gloomberb 0.18.2 → 0.18.4

package/src/plugins/builtin/short-interest/publications-headless.ts

@@ -0,0 +1,29 @@
+import type { HeadlessPaneDefinition } from "../../../types/plugin";
+import { fetchPublication, type PublicationKind } from "./publications-client";
+import { publicationReportColumns, publicationRows } from "./publications-model";
+
+export function publicationHeadless(kind: PublicationKind): HeadlessPaneDefinition<"bundle"> {
+  const fails = kind === "ftd";
+  const subject = fails ? "Fails to deliver" : "Weekly ATS / non-ATS volume";
+  return {
+    shape: "bundle", options: [],
+    argument: { kind: "ticker", description: "US equity ticker.", placeholder: "ticker" },
+    usListingsOnly: fails ? "SEC fails to deliver" : "FINRA weekly off-exchange volume",
+    freshness: { source: fails ? "SEC" : "FINRA", status: "not-a-feed", basis: fails ? "settlement-date outstanding fails" : "published off-exchange volume",
+      schedule: fails ? "published twice monthly" : "published weekly with a delay", observedKey: "date", oldest: null },
+    discovery: {
+      aliases: fails ? ["FTD", "fails to deliver", "fails-to-deliver"] : ["ATS", "dark pool", "dark pools", "non-ATS", "OTC transparency"],
+      dataRequirements: [fails ? "SEC settlement fails" : "FINRA weekly off-exchange volume"],
+      limitations: fails ? ["Outstanding fails on each settlement date; never add them across dates.", "Multiple CUSIPs remain separate. An absent record does not establish zero fails."]
+        : ["ATS share divides ATS shares by published ATS plus non-ATS shares, not total market volume.", "Missing categories stay blank; published off-exchange volume is not short volume.", "FINRA publishes weeks with a delay, which varies by security tier."],
+    },
+    describe: (args) => `${subject} | ${args.symbols[0]}`,
+    async load(args, ctx) {
+      const data = await fetchPublication(args.symbols[0]!, kind, ctx.apiClient);
+      return { complete: data.status === "available", errors: data.warnings,
+        sections: [{ title: subject, columns: publicationReportColumns(kind), rows: publicationRows(data) }],
+        metadata: { symbol: data.symbol, asOf: data.asOf, sourceAsOf: data.sourceAsOf, loadedAt: data.loadedAt, source: data.source, coverage: data.coverage },
+      };
+    },
+  };
+}

package/src/plugins/builtin/short-interest/publications-model.ts

@@ -0,0 +1,50 @@
+import type { DataTableColumn } from "../../../components";
+import type { HeadlessPaneColumn } from "../../../types/plugin";
+import type { PublicationKind, PublicationPayload } from "./publications-client";
+import { formatCompact } from "../../../utils/format";
+
+export interface PublicationRow {
+  id: string;
+  date: string;
+  sourceUrl: string;
+  [key: string]: string | number | null;
+}
+export interface PublicationColumn extends DataTableColumn {
+  detailLabel: string;
+  format?: (value: string | number | null) => string;
+}
+const shares = (value: string | number | null) => value == null ? "--" : formatCompact(Number(value), { fixedDecimals: true });
+const percentage = (value: string | number | null) => value == null ? "--" : `${Number(value).toFixed(2)}%`;
+const price = (value: string | number | null) => value == null ? "--" : `$${Number(value).toFixed(2)}`;
+const FTD_COLUMNS: PublicationColumn[] = [
+  { id: "date", label: "SETTLEMENT", detailLabel: "Settlement date", width: 12, align: "left" },
+  { id: "quantity", label: "FAIL SHARES", detailLabel: "Outstanding fail shares", width: 14, align: "right", format: shares },
+  { id: "cusip", label: "CUSIP", detailLabel: "CUSIP", width: 11, align: "left" },
+  { id: "price", label: "PRICE (USD)", detailLabel: "Reported price (USD)", width: 13, align: "right", format: price },
+  { id: "description", label: "SECURITY", detailLabel: "Security", width: 20, flexGrow: 1, align: "left" },
+];
+const ATS_COLUMNS: PublicationColumn[] = [
+  { id: "date", label: "WEEK OF", detailLabel: "Week starting", width: 12, align: "left" },
+  { id: "atsShares", label: "ATS SHARES", detailLabel: "ATS shares", width: 14, align: "right", format: shares },
+  { id: "nonAtsShares", label: "NON-ATS SHARES", detailLabel: "Non-ATS shares", width: 16, align: "right", format: shares },
+  { id: "atsSharePercent", label: "ATS %", title: "ATS shares / published ATS plus non-ATS shares (%)", detailLabel: "ATS %", width: 14, align: "right", format: percentage },
+  { id: "totalShares", label: "TOTAL SHARES", detailLabel: "Total off-exchange shares", width: 14, align: "right", format: shares },
+  { id: "atsTrades", label: "ATS TRADES", detailLabel: "ATS trades", width: 14, align: "right", format: shares },
+  { id: "nonAtsTrades", label: "NON-ATS TRADES", detailLabel: "Non-ATS trades", width: 16, align: "right", format: shares },
+];
+export const publicationColumns = (kind: PublicationKind) => kind === "ftd" ? FTD_COLUMNS : ATS_COLUMNS;
+export function publicationRows(data: PublicationPayload): PublicationRow[] {
+  return data.history.toReversed().map((row) => "cusip" in row
+    ? { ...row, id: `${row.date}:${row.cusip}` }
+    : { ...row, id: row.weekStart, date: row.weekStart });
+}
+export const publicationCell = (column: PublicationColumn, value: string | number | null) =>
+  column.format ? column.format(value) : String(value ?? "--");
+/** Reports retain exact quantities; compact display values are never the exported data. */
+export function publicationReportColumns(kind: PublicationKind): HeadlessPaneColumn[] {
+  return publicationColumns(kind).map((column) => ({
+    key: column.id, header: column.detailLabel, align: column.align,
+    ...(column.id === "atsSharePercent" ? { format: (value: unknown) => percentage(value as number | null) } : {}),
+  }));
+
+}

