gloomberb 0.17.2 → 0.17.3

package/src/plugins/builtin/congress-trades/pane.tsx

@@ -104,6 +104,7 @@ export function CongressTradesPane({ focused, width, height, tickerFilter }: Pan
   const [lastLoadedAt, setLastLoadedAt] = useState<number | null>(null);
   const [loadingMore, setLoadingMore] = useState(false);
   const tradeScrollRef = useRef<ScrollBoxRenderable | null>(null);
+  const detailScrollRef = useRef<ScrollBoxRenderable | null>(null);
   const [savedTab, setActiveTab] = usePluginPaneState<CongressTab>(`${statePrefix}activeTab`, "trades");
   const activeTab = tickerFilter ? "trades" : savedTab;
   const [selectedTradeId, setSelectedTradeId] = useDebouncedPluginPaneState<string | null>(`${statePrefix}selectedTradeId`, null);
@@ -382,7 +383,7 @@ export function CongressTradesPane({ focused, width, height, tickerFilter }: Pan
   const detailContent = detailMode?.kind === "ticker" ? (
     <CongressTradesPane focused={focused} width={width} height={height - 3} paneId="congress-ticker" paneType="congress-trades" tickerFilter={detailMode.ticker} />
   ) : detailTrade ? (
-    <TradeDetail trade={detailTrade} width={width} />
+    <TradeDetail trade={detailTrade} width={width} scrollRef={detailScrollRef} />
   ) : detailMember ? (
     <MemberTradesDetail
       focused={focused}
@@ -442,6 +443,7 @@ export function CongressTradesPane({ focused, width, height, tickerFilter }: Pan
             setDetailMode({ kind: "trade", tradeId: trade.id });
           }}
           onRootKeyDown={handleFiltersKey}
+          detailScrollRef={detailScrollRef}
           rootWidth={width}
           rootBefore={filterBar}
           resetScrollKey={`${filterKey}:${mine}`}

package/src/plugins/builtin/correlation/relationship/pane.tsx

@@ -11,6 +11,7 @@ import {
 } from "../../../../components";
 import { StaticScatterChartSurface } from "../../../../components/chart/static";
 import { scalarPoint, staticSeries } from "../../../../components/chart/static/series";
+import { usePaneRefreshKey } from "../../../../components/data-table/table-pane";
 import { useShortcut, type KeyEventLike } from "../../../../react/input";
 import { usePaneInstance } from "../../../../state/app/context";
 import { colors } from "../../../../theme/colors";
@@ -58,13 +59,12 @@ type RelationshipGraphShortcut =
   | "window"
   | "correlation"
   | "regression"
-  | "refresh"
   | { range: RelationshipRange };
 
 /**
  * [t]ime range cycles and 1-6 pick a range, [p]eriod cycles the correlation
  * window, [c]orr and [f]it toggle their panels. The query bar shows all four,
- * so none needs a footer hint. `r` refreshes this pair's history.
+ * so none needs a footer hint. Plain `r` is the pane refresh key.
  */
 function resolveRelationshipGraphShortcut(
   event: Pick<KeyEventLike, "name" | "key" | "ctrl" | "shift" | "alt" | "meta" | "super">,
@@ -73,8 +73,6 @@ function resolveRelationshipGraphShortcut(
 
   const key = (event.name ?? event.key ?? "").toLowerCase();
   switch (key) {
-    case "r":
-      return "refresh";
     case "t":
       return "range";
     case "p":
@@ -232,6 +230,7 @@ export function RelationshipGraphPane({ focused, width, height }: PaneProps) {
     return true;
   }, [alignedDates]);
 
+  usePaneRefreshKey(() => { void reload(); }, { focused });
   useShortcut((event) => {
     if (!focused) return;
     if (isPlainKey(event, "home", "end") && jumpCursor(event.name)) {
@@ -248,9 +247,6 @@ export function RelationshipGraphPane({ focused, width, height }: PaneProps) {
       return;
     }
     switch (shortcut) {
-      case "refresh":
-        void reload();
-        return;
       case "range":
         cycleRange();
         return;

package/src/plugins/builtin/cot/client.ts

@@ -1,7 +1,7 @@
 import { apiClient } from "../../../api-client";
 import type { CotBoardPayload, CotClass, CotClassSummary, CotContractPayload, CotFamily, CotPayloadBase } from "../../../api-client/cot";
 import { createPluginCache } from "../../../data/plugin-cache";
-import { loadCloudResource, unavailableOnServer } from "../shared/cloud-resource";
+import { cachedCloudResource, loadCloudResource, unavailableOnServer } from "../shared/cloud-resource";
 import type { PricePoint } from "../../../types/financials";
 import { COT_CLASSES, cotPriceMapping } from "./model";
 
