gloomberb 0.18.2 → 0.18.4

package/src/plugins/builtin/analytics/risk-pane.tsx

@@ -46,17 +46,20 @@ import { useResearchCloudSession } from "../shared/research-cloud-session";
 import { loadPortfolioRiskMarket } from "./risk-client";
 import { brokerPerformanceEvidence, parsePortfolioRiskEvidence } from "./risk-evidence";
 import { useBrokerPortfolioPerformance } from "./broker-performance";
+import { parseAssetShifts, parseFxShifts, riskCashLines } from "./risk-book";
+import { resolvePortfolioAccountState } from "../portfolio-list/summary";
 import {
   BASKET_VIEWS,
   buildPortfolioRisk,
+  HOLDINGS_SHARE_UNIT,
   HOLDINGS_SUMMARY_ROW_IDS,
+  isShockRow,
   portfolioRiskRequests,
   portfolioRiskTickers,
-  riskCoverageHeadline,
+  riskCoverageLine,
   riskCoverageNotices,
   riskCoverageShortfall,
   riskPercentile,
-  riskAmountBase,
   riskEvidence,
   riskReturnsCurrency,
   riskValue,
@@ -98,6 +101,10 @@ const LABEL_HEADERS: Record<RiskView, string> = {
   greeks: "Metric",
 };
 const EVIDENCE_VIEWS: ReadonlySet<RiskView> = new Set(["performance", "attribution", "greeks"]);
+/** The risk view's tail rows, whose method the footer names. */
+const TAIL_ROW_IDS: ReadonlySet<string> = new Set(["var", "es"]);
+/** The views that read the basket's daily closes, and say to when; Holdings reads current marks. */
+const DAILY_CLOSE_VIEWS: ReadonlySet<RiskView> = new Set(["risk", "factors", "correlation", "stress"]);
 const ATTRIBUTION_PARTS = [
   { id: "allocation", label: "Allocation" },
   { id: "selection", label: "Selection" },
@@ -113,13 +120,17 @@ const bareValue = (row: RiskDisplayRow) => row.value == null ? "--" : row.value.
 const HOLDINGS_SUMMARY_LABELS: Record<string, string> = { top: "Largest", "top-five": "Top five" };
 /** The book concentration figures that lead the holdings view, as a summary band. */
 function holdingsSummaryItems(rows: RiskDisplayRow[]): StatItem[] {
-  return rows.map((row) => ({
-    id: row.id,
-    label: HOLDINGS_SUMMARY_LABELS[row.id] ?? row.label,
-    value: row.value == null ? "--" : row.unit === "% value" ? `${row.value.toFixed(2)}%` : row.value.toFixed(2),
-    // The same note sits on both shares.
-    detail: row.unit === "% value" ? "of market value" : row.detail,
-  }));
+  return rows.map((row) => {
+    // A snapshot saved before the shares named their base reads "% value".
+    const share = row.unit === HOLDINGS_SHARE_UNIT || row.unit === "% value";
+    return {
+      id: row.id,
+      label: HOLDINGS_SUMMARY_LABELS[row.id] ?? row.label,
+      value: row.value == null ? "--" : share ? `${row.value.toFixed(2)}%` : row.value.toFixed(2),
+      // The same note sits on both shares: what they divide.
+      detail: share ? (row.unit === HOLDINGS_SHARE_UNIT ? "of holdings, cash aside" : "of market value") : row.detail,
+    };
+  });
 }
 /**
  * Cumulative return of the basket and of its benchmark across the window of
@@ -224,7 +235,8 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
   const instance = usePaneInstance(),
     renderer = useRendererHost();
   const portfolios = useAppSelector((state) => state.config.portfolios),
-    tickers = useAppSelector((state) => state.tickers);
+    tickers = useAppSelector((state) => state.tickers),
+    brokerAccounts = useAppSelector((state) => state.brokerAccounts);
   const focusedCollection = useAppSelector((state) =>
     getFocusedCollectionId(state),
   );
@@ -271,8 +283,33 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
   const [equity] = usePaneSettingValue("equityShift", -10),
     [rates] = usePaneSettingValue("rateShift", 100),
     [volatility] = usePaneSettingValue("volShift", 10),
+    [fxShift] = usePaneSettingValue("fxShift", ""),
+    [assetShift] = usePaneSettingValue("assetShift", ""),
     [since] = usePaneSettingValue("riskSince", "trailing"),
     [weights] = usePaneSettingValue("riskWeights", "13f");
+  // Currency and price shocks as the settings give them; one that does not read is named in the footer, not applied.
+  const shocks = useMemo(() => {
+    const errors: string[] = [];
+    function read<T>(text: unknown, parse: (text: string, flag: string) => T[], label: string): T[] {
+      if (!String(text ?? "").trim()) return [];
+      try {
+        return parse(String(text), label);
+      } catch (error) {
+        errors.push(error instanceof Error ? error.message : `${label} unreadable`);
+        return [];
+      }
+    }
+    return { fx: read(fxShift, parseFxShifts, "FX shift"), assets: read(assetShift, parseAssetShifts, "Asset shift"), errors };
+  }, [fxShift, assetShift]);
+  // The cash beside the holdings: the broker account's last saved balances by currency, else the portfolio's own.
+  const cash = useMemo(() => {
+    if (!portfolio) return [];
+    const account = resolvePortfolioAccountState(portfolio, { config, brokerAccounts }, { status: null, accounts: [] })?.account;
+    return riskCashLines(portfolio, account);
+  }, [brokerAccounts, config, portfolio]);
+  // The currencies the load prices, kept by value so a resynced account with the same ones reloads nothing.
+  const cashKey = cash.map((line) => line.currency).join(",");
+  const cashCurrencies = useMemo(() => (cashKey ? cashKey.split(",") : []), [cashKey]);
   const riskWindow = useMemo(
