gloomberb 0.19.0 → 0.19.2

package/src/plugins/builtin/jodi/client.ts

@@ -1,4 +1,5 @@
 import { apiClient } from "../../../api-client";
+import { sourceDidNotAnswer } from "../../../api-client/errors";
 import type { JodiBoardPayload } from "../../../api-client/commodity-balances";
 import { unavailableOnServer } from "../shared/cloud-resource";
 import type { BalanceCommodity, Board } from "./model";
@@ -32,7 +33,9 @@ function readBoard(payload: JodiBoardPayload): Balances {
     || (payload.gas != null && !validBoard(payload.gas, "gas"))) {
     throw new Error("The server returned an invalid oil and gas balance board");
   }
-  if (payload.status === "unavailable" || payload.oil == null) throw new Error(JODI_NOT_AVAILABLE);
+  // The server's source did not answer this time, which may pass; a board with no oil has none yet.
+  if (payload.status === "unavailable") throw sourceDidNotAnswer(JODI_NOT_AVAILABLE);
+  if (payload.oil == null) throw new Error(JODI_NOT_AVAILABLE);
   if (!validBoard(payload.oil, "oil")) throw new Error("The server returned an invalid oil and gas balance board");
   return { oil: payload.oil, gas: payload.gas ?? null, stale: payload.stale === true, gaps: payload.gaps };
 }

package/src/plugins/builtin/macro-day/headless.ts

@@ -1,7 +1,7 @@
 import type { HeadlessPaneDefinition } from "../../../types/plugin";
 import { resolveHeadlessInstrument } from "../shared/headless-market-data";
 import { loadMacroDayEarnings, loadMacroDayHistory, loadMacroReleases, macroDayEarningsNotice } from "./client";
-import { macroDayEventLabel, macroDayStats, matchesSurprise, projectMacroDays, type MacroDayStats } from "./model";
+import { formatMacroDayMove, macroDayEventLabel, macroDayStats, matchesSurprise, projectMacroDays, type MacroDayStats } from "./model";
 import { MACRO_EVENT_KINDS, MACRO_EVENT_LABELS, MACRO_RELEASE_SOURCES, MACRO_SURPRISE_LABELS, MACRO_SURPRISES, staleMacroReleasesNotice,
   type MacroEventKind, type MacroSurprise } from "./releases";
 
@@ -39,6 +39,12 @@ export const macroDayHeadless: HeadlessPaneDefinition<"bundle"> = {
       releases: releases.releases, coveredThrough: releases.coveredThrough, earnings: earnings.reports });
     const notes = [staleMacroReleasesNotice(releases), macroDayEarningsNotice(earnings)].filter((note): note is string => !!note);
     const row = (label: string, stats: MacroDayStats) => ({ label, ...stats });
+    // A yield index (^TNX) moves by its level: its columns are headed bp and read the change in the yield.
+    const yieldMoves = model.basis === "yield";
+    const bp = (signed: boolean) => (value: unknown) => typeof value === "number" ? formatMacroDayMove(value, "yield", { signed, unit: false }) : "--";
+    const move = yieldMoves ? bp(true) : percent;
+    const absMove = yieldMoves ? bp(false) : percent;
+    const header = (label: string) => yieldMoves ? `${label} bp` : label;
     const release = String(args.options.release ?? "all");
     const surprise = String(args.options.surprise ?? "all") as MacroSurprise | "all";
     const events = model.events.filter((event) => (release === "all" || event.kind === release) && matchesSurprise(event, surprise));
@@ -48,14 +54,14 @@ export const macroDayHeadless: HeadlessPaneDefinition<"bundle"> = {
     return {
       sections: [
         { title: "By release", columns: [{ key: "label", header: "Day" }, { key: "count", header: "Days" },
-          { key: "meanAbs", header: "Avg |move|", format: percent }, { key: "multiple", header: "vs normal", format: multiple },
-          { key: "mean", header: "Avg move", format: percent }, { key: "hitRate", header: "Up", format: share }],
+          { key: "meanAbs", header: header("Avg |move|"), format: absMove }, { key: "multiple", header: "vs normal", format: multiple },
+          { key: "mean", header: header("Avg move"), format: move }, { key: "hitRate", header: "Up", format: share }],
         rows: [...model.kinds.map((kind) => row(MACRO_EVENT_LABELS[kind], model.byKind[kind])), ...selected,
           row(model.kinds.includes("ipca") ? "Any US release" : "Any release", model.allEvents), ...(model.earnings.count ? [row("Earnings", model.earnings)] : []), row("Normal day", model.normal)] },
         { title: "Release days", columns: [{ key: "date", header: "Date" }, { key: "event", header: "Release" },
           { key: "actual", header: "Actual" }, { key: "forecast", header: "Forecast" }, { key: "prior", header: "Prior" },
           { key: "surprise", header: "Surprise" },
-          { key: "session", header: "Session" }, { key: "move", header: "Move", format: percent }, { key: "multiple", header: "vs normal", format: multiple }],
+          { key: "session", header: "Session" }, { key: "move", header: header("Move"), format: move }, { key: "multiple", header: "vs normal", format: multiple }],
         rows: events.map(({ figures, ...event }) => ({ ...event, event: macroDayEventLabel(event), actual: figures?.actual ?? null,
           forecast: figures?.forecast ?? null, prior: figures?.prior ?? null, surprise: figures?.surprise ?? null,
           ...(figures ? { headline: figures.event } : {}) })) },
@@ -64,7 +70,8 @@ export const macroDayHeadless: HeadlessPaneDefinition<"bundle"> = {
       unavailableSymbols: model.events.length ? [] : [instrument.symbol],
       errors: history.error ? [history.error] : [],
       ...(notes.length ? { notes } : {}),
-      metadata: { unit: "decimal return, close to close on the release day", start: model.start, asOf: model.asOf,
+      metadata: { unit: yieldMoves ? "change in the yield in percentage points, close to close on the release day"
+        : "decimal return, close to close on the release day", start: model.start, asOf: model.asOf,
         releasesThrough: releases.coveredThrough, releaseSources: Object.values(MACRO_RELEASE_SOURCES),
         stale: history.stale || earnings.stale, fetchedAt: history.fetchedAt, methodology: "docs/research-data.md#macro-day-reaction" },
     };

