);
20
+
21
+ /**
22
+ * "SAN:MCE: no calendar for this listing; ADR date 2026-11-04 (estimate)" for
23
+ * a listing abroad the calendar has no date for. The same company's line in
24
+ * the US, under the same symbol, lends its date as an estimate; a US line that
25
+ * is another company (SAN:EPA is Sanofi, SAN in New York is Banco Santander)
26
+ * lends nothing.
27
+ */
28
+ export async function noListingCalendarNote(
29
+ listing: Pick<CliListing, "symbol" | "exchange" | "key" | "request" | "saved">,
30
+ deps: ListingDeps,
31
+ now = Date.now(),
32
+ ): Promise<string> {
33
+ const lead = `${listing.key}: no calendar for this listing`;
34
+ const quote = await loadListingQuote(deps.dataProvider, listing);
35
+ const company = quote?.name?.trim() || listing.saved?.metadata.name?.trim() || null;
36
+ const usLine = await usLineOfListing(listing, company, deps);
37
+ if (!usLine || !deps.dataProvider.getEarningsCalendar) return lead;
38
+ const events = await deps.dataProvider.getEarningsCalendar([listing.symbol]).catch(() => []);
39
+ const event = events.find((entry) => entry.symbol.toUpperCase() === listing.symbol.toUpperCase());
40
+ if (!event || event.earningsDate.getTime() < now - DAY_MS) return lead;
41
+ return `${lead}; ADR date ${isoDate(event.earningsDate)} (estimate)`;
42
+ }
43
+
44
+ /**
45
+ * "SAN = Banco Santander, NYSE (also EPA, LSE)" for a bare symbol whose
46
+ * calendar date is its US line's, when several companies list the symbol:
47
+ * the event names the company the date is for.
48
+ */
49
+ export function earningsChoiceNote(
50
+ listing: Pick<CliListing, "symbol">,
51
+ event: Pick<EarningsEvent, "name"> | undefined,
52
+ venues: readonly ListingVenue[],
53
+ ): string | null {
54
+ const chosen = event && venues.find((venue) => isUsListingExchange(venue.exchange) && sameCompany(venue.name, event.name));
55
+ return chosen ? listingChoiceNote(listing.symbol, { exchange: chosen.exchange, name: event.name }, venues) : null;
56
+ }
57
+
58
+ const REASON_CODE = /^[A-Z][A-Z_]+$/;
59
+
60
+ /**
61
+ * What to say when the data service refused the calendar with a reason code
62
+ * (UPSTREAM_ERROR) rather than words: which listings, and that the source
63
+ * failed. Null for any other error, whose own message stands.
64
+ */
65
+ export function earningsCalendarFailure(error: unknown, keys: readonly string[]): string | null {
66
+ const message = error instanceof Error ? error.message : typeof error === "string" ? error : "";
67
+ if (!REASON_CODE.test(message.trim())) return null;
68
+ const what = `Earnings dates for ${keys.join(", ")}`;
69
+ if (message === "TIMEOUT") return `${what} did not load: the calendar source timed out. Try again in a few minutes.`;
70
+ return `${what} did not load: the calendar source failed. Try again in a few minutes.`;
71
+ }
@@ -1,7 +1,8 @@
1
1
  import type { FinancialStatement, Quote, TickerFinancials } from "../types/financials";
2
2
  import type { HeadlessPaneFreshness, HeadlessPaneRow } from "../types/headless";
3
3
  import { deriveHeadlessFreshness, type ReportFreshness } from "./pane-functions/freshness";
4
- import { quoteFreshnessFields, REPORTED_DATA } from "../plugins/builtin/shared/report-freshness";
4
+ import { fxPairObservation, fxRateObservations, type FxRateTiming } from "../plugins/builtin/shared/fx-rate-freshness";
5
+ import { quoteObservation, REPORTED_DATA } from "../plugins/builtin/shared/report-freshness";
5
6
  import { latestFinancialPeriod } from "../utils/latest-financial-period";
6
7
 
7
8
  /**
@@ -24,11 +25,6 @@ export function rowsFreshness(
24
25
  );
25
26
  }
26
27
 
27
- /** One row per quote shown, as `fn` quote reports carry them: live, delayed or stale for its session. */
28
- function quoteFreshnessRow(quote: Quote, now: number): HeadlessPaneRow {
29
- return { ...quoteFreshnessFields(quote, now), updatedAt: quote.lastUpdated };
30
- }
31
-
32
28
  /**
33
29
  * Worst of across the quotes shown, dated by the newest, with their delay and
34
30
  * where their markets stand. Quotes that failed to load say nothing.
@@ -38,10 +34,25 @@ export function quotesFreshness(
38
34
  declared?: HeadlessPaneFreshness,
39
35
  now = Date.now(),
40
36
  ): ReportFreshness | undefined {
41
- const rows = [...quotes].filter((quote): quote is Quote => quote != null).map((quote) => quoteFreshnessRow(quote, now));
37
+ const rows = [...quotes].filter((quote): quote is Quote => quote != null).map((quote) => quoteObservation(quote, now));
42
38
  return rows.length > 0 ? rowsFreshness(rows, declared, undefined, now) : undefined;
43
39
  }
44
40
 
41
+ /**
42
+ * A currency pair crossed from the loaded USD rates of its legs, dated as the
43
+ * FX matrix dates its rates (`fn FXC`): as old as its oldest dated leg, as
44
+ * held back as its most delayed, stale when any leg is, and read against the
45
+ * FX week. A pair with no loaded leg (a code priced in itself) cites nothing.
46
+ */
47
+ export function fxPairFreshness(
48
+ legs: ReadonlyMap<string, { rate: number; timing: FxRateTiming }>,
49
+ now = Date.now(),
50
+ ): ReportFreshness | undefined {
51
+ const rates = new Map([...legs].map(([currency, leg]) => [currency, leg.rate] as const));
52
+ const observation = fxPairObservation(fxRateObservations([...legs.keys()], rates, (currency) => ({ entry: legs.get(currency)?.timing }), now));
53
+ return observation ? rowsFreshness([observation], undefined, undefined, now) : undefined;
54
+ }
55
+
45
56
  /** The newest reported period end in the statements, the period the trailing figures run through. */
46
57
  function latestReportedPeriod(financials: Pick<TickerFinancials, "annualStatements" | "quarterlyStatements">): string | null {
47
58
  const rows: FinancialStatement[] = [...financials.annualStatements, ...financials.quarterlyStatements];