From ae0ca0c1096e281753d5f74046ab3eb8c45d3a4b Mon Sep 17 00:00:00 2001 From: 0xrsydn Date: Tue, 3 Nov 2026 16:02:26 +0700 Subject: [PATCH] feat: shareholder movements from the Stockbit session (ownership movements) `idx ownership movements [SYMBOL]` and the MCP tool `get_shareholder_movements` list reported changes in insiders' and major holders' stakes, newest first, from Stockbit's /insider/company/majorholder: IDX insider disclosures (any size, with the trade price) and KSEI changes of holders at 5% and above (Stockbit's estimated price). Stockbit filters by date range, holder id, action and source; each page is 50 rows and one request, up to 10 pages, cached an hour per page under every filter. Rows keep exact signed share counts and the stake in basis points as Stockbit rounds it; unknown action labels are kept as `other` rather than dropped. JSON is {movements, more}; JSONL is one movement per line. The command lives under `ownership` but needs no import, and `ownership` commands now take --offline / --no-cache for it. The per-symbol summary score is the next PR; docs/STOCKBIT.md records the endpoint's parameters and action types as checked on 2026-11-03. Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY --- README.md | 7 +- ROADMAP.md | 6 +- crates/idx-cli/src/cli/ownership.rs | 81 +++- crates/idx-cli/src/main.rs | 4 +- crates/idx-cli/src/output/mod.rs | 16 + crates/idx-cli/src/output/table.rs | 110 +++++ crates/idx-cli/tests/golden/cases.toml | 24 + .../tests/golden/completions-bash.golden | 93 +++- .../golden/error-movements-holder.json.golden | 4 + .../error-movements-holder.table.golden | 4 + .../error-movements-no-session.json.golden | 4 + .../error-movements-no-session.table.golden | 4 + .../tests/golden/help-ownership.golden | 1 + .../ownership-movements-bbca.json.golden | 4 + .../ownership-movements-bbca.table.golden | 26 ++ ...ownership-movements-ksei-sells.json.golden | 4 + ...wnership-movements-ksei-sells.table.golden | 15 + .../golden/ownership-movements.json.golden | 4 + .../golden/ownership-movements.table.golden | 37 ++ crates/idx-core/src/api/mock.rs | 37 +- crates/idx-core/src/api/mod.rs | 19 + crates/idx-core/src/api/stockbit/exodus.rs | 22 +- crates/idx-core/src/api/stockbit/mod.rs | 14 +- crates/idx-core/src/api/stockbit/movement.rs | 328 +++++++++++++ crates/idx-core/src/client.rs | 4 + crates/idx-core/src/lib.rs | 1 + crates/idx-core/src/movements/mod.rs | 124 +++++ crates/idx-core/src/movements/types.rs | 334 ++++++++++++++ .../fixtures/stockbit_exodus_majorholder.json | 416 +++++++++++++++++ .../stockbit_exodus_majorholder_bbca.json | 430 ++++++++++++++++++ .../stockbit_exodus_majorholder_bbca_p2.json | 220 +++++++++ .../stockbit_exodus_majorholder_p2.json | 314 +++++++++++++ crates/idx-mcp/src/params.rs | 41 ++ crates/idx-mcp/src/server.rs | 41 +- crates/idx-mcp/tests/golden/tools.json | 70 +++ crates/idx-mcp/tests/mcp.rs | 51 ++- docs/ARCHITECTURE.md | 8 + docs/STOCKBIT.md | 35 +- web/src/content/docs/cli/ownership.md | 26 ++ web/src/content/docs/cli/reference.md | 74 +++ web/src/content/docs/cli/stockbit.md | 4 +- web/src/content/docs/mcp/index.md | 4 +- web/src/content/docs/mcp/tools.md | 14 + 43 files changed, 3050 insertions(+), 29 deletions(-) create mode 100644 crates/idx-cli/tests/golden/error-movements-holder.json.golden create mode 100644 crates/idx-cli/tests/golden/error-movements-holder.table.golden create mode 100644 crates/idx-cli/tests/golden/error-movements-no-session.json.golden create mode 100644 crates/idx-cli/tests/golden/error-movements-no-session.table.golden create mode 100644 crates/idx-cli/tests/golden/ownership-movements-bbca.json.golden create mode 100644 crates/idx-cli/tests/golden/ownership-movements-bbca.table.golden create mode 100644 crates/idx-cli/tests/golden/ownership-movements-ksei-sells.json.golden create mode 100644 crates/idx-cli/tests/golden/ownership-movements-ksei-sells.table.golden create mode 100644 crates/idx-cli/tests/golden/ownership-movements.json.golden create mode 100644 crates/idx-cli/tests/golden/ownership-movements.table.golden create mode 100644 crates/idx-core/src/api/stockbit/movement.rs create mode 100644 crates/idx-core/src/movements/mod.rs create mode 100644 crates/idx-core/src/movements/types.rs create mode 100644 crates/idx-core/tests/fixtures/stockbit_exodus_majorholder.json create mode 100644 crates/idx-core/tests/fixtures/stockbit_exodus_majorholder_bbca.json create mode 100644 crates/idx-core/tests/fixtures/stockbit_exodus_majorholder_bbca_p2.json create mode 100644 crates/idx-core/tests/fixtures/stockbit_exodus_majorholder_p2.json diff --git a/README.md b/README.md index 8b5281c..695c8d3 100644 --- a/README.md +++ b/README.md @@ -98,7 +98,8 @@ idx ownership changes --from 2026-07-31 --to 2026-08-31 market is open, delayed at least 10 minutes. With your own account (`idx stockbit login`): `stocks orderbook` depth, live quotes, Stockbit daily history, and corporate actions (`stocks actions`, - `stocks calendar`: dividends, rights, splits, meetings, IPOs and more). Personal use under Stockbit's terms; see + `stocks calendar`: dividends, rights, splits, meetings, IPOs and more), and + insider and major holder buys and sells (`ownership movements`). Personal use under Stockbit's terms; see the [Stockbit page](https://idx.rasyidanaf.com/cli/stockbit/) - Local file cache with TTL, and `--offline` mode with stale-cache fallback @@ -166,9 +167,9 @@ change it to `auto` with `idx config set general.output auto`. ## MCP server -`idx-mcp` serves the same data to MCP clients over stdio, as 20 tools: +`idx-mcp` serves the same data to MCP clients over stdio, as 21 tools: `get_quotes`, `get_intraday`, `get_orderbook`, `get_corporate_actions`, -`get_corporate_calendar`, `stockbit_status`, `stockbit_login`, `get_price_history`, `screen_stocks`, `get_company`, +`get_corporate_calendar`, `get_shareholder_movements`, `stockbit_status`, `stockbit_login`, `get_price_history`, `screen_stocks`, `get_company`, `analyze_stock`, `compare_stocks`, `get_broker_summary`, `analyze_bandar`, `get_foreign_flow`, `get_shareholders`, `get_investor_holdings`, `search_investors`, `get_ownership_changes`, and `ownership_status`. Live results come wrapped as diff --git a/ROADMAP.md b/ROADMAP.md index 88d1ea7..a2929cd 100644 --- a/ROADMAP.md +++ b/ROADMAP.md @@ -14,8 +14,10 @@ history lives in git. - Multi-period financial statements (today `financials` is single-period) - Order book depth without a login: no free source exists (IDX sells delayed depth to vendors); `stocks orderbook` needs the user's Stockbit login. -- Shareholder movements (`ownership movements`) from the Stockbit session; - design and endpoints in `docs/STOCKBIT.md`. Corporate-action follow-ups: +- Shareholder movement follow-ups (`docs/STOCKBIT.md`): `ownership movements + --summary`, a per-symbol score (net value, distinct buyers, share-plan + flag), then an event study before calling any of it a signal; joining + holders to ownership entities by name. Corporate-action follow-ups: ex-dates of splits, bonuses and rights noted in `stocks history`, and the `stock_dividend` / `reversesplit` row shapes once Stockbit lists one. - Stockbit login follow-ups: hourly OHLCV from the session's `1w` chart (the diff --git a/crates/idx-cli/src/cli/ownership.rs b/crates/idx-cli/src/cli/ownership.rs index 125952f..cd2850f 100644 --- a/crates/idx-cli/src/cli/ownership.rs +++ b/crates/idx-cli/src/cli/ownership.rs @@ -13,9 +13,11 @@ use idx_core::error::IdxError; use idx_core::investor::{ ConcentrationRank, HolderSource, ImportSource, Investor, parse_report_family, }; +use idx_core::movements::types::{ActionFilter, MovementQuery, MovementSource}; use idx_core::ownership::graph; use idx_core::ownership::snapshot; use idx_core::ownership::types::{ChangeType, FlowSignal, HolderRow, OwnershipSource}; +use idx_core::{CachePolicy, Idx}; #[derive(Debug, Args)] #[command( @@ -72,6 +74,17 @@ pub enum OwnershipCommand { after_help = "Examples:\n idx ownership releases\n idx ownership changes --from 2026-08-31 --to 2026-09-30" )] Changes(ChangesArgs), + #[command( + about = "Insider and major holder buys and sells, as reported (Stockbit login)", + long_about = "Reported changes in holders' stakes from your own Stockbit session (`idx \ +stockbit login`), newest first: IDX insider disclosures (directors, commissioners and other \ +insiders, any size, with the trade price) and KSEI's changes of holders at 5% and above (Stockbit \ +estimates their price). One stock's, or the whole market's without SYMBOL. Each page is 50 rows \ +and one request; answers are cached for an hour.\n\nThese are filings, not signals: a share \ +plan shows as many insiders buying at one price, and a row appears days after the change.", + after_help = "Examples:\n idx ownership movements BBCA\n idx ownership movements --action sell --source ksei\n idx ownership movements --from 2026-10-01 --to 2026-10-31 --pages 5\n idx ownership movements --holder 1000004481 # one holder's history (HOLDER ID column)" + )] + Movements(MovementsArgs), /// Ownership network graph. Graph(GraphArgs), /// Manual entity resolution workflow. @@ -168,6 +181,30 @@ pub struct ChangesArgs { pub to: String, } +#[derive(Debug, Args)] +pub struct MovementsArgs { + /// Single ticker symbol (e.g. BBCA); omit for the whole market. + pub symbol: Option, + /// First day, YYYY-MM-DD. + #[arg(long)] + pub from: Option, + /// Last day, YYYY-MM-DD. + #[arg(long)] + pub to: Option, + /// One holder's movements, by the id in the HOLDER ID column. + #[arg(long = "holder", value_name = "ID")] + pub holder_id: Option, + /// Only this kind of movement. + #[arg(long, value_enum)] + pub action: Option, + /// Only IDX insider disclosures or KSEI 5% holder changes. + #[arg(long, value_enum)] + pub source: Option, + /// Pages of 50 rows to read (1-10). + #[arg(long, default_value_t = 1)] + pub pages: u32, +} + #[derive(Debug, Args)] pub struct GraphArgs { /// Ticker code or entity name to start from. @@ -209,7 +246,15 @@ pub enum ResolveCommand { }, } -pub fn handle(cmd: &OwnershipCommand, config: &IdxConfig) -> Result<(), IdxError> { +pub fn handle( + cmd: &OwnershipCommand, + config: &IdxConfig, + offline: bool, + no_cache: bool, +) -> Result<(), IdxError> { + if let OwnershipCommand::Movements(args) = cmd { + return handle_movements(args, config, CachePolicy::from_flags(offline, no_cache)?); + } let investor = Investor::new(&config.core); let inv = &investor; match cmd { @@ -223,6 +268,9 @@ pub fn handle(cmd: &OwnershipCommand, config: &IdxConfig) -> Result<(), IdxError OwnershipCommand::Concentration(args) => handle_concentration(inv, args, config), OwnershipCommand::Flow(args) => handle_flow(inv, args, config), OwnershipCommand::Changes(args) => handle_changes(inv, args, config), + OwnershipCommand::Movements(args) => { + handle_movements(args, config, CachePolicy::from_flags(offline, no_cache)?) + } OwnershipCommand::Graph(args) => handle_graph(inv, args, config), OwnershipCommand::Resolve(args) => handle_resolve(inv, args, config), OwnershipCommand::Releases => handle_releases(inv, config), @@ -678,6 +726,37 @@ fn handle_changes( Ok(()) } +fn handle_movements( + args: &MovementsArgs, + config: &IdxConfig, + policy: CachePolicy, +) -> Result<(), IdxError> { + let mut query = MovementQuery::from_args( + args.symbol.as_deref(), + args.from.as_deref(), + args.to.as_deref(), + args.holder_id.as_deref(), + args.pages, + )?; + query.action = args.action; + query.source = args.source; + let idx = Idx::new(config.core.clone())?; + let list = idx.movements().list(&query, policy)?; + let symbol = match &query.symbol { + Some(symbol) => Some(idx_core::api::resolve_symbol( + symbol, + &config.core.exchange, + )?), + None => None, + }; + crate::output::render_shareholder_movements( + symbol.as_deref(), + &list.data, + &config.output, + config.no_color, + ) +} + fn handle_resolve( investor: &Investor, args: &ResolveArgs, diff --git a/crates/idx-cli/src/main.rs b/crates/idx-cli/src/main.rs index bbaab3f..e7da72d 100644 --- a/crates/idx-cli/src/main.rs +++ b/crates/idx-cli/src/main.rs @@ -81,7 +81,9 @@ fn run() -> Result<(), IdxError> { } #[cfg(feature = "ownership")] Commands::Ownership(cmd) => { - if let Err(err) = cli::ownership::handle(&cmd.command, &config) { + if let Err(err) = + cli::ownership::handle(&cmd.command, &config, cli.offline, cli.no_cache) + { emit_error(&err, &config.output); return Err(err); } diff --git a/crates/idx-cli/src/output/mod.rs b/crates/idx-cli/src/output/mod.rs index 83dd257..633acb2 100644 --- a/crates/idx-cli/src/output/mod.rs +++ b/crates/idx-cli/src/output/mod.rs @@ -22,6 +22,7 @@ use idx_core::config::ProviderKind; use idx_core::corporate::types::{CalendarRange, CorporateAction}; use idx_core::error::IdxError; use idx_core::flow::types::ForeignFlow; +use idx_core::movements::types::MovementList; /// Output format requested by the user (flag, `IDX_OUTPUT`, or config file). #[derive(Debug, Clone, Copy, ValueEnum, PartialEq, Eq, Serialize, serde::Deserialize, Default)] @@ -126,6 +127,21 @@ pub fn render_corporate_calendar( } } +/// JSON is `{movements, more}` (`more`: rows remain past the pages read); +/// JSONL is one movement per line. +pub fn render_shareholder_movements( + symbol: Option<&str>, + list: &MovementList, + format: &OutputFormat, + no_color: bool, +) -> Result<(), IdxError> { + match format { + OutputFormat::Table => table::print_shareholder_movements(symbol, list, no_color), + OutputFormat::Json => json::print_json(list), + OutputFormat::Jsonl => json::print_json(&list.movements), + } +} + pub fn render_broker_summary( summary: &BrokerSummary, format: &OutputFormat, diff --git a/crates/idx-cli/src/output/table.rs b/crates/idx-cli/src/output/table.rs index 994c454..35cb88d 100644 --- a/crates/idx-cli/src/output/table.rs +++ b/crates/idx-cli/src/output/table.rs @@ -18,6 +18,9 @@ use idx_core::broker::types::{BrokerBoard, BrokerFlow, BrokerInvestor, BrokerKin use idx_core::corporate::types::{ActionKind, CalendarRange, CorporateAction, DateRange}; use idx_core::error::IdxError; use idx_core::flow::types::{FlowSource, ForeignFlow}; +use idx_core::movements::types::{ + MovementAction, MovementList, MovementSource, ShareholderMovement, +}; pub fn format_idr(value: i64) -> String { let sign = if value.is_negative() { "-" } else { "" }; @@ -1855,6 +1858,113 @@ pub fn print_corporate_calendar( Ok(()) } +fn movement_action_label(action: MovementAction, no_color: bool) -> String { + let label = action.as_str().replace('_', " "); + match action { + _ if no_color => label, + MovementAction::Buy => label.green().to_string(), + MovementAction::Sell => label.red().to_string(), + _ => label, + } +} + +/// Signed exact shares: `+147,933`, `-10,000,000`. +fn format_signed_shares(value: i64) -> String { + let text = format_idr(value); + if value > 0 { format!("+{text}") } else { text } +} + +/// The stake after the change and the change in percentage points: +/// `40.65% (-0.16)`. A stake that rounds to 0 basis points reads `<0.01%`. +fn movement_stake(movement: &ShareholderMovement) -> String { + let after = match movement.percentage_after_bps { + 0 if movement.shares_after > 0 => "<0.01%".to_string(), + bps => format!("{:.2}%", bps as f64 / 100.0), + }; + match movement.percentage_change_bps { + 0 => after, + bps => format!