gloomberb 0.18.3 → 0.18.4

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (886) hide show
  1. package/README.md +8 -8
  2. package/README.zh-CN.md +11 -11
  3. package/bin/{gloomberb → gloom} +3 -1
  4. package/package.json +6 -2
  5. package/src/account/checkout-handoff.tsx +225 -0
  6. package/src/account/device-signin-dialog.tsx +2 -2
  7. package/src/account/device-signin.ts +2 -2
  8. package/src/account/upgrade-dialog.tsx +1 -1
  9. package/src/api-client/askg.ts +2 -2
  10. package/src/api-client/auth.ts +2 -2
  11. package/src/api-client/central-bank-rates.ts +6 -0
  12. package/src/api-client/collections.ts +5 -1
  13. package/src/api-client/cot.ts +2 -0
  14. package/src/api-client/crypto-etf-flows.ts +37 -0
  15. package/src/api-client/crypto-markets.ts +60 -0
  16. package/src/api-client/data.ts +84 -5
  17. package/src/api-client/doe.ts +15 -0
  18. package/src/api-client/equity-screener.ts +28 -0
  19. package/src/api-client/exchange-announcements.ts +38 -0
  20. package/src/api-client/fund-facts.ts +39 -0
  21. package/src/api-client/futures-curve.ts +9 -1
  22. package/src/api-client/hiring.ts +301 -0
  23. package/src/api-client/index.ts +22 -5
  24. package/src/api-client/market-discovery.ts +14 -0
  25. package/src/api-client/members.ts +6 -0
  26. package/src/api-client/mna.ts +6 -0
  27. package/src/api-client/paths.ts +18 -1
  28. package/src/api-client/request.ts +21 -4
  29. package/src/api-client/short-side-publications.ts +37 -0
  30. package/src/api-client/socket.ts +64 -4
  31. package/src/api-client/swap-curve.ts +35 -0
  32. package/src/api-client/themes.ts +7 -1
  33. package/src/api-client/types.ts +90 -2
  34. package/src/app/pane-runtime/plugin-bindings.ts +9 -2
  35. package/src/app/runtime/desktop-deeplink.ts +5 -5
  36. package/src/app/runtime/plugin-bindings.ts +2 -2
  37. package/src/app/runtime/startup.ts +13 -0
  38. package/src/app/star-prompt/status-line.tsx +2 -2
  39. package/src/architecture/core-builtin-allowlist.json +5 -2
  40. package/src/architecture/ui-literals-allowlist.json +3 -3
  41. package/src/architecture/ui-tokens-allowlist.json +1 -1
  42. package/src/brokers/broker-portfolio-sync.ts +37 -0
  43. package/src/brokers/directory.ts +11 -0
  44. package/src/brokers/logos.ts +3 -1
  45. package/src/brokers/signed-in/adapter.ts +304 -26
  46. package/src/brokers/signed-in/client.ts +14 -2
  47. package/src/brokers/signed-in/connect.ts +10 -2
  48. package/src/brokers/sync-broker-instance.ts +9 -1
  49. package/src/capabilities/chart-series.ts +22 -6
  50. package/src/cli/bank-section.ts +1 -1
  51. package/src/cli/base-converter.ts +23 -14
  52. package/src/cli/central-bank-events.ts +1 -1
  53. package/src/cli/command-options.ts +59 -4
  54. package/src/cli/commands/api.ts +9 -6
  55. package/src/cli/commands/broker.ts +2 -2
  56. package/src/cli/commands/command-utils.ts +2 -2
  57. package/src/cli/commands/crypto-hints.ts +7 -20
  58. package/src/cli/commands/fred-series.ts +4 -2
  59. package/src/cli/commands/keybindings.ts +2 -2
  60. package/src/cli/commands/market.ts +1117 -264
  61. package/src/cli/commands/news-hints.ts +2 -2
  62. package/src/cli/commands/news-search.ts +59 -6
  63. package/src/cli/commands/options-leaps.ts +41 -26
  64. package/src/cli/commands/overview.ts +121 -48
  65. package/src/cli/commands/plugins.ts +9 -9
  66. package/src/cli/commands/remote.ts +13 -10
  67. package/src/cli/commands/search.ts +64 -44
  68. package/src/cli/commands/system.ts +27 -19
  69. package/src/cli/commands/themes.ts +1 -1
  70. package/src/cli/commands/ticker.ts +192 -47
  71. package/src/cli/context.ts +3 -2
  72. package/src/cli/desktop-pane-shot-view.ts +2 -2
  73. package/src/cli/desktop-pane-shot.ts +1 -1
  74. package/src/cli/earnings-calendar.ts +4 -4
  75. package/src/cli/entry.ts +18 -1
  76. package/src/cli/errors.ts +20 -2
  77. package/src/cli/exit-codes.ts +1 -1
  78. package/src/cli/export-source.ts +10 -4
  79. package/src/cli/freshness.ts +2 -8
  80. package/src/cli/fx-forward.ts +130 -0
  81. package/src/cli/fx-pair.ts +10 -9
  82. package/src/cli/glossary.ts +64 -20
  83. package/src/cli/help.ts +19 -13
  84. package/src/cli/history-export.ts +126 -0
  85. package/src/cli/history-rows.ts +196 -43
  86. package/src/cli/index-roots.ts +5 -45
  87. package/src/cli/index.ts +24 -18
  88. package/src/cli/known-gaps.ts +118 -25
  89. package/src/cli/listing-arg.ts +300 -41
  90. package/src/cli/name-entries.ts +30 -18
  91. package/src/cli/native-smoke.ts +2 -0
  92. package/src/cli/not-a-ticker.ts +19 -9
  93. package/src/cli/opentui-libc.ts +5 -0
  94. package/src/cli/options.ts +12 -0
  95. package/src/cli/pane-functions/capabilities.ts +75 -20
  96. package/src/cli/pane-functions/catalog.ts +24 -23
  97. package/src/cli/pane-functions/discovery.ts +1 -1
  98. package/src/cli/pane-functions/dom.ts +10 -7
  99. package/src/cli/pane-functions/financial-ratio-shot.ts +2 -2
  100. package/src/cli/pane-functions/freshness.ts +174 -23
  101. package/src/cli/pane-functions/function-help.ts +66 -27
  102. package/src/cli/pane-functions/headless.ts +24 -11
  103. package/src/cli/pane-functions/index.ts +18 -16
  104. package/src/cli/pane-functions/options.ts +22 -2
  105. package/src/cli/pane-functions/report-notices.ts +12 -4
  106. package/src/cli/pane-functions/report.ts +5 -5
  107. package/src/cli/pane-functions/resolver.ts +47 -10
  108. package/src/cli/pane-functions/screenshot-assessment.ts +322 -0
  109. package/src/cli/pane-functions/screenshot-bridge.ts +152 -0
  110. package/src/cli/pane-functions/screenshot-chart-evidence.ts +396 -0
  111. package/src/cli/pane-functions/screenshot-data-evidence.ts +383 -0
  112. package/src/cli/pane-functions/screenshot-evidence.ts +1 -1
  113. package/src/cli/pane-functions/screenshot-payload.ts +453 -0
  114. package/src/cli/pane-functions/screenshot-render.ts +316 -0
  115. package/src/cli/pane-functions/screenshot-types.ts +162 -0
  116. package/src/cli/pane-functions/shot-options.ts +8 -3
  117. package/src/cli/peso-dollar-rates.ts +79 -0
  118. package/src/cli/quote-answer.ts +38 -3
  119. package/src/cli/report-tables.ts +61 -16
  120. package/src/cli/restore-plugins.ts +29 -14
  121. package/src/cli/result.ts +111 -22
  122. package/src/cli/series-search.ts +5 -5
  123. package/src/cli/statement-filings.ts +19 -0
  124. package/src/cli/suffixed-listing-rows.ts +49 -0
  125. package/src/cli/symbol-args.ts +50 -15
  126. package/src/cli/symbol-cells.ts +120 -0
  127. package/src/cli/symbol-list.ts +198 -68
  128. package/src/cli/symbol-rows.ts +131 -25
  129. package/src/cli/ticker-resolution.ts +108 -11
  130. package/src/cli/treasury-yields.ts +5 -5
  131. package/src/cli/types.ts +2 -0
  132. package/src/cli/uncovered-instrument.ts +3 -3
  133. package/src/cli/unknown-command.ts +6 -6
  134. package/src/components/chart/composite/chart-layout.ts +131 -0
  135. package/src/components/chart/composite/composite-chart.tsx +373 -16
  136. package/src/components/chart/composite/interactions.ts +7 -2
  137. package/src/components/chart/composite/legend.tsx +75 -3
  138. package/src/components/chart/composite/levels.ts +5 -0
  139. package/src/components/chart/composite/panel-gestures.ts +41 -0
  140. package/src/components/chart/composite/panel-labels.ts +2 -1
  141. package/src/components/chart/composite/panel-surface.tsx +305 -11
  142. package/src/components/chart/composite/price-axis-labels.tsx +27 -3
