gloomberb 0.7.5 → 0.8.1

package/src/plugins/builtin/research/relative-valuation-pane.tsx

@@ -0,0 +1,189 @@
+import { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import { TextAttributes } from "../../../ui";
+import {
+  DataTableView,
+  usePaneFooter,
+  type DataTableCell,
+  type DataTableColumn,
+  type DataTableKeyEvent,
+} from "../../../components";
+import type { TickerFinancials } from "../../../types/financials";
+import type { PaneProps } from "../../../types/plugin";
+import { usePaneInstance } from "../../../state/app/context";
+import { blendHex, colors, priceColor } from "../../../theme/colors";
+import { formatCompact, formatCurrency, formatNumber, formatPercent, formatPercentRaw } from "../../../utils/format";
+import { useAssetData, usePluginTickerActions } from "../../runtime";
+import { handleRefreshKey, loadingErrorFooterInfo, refreshFooterHint, useClampSelectedIndex } from "../shared/table-pane";
+import { useBoundTicker as useSymbolBinding } from "../shared/ticker-request";
+
+type RelativeColumnId = "symbol" | "price" | "change" | "marketCap" | "pe" | "forwardPe" | "evSales" | "fcfYield" | "revenueGrowth" | "margin";
+type RelativeColumn = DataTableColumn & { id: RelativeColumnId };
+type RelativeRow = {
+  symbol: string;
+  financials: TickerFinancials | null;
+  error?: string;
+};
+
+function relativeSymbolsFromPane(symbol: string | null, paneSettings: Record<string, unknown> | undefined): string[] {
+  const settingsSymbols = Array.isArray(paneSettings?.symbols)
+    ? paneSettings.symbols.filter((value): value is string => typeof value === "string")
+    : [];
+  if (settingsSymbols.length > 0) return settingsSymbols;
+  return symbol ? [symbol] : [];
+}
+
+function buildRelativeColumns(width: number): RelativeColumn[] {
+  const symbolWidth = 8;
+  const priceWidth = 10;
+  const pctWidth = 8;
+  const capWidth = 9;
+  const metricWidth = 8;
+  return [
+    { id: "symbol", label: "TICKER", width: symbolWidth, align: "left" },
+    { id: "price", label: "LAST", width: priceWidth, align: "right" },
+    { id: "change", label: "CHG%", width: pctWidth, align: "right" },
+    { id: "marketCap", label: "MCAP", width: capWidth, align: "right" },
+    { id: "pe", label: "P/E", width: metricWidth, align: "right" },
+    { id: "forwardPe", label: "FWD", width: metricWidth, align: "right" },
+    { id: "evSales", label: "EV/S", width: metricWidth, align: "right" },
+    { id: "fcfYield", label: "FCF%", width: metricWidth, align: "right" },
+    { id: "revenueGrowth", label: "REV%", width: metricWidth, align: "right" },
+    { id: "margin", label: "OP%", width: Math.max(metricWidth, width - symbolWidth - priceWidth - pctWidth - capWidth - metricWidth * 5 - 10), align: "right" },
+  ];
+}
+
+function evSales(financials: TickerFinancials | null): number | undefined {
+  const ev = financials?.fundamentals?.enterpriseValue;
+  const revenue = financials?.fundamentals?.revenue;
+  return ev != null && revenue ? ev / revenue : undefined;
+}
+
+function fcfYield(financials: TickerFinancials | null): number | undefined {
+  const fcf = financials?.fundamentals?.freeCashFlow;
+  const marketCap = financials?.quote?.marketCap;
+  return fcf != null && marketCap ? fcf / marketCap : undefined;
+}
+
+export function RelativeValuationPane({ focused, width, height }: PaneProps) {
+  const pane = usePaneInstance();
+  const { symbol } = useSymbolBinding();
+  const symbols = useMemo(
+    () => relativeSymbolsFromPane(symbol, pane?.settings),
+    [pane?.settings, symbol],
+  );
+  const dataProvider = useAssetData();
+  const { navigateTicker } = usePluginTickerActions();
+  const [rows, setRows] = useState<RelativeRow[]>([]);
+  const [loading, setLoading] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+  const [selectedIdx, setSelectedIdx] = useState(0);
