gloomberb 0.18.3 → 0.18.5

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

@@ -23,7 +23,7 @@ export const catalystsModule: PluginModule = {
       instruments: ["equity", "fund"], tableExport: true, headless: litigationHeadless },
   ],
   paneTemplates: [
-    { id: "catalysts-pane", paneId: "catalysts", label: "Catalysts", description: "Pro regulatory, clinical, legal and trade-policy calendar with source evidence and revision history.", keywords: ["catalysts", "calendar", "FDA", "clinical", "regulatory", "deadlines", "antitrust", "sanctions"],
+    { id: "catalysts-pane", paneId: "catalysts", label: "Catalysts", description: "Pro regulatory, clinical, legal and trade-policy calendar with source evidence and revision history.", keywords: ["catalysts", "calendar", "FDA", "clinical", "regulatory", "deadlines", "antitrust", "sanctions", "PDUFA", "FDA decision", "approval", "approvals"],
       shortcut: { prefix: "CATL", argKind: "ticker", argPlaceholder: "ticker", argOptional: true, openWithoutArg: true }, headless: catalystsHeadless,
       createInstance: (_context, options) => { const symbol = (options?.symbol ?? options?.arg ?? "").trim().toUpperCase(); const event = options?.values?.event; const open = event && /^[a-zA-Z0-9:_-]{1,160}$/.test(event) ? event : undefined; return { title: symbol ? `CATL ${symbol}` : "Catalysts", placement: "floating", ...(symbol ? { binding: { kind: "fixed" as const, symbol } } : {}), settings: { symbol, ...(open ? { open } : {}) } }; } },
     { ...createTickerSurfacePaneTemplate({ id: "litigation-pane", paneId: "litigation", label: "Litigation", description: "Pro company litigation, enforcement and antitrust dockets with dated source evidence.", keywords: ["litigation", "legal", "docket", "court", "enforcement", "antitrust"], shortcut: "LITI" }), headless: litigationHeadless },

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

@@ -1,5 +1,5 @@
 import type { CatalystEvent, CatalystFilters, CatalystResponse, CatalystType } from "../../../api-client/catalysts";
-import type { DataTableColumn } from "../../../components";
+import type { DataTableColumn, TableSection } from "../../../components";
 import { publicTickerKey } from "../../../utils/exchanges";
 import { humanLabel, type StateTone } from "../shared/research-cells";
 
@@ -13,8 +13,17 @@ export const catalystSymbol = (event: CatalystEvent): string | null => {
   return party?.ticker ? publicTickerKey(party.ticker, party.exchange ?? undefined) : null;
 };
 export const catalystTickers = (event: CatalystEvent) => [...new Set(event.parties.filter((p) => p.ticker).map((p) => publicTickerKey(p.ticker!, p.exchange ?? undefined)))].join(", ");
+/**
+ * A source named the event but withheld its date (a company's PDUFA target
+ * without the day). The filing's date is when it was said, so the row has no
+ * date of its own; only the announcement and observation dates stand.
+ */
+export const catalystDateWithheld = (event: Pick<CatalystEvent, "metadata">, field: CatalystFilters["dateField"] = "any") =>
+  event.metadata?.dateWithheld === true && field !== "announced" && field !== "observed";
+export const CATALYST_DATE_WITHHELD = "Date not disclosed";
 export const catalystDate = (event: CatalystEvent, field: CatalystFilters["dateField"] = "any"): string => {
   if (field === "observed") return event.observedAt.slice(0, 16).replace("T", " ");
+  if (catalystDateWithheld(event, field)) return "--";
   const key = field === "announced" || field === "effective" || field === "deadline" ? field
     : event.deadlineDate ? "deadline" : event.effectiveDate ? "effective" : "announced";
   const value = event[`${key}Date`];
@@ -35,15 +44,22 @@ function fitColumns(columns: FitColumn[], width: number): DataTableColumn[] {
   let kept = columns;
   const drop = (id: string) => { if (tableNeed(kept) > width) kept = kept.filter((column) => column.id !== id); };
   for (const id of ["country", "agency", "type"]) drop(id);
+  // A long date basis gives up only the cells the table lacks before every column shrinks.
+  const over = tableNeed(kept) - width;
+  if (over > 0) kept = kept.map((column) => column.id === "basis" ? { ...column, width: Math.max(column.min ?? column.width, column.width - over) } : column);
   if (tableNeed(kept) > width) kept = kept.map((column) => ({ ...column, width: column.min ?? column.width }));
   for (const id of ["basis", "parties"]) drop(id);
   return kept.map(({ min: _min, ...column }) => column);
 }
 