  143. package/src/components/chart/composite/rasterizer.ts +44 -19
  144. package/src/components/chart/composite/scene.ts +16 -4
  145. package/src/components/chart/composite/text-renderer.ts +48 -21
  146. package/src/components/chart/composite/toolbar.tsx +52 -5
  147. package/src/components/chart/composite/types.ts +13 -0
  148. package/src/components/chart/composite/use-composite-chart-keyboard.ts +120 -13
  149. package/src/components/chart/composite/use-composite-value-scales.ts +44 -0
  150. package/src/components/chart/composite/use-composite-viewport.ts +12 -3
  151. package/src/components/chart/composite/value-scale.ts +149 -0
  152. package/src/components/chart/composite/volume-profile-paint.ts +6 -3
  153. package/src/components/chart/core/pointer.ts +2 -0
  154. package/src/components/chart-table/index.ts +2 -0
  155. package/src/components/chart-table/read.tsx +74 -0
  156. package/src/components/command-bar/commands/collection-list.ts +41 -19
  157. package/src/components/command-bar/commands/collection.ts +9 -3
  158. package/src/components/command-bar/commands/direct/index.ts +1 -1
  159. package/src/components/command-bar/commands/direct/runtime.ts +3 -2
  160. package/src/components/command-bar/pane-templates/items.ts +59 -6
  161. package/src/components/command-bar/pane-templates/workflow.ts +10 -1
  162. package/src/components/command-bar/routes/root/plugin-install.ts +1 -1
  163. package/src/components/command-bar/routes/root/provider-search.ts +42 -11
  164. package/src/components/command-bar/routes/root/results.ts +18 -4
  165. package/src/components/command-bar/routes/root/runtime.ts +15 -3
  166. package/src/components/command-bar/routes/root/search-providers.ts +25 -2
  167. package/src/components/command-bar/routes/root/selection.ts +6 -1
  168. package/src/components/command-bar/routes/root/shortcut-feedback.ts +4 -1
  169. package/src/components/command-bar/routes/root/shortcuts.ts +30 -3
  170. package/src/components/command-bar/routes/ticker-search/results.ts +73 -4
  171. package/src/components/command-bar/selection-runtime.ts +50 -10
  172. package/src/components/command-bar/surface/index.tsx +24 -2
  173. package/src/components/command-bar/view-model.ts +7 -0
  174. package/src/components/command-bar/workflow/broker.ts +2 -2
  175. package/src/components/command-bar/workflow/collection-actions.ts +46 -7
  176. package/src/components/command-bar/workflow/collection-ticker.ts +32 -4
  177. package/src/components/command-bar/workflow/fields.ts +8 -2
  178. package/src/components/command-bar/workflow/ops.ts +18 -4
  179. package/src/components/command-bar/workflow/portfolio-position.ts +53 -4
  180. package/src/components/command-bar/workflow/submit.ts +3 -2
  181. package/src/components/command-bar/workflow/tickers.ts +5 -1
  182. package/src/components/company-logo.tsx +39 -0
  183. package/src/components/data-table/sections.ts +4 -2
  184. package/src/components/form-modal/confirm.tsx +2 -1
  185. package/src/components/form-modal/request.ts +5 -0
  186. package/src/components/form-modal/routes.ts +4 -1
  187. package/src/components/index.ts +12 -6
  188. package/src/components/layout/header.tsx +7 -6
  189. package/src/components/layout/market-summary.ts +9 -6
  190. package/src/components/layout/pane/capture-status.ts +1 -1
  191. package/src/components/layout/pane/footer/model.ts +11 -5
  192. package/src/components/layout/shell/chrome.ts +19 -6
  193. package/src/components/layout/shell/index.tsx +2 -1
  194. package/src/components/layout/shell/pane/layers.tsx +19 -1
  195. package/src/components/layout/status-bar.tsx +2 -2
  196. package/src/components/market-board/index.tsx +11 -3
  197. package/src/components/onboarding/onboarding-wizard.tsx +1 -0
  198. package/src/components/onboarding/portfolio-step/broker-setup-panel.tsx +2 -2
  199. package/src/components/onboarding/wizard-broker-sync.ts +4 -1
  200. package/src/components/pane-settings-dialog/desktop.tsx +20 -7
  201. package/src/components/pane-settings-dialog/tui.tsx +17 -9
  202. package/src/components/pane-settings-dialog/value.ts +8 -1
  203. package/src/components/pane-settings-dialog.tsx +44 -13
  204. package/src/components/sign-in-code-panel.tsx +27 -19
  205. package/src/components/ui/column-grid.tsx +48 -4
  206. package/src/components/ui/country-flag-art.tsx +180 -0
  207. package/src/components/ui/country-flag.tsx +118 -12
  208. package/src/components/ui/data-table/opentui/index.tsx +61 -2
  209. package/src/components/ui/data-table/opentui/model.ts +109 -2
  210. package/src/components/ui/data-table/types.ts +1 -1
  211. package/src/components/ui/display.tsx +5 -1
  212. package/src/components/ui/index.ts +3 -1
  213. package/src/components/ui/logo-mark.tsx +11 -2
  214. package/src/components/ui/query-bar.tsx +1 -1
  215. package/src/components/ui/row-notes.ts +79 -0
  216. package/src/core/state/app/layout.ts +4 -4
  217. package/src/data/cached-query.ts +8 -1
  218. package/src/data/config/chart-settings.ts +3 -3
  219. package/src/data/config/home.ts +10 -2
  220. package/src/data/config/layout.ts +4 -1
  221. package/src/data/config/store/node.ts +4 -0
  222. package/src/data/config/store/normalize.ts +13 -3
  223. package/src/data/config/store/portfolio-as-of-column.ts +2 -2
  224. package/src/data/json-storage.ts +2 -0
  225. package/src/data/saved-copies.ts +84 -0
  226. package/src/docs/snapshot.json +65 -32
  227. package/src/i18n/es.ts +29 -12
  228. package/src/i18n/ja.ts +29 -12
  229. package/src/i18n/ko.ts +29 -12
  230. package/src/i18n/zh-cn.ts +29 -12
  231. package/src/i18n/zh-tw.ts +29 -12
  232. package/src/layout/desks.ts +1 -1
  233. package/src/layout/launch-layout.ts +1 -1
  234. package/src/layout/pane-manager/floating-actions.ts +5 -3
  235. package/src/layout/pane-manager/floating.ts +43 -1
  236. package/src/layout/pane-manager/index.ts +2 -0
  237. package/src/layout/selected-ticker.ts +74 -0
  238. package/src/market-data/depositary-pair.ts +251 -0
  239. package/src/market-data/futures-board.ts +1 -1
  240. package/src/market-data/futures-contract.ts +124 -40
  241. package/src/market-data/fx-closes.ts +17 -2
  242. package/src/market-data/hooks.tsx +19 -11
  243. package/src/market-data/market/change-basis.ts +49 -7
  244. package/src/market-data/market/freshness.ts +34 -5
  245. package/src/market-data/market/period-return.ts +163 -0
  246. package/src/market-data/market/trading-sessions.ts +13 -0
  247. package/src/market-data/market/year-to-date.ts +8 -13
  248. package/src/market-data/performance.ts +20 -14
  249. package/src/market-data/perpetual-premium.ts +32 -0
  250. package/src/market-data/published-apac-sessions.ts +2 -1
  251. package/src/market-data/published-futures-sessions.ts +69 -0
  252. package/src/market-data/quotes/contributions.ts +5 -1
  253. package/src/market-data/quotes/freshness.ts +42 -0
  254. package/src/market-data/quotes/intraday-bar.ts +37 -0
  255. package/src/market-data/quotes/regular-session-valuation.ts +13 -8
  256. package/src/market-data/quotes/resolution.ts +4 -2
  257. package/src/market-data/tax-equivalent.ts +1 -1
  258. package/src/market-data/ticker-price-returns.ts +3 -1
  259. package/src/news/aggregator.ts +5 -1
  260. package/src/news/news-model.ts +4 -0
  261. package/src/news/types.ts +11 -0
  262. package/src/notifications/app-notifier.ts +1 -1
  263. package/src/plugins/auto-update.ts +2 -2
  264. package/src/plugins/builtin/account-management/index.tsx +1 -0
