gloomberb 0.17.6 → 0.18.0

package/src/plugins/builtin/supply-chain/headless.ts

@@ -1,11 +1,13 @@
 import type { SupplyRow } from "../../../api-client/supply-chain";
-import type { GraphPath, GraphPayload } from "../../../api-client/supply-chain-graph";
-import type { HeadlessBundleResult, HeadlessPaneColumn, HeadlessPaneDefinition, HeadlessPaneRow } from "../../../types/plugin";
+import { DATE_OPTION_EXAMPLES, isoDateOption } from "../../../utils/calendar-date";
+import type { GraphEvidence, GraphPath, GraphPayload } from "../../../api-client/supply-chain-graph";
+import type { HeadlessBundleResult, HeadlessBundleSection, HeadlessPaneColumn, HeadlessPaneDefinition, HeadlessPaneRow } from "../../../types/plugin";
 import { fetchSupplyChain } from "./client";
 import { evidenceDate, evidenceLabel, isUnconfirmed, matchesSupplyOptions, supplyOptions, trustTier } from "./trust";
 import { fetchSupplyGraph, graphOptions } from "./graph-client";
-import { exposureLabel, pathLabel } from "./graph-model";
-import { counterpartyName, disclosedValue, lockedDisclosures, nativeValue, roleLabel, shareParts, supplyPreviewNote, supplyRoleCounts } from "./model";
+import { entityTicker, exposureLabel, pathLabel } from "./graph-model";
+import { graphEvidenceRow } from "./graph-evidence";
+import { counterpartyName, disclosedValue, disclosureText, earlierRows, isTaggedFact, lockedDisclosures, nativeValue, periodText, roleLabel, shareParts, supplyPreviewNote, supplyRoleCounts } from "./model";
 
