mirror of
https://github.com/0xrsydn/idx-cli.git
synced 2026-11-07 09:45:36 +00:00
chore: prepare v0.2.1 release
This commit is contained in:
parent
1f5c4b2798
commit
c94c826307
32 changed files with 2483 additions and 382 deletions
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@ -2,6 +2,7 @@ use clap::{Args, Subcommand};
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use crate::cache::Cache;
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use crate::error::IdxError;
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use crate::runtime;
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#[derive(Debug, Args)]
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#[command(about = "Manage local cache")]
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@ -43,7 +44,7 @@ pub fn handle(cmd: &CacheCmd) -> Result<(), IdxError> {
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let (removed, failed) = cache.clear()?;
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println!("cleared {removed} files");
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if !failed.is_empty() {
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eprintln!("warning: failed to remove {} file(s)", failed.len());
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runtime::warn(format!("failed to remove {} file(s)", failed.len()));
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}
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}
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}
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@ -48,7 +48,7 @@ pub enum Commands {
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#[command(about = "Manage local cache")]
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Cache(cache::CacheCmd),
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#[cfg(feature = "ownership")]
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#[command(about = "Ownership intelligence (KSEI + Bing)")]
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#[command(about = "Ownership intelligence (bootstrap with `ownership sync`)")]
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Ownership(ownership::OwnershipCmd),
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#[command(about = "Generate shell completions")]
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Completions { shell: Shell },
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@ -5,7 +5,6 @@ use std::path::{Path, PathBuf};
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use chrono::Utc;
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use clap::{Args, Subcommand};
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use comfy_table::{Cell, ContentArrangement, Table, presets::UTF8_FULL};
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use directories::ProjectDirs;
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use owo_colors::OwoColorize;
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use serde::Serialize;
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use sha2::{Digest, Sha256};
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@ -15,12 +14,18 @@ use crate::error::IdxError;
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use crate::output::OutputFormat;
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use crate::output::json;
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use crate::output::table::format_idr;
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use crate::runtime;
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use crate::ownership::types::{
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ChangeType, FlowSignal, HolderRow, KseiHolding, OwnershipRelease, OwnershipSource,
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};
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use crate::ownership::{archive, db, entities, graph, parser, remote, search, snapshot};
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#[derive(Debug, Args)]
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#[command(
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about = "Ownership intelligence (KSEI + Bing)",
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long_about = "Ownership intelligence (KSEI + Bing).\n\nPreferred bootstrap path:\n 1. Run `idx ownership sync` to install or refresh a maintained SQLite snapshot.\n 2. If no snapshot manifest is available, run `idx ownership discover` and then `idx ownership import --url <pdf-url>`.\n 3. Local `.pdf`, `.zip`, and `.txt` imports remain available for manual or fallback workflows.",
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after_help = "Examples:\n idx ownership sync\n idx ownership sync --manifest /path/to/ownership-snapshot-manifest.json\n idx ownership discover --limit 1\n idx ownership import --url <pdf-url>\n idx ownership releases"
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)]
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pub struct OwnershipCmd {
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#[command(subcommand)]
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pub command: OwnershipCommand,
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@ -28,11 +33,22 @@ pub struct OwnershipCmd {
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#[derive(Debug, Subcommand)]
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pub enum OwnershipCommand {
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/// Discover the latest IDX-hosted ownership report URLs.
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#[command(
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about = "Discover the latest IDX-hosted ownership report URLs",
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after_help = "Examples:\n idx ownership discover --limit 1\n idx ownership discover --family all --limit 6\n\nUse this when no snapshot manifest is available and you need a direct PDF URL for `idx ownership import --url`."
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)]
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Discover(DiscoverArgs),
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/// Import ownership data from KSEI PDF or archive fallback files.
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#[command(
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about = "Import ownership data directly from source files",
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long_about = "Import ownership data directly from source files.\n\nPrefer `idx ownership sync` for normal bootstrap/update flows. Use `import` when you need a direct PDF import from IDX discovery output, a local PDF, or a local KSEI archive fallback file.",
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after_help = "Examples:\n idx ownership import --url <pdf-url-from-discover>\n idx ownership import --file /path/to/ksei.pdf\n idx ownership import --file /path/to/BalanceposEfek20260227.zip"
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)]
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Import(ImportArgs),
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/// Install or refresh a maintained ownership SQLite snapshot.
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#[command(
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about = "Install or refresh a maintained ownership SQLite snapshot",
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long_about = "Install or refresh a maintained ownership SQLite snapshot.\n\nThis is the normal bootstrap/update path for ownership data.\n\nManifest lookup order:\n 1. `--manifest`\n 2. `IDX_OWNERSHIP_SNAPSHOT_MANIFEST`\n 3. `ownership.snapshot_manifest` in config",
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after_help = "Examples:\n idx ownership sync\n idx ownership sync --manifest /path/to/ownership-snapshot-manifest.json\n IDX_OWNERSHIP_SNAPSHOT_MANIFEST=https://example.com/latest.json idx ownership sync"
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)]
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Sync(SyncArgs),
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/// Show all holders for a ticker (KSEI + Bing combined).
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Ticker(TickerArgs),
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@ -68,26 +84,26 @@ pub struct DiscoverArgs {
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#[derive(Debug, Args)]
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pub struct ImportArgs {
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/// URL to a remote ownership PDF.
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/// Direct URL to a remote ownership PDF, typically from `ownership discover`.
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#[arg(long)]
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pub url: Option<String>,
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/// Path to local KSEI ownership PDF, ZIP, or TXT file.