package/src/plugins/builtin/short-interest/publications-pane.tsx

@@ -0,0 +1,66 @@
+import { useCallback, useMemo } from "react";
+import { DataTableStackView, EmptyState, PaneStatusBody, usePaneNoticeFooter, usePaneStatusLinkFooter, type DataTableCell } from "../../../components";
+import { DetailReader } from "../../../components/reader/detail-reader";
+import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
+import { useAsyncResource, useAutoRefresh, usePluginPaneState, useUpdatedAgo } from "../../../public/react";
+import { colors } from "../../../theme/colors";
+import { usePaneTickerIdentity } from "../../../state/hooks/pane-ticker";
+import type { PaneProps } from "../../../types/plugin";
+import { isKnownNonUsEquityTicker } from "../../../utils/sec";
+import { listingIdentity } from "../shared/ticker-request";
+import { cachedPublication, loadPublication, type PublicationKind } from "./publications-client";
+import { publicationCell, publicationColumns, publicationRows, type PublicationColumn, type PublicationRow } from "./publications-model";
+
+function renderCell(row: PublicationRow, column: PublicationColumn, _index: number, state: { selected: boolean }): DataTableCell {
+  const value = row[column.id] ?? null;
+  return { text: publicationCell(column, value), value, color: state.selected ? colors.selectedText : value === null ? colors.textMuted : colors.text };
+}
+export function ShortSidePublicationPane({ kind, width, height, focused }: Pick<PaneProps, "width" | "height" | "focused"> & { kind: PublicationKind }) {
+  const { ticker } = usePaneTickerIdentity();
+  const symbol = listingIdentity(ticker?.metadata.ticker)?.symbol ?? null;
+  const foreign = !!ticker && isKnownNonUsEquityTicker(ticker);
+  const subject = kind === "ftd" ? "fails to deliver" : "weekly off-exchange volume";
+  const loader = useCallback((force: boolean) => loadPublication(symbol!, kind, force), [symbol, kind]);
+  const resource = useAsyncResource(symbol && !foreign ? loader : null, {
+    initialData: () => symbol && !foreign ? cachedPublication(symbol, kind) : null,
+  });
+  const data = resource.data?.payload;
+  const rows = useMemo(() => data ? publicationRows(data) : [], [data]);
+  const columns = publicationColumns(kind);
+  const [selectedId, setSelectedId] = usePluginPaneState<string | null>(`${kind}:selected`, null);
+  const [openId, setOpenId] = usePluginPaneState<string | null>(`${kind}:open`, null);
+  const rowKey = (row: PublicationRow) => `${symbol}:${row.id}`;
+  const selectedIndex = Math.max(0, rows.findIndex((row) => rowKey(row) === selectedId));
+  const openRow = rows.find((row) => rowKey(row) === openId);
+  const selected = openRow ?? rows[selectedIndex];
+  const updatedAgo = useUpdatedAgo(resource.updatedAt);
+  useAutoRefresh(resource.updatedAt, resource.load);
+  usePaneRefreshKey(() => void resource.reload(), { focused });
+  usePaneNoticeFooter({ registrationId: `${kind}:notices`, focused,
+    notices: [...(data?.warnings ?? []), ...(resource.data?.refreshError ? [resource.data.refreshError] : [])] });
+  usePaneStatusLinkFooter({ registrationId: kind, focused, loading: resource.loading, error: resource.error,
+    url: selected?.sourceUrl ?? data?.source.url ?? null, showOpenHint: true,
+    info: data && updatedAgo ? [{ id: "updated", parts: [{ text: updatedAgo, tone: "muted" as const }] }] : [],
+    stale: !!data && resource.data?.stale,
+  });
+  if (!symbol) return <EmptyState title="No ticker selected." message={`Select a US stock to view ${subject}.`} />;
+  if (foreign) return <EmptyState title="US listings only." message={`Select a US stock to view ${subject}.`} />;
+  return <PaneStatusBody loading={resource.loading && !data} error={!data ? resource.error : null} subject={subject}
+    empty={!resource.loading && !resource.error && !!data && !rows.length} emptyTitle={`No published ${subject} for this stock.`}>
+    {data ? <DataTableStackView<PublicationRow, PublicationColumn>
+      focused={focused} rootWidth={width} rootHeight={height} columns={columns} items={rows} freezeFirstColumn
+      sortColumnId={null} sortDirection="desc" emptyStateTitle={`No published ${subject} for this stock.`}
+      getItemKey={rowKey} renderCell={renderCell} resetScrollKey={`${kind}:${symbol}`}
+      selection={{ kind: "index", selectedIndex: rows.length ? selectedIndex : -1, onChange: (index) => setSelectedId(rows[index] ? rowKey(rows[index]!) : null) }}
+      onActivate={(row) => setOpenId(rowKey(row))} detailOpen={!!openRow} onBack={() => setOpenId(null)}
+      detailTitle={openRow ? kind === "ftd" ? `${openRow.date} · ${openRow.cusip}` : `Week of ${openRow.date}` : undefined}
+      detailContent={openRow ? <DetailReader width={width} resetScrollKey={rowKey(openRow)} facts={[
+        ...columns.filter((column) => column.id !== "date" && column.id !== "cusip").map((column) => ({ label: column.detailLabel,
+          value: openRow[column.id] == null ? "Not published" : typeof openRow[column.id] === "number" && column.id !== "atsSharePercent" && column.id !== "price"
+            ? Number(openRow[column.id]).toLocaleString("en-US", { maximumFractionDigits: 6 }) : publicationCell(column, openRow[column.id] ?? null) })),
+        { label: "Published through", value: data.sourceAsOf ?? "--" },
+        { label: "Retrieved", value: data.loadedAt?.replace("T", " ").replace(/\.\d+Z$/, " UTC") ?? "--" },
+      ]} /> : null}
+    /> : null}
+  </PaneStatusBody>;
+}