 /**
  * The Table tab's columns, printed as the pane prints them: the share with
@@ -20,6 +22,7 @@ function tableColumns(rows: HeadlessPaneRow[], sources: ReadonlyMap<HeadlessPane
     return (source ? read(source) : value == null ? null : String(value)) ?? "-";
   };
   const valued = rows.some((row) => { const source = sources.get(row); return !!source && (nativeValue(source) !== null || source.usd !== null); });
+  const lengths = rows.some((row) => sources.get(row)?.periodMonths != null);
   return [
     { key: "counterparty", header: "Counterparty", format: cell(counterpartyName) },
     { key: "evidenceTier", header: "Evidence" },
@@ -30,7 +33,9 @@ function tableColumns(rows: HeadlessPaneRow[], sources: ReadonlyMap<HeadlessPane
       textFormat: cell((row) => { const share = shareParts(row, focusId); return share ? `${share.value} ${share.basis}` : null; }) },
     ...(valued ? [{ key: "usd", header: "Value", align: "right" as const,
       format: cell((row) => nativeValue(row) === null && row.usd === null ? null : disclosedValue(row).replace(/ (disclosed|derived)$/, "")) }] : []),
-    { key: "period", header: "Period" },
+    // Exports keep the end date; the text adds the period's length when the source states it.
+    // A narrow table may cut the length as it cuts other text, never the date (eleven cells: the date and an ellipsis).
+    { key: "period", header: "Period", textFormat: cell(periodText), ...(lengths ? { minWidth: 11 } : {}) },
     { key: "filed", header: "Published", format: cell(evidenceDate) },
   ];
 }
@@ -40,6 +45,18 @@ const pathColumns = [
   { key: "score", header: "Rank score", description: "Product of normalized edge weights; not a probability." },
   { key: "confidence", header: "Confidence" }, { key: "exposureLabel", header: "Estimated exposure" },
 ];
+/**
+ * What a graph disclosure says in words: the text itself, or for a tagged
+ * XBRL fact the sentence a filing-text disclosure of the same link quotes,
+ * else the fact read out ("Customer, Gold, revenue").
+ */
+function graphStatement(item: GraphEvidence, siblings: readonly GraphEvidence[]): string {
+  const row = graphEvidenceRow(item);
+  if (!isTaggedFact(row)) return item.quote;
+  const sentence = siblings.find((other) => other.id !== item.id && other.sourceKind === "filing_text" && other.reporter.id === item.reporter.id && other.quote.trim());
+  return sentence?.quote ?? disclosureText(row);
+}
+
 function graphReport(data: GraphPayload, target: string): HeadlessBundleResult {
   const links = new Map(data.links.map(link => [link.id, link]));
   const nodes = new Map(data.nodes.map(node => [node.id, node]));
@@ -54,17 +71,20 @@ function graphReport(data: GraphPayload, target: string): HeadlessBundleResult {
       title: direction === "upstream" ? "Upstream suppliers" : direction === "downstream" ? "Downstream customers" : "Related companies",
       columns: [{ key: "company", header: "Company" }, { key: "ticker", header: "Ticker" }, ...pathColumns],
       rows: data[direction].map(reach => ({ ...route(data.options.ranking === "shortest" ? reach.shortestPath : reach.bestPath), entityId: reach.entityId, company: nodes.get(reach.entityId)?.name,
-        ticker: nodes.get(reach.entityId)?.ticker, direction: reach.direction, bestPath: route(reach.bestPath), shortestPath: route(reach.shortestPath) })),
+        ticker: nodes.get(reach.entityId) ? entityTicker(nodes.get(reach.entityId)!) : null, direction: reach.direction, bestPath: route(reach.bestPath), shortestPath: route(reach.shortestPath) })),
     }));
   sections.push({ title: "Disclosure evidence", columns: [
     { key: "reporter", header: "Reporting company" }, { key: "from", header: "Supplier / from" }, { key: "to", header: "Customer / to" },
     { key: "role", header: "Role" }, { key: "pct", header: "% disclosed" }, { key: "denominator", header: "Denominator" },
-    { key: "period", header: "Period" }, { key: "filed", header: "Filed" }, { key: "confidence", header: "Confidence" },
-    { key: "quote", header: "Quote" }, { key: "filingUrl", header: "Filing" },
+    { key: "period", header: "Period", textFormat: (value, row) => periodText({ period: String(value), periodMonths: row.periodMonths as number | null }) },
+    { key: "filed", header: "Filed" }, { key: "confidence", header: "Confidence" },
+    // A tagged XBRL fact prints the link's filing sentence when one names the same pair, otherwise the fact in words; exports keep the stored text.
+    { key: "quote", header: "Quote", textFormat: (value, row) => row.statement == null ? String(value ?? "") : String(row.statement) }, { key: "filingUrl", header: "Filing" },
   ], rows: data.links.flatMap(link => link.evidence.map(item => ({ id: item.id, linkId: link.id, primary: item.id === link.primaryEvidenceId,
+    statement: graphStatement(item, link.evidence),
     reporter: item.reporter.name, from: item.from.name, to: item.to.name, role: item.role, pct: item.pctOfRevenue ?? null,
     denominator: item.pctBasis && !(item.sourceKind === "xbrl" && item.pctScope) ? `${item.reporter.name} ${item.pctBasis}${item.pctScope ? ` (${item.pctScope})` : ""}` : null,
-    pctBasis: item.pctBasis, pctScope: item.pctScope, period: item.period, filed: item.filedDate, asOf: item.asOf,
+    pctBasis: item.pctBasis, pctScope: item.pctScope, period: item.period, periodMonths: item.periodMonths ?? null, filed: item.filedDate, asOf: item.asOf,
     confidence: item.confidence, quote: item.quote, quoteLanguage: item.quoteLanguage, quoteGloss: item.quoteGloss ?? null,
     quoteGlossKind: item.quoteGloss ? "machine_translation" : null, nativeAmount: item.nativeAmount ?? null,
     nativeCurrency: item.nativeCurrency ?? null, nativeScale: item.nativeScale ?? null, jurisdiction: item.jurisdiction,
@@ -93,7 +113,8 @@ export const supplyChainHeadless: HeadlessPaneDefinition<"bundle"> = {
       "Unconfirmed leads are opt-in and excluded from flow and disclosed values.", "Restricted publisher articles expose links only.",
       "Table and Flow evidence tiers differ from Graph and Path evidence tiers."] },
   options: [
-    { key: "view", type: "enum", settingKey: "view", defaultValue: "says", values: [{ value: "says" }, { value: "names" }], description: "Statements by the company, or other sources naming it." },
+    // No default: left out, the report prints both views; the pane opens on what the company says.
+    { key: "view", type: "enum", settingKey: "view", values: [{ value: "says" }, { value: "names" }], description: "Statements by the company, or other sources naming it; both when left out." },
     { key: "tab", type: "enum", settingKey: "tab", defaultValue: "table", values: ["table", "flow", "graph", "path"].map(value => ({ value })), description: "Disclosures table, direct flow, multi-hop graph or routes to a target." },
     { key: "route", type: "integer", minimum: 1, maximum: 50, defaultValue: 1, settingKey: "route", description: "Selected route for graph and evidence screenshots." },
     { key: "evidence", type: "boolean", settingKey: "evidence", defaultValue: false, description: "Open selected relationship or path evidence in screenshots." },
@@ -106,7 +127,7 @@ export const supplyChainHeadless: HeadlessPaneDefinition<"bundle"> = {
     { key: "min-confidence", type: "string", settingKey: "minConfidence", defaultValue: "0", description: "Minimum edge confidence, 0 to 1." },
     { key: "limit", type: "integer", settingKey: "limit", minimum: 1, maximum: 50, defaultValue: 50, description: "Maximum results per graph section or paths." },
     { key: "ranking", type: "enum", settingKey: "ranking", defaultValue: "score", values: [{ value: "score" }, { value: "shortest" }], description: "Rank paths by edge-weight product or fewest hops." },
-    { key: "as-of", type: "string", settingKey: "asOf", description: "Include disclosures known by this date (YYYY-MM-DD)." },
+    { key: "as-of", type: "string", settingKey: "asOf", placeholder: "date", description: `Include disclosures known by this date, as ${DATE_OPTION_EXAMPLES}.`, normalize: (value) => isoDateOption(value, "as-of") },
     { key: "to", type: "string", settingKey: "to", description: "Target company ticker or id:<entity-id>; required for Path." },
   ],
   describe: (args) => `Supply chain | ${args.symbols[0]}${args.options.to ? ` → ${args.options.to}` : ""}`,
@@ -123,21 +144,42 @@ export const supplyChainHeadless: HeadlessPaneDefinition<"bundle"> = {
     // The pane's figures, per tab: Table shows one direction, Flow both.
     const figures = (key: "counterparties" | "locked") => Object.fromEntries(([["says", ["says"]], ["names", ["names"]], ["flow", ["says", "names"]]] as const)
       .map(([scope, views]) => [scope, Object.fromEntries(supplyRoleCounts(data, views, options).filter((entry) => entry[key] > 0).map((entry) => [entry.role, entry[key]]))]));
-    return { complete: !data.truncated, errors: data.truncated ? [data.access === "preview" ? supplyPreviewNote(data, lockedDisclosures(data, ["says", "names"])) : "Additional relationships need Gloom Pro"] : [],
-      sections: (["says", "names"] as const).flatMap((view) => [false, true].map((leads) => ({ title: `${view === "says" ? `${data.symbol} says` : `Names ${data.symbol}`}${leads ? " | Unconfirmed" : ""}`,
-        rows: data[view].filter((row) => matchesSupplyOptions(row, options) && isUnconfirmed(row) === leads).map((row) => sourced(row, { counterparty: row.counterparty.name, ticker: row.counterparty.ticker, aggregate: row.counterparty.aggregate, role: row.role, direction: row.direction,
-          pct: row.pctOfRevenue, pctBasis: row.pctBasis, pctScope: row.pctScope, usd: row.usd, usdBasis: row.usdBasis, period: row.period, fiscalYear: row.fiscalYear,
-          nativeAmount: row.nativeAmount ?? null, nativeCurrency: row.nativeCurrency ?? null, nativeScale: row.nativeScale ?? null,
-          jurisdiction: row.jurisdiction ?? null, entityScope: row.entityScope ?? null,
-          evidenceTier: evidenceLabel(row), tier: trustTier(row), claimType: row.claimType, corroboration: row.corroboration ?? 1,
-          leadStatus: row.leadStatus ?? "none", whyUnconfirmed: row.whyUnconfirmed ?? null,
-          firstSeenAt: row.firstSeenAt, lastSeenAt: row.lastSeenAt, lastConfirmedAt: row.lastConfirmedAt,
-          source: row.sourceKind, filed: row.filedDate, confidence: row.confidence, reportingCompany: row.reportingEntity.name,
-          quote: row.quote, quoteLanguage: row.quoteLanguage, quoteGloss: row.quoteGloss ?? null, quoteGlossKind: row.quoteGloss ? "machine_translation" : null,
-          quoteMatchMode: row.quoteMatchMode, sourceUrl: row.filingUrl, filingUrl: row.filingUrl, sectionRef: row.sectionRef ?? null, sourceAttribution: row.sourceAttribution ?? null,
-          evidence: row.evidence ?? [] })) })).filter((section) => section.rows.length > 0))
-        .map((section) => ({ ...section, columns: tableColumns(section.rows, sources, data.entity?.id) })),
-      metadata: { symbol: data.symbol, asOf: data.asOf, counterparties: figures("counterparties"), locked: figures("locked"),
-        counts: data.counts, tierCounts: data.tierCounts, tiers: options.tiers, disclaimer: data.disclaimer } };
+    const record = (row: SupplyRow) => sourced(row, { counterparty: row.counterparty.name, ticker: entityTicker(row.counterparty), aggregate: row.counterparty.aggregate, role: row.role, direction: row.direction,
+      pct: row.pctOfRevenue, pctBasis: row.pctBasis, pctScope: row.pctScope, usd: row.usd, usdBasis: row.usdBasis, period: row.period, periodMonths: row.periodMonths ?? null, fiscalYear: row.fiscalYear,
+      nativeAmount: row.nativeAmount ?? null, nativeCurrency: row.nativeCurrency ?? null, nativeScale: row.nativeScale ?? null,
+      jurisdiction: row.jurisdiction ?? null, entityScope: row.entityScope ?? null,
+      evidenceTier: evidenceLabel(row), tier: trustTier(row), claimType: row.claimType, corroboration: row.corroboration ?? 1,
+      leadStatus: row.leadStatus ?? "none", whyUnconfirmed: row.whyUnconfirmed ?? null,
+      firstSeenAt: row.firstSeenAt, lastSeenAt: row.lastSeenAt, lastConfirmedAt: row.lastConfirmedAt,
+      source: row.sourceKind, filed: row.filedDate, confidence: row.confidence, reportingCompany: row.reportingEntity.name,
+      quote: row.quote, quoteLanguage: row.quoteLanguage, quoteGloss: row.quoteGloss ?? null, quoteGlossKind: row.quoteGloss ? "machine_translation" : null,
+      quoteMatchMode: row.quoteMatchMode, sourceUrl: row.filingUrl, filingUrl: row.filingUrl, sectionRef: row.sectionRef ?? null, sourceAttribution: row.sourceAttribution ?? null,
+      evidence: row.evidence ?? [] });
+    // --view prints that view alone and says when it is empty; left out, both views print, each only when it has rows.
+    const requested: "says" | "names" | null = args.options.view === "says" || args.options.view === "names" ? args.options.view : null;
+    const views: ("says" | "names")[] = requested ? [requested] : ["says", "names"];
+    const viewTitle = (view: "says" | "names") => view === "says" ? `${data.symbol} says` : `Names ${data.symbol}`;
+    const sections = views.flatMap((view): HeadlessBundleSection[] => {
+      const shown = (rows: SupplyRow[]) => rows.filter((row) => matchesSupplyOptions(row, options));
+      const parts = [
+        { title: viewTitle(view), rows: shown(data[view]).filter((row) => !isUnconfirmed(row)).map(record) },
+        { title: `${viewTitle(view)} | Unconfirmed`, rows: shown(data[view]).filter(isUnconfirmed).map(record) },
+        // Shares from before the reporter's latest period on the same basis: each dated by its own period, never current.
+        { title: `${viewTitle(view)} | Earlier periods`, rows: shown(earlierRows(data, view)).map(record) },
+      ].filter((section) => section.rows.length > 0).map((section) => ({ ...section, columns: tableColumns(section.rows, sources, data.entity?.id) }));
+      if (parts.length || !requested) return parts;
+      // "In the free preview" only when this view holds rows the preview leaves out.
+      const scope = lockedDisclosures(data, [view]) > 0 ? " in the free preview" : "";
+      return [{ title: viewTitle(view), rows: [], empty: view === "names"
+        ? `No other company's disclosures name ${data.symbol}${scope}.`
+        : `${data.symbol}'s own disclosures name no relationship${scope}.` }];
+    });
+    // A requested view is complete when the preview leaves none of its own rows out.
+    const locked = lockedDisclosures(data, views);
+    const truncated = data.truncated && (!requested || locked > 0);
+    return { complete: !truncated, errors: truncated ? [data.access === "preview" ? supplyPreviewNote(data, locked) : "Additional relationships need Gloom Pro"] : [],
+      sections,
+      metadata: { symbol: data.symbol, asOf: data.asOf, view: requested ?? "both", counterparties: figures("counterparties"), locked: figures("locked"),
+        counts: data.counts, earlierCounts: data.earlierCounts ?? null, tierCounts: data.tierCounts, tiers: options.tiers, disclaimer: data.disclaimer } };
   },
 };

