gloomberb 0.18.1 → 0.18.3

package/src/plugins/builtin/portfolio-list/summary/index.tsx

@@ -224,6 +224,15 @@ export function resolvePortfolioAccountState(
   };
 }
 
+/**
+ * What the day's move is measured from, after it, as every change line says
+ * it ("vs Fri 16 Oct close", "vs mixed closes"), so a narrow row never shows
+ * the move without it.
+ */
+function dayBasisPart(totals: Pick<PortfolioSummaryTotals, "dayChangeBasis">): PortfolioSummarySegment["parts"] {
+  return totals.dayChangeBasis ? [{ text: totals.dayChangeBasis, tone: "muted" }] : [];
+}
+
 /** Headline numbers in priority order, so the narrowest header row keeps the most important ones. */
 export function buildPortfolioSummarySegments({
   totals,
@@ -258,6 +267,7 @@ export function buildPortfolioSummarySegments({
       ? [createSummarySegment("avg-day", [
         { text: "Avg Day", tone: "label" },
         { text: formatPercentRaw(totals.avgWatchlistChange), tone: "value", color: priceColor(totals.avgWatchlistChange), bold: true },
+        ...dayBasisPart(totals),
       ])]
       : [];
   }
@@ -332,6 +342,8 @@ export function buildPortfolioSummarySegments({
     { text: "Day", tone: "label" },
     { text: money(accountMetrics.dailyPnl, true), tone: "value", color: priceColor(accountMetrics.dailyPnl), bold: true },
     { text: `(${formatPercentRaw(accountMetrics.dailyPnlPct)})`, tone: "muted", color: priceColor(accountMetrics.dailyPnlPct) },
+    // The broker's own day is from its account's close, not the quotes': it names none.
+    ...(accountMetrics.brokerDay || !Number.isFinite(accountMetrics.dailyPnl) ? [] : dayBasisPart(totals)),
   ]));
   candidates.push(createSummarySegment("pnl", [
     { text: !Number.isFinite(account?.unrealizedPnl)

package/src/plugins/builtin/portfolio-list/summary/totals.ts

@@ -3,6 +3,7 @@ import type { Portfolio, TickerRecord } from "../../../../types/ticker";
 import { convertCurrency, formatCompactAmount } from "../../../../utils/format";
 import { getCurrencySymbol } from "../../../../market-data/market/format";
 import { getActiveQuoteDisplay } from "../../../../market-data/market/status";
+import { combinedChangeBasisLabel, quoteChangeBasis, type QuoteChangeBasis } from "../../../../market-data/market/change-basis";
 import { isQuoteStaleForCurrentSession } from "../../../../market-data/quotes/freshness";
 import { headlineQuoteDisplay } from "../../../../portfolio/column-values";
 import { isManualPortfolio } from "../../../../portfolio/mutations";
@@ -45,6 +46,13 @@ export interface PortfolioSummaryTotals {
   unrealizedPnlBasis?: PortfolioPositionPnl["basis"];
   dailyPnl: number;
   dailyPnlPct: number;
+  /**
+   * What Day (or a watchlist's Avg Day) is measured from, as each holding's
+   * change line says it: "vs Fri 16 Oct close" when they agree, "vs mixed
+   * closes" when they do not (an HKEX listing beside a US one). Absent
+   * without a move.
+   */
+  dayChangeBasis?: string;
   totalCostBasis: number;
   hasPositions: boolean;
   unrealizedPnl: number;
@@ -131,6 +139,7 @@ export function calculatePortfolioSummaryTotals(
   let hasPositions = false;
   let watchlistChangeSum = 0;
   let watchlistCount = 0;
+  const dayBases: Array<QuoteChangeBasis | null> = [];
   const unavailableConversions = new Set<string>();
   let livePriced = true;
   const pricedLots: PricedPortfolioLot[] = [];
@@ -150,11 +159,12 @@ export function calculatePortfolioSummaryTotals(
     const quoteCurrency = quote?.currency || ticker.metadata.currency || "USD";
 
