gloomberb 0.18.4 → 0.18.5

package/src/components/chart/composite/scene.ts

@@ -330,11 +330,15 @@ function buildAxisDomain(
   scale: PanelScale,
   rows: number,
   manualScale?: CompositeManualValueScale,
+  referenceLevels?: BuildCompositeChartSceneOptions["referenceLevels"],
 ): CompositeAxisDomain | undefined {
   const axisSeries = series.filter((entry) => entry.axis === side);
   if (axisSeries.length === 0) return undefined;
   const values = axisSeries.flatMap(seriesDomainValues);
-  const fitted = paddedDomain([...values, ...priorCloseInReach(axisSeries, values)], scale);
+  const references = referenceLevels && axisSeries.some((entry) => entry.id === referenceLevels.seriesId)
+    ? referenceLevels.items.map((level) => level.value).filter(Number.isFinite)
+    : [];
+  const fitted = paddedDomain([...values, ...priorCloseInReach(axisSeries, values), ...references], scale);
   const scaleKey = valueScaleKey(scale, axisSeries);
   // A range set by hand holds while the axis plots the same series and some
   // of their data is in it; otherwise the axis fits the data again.
@@ -849,8 +853,8 @@ export function buildCompositeChartScene(
       ? dataSeries.filter((entry) => entry.panelId === panel.id)
       : panelSeries;
     const rows = panelHeights.get(panel.id) ?? 1;
-    const left = buildAxisDomain("left", domainSeries, scale, rows, options.valueScales?.[valueScaleSlot(panel.id, "left")]);
-    const right = buildAxisDomain("right", domainSeries, scale, rows, options.valueScales?.[valueScaleSlot(panel.id, "right")]);
+    const left = buildAxisDomain("left", domainSeries, scale, rows, options.valueScales?.[valueScaleSlot(panel.id, "left")], options.referenceLevels);
+    const right = buildAxisDomain("right", domainSeries, scale, rows, options.valueScales?.[valueScaleSlot(panel.id, "right")], options.referenceLevels);
     const axes: Partial<Record<CompositeAxisSide, CompositeAxisDomain>> = { left, right };
     return {
       id: panel.id,

