gloomberb 0.18.4 → 0.19.0

package/src/plugins/builtin/broker-trading/controller.ts

@@ -86,6 +86,7 @@ const STREAM_QUOTE_MAX_SILENCE_MS = 75_000;
 const uncertainPlacement = "Outcome unknown. Check open orders before placing it again.";
 /** A change or cancel whose answer was lost: the views ask the broker until it says. */
 const uncertainChange = "Outcome unknown. Checking with the broker.";
+const orderReadFailed = "Order status could not be read. Showing the last known order.";
 /** The broker's own words come first: they say more than "outcome unknown". */
 const uncertainAfter = (error: unknown) => error instanceof Error && error.message && !error.message.includes(uncertainPlacement) ? `${error.message.trim().replace(/\.?$/, ".")} ${uncertainPlacement}` : uncertainPlacement;
 /** The broker answered no, or nothing was sent (see BrokerAdapter.placeOrder): its one-line reason, else undefined. */
@@ -639,7 +640,7 @@ export class BrokerTradingController {
         && value.contract.symbol === order.contract.symbol && (value.orderId === order.orderId || sameOrder(value, order)));
     } catch (error) {
       logFailure("broker-trading.controller", "Look up broker order failed")(error);
-      return undefined;
+      throw new Error(orderReadFailed);
     }
   }
 
@@ -651,7 +652,10 @@ export class BrokerTradingController {
    */
   private async settleRefusal(order: BrokerOrder, reason: string, action: "modify" | "cancel"): Promise<void> {
     const brokerName = this.context(false).context.adapter.name;
-    const current = await this.lookup(order);
+    let current: BrokerOrder | undefined;
+    let readFailed = false;
+    try { current = await this.lookup(order); }
+    catch { readFailed = true; reason = `${reason}. ${orderReadFailed}`; }
     if (this.disposed) return;
     const now = current ?? order;
     const label = brokerOrderStatus(now.status);
@@ -662,7 +666,7 @@ export class BrokerTradingController {
       this.publish({ phase: "editing", review: undefined, receipt: undefined, error: reason });
       return;
     }
-    this.publish({ phase: "result", cancelOrder: undefined, review: undefined, result: copy(now), resultQuantities: current ? "confirmed" : "last-known", error: undefined });
+    this.publish({ phase: "result", cancelOrder: undefined, review: undefined, result: copy(now), resultQuantities: current ? "confirmed" : "last-known", error: readFailed ? reason : undefined });
     const title = ended ? label === "Rejected" ? reason : `Already ${label.toLowerCase()}` : changed ? `Order changed in ${brokerName}, refreshed` : reason;
     this.options.onOutcome?.({ title, type: ended || changed ? "info" : "error", order: copy(now) });
   }
@@ -677,16 +681,22 @@ export class BrokerTradingController {
   async refreshResult(): Promise<void> {
     const result = this.snapshot.result;
     if (!result) return;
-    const { context } = this.context(false);
-    if (!context.adapter.listOpenOrders && !context.adapter.getOrderStatus) throw new Error("Refresh this order in your broker.");
     const fingerprint = this.key();
-    const orders = context.adapter.getOrderStatus && result.orderId !== 0
-      ? [await context.adapter.getOrderStatus(context.instance, result.orderId)].filter((order): order is BrokerOrder => order !== null)
-      : await context.adapter.listOpenOrders?.(context.instance) ?? [];
-    if (this.disposed || fingerprint !== this.key() || this.snapshot.result !== result) return;
-    const current = orders.find((order) => order.accountId === result.accountId && order.contract.symbol === result.contract.symbol && sameOrder(order, result));
-    if (current) this.publish({ result: copy(current), resultQuantities: "confirmed", error: current.status === "UNKNOWN" ? uncertainChange : undefined });
-    // Absence from open orders does not prove a fill, rejection or cancellation.
+    const stillCurrent = () => !this.disposed && fingerprint === this.key() && this.snapshot.result === result;
+    try {
+      const { context } = this.context(false);
+      if (!context.adapter.listOpenOrders && !context.adapter.getOrderStatus) throw new Error("Refresh this order in your broker.");
+      const orders = context.adapter.getOrderStatus && result.orderId !== 0
+        ? [await context.adapter.getOrderStatus(context.instance, result.orderId)].filter((order): order is BrokerOrder => order !== null)
+        : await context.adapter.listOpenOrders?.(context.instance) ?? [];
+      if (!stillCurrent()) return;
+      const current = orders.find((order) => order.accountId === result.accountId && order.contract.symbol === result.contract.symbol && sameOrder(order, result));
+      if (current) this.publish({ result: copy(current), resultQuantities: "confirmed", error: current.status === "UNKNOWN" ? uncertainChange : undefined });
+      // Absence from open orders does not prove a fill, rejection or cancellation, or clear a read failure.
+    } catch {
+      if (stillCurrent()) this.publish({ error: orderReadFailed, resultQuantities: this.snapshot.resultQuantities === "unconfirmed" ? "unconfirmed" : "last-known" });
+      throw new Error(orderReadFailed);
+    }
   }
 
