gloomberb 0.18.0 → 0.18.1

package/src/plugins/builtin/analytics/risk-model.ts

@@ -36,6 +36,7 @@ import {
   type RiskHoldingRequest,
   type RiskMarketSnapshot,
 } from "./risk-client";
+import { accountFxPair, accountFxReason, convertReturnsToAccount, FX_UNAVAILABLE, type AccountFx } from "./risk-fx";
 
 interface PortfolioRiskHolding {
   id: string;
@@ -43,7 +44,10 @@ interface PortfolioRiskHolding {
   exchange: string;
   quantity: number;
   currency: string;
-  /** Signed USD value at the current mark; only these marks weight the basket. */
+  /**
+   * Signed value at the current USD mark, in the account currency at its
+   * current rate; only these marks weight the basket.
+   */
   value: number | null;
   /** Weight in the covered basket, null outside it. */
   weight: number | null;
@@ -59,6 +63,7 @@ interface PortfolioRiskHolding {
   /** The listing currency its closes were converted from at daily FX closes; null for a USD listing. */
   convertedFrom: string | null;
   historyAsOf: string | null;
+  /** Daily returns in the account currency. */
   returns: DatedReturn[];
   error: string | null;
   /** Why the holding is outside the basket; null when it qualifies. */
@@ -325,6 +330,24 @@ function outsideValue(
   const value = resolvePortfolioMarketValue(metrics, unit != null && Number.isFinite(unit) ? unit : null)?.gross;
   return value != null && Number.isFinite(value) ? value : null;
 }
+/** USD returns in the account currency, or none with the reason its daily closes cannot convert them. */
+function accountReturns(returns: readonly DatedReturn[], account: AccountFx): { returns: DatedReturn[]; error: string | null } {
+  if (account.error) return { returns: [], error: account.error };
+  try {
+    return { returns: convertReturnsToAccount(returns, account), error: null };
+  } catch (error) {
+    return { returns: [], error: error instanceof Error ? error.message : accountFxReason(account.currency, FX_UNAVAILABLE) };
+  }
+}
+/**
+ * "returns in TRY at daily USD/TRY closes": the currency the basket views of a
+ * non-USD account are in and how they got there; null for a USD account, or
+ * when its daily closes were unavailable and nothing converted.
+ */
+export function riskReturnsCurrency(model: Pick<PortfolioRiskModel, "accountConversion"> | null | undefined): string | null {
+  const conversion = model?.accountConversion;
+  return conversion ? `returns in ${conversion.currency} at daily ${conversion.pair} closes` : null;
+}
 // The epsilon keeps 29 of 100 at 29%, not the 28 that 0.29 * 100 rounds down to.
 const coveragePercent = (share: number) => Math.floor(share * 100 + 1e-9);
 const holdingCount = (count: number) => `${count} holding${count === 1 ? "" : "s"}`;
@@ -441,7 +464,27 @@ export function buildPortfolioRisk(
   const byId = new Map(
     market.histories.map((row) => [riskInstrumentId(row.instrument), row]),
   );
-  const rates = market.fxRates ?? {};
+  // A non-USD account converts every USD return at its currency's daily closes and every USD mark at its current rate.
+  const account: AccountFx | null =
+    portfolio.currency === "USD"
+      ? null
+      : market.accountFx?.currency === portfolio.currency
+        ? market.accountFx
+        : {
+            currency: portfolio.currency,
+            pair: accountFxPair(portfolio.currency),
+            closes: {},
+            first: null,
+            asOf: null,
+            error: accountFxReason(portfolio.currency, FX_UNAVAILABLE),
+          };
+  // Without a current rate the latest daily close values the account.
+  const latestAccountClose = account?.asOf ? account.closes[account.asOf] : undefined;
+  const rates: Readonly<Record<string, number>> =
+    account && !((market.fxRates?.[account.currency] ?? 0) > 0) && latestAccountClose
+      ? { ...market.fxRates, [account.currency]: latestAccountClose }
+      : (market.fxRates ?? {});
+  const accountRate = account ? rates[account.currency] : undefined;
   const holdings: PortfolioRiskHolding[] = portfolioRiskTickers(
     tickers,
     portfolio.id,
@@ -471,14 +514,11 @@ export function buildPortfolioRisk(
     const listingCurrency =
       quote?.currency ?? close?.currency ?? history?.listing?.currency ?? ticker.metadata.currency;
     const foreign = !convertedFrom && listingCurrency !== "USD";
-    const error =
+    const usdError =
       syntheticPositionUnsupportedReason(ticker, "USD", portfolio.id) ??
       (lots.some((row) => !Number.isFinite(row.shares))
         ? "Invalid position quantity"
         : null) ??
-      (portfolio.currency !== "USD"
-        ? "Historical account-currency FX is required"
-        : null) ??
       (ticker.metadata.currency &&
       (convertedFrom ?? mark?.currency) &&
       ticker.metadata.currency !== (convertedFrom ?? mark?.currency)
@@ -490,10 +530,13 @@ export function buildPortfolioRisk(
         : null) ??
       history?.error ??
       (!history ? "Daily history unavailable" : null);
+    // A holding with a USD history converts into the account currency, or is left out with the reason it cannot.
+    const inAccount = account && !usdError ? accountReturns(history?.returns ?? [], account) : null;