     if (!isPortfolio) {
-      // The CHG% column's value, so Avg Day is the mean of that column.
-      const changePercent = headlineQuoteDisplay(activeQuote, quote)?.changePercent;
+      // The CHG% column's value, so Avg Day is the mean of that column; a listing that no longer trades has none.
+      const changePercent = quote?.delisting ? undefined : headlineQuoteDisplay(activeQuote, quote)?.changePercent;
       if (changePercent != null) {
         watchlistChangeSum += changePercent;
         watchlistCount++;
+        dayBases.push(quoteChangeBasis(quote));
       }
       continue;
     }
@@ -220,9 +230,18 @@ export function calculatePortfolioSummaryTotals(
       totalMktValue += marketValue.gross;
       netMktValue += marketValue.net;
       if (activeQuote && Number.isFinite(grossPriceUnits)) {
-        const previousClose = activeQuote.change != null ? activeQuote.price - activeQuote.change : Number.NaN;
+        // A listing that no longer trades does not move: its last session's change is not today's.
+        const previousClose = quote?.delisting ? activeQuote.price
+          : activeQuote.change != null ? activeQuote.price - activeQuote.change : Number.NaN;
         totalPrevValue += toBaseQuote(grossPriceUnits * previousClose);
         signedDailyPnl += toBaseQuote(totalPriceUnits * (activeQuote.price - previousClose));
+        // The move valued: the latest print's from the daily reference, the regular close's from the session before it.
+        if (!quote?.delisting) {
+          dayBases.push(quoteChangeBasis(quote, {
+            session: valuationBasis === "regular-close" ? "regular" : "active",
+            terms: futuresTerms?.get(ticker.metadata.ticker),
+          }));
+        }
       } else {
         // A broker mark is not evidence of an unchanged day.
         signedDailyPnl = Number.NaN;
@@ -242,6 +261,7 @@ export function calculatePortfolioSummaryTotals(
   const unrealizedPnl = signedUnrealizedPnl;
   const unrealizedPnlPct = portfolioPnlPercent(unrealizedPnl, totalCostBasis) ?? Number.NaN;
   const avgWatchlistChange = watchlistCount > 0 ? watchlistChangeSum / watchlistCount : 0;
+  const dayChangeBasis = combinedChangeBasisLabel(dayBases, now);
 
   return {
     totalMktValue,
@@ -258,6 +278,7 @@ export function calculatePortfolioSummaryTotals(
       : pnlBases.size > 1 ? "mixed" : [...pnlBases][0],
     dailyPnl,
     dailyPnlPct,
+    ...(dayChangeBasis ? { dayChangeBasis } : {}),
     totalCostBasis,
     hasPositions,
     unrealizedPnl,

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

@@ -106,11 +106,11 @@ export async function fetchPowerTickerScopes(symbol: string, tab: PowerTab, cont
 }
 const key = (query: unknown, scope: string) => `${scope}:${JSON.stringify(query)}`;
 export const loadPowerBoard = (filter: PowerFilter, scope: string, force = false, signal?: AbortSignal) =>
-  loadCloudResource(powerBoardCache, key(filter, scope), () => fetchPowerBoard(filter, apiClient, signal), { force, validate: validatePowerBoard });
+  loadCloudResource(powerBoardCache, key(filter, scope), () => fetchPowerBoard(filter, apiClient, signal), { force, validate: validatePowerBoard, signal });
 export const loadPowerHistory = (filter: PowerFilter, scope: string, force = false) =>
   loadCloudResource(powerHistoryCache, key(filter, scope), () => fetchPowerHistory(filter), { force, validate: validatePowerHistory });
 export const loadPowerDetail = (id: string, scope: string, force = false, offset = 0, signal?: AbortSignal) => loadCloudResource(powerDetailCache, key({ id, offset }, scope),
   async () => { const value = validateDetail(await apiClient.getCloudPowerProject(id, { offset, limit: 100 }, signal));
     if (value.hasMore && value.nextOffset! <= offset) throw new Error("Project revision pagination did not advance.");
     if (value.project && value.project.id !== id || value.revisions.some((r) => r.id !== id)) throw new Error("Project evidence belongs to a different project.");
-    return value; }, { force, validate: validateDetail });
+    return value; }, { force, validate: validateDetail, signal });

