0xrsydn/idx-cli
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mirror of https://github.com/0xrsydn/idx-cli.git synced 2026-11-07 09:45:36 +00:00
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idx-cli/AGENTS.md
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

2.8 KiB
Raw Blame History

AGENTS.md

idx-cli is a Rust CLI (binary idx) for Indonesian stock market analysis (stocks) and KSEI shareholder ownership (ownership).

Navigation

crates/idx-core/            library: all data access and analysis
├── src/client.rs           Idx entry point, CachePolicy, Fetched<T>
├── src/{market,financial,investor}.rs   domain APIs over providers and the DB
├── src/api/                providers: msn/ (default), yahoo/ (history/OHLCV)
├── src/analysis/           technical, fundamental, signals
├── src/ownership/          xlsx + pdf parsers, archive (ZIP/TXT), remote discovery,
│                           snapshot sync, db (SQLite/FTS5), entities, search, graph
├── src/{cache,config,error,curl_impersonate}.rs, lib.rs (runtime)
└── tests/fixtures/         shared fixtures (also read by the mock provider)
crates/idx-cli/             binary `idx`
├── src/cli/                clap commands: stocks, ownership, config, cache
├── src/config.rs           IdxConfig: output format and color resolution
├── src/output/             table.rs, json.rs, style.rs
└── tests/                  cli.rs (behavior), golden.rs + golden/ (output parity)
scripts/                    smoke, installer, and ownership snapshot publisher

Docs:

  • docs/ARCHITECTURE.md: providers, ownership ingest/discovery, error and output contract
  • docs/CONVENTIONS.md: types, naming, testing, and git rules
  • docs/OWNERSHIP_SYNC.md / docs/OWNERSHIP_PUBLISH.md: snapshot consumer contract / maintainer publishing
  • docs/SMOKE.md: Nix checks, test layout, and the live drift check
  • docs/DESIGN.md: idx-core / idx-mcp design and parity gates
  • ROADMAP.md: open work

Rules

  1. Keep data access provider-driven; no ad hoc fetches in cli/.
  2. Keep parse/normalize functions pure.
  3. Tests use fixtures and IDX_USE_MOCK_PROVIDER=1 (needs idx-core's testing feature, on under cargo test); never hit the live network.
  4. Output contract: tables on stdout, one JSON document with -o json, errors on stderr (JSON-shaped in JSON mode), stdout empty on failure.
  5. Keep ownership queries (releases, ticker, changes, ...) working across every ingest path: XLSX, legacy PDF, archive ZIP/TXT, and snapshot sync.
  6. ownership import --fetch-bing is intentionally unsupported.
  7. Output parity is a contract: never edit golden files to make a change pass. After changing CLI behavior, run the live check and report its summary; report IDX 403s explicitly rather than counting them as passes.

Verify

nix flake check -L                       # canonical gate (fmt, clippy, tests, package)
nix develop --command cargo test <name>  # focused loop
scripts/live-smoke.sh --compare <old>    # live drift check, A/B against an older build