gloomberb 0.18.2 → 0.18.4

package/src/plugins/builtin/econ-statistics/view.ts

@@ -2,6 +2,7 @@ import { historySpan, type HistorySpan } from "../shared/history-span";
 import { latestMoveRank, MOVE_HORIZONS, type MoveRank } from "../shared/move-rank";
 import { periodsPerYear, type StatPoint } from "../shared/stat-transform";
 import { sigmaVsTrend } from "../shared/trend";
+import { periodReleasedText, periodStartPeriodicity, releasedText } from "../../../utils/release-date";
 import type { StatBuild } from "./client";
 import type { StatDef } from "./defs";
 
@@ -23,6 +24,14 @@ export interface StatViewModel {
   period: string;
   /** What the latest print is a reading of, in full: "Aug 2026", "Q2 2026", "week ending 2026-10-03", "2026-10-09". */
   reading: string;
+  /** The day the latest print was released (`YYYY-MM-DD`), when FRED says; null for a daily rate. */
+  releasedOn: string | null;
+  /** `released Tue 20 Oct`, or null when the release is not known. */
+  released: string | null;
+  /** The reading and its release, as every macro pane says it: "Sep 2026, released Tue 20 Oct". */
+  readingReleased: string;
+  /** How often a print dated by its period's first day publishes; null for weekly and daily prints. */
+  periodicity: "monthly" | "quarterly" | "annual" | null;
   /** The print before this one, for the direction of the last move. */
   previous: StatPoint | null;
   yearAgo: StatPoint | null;
@@ -130,13 +139,19 @@ export function projectStat(
   // High, low, mean and percentile describe the selected window, like the chart.
   const visible = sliceByRange(points, range);
   const atOrBelow = visible.filter((point) => point.value <= latest.value).length;
+  const reading = formatStatReading(latest.date, perYear);
+  const releasedOn = build.releasedOn ?? null;
 
   return {
     stat,
     range,
     latest,
     period: formatStatPeriod(latest.date, perYear),
-    reading: formatStatReading(latest.date, perYear),
+    reading,
+    releasedOn,
+    released: releasedText(releasedOn, latest.date),
+    readingReleased: periodReleasedText(reading, releasedOn, latest.date),
+    periodicity: periodStartPeriodicity(latest.date, perYear),
     previous,
     yearAgo,
     changeOnPrevious: previous ? latest.value - previous.value : null,

package/src/plugins/builtin/equity-screener/client.ts

@@ -6,7 +6,9 @@ import type {
   ScreenPayload,
   ScreenQuery,
   SavedScreen,
+  ScreenCheckPayload,
 } from "../../../api-client/equity-screener";
+import { screenCheckTicker, validateScreenCheck } from "./screen-check";
 
 type ScreenerClient = Pick<typeof apiClient, "equityScreener">;
 const json = (method: string, body: unknown, init: RequestInit = {}): RequestInit => ({
@@ -22,7 +24,8 @@ export const screenerApi = {
   fields: (signal?: AbortSignal) => apiClient.equityScreener<ScreenFieldsResponse>("fields?include=social,research,attention,hiring-apps,kpis,volatility,dividends", { signal }),
   export: (definition: ScreenDefinition, snapshotId: string) =>
     apiClient.equityScreener<ScreenExportResponse>("export", json("POST", { ...definition, snapshotId }, { headers: { Accept: "application/json" } })),
-  saved: async () => (await apiClient.equityScreener<{ screens: SavedScreen[] }>("saved")).screens,
+  saved: async (signal?: AbortSignal, client: ScreenerClient = apiClient) =>
+    (await client.equityScreener<{ screens: SavedScreen[] }>("saved", { signal })).screens,
   create: async (name: string, definition: ScreenDefinition) =>
     (await apiClient.equityScreener<{ screen: SavedScreen }>("saved", json("POST", { name, definition }))).screen,
   update: async (id: string, revision: number, name: string, definition: ScreenDefinition) =>
@@ -75,9 +78,24 @@ export function validateSavedScreen(screen: SavedScreen): SavedScreen {
   parseScreenDefinition(screen.definition);
   return screen;
 }
-export async function fetchSavedScreens() {
-  const rows = await screenerApi.saved();
+export async function fetchSavedScreens(signal?: AbortSignal, client: ScreenerClient = apiClient) {
+  const rows = await screenerApi.saved(signal, client);
   if (!Array.isArray(rows) || rows.length > 50)
     throw new Error("Invalid saved screen collection.");
   return rows.map(validateSavedScreen);
 }
+
+export async function fetchScreenCheck(
+  definition: ScreenDefinition,
+  tickerText: string,
+  snapshotId?: string,
+  signal?: AbortSignal,
+  client: ScreenerClient = apiClient,
+): Promise<ScreenCheckPayload> {
+  const ticker = screenCheckTicker(tickerText);
+  const parsed = parseScreenDefinition(definition);
+  const payload = await client.equityScreener<ScreenCheckPayload>("check", json("POST", {
+    ...parsed, ...ticker, ...(snapshotId ? { snapshotId } : {}),
+  }, { signal }));
+  return validateScreenCheck(payload, parsed, ticker, snapshotId);
+}