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

@@ -2,7 +2,7 @@ import { useCallback, useEffect, useMemo, useRef } from "react";
 import type { PowerBoard, PowerFilter, PowerHistory } from "../../../api-client/power";
 import { isAccessDenied } from "../../../api-client/errors";
 import { usePlanAccess } from "../../../api-client/plan-access";
-import { Button, ChartTableHeader, DataTableStackView, EmptyState, PaneStatusBody, QueryBar, useChartTableSelection, usePagedRows, usePaneNoticeFooter, usePaneStatusFooter, usePaneTabs, useQueryBarSearch, useTableLoadMore, type DataTableCell, type PaneHint, type QueryBarFilter } from "../../../components";
+import { Button, ChartTableHeader, DataTableStackView, EmptyState, QueryBar, useChartTableSelection, usePagedRows, usePaneNoticeFooter, usePaneStatusFooter, usePaneTabs, useQueryBarSearch, useTableLoadMore, type DataTableCell, type PaneHint, type QueryBarFilter } from "../../../components";
 import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
 import { useAsyncResource, useAutoRefresh, usePaneSettingValue, usePluginAppActions, usePluginPaneState } from "../../../public/react";
 import { useThemeColors } from "../../../theme/theme-context";
@@ -97,6 +97,10 @@ function PowerView({ width, height, focused, scope, needsVerification }: PanePro
   }, [filter, scope, projectTab, snapshot]);
   const pages = usePagedRows(loader, { getId: (row) => row.id });
   const board = isAccessDenied(pages.error) || isAccessDenied(pages.moreError) ? undefined : pages.pages[0]?.payload;
+  // A tab or filter change starts its list over; the filter menus keep the last board's choices until the new one answers.
+  const lastFilters = useRef(board?.filters);
+  if (board) lastFilters.current = board.filters;
+  const filterChoices = board?.filters ?? lastFilters.current;
   const historyLoader = useCallback(async ({ offset, force }: { offset: number; force: boolean }) => {
     const result = snapshot?.history ? { payload: snapshot.history, stale: false, refreshError: null }
       : await loadPowerHistory({ ...filter, offset, limit: 500 }, scope, force);
@@ -157,7 +161,8 @@ function PowerView({ width, height, focused, scope, needsVerification }: PanePro
   const notices = [pages.moreError?.message, historyPages.moreError?.message, ...pages.pages.map((p) => p.refreshError), historyData?.refreshError,
     board && tab !== "capacity" ? powerCoverageNote(board.coverage) : null].filter((v): v is string => !!v);
   usePaneNoticeFooter({ registrationId: "power:notices", focused, notices: [...new Set(notices)], enabled: !openRow });
-  const { strip, rows: tabRows } = usePaneTabs(board ? { tabs: [...POWER_TABS], activeValue: tab, onSelect: setTab, focused, dense: true } : null);
+  const signInWall = !board && isCloudSessionRequired(error);
+  const { strip, rows: tabRows } = usePaneTabs(!signInWall ? { tabs: [...POWER_TABS], activeValue: tab, onSelect: setTab, focused, dense: true } : null);
   const baseColumns = tab === "capacity" && context === "generation" ? GENERATION_COLUMNS : tab === "capacity" && context === "utility" ? UTILITY_COLUMNS : projectTab ? PROJECT_COLUMNS : tab === "history" ? HISTORY_COLUMNS : tab === "outcomes" ? RATE_COLUMNS : tab === "utilities" ? EXPOSURE_COLUMNS : COVERAGE_COLUMNS;
   const records = useMemo(() => rows.filter(isRecord), [rows]);
   const columns = useMemo(() => withoutQuietColumns(baseColumns, records, (r, id) => r.cells[id] ?? "", QUIET_COLUMNS), [baseColumns, records]);
@@ -167,10 +172,10 @@ function PowerView({ width, height, focused, scope, needsVerification }: PanePro
   const filters: QueryBarFilter[] = [
     ...(historical && ["queue", "history", "outcomes"].includes(tab) ? [{ id: "source", label: "History", value: sourceId, defaultValue: "", options: [{ value: "", label: "All benchmarks" }, { value: "us-lbnl-annual", label: "Annual benchmark" }, { value: "us-lbnl", label: "Project benchmark" }], onChange: setSourceId }] : []),
     ...(["loads", "utilities"].includes(tab) ? [{ id: "loadClass", label: "Loads", value: loadClass, defaultValue: "", options: [{ value: "", label: "All loads" }, { value: "datacenter", label: "Datacenters" }], onChange: setLoadClass }] : []),
-    { id: "country", label: "Country", value: country, defaultValue: "", options: choices(board?.filters.countries), onChange: setCountry },
-    { id: "region", label: "Region", value: region, defaultValue: "", options: choices(board?.filters.regions), onChange: setRegion },
-    ...(!["loads", "utilities", "coverage"].includes(tab) ? [{ id: "fuel", label: "Fuel", value: fuel, defaultValue: "", options: choices(board?.filters.fuels), onChange: setFuel }] : []),
-    ...(tab !== "coverage" ? [{ id: "status", label: "Status", value: status, defaultValue: "", options: choices(board?.filters.statuses), onChange: setStatus }] : []),
+    { id: "country", label: "Country", value: country, defaultValue: "", options: choices(filterChoices?.countries), onChange: setCountry },
+    { id: "region", label: "Region", value: region, defaultValue: "", options: choices(filterChoices?.regions), onChange: setRegion },
+    ...(!["loads", "utilities", "coverage"].includes(tab) ? [{ id: "fuel", label: "Fuel", value: fuel, defaultValue: "", options: choices(filterChoices?.fuels), onChange: setFuel }] : []),
+    ...(tab !== "coverage" ? [{ id: "status", label: "Status", value: status, defaultValue: "", options: choices(filterChoices?.statuses), onChange: setStatus }] : []),
     ...(["queue", "history", "outcomes"].includes(tab) ? [{ id: "historical", label: "Benchmark", kind: "toggle" as const, value: historical, defaultValue: false, onChange: setHistorical }] : []),
     ...(tab === "capacity" ? [{ id: "context", label: "Context", value: context, options: [{ value: "capacity", label: "Capacity" }, { value: "generation", label: "Generation" }, { value: "utility", label: "Utilities" }], onChange: setContext }] : []),
   ];
@@ -206,31 +211,31 @@ function PowerView({ width, height, focused, scope, needsVerification }: PanePro
       color: column.id === "name" || column.id === "utility" || column.id === "capacityMw" || column.id === "requestedMw" ? colors.textBright
         : ["location", "asOf", "observedAt", "scope", "proposedDate", "region", "country", "kind", "role", "period"].includes(column.id) ? colors.textDim : colors.text };
   };
-  if (!board && isCloudSessionRequired(error)) return <SignInWall placement="power-signin" action="view power and interconnection data" needsVerification={needsVerification} />;