("{after} ({:+.2})", bps as f64 / 100.0), + } +} + +const MOVEMENT_NOTE: &str = "IDX rows are insider disclosures (directors, commissioners and \ +other insiders); KSEI rows are changes of holders at 5% and above. ~ marks Stockbit's estimated \ +price. Rows appear days after the change."; + +pub fn print_shareholder_movements( + symbol: Option<&str>, + list: &MovementList, + no_color: bool, +) -> Result<(), IdxError> { + let title = match symbol { + Some(symbol) => format!("Shareholder movements for {}", terminal_safe(symbol)), + None => "Shareholder movements across IDX".to_string(), + }; + println!("{}", format!("{title} ({})", list.movements.len()).bold()); + if list.movements.is_empty() { + println!("No movements reported for this query."); + } else { + let mut table = Table::new(); + table + .load_preset(UTF8_FULL) + .set_content_arrangement(ContentArrangement::Dynamic) + .set_header(vec![ + "DATE", + "SYMBOL", + "HOLDER", + "ROLE", + "ACTION", + "SHARES", + "STAKE", + "PRICE", + "VALUE", + "SOURCE", + "HOLDER ID", + ]); + for movement in &list.movements { + let estimated = if movement.price_estimated { "~" } else { "" }; + table.add_row(vec![ + cell(movement.date), + cell(&movement.symbol), + cell(&movement.holder), + cell(if movement.roles.is_empty() { + "-".to_string() + } else { + movement.roles.join(", ") + }), + painted(movement_action_label(movement.action, no_color)), + cell(format_signed_shares(movement.shares_change)), + cell(movement_stake(movement)), + cell( + movement + .price + .map(|p| format!("{estimated}{}", format_idr(p))) + .unwrap_or_else(|| "-".to_string()), + ), + cell( + movement + .value + .map(|v| format!("{estimated}{}", format_compact(v))) + .unwrap_or_else(|| "-".to_string()), + ), + cell(match movement.source { + Some(MovementSource::Idx) => "IDX", + Some(MovementSource::Ksei) => "KSEI", + None => "-", + }), + cell(&movement.holder_id), + ]); + } + println!("{table}"); + println!("{MOVEMENT_NOTE}"); + } + if list.more { + println!("More rows exist: raise --pages (up to 10) or narrow --from/--to."); + } + println!("{STOCKBIT_SESSION_NOTE}"); + Ok(()) +} + #[cfg(test)] mod tests { use super::{ diff --git a/crates/idx-cli/tests/golden/cases.toml b/crates/idx-cli/tests/golden/cases.toml index 942f618..af7eced 100644 --- a/crates/idx-cli/tests/golden/cases.toml +++ b/crates/idx-cli/tests/golden/cases.toml @@ -420,6 +420,15 @@ args = ["stocks", "orderbook", "BBCA"] name = "error-actions-no-session" args = ["stocks", "actions", "BBCA"] +[[case]] +name = "error-movements-no-session" +args = ["ownership", "movements", "BBCA"] + +[[case]] +name = "error-movements-holder" +args = ["ownership", "movements", "--holder", "RUDI"] +env = { IDX_STOCKBIT_REFRESH_TOKEN = "eyJhbGciOiJub25lIn0.eyJleHAiOiA0MTAyNDQ0ODAwLCAibm90ZSI6ICJ0ZXN0IHRva2VuLCBzaWduZWQgYnkgbm9ib2R5In0.c2ln" } + [[case]] name = "error-calendar-range" args = ["stocks", "calendar", "--from", "2026-11-10", "--to", "2026-11-01"] @@ -432,6 +441,21 @@ env = { IDX_STOCKBIT_REFRESH_TOKEN = "eyJhbGciOiJub25lIn0.eyJleHAiOiA0MTAyNDQ0OD # --- ownership -------------------------------------------------------------------- +[[case]] +name = "ownership-movements" +args = ["ownership", "movements", "--pages", "2"] +env = { IDX_STOCKBIT_REFRESH_TOKEN = "eyJhbGciOiJub25lIn0.eyJleHAiOiA0MTAyNDQ0ODAwLCAibm90ZSI6ICJ0ZXN0IHRva2VuLCBzaWduZWQgYnkgbm9ib2R5In0.c2ln" } + +[[case]] +name = "ownership-movements-bbca" +args = ["ownership", "movements", "BBCA"] +env = { IDX_STOCKBIT_REFRESH_TOKEN = "eyJhbGciOiJub25lIn0.eyJleHAiOiA0MTAyNDQ0ODAwLCAibm90ZSI6ICJ0ZXN0IHRva2VuLCBzaWduZWQgYnkgbm9ib2R5In0.c2ln" } + +[[case]] +name = "ownership-movements-ksei-sells" +args = ["ownership", "movements", "--action", "sell", "--source", "ksei", "--pages", "3"] +env = { IDX_STOCKBIT_REFRESH_TOKEN = "eyJhbGciOiJub25lIn0.eyJleHAiOiA0MTAyNDQ0ODAwLCAibm90ZSI6ICJ0ZXN0IHRva2VuLCBzaWduZWQgYnkgbm9ib2R5In0.c2ln" } + [[case]] name = "ownership-releases-empty" args = ["ownership", "releases"] diff --git a/crates/idx-cli/tests/golden/completions-bash.golden b/crates/idx-cli/tests/golden/completions-bash.golden index 603c3e0..b7506c3 100644 --- a/crates/idx-cli/tests/golden/completions-bash.golden +++ b/crates/idx-cli/tests/golden/completions-bash.golden @@ -156,6 +156,9 @@ _idx() { idx__help__ownership,import) cmd="idx__help__ownership__import" ;; + idx__help__ownership,movements) + cmd="idx__help__ownership__movements" + ;; idx__help__ownership,releases) cmd="idx__help__ownership__releases" ;; @@ -282,6 +285,9 @@ _idx() { idx__ownership,import) cmd="idx__ownership__import" ;; + idx__ownership,movements) + cmd="idx__ownership__movements" + ;; idx__ownership,releases) cmd="idx__ownership__releases" ;; @@ -324,6 +330,9 @@ _idx() { idx__ownership__help,import) cmd="idx__ownership__help__import" ;; + idx__ownership__help,movements) + cmd="idx__ownership__help__movements" + ;; idx__ownership__help,releases) cmd="idx__ownership__help__releases" ;; @@ -1095,7 +1104,7 @@ _idx() { return 0 ;; idx__help__ownership) - opts="discover import sync ticker entity search cross-holders concentration flow changes graph resolve releases" + opts="discover import sync ticker entity search cross-holders concentration flow changes movements graph resolve releases" if [[ ${cur} == -* || ${COMP_CWORD} -eq 3 ]] ; then COMPREPLY=( $(compgen -W "${opts}" -- "${cur}") ) return 0 @@ -1220,6 +1229,20 @@ _idx() { COMPREPLY=( $(compgen -W "${opts}" -- "${cur}") ) return 0 ;; + idx__help__ownership__movements) + opts="" + if [[ ${cur} == -* || ${COMP_CWORD} -eq 4 ]] ; then + COMPREPLY=( $(compgen -W "${opts}" -- "${cur}") ) + return 0 + fi + case "${prev}" in + *) + COMPREPLY=() + ;; + esac + COMPREPLY=( $(compgen -W "${opts}" -- "${cur}") ) + return 0 + ;; idx__help__ownership__releases) opts="" if [[ ${cur} == -* || ${COMP_CWORD} -eq 4 ]] ; then @@ -1725,7 +1748,7 @@ _idx() { return 0 ;; idx__ownership) - opts="-o -q -v -h --output --no-color --quiet --verbose --provider --offline --no-cache --help discover import sync ticker entity search cross-holders concentration flow changes graph resolve releases help" + opts="-o -q -v -h --output --no-color --quiet --verbose --provider --offline --no-cache --help discover import sync ticker entity search cross-holders concentration flow changes movements graph resolve releases help" if [[ ${cur} == -* || ${COMP_CWORD} -eq 2 ]] ; then COMPREPLY=( $(compgen -W "${opts}" -- "${cur}") ) return 0 @@ -1973,7 +1996,7 @@ _idx() { return 0 ;; idx__ownership__help) - opts="discover import sync ticker entity search cross-holders concentration flow changes graph resolve releases help" + opts="discover import sync ticker entity search cross-holders concentration flow changes movements graph resolve releases help" if [[ ${cur} == -* || ${COMP_CWORD} -eq 3 ]] ; then COMPREPLY=( $(compgen -W "${opts}" -- "${cur}") ) return 0 @@ -2112,6 +2135,20 @@ _idx() { COMPREPLY=( $(compgen -W "${opts}" -- "${cur}") ) return 0 ;; + idx__ownership__help__movements) + opts="" + if [[ ${cur} == -* || ${COMP_CWORD} -eq 4 ]] ; then + COMPREPLY=( $(compgen -W "${opts}" -- "${cur}") ) + return 0 + fi + case "${prev}" in + *) + COMPREPLY=() + ;; + esac + COMPREPLY=( $(compgen -W "${opts}" -- "${cur}") ) + return 0 + ;; idx__ownership__help__releases) opts="" if [[ ${cur} == -* || ${COMP_CWORD} -eq 4 ]] ; then @@ -2262,6 +2299,56 @@ _idx() { COMPREPLY=( $(compgen -W "${opts}" -- "${cur}") ) return 0 ;; + idx__ownership__movements) + opts="-o -q -v -h --from --to --holder --action --source --pages --output --no-color --quiet --verbose --provider --offline --no-cache --help [SYMBOL]" + if [[ ${cur} == -* || ${COMP_CWORD} -eq 3 ]] ; then + COMPREPLY=( $(compgen -W "${opts}" -- "${cur}") ) + return 0 + fi + case "${prev}" in + --from) + COMPREPLY=($(compgen -f "${cur}")) + return 0 + ;; + --to) + COMPREPLY=($(compgen -f "${cur}")) + return 0 + ;; + --holder) + COMPREPLY=($(compgen -f "${cur}")) + return 0 + ;; + --action) + COMPREPLY=($(compgen -W "buy sell transfer cross corporate-action" -- "${cur}")) + return 0 + ;; + --source) + COMPREPLY=($(compgen -W "idx ksei" -- "${cur}")) + return 0 + ;; + --pages) + COMPREPLY=($(compgen -f "${cur}")) + return 0 + ;; + --output) + COMPREPLY=($(compgen -W "auto table json jsonl" -- "${cur}")) + return 0 + ;; + -o) + COMPREPLY=($(compgen -W "auto table json jsonl" -- "${cur}")) + return 0 + ;; + --provider) + COMPREPLY=($(compgen -W "yahoo msn stockbit" -- "${cur}")) + return 0 + ;; + *) + COMPREPLY=() + ;; + esac + COMPREPLY=( $(compgen -W "${opts}" -- "${cur}") ) + return 0 + ;; idx__ownership__releases) opts="-o -q -v -h --output --no-color --quiet --verbose --provider --offline --no-cache --help" if [[ ${cur} == -* || ${COMP_CWORD} -eq 3 ]] ; then diff --git a/crates/idx-cli/tests/golden/error-movements-holder.json.golden b/crates/idx-cli/tests/golden/error-movements-holder.json.golden new file mode 100644 index 0000000..782a248 --- /dev/null +++ b/crates/idx-cli/tests/golden/error-movements-holder.json.golden @@ -0,0 +1,4 @@ +exit: 2 +--- stdout +--- stderr +{"code":"INVALIDINPUT","error":true,"message":"invalid input: holder 'RUDI' is not a holder id; ids are digits, shown in the HOLDER ID column and as holder_id in JSON"} diff --git a/crates/idx-cli/tests/golden/error-movements-holder.table.golden b/crates/idx-cli/tests/golden/error-movements-holder.table.golden new file mode 100644 index 0000000..2f44611 --- /dev/null +++ b/crates/idx-cli/tests/golden/error-movements-holder.table.golden @@ -0,0 +1,4 @@ +exit: 2 +--- stdout +--- stderr +Error: invalid input: holder 'RUDI' is not a holder id; ids are digits, shown in the HOLDER ID column and as holder_id in JSON diff --git a/crates/idx-cli/tests/golden/error-movements-no-session.json.golden b/crates/idx-cli/tests/golden/error-movements-no-session.json.golden new file mode 100644 index 0000000..d38ac26 --- /dev/null +++ b/crates/idx-cli/tests/golden/error-movements-no-session.json.golden @@ -0,0 +1,4 @@ +exit: 4 +--- stdout +--- stderr +{"code":"AUTHERROR","error":true,"message":"auth error: no Stockbit session; run `idx stockbit login` (or set IDX_STOCKBIT_REFRESH_TOKEN)"} diff --git a/crates/idx-cli/tests/golden/error-movements-no-session.table.golden b/crates/idx-cli/tests/golden/error-movements-no-session.table.golden new file mode 100644 index 0000000..e1fcda0 --- /dev/null +++ b/crates/idx-cli/tests/golden/error-movements-no-session.table.golden @@ -0,0 +1,4 @@ +exit: 4 +--- stdout +--- stderr +Error: auth error: no Stockbit session; run `idx stockbit login` (or set IDX_STOCKBIT_REFRESH_TOKEN) diff --git a/crates/idx-cli/tests/golden/help-ownership.golden b/crates/idx-cli/tests/golden/help-ownership.golden index 202f0da..406d191 100644 --- a/crates/idx-cli/tests/golden/help-ownership.golden +++ b/crates/idx-cli/tests/golden/help-ownership.golden @@ -20,6 +20,7 @@ Commands: concentration Rank tickers by ownership concentration flow Show Bing institutional flow for a ticker changes Diff two KSEI releases + movements Insider and major holder buys and sells, as reported (Stockbit login) graph Ownership network graph resolve Manual entity resolution workflow releases List imported KSEI releases diff --git a/crates/idx-cli/tests/golden/ownership-movements-bbca.json.golden b/crates/idx-cli/tests/golden/ownership-movements-bbca.json.golden new file mode 100644 index 0000000..fa4664c --- /dev/null +++ b/crates/idx-cli/tests/golden/ownership-movements-bbca.json.golden @@ -0,0 +1,4 @@ +exit: 0 +--- stdout +{"movements":[{"symbol":"BBCA","date":"2026-03-25","holder":"HENDRA TANUMIHARDJA","holder_id":"1000000439","action":"buy","source":"idx","locality":"Local","roles":["director"],"shares_before":193206,"shares_after":341139,"shares_change":147933,"percentage_before_bps":0,"percentage_after_bps":0,"percentage_change_bps":0,"price":6982,"price_estimated":false,"value":1032868206},{"symbol":"BBCA","date":"2026-03-25","holder":"A. WIDODO MULYONO","holder_id":"1000000438","action":"buy","source":"idx","locality":"Local","shares_before":440838,"shares_after":681407,"shares_change":240569,"percentage_before_bps":0,"percentage_after_bps":0,"percentage_change_bps":0,"price":6982,"price_estimated":false,"value":1679652758},{"symbol":"BBCA","date":"2026-03-25","holder":"GREGORY HENDRA LEMBONG","holder_id":"1000000437","action":"buy","source":"idx","locality":"Local","roles":["director"],"shares_before":1531282,"shares_after":2666921,"shares_change":1135639,"percentage_before_bps":0,"percentage_after_bps":0,"percentage_change_bps":0,"price":6982,"price_estimated":false,"value":7929031498},{"symbol":"BBCA","date":"2026-03-25","holder":"SANTOSO","holder_id":"1000000209","action":"buy","source":"idx","locality":"Local","roles":["director"],"shares_before":3269028,"shares_after":3764062,"shares_change":495034,"percentage_before_bps":0,"percentage_after_bps":0,"percentage_change_bps":0,"price":6982,"price_estimated":false,"value":3456327388},{"symbol":"BBCA","date":"2026-03-25","holder":"TONNY KUSNADI","holder_id":"14421","action":"buy","source":"idx","locality":"Local","roles":["commissioner"],"shares_before":7502058,"shares_after":7819950,"shares_change":317892,"percentage_before_bps":1,"percentage_after_bps":1,"percentage_change_bps":0,"price":6982,"price_estimated":false,"value":2219521944},{"symbol":"BBCA","date":"2026-03-25","holder":"FRENGKY CHANDRA KUSUMA","holder_id":"14418","action":"buy","source":"idx","locality":"Local","roles":["director"],"shares_before":2429926,"shares_after":2835916,"shares_change":405990,"percentage_before_bps":0,"percentage_after_bps":0,"percentage_change_bps":0,"price":6982,"price_estimated":false,"value":2834622180},{"symbol":"BBCA","date":"2026-03-25","holder":"HARYANTO TIARA BUDIMAN","holder_id":"14417","action":"buy","source":"idx","locality":"Local","roles":["director"],"shares_before":1057378,"shares_after":1436806,"shares_change":379428,"percentage_before_bps":0,"percentage_after_bps":0,"percentage_change_bps":0,"price":6982,"price_estimated":false,"value":2649166296},{"symbol":"BBCA","date":"2026-03-25","holder":"VERA EVE LIM","holder_id":"14416","action":"buy","source":"idx","locality":"Local","roles":["director"],"shares_before":2731601,"shares_after":3281460,"shares_change":549859,"percentage_before_bps":0,"percentage_after_bps":0,"percentage_change_bps":0,"price":6982,"price_estimated":false,"value":3839115538}],"more":true} +--- stderr diff --git a/crates/idx-cli/tests/golden/ownership-movements-bbca.table.golden b/crates/idx-cli/tests/golden/ownership-movements-bbca.table.golden new file mode 100644 index 0000000..537acfd --- /dev/null +++ b/crates/idx-cli/tests/golden/ownership-movements-bbca.table.golden @@ -0,0 +1,26 @@ +exit: 0 +--- stdout +Shareholder movements for BBCA.JK (8) +┌────────────┬────────┬────────────────────────┬──────────────┬────────┬────────────┬────────┬───────┬───────┬────────┬────────────┐ +│ DATE ┆ SYMBOL ┆ HOLDER ┆ ROLE ┆ ACTION ┆ SHARES ┆ STAKE ┆ PRICE ┆ VALUE ┆ SOURCE ┆ HOLDER ID │ +╞════════════╪════════╪════════════════════════╪══════════════╪════════╪════════════╪════════╪═══════╪═══════╪════════╪════════════╡ +│ 2026-03-25 ┆ BBCA ┆ HENDRA TANUMIHARDJA ┆ director ┆ buy ┆ +147,933 ┆ <0.01% ┆ 6,982 ┆ 1.0B ┆ IDX ┆ 1000000439 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-03-25 ┆ BBCA ┆ A. WIDODO MULYONO ┆ - ┆ buy ┆ +240,569 ┆ <0.01% ┆ 6,982 ┆ 1.7B ┆ IDX ┆ 1000000438 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-03-25 ┆ BBCA ┆ GREGORY HENDRA LEMBONG ┆ director ┆ buy ┆ +1,135,639 ┆ <0.01% ┆ 6,982 ┆ 7.9B ┆ IDX ┆ 1000000437 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-03-25 ┆ BBCA ┆ SANTOSO ┆ director ┆ buy ┆ +495,034 ┆ <0.01% ┆ 6,982 ┆ 3.5B ┆ IDX ┆ 1000000209 