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/// Path to a local ownership file: PDF (primary), ZIP/TXT archive (fallback).
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#[arg(long)]
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pub file: Option<PathBuf>,
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/// Fetch Bing institutional data for these symbols.
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#[arg(long, value_delimiter = ',')]
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pub fetch_bing: Option<Vec<String>>,
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/// Re-import even if already imported.
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/// Re-import even if the release SHA-256 has already been seen.
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#[arg(long)]
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pub force: bool,
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}
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#[derive(Debug, Args)]
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pub struct SyncArgs {
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/// Snapshot manifest location (URL or local path).
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/// Snapshot manifest location (URL or local path). If omitted, config/env lookup is used.
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#[arg(long)]
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pub manifest: Option<String>,
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/// Replace the local DB even when already current or newer.
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/// Replace the local DB even when it is already current or newer than the snapshot.
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#[arg(long)]
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pub force: bool,
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}
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@ -536,7 +552,10 @@ fn handle_flow(args: &FlowArgs, config: &IdxConfig) -> Result<(), IdxError> {
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let flow = db::query_bing_flow(&conn, ticker_id)?;
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let Some(flow) = flow else {
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println!("No institutional flow data. Run: idx ownership import --fetch-bing {symbol}");
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if matches!(config.output, OutputFormat::Json) {
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return json::print_json(&Option::<crate::ownership::types::InstitutionalFlow>::None);
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}
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println!("No institutional flow data available for {symbol}.");
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return Ok(());
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};
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@ -759,12 +778,12 @@ fn handle_import(args: &ImportArgs, config: &IdxConfig) -> Result<(), IdxError>
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.collect();
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if !clean.is_empty() {
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eprintln!(
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"info: --fetch-bing requested for {} symbol(s), implementation deferred for Sprint 6",
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runtime::info(format!(
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"--fetch-bing requested for {} symbol(s), implementation deferred for Sprint 6",
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clean.len()
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);
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));
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for symbol in &clean {
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eprintln!(" - {symbol}");
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runtime::info(format!(" - {symbol}"));
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}
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return Err(IdxError::Unsupported(
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@ -781,7 +800,23 @@ fn handle_import(args: &ImportArgs, config: &IdxConfig) -> Result<(), IdxError>
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let sha256 = sha256_file(&import_input.import_path)?;
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if !args.force && db::release_exists(&conn, &sha256)? {
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println!("Release already imported (sha256: {sha256}). Use --force to re-import.");
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let result = OwnershipImportResult {
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action: "skipped_existing",
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inserted_rows: 0,
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ticker_count: 0,
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as_of_date: None,
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sha256,
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source_url: import_input.source_url,
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};
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if matches!(config.output, OutputFormat::Json) {
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return json::print_json(&result);
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}
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println!(
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"Release already imported (sha256: {}). Use --force to re-import.",
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result.sha256
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);
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return Ok(());
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}
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@ -830,7 +865,6 @@ fn handle_import(args: &ImportArgs, config: &IdxConfig) -> Result<(), IdxError>
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});
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}
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let inserted_rows = db::insert_ksei_holdings(&conn, &holdings)?;
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let as_of_date = holdings
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.iter()
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.map(|h| h.report_date)
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@ -844,15 +878,28 @@ fn handle_import(args: &ImportArgs, config: &IdxConfig) -> Result<(), IdxError>
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source_url: import_input.source_url,
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sha256,
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as_of_date,
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row_count: inserted_rows,
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row_count: holdings.len(),
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imported_at: Utc::now().timestamp(),
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};
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let _ = db::insert_release(&conn, &release)?;
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let inserted_rows = db::write_ksei_release(&conn, &release, &holdings, args.force)?;
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let result = OwnershipImportResult {
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action: if args.force { "reimported" } else { "imported" },
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inserted_rows,
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ticker_count: ticker_ids.len(),
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as_of_date: Some(as_of_date.format("%Y-%m-%d").to_string()),
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sha256: release.sha256.clone(),
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source_url: release.source_url.clone(),
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};
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if matches!(config.output, OutputFormat::Json) {
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return json::print_json(&result);
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}
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println!(
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"Imported {} rows for {} tickers (as of {}).",
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inserted_rows,
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ticker_ids.len(),
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result.inserted_rows,
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result.ticker_count,
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as_of_date.format("%Y-%m-%d")
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);
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@ -916,6 +963,16 @@ struct ResolvedImportInput {
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format: ImportInputFormat,
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}
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#[derive(Debug, Serialize)]
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struct OwnershipImportResult {
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action: &'static str,
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inserted_rows: usize,
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ticker_count: usize,
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as_of_date: Option<String>,
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sha256: String,
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source_url: Option<String>,
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}
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#[derive(Debug, Clone, Copy, PartialEq, Eq)]
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enum ImportInputFormat {
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Pdf,
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@ -972,9 +1029,7 @@ fn detect_local_import_format(path: &Path) -> Result<ImportInputFormat, IdxError
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}
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fn cache_pdf_path(url: &str) -> Result<PathBuf, IdxError> {
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let dirs = ProjectDirs::from("", "", "idx")
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.ok_or_else(|| IdxError::Io("unable to resolve cache directory".to_string()))?;
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let raw_dir = dirs.cache_dir().join("ownership").join("raw");
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let raw_dir = crate::cache::cache_dir()?.join("ownership").join("raw");
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fs::create_dir_all(&raw_dir).map_err(|e| IdxError::Io(e.to_string()))?;
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let mut file_name = url
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@ -1,6 +1,6 @@
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use std::cmp::Ordering;
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use clap::{Args, Subcommand};
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use clap::{Args, Subcommand, ValueEnum};
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use serde::{Serialize, de::DeserializeOwned};
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use crate::analysis::fundamental::{
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@ -9,17 +9,13 @@ use crate::analysis::fundamental::{
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};
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use crate::analysis::signals::{self, Signal, TechnicalSignal};
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use crate::analysis::technical;
