gloomberb 0.17.4 → 0.17.6

package/src/plugins/builtin/ticker-detail/headless.ts

@@ -1,6 +1,6 @@
 import { FINANCIAL_VINTAGE_NOTICE, statementHistoryNotes } from "../../../utils/financial-statements";
 import { hasValidQuoteObservationTime } from "../../../market-data/quotes/freshness";
-import { EXTENDED_SESSION_LABELS, getQuoteSessionFields, type ExtendedSession } from "../../../market-data/market/status";
+import { EXTENDED_SESSION_LABELS, getQuoteSessionFields, quoteHeadlineTime, type ExtendedSession } from "../../../market-data/market/status";
 import type { HeadlessPaneColumn, HeadlessPaneDefinition } from "../../../types/headless";
 import type { TimeRange } from "../../../time-series/range";
 import { formatNumber, formatPercentRaw } from "../../../utils/format";
@@ -29,12 +29,16 @@ import {
 import {
   loadHeadlessFinancials, loadHeadlessPriceHistory, loadHeadlessSymbols, resolveHeadlessInstrument,
 } from "../shared/headless-market-data";
-import { barHistoryFreshness, barResolutionFromDates, quoteFreshnessFields, REPORTED_DATA } from "../shared/report-freshness";
+import { barHistoryFreshness, quoteFreshnessFields, REPORTED_DATA } from "../shared/report-freshness";
 import { cleanFloat32Price, historyPriceDecimals } from "../../../cli/history-rows";
 import { historyCoverageNotice } from "../../../sources/history-coverage";
-import { getChartResolutionLabel, isIntradayResolution, type ManualChartResolution } from "../../../time-series/resolution";
+import { getChartResolutionLabel, isIntradayResolution, RANGE_HISTORY_RESOLUTION, type ManualChartResolution } from "../../../time-series/resolution";
+import { DAY_SO_FAR_TEXT, withSessionBar } from "../../../time-series/session-bar";
 import { buildReturnRows, closedMarketNote, type ReturnRange } from "./data-panes/returns-model";
 import { loadReturnSeries } from "./data-panes/returns-history";
+import {
+  formingHistoryBar, HISTORY_DEFAULT_RANGE, historyBarDate, historyBarSize, historyDateHeader, isDailyOrLongerBar, type HistoryBarSize,
+} from "./data-panes/history-bars";
 
 export const financialStatementsHeadless: HeadlessPaneDefinition<"rows"> = {
   ...paneSchemas["financial-analysis-pane"],
@@ -247,7 +251,7 @@ export const quoteComparisonHeadless: HeadlessPaneDefinition<"rows"> = {
         ...(quote.instrumentType ? { instrumentType: quote.instrumentType } : {}),
         ...(quote.priceBasis ? { priceBasis: quote.priceBasis } : {}),
         change, changePercent, ...extended,
-        marketCap: quote.marketCap ?? null, updatedAt: quote.lastUpdated,
+        marketCap: quote.marketCap ?? null, updatedAt: quoteHeadlineTime(quote),
         ...quoteFreshnessFields(quote),
       };
     });
@@ -263,35 +267,86 @@ export const quoteComparisonHeadless: HeadlessPaneDefinition<"rows"> = {
   },
 };
 
