0xrsydn/idx-cli
1
mirror of https://github.com/0xrsydn/idx-cli.git synced 2026-11-07 09:45:36 +00:00
Code Issues Projects Releases 1 Packages Wiki Activity

fix(ownership): correct changes, alias search, graph, and name lookups

Browse source 
From a full-repo Codex audit, each reproduced on the synced ownership DB:
- `changes` paired an investor's accounts across releases instead of
  comparing totals: KREN's KRESNA PRIMA INVEST went 9.44% -> 13.45% (a
  second 4.01% account) but was reported as decreased 944 -> 401 bps.
  Sum a holder's accounts per ticker, and read one release per date (the
  latest imported, as other queries do), so a corrected file supersedes
  the original instead of mixing with it.
- `changes` / get_ownership_changes accepted any dates: `from: ""`
  reported all 7,154 holders as new, unknown dates returned no changes.
  Dates must be YYYY-MM-DD imported releases with `from` before `to`.
- get_investor_holdings / `entity` with an empty name matched every
  investor and returned an arbitrary one ("AMY"); `%` and `_` acted as
  LIKE wildcards. Reject empty names; match wildcards literally.
- Alias search never worked: the FTS table declared an `aliases` column
  its content table lacks (`no such column: T.aliases`), so searches
  fell back to canonical names and a raw KSEI name such as
  "PT ASTRA INTERNATIONAL TBK" found nothing. Search names and aliases
  directly, ranked exact name, exact alias, prefix, then shorter names.
- `graph` enumerated every path (exponential in depth) and its cycle
  check matched substrings, dropping entity:1 when entity:10 was on the
  path. Traverse breadth-first with an exact visited set.
- Name normalization removed leading PT tokens from the front of a Vec,
  quadratic in hostile names; narrow a slice instead.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
This commit is contained in:
hermes 2026-10-17 04:09:51 +00:00
commit 1d3fe5ca88
6 changed files with 437 additions and 196 deletions
Download patch file Download diff file Expand all files Collapse all files

37
crates/idx-core/src/investor.rs
View file

@ -134,11 +134,23 @@ impl Investor {
/// Holdings of the entity whose name best matches `name` (shortest
/// canonical name containing it).
pub fn entity(&self, name: &str) -> Result<EntityHoldings, IdxError> {
let name = name.trim();
// An empty pattern would match every investor and return an arbitrary one.
if name.is_empty() {
return Err(IdxError::InvalidInput(
"investor name must not be empty".into(),
));
}
let conn = self.connect()?;
let pattern = format!("%{}%", name.trim());
// `%` and `_` in the name are literal characters, not LIKE wildcards.
let escaped = name
.replace('\\', "\\\\")
.replace('%', "\\%")
.replace('_', "\\_");
let pattern = format!("%{escaped}%");
let entity_id = conn
.query_row(
"SELECT id FROM entities WHERE canonical_name LIKE ?1 COLLATE NOCASE ORDER BY LENGTH(canonical_name) ASC LIMIT 1",
"SELECT id FROM entities WHERE canonical_name LIKE ?1 ESCAPE '\\' COLLATE NOCASE ORDER BY LENGTH(canonical_name) ASC LIMIT 1",
rusqlite::params![pattern],
|row| row.get::<_, i64>(0),
)
@ -147,7 +159,7 @@ impl Investor {
}
pub fn search(&self, query: &str, limit: usize) -> Result<Vec<Entity>, IdxError> {
search::fts_search(&*self.connect()?, query, limit)
search::search_entities(&*self.connect()?, query, limit)
}
pub fn cross_holders(
@ -175,14 +187,29 @@ impl Investor {
db::query_bing_flow(&conn, ticker_id)
}
/// Holder changes between two release dates, optionally for one ticker.
/// Holder changes between two release dates (`from` earlier than `to`,
/// both imported releases), optionally for one ticker.
pub fn changes(
&self,
from: &str,
to: &str,
ticker: Option<&str>,
) -> Result<Vec<ChangeRow>, IdxError> {
let mut rows = db::query_changes(&*self.connect()?, from, to)?;
let date = |field: &str, value: &str| {
NaiveDate::parse_from_str(value.trim(), "%Y-%m-%d").map_err(|_| {
IdxError::InvalidInput(format!(
"{field} must be a release date as YYYY-MM-DD (got {value:?})"
))
})
};
let (from_date, to_date) = (date("from", from)?, date("to", to)?);
if from_date >= to_date {
return Err(IdxError::InvalidInput(format!(
"from ({from_date}) must be earlier than to ({to_date})"
)));
}
let (from, to) = (from_date.to_string(), to_date.to_string());
let mut rows = db::query_changes(&*self.connect()?, &from, &to)?;
if let Some(ticker) = ticker {
let ticker = ticker.trim().to_uppercase();
rows.retain(|row| row.ticker_code == ticker);

