mirror of
https://github.com/0xrsydn/idx-cli.git
synced 2026-08-07 01:33:52 +00:00
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)
This commit is contained in:
Ciphercat
parent
3e5869af67
commit
0d5b4b4755
10 changed files with 1459 additions and 32 deletions
120
tests/cli.rs
120
tests/cli.rs
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@ -1,4 +1,5 @@
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use std::fs;
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use std::path::{Path, PathBuf};
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use assert_cmd::Command;
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use predicates::prelude::*;
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@ -7,21 +8,38 @@ fn bin() -> Command {
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Command::new(assert_cmd::cargo::cargo_bin!("idx-cli"))
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}
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fn test_env_dir(name: &str) -> std::path::PathBuf {
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fn test_env_dir(name: &str) -> PathBuf {
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let dir = std::env::temp_dir().join(format!("idx-cli-it-{name}-{}", std::process::id()));
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let _ = fs::remove_dir_all(&dir);
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fs::create_dir_all(&dir).expect("create temp dir");
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dir
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}
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fn bin_with_root(root: &Path) -> Command {
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let config_home = root.join("config");
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let cache_home = root.join("cache");
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fs::create_dir_all(&config_home).expect("create config dir");
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fs::create_dir_all(&cache_home).expect("create cache dir");
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let mut cmd = bin();
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cmd.env("XDG_CONFIG_HOME", &config_home);
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cmd.env("XDG_CACHE_HOME", &cache_home);
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cmd
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}
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fn test_bin(name: &str) -> Command {
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let root = test_env_dir(name);
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bin_with_root(&root)
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}
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#[test]
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fn help_works() {
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bin().arg("--help").assert().success();
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test_bin("help").arg("--help").assert().success();
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}
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#[test]
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fn version_prints_cargo_version() {
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bin()
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test_bin("version")
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.arg("version")
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.assert()
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.success()
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@ -30,7 +48,7 @@ fn version_prints_cargo_version() {
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#[test]
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fn quote_table_with_mock_contains_expected_columns() {
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bin()
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test_bin("quote-table")
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.env("IDX_CACHE_QUOTE_TTL", "0")
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.args(["stocks", "quote", "BBCA"])
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@ -43,7 +61,7 @@ fn quote_table_with_mock_contains_expected_columns() {
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#[test]
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fn quote_with_mock_provider_json() {
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bin()
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test_bin("quote-json")
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.args(["-o", "json", "stocks", "quote", "BBCA"])
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.assert()
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@ -54,7 +72,7 @@ fn quote_with_mock_provider_json() {
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#[test]
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fn history_with_mock_provider_table_contains_columns() {
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bin()
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test_bin("history-table")
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.args(["stocks", "history", "BBCA", "--period", "1mo"])
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.assert()
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@ -66,7 +84,7 @@ fn history_with_mock_provider_table_contains_columns() {
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#[test]
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fn technical_with_mock_provider_table_contains_expected_rows() {
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bin()
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test_bin("technical-table")
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.args(["stocks", "technical", "BBCA"])
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.assert()
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@ -78,7 +96,7 @@ fn technical_with_mock_provider_table_contains_expected_rows() {
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#[test]
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fn technical_with_mock_provider_json_contains_fields() {
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bin()
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test_bin("technical-json")
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.args(["-o", "json", "stocks", "technical", "BBCA"])
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.assert()
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@ -88,9 +106,77 @@ fn technical_with_mock_provider_json_contains_fields() {
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.stdout(predicate::str::contains("\"signals\""));
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}
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#[test]
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fn growth_with_mock_provider_table_contains_expected_rows() {
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test_bin("growth-table")
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.args(["stocks", "growth", "BBCA"])
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.assert()
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.success()
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.stdout(predicate::str::contains("Growth Analysis"))
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.stdout(predicate::str::contains("Revenue Growth"))
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.stdout(predicate::str::contains("Overall"));
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}
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#[test]
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fn growth_with_mock_provider_json_contains_fields() {
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test_bin("growth-json")
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.args(["-o", "json", "stocks", "growth", "BBCA"])
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.assert()
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.success()
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.stdout(predicate::str::contains("\"revenue_growth\""))
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.stdout(predicate::str::contains("\"overall_signal\""));
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}
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#[test]
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fn valuation_with_mock_provider_table_contains_expected_rows() {
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test_bin("valuation-table")
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.args(["stocks", "valuation", "BBCA"])
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.assert()
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.success()
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.stdout(predicate::str::contains("Valuation"))
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.stdout(predicate::str::contains("P/E"))
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.stdout(predicate::str::contains("Overall"));
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}
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#[test]
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fn risk_with_mock_provider_table_contains_expected_rows() {
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test_bin("risk-table")
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.args(["stocks", "risk", "BBCA"])
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.assert()
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.success()
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.stdout(predicate::str::contains("Risk"))
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.stdout(predicate::str::contains("Debt/Equity"))
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.stdout(predicate::str::contains("Overall"));
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}
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#[test]
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fn fundamental_with_mock_provider_table_contains_expected_rows() {
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test_bin("fundamental-table")
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.args(["stocks", "fundamental", "BBCA"])
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.assert()
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.success()
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.stdout(predicate::str::contains("Fundamental"))
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.stdout(predicate::str::contains("Overall"));
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}
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#[test]
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fn compare_with_mock_provider_table_contains_resolved_symbol() {
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test_bin("compare-table")
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.args(["stocks", "compare", "BBCA,BBRI"])
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.assert()
