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.
Files changed (852) hide show
  1. package/README.md +14 -91
  2. package/package.json +5 -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/central-bank-rates.ts +6 -1
  15. package/src/api-client/chat.ts +26 -0
  16. package/src/api-client/credit-boards.ts +2 -0
  17. package/src/api-client/data.ts +73 -3
  18. package/src/api-client/earnings.ts +6 -0
  19. package/src/api-client/europe-energy.ts +106 -0
  20. package/src/api-client/futures-curve.ts +56 -0
  21. package/src/api-client/index.ts +13 -1
  22. package/src/api-client/market-discovery.ts +13 -1
  23. package/src/api-client/normalizers.ts +32 -0
  24. package/src/api-client/paths.ts +7 -0
  25. package/src/api-client/perps.ts +8 -0
  26. package/src/api-client/request.ts +9 -2
  27. package/src/api-client/research-activity.ts +15 -10
  28. package/src/api-client/socket.ts +29 -0
  29. package/src/api-client/themes.ts +22 -1
  30. package/src/api-client/types.ts +78 -2
  31. package/src/api-client/yield-curves.ts +8 -0
  32. package/src/app/global-shortcuts.ts +50 -2
  33. package/src/app/keybindings/actions.ts +12 -1
  34. package/src/app/pane-runtime/plugin-bindings.ts +2 -2
  35. package/src/app/pane-runtime/ticker-open-runtime.ts +16 -6
  36. package/src/app/runtime/desktop-deeplink.ts +10 -5
  37. package/src/app/runtime/startup.ts +1 -1
  38. package/src/app.tsx +6 -0
  39. package/src/architecture/core-builtin-allowlist.json +8 -26
  40. package/src/ask-gloom/pane-context.ts +114 -0
  41. package/src/ask-gloom/pane-request.ts +70 -0
  42. package/src/ask-gloom/pane-text.ts +201 -0
  43. package/src/brokers/signed-in/sign-in-dialog.tsx +11 -5
  44. package/src/capabilities/chart-series.ts +19 -2
  45. package/src/capabilities/factories.ts +1 -0
  46. package/src/cli/central-bank-events.ts +23 -0
  47. package/src/cli/command-options.ts +17 -5
  48. package/src/cli/commands/crypto-hints.ts +35 -2
  49. package/src/cli/commands/fred-series.ts +146 -0
  50. package/src/cli/commands/market.ts +501 -115
  51. package/src/cli/commands/news-hints.ts +62 -0
  52. package/src/cli/commands/news-search.ts +53 -0
  53. package/src/cli/commands/options-leaps.ts +5 -2
  54. package/src/cli/commands/overview.ts +132 -26
  55. package/src/cli/commands/remote.ts +2 -1
  56. package/src/cli/commands/search.ts +317 -13
  57. package/src/cli/commands/system.ts +55 -8
  58. package/src/cli/commands/ticker.ts +155 -18
  59. package/src/cli/context.ts +45 -14
  60. package/src/cli/desktop-pane-shot.ts +76 -7
  61. package/src/cli/earnings-calendar.ts +71 -0
  62. package/src/cli/errors.ts +7 -5
  63. package/src/cli/exit-codes.ts +8 -0
  64. package/src/cli/export-source.ts +58 -0
  65. package/src/cli/freshness.ts +18 -7
  66. package/src/cli/glossary.ts +483 -0
  67. package/src/cli/help.ts +10 -0
  68. package/src/cli/helpers.ts +2 -5
  69. package/src/cli/history-rows.ts +118 -7
  70. package/src/cli/index-roots.ts +7 -0
  71. package/src/cli/index.ts +29 -9
  72. package/src/cli/known-gaps.ts +84 -0
  73. package/src/cli/listing-arg.ts +551 -97
  74. package/src/cli/not-a-ticker.ts +24 -9
  75. package/src/cli/pane-functions/access-gate.ts +13 -2
  76. package/src/cli/pane-functions/capabilities.ts +4 -3
  77. package/src/cli/pane-functions/catalog.ts +214 -40
  78. package/src/cli/pane-functions/data.ts +42 -8
  79. package/src/cli/pane-functions/discovery.ts +1 -0
  80. package/src/cli/pane-functions/dom.ts +37 -8
  81. package/src/cli/pane-functions/freshness.ts +393 -49
  82. package/src/cli/pane-functions/function-help.ts +31 -15
  83. package/src/cli/pane-functions/headless.ts +98 -30
  84. package/src/cli/pane-functions/index.ts +101 -19
  85. package/src/cli/pane-functions/market-session.ts +22 -8
  86. package/src/cli/pane-functions/options.ts +71 -22
  87. package/src/cli/pane-functions/report-notices.ts +25 -7
  88. package/src/cli/pane-functions/report.ts +15 -8
  89. package/src/cli/pane-functions/resolver.ts +74 -19
  90. package/src/cli/pane-functions/screenshot.ts +250 -27
  91. package/src/cli/perpetual-contract.ts +60 -0
  92. package/src/cli/registry.ts +3 -1
  93. package/src/cli/report-tables.ts +26 -7
  94. package/src/cli/result.ts +45 -11
  95. package/src/cli/series-search.ts +111 -0
  96. package/src/cli/staged-tickers.ts +52 -0
  97. package/src/cli/symbol-args.ts +27 -0
  98. package/src/cli/symbol-list.ts +154 -0
