gloomberb 0.18.3 → 0.18.4

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

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

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

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

package/src/plugins/builtin/estimate-revisions/lock-note.ts

@@ -6,7 +6,7 @@ import { proLockNote, type FreeRoute } from "../shared/pro-lock-note";
 
 /** GUIDE's free preview, where it holds guidance for the company: Apple issues none, so GUIDE has no AAPL rows. */
 const GUIDE_ROUTE: FreeRoute = {
-  text: (ticker, company) => `gloomberb fn GUIDE ${ticker} lists ${company}'s latest guidance ranges, with the date each was issued.`,
+  text: (ticker, company) => `gloom fn GUIDE ${ticker} lists ${company}'s latest guidance ranges, with the date each was issued.`,
   answers: async (symbol, context) => {
     const data = await fetchCompanyData("guidance", symbol, {}, context.apiClient, await resolveHeadlessIssuerListing(context, symbol), context.signal);
     return "guidance" in data && data.guidance.length + data.history.length > 0;
@@ -15,12 +15,12 @@ const GUIDE_ROUTE: FreeRoute = {
 
 /** The company's 8-Ks, where results and any guidance it gives are filed, for a company that files them. */
 const EIGHT_K_ROUTE: FreeRoute = {
-  text: (ticker, company) => `gloomberb filings ${ticker} --form 8-K lists ${company}'s 8-Ks, where it files its results and any guidance, each with its items and a link to the filing.`,
+  text: (ticker, company) => `gloom filings ${ticker} --form 8-K lists ${company}'s 8-Ks, where it files its results and any guidance, each with its items and a link to the filing.`,
   answers: (symbol, context) => filesForm(symbol, "8-K", context),
 };
 
 const EARNINGS_ROUTE: FreeRoute = {
-  text: (ticker, company) => `gloomberb earnings ${ticker} lists ${company}'s next report date with its consensus EPS estimate.`,
+  text: (ticker, company) => `gloom earnings ${ticker} lists ${company}'s next report date with its consensus EPS estimate.`,
   answers: async (symbol, context) => (await context.marketData.getEarningsCalendar?.([symbol]) ?? []).length > 0,
 };
 

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

@@ -4,6 +4,7 @@ import type {
   EstimateRevisionsPayload,
 } from "../../../api-client/estimate-revisions";
 import type { DataTableColumn } from "../../../components";
+import { dateOptionError, readCalendarDate } from "../../../utils/calendar-date";
 export const estimateNumber = (value: number | null | undefined) =>
   value == null
     ? "--"
@@ -84,20 +85,17 @@ export function sortPeriods(
   });
 }
 
+/** The periods ending on a fiscal end date, as a date option reads one; `option` is how a command line types it (`--period`). */
 export function pinnedEstimatePeriods(
   periods: EstimatePeriod[],
-  periodEnd: unknown,
+  requestedEnd: unknown,
   frequency: unknown = "quarterly",
+  option = "",
 ): EstimatePeriod[] {
-  if (periodEnd == null || periodEnd === "") return periods;
-  if (
-    typeof periodEnd !== "string" ||
-    !/^\d{4}-\d{2}-\d{2}$/.test(periodEnd) ||
-    !Number.isFinite(Date.parse(periodEnd)) ||
-    new Date(periodEnd).toISOString().slice(0, 10) !== periodEnd
-  ) {
-    throw new Error("Fiscal end must be a valid YYYY-MM-DD date.");
-  }
+  if (requestedEnd == null || requestedEnd === "") return periods;
+  const text = typeof requestedEnd === "string" ? requestedEnd.trim() : String(requestedEnd);
+  const periodEnd = readCalendarDate(text);
+  if (!periodEnd) throw new Error(dateOptionError(text, option, { subject: "a fiscal end date" }));
   if (frequency !== "quarterly" && frequency !== "annual")
     throw new Error("Frequency must be quarterly or annual.");
   const matches = periods.filter(