+/** The price columns of HP, which `fn HP` prints and exports with the date column of the bars' size. */
+const HISTORY_PRICE_COLUMNS: HeadlessPaneColumn[] = ["open", "high", "low", "close", "volume"].map((key) => ({
+  key, header: key, align: "right" as const,
+  format: (value: unknown) => value == null || !Number.isFinite(Number(value)) ? "-"
+    : key === "volume" ? formatNumber(Number(value), 0)
+    : formatPriceObservation(Number(value), { minimumFractionDigits: 2 }),
+}));
+
+/**
+ * The columns of HP's rows. A day or longer bar is a date and an intraday one a
+ * UTC time. The text table dates a month's bar as the month and marks a bar
+ * whose period runs on (`2026-10 MTD`); the export keeps each bar's own date
+ * and adds a `Partial` column when one is.
+ */
+function historyColumns(size: HistoryBarSize, partial: boolean, text: boolean): HeadlessPaneColumn[] {
+  const daily = isDailyOrLongerBar(size);
+  const date: HeadlessPaneColumn = {
+    key: "date",
+    header: daily ? historyDateHeader(size) ?? "Date" : "Time (UTC)",
+    format: (value, row) => daily
+      ? (text ? historyBarDate(String(value).slice(0, 10), size, row.partial === true) : String(value).slice(0, 10))
+      : String(value).slice(0, 16).replace("T", " "),
+  };
+  const marked: HeadlessPaneColumn[] = partial && !text
+    ? [{ key: "partial", header: "Partial", format: (value) => value === true ? "true" : "" }]
+    : [];
+  return [date, ...HISTORY_PRICE_COLUMNS, ...marked];
+}
+
 export const historicalPricesHeadless: HeadlessPaneDefinition<"rows"> = {
   ...paneSchemas["historical-prices-pane"],
   shape: "rows",
-  description: "Daily OHLCV rows (date, open, high, low, close, volume) for one ticker over a range.",
-  describe: ({ symbols, options }) => `Historical Prices | ${symbols[0]} | ${options.range ?? "ALL"}`,
-  columns: [
-    { key: "date", header: "Date", format: (value) => String(value).slice(0, 10) },
-    ...["open", "high", "low", "close", "volume"].map((key) => ({
-      key, header: key, align: "right" as const,
-      format: (value: unknown) => value == null || !Number.isFinite(Number(value)) ? "-"
-        : key === "volume" ? formatNumber(Number(value), 0)
-        : formatPriceObservation(Number(value), { minimumFractionDigits: 2 }),
-    })),
-  ],
+  description: "OHLCV bars (date, open, high, low, close, volume) for one ticker over a range: daily to start, weekly for 5Y and monthly for ALL. The newest bar is marked partial while its day, week or month runs on; a day's bar then comes from the live quote.",
+  describe: ({ symbols, options }) => `Historical Prices | ${symbols[0]} | ${options.range ?? HISTORY_DEFAULT_RANGE}`,
+  columns: historyColumns("1d", false, false),
   async load({ symbols, options }, ctx) {
     const symbol = symbols[0]!;
-    const range = (options.range ?? "ALL") as TimeRange;
-    const points = await loadHeadlessPriceHistory(ctx, symbol, range);
+    const range = (options.range ?? HISTORY_DEFAULT_RANGE) as TimeRange;
+    // A range of daily or longer bars reaches into the session now trading, whose bar is the quote's (withSessionBar).
+    const { symbol: listing, exchange } = await resolveHeadlessInstrument(ctx, symbol);
+    const [loaded, quote] = await Promise.all([
+      loadHeadlessPriceHistory(ctx, symbol, range),
+      isIntradayResolution(RANGE_HISTORY_RESOLUTION[range]) ? null : ctx.marketData.getQuote(listing, exchange ?? "").catch(() => null),
+    ]);
+    // The venue whose sessions say whether a day, week or month is still running: the key's, or for a bare symbol its quote's.
+    const venue = exchange || quote?.listingExchangeName || quote?.exchangeName || undefined;
+    const now = Date.now();
+    const points = withSessionBar(loaded, quote, { now, venue });
     const rows = points.map((point) => {
       const date = new Date(point.date);
       return {
         date: Number.isFinite(date.getTime()) ? date.toISOString() : String(point.date),
         ...pricePointValues(point),
+        ...(point.partial ? { partial: true } : {}),
       };
     }).sort((left, right) => left.date.localeCompare(right.date));
     const notice = priceHistoryIntegrityNotice(rows.filter((row) => row.integrity).length);
+    const size = historyBarSize(rows.map((row) => Date.parse(row.date)));
+    // A weekly or monthly bar whose period runs on is dated by how far it runs, as `history` dates it.
+    const forming = formingHistoryBar(size, rows.at(-1)?.date, venue, now);
+    const shown = forming ? [...rows.slice(0, -1), { ...rows.at(-1)!, partial: true }] : rows;
+    const marked = shown.some((row) => row.partial === true);
+    // The day's bar built from the quote is not a close; a coin's day in progress, as its source flags it, keeps its line.
+    const dayToDate = points !== loaded && size === "1d" && shown.at(-1)?.partial === true;
     // A bar history: dated by its last bar, stale once bars of its size stop arriving.
-    const freshness = { ...barHistoryFreshness(barResolutionFromDates(rows.map((row) => row.date))), observedKey: "date", oldest: null };
-    return { rows, freshness, ...(notice ? { complete: false } : {}), unavailableSymbols: rows.some((row) => row.close !== null) ? [] : [symbol], metadata: { symbol, range, ...(notice ? { notices: [notice] } : {}) } };
+    const freshness = {
+      ...barHistoryFreshness(isDailyOrLongerBar(size) ? size : null),
+      observedKey: "date", oldest: null,
+      ...(forming ? { periodToDate: forming } : {}),
+      ...(dayToDate ? { basis: "daily bars", note: `the newest bar is ${DAY_SO_FAR_TEXT}`, ...(quote ? { asOf: new Date(quote.lastUpdated).toISOString() } : {}) } : {}),
+    };
+    return {
+      rows: shown,
+      columns: historyColumns(size, marked, false),
+      textColumns: historyColumns(size, marked, true),
+      freshness,
+      ...(notice ? { complete: false } : {}),
+      unavailableSymbols: rows.some((row) => row.close !== null) ? [] : [symbol],
+      metadata: { symbol, range, ...(size === "intraday" ? {} : { interval: size }), ...(notice ? { notices: [notice] } : {}) },
+    };
   },
 };
 
