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21 commits

Author SHA1 Message Date
hermes
8b507d78e2 feat: foreign flow from IPOT by default (--source ipot|idx)
`idx stocks flow` now reads IPOT by default, which needs nothing installed:
per session, the all-investor broker summary gives the value traded and
the foreign one gives foreign buying (its footer), the foreign net and
selling (buying less the net), across all boards, through the broker
summary cache. IPOT's foreign net matched IDX's estimate within 0.3 B on
BBCA 2026-10-12 to 16.

`--source idx` (and `source` on get_foreign_flow) keeps IDX's trading
summary: exact share counts, close and the non-regular share, behind
curl-impersonate and Cloudflare.

- ForeignFlowDay gains foreign_buy_value, foreign_sell_value and
  foreign_share_bps for both sources (estimated at the session average
  for IDX); ForeignFlow gains source, the value totals and rounded.
- The table lays out each source's figures; the live smoke runs both.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-18 06:40:22 +00:00
hermes
5f64319157 feat: bandar and broker totals for one investor side
IPOT's investor filter splits each broker row by client domicile, but its
footer then gives only that side's buying (BBCA 2026-10-16: foreign 1.7 T,
domestic 4.9 T of 6.6 T). The foreign net gives the selling on all boards:
foreign 1.7 + 2.3 = 4.0 T (IDX: about 3.95 T regular), domestic
4.9 - 2.3 = 2.6 T.

- BrokerSummary gains buy_value and sell_value: the total for all
  investors, the footer and the derived selling for one side (selling is
  null with a board filter, where the net covers other boards).
- Bandar weighs the top N buyers' share of the value bought against the
  top N sellers' share of the value sold, so `--investor foreign|domestic`
  reads that side alone; for all investors the readings are unchanged.
  One side on one board is refused, as there is no selling to weigh.
- Tables print what the side bought and sold; fixtures for foreign and
  domestic on all boards were recorded from IPOT.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-18 06:08:02 +00:00
hermes
83783684cb fix(core): non-regular share is of all trading
IDX's Value is regular-board turnover, so NonRegularValue / Value gave
non-regular over regular (BBRI 2026-10-14: 50.91%) instead of the share of
all trading (33.74%). non_regular_bps now divides by regular plus
non-regular value, with a regression test on that fixture. The docs now say
volume, value and the foreign figures are the regular board: IPOT's
regular total matches Value, and in a week of every stock no foreign figure
exceeded regular volume, even with non-regular volume above twice it.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-18 05:41:55 +00:00
hermes
29f143fa1b feat: foreign flow (idx stocks flow, get_foreign_flow)
`idx stocks flow SYMBOL` shows what foreign investors bought and sold of a
stock, session by session, from IDX's own daily trading summary: foreign
buy, sell and net volume, net value at the session's average price, and
the share of value traded outside the regular board, with range totals.
Latest 10 sessions by default (--days, at most 60) or --from/--to. The MCP
server exposes it as get_foreign_flow.

- api/idx: pure parser for GetStockSummary (rows dated another session
  are dropped) and a provider over curl-impersonate's profile fallback
  with a 30 s limit; Cloudflare passes only some fingerprints.
- flow: each session is cached whole by date, so other stocks' flows for
  the same sessions need no request. Weekends are never requested.
- Idx::idx_code is shared by broker and flow for the .JK-only check.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-18 05:39:12 +00:00
hermes
970da26a0e feat: bandarmology (idx stocks bandar, analyze_bandar)
`idx stocks bandar SYMBOL...` reads the broker summary: for the top 1, 3,
5 and 10 brokers per side, buy value minus sell value in basis points of
value traded, with a signal from big accumulation to big distribution on
the headline tier (--top, default 5). Several symbols give a screen ranked
by that figure (at most 100, one request each), which pipes from
`stocks screen`. The MCP server exposes it as analyze_bandar (20 symbols).

