gloomberb 0.17.0 → 0.17.2

package/src/plugins/builtin/executives/index.tsx

@@ -1,4 +1,5 @@
 import type { PluginModule } from "../plugin-module";
+import { proLockNote } from "../shared/pro-lock-note";
 import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
 import {
   attachExecutivesPersistence,
@@ -10,6 +11,21 @@ import { isKnownNonUsListing } from "../../../utils/sec";
 const description =
   "Named executive officers and what they were paid, read from the company's proxy statement and checked against the filing.";
 
+/**
+ * EXEC is Pro whole (`useProFeatureWall`). The proxy statements it reads are
+ * in the SEC filing list, which needs no account: `filings` lists them with a
+ * link to each, where the Summary Compensation Table is the pay as filed,
+ * without EXEC's parsed figures.
+ */
+function executivesLockNote(lock: { gate: "sign-in" | "pro"; symbol: string | null }): string {
+  return proLockNote(lock, {
+    token: "EXEC",
+    does: "it reads each proxy statement into the named executive officers and what they were paid",
+    shows: "it",
+    free: (ticker, company) => `gloomberb filings ${ticker} --form DEF14A lists ${company}'s proxy statements, each with its filing date and a link to the filing, whose Summary Compensation Table holds the pay as filed.`,
+  });
+}
+
 export const executivesModule: PluginModule = {
   setup(ctx) {
     attachExecutivesPersistence(ctx.persistence);
@@ -31,6 +47,8 @@ export const executivesModule: PluginModule = {
     {
       id: EXECUTIVES_PANE_ID,
       reportFreshness: { source: "SEC EDGAR", status: "not-a-feed", basis: "proxy statements" },
+      reportLockNote: executivesLockNote,
+      reportRequirements: ["Gloom Cloud Pro"],
       name: "Executives",
       icon: "X",
       component: ExecutivesPane,

package/src/plugins/builtin/exposure/charts.tsx

@@ -1,4 +1,5 @@
 import { ActionRow } from "../../../components";
+import { ClippedText } from "../../../components/ui/display";
 import { Box, ChartSurface, Text, useUiCapabilities } from "../../../ui";
 import { useThemeColors } from "../../../theme/theme-context";
 import type { ChartVectorShape } from "../../../ui/host";
@@ -53,14 +54,14 @@ export function ExposurePathDiagram({ component, width, height }: { component: E
   const vectors: ChartVectorShape[] = hops.map((hop, i) => ({ id: `${i}`, points: [{ x: (i + .5) / nodes.length, y: .5 }, { x: (i + 1.5) / nodes.length, y: .5 }], color: hop.pct === null ? colors.textDim : colors.warning, strokeWidth: 2, handles: true }));
   return <Box flexDirection="column" height={height} overflow="hidden">
     <Box paddingX={1} height={1} flexShrink={0}><Text fg={colors.textDim}>{hops.length} hop{hops.length === 1 ? "" : "s"} · {component.classification}{component.exposurePct ? ` · ${rangeText(component.exposurePct)}` : ""}</Text></Box>
-    <Box flexDirection="row" height={1} flexShrink={0} paddingX={1}>{nodes.map((node, i) => <Box key={`${node.id}:${i}`} width={nodeWidth} alignItems="center"><Text fg={colors.textBright}>{truncateToDisplayWidth(node.symbol ?? node.name, nodeWidth - 2)}</Text></Box>)}</Box>
+    <Box flexDirection="row" height={1} flexShrink={0} paddingX={1}>{nodes.map((node, i) => <Box key={`${node.id}:${i}`} width={nodeWidth} alignItems="center"><ClippedText fg={colors.textBright} text={node.symbol ?? node.name} width={nodeWidth - 2} /></Box>)}</Box>
     <Box height={1} flexShrink={0} paddingX={1}>
       {desktop ? <ChartSurface width={width - 2} height={1} vectors={vectors} /> : <Text fg={colors.textDim}>{nodes.map((_, i) => i < hops.length ? "─".repeat(Math.max(1, nodeWidth - 2)) + "→ " : "").join("")}</Text>}
     </Box>
-    {height >= 4 ? <Box flexDirection="row" height={1} flexShrink={0} paddingX={1}>{nodes.map((_, i) => <Box key={i} width={nodeWidth} alignItems="center"><Text fg={colors.warning}>{i === 0 ? "" : truncateToDisplayWidth(hops[i - 1]!.pct === null ? "Undisclosed share" : `${hops[i - 1]!.pct}% ${basisLabel(hops[i - 1]!.basis)}`, nodeWidth - 1)}</Text></Box>)}</Box> : null}
+    {height >= 4 ? <Box flexDirection="row" height={1} flexShrink={0} paddingX={1}>{nodes.map((_, i) => <Box key={i} width={nodeWidth} alignItems="center"><ClippedText fg={colors.warning} text={i === 0 ? "" : hops[i - 1]!.pct === null ? "Undisclosed share" : `${hops[i - 1]!.pct}% ${basisLabel(hops[i - 1]!.basis)}`} width={nodeWidth - 1} /></Box>)}</Box> : null}
     {height >= 5 ? <Box flexDirection="row" height={1} flexShrink={0} paddingX={1}>{nodes.map((_, i) => {
       const evidence = i > 0 ? hops[i - 1]!.evidence[0] : null;
-      return <Box key={i} width={nodeWidth} alignItems="center"><Text fg={colors.textDim}>{evidence ? truncateToDisplayWidth(`${evidence.tier} · ${evidence.asOf ?? "undated"}`, nodeWidth - 1) : ""}</Text></Box>;
+      return <Box key={i} width={nodeWidth} alignItems="center"><ClippedText fg={colors.textDim} text={evidence ? `${evidence.tier} · ${evidence.asOf ?? "undated"}` : ""} width={nodeWidth - 1} /></Box>;
     })}</Box> : null}
   </Box>;
 }