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

@@ -1,11 +1,12 @@
 import type { HeadlessPaneColumn, HeadlessPaneDefinition, HeadlessPaneRow } from "../../../types/plugin";
-import type { ExposureExtensionObservation, ExposurePayload, ExposureRequest } from "../../../api-client/exposure";
+import type { ExposureExtensionObservation, ExposurePayload, ExposureRequest, ExposureScenario } from "../../../api-client/exposure";
 import { cliTerminalWidth } from "../../../utils/cli-output";
 import { clipToDisplayWidth, displayWidth } from "../../../utils/format";
 import { fiscalLabel } from "../company-kpis/model";
 import { humanLabel } from "../shared/research-cells";
+import { freePreviewNote } from "../shared/free-preview";
 import { fetchExposure, fetchScenarios } from "./client";
-import { DEFAULT_SCENARIO, exposureCellText, parseCustomScenario, parseHoldings, pathRows, portfolioRows, scenarioTitle, tableRows, TABS, type ExposureRow } from "./model";
+import { DEFAULT_SCENARIO, exposureCellText, LIBRARY_SCENARIO_IDS, parseCustomScenario, parseHoldings, pathRows, portfolioRows, scenarioTitle, tableRows, TABS, type ExposureRow } from "./model";
 import { portfolioHoldings, watchlistHoldings } from "./holdings";
 import { describeCollections, findNamedCollection } from "../../../portfolio/collection-name";
 import { driverAmount, driverRows, driverScope } from "./drivers";
@@ -183,6 +184,45 @@ function portfolioColumns(data: ExposurePayload, concentration: boolean, items:
 
 const CONCENTRATION_VIEWS = ["country", "supplier", "customer"] as const;
 