   /**

package/src/plugins/builtin/broker-trading/index.tsx

@@ -32,7 +32,19 @@ export const brokerTradingModule: PluginModule = {
   }],
   setup(ctx) {
     brokerOrderFeed.setNotifier((notification) => { ctx.notify(notification); });
-    brokerOrderFeed.setPositionSync((instanceId) => ctx.syncBrokerInstance(instanceId));
+    brokerOrderFeed.setPositionSync(async (instanceId) => {
+      try {
+        await ctx.syncBrokerInstance(instanceId);
+      } catch (error) {
+        ctx.notify({
+          title: "Position sync failed",
+          body: "The fill was received, but positions could not be synced. Use Sync in Brokers to retry.",
+          type: "error",
+          action: { label: "Brokers", onClick: () => ctx.showPane("brokers") },
+        });
+        throw error;
+      }
+    });
     let held = new Map<string, { key: string; release(): void }>();
     // A broker registered by a later plugin, or a profile added or edited, is held from then on.
     const holdProfiles = () => {

package/src/plugins/builtin/broker-trading/order-feed.ts

@@ -225,20 +225,24 @@ class ProfileOrderFeed {
       }
       // A working order missing from the list ended somehow; only the broker can say how.
       const missing = [...this.orders].filter(([key, order]) => !listed.has(key) && !brokerOrderDone(order.status));
+      let failed = false;
       for (const [key, order] of missing) {
         // A broker with no status read says nothing beyond its open list.
         if (!this.broker.getOrderStatus) { this.orders.delete(key); continue; }
-        const status = await this.broker.getOrderStatus(this.instance, order.orderId).catch(logFailure("broker-trading.order-feed", "Read missing broker order status failed"));
+        const status = await this.broker.getOrderStatus(this.instance, order.orderId).catch((error) => {
+          logFailure("broker-trading.order-feed", "Read missing broker order status failed")(error);
+          failed = true;
+        });
         if (generation !== this.generation) return;
         if (status) this.apply(status, baseline ? "baseline" : "poll", false);
         // Null is the broker unable to confirm it, not an end: keep it, unconfirmed, at its last report's time,
         // so the next read that lists it or a status that answers replaces it.
         else if (status === null && brokerOrderStatus(order.status) !== "UNKNOWN") this.apply({ ...order, status: "UNKNOWN" }, baseline ? "baseline" : "poll", false);
       }
-      this.failures = 0;
+      this.failures = failed ? this.failures + 1 : 0;
       this.baselined = true;
       this.prune();
-      this.publish({ failed: false, loaded: true });
+      this.publish({ failed, loaded: true });
     } catch {
       if (generation === this.generation) { this.failures++; this.publish({ failed: true, loaded: true }); }
     } finally {
@@ -275,7 +279,8 @@ class ProfileOrderFeed {
 
   private publish(changes: Partial<BrokerOrderFeedState> = {}): void {
     const orders = [...this.orders.values()].sort((a, b) => b.updatedAt - a.updatedAt);
-    this.state = Object.freeze({ ...this.state, ...changes, orders, live: this.live, updatedAt: Date.now(), fills: this.feed.fillCount(this.instance.id) });
+    const failed = changes.failed ?? this.state.failed;
+    this.state = Object.freeze({ ...this.state, ...changes, orders, live: this.live, updatedAt: failed ? this.state.updatedAt : Date.now(), fills: this.feed.fillCount(this.instance.id) });
     this.feed.changed();
   }
 }

