Commit graph

56 commits

Author SHA1 Message Date
hermes
2d0bceade2 docs: news sources research: one publisher, Google News, greencloud test
- Why not a browser per user: a full engine per install and fetch, each
  user facing the challenge, IDX seeing thousands of scrapers; one
  scheduled publisher serving static files instead (diagram). Hosting
  left open (GitHub release, Cloudflare Pages/R2, a Worker).
- The IDX challenge is JavaScript-based: curl fails from a second
  datacenter (greencloud-vps, Singapore) too, so IP is not what curl
  lacks.
- Other sources measured: Google News RSS covers companies MSN misses
  (BREN 75/100 titles naming the ticker in 7 days), plain HTTP; Yahoo
  search answers 429.

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
d2ad5c142b docs: research IDX news and disclosures, propose a published feed
MSN has no company news for many tickers; IDX's disclosures cover every
issuer. idx.co.id is behind a Cloudflare challenge that plain curl and
curl-impersonate fail from the maintainer host, while the local Camofox
browser gets through. Record the working endpoints (per-issuer and
all-issuer disclosures, exchange news), their shapes and quirks, the
options, and a proposed design: a maintainer publisher writes static JSON
to a GitHub release, as the ownership snapshot does, and idx-core merges
it into news.

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
d2cd7115f1 fix(npm): no cache fallback without an absolute home directory
The release-gate Codex review found the relative-path fix incomplete:
with XDG_CACHE_HOME unset and HOME empty or relative, the fallback was
`.cache/...` under the current directory, so a checkout could plant the
binary the launcher runs. Use the home cache only when the home path is
absolute; otherwise the package's bin/ is the only location. npm smoke
plants such a binary and checks it is never run (it was, before this).

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
3041606916 fix(npm): absolute cache root, per-arch cache dir, SIGINT during install
From a second Codex review (gpt-6.1-sol, xhigh):
- A relative XDG_CACHE_HOME (invalid per the XDG spec) made the launcher
  look for, and run, a binary under the current directory, which an
  untrusted checkout could supply. Use it only when absolute.
- The cache dir now includes <platform>-<arch>, so a home directory shared
  across machines cannot hand an arm64 host an x64 binary.
- SIGINT sent to the launcher's PID alone during the first-run install is
  forwarded to the installer (it was ignored); the launcher exits 130.
- npm smoke runs the first-run install with an empty user cache and checks
  the package binary was created, so a cached binary cannot pass for it.

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
907223a838 fix(npm): install to a user cache when the package is read-only; signal-safe first run
- When the package's bin/ is not writable (a root-owned `sudo npm i -g`
  whose postinstall npm 12 skipped), install the binary to a per-user
  cache ($XDG_CACHE_HOME, ~/.cache, ~/Library/Caches on macOS, under
  <package>/<version>/); the launcher looks in both. Previously the first
  run failed with EACCES and advice to rerun npm install.
- Run the first-run installer asynchronously with SIGTERM/SIGHUP
  forwarded, so a supervisor stopping the launcher stops the download;
  the installer removes its partial file and the launcher exits by the
  same signal.
- Verify an IDX_BINARY_URL local file's checksum on the copy, not the
  source, so the installed bytes are the checked ones.
- npm smoke covers the read-only fallback.

The last three come from a Codex review.

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
1049ff3155 test(agents): run opencode 2 as well as opencode 1
opencode 2 (@opencode/cli) moved MCP servers to `mcp.servers`, turns
Code Mode on by default, replaced `permission` with ordered
`permissions` rules, and dropped `run --pure` for `--standalone` (runs
otherwise go through a shared background service). Pick the config and
flag from `opencode --version`.

