gloomberb 0.17.1 → 0.17.2

package/src/plugins/builtin/chart-composer/presets.ts

@@ -7,13 +7,17 @@ import {
 import type { ChartResolution, TimeRange } from "../../../components/chart/core/types";
 import { MAX_CHART_COMPOSER_SERIES } from "./chart-spec";
 import { buildCustomSeries, buildSeriesSpec, panelsForSeries } from "./chart-spec-edit";
+import { currencyPairSpelling } from "../../../utils/currency-pair";
+import { dashedCoinPair } from "../../../utils/crypto-pair";
 import {
   CHART_FIELD_IDS,
   normalizeInstrument,
   parseChartExpression,
+  parseSeriesExpression,
   resolveChartFieldAlias,
+  type ParsedSeriesExpression,
 } from "./series-expression";
-import { setBuiltinStudies } from "./studies";
+import { setBuiltinStudies, setPairStudies, type PairStudySelection } from "./studies";
 
 function chartSpec(
   series: ChartSeriesSpec[],
@@ -33,7 +37,35 @@ export function buildEmptyChartPreset(): ChartSpec {
   return chartSpec([]);
 }
 
+/**
+ * `GAA/VOO`, `GAA / VOO`, and `CL=F - ES=F` are a ratio or a spread of two series.
+ * A slash that is the symbol stays one series (`EUR/USD`, `BTC/USD`), and so does
+ * a field written with a slash (`AAPL:EV/EBITDA`). A comma-separated list stays a list.
+ */
+function derivedPair(expression: string): { series: ParsedSeriesExpression[]; formula: PairStudySelection } | null {
+  const trimmed = expression.trim();
+  if (!trimmed || /[;,\n]/.test(trimmed)) return null;
+  const spaced = /^(.*?)\s+(\/|-)\s+(.*)$/.exec(trimmed);
+  if (spaced) {
+    const left = parseSeriesExpression(spaced[1]!);
+    const right = parseSeriesExpression(spaced[3]!);
+    if (!left || !right) return null;
+    return { series: [left, right], formula: spaced[2] === "/" ? "ratio" : "spread" };
+  }
+  const tight = /^([^/\s]+)\/([^/\s]+)$/.exec(trimmed);
+  if (!tight) return null;
+  const [leftToken, rightToken] = [tight[1]!, tight[2]!];
+  const quote = rightToken.split(":")[0]!;
+  if (currencyPairSpelling(`${leftToken}/${quote}`) || dashedCoinPair(`${leftToken}/${quote}`)) return null;
+  const left = parseSeriesExpression(leftToken);
+  const right = parseSeriesExpression(rightToken);
+  if (!left || !right) return null;
+  return { series: [left, right], formula: "ratio" };
+}
+
 export function buildCustomChartPreset(expression: string, fallbackSymbol?: string | null): ChartSpec {
+  const derived = derivedPair(expression);
+  if (derived) return setPairStudies(chartSpec(buildCustomSeries(derived.series)), [derived.formula]);
   const parsed = parseChartExpression(expression);
   if (parsed.length === 0) return fallbackSymbol ? buildPriceChartPreset(fallbackSymbol) : buildEmptyChartPreset();
   return chartSpec(buildCustomSeries(parsed));

package/src/plugins/builtin/chat/channel-labels.ts

@@ -1,8 +1,8 @@
 import type { ChatChannel } from "../../../api-client";
 import { t } from "../../../i18n";
 import { normalizeChannelId } from "./controller/state";
-import { teamPrefix } from "../cloud/team/model";
-import { teamStore } from "../cloud/team/store";
+import { teamPrefix } from "../../../team/model";
+import { teamStore } from "../../../team/store";
 