     () => (since === "filed" ? { since: "filed" as const, weights: weights === "current" ? "current" as const : "13f" as const } : {}),
     [since, weights],
@@ -302,12 +339,12 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
   const loader = useCallback(
     async (force: boolean) => {
       const [market, brokerOptions] = await Promise.all([
-        loadPortfolioRiskMarket(requests, force, portfolio!.currency),
+        loadPortfolioRiskMarket(requests, force, portfolio!.currency, cashCurrencies),
         loadPortfolioOptionBook(localTickers, portfolio!),
       ]);
       return { ...market, brokerOptions };
     },
-    [requests, localTickers, portfolio, session.requestKey],
+    [requests, localTickers, portfolio, cashCurrencies, session.requestKey],
   );
   const resource = useAsyncResource(!frozen && portfolio ? loader : null, {
     clearOnError: isAccessDenied,
@@ -335,14 +372,17 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
             equity: Number(equity),
             rates: Number(rates),
             volatility: Number(volatility),
+            fx: shocks.fx,
+            assets: shocks.assets,
           },
           riskWindow,
+          cash,
         ),
         error: null,
       };
     } catch (error) {
       return {
-        model: buildPortfolioRisk(portfolio, localTickers, market, null, undefined, riskWindow),
+        model: buildPortfolioRisk(portfolio, localTickers, market, null, undefined, riskWindow, cash),
         error: error instanceof Error ? error.message : "Evidence invalid",
       };
     }
@@ -356,7 +396,9 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
     equity,
     rates,
     volatility,
+    shocks,
     riskWindow,
+    cash,
   ]);
   const model = derived.model;
   const marketLoading = resource.loading && !resource.data;
@@ -365,8 +407,16 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
     if (!model || !BASKET_VIEWS.has(view)) return null;
     if (!frozen && !resource.data)
       return marketLoading ? { loading: true } : resource.error ? { error: resource.error } : null;
-    return view === "holdings" ? null : riskCoverageShortfall(model.coverage);
+    if (view === "holdings") return null;
+    const shortfall = riskCoverageShortfall(model.coverage);
+    // The currency and price shocks reprice the book without the basket, so they stay; the footer says why the basket scenarios do not.
+    return shortfall && view === "stress" && model.rows.stress.some(isShockRow) ? null : shortfall;
   }, [frozen, marketLoading, model, resource.data, resource.error, view]);
+  // Stress with too little covered for the basket scenarios, its shocks shown alone.
+  const stressShortfall = useMemo(
+    () => (!basketBody && model && view === "stress" ? riskCoverageShortfall(model.coverage) : null),
+    [basketBody, model, view],
+  );
   const holdingsSummary = useMemo(
     () => view === "holdings" ? holdingsSummaryItems((model?.rows.holdings ?? []).filter((row) => HOLDINGS_SUMMARY_ROW_IDS.has(row.id))) : [],
     [model, view],
@@ -375,6 +425,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
     () =>
       (basketBody ? [] : model?.rows[view] ?? [])
         .filter((row) => view !== "holdings" || !HOLDINGS_SUMMARY_ROW_IDS.has(row.id))
+        .filter((row) => !stressShortfall || isShockRow(row))
         .sort((a, b) => {
         if (!sort.column) return 0;
         const left = a[sort.column as keyof RiskDisplayRow],
@@ -388,7 +439,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
           (sort.direction === "asc" ? 1 : -1)
         );
       }),
-    [basketBody, model, view, sort],
+    [basketBody, stressShortfall, model, view, sort],
   );
   const openRow = rows.find((row) => row.id === open);
   const detailScrollRef = useRef<ScrollBoxRenderable | null>(null);
@@ -401,6 +452,8 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
     rows.length > 1 && rows.every((row) => row.detail === rows[0]!.detail)
       ? rows[0]!.detail
       : null;
+  // The risk rows read their window in their labels, so the footer names how the tail rows are estimated instead of a column.
+  const footerEvidence = (view === "risk" ? rows.find((row) => TAIL_ROW_IDS.has(row.id))?.detail : null) ?? sharedEvidence;
   const importEvidence = useCallback(async () => {
     try {
       const text = await renderer.readText(),
@@ -461,30 +514,37 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
     ...riskCoverageNotices(model?.coverage),
     ...(model?.notes ?? []),
     ...(model?.warnings ?? []),
+    ...shocks.errors,
     ...(derived.error ? [derived.error] : []),
     ...(resource.error ? [resource.error] : []),
   ];
-  // What the basket views leave out, unless the body already says why they show nothing.
-  const coverageText = model && BASKET_VIEWS.has(view) && !basketBody ? riskCoverageHeadline(model.coverage) : null;
-  const asOfDate = model?.rows[view].find((row) => row.asOf)?.asOf?.slice(0, 10) ?? null;
+  // What the basket views cover of the book and leave out, unless the body already says why they show nothing.
+  // Stress showing its shocks alone says instead why the basket scenarios are not there.
+  const coverageText = !model || !BASKET_VIEWS.has(view) || basketBody
+    ? null
+    : stressShortfall