package/src/plugins/builtin/supply-chain/index.tsx

@@ -15,7 +15,7 @@ export const supplyChainModule: PluginModule = {
   dispose() { supplyChainCache.reset(); graphCache.reset(); },
   panes: [{ id: "supply-chain", name: "Supply Chain", icon: "S", component: SupplyChainPane,
     defaultPosition: "right", defaultMode: "floating", defaultFloatingSize: { width: 130, height: 30 },
-    tickerFollower: true, tableExport: true, headless: supplyChainHeadless }],
+    tickerFollower: true, instruments: ["equity"], tableExport: true, headless: supplyChainHeadless }],
   paneTemplates: [{ ...createTickerSurfacePaneTemplate({ id: "supply-chain-pane", paneId: "supply-chain", label: "Supply Chain",
     description: "Pro global supply chain evidence from filings, company announcements, calls and news, with trust tiers, original quotes, native units, four-hop graphs, ranked paths and a free preview.",
     keywords: ["supply", "supply chain", "suppliers", "customers", "concentration", "filings", "earnings calls", "news", "evidence", "global", "Korea", "Japan", "Taiwan", "graph", "paths", "Pro"], shortcut: "SPLC", shortcutAliases: ["SUPPLY"],

package/src/plugins/builtin/supply-chain/model.ts

@@ -2,6 +2,7 @@ import type { SupplyChainPayload, SupplyOptions, SupplyRole, SupplyRow } from ".
 import { SERIES_COLORS } from "../../../theme/series-colors";
 import { revenueAmount } from "../revenue-breakdown/model";
 import { countOf, freePreviewNote } from "../shared/free-preview";
+import { entityTicker } from "./graph-model";
 import { activeRelationship, corroborationLabel, evidenceDate, evidenceLabel, isUnconfirmed, matchesSupplyOptions, trustTier } from "./trust";
 
