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Author SHA1 Message Date
809966925e docs: keep a CHANGELOG.md, with one entry file per PR
Release notes were written by hand on GitHub at tag time, so the contents
of a stacked release had to be pieced together from every PR, and output
changes that scripts and agents rely on were easy to miss.

- CHANGELOG.md backfills every published release (0.2.0 to 0.4.0) from its
  GitHub notes, verbatim.
- A PR adds changes/unreleased/<branch-name>.md instead of editing
  CHANGELOG.md, so stacked PRs never conflict. changes/README.md gives the
  sections, including Output Changes for JSON, MCP and error-code changes.
- scripts/changelog.sh: `check` validates entries and CHANGELOG.md,
  `release X.Y.Z` folds the entries into a new section (ordered by PR), and
  `notes X.Y.Z` prints a section as GitHub release notes.
- The release workflow sets the GitHub notes from the tag's section.
- New flake check `changelog` runs scripts/changelog-test.sh; both scripts
  are shellchecked.
- Entries for 0.5.0: #73, #74, #75, #78, #79, #80, #81 and this PR.

Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-04 19:48:58 +07:00
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
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
ca218ef2ea test(agents): run agents through npx -y idx-mcp, as users configure it
- agent-smoke `--npx <spec>` registers `npx -y <spec>` (the published package
  or an `npm pack` tarball) with a fresh npm cache, instead of the local build,
  so each agent's own npx handling and a cold install are tested.
- `nix develop .#agents-fhs` (Linux) runs agents in an FHS sandbox: Hermes
  replaces a bare `npx` with its own generic-Linux Node, which NixOS cannot
  load. `agent-fhs <cmd>` runs anything inside it.
- Hermes: only the idx toolset (with its terminal it repaired a broken
  server mid-run and passed), the Node toolchain fetched before the first
  case (`hermes -z` waits ~15s for MCP tools), JSON config.yaml (as profiles
  write it), linked plugins for plugin model providers, and a copy of its
  mcp-stderr.log per run.
- A failed run names its cause inline, since output is deleted without --keep.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01WB13omP6h7YeyJx7GNtUnF
2026-10-16 04:40:40 +00:00
hermes
e6805474f5 feat(web): idx website and user docs (Astro Starlight)
Landing page plus docs for install, quickstart, config, the stocks and
ownership CLI, output and exit codes, the MCP server and per-agent setup,
agent usage, and an agent-led install page (agents/install.md) that a
coding agent follows from a one-line prompt.

- Every docs page is also served as Markdown at <path>.md; llms.txt and
  llms-full.txt come from starlight-llms-txt; a SKILL.md for skill-based
  harnesses is under /skills/idx/.
- The CLI reference and MCP tools pages are generated from idx --help and
  the tools golden; a new web-generated flake check fails when they drift.
- nix develop .#web provides bun; Cloudflare Pages builds web/ on pushes.
- Package homepage metadata points at https://idx.rasyidanaf.com.
- .cloudflare/ (the cf CLI's account cache) is git-ignored.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-15 05:12:45 +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
hermes
cda12fe2db feat(mcp): add idx-mcp, a stdio MCP server over idx-core
Phase 4 of docs/DESIGN.md. Eleven grouped tools (quotes, history, screen,
company, analysis, compare, shareholders, investor holdings, search,
ownership changes, status); ownership_sync is listed only with
--allow-sync. Live results keep the Fetched envelope, errors use the CLI's
{error, code, message} body, and investor tools on an empty database
point at the sync path.

idx-core gains Period/Interval FromStr, Investor::status, a ticker
filter on changes, and Display for ErrorCode (now used by the CLI too).
CLI output and goldens are unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 18:19:04 +00:00
hermes
e78d9fcecd refactor(core): compile the mock provider only with a testing feature
Phase 3a of docs/DESIGN.md. MockProvider moves to api/mock.rs, and it,
the embedded MSN fixture bodies, and the IDX_MOCK_* hooks compile only
with idx-core's new `testing` feature. idx-cli enables it as a
dev-dependency, so `cargo test` keeps the fixture-backed provider while
release binaries no longer embed fixture data or honor
IDX_USE_MOCK_PROVIDER. Parser helpers used only by the mock are gated
the same way.

The packaged-cli flake check no longer relies on the mock; it checks
an offline cache miss (JSON CACHEMISS, exit 3) instead.

Goldens unchanged; clippy is clean with and without `testing`.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 09:31:12 +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
86c108f6eb test: replace mock smoke matrix with a live-only drift check
The 43-case mock smoke duplicated tests/cli.rs, which already runs the
real binary against fixture providers. Replace the flake's smoke-mock
check with a small packaged-cli check (version JSON, bash completions,
one mock quote), and cut scripts/live-smoke.sh from 672 to ~170 lines:
it now only runs shipped commands against live MSN/Yahoo/IDX and
validates output shape. Rewrite docs/SMOKE.md around the Nix gate and
the drift check.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 07:45:51 +00:00
hermes
26ffd445e8 ci(nix): unify cached verification and strengthen packaged smoke
Run deterministic installer and publisher checks in Nix, align dev and release dependency artifacts, narrow derivation inputs, and use content-aware CI cache keys. Replace duplicate Cargo gates with a Nix pre-push gate; validate JSON streams and cache data in representative packaged-binary smoke cases.
2026-10-03 16:22:11 +00:00
Claude
f1ac1b94bb
ci: run nix flake check with crane and a cached Nix store
Move fmt, clippy, tests, cargo package verification and the offline mock
smoke into flake checks built with crane, so the crate dependency build is
its own derivation that is reused until Cargo.lock changes. CI runs a single
nix flake check and restores /nix/store from the GitHub Actions cache via
nix-community/cache-nix-action, replacing the rustup + cargo test job.