+      ? `Index, 10Y and VIX scenarios: ${stressShortfall.title.replace(/\.$/, "").replace(/^[A-Z](?=[a-z])/, (letter) => letter.toLowerCase())}`
+      : riskCoverageLine(model.coverage);
+  const asOfDate = (stressShortfall ? rows : model?.rows[view])?.find((row) => row.asOf)?.asOf?.slice(0, 10) ?? null;
   // The views estimated from returns name the currency a non-USD account's returns were converted into.
-  const returnsCurrency = BASKET_VIEWS.has(view) && view !== "holdings" ? riskReturnsCurrency(model) : null;
-  const amountBase = rows.map(riskAmountBase).find(Boolean);
+  const returnsCurrency = BASKET_VIEWS.has(view) && view !== "holdings" && !stressShortfall ? riskReturnsCurrency(model) : null;
   // Dated evidence only when a row has a date; a missing date is not a claim about history.
   const asOfText = !model
     ? null
     : [
         ...(basketBody ? [] : [
-          ...(asOfDate && sharedEvidence ? [sharedEvidence] : []),
-          // The value the tail losses in money are taken on names the currency too.
-          ...(amountBase
-            ? [amountBase, ...(returnsCurrency ? [returnsCurrency] : [])]
-            : [returnsCurrency ?? model.portfolio.currency]),
-          ...(asOfDate ? [asOfDate] : []),
+          ...(coverageText ? [coverageText] : []),
+          ...(asOfDate && footerEvidence ? [footerEvidence] : []),
+          // The coverage names the currency of its basket value; a non-USD account's returns say what they converted into.
+          ...(returnsCurrency ? [returnsCurrency] : coverageText ? [] : [model.portfolio.currency]),
           ...(EVIDENCE_VIEWS.has(view) && model.evidence ? [model.evidence.source] : []),
         ]),
-        ...(frozen ? ["snapshot"] : []),
       ].join(" · ") || null;
+  // What the figures are read from and to when: the basket's daily closes, or the marks and evidence of that day.
+  // The shocks alone are repriced at the current marks.
+  const sourceText = basketBody || !asOfDate
+    ? null
+    : DAILY_CLOSE_VIEWS.has(view) && !stressShortfall ? `daily closes to ${asOfDate}` : `as of ${asOfDate}`;
   usePaneNoticeFooter({
     registrationId: "portfolio-risk-notices",
     notices,
@@ -505,12 +565,13 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
               },
             ]
           : []),
-        // One segment, coverage first: a narrow footer cuts the date before what the numbers cover.
-        ...(coverageText || asOfText
-          ? [{
-              id: "asof",
-              parts: [{ text: [coverageText, asOfText].filter(Boolean).join(" · "), tone: "muted" as const }],
-            }]
+        // Coverage first: a narrow footer cuts the method and the date before what the numbers cover.
+        ...(asOfText
+          ? [{ id: "asof", parts: [{ text: asOfText, tone: "muted" as const }] }]
+          : []),
+        // The source and its date, which a capture's own dated status line stands in for.
+        ...(sourceText
+          ? [{ id: "source", asOf: true, parts: [{ text: sourceText, tone: "muted" as const }] }]
           : []),
         ...(actionStatus
           ? [
@@ -523,7 +584,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
       ],
       hints,
     }),
-    [resource.loading, coverageText, asOfText, actionStatus, hints],
+    [resource.loading, asOfText, sourceText, actionStatus, hints],
   );
   useShortcut(
     (event) => {
@@ -611,7 +672,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
         ? []
         : [{ id: "asOf", label: "As of", width: 11, align: "left" as const }]),
       // Attribution's evidence is the three effects, now columns of their own.
-      ...(width >= 95 && !sharedEvidence && !attributionParts
+      ...(width >= 95 && !footerEvidence && !attributionParts
         ? [
             {
               id: "detail",
@@ -623,7 +684,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
           ]
         : []),
     ],
-    [width, view, valueHeader, sharedUnit, attributionParts, sharedEvidence, showPercentile, sharedDate, rows],
+    [width, view, valueHeader, sharedUnit, attributionParts, footerEvidence, showPercentile, sharedDate, rows],
   );
   const selectView = (value: string) => {
     setView(value);
@@ -632,7 +693,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
   };
   // The view strip takes a row when it is not in the title bar; the portfolio
   // bar, the holdings summary and the chart sit on the root view only.
-  const { strip: tabStrip, rows: tabRows } = usePaneTabs(portfolio && model ? {
+  const { strip: tabStrip, rows: tabRows } = usePaneTabs(portfolio ? {
     tabs,
     activeValue: view,
     onSelect: selectView,
@@ -650,12 +711,15 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
     );
   if (!model)
     return (
-      <PaneStatusBody
-        loading={resource.loading}
-        error={resource.error}
-        loadingLabel="Loading portfolio risk"
-        emptyTitle="Risk data unavailable"
-      />
+      <Box width={width} height={height} flexDirection="column">
+        {tabStrip}
+        <PaneStatusBody
+          loading={resource.loading}
+          error={resource.error}
+          loadingLabel="Loading portfolio risk"
+          emptyTitle="Risk data unavailable"
+        />
+      </Box>
     );
   return (
     <Box width={width} height={height} flexDirection="column">

