gloomberb 0.18.3 → 0.18.4

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

@@ -1,19 +1,25 @@
 import type {
+  HeadlessBundleResult,
   HeadlessPaneColumn,
   HeadlessPaneContext,
   HeadlessPaneDefinition,
   HeadlessPaneLoadArgs,
+  HeadlessPaneRow,
 } from "../../../types/plugin";
+import { parsePublicTickerKey } from "../../../utils/exchanges";
+import { US_FUND_FACTS_ONLY } from "../../../utils/sec";
 import type { SecFilingItem } from "../../../types/data-provider";
 import type { FundFactsPayload } from "../../../api-client/fund-facts";
 import { errorMessage } from "../../../utils/errors";
 import { loadSecFilings } from "./client";
-import { ETF_FILING_FORMS, filingFormMatches, filterFilingsByForms, SEC_FILING_FETCH_LIMIT } from "./forms";
+import { ETF_FILING_FORMS, filingFormMatches, filterFilingsByForms, fundSeriesFilings, SEC_FILING_FETCH_LIMIT } from "./forms";
 import { hiddenFilingsNote, loadLatestFilings } from "../../../utils/sec-filings";
 import { buildSecFilingRows, secFilingIssuers, SEC_ACCEPTANCE_NOTE } from "./model";
 import { SEC_FILINGS } from "../shared/report-freshness";
 import { fetchFundFacts, fundFactEntries, fundFactPublishers, fundFactsEmpty, fundFactsErrorText, fundFactsStaleNote, listNames } from "./fund-facts";
 import { REPORT_ROWS } from "../shared/headless-options";
+import { fundAbroadProfile, venueAbroad, type FundAbroadProfile } from "./fund-abroad";
+import { listingAnnouncementsPage } from "../../../utils/exchange-announcements";
 
 const SEC_COLUMNS: HeadlessPaneColumn[] = [
   {
@@ -29,6 +35,27 @@ const SEC_COLUMNS: HeadlessPaneColumn[] = [
   { key: "accessionNumber", header: "Accession" },
 ];
 
+/** Some row has 8-K item codes; a column every row leaves `-` takes no room in the text table (exports keep it). */
+const hasItems = (rows: readonly HeadlessPaneRow[]) => rows.some((row) => typeof row.items === "string" && row.items !== "");
+
+function secTextColumns(rows: readonly HeadlessPaneRow[]): HeadlessPaneColumn[] {
+  return hasItems(rows) ? SEC_COLUMNS : SEC_COLUMNS.filter((column) => column.key !== "items");
+}
+
+/**
+ * A fund's filings as the text report prints them. Filed, Form and what the
+ * filing is stay in a narrow table: below 100 columns the acceptance time is
+ * left out. Every row is the fund's registrant's (its trust), so no Issuer
+ * column repeats it, as the pane's list names a filer only when there are
+ * several; exports keep it.
+ */
+function fundFilingTextColumns(rows: readonly HeadlessPaneRow[]): HeadlessPaneColumn[] {
+  const issuers = new Set(rows.map((row) => row.cik));
+  return secTextColumns(rows)
+    .filter((column) => column.key !== "companyName" || issuers.size > 1)
+    .map((column) => column.key === "acceptanceReported" ? { ...column, minTableWidth: 100 } : column);
+}
+
 export interface SecHeadlessDependencies {
   loadFilings(
     symbol: string,
@@ -107,10 +134,15 @@ export function createSecHeadless(dependencies: SecHeadlessDependencies = defaul
           ? { filings: (await load(limit)).slice(0, limit), hidden: null }
           : await loadLatestFilings(load, limit);
       const note = hidden && hiddenFilingsNote(hidden);
+      const rows = buildSecFilingRows(filings);
+      // A listing abroad whose company files nothing with the SEC says where its exchange publishes its announcements.
+      const page = !form && filings.length === 0 ? listingAnnouncementsPage(symbol) : null;
       return {
-        rows: buildSecFilingRows(filings),
+        rows,
+        textColumns: secTextColumns(rows),
         ...(note ? { notes: [note] } : {}),
-        ...(form ? { empty: `No ${form} filings found for ${symbol}.` } : {}),
+        ...(form ? { empty: `No ${form} filings found for ${symbol}.` }
+          : page ? { empty: `${symbol} files no SEC reports. ${page.name}: ${page.url}` } : {}),
         metadata: {
           acceptanceNote: SEC_ACCEPTANCE_NOTE,
           symbol,
@@ -128,13 +160,43 @@ export const secHeadless = createSecHeadless();
 
 export interface FundHeadlessDependencies extends SecHeadlessDependencies {
   loadFacts(symbol: string, ctx: HeadlessPaneContext): Promise<FundFactsPayload>;
+  loadAbroadProfile?(key: string, ctx: HeadlessPaneContext): Promise<FundAbroadProfile | null>;
 }
 
