gloomberb 0.16.4 → 0.16.6
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.
- package/README.md +14 -91
- package/package.json +5 -1
- package/src/{plugins/builtin/cloud → account}/auth-form.tsx +9 -9
- package/src/{plugins/builtin/cloud → account}/auth-model.ts +4 -4
- package/src/account/billing.ts +57 -0
- package/src/{plugins/builtin/cloud → account}/device-signin-dialog.tsx +18 -12
- package/src/{plugins/builtin/cloud → account}/device-signin.ts +2 -2
- package/src/{plugins/builtin/cloud → account}/email-auth-attempt.ts +2 -2
- package/src/account/session.ts +16 -0
- package/src/{plugins/builtin/cloud → account}/upgrade-dialog.tsx +16 -15
- package/src/{plugins/builtin/cloud → account}/upgrade-personalization.ts +7 -7
- package/src/{plugins/builtin/cloud → account}/upgrade-tickers.ts +6 -6
- package/src/{plugins/builtin/cloud → account}/verification-panel.tsx +6 -6
- package/src/api-client/central-bank-rates.ts +6 -1
- package/src/api-client/chat.ts +26 -0
- package/src/api-client/credit-boards.ts +2 -0
- package/src/api-client/data.ts +73 -3
- package/src/api-client/earnings.ts +6 -0
- package/src/api-client/europe-energy.ts +106 -0
- package/src/api-client/futures-curve.ts +56 -0
- package/src/api-client/index.ts +13 -1
- package/src/api-client/market-discovery.ts +13 -1
- package/src/api-client/normalizers.ts +32 -0
- package/src/api-client/paths.ts +7 -0
- package/src/api-client/perps.ts +8 -0
- package/src/api-client/request.ts +9 -2
- package/src/api-client/research-activity.ts +15 -10
- package/src/api-client/socket.ts +29 -0
- package/src/api-client/themes.ts +22 -1
- package/src/api-client/types.ts +78 -2
- package/src/api-client/yield-curves.ts +8 -0
- package/src/app/global-shortcuts.ts +50 -2
- package/src/app/keybindings/actions.ts +12 -1
- package/src/app/pane-runtime/plugin-bindings.ts +2 -2
- package/src/app/pane-runtime/ticker-open-runtime.ts +16 -6
- package/src/app/runtime/desktop-deeplink.ts +10 -5
- package/src/app/runtime/startup.ts +1 -1
- package/src/app.tsx +6 -0
- package/src/architecture/core-builtin-allowlist.json +8 -26
- package/src/ask-gloom/pane-context.ts +114 -0
- package/src/ask-gloom/pane-request.ts +70 -0
- package/src/ask-gloom/pane-text.ts +201 -0
- package/src/brokers/signed-in/sign-in-dialog.tsx +11 -5
- package/src/capabilities/chart-series.ts +19 -2
- package/src/capabilities/factories.ts +1 -0
- package/src/cli/central-bank-events.ts +23 -0
- package/src/cli/command-options.ts +17 -5
- package/src/cli/commands/crypto-hints.ts +35 -2
- package/src/cli/commands/fred-series.ts +146 -0
- package/src/cli/commands/market.ts +501 -115
- package/src/cli/commands/news-hints.ts +62 -0
- package/src/cli/commands/news-search.ts +53 -0
- package/src/cli/commands/options-leaps.ts +5 -2
- package/src/cli/commands/overview.ts +132 -26
- package/src/cli/commands/remote.ts +2 -1
- package/src/cli/commands/search.ts +317 -13
- package/src/cli/commands/system.ts +55 -8
- package/src/cli/commands/ticker.ts +155 -18
- package/src/cli/context.ts +45 -14
- package/src/cli/desktop-pane-shot.ts +76 -7
- package/src/cli/earnings-calendar.ts +71 -0
- package/src/cli/errors.ts +7 -5
- package/src/cli/exit-codes.ts +8 -0
- package/src/cli/export-source.ts +58 -0
- package/src/cli/freshness.ts +18 -7
- package/src/cli/glossary.ts +483 -0
- package/src/cli/help.ts +10 -0
- package/src/cli/helpers.ts +2 -5
- package/src/cli/history-rows.ts +118 -7
- package/src/cli/index-roots.ts +7 -0
- package/src/cli/index.ts +29 -9
- package/src/cli/known-gaps.ts +84 -0
- package/src/cli/listing-arg.ts +551 -97
- package/src/cli/not-a-ticker.ts +24 -9
- package/src/cli/pane-functions/access-gate.ts +13 -2
- package/src/cli/pane-functions/capabilities.ts +4 -3
- package/src/cli/pane-functions/catalog.ts +214 -40
- package/src/cli/pane-functions/data.ts +42 -8
- package/src/cli/pane-functions/discovery.ts +1 -0
- package/src/cli/pane-functions/dom.ts +37 -8
- package/src/cli/pane-functions/freshness.ts +393 -49
- package/src/cli/pane-functions/function-help.ts +31 -15
- package/src/cli/pane-functions/headless.ts +98 -30
- package/src/cli/pane-functions/index.ts +101 -19
- package/src/cli/pane-functions/market-session.ts +22 -8
- package/src/cli/pane-functions/options.ts +71 -22
- package/src/cli/pane-functions/report-notices.ts +25 -7
- package/src/cli/pane-functions/report.ts +15 -8
- package/src/cli/pane-functions/resolver.ts +74 -19
- package/src/cli/pane-functions/screenshot.ts +250 -27
- package/src/cli/perpetual-contract.ts +60 -0
- package/src/cli/registry.ts +3 -1
- package/src/cli/report-tables.ts +26 -7
- package/src/cli/result.ts +45 -11
- package/src/cli/series-search.ts +111 -0
- package/src/cli/staged-tickers.ts +52 -0
- package/src/cli/symbol-args.ts +27 -0
- package/src/cli/symbol-list.ts +154 -0
- package/src/cli/symbol-rows.ts +154 -0
- package/src/cli/ticker-resolution.ts +311 -27
- package/src/cli/types.ts +5 -0
- package/src/components/chart/composite/axis-overlays.tsx +14 -3
- package/src/components/chart/composite/composite-chart.tsx +71 -11
- package/src/components/chart/composite/crosshair-readout.tsx +150 -0
- package/src/components/chart/composite/downsample.ts +1 -1
- package/src/components/chart/composite/format.ts +29 -0
- package/src/components/chart/composite/interactions.ts +9 -2
- package/src/components/chart/composite/legend.tsx +100 -33
- package/src/components/chart/composite/panel-bitmap.ts +70 -35
- package/src/components/chart/composite/panel-labels.ts +18 -17
- package/src/components/chart/composite/panel-series.ts +1 -0
- package/src/components/chart/composite/panel-surface.tsx +46 -21
- package/src/components/chart/composite/price-axis-labels.tsx +3 -1
- package/src/components/chart/composite/rasterizer.ts +50 -8
- package/src/components/chart/composite/scene.ts +2 -1
- package/src/components/chart/composite/time-scale.ts +26 -9
- package/src/components/chart/composite/types.ts +18 -0
- package/src/components/chart/composite/use-composite-viewport.ts +30 -2
- package/src/components/chart/native/raster/crosshair.ts +8 -3
- package/src/components/chart/native/raster/primitives.ts +85 -21
- package/src/components/chart/native/surface/manager.ts +33 -8
- package/src/components/chart/surface3d/chart.tsx +1 -1
- package/src/components/command-bar/action-runtime.ts +1 -1
- package/src/components/command-bar/commands/collection-list.ts +210 -0
- package/src/components/command-bar/commands/collection.ts +40 -1
- package/src/components/command-bar/commands/direct/index.ts +4 -0
- package/src/components/command-bar/commands/registry.ts +8 -0
- package/src/components/command-bar/panel/index.tsx +11 -3
- package/src/components/command-bar/panel/runtime.ts +3 -0
- package/src/components/command-bar/panel/types.ts +2 -0
- package/src/components/command-bar/routes/root/plugin-install.ts +4 -4
- package/src/components/command-bar/routes/root/provider-search.ts +4 -3
- package/src/components/command-bar/routes/ticker-search/results.ts +12 -11
- package/src/components/command-bar/routes/ticker-search/route.ts +4 -3
- package/src/components/command-bar/routing/actions.ts +1 -1
- package/src/components/command-bar/workflow/tickers.ts +42 -17
- package/src/components/layout/detached-pane-shell.tsx +68 -39
- package/src/components/layout/floating-pane.tsx +10 -1
- package/src/components/layout/header.tsx +25 -5
- package/src/components/layout/missing-pane.tsx +3 -3
- package/src/components/layout/pane/capture-stamp.ts +41 -0
- package/src/components/layout/pane/capture-status.ts +12 -0
- package/src/components/layout/pane/content.tsx +7 -13
- package/src/components/layout/pane/footer/index.tsx +6 -2
- package/src/components/layout/pane/footer/keyboard.ts +3 -0
- package/src/components/layout/pane/footer/model.ts +41 -1
- package/src/components/layout/pane/header.tsx +50 -1
- package/src/components/layout/pane/index.tsx +21 -3
- package/src/components/layout/pane/sidebar.tsx +88 -21
- package/src/components/layout/shell/active-drag.ts +21 -5
- package/src/components/layout/shell/cursor-occlusion.ts +2 -1
- package/src/components/layout/shell/drag/index.ts +39 -9
- package/src/components/layout/shell/drag/live.ts +61 -51
- package/src/components/layout/shell/drag/runtime.ts +54 -12
- package/src/components/layout/shell/index.tsx +84 -65
- package/src/components/layout/shell/menu.ts +14 -1
- package/src/components/layout/shell/native/pointer-runtime.ts +3 -1
- package/src/components/layout/shell/pane/actions.ts +32 -10
- package/src/components/layout/shell/pane/ask.ts +131 -0
- package/src/components/layout/shell/pane/capture.ts +162 -0
- package/src/components/layout/shell/pane/layers.tsx +218 -50
- package/src/components/layout/shell/pane/management-shortcuts.ts +46 -1
- package/src/components/layout/shell/shortcuts.ts +21 -4
- package/src/components/layout/shell/terminal-pointer-runtime.ts +24 -0
- package/src/components/markdown-text.tsx +62 -20
- package/src/components/metric-treemap/heat-surface.tsx +8 -1
- package/src/components/onboarding/account-step/form-panel.tsx +1 -1
- package/src/components/onboarding/account-step/index.tsx +1 -1
- package/src/components/onboarding/account-step/qr-panel.tsx +1 -1
- package/src/components/onboarding/account-step/signed-in-panel.tsx +1 -1
- package/src/components/onboarding/onboarding-keyboard.ts +1 -1
- package/src/components/onboarding/onboarding-wizard.tsx +2 -2
- package/src/components/onboarding/use-onboarding-upgrade.ts +3 -3
- package/src/components/onboarding/wizard-account.ts +2 -2
- package/src/components/pane-template-wizard.tsx +9 -1
- package/src/components/price-selector-dialog.tsx +11 -2
- package/src/components/reader/article-reader.tsx +642 -0
- package/src/components/reader/article-text.ts +527 -0
- package/src/components/sign-in-gate.tsx +3 -3
- package/src/components/ticker/list-table-view.tsx +43 -2
- package/src/components/ui/action-row.tsx +2 -1
- package/src/components/ui/button.tsx +7 -1
- package/src/components/ui/choice-dialog.tsx +6 -4
- package/src/components/ui/confirm-dialog.tsx +28 -18
