gloomberb 0.18.3 → 0.18.4

package/src/components/command-bar/routes/ticker-search/results.ts

@@ -11,7 +11,9 @@ import {
 } from "../../../../tickers/search/asset-classes";
 import type { ResultItem } from "../../list/model";
 import { currencyPairCode } from "../../../../utils/currency-pair";
-import { canonicalExchange, exchangeCodeVenues, parsePublicTickerKey, publicExchange } from "../../../../utils/exchanges";
+import { canonicalExchange, exchangeCodeVenues, isUsListingExchange, parsePublicTickerKey, publicExchange } from "../../../../utils/exchanges";
+import { endsInLegalForm, readNearMissListing, readTerminalListingCode, unknownBloombergMarket } from "../../../../tickers/terminal-codes";
+import { listingSuffixExchange, tickerHasListingSuffix } from "../../../../sources/listing-symbols";
 import { answersToFutureName, answersToIndexCode, compactSearchText, getIssuerGroupKey, isExplicitMarketSymbol } from "../../../../tickers/search/ranking";
 import { isProviderBusy } from "../../../../sources/provider-errors";
 
@@ -165,12 +167,16 @@ export function mergePlainRootTickerResults(
   query: string,
   providerItems: ResultItem[],
   rootItems: ResultItem[],
+  /** What the typed text reads as when it is a terminal's code or a near miss (`readRootTickerQuery`). */
+  reading: RootTickerReading | null = null,
 ): ResultItem[] {
   const seenExactVenues = new Set<string>();
   const seenLooseSymbols = new Set<string>();
   const symbolsWithExact = new Set<string>();
   const candidates: ResultItem[] = [];
-  const isExact = (item: ResultItem) => item.category === "Exact Match" || isExactTickerResultMatch(item, query);
+  const isExact = reading
+    ? (item: ResultItem) => reading.names(item)
+    : (item: ResultItem) => item.category === "Exact Match" || isExactTickerResultMatch(item, query);
   for (const item of providerItems) {
     if (!isInstrumentItem(item)) continue;
     const label = item.label.trim().toUpperCase();
@@ -195,13 +201,76 @@ export function mergePlainRootTickerResults(
     return busy.length > 0 ? [...rootItems, ...busy] : rootItems;
   }
 
+  const exact = instruments.filter(isExact);
+  // `AAPL GY` names a listing search does not have, `700.HK` nearly names one: the row it was read from is offered.
+  const meant = reading && exact.length === 0 ? instruments.find(reading.meant) : undefined;
   return [
-    ...instruments.filter(isExact).map((item) => ({ ...item, category: "Exact Match" })),
+    ...exact.map((item) => ({ ...item, category: "Exact Match" })),
+    ...meant ? [{ ...meant, category: DID_YOU_MEAN_CATEGORY }] : [],
     ...rootItems,
-    ...instruments.filter((item) => !isExact(item)).map((item) => ({ ...item, category: ROOT_INSTRUMENTS_CATEGORY })),
+    ...instruments.filter((item) => !isExact(item) && item !== meant).map((item) => ({ ...item, category: ROOT_INSTRUMENTS_CATEGORY })),
   ];
 }
 