 /** One colour per role from the shared series palette, the same in the table, the flow and the evidence. */
@@ -43,7 +44,7 @@ export function scopeWords(scope: string): string {
  */
 export function shareParts(row: SupplyRow, focusId?: string | null, { includeReporter = false }: { includeReporter?: boolean } = {}): { value: string; basis: string } | null {
   if (row.pctOfRevenue === null || row.pctBasis === null || trustTier(row) !== 1 || isUnconfirmed(row) || !activeRelationship(row)) return null;
-  const reporter = includeReporter || (focusId && row.reportingEntity.id !== focusId) ? `${row.reportingEntity.ticker ?? row.reportingEntity.name} ` : "";
+  const reporter = includeReporter || (focusId && row.reportingEntity.id !== focusId) ? `${entityTicker(row.reportingEntity) ?? row.reportingEntity.name} ` : "";
   const scope = row.pctScope ? scopeWords(row.pctScope) : "";
   const basis = row.pctBasis === "cost" ? "cost of sales" : row.pctBasis;
   // XBRL dimensions can qualify the numerator, denominator, or both. NVDA's
@@ -55,6 +56,25 @@ export function shareParts(row: SupplyRow, focusId?: string | null, { includeRep
   // Form alone does not identify a metric's duration: a 10-Q includes YTD facts.
   return { value: `${Number(row.pctOfRevenue.toFixed(1))}%`, basis: `of ${reporter}${scoped}` };
 }
+/** An XBRL fact's tagged dimensions, as the filing reader stores them in place of a sentence: "ConcentrationRiskByType=CustomerConcentrationRisk;MajorCustomers=StandardChartered;". */
+const TAGGED_DIMENSIONS = /^\s*[A-Za-z][\w.:-]*=[^;=]*(?:;\s*[A-Za-z][\w.:-]*=[^;=]*)*;?\s*$/;
+export const isTaggedFact = (row: Pick<SupplyRow, "sourceKind" | "quote">) => row.sourceKind === "xbrl" && TAGGED_DIMENSIONS.test(row.quote);
+
+/**
+ * What a disclosure says, in words. A sentence from the filing reads as it is;
+ * a tagged XBRL fact reads as the kind of concentration it tags, its tagged
+ * context and what the share is of: "Customer, Gold, revenue", never the
+ * dimension names.
+ */
+export function disclosureText(row: Pick<SupplyRow, "sourceKind" | "quote" | "pctScope" | "pctBasis">): string {
+  if (!isTaggedFact(row)) return row.quote;
+  const type = /(?:^|;)\s*ConcentrationRiskByType=([^;]*)/.exec(row.quote)?.[1]?.replace(/^.*:/, "").replace(/ConcentrationRisk(Member)?$/, "") ?? "";
+  const kind = type.replace(/([a-z])([A-Z])/g, "$1 $2").trim();
+  const basis = row.pctBasis === "cost" ? "cost of sales" : row.pctBasis;
+  return [kind ? kind[0]!.toUpperCase() + kind.slice(1).toLowerCase() : null, row.pctScope ? scopeWords(row.pctScope) : null, basis]
+    .filter((part): part is string => !!part).join(", ") || "Tagged in the filing";
+}
+
 export function counterpartyName(row: SupplyRow): string {
   if (row.counterparty.aggregate) return `Group: ${row.counterparty.name.replace(/^Undisclosed customer \((.+)\)$/i, "$1")}`;
   if (!row.counterparty.anonymous) return row.counterparty.name;
@@ -78,22 +98,32 @@ export interface SupplyRoleCount { role: SupplyRole; counterparties: number; loc
  * a free preview withholds is reported apart as locked disclosures rather
  * than added to the companies.
  */
-export function supplyRoleCounts(data: Pick<SupplyChainPayload, "says" | "names" | "counts">, views: readonly ("says" | "names")[], options: Required<SupplyOptions>): SupplyRoleCount[] {
+export function supplyRoleCounts(data: Pick<SupplyChainPayload, "says" | "names" | "counts" | "earlier" | "earlierCounts">, views: readonly ("says" | "names")[], options: Required<SupplyOptions>): SupplyRoleCount[] {
   return SUPPLY_ROLE_ORDER.map((role) => {
     const companies = new Set<string>();
     let locked = 0;
     for (const view of views) {
       const rows = data[view].filter((row) => row.role === role);
       for (const row of rows) if (!row.counterparty.aggregate && !isUnconfirmed(row) && matchesSupplyOptions(row, options)) companies.add(row.counterparty.id);
-      locked += Math.max(0, data.counts[view][role] - rows.length);
+      locked += Math.max(0, data.counts[view][role] - rows.length)
+        + Math.max(0, (data.earlierCounts?.[view][role] ?? 0) - earlierRows(data, view).filter((row) => row.role === role).length);
     }
     return { role, counterparties: companies.size, locked };
   }).filter((entry) => entry.counterparties > 0 || entry.locked > 0);
 }
 
+/**
+ * A view's shares from before the latest period their reporter disclosed on
+ * the same basis: dated, listed apart from the current rows and never counted
+ * as current counterparties. Empty from servers that do not split them.
+ */
+export const earlierRows = (data: Pick<SupplyChainPayload, "earlier">, view: "says" | "names"): SupplyRow[] => data.earlier?.[view] ?? [];
+
 /** Disclosures a free preview withholds from these views: the server's counts less the rows it sent. */
-export function lockedDisclosures(data: Pick<SupplyChainPayload, "says" | "names" | "counts">, views: readonly ("says" | "names")[]): number {
-  return views.reduce((sum, view) => sum + Math.max(0, Object.values(data.counts[view]).reduce((a, b) => a + b, 0) - data[view].length), 0);
+export function lockedDisclosures(data: Pick<SupplyChainPayload, "says" | "names" | "counts" | "earlier" | "earlierCounts">, views: readonly ("says" | "names")[]): number {
+  const total = (counts: Record<SupplyRole, number> | undefined) => Object.values(counts ?? {}).reduce((a, b) => a + b, 0);
+  return views.reduce((sum, view) => sum + Math.max(0, total(data.counts[view]) - data[view].length)
+    + Math.max(0, total(data.earlierCounts?.[view]) - earlierRows(data, view).length), 0);
 }
 