-export function catalystColumns(width: number, changes: boolean, litigation: boolean): DataTableColumn[] {
+/** The date basis column as wide as its longest label on screen ("Primary completion (actual)"), never narrower than its heading. */
+export const catalystBasisWidth = (events: readonly CatalystEvent[], field: CatalystFilters["dateField"]) =>
+  Math.min(27, events.reduce((widest, event) => Math.max(widest, catalystDateBasis(event, field).length), 10));
+
+export function catalystColumns(width: number, changes: boolean, litigation: boolean, basisWidth = 10): DataTableColumn[] {
   return fitColumns([
     { id: "date", label: changes ? "Observed (UTC)" : "Date", width: changes ? 16 : 10, align: "left" },
-    ...(!changes ? [{ id: "basis", label: "Date basis", width: 10, align: "left" as const }] : []),
+    ...(!changes ? [{ id: "basis", label: "Date basis", width: basisWidth, min: 10, align: "left" as const }] : []),
     ...(!litigation ? [{ id: "ticker", label: "Ticker", width: width < 110 ? 12 : 14, min: 10, align: "left" as const }] : []),
     // The entity the event is about, which the title alone buries.
     { id: "parties", label: "Parties", width: Math.max(16, Math.min(28, Math.round(width * 0.16))), min: 14, align: "left" },
@@ -106,11 +122,12 @@ export function catalystStatusTone(status: string): StateTone {
   return STATUS_TONES.find(([pattern]) => pattern.test(text))?.[1] ?? "text";
 }
 
-/** Event types: the adverse ones amber, the binary decisions in the accent, routine rulemaking quiet. */
+/** Event types: the adverse ones amber, the binary decisions in the accent, routine rulemaking quiet, a company's own dates plain. */
 const TYPE_TONES: Record<CatalystType, StateTone> = {
   litigation: "warning", antitrust: "warning", recall: "warning", sanctions: "warning", export_control: "warning", tariff: "warning",
   pdufa: "accent", advisory: "accent", approval: "accent", clinical: "text",
   regulatory: "muted", rulemaking: "muted",
+  results: "text", shareholder_meeting: "text", merger_vote: "text", deal_closing: "text", investor_day: "text",
 };
 export const catalystTypeTone = (type: CatalystType): StateTone => TYPE_TONES[type] ?? "text";
 function changeValue(value: unknown): string {
@@ -151,9 +168,30 @@ export function catalystChangeText(change: CatalystEvent["changes"][number]): st
   return `${field}: ${changeValue(change.before)} → ${changeValue(change.after)}`;
 }
 const MONTHS = ["January", "February", "March", "April", "May", "June", "July", "August", "September", "October", "November", "December"];
+/**
+ * Rows under their section headings in the order the server sends them:
+ * upcoming dates first, then past ones. A heading starts wherever the label
+ * changes, so a month today falls in heads its upcoming days and again its
+ * past days, after the later months, never pulling a past day ahead of them.
+ */
+export function catalystSections(rows: readonly CatalystEvent[], field: CatalystFilters["dateField"], changes: boolean): TableSection<CatalystEvent>[] {
+  const sections: TableSection<CatalystEvent>[] = [];
+  const seen = new Map<string, number>();
+  for (const event of rows) {
+    const label = catalystSection(event, field, changes);
+    const last = sections.at(-1);
+    if (last?.label === label) { last.items.push(event); continue; }
+    const repeat = seen.get(label) ?? 0;
+    seen.set(label, repeat + 1);
+    sections.push({ label, key: repeat ? `${label}:${repeat}` : label, items: [event] });
+  }
+  return sections;
+}
+
 /** The calendar groups by the month of the date it shows; the change feed by the day a change was observed. */
 export function catalystSection(event: CatalystEvent, field: CatalystFilters["dateField"], changes: boolean): string {
   if (changes) return event.observedAt.slice(0, 10);
+  if (catalystDateWithheld(event, field)) return CATALYST_DATE_WITHHELD;
   const date = catalystDate(event, field);
   if (date === "--") return "Undated";
   return /^\d{4}-\d{2}/.test(date) ? `${MONTHS[Number(date.slice(5, 7)) - 1]} ${date.slice(0, 4)}` : date;
@@ -206,10 +244,18 @@ export function catalystEmptyTitle(data: Pick<CatalystResponse, "coverage"> | nu
   return `No cases linked to ${query.symbol}.${courts.length ? ` ${courts.join(" and ")} are not collected yet, so only agency and regulator actions show.` : ""}`;
 }
 
+/** "Primary completion (est.)" or "(actual)", as the registry types the date; never a bare "Completion". */
+function primaryCompletionLabel(event: Pick<CatalystEvent, "metadata">): string {
+  const completion = event.metadata?.primaryCompletion;
+  const type = completion && typeof completion === "object" && "type" in completion ? String(completion.type).toUpperCase() : "";
+  return type === "ESTIMATED" ? "Primary completion (est.)" : type === "ACTUAL" ? "Primary completion (actual)" : "Primary completion";
+}
+
 export function catalystDateBasis(event: CatalystEvent, field: CatalystFilters["dateField"] = "any"): string {
+  if (catalystDateWithheld(event, field)) return CATALYST_DATE_WITHHELD;
   const basis = field === "any" || !field ? event.deadlineDate ? "deadline" : event.effectiveDate ? "effective" : event.announcedDate ? "announced" : "undated" : field;
   const meaning = String(event.metadata?.[`${basis}Meaning`] ?? event.metadata?.[`${basis}DateMeaning`] ?? "");
-  if (/primary completion/i.test(meaning)) return "Completion";
+  if (/primary completion/i.test(meaning)) return primaryCompletionLabel(event);
   if (/comment/i.test(meaning)) return "Comments";
   if (/meeting/i.test(meaning)) return "Meeting";
   return catalystLabel(basis);

