Commit graph

189 commits

Author SHA1 Message Date
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
415123f6a6 single code path for portfolio loading 2026-05-23 08:44:46 -07:00
e6728e9507 import merge capabilities 2026-05-23 08:09:31 -07:00
4b5063e974 initial wells fargo parsing implementation 2026-05-21 16:14:38 -07:00
8b470ccb22 initial implementation of import command 2026-05-21 15:18:23 -07:00
aa3ad5fe91 split audit by brokerage in prep for import command 2026-05-21 14:50:24 -07:00
b92447b8e7 handle multiple portfolio paths - default file name portfolio*.srf 2026-05-21 14:04:59 -07:00
c925a1a07c fix tui command line args and make benchmarks configurable 2026-05-21 12:40:18 -07:00
c410bf97b1 create a set of fetch options and wire it into CLI for flags to work properly 2026-05-21 12:17:48 -07:00
e1b99d63b6 remove frequency and add ability to "upgrade" fields 2026-05-20 16:00:13 -07:00
1311948fa1 rectify price return calculations with Tiingo data 2026-05-20 11:47:57 -07:00
3e18610768 export chart as png 2026-05-19 14:18:53 -07:00
51a2721ef3 user visible error rather than crash on projections --vs <date> with imported data 2026-05-19 13:37:08 -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
7769155e76 clean up excessive numbers of parameters 2026-05-19 09:49:12 -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
6407ecfbb8 finish CLI framework refactor: per-command --help, delegate help to modules, cleanup 2026-05-18 17:15:47 -07:00
f2a374f2b5 migrate projections to new cli framework (restore audit command functionally) 2026-05-18 17:12:29 -07:00
4c4611cc97 migrate contributions to new cli framework 2026-05-18 17:07:50 -07:00
3d2777e922 migrate compare to new cli framework 2026-05-18 17:04:18 -07:00
f409c7c180 migrate audit to new cli framework 2026-05-18 16:44:43 -07:00
177016a153 migrate snapshot to new cli framework 2026-05-18 16:42:45 -07:00
a4be58fa05 migrate analysis to new cli framework 2026-05-18 16:40:11 -07:00
9f7e77dec9 migrate portfolio to new cli framework 2026-05-18 16:37:36 -07:00
c572f6be63 migrate milestones to new cli framework 2026-05-18 16:05:21 -07:00
b3207684a7 migrate history to new cli framework 2026-05-18 16:02:02 -07:00
f4fb09f90f migrate enrich to new cli framework 2026-05-18 15:52:44 -07:00
ef21be8603 migrate version to new cli framework 2026-05-18 15:47:06 -07:00
722ddc0e98 migrate cache to new cli framework 2026-05-18 15:41:27 -07:00
9813d951d9 migrate simple commands to new cli framework 2026-05-17 20:45:28 -07:00
f3a6a95eb2 add new TimeRange struct for handling all time specs in cli 2026-05-17 17:50:12 -07:00
5d63e89607 add cli command framework 2026-05-17 17:49:33 -07:00
42a4297177 add backtest and convergence to tui 2026-05-17 10:37:19 -07:00
ddf32e36da initial projections back test 2026-05-16 19:20:54 -07:00
1b7b3992ba document difference between live and snapshot when on weekends 2026-05-16 15:36:22 -07:00
3b70275845 document methodology differences between history and projections 2026-05-16 14:37:30 -07:00
0fff54ac52 add horizon/event metric and resolve todo 2026-05-16 13:22:38 -07:00
b0ef25f1e0 fix issue with single security reported twice on fidelity accounts 2026-05-16 13:06:43 -07:00
cf948d607b initial implementation of projections actual (note TODO comments) 2026-05-13 13:05:01 -07:00
0b22277544 let direct indexing ratio be precise 2026-05-12 21:42:13 -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
3615c4caf8 initial implementation of pre-retirement projections/accumulation phase 2026-05-12 16:37:28 -07:00
2616209614 add ability to use imported history data 2026-05-12 10:52:43 -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
91bdd1d648 move ** -> @splat 2026-05-08 12:36:12 -07:00