gloomberb 0.17.6 → 0.18.0

package/src/plugins/builtin/company-kpis/index.tsx

@@ -11,9 +11,9 @@ export const companyKpisModule: PluginModule = {
   dispose() { companyKpisCache.reset(); },
   panes: [
     { id: "company-kpis", name: "Company KPIs", icon: "K", component: CompanyKpisPane, defaultPosition: "right", defaultMode: "floating",
-      defaultFloatingSize: { width: 130, height: 30 }, tickerFollower: true, tableExport: true, headless: kpisHeadless },
+      defaultFloatingSize: { width: 130, height: 30 }, tickerFollower: true, instruments: ["equity"], tableExport: true, headless: kpisHeadless },
     { id: "company-guidance", name: "Company Guidance", icon: "G", component: CompanyGuidancePane, defaultPosition: "right", defaultMode: "floating",
-      defaultFloatingSize: { width: 130, height: 30 }, tickerFollower: true, tableExport: true, headless: guidanceHeadless },
+      defaultFloatingSize: { width: 130, height: 30 }, tickerFollower: true, instruments: ["equity"], tableExport: true, headless: guidanceHeadless },
   ],
   paneTemplates: [
     { ...createTickerSurfacePaneTemplate({ id: "company-kpis-pane", paneId: "company-kpis", label: "Company KPIs", shortcut: "KPIS",

package/src/plugins/builtin/company-kpis/pane.tsx

@@ -9,6 +9,7 @@ import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
 import { useAsyncResource, useAutoRefresh, usePaneSettingValue, usePluginAppActions, usePluginPaneState } from "../../../public/react";
 import { usePaneTickerIdentity } from "../../../state/hooks/pane-ticker";
 import { useThemeColors } from "../../../theme/theme-context";
+import { quoteBlockStyle } from "../../../components/ui/quote";
 import type { PaneProps } from "../../../types/plugin";
 import { Box, Text, useRendererHost, useUiCapabilities, type ScrollBoxRenderable } from "../../../ui";
 import { SignInWall } from "../cloud/auth-actions";
@@ -31,8 +32,10 @@ const getId = (item: Item) => item.id;
 const isNote = (item: Item) => "note" in item && !!item.note;
 function DisclosureEvidence({ row, sourceId, onSource, width }: { row: CompanyRow; sourceId: string | null; onSource: (id: string) => void; width: number }) {
   const colors = useThemeColors();
+  const desktop = useUiCapabilities().nativePaneChrome === true;
   const evidence = row.evidence.find((entry) => entry.id === sourceId) ?? row.evidence[0]!;
-  return <Box flexDirection="column" paddingX={1}>
+  // The desktop's detail body already holds the pane's inset.
+  return <Box flexDirection="column" paddingX={desktop ? 0 : 1}>
     {row.evidence.length > 1 ? <QueryBar width={Math.max(1, width - 4)} filters={[{ id: "source", label: "Document", value: evidence.id,
       options: row.evidence.map((entry) => ({ value: entry.id, label: `${entry.publishedAt.slice(0, 10)} · ${entry.title}` })), onChange: onSource }]} /> : null}
     <KeyValueRow label="Value" value={isGuidance(row) ? rangeText(row) : observationValue(row)} detail={row.currency || row.unit === "volume" || row.unit === "count" ? unitLabel(row) : undefined} labelWidth={18} />
@@ -53,7 +56,10 @@ function DisclosureEvidence({ row, sourceId, onSource, width }: { row: CompanyRo
       <KeyValueRow label="Document" value={evidence.title} labelWidth={18} />
       <KeyValueRow label="Published" value={evidence.publishedAt.slice(0, 10)} detail={`${evidence.country} · ${evidence.language}`} labelWidth={18} />
       <KeyValueRow label="Confidence" value={`${Math.round(evidence.confidence * 100)}%`} detail={evidence.quoteMatchMode === "exact" ? "Exact text match" : "Normalized text match"} labelWidth={18} />
-      <Box paddingY={1}><Text fg={colors.textBright}>{evidence.quote}</Text></Box>
+      {/* The filing's own words: on the desktop, the quote block. */}
+      {desktop
+        ? <Box marginY={1} style={quoteBlockStyle()}><Text fg={colors.textBright} wrapText>{evidence.quote}</Text></Box>
+        : <Box paddingY={1}><Text fg={colors.textBright}>{evidence.quote}</Text></Box>}
       <Text fg={colors.textDim}>{evidence.url}</Text>
     </Box>
   </Box>;
@@ -179,7 +185,7 @@ function CompanyView({ symbol, exchange, name, mode, width, height, focused }: P
     data?.truncated && data.access === "full" ? "The response reached its stored-record limit. Narrow the metric or date range in a CLI or REST query." : null,
     data?.coverage.conflicts ? "Conflicting disclosures are retained in Evidence and excluded from comparable trends." : null].filter((value): value is string => !!value) });
   if (!symbol) return <EmptyState title="Select a ticker." />;
-  if (!data && isCloudSessionRequired(resource.error)) return <SignInWall placement="company-kpis-signin" action="view company KPIs and guidance" needsVerification={session.needsVerification} />;
+  if (!data && isCloudSessionRequired(resource.error)) return <SignInWall placement="company-kpis-signin" action={mode === "guidance" ? "view company guidance" : "view company KPIs"} needsVerification={session.needsVerification} />;
   const bodyHeight = Math.max(3, height - tabRows);
   const query = <QueryBar width={width} filters={[{ id: "metric", label: "Metric", value: metric, defaultValue: "all", options: metricOptions,
     onChange: (value: string) => { setMetric(value); setSelected(null); setOpen(null); } }, ...(tab === "chart" && plotOptions.length ? [{ id: "series", label: "Series", value: activePlot,