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

@@ -12,6 +12,7 @@ import { usePaneTickerIdentity } from "../../../state/hooks/pane-ticker";
 import { useThemeColors } from "../../../theme/theme-context";
 import type { PaneProps } from "../../../types/plugin";
 import { Box, Text, useUiCapabilities, type ScrollBoxRenderable } from "../../../ui";
+import { withCountryFlag } from "../../../components/ui/country-flag";
 import { SignInWall } from "../cloud/auth-actions";
 import { CLOUD_PLAN_KEY, useCloudUpgradeAction } from "../shared/cloud-upgrade";
 import { useOpenDescription } from "../shared/open-description";
@@ -20,7 +21,7 @@ import { listingCell, toneColor } from "../shared/research-cells";
 import { isCloudSessionRequired, useResearchCloudSession } from "../shared/research-cloud-session";
 import { loadCatalystDetail, loadCatalysts, validateCatalysts } from "./client";
 import { CatalystEventDetail } from "./detail";
-import { catalystAgency, catalystCell, catalystColumns, catalystEmptyTitle, catalystLabel, catalystQuery, catalystSection, catalystStatusTone, catalystSymbol, catalystTab, catalystTypeTone, CATALYST_TABS } from "./model";
+import { catalystAgency, catalystBasisWidth, catalystCell, catalystColumns, catalystEmptyTitle, catalystLabel, catalystQuery, catalystSections, catalystStatusTone, catalystSymbol, catalystTab, catalystTypeTone, CATALYST_TABS } from "./model";
 
 type Row = SectionedRow<CatalystEvent> | { kind: "locked"; key: string };
 const rowKey = (row: Row) => row.key;
@@ -81,12 +82,7 @@ export function CatalystView({ width, height, focused, symbol, litigation = fals
   const lockedRows = Math.min(3, data?.access?.lockedRows ?? 0);
   // Grouped by month on the calendar and by day in the change feed, in the order the server sends them.
   const items = useMemo<Row[]>(() => {
-    const groups = new Map<string, CatalystEvent[]>();
-    for (const event of rows) {
-      const label = catalystSection(event, query.dateField, tab === "changes");
-      groups.set(label, [...(groups.get(label) ?? []), event]);
-    }
-    return [...buildSectionedRows([...groups].map(([label, events]) => ({ label, items: events })), (event) => event.id),
+    return [...buildSectionedRows(catalystSections(rows, query.dateField, tab === "changes"), (event) => event.id),
       ...Array.from({ length: lockedRows }, (_, index): Row => ({ kind: "locked", key: `locked:${index}` }))];
   }, [rows, query.dateField, tab, lockedRows]);
   const listedOpen = rows.find((event) => event.id === openId) ?? null;
@@ -124,7 +120,7 @@ export function CatalystView({ width, height, focused, symbol, litigation = fals
     ...(tab === "calendar" ? [{ id: "upcoming", kind: "toggle" as const, label: "Upcoming", value: filters.upcoming === true, onChange: (value: boolean) => changeFilter("upcoming", value) },
       { id: "date", label: "Date", value: String(filters.dateField ?? "any"), options: [{ value: "any", label: "Any date" }, { value: "announced", label: "Announced" }, { value: "effective", label: "Effective" }, { value: "deadline", label: "Deadlines" }], onChange: (value: string) => changeFilter("dateField", value) }] : []),
   ]} />;
-  const columns = catalystColumns(width, tab === "changes", litigation);
+  const columns = catalystColumns(width, tab === "changes", litigation, catalystBasisWidth(rows, query.dateField));
   const renderCell = (row: Row, column: (typeof columns)[number], _index: number, state: { selected: boolean }): DataTableCell => {
     if (row.kind === "locked") {
       if (!desktop && column.id === "title" && row.key === "locked:0") return { text: "Upgrade for every catalyst and its history", content: <UpgradeLabel text="Upgrade for every catalyst and its history" onPress={openUpgrade} role="catalysts-upgrade" />, onMouseDown: openUpgrade };
@@ -141,6 +137,8 @@ export function CatalystView({ width, height, focused, symbol, litigation = fals
     }
     if (column.id === "parties") return { text, color: text === "--" ? colors.textMuted : colors.textBright };
     if (column.id === "type") return { text, color: toneColor(catalystTypeTone(event.type), colors) };
+    // The column has room for the flag beside a code.
+    if (column.id === "country") return withCountryFlag({ text, color: colors.textDim }, text, desktop);
     if (column.id === "status") return { text, color: tab === "changes" ? colors.text : toneColor(catalystStatusTone(event.status), colors) };
     return { text, color: column.id === "title" || column.id === "date" ? colors.text : colors.textDim };
   };

