gloomberb 0.7.5 → 0.8.1

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

@@ -1,962 +1,6 @@
-import { useCallback, useEffect, useMemo, useRef, useState, type CSSProperties } from "react";
-import { Box, Text, TextAttributes, useUiCapabilities } from "../../../ui";
-import {
-  DataTableView,
-  Tabs,
-  usePaneFooter,
-  usePaneTicker,
-  type DataTableCell,
-  type DataTableColumn,
-  type DataTableKeyEvent,
-} from "../../../components";
-import { useShortcut } from "../../../react/input";
-import { blendHex, colors, priceColor } from "../../../theme/colors";
-import { blendForContrast, higherContrast } from "../../../theme/color-utils";
-import type { HolderData, HolderRecord } from "../../../types/financials";
 import type { GloomPlugin } from "../../../types/plugin";
-import { formatCompact, formatPercent, formatPercentRaw, padTo } from "../../../utils/format";
-import { isPlainKey } from "../../../utils/keyboard";
-import { useAssetData, usePluginPaneState } from "../../plugin-runtime";
-import { createTickerSurfacePaneTemplate } from "../ticker-surface";
-
-type ViewMode = "table" | "chart";
-type HolderColumnId = "holder" | "value" | "shares" | "changeShares" | "changePercent" | "percentHeld" | "reportDate";
-type HolderColumn = DataTableColumn & { id: HolderColumnId };
-type SortDirection = "asc" | "desc";
-type PreventableMouseEvent = { preventDefault(): void };
-
-interface SortPreference {
-  columnId: HolderColumnId;
-  direction: SortDirection;
-}
-
-interface HolderRow extends HolderRecord {
-  id: string;
-}
-
-interface TileLayout {
-  row: HolderRow;
-  x: number;
-  y: number;
-  width: number;
-  height: number;
-}
-
-interface WeightedTreemapItem {
-  row: HolderRow;
-  weight: number;
-  area: number;
-}
-
-interface TreemapGroup {
-  items: WeightedTreemapItem[];
-  weight: number;
-}
-
-interface FloatRect {
-  x: number;
-  y: number;
-  width: number;
-  height: number;
-}
-
-interface FloatTileLayout {
-  row: HolderRow;
-  x: number;
-  y: number;
-  width: number;
-  height: number;
-}
-
-const DEFAULT_SORT: SortPreference = {
-  columnId: "value",
-  direction: "desc",
-};
-
-const VIEW_TABS: Array<{ label: string; value: ViewMode }> = [
-  { label: "Table", value: "table" },
-  { label: "Chart", value: "chart" },
-];
-
-function formatMoneyCompact(value: number | undefined, currency = "USD"): string {
-  if (value == null) return "-";
-  if (currency === "USD") {
-    const sign = value < 0 ? "-" : "";
-    return `${sign}$${formatCompact(Math.abs(value))}`;
-  }
-  return `${formatCompact(value)} ${currency}`;
-}
-
-function formatMaybePercent(value: number | undefined): string {
-  if (value == null) return "-";
-  return Math.abs(value) <= 1 ? formatPercent(value) : formatPercentRaw(value);
-}
-
-export function resolveHolderOwnershipPercent(row: Pick<HolderRecord, "percentHeld" | "value">, marketCap: number | undefined): number | undefined {
-  if (row.percentHeld != null) return row.percentHeld;
-  if (row.value == null || row.value < 0 || marketCap == null || marketCap <= 0) return undefined;
-  return row.value / marketCap;
-}
-
-export function formatHolderOwnershipPercent(value: number | undefined): string {
-  if (value == null) return "-";
-  const percent = Math.abs(value) <= 1 ? value * 100 : value;
-  return `${percent.toFixed(2)}%`;
-}
-
-function formatHolderOwnershipLine(row: HolderRow, marketCap: number | undefined): string | null {
-  const ownership = resolveHolderOwnershipPercent(row, marketCap);
-  return ownership == null ? null : `${formatHolderOwnershipPercent(ownership)} held`;
-}
-
-function formatSignedCompact(value: number | undefined): string {
-  if (value == null) return "-";
-  const sign = value > 0 ? "+" : "";
-  return `${sign}${formatCompact(value)}`;
-}
-
-function displayDate(value: string | undefined): string {
-  return value?.slice(0, 10) ?? "-";
-}
-
-function rowWeight(row: HolderRow): number {
-  return Math.max(row.value ?? row.shares ?? 0, 0);
-}
-
-function buildRows(data: HolderData | null): HolderRow[] {
-  return (data?.holders ?? []).map((holder, index) => ({
-    ...holder,
-    id: `${holder.ownerType}:${holder.name}:${holder.reportDate ?? ""}:${index}`,
-  }));
-}
-
-function buildColumns(width: number): HolderColumn[] {
