style projections based on need to rebalance portfolio

src/commands/common.zig

@@ -34,6 +34,18 @@ pub fn setGainLoss(out: *std.Io.Writer, c: bool, value: f64) !void {
     }
 }
 
+/// Map a semantic StyleIntent to CLI ANSI color.
+pub fn setStyleIntent(out: *std.Io.Writer, c: bool, intent: fmt.StyleIntent) !void {
+    if (!c) return;
+    switch (intent) {
+        .normal => try reset(out, c),
+        .muted => try setFg(out, c, CLR_MUTED),
+        .positive => try setFg(out, c, CLR_POSITIVE),
+        .negative => try setFg(out, c, CLR_NEGATIVE),
+        .warning => try setFg(out, c, CLR_WARNING),
+    }
+}
+
 // ── Stderr helpers ───────────────────────────────────────────
 
 pub fn stderrPrint(msg: []const u8) !void {

src/commands/history.zig

@@ -346,9 +346,7 @@ fn renderWindowsBlock(out: *std.Io.Writer, color: bool, ws: timeline.WindowSet)
         switch (cells.style) {
             .positive => try cli.setFg(out, color, cli.CLR_POSITIVE),
             .negative => try cli.setFg(out, color, cli.CLR_NEGATIVE),
-            .muted => try cli.setFg(out, color, cli.CLR_MUTED),
-            // `normal` is unreachable in the windows block (build
-            // never emits it); no-op keeps the switch exhaustive.
+            .muted, .warning => try cli.setFg(out, color, cli.CLR_MUTED),
             .normal => {},
         }
 

src/commands/portfolio.zig

@@ -6,13 +6,7 @@ const views = @import("../views/portfolio_sections.zig");
 
 /// Map a semantic StyleIntent to CLI ANSI foreground color.
 fn setIntentFg(out: *std.Io.Writer, color: bool, intent: fmt.StyleIntent) !void {
-    if (!color) return;
-    switch (intent) {
-        .normal => try cli.reset(out, color),
-        .muted => try cli.setFg(out, color, cli.CLR_MUTED),
-        .positive => try cli.setFg(out, color, cli.CLR_POSITIVE),
-        .negative => try cli.setFg(out, color, cli.CLR_NEGATIVE),
-    }
+    try cli.setStyleIntent(out, color, intent);
 }
 
 pub fn run(allocator: std.mem.Allocator, svc: *zfin.DataService, file_path: []const u8, watchlist_path: ?[]const u8, force_refresh: bool, color: bool, out: *std.Io.Writer) !void {

src/commands/projections.zig

@@ -203,8 +203,8 @@ pub fn run(allocator: std.mem.Allocator, svc: *zfin.DataService, file_path: []co
         var note_buf: [128]u8 = undefined;
         if (view.fmtAllocationNote(&note_buf, user_config.target_stock_pct, stock_pct)) |note| {
             try out.print("\n", .{});
-            try cli.setFg(out, color, cli.CLR_MUTED);
-            try out.print("{s}\n", .{note});
+            try cli.setStyleIntent(out, color, note.style);
+            try out.print("{s}\n", .{note.text});
             try cli.reset(out, color);
         }
     }
@@ -269,7 +269,7 @@ fn writeReturnRow(out: *std.Io.Writer, color: bool, row: view.ReturnRow) !void {
 }
 
 fn writeCell(out: *std.Io.Writer, color: bool, cell: view.ReturnCell, width: usize) !void {
-    try setIntentFg(out, color, cell.style);
+    try cli.setStyleIntent(out, color, cell.style);
     switch (width) {
         8 => try out.print("{s: >8}", .{cell.text}),
         9 => try out.print("{s: >9}", .{cell.text}),
@@ -279,15 +279,6 @@ fn writeCell(out: *std.Io.Writer, color: bool, cell: view.ReturnCell, width: usi
     try cli.reset(out, color);
 }
 
-fn setIntentFg(out: *std.Io.Writer, color: bool, intent: view.StyleIntent) !void {
-    switch (intent) {
-        .normal => try cli.reset(out, color),
-        .muted => try cli.setFg(out, color, cli.CLR_MUTED),
-        .positive => try cli.setFg(out, color, cli.CLR_POSITIVE),
-        .negative => try cli.setFg(out, color, cli.CLR_NEGATIVE),
-    }
-}
-
 fn candleDate(c: zfin.Candle) zfin.Date {
     return c.date;
 }

src/format.zig

@@ -403,6 +403,7 @@ pub const StyleIntent = enum {
     muted, // dim/secondary (expired items)
     positive, // green (gains, premium received)
     negative, // red (losses, premium paid)
+    warning, // yellow (stale data, drift)
 };
 
 /// Summary of DRIP (dividend reinvestment) lots for a single ST or LT bucket.

src/tui/history_tab.zig

@@ -246,15 +246,7 @@ fn appendWindowsBlock(
             "  {s:<12}  {s:>18}  {s:>10}",
             .{ cells.label, cells.delta_str, cells.pct_str },
         );
-        const style: vaxis.Cell.Style = switch (cells.style) {
-            .positive => th.positiveStyle(),
-            .negative => th.negativeStyle(),
-            .muted => th.mutedStyle(),
-            // `normal` is unreachable in the windows block (build
-            // never emits it); fall back to content style to keep
-            // the switch exhaustive.
-            .normal => th.contentStyle(),
-        };
+        const style: vaxis.Cell.Style = th.styleFor(cells.style);
         try lines.append(arena, .{ .text = text, .style = style });
     }
 }

src/tui/portfolio_tab.zig

@@ -35,12 +35,7 @@ const gl_col_start: usize = col_end_market_value;
 