package/src/components/chart/composite/series-axis-tags.tsx

@@ -7,20 +7,23 @@ import type { SeriesAxisTag } from "./panel-labels";
  * ties. A forward pass separates neighbours; a backward pass fits the bottom
  * edge. Panels shorter than the readout use parallel lanes, not dropped tags
  * or smaller type. The gutter reserves those lanes before the cursor moves.
+ * Only a tag pushed off its value's height gets a leader: a tick beside a tag
+ * still on its value reads as a minus sign (`-8k` for a positive 8k).
  */
 export function placeSeriesAxisTags(tags: readonly SeriesAxisTag[], pixelHeight: number, labelHeight: number) {
   const height = Math.max(pixelHeight, labelHeight);
   const capacity = Math.max(1, Math.floor(height / labelHeight));
   const sorted = tags.map((tag, order) => ({ ...tag, order, anchorY: clamp(tag.yRatio, 0, 1) * Math.max(pixelHeight - 1, 0) }))
     .sort((a, b) => a.anchorY - b.anchorY || a.order - b.order);
-  const placed: Array<SeriesAxisTag & { anchorY: number; centerY: number; lane: number }> = [];
+  const placed: Array<SeriesAxisTag & { anchorY: number; centerY: number; lane: number; leader: boolean }> = [];
   for (let start = 0; start < sorted.length; start += capacity) {
     const lane = sorted.slice(start, start + capacity);
     const centers = lane.map((tag) => clamp(tag.anchorY, labelHeight / 2, height - labelHeight / 2));
     for (let i = 1; i < centers.length; i++) centers[i] = Math.max(centers[i]!, centers[i - 1]! + labelHeight);
     if (centers.length) centers[centers.length - 1] = Math.min(centers.at(-1)!, height - labelHeight / 2);
     for (let i = centers.length - 2; i >= 0; i--) centers[i] = Math.min(centers[i]!, centers[i + 1]! - labelHeight);
-    lane.forEach((tag, index) => placed.push({ ...tag, centerY: centers[index]!, lane: Math.floor(start / capacity) }));
+    lane.forEach((tag, index) => placed.push({ ...tag, centerY: centers[index]!, lane: Math.floor(start / capacity),
+      leader: Math.abs(centers[index]! - tag.anchorY) > labelHeight / 2 }));
   }
   return placed;
 }
@@ -37,13 +40,14 @@ export function SeriesAxisTags({ placed, pixelHeight, lanes, background }: {
     const edge = left ? "right" : "left";
     const inset = `${tag.lane * 100 / lanes}%`;
     return <Box key={tag.seriesId} style={{ position: "absolute", inset: 0, pointerEvents: "none" }}>
-      {/* The tick stays at the observation, even when the badge must move. */}
+      {/* The anchor stays at the observation; it draws a tick when the badge had to move off it. */}
       <Box
         data-gloom-role="chart-series-axis-anchor"
         data-series-id={tag.seriesId}
-        style={{ position: "absolute", [edge]: 0, top: percent(tag.anchorY), width: `calc(${inset} + .5em)`, height: 0, borderTop: `1px ${tag.carried ? "dashed" : "solid"} ${tag.color}` }}
+        data-leader={tag.leader ? "true" : undefined}
+        style={{ position: "absolute", [edge]: 0, top: percent(tag.anchorY), width: `calc(${inset} + .5em)`, height: 0, borderTop: tag.leader ? `1px ${tag.carried ? "dashed" : "solid"} ${tag.color}` : undefined }}
       />
-      <Box style={{ position: "absolute", [edge]: `calc(${inset} + .25em)`, top: percent(Math.min(tag.anchorY, tag.centerY)), height: percent(Math.abs(tag.centerY - tag.anchorY)), width: 0, borderLeft: `1px solid ${tag.color}` }} />
+      {tag.leader ? <Box style={{ position: "absolute", [edge]: `calc(${inset} + .25em)`, top: percent(Math.min(tag.anchorY, tag.centerY)), height: percent(Math.abs(tag.centerY - tag.anchorY)), width: 0, borderLeft: `1px solid ${tag.color}` }} /> : null}
       <Box
         data-gloom-role="chart-series-axis-tag"
         data-series-id={tag.seriesId}
@@ -52,12 +56,15 @@ export function SeriesAxisTags({ placed, pixelHeight, lanes, background }: {
         data-carried={tag.carried ? "true" : undefined}
         aria-label={`${tag.seriesLabel}: ${tag.label}${tag.carried ? " (carried)" : ""}`}
         style={{
-          position: "absolute", [edge]: `calc(${inset} + .5em)`, top: percent(tag.centerY), transform: "translateY(-50%)",
-          width: `calc(${100 / lanes}% - .5em)`, height: "1.5em", lineHeight: "1.5em",
-          alignItems: left ? "flex-end" : "flex-start", justifyContent: "center",
+          position: "absolute", [edge]: inset, top: percent(tag.centerY), transform: "translateY(-50%)",
+          // The value sits in a box in its series colour, as a chart level's label does, so nothing
+          // beside it can read as the value's sign. A box wider than its lane is clipped, not wrapped.
+          width: "max-content", maxWidth: `calc(${100 / lanes}% - ${lanes > 1 ? ".25em" : "0px"})`,
+          boxSizing: "border-box", height: "1.5em", lineHeight: "1.5em", paddingInline: ".15em",
+          alignItems: left ? "flex-end" : "flex-start", justifyContent: "center", overflow: "hidden",
           // Every badge paints above every leader, including another lane's.
           zIndex: 2, color: tag.color, backgroundColor: background, whiteSpace: "nowrap",
-          borderBlockEnd: tag.carried ? `1px dashed ${tag.color}` : undefined,
+          border: `1px ${tag.carried ? "dashed" : "solid"} ${tag.color}`,
         }}
       >
         <Text fg={tag.color} selectable={false}>{tag.label}</Text>

package/src/components/chart/composite/types.ts

@@ -210,6 +210,8 @@ export interface BuildCompositeChartSceneOptions {
   rightOffsetRatio?: number;
   /** Value axes stretched or squeezed by hand, in place of fitting them to the data. */
   valueScales?: CompositeValueScales;
+  /** Reference guides participate in auto-scaling on the axis of this series. */
+  referenceLevels?: CompositeChartLevels | null;
 }
 
