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62 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
f9d2148c23
add ability to use imported history data 2026-05-12 10:52:43 -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
f9c7fa99e4
move ** -> @splat
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2026-05-08 12:36:12 -07:00
d15939a9ad
periodic review: projections --as-of, contributions --since, comparison and tui projections date picker 2026-05-01 15:59:17 -07:00
0aabdfb4f1
tui implementation of compare mode 2026-05-01 10:27:25 -07:00
8387692de1
incorporate life events (e.g. social security) into projections 2026-04-30 10:10:44 -07:00
c58edb4f1c
hide projections when not in portfolio mode 2026-04-28 15:54:21 -07:00
6ea0a58949
add graph and set up scrolling 2026-04-28 11:46:17 -07:00
c0b980146c
initial commit projections TUI tab 2026-04-28 10:30:13 -07:00
41208f3732
history view refactor 2026-04-23 16:02:34 -07:00
58c20a4de9
cleanup of _mod imports 2026-04-23 02:01:25 -07:00
b3ebc3f986
dedup the snapshot loading function 2026-04-23 01:25:00 -07:00
dac310e38e
initial tui history implementation 2026-04-23 00:32:18 -07:00
0cb3b2948b
use config defaults 2026-04-21 12:12:12 -07:00
6493a3745b
add contributions command
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2026-04-20 05:17:41 -07:00
249b5ec2c4
introduce ZFIN_HOME 2026-04-17 12:19:19 -07:00
518af59717
centralize accounts.srf loading 2026-04-11 09:51:25 -07:00
ddd47dad66
better account filter for interactive mode 2026-04-10 09:39:26 -07:00
9337c198f4
reuse common account filtering in portfolio 2026-04-09 17:41:25 -07:00
1f9f90357f
create a view model for options and cds that is reused between cli/tui 2026-03-31 17:02:32 -07:00
31dd551efe
allow for filtering by account (substantial change to calculations - seems ok) 2026-03-31 11:03:37 -07:00
057bca14a1
fixes for interactive symbol mode
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2026-03-20 14:18:39 -07:00
7144f60d10
rework the data load
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2026-03-20 09:48:03 -07:00
04882a4ff8
cache chart and use sliding windows on bollinger bands 2026-03-20 09:23:41 -07:00
35fc9101fd
clean up quote 2026-03-20 08:51:49 -07:00
b718c1ae39
remove stupid one-liners that are not called/rename self in tabs 2026-03-20 08:29:45 -07:00
621a8db0df
move loads into tabs 2026-03-20 08:18:21 -07:00
2bcb84dafa
clean up earnings 2026-03-20 08:12:53 -07:00
8ae9089975
full screen repaint when switching tabs 2026-03-19 14:43:27 -07:00
e29fb5b743
consolidate watchlist loading/use srf 2026-03-19 13:00:57 -07:00
38d9065f4f
windows support (theoretically) 2026-03-19 12:29:37 -07:00
8124ca0e88
ai: remove edit feature 2026-03-19 12:12:48 -07:00
4a3df7a05b
more clearly communicate intent for scroll_bottom 2026-03-19 12:08:39 -07:00
ff87505771
clean up handleInputKey 2026-03-19 11:46:29 -07:00
b66b9391a5
remove magic numbers 2026-03-19 11:30:12 -07:00
d442119d70
unconditional debounce 2026-03-19 11:12:43 -07:00
43ab8d1957
centralize movement logic/debounce mouse wheel on cursor tabs 2026-03-19 11:10:26 -07:00
863111d801
introduce chart state to hold the 13 chart state fields 2026-03-19 09:57:54 -07:00
21a45d5309
add comment on App 2026-03-19 09:44:20 -07:00
c5c7f13400
rearrange tui types 2026-03-19 09:42:19 -07:00
71f328b329
ai: refactor tui/fix options panic 2026-03-19 09:29:59 -07:00
e5cb7d2b32
uppercase the command line symbol name 2026-03-17 10:10:29 -07:00
36d096a938
enable ^L to repaint
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2026-03-17 09:50:46 -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
0ca05ed3b4
move isCusipLike / deal with default risk rate 2026-03-10 15:53:51 -07:00
3a6b6f1e26
upper case symbol from user 2026-03-10 15:18:12 -07:00
d187664494
clean up format.zig/remove it from exported module 2026-03-10 15:13:20 -07:00
71a5c548d5
title case for etf sectors, force upper case on symbol search 2026-03-06 15:11:04 -08:00