package/src/plugins/builtin/macro-day/index.tsx

@@ -16,7 +16,7 @@ export const macroDayModule: PluginModule = {
   paneTemplates: [{ ...createTickerSurfacePaneTemplate({
     id: "macro-day-pane", paneId: "macro-day", label: "Macro-Day Reaction",
     description: "How a name moves on CPI, jobs, FOMC and Brazil IPCA days against a normal day: average move, direction, hit rate, and every release day with its actual, forecast and prior.",
-    keywords: ["mday", "macro day", "cpi day", "fomc day", "jobs day", "nfp", "payrolls", "event study", "release reaction", "ipca",
+    keywords: ["mday", "macro day", "cpi day", "fomc day", "jobs day", "jobs report", "nfp", "payrolls", "nonfarm", "event study", "release reaction", "ipca",
       "hot cpi", "cpi surprise", "release surprise"],
     shortcut: "MDAY", publicShare: true,
   }), headless: macroDayHeadless }],

package/src/plugins/builtin/macro-day/model.ts

@@ -1,6 +1,8 @@
 import type { EarningsTiming } from "../../../api-client/earnings";
 import type { PricePoint } from "../../../types/financials";
 import { zonedDateTimeParts } from "../../../utils/zoned-date-time";
+import { toBasisPoints } from "../../../utils/basis-points";
+import { isYieldIndexSymbol } from "../../../tickers/index-roots";
 import { MACRO_EVENT_KINDS, MACRO_EVENT_LABELS, US_MACRO_EVENT_KINDS, type MacroEventKind, type MacroRelease, type MacroReleaseFigures,
   type MacroSurprise } from "./releases";
 
@@ -17,6 +19,35 @@ export interface MacroDayEarningsReport {
   reactionSession?: string | null;
 }
 
+/**
+ * How a day's move is measured: a price's return, or for a yield (^TNX, whose
+ * level is the yield in percent) the change in that yield, in percentage
+ * points, which the pane and the report read in basis points.
+ */
+export type MacroDayMoveBasis = "return" | "yield";
+
+/** A Treasury yield index moves by its level: 5.24 to 5.28 is +4bp, not +0.76%. */
+const macroDayMoveBasis = (symbol: string): MacroDayMoveBasis => isYieldIndexSymbol(symbol) ? "yield" : "return";
+
+/**
+ * A move as it reads: a return in percent (`+0.76%`), a yield's change in
+ * basis points (`+4.0bp`, or `+4.0` under a column headed bp). One that
+ * rounds to zero is unsigned.
+ */
+export function formatMacroDayMove(value: number | null | undefined, basis: MacroDayMoveBasis,
+  { signed = true, unit = true }: { signed?: boolean; unit?: boolean } = {}): string {
+  if (value == null) return "--";
+  if (basis === "yield") {
+    const bp = toBasisPoints(value, 1);
+    return `${signed && bp > 0 ? "+" : ""}${bp.toFixed(1)}${unit ? "bp" : ""}`;
+  }
+  const fixed = (value * 100).toFixed(2);
+  return /[1-9]/.test(fixed) ? `${signed && value > 0 ? "+" : ""}${fixed}%` : "0.00%";
+}
+
+/** The decimals a move shows in hundredths (percent of a return, basis points of a yield), for its sign and colour. */
+export const macroDayMoveDecimals = (basis: MacroDayMoveBasis) => basis === "yield" ? 1 : 2;
+
 export interface MacroDayEvent {
   kind: MacroEventKind;
   /** Release day, New York date. */
@@ -25,7 +56,7 @@ export interface MacroDayEvent {
   session: string;
   /** The session is also the reaction session of the ticker's own earnings report: the move is the report's, not the release's. */
   earnings: boolean;
-  /** Close before the release to the session's close. */
+  /** Close before the release to the session's close: a return, or a yield's change in percentage points (`basis`). */
   move: number;
   /** |move| over the normal day's average |move|. */
   multiple: number | null;
@@ -45,6 +76,7 @@ export interface MacroDayStats {
 