- package/src/components/ui/data-table/index.tsx +18 -6
- package/src/components/ui/data-table/opentui/index.tsx +37 -6
- package/src/components/ui/data-table/types.ts +12 -0
- package/src/components/ui/dialog-actions.tsx +64 -0
- package/src/components/ui/display.tsx +17 -3
- package/src/components/ui/frame.tsx +35 -2
- package/src/components/ui/icon.tsx +6 -1
- package/src/components/ui/query-bar.tsx +10 -1
- package/src/components/ui/text-prompt-dialog.tsx +11 -9
- package/src/data/cached-query.ts +2 -0
- package/src/data/config/store/migrations.ts +7 -0
- package/src/data/config/store/normalize.ts +7 -2
- package/src/data/config/store/portfolio-as-of-column.ts +57 -0
- package/src/data/ticker-repository.ts +5 -0
- package/src/data/ticker-store.ts +15 -0
- package/src/docs/content.ts +215 -0
- package/src/docs/load.ts +139 -0
- package/src/docs/requests.ts +39 -0
- package/src/docs/snapshot.chunk.ts +8 -0
- package/src/docs/snapshot.json +7555 -0
- package/src/docs/topics.ts +216 -0
- package/src/i18n/es.ts +65 -5
- package/src/i18n/ja.ts +65 -5
- package/src/i18n/ko.ts +65 -5
- package/src/i18n/zh-cn.ts +65 -5
- package/src/i18n/zh-tw.ts +65 -5
- package/src/layout/desks.ts +1 -1
- package/src/layout/pane-manager/dock-tree.ts +18 -0
- package/src/layout/pane-manager/index.ts +1 -0
- package/src/layout-marketplace/gallery.tsx +1 -1
- package/src/market-data/coordinator/chart.ts +10 -4
- package/src/market-data/coordinator/index.ts +6 -3
- package/src/{plugins/builtin/futures/contracts.ts → market-data/futures-board.ts} +81 -28
- package/src/market-data/futures-contract.ts +151 -0
- package/src/market-data/hooks.tsx +10 -2
- package/src/market-data/market/format.ts +39 -21
- package/src/market-data/market/freshness.ts +84 -20
- package/src/market-data/market/session-close-note.ts +3 -2
- package/src/market-data/market/status.ts +19 -23
- package/src/market-data/published-apac-sessions.ts +23 -1
- package/src/market-data/quotes/contributions.ts +5 -0
- package/src/market-data/quotes/metadata.ts +19 -24
- package/src/market-data/quotes/resolution.ts +5 -0
- package/src/market-data/quotes/screener-live-quotes.ts +5 -4
- package/src/market-data/result-types.ts +2 -0
- package/src/notifications/app-notifier.ts +17 -1
- package/src/notifications/notification-log.ts +180 -0
- package/src/plugins/auto-update-node.ts +2 -2
- package/src/plugins/auto-update.ts +2 -2
- package/src/plugins/builtin/account-management/index.tsx +1 -0
- package/src/plugins/builtin/account-management/model.ts +1 -56
- package/src/plugins/builtin/account-management/pane.tsx +6 -4
- package/src/plugins/builtin/account-management/password-dialog.tsx +1 -1
- package/src/plugins/builtin/alerts/catalysts.ts +1 -1
- package/src/plugins/builtin/alerts/cli.ts +313 -47
- package/src/plugins/builtin/alerts/events-pane.tsx +45 -7
- package/src/plugins/builtin/alerts/events.ts +23 -2
- package/src/plugins/builtin/alerts/focus.ts +27 -0
- package/src/plugins/builtin/alerts/history-pane.tsx +7 -2
- package/src/plugins/builtin/alerts/history.ts +2 -0
- package/src/plugins/builtin/alerts/index.tsx +47 -11
- package/src/plugins/builtin/alerts/pane.tsx +27 -1
- package/src/plugins/builtin/alerts/research-builder.ts +8 -3
- package/src/plugins/builtin/alerts/research-rules.ts +18 -2
- package/src/plugins/builtin/alerts/scheduled-check.ts +122 -0
- package/src/plugins/builtin/alerts/scheduled-sources.ts +25 -0
- package/src/plugins/builtin/alerts/scheduled.ts +254 -0
- package/src/plugins/builtin/alerts/targets.ts +92 -0
- package/src/plugins/builtin/analytics/index.tsx +8 -3
- package/src/plugins/builtin/analytics/risk-headless.ts +60 -27
- package/src/plugins/builtin/analytics/risk-math.ts +91 -27
- package/src/plugins/builtin/analytics/risk-model.ts +35 -5
- package/src/plugins/builtin/analytics/risk-pane.tsx +15 -8
- package/src/plugins/builtin/attention/headless.ts +1 -1
- package/src/plugins/builtin/attention/index.tsx +2 -0
- package/src/plugins/builtin/attention/pane.tsx +3 -1
- package/src/plugins/builtin/attention/series.ts +26 -0
- package/src/plugins/builtin/awards/headless.ts +88 -18
- package/src/plugins/builtin/awards/index.tsx +2 -0
- package/src/plugins/builtin/awards/model.ts +41 -1
- package/src/plugins/builtin/awards/pane.tsx +22 -13
- package/src/plugins/builtin/awards/series.ts +29 -0
- package/src/plugins/builtin/backtest/headless.ts +2 -2
- package/src/plugins/builtin/bond-calculator/model.ts +2 -1
- package/src/plugins/builtin/broker-manager/index.tsx +1 -0
- package/src/plugins/builtin/catalysts/headless.ts +1 -1
- package/src/plugins/builtin/catalysts/pane.tsx +3 -1
- package/src/plugins/builtin/cds/client.ts +49 -12
- package/src/plugins/builtin/cds/headless.ts +119 -19
- package/src/plugins/builtin/cds/index.tsx +3 -1
- package/src/plugins/builtin/cds/model.ts +214 -32
- package/src/plugins/builtin/cds/pane.tsx +58 -14
- package/src/plugins/builtin/cds/series.ts +19 -0
- package/src/plugins/builtin/central-bank-rates/client.ts +4 -0
- package/src/plugins/builtin/central-bank-rates/headless.ts +46 -16
- package/src/plugins/builtin/central-bank-rates/index.tsx +3 -1
- package/src/plugins/builtin/central-bank-rates/model.ts +99 -0
- package/src/plugins/builtin/central-bank-rates/pane.tsx +1 -1
- package/src/plugins/builtin/central-bank-rates/series.ts +36 -0
- package/src/plugins/builtin/chart-composer/catalog-inventory.ts +193 -255
- package/src/plugins/builtin/chart-composer/data-catalog-pane.tsx +84 -46
- package/src/plugins/builtin/chart-composer/editor.tsx +5 -4
- package/src/plugins/builtin/chart-composer/field-series.ts +40 -0
- package/src/plugins/builtin/chart-composer/headless-schema.ts +1 -1
- package/src/plugins/builtin/chart-composer/headless.ts +70 -5
- package/src/plugins/builtin/chart-composer/index.tsx +15 -3
- package/src/plugins/builtin/chart-composer/pane.tsx +81 -38
- package/src/plugins/builtin/chart-composer/series-catalog.ts +58 -50
- package/src/plugins/builtin/chart-composer/series-expression.ts +18 -10
- package/src/plugins/builtin/chart-composer/use-series-catalog.ts +59 -3
- package/src/plugins/builtin/chart-composer/user-series.ts +84 -0
- package/src/plugins/builtin/chat/content/composer-runtime.ts +6 -1
- package/src/plugins/builtin/chat/content/composer.tsx +5 -1
- package/src/plugins/builtin/chat/content/footer.tsx +12 -0
- package/src/plugins/builtin/chat/content/index.tsx +89 -5
- package/src/plugins/builtin/chat/content/new-dm-dialog.tsx +10 -2
- package/src/plugins/builtin/chat/content/new-messages.tsx +89 -0
- package/src/plugins/builtin/chat/content/row-activity.ts +132 -0
- package/src/plugins/builtin/chat/content/scroll.ts +127 -27
- package/src/plugins/builtin/chat/content/shortcuts.ts +2 -2
- package/src/plugins/builtin/chat/content/transcript.tsx +145 -78
- package/src/plugins/builtin/chat/content/types.ts +1 -0
- package/src/plugins/builtin/chat/controller/fetch.ts +8 -2
- package/src/plugins/builtin/chat/controller/index.ts +123 -1
- package/src/plugins/builtin/chat/controller/message-loading.ts +3 -0
- package/src/plugins/builtin/chat/controller/messages.ts +7 -2
- package/src/plugins/builtin/chat/controller/realtime.ts +10 -1
- package/src/plugins/builtin/chat/controller/send.ts +61 -1
- package/src/plugins/builtin/chat/controller/state.ts +8 -0
- package/src/plugins/builtin/chat/ghost-user.ts +20 -0
- package/src/plugins/builtin/chat/index.tsx +23 -5
- package/src/plugins/builtin/chat/layout.ts +78 -5
- package/src/plugins/builtin/chat/message/ai-badge.tsx +18 -0
- package/src/plugins/builtin/chat/message/desktop.tsx +55 -6
- package/src/plugins/builtin/chat/message/header.tsx +16 -4
- package/src/plugins/builtin/chat/message/profile-popover.tsx +5 -1
- package/src/plugins/builtin/chat/message/reactions.tsx +210 -0
- package/src/plugins/builtin/chat/message/render-state.ts +18 -2
- package/src/plugins/builtin/chat/message/terminal.tsx +43 -4
- package/src/plugins/builtin/chat/message/types.ts +12 -0
- package/src/plugins/builtin/chat/reactions.ts +197 -0
- package/src/plugins/builtin/chat/share/flow.tsx +87 -0
- package/src/plugins/builtin/chat/share/targets.ts +27 -0
- package/src/plugins/builtin/chat/status-widget.tsx +6 -3
- package/src/plugins/builtin/chat/unread-inbox-pane.tsx +148 -27
- package/src/plugins/builtin/chat/unread-inbox.ts +22 -0
- package/src/plugins/builtin/cloud/askg/attached-pane.tsx +69 -0
- package/src/plugins/builtin/cloud/askg/controller.ts +111 -19
- package/src/plugins/builtin/cloud/askg/executor.ts +57 -3
- package/src/plugins/builtin/cloud/askg/manifest.ts +32 -7
- package/src/plugins/builtin/cloud/askg/model.ts +27 -8
- package/src/plugins/builtin/cloud/askg/pane-attachment.ts +94 -0
- package/src/plugins/builtin/cloud/askg/pane.tsx +141 -12
- package/src/plugins/builtin/cloud/askg/pending-question.ts +11 -0
- package/src/plugins/builtin/cloud/askg/protocol.ts +10 -1
- package/src/plugins/builtin/cloud/askg/tool-display.ts +3 -0
- package/src/plugins/builtin/cloud/askg/undo.ts +2 -0
- package/src/plugins/builtin/cloud/auth-actions.tsx +1 -1
- package/src/plugins/builtin/cloud/auth-commands.ts +1 -1
- package/src/plugins/builtin/cloud/auth-dialog.tsx +3 -3
- package/src/plugins/builtin/cloud/company-picker.tsx +1 -1
- package/src/plugins/builtin/cloud/mcp-connect/dialog.tsx +3 -0
- package/src/plugins/builtin/cloud/plugin.tsx +19 -2
- package/src/plugins/builtin/cloud/team/model.ts +5 -0
- package/src/plugins/builtin/cloud/team/module.tsx +1 -0
- package/src/plugins/builtin/cloud/team/store.ts +8 -3
- package/src/plugins/builtin/cloud/terminal-relay/engine.ts +77 -9
- package/src/plugins/builtin/cloud/terminal-relay/manifest.ts +6 -1
- package/src/plugins/builtin/cloud/terminal-relay/policy.ts +9 -0
- package/src/plugins/builtin/cloud/terminal-relay/prompts.tsx +35 -11
- package/src/plugins/builtin/cloud/thesis/exposure.ts +1 -1
- package/src/plugins/builtin/cloud/thesis/module.tsx +1 -0
- package/src/plugins/builtin/cloud/thesis/prompts.tsx +2 -1
- package/src/plugins/builtin/company-attention/app-rank.tsx +1 -1