@@ -67,10 +67,18 @@ export async function fetchCotBoard(family: CotFamily, traderClass: CotClass, cl
   try { return validateCotBoard(await client.getCloudCotBoard(family, traderClass), family, traderClass); }
   catch (error) { throw unavailable(error); }
 }
+const cotBoardKey = (family: CotFamily, traderClass: CotClass) => `${family}:${traderClass}`;
+const presentCotBoard = (payload: CotBoardPayload, stale: boolean, refreshError: string | null) => ({
+  ...payload, gaps: [...payload.gaps, ...(refreshError ? [refreshError] : [])],
+  status: stale && payload.status === "available" ? "partial" as const : payload.status,
+});
+export function cachedCotBoard(family: CotFamily, traderClass: CotClass) {
+  const cached = cachedCloudResource(cotBoardCache, cotBoardKey(family, traderClass), (payload) => validateCotBoard(payload, family, traderClass));
+  return cached ? presentCotBoard(cached.payload, false, null) : null;
+}
 export async function loadCotBoard(family: CotFamily, traderClass: CotClass, force = false) {
-  const { payload, stale, refreshError } = await loadCloudResource(cotBoardCache, `${family}:${traderClass}`, () => fetchCotBoard(family, traderClass), { force });
-  return { ...payload, gaps: [...payload.gaps, ...(refreshError ? [refreshError] : [])],
-    status: stale && payload.status === "available" ? "partial" as const : payload.status };
+  const { payload, stale, refreshError } = await loadCloudResource(cotBoardCache, cotBoardKey(family, traderClass), () => fetchCotBoard(family, traderClass), { force });
+  return presentCotBoard(payload, stale, refreshError);
 }
 export async function fetchCotContract(contractCode: string, family: CotFamily, client: Pick<typeof apiClient, "getCloudCotContract"> = apiClient) {
   try { return validateCotContract(await client.getCloudCotContract(contractCode, family), family, contractCode); }

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

@@ -12,7 +12,7 @@ import { Box } from "../../../ui";
 import { useAutoRefresh } from "../../../react/auto-refresh";
 import { compareSortValues, nextHeaderSort, type SortPreference } from "../../../utils/sort-values";
 import { useResearchCloudSession } from "../shared/research-cloud-session";
-import { loadCotBoard, loadCotDetail } from "./client";
+import { cachedCotBoard, loadCotBoard, loadCotDetail } from "./client";
 import { COT_CLASSES, COT_MAJOR_CODES, COT_SCOPES, cotChartSeries, cotClass, cotInteger, cotLegendValue, cotMarketName, cotScope, type CotScope } from "./model";
 
 const FAMILIES = [{ value: "legacy", label: "Legacy" }, { value: "disaggregated", label: "Disaggregated" }];
@@ -69,7 +69,7 @@ function CotBoard({ width, height, focused, family, initialCode }: PaneProps & {
   const control = useRef<SelectControl>(null);
   const scopeControl = useRef<SelectControl>(null);
   const loader = useCallback((force: boolean) => loadCotBoard(family, traderClass, force), [family, traderClass, session.requestKey]);
-  const resource = useAsyncResource(loader, { clearOnError: isAccessDenied });
+  const resource = useAsyncResource(loader, { initialData: () => cachedCotBoard(family, traderClass), clearOnError: isAccessDenied });
   const data = resource.data?.traderClass === traderClass ? resource.data : null;
   const rows = useMemo(() => {
     // A typed query searches every market; the scope only shapes the unsearched board.

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

@@ -105,9 +105,13 @@ function buildCryptoRow(
     : isFiniteNumber(asset.circulatingSupply) && asset.circulatingSupply > 0 ? asset.circulatingSupply * price : null;
   const start = asset.history ? Date.parse(`${asset.history.start}T00:00:00Z`) : 0;
   const closes = completedCloses(asset);
-  const history: PricePoint[] = closes.length
-    ? [...closes, { date: new Date(Math.max(now, start + closes.length * DAY_MS)), close: price }]
-    : closes;
+  const prior = rowsByAsset.get(asset)?.row.history;
+  const tail = prior && prior.length === closes.length + 1 ? prior.at(-1) : undefined;
+  const history: PricePoint[] = !closes.length
+    ? closes
+    : tail && tail.close === price
+      ? prior!
+      : [...closes, { date: new Date(Math.max(now, start + closes.length * DAY_MS)), close: price }];
   const updatedAt = quote?.lastUpdated ?? (asset.quoteTime ? Date.parse(asset.quoteTime) : null);
   // The digits follow a price that holds still for the day, so a tick across a
   // power of ten (0.9998 to 1.0002) keeps the row's decimals.