+    const error = usdError ?? inAccount?.error ?? null;
     const priceDate = close ? close.date : regularClose ? regularClose.date : quoteDate(quote?.lastUpdated);
     const marked =
       mark &&
-      mark.currency === portfolio.currency &&
+      mark.currency === "USD" &&
       !mark.stale &&
       Number.isFinite(mark.price) &&
       mark.price > 0 &&
@@ -506,8 +549,9 @@ export function buildPortfolioRisk(
         error?.startsWith("Short positions"))
         ? quantity * mark.price
         : null;
-    const value = marked != null && Number.isFinite(marked) ? marked : null;
-    const returns = history?.returns ?? [];
+    const accountValue = marked == null || !account ? marked : accountRate! > 0 ? marked / accountRate! : null;
+    const value = accountValue != null && Number.isFinite(accountValue) ? accountValue : null;
+    const returns = inAccount?.returns ?? history?.returns ?? [];
     const leftOut =
       error ??
       (value == null || value <= 0
@@ -529,7 +573,8 @@ export function buildPortfolioRisk(
       priceAsOf: priceDate,
       markSource: close ? "close" : regularClose ? "regular-close" : quote ? "quote" : null,
       convertedFrom,
-      historyAsOf: history?.asOf ?? null,
+      // Converted returns end with the account currency's last daily close.
+      historyAsOf: (inAccount ? inAccount.returns.at(-1)?.dateKey : null) ?? history?.asOf ?? null,
       returns,
       error,
       leftOut,
@@ -610,7 +655,14 @@ export function buildPortfolioRisk(
     );
     return (instrument && byId.get(riskInstrumentId(instrument))?.returns) || [];
   };
-  const benchmark = proxy(RISK_BENCHMARK);
+  // SPY's USD returns are the market factor and the equity stress; the risk
+  // rows compare the basket with SPY in the basket's own currency. A session
+  // without an account close is a gap in that benchmark, never bridged, so it
+  // cannot blank the holdings the closes do cover.
+  const spy = proxy(RISK_BENCHMARK);
+  const benchmark = account
+    ? accountReturns(spy.filter((point) => account.closes[point.startDateKey] && account.closes[point.dateKey]), account).returns
+    : spy;
   // Since the filing only for a portfolio that has one; any other keeps the trailing window and says why.
   const filed = window.since === "filed" ? portfolio.importedFrom?.filed ?? null : null;
   if (window.since === "filed" && !filed)
@@ -647,12 +699,13 @@ export function buildPortfolioRisk(
   const metrics = filed
     ? sinceBasketRisk(sample, filed, RISK_BENCHMARK)
     : rollingBasketRisk(sample, undefined, RISK_BENCHMARK);
+  // Factor proxies stay in USD: a beta is the account-currency move per unit of the factor as it trades.
   const factors = [
-    { id: "market", label: "Market (SPY)", series: benchmark },
+    { id: "market", label: "Market (SPY)", series: spy },
     {
       id: "size",
       label: "Size (IWM - SPY)",
-      series: subtractReturns(proxy("IWM"), benchmark),
+      series: subtractReturns(proxy("IWM"), spy),
     },
     {
       id: "value",
@@ -662,7 +715,12 @@ export function buildPortfolioRisk(
     {
       id: "momentum",
       label: "Momentum (MTUM - SPY)",
-      series: subtractReturns(proxy("MTUM"), benchmark),
+      series: subtractReturns(proxy("MTUM"), spy),
+    },
+    {
+      id: "quality",
+      label: "Quality (QUAL - SPY)",
+      series: subtractReturns(proxy("QUAL"), spy),
     },
     { id: "rates", label: "Rates (IEF)", series: proxy("IEF") },
     {
@@ -690,7 +748,7 @@ export function buildPortfolioRisk(
     {
       id: "equity",
       label: `Index ${shifts.equity > 0 ? "+" : ""}${shifts.equity}%`,
-      series: benchmark,
+      series: spy,
       shock: shifts.equity / 100,
       source: "SPY price return",
     },
@@ -772,7 +830,7 @@ export function buildPortfolioRisk(
       asOf: row.priceAsOf,
       detail: row.leftOut
         ? row.leftOut
-        : `${row.quantity} shares; ${formatNumber(row.value ?? undefined)} ${row.currency}${row.markSource === "close" || row.markSource === "regular-close" ? ` at ${row.priceAsOf} close` : ""}${row.convertedFrom ? ` from ${row.convertedFrom} at daily FX` : ""}; history ${row.historyAsOf}`,
+        : `${row.quantity} shares; ${formatNumber(row.value ?? undefined)} ${portfolio.currency}${row.markSource === "close" || row.markSource === "regular-close" ? ` at ${row.priceAsOf} close` : ""}${row.convertedFrom ? ` from ${row.convertedFrom} at daily FX` : ""}; history ${row.historyAsOf}`,
       ...(row.leftOut ? { leftOut: row.leftOut } : {}),
     })),
     correlation: correlation.map((row) => ({
@@ -947,6 +1005,11 @@ export function buildPortfolioRisk(
     notes,
     fetchedAt: market.fetchedAt,
     benchmark: RISK_BENCHMARK,
+    /** The currency a non-USD account's returns converted into, at the daily closes of `pair`; null for USD. */
+    accountConversion:
+      account && !account.error && account.pair
+        ? { currency: account.currency, pair: account.pair, asOf: account.asOf }
+        : null,
     window: filed
       ? {
           kind: "since-filed" as const,