+/** The section of the row a near-miss or a terminal's code was read as, when it names no listing outright. */
+export const DID_YOU_MEAN_CATEGORY = "Did you mean";
+
+/** What a plain root query reads as when it is written the way a terminal or a broker writes a listing. */
+export interface RootTickerReading {
+  /** The symbol search is asked for: the code's ticker (VOD for `VOD LN`), or the working form of a near miss (0700.HK). */
+  search: string;
+  /** Rows on the listing the text names: VOD on LSE for `VOD LN`. They are the exact match. */
+  names: (item: ResultItem) => boolean;
+  /** Rows of the symbol it was read from, the first offered as what it meant when no row is named: AAPL for `AAPL GY`. */
+  meant: (item: ResultItem) => boolean;
+}
+
+/** The symbol and venue a ticker row stands for: SAP:XETR's or SAP on the XETRA row, in canonical codes. */
+function rowListing(item: ResultItem): { symbol: string; exchange: string } {
+  const label = parsePublicTickerKey(item.label.trim().toUpperCase());
+  return { symbol: label.symbol.replace(/[-/]/g, "."), exchange: canonicalExchange(label.exchange || item.right) };
+}
+
+/**
+ * A plain root query written as a Bloomberg code (`VOD LN`, `7203 JP Equity`,
+ * `SPX Index`), as one whose market code no venue answers to (`AAPL GP`), or
+ * nearly as a listing (`700.HK`, `6758.JP`, `BRK/B`), read by the one parser
+ * every command reads them with. A code names its listing; the others only
+ * name the symbol they were read from, offered as what was meant. Null for
+ * anything else, which the bar searches as typed, and for a name before a
+ * legal form (`SAP SE`, `SIEMENS AG`), which search finds as the company.
+ */
+export function readRootTickerQuery(query: string): RootTickerReading | null {
+  const trimmed = query.trim();
+  if (endsInLegalForm(trimmed)) return null;
+  const isInstrument = (item: ResultItem) => item.kind === "ticker" || item.kind === "search";
+  const ofSymbol = (symbol: string) => {
+    const wanted = symbol.toUpperCase().replace(/[-/]/g, ".");
+    return (item: ResultItem) => isInstrument(item) && rowListing(item).symbol === wanted;
+  };
+  const code = readTerminalListingCode(trimmed);
+  if (code?.terminal === "bloomberg") {
+    const listings = [code, ...code.alternatives ?? []];
+    const named = (item: ResultItem) => {
+      const row = rowListing(item);
+      return isInstrument(item) && listings.some((listing) => row.symbol === listing.symbol.replace(/[-/]/g, ".")
+        && (!code.market ? true : listing.exchange ? row.exchange === listing.exchange : isUsListingExchange(row.exchange)));
+    };
+    return { search: code.symbol, names: named, meant: ofSymbol(code.symbol) };
+  }
+  const unknown = unknownBloombergMarket(trimmed);
+  if (unknown) return { search: unknown.symbol, names: () => false, meant: ofSymbol(unknown.symbol) };
+  const nearMiss = readNearMissListing(trimmed);
+  if (!nearMiss) return null;
+  // 0700.HK is listed as 0700 on HKEX: the row of the symbol before its suffix.
+  const { symbol } = parsePublicTickerKey(nearMiss.symbol);
+  const root = tickerHasListingSuffix(symbol) ? symbol.slice(0, symbol.indexOf(".")) : symbol;
+  const suffixVenue = listingSuffixExchange(symbol);
+  const meant = (item: ResultItem) => (ofSymbol(root)(item) && (!suffixVenue || rowListing(item).exchange === suffixVenue))
+    || (isInstrument(item) && isExactTickerResultMatch(item, nearMiss.symbol));
+  return { search: nearMiss.symbol, names: () => false, meant };
+}
+
 function venueMatchesSuffix(item: ResultItem, suffix: string): boolean {
   if (!suffix) return true;
   const displayed = (item.right ?? "").trim().toUpperCase();

package/src/components/command-bar/selection-runtime.ts

@@ -2,7 +2,8 @@ import { useCallback, type MutableRefObject } from "react";
 import type { AppState } from "../../state/app/context";
 import type { TickerRecord } from "../../types/ticker";
 import { t } from "../../i18n";
-import { listingChoiceQuery } from "../../tickers/search";
+import { findExactTickerSearchMatch, listingChoiceQuery } from "../../tickers/search";
+import { isKnownExchangeCode, parsePublicTickerKey } from "../../utils/exchanges";
 import type { PluginRegistry } from "../../plugins/registry";
 import type { Command } from "./commands/registry";
 import type {
@@ -22,6 +23,7 @@ import {
 import type { OpenInlineConfirm } from "./routing/confirm";
 import { activatePickerSelectionAction } from "./picker-activation";
 import type { RunRootRow } from "./routes/root/search-report";
+import type { ShortcutIntent } from "./routes/root/shortcuts";
 
 type OpenModeRouteFn = (
   screen: "ticker-search" | "layout",
@@ -39,6 +41,7 @@ type ExecuteCollectionCommandFn = (
 
 interface UseCommandBarSelectionRuntimeOptions {
   activeTickerSymbol: string | null;
+  promptTickerSymbol?: string | null;
   availableCommands: Command[];
   clearThemePreview: (themeId: string) => void;
   closeAll: (options?: { revertThemePreview?: boolean }) => void;
@@ -64,6 +67,8 @@ interface UseCommandBarSelectionRuntimeOptions {
   rootModeKindRef: MutableRefObject<CommandBarMode>;
   rootQuery: string;
   rootQueryRef: MutableRefObject<string>;
+  rootSelectionNavigatedRef: MutableRefObject<boolean>;
+  rootShortcutIntent: ShortcutIntent;
   rootThemeBaseIdRef: MutableRefObject<string | null>;
   runDirectCommand: (command: Command, arg: string) => void;
   /**
@@ -72,7 +77,7 @@ interface UseCommandBarSelectionRuntimeOptions {
    * or rewrote the query. It never holds the row up.
    */
   runRootRow?: RunRootRow;
-  runSecurityDescriptionShortcut: (query?: string) => void | Promise<void>;
+  runSecurityDescriptionShortcut: (query?: string, options?: { forceNewPane?: boolean }) => void | Promise<void>;
   setRootQuery: (query: string) => void;
   stateConfigLayout: AppState["config"]["layout"];
   stateRef: MutableRefObject<AppState>;
@@ -82,6 +87,7 @@ interface UseCommandBarSelectionRuntimeOptions {
 