package/src/plugins/builtin/congress-trades/headless.ts

@@ -20,6 +20,7 @@ import {
   tradeAssetLabel,
 } from "./model";
 import type { CloudCongressHouseParams } from "../../../api-client/paths";
+import { REPORT_PAGE, REPORT_ROWS } from "../shared/headless-options";
 
 const TRADE_COLUMNS: HeadlessPaneColumn[] = [
   { key: "filingDate", header: "Filed", format: (value) => formatShortDate(typeof value === "string" ? value : null, FILING_DAY_FORMAT) },
@@ -99,6 +100,16 @@ const defaultDependencies: CongressHeadlessDependencies = {
   }, ctx.apiClient, ctx.signal),
 };
 
+/** The filter bar's state for the filters asked for, as the pane stores it: "all" and a zero minimum are no filter. Null when none was. */
+function shotFilters(options: HeadlessPaneLoadArgs["options"], given: ReadonlySet<string>): Record<string, string | number> | null {
+  const keys = ["chamber", "side", "owner", "assetType", "minAmount"].filter((key) => given.has(key));
+  if (!keys.length) return null;
+  return Object.fromEntries(keys.flatMap((key) => {
+    const value = options[key];
+    return value === "all" || (key === "minAmount" && !Number(value)) ? [] : [[key, key === "minAmount" ? Number(value) : String(value)]];
+  }));
+}
+
 export function createCongressHeadless(
   dependencies: CongressHeadlessDependencies = defaultDependencies,
 ): HeadlessPaneDefinition<"rows"> {
@@ -112,8 +123,8 @@ export function createCongressHeadless(
     },
     options: [
       { key: "chamber", description: "House, Senate, or both merged by filing date.", type: "enum", defaultValue: "all", values: ["all", "house", "senate"].map((value) => ({ value })) },
-      { key: "offset", description: "Trade offset within the filing window.", type: "integer", defaultValue: 0, minimum: 0 },
-      { key: "filingOffset", description: "Offset into the year's filing index.", type: "integer", defaultValue: 0, minimum: 0 },
+      { key: "offset", shot: REPORT_PAGE, description: "Trade offset within the filing window.", type: "integer", defaultValue: 0, minimum: 0 },
+      { key: "filingOffset", shot: REPORT_PAGE, description: "Offset into the year's filing index.", type: "integer", defaultValue: 0, minimum: 0 },
       {
         key: "tab",
         description: "Congress pane tab.",
@@ -124,6 +135,7 @@ export function createCongressHeadless(
       },
       {
         key: "year",
+        shot: { reportOnly: "reads one disclosure year, and the pane opens on the latest" },
         description: "Disclosure year.",
         type: "integer",
         defaultValue: new Date().getUTCFullYear(),
@@ -132,6 +144,7 @@ export function createCongressHeadless(
       },
       {
         key: "limit",
+        shot: REPORT_ROWS,
         aliases: ["count", "rows"],
         description: "Maximum rows.",
         type: "integer",
@@ -145,6 +158,14 @@ export function createCongressHeadless(
       { key: "minAmount", description: "Minimum disclosed lower dollar bound.", type: "integer", defaultValue: 0, minimum: 0 },
     ],
     describe: (args) => `Congress Trades | ${args.options.tab === "members" ? "Members" : args.options.tab === "tickers" ? "Tickers" : "Trades"}`,
+    // A ticker's pane lists its trades only. The filters are the pane's filter bar, kept apart for a ticker's pane.
+    shotState: (args, _load, given) => {
+      if (args.symbols.length && args.options.tab !== "trades") {
+        throw new Error(`The Congress pane for one ticker lists its trades only. Drop --tab ${args.options.tab} or ${args.symbols[0]} from shot, or run the report: gloomberb fn CG ${args.symbols[0]} --tab ${args.options.tab}`);
+      }
+      const filters = shotFilters(args.options, given);
+      return filters ? { pluginState: { "gloomberb-cloud": { [`${args.symbols.length ? "congressTicker." : ""}filters`]: filters } } } : {};
+    },
     async load(args, ctx) {
       const payload = await dependencies.loadHouse(args, ctx);
       const limit = Number(args.options.limit);