 /** `MD·` for a team channel, empty otherwise. Team markers never depend on color. */
 function teamChannelPrefix(channel: ChatChannel | undefined, fallbackId: string): string {

package/src/plugins/builtin/chat/content/channel-navigation.ts

@@ -2,7 +2,7 @@ import { useCallback, useEffect, useMemo, useRef, useState, useSyncExternalStore
 import type { MutableRefObject } from "react";
 import type { ChatChannel } from "../../../../api-client";
 import { useThrottledCommitValue } from "../../../../react/use-throttled-commit-value";
-import { teamStore } from "../../cloud/team/store";
+import { teamStore } from "../../../../team/store";
 import { chatSidebarStore } from "../sidebar-store";
 import {
   buildChatSidebarRows,

package/src/plugins/builtin/chat/content/index.tsx

@@ -55,10 +55,10 @@ import {
 import type { ChatUserAnchor, ChatUserContextMenuEvent } from "../message/types";
 import type { ContextMenuItem } from "../../../../types/context-menu";
 import { usePluginAppActions } from "../../../runtime";
-import { openTeamPane } from "../../cloud/team/pane-request";
+import { openTeamPane } from "../../../../team/pane-request";
 import { openChatPaneLink } from "../pane-links/open";
 import type { ChatMessagePaneLink } from "../pane-links/model";
-import { teamStore } from "../../cloud/team/store";
+import { teamStore } from "../../../../team/store";
 import { requestAccountManagementTab } from "../../account-management/navigation";
 import {
   CHAT_MESSAGE_EDIT_WINDOW_MS,

package/src/plugins/builtin/chat/conversations.ts

@@ -1,5 +1,5 @@
 import type { ChatChannel, ChatUserSummary } from "../../../api-client";
-import { teamStore } from "../cloud/team/store";
+import { teamStore } from "../../../team/store";
 import { formatChatPaneTitle } from "./channel-labels";
 
 /** What the chat controller holds about one conversation, read without a request. */

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

@@ -1,6 +1,6 @@
 import type { PluginModule } from "../plugin-module";
-import { teamChannelId } from "../cloud/team/model";
-import { teamStore } from "../cloud/team/store";
+import { teamChannelId } from "../../../team/model";
+import { teamStore } from "../../../team/store";
 import { formatChatPaneTitle } from "./channel-labels";
 import {
   DEFAULT_CHAT_CHANNEL_ID,

package/src/plugins/builtin/chat/share/flow.tsx

@@ -2,7 +2,7 @@ import { apiClient } from "../../../../api-client";
 import { pngDataUrl } from "../../../../shares/pane-image";
 import { registerPaneChatSharing } from "../../../../shares/chat";
 import type { GloomPluginContext } from "../../../../types/plugin";
-import { requestAuthDialog } from "../../cloud/auth-dialog";
+import { requestAuthDialog } from "../../../../account/auth-dialog";
 import { MAX_CHAT_IMAGE_BYTES } from "../attachments/model";
 import { LAST_VISITED_CHAT_CHANNEL_KEY } from "../channels";
 import { chatController } from "../controller";

package/src/plugins/builtin/chat/sidebar-rows.ts

@@ -1,5 +1,5 @@
 import type { ChatChannel, TeamSummary } from "../../../api-client";
-import { sortTeamChannels } from "../cloud/team/model";
+import { sortTeamChannels } from "../../../team/model";
 import type { ChatSidebarSection } from "./sidebar-store";
 
 interface SidebarHeaderBase {

package/src/plugins/builtin/chat/sidebar.tsx

@@ -14,8 +14,8 @@ import { blendHex, colors } from "../../../theme/colors";
 import { t } from "../../../i18n";
 import type { ChatChannel } from "../../../api-client";
 import { truncateWithEllipsis } from "../../../utils/text-wrap";
-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 type { ChatController } from "./controller";
 import { chatSidebarStore } from "./sidebar-store";
 import { buildChatSidebarRows } from "./sidebar-rows";

package/src/plugins/builtin/chat/unread-inbox-pane.tsx

@@ -29,8 +29,8 @@ import { displayWidth, truncateToDisplayWidth } from "../../../utils/format";
 import { usePluginAppActions, usePluginPaneState } from "../../runtime";
 import { requestPriceAlertFocus } from "../alerts/focus";
 import { SignInWall } from "../cloud/auth-actions";
-import { openTeamPane } from "../cloud/team/pane-request";
-import { teamStore } from "../cloud/team/store";
+import { openTeamPane } from "../../../team/pane-request";
+import { teamStore } from "../../../team/store";
 import { chatController, type ChatController } from "./controller";
 import { applyUnreadInboxItemToConfig } from "./pane-state";
 import { buildUnreadListRows, type UnreadInboxItem, type UnreadListRow } from "./unread-inbox";