-const defaultFundDependencies: FundHeadlessDependencies = {
+const defaultFundDependencies = {
   ...defaultDependencies,
-  loadFacts: (symbol, ctx) => fetchFundFacts(symbol, ctx.apiClient),
+  loadFacts: (symbol: string, ctx: HeadlessPaneContext) => fetchFundFacts(symbol, ctx.apiClient),
+  async loadAbroadProfile(key: string, ctx: HeadlessPaneContext): Promise<FundAbroadProfile | null> {
+    const { symbol, exchange } = parsePublicTickerKey(key);
+    return fundAbroadProfile(await ctx.marketData.getTickerFinancials(symbol, exchange));
+  },
 };
 
+/**
+ * ETF for a fund listed abroad (3042:HKEX): what `ticker` says, that the
+ * facts cover US-listed funds only, and the fund's page at its issuer where
+ * the profile has one. No SEC request: the SEC knows no listing abroad, and
+ * its "Unknown ticker" said nothing of the fund.
+ */
+function fundAbroadResult(symbol: string, venue: string, profile: FundAbroadProfile | null): HeadlessBundleResult {
+  const entries = [
+    ...profile?.name ? [{ label: "Name", value: profile.name }] : [],
+    ...profile?.page ? [{ label: "Issuer page", value: profile.page }] : [],
+    ...profile?.descriptionSource
+      ? [{ label: "Description from", value: `${profile.descriptionSource.publisher}: ${profile.descriptionSource.url}` }]
+      : [],
+  ];
+  return {
+    sections: [
+      { title: "Fund facts", rows: [], empty: US_FUND_FACTS_ONLY },
+      ...entries.length ? [{ title: "Fund", entries }] : [],
+    ],
+    complete: true,
+    freshness: { source: profile?.page ? "Fund issuer" : "Gloom", status: "not-a-feed", basis: "published fund data" },
+    metadata: { symbol, venue, usListedOnly: true, issuerPage: profile?.page ?? null },
+  };
+}
+
 /**
  * ETF: a US-listed fund's facts (fee, NAV, premium or discount, net assets,
  * sponsor, inception, index) as its sponsor publishes them, then its fund
@@ -145,7 +207,7 @@ export function createFundHeadless(dependencies: FundHeadlessDependencies = defa
   return {
     shape: "bundle",
     freshness: { source: "Fund sponsors and SEC EDGAR", status: "not-a-feed", basis: "published fund data" },
-    argument: { kind: "ticker", placeholder: "ticker", description: "US-listed fund ticker." },
+    argument: { kind: "ticker", placeholder: "ticker", description: "US-listed fund ticker. A fund listed abroad gets its issuer's page." },
     options: [{
       key: "limit",
       shot: REPORT_ROWS,
@@ -160,6 +222,19 @@ export function createFundHeadless(dependencies: FundHeadlessDependencies = defa
     describe: (args) => `ETF | ${args.symbols[0]}`,
     async load(args, ctx) {
       const symbol = args.symbols[0]!;
+      const abroad = venueAbroad(symbol);
+      if (abroad) {
+        try {
+          const profile = await (dependencies.loadAbroadProfile ?? defaultFundDependencies.loadAbroadProfile)(symbol, ctx);
+          return fundAbroadResult(symbol, abroad, profile);
+        } catch (error) {
+          return {
+            ...fundAbroadResult(symbol, abroad, null),
+            complete: false,
+            errors: [`Fund profile unavailable: ${errorMessage(error)}`],
+          };
+        }
+      }
       const limit = Number(args.options.limit);
       const [factsResult, filingsResult] = await Promise.allSettled([
         dependencies.loadFacts(symbol, ctx),
@@ -168,7 +243,8 @@ export function createFundHeadless(dependencies: FundHeadlessDependencies = defa
       if (factsResult.status === "rejected" && filingsResult.status === "rejected") throw filingsResult.reason;
       const facts = factsResult.status === "fulfilled" ? factsResult.value : null;
       const issuerFilings = filingsResult.status === "fulfilled" ? filingsResult.value : [];
-      const filings = filterFilingsByForms(issuerFilings, ETF_FILING_FORMS).slice(0, limit);
+      // A trust's list holds every fund it runs; the fund's own series is the view.
+      const filings = filterFilingsByForms(fundSeriesFilings(issuerFilings), ETF_FILING_FORMS).slice(0, limit);
       const searchedAll = issuerFilings.length < SEC_FILING_FETCH_LIMIT;
       const filingsEmpty = filingsResult.status === "rejected"
         ? `Fund filings unavailable: ${errorMessage(filingsResult.reason)}`
@@ -181,10 +257,11 @@ export function createFundHeadless(dependencies: FundHeadlessDependencies = defa
           ? fundFactsErrorText(factsResult.reason)
           : fundFactsEmpty(symbol, facts, !filingsPointToSec) };
       const publishers = facts?.covered ? fundFactPublishers(facts) : [];
+      const filingRows = buildSecFilingRows(filings);
       return {
         sections: [
           factsSection,
-          { title: "Fund filings", columns: SEC_COLUMNS, rows: buildSecFilingRows(filings), ...(filings.length === 0 ? { empty: filingsEmpty } : {}) },
+          { title: "Fund filings", columns: SEC_COLUMNS, textColumns: fundFilingTextColumns(filingRows), rows: filingRows, ...(filings.length === 0 ? { empty: filingsEmpty } : {}) },
         ],
         complete: !!facts?.covered && filingsResult.status === "fulfilled" && searchedAll,
         errors: [