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

@@ -5,6 +5,7 @@ import {
   QueryBar,
   StatGrid,
   statGridRows,
+  usePaneFooter,
   usePaneNoticeFooter,
   usePaneStatusFooter,
   type CompositeAxisDomain,
@@ -54,36 +55,18 @@ export {
   buildRelationshipGraphSettingsDef
 } from "./model";
 
-type RelationshipGraphShortcut =
-  | "range"
-  | "window"
-  | "correlation"
-  | "regression"
-  | { 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. Plain `r` is the pane refresh key.
+ * 1-6 pick a range. [t]ime range cycles, [p]eriod cycles the correlation
+ * window, [c]orr and [f]it toggle their panels: footer keys, bound but not
+ * drawn, since the query bar shows all four, and a chart's own `p` gives way
+ * to them. Plain `r` is the pane refresh key.
  */
-function resolveRelationshipGraphShortcut(
+function resolveRelationshipRangeKey(
   event: Pick<KeyEventLike, "name" | "key" | "ctrl" | "shift" | "alt" | "meta" | "super">,
-): RelationshipGraphShortcut | null {
+): RelationshipRange | null {
   if (event.ctrl || event.shift || event.alt || event.meta || event.super) return null;
-
-  const key = (event.name ?? event.key ?? "").toLowerCase();
-  switch (key) {
-    case "t":
-      return "range";
-    case "p":
-      return "window";
-    case "c":
-      return "correlation";
-    case "f":
-      return "regression";
-  }
-  const range = /^[1-9]$/.test(key) ? RELATIONSHIP_RANGES[Number(key) - 1] : undefined;
-  return range ? { range } : null;
+  const key = event.name ?? event.key ?? "";
+  return (/^[1-9]$/.test(key) ? RELATIONSHIP_RANGES[Number(key) - 1] : undefined) ?? null;
 }
 
 const RANGE_OPTIONS = RELATIONSHIP_RANGES.map((range, index) => ({ label: range, value: range, hint: String(index + 1) }));
@@ -238,29 +221,18 @@ export function RelationshipGraphPane({ focused, width, height }: PaneProps) {
       event.stopPropagation();
       return;
     }
-    const shortcut = resolveRelationshipGraphShortcut(event);
-    if (!shortcut) return;
+    const range = resolveRelationshipRangeKey(event);
+    if (!range) return;
     event.preventDefault();
     event.stopPropagation();
-    if (typeof shortcut === "object") {
-      setRange(shortcut.range);
-      return;
-    }
-    switch (shortcut) {
-      case "range":
-        cycleRange();
-        return;
-      case "window":
-        cycleWindow();
-        return;
-      case "correlation":
-        toggleCorrelation();
-        return;
-      case "regression":
-        toggleRegression();
-        return;
-    }
+    setRange(range);
   });
+  usePaneFooter("relationship-keys", () => ({ keys: [
+    { id: "range", key: "t", label: "ime range", onPress: cycleRange },
+    { id: "window", key: "p", label: "eriod", title: "Correlation Window", onPress: cycleWindow },
+    { id: "correlation", key: "c", label: "orr", onPress: toggleCorrelation },
+    { id: "regression", key: "f", label: "it", onPress: toggleRegression },
+  ] }), [cycleRange, cycleWindow, toggleCorrelation, toggleRegression]);
 
   usePaneNoticeFooter({
     registrationId: "relationship-warnings", focused,

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

@@ -2,6 +2,7 @@ import type { CotClass, CotClassSummary } from "../../../api-client/cot";
 import type { HeadlessPaneColumn, HeadlessPaneDefinition } from "../../../types/plugin";
 import { fetchCotBoard, fetchCotContract } from "./client";
 import { COT_MAJOR_CODES, COT_SCOPES, cotClass, cotContractCode, cotInteger, cotMarketName, cotScope, cotUnknownMarketMessage } from "./model";
+import { COMMODITIES_VIEW_STATE } from "../commodities-energy/view-state";
 
