gloomberb 0.18.0 → 0.18.2

package/src/plugins/builtin/estimate-revisions/lock-note.ts

@@ -1,13 +1,37 @@
 import type { PaneLock } from "../../../types/plugin";
-import { proLockNote } from "../shared/pro-lock-note";
+import { fetchCompanyData } from "../company-kpis/client";
+import { filesForm } from "../shared/free-routes";
+import { resolveHeadlessIssuerListing } from "../shared/headless-market-data";
+import { proLockNote, type FreeRoute } from "../shared/pro-lock-note";
+
+/** GUIDE's free preview, where it holds guidance for the company: Apple issues none, so GUIDE has no AAPL rows. */
+const GUIDE_ROUTE: FreeRoute = {
+  text: (ticker, company) => `gloomberb fn GUIDE ${ticker} lists ${company}'s latest guidance ranges, with the date each was issued.`,
+  answers: async (symbol, context) => {
+    const data = await fetchCompanyData("guidance", symbol, {}, context.apiClient, await resolveHeadlessIssuerListing(context, symbol), context.signal);
+    return "guidance" in data && data.guidance.length + data.history.length > 0;
+  },
+};
+
+/** The company's 8-Ks, where results and any guidance it gives are filed, for a company that files them. */
+const EIGHT_K_ROUTE: FreeRoute = {
+  text: (ticker, company) => `gloomberb filings ${ticker} --form 8-K lists ${company}'s 8-Ks, where it files its results and any guidance, each with its items and a link to the filing.`,
+  answers: (symbol, context) => filesForm(symbol, "8-K", context),
+};
+
+const EARNINGS_ROUTE: FreeRoute = {
+  text: (ticker, company) => `gloomberb earnings ${ticker} lists ${company}'s next report date with its consensus EPS estimate.`,
+  answers: async (symbol, context) => (await context.marketData.getEarningsCalendar?.([symbol]) ?? []).length > 0,
+};
 
 /**
  * EM, EEO and GUID read one Gloom Cloud route that asks for a signed-in account
  * with a verified email, and no plan. The report names the function it was run
- * for. GUIDE lists a company's latest guidance ranges, as a free preview;
- * `earnings` lists the next report date with its consensus EPS estimate.
+ * for. GUIDE lists a company's latest guidance ranges, as a free preview, and
+ * its 8-Ks hold what GUIDE does not cover; `earnings` lists the next report
+ * date with its consensus EPS estimate.
  */
-export function estimateRevisionsLockNote(lock: PaneLock): string {
+export function estimateRevisionsLockNote(lock: PaneLock): Promise<string> {
   const guidance = lock.token === "GUID";
   return proLockNote(lock, {
     token: guidance ? "GUID" : "EM",
@@ -16,8 +40,6 @@ export function estimateRevisionsLockNote(lock: PaneLock): string {
       ? "it reads the EPS guidance a company issued, cited from its filings and calls, against consensus"
       : "it reads consensus EPS estimates by fiscal period, how they were revised, the surprises against reported EPS and the guidance",
     shows: "it",
-    free: guidance
-      ? (ticker, company) => `gloomberb fn GUIDE ${ticker} lists ${company}'s latest guidance ranges, with the date each was issued.`
-      : (ticker, company) => `gloomberb earnings ${ticker} lists ${company}'s next report date with its consensus EPS estimate.`,
+    free: guidance ? [GUIDE_ROUTE, EIGHT_K_ROUTE] : [EARNINGS_ROUTE],
   });
 }

