gloomberb 0.18.2 → 0.18.4

package/src/plugins/builtin/equity-screener/pane.tsx

@@ -3,8 +3,10 @@ import {
   Box,
   ScrollBox,
   useRendererHost,
+  useUiCapabilities,
   type ScrollBoxRenderable,
 } from "../../../ui";
+import { withCompanyLogo } from "../../../components/company-logo";
 import {
   Button,
   confirmDialog,
@@ -52,6 +54,7 @@ import { useSampledValue } from "../../../state/hooks/live-ticker-financials";
 import { usePlanAccess } from "../../../api-client/plan-access";
 import { SignInWall } from "../cloud/auth-actions";
 import { CriterionEditor } from "./criterion-editor";
+import { ScreenTickerCheck } from "./ticker-check";
 import {
   fetchSavedScreens,
   fetchScreenFields,
@@ -63,12 +66,15 @@ import {
   criterionText,
   DEFAULT_SCREEN,
   dividendYieldBasis,
+  formatScreenMetric,
   formatScreenValue,
   metricDate,
   parseScreenDefinition,
   resultFields,
   SIGN_COLORED,
   screenColumnLabel,
+  screenCurrencyEmpty,
+  screenDefinitionKey,
   screenLabel,
   screenRowId,
   screenYtdBase,
@@ -182,7 +188,7 @@ function ScreenDetail({
               <KeyValueRow
                 label={screenLabel(field)}
                 labelWidth={24}
-                value={`${formatScreenValue(field, metric.value)} ${metric.unit}`}
+                value={metric.value == null && metric.notMeaningful ? formatScreenMetric(field, metric) : `${formatScreenValue(field, metric.value)} ${metric.unit}`}
                 detail={
                   metric.value === null
                     ? (metric.reason ?? "unavailable")
@@ -241,6 +247,7 @@ function EquityScreenView({
   const colors = useThemeColors(),
     dialog = useDialog(),
     host = useRendererHost();
+  const logos = useUiCapabilities().nativePaneChrome === true;
   const { notify } = usePluginAppActions();
   const openDescription = useOpenDescription();
   const session = useResearchCloudSession(),
@@ -274,6 +281,10 @@ function EquityScreenView({
   const [saveForm, setSaveForm] = useState(false),
     [name, setName] = useState("");
   const [actionError, setActionError] = useState<string | null>(null);
+  const [check, setCheck] = useState<{
+    definition: ScreenDefinition;
+    snapshotId?: string;
+  } | null>(null);
   const fields = useAsyncResource(loadFields);
   const savedLoader = useCallback(
     () => fetchSavedScreens(),
@@ -354,11 +365,14 @@ function EquityScreenView({
   const extendedSessions = screenExtendedSessions(rows);
   // YTD names the close it is measured from, `31 Dec`.
   const ytdBase = screenYtdBase(snapshotRows, data?.snapshot?.assembledAt);
+  // A screen its currency emptied says so, not that no company matches.
