gloomberb 0.18.1 → 0.18.2

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 }] }] : []),

package/src/plugins/builtin/insider/base-values.ts

@@ -0,0 +1,72 @@
+import type { HeadlessPaneColumn, HeadlessPaneRow } from "../../../types/headless";
+import { fxCloseOnOrBefore, loadDailyFxCloses, type FxCloses, type FxHistoryClient } from "../../../market-data/fx-closes";
+import { logFailure } from "../../../utils/log-failure";
+import { formatCompact, formatNumber } from "../../../utils/format";
+
+/** A Form 4 states its prices and values in US dollars. */
+export const FORM4_CURRENCY = "USD";
+
+/** The rows with their currency, and for a base currency other than USD each value in it, with the columns and note that say so. */
+export interface InsiderBaseValues {
+  rows: HeadlessPaneRow[];
+  /** The money columns labelled with their currency, and the converted value and its rate; null for a USD base, whose columns stay as they are. */
+  columns: HeadlessPaneColumn[] | null;
+  note: string | null;
+}
+
+const dash = (value: unknown, format: (value: number) => string) => (typeof value === "number" && Number.isFinite(value) ? format(value) : "-");
+
+/**
+ * Every row carries the currency its price and value are in (USD, as a Form 4
+ * states them). With another base currency (CAD), each value is also given
+ * in it at the daily close of USD/CAD on its transaction day, or the last
+ * close before a weekend or holiday (`fxCloseOnOrBefore` over the history
+ * PORT and PEB read), with the rate and that close's date beside it. When the
+ * closes cannot be read the values stay in USD and the note says why.
+ */
+export async function withInsiderBaseValues(
+  rows: readonly HeadlessPaneRow[],
+  baseCurrency: string,
+  client: FxHistoryClient,
+  now = new Date(),
+): Promise<InsiderBaseValues> {
+  const labelled: HeadlessPaneRow[] = rows.map((row) => ({ ...row, currency: FORM4_CURRENCY }));
+  const base = baseCurrency.trim().toUpperCase();
+  if (!base || base === FORM4_CURRENCY) return { rows: labelled, columns: null, note: null };
+  const pair = `${FORM4_CURRENCY}/${base}`;
+  const days = labelled.flatMap((row) => typeof row.transactionDate === "string" && typeof row.totalValue === "number"
+    ? [row.transactionDate.slice(0, 10)] : []).sort();
+  let closes: FxCloses | null = null;
+  if (days.length > 0) {
+    try {
+      closes = await loadDailyFxCloses(base, days[0]!, client, now);
+    } catch (error) {
+      logFailure("insider.base-values", `Daily ${pair} closes failed`)(error);
+    }
+  }
+  const converted = labelled.map((row) => {
+    const day = typeof row.transactionDate === "string" ? row.transactionDate.slice(0, 10) : null;
+    const reading = closes && day && typeof row.totalValue === "number" ? fxCloseOnOrBefore(closes, day) : null;
+    // The close is USD per unit of the base currency; the rate is the base currency per dollar.
+    const fxRate = reading ? 1 / reading.rate : null;
+    return {
+      ...row,
+      baseCurrency: base,
+      valueBase: fxRate != null ? (row.totalValue as number) * fxRate : null,
+      fxRate,
+      fxDate: reading?.date ?? null,
+    };
+  });
+  const columns: HeadlessPaneColumn[] = [
+    { key: "pricePerShare", header: `Price (${FORM4_CURRENCY})`, align: "right", format: (value) => dash(value, (price) => formatNumber(price, 2)) },
+    { key: "totalValue", header: `Value (${FORM4_CURRENCY})`, align: "right", format: (value) => dash(value, formatCompact) },
+    ...closes ? [
+      { key: "valueBase", header: `Value (${base})`, align: "right" as const, format: (value: unknown) => dash(value, formatCompact) },
+      { key: "fxRate", header: pair, align: "right" as const, stackPriority: 1, format: (value: unknown) => dash(value, (rate) => formatNumber(rate, 4)) },
+    ] : [],
+  ];
+  const note = days.length === 0 ? null
+    : closes ? `Value (${base}) is each value at the ${pair} daily close of its transaction day, or of the trading day before it; ${pair} is that rate.`
+      : `Daily ${pair} closes are unavailable, so values stay in ${FORM4_CURRENCY}.`;
+  return { rows: closes ? converted : labelled, columns, note };
+}