package/src/plugins/builtin/debt-maturities/pane.tsx

@@ -1,6 +1,6 @@
 import { useCallback, useMemo, type ReactNode } from "react";
 import { listingIdentity, useIssuerListing } from "../shared/ticker-request";
-import { Box, ScrollBox, Text, useUiCapabilities } from "../../../ui";
+import { Box, ScrollBox, useUiCapabilities } from "../../../ui";
 import {
   useAsyncResource,
   useAutoRefresh,
@@ -405,9 +405,6 @@ export function DebtMaturitiesPane({ width, height, focused }: PaneProps) {
       label: "Principal total", values, value: debtAmount(last), color: colors.warning,
     };
   }, [bars]);
-  const historyWindow = latest
-    ? `${latest.totalPrincipal.percentile.windowStart} to ${latest.asOf}`
-    : "";
   useAutoRefresh(resource.updatedAt, resource.load);
   usePaneRefreshKey(() => void resource.reload(), { focused });
   usePaneNoticeFooter({
@@ -598,8 +595,6 @@ export function DebtMaturitiesPane({ width, height, focused }: PaneProps) {
                           xAxis={barAxis}
                           formatValue={(value) => debtAmount(value)}
                           formatAxisValue={formatCompactAxis}
-                          legendAccessory={<Text fg={colors.textMuted}>{historyWindow}</Text>}
-                          legendAccessoryWidth={historyWindow.length}
                           remoteKind="debt-filing-history"
                           {...historyLink}
                         />

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

@@ -1,10 +1,11 @@
-import { Box, ScrollBox, Text, type ScrollBoxRenderable } from "../../../ui";
-import { useState, useEffect, useCallback, useMemo, useRef } from "react";
+import { Box, Text, type ScrollBoxRenderable } from "../../../ui";
+import { useState, useEffect, useCallback, useMemo, useRef, type RefObject } from "react";
 import { useShortcut } from "../../../react/input";
 import { TextAttributes } from "../../../ui";
 import type { AppNotificationRequest, GloomPlugin, PaneProps } from "../../../types/plugin";
 import {
   DataTableStackView,
+  DetailScrollBody,
   isTableScrollNearEnd,
   QueryBar,
   usePaneFooter,
@@ -89,18 +90,16 @@ function renderDebugCell(entry: LogEntry, column: DebugColumn, _index: number, s
   return { text: entry.message.replace(/\s+/g, " "), color: state.selected ? colors.selectedText : colors.text };
 }
 
-function DebugEntryDetail({ entry }: { entry: LogEntry }) {
+function DebugEntryDetail({ entry, scrollRef }: { entry: LogEntry; scrollRef: RefObject<ScrollBoxRenderable | null> }) {
   return (
-    <ScrollBox flexGrow={1} scrollY focusable={false}>
-      <Box flexDirection="column" paddingX={1}>
-        <Text fg={colors.text} wrapText selectable>{entry.message}</Text>
-        {entry.data !== undefined && (
-          <Box marginTop={1}>
-            <Text fg={colors.textDim} wrapText selectable>{JSON.stringify(entry.data, null, 2)}</Text>
-          </Box>
-        )}
-      </Box>
-    </ScrollBox>
+    <DetailScrollBody ref={scrollRef} resetScrollKey={entry.id}>
+      <Text fg={colors.text} wrapText selectable>{entry.message}</Text>
+      {entry.data !== undefined ? (
+        <Box marginTop={1}>
+          <Text fg={colors.textDim} wrapText selectable>{JSON.stringify(entry.data, null, 2)}</Text>
+        </Box>
+      ) : null}
+    </DetailScrollBody>
   );
 }
 