  265. package/src/plugins/builtin/account-management/pane.tsx +9 -8
  266. package/src/plugins/builtin/alerts/alert-engine.ts +29 -19
  267. package/src/plugins/builtin/alerts/calendar-events.ts +378 -0
  268. package/src/plugins/builtin/alerts/cli.ts +485 -76
  269. package/src/plugins/builtin/alerts/command.ts +5 -10
  270. package/src/plugins/builtin/alerts/event-rows.ts +9 -5
  271. package/src/plugins/builtin/alerts/events-pane.tsx +71 -56
  272. package/src/plugins/builtin/alerts/events.ts +107 -5
  273. package/src/plugins/builtin/alerts/fired-log.ts +78 -0
  274. package/src/plugins/builtin/alerts/format.ts +2 -1
  275. package/src/plugins/builtin/alerts/headless.ts +100 -39
  276. package/src/plugins/builtin/alerts/history-pane.tsx +105 -62
  277. package/src/plugins/builtin/alerts/history-rows.ts +89 -0
  278. package/src/plugins/builtin/alerts/index.tsx +45 -18
  279. package/src/plugins/builtin/alerts/iv-level.ts +365 -0
  280. package/src/plugins/builtin/alerts/levels.ts +3 -3
  281. package/src/plugins/builtin/alerts/pane.tsx +97 -29
  282. package/src/plugins/builtin/alerts/price.ts +35 -0
  283. package/src/plugins/builtin/alerts/quotes.ts +24 -0
  284. package/src/plugins/builtin/alerts/research-builder.ts +84 -11
  285. package/src/plugins/builtin/alerts/research-rules.ts +76 -3
  286. package/src/plugins/builtin/alerts/scheduled-check.ts +206 -32
  287. package/src/plugins/builtin/alerts/scheduled-sources.ts +26 -3
  288. package/src/plugins/builtin/alerts/scheduled.ts +188 -29
  289. package/src/plugins/builtin/alerts/storage.ts +13 -10
  290. package/src/plugins/builtin/alerts/targets.ts +12 -3
  291. package/src/plugins/builtin/analytics/index.tsx +8 -2
  292. package/src/plugins/builtin/analytics/metrics.ts +1 -1
  293. package/src/plugins/builtin/analytics/risk-book.ts +215 -0
  294. package/src/plugins/builtin/analytics/risk-client.ts +13 -6
  295. package/src/plugins/builtin/analytics/risk-headless.ts +55 -21
  296. package/src/plugins/builtin/analytics/risk-math.ts +6 -3
  297. package/src/plugins/builtin/analytics/risk-model.ts +297 -104
  298. package/src/plugins/builtin/analytics/risk-options.ts +17 -2
  299. package/src/plugins/builtin/analytics/risk-pane.tsx +97 -36
  300. package/src/plugins/builtin/attention/pane.tsx +6 -2
  301. package/src/plugins/builtin/awards/headless.ts +7 -3
  302. package/src/plugins/builtin/awards/model.ts +18 -0
  303. package/src/plugins/builtin/awards/pane.tsx +6 -3
  304. package/src/plugins/builtin/backtest/headless.ts +3 -3
  305. package/src/plugins/builtin/backtest/rules.ts +41 -5
  306. package/src/plugins/builtin/broker-manager/add-flow.tsx +12 -7
  307. package/src/plugins/builtin/broker-manager/detail.tsx +47 -19
  308. package/src/plugins/builtin/broker-manager/footer.ts +27 -11
  309. package/src/plugins/builtin/broker-manager/index.tsx +21 -12
  310. package/src/plugins/builtin/broker-manager/keyboard.ts +1 -1
  311. package/src/plugins/builtin/broker-manager/model.ts +12 -2
  312. package/src/plugins/builtin/broker-manager/pane-actions.tsx +183 -57
  313. package/src/plugins/builtin/broker-manager/table.ts +28 -12
  314. package/src/plugins/builtin/broker-trading/account-picker.tsx +2 -1
  315. package/src/plugins/builtin/broker-trading/chart-levels.ts +82 -13
  316. package/src/plugins/builtin/broker-trading/controller.ts +45 -13
  317. package/src/plugins/builtin/broker-trading/dock.tsx +22 -4
  318. package/src/plugins/builtin/broker-trading/headless.ts +2 -1
  319. package/src/plugins/builtin/broker-trading/index.tsx +7 -1
  320. package/src/plugins/builtin/broker-trading/linked-orders.ts +148 -0
  321. package/src/plugins/builtin/broker-trading/order-feed.ts +75 -7
  322. package/src/plugins/builtin/broker-trading/orders.tsx +109 -31
  323. package/src/plugins/builtin/broker-trading/overview-orders.tsx +9 -3
  324. package/src/plugins/builtin/broker-trading/pane-model.ts +30 -2
  325. package/src/plugins/builtin/broker-trading/pane.tsx +110 -23
  326. package/src/plugins/builtin/broker-trading/ticket-parts.tsx +36 -7
  327. package/src/plugins/builtin/broker-trading/ticket.tsx +112 -31
  328. package/src/plugins/builtin/buildout/cells.tsx +4 -0
  329. package/src/plugins/builtin/buildout/detail/index.tsx +5 -1
  330. package/src/plugins/builtin/buildout/detail/ui.tsx +7 -4
  331. package/src/plugins/builtin/buildout/pane/index.tsx +25 -12
  332. package/src/plugins/builtin/buildout/pane/status.tsx +0 -4
  333. package/src/plugins/builtin/builtin-plugin-meta.ts +1 -1
  334. package/src/plugins/builtin/catalysts/detail.tsx +3 -2
  335. package/src/plugins/builtin/catalysts/index.tsx +1 -1
  336. package/src/plugins/builtin/catalysts/model.ts +49 -4
  337. package/src/plugins/builtin/catalysts/pane.tsx +6 -8
  338. package/src/plugins/builtin/central-bank-rates/client.ts +5 -0
  339. package/src/plugins/builtin/central-bank-rates/headless.ts +36 -10
  340. package/src/plugins/builtin/central-bank-rates/model.ts +33 -8
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  645. package/src/plugins/builtin/short-interest/schedule.ts +35 -2
  646. package/src/plugins/builtin/short-interest/surface.tsx +11 -4
  647. package/src/plugins/builtin/short-interest/types.ts +9 -0
  648. package/src/plugins/builtin/short-interest/watch-client.ts +14 -8
  649. package/src/plugins/builtin/short-interest/watch-model.ts +12 -25
  650. package/src/plugins/builtin/short-interest/watch-pane.tsx +5 -1
  651. package/src/plugins/builtin/supply-chain/flow.tsx +33 -9
  652. package/src/plugins/builtin/supply-chain/model.ts +51 -3
  653. package/src/plugins/builtin/supply-chain/pane.tsx +78 -39
  654. package/src/plugins/builtin/supply-chain/row-evidence.tsx +1 -1
  655. package/src/plugins/builtin/themes/headless.ts +8 -5
  656. package/src/plugins/builtin/themes/model.ts +14 -4
  657. package/src/plugins/builtin/themes/pane.tsx +24 -5
  658. package/src/plugins/builtin/thirteenf/headless.ts +5 -5
  659. package/src/plugins/builtin/thirteenf/signals.ts +3 -1
  660. package/src/plugins/builtin/ticker-detail/adr-pair/headless.ts +123 -0
  661. package/src/plugins/builtin/ticker-detail/adr-pair/model.ts +132 -0
  662. package/src/plugins/builtin/ticker-detail/adr-pair/tab.tsx +87 -0
  663. package/src/plugins/builtin/ticker-detail/data-panes/historical-prices.tsx +40 -26
  664. package/src/plugins/builtin/ticker-detail/data-panes/history-bars.ts +8 -4
  665. package/src/plugins/builtin/ticker-detail/data-panes/returns-history.ts +67 -3
  666. package/src/plugins/builtin/ticker-detail/data-panes/returns-model.ts +112 -5
  667. package/src/plugins/builtin/ticker-detail/data-panes/returns-pane.tsx +17 -2
  668. package/src/plugins/builtin/ticker-detail/financials/aggregation.ts +21 -7
  669. package/src/plugins/builtin/ticker-detail/financials/model.ts +36 -1
  670. package/src/plugins/builtin/ticker-detail/financials/offerings.ts +56 -0
  671. package/src/plugins/builtin/ticker-detail/financials/ratios.ts +62 -13
  672. package/src/plugins/builtin/ticker-detail/financials/tab.tsx +30 -4
  673. package/src/plugins/builtin/ticker-detail/headless-schema.ts +14 -2
  674. package/src/plugins/builtin/ticker-detail/headless.ts +148 -35
  675. package/src/plugins/builtin/ticker-detail/index.tsx +37 -5
  676. package/src/plugins/builtin/ticker-detail/overview/model.ts +65 -10
  677. package/src/plugins/builtin/ticker-detail/overview/pane.tsx +9 -1
  678. package/src/plugins/builtin/ticker-detail/overview-tab.tsx +68 -11