package/src/plugins/builtin/cloud/auth-actions.tsx

@@ -16,7 +16,7 @@ import { usePluginAppActions } from "../../runtime";
 import { colors } from "../../../theme/colors";
 import { t, tf } from "../../../i18n";
 import { useCloudPlanAction, useCloudUpgradeAction } from "../shared/cloud-upgrade";
-import { requestAuthDialog } from "./auth-dialog";
+import { requestAuthDialog } from "../../../account/auth-dialog";
 import type { AccountMode } from "../../../account/auth-model";
 import { recordWallCtaClicked } from "../../../api-client/research-activity";
 import { WallTeaser } from "../shared/wall-teaser";

package/src/plugins/builtin/cloud/auth-commands.ts

@@ -1,7 +1,7 @@
 import type { GloomPluginContext } from "../../../types/plugin";
 import { apiClient } from "../../../api-client";
 import { chatController } from "../chat/controller";
-import { requestAuthDialog } from "./auth-dialog";
+import { requestAuthDialog } from "../../../account/auth-dialog";
 import { requestDeviceSignInDialog } from "../../../account/device-signin-dialog";
 
 export function registerCloudAuthCommands(ctx: GloomPluginContext): void {

package/src/plugins/builtin/cloud/mcp-connect/dialog.tsx

@@ -27,7 +27,7 @@ import { Box, Text, TextAttributes, useRendererHost, useUiCapabilities } from ".
 import { useDialog, useDialogKeyboard, type DialogApi, type PromptContext } from "../../../../ui/dialog";
 import { isPlainKey } from "../../../../utils/keyboard";
 import { useCloudUpgradeAction } from "../../shared/cloud-upgrade";
-import { requestAuthDialog } from "../auth-dialog";
+import { requestAuthDialog } from "../../../../account/auth-dialog";
 import {
   currentMcpEndpointUrl,
   MCP_CLIENTS,

package/src/plugins/builtin/cloud/team/acm-tab.tsx

@@ -6,9 +6,9 @@ import { colors } from "../../../../theme/colors";
 import { Box, Text } from "../../../../ui";
 import { isPlainKey } from "../../../../utils/keyboard";
 import { usePluginAppActions } from "../../../runtime";
-import { describeTeam, teamAccentHex, teamLabel, userHandle } from "./model";
-import { openTeamPane } from "./pane-request";
-import { teamStore } from "./store";
+import { describeTeam, teamAccentHex, teamLabel, userHandle } from "../../../../team/model";
+import { openTeamPane } from "../../../../team/pane-request";
+import { teamStore } from "../../../../team/store";
 
 const NEW_TEAM_ID = "__new__";
 

package/src/plugins/builtin/cloud/team/capability.ts

@@ -1,6 +1,6 @@
 import type { PluginCapability } from "../../../../capabilities";
-import { teamAccentHex } from "./model";
-import { teamStore, type TeamStoreSnapshot } from "./store";
+import { teamAccentHex } from "../../../../team/model";
+import { teamStore, type TeamStoreSnapshot } from "../../../../team/store";
 
 const CLOUD_TEAM_CAPABILITY_ID = "cloud.team";
 

package/src/plugins/builtin/cloud/team/command.ts

@@ -1,6 +1,6 @@
 import { apiClient } from "../../../../api-client";
 import type { CommandResultDef, GloomPluginContext } from "../../../../types/plugin";
-import { requestAuthDialog } from "../auth-dialog";
+import { requestAuthDialog } from "../../../../account/auth-dialog";
 import {
   canInviteToTeam,
   canManageTeam,
@@ -9,9 +9,9 @@ import {
   teamChannelId,
   teamLabel,
   userHandle,
-} from "./model";
-import { openTeamPane, type TeamPaneSection } from "./pane-request";
-import { teamStore } from "./store";
+} from "../../../../team/model";
+import { openTeamPane, type TeamPaneSection } from "../../../../team/pane-request";
+import { teamStore } from "../../../../team/store";
 
 const TEAM_SUBCOMMAND = /^(invite|new|settings|members|channels|leave|focus|chat)\b\s*(.*)$/i;
 

