gloomberb 0.17.2 → 0.17.4

package/src/plugins/builtin/thirteenf/overlap-pane.tsx

@@ -1,5 +1,5 @@
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
-import { DataTableStackView, DataTableView, KeyValueRow, QueryBar, usePaneNoticeFooter, useQueryBarSearch, useTableLoadMore, type DataTableColumn } from "../../../components";
+import { DataTableStackView, DataTableView, KeyValueRow, QueryBar, usePagedRows, usePaneNoticeFooter, useQueryBarSearch, useTableLoadMore, type DataTableColumn, type PageRequest } from "../../../components";
 import { useShortcut } from "../../../react/input";
 import { colors } from "../../../theme/colors";
 import { Box, type ScrollBoxRenderable } from "../../../ui";
@@ -28,47 +28,42 @@ export function FundOverlapView({ data, focused, width }: { data: FundDetailData
   const [target, setTarget] = usePluginPaneState<ThirteenFFund | null>("overlap:target", null);
   const [selectedId, setSelectedId] = usePluginPaneState<string | null>("overlap:selected", null);
   const [selectedPositionId, setSelectedPositionId] = usePluginPaneState<string | null>("overlap:position", null);
-  const [funds, setFunds] = useState<ThirteenFFund[]>([]);
   const [peer, setPeer] = useState<FundDetailData | null>(null);
   const [loading, setLoading] = useState(false);
   const [error, setError] = useState<string | null>(null);
   const { active: searchFocused, focus: focusSearch, blur: blurSearch, searchProps } = useQueryBarSearch();
   const [fundSort, setFundSort] = useState<{ columnId: "name" | "cik"; direction: SortDirection }>({ columnId: "name", direction: "asc" });
-  const [hasMore, setHasMore] = useState(false);
-  const [offset, setOffset] = useState(0);
-  const moreController = useRef<AbortController | null>(null);
   const scrollRef = useRef<ScrollBoxRenderable | null>(null);
-  const [loadingMore, setLoadingMore] = useState(false);
   const [mineOnly, setMineOnly] = usePluginPaneState<boolean>("overlap:mine", false);
   const [sort, setSort] = usePluginPaneState<{ id: "weight" | "comparedWeight"; desc: boolean }>("overlap:sort", { id: "weight", desc: true });
   const mine = useMineTickers();
   const { pinTicker } = usePluginTickerActions();
   const [refresh, setRefresh] = useState(0);
   const lastRefresh = useRef(0);
+  const searchPage = useCallback(async ({ offset, signal }: PageRequest) => {
+    const result = await searchThirteenFFunds(query, 50, signal, { offset });
+    const rows = result.filter(fund => fund.cik !== data.cik);
+    return { rows, hasMore: result.length === 50, nextOffset: offset + result.length };
+  }, [query, data.cik]);
+  const paged = usePagedRows(target || !query || isCikQuery(query) ? null : searchPage, { getId: (fund) => fund.cik });
+  const cikFunds = useMemo(() => isCikQuery(query) && !target ? [{ cik: normalizeCik(query), name: query }] : [], [query, target]);
+  const funds = target ? [] : cikFunds.length ? cikFunds : paged.rows;
   useEffect(() => {
     const controller = new AbortController();
-    setError(null); setPeer(null); setFunds([]); setHasMore(false); setOffset(0); setLoadingMore(false); moreController.current?.abort();
-    if (!target && !query) { setLoading(false); return; }
+    setError(null); setPeer(null);
+    if (!target) { setLoading(false); return; }
     setLoading(true);
     const forceRefresh = refresh !== lastRefresh.current;
     lastRefresh.current = refresh;
-    const work = target ? loadFundDetail(target.cik, target.name, controller.signal, { forceRefresh }).then(result => { if (!controller.signal.aborted) setPeer(result); })
-      : isCikQuery(query) ? Promise.resolve().then(() => setFunds([{ cik: normalizeCik(query), name: query }]))
-      : searchThirteenFFunds(query, 50, controller.signal).then(result => { if (!controller.signal.aborted) { setFunds(result.filter(fund => fund.cik !== data.cik)); setHasMore(result.length === 50); setOffset(result.length); } });
-    void work.catch(cause => { if (!controller.signal.aborted) setError(cause instanceof Error ? cause.message : String(cause)); }).finally(() => { if (!controller.signal.aborted) setLoading(false); });
-    return () => { controller.abort(); moreController.current?.abort(); };
-  }, [query, target, refresh, data.cik]);
-  const loadMore = useCallback(() => {
-    if (!hasMore || loadingMore || loading || target) return;
-    moreController.current?.abort(); const request = new AbortController(); moreController.current = request; setLoadingMore(true);
