gloomberb 0.18.1 → 0.18.3

package/src/plugins/builtin/company-kpis/pane.tsx

@@ -10,6 +10,7 @@ import { useAsyncResource, useAutoRefresh, usePaneSettingValue, usePluginAppActi
 import { usePaneTickerIdentity } from "../../../state/hooks/pane-ticker";
 import { useThemeColors } from "../../../theme/theme-context";
 import { quoteBlockStyle } from "../../../components/ui/quote";
+import { ClippedText } from "../../../components/ui/display";
 import type { PaneProps } from "../../../types/plugin";
 import { Box, Text, useRendererHost, useUiCapabilities, type ScrollBoxRenderable } from "../../../ui";
 import { SignInWall } from "../cloud/auth-actions";
@@ -20,8 +21,8 @@ import { isCloudSessionRequired, useResearchCloudSession } from "../shared/resea
 import { cachedCompanyData, loadCompanyData, KPI_UNAVAILABLE, validateCompanyData, type CompanyDataset, type CompanyMode } from "./client";
 import { useCompanyEvidence } from "./screenshot-evidence";
 import { allGuidance, allObservations, basisLabel, changeText, changeTone, companyCellText, companyColumns, dimensionLabel, directionLabel, directionTone, guideGroupKey, guidanceSeries, fiscalLabel,
-  isGuidance, exactObservation, observationValue, observationChange, observationChart, periodOrder, outcomeLabel, QUIET_COLUMNS, rangeText, seriesLabel, unitLabel, valueText, companyPreviewNote,
-  type CompanyRow } from "./model";
+  isGuidance, exactObservation, observationValue, observationChange, observationChart, periodOrder, outcomeLabel, QUIET_COLUMNS, rangeText, scopeWords, seriesDetail, seriesLabel, seriesLabels, seriesName,
+  seriesOrder, unitLabel, valueText, companyPreviewNote, type CompanyRow } from "./model";
 import { PriceSparkline } from "../../../components/price-sparkline/view";
 import type { PricePoint } from "../../../types/financials";
 import { toneColor, withoutQuietColumns } from "../shared/research-cells";
@@ -41,7 +42,7 @@ function DisclosureEvidence({ row, sourceId, onSource, width }: { row: CompanyRo
     <KeyValueRow label="Value" value={isGuidance(row) ? rangeText(row) : observationValue(row)} detail={row.currency || row.unit === "volume" || row.unit === "count" ? unitLabel(row) : undefined} labelWidth={18} />
     <KeyValueRow label="Fiscal period" value={row.period.label} detail={row.period.end ? row.period.start ? `${row.period.start} to ${row.period.end}` : `${row.period.kind === "instant" ? "As of" : "Ended"} ${row.period.end}` : "Calendar dates unavailable"} labelWidth={18} />
     <KeyValueRow label="Basis" value={basisLabel(row.basis)} labelWidth={18} />
-    <KeyValueRow label="Scope" value={dimensionLabel(row.dimensions) || "Consolidated"} labelWidth={18} />
+    <KeyValueRow label="Scope" value={(desktop ? scopeWords(seriesLabels(row)) : dimensionLabel(row.dimensions)) || "Consolidated"} labelWidth={18} />
     <KeyValueRow label="Definition" value={row.metric.definition} labelWidth={18} />
     <KeyValueRow label="Revision" value={`${row.revision}${row.current ? " · current" : " · superseded"}${!isGuidance(row) && (row.conflict || row.contested) ? " · conflicting disclosures" : ""}`} labelWidth={18} />
     {row.revisionReason ? <KeyValueRow label="Correction" value={row.revisionReason} labelWidth={18} /> : null}
@@ -99,22 +100,24 @@ function CompanyView({ symbol, exchange, name, mode, width, height, focused }: P
   const guidance = data && "guidance" in data ? data : null;
   const [openingTab] = usePaneSettingValue("tab", "table");
   const [tabValue, setTab] = usePluginPaneState<string>("company:tab", openingTab);
-  const tab = ["table", "chart", "evidence", ...(guidance ? ["history"] : [])].includes(tabValue) ? tabValue : "table";
+  const tab = ["table", "chart", "evidence", ...(mode === "guidance" ? ["history"] : [])].includes(tabValue) ? tabValue : "table";
   const [openingMetric] = usePaneSettingValue("metric", "all");
   const [metric, setMetric] = usePluginPaneState<string>("company:metric", openingMetric);
   const [plotKey, setPlotKey] = usePluginPaneState<string>("company:plot", "");
   const [selectedId, setSelected] = usePluginPaneState<string | null>(`company:selected:${tab}`, null);
   const [openId, setOpen] = usePluginPaneState<string | null>("company:open", null);
   const [sourceId, setSource] = usePluginPaneState<string | null>("company:source", null);
-  const [sort, setSort] = usePluginPaneState<{ column: string; direction: "asc" | "desc" }>("company:sort", { column: "period", direction: "desc" });
+  // The desktop lists KPIs by metric, each series named in plain words (GLO-1046); the terminal keeps its frames.
+  const [sort, setSort] = usePluginPaneState<{ column: string; direction: "asc" | "desc" }>("company:sort",
+    desktop && mode === "kpis" ? { column: "metric", direction: "asc" } : { column: "period", direction: "desc" });
   const detailScrollRef = useRef<ScrollBoxRenderable | null>(null);
   const observations = useMemo(() => kpis ? allObservations(kpis) : [], [kpis]);
   const guides = useMemo(() => guidance ? allGuidance(guidance) : [], [guidance]);
   const allRows = useMemo<CompanyRow[]>(() => [...observations, ...guides], [observations, guides]);