package/src/plugins/builtin/cloud/team/module.tsx

@@ -2,11 +2,11 @@ import type { PluginModule } from "../../plugin-module";
 import { chatController } from "../../chat/controller";
 import { createCloudTeamCapability } from "./capability";
 import { registerTeamCommands } from "./command";
-import { teamChannelId } from "./model";
+import { teamChannelId } from "../../../../team/model";
 import { TeamPane } from "./pane";
-import { TEAM_PANE_ID, TEAM_PANE_TEMPLATE_ID, openTeamPane } from "./pane-request";
+import { TEAM_PANE_ID, TEAM_PANE_TEMPLATE_ID, openTeamPane } from "../../../../team/pane-request";
 import { TeamStatusWidget } from "./status-widget";
-import { teamStore } from "./store";
+import { teamStore } from "../../../../team/store";
 import { installTeamStateHost } from "./team-state-host";
 import { createCloudViewsCapability, teamViewsStore } from "./views";
 

package/src/plugins/builtin/cloud/team/pane-model.ts

@@ -10,8 +10,8 @@ import {
   deriveTeamShortName,
   normalizeTeamShortName,
   teamChannelId,
-} from "./model";
-import type { TeamPaneSection } from "./pane-request";
+} from "../../../../team/model";
+import type { TeamPaneSection } from "../../../../team/pane-request";
 
 export const TEAM_PANE_SECTIONS: readonly { value: TeamPaneSection; label: string }[] = [
   { value: "members", label: "Members" },

package/src/plugins/builtin/cloud/team/pane-sections.tsx

@@ -19,7 +19,7 @@ import {
   teamChannelId,
   teamPrefix,
   userHandle,
-} from "./model";
+} from "../../../../team/model";
 import {
   draftProblem,
   setDraftName,

package/src/plugins/builtin/cloud/team/pane-ui.tsx

@@ -3,7 +3,7 @@ import type { TeamAccentColor } from "../../../../api-client";
 import { Badge, Button, Checkbox, FieldLabel, SectionHeading, TextField, type ButtonVariant } from "../../../../components";
 import { colors } from "../../../../theme/colors";
 import { Box, Span, Text, TextAttributes, type BoxRenderable } from "../../../../ui";
-import { TEAM_ACCENT_COLORS, teamAccentHex, teamPrefix } from "./model";
+import { TEAM_ACCENT_COLORS, teamAccentHex, teamPrefix } from "../../../../team/model";
 
 /**
  * Every control in the pane registers under a field id. The pane keeps one

package/src/plugins/builtin/cloud/team/pane.tsx

@@ -41,7 +41,7 @@ import {
   teamIdFromChannelId,
   teamPrefix,
   userHandle,
-} from "./model";
+} from "../../../../team/model";
 import {
   TEAM_PANE_SECTIONS,
   cycleAccent,
@@ -61,7 +61,7 @@ import {
   subscribeRequestedTeamPaneView,
   type TeamPaneSection,
   type TeamPaneView,
-} from "./pane-request";
+} from "../../../../team/pane-request";
 import {
   ChannelsSection,
   CreateTeamForm,
@@ -70,7 +70,7 @@ import {
   SettingsSection,
 } from "./pane-sections";
 import { Muted, PaneButton, TeamPaneFocusContext, type TeamPaneFocus } from "./pane-ui";
-import { teamStore } from "./store";
+import { teamStore } from "../../../../team/store";
 
 type Message = { tone: "info" | "success" | "error"; text: string } | null;
 

package/src/plugins/builtin/cloud/team/status-widget.tsx

@@ -4,9 +4,9 @@ import { colors } from "../../../../theme/colors";
 import { Box, Span, Text, TextAttributes, useCommandBarShortcut } from "../../../../ui";
 import { usePluginAppActions } from "../../../runtime";
 import { chatController } from "../../chat/controller";
-import { countTeamUpdates, teamAccentHex, teamIdFromChannelId } from "./model";
-import { openTeamPane } from "./pane-request";
-import { teamStore } from "./store";
+import { countTeamUpdates, teamAccentHex, teamIdFromChannelId } from "../../../../team/model";
+import { openTeamPane } from "../../../../team/pane-request";
+import { teamStore } from "../../../../team/store";
 