@@ -116,6 +115,7 @@ function DebugPane({ focused, width, height }: PaneProps) {
   const levelControl = useRef<SelectControl>(null);
   const sourceControl = useRef<SelectControl>(null);
   const scrollRef = useRef<ScrollBoxRenderable | null>(null);
+  const detailScrollRef = useRef<ScrollBoxRenderable | null>(null);
   // While on, the cursor rides the newest entry, which keeps the list pinned
   // to the bottom as entries arrive.
   const [autoScroll, setAutoScroll] = useState(true);
@@ -173,7 +173,6 @@ function DebugPane({ focused, width, height }: PaneProps) {
   // chord never clears the log.
   useShortcut((event) => {
     if (!focused || openId || searching || event.targetEditable || event.ctrl || event.meta || event.alt || event.super) return;
-    if (event.name === "l") { event.preventDefault?.(); levelControl.current?.open(); return; }
     if (event.name === "s") { event.preventDefault?.(); sourceControl.current?.open(); return; }
     // Top and end of the log; G also resumes following new entries. Some
     // terminals report Shift+G as an uppercase name.
@@ -268,8 +267,9 @@ function DebugPane({ focused, width, height }: PaneProps) {
         emptyStateTitle={filtered ? "No log entries match the filter." : "No log entries."}
         detailOpen={!!openEntry}
         onBack={() => setOpenId(null)}
+        detailScrollRef={detailScrollRef}
         detailTitle={openEntry ? `${formatTimestamp(openEntry.timestamp)} ${LEVEL_LABELS[openEntry.level]} ${openEntry.source}` : undefined}
-        detailContent={openEntry ? <DebugEntryDetail entry={openEntry} /> : null}
+        detailContent={openEntry ? <DebugEntryDetail entry={openEntry} scrollRef={detailScrollRef} /> : null}
       />
     </Box>
   );

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

@@ -8,6 +8,8 @@ import { inferCadence, trailingCashAt } from "./trailing-cash";
 import { dividendQuotePriceMetadata } from "./reference-price";
 import { mapQuote } from "../../../sources/gloomberb-cloud/normalizers";
 import { regularSessionValuationPrice } from "../../../market-data/quotes/regular-session-valuation";
+import { declaredDividends } from "../../../utils/declared-dividends";
+import type { DeclaredDividendAction } from "../../../types/financials";
 
 export const DIVIDENDS_CONNECTION_ID = "gloom-dividends";
 export const INCOMPLETE_DIVIDEND_HISTORY = "Incomplete cash history; totals unavailable.";
@@ -55,6 +57,8 @@ export function toDividendPayment(
 
 export interface DividendData {
   payments: DividendPayment[];
+  /** Declared and unpaid, in `currency`; never in `payments` or any figure. Absent from older servers. */
+  declared?: DeclaredDividendAction[];
   metrics: DividendMetrics;
   price: number | null;
   currency?: string;
@@ -113,8 +117,11 @@ export async function fetchDividendData(
   if (!historyAvailable && !historyError && metrics.trailingRate == null && metrics.forwardRate == null) {
     throw new Error(`No dividend data found for ${symbol}`);
   }
+  // Stated in the cash history's units, read as its payments are.
+  const declared = actions && cashUnit.currency
+    ? declaredDividends(actions).map((row) => ({ ...row, amount: row.amount / cashUnit.divisor })) : [];
   return {
-    payments, metrics, price, currency: currency || undefined, historyAvailable,
+    payments, ...(declared.length > 0 ? { declared } : {}), metrics, price, currency: currency || undefined, historyAvailable,
     ...(suppliedPrice == null && price != null && quote ? dividendQuotePriceMetadata(quote) : {}),
     ...(historyError ? { historyError } : {}), ...(summaryError ? { summaryError } : {}),
     providerId: actions?.providerId ?? "gloom", fetchedAt: actions?.fetchedAt,

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

@@ -101,7 +101,8 @@ 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, { payDate: forwardPayDate(metrics) })})` },
+            : `${formatDividendYield(metrics.forwardYield)} (${forwardDividendBasis(metrics.forwardRateAsOf,
+              { payDate: forwardPayDate(metrics), declared: data.declared, currency })})` },
           { 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) },
@@ -138,6 +139,8 @@ 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,
+      // Declared and unpaid, apart from the paid history the table and every figure read.
+      declaredDividends: data.declared ?? [],
       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

