Commit graph

95 commits

Author SHA1 Message Date
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
57d3b03623 unnoisy the tests 2026-05-08 12:30:48 -07:00
000f3febef transaction documentation 2026-05-07 14:50:08 -07:00
d4c944f1bb surface suspected account cash transfers through audit command 2026-05-07 14:32:36 -07:00
78c9afc2d8 initial transfer capability on contributions 2026-05-07 10:43:59 -07:00
3f0a40cea7 allow explicit pinning of snapshots and commits 2026-05-05 13:06:30 -07:00
ea1a88442a output ratio suggestions to reconcile Schwab direct indexing accounts 2026-05-04 15:14:37 -07:00
d472402680 add projections comparison to compare and projections commands 2026-05-02 11:29:55 -07:00
ac62b5bd1e rename "Conservative estimate" to "Projected return" 2026-05-02 11:16:32 -07:00
12cc8fb9e7 clear up the attributions output 2026-05-02 11:10:39 -07:00
17225326de clean up contributions command 2026-05-02 11:02:06 -07:00
8b6e10ea10 use new common cli helpers throughout 2026-05-01 16:22:19 -07:00
f7c6224a1b periodic review: projections --as-of, contributions --since, comparison and tui projections date picker 2026-05-01 15:59:17 -07:00
0bf44581e1 tui implementation of compare mode 2026-05-01 10:27:25 -07:00
b3542771b7 add new compare command (CLI only for now) 2026-05-01 08:52:43 -07:00
add0222ebc remove when column
it was marginal benefit before, and now fmp does not
even have the data, so not worth showing
2026-04-30 15:26:38 -07:00
a64308ee87 sort reverse chronological - now we have a lot more data 2026-04-30 15:23:45 -07:00
494177ca24 replace finnhub with fmp - finnhub data not correct 2026-04-30 15:22:52 -07:00
b241feeaf0 incorporate life events (e.g. social security) into projections 2026-04-30 10:10:44 -07:00
54efdc3e7c add total value to equity/fixed income display 2026-04-28 12:30:16 -07:00
ac9f5a78d3 fixed income vs equity on analysis 2026-04-28 10:48:59 -07:00
33d5d7cbb4 initial commit projections TUI tab 2026-04-28 10:30:13 -07:00
acdda0313d centralize portfolio load 2026-04-27 19:53:42 -07:00
5fb1cfe53c style projections based on need to rebalance portfolio 2026-04-27 17:56:42 -07:00
a8d78ee3c6 add CLI command for projections 2026-04-27 17:36:37 -07:00
8c9579d4e5 master audit command to do all the things 2026-04-25 14:58:37 -07:00
94494c60ee ai: merge multiple positions with price_ratio fields 2026-04-25 11:15:41 -07:00
1f8e10c0f3 add fidelity option matching and a summary including price ratio updates 2026-04-25 10:22:14 -07:00
a9321c343c ignore option mark to market in schwab 2026-04-25 09:07:13 -07:00
648a173fb1 print out server sync only once progress is made 2026-04-25 07:17:30 -07:00
8b010eb592 dedupe/centralize and add history view 2026-04-23 23:06:02 -07:00
9af99ef8c8 history view refactor 2026-04-23 16:02:34 -07:00
bc7605d0c6 filter non-stock totals by open-as-of 2026-04-23 07:24:49 -07:00
6ec6bd634b skip price_ratio on avg_cost fallback 2026-04-23 06:55:27 -07:00
f5432c83b8 add full snapshot processing test 2026-04-23 06:21:32 -07:00
fc0b2d9334 centralize calculation of effective price and market value 2026-04-23 05:45:39 -07:00
efb05801cb fix portfolio account totals/honor as_of date 2026-04-23 02:43:04 -07:00
9acf3115db dedup the snapshot loading function 2026-04-23 01:25:00 -07:00
d473179815 allow determining portfolio positions for a specific date 2026-04-23 00:36:22 -07:00
f99b9b041c use candles for pricing/implement --as-of parameter 2026-04-22 22:04:45 -07:00
67f2d4d7d0 flip columns 2026-04-22 15:34:43 -07:00
ee979eb794 initial commit for new portfolio history (UI will change) 2026-04-22 12:40:54 -07:00
05d2fce9a5 move snapshot types into a new model for reuse 2026-04-22 03:54:33 -07:00
75570419c5 enable early skip check when cache is fresh 2026-04-22 01:15:00 -07:00
edd9fc0c74 add snapshot command 2026-04-21 21:24:54 -07:00