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-03-25 ┆ BBCA ┆ TONNY KUSNADI ┆ commissioner ┆ buy ┆ +317,892 ┆ 0.01% ┆ 6,982 ┆ 2.2B ┆ IDX ┆ 14421 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-03-25 ┆ BBCA ┆ FRENGKY CHANDRA KUSUMA ┆ director ┆ buy ┆ +405,990 ┆ <0.01% ┆ 6,982 ┆ 2.8B ┆ IDX ┆ 14418 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-03-25 ┆ BBCA ┆ HARYANTO TIARA BUDIMAN ┆ director ┆ buy ┆ +379,428 ┆ <0.01% ┆ 6,982 ┆ 2.6B ┆ IDX ┆ 14417 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-03-25 ┆ BBCA ┆ VERA EVE LIM ┆ director ┆ buy ┆ +549,859 ┆ <0.01% ┆ 6,982 ┆ 3.8B ┆ IDX ┆ 14416 │ +└────────────┴────────┴────────────────────────┴──────────────┴────────┴────────────┴────────┴───────┴───────┴────────┴────────────┘ +IDX rows are insider disclosures (directors, commissioners and other insiders); KSEI rows are changes of holders at 5% and above. ~ marks Stockbit's estimated price. Rows appear days after the change. +More rows exist: raise --pages (up to 10) or narrow --from/--to. +Source: your Stockbit session; for personal, non-commercial use (Stockbit's terms). +--- stderr diff --git a/crates/idx-cli/tests/golden/ownership-movements-ksei-sells.json.golden b/crates/idx-cli/tests/golden/ownership-movements-ksei-sells.json.golden new file mode 100644 index 0000000..8f0f8c7 --- /dev/null +++ b/crates/idx-cli/tests/golden/ownership-movements-ksei-sells.json.golden @@ -0,0 +1,4 @@ +exit: 0 +--- stdout +{"movements":[{"symbol":"ATLA","date":"2026-10-30","holder":"RUDI R. SUTANTRA","holder_id":"1000004481","action":"sell","source":"ksei","locality":"Local","shares_before":2530254200,"shares_after":2520254200,"shares_change":-10000000,"percentage_before_bps":4081,"percentage_after_bps":4065,"percentage_change_bps":-16,"price":21,"price_estimated":true,"value":210000000},{"symbol":"FUJI","date":"2026-10-15","holder":"JEFRI NEDI","holder_id":"1000006017","action":"sell","source":"ksei","locality":"Local","shares_before":109431600,"shares_after":109251600,"shares_change":-180000,"percentage_before_bps":842,"percentage_after_bps":840,"percentage_change_bps":-1,"price":298,"price_estimated":true,"value":53640000},{"symbol":"ATLA","date":"2026-10-15","holder":"RUDI R. SUTANTRA","holder_id":"1000004481","action":"sell","source":"ksei","locality":"Local","shares_before":2638254200,"shares_after":2610254200,"shares_change":-28000000,"percentage_before_bps":4256,"percentage_after_bps":4210,"percentage_change_bps":-45,"price":29,"price_estimated":true,"value":812000000}],"more":false} +--- stderr diff --git a/crates/idx-cli/tests/golden/ownership-movements-ksei-sells.table.golden b/crates/idx-cli/tests/golden/ownership-movements-ksei-sells.table.golden new file mode 100644 index 0000000..b67a877 --- /dev/null +++ b/crates/idx-cli/tests/golden/ownership-movements-ksei-sells.table.golden @@ -0,0 +1,15 @@ +exit: 0 +--- stdout +Shareholder movements across IDX (3) +┌────────────┬────────┬──────────────────┬──────┬────────┬─────────────┬────────────────┬───────┬─────────┬────────┬────────────┐ +│ DATE ┆ SYMBOL ┆ HOLDER ┆ ROLE ┆ ACTION ┆ SHARES ┆ STAKE ┆ PRICE ┆ VALUE ┆ SOURCE ┆ HOLDER ID │ +╞════════════╪════════╪══════════════════╪══════╪════════╪═════════════╪════════════════╪═══════╪═════════╪════════╪════════════╡ +│ 2026-10-30 ┆ ATLA ┆ RUDI R. SUTANTRA ┆ - ┆ sell ┆ -10,000,000 ┆ 40.65% (-0.16) ┆ ~21 ┆ ~210.0M ┆ KSEI ┆ 1000004481 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-10-15 ┆ FUJI ┆ JEFRI NEDI ┆ - ┆ sell ┆ -180,000 ┆ 8.40% (-0.01) ┆ ~298 ┆ ~53.6M ┆ KSEI ┆ 1000006017 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-10-15 ┆ ATLA ┆ RUDI R. SUTANTRA ┆ - ┆ sell ┆ -28,000,000 ┆ 42.10% (-0.45) ┆ ~29 ┆ ~812.0M ┆ KSEI ┆ 1000004481 │ +└────────────┴────────┴──────────────────┴──────┴────────┴─────────────┴────────────────┴───────┴─────────┴────────┴────────────┘ +IDX rows are insider disclosures (directors, commissioners and other insiders); KSEI rows are changes of holders at 5% and above. ~ marks Stockbit's estimated price. Rows appear days after the change. +Source: your Stockbit session; for personal, non-commercial use (Stockbit's terms). +--- stderr diff --git a/crates/idx-cli/tests/golden/ownership-movements.json.golden b/crates/idx-cli/tests/golden/ownership-movements.json.golden new file mode 100644 index 0000000..3e5b499 --- /dev/null +++ b/crates/idx-cli/tests/golden/ownership-movements.json.golden @@ -0,0 +1,4 @@ +exit: 0 +--- stdout +{"movements":[{"symbol":"PEGE","date":"2026-11-02","holder":"OPTIMUS VISION GLOBAL","holder_id":"1000006115","action":"buy","source":"idx","locality":"Foreign","shares_before":249112774,"shares_after":251612774,"shares_change":2500000,"percentage_before_bps":659,"percentage_after_bps":666,"percentage_change_bps":7,"price":120,"price_estimated":false,"value":300000000,"purpose":"Pembelian"},{"symbol":"PEGE","date":"2026-11-02","holder":"OPTIMUS VISION GLOBAL","holder_id":"1000006115","action":"buy","source":"idx","locality":"Foreign","shares_before":246212774,"shares_after":249112774,"shares_change":2900000,"percentage_before_bps":652,"percentage_after_bps":659,"percentage_change_bps":8,"price":122,"price_estimated":false,"value":353800000,"purpose":"Pembelian"},{"symbol":"PEGE","date":"2026-11-02","holder":"OPTIMUS VISION GLOBAL","holder_id":"1000006115","action":"buy","source":"idx","locality":"Foreign","shares_before":242512774,"shares_after":243712774,"shares_change":1200000,"percentage_before_bps":642,"percentage_after_bps":645,"percentage_change_bps":3,"price":123,"price_estimated":false,"value":147600000,"purpose":"Pembelian"},{"symbol":"PEGE","date":"2026-11-02","holder":"OPTIMUS VISION GLOBAL","holder_id":"1000006115","action":"buy","source":"idx","locality":"Foreign","shares_before":241674474,"shares_after":242512774,"shares_change":838300,"percentage_before_bps":640,"percentage_after_bps":642,"percentage_change_bps":2,"price":119,"price_estimated":false,"value":99757700,"purpose":"Pembelian"},{"symbol":"PEGE","date":"2026-11-02","holder":"OPTIMUS VISION GLOBAL","holder_id":"1000006115","action":"buy","source":"idx","locality":"Foreign","shares_before":241650974,"shares_after":241674474,"shares_change":23500,"percentage_before_bps":640,"percentage_after_bps":640,"percentage_change_bps":0,"price":118,"price_estimated":false,"value":2773000,"purpose":"Pembelian"},{"symbol":"ATLA","date":"2026-10-30","holder":"RUDI R. SUTANTRA","holder_id":"1000004481","action":"sell","source":"ksei","locality":"Local","shares_before":2530254200,"shares_after":2520254200,"shares_change":-10000000,"percentage_before_bps":4081,"percentage_after_bps":4065,"percentage_change_bps":-16,"price":21,"price_estimated":true,"value":210000000},{"symbol":"BUVA","date":"2026-10-30","holder":"NUSANTARA UTAMA INVESTAMA","holder_id":"12606","action":"rights_issue","source":"ksei","locality":"Local","shares_before":18508539715,"shares_after":18508539715,"shares_change":0,"percentage_before_bps":6251,"percentage_after_bps":6154,"percentage_change_bps":-97,"price":353,"price_estimated":true},{"symbol":"SGER","date":"2026-10-30","holder":"WELLY THOMAS","holder_id":"14074","action":"transfer","source":"ksei","locality":"Local","shares_before":1285644762,"shares_after":1341269756,"shares_change":55624994,"percentage_before_bps":825,"percentage_after_bps":861,"percentage_change_bps":36,"price":794,"price_estimated":true,"value":44166245236},{"symbol":"ENRG","date":"2026-10-29","holder":"CGS INTERNATIONAL SEKURITAS INDONESIA","holder_id":"13898","action":"cross","source":"idx","locality":"Local","shares_before":3600545611,"shares_after":3100545614,"shares_change":-499999997,"percentage_before_bps":904,"percentage_after_bps":778,"percentage_change_bps":-125,"price":715,"price_estimated":false,"value":357499997855,"purpose":"Reverse REPO"},{"symbol":"ENRG","date":"2026-10-28","holder":"MAYBANK SEKURITAS INDONESIA","holder_id":"12202","action":"cross","source":"idx","locality":"Local","shares_before":2380252500,"shares_after":2442752500,"shares_change":62500000,"percentage_before_bps":597,"percentage_after_bps":613,"percentage_change_bps":16,"price":724,"price_estimated":true,"value":45250000000,"purpose":"Penambahan jaminan saham untuk transaksi repo"},{"symbol":"VISI","date":"2026-10-28","holder":"TRINUGRAHA THOHIR HARMONI","holder_id":"1000000448","action":"private_placement","source":"idx","locality":"Local","shares_before":246000000,"shares_after":270144900,"shares_change":24144900,"percentage_before_bps":770,"percentage_after_bps":845,"percentage_change_bps":76,"price":994,"price_estimated":false,"value":24000030600,"purpose":"PMTHMETD"},{"symbol":"MBSS","date":"2026-10-15","holder":"WIBOWO GROUP CAPITAL","holder_id":"1000005952","action":"tender_offer","source":"idx","locality":"Local","shares_before":1443766800,"shares_after":1576605000,"shares_change":132838200,"percentage_before_bps":8250,"percentage_after_bps":9009,"percentage_change_bps":759,"price":2915,"price_estimated":false,"value":387223353000},{"symbol":"FUJI","date":"2026-10-15","holder":"JEFRI NEDI","holder_id":"1000006017","action":"sell","source":"ksei","locality":"Local","shares_before":109431600,"shares_after":109251600,"shares_change":-180000,"percentage_before_bps":842,"percentage_after_bps":840,"percentage_change_bps":-1,"price":298,"price_estimated":true,"value":53640000},{"symbol":"ATLA","date":"2026-10-15","holder":"RUDI R. SUTANTRA","holder_id":"1000004481","action":"sell","source":"ksei","locality":"Local","shares_before":2638254200,"shares_after":2610254200,"shares_change":-28000000,"percentage_before_bps":4256,"percentage_after_bps":4210,"percentage_change_bps":-45,"price":29,"price_estimated":true,"value":812000000}],"more":false} +--- stderr diff --git a/crates/idx-cli/tests/golden/ownership-movements.table.golden b/crates/idx-cli/tests/golden/ownership-movements.table.golden new file mode 100644 index 0000000..2500f25 --- /dev/null +++ b/crates/idx-cli/tests/golden/ownership-movements.table.golden @@ -0,0 +1,37 @@ +exit: 0 +--- stdout +Shareholder movements across IDX (14) +┌────────────┬────────┬───────────────────────────────────────┬──────┬───────────────────┬──────────────┬────────────────┬───────┬─────────┬────────┬────────────┐ +│ DATE ┆ SYMBOL ┆ HOLDER ┆ ROLE ┆ ACTION ┆ SHARES ┆ STAKE ┆ PRICE ┆ VALUE ┆ SOURCE ┆ HOLDER ID │ +╞════════════╪════════╪═══════════════════════════════════════╪══════╪═══════════════════╪══════════════╪════════════════╪═══════╪═════════╪════════╪════════════╡ +│ 2026-11-02 ┆ PEGE ┆ OPTIMUS VISION GLOBAL ┆ - ┆ buy ┆ +2,500,000 ┆ 6.66% (+0.07) ┆ 120 ┆ 300.0M ┆ IDX ┆ 1000006115 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-11-02 ┆ PEGE ┆ OPTIMUS VISION GLOBAL ┆ - ┆ buy ┆ +2,900,000 ┆ 6.59% (+0.08) ┆ 122 ┆ 353.8M ┆ IDX ┆ 1000006115 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-11-02 ┆ PEGE ┆ OPTIMUS VISION GLOBAL ┆ - ┆ buy ┆ +1,200,000 ┆ 6.45% (+0.03) ┆ 123 ┆ 147.6M ┆ IDX ┆ 1000006115 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-11-02 ┆ PEGE ┆ OPTIMUS VISION GLOBAL ┆ - ┆ buy ┆ +838,300 ┆ 6.42% (+0.02) ┆ 119 ┆ 99.8M ┆ IDX ┆ 1000006115 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-11-02 ┆ PEGE ┆ OPTIMUS VISION GLOBAL ┆ - ┆ buy ┆ +23,500 ┆ 6.40% ┆ 118 ┆ 2.8M ┆ IDX ┆ 1000006115 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-10-30 ┆ ATLA ┆ RUDI R. SUTANTRA ┆ - ┆ sell ┆ -10,000,000 ┆ 40.65% (-0.16) ┆ ~21 ┆ ~210.0M ┆ KSEI ┆ 1000004481 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-10-30 ┆ BUVA ┆ NUSANTARA UTAMA INVESTAMA ┆ - ┆ rights issue ┆ 0 ┆ 61.54% (-0.97) ┆ ~353 ┆ - ┆ KSEI ┆ 12606 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-10-30 ┆ SGER ┆ WELLY THOMAS ┆ - ┆ transfer ┆ +55,624,994 ┆ 8.61% (+0.36) ┆ ~794 ┆ ~44.2B ┆ KSEI ┆ 14074 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-10-29 ┆ ENRG ┆ CGS INTERNATIONAL SEKURITAS INDONESIA ┆ - ┆ cross ┆ -499,999,997 ┆ 7.78% (-1.25) ┆ 715 ┆ 357.5B ┆ IDX ┆ 13898 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-10-28 ┆ ENRG ┆ MAYBANK SEKURITAS INDONESIA ┆ - ┆ cross ┆ +62,500,000 ┆ 6.13% (+0.16) ┆ ~724 ┆ ~45.2B ┆ IDX ┆ 12202 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-10-28 ┆ VISI ┆ TRINUGRAHA THOHIR HARMONI ┆ - ┆ private placement ┆ +24,144,900 ┆ 8.45% (+0.76) ┆ 994 ┆ 24.0B ┆ IDX ┆ 1000000448 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-10-15 ┆ MBSS ┆ WIBOWO GROUP CAPITAL ┆ - ┆ tender offer ┆ +132,838,200 ┆ 90.09% (+7.59) ┆ 2,915 ┆ 387.2B ┆ IDX ┆ 1000005952 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-10-15 ┆ FUJI ┆ JEFRI NEDI ┆ - ┆ sell ┆ -180,000 ┆ 8.40% (-0.01) ┆ ~298 ┆ ~53.6M ┆ KSEI ┆ 1000006017 │ +├╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌┼╌╌╌╌╌╌╌╌╌╌╌╌┤ +│ 2026-10-15 ┆ ATLA ┆ RUDI R. SUTANTRA ┆ - ┆ sell ┆ -28,000,000 ┆ 42.10% (-0.45) ┆ ~29 ┆ ~812.0M ┆ KSEI ┆ 1000004481 │ +└────────────┴────────┴───────────────────────────────────────┴──────┴───────────────────┴──────────────┴────────────────┴───────┴─────────┴────────┴────────────┘ +IDX rows are insider disclosures (directors, commissioners and other insiders); KSEI rows are changes of holders at 5% and above. ~ marks Stockbit's estimated price. Rows appear days after the change. +Source: your Stockbit session; for personal, non-commercial use (Stockbit's terms). +--- stderr diff --git a/crates/idx-core/src/api/mock.rs b/crates/idx-core/src/api/mock.rs index 6a76d4d..d21b03a 100644 --- a/crates/idx-core/src/api/mock.rs +++ b/crates/idx-core/src/api/mock.rs @@ -1,17 +1,18 @@ //! Fixture-backed provider for tests, enabled by the `testing` feature and //! `IDX_USE_MOCK_PROVIDER`. Release builds do not contain it. -use super::stockbit::{corpaction, exodus}; +use super::stockbit::{corpaction, exodus, movement}; use super::types::{Bar, Fundamentals, Interval, Intraday, OrderBook, Period, Quote}; use super::{ BrokerSummaryProvider, CorporateActionProvider, FundamentalsProvider, HistoryProvider, - IntradayProvider, OrderBookProvider, QuoteProvider, TradingSummaryProvider, idx, ipot, msn, - stockbit, yahoo, + IntradayProvider, OrderBookProvider, QuoteProvider, ShareholderMovementProvider, + TradingSummaryProvider, idx, ipot, msn, stockbit, yahoo, }; use crate::broker::types::{BrokerBoard, BrokerInvestor, BrokerQuery}; use crate::config::ProviderKind; use crate::corporate::types::{ActionKind, CorporateAction}; use crate::error::IdxError; +use crate::movements::types::{MovementPage, MovementQuery}; pub(crate) fn enabled() -> bool { std::env::var("IDX_USE_MOCK_PROVIDER").is_ok() @@ -254,6 +255,36 @@ impl CorporateActionProvider for MockStockbitProvider { } } +/// `stockbit_exodus_majorholder[_][_p].json` (no suffix for page +/// 1); a missing fixture is an empty page, as Stockbit answers past the end. +/// The query's filters apply to the fixture's rows, as Stockbit applies them. +impl ShareholderMovementProvider for MockStockbitProvider { + fn shareholder_movements( + &self, + query: &MovementQuery, + page: u32, + ) -> Result { + let subject = query.symbol.as_deref().unwrap_or("shareholder movements"); + let mut name = "majorholder".to_string(); + if let Some(symbol) = &query.symbol { + name.push('_'); + name.push_str(&stockbit::stockbit_code(symbol)?.to_ascii_lowercase()); + } + if page > 1 { + name.push_str(&format!("_p{page}")); + } + let body = match self.exodus(subject, &format!