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
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>
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>