+  const currencyEmpty = data && data.rows.length === 0 ? screenCurrencyEmpty(data.definition, data.universe) : null;
   const columns = resultColumns(width, definition, metric, staleFocus, extendedSessions, ytdBase);
   const apply = (next: ScreenDefinition) => {
     try {
       setDefinition(parseScreenDefinition(next));
       setOpenId(null);
+      setCheck(null);
       setActionError(null);
     } catch (error) {
       setActionError(errorText(error));
@@ -368,11 +382,22 @@ function EquityScreenView({
     setMode(next);
     setEditing(null);
     setSaveForm(false);
+    setCheck(null);
     setActionError(null);
   };
   const research = () => {
     if (selected) openDescription(selected.symbol, selected.exchange);
   };
+  const startCheck = () => {
+    setCheck({
+      definition,
+      snapshotId: data?.snapshot && screenDefinitionKey(data.definition) === screenDefinitionKey(definition)
+        ? data.snapshot.id
+        : undefined,
+    });
+    setActionError(null);
+  };
+  const checkHint = { id: "check", key: "t", label: "check ticker", title: "Check ticker", onPress: startCheck, disabled: false };
   const startSave = () => {
     if (!access.emailVerified) { switchMode("saved"); return; }
     setName(currentSaved?.name ?? "");
@@ -469,7 +494,7 @@ function EquityScreenView({
   useAutoRefresh(results.updatedAt, results.load);
   const openQueryControl = () => queryControl.current?.open();
   const hints =
-    saveForm || editing !== null
+    saveForm || editing !== null || check
       ? []
       : mode === "criteria"
         ? [
@@ -496,6 +521,7 @@ function EquityScreenView({
                 }),
               disabled: !definition.criteria.length,
             },
+            checkHint,
           ]
         : mode === "saved"
           ? [
@@ -515,6 +541,7 @@ function EquityScreenView({
                 ? [{ id: "metric", key: "m", label: "etric", onPress: openQueryControl }]
                 : []),
               { id: "save", key: "s", label: "ave screen", onPress: startSave },
+              checkHint,
               {
                 id: "export",
                 key: "x",
@@ -535,7 +562,7 @@ function EquityScreenView({
             ];
   usePaneFooter(
     "equity-screener",
-    () => ({
+    () => check ? null : ({
       info: [
         ...(results.loading || results.loadingMore
           ? [
@@ -591,11 +618,13 @@ function EquityScreenView({
       saving,
       exporting,
       hints,
+      check,
     ],
   );
   usePaneNoticeFooter({
     registrationId: "equity-screener:notices",
     focused,
+    enabled: !check,
     notices: [
       ...(data?.warnings ?? []),
       ...(opened?.warnings ?? []),
@@ -647,6 +676,7 @@ function EquityScreenView({
       event.targetEditable ||
       event.ctrl ||
       event.meta ||
+      check ||
       editing !== null
     )
       return;
@@ -676,7 +706,7 @@ function EquityScreenView({
     tabs: TABS,
     activeValue: mode,
     onSelect: switchMode,
-    focused: focused && !saveForm && editing === null,
+    focused: focused && !saveForm && editing === null && !check,
     dense: true,
   });
   const bodyHeight = Math.max(5, height - 1 - tabRows);
@@ -889,11 +919,8 @@ function EquityScreenView({
         </PaneStatusBody>
       )
     ) : (
-      <PaneStatusBody
-        loading={results.loading && !data}
-        error={!data ? results.error : null}
-        subject="equity screen"
-      >
+      // The metric stays above the results while a new sort loads.
+      <>
         {!opened ? (
           <QueryBar
             width={width}
@@ -918,112 +945,127 @@ function EquityScreenView({
             }]}
           />
         ) : null}
-        <DataTableStackView
-          columns={columns}
-          items={rows}
-          focused={focused && !saveForm}
-          rootWidth={width}
-          rootHeight={bodyHeight - 1}
-          scrollRef={tableScroll}
-          onBodyScrollActivity={loadMore}
-          resetScrollKey={JSON.stringify(definition)}
-          visibleRangeKey={JSON.stringify(definition)}
-          onVisibleRangeChange={setVisibleRange}
-          getItemKey={screenRowId}
-          selection={{
-            kind: "id",
-            selectedId: selectedId ?? (rows[0] ? screenRowId(rows[0]) : null),
-            getId: screenRowId,
-            onChange: setSelectedId,
-          }}
-          onActivate={(row) => setOpenId(screenRowId(row))}
-          detailOpen={!!opened}
-          onBack={() => setOpenId(null)}
-          detailTitle={opened?.name ?? opened?.symbol}
-          detailContent={
-            opened ? (
-              <ScreenDetail
-                row={opened}
-                width={width}
-                height={bodyHeight - 2}
-              />
-            ) : null
-          }
-          renderCell={(row, column) => {
-            if (column.id.startsWith(EXTENDED_COLUMN_PREFIX)) {
-              // The extended print's move from the close in PRICE and CHG%.
