gloomberb 0.18.2 → 0.18.4

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

@@ -1,6 +1,9 @@
 import type { MnaDeal, MnaStatus, MnaTerms } from "../../../api-client/mna";
 import type { Quote } from "../../../types/financials";
+import { getListingSymbol } from "../../../sources/listing-symbols";
+import { parsePublicTickerKey } from "../../../utils/exchanges";
 import { formatCompact } from "../../../utils/format";
+import { nonUsSecListingVenue } from "../../../utils/sec";
 
 export const MNA_PANE_ID = "mna";
 export const MISSING = "--";
@@ -33,6 +36,28 @@ function ratioLabel(ratio: number, symbol: string | null): string {
   return symbol ? `${shares} ${symbol}` : `${shares} sh`;
 }
 
+/**
+ * The symbol a company's deals are filed under, from the ticker a pane is
+ * linked to. A deal carries its companies' quote symbols: plain for a US
+ * listing, suffixed by the venue elsewhere (ATH.TO, SHEL.L, 9984.T). A
+ * listing abroad therefore asks by that quote symbol: its bare symbol is
+ * another company's US ticker (ATH is Athene in New York, Athabasca in
+ * Toronto). A US listing, a symbol with no venue and a symbol already
+ * suffixed go as they are, so a US ticker is asked for exactly as before.
+ * `savedExchange` is the venue the saved ticker names, for a key with none.
+ */
+export function dealsSymbol(key: string | null | undefined, savedExchange = ""): string {
+  const value = key?.trim();
+  if (!value) return "";
+  if (nonUsSecListingVenue(value, savedExchange)) return getListingSymbol(value, savedExchange).toUpperCase();
+  return parsePublicTickerKey(value).symbol;
+}
+
+/** Each holder gets the cash or the shares, not both. Older servers never say so. */
+export function isElection(terms: MnaTerms): boolean {
+  return terms.election === true && terms.cashPerShare != null && terms.exchangeRatio != null;
+}
+
 /** What one target share gets, in as few characters as the terms allow. */
 export function termsLabel(terms: MnaTerms): string {
   const parts: string[] = [];
@@ -48,7 +73,7 @@ export function termsLabel(terms: MnaTerms): string {
         : terms.consideration === "mixed" ? "Cash and stock"
           : MISSING);
   }
-  let label = parts.join(" + ");
+  let label = parts.join(isElection(terms) ? " or " : " + ");
   if (terms.cvr) label += " + CVR";
   if (terms.partial) label += ", partial";
   return label;
@@ -75,7 +100,7 @@ const PENCE = new Set(["GBp", "GBX"]);
  * London quotes arrive in pounds while UK offers are often in pence, so the
  * two compare after scaling; any other currency mismatch has no price.
  */
-function inQuoteCurrency(amount: number, from: string | null, quoteCurrency: string | undefined): number | null {
+export function inQuoteCurrency(amount: number, from: string | null, quoteCurrency: string | undefined): number | null {
   const offer = from ?? "USD";
   const quote = quoteCurrency ?? "USD";
   if (offer === quote) return amount;
@@ -85,28 +110,81 @@ function inQuoteCurrency(amount: number, from: string | null, quoteCurrency: str
   return offer.toUpperCase() === quote.toUpperCase() ? amount : null;
 }
 