package/src/plugins/builtin/broker-trading/pane.tsx

@@ -480,7 +480,7 @@ function ProfileTicket({ broker, instance, contract, width, height, focused, ord
     accountType: accounts.find((account) => account.accountId === accountId)?.accountType,
     quote: state.quote?.quote, quoteStale: state.quote?.stale, legQuotes: state.quote?.legs, quoteData: connection?.quoteData,
     phase: page === "enable" ? "enable" : state.phase, draft: receipt?.request ?? draft, preview: state.review?.preview ?? receipt?.preview, warnings: state.review?.warnings ?? [], result: state.result, resultQuantities: state.resultQuantities,
-    error: connection?.state === "error" && connection.message ? connection.message : error ?? state.error, reconnecting,
+    error: connection?.state === "error" && connection.message ? connection.message : error ?? state.error ?? (orderFeed.failed ? "Order status could not be read. Showing the last known orders." : undefined), reconnecting,
     position: position?.quantity, avgCost: position?.avgCost, positionPnl: position?.pnl, tradingEnabled: caps?.enabled === true,
     typedConfirmation: typed, connected, capabilities: caps, modifying: state.modifying, original: state.modifying ? controller.modifyingOrder() : undefined, defaultPriceLabel, confirmOrders: state.confirmOrders,
     initialFocus: focusReview ? "review" : state.modifying ? draft?.orderType === "STP" ? "stopPrice" : draft?.orderType === "TRAIL" ? "trailing" : "limitPrice" : focusRevision ? "review" : undefined,

package/src/plugins/builtin/buildout/cells.tsx

@@ -12,11 +12,19 @@ import {
   activityLabel,
   criticalityColor,
   metricColor,
+  moneyAmount,
+  moneyText,
   text,
   tickerSymbol,
 } from "./format";
 import { favoriteKey } from "./table-model";
 
+/** A dollar figure in the compact form, with its whole number for an export. */
+function moneyCell(value: string | null | undefined, color: string): DataTableCell {
+  const amount = moneyAmount(value);
+  return { text: moneyText(value), ...(amount == null ? {} : { value: amount }), color };
+}
+
 interface BuildoutCellContext {
   favoriteBusyKey: string | null;
   /** The row's last star did not take. */
@@ -40,7 +48,7 @@ export function renderBuildoutCell(
       case "companyCount":
         return { text: list.companyCount == null ? "-" : String(list.companyCount), color: colors.textDim };
       case "totalMarketCap":
-        return { text: text(list.totalMarketCap), color: colors.textDim };
+        return moneyCell(list.totalMarketCap, colors.textDim);
       case "avgSectorGrowth":
         return { text: text(list.avgSectorGrowth), color: metricColor(list.avgSectorGrowth) };
       case "avgReturn1y":
@@ -87,16 +95,16 @@ export function renderBuildoutCell(
       case "criticality":
         return { text: text(company.aiCriticality), color: criticalityColor(company.aiCriticality), attributes: TextAttributes.BOLD };
       case "marketCap":
-        return { text: text(company.marketCap), color: colors.textDim };
+        return moneyCell(company.marketCap, colors.textDim);
       case "revenue":
-        return { text: text(company.revenue), color: colors.textDim };
+        return moneyCell(company.revenue, colors.textDim);
       case "revenueGrowth":
         return {
           text: text(company.revenueGrowthYoy ?? company.lastQuarterGrowth),
           color: metricColor(company.revenueGrowthYoy ?? company.lastQuarterGrowth),
         };
       case "netIncome":
-        return { text: text(company.netIncome), color: metricColor(company.netIncome) };
+        return moneyCell(company.netIncome, metricColor(company.netIncome));
       case "margin":
         return { text: text(company.profitMargins), color: metricColor(company.profitMargins) };
       case "forwardPE":

package/src/plugins/builtin/buildout/format.ts

@@ -44,6 +44,44 @@ export function metricNumber(value: unknown): number | null {
   return (negative ? -parsed : parsed) * multiplier;
 }
 