-              const move = screenExtendedMove(row, column.id.slice(EXTENDED_COLUMN_PREFIX.length) as ExtendedSession);
-              return move == null
-                ? { text: "--", color: colors.textDim }
-                : { text: formatPercentRaw(move), color: priceColor(move, colors) };
+        <PaneStatusBody
+          loading={results.loading && !data}
+          error={!data ? results.error : null}
+          subject="equity screen"
+        >
+          <DataTableStackView
+            columns={columns}
+            items={rows}
+            focused={focused && !saveForm}
+            rootWidth={width}
+            rootHeight={bodyHeight - 1}
+            scrollRef={tableScroll}
+            onBodyScrollActivity={loadMore}
+            resetScrollKey={JSON.stringify(definition)}
+            visibleRangeKey={JSON.stringify(definition)}
+            onVisibleRangeChange={setVisibleRange}
+            getItemKey={screenRowId}
+            selection={{
+              kind: "id",
+              selectedId: selectedId ?? (rows[0] ? screenRowId(rows[0]) : null),
+              getId: screenRowId,
+              onChange: setSelectedId,
+            }}
+            onActivate={(row) => setOpenId(screenRowId(row))}
+            detailOpen={!!opened}
+            onBack={() => setOpenId(null)}
+            detailTitle={opened?.name ?? opened?.symbol}
+            detailContent={
+              opened ? (
+                <ScreenDetail
+                  row={opened}
+                  width={width}
+                  height={bodyHeight - 2}
+                />
+              ) : null
             }
-            const field = column.id.startsWith("m:")
-              ? (column.id.slice(2) as NumericField)
-              : null;
-            if (field) {
-              const observation = row.metrics[field];
-              const change = SIGN_COLORED.has(field) && observation.value != null
-                // A move that prints 0.0 stays neutral.
-                ? priceColor(Math.abs(observation.value) < 0.05 ? 0 : observation.value, colors)
-                : undefined;
-              return {
-                text: formatScreenValue(field, observation.value),
-                color: observation.state === "stale" ? colors.warning : change,
-              };
+            renderCell={(row, column) => {
+              if (column.id.startsWith(EXTENDED_COLUMN_PREFIX)) {
+                // The extended print's move from the close in PRICE and CHG%.
+                const move = screenExtendedMove(row, column.id.slice(EXTENDED_COLUMN_PREFIX.length) as ExtendedSession);
+                return move == null
+                  ? { text: "--", color: colors.textDim }
+                  : { text: formatPercentRaw(move), color: priceColor(move, colors) };
+              }
+              const field = column.id.startsWith("m:")
+                ? (column.id.slice(2) as NumericField)
+                : null;
+              if (field) {
+                const observation = row.metrics[field];
+                const change = SIGN_COLORED.has(field) && observation.value != null
+                  // A move that prints 0.0 stays neutral.
+                  ? priceColor(Math.abs(observation.value) < 0.05 ? 0 : observation.value, colors)
+                  : undefined;
+                return {
+                  text: formatScreenMetric(field, observation),
+                  color: observation.state === "stale" ? colors.warning : change,
+                };
+              }
+              const focus = row.metrics[metric];
+              if (column.id === "percentile")
+                return { text: rank(focus.percentile.value) };
+              if (column.id === "date")
+                return focus.state === "stale"
+                  ? { text: metricDate(focus).text, color: colors.warning }
+                  : { text: "" };
+              if (column.id === "name") return withCompanyLogo({ text: row.name ?? "--" }, row.name ? row : null, logos);
+              return { text: String(row[column.id as "symbol"] ?? "--") };
+            }}
+            sortColumnId={
+              (NUMERIC_FIELDS as readonly string[]).includes(definition.sort.field)
+                ? `m:${definition.sort.field}`
+                : definition.sort.field
             }
-            const focus = row.metrics[metric];
-            if (column.id === "percentile")
-              return { text: rank(focus.percentile.value) };
-            if (column.id === "date")
-              return focus.state === "stale"
-                ? { text: metricDate(focus).text, color: colors.warning }
-                : { text: "" };
-            if (column.id === "name") return { text: row.name ?? "--" };
-            return { text: String(row[column.id as "symbol"] ?? "--") };
-          }}
-          sortColumnId={
-            (NUMERIC_FIELDS as readonly string[]).includes(definition.sort.field)
-              ? `m:${definition.sort.field}`
-              : definition.sort.field
-          }
-          sortDirection={definition.sort.direction}
-          onHeaderClick={(id) => {
-            const field = id.startsWith("m:")
-              ? (id.slice(2) as NumericField)
-              : id === "percentile" || id === "date"
-                ? metric
-                : ["symbol", "sector", "exchange"].includes(id)
-                  ? (id as ScreenField)
-                  : null;
-            if (!field) return;
-            if ((NUMERIC_FIELDS as readonly string[]).includes(field))
-              setMetric(field as NumericField);
-            apply({
-              ...definition,
-              sort: {
-                field,
-                direction:
-                  definition.sort.field === field &&
-                  definition.sort.direction === "desc"
-                    ? "asc"
-                    : "desc",
-              },
-            });
-          }}
-          emptyStateTitle="No equities match this screen."
