- Sync hashed only the main database file, but local edits can sit in
the -wal sidecar, so an edited database could match an earlier build
and be replaced. Checkpoint the WAL before hashing; if changes remain,
never take the rebuilt-snapshot path.
- MCP tools rejected nothing for empty symbols/sections/kinds and
returned an empty success; they now fail with INVALIDINPUT, as the CLI
requires input.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
A snapshot republished for the same as-of date (the TRUE ticker fix)
kept the date, latest release, and release count, so sync saw nothing
to do and existing installs kept the bad data without --force.
The manifest gains an optional snapshot.replaces_sqlite_sha256 listing
earlier builds for that date. Queries never write to a synced file, so
a local database byte-identical to a listed build is replaced; one that
matches nothing (local imports or edits) still needs --force. The
publisher fills the list on a same-date rebuild. Older clients ignore
the field.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
The IDX above-1% workbook stores the share code TRUE (TRINITI DINAMIK)
as a boolean cell holding 1, so its holders were imported under ticker
"1". Map t="b" cells to what Excel displays.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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 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>