-    void searchThirteenFFunds(query, 50, request.signal, { offset }).then(result => {
-      if (request.signal.aborted) return;
-      setFunds(current => [...new Map([...current, ...result.filter(fund => fund.cik !== data.cik)].map(fund => [fund.cik, fund])).values()]);
-      setHasMore(result.length === 50); setOffset(offset + result.length);
-    }).catch(cause => { if (!request.signal.aborted) setError(cause instanceof Error ? cause.message : String(cause)); }).finally(() => { if (!request.signal.aborted) setLoadingMore(false); });
-  }, [hasMore, loadingMore, loading, target, query, offset, data.cik]);
-  const onScroll = useTableLoadMore(scrollRef, hasMore && !loadingMore && !loading && !target, loadMore);
-  const refreshData = useCallback(() => setRefresh(value => value + 1), []);
+    void loadFundDetail(target.cik, target.name, controller.signal, { forceRefresh })
+      .then(result => { if (!controller.signal.aborted) setPeer(result); })
+      .catch(cause => { if (!controller.signal.aborted) setError(cause instanceof Error ? cause.message : String(cause)); })
+      .finally(() => { if (!controller.signal.aborted) setLoading(false); });
+    return () => { controller.abort(); };
+  }, [target, refresh]);
+  const loadingMore = paged.loadingMore;
+  const onScroll = useTableLoadMore(scrollRef, paged.hasMore && !loadingMore && !loading && !target, paged.loadMore);
+  const refreshData = useCallback(() => { setRefresh(value => value + 1); paged.reload(); }, [paged.reload]);
   useShortcut(event => {
     if (!focused || !target || event.targetEditable || !isDetailBackNavigationKey(event)) return;
     event.preventDefault?.(); event.stopPropagation?.(); setTarget(null);
@@ -80,7 +75,8 @@ export function FundOverlapView({ data, focused, width }: { data: FundDetailData
   });
   const period = peer ? overlapPeriod(data, peer) : null;
   const mismatch = peer && !period;
-  usePaneStatusFooter({ registrationId: "13f-overlap", loading: loading || loadingMore, error, hints: target ? [{ id: "mine", key: "m", label: mineOnly ? "all tickers" : "mine", title: mineOnly ? "All Tickers" : "Mine Only", onPress: () => setMineOnly(value => !value) }] : [{ id: "search", key: "/", label: "search", onPress: focusSearch }] });
+  const listError = error ?? paged.error?.message ?? paged.moreError?.message ?? null;
+  usePaneStatusFooter({ registrationId: "13f-overlap", loading: loading || loadingMore || paged.loading, error: listError, hints: target ? [{ id: "mine", key: "m", label: mineOnly ? "all tickers" : "mine", title: mineOnly ? "All Tickers" : "Mine Only", onPress: () => setMineOnly(value => !value) }] : [{ id: "search", key: "/", label: "search", onPress: focusSearch }] });
   usePaneNoticeFooter({ registrationId: "13f-overlap-notice", focused, notices: [...(peer?.warnings ?? []), ...(mismatch ? ["No reporting quarter is loaded for both funds; overlap is unavailable."] : [])] });
   const rows = useMemo(() => (peer ? buildFundOverlap(data, peer) : []).filter(row => !mineOnly || mine.has(row.ticker)).sort((a, b) => ((a[sort.id] ?? -1) - (b[sort.id] ?? -1)) * (sort.desc ? -1 : 1)), [peer, data, mineOnly, mine, sort]);
   const positionColumns: DataTableColumn[] = [{ id: "mine", label: "MINE", width: 5, align: "left" }, { id: "ticker", label: "TICKER", width: 10, align: "left" }, { id: "type", label: "TYPE", width: 6, align: "left" }, { id: "issuer", label: "ISSUER", width: Math.max(18, width - 58), align: "left" }, { id: "weight", label: "FIRST %", width: 12, align: "right" }, { id: "comparedWeight", label: "SECOND %", width: 12, align: "right" }];
@@ -106,6 +102,6 @@ export function FundOverlapView({ data, focused, width }: { data: FundDetailData
     onActivate={fund => { blurSearch(); setTarget(fund); }}
     rootBefore={<QueryBar width={width} search={{ value: query, onChange: setQuery, placeholder: "Second fund name or CIK", focused, ...searchProps, debounceMs: 250 }} />}
     renderCell={(row, column, _index, state) => ({ text: column.id === "name" ? row.name : row.cik, color: state.selected ? colors.selectedText : colors.text })}
-    emptyStateTitle={loading ? "Searching funds..." : query ? "No matching funds." : "Search for a second fund."}
+    emptyStateTitle={loading || paged.loading ? "Searching funds..." : query ? "No matching funds." : "Search for a second fund."}
   />;
 }