 /**
  * One chip per team in the status bar, in the team's accent, with the unread

package/src/plugins/builtin/cloud/team/team-state-host.ts

@@ -1,6 +1,6 @@
 import { apiClient, type TeamPluginStateEntry, type TeamPluginStateEvent } from "../../../../api-client";
 import { setTeamStateHost, type TeamStateHost } from "../../../team-state";
-import { teamStore } from "./store";
+import { teamStore } from "../../../../team/store";
 
 type Listener = (entry: { value: unknown; revision: number; updatedBy: string; updatedAt: string } | null) => void
 

package/src/plugins/builtin/cloud/team/views.ts

@@ -8,8 +8,8 @@ import {
   setViewRefResolver,
   type ViewSpec,
 } from "../../custom-view";
-import { teamPrefix } from "./model";
-import { teamStore } from "./store";
+import { teamPrefix } from "../../../../team/model";
+import { teamStore } from "../../../../team/store";
 
 const CLOUD_VIEWS_CAPABILITY_ID = "cloud.views";
 

package/src/plugins/builtin/cloud/thesis/board-pane.tsx

@@ -24,7 +24,7 @@ import { usePluginAppActions } from "../../../runtime";
 import { SignInWall } from "../auth-actions";
 import { useCloudUpgradeAction } from "../../shared/cloud-upgrade";
 import { usePlanAccess } from "../../../../api-client/plan-access";
-import { teamStore } from "../team/store";
+import { teamStore } from "../../../../team/store";
 import { ThesisDetail } from "./detail";
 import { useBookExposure } from "./exposure";
 import * as flows from "./flows";

package/src/plugins/builtin/cloud/thesis/detail.tsx

@@ -10,7 +10,7 @@ import { isPlainKey } from "../../../../utils/keyboard";
 import { usePluginAppActions } from "../../../runtime";
 import { useCloudUpgradeAction } from "../../shared/cloud-upgrade";
 import { usePlanAccess } from "../../../../api-client/plan-access";
-import { teamStore } from "../team/store";
+import { teamStore } from "../../../../team/store";
 import * as flows from "./flows";
 import {
   catalystState,

package/src/plugins/builtin/cloud/thesis/ticker-tab.tsx

@@ -10,7 +10,7 @@ import { usePluginAppActions, usePluginPaneState } from "../../../runtime";
 import { SignInWall } from "../auth-actions";
 import { useCloudUpgradeAction } from "../../shared/cloud-upgrade";
 import { usePlanAccess } from "../../../../api-client/plan-access";
-import { teamStore } from "../team/store";
+import { teamStore } from "../../../../team/store";
 import { ThesisDetail } from "./detail";
 import * as flows from "./flows";
 import { thesesCovering } from "./model";

package/src/plugins/builtin/cloud/upgrade-command.ts

@@ -3,7 +3,7 @@ import type { GloomPluginContext } from "../../../types/plugin";
 import { requestAccountManagementTab } from "../account-management/navigation";
 import { openCloudUpgradeUrl } from "../shared/cloud-upgrade";
 import { resolvePlanAccess } from "../../../api-client/plan-access";
-import { requestAuthDialog } from "./auth-dialog";
+import { requestAuthDialog } from "../../../account/auth-dialog";
 
 export function registerCloudUpgradeCommand(ctx: GloomPluginContext): void {
   ctx.registerCommand({

package/src/plugins/builtin/custom-view/pane.tsx

@@ -4,8 +4,8 @@ import { DataTableView } from "../../../components/data-table/view";
 import { ChoiceDialog } from "../../../components/ui/choice-dialog";
 import { useDialog, type PromptContext } from "../../../ui/dialog";
 import { getSharedRegistry } from "../../registry";
-import { teamPrefix } from "../cloud/team/model";
-import { teamStore } from "../cloud/team/store";
+import { teamPrefix } from "../../../team/model";
+import { teamStore } from "../../../team/store";
 import { teamViewsStore } from "../cloud/team/views";
 import { setPaneSettings } from "../../../pane-settings";
 import { customViewInstanceSettings } from "./index";

package/src/plugins/builtin/dividend-yield/headless.ts

@@ -55,6 +55,12 @@ function dateEntry(label: string, date: Date | null) {
   return { label, value: date, formatted: date ? date.toISOString().slice(0, 10) : "—" };
 }
 