211
crates/idx-core/src/ownership/db.rs
View file

@ -7,7 +7,6 @@ use rusqlite::{Connection, params};
use crate::config::get_config_value;
use crate::error::IdxError;
use crate::ownership::search;
use crate::ownership::types::{
BingHolding, ChangeRow, ChangeType, ConcentrationMetrics, CrossHolderRow, Entity,
EntityHoldings, EntityTickerRow, FlowSignal, HolderRow, InstitutionalFlow, KseiHolding,
@ -36,14 +35,6 @@ CREATE TABLE IF NOT EXISTS entities (
updated_at INTEGER NOT NULL
);
CREATE VIRTUAL TABLE IF NOT EXISTS entity_fts USING fts5(
canonical_name,
aliases,
content='entities',
content_rowid='id',
tokenize='trigram'
);
CREATE TABLE IF NOT EXISTS entity_aliases (
id INTEGER PRIMARY KEY,
entity_id INTEGER NOT NULL REFERENCES entities(id),
@ -916,43 +907,73 @@ pub fn query_bing_flow(
}))
}
/// Compare two KSEI snapshots by date and return ownership changes.
/// The release used for a report date: the latest imported one, as
/// `latest_ksei_release` picks, so a corrected file supersedes the original.
fn release_for_date(conn: &Connection, date: &str) -> Result<Option<String>, IdxError> {
conn.query_row(
"SELECT sha256 FROM ownership_releases
WHERE as_of_date = ?1
ORDER BY imported_at DESC, id DESC
LIMIT 1",
params![date],
|row| row.get::<_, String>(0),
)
.map(Some)
.or_else(|e| match e {
rusqlite::Error::QueryReturnedNoRows => Ok(None),
other => Err(IdxError::DatabaseError(other.to_string())),
})
}
/// Compare two KSEI releases by date and return ownership changes.
/// Finds: new holders, exited holders, percentage increases/decreases.
/// Each date reads one release, and a holder's accounts in a ticker are
/// summed, so an investor with two accounts compares by its total stake.
pub fn query_changes(
conn: &Connection,
from_date: &str,
to_date: &str,
) -> Result<Vec<ChangeRow>, IdxError> {
let release = |date: &str| {
release_for_date(conn, date)?.ok_or_else(|| {
IdxError::InvalidInput(format!(
"no KSEI release imported for {date}; list the imported dates with `idx ownership releases` or the ownership_status tool"
))
})
};
let (from_release, to_release) = (release(from_date)?, release(to_date)?);
let mut stmt = conn
.prepare(
"WITH
from_snapshot AS (
SELECT
t.code AS ticker_code,
COALESCE(e.canonical_name, k.raw_investor_name) AS entity_name,
MIN(COALESCE(e.canonical_name, k.raw_investor_name)) AS entity_name,
CASE
WHEN k.entity_id IS NOT NULL THEN 'id:' || k.entity_id
ELSE 'raw:' || UPPER(TRIM(k.raw_investor_name))
END AS holder_key,
k.percentage_bps AS old_bps
SUM(k.percentage_bps) AS old_bps
FROM ksei_holdings k
JOIN tickers t ON t.id = k.ticker_id
LEFT JOIN entities e ON e.id = k.entity_id
WHERE k.report_date = ?1
WHERE k.release_sha256 = ?1
GROUP BY t.code, holder_key
),
to_snapshot AS (
SELECT
t.code AS ticker_code,
COALESCE(e.canonical_name, k.raw_investor_name) AS entity_name,
MIN(COALESCE(e.canonical_name, k.raw_investor_name)) AS entity_name,
CASE
WHEN k.entity_id IS NOT NULL THEN 'id:' || k.entity_id
ELSE 'raw:' || UPPER(TRIM(k.raw_investor_name))
END AS holder_key,
k.percentage_bps AS new_bps
SUM(k.percentage_bps) AS new_bps
FROM ksei_holdings k
JOIN tickers t ON t.id = k.ticker_id
LEFT JOIN entities e ON e.id = k.entity_id
WHERE k.report_date = ?2
WHERE k.release_sha256 = ?2
GROUP BY t.code, holder_key
),
keys AS (
SELECT ticker_code, holder_key FROM from_snapshot
@ -978,7 +999,7 @@ pub fn query_changes(
.map_err(|e| IdxError::DatabaseError(e.to_string()))?;
let rows = stmt
.query_map(params![from_date, to_date], |row| {
.query_map(params![from_release, to_release], |row| {
Ok((
row.get::<_, String>(0)?,
row.get::<_, String>(1)?,
@ -1123,7 +1144,6 @@ pub fn manual_map(conn: &Connection, raw_name: &str, canonical_name: &str) -> Re
)
.map_err(|e| IdxError::DatabaseError(e.to_string()))?;
let _ = search::rebuild_fts(conn);
Ok(())
})();
@ -1194,7 +1214,6 @@ pub fn merge_entities(conn: &Connection, keep_id: i64, merge_id: i64) -> Result<
conn.execute("DELETE FROM entities WHERE id = ?1", params![merge_id])