 /** The lock line of a free preview, in the same words in the pane and `fn SPLC`. */
@@ -111,16 +141,32 @@ export const nativeValue = (row: SupplyRow) => row.nativeAmount == null || !row.
 export const disclosedValue = (row: SupplyRow) => nativeValue(row) ?? dollars(row);
 const QUOTE_LANGUAGES: Record<string, string> = { ko: "Korean", ja: "Japanese", zh: "Chinese", "zh-TW": "Chinese", "zh-Hant": "Chinese", "zh-Hans": "Chinese", en: "English" };
 export const quoteLanguageLabel = (row: Pick<SupplyRow, "quoteLanguage">) => QUOTE_LANGUAGES[row.quoteLanguage ?? ""] ?? row.quoteLanguage ?? "original language";
+/**
+ * How long a period is, in the words the KPI pane uses for a period's kind:
+ * a share of receivables is a balance at the period end, an instant. Null
+ * when the source does not say; a form or a period label never does.
+ */
+function periodLength(months: number | null | undefined): string | null {
+  if (months == null) return null;
+  return months === 0 ? "instant" : months === 3 ? "quarter" : months === 6 ? "half" : months === 12 ? "year" : `${months} month${months === 1 ? "" : "s"}`;
+}
+/** The period end with its length when the source states it: 2026-07-31 half. */
+export const periodText = (row: Pick<SupplyRow, "period" | "periodMonths">) => {
+  const length = periodLength(row.periodMonths);
+  return length ? `${row.period} ${length}` : row.period;
+};
 export const sourceLabel = (row: SupplyRow) => row.sourceKind === "xbrl" ? "XBRL" : row.sourceKind === "filing_text" ? row.form ?? "Filing" : row.sourceKind === "call" ? "Call" : row.sourceKind === "news" ? "News" : row.sourceKind === "press_release" ? "Release" : row.sourceKind === "web" ? "Web" : "Disclosure";
 export function cellText(row: SupplyRow, column: string): string {
-  return column === "name" ? counterpartyName(row) : column === "ticker" ? row.counterparty.ticker ?? "--"
+  return column === "name" ? counterpartyName(row) : column === "ticker" ? entityTicker(row.counterparty) ?? "--"
     : column === "role" ? roleLabel(row.role) : column === "direction" ? row.direction === "in" ? "In" : row.direction === "out" ? "Out" : "Both"
-    : column === "pct" ? percentage(row) : column === "usd" ? disclosedValue(row) : column === "fy" ? row.period
+    : column === "pct" ? percentage(row) : column === "usd" ? disclosedValue(row) : column === "fy" ? periodText(row)
     : column === "publisher" ? row.evidence?.find((item) => item.status === "active")?.publisher ?? row.reportingEntity.name
     : column === "corroboration" ? corroborationLabel(row)
     : column === "evidence" ? evidenceLabel(row) : column === "source" ? sourceLabel(row) : column === "filed" ? evidenceDate(row) : `${Math.round(row.confidence * 100)}%`;
 }
 export type SupplySort = { column: string; direction: "asc" | "desc" };
+/** Shares of different bases never rank against each other: revenue first, receivables last. */
+const SHARE_BASIS_ORDER: readonly SupplyRow["pctBasis"][] = ["revenue", "cost", "purchases", "receivables"];
 export function sortRows(rows: SupplyRow[], sort: SupplySort): SupplyRow[] {
   const value = (row: SupplyRow): string | number | null => sort.column === "pct" ? row.pctOfRevenue : sort.column === "usd" ? row.nativeAmount != null ? row.nativeAmount * (row.nativeScale ?? 1) : row.usd
     : sort.column === "confidence" ? row.confidence : sort.column === "evidence" ? trustTier(row) : cellText(row, sort.column).toLowerCase();
@@ -131,6 +177,11 @@ export function sortRows(rows: SupplyRow[], sort: SupplySort): SupplyRow[] {
       const difference = currency(a).localeCompare(currency(b));
       if (difference) return difference;
     }
+    // Group bases before comparing shares: 30% of receivables is not more than 21% of revenue.
+    if (sort.column === "pct" && x !== null && y !== null) {
+      const difference = SHARE_BASIS_ORDER.indexOf(a.pctBasis) - SHARE_BASIS_ORDER.indexOf(b.pctBasis);
+      if (difference) return difference;
+    }
     return x === null || y === null ? x === y ? 0 : x === null ? 1 : -1
     : x === y ? a.id.localeCompare(b.id) : (x < y ? -1 : 1) * (sort.direction === "asc" ? 1 : -1); });
 }
@@ -158,17 +209,27 @@ export function flowBands(rows: SupplyRow[], limit: number, pages: Partial<Recor
   }
   return Object.fromEntries((Object.keys(grouped) as FlowBand[]).map((band) => {
     const values = sortRows(grouped[band], { column: "pct", direction: "desc" });
-    // One reporter, period and revenue scope form a compatible percentage scale.
+    // One reporter, period and revenue scope form a compatible percentage scale,
+    // and a quarter and a half ending on that date do not: each stated length
+    // is its own scale, which a share whose length is not stated can join.
     // Prefer the largest compatible group, then whole-company revenue on a tie.
-    const revenueGroups = new Map<string, SupplyRow[]>();
+    const revenueGroups = new Map<string, { length: number | null; rows: SupplyRow[] }>();
+    const unstated = new Map<string, SupplyRow[]>();
     for (const row of values) if (trustTier(row) === 1 && band === "customers" && row.pctBasis === "revenue" && !(row.sourceKind === "xbrl" && row.pctScope) && (row.pctOfRevenue ?? 0) > 0 && (!focusId || row.reportingEntity.id === focusId)) {
-      const key = revenueKey(row);
-      revenueGroups.set(key, [...(revenueGroups.get(key) ?? []), row]);
+      const key = revenueKey(row), length = row.periodMonths ?? null;
+      if (length === null) unstated.set(key, [...(unstated.get(key) ?? []), row]);
+      else revenueGroups.set(`${key}:${length}`, { length, rows: [...(revenueGroups.get(`${key}:${length}`)?.rows ?? []), row] });
+    }
+    for (const [key, rows] of unstated) {
+      const stated = [...revenueGroups.values()].filter((group) => revenueKey(group.rows[0]!) === key);
+      for (const group of stated) group.rows.push(...rows);
+      if (!stated.length) revenueGroups.set(key, { length: null, rows });
     }
-    const revenueGroup = [...revenueGroups.values()].sort((a, b) => b.length - a.length || Number(a[0]!.pctScope !== null) - Number(b[0]!.pctScope !== null))[0];
-    const scaleKey = revenueGroup ? revenueKey(revenueGroup[0]!) : null;
+    const revenueGroup = [...revenueGroups.values()].sort((a, b) => b.rows.length - a.rows.length || Number(a.rows[0]!.pctScope !== null) - Number(b.rows[0]!.pctScope !== null))[0];
+    const scaleKey = revenueGroup ? revenueKey(revenueGroup.rows[0]!) : null;
     const value = (row: SupplyRow) => trustTier(row) !== 1 ? 0 : scaleKey === null ? row.usd ?? 0
-      : row.pctBasis === "revenue" && !(row.sourceKind === "xbrl" && row.pctScope) && revenueKey(row) === scaleKey ? row.pctOfRevenue ?? 0 : 0;
+      : row.pctBasis === "revenue" && !(row.sourceKind === "xbrl" && row.pctScope) && revenueKey(row) === scaleKey
+        && (row.periodMonths == null || revenueGroup!.length === null || row.periodMonths === revenueGroup!.length) ? row.pctOfRevenue ?? 0 : 0;
     // Use the entire band: paging must not change an existing ribbon's width.
     const max = Math.max(0, ...values.map(value));
     const ordered = [...values].sort((a, b) => value(b) - value(a));
@@ -176,7 +237,7 @@ export function flowBands(rows: SupplyRow[], limit: number, pages: Partial<Recor
     const start = paged ? ((pages[band] ?? 0) % Math.ceil(values.length / pageSize)) * pageSize : 0;
     const visible = ordered.slice(start, start + (paged ? pageSize : limit));
     const nodes: FlowNode[] = visible.map((row) => ({ id: row.id, label: counterpartyName(row), row, band, more: 0,
-      weight: value(row) > 0 ? value(row) / max : null, weightScope: revenueGroup?.[0]?.pctScope ?? null, weightBasis: scaleKey ? "revenue" : max > 0 ? "usd" : null }));
+      weight: value(row) > 0 ? value(row) / max : null, weightScope: revenueGroup?.rows[0]?.pctScope ?? null, weightBasis: scaleKey ? "revenue" : max > 0 ? "usd" : null }));
     if (paged) nodes.push({ id: `more:${band}`, label: `+${values.length - visible.length} more`, row: null, band, more: values.length - visible.length, weight: null, weightScope: null, weightBasis: null });
     return [band, nodes];
   })) as Record<FlowBand, FlowNode[]>;