-        />
-      </PaneStatusBody>
+            sortDirection={definition.sort.direction}
+            onHeaderClick={(id) => {
+              const field = id.startsWith("m:")
+                ? (id.slice(2) as NumericField)
+                : id === "percentile" || id === "date"
+                  ? metric
+                  : ["symbol", "sector", "exchange"].includes(id)
+                    ? (id as ScreenField)
+                    : null;
+              if (!field) return;
+              if ((NUMERIC_FIELDS as readonly string[]).includes(field))
+                setMetric(field as NumericField);
+              apply({
+                ...definition,
+                sort: {
+                  field,
+                  direction:
+                    definition.sort.field === field &&
+                    definition.sort.direction === "desc"
+                      ? "asc"
+                      : "desc",
+                },
+              });
+            }}
+            emptyStateTitle={currencyEmpty?.title ?? "No equities match this screen."}
+            emptyStateHint={currencyEmpty ? `${currencyEmpty.detail} Choose ${currencyEmpty.base.currency} to screen in the base currency.` : undefined}
+          />
+        </PaneStatusBody>
+      </>
     );
   return (
     <Box width={width} height={height} flexDirection="column">
       {tabStrip}
       <PageStackView
         focused={focused}
-        detailOpen={saveForm}
-        onBack={() => setSaveForm(false)}
-        detailTitle="Save screen"
+        detailOpen={saveForm || !!check}
+        onBack={() => { setSaveForm(false); setCheck(null); }}
+        detailTitle={check ? "Check ticker" : "Save screen"}
         rootContent={body}
-        detailContent={saveForm ? saveContent : null}
+        detailContent={check ? (
+          <ScreenTickerCheck
+            definition={check.definition}
+            snapshotId={check.snapshotId}
+            width={width}
+            height={bodyHeight - 1}
+            focused={focused}
+          />
+        ) : saveForm ? saveContent : null}
       />
     </Box>
   );

package/src/plugins/builtin/equity-screener/screen-check.ts

@@ -0,0 +1,90 @@
+import type { ScreenCheckPayload, ScreenCriterion, ScreenDefinition } from "../../../api-client/equity-screener";
+import { canonicalExchange, parsePublicTickerKey } from "../../../utils/exchanges";
+import { criterionText, parseScreenDefinition, screenDefinitionKey, screenLabel } from "./model";
+
+/** One listing, with the same exchange aliases the rest of the app accepts. */
+export function screenCheckTicker(text: string): { symbol: string; exchange?: string } {
+  const ticker = parsePublicTickerKey(text.trim());
+  if (!/^[A-Z0-9][A-Z0-9./-]{0,31}$/.test(ticker.symbol)
+    || (ticker.exchange !== undefined && !/^[A-Z0-9_-]{1,24}$/.test(ticker.exchange)))
+    throw new Error("Enter one ticker, such as NVDA or NVDA:NASDAQ.");
+  return ticker;
+}
+
+const dated = (value: unknown): value is string => typeof value === "string" && Number.isFinite(Date.parse(value));
+const nullableText = (value: unknown) => value === null || typeof value === "string";
+// Stored equity listings share one identity across share-class separators.