package/src/plugins/builtin/central-bank-rates/client.ts

@@ -49,6 +49,11 @@ export function validateCentralBankRates(payload: CentralBankRatesPayload): Cent
     if (row.nextMeeting && row.nextMeeting.kind !== undefined && row.nextMeeting.kind !== "decision" && row.nextMeeting.kind !== "fixing") delete row.nextMeeting.kind;
     if (row.nextMeetingStatus !== undefined && !["scheduled", "not-published", "not-verified", "no-policy-rate"].includes(row.nextMeetingStatus)) delete row.nextMeetingStatus;
     if (row.seriesNotes !== undefined && !strings(row.seriesNotes)) delete row.seriesNotes;
+    // A decision date is a citation: one that is not a real day on or before the change it is for, from an https page, is left out.
+    const decision = row.lastDecision;
+    if (decision !== undefined && decision !== null && (typeof decision !== "object" || decision.date == null || !dateOrNull(decision.date)
+      || row.lastChangeDate == null || decision.date > row.lastChangeDate || decision.sourceUrl == null || !urlOrNull(decision.sourceUrl)
+      || !Number.isFinite(Date.parse(decision.verifiedAt)) || decision.kind !== undefined && decision.kind !== "decision" && decision.kind !== "fixing")) delete row.lastDecision;
   }
   return payload;
 }

package/src/plugins/builtin/central-bank-rates/headless.ts

@@ -1,10 +1,17 @@
 import type { HeadlessPaneColumn, HeadlessPaneDefinition } from "../../../types/plugin";
+import { CENTRAL_BANKS, centralBankNames } from "../../../utils/central-banks";
 import { fetchCentralBankRates } from "./client";
-import { hasNoPolicyRate, policyExportRow, policyNextMeetingText, policyNotices } from "./model";
+import {
+  hasNoPolicyRate, policyExportRow, policyLastDecisionText, policyNextMeetingText, policyNotices, policyRate, policyUnlistedNote,
+} from "./model";
 
-/** The citation block every export row carries, headed as a journalist's spreadsheet names it. */
+/**
+ * The citation block every export row carries, headed as a journalist's
+ * spreadsheet names it. `source` and `as_of` are the row's own, so the
+ * export's fixed columns of the same names are not added again.
+ */
 const CITATION_FIELDS = [
-  "central_bank", "source", "series_id", "source_url", "as_of",
+  "central_bank", "source", "series_id", "source_url", "as_of", "last_decision",
   "next_meeting", "next_meeting_kind", "next_meeting_source_url", "next_meeting_verified_at", "citation",
 ];
 
@@ -16,8 +23,22 @@ const BOARD_COLUMNS: HeadlessPaneColumn[] = [
   { key: "asOf", header: "As of", shrink: false }, { key: "status", header: "Status", stackPriority: 2 }, { key: "instrument", header: "Instrument", stackPriority: 3 },
 ];
 
+const percentCell = (value: unknown) => policyRate(typeof value === "number" ? value : null);
+
+/**
+ * The board's columns as CSV and NDJSON write them: the rate as a number (a
+ * target range's midpoint, which the board ranks and charts) with the range's
+ * bounds beside it, where the text draws "3.75-4.00%".
+ */
+const EXPORT_BOARD_COLUMNS: HeadlessPaneColumn[] = BOARD_COLUMNS.flatMap((column): HeadlessPaneColumn[] => column.key !== "valueText" ? [column] : [
+  { key: "value", header: "Rate", align: "right", format: percentCell },
+  { key: "rangeLower", header: "Range lower", align: "right", format: percentCell },
+  { key: "rangeUpper", header: "Range upper", align: "right", format: percentCell },
+]);
+
 export const centralBankRatesHeadless: HeadlessPaneDefinition<"bundle"> = {
-  discovery: { aliases: ["CBR", "CBRT"], dataRequirements: ["Gloom Cloud central-bank-rates endpoint"],
+  // A bank's name or short form typed as a function (`fn ECB`, `fn BOJ`) points here, unless a function owns the word (FOMC is WIRP).
+  discovery: { aliases: ["CBR", "CBRT"], suggestFor: CENTRAL_BANKS.flatMap(centralBankNames), dataRequirements: ["Gloom Cloud central-bank-rates endpoint"],
     limitations: ["Published policy observations with individual dates.", "Policy instruments differ.",
       "Next meetings come from each bank's published calendar; SAMA publishes none, and China's date is the monthly LPR fixing."] },
   shape: "bundle",
@@ -33,19 +54,24 @@ export const centralBankRatesHeadless: HeadlessPaneDefinition<"bundle"> = {
     // A row says "stale" in its status, not in a `stale` flag: hand the report its rows' staleness so its status line and a capture count them.
     const observations = data.rows.filter((row) => row.status !== "unavailable")
       .map((row) => ({ asOf: row.asOf, stale: row.status === "stale" }));
-    const exported = data.rows.map(policyExportRow);
+    // Members with no policy rate stay off the board, as the pane keeps them, so every output counts the same rows; a note says why.
+    const listed = data.rows.filter((row) => !hasNoPolicyRate(row));
+    const exported = listed.map(policyExportRow);
     // A caveat on most rows ("Change date is the first observed new level...") is said once for the report.
     const shared = [...new Set(exported.flatMap((row) => row.notes))]
       .filter((note) => exported.filter((row) => row.notes.includes(note)).length > 1);
     const rows = exported.map((row) => ({ ...row, notes: row.notes.filter((note) => !shared.includes(note)) }));
-    return { complete, freshness: { observations }, ...(shared.length ? { notes: shared } : {}), sections: [{ title: "Policy rates",
-      columns: [...BOARD_COLUMNS, ...CITATION_FIELDS.map((key): HeadlessPaneColumn => ({ key, header: key, literalHeader: true }))],
+    const notes = [...shared, ...data.rows.filter(hasNoPolicyRate).map(policyUnlistedNote)];
+    return { complete, freshness: { observations }, ...(notes.length ? { notes } : {}), sections: [{ title: "Policy rates",
+      columns: [...EXPORT_BOARD_COLUMNS, ...CITATION_FIELDS.map((key): HeadlessPaneColumn => ({ key, header: key, literalHeader: true })),
+        { key: "notes", header: "notes", literalHeader: true, format: (value) => Array.isArray(value) ? value.join(" ") : "" }],
       rows,
-      // The text keeps the board's table; each row's bank, next meeting and citation go under it.
+      // The text keeps the board's table; each row's bank, last and next decision, citation and own caveats go under it.
       textColumns: [...BOARD_COLUMNS, { key: "detail", header: "Detail", underRow: true }],
       textRows: rows.map((row, index) => {
-        const source = data.rows[index]!;
-        return { ...row, detail: `${row.central_bank ?? "No central bank"} · ${policyNextMeetingText(source)}\n${row.citation}` };
+        const source = listed[index]!;
+        const detail = [`${row.central_bank ?? "No central bank"} · ${policyLastDecisionText(source)}${policyNextMeetingText(source)}`, row.citation];
+        return { ...row, detail: [...detail, ...(row.notes.length ? [row.notes.join(" ")] : [])].join("\n") };
       }),
     }], errors, unavailableSymbols: data.rows.filter((row) => row.status === "unavailable" && !hasNoPolicyRate(row)).map((row) => row.id),
     // A year of daily history per row is most of the payload, so JSON carries it only on request.