- package/src/plugins/builtin/company-attention/headless.ts +21 -7
- package/src/plugins/builtin/company-attention/index.tsx +2 -0
- package/src/plugins/builtin/company-attention/model.ts +26 -7
- package/src/plugins/builtin/company-attention/pane.tsx +12 -9
- package/src/plugins/builtin/company-attention/series.ts +52 -0
- package/src/plugins/builtin/company-kpis/headless.ts +97 -10
- package/src/plugins/builtin/company-kpis/model.ts +24 -2
- package/src/plugins/builtin/company-kpis/pane.tsx +17 -16
- package/src/plugins/builtin/composite-plugins.ts +19 -13
- package/src/plugins/builtin/connections/index.ts +1 -0
- package/src/plugins/builtin/cot/headless.ts +1 -1
- package/src/plugins/builtin/cot/index.tsx +3 -1
- package/src/plugins/builtin/cot/model.ts +40 -11
- package/src/plugins/builtin/cot/series.ts +27 -0
- package/src/plugins/builtin/cpi/headless.ts +3 -3
- package/src/plugins/builtin/credit-boards/cdx-pane.tsx +10 -1
- package/src/plugins/builtin/credit-boards/client.ts +6 -2
- package/src/plugins/builtin/credit-boards/headless.ts +108 -31
- package/src/plugins/builtin/credit-boards/index.tsx +2 -0
- package/src/plugins/builtin/credit-boards/model.ts +11 -1
- package/src/plugins/builtin/credit-boards/series.ts +66 -0
- package/src/plugins/builtin/credit-conditions/client.ts +12 -9
- package/src/plugins/builtin/credit-conditions/headless.ts +13 -2
- package/src/plugins/builtin/credit-conditions/index.tsx +18 -9
- package/src/plugins/builtin/credit-conditions/model.ts +19 -11
- package/src/plugins/builtin/credit-conditions/series.ts +16 -0
- package/src/plugins/builtin/credit-documents/headless.ts +33 -3
- package/src/plugins/builtin/credit-documents/pane.tsx +3 -1
- package/src/plugins/builtin/crypto-board/headless.ts +2 -3
- package/src/plugins/builtin/crypto-board/index.tsx +2 -0
- package/src/plugins/builtin/crypto-board/model.ts +12 -0
- package/src/plugins/builtin/crypto-board/pane.tsx +19 -12
- package/src/plugins/builtin/crypto-board/series.ts +48 -0
- package/src/plugins/builtin/custom-view/live-quotes.ts +2 -2
- package/src/plugins/builtin/debt-maturities/headless.ts +17 -11
- package/src/plugins/builtin/debt-maturities/index.tsx +2 -0
- package/src/plugins/builtin/debt-maturities/series.ts +45 -0
- package/src/plugins/builtin/dividend-yield/client.ts +3 -0
- package/src/plugins/builtin/dividend-yield/headless.ts +7 -4
- package/src/plugins/builtin/dividend-yield/index.tsx +3 -1
- package/src/plugins/builtin/dividend-yield/pane.tsx +3 -1
- package/src/plugins/builtin/dividend-yield/series.ts +20 -0
- package/src/plugins/builtin/dividend-yield/types.ts +2 -0
- package/src/plugins/builtin/docs/blocks.tsx +181 -0
- package/src/plugins/builtin/docs/index.tsx +68 -0
- package/src/plugins/builtin/docs/pane.tsx +426 -0
- package/src/plugins/builtin/docs/targets.ts +72 -0
- package/src/plugins/builtin/docs/use-docs.ts +60 -0
- package/src/plugins/builtin/doe/headless.ts +12 -8
- package/src/plugins/builtin/doe/index.tsx +2 -0
- package/src/plugins/builtin/doe/series.ts +62 -0
- package/src/plugins/builtin/earnings/client.ts +3 -2
- package/src/plugins/builtin/earnings/format.ts +1 -5
- package/src/plugins/builtin/earnings/headless.ts +58 -6
- package/src/plugins/builtin/earnings/history-model.ts +15 -1
- package/src/plugins/builtin/earnings/history-table.ts +13 -2
- package/src/plugins/builtin/earnings/history.tsx +7 -3
- package/src/plugins/builtin/earnings/index.tsx +9 -0
- package/src/plugins/builtin/earnings-calls/headless.ts +28 -2
- package/src/plugins/builtin/earnings-calls/index.tsx +1 -1
- package/src/plugins/builtin/earnings-ripple/index.tsx +2 -0
- package/src/plugins/builtin/econ/fred-catalog.ts +198 -0
- package/src/plugins/builtin/econ/fred-series-map.ts +0 -46
- package/src/plugins/builtin/econ/index.tsx +2 -0
- package/src/plugins/builtin/econ-statistics/defs.ts +5 -0
- package/src/plugins/builtin/econ-statistics/headless.ts +19 -4
- package/src/plugins/builtin/econ-statistics/stats.ts +1 -0
- package/src/plugins/builtin/equity-screener/headless.ts +3 -3
- package/src/plugins/builtin/equity-screener/pane.tsx +4 -11
- package/src/plugins/builtin/estimate-revisions/headless.ts +3 -3
- package/src/plugins/builtin/exposure/drivers.ts +13 -0
- package/src/plugins/builtin/exposure/headless.ts +205 -13
- package/src/plugins/builtin/exposure/holdings.ts +1 -1
- package/src/plugins/builtin/exposure/index.tsx +1 -0
- package/src/plugins/builtin/exposure/model.ts +23 -3
- package/src/plugins/builtin/exposure/pane.tsx +14 -12
- package/src/plugins/builtin/fear-greed/index.tsx +18 -10
- package/src/plugins/builtin/fear-greed/series.ts +52 -0
- package/src/plugins/builtin/futures/index.tsx +43 -3
- package/src/plugins/builtin/futures/model.ts +1 -1
- package/src/plugins/builtin/futures/returns.ts +1 -1
- package/src/plugins/builtin/futures/series.ts +13 -0
- package/src/plugins/builtin/futures/table.tsx +1 -1
- package/src/plugins/builtin/futures/use-front-returns.ts +1 -1
- package/src/plugins/builtin/futures-curve/client.ts +12 -3
- package/src/plugins/builtin/futures-curve/headless.ts +71 -10
- package/src/plugins/builtin/futures-curve/index.tsx +1 -1
- package/src/plugins/builtin/futures-curve/model.ts +66 -11
- package/src/plugins/builtin/futures-curve/pane.tsx +52 -18
- package/src/plugins/builtin/fx-matrix/client.ts +63 -0
- package/src/plugins/builtin/fx-matrix/export.ts +2 -1
- package/src/plugins/builtin/fx-matrix/headless.ts +154 -0
- package/src/plugins/builtin/fx-matrix/index.tsx +4 -4
- package/src/plugins/builtin/gpu/board.tsx +13 -10
- package/src/plugins/builtin/gpu/changes.tsx +4 -4
- package/src/plugins/builtin/gpu/client.ts +19 -1
- package/src/plugins/builtin/gpu/equities.tsx +14 -10
- package/src/plugins/builtin/gpu/headless.ts +58 -27
- package/src/plugins/builtin/gpu/history.tsx +3 -3
- package/src/plugins/builtin/gpu/index.tsx +2 -0
- package/src/plugins/builtin/gpu/model.ts +101 -16
- package/src/plugins/builtin/gpu/pane.tsx +28 -12
- package/src/plugins/builtin/gpu/series.ts +38 -0
- package/src/plugins/builtin/help/function-card.tsx +25 -6
- package/src/plugins/builtin/help/function-index.ts +2 -0
- package/src/plugins/builtin/help/index.tsx +31 -9
- package/src/plugins/builtin/holders/beneficial-model.ts +90 -3
- package/src/plugins/builtin/holders/beneficial-report.ts +57 -5
- package/src/plugins/builtin/holders/beneficial-view.tsx +55 -11
- package/src/plugins/builtin/holders/client.ts +22 -3
- package/src/plugins/builtin/holders/format.ts +18 -3
- package/src/plugins/builtin/holders/headless.ts +36 -133
- package/src/plugins/builtin/holders/pane.tsx +11 -4
- package/src/plugins/builtin/holders/report-header.ts +40 -5
- package/src/plugins/builtin/holders/report-rows.ts +240 -0
- package/src/plugins/builtin/insider/client.ts +35 -20
- package/src/plugins/builtin/insider/headless.ts +41 -11
- package/src/plugins/builtin/insider/index.tsx +26 -9
- package/src/plugins/builtin/insider/insider-data.ts +10 -0
- package/src/plugins/builtin/insider/issuer.ts +49 -0
- package/src/plugins/builtin/insider/model.ts +3 -0
- package/src/plugins/builtin/ipo-calendar/headless.ts +1 -1
- package/src/plugins/builtin/iv-history/client.ts +20 -6
- package/src/plugins/builtin/iv-history/format.ts +9 -0
- package/src/plugins/builtin/iv-history/headless.ts +56 -21
- package/src/plugins/builtin/iv-history/index.tsx +2 -0
- package/src/plugins/builtin/iv-history/model.ts +143 -8
- package/src/plugins/builtin/iv-history/screen-pane.tsx +5 -9
- package/src/plugins/builtin/iv-history/series.ts +29 -0
- package/src/plugins/builtin/jobs/headless.ts +26 -3
- package/src/plugins/builtin/jobs/index.tsx +3 -1
- package/src/plugins/builtin/jobs/series.ts +19 -0
- package/src/plugins/builtin/kelly-sizer/index.tsx +2 -0
- package/src/plugins/builtin/kelly-sizer/pane.tsx +2 -1
- package/src/plugins/builtin/kelly-sizer/portfolio.ts +0 -39
- package/src/plugins/builtin/macro-day/client.ts +44 -3
- package/src/plugins/builtin/macro-day/headless.ts +13 -10
- package/src/plugins/builtin/macro-day/model.ts +56 -10
- package/src/plugins/builtin/macro-day/pane.tsx +30 -20
- package/src/plugins/builtin/market-heatmap/headless.ts +20 -5
- package/src/plugins/builtin/market-heatmap/index.tsx +6 -0
- package/src/plugins/builtin/market-heatmap/model.ts +19 -11
- package/src/plugins/builtin/market-heatmap/portfolio.ts +2 -2
- package/src/plugins/builtin/market-movers/client.ts +7 -5
- package/src/plugins/builtin/market-movers/index.tsx +3 -2
- package/src/plugins/builtin/market-movers/model.ts +30 -0
- package/src/plugins/builtin/market-movers/screener.ts +31 -0
- package/src/plugins/builtin/market-valuation/chart-series.ts +29 -69
- package/src/plugins/builtin/market-valuation/index.tsx +3 -3
- package/src/plugins/builtin/market-valuation/indicators.ts +0 -5
- package/src/plugins/builtin/members/headless.ts +8 -3
- package/src/plugins/builtin/members/model.ts +31 -3
- package/src/plugins/builtin/members/pane.tsx +6 -8
- package/src/plugins/builtin/mna/distress/headless.ts +4 -4
- package/src/plugins/builtin/mna/headless.ts +18 -6
- package/src/plugins/builtin/money-markets/headless.ts +5 -4
- package/src/plugins/builtin/money-markets/index.tsx +2 -0
- package/src/plugins/builtin/money-markets/series.ts +41 -0
- package/src/plugins/builtin/news/index.tsx +0 -2
- package/src/plugins/builtin/news/wire/news/detail-view.tsx +53 -104
- package/src/plugins/builtin/news/wire/news/footer.ts +2 -25
- package/src/plugins/builtin/news/wire/news/preset-pane.tsx +0 -2
- package/src/plugins/builtin/notes/cli.ts +12 -7
- package/src/plugins/builtin/notes/index.tsx +1 -0
- package/src/plugins/builtin/options/index.tsx +3 -0
- package/src/plugins/builtin/options/view.tsx +1 -1
- package/src/plugins/builtin/options-calculator/inputs.ts +2 -1
- package/src/plugins/builtin/options-positioning/client.ts +7 -3
- package/src/plugins/builtin/options-positioning/headless.ts +4 -3
- package/src/plugins/builtin/options-positioning/pane.tsx +2 -2
- package/src/plugins/builtin/options-scenario/client.ts +2 -1
