* feat(market): v2.1 — consume tw 三大法人 in report + LLM prompt, fix TWD currency label
The merged 三大法人 (institutional flows) data (#1829/#1841/#1855/#1863) reached
get_fundamental_context but was never surfaced: the report renderer and the LLM
prompt-builder never read the institution block, so a real analysis run showed a tw
report with no 三大法人 figures. This wires the last mile (tw-only, additive,
fail-open) and fixes a TWD currency mislabel found in the same run:
- report render (src/notification.py): _append_institutional_flow renders a 三大法人
net-buy/sell table (外资/投信/自营/合计 in 万股/亿股) when the institution block is
status='ok'; _get_fundamental_blocks now extracts it. + zh/en/ko labels.
- LLM prompt (src/analyzer.py): _format_prompt injects a 三大法人 section (raw net
figures + a qualitative 台股筹码过滤器 note, mirroring the capital_flow section)
when status='ok' and all four core nets are present.
- fetch availability (data_provider/base.py): the tw institution fetch (a ~4-5s
whole-market download) now uses the remaining stage budget instead of the ~3s
per-symbol fetch cap that starved it and made the first/only stock of a run
coin-flip to not_supported. Still bounded by the stage deadline (fail-open).
- currency (src/notification.py): _CURRENCY_SUFFIX gains TWD -> 新台币 so TWD amounts
(revenue/profit/dividend) no longer render as the A-share default 元 (reads as RMB).
Verified end-to-end via a real analysis run: the tw report now shows the 三大法人
table and 新台币-labelled financials, and institution is reliably 'ok' on a
single-stock run. Strictly additive — cn/hk/us/jp/kr byte-identical (gated on
market=='tw' / status=='ok'); no capital_flow_signal / scoring / schema. + 11 tests.
Dual review (code-reviewer APPROVE + silent-failure-hunter): the hunter caught a
prompt-gate asymmetry (only total_net checked vs all four in the render gate);
tightened to require all four core nets, matching the render/base.py gate.
* fix(market): honour FUNDAMENTAL_FETCH_TIMEOUT_SECONDS=0 for the tw institution fetch
Review on #1866: the v2.1 institution-timeout change (use the remaining stage budget
instead of the ~3s per-fetch cap) inadvertently bypassed the existing
FUNDAMENTAL_FETCH_TIMEOUT_SECONDS=0 semantic — with fetch_timeout=0, valuation and
bundle are disabled (they gate on fetch_timeout) but the institution fetch still ran.
Gate the institution fetch on `fetch_timeout > 0` as well, so fetch_timeout=0 disables
it like the other fundamental fetches; when enabled it still uses the remaining stage
budget (the whole-market download needs more than the per-symbol cap). + a regression
test asserting fetch_timeout=0 -> institution not_supported and the fetcher is not called.
---------
Co-authored-by: zhulinsen <42829555+ZhuLinsen@users.noreply.github.com>
