gloomberb 0.18.0 → 0.18.2

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "gloomberb",
-  "version": "0.18.0",
+  "version": "0.18.2",
   "packageManager": "bun@1.3.11",
   "description": "Market research and portfolio tracker for the terminal",
   "module": "src/public/index.ts",

package/src/api-client/commodity-balances.ts

@@ -44,6 +44,12 @@ export interface PsdBalanceRow {
   unit: string;
   /** Market year, 2026/27. */
   year: string;
+  /**
+   * YYYY-MM of the crop's newest estimate: the WASDE for grains, oilseeds and
+   * cotton, USDA's semiannual report for coffee and sugar. Absent from boards
+   * served before it was sent.
+   */
+  month?: string | null;
   cropOrder: number;
   countryOrder: number;
   attributeOrder: number;

package/src/api-client/company-kpis.ts

@@ -83,6 +83,10 @@ export interface KpiObservation extends Omit<KpiObservationInput, "quote" | "sca
   conflict: boolean
   contested?: boolean
   evidence: KpiEvidence[]
+  /** Stored facts shown as this one: the same figure under other labels or periods. */
+  merged?: string[]
+  /** The labels that tell its series apart, the same on each of its facts; the stored ones stay in `dimensions`. */
+  seriesLabels?: Record<string, string>
 }
 export interface KpiGuidance extends Omit<KpiGuidanceInput, "quote" | "scale"> {
   id: string
@@ -97,6 +101,10 @@ export interface KpiGuidance extends Omit<KpiGuidanceInput, "quote" | "scale"> {
   direction: GuidanceDirection
   previousId: string | null
   midpointChangePct: number | null
+  /** Stored guides shown as this one. */
+  merged?: string[]
+  /** The labels that tell its series apart, as on its actuals. */
+  seriesLabels?: Record<string, string>
   actual: { observationId: string; value: number; outcome: "above" | "below" | "within"; favorable: "beat" | "miss" | "in_line" | "neutral"; difference: number; differencePct: number | null } | null
 }
 interface KpiCoverage {
@@ -118,6 +126,7 @@ export interface KpiSeries {
   currency: string | null
   basis: KpiBasis
   dimensions: Record<string, string>
+  seriesLabels?: Record<string, string>
   latest: KpiObservation
   observations: KpiObservation[]
 }

package/src/api-client/crypto-markets.ts

@@ -38,9 +38,16 @@ export interface CryptoMarketAsset {
   /** Market-cap rank within its kind. */
   rank: number;
   price: number;
+  /**
+   * The day's move as `quote` gives the coin: from the previous UTC day's
+   * close, the price at 00:00 UTC. A coin whose close Gloom Cloud cannot date
+   * to the last two days moves over 24 hours (`changeBasis` "24h") or not at
+   * all ("none"), its previousClose null.
+   */
   previousClose: number | null;
   change: number | null;
   changePercent: number | null;
+  changeBasis?: "24h" | "none";
   dayHigh: number | null;
   dayLow: number | null;
   volume24h: number | null;
@@ -62,6 +69,8 @@ export interface CryptoMarketAsset {
 export interface CryptoMarketsPayload {
   version: 1;
   generatedAt: string;
+  /** Each asset's change is since 00:00 UTC; a server before it sent the screener's 24-hour move. */
+  dayChangeBasis?: "utc-day";
   asOf: string | null;
   status: "available" | "partial" | "unavailable";
   source: {

package/src/api-client/data.ts

@@ -610,12 +610,12 @@ export class CloudDataApi {
   }
 
   /** `listing` names a listing abroad's venue and company; a US listing needs neither. */
-  async getCloudCompanyKpis(symbol: string, options: KpiQueryOptions = {}, listing: IssuerListingParams = {}): Promise<KpisPayload> {
-    return this.request<KpisPayload>(companyDisclosurePath("kpis", symbol, options, listing));
+  async getCloudCompanyKpis(symbol: string, options: KpiQueryOptions = {}, listing: IssuerListingParams = {}, request?: { signal?: AbortSignal }): Promise<KpisPayload> {
+    return this.request<KpisPayload>(companyDisclosurePath("kpis", symbol, options, listing), request);
   }
 