+function cashLeg(terms: MnaTerms, targetQuote: Quote | null): number | null {
+  return terms.cashPerShare == null ? null : inQuoteCurrency(terms.cashPerShare, terms.currency, targetQuote?.currency);
+}
+
+function stockLeg(terms: MnaTerms, targetQuote: Quote | null, ratioQuote: Quote | null): number | null {
+  const price = ratioQuote?.price;
+  if (terms.exchangeRatio == null || !terms.ratioSymbol || price == null || !Number.isFinite(price) || price <= 0) return null;
+  const leg = inQuoteCurrency(price, ratioQuote?.currency ?? null, targetQuote?.currency);
+  return leg == null ? null : terms.exchangeRatio * leg;
+}
+
+/**
+ * The leg an election is priced at. It pays each holder the cash or the
+ * shares, never both, so it is priced at its cash leg: the legs are set about
+ * equal at signing, proration means a holder cannot count on getting the
+ * stock, and the cash does not move. The stock leg stands in only when the
+ * cash cannot be compared with the target's quote. Without a quote, the cash.
+ */
+export function electionLeg(terms: MnaTerms, targetQuote: Quote | null): "cash" | "stock" {
+  return !targetQuote || cashLeg(terms, targetQuote) != null ? "cash" : "stock";
+}
+
 /**
  * What the terms pay per target share at the latest prices, in the target
  * quote's currency. Null when a leg cannot be priced: no terms, a ratio
- * without its listing, or cash in another currency.
+ * without its listing, or cash in another currency. An election is one leg,
+ * the one {@link electionLeg} picks.
  */
 function offerValue(deal: MnaDeal, targetQuote: Quote | null, ratioQuote: Quote | null): number | null {
   const { terms } = deal;
   if (terms.cashPerShare == null && terms.exchangeRatio == null) return null;
-  let total = 0;
-  if (terms.cashPerShare != null) {
-    const cash = inQuoteCurrency(terms.cashPerShare, terms.currency, targetQuote?.currency);
-    if (cash == null) return null;
-    total += cash;
+  let total: number | null;
+  if (isElection(terms)) {
+    total = electionLeg(terms, targetQuote) === "cash"
+      ? cashLeg(terms, targetQuote)
+      : stockLeg(terms, targetQuote, ratioQuote);
+  } else {
+    const cash = terms.cashPerShare == null ? 0 : cashLeg(terms, targetQuote);
+    const stock = terms.exchangeRatio == null ? 0 : stockLeg(terms, targetQuote, ratioQuote);
+    total = cash == null || stock == null ? null : cash + stock;
   }
-  if (terms.exchangeRatio != null) {
-    const price = ratioQuote?.price;
-    if (!terms.ratioSymbol || price == null || !Number.isFinite(price) || price <= 0) return null;
-    const leg = inQuoteCurrency(price, ratioQuote?.currency ?? null, targetQuote?.currency);
-    if (leg == null) return null;
-    total += terms.exchangeRatio * leg;
+  return total != null && total > 0 ? total : null;
+}
+
+/**
+ * What the terms were worth each day since the announcement: flat for cash,
+ * the ratio times the paying listing's close for stock. An election draws
+ * the one leg its Offer is priced at (`leg`, from {@link electionLeg}), its
+ * stock leg in the target quote's currency as the Offer converts it.
+ */
+export function offerSeries(
+  deal: MnaDeal,
+  ratioCloses: readonly { date: Date; close: number }[],
+  days: readonly string[],
+  leg: "cash" | "stock" | null,
+  toQuote: (close: number) => number | null = (close) => close,
+): Array<{ day: string; value: number }> {
+  const { cashPerShare, exchangeRatio, currency } = deal.terms;
+  if (cashPerShare == null && exchangeRatio == null) return [];
+  const pence = currency === "GBp" || currency === "GBX";
+  const cash = cashPerShare == null || leg === "stock" ? 0 : pence ? cashPerShare / 100 : cashPerShare;
+  const ratioByDay = new Map(ratioCloses.map((point) => [point.date.toISOString().slice(0, 10), point.close]));
+  const out: Array<{ day: string; value: number }> = [];
+  let lastRatio: number | null = null;
+  for (const day of days) {
+    if (day < deal.announced) continue;
+    if (exchangeRatio == null || leg === "cash") {
+      out.push({ day, value: cash });
+      continue;
+    }
+    const close = ratioByDay.get(day);
+    lastRatio = close == null ? lastRatio : toQuote(close) ?? lastRatio;
+    if (lastRatio != null) out.push({ day, value: cash + exchangeRatio * lastRatio });
   }
-  return total > 0 ? total : null;
+  return out;
 }
 
 export interface DealSpread {

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

@@ -26,7 +26,6 @@ import { usePlanAccess } from "../../../api-client/plan-access";
 import { useAsyncResource, useAutoRefresh, usePaneSettingValue, usePluginPaneState, useShortcut } from "../../../public/react";
 import { usePaneInstance } from "../../../state/app/context";
 import { usePaneTickerIdentity } from "../../../state/hooks/pane-ticker";
-import { listingIdentity } from "../shared/ticker-request";
 import { blendHex } from "../../../theme/colors";
 import { useThemeColors } from "../../../theme/theme-context";
 import type { PaneProps, TickerResearchTabProps } from "../../../types/plugin";
@@ -42,6 +41,7 @@ import { MnaDealDetail, mnaDealTitle } from "./detail";
 import { DistressBoard } from "./distress/pane";
 import {
   dealSpread,
+  dealsSymbol,
   expectedCloseDate,
   formatDealValue,
   formatExpectedClose,
@@ -133,10 +133,11 @@ const MNA_TABS: { label: string; value: MnaTab }[] = [
 