 const camelClass = (id: CotClass) => id.replace(/-(\w)/g, (_match, letter: string) => letter.toUpperCase());
 const rounded = (value: number | null, digits: number) => value == null ? null : Number(value.toFixed(digits));
@@ -30,8 +31,10 @@ export const cotHeadless: HeadlessPaneDefinition<"bundle"> = {
   freshness: { source: "CFTC", status: "not-a-feed", basis: "weekly report", maxAgeMinutes: 14 * 24 * 60 },
   argument: { kind: "free-text", optional: true, placeholder: "code or root", description: "CFTC market code or verified futures root; omit for the extremes board." },
   options: [{ key: "report", type: "enum", values: [{ value: "legacy" }, { value: "disaggregated" }], defaultValue: "legacy", description: "CFTC report family." },
-    { key: "traderClass", type: "enum", values: ["noncommercial", "commercial", "producer", "swap", "managed-money", "other-reportable", "nonreportable"].map((value) => ({ value })), description: "Trader class for the extremes board; defaults by report family." },
-    { key: "scope", type: "enum", values: COT_SCOPES.map(({ value }) => ({ value })), defaultValue: "major", description: "Markets on the extremes board, as in the pane." }],
+    { key: "traderClass", type: "enum", values: ["noncommercial", "commercial", "producer", "swap", "managed-money", "other-reportable", "nonreportable"].map((value) => ({ value })), description: "Trader class for the extremes board; defaults by report family.",
+      pluginState: { pluginId: COMMODITIES_VIEW_STATE.cot, key: "class" } },
+    { key: "scope", type: "enum", values: COT_SCOPES.map(({ value }) => ({ value })), defaultValue: "major", description: "Markets on the extremes board, as in the pane.",
+      pluginState: { pluginId: COMMODITIES_VIEW_STATE.cot, key: "scope" } }],
   discovery: { aliases: ["COT", "CFTC"], dataRequirements: ["Gloom Cloud CFTC history"], limitations: ["Futures-only positions aggregate all maturities.", "Legacy and disaggregated classes differ.", "Observation date is not publication date.", "Some markets have short or suppressed histories."] },
   describe: "CFTC positioning",
   async load(args, ctx) {

package/src/plugins/builtin/credit-boards/cdx-pane.tsx

@@ -20,13 +20,17 @@ import type { PaneProps } from "../../../types/plugin";
 import { formatPercentileRank } from "../../../utils/format";
 import { usePluginPaneState } from "../../runtime";
 import { formatAsOf } from "../cds/model";
+import { FIXED_INCOME_PANE_ID } from "../fixed-income/model";
+import { useCommandValue } from "../shared/command-tab";
 import { getCachedCdxBoard, loadCdxBoard } from "./client";
 import {
   axisFormatter,
   cdxRows,
+  findIndex,
   formatContract,
   formatLevel,
   formatMove,
+  partialDayText,
   type CdxRow,
 } from "./model";
 
@@ -59,16 +63,22 @@ function HistoryChart({ row, width, height, focused }: { row: CdxRow; width: num
 }
 
 function IndexDetail({ row, width, height, focused }: { row: CdxRow; width: number; height: number; focused: boolean }) {
-  const { index, year } = row;
+  const { index, year, day } = row;
+  // While today trades the moves run to the last complete day, which the 1D says.
+  const through = day.partial && day.changeDate ? `to ${day.changeDate}` : undefined;
   const items: StatItem[] = [
     { id: "level", label: index.quote === "spread" ? "5Y spread" : "5Y price", value: formatLevel(index.quote, index.level),
       detail: `${formatPercentileRank(year.percentile, "1Y")} · ${index.date ?? "--"}` },
-    { id: "1d", label: "1D", value: formatMove(index.quote, index.change1D) },
-    { id: "1w", label: "1W", value: formatMove(index.quote, index.change1W) },
-    { id: "1m", label: "1M", value: formatMove(index.quote, index.change1M ?? null) },
+    ...(index.quote === "price" && index.spreadBp !== undefined ? [{ id: "spread", label: "Spread eq", value: formatLevel("spread", index.spreadBp ?? null),
+      ...(index.recovery != null ? { detail: `${Math.round(index.recovery * 100)}% recovery` } : {}) }] : []),
+    { id: "1d", label: "1D", value: formatMove(index.quote, day.change1D), ...(through ? { detail: through } : {}) },
+    { id: "1w", label: "1W", value: formatMove(index.quote, day.change1W) },
+    { id: "1m", label: "1M", value: formatMove(index.quote, day.change1M) },
     { id: "range", label: "1Y range", value: `${formatLevel(index.quote, year.low)} to ${formatLevel(index.quote, year.high)}` },
     { id: "contract", label: "Contract", value: formatContract(index.maturity), detail: `${index.couponBp}bp coupon` },
-    { id: "prints", label: "Prints", value: index.prints == null ? "--" : String(index.prints) },
+    { id: "prints", label: "Prints", value: index.prints == null ? "--" : String(index.prints),
+      // The value is the count already: the detail says only that the day is still trading, and its last print.
+      ...(day.partial ? { detail: partialDayText(null, day.lastPrintAt) } : {}) },
   ];
   return (
     <StatChartDetail items={items} width={width} height={height} empty={index.points.length < 3}
@@ -83,7 +93,13 @@ export function CdxPane({ focused, width, height }: PaneProps) {
   const { loading, load: refresh, reload } = resource;
   const payload = resource.data?.payload ?? null;
   const rows = useMemo(() => payload ? cdxRows(payload.indexes, payload.asOf) : EMPTY_ROWS, [payload]);
-  const [selectedId, setSelectedId] = usePluginPaneState<string | null>("cdx:selected", null);
+  // `CDX HY` opens on that index, named as `fn CDX HY` names it; a later `CDX IG` replaces it.
+  const [selectedId, setSelectedId] = useCommandValue<string | null>(
+    FIXED_INCOME_PANE_ID,
+    "cdx:selected",
+    (params) => params.view === "index" && params.index ? params.index : null,
+    null,
+  );
   const [openId, setOpenId] = usePluginPaneState<string | null>("cdx:open", null);
   useAutoRefresh(resource.updatedAt, refresh);
   usePaneRefreshKey(reload, { focused, enabled: !loading });
@@ -101,13 +117,14 @@ export function CdxPane({ focused, width, height }: PaneProps) {
     info,
   });
 
