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15 commits

Author SHA1 Message Date
9cea368f2c
initial implementation of projections actual (note TODO comments) 2026-05-13 13:05:01 -07:00
0987a61634
land date refactor (similar to money) 2026-05-12 21:40:32 -07:00
e62eb5f0a7
add new Money type with format helpers 2026-05-12 18:00:35 -07:00
bdd827734d
initial implementation of pre-retirement projections/accumulation phase 2026-05-12 16:37:28 -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
1839bce49b
add projections comparison to compare and projections commands 2026-05-02 11:29:55 -07:00
6e0861c5dd
rename "Conservative estimate" to "Projected return" 2026-05-02 11:16:32 -07:00
fef126471f
clean up contributions command 2026-05-02 11:02:06 -07:00
94311f6ff7
use new common cli helpers throughout
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2026-05-01 16:22:19 -07:00
d15939a9ad
periodic review: projections --as-of, contributions --since, comparison and tui projections date picker 2026-05-01 15:59:17 -07:00
8387692de1
incorporate life events (e.g. social security) into projections 2026-04-30 10:10:44 -07:00
c0b980146c
initial commit projections TUI tab 2026-04-28 10:30:13 -07:00
68392efec4
centralize portfolio load 2026-04-27 19:53:42 -07:00
4f75c2e006
style projections based on need to rebalance portfolio 2026-04-27 17:56:42 -07:00
6debed0d69
add CLI command for projections 2026-04-27 17:36:37 -07:00