- package/src/plugins/builtin/options-scenario/headless.ts +1 -0
- package/src/plugins/builtin/options-scenario/hedge.ts +2 -1
- package/src/plugins/builtin/perps/client.ts +90 -16
- package/src/plugins/builtin/perps/equity-row.tsx +52 -17
- package/src/plugins/builtin/perps/freshness.ts +66 -0
- package/src/plugins/builtin/perps/headless.ts +47 -32
- package/src/plugins/builtin/perps/index.tsx +23 -4
- package/src/plugins/builtin/perps/list-perpetuals.ts +118 -0
- package/src/plugins/builtin/perps/model.ts +20 -5
- package/src/plugins/builtin/perps/open-market.ts +15 -0
- package/src/plugins/builtin/perps/pane.tsx +76 -20
- package/src/plugins/builtin/perps/series.ts +76 -0
- package/src/plugins/builtin/plugin-marketplace/index.tsx +1 -1
- package/src/plugins/builtin/plugin-marketplace/pane.tsx +73 -67
- package/src/plugins/builtin/plugin-module.ts +3 -0
- package/src/plugins/builtin/portfolio-list/account-metrics.ts +1 -1
- package/src/plugins/builtin/portfolio-list/allocation.ts +5 -4
- package/src/plugins/builtin/portfolio-list/cell-version.ts +8 -1
- package/src/plugins/builtin/portfolio-list/cli/bulk-symbols.ts +161 -0
- package/src/plugins/builtin/portfolio-list/cli/import-13f.ts +109 -0
- package/src/plugins/builtin/portfolio-list/cli/portfolio-command.ts +384 -74
- package/src/plugins/builtin/portfolio-list/cli/render.ts +437 -71
- package/src/plugins/builtin/portfolio-list/cli/shared.ts +21 -4
- package/src/plugins/builtin/portfolio-list/cli/watchlist-command.ts +121 -47
- package/src/plugins/builtin/portfolio-list/column-values.ts +104 -26
- package/src/plugins/builtin/portfolio-list/grid.tsx +1 -1
- package/src/plugins/builtin/portfolio-list/headless.ts +84 -18
- package/src/plugins/builtin/portfolio-list/imported-from.ts +8 -0
- package/src/plugins/builtin/portfolio-list/index.tsx +5 -1
- package/src/plugins/builtin/portfolio-list/live-valuation.ts +6 -2
- package/src/plugins/builtin/portfolio-list/mutations.ts +2 -9
- package/src/plugins/builtin/portfolio-list/pane/data.ts +5 -1
- package/src/plugins/builtin/portfolio-list/pane/index.tsx +52 -9
- package/src/plugins/builtin/portfolio-list/quick-add/index.tsx +33 -11
- package/src/plugins/builtin/portfolio-list/quick-add/resolution.ts +21 -1
- package/src/plugins/builtin/portfolio-list/settings.ts +17 -0
- package/src/plugins/builtin/portfolio-list/summary/index.tsx +12 -0
- package/src/plugins/builtin/portfolio-list/summary/totals.ts +9 -4
- package/src/plugins/builtin/portfolio-list/table.tsx +37 -7
- package/src/plugins/builtin/power/client.ts +16 -0
- package/src/plugins/builtin/power/evidence.ts +63 -10
- package/src/plugins/builtin/power/headless.ts +77 -9
- package/src/plugins/builtin/power/index.tsx +28 -3
- package/src/plugins/builtin/power/model.ts +73 -2
- package/src/plugins/builtin/power/pane.tsx +37 -9
- package/src/plugins/builtin/power/prices-client.ts +139 -0
- package/src/plugins/builtin/power/prices-headless.ts +137 -0
- package/src/plugins/builtin/power/prices-model.ts +103 -0
- package/src/plugins/builtin/power/prices.tsx +179 -0
- package/src/plugins/builtin/rate-path/headless.ts +46 -18
- package/src/plugins/builtin/realized-vol/headless.ts +5 -0
- package/src/plugins/builtin/relative-rotation/headless.ts +3 -3
- package/src/plugins/builtin/research/corporate-actions-pane.tsx +5 -2
- package/src/plugins/builtin/research/event-model.ts +68 -24
- package/src/plugins/builtin/research/events-headless.ts +2 -1
- package/src/plugins/builtin/research/headless.ts +2 -1
- package/src/plugins/builtin/research/index.tsx +2 -0
- package/src/plugins/builtin/research-search/article.ts +65 -0
- package/src/plugins/builtin/research-search/document-view.tsx +33 -215
- package/src/plugins/builtin/research-search/model.ts +0 -9
- package/src/plugins/builtin/research-search/pane.tsx +41 -30
- package/src/plugins/builtin/research-search/snippet.ts +0 -29
- package/src/plugins/builtin/revenue-breakdown/headless.ts +18 -6
- package/src/plugins/builtin/seasonality/client.ts +15 -7
- package/src/plugins/builtin/seasonality/headless.ts +36 -12
- package/src/plugins/builtin/seasonality/index.tsx +2 -2
- package/src/plugins/builtin/seasonality/model.ts +119 -0
- package/src/plugins/builtin/seasonality/pane.tsx +108 -37
- package/src/plugins/builtin/sec/headless.ts +25 -3
- package/src/plugins/builtin/sec/index.tsx +2 -1
- package/src/plugins/builtin/series-inventory.ts +93 -0
- package/src/plugins/builtin/shared/cloud-denied.ts +15 -0
- package/src/plugins/builtin/shared/cloud-upgrade.ts +1 -1
- package/src/plugins/builtin/shared/command-tab.ts +30 -12
- package/src/plugins/builtin/shared/earnings-report.ts +55 -0
- package/src/plugins/builtin/shared/fred-points.ts +20 -0
- package/src/plugins/builtin/shared/free-preview.ts +47 -0
- package/src/plugins/builtin/shared/fx-rate-freshness.ts +101 -0
- package/src/plugins/builtin/shared/open-description.ts +29 -0
- package/src/plugins/builtin/shared/report-freshness.ts +12 -1
- package/src/plugins/builtin/shared/series-warning.ts +5 -0
- package/src/plugins/builtin/shared/volatility/options.ts +4 -1
- package/src/plugins/builtin/short-interest/headless.ts +1 -0
- package/src/plugins/builtin/short-interest/index.tsx +2 -0
- package/src/plugins/builtin/short-interest/series.ts +36 -0
- package/src/plugins/builtin/short-interest/watch-headless.ts +3 -2
- package/src/plugins/builtin/short-interest/watch-model.ts +9 -5
- package/src/plugins/builtin/short-volume/headless.ts +2 -1
- package/src/plugins/builtin/short-volume/index.tsx +2 -0
- package/src/plugins/builtin/short-volume/series.ts +23 -0
- package/src/plugins/builtin/social-mentions/headless.ts +1 -1
- package/src/plugins/builtin/social-mentions/index.tsx +2 -0
- package/src/plugins/builtin/social-mentions/series.ts +23 -0
- package/src/plugins/builtin/supply-chain/graph-pane.tsx +3 -2
- package/src/plugins/builtin/supply-chain/headless.ts +43 -11
- package/src/plugins/builtin/supply-chain/model.ts +13 -0
- package/src/plugins/builtin/supply-chain/pane.tsx +8 -6
- package/src/plugins/builtin/themes/headless.ts +74 -10
- package/src/plugins/builtin/themes/model.ts +71 -4
- package/src/plugins/builtin/themes/pane.tsx +22 -5
- package/src/plugins/builtin/thirteenf/api.ts +1 -0
- package/src/plugins/builtin/thirteenf/data.ts +6 -4
- package/src/plugins/builtin/thirteenf/headless.ts +217 -36
- package/src/plugins/builtin/thirteenf/model.ts +39 -1
- package/src/plugins/builtin/thirteenf/overlap.ts +75 -0
- package/src/plugins/builtin/thirteenf/pane.tsx +10 -1
- package/src/plugins/builtin/thirteenf/report-notes.ts +103 -1
- package/src/plugins/builtin/thirteenf/types.ts +2 -0
- package/src/plugins/builtin/ticker-detail/data-panes/returns-history.ts +114 -0
- package/src/plugins/builtin/ticker-detail/data-panes/returns-model.ts +57 -2
- package/src/plugins/builtin/ticker-detail/data-panes/returns-pane.tsx +19 -55
- package/src/plugins/builtin/ticker-detail/headless-schema.ts +30 -0
- package/src/plugins/builtin/ticker-detail/headless.ts +86 -0
- package/src/plugins/builtin/ticker-detail/index.tsx +26 -11
- package/src/plugins/builtin/ticker-detail/overview/components.tsx +1 -1
- package/src/plugins/builtin/ticker-detail/overview/futures-contract.ts +31 -0
- package/src/plugins/builtin/ticker-detail/overview/model.ts +3 -3
- package/src/plugins/builtin/ticker-detail/overview/pane.tsx +2 -1
- package/src/plugins/builtin/ticker-detail/overview-tab.tsx +49 -5
- package/src/plugins/builtin/ticker-detail/quote-monitor/index.tsx +13 -3
- package/src/plugins/builtin/time-sales/headless.ts +2 -1
- package/src/plugins/builtin/time-sales/index.tsx +2 -1
- package/src/plugins/builtin/treasury-auctions/headless.ts +16 -2
- package/src/plugins/builtin/treasury-auctions/index.tsx +1 -0
- package/src/plugins/builtin/treasury-auctions/model.ts +8 -0
- package/src/plugins/builtin/vol-surface/evidence.ts +7 -1
- package/src/plugins/builtin/vol-surface/headless.ts +51 -17
- package/src/plugins/builtin/vol-surface/heat-grid.tsx +113 -0
- package/src/plugins/builtin/vol-surface/model.ts +39 -6
- package/src/plugins/builtin/vol-surface/pane.tsx +14 -13
- package/src/plugins/builtin/vol-surface/stored.ts +63 -3
- package/src/plugins/builtin/vol-surface/surface.tsx +30 -2
- package/src/plugins/builtin/volatility/index.tsx +2 -0
- package/src/plugins/builtin/volatility/series.ts +84 -0
- package/src/plugins/builtin/world-venue-map/basemap-layer.tsx +6 -5
- package/src/plugins/builtin/world-venue-map/basemap.ts +6 -3
- package/src/plugins/builtin/world-venue-map/geo-draw.tsx +2 -1
- package/src/plugins/builtin/world-venue-map/geo-series.ts +26 -1
- package/src/plugins/builtin/world-venue-map/geo-svg.tsx +6 -6
- package/src/plugins/builtin/world-venue-map/headless.ts +4 -1
- package/src/plugins/builtin/world-venue-map/index.ts +2 -1
- package/src/plugins/builtin/world-venue-map/layered-pane.tsx +24 -13
- package/src/plugins/builtin/world-venue-map/layers.ts +29 -0
- package/src/plugins/builtin/world-venue-map/map.tsx +144 -13
- package/src/plugins/builtin/world-venue-map/model.ts +56 -19
- package/src/plugins/builtin/world-venue-map/pane.tsx +5 -2
- package/src/plugins/builtin/yield-curve/chart.ts +2 -2
- package/src/plugins/builtin/yield-curve/curves.ts +21 -8
- package/src/plugins/builtin/yield-curve/headless.ts +71 -18
- package/src/plugins/builtin/yield-curve/index.tsx +4 -2
- package/src/plugins/builtin/yield-curve/series.ts +86 -0
- package/src/plugins/catalog-browser.ts +2 -1
- package/src/plugins/installer.ts +2 -2
- package/src/plugins/loader.ts +15 -0
- package/src/plugins/manager-node.ts +1 -1
- package/src/plugins/{builtin/plugin-marketplace → marketplace}/feed.ts +2 -2
- package/src/plugins/{builtin/plugin-marketplace → marketplace}/model.ts +6 -6
- package/src/plugins/{builtin/plugin-marketplace → marketplace}/store.ts +1 -1
- package/src/plugins/registry/host-actions.ts +11 -0
- package/src/plugins/registry/index.ts +89 -4
- package/src/portfolio/collection-name.ts +31 -0
- package/src/{plugins/builtin/portfolio-list → portfolio}/position-metrics.ts +6 -6