-  async getCloudCompanyGuidance(symbol: string, options: KpiQueryOptions = {}, listing: IssuerListingParams = {}): Promise<GuidancePayload> {
-    return this.request<GuidancePayload>(companyDisclosurePath("guidance", symbol, options, listing));
+  async getCloudCompanyGuidance(symbol: string, options: KpiQueryOptions = {}, listing: IssuerListingParams = {}, request?: { signal?: AbortSignal }): Promise<GuidancePayload> {
+    return this.request<GuidancePayload>(companyDisclosurePath("guidance", symbol, options, listing), request);
   }
   async getCloudPerpsBoard(query: PerpBoardQuery = {}): Promise<PerpBoardPayload> {
     return this.request(`/cloud/perps/board?${new URLSearchParams(Object.entries(query).filter(([, value]) => value !== undefined).map(([key, value]) => [key, String(value)]))}`);
@@ -1040,8 +1040,9 @@ export class CloudDataApi {
 
   async getCloudSecFilings(
     params: CloudSecFilingsParams,
+    options?: { signal?: AbortSignal },
   ): Promise<CloudSecFilingsResponse> {
-    return this.request<CloudSecFilingsResponse>(cloudSecFilingsPath(params));
+    return this.request<CloudSecFilingsResponse>(cloudSecFilingsPath(params), options);
   }
 
   /** Schedule 13D/13G reports about an issuer. Unknown tickers answer 404; no reports is an empty `owners`. */

package/src/api-client/equity-screener.ts

@@ -110,6 +110,8 @@ export interface ScreenMetric {
   scope: "reported" | "derived" | "observed-subset";
   reason: string | null;
   sourceUrl: string | null;
+  /** Set by the client on a Pro field the server left out for a caller without Gloom Pro; never sent. */
+  access?: "pro";
   percentile: {
     value: number | null;
     sampleCount: number;

package/src/api-client/market-movers.ts

@@ -50,6 +50,13 @@ export interface CloudSessionMoversPayload {
   phase: CloudSessionPhase;
   asOf: string;
   stale?: boolean;
+  /**
+   * `delayed` for an account without Pro: the list as it was built at least
+   * `delayMinutes` before it was served, as old as that account's quotes,
+   * and `asOf` that time. Absent on Pro's live list.
+   */
+  access?: "delayed";
+  delayMinutes?: number;
   items: CloudSessionMoverItem[];
 }
 

package/src/api-client/types.ts

@@ -1005,6 +1005,13 @@ interface CloudProxyStatementSummaryPayload {
 }
 
 export interface CloudProxyStatementPayload extends CloudProxyStatementSummaryPayload {
+  /**
+   * `preview` for an account without Pro: each executive's total pay from
+   * the latest proxy, with the breakdown, the year before, the pay ratio,
+   * say-on-pay, highlights, key figures and other years null or empty.
+   * Absent on Pro's full statement.
+   */
+  access?: "preview";
   docUrl: string;
   ceo: (CloudExecutiveRowPayload & { priorYearTotal: number | null }) | null;
   namedExecutives: CloudExecutiveRowPayload[];
@@ -1126,6 +1133,8 @@ export interface CloudProxyStatementListPayload {
     shortName: string;
   };
   proxies: CloudProxyStatementSummaryPayload[];
+  /** `preview` for an account without Pro: the latest proxy alone, without the year before or the pay ratio. */
+  access?: "preview";
 }
 
 export interface CloudTranscriptTurnPayload {
@@ -1554,6 +1563,11 @@ export interface CloudMarketResponse<T> {
   omittedSessions?: unknown;
   /** Untrusted until the history adapter validates its boundary dates. */
   coverage?: CloudHistoryCoverage;
+  /**
+   * Untrusted: a US listing that no longer trades, `{ status, lastTradeDate,
+   * historyStart }`. Its history ends on `lastTradeDate`. Read by parseListingDelisting.
+   */
+  delisting?: unknown;
   providerMeta?: {
     provider?: string;
     upstream?: string;

package/src/app/pane-runtime/plugin-bindings.ts

@@ -479,9 +479,11 @@ export function bindAppPanePluginRegistry({
           throw error;
         }
       }
+      // Recorded before it registers: what redraws as its contributions land
+      // (a broker list and its logo) reads the entry this checkout now is.
+      upsertExternalPlugin(entry);
       try {
         await pluginRegistry.register(entry.plugin);
-        upsertExternalPlugin(entry);
       } catch (error) {
         upsertExternalPlugin({ ...entry, error: error instanceof Error ? error.message : String(error) });
         reportCrash(error, { kind: "plugin", plugin: pluginId });