 export function useCommandBarSelectionRuntime({
   activeTickerSymbol,
+  promptTickerSymbol = null,
   availableCommands,
   clearThemePreview,
   closeAll,
@@ -102,6 +108,8 @@ export function useCommandBarSelectionRuntime({
   rootModeKindRef,
   rootQuery,
   rootQueryRef,
+  rootSelectionNavigatedRef,
+  rootShortcutIntent,
   rootThemeBaseIdRef,
   runDirectCommand,
   runRootRow,
@@ -131,6 +139,7 @@ export function useCommandBarSelectionRuntime({
 
   const resolveImmediateRootSelection = useCallback((query: string): ResultItem | null => buildImmediateRootSelection({
     activeTickerSymbol,
+    promptTickerSymbol,
     availableCommands,
     createPaneTemplateItem,
     createPluginCommandItem,
@@ -147,6 +156,7 @@ export function useCommandBarSelectionRuntime({
     startThemePicker,
   }), [
     activeTickerSymbol,
+    promptTickerSymbol,
     availableCommands,
     createPaneTemplateItem,
     createPluginCommandItem,
@@ -171,6 +181,7 @@ export function useCommandBarSelectionRuntime({
     const query = rootQueryRef.current;
     const accept = () => acceptRootShortcutTabAction({
       activeTickerSymbol,
+      promptTickerSymbol,
       availableCommands,
       createPaneTemplateItem,
       createPluginCommandItem,
@@ -196,6 +207,7 @@ export function useCommandBarSelectionRuntime({
     return accepted;
   }, [
     activeTickerSymbol,
+    promptTickerSymbol,
     availableCommands,
     createPaneTemplateItem,
     createPluginCommandItem,
@@ -267,11 +279,37 @@ export function useCommandBarSelectionRuntime({
   const activateListSelection = useCallback((options?: { secondary?: boolean; item?: ResultItem }) => {
     const listState = visibleListStateRef.current;
     if (!listState) return;
-    const typed = options?.item
-      ? null
-      : (!currentRoute && rootQueryRef.current !== rootQuery
-        ? resolveImmediateRootSelection(rootQueryRef.current)
-        : null);
+    // Enter submits the typed command until a row is deliberately chosen.
+    // Search ranks suggestions by relevance; its first namesake must not
+    // replace the listing the shared ticker resolver would open.
+    const queryChanged = rootQueryRef.current !== rootQuery;
+    const tickerArgument = rootShortcutIntent.kind !== "none" && rootShortcutIntent.argKind === "ticker"
+      ? rootShortcutIntent.argText : null;
+    const listingQuery = listingChoiceQuery(tickerArgument ?? rootQueryRef.current);
+    const choosingVenue = listingQuery && !isKnownExchangeCode(listingQuery.suffix);
+    const submitTyped = !options?.item && !currentRoute
+      && (queryChanged || (!rootSelectionNavigatedRef.current && !choosingVenue));
+    let typed = submitTyped && (queryChanged || tickerArgument !== null)
+      ? resolveImmediateRootSelection(rootQueryRef.current) : null;
+    const first = listState.results[listState.selectedIdx];
+    if (typed && !queryChanged && rootShortcutIntent.kind !== "none" && rootShortcutIntent.argKind === "ticker"
+      && first && (first.kind === "ticker" || first.kind === "search")) {
+      const argument = rootShortcutIntent.argText;
+      // Company names and partial symbols still accept the suggested match.
+      // An exact symbol or named venue goes through listing resolution.
+      if (!parsePublicTickerKey(argument).exchange && !findExactTickerSearchMatch(
+        listState.results.filter((item) => item.kind === "ticker" || item.kind === "search"), argument,
+      )) typed = null;
+    }
+    // A plain symbol follows the same path once it is the default ticker row.
+    // Commands and company-name searches keep their own default actions.
+    const plainSymbol = submitTyped && !typed && first && (first.kind === "ticker" || first.kind === "search")
+      && findExactTickerSearchMatch([first], rootQueryRef.current);
+    if (plainSymbol && first) {
+      const symbol = rootQueryRef.current;
+      typed = { ...first, action: () => runSecurityDescriptionShortcut(symbol),
+        secondaryAction: () => runSecurityDescriptionShortcut(symbol, { forceNewPane: true }) };
+    }
     const selected = options?.item ?? typed ?? listState.results[listState.selectedIdx];
     if (!selected || selected.disabled) return;
 
