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Releases: PerryLink/dsh-fund-research

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v0.1.1

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@github-actions github-actions released this 19 Aug 17:15

[0.1.1] - 2026-08-19

Added

  • Quote resilience: per-stock valuation fetches fall back to Eastmoney's own delayed-quote host (quoteFallbackBaseUrl, default push2delay.eastmoney.com) when the primary push2 host fails; per-stock gaps stay loud and declared.
  • Opt-in live end-to-end suite (pnpm run test:e2e, gated by LIVE_E2E=1): seals a real network report for 161725 and spot-checks five key numbers against the sealed snapshot and a second independent fetch of the same endpoints.
  • Community engineering: issue forms (bug_report.yml, feature_request.yml), a PR checklist template, and npm/CI badges across the five-language READMEs.

v0.1.0

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@github-actions github-actions released this 19 Aug 14:40

[0.1.0] - 2026-08-19

Added

  • First release: deterministic research reports for Chinese public mutual funds. Public data collection from Tiantian Fund / Eastmoney endpoints (pingzhongdata JS block, F10 holdings and manager pages, per-stock valuation quotes) with polite pacing, per-source SHA-256 provenance, and loud failure on structural drift.
  • fund_snapshot tool: a light snapshot card (latest NAV, published stage returns, scale, manager, top-3 holdings) sealed with its source snapshot into the fund's day directory.
  • fund_research tool: the full pipeline (acquire → compute → assemble → verify → seal) producing a versioned Markdown report (fund-reports/{code}/{YYYYMMDD-HHmmss}/report.md + manifest.json + snapshot.json) whose appendix maps every key number to a snapshot JSON path and a verification verdict. background: true runs the pipeline as a fund-report background job over ctx.jobs.
  • Deterministic metrics as pure functions: performance decomposition (period/annualized return, volatility, max drawdown, Sharpe), holdings penetration (top-N concentration, HHI, industry distribution, quarter-over-quarter comparison), simplified size-value style attribution, and manager profile.
  • Citation verification against the sealed snapshot through the optional dsh-data-quality service (ctx.get('dataQuality'), never injected) with an isomorphic built-in fallback (builtin-fallback).
  • Offline mode (offline: true or the offline tool argument): the snapshot layer is read from the storage domain or the newest on-disk version snapshot; zero outbound requests.
  • fund-research/snapshot and fund-research/report session audit events; a short compliance prompt section; and the bundled fund-research methodology skill (registered when the skills service is present).
  • Fail-loud Schemastery config, five-language READMEs, and real Context/Session/ToolRuntime/JobRegistry vitest coverage against the 0.1.0-rc.6 peers.