feat: bandar and broker totals for one investor side

IPOT's investor filter splits each broker row by client domicile, but its
footer then gives only that side's buying (BBCA 2026-10-16: foreign 1.7 T,
domestic 4.9 T of 6.6 T). The foreign net gives the selling on all boards:
foreign 1.7 + 2.3 = 4.0 T (IDX: about 3.95 T regular), domestic
4.9 - 2.3 = 2.6 T.

- BrokerSummary gains buy_value and sell_value: the total for all
  investors, the footer and the derived selling for one side (selling is
  null with a board filter, where the net covers other boards).
- Bandar weighs the top N buyers' share of the value bought against the
  top N sellers' share of the value sold, so `--investor foreign|domestic`
  reads that side alone; for all investors the readings are unchanged.
  One side on one board is refused, as there is no selling to weigh.
- Tables print what the side bought and sold; fixtures for foreign and
  domestic on all boards were recorded from IPOT.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
This commit is contained in:
hermes 2026-10-18 06:08:02 +00:00
commit 5f64319157
23 changed files with 717 additions and 86 deletions

View file

@ -31,14 +31,15 @@ pub struct Comparison {
pub failures: Vec<(String, IdxError)>,
}
/// Readings weigh brokers against the value traded, which the source does
/// not total for one investor side.
fn check_investor(investor: BrokerInvestor) -> Result<(), IdxError> {
if investor == BrokerInvestor::All {
/// One investor side is weighed against its own selling, which the source
/// gives only across all boards.
fn check_scope(investor: BrokerInvestor, board: BrokerBoard) -> Result<(), IdxError> {
if investor == BrokerInvestor::All || board == BrokerBoard::All {
Ok(())
} else {
Err(IdxError::InvalidInput(format!(
"bandar needs --investor all: the broker summary has no total for {} investors alone",
"bandar for {} investors needs --board all: the broker summary gives one side's \
selling only across all boards",
investor.as_str()
)))
}
@ -70,7 +71,7 @@ impl Analysis<'_> {
policy: CachePolicy,
) -> Result<Fetched<BandarReport>, IdxError> {
let top = check_top(query.top)?;
check_investor(query.investor)?;
check_scope(query.investor, query.board)?;
let summary =
self.idx
.broker()
@ -87,7 +88,7 @@ impl Analysis<'_> {
policy: CachePolicy,
) -> Result<BandarScreen, IdxError> {
check_top(query.top)?;
check_investor(query.investor)?;
check_scope(query.investor, query.board)?;
let mut reports = Vec::new();
let mut failures = Vec::new();
for symbol in symbols {