 /** `MA`, or `MA ACVA`. A link supplies the ticker; an older pane still has it in settings. */
 export function MnaPane(props: PaneProps) {
-  const { symbol: bound } = usePaneTickerIdentity();
+  const { symbol: bound, ticker: boundTicker } = usePaneTickerIdentity();
   const [ticker] = usePaneSettingValue("ticker", "");
   const fromSettings = typeof ticker === "string" ? ticker.trim().toUpperCase() : "";
-  const symbol = listingIdentity(bound)?.symbol || fromSettings;
+  // Deals are filed under a listing's quote symbol (ATH.TO), not its bare symbol (ATH:TSX is not ATH).
+  const symbol = dealsSymbol(bound, boundTicker?.metadata.exchange) || fromSettings;
   // One company's deals have no market-wide distress tab beside them.
   if (symbol) return <MnaDealsView key={symbol} focused={props.focused} width={props.width} height={props.height} symbol={symbol} />;
   return <MnaBoard focused={props.focused} width={props.width} height={props.height} />;
@@ -172,7 +173,7 @@ function MnaBoard({ focused, width, height }: { focused: boolean; width: number;
 
 export function MnaTickerTab({ focused, width, height }: TickerResearchTabProps) {
   const { ticker } = usePaneTickerIdentity();
-  const symbol = ticker?.metadata.ticker;
+  const symbol = dealsSymbol(ticker?.metadata.ticker, ticker?.metadata.exchange);
   if (!symbol) return <EmptyState title="Select a ticker." />;
   return <MnaDealsView key={symbol} focused={focused} width={width} height={height} symbol={symbol} />;
 }

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

@@ -1,4 +1,3 @@
-import type { CloudNewsListResponse } from "../../../api-client";
 import type {
   HeadlessPaneContext,
   HeadlessPaneDefinition,
@@ -7,8 +6,10 @@ import type {
 } from "../../../types/plugin";
 import type { NewsArticle, NewsQuery } from "../../../news/types";
 import {
-  cloudNewsParams,
+  coinNewsFallbackNotice,
   mapCloudNewsArticle,
+  readCloudNews,
+  type CloudNewsRead,
 } from "../../../sources/gloomberb-cloud/news";
 import { parsePublicTickerKey } from "../../../utils/exchanges";
 import { formatUtcSeconds } from "../../../utils/utc-time";
@@ -29,14 +30,14 @@ export interface NewsHeadlessDependencies {
   loadNews(
     query: NewsQuery,
     context: HeadlessPaneContext,
-  ): Promise<CloudNewsListResponse>;
+  ): Promise<CloudNewsRead>;
   now(): Date;
   /** Whether the session has real-time news; without it the stories are held back. */
   realtimeAccess?(): Promise<boolean | null>;
 }
 
 const defaultDependencies: NewsHeadlessDependencies = {
-  loadNews: (query, context) => context.apiClient.getCloudNews(cloudNewsParams(query)),
+  loadNews: (query, context) => readCloudNews(context.apiClient, query),
   now: () => new Date(),
   realtimeAccess: cloudRealtimeAccess,
 };
@@ -71,7 +72,7 @@ function selectedSentiment(args: HeadlessPaneLoadArgs): string {
 }
 
 function projectNewsHeadless(
-  response: CloudNewsListResponse,
+  response: CloudNewsRead,
   args: HeadlessPaneLoadArgs,
   now: Date,
   realtime: boolean | null,
@@ -80,7 +81,7 @@ function projectNewsHeadless(
   const minImportance = Number(args.options.minImportance ?? 0);
   const limit = Number(args.options.limit ?? 50);
   const matching = response.items
-    .map((item) => mapCloudNewsArticle(item, args.symbols[0]))
+    .map((item) => mapCloudNewsArticle(item, response.searchedFor ? undefined : args.symbols[0]))
     .filter((article) => sentiment === "any" || article.sentiment === sentiment)
     .filter((article) => article.importance >= minImportance)
     .sort((left, right) => right.publishedAt.getTime() - left.publishedAt.getTime());
@@ -91,6 +92,10 @@ function projectNewsHeadless(
     items,
     // Dated by the newest story, held back for an account without real-time news.
     freshness: cloudNewsFreshness(realtime),
+    // A coin pair no story is filed under shows the stories that mention the coin, and says so.
+    ...(response.searchedFor && args.symbols[0]
+      ? { notes: [coinNewsFallbackNotice(parsePublicTickerKey(args.symbols[0]).symbol, response.searchedFor)] }
+      : {}),
     metadata: {
       nextCursor: response.nextCursor,
       sentiment,
@@ -98,6 +103,7 @@ function projectNewsHeadless(
       total: matching.length,
       returned: items.length,
       truncated: items.length < matching.length || response.nextCursor != null,
+      ...(response.searchedFor ? { searchedFor: response.searchedFor } : {}),
     },
   };
 }