+  if (signInWall) return <SignInWall placement="power-signin" action="view power and interconnection data" needsVerification={needsVerification} />;
+  // The strip and the query bar stay through every load: a tab or filter change waits in the table's body.
   return <Box width={width} height={height} flexDirection="column">{strip}
-    <PaneStatusBody loading={!board && pages.loading} error={!board ? error : null} subject="power and interconnection data">
-      {board ? <DataTableStackView<PowerRow> columns={columns} items={items} getItemKey={rowId} focused={focused && !searchFocus.active}
-        rootWidth={width} rootHeight={bodyHeight} scrollRef={scrollRef} onBodyScrollActivity={loadMore} resetScrollKey={`${tab}:${queryKey}`}
-        selection={{ kind: "id", selectedId: selected?.id ?? null, getId: rowId, onChange: setSelectedId }}
-        onActivate={(row) => row.locked ? upgrade() : setOpenId(row.id)} detailOpen={!!openRow} onBack={() => setOpenId(null)} detailTitle={openRow?.label}
-        detailScrollRef={detailScrollRef} detailContent={openRow ? <PowerDetailView row={openRow} scope={scope} scrollRef={detailScrollRef} snapshot={!!snapshot} focused={focused} width={width} height={bodyHeight - 1} /> : null}
-        renderCell={cell} freezeFirstColumn showHorizontalScrollbar selectedTextOverridesCellColor
-        isNavigable={isRecord} renderSectionHeader={(row) => row.section ? { text: `${row.label} (${row.section.count})` } : null}
-        sortColumnId={projectTab ? sort.column ?? null : null} sortDirection={sort.direction}
-        isColumnSortable={(column) => projectTab && POWER_SORT_COLUMNS.includes(column.id)}
-        onHeaderClick={projectTab ? (column) => { if (POWER_SORT_COLUMNS.includes(column)) setSort((old) => ({ column: column as PowerFilter["sort"], direction: old.column === column && old.direction === "desc" ? "asc" : "desc" })); } : undefined}
-        rootBefore={<ChartTableHeader width={width} height={bodyHeight} tableRows={items.length} tableColumns={columns} query={query}
-          figures={projectTab && tab === "queue" && board.access === "full" ? queueFigures : undefined}
-          chart={tab === "history" ? { series, ...chartLink, formatValue: (n) => `${powerNumber(n)} MW`, loading: historyPages.loading || historyPages.hasMore && !historyPages.moreError,
-            empty: series.length ? undefined : historyPages.moreError ? "Full history could not load. Refresh to retry." : historyData?.payload.access === "preview" ? "Full history is available with Pro." : "History is accumulating from recorded snapshots.", remoteKind: "power-history" } : null} />}
-        emptyStateTitle={tab === "history" ? historyPages.error?.message ?? "No recorded history for these filters." : "No reported records match these filters."}
-        emptyContent={tickerMessage ? <Box paddingX={1} paddingY={1}>
-          <EmptyState title={tickerMessage.title} hint={tickerMessage.hint || undefined}
-            actions={tickerMessage.found.length ? tickerMessage.found.map((scope) => <Button key={`${scope.tab}:${scope.context}`} label={`Open ${scope.view}`}
-              onPress={() => { if (scope.tab === "capacity") setContext(scope.context); setTab(scope.tab); }} />) : undefined} />
-        </Box> : undefined}
-        bodyAfter={locked && desktop ? <LockedOverlay rows={Math.min(3, locked)} text="Unlock full power data with Pro" onPress={upgrade} role="power-upgrade" /> : undefined}
-      /> : null}
-    </PaneStatusBody>
+    <DataTableStackView<PowerRow> columns={columns} items={board ? items : []} getItemKey={rowId} focused={focused && !searchFocus.active}
+      status={board ? undefined : { loading: pages.loading, error, subject: "power and interconnection data" }}
+      rootWidth={width} rootHeight={bodyHeight} scrollRef={scrollRef} onBodyScrollActivity={loadMore} resetScrollKey={`${tab}:${queryKey}`}
+      selection={{ kind: "id", selectedId: selected?.id ?? null, getId: rowId, onChange: setSelectedId }}
+      onActivate={(row) => row.locked ? upgrade() : setOpenId(row.id)} detailOpen={!!openRow} onBack={() => setOpenId(null)} detailTitle={openRow?.label}
+      detailScrollRef={detailScrollRef} detailContent={openRow ? <PowerDetailView row={openRow} scope={scope} scrollRef={detailScrollRef} snapshot={!!snapshot} focused={focused} width={width} height={bodyHeight - 1} /> : null}
+      renderCell={cell} freezeFirstColumn showHorizontalScrollbar selectedTextOverridesCellColor
+      isNavigable={isRecord} renderSectionHeader={(row) => row.section ? { text: `${row.label} (${row.section.count})` } : null}
+      sortColumnId={projectTab ? sort.column ?? null : null} sortDirection={sort.direction}
+      isColumnSortable={(column) => projectTab && POWER_SORT_COLUMNS.includes(column.id)}
+      onHeaderClick={projectTab ? (column) => { if (POWER_SORT_COLUMNS.includes(column)) setSort((old) => ({ column: column as PowerFilter["sort"], direction: old.column === column && old.direction === "desc" ? "asc" : "desc" })); } : undefined}
+      rootBefore={<ChartTableHeader width={width} height={bodyHeight} tableRows={items.length} tableColumns={columns} query={query}
+        figures={projectTab && tab === "queue" && board?.access === "full" ? queueFigures : undefined}
+        chart={board && tab === "history" ? { series, ...chartLink, formatValue: (n) => `${powerNumber(n)} MW`, loading: historyPages.loading || historyPages.hasMore && !historyPages.moreError,
+          empty: series.length ? undefined : historyPages.moreError ? "Full history could not load. Refresh to retry." : historyData?.payload.access === "preview" ? "Full history is available with Pro." : "History is accumulating from recorded snapshots.", remoteKind: "power-history" } : null} />}
+      emptyStateTitle={tab === "history" ? historyPages.error?.message ?? "No recorded history for these filters." : "No reported records match these filters."}
+      emptyContent={tickerMessage ? <Box paddingX={1} paddingY={1}>
+        <EmptyState title={tickerMessage.title} hint={tickerMessage.hint || undefined}
+          actions={tickerMessage.found.length ? tickerMessage.found.map((scope) => <Button key={`${scope.tab}:${scope.context}`} label={`Open ${scope.view}`}
+            onPress={() => { if (scope.tab === "capacity") setContext(scope.context); setTab(scope.tab); }} />) : undefined} />
+      </Box> : undefined}
+      bodyAfter={locked && desktop ? <LockedOverlay rows={Math.min(3, locked)} text="Unlock full power data with Pro" onPress={upgrade} role="power-upgrade" /> : undefined}
+    />
   </Box>;
 }