@@ -340,9 +378,8 @@ export function useCommandBarSelectionRuntime({
       item: selected,
       query,
       rank: selected === typed ? 0 : Math.max(0, listState.results.indexOf(selected)),
-      // Text that ran before its list rendered is the shortcut itself;
-      // otherwise only the row the shortcut resolves to is.
-      isShortcut: () => selected === typed || resolveImmediateRootSelection(query)?.id === selected.id,
+      // A plain symbol stays a ticker choice; a submitted command is the shortcut itself.
+      isShortcut: () => !plainSymbol && (selected === typed || resolveImmediateRootSelection(query)?.id === selected.id),
     }, run);
   }, [
     closeAll,
@@ -355,7 +392,10 @@ export function useCommandBarSelectionRuntime({
     resolveImmediateRootSelection,
     rootQuery,
     rootQueryRef,
+    rootSelectionNavigatedRef,
+    rootShortcutIntent,
     runRootRow,
+    runSecurityDescriptionShortcut,
     stateConfigLayout,
     stateRef,
     visibleListStateRef,

package/src/components/command-bar/surface/index.tsx

@@ -22,7 +22,8 @@ import { createQuickLookTickerCandidates } from "../routes/ticker-search/results
 import { useCommandSearchReport } from "../routes/root/search-report";
 import { useAppStateRef } from "../../../state/app/context";
 import { listingChoiceQuery } from "../../../tickers/search";
-import { parseRootShortcutIntent } from "../routes/root/shortcuts";
+import { commandPromptTicker } from "../../../layout/selected-ticker";
+import { leadingShortcutCode, parseRootShortcutIntent } from "../routes/root/shortcuts";
 import { useRootPluginInstallItem } from "../routes/root/plugin-install";
 import { useRootPluginTurnOnItem } from "../routes/root/plugin-turn-on";
 import { useCommandBarThemePreview } from "../theme-preview";
@@ -227,13 +228,30 @@ export function CommandBar({
     [getAvailablePaneTemplates],
   );
 
+  const promptTickerSymbol = commandPromptTicker(state)?.symbol ?? null;
   const rootShortcutIntent = useMemo(() => parseRootShortcutIntent({
     query: rootQuery,
     commands: availableCommands,
     pluginCommands: getAvailablePluginCommands(),
     paneTemplates: getAvailablePaneShortcutTemplates(rootQuery),
     activeTicker: activeTickerSymbol,
-  }), [activeTickerSymbol, availableCommands, getAvailablePaneShortcutTemplates, getAvailablePluginCommands, rootQuery]);
+    promptTicker: promptTickerSymbol,
+  }), [activeTickerSymbol, availableCommands, getAvailablePaneShortcutTemplates, getAvailablePluginCommands, promptTickerSymbol, rootQuery]);
+  // Every code of an enabled plugin, whether or not it can open here, so text
+  // it leads is never answered with only the sign-up offer.
+  const leadingCode = useMemo(() => {
+    if (rootShortcutIntent.kind !== "none") return null;
+    const disabled = new Set(state.config.disabledPlugins ?? []);
+    return leadingShortcutCode({
+      query: rootQuery,
+      commands: availableCommands,
+      pluginCommands: getAvailablePluginCommands(),
+      paneTemplates: [...pluginRegistry.paneTemplates.values()].filter((template) => {
+        const pluginId = pluginRegistry.getPaneTemplatePluginId(template.id);
+        return !pluginId || !disabled.has(pluginId);
+      }),
+    });
+  }, [availableCommands, getAvailablePluginCommands, pluginRegistry, rootQuery, rootShortcutIntent.kind, state.config.disabledPlugins]);
   const listingChoice = !currentRoute && rootShortcutIntent.kind === "none"
     ? listingChoiceQuery(rootQuery)
     : null;
@@ -433,6 +451,7 @@ export function CommandBar({
     executeCollectionCommand,
     getAvailablePaneShortcutTemplates,
     getRecentPaneTemplate,
+    leadingShortcutCode: leadingCode,
     getTickers: getTickerSearchTickers,
     hasPaneSettings,
     localTickerSearchResultItems,
@@ -492,6 +511,7 @@ export function CommandBar({
     setActiveListQuery,
   } = useCommandBarSelectionRuntime({
     activeTickerSymbol,
+    promptTickerSymbol,
     availableCommands,
     clearThemePreview,
     closeAll: closeAfterRun,
@@ -512,6 +532,8 @@ export function CommandBar({
     rootModeKindRef,
     rootQuery,
     rootQueryRef,
+    rootSelectionNavigatedRef,
+    rootShortcutIntent,
     rootThemeBaseIdRef,
     runDirectCommand,
     runRootRow,