package/src/plugins/builtin/analytics/risk-pane.tsx

@@ -58,6 +58,7 @@ import {
   riskPercentile,
   riskAmountBase,
   riskEvidence,
+  riskReturnsCurrency,
   riskValue,
   RISK_VIEWS,
   type PortfolioRiskModel,
@@ -301,7 +302,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
   const loader = useCallback(
     async (force: boolean) => {
       const [market, brokerOptions] = await Promise.all([
-        loadPortfolioRiskMarket(requests, force),
+        loadPortfolioRiskMarket(requests, force, portfolio!.currency),
         loadPortfolioOptionBook(localTickers, portfolio!),
       ]);
       return { ...market, brokerOptions };
@@ -466,6 +467,9 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
   // What the basket views leave out, unless the body already says why they show nothing.
   const coverageText = model && BASKET_VIEWS.has(view) && !basketBody ? riskCoverageHeadline(model.coverage) : null;
   const asOfDate = model?.rows[view].find((row) => row.asOf)?.asOf?.slice(0, 10) ?? null;
+  // The views estimated from returns name the currency a non-USD account's returns were converted into.
+  const returnsCurrency = BASKET_VIEWS.has(view) && view !== "holdings" ? riskReturnsCurrency(model) : null;
+  const amountBase = rows.map(riskAmountBase).find(Boolean);
   // Dated evidence only when a row has a date; a missing date is not a claim about history.
   const asOfText = !model
     ? null
@@ -473,7 +477,9 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
         ...(basketBody ? [] : [
           ...(asOfDate && sharedEvidence ? [sharedEvidence] : []),
           // The value the tail losses in money are taken on names the currency too.
-          rows.map(riskAmountBase).find(Boolean) ?? model.portfolio.currency,
+          ...(amountBase
+            ? [amountBase, ...(returnsCurrency ? [returnsCurrency] : [])]
+            : [returnsCurrency ?? model.portfolio.currency]),
           ...(asOfDate ? [asOfDate] : []),
           ...(EVIDENCE_VIEWS.has(view) && model.evidence ? [model.evidence.source] : []),
         ]),