package/src/plugins/builtin/central-bank-rates/model.ts

@@ -20,7 +20,9 @@ export function policyHistory(row: CentralBankRow) {
 }
 export interface PolicyBoardRow extends MarketBoardRow { observation: CentralBankRow }
 export function policyBoardRow(row: CentralBankRow): PolicyBoardRow {
-  return { id: row.id, label: row.label, labelDetail: row.instrument, value: row.value, valueText: policyLevel(row),
+  // One country's bank leads with its flag; the euro area's with the EU's.
+  const country = row.countryCodes.length === 1 ? row.countryCodes[0]! : row.label;
+  return { id: row.id, label: row.label, labelDetail: row.instrument, country, value: row.value, valueText: policyLevel(row),
     change: row.changeBps, changeText: policyChange(row), changeAsOf: row.lastChangeDate,
     percentile: row.percentile.value, asOf: row.asOf, status: row.status, observation: row,
     history: policyHistory(row).flatMap((point) => point.value == null ? [] : [{ date: new Date(point.date), close: point.value }]) };
@@ -97,27 +99,50 @@ export function policyNextMeetingText(row: CentralBankRow): string {
 }
 
 /**
- * What an export says about one row, history aside: the board's figures and
- * a citation block, `central_bank` to `citation`, named as CSV heads them.
- * Notes keep the caveats on the latest rate; the BIS series definition goes
- * with the history (`--history`).
+ * `last decision 2026-09-18 · ` (or `last LPR fixing`) before the next
+ * meeting on a row's detail line; nothing when the server gives no date.
+ */
+export function policyLastDecisionText(row: CentralBankRow): string {
+  const decision = row.lastDecision;
+  if (!decision) return "";
+  return `last ${decision.kind === "fixing" ? "LPR fixing" : "decision"} ${decision.date} · `;
+}
+
+/**
+ * What an export says about one row, history aside: the board's figures, a
+ * target range's bounds as numbers (`rangeLower`, `rangeUpper`; the rate is
+ * its midpoint) and a citation block, `central_bank` to `citation`, named as
+ * CSV heads them. `last_decision` is the bank's latest kept decision on or
+ * before the observed change. Notes keep the caveats on the latest rate; the
+ * BIS series definition goes with the history (`--history`).
  */
 export function policyExportRow(row: CentralBankRow) {
   const board = policyBoardRow({ ...row, history: [] });
   const meeting = policyNextMeeting(row);
   return {
     id: row.id, label: row.label, instrument: row.instrument, central_bank: row.centralBank,
-    value: row.value, unit: row.unit, range: row.range, valueText: board.valueText,
-    changeBps: row.changeBps, changeText: board.changeText, lastChangeDate: row.lastChangeDate,
+    value: row.value, unit: row.unit, range: row.range, rangeLower: row.range?.lower ?? null, rangeUpper: row.range?.upper ?? null,
+    valueText: board.valueText, changeBps: row.changeBps, changeText: board.changeText, lastChangeDate: row.lastChangeDate,
     previousValue: row.previousValue, percentileValue: row.percentile.value,
     asOf: row.asOf, lagDays: row.lagDays, status: row.status, unavailableReason: row.unavailableReason,
     source: policySource(row), series_id: row.sourceSeriesIds.join(", ") || null, source_url: policySeriesUrls(row).join(" ") || null,
-    as_of: row.asOf, next_meeting: meeting.text, next_meeting_kind: meeting.kind,
+    as_of: row.asOf, last_decision: row.lastDecision?.date ?? null, next_meeting: meeting.text, next_meeting_kind: meeting.kind,
     next_meeting_source_url: meeting.sourceUrl, next_meeting_verified_at: meeting.verifiedAt,
     citation: policyCitation(row), notes: row.notes.filter((note) => !row.seriesNotes?.includes(note)),
   };
 }
 