package/src/plugins/builtin/equity-screener/headless.ts

@@ -11,16 +11,18 @@ import { EXTENDED_SESSION_LABELS, type ExtendedSession } from "../../../market-d
 import { buildQuoteKey } from "../../../market-data/selectors";
 import type { Quote } from "../../../types/financials";
 import { formatCurrency, formatPercentRaw } from "../../../utils/format";
-import { fetchScreen } from "./client";
+import { fetchSavedScreens, fetchScreen, fetchScreenCheck } from "./client";
+import { checkRows, screenCheckSummary, screenCheckTicker } from "./screen-check";
 import { overlayScreenQuotes, screenExtendedSessions, sortLiveScreenRows } from "./live";
 import {
   DEFAULT_SCREEN,
   EXAMPLE_SCREEN_DEFINITION,
-  formatScreenValue,
+  formatScreenMetric,
   metricDate,
   parseScreenDefinition,
   screenColumnLabel,
   screenDefinitionSyntax,
+  screenCurrencyEmpty,
   screenLabel,
   screenYtdBase,
   withheldMetricNote,
@@ -71,7 +73,7 @@ function extendedColumn(session: ExtendedSession): HeadlessPaneColumn {
 
 /** A typed `--definition`, checked; every error points at the worked example. */
 function readDefinition(text: string): ScreenDefinition {
-  const pointer = "The example in gloomberb catalog EQS is a valid definition to start from.";
+  const pointer = "The example in gloom catalog EQS is a valid definition to start from.";
   let value: unknown;
   try {
     value = JSON.parse(text);
@@ -90,6 +92,26 @@ export const equityScreenerHeadless: HeadlessPaneDefinition<"bundle"> = {
   freshness: { status: "not-a-feed", basis: "screener snapshot" },
   argument: { kind: "none" },
   options: [
+    {
+      key: "check",
+      type: "string",
+      placeholder: "ticker",
+      description: "Check one ticker against every criterion, including the screen's currency filter.",
+      example: "--check NVDA",
+      shot: { reportOnly: "checks a ticker against the screen; use Check ticker in the EQS pane" },
+      normalize: (value) => {
+        screenCheckTicker(value);
+        return value.trim();
+      },
+    },
+    {
+      key: "saved",
+      type: "string",
+      placeholder: "id-or-name",
+      description: "Use a saved screen by ID or exact name. Cannot be combined with --definition.",
+      shot: { reportOnly: "opens a saved screen for the report; open it from Saved in the EQS pane" },
+      replaces: ["definition"],
+    },
     {
       key: "definition",
       type: "string",
@@ -123,9 +145,50 @@ export const equityScreenerHeadless: HeadlessPaneDefinition<"bundle"> = {
     ],
   },
   async load(args, ctx) {
-    const definition = args.options.definition
+    if (args.options.saved && args.options.definition) throw new Error("Choose --saved or --definition, not both.");
+    let definition = args.options.definition
       ? readDefinition(String(args.options.definition))
       : DEFAULT_SCREEN;
+    let savedName: string | undefined;
+    if (args.options.saved) {
+      const screens = await fetchSavedScreens(ctx.signal, ctx.apiClient);
+      const wanted = String(args.options.saved).trim();
+      const byId = screens.find((screen) => screen.id === wanted);
+      const matches = byId ? [byId] : screens.filter((screen) => screen.name.toLowerCase() === wanted.toLowerCase());
+      if (matches.length !== 1) throw new Error(matches.length
+        ? `More than one saved screen is named ${JSON.stringify(wanted)}. Use its ID with --saved.`
+        : `Saved screen ${JSON.stringify(wanted)} was not found. Open Saved in EQS to see your screens.`);
+      definition = matches[0]!.definition;
+      savedName = matches[0]!.name;