Co-Authored-By: Claude Opus 5.5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_013cfWL2GVg97oLfkNvPLaci
2026-10-02 12:57:26 +00:00
hermes
6628d3b2e9 fix(ownership): make publisher RESULT contract hold on every path
Addresses review on #29:
- drop errtrace: a failure inside $(...) printed two RESULT lines
- explicit failures go through fail(), which always prints
  RESULT: FAILED stage=...; idx check gets its own `preflight` stage;
  the never-failing published-manifest read is no longer a stage
- validate the built latest_as_of_date (`// empty` + date regex) so a
  corrupt manifest cannot compare as "newer"
- freshness: validate --now (exit 2) and latest_as_of_date (exit 3)
  before calling date
- flake: package an explicit script list instead of scripts/*.sh
- docs: GH_TOKEN prerequisite for the packaged publisher

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
2026-09-24 21:50:51 +00:00
hermes
1f6f0ee02e feat(ownership): idempotent, packaged snapshot publisher
The self-hosted publish timer has not produced an upload since it was
enabled (manifest last updated 2026-07-14, a manual run), and failures
were invisible. Make the job safe to run daily and easy to deploy:

- publish-ownership-snapshot.sh: skip the upload when the published
  manifest already has the latest as-of date (pre-check via discover
  for XLSX sources, post-build check for legacy PDF); --force to
  override. Always ends with one line: RESULT: published|up-to-date
  <as-of> or RESULT: FAILED stage=<stage> (exit N). gh release create
  no longer requires a git checkout.
- check-ownership-snapshot-freshness.sh: exit 1 when the published
  latest_as_of_date is older than --max-age-days (default 40).
- flake: packages.ownership-publisher bundles the scripts with a
  pinned idx (curl-impersonate + mupdf) and jq/gh/sqlite/curl as
  bin/idx-ownership-publish and bin/idx-ownership-freshness, so hosts
  need no checkout, nix develop or cargo build at run time. Built in CI.
- contrib/systemd + docs: daily 06:00 UTC timer, run semantics table,
  freshness alarm, packaged usage.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
2026-09-24 21:40:02 +00:00
hermes
221dc01397 feat: add npm distribution wrapper for idx-cli
Add an npm wrapper (package.json + postinstall downloader) so the Rust
binary can be installed via npm/npx. Include a local smoke test, a GitHub
Release cross-compile workflow, and nodejs in the dev shell.

- package.json: idx-cli v0.2.3, bin idx, engines node>=16
- scripts/install.js: dependency-free postinstall that downloads the
  platform-specific GitHub Release asset (or IDX_BINARY_URL override)
- scripts/idx.js: binary launcher preserving exit codes/signals
- scripts/npm-smoke.sh: npm pack -> install tarball -> run idx --help
  and idx config --help, locale, no publish required
- .github/workflows/release.yml: cross-compile linux-x64/arm64 and
  darwin-arm64 releases and attach binaries to the version tag
- flake.nix: add nodejs_22 to the dev shell
- docs/NPM_DISTRIBUTION.md: usage, local test, and release flow
2026-08-18 11:14:55 +00:00
c94c826307 chore: prepare v0.2.1 release 2026-04-06 17:47:20 +07:00
3a81d86ff8 chore: idx direnv switch 2026-03-18 11:08:51 +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
Ciphercat
3383fdd983 docs: update TODO.md — crumb auth resolved, fix flake.nix package rename 2026-03-06 07:49:57 +00:00
Ciphercat
f89f4c90ce fix(yahoo): use curl-impersonate for crumb auth (TLS fingerprinting)
Yahoo Finance blocks standard ureq/rustls via TLS fingerprinting (JA3/JA4).
Reverse-engineered from yfinance source: they use curl_cffi with Chrome impersonation.

Fix:
- Fetch cookie via curl-impersonate from fc.yahoo.com
- Fetch crumb via curl-impersonate from query1.finance.yahoo.com/v1/test/getcrumb
  (correct URL: getcrumb, not getCrumb or csrfToken)
- Parse Netscape cookie jar format, send cookies as header to quoteSummary
- 401 retry: clear crumb + cookie jar, re-auth on next attempt
- Crumb validation: reject HTML, empty, rate-limit responses
- Add curl-impersonate-chrome to flake.nix devShell
2026-03-06 07:31:11 +00:00
Ciphercat
a4b8a1b64e dev: remove sqlite from flake (ownership DB moved to idx-api) 2026-03-05 17:26:43 +00:00
Ciphercat
4f46a4d787 dev: add prek to flake.nix devshell 2026-03-05 17:23:43 +00:00
Ciphercat
d457c630c4 dev: add flake.nix and .envrc for Rust dev environment
- rust-overlay for stable toolchain + rust-src + rust-analyzer
- pkg-config, openssl, sqlite for reqwest + ownership DB
- cargo-watch, cargo-nextest for dev workflow
- direnv integration via .envrc
2026-03-05 16:23:49 +00:00