Commit graph

21 commits

Author SHA1 Message Date
a3cfc4e4d2 portfolio loading fixes + full lint pass 2026-05-23 09:51:55 -07:00
b92447b8e7 handle multiple portfolio paths - default file name portfolio*.srf 2026-05-21 14:04:59 -07:00
f50928f1c5 user-errors management...any non-user error panics like before 2026-05-19 12:28:05 -07:00
1e1e62846b remove redundant validations 2026-05-19 10:02:47 -07:00
7769155e76 clean up excessive numbers of parameters 2026-05-19 09:49:12 -07:00
f2f0b53009 data refresh policy 2026-05-18 17:58:27 -07:00
825419c7c3 rework framework to something much more sane 2026-05-18 17:39:19 -07:00
3d2777e922 migrate compare to new cli framework 2026-05-18 17:04:18 -07:00
1b7b3992ba document difference between live and snapshot when on weekends 2026-05-16 15:36:22 -07:00
0fff54ac52 add horizon/event metric and resolve todo 2026-05-16 13:22:38 -07:00
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
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
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
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