gloomberb 0.18.3 → 0.18.4

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

@@ -1,13 +1,16 @@
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
-import { Box, Text, TextAttributes, useUiCapabilities } from "../../../ui";
+import { Box, Text, TextAttributes, useUiCapabilities, type ScrollBoxRenderable } from "../../../ui";
 import {
   Badge,
   DataTableView,
+  usePagedRows,
   usePaneFooter,
   usePaneTabs,
   usePaneTicker,
+  useTableLoadMore,
   type DataTableCell,
   type DataTableKeyEvent,
+  type PageRequest,
 } from "../../../components";
 import { handleRefreshKey, loadingErrorFooterInfo } from "../../../components/data-table/table-pane";
 import { useAsyncResource } from "../../../react/async-resource";
@@ -22,8 +25,8 @@ import { THIRTEENF_TEMPLATE_ID } from "../thirteenf/model";
 import { useInResearchTab } from "../ticker-detail/research-tab-keys";
 import {
   displayDate,
+  formatHolderChangePercent,
   formatHolderOwnershipPercent,
-  formatMaybePercent,
   formatMoneyCompact,
   formatSignedCompact,
   holderStakeMarketCap,
@@ -40,15 +43,23 @@ import {
   sortRows,
   VIEW_TABS,
 } from "./table-model";
-import { classSharesToday, loadHolderData } from "./client";
+import { classSharesAsOf, classSharesToday, loadHolderData } from "./client";
 import { HoldersTreemap } from "./treemap";
 import { BeneficialOwnersView } from "./beneficial-view";
 import { useIssuerListing } from "../shared/ticker-request";
 import type { HolderColumn, HolderColumnId, HolderRow, SortPreference, ViewMode } from "./types";
 import { loadHolder13FMatches, type Holder13FMatch } from "./thirteenf-match";
+import { indexedHolderUnits, indexHolderTicker, loadIndexedHolderPage, withIndexedHolders } from "./index-holders";
 import { useSampledValue, useTickerQuoteStream } from "../../../state/hooks/live-ticker-financials";
 
 const HOLDER_MARKET_CAP_SAMPLE_MS = 5_000;
+/** Rows past the end of the table that a scroll loads the next page within, as `useTableLoadMore` does. */
+const LOAD_MORE_ROWS = 8;
+
+/** Index rows have their CIK, so their 13F filing needs no name search. */
+function cikMatches(rows: readonly HolderRow[]): Map<string, Holder13FMatch> {
+  return new Map(rows.flatMap((row) => row.cik ? [[row.id, { cik: row.cik, fundName: row.name, periodOfReport: row.reportDate }]] : []));
+}
 
 /** The width of a three-letter badge ("13F", "ADR"): the label and its padding. */
 const BADGE_WIDTH = 5;
@@ -64,6 +75,7 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
   const [fundMatching, setFundMatching] = useState(false);
   const [selectedId, setSelectedId] = useState<string | null>(null);
   const fundMatchAbortRef = useRef<AbortController | null>(null);
+  const tableScrollRef = useRef<ScrollBoxRenderable | null>(null);
 
   const exchange = ticker?.metadata.exchange ?? "";
   const issuerListing = useIssuerListing(ticker);
@@ -80,8 +92,33 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
     keepPreviousData: true,
   });
 