-  const valueWidth = 10;
-  const sharesWidth = 10;
-  const changeWidth = 10;
-  const changePercentWidth = 8;
-  const heldWidth = 7;
-  const dateWidth = 10;
-  const columnCount = 7;
-  const fixedWidth = valueWidth + sharesWidth + changeWidth + changePercentWidth + heldWidth + dateWidth;
-  const holderWidth = Math.max(16, width - 2 - columnCount - fixedWidth);
-
-  return [
-    { id: "holder", label: "HOLDER", width: holderWidth, align: "left" },
-    { id: "value", label: "VALUE", width: valueWidth, align: "right" },
-    { id: "shares", label: "AMOUNT", width: sharesWidth, align: "right" },
-    { id: "changeShares", label: "CHG", width: changeWidth, align: "right" },
-    { id: "changePercent", label: "CHG%", width: changePercentWidth, align: "right" },
-    { id: "percentHeld", label: "HELD", width: heldWidth, align: "right" },
-    { id: "reportDate", label: "DATE", width: dateWidth, align: "right" },
-  ];
-}
-
-function sortValue(row: HolderRow, columnId: HolderColumnId, marketCap?: number): string | number | null {
-  switch (columnId) {
-    case "holder":
-      return row.name;
-    case "value":
-      return row.value ?? null;
-    case "shares":
-      return row.shares ?? null;
-    case "changeShares":
-      return row.changeShares ?? null;
-    case "changePercent":
-      return row.changePercent ?? null;
-    case "percentHeld":
-      return resolveHolderOwnershipPercent(row, marketCap) ?? null;
-    case "reportDate":
-      return row.reportDate ?? null;
-  }
-}
-
-function compareSortValues(
-  left: string | number | null,
-  right: string | number | null,
-  direction: SortDirection,
-): number {
-  if (left == null && right == null) return 0;
-  if (left == null) return 1;
-  if (right == null) return -1;
-
-  const comparison = typeof left === "string" && typeof right === "string"
-    ? left.localeCompare(right)
-    : Number(left) - Number(right);
-  return direction === "asc" ? comparison : -comparison;
-}
-
-function sortRows(rows: HolderRow[], preference: SortPreference, marketCap?: number): HolderRow[] {
-  return [...rows].sort((left, right) => compareSortValues(
-    sortValue(left, preference.columnId, marketCap),
-    sortValue(right, preference.columnId, marketCap),
-    preference.direction,
-  ));
-}
-
-function nextSortPreference(current: SortPreference, columnId: string): SortPreference {
-  const typedColumnId = columnId as HolderColumnId;
-  if (current.columnId !== typedColumnId) {
-    return {
-      columnId: typedColumnId,
-      direction: typedColumnId === "holder" || typedColumnId === "reportDate" ? "asc" : "desc",
-    };
-  }
-  return {
-    columnId: typedColumnId,
-    direction: current.direction === "asc" ? "desc" : "asc",
-  };
-}
-
-function worstAspectRatio(items: WeightedTreemapItem[], sideLength: number): number {
-  if (items.length === 0 || sideLength <= 0) return Number.POSITIVE_INFINITY;
-  const areaSum = items.reduce((sum, item) => sum + item.area, 0);
-  const minArea = Math.min(...items.map((item) => item.area));
-  const maxArea = Math.max(...items.map((item) => item.area));
-  if (areaSum <= 0 || minArea <= 0) return Number.POSITIVE_INFINITY;
-
-  const sideSquared = sideLength * sideLength;
-  return Math.max(
-    (sideSquared * maxArea) / (areaSum * areaSum),
-    (areaSum * areaSum) / (sideSquared * minArea),
-  );
-}
-
-function layoutFloatGroup(items: WeightedTreemapItem[], rect: FloatRect): FloatRect {
-  const areaSum = items.reduce((sum, item) => sum + item.area, 0);
-  if (areaSum <= 0 || rect.width <= 0 || rect.height <= 0) return rect;
-
-  if (rect.width >= rect.height) {
-    const columnWidth = Math.min(rect.width, areaSum / rect.height);
-    return {
-      x: rect.x + columnWidth,
-      y: rect.y,
-      width: Math.max(0, rect.width - columnWidth),
-      height: rect.height,
-    };
-  }
-
-  const rowHeight = Math.min(rect.height, areaSum / rect.width);
-  return {
-    x: rect.x,
-    y: rect.y + rowHeight,
-    width: rect.width,
-    height: Math.max(0, rect.height - rowHeight),
-  };
-}
-
-function buildSquarifiedGroups(items: WeightedTreemapItem[], width: number, height: number): TreemapGroup[] {
-  const groups: TreemapGroup[] = [];
-  let rect: FloatRect = { x: 0, y: 0, width, height };