+/** A dollar figure as the service prints it ("$5094.1B", "$-4.9B"); anything else is not money to reformat. */
+const DOLLAR_STRING = /^-?\$-?[\d,]*\.?\d+\s*[KMBT]?$/i;
+
+/** The dollars in a string the service prints as money, or null for anything else. */
+export function moneyAmount(value: unknown): number | null {
+  return typeof value === "string" && DOLLAR_STRING.test(value.trim()) ? metricNumber(value) : null;
+}
+
+const MONEY_UNITS = [
+  { divisor: 1e12, suffix: "T" },
+  { divisor: 1e9, suffix: "B" },
+  { divisor: 1e6, suffix: "M" },
+  { divisor: 1e3, suffix: "K" },
+] as const;
+
+/**
+ * Dollars in the one compact form every TheBuildout table uses: "$5.1T",
+ * "$356.4B", "-$4.9B". The unit is picked after rounding, so $999.96B is
+ * "$1.0T" and not "$1000.0B".
+ */
+export function formatCompactMoney(amount: number): string {
+  const abs = Math.abs(amount);
+  let index = MONEY_UNITS.findIndex((unit) => abs >= unit.divisor);
+  let digits = index < 0 ? abs.toFixed(0) : (abs / MONEY_UNITS[index]!.divisor).toFixed(1);
+  if (index > 0 && Number(digits) >= 1000) {
+    index -= 1;
+    digits = (abs / MONEY_UNITS[index]!.divisor).toFixed(1);
+  }
+  const sign = amount < 0 && /[1-9]/.test(digits) ? "-" : "";
+  return `${sign}$${digits}${index < 0 ? "" : MONEY_UNITS[index]!.suffix}`;
+}
+
+/** A table cell's text for a dollar figure: compact when it is money, the service's own text otherwise, "-" when absent. */
+export function moneyText(value: string | null | undefined): string {
+  const amount = moneyAmount(value);
+  return amount == null ? text(value) : formatCompactMoney(amount);
+}
+
 export function dateShort(value: string | null | undefined) {
   const date = parseDisplayDate(value);
   if (!date) return "-";

package/src/plugins/builtin/buildout/model/normalizers.ts

@@ -1,4 +1,4 @@
-import { metricNumber, textOrNull, tickerSymbol, uniqueStrings } from "../format";
+import { metricNumber, moneyAmount, textOrNull, tickerSymbol, uniqueStrings } from "../format";
 import type {
   BuildoutCompany,
   BuildoutList,
@@ -124,7 +124,42 @@ export function normalizeList(raw: RawObject): BuildoutList {
   };
 }
 
+/**
+ * The statement figures a depositary receipt can carry in the issuer's
+ * reporting currency under a "$" and the receipt's USD currency: the service
+ * converts a foreign listing's figures and keeps the local ones as "...Original",
+ * but for an ADR it prints the local amounts as they are and names no currency
+ * (SK hynix's receipt shows the won revenue of its Korean listing as dollars).
+ */
+const STATEMENT_FIELDS = ["revenue", "netIncome", "freeCashFlow", "operatingCashFlow", "totalCash", "totalDebt", "dilutedEps"] as const;
+
+/** A yearly figure this many times the company's whole market value is not dollars. */
+const IMPLAUSIBLE_MULTIPLE_OF_MARKET_CAP = 10;
+
+/**
+ * A USD row with nothing converted whose revenue or net income dwarfs its own
+ * market cap has statements in another currency, and the row does not say
+ * which: the figures are left out rather than shown as wrong dollars. The
+ * ordinary range of revenue to market cap is a few times; the rows this
+ * catches sit at 15 to 4,000.
+ */
+function withoutUnconvertedStatements(company: BuildoutCompany): BuildoutCompany {
+  const converted = [company.revenueOriginal, company.netIncomeOriginal].some((value) => textOrNull(value) != null);
+  const usd = (company.currency?.trim().toUpperCase() || "USD") === "USD";
+  const cap = moneyAmount(company.marketCap);
+  if (converted || !usd || cap == null || cap <= 0) return company;
+  const revenue = moneyAmount(company.revenue);
+  const income = moneyAmount(company.netIncome);
+  const limit = cap * IMPLAUSIBLE_MULTIPLE_OF_MARKET_CAP;
+  if ((revenue == null || Math.abs(revenue) <= limit) && (income == null || Math.abs(income) <= limit)) return company;
+  return { ...company, ...Object.fromEntries(STATEMENT_FIELDS.map((field) => [field, null])) };
+}
+
 export function normalizeCompany(raw: RawObject): BuildoutCompany {
+  return withoutUnconvertedStatements(readCompany(raw));
+}
+
+function readCompany(raw: RawObject): BuildoutCompany {
   const ticker = tickerSymbol(stringField(raw, "ticker"));
   const name = stringField(raw, "name") ?? ticker ?? "Company";
   const supplyChain = objectField(raw, "supplyChain", "supply_chain");