package/src/plugins/builtin/analytics/risk-test-data.ts

@@ -76,6 +76,9 @@ const BROKER_FX_RATES: Readonly<Record<string, number>> = {
   HKD: 0.128,
   JPY: 0.0068,
   TWD: 0.031,
+  // An account currency, and a listing currency with no daily FX pair.
+  TRY: 0.0202,
+  SAR: 0.2667,
 };
 export const BROKER_PORTFOLIO: Portfolio = { id: "broker", name: "Broker account", currency: "USD" };
 

package/src/plugins/builtin/cloud/team/pane-sections.tsx

@@ -5,7 +5,7 @@ import type {
   TeamSentInvitation,
   TeamSummary,
 } from "../../../../api-client";
-import { Button } from "../../../../components";
+import { Button, Notice } from "../../../../components";
 import { colors } from "../../../../theme/colors";
 import { Box, Text, TextAttributes } from "../../../../ui";
 import { WallTeaser } from "../../shared/wall-teaser";
@@ -122,6 +122,8 @@ export function InvitesSection({
   team,
   invitations,
   links,
+  invitationsError,
+  linksError,
   username,
   width,
   busy,
@@ -135,6 +137,9 @@ export function InvitesSection({
   team: TeamSummary;
   invitations: readonly TeamSentInvitation[];
   links: readonly TeamInviteLink[];
+  /** Set when that list did not load: it shows the error, not an empty list. */
+  invitationsError: string | null;
+  linksError: string | null;
   username: string;
   width: number;
   busy: string | null;
@@ -170,7 +175,8 @@ export function InvitesSection({
 
       {manage ? (
         <Box flexDirection="column" gap={1}>
-          <SectionTitle detail={invitations.length === 0 ? "none pending" : undefined}>Pending</SectionTitle>
+          <SectionTitle detail={invitations.length === 0 && !invitationsError ? "none pending" : undefined}>Pending</SectionTitle>
+          {invitationsError ? <Notice tone="negative">{invitationsError}</Notice> : null}
           {invitations.map((invitation) => (
             <AccentRow key={invitation.id} accent={colors.textMuted} width={width}>
               <Text width={18} fg={colors.text}>
@@ -191,9 +197,10 @@ export function InvitesSection({
       ) : null}
 
       <Box flexDirection="column" gap={1}>
-        <SectionTitle detail={canLink ? `${links.length} of 10 active` : undefined}>Invite links</SectionTitle>
+        <SectionTitle detail={canLink && !linksError ? `${links.length} of 10 active` : undefined}>Invite links</SectionTitle>
         {canLink ? (
           <>
+            {linksError ? <Notice tone="negative">{linksError}</Notice> : null}
             {links.map((link) => {
               const uses = link.maxUses === null ? `${link.uses} uses` : `${link.uses}/${link.maxUses} uses`;
               return (

package/src/plugins/builtin/cloud/team/pane.tsx

@@ -9,7 +9,7 @@ import {
   type TeamSummary,
 } from "../../../../api-client";
 import { ApiRequestError } from "../../../../api-client/errors";
-import { QueryBar, loadingText, useFieldRing, usePaneFooter, usePaneMenuItems, usePaneTabs, type PaneFooterSegment, type PaneHint } from "../../../../components";
+import { QueryBar, loadingText, unavailableText, useFieldRing, usePaneFooter, usePaneMenuItems, usePaneTabs, type PaneFooterSegment, type PaneHint } from "../../../../components";
 import { useShortcut } from "../../../../react/input";
 import { colors } from "../../../../theme/colors";
 import type { PaneProps } from "../../../../types/plugin";
@@ -91,11 +91,25 @@ interface TeamDetails {
   members: TeamMember[];
   invitations: TeamSentInvitation[];
   links: TeamInviteLink[];
+  /** Why the sent invitations or the invite links did not load; the section says so instead of listing none. */
+  invitationsError: string | null;
+  linksError: string | null;
   loading: boolean;
   error: string | null;
 }
 
