gloomberb 0.16.4 → 0.16.6

package/src/plugins/builtin/themes/headless.ts

@@ -1,18 +1,71 @@
-import { THEME_PERIODS } from "../../../api-client/themes";
-import type { HeadlessPaneColumn, HeadlessPaneDefinition } from "../../../types/plugin";
+import { THEME_PERIODS, type ThemeMembersPayload, type ThemesPayload } from "../../../api-client/themes";
+import { EXTENDED_SESSION_LABELS, type ExtendedSession } from "../../../market-data/market/status";
+import type { HeadlessPaneColumn, HeadlessPaneDefinition, HeadlessPaneFreshness } from "../../../types/plugin";
+import { formatRelativeAge } from "../../../utils/datetime-format";
 import { fetchThemeMembers, fetchThemes } from "./client";
-import { aggregateText, DEFAULT_SORT, matchTheme, memberPrice, percent, PERIOD_LABELS, sortMembers, sortThemes } from "./model";
+import {
+  aggregateText, boardClose, DEFAULT_SORT, matchTheme, memberExtended, memberExtendedSessions, memberPrice, percent, PERIOD_LABELS,
+  SNAPSHOT_STALE_MS, sortMembers, sortThemes,
+} from "./model";
 
 const periods: HeadlessPaneColumn[] = THEME_PERIODS.map((key) => ({ key, header: PERIOD_LABELS[key], align: "right", format: (value) => percent(value as number | null) }));
+
+/** The pre-market or after-hours print and its move from the regular close in Price, for the members that have one. */
+function extendedColumn(session: ExtendedSession): HeadlessPaneColumn {
+  return {
+    key: "extendedPrice",
+    header: EXTENDED_SESSION_LABELS[session],
+    align: "right",
+    format: (value, row) => row.extendedSession === session && typeof value === "number"
+      ? `${memberPrice(value)} ${percent(typeof row.extendedChangePercent === "number" ? row.extendedChangePercent : null)}`
+      : "--",
+  };
+}
+
+/**
+ * When a board's figures are from. Outside the regular session they are the
+ * completed session's close, so the report is as of that close (its date,
+ * from a server that sends no close time), follows NYSE's sessions and says
+ * how old the snapshot is, never dated by when the snapshot was put together.
+ * A snapshot over 30 minutes old is the news: the report is then dated by it
+ * and reads stale, as it does while a session trades and from a server that
+ * does not name the close. The snapshot's own time and age ride along.
+ */
+function boardObservation(payload: ThemesPayload | ThemeMembersPayload, now = Date.now()): {
+  metadata: Record<string, unknown>;
+  freshness: HeadlessPaneFreshness;
+} {
+  const assembledAt = Date.parse(payload.asOf);
+  const close = boardClose(payload);
+  const snapshot = {
+    snapshotId: payload.snapshotId,
+    stale: payload.stale,
+    snapshotAssembledAt: payload.asOf,
+    snapshotAgeMinutes: Math.max(0, Math.floor((now - assembledAt) / 60_000)),
+    session: payload.session ?? null,
+    regularSessionDate: close?.date ?? null,
+    regularSessionClosedAt: close?.closedAt ?? null,
+  };
+  if (close && now - assembledAt <= SNAPSHOT_STALE_MS) {
+    return {
+      metadata: { asOf: close.closedAt != null ? new Date(close.closedAt).toISOString() : close.date, sessionExchange: "NYSE", ...snapshot },
+      freshness: { tradingDayMarket: "US", note: `snapshot ${formatRelativeAge(assembledAt, now)}` },
+    };
+  }
+  return { metadata: { asOf: payload.asOf, ...snapshot }, freshness: { maxAgeMinutes: 30 } };
+}
+
 export const themesHeadless: HeadlessPaneDefinition<"rows"> = {
   shape: "rows",
   // The pane's stored snapshot: 15-minute delayed prices, refreshed every 15 minutes. As in the pane,
-  // the payload's stale flags are historical; a snapshot over 30 minutes old is what reads stale.
-  freshness: { status: "delayed", delayMinutes: 15, maxAgeMinutes: 30, ignoreStaleFlags: true },
+  // the payload's stale flags are historical; a snapshot over 30 minutes old is what reads stale
+  // (boardObservation, which dates a board outside the regular session by its close).
+  freshness: { status: "delayed", delayMinutes: 15, ignoreStaleFlags: true },
   argument: { kind: "free-text", optional: true, placeholder: "theme", description: "Theme name or keyword, such as nuclear; omit for all themes." },
   options: [],
   discovery: { aliases: ["THEM"], dataRequirements: ["Gloom Cloud stored equity snapshot"],