.map_err(|e| IdxError::DatabaseError(e.to_string()))?;
let _ = search::rebuild_fts(conn);
Ok(())
})();
@ -1383,13 +1402,15 @@ mod tests {
use chrono::NaiveDate;
use rusqlite::{Connection, params};
use crate::error::IdxError;
use crate::ownership::db::{
compute_concentration, ensure_schema, get_ticker_id, insert_bing_holdings,
insert_ksei_holdings, insert_release, query_concentration, query_cross_holders,
query_ticker_holdings, release_exists, upsert_ticker, write_ksei_release,
insert_ksei_holdings, insert_release, query_changes, query_concentration,
query_cross_holders, query_ticker_holdings, release_exists, upsert_ticker,
write_ksei_release,
};
use crate::ownership::types::{
BingHolding, FlowSignal, KseiHolding, Locality, OwnershipRelease,
BingHolding, ChangeType, FlowSignal, KseiHolding, Locality, OwnershipRelease,
};
fn setup() -> Connection {
@ -1398,6 +1419,152 @@ mod tests {
conn
}
/// Writes one release of `(entity_id, raw_name, bps)` rows for ticker_id.
fn write_release(
conn: &Connection,
sha256: &str,
date: &str,
imported_at: i64,
ticker_id: i64,
rows: &[(Option<i64>, &str, i64)],
) {
let as_of_date = NaiveDate::parse_from_str(date, "%Y-%m-%d").unwrap();
let holdings: Vec<KseiHolding> = rows
.iter()
.map(|&(entity_id, raw, bps)| KseiHolding {
id: 0,
ticker_id,
entity_id,
raw_investor_name: raw.to_string(),
investor_type: None,
locality: None,
nationality: None,
domicile: None,
holdings_scripless: 1,
holdings_scrip: 0,
total_shares: 1,
percentage_bps: bps,
report_date: as_of_date,
release_sha256: sha256.to_string(),
})
.collect();
let release = OwnershipRelease {
id: 0,
source_url: None,
sha256: sha256.to_string(),
as_of_date,
row_count: holdings.len(),
imported_at,
};
write_ksei_release(conn, &release, &holdings, false).unwrap();
}
fn entity(conn: &Connection, name: &str) -> i64 {
conn.execute(
"INSERT INTO entities (canonical_name, entity_type, country, created_at, updated_at)
VALUES (?1, NULL, NULL, 0, 0)",
params![name],
)
.unwrap();
conn.last_insert_rowid()
}
#[test]
fn changes_sum_an_investors_accounts_in_a_ticker() {
// KREN, 2026-09: a second account took KRESNA from 9.44% to 13.45%.
let conn = setup();
let kren = upsert_ticker(&conn, "KREN", None).unwrap();
let kresna = entity(&conn, "KRESNA PRIMA INVEST");
write_release(
&conn,
"aug",
"2026-08-31",
1,
kren,
&[(Some(kresna), "PT KRESNA PRIMA INVEST", 944)],
);
write_release(
&conn,
"sep",
"2026-09-30",
2,
kren,
&[
(Some(kresna), "PT KRESNA PRIMA INVEST", 944),
(Some(kresna), "PT. KRESNA PRIMA INVEST", 401),
],
);
let rows = query_changes(&conn, "2026-08-31", "2026-09-30").unwrap();
assert_eq!(rows.len(), 1, "{rows:?}");
assert_eq!(rows[0].change_type, ChangeType::Increased);
assert_eq!(
(rows[0].old_bps, rows[0].new_bps, rows[0].delta_bps),
(Some(944), Some(1345), 401)
);
}
#[test]
fn changes_read_the_latest_import_for_a_date() {
// A corrected January file supersedes the original, so Jan -> Feb at
// the corrected 12% shows no change, not a spurious increase.
let conn = setup();
let bbca = upsert_ticker(&conn, "BBCA", None).unwrap();
let alpha = entity(&conn, "ALPHA");
write_release(
&conn,
"jan",
"2026-01-30",
1,
bbca,
&[(Some(alpha), "ALPHA", 1000)],
);
write_release(
&conn,
"jan-fix",
"2026-01-30",
2,
bbca,
&[(Some(alpha), "ALPHA", 1200)],
);
write_release(
&conn,
"feb",
"2026-02-27",
3,
bbca,
&[(Some(alpha), "ALPHA", 1200)],
);
assert!(
query_changes(&conn, "2026-01-30", "2026-02-27")
.unwrap()
.is_empty()
);
}
#[test]
fn changes_reject_a_date_without_a_release() {
let conn = setup();
let bbca = upsert_ticker(&conn, "BBCA", None).unwrap();
write_release(
&conn,
"feb",
"2026-02-27",
1,
bbca,
&[(None, "ALPHA", 1200)],
);
let err = query_changes(&conn, "2026-01-30", "2026-02-27").unwrap_err();
assert!(
matches!(err, IdxError::InvalidInput(ref m) if m.contains("2026-01-30")),
"{err:?}"
);
}
#[test]
fn test_compute_concentration_pure_function() {
let metrics = compute_concentration(&[4000, 2500, 1000, 500]);