- analysis/bandar.rs is pure and versioned (`top_concentration_v1`):
  integer basis points, no figure missing counted as zero, buy/sell VWAP
  from exact averages, and the brokers on both sides listed because their
  gross figures overstate their direction.
- Thresholds (±5%/±15%) follow fzn0x/idx (MIT); docs call them heuristics.
- Invalid input fails a screen at once; other errors fail one symbol and
  are warned about on stderr.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-18 05:34:37 +00:00
hermes
7c8151a3a6 fix(core): no broker totals for one investor side
With fd=F or fd=D, IPOT's footer covers only that side's buying: BBCA's
foreign/regular summary for 2026-10-16 gives T. Val 1.6 T while its top
seller alone sold 2.0 T. Passing it through as the range total gave
consumers a denominator smaller than one listed broker, so total_value,
total_lots and average_price are now null for an investor-filtered summary.
The page-to-summary step is a pure function, tested on both fixtures.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-18 05:32:29 +00:00
hermes
2c93c73b6a feat(core): broker summaries from IPOT
Adds a BrokerSummaryProvider capability served by Indo Premier's public
broker summary page: the top 10 buyers and sellers of a stock by lots over
a date range, with totals. No login or key.

- api/ipot: pure parser (decimal scaling of `1.6 M`-style figures), a
  client that retries the server's spurious 404s, and a fixture mock.
- broker: Broker::summary/latest over the cache (7 days for closed ranges,
  5 minutes for today), range checks, and IDX member names bundled from
  GetBrokerCodeList.
- foreign_net_value is null for filtered summaries: the source does not
  apply the filters to it.

The endpoint's behavior was first mapped by fzn0x/idx (MIT).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-18 04:28:38 +00:00
hermes
ec2e870c6a fix(cli): output contract, terminal-safe text, char-safe truncation, cache symlinks
From the full-repo Codex audit:
- Provider and KSEI text reached the terminal raw, so an escape sequence
  in a news title or insight could clear or rewrite the screen. Every
  table cell, insight line, and graph label now has control characters
  and bidirectional overrides replaced.
- Table rendering sliced strings by byte (a description at 200, a URL at
  72, an earnings period), panicking when a multi-byte character such as
  "’" or "é" fell on the cut. Truncate by character.
- In JSON mode, argument errors were clap's plain text and warnings were
  plain lines ahead of the JSON error. Argument errors are now the usual
  JSON error (INVALIDINPUT, exit 2) when JSON output is selected, and
  diagnostics are JSON lines; --help and --version are unchanged.
- `config` commands ignored the output format; they follow it like every
  other command (JSON when piped or with -o json, text on a terminal).
- Ownership argument mistakes (--limit 0, --format, missing or
  conflicting import sources, --family, an empty graph root) returned
  PARSEERROR / exit 1; they are INVALIDINPUT / exit 2 as documented.
- `cache clear` followed symlinked directories and deleted files outside
  the cache; it now removes links without following them.

Output change, intentional: goldens regenerated for the JSON argument
error and the five config commands, which run with stdout piped.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-17 13:24:28 +00:00
hermes
1d8b615857 refactor(core): move ownership queries, import, and sync into idx-core
Phase 3c of docs/DESIGN.md. `ownership` handlers are now argument
parsing, one idx-core call, and rendering.

- investor.rs: Investor (also Idx::investor()) with releases, ticker,
  entity, search, cross_holders, concentration, flow, changes, graph,
  unresolved, map_alias, merge_entities, discover, sync, and import.
  Import orchestration (input resolution, download, SHA-256 dedup,
  PDF/XLSX/archive parsing, entity resolution, release write) moves
  from the CLI unchanged.
- Typed inputs: ImportSource, HolderSource, ConcentrationRank, and
  parse_report_family, with the same error messages.
- CoreConfig gains an ownership_db override; db::open_db_at opens an
  explicit path. idx-cli no longer depends on rusqlite, sha2, or ureq
  at runtime.
- Behavior note: an invalid `ticker --source` or `concentration --by`
  is now rejected before the database file is opened (and created);
  the error and exit code are unchanged.
- Fix: building idx-cli without the ownership feature no longer warns
  about the ownership-only `blue` style.

All 143 goldens unchanged; 170 core + 7 CLI unit tests and 62 CLI tests
pass; clippy clean for default, release, testing, and no-default
feature sets. Live A/B against main: 16/16 stocks identical; ownership
discover got IDX 403 on both (exit 4 vs 1 is the phase 1 change).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 09:52:17 +00:00
hermes
86cb1b4b7c refactor(core): move stocks fetching, caching, and analysis into idx-core
Phase 3b of docs/DESIGN.md. `stocks` handlers are now argument parsing,
one idx-core call, and rendering.

