Commit graph

26 commits

Author SHA1 Message Date
4761de9d28
move most tabs to new framework 2026-05-14 14:50:36 -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
fad9be6ce8
upgrade to zig 0.16.0
All checks were successful
Generic zig build / build (push) Successful in 2m20s
Generic zig build / deploy (push) Successful in 27s
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
All checks were successful
Generic zig build / build (push) Successful in 1m57s
Generic zig build / deploy (push) Successful in 17s
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
8387692de1
incorporate life events (e.g. social security) into projections 2026-04-30 10:10:44 -07:00
4f75c2e006
style projections based on need to rebalance portfolio 2026-04-27 17:56:42 -07:00
77cc69efe0
ai: merge multiple positions with price_ratio fields
All checks were successful
Generic zig build / build (push) Successful in 1m48s
Generic zig build / deploy (push) Successful in 15s
2026-04-25 11:15:41 -07:00
58c20a4de9
cleanup of _mod imports 2026-04-23 02:01:25 -07:00
b3c1751eb6
net worth calc 2026-04-21 13:32:42 -07:00
3171be6f70
centralize portfolio value 2026-04-11 10:17:29 -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
9de40e8219
options and cd display cleanup (TUI) 2026-03-31 15:47:36 -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
All checks were successful
Generic zig build / build (push) Successful in 32s
2026-03-20 14:18:39 -07:00
b718c1ae39
remove stupid one-liners that are not called/rename self in tabs 2026-03-20 08:29:45 -07:00
88241b2c7b
portfolio cli/tui cleanup 2026-03-19 14:25:13 -07:00
b4f3857cef
consolidate shared portfolio summary calculations 2026-03-19 13:28:18 -07:00
b162708055
consolidate drip summary 2026-03-19 13:04:20 -07:00
46bf34fd1c
remove old comment/reuse symbols 2026-03-19 12:50:51 -07:00
b66b9391a5
remove magic numbers 2026-03-19 11:30:12 -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