package/src/plugins/builtin/short-interest/schedule.ts

@@ -1,3 +1,4 @@
+import type { PaneFooterSegment } from "../../../components";
 import { getPublishedUsEquityCalendarDay } from "../../../market-data/published-us-sessions";
 
 /**
@@ -100,8 +101,40 @@ export function shortInterestScheduleText(schedule: ShortInterestSchedule): stri
   return `published ${day(schedule.published)}, next settlement ${day(schedule.nextSettlement)}, published ${day(schedule.nextPublished)}`;
 }
 
+/**
+ * The schedule in fewer words, for a line too narrow for all of it: `published
+ * Fri 9 Oct, next Mon 26 Oct`, then `published Fri 9 Oct`. When the figures
+ * were published goes last.
+ */
+function shortInterestScheduleVariants(schedule: ShortInterestSchedule): string[] {
+  const day = (date: string) => dayText(date, schedule.settlement);
+  return [`published ${day(schedule.published)}, next ${day(schedule.nextPublished)}`, `published ${day(schedule.published)}`];
+}
+
+/** When FINRA published a settlement (`YYYY-MM-DD`), by the schedule rule; null for a date that is not one. */
+export function shortInterestPublished(settlement: string): string | null {
+  return shortInterestSchedule(settlement)?.published ?? null;
+}
+
 /** The report's freshness for the newest settlement it shows; nothing when no settlement is dated. */
-export function shortInterestFreshness(latestSettlement: string | null | undefined): { schedule: string; publishedAt: string } | undefined {
+export function shortInterestFreshness(
+  latestSettlement: string | null | undefined,
+): { schedule: string; scheduleVariants: string[]; publishedAt: string } | undefined {
   const schedule = latestSettlement ? shortInterestSchedule(latestSettlement) : null;
-  return schedule ? { schedule: shortInterestScheduleText(schedule), publishedAt: schedule.published } : undefined;
+  return schedule
+    ? { schedule: shortInterestScheduleText(schedule), scheduleVariants: shortInterestScheduleVariants(schedule), publishedAt: schedule.published }
+    : undefined;
+}
+
+/**
+ * The footer segment SI and SIW date their figures with: when the newest
+ * settlement shown was published and when the next is due, the line `fn` and
+ * `shot` carry after the settlement date, shortening as the footer narrows.
+ * A capture draws its own status line in its place.
+ */
+export function shortInterestPublicationSegments(latestSettlement: string | null | undefined): PaneFooterSegment[] {
+  const freshness = shortInterestFreshness(latestSettlement);
+  if (!freshness) return [];
+  const [line, ...shorter] = [freshness.schedule, ...freshness.scheduleVariants].map((text) => [{ text, tone: "muted" as const }]);
+  return [{ id: "short-interest-publication", asOf: true, parts: line!, variants: shorter }];
 }

package/src/plugins/builtin/short-interest/surface.tsx

@@ -5,25 +5,31 @@ import type { PaneProps } from "../../../types/plugin";
 import { useCommandTab } from "../shared/command-tab";
 import { ShortVolumePane } from "../short-volume/pane";
 import { ShortInterestView } from "./pane";
+import { ShortSidePublicationPane } from "./publications-pane";
 