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

@@ -1,24 +1,26 @@
 import { useCallback, useEffect, useMemo, useRef, useState, type ReactNode } from "react";
 import type { PluginModule } from "../plugin-module";
 import type { SecFilingDocument, SecFilingItem } from "../../../types/data-provider";
-import { useResolvedEntryValue, useSecFilingDocuments, useSecFilingsQuery } from "../../../market-data/hooks";
+import { useResolvedEntryValue, useSecFilingDocuments, useSecFilingsQuery, useTickerFinancials } from "../../../market-data/hooks";
 import { getSharedMarketDataCoordinator } from "../../../market-data/coordinator";
 import { useShortcut } from "../../../react/input";
 import { isPlainKey } from "../../../utils/keyboard";
 import { instrumentFromTicker } from "../../../market-data/request-types";
 import { useDebouncedPluginPaneState, usePluginPaneState } from "../../runtime";
 import { usePaneSettingValue } from "../../../state/app/context";
-import { Box, useUiCapabilities, type ScrollBoxRenderable } from "../../../ui";
+import { Box, Text, useUiCapabilities, type ScrollBoxRenderable } from "../../../ui";
 import { FILL_REST } from "../../../components/ui/fill";
 import { t, tf } from "../../../i18n";
-import { EmptyState, FeedDataTableStackView, QueryBar, Spinner, TickerBadgeList, usePaneNoticeFooter, useTableLoadMore, type FeedDataTableItem, type PaneHint, type QueryBarFilter } from "../../../components";
+import { EmptyState, ExternalLinkText, FeedDataTableStackView, PaneLinkMenu, QueryBar, Spinner, TickerBadgeList, usePaneNoticeFooter, useTableLoadMore, type FeedDataTableItem, type PaneHint, type QueryBarFilter } from "../../../components";
 import { displayWidth } from "../../../utils/format";
 import type { DetailFact } from "../../../components/reader/detail-reader";
 import type { ThemeColors } from "../../../theme/colors";
 import { useThemeColors } from "../../../theme/theme-context";
 import { useOpenDescription } from "../shared/open-description";
 import { toneColor } from "../shared/research-cells";
-import { mayBeUsEquityOrFundTicker, mayBeUsEquityTicker, secFilingItemCodes } from "../../../utils/sec";
+import { mayBeUsEquityOrFundTicker, mayBeUsEquityTicker, secFilingItemCodes, US_FUND_FACTS_ONLY } from "../../../utils/sec";
+import { fundAbroadProfile, venueAbroad, type FundAbroadProfile } from "./fund-abroad";
+import { listingAnnouncementsPage } from "../../../utils/exchange-announcements";
 import { pricingSupplementTest } from "../../../utils/sec-filings";
 import { parseForm4Xml } from "../insider/insider-data";
 import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
@@ -42,7 +44,7 @@ import {
 import { usePaneStatusLinkFooter } from "../../../components/layout/pane/status-footer";
 import { isCloudSessionRequired, useResearchCloudSession } from "../shared/research-cloud-session";
 import { SignInWall } from "../cloud/auth-actions";
-import { ETF_FORMS_SETTING, filterFilingsByForms, parseFormsSetting, SEC_FILING_FETCH_LIMIT } from "./forms";
+import { ETF_FORMS_SETTING, filterFilingsByForms, fundSeriesFilings, parseFormsSetting, SEC_FILING_FETCH_LIMIT } from "./forms";
 import { fundHeadless, secHeadless } from "./headless";
 import { FundFactsSummary, FundViewNotice, useFundFacts } from "./fund-facts-view";