@@ -73,14 +73,15 @@ function formatFrequency(freq: DividendMetrics["paymentFrequency"]): string {
  * clip them. The latest ex-date is the table's first row, so it shows only
  * when there is no table.
  */
-function buildMetricItems(metrics: DividendMetrics, currency: string, hasHistory: boolean, short: boolean): StatItem[] {
+function buildMetricItems(metrics: DividendMetrics, currency: string, hasHistory: boolean, short: boolean,
+  declared: DividendData["declared"]): StatItem[] {
   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;
+  const forwardNote = metrics.forwardYield != null ? forwardDividendNote(metrics.forwardRateAsOf, { declared, currency }) : 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, or marked declared beside the next ex-date; docs/research-data.md says how it is built.
+    // Dated by the distribution it annualizes, or marked declared (with its stated amount) 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),
       ...(forwardNote ? { detail: forwardNote } : {}) },
     { id: "ttm-rate", label: short ? "TTM/sh" : "TTM/share", value: formatRate(metrics.trailingRate, currency) },
@@ -225,13 +226,13 @@ export function DividendYieldPane({ focused, width, height, loadData = fetchDivi
   });
   // The header row, plus the scrollbar row once the columns overflow the pane.
   const tableChromeRows = chartTableChromeRows(columns, width);
-  const fullFigures = metrics ? buildMetricItems(metrics, currency, sortedRows.length > 0, false) : [];
+  const fullFigures = metrics ? buildMetricItems(metrics, currency, sortedRows.length > 0, false, data?.declared) : [];
   const keptFigures = chartTableLayout({
     width, height, figures: fullFigures, tableRows: sortedRows.length, tableChromeRows, chart: chartPoints.length >= 2 ? {} : null,
   }).figures;
   // The desktop grid never clips a label; the terminal shortens them rather than clip.
   const figures = metrics && !nativePaneChrome && labelsClip(keptFigures, width)
-    ? buildMetricItems(metrics, currency, sortedRows.length > 0, true) : fullFigures;
+    ? buildMetricItems(metrics, currency, sortedRows.length > 0, true, data?.declared) : fullFigures;
 
   const handleHeaderClick = useCallback((columnId: string) => {
     setSortPreference((current) => nextHeaderSort(current, columnId as DividendColumnId, {

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

@@ -14,10 +14,10 @@ const DOCS_INSTANCE_ID = "docs";
 
 function requestedTopic(context: PaneTemplateContext, options?: PaneTemplateCreateOptions): DocsTopic {
   const registry = getSharedRegistry();
-  if (!registry) return { kind: "home" };
-  const index = buildRegistryHelpIndex(registry);
+  // The command line (`gloomberb fn DOCS RV`) has no registry: the argument goes to the reader as a search.
+  const index = registry ? buildRegistryHelpIndex(registry) : null;
   const paneId = options?.values?.pane;
-  if (paneId) {
+  if (paneId && registry && index) {
     const instance = findPaneInstance(context.layout, paneId);
     return (instance ? docsTopicForPane(index, registry, instance) : null) ?? { kind: "home" };
   }
@@ -40,6 +40,8 @@ export const docsModule: PluginModule = {
       icon: "?",
       component: DocsPane,
       reportFreshness: { status: "not-a-feed", basis: "documentation" },
+      // A page reads whole in a report, not cut at the first screen.
+      shotFitsReader: true,
       defaultPosition: "right",
       defaultMode: "floating",
       defaultFloatingSize: { width: 96, height: 34 },

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

@@ -30,6 +30,7 @@ import {
   type PaneHint,
   type SectionedRow,
 } from "../../../components";
+import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
 import type { DocsFeed, DocsFunction } from "../../../docs/content";
 import {
   docsEntries,
@@ -48,6 +49,7 @@ import {
   type DocsTopic,
 } from "../../../docs/topics";
 import { t, tf } from "../../../i18n";
+import { useRemoteUiNode } from "../../../remote/semantic-tree";
 import { usePaneInstance } from "../../../state/app/context";
 import { useThemeColors } from "../../../theme/theme-context";
 import type { PaneProps } from "../../../types/plugin";
@@ -257,7 +259,8 @@ export function DocsPane({ focused, width, height }: PaneProps) {
   const instance = usePaneInstance();
   const requestKey = instance?.params?.topic ?? null;
   const requestAt = instance?.params?.at ?? null;
-  const { feed, offline } = useDocsFeed();
+  const { feed, offline, reload } = useDocsFeed();
+  usePaneRefreshKey(reload, { focused });
   const [stack, setStack] = usePluginPaneState<string[]>("stack", []);
   const [query, setQuery] = usePluginPaneState<string>("query", "");
   const [show, setShow] = usePluginPaneState<DocsShow>("show", "all");
@@ -287,6 +290,12 @@ export function DocsPane({ focused, width, height }: PaneProps) {
       openTopic({ kind: "page", slug: topic.query.toLowerCase() });
       return;
     }
+    // The command line cannot resolve a mnemonic before the reader runs, so a search that is a function's code opens its entry.
+    const code = topic.kind === "home" && topic.query ? findDocsFunction(feed, topic.query.trim()) ?? findDocsFunction(feed, topic.query.trim().split(/\s+/)[0] ?? "") : null;
+    if (code) {
+      openTopic({ kind: "function", code: code.code });
+      return;
+    }
     if (topic.kind === "home") setShow("all");
     openTopic(topic);
   }, [feed, handledAt, openTopic, requestAt, requestKey, setHandledAt, setShow]);
@@ -327,6 +336,14 @@ export function DocsPane({ focused, width, height }: PaneProps) {
   }, [entries, query, show]);
 