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

@@ -10,6 +10,7 @@ import { useAsyncResource, useAutoRefresh, usePaneSettingValue, usePluginAppActi
 import { useThemeColors } from "../../../theme/theme-context";
 import type { PaneProps } from "../../../types/plugin";
 import { Box, ScrollBox, Text, TextAttributes, useRendererHost, useUiCapabilities } from "../../../ui";
+import { withCountryFlag } from "../../../components/ui/country-flag";
 import { SignInWall } from "../cloud/auth-actions";
 import { CLOUD_PLAN_KEY, useCloudUpgradeAction } from "../shared/cloud-upgrade";
 import { useOpenDescription } from "../shared/open-description";
@@ -123,7 +124,8 @@ export function AttentionPane({ width, height, focused }: PaneProps) {
       priceChangePct: null, relativeVolume: null, marketAsOf: null, relativeVolumeAsOf: null, news: [],
     } : undefined);
   useAttentionEvidence((detailMode ? detailData : data) ?? null, tab, selectedSymbol, tab === "history" ? selected?.history.length ?? 0 : rows.length);
-  const { strip, rows: tabRows } = usePaneTabs((data || detailData) && (data?.rows.length || data?.status === "ready" || !!initialSymbol || detailMode && !!selectedSymbol) ? { tabs: [...ATTENTION_TABS], activeValue: tab, onSelect: setTab, focused, dense: true } : null);
+  const signInWall = !data && isCloudSessionRequired(resource.error);
+  const { strip, rows: tabRows } = usePaneTabs(!signInWall ? { tabs: [...ATTENTION_TABS], activeValue: tab, onSelect: setTab, focused, dense: true } : null);
   useAutoRefresh(resource.updatedAt, resource.load);
   usePaneRefreshKey(() => { void resource.reload(); if (detailMode) void detail.reload(); }, { focused });
   const hints: PaneHint[] = [
@@ -142,7 +144,7 @@ export function AttentionPane({ width, height, focused }: PaneProps) {
   usePaneNoticeFooter({ registrationId: "attention:notices", focused, notices: [resource.data?.refreshError, detailMode ? detail.data?.refreshError : null,
     data?.status === "ready" && selected?.zScore === null ? "The selected ticker has insufficient qualified history for an abnormal-attention score." : null,
   ].filter((value): value is string => !!value) });
-  if (!data && isCloudSessionRequired(resource.error)) return <SignInWall placement="attention-signin" action="view research attention" needsVerification={session.needsVerification} />;
+  if (signInWall) return <SignInWall placement="attention-signin" action="view research attention" needsVerification={session.needsVerification} />;
   const bodyHeight = Math.max(3, height - tabRows);
   const queryBar = <QueryBar width={width} filters={[{ id: "window", label: "Period", inline: true, value: window, options: WINDOWS,
     onChange: (value: string) => setWindow(value) }, ...(detailMode && data?.rows.length ? [{ id: "ticker", label: "Ticker", value: selectedSymbol,
@@ -172,13 +174,16 @@ export function AttentionPane({ width, height, focused }: PaneProps) {
           color: row.zScore >= 2 ? colors.warning : row.zScore < 0 ? colors.textDim : colors.text, attributes: row.zScore >= 2 ? TextAttributes.BOLD : 0, keepColorWhenSelected: row.zScore >= 2 };
         case "priceChangePct": return row.priceChangePct == null ? missingCell(colors) : { text: rowCell(row, column.id), value: row.priceChangePct, color: signedColor(row.priceChangePct, colors) };
         case "relativeVolume": return row.relativeVolume == null ? missingCell(colors) : { text: rowCell(row, column.id), value: row.relativeVolume, color: row.relativeVolume >= 2 ? colors.textBright : colors.text };
-        case "sector": case "country": return { text: rowCell(row, column.id), color: colors.textDim };
+        case "sector": return { text: rowCell(row, column.id), color: colors.textDim };
+        // The column has room for the flag beside a code.
+        case "country": return withCountryFlag({ text: rowCell(row, column.id), color: colors.textDim }, row.country, desktop);
         default: return { text: rowCell(row, column.id), value: numeric, color: colors.text };
       }
     }
     const value = row[column.id as keyof AttentionGroup];
-    return { text: typeof value === "number" ? number(value) : value, value: typeof value === "number" ? value : undefined,
+    const groupCell: DataTableCell = { text: typeof value === "number" ? number(value) : value, value: typeof value === "number" ? value : undefined,
       color: column.id === "name" ? colors.textBright : column.id === "tickers" ? colors.textDim : colors.text };
+    return tab === "countries" && column.id === "name" ? withCountryFlag(groupCell, row.name, desktop) : groupCell;
   };
   // The whole board in four figures; a preview would only summarise its own three rows.