-  let index = 0;
-
-  while (index < items.length && rect.width > 0 && rect.height > 0) {
-    const group: WeightedTreemapItem[] = [];
-    let currentWorst = Number.POSITIVE_INFINITY;
-    const sideLength = Math.min(rect.width, rect.height);
-
-    while (index < items.length) {
-      const candidate = items[index]!;
-      const nextGroup = [...group, candidate];
-      const nextWorst = worstAspectRatio(nextGroup, sideLength);
-      if (group.length > 0 && nextWorst > currentWorst) break;
-      group.push(candidate);
-      currentWorst = nextWorst;
-      index += 1;
-    }
-
-    groups.push({
-      items: group,
-      weight: group.reduce((sum, item) => sum + item.weight, 0),
-    });
-    rect = layoutFloatGroup(group, rect);
-  }
-
-  return groups;
-}
-
-function layoutFloatTiles(groups: TreemapGroup[], width: number, height: number, cellAspect: number): FloatTileLayout[] {
-  const tiles: FloatTileLayout[] = [];
-  let rect: FloatRect = { x: 0, y: 0, width, height };
-
-  for (const group of groups) {
-    const areaSum = group.items.reduce((sum, item) => sum + item.area, 0);
-    if (areaSum <= 0 || rect.width <= 0 || rect.height <= 0) break;
-
-    if (rect.width >= rect.height) {
-      const columnWidth = Math.min(rect.width, areaSum / rect.height);
-      let itemY = rect.y;
-      for (const item of group.items) {
-        const itemHeight = Math.min(rect.y + rect.height - itemY, item.area / columnWidth);
-        tiles.push({
-          row: item.row,
-          x: rect.x,
-          y: itemY / cellAspect,
-          width: columnWidth,
-          height: itemHeight / cellAspect,
-        });
-        itemY += itemHeight;
-      }
-      rect = {
-        x: rect.x + columnWidth,
-        y: rect.y,
-        width: Math.max(0, rect.width - columnWidth),
-        height: rect.height,
-      };
-    } else {
-      const rowHeight = Math.min(rect.height, areaSum / rect.width);
-      let itemX = rect.x;
-      for (const item of group.items) {
-        const itemWidth = Math.min(rect.x + rect.width - itemX, item.area / rowHeight);
-        tiles.push({
-          row: item.row,
-          x: itemX,
-          y: rect.y / cellAspect,
-          width: itemWidth,
-          height: rowHeight / cellAspect,
-        });
-        itemX += itemWidth;
-      }
-      rect = {
-        x: rect.x,
-        y: rect.y + rowHeight,
-        width: rect.width,
-        height: Math.max(0, rect.height - rowHeight),
-      };
-    }
-  }
-
-  return tiles.filter((tile) => tile.width > 0 && tile.height > 0);
-}
-
-export function buildTreemapRects(rows: HolderRow[], width: number, height: number, cellAspect = 1): FloatTileLayout[] {
-  if (width <= 0 || height <= 0) return [];
-  const weightedRows = rows
-    .map((row) => ({ row, weight: rowWeight(row) }))
-    .filter((item) => item.weight > 0)
-    .slice(0, Math.max(1, Math.min(80, width * height)));
-  const totalWeight = weightedRows.reduce((sum, item) => sum + item.weight, 0);
-  if (totalWeight <= 0) return [];
-
-  const normalizedCellAspect = Math.max(0.25, cellAspect);
-  const normalizedHeight = height * normalizedCellAspect;
-  const totalArea = width * normalizedHeight;
-  const weightedItems: WeightedTreemapItem[] = weightedRows.map((item) => ({
-    ...item,
-    area: item.weight / totalWeight * totalArea,
-  }));
-  const groups = buildSquarifiedGroups(weightedItems, width, normalizedHeight);
-  return layoutFloatTiles(groups, width, normalizedHeight, normalizedCellAspect);
-}
-
-function allocateLengths(totalLength: number, weights: number[]): number[] {
-  if (weights.length === 0 || totalLength <= 0) return [];
-  const totalWeight = weights.reduce((sum, weight) => sum + weight, 0);
-  let remainingLength = totalLength;
-  let remainingWeight = totalWeight;
-
-  return weights.map((weight, index) => {
-    const remainingItems = weights.length - index;
-    if (remainingItems === 1) return remainingLength;
-    const ideal = remainingWeight > 0 ? Math.round(remainingLength * weight / remainingWeight) : 1;
-    const length = Math.max(1, Math.min(remainingLength - (remainingItems - 1), ideal));
-    remainingLength -= length;
-    remainingWeight -= weight;
-    return length;
-  });
-}
-