package/src/app/pane-runtime/ticker-open-runtime.ts

@@ -24,7 +24,7 @@ import {
   tickerOpenFailureMessage,
   type TickerOpenTarget,
 } from "../../tickers/open-target";
-import { findExactTickerSearchMatch } from "../../tickers/search";
+import { findExactTickerSearchMatch, upsertTickerFromSearchResult } from "../../tickers/search";
 import { offerTickerListings, publishTickerOpenTarget as publishOpenTarget } from "./ticker-open-target";
 import { parsePublicTickerKey, publicTickerKey } from "../../utils/exchanges";
 import { attentionActionForPane, captureAttentionAction } from "../../telemetry/attention-counts";
@@ -158,7 +158,7 @@ export function useAppTickerOpenRuntime({
         persistLayout(nextLayout);
       }
       if (paneType === TICKER_RESEARCH_PANE_ID && options?.tabId) {
-        dispatch({ type: "UPDATE_PANE_STATE", paneId: existing.instanceId, patch: { activeTabId: options.tabId } });
+        dispatch({ type: "UPDATE_PANE_STATE", paneId: existing.instanceId, patch: { ...options.tabState, activeTabId: options.tabId } });
       }
       focusVisiblePane(existing.instanceId, nextLayout);
       return;
@@ -186,7 +186,7 @@ export function useAppTickerOpenRuntime({
       );
     persistLayout(nextLayout);
     if (paneType === TICKER_RESEARCH_PANE_ID && options?.tabId) {
-      dispatch({ type: "UPDATE_PANE_STATE", paneId: instance.instanceId, patch: { activeTabId: options.tabId } });
+      dispatch({ type: "UPDATE_PANE_STATE", paneId: instance.instanceId, patch: { ...options.tabState, activeTabId: options.tabId } });
     }
     activatePane(instance.instanceId);
   }, [
@@ -205,9 +205,21 @@ export function useAppTickerOpenRuntime({
     // Before resolving, so a refused open adds no ticker either.
     if (refuseWhileOwnerOff(rawSymbol, options, () => { void openPinnedTicker(rawSymbol, options); })) return;
     const recordAttention = captureAttentionAction();
-    const selectedTicker = options?.instrument !== undefined && (options.instrument || options.listing) ? await tickerRepository.loadTicker(rawSymbol) : null;
+    let selected = options?.instrument !== undefined && (options.instrument || options.listing)
+      ? { ticker: await tickerRepository.loadTicker(rawSymbol), created: false } : null;
+    // A listing the caller chose, such as one contract of an options chain,
+    // opens as given: no search could name it better than its own chain.
+    if (selected && !selected.ticker && options?.listing) {
+      const { listing, instrument } = options;
+      selected = await upsertTickerFromSearchResult(tickerRepository, {
+        providerId: instrument?.brokerId ?? "", ...(instrument?.brokerInstanceId ? { brokerInstanceId: instrument.brokerInstanceId } : {}),
+        symbol: rawSymbol, name: listing.name, exchange: listing.exchange, type: listing.type,
+        ...(listing.currency ? { currency: listing.currency } : {}), ...(instrument ? { brokerContract: instrument } : {}),
+      });
+    }
+    const selectedTicker = selected?.ticker;
     const target = selectedTicker
-      ? { symbol: selectedTicker.metadata.ticker, ticker: selectedTicker, created: false, instrument: options?.instrument, listing: options?.listing }
+      ? { symbol: selectedTicker.metadata.ticker, ticker: selectedTicker, created: selected!.created, instrument: options?.instrument, listing: options?.listing }
       : await resolveOpenTickerTarget(rawSymbol, options?.instrument === null);
     if (!target) return;
     placePinnedTickerTarget(target, options, rawSymbol);

package/src/app/runtime/plugin-bindings.ts

@@ -105,7 +105,7 @@ export function bindPluginRegistryRuntimeAccess({
       pluginRegistry.events.emit("config:changed", { config: nextConfig });
     },
 