package/src/plugins/builtin/buildout/pane/index.tsx

@@ -160,7 +160,10 @@ export function BuildoutPane({ focused, width, height }: PaneProps) {
   const favoriteNotes = useRowNotes<BuildoutRow, string>(rows, { key: favoriteNoteKey });
   const { setNote: setFavoriteNote, noteFor: favoriteNoteFor } = favoriteNotes;
   clearFavoriteNotesRef.current = favoriteNotes.clearNotes;
-  const columns = useMemo(() => columnsForTab(activeTab, selectedList, canFavorite), [activeTab, canFavorite, selectedList]);
+  const columns = useMemo(
+    () => columnsForTab(activeTab, selectedList, canFavorite, width),
+    [activeTab, canFavorite, selectedList, width],
+  );
   const selectedRow = rows[selectedIndex] ?? rows[0] ?? null;
   // The table's cells carry their own badges; this catalog only serves the open
   // detail: its row's tickers, plus the loaded rows' tickers its text mentions.

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

@@ -8,6 +8,7 @@ import type {
   BuildoutTabId,
   SortComparable,
 } from "./model/types";
+import { dropColumnsToFit } from "../../../components/ui/table-layout";
 import type { SortDirection } from "../../../utils/sort-values";
 import { metricNumber, sourceDetailEntries, textOrNull, tickerSymbol } from "./format";
 
@@ -171,9 +172,29 @@ export function activeRows(
   return state.intel.items.map((item) => ({ kind: "intel", item }));
 }
 
-export function columnsForTab(activeTab: BuildoutTabId, selectedList: BuildoutList | null, canFavorite: boolean) {
+/**
+ * What the Companies tab gives up when the pane is too narrow for its figures,
+ * least needed first: the descriptions, then the columns that only add to a
+ * figure already shown, instead of the right edge cutting Market Cap or a
+ * median. The star and the names stay at every width.
+ */
+const LIST_DROP_ORDER: readonly BuildoutColumnId[] = ["listDescription", "avgMargin", "avgReturn1y", "avgSectorGrowth"];
+const COMPANY_DROP_ORDER: readonly BuildoutColumnId[] = [
+  "description", "employees", "dividendYield", "forwardPE", "netIncome", "margin", "sectorTech", "criticality",
+];
+
+/** The columns of a tab for a pane `width` cells wide; the table's scrollbar keeps its cell. */
+export function columnsForTab(
+  activeTab: BuildoutTabId,
+  selectedList: BuildoutList | null,
+  canFavorite: boolean,
+  width: number,
+): BuildoutColumn[] {
   if (activeTab === "companies") {
-    return selectedList && canFavorite ? [favoriteColumn, ...companyColumns] : selectedList ? companyColumns : listColumns;
+    const columns = selectedList
+      ? canFavorite ? [favoriteColumn, ...companyColumns] : companyColumns
+      : listColumns;
+    return dropColumnsToFit(columns, width - 1, selectedList ? COMPANY_DROP_ORDER : LIST_DROP_ORDER);
   }
   if (activeTab === "sites") return canFavorite ? [favoriteColumn, ...siteColumns] : siteColumns;
   return intelColumns;

package/src/plugins/builtin/builtin-plugin-meta.ts

@@ -1,11 +1,14 @@
 // Identity of the built-in composite plugins, shared by the native catalog and
 // the browser catalog (catalog-browser.ts). Keep this file import-free so the
-// browser catalog can read it without pulling in native-only modules.
+// browser catalog can read it without pulling in native-only modules; the
+// one import, ATTN's listing flag, has none of its own.
 //
-// Screeners & Movers, Ownership & Insiders and Earnings ship fewer panes on
+// Screeners & Movers and Ownership & Insiders ship fewer panes on
 // the web, so each catalog gives them their own description rather than
 // advertising panes they lack.
 