-export function buildTreemap(rows: HolderRow[], width: number, height: number, cellAspect = 1): TileLayout[] {
-  if (width <= 0 || height <= 0) return [];
-  const weightedRows = rows
-    .map((row) => ({ row, weight: rowWeight(row) }))
-    .filter((item) => item.weight > 0)
-    .slice(0, Math.max(1, Math.min(80, width * height)));
-  const totalWeight = weightedRows.reduce((sum, item) => sum + item.weight, 0);
-  if (totalWeight <= 0) return [];
-
-  const normalizedCellAspect = Math.max(0.25, cellAspect);
-  const normalizedHeight = height * normalizedCellAspect;
-  const totalArea = width * normalizedHeight;
-  const weightedItems: WeightedTreemapItem[] = weightedRows.map((item) => ({
-    ...item,
-    area: item.weight / totalWeight * totalArea,
-  }));
-  const groups = buildSquarifiedGroups(weightedItems, width, normalizedHeight);
-  const tiles: TileLayout[] = [];
-
-  let x = 0;
-  let y = 0;
-  let remainingWidth = width;
-  let remainingHeight = height;
-  let remainingWeight = groups.reduce((sum, group) => sum + group.weight, 0);
-
-  groups.forEach((group, groupIndex) => {
-    if (remainingWidth <= 0 || remainingHeight <= 0) return;
-    const isLastGroup = groupIndex === groups.length - 1;
-    const remainingNormalizedHeight = remainingHeight * normalizedCellAspect;
-
-    if (remainingWidth >= remainingNormalizedHeight) {
-      const columnWidth = isLastGroup
-        ? remainingWidth
-        : Math.max(1, Math.min(remainingWidth - 1, Math.round(remainingWidth * group.weight / remainingWeight)));
-      const heights = allocateLengths(remainingHeight, group.items.map((item) => item.weight));
-      let tileY = y;
-      group.items.forEach((item, itemIndex) => {
-        const tileHeight = heights[itemIndex] ?? 0;
-        if (tileHeight > 0) {
-          tiles.push({ row: item.row, x, y: tileY, width: columnWidth, height: tileHeight });
-        }
-        tileY += tileHeight;
-      });
-      x += columnWidth;
-      remainingWidth -= columnWidth;
-    } else {
-      const rowHeight = isLastGroup
-        ? remainingHeight
-        : Math.max(1, Math.min(remainingHeight - 1, Math.round(remainingHeight * group.weight / remainingWeight)));
-      const widths = allocateLengths(remainingWidth, group.items.map((item) => item.weight));
-      let tileX = x;
-      group.items.forEach((item, itemIndex) => {
-        const tileWidth = widths[itemIndex] ?? 0;
-        if (tileWidth > 0) {
-          tiles.push({ row: item.row, x: tileX, y, width: tileWidth, height: rowHeight });
-        }
-        tileX += tileWidth;
-      });
-      y += rowHeight;
-      remainingHeight -= rowHeight;
-    }
-
-    remainingWeight -= group.weight;
-  });
-
-  return tiles.filter((tile) => tile.width > 0 && tile.height > 0);
-}
-
-function tileColor(row: HolderRow): string {
-  if (row.changePercent == null) return colors.neutral;
-  return priceColor(row.changePercent);
-}
-
-function desktopTileColor(row: HolderRow): string {
-  if (row.changePercent == null || row.changePercent === 0) {
-    return colors.neutral;
-  }
-  const intensity = Math.max(0.38, Math.min(0.88, Math.log1p(Math.abs(row.changePercent)) / Math.log1p(30)));
-  return blendHex(colors.panel, row.changePercent > 0 ? colors.positive : colors.negative, intensity);
-}
-
-const TILE_TEXT_MIN_CONTRAST = 4.5;
-
-export function tileTextColor(backgroundColor: string): string {
-  const preferred = higherContrast(
-    higherContrast(colors.text, colors.textBright, backgroundColor),
-    colors.selectedText,
-    backgroundColor,
-  );
-  const fallback = higherContrast("#000000", "#ffffff", backgroundColor);
-  return blendForContrast(preferred, backgroundColor, fallback, TILE_TEXT_MIN_CONTRAST);
-}
-
-function Tile({ tile, selected, currency, marketCap, onSelect }: {
-  tile: TileLayout;
-  selected: boolean;
-  currency: string;
-  marketCap?: number;
-  onSelect: () => void;
-}) {
-  const renderWidth = Math.max(1, tile.width - (tile.width > 2 ? 1 : 0));
-  const renderHeight = Math.max(1, tile.height - (tile.height > 2 ? 1 : 0));
-  const innerWidth = Math.max(1, renderWidth - 1);
-  const backgroundColor = selected ? colors.selected : tileColor(tile.row);
-  const textColor = tileTextColor(backgroundColor);
-  const attributes = selected ? TextAttributes.BOLD : TextAttributes.NONE;