Its `execute` tool stays allowed: with it denied, opencode 2.0.30 never
offers the idx tools to the model in `opencode run`, though the server
connects before the first step.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-16 07:40:04 +00:00
hermes
855ec0cdc3 test(agents): opencode answers only through the idx tools
opencode kept its built-in tools, so it could route around the server
under test: on published 0.3.1 it answered a quote from web search, and
on the live `changes` case it queried the ownership SQLite file with
bash and timed out. Deny every tool but `idx_*`, as Claude, pi, and
Hermes already are.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-16 06:50:29 +00:00
hermes
7ebf63ed42 test(agents): a live variant of the ownership-changes case
The `changes` case names the fixture releases (2026-01-30, 2026-02-27),
which the live snapshot does not have, so under --live/--npx it failed
agents that correctly declined to answer about missing releases and
passed ones that called the tool anyway. A case's `live` fields now
replace the mock ones; this one asks about the two most recent releases.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
2026-10-16 06:09:00 +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
bdbcf62a7b fix(npm): install the binary on first run when postinstall was skipped
npm 12 blocks install scripts of unapproved packages under `npx` and
`npm install -g` (its allow-scripts policy). The postinstall download never
ran, so `npx -y idx-mcp` exited with "installed binary not found" and MCP
clients saw only "Connection closed". Hermes Agent hits this by default: it
runs a bare `npx` with its own npm 12.

The launcher now runs the installer itself when the binary is missing,
logging to stderr so the idx-mcp stdout channel stays clean. This also covers
pnpm 10+ and bun, which skip dependency scripts by default.

npm-smoke installs idx-mcp with --ignore-scripts and checks that the first
run still starts cleanly.

Fixes #41

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
aac30335fc chore: release 0.3.1
Patch release for the fixes from the Codex review of 0.3.0: ticker
validation and encoded cache file names (path traversal via a ticker),
cross-process ownership DB locking, history-preserving snapshot sync,
and MCP input limits. MSRV is now 1.89.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-15 03:14:45 +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
5a3ce462cc fix(agents): address agent smoke review
- Require bash 4.4+ up front, and match answer facts with jq regexes
  (Oniguruma, (?i) everywhere) instead of GNU-only grep -P.
- Unparseable agent output fails that run instead of aborting the
  matrix; check_run now also reports unparseable tool calls, which
  previously passed the tool check silently.
- Copy the Hermes model block with awk up to the next top-level key, so
  a final or differently ordered block is handled.
- --keep keeps run output but deletes the copied agent credentials.
- docs: full path to the tool golden.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 21:16:06 +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
58d421028f fix: address release review (WAL-aware sync hash, empty MCP inputs)
- 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>
2026-10-14 19:44:24 +00:00
hermes
8e3323e4f7 chore: release 0.3.0 with idx-mcp
Bump the workspace and npm packages to 0.3.0. The release workflow
builds and attaches idx-mcp binaries next to idx, the npm launcher and
installer pick their binary from package.json so npm/idx-mcp reuses
them, and the npm smoke test covers both packages.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 19:01:29 +00:00
hermes
ec17a1bd05 fix(ownership): update syncs when a same-date snapshot is rebuilt
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>
2026-10-14 18:52:13 +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
1d8b615857 refactor(core): move ownership queries, import, and sync into idx-core
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>
2026-10-14 09:52:17 +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
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
22b6dabaeb feat(cli): agent-native output, stdin symbols, and exit-code classes
Phase 1 of docs/DESIGN.md:

- Output format resolves -o > IDX_OUTPUT > general.output > auto; auto
  is a table on a terminal and JSON when stdout is piped or captured.
  `config init` now writes output = "auto".
- JSON is pretty only on a terminal and compact otherwise. New `-o
  jsonl` prints one array item per line with the same key order.
- No ANSI color when stdout is not a terminal (direct owo-colors calls
  now go through output::style).
- `stocks quote -` and `stocks compare -` read symbols from stdin.
- Exit codes by class: 2 invalid input/config, 3 not found or cache
  miss, 4 upstream unavailable, 5 unsupported, 1 other.

Golden changes are limited to those documented kinds and were verified
mechanically: JSON goldens are semantically identical, tables differ
only by removed ANSI codes and the column padding comfy-table had
reserved for them (cell contents identical), exit codes match each
error's class, and help/completions only gain the new --output values.
17 new golden cases cover auto, jsonl, stdin, and the new errors.

tests/cli.rs now pins IDX_OUTPUT=table in its harness (its tests assert
table text and run piped) and parses discover JSON instead of matching
pretty-printed whitespace.