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

@@ -8,6 +8,7 @@ import type {
 import { formatCompact, formatCurrency } from "../../../utils/format";
 import { loadParsedInsiderFilings, type InsiderFilingsLoad } from "./client";
 import { insiderEmptyNotice } from "./issuer";
+import { FORM4_CURRENCY, withInsiderBaseValues } from "./base-values";
 import {
   buildInsiderRows,
   buildInsiderSummary,
@@ -58,6 +59,7 @@ import {
   insiderUsualRatio,
 } from "./signals-model";
 import { REPORT_ROWS } from "../shared/headless-options";
+import type { FxHistoryClient } from "../../../market-data/fx-closes";
 
 const INSIDER_COLUMNS: HeadlessPaneColumn[] = [
   { key: "form", header: "Form" },
@@ -106,6 +108,20 @@ const INSIDER_COLUMNS: HeadlessPaneColumn[] = [
   { key: "note", header: "Note", underRow: true, format: (value) => typeof value === "string" ? value : "" },
 ];
 
+/** With a base currency other than USD, the dollar columns say they are in USD ("Bought (USD)"), as $ alone is several currencies' sign. */
+function labelDollarColumns(columns: HeadlessPaneColumn[], keys: readonly string[], baseCurrency: string): HeadlessPaneColumn[] {
+  if (baseCurrency.trim().toUpperCase() === FORM4_CURRENCY) return columns;
+  return columns.map((column) => keys.includes(column.key) ? { ...column, header: `${column.header} (${FORM4_CURRENCY})` } : column);
+}
+
+/** The trades' columns with the money ones labelled by currency and the converted value and rate after them (`withInsiderBaseValues`). */
+function withMoneyColumns(money: readonly HeadlessPaneColumn[]): HeadlessPaneColumn[] {
+  const byKey = new Map(money.map((column) => [column.key, column]));
+  return INSIDER_COLUMNS.flatMap((column) => column.key === "totalValue"
+    ? money.filter((entry) => entry.key !== "pricePerShare")
+    : [byKey.get(column.key) ?? column]);
+}
+
 const figureOrDash = (value: unknown) => (typeof value === "number" ? value : null);
 
 /**
@@ -183,6 +199,7 @@ function insidersRows(activity: InsiderCompanyActivity, side: InsiderSignalSide)
       stakeBothWays: line.buyer.twoWay === true,
       bought: line.bought,
       sold: line.sold,
+      currency: FORM4_CURRENCY,
       shares: line.buyer.shares ?? null,
       last: line.buyer.lastBuy,
     }));
@@ -211,6 +228,7 @@ function signalRows(payload: InsiderSignalsPayload): HeadlessPaneRow[] {
       insiders: row.insiders,
       buys: row.buys,
       value: row.value,
+      currency: FORM4_CURRENCY,
       shares: row.shares,
       firstBuy: row.firstBuy,
       lastBuy: row.lastBuy,
@@ -251,6 +269,8 @@ function amendmentNote(entry: ParsedInsiderFiling): string {
 }
 