  99. package/src/cli/symbol-rows.ts +154 -0
  100. package/src/cli/ticker-resolution.ts +311 -27
  101. package/src/cli/types.ts +5 -0
  102. package/src/components/chart/composite/axis-overlays.tsx +14 -3
  103. package/src/components/chart/composite/composite-chart.tsx +71 -11
  104. package/src/components/chart/composite/crosshair-readout.tsx +150 -0
  105. package/src/components/chart/composite/downsample.ts +1 -1
  106. package/src/components/chart/composite/format.ts +29 -0
  107. package/src/components/chart/composite/interactions.ts +9 -2
  108. package/src/components/chart/composite/legend.tsx +100 -33
  109. package/src/components/chart/composite/panel-bitmap.ts +70 -35
  110. package/src/components/chart/composite/panel-labels.ts +18 -17
  111. package/src/components/chart/composite/panel-series.ts +1 -0
  112. package/src/components/chart/composite/panel-surface.tsx +46 -21
  113. package/src/components/chart/composite/price-axis-labels.tsx +3 -1
  114. package/src/components/chart/composite/rasterizer.ts +50 -8
  115. package/src/components/chart/composite/scene.ts +2 -1
  116. package/src/components/chart/composite/time-scale.ts +26 -9
  117. package/src/components/chart/composite/types.ts +18 -0
  118. package/src/components/chart/composite/use-composite-viewport.ts +30 -2
  119. package/src/components/chart/native/raster/crosshair.ts +8 -3
  120. package/src/components/chart/native/raster/primitives.ts +85 -21
  121. package/src/components/chart/native/surface/manager.ts +33 -8
  122. package/src/components/chart/surface3d/chart.tsx +1 -1
  123. package/src/components/command-bar/action-runtime.ts +1 -1
  124. package/src/components/command-bar/commands/collection-list.ts +210 -0
  125. package/src/components/command-bar/commands/collection.ts +40 -1
  126. package/src/components/command-bar/commands/direct/index.ts +4 -0
  127. package/src/components/command-bar/commands/registry.ts +8 -0
  128. package/src/components/command-bar/panel/index.tsx +11 -3
  129. package/src/components/command-bar/panel/runtime.ts +3 -0
  130. package/src/components/command-bar/panel/types.ts +2 -0
  131. package/src/components/command-bar/routes/root/plugin-install.ts +4 -4
  132. package/src/components/command-bar/routes/root/provider-search.ts +4 -3
  133. package/src/components/command-bar/routes/ticker-search/results.ts +12 -11
  134. package/src/components/command-bar/routes/ticker-search/route.ts +4 -3
  135. package/src/components/command-bar/routing/actions.ts +1 -1
  136. package/src/components/command-bar/workflow/tickers.ts +42 -17
  137. package/src/components/layout/detached-pane-shell.tsx +68 -39
  138. package/src/components/layout/floating-pane.tsx +10 -1
  139. package/src/components/layout/header.tsx +25 -5
  140. package/src/components/layout/missing-pane.tsx +3 -3
  141. package/src/components/layout/pane/capture-stamp.ts +41 -0
  142. package/src/components/layout/pane/capture-status.ts +12 -0
  143. package/src/components/layout/pane/content.tsx +7 -13
  144. package/src/components/layout/pane/footer/index.tsx +6 -2
  145. package/src/components/layout/pane/footer/keyboard.ts +3 -0
  146. package/src/components/layout/pane/footer/model.ts +41 -1
  147. package/src/components/layout/pane/header.tsx +50 -1
  148. package/src/components/layout/pane/index.tsx +21 -3
  149. package/src/components/layout/pane/sidebar.tsx +88 -21
  150. package/src/components/layout/shell/active-drag.ts +21 -5
  151. package/src/components/layout/shell/cursor-occlusion.ts +2 -1
  152. package/src/components/layout/shell/drag/index.ts +39 -9
  153. package/src/components/layout/shell/drag/live.ts +61 -51
  154. package/src/components/layout/shell/drag/runtime.ts +54 -12
  155. package/src/components/layout/shell/index.tsx +84 -65
  156. package/src/components/layout/shell/menu.ts +14 -1
  157. package/src/components/layout/shell/native/pointer-runtime.ts +3 -1
  158. package/src/components/layout/shell/pane/actions.ts +32 -10
  159. package/src/components/layout/shell/pane/ask.ts +131 -0
  160. package/src/components/layout/shell/pane/capture.ts +162 -0
  161. package/src/components/layout/shell/pane/layers.tsx +218 -50
  162. package/src/components/layout/shell/pane/management-shortcuts.ts +46 -1
  163. package/src/components/layout/shell/shortcuts.ts +21 -4
  164. package/src/components/layout/shell/terminal-pointer-runtime.ts +24 -0