package/src/plugins/builtin/ticker-detail/index.tsx

@@ -115,7 +115,7 @@ export const tickerDetailModule: PluginModule = {
       label: "Ticker Research",
       description: "Open another research pane for the selected ticker or current collection",
       keywords: ["new", "ticker", "research", "detail", "pane", "inspector"],
-      shortcut: { prefix: "T", argPlaceholder: "ticker", argKind: "ticker" },
+      shortcut: { prefix: "T", aliases: ["DES"], argPlaceholder: "ticker", argKind: "ticker" },
       canCreate: (context) => context.activeTicker !== null || context.activeCollectionId !== null,
       createInstance: (context) => (
         context.activeTicker

package/src/plugins/builtin/ticker-detail/overview/model.ts

@@ -183,13 +183,14 @@ export function buildOverviewStats({
       valueColor: priceColor(fundamentals.revenueGrowth),
     });
   }
-  // At the regular session price, as the market cap above it is.
-  const enterpriseValue = reportedEnterpriseValue(atRegularSessionPrice({ quote, fundamentals }).fundamentals);
+  // At the regular session price, as the market cap above it is, with the check moved beside it.
+  const priced = atRegularSessionPrice({ quote, fundamentals }).fundamentals;
+  const enterpriseValue = reportedEnterpriseValue(priced);
   if (fundamentals?.unavailableFields?.includes("enterpriseValue")) {
     stats.push({ label: "EV", value: "—" });
   } else if (enterpriseValue != null) {
     // More than 5% from market cap + debt - cash: the provider's, with the computed figure where it fits.
-    const check = enterpriseValueCheck(fundamentals);
+    const check = enterpriseValueCheck(priced);
     const computed = check?.status === "differs" && check.computed != null ? formatCompact(check.computed) : undefined;
     stats.push({
       label: "EV",

package/src/plugins/builtin/ticker-detail/overview-tab.tsx

@@ -28,6 +28,7 @@ import { Box, ScrollBox, Text, useUiCapabilities } from "../../../ui";
 import { publicTickerKey, resolveExchangeTimeZone } from "../../../utils/exchanges";
 import { convertCurrency, displayWidth, formatPercentRaw, truncateToDisplayWidth } from "../../../utils/format";
 import { enterpriseValueReconciliationNote } from "../../../utils/fundamentals";
+import { atRegularSessionPrice } from "../../../market-data/quotes/regular-session-valuation";
 import { zonedDateKey } from "../../../utils/zoned-date-time";
 import { sharesOutstandingInReceipts } from "../../../utils/depositary-receipt";
 import {
@@ -144,10 +145,9 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
     panelId: "price",
     timeBasis: chartTimeZone ? { kind: "market", timeZone: chartTimeZone } : undefined,
   });
-  // A provider EV off market cap + debt - cash, or why a withdrawn one is unavailable.
-  const enterpriseValueNote = enterpriseValueReconciliationNote(fundamentals)
-    ?? (fundamentals?.unavailableFields?.includes("enterpriseValue")
-      ? t("Enterprise value unavailable: the source observation failed validation.") : undefined);
+  // A provider EV off market cap + debt - cash, or why a withdrawn one is unavailable, at the
+  // regular session price the EV beside it is shown at.
+  const enterpriseValueNote = enterpriseValueReconciliationNote(atRegularSessionPrice({ quote, fundamentals }).fundamentals);
   usePaneNoticeFooter({
     registrationId: "overview-notices",
     notices: [