+const listingSymbol = (symbol: string) => symbol.replace(/[./]/g, "-");
+
+/** Reject a response for another definition, listing or snapshot before showing its verdict. */
+export function validateScreenCheck(
+  value: unknown,
+  definition: ScreenDefinition,
+  ticker: { symbol: string; exchange?: string },
+  snapshotId?: string,
+): ScreenCheckPayload {
+  const data = value as ScreenCheckPayload;
+  const invalid = () => new Error("Invalid ticker check response. Refresh the screen and try again.");
+  if (!data || data.version !== 1 || !["available", "partial", "not-covered"].includes(data.status)
+    || data.symbol !== ticker.symbol || !Array.isArray(data.criteria)
+    || !Array.isArray(data.warnings) || data.warnings.some((warning) => typeof warning !== "string")
+    || !data.snapshot || typeof data.snapshot.id !== "string"
+    || !dated(data.snapshot.assembledAt) || !dated(data.snapshot.expiresAt)
+    || Date.parse(data.snapshot.expiresAt) <= Date.parse(data.snapshot.assembledAt)
+    || (snapshotId !== undefined && data.snapshot.id !== snapshotId)) throw invalid();
+  if (screenDefinitionKey(data.definition) !== screenDefinitionKey(definition)) throw invalid();
+  const expected: ScreenCriterion[] = [
+    ...(definition.currency ? [{ field: "currency", op: "in", value: [definition.currency] } as ScreenCriterion] : []),
+    ...parseScreenDefinition(definition).criteria,
+  ];
+  if (data.criteria.length !== expected.length) throw invalid();
+  const covered = data.status !== "not-covered";
+  if (covered) {
+    if (!data.row || typeof data.row.symbol !== "string" || listingSymbol(data.row.symbol) !== listingSymbol(ticker.symbol) || typeof data.row.exchange !== "string"
+      || (ticker.exchange && canonicalExchange(data.row.exchange) !== ticker.exchange)
+      || ![data.row.name, data.row.currency, data.row.sector, data.row.industry].every(nullableText)
+      || typeof data.matches !== "boolean") throw invalid();
+  } else if (data.row !== null || data.matches !== null) throw invalid();
+  for (let i = 0; i < expected.length; i++) {
+    const entry = data.criteria[i]!;
+    if (!entry || typeof entry.implicit !== "boolean" || entry.implicit !== (i === 0 && !!definition.currency)
+      || !["available", "partial", "stale", "unavailable", "missing", "not-covered"].includes(entry.state)
+      || typeof entry.unit !== "string" || !nullableText(entry.reason)
+      || (entry.asOf !== null && !dated(entry.asOf))
+      || (entry.observedAt !== null && !dated(entry.observedAt))
+      || (entry.value !== null && typeof entry.value !== "string" && (typeof entry.value !== "number" || !Number.isFinite(entry.value)))
+      || (covered ? typeof entry.passes !== "boolean" : entry.passes !== null || entry.value !== null || entry.state !== "not-covered")) throw invalid();
+    // Parsing normalizes object key order and category lists on both sides.
+    const one = (criterion: ScreenCriterion) => screenDefinitionKey({ ...definition, criteria: [criterion] });
+    if (one(entry.criterion) !== one(expected[i]!)) throw invalid();
+  }
+  if (covered && data.matches !== data.criteria.every((entry) => entry.passes)) throw invalid();
+  return data;
+}
+
+const number = (value: number) => value.toLocaleString("en-US", { maximumSignificantDigits: 21 });
+function checkCriterionText(criterion: ScreenCriterion): string {
+  if (!("value" in criterion) || criterion.op === "in") return criterionText(criterion);
+  const operators = { gte: ">=", lte: "<=", gt: ">", lt: "<", eq: "=", between: "between" };
+  const threshold = Array.isArray(criterion.value) ? criterion.value.map(number).join(", ") : number(criterion.value);
+  return `${screenLabel(criterion.field)} ${operators[criterion.op]} ${threshold}`;
+}
+
+/** The verdict uses stored screening values, never the live quote overlaid on Results. */
+export function screenCheckSummary(data: ScreenCheckPayload): string {