-  // The 1W and 1M moves and the print count ride beside the board's own 1D column.
+  // The 1W and 1M moves, HY and EM's price as a spread and the print count ride beside the board's own 1D column.
+  const spreads = rows.some((row) => row.index.spreadBp !== undefined);
   const extraColumns = useMemo(() => [
     {
       column: { id: "week", label: "1W", width: 10, align: "right" as const },
       sortValue: (row: CdxRow) => row.week,
       renderCell: (row: CdxRow) => ({
-        text: formatMove(row.index.quote, row.index.change1W),
+        text: formatMove(row.index.quote, row.day.change1W),
         color: signedMoveColor(row.week, row.adverseMove, theme),
       }),
     },
@@ -115,10 +132,19 @@ export function CdxPane({ focused, width, height }: PaneProps) {
       column: { id: "month", label: "1M", width: 10, align: "right" as const },
       sortValue: (row: CdxRow) => row.month,
       renderCell: (row: CdxRow) => ({
-        text: formatMove(row.index.quote, row.index.change1M ?? null),
+        text: formatMove(row.index.quote, row.day.change1M),
         color: signedMoveColor(row.month, row.adverseMove, theme),
       }),
     },
+    // A server that predates the spread equivalent sends none: no column of blanks.
+    ...(spreads ? [{
+      column: { id: "spread", label: "SPREAD EQ", width: 9, align: "right" as const },
+      sortValue: (row: CdxRow) => row.index.quote === "price" ? row.index.spreadBp ?? null : null,
+      renderCell: (row: CdxRow) => ({
+        text: row.index.quote === "price" ? formatLevel("spread", row.index.spreadBp ?? null) : "--",
+        color: theme.textMuted,
+      }),
+    }] : []),
     {
       column: { id: "prints", label: "PRINTS", width: 7, align: "right" as const },
       sortValue: (row: CdxRow) => row.index.prints,
@@ -127,7 +153,7 @@ export function CdxPane({ focused, width, height }: PaneProps) {
         color: theme.textMuted,
       }),
     },
-  ], [theme]);
+  ], [theme, spreads]);
 
   if (rows.length === 0) {
     return (
@@ -136,13 +162,15 @@ export function CdxPane({ focused, width, height }: PaneProps) {
     );
   }
 
-  // The selected index's history sits above the board; the legend names it.
-  const selected = rows.find((row) => row.id === selectedId) ?? rows[0];
+  // The selected index's history sits above the board; the legend names it. What a command named (`HY`, `itraxx
+  // main`) is read like `fn` reads it, and one the board does not have leaves the board on its first.
+  const named = selectedId ? findIndex(payload?.indexes ?? [], selectedId) : null;
+  const selected = rows.find((row) => row.id === selectedId) ?? rows.find((row) => row.id === named?.id) ?? rows[0];
   return (
     <MarketBoardStack rows={rows} width={width} height={height} focused={focused}
       rootBefore={({ columns }) => <ChartTableHeader width={width} height={height} tableRows={rows.length}
         tableColumns={columns} chart={selected ? historyChart(selected) : null} />}
-      selectedId={selectedId} onSelectedIdChange={setSelectedId} openId={openId} onOpenIdChange={setOpenId}
+      selectedId={selected?.id ?? null} onSelectedIdChange={setSelectedId} openId={openId} onOpenIdChange={setOpenId}
       labelHeader="INDEX" labelWidth={16} valueLabel="5Y" valueWidth={9} signedChange extraColumns={extraColumns}
       renderDetail={(row) => <IndexDetail row={row} width={width} height={Math.max(5, height - 2)} focused={focused} />} />
   );

package/src/plugins/builtin/credit-boards/client.ts

@@ -24,8 +24,11 @@ const BOARD_DAYS = 365;
 const finiteOrNull = (value: unknown) => value === null || typeof value === "number" && Number.isFinite(value);
 const isDate = (value: unknown): value is string => typeof value === "string" && /^\d{4}-\d{2}-\d{2}$/.test(value)
   && Number.isFinite(Date.parse(value));
+const optionalFinite = (value: unknown) => value === undefined || finiteOrNull(value);
+const isInstant = (value: unknown) => typeof value === "string" && Number.isFinite(Date.parse(value));
 const validPoints = (points: unknown) => Array.isArray(points) && points.every((point: CreditBoardPoint) =>
-  point && isDate(point.date) && isDate(point.maturity) && Number.isFinite(point.level) && Number.isInteger(point.prints));
+  point && isDate(point.date) && isDate(point.maturity) && Number.isFinite(point.level) && Number.isInteger(point.prints)
+  && optionalFinite(point.spreadBp));
 