+  const columns = useMemo(() => buildRelativeColumns(width), [width]);
+  const fetchGenRef = useRef(0);
+
+  const reload = useCallback((forceRefresh = false) => {
+    if (symbols.length === 0) {
+      setRows([]);
+      setError("No tickers selected");
+      return;
+    }
+    if (!dataProvider) {
+      setRows([]);
+      setError("Market data unavailable");
+      return;
+    }
+    fetchGenRef.current += 1;
+    const gen = fetchGenRef.current;
+    setLoading(true);
+    setError(null);
+    Promise.all(symbols.map(async (nextSymbol): Promise<RelativeRow> => {
+      try {
+        const financials = await dataProvider.getTickerFinancials(nextSymbol, "", forceRefresh ? { cacheMode: "refresh" } : undefined);
+        return { symbol: nextSymbol, financials };
+      } catch (err) {
+        return { symbol: nextSymbol, financials: null, error: err instanceof Error ? err.message : String(err) };
+      }
+    }))
+      .then((nextRows) => {
+        if (fetchGenRef.current !== gen) return;
+        setRows(nextRows);
+      })
+      .catch((err) => {
+        if (fetchGenRef.current !== gen) return;
+        setError(err instanceof Error ? err.message : String(err));
+      })
+      .finally(() => {
+        if (fetchGenRef.current === gen) setLoading(false);
+      });
+  }, [dataProvider, symbols]);
+
+  useEffect(() => {
+    reload(false);
+  }, [reload]);
+
+  useClampSelectedIndex(rows.length, selectedIdx, setSelectedIdx);
+
+  const renderCell = useCallback((row: RelativeRow, column: RelativeColumn, _index: number, rowState: { selected: boolean }): DataTableCell => {
+    const selectedColor = rowState.selected ? colors.selectedText : undefined;
+    const quote = row.financials?.quote;
+    const fundamentals = row.financials?.fundamentals;
+    switch (column.id) {
+      case "symbol":
+        return { text: row.symbol, color: selectedColor ?? (row.error ? colors.warning : colors.textBright), attributes: TextAttributes.BOLD };
+      case "price":
+        return { text: quote?.price != null ? formatCurrency(quote.price, quote.currency) : "-", color: selectedColor ?? colors.text };
+      case "change":
+        return { text: quote?.changePercent != null ? formatPercentRaw(quote.changePercent) : "-", color: selectedColor ?? priceColor(quote?.changePercent ?? 0) };
+      case "marketCap":
+        return { text: formatCompact(quote?.marketCap), color: selectedColor ?? colors.textDim };
+      case "pe":
+        return { text: formatNumber(fundamentals?.trailingPE, 1), color: selectedColor ?? colors.text };
+      case "forwardPe":
+        return { text: formatNumber(fundamentals?.forwardPE, 1), color: selectedColor ?? colors.text };
+      case "evSales":
+        return { text: formatNumber(evSales(row.financials), 1), color: selectedColor ?? colors.text };
+      case "fcfYield":
+        return { text: formatPercent(fcfYield(row.financials)), color: selectedColor ?? priceColor(fcfYield(row.financials) ?? 0) };
+      case "revenueGrowth":
+        return { text: formatPercent(fundamentals?.revenueGrowth ?? fundamentals?.lastQuarterGrowth), color: selectedColor ?? priceColor(fundamentals?.revenueGrowth ?? fundamentals?.lastQuarterGrowth ?? 0) };
+      case "margin":
+        return { text: formatPercent(fundamentals?.operatingMargin), color: selectedColor ?? colors.text };
+    }
+  }, []);
+
+  const handleKeyDown = useCallback((event: DataTableKeyEvent) => {
+    return handleRefreshKey(event, () => reload(true), { stopPropagation: true });
+  }, [reload]);
+
+  usePaneFooter("relative-valuation", () => ({
+    info: [
+      { id: "tickers", parts: [{ text: `${symbols.length} tickers`, tone: symbols.length > 0 ? "value" as const : "muted" as const }] },
+      ...loadingErrorFooterInfo(loading, error),
+    ],
+    hints: [refreshFooterHint(() => reload(true))],