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,

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

@@ -27,11 +27,14 @@ import {
 } from "../../../ui";
 import { isPermanentClientError } from "../../../api-client/errors";
 import type { IssuerListingParams } from "../../../api-client/paths";
+import { usePlanAccess } from "../../../api-client/plan-access";
+import { CLOUD_PLAN_KEY, useCloudUpgradeAction } from "../shared/cloud-upgrade";
 import { useFilingYearReader } from "../shared/filing-year-reader";
+import { UpgradeLabel } from "../shared/locked-rows";
 import { useProFeatureWall, type ProFeatureWallCopy, type ReadGuard } from "../shared/pro-feature-wall";
 import { useBoundTicker, useIssuerListing } from "../shared/ticker-request";
 import { SplitBar } from "../../../components/ui/split-bar";
-import { loadProxyStatement, loadProxyStatements } from "./data";
+import { loadProxyStatement, loadProxyStatements, type ProxyTier } from "./data";
 import {
   equityShare,
   formatChange,
@@ -127,9 +130,12 @@ function renderOfficerCell(row: CloudExecutiveRowPayload, column: OfficerColumn)
 function ExecutiveRows({
   rows,
   width,
+  breakdown,
 }: {
   rows: CloudExecutiveRowPayload[];
   width: number;
+  /** False on the free preview, whose rows carry the total alone: no EQ% column. */
+  breakdown: boolean;
 }) {
   const isDesktopWeb = useUiCapabilities().nativePaneChrome === true;
   if (width < 52) {
@@ -146,7 +152,9 @@ function ExecutiveRows({
   }
   // The name column fits the longest name so the title starts after a kit gutter.
   const nameWidth = Math.min(24, Math.max(10, ...rows.map((row) => row.name.length)));
-  const columns = OFFICER_COLUMNS.map((column) => column.id === "name" ? { ...column, width: nameWidth } : column);
+  const columns = OFFICER_COLUMNS
+    .filter((column) => breakdown || column.id !== "equity")
+    .map((column) => column.id === "name" ? { ...column, width: nameWidth } : column);
   const height = rows.length + 1;
   return (
     <Box flexDirection="column" height={isDesktopWeb ? undefined : height} flexShrink={0}>
@@ -251,22 +259,26 @@ export function ExecutivesPane({
   /** Inside Ticker Research, whose own tab strip keeps h/l and the arrows. */
   nested?: boolean;
 }) {
-  const { wall, guard } = useProFeatureWall(EXEC_WALL, { width, height });
+  // Every plan reads EXEC: without Pro the server serves each executive's
+  // total pay, so only its refusal (an older server, an expired session) walls it.
+  const { wall, guard } = useProFeatureWall(EXEC_WALL, { width, height }, { preview: true });
+  const tier: ProxyTier = usePlanAccess().hasProAccess ? "full" : "preview";
   const { symbol, ticker: boundTicker } = useBoundTicker();
   const ticker = symbol ? symbol.toUpperCase() : null;
   const listing = useIssuerListing(boundTicker);
   if (wall) return wall;
   if (!ticker) return <EmptyState title="Select a ticker." />;
-  return <ExecutiveResearch key={ticker} ticker={ticker} listing={listing} focused={focused} width={width} nested={nested} guard={guard} />;
+  return <ExecutiveResearch key={ticker} ticker={ticker} listing={listing} tier={tier} focused={focused} width={width} nested={nested} guard={guard} />;
 }
 
 export function ExecutivesResearchTab(props: { focused: boolean; width: number; height: number }) {
   return <ExecutivesPane {...props} nested />;
 }
 
-function ExecutiveResearch({ ticker, listing, focused, width, nested, guard }: {
+function ExecutiveResearch({ ticker, listing, tier, focused, width, nested, guard }: {
   ticker: string;
   listing: IssuerListingParams;
+  tier: ProxyTier;
   focused: boolean;
   width: number;
   nested: boolean;
@@ -274,15 +286,20 @@ function ExecutiveResearch({ ticker, listing, focused, width, nested, guard }: {
 }) {
   const nativePaneChrome = useUiCapabilities().nativePaneChrome === true;
   const rendererHost = useRendererHost();
+  const openUpgrade = useCloudUpgradeAction("exec");
   const [selectedYear, setYear] = usePaneStateValue<number | null>("proxyYear", null);
-  const loadYears = useCallback((force: boolean) => guard(loadProxyStatements(ticker, { force, listing })), [guard, listing, ticker]);
+  const loadYears = useCallback((force: boolean) => guard(loadProxyStatements(ticker, { force, listing, tier })), [guard, listing, ticker, tier]);
   const list = useAsyncResource(loadYears, { clearOnError: isPermanentClientError });
   const years = useMemo(() => (list.data?.data?.proxies ?? []).map((entry) => entry.proxyYear), [list.data]);
-  const year = selectedYear !== null && years.includes(selectedYear)
+  // Without Pro only the latest proxy is served: an earlier pick from a Pro
+  // session waits for Pro again rather than asking for a year that is refused.
+  const year = tier === "full" && selectedYear !== null && years.includes(selectedYear)
     ? selectedYear : years[0] ?? null;
-  const loadStatement = useCallback((force: boolean) => guard(loadProxyStatement(ticker, year!, { force, listing })), [guard, listing, ticker, year]);
+  const loadStatement = useCallback((force: boolean) => guard(loadProxyStatement(ticker, year!, { force, listing, tier })), [guard, listing, ticker, year, tier]);
   const detail = useAsyncResource(year === null ? null : loadStatement, { clearOnError: isPermanentClientError });
   const statement = detail.data?.data ?? null;
+  // The free preview: each executive's total pay; the breakdown and earlier years are Pro.
+  const preview = statement?.access === "preview" || list.data?.data?.access === "preview";
   const loading = list.loading || detail.loading;
   const listError = list.error ?? list.data?.refreshError;
   const statementError = detail.error ?? detail.data?.refreshError;
@@ -332,8 +349,9 @@ function ExecutiveResearch({ ticker, listing, focused, width, nested, guard }: {
     // `r` refreshes every pane, so it gets no hint here.
     const hints: PaneHint[] = statement ? [{ id: "open", key: "o", label: "pen filing", onPress: openFiling }] : [];
     if (yearHint) hints.push(yearHint);
+    if (preview) hints.push({ id: "upgrade", key: CLOUD_PLAN_KEY, label: "upgrade", title: "Upgrade to Pro", onPress: openUpgrade });
     return { info, hints };
-  }, [loading, statement, openFiling, yearHint]);
+  }, [loading, statement, openFiling, yearHint, preview, openUpgrade]);
 