-const EMPTY_DETAILS: TeamDetails = { members: [], invitations: [], links: [], loading: false, error: null };
+const EMPTY_DETAILS: TeamDetails = {
+  members: [], invitations: [], links: [], invitationsError: null, linksError: null, loading: false, error: null,
+};
+
+/** A list the team pane loads beside the members: its rows, or why they did not load. */
+async function settleList<T>(request: Promise<T[]>, fallback: string): Promise<{ rows: T[]; error: string | null }> {
+  try {
+    return { rows: await request, error: null };
+  } catch (error) {
+    return { rows: [], error: error instanceof Error && error.message ? error.message : fallback };
+  }
+}
 
 /**
  * Members, sent invitations, and invite links for the team on screen. Reloads
@@ -119,17 +133,22 @@ function useTeamDetails(team: TeamSummary | null) {
     const manage = canManageTeam(role);
     const canLink = manage || allowMemberInvites;
     try {
+      const none = { rows: [], error: null };
       const [membersResult, invitations, links] = await Promise.all([
         apiClient.getTeamMembers(teamId),
-        manage
-          ? apiClient.listTeamInvitations(teamId).catch(logFailure("cloud.team.pane", "Load team invitations failed", []))
-          : Promise.resolve([]),
-        canLink
-          ? apiClient.listTeamInviteLinks(teamId).catch(logFailure("cloud.team.pane", "Load team invite links failed", []))
-          : Promise.resolve([]),
+        manage ? settleList(apiClient.listTeamInvitations(teamId), unavailableText("Pending invitations")) : none,
+        canLink ? settleList(apiClient.listTeamInviteLinks(teamId), unavailableText("Invite links")) : none,
       ]);
       if (generation.current !== current) return;
-      setDetails({ members: membersResult.members, invitations, links, loading: false, error: null });
+      setDetails({
+        members: membersResult.members,
+        invitations: invitations.rows,
+        links: links.rows,
+        invitationsError: invitations.error,
+        linksError: links.error,
+        loading: false,
+        error: null,
+      });
     } catch (error) {
       if (generation.current !== current) return;
       setDetails((previous) => ({ ...previous, loading: false, error: errorText(error, "Could not load the team.") }));
@@ -689,6 +708,8 @@ export function TeamPane({ focused, width, height, close }: PaneProps) {
                 team={team}
                 invitations={details.invitations}
                 links={details.links}
+                invitationsError={details.invitationsError}
+                linksError={details.linksError}
                 username={inviteUsername}
                 width={contentWidth}
                 busy={busy}

package/src/plugins/builtin/custom-view/loader.ts

@@ -141,8 +141,9 @@ export async function trialLoadViewSource(
   });
   try {
     const loading = loadViewSource(spec, config, controller.signal, registry);
-    // A load that outlives the wait has nobody left to tell.
-    loading.catch(() => {});
+    loading.catch(() => {
+      // Intentional ignore: the race reports load failures; after timeout its result already explains the unchecked source.
+    });
     const outcome = await Promise.race([loading, timedOut]);
     if (outcome === "timeout") {
       return [`The source had not answered after ${Math.max(1, Math.round(timeoutMs / 1_000))} s, so it was not checked. The view opens and keeps loading.`];

package/src/plugins/builtin/custom-view/pane.tsx

@@ -14,6 +14,7 @@ import { PaneStatusBody, TextPromptDialog, usePaneFooter } from "../../../compon
 import { useAsyncResource } from "../../../react/async-resource";
 import { useShortcut } from "../../../react/input";
 import { isPlainKey } from "../../../utils/keyboard";
+import { logFailure } from "../../../utils/log-failure";
 import { usePaneInstance, usePaneAppConfig } from "../../../state/app/context";
 import { colors } from "../../../theme/colors";
 import type { PaneProps } from "../../../types/plugin";
@@ -241,7 +242,7 @@ export function CustomViewPane({ focused, width, height }: PaneProps) {
               footer="Shift+Enter newline · Esc cancel"
             />
           ),
-        }).catch(() => undefined);
+        }).catch(logFailure("custom-view.pane", "The view revision prompt failed"));
         const edited = specText ? parseViewSpecOr(specText) : null;
         if (!edited) return;
         if ("error" in edited) throw new Error(edited.error);
@@ -268,7 +269,7 @@ export function CustomViewPane({ focused, width, height }: PaneProps) {
                 selectedChoiceId="reload"
               />
             ),
-          }).catch(() => undefined);
+          }).catch(logFailure("custom-view.pane", "The view conflict prompt failed"));
           if (choice === "overwrite") {
             const published = await apiClient.publishTeamViewRevision(current.id, {
               spec: edited.spec as unknown as Record<string, unknown>,
@@ -295,7 +296,7 @@ export function CustomViewPane({ focused, width, height }: PaneProps) {
               selectedChoiceId={defaultTeam ?? undefined}
             />
           ),
-        }).catch(() => undefined);
+        }).catch(logFailure("custom-view.pane", "The view team prompt failed"));
       if (!teamId) return;
       const name = await dialog.prompt<string>({
         content: (context: PromptContext<string>) => (
@@ -308,7 +309,7 @@ export function CustomViewPane({ focused, width, height }: PaneProps) {
             width={40}
           />
         ),
-      }).catch(() => undefined);
+      }).catch(logFailure("custom-view.pane", "The view name prompt failed"));
       if (!name) return;
       const created = await apiClient.createTeamView(teamId, {
         name,