-const TABS = [{ value: "interest", label: "Interest" }, { value: "volume", label: "Daily volume" }];
+type ShortSideTab = "interest" | "volume" | "ftd" | "ats";
+const TABS: { value: ShortSideTab; label: string }[] = [{ value: "interest", label: "Interest" }, { value: "volume", label: "Daily volume" },
+  { value: "ftd", label: "Fails to deliver" }, { value: "ats", label: "Weekly ATS/OTC" }];
 export function ShortInterestSurface({ nested = false, ...props }: Pick<PaneProps, "width" | "height" | "focused"> & {
   /** Inside Ticker Research, whose own tab strip keeps h/l and the arrows. */
   nested?: boolean;
 }) {
-  const [tab, setTab] = useCommandTab("short-interest", "short-interest:tab", ["interest", "volume"], "interest");
+  const [tab, setTab] = useCommandTab("short-interest", "short-interest:tab", ["interest", "volume", "ftd", "ats"], "interest");
   const [mounted, setMounted] = useState<Set<string>>(() => new Set([tab]));
   useEffect(() => { setMounted((current) => current.has(tab) ? current : new Set([...current, tab])); }, [tab]);
   // Nested in Ticker Research the title bar belongs to the research tabs, so
   // the desktop switches views from the query bar and the terminal strip
   // leaves h/l to the research tabs.
   const { strip: tabStrip, rows: tabRows } = usePaneTabs({
-    tabs: TABS, activeValue: tab, onSelect: (value) => setTab(value === "volume" ? "volume" : "interest"), focused: props.focused, keyboardNavigation: !nested, dense: true, queryBarWidth: props.width,
+    tabs: TABS, activeValue: tab, onSelect: (value) => {
+      const next = TABS.find((item) => item.value === value);
+      if (next) setTab(next.value);
+    }, focused: props.focused, keyboardNavigation: !nested, dense: true, queryBarWidth: props.width,
   });
   // The strip answers h/l only where it is the pane's own strip; `v` switches
   // views everywhere, including under Ticker Research's strip.
   usePaneFooter("short-interest:view", () => ({
-    hints: [{ id: "view", key: "v", label: "iew", onPress: () => setTab(tab === "interest" ? "volume" : "interest") }],
+    hints: [{ id: "view", key: "v", label: "iew", onPress: () => setTab(TABS[(TABS.findIndex(({ value }) => value === tab) + 1) % TABS.length]!.value) }],
   }), [setTab, tab]);
   const height = Math.max(1, props.height - tabRows);
   return <Box width={props.width} height={props.height} flexDirection="column">
@@ -31,6 +37,7 @@ export function ShortInterestSurface({ nested = false, ...props }: Pick<PaneProp
     {TABS.map(({ value }) => mounted.has(value) || value === tab ? <Box key={value} visible={value === tab} height={height} flexGrow={1} flexBasis={0} overflow="hidden">
       <PaneFooterScope active={value === tab}>
         {value === "volume" ? <ShortVolumePane {...props} height={height} focused={props.focused && value === tab} />
+          : value === "ftd" || value === "ats" ? <ShortSidePublicationPane {...props} kind={value} height={height} focused={props.focused && value === tab} />
           : <ShortInterestView {...props} height={height} focused={props.focused && value === tab} />}
       </PaneFooterScope>
     </Box> : null)}

package/src/plugins/builtin/short-interest/types.ts

@@ -4,4 +4,13 @@ export interface ShortInterestRecord {
   shortRatio: number | null;
   averageDailyVolume: number | null;
   shortPercentFloat: number | null;
+  /**
+   * The 10-K or 10-Q cover share count known when FINRA published the
+   * settlement, which its percent of float is read on; null when none was.
+   */
+  sharesOutstanding?: number | null;
+  /** YYYY-MM-DD that count was taken. */
+  sharesOutstandingAsOf?: string | null;
+  /** YYYY-MM-DD of the share count `shortPercentFloat` is read on, when that count is dated. */
+  floatAsOf?: string | null;
 }

package/src/plugins/builtin/short-interest/watch-client.ts

@@ -6,7 +6,7 @@ import type { DataProvider } from "../../../types/data-provider";
 import type { PricePoint, TickerFinancials } from "../../../types/financials";
 import { errorMessage } from "../../../utils/errors";
 import { loadShortInterest, type ShortInterestResult } from "./client";
-import { type SettlementFloatStatistics, withLatestPercentFloat } from "./model";
+import { type CurrentFloat, type SettlementFloatStatistics, withPercentFloat } from "./model";
 import { buildShortWatchRow, type ShortWatchRow } from "./watch-model";
 import type { ShortInterestRecord } from "./types";
 
@@ -31,9 +31,11 @@ export function createShortWatchDependencies(
   };
 }
 
-/** A symbol's current float and the statistics' short % of float with its settlement, from its snapshot. */
-interface FloatSnapshot {
+/** A symbol's current float, the count it floats out of, and the statistics' short % of float with its settlement, from its snapshot. */
+interface FloatSnapshot extends CurrentFloat {
   floatShares: number | null;
+  floatAsOf: string | null;
+  sharesOutstanding: number | null;
   statistics: SettlementFloatStatistics | null;
 }
 
@@ -51,6 +53,8 @@ async function loadFloats(
     const fundamentals = (entry ? resolveEntryValue(entry) : null)?.fundamentals;
     return {
       floatShares: fundamentals?.floatShares ?? null,
+      floatAsOf: fundamentals?.floatSharesAsOf ?? null,
+      sharesOutstanding: fundamentals?.sharesOutstanding ?? null,
       statistics: fundamentals?.shortInterestDate
         ? { settlementDate: fundamentals.shortInterestDate, shortPercentOfFloat: fundamentals.shortPercentOfFloat ?? null }
         : null,
@@ -59,20 +63,22 @@ async function loadFloats(
 }
 