 export interface MacroDayModel {
   symbol: string;
+  basis: MacroDayMoveBasis;
   /** Newest first. */
   events: MacroDayEvent[];
   /** The kinds the list carries: the US releases, and IPCA when Gloom Cloud lists its days. */
@@ -140,17 +172,19 @@ export function projectMacroDays(history: readonly PricePoint[], options: {
   earnings?: readonly MacroDayEarningsReport[];
 }): MacroDayModel {
   const { coveredThrough } = options;
+  const basis = macroDayMoveBasis(options.symbol);
   const byDate = new Map<string, number>();
   for (const point of history) {
     const time = new Date(point.date).getTime();
-    if (!Number.isFinite(time) || !Number.isFinite(point.close) || point.close <= 0) continue;
+    // A yield can sit at zero or below it; a price cannot.
+    if (!Number.isFinite(time) || !Number.isFinite(point.close) || (basis === "return" && point.close <= 0)) continue;
     byDate.set(sessionDate(time), point.close);
   }
   const sessions = [...byDate.keys()].sort();
   const last = sessions.at(-1) ?? null;
   const empty = (): MacroDayStats => stats([], null);
   const kinds = MACRO_EVENT_KINDS.filter((kind) => US_KINDS.has(kind) || options.releases.some((release) => release.kind === kind));
-  if (!last) return { symbol: options.symbol, events: [], kinds, byKind: { cpi: empty(), jobs: empty(), fomc: empty(), ipca: empty() },
+  if (!last) return { symbol: options.symbol, basis, events: [], kinds, byKind: { cpi: empty(), jobs: empty(), fomc: empty(), ipca: empty() },
     allEvents: empty(), earnings: empty(), normal: empty(), start: null, asOf: null };
 
   // Sessions after the published lists end may be unlisted release days, so they are left out of both sides.
@@ -166,7 +200,7 @@ export function projectMacroDays(history: readonly PricePoint[], options: {
   for (let index = 1; index < sessions.length; index++) {
     const date = sessions[index]!, previous = sessions[index - 1]!;
     if (date <= start || date > end || dayNumber(date) - dayNumber(previous) > MAX_SESSION_GAP_DAYS) continue;
-    moves.set(date, byDate.get(date)! / byDate.get(previous)! - 1);
+    moves.set(date, basis === "yield" ? byDate.get(date)! - byDate.get(previous)! : byDate.get(date)! / byDate.get(previous)! - 1);
   }
 
   const reactionSessions = new Set<string>();
@@ -191,7 +225,7 @@ export function projectMacroDays(history: readonly PricePoint[], options: {
   const byKind = Object.fromEntries(MACRO_EVENT_KINDS.map((kind) =>
     [kind, stats(events.filter((event) => event.kind === kind && !event.earnings).map((event) => event.move), normalAbs)])) as Record<MacroEventKind, MacroDayStats>;
   const sessionMoves = (flagged: boolean) => [...reactionSessions].filter((session) => reacted.has(session) === flagged).map((session) => moves.get(session)!);
-  return { symbol: options.symbol, events, kinds, byKind, allEvents: stats(sessionMoves(false), normalAbs), earnings: stats(sessionMoves(true), normalAbs),
+  return { symbol: options.symbol, basis, events, kinds, byKind, allEvents: stats(sessionMoves(false), normalAbs), earnings: stats(sessionMoves(true), normalAbs),
     normal, start, asOf: end };
 }
 

package/src/plugins/builtin/macro-day/pane.tsx

@@ -13,7 +13,10 @@ import { useThemeColors } from "../../../theme/theme-context";
 import type { PaneProps } from "../../../types/plugin";
 import { Box } from "../../../ui";
 import { loadMacroDayEarnings, loadMacroDayHistory, loadMacroReleases, macroDayEarningsNotice } from "./client";
-import { macroDayEventLabel, macroDayStats, matchesSurprise, projectMacroDays, type MacroDayEvent, type MacroDayModel } from "./model";
+import {
+  formatMacroDayMove, macroDayEventLabel, macroDayMoveDecimals, macroDayStats, matchesSurprise, projectMacroDays, type MacroDayEvent,
+  type MacroDayModel, type MacroDayMoveBasis,
+} from "./model";
 import { MACRO_EVENT_KINDS, MACRO_EVENT_LABELS, MACRO_SURPRISE_LABELS, MACRO_SURPRISES, staleMacroReleasesNotice, type MacroEventKind,
   type MacroSurprise } from "./releases";
 
@@ -21,17 +24,13 @@ export const LOOKBACK_OPTIONS = [{ value: "1", label: "1Y" }, { value: "2", labe
 const RELEASE_OPTIONS = [{ value: "all", label: "All" }, ...MACRO_EVENT_KINDS.map((kind) => ({ value: kind, label: MACRO_EVENT_LABELS[kind] }))];
 const SURPRISE_OPTIONS = [{ value: "all", label: "All" }, ...MACRO_SURPRISES.map((surprise) => ({ value: surprise, label: MACRO_SURPRISE_LABELS[surprise] }))];
 