package/src/plugins/builtin/filing-events/index.tsx

@@ -1,4 +1,5 @@
 import type { PluginModule } from "../plugin-module";
+import { proLockNote } from "../shared/pro-lock-note";
 import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
 import { FILING_EVENTS_PANE_ID, FilingEventsPane } from "./pane";
 import { isKnownNonUsListing } from "../../../utils/sec";
@@ -12,16 +13,13 @@ const description =
  * are in SEC, which needs no account: its rows carry each 8-K's filing date,
  * acceptance time and items, by number and in words.
  */
-function filingEventsLockNote({ gate, symbol }: { gate: "sign-in" | "pro"; symbol: string | null }): string {
-  const ticker = symbol ?? "<ticker>";
-  const unlock = gate === "sign-in"
-    ? "To read them in EK, open the app (gloomberb), log in or sign up from the command bar (Ctrl+P, Log In or Sign Up), then upgrade (Ctrl+P, UPGRADE)"
-    : "To read them in EK, upgrade in the app (gloomberb, then Ctrl+P, UPGRADE)";
-  return [
-    `EK is part of Gloom Cloud Pro: it reads each 8-K and sums up what it said and who it names. ${gate === "sign-in" ? "Signed out" : "On a free account"} it shows none of them.`,
-    `Free, with no sign-in: gloomberb fn SEC ${ticker} lists ${symbol ?? "the company"}'s recent filings, 8-Ks among them, each with its filing date and its items by number and name.`,
-    `${unlock}; gloomberb fn EK ${ticker} then reads with that session.`,
-  ].join("\n");
+function filingEventsLockNote(lock: { gate: "sign-in" | "pro"; symbol: string | null }): string {
+  return proLockNote(lock, {
+    token: "EK",
+    does: "it reads each 8-K and sums up what it said and who it names",
+    shows: "them",
+    free: (ticker, company) => `gloomberb fn SEC ${ticker} lists ${company}'s recent filings, 8-Ks among them, each with its filing date and its items by number and name.`,
+  });
 }
 
 export const filingEventsModule: PluginModule = {

package/src/plugins/builtin/fixed-income/pane.tsx

@@ -108,6 +108,7 @@ function FixedIncomeSectionPane({ section, ...props }: PaneProps & { section: Fi
               flexGrow={1}
               flexBasis={0}
               overflow="hidden"
+              data-gloom-role="nested-pane-content"
             >
               <PaneFooterScope active={value === view}>
                 <View {...props} paneType={paneType} height={contentHeight} focused={props.focused && value === view} />
@@ -147,7 +148,7 @@ export function FixedIncomePane(props: PaneProps) {
       <Box height={contentHeight} flexGrow={1} flexBasis={0} overflow="hidden">
         {FIXED_INCOME_SECTIONS.map(({ value }) => (
           mounted.has(value) || value === section ? (
-            <Box key={value} visible={value === section} height={contentHeight} flexGrow={1} flexBasis={0} overflow="hidden">
+            <Box key={value} visible={value === section} height={contentHeight} flexGrow={1} flexBasis={0} overflow="hidden" data-gloom-role="nested-pane-content">
               <PaneFooterScope active={value === section}>
                 <NestedPaneTabs>
                   <FixedIncomeSectionPane {...props} section={value} height={contentHeight} focused={props.focused && value === section} />