+/** The server's own line about a preview ("Free preview covers the first holding at depth 1. ..."): what the view is, not what failed. */
+const PREVIEW_NOTE = /^Free preview\b/i;
+
+/**
+ * A free preview's Pro line in the words every report uses, and what the
+ * server says about the preview as a note: its first sentence is the Pro
+ * line's, the rest (how the totals are weighted) stays. The other unknowns
+ * are the report's errors.
+ */
+function previewLines(data: Pick<ExposurePayload, "access" | "lockedHoldings" | "unknowns">): { lock: string[]; notes: string[]; unknowns: string[] } {
+  const preview = data.access === "preview";
+  const notes = preview ? data.unknowns.filter(line => PREVIEW_NOTE.test(line))
+    .map(line => line.replace(/^Free preview[^.]*\.\s*/i, "").trim()).filter(Boolean) : [];
+  const others = preview ? data.unknowns.filter(line => !PREVIEW_NOTE.test(line)) : data.unknowns;
+  const lock = preview ? [freePreviewNote({ shows: "the first holding, one relationship hop deep",
+    adds: `${data.lockedHoldings === 1 ? "the other holding and " : data.lockedHoldings > 1 ? `the other ${data.lockedHoldings} holdings and ` : ""}paths up to four hops` })] : [];
+  return { lock, notes, unknowns: others };
+}
+
+/** Library ids as a list: `a, b or c`. */
+function scenarioIds(library: readonly ExposureScenario[]): string {
+  const ids = library.flatMap(s => s.id ? [s.id] : []);
+  return ids.length > 1 ? `${ids.slice(0, -1).join(", ")} or ${ids.at(-1)}` : ids[0] ?? "";
+}
+
+/** An id the library does not have: the ids it does, the one it was likely meant for (`rates` for rates-up), and --custom. */
+function unknownScenarioMessage(id: string, library: readonly ExposureScenario[]): string {
+  const typed = id.trim().toLowerCase();
+  const near = typed ? library.filter(s => s.id?.split("-").includes(typed) || s.id?.startsWith(typed)) : [];
+  return [`Unknown scenario: ${id}.`, ...(near.length === 1 ? [`Did you mean ${near[0]!.id}?`] : []),
+    ...(library.length ? [`Scenarios: ${scenarioIds(library)}.`] : []), "Or describe your own with --custom."].join(" ");
+}
+
+/** The note a report run on the default scenario carries: which one it is, and how to pick another. */
+function defaultScenarioNote(scenario: ExposureScenario, library: readonly ExposureScenario[]): string {
+  const others = library.filter(s => s.id !== scenario.id);
+  return `${scenario.label} (${scenario.id}) is the default scenario. Pick another with --scenario${others.length ? ` (${scenarioIds(others)})` : ""}, or describe your own with --custom.`;
+}
+
 export const exposureHeadless: HeadlessPaneDefinition<"bundle"> = {
   shape: "bundle",
   freshness: { status: "not-a-feed", basis: "company disclosures" },
@@ -190,7 +230,8 @@ export const exposureHeadless: HeadlessPaneDefinition<"bundle"> = {
   discovery: { aliases: ["EXPO"], dataRequirements: ["Gloom Cloud geographic revenue, disclosed supply chains, KPIs, guidance and credit disclosures", "Portfolio NAV for local PORT weights"],
     limitations: ["Pro: full holdings and up to four-hop paths; free: one holding, one hop.", "Operating exposure estimates, never predicted stock returns.", "Missing relationships and sensitivities remain unknown.", "Basis and reporting period are kept separate."] },
   options: [
-    { key: "scenario", type: "string", settingKey: "scenario", defaultValue: "taiwan-disruption", description: "Library scenario id, or use --custom." },
+    { key: "scenario", type: "string", settingKey: "scenario", defaultValue: DEFAULT_SCENARIO.id!, values: LIBRARY_SCENARIO_IDS.map(value => ({ value })),
+      description: "Library scenario id, or use --custom." },
     { key: "custom", type: "string", settingKey: "customScenario", description: "JSON scenario with label and shocks; supports multiple shocks and explicit transmission assumptions." },
     { key: "depth", type: "integer", settingKey: "depth", defaultValue: 2, minimum: 1, maximum: 4, description: "Maximum relationship hops." },
     { key: "nav", type: "string", settingKey: "nav", description: "Positive portfolio NAV in its configured currency; required for PORT." },
@@ -217,8 +258,9 @@ export const exposureHeadless: HeadlessPaneDefinition<"bundle"> = {
       holdings = watchlistHoldings(tickers, findNamedCollection(ctx.config.watchlists, source[2])?.id ?? source[2]!);
     } else holdings = parseHoldings(input);
     const id = String(args.options.scenario ?? DEFAULT_SCENARIO.id);
-    const scenario = args.options.custom ? parseCustomScenario(String(args.options.custom)) : (await fetchScenarios(ctx.apiClient)).find(s => s.id === id);
-    if (!scenario) throw new Error(`Unknown scenario: ${id}`);
+    const library = args.options.custom ? [] : await fetchScenarios(ctx.apiClient);
+    const scenario = args.options.custom ? parseCustomScenario(String(args.options.custom)) : library.find(s => s.id === id);
+    if (!scenario) throw new Error(unknownScenarioMessage(id, library));
     const cashWeight = args.options.cash === undefined ? undefined : Number(args.options.cash);
     if (cashWeight !== undefined && (!Number.isFinite(cashWeight) || Math.abs(cashWeight) > 10)) throw new Error("Cash must be a NAV fraction between -10 and 10.");
     if (ctx.signal.aborted) throw new Error("Exposure analysis cancelled.");
@@ -227,8 +269,11 @@ export const exposureHeadless: HeadlessPaneDefinition<"bundle"> = {
     const stress = withNotes(portfolioRows(data, "stress"), row => row.incomplete ? row.unknowns : []);
     const concentrations = CONCENTRATION_VIEWS.flatMap(kind => portfolioRows(data, kind).map(row => ({ ...row, kind })));
     const holdingRows = tableRows(data), paths = pathRows(data);
+    const preview = previewLines(data);
+    // The library's first scenario runs unless another is asked for: the report says so, and what else there is.
+    const notes = [...(!args.options.custom && scenario.id === DEFAULT_SCENARIO.id ? [defaultScenarioNote(scenario, library)] : []), ...preview.notes];
     return { complete: data.lockedHoldings === 0 && data.holdings.every(h => h.status === "quantified") && data.unknowns.length === 0,
-      errors: [...data.unknowns, ...(data.access === "preview" ? ["Free preview: one holding, depth one. Full analysis requires Pro."] : [])],
+      errors: [...preview.lock, ...preview.unknowns], ...(notes.length ? { notes } : {}),
       sections: [
         { title: "Holdings", rows: data.holdings.map(h => ({ symbol: h.symbol, weight: h.weight, status: h.status, measures: h.measures, coverage: h.coverage, unknowns: h.unknowns })),
           textColumns: fitted(holdingColumns(data), holdingRows), textRows: textRows(holdingRows) },

