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14 commits

Author SHA1 Message Date
0aed926f4c Merge branch 'feat/stockbit-movements' into fix/mcp-warnings
Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-04 21:05:07 +07:00
9373be222a test(movements): check the allowlist against the real movements path builder
The read-path test listed a hand-written movements path; it now also builds
paths with movement::request_path, so the test fails offline if the
allowlist and the builder drift apart (Pullfrog on #80).

Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-04 21:05:01 +07:00
0582585004 Merge branch 'feat/stockbit-movements' into fix/mcp-warnings
Kept both helpers where exodus.rs conflicted: blocked() from this branch and is_read_path() from #78.

Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-04 20:45:20 +07:00
8f5c56e464 fix(movements): allow the movements path, and describe its one cache entry
- The session client's new read-path allowlist (#78) gains
  `/insider/company/majorholder?`, the one endpoint movements reads; without
  it every live movements query would fail before leaving the process. The
  mock does not go through the client, so its tests could not show this.
- docs/ARCHITECTURE.md described one cache entry per page: a query's pages
  are read and cached together, keyed by the page count, and a failed later
  page returns the rows before it with `incomplete` (Pullfrog on #80).

Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-04 20:44:51 +07:00
75da3ff235 Merge branch 'feat/stockbit-corpaction' into feat/stockbit-movements
Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-04 20:44:15 +07:00
884c6459e4 fix(actions): keep small foreign dividends, allow only read paths, show open offers
From Pullfrog's review of #78:

- A dividend in another currency keeps 6 decimals (USD 0.0012 was rounded
  to 0.0 in JSON and "USD 0" in the table); rupiah stays to the sen.
- `--kind stock_dividend` and `--kind reverse_split` work on the CLI too,
  as they already did over MCP.
- The session client GETs only the prefixes in READ_PATHS, as
  docs/STOCKBIT.md's rule 1 already said: any other path (orders, PIN,
  withdrawals) fails before a request or token refresh leaves the process.
- `stocks calendar` and get_corporate_calendar also list rights trading,
  tender offers and IPO offers still open in the range, so an offer that
  began earlier shows while it can be acted on. A warrant's years-long
  windows do not count. The 2026-11-03..12 golden gains DOOH, NAYZ and AUTO.
- `stocks calendar --help` names the ex-date fallback, and docs/STOCKBIT.md
  shows the record and surface as shipped.

Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-04 20:44:07 +07:00
9b46161566 fix(mcp): hand a call's warnings to the agent
idx-core reports what it works around (history falling back to yahoo when
Stockbit refuses the session, a stale cache served after a failed fetch, a
movements query cut short) as warnings on stderr. An agent never reads
idx-mcp's stderr, so it saw `source: "yahoo"` or `stale: true` with no reason.

- Each tool call collects its warnings with runtime::on_warning and returns
  them as `warnings` on the answer or the error, when there are any.
- The stale-cache warning names the failure behind it.
- The mock's session API 403 is the real session API's block message; the
  public page's block names IDX_PROVIDER=msn as well as `--provider msn`.

Goldens: error-intraday-blocked (json, table) carry the reworded block hint.

Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-04 19:26:10 +07:00
5a6b5d1e2e Merge branch 'feat/stockbit-corpaction' into feat/stockbit-movements
Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-04 17:36:04 +07:00
6ad57dd997 Merge branch 'feat/stockbit-login' into feat/stockbit-corpaction
Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-04 17:31:35 +07:00
c03c0f41f7 fix(quote): market_status reads open or close with a login too
Logged-in quotes passed Stockbit's session state through verbatim
(STATE_NAME_SESSION_2), while public-page quotes say open or close, so a
consumer checking for "open" broke after login. Quotes now use the two
words either way; the order book keeps the state verbatim.

Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-04 17:31:20 +07:00
ae0ca0c109 feat: shareholder movements from the Stockbit session (ownership movements)
`idx ownership movements [SYMBOL]` and the MCP tool
`get_shareholder_movements` list reported changes in insiders' and major
holders' stakes, newest first, from Stockbit's
/insider/company/majorholder: IDX insider disclosures (any size, with the
trade price) and KSEI changes of holders at 5% and above (Stockbit's
estimated price). Stockbit filters by date range, holder id, action and
source; each page is 50 rows and one request, up to 10 pages, cached an
hour per page under every filter.

Rows keep exact signed share counts and the stake in basis points as
Stockbit rounds it; unknown action labels are kept as `other` rather than
dropped. JSON is {movements, more}; JSONL is one movement per line. The
command lives under `ownership` but needs no import, and `ownership`
commands now take --offline / --no-cache for it.

The per-symbol summary score is the next PR; docs/STOCKBIT.md records the
endpoint's parameters and action types as checked on 2026-11-03.

Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-03 16:02:26 +07:00
43ff4aa433 feat: corporate actions from the Stockbit session (stocks actions, stocks calendar)
`idx stocks actions SYM [--kind ...]`: one stock's cash and stock
dividends, bonus shares, rights, warrants, splits and reverse splits,
meetings, public exposes and tender offers (`--kind ipo` adds its IPO),
newest first. `idx stocks calendar [--from] [--to] [--kind ...]`: the
market's actions dated in the range (default today and 30 days ahead),
oldest first. MCP: get_corporate_actions, get_corporate_calendar.

Stockbit's `/corpaction/{type}` serves one kind per request; each type has
its own field prefix and list key, so entitlements are read by field
suffix. An action's `date` is the cum date for entitlements, else the
event's first day. Dividends keep their decimals. One request per kind,
cached 6 hours. AUTHERROR without a session.

Fixtures are the 2026-11-03 recordings (market-wide ones trimmed to
October-December). Goldens added; help-stocks and completions-bash gain
the two subcommands, MCP tools.json the two tools (regenerated with
UPDATE_GOLDEN=1). The MCP docs counted 17 tools without stockbit_login;
now 20.

Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-03 14:35:20 +07:00
32f476bae7 fix(stockbit): bid/offer while trading; drop stale foreign flow
Observed in session on 2026-11-03:

- The regular board trades as STATE_NAME_SESSION_2, not the assumed
  STATE_NAME_MARKET_OPEN, so session quotes hid bid/offer all day. Any
  numbered STATE_NAME_SESSION_<n> now counts as trading; the lunch break
  is STATE_NAME_BREAK.
- In session the order book's fbuy/fsell/fnet were the previous session's
  (equal to IPOT's 2026-11-02 net for BBCA, BBRI and TLKM) and
  has_foreign_bs was false. Foreign figures are kept only when that flag
  is true.

Fixtures for the break, the trading state and an in-session book; the
table names the session ("market open (session 2)").

Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-03 14:02:03 +07:00
hermes
b5ae9b98de 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).
2026-10-23 08:35:57 +00:00