Patch release for the full-repo audit of 0.3.2: ownership query
correctness (changes, alias search, graph, investor lookup), snapshot
sync safety, request and lock time limits, the CLI output contract and
terminal-safe output, fundamental rating logic, publisher and installer
robustness, and zip off a yanked release (#51).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
Patch release for the npm launcher fix (#41, #42): `idx` and `idx-mcp`
now install their binary on first run when the package manager skipped
postinstall, as npm 12 does under `npx` with its `allow-scripts` policy
(and pnpm 10+ and bun by default).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
npm 12 blocks install scripts of unapproved packages under `npx` and
`npm install -g` (its allow-scripts policy). The postinstall download never
ran, so `npx -y idx-mcp` exited with "installed binary not found" and MCP
clients saw only "Connection closed". Hermes Agent hits this by default: it
runs a bare `npx` with its own npm 12.
The launcher now runs the installer itself when the binary is missing,
logging to stderr so the idx-mcp stdout channel stays clean. This also covers
pnpm 10+ and bun, which skip dependency scripts by default.
npm-smoke installs idx-mcp with --ignore-scripts and checks that the first
run still starts cleanly.
Fixes#41
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01WB13omP6h7YeyJx7GNtUnF
Landing page plus docs for install, quickstart, config, the stocks and
ownership CLI, output and exit codes, the MCP server and per-agent setup,
agent usage, and an agent-led install page (agents/install.md) that a
coding agent follows from a one-line prompt.
- Every docs page is also served as Markdown at <path>.md; llms.txt and
llms-full.txt come from starlight-llms-txt; a SKILL.md for skill-based
harnesses is under /skills/idx/.
- The CLI reference and MCP tools pages are generated from idx --help and
the tools golden; a new web-generated flake check fails when they drift.
- nix develop .#web provides bun; Cloudflare Pages builds web/ on pushes.
- Package homepage metadata points at https://idx.rasyidanaf.com.
- .cloudflare/ (the cf CLI's account cache) is git-ignored.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Patch release for the fixes from the Codex review of 0.3.0: ticker
validation and encoded cache file names (path traversal via a ticker),
cross-process ownership DB locking, history-preserving snapshot sync,
and MCP input limits. MSRV is now 1.89.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Second Codex (gpt-6.1-sol, xhigh) pass over 60634d3, each item verified
before fixing:
- new: the sync recheck hashed an existing empty database before schema
setup, so the first sync falsely reported an external change. Hash
after setup; a published snapshot already has the schema and keeps
its bytes.
- sync, import, and entity edits now hold a cross-process lock
(<db>.lock, std File::lock), so a sync cannot replace the database
under an import running in another process. Import validates and
downloads before taking the lock, keeping its error order. MSRV
1.85 -> 1.89 for File::lock.
- the row-count rebuild branch also never downgrades history.
- cache reads no longer delete corrupt entries (a concurrent writer may
have just replaced them); the next put overwrites atomically.
- idx-mcp validates the changes limit before querying and runs each
requested section or analysis once.
- XLSX parsing bounds total cell text, so one large shared string
referenced from many cells cannot exhaust memory.
- PDF/archive percentages must be 0-100%; HHI uses saturating math.
CLI goldens unchanged. Live A/B vs 0.2.4: 16 passed, discover hits the
IDX 403 on both builds (exit 4 vs 1, intended).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Bump the workspace and npm packages to 0.3.0. The release workflow
builds and attaches idx-mcp binaries next to idx, the npm launcher and
installer pick their binary from package.json so npm/idx-mcp reuses
them, and the npm smoke test covers both packages.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Phase 4 of docs/DESIGN.md. Eleven grouped tools (quotes, history, screen,
company, analysis, compare, shareholders, investor holdings, search,
ownership changes, status); ownership_sync is listed only with
--allow-sync. Live results keep the Fetched envelope, errors use the CLI's
{error, code, message} body, and investor tools on an empty database
point at the sync path.
idx-core gains Period/Interval FromStr, Investor::status, a ticker
filter on changes, and Display for ErrorCode (now used by the CLI too).