- package/src/portfolio/position-value.ts +40 -0
- package/src/portfolio/valuation-basis.ts +79 -0
- package/src/public/__snapshots__/public-api.test.ts.snap +7 -0
- package/src/public/time-series.ts +17 -0
- package/src/react/auto-refresh.ts +13 -3
- package/src/react/input.ts +33 -1
- package/src/react/key-repeat.ts +86 -0
- package/src/remote/app-host.tsx +20 -4
- package/src/remote/confirm-change.tsx +85 -0
- package/src/remote/controller-utils.ts +8 -1
- package/src/remote/controller.ts +144 -7
- package/src/remote/pane-screenshot.ts +47 -0
- package/src/remote/schema.ts +65 -2
- package/src/remote/types.ts +30 -0
- package/src/remote/watchlist.ts +306 -0
- package/src/renderers/browser/main.tsx +4 -3
- package/src/renderers/browser/research-entry.ts +4 -2
- package/src/renderers/cloudflare/worker.ts +1 -1
- package/src/renderers/dom/data-table/frozen-column.ts +3 -1
- package/src/renderers/dom/data-table/index.tsx +33 -6
- package/src/renderers/dom/data-table/row.tsx +30 -1
- package/src/renderers/dom/desktop/control-styles.ts +63 -1
- package/src/renderers/dom/desktop/controls.tsx +30 -23
- package/src/renderers/dom/desktop/dialog-actions.tsx +170 -0
- package/src/renderers/dom/desktop/icons.tsx +16 -0
- package/src/renderers/dom/dom-ui-host.tsx +3 -0
- package/src/renderers/dom/host/block-glyph-canvas.tsx +6 -3
- package/src/renderers/dom/host/box.tsx +8 -0
- package/src/renderers/dom/host/chart-surface.tsx +33 -2
- package/src/renderers/dom/host/live-frame.ts +6 -2
- package/src/renderers/dom/host/overflow-fade.ts +14 -1
- package/src/renderers/dom/host/scroll-box.tsx +32 -0
- package/src/renderers/dom/host/size-observer.ts +41 -0
- package/src/renderers/dom/host/sticky-scroll.ts +128 -0
- package/src/renderers/dom/host/style.ts +1 -1
- package/src/renderers/dom/host/surface-3d.tsx +19 -7
- package/src/renderers/dom/host/surface-fit.ts +406 -0
- package/src/renderers/dom/host/text.tsx +1 -1
- package/src/renderers/dom/input-host.tsx +1 -0
- package/src/renderers/dom/styles.css +102 -5
- package/src/renderers/electrobun/bun/application-menu/click.ts +18 -0
- package/src/renderers/electrobun/bun/index.ts +3 -2
- package/src/renderers/electrobun/shared/protocol.ts +1 -1
- package/src/renderers/electrobun/view/cli-pane-shot-entry.tsx +29 -2
- package/src/renderers/electrobun/view/cli-pane-shot-frame.tsx +63 -20
- package/src/renderers/electrobun/view/cli-pane-shot-health.ts +10 -26
- package/src/renderers/electrobun/view/main.tsx +5 -3
- package/src/renderers/electrobun/view/remote/asset-data-client.ts +2 -0
- package/src/renderers/opentui/chart-surface.tsx +1 -0
- package/src/renderers/opentui/frame-capture.ts +33 -0
- package/src/renderers/opentui/host.tsx +10 -13
- package/src/renderers/opentui/pane-image/glyphs-license.txt +107 -0
- package/src/renderers/opentui/pane-image/glyphs.json +1 -0
- package/src/renderers/opentui/pane-image/index.ts +107 -0
- package/src/renderers/opentui/pane-image/raster.ts +428 -0
- package/src/renderers/opentui/start.tsx +3 -3
- package/src/renderers/opentui/test-utils.tsx +3 -0
- package/src/renderers/opentui/ui-host.tsx +29 -1
- package/src/series/capability.ts +75 -0
- package/src/series/csv.ts +160 -0
- package/src/series/files.ts +107 -0
- package/src/series/registry.ts +198 -0
- package/src/series/resolve.ts +108 -0
- package/src/series/standalone.ts +48 -0
- package/src/series/types.ts +153 -0
- package/src/series/validate.ts +171 -0
- package/src/shares/chat.ts +34 -0
- package/src/shares/dialog.tsx +295 -0
- package/src/shares/flow.tsx +56 -0
- package/src/shares/live.ts +14 -22
- package/src/shares/pane-image.ts +152 -0
- package/src/shares/personal-pane.ts +64 -0
- package/src/shares/portable-layout.ts +4 -2
- package/src/shares/prepare.ts +20 -0
- package/src/sources/gloomberb-cloud/index.ts +109 -10
- package/src/sources/gloomberb-cloud/normalizers.ts +3 -0
- package/src/sources/gloomberb-cloud/perpetuals.ts +249 -0
- package/src/sources/history-result.ts +1 -0
- package/src/sources/history-retention.ts +11 -0
- package/src/sources/listing-symbols.ts +4 -1
- package/src/sources/listing-target.ts +4 -0
- package/src/sources/provider-router/batches.ts +4 -1
- package/src/sources/provider-router/cache.ts +4 -2
- package/src/sources/provider-router/cached-routes.ts +1 -1
- package/src/sources/provider-router/financial-routes.ts +1 -0
- package/src/sources/provider-router/financials.ts +13 -0
- package/src/sources/provider-router/history.ts +43 -25
- package/src/sources/provider-router/index.ts +14 -0
- package/src/sources/provider-router/search.ts +1 -0
- package/src/state/hooks/inline-tickers.ts +49 -11
- package/src/sync/core-contributors.ts +1 -0
- package/src/test-support/shell-pane-keys.tsx +1 -0
- package/src/theme/theme-context.tsx +15 -1
- package/src/tickers/company-name.ts +75 -0
- package/src/tickers/instrument-kind.ts +34 -1
- package/src/tickers/listing-name.ts +34 -0
- package/src/tickers/listing-venues.ts +132 -0
- package/src/tickers/open-target.ts +13 -4
- package/src/tickers/perpetual-listing.ts +151 -0
- package/src/tickers/prediction-listing.ts +26 -0
- package/src/tickers/search/index.ts +72 -11
- package/src/tickers/search/ranking.ts +98 -20
- package/src/tickers/search/types.ts +7 -1
- package/src/tickers/ticker-changes.ts +213 -0
- package/src/tickers/us-listing.ts +34 -0
- package/src/time-series/economic.ts +2 -6
- package/src/time-series/hooks.ts +9 -0
- package/src/time-series/ice-credit.ts +39 -0
- package/src/time-series/resolve.ts +211 -29
- package/src/time-series/studies.ts +1 -0
- package/src/time-series/types.ts +12 -2
- package/src/time-series/use-chart-resolution.ts +32 -0
- package/src/types/config.ts +10 -2
- package/src/types/data-provider.ts +11 -0
- package/src/types/financials.ts +62 -1
- package/src/types/headless.ts +113 -0
- package/src/types/instrument.ts +4 -0
- package/src/types/plugin.ts +52 -2
- package/src/types/price-history.ts +7 -0
- package/src/types/ticker-changes.ts +26 -0
- package/src/types/ticker.ts +14 -0
- package/src/ui/context-menu.tsx +13 -1
- package/src/ui/host.tsx +57 -3
- package/src/ui/live-resize.ts +91 -0
- package/src/ui/live-stretch.ts +153 -0
- package/src/ui/measured-cells.ts +58 -0
- package/src/ui/sticky-scroll.ts +7 -0
- package/src/utils/basis-points.ts +17 -0
- package/src/utils/central-banks.ts +76 -0
- package/src/utils/cli-output.ts +131 -15
- package/src/utils/concurrency.ts +25 -0
- package/src/utils/crypto-pair.ts +20 -0
- package/src/utils/currency-pair.ts +19 -0
- package/src/utils/currency-units.ts +11 -0
- package/src/utils/datetime-format.ts +27 -6
- package/src/utils/decimal-comma.ts +19 -0
- package/src/utils/dom-screenshot-css.ts +265 -0
- package/src/utils/dom-screenshot-rasters.ts +276 -0
- package/src/utils/dom-screenshot.ts +439 -52
- package/src/utils/double-escape-close.ts +15 -1
- package/src/utils/exchange-rate-snapshot.ts +6 -2
- package/src/utils/exchanges.ts +143 -1
- package/src/utils/format.ts +35 -5
- package/src/utils/forward-dividend.ts +14 -0
- package/src/utils/fundamentals.ts +66 -0
- package/src/utils/futures-generic.ts +6 -12
- package/src/utils/fx-market-hours.ts +15 -5
- package/src/utils/fx-status.ts +6 -1
- package/src/utils/inline-content-tokenizer.ts +22 -3
- package/src/utils/market-capitalization.ts +8 -0
- package/src/utils/one-shot.ts +73 -0
- package/src/utils/options.ts +37 -8
- package/src/utils/price-history.ts +99 -42
- package/src/utils/sec-eps-basis.ts +24 -11
- package/src/utils/sec.ts +61 -7
- package/src/utils/utc-time.ts +63 -4
- package/src/plugins/builtin/fx-matrix/freshness.ts +0 -65
- /package/src/plugins/{builtin/plugin-marketplace → marketplace}/activation.ts +0 -0
- /package/src/plugins/{builtin/plugin-marketplace → marketplace}/ids.ts +0 -0
- /package/src/plugins/{builtin/plugin-marketplace → marketplace}/packs.ts +0 -0
- /package/src/{plugins/builtin/cloud → tickers}/starter-symbols.ts +0 -0
|
@@ -1,64 +1,27 @@
|
|
|
1
|
-
import {
|
|
2
|
-
import type { ChartSeriesCatalogItem, ChartSeriesCapability } from "../../../capabilities";
|
|
3
|
-
import { colors } from "../../../theme/colors";
|
|
4
|
-
import type { ResolvedSeries, TimeSeriesPoint } from "../../../time-series/types";
|
|
1
|
+
import type { SeriesDefinition, SeriesLoadResult } from "../../../series/types";
|
|
5
2
|
import { buildValuationSeries } from "./align";
|
|
6
3
|
import { defaultValuationSeriesLoader, type ValuationSeriesLoader } from "./client";
|
|
7
4
|
import { indicatorUnavailableReason, indicatorSeries, type IndicatorDef } from "./defs";
|
|
8
|
-
import {
|
|
5
|
+
import { INDICATORS } from "./indicators";
|
|
9
6
|
import type { DatedSeries } from "./series";
|
|
10
7
|
|
|
11
|
-
|
|
8
|
+
/** `CAP:market-valuation:<indicator>`, the expression charts saved before the catalog had these. */
|
|
9
|
+
const MARKET_VALUATION_NAMESPACE = "market-valuation";
|
|
12
10
|
|
|
13
|
-
|
|
14
|
-
|
|
15
|
-
|
|
16
|
-
label: indicator.label,
|
|
17
|
-
description: indicator.description,
|
|
18
|
-
detail: "Market valuation",
|
|
19
|
-
style: "line",
|
|
20
|
-
};
|
|
21
|
-
}
|
|
22
|
-
|
|
23
|
-
function matches(indicator: IndicatorDef, query: string): boolean {
|
|
24
|
-
const haystack = `${indicator.id} ${indicator.label} ${indicator.shortLabel} ${indicator.description}`;
|
|
25
|
-
return haystack.toLowerCase().includes(query);
|
|
11
|
+
/** Shiller's series move once a month; the Z.1 and GDP ratios once a quarter. */
|
|
12
|
+
function indicatorFrequency(indicator: IndicatorDef): "monthly" | "quarterly" {
|
|
13
|
+
return indicatorSeries(indicator).some((def) => def.source.kind === "shiller") ? "monthly" : "quarterly";
|
|
26
14
|
}
|
|
27
15
|
|
|
28
16
|
/**
|
|
29
|
-
* A ratio is not a series anyone can fetch, so the pane's own computation is
|
|
30
|
-
* makes it chartable
|
|
31
|
-
*
|
|
17
|
+
* A ratio is not a series anyone can fetch, so the pane's own computation is
|
|
18
|
+
* what makes it chartable: overlaying the Buffett indicator on CPI needs no
|
|
19
|
+
* valuation pane on screen.