("{name}.json")) { + Err(IdxError::SymbolNotFound(_)) if query.symbol.is_some() || page > 1 => { + r#"{"data":{"is_more":false,"movement":[]}}"#.to_string() + } + other => other?, + }; + let mut parsed = movement::parse_movements(&body)?; + parsed.movements.retain(|m| query.admits(m)); + Ok(parsed) + } +} + impl HistoryProvider for MockStockbitProvider { fn history( &self, diff --git a/crates/idx-core/src/api/mod.rs b/crates/idx-core/src/api/mod.rs index b3fb07a..f64cb8e 100644 --- a/crates/idx-core/src/api/mod.rs +++ b/crates/idx-core/src/api/mod.rs @@ -89,6 +89,17 @@ pub trait CorporateActionProvider { ) -> Result, IdxError>; } +/// Shareholder movements: needs the user's Stockbit session. +pub trait ShareholderMovementProvider { + /// Page `page` (from 1) of `query`, whose `symbol` is resolved + /// (`BBCA.JK`) or `None` for the market. + fn shareholder_movements( + &self, + query: &crate::movements::types::MovementQuery, + page: u32, + ) -> Result; +} + pub trait FundamentalsProvider { fn fundamentals(&self, symbol: &str) -> Result; } @@ -364,6 +375,14 @@ pub fn corporate_action_provider() -> Box { Box::new(stockbit::StockbitProvider::new()) } +pub fn shareholder_movement_provider() -> Box { + #[cfg(feature = "testing")] + if mock::enabled() { + return Box::new(mock::MockStockbitProvider); + } + Box::new(stockbit::StockbitProvider::new()) +} + /// Today in WIB, the date IDX trades on. pub(crate) fn today_wib() -> chrono::NaiveDate { #[cfg(feature = "testing")] diff --git a/crates/idx-core/src/api/stockbit/exodus.rs b/crates/idx-core/src/api/stockbit/exodus.rs index ddd0fca..1b3ec3d 100644 --- a/crates/idx-core/src/api/stockbit/exodus.rs +++ b/crates/idx-core/src/api/stockbit/exodus.rs @@ -25,12 +25,13 @@ use chrono::{Months, NaiveDate}; use serde_json::Value; use super::auth::SessionStore; -use super::corpaction; use super::parse::number; use super::{USER_AGENT, pace, stockbit_code}; +use super::{corpaction, movement}; use crate::api::types::{BookLevel, Interval, Ohlc, OrderBook, Period, Quote}; use crate::corporate::types::{ActionKind, CorporateAction}; use crate::error::IdxError; +use crate::movements::types::{MovementPage, MovementQuery}; const BASE_URL: &str = "https://exodus.stockbit.com"; const REFRESH_PATH: &str = "/login/refresh"; @@ -140,6 +141,25 @@ impl Exodus { corpaction::parse_corporate_actions(kind, &body) } + /// Page `page` of shareholder movements: one stock's (`query.symbol`, + /// resolved) or the market's. + pub(crate) fn shareholder_movements( + &self, + query: &MovementQuery, + page: u32, + ) -> Result { + let code = query.symbol.as_deref().map(stockbit_code).transpose()?; + let subject = query + .symbol + .clone() + .unwrap_or_else(|| "shareholder movements".to_string()); + let body = self.get( + &movement::request_path(query, code.as_deref(), page), + &subject, + )?; + movement::parse_movements(&body) + } + /// The market's state, read at most every `MARKET_STATE_TTL` per process. /// Unknown on any failure, which hides bid/offer. fn market_status(&self) -> Option { diff --git a/crates/idx-core/src/api/stockbit/mod.rs b/crates/idx-core/src/api/stockbit/mod.rs index a00abf1..ead4d60 100644 --- a/crates/idx-core/src/api/stockbit/mod.rs +++ b/crates/idx-core/src/api/stockbit/mod.rs @@ -20,6 +20,7 @@ pub mod browser; pub mod corpaction; pub mod exodus; pub mod loopback; +pub mod movement; mod parse; pub mod signin; @@ -33,10 +34,11 @@ pub use parse::{parse_symbol_page, status_error, stockbit_code}; use super::types::{Bar, Fundamentals, Interval, Intraday, OrderBook, Period, Quote}; use super::{ CorporateActionProvider, FundamentalsProvider, HistoryProvider, IntradayProvider, - OrderBookProvider, QuoteProvider, + OrderBookProvider, QuoteProvider, ShareholderMovementProvider, }; use crate::corporate::types::{ActionKind, CorporateAction}; use crate::error::IdxError; +use crate::movements::types::{MovementPage, MovementQuery}; use auth::SessionStore; use exodus::Exodus; @@ -216,6 +218,16 @@ impl CorporateActionProvider for StockbitProvider { } } +impl ShareholderMovementProvider for StockbitProvider { + fn shareholder_movements( + &self, + query: &MovementQuery, + page: u32, + ) -> Result { + self.require_session()?.shareholder_movements(query, page) + } +} + impl HistoryProvider for StockbitProvider { fn history( &self, diff --git a/crates/idx-core/src/api/stockbit/movement.rs b/crates/idx-core/src/api/stockbit/movement.rs new file mode 100644 index 0000000..3453b8c --- /dev/null +++ b/crates/idx-core/src/api/stockbit/movement.rs @@ -0,0 +1,328 @@ +//! Shareholder movements from `GET /insider/company/majorholder`: reported +//! changes in a holder's stake, newest first, 50 rows a page. +//! +//! Two sources share the feed: IDX insider disclosures (directors, +//! commissioners and other insiders, any size; a trade price) and KSEI's +//! daily changes of holders at or above 5% (no price; Stockbit estimates +//! one). Each row (`data.movement[]`) carries `id` (the holder's id, not the +//! row's), `name`, `symbol`, `date` (`"25 Mar 26"`), `previous` / `current` / +//! `changes` (`value`: shares as `"+147,933"`, `percentage`: `"+0.0001"`), +//! `action_type` (`ACTION_TYPE_BUY`, ..._SELL, ..._TRANSFER, ..._CROSS, +//! ..._RIGHT_ISSUE, ..._PRIVATE_PLACEMENT, ..._TENDER_OFFER, ...), +//! `nationality`, `badges`, `price.raw.value`, `value.raw.value`, +//! `is_estimated_price`, `purpose` and `data_source.type`. +//! +//! Query parameters (all optional): `symbol`, `date_start` / `date_end` +//! (YYYY-MM-DD), `insider` (holder id), `action_type`, `source_type`, `page` +//! (from 1). + +use chrono::NaiveDate; +use serde_json::Value; + +use crate::error::IdxError; +use crate::movements::types::{ + ActionFilter, MovementAction, MovementPage, MovementQuery, MovementSource, ShareholderMovement, +}; + +pub const PATH: &str = "/insider/company/majorholder"; + +/// Stockbit's `action_type` value for `filter`. +pub fn action_type(filter: ActionFilter) -> &'static str { + match filter { + ActionFilter::Buy => "ACTION_TYPE_BUY", + ActionFilter::Sell => "ACTION_TYPE_SELL", + ActionFilter::Transfer => "ACTION_TYPE_TRANSFER", + ActionFilter::Cross => "ACTION_TYPE_CROSS", + ActionFilter::CorporateAction => "ACTION_TYPE_CORPACTION", + } +} + +/// Stockbit's `source_type` value for `source`. +pub fn source_type(source: MovementSource) -> &'static str { + match source { + MovementSource::Idx => "SOURCE_TYPE_IDX", + MovementSource::Ksei => "SOURCE_TYPE_KSEI", + } +} + +/// The request path for `page` of `query`; `code` is the bare IDX code. +/// Every value is a date, a digit id, a code or a fixed enum name, so +/// nothing needs escaping. +pub fn request_path(query: &MovementQuery, code: Option<&str>, page: u32) -> String { + let mut path = format!("{PATH}?page={page}"); + if let Some(code) = code { + path.push_str(&format!("&symbol={code}")); + } + if let Some(from) = query.from { + path.push_str(&format!("&date_start={from}")); + } + if let Some(to) = query.to { + path.push_str(&format!("&date_end={to}")); + } + if let Some(id) = &query.holder_id { + path.push_str(&format!("&insider={id}")); + } + if let Some(action) = query.action { + path.push_str(&format!("&action_type={}", action_type(action))); + } + if let Some(source) = query.source { + path.push_str(&format!("&source_type={}", source_type(source))); + } + path +} + +/// One page of the feed. A row without a symbol, holder or readable date is +/// skipped; a body without `data` is a parse error. +pub fn parse_movements(body: &str) -> Result { + let value: Value = serde_json::from_str(body) + .map_err(|e| IdxError::ParseError(format!("Stockbit majorholder: {e}")))?; + let data = value + .get("data") + .filter(|data| data.is_object()) + .ok_or_else(|| IdxError::ParseError("Stockbit majorholder: no data".to_string()))?; + let movements = data + .get("movement") + .and_then(Value::as_array) + .map(|rows| rows.iter().filter_map(parse_row).collect()) + .unwrap_or_default(); + Ok(MovementPage { + movements, + more: data + .get("is_more") + .and_then(Value::as_bool) + .unwrap_or(false), + }) +} + +fn parse_row(row: &Value) -> Option { + let symbol = text(row.get("symbol"))?.to_ascii_uppercase(); + let holder = text(row.get("name"))?.to_string(); + let date = NaiveDate::parse_from_str(text(row.get("date"))?, "%d %b %y").ok()?; + let shares = |key: &str| signed(row.get(key).and_then(|v| v.get("value"))).unwrap_or(0); + let bps = |key: &str| { + percent(row.get(key).and_then(|v| v.get("percentage"))) + .map(|p| (p * 100.0).round() as i64) + .unwrap_or(0) + }; + let raw = |key: &str| { + signed( + row.get(key) + .and_then(|v| v.get("raw")) + .and_then(|v| v.get("value")), + ) + .filter(|n| *n != 0) + }; + Some(ShareholderMovement { + symbol, + date, + holder, + holder_id: text(row.get("id")).unwrap_or_default().to_string(), + action: action(text(row.get("action_type")).unwrap_or_default()), + source: match text(row.get("data_source").and_then(|v| v.get("type"))) { + Some("SOURCE_TYPE_IDX") => Some(MovementSource::Idx), + Some("SOURCE_TYPE_KSEI") => Some(MovementSource::Ksei), + _ => None, + }, + locality: match text(row.get("nationality")) { + Some("NATIONALITY_TYPE_LOCAL") => Some("Local".to_string()), + Some("NATIONALITY_TYPE_FOREIGN") => Some("Foreign".to_string()), + _ => None, + }, + roles: row + .get("badges") + .and_then(Value::as_array) + .map(|badges| { + badges + .iter() + .filter_map(|b| text(Some(b))) + .map(role) + .collect() + }) + .unwrap_or_default(), + shares_before: shares("previous"), + shares_after: shares("current"), + shares_change: shares("changes"), + percentage_before_bps: bps("previous"), + percentage_after_bps: bps("current"), + percentage_change_bps: bps("changes"), + price: raw("price"), + price_estimated: row + .get("is_estimated_price") + .and_then(Value::as_bool) + .unwrap_or(false), + value: raw("value"), + purpose: text(row.get("purpose")) + .filter(|p| *p != "-") + .map(str::to_string), + }) +} + +fn action(raw: &str) -> MovementAction { + match raw.strip_prefix("ACTION_TYPE_").unwrap_or(raw) { + "BUY" => MovementAction::Buy, + "SELL" => MovementAction::Sell, + "TRANSFER" => MovementAction::Transfer, + "CROSS" => MovementAction::Cross, + "RIGHT_ISSUE" => MovementAction::RightsIssue, + "PRIVATE_PLACEMENT" => MovementAction::PrivatePlacement, + "TENDER_OFFER" => MovementAction::TenderOffer, + "BONUS_STOCK" => MovementAction::BonusStock, + "DIVIDEND_STOCK" => MovementAction::StockDividend, + "DIVIDEND_CASH" => MovementAction::CashDividend, + _ => MovementAction::Other, + } +} + +/// `SHAREHOLDER_BADGE_DIREKTUR` -> `director`; an unknown badge keeps its +/// own name, lowercased. +fn role(badge: &str) -> String { + match badge.strip_prefix("SHAREHOLDER_BADGE_").unwrap_or(badge) { + "DIREKTUR" => "director".to_string(), + "KOMISARIS" => "commissioner".to_string(), + other => other.to_ascii_lowercase(), + } +} + +fn text(value: Option<&Value>) -> Option<&str> { + value + .and_then(Value::as_str) + .map(str::trim) + .filter(|s| !s.is_empty()) +} + +/// `"+147,933"`, `"-10,000,000"`, `"6982"` or a JSON number. +fn signed(value: Option<&Value>) -> Option { + match value? { + Value::Number(n) => n.as_i64().or_else(|| n.as_f64().map(|f| f.round() as i64)), + Value::String(s) => s.trim().replace(',', "").parse().ok(), + _ => None, + } +} + +/// `"+0.0001"`, `"-0.16"`, `"54.94"`. +fn percent(value: Option<&Value>) -> Option { + let n = match value? { + Value::Number(n) => n.as_f64()?, + Value::String(s) => s.trim().replace(',', "").parse().ok()?, + _ => return None, + }; + n.is_finite().then_some(n) +} + +#[cfg(test)] +mod tests { + use super::*; + + fn fixture(name: &str) -> String { + std::fs::read_to_string(format!( + "{}/tests/fixtures/stockbit_exodus_{name}.json", + env!("CARGO_MANIFEST_DIR") + )) + .unwrap() + } + + #[test] + fn insider_buy_reads_shares_price_and_roles() { + let page = parse_movements(&fixture("majorholder_bbca")).unwrap(); + assert!(page.more); + let row = page + .movements + .iter() + .find(|m| m.holder == "HENDRA TANUMIHARDJA") + .expect("BBCA director row"); + assert_eq!(row.symbol, "BBCA"); + assert_eq!(row.date, NaiveDate::from_ymd_opt(2026, 3, 25).unwrap()); + assert_eq!(row.action, MovementAction::Buy); + assert_eq!(row.source, Some(MovementSource::Idx)); + assert_eq!(row.roles, ["director"]); + assert_eq!( + (row.shares_before, row.shares_after, row.shares_change), + (193_206, 341_139, 147_933) + ); + // 0.0003% of BBCA rounds to 0 basis points; the shares stay exact. + assert_eq!(row.percentage_after_bps, 0); + assert_eq!(row.price, Some(6982)); + assert_eq!(row.value, Some(1_032_868_206)); + assert!(!row.price_estimated); + assert_eq!(row.locality.as_deref(), Some("Local")); + } + + #[test] + fn ksei_sale_is_negative_with_an_estimated_price() { + let page = parse_movements(&fixture("majorholder")).unwrap(); + let row = page + .movements + .iter() + .find(|m| m.holder == "RUDI R. SUTANTRA") + .expect("ATLA KSEI sale"); + assert_eq!(row.action, MovementAction::Sell); + assert_eq!(row.source, Some(MovementSource::Ksei)); + assert_eq!(row.holder_id, "1000004481"); + assert_eq!(row.shares_change, -10_000_000); + assert_eq!(row.percentage_before_bps, 4081); + assert_eq!(row.percentage_change_bps, -16); + assert!(row.price_estimated); + assert!(row.roles.is_empty()); + assert_eq!(row.purpose, None); + } + + #[test] + fn unknown_labels_are_kept_not_dropped() { + let body = r#"{"data":{"is_more":false,"movement":[ + {"id":"7","name":"X","symbol":"abcd","date":"02 Nov 26", + "action_type":"ACTION_TYPE_SOMETHING_NEW","badges":["SHAREHOLDER_BADGE_CEO"], + "data_source":{"type":"SOURCE_TYPE_NEW"},"purpose":"-", + "previous":{"value":"0","percentage":"0"}, + "current":{"value":"1,000","percentage":"0.01"}, + "changes":{"value":"+1,000","percentage":"+0.01"}, + "price":{"raw":{"value":"0"}},"value":{"raw":{"value":"0"}}}, + {"id":"8","name":"","symbol":"ABCD","date":"02 Nov 26"}, + {"id":"9","name":"Y","symbol":"ABCD","date":"2026-11-02"} + ]}}"#; + let page = parse_movements(body).unwrap(); + assert!(!page.more); + assert_eq!(page.movements.len(), 1); + let row = &page.movements[0]; + assert_eq!(row.symbol, "ABCD"); + assert_eq!(row.action, MovementAction::Other); + assert_eq!(row.source, None); + assert_eq!(row.roles, ["ceo"]); + assert_eq!( + (row.price, row.value, row.purpose.as_deref()), + (None, None, None) + ); + assert_eq!(row.percentage_after_bps, 1); + } + + #[test] + fn empty_and_broken_bodies() { + let empty = parse_movements(r#"{"data":{"is_more":false,"movement":null}}"#).unwrap(); + assert_eq!(empty, MovementPage::default()); + assert!(parse_movements(r#"{"message":"unauthorized"}"#).is_err()); + assert!(parse_movements("").is_err()); + } + + #[test] + fn request_path_carries_every_filter() { + let mut query = MovementQuery::from_args( + None, + Some("2026-10-01"), + Some("2026-10-15"), + Some("14074"), + 1, + ) + .unwrap(); + query.action = Some(ActionFilter::CorporateAction); + query.source = Some(MovementSource::Ksei); + assert_eq!( + request_path(&query, Some("BBCA"), 2), + "/insider/company/majorholder?page=2&symbol=BBCA&date_start=2026-10-01\ + &date_end=2026-10-15&insider=14074&action_type=ACTION_TYPE_CORPACTION\ + &source_type=SOURCE_TYPE_KSEI" + ); + assert_eq!