 export interface CompositeChartXMarker {
@@ -347,4 +349,6 @@ export interface CompositeChartProps {
    * tool (Shift+H) adds, moves and deletes them by mouse and keyboard.
    */
   levels?: CompositeChartLevels | null;
+  /** Mean and population ±1σ of at least 20 finite observations in the active viewport. */
+  rangeStatisticsSeriesId?: string;
 }

package/src/components/command-bar/panel/prompt-binding.ts

@@ -52,11 +52,3 @@ function getSnapshot(): CommandBarPromptBinding | null {
 export function useCommandBarPromptBinding(): CommandBarPromptBinding | null {
   return useSyncExternalStore(subscribe, getSnapshot, getSnapshot);
 }
-
-/**
- * Calls `listener` with the open screen's query each time the bar publishes
- * its prompt, and with an empty one when it closes. For code outside React.
- */
-export function subscribeCommandBarQuery(listener: (query: string) => void): () => void {
-  return subscribe(() => listener(binding?.query ?? ""));
-}

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

@@ -13,7 +13,7 @@ import type {
 const SET_ALERT_WORKFLOW_ID = "plugin-command:set-alert";
 
 function isSetAlertWorkflow(route: CommandBarWorkflowRoute): boolean {
-  return route.workflowId === SET_ALERT_WORKFLOW_ID;
+  return route.workflowId === SET_ALERT_WORKFLOW_ID && (!route.values.kind || route.values.kind === "price");
 }
 
 function normalizeAlertWorkflowSymbol(value: CommandBarFieldValue | undefined): string {

package/src/components/layout/header.tsx

@@ -38,17 +38,9 @@ import { WindowControls, WINDOWS_CONTROL_GROUP_WIDTH_PX } from "./window-control
 import { Button, terminalButtonColumns } from "../ui/button";
 
 const UPDATE_NOTICE_DURATION_MS = 5_000;
-/**
- * The failed-update message is cut to the room it has, but not below this many
- * columns ("Update fa..."): narrower says nothing, so the banner is left out.
- * The retry hint gives way before the message goes under it.
- */
-const UPDATE_ERROR_MIN_COLUMNS = 12;
 /** Kept clear after the terminal update status, so its last character never touches the Help pill. */
 const UPDATE_STATUS_GAP_COLUMNS = 1;
-/** Below this many characters of the reason, the terminal banner says "Update failed" and the retry key instead. */
-const UPDATE_REASON_MIN_COLUMNS = 8;
-/** A terminal line about an update narrower than this is left out rather than shown as a stub. */
+/** A clipped terminal notice narrower than this is left out rather than shown as a stub. */
 const UPDATE_TEXT_MIN_COLUMNS = 8;
 /** Left padding of the update status's slot, in cells; the desktop's title-bar layout also pads its right. */
 const UPDATE_SLOT_PADDING_COLUMNS = 2;
@@ -316,7 +308,7 @@ function HeaderCommandPrompt({
  */
 type UpdateStatusView =
   | { kind: "busy"; text: string; parts: StatusPart[] }
-  | { kind: "text"; text: string }
+  | { kind: "text"; text: string; compact?: string; clip?: boolean }
   | { kind: "restart"; text: string; version: string }
   | { kind: "failed"; message: string; parts: StatusPart[]; retry: boolean };
 
@@ -374,7 +366,7 @@ function resolveUpdateStatusView({
       if (updateProgress.canRestart && canRestart) {
         return { kind: "restart", text: t("Update ready"), version: updateAvailable?.version ?? "" };
       }
-      return { kind: "text", text: t("Update ready, restart to apply") };
+      return { kind: "text", text: t("Update ready, restart to apply"), compact: t("Update ready") };
     }
     if (updateProgress.phase === "done") {
       return { kind: "text", text: t(updateProgress.message ?? "Update ready, restart to apply") };
@@ -419,7 +411,7 @@ function resolveUpdateStatusView({
     }
     return { kind: "text", text: tf("v{version} available — starting download...", { version: updateAvailable.version }) };
   }
-  if (updateNotice) return { kind: "text", text: updateNotice };
+  if (updateNotice) return { kind: "text", text: updateNotice, clip: true };
   return null;
 }
 