+  // A US line's 13F holders are every filer in the SEC holder index, paged
+  // as fn 13F pages them and asked beside the source's short list, which
+  // stands until the first page answers and whenever the index cannot be read.
+  const indexTicker = indexHolderTicker(symbol, exchange);
+  const loadIndexPage = useMemo(() => indexTicker
+    ? ({ offset, signal }: PageRequest) => loadIndexedHolderPage(indexTicker, offset, signal)
+    : null, [indexTicker]);
+  const index = usePagedRows(loadIndexPage, { getId: (row) => row.cik });
+  // The source's list kept from the previous ticker must not price this one's filers: they wait for its own.
+  const base = data && indexHolderTicker(data.symbol) === indexTicker ? data : null;
+  const indexed = index.rows.length > 0 && (!!base || !loading) && indexHolderTicker(symbol, exchange, base) != null;
+  const indexPending = !!indexTicker && index.loading && index.rows.length === 0;
+  // Index rows take the source's price; the quote's only when the source gave none, sampled so ticks do not re-sort.
+  // The rows follow the units in use, so a quote that is not the price used leaves them as they are.
+  const quotePrice = useSampledValue(financials?.quote?.price, HOLDER_MARKET_CAP_SAMPLE_MS, symbol ?? "");
+  const { price: unitPrice, classShares: unitClassShares } = indexedHolderUnits(base, quotePrice);
+  const listData = useMemo(() => {
+    const first = index.pages[0];
+    if (!indexed || !first || !indexTicker) return data;
+    return withIndexedHolders(base, indexTicker, { ...first, rows: index.rows }, {
+      ...(unitPrice != null ? { price: unitPrice } : {}),
+      ...(unitClassShares != null ? { classShares: unitClassShares } : {}),
+    });
+  }, [base, data, index.pages, index.rows, indexTicker, indexed, unitClassShares, unitPrice]);
+
   // The values' own currency: dollars from the 13F filings on a London line, not its pence.
-  const currency = holderValueCurrency(data, ticker?.metadata.currency || "USD")!;
+  const currency = holderValueCurrency(listData, ticker?.metadata.currency || "USD")!;
   // A stake without a reported percentage is the holding's value over the
   // market cap, when both are in one currency. The stream keeps the cap
   // current, about once a second; the stakes follow it at most every few
@@ -91,10 +128,11 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
   const marketCap = useSampledValue(liveMarketCap, HOLDER_MARKET_CAP_SAMPLE_MS, `${symbol ?? ""}:${currency}`);
   // Today's share count, which a 13D/13G report's own base is checked against.
   const sharesOutstanding = classSharesToday(financials);
-  const rows = useMemo(() => buildRows(data), [data]);
+  const sharesOutstandingAsOf = classSharesAsOf(financials);
+  const rows = useMemo(() => buildRows(listData), [listData]);
   const periodsDiffer = useMemo(() => holderPeriodsDiffer(rows), [rows]);
   const sortedRows = useMemo(() => sortRows(rows, sortPreference, marketCap), [marketCap, rows, sortPreference]);
-  // Change columns only when the source reports a change; otherwise they read "-" on every row.
+  // Change columns only when the source reports a change; otherwise every row would read as missing.
   const showChange = useMemo(() => hasHolderChanges(rows), [rows]);
   const columns = useMemo(() => buildColumns(width, showChange), [showChange, width]);
   const selectedIdx = selectedId
@@ -114,8 +152,14 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
   // restart 25 two-request 13F lookups.
   useEffect(() => {
     fundMatchAbortRef.current?.abort();
+    if (rows.length > 0 && rows.every((row) => row.cik)) {
+      setFundMatches(cikMatches(rows));
+      setFundMatching(false);
+      return;
+    }
     setFundMatches(new Map());
-    if (rows.length === 0) {
+    // The source's rows are not matched while the index's may replace them.
+    if (rows.length === 0 || indexPending) {
       setFundMatching(false);
       return;
     }
@@ -138,7 +182,7 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
         fundMatchAbortRef.current = null;
       }
     };
-  }, [rows]);
+  }, [indexPending, rows]);
 
   const selectedRow = activeIdx >= 0 ? sortedRows[activeIdx] ?? null : null;
   const selectedFundMatch = selectedRow ? fundMatches.get(selectedRow.id) ?? null : null;
@@ -167,9 +211,12 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
     setViewMode(nextViewMode);
   }, [setViewMode]);
 
+  const reloadIndex = index.reload;
   const refresh = useCallback(() => {
     void reload();
-  }, [reload]);
+    reloadIndex();
+  }, [reload, reloadIndex]);
+  const loadMoreFromScroll = useTableLoadMore(tableScrollRef, indexed && index.hasMore, index.loadMore);
 
   // Plain keys only: Cmd/Ctrl+Shift+R, S and O resize, share and pop out the pane.
   const handleKeyDown = useCallback((event: DataTableKeyEvent) => {
@@ -261,7 +308,7 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
         };
       case "changePercent":
         return {
-          text: formatMaybePercent(row.changePercent),
+          text: formatHolderChangePercent(row.changePercent),
           color: row.changePercent != null ? priceColor(row.changePercent) : colors.textDim,
         };
       case "percentHeld":
@@ -282,8 +329,14 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
         // One date only when every holder's row is of it; the PERIOD column dates each row.
         ...(periodsDiffer
           ? [{ id: "as-of", parts: [{ text: "latest period per holder", tone: "muted" as const }] }]
-          : data?.asOf ? [{ id: "as-of", parts: [{ text: data.asOf, tone: "value" as const }] }] : []),
-        ...loadingErrorFooterInfo(loading, data ? error : null),
+          : listData?.asOf ? [{ id: "as-of", parts: [{ text: listData.asOf, tone: "value" as const }] }] : []),
+        // The index's first page replaces the source's list, so it is loading too; a failed one leaves that list.
+        ...loadingErrorFooterInfo(loading || (indexPending && !!data), listData ? error : null),
+        ...(index.loadingMore ? [{ id: "loading-more", parts: [{ text: "loading more", tone: "muted" as const }] }] : []),
+        // A later page that failed keeps the rows loaded; scrolling asks for it again.
+        ...(indexed && index.moreError && !index.loadingMore
+          ? [{ id: "more-error", parts: [{ text: "more holders could not be read", tone: "warning" as const }] }]
+          : []),
         ...(fundMatching ? [{ id: "fund-matching", parts: [{ text: "13F matching", tone: "muted" as const }] }] : []),
       ],
       // The title-bar tabs (or the query bar inside Ticker Research) switch
@@ -293,7 +346,7 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
         ...(selectedFundMatch ? [{ id: "fund", key: "o", label: "pen 13F", onPress: () => openFundDetail(selectedRow) }] : []),
       ],
     };
-  }, [data, error, fundMatching, loading, openFundDetail, periodsDiffer, selectedFundMatch, selectedRow, viewMode]);
+  }, [data, error, fundMatching, index.loadingMore, index.moreError, indexed, indexPending, listData, loading, openFundDetail, periodsDiffer, selectedFundMatch, selectedRow, viewMode]);
 