package/src/plugins/builtin/ticker-detail/quote-monitor/card.tsx

@@ -1,5 +1,5 @@
 import type { ReactNode } from "react";
-import { useMemo } from "react";
+import { useMemo, useRef } from "react";
 import { Box, Text, TextAttributes, useUiCapabilities } from "../../../../ui";
 import type { PricePoint, Quote, TickerFinancials } from "../../../../types/financials";
 import type { TickerRecord } from "../../../../types/ticker";
@@ -22,7 +22,7 @@ import { t } from "../../../../i18n";
 import { isQuoteStaleForCurrentSession } from "../../../../market-data/quotes/freshness";
 import { formatQuoteNavAsOf } from "../../../../market-data/quotes/time";
 import { useQuoteFlashDirection } from "../../../../components/quote-flash";
-import { appendLiveQuotePoint } from "../../../../time-series/chart-data";
+import { followLiveSparklinePrice } from "../../../../components/price-sparkline/model";
 import {
   PriceAreaSparklineBackground,
   PriceSparkline,
@@ -145,8 +145,13 @@ export function QuoteMonitorCard({
     : cachedFinancials?.priceHistory;
   const assetCategory = quote?.instrumentType ?? ticker?.metadata.assetCategory;
   // Completed bars end at the prior close; the live price closes the line and the stated range.
-  const priceHistory = useMemo(() => barHistory && appendLiveQuotePoint(barHistory, quote, { assetCategory }),
-    [assetCategory, barHistory, quote]);
+  const sparklineRef = useRef<PricePoint[] | undefined>(undefined);
+  const priceHistory = useMemo(() => {
+    if (!barHistory) return undefined;
+    const next = followLiveSparklinePrice(barHistory, quote, { assetCategory, period: chartPeriod, previous: sparklineRef.current });
+    sparklineRef.current = next;
+    return next;
+  }, [assetCategory, barHistory, chartPeriod, quote]);
   const flashFinancials = useMemo<TickerFinancials | null>(
     () => quote ? { quote, annualStatements: [], quarterlyStatements: [], priceHistory: [] } : null,
     [quote],

package/src/plugins/builtin/vol-surface/pane.tsx

@@ -21,6 +21,8 @@ import { useAutoRefresh } from "../../../react/auto-refresh";
 import { useLiveStreamingSetting } from "../../../state/hooks/live-streaming";
 import { CLOUD_QUOTE_DELAY_MINUTES } from "../../../api-client/plan-access";
 import { useLiveSessionRefresh } from "../shared/volatility/live-session";
+import { getSharedMarketDataCoordinator } from "../../../market-data/coordinator";
+import { hasFreshReadyEntry } from "../../../market-data/coordinator/entries";
 import { createSurfaceDependencies, loadVolatilitySurface, withReusedYieldCurve, type SurfaceLoadRequest } from "./client";
 import { stableSurfaceSheet, SURFACE_LIVE_RELOAD_MS, surfaceFreshnessLabel, type SurfaceSheetAxes } from "./live";
 import { loadStoredSurface, loadSurfaceDates } from "../iv-history/client";
@@ -120,8 +122,20 @@ export function VolSurfacePane({ focused, width, height }: PaneProps) {
   // never collapses to the first few expiries while the rest reload.
   const [live, setLive] = useState<{ key: string; snapshot: SurfaceSnapshot; at: number } | null>(null);
   const liveController = useRef<AbortController | null>(null);
+  const settledRef = useRef<SurfaceSnapshot | null | undefined>(null);
   const liveDependencies = useMemo(() => withReusedYieldCurve(createSurfaceDependencies()), []);
   const reloadLive = useCallback(async () => {
+    const coordinator = getSharedMarketDataCoordinator();
+    const instrument = target?.instrument;
+    const chainInstrument = { symbol: target?.effectiveTicker ?? symbol!, exchange: target?.effectiveExchange ?? "",
+      brokerId: instrument?.brokerId, brokerInstanceId: instrument?.brokerInstanceId, instrument };
+    const shown = settledRef.current;
+    const expiries = shown?.expiries.map((entry) => entry.expiration) ?? [];
+    const freshChain = coordinator != null && expiries.length > 0 && expiries.every((expiration) => {
+      const entry = coordinator.getOptionsEntry({ instrument: chainInstrument, expirationDate: expiration });
+      return hasFreshReadyEntry(entry, SURFACE_LIVE_RELOAD_MS);
+    });
+    if (freshChain) return;
     liveController.current?.abort();
     const abort = new AbortController();
     liveController.current = abort;
@@ -129,10 +143,11 @@ export function VolSurfacePane({ focused, width, height }: PaneProps) {
       // Each expiry is fitted as its chain arrives, never all together at the end.
       onSnapshot: () => {} }, liveDependencies);
     if (!abort.signal.aborted) setLive({ key: requestKey, snapshot, at: Date.now() });
-  }, [surfaceRequest, liveDependencies]);
+  }, [surfaceRequest, liveDependencies, symbol, target]);
   useEffect(() => () => liveController.current?.abort(), [reloadLive]);
   const liveReload = live?.key === requestKey && (resource.updatedAt == null || live.at > resource.updatedAt) ? live.snapshot : null;
   const settledSnapshot = liveReload ?? resource.data;
+  settledRef.current = settledSnapshot;
   // Stored close surfaces and IV rank come from the Cloud IV history of the underlying.
   const underlying = (target?.effectiveTicker ?? symbol ?? "").toUpperCase();
   const datesLoader = useCallback(async () => (await loadSurfaceDates(underlying)).dates, [underlying]);