-    createBrokerInstance: async (brokerType, label, values) => {
+    createBrokerInstance: async (brokerType, label, values, options = {}) => {
       const instanceId = createBrokerInstanceId(
         brokerType,
         label,
@@ -118,6 +118,7 @@ export function bindPluginRegistryRuntimeAccess({
         connectionMode: typeof values.connectionMode === "string" ? values.connectionMode : undefined,
         config: values,
         enabled: true,
+        ...(options.localOnly ? { localOnly: true } : {}),
       };
       const nextConfig = {
         ...stateRef.current.config,
@@ -153,12 +154,15 @@ export function bindPluginRegistryRuntimeAccess({
         instance.id === instanceId
           ? (() => {
             const nextValues = options.replaceConfig ? values : { ...instance.config, ...values };
+            const { localOnly: wasLocalOnly, ...rest } = instance;
+            const localOnly = options.localOnly ?? wasLocalOnly === true;
             return {
-              ...instance,
+              ...rest,
               label: options.label ?? instance.label,
               enabled: options.enabled ?? instance.enabled,
               connectionMode: typeof nextValues.connectionMode === "string" ? nextValues.connectionMode : instance.connectionMode,
               config: nextValues,
+              ...(localOnly ? { localOnly: true } : {}),
             };
           })()
           : instance,

package/src/brokers/logos.ts

@@ -0,0 +1,66 @@
+/**
+ * The logo a broker is listed with on the desktop and the web: the icon of the
+ * plugin that registered it (its gloom.json `icon`), else the app's own for a
+ * broker Gloom connects for you (a signed-in broker, which no plugin owns),
+ * else none, and the list draws the broker's initial instead (LogoMark).
+ */
+import type { BrokerAdapter } from "../types/broker";
+import type { BrokerInstanceConfig } from "../types/config";
+import type { Portfolio } from "../types/ticker";
+import type { BrokerDirectoryEntry } from "./directory";
+
+function svg(markup: string): string {
+  return `data:image/svg+xml,${encodeURIComponent(markup)}`;
+}
+
+/**
+ * The marks the official plugins ship as their icon, for the same brokers
+ * when Gloom connects them, keyed by the backend's broker id.
+ */
+const SIGNED_IN_BROKER_LOGOS: Readonly<Record<string, string>> = {
+  ibkr: svg('<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"><defs><linearGradient id="t" x1="0" y1="0" x2="0" y2="64" gradientUnits="userSpaceOnUse"><stop offset="0" stop-color="#262626"/><stop offset="1" stop-color="#0F0F0F"/></linearGradient><linearGradient id="m" gradientUnits="userSpaceOnUse" x1="3633.335" y1="66.0445" x2="3671.0737" y2="66.0445" gradientTransform="matrix(-1 0 0 1 3673.7529 0)"><stop offset="0" stop-color="#D71F27"/><stop offset="1" stop-color="#971B1E"/></linearGradient></defs><rect width="64" height="64" fill="url(#t)"/><g transform="translate(20.4 8.2) scale(0.539)"><polygon points="40.4,86.8 2.7,86.8 2.7,45.3" fill="url(#m)"/><polygon points="40.4,1.5 2.7,45.3 2.7,86.8" fill="#D71F27"/><circle cx="35.2" cy="55.5" r="11.3" fill="#D71F27"/></g></svg>'),