+  return data.matches === null ? "Not covered" : data.matches ? "Passes all criteria" : "Does not match";
+}
+
+export function checkRows(data: ScreenCheckPayload) {
+  return data.criteria.map((entry, index) => ({
+    id: String(index),
+    criterion: checkCriterionText(entry.criterion),
+    value: entry.state === "not-covered" ? "Not covered" : entry.value === null ? "Missing" : typeof entry.value === "number"
+      ? `${number(entry.value)}${entry.unit ? ` ${entry.unit}` : ""}` : entry.value,
+    result: entry.passes === null ? "Not evaluated" : entry.passes ? "Pass" : "Fail",
+    asOf: entry.asOf?.slice(0, 10) ?? (entry.observedAt ? `${entry.observedAt.slice(0, 10)} (collected)` : "--"),
+    state: entry.state,
+    reason: entry.reason,
+    passes: entry.passes,
+  }));
+}

package/src/plugins/builtin/equity-screener/ticker-check.tsx

@@ -0,0 +1,148 @@
+import { useCallback, useEffect, useRef, useState } from "react";
+import { Box } from "../../../ui";
+import {
+  DataTableView,
+  QueryBar,
+  StatGrid,
+  statGridRows,
+  usePaneFooter,
+  usePaneNoticeFooter,
+  useQueryBarSearch,
+  type DataTableColumn,
+  type StatItem,
+} from "../../../components";
+import { FILL_REST } from "../../../components/ui/fill";
+import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
+import { useAsyncResource } from "../../../public/react";
+import { isAccessDenied } from "../../../api-client/errors";
+import type { ScreenDefinition } from "../../../api-client/equity-screener";
+import { useThemeColors } from "../../../theme/theme-context";
+import { fetchScreenCheck } from "./client";
+import { checkRows, screenCheckSummary } from "./screen-check";
+
+interface ScreenTickerCheckProps {
+  definition: ScreenDefinition;
+  snapshotId?: string;
+  width: number;
+  height: number;
+  focused: boolean;
+  fetcher?: typeof fetchScreenCheck;
+}
+
+/** A check keeps the screen's snapshot; streaming prices never change its decisions. */
+export function ScreenTickerCheck({
+  definition,
+  snapshotId,
+  width,
+  height,
+  focused,
+  fetcher = fetchScreenCheck,
+}: ScreenTickerCheckProps) {
+  const colors = useThemeColors();
+  const [draft, setDraft] = useState("");
+  const [ticker, setTicker] = useState<string | null>(null);
+  const search = useQueryBarSearch();
+  const controller = useRef<AbortController | null>(null);
+  const loader = useCallback(async () => {
+    controller.current?.abort();
+    const request = new AbortController();
+    controller.current = request;
+    return fetcher(definition, ticker!, snapshotId, request.signal);
+  }, [definition, fetcher, snapshotId, ticker]);
+  useEffect(() => () => controller.current?.abort(), [loader]);
+  useEffect(() => { search.focus(); }, [search.focus]);
+  const resource = useAsyncResource(ticker ? loader : null, { clearOnError: isAccessDenied });
+  const { data, loading, error } = resource;
+  const submit = (value: string) => {
+    const next = value.trim();
+    if (!next) return;
+    search.blur();
+    if (next === ticker) void resource.reload();
+    else setTicker(next);
+  };
+  usePaneRefreshKey(() => { void resource.reload(); }, { focused, enabled: !!ticker && !search.active });
+  usePaneFooter("equity-screener:check", () => ({
+    info: [
+      ...(loading ? [{ id: "loading", parts: [{ text: "checking ticker", tone: "muted" as const }] }] : []),
+      ...(data ? [{
+        id: "snapshot",
+        parts: [{ text: `snapshot ${data.snapshot.assembledAt.slice(0, 16).replace("T", " ")} UTC`, tone: "muted" as const }],
+      }] : []),
+    ],
+    hints: [{
+      id: "check",
+      key: "c",
+      label: "heck ticker",
+      onPress: () => submit(draft),
+      disabled: !draft.trim() || loading,
+    }],
+  }), [draft, ticker, loading, data, submit]);
+  usePaneNoticeFooter({
+    registrationId: "equity-screener:check-notices",
+    focused,
