feat: Stockbit login for the order book, live quotes and daily history

Opt-in, with the user's own Stockbit session from a pasted
credentialStorage cookie (or IDX_STOCKBIT_REFRESH_TOKEN):

- idx stockbit login/status/logout; session file 0600, tokens never shown
- rotating refresh under a cross-process lock; one refresh+retry on 401
- stocks orderbook: depth with lots and orders, OHLC, value, foreign flow
- --provider stockbit quotes from the session API when logged in
- --history-provider stockbit, and auto under the stockbit provider for
  5d-1y daily windows
- MCP get_orderbook and stockbit_status (17 tools)

Endpoints, units and recorded responses from fzn0x/idx (MIT).
This commit is contained in:
hermes 2026-10-23 08:35:57 +00:00
commit b5ae9b98de
61 changed files with 2882 additions and 129 deletions

View file

@ -1,10 +1,11 @@
//! Fixture-backed provider for tests, enabled by the `testing` feature and
//! `IDX_USE_MOCK_PROVIDER`. Release builds do not contain it.
use super::types::{Bar, Fundamentals, Interval, Intraday, Period, Quote};
use super::stockbit::exodus;
use super::types::{Bar, Fundamentals, Interval, Intraday, OrderBook, Period, Quote};
use super::{
BrokerSummaryProvider, FundamentalsProvider, HistoryProvider, IntradayProvider, QuoteProvider,
TradingSummaryProvider, idx, ipot, msn, stockbit, yahoo,
BrokerSummaryProvider, FundamentalsProvider, HistoryProvider, IntradayProvider,
OrderBookProvider, QuoteProvider, TradingSummaryProvider, idx, ipot, msn, stockbit, yahoo,
};
use crate::broker::types::{BrokerBoard, BrokerInvestor, BrokerQuery};
use crate::config::ProviderKind;
@ -135,22 +136,31 @@ impl HistoryProvider for MockProvider {
}
}
/// Stockbit symbol pages from `tests/fixtures/stockbit_symbol_<code>.html`;
/// a code without a fixture is Stockbit's 404. `IDX_MOCK_STOCKBIT_STATUS`
/// (e.g. `403`) answers that HTTP status instead, and `IDX_MOCK_ERROR` fails
/// as for the other providers.
/// Stockbit from fixtures. Without a session (none stored or seeded through
/// `IDX_STOCKBIT_REFRESH_TOKEN`): the public page,
/// `tests/fixtures/stockbit_symbol_<code>.html`. With one: the session API,
/// `tests/fixtures/stockbit_exodus_orderbook_<code>.json` and
/// `stockbit_exodus_chart_candle_<code>_<window>.json`, with the market state
/// from `stockbit_exodus_market_session.json`. A code without a fixture is
/// Stockbit's 404. `IDX_MOCK_STOCKBIT_STATUS` (e.g. `403`) answers that HTTP
/// status instead, and `IDX_MOCK_ERROR` fails as for the other providers.
pub struct MockStockbitProvider;
impl MockStockbitProvider {
fn snapshot(&self, symbol: &str) -> Result<Intraday, IdxError> {
fn failure(&self, symbol: &str) -> Option<IdxError> {
if std::env::var("IDX_MOCK_ERROR").is_ok() {
return Err(IdxError::ProviderUnavailable);
return Some(IdxError::ProviderUnavailable);
}
if let Ok(status) = std::env::var("IDX_MOCK_STOCKBIT_STATUS") {
return Err(stockbit::status_error(
status.parse().unwrap_or(500),
symbol,
));
let status = std::env::var("IDX_MOCK_STOCKBIT_STATUS").ok()?;
Some(stockbit::status_error(
status.parse().unwrap_or(500),
symbol,
))
}
fn snapshot(&self, symbol: &str) -> Result<Intraday, IdxError> {
if let Some(err) = self.failure(symbol) {
return Err(err);
}
let code = stockbit::stockbit_code(symbol)?;
let path = format!(
@ -162,10 +172,32 @@ impl MockStockbitProvider {
Err(_) => Err(stockbit::status_error(404, symbol)),
}
}
/// A session API fixture, or the error a request would meet.
fn exodus(&self, symbol: &str, name: &str) -> Result<String, IdxError> {
if !stockbit::has_session() {
return Err(IdxError::AuthError(stockbit::auth::NO_SESSION.to_string()));
}
if let Some(err) = self.failure(symbol) {
return Err(err);
}
std::fs::read_to_string(format!("tests/fixtures/stockbit_exodus_{name}"))
.map_err(|_| IdxError::SymbolNotFound(symbol.to_string()))
}
fn book(&self, symbol: &str) -> Result<OrderBook, IdxError> {
let code = stockbit::stockbit_code(symbol)?.to_ascii_lowercase();
let body = self.exodus(symbol, &format!("orderbook_{code}.json"))?;
let state = self.exodus(symbol, "market_session.json")?;
exodus::parse_orderbook(symbol, &body, exodus::parse_market_status(&state))
}
}
impl QuoteProvider for MockStockbitProvider {
fn quote(&self, symbol: &str) -> Result<Quote, IdxError> {
if stockbit::has_session() {
return self.book(symbol).map(|book| exodus::quote_from_book(&book));
}
let mut quote = self.snapshot(symbol)?.quote;
// Quotes are judged against the clock (behind the session, a week
// old); a fixed trade time would make their output age.
@ -186,6 +218,27 @@ impl IntradayProvider for MockStockbitProvider {
}
}
impl OrderBookProvider for MockStockbitProvider {
fn orderbook(&self, symbol: &str) -> Result<OrderBook, IdxError> {
self.book(symbol)
}
}
impl HistoryProvider for MockStockbitProvider {
fn history(
&self,
symbol: &str,
period: &Period,
interval: &Interval,
) -> Result<Vec<Bar>, IdxError> {
let window = exodus::history_window(period, interval)
.ok_or_else(|| exodus::unsupported_window(period, interval))?;
let code = stockbit::stockbit_code(symbol)?.to_ascii_lowercase();
let body = self.exodus(symbol, &format!("chart_candle_{code}_{window}.json"))?;
exodus::daily_for_period(&body, period)
}
}
/// Broker summaries from `tests/fixtures/ipot_brokersummary_<code>_<from>
/// [_<to>][_<investor>_<board>].html`; a query without a fixture reads as an
/// unknown code.