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81 commits

Author SHA1 Message Date
60a42dd4ba
allow optional open date/open price for cash and watch 2026-09-24 08:52:36 -07:00
433b83e78f
fix flaky tests 2026-09-24 08:29:06 -07:00
41dd290648
update docs with clearer explanation of what is actually happening
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2026-09-20 13:12:03 -07:00
ca3bd11110
cadence aware dividend refreshes (note this will net increase polygon fetching) 2026-09-19 07:43:05 -07:00
0964da08d5
comments and additional tests 2026-08-28 11:41:53 -07:00
df204a3eb2
support external provider
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2026-08-28 11:02:18 -07:00
a14b1ba4bc
fix/document non-default benchmark stock/bond 2026-08-27 08:01:50 -07:00
18fc52383c
clean up error output
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2026-08-19 16:32:06 -07:00
5ae4065d9e
better errors for malformed portfolio files 2026-08-19 15:45:02 -07:00
c15ea92b0d
fix forward-announced ex-dates masking real restatement work
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2026-08-19 13:53:50 -07:00
12eace86b2
clean separation of user vs machine-edited srf files 2026-08-19 13:52:48 -07:00
337d346421
fix stale provider doc comments 2026-08-17 19:43:11 -07:00
7163610b8e
restate adj_close when a corporate action goes ex 2026-08-17 18:26:36 -07:00
6c75ebf1ec
stop convergence to Yahoo for equity coverage 2026-08-17 16:48:39 -07:00
a9b923f766
add server refresh command 2026-08-13 16:15:22 -07:00
26a7112572
add diagnose command, properly handle demand tracked vs always refreshed symbols 2026-08-11 17:49:10 -07:00
97c4e3a2e8
add zfin cache refresh command to force re-download 2026-08-11 12:26:52 -07:00
a91e5b0495
allow doctor to see stale cache items 2026-08-11 11:02:21 -07:00
79326cf41b
add a zfin cache stale command to find out of date candle data 2026-08-11 09:49:39 -07:00
2da30b2474
cacheKeys function in cache.zig 2026-08-10 16:35:29 -07:00
cd053b9a78
watchlist, benchmark symbols, and portfolio symbols refreshed in all the places 2026-08-10 15:22:45 -07:00
48b422cba4
stock split handling 2026-07-06 12:29:50 -07:00
a15b9cf471
count a negative cache entry as cache - we will never see data from this provider 2026-06-30 16:38:48 -07:00
72e874f052
add jitter to earnings
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2026-06-25 16:12:31 -07:00
c3c990fa68
market-aware ttl 2026-06-25 14:46:08 -07:00
d619091831
full emdash (and other) scrub 2026-06-25 10:13:25 -07:00
cd2ccb4c43
add label field, let notes field be strictly for notes 2026-06-24 16:13:47 -07:00
a875fc3b32
fix memory leak in earnings tab 2026-06-24 10:52:38 -07:00
609f3aacd2
resolve TODO surrounding cache ttl on supplementary providers 2026-06-24 10:45:55 -07:00
c832ecf1bf
add doctor command 2026-06-20 16:53:01 -07:00
78ffecba4f
remove remaining AlphaVantage code 2026-06-16 19:44:30 -07:00
867f9afb8c
add cusip to etf profile 2026-06-16 16:57:27 -07:00
2245176cb0
srf parsing optimizations 2026-06-11 15:28:36 -07:00
b6050bb653
explicit allocator parameters in cache store/service tier, store arena in TUI PortfolioData 2026-06-10 15:43:57 -07:00
fdd0c97480
switch to parse_allocator = .none (fix production segfaults)
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2026-06-02 15:16:11 -07:00
4639edd813
defensive tests for double free seen in prod 2026-06-01 12:09:28 -07:00
f54faf4732
add jitter to splits and dividends 2026-06-01 11:57:48 -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
52afd75696 update srf/wire edgar and wikidata into service 2026-05-29 12:23:43 -07:00
cc2087fd07 add Edgar/Wikidata providers that will replace AlphaVantage 2026-05-27 10:14:06 -07:00
dfd64bf511 introduce jitter capabilities to ttl in prep for new data types in store 2026-05-26 10:53:38 -07:00
a3cfc4e4d2 portfolio loading fixes + full lint pass 2026-05-23 09:51:55 -07:00
126c00c856 allow for fuzzy matching on dividends to account for provider reporting differences 2026-05-21 08:26:58 -07:00
e1b99d63b6 remove frequency and add ability to "upgrade" fields 2026-05-20 16:00:13 -07:00
ebf10fcf94 allow tiingo to merge in dividends/splits not captured by primary provider 2026-05-20 15:20:44 -07:00
80a00009d8 land date refactor (similar to money) 2026-05-12 21:40:32 -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
832ce93155 check etag header if present, give a single retry on body validation error 2026-05-08 12:21:31 -07:00
d9c00b6bcb more robuster error capturing - looks like torn srf is in http transit 2026-05-08 11:50:50 -07:00
2ac1d30c37 address symptom of Torn SRF files while we track this down 2026-05-02 10:07:59 -07:00