package/src/plugins/builtin/supply-chain/pane.tsx

@@ -11,6 +11,7 @@ import {
 import { ClippedText } from "../../../components/ui/display";
 import { RatioBar } from "../../../components/ui/ratio-bar";
 import { getTableWidth } from "../../../components/ui/table-layout";
+import { chromeBarRows } from "../../../components/layout/pane/sizing";
 import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
 import { useAsyncResource, useAutoRefresh, usePaneSettingValue, usePluginAppActions, usePluginPaneState } from "../../../public/react";
 import { usePaneTickerIdentity } from "../../../state/hooks/pane-ticker";
@@ -27,8 +28,9 @@ import { cachedSupplyChain, loadSupplyChain, SUPPLY_UNAVAILABLE, validateSupplyC
 import { useSupplyEvidence } from "./evidence";
 import { SupplyFlow } from "./flow";
 import { SupplyGraphPane } from "./graph-pane";
+import { entityTicker } from "./graph-model";
 import {
-  cellText, counterpartyKind, counterpartyKindLabel, counterpartyLabel, counterpartyName, disclosedValue, lockedDisclosures, nativeValue, percentage, ROLE_COLORS, roleLabel,
+  cellText, counterpartyKind, counterpartyKindLabel, counterpartyLabel, counterpartyName, disclosedValue, earlierRows, lockedDisclosures, nativeValue, percentage, ROLE_COLORS, roleLabel,
   shareParts, sortRows, supplyPreviewNote, supplyRoleCounts, type SupplySort,
 } from "./model";
 import { RowEvidence } from "./row-evidence";
@@ -55,6 +57,8 @@ function shareBarCells(width: number, bases: readonly number[]): number {
 }
 const longestBasis = (bases: readonly number[], width: number) => Math.max(0, ...bases.filter((cells) => SHARE_BAR_MIN_CELLS + 1 + cells <= width));
 