   const visibleEntries = useMemo(() => rows.filter(isSectionedItemRow).map((row) => row.item), [rows]);
+  // A request that matches nothing fails a report of the pane (`gloomberb fn DOCS zzzz`) instead of listing the whole index.
+  const requested = requestKey ? parseDocsTopicKey(requestKey) : null;
+  const requestedQuery = requested?.kind === "home" ? requested.query?.trim() ?? "" : "";
+  useRemoteUiNode(feed && requestedQuery && stack.length === 0 && query.trim() === requestedQuery && visibleEntries.length === 0 ? {
+    role: "report-failure",
+    label: "No docs entry",
+    getMetadata: () => ({ message: `No docs entry for ${requestedQuery}.`, details: "Run gloomberb fn DOCS for the index." }),
+  } : null);
   const effectiveSelectedKey = visibleEntries.some((entry) => entry.key === selectedKey)
     ? selectedKey
     : visibleEntries[0]?.key ?? null;

package/src/plugins/builtin/docs/targets.ts

@@ -60,12 +60,14 @@ export function docsTopicForPane(
 /**
  * What `DOCS <argument>` asks for: a mnemonic or one of its aliases
  * (`DOCS OMON`, `DOCS ct`), with or without its own argument (`DOCS OMON
- * NVDA`), or words to search the docs for.
+ * NVDA`), or words to search the docs for. Without an index every argument
+ * stays a search, which the reader opens on a matching entry.
  */
-export function docsTopicForArgument(index: HelpFunctionIndex, argument: string): DocsTopic {
+export function docsTopicForArgument(index: HelpFunctionIndex | null, argument: string): DocsTopic {
   const query = argument.trim();
   if (!query) return { kind: "home" };
-  const fn = index.get(query.toUpperCase()) ?? index.get((query.split(/\s+/)[0] ?? "").toUpperCase());
+  // A command line with no registry (`gloomberb fn DOCS RV`) cannot resolve a mnemonic here: the reader does, from its own entries.
+  const fn = index?.get(query.toUpperCase()) ?? index?.get((query.split(/\s+/)[0] ?? "").toUpperCase());
   if (fn) return docsTopicForFunction(fn);
   return { kind: "home", query };
 }

package/src/plugins/builtin/earnings-calls/data.ts

@@ -216,6 +216,28 @@ export function loadEarningsCalls(
   return loadEarningsCallsWithClient(apiClient, ticker, options);
 }
 
+export function cachedEarningsCalls(
+  ticker: string | null,
+  options?: IssuerListingParams & { limit?: number },
+): EarningsCallsResult | null {
+  const normalizedTicker = ticker?.trim().toUpperCase() || null;
+  const abroad = normalizedTicker ? listingAbroad(normalizedTicker, options?.exchange, options?.name) : null;
+  const limit = listLimit(options?.limit);
+  const cached = persistence?.getResource<CloudEarningsCallListPayload>(LIST_KIND, listKey(normalizedTicker, abroad, limit, 0), {
+    sourceKey: CACHE_SOURCE,
+    schemaVersion: LIST_CACHE_SCHEMA_VERSION,
+    allowExpired: true,
+  });
+  if (!cached) return null;
+  return {
+    ...cached.value,
+    sourceLimit: limit,
+    sourceLimitReached: cached.value.calls.length >= limit,
+    fetchedAt: cached.fetchedAt,
+    stale: cached.stale === true,
+  };
+}
+
 /**
  * The server answers 202 with a pending marker when a call is known but not
  * transcribed yet, having just queued it. That is not a transcript and must