+  }), [error, loading, reload, symbols.length]);
+
+  return (
+    <DataTableView<RelativeRow, RelativeColumn>
+      focused={focused}
+      selectedIndex={rows.length > 0 ? selectedIdx : -1}
+      onSelectIndex={(index) => setSelectedIdx(index)}
+      onActivateIndex={(_index, row) => navigateTicker(row.symbol)}
+      onRootKeyDown={handleKeyDown}
+      rootWidth={width}
+      rootHeight={height}
+      columns={columns}
+      items={rows}
+      sortColumnId={null}
+      sortDirection="asc"
+      onHeaderClick={() => {}}
+      getItemKey={(row) => row.symbol}
+      isSelected={(row) => rows[selectedIdx]?.symbol === row.symbol}
+      onSelect={(row, index) => {
+        setSelectedIdx(index);
+        navigateTicker(row.symbol);
+      }}
+      renderCell={renderCell}
+      emptyStateTitle={loading ? "Loading peers..." : error ?? "No peers"}
+    />
+  );
+}

package/src/plugins/builtin/sec/filing-display.tsx

@@ -0,0 +1,84 @@
+import { Box, Text } from "../../../ui";
+import { colors } from "../../../theme/colors";
+import { formatCompact, formatCurrency } from "../../../utils/format";
+import { transactionTypeLabel, type InsiderTransaction } from "../insider/insider-data";
+
+const MONTH_NAMES = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"] as const;
+
+export function formatFilingShortDate(value: Date | string | number): string {
+  const date = value instanceof Date ? value : new Date(value);
+  if (isNaN(date.getTime())) return "—";
+  return `${MONTH_NAMES[date.getMonth()]} ${String(date.getDate()).padStart(2, " ")} ${date.getFullYear()}`;
+}
+
+export function formatFilingMetaDate(value: Date): string {
+  return value.toLocaleString("en-US", {
+    month: "short",
+    day: "numeric",
+    year: "numeric",
+  });
+}
+
+export function formatFilingFormLabel(form: string, fallback = "FORM 4"): string {
+  const value = form.trim();
+  return value ? `FORM ${value}` : fallback;
+}
+
+export function renderFilingNotice(message: string, width: number) {
+  const lines = wrapNoticeLines(message, width - 4);
+  return (
+    <Box flexDirection="column" paddingX={1} paddingY={1}>
+      {lines.map((line, index) => (
+        <Box key={index} height={1}>
+          <Text fg={colors.textDim}>{line}</Text>
+        </Box>
+      ))}
+    </Box>
+  );
+}
+
+export function buildInsiderTransactionTitle(transaction: InsiderTransaction): string {
+  const type = transactionTypeLabel(transaction.transactionType);
+  const price = transaction.pricePerShare != null
+    ? ` @ ${formatCurrency(transaction.pricePerShare)}`
+    : "";
+  const value = transaction.totalValue != null
+    ? ` | ${formatCurrency(transaction.totalValue)}`
+    : "";
+  return `${type} ${formatCompact(transaction.shares)} shares${price}${value}`;
+}
+
+export function buildInsiderTransactionDetailBody(transaction: InsiderTransaction): string {
+  const lines = [
+    `Transaction: ${transactionTypeLabel(transaction.transactionType)}`,
+    `Date: ${formatFilingShortDate(transaction.filingDate)}`,
+    `Shares: ${formatCompact(transaction.shares)}`,
+    `Price/Share: ${transaction.pricePerShare != null ? formatCurrency(transaction.pricePerShare) : "—"}`,
+    `Total Value: ${transaction.totalValue != null ? formatCurrency(transaction.totalValue) : "—"}`,
+    `Shares Owned After: ${transaction.sharesOwned != null ? formatCompact(transaction.sharesOwned) : "—"}`,
+  ];
+  return lines.join("\n");
+}
+
+function wrapNoticeLines(text: string, width: number): string[] {
+  const maxWidth = Math.max(width, 12);
+  const words = text.trim().split(/\s+/);
+  const lines: string[] = [];
+  let current = "";
+
+  for (const word of words) {
+    if (!current) {
+      current = word;
+      continue;
+    }
+    if (current.length + 1 + word.length <= maxWidth) {