   const selectView = useCallback((value: string) => setViewMode(value as ViewMode), [setViewMode]);
   // As a research tab, h/l move between research tabs; `s` switches the view.
@@ -313,11 +366,19 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
   // values" while the request is still in flight or the pane has no ticker.
   const statusTitle = !symbol
     ? "No ticker selected."
-    : loading && !data
+    : (loading || indexPending) && !listData
       ? "Loading holders..."
-      : !data && error ? error : sortedRows.length === 0 ? "No holders available" : null;
+      : !listData && error ? error : sortedRows.length === 0 ? "No holders available" : null;
   const chartHeight = Math.max(1, height - tabRows - (nativePaneChrome ? 1 : 0));
 
+  // A list shorter than the table cannot scroll to load more, so it pages on
+  // until it fills the table, as a scroll would; a failed page waits for one.
+  const { hasMore: indexHasMore, loading: indexLoading, loadingMore: indexLoadingMore, moreError: indexMoreError, loadMore: loadMoreIndex } = index;
+  useEffect(() => {
+    if (viewMode !== "table" || !indexed || !indexHasMore || indexLoading || indexLoadingMore || indexMoreError) return;
+    if (sortedRows.length < chartHeight + LOAD_MORE_ROWS) loadMoreIndex();
+  }, [chartHeight, indexHasMore, indexLoading, indexLoadingMore, indexMoreError, indexed, loadMoreIndex, sortedRows.length, viewMode]);
+
   return (
     <Box flexDirection="column" width={width} height={height}>
       {nativePaneChrome ? tabStrip : tabStrip && <Box height={1} paddingX={1}>{tabStrip}</Box>}
@@ -333,6 +394,8 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
           }}
           onActivate={openFundDetail}
           onRootKeyDown={handleKeyDown}
+          scrollRef={tableScrollRef}
+          onBodyScrollActivity={loadMoreFromScroll}
           resetScrollKey={data?.symbol}
           rootWidth={width}
           columns={columns}
@@ -354,6 +417,7 @@ export function HoldersView({ focused, width, height }: { focused: boolean; widt
           holderRows={rows}
           fundMatches={fundMatches}
           sharesOutstanding={sharesOutstanding}
+          sharesOutstandingAsOf={sharesOutstandingAsOf}
           onCycleView={toggleView}
           onRefreshHolders={refresh}
         />

package/src/plugins/builtin/holders/report-rows.ts

@@ -1,8 +1,9 @@
 import type { HeadlessPaneColumn } from "../../../types/plugin";
 import type { HolderData, ShareBasis } from "../../../types/financials";
-import { formatCompact, formatPercentRaw } from "../../../utils/format";
+import { formatCompact, MISSING_VALUE } from "../../../utils/format";
 import {
   displayDate,
+  formatChangePercent,
   formatMoneyCompact,
   formatPercentHeld,
   formatSignedCompact,
@@ -21,6 +22,7 @@ import {
   nonUsHolderCaveat,
   sharedReportDate,
 } from "./report-header";
+import { HOLDER_ROWS_MAX } from "./index-holders";
 import { buildRows, DEFAULT_SORT, sortRows } from "./table-model";
 import type { HolderColumnId, SortPreference } from "./types";
 