package/src/plugins/builtin/primary-dealers/client.ts

@@ -2,26 +2,17 @@ import { httpFetch } from "../../../utils/http-transport";
 import { isoDateOrNull, numericOrNull, recordOrNull, textOrNull } from "../../../utils/guards";
 import {
   boardAsOf,
-  selectSeries,
-  toDealerRow,
-  type CatalogEntry,
+  buildDealerRows,
+  newestSeriesBreak,
+  sumSeries,
   type DealerRow,
-  type DealerTab,
+  type SeriesPoint,
 } from "./model";
 
-const LIST_URL = "https://markets.newyorkfed.org/api/pd/list/timeseries.json";
+const API = "https://markets.newyorkfed.org/api/pd";
 const FETCH_TIMEOUT_MS = 15_000;
-
-interface SeriesPoint {
-  asOf: string;
-  value: number;
-}
-
-interface ParsedSeries {
-  keyid: string;
-  latest: SeriesPoint | null;
-  previous: SeriesPoint | null;
-}
+/** The release is weekly; a series read is kept this long so moving through the board never asks twice. */
+const HISTORY_TTL_MS = 30 * 60_000;
 
 export interface DealerBoard {
   seriesBreak: string;
@@ -30,52 +21,57 @@ export interface DealerBoard {
   asOf: string | null;
 }
 
