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7 commits

Author SHA1 Message Date
63587e4dc2 fix(history): fall back to Yahoo when Stockbit refuses the session
auto history picks Stockbit when a session file exists, so an expired
session failed history and technical with AUTHERROR. auto now retries on
Yahoo with a warning; an explicit --history-provider stockbit still fails.

Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-04 17:31:20 +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
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
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
86cb1b4b7c refactor(core): move stocks fetching, caching, and analysis into idx-core
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>
2026-10-14 09:41:31 +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
Renamed from src/analysis/mod.rs (Browse further)