Releases: PerryLink/dsh-fund-research
Releases · PerryLink/dsh-fund-research
Release list
v0.1.1
[0.1.1] - 2026-08-19
Added
- Quote resilience: per-stock valuation fetches fall back to Eastmoney's own delayed-quote host (
quoteFallbackBaseUrl, defaultpush2delay.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 byLIVE_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
[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_snapshottool: 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_researchtool: 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: trueruns the pipeline as afund-reportbackground job overctx.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-qualityservice (ctx.get('dataQuality'), never injected) with an isomorphic built-in fallback (builtin-fallback). - Offline mode (
offline: trueor theofflinetool argument): the snapshot layer is read from the storage domain or the newest on-disk version snapshot; zero outbound requests. fund-research/snapshotandfund-research/reportsession audit events; a short compliance prompt section; and the bundledfund-researchmethodology skill (registered when the skills service is present).- Fail-loud Schemastery config, five-language READMEs, and real
Context/Session/ToolRuntime/JobRegistryvitest coverage against the 0.1.0-rc.6 peers.