@@ -460,8 +452,8 @@ function retryHint(view: Extract<UpdateStatusView, { kind: "failed" }>, updateKe
 }
 
 /**
- * Columns the terminal status takes when nothing is cut: the header gives the
- * slot that much from the closed prompt's empty room before it cuts anything.
+ * Columns the terminal status takes when everything fits: the header gives
+ * the slot that much from the closed prompt's empty room before dropping parts.
  */
 function terminalUpdateStatusColumns(view: UpdateStatusView, updateKey: string): number {
   return UPDATE_STATUS_GAP_COLUMNS + terminalUpdateStatusContentColumns(view, updateKey);
@@ -490,7 +482,7 @@ function terminalClosedPromptFloor(): number {
 }
 
 /**
- * What the header says about an update. The terminal cuts it to `columns`,
+ * What the header says about an update. The terminal fits it to `columns`,
  * the room its slot is guaranteed; the desktop and the web let the browser fit
  * it to the room the bar leaves (NativeUpdateStatus). Either way it never runs
  * into the Help pill or the market cluster beside it.
@@ -525,7 +517,7 @@ function TerminalUpdateStatus({ columns, onRestart, updateKey, view }: {
   );
 }
 
-/** The status cut to `room` columns, or null when nothing of it would read. */
+/** Whole status parts in priority order; only transient notices may be clipped. */
 function terminalUpdateStatusContent({ onRestart, room, updateKey, view }: {
   onRestart?: () => void;
   room: number;
@@ -533,9 +525,9 @@ function terminalUpdateStatusContent({ onRestart, room, updateKey, view }: {
   view: UpdateStatusView;
 }): ReactNode {
   if (view.kind === "busy") {
-    // The spinner and a cell after it, then the words, cut to what is left.
-    if (room < 2 + UPDATE_TEXT_MIN_COLUMNS) return null;
-    return <TerminalBusyStatus text={fitStatusParts(view.parts, room - 2)} />;
+    // The percent stays when the words give way; the spinner never stands alone.
+    const text = fitStatusParts(view.parts, room - 2);
+    return text ? <TerminalBusyStatus text={text} /> : null;
   }
   if (view.kind === "restart") {
     // The button stays when the words do not fit beside it.
@@ -549,9 +541,7 @@ function terminalUpdateStatusContent({ onRestart, room, updateKey, view }: {
     const hintColumns = displayWidth(hint);
     const messageColumns = displayWidth(view.message);
     const short = t(UPDATE_FAILED_SHORT);
-    const reasonRoom = room - displayWidth(view.parts[0]?.cut === false ? view.parts[0].text : "");
-    // The whole message with its key, then the message alone, then as much of
-    // the reason as reads, then "Update failed" with its key; never less.
+    // The reason and retry hint give way whole, leaving a compact failure signal.
     let text: string;
     let showHint = false;
     if (messageColumns + hintColumns <= room) {
@@ -559,37 +549,33 @@ function terminalUpdateStatusContent({ onRestart, room, updateKey, view }: {
       showHint = hintColumns > 0;
     } else if (messageColumns <= room) {
       text = view.message;
-    } else if (reasonRoom >= UPDATE_REASON_MIN_COLUMNS) {
-      text = truncateToDisplayWidth(view.message, room);
     } else if (displayWidth(short) + hintColumns <= room) {
       text = short;
       showHint = hintColumns > 0;
-    } else if (room >= UPDATE_ERROR_MIN_COLUMNS) {
-      text = truncateToDisplayWidth(short, room);
+    } else if (displayWidth(short) <= room) {
+      text = short;
     } else {
       return null;
     }
     return <TerminalFailedStatus text={text} hint={showHint ? hint : ""} />;
   }
-  // A notice or a line about the update: cut to the slot, never past it.
-  if (room < UPDATE_TEXT_MIN_COLUMNS) return null;
-  return <TerminalTextStatus text={view.text} width={room} />;
+  if (view.clip) {
+    if (room < UPDATE_TEXT_MIN_COLUMNS) return null;
+    return <TerminalTextStatus text={view.text} width={room} />;
+  }
+  const text = displayWidth(view.text) <= room ? view.text : view.compact;
+  return text && displayWidth(text) <= room ? <TerminalTextStatus text={text} width={room} /> : null;
 }
 
