Commit graph

42 commits

Author SHA1 Message Date
b7bb2c85d7
fix yahoo provider prev close computation 2026-06-26 22:35:08 -07:00
d619091831
full emdash (and other) scrub 2026-06-25 10:13:25 -07:00
a875fc3b32
fix memory leak in earnings tab 2026-06-24 10:52:38 -07:00
9139c36e09
wire tiingo to rate limiter 2026-06-19 15:10:49 -07:00
8860efb371
delint/get basic async checks working 2026-06-11 20:41:21 -07:00
60435b645f
lower polygon limit - seeing 429s in logs 2026-06-01 12:22:46 -07:00
b9416dab7f
delint polygon 2026-06-01 12:21:24 -07:00
95d57d43ec
fix(polygon): clear next_url between free and re-assign in pagination 2026-06-01 12:14:55 -07:00
2306e1a9c9 add analysis bucketing 2026-05-30 11:29:46 -07:00
7fb674f467 enrich enrich command, remove AlphaVantage
This (huge) commit pulls out AlphaVantage in favor of utilizing
Wikidata and SEC EDGAR data sources (both free). It uses some
built-in heuristics to fill in gaps, and it is not 100% (never
will be), but should get close enough to allow hand-editing of
metadata.srf afterwords without too much labor
2026-05-30 10:40:34 -07:00
52afd75696 update srf/wire edgar and wikidata into service 2026-05-29 12:23:43 -07:00
cc2087fd07 add Edgar/Wikidata providers that will replace AlphaVantage 2026-05-27 10:14:06 -07:00
56e462fae9 surface data gaps in alphavantage through enrich 2026-05-24 10:28:54 -07:00
e1b99d63b6 remove frequency and add ability to "upgrade" fields 2026-05-20 16:00:13 -07:00
ebf10fcf94 allow tiingo to merge in dividends/splits not captured by primary provider 2026-05-20 15:20:44 -07:00
80a00009d8 land date refactor (similar to money) 2026-05-12 21:40:32 -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
494177ca24 replace finnhub with fmp - finnhub data not correct 2026-04-30 15:22:52 -07:00
cad05657fe ai: refactor tui/fix options panic 2026-03-19 09:29:59 -07:00
94188ae4a9 add tiingo provider as primary for candles 2026-03-17 08:52:25 -07:00
de6138b991 get more conservative with twelvedata 2026-03-11 16:03:23 -07:00
b0c5dc3e21 add Yahoo finance into the mix for candles and quotes 2026-03-11 15:31:17 -07:00
6cde9e67b9 api.finnhub.io supports TLS 1.3 - curl fallback removed 2026-03-10 14:09:31 -07:00
20c91deb3d store.zig refactored and reviewed 2026-03-09 16:58:12 -07:00
5a408a90dd add comment explaining why the 5k is good 2026-03-06 16:50:41 -08:00
8a2991a184 use std.json for the json formatting 2026-03-06 16:42:50 -08:00
c6c112ed31 fix fetchQuote idiocy 2026-03-06 16:35:57 -08:00
990d3cd244 move the curl fallback mess into http.zig 2026-03-06 16:29:33 -08:00
b6a21c1f31 remove unused polygon candle fetching 2026-03-06 16:02:12 -08:00
a53c1e293f remove unused provider interface stuff 2026-03-06 15:56:09 -08:00
808ffa9be8 remove dead options code from finnhub provider 2026-03-06 15:19:10 -08:00
b5af45bf5a introduce deinit on Dividend 2026-03-06 14:59:14 -08:00
eba3965683 add tests to providers/consolidate common json utilities 2026-03-06 14:52:06 -08:00
46862519b6 ai: remove most manual type conversion in favor of srf 2026-03-06 10:59:33 -08:00
471c8639d8 utilize srf library from/to most concrete types 2026-03-04 17:10:01 -08:00
5207b0410b rate limiter refactor 2026-03-03 13:52:53 -08:00
8f8744d781 ai: skip fetch only if price:: set but no ticker:: alias 2026-03-01 13:09:06 -08:00
acfd1ac769 move isCusipLike to a more generic place 2026-03-01 12:45:26 -08:00
7d48dcdd5f ai: portfolio analysis 2026-02-26 18:43:07 -08:00
35982375da ai: add illiquid assets 2026-02-26 15:51:55 -08:00
1222692bb0 ai: bring cli and tui to near parity 2026-02-26 07:40:51 -08:00
47a8f4b600 ai generated, functional, no code review yet 2026-02-25 14:10:27 -08:00