-function pct(value: number | null | undefined, signed = true): string {
-  if (value == null) return "--";
-  const fixed = (value * 100).toFixed(2);
-  return /[1-9]/.test(fixed) ? `${signed && value > 0 ? "+" : ""}${fixed}%` : "0.00%";
-}
 const times = (value: number | null | undefined) => value == null ? "--" : `${value.toFixed(1)}x`;
 
 const EARNINGS_MARK = "earnings";
 const DATE: DataTableColumn = { id: "date", label: "Date", width: 19, align: "left" };
-const MOVE: DataTableColumn[] = [
-  { id: "move", label: "Move", width: 9, align: "right" },
+/** The move and its multiple of a normal day's; a yield's move is in basis points, and its header says so. */
+const moveColumns = (basis: MacroDayMoveBasis): DataTableColumn[] => [
+  { id: "move", label: basis === "yield" ? "Move bp" : "Move", width: 9, align: "right" },
   { id: "multiple", label: "vs Normal", width: 10, align: "right" },
 ];
 /** What each release came out with, under the labels the economic calendar gives them. */
@@ -48,23 +47,25 @@ function figureColumns(rows: readonly MacroDayEvent[]): DataTableColumn[] {
  * With every release listed, the release's name, widened to take the earnings marker where a row has one. With one
  * selected, a column only for the marker: every row would repeat the name.
  */
-export function columnsFor(release: string, rows: readonly MacroDayEvent[]): DataTableColumn[] {
+export function columnsFor(release: string, rows: readonly MacroDayEvent[], basis: MacroDayMoveBasis = "return"): DataTableColumn[] {
   const marked = rows.some((event) => event.earnings);
-  const values = [...figureColumns(rows), ...MOVE];
+  const values = [...figureColumns(rows), ...moveColumns(basis)];
   if (release === "all") return [DATE, { id: "release", label: "Release", width: marked ? 15 : 8, align: "left" }, ...values];
   return marked ? [DATE, { id: "release", label: "Note", width: EARNINGS_MARK.length, align: "left" }, ...values] : [DATE, ...values];
 }
 
-/** By the sign the two-decimal text shows: an average that rounds to 0.00% is neither up nor down. */
-export const moveTone = (value: number | null) => value == null || !/[1-9]/.test((value * 100).toFixed(2)) ? undefined
-  : value > 0 ? "positive" as const : "negative" as const;
+/** By the sign the text shows: an average that rounds to 0.00% (or 0.0bp) is neither up nor down. */
+export const moveTone = (value: number | null, basis: MacroDayMoveBasis = "return") =>
+  value == null || !/[1-9]/.test((value * 100).toFixed(macroDayMoveDecimals(basis))) ? undefined
+    : value > 0 ? "positive" as const : "negative" as const;
 
 /** The figures over the days a surprise filter keeps: the same four as one release's. */
 function surpriseFigures(model: MacroDayModel, rows: readonly MacroDayEvent[]): StatItem[] {
   const stats = macroDayStats(rows, model.normal.meanAbs);
+  const pct = (value: number | null, signed = true) => formatMacroDayMove(value, model.basis, { signed });
   return [
     { id: "abs", label: "Avg |move|", value: pct(stats.meanAbs, false), detail: stats.count ? `${times(stats.multiple)} normal` : undefined },
-    { id: "mean", label: "Avg move", value: pct(stats.mean), tone: moveTone(stats.mean) },
+    { id: "mean", label: "Avg move", value: pct(stats.mean), tone: moveTone(stats.mean, model.basis) },
     { id: "up", label: "Up", value: stats.hitRate == null ? "--" : `${Math.round(stats.hitRate * 100)}%`,
       detail: stats.count ? `${Math.round(stats.hitRate! * stats.count)} of ${stats.count}` : undefined },
     { id: "normal", label: "Normal day", value: pct(model.normal.meanAbs, false), detail: "avg |move|" },
@@ -72,6 +73,7 @@ function surpriseFigures(model: MacroDayModel, rows: readonly MacroDayEvent[]):
 }
 
 function figures(model: MacroDayModel, release: string): StatItem[] {
+  const pct = (value: number | null, signed = true) => formatMacroDayMove(value, model.basis, { signed });
   const normal: StatItem = { id: "normal", label: "Normal day", value: pct(model.normal.meanAbs, false), detail: "avg |move|" };
   if (release === "all") {
     return [...model.kinds.map((kind): StatItem => {
@@ -84,7 +86,7 @@ function figures(model: MacroDayModel, release: string): StatItem[] {
   const stats = model.byKind[release as MacroEventKind];
   return [
     { id: "abs", label: "Avg |move|", value: pct(stats.meanAbs, false), detail: stats.count ? `${times(stats.multiple)} normal` : undefined },
-    { id: "mean", label: "Avg move", value: pct(stats.mean), tone: moveTone(stats.mean) },
+    { id: "mean", label: "Avg move", value: pct(stats.mean), tone: moveTone(stats.mean, model.basis) },
     { id: "up", label: "Up", value: stats.hitRate == null ? "--" : `${Math.round(stats.hitRate * 100)}%`,
       detail: stats.count ? `${Math.round(stats.hitRate! * stats.count)} of ${stats.count}` : undefined },
     normal,
@@ -123,7 +125,7 @@ export function MacroDayPane({ width, height, focused }: PaneProps) {
     && matchesSurprise(event, surprise)) : [], [model, release, surprise]);
   const stats = useMemo(() => !model?.events.length ? [] : surprise === "all" ? figures(model, release) : surpriseFigures(model, rows),
     [model, release, surprise, rows]);
-  const columns = useMemo(() => columnsFor(release, rows), [release, rows]);
+  const columns = useMemo(() => columnsFor(release, rows, model?.basis), [model?.basis, release, rows]);
 