package/src/plugins/builtin/news/index.tsx

@@ -5,7 +5,8 @@ import { useArticleSummary, useResolvedEntryValue } from "../../../market-data/h
 import { instrumentFromTicker } from "../../../market-data/request-types";
 import { useCallback } from "react";
 import { useDebouncedPluginPaneState, usePluginPaneState } from "../../runtime";
-import { EmptyState, PaneStatusBody, QueryBar } from "../../../components";
+import { EmptyState, PaneStatusBody, QueryBar, usePaneNoticeFooter } from "../../../components";
+import { coinNewsFallbackNotice } from "../../../sources/gloomberb-cloud/news";
 import { newsMuteSettingsDef, newsMutesApplyToFeed, useNewsMuteFilter } from "./wire/mutes";
 import { newsListEmptyCopy } from "./wire/filter-articles";
 import { NEWS_LIST_SEARCH_PLACEHOLDER, useNewsListSearch, useNewsListSearchHint } from "./wire/news/list-search";
@@ -45,6 +46,7 @@ function TickerNewsView({ width, height, focused }: { width: number; height: num
     exchange: instrument.exchange,
     tickerTier: "primary" as const,
     limit: NEWS_ITEM_LIMIT,
+    ...(ticker?.metadata.name ? { listingName: ticker.metadata.name } : {}),
   } : null;
   const newsState = useNewsArticles(newsQuery);
   const loaded = usePersistedNewsArticles(
@@ -91,6 +93,13 @@ function TickerNewsView({ width, height, focused }: { width: number; height: num
   }, [markArticleRead, popOutArticle, readableArticle]);
 
   useNewsListSearchHint("ticker-news", focused && !detailOpen, search.focusSearch);
+  // A coin pair no story is filed under lists the stories that mention the coin; the footer says so.
+  const searchedFor = loaded[0]?.searchedFor;
+  usePaneNoticeFooter({
+    registrationId: "ticker-news-notices",
+    notices: searchedFor && instrument ? [coinNewsFallbackNotice(instrument.symbol, searchedFor)] : [],
+    focused,
+  });
   useNewsArticleFooter({
     registrationId: "news",
     focused: listFocused,

package/src/plugins/builtin/news/wire/index.tsx

@@ -92,6 +92,7 @@ const newsWirePanes: PluginModule["panes"] = [
     {
       id: NEWS_STORY_PANE_ID,
       reportFreshness: NEWS_REPORT_FRESHNESS,
+      reportArgument: { kind: "free-text", placeholder: "story id", description: "The id of the story to open." },
       name: "Story",
       icon: "A",
       component: NewsStoryPane,
@@ -147,8 +148,8 @@ const newsWirePaneTemplates: PluginModule["paneTemplates"] = [
     id: "news-industry-pane",
     paneId: "news-industry",
     label: TOPIC_NEWS_TITLE,
-    description: "Market news by topic code (MNA, CB, ENERGY, REG, CRYPTO, EARN, IPO) or sector, and public fund letters (LTR)",
-    keywords: ["news", "industry", "sector", "topic", "ni", "mna", "central banks", "crypto", "ipo", "earnings", "regulation", "letters", "ltr", "fund letters", "investor letters"],
+    description: "Market news by topic code (MNA, CB, ENERGY, METALS, REG, CRYPTO, EARN, IPO) or sector, and public fund letters (LTR)",
+    keywords: ["news", "industry", "sector", "topic", "ni", "mna", "central banks", "metals", "precious metals", "crypto", "ipo", "earnings", "regulation", "letters", "ltr", "fund letters", "investor letters"],
     shortcut: {
       prefix: "NI",
       argPlaceholder: "code",

package/src/plugins/builtin/news/wire/news/command-bar-search.ts

@@ -7,6 +7,7 @@ import type {
   CommandBarSearchProvider,
   GloomPluginContext,
 } from "../../../../../types/plugin";
+import { abortable, settleWithin } from "../../../../../utils/async-deadline";
 import { formatFeedTime } from "../../../../../utils/datetime-format";
 import { logFailure } from "../../../../../utils/log-failure";
 import { openNewsStoryPane } from "./pop-out";
@@ -54,10 +55,19 @@ export function matchLoadedStories(
     .slice(0, limit);
 }
 