+import { ATTENTION_LISTED } from "./attention/listing";
+
 export const applicationPluginMeta = {
   id: "application",
   name: "Application",
@@ -116,7 +119,8 @@ export const altDataPluginMeta = {
   stateId: "ticker-research",
   name: "Supply Chain & Alt Data",
   version: "1.0.0",
-  description: "Supply chains and exposure, government awards, hiring, apps and job postings, social mentions, research attention, GPU prices, and power queues.",
+  // Research attention joins once ATTN is listed again (attention/listing.ts).
+  description: `Supply chains and exposure, government awards, hiring, apps and job postings, social mentions, ${ATTENTION_LISTED ? "research attention, " : ""}GPU prices, and power queues.`,
   toggleable: true,
 };
 

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

@@ -122,11 +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 {

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

@@ -11,6 +11,7 @@ import {
 } from "../../../components";
 import { DetailReader } from "../../../components/reader/detail-reader";
 import { loadingErrorFooterInfo, usePaneRefreshKey } from "../../../components/data-table/table-pane";
+import { createTtlCache } from "../../../data/ttl-cache";
 import { fetchChangelogReleases, type ChangelogRelease } from "../../../updater/github-releases";
 import { colors } from "../../../theme/colors";
 import type { PaneProps } from "../../../types/plugin";
@@ -32,7 +33,8 @@ const CHANGELOG_CACHE_TTL_MS = 10 * 60 * 1000;
 
 // Process-lifetime cache. Move it into the updater module if other
 // surfaces start reading releases too.
-let cachedReleases: { releases: ChangelogRelease[]; fetchedAt: number } | null = null;
+const releaseCache = createTtlCache<ChangelogRelease[]>({ ttlMs: CHANGELOG_CACHE_TTL_MS });
+const RELEASES = "releases";
 
 type ChangelogColumn = DataTableColumn & { id: ChangelogColumnId };
 type LoadStatus = "loading" | "loaded" | "error";
@@ -83,10 +85,10 @@ function ChangelogDetail({
 function ChangelogPane({ focused, width, height }: PaneProps) {
   const paneInstance = usePaneInstance();
   const requestedVersion = paneInstance?.params?.version ?? null;
-  const [releases, setReleases] = useState<ChangelogRelease[]>(() => cachedReleases?.releases ?? []);
+  const [releases, setReleases] = useState<ChangelogRelease[]>(() => releaseCache.peek(RELEASES, { stale: true }) ?? []);
   // The mount effect starts the request immediately, so the first paint is a
   // spinner and never "No changelog entries found".
-  const [status, setStatus] = useState<LoadStatus>(() => (cachedReleases ? "loaded" : "loading"));
+  const [status, setStatus] = useState<LoadStatus>(() => (releaseCache.peek(RELEASES, { stale: true }) ? "loaded" : "loading"));
   const [error, setError] = useState<string | null>(null);
   // The selected row and the open release are pane state, so a reload or a
   // shared layout comes back to the same release.
@@ -98,8 +100,9 @@ function ChangelogPane({ focused, width, height }: PaneProps) {
   const requestedVersionOpenedRef = useRef(false);
 
   const loadReleases = useCallback(async (force = false) => {
-    if (!force && cachedReleases && Date.now() - cachedReleases.fetchedAt < CHANGELOG_CACHE_TTL_MS) {
-      setReleases(cachedReleases.releases);
+    const fresh = force ? undefined : releaseCache.peek(RELEASES);
+    if (fresh) {
+      setReleases(fresh);
       setError(null);
       setStatus("loaded");
       return;
@@ -118,7 +121,7 @@ function ChangelogPane({ focused, width, height }: PaneProps) {
 
     try {
       const nextReleases = await fetchChangelogReleases(CHANGELOG_LIMIT, controller.signal);
-      cachedReleases = { releases: nextReleases, fetchedAt: Date.now() };
+      releaseCache.set(RELEASES, nextReleases);
       setReleases(nextReleases);
       setStatus("loaded");
     } catch (loadError) {