+/** A period end date; its length, when the source states it, follows it in a wider column. */
+const PERIOD_DATE_CELLS = 10;
 /**
  * Columns that fit the pane, giving up the least first: the share bar shortens
  * to keep the whole basis, the name shortens to 18 cells, the ticker folds into
@@ -64,7 +68,7 @@ const longestBasis = (bases: readonly number[], width: number) => Math.max(0, ..
  * Value shows only when some row discloses a value, retaining its original
  * currency and units.
  */
-function tableColumns(width: number, desktop: boolean, locked: boolean, valueWidth: number | null, bases: readonly number[]): DataTableColumn[] {
+function tableColumns(width: number, desktop: boolean, locked: boolean, valueWidth: number | null, bases: readonly number[], periodWidth = PERIOD_DATE_CELLS): DataTableColumn[] {
   const wide = width >= 150, medium = width >= 110;
   const name: DataTableColumn = { id: "name", label: "Counterparty", width: Math.max(locked && !desktop ? 34 : 0, wide ? 30 : medium ? 26 : 20), flexGrow: 1, align: "left" };
   const share: DataTableColumn = { id: "pct", label: "Share", width: wide ? 34 : medium ? 30 : 26, align: "left" };
@@ -75,7 +79,7 @@ function tableColumns(width: number, desktop: boolean, locked: boolean, valueWid
     { id: "role", label: "Role", width: 11, align: "left" },
     share,
     ...(valueWidth !== null ? [{ id: "usd", label: "Value", width: Math.max(medium ? 10 : 8, valueWidth), align: "right" as const }] : []),
-    { id: "fy", label: "Period", width: 10, align: "left" },
+    { id: "fy", label: "Period", width: periodWidth, align: "left" },
     ...(wide ? [
       { id: "filed", label: "Published", width: 10, align: "left" as const },
       { id: "publisher", label: "Publisher", width: 16, align: "left" as const },
@@ -176,17 +180,21 @@ function SupplyView({ symbol, width, height, focused }: Pick<PaneProps, "width"
   const allRows = useMemo(() => data ? [...data.says, ...data.names].filter((row) => matchesSupplyOptions(row, options)) : [], [data, options]);
   const [flowIds, setFlowIds] = useState<string[]>([]);
   const rows = useMemo(() => data ? sortRows(data[view].filter((row) => matchesSupplyOptions(row, options)), sort) : [], [data, view, sort, options]);
-  const selectionRows = tab === "flow" ? allRows.filter((row) => flowIds.includes(row.id)) : rows;
+  // Shares from before the reporter's latest period: their own section, never among the current rows or the flow.
+  const earlier = useMemo(() => data ? sortRows(earlierRows(data, view).filter((row) => matchesSupplyOptions(row, options)), sort) : [], [data, view, sort, options]);
+  const tableRows = useMemo(() => [...rows, ...earlier], [rows, earlier]);
+  const selectionRows = tab === "flow" ? allRows.filter((row) => flowIds.includes(row.id)) : tableRows;
   const selected = tab === "flow" && selectedId?.startsWith("more:") ? null
     : selectionRows.find((row) => row.id === selectedId) ?? (tab === "flow" ? allRows.find((row) => row.id === flowIds[0]) : rows[0]) ?? null;
-  const openRow = allRows.find((row) => row.id === openId) ?? (openingEvidence && openId === null ? rows[0] : null) ?? null;
-  useSupplyEvidence(graphTab ? null : data, tab, view, tab === "flow" ? flowIds : rows.map((row) => row.id), openRow?.id ?? null, options.tiers);
+  const openRow = allRows.find((row) => row.id === openId) ?? earlier.find((row) => row.id === openId) ?? (openingEvidence && openId === null ? rows[0] : null) ?? null;
+  useSupplyEvidence(graphTab ? null : data, tab, view, tab === "flow" ? flowIds : tableRows.map((row) => row.id), openRow?.id ?? null, options.tiers);
   const locked = data?.truncated ? lockedDisclosures(data, [view]) : 0;
   const items = useMemo<SectionedRow<Item>[]>(() => buildSectionedRows<Item>([
     { label: "Relationships", items: rows.filter((row) => !isUnconfirmed(row)).map((row) => ({ kind: "edge", row })) },
     { label: "Unconfirmed", items: rows.filter(isUnconfirmed).map((row) => ({ kind: "edge", row })) },
+    { label: "Earlier periods", items: earlier.map((row) => ({ kind: "edge", row })) },
     { label: "Pro", items: Array.from({ length: Math.min(3, locked) }, (_, i) => ({ kind: "locked", id: `locked:${i}` })) },
-  ], itemId), [rows, locked]);
+  ], itemId), [rows, earlier, locked]);
   const { strip, rows: tabRows } = usePaneTabs(symbol ? { tabs: [{ value: "table", label: "Table" }, { value: "flow", label: "Flow", disabled: tooSmall }, { value: "graph", label: "Graph" }, { value: "path", label: "Path" }], activeValue: tab, onSelect: setTab, focused, dense: true } : null);
   useAutoRefresh(resource.updatedAt, resource.load);
   usePaneRefreshKey(() => void resource.reload(), { focused: focused && !graphTab });
@@ -217,10 +225,16 @@ function SupplyView({ symbol, width, height, focused }: Pick<PaneProps, "width"
     ...(savedTab === "flow" && tooSmall ? ["Flow needs a wider pane. Showing the table."] : []),
   ] });
   const focusId = data?.entity?.id;
-  const values = rows.filter((row) => nativeValue(row) !== null || row.usd !== null);
+  const values = tableRows.filter((row) => nativeValue(row) !== null || row.usd !== null);
   const valueWidth = values.length ? Math.min(28, Math.max(...values.map((row) => displayWidth(disclosedValue(row).replace(/ (disclosed|derived)$/, ""))))) : null;
-  const bases = rows.flatMap((row) => { const share = shareParts(row, focusId); return share ? [displayWidth(share.basis)] : []; });
-  const columns = tableColumns(width, desktop, locked > 0, valueWidth, bases);
+  const bases = tableRows.flatMap((row) => { const share = shareParts(row, focusId); return share ? [displayWidth(share.basis)] : []; });
+  // The period's length follows its end date when the source states it (2026-07-31 half) and costs
+  // no column; laid out a cell narrower, the table also clears its own scrollbar. Otherwise the
+  // evidence view says it.
+  const periodWidth = Math.max(PERIOD_DATE_CELLS, ...tableRows.map((row) => displayWidth(cellText(row, "fy"))));
+  const dated = tableColumns(width, desktop, locked > 0, valueWidth, bases);
+  const lengths = periodWidth > PERIOD_DATE_CELLS ? tableColumns(width - 1, desktop, locked > 0, valueWidth, bases, periodWidth) : null;
+  const columns = lengths?.some((column) => column.id === "fy") && lengths.map((column) => column.id).join() === dated.map((column) => column.id).join() ? lengths : dated;
   const renderCell = (entry: SectionedRow<Item>, column: DataTableColumn, _index: number, state: { selected: boolean }): DataTableCell => {
     if (!isSectionedItemRow(entry)) return { text: "" };
     const item = entry.item;
@@ -245,7 +259,7 @@ function SupplyView({ symbol, width, height, focused }: Pick<PaneProps, "width"
         // The desktop always says it in one word: the Role column beside it names the role, and the name takes the room.
         const full = counterpartyKindLabel(row);
         const kind = !desktop && full && displayWidth(counterpartyLabel(row)) + displayWidth(full) + 4 <= column.width ? full : counterpartyKindLabel(row, true);
-        const ticker = !columns.some((entry) => entry.id === "ticker") ? row.counterparty.ticker : null;
+        const ticker = !columns.some((entry) => entry.id === "ticker") ? entityTicker(row.counterparty) : null;
         const room = Math.max(8, column.width - (kind ? displayWidth(kind) + 4 : 0) - (ticker ? displayWidth(ticker) + 1 : 0));
         // On the desktop the name gives way at the column's edge by CSS and the ticker and kind keep their room.
         return { text: cellText(row, "name"), content: <Box flexDirection="row" height={1} gap={ticker ? 1 : 2} overflow="hidden" {...(desktop ? { flexShrink: 1, minWidth: 0 } : {})}>
@@ -255,7 +269,7 @@ function SupplyView({ symbol, width, height, focused }: Pick<PaneProps, "width"
         </Box> };
       }
       case "ticker": {
-        const ticker = row.counterparty.ticker;
+        const ticker = entityTicker(row.counterparty);
         if (!ticker) return { text: "", value: null };
         return { text: ticker, color: colors.textBright, content: desktop ? <Badge label={ticker} tone="accent" /> : undefined };
       }
@@ -267,7 +281,7 @@ function SupplyView({ symbol, width, height, focused }: Pick<PaneProps, "width"
         content: <ShareCell row={row} focusId={focusId} width={column.width} bases={bases} selected={state.selected} /> };
       case "usd": return nativeValue(row) === null && row.usd === null ? { text: "", value: null }
         : { text: disclosedValue(row).replace(/ (disclosed|derived)$/, ""), value: row.nativeAmount != null ? row.nativeAmount * (row.nativeScale ?? 1) : row.usd, color: colors.text };
-      case "fy": return { text: row.period, color: colors.textDim };
+      case "fy": return { text: displayWidth(cellText(row, "fy")) <= column.width ? cellText(row, "fy") : row.period, color: colors.textDim };
       default: return { text: cellText(row, column.id) };
     }
   };
@@ -287,7 +301,7 @@ function SupplyView({ symbol, width, height, focused }: Pick<PaneProps, "width"
   // A short flow keeps one row of figures, dropping the last roles, so the cards keep their room.
   const flowFigures = bodyHeight < 26 ? figures.slice(0, flowFigureColumns) : figures;
   const selectedShare = selected ? shareParts(selected, focusId) : null;
-  const flowMeta = selected ? `${selected.reportingEntity.ticker ?? selected.reportingEntity.name} ${evidenceLabel(selected)} · ${selectedShare ? `${selectedShare.value} ${selectedShare.basis}`
+  const flowMeta = selected ? `${entityTicker(selected.reportingEntity) ?? selected.reportingEntity.name} ${evidenceLabel(selected)} · ${selectedShare ? `${selectedShare.value} ${selectedShare.basis}`
     : nativeValue(selected) !== null || selected.usd !== null ? disclosedValue(selected) : `${roleLabel(selected.role)}, no figure disclosed`}` : undefined;
   return <Box width={width} height={height} flexDirection="column">
     {strip}
@@ -299,7 +313,7 @@ function SupplyView({ symbol, width, height, focused }: Pick<PaneProps, "width"
           <QueryBar width={width} filters={[tierFilter]} meta={flowMeta} />
           <StatGrid items={flowFigures} width={width} columns={flowFigureColumns} />
           <SupplyFlow rows={allRows} symbol={symbol} focusName={data.entity?.name ?? null} focusId={focusId} width={width}
-            height={Math.max(10, bodyHeight - 1 - statGridRows(flowFigures, width, flowFigureColumns) - (data.truncated ? 1 : 0))} focused={focused && !openRow} selectedId={selectedId}
+            height={Math.max(10, bodyHeight - chromeBarRows(desktop) - statGridRows(flowFigures, width, flowFigureColumns) - (data.truncated ? 1 : 0))} focused={focused && !openRow} selectedId={selectedId}
             onSelect={setSelected} onOpen={navigate} onVisible={setFlowIds} />
           {data.truncated ? <Box paddingX={1}><UpgradeLabel text="Upgrade to see every relationship" onPress={openUpgrade} role="supply-upgrade" /></Box> : null}
         </Box> : <DataTableView<SectionedRow<Item>> columns={columns}