@@ -28,7 +30,8 @@ import type { HolderColumnId, SortPreference } from "./types";
  * A holder as `holders` and `fn HDS` report it; the keys are the JSON
  * contract. `value` is in `currency`, the values' own currency; the percents
  * are in percent (0.59 is 0.59% of the shares outstanding, 13.15 a 13.15%
- * change on the quarter). A figure the source did not give is null.
+ * change on the quarter, 108.6 a position that more than doubled), from the
+ * record's fractions. A figure the source did not give is null.
  */
 export interface HolderReportRow {
   name: string;
@@ -63,14 +66,14 @@ export const HOLDER_REPORT_COLUMNS: HeadlessPaneColumn[] = [
     key: "value",
     header: "Mkt value",
     align: "right",
-    format: (value) => num(value) == null ? "-" : formatCompact(num(value)!),
+    format: (value) => num(value) == null ? MISSING_VALUE : formatCompact(num(value)!),
     textFormat: (value, row) => formatMoneyCompact(num(value) ?? undefined, String(row.currency ?? "USD")),
   },
   {
     key: "shares",
     header: "Amount",
     align: "right",
-    format: (value) => num(value) == null ? "-" : formatCompact(num(value)!),
+    format: (value) => num(value) == null ? MISSING_VALUE : formatCompact(num(value)!),
   },
   {
     key: BASIS_COLUMN_KEY,
@@ -87,13 +90,13 @@ export const HOLDER_REPORT_COLUMNS: HeadlessPaneColumn[] = [
     key: "changePercent",
     header: "Chg%",
     align: "right",
-    format: (value) => num(value) == null ? "-" : formatPercentRaw(num(value)!),
+    format: (value) => formatChangePercent(num(value)),
   },
   {
     key: "percentHeld",
     header: "Held",
     align: "right",
-    format: (value) => num(value) == null ? "-" : `${num(value)!.toFixed(2)}%`,
+    format: (value) => num(value) == null ? MISSING_VALUE : `${num(value)!.toFixed(2)}%`,
     textFormat: (value) => formatPercentHeld(num(value)),
   },
   {
@@ -186,10 +189,13 @@ export function holderReportNotices({
   reported,
   total,
   sort = DEFAULT_SORT,
+  indexed = false,
 }: {
   data: HolderData;
   /** The symbol as asked for, which `fn 13F` takes. */
   requested: string;
+  /** The rows are the SEC 13F holder index's, largest first, not the source's short list. */
+  indexed?: boolean;
   shown: readonly HolderReportRow[];
   /** Holders on the list before a limit. */
   reported: number;
@@ -218,8 +224,14 @@ export function holderReportNotices({
     `Mkt value = ${valueBasis}.`,
     changeReported ? "" : `Change vs prior quarter: not reported by this source; see fn 13F ${requested}`,
   ].filter(Boolean).join(" ");
+  const cut = indexed
+    ? indexedListCut(requested, shown.length, total, sort)
+    // The source names only its largest holders, so a higher limit shows no more of them.
+    : shown.length > 0 && shown.length === reported && total != null && total > reported
+      ? `The source lists its ${reported} largest holders; fn 13F ${requested} lists all ${total.toLocaleString("en-US")}.`
+      : null;
   return {
-    notices: [header, basis, positionsBasis, holderShareBasisNote(data, shown), unvaluedHoldersNote(shown, sort)]
+    notices: [header, basis, cut, positionsBasis, holderShareBasisNote(data, shown), unvaluedHoldersNote(shown, sort)]
       .filter((line): line is string => !!line),
     valueBasis,
     positionsBasis,
@@ -227,6 +239,22 @@ export function holderReportNotices({
   };
 }
 
+/**
+ * What a cut index list leaves out: the rows are its largest holders, so
+ * another order ranks only those, and `--limit` or `fn 13F` shows the rest.
+ */
+function indexedListCut(requested: string, shown: number, total: number | null, sort: SortPreference): string | null {
+  if (shown === 0 || total == null || shown >= total) return null;
+  const within = sort.columnId === "value" || sort.columnId === "shares" ? "" : `Sorted among the ${shown} largest. `;
+  const all = total.toLocaleString("en-US");
+  const more = total <= HOLDER_ROWS_MAX
+    ? `--limit ${total} lists them all.`
+    : shown < HOLDER_ROWS_MAX
+      ? `--limit lists up to ${HOLDER_ROWS_MAX}; fn 13F ${requested} lists all ${all}.`
+      : `fn 13F ${requested} lists all ${all}.`;
+  return within + more;
+}
+
 /**
  * Holders the list gives no value for (a home line's position its filing
  * could not tie to a priced security) sort after every valued one, and a

package/src/plugins/builtin/holders/table-model.ts

@@ -23,7 +23,8 @@ export function nextViewMode(current: ViewMode): ViewMode {
 export function buildRows(data: HolderData | null): HolderRow[] {
   return (data?.holders ?? []).map((holder, index) => ({
     ...holder,
-    id: `${holder.ownerType}:${holder.name}:${holder.reportDate ?? ""}:${index}`,
+    // A filer's CIK names its row across pages; the source's rows have none.
+    id: holder.cik ? `cik:${holder.cik}` : `${holder.ownerType}:${holder.name}:${holder.reportDate ?? ""}:${index}`,
   }));
 }
 

