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28 commits

Author SHA1 Message Date
d7e7b76933
add backtest and convergence to tui 2026-05-17 10:37:19 -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
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
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
c0b980146c
initial commit projections TUI tab 2026-04-28 10:30:13 -07:00
4f75c2e006
style projections based on need to rebalance portfolio 2026-04-27 17:56:42 -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
b1c80180bb
remove anytype 2026-03-20 10:58:44 -07:00
b162708055
consolidate drip summary 2026-03-19 13:04:20 -07:00
38d9065f4f
windows support (theoretically) 2026-03-19 12:29:37 -07:00
7a907fcc8d
s_per_min in format.zig
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Generic zig build / build (push) Successful in 48s
2026-03-17 10:28:57 -07:00
0ca05ed3b4
move isCusipLike / deal with default risk rate 2026-03-10 15:53:51 -07:00
d187664494
clean up format.zig/remove it from exported module 2026-03-10 15:13:20 -07:00
543be9733e
finish service.zig cleanup 2026-03-10 13:40:06 -07:00
c65ebb9384
utilize srf library from/to most concrete types 2026-03-04 17:10:01 -08:00
52337ab5a9
title case sector in enrich command 2026-03-03 12:27:23 -08:00
6d9374ab77
move isCusipLike to a more generic place 2026-03-01 12:45:26 -08:00
facc233976
ai: deduplicate cli/tli display functions 2026-03-01 11:57:29 -08:00
a582228765
ai: add tests to tui 2026-03-01 11:22:37 -08:00
5aed55665c
ai: add illiquid assets 2026-02-26 15:51:55 -08:00
ec3da78241
ai: display labels from notes if provided on CUSIP securities 2026-02-26 15:32:59 -08:00
bbb11c29e1
ai: portfolio sorting 2026-02-26 14:10:19 -08:00
529143cf49
ai: bring cli and tui to near parity 2026-02-26 07:40:51 -08:00