  679. package/src/plugins/builtin/ticker-detail/pane.tsx +11 -0
  680. package/src/plugins/builtin/ticker-detail/quote-footer.ts +8 -3
  681. package/src/plugins/builtin/ticker-detail/research-tabs.ts +11 -0
  682. package/src/plugins/builtin/vol-surface/client.ts +5 -4
  683. package/src/plugins/builtin/vol-surface/headless.ts +12 -3
  684. package/src/plugins/builtin/vol-surface/model.ts +4 -2
  685. package/src/plugins/builtin/volatility/model.ts +5 -10
  686. package/src/plugins/builtin/world-venue-map/basemap-layer.tsx +4 -3
  687. package/src/plugins/builtin/world-venue-map/basemap.ts +3 -1
  688. package/src/plugins/builtin/world-venue-map/chokepoint-chart.ts +40 -0
  689. package/src/plugins/builtin/world-venue-map/evidence.ts +1 -1
  690. package/src/plugins/builtin/world-venue-map/geo-series.ts +90 -11
  691. package/src/plugins/builtin/world-venue-map/headless.ts +1 -1
  692. package/src/plugins/builtin/world-venue-map/index.ts +3 -26
  693. package/src/plugins/builtin/world-venue-map/layers.ts +1 -1
  694. package/src/plugins/builtin/world-venue-map/map.tsx +2 -1
  695. package/src/plugins/builtin/world-venue-map/pane.tsx +4 -2
  696. package/src/plugins/builtin/world-venue-map/venue-header.tsx +15 -4
  697. package/src/plugins/builtin/yield-curve/client.ts +25 -0
  698. package/src/plugins/builtin/yield-curve/curves.ts +7 -4
  699. package/src/plugins/builtin/yield-curve/headless.ts +38 -4
  700. package/src/plugins/builtin/yield-curve/history.ts +4 -3
  701. package/src/plugins/builtin/yield-curve/index.tsx +12 -6
  702. package/src/plugins/builtin/yield-curve/swaps-model.ts +93 -0
  703. package/src/plugins/builtin/yield-curve/swaps.tsx +99 -0
  704. package/src/plugins/bundle.ts +1 -1
  705. package/src/plugins/catalog-browser.ts +2 -1
  706. package/src/plugins/compat.ts +3 -3
  707. package/src/plugins/dependencies.ts +75 -14
  708. package/src/plugins/extracted-plugins.ts +132 -34
  709. package/src/plugins/host-link.ts +149 -34
  710. package/src/plugins/installer.ts +35 -10
  711. package/src/plugins/loader.ts +206 -38
  712. package/src/plugins/manager-node.ts +2 -2
  713. package/src/plugins/marketplace/deactivation.ts +22 -0
  714. package/src/plugins/marketplace/model.ts +2 -2
  715. package/src/plugins/marketplace/packs.ts +1 -1
  716. package/src/plugins/ownership.ts +1 -1
  717. package/src/plugins/peer-retry.ts +155 -0
  718. package/src/plugins/registry/contributions.ts +3 -1
  719. package/src/plugins/registry/index.ts +4 -3
  720. package/src/plugins/registry/plugin-state.ts +3 -0
  721. package/src/plugins/seed-notice.ts +20 -0
  722. package/src/plugins/shortcut-argument.ts +39 -0
  723. package/src/portfolio/allocation.ts +1 -1
  724. package/src/portfolio/collection-name.ts +31 -0
  725. package/src/portfolio/column-values.ts +10 -8
  726. package/src/portfolio/cost-fx.ts +296 -19
  727. package/src/portfolio/manual-lots.ts +75 -0
  728. package/src/portfolio/mutations.ts +60 -22
  729. package/src/portfolio/suffixed-listings.ts +209 -0
  730. package/src/portfolio/totals-currency.ts +24 -0
  731. package/src/public/__snapshots__/public-api.test.ts.snap +14 -0
  732. package/src/public/time-series.ts +11 -8
  733. package/src/remote/schema.ts +1 -1
  734. package/src/renderers/browser/config-host.ts +3 -0
  735. package/src/renderers/browser/main.tsx +23 -3
  736. package/src/renderers/dom/boot-frame-page.ts +187 -0
  737. package/src/renderers/dom/boot-frame.ts +237 -0
  738. package/src/renderers/dom/build-assets.ts +46 -8
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  740. package/src/renderers/dom/host/ascii-text.ts +16 -2
  741. package/src/renderers/dom/host/box.tsx +43 -2
  742. package/src/renderers/dom/host/chart-surface.tsx +2 -0
  743. package/src/renderers/dom/host/hls.chunk.ts +3 -0
  744. package/src/renderers/dom/host/image-surface.tsx +49 -0
  745. package/src/renderers/dom/host/media-surface.tsx +24 -18
  746. package/src/renderers/dom/host/mouse.ts +30 -0
  747. package/src/renderers/dom/host/size-observer.ts +1 -1
  748. package/src/renderers/dom/host/style.ts +1 -1
  749. package/src/renderers/dom/styles.css +76 -0
  750. package/src/renderers/dom/test-utils.tsx +2 -1
  751. package/src/renderers/electrobun/bun/application-menu/index.ts +3 -3
  752. package/src/renderers/electrobun/bun/desktop/backend-requests.ts +3 -0
  753. package/src/renderers/electrobun/bun/desktop/backend.ts +46 -3
  754. package/src/renderers/electrobun/bun/desktop/detached-windows.ts +1 -1
  755. package/src/renderers/electrobun/bun/desktop/host-requests.ts +9 -3
  756. package/src/renderers/electrobun/bun/desktop/initialization.ts +81 -18
  757. package/src/renderers/electrobun/bun/external-plugins.ts +29 -7
  758. package/src/renderers/electrobun/bun/index.ts +11 -1
  759. package/src/renderers/electrobun/bun/window/boot-frame.ts +67 -0
  760. package/src/renderers/electrobun/bun/window/create.ts +4 -1
  761. package/src/renderers/electrobun/shared/boot-frame.ts +7 -0
  762. package/src/renderers/electrobun/shared/protocol.ts +6 -1
  763. package/src/renderers/electrobun/view/cli-pane-shot-entry.tsx +1 -1
  764. package/src/renderers/electrobun/view/config-host.ts +3 -0
  765. package/src/renderers/electrobun/view/fatal-screen.tsx +1 -1
  766. package/src/renderers/electrobun/view/main.tsx +30 -4
  767. package/src/renderers/electrobun/view/news-source.ts +5 -5
  768. package/src/renderers/electrobun/view/remote/asset-data-client.ts +1 -1
  769. package/src/renderers/electrobun/view/ui-host.tsx +1 -1
  770. package/src/renderers/opentui/browser-open.ts +88 -0
  771. package/src/renderers/opentui/host.tsx +5 -14
  772. package/src/renderers/opentui/image/loader.ts +3 -2
  773. package/src/renderers/opentui/native-smoke.ts +10 -1
  774. package/src/renderers/opentui/pane-image/index.ts +2 -1
  775. package/src/renderers/opentui/render-lib.ts +253 -0
  776. package/src/renderers/opentui/render-timing-smoke.ts +1 -1
  777. package/src/renderers/opentui/start.tsx +1 -1
  778. package/src/renderers/share/layout-view.tsx +2 -2
  779. package/src/renderers/share/main.tsx +4 -4
  780. package/src/renderers/share/view.tsx +1 -1
  781. package/src/series/resolve.ts +22 -6
  782. package/src/series/standalone.ts +30 -2
  783. package/src/series/types.ts +8 -1
  784. package/src/shares/api.ts +4 -1
  785. package/src/shares/pane.ts +1 -1
  786. package/src/sources/gloomberb-cloud/fred-series.ts +46 -1
  787. package/src/sources/gloomberb-cloud/index.ts +32 -16
  788. package/src/sources/gloomberb-cloud/news.ts +39 -0
  789. package/src/sources/gloomberb-cloud/normalizers.ts +14 -1
  790. package/src/sources/gloomberb-cloud/perpetuals.ts +49 -1
  791. package/src/sources/listing-symbols.ts +37 -0
  792. package/src/sources/provider-errors.ts +16 -2
  793. package/src/sources/provider-router/financial-routes.ts +21 -3
  794. package/src/sources/provider-router/financials.ts +15 -2
  795. package/src/sources/provider-router/history.ts +30 -8
  796. package/src/sources/provider-router/primary.ts +1 -1
  797. package/src/state/app/bootstrap.ts +23 -0
  798. package/src/state/hooks/inline-tickers.ts +30 -5
  799. package/src/sync/controller.ts +1 -1
  800. package/src/sync/core-contributors.ts +46 -14
  801. package/src/team/collections-sync.ts +2 -1
  802. package/src/team/collections.ts +178 -17
  803. package/src/telemetry/crash-reports.ts +17 -4
  804. package/src/test-support/builtin-panes.ts +1 -1
  805. package/src/theme/colors.ts +3 -30