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use crate::api::msn::MsnProvider;
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use crate::api::types::{
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CompanyProfile, EarningsReport, FinancialStatements, Fundamentals, InsightData, Interval,
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NewsItem, Ohlc, Period, Quote, SentimentData,
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};
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use crate::api::{
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EarningsProvider, FinancialsProvider, InsightsProvider, MarketDataProvider, NewsProvider,
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ProfileProvider, SentimentProvider, history_provider,
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};
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use crate::api::{MarketDataProvider, SelectedProvider, history_provider};
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use crate::cache::Cache;
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use crate::config::{HistoryProviderKind, IdxConfig};
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use crate::config::{HistoryProviderKind, IdxConfig, ProviderKind};
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use crate::error::IdxError;
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use crate::output::{
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MacdSnapshot, TechnicalReport, VolumeSnapshot, render_compare, render_earnings,
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@ -27,6 +23,7 @@ use crate::output::{
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render_news, render_profile, render_quotes, render_risk, render_screener, render_sentiment,
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render_technical, render_valuation,
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};
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use crate::runtime;
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struct FundamentalCacheSpec {
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bucket: String,
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@ -53,8 +50,67 @@ const SCREENER_FILTERS: &[&str] = &[
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const SCREENER_REGIONS: &[&str] = &["id", "us", "sg", "hk", "jp"];
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fn cache_bucket(config: &IdxConfig, key: &str) -> String {
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format!("{}-{key}", config.provider.as_str())
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fn cache_bucket(provider: ProviderKind, key: &str) -> String {
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format!("{}-{key}", provider.as_str())
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}
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#[derive(Debug, Clone, Copy, PartialEq, Eq, ValueEnum)]
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enum FinancialStatementKind {
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Income,
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Balance,
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Cashflow,
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}
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#[derive(Debug, Clone, Args, Default)]
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pub struct FinancialsFilterArgs {
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/// Limit output to one or more statements.
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#[arg(long, value_enum, value_delimiter = ',', num_args = 1..)]
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statement: Vec<FinancialStatementKind>,
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}
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#[derive(Debug, Clone, Copy, Args, Default)]
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pub struct EarningsFilterArgs {
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/// Only include forward earnings rows.
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#[arg(long)]
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forecast: bool,
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/// Only include historical earnings rows.
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#[arg(long)]
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history: bool,
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/// Only include annual periods.
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#[arg(long)]
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annual: bool,
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/// Only include quarterly periods.
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#[arg(long)]
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quarterly: bool,
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}
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impl EarningsFilterArgs {
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fn include_forecast(self) -> bool {
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self.forecast || !self.history
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}
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fn include_history(self) -> bool {
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self.history || !self.forecast
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}
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fn includes_period(self, period_type: &str) -> bool {
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if !self.annual && !self.quarterly {
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return true;
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}
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match classify_earnings_period(period_type) {
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EarningsPeriodKind::Annual => self.annual || !self.quarterly,
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EarningsPeriodKind::Quarterly => self.quarterly || !self.annual,
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EarningsPeriodKind::Unknown => false,
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}
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}
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}
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#[derive(Debug, Clone, Copy, PartialEq, Eq)]
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enum EarningsPeriodKind {
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Annual,
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Quarterly,
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Unknown,
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}
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#[derive(Debug, Args)]
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@ -132,10 +188,24 @@ pub enum StocksSubcommand {
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},
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#[command(about = "Get company profile")]
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Profile { symbol: String },
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#[command(about = "Get financial statements")]
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Financials { symbol: String },
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#[command(about = "Get earnings report")]
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Earnings { symbol: String },
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#[command(
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about = "Get financial statements",
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after_help = "Examples:\n idx stocks financials BBCA\n idx stocks financials BBCA --statement income\n idx stocks financials BBCA --statement income,balance"
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)]
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Financials {
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symbol: String,
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#[command(flatten)]
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filters: FinancialsFilterArgs,
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},
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#[command(
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about = "Get earnings report",
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after_help = "Examples:\n idx stocks earnings BBCA\n idx stocks earnings BBCA --history --quarterly\n idx -o json stocks earnings BBCA --forecast --annual"
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)]
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Earnings {
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symbol: String,
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#[command(flatten)]
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filters: EarningsFilterArgs,
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},
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#[command(about = "Get crowd sentiment")]
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Sentiment { symbol: String },
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#[command(about = "Get AI insights")]
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@ -168,9 +238,10 @@ pub enum StocksSubcommand {
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pub fn handle(
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cmd: &StocksCmd,
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config: &IdxConfig,
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provider: &dyn MarketDataProvider,
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provider: &SelectedProvider,
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offline: bool,
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no_cache: bool,
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verbose: bool,
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) -> Result<(), IdxError> {
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if offline && no_cache {
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return Err(IdxError::InvalidInput(
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@ -182,7 +253,7 @@ pub fn handle(
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match &cmd.command {
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StocksSubcommand::Quote { symbols } => {
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let quote_bucket = cache_bucket(config, "quote");
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let quote_bucket = cache_bucket(provider.kind(), "quote");
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let mut quotes = Vec::new();
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for sym in symbols.iter().flat_map(|s| s.split(',')) {
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let resolved = crate::api::resolve_symbol(sym, &config.exchange)?;
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@ -198,7 +269,7 @@ pub fn handle(
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continue;
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}
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match provider.quote(&resolved) {
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match provider.market().quote(&resolved) {
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Ok(q) => {
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if !no_cache {
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cache.put("e_bucket, &resolved, &q, config.quote_ttl)?;
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|
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@ -209,9 +280,9 @@ pub fn handle(
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if !no_cache
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&& let Some(stale) = cache.get_stale("e_bucket, &resolved)?