package/src/components/command-bar/view-model.ts

@@ -186,6 +186,12 @@ const PLUGIN_INSTALL_SECTION_PRIORITY = -200;
  * it was derived from, which is a guess sitting above the fact behind it.
  */
 const EXACT_MATCH_SECTION_PRIORITY = -150;
+/**
+ * The listing a near miss or a terminal's code was read as (`700.HK` as 0700
+ * on HKEX), when no row is the exact match: a fact the typed text points at,
+ * so it sits under an exact symbol and above the AI's guess.
+ */
+const DID_YOU_MEAN_SECTION_PRIORITY = -120;
 /**
  * The AI leads the rest even though it is the slowest source (~600ms+): it
  * translates the sentence the user typed into commands, which is the answer to
@@ -211,6 +217,7 @@ function getCategoryPriority(category: string, options?: CommandBarSectionOption
   if (sectionOrder === "ranked") return 0;
   if (normalized === "ask ai") return ASSIST_SECTION_PRIORITY;
   if (normalized === "exact match") return EXACT_MATCH_SECTION_PRIORITY;
+  if (normalized === "did you mean") return DID_YOU_MEAN_SECTION_PRIORITY;
   if (category === PLUGIN_INSTALL_CATEGORY) return PLUGIN_INSTALL_SECTION_PRIORITY;
   if (normalized === "instruments") return INSTRUMENTS_SECTION_PRIORITY;
   if (normalized === "suggested") return SUGGESTED_SECTION_PRIORITY;

package/src/components/command-bar/workflow/broker.ts

@@ -1,6 +1,6 @@
 import {
+  brokerDirectorySummary,
   brokerMethodLabel,
-  brokerMethodSummary,
   type BrokerDirectoryEntry,
   type BrokerMethod,
 } from "../../../brokers/directory";
@@ -51,7 +51,7 @@ export function buildBrokerWorkflowRoute({
   options.push(...directory.map((entry) => ({
     label: entry.name,
     value: entry.key,
-    description: brokerMethodSummary(entry),
+    description: brokerDirectorySummary(entry),
   })));
 