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

@@ -1,14 +1,40 @@
+import type { PaneTemplateContext, ShortcutArgError } from "../../../types/plugin";
+import { findNamedCollection, unknownCollectionArgError } from "../../../portfolio/collection-name";
 import type { PluginModule } from "../plugin-module";
 import { exposureHeadless } from "./headless";
 import { ExposurePane } from "./pane";
 
+const SOURCE = /^(PORT|WATCH):(.+)$/i;
+
+/**
+ * `EXPO PORT:Book` names a portfolio, and `WATCH:Watchlist` a watchlist, by
+ * name or id in any case, as `fn EXPO` reads them. The pane keeps its source
+ * by id (`PORT:book`), so the name is rewritten to the id it names.
+ */
+function sourceInput(arg: string, context: PaneTemplateContext): string {
+  const source = SOURCE.exec(arg.trim());
+  if (!source) return arg;
+  const prefix = source[1]!.toUpperCase();
+  const match = findNamedCollection(prefix === "PORT" ? context.config.portfolios : context.config.watchlists, source[2]);
+  return match ? `${prefix}:${match.id}` : arg;
+}
+
+/** `EXPO PORT:Nope` or `EXPO WATCH:Nope` names a portfolio or watchlist nothing has; tickers and weights are read by the pane. */
+function unknownSourceArg(arg: string, context: PaneTemplateContext): ShortcutArgError | null {
+  const source = SOURCE.exec(arg.trim());
+  if (!source) return null;
+  return source[1]!.toUpperCase() === "PORT"
+    ? unknownCollectionArgError(source[2]!, context.config.portfolios, "portfolio", (name) => `PORT:${name}`)
+    : unknownCollectionArgError(source[2]!, context.config.watchlists, "watchlist", (name) => `WATCH:${name}`);
+}
+
 export const exposureModule: PluginModule = {
   panes: [{ id: "exposure", name: "Exposure", icon: "E", component: ExposurePane, defaultPosition: "right", defaultMode: "floating", defaultFloatingSize: { width: 138, height: 31 }, tableExport: true, headless: exposureHeadless,
     personalData: "holdings",
     portableShare: { private: { params: true, settings: true, state: true } } }],
   paneTemplates: [{ id: "exposure-pane", paneId: "exposure", label: "Exposure", description: "Pro scenario exposures across holdings, geographic revenue and supply chains, with source evidence and portfolio concentrations.",
     keywords: ["exposure", "scenario", "stress", "portfolio", "supply", "country", "tariff", "pro"],
-    shortcut: { prefix: "EXPO", argKind: "text", argOptional: true, argPlaceholder: "AAPL=60% NVDA=40%" }, headless: exposureHeadless,
-    createInstance: (_context, options) => ({ params: { input: options?.arg ?? "" } }),
+    shortcut: { prefix: "EXPO", argKind: "text", argOptional: true, argPlaceholder: "AAPL=60% NVDA=40%", argError: unknownSourceArg }, headless: exposureHeadless,
+    createInstance: (context, options) => ({ params: { input: sourceInput(options?.arg ?? "", context) } }),
   }],
 };

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

@@ -3,6 +3,13 @@ import { humanLabel } from "../shared/research-cells";
 
 export const TABS = [{ value: "table", label: "Table" }, { value: "drivers", label: "Drivers" }, { value: "paths", label: "Paths" }, { value: "portfolio", label: "Portfolio" }];
 export const DEFAULT_SCENARIO: ExposureScenario = { id: "taiwan-disruption", label: "Taiwan disruption", shocks: [{ id: "taiwan", kind: "country", target: "TW", changePct: -100 }] };
+/**
+ * The ids of Gloom Cloud's scenario library, which the catalog lists for
+ * `--scenario`. A report reads the library itself, so an id added there runs
+ * before it is listed here.
+ */
+export const LIBRARY_SCENARIO_IDS = ["taiwan-disruption", "china-demand", "europe-demand", "china-semiconductor-ban", "china-tariff",
+  "oil-up", "rates-up", "usd-up", "tsmc-outage", "microsoft-capex"] as const;
 export const basisLabel = (basis: string | null) => basis?.replaceAll("_", " ") ?? "Unknown basis";
 const pct = (value: number) => `${value.toFixed(1)}%`;
 export const rangeText = (range: ExposureRange | null) => !range ? "Unknown" : range.low === range.high ? pct(range.low) : `${range.low.toFixed(1)} to ${range.high.toFixed(1)}%`;