   const figures = useMemo(
     () => (statement ? figuresOf(statement) : []),
@@ -390,7 +408,7 @@ function ExecutiveResearch({ ticker, listing, focused, width, nested, guard }: {
                 <FigureList figures={figures} width={proseWidth} minValueWidth={4} maxValueWidth={14} />
               </Box>
             )}
-            {statement.ceo && (
+            {statement.ceo && !preview && (
               <Box flexDirection="column">
                 <SectionHeading marginTop={figures.length > 0 ? 1 : 0}
                   title={`How ${statement.ceo.name.trim().split(/\s+/).pop() || "the CEO"} Was Paid`}
@@ -404,9 +422,15 @@ function ExecutiveResearch({ ticker, listing, focused, width, nested, guard }: {
                 <ExecutiveRows
                   rows={statement.namedExecutives}
                   width={proseWidth}
+                  breakdown={!preview}
                 />
               </Box>
             )}
+            {preview && (
+              <Box marginTop={1}>
+                <UpgradeLabel text="Upgrade for the pay breakdown and earlier years" onPress={openUpgrade} role="exec-upgrade" />
+              </Box>
+            )}
             {statement.highlights && (
               <Box flexDirection="column">
                 <SectionHeading marginTop={1} title="What Changed" />

package/src/plugins/builtin/exposure/client.ts

@@ -21,7 +21,10 @@ export function validateExposure(value: ExposurePayload): ExposurePayload {
     && typeof data.evaluatedAt === "string" && Number.isFinite(Date.parse(data.evaluatedAt))
     && Number.isInteger(data.requestedHoldings) && Number.isInteger(data.lockedHoldings) && data.lockedHoldings >= 0
     && Array.isArray(data.holdings) && strings(data.unknowns) && strings(data.methodology);
-  try { parseCustomScenario(JSON.stringify(data.scenario)); } catch { valid = false; }
+  try { parseCustomScenario(JSON.stringify(data.scenario)); } catch {
+    // Intentional ignore: invalid scenarios use the payload validation error below.
+    valid = false;
+  }
   valid &&= data.holdings.every(h => typeof h.symbol === "string" && finite(h.weight) && Array.isArray(h.unknowns)
     && ["quantified", "partial", "unknown"].includes(h.status) && !!h.coverage
     && Array.isArray(h.measures) && h.measures.every(m => validRange(m.exposurePct) && nullableRange(m.impactPct) && strings(m.componentIds))

package/src/plugins/builtin/exposure/editor.tsx

@@ -7,13 +7,13 @@ import type { ExposureScenario } from "../../../api-client/exposure";
 import { parseCustomScenario } from "./model";
 
 export interface ExposureInputs { input: string; source: string; nav: string; cash: string; depth: number; scenario: ExposureScenario; }
-export function ExposureEditor({ initial, sources, focused, width, onSave, onCancel }: {
-  initial: ExposureInputs; sources: { value: string; label: string }[]; focused: boolean; width: number;
+export function ExposureEditor({ initial, initialCustom, sources, focused, width, onSave, onCancel }: {
+  initial: ExposureInputs; initialCustom?: string; sources: { value: string; label: string }[]; focused: boolean; width: number;
   onSave: (value: ExposureInputs) => void; onCancel: () => void;
 }) {
   const [draft, setDraft] = useState(initial);
   const first = initial.scenario.shocks[0]!;
-  const [custom, setCustom] = useState(initial.scenario.shocks.length > 1 || !!first.transmission ? JSON.stringify(initial.scenario) : "");
+  const [custom, setCustom] = useState(initialCustom ?? (initial.scenario.shocks.length > 1 || !!first.transmission ? JSON.stringify(initial.scenario) : ""));
   const [label, setLabel] = useState(initial.scenario.label);
   const [kind, setKind] = useState(first.kind);
   const [target, setTarget] = useState(first.target);