-  const label = tile.row.name;
-  const amount = tile.row.value != null
-    ? formatMoneyCompact(tile.row.value, currency)
-    : formatCompact(tile.row.shares);
-  const ownership = formatHolderOwnershipLine(tile.row, marketCap);
-  const change = tile.row.changePercent != null ? formatMaybePercent(tile.row.changePercent) : "No change";
-
-  return (
-    <Box
-      position="absolute"
-      left={tile.x}
-      top={tile.y}
-      width={renderWidth}
-      height={renderHeight}
-      backgroundColor={backgroundColor}
-      onMouseDown={(event: PreventableMouseEvent) => {
-        event.preventDefault();
-        onSelect();
-      }}
-    >
-      <Text fg={textColor} attributes={attributes}>{padTo(label, innerWidth)}</Text>
-      {renderHeight >= 2 && (
-        <Text fg={textColor} attributes={attributes}>{padTo(amount, innerWidth)}</Text>
-      )}
-      {renderHeight >= 3 && (
-        <Text fg={textColor} attributes={attributes}>{padTo(ownership ?? change, innerWidth)}</Text>
-      )}
-      {ownership && renderHeight >= 4 && (
-        <Text fg={textColor} attributes={attributes}>{padTo(change, innerWidth)}</Text>
-      )}
-    </Box>
-  );
-}
-
-function pct(value: number, total: number): string {
-  return `${total > 0 ? value / total * 100 : 0}%`;
-}
-
-function DesktopTile({ tile, chartWidth, chartHeight, selected, hovered, currency, marketCap, onSelect, onHover }: {
-  tile: FloatTileLayout;
-  chartWidth: number;
-  chartHeight: number;
-  selected: boolean;
-  hovered: boolean;
-  currency: string;
-  marketCap?: number;
-  onSelect: () => void;
-  onHover: (hovered: boolean) => void;
-}) {
-  const amount = tile.row.value != null
-    ? formatMoneyCompact(tile.row.value, currency)
-    : formatCompact(tile.row.shares);
-  const ownership = formatHolderOwnershipLine(tile.row, marketCap);
-  const change = tile.row.changePercent != null ? formatMaybePercent(tile.row.changePercent) : "No change";
-  const canShowDetails = tile.width >= 7 && tile.height >= 3;
-  const canShowChange = tile.height >= 3.7;
-  const canShowLabel = tile.width >= 4 && tile.height >= 1.4;
-  const isTiny = tile.width < 5 || tile.height < 2;
-  const backgroundColor = desktopTileColor(tile.row);
-  const textColor = tileTextColor(backgroundColor);
-  const style: CSSProperties = {
-    position: "absolute",
-    left: `calc(${pct(tile.x, chartWidth)} + 1px)`,
-    top: `calc(${pct(tile.y, chartHeight)} + 1px)`,
-    width: `max(1px, calc(${pct(tile.width, chartWidth)} - 2px))`,
-    height: `max(1px, calc(${pct(tile.height, chartHeight)} - 2px))`,
-    minWidth: 1,
-    minHeight: 1,
-    padding: isTiny ? "3px 4px" : "7px 8px",
-    overflow: "hidden",
-    borderRadius: 5,
-    border: selected
-      ? `1px solid ${colors.textBright}`
-      : hovered
-        ? `1px solid ${blendHex(colors.textBright, backgroundColor, 0.55)}`
-        : `1px solid ${blendHex(backgroundColor, colors.textBright, 0.11)}`,
-    boxShadow: selected
-      ? `inset 0 0 0 1px ${blendHex(backgroundColor, colors.textBright, 0.55)}`
-      : hovered
-        ? `inset 0 0 0 1px ${blendHex(backgroundColor, colors.textBright, 0.18)}`
-        : "none",
-    backgroundColor,
-    color: textColor,
-    display: "flex",
-    flexDirection: "column",
-    alignItems: "stretch",
-    justifyContent: "flex-start",
-    gap: 2,
-    cursor: "pointer",
-    transition: "border-color 120ms ease, box-shadow 120ms ease, filter 120ms ease",
-    filter: hovered ? "brightness(1.08)" : undefined,
-  };
-  const textStyle: CSSProperties = {
-    display: "block",
-    minWidth: 0,
-    width: "100%",
-    overflow: "hidden",
-    textOverflow: "ellipsis",
-    whiteSpace: "nowrap",
-    lineHeight: 1.1,
-    letterSpacing: 0,
-    textShadow: `0 1px 1px ${blendHex(backgroundColor, colors.bg, 0.35)}`,
-  };
-
-  return (
-    <Box
-      data-gloom-role="holders-desktop-tile"
-      style={style}
-      onMouseDown={(event: PreventableMouseEvent) => {
-        event.preventDefault();
-        onSelect();
-      }}
-      onMouseMove={() => onHover(true)}
-      onMouseOut={() => onHover(false)}
-    >
-      {canShowLabel && (
-        <Text
-          fg={textColor}
-          attributes={selected ? TextAttributes.BOLD : TextAttributes.NONE}