 import { fundFactPublishers, fundFactsCache, listNames } from "./fund-facts";
@@ -272,6 +274,15 @@ function SecView({ width, height, focused, paneType }: { width: number; height:
   useSecFilingFocusRequest(forms ? null : ticker?.metadata.ticker, setOpenItemId);
   // A form list is the fund filings view (ETF), which US-listed funds open too.
   const eligibleTicker = forms ? mayBeUsEquityOrFundTicker(ticker) : mayBeUsEquityTicker(ticker);
+  // A fund listed abroad (3042.HK) gets what `ticker` says of it and its issuer's page, as `fn ETF` does.
+  const abroadVenue = forms && !eligibleTicker && ticker ? venueAbroad(ticker.metadata.ticker) : null;
+  const abroadFinancials = useTickerFinancials(abroadVenue ? ticker?.metadata.ticker : null, abroadVenue ? ticker : null);
+  const abroad = abroadVenue ? fundAbroadProfile(abroadFinancials) : null;
+  const abroadPage = abroad?.page ?? null;
+  // An equity listed abroad links the page its exchange publishes its announcements on (ASX's for NST.AX).
+  const announcements = !forms && !eligibleTicker && ticker
+    ? listingAnnouncementsPage(ticker.metadata.ticker, ticker.metadata.exchange)
+    : null;
   // The fund view (ETF) leads with the fund's facts, which load apart from its filings, so a filings wall or failure leaves them on screen.
   const fundFacts = useFundFacts(forms && eligibleTicker ? ticker?.metadata.ticker : null);
   const facts = fundFacts.data?.payload ?? null;
@@ -285,8 +296,9 @@ function SecView({ width, height, focused, paneType }: { width: number; height:
   const issuerFilings = useResolvedEntryValue(filingsEntry) ?? NO_FILINGS;
   // The filter runs over every filing the service returned for the issuer,
   // the same list the unfiltered pane shows, not over a first page of it.
+  // The fund view keeps the fund's own series out of its trust's filings.
   const formFilings = useMemo(
-    () => (forms ? filterFilingsByForms(issuerFilings, forms) : issuerFilings),
+    () => (forms ? filterFilingsByForms(fundSeriesFilings(issuerFilings), forms) : issuerFilings),
     [forms, issuerFilings],
   );
   // The fund view (ETF) has its own groups; each view keeps its own choice.
@@ -444,14 +456,14 @@ function SecView({ width, height, focused, paneType }: { width: number; height:
   usePaneStatusLinkFooter({
     registrationId: "sec",
     focused,
-    url: openFiling ? openFiling.filingUrl : factsUrl,
-    source: openFiling ? openFiling.form : facts?.covered ? listNames(fundFactPublishers(facts)) : null,
-    label: openFiling || !factsUrl ? "filing" : "source",
+    url: openFiling ? openFiling.filingUrl : factsUrl ?? abroadPage ?? announcements?.url,
+    source: openFiling ? openFiling.form : facts?.covered ? listNames(fundFactPublishers(facts)) : announcements?.name ?? null,
+    label: openFiling ? "filing" : factsUrl ? "source" : abroadPage ? "issuer page" : announcements ? "announcements" : "filing",
     // Rows read in the background for their insiders do not hold up the pane.
     loading: loading || loadingDocuments || (!!loadingKey && viewedTargets.some((target) => target.accessionNumber === loadingKey)),
     error: authWall ? null : error ?? detailError,
     hints,
-    showOpenHint: !!(openFiling ? openFiling.filingUrl : factsUrl),
+    showOpenHint: !!(openFiling ? openFiling.filingUrl : factsUrl ?? abroadPage ?? announcements),
   });
 