+    }
+    if (args.options.check) {
+      const data = await fetchScreenCheck(definition, String(args.options.check), undefined, ctx.signal, ctx.apiClient);
+      return {
+        freshness: { asOf: data.snapshot.assembledAt },
+        complete: data.status === "available" && data.warnings.length === 0,
+        errors: data.warnings,
+        sections: data.criteria.length === 0 ? [{
+          title: data.row ? `${data.row.symbol}:${data.row.exchange}` : data.symbol,
+          entries: [{ label: "Result", value: screenCheckSummary(data) }],
+        }] : [{
+          title: `${data.row ? `${data.row.symbol}:${data.row.exchange}` : data.symbol} · ${screenCheckSummary(data)}`,
+          columns: [
+            { key: "criterion", header: "Criterion" },
+            { key: "value", header: "Value", align: "right" as const },
+            { key: "result", header: "Result" },
+            { key: "asOf", header: "As of" },
+            { key: "state", header: "State" },
+            { key: "reason", header: "Reason", underRow: true },
+          ],
+          rows: checkRows(data),
+        }],
+        metadata: {
+          definition: data.definition, snapshot: data.snapshot, symbol: data.symbol,
+          listing: data.row, matches: data.matches, status: data.status,
+          criteria: data.criteria, ...(savedName ? { savedScreen: savedName } : {}),
+        },
+      };
+    }
     const data = await fetchScreen(definition, null, ctx.signal, ctx.apiClient);
     const metric = (args.options.metric ?? "marketCap") as NumericField;
     // Last, Chg% and market cap are the regular session, as `quote` and the
@@ -141,6 +204,14 @@ export const equityScreenerHeadless: HeadlessPaneDefinition<"bundle"> = {
     const kpiGaps = !withheld && missing > 0 && (KPI_FIELDS as readonly string[]).includes(metric)
       ? [`${missing} of ${rows.length} ${rows.length === 1 ? "row has" : "rows have"} no ${screenLabel(metric)}. ${KPI_COVERAGE_NOTE}`]
       : [];
+    // A CAD screen of listings quoted in USD is empty for its currency, not for want of companies: say so, and give the screen in USD.
+    const currencyEmpty = rows.length === 0 ? screenCurrencyEmpty(data.definition, data.universe) : null;
+    const empty = currencyEmpty
+      ? [
+        `${currencyEmpty.title} ${currencyEmpty.detail}`,
+        `In the base currency, ${currencyEmpty.base.currency}: gloom fn EQS --definition '${spacedJson(currencyEmpty.base)}'${metric === "marketCap" ? "" : ` --metric ${metric}`}`,
+      ].join("\n")
+      : null;
     // Payload status also counts ordinary per-field sparsity; only generation
     // warnings are failures, and more pages are not an error.
     return {
@@ -151,6 +222,7 @@ export const equityScreenerHeadless: HeadlessPaneDefinition<"bundle"> = {
       sections: [
         {
           title: "Matching equities",
+          ...(empty ? { empty } : {}),
           columns: [
             { key: "symbol", header: "Symbol" },
             { key: "exchange", header: "Exchange" },
@@ -180,7 +252,7 @@ export const equityScreenerHeadless: HeadlessPaneDefinition<"bundle"> = {
               extendedPrice: row.extended?.price ?? null,
               extendedChangePercent: row.extended?.changePercent ?? null,
               ...(row.extended?.mark ? { extendedMark: true } : {}),
-              value: formatScreenValue(metric, observation.value),
+              value: formatScreenMetric(metric, observation),
               unit: observation.unit,
               percentile:
                 observation.percentile.value == null