   usePaneNoticeFooter({ registrationId: "macro-day-notices", focused,
     notices: [...new Set([identityError, history.error, history.data?.error, releasesNotice, earningsNotice].filter((value): value is string => !!value))] });
@@ -141,9 +143,14 @@ export function MacroDayPane({ width, height, focused }: PaneProps) {
       : event.figures?.surprise === "cool" ? colors.negative : undefined };
     if (column.id === "forecast") return { text: event.figures?.forecast ?? "" };
     if (column.id === "prior") return { text: event.figures?.prior ?? "" };
-    if (column.id === "move") return { text: pct(event.move), value: event.move * 100, color: shownPriceColor(event.move * 100, 2, colors) };
+    if (column.id === "move") {
+      const basis = model?.basis ?? "return";
+      // Under a column headed bp, a yield's move is the number alone.
+      return { text: formatMacroDayMove(event.move, basis, { unit: false }), value: event.move * 100,
+        color: shownPriceColor(event.move * 100, macroDayMoveDecimals(basis), colors) };
+    }
     return { text: times(event.multiple), value: event.multiple };
-  }, [colors, release]);
+  }, [colors, model?.basis, release]);
 
   const contentHeight = Math.max(4, height - 1 - statGridRows(stats, width));
   const key = (event: MacroDayEvent) => `${event.kind}:${event.date}`;
@@ -162,7 +169,8 @@ export function MacroDayPane({ width, height, focused }: PaneProps) {
           getItemKey={key} emptyStateTitle={surprise === "all" ? "No release days." : `No ${MACRO_SURPRISE_LABELS[surprise].toLowerCase()} prints.`} sortColumnId={null} sortDirection="desc" selectedTextOverridesCellColor
           selection={{ kind: "id", selectedId: selectedRow, getId: key, onChange: (id) => setSelectedRow(id) }}
           getExportMetadata={() => [["symbol", model.symbol], ["from", model.start ?? ""], ["to", model.asOf ?? ""],
-            ["units", "percent, close to close on the release day"]]}
+            ["units", model.basis === "yield" ? "percentage points of yield, close to close on the release day"
+              : "percent, close to close on the release day"]]}
           renderCell={renderCell} />
       </> : null}
     </PaneStatusBody>}

package/src/plugins/builtin/market-movers/client.ts

@@ -6,6 +6,7 @@ import type {
 } from "../../../api-client/market-movers";
 import type { DataProvider } from "../../../types/data-provider";
 import { logFailure } from "../../../utils/log-failure";
+import { savedCopyMark } from "../../../data/saved-copies";
 import {
   CATEGORY_MAP,
   moverRegularSession,
@@ -113,10 +114,12 @@ export async function loadMarketMoverTab(
     const trending = await dependencies.fetchTrending(LIST_ROWS, fetchOptions);
     const hydrated = await hydrateTrending(trending.data, provider);
     return {
+      ...savedCopyMark(trending),
       tab,
       ...hydrated,
       source: "gloom",
       stale: trending.stale || !!hydrated.unavailableSymbols?.length,
+      ...(trending.savedAt != null ? { savedAt: trending.savedAt } : {}),
     };
   }
   const category = CATEGORY_MAP[tab];

package/src/plugins/builtin/market-movers/headless.ts

@@ -15,6 +15,7 @@ import { EXTENDED_SESSION_LABELS, type ExtendedSession } from "../../../market-d
 import type { HeadlessPaneColumn } from "../../../types/headless";
 import { isSessionTab, resolveSide } from "./session";
 import { hasPartialFloat, minFloatShares, normalizeMinFloat, PARTIAL_FLOAT_NOTE } from "./min-float";
+import { savedCopyMark } from "../../../data/saved-copies";
 
 const rowPrice = (value: unknown, row: Record<string, unknown>) => formatMoverPrice(typeof value === "number" ? value : null, typeof row.currency === "string" ? row.currency : "", moverReferencePrice(row as unknown as MarketMoverRow));
 
@@ -197,7 +198,8 @@ export function createMarketMoversHeadless(
         rows,
         ...(quoteError ? { complete: false, unavailableSymbols: result.unavailableSymbols, errors: [quoteError] } : {}),
         ...(notes.length > 0 ? { notes } : {}),
-        metadata: { list: tab, source: result.source, stale: result.stale, rankedBy, minFloat: floatFiltered ? minFloat : null },
+        // A list served from a saved copy ends with when it was saved.
+        metadata: { ...savedCopyMark(result), list: tab, source: result.source, stale: result.stale, rankedBy, minFloat: floatFiltered ? minFloat : null },
         // A Pro account's Gainers, Losers and Most Active are the real-time lists.
         ...(result.source === "cloud" ? { freshness: { status: "live" as const } } : {}),
       };