Live A/B against main: 16/16 stocks cases identical; ownership discover
got IDX 403 on both binaries, now exiting 4 instead of 1 as intended.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 08:52:13 +00:00
hermes
fe627496dd test: add golden output parity gate and live A/B compare
Phase 0 of docs/DESIGN.md, before any refactor code:

- tests/golden.rs runs every case in tests/golden/cases.toml (126
  outputs across help, completions, config, cache, all stocks commands
  on MSN and Yahoo mocks, error paths, and ownership queries on a seeded
  fixture DB) and compares exit code, stdout, and stderr byte for byte.
  Regenerate only with UPDATE_GOLDEN=1 for a reviewed output change.
- scripts/live-smoke.sh --compare <old-idx> runs each live case with
  both binaries and fails on differing exit codes, added/missing/retyped
  JSON keys, or changed values for slow-moving data.
- Exclude golden files from the whitespace/EOF pre-commit fixers, which
  would otherwise rewrite pinned help output.

Both gates were fault-injected: a one-word table change fails exactly
the three history goldens, and a binary dropping profile.long_name fails
only the profile live comparison.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 08:33:25 +00:00
hermes
535ef64a0c docs: add idx-core / idx-mcp system design
Accepted design for extracting idx-core as the shared data layer, the
agent-native CLI output contract, idx-mcp tools, packaging, and the
parity gates (golden output tests plus live A/B check) that the
refactor must pass before merging to main.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 08:18:17 +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
1631058b8c docs: prune stale planning docs and lean out agent guide
- Remove FEATURE_SPEC.md, TODO.md, and docs/AGENT_INTEGRATION.md; their
  core gaps have shipped. Open work moves to a short ROADMAP.md.
- Remove the CLAUDE.md symlink and rewrite AGENTS.md as a quick guide:
  navigation, rules, and the nix flake check gate.
- Merge OWNERSHIP_SELF_HOSTED.md into OWNERSHIP_PUBLISH.md and drop
  private host integration notes.
- ARCHITECTURE: add MSN endpoints, clarify Bing ingest is unsupported.
- OWNERSHIP_SYNC: note source.pdf_url also carries XLSX URLs.
- systemd example: --history 2 so snapshots stay under the 10 MiB
  client cap.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 07:39:21 +00:00
hermes
cd410708c0 docs(testing): document Nix gates and behavioral coverage
Describe canonical local and CI verification, cache reuse, output assertions, workflow boundaries, and observed regression results without treating test counts as coverage targets.
2026-10-03 16:23:16 +00:00
hermes
b4dcfceef6 fix(cli): keep total-failure JSON errors parseable
Remove obsolete unsupported-import diagnostics and defer comparison warnings until partial success. Preserve per-symbol diagnostics and quiet behavior when results remain available.
2026-10-03 16:21:35 +00:00
hermes
301e52ca83 fix: complete screener candidates and clean Nix merge artifacts 2026-10-02 16:51:14 +00:00
793d765e5a docs: add agent integration roadmap 2026-10-01 17:21:13 +07:00
hermes
3299093e18 docs: refresh README for v0.2.4
- Install: add npm/npx (with the pnpm/bun opt-in), platform coverage,
  pin example v0.2.4; Cargo builds from source.
- Runtime helpers as a table, corrected: curl-impersonate is needed for
  IDX ownership discover/import and Yahoo fundamentals
  (IDX_PROVIDER=yahoo), not for stocks history; mutool only for legacy
  PDF reports. Everyday use needs neither.
- Quick start and Features now cover ownership (sync, ticker, entity,
  search, changes, concentration, cross-holders, graph; XLSX source on
  the IDX Data Kepemilikan Saham page) and the full stocks command set
  and providers. Every example was run against v0.2.4.
- Documentation index; script test suites.
- docs: example versions -> v0.2.4; npm publish needs 2FA and a fresh
  version number.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
2026-09-25 23:39:25 +00:00
hermes
fea1a0e906 fix(ownership): bound snapshot download by manifest size; clean refused builds
Addresses review on #31:
- the snapshot download limit is the manifest's size_bytes (+1, since
  ureq fails once a body reaches its limit), capped at 1 GiB; a body
  larger than advertised fails during download. New CLI test; the
  >10 MiB test also caught the off-by-one.
- a refused (oversized) standalone build removes its sqlite and
  manifest from --output-dir.
- docs: downloads are buffered, not streamed.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
2026-09-25 22:31:40 +00:00
hermes
de58d04da9 fix(ownership): sync snapshots over 10 MiB; refuse oversized publishes
On 2026-09-25 a snapshot built with --history 5 (15.3 MB) was
published, and `idx ownership sync` failed for every client:
"the response body is larger than request limit: 10485760" (ureq's
default body cap). It was republished by hand with --history 2 (8.2 MB).

