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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>
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3 KiB
AGENTS.md
idx-cli is a Rust CLI (binary idx) for Indonesian stock market analysis
(stocks) and KSEI shareholder ownership (ownership), plus an MCP server
(binary idx-mcp) over the same library.
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)
crates/idx-mcp/ binary `idx-mcp`: stdio MCP tools (server.rs), inputs (params.rs)
└── tests/mcp.rs JSON-RPC over stdio against the mock provider
scripts/ smoke, installer, and ownership snapshot publisher
Docs:
docs/ARCHITECTURE.md: providers, ownership ingest/discovery, error and output contractdocs/CONVENTIONS.md: types, naming, testing, and git rulesdocs/OWNERSHIP_SYNC.md/docs/OWNERSHIP_PUBLISH.md: snapshot consumer contract / maintainer publishingdocs/SMOKE.md: Nix checks, test layout, and the live drift checkdocs/DESIGN.md: idx-core / idx-mcp design and parity gatesROADMAP.md: open work
Rules
- Keep data access provider-driven; no ad hoc fetches in
cli/. - Keep parse/normalize functions pure.
- Tests use fixtures and
IDX_USE_MOCK_PROVIDER=1(needs idx-core'stestingfeature, on undercargo test); never hit the live network. - Output contract: tables on stdout, one JSON document with
-o json, errors on stderr (JSON-shaped in JSON mode), stdout empty on failure. - Keep ownership queries (
releases,ticker,changes, ...) working across every ingest path: XLSX, legacy PDF, archive ZIP/TXT, and snapshot sync. ownership import --fetch-bingis intentionally unsupported.- 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