   usePaneNoticeFooter({
@@ -507,6 +519,7 @@ function SecView({ width, height, focused, paneType }: { width: number; height:
   if (!ticker) {
     return <EmptyState title="No ticker selected." message="Select a ticker to view SEC filings." />;
   }
+  if (abroadVenue) return <FundAbroadNotice profile={abroad} />;
   if (!eligibleTicker) {
     return renderFilingNotice(forms ? "Fund filings are only shown for US-listed funds and equities." : "SEC filings are only shown for US equities.");
   }
@@ -614,8 +627,9 @@ export const secModule: PluginModule = {
         id: "sec-etf-pane",
         paneId: "sec",
         label: "Fund Facts",
-        description: "A US-listed fund's fee, NAV, premium or discount, net assets, sponsor, inception and index, then its SEC filings: prospectus updates, shareholder reports, N-CEN and N-PORT.",
-        keywords: ["etf", "fund", "expense ratio", "fee", "nav", "premium", "discount", "aum", "net assets", "n-1a", "485bpos", "497", "n-csr", "n-cen", "n-port", "prospectus"],
+        description: "A US-listed fund's fee, NAV, premium or discount, net assets, sponsor, inception and index, a leveraged or inverse fund's daily objective, then the fund's own SEC filings: prospectus updates, shareholder reports, N-CEN and N-PORT.",
+        keywords: ["etf", "fund", "expense ratio", "fee", "nav", "premium", "discount", "aum", "net assets", "n-1a", "485bpos", "497", "n-csr", "n-cen", "n-port", "prospectus",
+          "leveraged", "inverse", "daily objective", "daily-reset", "decay"],
         shortcut: "ETF",
         viewKey: "etf",
         canCreate: (_context, options) => !options?.ticker || mayBeUsEquityOrFundTicker(options.ticker),
@@ -642,3 +656,35 @@ export const secModule: PluginModule = {
     resetSecFilingFocusRequests();
   },
 };
+
+/** A link under its label, as the CLI prints it ("Issuer page: ..."). */
+function LabelledLink({ label, url, text }: { label: string; url: string; text: string }) {
+  const colors = useThemeColors();
+  return (
+    <Box flexDirection="row">
+      <Text flexShrink={0} fg={colors.textDim}>{`${t(label)}: `}</Text>
+      <ExternalLinkText url={url} label={text} />
+    </Box>
+  );
+}
+
+/**
+ * ETF for a fund listed abroad (3042.HK): what `fn ETF` prints of it, its
+ * name, its page at its issuer and where its description is from, the last
+ * two as links the pane menu lists too. The footer's `o` opens the issuer page.
+ */
+function FundAbroadNotice({ profile }: { profile: FundAbroadProfile | null }) {
+  const page = profile?.page;
+  const source = profile?.descriptionSource;
+  const links = page || source
+    ? (
+      <PaneLinkMenu>
+        <Box flexDirection="column">
+          {page && <LabelledLink label="Issuer page" url={page} text={new URL(page).hostname.replace(/^www\./, "")} />}
+          {source && <LabelledLink label="Description from" url={source.url} text={source.publisher} />}
+        </Box>
+      </PaneLinkMenu>
+    )
+    : undefined;
+  return <EmptyState title={US_FUND_FACTS_ONLY} message={profile?.name} actions={links} />;
+}

package/src/plugins/builtin/sectors/client.ts

@@ -8,6 +8,7 @@ import {
   historySessionBefore,
   latestHistoryDate,
   sectorExtendedFields,
+  SECTOR_RETURN_BASE_MAX_GAP_DAYS,
   sectorReturnTargetDate,
   sectorQuoteSessionDate,
   sectorReturnStartDate,
@@ -92,7 +93,7 @@ export async function loadSectorRows(
     if (asOfDate && computeTrailingReturn(history, "1Y", price, asOfDate)?.value == null
       && provider.getDetailedPriceHistory) {
       const start = new Date(`${sectorReturnTargetDate(asOfDate, "1Y")}T00:00:00Z`);
-      start.setUTCDate(start.getUTCDate() - 7);
+      start.setUTCDate(start.getUTCDate() - SECTOR_RETURN_BASE_MAX_GAP_DAYS);
       const end = new Date(`${asOfDate}T00:00:00Z`);
       end.setUTCDate(end.getUTCDate() + 1);
       const extended = await provider.getDetailedPriceHistory(sector.etf, "", start, end, "1d").catch(logFailure("sectors", "Sector extended price history failed", []));

package/src/plugins/builtin/sectors/sector-model.ts

@@ -3,6 +3,7 @@ import { getTableWidth, tableColumnWidth } from "../../../components/ui/table-la
 import type { PricePoint, Quote } from "../../../types/financials";
 import { compareSortValues, type SortDirection } from "../../../utils/sort-values";
 import { getPricePointTimestamp } from "../../../utils/price-history";
+import { periodBaseDay, periodBaseIndex } from "../../../market-data/market/period-return";
 import { mergePriceHistoryIntegrity, pricePointIntegrity, type PriceHistoryIntegrity } from "../../../utils/price-history-integrity";
 import {
   getCompletedRegularSessionDisplay,
@@ -17,7 +18,6 @@ import {
   type SectorDef,
 } from "./sector-data";
 