package/src/plugins/builtin/holders/treemap.tsx

@@ -2,8 +2,8 @@ import { useMemo } from "react";
 import { MetricTreemapSurface, type MetricTreemapItem } from "../../../components/metric-treemap";
 import { formatCompact } from "../../../utils/format";
 import {
+  formatHolderChangePercent,
   formatHolderOwnershipLine,
-  formatMaybePercent,
   formatMoneyCompact,
 } from "./format";
 import type { HolderRow } from "./types";
@@ -22,7 +22,7 @@ export function HoldersTreemap({ rows, width, height, selectedId, onSelect, onAc
 }) {
   const items = useMemo<Array<MetricTreemapItem<HolderRow>>>(() => rows.map((row) => {
     const ownership = formatHolderOwnershipLine(row, marketCap);
-    const change = row.changePercent != null ? formatMaybePercent(row.changePercent) : "No change";
+    const change = row.changePercent != null ? formatHolderChangePercent(row.changePercent) : "No change";
     return {
       id: row.id,
       label: row.name,

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

@@ -459,7 +459,7 @@ export function createInsiderHeadless(
       if (!symbol || args.options.view === "insiders") {
         throw new Error(symbol
           ? `--name filters ${symbol}'s trades, not its insiders. Drop --view insiders or --name from shot.`
-          : `--name filters one company's trades: gloomberb shot INS <ticker> --name ${JSON.stringify(name)}`);
+          : `--name filters one company's trades: gloom shot INS <ticker> --name ${JSON.stringify(name)}`);
       }
       return { pluginState: { "ticker-research": { [`insider:nameFilter:${parsePublicTickerKey(symbol).symbol}`]: name } } };
     },

package/src/plugins/builtin/insider/signals-client.ts

@@ -60,7 +60,7 @@ function insiderSignalsParams(query: InsiderSignalsQuery, limit: number): CloudI
 export const insiderSignalsCache = createPluginCache<InsiderSignalsPayload>({
   kind: "insider-signals",
   source: "gloom-cloud",
-  // 2: sides, filters and structured signals (Linear: GLO-921).
+  // 2: sides, filters and structured signals.
   schemaVersion: 2,
   // Filings arrive through the day; the ranking moves with them, not with the market.
   policy: { staleMs: 5 * 60_000, expireMs: 2 * 86_400_000 },

package/src/plugins/builtin/insider/signals.tsx

@@ -95,7 +95,7 @@ export function InsiderSignalsView({ width, height, focused, renderCompany }: In
   const colors = useThemeColors();
   const { nativePaneChrome } = useUiCapabilities();
   const session = useResearchCloudSession();
-  // Each part of the query is its own pane state, so `gloomberb shot INS --side sell` and the CLI's options set them one by one.
+  // Each part of the query is its own pane state, so `gloom shot INS --side sell` and the CLI's options set them one by one.
   const [storedSide, setSide] = usePluginPaneState<InsiderSignalSide>("insider:signals:side", "buy");
   const [storedWindow, setWindow] = usePluginPaneState<number>("insider:signals:window", DEFAULT_INSIDER_SIGNAL_WINDOW);
   const [storedRole, setRole] = usePluginPaneState<InsiderSignalRoleGroup>("insider:signals:role", "all");

package/src/plugins/builtin/ipo-calendar/pane.tsx

@@ -19,7 +19,8 @@ import { priceColor, type ThemeColors } from "../../../theme/colors";
 import { useThemeColors } from "../../../theme/theme-context";
 import { TICKER_RESEARCH_PANE_ID } from "../../../types/config";
 import type { PaneProps } from "../../../types/plugin";
-import { Box, TextAttributes } from "../../../ui";
+import { Box, TextAttributes, useUiCapabilities } from "../../../ui";
+import { COUNTRY_FLAG_CELLS, withCountryFlag } from "../../../components/ui/country-flag";
 import { isPlainArrowUp, stopSearchFocusNavigation } from "../../../utils/search-focus-navigation";
 import { nextHeaderSort } from "../../../utils/sort-values";
 import { usePluginTickerActions } from "../../runtime";
@@ -95,7 +96,9 @@ export function IpoCalendarPane({ focused, width, height }: PaneProps) {
   // The cursor starts on the first deal, and moves there when its deal leaves the list.
   const selected = rows.find((deal) => deal.id === selectedId) ?? rows[0] ?? null;
   // Sized on the whole board, so switching tabs does not move the columns.
-  const marketWidth = useMemo(() => marketColumnWidth(deals), [deals]);
+  // The desktop and the web lead each venue with its country's flag.
+  const flagged = useUiCapabilities().nativePaneChrome === true;
+  const marketWidth = useMemo(() => marketColumnWidth(deals) + (flagged ? COUNTRY_FLAG_CELLS : 0), [deals, flagged]);
   const columns = useMemo(() => buildIpoColumns(width, marketWidth), [marketWidth, width]);
 