+/**
+ * How long a lookup waits for the feed to load before it answers with the
+ * stories the app already holds. The feed waits on its slowest source, so one
+ * feed that is down must not keep the command bar searching.
+ */
+const WARM_TIMEOUT_MS = 3_000;
+
 interface StorySearchDeps {
   getService(): NewsService | null;
   isSignedIn(): boolean;
   now(): number;
+  /** How long to wait for the feed to load. Default 3000. */
+  warmTimeoutMs?: number;
 }
 
 const defaultDeps: StorySearchDeps = {
@@ -66,22 +76,28 @@ const defaultDeps: StorySearchDeps = {
   now: Date.now,
 };
 
-let warming: Promise<unknown> | null = null;
+const warming = new WeakMap<NewsService, Promise<unknown>>();
 
 /**
  * Unless News Feed is open, the app may hold few stories or none, so a lookup
  * first loads the latest feed News Feed reads (the same request, delayed when
  * the account has no live news). The service keeps it for a while after, so
- * later lookups reuse it instead of asking again.
+ * later lookups reuse it instead of asking again. The wait ends when the
+ * feed has loaded, the lookup is abandoned, or `timeoutMs` passes; a load
+ * still running then carries on for the next lookup.
  */
-async function warmLatestStories(service: NewsService): Promise<void> {
+async function warmLatestStories(service: NewsService, signal: AbortSignal, timeoutMs: number): Promise<void> {
   if (service.getQueryState(NEWS_QUERY_PRESETS.feed).articles.length > 0) return;
-  warming ??= service.load(NEWS_QUERY_PRESETS.feed)
-    .catch(logFailure("news.command-bar-search", "Load news for command bar search failed", null))
-    .finally(() => {
-      warming = null;
-    });
-  await warming;
+  let loading = warming.get(service);
+  if (!loading) {
+    loading = service.load(NEWS_QUERY_PRESETS.feed)
+      .catch(logFailure("news.command-bar-search", "Load news for command bar search failed", null))
+      .finally(() => {
+        warming.delete(service);
+      });
+    warming.set(service, loading);
+  }
+  await settleWithin(abortable(loading, signal, "News lookup abandoned"), timeoutMs);
 }
 
 /**
@@ -104,7 +120,7 @@ export function createLoadedStorySearchProvider(
       if (deps.isSignedIn()) return [];
       const service = deps.getService();
       if (!service) return [];
-      await warmLatestStories(service);
+      await warmLatestStories(service, signal, deps.warmTimeoutMs ?? WARM_TIMEOUT_MS);
       if (signal.aborted) return [];
       const now = deps.now();
       return matchLoadedStories(service.listArticles(), query).map((article) => ({

package/src/plugins/builtin/news/wire/news/query-presets.ts

@@ -17,8 +17,9 @@ export type SectorNewsSelection = "all" | typeof SECTOR_NEWS_SECTORS[number];
 
 /**
  * NI codes, Bloomberg style: topics the service tags from a story's text and
- * source (`NI MNA`), and the sectors NI always had (`NI TECH`). ENERGY is a
- * topic, so it takes energy news from every sector. `LTR` is the one code that
+ * source (`NI MNA`), and the sectors NI always had (`NI TECH`). ENERGY and
+ * METALS are topics, so they take their market's news from every sector:
+ * METALS is metal prices, futures and bullion, not a miner's releases. `LTR` is the one code that
  * lists no stories: public fund and investor letters, as links.
  */
 export interface NewsIndustryCode {
@@ -34,6 +35,7 @@ export const NEWS_INDUSTRY_CODES: readonly NewsIndustryCode[] = [
   { code: "MNA", label: "M&A", topic: "mna" },
   { code: "CB", label: "Central banks", topic: "cb" },
   { code: "ENERGY", label: "Energy", topic: "energy" },
+  { code: "METALS", label: "Metals", topic: "metals" },
   { code: "REG", label: "Regulation", topic: "reg" },
   { code: "CRYPTO", label: "Crypto", topic: "crypto" },
   { code: "EARN", label: "Earnings", topic: "earn" },
@@ -58,6 +60,8 @@ const INDUSTRY_CODE_ALIASES: Record<string, string> = {
   earnings: "EARN",
   ipos: "IPO",
   regulation: "REG",
+  metal: "METALS",
+  precious_metals: "METALS",
 };
 
