Commit graph

38 commits

Author SHA1 Message Date
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
d0d1fd8a91 move tab-modals into tabs from global 2026-05-15 17:47:23 -07:00
f6cb902708 begin cleanup on remaining tab/app separation of concerns 2026-05-15 17:05:59 -07:00
7483da30ac add more tests in tui tabs 2026-05-15 15:18:46 -07:00
7ff1d4f833 portfolio tab help cleanup 2026-05-15 13:40:24 -07:00
4d538cc24a begin help cleanup 2026-05-15 13:17:33 -07:00
816653e812 migrate portfolio tab to new keybindings 2026-05-15 11:29:59 -07:00
58b23c9fd1 derive tab labels 2026-05-15 08:54:50 -07:00
492774c04e migrate portfolio tab to new framework 2026-05-15 08:06:34 -07:00
afe9eacf1d migrate projections tab to new framework 2026-05-14 22:43:28 -07:00
dd6fad9184 move most tabs to new framework 2026-05-14 14:50:36 -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
91bdd1d648 move ** -> @splat 2026-05-08 12:36:12 -07:00
f7c6224a1b periodic review: projections --as-of, contributions --since, comparison and tui projections date picker 2026-05-01 15:59:17 -07:00
b241feeaf0 incorporate life events (e.g. social security) into projections 2026-04-30 10:10:44 -07:00
5fb1cfe53c style projections based on need to rebalance portfolio 2026-04-27 17:56:42 -07:00
94494c60ee ai: merge multiple positions with price_ratio fields 2026-04-25 11:15:41 -07:00
e68372036d cleanup of _mod imports 2026-04-23 02:01:25 -07:00
8c3435cd96 net worth calc 2026-04-21 13:32:42 -07:00
03fd64958b centralize portfolio value 2026-04-11 10:17:29 -07:00
d4b40cbe5c better account filter for interactive mode 2026-04-10 09:39:26 -07:00
922b3d604e reuse common account filtering in portfolio 2026-04-09 17:41:25 -07:00
4e0270c884 create a view model for options and cds that is reused between cli/tui 2026-03-31 17:02:32 -07:00
3ea39d3c31 options and cd display cleanup (TUI) 2026-03-31 15:47:36 -07:00
db6a101e32 allow for filtering by account (substantial change to calculations - seems ok) 2026-03-31 11:03:37 -07:00
92ce2f449d fixes for interactive symbol mode 2026-03-20 14:18:39 -07:00
9610d773b0 remove stupid one-liners that are not called/rename self in tabs 2026-03-20 08:29:45 -07:00
0099edcb10 portfolio cli/tui cleanup 2026-03-19 14:25:13 -07:00
5756934d6e consolidate shared portfolio summary calculations 2026-03-19 13:28:18 -07:00
04358e5561 consolidate drip summary 2026-03-19 13:04:20 -07:00
ccdbfdeac2 remove old comment/reuse symbols 2026-03-19 12:50:51 -07:00
1f6b66da80 remove magic numbers 2026-03-19 11:30:12 -07:00
b4a2fe216f rearrange tui types 2026-03-19 09:42:19 -07:00
cad05657fe ai: refactor tui/fix options panic 2026-03-19 09:29:59 -07:00