package/src/plugins/builtin/gpu/equities.tsx

@@ -10,9 +10,10 @@ import { useAssetData, useAsyncResource, useAutoRefresh, usePluginPaneState, use
 import { priceColor } from "../../../theme/colors";
 import { useThemeColors } from "../../../theme/theme-context";
 import { TICKER_RESEARCH_PANE_ID } from "../../../types/config";
-import { Box, Text, TextAttributes } from "../../../ui";
+import { Box, TextAttributes, useUiCapabilities } from "../../../ui";
+import { ClippedText } from "../../../components/ui/display";
 import { publicTickerKey } from "../../../utils/exchanges";
-import { displayWidth, truncateToDisplayWidth } from "../../../utils/format";
+import { displayWidth } from "../../../utils/format";
 import { quoteBoardFooterInfo, quoteBoardStatus, renderQuoteBoardCell, useQuoteBoard } from "../shared/use-quote-board";
 import { GpuModelQuery } from "./board";
 import { loadGpuEquityHistory } from "./client";
@@ -66,6 +67,7 @@ export function GpuEquities({ board, models, locked, model, setModel, reloadBoar
   const dataRef = useRef({ quotes, historyMap });
   dataRef.current = { quotes, historyMap };
   const medium = width >= 100;
+  const desktop = !!useUiCapabilities().nativePaneChrome;
   const renderCell = useCallback((item: Row, column: DataTableColumn, _index: number, state: { selected: boolean }): DataTableCell => {
     if (!isSectionedItemRow(item)) return EMPTY_TABLE_CELL;
     const row = item.item;
@@ -81,9 +83,10 @@ export function GpuEquities({ board, models, locked, model, setModel, reloadBoar
         const variant = [row.gpuModel, ...gpuVariant(reference)].join(" ");
         // The name keeps its room; the variant gives way first.
         const rest = Math.max(0, column.width - displayWidth(name) - 2);
-        return { text: `${name} ${variant}`, content: <Box flexDirection="row" height={1} overflow="hidden">
-          <Text fg={state.selected ? colors.selectedText : colors.text}>{truncateToDisplayWidth(name, column.width)}</Text>
-          {rest >= 4 ? <Text fg={state.selected ? colors.selectedText : colors.textDim}>{`  ${truncateToDisplayWidth(variant, rest)}`}</Text> : null}
+        // On the desktop the variant gives way first at the column's edge, by CSS.
+        return { text: `${name} ${variant}`, content: <Box flexDirection="row" height={1} overflow="hidden" {...(desktop ? { flexShrink: 1, minWidth: 0 } : {})}>
+          <ClippedText fg={state.selected ? colors.selectedText : colors.text} text={name} width={column.width} />
+          {desktop || rest >= 4 ? <ClippedText fg={state.selected ? colors.selectedText : colors.textDim} lead="  " text={variant} width={rest} flex="0 1000 auto" /> : null}
         </Box> };
       }
       case "gpuPrice": return reference ? { text: gpuPrice(reference.pricePerGpuHr), value: reference.pricePerGpuHr, color: colors.textBright } : gapCell;
@@ -104,7 +107,7 @@ export function GpuEquities({ board, models, locked, model, setModel, reloadBoar
       default: return renderQuoteBoardCell(column.id as "price" | "changePercent", dataRef.current.quotes.get(row.symbol),
         { formatPrice: (quote) => gpuPrice(quote.price), formatChange: (quote) => gpuChange(quote.change) });
     }
-  }, [colors]);
+  }, [colors, desktop]);
   return <DataTableView<Row> columns={equityColumns(width)} items={items} rootWidth={width} rootHeight={height} focused={focused}
     rootBefore={<GpuModelQuery models={models} model={model || "H100"} setModel={setModel} width={width} allowAll={false} />}
     selection={{ kind: "id", selectedId: selected, getId: rowKey, onChange: (id) => setSelected(String(id)) }} getItemKey={rowKey}

package/src/plugins/builtin/help/feedback-tab.tsx

@@ -7,7 +7,7 @@ import { t } from "../../../i18n";
 import { colors } from "../../../theme/colors";
 import { Box, Text } from "../../../ui";
 import { formatRelativeTime } from "../../../utils/datetime-format";
-import { requestAuthDialog } from "../cloud/auth-dialog";
+import { requestAuthDialog } from "../../../account/auth-dialog";
 
 const STATUS_BADGES: Record<FeedbackStatus, { label: string; tone: "neutral" | "accent" | "positive" }> = {
   received: { label: "Received", tone: "neutral" },

package/src/plugins/builtin/iv-history/format.ts

@@ -21,6 +21,9 @@ export const VCA_DEFINITIONS = [
  */
 export const skewHeader = (stem: string, sign: string) => `${stem} ${sign} (pts)`;
 
+/** The underlying price a reading was taken at, to the cent. */
+export const formatSpot = (value: number | null | undefined) => value == null || !Number.isFinite(value) ? "--"
+  : value.toLocaleString("en-US", { minimumFractionDigits: 2, maximumFractionDigits: 2 });
 export const formatVol = (value: number | null | undefined) => value == null || !Number.isFinite(value) ? "--" : `${(value * 100).toFixed(1)}%`;
 export const formatPoints = (value: number | null | undefined) =>
   value == null || !Number.isFinite(value) ? "--" : `${value >= 0 ? "+" : ""}${(value * 100).toFixed(1)}`;