( + request_path(&MovementQuery::default(), None, 1), + "/insider/company/majorholder?page=1" + ); + } +} diff --git a/crates/idx-core/src/client.rs b/crates/idx-core/src/client.rs index aef1c39..57e6333 100644 --- a/crates/idx-core/src/client.rs +++ b/crates/idx-core/src/client.rs @@ -98,6 +98,10 @@ impl Idx { crate::corporate::Corporate { idx: self } } + pub fn movements(&self) -> crate::movements::Movements<'_> { + crate::movements::Movements { idx: self } + } + pub fn financial(&self) -> crate::financial::Financial<'_> { crate::financial::Financial { idx: self } } diff --git a/crates/idx-core/src/lib.rs b/crates/idx-core/src/lib.rs index cd49711..12e1656 100644 --- a/crates/idx-core/src/lib.rs +++ b/crates/idx-core/src/lib.rs @@ -16,6 +16,7 @@ pub mod flow; #[cfg(feature = "ownership")] pub mod investor; pub mod market; +pub mod movements; #[cfg(feature = "ownership")] pub mod ownership; pub mod text; diff --git a/crates/idx-core/src/movements/mod.rs b/crates/idx-core/src/movements/mod.rs new file mode 100644 index 0000000..f35387e --- /dev/null +++ b/crates/idx-core/src/movements/mod.rs @@ -0,0 +1,124 @@ +//! Shareholder movements from the user's Stockbit session: reported changes +//! in insiders' and major holders' stakes (IDX insider disclosures and KSEI's +//! 5% holder changes), one stock's or the market's, newest first. Each page +//! is 50 rows and one request (paced 1 s apart), cached for an hour. +//! +//! These are the reports as filed. Whether they predict anything is not +//! claimed here: share plans read as a cluster of buys at one price, and a +//! row appears days after the trade (see `docs/STOCKBIT.md`). + +pub mod types; + +use chrono::Utc; + +use crate::api::{shareholder_movement_provider, stockbit}; +use crate::client::{CachePolicy, CacheSpec, Fetched, Idx, cached_fetch}; +use crate::error::IdxError; +use types::{MovementList, MovementQuery}; + +/// The feed gains rows through the day; an hour keeps a session's repeated +/// queries cheap without hiding a day's filings for long. +const TTL_SECS: u64 = 3600; +const BUCKET: &str = "stockbit-movements"; + +pub struct Movements<'a> { + pub(crate) idx: &'a Idx, +} + +impl Movements<'_> { + /// Up to `query.pages` pages of the feed, newest first; `more` says + /// whether rows remain past them. The result is as old as its oldest page + /// and stale if any page is. + pub fn list( + &self, + query: &MovementQuery, + policy: CachePolicy, + ) -> Result, IdxError> { + let mut query = query.clone(); + if let Some(symbol) = &query.symbol { + let (resolved, _) = self.idx.idx_code(symbol, "shareholder movements")?; + query.symbol = Some(resolved); + } + let provider = shareholder_movement_provider(); + let subject = query + .symbol + .clone() + .unwrap_or_else(|| "shareholder movements".to_string()); + let mut list = Fetched { + data: MovementList::default(), + source: stockbit::SOURCE, + fetched_at: Utc::now(), + stale: false, + }; + for page in 1..=query.pages.max(1) { + let key = cache_key(&query, page); + let part = cached_fetch( + &self.idx.cache, + CacheSpec { + bucket: BUCKET, + key: &key, + ttl_secs: TTL_SECS, + subject: &subject, + source: stockbit::SOURCE, + }, + policy, + || provider.shareholder_movements(&query, page), + Ok, + )?; + list.fetched_at = list.fetched_at.min(part.fetched_at); + list.stale |= part.stale; + list.data.movements.extend(part.data.movements); + list.data.more = part.data.more; + if !part.data.more { + break; + } + } + Ok(list) + } +} + +/// Every filter and the page, so no two queries share an entry. +fn cache_key(query: &MovementQuery, page: u32) -> String { + let opt = |value: Option| value.unwrap_or_else(|| "-".to_string()); + format!( + "{}:{}:{}:{}:{}:{}:p{page}", + query.symbol.as_deref().unwrap_or("market"), + opt(query.from.map(|d| d.to_string())), + opt(query.to.map(|d| d.to_string())), + query.holder_id.as_deref().unwrap_or("-"), + query.action.map(|a| a.as_str()).unwrap_or("-"), + query.source.map(|s| s.as_str()).unwrap_or("-"), + ) +} + +#[cfg(test)] +mod tests { + use super::*; + use types::{ActionFilter, MovementSource}; + + #[test] + fn cache_keys_differ_by_every_filter() { + let base = MovementQuery::from_args(None, None, None, None, 1).unwrap(); + let mut keys = vec![cache_key(&base, 1), cache_key(&base, 2)]; + let mut q = base.clone(); + q.symbol = Some("BBCA.JK".to_string()); + keys.push(cache_key(&q, 1)); + let mut q = base.clone(); + q.from = chrono::NaiveDate::from_ymd_opt(2026, 10, 1); + keys.push(cache_key(&q, 1)); + let mut q = base.clone(); + q.to = chrono::NaiveDate::from_ymd_opt(2026, 10, 1); + keys.push(cache_key(&q, 1)); + let mut q = base.clone(); + q.holder_id = Some("14074".to_string()); + keys.push(cache_key(&q, 1)); + let mut q = base.clone(); + q.action = Some(ActionFilter::Sell); + keys.push(cache_key(&q, 1)); + let mut q = base; + q.source = Some(MovementSource::Ksei); + keys.push(cache_key(&q, 1)); + let unique: std::collections::HashSet<_> = keys.iter().collect(); + assert_eq!(unique.len(), keys.len(), "{keys:?}"); + } +} diff --git a/crates/idx-core/src/movements/types.rs b/crates/idx-core/src/movements/types.rs new file mode 100644 index 0000000..1d031ce --- /dev/null +++ b/crates/idx-core/src/movements/types.rs @@ -0,0 +1,334 @@ +use chrono::NaiveDate; +use serde::{Deserialize, Serialize}; + +use crate::error::IdxError; + +/// What a holder's row records, as Stockbit labels it. +#[derive(Debug, Clone, Copy, PartialEq, Eq, Serialize, Deserialize)] +#[serde(rename_all = "snake_case")] +pub enum MovementAction { + Buy, + Sell, + /// Shares moved between accounts or parties, not a market trade. + Transfer, + /// A crossing: a negotiated trade between two parties. + Cross, + RightsIssue, + PrivatePlacement, + TenderOffer, + BonusStock, + StockDividend, + CashDividend, + /// A label Stockbit added after this release. + Other, +} + +impl MovementAction { + pub fn as_str(self) -> &'static str { + match self { + Self::Buy => "buy", + Self::Sell => "sell", + Self::Transfer => "transfer", + Self::Cross => "cross", + Self::RightsIssue => "rights_issue", + Self::PrivatePlacement => "private_placement", + Self::TenderOffer => "tender_offer", + Self::BonusStock => "bonus_stock", + Self::StockDividend => "stock_dividend", + Self::CashDividend => "cash_dividend", + Self::Other => "other", + } + } + + /// Whether `filter` (Stockbit's `action_type`) selects this action. + pub fn matches(self, filter: ActionFilter) -> bool { + match filter { + ActionFilter::Buy => self == Self::Buy, + ActionFilter::Sell => self == Self::Sell, + ActionFilter::Transfer => self == Self::Transfer, + ActionFilter::Cross => self == Self::Cross, + ActionFilter::CorporateAction => matches!( + self, + Self::RightsIssue + | Self::PrivatePlacement + | Self::TenderOffer + | Self::BonusStock + | Self::StockDividend + | Self::CashDividend + ), + } + } +} + +/// The action filters Stockbit's feed takes (`action_type`). Corporate +/// action covers rights issues, private placements and the like. +#[derive(Debug, Clone, Copy, PartialEq, Eq, Serialize, Deserialize)] +#[cfg_attr(feature = "clap", derive(clap::ValueEnum))] +#[serde(rename_all = "kebab-case")] +pub enum ActionFilter { + Buy, + Sell, + Transfer, + Cross, + #[cfg_attr(feature = "clap", value(name = "corporate-action"))] + CorporateAction, +} + +impl ActionFilter { + pub const ALL: [Self; 5] = [ + Self::Buy, + Self::Sell, + Self::Transfer, + Self::Cross, + Self::CorporateAction, + ]; + + /// The CLI's name (`--action`), also used in MCP inputs. + pub fn as_str(self) -> &'static str { + match self { + Self::Buy => "buy", + Self::Sell => "sell", + Self::Transfer => "transfer", + Self::Cross => "cross", + Self::CorporateAction => "corporate-action", + } + } +} + +impl std::str::FromStr for ActionFilter { + type Err = IdxError; + + fn from_str(value: &str) -> Result { + let wanted = value.trim().to_ascii_lowercase().replace('_', "-"); + Self::ALL + .into_iter() + .find(|filter| filter.as_str() == wanted) + .ok_or_else(|| { + IdxError::InvalidInput(format!( + "unknown action '{value}'; use one of: {}", + Self::ALL.map(Self::as_str).join(", ") + )) + }) + } +} + +/// Who reported the change: IDX insider disclosures (directors, +/// commissioners and other insiders, any size), or KSEI's daily changes of +/// holders at or above 5%. +#[derive(Debug, Clone, Copy, PartialEq, Eq, Serialize, Deserialize)] +#[cfg_attr(feature = "clap", derive(clap::ValueEnum))] +#[serde(rename_all = "lowercase")] +pub enum MovementSource { + Idx, + Ksei, +} + +impl MovementSource { + pub fn as_str(self) -> &'static str { + match self { + Self::Idx => "idx", + Self::Ksei => "ksei", + } + } +} + +impl std::str::FromStr for MovementSource { + type Err = IdxError; + + fn from_str(value: &str) -> Result { + match value.trim().to_ascii_lowercase().as_str() { + "idx" => Ok(Self::Idx), + "ksei" => Ok(Self::Ksei), + _ => Err(IdxError::InvalidInput(format!( + "unknown source '{value}'; use idx or ksei" + ))), + } + } +} + +/// One reported change in a holder's stake. Share counts are exact; +/// percentages are of the company's shares, in basis points as Stockbit +/// rounds them, so a small insider's stake can read 0. +#[derive(Debug, Clone, PartialEq, Serialize, Deserialize)] +pub struct ShareholderMovement { + pub symbol: String, + /// The day of the change (the trade or the register date). + pub date: NaiveDate, + pub holder: String, + /// Stockbit's id for the holder; `--holder` takes it. + pub holder_id: String, + pub action: MovementAction, + #[serde(default, skip_serializing_if = "Option::is_none")] + pub source: Option, + /// `Local` or `Foreign`. + #[serde(default, skip_serializing_if = "Option::is_none")] + pub locality: Option, + /// Insider roles at the company: `director`, `commissioner`. + #[serde(default, skip_serializing_if = "Vec::is_empty")] + pub roles: Vec, + pub shares_before: i64, + pub shares_after: i64, + /// Signed: negative for a sale. + pub shares_change: i64, + pub percentage_before_bps: i64, + pub percentage_after_bps: i64, + pub percentage_change_bps: i64, + /// Whole IDR per share. + #[serde(default, skip_serializing_if = "Option::is_none")] + pub price: Option, + /// The price is Stockbit's estimate (KSEI rows report no price). + pub price_estimated: bool, + /// Whole IDR: shares changed times price. + #[serde(default, skip_serializing_if = "Option::is_none")] + pub value: Option, + /// The stated purpose, free text (`Investasi`, `Divestasi`, ...). + #[serde(default, skip_serializing_if = "Option::is_none")] + pub purpose: Option, +} + +/// One page of Stockbit's feed (50 rows), newest first. +#[derive(Debug, Clone, Default, PartialEq, Serialize, Deserialize)] +pub struct MovementPage { + pub movements: Vec, + /// Whether a further page exists. + pub more: bool, +} + +/// Most pages one query reads (500 rows). +pub const MAX_PAGES: u32 = 10; + +/// What to list. `symbol` is resolved (`BBCA.JK`) once it reaches a +/// provider; `None` is the whole market. +#[derive(Debug, Clone, Default, PartialEq)] +pub struct MovementQuery { + pub symbol: Option, + pub from: Option, + pub to: Option, + pub holder_id: Option, + pub action: Option, + pub source: Option, + /// Pages to read, 1 to `MAX_PAGES`. + pub pages: u32, +} + +impl MovementQuery { + /// Validates user input: dates as YYYY-MM-DD with `from` not after + /// `to`, a numeric holder id, and 1 to `MAX_PAGES` pages. + pub fn from_args( + symbol: Option<&str>, + from: Option<&str>, + to: Option<&str>, + holder_id: Option<&str>, + pages: u32, + ) -> Result { + let parse = |name: &str, value: &str| { + NaiveDate::parse_from_str(value.trim(), "%Y-%m-%d").map_err(|_| { + IdxError::InvalidInput(format!("invalid {name} '{value}'; use YYYY-MM-DD")) + }) + }; + let from = from.map(|v| parse("from", v)).transpose()?; + let to = to.map(|v| parse("to", v)).transpose()?; + if let (Some(from), Some(to)) = (from, to) + && to < from + { + return Err(IdxError::InvalidInput(format!( + "to ({to}) is before from ({from})" + ))); + } + let holder_id = holder_id.map(str::trim).filter(|id| !id.is_empty()); + if let Some(id) = holder_id + && !id.bytes().all(|b| b.is_ascii_digit()) + { + return Err(IdxError::InvalidInput(format!( + "holder '{id}' is not a holder id; ids are digits, shown in the HOLDER ID \ + column and as holder_id in JSON" + ))); + } + if !(1..=MAX_PAGES).contains(&pages) { + return Err(IdxError::InvalidInput(format!( + "pages must be 1 to {MAX_PAGES}" + ))); + } + Ok(Self { + symbol: symbol + .map(str::trim) + .filter(|s| !s.is_empty()) + .map(str::to_string), + from, + to, + holder_id: holder_id.map(str::to_string), + action: None, + source: None, + pages, + }) + } + + /// Whether `movement` passes the query's filters (what Stockbit applies + /// on its side; the mock provider uses it). + pub fn admits(&self, movement: &ShareholderMovement) -> bool { + self.from.is_none_or(|from| movement.date >= from) + && self.to.is_none_or(|to| movement.date <= to) + && self + .holder_id + .as_ref() + .is_none_or(|id| &movement.holder_id == id) + && self + .action + .is_none_or(|filter| movement.action.matches(filter)) + && self + .source + .is_none_or(|source| movement.source == Some(source)) + } +} + +/// The rows a query read, newest first. +#[derive(Debug, Clone, Default, PartialEq, Serialize, Deserialize)] +pub struct MovementList { + pub movements: Vec, + /// More rows exist past the pages read (raise `--pages`, or narrow the + /// dates). + pub more: bool, +} + +#[cfg(test)] +mod tests { + use super::*; + + #[test] + fn query_validates_dates_holder_and_pages() { + let query = + MovementQuery::from_args(Some(" bbca "), Some("2026-10-01"), None, Some("14074"), 2) + .unwrap(); + assert_eq!(query.symbol.as_deref(), Some("bbca")); + assert_eq!(query.from, NaiveDate::from_ymd_opt(2026, 10, 1)); + assert_eq!(query.holder_id.as_deref(), Some("14074")); + + for (from, to, holder, pages) in [ + (Some("01-10-2026"), None, None, 1), + (Some("2026-10-02"), Some("2026-10-01"), None, 1), + (None, None, Some("RUDI"), 1), + (None, None, Some("1&page=9"), 1), + (None, None, None, 0), + (None, None, None, MAX_PAGES + 1), + ] { + assert!( + MovementQuery::from_args(None, from, to, holder, pages).is_err(), + "{from:?} {to:?} {holder:?} {pages}" + ); + } + } + + #[test] + fn action_filter_names_round_trip() { + for filter in ActionFilter::ALL { + assert_eq!(filter.as_str().parse::().unwrap(), filter); + } + assert_eq!( + "corporate_action".parse::().unwrap(), + ActionFilter::CorporateAction + ); + assert!("dividend".parse::().is_err()); + assert!(MovementAction::RightsIssue.matches(ActionFilter::CorporateAction)); + assert!