-const DAY_MS = 24 * 60 * 60 * 1000;
 export const DEFAULT_COLLECTION_ID: SectorCollectionId = "sectors";
 
 /**
@@ -274,24 +274,20 @@ export function historySessionBefore(history: readonly PricePoint[], beforeDate:
 
 export type SectorReturnRange = "1M" | "1Y";
 
-/** Clamp calendar subtraction so March 31 maps to February's final day. */
+/** The calendar date a sector's 1M or 1Y return is measured back to (periodBaseDay): 31 Mar's month is 28 Feb. */
 export function sectorReturnTargetDate(asOfDate: string, range: SectorReturnRange): string {
-  const shifted = new Date(`${asOfDate}T00:00:00Z`);
-  const day = shifted.getUTCDate();
-  shifted.setUTCDate(1);
-  shifted.setUTCMonth(shifted.getUTCMonth() - (range === "1M" ? 1 : 12));
-  const lastDay = new Date(Date.UTC(shifted.getUTCFullYear(), shifted.getUTCMonth() + 1, 0)).getUTCDate();
-  shifted.setUTCDate(Math.min(day, lastDay));
-  return shifted.toISOString().slice(0, 10);
+  return periodBaseDay(asOfDate, range);
 }
 
+/** A sector's base close is at most a week before its target date; further back is a hole in the history. */
+export const SECTOR_RETURN_BASE_MAX_GAP_DAYS = 7;
+
+/** The close on or before that date, within a week of it (periodBaseIndex). */
 function returnBaseline(history: readonly PricePoint[], asOfDate: string, range: SectorReturnRange) {
-  const target = sectorReturnTargetDate(asOfDate, range);
-  const baseline = getSortedHistory(history).findLast(({ timestamp }) => new Date(timestamp).toISOString().slice(0, 10) <= target);
-  if (!baseline) return null;
-  const startDate = new Date(baseline.timestamp).toISOString().slice(0, 10);
-  if (Date.parse(target) - Date.parse(startDate) > 7 * DAY_MS) return null;
-  return { ...baseline, startDate };
+  const points = getSortedHistory(history);
+  const days = points.map(({ timestamp }) => new Date(timestamp).toISOString().slice(0, 10));
+  const index = periodBaseIndex(days, sectorReturnTargetDate(asOfDate, range), SECTOR_RETURN_BASE_MAX_GAP_DAYS);
+  return index < 0 ? null : { ...points[index]!, startDate: days[index]! };
 }
 
 /** A reported session establishes the calendar even when its price or the ending observation is unavailable. */

package/src/plugins/builtin/series-inventory.ts

@@ -61,6 +61,7 @@ export const SERIES_INVENTORY: readonly SeriesInventoryEntry[] = [
   { module: "futures-curve", chart: "Futures curve by contract month", notInCatalog: "not-a-time-series", reason: "Plotted by delivery month; each front month is in the catalog as FUT:code." },
   { module: "crypto-board", chart: "Price sparklines for the large coins", series: ["crypto:*"] },
   { module: "perps", chart: "Perpetual funding, open interest, premium and long/short account share", series: ["perps:*"] },
+  { module: "crypto-etf-flows", chart: "The running net flow of the US spot bitcoin or ether ETFs since launch", notInCatalog: "not-yet", reason: "Daily and dated: the running total and each fund's daily flow could be crypto ETF series, and none is registered for the composer yet." },
   { module: "perps", chart: "Perpetual mark price", notInCatalog: "not-yet", reason: "The pair's price is in the catalog; the perpetual's own mark price could be a crypto series." },
   { module: "primary-dealers", chart: "A primary dealer position's weekly net level, the sum of the release's series behind the row", notInCatalog: "not-yet", reason: "Weekly and dated, one series per row of the board; the pane reads each only when its row is selected, and none is registered for the composer yet." },
   { module: "short-interest", chart: "A ticker's short interest and days to cover", series: ["short-interest:*"] },
@@ -77,6 +78,7 @@ export const SERIES_INVENTORY: readonly SeriesInventoryEntry[] = [
   { module: "power", chart: "European gas storage by area: % full, TWh and net injection", series: ["gas-storage:*", "gas-storage-twh:*", "gas-injection:*"] },
   { module: "awards", chart: "A company's government award totals by period", series: ["awards:*"] },
   { module: "company-kpis", chart: "A company's reported operating metrics", notInCatalog: "per-item", reason: "Each company reports its own metrics, with no shared list to register." },
+  { module: "supply-chain", chart: "The largest customer's share of a company's receivables at each period end", notInCatalog: "not-yet", reason: "A dated per-company series from filings that could be registered; it needs three disclosed period ends, so most tickers have none." },
   { module: "estimate-revisions", chart: "Consensus estimate for one fiscal period over time", notInCatalog: "per-item", reason: "One fiscal period of one company." },
   { module: "earnings", chart: "Implied and actual moves around past earnings", notInCatalog: "per-item", reason: "One bar per earnings event." },
   { module: "dividend-yield", chart: "A ticker's trailing 12-month cash dividends", series: ["dividends:*"] },

