Commit graph

55 commits

Author SHA1 Message Date
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
ddf32e36da initial projections back test 2026-05-16 19:20:54 -07:00
cf948d607b initial implementation of projections actual (note TODO comments) 2026-05-13 13:05:01 -07:00
80a00009d8 land date refactor (similar to money) 2026-05-12 21:40:32 -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
24dd862abc nag when data is stale 2026-05-08 14:47:31 -07:00
78c9afc2d8 initial transfer capability on contributions 2026-05-07 10:43:59 -07:00
c21ff84758 begin transfer log 2026-05-06 22:10:13 -07:00
3f0a40cea7 allow explicit pinning of snapshots and commits 2026-05-05 13:06:30 -07:00
d472402680 add projections comparison to compare and projections commands 2026-05-02 11:29:55 -07:00
f7c6224a1b periodic review: projections --as-of, contributions --since, comparison and tui projections date picker 2026-05-01 15:59:17 -07:00
b3542771b7 add new compare command (CLI only for now) 2026-05-01 08:52:43 -07:00
6293a02c59 handle write failed due to piping through commands like head 2026-04-30 15:27:08 -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
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
9af99ef8c8 history view refactor 2026-04-23 16:02:34 -07:00
72632344ee use arena allocator for cli commands 2026-04-23 06:38:09 -07:00
ee979eb794 initial commit for new portfolio history (UI will change) 2026-04-22 12:40:54 -07:00
edd9fc0c74 add snapshot command 2026-04-21 21:24:54 -07:00
7f01e57b4f use config defaults 2026-04-21 12:12:12 -07:00
f610b81474 add version command 2026-04-21 11:53:00 -07:00
04ea95f21f add contributions command 2026-04-20 05:17:41 -07:00
38ce7e288d introduce ZFIN_HOME 2026-04-17 12:19:19 -07:00
26fd846c8e add schwab summary and account level audit 2026-04-10 08:02:57 -07:00
a1aec7be6a add audit command (fidelity only for now) 2026-04-09 17:33:02 -07:00
787acf05ec autodetect watchlist in cwd 2026-03-31 17:14:39 -07:00
64621429f9 cache command updates 2026-03-21 08:45:27 -07:00
85828fc851 clean up analysis 2026-03-20 08:40:04 -07:00
0099edcb10 portfolio cli/tui cleanup 2026-03-19 14:25:13 -07:00
9b246893bf upper case symbol from user 2026-03-10 15:18:12 -07:00
d2867a58e8 clean up format.zig/remove it from exported module 2026-03-10 15:13:20 -07:00