package/src/plugins/builtin/exposure/evidence.ts

@@ -26,7 +26,10 @@ export const exposureScreenshotEvidence: PaneScreenshotEvidenceHook<ExposureCapt
       const rows = metadata.tab === "drivers" ? driverRows(payload) : metadata.tab === "paths" ? pathRows(payload) : metadata.tab === "portfolio" ? portfolioRows(payload, String(metadata.view)) : tableRows(payload);
       if (metadata.plottedValueCount !== rows.length || metadata.rowIds.length !== rows.length || metadata.rowIds.some(id => !rows.some(r => r.id === id))) return null;
       return metadata as unknown as ExposureCapture;
-    } catch { return null; }
+    } catch {
+      // Intentional ignore: malformed capture metadata cannot prove the screenshot's exposure data.
+      return null;
+    }
   },
   mismatches(evidence, { resolved, payload }) {
     const snapshot = payload.config.layout.instances.find(i => i.instanceId === payload.paneId)?.settings?.exposureSnapshot;

package/src/plugins/builtin/exposure/holdings.ts

@@ -4,6 +4,7 @@ import type { Portfolio, TickerRecord } from "../../../types/ticker";
 import { publicTickerKey } from "../../../utils/exchanges";
 import { resolveCurrencyUnit } from "../../../utils/currency-units";
 import { convertCurrency } from "../../../utils/format";
+import { logFailure } from "../../../utils/log-failure";
 import { getPortfolioPositionMetrics, getPortfolioQuoteDisplay, resolvePortfolioMarketValue } from "../../../portfolio/position-metrics";
 
 /** Explicit NAV preserves cash, shorts and leverage; net holdings are never used as NAV. */
@@ -35,7 +36,8 @@ export async function portfolioHoldings(portfolio: Portfolio, tickers: TickerRec
   for (const currency of currencies) await ensureRate(currency);
   const holdings: ExposureHolding[] = [];
   for (const ticker of positions) {
-    const quote = await market.getQuote(ticker.metadata.ticker, ticker.metadata.exchange).catch(() => null);
+    const quote = await market.getQuote(ticker.metadata.ticker, ticker.metadata.exchange)
+      .catch(logFailure("exposure.holdings", "Load portfolio holding quote failed", null));
     const currency = quote?.currency || ticker.metadata.currency;
     if (!rates.has(currency)) await ensureRate(currency);
     const metrics = getPortfolioPositionMetrics(ticker, portfolio.id, currency, {