 function validateCdxBoard(payload: CdxBoardPayload): CdxBoardPayload {
   if (!payload || !Array.isArray(payload.indexes) || payload.indexes.some((index) =>
@@ -33,7 +36,11 @@ function validateCdxBoard(payload: CdxBoardPayload): CdxBoardPayload {
     || (index.quote !== "spread" && index.quote !== "price")
     || !finiteOrNull(index.level) || !finiteOrNull(index.change1D) || !finiteOrNull(index.change1W)
     || (index.change1M !== undefined && !finiteOrNull(index.change1M))
-    || !finiteOrNull(index.prints) || (index.date !== null && !isDate(index.date)) || !validPoints(index.points))) {
+    || !finiteOrNull(index.prints) || (index.date !== null && !isDate(index.date)) || !validPoints(index.points)
+    || !optionalFinite(index.spreadBp) || (index.recovery !== undefined && !Number.isFinite(index.recovery))
+    || (index.partial !== undefined && typeof index.partial !== "boolean")
+    || (index.lastPrintAt != null && !isInstant(index.lastPrintAt))
+    || (index.changeDate != null && !isDate(index.changeDate)))) {
     throw new Error("The server returned an invalid index CDS board");
   }
   return payload;

package/src/plugins/builtin/credit-boards/headless.ts

@@ -1,9 +1,26 @@
 import type { HeadlessPaneColumn, HeadlessPaneDefinition, HeadlessPaneRow } from "../../../types/plugin";
 import type { CdxBoardIndex, CreditIndexQuote } from "../../../api-client/credit-boards";
 import { CDX_MAX_DAYS, fetchCdxBoard, fetchSovrBoard, loadCurrencyMoves } from "./client";
-import { cdxRows, formatContract, formatCurrencyMove, formatLevel, formatMove, quoteUnits, sovrRows } from "./model";
+import {
+  cdxDay,
+  cdxRows,
+  findIndex,
+  findSovereign,
+  formatContract,
+  formatCurrencyMove,
+  formatLevel,
+  formatMove,
+  partialDayText,
+  quoteUnits,
+  sovrRows,
+} from "./model";
 
 const percentile = (value: unknown) => value == null ? "--" : Number(value).toFixed(0);
+/** A 1Y rank as the board draws it, a whole number, so exports do not carry 8.23293172691. */
+const rank = (value: number | null) => value == null ? null : Math.round(value);
+/** The series a row is of, as `history` and the data catalog name it: `cdx:hy`, `sovereign-cds:br`. */
+const cdxSeries = (id: string) => `cdx:${id.toLowerCase()}`;
+const sovereignSeries = (id: string) => `sovereign-cds:${id.toLowerCase()}`;
 const numberOrNull = (value: unknown) => typeof value === "number" ? value : null;
 /** A row's quote, from the unit its level is in. */
 const rowQuote = (row: HeadlessPaneRow): CreditIndexQuote => row.unit === "bp" ? "spread" : "price";
@@ -21,39 +38,62 @@ const moveColumn = (key: string, header: string, unitKey: string): HeadlessPaneC
   key, header, align: "right", unitKey,
   textFormat: (value, row) => formatMove(rowQuote(row), numberOrNull(value)),
 });
+/** HY and EM's price as a spread in bp; spread-quoted rows leave it blank, their level already is one. */
+const spreadColumn: HeadlessPaneColumn = {
+  key: "spreadBp", header: "Spread eq", align: "right", unitKey: "spreadUnit",
+  description: "HY and EM: the price as a conventional spread in bp, under the ISDA standard model: a flat hazard rate, the index's "
+    + "coupon (HY 500bp, EM 100bp) and standard recovery (HY 30%, EM 25%), the contract's maturity and that day's flat USD rate. "
+    + "Price 100 is the coupon; above 100 the spread is under it.",
+  textFormat: (value) => formatLevel("spread", numberOrNull(value)),
+};
+/** A day still trading says what it rests on; a complete day says nothing. */
+const dayColumn: HeadlessPaneColumn = {
+  key: "session", header: "Day",
+  description: "Blank for a complete day. For today's New York trade date, still trading: so far, the prints behind its level and the last one's time (UTC).",
+  format: (value) => typeof value === "string" ? value : "",
+};
 
 /** The publisher a board's payload names, spelled out: `DTCC PPD` is DTCC's public price dissemination. */
 function boardPublisher(source: string | null | undefined): string | undefined {
   return source?.trim().replace(/\bPPD\b/, "Public Price Dissemination") || undefined;
 }
 