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{
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eprintln!(
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"warning: network failed, serving stale cache for {resolved}"
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);
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runtime::warn(format!(
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"network failed, serving stale cache for {resolved}"
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));
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quotes.push(stale);
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continue;
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}
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|
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@ -229,16 +300,16 @@ pub fn handle(
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} => {
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let history_mode = history_provider_override.unwrap_or(config.history_provider);
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let (history_source, hist_provider) =
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history_provider(config.provider, history_mode, false)?;
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history_provider(provider.kind(), history_mode, verbose)?;
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if matches!(history_mode, HistoryProviderKind::Auto)
|
||||
&& history_source != config.provider
|
||||
&& history_source != provider.kind()
|
||||
&& !matches!(config.output, crate::output::OutputFormat::Json)
|
||||
{
|
||||
eprintln!(
|
||||
"info: history provider fallback active ({} -> {})",
|
||||
config.provider.as_str(),
|
||||
runtime::info(format!(
|
||||
"history provider fallback active ({} -> {})",
|
||||
provider.kind().as_str(),
|
||||
history_source.as_str()
|
||||
);
|
||||
));
|
||||
}
|
||||
let history_bucket = format!("{}-history", history_source.as_str());
|
||||
let resolved = crate::api::resolve_symbol(symbol, &config.exchange)?;
|
||||
|
|
@ -282,7 +353,9 @@ pub fn handle(
|
|||
&format!("{resolved}-{key}"),
|
||||
)?
|
||||
{
|
||||
eprintln!("warning: network failed, serving stale cache for {resolved}");
|
||||
runtime::warn(format!(
|
||||
"network failed, serving stale cache for {resolved}"
|
||||
));
|
||||
return render_history(&resolved, &stale, &config.output);
|
||||
}
|
||||
Err(err)
|
||||
|
|
@ -295,16 +368,16 @@ pub fn handle(
|
|||
} => {
|
||||
let history_mode = history_provider_override.unwrap_or(config.history_provider);
|
||||
let (history_source, hist_provider) =
|
||||
history_provider(config.provider, history_mode, false)?;
|
||||
history_provider(provider.kind(), history_mode, verbose)?;
|
||||
if matches!(history_mode, HistoryProviderKind::Auto)
|
||||
&& history_source != config.provider
|
||||
&& history_source != provider.kind()
|
||||
&& !matches!(config.output, crate::output::OutputFormat::Json)
|
||||
{
|
||||
eprintln!(
|
||||
"info: history provider fallback active ({} -> {})",
|
||||
config.provider.as_str(),
|
||||
runtime::info(format!(
|
||||
"history provider fallback active ({} -> {})",
|
||||
provider.kind().as_str(),
|
||||
history_source.as_str()
|
||||
);
|
||||
));
|
||||
}
|
||||
let technical_bucket = format!("{}-technical", history_source.as_str());
|
||||
let resolved = crate::api::resolve_symbol(symbol, &config.exchange)?;
|
||||
|
|
@ -333,7 +406,9 @@ pub fn handle(
|
|||
&& let Some(stale) =
|
||||
cache.get_stale::<TechnicalReport>(&technical_bucket, &resolved)?
|
||||
{
|
||||
eprintln!("warning: network failed, serving stale cache for {resolved}");
|
||||
runtime::warn(format!(
|
||||
"network failed, serving stale cache for {resolved}"
|
||||
));
|
||||
return render_technical(&stale, &config.output, config.no_color);
|
||||
}
|
||||
Err(err)
|
||||
|
|
@ -344,10 +419,10 @@ pub fn handle(
|
|||
let resolved = crate::api::resolve_symbol(symbol, &config.exchange)?;
|
||||
let report: GrowthReport = fetch_fundamental_analysis_report(
|
||||
&cache,
|
||||
provider,
|
||||
provider.market(),
|
||||
&resolved,
|
||||
FundamentalCacheSpec {
|
||||
bucket: cache_bucket(config, "growth"),
|
||||
bucket: cache_bucket(provider.kind(), "growth"),
|
||||
ttl_secs: config.fundamental_ttl,
|
||||
},
|
||||
offline,
|
||||
|
|
@ -360,10 +435,10 @@ pub fn handle(
|
|||
let resolved = crate::api::resolve_symbol(symbol, &config.exchange)?;
|
||||
let report: ValuationReport = fetch_fundamental_analysis_report(