  806. package/src/theme/ui-tokens.ts +37 -1
  807. package/src/tickers/company-name-listing.ts +210 -33
  808. package/src/tickers/index-roots.ts +47 -0
  809. package/src/tickers/instrument-label.ts +5 -1
  810. package/src/tickers/metadata.ts +10 -0
  811. package/src/tickers/perpetual-listing.ts +5 -2
  812. package/src/tickers/search/home-listing.ts +75 -0
  813. package/src/tickers/search/index.ts +76 -27
  814. package/src/tickers/search/ranking.ts +54 -4
  815. package/src/tickers/search/upsert.ts +29 -0
  816. package/src/tickers/terminal-codes.ts +416 -40
  817. package/src/time-series/bar-aggregation.ts +243 -0
  818. package/src/time-series/base-series.ts +307 -0
  819. package/src/time-series/chart-bounds.ts +349 -0
  820. package/src/time-series/chart-seed.ts +142 -0
  821. package/src/time-series/economic.ts +5 -0
  822. package/src/time-series/fundamentals.ts +18 -3
  823. package/src/time-series/history-acquisition.ts +499 -0
  824. package/src/time-series/leverage.ts +100 -0
  825. package/src/time-series/market-resolution.ts +4 -2
  826. package/src/time-series/market.ts +2 -1
  827. package/src/time-series/price-comparison.ts +175 -30
  828. package/src/time-series/range.ts +9 -1
  829. package/src/time-series/resolution.ts +174 -16
  830. package/src/time-series/resolve-context.ts +157 -0
  831. package/src/time-series/resolve.ts +126 -1577
  832. package/src/time-series/series-name.ts +38 -0
  833. package/src/time-series/series-presentation.ts +208 -0
  834. package/src/time-series/spec.ts +11 -6
  835. package/src/time-series/studies.ts +109 -12
  836. package/src/time-series/tail-reconcile.ts +121 -0
  837. package/src/time-series/types.ts +29 -2
  838. package/src/time-series/use-chart-resolution.ts +4 -5
  839. package/src/types/broker.ts +10 -0
  840. package/src/types/config.ts +14 -0
  841. package/src/types/data-provider.ts +14 -0
  842. package/src/types/exchange-rate.ts +6 -0
  843. package/src/types/financials.ts +104 -7
  844. package/src/types/headless.ts +76 -6
  845. package/src/types/instrument.ts +3 -0
  846. package/src/types/plugin.ts +65 -8
  847. package/src/types/price-history.ts +2 -0
  848. package/src/types/ticker.ts +13 -0
  849. package/src/types/trading.ts +59 -1
  850. package/src/ui/ascii-font.ts +13 -1
  851. package/src/ui/host.tsx +6 -1
  852. package/src/updater/command-names.ts +175 -0
  853. package/src/updater/index.ts +10 -5
  854. package/src/utils/calendar-date.ts +32 -15
  855. package/src/utils/cash-runway.ts +241 -0
  856. package/src/utils/central-banks.ts +42 -0
  857. package/src/utils/cli-output.ts +259 -80
  858. package/src/utils/contract-month.ts +16 -0
  859. package/src/utils/crypto-pair.ts +61 -3
  860. package/src/utils/currency-units.ts +29 -0
  861. package/src/utils/datetime-format.ts +10 -0
  862. package/src/utils/debug-log.ts +1 -1
  863. package/src/utils/decimal-comma.ts +39 -6
  864. package/src/utils/exchange-announcements.ts +71 -0
  865. package/src/utils/exchange-rate-snapshot.ts +10 -0
  866. package/src/utils/financial-statements.ts +83 -4
  867. package/src/utils/format.ts +34 -16
  868. package/src/utils/fundamentals.ts +150 -34
  869. package/src/utils/fx-market-hours.ts +10 -1
  870. package/src/utils/latest-financial-period.ts +8 -0
  871. package/src/utils/linux-libc.ts +54 -0
  872. package/src/utils/market-capitalization.ts +111 -15
  873. package/src/utils/max-drawdown.ts +64 -0
  874. package/src/utils/network-failure.ts +83 -0
  875. package/src/utils/option-expiry.ts +139 -7
  876. package/src/utils/price-earnings.ts +11 -5
  877. package/src/utils/price-history.ts +18 -8
  878. package/src/utils/price-window.ts +131 -0
  879. package/src/utils/release-date.ts +47 -0
  880. package/src/utils/sec.ts +3 -0
  881. package/src/utils/throttled-fetch.ts +11 -4
  882. package/src/utils/trailing-eps.ts +67 -0
  883. package/src/utils/typed-text.ts +21 -0
  884. package/src/utils/utc-time.ts +24 -1
  885. package/src/version.ts +6 -0
  886. package/src/cli/pane-functions/screenshot.ts +0 -2122
@@ -1,16 +1,15 @@
1
1
  import { useCompanyDisclosureLinks } from "../company-kpis/related";
2
2
  import { useCallback, useMemo } from "react";
3
- import { usePaneFooter } from "../../../components";
3
+ import { PaneStatusBody, usePaneFooter } from "../../../components";
4
4
  import type { PaneProps } from "../../../types/plugin";
5
5
  import type { PluginModule } from "../plugin-module";
6
6
  import { usePaneInstance } from "../../../state/app/context";
7
- import { parseTickerListInput, formatTickerListInput } from "../../../tickers/list";
7
+ import { formatTickerListInput } from "../../../tickers/list";
8
8
  import { usePluginAppActions, usePluginTickerActions } from "../../runtime";
9
9
  import { useUiCapabilities } from "../../../ui";
10
10
  import type {
11
11
  PaneSettingsContext,
12
12
  PaneSettingsDef,
13
- PaneTemplateCreateOptions,
14
13
  } from "../../../types/plugin";
15
14
  import { attachEarningsCalendarPersistence, resetEarningsCalendarPersistence } from "./data/cache";
16
15
  import { attachEarningsCloudCaches, resetEarningsCloudCaches } from "./client";
@@ -41,34 +40,24 @@ function TickerEarnings({ symbol, focused, width, height }: { symbol: string; fo
41
40
  function EarningsPane({ focused, width, height }: PaneProps) {
42
41
  const pane = usePaneInstance();
43
42
  const { nativePaneChrome } = useUiCapabilities();
44
- const symbols = useMemo(() => scopedSymbolsFromSettings(pane?.settings), [pane?.settings]);
43
+ const scope = useMemo(() => scopedSymbolsFromSettings(pane?.settings), [pane?.settings]);
45
44
  // EVTS is always the market board; its ticker only picks the row.
46
45
  const board = pane?.settings?.board === true;
47
46
  const highlight = typeof pane?.settings?.highlight === "string" ? pane.settings.highlight : null;
48
47
  const bodyHeight = Math.max(3, height - (nativePaneChrome ? 1 : 0));
48
+ if (!board && scope.error) return <PaneStatusBody error={scope.error} subject="Earnings scope" />;
49
+ const symbols = scope.symbols ?? [];
49
50
  return !board && symbols.length === 1
50
51
  ? <TickerEarnings symbol={symbols[0]!} focused={focused} width={width} height={bodyHeight} />
51
52
  : <EarningsBoard scopedSymbols={board ? [] : symbols} highlight={highlight} focused={focused} width={width} height={bodyHeight} />;
52
53
  }
53
54
 
54
- /** Tickers named on the command bar or the CLI. */
55
- function earningsScopeSymbols(options: PaneTemplateCreateOptions | undefined): string[] {
56
- if (options?.symbols && options.symbols.length > 0) return options.symbols;
57
- const raw = options?.arg?.trim() ?? "";
58
- if (!raw) return [];
59
- try {
60
- return parseTickerListInput(raw);
61
- } catch {
62
- return [];
63
- }
64
- }
65
-
66
55
  /** The pane's tickers live in its settings, so they are editable there too. */
67
56
  function earningsSettings(context: PaneSettingsContext): PaneSettingsDef {
68
- const symbols = scopedSymbolsFromSettings(context.settings);
57
+ const scope = scopedSymbolsFromSettings(context.settings);
69
58
  return {
70
59
  title: "Earnings Scope",
71
- values: { symbolsText: symbols.length > 0 ? formatTickerListInput(symbols) : "" },
60
+ values: { symbolsText: scope.text },
72
61
  fields: [
73
62
  {
74
63
  key: "symbolsText",
@@ -102,7 +91,8 @@ export const earningsModule: PluginModule = {
102
91
  // ERN and EVTS open this pane: EVTS sets `board`, a scoped ERN sets the tickers.