-    limitations: ["Updated every 15 minutes for Free and Pro", "Equal-weight price returns; missing observations reduce coverage", "Below half coverage a period is unavailable"] },
+    limitations: ["Updated every 15 minutes for Free and Pro.", "Equal-weight price returns; missing observations reduce coverage.", "Below half coverage a period is unavailable.",
+      "Outside the regular session Price, 1D and the returns end at the last regular close; a pre-market or after-hours print is shown beside it and never enters them."] },
   describe: (args) => args.rawArgument ? `Thematic baskets | ${args.rawArgument}` : "Thematic baskets",
   async load(args, context) {
     const board = await fetchThemes(context.apiClient);
@@ -21,13 +74,23 @@ export const themesHeadless: HeadlessPaneDefinition<"rows"> = {
       const theme = matchTheme(board.themes, argument);
       if (!theme) throw new Error(`No theme matches ${argument}`);
       const data = await fetchThemeMembers(theme.id, context.apiClient);
-      return { rows: sortMembers(data.members, DEFAULT_SORT).map((row) => ({ ...row })),
+      const observation = boardObservation(data);
+      // Price and 1D are the regular session's; an extended print gets a column only when a member has one.
+      const extendedSessions = memberExtendedSessions(data.members);
+      return { rows: sortMembers(data.members, DEFAULT_SORT).map((row) => {
+        const extended = memberExtended(row);
+        return { ...row, extendedSession: extended?.session ?? null, extendedPrice: extended?.price ?? null,
+          extendedChange: extended?.change ?? null, extendedChangePercent: extended?.changePercent ?? null };
+      }),
         columns: [{ key: "symbol", header: "Ticker" }, { key: "name", header: "Name" },
-          { key: "price", header: "Price $", align: "right", format: (value) => memberPrice(value as number | null) }, ...periods],
+          { key: "price", header: "Price $", align: "right", format: (value) => memberPrice(value as number | null) },
+          periods[0]!, ...extendedSessions.map(extendedColumn), ...periods.slice(1)],
         complete: !data.stale && data.members.every((row) => row.present && THEME_PERIODS.every((period) => row[period] !== null)),
         unavailableSymbols: data.members.filter((row) => !row.present).map((row) => row.symbol),
-        metadata: { asOf: data.asOf, stale: data.stale, snapshotId: data.snapshotId, theme: data.theme } };
+        freshness: observation.freshness,
+        metadata: { ...observation.metadata, theme: data.theme } };
     }
+    const observation = boardObservation(board);
     return { rows: sortThemes(board.themes, DEFAULT_SORT).map((row) => ({ name: row.name, memberCount: row.memberCount,
       ...Object.fromEntries(THEME_PERIODS.map((period) => [period, row.returns[period].value])), breadth: row.breadth.value, coverage: row.returns,
       breadthCoverage: row.breadth, best: row.best?.symbol ?? null, worst: row.worst?.symbol ?? null })),
@@ -36,6 +99,7 @@ export const themesHeadless: HeadlessPaneDefinition<"rows"> = {
         { key: "breadth", header: "Breadth", align: "right", format: (_value, row) => aggregateText(row.breadthCoverage as typeof board.themes[number]["breadth"], true) },
         { key: "best", header: "Best 1D" }, { key: "worst", header: "Worst 1D" }],
       complete: !board.stale && board.themes.every((row) => THEME_PERIODS.every((period) => row.returns[period].covered === row.memberCount)),
-      metadata: { asOf: board.asOf, stale: board.stale, snapshotId: board.snapshotId } };
+      freshness: observation.freshness,
+      metadata: observation.metadata };
   },
 };

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

@@ -1,6 +1,7 @@
 import { THEME_PERIODS, type ThemeAggregate, type ThemeMember, type ThemePeriod, type ThemeSummary } from "../../../api-client/themes";
 import type { DataTableColumn } from "../../../components";
 import { getTableWidth } from "../../../components/ui/table-layout";
+import { marketStateLabel, type ExtendedSession } from "../../../market-data/market/status";
 import { compareSortValues, type SortDirection } from "../../../utils/sort-values";
 