package/src/plugins/builtin/earnings-calls/pane.tsx

@@ -35,6 +35,7 @@ import { usePlanAccess } from "../../../api-client/plan-access";
 import { listingAbroad } from "../../../api-client/paths";
 import { useBoundTicker as useSymbolBinding } from "../shared/ticker-request";
 import {
+  cachedEarningsCalls,
   callStatusLabel,
   isPendingTranscript,
   loadEarningsCalls,
@@ -179,19 +180,27 @@ interface EarningsCallsViewProps {
 export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewProps) {
   const { symbol, exchange, ticker: boundTicker } = useSymbolBinding();
   const access = usePlanAccess();
+  // Read once per mount: a binding change reads the cache again in its own effect.
+  const [initialShelf] = useState(() => {
+    const initialTicker = symbol ? symbol.toUpperCase() : null;
+    const initialAbroad = initialTicker ? listingAbroad(initialTicker, exchange, boundTicker?.metadata.name) : null;
+    return cachedEarningsCalls(initialTicker, {
+      limit: CALL_PAGE_SIZE, exchange: initialAbroad?.exchange, name: initialAbroad?.name,
+    });
+  });
 
-  const [calls, setCalls] = useState<CloudEarningsCallPayload[]>([]);
-  const [listStatus, setListStatus] = useState<"idle" | "loading" | "loaded" | "error">("idle");
+  const [calls, setCalls] = useState<CloudEarningsCallPayload[]>(initialShelf?.calls ?? []);
+  const [listStatus, setListStatus] = useState<"idle" | "loading" | "loaded" | "error">(initialShelf ? "loaded" : "idle");
   const [listError, setListError] = useState<{ message: string; status?: number } | null>(null);
-  const [stale, setStale] = useState(false);
-  const [listFetchedAt, setListFetchedAt] = useState(0);
+  const [stale, setStale] = useState(initialShelf?.stale === true);
+  const [listFetchedAt, setListFetchedAt] = useState(initialShelf?.fetchedAt ?? 0);
   const listRequestVersion = useRef(0);
   const [listCompletedRequest, setListCompletedRequest] = useState(0);
   // The shelf is paged: the server answers a page at a time and reports no
   // total, so a full page means there is probably another one behind it.
-  const [hasMore, setHasMore] = useState(false);
+  const [hasMore, setHasMore] = useState(initialShelf?.sourceLimitReached === true);
   const [loadingMore, setLoadingMore] = useState(false);
-  const [nextOffset, setNextOffset] = useState(0);
+  const [nextOffset, setNextOffset] = useState(initialShelf?.calls.length ?? 0);
   const tableScrollRef = useRef<ScrollBoxRenderable | null>(null);
 
   const [selectedId, setSelectedId] = usePluginPaneState<string | null>("selectedId", null);
@@ -224,7 +233,7 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
   // Set while a call opened without a transcript is being produced.
   const [producing, setProducing] = useState(false);
   // The list answered "pending": the server is still searching for calls.
-  const [listPending, setListPending] = useState(false);
+  const [listPending, setListPending] = useState(initialShelf?.pending === true && initialShelf.calls.length === 0);
 
   const ticker = symbol ? symbol.toUpperCase() : null;
   // A listing abroad asks for its own calls by venue and company, never a US namesake's.
@@ -307,14 +316,15 @@ export function EarningsCallsPane({ focused, width, height }: EarningsCallsViewP
   useEffect(() => {
     const keepRestoredCall = firstShelfLoadRef.current;
     firstShelfLoadRef.current = false;
-    setCalls([]);
-    setHasMore(false);
+    const held = cachedEarningsCalls(ticker, { limit: CALL_PAGE_SIZE, exchange: listingVenue, name: listingName });
+    setCalls(held?.calls ?? []);
+    setHasMore(held?.sourceLimitReached === true);
     setLoadingMore(false);
-    setNextOffset(0);
-    setListStatus("idle");
-    setListPending(false);
-    setStale(false);
-    setListFetchedAt(0);
+    setNextOffset(held?.calls.length ?? 0);
+    setListStatus(held ? "loaded" : "idle");
+    setListPending(held?.pending === true && held.calls.length === 0);
+    setStale(held?.stale === true);
+    setListFetchedAt(held?.fetchedAt ?? 0);
     setListError(null);
     setLookup(null);
     setLookupRefresh(null);