|
|
32
20
|
*/
|
|
33
|
-
export function
|
|
21
|
+
export async function loadValuationIndicator(
|
|
22
|
+
indicator: IndicatorDef,
|
|
34
23
|
loader: ValuationSeriesLoader = defaultValuationSeriesLoader,
|
|
35
|
-
):
|
|
36
|
-
return chartSeriesProvider({
|
|
37
|
-
id: MARKET_VALUATION_CAPABILITY_ID,
|
|
38
|
-
name: "Market Valuation",
|
|
39
|
-
provider: {
|
|
40
|
-
catalog: ({ limit }) => INDICATORS.slice(0, limit ?? INDICATORS.length).map(catalogItem),
|
|
41
|
-
search: ({ query, limit }) => {
|
|
42
|
-
const needle = query?.trim().toLowerCase();
|
|
43
|
-
const hits = needle
|
|
44
|
-
? INDICATORS.filter((indicator) => matches(indicator, needle))
|
|
45
|
-
: [...INDICATORS];
|
|
46
|
-
return hits.slice(0, limit ?? hits.length).map(catalogItem);
|
|
47
|
-
},
|
|
48
|
-
resolve: async ({ seriesId }) => resolveValuationSeries(seriesId, loader),
|
|
49
|
-
},
|
|
50
|
-
});
|
|
51
|
-
}
|
|
52
|
-
|
|
53
|
-
export async function resolveValuationSeries(
|
|
54
|
-
seriesId: string,
|
|
55
|
-
loader: ValuationSeriesLoader = defaultValuationSeriesLoader,
|
|
56
|
-
): Promise<ResolvedSeries> {
|
|
57
|
-
const indicator = findIndicator(seriesId);
|
|
58
|
-
if (indicator.id !== seriesId.trim().toLowerCase()) {
|
|
59
|
-
throw new Error(`Unknown valuation series ${seriesId}`);
|
|
60
|
-
}
|
|
61
|
-
|
|
24
|
+
): Promise<SeriesLoadResult> {
|
|
62
25
|
const unavailable = indicatorUnavailableReason(indicator);
|
|
63
26
|
if (unavailable) throw new Error(unavailable);
|
|
64
27
|
const legs = new Map<string, DatedSeries>();
|
|
@@ -74,26 +37,23 @@ export async function resolveValuationSeries(
|
|
|
74
37
|
if (built.points.at(-1)?.ratio == null) {
|
|
75
38
|
warnings.push(`${indicator.label}: latest observation unavailable (${built.points.at(-1)!.date})`);
|
|
76
39
|
}
|
|
77
|
-
const points: TimeSeriesPoint[] = built.points.map((point) => {
|
|
78
|
-
const date = new Date(point.date);
|
|
79
|
-
return { date, observedAt: date, value: point.ratio };
|
|
80
|
-
});
|
|
81
|
-
|
|
82
40
|
return {
|
|
83
|
-
|
|
84
|
-
label: indicator.label,
|
|
85
|
-
color: colors.textBright,
|
|
86
|
-
// Source percentages need the same units as ratios scaled into percentages.
|
|
87
|
-
unit: indicator.axisUnit === "%" ? "%" : "x",
|
|
88
|
-
unitGroup: indicator.axisUnit === "%" ? "valuation-percent" : "valuation-ratio",
|
|
89
|
-
nativeFrequency: "daily",
|
|
90
|
-
dataShape: "scalar",
|
|
91
|
-
style: "line",
|
|
92
|
-
transform: "raw",
|
|
93
|
-
axis: "left",
|
|
94
|
-
panelId: "main",
|
|
95
|
-
interpolation: "none",
|
|
41
|
+
points: built.points.map((point) => ({ date: point.date, value: point.ratio })),
|
|
96
42
|
...(warnings.length ? { warning: warnings.join("; ") } : {}),
|
|
97
|
-
points,
|
|
98
43
|
};
|
|
99
44
|
}
|
|
45
|
+
|
|
46
|
+
export function valuationSeriesDefinitions(
|
|
47
|
+
loader: ValuationSeriesLoader = defaultValuationSeriesLoader,
|
|
48
|
+
): SeriesDefinition[] {
|
|
49
|
+
return INDICATORS.map((indicator) => ({
|
|
50
|
+
id: `${MARKET_VALUATION_NAMESPACE}:${indicator.id}`,
|
|
51
|
+
name: indicator.label,
|
|
52
|
+
unit: indicator.axisUnit === "%" ? "%" : "x",
|
|
53
|
+
frequency: indicatorFrequency(indicator),
|
|
54
|
+
group: "Valuation",
|
|
55
|
+
tags: [indicator.shortLabel, "market valuation"],
|
|
56
|
+
description: indicator.description,
|
|
57
|
+
load: () => loadValuationIndicator(indicator, loader),
|
|
58
|
+
}));
|
|
59
|
+
}
|
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
import type { PluginModule } from "../plugin-module";
|
|
2
2
|
import { valuationCache } from "./cache";
|
|
3
|
-
import {
|
|
3
|
+
import { valuationSeriesDefinitions } from "./chart-series";
|
|
4
4
|
import { INDICATORS, resolveIndicatorArg } from "./indicators";
|
|
5
5
|
import { marketValuationHeadless } from "./headless";
|
|
6
6
|
import { MarketValuationPane } from "./pane";
|
|
@@ -35,8 +35,8 @@ const KEYWORDS = [...new Set([
|
|
|
35
35
|
])];
|
|
36
36
|
|
|
37
37
|
export const marketValuationModule: PluginModule = {
|
|
38
|
-
//
|
|
39
|
-
|
|
38
|
+
// Each ratio is a catalog series, so G can overlay them on anything else.
|
|
39
|
+
series: valuationSeriesDefinitions(),
|
|
40
40
|
panes: [{
|
|
41
41
|
id: MARKET_VALUATION_PANE_ID,
|
|
42
42
|
name: "Market Valuation",
|
|
@@ -370,11 +370,6 @@ export const INDICATORS: readonly IndicatorDef[] = [
|
|
|
370
370
|
|
|
371
371
|
export const DEFAULT_INDICATOR_ID = BUFFETT_INDICATOR.id;
|
|
372
372
|
|
|
373
|
-
export function findIndicator(id: string | null | undefined): IndicatorDef {
|
|
374
|
-
const normalized = id?.trim().toLowerCase();
|
|
375
|
-
return INDICATORS.find((entry) => entry.id === normalized) ?? BUFFETT_INDICATOR;
|
|
376
|
-
}
|
|
377
|
-
|
|
378
373
|
/** Resolves shortcut arguments like `VAL cape` or `VAL buffett` onto an indicator. */
|
|
379
374
|
export function resolveIndicatorArg(arg: string | null | undefined): IndicatorDef | null {
|
|
380
375
|
const query = arg?.trim().toLowerCase();
|
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
import type { HeadlessPaneColumn, HeadlessPaneDefinition } from "../../../types/plugin";
|
|
2
2
|
import { fetchChanges, fetchFunds, fetchMembers } from "./client";
|
|
3
|
-
import { canonicalFund, changeReason, decimal, DEFAULT_SORT, memberRows, percent } from "./model";
|
|
3
|
+
import { canonicalFund, changeReason, coverageText, decimal, DEFAULT_SORT, holdingsCaveats, holdingsSourceText, memberRows, percent } from "./model";
|
|
4
4
|
const columns: HeadlessPaneColumn[] = [
|
|
5
5
|
{ key: "symbol", header: "Ticker" }, { key: "name", header: "Name" },
|
|
6
6
|
{ key: "weight", header: "Weight %", align: "right", format: (value) => value == null ? "--" : decimal(Number(value) * 100) },
|
|
@@ -11,7 +11,7 @@ const columns: HeadlessPaneColumn[] = [
|
|
|
11
11
|
export const membersHeadless: HeadlessPaneDefinition<"rows"> = {
|
|
12
12
|
shape: "rows", argument: { kind: "ticker", optional: true, placeholder: "fund", description: "Covered fund or index alias; omit for the fund list." },
|
|
13
13
|
options: [{ key: "tab", type: "enum", values: [{ value: "members" }, { value: "movers" }, { value: "changes" }], defaultValue: "members", description: "Members, movers or changes." }],
|
|
14
|
-
discovery: { aliases: ["MEMB", "MRR", "IMOV"], limitations: ["ETF holdings, with file dates", "Partial delayed member return coverage", "Nasdaq-100 is not covered"] },
|
|
14
|
+
discovery: { aliases: ["MEMB", "MRR", "IMOV"], limitations: ["ETF holdings, with file dates.", "Partial delayed member return coverage.", "Nasdaq-100 is not covered."] },
|
|
15
15
|
describe: (args) => args.rawArgument ? `MEMB ${args.rawArgument}` : "Index and ETF members",
|
|
16
16
|
async load(args, context) {
|
|
17
17
|
const input = args.symbols[0] ?? args.rawArgument ?? "";
|
|
@@ -30,6 +30,11 @@ export const membersHeadless: HeadlessPaneDefinition<"rows"> = {
|
|
|
30
30
|
return { freshness: { status: data.stale ? "stale" : "delayed", delayMinutes: 15, ignoreStaleFlags: true }, rows, columns: movers ? [...columns.slice(0, 3), { key: "contribution", header: "Contrib. pp", align: "right", format: (value) => percent(value as number | null, "", 3) }] : columns,
|
|
31
31
|
complete: !data.stale && data.aggregate.fresh1D === data.aggregate.total,
|
|
32
32
|
unavailableSymbols: data.members.flatMap((row) => row.symbol && row.changePercent === null ? [row.symbol] : []),
|
|
33
|
-
metadata: { fund: data.fund, asOf: data.asOf, snapshotAsOf: data.snapshotAsOf, aggregate: data.aggregate, stale: data.stale
|
|
33
|
+
metadata: { fund: data.fund, asOf: data.asOf, snapshotAsOf: data.snapshotAsOf, aggregate: data.aggregate, stale: data.stale, notices: [
|
|
34
|
+
holdingsSourceText(input, data),
|
|
35
|
+
// The pane's coverage figure, and once what the table's dashes mean instead of leaving them bare.