   const fields: CommandBarWorkflowField[] = [{

package/src/components/command-bar/workflow/collection-actions.ts

@@ -16,6 +16,7 @@ import { connectSignedInBrokerProfile } from "../../../brokers/signed-in/connect
 import {
   addTickerToPortfolio,
   adoptFirstPositionCurrency,
+  LotCostFxMergeError,
   createManualPortfolio as createManualPortfolioConfig,
   deleteManualPortfolio,
   deleteWatchlist as deleteWatchlistConfig,
@@ -27,6 +28,14 @@ import {
   validatePositionShares,
 } from "../../../portfolio/mutations";
 import { loadFuturesEntrySize } from "../../../portfolio/futures-terms";
+import {
+  FORM_COST_FX_WORDING, PositionCostFxError, readCostFxRate, readPurchaseDate, resolvePositionCostFx,
+} from "../../../portfolio/cost-fx";
+import { getManualPortfolioPositionPrefill } from "../../../portfolio/manual-lots";
+import { resolvePortfolioTotalsCurrency } from "../../../portfolio/totals-currency";
+import { createBaseConverter } from "../../../cli/base-converter";
+import { heldCurrencyUnit } from "../../../utils/currency-units";
+import { positionCostTermsPrefill } from "./portfolio-position";
 import { wholeUnitQuantityProblem } from "../../../portfolio/position-quantity";
 import type { CommandBarFieldValue } from "./types";
 import type { WorkflowStringValues } from "./broker";
@@ -126,6 +135,7 @@ export function createCommandBarCollectionWorkflowActions(options: {
       const connected = await connectSignedInBrokerProfile(broker, {
         getConfig: () => pluginRegistry.getConfig(),
         createBrokerInstance: (brokerType, label, values) => pluginRegistry.createBrokerInstance(brokerType, label, values),
+        enableBrokerInstance: (instanceId) => pluginRegistry.updateBrokerInstance(instanceId, {}, { enabled: true }),
         syncBrokerInstance: (instanceId) => pluginRegistry.syncBrokerInstance(instanceId),
         requestSignIn: requestBrokerSignIn,
       });
@@ -271,16 +281,45 @@ export function createCommandBarCollectionWorkflowActions(options: {
         currentState.config.baseCurrency,
         size?.currency,
       );
-      const result = setManualPortfolioPosition(ticker, portfolio.id, {
-        shares,
-        avgCost,
-        currency,
-        ...(size ? { multiplier: size.multiplier } : {}),
-      });
+      // Purchase Date and Cost FX behave as `position set --date/--cost-fx`. A field left as it opened keeps
+      // what the lots have; one emptied clears it; a new date reads that day's FX close unless a rate is typed.
       const firstPosition = !hasOpenPortfolioPositions(portfolio.id, getState().tickers.values());
+      const adopted = firstPosition ? adoptFirstPositionCurrency(getState().config, portfolio.id, currency) : null;
+      const valued = adopted ?? getState().config;
+      const portfolioCurrency = resolvePortfolioTotalsCurrency(
+        valued.portfolios.find((entry) => entry.id === portfolio.id) ?? portfolio, valued.baseCurrency);
+      const opened = positionCostTermsPrefill(getManualPortfolioPositionPrefill(ticker, portfolio.id).position, portfolioCurrency);
+      const dateText = coerceFieldString(values.dateAcquired).trim();
+      const rateText = coerceFieldString(values.costFx).trim();
+      const dateAcquired = dateText === opened.dateAcquired ? undefined : dateText ? readPurchaseDate(dateText, FORM_COST_FX_WORDING) : null;
+      const typedRate = rateText && rateText !== opened.costFx ? readCostFxRate(rateText, FORM_COST_FX_WORDING) : undefined;
+      const toPortfolio = createBaseConverter(dataProvider, heldCurrencyUnit(portfolioCurrency).currency);
+      let result: ReturnType<typeof setManualPortfolioPosition>;
+      try {
+        const bought = await resolvePositionCostFx({
+          date: dateAcquired ?? undefined, costFx: typedRate, history: apiClient,
+          currency, portfolioCurrency, listing: ticker.metadata.ticker, wording: FORM_COST_FX_WORDING,
+          // Today's rate, in the units the lot is held in: what a typed rate is checked against.
+          todaysRate: async () => (await toPortfolio(1, heldCurrencyUnit(currency).currency))
+            / heldCurrencyUnit(currency).divisor * heldCurrencyUnit(portfolioCurrency).divisor,
+        });
+        const costFx = bought ? bought.costFx : !rateText && opened.costFx ? null : undefined;
+        result = setManualPortfolioPosition(ticker, portfolio.id, {
+          shares,
+          avgCost,
+          currency,
+          ...(size ? { multiplier: size.multiplier } : {}),
+          ...(dateAcquired !== undefined ? { dateAcquired } : {}),
+          ...(costFx !== undefined ? { costFx } : {}),
+        });
+      } catch (error) {
+        // The form shows one message: what is wrong, then what to give instead.
+        if (error instanceof PositionCostFxError && error.details) throw new Error(`${error.message} ${error.details}`);
+        if (error instanceof LotCostFxMergeError) throw new Error(`${error.message} Give its Cost FX or Purchase Date.`);
+        throw error;
+      }
       await tickerRepository.saveTicker(result.ticker);
       dispatch({ type: "UPDATE_TICKER", ticker: result.ticker });
-      const adopted = firstPosition ? adoptFirstPositionCurrency(getState().config, portfolio.id, currency) : null;
       if (adopted) {
         dispatch({ type: "SET_CONFIG", config: adopted });
         persistConfig(adopted);

package/src/components/command-bar/workflow/collection-ticker.ts

@@ -1,7 +1,7 @@
 import type { TickerRecord } from "../../../types/ticker";
-import { canonicalExchange, parsePublicTickerKey } from "../../../utils/exchanges";
+import { canonicalExchange, parsePublicTickerKey, publicTickerKey } from "../../../utils/exchanges";
 import { resolveCurrencyUnit } from "../../../utils/currency-units";
-import { tickerHasListingSuffix, listingSuffixConflictsWithExchange, listingSuffixExchange } from "../../../sources/listing-symbols";
+import { tickerHasListingSuffix, listingSuffixConflictsWithExchange, listingSuffixExchange, listingSuffixVenue } from "../../../sources/listing-symbols";
 import { classifyInstrumentKind } from "../../../tickers/search/ranking";
 import { searchContractKey } from "../../../tickers/search/identity";
 import type { CollectionKind } from "./tickers";
@@ -42,6 +42,34 @@ function ownsCollection(ticker: TickerRecord, kind: CollectionKind, collectionId
     || (kind === "portfolio" && ticker.metadata.positions.some((position) => !collectionId || position.portfolio === collectionId));
 }
 