package/src/plugins/builtin/iv-history/headless.ts

@@ -2,7 +2,7 @@ import type { HeadlessPaneDefinition } from "../../../types/plugin";
 import { resolveHeadlessInstrument } from "../shared/headless-market-data";
 import { createRealizedVolatilityDependencies, loadRealizedVolatilityHistory } from "../realized-vol/client";
 import { createHvDependencies, loadIvHistory, loadIvScreen, loadRealizedVolatilities } from "./client";
-import { formatPoints, formatRank, formatStat, formatVol, readingLabel, sharedDates, skewHeader, VCA_DEFINITIONS, verdictLabel } from "./format";
+import { formatPoints, formatRank, formatSpot, formatStat, formatVol, readingLabel, sharedDates, skewHeader, VCA_DEFINITIONS, verdictLabel } from "./format";
 import { HV_WINDOWS, type HvWindow, type IvLookback, type IvStatRow, projectIvHistory, projectRichCheap, type RichCheapRow, richCheapDates, screenCoverage, VCA_LIMIT, VCA_PRESETS } from "./model";
 import { vcaUniverse } from "./universe";
 import { listingFateNotes, loadListingFate } from "../../../cli/listing-arg";
@@ -120,6 +120,8 @@ export const ivScreenHeadless: HeadlessPaneDefinition<"bundle"> = {
         { key: "symbol", header: "Symbol" }, { key: "iv30", header: "IV30", format: percent },
         ...(dates.reading ? [] : [{ key: "date", header: "As of", format: (value: unknown, row?: unknown) =>
           typeof value === "string" ? readingLabel(value, (row as RichCheapRow).method) : "--" }]),
+        // The underlying price each reading was taken at, on the date the title or the As of column gives.
+        { key: "spot", header: "Spot", format: (value: unknown) => typeof value === "number" ? formatSpot(value) : "--" },
         ...(dates.rankApart ? [{ key: "rankDate", header: "Rank as of", format: (value: unknown) => typeof value === "string" ? `${value} close` : "--" }] : []),
         { key: "rank", header: "IVR", format: (value: unknown) => formatRank(value as number | null) },
         { key: "percentile", header: "IVP", format: (value: unknown) => formatRank(value as number | null) },

package/src/plugins/builtin/iv-history/index.tsx

@@ -37,7 +37,9 @@ export const ivHistoryModule: PluginModule = {
     {
       id: "iv-screen-pane", paneId: "iv-screen", label: "Volatility Rich/Cheap",
       description: "IV rank, percentile, one-year IV, term slope, skew and IV/HV across a list, ranked rich to cheap.",
-      keywords: ["vca", "rich", "cheap", "iv rank", "implied volatility", "screen"],
+      // Where a put seller finds rich premium; OSA owns the exact put-selling phrases and ranks first on them.
+      keywords: ["vca", "rich", "cheap", "iv rank", "implied volatility", "screen", "cash-secured puts", "selling puts", "short-put candidates",
+        "csp candidates", "wheel candidates"],
       shortcut: { prefix: "VCA", argKind: "ticker-list" as const, argOptional: true }, headless: ivScreenHeadless,
       createInstance: (_context, options) => ({
         title: "VCA", placement: "floating" as const,

package/src/plugins/builtin/iv-history/model.ts

@@ -241,6 +241,8 @@ export interface RichCheapRow {
   iv30: number | null;
   date: string | null;
   method: IvMethod | null;
+  /** The underlying price the reading was taken at: the session's close, or the spot at the quote capture. */
+  spot: number | null;
   rank: number | null;
   percentile: number | null;
   /** Trade close the rank is measured on: the newest trade-close session, which a newer quote reading can be ahead of. */
@@ -304,7 +306,7 @@ export function projectRichCheap(rows: readonly IvScreenRow[], hv: ReadonlyMap<s
     return {
       symbol: row.symbol, status: row.coverageStatus ?? row.status, queuedAt: row.coverage?.addedAt ?? null,
       backfilledThrough: row.coverage?.backfilledThrough ?? null, warning: row.warnings?.[0] ?? null,
-      iv30, date: latest?.date ?? null, method: latest?.method ?? null,
+      iv30, date: latest?.date ?? null, method: latest?.method ?? null, spot: latest?.spot ?? null,
       rank: row.iv30?.rank ?? null, percentile, rankDate: row.iv30?.date ?? null,
       termSlope: iv30 != null && latest?.iv90 != null ? iv30 - latest.iv90 : null,
       iv1y: latest?.iv365 ?? null,

package/src/plugins/builtin/iv-history/screen-pane.tsx

@@ -9,7 +9,7 @@ import { wrapTextLines } from "../../../utils/text-wrap";
 import { useAutoRefresh } from "../../../react/auto-refresh";
 import { compareSortValues, nextHeaderSort, type SortDirection } from "../../../utils/sort-values";
 import { loadIvScreen, loadRealizedVolatilities } from "./client";
-import { formatPoints, formatRank, formatVol, readingLabel, sharedDates, shortDate, VCA_DEFINITIONS, verdictLabel } from "./format";
+import { formatPoints, formatRank, formatSpot, formatVol, readingLabel, sharedDates, shortDate, VCA_DEFINITIONS, verdictLabel } from "./format";
 import { projectRichCheap, type RichCheapRow, richCheapDates, screenPaneNotices, type VcaPreset } from "./model";
 import { vcaUniverse } from "./universe";
 