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

@@ -8,6 +8,7 @@ import { useAppSelector, useAsyncResource, useAutoRefresh, useMarketData, usePan
 import { useThemeColors } from "../../../theme/theme-context";
 import type { PaneProps } from "../../../types/plugin";
 import { Box, ScrollBox, Text, useRendererHost, useUiCapabilities } from "../../../ui";
+import { withCountryFlag } from "../../../components/ui/country-flag";
 import { logFailure } from "../../../utils/log-failure";
 import { SignInWall } from "../cloud/auth-actions";
 import { CLOUD_PLAN_KEY, useCloudUpgradeAction } from "../shared/cloud-upgrade";
@@ -212,7 +213,11 @@ export function ExposurePane({ width, height, focused }: PaneProps) {
       case "value": return { text: row.driver ? driverValue(row.driver) : "--", value: row.driver?.value ?? null, color: colors.textBright };
       case "units": return { text: row.driver ? driverUnits(row.driver) : "", color: colors.textDim };
       case "scope": return { text: row.driver ? driverScope(row.driver) : "", color: colors.textDim };
-      case "label": return { text: exposureCellText(row, "label"), color: unknown ? colors.textDim : colors.text };
+      case "label": {
+        const cell = { text: exposureCellText(row, "label"), color: unknown ? colors.textDim : colors.text };
+        // Grouped by country, each target leads with its flag on the desktop and the web.
+        return concentration && view === "country" ? withCountryFlag(cell, row.label, desktop) : cell;
+      }
       case "basis": return row.basis ? { text: exposureCellText(row, "basis"), color: colors.textDim } : missingCell(colors);
       case "exposure": return row.exposure ? { text: exposureCellText(row, "exposure"), value: row.exposure.high, color: colors.textBright } : { text: exposureCellText(row, "exposure"), value: null, color: colors.textMuted };
       // Disclosed figures stand out; estimates read plainly, and the word says which is which.

package/src/plugins/builtin/fear-greed/index.tsx

@@ -63,7 +63,7 @@ export const fearGreedPlugin: GloomPlugin = {
     },
   ],
 
-  // `gloomberb fear-greed`, as before the plugin moved out of the host. Runs
+  // `gloom fear-greed`, as before the plugin moved out of the host. Runs
   // without the pane cache attached when invoked from the CLI, so it always
   // fetches, which is what a CLI call wants anyway.
   cliCommands: [

package/src/plugins/builtin/filing-events/index.tsx

@@ -22,7 +22,7 @@ function filingEventsLockNote(lock: PaneLock): Promise<string> {
     does: "it reads each 8-K and sums up what it said and who it names",
     shows: "them",
     free: [{
-      text: (ticker, company) => `gloomberb fn SEC ${ticker} lists ${company}'s recent filings, 8-Ks among them, each with its filing date and its items by number and name.`,
+      text: (ticker, company) => `gloom fn SEC ${ticker} lists ${company}'s recent filings, 8-Ks among them, each with its filing date and its items by number and name.`,
       answers: (symbol, context) => filesForm(symbol, "8-K", context),
     }],
   });

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

@@ -4,6 +4,7 @@ import { compareSortValues, type SortDirection } from "../../../utils/sort-value
 import type { BoardQuoteMap } from "../shared/use-quote-board";
 import { FUTURES_SECTOR_ORDER, type FuturesContract, type FuturesSector } from "../../../market-data/futures-board";
 import { futuresPriceUnit } from "../../../market-data/futures-contract";
+import { contractMonthLabel } from "../../../utils/contract-month";
 import type { FuturesReturnHorizon } from "./returns";
 import type { FuturesTermsMap } from "./use-board-terms";
 import type { FrontReturnsMap } from "./use-front-returns";
@@ -41,20 +42,20 @@ export function futuresRowId(row: FuturesTableRow): string {
   return row.type === "header" ? `header-${row.sector}` : row.contract.symbol;
 }
 