- snapshot download: raise the ureq body limit to 1 GiB; the file is
  still verified against the manifest's size and SHA-256. The PDF/XLSX
  report downloads get a 256 MiB limit for the same reason.
- CLI test: sync a >10 MiB snapshot over HTTP (fails without the fix
  with the exact production error).
- build-latest-ownership-snapshot.sh: --max-snapshot-bytes (default
  10485760, the limit of released clients <= v0.2.3); an oversized
  snapshot fails the build, so the published one stays untouched.
- publish-ownership-snapshot.sh passes --max-snapshot-bytes through;
  publisher tests cover the failure and that the release is unchanged.
- docs: size table and guidance.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
2026-09-25 22:22:48 +00:00
hermes
9f4ed5b4a5 fix(ownership): verify snapshot assets before publishing manifests 2026-09-25 10:37:32 +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
c866dd7a65 fix(ownership): harden --history parsing per review
Addresses review on #27: canonicalize --history ("08" no longer hits
bash octal parsing), run the history jq in a plain command
substitution so a jq failure aborts under set -e, and restore the
schedule-guidance paragraph in OWNERSHIP_SELF_HOSTED.md.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
2026-09-24 21:12:34 +00:00
hermes
c2d2734739 feat(ownership): build snapshots from XLSX with monthly history
- build-latest-ownership-snapshot.sh: discover with a wider limit and
  add --history <n> to import the n previous supported above-1% XLSX
  months (one per as-of date, oldest first) before the latest, so
  `idx ownership changes` works straight from a synced snapshot.
- publish-ownership-snapshot.sh: pass --history through (for the
  clan-private systemd timer via extraArgs).
- publish-ownership-snapshot.yml: `history` input (default 5).
- Docs: publish/self-hosted flow now describes the XLSX source,
  observed upload days (2nd-3rd of the month), and --history.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
2026-09-24 21:12:05 +00:00
hermes
29e416109c feat(ownership): discover above-1% XLSX on the IDX data page
IDX stopped posting the monthly above-1% list as an announcement after
the 2026-05-29 report; June/July/August are only on the Data
Kepemilikan Saham page. `ownership discover` could not see them, and
IDX's Cloudflare now rejects curl_chrome142 on that page and on the
/Media/ XLSX files.

- remote: parse the page's Nuxt payload (Description/Prospectus pairs,
  / escapes), classify above-1% XLSX as supported and above-5% /
  investor-type workbooks as unsupported, derive as_of_date from the
  Indonesian description. Keep all above-1% entries, only the newest
  of the other series. Merge with the announcement results.
- discover JSON gains `format` (xlsx|pdf) and `as_of_date`; page
  entries use the as-of date as publish_date (the page shows none).
- import --url accepts .xlsx and downloads via the XLSX validator.
- curl_impersonate: run_owned_with_fallback tries several browser
  profiles until the body validates (JSON / page payload / %PDF / PK);
  IDX_CURL_IMPERSONATE_BIN still pins one.
- Tests: page fixture parsing, date parsing, payload validation, CLI
  discover via a local page server; existing discover tests now point
  IDX_OWNERSHIP_DATA_PAGE_URL at a closed port so no test hits IDX.
- Docs: ARCHITECTURE discovery section, AGENTS ownership inputs.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
2026-09-24 21:09:05 +00:00
hermes
2c85acb829 feat(ownership): import IDX above-1% XLSX holder register
Since June 2026 IDX publishes the monthly "Pemegang Saham di Atas 1%"
list as an XLSX workbook on the Data Kepemilikan Saham page instead of
a PDF announcement. Add a parser for it and accept `.xlsx` in
`ownership import --file`.