package/src/plugins/builtin/volatility/chart-model.ts

@@ -141,7 +141,7 @@ export function volatilityHistorySeries(fred: FredChartInput, colors: Volatility
       const value = values.get(date);
       return { date: new Date(date), observedAt: new Date(date), value: value != null && Number.isFinite(value) ? value : null };
     }), { id, label, color, calendarSpaced: true }),
-    unit: unitGroup === "volatility" ? "%" : "", unitGroup, panelId,
+    unit: unitGroup === "volatility" ? "index" : "", unitGroup, panelId,
   });
   const first = dates[0], last = dates.at(-1);
   return [

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

@@ -26,7 +26,7 @@ export function VolatilityHistoryChart({ fred, width, height, focused = false }:
   return <CompositeChart series={series} legendSeries={legendSeries} panels={HISTORY_PANELS} width={width} height={height}
     focused={focused} navigable={false} showLegend showTimeAxis remoteKind="vix-history"
     formatValue={(value, entry) => entry.unitGroup === "ratio" ? value.toFixed(2) : formatCompositeSeriesValue(value, entry)}
-    formatAxisValue={(value, domain) => domain.unitGroup === "ratio" ? value.toFixed(2) : `${value.toFixed(0)}%`}
+    formatAxisValue={(value, domain) => domain.unitGroup === "ratio" ? value.toFixed(2) : value.toFixed(0)}
     colors={{ background: palette.bgColor, grid: palette.gridColor, crosshair: palette.crosshairColor, text: colors.text,
       textDim: palette.axisColor, negative: colors.negative }} />;
 }

package/src/renderers/dom/build-assets.ts

@@ -25,6 +25,18 @@ interface ViewBundleOptions {
   aliasRules?: AliasRule[];
   failureMessage: string;
   missingEntryMessage: string;
+  /**
+   * Leave identifiers unminified (whitespace and syntax still are), so the
+   * components keep their names and a page audit can say which one drew an
+   * element (`scripts/pane-chrome/ui-audit.ts`). Bun's `keepNames` alone did
+   * not keep them.
+   */
+  keepNames?: boolean;
+}
+
+/** Bun's minify setting: everything, or everything but identifiers when names are kept. */
+function minifyOption(keepNames: boolean | undefined) {
+  return keepNames ? { whitespace: true, syntax: true, identifiers: false } : true;
 }
 
 // From this file rather than the working directory, so a build started from
@@ -60,6 +72,7 @@ export async function buildViewBundle({
   aliasRules = [],
   failureMessage,
   missingEntryMessage,
+  keepNames,
 }: ViewBundleOptions): Promise<{ script: string; stylesheet: string | null }> {
   const chunks = new Map<string, string>();
   const result = await Bun.build({
@@ -69,7 +82,7 @@ export async function buildViewBundle({
     format: "esm",
     splitting: false,
     sourcemap,
-    minify: true,
+    minify: minifyOption(keepNames),
     define: {
       "process.env.NODE_ENV": "\"production\"",
       __GLOOM_WORLD_MAP_DATA__: JSON.stringify(WORLD_MAP_DATA_SPECIFIER),
@@ -88,7 +101,7 @@ export async function buildViewBundle({
 
   const script = result.outputs.find((output) => output.kind === "entry-point" && output.path.endsWith(".js"));
   if (!script) throw new Error(missingEntryMessage);
-  await buildLazyChunks(outdir, chunks, failureMessage);
+  await buildLazyChunks(outdir, chunks, failureMessage, keepNames);
 
   const stylesheet = result.outputs.find((output) => output.path.endsWith(".css"))?.path ?? null;
   if (stylesheet) await writeFile(stylesheet, withTitlebarOverlayHeight(await readFile(stylesheet, "utf8")));
@@ -181,7 +194,7 @@ function lazyChunkPlugin(rootOutdir: string, emitDir: string, chunks: Map<string
 }
 