+/** The next pay date, when it is the one stated beside the ex-date the forward rate is dated by. */
+function forwardPayDate(metrics: DividendData["metrics"]): Date | null {
+  const exDate = metrics.nextExDividendDate?.toISOString().slice(0, 10);
+  return exDate != null && exDate === metrics.forwardRateAsOf ? metrics.nextPayDate : null;
+}
+
 function matchesType(payment: DividendPayment, type: string): boolean {
   return type === "all" || payment.type === type;
 }
@@ -95,7 +101,7 @@ export function projectDividendYieldHeadless(
             : "Reference price time unavailable; cash yield may be out of date." }] : []),
           { label: "Trailing yield", value: metrics.trailingYield, formatted: formatDividendYield(metrics.trailingYield) },
           { label: "Forward yield", value: metrics.forwardYield, formatted: metrics.forwardYield == null ? formatDividendYield(null)
-            : `${formatDividendYield(metrics.forwardYield)} (${forwardDividendBasis(metrics.forwardRateAsOf)})` },
+            : `${formatDividendYield(metrics.forwardYield)} (${forwardDividendBasis(metrics.forwardRateAsOf, { payDate: forwardPayDate(metrics) })})` },
           { label: "Trailing rate", value: metrics.trailingRate, formatted: currency ? formatDistributionAmount(metrics.trailingRate ?? undefined, currency) : "—" },
           { label: "Forward rate", value: metrics.forwardRate, formatted: currency ? formatDistributionAmount(metrics.forwardRate ?? undefined, currency) : "—" },
           { label: "Earnings Payout", value: metrics.payoutRatio, formatted: formatDividendYield(metrics.payoutRatio) },
@@ -132,7 +138,7 @@ export function projectDividendYieldHeadless(
       limitations: data.notes ?? [],
       yieldMethod: "Cash distributions with ex-dates in the preceding 12 months, one payment per period for a regular cadence, divided by the reference share price; excludes reinvestment and is not SEC yield or total return.",
       forwardRateAsOf: metrics.forwardRateAsOf,
-      forwardRateMethod: "Indicated annual cash rate, the one fundamentals use: the latest regular distribution annualized, dated by its ex-date (forwardRateAsOf). Only when its currency units are comparable with the share price.",
+      forwardRateMethod: "Indicated annual cash rate, the one fundamentals use: the latest regular distribution annualized, or once the next one is declared that one, dated by its ex-date (forwardRateAsOf; a date still ahead is the declared distribution's). Only when its currency units are comparable with the share price.",
       paymentFrequencyMethod: "Cadence inferred from ex-dates in the last two years, unavailable when no cash was reported in the last year; not an announced payment schedule.",
     },
   };

package/src/plugins/builtin/dividend-yield/pane.tsx

@@ -22,6 +22,7 @@ import { colors, priceColor } from "../../../theme/colors";
 import { TextAttributes, useUiCapabilities } from "../../../ui";
 import { displayWidth, formatCurrency, formatDistributionAmount, formatPercentRaw } from "../../../utils/format";
 import { resolveCurrencyUnit } from "../../../utils/currency-units";
+import { forwardDividendNote } from "../../../utils/forward-dividend";
 import { nextHeaderSort } from "../../../utils/sort-values";
 import { handleRefreshKey, loadingErrorFooterInfo } from "../../../components/data-table/table-pane";
 import { SignInWall } from "../cloud/auth-actions";
@@ -76,11 +77,12 @@ function buildMetricItems(metrics: DividendMetrics, currency: string, hasHistory
   const exDate: StatItem[] = metrics.nextExDividendDate
     ? [{ id: "next-ex", label: "Next ex", value: formatDate(metrics.nextExDividendDate) }]
     : hasHistory ? [] : [{ id: "last-ex", label: "Last ex", value: formatDate(metrics.lastExDividendDate) }];
+  const forwardNote = metrics.forwardYield != null ? forwardDividendNote(metrics.forwardRateAsOf) : null;
   return [
     { id: "ttm-yield", label: short ? "TTM yld" : "TTM yield", value: formatDividendYield(metrics.trailingYield), color: priceColor(metrics.trailingYield ?? 0) },
-    // Dated by the distribution it annualizes; docs/research-data.md says how it is built.
+    // Dated by the distribution it annualizes, or marked declared beside the next ex-date; docs/research-data.md says how it is built.
     { id: "forward-yield", label: short ? "Fwd yld" : "Fwd yield", value: formatDividendYield(metrics.forwardYield), color: priceColor(metrics.forwardYield ?? 0),
-      ...(metrics.forwardYield != null && metrics.forwardRateAsOf ? { detail: `as of ${metrics.forwardRateAsOf}` } : {}) },
+      ...(forwardNote ? { detail: forwardNote } : {}) },
     { id: "ttm-rate", label: short ? "TTM/sh" : "TTM/share", value: formatRate(metrics.trailingRate, currency) },
     { id: "forward-rate", label: short ? "Fwd/sh" : "Fwd/share", value: formatRate(metrics.forwardRate, currency) },
     { id: "growth-1y", label: short ? "1Y chg" : "1Y growth", value: formatGrowth(metrics.growth1Y), color: priceColor(metrics.growth1Y ?? 0) },