   const top = (groups: readonly AttentionGroup[]) => groups[0] ? { value: groups[0].name, detail: `${number(groups[0].sharePct, 1)}%` } : null;
@@ -190,24 +195,25 @@ export function AttentionPane({ width, height, focused }: PaneProps) {
     ...(topSector ? [{ id: "sector", label: "Top sector", ...topSector }] : []),
     ...(topCountry ? [{ id: "country", label: "Top country", ...topCountry }] : []),
   ] : [];
+  // The strip and the period filter stay while a new period loads; only the body waits.
   return <Box width={width} height={height} flexDirection="column">{strip}
-    <PaneStatusBody loading={!data && resource.loading} error={!data ? resource.error : null} empty={!detailMode && !!data && data.status !== "ready" && !data.rows.length}
-      emptyTitle={emptyAttention(data)} subject="research attention">
-      {data ? detailMode ? <Box flexGrow={1} flexBasis={0} flexDirection="column">{queryBar}
-        <PaneStatusBody loading={!detailData && detail.loading} error={!detailData ? detail.error : null} empty={!!detailData && !selected}
-          emptyTitle={data.entitlement === "preview" ? "This ticker is outside the current preview." : "No privacy-qualified hours for this ticker."} subject="ticker attention">
-          {selected ? tab === "history" ? <History row={selected} width={width} height={bodyHeight - 1} focused={focused} preview={data.entitlement === "preview"} />
-            : <Evidence row={selected} data={detailData ?? data} width={width} height={bodyHeight - 1} /> : null}
-        </PaneStatusBody>
-      </Box> : <DataTableView columns={columns} items={items} rootWidth={width} rootHeight={bodyHeight} focused={focused && !search.active}
-        rootBefore={figures.length ? <ChartTableHeader width={width} height={bodyHeight} tableRows={items.length} tableColumns={columns} query={queryBar} figures={figures} /> : queryBar}
+    {detailMode ? <Box flexGrow={1} flexBasis={0} flexDirection="column">{queryBar}
+      <PaneStatusBody loading={!data ? resource.loading : !detailData && detail.loading} error={!data ? resource.error : !detailData ? detail.error : null}
+        empty={!!data && !!detailData && !selected} subject={!data ? "research attention" : "ticker attention"}
+        emptyTitle={data?.entitlement === "preview" ? "This ticker is outside the current preview." : "No privacy-qualified hours for this ticker."}>
+        {data && selected ? tab === "history" ? <History row={selected} width={width} height={bodyHeight - 1} focused={focused} preview={data.entitlement === "preview"} />
+          : <Evidence row={selected} data={detailData ?? data} width={width} height={bodyHeight - 1} /> : null}
+      </PaneStatusBody>
+    </Box> : <DataTableView columns={columns} items={data ? items : []} rootWidth={width} rootHeight={bodyHeight} focused={focused && !search.active}
+        status={!data ? { loading: resource.loading, error: resource.error, subject: "research attention" }
+          : data.status !== "ready" && !data.rows.length ? { empty: true, emptyTitle: emptyAttention(data), subject: "research attention" } : undefined}
+        rootBefore={<ChartTableHeader width={width} height={bodyHeight} tableRows={items.length} tableColumns={columns} query={queryBar} figures={figures} />}
         getItemKey={rowId} selection={{ kind: "id", selectedId: groupMode ? groupSelectedId : selected?.symbol ?? null, getId: rowId, onChange: (id) => { if (groupMode) setGroupSelected(id); else if (!id.startsWith("locked:")) setSelected(id); } }}
         onActivate={(row) => { if (isLocked(row)) openUpgrade(); else if ("symbol" in row) { setSelected(row.symbol); setTab("history"); } else { setGroupFilter({ field: tab === "countries" ? "country" : "sector", value: row.name }); setQuery(""); setSelected(null); setTab("ranking"); } }}
         renderCell={cell} selectedTextOverridesCellColor showHorizontalScrollbar
         sortColumnId={!groupMode ? tab === "abnormal" ? "zScore" : sort.column : null} sortDirection={tab === "abnormal" ? "desc" : sort.direction}
         onHeaderClick={!groupMode && tab !== "abnormal" ? (column) => setSort((current) => ({ column, direction: current.column === column && current.direction === "desc" ? "asc" : "desc" })) : undefined}
         emptyStateTitle={tab === "abnormal" ? "Collecting enough qualified history for abnormal attention." : "No published research matches."}
-        bodyAfter={hidden && desktop ? <LockedOverlay rows={Math.min(3, hidden)} text="Pro unlocks the full attention graph" onPress={openUpgrade} /> : undefined} /> : null}
-    </PaneStatusBody>
+        bodyAfter={hidden && desktop ? <LockedOverlay rows={Math.min(3, hidden)} text="Pro unlocks the full attention graph" onPress={openUpgrade} /> : undefined} />}
   </Box>;
 }