 /**
- * A ticker's settlements with the newest one's percent of float, as SIW reads
- * it (settlementPercentFloat). A snapshot that fails leaves the settlements as
- * they are.
+ * A ticker's settlements, each with its percent of float (withPercentFloat):
+ * the newest on the current float, as SIW reads it, the rest on the float of
+ * their own day; with `pointInTime`, every one on its own day's. A snapshot
+ * that fails leaves the settlements as they are.
  */
 export async function loadShortInterestWithFloat(
   symbol: string,
-  { marketData, client = apiClient, loadSnapshots = createShortWatchDependencies(marketData, client).loadSnapshots }: {
+  { marketData, client = apiClient, loadSnapshots = createShortWatchDependencies(marketData, client).loadSnapshots, pointInTime = false }: {
     marketData?: DataProvider;
     client?: Pick<typeof apiClient, "getCloudShortInterest">;
     loadSnapshots?: ShortWatchDependencies["loadSnapshots"];
+    pointInTime?: boolean;
   } = {},
 ): Promise<ShortInterestResult> {
   const [result, [snapshot]] = await Promise.all([loadShortInterest(symbol, client), loadFloats([symbol], loadSnapshots)]);
-  return { ...result, records: withLatestPercentFloat(result.records, snapshot?.floatShares, snapshot?.statistics) };
+  return { ...result, records: snapshot ? withPercentFloat(result.records, snapshot, { pointInTime }) : result.records };
 }
 
 /**

package/src/plugins/builtin/short-interest/watch-model.ts

@@ -1,4 +1,5 @@
 import { realizedVolatilityCadenceIssue } from "../../../market-data/realized-volatility";
+import { periodReturn } from "../../../market-data/market/period-return";
 import type { PricePoint } from "../../../types/financials";
 import type { TickerRecord } from "../../../types/ticker";
 import { isKnownNonUsListing, listingAbroadVenue } from "../../../utils/sec";
@@ -19,9 +20,6 @@ export const SHORT_WATCH_LIMIT = 60;
 const CROWDED_FLOAT_PERCENT = 10;
 const CROWDED_DAYS_TO_COVER = 5;
 const CROWDED_DAYS_MIN_FLOAT_PERCENT = 5;
-/** The 1M base is the close a calendar month before the latest one, or the last close up to four days before (a weekend and a holiday). */
-const RETURN_BASE_TOLERANCE_DAYS = 4;
-const DAY_MS = 86_400_000;
 const SYMBOL = /^[A-Z][A-Z0-9.]{0,9}$/;
 const LISTED_TYPES = new Set(["", "STK", "EQUITY", "COMMONSTOCK", "ADR", "ETF", "FUND"]);
 
@@ -62,10 +60,14 @@ export interface ShortWatchInputs {
 const isoDate = (date: Date) => date.toISOString().slice(0, 10);
 const finite = (value: number | null | undefined): value is number => typeof value === "number" && Number.isFinite(value);
 
+/** The 1M base is the close a calendar month before the latest one, or the last close up to four days before (a weekend and a holiday). */
+const RETURN_BASE_TOLERANCE_DAYS = 4;
+
 /**
- * The latest close against the close one calendar month earlier: the last close
- * on or before that day, within four days of it, from daily bars only, so a gap in the history leaves the
- * return unknown rather than measuring a longer window.
+ * The latest close against the close one calendar month earlier: the last
+ * close on or before that day (periodReturn), within four days of it, from
+ * daily bars only, so a gap in the history leaves the return unknown rather
+ * than measuring a longer window.
  */
 export function oneMonthReturn(history: readonly PricePoint[]): { percent: number; date: string } | null {
   // Weekly or intraday bars would measure from the wrong close.
@@ -73,25 +75,10 @@ export function oneMonthReturn(history: readonly PricePoint[]): { percent: numbe
   // Cached histories come back with ISO-string dates.
   const closes = history.map((point) => ({ close: point.close, date: new Date(point.date) }))
     .filter((point) => finite(point.close) && point.close > 0 && !Number.isNaN(point.date.getTime()))
-    .sort((left, right) => left.date.getTime() - right.date.getTime());
-  const last = closes.at(-1);
-  if (!last) return null;
-  const target = new Date(last.date);
-  target.setUTCMonth(target.getUTCMonth() - 1);
-  // 31 March less a month is 3 March; clamp to the month's last day.
-  if (target.getUTCMonth() === last.date.getUTCMonth()) target.setUTCDate(0);
-  const targetMs = target.getTime();
-  let base = closes[0]!;
-  for (let index = closes.length - 1; index >= 0; index -= 1) {
-    const point = closes[index]!;
-    if (point.date.getTime() <= targetMs) {
-      base = point;
-      break;
-    }
-  }
-  if (base.date.getTime() > targetMs) return null;
-  if (targetMs - base.date.getTime() > RETURN_BASE_TOLERANCE_DAYS * DAY_MS) return null;
-  return { percent: (last.close / base.close - 1) * 100, date: isoDate(last.date) };
+    .sort((left, right) => left.date.getTime() - right.date.getTime())
+    .map((point) => ({ day: isoDate(point.date), close: point.close }));
+  const month = periodReturn(closes, "1M", null, RETURN_BASE_TOLERANCE_DAYS);
+  return month ? { percent: month.percent, date: month.end.day } : null;
 }
 
 function shortWatchSetup(row: Pick<ShortWatchRow, "percentFloat" | "daysToCover" | "return1M">): ShortWatchSetup | null {