   const eligible = useMemo(() => allRows.filter((row) => metric === "all" || row.metricId === metric), [allRows, metric]);
   const plotOptions = useMemo(() => mode === "kpis"
-    ? [...new Map(eligible.filter((row) => !isGuidance(row)).map((row) => [`${row.seriesKey}:${row.period.kind}`, { value: `${row.seriesKey}:${row.period.kind}`, label: `${seriesLabel(row)} · ${row.period.kind}` }])).values()]
-    : [...new Map(eligible.filter(isGuidance).map((row) => [guideGroupKey(row), { value: guideGroupKey(row), label: `${seriesLabel(row)} · ${row.period.label}` }])).values()], [eligible, mode]);
+    ? [...new Map(eligible.filter((row) => !isGuidance(row)).map((row) => [`${row.seriesKey}:${row.period.kind}`, { value: `${row.seriesKey}:${row.period.kind}`, label: `${desktop ? seriesName(row) : seriesLabel(row)} · ${row.period.kind}` }])).values()]
+    : [...new Map(eligible.filter(isGuidance).map((row) => [guideGroupKey(row), { value: guideGroupKey(row), label: `${desktop ? seriesName(row) : seriesLabel(row)} · ${row.period.label}` }])).values()], [eligible, mode, desktop]);
   const activePlot = plotOptions.some((option) => option.value === plotKey) ? plotKey : plotOptions[0]?.value ?? "";
   const rows = useMemo(() => {
     const values = eligible.filter((row) => tab === "chart" ? (isGuidance(row) ? guideGroupKey(row) : `${row.seriesKey}:${row.period.kind}`) === activePlot
@@ -130,11 +133,13 @@ function CompanyView({ symbol, exchange, name, mode, width, height, focused }: P
         : sort.column === "quote" ? row.evidence[0]!.quote : sort.column === "change" ? guide ? guide.direction : observationChange(row as KpiObservation, observations).value
         : periodOrder(row);
     };
+    const direction = sort.direction === "asc" ? 1 : -1;
+    if (desktop && sort.column === "metric") return [...values].sort((a, b) => (seriesOrder(a, b) || periodOrder(b).localeCompare(periodOrder(a)) || a.id.localeCompare(b.id)) * direction);
     return [...values].sort((a, b) => { const x = key(a), y = key(b);
       return x === null || y === null ? x === y ? a.id.localeCompare(b.id) : x === null ? 1 : -1
-        : (x < y ? -1 : x > y ? 1 : a.metric.name.localeCompare(b.metric.name) || dimensionLabel(a.dimensions).localeCompare(dimensionLabel(b.dimensions)) || a.id.localeCompare(b.id)) * (sort.direction === "asc" ? 1 : -1);
+        : (x < y ? -1 : x > y ? 1 : a.metric.name.localeCompare(b.metric.name) || dimensionLabel(a.dimensions).localeCompare(dimensionLabel(b.dimensions)) || a.id.localeCompare(b.id)) * direction;
     });
-  }, [eligible, tab, activePlot, guidance, kpis, sort, observations]);
+  }, [eligible, tab, activePlot, guidance, kpis, sort, observations, desktop]);
   const selected = rows.find((row) => row.id === selectedId) ?? rows[0];
   const openRow = allRows.find((row) => row.id === openId);
   const activeRow = openRow ?? selected;
@@ -153,15 +158,16 @@ function CompanyView({ symbol, exchange, name, mode, width, height, focused }: P
     }
     return map;
   }, [kpis]);
-  const columns = useMemo(() => withoutQuietColumns(companyColumns(mode === "guidance", tab === "evidence", tab === "history", mode === "kpis" && tab === "table" && trends.size > 0 && width >= 100),
-    rows, (row, id) => id === "basis" ? basisLabel(row.basis) : id === "scope" ? dimensionLabel(row.dimensions) || "Consolidated" : "", QUIET_COLUMNS), [mode, tab, trends, rows, width]);
+  const columns = useMemo(() => withoutQuietColumns(companyColumns(mode === "guidance", tab === "evidence", tab === "history", mode === "kpis" && tab === "table" && trends.size > 0 && width >= 100, desktop),
+    rows, (row, id) => id === "basis" ? basisLabel(row.basis) : id === "scope" ? dimensionLabel(row.dimensions) || "Consolidated" : "", QUIET_COLUMNS), [mode, tab, trends, rows, width, desktop]);
   const metricOptions = useMemo(() => [{ value: "all", label: "All metrics" }, ...[...new Map(allRows.map((row) => [row.metricId, { value: row.metricId, label: row.metric.name }])).values()]], [allRows]);
   const kpiChart = useMemo(() => observationChart(rows.filter((row): row is KpiObservation => !isGuidance(row)), colors.warning), [rows, colors.warning]);
   const series = useMemo(() => tab !== "chart" ? [] : mode === "kpis" ? kpiChart.series
     : guidanceSeries(guides, selected && isGuidance(selected) ? selected : undefined, { low: colors.textMuted, high: colors.warning, actual: colors.positive }), [tab, mode, kpiChart, guides, selected, colors]);
   const link = useChartTableSelection({ rows, getId: (row) => row.id, getDate: (row) => isGuidance(row) ? new Date(row.issuedDate) : kpiChart.dates.get(row.id) ?? null,
     selectedId: selected?.id ?? null, onSelect: setSelected, focused: focused && !openRow, enabled: tab === "chart" });
-  const { strip, rows: tabRows } = usePaneTabs(data ? { tabs: [{ value: "table", label: mode === "guidance" ? "Tracker" : "Table" }, { value: "chart", label: "Chart" },
+  const signInWall = !data && isCloudSessionRequired(resource.error);