package/src/plugins/builtin/market-movers/index.tsx

@@ -2,6 +2,8 @@ import { Box, useUiCapabilities } from "../../../ui";
 import { nextHeaderSort } from "../../../utils/sort-values";
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
 import { DataTableView, EmptyState, QueryBar, usePaneFooter, usePaneTabs, type DataTableKeyEvent } from "../../../components";
+import { savedCopyFooterInfo } from "../../../components/layout/pane/footer";
+import { STALE_SEGMENT } from "../../../components/layout/pane/status-footer";
 import { handleRefreshKey } from "../../../components/data-table/table-pane";
 import type { PaneProps } from "../../../types/plugin";
 import type { PluginModule } from "../plugin-module";
@@ -167,6 +169,8 @@ function ScreenerMoversBody({ activeTab, focused, width, summaryQuotes, liveStre
   const [selectedSymbol, setSelectedSymbol] = useState<string | null>(null);
   const [sortPreference, setSortPreference] = useState<MarketMoverSortPreference>(DEFAULT_SORT_PREFERENCE);
   const [moversStale, setMoversStale] = useState(false);
+  // The list's refresh failed and a copy saved at this time (ms) answered instead.
+  const [moversSavedAt, setMoversSavedAt] = useState<number | null>(null);
   const [lastSuccess, setLastSuccess] = useState<{ key: string; at: number } | null>(null);
 
   const fetchGenRef = useRef(0);
@@ -241,11 +245,13 @@ function ScreenerMoversBody({ activeTab, focused, width, summaryQuotes, liveStre
         if (!options?.background) setSelectedSymbol(null);
       }
       setMoversStale(result.stale);
+      setMoversSavedAt(result.savedAt ?? null);
       setLoadError(quoteError);
       if (!quoteError && !result.stale) setLastSuccess({ key: `${tab}:${minFloat ?? ""}`, at: Date.now() });
     } catch {
       if (fetchGenRef.current !== gen) return;
       setMoversStale(true);
+      setMoversSavedAt(null);
       setLoadError("Market movers temporarily unavailable");
     }
     finally {
@@ -288,14 +294,13 @@ function ScreenerMoversBody({ activeTab, focused, width, summaryQuotes, liveStre
         id: "feed",
         parts: [{ text: feedStatus, tone: feedStatus === "live" ? "value" as const : "muted" as const }],
       }] : []),
-      ...(moversStale && loadedKey === listKey ? [{
-        id: "stale",
-        parts: [{ text: "stale", tone: "muted" as const }],
-      }] : []),
+      // A saved copy answering a failed refresh says when it was saved; other stale rows say only that.
+      ...(loadedKey === listKey ? savedCopyFooterInfo([moversSavedAt]) : []),
+      ...(moversStale && moversSavedAt == null && loadedKey === listKey ? [STALE_SEGMENT] : []),
       // The FLOAT column shows while a minimum is set; a float the source does not date says so once.
       ...partialFloatFooter(columns.some((column) => column.id === "floatShares"), rows),
     ],
-  }), [columns, feedStatus, listKey, loadedKey, loadError, loading, moversStale, rows, summaryQuotes]);
+  }), [columns, feedStatus, listKey, loadedKey, loadError, loading, moversStale, moversSavedAt, rows, summaryQuotes]);
 
   return (
     <DataTableView<MarketMoverRow, MarketMoverColumn>

package/src/plugins/builtin/market-movers/screener.ts

@@ -2,8 +2,10 @@ import type { ScreenerQuote } from "../../../api-client/market-discovery";
 export type { ScreenerQuote } from "../../../api-client/market-discovery";
 import { resolveCurrencyUnit } from "../../../utils/currency-units";
 import { logFailure } from "../../../utils/log-failure";
+import { savedCopyMark, servedFromSavedCopy } from "../../../data/saved-copies";
 import type { PluginPersistence } from "../../../types/plugin";
 import { apiClient } from "../../../api-client";
+import { isTransientFailure, sourceDidNotAnswer } from "../../../api-client/errors";
 import type {
   CloudMarketResponse,
   CloudMarketScreenerCategory,
@@ -68,7 +70,7 @@ function shouldUseCache(api: MarketScreenerApi, options?: FetchCacheOptions): bo
   return options?.cache === true || (options?.cache !== false && api === screenerApi);
 }
 
-function readCache<T>(key: string, options?: { allowExpired?: boolean }): { data: T; stale: boolean } | null {
+function readCache<T>(key: string, options?: { allowExpired?: boolean }): { data: T; stale: boolean; fetchedAt: number } | null {
   const record = marketMoversPersistence?.getResource<CachedResult<T>>(CACHE_KIND, key, {
     sourceKey: CACHE_SOURCE,
     schemaVersion: CACHE_SCHEMA_VERSION,
@@ -79,6 +81,7 @@ function readCache<T>(key: string, options?: { allowExpired?: boolean }): { data
   return {
     data: record.value.data,
     stale: record.value.stale || !!record.stale || failedFetches.has(key),
+    fetchedAt: record.fetchedAt,
   };
 }
 