   const openDeal = useCallback((deal: IpoDeal) => {
@@ -155,7 +158,7 @@ export function IpoCalendarPane({ focused, width, height }: PaneProps) {
       case "company":
         return { text: deal.company, color: colors.text };
       case "market":
-        return { text: deal.venue || deal.mic, color: colors.textDim };
+        return withCountryFlag({ text: deal.venue || deal.mic, color: colors.textDim }, deal.country, flagged);
       case "date": {
         // A target date the venue has not set yet reads quieter than a set
         // one, and so does a book's closing day standing in for a listing
@@ -186,7 +189,7 @@ export function IpoCalendarPane({ focused, width, height }: PaneProps) {
         };
       }
     }
-  }, [colors, now]);
+  }, [colors, flagged, now]);
 
   if (!payload) {
     return (

package/src/plugins/builtin/iv-history/client.ts

@@ -87,6 +87,26 @@ export interface IvScreenRow {
   latest: IvReading | null;
   skew: { date: string; put25: number; call25: number; skew: number } | null;
 }
+/** Why a name IV history covers has no rank yet, by where its history stands. */
+const IV_COVERAGE_REASONS: Partial<Record<IvCoverageStatus, string>> = {
+  queued: "IV history queued, try again in a few minutes",
+  backfilling: "IV history still loading",
+  unavailable: "no options history",
+};
+
+/**
+ * Why a screened name has no IV rank, in words for the reader: the server's
+ * note for a history too short to rank, or where its history stands. Null when
+ * there is nothing true to add, as for a name demand coverage could not take
+ * (the row carries the server's queue wording as a warning): none of its
+ * history is being collected, so no reason and no promise of one later.
+ */
+export function ivRankReason(row: IvScreenRow | undefined): string | null {
+  if (!row) return "no IV history";
+  if (row.iv30?.rankNote) return row.iv30.rankNote;
+  if (row.warnings?.length) return null;
+  return IV_COVERAGE_REASONS[row.coverageStatus ?? row.status] ?? null;
+}
 export interface IvScreenPayload { version: 1; asOf: string; rows: IvScreenRow[] }
 export interface StoredSurfacePayload {
   version: 1;

package/src/plugins/builtin/iv-history/headless.ts

@@ -7,7 +7,7 @@ import { HV_WINDOWS, type HvWindow, type IvLookback, type IvStatRow, projectIvHi
 import { vcaUniverse } from "./universe";
 import { offsetText, releaseOffsetRows } from "./events";
 import { loadMacroReleases } from "../macro-day/client";
-import { MACRO_EVENT_KINDS, MACRO_EVENT_LABELS, MACRO_RELEASE_SOURCES, staleMacroReleasesNotice, type MacroEventKind, type MacroRelease,
+import { MACRO_EVENT_LABELS, MACRO_RELEASE_SOURCES, staleMacroReleasesNotice, US_MACRO_EVENT_KINDS, type MacroRelease, type UsMacroEventKind,
   type MacroReleaseList } from "../macro-day/releases";
 import { lookupScheduledDates } from "../alerts/scheduled";
 import { fetchCpiBoard } from "../cpi/client";
@@ -33,7 +33,7 @@ export const ivHistoryHeadless: HeadlessPaneDefinition<"bundle"> = {
   options: [
     { key: "lookback", type: "enum", values: [{ value: "1Y" }, { value: "2Y" }, { value: "ALL" }], defaultValue: "1Y", description: "Visible history" },
     { key: "hvWindow", type: "enum", values: HV_WINDOWS.map((window) => ({ value: String(window) })), defaultValue: "20", description: "Realized volatility window in sessions" },
-    { key: "event", type: "enum", aliases: ["release"], values: MACRO_EVENT_KINDS.map((value) => ({ value, ...value === "jobs" ? { aliases: ["nfp", "payrolls"] } : {} })),
+    { key: "event", type: "enum", aliases: ["release"], values: US_MACRO_EVENT_KINDS.map((value) => ({ value, ...value === "jobs" ? { aliases: ["nfp", "payrolls"] } : {} })),
       description: "One row per release of this kind whose session at --offset has closed (the next scheduled FOMC or CPI included), in place of the daily history",
       example: "--event fomc --offset -6", shot: { reportOnly: "lists the readings around past release days" } },
     { key: "offset", type: "integer", minimum: -60, maximum: 60, defaultValue: 0,
@@ -41,7 +41,7 @@ export const ivHistoryHeadless: HeadlessPaneDefinition<"bundle"> = {
       example: "--event cpi --offset -1", shot: { reportOnly: "picks the session read around each release" } },
   ],
   async load(args, ctx) {
-    const event = typeof args.options.event === "string" && args.options.event ? args.options.event as MacroEventKind : null;
+    const event = typeof args.options.event === "string" && args.options.event ? args.options.event as UsMacroEventKind : null;
     const offset = Number(args.options.offset) || 0;
     if (!event && offset !== 0) throw new Error("--offset counts sessions from a release day: add --event fomc, cpi or jobs.");
     const instrument = await resolveHeadlessInstrument(ctx, args.symbols[0]!);
@@ -215,7 +215,7 @@ export const ivScreenHeadless: HeadlessPaneDefinition<"bundle"> = {
  * from the CPI board's release calendar or the FOMC meetings WIRP prices, as
  * scheduled alerts read them. Payrolls have no schedule to read.
  */
-async function eventReleases(event: MacroEventKind, ctx: HeadlessPaneContext): Promise<{
+async function eventReleases(event: UsMacroEventKind, ctx: HeadlessPaneContext): Promise<{
   list: MacroReleaseList; upcoming: string | null; upcomingNote: string | null;
 }> {
   const label = MACRO_EVENT_LABELS[event];