package/src/plugins/builtin/custom-view/view-spec.ts

@@ -270,6 +270,7 @@ export function parseViewSpec(value: unknown): ViewSpec | null {
     try {
       decoded = JSON.parse(value);
     } catch {
+      // Intentional ignore: malformed input is represented by a null spec.
       return null;
     }
   }

package/src/plugins/builtin/econ/calendar-model.ts

@@ -14,7 +14,8 @@ const CACHE_POLICY = {
 } as const;
 
 export type ImpactFilter = "high" | "medium" | "low" | "all";
-export type CountryFilter = "all" | "US" | "G7" | "EU";
+/** A region the pane cycles through, or one country by its two-letter code (`econ --country TR`). */
+export type CountryFilter = "all" | "US" | "G7" | "EU" | (string & {});
 
 export const FILTER_CYCLE: ImpactFilter[] = ["all", "high", "medium", "low"];
 /**
@@ -187,7 +188,7 @@ export function matchesCountry(event: EconEvent, filter: CountryFilter): boolean
   if (filter === "US") return event.country === "US";
   if (filter === "G7") return G7_COUNTRIES.has(event.country);
   if (filter === "EU") return event.country === "EU";
-  return true;
+  return event.country === filter;
 }
 
 export function formatCountdown(ms: number): string {

package/src/plugins/builtin/econ/fred-catalog.ts

@@ -1,4 +1,4 @@
-import { fredSeriesUrl } from "../../../sources/gloomberb-cloud/fred-series";
+import { fredSeriesUrl, seriesNotOnFred } from "../../../sources/gloomberb-cloud/fred-series";
 import type { SeriesDefinition, SeriesFrequency } from "../../../series/types";
 
 type FredRow = readonly [seriesId: string, name: string, unit: string, frequency: SeriesFrequency, tags?: readonly string[]];
@@ -8,6 +8,8 @@ type FredRow = readonly [seriesId: string, name: string, unit: string, frequency
  * maturities (UST:2Y and so on, from the yield curve) and the credit spreads
  * and yields (from the credit plugin). Ids follow the server's allowlist: a
  * series added there is listed here to reach the catalog.
+ * Türkiye's CPI is served the same way but is not on FRED; its rows name
+ * TurkStat (`seriesNotOnFred`).
  */
 const GROUPS: ReadonlyArray<{ group: string; rows: readonly FredRow[] }> = [
   {
@@ -123,6 +125,8 @@ const GROUPS: ReadonlyArray<{ group: string; rows: readonly FredRow[] }> = [
       ["T5YIE", "5Y breakeven inflation", "%", "daily", ["breakeven", "expectations", "TIPS"]],
       ["T10YIE", "10Y breakeven inflation", "%", "daily", ["breakeven", "expectations", "TIPS"]],
       ["T5YIFR", "5Y, 5Y forward inflation expectation", "%", "daily", ["breakeven", "expectations", "5y5y"]],
+      ["TURCPIYOY", "Türkiye CPI, y/y", "%", "monthly", ["CPI", "headline", "Turkey", "TR", "inflation", "lira"]],
+      ["TURCPIMOM", "Türkiye CPI, m/m", "%", "monthly", ["CPI", "headline", "Turkey", "TR", "inflation", "lira"]],
     ],
   },
   {
@@ -191,7 +195,7 @@ export const FRED_CATALOG_SERIES: readonly SeriesDefinition[] = GROUPS.flatMap((
     frequency,
     group,
     ...(tags?.length ? { tags } : {}),
-    publisher: "FRED",
+    publisher: seriesNotOnFred(seriesId)?.publisher ?? "FRED",
     url: fredSeriesUrl(seriesId),
     expression: `FRED:${seriesId}`,
   }))