+/**
+ * Why a member with no policy rate is left off the board and its exports:
+ * `Argentina is not listed: no adopted policy rate (BIS series D.AR, https://...).`
+ */
+export function policyUnlistedNote(row: CentralBankRow): string {
+  const source = policySource(row);
+  const urls = policySeriesUrls(row);
+  const series = source && row.sourceSeriesIds.length > 0 ? `${source} series ${row.sourceSeriesIds.join(" and ")}${urls.length ? `, ${urls.join(" ")}` : ""}` : null;
+  return `${row.label} is not listed: ${row.instrument.toLowerCase()}${series ? ` (${series})` : ""}.`;
+}
+
 /** Who a chart of the row's series cites: `FRED series ECBDFR`, published by the European Central Bank. */
 export function policySeriesAttribution(row: CentralBankRow): { source: string; publisher?: string } | null {
   const source = policySource(row);

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

@@ -286,6 +286,7 @@ export const changelogModule: PluginModule = {
       name: "Changelog",
       icon: "L",
       component: ChangelogPane,
+      reportFreshness: { status: "not-a-feed", basis: "release notes" },
       defaultPosition: "right",
       defaultMode: "floating",
       defaultFloatingSize: { width: 100, height: 32 },

package/src/plugins/builtin/chart-composer/catalog-inventory.ts

@@ -6,6 +6,7 @@ import {
 import type { SeriesCatalogEntry, SeriesFrequency, SeriesInput, SeriesPlacement } from "../../../series/types";
 import { parseOptionSymbol } from "../../../utils/options";
 import type { SeriesCatalogInstrument } from "./series-catalog";
+import { macroReleaseTopic } from "../shared/macro-releases";
 
 export const CHART_COMPOSER_TEMPLATE_ID = "chart-composer-pane";
 export const DATA_CATALOG_PANE_ID = "data-catalog";
@@ -59,6 +60,7 @@ const GROUP_ORDER = [
   "Inflation",
   "FX",
   "Energy",
+  "Commodities",
   "Volatility",
   "Sentiment",
   "Positioning",
@@ -357,6 +359,7 @@ export function catalogEmptyCopy(
 ): { title: string; hint?: string } {
   if (loading) return { title: "Loading catalog…" };
   const query = searchQuery.trim();
-  if (query) return { title: `No series matching "${query}"`, hint: "Press / to search." };
+  // A PMI or a nowcast is a calendar release, not a series: say where it is rather than search again.
+  if (query) return { title: `No series matching "${query}"`, hint: macroReleaseTopic(query)?.paneHint ?? "Press / to search." };
   return { title: "No series", hint: "Press / to search." };
 }

package/src/plugins/builtin/chart-composer/chart-spec-edit.ts

@@ -210,7 +210,7 @@ function effectiveSeriesUnitGroup(series: ChartSeriesSpec): string {
       : getTimeSeriesField(series.source.fieldId)?.unitGroup ?? series.source.fieldId;
 }
 
-function nextGeneratedPanelId(
+export function nextGeneratedPanelId(
   spec: Pick<ChartSpec, "panels" | "series" | "studies">,
   prefix = "panel",
 ): string {
@@ -416,6 +416,7 @@ export function panelsForSeries(series: readonly ChartSeriesSpec[], studies: rea
     ...(id === "rsi" || id === "macd" || id === "atr" ? { label: id.toUpperCase(), height: 0.28 } : {}),
     ...(id === "formula" ? { label: "Formula", height: 0.3 } : {}),
     ...(id === "correlation" ? { label: "Correlation", height: 0.3 } : {}),
+    ...(id === "decay" ? { label: "Decay", height: 0.3 } : {}),
     ...(id === "realized-vol" ? { label: "Realized Volatility", height: 0.3 } : {}),
     ...(/^panel-\d+$/.test(id) ? { label: `Panel ${id.slice("panel-".length)}`, height: 0.35 } : {}),
   }));
@@ -495,7 +496,7 @@ export function reconcilePanels(
 ): ChartPanelSpec[] {
   const defaults = panelsForSeries(series, studies);
   const requiredIds = new Set(defaults.map((panel) => panel.id));
-  const managedStudyPanelIds = new Set(["volume", "rsi", "macd", "atr", "formula", "correlation", "realized-vol"]);
+  const managedStudyPanelIds = new Set(["volume", "rsi", "macd", "atr", "formula", "correlation", "realized-vol", "decay"]);
   const retained = existing.filter((panel) => (
     requiredIds.has(panel.id) || !managedStudyPanelIds.has(panel.id)
   ));