 export interface InsiderHeadlessDependencies {
+  /** Daily FX closes for values in a base currency other than USD; the report's API client unless a test stands in. */
+  fxHistory?: FxHistoryClient;
   loadSignals?(query: InsiderSignalsQuery, limit: number, ctx: HeadlessPaneContext): Promise<InsiderSignalsPayload>;
   loadCompany?(query: InsiderCompanyQuery, ctx: HeadlessPaneContext): Promise<InsiderCompanyActivity>;
   loadParsed(
@@ -441,9 +461,9 @@ export function createInsiderHeadless(
         const payload = await (dependencies.loadSignals ?? defaultDependencies.loadSignals!)(query, Number(args.options.limit), ctx);
         const side = payload.side ?? "buy";
         return {
-          columns: signalColumns(side),
+          columns: labelDollarColumns(signalColumns(side), ["value"], ctx.config.baseCurrency),
           // The exports carry each row's insiders; the text leaves them to fn INS <ticker> --view insiders.
-          textColumns: signalColumns(side).filter((column) => column.key !== "buyers"),
+          textColumns: labelDollarColumns(signalColumns(side).filter((column) => column.key !== "buyers"), ["value"], ctx.config.baseCurrency),
           rows: signalRows(payload),
           ...(payload.rows.length === 0 ? { empty: insiderSignalsEmptyTitle(payload.window, side, insiderSignalsFiltered(query)) } : {}),
           metadata: {
@@ -472,7 +492,7 @@ export function createInsiderHeadless(
           .filter((notice): notice is string => !!notice))];
         const rows = insidersRows(activity, side);
         return {
-          columns: INSIDERS_COLUMNS,
+          columns: labelDollarColumns(INSIDERS_COLUMNS, ["bought", "sold"], ctx.config.baseCurrency),
           rows,
           ...(rows.length === 0 ? { empty: insiderActivityEmptyTitle(window) } : {}),
           metadata: {
@@ -503,12 +523,17 @@ export function createInsiderHeadless(
         .filter((row) => row.status !== "parsed" && row.status !== "disclosure")
         .map((row) => row.accessionNumber))];
       // A filing's lines sit together, so its note goes once, under the last of them.
-      const rows: HeadlessPaneRow[] = buildInsiderRows(filtered, parsed).map((row, index) => {
+      const filed: HeadlessPaneRow[] = buildInsiderRows(filtered, parsed).map((row, index) => {
         const entry = filtered[index]!;
         const last = filtered[index + 1]?.filing.accessionNumber !== entry.filing.accessionNumber;
         return isAmendedInsiderFiling(entry) && last ? { ...row, note: amendmentNote(entry) || null } : row;
       });
+      // Every value says its currency; a base currency other than USD gets each value converted beside it.
+      const based = await withInsiderBaseValues(filed, ctx.config.baseCurrency, dependencies.fxHistory ?? ctx.apiClient);
+      const rows = based.rows;
       return {
+        ...(based.columns ? { columns: withMoneyColumns(based.columns) } : {}),
+        ...(based.note ? { notes: [based.note] } : {}),
         rows,
         // Nothing at all: the company has no Form 4 of its own, which is the whole answer.
         ...(empty ? { empty, unavailableSymbols: [] } : {}),

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

@@ -183,11 +183,11 @@ export const jobsHeadless: HeadlessPaneDefinition<"bundle"> = {
     const symbol = args.symbols[0];
     if (symbol) {
       const state = await fetchJobs(symbol, { force: true, client: ctx.apiClient as JobsCloudClient });
-      if (state.kind === "denied") throw explainRefusal(new ApiRequestError(state.message, state.status), jobsLockNote, { symbol });
+      if (state.kind === "denied") throw await explainRefusal(new ApiRequestError(state.message, state.status), jobsLockNote, { symbol, context: ctx });
       return companyBundle(symbol, state, limit);
     }
     const payload = await fetchJobsMovers(ctx.apiClient as JobsCloudClient)
-      .catch((error: unknown) => { throw explainRefusal(error, jobsLockNote, { symbol: null }); });
+      .catch(async (error: unknown) => { throw await explainRefusal(error, jobsLockNote, { symbol: null }); });
     const rows = buildMoverRows(payload.movers).slice(0, Math.max(limit, 15)).map((row) => ({
       ticker: row.ticker,
       company: row.company,

package/src/plugins/builtin/jobs/lock-note.ts

@@ -1,16 +1,27 @@
 import type { PaneLock } from "../../../types/plugin";
-import { proLockNote } from "../shared/pro-lock-note";
+import type { HiringPayload } from "../../../api-client/hiring";
+import { fetchAttention } from "../company-attention/client";
+import { proLockNote, type FreeRoute } from "../shared/pro-lock-note";
+
+/** HIRE's preview, for a company whose careers system it reads: Coffee Holding (JVA) is mapped but uncovered. */
+const HIRE_ROUTE: FreeRoute = {
+  text: (ticker, company) => `gloomberb fn HIRE ${ticker} previews ${company}'s hiring with its latest roles, without the full history.`,
+  answers: async (symbol, context) => {
+    const data = await fetchAttention("hiring", symbol, { limit: 1 }, context.apiClient, context.signal) as HiringPayload;
+    return data.evidence.length + data.series.length + data.functions.length > 0;
+  },
+};
 