-/** `IG`, `cdx hy`, `itraxx main`, `crossover`: an index by its code, its name or the name's last word. */
-function findIndex(indexes: readonly CdxBoardIndex[], query: string): CdxBoardIndex | null {
-  const key = (text: string) => text.toLowerCase().replace(/[^a-z0-9]/g, "");
-  const wanted = key(query) === "crossover" ? "xover" : key(query);
-  return indexes.find((index) => [index.id, index.name, index.name.split(" ").at(-1) ?? ""]
-    .some((name) => key(name) === wanted)) ?? null;
-}
-
 /**
  * Each day's level on the contract on the run that day, newest first, over
  * the last `days`: the chart as a table. Its key is `day`, not `date`, so the
- * history is not read as the board's own observation dates.
+ * history is not read as the board's own observation dates; every exported
+ * row is dated by its day and names the series and unit. HY and EM carry each
+ * day's spread equivalent, and today's day, still trading, says so.
  */
-function historySection(index: CdxBoardIndex, days: number) {
+function historySection(index: CdxBoardIndex, days: number, now: number) {
   const unit = quoteUnits(index.quote).level;
   const latest = index.points.at(-1)?.date;
   const from = latest ? new Date(Date.parse(`${latest}T00:00:00Z`) - days * 86_400_000).toISOString().slice(0, 10) : "";
+  const today = cdxDay(index, now);
+  // A server that predates the spread equivalent sends none: no column of blanks.
+  const priced = index.quote === "price" && index.points.some((point) => point.spreadBp !== undefined);
+  const partial = today.partial && latest === index.date;
+  const symbol = cdxSeries(index.id);
   return {
     title: `${index.name} 5Y daily ${index.quote === "spread" ? "spread" : "price"}`,
     columns: [
       { key: "day", header: "Date" },
       { ...levelColumn, header: index.quote === "spread" ? "Spread" : "Price" },
+      ...(priced ? [spreadColumn] : []),
       { key: "prints", header: "Prints", align: "right" as const },
       { key: "maturity", header: "Contract", textFormat: (value: unknown) => formatContract(typeof value === "string" ? value : null) },
+      ...(partial ? [dayColumn] : []),
     ],
-    rows: index.points.filter((point) => point.date > from).reverse()
-      .map((point) => ({ day: point.date, level: point.level, unit, prints: point.prints, maturity: point.maturity })),
+    rows: index.points.filter((point) => point.date > from).reverse().map((point) => ({
+      day: point.date, level: point.level, unit,
+      ...(priced ? { spreadBp: point.spreadBp ?? null, spreadUnit: "bp" } : {}),
+      prints: point.prints, maturity: point.maturity, series: symbol,
+      ...(partial && point.date === latest ? { session: partialDayText(point.prints, today.lastPrintAt), partial: true, lastPrintAt: today.lastPrintAt } : {}),
+    })),
+    rowUnitKey: "unit",
+    rowSymbolKey: "series",
+    rowAsOfKey: "day",
+    interval: "daily",
   };
 }
 
@@ -63,6 +103,7 @@ const CDX_COLUMNS: HeadlessPaneColumn[] = [
   moveColumn("change1D", "1D", "changeUnit"),
   moveColumn("change1W", "1W", "changeUnit"),
   moveColumn("change1M", "1M", "changeUnit"),
+  spreadColumn,
   { key: "percentile", header: "Pctl 1Y", align: "right", format: percentile },
   { key: "prints", header: "Prints", align: "right" },
   { key: "contract", header: "Contract" },
@@ -71,12 +112,13 @@ const CDX_COLUMNS: HeadlessPaneColumn[] = [
 