|
||||
&cache,
|
||||
provider,
|
||||
provider.market(),
|
||||
&resolved,
|
||||
FundamentalCacheSpec {
|
||||
bucket: cache_bucket(config, "valuation"),
|
||||
bucket: cache_bucket(provider.kind(), "valuation"),
|
||||
ttl_secs: config.fundamental_ttl,
|
||||
},
|
||||
offline,
|
||||
|
|
@ -376,10 +451,10 @@ pub fn handle(
|
|||
let resolved = crate::api::resolve_symbol(symbol, &config.exchange)?;
|
||||
let report: RiskReport = fetch_fundamental_analysis_report(
|
||||
&cache,
|
||||
provider,
|
||||
provider.market(),
|
||||
&resolved,
|
||||
FundamentalCacheSpec {
|
||||
bucket: cache_bucket(config, "risk"),
|
||||
bucket: cache_bucket(provider.kind(), "risk"),
|
||||
ttl_secs: config.fundamental_ttl,
|
||||
},
|
||||
offline,
|
||||
|
|
@ -392,10 +467,10 @@ pub fn handle(
|
|||
let resolved = crate::api::resolve_symbol(symbol, &config.exchange)?;
|
||||
let report: FundamentalReport = fetch_fundamental_analysis_report(
|
||||
&cache,
|
||||
provider,
|
||||
provider.market(),
|
||||
&resolved,
|
||||
FundamentalCacheSpec {
|
||||
bucket: cache_bucket(config, "fundamental"),
|
||||
bucket: cache_bucket(provider.kind(), "fundamental"),
|
||||
ttl_secs: config.fundamental_ttl,
|
||||
},
|
||||
offline,
|
||||
|
|
@ -406,10 +481,10 @@ pub fn handle(
|
|||
}
|
||||
StocksSubcommand::Profile { symbol } => {
|
||||
let resolved = crate::api::resolve_symbol(symbol, &config.exchange)?;
|
||||
let bucket = cache_bucket(config, "profile-v2");
|
||||
let profile: CompanyProfile = fetch_msn_with_cache(
|
||||
let bucket = cache_bucket(provider.kind(), "profile-v2");
|
||||
let profile_provider = provider.profile_provider(&resolved)?;
|
||||
let profile: CompanyProfile = fetch_with_cache(
|
||||
&cache,
|
||||
config.provider,
|
||||
CacheFetchSpec {
|
||||
bucket: &bucket,
|
||||
key: &resolved,
|
||||
|
|
@ -418,16 +493,16 @@ pub fn handle(
|
|||
},
|
||||
offline,
|
||||
no_cache,
|
||||
|| MsnProvider::new(false).profile(&resolved),
|
||||
|| profile_provider.profile(&resolved),
|
||||
)?;
|
||||
render_profile(&profile, &config.output)
|
||||
}
|
||||
StocksSubcommand::Financials { symbol } => {
|
||||
StocksSubcommand::Financials { symbol, filters } => {
|
||||
let resolved = crate::api::resolve_symbol(symbol, &config.exchange)?;
|
||||
let bucket = cache_bucket(config, "financials");
|
||||
let financials: FinancialStatements = fetch_msn_with_cache(
|
||||
let bucket = cache_bucket(provider.kind(), "financials");
|
||||
let financials_provider = provider.financials_provider(&resolved)?;
|
||||
let mut financials: FinancialStatements = fetch_with_cache(
|
||||
&cache,
|
||||
config.provider,
|
||||
CacheFetchSpec {
|
||||
bucket: &bucket,
|
||||
key: &resolved,
|
||||
|
|
@ -436,16 +511,22 @@ pub fn handle(
|
|||
},
|
||||
offline,
|
||||
no_cache,
|
||||
|| MsnProvider::new(false).financials(&resolved),
|
||||
|| financials_provider.financials(&resolved),
|
||||
)?;
|
||||
render_financials(&financials, &config.output)
|
||||
if financials.instrument.symbol.trim().is_empty()
|
||||
|| !financials.instrument.symbol.contains('.')
|
||||
{
|
||||
financials.instrument.symbol = resolved.clone();
|
||||
}
|
||||
let filtered = filter_financial_statements(&financials, filters);
|
||||
render_financials(&filtered, &config.output)
|
||||
}
|
||||
StocksSubcommand::Earnings { symbol } => {
|
||||
StocksSubcommand::Earnings { symbol, filters } => {
|
||||
let resolved = crate::api::resolve_symbol(symbol, &config.exchange)?;
|
||||
let bucket = cache_bucket(config, "earnings");
|
||||
let earnings: EarningsReport = fetch_msn_with_cache(
|
||||
let bucket = cache_bucket(provider.kind(), "earnings");
|
||||
let earnings_provider = provider.earnings_provider(&resolved)?;
|
||||
let mut earnings: EarningsReport = fetch_with_cache(
|
||||
&cache,
|
||||
config.provider,
|
||||
CacheFetchSpec {
|
||||
bucket: &bucket,
|
||||
key: &resolved,
|
||||
|
|
@ -454,16 +535,20 @@ pub fn handle(
|
|||
},
|
||||
offline,
|
||||
no_cache,
|
||||
|| MsnProvider::new(false).earnings(&resolved),
|
||||
|| earnings_provider.earnings(&resolved),
|
||||
)?;
|
||||
render_earnings(&earnings, &config.output)
|
||||
if earnings.symbol.is_empty() {
|
||||
earnings.symbol = resolved.clone();
|
||||
}
|
||||
let filtered = filter_earnings_report(&earnings, filters);
|
||||
render_earnings(&filtered, &config.output)
|
||||
}
|
||||
StocksSubcommand::Sentiment { symbol } => {
|
||||
let resolved = crate::api::resolve_symbol(symbol, &config.exchange)?;
|
||||