package/src/plugins/builtin/short-interest/watch-pane.tsx

@@ -18,6 +18,7 @@ import { Box, TextAttributes } from "../../../ui";
 import { formatShortDate } from "../../../utils/datetime-format";
 import { formatCompact, formatNumber } from "../../../utils/format";
 import { nextHeaderSort, type SortDirection } from "../../../utils/sort-values";
+import { shortInterestPublicationSegments } from "./schedule";
 import { loadShortWatch } from "./watch-client";
 import {
   customUniverse,
@@ -103,11 +104,14 @@ export function ShortWatchPane({ width, height, focused }: Pick<PaneProps, "widt
       unpriced.length ? `No month of daily closes for ${unpriced.join(", ")}.` : null,
     ].filter((value): value is string => !!value),
   });
+  // When the newest settlement listed was published and the next is due, as `fn SIW` dates it.
+  const latestSettlement = useMemo(() => rows.flatMap((row) => row.settlementDate ? [row.settlementDate] : []).sort().at(-1) ?? null, [rows]);
   usePaneFooter("short-watch", () => ({
     info: [
       ...loadingErrorFooterInfo(resource.loading && !!resource.data, null),
+      ...shortInterestPublicationSegments(latestSettlement),
     ],
-  }), [resource.loading, resource.data]);
+  }), [resource.loading, resource.data, latestSettlement]);
   // Dates every row shares are the table's as-of context.
   const asOf = [settled ? `settled ${day(settled)}` : null, closed ? `closes to ${day(closed)}` : null]
     .filter(Boolean).join(" · ") || undefined;

package/src/plugins/builtin/social-mentions/client.ts

@@ -1,3 +1,4 @@
+import { unavailableText } from "../../../components/ui/status";
 import { apiClient } from "../../../api-client";
 import { ApiRequestError, isAccessDenied } from "../../../api-client/errors";
 import type { SocialMentionDayPosts, SocialMentionPost, SocialMentionsPayload, SocialMentionsRange } from "../../../api-client/social-mentions";
@@ -56,7 +57,7 @@ export async function fetchSocialMentions(symbol: string, range: SocialMentionsR
   client: Pick<typeof apiClient, "getCloudSocialMentions"> = apiClient): Promise<SocialMentionsPayload> {
   try { return validateSocialMentions(await client.getCloudSocialMentions(symbol, range), symbol, range); }
   catch (error) {
-    if (error instanceof ApiRequestError && error.status === 404) throw new Error("Social mentions are not available yet");
+    if (error instanceof ApiRequestError && error.status === 404) throw new Error(unavailableText("social mentions"));
     throw error;
   }
 }

package/src/plugins/builtin/supply-chain/flow.tsx

@@ -12,7 +12,7 @@ import { blendHex } from "../../../theme/colors";
 import { useThemeColors } from "../../../theme/theme-context";
 import { useStaticChartBitmapSize } from "../../../components/chart/composite/bitmap";
 import { fillOpaque, fillRect, parseHex } from "../../../components/chart/native/raster/primitives";
-import { counterpartyKind, counterpartyLabel, disclosedValue, dollars, nativeValue, periodText, roleLabel, ROLE_COLORS, scopeWords, shareParts, type FlowBand } from "./model";
+import { counterpartyKind, counterpartyLabel, disclosedValue, dollars, nativeValue, periodText, roleLabel, ROLE_COLORS, scopeWords, shareParts, fitShareBasis, type FlowBand, type ShareParts } from "./model";
 import { entityTicker } from "./graph-model";
 import { flowChipLabel, flowGeometry, RELATED_LABEL_CELLS, ribbonY, type FlowRibbon, type PositionedNode } from "./flow-layout";
 import { evidenceDate, evidenceLabel, trustTier } from "./trust";
@@ -30,19 +30,46 @@ function ribbonPolygon(ribbon: FlowRibbon, width: number, height: number, thickn
   return [...upper, ...lower];
 }
 
-/** The disclosed figure a card shows under the name, in the reporting company's own terms. */
-function nodeMetric(node: PositionedNode, focusId?: string): string {
+/** A share and what it is a share of, the basis in the longest form that fits `cells`. */
+function shareText(share: ShareParts, cells: number): string {
+  return `${share.value} ${fitShareBasis(share, cells - displayWidth(share.value) - 1)}`;
+}
+
+/** The disclosed figure a card shows under the name, in the reporting company's own terms, in `cells` cells. */
+function nodeMetric(node: PositionedNode, focusId: string | undefined, cells: number): string {
   const row = node.row!;
   if (trustTier(row) !== 1) return `${evidenceLabel(row)} · ${evidenceDate(row)}`;
   if (node.weight !== null && node.weightBasis === "usd") return dollars(row);
   const share = shareParts(row, focusId);
-  if (share) return `${share.value} ${share.basis}`;
+  if (share) return shareText(share, cells);
   if (nativeValue(row) !== null || row.usd !== null) return disclosedValue(row);
   // With no figure, the card says where the relationship is disclosed.
   const reporter = focusId && row.reportingEntity.id !== focusId ? `${entityTicker(row.reportingEntity) ?? row.reportingEntity.name} ` : "";
   return `${evidenceLabel(row)} · ${reporter}${row.form ?? "filing"}${row.fiscalYear ? ` · FY${row.fiscalYear}` : ""}`;
 }
 