+      current = `${current} ${word}`;
+    } else {
+      lines.push(current);
+      current = word;
+    }
+  }
+
+  if (current) lines.push(current);
+  return lines;
+}

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

@@ -0,0 +1,342 @@
+import { Text } from "../../../ui";
+import { useEffect, useMemo, useRef, useState } from "react";
+import type { GloomPlugin } from "../../../types/plugin";
+import type { SecFilingItem } from "../../../types/data-provider";
+import { useResolvedEntryValue, useSecFilingContent, useSecFilingsQuery } from "../../../market-data/hooks";
+import { instrumentFromTicker } from "../../../market-data/request-types";
+import { usePluginPaneState } from "../../runtime";
+import { usePaneTicker } from "../../../state/app/context";
+import { colors } from "../../../theme/colors";
+import { FeedDataTableStackView, Spinner, useExternalLinkFooter, type FeedDataTableItem } from "../../../components";
+import { isUsEquityTicker } from "../../../utils/sec";
+import { getSharedMarketDataCoordinator } from "../../../market-data/coordinator";
+import { parseForm4Xml, transactionTypeLabel } from "../insider/insider-data";
+import { formatCompact, formatCurrency } from "../../../utils/format";
+import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
+import {
+  formatFilingMetaDate,
+  renderFilingNotice,
+} from "./filing-display";
+
+const SEC_FILING_LIMIT = 50;
+const OWNERSHIP_FORMS = new Set(["3", "4", "5"]);
+
+function getDisplayFormLabel(form: string): string {
+  const trimmed = form.trim();
+  return /^\d+(?:\/[A-Z])?$/i.test(trimmed)
+    ? `FORM ${trimmed}`
+    : trimmed;
+}
+
+function normalizeComparableText(value: string): string {
+  return value
+    .toUpperCase()
+    .replace(/\bFORM\b/g, "")
+    .replace(/[^A-Z0-9]+/g, "");
+}
+
+function escapeRegExp(value: string): string {
+  return value.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
+}
+
+function stripRedundantFormPrefix(form: string, description: string): string {
+  const pattern = escapeRegExp(form.trim()).replace(/\s+/g, "\\s+");
+  return description
+    .trim()
+    .replace(new RegExp(`^(?:FORM\\s+)?${pattern}(?:\\s*[:|-]\\s*|\\s+)`, "i"), "")
+    .trim();
+}
+
+function getMeaningfulPrimaryDescription(filing: SecFilingItem): string | undefined {
+  const description = filing.primaryDocDescription?.trim();
+  if (!description) return undefined;
+  if (normalizeComparableText(description) === normalizeComparableText(filing.form)) return undefined;
+
+  const stripped = stripRedundantFormPrefix(filing.form, description);
+  if (!stripped) return undefined;
+  if (normalizeComparableText(stripped) === normalizeComparableText(filing.form)) return undefined;
+  return stripped;
+}
+
+function getFilingDisplayTitle(filing: SecFilingItem): string {
+  const description = getMeaningfulPrimaryDescription(filing);
+  const formLabel = getDisplayFormLabel(filing.form);
+  return description ? `${formLabel} | ${description}` : formLabel;
+}
+
+function formatFiledAt(filing: SecFilingItem): string {
+  return formatFilingMetaDate(filing.filingDate);
+}
+
+function buildDetailBody(filing: SecFilingItem): string {
+  const sections = [
+    getMeaningfulPrimaryDescription(filing),
+    filing.items ? `Items: ${filing.items}` : undefined,
+    filing.primaryDocument ? `Primary document: ${filing.primaryDocument}` : undefined,
+  ].filter((value): value is string => !!value && value.trim().length > 0);
+
+  return sections.length > 0
+    ? sections.join("\n\n")
+    : "No additional SEC filing description is available for this entry.";
+}
+
+function buildForm4Preview(content: string | null): string | null {
+  if (!content) return null;
+  const tx = parseForm4Xml(content);
+  if (!tx) return null;
+  const type = transactionTypeLabel(tx.transactionType);
+  const shares = formatCompact(tx.shares);