package/src/plugins/builtin/exposure/pane.tsx

@@ -2,12 +2,13 @@ import { useCallback, useMemo, useRef } from "react";
 import { isAccessDenied } from "../../../api-client/errors";
 import { usePlanAccess } from "../../../api-client/plan-access";
 import type { ExposureEvidence, ExposurePayload } from "../../../api-client/exposure";
-import { ActionRow, ChartTableHeader, DataTableView, EmptyState, KeyValueRow, PageStackView, PaneStatusBody, QueryBar, SectionHeading, usePaneNoticeFooter, usePaneStatusFooter, usePaneTabs, type DataTableCell, type DataTableColumn, type PaneHint, type StatItem } from "../../../components";
+import { ActionRow, Button, ChartTableHeader, DataTableView, EmptyState, KeyValueRow, PageStackView, PaneStatusBody, QueryBar, SectionHeading, usePaneNoticeFooter, usePaneStatusFooter, usePaneTabs, type DataTableCell, type DataTableColumn, type PaneHint, type StatItem } from "../../../components";
 import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
 import { useAppSelector, useAsyncResource, useAutoRefresh, useMarketData, usePaneInstance, usePaneSettingValue, usePluginAppActions, usePluginPaneState } from "../../../public/react";
 import { useThemeColors } from "../../../theme/theme-context";
 import type { PaneProps } from "../../../types/plugin";
 import { Box, ScrollBox, Text, useRendererHost, useUiCapabilities } from "../../../ui";
+import { logFailure } from "../../../utils/log-failure";
 import { SignInWall } from "../cloud/auth-actions";
 import { CLOUD_PLAN_KEY, useCloudUpgradeAction } from "../shared/cloud-upgrade";
 import { useOpenDescription } from "../shared/open-description";
@@ -82,14 +83,32 @@ export function ExposurePane({ width, height, focused }: PaneProps) {
   const { createPaneFromTemplate } = usePluginAppActions();
   const openDescription = useOpenDescription();
   const [openingScenario] = usePaneSettingValue("scenario", "taiwan-disruption");
-  const [customSetting] = usePaneSettingValue("customScenario", "");
+  const [customSetting, setCustomSetting] = usePaneSettingValue("customScenario", "");
   const [openingDepth] = usePaneSettingValue("depth", 2);
   const [openingNav] = usePaneSettingValue("nav", "");
   const [openingCash] = usePaneSettingValue("cash", "");
-  const [snapshotSetting] = usePaneSettingValue<ExposurePayload | null>("exposureSnapshot", null);
-  const snapshot = useMemo(() => { try { return snapshotSetting ? validateExposure(snapshotSetting) : null; } catch { return null; } }, [snapshotSetting]);
+  const [snapshotSetting, setSnapshotSetting] = usePaneSettingValue<ExposurePayload | null>("exposureSnapshot", null);
+  const savedSnapshot = useMemo(() => {
+    try { return { data: snapshotSetting === null ? null : validateExposure(snapshotSetting), error: null }; } catch (error) {
+      return logFailure("exposure.pane", "Read saved exposure snapshot failed", {
+        data: null, error: "Cannot read the saved exposure snapshot. Repair or reset it before analyzing.",
+      })(error);
+    }
+  }, [snapshotSetting]);
+  const snapshot = savedSnapshot.data;
   const initialInput = snapshot ? snapshot.holdings.map(h => `${h.symbol}=${h.weight}`).join(" ") : instance?.params?.input ?? instance?.params?.arg ?? "";
-  const initialScenario = useMemo(() => { if (snapshot) return snapshot.scenario; try { return customSetting ? parseCustomScenario(customSetting) : DEFAULT_SCENARIO; } catch { return DEFAULT_SCENARIO; } }, [snapshot, customSetting]);
+  const savedScenario = useMemo(() => {
+    try { return { data: snapshot?.scenario ?? (customSetting ? parseCustomScenario(customSetting) : DEFAULT_SCENARIO), error: null }; } catch (error) {
+      return logFailure("exposure.pane", "Read custom exposure scenario failed", {
+        data: null, error: "Cannot read the custom scenario. Repair or reset it before analyzing.",
+      })(error);
+    }
+  }, [snapshot, customSetting]);
+  const inputError = savedSnapshot.error ?? savedScenario.error;
+  // A repaired setting must replace any stale scenario in persisted editor state.
+  const repairingCustomSetting = useRef(false);
+  if (savedScenario.error) repairingCustomSetting.current = true;
+  const initialScenario = savedScenario.data ?? DEFAULT_SCENARIO;
   const [inputs, setInputs] = usePluginPaneState<ExposureInputs>("exposure:inputs", { input: initialInput, source: /^(PORT|WATCH):/.test(initialInput) ? initialInput : "typed", nav: String(openingNav), cash: String(openingCash), depth: snapshot?.depth ?? Number(openingDepth), scenario: initialScenario });
   const [scenarioId, setScenarioId] = usePluginPaneState("exposure:scenario", snapshot ? snapshot.scenario.id ?? "captured" : customSetting ? "custom" : openingScenario);
   const [openingTab] = usePaneSettingValue("tab", "table");
@@ -98,11 +117,11 @@ export function ExposurePane({ width, height, focused }: PaneProps) {
   const [view, setView] = usePluginPaneState("exposure:view", openingView);
   const [selectedId, setSelected] = usePluginPaneState<string | null>("exposure:selected", null);
   const [detailId, setDetail] = usePluginPaneState<string | null>("exposure:detail", null);
-  const [editing, setEditing] = usePluginPaneState("exposure:editing", !initialInput && !snapshot);
+  const [editing, setEditing] = usePluginPaneState("exposure:editing", !initialInput && !snapshot && !inputError);
   const [sort, setSort] = usePluginPaneState("exposure:sort", { column: "exposure", direction: "desc" as "asc" | "desc" });
   const libraryLoader = useCallback(() => snapshot ? Promise.resolve([snapshot.scenario]) : fetchScenarios(), [snapshot, accessKey]);
-  const library = useAsyncResource(libraryLoader, { clearOnError: isAccessDenied });
-  const scenario = snapshot?.scenario ?? (scenarioId === "custom" ? inputs.scenario : library.data?.find(s => s.id === scenarioId) ?? (scenarioId === DEFAULT_SCENARIO.id ? DEFAULT_SCENARIO : null));
+  const library = useAsyncResource(inputError ? null : libraryLoader, { clearOnError: isAccessDenied });
+  const scenario = snapshot?.scenario ?? (scenarioId === "custom" ? repairingCustomSetting.current && customSetting ? savedScenario.data : inputs.scenario : library.data?.find(s => s.id === scenarioId) ?? (scenarioId === DEFAULT_SCENARIO.id ? DEFAULT_SCENARIO : null));
   const portfolio = config.portfolios.find(p => inputs.source === `PORT:${p.id}`);
   const localTickers = useMemo(() => [...tickers.values()], [tickers]);
   // Freeze a local selection until the user explicitly refreshes. Tick-by-tick marks must not rerun scenarios.
@@ -126,10 +145,10 @@ export function ExposurePane({ width, height, focused }: PaneProps) {
     return fetchExposure({ holdings, scenario, depth: inputs.depth, ...(cash === undefined ? {} : { cashWeight: cash }) });