103
92
  identitySettings: ["board", "symbols", "symbolsText"],
104
93
  personalData: ({ settings, tickers }) => {
105
- const symbols = settings.board === true ? [] : scopedSymbolsFromSettings(settings);
94
+ const symbols = settings.board === true ? [] : scopedSymbolsFromSettings(settings).symbols;
95
+ if (!symbols) return null;
106
96
  // Single-ticker report history is public. The board marks owned names.
107
97
  if (symbols.length === 1) return null;
108
98
  return [...tickers.values()].some(({ metadata }) => (
@@ -134,11 +124,14 @@ export const earningsModule: PluginModule = {
134
124
  canCreate: () => true,
135
125
  // Tickers named on the command bar scope the pane; without them it is the market board.
136
126
  createInstance: (_context, options) => {
137
- const symbols = earningsScopeSymbols(options);
127
+ const scope = scopedSymbolsFromSettings(options?.symbols?.length
128
+ ? { symbols: options.symbols } : { symbolsText: options?.arg });
129
+ const symbols = scope.symbols;
138
130
  return {
139
- title: symbols.length > 0 ? `ERN ${formatTickerListInput(symbols)}` : "Earnings Calendar",
131
+ title: symbols?.length ? `ERN ${formatTickerListInput(symbols)}` : "Earnings Calendar",
140
132
  placement: "floating",
141
- settings: symbols.length > 0 ? { symbols, symbolsText: formatTickerListInput(symbols) } : undefined,
133
+ settings: scope.error ? { symbolsText: scope.text }
134
+ : symbols?.length ? { symbols, symbolsText: scope.text } : undefined,
142
135
  };
143
136
  },
144
137
  },
@@ -1,17 +1,22 @@
1
- import { parseTickerListInput } from "../../../tickers/list";
1
+ import { formatTickerListInput, parseTickerListInput } from "../../../tickers/list";
2
2
 
3
- export function scopedSymbolsFromSettings(settings: Record<string, unknown> | undefined): string[] {
3
+ type EarningsSymbols = { text: string } & (
4
+ | { symbols: string[]; error: null }
5
+ | { symbols: null; error: string }
6
+ );
7
+
8
+ /** Invalid input stays editable and can never stand for the unscoped market board. */
9
+ export function scopedSymbolsFromSettings(settings: Record<string, unknown> | undefined): EarningsSymbols {
4
10
  const symbols = settings?.symbols;
5
- if (Array.isArray(symbols)) {
6
- return symbols
7
- .filter((symbol): symbol is string => typeof symbol === "string" && symbol.trim().length > 0)
8
- .map((symbol) => symbol.trim().toUpperCase());
9
- }
10
- const symbolsText = settings?.symbolsText;
11
- if (typeof symbolsText !== "string" || !symbolsText.trim()) return [];
11
+ const text = Array.isArray(symbols)
12
+ ? formatTickerListInput(symbols.filter((symbol): symbol is string => typeof symbol === "string" && symbol.trim().length > 0))
13
+ : typeof settings?.symbolsText === "string" ? settings.symbolsText : "";
14
+ if (!text.trim()) return { symbols: [], error: null, text: "" };
12
15
  try {
13
- return parseTickerListInput(symbolsText);
14
- } catch {
15
- return [];
16
+ const parsed = parseTickerListInput(text);
17
+ return { symbols: parsed, error: null, text: formatTickerListInput(parsed) };
18
+ } catch (error) {
19
+ // Intentional ignore: user input validation becomes a visible, editable error state.
20
+ return { symbols: null, error: error instanceof Error ? error.message : "Invalid ticker list.", text };
16
21
  }
17
22
  }
@@ -0,0 +1,89 @@
1
+ import type { FundMember } from "../../../api-client/members";
2
+ import type { Portfolio, Watchlist } from "../../../types/ticker";
3
+ import { getSectorCollection } from "../sectors/sector-data";
4
+
5
+ /**
6
+ * The fund whose holdings name each company's GICS sector: the S&P 500's, as
7
+ * MEMB reads it. A Select Sector SPDR holds the S&P 500's companies of one
8
+ * sector, so its members are these holdings in that sector.
9
+ */
10
+ export const SECTOR_HOLDINGS_FUND = "IVV";
11
+
12
+ /** The GICS sector each of SECT's sector funds holds, as the S&P 500's holdings name it. */
13
+ const SECTOR_OF_FUND: Readonly<Record<string, readonly string[]>> = {
14
+ XLK: ["Information Technology"],
15
+ XLV: ["Health Care"],
16
+ XLF: ["Financials"],
17
+ XLY: ["Consumer Discretionary"],
18
+ // The holdings file says "Communication"; GICS's own name is the longer one.
19
+ XLC: ["Communication", "Communication Services"],
20
+ XLI: ["Industrials"],
21
+ XLP: ["Consumer Staples"],
22
+ XLE: ["Energy"],
23
+ XLU: ["Utilities"],
24
+ XLRE: ["Real Estate"],
25
+ XLB: ["Materials"],
26
+ };
27
+
28
+ /** Which companies ERN lists: the market's, the user's, one portfolio or watchlist, or one sector fund's. */
29
+ export type EarningsScope =
30
+ | { kind: "all" }
31
+ | { kind: "mine" }
32
+ | { kind: "portfolio" | "watchlist"; id: string; name: string }
33
+ | { kind: "sector"; etf: string; name: string; sectors: readonly string[] };
34
+
35
+ export interface EarningsScopeOption {
36
+ value: string;
37
+ label: string;
38
+ description?: string;
39
+ scope: EarningsScope;
40
+ }
41
+
42
+ /** The value that lists the market; also what an unknown or removed choice reads as. */
43
+ export const ALL_SCOPE = "all";
44
+ export const MINE_SCOPE = "mine";
45
+
46
+ /** "Portfolio" under a portfolio's name, unless the name already says so ("Main Portfolio"). */
47
+ const kindNote = (name: string, kind: "Portfolio" | "Watchlist") =>
48
+ name.toLowerCase().includes(kind.toLowerCase()) ? undefined : kind;
49
+
50
+ /**
51
+ * The choices of ERN's Names filter, in menu order: the market, every held or
52
+ * watched name, each portfolio and watchlist, then SECT's sector funds, each
53
+ * named with its fund ("Technology (XLK)").