let bucket = cache_bucket(config, "sentiment");
|
||||
let sentiment: SentimentData = fetch_msn_with_cache(
|
||||
let bucket = cache_bucket(provider.kind(), "sentiment");
|
||||
let sentiment_provider = provider.sentiment_provider(&resolved)?;
|
||||
let sentiment: SentimentData = fetch_with_cache(
|
||||
&cache,
|
||||
config.provider,
|
||||
CacheFetchSpec {
|
||||
bucket: &bucket,
|
||||
key: &resolved,
|
||||
|
|
@ -472,16 +557,16 @@ pub fn handle(
|
|||
},
|
||||
offline,
|
||||
no_cache,
|
||||
|| MsnProvider::new(false).sentiment(&resolved),
|
||||
|| sentiment_provider.sentiment(&resolved),
|
||||
)?;
|
||||
render_sentiment(&sentiment, &config.output)
|
||||
}
|
||||
StocksSubcommand::Insights { symbol } => {
|
||||
let resolved = crate::api::resolve_symbol(symbol, &config.exchange)?;
|
||||
let bucket = cache_bucket(config, "insights-v2");
|
||||
let insights: InsightData = fetch_msn_with_cache(
|
||||
let bucket = cache_bucket(provider.kind(), "insights-v2");
|
||||
let insights_provider = provider.insights_provider(&resolved)?;
|
||||
let mut insights: InsightData = fetch_with_cache(
|
||||
&cache,
|
||||
config.provider,
|
||||
CacheFetchSpec {
|
||||
bucket: &bucket,
|
||||
key: &resolved,
|
||||
|
|
@ -490,17 +575,20 @@ pub fn handle(
|
|||
},
|
||||
offline,
|
||||
no_cache,
|
||||
|| MsnProvider::new(false).insights(&resolved),
|
||||
|| insights_provider.insights(&resolved),
|
||||
)?;
|
||||
if insights.symbol.is_empty() {
|
||||
insights.symbol = resolved.clone();
|
||||
}
|
||||
render_insights(&insights, &config.output)
|
||||
}
|
||||
StocksSubcommand::News { symbol, limit } => {
|
||||
let resolved = crate::api::resolve_symbol(symbol, &config.exchange)?;
|
||||
let bucket = cache_bucket(config, "news");
|
||||
let bucket = cache_bucket(provider.kind(), "news");
|
||||
let key = format!("{resolved}-{limit}");
|
||||
let news: Vec<NewsItem> = fetch_msn_with_cache(
|
||||
let news_provider = provider.news_provider(&resolved)?;
|
||||
let mut news: Vec<NewsItem> = fetch_with_cache(
|
||||
&cache,
|
||||
config.provider,
|
||||
CacheFetchSpec {
|
||||
bucket: &bucket,
|
||||
key: &key,
|
||||
|
|
@ -509,8 +597,13 @@ pub fn handle(
|
|||
},
|
||||
offline,
|
||||
no_cache,
|
||||
|| MsnProvider::new(false).news(&resolved, *limit),
|
||||
|| news_provider.news(&resolved, *limit),
|
||||
)?;
|
||||
for item in &mut news {
|
||||
if item.symbol.is_empty() {
|
||||
item.symbol = resolved.clone();
|
||||
}
|
||||
}
|
||||
render_news(&news, &config.output)
|
||||
}
|
||||
StocksSubcommand::Screen {
|
||||
|
|
@ -524,11 +617,11 @@ pub fn handle(
|
|||
// client-side sorting picks the correct top N.
|
||||
let needs_full_fetch = matches!(filter.as_str(), "high-volume" | "large-cap");
|
||||
let fetch_limit = if needs_full_fetch { 500 } else { *limit };
|
||||
let bucket = cache_bucket(config, "screen");
|
||||
let bucket = cache_bucket(provider.kind(), "screen");
|
||||
let key = format!("{filter}:{region}:{fetch_limit}");
|
||||
let mut quotes: Vec<Quote> = fetch_msn_with_cache(
|
||||
let screener_provider = provider.screener_provider("screen")?;
|
||||
let mut quotes: Vec<Quote> = fetch_with_cache(
|
||||
&cache,
|
||||
config.provider,
|
||||
CacheFetchSpec {
|
||||
bucket: &bucket,
|
||||
key: &key,
|
||||
|
|
@ -537,7 +630,7 @@ pub fn handle(
|
|||
},
|
||||
offline,
|
||||
no_cache,
|
||||
|| MsnProvider::new(false).screener(filter_key, region_key, fetch_limit),
|
||||
|| screener_provider.screener(filter_key, region_key, fetch_limit),
|
||||
)?;
|
||||
sort_screener_quotes(&mut quotes, filter);
|
||||
quotes.truncate(*limit);
|
||||
|
|
@ -551,10 +644,10 @@ pub fn handle(
|
|||
let resolved = crate::api::resolve_symbol(sym, &config.exchange)?;
|
||||
match fetch_fundamental_analysis_report(
|
||||
&cache,
|
||||
provider,
|
||||
provider.market(),
|
||||
&resolved,
|
||||
FundamentalCacheSpec {
|
||||
bucket: cache_bucket(config, "fundamental"),
|
||||
bucket: cache_bucket(provider.kind(), "fundamental"),
|
||||
ttl_secs: config.fundamental_ttl,
|
||||
},
|
||||
offline,
|
||||
|
|
@ -563,7 +656,9 @@ pub fn handle(
|
|||
) {
|
||||
Ok(report) => reports.push(report),
|
||||
Err(err) => {
|
||||
eprintln!("warning: failed to fetch fundamentals for {resolved}: {err}");
|
||||
runtime::warn(format!(
|
||||
"failed to fetch fundamentals for {resolved}: {err}"
|
||||
));
|
||||
last_error = Some(err);
|
||||
}
|
||||
}
|
||||
|
|
@ -628,10 +723,10 @@ where
|
|||
if !no_cache
|
||||
&& let Some(stale) = cache.get_stale::<T>(cache_spec.bucket, cache_spec.key)?