+  robinhood: svg('<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"><rect width="64" height="64" fill="#CCFF00"/><path transform="translate(14 14) scale(1.5)" d="M2.84 24h.53c.096 0 .192-.048.224-.128C7.591 13.696 11.94 8.656 14.67 5.638c.112-.128.064-.225-.096-.225h-4.88a.55.55 0 0 0-.45.225L5.746 9.972c-.514.642-.642 1.236-.642 2.086v4.43c-1.14 3.194-1.862 5.361-2.392 7.32-.032.125.016.192.129.192M20.447.646c-.754-.802-4.157-.834-5.73-.224a3 3 0 0 0-.786.465 41 41 0 0 0-3.323 3.178c-.112.113-.064.225.097.225h5.409c.497 0 .786.289.786.786v6.1c0 .16.128.208.225.064l3.258-4.254c.53-.69.69-.898.835-1.861.192-1.413.08-3.58-.77-4.479m-6.982 16.18 2.231-3.676a.7.7 0 0 0 .064-.29V6.73c0-.16-.112-.225-.224-.097-3.355 3.74-5.971 7.672-8.395 12.407-.06.12.016.225.16.177l5.009-1.54c.565-.174.882-.402 1.155-.852" fill="#1A1A1A"/></svg>'),
+};
+
+/** The plugin icon of a broker adapter (`getBrokerLogo` on the plugin runtime). */
+export type BrokerPluginLogo = (brokerType: string) => string | null;
+
+function logoFor(brokerKey: string, pluginIcon: string | null): string | null {
+  return pluginIcon ?? SIGNED_IN_BROKER_LOGOS[brokerKey] ?? null;
+}
+
+/** A broker in Add Broker's list: the icon of the plugin that connects it on this device, else Gloom's own. */
+export function brokerDirectoryLogo(entry: BrokerDirectoryEntry, pluginLogo: BrokerPluginLogo): string | null {
+  const device = entry.methods.find((method) => method.kind === "device");
+  return logoFor(entry.key, device ? pluginLogo(device.adapter.id) : null);
+}
+
+/** A broker profile: its adapter's plugin icon, or the logo of the broker a signed-in profile connects. */
+export function brokerProfileLogo(
+  instance: BrokerInstanceConfig,
+  adapter: BrokerAdapter | null,
+  pluginLogo: BrokerPluginLogo,
+): string | null {
+  const brokerKey = adapter?.portfolioBrokerId?.(instance) || instance.brokerType;
+  return logoFor(brokerKey, pluginLogo(instance.brokerType));
+}
+
+/**
+ * The broker a portfolio's account is at, for its tab: the logo and the name
+ * its initial stands in for. Null for a portfolio no broker fills.
+ */
+export function brokerPortfolioLogo(
+  portfolio: Pick<Portfolio, "brokerId" | "brokerInstanceId">,
+  instances: readonly BrokerInstanceConfig[],
+  getAdapter: (brokerType: string) => BrokerAdapter | null,
+  pluginLogo: BrokerPluginLogo,
+): { src: string | null; name: string } | null {
+  if (!portfolio.brokerInstanceId) return null;
+  const instance = instances.find((candidate) => candidate.id === portfolio.brokerInstanceId);
+  if (!instance) {
+    return portfolio.brokerId ? { src: logoFor(portfolio.brokerId, null), name: portfolio.brokerId } : null;
+  }
+  const adapter = getAdapter(instance.brokerType);
+  const name = adapter?.describeInstance?.(instance).brokerName ?? adapter?.name ?? instance.label;
+  return { src: brokerProfileLogo(instance, adapter, pluginLogo), name };
+}