@@ -323,7 +378,7 @@ export const returnsHeadless: HeadlessPaneDefinition<"rows"> = {
     const percent = (value: number | null) => value === null ? null : value * 100;
     const intraday = isIntradayResolution(series.resolution);
     // A daily or longer bar is a trading date; an intraday one its UTC open.
-    const rows = returns.map((row) => ({
+    const unmarked = returns.map((row) => ({
       time: intraday ? new Date(row.timestamp).toISOString() : new Date(row.timestamp).toISOString().slice(0, 10),
       close: rounded(row.price),
       intervalChange: rounded(row.intervalChange),
@@ -332,15 +387,31 @@ export const returnsHeadless: HeadlessPaneDefinition<"rows"> = {
       totalReturnPct: percent(row.cumulativePercent),
       ...(row.inconsistent ? { inconsistent: true } : {}),
     }));
+    // A weekly or monthly bar whose period runs on is the period so far: marked partial, and dated by how far it runs.
+    const forming = formingHistoryBar(series.resolution, unmarked.at(-1)?.time, series.venue || undefined, Date.now());
+    const rows = forming ? [...unmarked.slice(0, -1), { ...unmarked.at(-1)!, partial: true }] : unmarked;
     const price = (value: unknown) => typeof value === "number" && Number.isFinite(value) ? value.toFixed(decimals) : "-";
-    const columns: HeadlessPaneColumn[] = [
-      { key: "time", header: intraday ? "Time (UTC)" : "Date", format: (value) => String(value).slice(0, 16).replace("T", " ") },
+    const figures: HeadlessPaneColumn[] = [
       { key: "close", header: "Price", align: "right", format: price },
       { key: "intervalChange", header: "Int $", align: "right", format: price },
       { key: "intervalReturnPct", header: "Int %", align: "right", format: signedPercentCell },
       { key: "totalChange", header: "Total $", align: "right", format: price },
       { key: "totalReturnPct", header: "Total %", align: "right", format: signedPercentCell },
     ];
+    // The text table dates a month's bar as the month and marks one still running (`2026-10 MTD`); the export keeps the day and says which bar is partial.
+    const timeColumn = (text: boolean): HeadlessPaneColumn => ({
+      key: "time",
+      header: intraday ? "Time (UTC)" : "Date",
+      format: (value, row) => text && !intraday
+        ? historyBarDate(String(value).slice(0, 10), series.resolution, row.partial === true)
+        : String(value).slice(0, 16).replace("T", " "),
+    });
+    const columns: HeadlessPaneColumn[] = [
+      timeColumn(false),
+      ...figures,
+      ...forming ? [{ key: "partial", header: "Partial", format: (value: unknown) => value === true ? "true" : "" }] : [],
+    ];
+    const textColumns: HeadlessPaneColumn[] = [timeColumn(true), ...figures];
     // An interval the range is too long for is served in the nearest longer bar; say so rather than switch silently.
     const notices = [
       series.resolution !== requested
@@ -352,12 +423,14 @@ export const returnsHeadless: HeadlessPaneDefinition<"rows"> = {
     return {
       rows,
       columns,
+      textColumns,
       unavailableSymbols: rows.length ? [] : [key],
       ...(rows.length ? {} : { errors: [`${key}: No bars in this window.`] }),
       freshness: {
         ...barHistoryFreshness(intraday ? null : series.resolution),
         observedKey: "time",
         oldest: null,
+        ...(forming ? { periodToDate: forming } : {}),
         ...(series.venue ? { cadenceExchange: series.venue } : {}),
         // The window ends at the last session while the market is shut, which the status line says.
         ...(series.lastSession ? { note: closedMarketNote(series.lastSession, series.visibleTo) } : {}),

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

@@ -20,7 +20,7 @@ import {
 } from "../../../../market-data/market/format";
 import type { OverviewFunctionLink, PositionTableRow, StatField } from "./types";
 import { getPortfolioPositionMetrics, getPortfolioQuoteDisplay, resolvePortfolioMarketValue, resolvePortfolioPositionPnl, portfolioPnlPercent, signedPositionDirection } from "../../../../portfolio/position-metrics";
-import { liveDividendYield, liveForwardPE, liveMarketCapitalization, liveTrailingPE } from "../../portfolio-list/live-valuation";
+import { liveDividendYield, liveForwardPE, liveMarketCapitalization, liveTrailingPE } from "../../../../market-data/quotes/live-valuation";
 import { atRegularSessionPrice } from "../../../../market-data/quotes/regular-session-valuation";
 import { formatReportedMoney } from "../../../../utils/reported-money";
 import { enterpriseValueCheck, fundamentalsCurrency, fundamentalsEpsCurrency, reportedEnterpriseValue } from "../../../../utils/fundamentals";