package/src/plugins/builtin/chart-composer/chart-spec.ts

@@ -10,6 +10,12 @@ import { isRecord } from "../../../utils/guards";
 
 export const CHART_SPEC_SETTING_KEY = "chartSpec";
 export const CHART_INTERACTION_VIEWPORT_SETTING_KEY = "chartInteractionViewport";
+/**
+ * Set on a comparison CMP opens until its funds' facts have been read: the
+ * pane then draws each leveraged or inverse fund's daily objective once, and
+ * drops the flag, so a line the researcher removes stays removed.
+ */
+export const CHART_LEVERAGE_PENDING_SETTING_KEY = "leverageObjectivesPending";
 /** A shared link's pinned crosshair: the chart pins its tab there once on open, then drops it. */
 export const CHART_PINNED_MOMENT_SETTING_KEY = "chartPinnedMoment";
 /** The earliest history a chart reads (FRED series from 1900), and how far ahead one runs. */
@@ -105,6 +111,7 @@ function decodeSpec(value: unknown): unknown {
   try {
     return JSON.parse(trimmed);
   } catch {
+    // Intentional ignore: malformed serialized specifications fail validation with null for the caller.
     return null;
   }
 }

package/src/plugins/builtin/chart-composer/cli-options.ts

@@ -1,10 +1,10 @@
 import type { HeadlessPaneOptionValues } from "../../../types/headless";
 import {
-  CHART_RESOLUTIONS,
   TIME_RANGES,
   type ChartResolution,
   type TimeRange,
 } from "../../../time-series/range";
+import { parseChartResolution } from "../../../time-series/resolution";
 import {
   coerceSeriesTransformForStyle,
   normalizeChartSpec,
@@ -36,14 +36,11 @@ export function yearToDateWindow(spec: ChartSpec, now = Date.now()): { start: st
 }
 
 function chartResolution(options: HeadlessPaneOptionValues): ChartResolution | null {
-  const value = options.chartResolution ?? options.resolution;
-  return typeof value === "string" && (CHART_RESOLUTIONS as readonly string[]).includes(value)
-    ? value as ChartResolution
-    : null;
+  return parseChartResolution(options.chartResolution ?? options.resolution);
 }
 
-function financialPeriod(value: unknown): SeriesPeriod | null {
-  return value === "annual" || value === "quarterly" || value === "ttm" ? value : null;
+function financialPeriod(value: unknown, valuation: boolean): SeriesPeriod | null {
+  return value === "annual" || value === "quarterly" || value === "ttm" || (valuation && value === "daily") ? value : null;
 }
 
 function mapSecuritySeries(
@@ -98,15 +95,15 @@ export function applyChartComposerCapabilityOptions(
   const graphKind = capabilityId === "fundamental-series"
     ? "fundamental"
     : capabilityId === "valuation-series" ? "valuation" : null;
-  if (graphKind && typeof options.metric === "string") {
-    const period = financialPeriod(options.period);
+  if (graphKind) {
+    const period = financialPeriod(options.period, graphKind === "valuation");
     next = {
       ...next,
       series: mapSecuritySeries(next.series, (entry) => ({
         ...entry,
         source: entry.source.kind === "security" ? {
           ...entry.source,
-          fieldId: `${graphKind}.${options.metric}`,
+          ...(typeof options.metric === "string" ? { fieldId: `${graphKind}.${options.metric}` } : {}),
           ...(period ? { period } : {}),
         } : entry.source,
       })),

package/src/plugins/builtin/chart-composer/data-catalog-pane.tsx

@@ -1,3 +1,4 @@
+import { logFailure } from "../../../utils/log-failure";
 import { useCallback, useEffect, useMemo, useState } from "react";
 import { Box } from "../../../ui";
 import {
@@ -10,6 +11,7 @@ import {
   type DataTableKeyEvent,
   type DataTableRootKeyContext,
 } from "../../../components";
+import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
 import type { PaneProps } from "../../../types/plugin";
 import { colors } from "../../../theme/colors";
 import { nextHeaderSort, type SortDirection } from "../../../utils/sort-values";
@@ -117,14 +119,15 @@ export function DataCatalogPane({ focused, width, height }: PaneProps) {
   const [sortPreference, setSortPreference] = useState<CatalogSortPreference>(DEFAULT_SORT);
   const { active: searchFocused, focus: focusSearch, searchProps } = useQueryBarSearch();
 