 /**
  * JOBS is Pro whole. HIRE reads the same careers systems and needs no
  * account: a company's latest roles, without the full history.
  */
-export function jobsLockNote(lock: PaneLock): string {
+export function jobsLockNote(lock: PaneLock): Promise<string> {
   return proLockNote(lock, {
     token: "JOBS",
     argument: "optional",
     does: "it reads each company's careers system into open roles, hiring pace and the mix by function and country",
     shows: "it",
-    free: (ticker, company) => `gloomberb fn HIRE ${ticker} previews ${company}'s hiring with its latest roles, without the full history.`,
+    free: [HIRE_ROUTE],
   });
 }

package/src/plugins/builtin/market-halts/model.ts

@@ -180,14 +180,33 @@ const DAY_MS = 86_400_000;
 /** Unresolved halts move out of the recent views at 30 elapsed days. */
 const LONG_TERM_MS = 30 * DAY_MS;
 
-export function formatHaltAge(record: HaltRecord, now: number): string {
+/** How long a halt has kept trading stopped: to the trade resumption, or to now while it lasts. Quotes resuming do not end it. */
+function haltDurationMs(record: HaltRecord, now: number): number {
   const end = record.tradeResumeAt == null ? now : Math.min(now, record.tradeResumeAt);
-  const elapsed = Math.max(0, end - record.haltedAt);
+  return Math.max(0, end - record.haltedAt);
+}
+
+/** How long since the halt began, whether or not trading has resumed. */
+function haltAgeMs(record: HaltRecord, now: number): number {
+  return Math.max(0, now - record.haltedAt);
+}
+
+function formatElapsed(elapsed: number): string {
   if (elapsed >= DAY_MS) return `${Math.floor(elapsed / DAY_MS)}d`;
   if (elapsed >= 3_600_000) return `${Math.floor(elapsed / 3_600_000)}h`;
   return `${Math.floor(elapsed / 60_000)}m`;
 }
 
+/** HALTED FOR: RAIL halted 16:40 and resumed 17:15 was halted for 35m, read at any later time. */
+export function formatHaltDuration(record: HaltRecord, now: number): string {
+  return formatElapsed(haltDurationMs(record, now));
+}
+
+/** AGE: RAIL's 16:40 halt is 1h old at 17:45, though it lasted 35m. */
+export function formatHaltAge(record: HaltRecord, now: number): string {
+  return formatElapsed(haltAgeMs(record, now));
+}
+
 export const HALT_FILTERS: ReadonlyArray<{ label: string; value: HaltFilter }> = [
   { label: "All", value: "all" },
   { label: "Active", value: "active" },
@@ -221,6 +240,7 @@ export type HaltColumnId =
   | "halted"
   | "quote"
   | "trade"
+  | "duration"
   | "status";
 
 export type HaltColumn = DataTableColumn & { id: HaltColumnId };
@@ -235,6 +255,7 @@ export const HALT_SORT_COLUMN_IDS: readonly HaltColumnId[] = [
   "halted",
   "quote",
   "trade",
+  "duration",
   "status",
 ];
 
@@ -262,16 +283,18 @@ const HALT_COLUMNS: readonly HaltColumn[] = [
   { id: "halted", label: "HALT ET", width: 9, align: "left" },
   { id: "quote", label: "QUOTE ET", width: 11, align: "left" },
   { id: "trade", label: "TRADE ET", width: 11, align: "left" },
+  { id: "duration", label: "HALTED FOR", width: 12, align: "right" },
   { id: "status", label: "STATUS", width: 8, align: "left" },
 ];
 
 /**
  * What a narrow pane gives up first, so STATUS never scrolls out of view. MKT
  * is only the venue, STATUS already reads QUOTE once quoting resumes, and
- * REASON spells out CODE. Trade resumption and halt time give way only in
- * the narrowest panes; symbol, reason, halt date, age and status always stay.
+ * REASON spells out CODE. Trade resumption, halt time and then the age, which
+ * the date and halt time also give, go only in the narrowest panes; symbol,
+ * reason, halt date, how long it was halted for and status always stay.
  */
-const NARROW_DROP_ORDER: readonly HaltColumnId[] = ["market", "quote", "code", "company", "trade", "halted"];
+const NARROW_DROP_ORDER: readonly HaltColumnId[] = ["market", "quote", "code", "company", "trade", "halted", "age"];
 
 export function buildHaltColumns(width: number): HaltColumn[] {
   const columns = fitChartTableColumns(HALT_COLUMNS, width, NARROW_DROP_ORDER);
@@ -304,7 +327,9 @@ function haltSortValue(columnId: HaltColumnId, record: HaltRecord, now: number):
     case "halted":
       return record.haltedAt;
     case "age":
-      return Math.max(0, Math.min(now, record.tradeResumeAt ?? now) - record.haltedAt);
+      return haltAgeMs(record, now);
+    case "duration":
+      return haltDurationMs(record, now);
     case "quote":
       return record.quoteResumeAt;
     case "trade":