  165. package/src/components/markdown-text.tsx +62 -20
  166. package/src/components/metric-treemap/heat-surface.tsx +8 -1
  167. package/src/components/onboarding/account-step/form-panel.tsx +1 -1
  168. package/src/components/onboarding/account-step/index.tsx +1 -1
  169. package/src/components/onboarding/account-step/qr-panel.tsx +1 -1
  170. package/src/components/onboarding/account-step/signed-in-panel.tsx +1 -1
  171. package/src/components/onboarding/onboarding-keyboard.ts +1 -1
  172. package/src/components/onboarding/onboarding-wizard.tsx +2 -2
  173. package/src/components/onboarding/use-onboarding-upgrade.ts +3 -3
  174. package/src/components/onboarding/wizard-account.ts +2 -2
  175. package/src/components/pane-template-wizard.tsx +9 -1
  176. package/src/components/price-selector-dialog.tsx +11 -2
  177. package/src/components/reader/article-reader.tsx +642 -0
  178. package/src/components/reader/article-text.ts +527 -0
  179. package/src/components/sign-in-gate.tsx +3 -3
  180. package/src/components/ticker/list-table-view.tsx +43 -2
  181. package/src/components/ui/action-row.tsx +2 -1
  182. package/src/components/ui/button.tsx +7 -1
  183. package/src/components/ui/choice-dialog.tsx +6 -4
  184. package/src/components/ui/confirm-dialog.tsx +28 -18
  185. package/src/components/ui/data-table/index.tsx +18 -6
  186. package/src/components/ui/data-table/opentui/index.tsx +37 -6
  187. package/src/components/ui/data-table/types.ts +12 -0
  188. package/src/components/ui/dialog-actions.tsx +64 -0
  189. package/src/components/ui/display.tsx +17 -3
  190. package/src/components/ui/frame.tsx +35 -2
  191. package/src/components/ui/icon.tsx +6 -1
  192. package/src/components/ui/query-bar.tsx +10 -1
  193. package/src/components/ui/text-prompt-dialog.tsx +11 -9
  194. package/src/data/cached-query.ts +2 -0
  195. package/src/data/config/store/migrations.ts +7 -0
  196. package/src/data/config/store/normalize.ts +7 -2
  197. package/src/data/config/store/portfolio-as-of-column.ts +57 -0
  198. package/src/data/ticker-repository.ts +5 -0
  199. package/src/data/ticker-store.ts +15 -0
  200. package/src/docs/content.ts +215 -0
  201. package/src/docs/load.ts +139 -0
  202. package/src/docs/requests.ts +39 -0
  203. package/src/docs/snapshot.chunk.ts +8 -0
  204. package/src/docs/snapshot.json +7555 -0
  205. package/src/docs/topics.ts +216 -0
  206. package/src/i18n/es.ts +65 -5
  207. package/src/i18n/ja.ts +65 -5
  208. package/src/i18n/ko.ts +65 -5
  209. package/src/i18n/zh-cn.ts +65 -5
  210. package/src/i18n/zh-tw.ts +65 -5
  211. package/src/layout/desks.ts +1 -1
  212. package/src/layout/pane-manager/dock-tree.ts +18 -0
  213. package/src/layout/pane-manager/index.ts +1 -0
  214. package/src/layout-marketplace/gallery.tsx +1 -1
  215. package/src/market-data/coordinator/chart.ts +10 -4
  216. package/src/market-data/coordinator/index.ts +6 -3
  217. package/src/{plugins/builtin/futures/contracts.ts → market-data/futures-board.ts} +81 -28
  218. package/src/market-data/futures-contract.ts +151 -0
  219. package/src/market-data/hooks.tsx +10 -2
  220. package/src/market-data/market/format.ts +39 -21
  221. package/src/market-data/market/freshness.ts +84 -20
  222. package/src/market-data/market/session-close-note.ts +3 -2
  223. package/src/market-data/market/status.ts +19 -23
  224. package/src/market-data/published-apac-sessions.ts +23 -1
  225. package/src/market-data/quotes/contributions.ts +5 -0
  226. package/src/market-data/quotes/metadata.ts +19 -24
  227. package/src/market-data/quotes/resolution.ts +5 -0
  228. package/src/market-data/quotes/screener-live-quotes.ts +5 -4
  229. package/src/market-data/result-types.ts +2 -0
  230. package/src/notifications/app-notifier.ts +17 -1
  231. package/src/notifications/notification-log.ts +180 -0
  232. package/src/plugins/auto-update-node.ts +2 -2
  233. package/src/plugins/auto-update.ts +2 -2
  234. package/src/plugins/builtin/account-management/index.tsx +1 -0
  235. package/src/plugins/builtin/account-management/model.ts +1 -56
  236. package/src/plugins/builtin/account-management/pane.tsx +6 -4
  237. package/src/plugins/builtin/account-management/password-dialog.tsx +1 -1
  238. package/src/plugins/builtin/alerts/catalysts.ts +1 -1
  239. package/src/plugins/builtin/alerts/cli.ts +313 -47
  240. package/src/plugins/builtin/alerts/events-pane.tsx +45 -7
  241. package/src/plugins/builtin/alerts/events.ts +23 -2