54
+ */
55
+ export function earningsScopeOptions(collections: { portfolios: readonly Portfolio[]; watchlists: readonly Watchlist[] }): EarningsScopeOption[] {
56
+ return [
57
+ { value: ALL_SCOPE, label: "All", scope: { kind: "all" } },
58
+ { value: MINE_SCOPE, label: "Mine", description: "Portfolios and watchlists", scope: { kind: "mine" } },
59
+ ...collections.portfolios.map((portfolio): EarningsScopeOption => ({
60
+ value: `portfolio:${portfolio.id}`, label: portfolio.name, description: kindNote(portfolio.name, "Portfolio"),
61
+ scope: { kind: "portfolio", id: portfolio.id, name: portfolio.name },
62
+ })),
63
+ ...collections.watchlists.map((watchlist): EarningsScopeOption => ({
64
+ value: `watchlist:${watchlist.id}`, label: watchlist.name, description: kindNote(watchlist.name, "Watchlist"),
65
+ scope: { kind: "watchlist", id: watchlist.id, name: watchlist.name },
66
+ })),
67
+ ...getSectorCollection("sectors").items.flatMap((sector): EarningsScopeOption[] => {
68
+ const sectors = SECTOR_OF_FUND[sector.etf];
69
+ return sectors ? [{
70
+ value: `sector:${sector.etf}`, label: `${sector.name} (${sector.etf})`,
71
+ scope: { kind: "sector", etf: sector.etf, name: sector.name, sectors },
72
+ }] : [];
73
+ }),
74
+ ];
75
+ }
76
+
77
+ /** The scope a saved value names among `options`; the market when it names none. */
78
+ export function readEarningsScope(value: string, options: readonly EarningsScopeOption[]): EarningsScopeOption {
79
+ return options.find((option) => option.value === value) ?? options[0]!;
80
+ }
81
+
82
+ /** A sector fund's companies: the S&P 500's holdings in its sector, largest weight first. */
83
+ export function sectorSymbols(members: readonly FundMember[], sectors: readonly string[]): string[] {
84
+ const symbols = members
85
+ .filter((member) => member.symbol && member.sector && sectors.includes(member.sector))
86
+ .sort((left, right) => (right.weight ?? 0) - (left.weight ?? 0))
87
+ .map((member) => member.symbol!.trim().toUpperCase());
88
+ return [...new Set(symbols)];
89
+ }
@@ -0,0 +1,310 @@
1
+ import { useCallback, useEffect, useMemo, useRef, useState, type ReactNode } from "react";
2
+ import type { CloudEarningsCallPayload } from "../../../api-client";
3
+ import { usePlanAccess } from "../../../api-client/plan-access";
4
+ import {
5
+ buildSectionedRows,
6
+ DataTableStackView,
7
+ isSectionedItemRow,
8
+ QueryBar,
9
+ renderSectionedRowHeader,
10
+ usePaneNoticeFooter,
11
+ usePaneStatusFooter,
12
+ useQueryBarSearch,
13
+ type DataTableCell,
14
+ type DataTableColumn,
15
+ type DataTableKeyEvent,
16
+ type DataTableRootKeyContext,
17
+ type PaneHint,
18
+ type QueryBarView,
19
+ type SectionedRow,
20
+ } from "../../../components";
21
+ import { handleRefreshKey } from "../../../components/data-table/table-pane";
22
+ import { TABLE_COLUMN_GAP, tableColumnWidth } from "../../../components/ui/table-layout";
23
+ import { useAsyncResource } from "../../../react/async-resource";
24
+ import { useAgeClock, useAutoRefresh } from "../../../react/auto-refresh";
25
+ import { colors } from "../../../theme/colors";
26
+ import { TextAttributes } from "../../../ui";
27
+ import { isPlainArrowUp, stopSearchFocusNavigation } from "../../../utils/search-focus-navigation";
28
+ import { usePluginPaneState } from "../../runtime";
29
+ import { newYorkToday } from "../earnings/board-model";
30
+ import { ProWall, SignInWall } from "../cloud/auth-actions";
31
+ import { cachedUpcomingCalls, calendarAway, loadUpcomingCalls, statusOf, upcomingCutNotice, type UpcomingCallsResult } from "./data";
32
+ import { formatPeriod } from "./format";
33
+ import {
34
+ calendarDays,
35
+ calendarSections,
36
+ callLocalClock,
37
+ callNewYorkClock,
38
+ clockIsNewYork,
39
+ DEFAULT_CALENDAR_SORT,
40
+ isUpcomingCall,
41
+ type CalendarSort,
42
+ } from "./upcoming";
43
+
44
+ export type CallsView = "upcoming" | "transcripts";
45
+
46
+ /** CALLS alone: the calendar of every company's calls, or the shelf of transcripts. */
47
+ export const CALLS_VIEWS: ReadonlyArray<{ value: CallsView; label: string }> = [
48
+ { value: "upcoming", label: "Upcoming" },
49
+ { value: "transcripts", label: "Transcripts" },
50
+ ];
51
+
52
+ type CalendarColumnId = "ticker" | "company" | "local" | "newYork" | "period" | "away";
53
+ type CalendarColumn = DataTableColumn & { id: CalendarColumnId };
54
+ type CalendarRow = SectionedRow<CloudEarningsCallPayload>;
55
+
56
+ const COMPANY_MIN_WIDTH = 12;
57
+ const MISSING = "\u2014";
58
+
59
+ const ALL_COLUMNS: CalendarColumn[] = [
60
+ { id: "ticker", label: "TICKER", width: 6, align: "left" },
61
+ { id: "company", label: "COMPANY", width: COMPANY_MIN_WIDTH, align: "left" },
62
+ { id: "local", label: "LOCAL", width: 5, align: "left" },
63
+ { id: "newYork", label: "ET", width: 5, align: "left" },
64
+ { id: "period", label: "PERIOD", width: 7, align: "left" },
65
+ // "in 23h 59m" and "in progress" are the longest.
66
+ { id: "away", label: "IN", width: 11, align: "right" },
67
+ ];
68
+
69
+ /** Dropped first when narrow: the period, then the local clock (New York's stays). */
70
+ const DROP_ORDER: CalendarColumnId[] = ["period", "local"];
71
+
72
+ /** Header clicks sort these within each day; the rest keep start order. */
73
+ const SORTABLE: Partial<Record<CalendarColumnId, CalendarSort["column"]>> = {
74
+ ticker: "ticker", company: "company", local: "time", newYork: "time",
75
+ };
76
+
77
+ function calendarColumns(width: number, { localClock }: { localClock: boolean }): CalendarColumn[] {
78
+ const fixed = (list: CalendarColumn[]) =>
79
+ list.reduce((sum, column) => sum + (column.id === "company" ? 0 : tableColumnWidth(column)) + TABLE_COLUMN_GAP, 2);
80
+ let columns = localClock ? ALL_COLUMNS : ALL_COLUMNS.filter((column) => column.id !== "local");
81
+ for (const id of DROP_ORDER) {
82
+ if (fixed(columns) + COMPANY_MIN_WIDTH <= width) break;
83
+ columns = columns.filter((column) => column.id !== id);
84
+ }
85
+ const companyWidth = Math.max(COMPANY_MIN_WIDTH, width - fixed(columns));
86
+ return columns.map((column) => (column.id === "company" ? { ...column, width: companyWidth } : column));
87
+ }
88
+
89
+ function renderCalendarCell(row: CalendarRow, column: CalendarColumn, now: number): DataTableCell {
90
+ if (!isSectionedItemRow(row)) return { text: "" };
91
+ const call = row.item;
92
+ // A call already over is shown and quieter, as a row that no longer applies is.
93
+ const over = !isUpcomingCall(call, now);
94
+ const tone = (color: string) => (over ? colors.textMuted : color);
95
+ switch (column.id) {
96
+ case "ticker":
97
+ return { text: call.ticker, color: tone(colors.text), attributes: over ? undefined : TextAttributes.BOLD };
98
+ case "company":
99
+ return { text: call.companyName ?? call.ticker, color: tone(colors.text) };
100
+ case "local": {
101
+ const clock = callLocalClock(call);
102
+ return clock ? { text: clock, color: tone(colors.text) } : { text: MISSING, color: colors.textMuted };
103
+ }
104
+ case "newYork": {
105
+ const clock = callNewYorkClock(call);
106
+ return clock ? { text: clock, color: tone(colors.textDim) } : { text: MISSING, color: colors.textMuted };
107
+ }
108
+ case "period":
109
+ return { text: formatPeriod(call.fiscalYear, call.fiscalQuarter), color: tone(colors.textDim) };
110
+ case "away":
111
+ return { text: calendarAway(call, now), color: over ? colors.textMuted : colors.textBright };
112
+ }
113
+ }
114
+
115
+ function matches(call: CloudEarningsCallPayload, query: string): boolean {
116
+ return `${call.ticker} ${call.companyName ?? ""}`.toLowerCase().includes(query);
117
+ }
118
+
119
+ interface CompanyCallsProps {
120
+ ticker: string;
121
+ focused: boolean;
122
+ height: number;
123
+ /** The company's view says when it holds Back, Esc and Backspace (a call open, its search focused). */
124
+ onHoldsKeys: (holds: boolean) => void;
125
+ }
126
+
127
+ interface UpcomingCallsViewProps {
128
+ focused: boolean;
129
+ width: number;
130
+ height: number;
131
+ view: QueryBarView<CallsView>;
132
+ /** A company's calls, opened from the calendar in its place. */
133
+ renderCompany: (props: CompanyCallsProps) => ReactNode;
134
+ }
135
+
136
+ const NO_CALLS: CloudEarningsCallPayload[] = [];
137
+
138
+ /**
139
+ * CALLS alone: every company's calls today, the next session and the rest of
140
+ * that week, as ERN's board lays out its days. Enter opens the company's calls.
141
+ */
142
+ export function UpcomingCallsView({ focused, width, height, view, renderCompany }: UpcomingCallsViewProps) {
143
+ const access = usePlanAccess();
144
+ const entitled = access.signedIn && access.emailVerified && access.hasProAccess;
145
+ // The days move at New York's midnight; the countdowns on a coarse clock.