   // Explicit request state, including the account, owns recalculation. Quote changes do not.
   }, [sourceKey, snapshot]);
-  const resource = useAsyncResource(inputs.input || inputs.source !== "typed" || snapshot ? loader : null, { clearOnError: isAccessDenied });
+  const resource = useAsyncResource(!inputError && (inputs.input || inputs.source !== "typed" || snapshot) ? loader : null, { clearOnError: isAccessDenied });
   const data = resource.data;
   useAutoRefresh(resource.updatedAt, resource.load);
-  usePaneRefreshKey(() => void resource.reload(), { focused: focused && !editing });
+  usePaneRefreshKey(() => void resource.reload(), { focused: focused && !editing && !inputError });
   const rawRows = useMemo(() => !data ? [] : tab === "drivers" ? driverRows(data) : tab === "paths" ? pathRows(data) : tab === "portfolio" ? portfolioRows(data, view) : tableRows(data), [data, tab, view]);
   const rows = useMemo(() => [...rawRows].sort((a, b) => {
     const get = (r: ExposureRow) => sort.column === "value" ? r.driver?.value ?? r.driver?.range?.high ?? -Infinity : sort.column === "units" ? r.driver ? driverUnits(r.driver) : "" : sort.column === "scope" ? r.driver ? driverScope(r.driver) : "" : sort.column === "classification" ? r.classification : sort.column === "label" ? r.label : sort.column === "period" ? r.period ?? "" : sort.column === "exposure" ? r.exposure?.high ?? -Infinity : sort.column === "impact" ? r.impact?.low ?? -Infinity : sort.column === "weight" ? r.weight ?? -Infinity : sort.column === "basis" ? r.basis ?? "" : r.symbol;
@@ -141,12 +160,12 @@ export function ExposurePane({ width, height, focused }: PaneProps) {
   const activeRow = detail ?? selected;
   const source = activeRow?.components.flatMap(c => [...c.evidence, ...c.path.flatMap(h => h.evidence)]).find(e => e.url)?.url;
   const symbol = activeRow?.symbol.split(",")[0]?.trim();
-  const detailOpen = editing || !!detail || detailId === "unknowns";
+  const detailOpen = !savedSnapshot.error && (editing || (!inputError && (!!detail || detailId === "unknowns")));
   const { strip, rows: tabRows } = usePaneTabs({ tabs: TABS, activeValue: tab, onSelect: value => { setTab(value); setDetail(null); }, focused: focused && !editing, dense: true });
   useExposureEvidence(data, tab, view, rows.map(r => r.id));
-  const hints: PaneHint[] = editing ? [] : [
+  const hints: PaneHint[] = editing || savedSnapshot.error ? [] : [
     { id: "edit", key: "s", label: "cenario", title: "Edit scenario and holdings", onPress: () => setEditing(true) },
-    { id: "unknowns", key: "v", label: "isibility", title: "What we could not see", onPress: () => setDetail("unknowns") },
+    ...(!inputError ? [{ id: "unknowns", key: "v", label: "isibility", title: "What we could not see", onPress: () => setDetail("unknowns") }] : []),
     ...(selected ? [{ id: "evidence", key: "e", label: "vidence", onPress: () => setDetail(selected.id) }] : []),
     ...(source ? [{ id: "source", key: "o", label: "pen source", onPress: () => void host.openExternal(source) }] : []),
     ...(symbol ? [
@@ -158,7 +177,7 @@ export function ExposurePane({ width, height, focused }: PaneProps) {
     ] : []),
     ...(data?.access === "preview" ? [{ id: "upgrade", key: CLOUD_PLAN_KEY, label: "upgrade", title: "Upgrade to Pro", onPress: upgrade }] : []),
   ];
-  usePaneStatusFooter({ registrationId: "exposure", loading: resource.loading, error: data ? resource.error : null, hints,
+  usePaneStatusFooter({ registrationId: "exposure", loading: resource.loading, error: inputError ?? (data ? resource.error : null), hints,
     info: data ? [{ id: "asof", parts: [{ text: `analyzed ${data.evaluatedAt.slice(0, 10)}`, tone: "muted" as const }] }] : [] });
   usePaneNoticeFooter({ registrationId: "exposure:notices", focused, notices: [...(library.error ? [library.error] : []), ...(data?.unknowns ?? []), ...(data?.holdings.flatMap(h => h.unknowns.map(u => `${h.symbol}: ${u}`)) ?? [])] });
   const sources = [{ value: "typed", label: "Typed holdings" }, ...config.portfolios.map(p => ({ value: `PORT:${p.id}`, label: `PORT · ${p.name}` })), ...config.watchlists.map(w => ({ value: `WATCH:${w.id}`, label: `Watchlist · ${w.name}` }))];
@@ -231,8 +250,10 @@ export function ExposurePane({ width, height, focused }: PaneProps) {
     {strip}
     <PageStackView focused={focused && !editing} detailOpen={detailOpen} onBack={() => { setDetail(null); setEditing(false); }}
       detailTitle={editing ? "Scenario and holdings" : detail ? `${detail.symbol} · ${detail.label}` : "What we could not see"}
-      detailContent={editing ? <ExposureEditor initial={{ ...inputs, scenario: scenario ?? inputs.scenario }} sources={sources} focused={focused} width={width} onCancel={() => setEditing(false)} onSave={value => { setInputs(value); setScenarioId("custom"); setEditing(false); setDetail(null); }} /> : data ? <ExposureDetail row={detail} data={data} width={width} /> : null}
-      rootContent={<PaneStatusBody loading={!data && resource.loading} error={!data ? resource.error : null} subject="exposure analysis">
+      detailContent={editing && !savedSnapshot.error ? <ExposureEditor initial={{ ...inputs, scenario: scenario ?? inputs.scenario }} initialCustom={savedScenario.error ? customSetting : undefined} sources={sources} focused={focused} width={width} onCancel={() => setEditing(false)} onSave={value => { if (repairingCustomSetting.current && customSetting) setCustomSetting(JSON.stringify(value.scenario)); setInputs(value); setScenarioId("custom"); setEditing(false); setDetail(null); }} /> : data ? <ExposureDetail row={detail} data={data} width={width} /> : null}
+      rootContent={<PaneStatusBody loading={!data && resource.loading} error={inputError ?? (!data ? resource.error : null)} subject="exposure analysis"
+        actions={savedSnapshot.error ? <Button label="Reset saved snapshot" onPress={() => { setSnapshotSetting(null); setEditing(false); setDetail(null); }} />
+          : savedScenario.error ? <><Button label="Edit scenario" onPress={() => setEditing(true)} /><Button label="Reset custom scenario" onPress={() => { setCustomSetting(""); setInputs({ ...inputs, scenario: DEFAULT_SCENARIO }); setScenarioId(DEFAULT_SCENARIO.id!); setEditing(false); setDetail(null); }} /></> : undefined}>
         {data ? <DataTableView<ExposureRow> columns={columns} items={items} getItemKey={r => r.id} rootWidth={width} rootHeight={bodyHeight} focused={focused && !detailOpen}
           selection={{ kind: "id", selectedId: selected?.id ?? null, getId: r => r.id, onChange: (id) => { if (!id.startsWith("locked:")) setSelected(id); } }}
           onActivate={row => row.id.startsWith("locked:") ? upgrade() : setDetail(row.id)} selectedTextOverridesCellColor showHorizontalScrollbar