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";
@@ -30,6 +31,8 @@ export interface CatalogSeriesRow {
   /** The registered expression, `{ticker}` where a symbol goes. */
   template: string;
   url?: string;
+  /** A limit the publisher sets on the series' data, such as how far back its history goes. */
+  limitation?: string;
   /** Asks for a symbol before charting. */
   input?: SeriesInput;
   /** The symbol a row filled in for a typed ticker charts. */
@@ -119,6 +122,7 @@ function rowFromEntry(entry: SeriesCatalogEntry): Omit<CatalogSeriesRow, "order"
     expression,
     template: entry.expression,
     ...(entry.url ? { url: entry.url } : {}),
+    ...(entry.limitation ? { limitation: entry.limitation } : {}),
     ...(entry.input ? { input: entry.input } : {}),
     ...(entry.placement || entry.lines?.length ? {
       seriesName: entry.name,
@@ -358,6 +362,7 @@ 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 {

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

@@ -39,8 +39,8 @@ function chartResolution(options: HeadlessPaneOptionValues): ChartResolution | n
   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(
@@ -81,6 +81,10 @@ export function applyChartComposerCapabilityOptions(
     next = { ...next, viewport: { ...next.viewport, extendedHours: true } };
   }
 
+  if (capabilityId === "price-comparison" && options.totalReturn === true) {
+    next = { ...next, viewport: { ...next.viewport, totalReturn: true } };
+  }
+
   if (PRICE_CAPABILITIES.has(capabilityId) && options.axisMode) {
     const transform = options.axisMode === "percent" ? "percent" : "raw";
     next = {
@@ -95,15 +99,15 @@ 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

@@ -4,6 +4,7 @@ import { Box } from "../../../ui";
 import {
   DataTableView,
   QueryBar,
+  usePaneNoticeFooter,
   usePaneTabs,
   useQueryBarSearch,
   type DataTableCell,
@@ -11,6 +12,7 @@ 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";
@@ -118,14 +120,15 @@ 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(
@@ -240,6 +243,12 @@ export function DataCatalogPane({ focused, width, height }: PaneProps) {
     }
   }, []);
 
+  usePaneNoticeFooter({
+    registrationId: `${DATA_CATALOG_PANE_ID}:notices`,
+    focused,
+    notices: selectedRow?.limitation ? [`${selectedRow.label}: ${selectedRow.limitation}`] : [],
+  });
+
   usePaneStatusLinkFooter({
     registrationId: DATA_CATALOG_PANE_ID,
     focused,
@@ -247,6 +256,7 @@ 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

@@ -10,7 +10,7 @@ import type {
   SeriesTimestampMode,
   SeriesTransform,
 } from "../../../../time-series/types";
-import { hasStudyInputCount, validateChartSpec } from "../../../../time-series/spec";
+import { hasStudyInputCount, isOhlcSeriesStyle, validateChartSpec } from "../../../../time-series/spec";
 import { isPlainKey } from "../../../../utils/keyboard";
 import { getSharedRegistry } from "../../../registry";
 import {
@@ -190,6 +190,7 @@ export function useSeriesEditorController({
     suggestions: quickAddSuggestions,
     loading: quickAddLoading,
     error: quickAddError,
+    retry: retryQuickAdd,
   } = useSeriesCatalogSuggestions({
     query: quickAddQuery,
     defaultInstrument,
@@ -414,7 +415,7 @@ export function useSeriesEditorController({
         : current.panels,
       series: replaceAt(current.series, selectedIndex, (() => {
         const currentSeries = current.series[selectedIndex]!;
-        const ohlcStyle = currentSeries.style === "candles" || currentSeries.style === "ohlc" || currentSeries.style === "hlc";
+        const ohlcStyle = isOhlcSeriesStyle(currentSeries.style);
         return {
           ...currentSeries,
           style: transform !== "raw" && ohlcStyle
@@ -638,6 +639,7 @@ export function useSeriesEditorController({
     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);
 }