package/src/plugins/builtin/econ/fred-series-map.ts

@@ -51,12 +51,23 @@ const SERIES_MAP: Record<string, FredMapping> = {
   "unit labor costs q/q": { seriesId: "ULCNFB", displayMode: "qoq-annualized", relatedTickers: ["SPY", "^TNX"] },
 };
 
+/** Other countries' releases Gloom Cloud serves a series for, by country and normalized title. */
+const COUNTRY_SERIES_MAP: Record<string, Record<string, FredMapping>> = {
+  // TurkStat's CPI, published as percent changes; the related ticker is the US-listed MSCI Turkey ETF.
+  TR: {
+    "cpi y/y": { seriesId: "TURCPIYOY", displayMode: "level", relatedTickers: ["TUR"] },
+    "cpi m/m": { seriesId: "TURCPIMOM", displayMode: "level", relatedTickers: ["TUR"] },
+  },
+};
+
 function normalizeEventTitle(title: string): string {
   return title.toLowerCase().trim();
 }
 
 export function resolveFredMapping(eventTitle: string, country: string): FredMapping | null {
-  // Only US events have FRED data
+  const elsewhere = COUNTRY_SERIES_MAP[country];
+  if (elsewhere) return elsewhere[normalizeEventTitle(eventTitle)] ?? null;
+  // Otherwise only US events have FRED data
   if (country !== "US" && country !== "USD") return null;
 
   const normalized = normalizeEventTitle(eventTitle);

package/src/plugins/builtin/executives/data.ts

@@ -13,8 +13,20 @@ import { secListingKey } from "../../../utils/sec";
  * reads. A proxy is filed once a year and the extraction does not change
  * after it is verified, so a statement is kept for a long time; the list
  * of years is refreshed more often, since a new filing adds one.
+ *
+ * An account without Pro is served the preview (`access: "preview"`): each
+ * executive's total pay from the latest proxy. A kept answer is reused only
+ * for the plan it was served to, so a new Pro account never sees its old
+ * preview and an account that lost Pro never sees a kept breakdown.
  */
 
+/** Pro's full statements, or the free preview. */
+export type ProxyTier = "full" | "preview";
+
+function tierOf(value: unknown): ProxyTier {
+  return (value as { access?: unknown } | null)?.access === "preview" ? "preview" : "full";
+}
+
 const LIST_KIND = "proxies";
 const STATEMENT_KIND = "proxy";
 const CACHE_SOURCE = "executives";
@@ -57,6 +69,7 @@ export function resetExecutivesPersistence(): void {
 function loadCached<T>(
   kind: string,
   key: string,
+  tier: ProxyTier,
   active: Map<string, ActiveRequest<T>>,
   policy: { staleMs: number; expireMs: number },
   force: boolean,
@@ -65,14 +78,15 @@ function loadCached<T>(
   const store = persistence;
   const options = { sourceKey: CACHE_SOURCE, schemaVersion: CACHE_SCHEMA_VERSION };
   const failedKey = `${kind}:${key}`;
+  const activeKey = `${key}|${tier}`;
   const hit = store?.getResource<T>(kind, key, options);
-  if (!force && !failedRefreshes.has(failedKey) && hit && !hit.stale) {
+  if (!force && !failedRefreshes.has(failedKey) && hit && !hit.stale && tierOf(hit.value) === tier) {
     return Promise.resolve({ data: hit.value, fetchedAt: hit.fetchedAt });
   }
-  const existing = active.get(key);
+  const existing = active.get(activeKey);
   if (!force && existing?.store === store) return existing.promise;
   const request: ActiveRequest<T> = { store, promise: null! };
-  const current = () => persistence === store && active.get(key) === request;
+  const current = () => persistence === store && active.get(activeKey) === request;
   request.promise = Promise.resolve().then(fetch).then((data) => {
     const fetchedAt = Date.now();
     if (current()) {
@@ -92,14 +106,14 @@ function loadCached<T>(
       throw error;
     }
     const fallback = store?.getResource<T>(kind, key, { ...options, allowExpired: true });
-    if (!fallback) throw error;
+    if (!fallback || tierOf(fallback.value) !== tier) throw error;
     return {
       data: fallback.value,
       fetchedAt: fallback.fetchedAt,
       refreshError: (error instanceof Error ? error.message : String(error)).trim() || "Request failed",
     };
-  }).finally(() => { if (active.get(key) === request) active.delete(key); });
-  active.set(key, request);
+  }).finally(() => { if (active.get(activeKey) === request) active.delete(activeKey); });
+  active.set(activeKey, request);
   return request.promise;
 }
 