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

@@ -4,7 +4,7 @@ import type { HeadlessBundleSection, HeadlessPaneColumn, HeadlessPaneContext, He
 import { DATE_OPTION_EXAMPLES, isoDateOption } from "../../../utils/calendar-date";
 import { resolveHeadlessInstrument } from "../shared/headless-market-data";
 import { fetchAward, fetchAwards } from "./client";
-import { AWARD_TABS, awardScope, awardsPreviewNote, awardTypeLabel, futureAwardDatesNote, money } from "./model";
+import { AWARD_TABS, awardScope, awardsCoverageNotes, awardsEmptyReason, awardsPreviewNote, awardTypeLabel, futureAwardDatesNote, money } from "./model";
 import { REPORT_PAGE, REPORT_ROWS } from "../shared/headless-options";
 
 /**
@@ -113,6 +113,8 @@ export const awardsHeadless: HeadlessPaneDefinition<"bundle"> = {
     const missing = filter.ticker && (data.locked || !data.rows.length) ? await notATicker(filter.ticker, ctx) : null;
     const lock = awardsPreviewNote(data, filter);
     const futureDates = futureAwardDatesNote(data.rows, data.generatedAt);
+    const notes = [...awardsCoverageNotes(data), ...(futureDates ? [futureDates] : [])];
+    const empty = awardsEmptyReason(data);
     const sections: HeadlessBundleSection[] = [];
     const tab = String(args.options.tab ?? "feed");
     if (tab === "feed" || tab === "company" || tab === "all") sections.push({ title: "Awards", columns: FEED_COLUMNS, rows: data.rows.map(awardRecord) });
@@ -122,8 +124,10 @@ export const awardsHeadless: HeadlessPaneDefinition<"bundle"> = {
       { title: "Sector totals", columns: aggregateColumns("Sector"), rows: data.sectors.map((row) => ({ ...row })) });
     if (tab === "events" || tab === "all") sections.push({ title: "Awards relative to annual revenue", columns: EVENT_COLUMNS, rows: data.alerts.map(awardRecord) });
     return { complete: !data.locked && !data.nextCursor && data.status === "available" && !Object.values(data.truncated ?? {}).some(Boolean), sections,
-      ...(futureDates ? { notes: [futureDates] } : {}),
-      errors: [...(missing ? [missing] : []), ...data.gaps, ...(lock ? [lock] : [])],
+      // Collection health is what the awards may be missing, a coverage note; only a failure is an error.
+      ...(notes.length ? { notes } : {}),
+      ...(empty ? { empty } : {}),
+      errors: [...(missing ? [missing] : []), ...(lock ? [lock] : [])],
       // A preview is the same latest awards whatever was asked, so the filters were requested, not applied.
       metadata: { generatedAt: data.generatedAt, asOf: data.asOf, access: data.access, nextCursor: data.nextCursor, truncated: data.truncated, coverage: data.coverage, sources: data.sources,
         filters: filter, filtersApplied: !data.locked } };

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

@@ -67,6 +67,24 @@ export function awardsPreviewNote(data: AwardsPayload, filter: AwardFilter): str
   });
 }
 
+/** The server's word for a selection with no awards: the report's empty line, not a gap in coverage. */
+const NO_AWARDS = "No awards are available for this selection.";
+
+/** Why the awards asked for are empty, as the server says it; null while there are some. */
+export function awardsEmptyReason(data: Pick<AwardsPayload, "gaps">): string | null {
+  return data.gaps.includes(NO_AWARDS) ? NO_AWARDS : null;
+}
+
+/**
+ * Collection health (jurisdictions awaiting a first collection, unfinished
+ * windows, quarantined records, a paused or capped store): what the awards
+ * shown may be missing, so coverage notes in the pane, `fn AWARDS` and its
+ * JSON, never errors.
+ */
+export function awardsCoverageNotes(data: Pick<AwardsPayload, "gaps">): string[] {
+  return data.gaps.filter((gap) => gap !== NO_AWARDS);
+}
+
 /** Award dates after the response's own date are the source's, not a mapping slip; they say so instead of passing as past awards. */
 export function futureAwardDatesNote(rows: readonly AwardRow[], generatedAt: string): string | null {
   const today = generatedAt.slice(0, 10);

