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feat(fundamental): add fundamental analysis suite (growth, valuation, risk, compare)
- Add Fundamentals type and MarketDataProvider::fundamentals() trait method - Add Yahoo quoteSummary endpoint parser (/v10/finance/quoteSummary) - Add analysis/fundamental.rs with exact signal thresholds ported from idx-mcp: - GrowthReport (revenue/earnings growth with signals) - ValuationReport (PE, PB, ROE, margin, EV/EBITDA with signals) - RiskReport (D/E, current ratio, ROA with signals) - FundamentalReport (composite with overall health signal) - Wire CLI subcommands: stocks growth/valuation/risk/fundamental/compare - Add table + JSON rendering for all report types - Add mock fixture (quotesummary_bbca.json) - 41 tests passing (22 unit + 19 integration) - Known: Yahoo quoteSummary returns 401 from datacenter IPs (needs crumb auth)
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10 changed files with 1459 additions and 32 deletions
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@ -2,10 +2,11 @@ pub mod types;
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pub mod yahoo;
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use crate::error::IdxError;
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use types::{Interval, Ohlc, Period, Quote};
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use types::{Fundamentals, Interval, Ohlc, Period, Quote};
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pub trait MarketDataProvider {
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fn quote(&self, symbol: &str) -> Result<Quote, IdxError>;
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fn fundamentals(&self, symbol: &str) -> Result<Fundamentals, IdxError>;
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fn history(
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&self,
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symbol: &str,
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@ -35,6 +36,7 @@ pub fn default_provider(verbose: bool) -> Box<dyn MarketDataProvider> {
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pub struct MockProvider {
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quote: Result<Quote, IdxError>,
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fundamentals: Result<Fundamentals, IdxError>,
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history: Result<Vec<Ohlc>, IdxError>,
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}
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@ -48,19 +50,28 @@ impl MockProvider {
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.unwrap_or_else(|_| "{}".to_string());
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let history_raw = std::fs::read_to_string("tests/fixtures/chart_bbca_3mo.json")
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.unwrap_or_else(|_| "{}".to_string());
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let fundamentals_raw = std::fs::read_to_string("tests/fixtures/quotesummary_bbca.json")
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.unwrap_or_else(|_| "{}".to_string());
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let quote = yahoo::parse_quote_from_str("BBCA.JK", "e_raw)
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.map_err(|e| IdxError::ParseError(e.to_string()));
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let fundamentals = yahoo::parse_fundamentals_from_str("BBCA.JK", &fundamentals_raw)
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.map_err(|e| IdxError::ParseError(e.to_string()));
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let history = yahoo::parse_history_from_str(&history_raw)
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.map_err(|e| IdxError::ParseError(e.to_string()));
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Self { quote, history }
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Self {
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quote,
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fundamentals,
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history,
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}
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}
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pub fn with_error(err: IdxError) -> Self {
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Self {
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quote: Err(err),
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history: Err(IdxError::ProviderUnavailable),
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quote: Err(err.clone()),
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fundamentals: Err(err.clone()),
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history: Err(err),
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}
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}
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}
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@ -72,6 +83,10 @@ impl MarketDataProvider for MockProvider {
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Ok(q)
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}
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fn fundamentals(&self, _symbol: &str) -> Result<Fundamentals, IdxError> {
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self.fundamentals.clone()
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}
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fn history(
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&self,
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_symbol: &str,
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