+  const price = tx.pricePerShare != null ? ` @ ${formatCurrency(tx.pricePerShare)}` : "";
+  return `${tx.reportedName} — ${type} ${shares} shares${price}`;
+}
+
+function buildForm4Detail(content: string | null, filing: SecFilingItem): string {
+  if (!content) return buildDetailBody(filing);
+  const tx = parseForm4Xml(content);
+  if (!tx) return buildDetailBody(filing);
+
+  const lines: string[] = [];
+  lines.push(`Insider: ${tx.reportedName}`);
+  if (tx.title) lines.push(`Title: ${tx.title}`);
+  lines.push(`Transaction: ${transactionTypeLabel(tx.transactionType)}`);
+  lines.push(`Shares: ${formatCompact(tx.shares)}`);
+  if (tx.pricePerShare != null) lines.push(`Price/Share: ${formatCurrency(tx.pricePerShare)}`);
+  if (tx.totalValue != null) lines.push(`Total Value: ${formatCurrency(tx.totalValue)}`);
+  if (tx.sharesOwned != null) lines.push(`Shares Owned After: ${formatCompact(tx.sharesOwned)}`);
+  return lines.join("\n");
+}
+
+function getFormDescription(form: string): string {
+  const f = form.trim().toUpperCase();
+  switch (f) {
+    case "10-K": return "Annual Report";
+    case "10-K/A": return "Annual Report (Amended)";
+    case "10-Q": return "Quarterly Report";
+    case "10-Q/A": return "Quarterly Report (Amended)";
+    case "8-K": return "Current Report";
+    case "8-K/A": return "Current Report (Amended)";
+    case "4": return "Insider Transaction";
+    case "3": return "Initial Insider Ownership";
+    case "5": return "Annual Insider Ownership";
+    case "SC 13G": return "Beneficial Ownership (Passive)";
+    case "SC 13G/A": return "Beneficial Ownership (Amended)";
+    case "SC 13D": return "Beneficial Ownership (Active)";
+    case "SC 13D/A": return "Beneficial Ownership (Amended)";
+    case "DEF 14A": return "Proxy Statement";
+    case "S-1": return "Registration Statement";
+    case "20-F": return "Annual Report (Foreign)";
+    default: return "";
+  }
+}
+
+function toFeedItems(
+  filings: SecFilingItem[],
+  selectedAccessionNumber: string | undefined,
+  contentCache: Map<string, string | null>,
+  loadingContent: boolean,
+): FeedDataTableItem[] {
+  return filings.map((filing) => {
+    const displayTitle = getFilingDisplayTitle(filing);
+    const formDesc = getFormDescription(filing.form);
+    const hasFetchedContent = contentCache.has(filing.accessionNumber);
+    const fetchedContent = contentCache.get(filing.accessionNumber);
+    const isOwnership = OWNERSHIP_FORMS.has(filing.form.trim());
+    const fallbackBody = hasFetchedContent && !loadingContent && !fetchedContent
+      ? `${buildDetailBody(filing)}\n\nReadable filing content was not available for this document.`
+      : buildDetailBody(filing);
+
+    // For Form 4s, build structured preview and detail from parsed XML
+    const form4Preview = isOwnership && hasFetchedContent
+      ? buildForm4Preview(fetchedContent ?? null)
+      : null;
+    const form4Detail = isOwnership && hasFetchedContent
+      ? buildForm4Detail(fetchedContent ?? null, filing)
+      : null;
+
+    const enrichedTitle = formDesc
+      ? `${displayTitle} — ${formDesc}`
+      : displayTitle;
+
+    return {
+      id: filing.accessionNumber,
+      eyebrow: filing.form,
+      title: form4Preview ? `${displayTitle} | ${form4Preview}` : enrichedTitle,
+      timestamp: filing.filingDate,
+      preview: form4Preview
+        ?? (filing.items ? `Items ${filing.items}` : (formDesc || filing.primaryDocument)),
+      detailTitle: enrichedTitle,
+      detailMeta: [
+        `Filed ${formatFiledAt(filing)}`,
+        `Accession ${filing.accessionNumber}`,
+        ...(filing.items ? [`Items ${filing.items}`] : []),
+      ],
+      detailBody: filing.accessionNumber === selectedAccessionNumber
+        ? (
+            loadingContent
+              ? "Loading filing content..."