51
crates/idx-core/src/ownership/entities.rs
View file

@ -109,34 +109,25 @@ pub fn normalize_name(raw: &str) -> String {
return upper;
}
let mut tokens: Vec<&str> = upper.split_whitespace().collect();
loop {
let mut changed = false;
if let Some(first) = tokens.first().copied()
&& matches!(first, "PT" | "PT.")
{
tokens.remove(0);
changed = true;
}
if let Some(last) = tokens.last().copied()
&& matches!(
last,
"TBK" | "Tbk" | "(PERSERO)" | "LIMITED" | "PTE" | "LTD"
)
{
let _ = tokens.pop();
changed = true;
}
if !changed {
break;
}
let tokens: Vec<&str> = upper.split_whitespace().collect();
// Trim prefix and suffix tokens by narrowing a slice: linear, where
// removing from the front of the Vec was quadratic in hostile names.
let mut kept = tokens.as_slice();
while let [first, rest @ ..] = kept
&& matches!(*first, "PT" | "PT.")
{
kept = rest;
}
while let [rest @ .., last] = kept
&& matches!(
*last,
"TBK" | "Tbk" | "(PERSERO)" | "LIMITED" | "PTE" | "LTD"
)
{
kept = rest;
}
collapse_whitespace(&tokens.join(" "))
collapse_whitespace(&kept.join(" "))
}
/// Convert a KseiRawRow into a normalized KseiHoldingDraft.
@ -357,6 +348,14 @@ mod tests {
);
}
#[test]
fn normalize_name_strips_many_prefixes_in_linear_time() {
// Removing from the front of a Vec made this quadratic (~5e9 shifts).
let hostile = format!("{}ACME TBK", "PT ".repeat(100_000));
assert_eq!(normalize_name(&hostile), "ACME");
assert_eq!(normalize_name("PT TBK"), "");
}
#[test]
fn test_normalize_name() {
assert_eq!(