 function industryKey(value: string): string {

package/src/plugins/builtin/news/wire/rss/cli.ts

@@ -14,10 +14,10 @@ export const rssCliCommand: CliCommandDef = {
   },
   execute: async (args, ctx) => {
     const action = args[0] ?? "fetch";
-    if (action !== "fetch") ctx.fail("Usage: gloomberb rss fetch <url> [--name <label>]");
+    if (action !== "fetch") ctx.fail("Usage: gloom rss fetch <url> [--name <label>]");
     const rawArgs = args.slice(1);
     const name = takeOption(rawArgs, "--name") ?? "RSS";
-    const url = requireArg(rawArgs[0], "Usage: gloomberb rss fetch <url> [--name <label>]", ctx);
+    const url = requireArg(rawArgs[0], "Usage: gloom rss fetch <url> [--name <label>]", ctx);
     const capability = createRssNewsCapability([{
       id: "cli-feed",
       url,
@@ -37,7 +37,7 @@ export const rssCliCommand: CliCommandDef = {
     })) }, {
       textColumns: [
         { key: "publishedAt", header: "Published" },
-        { key: "source", header: "Source", maxWidth: 20 },
+        { key: "source", header: "Source" },
         { key: "title", header: "Title" },
         { key: "url", header: "URL", optional: true },
         { key: "summary", header: "Summary", optional: true },

package/src/plugins/builtin/notes/cli.ts

@@ -1,12 +1,14 @@
 import { apiClient } from "../../../api-client";
-import { withCliServices, withConfigData } from "../../../cli/scoped-context";
+import { withCliServices, withConfigData, withMarketData } from "../../../cli/scoped-context";
 import type { CliServicesContext } from "../../../cli/types";
 import { CLI_COMMAND_GROUPS } from "../../../cli/help";
 import { dryRunNote } from "../../../cli/helpers";
 import { requireArg, takeOption } from "../../../cli/commands/command-utils";
 import { EXCHANGE_OPTION, listingReadNotes, requireListingArg } from "../../../cli/listing-arg";
+import { isNotATickerMessage } from "../../../cli/not-a-ticker";
+import { requireQuotedListing } from "../../../cli/quote-answer";
 import { createPluginPersistence } from "../../plugin-persistence";
-import type { CliCommandDef } from "../../../types/plugin";
+import type { BuiltinCliCommandDef } from "../../../cli/command-options";
 import { cliStyles } from "../../../utils/cli-output";
 import { errorMessage } from "../../../utils/errors";
 import { logFailure } from "../../../utils/log-failure";
@@ -15,9 +17,11 @@ import { describeExportSkip, exportNotesToDirectory, type NotesExportSource } fr
 import { NotesFiles } from "./files";
 import { CloudNotesStore } from "./store";
 