@@ -21,6 +21,7 @@ const COLUMNS: DataTableColumn[] = [
   { id: "symbol", label: "Symbol", width: 8, align: "left" },
   { id: "iv30", label: "IV30", width: 7, align: "right" },
   { id: "date", label: "As of", width: 11, align: "right" },
+  { id: "spot", label: "Spot", width: 9, align: "right" },
   { id: "rankDate", label: "Rank as of", width: 11, align: "right" },
   { id: "rank", label: "IVR", width: 5, align: "right" },
   { id: "percentile", label: "IVP", width: 5, align: "right" },
@@ -99,6 +100,7 @@ export function IvScreenPane({ width, height, focused }: PaneProps) {
     switch (id) {
       case "symbol": return { text: row.symbol, color: colors.textBright };
       case "iv30": return { text: formatVol(row.iv30), color: colors.warning };
+      case "spot": return { text: formatSpot(row.spot), color: colors.textDim };
       case "date": return { text: row.date ? readingLabel(row.date, row.method, true)
         : row.status === "queued" || row.status === "backfilling" ? row.status : "--", color: colors.textDim };
       case "rankDate": return { text: row.rankDate ? `${shortDate(row.rankDate)} close` : "--", color: colors.textDim };

package/src/plugins/builtin/iv-history/universe.ts

@@ -34,7 +34,7 @@ export function vcaUniverse(scope: string, symbolsText: string, collectionId: st
   }
   const valid = [...new Map(instruments.filter((instrument) => SYMBOL.test(instrument.symbol)).map((instrument) => [instrument.symbol, instrument])).values()];
   const error = !valid.length ? scope === "collection" ? "Link a watchlist or portfolio with US-listed symbols in pane settings." : "Add symbols in pane settings."
-    : valid.length > VCA_LIMIT ? `Showing the first ${VCA_LIMIT} of ${valid.length} symbols.`
+    : valid.length > VCA_LIMIT ? `Only the first ${VCA_LIMIT} symbols are screened.`
       : skipped ? `${skipped} non-US listing${skipped === 1 ? "" : "s"} left out: stored implied volatility covers US option underlyings.` : null;
   return { label, instruments: valid.slice(0, VCA_LIMIT), error };
 }

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

@@ -1,11 +1,12 @@
+import { ApiRequestError } from "../../../api-client/errors";
 import type {
   HeadlessBundleResult,
-  HeadlessPaneContext,
   HeadlessPaneDefinition,
 } from "../../../types/plugin";
-import { cloudAccountNeed, cloudDeniedStatus, type CloudDeniedStatus } from "../shared/cloud-denied";
+import { explainRefusal } from "../shared/cloud-denied";
 import { formatCompact, formatNumber } from "../../../utils/format";
 import { fetchJobs, fetchJobsMovers, type JobsCloudClient, type JobsCompanyState } from "./client";
+import { jobsLockNote } from "./lock-note";
 import {
   buildMoverRows,
   buildPostingRows,
@@ -15,18 +16,6 @@ import {
   functionLabel,
 } from "./model";
 
-/**
- * What a refused account needs, and the free preview to try instead: HIRE
- * reads the same careers systems, and is named only when it answers for this
- * company.
- */
-async function jobsDeniedMessage(symbol: string | undefined, status: CloudDeniedStatus, client: Pick<HeadlessPaneContext["apiClient"], "getCloudHiring">): Promise<string> {
-  const need = cloudAccountNeed(status);
-  const preview = await client.getCloudHiring(symbol, { limit: 1 })
-    .then((payload) => !!payload && (symbol ? "symbol" in payload : "companies" in payload), () => false);
-  return `JOBS needs ${need}${preview ? `; HIRE${symbol ? ` ${symbol}` : ""} is free to preview` : ""}.`;
-}
-
 function companyBundle(symbol: string, state: Exclude<JobsCompanyState, { kind: "denied" }>, roleLimit: number): HeadlessBundleResult {
   if (state.kind === "pending") {
     return {
@@ -193,14 +182,11 @@ export const jobsHeadless: HeadlessPaneDefinition<"bundle"> = {
     const symbol = args.symbols[0];
     if (symbol) {
       const state = await fetchJobs(symbol, { force: true, client: ctx.apiClient as JobsCloudClient });
-      if (state.kind === "denied") throw new Error(await jobsDeniedMessage(symbol, state.status, ctx.apiClient));
+      if (state.kind === "denied") throw explainRefusal(new ApiRequestError(state.message, state.status), jobsLockNote, { symbol });
       return companyBundle(symbol, state, limit);
     }
-    const payload = await fetchJobsMovers(ctx.apiClient as JobsCloudClient).catch(async (error: unknown) => {
-      const status = cloudDeniedStatus(error);
-      if (status) throw new Error(await jobsDeniedMessage(undefined, status, ctx.apiClient));
-      throw error;
-    });
+    const payload = await fetchJobsMovers(ctx.apiClient as JobsCloudClient)
+      .catch((error: unknown) => { throw explainRefusal(error, jobsLockNote, { symbol: null }); });
     const rows = buildMoverRows(payload.movers).slice(0, Math.max(limit, 15)).map((row) => ({
       ticker: row.ticker,
       company: row.company,