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

@@ -44,7 +44,7 @@ import { useFuturesContractTerms } from "./overview/futures-contract";
 import { buildOverviewStats, buildPositionRows, buildProfileFields } from "./overview/model";
 import type { OverviewFunctionLink, StatField } from "./overview/types";
 import { describeFundamentalMarketCap } from "../../../utils/market-capitalization";
-import { liveFiftyTwoWeekRange, liveMarketCapitalization } from "../portfolio-list/live-valuation";
+import { liveFiftyTwoWeekRange, liveMarketCapitalization } from "../../../market-data/quotes/live-valuation";
 import { instrumentTypeLabel } from "../../../tickers/instrument-kind";
 import { ClippedText } from "../../../components/ui/display";
 

package/src/plugins/builtin/world-venue-map/headless.ts

@@ -78,6 +78,21 @@ function layerColumns(layer: GeoLayerInfo): HeadlessPaneColumn[] {
   ];
 }
 
+/**
+ * What a search that finds nothing says. A search outside a one-country layer
+ * finds nothing because the layer has nothing there; ships are found by name,
+ * not by the ticker of the company that runs them, so a ticker that links no
+ * fleet (or a server that links none) gets a name to try.
+ */
+function emptySearchNote(layer: GeoLayerInfo, query: string): string | null {
+  const typed = query.trim();
+  if (!typed) return null;
+  const coverage = layerCoverageNote(layer);
+  if (coverage) return `No ${layer.name.toLowerCase()} match "${typed}". ${coverage}`;
+  if (layer.id === "vessels") return `No ${layer.name.toLowerCase()} match "${typed}"; try a ship-name prefix, such as --query Norwegian.`;
+  return null;
+}
+
 export const mapHeadless = {
   shape: "rows",
   description: "Trading venues with open status and local time, or one map layer's entities (ships, chokepoints, ports, airports, pipelines, fields, terminals) with their fields and linked tickers.",
@@ -126,12 +141,11 @@ export const mapHeadless = {
       lon: row.lon,
       lat: row.lat,
     }));
-    const coverage = layerCoverageNote(layer);
+    const empty = emptySearchNote(layer, query);
     return {
       columns: layerColumns({ ...layer, columns }),
       rows,
-      // A search outside a one-country layer finds nothing because the layer has nothing there.
-      ...(query.trim() && coverage ? { empty: `No ${layer.name.toLowerCase()} match "${query.trim()}". ${coverage}` } : {}),
+      ...(empty ? { empty } : {}),
       freshness: layerFreshness(layer),
       complete: layer.status === "ok",
       errors: layer.status === "unavailable" ? [`${layer.name}: ${layer.statusNote ?? "unavailable"}`] : [],

package/src/plugins/builtin/yield-curve/curves.ts

@@ -73,6 +73,19 @@ export interface CurveData {
   lookbacks: YieldLookbackCurves | null;
   /** Null for the FRED fallback: its spreads follow from the points and look-backs. */
   spreads: CurveSpreadFigure[] | null;
+  /**
+   * FRED `info.source` when these points are the constant-maturity fallback.
+   * Null when that fallback came back without series info. Absent on a stored curve.
+   */
+  seriesSource?: string | null;
+}
+
+function fredSeriesSource(points: readonly YieldPoint[]): string | null {
+  const sources = [...new Set(points.flatMap((point) => {
+    const source = point.source?.trim();
+    return source ? [source] : [];
+  }))];
+  return sources.length ? sources.join(", ") : null;
 }
 
 type CurveClient = Pick<typeof apiClient, "getCloudCurve" | "getCloudYieldCurve" | "getCloudFredSeries">;
@@ -105,7 +118,8 @@ async function loadFredCurve(requestedDate: string, client: CurveClient): Promis
   const points = completeYieldCurve(requestedDate
     ? await loadHistoricalYieldCurve(requestedDate, (id, options) => client.getCloudFredSeries(id, options))
     : await loadYieldCurve(() => client.getCloudYieldCurve()));
-  return { curve: "us", requestedDate, basis: "par", couponsPerYear: 2, points, lookbacks: null, spreads: null };
+  return { curve: "us", requestedDate, basis: "par", couponsPerYear: 2, points, lookbacks: null, spreads: null,
+    seriesSource: fredSeriesSource(points) };
 }
 
 /** The spreads GC shows: the stored curve's, or for FRED's curve its own with no percentile. */