+/**
+ * The row a research alias under a vendor's suffixed key (GARAN.IS, opened
+ * from a link) joins a collection as: its listing's own row, saved under the
+ * key GARAN:BIST is saved under, or a new one there. Null for any other row.
+ */
+function listingRow(
+  ticker: TickerRecord,
+  equivalent: readonly TickerRecord[],
+  tickers: ReadonlyMap<string, TickerRecord>,
+): TickerRecord | null {
+  if ((ticker.metadata.broker_contracts ?? []).length > 0) return null;
+  const parsed = parsePublicTickerKey(ticker.metadata.ticker);
+  const venue = listingSuffixVenue(parsed.symbol, parsed.exchange ?? ticker.metadata.exchange);
+  if (!venue) return null;
+  const own = equivalent.find((candidate) => !tickerHasListingSuffix(parsePublicTickerKey(candidate.metadata.ticker).symbol));
+  if (own) return own;
+  const onVenue = (row: TickerRecord | undefined) => !!row && canonicalExchange(row.metadata.exchange) === venue.exchange;
+  const bare = tickers.get(venue.symbol);
+  const venueKey = publicTickerKey(venue.symbol, venue.exchange);
+  if (onVenue(bare)) return bare!;
+  if (onVenue(tickers.get(venueKey))) return tickers.get(venueKey)!;
+  // A new row takes the key adding GARAN:BIST takes: the bare symbol while it is free.
+  const key = bare ? venueKey : venue.symbol;
+  if (tickers.has(key)) return null;
+  const { mergedLots: _lots, ...metadata } = ticker.metadata;
+  return { metadata: { ...metadata, ticker: key, exchange: venue.exchange, portfolios: [], watchlists: [], positions: [], tags: [], custom: {} } };
+}
+
 /** Research aliases must not hide or duplicate the saved record that owns a holding. */
 export function resolveCollectionTicker(
   ticker: TickerRecord,
@@ -51,7 +79,7 @@ export function resolveCollectionTicker(
 ): TickerRecord {
   ticker = tickers.get(ticker.metadata.ticker) ?? ticker;
   const identity = listingIdentity(ticker);
-  if (!identity) return ticker;
+  if (!identity) return listingRow(ticker, [], tickers) ?? ticker;
   const equivalent = [...new Map([...tickers, [ticker.metadata.ticker, ticker]]).values()]
     .filter((candidate) => listingIdentity(candidate) === identity);
   const owners = equivalent.filter((candidate) => ownsCollection(candidate, kind, collectionId));
@@ -61,5 +89,5 @@ export function resolveCollectionTicker(
   // If existing records own different collections, the requested empty record
   // can join a new collection without changing either existing owner.
   const otherOwners = collectionId ? equivalent.filter((candidate) => ownsCollection(candidate, kind)) : [];
-  return otherOwners.length === 1 ? otherOwners[0]! : ticker;
+  return otherOwners.length === 1 ? otherOwners[0]! : listingRow(ticker, equivalent, tickers) ?? ticker;
 }

package/src/components/command-bar/workflow/fields.ts

@@ -47,6 +47,12 @@ export function keysClearedByChange(
   return clearOnChange && !Object.is(previous, next) ? clearOnChange : [];
 }
 
+/** A wizard step's condition as the workflow field's list: one answer, or every one of several. */
+function wizardDependencies(dependsOn: WizardStep["dependsOn"]): FieldDependency[] | undefined {
+  if (!dependsOn) return undefined;
+  return (Array.isArray(dependsOn) ? dependsOn : [dependsOn]).map(({ key, value }) => ({ key, value }));
+}
+
 /** The answer a wizard step starts on: its default, else a select's first option. */
 function wizardStepInitialValue(step: WizardStep): string | undefined {
   if (step.defaultValue) return step.defaultValue;
@@ -175,7 +181,7 @@ export function normalizeWizardFields(steps: WizardStep[]): {
         placeholder: step.placeholder,
         description: step.body?.[0],
         required: step.required !== false,
-        dependsOn: step.dependsOn ? [{ key: step.dependsOn.key, value: step.dependsOn.value }] : undefined,
+        dependsOn: wizardDependencies(step.dependsOn),
         clearOnChange: step.clearOnChange,
       });
       continue;
@@ -188,7 +194,7 @@ export function normalizeWizardFields(steps: WizardStep[]): {
       placeholder: step.placeholder,
       description: step.body?.[0],
       required: step.required !== false,
-      dependsOn: step.dependsOn ? [{ key: step.dependsOn.key, value: step.dependsOn.value }] : undefined,
+      dependsOn: wizardDependencies(step.dependsOn),
       clearOnChange: step.clearOnChange,
     });
   }