package/src/plugins/builtin/docs/blocks.tsx

@@ -6,6 +6,7 @@
  */
 import { useState } from "react";
 import { ActionRow, MarkdownText, RemoteImage, usePaneLinkMenuEntry } from "../../../components";
+import { READER_HEADING_STYLE } from "../../../components/reader/reader-text";
 import type { DocsBlock } from "../../../docs/content";
 import { tf } from "../../../i18n";
 import { isDarkTheme } from "../../../theme/themes";
@@ -25,6 +26,9 @@ const CALLOUT_LABELS: Record<string, string> = {
   example: "Example",
 };
 
+/** The reader's section heading size; the space around it is the blocks' own. */
+const SECTION_HEADING_STYLE = { fontSize: READER_HEADING_STYLE.fontSize, lineHeight: READER_HEADING_STYLE.lineHeight } as const;
+
 const LINK_PATTERN = /\[([^\]]+)\]\(([^)\s]+)\)/g;
 
 /** Inline links of a block, for the pane menu: the terminal cannot press a word. */
@@ -122,9 +126,16 @@ function Block({ block, width, onOpenLink }: { block: DocsBlock; width: number;
     case "paragraph":
       return <MarkdownText text={block.text.replace(/\n/g, " ")} lineWidth={width} onOpenLink={onOpenLink} />;
     case "heading":
-      // A section reads bright; a step inside it, in the text colour.
+      // A section reads bright and, on the desktop and the web, a step larger, as in every reader; a step inside it, in the text colour.
       return (
-        <Text fg={block.level === 2 ? colors.textBright : colors.text} attributes={TextAttributes.BOLD} wrapText selectable width={nativePaneChrome ? "100%" : width}>
+        <Text
+          fg={block.level === 2 ? colors.textBright : colors.text}
+          attributes={TextAttributes.BOLD}
+          wrapText
+          selectable
+          width={nativePaneChrome ? "100%" : width}
+          style={nativePaneChrome && block.level === 2 ? SECTION_HEADING_STYLE : undefined}
+        >
           {block.text.replace(/[*`]/g, "")}
         </Text>
       );

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

@@ -54,6 +54,7 @@ import type { PaneProps } from "../../../types/plugin";
 import { Box, Text, TextAttributes, useRendererHost, useUiCapabilities, type ScrollBoxRenderable } from "../../../ui";
 import { usePluginAppActions, usePluginPaneState } from "../../runtime";
 import { badgeCell } from "../help/table-cells";
+import { READER_COLUMN_FONT } from "../../../components/reader/reader-text";
 import { DocsBlocks } from "./blocks";
 import { useDocsFeed, useDocsLesson } from "./use-docs";
 