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

@@ -153,20 +153,31 @@ export function createYieldCurveHeadless(
       const compareAsOf = comparePoints ? curveAsOf(comparePoints) : null;
       const compareAt = (maturity: string) => comparePoints?.find((point) => point.maturity === maturity)?.yield ?? null;
       // The stored curve brings its look-backs; the FRED fallback's load after it, and a failure leaves the move blank.
-      const lookbacks = data.lookbacks ?? (session ? await loadLookbacks(session, context).catch(() => ({})) : {});
+      const lookbacks: YieldLookbackCurves = data.lookbacks ?? (session ? await loadLookbacks(session, context).catch(() => ({})) : {});
       const change1d = new Map(yieldTenorRows(points, lookbacks).map((row) => [row.id, row.change1d]));
       const rows = [...points].sort((a, b) => a.maturityYears - b.maturityYears);
       const missing = points.filter((point) => point.yield == null);
       const missingTenors = missing.map((point) => point.maturity);
-      // On a past date a tenor the publisher has no yield for was most likely not issued yet: a note, not an error.
-      const notIssued = requestedDate && missing.length < points.length ? missing.filter((point) => !point.error).map((point) => point.maturity) : [];
-      const unavailable = missingTenors.filter((maturity) => !notIssued.includes(maturity));
+      // A blank on a past date is not evidence the tenor was unissued. Leave the cell empty.
+      const pastBlanks = requestedDate && missing.length < points.length
+        ? missing.filter((point) => !point.error).map((point) => point.maturity) : [];
+      const unavailable = missingTenors.filter((maturity) => !pastBlanks.includes(maturity));
       const spreads = curveSpreadFigures(data, lookbacks);
       const spread = (id: string) => bp(spreads.find((entry) => entry.id === id)?.value ?? null);
       const twosTens = spread("2s10s");
+      const fredNames = new Set<string>();
+      for (const curvePoints of [points, ...Object.values(lookbacks)]) {
+        for (const point of curvePoints ?? []) {
+          const source = point.source?.trim();
+          if (source) fredNames.add(source);
+        }
+      }
+      const seriesSource = fredNames.size > 0 ? [...fredNames].join(", ")
+        : data.seriesSource ? data.seriesSource
+        : data.seriesSource === null ? "FRED" : CURVE_PUBLISHERS[curve];
       return {
-        // Each curve is its official publisher's daily close; a past date is a historical curve, not a feed.
-        freshness: { source: CURVE_PUBLISHERS[curve], status: "not-a-feed", tradingDayMarket: CURVE_MARKETS[curve],
+        // A stored curve cites its publisher. FRED's fallback cites info.source, not that publisher.
+        freshness: { source: seriesSource, status: "not-a-feed", tradingDayMarket: CURVE_MARKETS[curve],
           ...(requestedDate ? { basis: "historical curve" } : { basis: "daily curve", cadence: "daily" }) },
         ...(comparePoints ? { columns: compareColumns(compareAsOf) } : {}),
         rows: rows.map((point) => {
@@ -180,7 +191,6 @@ export function createYieldCurveHeadless(
               : {}),
           };
         }),
-        ...(notIssued.length ? { notes: [`Not issued then: ${notIssued.join(", ")}`] } : {}),
         errors: [
           ...yieldCurveErrors(points),
           ...(unavailable.length ? [`Tenors unavailable: ${unavailable.join(", ")}`] : []),

package/src/plugins/builtin/yield-curve/history.ts

@@ -88,11 +88,13 @@ function curveOnOrBefore(results: readonly PromiseSettledResult<TreasurySeriesRe
     const result = results[index]!;
     const data = result.status === "fulfilled" ? result.value : null;
     const point = data?.observations.find((entry) => entry.date === asOf);
+    const source = data?.payload.info?.source?.trim();
     return {
       maturity,
       maturityYears: years,
       yield: point?.value ?? null,
       asOf: point ? asOf : null,
+      ...(source ? { source } : {}),
       stale: data?.payload.stale ?? false,
       fetchedAt: data?.payload.fetchedAt,
       error: result.status === "rejected"