package/src/brokers/profile-form.ts

@@ -6,6 +6,8 @@ import { t, tf } from "../i18n";
 export interface BrokerProfileDraft {
   label: string;
   enabled: boolean;
+  /** Keep the connection's data on this device, out of Gloom Cloud sync. */
+  localOnly: boolean;
   values: Record<string, string>;
 }
 
@@ -47,6 +49,7 @@ export function createBrokerProfileDraft(
   return {
     label: instance?.label || adapter.name,
     enabled: instance?.enabled !== false,
+    localOnly: instance?.localOnly === true,
     values: flattenBrokerConfigValues(adapter, instance),
   };
 }

package/src/brokers/remote-broker-adapter.ts

@@ -1,6 +1,6 @@
 import type { TimeRange } from "../time-series/range";
 import type { ManualChartResolution } from "../time-series/resolution";
-import type { BrokerAdapter, BrokerConnectionStatus } from "../types/broker";
+import type { BrokerAdapter, BrokerConnectionStatus, BrokerHistoryOptions, BrokerOrderListener } from "../types/broker";
 import type { BrokerInstanceConfig } from "../types/config";
 import type { QuoteSubscriptionTarget } from "../types/data-provider";
 import type { BrokerContractRef } from "../types/instrument";
@@ -15,6 +15,7 @@ export interface BrokerRemoteClient {
     targets: QuoteSubscriptionTarget[],
     onQuote: (target: QuoteSubscriptionTarget, quote: any) => void,
   ): () => void;
+  subscribeOrders(instanceId: string, listener: BrokerOrderListener): () => void;
   removeInstance(instanceId: string): Promise<void>;
   destroyAll(): Promise<void>;
 }
@@ -73,7 +74,8 @@ export function createRemoteBrokerAdapter(adapter: BrokerAdapter): BrokerAdapter
       bufferRange: TimeRange,
       resolution: ManualChartResolution,
       instrument?: BrokerContractRef | null,
-    ) => invoke(instance, "getPriceHistoryForResolution", [ticker, exchange, bufferRange, resolution, instrument]),
+      options?: BrokerHistoryOptions,
+    ) => invoke(instance, "getPriceHistoryForResolution", [ticker, exchange, bufferRange, resolution, instrument, ...(options ? [options] : [])]),
     getDetailedPriceHistory: (
       ticker,
       instance,
@@ -82,7 +84,8 @@ export function createRemoteBrokerAdapter(adapter: BrokerAdapter): BrokerAdapter
       endDate: Date,
       barSize: string,
       instrument?: BrokerContractRef | null,
-    ) => invoke(instance, "getDetailedPriceHistory", [ticker, exchange, startDate, endDate, barSize, instrument]),
+      options?: BrokerHistoryOptions,
+    ) => invoke(instance, "getDetailedPriceHistory", [ticker, exchange, startDate, endDate, barSize, instrument, ...(options ? [options] : [])]),
     getChartResolutionSupport: (ticker, instance, exchange?: string, instrument?: BrokerContractRef | null) =>
       invoke(instance, "getChartResolutionSupport", [ticker, exchange, instrument]),
     getChartResolutionCapabilities: (ticker, instance, exchange?: string, instrument?: BrokerContractRef | null) =>
@@ -95,7 +98,14 @@ export function createRemoteBrokerAdapter(adapter: BrokerAdapter): BrokerAdapter
     subscribeQuotes: adapter.subscribeQuotes
       ? (instance, targets, onQuote) => getBrokerRemoteClient()?.subscribeQuotes(instance.id, targets, onQuote) ?? (() => {})
       : undefined,
+    subscribeOrders: adapter.subscribeOrders
+      ? (instance, listener) => getBrokerRemoteClient()?.subscribeOrders(instance.id, listener) ?? (() => {})
+      : undefined,
     listOpenOrders: (instance) => invoke(instance, "listOpenOrders"),
+    // The view's own adapter has no session: a ticket confirming an order must ask the one that placed it.
+    getOrderStatus: adapter.getOrderStatus
+      ? (instance, orderId: number) => invoke(instance, "getOrderStatus", [orderId])
+      : undefined,
     listExecutions: (instance) => invoke(instance, "listExecutions"),
     previewOrder: (instance, request: BrokerOrderRequest) => invoke(instance, "previewOrder", [request]),
     placeOrder: (instance, request: BrokerOrderRequest) => invoke(instance, "placeOrder", [request]),

package/src/capabilities/index.ts

@@ -25,7 +25,7 @@ export {
   AI_RUNNER_CAPABILITY_ID, BROKER_CAPABILITY_ID, NOTES_FILES_CAPABILITY_ID,
 } from "./service-capabilities";
 export type {
-  AiAuthProgressEvent, AiRunnerAgentMessage, AiRunnerEvent, BrokerQuoteEvent, BrokerRemoteEvent,
+  AiAuthProgressEvent, AiRunnerAgentMessage, AiRunnerEvent, BrokerOrderEvent, BrokerQuoteEvent, BrokerRemoteEvent,
   BrokerStatusEvent,
 } from "./service-capabilities";
 export {

package/src/capabilities/service-capabilities.ts

@@ -1,6 +1,7 @@
 import type { BrokerConnectionStatus } from "../types/broker";
 import type { QuoteSubscriptionTarget } from "../types/data-provider";
 import type { Quote } from "../types/financials";
+import type { BrokerOrder } from "../types/trading";
 
 export const BROKER_CAPABILITY_ID = "broker.core";
 export const NOTES_FILES_CAPABILITY_ID = "notes.files";
@@ -18,7 +19,12 @@ export type BrokerQuoteEvent = {
   quote: Quote;
 };
 
-export type BrokerRemoteEvent = BrokerStatusEvent | BrokerQuoteEvent;
+/** An order change, or the order stream going live or quiet, from `BrokerAdapter.subscribeOrders`. */
+export type BrokerOrderEvent =
+  | { kind: "order"; order: BrokerOrder }
+  | { kind: "orders-live"; live: boolean };
+
+export type BrokerRemoteEvent = BrokerStatusEvent | BrokerQuoteEvent | BrokerOrderEvent;
 
