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10 commits

Author SHA1 Message Date
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
4c2f0acff3 fix(core): symmetric bandar thresholds; bandar needs all investors
- Basis points truncate toward zero instead of flooring, so a reading of
  -4.9952% stays neutral like its mirror image and -14.9952% stays
  distribution; tests cover both signs at both thresholds through
  bandar_tier. Goldens move by the rounding (BBCA top 5: -2426 -> -2425).
- With one investor side selected the summary has no total to weigh
  brokers against, so bandar and analyze_bandar reject it (INVALIDINPUT)
  instead of reading every tier as missing.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-18 05:39:05 +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
860d4daf77 feat(cli,mcp): idx stocks broker and get_broker_summary
`idx stocks broker SYMBOL` shows the top 10 buyers and sellers of a stock
by lots for the latest session with trades, one `--date`, or a
`--from`/`--to` range, filtered by `--investor` and `--board`. The MCP
server exposes the same as get_broker_summary.

- Range and filter parsing lives in idx-core (BrokerRange::from_args,
  FromStr for the filters), so both frontends accept the same input.
- Without dates, the latest session is found by walking back over
  weekdays; offline, uncached days are skipped.
- Table output lists foreign and state-owned brokers, and says when the
  source rounded figures.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-18 05:33:12 +00:00
hermes
db7c90861c feat(mcp): page get_ownership_changes and summarize all changes
Between the two latest releases there are 1,568 holder changes. With only
`limit` (up to 2000, ~200 KB), agents that wanted them all overflowed
their tool output: Hermes then paged ticker by ticker (32 calls), and
opencode 1 and 2 did the same and timed out.

- `offset` pages through the rows; responses carry `offset` and
  `next_offset` (null after the last page). Pages cap at 300 rows
  (~40 KB); the over-limit error points to `offset` and `summary`.
- Rows come largest |delta| first, so the first page holds the moves
  that matter rather than tickers starting with A.
- `summary` covers every row: counts by change type, the number of
  tickers, and the ten tickers with the most changes.

The CLI's `ownership changes` is unchanged. tools.json and the website's
MCP pages are regenerated for the new description and parameter.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-16 09:54:30 +00:00
hermes
1796e58105 feat(news): rank this company's news first and label each item
MSN's feed for a stock is often mostly general market news: of 10 items,
ADRO, BREN and CUAN had none about the company, BBRI one, yet they were
presented as the company's news. Fetch at least 50 items, label each
`relevance: company` (tagged by MSN with the stock's instrument id, or
naming the ticker or the company) or `market`, and return company items
first, newest first, trimmed to --limit.

Company names come from the quote's short and display names, best
effort: MSN tags Telkom articles with its NYSE ADR, not TLKM, so names
catch what tags miss. Classification stays a pure function in parse_news.

Output change, intentional: news JSON gains `relevance`, the table an
ABOUT column (goldens regenerated), and the get_company tool description
explains the field (tools.json and the website tools page regenerated).
News cache keys change so entries without the field are not reused.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-16 09:54:30 +00:00
hermes
60634d3aef fix: address final review (path traversal, sync races, MCP limits)
Findings from a Codex (gpt-6.1-sol, xhigh) review of v0.2.4..HEAD, each
verified in the code before fixing:

- high: ticker symbols reached cache file paths unchecked, so a symbol
  like `../../REPORT` read (and deleted, if unparseable) .json files
  outside the cache, reachable through MCP get_quotes. resolve_symbol now
  accepts only ticker characters, and cache keys are encoded as single
  safe path components.
- high: sync decided before downloading and replaced the database
  without rechecking; an import that landed meanwhile was erased. It now
  rechecks the local state before installing, and idx-mcp runs
  ownership_sync exclusively with ownership reads.
- replaces_sqlite_sha256 never downgrades history: the client requires
  the rebuild to keep at least the local release count, and the
  publisher lists a replaced build only then.
- cache writes are atomic (temp file + rename), so concurrent readers
  never see, and delete, a partial entry.
- idx-mcp caps symbols (20, deduplicated) and limits, and runs at most 4
  tool calls at once.
- each Yahoo client gets its own cookie jar, paired with its crumb.
- ZIP entries (XLSX, KSEI archives) are read with a 256 MiB bound;
  non-ASCII archive dates and huge percentages are parse errors instead
  of panics or overflow.
- agent-smoke --keep deletes every copied agent config, not only auth
  files.

CLI goldens unchanged; the MCP tool golden changes only to state the
new caps.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 21:58:37 +00:00
hermes
9d8914b2c9 test(mcp): agent smoke test across five coding agents, tool snapshot
- tests/agents/agent-smoke.sh runs tests/agents/cases.json through
  Claude Code, Codex, pi, Hermes Agent, and opencode headless against a
  local idx-mcp build, each with an isolated config, and checks the
  tools called, their key arguments, and (mock data) facts in the
  answer. Opt-in; never part of the gate.
- crates/idx-mcp/tests/golden/tools.json pins tool names, descriptions,
  and input schemas, so changes to what agents see are reviewed.
- nix develop .#agents adds Claude Code, Codex, and opencode from
  nixpkgs after the host PATH.

First run: 30/30 (5 agents x 6 cases, mock data).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 20:59:56 +00:00