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40 commits

Author SHA1 Message Date
60e2f438c2
portfolio loading fixes + full lint pass 2026-05-23 09:51:55 -07:00
16048489dd
allow for fuzzy matching on dividends to account for provider reporting differences
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2026-05-21 08:26:58 -07:00
fe28949757
remove frequency and add ability to "upgrade" fields
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2026-05-20 16:00:13 -07:00
d9f2e8404b
allow tiingo to merge in dividends/splits not captured by primary provider 2026-05-20 15:20:44 -07:00
0987a61634
land date refactor (similar to money) 2026-05-12 21:40:32 -07:00
fad9be6ce8
upgrade to zig 0.16.0
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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
896347692c
check etag header if present, give a single retry on body validation error 2026-05-08 12:21:31 -07:00
42b8ff1b38
more robuster error capturing - looks like torn srf is in http transit 2026-05-08 11:50:50 -07:00
7a05d53dc9
address symptom of Torn SRF files while we track this down 2026-05-02 10:07:59 -07:00
90ed1dabd3
use atomic file writes for data pulling from server 2026-05-01 08:53:14 -07:00
ecadfb492d
more measured fallback and logging
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2026-03-24 18:57:22 -07:00
ee9d749a6f
disable twelvedata candles due to inconsistent dividend handling 2026-03-24 18:17:19 -07:00
b1c80180bb
remove anytype 2026-03-20 10:58:44 -07:00
5c19fc894b
logging and tests 2026-03-20 10:39:38 -07:00
1cd775c27e
refactor risk module/better sharpe ratios/adjust valuation for covered calls
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2026-03-17 09:45:30 -07:00
2846b7f3a3
add tiingo provider as primary for candles 2026-03-17 08:52:25 -07:00
7ba1df8ba9
make price ratio non-null
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2026-03-11 15:34:47 -07:00
f8a9607bc9
add Yahoo finance into the mix for candles and quotes 2026-03-11 15:31:17 -07:00
f637740c13
allow setting price ratio 2026-03-11 15:09:56 -07:00
ab76693367
implement a server cache sync 2026-03-11 13:01:37 -07:00
e6ff204a54
Change candle TTL to 23h, 45m for cron jitter/update README
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2026-03-11 11:26:09 -07:00
7eba504ed8
retry logic on 429 2026-03-10 08:37:00 -07:00
e0129003e6
store.zig refactored and reviewed 2026-03-09 16:58:12 -07:00
189d09720b
use srf parsing/conversion in porfolio 2026-03-09 10:03:31 -07:00
44dfafd574
move to srf iterator/bail early when possible 2026-03-09 09:56:42 -07:00
0a2dd47f3e
use a candle metadata file for current price, append only to candle data 2026-03-06 18:04:45 -08:00
f87021b57e
update cache timings for dividends/splits 2026-03-06 16:14:45 -08:00
6a680a2381
switch earnings cache ttl to 30 days + day after earnings 2026-03-06 15:24:24 -08:00
14df3b1050
fix segfault 2026-03-06 15:13:33 -08:00
3d679f9d75
introduce deinit on Dividend 2026-03-06 14:59:14 -08:00
57b0811ecd
ai: remove most manual type conversion in favor of srf 2026-03-06 10:59:33 -08:00
c65ebb9384
utilize srf library from/to most concrete types 2026-03-04 17:10:01 -08:00
f7505936d2
special case for last close 2026-02-27 14:08:26 -08:00
2b62827bdb
avoid mtime for cache decisions 2026-02-27 13:50:38 -08:00
d6007e4305
ai: store sentinal on failed fetch so we do not eat api limits 2026-02-27 13:40:29 -08:00
5aed55665c
ai: add illiquid assets 2026-02-26 15:51:55 -08:00
635e0931f9
ai: show failing stocks, include on portfolio 2026-02-26 12:57:17 -08:00
7d72fe734c
ai: handle drip investments 2026-02-26 10:06:27 -08:00
bec1dcff2c
ai: options, cds, cash and bug fixes 2026-02-26 08:52:35 -08:00
18827be200
ai generated, functional, no code review yet 2026-02-25 14:10:27 -08:00