+const GROUP_SEPARATOR = "  ·  ";
+/**
+ * The cohort groups and their shares on one line of `cells`. A group shows
+ * whole or is left to the table behind "+N more", so no share stands cut off
+ * from what it is a share of: the first is always shown, cut to the line if it
+ * must be, the others keep a whole form of their basis.
+ */
+function groupsText(groups: readonly SupplyRow[], focusId: string | undefined, cells: number): string {
+  const entries: string[] = [];
+  for (const [index, row] of groups.entries()) {
+    const share = shareParts(row, focusId);
+    const label = counterpartyLabel(row);
+    const rest = groups.length - index - 1;
+    const room = cells - displayWidth(entries.join(GROUP_SEPARATOR)) - (entries.length ? displayWidth(GROUP_SEPARATOR) : 0) - (rest ? displayWidth(`${GROUP_SEPARATOR}+${rest} more`) : 0);
+    const basisRoom = room - displayWidth(label) - displayWidth(share?.value ?? "") - 2;
+    if (entries.length && (share ? !share.forms.some((form) => displayWidth(form) <= basisRoom) : displayWidth(label) > room)) break;
+    entries.push(share ? `${label} ${shareText(share, room - displayWidth(label) - 1)}` : label);
+  }
+  const more = groups.length - entries.length;
+  return `${entries.join(GROUP_SEPARATOR)}${more > 0 ? `${GROUP_SEPARATOR}+${more} more` : ""}`;
+}
+
 /**
  * Suppliers flow in from the left and customers out to the right of the
  * focus company. Ribbon width follows a disclosed share or dollar figure on
@@ -206,10 +233,7 @@ export function SupplyFlow({ rows, symbol, focusName, focusId, width, height, fo
       onPress={() => selectNode(node)} onHover={(on) => setHovered(on ? node.id : null)} />)}
     {geometry.groupRow !== null ? <Box position="absolute" top={geometry.groupRow} left={1} width={width - 2} flexDirection="row" overflow="hidden">
       <Box width={RELATED_LABEL_CELLS} flexShrink={0}><Text fg={colors.textDim}>Groups</Text></Box>
-      <ClippedText fg={colors.textDim} text={geometry.groups.map((row) => {
-        const share = shareParts(row, focusId);
-        return `${counterpartyLabel(row)}${share ? ` ${share.value} ${share.basis}` : ""}`;
-      }).join("  ·  ")} width={width - RELATED_LABEL_CELLS - 3} />
+      <ClippedText fg={colors.textDim} text={groupsText(geometry.groups, focusId, width - RELATED_LABEL_CELLS - 3)} width={width - RELATED_LABEL_CELLS - 3} />
     </Box> : null}
     {legend ? <Box position="absolute" top={geometry.legendRow} left={1} width={width - 2} flexDirection="row" gap={2} overflow="hidden">
       {legend.map((entry) => <Box key={entry.id} flexDirection="row" gap={1} flexShrink={0}>
@@ -277,9 +301,9 @@ function FlowCard({ node, focusId, desktop, active, onPress, onHover }: {
   const accent = role ? ROLE_COLORS[role] : colors.textMuted;
   const company = node.row ? counterpartyKind(node.row) === "company" : false;
   const name = node.more ? `+${node.more} more` : node.row ? counterpartyLabel(node.row) : node.label;
-  const metric = node.row ? nodeMetric(node, focusId) : "";
   const ticker = node.row ? entityTicker(node.row.counterparty) : null;
   const inner = Math.max(4, node.width - (desktop ? 2 : 2));
+  const metric = node.row ? nodeMetric(node, focusId, inner - (desktop ? 0 : 1)) : "";
   const nameWidth = Math.max(4, inner - (ticker ? displayWidth(ticker) + 1 : 0));
   const titleColor = node.more ? colors.textDim : company ? colors.textBright : colors.text;
   return <Box position="absolute" left={node.x} top={node.y} width={node.width} height={node.more ? 1 : node.height} flexDirection="column"

package/src/plugins/builtin/supply-chain/model.ts

@@ -1,5 +1,6 @@
 import type { SupplyChainPayload, SupplyOptions, SupplyRole, SupplyRow } from "../../../api-client/supply-chain";
 import { SERIES_COLORS } from "../../../theme/series-colors";
+import { clipToDisplayWidth, displayWidth } from "../../../utils/format";
 import { revenueAmount } from "../revenue-breakdown/model";
 import { countOf, freePreviewNote } from "../shared/free-preview";
 import { entityTicker } from "./graph-model";
@@ -37,24 +38,46 @@ export function scopeWords(scope: string): string {
     .replace(/^non[\s-]?us$/i, "non-US").trim();
 }
 