144
crates/idx-core/src/ownership/graph.rs
View file

@ -21,75 +21,31 @@ pub fn query_ownership_graph(
let root_node_id = detect_root_node(conn, root)?;
let mut visited: BTreeSet<String> = BTreeSet::new();
{
let mut stmt = conn
.prepare(
"WITH RECURSIVE
latest_ksei AS (
SELECT sha256
FROM ownership_releases
ORDER BY as_of_date DESC, imported_at DESC
LIMIT 1
),
latest_bing AS (
SELECT ticker_id, MAX(report_date) AS report_date
FROM bing_holdings
GROUP BY ticker_id
),
all_edges AS (
SELECT
'entity:' || k.entity_id AS from_id,
'ticker:' || t.code AS to_id
FROM ksei_holdings k
JOIN tickers t ON t.id = k.ticker_id
JOIN latest_ksei lk ON lk.sha256 = k.release_sha256
WHERE k.entity_id IS NOT NULL
UNION
SELECT
'entity:' || b.entity_id AS from_id,
'ticker:' || t.code AS to_id
FROM bing_holdings b
JOIN latest_bing lb
ON lb.ticker_id = b.ticker_id
AND lb.report_date = b.report_date
JOIN tickers t ON t.id = b.ticker_id
WHERE b.entity_id IS NOT NULL
AND b.signal = 'holder'
),
neighbors AS (
SELECT from_id AS a, to_id AS b FROM all_edges
UNION
SELECT to_id AS a, from_id AS b FROM all_edges
),
walk(node_id, depth, path) AS (
SELECT ?1 AS node_id, 0 AS depth, ?1 AS path
UNION ALL
SELECT n.b, w.depth + 1, w.path || '>' || n.b
FROM walk w
JOIN neighbors n ON n.a = w.node_id
WHERE w.depth < ?2
AND instr(w.path, n.b) = 0
)
SELECT DISTINCT node_id
FROM walk",
)
.map_err(|e| IdxError::DatabaseError(e.to_string()))?;
let rows = stmt
.query_map(params![root_node_id, depth as i64], |row| {
row.get::<_, String>(0)
})
.map_err(|e| IdxError::DatabaseError(e.to_string()))?;
for row in rows {
visited.insert(row.map_err(|e| IdxError::DatabaseError(e.to_string()))?);
}
}
// Breadth-first over the latest edges with an exact visited set: linear
// in the graph size, unlike enumerating every path, and a node is never
// mistaken for one whose id merely contains it (`entity:1` in `entity:10`).
let mut edges = query_all_edges(conn)?;
let mut neighbors: HashMap<&str, Vec<&str>> = HashMap::new();
for edge in &edges {
neighbors.entry(&edge.from).or_default().push(&edge.to);
neighbors.entry(&edge.to).or_default().push(&edge.from);
}
let mut visited: BTreeSet<String> = BTreeSet::from([root_node_id.clone()]);
let mut frontier = vec![root_node_id.as_str()];
for _ in 0..depth {
let mut next = Vec::new();
for node in frontier {
for &neighbor in neighbors.get(node).into_iter().flatten() {
if visited.insert(neighbor.to_string()) {
next.push(neighbor);
}
}
}
if next.is_empty() {
break;
}
frontier = next;
}
edges.retain(|edge| visited.contains(&edge.from) && visited.contains(&edge.to));
let nodes = build_nodes(conn, &visited)?;
@ -380,6 +336,58 @@ mod tests {
conn
}
#[test]
fn graph_reaches_holders_whose_id_is_a_prefix_of_a_visited_one() {
// From entity:10 via ticker:BB to entity:1; "entity:1" is a substring
// of "entity:10", which the old path check treated as visited.
let conn = setup();
let bb = upsert_ticker(&conn, "BB", None).unwrap();
conn.execute(
"INSERT INTO entities (id, canonical_name, created_at, updated_at)
VALUES (10, 'HOLDER TEN', 0, 0), (1, 'HOLDER ONE', 0, 0)",
[],
)
.unwrap();
let release = OwnershipRelease {
id: 0,
source_url: None,
sha256: "prefix-graph".to_string(),
as_of_date: NaiveDate::from_ymd_opt(2026, 2, 27).unwrap(),
row_count: 2,
imported_at: 1,
};
let row = |entity_id: i64, name: &str| KseiHolding {
id: 0,
ticker_id: bb,
entity_id: Some(entity_id),
raw_investor_name: name.to_string(),
investor_type: None,
locality: None,
nationality: None,
domicile: None,
holdings_scripless: 1,
holdings_scrip: 0,
total_shares: 1,
percentage_bps: 600,
report_date: release.as_of_date,
release_sha256: release.sha256.clone(),
};
write_ksei_release(
&conn,
&release,
&[row(10, "HOLDER TEN"), row(1, "HOLDER ONE")],
false,
)
.unwrap();
let (nodes, edges) = query_ownership_graph(&conn, "HOLDER TEN", 2).unwrap();
let mut labels: Vec<_> = nodes.iter().map(|node| node.label.as_str()).collect();
labels.sort();
assert_eq!(labels, ["BB", "HOLDER ONE", "HOLDER TEN"]);
assert_eq!(edges.len(), 2);
}
#[test]
fn graph_uses_latest_ksei_release_only() {
let conn = setup();