package/src/plugins/builtin/jobs/index.tsx

@@ -3,6 +3,7 @@ import type { PluginModule } from "../plugin-module";
 import { JOBS_SERIES } from "./series";
 import { resetJobsCache } from "./client";
 import { jobsHeadless } from "./headless";
+import { jobsLockNote } from "./lock-note";
 import { JOBS_PANE_ID, JobsPane, JobsResearchTab } from "./pane";
 
 
@@ -33,6 +34,7 @@ export const jobsModule: PluginModule = {
   panes: [
     {
       id: JOBS_PANE_ID,
+      reportLockNote: jobsLockNote,
       name: "Hiring",
       icon: "J",
       component: JobsPane,

package/src/plugins/builtin/jobs/lock-note.ts

@@ -0,0 +1,16 @@
+import type { PaneLock } from "../../../types/plugin";
+import { proLockNote } from "../shared/pro-lock-note";
+
+/**
+ * JOBS is Pro whole. HIRE reads the same careers systems and needs no
+ * account: a company's latest roles, without the full history.
+ */
+export function jobsLockNote(lock: PaneLock): string {
+  return proLockNote(lock, {
+    token: "JOBS",
+    argument: "optional",
+    does: "it reads each company's careers system into open roles, hiring pace and the mix by function and country",
+    shows: "it",
+    free: (ticker, company) => `gloomberb fn HIRE ${ticker} previews ${company}'s hiring with its latest roles, without the full history.`,
+  });
+}

package/src/plugins/builtin/notes/index.tsx

@@ -1,6 +1,6 @@
 import { apiClient } from "../../../api-client";
 import type { GloomPlugin } from "../../../types/plugin";
-import { teamStore } from "../cloud/team/store";
+import { teamStore } from "../../../team/store";
 import { notesCliCommand } from "./cli";
 import { exportNotesToDirectory, exportSourceLabel } from "./export";
 import { NotesFiles } from "./files";

package/src/plugins/builtin/notes/owner.tsx

@@ -5,8 +5,8 @@ import { QueryBar } from "../../../components/ui/query-bar";
 import { Box, Text } from "../../../ui";
 import type { DialogApi, PromptContext } from "../../../ui/dialog";
 import { colors } from "../../../theme/colors";
-import { teamAccentHex, teamPrefix } from "../cloud/team/model";
-import { teamStore } from "../cloud/team/store";
+import { teamAccentHex, teamPrefix } from "../../../team/model";
+import { teamStore } from "../../../team/store";
 import { NoteConflictError, type NoteOwner, noteOwnerKey } from "./store";
 
 export function useNoteTeams(): TeamSummary[] {

package/src/plugins/builtin/options/carry.ts

@@ -48,6 +48,42 @@ export function optionCarry(
   return { extrinsic, extrinsicPerYear: days >= MIN_CARRY_DAYS ? extrinsic / spot / (days / 365) : null };
 }
 
+/**
+ * Extrinsic per year net of financing and dividends, a fraction of spot per
+ * year (`gloomberb options --leaps --columns carry-net`):
+ *
+ *   call: (extrinsic - strike x rate x years + spot x dividend yield x years) / spot / years
+ *   put:  (extrinsic + strike x rate x years - spot x dividend yield x years) / spot / years
+ *
+ * A call bought instead of the stock leaves the strike in cash earning the rate
+ * and forgoes the dividends; a put's midpoint already has both in it the other
+ * way round (put-call parity), so the signs turn. Simple interest over the same
+ * years as `optionCarry`. Null when the carry has no yearly figure.
+ */
+export function optionCarryNet(
+  carry: OptionCarry,
+  side: OptionSide,
+  strike: number,
+  spot: number,
+  rate: number,
+  dividendYield: number,
+): number | null {
+  if (carry.extrinsicPerYear == null || !positive(spot) || !positive(strike)) return null;
+  const financing = rate * strike / spot - dividendYield;
+  return side === "call" ? carry.extrinsicPerYear - financing : carry.extrinsicPerYear + financing;
+}
+
+/**
+ * Where the underlying has to finish for a contract bought at its midpoint to
+ * pay back at expiry: strike plus the midpoint for a call, strike less it for a
+ * put. Null without a two-sided quote.
+ */
+export function optionBreakeven(contract: Pick<OptionContract, "bid" | "ask" | "strike">, side: OptionSide): number | null {
+  const mid = optionMid(contract);
+  if (mid == null || !positive(contract.strike)) return null;
+  return side === "call" ? contract.strike + mid : contract.strike - mid;
+}
+
 /** Bid/ask width as a percent of the midpoint; null without a two-sided quote. */
 export function optionSpreadPercent(contract: Pick<OptionContract, "bid" | "ask">): number | null {
   const spread = optionSpread(contract);