package/src/plugins/builtin/equity-screener/live.ts

@@ -119,7 +119,7 @@ const LIVE_SORT_FIELDS: ReadonlySet<string> = new Set(["price", "changePercent",
  * Rows in the screen's order by the figures they show. A sort on a field the
  * quotes move (price, change, volume, market cap) is redone on the overlaid
  * values, so the column reads monotone: GRAB's snapshot cap, two closes old,
- * kept it above MANH after its quote moved it below (GLO-754). Rows without a
+ * kept it above MANH after its quote moved it below. Rows without a
  * value stay last, and ties keep the snapshot's order. Any other sort is the
  * snapshot's, which the overlay does not touch.
  */

package/src/plugins/builtin/equity-screener/model.ts

@@ -21,6 +21,7 @@ import { yearToDateBaseLabel } from "../../../market-data/market/year-to-date";
 import { canonicalExchange } from "../../../utils/exchanges";
 import { LATEST_DISTRIBUTION, TRAILING_DIVIDEND_BASIS } from "../../../utils/forward-dividend";
 import { formatCompact, formatNumber } from "../../../utils/format";
+import { formatPriceEarnings, NOT_MEANINGFUL } from "../../../utils/price-earnings";
 import { kpiFreeLimitNote } from "../company-kpis/model";
 
 /**
@@ -135,6 +136,11 @@ export function formatScreenValue(field: NumericField, value: number | null): st
   return SIGNED.has(field) && value > 0 && fixed !== "0.0" ? `+${fixed}` : fixed;
 }
 
+/** A row's metric as a cell prints it: N/M for a multiple that is not meaningful, as RV and `valuation` print it. */
+export function formatScreenMetric(field: NumericField, metric: Pick<ScreenMetric, "value" | "notMeaningful">): string {
+  return metric.value == null && metric.notMeaningful ? formatPriceEarnings(NOT_MEANINGFUL) : formatScreenValue(field, metric.value);
+}
+
 /**
  * A row's dividend yield basis, in the words `ticker` and `DVD` use. Gloom
  * Cloud serves each row's statistics yield as it is stated, forward for most
@@ -192,6 +198,34 @@ export const DEFAULT_SCREEN: ScreenDefinition = {
   criteria: [{ field: "marketCap", op: "gte", value: 10_000_000_000 }],
   sort: { field: "marketCap", direction: "desc" },
 };
+
+/**
+ * Why a screen with a currency found nothing, when the currency may be why:
+ * `currency` keeps the listings quoted in it and converts nothing, so a CAD
+ * screen of listings quoted in USD reads as no company at all. `title` says
+ * which listings it kept, `detail` that it converts nothing and what the
+ * covered listings are quoted in, and `base` is the same screen in the base
+ * currency the default screen uses (USD), to run instead. Null for a screen
+ * in that currency or with none.
+ */
+export function screenCurrencyEmpty(
+  definition: ScreenDefinition,
+  universe: Pick<ScreenPayload["universe"], "covered" | "currencies">,
+): { title: string; detail: string; base: ScreenDefinition } | null {
+  const currency = definition.currency;
+  const baseCurrency = DEFAULT_SCREEN.currency!;
+  if (!currency || currency === baseCurrency) return null;
+  const quoted = universe.currencies.filter(Boolean);
+  const none = quoted.length > 0 && !quoted.includes(currency);
+  return {
+    title: none
+      ? `None of the ${universe.covered.toLocaleString("en-US")} covered listings is quoted in ${currency}.`
+      : `No listing quoted in ${currency} matches.`,
+    detail: `Currency ${currency} keeps only the listings quoted in ${currency} and converts nothing${none ? `; the covered listings are quoted in ${quoted.join(", ")}` : ""}.`,
+    base: { ...definition, currency: baseCurrency },
+  };
+}
+
 export const screenRowId = (row: Pick<ScreenRow, "symbol" | "exchange">) =>
   `${canonicalExchange(row.exchange)}:${row.symbol}`;
 export const screenLabel = (field: string) =>