+  const { strip, rows: tabRows } = usePaneTabs(symbol && !signInWall ? { tabs: [{ value: "table", label: mode === "guidance" ? "Tracker" : "Table" }, { value: "chart", label: "Chart" },
     ...(mode === "guidance" ? [{ value: "history", label: "History" }] : []), { value: "evidence", label: "Evidence" }], activeValue: tab,
     onSelect: (value) => { setTab(value); setOpen(null); }, focused, dense: true } : null);
   useAutoRefresh(resource.updatedAt, resource.load);
@@ -185,12 +191,12 @@ function CompanyView({ symbol, exchange, name, mode, width, height, focused }: P
     data?.truncated && data.access === "full" ? "The response reached its stored-record limit. Narrow the metric or date range in a CLI or REST query." : null,
     data?.coverage.conflicts ? "Conflicting disclosures are retained in Evidence and excluded from comparable trends." : null].filter((value): value is string => !!value) });
   if (!symbol) return <EmptyState title="Select a ticker." />;
-  if (!data && isCloudSessionRequired(resource.error)) return <SignInWall placement="company-kpis-signin" action={mode === "guidance" ? "view company guidance" : "view company KPIs"} needsVerification={session.needsVerification} />;
+  if (signInWall) return <SignInWall placement="company-kpis-signin" action={mode === "guidance" ? "view company guidance" : "view company KPIs"} needsVerification={session.needsVerification} />;
   const bodyHeight = Math.max(3, height - tabRows);
   const query = <QueryBar width={width} filters={[{ id: "metric", label: "Metric", value: metric, defaultValue: "all", options: metricOptions,
     onChange: (value: string) => { setMetric(value); setSelected(null); setOpen(null); } }, ...(tab === "chart" && plotOptions.length ? [{ id: "series", label: "Series", value: activePlot,
       options: plotOptions, onChange: (value: string) => { setPlotKey(value); setSelected(null); } }] : [])]} />;
-  const renderCell = (item: Item, column: (typeof columns)[number]): DataTableCell => {
+  const renderCell = (item: Item, column: (typeof columns)[number], _index: number, state: { selected: boolean }): DataTableCell => {
     const row = item.row;
     if (!row) {
       if (isNote(item)) return { text: "" };
@@ -210,6 +216,15 @@ function CompanyView({ symbol, exchange, name, mode, width, height, focused }: P
       const change = observationChange(row as KpiObservation, observations);
       return { text: changeText(change), value: change.value, color: toneColor(changeTone(row as KpiObservation, change.value), colors) };
     }
+    if (desktop && column.id === "metric") {
+      // The series in plain words: the metric bright, what tells it apart dim. The detail starts from no width and takes
+      // what the name leaves, so it gives way first and the name is cut only when it alone does not fit.
+      const detail = seriesDetail(row);
+      return { text: detail ? `${row.metric.name}  ${detail}` : row.metric.name, content: <Box flexDirection="row" height={1} overflow="hidden" flexShrink={1} minWidth={0}>
+        <ClippedText fg={state.selected ? colors.selectedText : colors.textBright} text={row.metric.name} width={column.width} />
+        {detail ? <ClippedText fg={state.selected ? colors.selectedText : colors.textDim} lead="  " text={detail} width={column.width} flex="1 1 0%" /> : null}
+      </Box> };
+    }
     const text = companyCellText(row, column.id, observations);
     return { text, ...(column.id === "value" && !guide ? { value: exactObservation(row as KpiObservation) ? (row as KpiObservation).value : observationValue(row as KpiObservation) } : column.id === "actual" ? { value: guide?.actual?.value } : {}),
       color: column.id === "metric" ? colors.textBright : column.id === "value" || column.id === "actual" ? colors.textBright
@@ -225,7 +240,7 @@ function CompanyView({ symbol, exchange, name, mode, width, height, focused }: P
         selection={{ kind: "id", selectedId: selected?.id ?? null, getId, onChange: setSelected }}
         onActivate={(item) => item.row ? setOpen(item.row.id) : isNote(item) ? undefined : openUpgrade()} renderCell={renderCell}
         isNavigable={(item) => !isNote(item)} renderSectionHeader={(item) => "note" in item && item.note ? { text: item.note } : null} freezeFirstColumn selectedTextOverridesCellColor showHorizontalScrollbar
-        detailOpen={!!openRow} onBack={() => setOpen(null)} detailTitle={openRow ? `${openRow.metric.name} · ${fiscalLabel(openRow)}` : undefined}
+        detailOpen={!!openRow} onBack={() => setOpen(null)} detailTitle={openRow ? `${desktop ? seriesName(openRow) : openRow.metric.name} · ${fiscalLabel(openRow)}` : undefined}
         detailScrollRef={detailScrollRef} detailContent={openRow ? <DetailScrollBody ref={detailScrollRef} resetScrollKey={openRow.id}><DisclosureEvidence row={openRow} sourceId={sourceId} onSource={setSource} width={width} /></DetailScrollBody> : null}
         sortColumnId={sort.column} sortDirection={sort.direction} onHeaderClick={(column) => setSort((previous) => ({ column, direction: previous.column === column && previous.direction === "desc" ? "asc" : "desc" }))}
         resetScrollKey={`${mode}:${symbol}:${tab}:${metric}:${activePlot}`}