package/src/plugins/builtin/supply-chain/row-evidence.tsx

@@ -6,7 +6,7 @@ import { scrollByLines } from "../../../state/pane-scroll-registry";
 import { useThemeColors } from "../../../theme/theme-context";
 import { Box, Text, useUiCapabilities, type ScrollBoxRenderable } from "../../../ui";
 import { isPlainKey } from "../../../utils/keyboard";
-import { counterpartyKind, counterpartyKindLabel, disclosedValue, dollars, nativeValue, ROLE_COLORS, roleLabel, shareParts, sourceLabel } from "./model";
+import { counterpartyKind, counterpartyKindLabel, disclosedValue, disclosureText, dollars, isTaggedFact, nativeValue, periodText, ROLE_COLORS, roleLabel, shareParts, sourceLabel } from "./model";
 import { canShowQuote, corroborationLabel, evidenceDate, evidenceLabel, isUnconfirmed, tierLabel } from "./trust";
 import { DisclosureQuote } from "./disclosure-quote";
 
@@ -49,7 +49,7 @@ export function SupplySources({ row, width, onOpenSource }: { row: SupplyRow; wi
       </Section>) : <>
       <KeyValueRow label="Disclosure" value={`${sourceLabel(row)} · filed ${row.filedDate ?? "--"}`} labelWidth={20} />
       {row.quoteMatchMode ? <KeyValueRow label="Evidence match" value={row.quoteMatchMode === "exact" ? "Exact text" : row.quoteMatchMode === "whitespace" ? "Whitespace normalized" : "Unicode and whitespace normalized"} labelWidth={20} /> : null}
-      <DisclosureQuote role={row.role} quote={row.quote} quoteLanguage={row.quoteLanguage} width={width} />
+      <DisclosureQuote role={row.role} quote={disclosureText(row)} quoteLanguage={row.quoteLanguage} width={width} label={isTaggedFact(row) ? "Tagged in the filing" : undefined} />
       {row.quoteGloss ? <SourceGloss text={row.quoteGloss} width={width} /> : null}
       {sourceLink(row.filingUrl, `Open ${row.form ?? "filing"}${row.filedDate ? ` filed ${row.filedDate}` : ""}`, `Open ${row.form ?? "source"} filing`)}
     </>}
@@ -72,7 +72,7 @@ export function RowEvidence({ row, focusId, width, height, focused }: { row: Sup
   const figures: StatItem[] = [
     ...(share ? [{ id: "share", label: "Share", value: share.value, detail: share.basis }] : []),
     ...(native || row.usd !== null ? [{ id: "value", label: "Value", value: disclosedValue(row) }] : []),
-    { id: "period", label: "Period", value: row.period, detail: row.fiscalYear ? `Fiscal year ${row.fiscalYear}` : undefined },
+    { id: "period", label: "Period", value: periodText(row), detail: row.fiscalYear ? `Fiscal year ${row.fiscalYear}` : undefined },
     { id: "published", label: "Published", value: evidenceDate(row), detail: evidenceLabel(row) },
     { id: "confidence", label: "Confidence", value: `${Math.round(row.confidence * 100)}%` },
   ];
@@ -80,7 +80,8 @@ export function RowEvidence({ row, focusId, width, height, focused }: { row: Sup
   return <Box width={width} height={desktop ? undefined : height} flexGrow={1} flexBasis={0} minHeight={0}>
     <DetailScrollBody ref={scrollRef} resetScrollKey={row.id}>
       <StatGrid items={figures} width={width} />
-      <Box flexDirection="column" paddingX={1} paddingTop={1}>
+      {/* The desktop's detail body already holds the pane's inset. */}
+      <Box flexDirection="column" paddingX={desktop ? 0 : 1} paddingTop={1}>
         <Box flexDirection="row" gap={1}><Badge tone={isUnconfirmed(row) ? "neutral" : "accent"} label={evidenceLabel(row)} />
           {row.leadStatus === "verified" ? <Badge tone="positive" label="Verified" /> : null}</Box>
         <KeyValueRow label="Reporting company" value={row.reportingEntity.name} labelWidth={20} />

package/src/plugins/builtin/themes/model.ts

@@ -1,6 +1,6 @@
 import { THEME_PERIODS, type ThemeAggregate, type ThemeMember, type ThemePeriod, type ThemeSummary } from "../../../api-client/themes";
 import type { DataTableColumn } from "../../../components";
-import { getTableWidth } from "../../../components/ui/table-layout";
+import { dropColumnsToFit, getTableWidth } from "../../../components/ui/table-layout";
 import { extendedSessionStateLabel, type ExtendedSession } from "../../../market-data/market/status";
 import { compareSortValues, type SortDirection } from "../../../utils/sort-values";
 
@@ -136,11 +136,8 @@ export function memberColumns(width: number, extendedSessions: readonly Extended
   ["return3MPercent", "returnYtdPercent", "return1MPercent", "return1WPercent", "preMarket", "afterHours", "name", "price"]);
 }
 function fitColumns(columns: DataTableColumn[], width: number, drop: string[]): DataTableColumn[] {
+  columns = dropColumnsToFit(columns, width, drop);
   const used = () => getTableWidth(columns);
-  for (const id of drop) {
-    if (used() <= width) break;
-    columns = columns.filter((col) => col.id !== id);
-  }
   const name = columns.find((col) => col.id === "name") ?? columns[0]!;
   const spare = width - used();
   name.width = Math.max(8, name.width + Math.min(spare, Math.max(0, 36 - name.width)));