package/src/plugins/builtin/filing-events/index.tsx

@@ -1,4 +1,6 @@
 import type { PluginModule } from "../plugin-module";
+import type { PaneLock } from "../../../types/plugin";
+import { filesForm } from "../shared/free-routes";
 import { proLockNote } from "../shared/pro-lock-note";
 import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
 import { FILING_EVENTS_PANE_ID, FilingEventsPane } from "./pane";
@@ -11,14 +13,18 @@ const description =
  * EK is Pro whole (`useProFeatureWall`): signed out it shows the sign-in wall
  * and on a free account the Pro wall, never a partial feed. The 8-Ks themselves
  * are in SEC, which needs no account: its rows carry each 8-K's filing date,
- * acceptance time and items, by number and in words.
+ * acceptance time and items, by number and in words. A company filing no 8-Ks
+ * (ASML files 6-Ks) gets no route.
  */
-function filingEventsLockNote(lock: { gate: "sign-in" | "pro"; symbol: string | null }): string {
+function filingEventsLockNote(lock: PaneLock): Promise<string> {
   return proLockNote(lock, {
     token: "EK",
     does: "it reads each 8-K and sums up what it said and who it names",
     shows: "them",
-    free: (ticker, company) => `gloomberb fn SEC ${ticker} lists ${company}'s recent filings, 8-Ks among them, each with its filing date and its items by number and name.`,
+    free: [{
+      text: (ticker, company) => `gloomberb fn SEC ${ticker} lists ${company}'s recent filings, 8-Ks among them, each with its filing date and its items by number and name.`,
+      answers: (symbol, context) => filesForm(symbol, "8-K", context),
+    }],
   });
 }
 