@@ -94,6 +97,8 @@ function writeCache<T>(key: string, data: T): void {
 export interface CachedResult<T> {
   data: T;
   stale: boolean;
+  /** Its refresh failed and the copy saved at this time (ms) answered instead. */
+  savedAt?: number;
 }
 
 async function loadCached<T>(
@@ -117,10 +122,13 @@ async function loadCached<T>(
       return result;
     })
     .catch((error) => {
-      // Serving the expired copy is right; hiding that it is expired is not.
-      if (fallback) {
-        failedFetches.add(key);
-        return { data: fallback.data, stale: true };
+      // The next read asks again rather than read the saved copy as current.
+      if (fallback) failedFetches.add(key);
+      // Serving the expired copy is right for a failure asking again may get past; hiding that it is
+      // expired is not. A command that shows it ends with when the copy was saved. A refusal or a
+      // reply that fails validation is the error, saved copy or not.
+      if (fallback && isTransientFailure(error)) {
+        return servedFromSavedCopy({ data: fallback.data, stale: true, savedAt: fallback.fetchedAt }, fallback.fetchedAt);
       }
       throw error;
     })
@@ -143,6 +151,8 @@ export interface MarketMoversResult {
   quotes: ScreenerQuote[];
   source: MarketMoversDataSource;
   stale: boolean;
+  /** Its refresh failed and the list saved at this time (ms) answered instead. */
+  savedAt?: number;
 }
 
 export interface PreferredMarketMoverSources {
@@ -265,6 +275,8 @@ export async function fetchScreenerResult(
   const session = category === "most_actives" ? undefined : options?.session;
   const load = async () => {
     const response = await api.getMarketMovers(category, count, options?.forceRefresh, session);
+    // The service's own source did not answer this time: a saved list answers, as it does a 5xx.
+    if (!response.data && response.status === "retryable_error") throw sourceDidNotAnswer("Market movers temporarily unavailable");
     if (!response.data) throw new Error("Invalid market movers response");
     return { data: parseScreenerResponse(response.data), stale: response.stale === true || response.data.stale === true };
   };
@@ -389,7 +401,13 @@ export async function fetchPreferredMarketMovers(
   const eligibility = sources.isCloudEligible();
   if (!(typeof eligibility === "boolean" ? eligibility : await eligibility)) {
     const result = await sources.fetchMarket(category, count, options);
-    return { quotes: rankScreenerQuotes(category, result.data), source: "gloom", stale: result.stale };
+    return {
+      ...savedCopyMark(result),
+      quotes: rankScreenerQuotes(category, result.data),
+      source: "gloom",
+      stale: result.stale,
+      ...(result.savedAt != null ? { savedAt: result.savedAt } : {}),
+    };
   }
 
   const marketMetadata = sources.fetchMarket(
@@ -425,9 +443,11 @@ export async function fetchPreferredMarketMovers(
 
   const fallback = await marketMetadata;
   return {
+    ...savedCopyMark(fallback),
     quotes: rankScreenerQuotes(category, fallback.data),
     source: "gloom",
     stale: fallback.stale,
+    ...(fallback.savedAt != null ? { savedAt: fallback.savedAt } : {}),
   };
 }
 
@@ -444,6 +464,7 @@ export async function fetchTrendingResult(
   const load = async () => {
     const response = await (api.getMarketTrending ?? apiClient.getMarketTrending)(count);
     if (response.status === "empty") return { data: [], stale: response.stale === true };
+    if (!response.data && response.status === "retryable_error") throw sourceDidNotAnswer("Market trends temporarily unavailable");
     if (!response.data) throw new Error("Market trends unavailable");
     return { data: parseTrendingResponse(response.data), stale: response.stale === true };
   };

package/src/plugins/builtin/market-movers/session-body.tsx

@@ -6,6 +6,7 @@ import type {
 } from "../../../api-client/market-movers";
 import { usePlanAccess } from "../../../api-client/plan-access";
 import { DataTableView, EmptyState, QueryBar, usePaneFooter, type DataTableKeyEvent } from "../../../components";
+import { STALE_SEGMENT } from "../../../components/layout/pane/status-footer";
 import { handleRefreshKey } from "../../../components/data-table/table-pane";
 import {
   buildScreenerQuoteTargets,
@@ -201,7 +202,7 @@ function SessionMoversTable({ view, session, focused, width, summaryQuotes, live
         id: "feed",
         parts: [{ text: feedStatus, tone: feedStatus === "live" ? "value" as const : "muted" as const }],
       }] : []),
-      ...(payload?.stale ? [{ id: "stale", parts: [{ text: "stale", tone: "muted" as const }] }] : []),
+      ...(payload?.stale ? [STALE_SEGMENT] : []),
       // A float the source does not date says so once, while the FLOAT column shows.
       ...partialFloatFooter(columns.some((column) => column.id === "floatShares"), rows),
     ],

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

@@ -1,6 +1,7 @@
 import type { MnaDealsParams, MnaRegionFilter, MnaStatusFilter, MnaTargetFilter } from "../../../api-client/mna";
 import type { HeadlessPaneColumn, HeadlessPaneDefinition } from "../../../types/plugin";
 import { fetchMnaDeals } from "./client";
+import { companyDataNotes } from "../../../types/company-from";
 import { dealsSymbol, formatDealValue, formatExpectedClose, stageLabel, termsLabel } from "./model";
 import { REPORT_ROWS } from "../shared/headless-options";
 