|
||||
{
|
||||
eprintln!(
|
||||
"warning: network failed, serving stale cache for {}",
|
||||
runtime::warn(format!(
|
||||
"network failed, serving stale cache for {}",
|
||||
cache_spec.subject
|
||||
);
|
||||
));
|
||||
return Ok(stale);
|
||||
}
|
||||
Err(err)
|
||||
|
|
@ -672,7 +767,9 @@ where
|
|||
}
|
||||
Err(err) => {
|
||||
if !no_cache && let Some(stale) = cache.get_stale::<T>(&cache_spec.bucket, resolved)? {
|
||||
eprintln!("warning: network failed, serving stale cache for {resolved}");
|
||||
runtime::warn(format!(
|
||||
"network failed, serving stale cache for {resolved}"
|
||||
));
|
||||
return Ok(stale);
|
||||
}
|
||||
Err(err)
|
||||
|
|
@ -759,32 +856,69 @@ fn average_last(values: &[f64], period: usize) -> Option<f64> {
|
|||
Some(values[start..].iter().sum::<f64>() / period as f64)
|
||||
}
|
||||
|
||||
fn fetch_msn_with_cache<T, F>(
|
||||
cache: &Cache,
|
||||
provider: crate::config::ProviderKind,
|
||||
cache_spec: CacheFetchSpec<'_>,
|
||||
offline: bool,
|
||||
no_cache: bool,
|
||||
fetch_fn: F,
|
||||
) -> Result<T, IdxError>
|
||||
where
|
||||
T: Serialize + DeserializeOwned,
|
||||
F: FnOnce() -> Result<T, IdxError>,
|
||||
{
|
||||
ensure_msn_provider(cache_spec.subject, provider)?;
|
||||
fetch_with_cache(cache, cache_spec, offline, no_cache, fetch_fn)
|
||||
fn filter_financial_statements(
|
||||
financials: &FinancialStatements,
|
||||
filters: &FinancialsFilterArgs,
|
||||
) -> FinancialStatements {
|
||||
let includes = |kind: FinancialStatementKind| {
|
||||
filters.statement.is_empty() || filters.statement.contains(&kind)
|
||||
};
|
||||
|
||||
FinancialStatements {
|
||||
instrument: financials.instrument.clone(),
|
||||
balance_sheet: includes(FinancialStatementKind::Balance)
|
||||
.then(|| financials.balance_sheet.clone())
|
||||
.flatten(),
|
||||
cash_flow: includes(FinancialStatementKind::Cashflow)
|
||||
.then(|| financials.cash_flow.clone())
|
||||
.flatten(),
|
||||
income_statement: includes(FinancialStatementKind::Income)
|
||||
.then(|| financials.income_statement.clone())
|
||||
.flatten(),
|
||||
}
|
||||
}
|
||||
|
||||
fn ensure_msn_provider(
|
||||
subject: &str,
|
||||
provider: crate::config::ProviderKind,
|
||||
) -> Result<(), IdxError> {
|
||||
if !matches!(provider, crate::config::ProviderKind::Msn) {
|
||||
return Err(IdxError::Unsupported(format!(
|
||||
"{subject}: command requires --provider msn"
|
||||
)));
|
||||
fn filter_earnings_report(report: &EarningsReport, filters: &EarningsFilterArgs) -> EarningsReport {
|
||||
let filter_rows = |rows: &[crate::api::types::EarningsData]| {
|
||||
rows.iter()
|
||||
.filter(|row| filters.includes_period(&row.period_type))
|
||||
.cloned()
|
||||
.collect()
|
||||
};
|
||||
|
||||
EarningsReport {
|
||||
symbol: report.symbol.clone(),
|
||||
eps_last_year: report.eps_last_year,
|
||||
revenue_last_year: report.revenue_last_year,
|
||||
forecast: if filters.include_forecast() {
|
||||
filter_rows(&report.forecast)
|
||||
} else {
|
||||
Vec::new()
|
||||
},
|
||||
history: if filters.include_history() {
|
||||
filter_rows(&report.history)
|
||||
} else {
|
||||
Vec::new()
|
||||
},
|
||||
}
|
||||
Ok(())
|
||||
}
|
||||
|
||||
fn classify_earnings_period(period_type: &str) -> EarningsPeriodKind {
|
||||
let trimmed = period_type.trim();
|
||||
if trimmed.is_empty() {
|
||||
return EarningsPeriodKind::Unknown;
|
||||
}
|
||||
|
||||
let upper = trimmed.to_ascii_uppercase();
|
||||
if upper.starts_with('Q') {
|
||||
return EarningsPeriodKind::Quarterly;
|
||||
}
|
||||
if upper.starts_with("FY") || (upper.len() == 4 && upper.chars().all(|ch| ch.is_ascii_digit()))
|
||||
{
|
||||
return EarningsPeriodKind::Annual;
|
||||
}
|
||||
|
||||
EarningsPeriodKind::Unknown
|
||||
}
|
||||
|
||||
fn screener_filter_key(filter: &str) -> Result<&'static str, IdxError> {
|
||||
|
|
@ -860,11 +994,19 @@ fn sort_screener_quotes(quotes: &mut [Quote], filter: &str) {
|
|||
|
||||
#[cfg(test)]
|
||||
mod tests {
|
||||
use std::collections::HashMap;
|
||||
|
||||
use chrono::{Days, NaiveDate};
|
||||
|
||||
use super::build_technical_report;
|
||||
use super::{
|
||||
EarningsFilterArgs, EarningsPeriodKind, FinancialStatementKind, FinancialsFilterArgs,