package/src/plugins/builtin/options/index.tsx

@@ -135,7 +135,8 @@ export const optionsModule: PluginModule = {
       paneId: "options",
       label: "Options",
       description: "Options chain for the selected ticker.",
-      keywords: ["options", "chain", "calls", "puts", "omon"],
+      // Where a put seller picks the strike; OSA owns the exact put-selling phrases and ranks first on them.
+      keywords: ["options", "chain", "calls", "puts", "omon", "cash-secured puts", "selling puts", "short-put strikes", "csp strikes", "wheel strikes"],
       shortcut: "OMON",
       settings: (_symbol, _context, options) => {
         const expiration = readOptionExpiration(options?.values?.expiration);

package/src/plugins/builtin/options/model-spot.ts

@@ -0,0 +1,94 @@
+import { getPublishedUsEquitySession } from "../../../market-data/published-us-sessions";
+import type { OptionsChain, Quote } from "../../../types/financials";
+import { zonedWallClockToUtcMs } from "../../../utils/zoned-date-time";
+import { optionQuoteValuationTime } from "../vol-surface/model";
+
+/**
+ * The underlying price and instant a chain's IV and Greeks are valued at
+ * (docs/research-data.md#greeks-spot-and-time). The chain's quotes and the
+ * spot belong to one moment:
+ *
+ * - when the quote carries the official close of the regular session the
+ *   chain's quotes were taken in (a chain from the close, read before the next
+ *   open or early in it), that close, at the chain's time;
+ * - otherwise the underlying's latest price, at the chain's time once its
+ *   quotes are over an hour old (outside the session) and now while they are
+ *   current.
+ *
+ * So a pre-market print never moves the delta of a chain still quoting the
+ * last close.
+ */
+export interface OptionModelSpot {
+  price: number;
+  /** When the price was observed: the session's close, or the quote's own time. */
+  observedAt: number;
+  /** The instant time to expiry is measured from. */
+  valuationTime: number;
+  /** `close`: the regular session's official close; `last`: the latest price. */
+  basis: "close" | "last";
+  /** The session the latest price is from, when it is not the regular one. */
+  session: "pre-market" | "after hours" | "overnight" | null;
+}
+
+const newYorkDate = new Intl.DateTimeFormat("en-CA", { timeZone: "America/New_York", year: "numeric", month: "2-digit", day: "2-digit" });
+const positive = (value: unknown): value is number => typeof value === "number" && Number.isFinite(value) && value > 0;
+
+function regularCloseTime(exchange: string | undefined, date: string): number {
+  const session = getPublishedUsEquitySession(exchange || "NYSE", date);
+  if (session?.kind === "session" && Number.isFinite(session.close)) return session.close;
+  const [year, month, day] = date.split("-").map(Number) as [number, number, number];
+  return zonedWallClockToUtcMs("America/New_York", year, month, day, 16, 0, 0);
+}
+
+/** The session a quote's price is from when it is not the regular one; null in the regular session or when nothing traded outside it. */
+export function extendedSession(quote: Quote): OptionModelSpot["session"] {
+  if (quote.overnightPrice != null && quote.price === quote.overnightPrice) return "overnight";
+  if (quote.extendedSessionPrint === false) return null;
+  if (quote.marketState === "PRE" || quote.marketState === "PREPRE") return "pre-market";
+  if (quote.marketState === "POST" || quote.marketState === "POSTPOST") return "after hours";
+  return null;
+}
+
+/** The spot the chain is valued at; null without a current underlying price. */
+export function optionModelSpot(
+  quote: Quote | null | undefined,
+  chain: Pick<OptionsChain, "asOf"> | null | undefined,
+  now: number,
+  exchange?: string,
+): OptionModelSpot | null {
+  if (!quote || quote.stale === true || !positive(quote.price)) return null;
+  const chainTime = chain?.asOf ? Date.parse(chain.asOf) : Number.NaN;
+  const chainDate = Number.isFinite(chainTime) ? newYorkDate.format(chainTime) : null;
+  if (chainDate && positive(quote.regularClose) && quote.regularCloseSessionDate === chainDate && chainTime <= now) {
+    return { price: quote.regularClose, observedAt: regularCloseTime(exchange, chainDate), valuationTime: chainTime,
+      basis: "close", session: null };
+  }
+  return { price: quote.price, observedAt: positive(quote.lastUpdated) ? quote.lastUpdated : now,
+    valuationTime: optionQuoteValuationTime(chain ?? {}, now), basis: "last", session: extendedSession(quote) };
+}
+
+const WEEKDAYS = ["Sun", "Mon", "Tue", "Wed", "Thu", "Fri", "Sat"];
+const MONTHS = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"];
+
+/** `Fri 9 Oct` for a calendar date, YYYY-MM-DD. */
+export function formatCalendarDay(date: string): string {
+  const day = new Date(`${date}T00:00:00Z`);
+  return `${WEEKDAYS[day.getUTCDay()]} ${day.getUTCDate()} ${MONTHS[day.getUTCMonth()]}`;
+}
+
+/** `Mon 12 Oct 20:00 UTC`. */
+export function formatSpotTime(time: number): string {
+  const date = new Date(time);
+  return `${WEEKDAYS[date.getUTCDay()]} ${date.getUTCDate()} ${MONTHS[date.getUTCMonth()]} ${date.toISOString().slice(11, 16)} UTC`;
+}
+
+/** How a footer names the spot: `close Mon 12 Oct 20:00 UTC`, `pre-market Tue 13 Oct 12:21 UTC`, `last Tue 13 Oct 14:05 UTC`. */
+export function modelSpotLabel(spot: Pick<OptionModelSpot, "basis" | "session" | "observedAt">): string {
+  const word = spot.basis === "close" ? "close" : spot.session ?? "last";
+  return `${word} ${formatSpotTime(spot.observedAt)}`;
+}
+
+/** A price to the cent, or to the tick it was quoted at below a dollar. */
+export function formatModelSpotPrice(price: number): string {
+  return price.toLocaleString("en-US", { minimumFractionDigits: 2, maximumFractionDigits: price < 1 ? 4 : 2, useGrouping: false });
+}