package/src/plugins/builtin/shared/broker-reconnect.ts

@@ -16,12 +16,79 @@ export interface OfflineBroker {
   syncedAt: number | null;
   /** Why it is offline, in the broker's words when it gave some. */
   reason: string;
-  /** False when no plugin connects it, so pressing a key could not help. */
+  /**
+   * False when no plugin connects it, so pressing a key could not help. For a
+   * disabled profile: whether enabling it can sync it too.
+   */
   reconnectable: boolean;
+  /**
+   * The profile is turned off. Nothing syncs or reconnects it while it is
+   * (`syncBrokerInstance` refuses it); its one key enables it.
+   */
+  disabled?: boolean;
 }
 
-/** The key onboarding gives "Connect a broker". */
-const RECONNECT_BROKER_KEY = "b";
+/** The key onboarding gives "Connect a broker": it reconnects an offline broker and enables a disabled one. */
+const BROKER_KEY = "b";
+
+/** `[b] enable`: one look for every pane that shows a disabled broker profile. */
+export function enableBrokerHint(brokerName: string, onPress: () => void, disabled = false): PaneHint {
+  return {
+    id: "enable-broker",
+    key: BROKER_KEY,
+    label: " enable",
+    title: tf("Enable {broker}", { broker: brokerName }),
+    onPress,
+    disabled,
+  };
+}
+
+/** Which step of enabling a profile failed, said in full: the enabling, or the sync after it. */
+export interface BrokerEnableFailure {
+  step: "enable" | "sync";
+  text: string;
+}
+
+function reasonOf(error: unknown): string | null {
+  return error instanceof Error && error.message.trim() ? error.message.trim() : null;
+}
+
+/**
+ * Turns a disabled broker profile back on, then syncs it when a plugin
+ * connects it, as the app syncs every enabled profile when it starts. Resolves
+ * to null when both worked, or to the step that failed and why: a sync that
+ * fails leaves the profile enabled, and says so.
+ */
+export async function enableBrokerProfile(
+  actions: Pick<ReturnType<typeof usePluginBrokerActions>, "updateBrokerInstance" | "syncBrokerInstance">,
+  instanceId: string,
+  { sync, label }: { sync: boolean; label: string },
+): Promise<BrokerEnableFailure | null> {
+  try {
+    await actions.updateBrokerInstance(instanceId, {}, { enabled: true });
+  } catch (error) {
+    const reason = reasonOf(error);
+    return {
+      step: "enable",
+      text: reason
+        ? tf("Could not enable {label}: {reason}", { label, reason })
+        : tf("Could not enable {label}.", { label }),
+    };
+  }
+  if (!sync) return null;
+  try {
+    await actions.syncBrokerInstance(instanceId);
+  } catch (error) {
+    const reason = reasonOf(error);
+    return {
+      step: "sync",
+      text: reason
+        ? tf("Enabled {label}, but it did not sync: {reason}", { label, reason })
+        : tf("Enabled {label}, but it did not sync.", { label }),
+    };
+  }
+  return null;
+}
 