- src/ownership/xlsx.rs: zip + quick-xml reader (shared strings incl.
  rich text, sheet cells), exact 12-column header match so the daily
  above-5% and investor-type/classification workbooks are rejected,
  Excel serial dates, numeric shares, percent -> bps with float-noise
  rounding. Builds KseiHoldingDraft directly and reuses the entity
  normalizers, so investor types stay uppercase like the PDF path.
- Fixtures: trimmed excerpts of the real 2026-08-31 above-1% and
  2026-09-23 above-5% workbooks.
- Unit + CLI tests: import, ticker, releases, above-5% rejection.
- Docs: ARCHITECTURE parser pipeline, AGENTS ownership inputs.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
2026-09-24 20:48:07 +00:00
hermes
a142a3718f feat: add curl | sh install script
- install.sh: POSIX sh installer that detects OS/arch (incl. Rosetta),
  resolves the newest vX.Y.Z release via the GitHub API (skipping
  ownership-snapshot-current), verifies SHA256SUMS, sanity-runs the
  binary, and installs atomically into ~/.local/bin without sudo.
  Supports --version/--dir and IDX_* env overrides; prints a PATH
  hint, a NixOS flake suggestion, and helper-tool install hints
  instead of calling package managers.
- scripts/install-sh-test.sh: fixture tests against a local fake
  release server (latest, pinned, piped, checksum mismatch, missing
  release, unsupported OS, PATH hint, reinstall).
- ci.yml: install-script job (ShellCheck, sh + dash on Linux, sh on
  macOS).
- release.yml: attach install.sh to each release.
- README + docs/INSTALL.md.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
2026-09-24 19:29:52 +00:00
hermes
4f8c90a108 fix: harden npm distribution release and installer
- release.yml: build static musl Linux binaries (no host glibc
  requirement), add darwin-x64, publish SHA256SUMS, allow
  workflow_dispatch for an existing tag (v0.2.3 has no binaries yet),
  and run build-only on PRs that touch the workflow or installer
- install.js: verify downloads against the release SHA256SUMS
  (IDX_BINARY_SHA256 for overrides), add a 60s request timeout, use
  stream.pipeline so truncated downloads fail, and skip the download
  inside the source checkout
- idx.js: forward SIGTERM/SIGHUP to the binary and keep the signal
  exit status
- package.json: drop the prepare script (no Rust toolchain needed to
  pack/publish)
- npm-smoke.sh: read the tarball name from npm pack, use grep over rg
- .gitignore: ignore /bin/ and *.tgz
- docs: musl targets, checksums, pnpm/bun opt-in, manual release flow

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_017a5Cv5Z1NzdYKgKnTiAF4E
2026-09-24 18:57:53 +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
a2d15d2125 feat: support explicit MSN chart history 2026-04-15 13:48:27 +07:00
19748d397e fix: handle non-finite msn key ratios 2026-04-13 23:34:36 +07:00
c67748d950 ops: draft self-hosted ownership snapshot publish flow 2026-04-13 16:46:53 +07:00
aad29eaf23 feat: default ownership sync to published snapshot 2026-04-12 14:27:47 +07:00
afa20d9b2f feat: add ownership snapshot publish flow 2026-04-12 13:35:09 +07:00
c94c826307 chore: prepare v0.2.1 release 2026-04-06 17:47:20 +07:00