  242. package/src/plugins/builtin/alerts/focus.ts +27 -0
  243. package/src/plugins/builtin/alerts/history-pane.tsx +7 -2
  244. package/src/plugins/builtin/alerts/history.ts +2 -0
  245. package/src/plugins/builtin/alerts/index.tsx +47 -11
  246. package/src/plugins/builtin/alerts/pane.tsx +27 -1
  247. package/src/plugins/builtin/alerts/research-builder.ts +8 -3
  248. package/src/plugins/builtin/alerts/research-rules.ts +18 -2
  249. package/src/plugins/builtin/alerts/scheduled-check.ts +122 -0
  250. package/src/plugins/builtin/alerts/scheduled-sources.ts +25 -0
  251. package/src/plugins/builtin/alerts/scheduled.ts +254 -0
  252. package/src/plugins/builtin/alerts/targets.ts +92 -0
  253. package/src/plugins/builtin/analytics/index.tsx +8 -3
  254. package/src/plugins/builtin/analytics/risk-headless.ts +60 -27
  255. package/src/plugins/builtin/analytics/risk-math.ts +91 -27
  256. package/src/plugins/builtin/analytics/risk-model.ts +35 -5
  257. package/src/plugins/builtin/analytics/risk-pane.tsx +15 -8
  258. package/src/plugins/builtin/attention/headless.ts +1 -1
  259. package/src/plugins/builtin/attention/index.tsx +2 -0
  260. package/src/plugins/builtin/attention/pane.tsx +3 -1
  261. package/src/plugins/builtin/attention/series.ts +26 -0
  262. package/src/plugins/builtin/awards/headless.ts +88 -18
  263. package/src/plugins/builtin/awards/index.tsx +2 -0
  264. package/src/plugins/builtin/awards/model.ts +41 -1
  265. package/src/plugins/builtin/awards/pane.tsx +22 -13
  266. package/src/plugins/builtin/awards/series.ts +29 -0
  267. package/src/plugins/builtin/backtest/headless.ts +2 -2
  268. package/src/plugins/builtin/bond-calculator/model.ts +2 -1
  269. package/src/plugins/builtin/broker-manager/index.tsx +1 -0
  270. package/src/plugins/builtin/catalysts/headless.ts +1 -1
  271. package/src/plugins/builtin/catalysts/pane.tsx +3 -1
  272. package/src/plugins/builtin/cds/client.ts +49 -12
  273. package/src/plugins/builtin/cds/headless.ts +119 -19
  274. package/src/plugins/builtin/cds/index.tsx +3 -1
  275. package/src/plugins/builtin/cds/model.ts +214 -32
  276. package/src/plugins/builtin/cds/pane.tsx +58 -14
  277. package/src/plugins/builtin/cds/series.ts +19 -0
  278. package/src/plugins/builtin/central-bank-rates/client.ts +4 -0
  279. package/src/plugins/builtin/central-bank-rates/headless.ts +46 -16
  280. package/src/plugins/builtin/central-bank-rates/index.tsx +3 -1
  281. package/src/plugins/builtin/central-bank-rates/model.ts +99 -0
  282. package/src/plugins/builtin/central-bank-rates/pane.tsx +1 -1
  283. package/src/plugins/builtin/central-bank-rates/series.ts +36 -0
  284. package/src/plugins/builtin/chart-composer/catalog-inventory.ts +193 -255
  285. package/src/plugins/builtin/chart-composer/data-catalog-pane.tsx +84 -46
  286. package/src/plugins/builtin/chart-composer/editor.tsx +5 -4
  287. package/src/plugins/builtin/chart-composer/field-series.ts +40 -0
  288. package/src/plugins/builtin/chart-composer/headless-schema.ts +1 -1
  289. package/src/plugins/builtin/chart-composer/headless.ts +70 -5
  290. package/src/plugins/builtin/chart-composer/index.tsx +15 -3
  291. package/src/plugins/builtin/chart-composer/pane.tsx +81 -38
  292. package/src/plugins/builtin/chart-composer/series-catalog.ts +58 -50
  293. package/src/plugins/builtin/chart-composer/series-expression.ts +18 -10
  294. package/src/plugins/builtin/chart-composer/use-series-catalog.ts +59 -3
  295. package/src/plugins/builtin/chart-composer/user-series.ts +84 -0
  296. package/src/plugins/builtin/chat/content/composer-runtime.ts +6 -1
  297. package/src/plugins/builtin/chat/content/composer.tsx +5 -1
  298. package/src/plugins/builtin/chat/content/footer.tsx +12 -0
  299. package/src/plugins/builtin/chat/content/index.tsx +89 -5
  300. package/src/plugins/builtin/chat/content/new-dm-dialog.tsx +10 -2
  301. package/src/plugins/builtin/chat/content/new-messages.tsx +89 -0
  302. package/src/plugins/builtin/chat/content/row-activity.ts +132 -0
  303. package/src/plugins/builtin/chat/content/scroll.ts +127 -27
  304. package/src/plugins/builtin/chat/content/shortcuts.ts +2 -2
  305. package/src/plugins/builtin/chat/content/transcript.tsx +145 -78
  306. package/src/plugins/builtin/chat/content/types.ts +1 -0
  307. package/src/plugins/builtin/chat/controller/fetch.ts +8 -2
  308. package/src/plugins/builtin/chat/controller/index.ts +123 -1