+/** A disclosed share and what it is a share of, in words, and the same basis in shorter forms for a column that cannot hold the whole. */
+export interface ShareParts {
+  value: string;
+  basis: string;
+  /** The basis from its whole wording to its bare form, longest first, `basis` first. Never empty: a share always keeps what it is a share of. */
+  forms: readonly string[];
+}
+
 /**
  * A disclosed share and what it is a share of, in words. The denominator is
  * always the reporting company's: a supplier saying the focus company is 91%
  * of its revenue reads "of CRUS revenue", never as the focus company's.
  */
-export function shareParts(row: SupplyRow, focusId?: string | null, { includeReporter = false }: { includeReporter?: boolean } = {}): { value: string; basis: string } | null {
+export function shareParts(row: SupplyRow, focusId?: string | null, { includeReporter = false }: { includeReporter?: boolean } = {}): ShareParts | null {
   if (row.pctOfRevenue === null || row.pctBasis === null || trustTier(row) !== 1 || isUnconfirmed(row) || !activeRelationship(row)) return null;
   const reporter = includeReporter || (focusId && row.reportingEntity.id !== focusId) ? `${entityTicker(row.reportingEntity) ?? row.reportingEntity.name} ` : "";
   const scope = row.pctScope ? scopeWords(row.pctScope) : "";
   const basis = row.pctBasis === "cost" ? "cost of sales" : row.pctBasis;
+  const value = `${Number(row.pctOfRevenue.toFixed(1))}%`;
   // XBRL dimensions can qualify the numerator, denominator, or both. NVDA's
   // NonUs fact is a share of total revenue, while TW omits a Data Center qualifier.
   // Neither supports turning its dimensional member into an "of ..." claim.
-  if (row.sourceKind === "xbrl" && scope) return { value: `${Number(row.pctOfRevenue.toFixed(1))}%`, basis: `${reporter}${basis} · context: ${scope}` };
+  if (row.sourceKind === "xbrl" && scope) return shareWords(value, [`${reporter}${basis} · context: ${scope}`, `${reporter}${basis}`]);
   // A scope that names its own denominator ("Vendor non-trade receivables") is a description, read in lower case.
   const scoped = scope && scope.toLowerCase().includes(basis) ? scope.replace(/^[A-Z](?=[a-z])/, (first) => first.toLowerCase()) : `${scope ? `${scope} ` : ""}${basis}`;
   // Form alone does not identify a metric's duration: a 10-Q includes YTD facts.
-  return { value: `${Number(row.pctOfRevenue.toFixed(1))}%`, basis: `of ${reporter}${scoped}` };
+  return shareWords(value, [`of ${reporter}${scoped}`, `of ${reporter}${basis}`, `${reporter}${basis}`]);
+}
+const shareWords = (value: string, forms: readonly string[]): ShareParts => {
+  const distinct = forms.filter((form, index) => forms.indexOf(form) === index);
+  return { value, basis: distinct[0]!, forms: distinct };
+};
+
+/**
+ * The longest form of a share's basis that fits `cells`, else its bare form cut
+ * short behind an ellipsis: a share keeps what it is a share of, in whatever
+ * room there is. Empty only when there is no room at all.
+ */
+export function fitShareBasis(share: Pick<ShareParts, "forms">, cells: number): string {
+  return share.forms.find((form) => displayWidth(form) <= cells) ?? clipToDisplayWidth(share.forms[share.forms.length - 1]!, cells);
 }
 /** An XBRL fact's tagged dimensions, as the filing reader stores them in place of a sentence: "ConcentrationRiskByType=CustomerConcentrationRisk;MajorCustomers=StandardChartered;". */
 const TAGGED_DIMENSIONS = /^\s*[A-Za-z][\w.:-]*=[^;=]*(?:;\s*[A-Za-z][\w.:-]*=[^;=]*)*;?\s*$/;
@@ -193,6 +216,31 @@ export function flowGroups(rows: readonly SupplyRow[]): SupplyRow[] {
     .sort((a, b) => (b.pctOfRevenue ?? -1) - (a.pctOfRevenue ?? -1));
 }
 
+export interface ConcentrationPoint { period: string; date: Date; pct: number; rowId: string }
+/**
+ * The largest single customer's share of the focus company's receivables at
+ * each period end it disclosed, oldest first. Receivables are a balance at a
+ * date, so periods compare; revenue shares are not trended, because a period
+ * label does not establish whether a share covers a quarter, a half or a year.
+ * Only exact period-end dates count, and a share above 100% is not a share. Fewer than three periods is no trend, and none is returned.
+ */
+export function receivablesConcentration(rows: readonly SupplyRow[], focusId: string | null | undefined): ConcentrationPoint[] {
+  if (!focusId) return [];
+  const largest = new Map<string, ConcentrationPoint>();
+  for (const row of rows) {
+    if (row.role !== "customer" || row.pctBasis !== "receivables" || row.pctScope !== null || row.pctOfRevenue === null || !Number.isFinite(row.pctOfRevenue) || row.pctOfRevenue < 0 || row.pctOfRevenue > 100 || row.counterparty.aggregate || row.entityScope === "group"
+      || !PERIOD_END.test(row.period) || row.reportingEntity.id !== focusId || !shareParts(row, focusId)) continue;
+    const date = new Date(`${row.period}T00:00:00Z`);
+    if (!Number.isFinite(date.getTime()) || date.toISOString().slice(0, 10) !== row.period) continue;
+    const held = largest.get(row.period);
+    if (!held || row.pctOfRevenue > held.pct) largest.set(row.period, { period: row.period, date, pct: row.pctOfRevenue, rowId: row.id });
+  }
+  const points = [...largest.values()].filter((point) => Number.isFinite(point.date.getTime())).sort((a, b) => a.period.localeCompare(b.period));
+  return points.length >= 3 ? points : [];
+}
+/** "2026-Q1", "FY2025", "2026" or "ongoing" name no balance-sheet date. */
+const PERIOD_END = /^\d{4}-\d{2}-\d{2}$/;
+
 export type FlowBand = "suppliers" | "customers" | "related";
 export interface FlowNode { id: string; label: string; row: SupplyRow | null; band: FlowBand; more: number; weight: number | null; weightScope: string | null; weightBasis: "revenue" | "usd" | null; }
 const revenueKey = (row: SupplyRow) => JSON.stringify([row.reportingEntity.id, row.period, row.pctScope]);