package/src/plugins/builtin/options/open-interest-as-of.ts

@@ -0,0 +1,74 @@
+import type { OptionsChain } from "../../../types/financials";
+import { formatCalendarDay } from "./model-spot";
+import { loadOpenInterest, type OpenInterestPayload, type OptionsPositioningApi } from "../options-positioning/client";
+
+/**
+ * The session a chain's open interest is counted at
+ * (docs/research-data.md#greeks-spot-and-time). Gloom Cloud states it on the
+ * chain (`openInterestAsOf`). A chain that does not say, from an older server,
+ * borrows OPX's listed date, the session whose close its counts are, only when
+ * the chain's counts are OPX's: every contract with a count in both agrees.
+ * Otherwise the date is not stated.
+ */
+export interface OpenInterestAsOf {
+  /** The session the chain's counts are as of, YYYY-MM-DD; null when it cannot be established. */
+  date: string | null;
+  /** The session OPX's counts are as of. */
+  listedDate: string | null;
+  /** Contracts with a count in both the chain and OPX's listing. */
+  compared: number;
+  /** Of those, the ones whose counts agree. */
+  matched: number;
+}
+
+/**
+ * The date the chain states for its counts: a session, or null when none of
+ * its counts is dated. Undefined when the chain does not say, and only then is
+ * OPX's listing compared.
+ */
+export function statedOpenInterestAsOf(chain: Pick<OptionsChain, "openInterestAsOf">): OpenInterestAsOf | undefined {
+  const stated = chain.openInterestAsOf;
+  if (stated !== null && (typeof stated !== "string" || !/^\d{4}-\d{2}-\d{2}$/.test(stated))) return undefined;
+  return { date: stated, listedDate: null, compared: 0, matched: 0 };
+}
+
+export function chainOpenInterestAsOf(
+  chain: Pick<OptionsChain, "calls" | "puts">,
+  listed: Pick<OpenInterestPayload, "oiDate" | "strikes">,
+): OpenInterestAsOf {
+  const byStrike = new Map(listed.strikes.map((row) => [row.strike, row]));
+  let compared = 0;
+  let matched = 0;
+  for (const [side, contracts] of [["callOI", chain.calls], ["putOI", chain.puts]] as const) {
+    for (const contract of contracts) {
+      const count = byStrike.get(contract.strike)?.[side];
+      if (contract.openInterest == null || count == null) continue;
+      compared += 1;
+      if (count === contract.openInterest) matched += 1;
+    }
+  }
+  return { date: listed.oiDate && compared > 0 && matched === compared ? listed.oiDate : null,
+    listedDate: listed.oiDate, compared, matched };
+}
+
+/** How long a chain waits for OPX's listing before it leaves the open-interest date unstated. */
+const LISTED_TIMEOUT_MS = 8_000;
+
+/** OPX's listed open interest for one expiry; null when it cannot be read in time or names another expiry. */
+export async function loadListedOpenInterest(
+  symbol: string,
+  expiry: string,
+  options: { signal?: AbortSignal; api?: OptionsPositioningApi } = {},
+): Promise<OpenInterestPayload | null> {
+  try {
+    const listed = await loadOpenInterest(symbol, expiry, { signal: options.signal ?? AbortSignal.timeout(LISTED_TIMEOUT_MS) }, options.api);
+    return listed.expiry === expiry ? listed : null;
+  } catch {
+    return null;
+  }
+}
+
+/** `OI as of Fri 9 Oct`, or `OI date not published` when the date cannot be established. */
+export function openInterestAsOfLabel(asOf: Pick<OpenInterestAsOf, "date"> | null): string {
+  return asOf?.date ? `OI as of ${formatCalendarDay(asOf.date)}` : "OI date not published";
+}