 /**
- * A status line in `width` columns: the pieces that stay whole (a download's
- * percent) keep their room, and the rest is cut to what they leave.
+ * A status line in `width` columns: the parts the desktop may clip instead
+ * drop out whole in the terminal, keeping the download's percent readable.
  */
 function fitStatusParts(parts: StatusPart[], width: number): string {
-  const whole = parts.reduce((total, part) => total + (part.cut ? 0 : displayWidth(part.text)), 0);
-  const cutRoom = Math.max(0, width - whole);
-  const cutTotal = parts.reduce((total, part) => total + (part.cut ? displayWidth(part.text) : 0), 0);
-  if (cutTotal <= cutRoom) return parts.map((part) => part.text).join("");
-  // A cut piece keeps a space before the whole one after it: "Downloading v... 42%".
-  const cut = (part: StatusPart, index: number) => index < parts.length - 1
-    ? `${truncateToDisplayWidth(part.text.trimEnd(), Math.max(0, cutRoom - 1))} `
-    : truncateToDisplayWidth(part.text, cutRoom);
-  return truncateToDisplayWidth(parts.map((part, index) => (part.cut ? cut(part, index) : part.text)).join(""), width);
+  const full = parts.map((part) => part.text).join("");
+  if (displayWidth(full) <= width) return full;
+  const compact = parts.filter((part) => !part.cut).map((part) => part.text).join("").trim();
+  return displayWidth(compact) <= width ? compact : "";
 }
 
 function TerminalBusyStatus({ text }: { text: string }) {

package/src/components/layout/pane/footer/index.tsx

@@ -26,6 +26,7 @@ export {
   DELAYED_SEGMENT,
   delayedFooterSegment,
   hasPaneFooterContent,
+  savedCopyFooterSegment,
   splitDelayedStatus,
   type CombinedPaneFooter,
   type PaneFooterPressEvent,

package/src/components/layout/pane/footer/model.ts

@@ -1,6 +1,7 @@
 import type { ContextMenuItem } from "../../../../types/context-menu";
 import { t } from "../../../../i18n";
 import { clipToDisplayWidth, displayWidth } from "../../../../utils/format";
+import { formatShortDate } from "../../../../utils/datetime-format";
 import { getShortcutHintWidth } from "../../../ui/shortcut-hint";
 
 export interface PaneFooterRegistration {
@@ -42,6 +43,12 @@ export interface PaneFooterSegment {
    * line states its data's date and delay leaves it out.
    */
   quoteStatus?: boolean;
+  /**
+   * The segment says what the rows leave out (releases a filter hides), which
+   * a picture of the rows cannot: a `gloom shot` keeps it, as it keeps a
+   * warning.
+   */
+  capture?: boolean;
   /**
    * Shorter forms of `parts`, longest first. When the row is too narrow for
    * `parts` beside the hints, it shows the first that fits, or the last, and
@@ -90,6 +97,26 @@ export function delayedFooterSegment({
   };
 }
 
+/**
+ * The footer's one form for data shown from a copy saved earlier because
+ * refreshing it failed (offline, a hung or refused proxy): `saved copy from
+ * 14:37`, or with its day when saved on another. It says how current the
+ * pane's quotes are, so it is a quote status.
+ */
+export function savedCopyFooterSegment(id: string, savedAt: number, now = Date.now()): PaneFooterSegment {
+  const saved = new Date(savedAt);
+  const time = saved.toLocaleTimeString("en-US", { hour: "2-digit", minute: "2-digit", hour12: false });
+  const when = saved.toDateString() === new Date(now).toDateString() ? time : `${formatShortDate(saved, { year: false })} ${time}`;
+  const text = `${t("saved copy from")} ${when}`;
+  return {
+    id,
+    quoteStatus: true,
+    title: `${t("Couldn't refresh")}: ${text}`,
+    parts: [{ text, tone: "warning" }],
+    variants: [[{ text: t("saved copy"), tone: "warning" }]],
+  };
+}
+
 /** A pane whose market data is all delayed, by no one figure: the clock alone, its tooltip saying so. */
 export const DELAYED_SEGMENT: PaneFooterSegment = delayedFooterSegment({ id: "delayed", detail: "Delayed market data" });
 