|
|
36
|
+
[coverageText(data.aggregate), data.aggregate.fresh1D < data.aggregate.total ? "1D -- means no fresh delayed quote; those holdings are not counted" : ""].filter(Boolean).join(" | "),
|
|
37
|
+
...holdingsCaveats(data, movers),
|
|
38
|
+
] } };
|
|
34
39
|
},
|
|
35
40
|
};
|
|
@@ -1,4 +1,4 @@
|
|
|
1
|
-
import type { FundChange, FundMember, MemberFundsPayload } from "../../../api-client/members";
|
|
1
|
+
import type { FundChange, FundMember, FundMembersPayload, MemberFundsPayload } from "../../../api-client/members";
|
|
2
2
|
import type { DataTableColumn } from "../../../components";
|
|
3
3
|
import { buildSectionedRows, type SectionedRow } from "../../../components/data-table/sections";
|
|
4
4
|
import { getTableWidth } from "../../../components/ui/table-layout";
|
|
@@ -7,14 +7,42 @@ export type MembersTab = "members" | "movers" | "changes";
|
|
|
7
7
|
export const TABS = [{ value: "members", label: "Members" }, { value: "movers", label: "Movers" }, { value: "changes", label: "Changes" }];
|
|
8
8
|
export const isTab = (value: unknown): value is MembersTab => TABS.some((tab) => tab.value === value);
|
|
9
9
|
const COVERED = [{ ticker: "IVV", name: "S&P 500" }, { ticker: "IJH", name: "S&P 400" }, { ticker: "IJR", name: "S&P 600" }, { ticker: "IWM", name: "Russell 2000" }, { ticker: "IWB", name: "Russell 1000" }];
|
|
10
|
-
|
|
10
|
+
/** Symbols the app reads as a covered fund before asking the server, which knows its own aliases too. */
|
|
11
|
+
const LOCAL_ALIASES: Record<string, string> = { SPX: "IVV", SPY: "IVV", "^GSPC": "IVV" };
|
|
12
|
+
const requestedSymbol = (input: string) => input.split(":")[0]!.trim().toUpperCase();
|
|
13
|
+
export function canonicalFund(input: string) { const symbol = requestedSymbol(input); return LOCAL_ALIASES[symbol] ?? symbol; }
|
|
11
14
|
/** The covered fund the user asked for, by ticker or by an alias such as SPX, or undefined when it is not covered. */
|
|
12
15
|
export function coveredFund(funds: MemberFundsPayload["funds"], input: string) {
|
|
13
16
|
const symbol = canonicalFund(input);
|
|
14
17
|
return funds.find((fund) => fund.ticker === symbol || fund.aliases.some((alias) => alias.toUpperCase() === symbol));
|
|
15
18
|
}
|
|
19
|
+
/** Every symbol that opens this fund: the server's aliases and the app's own. */
|
|
20
|
+
function fundAliases(fund: MemberFundsPayload["funds"][number]) {
|
|
21
|
+
const local = Object.entries(LOCAL_ALIASES).flatMap(([alias, ticker]) => ticker === fund.ticker ? [alias] : []);
|
|
22
|
+
return [...new Set([...fund.aliases.map((alias) => alias.toUpperCase()), ...local])].filter((alias) => alias !== fund.ticker);
|
|
23
|
+
}
|
|
16
24
|
export function notCoveredMessage(input: string, funds: MemberFundsPayload["funds"]) {
|
|
17
|
-
|
|
25
|
+
const covered = funds.map((fund) => { const aliases = fundAliases(fund); return aliases.length ? `${fund.ticker} (${aliases.join(", ")})` : fund.ticker; });
|
|
26
|
+
return `${requestedSymbol(input)} is not a covered fund. Covered: ${covered.join(", ")}.`;
|
|
27
|
+
}
|
|
28
|
+
/** "Partial 1D 334/504 · 91.5% wt": how many holdings have a fresh 1D return, and their share of the fund. */
|
|
29
|
+
export function coverageText(aggregate: FundMembersPayload["aggregate"], short = false) {
|
|
30
|
+
const partial = aggregate.fresh1D < aggregate.total;
|
|
31
|
+
return `${partial && !short ? "Partial " : ""}1D ${aggregate.fresh1D}/${aggregate.total} · ${decimal(aggregate.coveredWeight * 100, 1)}% wt`;
|
|
32
|
+
}
|
|
33
|
+
/** "S&P 500, IVV holdings as of 2026-10-08 (for SPY)": the holdings file the members come from. */
|
|
34
|
+
export function holdingsSourceText(input: string, data: Pick<FundMembersPayload, "fund" | "asOf">) {
|
|
35
|
+
const requested = requestedSymbol(input);
|
|
36
|
+
return `${data.fund.name}, ${data.fund.ticker} holdings as of ${data.asOf.slice(0, 10)}${requested && requested !== data.fund.ticker ? ` (for ${requested})` : ""}`;
|
|
37
|
+
}
|
|
38
|
+
/** Caveats about a fund's holdings and returns, shared by the pane's notices and the text report. */
|
|
39
|
+
export function holdingsCaveats(data: FundMembersPayload, movers: boolean) {
|
|
40
|
+
return [
|
|
41
|
+
...(data.quotesUnavailable ? ["Member returns and current prices are unavailable. Dated holdings remain available."] : []),
|
|
42
|
+
...(movers && data.aggregate.fundReturn === null ? ["Fund 1D is unavailable; the difference cannot be calculated."] : []),
|
|
43
|
+
...(movers && data.aggregate.withinTolerance === false ? [`The covered contribution sum differs from the fund by ${percent(data.aggregate.residual, " pp")}.`] : []),
|
|
44
|
+
...(data.excludedDerivatives ? [`${data.excludedDerivatives} derivative positions are excluded from these share holdings.`] : []),
|
|
45
|
+
];
|
|
18
46
|
}
|
|
19
47
|
export function membersTitle(input: string) {
|
|
20
48
|
const requested = input.split(":")[0]!.trim().toUpperCase();
|
|
@@ -13,7 +13,7 @@ import { nextHeaderSort, type SortPreference } from "../../../utils/sort-values"
|
|
|
13
13
|
import { isPlainArrowUp, stopSearchFocusNavigation } from "../../../utils/search-focus-navigation";
|
|
14
14
|
import { useMembersMenu, type MemberList } from "../shared/members-menu";
|
|
15
15
|
import { cachedChanges, cachedFunds, cachedMembers, loadChanges, loadFunds, loadMembers } from "./client";
|
|
16
|
-
import { canonicalFund, changeColumns, changeLabel, changeReason, coveredFund, decimal, DEFAULT_SORT, isTab, memberColumns, memberRows, membersTitle, notCoveredMessage, percent, TABS, type MembersTab } from "./model";
|
|
16
|
+
import { canonicalFund, changeColumns, changeLabel, changeReason, coverageText, coveredFund, decimal, DEFAULT_SORT, holdingsCaveats, isTab, memberColumns, memberRows, membersTitle, notCoveredMessage, percent, TABS, type MembersTab } from "./model";
|
|
17
17
|
|
|
18
18
|
type ViewProps = Pick<PaneProps, "width" | "height" | "focused"> & { fund: string; active: boolean };
|
|
19
19
|
const rowKey = (row: SectionedRow<FundMember>) => row.key;
|
|
@@ -47,21 +47,19 @@ function Holdings({ fund, tab, width, height, focused, active }: ViewProps & { t
|
|
|
47
47
|
const date = dates.length === 1 ? dates[0] : dates.length ? `${dates[0]} to ${dates.at(-1)}` : data.fundDailyAsOf?.slice(0, 10);
|
|
48
48
|
const partial = data.aggregate.fresh1D < data.aggregate.total;
|
|
49
49
|
return [
|
|
50
|
-
{ id: "coverage", parts: [{ text:
|
|
51
|
-
|
|
50
|
+
{ id: "coverage", parts: [{ text: coverageText(data.aggregate, width < 60), tone: partial ? "warning" : "muted" }] },
|
|
51
|
+
// A capture's status line says the quotes' date and delay too; it does not say returns are unavailable.
|
|
52
|
+
{ id: "quote-date", title: `${date ?? "Quote date unavailable"} · 15m delayed · holdings ${data.asOf}`, quoteStatus: !data.quotesUnavailable,
|
|
52
53
|
parts: [{ text: data.quotesUnavailable ? "returns unavailable" : width < 60 && dates.length === 1 ? `${date!.slice(5)} delayed` : `${date ? `${date} · ` : ""}15m delayed`, tone: "muted" }] },
|
|
53
|
-
...(width >= 60 ? [{ id: "holdings-date", parts: [{ text: `holdings ${data.asOf}`, tone: "muted" as const }] }] : []),
|
|
54
|
+
...(width >= 60 ? [{ id: "holdings-date", asOf: true, parts: [{ text: `holdings ${data.asOf}`, tone: "muted" as const }] }] : []),
|
|
54
55
|
];
|
|
55
56
|
}, [data, width]);
|
|
56
57
|
usePaneStatusFooter({ registrationId: "members:status", loading: !!data && resource.loading,
|
|
57
58
|
stale: !!data && (data.stale || resource.data!.stale || !!resource.error), info });
|
|
58
59
|
usePaneNoticeFooter({ registrationId: "members:notices", focused, notices: [
|
|
59
60
|
...(resource.error || resource.data?.refreshError ? [resource.error ?? resource.data!.refreshError!] : []),
|
|
60
|
-
...(data?.quotesUnavailable ? ["Member returns and current prices are unavailable. Dated holdings remain available."] : []),
|
|
61
61
|
...(data && data.aggregate.fresh1D < data.aggregate.total ? [`Fresh 1D: ${data.aggregate.fresh1D}/${data.aggregate.total} holdings, ${decimal(data.aggregate.coveredWeight * 100, 1)}% of whole-fund weight. Missing returns are excluded.`] : []),
|
|
62
|
-
...(
|
|
63
|
-
...(movers && data?.aggregate.withinTolerance === false ? [`The covered contribution sum differs from the fund by ${percent(data.aggregate.residual, " pp")}.`] : []),
|
|
64
|
-
...(data?.excludedDerivatives ? [`${data.excludedDerivatives} derivative positions are excluded from these share holdings.`] : []),
|
|
62
|
+
...(data ? holdingsCaveats(data, movers) : []),
|
|
65
63
|
] });
|
|
66
64
|
const renderCell = useCallback((item: SectionedRow<FundMember>, column: DataTableColumn): DataTableCell => {
|
|
67
65
|
if (!isSectionedItemRow(item)) return { text: "" };
|
|
@@ -147,10 +147,10 @@ export const distressHeadless: HeadlessPaneDefinition<"rows"> = {
|
|
|
147
147
|
aliases: ["DIST"],
|
|
148
148
|
dataRequirements: ["Public SEC EDGAR filings and financial statement notes, TWSE and TPEx open data, BODACC and The Gazette notices"],
|
|
149
149
|
limitations: [
|
|
150
|
-
"A company missing from a list may still be in difficulty; absence is not a finding",
|
|
151
|
-
"Going-concern disclosures come from monthly SEC data sets, weeks after filing",
|
|
152
|
-
"Listing status is not a statement about solvency, and some Taiwan dates are when the row was first seen",
|
|
153
|
-
"Insolvency notices are not linked to listed companies",
|
|
150
|
+
"A company missing from a list may still be in difficulty; absence is not a finding.",
|
|
151
|
+
"Going-concern disclosures come from monthly SEC data sets, weeks after filing.",
|
|
152
|
+
"Listing status is not a statement about solvency, and some Taiwan dates are when the row was first seen.",
|
|
153
|
+
"Insolvency notices are not linked to listed companies.",
|
|
154
154
|
],
|
|
155
155
|
},
|
|
156
156
|
options: OPTIONS,
|
|
@@ -2,6 +2,8 @@ import type { MnaDealsParams, MnaRegionFilter, MnaStatusFilter, MnaTargetFilter
|
|
|
2
2
|
import type { HeadlessPaneColumn, HeadlessPaneDefinition } from "../../../types/plugin";
|
|
3
3
|
import { fetchMnaDeals } from "./client";
|
|
4
4
|
import { formatDealValue, formatExpectedClose, stageLabel, termsLabel } from "./model";
|
|
5
|
+
import { listingAbroadVenue } from "../../../utils/sec";
|
|
6
|
+
import { shortCompanyName } from "../../../tickers/company-name";
|
|
5
7
|
|
|
6
8
|
const text = (value: unknown) => (typeof value === "string" ? value : "");
|
|
7
9
|
|
|
@@ -29,9 +31,9 @@ export const mnaHeadless: HeadlessPaneDefinition<"rows"> = {
|
|
|
29
31
|
aliases: ["MA"],
|
|
30
32
|
dataRequirements: ["Gloom Cloud M&A deals read from news stories, press releases and SEC filings"],
|
|
31
33
|
limitations: [
|
|
32
|
-
"Free accounts see deals 7 days after they were first reported",
|
|
33
|
-
"Spreads need live quotes and are drawn by the pane, not listed here",
|
|
34
|
-
"A private or non-US deal completes only when a story reports it",
|
|
34
|
+
"Free accounts see deals 7 days after they were first reported.",
|
|
35
|
+
"Spreads need live quotes and are drawn by the pane, not listed here.",
|
|
36
|
+
"A private or non-US deal completes only when a story reports it.",
|
|
35
37
|
],
|
|
36
38
|
},
|
|
37
39
|
options: [
|
|
@@ -44,12 +46,19 @@ export const mnaHeadless: HeadlessPaneDefinition<"rows"> = {
|
|
|
44
46
|
describe: (args) => `M&A${args.symbols[0] ? ` | ${args.symbols[0]}` : ""} | ${text(args.options.status) || "pending"}`,
|
|
45
47
|
async load(args, ctx) {
|
|
46
48
|
const symbol = args.symbols[0];
|
|
49
|
+
// Deals carry US tickers, where SAN is not SAN:EPA's company: a listing abroad is looked up by its company's name.