 /** Builds each lazy chunk on its own, and the chunks those load in turn. */
-async function buildLazyChunks(rootOutdir: string, chunks: Map<string, string>, failureMessage: string): Promise<void> {
+async function buildLazyChunks(rootOutdir: string, chunks: Map<string, string>, failureMessage: string, keepNames?: boolean): Promise<void> {
   const built = new Set<string>();
   let pending = [...chunks.entries()];
   while (pending.length) {
@@ -197,7 +210,7 @@ async function buildLazyChunks(rootOutdir: string, chunks: Map<string, string>,
         format: "esm",
         splitting: false,
         sourcemap: "none",
-        minify: true,
+        minify: minifyOption(keepNames),
         plugins: [lazyChunkPlugin(rootOutdir, dirname(output), nested)],
       });
       if (!result.success) {

package/src/renderers/dom/desktop/controls.tsx

@@ -41,6 +41,7 @@ export function WebButton({
   onPress,
   variant = "secondary",
   disabled = false,
+  pending = false,
   active = false,
   shortcut,
   width,
@@ -61,6 +62,7 @@ export function WebButton({
       aria-keyshortcuts={ariaKeyShortcut(shortcut)}
       title={title}
       aria-expanded={expanded}
+      aria-busy={pending || undefined}
       disabled={disabled}
       onMouseDown={(event) => {
         if (stopPropagation) event.stopPropagation();

package/src/renderers/dom/styles.css

@@ -81,6 +81,12 @@ button, [data-gloom-interactive="true"] { cursor: pointer; }
 [data-titlebar-overlay="true"] * {
   cursor: inherit;
 }
+/* A row of text grows with the text size and the title bar does not: at the
+   largest sizes the top bar's buttons and prompt would stand out of it. */
+[data-gloom-role="app-header"][data-titlebar-overlay="true"] button,
+[data-gloom-role="app-header"][data-titlebar-overlay="true"] [role="button"] {
+  max-height: __TITLEBAR_OVERLAY_HEIGHT_PX__px;
+}
 [data-titlebar-overlay="true"] button,
 [data-titlebar-overlay="true"] input,
 [data-titlebar-overlay="true"] textarea,

package/src/renderers/electrobun/bun/desktop/macos-dock-badge.ts

@@ -15,14 +15,15 @@ export function setMacosDockBadge(label: string): void {
     const dockTile = objc.send(app, objc.selector("dockTile"));
     if (!dockTile) return;
     const text = label
-      ? objc.sendObject(
+      ? objc.sendCString(
         objc.send(objc.getClass("NSString"), objc.selector("alloc")),
         objc.selector("initWithUTF8String:"),
         cString(label),
       )
-      : null;
+      : 0n;
     // AppKit only takes this on the main thread, and Bun runs on another one.
-    // The call retains the string until it has run; a null label is nil.
+    // The call retains the string until it has run; no label is nil. A label as
+    // short as a count is a tagged pointer, which is why objects travel as ids.
     objc.sendOnMainThread(
       dockTile,
       objc.selector("performSelectorOnMainThread:withObject:waitUntilDone:"),

package/src/renderers/electrobun/bun/desktop/macos-dock-icon.ts

@@ -1,11 +1,10 @@
-import type { Pointer } from "bun:ffi";
 import { appIconColors, appIconSvg } from "./app-icon";
 import { getTheme } from "../../../../theme/themes";
-import { objcOrNull, type Objc } from "./macos-objc";
+import { objcOrNull, type Objc, type ObjcId } from "./macos-objc";
 
 let appliedThemeId: string | null = null;
 
-function createImage(objc: Objc, svg: string): Pointer | null {
+function createImage(objc: Objc, svg: string): ObjcId | null {
   const bytes = Buffer.from(svg);
   const data = objc.sendBytes(
     objc.send(objc.getClass("NSData"), objc.selector("alloc")),

package/src/renderers/electrobun/bun/desktop/macos-objc.ts

@@ -4,28 +4,39 @@ const LIBOBJC = "/usr/lib/libobjc.A.dylib";
 
 export type Objc = ReturnType<typeof loadObjc>;
 