package/src/plugins/builtin/yield-curve/index.tsx

@@ -30,7 +30,7 @@ import {
   compareDate, curveIdOf, CURVE_OPTIONS, curveSpreadFigures, loadComparePoints, loadCurveData, parseCompareInput,
   parseCurveArgument, type CurveId,
 } from "./curves";
-import { forwardCurve } from "./forward";
+import { forwardCurve, type CurveBasis } from "./forward";
 import { loadYieldCurveLookbacks, yieldCurveDate } from "./history";
 import { curveAsOf, isYieldObservationDate, type YieldPoint, yieldCurveErrors } from "./treasury-data";
 import { loadWorldRows, type WorldRow } from "./world";
@@ -38,15 +38,17 @@ import { loadWorldRows, type WorldRow } from "./world";
 type GcTab = "curve" | "world";
 const TABS = [{ label: "Curve", value: "curve" }, { label: "World", value: "world" }];
 const EMPTY_POINTS: YieldPoint[] = [];
-/** What each curve plots, in the legend's first words. */
-const CAPTIONS: Partial<Record<CurveId, string>> = {
-  "us-real": "Real yield % by maturity",
-  "us-breakeven": "Breakeven % by maturity",
-  gb: "Zero-coupon yield % by maturity",
+/** Axis word for the loaded curve's basis. */
+const BASIS_LABEL: Record<CurveBasis, string> = {
+  par: "Par yield",
+  zero: "Zero rate",
+  benchmark: "Benchmark yield",
+  spread: "Spread",
 };
-const YIELD_CAPTION = "Yield % by maturity";
-/** A breakeven is not a yield, so its curve and column say what it is. */
-const valueName = (curve: CurveId) => curve === "us-breakeven" ? "Breakeven" : "Yield";
+const basisText = (basis: CurveBasis | undefined): string | null => basis ? BASIS_LABEL[basis] : null;
+/** TIPS par yields are real yields, and the breakeven curve is the spread readers call a breakeven. */
+const CURVE_LEVEL: Partial<Record<CurveId, string>> = { "us-real": "Real par yield", "us-breakeven": "Breakeven" };
+const curveLevel = (curve: CurveId, basis: CurveBasis | undefined): string | null => CURVE_LEVEL[curve] ?? basisText(basis);
 const TENOR: DataTableColumn = { id: "tenor", label: "Tenor", width: 7, align: "left" };
 const YIELD: DataTableColumn = { id: "yield", label: "Yield", width: 8, align: "right" };
 const CHANGE_1D: DataTableColumn = { id: "change1d", label: "1D chg", width: 8, align: "right" };
@@ -268,29 +270,31 @@ function CurveTab({ curve, onCurveChange, focused, width, height }: {
   useChartTableSelection({ rows, getId: tenorKey, getDate: tenorPosition, selectedId, onSelect: setSelectedTenor,
     focused: focused && !editing });
   const compareName = curveLookbackLabel(compareLabel);
+  const level = curveLevel(curve, current?.basis);
+  const levelName = level ?? "Yield";
   const series = useMemo(() => differenceView
     ? [yieldDifferenceSeries(rows, compareName, { positive: colors.positive, negative: colors.negative })]
     : yieldCurveChartSeries(points, lookbackCurves,
       { current: colors.positive, ghosts: curveGhostColors(colors), compare: colors.warning, forward: colors.borderFocused },
-      { compare: comparing ? { label: compareLabel, points: comparePoints ?? [] } : null, forward, label: valueName(curve) }),
-  [colors, compareLabel, compareName, comparePoints, comparing, curve, differenceView, forward, lookbackCurves, points, rows]);
+      { compare: comparing ? { label: compareLabel, points: comparePoints ?? [] } : null, forward, label: levelName }),
+  [colors, compareLabel, compareName, comparePoints, comparing, differenceView, forward, levelName, lookbackCurves, points, rows]);
   // Mixed tenor dates still draw the curve: the As of column and the footer
   // warning say which tenors differ.
   const mixedDates = new Set(rows.flatMap((row) => row.yield == null ? [] : [row.asOf])).size > 1;
   const columns = useMemo<DataTableColumn[]>(() => [
-    TENOR, curve === "us-breakeven" ? { ...YIELD, label: valueName(curve), width: 10 } : YIELD,
+    TENOR, { ...YIELD, label: levelName, width: Math.max(8, levelName.length) },
     ...(comparing
       ? [{ id: "compare", label: compareName || "vs", width: Math.max(8, compareName.length + 1), align: "right" as const },
         { id: "changeCompare", label: "Chg", width: 8, align: "right" as const }, CHANGE_1D]
       : LOOKBACK_COLUMNS),
     ...(forward.length ? [FORWARD] : []),
     ...(mixedDates ? [AS_OF_COLUMN] : []),
-  ], [compareName, comparing, curve, forward.length, mixedDates]);
-  const caption = differenceView ? `Change vs ${compareName}` : CAPTIONS[curve] ?? YIELD_CAPTION;
+  ], [compareName, comparing, forward.length, levelName, mixedDates]);
+  const caption = differenceView ? `Change vs ${compareName}` : level ? `${level} % by maturity` : "Yield % by maturity";
   const formatValue = differenceView ? formatBp : formatYield;
   // The strip's label shares its row with the curve's shape and the point. A
   // curve with fewer than two yields has neither, so the tenors take the band.
-  const strip = curveStrip(series, formatValue, { caption: differenceView ? "Change" : "Yield %", selectedPointId: selectedId });
+  const strip = curveStrip(series, formatValue, { caption: differenceView ? "Change" : level ? `${level} %` : "Yield %", selectedPointId: selectedId });
   const renderCell = useCallback((row: YieldTenorRow, column: DataTableColumn) => {
     if (column.id === "tenor") return { text: row.id };
     if (column.id === "asOf") return { text: row.asOf ?? "--", color: colors.textMuted };
@@ -403,7 +407,8 @@ function WorldTab({ onOpen, focused, width, height }: {
     points: row.points.filter((point) => point.years > 0)
       .map((point) => ({ id: point.tenor, label: point.tenor, x: point.years, value: point.yield })),
   })), [rows, selectedId]);
-  const strip = curveStrip(series, formatYield, { caption: "Yield %" });
+  const level = basisText(rows.find((row) => row.id === selectedId)?.basis);
+  const strip = curveStrip(series, formatYield, { caption: level ? `${level} %` : "Yield %" });
   const renderCell = useCallback((row: WorldRow, column: DataTableColumn) => {
     if (column.id === "market") return { text: row.market };
     if (column.id === "asOf") return { text: row.asOf, color: colors.textMuted };
@@ -428,9 +433,9 @@ function WorldTab({ onOpen, focused, width, height }: {
         rootBefore={<ChartTableHeader width={width} height={height} tableRows={rows.length} tableColumns={WORLD_COLUMNS}
           chart={strip ? {
             render: (size) => <CurveSurface series={series} width={size.width} height={size.height} display="chart"
-              caption={YIELD_CAPTION} xScale="log" formatValue={formatYield} formatChange={formatYieldChange}
+              caption={level ? `${level} % by maturity` : "Yield % by maturity"} xScale="log" formatValue={formatYield} formatChange={formatYieldChange}
               formatAxisValue={formatPercentAxis} primarySeriesId={selectedId ?? undefined} />,
-            minRows: curveSurfaceMinRows({ series, width, caption: YIELD_CAPTION }),
+            minRows: curveSurfaceMinRows({ series, width, caption: level ? `${level} % by maturity` : "Yield % by maturity" }),
             strip,
           } : null} />}
       />