@@ -73,12 +74,12 @@ const STACK_LIMIT = 30;
 /** Prose reads best at about seventy columns, however wide the pane. */
 const MEASURE = 72;
 /**
- * On the desktop and the web the text reads a size up from the table text,
- * with more air between lines, at most 69 characters of it to the line (as
- * wide as a screenshot of the measure): the column fills a narrower pane and
- * stops there in a wider one.
+ * On the desktop and the web the text reads at the reader's body size, a step
+ * up from the table text, with more air between lines, at most 69 characters
+ * of it to the line (as wide as a screenshot of the measure): the column fills
+ * a narrower pane and stops there in a wider one.
  */
-const READING_STYLE = { fontSize: "1.1667em", "--cell-h": "1.7em", maxWidth: "69ch" } as const;
+const READING_STYLE = { fontSize: READER_COLUMN_FONT, "--cell-h": "1.7em", maxWidth: "69ch" } as const;
 /** The terminal wraps at `width` columns; the desktop and the web at the reading column's own width. */
 function useTextWidth(width: number): number | "100%" {
   return useUiCapabilities().nativePaneChrome ? "100%" : width;

package/src/plugins/builtin/earnings/board-model.ts

@@ -1,7 +1,9 @@
 import type { EarningsCalendarReport, EarningsTiming } from "../../../api-client/earnings";
 import { getPublishedUsEquityCalendarDay } from "../../../market-data/published-us-sessions";
 import type { EarningsEvent } from "../../../types/data-provider";
+import type { EarningsDateStatus, EarningsEpsBasis } from "../../../types/financials";
 import type { TickerRecord } from "../../../types/ticker";
+import { dateStatusFromEstimateFlag, earningsDateStatus, earningsEpsBasis } from "../shared/earnings-report";
 import { coherentEarningsValue } from "./estimate-basis";
 import { shortDate, weekday } from "./format";
 
@@ -16,9 +18,15 @@ export interface BoardReport {
   timing: EarningsTiming | null;
   /** Timing taken from the company's last reports, not announced yet. */
   expectedTiming: boolean;
+  /** Whether the date is out, announced or projected; null when the source does not say. */
+  dateStatus: EarningsDateStatus | null;
   marketCap: number | null;
   epsEstimate: number | null;
+  /** Analysts behind `epsEstimate`. */
+  epsAnalysts: number | null;
   epsActual: number | null;
+  /** Null when the reported figure's basis cannot be determined. */
+  epsBasis: EarningsEpsBasis | null;
   revenueEstimate: number | null;
   impliedMove: number | null;
   averageMove: number | null;
@@ -120,9 +128,12 @@ export function boardReport(report: EarningsCalendarReport, owned: ReadonlyMap<s
     date: report.date,
     timing: report.timing,
     expectedTiming: report.timingSource === "history",
+    dateStatus: earningsDateStatus(report.dateStatus),
     marketCap: report.marketCap,
     epsEstimate: report.epsEstimate,
+    epsAnalysts: report.epsAnalysts,
     epsActual: report.epsActual,
+    epsBasis: earningsEpsBasis(report.epsBasis),
     revenueEstimate: report.revenueEstimate,
     impliedMove: report.implied?.move ?? null,
     averageMove: report.averageReports >= MIN_AVERAGE_REPORTS ? report.averageMove : null,
@@ -139,6 +150,7 @@ export function fallbackReport(event: EarningsEvent, owned: ReadonlyMap<string,
     const currency = event.estimateBasis?.[field]?.currency;
     return currency && currency !== "USD" ? null : coherentEarningsValue(event, field);
   };
+  const epsEstimate = dollars("epsEstimate");
   return {
     key: `${event.symbol}:${date}`,
     symbol: event.symbol,
@@ -146,9 +158,14 @@ export function fallbackReport(event: EarningsEvent, owned: ReadonlyMap<string,
     date,
     timing,
     expectedTiming: false,
+    dateStatus: dateStatusFromEstimateFlag(event.isDateEstimate),
     marketCap: null,
-    epsEstimate: dollars("epsEstimate"),
+    epsEstimate,
+    // The count belongs to the estimate beside it.
+    epsAnalysts: epsEstimate == null ? null : coherentEarningsValue(event, "epsAnalysts"),
     epsActual: null,
+    // The estimate's basis goes with it.
+    epsBasis: epsEstimate == null ? null : earningsEpsBasis(event.epsBasis),
     revenueEstimate: dollars("revenueEstimate"),
     impliedMove: null,
     averageMove: null,