Commit graph

292 commits

Author SHA1 Message Date
a0715b615c
document methodology differences between history and projections 2026-05-16 14:37:30 -07:00
ad81adf05d
add trailing returns for the week 2026-05-16 13:40:25 -07:00
03b07bc07e
add horizon/event metric and resolve todo 2026-05-16 13:22:38 -07:00
adf33b9e21
add todo items after review of full application surface 2026-05-16 13:07:29 -07:00
ddb50923ca
fix issue with single security reported twice on fidelity accounts 2026-05-16 13:06:43 -07:00
63adf6c517
update docs 2026-05-16 12:44:12 -07:00
3c0e8a3f4d
update TODO
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2026-05-16 12:20:13 -07:00
3ff42591ad
complete tui.zig architectural refactor 2026-05-16 12:01:53 -07:00
e301757311
move tab-modals into tabs from global 2026-05-15 17:47:23 -07:00
15ae2cbf20
begin cleanup on remaining tab/app separation of concerns 2026-05-15 17:05:59 -07:00
0c3ddd1ffc
get tab-scoped keys into the default keys output 2026-05-15 15:28:50 -07:00
8dc01e81ae
add more tests in tui tabs 2026-05-15 15:18:46 -07:00
cdf6b9d6e1
extract help logic from presentation/add tests 2026-05-15 13:59:36 -07:00
ca6683feef
portfolio tab help cleanup 2026-05-15 13:40:24 -07:00
db70b1f924
begin help cleanup 2026-05-15 13:17:33 -07:00
15a3304e19
remove remaining tab-specific keybindings from global space and introduce compile-time checking for conflicts 2026-05-15 11:43:35 -07:00
9a132f89a5
migrate portfolio tab to new keybindings 2026-05-15 11:29:59 -07:00
dda56e3c97
migrate projections tab to new keybindings 2026-05-15 10:59:24 -07:00
4b4b954a64
migrate options tab to new keybindings 2026-05-15 10:53:27 -07:00
0b2dad0cf1
migrate history tab to new keybindings 2026-05-15 10:50:22 -07:00
23a11ddded
add scoped bindings support in keys.srf 2026-05-15 10:31:42 -07:00
126ad53fd5
add function for tab local key dispatch and ctrl+f/ctrl+b keybinds 2026-05-15 09:40:02 -07:00
bb0bb64da1
derive tab labels 2026-05-15 08:54:50 -07:00
2cc1c4d05e
derive tab states from tab modules/remove file level imports 2026-05-15 08:33:32 -07:00
53f80a28db
migrate portfolio tab to new framework 2026-05-15 08:06:34 -07:00
d4d09f73d2
migrate projections tab to new framework 2026-05-14 22:43:28 -07:00
61dd86dc9a
migrate history tab to new framework 2026-05-14 18:29:37 -07:00
d4d8961eff
perf -> performance 2026-05-14 14:52:53 -07:00
4761de9d28
move most tabs to new framework 2026-05-14 14:50:36 -07:00
b6372a33de
migrate earnings tab to new framework 2026-05-14 11:47:47 -07:00
2ed34e6c10
add TUI framework foundation
We're going to move to an interface-like pattern for tabs to remove a
lot of shared state and UI logic from tui.zig to the individual tabs. It
is not a full interface like Allocator because we do not need dynamic
dispatch here...the tabs are still known by tui.zig. This gives us the
ability to perform comptime evaluation and adherence to the spec.
2026-05-14 10:49:33 -07:00
dc956a2b8d
add overlay information to README 2026-05-13 13:07:10 -07:00
bacc01d9f4
add accumulation SWR todo 2026-05-13 13:06:19 -07:00
9cea368f2c
initial implementation of projections actual (note TODO comments) 2026-05-13 13:05:01 -07:00
cbb32727d8
adding previously ignored example files 2026-05-13 11:15:04 -07:00
c3d796c8a9
let direct indexing ratio be precise 2026-05-12 21:42:13 -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
d94ffb3410
add additional data in examples/ directories 2026-05-12 17:26:24 -07:00
bdd827734d
initial implementation of pre-retirement projections/accumulation phase 2026-05-12 16:37:28 -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
b75381a9bd
update todo.md 2026-05-08 15:02:44 -07:00
86cf60447f
nag when data is stale 2026-05-08 14:47:31 -07:00
f9c7fa99e4
move ** -> @splat
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2026-05-08 12:36:12 -07:00
1ab6fd8353
unnoisy the tests 2026-05-08 12:30:48 -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
f605e1f764
add age-based horizon to projections 2026-05-08 11:40:33 -07:00
a26470f46a
transaction documentation 2026-05-07 14:50:08 -07:00