package/src/plugins/builtin/composite-plugins.ts

@@ -10,6 +10,7 @@ import { supplyChainModule } from "./supply-chain";
 import { awardsModule } from "./awards";
 import { cryptoBoardModule } from "./crypto-board";
 import { portfolioAnalyticsModule } from "./analytics";
+import { brokerTradingModule } from "./broker-trading";
 import { brokerManagerModule } from "./broker-manager";
 import { changelogModule } from "./changelog";
 import { connectionsModule } from "./connections";
@@ -189,9 +190,9 @@ export const brokerPlugin = composeBuiltinPlugin({
   id: "broker",
   name: "Broker",
   version: "1.0.0",
-  description: "Broker profiles, account sync, and connection status.",
+  description: "Broker profiles, account sync, order review, and trading status.",
   toggleable: true,
-  modules: [brokerManagerModule],
+  modules: [brokerManagerModule, brokerTradingModule],
 });
 
 export const globalMarketsPlugin = composeBuiltinPlugin({

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

@@ -1,6 +1,7 @@
 import type { HeadlessPaneDefinition } from "../../../types/headless";
 import type { TimeRange } from "../../../time-series/range";
 import { formatNumber, formatSignificant } from "../../../utils/format";
+import { logFailure } from "../../../utils/log-failure";
 import { mixedSessionCloseNote } from "../../../market-data/market/session-close-note";
 import { resolveHeadlessInstrument, loadHeadlessSymbols } from "../shared/headless-market-data";
 import { buildCorrelationMatrix, buildCorrelationSeries, buildGeoCorrelationSeries, pairKey, type CorrelationSeries } from "./matrix/model";
@@ -27,7 +28,7 @@ async function loadListedHistory(ctx: HeadlessPaneContext, key: string, range: T
   const { symbol, exchange } = await resolveHeadlessInstrument(ctx, key);
   const [points, quote] = await Promise.all([
     loadHistory(ctx, key, range),
-    exchange ? null : (async () => ctx.marketData.getQuote(symbol, "", ctx.refresh ? { cacheMode: "refresh" } : undefined))().catch(() => null),
+    exchange ? null : (async () => ctx.marketData.getQuote(symbol, "", ctx.refresh ? { cacheMode: "refresh" } : undefined))().catch(logFailure("correlation", "Listing exchange quote failed", null)),
   ]);
   return { exchange: exchange || quote?.listingExchangeName || quote?.exchangeName || "", points };
 }

package/src/plugins/builtin/correlation/relationship/model.ts

@@ -242,6 +242,7 @@ export function relationshipTemplateSymbols(
   try {
     return normalizeRelationshipSymbols(parseTickerListInput(raw));
   } catch {
+    // Intentional ignore: invalid template input disables creation through canCreate and creates no pane.
     return null;
   }
 }

package/src/plugins/builtin/correlation/settings.ts

@@ -34,6 +34,7 @@ function coerceStoredSymbols(value: unknown): string[] {
   try {
     return parseCorrelationSymbolsInput(text, MAX_CORRELATION_TICKERS);
   } catch {
+    // Intentional ignore: malformed legacy symbols fall back to saved text or the default preset.
     return [];
   }
 }

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

@@ -29,7 +29,7 @@ export const cotHeadless: HeadlessPaneDefinition<"bundle"> = {
   shape: "bundle",
   // Tuesday positions published the Friday after; two weeks without a new report means one was missed.
   freshness: { source: "CFTC", status: "not-a-feed", basis: "weekly report", maxAgeMinutes: 14 * 24 * 60 },
-  argument: { kind: "free-text", optional: true, placeholder: "code or root", description: "CFTC market code or verified futures root; omit for the extremes board." },
+  argument: { kind: "free-text", optional: true, placeholder: "code or name", description: "Futures root (KC), commodity name (coffee) or CFTC market code; omit for the extremes board." },
   options: [{ key: "report", type: "enum", values: [{ value: "legacy" }, { value: "disaggregated" }], defaultValue: "legacy", description: "CFTC report family." },
     { key: "traderClass", type: "enum", values: ["noncommercial", "commercial", "producer", "swap", "managed-money", "other-reportable", "nonreportable"].map((value) => ({ value })), description: "Trader class for the extremes board; defaults by report family.",
       pluginState: { pluginId: COMMODITIES_VIEW_STATE.cot, key: "class" } },

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

@@ -13,7 +13,7 @@ export const cotModule: PluginModule = {
   paneTemplates: [{ id: "cot-cot", paneId: "cot", label: "CFTC Positioning",
     description: "Weekly futures positioning, changes, historical percentiles and cross-market extremes.",
     keywords: ["cot", "cftc", "positioning", "commitments", "managed money", "net spec", "crude oil", "natural gas"],
-    shortcut: { prefix: "COT", aliases: ["CFTC"], argKind: "text" as const, argPlaceholder: "code or root", argOptional: true,
+    shortcut: { prefix: "COT", aliases: ["CFTC"], argKind: "text" as const, argPlaceholder: "code or name", argOptional: true,
       argOptions: () => COT_ROOT_OPTIONS }, headless: cotHeadless,
     createInstance: (context, options) => {
       const input = options?.arg?.trim();

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

@@ -5,7 +5,7 @@ import type { PricePoint } from "../../../types/financials";
 import { formatPriceObservation } from "../../../market-data/market/format";
 import { cleanFloat32Price } from "../../../cli/history-rows";
 import { cryptoPairCoin, isFuturesSymbol } from "../shared/crypto-pair";
-import { FUTURES_CONTRACTS, futuresBoardContract, futuresBoardContractForTicker, type FuturesContract } from "../../../market-data/futures-board";
+import { bestNameMatch, FUTURES_CONTRACTS, futuresBoardContract, futuresBoardContractForTicker, futuresContractByName, type FuturesContract } from "../../../market-data/futures-board";
 