- Idx (client.rs) is the entry point: Idx::new(CoreConfig) with
  market(), financial(), and analysis(). Live lookups return
  Fetched<T> { data, source, fetched_at, stale } and take a CachePolicy
  (Default | Offline | Refresh, from the --offline/--no-cache flags).
- One cached_fetch replaces the CLI's three cache flows; they differed
  only in whether a fresh entry is read via get or get_offline when
  offline, which yields the same data and diagnostics. Report-building
  errors (technical) still skip the stale-cache fallback.
- market.rs: quotes, history (history_source is resolved first so the
  CLI's fallback note keeps its position), and a typed screener
  (ScreenFilter/ScreenRegion with the same error messages).
- financial.rs: profile, statements, earnings, sentiment, insights,
  news, with StatementFilter/EarningsFilter.
- analysis: TechnicalReport moves to analysis::report; Analysis offers
  technical, growth, valuation, risk, fundamental, and compare.
- CoreConfig::load() owns provider/exchange/TTL settings from
  config.toml and IDX_*; the CLI's IdxConfig adds output and color.
  With two different invalid settings at once, the reported one may
  differ from before; every single-error message is unchanged.
- Cache gains fresh/any/offline accessors returning fetch metadata.

Unit tests moved with their code (core 157 -> 168, CLI 17 -> 7). All
143 goldens unchanged; live A/B against main: 16/16 stocks identical.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 09:41:31 +00:00
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
hermes
1631058b8c docs: prune stale planning docs and lean out agent guide
- 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>
2026-10-14 07:39:21 +00:00
hermes
b4dcfceef6 fix(cli): keep total-failure JSON errors parseable
Remove obsolete unsupported-import diagnostics and defer comparison warnings until partial success. Preserve per-symbol diagnostics and quiet behavior when results remain available.
2026-10-03 16:21:35 +00:00
hermes
301e52ca83 fix: complete screener candidates and clean Nix merge artifacts 2026-10-02 16:51:14 +00:00
hermes
29e416109c feat(ownership): discover above-1% XLSX on the IDX data page
IDX stopped posting the monthly above-1% list as an announcement after
the 2026-05-29 report; June/July/August are only on the Data
Kepemilikan Saham page. `ownership discover` could not see them, and
IDX's Cloudflare now rejects curl_chrome142 on that page and on the
/Media/ XLSX files.

- remote: parse the page's Nuxt payload (Description/Prospectus pairs,
  / escapes), classify above-1% XLSX as supported and above-5% /
  investor-type workbooks as unsupported, derive as_of_date from the
  Indonesian description. Keep all above-1% entries, only the newest
  of the other series. Merge with the announcement results.
- discover JSON gains `format` (xlsx|pdf) and `as_of_date`; page
  entries use the as-of date as publish_date (the page shows none).
- import --url accepts .xlsx and downloads via the XLSX validator.
- curl_impersonate: run_owned_with_fallback tries several browser
  profiles until the body validates (JSON / page payload / %PDF / PK);
  IDX_CURL_IMPERSONATE_BIN still pins one.
- Tests: page fixture parsing, date parsing, payload validation, CLI
  discover via a local page server; existing discover tests now point
  IDX_OWNERSHIP_DATA_PAGE_URL at a closed port so no test hits IDX.
- Docs: ARCHITECTURE discovery section, AGENTS ownership inputs.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
2026-09-24 21:09:05 +00:00
hermes
2c85acb829 feat(ownership): import IDX above-1% XLSX holder register
Since June 2026 IDX publishes the monthly "Pemegang Saham di Atas 1%"
list as an XLSX workbook on the Data Kepemilikan Saham page instead of
a PDF announcement. Add a parser for it and accept `.xlsx` in
`ownership import --file`.

- src/ownership/xlsx.rs: zip + quick-xml reader (shared strings incl.
  rich text, sheet cells), exact 12-column header match so the daily
  above-5% and investor-type/classification workbooks are rejected,
  Excel serial dates, numeric shares, percent -> bps with float-noise
  rounding. Builds KseiHoldingDraft directly and reuses the entity
  normalizers, so investor types stay uppercase like the PDF path.
- Fixtures: trimmed excerpts of the real 2026-08-31 above-1% and
  2026-09-23 above-5% workbooks.
- Unit + CLI tests: import, ticker, releases, above-5% rejection.
- Docs: ARCHITECTURE parser pipeline, AGENTS ownership inputs.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
2026-09-24 20:48:07 +00:00
a2d15d2125 feat: support explicit MSN chart history 2026-04-15 13:48:27 +07:00
1f5c4b2798 Add KSEI archive fallback import 2026-03-31 19:29:00 +07:00
8404b27628 Add ownership snapshot sync 2026-03-31 19:28:13 +07:00
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