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.success()
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.stdout(predicate::str::contains("BBCA.JK"));
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}
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#[test]
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fn config_path_prints_path() {
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bin()
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test_bin("config-path")
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.args(["config", "path"])
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.assert()
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.success()
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@ -102,7 +188,7 @@ fn config_init_creates_file() {
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let root = test_env_dir("config-init");
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let config_home = root.join("cfg");
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bin()
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bin_with_root(&root)
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.env("XDG_CONFIG_HOME", &config_home)
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.args(["config", "init"])
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.assert()
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@ -116,13 +202,13 @@ fn cache_info_and_clear_do_not_crash() {
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let root = test_env_dir("cache");
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let cache_home = root.join("cache");
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bin()
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bin_with_root(&root)
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.env("XDG_CACHE_HOME", &cache_home)
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.args(["cache", "info"])
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.assert()
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.success();
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bin()
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bin_with_root(&root)
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.env("XDG_CACHE_HOME", &cache_home)
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.args(["cache", "clear"])
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.assert()
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@ -134,7 +220,7 @@ fn serves_stale_cache_on_provider_failure_with_warning() {
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let root = test_env_dir("stale");
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let cache_home = root.join("cache");
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bin()
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bin_with_root(&root)
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.env("XDG_CACHE_HOME", &cache_home)
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.env("IDX_CACHE_QUOTE_TTL", "0")
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@ -142,7 +228,7 @@ fn serves_stale_cache_on_provider_failure_with_warning() {
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.assert()
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.success();
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bin()
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bin_with_root(&root)
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.env("XDG_CACHE_HOME", &cache_home)
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.env("IDX_CACHE_QUOTE_TTL", "0")
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@ -158,7 +244,7 @@ fn technical_serves_stale_cache_on_provider_failure_with_warning() {
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let root = test_env_dir("technical-stale");
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let cache_home = root.join("cache");
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bin()
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bin_with_root(&root)
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.env("XDG_CACHE_HOME", &cache_home)
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.env("IDX_CACHE_QUOTE_TTL", "0")
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@ -166,7 +252,7 @@ fn technical_serves_stale_cache_on_provider_failure_with_warning() {
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.assert()
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.success();
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bin()
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bin_with_root(&root)
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.env("XDG_CACHE_HOME", &cache_home)
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.env("IDX_CACHE_QUOTE_TTL", "0")
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@ -179,7 +265,7 @@ fn technical_serves_stale_cache_on_provider_failure_with_warning() {
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#[test]
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fn invalid_symbol_returns_non_zero() {
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bin()
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test_bin("invalid-symbol")
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.env("IDX_USE_MOCK_PROVIDER", "1")
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.env("IDX_MOCK_ERROR", "1")
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.args(["stocks", "quote", "INVALID"])
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82
tests/fixtures/quotesummary_bbca.json
vendored
Normal file
82
tests/fixtures/quotesummary_bbca.json
vendored
Normal file
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@ -0,0 +1,82 @@
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{
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"quoteSummary": {
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"result": [
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{
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"defaultKeyStatistics": {
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"forwardPE": {
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"raw": 23.1,
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"fmt": "23.10"
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},
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"priceToBook": {
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"raw": 4.6,
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"fmt": "4.60"
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},
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"enterpriseValue": {
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"raw": 1245000000000000,
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"fmt": "1.25T"
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},
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"trailingEps": {
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"raw": 384.25,
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"fmt": "384.25"
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},
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"forwardEps": {
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"raw": 410.18,
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"fmt": "410.18"
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}
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},
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"financialData": {
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"trailingPE": {
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"raw": 25.4,
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"fmt": "25.40"
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},
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"marketCap": {
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"raw": 1215200000000000,
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"fmt": "1.22T"
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},
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"currentPrice": {
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"raw": 9875,
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"fmt": "9,875.00"
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},
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"returnOnEquity": {
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"raw": 0.202,
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"fmt": "20.20%"
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},
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"returnOnAssets": {
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"raw": 0.038,
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"fmt": "3.80%"
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},
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"profitMargins": {
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"raw": 0.385,
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"fmt": "38.50%"
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},
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"revenueGrowth": {
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"raw": 0.118,
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"fmt": "11.80%"
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},
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"earningsGrowth": {
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"raw": 0.121,
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"fmt": "12.10%"
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},
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"debtToEquity": {
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"raw": 18.5,
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"fmt": "18.50"
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},
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"currentRatio": {
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"raw": 1.21,
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"fmt": "1.21"
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},
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"ebitda": {
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"raw": 58500000000000,
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"fmt": "58.50B"
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},
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"totalRevenue": {
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"raw": 147900000000000,
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"fmt": "147.90B"
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}
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},
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"incomeStatementHistory": {}
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}
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],
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"error": null
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}
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}
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