 export const COT_CLASSES: Record<CotFamily, Array<{ value: CotClass; label: string }>> = {
   legacy: [{ value: "noncommercial", label: "Noncommercial" }, { value: "commercial", label: "Commercial" }, { value: "nonreportable", label: "Nonreportable" }],
@@ -124,25 +124,48 @@ export function cotScope(value: unknown): CotScope { return value === "all" ? "a
 const rootAlias = (input: string) => ROOTS[input === "VIX" ? "VX" : input]?.code ?? null;
 const marketCode = (input: string) => /^[0-9A-Z]{5}[0-9A-Z+]$/.test(input) ? input : null;
 /**
- * A CFTC code or root typed as an argument or stored in a pane: every alias,
- * crypto included, and every FUT board root the CFTC reports. A typed root is
- * always the future, so ZM here is soybean meal, never Zoom.
+ * The FUT board row a typed argument names, by code, symbol or commodity name
+ * as FUT reads them (CC, CC=F, cocoa), or a verified root named the same way
+ * (bitcoin, VIX, SOFR, fed funds).
+ */
+function typedMarket(value: string): { board: FuturesContract } | { root: string } | null {
+  const board = futuresBoardContract(value) ?? futuresContractByName(value);
+  if (board) return { board };
+  const root = bestNameMatch(Object.keys(ROOTS), (key) => [ROOTS[key]!.name], value);
+  return root ? { root } : null;
+}
+/**
+ * A CFTC code, root or commodity name typed as an argument or stored in a
+ * pane: every alias, crypto included, every FUT board root the CFTC reports,
+ * and the names FUT finds them by (cocoa, coffee, sugar, gold, crude). A typed
+ * root is always the future, so ZM here is soybean meal, never Zoom. A CFTC
+ * code is tried after the names, as one could be spelled with six letters
+ * (COFFEE, COPPER).
  */
 export function cotContractCode(value: unknown): string | null {
   if (typeof value !== "string") return null;
   const input = value.trim().toUpperCase().replace(/=F$/, "");
-  const board = futuresBoardContract(value);
-  return rootAlias(input) ?? (board ? boardMarketCode(board) : null) ?? marketCode(input);
+  const alias = rootAlias(input);
+  if (alias) return alias;
+  const market = typedMarket(value);
+  if (market && "root" in market) return ROOTS[market.root]!.code;
+  return (market ? boardMarketCode(market.board) : null) ?? (market ? null : marketCode(input));
 }
+/** The markets the unknown-market hint names, by the code and the word a newcomer knows them by. */
+const SUGGESTED_MARKETS: ReadonlyArray<readonly [string, string]> = [
+  ["ES", "S&P 500"], ["CL", "crude oil"], ["NG", "natural gas"], ["GC", "gold"], ["HG", "copper"],
+  ["ZC", "corn"], ["CC", "cocoa"], ["KC", "coffee"], ["SB", "sugar"], ["ZN", "10-year note"],
+];
 /**
- * What a market `cotContractCode` does not know is told: a FUT board root the
- * CFTC does not report says so; anything else gets roots and a code that work.
+ * What a market `cotContractCode` does not know is told: a FUT board row the
+ * CFTC does not report says so; anything else gets codes and names that work,
+ * softs and metals among them, and a CFTC code.
  */
 export function cotUnknownMarketMessage(value: unknown): string {
-  const board = futuresBoardContract(value);
-  if (board) return `${board.code} (${board.name}) is not reported in the CFTC COT.`;
-  const roots = ["ES", "CL", "GC", "ZN"].filter((root) => ROOTS[root]);
-  return `Unknown market "${String(value)}". Try ${roots.join(", ")} or a CFTC market code such as ${ROOTS.GC!.code}.`;
+  const market = typeof value === "string" ? typedMarket(value) : null;
+  if (market && "board" in market) return `${market.board.code} (${market.board.name}) is not reported in the CFTC COT.`;
+  const known = SUGGESTED_MARKETS.map(([code, name]) => `${code} ${name}`).join(", ");
+  return `Unknown market "${String(value)}". Try a code or name such as ${known}, or a CFTC market code such as ${ROOTS.GC!.code}.`;
 }
 /**
  * The code for the ticker under the cursor, when COT is opened without an

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

@@ -82,8 +82,8 @@ function CotBoard({ width, height, focused, family, initialCode }: PaneProps & {
   }, [data, query, scope, sort]);
   useAutoRefresh(resource.updatedAt, resource.load);
   // The class, scope and search controls live in the board's query bar, so
-  // their keys only work once the board is on screen.
-  const boardShown = !!data && !open;
+  // their keys work while it is on screen: over the board and while a class loads.
+  const boardShown = !open;
   useShortcut((event) => {
     if (!focused || open || event.targetEditable || event.ctrl || event.meta || event.alt || event.super) return;
     if (event.name === "r") { event.preventDefault(); void resource.reload(); }
@@ -99,8 +99,9 @@ function CotBoard({ width, height, focused, family, initialCode }: PaneProps & {
   usePaneNoticeFooter({ registrationId: "cot:board-notices", focused, enabled: !open, notices: data?.gaps ?? [] });
   usePaneStatusFooter({ registrationId: "cot:board", enabled: !open, loading: resource.loading, error: resource.error,
     info: data ? [{ id: "as-of", parts: [{ text: `CFTC futures only · ${data.asOf ?? "--"} · contracts`, tone: "muted" }] }] : [] });
-  if (!data && !open) return <PaneStatusBody loading={resource.loading} error={resource.error} empty={!resource.loading && !resource.error} subject="COT history" />;
+  // A class change reloads under the query bar, which stays.
   return <DataTableStackView<CotBoardRow> columns={BOARD_COLUMNS} items={rows} focused={focused && !searching}
+    status={data ? undefined : { loading: resource.loading, error: resource.error, empty: !resource.loading && !resource.error, subject: "COT history" }}
     rootWidth={width} rootHeight={height} selection={{ kind: "id", selectedId: selected, getId: (row) => row.contractCode, onChange: setSelected }}
     getItemKey={(row) => row.contractCode} onActivate={(row) => setOpen(row.contractCode)} freezeFirstColumn
     sortable sortColumnId={sort.columnId} sortDirection={sort.direction} onHeaderClick={(id) => setSort((current) => nextHeaderSort(current, id, { firstDirection: "desc" }))}

package/src/plugins/builtin/credit-boards/cdx-pane.tsx

@@ -1,5 +1,6 @@
 import { useMemo } from "react";
 import {
+  DELAYED_SEGMENT,
   ChartTableHeader,
   CompositeChart,
   MarketBoardStack,
@@ -107,7 +108,7 @@ export function CdxPane({ focused, width, height }: PaneProps) {
   const asOf = formatAsOf(payload?.asOf ?? null);
   const info = useMemo<PaneFooterSegment[]>(() => [
     ...(asOf ? [{ id: "as-of", parts: [{ text: `as of ${asOf}`, tone: "muted" as const }] }] : []),
-    ...(payload ? [{ id: "delayed", parts: [{ text: "delayed", tone: "muted" as const }] }] : []),
+    ...(payload ? [DELAYED_SEGMENT] : []),
     ...(resource.data?.stale ? [{ id: "stale", parts: [{ text: "STALE", tone: "warning" as const }] }] : []),
   ], [asOf, payload, resource.data?.stale]);
   usePaneStatusFooter({

