Commit graph

52 commits

Author SHA1 Message Date
e6728e9507 import merge capabilities 2026-05-23 08:09:31 -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
614e789d18 update todos 2026-05-21 12:44:14 -07:00
7cc220657b add todo regarding cache ttl on old merge data 2026-05-21 08:41:52 -07:00
3e18610768 export chart as png 2026-05-19 14:18:53 -07:00
4d1587fb37 get appropriate zoom level when overlaying actuals on the projections chart 2026-05-19 13:58:57 -07:00
6c32e94ab4 use adjClose for charting 2026-05-19 13:43:52 -07:00
51a2721ef3 user visible error rather than crash on projections --vs <date> with imported data 2026-05-19 13:37:08 -07:00
9131cdb62e reorder tabs 2026-05-19 13:30:21 -07:00
ae9b014e94 update todo 2026-05-19 13:13:54 -07:00
3b02c97153 update todo 2026-05-18 17:16:41 -07:00
5667492461 remove the "next up" from todo 2026-05-17 10:44:57 -07:00
42a4297177 add backtest and convergence to tui 2026-05-17 10:37:19 -07:00
1b7b3992ba document difference between live and snapshot when on weekends 2026-05-16 15:36:22 -07:00
1f71b1c6f3 add trailing returns for the week 2026-05-16 13:40:25 -07:00
0fff54ac52 add horizon/event metric and resolve todo 2026-05-16 13:22:38 -07:00
7fac66f00b add todo items after review of full application surface 2026-05-16 13:07:29 -07:00
b0ef25f1e0 fix issue with single security reported twice on fidelity accounts 2026-05-16 13:06:43 -07:00
cd342e3f60 update TODO 2026-05-16 12:20:13 -07:00
bff4569665 add accumulation SWR todo 2026-05-13 13:06:19 -07:00
cf948d607b initial implementation of projections actual (note TODO comments) 2026-05-13 13:05:01 -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
a611c20f54 update todo.md 2026-05-08 15:02:44 -07:00
24dd862abc nag when data is stale 2026-05-08 14:47:31 -07:00
000f3febef transaction documentation 2026-05-07 14:50:08 -07:00
ea1a88442a output ratio suggestions to reconcile Schwab direct indexing accounts 2026-05-04 15:14:37 -07:00
2238733de7 update TODOs 2026-05-02 11:33:48 -07:00
2ac1d30c37 address symptom of Torn SRF files while we track this down 2026-05-02 10:07:59 -07:00
f7c6224a1b periodic review: projections --as-of, contributions --since, comparison and tui projections date picker 2026-05-01 15:59:17 -07:00
494177ca24 replace finnhub with fmp - finnhub data not correct 2026-04-30 15:22:52 -07:00
ab1539444d update todo list 2026-04-30 10:14:40 -07:00
33d5d7cbb4 initial commit projections TUI tab 2026-04-28 10:30:13 -07:00
e6bd38d4c3 fixes for analysis processing 2026-04-27 16:49:27 -07:00
94494c60ee ai: merge multiple positions with price_ratio fields 2026-04-25 11:15:41 -07:00
8604747cfd add zig 0.16.0 to todo 2026-04-14 16:43:08 -07:00
c3a8f971cc update TODO.md 2026-04-11 10:27:50 -07:00
401ecfe68d add todo 2026-04-09 17:33:55 -07:00
951892e979 update todo 2026-03-20 08:58:48 -07:00
4014203e4c add concept of "quick switch to last selected security" to todo 2026-03-19 09:41:29 -07:00
62ee9b3e32 remove perf comparison ideal from TODO 2026-03-17 10:20:31 -07:00
b7e2ca7759 update todo.md 2026-03-17 10:12:54 -07:00
f6fb2a67a5 uppercase the command line symbol name 2026-03-17 10:10:29 -07:00
d801fa0fe4 update todo.md 2026-03-17 10:07:37 -07:00
c58cdab98e enable ^L to repaint 2026-03-17 09:50:46 -07:00
5acce9d0bf refactor risk module/better sharpe ratios/adjust valuation for covered calls 2026-03-17 09:45:30 -07:00
b50091bd82 centralize annualized return calc 2026-03-12 09:58:00 -07:00
b0c5dc3e21 add Yahoo finance into the mix for candles and quotes 2026-03-11 15:31:17 -07:00
898de91343 update todos 2026-03-11 15:06:21 -07:00
2b2c840795 add todo about the server cache 2026-03-11 13:20:13 -07:00