  309. package/src/plugins/builtin/chat/controller/message-loading.ts +3 -0
  310. package/src/plugins/builtin/chat/controller/messages.ts +7 -2
  311. package/src/plugins/builtin/chat/controller/realtime.ts +10 -1
  312. package/src/plugins/builtin/chat/controller/send.ts +61 -1
  313. package/src/plugins/builtin/chat/controller/state.ts +8 -0
  314. package/src/plugins/builtin/chat/ghost-user.ts +20 -0
  315. package/src/plugins/builtin/chat/index.tsx +23 -5
  316. package/src/plugins/builtin/chat/layout.ts +78 -5
  317. package/src/plugins/builtin/chat/message/ai-badge.tsx +18 -0
  318. package/src/plugins/builtin/chat/message/desktop.tsx +55 -6
  319. package/src/plugins/builtin/chat/message/header.tsx +16 -4
  320. package/src/plugins/builtin/chat/message/profile-popover.tsx +5 -1
  321. package/src/plugins/builtin/chat/message/reactions.tsx +210 -0
  322. package/src/plugins/builtin/chat/message/render-state.ts +18 -2
  323. package/src/plugins/builtin/chat/message/terminal.tsx +43 -4
  324. package/src/plugins/builtin/chat/message/types.ts +12 -0
  325. package/src/plugins/builtin/chat/reactions.ts +197 -0
  326. package/src/plugins/builtin/chat/share/flow.tsx +87 -0
  327. package/src/plugins/builtin/chat/share/targets.ts +27 -0
  328. package/src/plugins/builtin/chat/status-widget.tsx +6 -3
  329. package/src/plugins/builtin/chat/unread-inbox-pane.tsx +148 -27
  330. package/src/plugins/builtin/chat/unread-inbox.ts +22 -0
  331. package/src/plugins/builtin/cloud/askg/attached-pane.tsx +69 -0
  332. package/src/plugins/builtin/cloud/askg/controller.ts +111 -19
  333. package/src/plugins/builtin/cloud/askg/executor.ts +57 -3
  334. package/src/plugins/builtin/cloud/askg/manifest.ts +32 -7
  335. package/src/plugins/builtin/cloud/askg/model.ts +27 -8
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  643. package/src/plugins/builtin/ticker-detail/index.tsx +26 -11
  644. package/src/plugins/builtin/ticker-detail/overview/components.tsx +1 -1
  645. package/src/plugins/builtin/ticker-detail/overview/futures-contract.ts +31 -0
  646. package/src/plugins/builtin/ticker-detail/overview/model.ts +3 -3
  647. package/src/plugins/builtin/ticker-detail/overview/pane.tsx +2 -1
  648. package/src/plugins/builtin/ticker-detail/overview-tab.tsx +49 -5
  649. package/src/plugins/builtin/ticker-detail/quote-monitor/index.tsx +13 -3
  650. package/src/plugins/builtin/time-sales/headless.ts +2 -1
  651. package/src/plugins/builtin/time-sales/index.tsx +2 -1
  652. package/src/plugins/builtin/treasury-auctions/headless.ts +16 -2
  653. package/src/plugins/builtin/treasury-auctions/index.tsx +1 -0
  654. package/src/plugins/builtin/treasury-auctions/model.ts +8 -0
  655. package/src/plugins/builtin/vol-surface/evidence.ts +7 -1
  656. package/src/plugins/builtin/vol-surface/headless.ts +51 -17
  657. package/src/plugins/builtin/vol-surface/heat-grid.tsx +113 -0
  658. package/src/plugins/builtin/vol-surface/model.ts +39 -6
  659. package/src/plugins/builtin/vol-surface/pane.tsx +14 -13
  660. package/src/plugins/builtin/vol-surface/stored.ts +63 -3
  661. package/src/plugins/builtin/vol-surface/surface.tsx +30 -2
  662. package/src/plugins/builtin/volatility/index.tsx +2 -0
  663. package/src/plugins/builtin/volatility/series.ts +84 -0
  664. package/src/plugins/builtin/world-venue-map/basemap-layer.tsx +6 -5
  665. package/src/plugins/builtin/world-venue-map/basemap.ts +6 -3
  666. package/src/plugins/builtin/world-venue-map/geo-draw.tsx +2 -1
  667. package/src/plugins/builtin/world-venue-map/geo-series.ts +26 -1
  668. package/src/plugins/builtin/world-venue-map/geo-svg.tsx +6 -6
  669. package/src/plugins/builtin/world-venue-map/headless.ts +4 -1
  670. package/src/plugins/builtin/world-venue-map/index.ts +2 -1
  671. package/src/plugins/builtin/world-venue-map/layered-pane.tsx +24 -13
  672. package/src/plugins/builtin/world-venue-map/layers.ts +29 -0
  673. package/src/plugins/builtin/world-venue-map/map.tsx +144 -13
  674. package/src/plugins/builtin/world-venue-map/model.ts +56 -19
  675. package/src/plugins/builtin/world-venue-map/pane.tsx +5 -2
  676. package/src/plugins/builtin/yield-curve/chart.ts +2 -2
  677. package/src/plugins/builtin/yield-curve/curves.ts +21 -8
  678. package/src/plugins/builtin/yield-curve/headless.ts +71 -18
  679. package/src/plugins/builtin/yield-curve/index.tsx +4 -2
  680. package/src/plugins/builtin/yield-curve/series.ts +86 -0