package/src/plugins/builtin/iv-history/index.tsx

@@ -37,7 +37,7 @@ export const ivHistoryModule: PluginModule = {
     {
       id: "iv-screen-pane", paneId: "iv-screen", label: "Volatility Rich/Cheap",
       description: "IV rank, percentile, one-year IV, term slope, skew and IV/HV across a list, ranked rich to cheap.",
-      // Where a put seller finds rich premium; OSA owns the exact put-selling phrases and ranks first on them.
+      // Where a put seller finds rich premium; CSP and OSA own the exact put-selling phrases and rank first on them.
       keywords: ["vca", "rich", "cheap", "iv rank", "implied volatility", "screen", "cash-secured puts", "selling puts", "short-put candidates",
         "csp candidates", "wheel candidates"],
       shortcut: { prefix: "VCA", argKind: "ticker-list" as const, argOptional: true }, headless: ivScreenHeadless,

package/src/plugins/builtin/iv-history/model.ts

@@ -2,6 +2,16 @@ import type { PricePoint } from "../../../types/financials";
 import { rollingRealizedVolatility } from "../shared/volatility";
 import type { IvCoverageStatus, IvHistoryPayload, IvMethod, IvPoint, IvScreenRow, IvStats } from "./client";
 
+/**
+ * A history's warnings in words for the reader. A symbol demand coverage could
+ * not take (unavailable, with the server's queue wording as its warning) is
+ * said plainly instead: none of its history is being collected, so nothing is
+ * promised.
+ */
+export function ivHistoryWarnings(payload: Pick<IvHistoryPayload, "status" | "symbol" | "warnings">): string[] {
+  return payload.status === "unavailable" && payload.warnings.length ? [`No IV history for ${payload.symbol} yet.`] : [...payload.warnings];
+}
+
 export const HV_WINDOWS = [20, 30] as const;
 export type HvWindow = (typeof HV_WINDOWS)[number];
 export type IvLookback = "1Y" | "2Y" | "ALL";
@@ -159,7 +169,7 @@ export function projectIvHistory(
 ): IvHistoryModel {
   const lookback = options.lookback ?? "1Y";
   const window = options.hvWindow ?? 20;
-  const warnings = [...payload.warnings];
+  const warnings = ivHistoryWarnings(payload);
   const tradeIv30 = byMethod(payload.series, "trade-close", "iv30");
   const latestDate = [payload.latest?.date, tradeIv30.at(-1) && day(tradeIv30.at(-1)!.date)].filter((value): value is string => !!value).sort().at(-1) ?? null;
   const start = latestDate ? lookbackStart(latestDate, lookback) : null;
@@ -358,9 +368,8 @@ export function screenCoverage(
     notes.push(`Backfilling: ${backfilling.map((row) => row.backfilledThrough ? `${row.symbol} through ${row.backfilledThrough}` : row.symbol).join(", ")}.`);
   }
   if (final.length) notes.push(`No options history: ${final.map((row) => row.symbol).join(", ")}.`);
-  const reasons = new Map<string, string[]>();
-  for (const row of uncovered) reasons.set(row.warning!, [...(reasons.get(row.warning!) ?? []), row.symbol]);
-  for (const [reason, symbols] of reasons) notes.push(`Not queued: ${symbols.join(", ")}. ${reason}`);
+  // The server's queue wording (why demand coverage could not take them) is not repeated: none of their history is being collected, so nothing is promised.
+  if (uncovered.length) notes.push(`No IV history yet: ${uncovered.map((row) => row.symbol).join(", ")}.`);
   const pending = [...queued, ...backfilling, ...uncovered];
   return { notes, pending: pending.map((row) => row.symbol),
     missing: pending.filter((row) => row.iv30 == null && row.date == null).map((row) => row.symbol) };