-          style={{
-            ...textStyle,
-            fontSize: isTiny ? 11 : 13,
-            fontWeight: 700,
-          }}
-        >
-          {tile.row.name}
-        </Text>
-      )}
-      {canShowDetails && (
-        <>
-          <Text fg={textColor} style={{ ...textStyle, fontSize: 12, fontWeight: 600 }}>{amount}</Text>
-          <Text fg={textColor} style={{ ...textStyle, fontSize: 12, fontWeight: 600 }}>{ownership ?? change}</Text>
-          {ownership && canShowChange && (
-            <Text fg={textColor} style={{ ...textStyle, fontSize: 12, fontWeight: 600 }}>{change}</Text>
-          )}
-        </>
-      )}
-    </Box>
-  );
-}
-
-function DesktopHoldersTreemap({ rows, width, height, selectedId, onSelect, currency, marketCap, cellAspect }: {
-  rows: HolderRow[];
-  width: number;
-  height: number;
-  selectedId: string | null;
-  onSelect: (row: HolderRow) => void;
-  currency: string;
-  marketCap?: number;
-  cellAspect: number;
-}) {
-  const [hoveredId, setHoveredId] = useState<string | null>(null);
-  const chartWidth = Math.max(1, width - 2);
-  const tiles = useMemo(() => buildTreemapRects(rows, chartWidth, height, cellAspect), [cellAspect, chartWidth, height, rows]);
-
-  if (tiles.length === 0) {
-    return (
-      <Box width={width} height={height} paddingX={1} paddingY={1}>
-        <Text fg={colors.textDim}>No chartable holder values</Text>
-      </Box>
-    );
-  }
-
-  return (
-    <Box
-      width={width}
-      height={height}
-      paddingX={1}
-      style={{
-        backgroundColor: colors.bg,
-        overflow: "hidden",
-      }}
-    >
-      <Box
-        data-gloom-role="holders-desktop-treemap"
-        width={chartWidth}
-        height={height}
-        style={{
-          position: "relative",
-          width: "100%",
-          height: "100%",
-          backgroundColor: colors.bg,
-          overflow: "hidden",
-        }}
-      >
-        {tiles.map((tile) => (
-          <DesktopTile
-            key={tile.row.id}
-            tile={tile}
-            chartWidth={chartWidth}
-            chartHeight={height}
-            selected={tile.row.id === selectedId}
-            hovered={tile.row.id === hoveredId}
-            currency={currency}
-            marketCap={marketCap}
-            onSelect={() => onSelect(tile.row)}
-            onHover={(isHovered) => setHoveredId((current) => (isHovered ? tile.row.id : current === tile.row.id ? null : current))}
-          />
-        ))}
-      </Box>
-    </Box>
-  );
-}
-
-function HoldersTreemap({ rows, width, height, selectedId, onSelect, currency, marketCap }: {
-  rows: HolderRow[];
-  width: number;
-  height: number;
-  selectedId: string | null;
-  onSelect: (row: HolderRow) => void;
-  currency: string;
-  marketCap?: number;
-}) {
-  const { cellWidthPx = 8, cellHeightPx = 18, nativePaneChrome } = useUiCapabilities();
-  const chartWidth = Math.max(1, width - 2);
-  const cellAspect = Math.max(0.5, Math.min(4, cellHeightPx / Math.max(1, cellWidthPx)));
-  const tiles = useMemo(() => buildTreemap(rows, chartWidth, height, cellAspect), [cellAspect, chartWidth, height, rows]);
-
-  if (nativePaneChrome) {
-    return (
-      <DesktopHoldersTreemap
-        rows={rows}
-        width={width}
-        height={height}
-        selectedId={selectedId}
-        onSelect={onSelect}
-        currency={currency}
-        marketCap={marketCap}
-        cellAspect={cellAspect}
-      />
-    );
-  }
-
-  if (tiles.length === 0) {
-    return (
-      <Box width={width} height={height} paddingX={1} paddingY={1}>
-        <Text fg={colors.textDim}>No chartable holder values</Text>
-      </Box>
-    );
-  }
-
-  return (
-    <Box width={width} height={height} paddingX={1} backgroundColor={colors.bg}>
-      <Box position="relative" width={chartWidth} height={height} backgroundColor={colors.bg}>
-        {tiles.map((tile) => (
-          <Tile
-            key={tile.row.id}
-            tile={tile}
-            selected={tile.row.id === selectedId}
-            currency={currency}
-            marketCap={marketCap}
-            onSelect={() => onSelect(tile.row)}
-          />
-        ))}
-      </Box>
-    </Box>
-  );
-}
-