package/src/plugins/builtin/credit-boards/sovr-pane.tsx

@@ -1,5 +1,6 @@
 import { useCallback, useMemo } from "react";
 import {
+  DELAYED_SEGMENT,
   ChartTableHeader,
   CompositeChart,
   formatBpAxis,
@@ -112,7 +113,7 @@ export function SovrPane({ focused, width, height }: PaneProps) {
   const asOf = formatAsOf(payload?.asOf ?? null);
   const info = useMemo<PaneFooterSegment[]>(() => [
     ...(asOf ? [{ id: "as-of", parts: [{ text: `as of ${asOf}`, tone: "muted" as const }] }] : []),
-    ...(payload ? [{ id: "delayed", parts: [{ text: "delayed", tone: "muted" as const }] }] : []),
+    ...(payload ? [DELAYED_SEGMENT] : []),
     ...(resource.data?.stale ? [{ id: "stale", parts: [{ text: "STALE", tone: "warning" as const }] }] : []),
   ], [asOf, payload, resource.data?.stale]);
   usePaneStatusFooter({

package/src/plugins/builtin/credit-conditions/index.tsx

@@ -1,5 +1,6 @@
 import { useCallback, useMemo } from "react";
 import {
+  DELAYED_SEGMENT,
   ChartTableHeader,
   CompositeChart,
   formatBpAxis,
@@ -115,7 +116,7 @@ export function CreditConditionsPane({ paneId, focused, width, height }: PanePro
     notices: mixedDates ? ["The indexes carry different observation dates, so the spreads are not one session."] : [],
   });
   const footerInfo = useMemo<PaneFooterSegment[]>(() => [
-    ...(rows.length > 0 ? [{ id: "delayed", parts: [{ text: "delayed", tone: "muted" as const }] }] : []),
+    ...(rows.length > 0 ? [DELAYED_SEGMENT] : []),
     ...(partial ? [{ id: "partial", parts: [{ text: `PARTIAL ${rows.length}/${series.length}`, tone: "warning" as const, bold: true }] }] : []),
     ...(stale ? [{ id: "stale", parts: [{ text: "STALE", tone: "warning" as const }] }] : []),
     ...loadingErrorFooterInfo(loading, error),

package/src/plugins/builtin/credit-documents/pane.tsx

@@ -2,7 +2,7 @@ import { useCallback, useMemo } from "react";
 import { isAccessDenied } from "../../../api-client/errors";
 import { usePlanAccess } from "../../../api-client/plan-access";
 import type { CreditDocumentsPayload, CreditHeadroom, CreditInstrument, CreditScreenPayload, CreditScreenRow } from "../../../api-client/credit-documents";
-import { ChartTableHeader, DataTableView, EmptyState, PageStackView, PaneStatusBody, QueryBar, useChartTableSelection, usePaneFooter, usePaneNoticeFooter, usePaneStatusFooter, usePaneTabs, type DataTableCell, type DataTableColumn, type PaneHint } from "../../../components";
+import { ChartTableHeader, DataTableView, EmptyState, PageStackView, QueryBar, useChartTableSelection, usePaneFooter, usePaneNoticeFooter, usePaneStatusFooter, usePaneTabs, type DataTableCell, type DataTableColumn, type PaneHint } from "../../../components";
 import { formatCompactAxis } from "../../../components/chart-table";
 import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
 import { useAsyncResource, useAutoRefresh, usePaneSettingValue, usePluginAppActions, usePluginPaneState } from "../../../public/react";
@@ -170,18 +170,19 @@ function CreditView({ symbol, width, height, focused, accessKey, needsVerificati
     return { text, value, color: column.id === columns[0]!.id ? colors.textBright : colors.text };
   };
   return <Box width={width} height={height} flexDirection="column">{strip}
-    <PaneStatusBody loading={!available && loading} error={!available && currentError !== CREDIT_UNAVAILABLE ? currentError : null}
-      empty={!available && currentError === CREDIT_UNAVAILABLE} emptyTitle={CREDIT_UNAVAILABLE} subject="credit documents">
-      {available ? <PageStackView focused={focused && !openFactId} detailOpen={!!openInstrument} onBack={() => setOpen(null)} detailTitle={openInstrument?.name}
+    <PageStackView focused={focused && !openFactId} detailOpen={!!openInstrument} onBack={() => setOpen(null)} detailTitle={openInstrument?.name}
         detailContent={openInstrument && activeSymbol ? <CreditInstrumentDetail key={`${activeSymbol}:${openInstrument.id}`} symbol={activeSymbol} instrument={openInstrument} width={width} height={bodyHeight - 1} focused={focused} accessKey={accessKey} view={view} setView={setView} covenant={activeCovenant} openId={openFactId} setOpen={setOpenFact} captured={instrumentSnapshot?.id === openInstrument.id ? instrumentSnapshot : null} pro={data?.access === "full"} onUpgrade={openUpgrade} /> : null}
-        rootContent={<DataTableView<Row> columns={columns} items={items} sortColumnId={sort.column} sortDirection={sort.direction} onHeaderClick={(column) => setSort((current) => ({column,direction:current.column === column && current.direction === "asc" ? "desc" : "asc"}))} focused={focused && !openInstrument} rootWidth={width} rootHeight={bodyHeight} rootBefore={rootBefore}
+        rootContent={<DataTableView<Row> columns={columns} items={available ? items : []}
+          // The Screen tab and its thresholds load under the query bar, which stays.
+          status={available ? undefined : { loading, error: currentError !== CREDIT_UNAVAILABLE ? currentError : null,
+            empty: currentError === CREDIT_UNAVAILABLE, emptyTitle: CREDIT_UNAVAILABLE, subject: "credit documents" }}
+          sortColumnId={sort.column} sortDirection={sort.direction} onHeaderClick={(column) => setSort((current) => ({column,direction:current.column === column && current.direction === "asc" ? "desc" : "asc"}))} focused={focused && !openInstrument} rootWidth={width} rootHeight={bodyHeight} rootBefore={rootBefore}
           getItemKey={rowId} selection={{ kind: "id", selectedId: selected?.id ?? null, getId: rowId, onChange: setSelected }}
           onActivate={(row) => row.locked ? openUpgrade() : setOpen(row.screen ? row.id : row.instrumentId ?? null)}
           renderCell={renderCell}
           emptyStateTitle={tab === "screen" ? "No supported credit signals match these thresholds." : tab === "covenants" ? "No financial maintenance covenants documented." : tab === "maturities" ? "No supported instrument maturity amounts." : CREDIT_UNAVAILABLE}
           emptyStateHint={tab === "screen" && (headroom < 100 || months < 36) ? "Raise either threshold to widen the screen." : undefined}
           selectedTextOverridesCellColor showHorizontalScrollbar freezeFirstColumn resetScrollKey={`${symbol}:${tab}:${selectedCurrency}`}
-          bodyAfter={locked > 0 && desktop ? <LockedOverlay rows={Math.min(3, locked)} text={lockedText} onPress={openUpgrade} /> : undefined} />} /> : null}
-    </PaneStatusBody>
+          bodyAfter={locked > 0 && desktop ? <LockedOverlay rows={Math.min(3, locked)} text={lockedText} onPress={openUpgrade} /> : undefined} />} />
   </Box>;
 }