-/** "Nov 26" or "Futures,Nov-2026"; a hyphen takes only a whole year, since "Futures,Nov-20" is 2026 cut short. */
+/** "Nov 2026", "Nov 26" or "Futures,Nov-2026"; a hyphen takes only a whole year, since "Futures,Nov-20" is 2026 cut short. */
 const CONTRACT_MONTH = /\b(Jan|Feb|Mar|Apr|May|Jun|Jul|Aug|Sep|Oct|Nov|Dec)(?: (\d{4}|\d{2})|-(\d{4}))$/i;
 
 /**
  * The alias stays the row identity while its quoted contract rolls, so the
  * label is the catalog name plus the quoted contract's month ("30-Year T-Bond
- * Dec 26"). Quote names arrive as "Crude Oil Nov 26", "Corn Futures,Dec-2026"
- * or cut off mid-month ("Futures,Dec-"); a month without a year is dropped
- * rather than guessed.
+ * Dec 2026"). Quote names arrive as "Crude Oil Nov 2026", "Crude Oil Nov 26",
+ * "Corn Futures,Dec-2026" or cut off mid-month ("Futures,Dec-"); a month
+ * without a year is dropped rather than guessed.
  */
 export function futuresContractName(contract: FuturesContract, quote?: Quote | null): string {
   const month = quotedContractMonth(contract, quote);
   if (!month) return contract.name;
-  return `${contract.name} ${MONTH_NAMES[month.month]} ${String(month.year).slice(-2)}`;
+  return `${contract.name} ${contractMonthLabel(month.year, month.month)}`;
 }
 
 const MONTH_NAMES = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"];
@@ -82,9 +83,9 @@ function dayMonth(date: string): string {
  * The row's headline: the contract its quote prices, as futuresContractName
  * words it: the root's front month until its roll date. Two notes follow,
  * each from the day's facts. Once the continuous symbol has rolled while the
- * nearer month still trades, that month's last trade: "WTI Crude Oil Dec 26,
+ * nearer month still trades, that month's last trade: "WTI Crude Oil Dec 2026,
  * rolled (Nov expires 20 Oct)". When the day's volume put another month first,
- * that month: "WTI Crude Oil Nov 26, Dec most active". The terms only add a
+ * that month: "WTI Crude Oil Nov 2026, Dec most active". The terms only add a
  * note when they name the month the quote prices, so a roll between the two
  * loads never mixes months, and place the month when the quote's name carries
  * none. A name column too narrow for a note drops it, the last one first.
@@ -104,7 +105,7 @@ export function futuresContractHeadline(
   const month = agree ? quoted ?? termsMonth : quoted;
   if (!month) return contract.name;
   const priced = `${month.year}-${String(month.month + 1).padStart(2, "0")}`;
-  const plain = `${contract.name} ${MONTH_NAMES[month.month]} ${String(month.year).slice(-2)}`;
+  const plain = `${contract.name} ${contractMonthLabel(month.year, month.month)}`;
   if (!agree) return plain;
   const notes: Array<{ text: string; min: string }> = [];
   const nearest = terms?.nearest;
@@ -117,7 +118,7 @@ export function futuresContractHeadline(
   if (active && /^\d{4}-\d{2}$/.test(active.deliveryMonth) && active.deliveryMonth !== priced) {
     // Another year's month says which year it is.
     const name = MONTH_NAMES[Number(active.deliveryMonth.slice(5, 7)) - 1];
-    const label = active.deliveryMonth.slice(0, 4) === String(month.year) ? name : `${name} ${active.deliveryMonth.slice(2, 4)}`;
+    const label = active.deliveryMonth.slice(0, 4) === String(month.year) ? name : `${name} ${active.deliveryMonth.slice(0, 4)}`;
     notes.push({ text: `, ${label} most active`, min: `, ${label} most active` });
   }
   // The month the quote prices leads, so a column that clips the tail still shows it; a note keeps its place

package/src/plugins/builtin/futures/returns.ts

@@ -1,5 +1,5 @@
 import type { PricePoint, Quote } from "../../../types/financials";
-import { calendarMonthsBefore } from "../../../utils/calendar-date";
+import { periodReturn } from "../../../market-data/market/period-return";
 import type { FuturesContract } from "../../../market-data/futures-board";
 import { quotedContractMonth } from "./model";
 
@@ -9,7 +9,6 @@ export type FuturesReturnValues = Readonly<Record<FuturesReturnHorizon, number |
 export const NO_FUTURES_RETURNS: FuturesReturnValues = { "1W": null, "1M": null, YTD: null };
 
 const MONTH_CODES = "FGHJKMNQUVXZ";
-const DAY_MS = 86_400_000;
 
 /** Gloom symbol of one listed contract: LEZ26.CME. */
 function listedContractSymbol(contract: FuturesContract, year: number, month: number): string {
@@ -51,10 +50,6 @@ function utcDay(value: Date | string | number): string | null {
   return Number.isFinite(date.getTime()) ? date.toISOString().slice(0, 10) : null;
 }
 
-function shiftDay(day: string, days: number): string {
-  return new Date(Date.parse(`${day}T00:00:00Z`) + days * DAY_MS).toISOString().slice(0, 10);
-}
-
 /** Dated closes, one per day, oldest first. History that crossed a JSON bridge carries string dates. */
 function dailyCloses(history: readonly PricePoint[]): DailyClose[] {
   const byDay = new Map<string, number>();
@@ -86,25 +81,10 @@ export function pickFrontContract(
   return best?.symbol ?? null;
 }
 
-/**
- * A baseline further than this before its target date is a hole in the
- * contract's trading (or a contract listed after the target), not its close.
- */
-const MAX_BASELINE_GAP_DAYS = 10;
-
-function closeOnOrBefore(closes: readonly DailyClose[], target: string): number | null {
-  const earliest = shiftDay(target, -MAX_BASELINE_GAP_DAYS);
-  for (let index = closes.length - 1; index >= 0; index -= 1) {
-    const bar = closes[index]!;
-    if (bar.day > target) continue;
-    return bar.day >= earliest && bar.close > 0 ? bar.close : null;
-  }
-  return null;
-}
-
 /**
  * One contract's returns: the latest price against that same contract's close
- * a week, a calendar month, and a year-end earlier. The continuous alias's own
+ * on or before the same date a week and a calendar month earlier, and its
+ * last close of the year before (periodReturn). The continuous alias's own
  * series jumps at every roll (LE=F fell 6.3% on a July roll day), so its
  * history is never the baseline. `price` is the live quote, dated `asOf`;
  * without one the contract's last close stands in.
@@ -116,17 +96,9 @@ export function frontContractReturns(
 ): FuturesReturnValues {
   const closes = dailyCloses(history);
   const live = price != null && Number.isFinite(price) && asOf != null && Number.isFinite(asOf);
-  const latest = live ? price : closes.at(-1)?.close;
-  const latestDay = live ? utcDay(asOf) : closes.at(-1)?.day;
-  if (latest == null || !latestDay) return NO_FUTURES_RETURNS;
-  const change = (target: string) => {
-    const base = closeOnOrBefore(closes, target);
-    return base == null ? null : (latest / base - 1) * 100;
-  };
-  const monthBack = calendarMonthsBefore(new Date(`${latestDay}T00:00:00Z`), 1).toISOString().slice(0, 10);
-  return {
-    "1W": change(shiftDay(latestDay, -7)),
-    "1M": change(monthBack),
-    YTD: change(`${Number(latestDay.slice(0, 4)) - 1}-12-31`),
-  };
+  const liveDay = live ? utcDay(asOf) : null;
+  const latest = live && liveDay ? { day: liveDay, close: price } : closes.at(-1);
+  if (!latest) return NO_FUTURES_RETURNS;
+  const change = (period: FuturesReturnHorizon) => periodReturn(closes, period, latest)?.percent ?? null;
+  return { "1W": change("1W"), "1M": change("1M"), YTD: change("YTD") };
 }

package/src/plugins/builtin/futures/table.tsx

@@ -43,7 +43,7 @@ const DEFAULT_FUTURES_COLUMN_IDS = FUTURES_COLUMN_DEFS.map((column) => column.id
  * which the change in percent still gives. The previous close (the last price
  * less the change) goes first, then each row's quote time (the status line
  * dates the newest), which leaves a 1280-pixel shot room for "WTI Crude Oil
- * Dec 26, rolled (Nov expires 20 Oct)".
+ * Dec 2026, rolled (Nov expires 20 Oct)".
  */
 const COLUMN_MIN_PANE_WIDTH: Partial<Record<FuturesColumnId, number>> = {
   change: 100,