Commit graph

19 commits

Author SHA1 Message Date
195933176f umbrella insurance in analysis command 2026-05-31 10:04:31 -07:00
2306e1a9c9 add analysis bucketing 2026-05-30 11:29:46 -07:00
7fb674f467 enrich enrich command, remove AlphaVantage
This (huge) commit pulls out AlphaVantage in favor of utilizing
Wikidata and SEC EDGAR data sources (both free). It uses some
built-in heuristics to fill in gaps, and it is not 100% (never
will be), but should get close enough to allow hand-editing of
metadata.srf afterwords without too much labor
2026-05-30 10:40:34 -07:00
a3cfc4e4d2 portfolio loading fixes + full lint pass 2026-05-23 09:51:55 -07:00
415123f6a6 single code path for portfolio loading 2026-05-23 08:44:46 -07:00
987f472226 clean up tui tab framework 2026-05-19 10:22:50 -07:00
0d934b4565 complete tui.zig architectural refactor 2026-05-16 12:01:53 -07:00
58b23c9fd1 derive tab labels 2026-05-15 08:54:50 -07:00
dd6fad9184 move most tabs to new framework 2026-05-14 14:50:36 -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
54efdc3e7c add total value to equity/fixed income display 2026-04-28 12:30:16 -07:00
ac9f5a78d3 fixed income vs equity on analysis 2026-04-28 10:48:59 -07:00
efb05801cb fix portfolio account totals/honor as_of date 2026-04-23 02:43:04 -07:00
e68372036d cleanup of _mod imports 2026-04-23 02:01:25 -07:00
d4b40cbe5c better account filter for interactive mode 2026-04-10 09:39:26 -07:00
376000731b file path seperators 2026-04-09 17:33:41 -07:00
9610d773b0 remove stupid one-liners that are not called/rename self in tabs 2026-03-20 08:29:45 -07:00
cad05657fe ai: refactor tui/fix options panic 2026-03-19 09:29:59 -07:00