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

@@ -12,6 +12,7 @@ import { usePaneTickerIdentity } from "../../../state/hooks/pane-ticker";
 import { useThemeColors } from "../../../theme/theme-context";
 import type { PaneProps } from "../../../types/plugin";
 import { Box, Text, TextAttributes, useRendererHost, useUiCapabilities, type ScrollBoxRenderable } from "../../../ui";
+import { withCountryFlag } from "../../../components/ui/country-flag";
 import { publicTickerKey } from "../../../utils/exchanges";
 import { truncateToDisplayWidth } from "../../../utils/format";
 import { SignInWall } from "../cloud/auth-actions";
@@ -23,7 +24,7 @@ import { AwardDetail } from "./detail";
 import { useAwardAlerts } from "./alerts";
 import { AWARDS_UNAVAILABLE, fetchAwards, loadAward, loadAwards, validateAwards } from "./client";
 import { useAwardsEvidence } from "./evidence";
-import { AWARD_TABS, aggregateId, awardHistorySeries, awardPercent, awardPeriod, awardScope, awardsPreviewNote, awardTab, awardTypeLabel, futureAwardDatesNote, money,
+import { AWARD_TABS, aggregateId, awardHistorySeries, awardPercent, awardPeriod, awardScope, awardsCoverageNotes, awardsPreviewNote, awardTab, awardTypeLabel, futureAwardDatesNote, money,
   rankedAggregates } from "./model";
 
 type Item = { kind: "award"; row: AwardRow } | { kind: "aggregate"; row: AwardAggregate } | { kind: "leader"; row: AwardCompanyLeader } | { kind: "locked"; id: string }
@@ -186,7 +187,8 @@ function AwardsView({ width, height, focused, symbol }: PaneProps & { symbol: st
     error: data && !denied ? failed?.message ?? null : null, stale: loaded?.stale,
     info: data?.asOf ? [{ id: "asof", parts: [{ text: `as of ${data.asOf.slice(0, 10)}`, tone: "muted" }] }] : [], hints });
   usePaneNoticeFooter({ registrationId: "awards:notices", focused, notices: [
-    ...(data?.status === "partial" ? ["Procurement coverage is incomplete for the selected scope."] : []),
+    // The same coverage notes `fn AWARDS` prints: what the awards shown may be missing.
+    ...(data ? awardsCoverageNotes(data) : []),
     ...(loaded?.refreshError ? [loaded.refreshError] : []),
     ...(data?.truncated && Object.values(data.truncated).some(Boolean) ? ["Some aggregate history exceeds this response's limit. Narrow the date range or scope."] : []),
     ...(tab === "company" && currencies.length > 1 && !currency ? [`Chart in ${chartCurrency}; select a currency to inspect other obligations.`] : []),
@@ -221,15 +223,16 @@ function AwardsView({ width, height, focused, symbol }: PaneProps & { symbol: st
   if (denied || !data && isCloudSessionRequired(failed?.message)) return <SignInWall placement="awards-signin" action="view government awards" needsVerification={session.needsVerification} />;
   return <Box width={width} height={height} flexDirection="column">
     {strip}
-    <PaneStatusBody loading={paged.loading && !data} error={!data && failed?.message !== AWARDS_UNAVAILABLE ? failed?.message : null}
-      empty={!data && failed?.message === AWARDS_UNAVAILABLE} emptyTitle={AWARDS_UNAVAILABLE} subject="government awards">
-      {data ? <PageStackView focused={focused} detailOpen={!!openId} onBack={() => setOpen(null)} detailTitle={openRow ? truncateToDisplayWidth(openRow.title, Math.max(20, width - 16)) : "Award evidence"}
+    <PageStackView focused={focused} detailOpen={!!openId} onBack={() => setOpen(null)} detailTitle={openRow ? truncateToDisplayWidth(openRow.title, Math.max(20, width - 16)) : "Award evidence"}
         detailContent={openRow ? <AwardDetail key={openRow.id} row={openRow} accessKey={accessKey} width={width} height={bodyHeight - 1} focused={focused} openAward={setOpen} openUpgrade={openUpgrade}
           openChildren={(type) => { setParentId(openRow.id); setTicker(""); setSource(""); setQuery(""); setAgency(""); setSector(""); setCurrency(""); setJurisdiction(""); setRange("all"); setType(type); setOpen(null); setTab("feed"); }} />
           : <PaneStatusBody loading={detail.loading} error={detail.error} empty={!detail.loading && !detail.error} emptyTitle="Award no longer available." subject="award evidence" />}
         rootContent={<DataTableView<Item> columns={columns} items={tab === "company" && !ticker ? [] : items} rootWidth={width} rootHeight={bodyHeight}
+          // A filter change loads under the query bar, which stays.
+          status={data ? undefined : { loading: paged.loading, error: failed?.message !== AWARDS_UNAVAILABLE ? failed?.message : null,
+            empty: failed?.message === AWARDS_UNAVAILABLE, emptyTitle: AWARDS_UNAVAILABLE, subject: "government awards" }}
           focused={focused && !openId && !search.active && !tickerSearch.active} scrollRef={tableScrollRef} onBodyScrollActivity={loadMore}
-          rootBefore={<ChartTableHeader width={width} height={bodyHeight} tableRows={items.length} tableColumns={columns} query={queryBar} chart={chart}
+          rootBefore={<ChartTableHeader width={width} height={bodyHeight} tableRows={items.length} tableColumns={columns} query={queryBar} chart={data ? chart : null}
             figures={tab === "company" && ticker && latest ? [{ id: "total", label: `Obligated ${chartCurrency}`, value: money(latest.cumulativeObligatedAmount) },
               { id: "period", label: "Latest cohort", value: latest.month.slice(0, 7), detail: awardScope(chartSource) }] : undefined} />}
           selection={{ kind: "id", selectedId: selected ? itemId(selected) : null, getId: itemId, onChange: setSelected }} getItemKey={itemId}
@@ -268,7 +271,8 @@ function AwardsView({ width, height, focused, symbol }: PaneProps & { symbol: st
             if (column.id === "recipient") return { text: award.recipient.name, color: colors.textBright };
             if (column.id === "ticker") return award.entity ? { text: award.entity.ticker, content: <Badge label={award.entity.ticker} /> } : missingCell(colors);
             if (column.id === "agency") return { text: award.agency.name, color: colors.text };
-            if (column.id === "country") return { text: award.jurisdiction, color: colors.textDim };
+            // The column has room for the flag beside a code.
+            if (column.id === "country") return withCountryFlag({ text: award.jurisdiction, color: colors.textDim }, award.jurisdiction, desktop);
             if (column.id === "period") return { text: awardPeriod(award), color: colors.textDim };
             if (column.id === "title") return { text: award.title, color: colors.text };
             if (column.id === "ratio") return { text: awardPercent(award), value: award.revenueComparison?.percent ?? null, color: colors.warning, attributes: TextAttributes.BOLD, keepColorWhenSelected: true };
@@ -277,7 +281,6 @@ function AwardsView({ width, height, focused, symbol }: PaneProps & { symbol: st
             return { text: award.revenueComparison?.periodEnd ?? "--", color: colors.textDim };
           }}
           emptyStateTitle={tab === "company" && !ticker ? "Enter a company ticker." : tab === "events" ? "No revenue-comparable awards in this scope." : "No awards match these filters."}
-          bodyAfter={data.locked && desktop ? <LockedOverlay rows={3} text="Upgrade for complete awards and history" onPress={openUpgrade} /> : undefined} />} /> : null}
-    </PaneStatusBody>
+          bodyAfter={data?.locked && desktop ? <LockedOverlay rows={3} text="Upgrade for complete awards and history" onPress={openUpgrade} /> : undefined} />} />
   </Box>;
 }