-  const entries = useRegisteredSeries();
+  const { entries, loading: catalogLoading, error: catalogError, retry } = useRegisteredSeries();
+  usePaneRefreshKey(() => { void retry(); }, { focused, enabled: !searchFocused });
   const catalogRows = useMemo(() => catalogRowsFromEntries(entries), [entries]);
   const filter = normalizeCatalogFilter(savedFilter, catalogRows);
   const tickerQuery = looksLikeCatalogTickerQuery(searchQuery);
   const { instruments, loading: universeLoading } = useCatalogUniverse(
     tickerQuery ? searchQuery : "",
   );
-  const loading = tickerQuery && universeLoading;
+  const loading = catalogLoading || (tickerQuery && universeLoading);
   const emptyCopy = catalogEmptyCopy(loading, searchQuery);
 
   const listedCrypto = useMemo(
@@ -194,7 +197,7 @@ export function DataCatalogPane({ focused, width, height }: PaneProps) {
             }}
           />
         ),
-      }).catch(() => undefined);
+      }).catch(logFailure("chart-composer.data-catalog-pane", "Open chart ticker prompt failed"));
       if (chartPlacedSeries(row, ticker)) return;
       const expression = catalogExpressionForRow(row, ticker);
       if (!expression) return;
@@ -246,6 +249,7 @@ export function DataCatalogPane({ focused, width, height }: PaneProps) {
     source: selectedUrl ? selectedRow?.publisher : null,
     label: "source",
     loading,
+    error: catalogError,
     hints: [
       { id: "graph", key: "g", label: "raph", onPress: () => chartSelected(selectedRow), disabled: !selectedRow },
       { id: "search", key: "/", label: "search", onPress: focusSearch },

package/src/plugins/builtin/chart-composer/editor/controller.ts

@@ -189,6 +189,8 @@ export function useSeriesEditorController({
   const {
     suggestions: quickAddSuggestions,
     loading: quickAddLoading,
+    error: quickAddError,
+    retry: retryQuickAdd,
   } = useSeriesCatalogSuggestions({
     query: quickAddQuery,
     defaultInstrument,
@@ -636,6 +638,8 @@ export function useSeriesEditorController({
     quickAddActive,
     quickAddItems,
     quickAddLoading,
+    quickAddError,
+    retryQuickAdd,
     quickAddQuery,
     quickAddRef,
     quickAddSelection,

package/src/plugins/builtin/chart-composer/editor/model.ts

@@ -74,12 +74,14 @@ function seriesFieldId(series: ChartSeriesSpec): string {
 
 function compatiblePeriods(series: ChartSeriesSpec): SeriesPeriod[] {
   if (series.source.kind !== "security") return [];
+  if (series.source.fieldId.startsWith("valuation.") && series.source.fieldId !== "valuation.realizedNtmPE") return ["daily", ...FINANCIAL_PERIODS];
   return series.source.fieldId.startsWith("market.") ? MARKET_PERIODS : FINANCIAL_PERIODS;
 }
 
 export function supportsSeriesTimestampMode(series: ChartSeriesSpec | null): boolean {
   return !!series
     && series.source.kind === "security"
+    && series.source.period !== "daily"
     && isFundamentalFieldId(series.source.fieldId);
 }
 

package/src/plugins/builtin/chart-composer/editor.tsx

@@ -1,5 +1,5 @@
 import { Box, Text, useNativeRenderer, useUiCapabilities } from "../../../ui";
-import { DialogFrame, ListView, TextField } from "../../../components/ui";
+import { EmptyState, DialogFrame, ListView, TextField } from "../../../components/ui";
 import type { PromptContext } from "../../../ui/dialog";
 import { colors } from "../../../theme/colors";
 import type { ChartSpec } from "../../../time-series/types";
@@ -49,6 +49,8 @@ export function SeriesEditorDialog({ dialogId, resolve, initialSpec }: SeriesEdi
     quickAddActive,
     quickAddItems,
     quickAddLoading,
+    quickAddError,
+    retryQuickAdd,
     quickAddQuery,
     quickAddRef,
     quickAddSelection,
@@ -122,7 +124,7 @@ export function SeriesEditorDialog({ dialogId, resolve, initialSpec }: SeriesEdi
           onBlur={deactivateQuickAdd}
         />
 
-        {quickAddActive && quickAddQuery.trim() && (
+        {(quickAddActive || quickAddError) && quickAddQuery.trim() && (
           quickAddItems.length > 0 ? (
             <Box width={contentWidth} overflow="hidden">
               <ListView
@@ -137,11 +139,14 @@ export function SeriesEditorDialog({ dialogId, resolve, initialSpec }: SeriesEdi
                 onActivate={(_, index) => { beginQuickAdd(); addCatalogSuggestion(quickAddSuggestions[index]); }}
               />
             </Box>
-          ) : (
+          ) : !quickAddError ? (
             <Text fg={colors.textMuted}>
               {quickAddLoading ? "Searching instruments…" : "No matching security or metric."}
             </Text>
-          )
+          ) : null
+        )}
+        {quickAddQuery.trim() && quickAddError && (
+          <EmptyState title={quickAddError} status="error" retry={{ onRetry: () => { beginQuickAdd(); return retryQuickAdd(); } }} />
         )}
 
         {items.length > 0 ? (