(!MovementAction::Transfer.matches(ActionFilter::CorporateAction)); + } +} diff --git a/crates/idx-core/tests/fixtures/stockbit_exodus_majorholder.json b/crates/idx-core/tests/fixtures/stockbit_exodus_majorholder.json new file mode 100644 index 0000000..1d9fccb --- /dev/null +++ b/crates/idx-core/tests/fixtures/stockbit_exodus_majorholder.json @@ -0,0 +1,416 @@ +{ + "message": "Successfully majorholder data", + "data": { + "is_more": true, + "movement": [ + { + "id": "1000006115", + "name": "OPTIMUS VISION GLOBAL", + "symbol": "PEGE", + "date": "02 Nov 26", + "previous": { + "value": "249,112,774", + "percentage": "6.59", + "formatted_value": "" + }, + "current": { + "value": "251,612,774", + "percentage": "6.66", + "formatted_value": "" + }, + "changes": { + "value": "+2,500,000", + "percentage": "+0.07", + "formatted_value": "2,500,000" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_FOREIGN", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "120", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [], + "price": { + "raw": { + "value": "120" + }, + "formatted": "120" + }, + "value": { + "raw": { + "value": "300000000" + }, + "formatted": "300.00M" + }, + "is_estimated_price": false, + "purpose": "Pembelian", + "icon_url": "https://assets.stockbit.com/logos/companies/PEGE.png" + }, + { + "id": "1000006115", + "name": "OPTIMUS VISION GLOBAL", + "symbol": "PEGE", + "date": "02 Nov 26", + "previous": { + "value": "246,212,774", + "percentage": "6.52", + "formatted_value": "" + }, + "current": { + "value": "249,112,774", + "percentage": "6.59", + "formatted_value": "" + }, + "changes": { + "value": "+2,900,000", + "percentage": "+0.08", + "formatted_value": "2,900,000" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_FOREIGN", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "122", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [], + "price": { + "raw": { + "value": "122" + }, + "formatted": "122" + }, + "value": { + "raw": { + "value": "353800000" + }, + "formatted": "353.80M" + }, + "is_estimated_price": false, + "purpose": "Pembelian", + "icon_url": "https://assets.stockbit.com/logos/companies/PEGE.png" + }, + { + "id": "1000006115", + "name": "OPTIMUS VISION GLOBAL", + "symbol": "PEGE", + "date": "02 Nov 26", + "previous": { + "value": "242,512,774", + "percentage": "6.42", + "formatted_value": "" + }, + "current": { + "value": "243,712,774", + "percentage": "6.45", + "formatted_value": "" + }, + "changes": { + "value": "+1,200,000", + "percentage": "+0.03", + "formatted_value": "1,200,000" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_FOREIGN", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "123", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [], + "price": { + "raw": { + "value": "123" + }, + "formatted": "123" + }, + "value": { + "raw": { + "value": "147600000" + }, + "formatted": "147.60M" + }, + "is_estimated_price": false, + "purpose": "Pembelian", + "icon_url": "https://assets.stockbit.com/logos/companies/PEGE.png" + }, + { + "id": "1000006115", + "name": "OPTIMUS VISION GLOBAL", + "symbol": "PEGE", + "date": "02 Nov 26", + "previous": { + "value": "241,674,474", + "percentage": "6.40", + "formatted_value": "" + }, + "current": { + "value": "242,512,774", + "percentage": "6.42", + "formatted_value": "" + }, + "changes": { + "value": "+838,300", + "percentage": "+0.02", + "formatted_value": "838,300" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_FOREIGN", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "119", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [], + "price": { + "raw": { + "value": "119" + }, + "formatted": "119" + }, + "value": { + "raw": { + "value": "99757700" + }, + "formatted": "99.76M" + }, + "is_estimated_price": false, + "purpose": "Pembelian", + "icon_url": "https://assets.stockbit.com/logos/companies/PEGE.png" + }, + { + "id": "1000006115", + "name": "OPTIMUS VISION GLOBAL", + "symbol": "PEGE", + "date": "02 Nov 26", + "previous": { + "value": "241,650,974", + "percentage": "6.40", + "formatted_value": "" + }, + "current": { + "value": "241,674,474", + "percentage": "6.40", + "formatted_value": "" + }, + "changes": { + "value": "+23,500", + "percentage": "+0.0006", + "formatted_value": "23,500" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_FOREIGN", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "118", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [], + "price": { + "raw": { + "value": "118" + }, + "formatted": "118" + }, + "value": { + "raw": { + "value": "2773000" + }, + "formatted": "2.77M" + }, + "is_estimated_price": false, + "purpose": "Pembelian", + "icon_url": "https://assets.stockbit.com/logos/companies/PEGE.png" + }, + { + "id": "1000004481", + "name": "RUDI R. SUTANTRA", + "symbol": "ATLA", + "date": "30 Oct 26", + "previous": { + "value": "2,530,254,200", + "percentage": "40.81", + "formatted_value": "" + }, + "current": { + "value": "2,520,254,200", + "percentage": "40.65", + "formatted_value": "" + }, + "changes": { + "value": "-10,000,000", + "percentage": "-0.16", + "formatted_value": "10,000,000" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_SELL", + "data_source": { + "label": "Sumber: KSEI", + "type": "SOURCE_TYPE_KSEI" + }, + "price_formatted": "", + "broker_detail": { + "code": "AG", + "group": "BROKER_GROUP_FOREIGN" + }, + "badges": [], + "price": { + "raw": { + "value": "21" + }, + "formatted": "21" + }, + "value": { + "raw": { + "value": "210000000" + }, + "formatted": "210.00M" + }, + "is_estimated_price": true, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/ATLA.png" + }, + { + "id": "12606", + "name": "NUSANTARA UTAMA INVESTAMA", + "symbol": "BUVA", + "date": "30 Oct 26", + "previous": { + "value": "18,508,539,715", + "percentage": "62.51", + "formatted_value": "" + }, + "current": { + "value": "18,508,539,715", + "percentage": "61.54", + "formatted_value": "" + }, + "changes": { + "value": "0", + "percentage": "-0.97", + "formatted_value": "0" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_RIGHT_ISSUE", + "data_source": { + "label": "Sumber: KSEI", + "type": "SOURCE_TYPE_KSEI" + }, + "price_formatted": "", + "broker_detail": { + "code": "YU", + "group": "BROKER_GROUP_FOREIGN" + }, + "badges": [], + "price": { + "raw": { + "value": "353" + }, + "formatted": "353" + }, + "value": { + "raw": { + "value": "0" + }, + "formatted": "-" + }, + "is_estimated_price": true, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/BUVA.png?version=1785918174174738481" + }, + { + "id": "14074", + "name": "WELLY THOMAS", + "symbol": "SGER", + "date": "30 Oct 26", + "previous": { + "value": "1,285,644,762", + "percentage": "8.25", + "formatted_value": "" + }, + "current": { + "value": "1,341,269,756", + "percentage": "8.61", + "formatted_value": "" + }, + "changes": { + "value": "+55,624,994", + "percentage": "+0.36", + "formatted_value": "55,624,994" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_TRANSFER", + "data_source": { + "label": "Sumber: KSEI", + "type": "SOURCE_TYPE_KSEI" + }, + "price_formatted": "", + "broker_detail": { + "code": "OD", + "group": "BROKER_GROUP_GOVERNMENT" + }, + "badges": [], + "price": { + "raw": { + "value": "794" + }, + "formatted": "794" + }, + "value": { + "raw": { + "value": "44166245236" + }, + "formatted": "44.17B" + }, + "is_estimated_price": true, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/SGER.png" + } + ] + } +} diff --git a/crates/idx-core/tests/fixtures/stockbit_exodus_majorholder_bbca.json b/crates/idx-core/tests/fixtures/stockbit_exodus_majorholder_bbca.json new file mode 100644 index 0000000..bf4534c --- /dev/null +++ b/crates/idx-core/tests/fixtures/stockbit_exodus_majorholder_bbca.json @@ -0,0 +1,430 @@ +{ + "message": "Successfully majorholder data", + "data": { + "is_more": true, + "movement": [ + { + "id": "1000000439", + "name": "HENDRA TANUMIHARDJA", + "symbol": "BBCA", + "date": "25 Mar 26", + "previous": { + "value": "193,206", + "percentage": "0.0002", + "formatted_value": "" + }, + "current": { + "value": "341,139", + "percentage": "0.0003", + "formatted_value": "" + }, + "changes": { + "value": "+147,933", + "percentage": "+0.0001", + "formatted_value": "147,933" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "6,982", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [ + "SHAREHOLDER_BADGE_DIREKTUR" + ], + "price": { + "raw": { + "value": "6982" + }, + "formatted": "6,982" + }, + "value": { + "raw": { + "value": "1032868206" + }, + "formatted": "1.03B" + }, + "is_estimated_price": false, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/BBCA.png" + }, + { + "id": "1000000438", + "name": "A. WIDODO MULYONO", + "symbol": "BBCA", + "date": "25 Mar 26", + "previous": { + "value": "440,838", + "percentage": "0.0004", + "formatted_value": "" + }, + "current": { + "value": "681,407", + "percentage": "0.0006", + "formatted_value": "" + }, + "changes": { + "value": "+240,569", + "percentage": "+0.0002", + "formatted_value": "240,569" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "6,982", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [], + "price": { + "raw": { + "value": "6982" + }, + "formatted": "6,982" + }, + "value": { + "raw": { + "value": "1679652758" + }, + "formatted": "1.68B" + }, + "is_estimated_price": false, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/BBCA.png" + }, + { + "id": "1000000437", + "name": "GREGORY HENDRA LEMBONG", + "symbol": "BBCA", + "date": "25 Mar 26", + "previous": { + "value": "1,531,282", + "percentage": "0.0012", + "formatted_value": "" + }, + "current": { + "value": "2,666,921", + "percentage": "0.0022", + "formatted_value": "" + }, + "changes": { + "value": "+1,135,639", + "percentage": "+0.0010", + "formatted_value": "1,135,639" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "6,982", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [ + "SHAREHOLDER_BADGE_DIREKTUR" + ], + "price": { + "raw": { + "value": "6982" + }, + "formatted": "6,982" + }, + "value": { + "raw": { + "value": "7929031498" + }, + "formatted": "7.93B" + }, + "is_estimated_price": false, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/BBCA.png" + }, + { + "id": "1000000209", + "name": "SANTOSO", + "symbol": "BBCA", + "date": "25 Mar 26", + "previous": { + "value": "3,269,028", + "percentage": "0.0027", + "formatted_value": "" + }, + "current": { + "value": "3,764,062", + "percentage": "0.0031", + "formatted_value": "" + }, + "changes": { + "value": "+495,034", + "percentage": "+0.0004", + "formatted_value": "495,034" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "6,982", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [ + "SHAREHOLDER_BADGE_DIREKTUR" + ], + "price": { + "raw": { + "value": "6982" + }, + "formatted": "6,982" + }, + "value": { + "raw": { + "value": "3456327388" + }, + "formatted": "3.46B" + }, + "is_estimated_price": false, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/BBCA.png" + }, + { + "id": "14421", + "name": "TONNY KUSNADI", + "symbol": "BBCA", + "date": "25 Mar 26", + "previous": { + "value": "7,502,058", + "percentage": "0.0061", + "formatted_value": "" + }, + "current": { + "value": "7,819,950", + "percentage": "0.0063", + "formatted_value": "" + }, + "changes": { + "value": "+317,892", + "percentage": "+0.0002", + "formatted_value": "317,892" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "6,982", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [ + "SHAREHOLDER_BADGE_KOMISARIS" + ], + "price": { + "raw": { + "value": "6982" + }, + "formatted": "6,982" + }, + "value": { + "raw": { + "value": "2219521944" + }, + "formatted": "2.22B" + }, + "is_estimated_price": false, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/BBCA.png" + }, + { + "id": "14418", + "name": "FRENGKY CHANDRA KUSUMA", + "symbol": "BBCA", + "date": "25 Mar 26", + "previous": { + "value": "2,429,926", + "percentage": "0.0020", + "formatted_value": "" + }, + "current": { + "value": "2,835,916", + "percentage": "0.0023", + "formatted_value": "" + }, + "changes": { + "value": "+405,990", + "percentage": "+0.0003", + "formatted_value": "405,990" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "6,982", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [ + "SHAREHOLDER_BADGE_DIREKTUR" + ], + "price": { + "raw": { + "value": "6982" + }, + "formatted": "6,982" + }, + "value": { + "raw": { + "value": "2834622180" + }, + "formatted": "2.83B" + }, + "is_estimated_price": false, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/BBCA.png" + }, + { + "id": "14417", + "name": "HARYANTO TIARA BUDIMAN", + "symbol": "BBCA", + "date": "25 Mar 26", + "previous": { + "value": "1,057,378", + "percentage": "0.0009", + "formatted_value": "" + }, + "current": { + "value": "1,436,806", + "percentage": "0.0012", + "formatted_value": "" + }, + "changes": { + "value": "+379,428", + "percentage": "+0.0003", + "formatted_value": "379,428" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "6,982", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [ + "SHAREHOLDER_BADGE_DIREKTUR" + ], + "price": { + "raw": { + "value": "6982" + }, + "formatted": "6,982" + }, + "value": { + "raw": { + "value": "2649166296" + }, + "formatted": "2.65B" + }, + "is_estimated_price": false, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/BBCA.png" + }, + { + "id": "14416", + "name": "VERA EVE LIM", + "symbol": "BBCA", + "date": "25 Mar 26", + "previous": { + "value": "2,731,601", + "percentage": "0.0022", + "formatted_value": "" + }, + "current": { + "value": "3,281,460", + "percentage": "0.0027", + "formatted_value": "" + }, + "changes": { + "value": "+549,859", + "percentage": "+0.0005", + "formatted_value": "549,859" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "6,982", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [ + "SHAREHOLDER_BADGE_DIREKTUR" + ], + "price": { + "raw": { + "value": "6982" + }, + "formatted": "6,982" + }, + "value": { + "raw": { + "value": "3839115538" + }, + "formatted": "3.84B" + }, + "is_estimated_price": false, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/BBCA.png" + } + ] + } +} diff --git a/crates/idx-core/tests/fixtures/stockbit_exodus_majorholder_bbca_p2.json b/crates/idx-core/tests/fixtures/stockbit_exodus_majorholder_bbca_p2.json new file mode 100644 index 0000000..d4bc7d3 --- /dev/null +++ b/crates/idx-core/tests/fixtures/stockbit_exodus_majorholder_bbca_p2.json @@ -0,0 +1,220 @@ +{ + "message": "Successfully majorholder data", + "data": { + "is_more": false, + "movement": [ + { + "id": "14418", + "name": "FRENGKY CHANDRA KUSUMA", + "symbol": "BBCA", + "date": "22 Mar 24", + "previous": { + "value": "1,891,049", + "percentage": "0.0015", + "formatted_value": "" + }, + "current": { + "value": "2,107,984", + "percentage": "0.0017", + "formatted_value": "" + }, + "changes": { + "value": "+216,935", + "percentage": "+0.0002", + "formatted_value": "216,935" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "10,108", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [ + "SHAREHOLDER_BADGE_DIREKTUR" + ], + "price": { + "raw": { + "value": "10108" + }, + "formatted": "10,108" + }, + "value": { + "raw": { + "value": "2192778980" + }, + "formatted": "2.19B" + }, + "is_estimated_price": false, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/BBCA.png" + }, + { + "id": "14417", + "name": "HARYANTO TIARA BUDIMAN", + "symbol": "BBCA", + "date": "22 Mar 24", + "previous": { + "value": "561,695", + "percentage": "0.0005", + "formatted_value": "" + }, + "current": { + "value": "776,099", + "percentage": "0.0006", + "formatted_value": "" + }, + "changes": { + "value": "+214,404", + "percentage": "+0.0001", + "formatted_value": "214,404" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "10,108", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [ + "SHAREHOLDER_BADGE_DIREKTUR" + ], + "price": { + "raw": { + "value": "10108" + }, + "formatted": "10,108" + }, + "value": { + "raw": { + "value": "2167195632" + }, + "formatted": "2.17B" + }, + "is_estimated_price": false, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/BBCA.png" + }, + { + "id": "14416", + "name": "VERA EVE LIM", + "symbol": "BBCA", + "date": "22 Mar 24", + "previous": { + "value": "1,912,261", + "percentage": "0.0016", + "formatted_value": "" + }, + "current": { + "value": "2,212,324", + "percentage": "0.0018", + "formatted_value": "" + }, + "changes": { + "value": "+300,063", + "percentage": "+0.0002", + "formatted_value": "300,063" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "10,108", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [ + "SHAREHOLDER_BADGE_DIREKTUR" + ], + "price": { + "raw": { + "value": "10108" + }, + "formatted": "10,108" + }, + "value": { + "raw": { + "value": "3033036804" + }, + "formatted": "3.03B" + }, + "is_estimated_price": false, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/BBCA.png" + }, + { + "id": "14415", + "name": "LIANAWATY