-export const notesCliCommand: CliCommandDef = {
+export const notesCliCommand: BuiltinCliCommandDef = {
   name: "notes",
   description: "Read, write, or export ticker notes",
+  // A note's text is saved as typed, and an export's folder is a path; the symbol is read as any other.
+  keepsArgAsTyped: ([action], index) => (action === "set" && index >= 2) || (action === "export" && index >= 1),
   help: {
     group: CLI_COMMAND_GROUPS.portfolios,
     usage: ["notes show <symbol>", "notes set <symbol> <text...>", "notes delete <symbol>", "notes quick list", "notes export [dir]"],
@@ -28,13 +32,43 @@ export const notesCliCommand: CliCommandDef = {
     const args = [...rawArgs];
     const exchange = takeOption(args, "--exchange");
     // A note belongs to one listing: SAN:EPA, or SAN with --exchange EPA.
-    // What a typed listing was read as (7203:TSE as 7203:JPX) is said beside the note.
+    // What a typed listing was read as (7203:TSE as 7203:JPX, Apple as AAPL) is said beside the note.
     let read: { warnings?: string[] } = {};
-    const noteSymbol = async (usage: string) => {
-      const listing = await requireListingArg(requireArg(args[1], usage, ctx), exchange, ctx);
-      const notes = listingReadNotes(listing);
-      if (notes.length > 0) read = { warnings: notes };
-      return listing.key;
+    const said = (warnings: string[]) => {
+      if (warnings.length > 0) read = { warnings };
+    };
+    /**
+     * The file a note of the symbol typed is kept in, the same for show, set
+     * and delete. A note already kept under what was typed is the one, so a
+     * note written before names were read (APPLE.md) or for a symbol that
+     * stopped trading stays reachable. Otherwise the symbol is read as
+     * `quote` reads it (`requireQuotedListing`): a company's name is its
+     * listing (`Apple` is AAPL, under the bare symbol as the app keeps a
+     * ticker it was not given a venue for), and a pair its listing
+     * (USDNGN=X). With `refuse`, a definite "Not a ticker" fails the command
+     * with `quote`'s search hint, so no note is written for a symbol that
+     * does not exist. Any other failure (offline, the data service down, a
+     * symbol with no quote) keeps what was typed, as does `lookUp: false`,
+     * which opens no data source.
+     */
+    const noteSymbol = async (usage: string, notes: NotesFiles, options: { refuse?: boolean; lookUp?: boolean } = {}) => {
+      const raw = requireArg(args[1], usage, ctx);
+      const typed = await requireListingArg(raw, exchange, ctx);
+      const asTyped = () => {
+        said(listingReadNotes(typed));
+        return typed.key;
+      };
+      if ((await notes.load(typed.key).catch(logFailure("notes.cli", "Read the note kept under a typed symbol failed", ""))).trim()) return asTyped();
+      if (options.lookUp === false) return asTyped();
+      try {
+        const quoted = await withMarketData(ctx, (market) => requireQuotedListing(raw, exchange, market, ctx, `notes ${args[0] ?? "show"}`));
+        said(quoted.notes);
+        return typed.exchange ? quoted.listing.key : quoted.listing.symbol;
+      } catch (error) {
+        if (!isNotATickerMessage(errorMessage(error))) logFailure("notes.cli", "Read a note's symbol as quote does failed")(error);
+        else if (options.refuse) throw error;
+        return asTyped();
+      }
     };
     await withConfigData(ctx, async (config) => {
       const notes = new NotesFiles(config.dataDir);
@@ -80,7 +114,7 @@ export const notesCliCommand: CliCommandDef = {
           });
           return;
         }
-        warnings.push(...result.skipped.map(describeExportSkip));
+        warnings.push(...(result.warnings ?? []), ...result.skipped.map(describeExportSkip));
         ctx.printResult({
           data: {
             dir: result.dir,
@@ -96,20 +130,21 @@ export const notesCliCommand: CliCommandDef = {
       }
       if (action === "quick") {
         const subaction = args[1] ?? "list";
-        if (subaction !== "list") ctx.fail("Usage: gloomberb notes quick list");
+        if (subaction !== "list") ctx.fail("Usage: gloom notes quick list");
         const entries = await notes.loadQuickNotesIndex();
         ctx.printResult({ data: entries }, { empty: "No quick notes." });
         return;
       }
       if (action === "show") {
-        const symbol = await noteSymbol("Usage: gloomberb notes show <symbol>");
+        const symbol = await noteSymbol("Usage: gloom notes show <symbol>", notes);
         ctx.printResult({ data: { symbol, text: await notes.load(symbol) }, ...read }, {
           text: (data) => data.text?.trim() ? data.text.trimEnd() : cliStyles.muted(`No note for ${symbol}.`),
         });
         return;
       }
       if (action === "set") {
-        const symbol = await noteSymbol("Usage: gloomberb notes set <symbol> <text...>");
+        // A dry run looks nothing up: it says the note it would write under the symbol as typed.
+        const symbol = await noteSymbol("Usage: gloom notes set <symbol> <text...>", notes, { refuse: true, lookUp: !ctx.cliOptions.dryRun });
         const text = args.slice(2).join(" ");
         if (!ctx.cliOptions.dryRun) await notes.save(symbol, text);
         ctx.printResult({ data: { changed: !ctx.cliOptions.dryRun, dryRun: ctx.cliOptions.dryRun, symbol, bytes: text.length }, ...read }, {
@@ -118,7 +153,7 @@ export const notesCliCommand: CliCommandDef = {
         return;
       }
       if (action === "delete" || action === "rm") {
-        const symbol = await noteSymbol("Usage: gloomberb notes delete <symbol>");
+        const symbol = await noteSymbol("Usage: gloom notes delete <symbol>", notes);
         const existed = await notes.load(symbol).then((text) => !!text?.trim(), () => {
           // Intentional ignore: an unreadable note is still deleted, so the message says it existed.
           return true;
@@ -131,7 +166,7 @@ export const notesCliCommand: CliCommandDef = {
         });
         return;
       }
-      ctx.fail("Usage: gloomberb notes show|set|delete|quick|export");
+      ctx.fail("Usage: gloom notes show|set|delete|quick|export");
     });
   },
 };