180
crates/idx-core/src/ownership/search.rs
View file

@ -3,47 +3,50 @@ use rusqlite::{Connection, params};
use crate::error::IdxError;
use crate::ownership::types::Entity;
pub fn fts_search(conn: &Connection, query: &str, limit: usize) -> Result<Vec<Entity>, IdxError> {
/// Investors whose canonical name or any recorded alias (the raw names KSEI
/// prints, such as `PT ASTRA INTERNATIONAL TBK`) contains `query`, ignoring
/// ASCII case. Ranked by an exact name, then an exact alias, then a name
/// prefix, then shorter names.
pub fn search_entities(
conn: &Connection,
query: &str,
limit: usize,
) -> Result<Vec<Entity>, IdxError> {
let q = query.trim();
if q.is_empty() {
return Ok(Vec::new());
}
let limit_i64 =
let limit =
i64::try_from(limit).map_err(|e| IdxError::DatabaseError(format!("invalid limit: {e}")))?;
// `%` and `_` in the query are literal characters, not LIKE wildcards.
let escaped = q
.replace('\\', "\\\\")
.replace('%', "\\%")
.replace('_', "\\_");
let contains = format!("%{escaped}%");
let prefix = format!("{escaped}%");
// Ensure entity_fts has content. For external-content FTS table, populate manually.
let fts_count: i64 = conn
.query_row("SELECT COUNT(*) FROM entity_fts", [], |row| row.get(0))
.unwrap_or(0);
if fts_count == 0 {
let _ = rebuild_fts(conn);
}
if let Ok(rows) = fts_query(conn, q, limit_i64)
&& !rows.is_empty()
{
return Ok(rows);
}
like_query(conn, q, limit_i64)
}
fn fts_query(conn: &Connection, query: &str, limit: i64) -> Result<Vec<Entity>, IdxError> {
let mut stmt = conn
.prepare(
"SELECT e.id, e.canonical_name, e.entity_type, e.country
FROM entity_fts f
JOIN entities e ON e.id = f.rowid
WHERE entity_fts MATCH ?1
ORDER BY rank
LIMIT ?2",
"SELECT e.id, e.canonical_name, e.entity_type, e.country,
MIN(CASE
WHEN UPPER(e.canonical_name) = UPPER(?1) THEN 0
WHEN UPPER(a.raw_name) = UPPER(?1) THEN 1
WHEN e.canonical_name LIKE ?3 ESCAPE '\\' THEN 2
ELSE 3
END) AS match_rank
FROM entities e
LEFT JOIN entity_aliases a ON a.entity_id = e.id
WHERE e.canonical_name LIKE ?2 ESCAPE '\\'
OR a.raw_name LIKE ?2 ESCAPE '\\'
GROUP BY e.id
ORDER BY match_rank, LENGTH(e.canonical_name), e.canonical_name
LIMIT ?4",
)
.map_err(|e| IdxError::DatabaseError(e.to_string()))?;
let rows = stmt
.query_map(params![query, limit], |row| {
.query_map(params![q, contains, prefix, limit], |row| {
Ok(Entity {
id: row.get(0)?,
canonical_name: row.get(1)?,
@ -53,59 +56,80 @@ fn fts_query(conn: &Connection, query: &str, limit: i64) -> Result<Vec<Entity>,
})
.map_err(|e| IdxError::DatabaseError(e.to_string()))?;
let mut out = Vec::new();
for row in rows {
out.push(row.map_err(|e| IdxError::DatabaseError(e.to_string()))?);
rows.map(|row| row.map_err(|e| IdxError::DatabaseError(e.to_string())))
.collect()
}
#[cfg(test)]
mod tests {
use rusqlite::{Connection, params};
use super::search_entities;
use crate::ownership::db::ensure_schema;
fn conn_with(entities: &[(&str, &[&str])]) -> Connection {
let conn = Connection::open_in_memory().unwrap();
ensure_schema(&conn).unwrap();
for (name, aliases) in entities {
conn.execute(
"INSERT INTO entities (canonical_name, created_at, updated_at) VALUES (?1, 0, 0)",
params![name],
)
.unwrap();
let id = conn.last_insert_rowid();
for alias in *aliases {