SUWONO", + "symbol": "BBCA", + "date": "22 Mar 24", + "previous": { + "value": "2,012,880", + "percentage": "0.0016", + "formatted_value": "" + }, + "current": { + "value": "2,264,685", + "percentage": "0.0018", + "formatted_value": "" + }, + "changes": { + "value": "+251,805", + "percentage": "+0.0002", + "formatted_value": "251,805" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_BUY", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "10,108", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [ + "SHAREHOLDER_BADGE_DIREKTUR" + ], + "price": { + "raw": { + "value": "10108" + }, + "formatted": "10,108" + }, + "value": { + "raw": { + "value": "2545244940" + }, + "formatted": "2.55B" + }, + "is_estimated_price": false, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/BBCA.png" + } + ] + } +} diff --git a/crates/idx-core/tests/fixtures/stockbit_exodus_majorholder_p2.json b/crates/idx-core/tests/fixtures/stockbit_exodus_majorholder_p2.json new file mode 100644 index 0000000..6571c36 --- /dev/null +++ b/crates/idx-core/tests/fixtures/stockbit_exodus_majorholder_p2.json @@ -0,0 +1,314 @@ +{ + "message": "Successfully majorholder data", + "data": { + "is_more": false, + "movement": [ + { + "id": "13898", + "name": "CGS INTERNATIONAL SEKURITAS INDONESIA", + "symbol": "ENRG", + "date": "29 Oct 26", + "previous": { + "value": "3,600,545,611", + "percentage": "9.04", + "formatted_value": "" + }, + "current": { + "value": "3,100,545,614", + "percentage": "7.78", + "formatted_value": "" + }, + "changes": { + "value": "-499,999,997", + "percentage": "-1.25", + "formatted_value": "499,999,997" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_CROSS", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "715", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [], + "price": { + "raw": { + "value": "715" + }, + "formatted": "715" + }, + "value": { + "raw": { + "value": "357499997855" + }, + "formatted": "357.50B" + }, + "is_estimated_price": false, + "purpose": "Reverse REPO", + "icon_url": "https://assets.stockbit.com/logos/companies/ENRG.png?version=1750036449822958153" + }, + { + "id": "12202", + "name": "MAYBANK SEKURITAS INDONESIA", + "symbol": "ENRG", + "date": "28 Oct 26", + "previous": { + "value": "2,380,252,500", + "percentage": "5.97", + "formatted_value": "" + }, + "current": { + "value": "2,442,752,500", + "percentage": "6.13", + "formatted_value": "" + }, + "changes": { + "value": "+62,500,000", + "percentage": "+0.16", + "formatted_value": "62,500,000" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_CROSS", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [], + "price": { + "raw": { + "value": "724" + }, + "formatted": "724" + }, + "value": { + "raw": { + "value": "45250000000" + }, + "formatted": "45.25B" + }, + "is_estimated_price": true, + "purpose": "Penambahan jaminan saham untuk transaksi repo", + "icon_url": "https://assets.stockbit.com/logos/companies/ENRG.png?version=1750036449822958153" + }, + { + "id": "1000000448", + "name": "TRINUGRAHA THOHIR HARMONI", + "symbol": "VISI", + "date": "28 Oct 26", + "previous": { + "value": "246,000,000", + "percentage": "7.70", + "formatted_value": "" + }, + "current": { + "value": "270,144,900", + "percentage": "8.45", + "formatted_value": "" + }, + "changes": { + "value": "+24,144,900", + "percentage": "+0.76", + "formatted_value": "24,144,900" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_PRIVATE_PLACEMENT", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "994", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [], + "price": { + "raw": { + "value": "994" + }, + "formatted": "994" + }, + "value": { + "raw": { + "value": "24000030600" + }, + "formatted": "24.00B" + }, + "is_estimated_price": false, + "purpose": "PMTHMETD", + "icon_url": "https://assets.stockbit.com/logos/companies/VISI.png" + }, + { + "id": "1000005952", + "name": "WIBOWO GROUP CAPITAL", + "symbol": "MBSS", + "date": "15 Oct 26", + "previous": { + "value": "1,443,766,800", + "percentage": "82.50", + "formatted_value": "" + }, + "current": { + "value": "1,576,605,000", + "percentage": "90.09", + "formatted_value": "" + }, + "changes": { + "value": "+132,838,200", + "percentage": "+7.59", + "formatted_value": "132,838,200" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_TENDER_OFFER", + "data_source": { + "label": "Sumber: IDX", + "type": "SOURCE_TYPE_IDX" + }, + "price_formatted": "2,915", + "broker_detail": { + "code": "", + "group": "BROKER_GROUP_UNSPECIFIED" + }, + "badges": [], + "price": { + "raw": { + "value": "2915" + }, + "formatted": "2,915" + }, + "value": { + "raw": { + "value": "387223353000" + }, + "formatted": "387.22B" + }, + "is_estimated_price": false, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/MBSS.png" + }, + { + "id": "1000006017", + "name": "JEFRI NEDI", + "symbol": "FUJI", + "date": "15 Oct 26", + "previous": { + "value": "109,431,600", + "percentage": "8.42", + "formatted_value": "" + }, + "current": { + "value": "109,251,600", + "percentage": "8.40", + "formatted_value": "" + }, + "changes": { + "value": "-180,000", + "percentage": "-0.01", + "formatted_value": "180,000" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_SELL", + "data_source": { + "label": "Sumber: KSEI", + "type": "SOURCE_TYPE_KSEI" + }, + "price_formatted": "", + "broker_detail": { + "code": "CP", + "group": "BROKER_GROUP_FOREIGN" + }, + "badges": [], + "price": { + "raw": { + "value": "298" + }, + "formatted": "298" + }, + "value": { + "raw": { + "value": "53640000" + }, + "formatted": "53.64M" + }, + "is_estimated_price": true, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/FUJI.png" + }, + { + "id": "1000004481", + "name": "RUDI R. SUTANTRA", + "symbol": "ATLA", + "date": "15 Oct 26", + "previous": { + "value": "2,638,254,200", + "percentage": "42.56", + "formatted_value": "" + }, + "current": { + "value": "2,610,254,200", + "percentage": "42.10", + "formatted_value": "" + }, + "changes": { + "value": "-28,000,000", + "percentage": "-0.45", + "formatted_value": "28,000,000" + }, + "marker": "", + "is_posted": false, + "cmh_id": "0", + "nationality": "NATIONALITY_TYPE_LOCAL", + "action_type": "ACTION_TYPE_SELL", + "data_source": { + "label": "Sumber: KSEI", + "type": "SOURCE_TYPE_KSEI" + }, + "price_formatted": "", + "broker_detail": { + "code": "AG", + "group": "BROKER_GROUP_FOREIGN" + }, + "badges": [], + "price": { + "raw": { + "value": "29" + }, + "formatted": "29" + }, + "value": { + "raw": { + "value": "812000000" + }, + "formatted": "812.00M" + }, + "is_estimated_price": true, + "purpose": "", + "icon_url": "https://assets.stockbit.com/logos/companies/ATLA.png" + } + ] + } +} diff --git a/crates/idx-mcp/src/params.rs b/crates/idx-mcp/src/params.rs index 3142955..774c635 100644 --- a/crates/idx-mcp/src/params.rs +++ b/crates/idx-mcp/src/params.rs @@ -7,6 +7,7 @@ use idx_core::broker::types::{BrokerBoard, BrokerInvestor}; use idx_core::corporate::types::ActionKind; use idx_core::flow::types::FlowSource; use idx_core::market::{ScreenFilter, ScreenRegion}; +use idx_core::movements::types::{ActionFilter, MAX_PAGES}; use schemars::{JsonSchema, Schema, SchemaGenerator, json_schema}; use serde::Deserialize; @@ -253,6 +254,34 @@ pub struct CorporateCalendarParams { pub kinds: Option>, } +#[derive(Debug, Deserialize, JsonSchema)] +pub struct MovementsParams { + /// IDX ticker, e.g. "BBCA"; omit for the whole market. + #[serde(default)] + pub symbol: Option, + /// First day, YYYY-MM-DD. + #[serde(default)] + pub from: Option, + /// Last day, YYYY-MM-DD. + #[serde(default)] + pub to: Option, + /// One holder's movements: the `holder_id` of a row. + #[serde(default)] + pub holder_id: Option, + /// Only this kind of movement; "corporate-action" covers rights issues, private placements and the like. + #[serde(default)] + #[schemars(schema_with = "movement_action_schema")] + pub action: Option, + /// "idx" (insider disclosures, any size) or "ksei" (holders at 5% and above). + #[serde(default)] + #[schemars(schema_with = "movement_source_schema")] + pub source: Option, + /// Pages of 50 rows (default 1, at most 10); each page is one request to Stockbit. + #[serde(default)] + #[schemars(schema_with = "movement_pages_schema")] + pub pages: Option, +} + /// Parses `kinds`, or `default` when absent. pub fn action_kinds( kinds: Option>, @@ -346,6 +375,18 @@ fn action_kinds_schema(_: &mut SchemaGenerator) -> Schema { json_schema!({ "type": "array", "items": { "type": "string", "enum": kinds } }) } +fn movement_action_schema(_: &mut SchemaGenerator) -> Schema { + string_enum(ActionFilter::ALL.map(ActionFilter::as_str).to_vec()) +} + +fn movement_source_schema(_: &mut SchemaGenerator) -> Schema { + string_enum(vec!["idx", "ksei"]) +} + +fn movement_pages_schema(_: &mut SchemaGenerator) -> Schema { + json_schema!({ "type": "integer", "minimum": 1, "maximum": MAX_PAGES }) +} + fn login_method_schema(_: &mut SchemaGenerator) -> Schema { string_enum(LoginMethod::ALL.map(LoginMethod::as_str).to_vec()) } diff --git a/crates/idx-mcp/src/server.rs b/crates/idx-mcp/src/server.rs index bcf375c..4c48842 100644 --- a/crates/idx-mcp/src/server.rs +++ b/crates/idx-mcp/src/server.rs @@ -16,6 +16,7 @@ use idx_core::financial::{EarningsFilter, StatementFilter}; use idx_core::flow::types::FlowRange; use idx_core::investor::{HolderSource, Investor}; use idx_core::market::{ScreenFilter, ScreenQuery, ScreenRegion}; +use idx_core::movements::types::MovementQuery; use idx_core::ownership::types::ChangeRow; use idx_core::{CachePolicy, Fetched, Idx}; use rmcp::handler::server::router::tool::ToolRouter; @@ -29,8 +30,8 @@ use tokio::sync::Semaphore; use crate::params::{ AnalysisKind, AnalyzeParams, BandarParams, BrokerParams, ChangesParams, CompanyParams, CompanySection, CorporateActionsParams, CorporateCalendarParams, EntityParams, FlowParams, - HistoryParams, IntradayParams, LoginMethod, LoginParams, OrderBookParams, ScreenParams, - SearchParams, ShareholdersParams, SymbolsParams, SyncParams, action_kinds, + HistoryParams, IntradayParams, LoginMethod, LoginParams, MovementsParams, OrderBookParams, + ScreenParams, SearchParams, ShareholdersParams, SymbolsParams, SyncParams, action_kinds, }; const SYNC_TOOL: &str = "ownership_sync"; @@ -401,6 +402,42 @@ AUTHERROR means there is no session: call stockbit_status, then stockbit_login." .await } + #[tool( + description = "Reported changes in insiders' and major holders' stakes in IDX stocks, \ +from the user's own Stockbit session, newest first: IDX insider disclosures (directors, \ +commissioners and other insiders, any size, with the trade price) and KSEI changes of holders \ +at 5% and above (price estimated: `price_estimated`). One stock's, or the market's without \ +`symbol`. Shares are exact and signed (`shares_change` < 0 is a sale); percentages are basis \ +points as Stockbit rounds them, so a small insider can read 0. `more` is true when rows remain \ +past `pages`. These are filings, not signals: many insiders buying at one price on one day is \ +usually a share plan, and rows appear days after the change. AUTHERROR means there is no \ +session: call stockbit_status, then stockbit_login." + )] + async fn get_shareholder_movements(&self, params: Parameters) -> ToolResult { + let MovementsParams { + symbol, + from, + to, + holder_id, + action, + source, + pages, + } = params.0; + self.live(move |idx| { + let mut query = MovementQuery::from_args( + symbol.as_deref(), + from.as_deref(), + to.as_deref(), + holder_id.as_deref(), + pages.unwrap_or(1), + )?; + query.action = action.as_deref().map(str::parse).transpose()?; + query.source = source.as_deref().map(str::parse).transpose()?; + idx.movements().list(&query, CachePolicy::Default) + }) + .await + } + #[tool( description = "Company data for one IDX ticker: profile, financial statements, \ earnings, analyst sentiment, insights, and news. News items carry `relevance`: \ diff --git a/crates/idx-mcp/tests/golden/tools.json b/crates/idx-mcp/tests/golden/tools.json index b4a8878..6ba541f 100644 --- a/crates/idx-mcp/tests/golden/tools.json +++ b/crates/idx-mcp/tests/golden/tools.json @@ -555,6 +555,76 @@ }, "name": "get_quotes" }, + { + "description": "Reported changes in insiders' and major holders' stakes in IDX stocks, from the user's own Stockbit session, newest first: IDX insider disclosures (directors, commissioners and other insiders, any size, with the trade price) and KSEI changes of holders at 5% and above (price estimated: `price_estimated`). One stock's, or the market's without `symbol`. Shares are exact and signed (`shares_change` < 0 is a sale); percentages are basis points as Stockbit rounds them, so a small insider can read 0. `more` is true when rows remain past `pages`. These are filings, not signals: many insiders buying at one price on one day is usually a share plan, and rows appear days after the change. AUTHERROR means there is no session: call stockbit_status, then stockbit_login.", + "inputSchema": { + "$schema": "https://json-schema.org/draft/2020-12/schema", + "properties": { + "action": { + "default": null, + "description": "Only this kind of movement; \"corporate-action\" covers rights issues, private placements and the like.", + "enum": [ + "buy", + "sell", + "transfer", + "cross", + "corporate-action" + ], + "type": "string" + }, + "from": { + "default": null, + "description": "First day, YYYY-MM-DD.", + "type": [ + "string", + "null" + ] + }, + "holder_id": { + "default": null, + "description": "One holder's movements: the `holder_id` of a row.", + "type": [ + "string", + "null" + ] + }, + "pages": { + "default": null, + "description": "Pages of 50 rows (default 1, at most 10); each page is one request to Stockbit.", + "maximum": 10, + "minimum": 1, + "type": "integer" + }, + "source": { + "default": null, + "description": "\"idx\" (insider disclosures, any size) or \"ksei\" (holders at 5% and above).", + "enum": [ + "idx", + "ksei" + ], + "type": "string" + }, + "symbol": { + "default": null, + "description": "IDX ticker, e.g. \"BBCA\"; omit for the whole market.", + "type": [ + "string", + "null" + ] + }, + "to": { + "default": null, + "description": "Last day, YYYY-MM-DD.", + "type": [ + "string", + "null" + ] + } + }, + "type": "object" + }, + "name": "get_shareholder_movements" + }, { "description": "Shareholders above 1% of an IDX ticker from the latest KSEI release, with concentration metrics (top1, top3, HHI, free float).", "inputSchema": { diff --git a/crates/idx-mcp/tests/mcp.rs b/crates/idx-mcp/tests/mcp.rs index 5274ffc..b705104 100644 --- a/crates/idx-mcp/tests/mcp.rs +++ b/crates/idx-mcp/tests/mcp.rs @@ -9,7 +9,7 @@ use idx_core::config::CoreConfig; use idx_core::investor::{ImportSource, Investor}; use serde_json::{Value, json}; -const TOOLS: [&str; 20] = [ +const TOOLS: [&str; 21] = [ "analyze_bandar", "analyze_stock", "compare_stocks", @@ -24,6 +24,7 @@ const TOOLS: [&str; 20] = [ "get_ownership_changes", "get_price_history", "get_quotes", + "get_shareholder_movements", "get_shareholders", "ownership_status", "screen_stocks", @@ -551,6 +552,54 @@ fn corporate_actions_need_a_session_and_keep_kinds_apart() { assert_eq!(body["code"], "INVALIDINPUT"); } +#[test] +fn shareholder_movements_page_and_filter() { + let mut client = Client::start(&[], false); + let (is_error, body) = client.call("get_shareholder_movements", json!({})); + assert!(is_error, "{body}"); + assert_eq!(body["code"], "AUTHERROR"); + + let mut client = Client::start_with_env(&[], false, &[TEST_SESSION]); + let market = client.ok("get_shareholder_movements", json!