package/src/components/onboarding/onboarding-frame.tsx

@@ -343,7 +343,7 @@ export function OnboardingHeader({
   if (!desktop) {
     return (
       <Box height={1} flexDirection="row" justifyContent="space-between">
-        <Text fg={colors.textMuted}>{t("GLOOMBERB SETUP")}</Text>
+        <Text fg={colors.textMuted}>{t("GLOOM SETUP")}</Text>
         {showDismiss ? (
           <Button
             label={dismissing ? "Closing..." : "Skip setup"}

package/src/components/onboarding/portfolio-step/positions-panel.tsx

@@ -1,7 +1,7 @@
 import { useEffect, useRef, useState, type ComponentProps, type RefObject } from "react";
 import { Box, Text, TextAttributes, useUiCapabilities, type InputRenderable } from "../../../ui";
 import { useThemeColors } from "../../../theme/theme-context";
-import { priceColor } from "../../../theme/colors";
+import { shownPriceColor } from "../../../theme/colors";
 import { t, tf } from "../../../i18n";
 import { formatMarketPrice } from "../../../market-data/market/format";
 import { getRegularSessionDisplay } from "../../../market-data/market/status";
@@ -62,7 +62,7 @@ function PreviewLine({ preview, error }: Pick<OnboardingPositionsState, "preview
       <Text fg={colors.text} attributes={TextAttributes.BOLD}>{preview.symbol}</Text>
       {preview.name ? <Text fg={colors.textDim}>{`  ${preview.name}`}</Text> : null}
       {price != null ? <Text fg={colors.text}>{`  ${formatMarketPrice(price, { maxWidth: 12 })}`}</Text> : null}
-      {change != null ? <Text fg={priceColor(change, colors)}>{` ${formatPercentRaw(change)}`}</Text> : null}
+      {change != null ? <Text fg={shownPriceColor(change, 2, colors)}>{` ${formatPercentRaw(change)}`}</Text> : null}
       {preview.duplicate ? <Text fg={colors.textMuted}>{t("  already added")}</Text> : null}
     </Box>
   );

package/src/components/ui/display.tsx

@@ -135,8 +135,12 @@ function NativeKeyValueRow({ label, value, detail, tone, color, width, labelWidt
   } : {};
   const rowWidth = width === undefined ? undefined : Math.max(0, Math.floor(width));
   const labelChars = Math.max(0, labelWidth ?? (rowWidth === undefined ? 14 : Math.min(12, Math.max(8, Math.floor(rowWidth * 0.32)))));
+  // A bounded row fills its parent's width. Rows side by side (a pair of metrics) each give way to an equal
+  // share of their row, so the second is not pushed past the pane edge; never shorter than its line, so a
+  // column with less room than its rows still overflows and scrolls instead of squeezing them.
+  const bounded = width === undefined ? {} : { width: "100%", flexShrink: 1, minHeight: "min-content" };
   return (
-    <Box width={width === undefined ? undefined : "100%"} flexDirection="row" overflow="hidden" data-gloom-ui="key-value-row" {...target}>
+    <Box {...bounded} flexDirection="row" overflow="hidden" data-gloom-ui="key-value-row" {...target}>
       {/* At least the label width, in characters; a longer label keeps every character and moves its value along. */}
       <Text fg={colors.textDim} style={{ ...NATIVE_CLIP_STYLE, flex: "0 0 auto", minWidth: `${labelChars}ch`, paddingRight: "1ch", boxSizing: "border-box" }}>{t(label)}</Text>
       {country ? <CountryFlagLead value={country} /> : null}