package/src/plugins/builtin/crypto-board/client.ts

@@ -84,7 +84,34 @@ function withValidStablecoinFields(asset: CryptoMarketAsset): CryptoMarketAsset
   return { ...asset, ...(peg ? { peg: null } : {}), ...(range ? { range24h: null } : {}) };
 }
 
-export function validateCryptoMarkets(data: CryptoMarketsPayload): CryptoMarketsPayload {
+const DAY_MS = 86_400_000;
+/** How many UTC days old a coin's latest daily close may be for its previous close to stand, as Gloom Cloud judges a coin quote's. */
+const PREVIOUS_CLOSE_MAX_AGE_DAYS = 2;
+
+/**
+ * A coin of a board from before Gloom Cloud measured its moves since 00:00
+ * UTC (a server not yet updated, a copy cached from one), whose change runs
+ * over the screener's 24 hours: moved from its previous close instead, the
+ * close of its last UTC day while its daily closes reach the last two days.
+ * Otherwise that close may be weeks old (Toncoin on 18 Oct 2026), and the
+ * coin has no move.
+ */
+function onUtcDayBasis(asset: CryptoMarketAsset, now: number): CryptoMarketAsset {
+  const history = asset.history;
+  const last = history?.closes.findLastIndex((close) => close != null) ?? -1;
+  const lastDay = history && last >= 0 ? Date.parse(`${history.start}T00:00:00Z`) / DAY_MS + last : null;
+  const holds = lastDay != null && asset.previousClose != null && asset.previousClose > 0
+    && Math.floor(now / DAY_MS) - lastDay <= PREVIOUS_CLOSE_MAX_AGE_DAYS;
+  const change = holds ? asset.price - asset.previousClose! : null;
+  return {
+    ...asset,
+    previousClose: holds ? asset.previousClose : null,
+    change,
+    changePercent: change != null ? (change / asset.previousClose!) * 100 : null,
+  };
+}
+
+export function validateCryptoMarkets(data: CryptoMarketsPayload, now = Date.now()): CryptoMarketsPayload {
   if (
     !data
     || data.version !== 1
@@ -103,7 +130,11 @@ export function validateCryptoMarkets(data: CryptoMarketsPayload): CryptoMarkets
   ) {
     throw new Error("The server returned an invalid crypto board");
   }
-  const assets = data.assets.map(withValidStablecoinFields);
+  const legacy = data.dayChangeBasis !== "utc-day";
+  const assets = data.assets.map((asset) => {
+    const valid = withValidStablecoinFields(asset);
+    return legacy ? onUtcDayBasis(valid, now) : valid;
+  });
   return assets.every((asset, index) => asset === data.assets[index]) ? data : { ...data, assets };
 }
 

package/src/plugins/builtin/crypto-board/headless.ts

@@ -7,6 +7,7 @@ import { fetchCryptoMarkets, fetchStablecoinSupply } from "./client";
 import {
   buildCryptoRows,
   CRYPTO_BOARD_FRESHNESS,
+  CRYPTO_CHANGE_BASIS_LABEL,
   formatCryptoPercent,
   formatDayRangeTime,
   formatOffPeg,
@@ -30,7 +31,9 @@ const COIN_COLUMNS: HeadlessPaneColumn[] = [
   { key: "code", header: "Coin" },
   { key: "name", header: "Name" },
   { key: "price", header: "Price", align: "right", format: (_value, row) => String(row.priceText ?? "—") },
-  { key: "changePercent", header: "Chg %", align: "right", format: percent },
+  // Since 00:00 UTC, the day `quote` gives a coin (CRYPTO_CHANGE_BASIS_LABEL): the text says so, as the pane's
+  // CHG% UTC does, and an export keeps the header it has always had.
+  { key: "changePercent", header: "Chg %", textHeader: "Chg % UTC", align: "right", format: percent },
   { key: "return7d", header: "7D %", align: "right", format: percent },
   { key: "return30d", header: "30D %", align: "right", format: percent },
   { key: "return1y", header: "1Y %", align: "right", format: percent },
@@ -167,7 +170,7 @@ export const cryptoBoardHeadless: HeadlessPaneDefinition<"rows"> = {
         pegType: row.pegType,
       } : {}),
     }));
-    const metadata = { list: kind, status: data.status, asOf: data.asOf, generatedAt: data.generatedAt };
+    const metadata = { list: kind, status: data.status, asOf: data.asOf, generatedAt: data.generatedAt, changeBasis: CRYPTO_CHANGE_BASIS_LABEL };
     if (kind !== "stablecoin") return { rows, errors: data.warnings, metadata };
     const summary = supply ? supplySummaryLine(supply) : null;
     const history = supply ? supplyHistoryTable(supply) : null;

package/src/plugins/builtin/crypto-board/model.ts

@@ -57,6 +57,11 @@ export interface CryptoRow extends CryptoRowSupply {
   price: number;
   /** The price as the board prints it. */
   priceText: string;
+  /**
+   * The move since 00:00 UTC, from the previous UTC day's close, as `quote`
+   * measures a coin (CRYPTO_CHANGE_BASIS_LABEL); null when the coin has no
+   * such close to measure from.
+   */
   changePercent: number | null;
   return7d: number | null;
   return30d: number | null;
@@ -100,9 +105,28 @@ function closeDaysAgo(asset: CryptoMarketAsset, days: number, now: number): numb
   return isFiniteNumber(close) && close > 0 ? close : null;
 }
 