@@ -107,6 +121,8 @@ interface ProxyLoadOptions {
   force?: boolean;
   /** The listing's venue and company, for a listing outside the US. */
   listing?: IssuerListingParams;
+  /** What the account's plan is served: `full` unless it has no Pro. */
+  tier?: ProxyTier;
 }
 
 export async function loadProxyStatements(
@@ -116,7 +132,7 @@ export async function loadProxyStatements(
   const symbol = ticker.toUpperCase();
   // SAN in Paris is not SAN in New York: a listing abroad is cached under its venue.
   const key = secListingKey(symbol, options?.listing?.exchange);
-  return loadCached(LIST_KIND, key, activeListFetches, LIST_CACHE_POLICY, options?.force ?? false,
+  return loadCached(LIST_KIND, key, options?.tier ?? "full", activeListFetches, LIST_CACHE_POLICY, options?.force ?? false,
     () => apiClient.getProxyStatements(symbol, options?.listing));
 }
 
@@ -127,6 +143,6 @@ export async function loadProxyStatement(
 ): Promise<ProxyResult<CloudProxyStatementPayload>> {
   const symbol = ticker.toUpperCase();
   const key = `${secListingKey(symbol, options?.listing?.exchange)}:${year}`;
-  return loadCached(STATEMENT_KIND, key, activeStatementFetches, STATEMENT_CACHE_POLICY, options?.force ?? false,
+  return loadCached(STATEMENT_KIND, key, options?.tier ?? "full", activeStatementFetches, STATEMENT_CACHE_POLICY, options?.force ?? false,
     () => apiClient.getProxyStatement(symbol, year, options?.listing));
 }

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

@@ -1,5 +1,4 @@
 import type { PluginModule } from "../plugin-module";
-import { proLockNote } from "../shared/pro-lock-note";
 import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
 import {
   attachExecutivesPersistence,
@@ -11,21 +10,6 @@ import { isKnownNonUsListing } from "../../../utils/sec";
 const description =
   "Named executive officers and what they were paid, read from the company's proxy statement and checked against the filing.";
 
-/**
- * EXEC is Pro whole (`useProFeatureWall`). The proxy statements it reads are
- * in the SEC filing list, which needs no account: `filings` lists them with a
- * link to each, where the Summary Compensation Table is the pay as filed,
- * without EXEC's parsed figures.
- */
-function executivesLockNote(lock: { gate: "sign-in" | "pro"; symbol: string | null }): string {
-  return proLockNote(lock, {
-    token: "EXEC",
-    does: "it reads each proxy statement into the named executive officers and what they were paid",
-    shows: "it",
-    free: (ticker, company) => `gloomberb filings ${ticker} --form DEF14A lists ${company}'s proxy statements, each with its filing date and a link to the filing, whose Summary Compensation Table holds the pay as filed.`,
-  });
-}
-
 export const executivesModule: PluginModule = {
   setup(ctx) {
     attachExecutivesPersistence(ctx.persistence);
@@ -47,8 +31,8 @@ export const executivesModule: PluginModule = {
     {
       id: EXECUTIVES_PANE_ID,
       reportFreshness: { source: "SEC EDGAR", status: "not-a-feed", basis: "proxy statements" },
-      reportLockNote: executivesLockNote,
-      reportRequirements: ["Gloom Cloud Pro"],
+      // Open on every plan: without Pro each executive's total pay from the
+      // latest proxy, with the breakdown and earlier years locked (pane.tsx).
       name: "Executives",
       icon: "X",
       component: ExecutivesPane,