package/src/core/state/app/layout.ts

@@ -594,6 +594,7 @@ export function withFocusedPane(
     config: syncedConfig,
     paneState: nextPaneState,
     brokerAccounts: reconcileBrokerAccounts(syncedConfig, state.brokerAccounts),
+    brokerSyncErrors: Object.fromEntries(Object.entries(state.brokerSyncErrors).filter(([id]) => syncedConfig.brokerInstances.some((instance) => instance.id === id))),
     focusedPaneId,
     previousFocusedPaneId: state.focusedPaneId && state.focusedPaneId !== focusedPaneId
       ? state.focusedPaneId
@@ -605,6 +606,7 @@ export function hydrateDesktopSnapshot(state: AppState, snapshot: DesktopSharedS
   return withFocusedPane({
     ...state,
     paneState: snapshot.paneState,
+    brokerSyncErrors: snapshot.brokerSyncErrors ?? {},
     focusedPaneId: snapshot.focusedPaneId,
     statusBarVisible: snapshot.statusBarVisible,
   }, snapshot.config);

package/src/core/state/app/state.ts

@@ -203,6 +203,14 @@ export function appReducer(state: AppState, action: AppAction): AppState {
         },
       };
 
+    case "SET_BROKER_SYNC_ERROR": {
+      if (!state.config.brokerInstances.some((instance) => instance.id === action.instanceId)) return state;
+      const brokerSyncErrors = { ...state.brokerSyncErrors };
+      if (action.error) brokerSyncErrors[action.instanceId] = action.error;
+      else delete brokerSyncErrors[action.instanceId];
+      return { ...state, brokerSyncErrors };
+    }
+
     case "SET_INITIALIZED":
       return { ...state, initialized: true };
 
@@ -371,6 +379,7 @@ export function createInitialState(config: AppConfig, sessionSnapshot: AppSessio
     financials: new Map(),
     exchangeRates: new Map([["USD", 1]]),
     brokerAccounts: {},
+    brokerSyncErrors: {},
     focusedPaneId,
     previousFocusedPaneId: null,
     paneState,

package/src/core/state/app/types.ts

@@ -68,6 +68,8 @@ export interface AppState {
    */
   exchangeRates: Map<string, number>;
   brokerAccounts: Record<string, BrokerAccount[]>;
+  /** A failed position import stays visible until this profile syncs successfully. */
+  brokerSyncErrors: Record<string, string>;
   /**
    * @deprecated Never set. The app has no left or right panel state; read
    * `focusedPaneId` for the focused pane.
@@ -131,6 +133,7 @@ export type AppAction =
   | { type: "RECORD_COMMAND"; id: string; label: string; arg?: string }
   | { type: "SET_REFRESHING"; symbol: string; refreshing: boolean }
   | { type: "SET_BROKER_ACCOUNTS"; instanceId: string; accounts: BrokerAccount[] }
+  | { type: "SET_BROKER_SYNC_ERROR"; instanceId: string; error: string | null }
   | { type: "SET_INITIALIZED" }
   | { type: "TOGGLE_STATUS_BAR" }
   | { type: "SET_THEME"; theme: string }

package/src/data/saved-copies.ts

@@ -1,27 +1,33 @@
 /**
- * Answers a CLI command gave from a copy saved earlier because refreshing it
- * failed: offline, a refused proxy, a service error. A command answers once,
- * so the line it ends with says "couldn't refresh; saved <time>" instead of
- * reading as live or delayed, but only when what it shows came from such a
- * copy: a saved copy of something else it loaded on the way (a fallback for a
- * pane it does not print) says nothing about the data on screen.
+ * Answers given from a copy saved earlier because refreshing it failed:
+ * offline, a hung or refused proxy, a service error.
+ *
+ * A CLI command answers once, so the line it ends with says "couldn't
+ * refresh; saved copy from <time>" instead of reading as live or delayed, but
+ * only when what it shows came from such a copy: a saved copy of something
+ * else it loaded on the way (a fallback for a pane it does not print) says
+ * nothing about the data on screen. The app says the same of a quote, in the
+ * footer of a pane showing one (`savedCopyAt`), until a refresh replaces it.
  *
  * The copy served is marked, by a symbol property that object spreads carry
  * along and JSON never writes, and the command's output is searched for the
- * marks. Nothing is marked outside `collectSavedCopies`: the app and its panes
- * keep running for hours and say how current their data is in their own
- * footers.
+ * marks. Outside a command only quotes are marked (`quoteServedFromSavedCopy`):
+ * the app keeps running for hours, and its other panes say how current their
+ * data is in their own footers. A quote built from a newer answer must not
+ * inherit a mark through a spread: `withSavedCopyMarkOf` gives it the mark of
+ * what was served instead.
  */
 const SAVED_AT = Symbol("gloomberb.savedCopyAt");
 