package/src/plugins/builtin/equity-screener/headless.ts

@@ -10,7 +10,7 @@ import { buildQuoteKey } from "../../../market-data/selectors";
 import type { Quote } from "../../../types/financials";
 import { formatCurrency, formatPercentRaw } from "../../../utils/format";
 import { fetchScreen } from "./client";
-import { overlayScreenQuotes, screenExtendedSessions } from "./live";
+import { overlayScreenQuotes, screenExtendedSessions, sortLiveScreenRows } from "./live";
 import {
   DEFAULT_SCREEN,
   EXAMPLE_SCREEN_DEFINITION,
@@ -125,7 +125,8 @@ export const equityScreenerHeadless: HeadlessPaneDefinition<"bundle"> = {
     const metric = (args.options.metric ?? "marketCap") as NumericField;
     // Last, Chg% and market cap are the regular session, as `quote` and the
     // pane read each row's quote; an extended print is a column of its own.
-    const rows = overlayScreenQuotes(data.rows, await loadRowQuotes(data.rows, ctx));
+    // A sort on one of them is redone on those figures.
+    const rows = sortLiveScreenRows(overlayScreenQuotes(data.rows, await loadRowQuotes(data.rows, ctx)), data.definition.sort);
     const extendedSessions = screenExtendedSessions(rows);
     // Payload status also counts ordinary per-field sparsity; only generation
     // warnings are failures, and more pages are not an error.
@@ -184,7 +185,7 @@ export const equityScreenerHeadless: HeadlessPaneDefinition<"bundle"> = {
         covered: data.universe.covered,
         returned: data.rows.length,
         hasMore: !!data.nextCursor,
-        priceBasis: "price, changePercent and the market cap are the regular session, read from each row's quote as `quote` reads it: after the close, its close and that close's move. A pre-market, after-hours or overnight print is in extendedPrice and extendedChangePercent, measured from that close. Membership, order and percentiles are the snapshot's, which ranks by the close.",
+        priceBasis: "price, changePercent and the market cap are the regular session, read from each row's quote as `quote` reads it: after the close, its close and that close's move. A pre-market, after-hours or overnight print is in extendedPrice and extendedChangePercent, measured from that close. Membership and percentiles are the snapshot's, which ranks by the close; a sort on price, changePercent, volume or marketCap orders these rows by the figures shown.",
         notices: data.nextCursor
           ? [
               `Top ${data.rows.length} of ${data.universe.matched} matches; narrow the criteria to see the rest.`,

package/src/plugins/builtin/equity-screener/live.ts

@@ -1,4 +1,4 @@
-import type { ScreenMetric, ScreenRow } from "../../../api-client/equity-screener";
+import type { ScreenDefinition, ScreenMetric, ScreenRow } from "../../../api-client/equity-screener";
 import { getExtendedSessionDisplay, type ExtendedSession, type ExtendedSessionDisplay } from "../../../market-data/market/status";
 import { quoteTradingDay } from "../../../market-data/quotes/day-range";
 import { getRegularSessionQuoteDisplay } from "../../../market-data/quotes/screener-live-quotes";
@@ -112,6 +112,32 @@ export function overlayScreenQuotes(rows: readonly ScreenRow[], quotes: Readonly
   return overlayRows(rows, (key) => quotes.get(key));
 }
 
+/** The fields a quote moves on a row (overlayLiveScreenRow). */
+const LIVE_SORT_FIELDS: ReadonlySet<string> = new Set(["price", "changePercent", "volume", "marketCap"]);
+
+/**
+ * Rows in the screen's order by the figures they show. A sort on a field the
+ * quotes move (price, change, volume, market cap) is redone on the overlaid
+ * values, so the column reads monotone: GRAB's snapshot cap, two closes old,
+ * kept it above MANH after its quote moved it below (GLO-754). Rows without a
+ * value stay last, and ties keep the snapshot's order. Any other sort is the
+ * snapshot's, which the overlay does not touch.
+ */
+export function sortLiveScreenRows<T extends ScreenRow>(rows: readonly T[], sort: ScreenDefinition["sort"]): T[] {
+  if (!LIVE_SORT_FIELDS.has(sort.field)) return [...rows];
+  const field = sort.field as "price" | "changePercent" | "volume" | "marketCap";
+  const sign = sort.direction === "desc" ? -1 : 1;
+  return rows
+    .map((row, index) => ({ row, index, value: row.metrics[field]?.value }))
+    .sort((a, b) => {
+      const aKnown = isFiniteNumber(a.value), bKnown = isFiniteNumber(b.value);
+      if (aKnown !== bKnown) return aKnown ? -1 : 1;
+      if (aKnown && bKnown && a.value !== b.value) return sign * (a.value! - b.value!);
+      return a.index - b.index;
+    })
+    .map(({ row }) => row);
+}
+
 /** The extended sessions some row has a print for, in the order their columns go. */
 export function screenExtendedSessions(rows: readonly LiveScreenRow[]): ExtendedSession[] {
   return (["PRE", "POST", "OVERNIGHT"] as const).filter((session) => rows.some((row) => row.extended?.session === session));