package/src/plugins/builtin/yield-curve/series.ts

@@ -5,20 +5,26 @@ import type { SeriesDefinition } from "../../../series/types";
 import { unavailableOnServer } from "../shared/cloud-resource";
 import { TREASURY_MATURITIES } from "./treasury-data";
 
-/** Each Treasury constant maturity the curve draws, as `UST:10Y`. */
+/**
+ * FRED constant-maturity yields, charted as `UST:10Y` (DGS10). These ids stay
+ * on that series. The curve pane plots the Treasury par curve, below.
+ */
 export const TREASURY_SERIES: readonly SeriesDefinition[] = TREASURY_MATURITIES.map((entry) => ({
   id: `ust:${entry.maturity}`,
-  name: `${entry.maturity} Treasury yield`,
+  name: `${entry.maturity} Treasury constant maturity`,
+  description: `FRED ${entry.seriesId}, the constant-maturity yield, not the Treasury par curve.`,
   unit: "%",
   frequency: "daily",
   group: "Rates",
-  tags: ["treasury", "yield curve", entry.seriesId],
-  publisher: "FRED",
+  tags: ["treasury", "yield curve", "constant maturity", entry.seriesId],
+  publisher: "U.S. Treasury",
   url: fredSeriesUrl(entry.seriesId),
   expression: `UST:${entry.maturity}`,
 }));
 
 /** The government curves stored beside the Treasury's, with the tenors each publisher prints. */
+const BILL_TENORS = new Set(["1M", "3M", "6M", "1Y"]);
+
 const CURVES: ReadonlyArray<{
   curve: CloudCurveId;
   name: (tenor: string) => string;
@@ -26,6 +32,11 @@ const CURVES: ReadonlyArray<{
   tags: readonly string[];
   tenors: readonly string[];
 }> = [
+  {
+    curve: "us", publisher: "U.S. Treasury", tags: ["Treasury", "par yield", "UST"],
+    name: (tenor) => `US Treasury ${tenor} par yield`,
+    tenors: ["1M", "6W", "2M", "3M", "4M", "6M", "1Y", "2Y", "3Y", "5Y", "7Y", "10Y", "20Y", "30Y"],
+  },
   {
     curve: "de", publisher: "Bundesbank", tags: ["Germany", "Bund", "euro"],
     name: (tenor) => `Germany ${tenor} Bund yield`,
@@ -42,8 +53,8 @@ const CURVES: ReadonlyArray<{
     tenors: ["1Y", "2Y", "3Y", "4Y", "5Y", "6Y", "7Y", "8Y", "9Y", "10Y", "15Y", "20Y", "25Y", "30Y", "40Y"],
   },
   {
-    curve: "ca", publisher: "Bank of Canada", tags: ["Canada", "benchmark"],
-    name: (tenor) => `Canada ${tenor} benchmark yield`,
+    curve: "ca", publisher: "Bank of Canada", tags: ["Canada", "benchmark", "bill"],
+    name: (tenor) => BILL_TENORS.has(tenor) ? `Canada ${tenor} Treasury bill yield` : `Canada ${tenor} benchmark yield`,
     tenors: ["1M", "3M", "6M", "1Y", "2Y", "3Y", "5Y", "7Y", "10Y", "30Y"],
   },
   {
@@ -52,15 +63,14 @@ const CURVES: ReadonlyArray<{
     tenors: ["3M", "6M", "1Y", "2Y", "3Y", "5Y", "7Y", "10Y", "15Y", "20Y", "30Y"],
   },
   {
-    // FRED lists the 5Y and 10Y; the curve has the rest.
     curve: "us-real", publisher: "U.S. Treasury", tags: ["TIPS", "real yield", "treasury"],
     name: (tenor) => `${tenor} TIPS real yield`,
-    tenors: ["7Y", "20Y", "30Y"],
+    tenors: ["5Y", "7Y", "10Y", "20Y", "30Y"],
   },
   {
     curve: "us-breakeven", publisher: "U.S. Treasury", tags: ["breakeven", "inflation expectations", "treasury"],
     name: (tenor) => `${tenor} breakeven inflation (nominal less TIPS)`,
-    tenors: ["7Y", "20Y", "30Y"],
+    tenors: ["5Y", "7Y", "10Y", "20Y", "30Y"],
   },
 ];
 