+/** An Objective-C object or class as its address, `0n` for nil. */
+export type ObjcId = bigint;
+
 let cachedObjc: Objc | null | undefined;
 
 export const cString = (value: string) => Buffer.from(`${value}\0`);
 
+// Objects cross the FFI as u64, never as ptr. Bun hands a ptr result to
+// JavaScript as a double, exact only up to 2**53, and Foundation keeps short
+// strings and small numbers (a Dock badge label such as "3") in tagged
+// pointers whose data sits in the top bits. Through a ptr they come back
+// rounded, and the next message to one crashes the process.
+const ID = FFIType.u64;
+
 // objc_msgSend has to be called with each method's exact C signature, so it is
 // bound once per call shape.
 function loadObjc() {
   const runtime = dlopen(LIBOBJC, {
-    objc_getClass: { args: [FFIType.ptr], returns: FFIType.ptr },
+    objc_getClass: { args: [FFIType.ptr], returns: ID },
     sel_registerName: { args: [FFIType.ptr], returns: FFIType.ptr },
   }).symbols;
   const msgSend = <const Args extends FFIType[], Returns extends FFIType>(args: Args, returns: Returns) =>
-    dlopen(LIBOBJC, { objc_msgSend: { args: [FFIType.ptr, FFIType.ptr, ...args], returns } }).symbols.objc_msgSend;
+    dlopen(LIBOBJC, { objc_msgSend: { args: [ID, FFIType.ptr, ...args], returns } }).symbols.objc_msgSend;
 
   return {
     getClass: (name: string) => runtime.objc_getClass(cString(name)),
     selector: (name: string) => runtime.sel_registerName(cString(name)),
-    send: msgSend([], FFIType.ptr),
+    send: msgSend([], ID),
     sendVoid: msgSend([], FFIType.void),
-    sendObject: msgSend([FFIType.ptr], FFIType.ptr),
-    sendBytes: msgSend([FFIType.ptr, FFIType.u64], FFIType.ptr),
-    sendOnMainThread: msgSend([FFIType.ptr, FFIType.ptr, FFIType.bool], FFIType.void),
+    sendObject: msgSend([ID], ID),
+    sendCString: msgSend([FFIType.ptr], ID),
+    sendBytes: msgSend([FFIType.ptr, FFIType.u64], ID),
+    sendOnMainThread: msgSend([FFIType.ptr, ID, FFIType.bool], FFIType.void),
   };
 }
 

package/src/sources/gloomberb-cloud/normalizers.ts

@@ -1,4 +1,4 @@
-import { futuresGenericListing, futuresGenericPriceBasis } from "../../utils/futures-generic";
+import { futuresListingPriceBasis } from "../../utils/futures-generic";
 import type { TimeRange } from "../../time-series/range";
 import { RANGE_HISTORY_RESOLUTION } from "../../time-series/resolution";
 import type {
@@ -55,6 +55,12 @@ function isImpossiblePreviousClose(
     && previousClose * IMPOSSIBLE_CLOSE_FACTOR < low52w;
 }
 
+/** A quote that says it is something other than a future (an equity, a fund) keeps its own price basis. */
+function isNonFutureType(instrumentType: string | undefined): boolean {
+  const type = instrumentType?.trim().toUpperCase();
+  return !!type && type !== "FUTURE" && type !== "FUTURES" && type !== "FUT";
+}
+
 export function mapQuote(
   quote: CloudQuotePayload,
   providerMeta?: CloudProviderMeta,
@@ -76,12 +82,14 @@ export function mapQuote(
   const changePercent = !impossibleClose && typeof quote.changePercent === "number" && Number.isFinite(quote.changePercent)
     ? quote.changePercent
     : Number.NaN;
-  // A generic future (VX1, TY1) reads in points or 32nds, not dollars.
-  const generic = futuresGenericListing(quote.symbol, quote.listingExchangeName ?? quote.exchangeName);
+  // A generic future (VX1, TY1) reads in points or 32nds, and an index future's
+  // continuous symbol or contract (ES=F, SXOZ26.CME) in points, not dollars.
+  const futuresBasis = isNonFutureType(quote.instrumentType) ? null
+    : futuresListingPriceBasis(quote.symbol, quote.listingExchangeName ?? quote.exchangeName);
   const priceObservation = quote.priceBasis === "nav" ? "nav" : undefined;
   const priceBasis = quote.priceBasis === "nav"
     ? "per-unit"
-    : (generic ? futuresGenericPriceBasis(generic) : null) ?? quote.priceBasis;
+    : futuresBasis ?? quote.priceBasis;
   return withoutUndefinedFields(reconcileQuoteDayRange({
     ...quote,
     priceBasis,
@@ -222,6 +230,7 @@ export function mapPricePoint(
     volume: point.volume,
     ...(point.partial === true ? { partial: true } : {}),
     ...(point.filled === true ? { filled: true } : {}),
+    ...(point.unsettled === true ? { unsettled: true } : {}),
   };
 }
 