|
||||
build_technical_report, classify_earnings_period, filter_earnings_report,
|
||||
filter_financial_statements,
|
||||
};
|
||||
use crate::analysis::signals::Signal;
|
||||
use crate::api::types::Ohlc;
|
||||
use crate::api::types::{
|
||||
EarningsData, EarningsReport, FinancialStatements, InstrumentInfo, Ohlc, StatementSection,
|
||||
};
|
||||
use crate::error::IdxError;
|
||||
|
||||
#[test]
|
||||
|
|
@ -1016,4 +1158,118 @@ mod tests {
|
|||
assert!(matches!(err, IdxError::InvalidInput(_)));
|
||||
assert!(err.to_string().contains("invalid screener region"));
|
||||
}
|
||||
|
||||
#[test]
|
||||
fn filters_financial_statements_to_requested_sections() {
|
||||
let sample = FinancialStatements {
|
||||
instrument: InstrumentInfo {
|
||||
id: "123".into(),
|
||||
symbol: "BBCA.JK".into(),
|
||||
name: "BCA".into(),
|
||||
},
|
||||
balance_sheet: Some(StatementSection {
|
||||
values: HashMap::from([("assets".into(), 1.0)]),
|
||||
currency: "IDR".into(),
|
||||
report_date: "2026-01-01".into(),
|
||||
end_date: "2025-12-31".into(),
|
||||
}),
|
||||
cash_flow: Some(StatementSection {
|
||||
values: HashMap::from([("cash".into(), 2.0)]),
|
||||
currency: "IDR".into(),
|
||||
report_date: "2026-01-01".into(),
|
||||
end_date: "2025-12-31".into(),
|
||||
}),
|
||||
income_statement: Some(StatementSection {
|
||||
values: HashMap::from([("income".into(), 3.0)]),
|
||||
currency: "IDR".into(),
|
||||
report_date: "2026-01-01".into(),
|
||||
end_date: "2025-12-31".into(),
|
||||
}),
|
||||
};
|
||||
|
||||
let filtered = filter_financial_statements(
|
||||
&sample,
|
||||
&FinancialsFilterArgs {
|
||||
statement: vec![FinancialStatementKind::Cashflow],
|
||||
},
|
||||
);
|
||||
|
||||
assert!(filtered.cash_flow.is_some());
|
||||
assert!(filtered.income_statement.is_none());
|
||||
assert!(filtered.balance_sheet.is_none());
|
||||
assert_eq!(filtered.instrument.symbol, "BBCA.JK");
|
||||
}
|
||||
|
||||
#[test]
|
||||
fn filters_earnings_by_scope_and_period() {
|
||||
let report = EarningsReport {
|
||||
symbol: "BBCA.JK".into(),
|
||||
eps_last_year: 1_200.0,
|
||||
revenue_last_year: 100_000_000_000.0,
|
||||
forecast: vec![
|
||||
EarningsData {
|
||||
eps_actual: None,
|
||||
eps_forecast: Some(1_300.0),
|
||||
eps_surprise: None,
|
||||
eps_surprise_pct: None,
|
||||
revenue_actual: None,
|
||||
revenue_forecast: Some(110_000_000_000.0),
|
||||
revenue_surprise: None,
|
||||
earning_release_date: Some("2026-03-15".into()),
|
||||
period_type: "2026".into(),
|
||||
},
|
||||
EarningsData {
|
||||
eps_actual: None,
|
||||
eps_forecast: Some(330.0),
|
||||
eps_surprise: None,
|
||||
eps_surprise_pct: None,
|
||||
revenue_actual: None,
|
||||
revenue_forecast: Some(28_000_000_000.0),
|
||||
revenue_surprise: None,
|
||||
earning_release_date: Some("2026-04-20".into()),
|
||||
period_type: "Q12026".into(),
|
||||
},
|
||||
],
|
||||
history: vec![EarningsData {
|
||||
eps_actual: Some(1_250.0),
|
||||
eps_forecast: None,
|
||||
eps_surprise: Some(20.0),
|
||||
eps_surprise_pct: Some(1.6),
|
||||
revenue_actual: Some(105_000_000_000.0),
|
||||
revenue_forecast: None,
|
||||
revenue_surprise: Some(500_000_000.0),
|
||||
earning_release_date: Some("2025-03-15".into()),
|
||||
period_type: "2025".into(),
|
||||
}],
|
||||
};
|
||||
|
||||
let filtered = filter_earnings_report(
|
||||
&report,
|
||||
&EarningsFilterArgs {
|
||||
forecast: true,
|
||||
history: false,
|
||||
annual: true,
|
||||
quarterly: false,
|
||||
},
|
||||
);
|
||||
|
||||
assert_eq!(filtered.symbol, "BBCA.JK");
|
||||
assert!(filtered.history.is_empty());
|
||||
assert_eq!(filtered.forecast.len(), 1);
|
||||
assert_eq!(filtered.forecast[0].period_type, "2026");
|
||||
}
|
||||
|
||||
#[test]
|
||||
fn classifies_earnings_periods() {
|
||||
assert_eq!(classify_earnings_period("2025"), EarningsPeriodKind::Annual);
|
||||
assert_eq!(
|
||||
classify_earnings_period("FY2026"),
|
||||
EarningsPeriodKind::Annual
|
||||
);
|
||||
assert_eq!(
|
||||
classify_earnings_period("Q12026"),
|
||||
EarningsPeriodKind::Quarterly
|
||||
);
|
||||
assert_eq!(classify_earnings_period(""), EarningsPeriodKind::Unknown);
|
||||
}
|
||||
}
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue