Commit graph

9 commits

Author SHA1 Message Date
hermes
15947de51a refactor: split into idx-core library and idx-cli binary workspace
Phase 2 of docs/DESIGN.md, no behavior change:

- crates/idx-core (library): api, analysis, cache, config file handling
  and provider selection, curl_impersonate, error, ownership, runtime,
  plus the shared test fixtures. clap derives are behind an optional
  `clap` feature so the library does not require clap.
- crates/idx-cli (binary `idx`): cli/, output/, and IdxConfig (output
  format and color resolution). Package and binary names are unchanged.
- config.rs is split: file read/write and validation move to core; a
  CLI test keeps core's OUTPUT_VALUES in sync with OutputSetting.
- ownership::db::open_db/db_path drop their unused IdxConfig argument.
- One workspace version; shared dependency versions; no third-party
  version changes in Cargo.lock. LICENSE is symlinked into each crate.
- flake: workspace version, new source paths, and a per-crate package
  check (idx-cli is built from its tarball against packaged idx-core,
  since idx-core is not on crates.io yet). CI cache key, release path
  filter, and the golden whitespace-hook exclusion follow the new layout.

Parity: all 143 golden outputs match byte for byte without
regeneration; 157 core + 17 CLI unit tests (173 before plus the new
OUTPUT_VALUES sync test), 62 CLI tests pass. Live A/B against main:
16/16 stocks cases identical; ownership discover got IDX 403 on both
(exit 4 vs 1 is the phase 1 exit-code change).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 09:13:46 +00:00
hermes
22b6dabaeb feat(cli): agent-native output, stdin symbols, and exit-code classes
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>
2026-10-14 08:52:13 +00:00
Claude
1785ac5c52
fix(quote): report listed-but-unpriced stocks as NOMARKETDATA
MSN returns suspended names (21 of 896 on 2026-10-02, e.g. WIKA, SUPR)
with symbol, name and market cap but no price. These were reported as
SYMBOLNOTFOUND, which tells an agent the ticker does not exist. Add a
NoMarketData error for this case; unknown tickers stay SYMBOLNOTFOUND.

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Ld3fDSDiBzAaQvgZJX5NKM
2026-10-02 14:30:34 +00:00
Ciphercat
cd4d8d8323 fix(api): reject empty ticker in resolve_symbol()
- Change resolve_symbol return type from String to Result<String, IdxError>
- Add early validation for empty/whitespace-only ticker input
- Return Err(IdxError::InvalidInput) for empty tickers
- Add InvalidInput variant to IdxError enum
- Update all 15 callers in cli/stocks.rs to handle Result with ? propagation
- Update tests: empty/whitespace tickers now return error

Fixes #7
2026-03-12 16:53:28 +00:00
Ciphercat
6671e22976 feat(ownership): complete ownership intelligence module
Sprints 0-8: Types, schema, KSEI parser, entity resolution, DB CRUD,
Bing API client, import pipeline, query commands, graph traversal,
changes diff, entity resolution CLI, FTS5 search.

- KSEI PDF parser (mutool stext + quick-xml, 99.2% accuracy)
- 7 query commands: ticker, entity, search, cross-holders, concentration, flow, releases
- Ownership graph with recursive CTE (ASCII tree + Graphviz DOT)
- Release diff/changes between KSEI snapshots
- Entity resolution CLI: unresolved, map, merge
- FTS5 trigram search on entity names
- Feature-gated under 'ownership' (default-on)
- 82 tests passing
2026-03-07 21:10:58 +00:00
Ciphercat
3998e38ffc refactor: schema-driven architecture, capability traits, hardened error paths
- Split parse.rs into raw_types.rs (serde structs) + map.rs (pure transforms) for MSN and Yahoo
- Replace Yahoo fundamentals dynamic HashMap with typed structs (SummaryDetail, DefaultKeyStatistics, etc.)
- Introduce capability-based provider traits: QuoteProvider, FundamentalsProvider, HistoryProvider
- Add future MSN capability traits: ProfileProvider, EarningsProvider, FinancialsProvider,
  SentimentProvider, InsightsProvider, NewsProvider (all dead_code until wired to CLI)
- Add shared domain types in src/api/types.rs (CompanyProfile, EarningsReport, FinancialStatements,
  SentimentData, InsightData, NewsItem)
- Harden error propagation: Yahoo cookie auth, MSN partial fundamentals, history symbol context,
  cache clear failures
- Strict config parsing: invalid IDX_OUTPUT returns ConfigError instead of silent fallback
- Cache schema version enforcement: version mismatch treated as cache miss
- Extract fetch_with_cache() helper in cli/stocks.rs
- Add MSN retry/backoff parity with Yahoo client
- Standardize Option<T> policy through parse/map layers
- All 56 tests passing, clippy clean
2026-03-06 19:17:50 +00:00
0xrsydn
0a7d123f90 fix(api): disable unsupported MSN history 2026-03-06 11:23:04 +00:00
Ciphercat
639ee4b041 test(api): add yahoo fixtures, mock-provider errors, and CLI integration coverage 2026-03-05 18:28:40 +00:00
Ciphercat
2174b42cff feat: implement idx-cli MVP foundation, provider abstraction, and core quote/history commands 2026-03-05 17:54:52 +00:00