 let collecting = 0;
-let marked = 0;
+/** Whether anything was ever marked, so output is not searched for marks that cannot be there. */
+let anyMarked = false;
 
 type Marked = { [SAVED_AT]?: number };
 
 function mark<T>(value: T, savedAt: number): T {
   if (!value || typeof value !== "object" || Array.isArray(value)) return value;
-  marked += 1;
+  anyMarked = true;
   return { ...value, [SAVED_AT]: savedAt };
 }
 
@@ -36,13 +42,48 @@ export function servedFromSavedCopy<T>(value: T, savedAt: number): T {
   return (Array.isArray(value) ? value.map((item) => mark(item, savedAt)) : mark(value, savedAt)) as T;
 }
 
+/** A quote answered from a copy saved at `savedAt` (ms) after its refresh failed: marked, in a command and in the app. */
+export function quoteServedFromSavedCopy<T extends object>(quote: T, savedAt: number): T {
+  return Number.isFinite(savedAt) ? mark(quote, savedAt) : quote;
+}
+
 /**
  * The saved-copy mark of `value`, to spread into what is drawn from it (a
  * report row built from a quote's fields), or nothing when it has none.
  */
 export function savedCopyMark(value: unknown): object {
+  const savedAt = savedCopyAt(value);
+  return savedAt != null ? { [SAVED_AT]: savedAt } : {};
+}
+
+/** When `value` itself was saved, if it is a saved copy served after a failed refresh; null otherwise. */
+export function savedCopyAt(value: unknown): number | null {
   const savedAt = value && typeof value === "object" ? (value as Marked)[SAVED_AT] : undefined;
-  return typeof savedAt === "number" ? { [SAVED_AT]: savedAt } : {};
+  return typeof savedAt === "number" ? savedAt : null;
+}
+
+/** The oldest saved copy among `values` (a pane's quotes), by when it was saved; null when none is one. */
+export function oldestSavedCopyAt(values: Iterable<unknown>): number | null {
+  let oldest: number | null = null;
+  for (const value of values) {
+    const savedAt = savedCopyAt(value);
+    if (savedAt != null) oldest = Math.min(oldest ?? savedAt, savedAt);
+  }
+  return oldest;
+}
+
+/**
+ * `value` carrying the saved-copy mark of `served` and no other: what is
+ * built from an answer (resolved, merged onto an older quote) is a saved copy
+ * exactly when that answer was.
+ */
+export function withSavedCopyMarkOf<T extends object>(value: T, served: unknown): T {
+  const savedAt = savedCopyAt(served);
+  const own = savedCopyAt(value);
+  if (own === savedAt) return value;
+  if (savedAt != null) return mark(value, savedAt);
+  const { [SAVED_AT]: _dropped, ...rest } = value as T & Marked;
+  return rest as T;
 }
 
 /** How far into a command's output the marks are looked for, so a large report is not walked whole. */
@@ -55,7 +96,7 @@ const MAX_NODES = 50_000;
  * came from one. The oldest, since that is how old what is shown can be.
  */
 export function savedCopyShownAt(shown: unknown): number | null {
-  if (collecting === 0 || marked === 0) return null;
+  if (collecting === 0 || !anyMarked) return null;
   let oldest: number | null = null;
   let budget = MAX_NODES;
   const seen = new Set<object>();
@@ -71,14 +112,12 @@ export function savedCopyShownAt(shown: unknown): number | null {
   return oldest;
 }
 
-/** Runs one command, marking the saved copies it answers from. */
+/** Runs one command, whose output `savedCopyShownAt` then searches for saved copies. */
 export async function collectSavedCopies<T>(run: () => Promise<T>): Promise<T> {
-  if (collecting === 0) marked = 0;
   collecting += 1;
   try {
     return await run();
   } finally {
     collecting -= 1;
-    if (collecting === 0) marked = 0;
   }
 }