 /// Map a semantic StyleIntent to a platform-specific vaxis style.
 fn mapIntent(th: anytype, intent: fmt.StyleIntent) @import("vaxis").Style {
-    return switch (intent) {
-        .normal => th.contentStyle(),
-        .muted => th.mutedStyle(),
-        .positive => th.positiveStyle(),
-        .negative => th.negativeStyle(),
-    };
+    return th.styleFor(intent);
 }
 
 // ── Data loading ──────────────────────────────────────────────

src/tui/theme.zig

@@ -1,6 +1,7 @@
 const std = @import("std");
 const vaxis = @import("vaxis");
 const srf = @import("srf");
+const fmt = @import("../format.zig");
 
 pub const Color = [3]u8;
 
@@ -119,6 +120,17 @@ pub const Theme = struct {
         return .{ .fg = vcolor(self.warning), .bg = vcolor(self.bg) };
     }
 
+    /// Map a semantic StyleIntent to a vaxis style.
+    pub fn styleFor(self: Theme, intent: fmt.StyleIntent) vaxis.Style {
+        return switch (intent) {
+            .normal => self.contentStyle(),
+            .muted => self.mutedStyle(),
+            .positive => self.positiveStyle(),
+            .negative => self.negativeStyle(),
+            .warning => self.warningStyle(),
+        };
+    }
+
     pub fn barFillStyle(self: Theme) vaxis.Style {
         return .{ .fg = vcolor(self.bar_fill), .bg = vcolor(self.bg) };
     }

src/views/projections.zig

@@ -108,21 +108,41 @@ pub fn fmtHorizonLabel(buf: []u8, horizon: u16) []const u8 {
 
 // ── Allocation summary ─────────────────────────────────────────
 
-/// Format the target allocation note line.
+/// Result of formatting the allocation note.
+pub const AllocationNote = struct {
+    text: []const u8,
+    style: StyleIntent,
+};
+
+/// Format the target allocation note line with drift-aware styling.
 /// Returns null if no target is configured.
-pub fn fmtAllocationNote(buf: []u8, target_stock_pct: ?f64, current_stock_pct: f64) ?[]const u8 {
+///
+/// Drift thresholds:
+///   - Within 2%: "on target" (muted)
+///   - 2–5% off: warning
+///   - Over 5% off: negative
+pub fn fmtAllocationNote(buf: []u8, target_stock_pct: ?f64, current_stock_pct: f64) ?AllocationNote {
     const target = target_stock_pct orelse return null;
     const current = current_stock_pct * 100;
-    const diff = current - target;
+    const drift = @abs(current - target);
 
-    if (@abs(diff) < 2.0) {
-        return std.fmt.bufPrint(buf, "Target allocation: {d:.0}% stocks / {d:.0}% bonds  (current: {d:.1}% \u{2014} on target)", .{
+    const style: StyleIntent = if (drift < 2.0)
+        .muted
+    else if (drift < 5.0)
+        .warning
+    else
+        .negative;
+
+    const text = if (drift < 2.0)
+        std.fmt.bufPrint(buf, "Target allocation: {d:.0}% stocks / {d:.0}% bonds  (current: {d:.1}% \u{2014} on target)", .{
             target, 100.0 - target, current,
-        }) catch null;
-    }
-    return std.fmt.bufPrint(buf, "Target allocation: {d:.0}% stocks / {d:.0}% bonds  (current: {d:.1}%)", .{
-        target, 100.0 - target, current,
-    }) catch null;
+        }) catch return null
+    else
+        std.fmt.bufPrint(buf, "Target allocation: {d:.0}% stocks / {d:.0}% bonds  (current: {d:.1}%)", .{
+            target, 100.0 - target, current,
+        }) catch return null;
+
+    return .{ .text = text, .style = style };
 }
 
 /// Format the stock benchmark label with weight (e.g. "SPY (83.8% weight)").
@@ -168,14 +188,23 @@ test "fmtAllocationNote on target" {
     var buf: [128]u8 = undefined;
     const note = fmtAllocationNote(&buf, 77, 0.768);
     try std.testing.expect(note != null);
-    try std.testing.expect(std.mem.indexOf(u8, note.?, "on target") != null);
+    try std.testing.expect(note.?.style == .muted);
+    try std.testing.expect(std.mem.indexOf(u8, note.?.text, "on target") != null);
 }
 
 test "fmtAllocationNote off target" {
     var buf: [128]u8 = undefined;
     const note = fmtAllocationNote(&buf, 77, 0.85);
     try std.testing.expect(note != null);
-    try std.testing.expect(std.mem.indexOf(u8, note.?, "on target") == null);
+    try std.testing.expect(note.?.style == .negative); // >5% drift
+    try std.testing.expect(std.mem.indexOf(u8, note.?.text, "on target") == null);
+}
+
+test "fmtAllocationNote warning range" {
+    var buf: [128]u8 = undefined;
+    const note = fmtAllocationNote(&buf, 77, 0.80);
+    try std.testing.expect(note != null);
+    try std.testing.expect(note.?.style == .warning); // 3% drift, in 2-5% range
 }
 
 test "fmtAllocationNote no target" {