 export const PERIOD_LABELS: Record<ThemePeriod, string> = { changePercent: "1D", return1WPercent: "1W", return1MPercent: "1M", return3MPercent: "3M", returnYtdPercent: "YTD" };
@@ -28,10 +29,68 @@ export function sortThemes(rows: readonly ThemeSummary[], sort: ThemeSort): Them
   return [...rows].sort((a, b) => compareSortValues(value(a), value(b), sort.direction) || a.name.localeCompare(b.name));
 }
 export function sortMembers(rows: readonly ThemeMember[], sort: ThemeSort): ThemeMember[] {
-  const value = (row: ThemeMember) => row[sort.columnId as "price" | "symbol" | "name"];
+  const session = EXTENDED_COLUMN_SESSIONS[sort.columnId];
+  const value = (row: ThemeMember) => session ? extendedMove(row, session) : row[sort.columnId as "price" | "symbol" | "name"];
   return [...rows].sort((a, b) => compareSortValues(value(a), value(b), sort.direction) || a.symbol.localeCompare(b.symbol));
 }
 
+/** A snapshot older than this reads stale, whichever session it describes. */
+export const SNAPSHOT_STALE_MS = 30 * 60_000;
+
+/**
+ * The completed regular session a board describes outside the regular
+ * session: its date, and its close when the server sends it. Null while a
+ * session trades, and from a server that does not say, whose figures then
+ * read as before.
+ */
+export function boardClose(payload: { regularSessionDate?: unknown; regularSessionClosedAt?: unknown }): { date: string; closedAt: number | null } | null {
+  const date = payload.regularSessionDate;
+  if (typeof date !== "string" || !/^\d{4}-\d{2}-\d{2}$/.test(date) || !Number.isFinite(Date.parse(`${date}T00:00:00Z`))) return null;
+  const closedAt = payload.regularSessionClosedAt;
+  return { date, closedAt: typeof closedAt === "number" && Number.isFinite(closedAt) && closedAt > 0 ? closedAt : null };
+}
+
+const WEEKDAYS = ["Sun", "Mon", "Tue", "Wed", "Thu", "Fri", "Sat"] as const;
+const MONTHS = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"] as const;
+/** `Fri 9 Oct close` for the US session dated 2026-10-09, named by its own day, never the reader's. */
+function closeLabel(date: string): string {
+  const day = new Date(`${date}T00:00:00Z`);
+  return `${WEEKDAYS[day.getUTCDay()]} ${day.getUTCDate()} ${MONTHS[day.getUTCMonth()]} close`;
+}
+
+/**
+ * How current the board is, for its footer. Outside the regular session the
+ * close its figures describe and how old the snapshot is, `Fri 9 Oct close ·
+ * snapshot 12m ago`; while a session trades, or from a server that does not
+ * name the close, the delay and the snapshot's age. `age` is the relative age
+ * (`12m ago`).
+ */
+export function snapshotFooterText(payload: { regularSessionDate?: unknown; regularSessionClosedAt?: unknown }, age: string): string {
+  const close = boardClose(payload);
+  return close ? `${closeLabel(close.date)} · snapshot ${age}` : `15m delayed · snapshot ${age}`;
+}
+
+/** A member's pre-market or after-hours print and its move from the close in Price, when it has a valid one. */
+export function memberExtended(row: ThemeMember): { session: ExtendedSession; price: number; change: number | null; changePercent: number | null } | null {
+  const session = row.extendedSession;
+  const price = row.extendedPrice;
+  if ((session !== "PRE" && session !== "POST") || typeof price !== "number" || !Number.isFinite(price) || price <= 0) return null;
+  const finite = (value: unknown) => typeof value === "number" && Number.isFinite(value) ? value : null;
+  return { session, price, change: finite(row.extendedChange), changePercent: finite(row.extendedChangePercent) };
+}
+
+const EXTENDED_COLUMN_SESSIONS: Record<string, ExtendedSession | undefined> = { preMarket: "PRE", afterHours: "POST" };
+/** A member's move in the extended-session column `session`, or null. */
+export function extendedMove(row: ThemeMember, session: ExtendedSession): number | null {
+  const extended = memberExtended(row);
+  return extended?.session === session ? extended.changePercent : null;
+}
+
+/** The extended sessions some member has a print for, in the order their columns go. */
+export function memberExtendedSessions(rows: readonly ThemeMember[]): ExtendedSession[] {
+  return (["PRE", "POST"] as const).filter((session) => rows.some((row) => memberExtended(row)?.session === session));
+}
+
 /** Exact id/name, then words, then a subsequence. Server keywords keep new themes searchable. */
 export function matchTheme(rows: readonly ThemeSummary[], input: string): ThemeSummary | null {
   const query = input.trim().toLowerCase();
@@ -63,10 +122,18 @@ export function themeColumns(width: number, rows: readonly ThemeSummary[]): Data
     column("best", "Best 1D", 15), column("worst", "Worst 1D", 15)];
   return fitColumns(columns, width, ["worst", "best", "return3MPercent", "returnYtdPercent", "return1MPercent", "return1WPercent", "memberCount"]);
 }
-export function memberColumns(width: number): DataTableColumn[] {
+/**
+ * The member table at `width`. Price and 1D are the regular session's; a
+ * PRE-MKT or AFTER-HRS column, named as BI and MOST name it, follows 1D for
+ * each session in `extendedSessions`. A narrow pane gives up the longer
+ * windows first, then that column, then the name.
+ */
+export function memberColumns(width: number, extendedSessions: readonly ExtendedSession[] = []): DataTableColumn[] {
+  const extended = extendedSessions.map((session) => column(session === "PRE" ? "preMarket" : "afterHours", marketStateLabel(session), 9));
+  const [day, ...windows] = THEME_PERIODS.map((period) => column(period, PERIOD_LABELS[period], 9));
   return fitColumns([column("symbol", "Ticker", 7, "left"), column("name", "Name", 24, "left"), column("price", "Price $", 10),
-    ...THEME_PERIODS.map((period) => column(period, PERIOD_LABELS[period], 9))], width,
-  ["return3MPercent", "returnYtdPercent", "return1MPercent", "return1WPercent", "name", "price"]);
+    day!, ...extended, ...windows], width,
+  ["return3MPercent", "returnYtdPercent", "return1MPercent", "return1WPercent", "preMarket", "afterHours", "name", "price"]);
 }
 function fitColumns(columns: DataTableColumn[], width: number, drop: string[]): DataTableColumn[] {
   const used = () => getTableWidth(columns);