-const percentChange = (price: number, reference: number | null) =>
+const percentChange = (price: number, reference: number | null | undefined) =>
   reference != null && reference > 0 ? (price / reference - 1) * 100 : null;
 
+/** What the board's day change is measured from, as `quote` labels a coin's: its header says it (CHG% UTC). */
+export const CRYPTO_CHANGE_BASIS_LABEL = "since 00:00 UTC";
+
+/**
+ * A coin's move since 00:00 UTC, the basis `quote` gives a coin: its live
+ * quote's while that quote is measured from the previous close, otherwise the
+ * board's, which Gloom Cloud measures the same way (with a live price, from
+ * the board's previous close). A coin either says moves over 24 hours, or not
+ * at all, has none here, so the column never mixes the two.
+ */
+function utcDayChangePercent(asset: CryptoMarketAsset, quote: Quote | null, price: number): number | null {
+  if (quote && quote.changeBasis == null) {
+    if (isFiniteNumber(quote.changePercent)) return quote.changePercent;
+    if (positive(quote.previousClose)) return percentChange(price, quote.previousClose);
+  }
+  if (asset.changeBasis != null) return null;
+  return quote ? percentChange(price, asset.previousClose) : asset.changePercent;
+}
+
 /** A live quote replaces the board's snapshot once it is at least as new. */
 function liveQuote(
   asset: CryptoMarketAsset,
@@ -134,11 +158,7 @@ function buildCryptoRow(
   now = Date.now(),
 ): CryptoRow {
   const price = quote?.price ?? asset.price;
-  const changePercent = quote && isFiniteNumber(quote.changePercent)
-    ? quote.changePercent
-    : quote
-      ? percentChange(price, asset.previousClose)
-      : asset.changePercent;
+  const changePercent = utcDayChangePercent(asset, quote, price);
   // Supply moves slowly; the price is what makes market cap live. Scaling the
   // reported cap keeps the source's supply basis and the board's ranking.
   const marketCap = isFiniteNumber(asset.marketCap)
@@ -389,7 +409,7 @@ const COLUMN_SPECS: CryptoColumnSpec[] = [
   { id: "code", label: "COIN", width: 7, align: "left" },
   { id: "name", label: "NAME", width: 10, align: "left", optional: 1 },
   { id: "price", label: "PRICE", width: 13, align: "right" },
-  { id: "changePercent", label: "CHG%", width: 8, align: "right" },
+  { id: "changePercent", label: "CHG% UTC", title: "Change since 00:00 UTC", width: 8, align: "right" },
   { id: "return7d", label: "7D%", width: 8, align: "right" },
   { id: "return30d", label: "30D%", width: 8, align: "right", optional: 3 },
   { id: "return1y", label: "1Y%", width: 10, align: "right", optional: 5 },
@@ -415,7 +435,7 @@ const STABLECOIN_COLUMN_SPECS: CryptoColumnSpec[] = [
   { id: "low24hAt", label: "LOW UTC", width: 9, align: "left" },
   { id: "high24h", label: "24H HIGH", width: 8, align: "right", optional: 1 },
   { id: "high24hAt", label: "HIGH UTC", width: 9, align: "left", optional: 2 },
-  { id: "changePercent", label: "CHG%", width: 8, align: "right", optional: 5 },
+  { id: "changePercent", label: "CHG% UTC", title: "Change since 00:00 UTC", width: 8, align: "right", optional: 5 },
   { id: "return7d", label: "7D%", width: 8, align: "right", optional: 6 },
   { id: "return30d", label: "30D%", width: 8, align: "right", optional: 8 },
   { id: "return1y", label: "1Y%", width: 10, align: "right", optional: 9 },

package/src/plugins/builtin/debt-maturities/pane.tsx

@@ -410,8 +410,9 @@ export function DebtMaturitiesPane({ width, height, focused }: PaneProps) {
   const detailOpen =
     tab === "maturities" ? !!openBucketRow : tab === "history" && !!openHistoryRow;
   const tabsFocused = focused && !detailOpen;
+  const signInWall = !data && isCloudSessionRequired(resource.error);
   const { strip: tabStrip, rows: tabRows } = usePaneTabs(
-    latest
+    symbol && !signInWall
       ? { tabs: TABS, activeValue: tab, onSelect: setTab, focused: tabsFocused, dense: true }
       : null,
   );
@@ -522,7 +523,7 @@ export function DebtMaturitiesPane({ width, height, focused }: PaneProps) {
         message="Select a ticker to view debt maturities."
       />
     );
-  if (!data && isCloudSessionRequired(resource.error))
+  if (signInWall)
     return (
       <SignInWall
         placement="debt-maturities-signin"
@@ -532,6 +533,7 @@ export function DebtMaturitiesPane({ width, height, focused }: PaneProps) {
     );
   return (
     <Box width={width} height={height} flexDirection="column">
+      {tabStrip}
       <PaneStatusBody
         loading={resource.loading && !data}
         error={!data ? resource.error : null}
@@ -542,7 +544,6 @@ export function DebtMaturitiesPane({ width, height, focused }: PaneProps) {
       >
         {latest ? (
           <>
-            {tabStrip}
             {tab === "filing" ? (
               <FilingDetail latest={latest} quarter={quarter} width={width} height={bodyHeight} />
             ) : tab === "maturities" ? (