CLI output and goldens are unchanged.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Phase 1 of docs/DESIGN.md:
- Output format resolves -o > IDX_OUTPUT > general.output > auto; auto
is a table on a terminal and JSON when stdout is piped or captured.
`config init` now writes output = "auto".
- JSON is pretty only on a terminal and compact otherwise. New `-o
jsonl` prints one array item per line with the same key order.
- No ANSI color when stdout is not a terminal (direct owo-colors calls
now go through output::style).
- `stocks quote -` and `stocks compare -` read symbols from stdin.
- Exit codes by class: 2 invalid input/config, 3 not found or cache
miss, 4 upstream unavailable, 5 unsupported, 1 other.
Golden changes are limited to those documented kinds and were verified
mechanically: JSON goldens are semantically identical, tables differ
only by removed ANSI codes and the column padding comfy-table had
reserved for them (cell contents identical), exit codes match each
error's class, and help/completions only gain the new --output values.
17 new golden cases cover auto, jsonl, stdin, and the new errors.
tests/cli.rs now pins IDX_OUTPUT=table in its harness (its tests assert
table text and run piped) and parses discover JSON instead of matching
pretty-printed whitespace.
Live A/B against main: 16/16 stocks cases identical; ownership discover
got IDX 403 on both binaries, now exiting 4 instead of 1 as intended.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The 43-case mock smoke duplicated tests/cli.rs, which already runs the
real binary against fixture providers. Replace the flake's smoke-mock
check with a small packaged-cli check (version JSON, bash completions,
one mock quote), and cut scripts/live-smoke.sh from 672 to ~170 lines:
it now only runs shipped commands against live MSN/Yahoo/IDX and
validates output shape. Rewrite docs/SMOKE.md around the Nix gate and
the drift check.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- Remove FEATURE_SPEC.md, TODO.md, and docs/AGENT_INTEGRATION.md; their
core gaps have shipped. Open work moves to a short ROADMAP.md.
- Remove the CLAUDE.md symlink and rewrite AGENTS.md as a quick guide:
navigation, rules, and the nix flake check gate.
- Merge OWNERSHIP_SELF_HOSTED.md into OWNERSHIP_PUBLISH.md and drop
private host integration notes.
- ARCHITECTURE: add MSN endpoints, clarify Bing ingest is unsupported.
- OWNERSHIP_SYNC: note source.pdf_url also carries XLSX URLs.
- systemd example: --history 2 so snapshots stay under the 10 MiB
client cap.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Describe canonical local and CI verification, cache reuse, output assertions, workflow boundaries, and observed regression results without treating test counts as coverage targets.
Addresses review on #33: Yahoo auto-discovers only curl_chrome*; the
ownership fallback also tries Firefox and Safari profiles.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
- Install: add npm/npx (with the pnpm/bun opt-in), platform coverage,
pin example v0.2.4; Cargo builds from source.
- Runtime helpers as a table, corrected: curl-impersonate is needed for
IDX ownership discover/import and Yahoo fundamentals
(IDX_PROVIDER=yahoo), not for stocks history; mutool only for legacy
PDF reports. Everyday use needs neither.
- Quick start and Features now cover ownership (sync, ticker, entity,
search, changes, concentration, cross-holders, graph; XLSX source on
the IDX Data Kepemilikan Saham page) and the full stocks command set
and providers. Every example was run against v0.2.4.
- Documentation index; script test suites.
- docs: example versions -> v0.2.4; npm publish needs 2FA and a fresh
version number.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
- install.sh: POSIX sh installer that detects OS/arch (incl. Rosetta),
resolves the newest vX.Y.Z release via the GitHub API (skipping
ownership-snapshot-current), verifies SHA256SUMS, sanity-runs the
binary, and installs atomically into ~/.local/bin without sudo.
Supports --version/--dir and IDX_* env overrides; prints a PATH
hint, a NixOS flake suggestion, and helper-tool install hints
instead of calling package managers.
- scripts/install-sh-test.sh: fixture tests against a local fake
release server (latest, pinned, piped, checksum mismatch, missing
release, unsupported OS, PATH hint, reinstall).
- ci.yml: install-script job (ShellCheck, sh + dash on Linux, sh on
macOS).
- release.yml: attach install.sh to each release.
- README + docs/INSTALL.md.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