package/src/plugins/builtin/iv-history/series.ts

@@ -1,5 +1,6 @@
 import type { SeriesDefinition } from "../../../series/types";
 import { loadIvHistory, type IvPoint } from "./client";
+import { ivHistoryWarnings } from "./model";
 
 const TENORS: ReadonlyArray<readonly [key: "iv30" | "iv90" | "iv365", label: string]> = [
   ["iv30", "30-day"],
@@ -18,12 +19,13 @@ export const IV_SERIES: readonly SeriesDefinition[] = TENORS.map(([key, label]):
   input: "ticker",
   load: async ({ ticker, signal }) => {
     const payload = await loadIvHistory(ticker!, { ...(signal ? { signal } : {}) });
+    const warnings = ivHistoryWarnings(payload);
     return {
       points: payload.series.map((point: IvPoint) => ({
         date: point.sessionDate,
         value: point[key] == null ? null : point[key]! * 100,
       })),
-      ...(payload.warnings.length ? { warning: payload.warnings.join("; ") } : {}),
+      ...(warnings.length ? { warning: warnings.join("; ") } : {}),
     };
   },
 }));

package/src/plugins/builtin/jobs/lock-note.ts

@@ -5,7 +5,7 @@ import { proLockNote, type FreeRoute } from "../shared/pro-lock-note";
 
 /** HIRE's preview, for a company whose careers system it reads: Coffee Holding (JVA) is mapped but uncovered. */
 const HIRE_ROUTE: FreeRoute = {
-  text: (ticker, company) => `gloomberb fn HIRE ${ticker} previews ${company}'s hiring with its latest roles, without the full history.`,
+  text: (ticker, company) => `gloom fn HIRE ${ticker} previews ${company}'s hiring with its latest roles, without the full history.`,
   answers: async (symbol, context) => {
     const data = await fetchAttention("hiring", symbol, { limit: 1 }, context.apiClient, context.signal) as HiringPayload;
     return data.evidence.length + data.series.length + data.functions.length > 0;

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

@@ -9,6 +9,9 @@ import type {
 } from "../../../api-client/types";
 import { formatCompact, formatNumber } from "../../../utils/format";
 import { compareSortValues } from "../../../utils/sort-values";
+import { formatSalaryRange, postingTitle } from "../shared/job-posting";
+
+export { formatSalaryRange };
 
 /**
  * Pure projections from the cloud payload to what the pane, the research tab
@@ -110,20 +113,6 @@ export function formatShare(share: number): string {
   return `${formatNumber(share * 100, share >= 0.1 ? 0 : 1)}%`;
 }
 
-export function formatSalaryRange(
-  min: number | null,
-  max: number | null,
-  currency: string | null,
-  period: string | null,
-): string {
-  if (min == null && max == null) return "";
-  const symbol = currency === "USD" ? "$" : currency === "EUR" ? "€" : currency === "GBP" ? "£" : currency ? `${currency} ` : "";
-  const fmt = (value: number) => (period === "hour" ? formatNumber(value, 0) : formatCompact(value));
-  const range = min != null && max != null && min !== max
-    ? `${symbol}${fmt(min)}–${fmt(max)}`
-    : `${symbol}${fmt((min ?? max)!)}`;
-  return period === "hour" ? `${range}/h` : period === "month" ? `${range}/mo` : range;
-}
 
 /** "3d", "6w", "4mo" from an ISO date, with a `+` when the date is a floor. */
 export function formatAge(posted: string | null, precision: string | null, now = new Date()): string {
@@ -162,7 +151,7 @@ export function buildPostingRows(postings: readonly CloudJobsPosting[], now = ne
   return postings.map((posting) => ({
     key: String(posting.id),
     posting,
-    title: posting.title,
+    title: postingTitle(posting.title),
     function: functionLabel(posting.function),
     seniority: seniorityLabel(posting.seniority),
     location: posting.remote && !/remote/i.test(posting.location ?? "")