+              : form4Detail ?? fetchedContent ?? fallbackBody
+          )
+        : form4Detail ?? fallbackBody,
+    };
+  });
+}
+
+function SecView({ width, height, focused }: { width: number; height: number; focused: boolean }) {
+  const { ticker } = usePaneTicker();
+  const selectionKey = `selectedIdx:${ticker?.metadata.ticker ?? "none"}`;
+  const [selectedIdx, setSelectedIdx] = usePluginPaneState<number>(selectionKey, 0);
+  const [contentCache, setContentCache] = useState<Map<string, string | null>>(new Map());
+  const [openItemId, setOpenItemId] = useState<string | null>(null);
+  const contentFetchRef = useRef(0);
+  const eligibleTicker = isUsEquityTicker(ticker);
+  const instrument = instrumentFromTicker(ticker, ticker?.metadata.ticker ?? null);
+  const filingsEntry = useSecFilingsQuery(
+    instrument && eligibleTicker
+      ? { instrument, count: SEC_FILING_LIMIT }
+      : null,
+  );
+  const filings = useResolvedEntryValue(filingsEntry) ?? [];
+  const loading = filingsEntry?.phase === "loading" || (filingsEntry?.phase === "refreshing" && filings.length === 0);
+  const error = filingsEntry?.phase === "error" ? filingsEntry.error?.message ?? "Failed to load SEC filings" : null;
+
+  useEffect(() => {
+    setContentCache(new Map());
+    contentFetchRef.current += 1;
+  }, [eligibleTicker, ticker?.metadata.exchange, ticker?.metadata.ticker]);
+
+  const selected = filings[selectedIdx];
+  const openFiling = openItemId
+    ? filings.find((filing) => filing.accessionNumber === openItemId) ?? null
+    : null;
+  const cachedSelectedContent = selected ? contentCache.get(selected.accessionNumber) : undefined;
+  const filingContentEntry = useSecFilingContent(
+    selected && cachedSelectedContent === undefined ? selected : null,
+  );
+  const filingContent = useResolvedEntryValue(filingContentEntry);
+  const loadingContent = filingContentEntry?.phase === "loading" || filingContentEntry?.phase === "refreshing";
+
+  useEffect(() => {
+    if (!selected) return;
+    if (cachedSelectedContent !== undefined) return;
+    if (filingContentEntry?.phase === "error") {
+      setContentCache((prev) => new Map(prev).set(selected.accessionNumber, null));
+      return;
+    }
+    if (filingContent !== null) {
+      setContentCache((prev) => new Map(prev).set(selected.accessionNumber, filingContent));
+    }
+  }, [cachedSelectedContent, filingContent, filingContentEntry?.phase, selected]);
+
+  useEffect(() => {
+    if (filings.length > 0 && selectedIdx >= filings.length) {
+      setSelectedIdx(Math.max(0, filings.length - 1));
+    }
+  }, [filings.length, selectedIdx, setSelectedIdx]);
+
+  // Background prefetch Form 4 content for enriched previews
+  const prefetchStartedRef = useRef(new Set<string>());
+  useEffect(() => {
+    if (filings.length === 0) return;
+    const coordinator = getSharedMarketDataCoordinator();
+    if (!coordinator) return;
+    const gen = contentFetchRef.current;
+    const form4s = filings.filter((f) =>
+      OWNERSHIP_FORMS.has(f.form.trim())
+      && !contentCache.has(f.accessionNumber)