 /** `as of 14:02` today, `as of Oct 17 14:02` before. */
 function formatBrokerSyncedAt(syncedAt: number, now = Date.now()): string {
@@ -36,7 +103,7 @@ function formatBrokerSyncedAt(syncedAt: number, now = Date.now()): string {
 export interface OfflineBrokerFooter {
   /** `as of …`, when the profile has synced. */
   asOf: PaneFooterSegment[];
-  /** Why the broker is offline, or that it is reconnecting. */
+  /** Why the broker is offline or disabled, or that it is reconnecting. */
   status: PaneFooterSegment[];
   hints: PaneHint[];
 }
@@ -49,21 +116,36 @@ const ONLINE: OfflineBrokerFooter = { asOf: [], status: [], hints: [] };
  * does what Connect does in Brokers (a signed-in broker asks for a new
  * sign-in, any other connects), then syncs the profile so the positions are
  * current again. Nothing changes on screen until that sync lands.
+ *
+ * A disabled profile is never reconnected or synced: the footer says it is
+ * disabled, and `[b] enable` turns it back on and syncs it.
  */
 export function useOfflineBrokerFooter(offline: OfflineBroker | null): OfflineBrokerFooter {
-  const { connectBrokerInstance, syncBrokerInstance } = usePluginBrokerActions();
+  const brokerActions = usePluginBrokerActions();
+  const { connectBrokerInstance, syncBrokerInstance } = brokerActions;
   const { notify } = usePluginAppActions();
-  const [reconnecting, setReconnecting] = useState(false);
+  const [working, setWorking] = useState(false);
   const runningRef = useRef(false);
   const offlineRef = useRef(offline);
   offlineRef.current = offline;
+  const brokerActionsRef = useRef(brokerActions);
+  brokerActionsRef.current = brokerActions;
 
   const reconnect = useCallback(async () => {
     const target = offlineRef.current;
-    if (!target?.reconnectable || runningRef.current) return;
+    if (!target || runningRef.current) return;
+    if (!target.disabled && !target.reconnectable) return;
     runningRef.current = true;
-    setReconnecting(true);
+    setWorking(true);
     try {
+      if (target.disabled) {
+        const failure = await enableBrokerProfile(brokerActionsRef.current, target.instance.id, {
+          sync: target.reconnectable,
+          label: target.brokerName,
+        });
+        if (failure) notify({ type: "error", body: failure.text });
+        return;
+      }
       if (isSignedInBrokerProfile(target.instance)) {
         if (!await requestBrokerSignIn(signedInBrokerForProfile(target.instance, target.brokerName))) return;
       } else {
@@ -77,7 +159,7 @@ export function useOfflineBrokerFooter(offline: OfflineBroker | null): OfflineBr
       });
     } finally {
       runningRef.current = false;
-      setReconnecting(false);
+      setWorking(false);
     }
   }, [connectBrokerInstance, notify, syncBrokerInstance]);
 
@@ -87,19 +169,22 @@ export function useOfflineBrokerFooter(offline: OfflineBroker | null): OfflineBr
     const asOf: PaneFooterSegment[] = offline.syncedAt != null
       ? [{ id: "broker-as-of", asOf: false, parts: [{ text: formatBrokerSyncedAt(offline.syncedAt), tone: "muted" }] }]
       : [];
-    const status: PaneFooterSegment[] = [reconnecting
-      ? { id: "broker-status", parts: [{ text: t("Reconnecting…"), tone: "muted" }] }
+    const status: PaneFooterSegment[] = [working
+      ? { id: "broker-status", parts: [{ text: offline.disabled ? t("Enabling…") : t("Reconnecting…"), tone: "muted" }] }
       : { id: "broker-status", parts: [{ text: offline.reason, tone: "warning" }] }];
-    const hints: PaneHint[] = offline.reconnectable
-      ? [{
-          id: "reconnect-broker",
-          key: RECONNECT_BROKER_KEY,
-          label: " reconnect",
-          title: tf("Reconnect {broker}", { broker: offline.brokerName }),
-          onPress: () => { void reconnect(); },
-          disabled: reconnecting,
-        }]
-      : [];
+    const press = () => { void reconnect(); };
+    const hints: PaneHint[] = offline.disabled
+      ? [enableBrokerHint(offline.brokerName, press, working)]
+      : offline.reconnectable
+        ? [{
+            id: "reconnect-broker",
+            key: BROKER_KEY,
+            label: " reconnect",
+            title: tf("Reconnect {broker}", { broker: offline.brokerName }),
+            onPress: press,
+            disabled: working,
+          }]
+        : [];
     return { asOf, status, hints };
-  }, [offline, reconnect, reconnecting]);
+  }, [offline, reconnect, working]);
 }