package/src/plugins/builtin/yield-curve/treasury-data.ts

@@ -4,6 +4,8 @@ export interface YieldPoint {
   maturity: string;      // "1M", "3M", "6M", "1Y", "2Y", "3Y", "5Y", "7Y", "10Y", "20Y", "30Y"
   maturityYears: number; // 0.083, 0.25, 0.5, 1, 2, 3, 5, 7, 10, 20, 30
   yield: number | null;  // percent, e.g., 4.29
+  /** FRED `info.source` when this point came from a FRED series. Absent on a stored curve. */
+  source?: string;
   asOf?: string | null;  // FRED observation date, absent on older servers
   stale?: boolean;
   fetchedAt?: string;

package/src/plugins/builtin/yield-curve/world.ts

@@ -1,6 +1,7 @@
 import { apiClient } from "../../../api-client";
 import type { CloudCurvePoint, CloudWorldCurves } from "../../../api-client/yield-curves";
 import { isCurveId, type CurveId } from "./curves";
+import type { CurveBasis } from "./forward";
 
 export interface WorldRow {
   id: CurveId;
@@ -17,6 +18,8 @@ export interface WorldRow {
   thirtyYearChange: number | null;
   /** 10Y minus 2Y. */
   twosTens: number | null;
+  /** The basis the publisher printed: par, zero, benchmark, or spread. */
+  basis: CurveBasis;
   twosTensChange: number | null;
   /** The whole latest curve, for the chart. */
   points: CloudCurvePoint[];
@@ -43,6 +46,7 @@ function worldRows(payload: CloudWorldCurves): WorldRow[] {
       twoYearChange: minus(now("2Y"), before("2Y")), tenYearChange: minus(now("10Y"), before("10Y")),
       thirtyYearChange: minus(now("30Y"), before("30Y")),
       twosTens, twosTensChange: minus(twosTens, minus(before("10Y"), before("2Y"))),
+      basis: entry.curve.basis,
       points: entry.points,
     }];
   });

package/src/plugins/registry/host-actions.ts

@@ -44,6 +44,8 @@ export interface PluginHostActions {
   /** `options.fieldKey` starts the cursor on that setting, as a setting picked in the command bar does. */
   openPaneSettings(paneId?: string, options?: { fieldKey?: string }): void;
   sharePane(paneId?: string): void;
+  /** Report a Bug for a pane (the focused one when omitted): its picture and a line, posted to #bugs. Not on the plugin API. */
+  reportPaneBug(paneId?: string): void;
   /**
    * A picture of a pane (the focused one when omitted) as it looks now, its
    * footer reading as a dated status line. Not on the plugin API.
@@ -114,6 +116,7 @@ export function createDefaultHostActions(current?: () => Pick<PluginHostActions,
     openBuiltInWorkflow: () => {},
     openPaneSettings: () => {},
     sharePane: () => {},
+    reportPaneBug: () => {},
     capturePaneImage: async () => { throw new Error("Pictures of panes are not available here."); },
     promptDialog: async () => undefined,
     openWindowMode: () => {},

package/src/{plugins/builtin/portfolio-list → portfolio}/mutations.ts

@@ -1,9 +1,9 @@
-import type { AppConfig } from "../../../types/config";
-import type { Portfolio, PortfolioCash, TickerPosition, TickerRecord, Watchlist } from "../../../types/ticker";
-import { resolveCurrencyUnit } from "../../../utils/currency-units";
-import { slugifyName } from "../../../utils/slugify";
-import { parseCollectionRef } from "../../../team/collections";
-import { findNamedCollection } from "../../../portfolio/collection-name";
+import type { AppConfig } from "../types/config";
+import type { Portfolio, PortfolioCash, TickerPosition, TickerRecord, Watchlist } from "../types/ticker";
+import { resolveCurrencyUnit } from "../utils/currency-units";
+import { slugifyName } from "../utils/slugify";
+import { parseCollectionRef } from "../team/collections";
+import { findNamedCollection } from "./collection-name";
 
 export interface DeleteWatchlistResult {
   config: AppConfig;