+      && !prefetchStartedRef.current.has(f.accessionNumber),
+    );
+    if (form4s.length === 0) return;
+
+    for (const filing of form4s) {
+      prefetchStartedRef.current.add(filing.accessionNumber);
+    }
+
+    (async () => {
+      for (const filing of form4s) {
+        if (contentFetchRef.current !== gen) return;
+        try {
+          const entry = await coordinator.loadSecFilingContent(filing);
+          if (contentFetchRef.current !== gen) return;
+          const content = entry?.data ?? null;
+          setContentCache((prev) => new Map(prev).set(filing.accessionNumber, content));
+        } catch { /* skip */ }
+      }
+    })();
+  }, [filings]);
+
+  const footerInfo = useMemo(() => [
+    ...(loading ? [{ id: "loading", parts: [{ text: "loading", tone: "muted" as const }] }] : []),
+    ...(error ? [{ id: "error", parts: [{ text: "error", tone: "warning" as const }] }] : []),
+  ], [error, loading]);
+  useExternalLinkFooter({
+    registrationId: "sec",
+    focused,
+    url: error ? null : openFiling?.filingUrl,
+    source: openFiling?.form,
+    info: footerInfo,
+    label: "filing",
+  });
+
+  if (!ticker) return <Text fg={colors.textDim}>Select a ticker to view SEC filings.</Text>;
+  if (!eligibleTicker) return renderFilingNotice("SEC filings are only shown for US equities.", width);
+  if (loading && filings.length === 0) return <Spinner label="Loading SEC filings..." />;
+  if (error) return renderFilingNotice(`Error: ${error}`, width);
+  if (filings.length === 0) return renderFilingNotice(`No recent SEC filings for ${ticker.metadata.ticker}.`, width);
+
+  return (
+    <FeedDataTableStackView
+      width={width}
+      height={height}
+      focused={focused}
+      items={toFeedItems(filings, selected?.accessionNumber, contentCache, loadingContent)}
+      selectedIdx={selectedIdx}
+      onSelect={setSelectedIdx}
+      onOpenItemIdChange={setOpenItemId}
+      sourceLabel="Form"
+      titleLabel="Filing"
+      emptyStateTitle="No SEC filings."
+    />
+  );
+}
+
+export const secPlugin: GloomPlugin = {
+  id: "sec",
+  name: "SEC",
+  version: "1.0.0",
+  description: "Recent SEC filings for US equities",
+  toggleable: true,
+
+  panes: [
+    {
+      id: "sec",
+      name: "SEC",
+      icon: "S",
+      component: SecView,
+      defaultPosition: "right",
+      defaultMode: "floating",
+      defaultFloatingSize: { width: 100, height: 32 },
+    },
+  ],
+
+  paneTemplates: [
+    createTickerSurfacePaneTemplate({
+      id: "sec-pane",
+      paneId: "sec",
+      label: "SEC",
+      description: "Recent SEC filings for the selected ticker.",
+      keywords: ["sec", "filings", "10-k", "10-q", "8-k"],
+      shortcut: "SEC",
+      canCreate: (_context, options) => !options?.ticker || isUsEquityTicker(options.ticker),
+    }),
+  ],
+
+  setup(ctx) {
+    ctx.registerTickerResearchTab({
+      id: "sec",
+      name: "SEC",
+      order: 45,
+      component: SecView,
+      isVisible: ({ ticker }) => isUsEquityTicker(ticker),
+    });
+  },
+};