package/src/plugins/builtin/themes/pane.tsx

@@ -2,6 +2,7 @@ import { useCallback, useMemo, type ReactNode } from "react";
 import type { ThemeMember, ThemePeriod, ThemeSummary } from "../../../api-client/themes";
 import { DataTableStackView, DataTableView, PaneStatusBody, usePaneNoticeFooter, usePaneStatusFooter, type DataTableCell, type DataTableColumn } from "../../../components";
 import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
+import type { ExtendedSession } from "../../../market-data/market/status";
 import { useAsyncResource, useAutoRefresh, usePluginPaneState, usePluginTickerActions, useUpdatedAgo } from "../../../public/react";
 import { usePaneInstance } from "../../../state/app/context";
 import { priceColor } from "../../../theme/colors";
@@ -10,14 +11,22 @@ import { Box, Text } from "../../../ui";
 import { nextHeaderSort } from "../../../utils/sort-values";
 import { useMembersMenu } from "../shared/members-menu";
 import { cachedMembers, cachedThemes, loadMembers, loadThemes } from "./client";
-import { aggregateText, coverageWidth, DEFAULT_SORT, matchTheme, memberColumns, memberPrice, percent, sortMembers, sortThemes, themeColumns, type ThemeSort } from "./model";
+import {
+  aggregateText, coverageWidth, DEFAULT_SORT, extendedMove, matchTheme, memberColumns, memberExtendedSessions, memberPrice, percent,
+  SNAPSHOT_STALE_MS, snapshotFooterText, sortMembers, sortThemes, themeColumns, type ThemeSort,
+} from "./model";
 