 export const cdxHeadless: HeadlessPaneDefinition<"bundle"> = {
   discovery: { aliases: ["CDX"], dataRequirements: ["Gloom Cloud index CDS endpoint"],
-    limitations: ["Daily medians of public DTCC prints on the on-the-run 5Y contract.", "HY and EM quote in price, and move in points."] },
+    limitations: ["Daily medians of public DTCC prints on the on-the-run 5Y contract.", "HY and EM quote in price, and move in points; Spread eq converts their price at a standard coupon and recovery, a model figure, not a traded spread.",
+      "Today's New York trade date is so far until it ends; the moves compare complete days."] },
   shape: "bundle",
   freshness: { source: "DTCC", status: "not-a-feed", basis: "daily medians of public trades", cadence: "daily", observedKey: "date" },
   argument: { kind: "free-text", optional: true, placeholder: "index",
     description: "An index (IG, HY, EM, MAIN, XOVER) for its daily history; omit for the board." },
-  options: [{ key: "days", type: "integer", minimum: 30, maximum: CDX_MAX_DAYS, defaultValue: 365,
+  options: [{ key: "days", shot: { reportOnly: "sets how many days of an index's history the text report prints" }, type: "integer", minimum: 30, maximum: CDX_MAX_DAYS, defaultValue: 365,
     description: "Days of a named index's daily levels." }],
   describe: "Index CDS",
   async load(args, ctx) {
@@ -87,27 +129,41 @@ export const cdxHeadless: HeadlessPaneDefinition<"bundle"> = {
     const index = query ? findIndex(payload.indexes, query) : null;
     if (query && !index) throw new Error(`No index ${query}. Use one of: ${payload.indexes.map((entry) => entry.id).join(", ")}.`);
     const publisher = boardPublisher(payload.source);
-    const rows = cdxRows(index ? [index] : payload.indexes, payload.asOf).map((row) => {
+    const now = Date.now();
+    const shown = index ? [index] : payload.indexes;
+    // A server that predates the spread equivalent sends none: no column of blanks.
+    const spreads = shown.some((entry) => entry.spreadBp !== undefined);
+    const rows = cdxRows(shown, payload.asOf, now).map((row) => {
       const units = quoteUnits(row.index.quote);
+      const priced = spreads && row.index.quote === "price";
       return {
         name: row.label,
+        series: cdxSeries(row.index.id),
         level: row.index.level,
         unit: units.level,
-        change1D: row.index.change1D,
-        change1W: row.index.change1W,
-        change1M: row.index.change1M ?? null,
+        change1D: row.day.change1D,
+        change1W: row.day.change1W,
+        change1M: row.day.change1M,
         changeUnit: units.move,
-        percentile: row.percentile,
+        ...(priced ? { spreadBp: row.index.spreadBp ?? null, spreadUnit: "bp" } : {}),
+        percentile: rank(row.percentile),
         prints: row.index.prints,
         contract: formatContract(row.index.maturity),
         date: row.index.date,
+        changeDate: row.day.changeDate,
+        ...(row.day.partial ? { session: partialDayText(row.index.prints, row.day.lastPrintAt), partial: true, lastPrintAt: row.day.lastPrintAt } : {}),
       };
     });
+    const anyPartial = rows.some((row) => row.partial === true);
     return {
       sections: [
-        { title: "On the run, 5Y", columns: CDX_COLUMNS, rows },
-        ...(index ? [historySection(index, days)] : []),
+        {
+          title: "On the run, 5Y", columns: [...CDX_COLUMNS.filter((column) => spreads || column !== spreadColumn), ...(anyPartial ? [dayColumn] : [])], rows,
+          rowUnitKey: "unit", rowSymbolKey: "series", rowAsOfKey: "date", interval: "daily",
+        },
+        ...(index ? [historySection(index, days, now)] : []),
       ],
+      ...(anyPartial ? { notes: ["Today's New York trade date is still trading: its level and prints are so far, and 1D, 1W and 1M run to the last complete day."] } : {}),
       metadata: { asOf: payload.asOf },
       ...(publisher ? { freshness: { publisher } } : {}),
     };
@@ -119,7 +175,8 @@ export const sovrHeadless: HeadlessPaneDefinition<"rows"> = {
     limitations: ["Daily 5Y levels from public DTCC prints; thinly traded names can miss days."] },
   shape: "rows",
   freshness: { source: "DTCC", status: "not-a-feed", basis: "daily levels of public trades", cadence: "daily", observedKey: "date" },
-  argument: { kind: "none" },
+  argument: { kind: "free-text", optional: true, placeholder: "country",
+    description: "A country (Brazil, BR) to list its row alone; omit for every sovereign." },
   options: [],
   columns: [
     { key: "name", header: "Sovereign" },
@@ -130,21 +187,30 @@ export const sovrHeadless: HeadlessPaneDefinition<"rows"> = {
     { key: "date", header: "As of" },
   ],
   describe: "Sovereign CDS",
-  async load(_args, ctx) {
+  async load(args, ctx) {
     const payload = await fetchSovrBoard(ctx.apiClient);
-    const moves = await loadCurrencyMoves(payload.sovereigns.map((row) => row.currency),
+    const query = typeof args.argument === "string" ? args.argument.trim() : "";
+    const country = query ? findSovereign(payload.sovereigns, query) : null;
+    if (query && !country) throw new Error(`No sovereign ${query}. Use one of: ${payload.sovereigns.map((entry) => entry.name).join(", ")}.`);
+    const sovereigns = country ? [country] : payload.sovereigns;
+    const moves = await loadCurrencyMoves(sovereigns.map((row) => row.currency),
       (symbol) => ctx.marketData.getPriceHistory(symbol, "", "3M"));
     const publisher = boardPublisher(payload.source);
     return {
-      rows: sovrRows(payload.sovereigns, payload.asOf, moves).map((row) => ({
+      rows: sovrRows(sovereigns, payload.asOf, moves).map((row) => ({
         name: row.label,
+        series: sovereignSeries(row.sovereign.id),
         level: row.sovereign.level,
         unit: quoteUnits("spread").level,
         change1M: row.sovereign.change1M,
         currency: formatCurrencyMove(row.sovereign.currency, row.currencyMove),
-        percentile: row.percentile,
+        percentile: rank(row.percentile),
         date: row.sovereign.date,
       })),
+      rowUnitKey: "unit",
+      rowSymbolKey: "series",
+      rowAsOfKey: "date",
+      interval: "daily",
       metadata: { asOf: payload.asOf },
       ...(publisher ? { freshness: { publisher } } : {}),
     };