* feat(market): surface tw 三大法人 (institutional flows) in the tw report institution block
Wire the merged TwInstitutionalFetcher (#1829/#1841/#1855) into the tw analysis
report: in _build_offshore_fundamental_context, for market == "tw" only, the
institution block now carries the raw 三大法人 net buy/sell figures (foreign /
trust / dealer / total, unit=shares) from TWSE T86 / TPEx instead of the hardcoded
not_supported. v2 scope confirmed by the maintainer on issue #1777.
- tw-only + strictly additive: cn/hk/us/jp/kr offshore flows are byte-identical
(the not_supported loop just excludes institution; non-tw still gets the same
not_supported block). Pinned by tests for us/hk/jp/kr.
- fail-open + default-on: any error or no-data -> not_supported, never interrupts
the analysis. Wiring (import/construct) failures log at error (visible) but still
fail open; fetch failures log at warning.
- status "ok" only when all four core nets are present (a genuine 0 is kept).
- raw figures only: no capital_flow_signal / scoring / weight / schema / Web.
Tests: tests/test_tw_institution_report_wiring.py (9) covers data->ok, genuine-zero,
None/raise/init-raise fail-open, missing-core-net->not_supported, us/hk/jp/kr
byte-identical + fetcher-unused, and no-derived-key. + CHANGELOG.
Dual review (code-reviewer + silent-failure-hunter): the hunter caught the combined
try swallowing wiring (import/construct) errors silently at info -> split into
loud-but-fail-open (error log + still not_supported, honoring #1777's
never-interrupt rule) and guarded "ok" against a null core net.
* fix(market): address Codex review on tw institution wiring (#1863) — stage timeout, overall status, docs
- P1: run the tw institution fetch under the fundamental stage/fetch budget via
_run_with_retry (like the other offshore blocks), so a slow / rate-limited TWSE/TPEx
call fails open at the deadline instead of pushing the analysis past it.
- P2: count a present tw institution toward the OVERALL fundamental status so a report
with only 三大法人 data still surfaces fundamentals (consumers key off the top-level
status). missing_fields keeps the original three blocks, so offshore markets without
institution data stay byte-identical.
- P2 (docs): sync docs/market-support.md (drop the now-false "data-layer only / not
wired into report" clause) + add a tw institution note to docs/full-guide.md and
docs/full-guide_EN.md (AGENTS.md requires user-visible report changes to update guides).
Tests: + stage-timeout (a 2s fetch is abandoned at the ~0.3s budget, fail-open) +
overall-status surfacing assertion. 10 tw-wiring tests + offshore/tw/jp-kr suites green.
b939f7579f