  681. package/src/plugins/catalog-browser.ts +2 -1
  682. package/src/plugins/installer.ts +2 -2
  683. package/src/plugins/loader.ts +15 -0
  684. package/src/plugins/manager-node.ts +1 -1
  685. package/src/plugins/{builtin/plugin-marketplace → marketplace}/feed.ts +2 -2
  686. package/src/plugins/{builtin/plugin-marketplace → marketplace}/model.ts +6 -6
  687. package/src/plugins/{builtin/plugin-marketplace → marketplace}/store.ts +1 -1
  688. package/src/plugins/registry/host-actions.ts +11 -0
  689. package/src/plugins/registry/index.ts +89 -4
  690. package/src/portfolio/collection-name.ts +31 -0
  691. package/src/{plugins/builtin/portfolio-list → portfolio}/position-metrics.ts +6 -6
  692. package/src/portfolio/position-value.ts +40 -0
  693. package/src/portfolio/valuation-basis.ts +79 -0
  694. package/src/public/__snapshots__/public-api.test.ts.snap +7 -0
  695. package/src/public/time-series.ts +17 -0
  696. package/src/react/auto-refresh.ts +13 -3
  697. package/src/react/input.ts +33 -1
  698. package/src/react/key-repeat.ts +86 -0
  699. package/src/remote/app-host.tsx +20 -4
  700. package/src/remote/confirm-change.tsx +85 -0
  701. package/src/remote/controller-utils.ts +8 -1
  702. package/src/remote/controller.ts +144 -7
  703. package/src/remote/pane-screenshot.ts +47 -0
  704. package/src/remote/schema.ts +65 -2
  705. package/src/remote/types.ts +30 -0
  706. package/src/remote/watchlist.ts +306 -0
  707. package/src/renderers/browser/main.tsx +4 -3
  708. package/src/renderers/browser/research-entry.ts +4 -2
  709. package/src/renderers/cloudflare/worker.ts +1 -1
  710. package/src/renderers/dom/data-table/frozen-column.ts +3 -1
  711. package/src/renderers/dom/data-table/index.tsx +33 -6
  712. package/src/renderers/dom/data-table/row.tsx +30 -1
  713. package/src/renderers/dom/desktop/control-styles.ts +63 -1
  714. package/src/renderers/dom/desktop/controls.tsx +30 -23
  715. package/src/renderers/dom/desktop/dialog-actions.tsx +170 -0
  716. package/src/renderers/dom/desktop/icons.tsx +16 -0
  717. package/src/renderers/dom/dom-ui-host.tsx +3 -0
  718. package/src/renderers/dom/host/block-glyph-canvas.tsx +6 -3
  719. package/src/renderers/dom/host/box.tsx +8 -0
  720. package/src/renderers/dom/host/chart-surface.tsx +33 -2
  721. package/src/renderers/dom/host/live-frame.ts +6 -2
  722. package/src/renderers/dom/host/overflow-fade.ts +14 -1
  723. package/src/renderers/dom/host/scroll-box.tsx +32 -0
  724. package/src/renderers/dom/host/size-observer.ts +41 -0
  725. package/src/renderers/dom/host/sticky-scroll.ts +128 -0
  726. package/src/renderers/dom/host/style.ts +1 -1
  727. package/src/renderers/dom/host/surface-3d.tsx +19 -7
  728. package/src/renderers/dom/host/surface-fit.ts +406 -0
  729. package/src/renderers/dom/host/text.tsx +1 -1
  730. package/src/renderers/dom/input-host.tsx +1 -0
  731. package/src/renderers/dom/styles.css +102 -5
  732. package/src/renderers/electrobun/bun/application-menu/click.ts +18 -0
  733. package/src/renderers/electrobun/bun/index.ts +3 -2
  734. package/src/renderers/electrobun/shared/protocol.ts +1 -1
  735. package/src/renderers/electrobun/view/cli-pane-shot-entry.tsx +29 -2
  736. package/src/renderers/electrobun/view/cli-pane-shot-frame.tsx +63 -20
  737. package/src/renderers/electrobun/view/cli-pane-shot-health.ts +10 -26
  738. package/src/renderers/electrobun/view/main.tsx +5 -3
  739. package/src/renderers/electrobun/view/remote/asset-data-client.ts +2 -0
  740. package/src/renderers/opentui/chart-surface.tsx +1 -0
  741. package/src/renderers/opentui/frame-capture.ts +33 -0
  742. package/src/renderers/opentui/host.tsx +10 -13
  743. package/src/renderers/opentui/pane-image/glyphs-license.txt +107 -0
  744. package/src/renderers/opentui/pane-image/glyphs.json +1 -0
  745. package/src/renderers/opentui/pane-image/index.ts +107 -0
  746. package/src/renderers/opentui/pane-image/raster.ts +428 -0
  747. package/src/renderers/opentui/start.tsx +3 -3
  748. package/src/renderers/opentui/test-utils.tsx +3 -0
  749. package/src/renderers/opentui/ui-host.tsx +29 -1
  750. package/src/series/capability.ts +75 -0
  751. package/src/series/csv.ts +160 -0
  752. package/src/series/files.ts +107 -0
  753. package/src/series/registry.ts +198 -0
  754. package/src/series/resolve.ts +108 -0
  755. package/src/series/standalone.ts +48 -0
  756. package/src/series/types.ts +153 -0