-function HoldersView({ focused, width, height }: { focused: boolean; width: number; height: number }) {
-  const { nativePaneChrome } = useUiCapabilities();
-  const { symbol, ticker, financials } = usePaneTicker();
-  const dataProvider = useAssetData();
-  const [viewMode, setViewMode] = usePluginPaneState<ViewMode>("viewMode", "chart");
-  const [sortPreference, setSortPreference] = usePluginPaneState<SortPreference>("sortPreference", DEFAULT_SORT);
-  const [data, setData] = useState<HolderData | null>(null);
-  const [loading, setLoading] = useState(false);
-  const [error, setError] = useState<string | null>(null);
-  const [selectedId, setSelectedId] = useState<string | null>(null);
-  const fetchGenRef = useRef(0);
-
-  const currency = data?.currency ?? ticker?.metadata.currency ?? "USD";
-  const quoteMarketCap = financials?.quote?.marketCap;
-  const marketCap = financials?.quote?.currency && financials.quote.currency !== currency ? undefined : quoteMarketCap;
-  const exchange = ticker?.metadata.exchange ?? "";
-  const rows = useMemo(() => buildRows(data), [data]);
-  const sortedRows = useMemo(() => sortRows(rows, sortPreference, marketCap), [marketCap, rows, sortPreference]);
-  const columns = useMemo(() => buildColumns(width), [width]);
-  const selectedIdx = selectedId
-    ? sortedRows.findIndex((row) => row.id === selectedId)
-    : -1;
-  const activeIdx = selectedIdx >= 0 ? selectedIdx : (sortedRows.length > 0 ? 0 : -1);
-
-  const loadHolders = useCallback(async (forceRefresh = false) => {
-    if (!symbol || !dataProvider?.getHolders) {
-      setData(null);
-      setLoading(false);
-      setError(dataProvider?.getHolders ? null : "Holder data unavailable");
-      return;
-    }
-
-    fetchGenRef.current += 1;
-    const gen = fetchGenRef.current;
-    setLoading(true);
-    setError(null);
-
-    try {
-      const nextData = await dataProvider.getHolders(symbol, exchange, forceRefresh ? { cacheMode: "refresh" } : undefined);
-      if (fetchGenRef.current !== gen) return;
-      setData(nextData);
-      setSelectedId(null);
-    } catch (err) {
-      if (fetchGenRef.current !== gen) return;
-      setError(err instanceof Error ? err.message : String(err));
-      setData(null);
-    } finally {
-      if (fetchGenRef.current === gen) setLoading(false);
-    }
-  }, [dataProvider, exchange, symbol]);
-
-  useEffect(() => {
-    void loadHolders(false);
-  }, [loadHolders]);
-
-  useEffect(() => {
-    if (selectedId && sortedRows.some((row) => row.id === selectedId)) return;
-    setSelectedId(sortedRows[0]?.id ?? null);
-  }, [selectedId, sortedRows]);
-
-  const selectIndex = useCallback((index: number) => {
-    const row = sortedRows[index];
-    if (row) setSelectedId(row.id);
-  }, [sortedRows]);
-
-  const handleHeaderClick = useCallback((columnId: string) => {
-    setSortPreference((current) => nextSortPreference(current, columnId));
-  }, [setSortPreference]);
-
-  const toggleView = useCallback(() => {
-    setViewMode((current) => current === "table" ? "chart" : "table");
-  }, [setViewMode]);
-
-  const refresh = useCallback(() => {
-    void loadHolders(true);
-  }, [loadHolders]);
-
-  const handleKeyDown = useCallback((event: DataTableKeyEvent) => {
-    if (event.name === "r") {
-      event.preventDefault?.();
-      event.stopPropagation?.();
-      refresh();
-      return true;
-    }
-    if (event.name === "s") {
-      event.preventDefault?.();
-      event.stopPropagation?.();
-      toggleView();
-      return true;
-    }
-    return false;
-  }, [refresh, toggleView]);
-
-  useShortcut((event) => {
-    if (!focused || viewMode !== "chart") return;
-    if (isPlainKey(event, "j", "down")) {
-      event.preventDefault?.();
-      event.stopPropagation?.();
-      const nextIdx = Math.min((selectedIdx >= 0 ? selectedIdx : 0) + 1, sortedRows.length - 1);
-      const nextRow = sortedRows[nextIdx];
-      if (nextRow) setSelectedId(nextRow.id);
-      return;
-    }
-    if (isPlainKey(event, "k", "up")) {
-      event.preventDefault?.();
-      event.stopPropagation?.();
-      const nextIdx = Math.max((selectedIdx >= 0 ? selectedIdx : 0) - 1, 0);
-      const nextRow = sortedRows[nextIdx];
-      if (nextRow) setSelectedId(nextRow.id);
-      return;
-    }
