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refactor(core): move stocks fetching, caching, and analysis into idx-core
Phase 3b of docs/DESIGN.md. `stocks` handlers are now argument parsing,
one idx-core call, and rendering.
- Idx (client.rs) is the entry point: Idx::new(CoreConfig) with
market(), financial(), and analysis(). Live lookups return
Fetched<T> { data, source, fetched_at, stale } and take a CachePolicy
(Default | Offline | Refresh, from the --offline/--no-cache flags).
- One cached_fetch replaces the CLI's three cache flows; they differed
only in whether a fresh entry is read via get or get_offline when
offline, which yields the same data and diagnostics. Report-building
errors (technical) still skip the stale-cache fallback.
- market.rs: quotes, history (history_source is resolved first so the
CLI's fallback note keeps its position), and a typed screener
(ScreenFilter/ScreenRegion with the same error messages).
- financial.rs: profile, statements, earnings, sentiment, insights,
news, with StatementFilter/EarningsFilter.
- analysis: TechnicalReport moves to analysis::report; Analysis offers
technical, growth, valuation, risk, fundamental, and compare.
- CoreConfig::load() owns provider/exchange/TTL settings from
config.toml and IDX_*; the CLI's IdxConfig adds output and color.
With two different invalid settings at once, the reported one may
differ from before; every single-error message is unchanged.
- Cache gains fresh/any/offline accessors returning fetch metadata.
Unit tests moved with their code (core 157 -> 168, CLI 17 -> 7). All
143 goldens unchanged; live A/B against main: 16/16 stocks identical.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
parent
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commit
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16 changed files with 1613 additions and 1301 deletions
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@ -1,3 +1,140 @@
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pub mod fundamental;
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pub mod report;
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pub mod signals;
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pub mod technical;
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use serde::Serialize;
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use serde::de::DeserializeOwned;
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use crate::api::history_provider;
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use crate::api::types::{Fundamentals, Interval, Period};
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use crate::client::{CachePolicy, CacheSpec, Fetched, Idx, cached_fetch};
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use crate::error::IdxError;
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use crate::market::HistorySource;
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use fundamental::{
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FundamentalReport, GrowthReport, RiskReport, ValuationReport, analyze_fundamental,
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analyze_growth, analyze_risk, analyze_valuation,
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};
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use report::{TechnicalReport, build_technical_report};
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/// Analysis reports. Reports are cached as computed, not their inputs.
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pub struct Analysis<'a> {
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pub(crate) idx: &'a Idx,
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}
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/// Comparison results; symbols that failed are listed with their error.
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pub struct Comparison {
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pub reports: Vec<Fetched<FundamentalReport>>,
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pub failures: Vec<(String, IdxError)>,
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}
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impl Analysis<'_> {
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/// Technical analysis over one year of daily history from `source`
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/// (see `Market::history_source`).
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pub fn technical(
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&self,
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symbol: &str,
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source: HistorySource,
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policy: CachePolicy,
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) -> Result<Fetched<TechnicalReport>, IdxError> {
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let idx = self.idx;
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let (provider_kind, provider) =
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history_provider(idx.provider.kind(), source.mode, idx.config.verbose)?;
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let bucket = format!("{}-technical", provider_kind.as_str());
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let resolved = idx.resolve(symbol)?;
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cached_fetch(
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&idx.cache,
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CacheSpec {
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bucket: &bucket,
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key: &resolved,
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ttl_secs: idx.config.quote_ttl,
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subject: &resolved,
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source: provider_kind.as_str(),
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},
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policy,
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|| provider.history(&resolved, &Period::OneYear, &Interval::Day),
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|history| build_technical_report(&resolved, &history),
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)
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}
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pub fn growth(
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&self,
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symbol: &str,
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policy: CachePolicy,
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) -> Result<Fetched<GrowthReport>, IdxError> {
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self.fundamental_report(symbol, "growth", policy, |_, f| analyze_growth(f))
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}
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pub fn valuation(
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&self,
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symbol: &str,
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policy: CachePolicy,
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) -> Result<Fetched<ValuationReport>, IdxError> {
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self.fundamental_report(symbol, "valuation", policy, |_, f| analyze_valuation(f))
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}
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pub fn risk(&self, symbol: &str, policy: CachePolicy) -> Result<Fetched<RiskReport>, IdxError> {
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self.fundamental_report(symbol, "risk", policy, |_, f| analyze_risk(f))
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}
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pub fn fundamental(
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&self,
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symbol: &str,
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policy: CachePolicy,
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) -> Result<Fetched<FundamentalReport>, IdxError> {
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self.fundamental_report(symbol, "fundamental", policy, analyze_fundamental)
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}
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/// Fundamental reports for each symbol. Fails only if every symbol fails
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/// (with the last error) or a symbol cannot be resolved.
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pub fn compare<S: AsRef<str>>(
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&self,
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symbols: &[S],
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policy: CachePolicy,
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) -> Result<Comparison, IdxError> {
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let mut reports = Vec::new();
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let mut failures = Vec::new();
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for symbol in symbols {
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let resolved = self.idx.resolve(symbol.as_ref())?;
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match self.fundamental(&resolved, policy) {
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Ok(report) => reports.push(report),
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Err(err) => failures.push((resolved, err)),
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}
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}
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if reports.is_empty() {
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return Err(failures.pop().map(|(_, err)| err).unwrap_or_else(|| {
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IdxError::CacheMiss("fundamental/no symbols could be compared".to_string())
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}));
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}
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Ok(Comparison { reports, failures })
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}
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fn fundamental_report<T>(
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&self,
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symbol: &str,
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bucket: &str,
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policy: CachePolicy,
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analyzer: impl FnOnce(&str, &Fundamentals) -> T,
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) -> Result<Fetched<T>, IdxError>
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where
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T: Serialize + DeserializeOwned,
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{
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let idx = self.idx;
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let resolved = idx.resolve(symbol)?;
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let bucket = idx.bucket(bucket);
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cached_fetch(
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&idx.cache,
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CacheSpec {
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bucket: &bucket,
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key: &resolved,
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ttl_secs: idx.config.fundamental_ttl,
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subject: &resolved,
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source: idx.provider.kind().as_str(),
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},
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policy,
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|| idx.provider.market().fundamentals(&resolved),
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|fundamentals| Ok(analyzer(&resolved, &fundamentals)),
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)
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}
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}
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