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document "R" will upgrade tui from quote->portfolio operations

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Emil Lerch 2026-06-26 08:57:02 -07:00
parent ce5d787083
commit 0e43e09f13
Signed by: lobo
GPG key ID: A7B62D657EF764F8
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7
docs/reference/tui.md
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@ -29,6 +29,12 @@ currently-selected symbol.
The symbol-scoped tabs follow a single "current symbol"; change it from
the Portfolio tab (select a holding) or by launching with `-s`.
When you launch on a symbol (`zfin i -s AAPL`), no portfolio is loaded,
so the portfolio-scoped tabs (Portfolio, Analysis, Review, Projections,
History) are greyed out and unselectable - you start on the Quote tab.
Press `R` to load your portfolio on demand: this "upgrades" the session
into the full portfolio view and enables those tabs.
## Charts
Tabs with charts render high-fidelity **Kitty graphics** when your
@ -46,6 +52,7 @@ current bindings). The global defaults:
|----------------------------------------------|--------------------------------|
| `q`, `Ctrl-C` | Quit |
| `r`, `F5` | Refresh the current tab's data |
| `R` | Reload the portfolio from disk |
| `l` / `right` / `tab` | Next tab |
| `h` / `left` / `shift+tab` | Previous tab |
| `1`-`8` | Jump to a tab by number |

5
src/PortfolioData.zig
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@ -458,6 +458,11 @@ pub fn invalidateClassificationMap(self: *PortfolioData) void {
/// 'K' overlay) to show the `metadata.srf` security name the way the CLI
/// `quote` command does. No-op when `paths_in` is empty or a portfolio
/// is already loaded (a full `load()` populates the map itself).
///
/// Intentional side effect: capturing `paths_in` here also lets the `R`
/// (reload_portfolio) key run a first full `load()` from symbol mode -
/// see `portfolio_tab.reloadPortfolioFile` - so the user can "upgrade" a
/// symbol-only session into the full portfolio view on demand.
pub fn primeClassificationMap(self: *PortfolioData, paths_in: []const []const u8) void {
if (paths_in.len == 0 or self.paths.len != 0) return;

11
src/tui/portfolio_tab.zig
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@ -1910,6 +1910,17 @@ pub fn buildWelcomeScreenLines(
/// Inactive tabs stay in `loaded = false` and lazy-rebuild on
/// next switch.
pub fn reloadPortfolioFile(state: *State, app: *App) void {
// `paths` is non-empty once a portfolio has been resolved - either
// by a normal load, OR by the symbol-mode classification-map prime
// (see PortfolioData.primeClassificationMap). In that second case
// `file` is still null (no portfolio actually loaded yet), and the
// `pd.reload` below runs the FIRST full load. That's intentional:
// `R` lets you "upgrade" a symbol-only session (`zfin -s AAPL`)
// into the full portfolio view, lighting up the portfolio-scoped
// tabs. Only when nothing has been resolved at all (no portfolio
// file on disk) is `paths` empty and there's genuinely nothing to
// do. Do NOT tighten this to `file == null` - that would break the
// upgrade path.
if (app.portfolio.paths.len == 0) {
app.setStatus("No portfolio file to reload");
return;