 /**
  * What an AI runtime reports while it signs an account in.

package/src/cli/base-converter.ts

@@ -2,34 +2,76 @@ import type { DataProvider } from "../types/data-provider";
 import { fixedUsdRate } from "../utils/currency-units";
 import { logFailure } from "../utils/log-failure";
 
-export function createBaseConverter(dataProvider: Pick<DataProvider, "getExchangeRate">, baseCurrency: string) {
-  const rateCache = new Map<string, number>([["USD", 1]]);
+/** One rate a converter used: units of `baseCurrency` per unit of `currency`, and when it was observed. */
+export interface BaseConversion {
+  currency: string;
+  baseCurrency: string;
+  rate: number;
+  /** Epoch ms of the older leg's observation; null when the source did not date it. */
+  asOf: number | null;
+}
 
-  const getRate = async (currency: string): Promise<number> => {
-    const normalizedCurrency = currency.toUpperCase();
-    const cached = rateCache.get(normalizedCurrency) ?? fixedUsdRate(normalizedCurrency);
-    if (cached != null) return cached;
+/** Converts an amount into the base currency, and lists the rates it used so a report can state them. */
+export type BaseConverter = ((value: number, fromCurrency: string) => Promise<number>) & {
+  conversions(): BaseConversion[];
+};
+
+interface UsdRate {
+  rate: number;
+  asOf: number | null;
+}
+
+export function createBaseConverter(
+  dataProvider: Pick<DataProvider, "getExchangeRate" | "getCachedQuery" | "revalidatesInBackground">,
+  baseCurrency: string,
+): BaseConverter {
+  const rateCache = new Map<string, Promise<UsdRate>>();
+  const used = new Map<string, BaseConversion>();
+
+  /** USD per unit, dated when the cached query says when it was observed (as `fx` dates it). */
+  const loadRate = async (currency: string): Promise<UsdRate> => {
+    const fixed = fixedUsdRate(currency);
+    if (fixed != null) return { rate: fixed, asOf: null };
     try {
-      const rate = await dataProvider.getExchangeRate(normalizedCurrency);
-      const validRate = Number.isFinite(rate) && rate > 0 ? rate : Number.NaN;
-      rateCache.set(normalizedCurrency, validRate);
-      return validRate;
+      if (dataProvider.getCachedQuery) {
+        const entry = await dataProvider.getCachedQuery("getExchangeRate", [currency])
+          .load({ background: dataProvider.revalidatesInBackground });
+        return { rate: Number.isFinite(entry.value) && entry.value > 0 ? entry.value : Number.NaN, asOf: entry.asOf ?? null };
+      }
+      const rate = await dataProvider.getExchangeRate(currency);
+      return { rate: Number.isFinite(rate) && rate > 0 ? rate : Number.NaN, asOf: null };
     } catch (error) {
       logFailure("cli-base-converter", "Could not load base conversion exchange rate")(error);
-      return Number.NaN;
+      return { rate: Number.NaN, asOf: null };
     }
   };
 
-  return async (value: number, fromCurrency: string): Promise<number> => {
+  const getRate = (currency: string): Promise<UsdRate> => {
+    const normalizedCurrency = currency.toUpperCase();
+    let pending = rateCache.get(normalizedCurrency);
+    if (!pending) {
+      pending = loadRate(normalizedCurrency);
+      rateCache.set(normalizedCurrency, pending);
+    }
+    return pending;
+  };
+
+  const convert = async (value: number, fromCurrency: string): Promise<number> => {
     const normalizedFrom = fromCurrency.toUpperCase();
     const normalizedBase = baseCurrency.toUpperCase();
     if (normalizedFrom === normalizedBase) return value;
 