|
|
50
|
+
const company = symbol && listingAbroadVenue(symbol)
|
|
51
|
+
? await ctx.marketData.getQuote(symbol, "").then((quote) => quote.name?.trim() || null, () => null)
|
|
52
|
+
: null;
|
|
53
|
+
if (symbol && listingAbroadVenue(symbol) && !company) {
|
|
54
|
+
throw new Error(`Deals are filed by US ticker or company name, and ${symbol} has no company name to look them up by.`);
|
|
55
|
+
}
|
|
47
56
|
const params: MnaDealsParams = {
|
|
48
57
|
status: ((args.options.status as MnaStatusFilter | undefined) ?? (symbol ? "all" : "pending")),
|
|
49
58
|
target: symbol ? undefined : (args.options.target as MnaTargetFilter | undefined),
|
|
50
59
|
region: symbol ? undefined : (args.options.region as MnaRegionFilter | undefined),
|
|
51
|
-
symbol,
|
|
52
|
-
query: text(args.options.query) || undefined,
|
|
60
|
+
symbol: company ? undefined : symbol,
|
|
61
|
+
query: text(args.options.query) || (company ? shortCompanyName(company) : undefined),
|
|
53
62
|
limit: Number(args.options.limit ?? 50),
|
|
54
63
|
};
|
|
55
64
|
const payload = await fetchMnaDeals(params, ctx.apiClient);
|
|
@@ -77,7 +86,10 @@ export const mnaHeadless: HeadlessPaneDefinition<"rows"> = {
|
|
|
77
86
|
headline: deal.headline,
|
|
78
87
|
})),
|
|
79
88
|
errors: payload.lockedDeals > 0 ? [`${payload.lockedDeals} deals from the last ${payload.delayDays} days need Gloom Pro`] : [],
|
|
80
|
-
metadata: {
|
|
89
|
+
metadata: {
|
|
90
|
+
asOf: payload.asOf, access: payload.access, delayDays: payload.delayDays, hasMore: payload.hasMore,
|
|
91
|
+
...(company ? { notices: [`Deals are filed by US ticker, so ${symbol}'s are the ones naming ${shortCompanyName(company)}.`] } : {}),
|
|
92
|
+
},
|
|
81
93
|
};
|
|
82
94
|
},
|
|
83
95
|
};
|
|
@@ -4,7 +4,7 @@ import { moneyMarketChange, moneyMarketNotices, moneyMarketRows, moneyMarketValu
|
|
|
4
4
|
|
|
5
5
|
export const moneyMarketsHeadless: HeadlessPaneDefinition<"bundle"> = {
|
|
6
6
|
discovery: { aliases: ["BTMM"], dataRequirements: ["Gloom Cloud money-markets endpoint"],
|
|
7
|
-
limitations: ["Published daily and weekly observations", "Treasury bill discount yields", "Net liquidity is a same-date proxy"] },
|
|
7
|
+
limitations: ["Published daily and weekly observations.", "Treasury bill discount yields.", "Net liquidity is a same-date proxy."] },
|
|
8
8
|
shape: "bundle", argument: { kind: "none" },
|
|
9
9
|
freshness: { source: "FRED", status: "not-a-feed", basis: "published daily and weekly data" },
|
|
10
10
|
options: [{ key: "tab", type: "enum", description: "Money-market view.", values: [{ value: "rates" }, { value: "bills" }, { value: "liquidity" }], defaultValue: "rates" }],
|
|
@@ -18,9 +18,10 @@ export const moneyMarketsHeadless: HeadlessPaneDefinition<"bundle"> = {
|
|
|
18
18
|
{ key: "label", header: "Instrument" },
|
|
19
19
|
{ key: "value", header: "Level", align: "right", format: (value, row) => moneyMarketValue(value as number | null, row.unit as "percent" | "usd-billions") },
|
|
20
20
|
{ key: "change", header: "Change", align: "right", format: (value, row) => moneyMarketChange(value as number | null, row.changeUnit as "basis-points" | "usd-billions") },
|
|
21
|
-
|
|
22
|
-
{ key: "
|
|
23
|
-
{ key: "
|
|
21
|
+
// A narrow terminal moves the status, percentile and earlier date under each row first.
|
|
22
|
+
{ key: "previousAsOf", header: "Versus", shrink: false, stackPriority: 1 },
|
|
23
|
+
{ key: "percentileValue", header: "Pctl 1Y", align: "right", stackPriority: 2, format: (value) => value == null ? "--" : Number(value).toFixed(0) },
|
|
24
|
+
{ key: "asOf", header: "As of", shrink: false }, { key: "status", header: "Status", stackPriority: 3 },
|
|
24
25
|
], rows: rows.map(({ history: _history, ...row }) => ({ ...row, percentileValue: row.percentile.value })) }],
|
|
25
26
|
errors, unavailableSymbols: rows.filter((row) => row.status === "unavailable").flatMap((row) => row.sourceSeriesIds),
|
|
26
27
|
metadata: { ...data, complete, selectedTab: args.options.tab } };
|
|
@@ -2,8 +2,10 @@ import type { PluginModule } from "../plugin-module";
|
|
|
2
2
|
import { moneyMarketsCache } from "./client";
|
|
3
3
|
import { moneyMarketsHeadless } from "./headless";
|
|
4
4
|
import { MoneyMarketsPane } from "./pane";
|
|
5
|
+
import { MONEY_MARKET_SERIES } from "./series";
|
|
5
6
|
|
|
6
7
|
export const moneyMarketsModule: PluginModule = {
|
|
8
|
+
series: MONEY_MARKET_SERIES,
|
|
7
9
|
panes: [{ id: "money-markets", name: "Money Markets", icon: "$", component: MoneyMarketsPane,
|
|
8
10
|
defaultPosition: "right", defaultMode: "floating", defaultFloatingSize: { width: 88, height: 28 },
|
|
9
11
|
tableExport: true, headless: moneyMarketsHeadless,
|
|
@@ -0,0 +1,41 @@
|
|
|
1
|
+
import type { MoneyMarketObservation } from "../../../api-client/money-markets";
|
|
2
|
+
import type { SeriesDefinition } from "../../../series/types";
|
|
3
|
+
import { cachedSeriesWarning } from "../shared/series-warning";
|
|
4
|
+
import { loadMoneyMarkets } from "./client";
|
|
5
|
+
|
|
6
|
+
function observations(history: readonly MoneyMarketObservation[]) {
|
|
7
|
+
return history.map((point) => ({ date: point.date, value: point.value }));
|
|
8
|
+
}
|
|
9
|
+
|
|
10
|
+
/**
|
|
11
|
+
* The two money-market lines the pane computes: the rates and balances under
|
|
12
|
+
* them are FRED series in the catalog already.
|
|
13
|
+
*/
|
|
14
|
+
export const MONEY_MARKET_SERIES: readonly SeriesDefinition[] = [
|
|
15
|
+
{
|
|
16
|
+
id: "money-markets:net-liquidity",
|
|
17
|
+
name: "Net liquidity (Fed assets less TGA and reverse repo)",
|
|
18
|
+
unit: "billion USD",
|
|
19
|
+
frequency: "weekly",
|
|
20
|
+
group: "Rates",
|
|
21
|
+
tags: ["liquidity", "Fed balance sheet", "TGA", "RRP", "money markets"],
|
|
22
|
+
load: async () => {
|
|
23
|
+
const resource = await loadMoneyMarkets();
|
|
24
|
+
const warning = cachedSeriesWarning(resource);
|
|
25
|
+
return { points: observations(resource.payload.netLiquidity.history), ...(warning ? { warning } : {}) };
|
|
26
|
+
},
|
|
27
|
+
},
|
|
28
|
+
{
|
|
29
|
+
id: "money-markets:bill-slope",
|
|
30
|
+
name: "Treasury bill curve slope (1Y less 4W)",
|
|
31
|
+
unit: "bp",
|
|
32
|
+
frequency: "daily",
|
|
33
|
+
group: "Rates",
|
|
34
|
+
tags: ["bills", "curve", "money markets"],
|
|
35
|
+
load: async () => {
|
|
36
|
+
const resource = await loadMoneyMarkets();
|
|
37
|
+
const warning = cachedSeriesWarning(resource);
|
|
38
|
+
return { points: observations(resource.payload.billsCurve.slope.history), ...(warning ? { warning } : {}) };
|
|
39
|
+
},
|
|
40
|
+
},
|
|
41
|
+
];
|
|
@@ -143,12 +143,10 @@ function TickerNewsView({ width, height, focused }: { width: number; height: num
|
|
|
143
143
|
item={detailWithSummary}
|
|
144
144
|
focused={listFocused}
|
|
145
145
|
width={width}
|
|
146
|
-
showTitle={false}
|
|
147
146
|
/>
|
|
148
147
|
) : (
|
|
149
148
|
<Box flexGrow={1} />
|
|
150
149
|
)}
|
|
151
|
-
detailTitle={detailWithSummary?.title}
|
|
152
150
|
columns={["time", "source", "title", "categories", "sentiment"]}
|
|
153
151
|
rootBefore={(
|
|
154
152
|
<QueryBar
|