package/src/components/command-bar/workflow/ops.ts

@@ -1,6 +1,7 @@
 import { type LayoutConfig, type PaneBinding, type PaneInstanceConfig } from "../../../types/config";
 import type { PaneSettingField, PaneTemplateContext, PaneTemplateCreateOptions, PaneTemplateInstanceConfig, PaneTemplateDef } from "../../../types/plugin";
 import { getFocusedCollectionId, getFocusedTickerSymbol } from "../../../state/app/context";
+import { commandPromptTicker } from "../../../layout/selected-ticker";
 import { resolveInstrumentForPane, resolveListingForPane } from "../../../core/state/app/instrument";
 import { resolveTickerOpenTarget, tickerOpenFailureMessage } from "../../../tickers/open-target";
 import { instrumentFromTicker } from "../../../market-data/request-types";
@@ -20,7 +21,7 @@ import {
   buildRelationshipGraphPaneTitle,
 } from "../../../plugins/builtin/correlation/relationship/model";
 import { buildQuoteMonitorPaneTitle } from "../../../plugins/builtin/ticker-detail/settings";
-import { getPaneTemplateDisplayLabel } from "../pane-templates/items";
+import { getPaneTemplateDisplayLabel, paneTemplateArgError } from "../pane-templates/items";
 import { automationActive, describeUsageFunction, recordFunctionOpen } from "../../../telemetry/usage-counts";
 import { attentionActionForPane, captureAttentionAction } from "../../../telemetry/attention-counts";
 import { publicTickerKey } from "../../../utils/exchanges";
@@ -101,13 +102,20 @@ async function resolvePaneTemplateOptions(
   resolvedOptions: PaneTemplateCreateOptions | undefined;
 }> {
   const state = deps.getState();
+  const focusedSymbol = getFocusedTickerSymbol(state);
+  // A required ticker follows the prompt, including a linked desk the focused
+  // pane does not hold. An optional ticker stays unbound unless one was named.
+  const requiresTicker = (template.shortcut?.argPlaceholder === "ticker" || template.shortcut?.argKind === "ticker")
+    && !template.shortcut?.argOptional;
+  const prompt = requiresTicker ? commandPromptTicker(state) : null;
+  const tickerRootId = prompt?.rootInstanceId ?? state.focusedPaneId;
   const baseContext: PaneTemplateContext = {
     config: state.config,
     layout: state.config.layout,
     focusedPaneId: state.focusedPaneId,
-    activeTicker: getFocusedTickerSymbol(state),
-    activeInstrument: state.focusedPaneId ? resolveInstrumentForPane(state, state.focusedPaneId)?.instrument : undefined,
-    activeListing: state.focusedPaneId ? resolveListingForPane(state, state.focusedPaneId) : undefined,
+    activeTicker: prompt?.symbol ?? focusedSymbol,
+    activeInstrument: tickerRootId ? resolveInstrumentForPane(state, tickerRootId)?.instrument : undefined,
+    activeListing: tickerRootId ? resolveListingForPane(state, tickerRootId) : undefined,
     activeCollectionId: getFocusedCollectionId(state),
   };
 
@@ -226,6 +234,12 @@ export async function createPaneTemplateOrThrow(
 
   const { context, resolvedOptions } = await resolvePaneTemplateOptions(template, options, deps);
 
+  // A name the function knows nothing of opens nothing, rather than its default view.
+  const argError = paneTemplateArgError(template, resolvedOptions?.arg, context);
+  if (argError) {
+    throw new Error(argError.detail ? `${argError.message}. ${argError.detail}.` : `${argError.message}.`);
+  }
+
   if (template.canCreate && !template.canCreate(context, resolvedOptions)) {
     throw new Error(uncoveredTemplateMessage(template, deps.pluginRegistry, resolvedOptions)
       ?? `Can't create ${getPaneTemplateDisplayLabel(template).toLowerCase()} right now.`);