-    const [fromRate, baseRate] = await Promise.all([
-      getRate(normalizedFrom),
-      getRate(normalizedBase),
-    ]);
-    if (!Number.isFinite(fromRate) || !Number.isFinite(baseRate) || baseRate <= 0) return Number.NaN;
-    return (value * fromRate) / baseRate;
+    const [from, base] = await Promise.all([getRate(normalizedFrom), getRate(normalizedBase)]);
+    if (!Number.isFinite(from.rate) || !Number.isFinite(base.rate) || base.rate <= 0) return Number.NaN;
+    const dates = [from.asOf, base.asOf].filter((time): time is number => time != null);
+    used.set(normalizedFrom, {
+      currency: normalizedFrom,
+      baseCurrency: normalizedBase,
+      rate: from.rate / base.rate,
+      asOf: dates.length > 0 ? Math.min(...dates) : null,
+    });
+    return (value * from.rate) / base.rate;
   };
+
+  return Object.assign(convert, { conversions: () => [...used.values()] });
 }

package/src/cli/commands/fred-series.ts

@@ -1,4 +1,5 @@
 import { seriesMoves, type MoveHorizon } from "../../plugins/builtin/shared/move-rank";
+import { seriesNotOnFred } from "../../sources/gloomberb-cloud/fred-series";
 import { ICE_SPREAD_SERIES } from "../../time-series/ice-credit";
 import { toBasisPoints } from "../../utils/basis-points";
 import { parseReportTime } from "../../utils/utc-time";
@@ -138,7 +139,10 @@ export interface FredProvenance {
  * looking for the figure in FRED's own data knows it is not there yet:
  * `U.S. Treasury via FRED, published 2026-10-09`. Null for FRED's own.
  */
-export function fredProvenance(observations: ReadonlyArray<{ date: string; publisher?: string; publishedAt?: string }>): FredProvenance | null {
+export function fredProvenance(
+  observations: ReadonlyArray<{ date: string; publisher?: string; publishedAt?: string }>,
+  seriesId?: string,
+): FredProvenance | null {
   const ahead = observations.filter((observation) => observation.publisher?.trim());
   if (ahead.length === 0) return null;
   const publishers = [...new Set(ahead.map((observation) => observation.publisher!.trim()))];
@@ -149,7 +153,8 @@ export function fredProvenance(observations: ReadonlyArray<{ date: string; publi
   const publishedAt = times.at(-1);
   const publisher = publishers.join(" and ");
   return {
-    source: `${publisher} via FRED${publishedAt ? `, published ${publishedAt.slice(0, 10)}` : ""}`,
+    // A series FRED does not carry names whose publication it is read from instead (TurkStat via the CBRT).
+    source: `${publisher} via ${(seriesId ? seriesNotOnFred(seriesId)?.via : null) ?? "FRED"}${publishedAt ? `, published ${publishedAt.slice(0, 10)}` : ""}`,
     publisher,
     ...(publishedAt ? { publishedAt } : {}),
   };
@@ -275,6 +280,11 @@ export interface FredListRow {
   group: string;
 }
 
+/** Lower case without accents, so `turk` and `turkiye` find Türkiye. */
+function foldAccents(text: string): string {
+  return text.normalize("NFD").replace(/\p{M}/gu, "").toLowerCase();
+}
+
 /** How well a word of the filter matches a series, best first: its id or group name, a word of its group or title, the start of its id, then any text. */
 function matchTier(term: string, row: FredListRow, words: readonly string[]): number {
   if (row.id.toLowerCase() === term || row.group.toLowerCase() === term) return 0;
@@ -290,11 +300,11 @@ function matchTier(term: string, row: FredListRow, words: readonly string[]): nu
  * Catalog order breaks ties; an empty filter keeps the catalog as it is.
  */
 export function filterFredSeries(rows: readonly FredListRow[], filter: string): FredListRow[] {
-  const terms = filter.toLowerCase().split(/\s+/).filter(Boolean);
+  const terms = foldAccents(filter).split(/\s+/).filter(Boolean);
   const ranked = rows.flatMap((row, index) => {
-    const text = `${row.id} ${row.title} ${row.group}`.toLowerCase();
+    const text = foldAccents(`${row.id} ${row.title} ${row.group}`);
     if (!terms.every((term) => text.includes(term))) return [];
-    const words = `${row.title} ${row.group}`.toLowerCase().split(/[^a-z0-9]+/).filter(Boolean);
+    const words = foldAccents(`${row.title} ${row.group}`).split(/[^a-z0-9]+/).filter(Boolean);
     const tiers = terms.map((term) => matchTier(term, row, words));
     return [{ row, index, worst: Math.max(0, ...tiers), total: tiers.reduce((sum, tier) => sum + tier, 0) }];
   });