({"pages": 2})); + assert_fetched(&market); + assert_eq!(market["source"], "stockbit"); + let rows = market["data"]["movements"].as_array().unwrap(); + assert_eq!(rows.len(), 14, "8 rows on page 1, 6 on the last page"); + assert_eq!(market["data"]["more"], false); + assert!( + rows.windows(2) + .all(|w| w[0]["date"].as_str() >= w[1]["date"].as_str()), + "newest first" + ); + + let sells = client.ok( + "get_shareholder_movements", + json!({"action": "sell", "source": "ksei", "holder_id": "1000004481", "pages": 3}), + ); + let rows = sells["data"]["movements"].as_array().unwrap(); + assert_eq!(rows.len(), 2); + assert!(rows.iter().all(|r| r["symbol"] == "ATLA" + && r["action"] == "sell" + && r["shares_change"].as_i64() < Some(0) + && r["price_estimated"] == true)); + + let bbca = client.ok("get_shareholder_movements", json!({"symbol": "bbca"})); + assert_eq!(bbca["data"]["more"], true, "BBCA has a second page"); + assert_eq!(bbca["data"]["movements"][0]["roles"], json!(["director"])); + + for bad in [ + json!({"action": "dividend"}), + json!({"source": "bing"}), + json!({"holder_id": "RUDI"}), + json!({"pages": 11}), + json!({"from": "2026-11-02", "to": "2026-11-01"}), + ] { + let (is_error, body) = client.call("get_shareholder_movements", bad.clone()); + assert!(is_error, "{bad} -> {body}"); + assert_eq!(body["code"], "INVALIDINPUT", "{bad} -> {body}"); + } +} + #[test] fn errors_carry_cli_codes() { let mut client = Client::start(&[], false); diff --git a/docs/ARCHITECTURE.md b/docs/ARCHITECTURE.md index 0997cd4..b7c6832 100644 --- a/docs/ARCHITECTURE.md +++ b/docs/ARCHITECTURE.md @@ -296,6 +296,13 @@ WIB as the fallback. `get_corporate_calendar` filter by `CorporateAction::date` (the cum date for entitlements) and sort oldest first. Endpoint notes and the wider design: `docs/STOCKBIT.md`. +- Shareholder movements (`movements`, `api/stockbit/movement.rs`) read + `/insider/company/majorholder`: IDX insider disclosures and KSEI 5% holder + changes, 50 rows a page, filtered by Stockbit (`symbol`, `date_start`, + `date_end`, `insider` (holder id), `action_type`, `source_type`). Each page + is cached an hour under `stockbit-movements`, keyed by every filter and the + page. `ownership movements` and `get_shareholder_movements` read up to 10 + pages; the KSEI register in SQLite is not involved. ### Capability Gating ``` @@ -310,6 +317,7 @@ Factory functions: intraday_provider() → Box orderbook_provider() → Box corporate_action_provider() → Box + shareholder_movement_provider() → Box ``` `ProviderKind::Stockbit` serves quotes (and, with a session, daily history): diff --git a/docs/STOCKBIT.md b/docs/STOCKBIT.md index 037de85..4a0b507 100644 --- a/docs/STOCKBIT.md +++ b/docs/STOCKBIT.md @@ -167,19 +167,33 @@ lists are not errors. A row whose dates are all placeholders is dropped. ### Endpoint -`GET /insider/company/majorholder?symbol=&insider=&date_start=&date_end=&page=`; -all parameters optional. 50 rows a page, `data.is_more` for the next page. +Rows shipped as `idx ownership movements` and `get_shareholder_movements`; +the summary score is next. + +`GET /insider/company/majorholder?symbol=&insider=&date_start=&date_end=&action_type=&source_type=&page=`; +all parameters optional, all filtered by Stockbit (checked 2026-11-03). +`date_start` / `date_end` are YYYY-MM-DD; `insider` is the holder id, which is +the row's `id` (not unique per row); `action_type` takes `ACTION_TYPE_BUY`, +`_SELL`, `_TRANSFER`, `_CROSS` or `_CORPACTION` (the app's filter list); +`source_type` takes `SOURCE_TYPE_IDX` or `_KSEI`. `page` counts from 1. 50 rows +a page, `data.is_more` for the next page; a busy day has more than 50 rows. Without `symbol` it is market-wide, newest first: on 2026-11-03 the newest rows were from 2026-11-02. BBCA's 50 rows span 2024-03-22 to 2026-03-25. Each row (`data.movement[]`): `name`, `symbol`, `date` (`"25 Mar 26"`), `previous` / `current` / `changes` `{value: shares as "193,206", percentage}`, -`action_type` (`ACTION_TYPE_BUY|SELL|TRANSFER`), `nationality` +`action_type` (`ACTION_TYPE_BUY`, `_SELL`, `_TRANSFER`, `_CROSS`, +`_RIGHT_ISSUE`, `_PRIVATE_PLACEMENT`, `_TENDER_OFFER`; the bundle also names +`_BONUS_STOCK`, `_DIVIDEND_STOCK`, `_DIVIDEND_CASH`), `nationality` (`NATIONALITY_TYPE_LOCAL|FOREIGN`), `badges` (`SHAREHOLDER_BADGE_DIREKTUR`, `..._KOMISARIS`), `price.raw.value`, `value.raw.value` (IDR), `is_estimated_price`, `purpose` (free text such as "Pembelian", "Investasi"), `data_source.type` (`SOURCE_TYPE_IDX` for insider disclosures, `SOURCE_TYPE_KSEI` for 5% holder changes), `broker_detail` (empty so far). +KSEI rows carry an estimated price (`is_estimated_price`: true); IDX rows +mostly the trade price, though crossings can be estimated too. `CROSS` rows +name securities firms as the holder. A rights issue can change the stake +with no change in shares (dilution). ### Relation to `ownership` @@ -208,10 +222,15 @@ Yahoo prices, forward 5/20/60-session returns against IHSG). ### Surface -- `idx ownership movements [SYM] [--from DATE] [--to DATE] [--holder NAME] - [--action buy|sell|transfer] [--pages N]`: rows, newest first. -- `idx ownership movements --summary [--from DATE]`: the per-symbol score. -- MCP: `get_shareholder_movements {symbol?, from?, to?, holder?, pages?}`. +- `idx ownership movements [SYM] [--from DATE] [--to DATE] [--holder ID] + [--action buy|sell|transfer|cross|corporate-action] [--source idx|ksei] + [--pages N]`: rows, newest first (shipped). `--holder` takes the holder id + rather than a name: Stockbit filters by id, and a name search would only see + the pages already read. +- MCP: `get_shareholder_movements {symbol?, from?, to?, holder_id?, action?, + source?, pages?}` (shipped). +- Next: `idx ownership movements --summary [--from DATE]`, the per-symbol + score. ## P2 and P3 @@ -236,7 +255,7 @@ Yahoo prices, forward 5/20/60-session returns against IHSG). states (done 2026-11-03). 2. Corporate actions (parsers, `stocks actions`, `stocks calendar`, MCP, goldens) (done). -3. Shareholder movements, rows first, then `--summary`. +3. Shareholder movements, rows first (done), then `--summary`. 4. Event study for the movement score; P2 by demand. ## Open questions diff --git a/web/src/content/docs/cli/ownership.md b/web/src/content/docs/cli/ownership.md index 07b1037..f22f76c 100644 --- a/web/src/content/docs/cli/ownership.md +++ b/web/src/content/docs/cli/ownership.md @@ -36,6 +36,32 @@ two releases. `ticker` also reports concentration: the top holder's share, the top three, the Herfindahl index (HHI) and the free float (shares held by holders below 1%). +## Insider and major holder movements + +With your own Stockbit login (`idx stockbit login`, see [Stockbit](/cli/stockbit/)), +`movements` lists reported changes in holders' stakes, newest first. It reads +Stockbit live and needs no import: + +```bash +idx ownership movements BBCA # one stock, 50 rows +idx ownership movements # the whole market +idx ownership movements --action sell --source ksei --pages 3 +idx ownership movements --from 2026-10-01 --to 2026-10-31 +idx ownership movements --holder 1000004481 # one holder's history +``` + +Two sources share the list. `IDX` rows are insider disclosures: directors, +commissioners and other insiders, at any size, with the trade price. `KSEI` +rows are changes of holders at 5% and above, which report no price; Stockbit +estimates one, shown with `~`. `--holder` takes the number in the HOLDER ID +column. Shares are exact. Stakes are as Stockbit rounds them, so a director's +small holding reads `<0.01%`. + +These are filings, not signals. Many insiders buying at one price on one day +is usually a share plan, transfers are not trades, and a row appears days +after the change. Each page is 50 rows and one request to Stockbit (`--pages` +up to 10); answers are cached for an hour. + ## Import reports yourself The snapshot covers most needs. To load a month it lacks, or older history, diff --git a/web/src/content/docs/cli/reference.md b/web/src/content/docs/cli/reference.md index e02f3a4..6e35899 100644 --- a/web/src/content/docs/cli/reference.md +++ b/web/src/content/docs/cli/reference.md @@ -1158,6 +1158,7 @@ Commands: concentration Rank tickers by ownership concentration flow Show Bing institutional flow for a ticker changes Diff two KSEI releases + movements Insider and major holder buys and sells, as reported (Stockbit login) graph Ownership network graph resolve Manual entity resolution workflow releases List imported KSEI releases @@ -1547,6 +1548,79 @@ Examples: idx ownership changes --from 2026-08-31 --to 2026-09-30 ``` +### `idx ownership movements` + +```text +Reported changes in holders' stakes from your own Stockbit session (`idx stockbit login`), newest first: IDX insider disclosures (directors, commissioners and other insiders, any size, with the trade price) and KSEI's changes of holders at 5% and above (Stockbit estimates their price). One stock's, or the whole market's without SYMBOL. Each page is 50 rows and one request; answers are cached for an hour. + +These are filings, not signals: a share plan shows as many insiders buying at one price, and a row appears days after the change. + +Usage: idx ownership movements [OPTIONS] [SYMBOL] + +Arguments: + [SYMBOL] + Single ticker symbol (e.g. BBCA); omit for the whole market + +Options: + --from + First day, YYYY-MM-DD + + -o, --output + Output format [default: auto = table on a terminal, json when piped] + + [possible values: auto, table, json, jsonl] + + --no-color + Disable colored output + + --to + Last day, YYYY-MM-DD + + --holder + One holder's movements, by the id in the HOLDER ID column + + -q, --quiet + Suppress non-essential output + + --action + Only this kind of movement + + [possible values: buy, sell, transfer, cross, corporate-action] + + -v, --verbose... + Increase verbosity (-v, -vv) + + --provider + Market data provider [default: general.provider, else msn] + + [possible values: yahoo, msn, stockbit] + + --source + Only IDX insider disclosures or KSEI 5% holder changes + + [possible values: idx, ksei] + + --offline + Run without network requests + + --pages + Pages of 50 rows to read (1-10) + + [default: 1] + + --no-cache + Bypass local cache + + -h, --help + Print help (see a summary with '-h') + +Examples: + idx ownership movements BBCA + idx ownership movements --action sell --source ksei + idx ownership movements --from 2026-10-01 --to 2026-10-31 --pages 5 + idx ownership movements --holder 1000004481 # one holder's history (HOLDER ID column) +``` + ### `idx ownership graph` ```text diff --git a/web/src/content/docs/cli/stockbit.md b/web/src/content/docs/cli/stockbit.md index 5c54f8f..735e066 100644 --- a/web/src/content/docs/cli/stockbit.md +++ b/web/src/content/docs/cli/stockbit.md @@ -77,6 +77,7 @@ idx stocks orderbook BBCA # depth, queued orders, foreign flow idx stocks orderbook BBRI --depth 5 idx stocks actions BBCA # dividends, splits, meetings, ... idx stocks calendar --kind dividend # cum dates in the next 30 days +idx ownership movements BBCA # insider and major holder buys and sells idx --provider stockbit stocks quote BBCA # live, not delayed idx --provider stockbit stocks history BBCA --period 1y # Stockbit's daily candles idx stockbit logout @@ -201,6 +202,7 @@ What the login adds: | `stocks history` under `--provider stockbit` | Yahoo | Stockbit's daily candles for `5d` to `1y`; Yahoo for other windows | | `stocks intraday` | public page | public page | | `stocks actions`, `stocks calendar` | `AUTHERROR` | corporate actions: one stock's history, or the market's calendar | +| `ownership movements` | `AUTHERROR` | insider and major holder buys and sells, as reported to IDX and KSEI | The order book is what Stockbit's own app shows. Outside trading it is the book as the market left it, and the output says so. Foreign buy, sell and net @@ -222,6 +224,6 @@ market or republishing prices. With your login, automated use is tied to your account: keep it human-paced. Over MCP, the same data comes from `get_intraday`, `get_orderbook`, -`get_corporate_actions`, `get_corporate_calendar` and `stockbit_status`, and from `get_quotes` and `get_price_history` when the +`get_corporate_actions`, `get_corporate_calendar`, `get_shareholder_movements` and `stockbit_status`, and from `get_quotes` and `get_price_history` when the server runs with `IDX_PROVIDER=stockbit`. The server never logs in; run `idx stockbit login` in a terminal. diff --git a/web/src/content/docs/mcp/index.md b/web/src/content/docs/mcp/index.md index d73870a..d45736d 100644 --- a/web/src/content/docs/mcp/index.md +++ b/web/src/content/docs/mcp/index.md @@ -5,8 +5,8 @@ description: idx-mcp serves idx's stock and ownership data to AI agents over MCP `idx-mcp` is a [Model Context Protocol](https://modelcontextprotocol.io) server over stdio. It gives an agent the same data as the `idx` CLI, as -[20 tools](/mcp/tools/) (plus an opt-in `ownership_sync`): quotes, today's -session by the minute, the order book and corporate actions (with a Stockbit +[21 tools](/mcp/tools/) (plus an opt-in `ownership_sync`): quotes, today's +session by the minute, the order book, corporate actions and insider movements (with a Stockbit login), price history, screening, company data, analysis, comparison, broker summaries, bandarmology, foreign flow, and the KSEI ownership queries. diff --git a/web/src/content/docs/mcp/tools.md b/web/src/content/docs/mcp/tools.md index 19e1260..4dca344 100644 --- a/web/src/content/docs/mcp/tools.md +++ b/web/src/content/docs/mcp/tools.md @@ -150,6 +150,20 @@ Latest quotes (price, change, volume, 52-week range, market cap) for one or more | --- | --- | --- | --- | | `symbols` | array of string | yes | IDX tickers, e.g. ["BBCA", "BBRI"]; the `.JK` suffix is optional. At most 20. | +## `get_shareholder_movements` + +Reported changes in insiders' and major holders' stakes in IDX stocks, from the user's own Stockbit session, newest first: IDX insider disclosures (directors, commissioners and other insiders, any size, with the trade price) and KSEI changes of holders at 5% and above (price estimated: `price_estimated`). One stock's, or the market's without `symbol`. Shares are exact and signed (`shares_change` < 0 is a sale); percentages are basis points as Stockbit rounds them, so a small insider can read 0. `more` is true when rows remain past `pages`. These are filings, not signals: many insiders buying at one price on one day is usually a share plan, and rows appear days after the change. AUTHERROR means there is no session: call stockbit_status, then stockbit_login. + +| Input | Type | Required | Description | +| --- | --- | --- | --- | +| `action` | `buy` / `sell` / `transfer` / `cross` / `corporate-action` | no | Only this kind of movement; "corporate-action" covers rights issues, private placements and the like. | +| `from` | string | no | First day, YYYY-MM-DD. | +| `holder_id` | string | no | One holder's movements: the `holder_id` of a row. | +| `pages` | integer | no | Pages of 50 rows (default 1, at most 10); each page is one request to Stockbit. | +| `source` | `idx` / `ksei` | no | "idx" (insider disclosures, any size) or "ksei" (holders at 5% and above). | +| `symbol` | string | no | IDX ticker, e.g. "BBCA"; omit for the whole market. | +| `to` | string | no | Last day, YYYY-MM-DD. | + ## `get_shareholders` Shareholders above 1% of an IDX ticker from the latest KSEI release, with concentration metrics (top1, top3, HHI, free float).