  757. package/src/series/validate.ts +171 -0
  758. package/src/shares/chat.ts +34 -0
  759. package/src/shares/dialog.tsx +295 -0
  760. package/src/shares/flow.tsx +56 -0
  761. package/src/shares/live.ts +14 -22
  762. package/src/shares/pane-image.ts +152 -0
  763. package/src/shares/personal-pane.ts +64 -0
  764. package/src/shares/portable-layout.ts +4 -2
  765. package/src/shares/prepare.ts +20 -0
  766. package/src/sources/gloomberb-cloud/index.ts +109 -10
  767. package/src/sources/gloomberb-cloud/normalizers.ts +3 -0
  768. package/src/sources/gloomberb-cloud/perpetuals.ts +249 -0
  769. package/src/sources/history-result.ts +1 -0
  770. package/src/sources/history-retention.ts +11 -0
  771. package/src/sources/listing-symbols.ts +4 -1
  772. package/src/sources/listing-target.ts +4 -0
  773. package/src/sources/provider-router/batches.ts +4 -1
  774. package/src/sources/provider-router/cache.ts +4 -2
  775. package/src/sources/provider-router/cached-routes.ts +1 -1
  776. package/src/sources/provider-router/financial-routes.ts +1 -0
  777. package/src/sources/provider-router/financials.ts +13 -0
  778. package/src/sources/provider-router/history.ts +43 -25
  779. package/src/sources/provider-router/index.ts +14 -0
  780. package/src/sources/provider-router/search.ts +1 -0
  781. package/src/state/hooks/inline-tickers.ts +49 -11
  782. package/src/sync/core-contributors.ts +1 -0
  783. package/src/test-support/shell-pane-keys.tsx +1 -0
  784. package/src/theme/theme-context.tsx +15 -1
  785. package/src/tickers/company-name.ts +75 -0
  786. package/src/tickers/instrument-kind.ts +34 -1
  787. package/src/tickers/listing-name.ts +34 -0
  788. package/src/tickers/listing-venues.ts +132 -0
  789. package/src/tickers/open-target.ts +13 -4
  790. package/src/tickers/perpetual-listing.ts +151 -0
  791. package/src/tickers/prediction-listing.ts +26 -0
  792. package/src/tickers/search/index.ts +72 -11
  793. package/src/tickers/search/ranking.ts +98 -20
  794. package/src/tickers/search/types.ts +7 -1
  795. package/src/tickers/ticker-changes.ts +213 -0
  796. package/src/tickers/us-listing.ts +34 -0
  797. package/src/time-series/economic.ts +2 -6
  798. package/src/time-series/hooks.ts +9 -0
  799. package/src/time-series/ice-credit.ts +39 -0
  800. package/src/time-series/resolve.ts +211 -29
  801. package/src/time-series/studies.ts +1 -0
  802. package/src/time-series/types.ts +12 -2
  803. package/src/time-series/use-chart-resolution.ts +32 -0
  804. package/src/types/config.ts +10 -2
  805. package/src/types/data-provider.ts +11 -0
  806. package/src/types/financials.ts +62 -1
  807. package/src/types/headless.ts +113 -0
  808. package/src/types/instrument.ts +4 -0
  809. package/src/types/plugin.ts +52 -2
  810. package/src/types/price-history.ts +7 -0
  811. package/src/types/ticker-changes.ts +26 -0
  812. package/src/types/ticker.ts +14 -0
  813. package/src/ui/context-menu.tsx +13 -1
  814. package/src/ui/host.tsx +57 -3
  815. package/src/ui/live-resize.ts +91 -0
  816. package/src/ui/live-stretch.ts +153 -0
  817. package/src/ui/measured-cells.ts +58 -0
  818. package/src/ui/sticky-scroll.ts +7 -0
  819. package/src/utils/basis-points.ts +17 -0
  820. package/src/utils/central-banks.ts +76 -0
  821. package/src/utils/cli-output.ts +131 -15
  822. package/src/utils/concurrency.ts +25 -0
  823. package/src/utils/crypto-pair.ts +20 -0
  824. package/src/utils/currency-pair.ts +19 -0
  825. package/src/utils/currency-units.ts +11 -0
  826. package/src/utils/datetime-format.ts +27 -6
  827. package/src/utils/decimal-comma.ts +19 -0
  828. package/src/utils/dom-screenshot-css.ts +265 -0
  829. package/src/utils/dom-screenshot-rasters.ts +276 -0
  830. package/src/utils/dom-screenshot.ts +439 -52
  831. package/src/utils/double-escape-close.ts +15 -1
  832. package/src/utils/exchange-rate-snapshot.ts +6 -2
  833. package/src/utils/exchanges.ts +143 -1
  834. package/src/utils/format.ts +35 -5
  835. package/src/utils/forward-dividend.ts +14 -0
  836. package/src/utils/fundamentals.ts +66 -0
  837. package/src/utils/futures-generic.ts +6 -12
  838. package/src/utils/fx-market-hours.ts +15 -5
  839. package/src/utils/fx-status.ts +6 -1
  840. package/src/utils/inline-content-tokenizer.ts +22 -3
  841. package/src/utils/market-capitalization.ts +8 -0
  842. package/src/utils/one-shot.ts +73 -0
  843. package/src/utils/options.ts +37 -8