+    notices: [...(data?.warnings ?? []), ...(error ? [error] : [])],
+  });
+  const rows = data ? checkRows(data) : [];
+  const columns: DataTableColumn[] = [
+    { id: "criterion", label: "Criterion", width: Math.max(26, ...rows.map((row) => row.criterion.length)), flexGrow: 1, align: "left" },
+    { id: "value", label: "Value", width: Math.max(12, ...rows.map((row) => row.value.length)), align: "right" },
+    { id: "result", label: "Result", width: Math.max(6, ...rows.map((row) => row.result.length)), align: "left" },
+    { id: "asOf", label: "As of", width: Math.max(10, ...rows.map((row) => row.asOf.length)), align: "left" },
+    ...(rows.some((row) => row.state !== "available" && row.state !== "missing")
+      ? [{ id: "state", label: "Data", width: 12, align: "left" as const }]
+      : []),
+    ...(rows.some((row) => row.reason)
+      ? [{ id: "reason", label: "Reason", width: 30, align: "left" as const }]
+      : []),
+  ];
+  const stats: StatItem[] = data ? [
+    { label: "Listing", value: data.row ? `${data.row.symbol}:${data.row.exchange}` : data.symbol, detail: data.row?.name ?? undefined },
+    { label: "Result", value: screenCheckSummary(data), tone: data.matches === null ? "muted" : data.matches ? "positive" : "negative" },
+  ] : [];
+  return (
+    <Box width={width} flexDirection="column" {...FILL_REST}>
+      <QueryBar
+        width={width}
+        filters={[{
+          kind: "text",
+          id: "ticker",
+          label: "Ticker",
+          value: draft,
+          onChange: setDraft,
+          placeholder: "NVDA or NVDA:NASDAQ",
+          focused,
+          ...search.searchProps,
+          debounceMs: 0,
+          width: 24,
+          onSubmit: submit,
+        }]}
+      />
+      {data ? <StatGrid width={width} items={stats} /> : null}
+      <DataTableView
+        columns={columns}
+        items={rows}
+        getItemKey={(row) => row.id}
+        selection={{ kind: "none" }}
+        focused={focused && !search.active}
+        rootWidth={width}
+        rootHeight={Math.max(1, height - 1 - statGridRows(stats, width))}
+        status={{
+          loading: loading && !data,
+          error: !data ? error : null,
+          empty: !ticker,
+          subject: "ticker check",
+          emptyTitle: "Enter a ticker to check this screen.",
+        }}
+        renderCell={(row, column) => ({
+          text: column.id === "reason" ? row.reason ?? "--" : row[column.id as "criterion" | "value" | "result" | "asOf" | "state"],
+          color: column.id === "result"
+            ? row.passes === null ? colors.textMuted : row.passes ? colors.positive : colors.negative
+            : column.id === "reason" || column.id === "state" || column.id === "asOf" ? colors.textMuted : colors.text,
+        })}
+        sortColumnId={null}
+        sortDirection="asc"
+        emptyStateTitle="No criteria in this screen."
+      />
+    </Box>
+  );
+}

package/src/plugins/builtin/estimate-revisions/headless.ts

@@ -1,5 +1,6 @@
 import type { HeadlessPaneDefinition } from "../../../types/plugin";
 import { explainRefusal } from "../shared/cloud-denied";
+import { DATE_OPTION_EXAMPLES } from "../../../utils/calendar-date";
 import { fetchEstimates } from "./client";
 import { estimateRevisionsLockNote } from "./lock-note";
 import { estimateCurrent, periodLabel, pinnedEstimatePeriods } from "./model";
@@ -15,7 +16,7 @@ export const estimateRevisionsHeadless: HeadlessPaneDefinition<"bundle"> = {
     {
       key: "period",
       type: "string",
-      description: "Optional fiscal end date, YYYY-MM-DD.",
+      description: `Optional fiscal end date, as ${DATE_OPTION_EXAMPLES}.`,
       settingKey: "period",
     },
     {
@@ -56,6 +57,7 @@ export const estimateRevisionsHeadless: HeadlessPaneDefinition<"bundle"> = {
       data.periods,
       args.options.period,
       args.options.frequency,
+      "--period",
     );
     return {
       sections: [