package/src/plugins/builtin/market-halts/pane.tsx

@@ -29,6 +29,7 @@ import {
   formatEtResumption,
   formatEtTime,
   formatHaltAge,
+  formatHaltDuration,
   haltStatusColor,
   haltStatusLabel,
   nextHaltFilter,
@@ -179,6 +180,8 @@ export function MarketHaltsPane({ focused, width, height }: PaneProps) {
           text: formatEtResumption(row.tradeResumeAt, row.haltedAt),
           color: selectedColor ?? colors.textDim,
         };
+      case "duration":
+        return { text: formatHaltDuration(row, now), color: selectedColor ?? colors.textMuted };
       case "status": {
         const rowStatus = resolveHaltStatus(row, now);
         return {

package/src/plugins/builtin/market-valuation/pane.tsx

@@ -1,5 +1,6 @@
 import { useMemo } from "react";
 import {
+  DELAYED_SEGMENT,
   PaneStatusBody, type DataTableCell,
   type DataTableColumn,
   type PaneFooterSegment
@@ -140,7 +141,7 @@ export function MarketValuationPane({ focused, width, height }: PaneProps) {
     if (!selectedView) return [];
     const info: PaneFooterSegment[] = [
       { id: "as-of", parts: [{ text: `as of ${selectedView.asOf}`, tone: "muted" }] },
-      ...(width >= 80 ? [{ id: "delayed", parts: [{ text: "delayed", tone: "muted" as const }] }] : []),
+      ...(width >= 80 ? [DELAYED_SEGMENT] : []),
     ];
     if (selectedView.observationStale) {
       info.push({ id: "stale", parts: [{ text: "STALE", tone: "warning", bold: true }] });

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

@@ -1,6 +1,6 @@
 import { useCallback, useMemo, useRef, useState } from "react";
 import type { FundChange, FundMember } from "../../../api-client/members";
-import { DataTableStackView, DataTableView, DetailScrollBody, EmptyState, KeyValueRow, PaneFooterScope, PaneStatusBody, Prose, QueryBar, StatGrid,
+import { delayedFooterSegment, DataTableStackView, DataTableView, DetailScrollBody, EmptyState, KeyValueRow, PaneFooterScope, PaneStatusBody, Prose, QueryBar, StatGrid,
   isSectionedItemRow, renderSectionedRowHeader, useExternalLinkFooter, usePaneNoticeFooter, usePaneStatusFooter, usePaneTabs, useQueryBarSearch,
   type DataTableCell, type DataTableColumn, type PaneFooterSegment, type SectionedRow } from "../../../components";
 import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
@@ -49,8 +49,13 @@ function Holdings({ fund, tab, width, height, focused, active }: ViewProps & { t
     return [
       { id: "coverage", parts: [{ text: coverageText(data.aggregate, width < 60), tone: partial ? "warning" : "muted" }] },
       // A capture's status line says the quotes' date and delay too; it does not say returns are unavailable.
-      { id: "quote-date", title: `${date ?? "Quote date unavailable"} · 15m delayed · holdings ${data.asOf}`, quoteStatus: !data.quotesUnavailable,
-        parts: [{ text: data.quotesUnavailable ? "returns unavailable" : width < 60 && dates.length === 1 ? `${date!.slice(5)} delayed` : `${date ? `${date} · ` : ""}15m delayed`, tone: "muted" }] },
+      ...(data.quotesUnavailable
+        ? [{ id: "quote-date", title: `${date ?? "Quote date unavailable"} · 15m delayed · holdings ${data.asOf}`, parts: [{ text: "returns unavailable", tone: "muted" as const }] }]
+        : [
+          delayedFooterSegment({ id: "quote-delay", detail: "15m delayed", delay: "15m", quoteStatus: true }),
+          ...(date ? [{ id: "quote-date", title: `${date} · 15m delayed · holdings ${data.asOf}`, quoteStatus: true,
+            parts: [{ text: width < 60 && dates.length === 1 ? date.slice(5) : date, tone: "muted" as const }] }] : []),
+        ]),
       ...(width >= 60 ? [{ id: "holdings-date", asOf: true, parts: [{ text: `holdings ${data.asOf}`, tone: "muted" as const }] }] : []),
     ];
   }, [data, width]);