-    if (event.name === "r") {
-      event.preventDefault?.();
-      event.stopPropagation?.();
-      refresh();
-      return;
-    }
-    if (event.name === "s") {
-      event.preventDefault?.();
-      event.stopPropagation?.();
-      toggleView();
-    }
-  });
-
-  const renderCell = useCallback((
-    row: HolderRow,
-    column: HolderColumn,
-    _index: number,
-    rowState: { selected: boolean },
-  ): DataTableCell => {
-    const selectedColor = rowState.selected ? colors.selectedText : undefined;
-    switch (column.id) {
-      case "holder":
-        return {
-          text: row.name,
-          color: selectedColor ?? colors.textBright,
-          attributes: TextAttributes.BOLD,
-        };
-      case "value":
-        return { text: formatMoneyCompact(row.value, currency), color: selectedColor ?? colors.text };
-      case "shares":
-        return { text: formatCompact(row.shares), color: selectedColor ?? colors.text };
-      case "changeShares":
-        return {
-          text: formatSignedCompact(row.changeShares),
-          color: selectedColor ?? (row.changeShares != null ? priceColor(row.changeShares) : colors.textDim),
-        };
-      case "changePercent":
-        return {
-          text: formatMaybePercent(row.changePercent),
-          color: selectedColor ?? (row.changePercent != null ? priceColor(row.changePercent) : colors.textDim),
-        };
-      case "percentHeld":
-        return {
-          text: formatHolderOwnershipPercent(resolveHolderOwnershipPercent(row, marketCap)),
-          color: selectedColor ?? colors.textDim,
-        };
-      case "reportDate":
-        return { text: displayDate(row.reportDate), color: selectedColor ?? colors.textDim };
-    }
-  }, [currency, marketCap]);
-
-  usePaneFooter("holders", () => ({
-    info: [
-      ...(data?.asOf ? [{ id: "as-of", parts: [{ text: data.asOf, tone: "value" as const }] }] : []),
-      ...(loading ? [{ id: "loading", parts: [{ text: "loading", tone: "muted" as const }] }] : []),
-    ],
-    hints: [
-      { id: "refresh", key: "r", label: "efresh", onPress: refresh },
-      { id: "view", key: "s", label: "witch", onPress: toggleView },
-    ],
-  }), [data?.asOf, loading, refresh, toggleView]);
-
-  const emptyTitle = !symbol
-    ? "No ticker selected"
-    : loading
-      ? "Loading holders..."
-      : error ?? "No holders available";
-  const chartHeight = Math.max(1, height - 1 - (nativePaneChrome ? 1 : 0));
-
-  return (
-    <Box flexDirection="column" width={width} height={height}>
-      <Box height={1} paddingX={1}>
-        <Tabs
-          tabs={VIEW_TABS}
-          activeValue={viewMode}
-          onSelect={(value) => setViewMode(value as ViewMode)}
-          compact
-          variant="bare"
-          focused={focused}
-        />
-      </Box>
-
-      {viewMode === "table" ? (
-        <DataTableView<HolderRow, HolderColumn>
-          focused={focused}
-          selectedIndex={activeIdx}
-          onSelectIndex={selectIndex}
-          onRootKeyDown={handleKeyDown}
-          resetScrollKey={data?.symbol}
-          rootWidth={width}
-          columns={columns}
-          items={sortedRows}
-          sortColumnId={sortPreference.columnId}
-          sortDirection={sortPreference.direction}
-          onHeaderClick={handleHeaderClick}
-          getItemKey={(row) => row.id}
-          isSelected={(row) => row.id === selectedId}
-          onSelect={(row) => setSelectedId(row.id)}
-          renderCell={renderCell}
-          emptyStateTitle={emptyTitle}
-        />
-      ) : (
-        <HoldersTreemap
-          rows={sortedRows}
-          width={width}
-          height={chartHeight}
-          selectedId={selectedId}
-          onSelect={(row) => setSelectedId(row.id)}
-          currency={currency}
-          marketCap={marketCap}
-        />
-      )}
-    </Box>
-  );
-}
+import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
+import { HoldersView } from "./pane";
 
 export const holdersPlugin: GloomPlugin = {
   id: "holders",
@@ -966,7 +10,7 @@ export const holdersPlugin: GloomPlugin = {
   toggleable: true,
 
   setup(ctx) {
-    ctx.registerDetailTab({
+    ctx.registerTickerResearchTab({
       id: "holders",
       name: "Holders",
       order: 42,