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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>
52 lines
2.8 KiB
Markdown
52 lines
2.8 KiB
Markdown
# AGENTS.md
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`idx-cli` is a Rust CLI (binary `idx`) for Indonesian stock market analysis
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(`stocks`) and KSEI shareholder ownership (`ownership`).
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## Navigation
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```text
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crates/idx-core/ library: all data access and analysis
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├── src/client.rs Idx entry point, CachePolicy, Fetched<T>
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├── src/{market,financial,investor}.rs domain APIs over providers and the DB
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├── src/api/ providers: msn/ (default), yahoo/ (history/OHLCV)
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├── src/analysis/ technical, fundamental, signals
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├── src/ownership/ xlsx + pdf parsers, archive (ZIP/TXT), remote discovery,
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│ snapshot sync, db (SQLite/FTS5), entities, search, graph
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├── src/{cache,config,error,curl_impersonate}.rs, lib.rs (runtime)
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└── tests/fixtures/ shared fixtures (also read by the mock provider)
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crates/idx-cli/ binary `idx`
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├── src/cli/ clap commands: stocks, ownership, config, cache
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├── src/config.rs IdxConfig: output format and color resolution
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├── src/output/ table.rs, json.rs, style.rs
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└── tests/ cli.rs (behavior), golden.rs + golden/ (output parity)
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scripts/ smoke, installer, and ownership snapshot publisher
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```
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Docs:
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- `docs/ARCHITECTURE.md`: providers, ownership ingest/discovery, error and output contract
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- `docs/CONVENTIONS.md`: types, naming, testing, and git rules
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- `docs/OWNERSHIP_SYNC.md` / `docs/OWNERSHIP_PUBLISH.md`: snapshot consumer contract / maintainer publishing
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- `docs/SMOKE.md`: Nix checks, test layout, and the live drift check
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- `docs/DESIGN.md`: idx-core / idx-mcp design and parity gates
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- `ROADMAP.md`: open work
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## Rules
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1. Keep data access provider-driven; no ad hoc fetches in `cli/`.
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2. Keep parse/normalize functions pure.
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3. Tests use fixtures and `IDX_USE_MOCK_PROVIDER=1` (needs idx-core's `testing`
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feature, on under `cargo test`); never hit the live network.
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4. Output contract: tables on stdout, one JSON document with `-o json`, errors
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on stderr (JSON-shaped in JSON mode), stdout empty on failure.
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5. Keep ownership queries (`releases`, `ticker`, `changes`, ...) working across
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every ingest path: XLSX, legacy PDF, archive ZIP/TXT, and snapshot sync.
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6. `ownership import --fetch-bing` is intentionally unsupported.
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7. Output parity is a contract: never edit golden files to make a change pass.
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After changing CLI behavior, run the live check and report its summary;
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report IDX `403`s explicitly rather than counting them as passes.
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## Verify
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```bash
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nix flake check -L # canonical gate (fmt, clippy, tests, package)
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nix develop --command cargo test <name> # focused loop
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scripts/live-smoke.sh --compare <old> # live drift check, A/B against an older build
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```
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