package/src/sources/provider-router/batches.ts

@@ -73,7 +73,7 @@ export class ProviderRouterBatchRoutes {
         : isProviderQuoteUsableForCurrentSession(rawCached.value, target.exchange, target.symbol, { recentAnswer: !rawCached.stale }))
         ? rawCached
         : null;
-      if (cached && !forceRefresh && !cached.stale) {
+      if (cached && !forceRefresh && !cached.stale && !options.revalidate) {
         if (brokerSourceKeys.includes(cached.sourceKey)) {
           misses.push({ index, target });
           return;
@@ -81,6 +81,7 @@ export class ProviderRouterBatchRoutes {
         results[index] = { target, quote: cached.value };
         return;
       }
+      // Revalidated, a fresh copy is still what the quote route answers when no source does.
       misses.push({ index, target });
     });
 

package/src/sources/provider-router/cache.ts

@@ -9,6 +9,8 @@ import { brokerContractIdentityKey } from "../../utils/instrument-identity";
 import { providerFinancialsMatchTarget, providerQuoteMatchesTarget } from "./financials";
 
 const MARKET_NAMESPACE = "market";
+/** Quotes and price histories are read on every tick; their eviction order is refreshed at most this often. */
+const HOT_READ_TOUCH_MS = 10 * 60_000;
 // A record written under another version is a miss: bump these instead of
 // repairing older records on read.
 export const FINANCIALS_SCHEMA_VERSION = 13;
@@ -174,6 +176,7 @@ export function listCachedResources<T>(
     sourceKeys,
     allowExpired,
     ...(SCHEMA_VERSIONS[kind] ? { schemaVersion: SCHEMA_VERSIONS[kind] } : {}),
+    ...(kind === "quote" || kind === "price-history" || kind === "price-history-recheck" ? { touchIntervalMs: HOT_READ_TOUCH_MS } : {}),
   }).filter((record) => {
     if (!record.sourceKey.startsWith("provider:") || entityKey.startsWith("contract:")
       || (kind !== "financials" && kind !== "quote")) return true;

package/src/sync/baseline.ts

@@ -3,6 +3,7 @@ import type { SyncBaselineStore } from "./types";
 
 const BASELINE_PLUGIN_ID = "core.sync";
 const BASELINE_KEY = "last-synced-payloads";
+const MEMOS_KEY = "contributor-memos";
 
 /**
  * Persists what this device last pushed so the next pull can tell "the cloud is
@@ -13,20 +14,24 @@ const BASELINE_KEY = "last-synced-payloads";
  * local state, never to discarding it.
  */
 export function createSyncBaselineStore(pluginState: AppPluginStateStorePort): SyncBaselineStore {
+  const load = (key: string) => {
+    try {
+      return pluginState.get<Record<string, unknown>>(BASELINE_PLUGIN_ID, key)?.value ?? null;
+    } catch {
+      return null;
+    }
+  };
+  const save = (key: string, value: Record<string, unknown>) => {
+    try {
+      pluginState.set(BASELINE_PLUGIN_ID, key, value);
+    } catch {
+      // Ignored: a stale baseline or memo only makes the next pull more conservative.
+    }
+  };
   return {
-    load: () => {
-      try {
-        return pluginState.get<Record<string, unknown>>(BASELINE_PLUGIN_ID, BASELINE_KEY)?.value ?? null;
-      } catch {
-        return null;
-      }
-    },
-    save: (payloads) => {
-      try {
-        pluginState.set(BASELINE_PLUGIN_ID, BASELINE_KEY, payloads);
-      } catch {
-        // Ignored: a stale baseline only makes the next pull more conservative.
-      }
-    },
+    load: () => load(BASELINE_KEY),
+    save: (payloads) => save(BASELINE_KEY, payloads),
+    loadMemos: () => load(MEMOS_KEY),
+    saveMemos: (memos) => save(MEMOS_KEY, memos),
   };
 }