-function parseCatalog(payload: unknown): CatalogEntry[] {
+/** A row's weekly history: the sum of the series behind it, oldest first. */
+export interface DealerHistory {
+  rowId: string;
+  points: SeriesPoint[];
+}
+
+function timeseriesRows(payload: unknown): unknown[] {
   const root = recordOrNull(payload);
   const pd = recordOrNull(root?.pd);
-  const rows = Array.isArray(pd?.timeseries) ? pd.timeseries : Array.isArray(root?.timeseries) ? root.timeseries : [];
-  const entries: CatalogEntry[] = [];
-  for (const raw of rows) {
-    const row = recordOrNull(raw);
-    if (!row) continue;
-    const seriesBreak = textOrNull(row.seriesbreak) ?? textOrNull(row.seriesBreak);
-    const keyid = textOrNull(row.keyid) ?? textOrNull(row.keyId);
-    if (!seriesBreak || !keyid) continue;
-    entries.push({ seriesBreak, keyid, description: textOrNull(row.description) ?? "" });
-  }
-  return entries;
+  return Array.isArray(pd?.timeseries) ? pd.timeseries : Array.isArray(root?.timeseries) ? root.timeseries : [];
 }
 
-/** Latest two observations. Points may arrive oldest-last or newest-last. */
-function parseSeriesObservations(payload: unknown, fallbackKeyid = ""): ParsedSeries {
+function parseSeriesBreaks(payload: unknown): Array<{ seriesBreak: string; startDate: string }> {
   const root = recordOrNull(payload);
   const pd = recordOrNull(root?.pd);
-  const rows = Array.isArray(pd?.timeseries) ? pd.timeseries : Array.isArray(root?.timeseries) ? root.timeseries : [];
-  const points: Array<SeriesPoint & { keyid: string }> = [];
+  const rows = Array.isArray(pd?.seriesbreaks) ? pd.seriesbreaks : [];
+  const breaks: Array<{ seriesBreak: string; startDate: string }> = [];
   for (const raw of rows) {
     const row = recordOrNull(raw);
-    if (!row) continue;
-    const asOf = isoDateOrNull(row.asofdate) ?? isoDateOrNull(row.asOfDate) ?? isoDateOrNull(row.date);
-    const value = numericOrNull(row.value);
-    if (!asOf || value == null) continue;
-    points.push({
-      asOf,
-      value,
-      keyid: textOrNull(row.keyid) ?? fallbackKeyid,
-    });
+    const seriesBreak = textOrNull(row?.seriesbreak) ?? textOrNull(row?.seriesBreak);
+    const startDate = isoDateOrNull(row?.startdate) ?? isoDateOrNull(row?.startDate);
+    if (seriesBreak && startDate) breaks.push({ seriesBreak, startDate });
   }
-  points.sort((a, b) => a.asOf < b.asOf ? -1 : a.asOf > b.asOf ? 1 : 0);
-  const latest = points.length > 0 ? points[points.length - 1] ?? null : null;
-  const previous = points.length >= 2 ? points[points.length - 2] ?? null : null;
-  return {
-    keyid: latest?.keyid || fallbackKeyid,
-    latest: latest ? { asOf: latest.asOf, value: latest.value } : null,
-    previous: previous ? { asOf: previous.asOf, value: previous.value } : null,
-  };
+  return breaks;
+}
+
+/** The newest observation of every series that has a figure (the release writes `*` for a suppressed one). */
+function parseLatest(payload: unknown): Map<string, SeriesPoint> {
+  const latest = new Map<string, SeriesPoint>();
+  for (const raw of timeseriesRows(payload)) {
+    const row = recordOrNull(raw);
+    const keyid = textOrNull(row?.keyid) ?? textOrNull(row?.keyId);
+    const asOf = isoDateOrNull(row?.asofdate) ?? isoDateOrNull(row?.asOfDate);
+    const value = numericOrNull(row?.value);
+    if (!keyid || !asOf || value == null) continue;
+    const known = latest.get(keyid);
+    if (!known || asOf > known.asOf) latest.set(keyid, { asOf, value });
+  }
+  return latest;
 }
 
-function seriesUrl(seriesBreak: string, keyid: string): string {
-  return `https://markets.newyorkfed.org/api/pd/get/${encodeURIComponent(seriesBreak)}/timeseries/${encodeURIComponent(keyid)}.json`;
+/** Every observation of one series, oldest first. */
+function parseSeriesPoints(payload: unknown): SeriesPoint[] {
+  const points: SeriesPoint[] = [];
+  for (const raw of timeseriesRows(payload)) {
+    const row = recordOrNull(raw);
+    const asOf = isoDateOrNull(row?.asofdate) ?? isoDateOrNull(row?.asOfDate);
+    const value = numericOrNull(row?.value);
+    if (asOf && value != null) points.push({ asOf, value });
+  }
+  return points.sort((a, b) => (a.asOf < b.asOf ? -1 : a.asOf > b.asOf ? 1 : 0));
 }
 
 async function readJson(url: string): Promise<unknown> {
@@ -87,22 +83,101 @@ async function readJson(url: string): Promise<unknown> {
   return response.json() as Promise<unknown>;
 }
 
