From c596d8c12f70e1b25543bd04e43f133413b0e67a Mon Sep 17 00:00:00 2001
From: Emil Lerch <emil@lerch.org>
Date: Wed, 11 Mar 2026 11:04:05 -0700
Subject: [PATCH] refresh fixes

---
 src/main.zig | 58 ++++++++++++++++++++++++++++++----------------------
 1 file changed, 33 insertions(+), 25 deletions(-)

diff --git a/src/main.zig b/src/main.zig
index 959cb78..0781838 100644
--- a/src/main.zig
+++ b/src/main.zig
@@ -261,7 +261,22 @@ fn upperDupe(allocator: std.mem.Allocator, s: []const u8) ![]u8 {
     return d;
 }
 
-/// Format as percentage string for XML (e.g., 0.1234 -> "12.34000")
+fn printRateLimitWait(svc: *zfin.DataService, stdout: *std.Io.Writer) !void {
+    if (svc.estimateWaitSeconds()) |wait| {
+        if (wait > 0) {
+            try stdout.print("\n  (rate limit -- waiting {d}s)\n  ", .{wait});
+            try stdout.flush();
+        }
+    }
+}
+
+/// Mutual funds typically have 5-letter tickers ending in X.
+/// These don't have quarterly earnings on Finnhub.
+fn isMutualFund(symbol: []const u8) bool {
+    return symbol.len == 5 and symbol[4] == 'X';
+}
+
+/// Format as percentage (e.g., 0.1234 -> "12.34000"), or "null" if absent.
 fn fmtPct(arena: std.mem.Allocator, value: ?f64) []const u8 {
     if (value) |v| return std.fmt.allocPrint(arena, "{d:.5}", .{v * 100.0}) catch "null";
     return "null";
@@ -345,16 +360,11 @@ fn refresh(allocator: std.mem.Allocator) !void {
     };
     defer allocator.free(data);
 
-    const portfolio = zfin.cache.deserializePortfolio(allocator, data) catch {
+    var portfolio = zfin.cache.deserializePortfolio(allocator, data) catch {
         log.err("failed to parse portfolio", .{});
         return error.ParseFailed;
     };
-    defer {
-        for (portfolio.lots) |*lot| {
-            if (lot.note) |n| allocator.free(n);
-        }
-        allocator.free(portfolio.lots);
-    }
+    defer portfolio.deinit();
 
     var symbols = std.StringHashMap(void).init(allocator);
     defer symbols.deinit();
@@ -382,21 +392,13 @@ fn refresh(allocator: std.mem.Allocator) !void {
     var it = symbols.iterator();
     while (it.next()) |entry| {
         const sym = entry.key_ptr.*;
-
-        // Check if we need to wait for rate limits
-        if (svc.estimateWaitSeconds()) |wait| {
-            if (wait > 0) {
-                try stdout.print("  (rate limit -- waiting {d}s)\n", .{wait});
-                try stdout.flush();
-            }
-        }
-
         try stdout.print("{s}: ", .{sym});
         try stdout.flush();
 
         var sym_ok = true;
 
         // Candles
+        try printRateLimitWait(&svc, stdout);
         if (svc.getCandles(sym)) |result| {
             allocator.free(result.data);
             try stdout.print("candles ok", .{});
@@ -406,21 +408,27 @@ fn refresh(allocator: std.mem.Allocator) !void {
         }
 
         // Dividends
+        try printRateLimitWait(&svc, stdout);
         if (svc.getDividends(sym)) |result| {
-            allocator.free(result.data);
+            zfin.Dividend.freeSlice(allocator, result.data);
             try stdout.print(", dividends ok", .{});
         } else |err| {
             try stdout.print(", dividends FAILED ({s})", .{@errorName(err)});
             sym_ok = false;
         }
 
-        // Earnings
-        if (svc.getEarnings(sym)) |result| {
-            allocator.free(result.data);
-            try stdout.print(", earnings ok", .{});
-        } else |err| {
-            try stdout.print(", earnings FAILED ({s})", .{@errorName(err)});
-            sym_ok = false;
+        // Earnings (skip for mutual funds — they don't report quarterly earnings)
+        if (!isMutualFund(sym)) {
+            try printRateLimitWait(&svc, stdout);
+            if (svc.getEarnings(sym)) |result| {
+                allocator.free(result.data);
+                try stdout.print(", earnings ok", .{});
+            } else |err| {
+                try stdout.print(", earnings FAILED ({s})", .{@errorName(err)});
+                sym_ok = false;
+            }
+        } else {
+            try stdout.print(", earnings skipped (fund)", .{});
         }
 
         try stdout.print("\n", .{});