-function useSnapshotFooter(id: string, resource: { loading: boolean; error: string | null; data: { payload: { asOf: string; stale: boolean }; stale: boolean; refreshError: string | null } | null }, focused: boolean, enabled = true) {
+type SnapshotPayload = { asOf: string; stale: boolean; regularSessionDate?: string | null; regularSessionClosedAt?: number | null };
+
+function useSnapshotFooter(id: string, resource: { loading: boolean; error: string | null; data: { payload: SnapshotPayload; stale: boolean; refreshError: string | null } | null }, focused: boolean, enabled = true) {
   const data = resource.data;
   const age = useUpdatedAgo(data ? Date.parse(data.payload.asOf) : null);
-  const info = useMemo(() => age ? [{ id: "snapshot", parts: [{ text: `15m delayed · snapshot ${age}`, tone: "muted" as const }] }] : [], [age]);
+  const payload = data?.payload;
+  // Outside the regular session the figures are a close, so the footer names it, not the snapshot's time.
+  const text = age && payload ? snapshotFooterText(payload, age) : null;
+  const info = useMemo(() => text ? [{ id: "snapshot", parts: [{ text, tone: "muted" as const }] }] : [], [text]);
   // The server flag includes retained historical returns; it does not mean the daily board is old.
-  const snapshotStale = !!data && Date.now() - Date.parse(data.payload.asOf) > 30 * 60_000;
+  const snapshotStale = !!data && Date.now() - Date.parse(data.payload.asOf) > SNAPSHOT_STALE_MS;
   usePaneStatusFooter({ registrationId: id, enabled, loading: resource.loading && !!data,
     error: data ? null : resource.error, stale: !!data && (data.stale || snapshotStale || !!resource.error), info });
   usePaneNoticeFooter({ registrationId: `${id}:notices`, focused, enabled,
@@ -34,7 +43,10 @@ function Members({ id, width, height, focused }: { id: string; width: number; he
   const [sort, setSort] = usePluginPaneState<ThemeSort>("memberSort", DEFAULT_SORT);
   const [selected, setSelected] = usePluginPaneState<string | null>("member", null);
   const rows = useMemo(() => sortMembers(data?.members ?? [], sort), [data, sort]);
-  const columns = useMemo(() => memberColumns(width), [width]);
+  // Price and 1D are the regular session's; a pre-market or after-hours print gets its own column when a member has one.
+  const extendedSessionsKey = useMemo(() => memberExtendedSessions(data?.members ?? []).join(","), [data]);
+  const columns = useMemo(() => memberColumns(width, extendedSessionsKey ? extendedSessionsKey.split(",") as ExtendedSession[] : []),
+    [extendedSessionsKey, width]);
   useAutoRefresh(resource.updatedAt, resource.load);
   usePaneRefreshKey(() => void resource.reload(), { focused });
   useSnapshotFooter("themes:members", resource, focused);
@@ -44,6 +56,11 @@ function Members({ id, width, height, focused }: { id: string; width: number; he
     if (column.id === "symbol") return { text: row.symbol, color: colors.textBright };
     if (column.id === "name") return { text: row.name ?? "--", color: colors.text };
     if (column.id === "price") return { text: memberPrice(row.price), value: row.price };
+    if (column.id === "preMarket" || column.id === "afterHours") {
+      // The extended print's move from the close in Price.
+      const move = extendedMove(row, column.id === "preMarket" ? "PRE" : "POST");
+      return { text: percent(move), value: move, color: move === null ? colors.textMuted : priceColor(move, colors) };
+    }
     const value = row[column.id as ThemePeriod];
     return { text: percent(value), value, color: value === null ? colors.textMuted : priceColor(value, colors) };
   }, [colors]);

package/src/plugins/builtin/thirteenf/api.ts

@@ -179,6 +179,7 @@ export function mapForm(raw: any): ThirteenFFormSummary | null {
     tableEntryTotal: finiteOrNull(raw.table_entry_total),
     isAmendment: boolOrFalse(raw.is_amendment) || submissionType.includes("/A"),
     amendmentType: stringOrEmpty(raw.amendment_type) || undefined,
+    valueNote: stringOrEmpty(raw.value_note) || undefined,
   };
 }
 

package/src/plugins/builtin/thirteenf/data.ts

@@ -14,6 +14,7 @@ import { isoDateDaysAgo, isoDateToday, isoDateYearsAgo } from "../../../utils/ca
 import {
   buildBrowserRows,
   latestLikely13FQuarter,
+  oneFundPerCik,
   buildPeriodReports,
   dedupeLatestForms,
 } from "./model";
@@ -192,7 +193,8 @@ async function loadBrowserPage(
       nextOffset: offset + 1,
     };
   }
-  const funds = await searchThirteenFFunds(trimmed, browserLimit, signal, pageApiOptions);
+  const found = await searchThirteenFFunds(trimmed, browserLimit, signal, pageApiOptions);
+  const funds = oneFundPerCik(found);
   const [{ reports, warning }, topFunds] = await Promise.all([
     loadReportsForFunds(funds.slice(0, Math.min(browserLimit, FORM_ENRICHMENT_LIMIT)), { from, to, signal, ...apiOptions }),
     listTopThirteenFFunds(quarter, browserLimit, signal, apiOptions).catch(() => []),
@@ -203,15 +205,15 @@ async function loadBrowserPage(
     .filter((fund): fund is ThirteenFTopFund => !!fund);
   return {
     rows: buildBrowserRows({
-      funds,
+      funds: oneFundPerCik(found, reports),
       topFunds: matchedTopFunds,
       reports,
       source: "funds",
     }),
     quarter,
     warning,
-    hasMore: funds.length >= browserLimit,
-    nextOffset: offset + funds.length,
+    hasMore: found.length >= browserLimit,
+    nextOffset: offset + found.length,
   };
 }