idx-cli/AGENTS.md
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

102 lines
3.4 KiB
Markdown

# AGENTS.md
## Project
`idx-cli` is a Rust CLI for Indonesian stock market analysis and ownership workflows.
The repo currently has two main product areas:
- `stocks`: live market data and analysis
- `ownership`: import/sync once, then query locally from SQLite
## Stack
- Rust stable
- `clap` 4 for CLI
- `ureq` 3 for HTTP
- `comfy-table` and `owo-colors` for output
- `rusqlite` + bundled SQLite/FTS5 for ownership
- TOML config in `~/.config/idx/config.toml`
- file cache in `~/.cache/idx/`
## Source Map
```text
src/
├── main.rs
├── cli/
│ ├── stocks.rs
│ ├── ownership.rs
│ ├── config.rs
│ └── cache.rs
├── api/
│ ├── mod.rs
│ ├── types.rs
│ ├── yahoo/
│ └── msn/
├── analysis/
├── ownership/
│ ├── archive.rs
│ ├── db.rs
│ ├── entities.rs
│ ├── parser.rs
│ ├── remote.rs
│ ├── snapshot.rs
│ └── types.rs
├── output/
├── cache.rs
├── config.rs
└── error.rs
```
## Provider Model
- `MSN` is the primary/default provider for quotes, fundamentals, profile, earnings, financials, sentiment, insights, news, and screener data.
- `Yahoo` is the fallback provider for history/OHLCV because MSN history for IDX is still not supported.
- Current config knobs:
- `IDX_PROVIDER=msn|yahoo`
- `IDX_HISTORY_PROVIDER=auto|yahoo|msn`
## Ownership Model
Ownership is local-first after bootstrap.
Preferred bootstrap/update path:
1. `idx ownership sync`
2. if no snapshot manifest is available: `idx ownership discover` then `idx ownership import --url <xlsx-or-pdf-url>`
3. local `--file` imports remain available for manual/fallback use
Ownership input paths:
- primary remote source: IDX `above1` holder register — monthly XLSX on the Data Kepemilikan Saham page (since the 2026-05-29 report), legacy PDF announcements before that; `ownership discover` checks both
- maintained snapshot path: `ownership sync`
- local file imports: IDX above-1% `.xlsx` (current format since June 2026), legacy `.pdf`, plus local archive `.zip` / `.txt`
Important scope note:
- archive ZIP/TXT ingest is a fallback/backstop path, not the primary product ingest surface
- `ownership import --fetch-bing` is still intentionally unsupported
## Working Principles
1. Keep data access provider-driven where possible; avoid adding new ad hoc fetch paths at the CLI layer.
2. Prefer pure parse/normalize transforms over hidden state.
3. Use fixtures in tests; do not hit live network in automated tests.
4. Preserve the output contract: table to stdout, JSON with `--output json`, errors to stderr.
5. Treat ownership schema/query compatibility as important: `releases`, `ticker`, and `changes` should keep working across ingest paths.
## Verification
Core verification:
```bash
nix develop
cargo build
cargo clippy -- -D warnings
cargo test
```
Smoke tooling:
```bash
scripts/live-smoke.sh
scripts/live-smoke.sh --mode mock
scripts/live-smoke.sh --mode full
```
## Read First
Start with these repo docs before making changes:
- `FEATURE_SPEC.md` — active implementation backlog and remaining core gaps
- `TODO.md` — execution tracker and smoke notes
- `docs/ARCHITECTURE.md` — provider and ownership flow
- `docs/OWNERSHIP_SYNC.md` — snapshot sync contract
- `docs/SMOKE.md` — reusable smoke commands
- `docs/CONVENTIONS.md` — repo conventions