package/src/plugins/builtin/backtest/export.ts

@@ -15,7 +15,7 @@ export function backtestEquityCsv(report: HeadlessBundleResult, symbol: string,
   const tables = report.sections.flatMap((section): CliReportTable[] => {
     if (!section.rows) return [];
     // The curve's one section, identified as `headlessReportTables` identifies it (no per-row units).
-    const table = exportRowsTable(section.title, section.columns ?? [], section.rows);
+    const table = exportRowsTable(section.title, section.columns ?? [], section.rows, { status: true });
     return [{
       ...table,
       identity: { ...(section.unit ? { currencyOrUnit: section.unit } : {}), ...(section.interval ? { interval: section.interval } : {}) },

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

@@ -5,7 +5,7 @@ import { resolveHeadlessInstrument } from "../shared/headless-market-data";
 import { createBacktestDependencies, loadBacktestHistory } from "./client";
 import { BACKTEST_PRESETS, DEFAULT_PRESET, lookbackYears, resolveRules } from "./presets";
 import { BACKTEST_FRESHNESS, backtestPriceUnit, backtestReport } from "./report";
-import { parseRule } from "./rules";
+import { parseRule, RULE_SYNTAX } from "./rules";
 import { runHistoryBacktest } from "./window";
 
 /** The listing's price unit, as `history` reads it from the quote; null when no quote says. */
@@ -39,8 +39,8 @@ export const backtestHeadless: HeadlessPaneDefinition<"bundle"> = {
   options: [
     { key: "preset", type: "enum", defaultValue: DEFAULT_PRESET.id, description: "Strategy preset, or custom to use --entry and --exit",
       values: [...BACKTEST_PRESETS.map(({ id }) => ({ value: id })), { value: "custom" }] },
-    { key: "entry", type: "string", defaultValue: "", description: "Custom entry rule, for example 'close > sma(200)'" },
-    { key: "exit", type: "string", defaultValue: "", description: "Custom exit rule, for example 'close < sma(200)'" },
+    { key: "entry", type: "string", defaultValue: "", description: `Custom entry rule, for example 'close > sma(200)' or 'weekday == 3'. ${RULE_SYNTAX}` },
+    { key: "exit", type: "string", defaultValue: "", description: "Custom exit rule, for example 'close < sma(200)' or 'weekday == 4'. Same operands and comparisons as --entry" },
     { key: "lookback", type: "enum", defaultValue: "10", values: [{ value: "5" }, { value: "10" }, { value: "max" }], description: "Evaluation years after indicator warmup" },
     { key: "cost", type: "integer", defaultValue: 5, minimum: 0, maximum: 100, description: "Cost per side in basis points" },
     { key: "end", type: "string", defaultValue: "", placeholder: "date", example: "--end 2026-10-16 --json",