146
+ const [loadedAt, setLoadedAt] = useState<number | null>(null);
147
+ const now = useAgeClock(loadedAt);
148
+ const today = newYorkToday(new Date(now));
149
+ const days = useMemo(() => calendarDays(Date.parse(`${today}T12:00:00-05:00`)), [today]);
150
+ const range = useMemo(() => ({ from: days[0]!.from, to: days.at(-1)!.to }), [days]);
151
+
152
+ const refusal = useRef<number | undefined>(undefined);
153
+ const loader = useCallback(async (force: boolean): Promise<UpcomingCallsResult> => {
154
+ try {
155
+ const result = await loadUpcomingCalls(range, { force });
156
+ refusal.current = result.errorStatus;
157
+ return result;
158
+ } catch (error) {
159
+ refusal.current = statusOf(error);
160
+ throw error;
161
+ }
162
+ }, [range]);
163
+ const resource = useAsyncResource(entitled ? loader : null, {
164
+ keepPreviousData: true,
165
+ initialData: () => cachedUpcomingCalls(range),
166
+ });
167
+ const data = resource.data;
168
+ useEffect(() => {
169
+ if (data) setLoadedAt(data.fetchedAt);
170
+ }, [data]);
171
+ useAutoRefresh(resource.updatedAt, resource.load);
172
+
173
+ const [openTicker, setOpenTicker] = usePluginPaneState<string | null>("calendar:open", null);
174
+ const [selectedKey, setSelectedKey] = usePluginPaneState<string | null>("calendar:selected", null);
175
+ const [sort, setSort] = useState<CalendarSort>(DEFAULT_CALENDAR_SORT);
176
+ const [query, setQuery] = useState("");
177
+ const { active: searchFocused, focus: focusSearch, blur: blurSearch, searchProps } = useQueryBarSearch();
178
+ // The company's own view takes Back while a call is open in it or its search has the keys.
179
+ const [companyHoldsKeys, setCompanyHoldsKeys] = useState(false);
180
+
181
+ const calls = data?.calls ?? NO_CALLS;
182
+ const rows = useMemo(() => {
183
+ const needle = query.trim().toLowerCase();
184
+ const shown = needle ? calls.filter((call) => matches(call, needle)) : calls;
185
+ return buildSectionedRows(calendarSections(shown, days, sort), (call) => call.id);
186
+ }, [calls, days, query, sort]);
187
+ const callRows = useMemo(() => rows.filter(isSectionedItemRow), [rows]);
188
+ // The cursor starts on the next call, so the day's calls already over sit above it.
189
+ const selected = callRows.find((row) => row.key === selectedKey)
190
+ ?? callRows.find((row) => isUpcomingCall(row.item, now))
191
+ ?? callRows[0]
192
+ ?? null;
193
+ const localClock = useMemo(() => !clockIsNewYork(calls, now), [calls, now]);
194
+ const columns = useMemo(() => calendarColumns(width, { localClock }), [localClock, width]);
195
+ const renderCell = useCallback((row: CalendarRow, column: CalendarColumn) => renderCalendarCell(row, column, now), [now]);
196
+
197
+ const openCall = openTicker ? calls.find((call) => call.ticker === openTicker) ?? null : null;
198
+ const detailOpen = !!openTicker && entitled;
199
+ const reload = useCallback(() => void resource.reload(), [resource.reload]);
200
+
201
+ const refused = refusal.current;
202
+ const signInRequired = !access.signedIn || (!data && refused === 401);
203
+ const verificationRequired = !signInRequired && (!access.emailVerified || (!data && refused === 403));
204
+ const proRequired = !signInRequired && !verificationRequired && (!access.hasProAccess || (!data && refused === 402));
205
+
206
+ const hints = useMemo<PaneHint[]>(() => [{ id: "search", key: "/", label: "search", onPress: focusSearch }], [focusSearch]);
207
+ usePaneStatusFooter({
208
+ registrationId: "earnings-calls:calendar",
209
+ enabled: !detailOpen && entitled,
210
+ loading: resource.loading && !!data,
211
+ error: data ? data.refreshError ?? resource.error : null,
212
+ stale: !!data && (data.stale || !!resource.error),
213
+ hints,
214
+ });
215
+ // A calendar cut at the server's limit says so, rather than end the week early.
216
+ usePaneNoticeFooter({
217
+ registrationId: "earnings-calls:calendar-notices",
218
+ focused,
219
+ enabled: !detailOpen && entitled,
220
+ notices: data?.truncated ? [upcomingCutNotice(data.calls)] : [],
221
+ });
222
+
223
+ const handleRootKey = useCallback((event: DataTableKeyEvent, context: DataTableRootKeyContext) => {
224
+ if (context.selectedIndex <= 0 && isPlainArrowUp(event)) {
225
+ stopSearchFocusNavigation(event);
226
+ focusSearch();
227
+ return true;
228
+ }
229
+ return handleRefreshKey(event, reload, { stopPropagation: true });
230
+ }, [focusSearch, reload]);
231
+
232
+ if (signInRequired || verificationRequired) {
233
+ return (
234
+ <SignInWall
235
+ placement="calls-signin" width={width} height={height} symbol={null}
236
+ action="browse earnings call transcripts" needsVerification={verificationRequired}
237
+ />
238
+ );
239
+ }
240
+ if (proRequired) {
241
+ return (
242
+ <ProWall
243
+ placement="calls-wall" width={width} height={height} symbol={null}
244
+ title="Earnings call transcripts are part of Gloom Cloud Pro."
245
+ message="Every company's earnings calls this week with their start times, then each call's full transcript with speaker attribution, analyst Q&A, and extracted guidance, risks and tone."
246
+ />
247
+ );
248
+ }
249
+
250
+ const sortColumn = (Object.entries(SORTABLE).find(([id, value]) => value === sort.column && (id !== "local" || localClock))?.[0]) ?? null;
251
+ return (
252
+ <DataTableStackView<CalendarRow, CalendarColumn>
253
+ focused={focused && !searchFocused && !companyHoldsKeys}
254
+ detailOpen={detailOpen}
255
+ onBack={() => setOpenTicker(null)}
256
+ detailTitle={openTicker ? (openCall?.companyName ? `${openTicker} · ${openCall.companyName}` : openTicker) : undefined}
257
+ detailContent={detailOpen && openTicker
258
+ ? renderCompany({ ticker: openTicker, focused, height: Math.max(4, height - 1), onHoldsKeys: setCompanyHoldsKeys })
259
+ : null}
260
+ rootBefore={
261
+ <QueryBar
262
+ width={width}
263
+ search={{
264
+ value: query,
265
+ onChange: setQuery,
266
+ placeholder: "ticker or company",
267
+ focused: focused && !detailOpen,
268
+ ...searchProps,
269
+ debounceMs: 80,
270
+ }}
271
+ view={view}
272
+ />
273
+ }
274
+ status={data ? undefined : { loading: resource.loading, error: resource.error, subject: "the earnings call calendar" }}
275
+ onRootKeyDown={handleRootKey}
276
+ rootWidth={width}
277
+ rootHeight={Math.max(2, height)}
278
+ columns={columns}
279
+ items={rows}
280
+ getItemKey={(row) => row.key}
281
+ isNavigable={isSectionedItemRow}
282
+ renderSectionHeader={renderSectionedRowHeader}
283
+ renderCell={renderCell}
284
+ selectedTextOverridesCellColor
285
+ sortColumnId={sortColumn}
286
+ sortDirection={sort.direction}
287
+ onHeaderClick={(columnId) => {
288
+ const column = SORTABLE[columnId as CalendarColumnId];
289
+ if (!column) return;
290
+ setSort((current) => current.column === column
291
+ ? { column, direction: current.direction === "asc" ? "desc" : "asc" }
292
+ : { column, direction: "asc" });
293
+ }}
294
+ selection={{
295
+ kind: "index",
296
+ selectedIndex: selected ? rows.indexOf(selected) : -1,
297
+ onChange: (_index, row) => { if (isSectionedItemRow(row)) setSelectedKey(row.key); },
298
+ }}
299
+ onActivate={(row) => {
300
+ if (!isSectionedItemRow(row)) return;
301
+ blurSearch();
302
+ setSelectedKey(row.key);
303
+ setOpenTicker(row.item.ticker);
304
+ }}
305
+ resetScrollKey={`${range.from}:${query}`}
306
+ emptyStateTitle={query.trim() ? "No matching calls." : "No calls on the calendar these days."}
307
+ emptyStateHint={query.trim() ? "Clear the search to see every call." : undefined}
308
+ />
309
+ );
310
+ }