package/src/plugins/builtin/futures/table.tsx

@@ -3,6 +3,7 @@ import { colors, priceColor } from "../../../theme/colors";
 import type { Quote } from "../../../types/financials";
 import { TextAttributes } from "../../../ui";
 import { formatCompact, formatNumber, formatPercentRaw } from "../../../utils/format";
+import { minorUnitSign } from "../../../utils/currency-units";
 import { isBoardRowLoading, renderQuoteBoardCell, type BoardQuoteMap } from "../shared/use-quote-board";
 import { tickDecimals, type FuturesContract } from "../../../market-data/futures-board";
 import { FUTURES_RETURN_COLUMNS, futuresContractHeadline, futuresUnitLabel, type FuturesColumnId, type FuturesTableRow } from "./model";
@@ -164,13 +165,15 @@ const currencySymbols = new Map<string, string>();
 /**
  * The board prints dollar prices bare. Anything else carries its unit on the
  * price and on the change, so Dutch TTF gas at 72.071 euros is not read as
- * dollars beside Henry Hub: US cents (`USX`) as a `c` suffix, other
- * currencies as their symbol.
+ * dollars beside Henry Hub: a minor unit as its sign after the amount (US
+ * cents 312.35¢, as every price in cents reads), other currencies as their
+ * symbol.
  */
 function currencyMarks(currency: string | undefined): { prefix: string; suffix: string } {
   const code = currency?.trim().toUpperCase() ?? "";
   if (!code || code === "USD") return { prefix: "", suffix: "" };
-  if (code === "USX") return { prefix: "", suffix: "c" };
+  const minor = minorUnitSign(currency);
+  if (minor) return { prefix: "", suffix: minor };
   let symbol = currencySymbols.get(code);
   if (symbol === undefined) {
     try {

package/src/plugins/builtin/futures-curve/pane.tsx

@@ -1,5 +1,5 @@
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
-import { chartTableChromeRows, ChartTableHeader, CurveSurface, curveGhostColors, DataTableView, Notice, PaneStatusBody, QueryBar, useChartTableSelection, usePaneNoticeFooter, usePaneStatusFooter, usePaneTabs, type DataTableColumn, type PaneFooterSegment, type StatItem } from "../../../components";
+import { splitDelayedStatus, chartTableChromeRows, ChartTableHeader, CurveSurface, curveGhostColors, DataTableView, Notice, PaneStatusBody, QueryBar, useChartTableSelection, usePaneNoticeFooter, usePaneStatusFooter, usePaneTabs, type DataTableColumn, type PaneFooterSegment, type StatItem } from "../../../components";
 import { fitChartTableColumns } from "../../../components/chart-table";
 import { curveStrip, curveSurfaceMinRows } from "../../../components/chart/curve";
 import { isAccessDenied } from "../../../api-client/errors";
@@ -225,7 +225,7 @@ function FuturesCurveView({ width, height, focused, root, ownsTitle }: PaneProps
       ...requestedDate ? [{ id: "latest", key: "c", label: "urrent", title: "Current Curve", onPress: () => selectDate("") }] : [],
     ],
     info: data ? [
-      { id: "source", parts: [{ text: `${requestedDate ? "daily archive" : data.source === "cboe" ? "settlement" : delay > 0 ? `${delay}m delayed` : "dated quotes"} · ${unit ?? "units unavailable"} · ${curveTimestamp(newest)}${newest?.includes("T") ? " UTC" : ""}`, tone: "muted" }] },
+      ...splitDelayedStatus({ id: "source", parts: [{ text: `${requestedDate ? "daily archive" : data.source === "cboe" ? "settlement" : delay > 0 ? `${delay}m delayed` : "dated quotes"} · ${unit ?? "units unavailable"} · ${curveTimestamp(newest)}${newest?.includes("T") ? " UTC" : ""}`, tone: "muted" }] }),
       ...(staleCount ? [{ id: "stale", parts: [{ text: `${staleCount} of ${data.contracts.length} stale`, tone: "warning" as const }] }] : []),
       ...(spot ? [spot.status === "ok" ? spotSegment(spot, root, clock)
         : { id: "spot", parts: [{ text: `Basis blank: ${spot.reason}`, tone: "warning" as const }] }] : []),