  844. package/src/utils/price-history.ts +99 -42
  845. package/src/utils/sec-eps-basis.ts +24 -11
  846. package/src/utils/sec.ts +61 -7
  847. package/src/utils/utc-time.ts +63 -4
  848. package/src/plugins/builtin/fx-matrix/freshness.ts +0 -65
  849. /package/src/plugins/{builtin/plugin-marketplace → marketplace}/activation.ts +0 -0
  850. /package/src/plugins/{builtin/plugin-marketplace → marketplace}/ids.ts +0 -0
  851. /package/src/plugins/{builtin/plugin-marketplace → marketplace}/packs.ts +0 -0
  852. /package/src/{plugins/builtin/cloud → tickers}/starter-symbols.ts +0 -0
@@ -1,64 +1,27 @@
1
- import { chartSeriesProvider } from "../../../capabilities";
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 { findIndicator, INDICATORS } from "./indicators";
5
+ import { INDICATORS } from "./indicators";
9
6
  import type { DatedSeries } from "./series";
10
7
 
11
- export const MARKET_VALUATION_CAPABILITY_ID = "market-valuation";
8
+ /** `CAP:market-valuation:<indicator>`, the expression charts saved before the catalog had these. */
9
+ const MARKET_VALUATION_NAMESPACE = "market-valuation";
12
10
 
13
- function catalogItem(indicator: IndicatorDef): ChartSeriesCatalogItem {
14
- return {
15
- seriesId: indicator.id,
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 what
30
- * makes it chartable. Exposing it here lets G overlay, say, the Buffett indicator
31
- * against CPI without the pane being involved.
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 createValuationChartSeriesCapability(
21
+ export async function loadValuationIndicator(
22
+ indicator: IndicatorDef,
34
23
  loader: ValuationSeriesLoader = defaultValuationSeriesLoader,
35
- ): ChartSeriesCapability {
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 (${built.points.at(-1)!.date})`);
76
39
  }
77
- const points: TimeSeriesPoint[] = built.points.map((point) => {
78
- const date = new Date(point.date);
79
- return { date, observedAt: date, value: point.ratio };
80
- });
81
-
82
40
  return {
83
- id: `market-valuation:${indicator.id}`,
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 { createValuationChartSeriesCapability } from "./chart-series";
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
- // Exposes each ratio as a chartable series, so G can overlay them on anything else.
39
- capabilities: [createValuationChartSeriesCapability()],
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
- export function canonicalFund(input: string) { const symbol = input.split(":")[0]!.trim().toUpperCase(); return ["SPX", "SPY", "^GSPC"].includes(symbol) ? "IVV" : symbol; }
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
- return `${input.split(":")[0]!.trim().toUpperCase()} is not a covered fund. Covered: ${funds.map((fund) => fund.ticker).join(", ")}.`;
25
+ const covered = funds.map((fund) => { const aliases = fundAliases(fund); return aliases.length ? `${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 ${dates.at(-1)}` : data.fundDailyAsOf?.slice(0, 10);
48
48
  const partial = data.aggregate.fresh1D < data.aggregate.total;
49
49
  return [
50
- { id: "coverage", parts: [{ text: `${partial && width >= 60 ? "Partial " : ""}1D ${data.aggregate.fresh1D}/${data.aggregate.total} · ${decimal(data.aggregate.coveredWeight * 100, 1)}% wt`, tone: partial ? "warning" : "muted" }] },
51
- { id: "quote-date", title: `${date ?? "Quote date unavailable"} · 15m delayed · holdings ${data.asOf}`,
50
+ { id: "coverage", parts: [{ text: coverageText(data.aggregate, width < 60), tone: partial ? "warning" : "muted" }] },
51
+ // A capture's status line says the quotes' date and delay too; it does not say returns are unavailable.
52
+ { id: "quote-date", title: `${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
- ...(movers && data && data.aggregate.fundReturn === null ? ["Fund 1D is unavailable; the difference cannot be calculated."] : []),
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: { asOf: payload.asOf, access: payload.access, delayDays: payload.delayDays, hasMore: payload.hasMore },
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
- { key: "previousAsOf", header: "Versus" },
22
- { key: "percentileValue", header: "Pctl 1Y", align: "right", format: (value) => value == null ? "--" : Number(value).toFixed(0) },
23
- { key: "asOf", header: "As of" }, { key: "status", header: "Status" },
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