conn.execute(
"INSERT INTO entity_aliases (entity_id, raw_name, source, method)
VALUES (?1, ?2, 'ksei', 'exact')",
params![id, alias],
)
.unwrap();
}
}
conn
}
Ok(out)
}
fn like_query(conn: &Connection, query: &str, limit: i64) -> Result<Vec<Entity>, IdxError> {
let mut stmt = conn
.prepare(
"SELECT id, canonical_name, entity_type, country
FROM entities
WHERE canonical_name LIKE ?1 COLLATE NOCASE
ORDER BY canonical_name ASC
LIMIT ?2",
)
.map_err(|e| IdxError::DatabaseError(e.to_string()))?;
let like = format!("%{query}%");
let rows = stmt
.query_map(params![like, limit], |row| {
Ok(Entity {
id: row.get(0)?,
canonical_name: row.get(1)?,
entity_type: row.get(2)?,
country: row.get(3)?,
})
})
.map_err(|e| IdxError::DatabaseError(e.to_string()))?;
let mut out = Vec::new();
for row in rows {
out.push(row.map_err(|e| IdxError::DatabaseError(e.to_string()))?);
fn names(conn: &Connection, query: &str) -> Vec<String> {
search_entities(conn, query, 10)
.unwrap()
.into_iter()
.map(|e| e.canonical_name)
.collect()
}
Ok(out)
}
pub fn rebuild_fts(conn: &Connection) -> Result<(), IdxError> {
conn.execute("DELETE FROM entity_fts", [])
.map_err(|e| IdxError::DatabaseError(e.to_string()))?;
#[test]
fn finds_investors_by_alias() {
let conn = conn_with(&[
("ASTRA INTERNATIONAL", &["PT ASTRA INTERNATIONAL TBK"]),
("ASTRA OTOPARTS", &[]),
]);
conn.execute(
"INSERT INTO entity_fts(rowid, canonical_name, aliases)
SELECT e.id, e.canonical_name, COALESCE(a.aliases, '')
FROM entities e
LEFT JOIN (
SELECT entity_id, GROUP_CONCAT(raw_name, ' ') AS aliases
FROM entity_aliases
GROUP BY entity_id
) a ON a.entity_id = e.id",
[],
)
.map_err(|e| IdxError::DatabaseError(e.to_string()))?;
assert_eq!(
names(&conn, "pt astra international tbk"),
["ASTRA INTERNATIONAL"]
);
}
Ok(())
#[test]
fn ranks_exact_then_prefix_then_shorter_and_lists_each_once() {
let conn = conn_with(&[
("SALIM GROUP HOLDINGS", &["PT SALIM", "SALIM"]),
("ANTHONI SALIM", &[]),
("SALIM", &[]),
]);
assert_eq!(
names(&conn, "salim"),
["SALIM", "SALIM GROUP HOLDINGS", "ANTHONI SALIM"]
);
}
#[test]
fn treats_like_wildcards_literally_and_empty_queries_as_no_match() {
let conn = conn_with(&[("ALPHA_FUND", &[]), ("ALPHAXFUND", &[]), ("BETA 100%", &[])]);
assert_eq!(names(&conn, "alpha_fund"), ["ALPHA_FUND"]);
assert_eq!(names(&conn, "100%"), ["BETA 100%"]);
assert!(names(&conn, " ").is_empty());
}
}

16
crates/idx-mcp/tests/mcp.rs
View file

@ -394,6 +394,22 @@ fn ownership_tools_read_the_local_database() {
assert!(page["next_offset"].is_null(), "offset {past}: {page}");
}
// Bad, unknown, or reversed dates are errors, not "everyone is new".
for (from, to) in [
("", "2026-02-27"),
("1999-01-01", "2026-02-27"),
("2026-02-27", "2026-01-30"),
("2026-01-30", "2026-01-30"),
] {
let (is_error, body) =
client.call("get_ownership_changes", json!({"from": from, "to": to}));
assert!(is_error, "{from}..{to}: {body}");
assert_eq!(body["code"], "INVALIDINPUT", "{from}..{to}: {body}");
}
let (is_error, body) = client.call("get_investor_holdings", json!({"entity": " "}));
assert!(is_error, "{body}");
assert_eq!(body["code"], "INVALIDINPUT", "{body}");
let (is_error, body) = client.call(
"get_ownership_changes",
json!({"from": "2026-01-30", "to": "2026-02-27", "limit": 301}),