clean up analysis

src/commands/analysis.zig

@@ -4,9 +4,7 @@ const cli = @import("common.zig");
 const fmt = cli.fmt;
 
 /// CLI `analysis` command: show portfolio analysis breakdowns.
-pub fn run(allocator: std.mem.Allocator, config: zfin.Config, svc: *zfin.DataService, file_path: []const u8, color: bool, out: *std.Io.Writer) !void {
-    _ = config;
-
+pub fn run(allocator: std.mem.Allocator, svc: *zfin.DataService, file_path: []const u8, color: bool, out: *std.Io.Writer) !void {
     // Load portfolio
     const file_data = std.fs.cwd().readFileAlloc(allocator, file_path, 10 * 1024 * 1024) catch {
         try cli.stderrPrint("Error: Cannot read portfolio file\n");
@@ -23,11 +21,12 @@ pub fn run(allocator: std.mem.Allocator, config: zfin.Config, svc: *zfin.DataSer
     const positions = try portfolio.positions(allocator);
     defer allocator.free(positions);
 
-    // Build prices map from cache
+    const syms = try portfolio.stockSymbols(allocator);
+    defer allocator.free(syms);
+
+    // Build prices from cache
     var prices = std.StringHashMap(f64).init(allocator);
     defer prices.deinit();
-
-    // First pass: try cached candle prices
     for (positions) |pos| {
         if (pos.shares <= 0) continue;
         if (svc.getCachedCandles(pos.symbol)) |cs| {
@@ -37,15 +36,16 @@ pub fn run(allocator: std.mem.Allocator, config: zfin.Config, svc: *zfin.DataSer
             }
         }
     }
-    // Build fallback prices for symbols without cached candle data
-    var manual_price_set = try zfin.valuation.buildFallbackPrices(allocator, portfolio.lots, positions, &prices);
-    defer manual_price_set.deinit();
 
-    var summary = zfin.valuation.portfolioSummary(allocator, portfolio, positions, prices, manual_price_set) catch {
-        try cli.stderrPrint("Error computing portfolio summary.\n");
-        return;
+    // Build summary via shared pipeline
+    var pf_data = cli.buildPortfolioData(allocator, portfolio, positions, syms, &prices, svc) catch |err| switch (err) {
+        error.NoAllocations, error.SummaryFailed => {
+            try cli.stderrPrint("Error computing portfolio summary.\n");
+            return;
+        },
+        else => return err,
     };
-    defer summary.deinit(allocator);
+    defer pf_data.deinit(allocator);
 
     // Load classification metadata
     const dir_end = if (std.mem.lastIndexOfScalar(u8, file_path, '/')) |idx| idx + 1 else 0;
@@ -78,10 +78,10 @@ pub fn run(allocator: std.mem.Allocator, config: zfin.Config, svc: *zfin.DataSer
 
     var result = zfin.analysis.analyzePortfolio(
         allocator,
-        summary.allocations,
+        pf_data.summary.allocations,
         cm,
         portfolio,
-        summary.total_value,
+        pf_data.summary.total_value,
         acct_map_opt,
     ) catch {
         try cli.stderrPrint("Error computing analysis.\n");
@@ -101,51 +101,22 @@ pub fn display(result: zfin.analysis.AnalysisResult, file_path: []const u8, colo
     try cli.reset(out, color);
     try out.print("========================================\n\n", .{});
 
-    // Asset Class
-    try cli.setBold(out, color);
-    try cli.setFg(out, color, cli.CLR_HEADER);
-    try out.print("  Asset Class\n", .{});
-    try cli.reset(out, color);
-    try printBreakdownSection(out, result.asset_class, label_width, bar_width, color);
+    const sections = [_]struct { items: []const zfin.analysis.BreakdownItem, title: []const u8 }{
+        .{ .items = result.asset_class, .title = "  Asset Class" },
+        .{ .items = result.sector, .title = "  Sector (Equities)" },
+        .{ .items = result.geo, .title = "  Geographic" },
+        .{ .items = result.account, .title = "  By Account" },
+        .{ .items = result.tax_type, .title = "  By Tax Type" },
+    };
 
-    // Sector
-    if (result.sector.len > 0) {
-        try out.print("\n", .{});
+    for (sections, 0..) |sec, si| {
+        if (si > 0 and sec.items.len == 0) continue;
+        if (si > 0) try out.print("\n", .{});
         try cli.setBold(out, color);
         try cli.setFg(out, color, cli.CLR_HEADER);
-        try out.print("  Sector (Equities)\n", .{});
+        try out.print("{s}\n", .{sec.title});
         try cli.reset(out, color);
-        try printBreakdownSection(out, result.sector, label_width, bar_width, color);
-    }
-
-    // Geographic
-    if (result.geo.len > 0) {
-        try out.print("\n", .{});
-        try cli.setBold(out, color);
-        try cli.setFg(out, color, cli.CLR_HEADER);
-        try out.print("  Geographic\n", .{});
-        try cli.reset(out, color);
-        try printBreakdownSection(out, result.geo, label_width, bar_width, color);
-    }
-
-    // By Account
-    if (result.account.len > 0) {
-        try out.print("\n", .{});
-        try cli.setBold(out, color);
-        try cli.setFg(out, color, cli.CLR_HEADER);
-        try out.print("  By Account\n", .{});
-        try cli.reset(out, color);
-        try printBreakdownSection(out, result.account, label_width, bar_width, color);
-    }
-
-    // Tax Type
-    if (result.tax_type.len > 0) {
-        try out.print("\n", .{});
-        try cli.setBold(out, color);
-        try cli.setFg(out, color, cli.CLR_HEADER);
-        try out.print("  By Tax Type\n", .{});
-        try cli.reset(out, color);
-        try printBreakdownSection(out, result.tax_type, label_width, bar_width, color);
+        try printBreakdownSection(out, sec.items, label_width, bar_width, color);
     }
 
     // Unclassified

src/main.zig

@@ -211,7 +211,7 @@ pub fn main() !u8 {
                 break;
             }
         }
-        try commands.analysis.run(allocator, config, &svc, analysis_file, color, out);
+        try commands.analysis.run(allocator, &svc, analysis_file, color, out);
     } else {
         try cli.stderrPrint("Unknown command. Run 'zfin help' for usage.\n");
         return 1;