@@ -92,6 +93,7 @@ export const mnaHeadless: HeadlessPaneDefinition<"rows"> = {
         headline: deal.headline,
       })),
       errors: payload.lockedDeals > 0 ? [`${payload.lockedDeals} deals from the last ${payload.delayDays} days need Gloom Pro`] : [],
+      ...(payload.companyFrom ? { notes: companyDataNotes(payload.companyFrom) } : {}),
       metadata: {
         asOf: payload.asOf, access: payload.access, delayDays: payload.delayDays, hasMore: payload.hasMore,
       },

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

@@ -12,7 +12,7 @@ import {
   type PaneHint,
   type SelectControl,
 } from "../../../components";
-import { usePaneStatusFooter } from "../../../components/layout/pane/status-footer";
+import { useCompanyDataFooter, usePaneStatusFooter } from "../../../components/layout/pane/status-footer";
 import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
 import { isAccessDenied } from "../../../api-client/errors";
 import type {
@@ -337,6 +337,8 @@ function MnaDealsView({ focused, width, height, symbol }: {
     hints,
   });
   usePaneFooter("mna:access", () => (access.segment && !openId ? { order: 5, info: [access.segment] } : null), [access.segment, openId]);
+  // A receipt's or foreign line's deals include its company's, read from the home line.
+  useCompanyDataFooter(data?.companyFrom, !openId);
 
   const placeholder = blendHex(colors.bg, colors.textMuted, 0.35);
   const renderCell = useCallback((item: Item, column: DataTableColumn, _index: number, state: { selected: boolean }): DataTableCell => {

package/src/plugins/builtin/money-markets/series.ts

@@ -1,6 +1,6 @@
 import type { MoneyMarketObservation } from "../../../api-client/money-markets";
 import type { SeriesDefinition } from "../../../series/types";
-import { cachedSeriesWarning } from "../shared/series-warning";
+import { cachedSeriesNote } from "../shared/series-warning";
 import { loadMoneyMarkets } from "./client";
 
 function observations(history: readonly MoneyMarketObservation[]) {
@@ -21,8 +21,7 @@ export const MONEY_MARKET_SERIES: readonly SeriesDefinition[] = [
     tags: ["liquidity", "Fed balance sheet", "TGA", "RRP", "money markets"],
     load: async () => {
       const resource = await loadMoneyMarkets();
-      const warning = cachedSeriesWarning(resource);
-      return { points: observations(resource.payload.netLiquidity.history), ...(warning ? { warning } : {}) };
+      return { points: observations(resource.payload.netLiquidity.history), ...cachedSeriesNote(resource) };
     },
   },
   {
@@ -34,8 +33,7 @@ export const MONEY_MARKET_SERIES: readonly SeriesDefinition[] = [
     tags: ["bills", "curve", "money markets"],
     load: async () => {
       const resource = await loadMoneyMarkets();
-      const warning = cachedSeriesWarning(resource);
-      return { points: observations(resource.payload.billsCurve.slope.history), ...(warning ? { warning } : {}) };
+      return { points: observations(resource.payload.billsCurve.slope.history), ...cachedSeriesNote(resource) };
     },
   },
 ];

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

@@ -12,6 +12,7 @@ import {
   type CloudNewsRead,
 } from "../../../sources/gloomberb-cloud/news";
 import { parsePublicTickerKey } from "../../../utils/exchanges";
+import { companyDataNotes, readCompanyFrom } from "../../../types/company-from";
 import { formatUtcSeconds } from "../../../utils/utc-time";
 import { cloudNewsFreshness, cloudRealtimeAccess } from "../shared/report-freshness";
 import { REPORT_FILTER, REPORT_ROWS } from "../shared/headless-options";
@@ -95,7 +96,8 @@ function projectNewsHeadless(
     // A coin pair no story is filed under shows the stories that mention the coin, and says so.
     ...(response.searchedFor && args.symbols[0]
       ? { notes: [coinNewsFallbackNotice(parsePublicTickerKey(args.symbols[0]).symbol, response.searchedFor)] }
-      : {}),
+      // A receipt's or foreign line's stories are its company's, read from the home line.
+      : response.companyFrom ? { notes: companyDataNotes(readCompanyFrom(response.companyFrom)) } : {}),
     metadata: {
       nextCursor: response.nextCursor,
       sentiment,

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

@@ -6,6 +6,7 @@ import { instrumentFromTicker } from "../../../market-data/request-types";
 import { useCallback } from "react";
 import { useDebouncedPluginPaneState, usePluginPaneState } from "../../runtime";
 import { EmptyState, PaneStatusBody, QueryBar, usePaneNoticeFooter } from "../../../components";
+import { useCompanyDataFooter } from "../../../components/layout/pane/status-footer";
 import { coinNewsFallbackNotice } from "../../../sources/gloomberb-cloud/news";
 import { newsMuteSettingsDef, newsMutesApplyToFeed, useNewsMuteFilter } from "./wire/mutes";
 import { newsListEmptyCopy } from "./wire/filter-articles";
@@ -114,6 +115,8 @@ function TickerNewsView({ width, height, focused }: { width: number; height: num
     onPopOut: readableArticle ? popOutReadable : undefined,
     feedAccess: newsState.access,
   });
+  // A receipt's or foreign line's stories are its company's, read from the home line.
+  useCompanyDataFooter(newsState.companyFrom, !detailOpen);
 
   if (!ticker) {
     return (