Commit graph

28 commits

Author SHA1 Message Date
0882e6321f
contributions to consider shares purchased with cash in account 2026-06-27 11:40:58 -07:00
097fe68d35
additional tests/bump coverage floor 2026-06-25 14:46:09 -07:00
7e9261f92f
add in-kind transfer capability 2026-06-25 13:49:29 -07:00
d619091831
full emdash (and other) scrub 2026-06-25 10:13:25 -07:00
9c06d25da3
scrub git env variables from all tests 2026-06-24 11:08:37 -07:00
b6050bb653
explicit allocator parameters in cache store/service tier, store arena in TUI PortfolioData 2026-06-10 15:43:57 -07:00
a48dc47837
use lot calculations instead of reinventing the wheel
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2026-06-06 15:07:28 -07:00
4a5a3612e3 tweak tests 2026-05-23 11:25:39 -07:00
4bb29f1432 fix transaction log matcher reflecting real world usage 2026-05-23 11:25:12 -07:00
a3cfc4e4d2 portfolio loading fixes + full lint pass 2026-05-23 09:51:55 -07:00
f50928f1c5 user-errors management...any non-user error panics like before 2026-05-19 12:28:05 -07:00
1e1e62846b remove redundant validations 2026-05-19 10:02:47 -07:00
f2f0b53009 data refresh policy 2026-05-18 17:58:27 -07:00
825419c7c3 rework framework to something much more sane 2026-05-18 17:39:19 -07:00
4c4611cc97 migrate contributions to new cli framework 2026-05-18 17:07:50 -07:00
80a00009d8 land date refactor (similar to money) 2026-05-12 21:40:32 -07:00
dc8451065d add new Money type with format helpers 2026-05-12 18:00:35 -07:00
53b807d12e upgrade to zig 0.16.0
IO-as-an-interface refactor across the codebase. The big shifts:
- std.io → std.Io, std.fs → std.Io.Dir/File, std.process.Child → spawn/run.
- Juicy Main: pub fn main(init: std.process.Init) gives gpa, io, arena,
  environ_map up front. main.zig + the build/ scripts use it directly.
- Threading io through everywhere that touches the outside world (HTTP,
  files, stderr, sleep, terminal detection). Functions taking `io` now
  announce side effects at the call site — the smell is the feature.
- date math takes `as_of: Date`, not `today: Date`. Caller resolves
  `--as-of` flag vs wall-clock at the boundary; the function operates
  on whatever date it's given. Every "today" parameter renamed and
  the as_of: ?Date + today: Date pattern collapsed.
- now_s: i64 (or before_s/after_s pairs) for sub-second metadata
  fields like snapshot captured_at, audit cadence, formatAge/fmtTimeAgo.
  Also pure and testable.
- legitimate Timestamp.now callers (cache TTL math, FetchResult
  timestamps, rate limiter, per-frame TUI "now" captures) gain
  `// wall-clock required: ...` comments justifying the read.

Test discovery: replaced the local refAllDeclsRecursive with bare
std.testing.refAllDecls(@This()). Sema-pulling main.zig's top-level
decls reaches every test file transitively through the import graph;
no explicit _ = @import(...) lines needed.

Cleanup along the way:
- Dropped DataService.allocator()/io() accessor methods; renamed the
  fields to drop the base_ prefix. Callers use self.allocator and
  self.io directly.
- Dropped now-vestigial io parameters from buildSnapshot,
  analyzePortfolio, compareSchwabSummary, compareAccounts,
  buildPortfolioData, divs.display, quote.display, parsePortfolioOpts,
  aggregateLiveStocks, renderEarningsLines, capitalGainsIndicator,
  aggregateDripLots, printLotRow, portfolio.display, printSnapNote.
- Dropped the unused contributions.computeAttribution date-form
  wrapper (only computeAttributionSpec is called).
- formatAge/fmtTimeAgo take (before_s, after_s) instead of io and
  reading the clock internally.
- parseProjectionsConfig uses an internal stack-buffer
  FixedBufferAllocator instead of an allocator parameter.
- ThreadSafeAllocator wrappers in cache concurrency tests dropped
  (0.16's DebugAllocator is thread-safe by default).
- analyzePortfolio bug surfaced by the rename: snapshot.zig was
  passing wall-clock today instead of as_of, mis-valuing cash/CDs
  for historical backfills.

83 new unit tests added due to removal of IO, bringing coverage from 58%
-> 64%
2026-05-09 22:40:33 -07:00
000f3febef transaction documentation 2026-05-07 14:50:08 -07:00
d4c944f1bb surface suspected account cash transfers through audit command 2026-05-07 14:32:36 -07:00
78c9afc2d8 initial transfer capability on contributions 2026-05-07 10:43:59 -07:00
3f0a40cea7 allow explicit pinning of snapshots and commits 2026-05-05 13:06:30 -07:00
ea1a88442a output ratio suggestions to reconcile Schwab direct indexing accounts 2026-05-04 15:14:37 -07:00
17225326de clean up contributions command 2026-05-02 11:02:06 -07:00
8b6e10ea10 use new common cli helpers throughout 2026-05-01 16:22:19 -07:00
f7c6224a1b periodic review: projections --as-of, contributions --since, comparison and tui projections date picker 2026-05-01 15:59:17 -07:00
281a49cdde move git out of contributions 2026-04-21 13:13:49 -07:00
04ea95f21f add contributions command 2026-04-20 05:17:41 -07:00