+/** The series break changes about every two years; one read serves the session. */
+let seriesBreakRead: Promise<string> | null = null;
+
+function currentSeriesBreak(force: boolean): Promise<string> {
+  if (!seriesBreakRead || force) {
+    const read = readJson(`${API}/list/seriesbreaks.json`).then((payload) => {
+      const seriesBreak = newestSeriesBreak(parseSeriesBreaks(payload));
+      if (!seriesBreak) throw new Error("No series break was listed.");
+      return seriesBreak;
+    });
+    seriesBreakRead = read;
+    // A failed read is not kept, so the next one asks again.
+    read.catch(() => { if (seriesBreakRead === read) seriesBreakRead = null; });
+  }
+  return seriesBreakRead;
+}
+
+/**
+ * The board in two reads: the break the release is in now, and the latest
+ * figure of every series in it together with each one's change from the week
+ * before. History is not read here; see `loadDealerHistory`.
+ */
 export async function fetchPrimaryDealers(): Promise<DealerBoard> {
-  const selected = selectSeries(parseCatalog(await readJson(LIST_URL)));
-  const jobs: Array<{ entry: CatalogEntry; tab: DealerTab }> = [
-    ...selected.positions.map((entry) => ({ entry, tab: "positions" as const })),
-    ...selected.fails.map((entry) => ({ entry, tab: "fails" as const })),
-  ];
-  if (jobs.length === 0) throw new Error("No position series were listed.");
-  const rows = (await Promise.all(jobs.map(async ({ entry, tab }) => {
-    const parsed = parseSeriesObservations(await readJson(seriesUrl(entry.seriesBreak, entry.keyid)), entry.keyid);
-    return toDealerRow(entry, parsed, tab);
-  }))).filter((row) => row.latest != null);
+  const seriesBreak = await currentSeriesBreak(false);
+  const rows = buildDealerRows(parseLatest(await readJson(`${API}/latest/${encodeURIComponent(seriesBreak)}.json`)));
   if (rows.length === 0) throw new Error("No positions were recognized.");
   return {
-    seriesBreak: selected.seriesBreak,
+    seriesBreak,
     positions: rows.filter((row) => row.tab === "positions"),
     fails: rows.filter((row) => row.tab === "fails"),
     asOf: boardAsOf(rows),
   };
 }
+
+interface SeriesRead {
+  at: number;
+  read: Promise<SeriesPoint[]>;
+  points: SeriesPoint[] | null;
+}
+
+const seriesReads = new Map<string, SeriesRead>();
+
+function seriesRead(seriesBreak: string, key: string, force: boolean): Promise<SeriesPoint[]> {
+  const id = `${seriesBreak}:${key}`;
+  const known = seriesReads.get(id);
+  if (known && !force && Date.now() - known.at < HISTORY_TTL_MS) return known.read;
+  const url = `${API}/get/${encodeURIComponent(seriesBreak)}/timeseries/${encodeURIComponent(key)}.json`;
+  const entry: SeriesRead = {
+    at: Date.now(),
+    points: null,
+    read: readJson(url).then((payload) => {
+      entry.points = parseSeriesPoints(payload);
+      return entry.points;
+    }),
+  };
+  seriesReads.set(id, entry);
+  // A failed read is not kept, so the next one asks again.
+  entry.read.catch(() => { if (seriesReads.get(id) === entry) seriesReads.delete(id); });
+  return entry.read;
+}
+
+/** A row's history, one read per series behind it, each kept for the session. */
+export async function loadDealerHistory(
+  seriesBreak: string,
+  row: Pick<DealerRow, "id" | "keys">,
+  force = false,
+): Promise<DealerHistory> {
+  const series = await Promise.all(row.keys.map((key) => seriesRead(seriesBreak, key, force)));
+  return { rowId: row.id, points: sumSeries(series) };
+}
+
+/** The points of every series behind the row when they are all in hand and fresh. */
+function heldSeries(seriesBreak: string, row: Pick<DealerRow, "keys">): SeriesPoint[][] | null {
+  const series: SeriesPoint[][] = [];
+  for (const key of row.keys) {
+    const known = seriesReads.get(`${seriesBreak}:${key}`);
+    if (!known?.points || Date.now() - known.at >= HISTORY_TTL_MS) return null;
+    series.push(known.points);
+  }
+  return series;
+}
+
+/** Whether the row's history is in hand, so a chart can follow the selection at once. */
+export function hasDealerHistory(seriesBreak: string, row: Pick<DealerRow, "keys">): boolean {
+  return heldSeries(seriesBreak, row) != null;
+}
+
+/** The history when every series behind the row is already in hand, so a chart can draw before any read. */
+export function cachedDealerHistory(seriesBreak: string, row: Pick<DealerRow, "id" | "keys">): DealerHistory | null {
+  const series = heldSeries(seriesBreak, row);
+  return series ? { rowId: row.id, points: sumSeries(series) } : null;
+}
+
+/** Forgets what was read, for a test or a refresh that must see the release again. */
+export function resetPrimaryDealersCache(): void {
+  seriesBreakRead = null;
+  seriesReads.clear();
+}