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

@@ -1,4 +1,5 @@
 import { errorMessage } from "../../../utils/errors";
+import { logFailure } from "../../../utils/log-failure";
 import type { NoteFileEntry, QuickNoteEntry } from "./files";
 import type { NotesStore } from "./store";
 import { noteOwnerKey, splitNoteKey } from "./store";
@@ -25,6 +26,8 @@ export interface NotesExportResult {
   /** The sources whose notes were written, in the order given. */
   exported: string[];
   skipped: NotesExportSkip[];
+  /** Notes were written, but some descriptive metadata could not be read. */
+  warnings?: string[];
 }
 
 function safeFileName(value: string): string {
@@ -46,15 +49,21 @@ export async function exportNotesToDirectory(
   let files = 0;
   const exported: string[] = [];
   const skipped: NotesExportResult["skipped"] = [];
+  const warnings: string[] = [];
   for (const source of sources) {
     const folder = sources.length > 1 ? `${dir}/${safeFileName(source.label)}` : dir;
     let entries: NoteFileEntry[];
     let quick: QuickNoteEntry[];
+    let titlesWarning: string | null = null;
     const unreadable: Array<{ key: string; error: unknown }> = [];
     try {
       [entries, quick] = await Promise.all([
         source.store.list({ strict: true, skipped: (key, error) => unreadable.push({ key, error }) }),
-        source.store.loadQuickNotesIndex(),
+        source.store.loadQuickNotesIndex({ strict: true }).catch((error) => {
+          logFailure("notes.export", "Read quick note titles for export failed")(error);
+          titlesWarning = `Quick notes from ${source.label} were exported using ids because their titles could not be read (${errorMessage(error)}).`;
+          return [];
+        }),
       ]);
     } catch (error) {
       skipped.push({ label: source.label, reason: errorMessage(error) });
@@ -74,9 +83,10 @@ export async function exportNotesToDirectory(
       await writeFile(path, entry.text, "utf-8");
       files += 1;
     }
+    if (titlesWarning && entries.some((entry) => splitNoteKey(entry.key).kind === "quick")) warnings.push(titlesWarning);
     exported.push(source.label);
   }
-  return { dir, files, exported, skipped };
+  return { dir, files, exported, skipped, ...(warnings.length > 0 ? { warnings } : {}) };
 }
 
 /** One line per skip, as `notes export` warns and the Export Notes command reports. */
@@ -86,12 +96,13 @@ export function describeExportSkip(skip: NotesExportSkip): string {
     : `Skipped the ${skip.label} note ${skip.note}: it could not be read (${skip.reason}).`;
 }
 
-/** The Export Notes command's notice: the count, then what was skipped. */
+/** The Export Notes command's notice: the count, then warnings and what was skipped. */
 export function exportNotice(result: NotesExportResult): { body: string; type: "success" | "error" } {
   const exported = `Exported ${result.files} ${result.files === 1 ? "note" : "notes"} to ${result.dir}`;
-  if (result.skipped.length === 0) return { body: exported, type: "success" };
-  const shown = result.skipped.slice(0, 3).map(describeExportSkip);
-  const more = result.skipped.length - shown.length;
+  const issues = [...(result.warnings ?? []), ...result.skipped.map(describeExportSkip)];
+  if (issues.length === 0) return { body: exported, type: "success" };
+  const shown = issues.slice(0, 3);
+  const more = issues.length - shown.length;
   return {
     body: [`${exported}.`, ...shown, ...(more > 0 ? [`${more} more could not be read.`] : [])].join(" "),
     type: "error",