package/src/plugins/builtin/primary-dealers/headless.ts

@@ -5,19 +5,26 @@ import { formatChange, formatLevel, type DealerRow } from "./model";
 const level = (value: unknown) => typeof value === "number" ? formatLevel(value) : "—";
 const change = (value: unknown) => typeof value === "number" ? formatChange(value) : "—";
 const text = (value: unknown) => typeof value === "string" && value ? value : "—";
+const group = (value: unknown) => typeof value === "string" ? value : "";
 
 const COLUMNS: HeadlessPaneColumn[] = [
   { key: "position", header: "Position" },
+  { key: "group", header: "Group", format: group },
   { key: "asOf", header: "As of", format: text },
   { key: "latest", header: "Latest $mn", align: "right", format: level },
   { key: "previous", header: "Previous $mn", align: "right", format: level },
   { key: "change", header: "Change $mn", align: "right", format: change },
 ];
 
+/** The report's table sets a breakdown in under its total, as the pane does; the export names the total in `group` instead. */
+const TEXT_COLUMNS: HeadlessPaneColumn[] = COLUMNS.filter((column) => column.key !== "group");
+
 function reportRow(row: DealerRow) {
   return {
-    id: row.keyid,
+    id: row.id,
     position: row.label,
+    group: row.parent,
+    series: row.keys.join("+"),
     asOf: row.asOf,
     latest: row.latest,
     previous: row.previous,
@@ -25,6 +32,24 @@ function reportRow(row: DealerRow) {
   };
 }
 
+function textRow(row: DealerRow) {
+  return { ...reportRow(row), position: `${"  ".repeat(row.depth)}${row.label}` };
+}
+
+function section(title: string, rows: readonly DealerRow[]) {
+  return {
+    title,
+    columns: COLUMNS,
+    rows: rows.map(reportRow),
+    textColumns: TEXT_COLUMNS,
+    textRows: rows.map(textRow),
+    unit: "USD millions",
+    rowSymbolKey: "series",
+    rowAsOfKey: "asOf",
+    interval: "weekly",
+  };
+}
+
 export const primaryDealersHeadless: HeadlessPaneDefinition<"bundle"> = {
   shape: "bundle",
   argument: { kind: "none" },
@@ -35,8 +60,8 @@ export const primaryDealersHeadless: HeadlessPaneDefinition<"bundle"> = {
     aliases: ["PDLR"],
     dataRequirements: ["Weekly primary dealer positions and settlement fails"],
     limitations: [
-      "Treasury and mortgage-backed aggregate totals, not tenor or CUSIP buckets",
-      "Latest observation and the one before it",
+      "Net positions in Treasuries (bills, coupons by tenor, TIPS, FRN), agencies, MBS, corporates, munis and ABS; settlement fails in Treasuries, TIPS and MBS",
+      "Latest observation and the change from the week before; the weekly history is in the pane",
     ],
   },
   async load() {
@@ -44,8 +69,8 @@ export const primaryDealersHeadless: HeadlessPaneDefinition<"bundle"> = {
     return {
       complete: board.positions.length > 0,
       sections: [
-        { title: "Positions", columns: COLUMNS, rows: board.positions.map(reportRow) },
-        { title: "Fails", columns: COLUMNS, rows: board.fails.map(reportRow) },
+        section("Positions", board.positions),
+        section("Fails", board.fails),
       ],
       metadata: { asOf: board.asOf, seriesBreak: board.seriesBreak },
     };

package/src/plugins/builtin/primary-dealers/index.tsx

@@ -8,8 +8,9 @@ export const primaryDealersModule: PluginModule = {
     id: "primary-dealers-pane",
     paneId: PRIMARY_DEALERS_PANE_ID,
     label: "Primary Dealer Positions",
-    description: "Weekly net positions and settlement fails in Treasuries and mortgage-backed securities.",
-    keywords: ["primary", "dealer", "dealers", "positions", "fails", "treasury", "tips", "mbs", "pdlr"],
+    description: "Weekly net positions with history, by sector and Treasury tenor, and settlement fails.",
+    // No "muni": a muni search lands on DVD's muni funds alone (known-gaps.test.ts), not on a table of two functions.
+    keywords: ["primary", "dealer", "dealers", "positions", "fails", "treasury", "bills", "coupons", "tips", "frn", "mbs", "pdlr"],
     shortcut: { prefix: "PDLR" },
     headless: primaryDealersHeadless,
     createInstance: () => ({ placement: "floating" }),