21 commits

Author	SHA1	Message	Date
Emil Lerch	e319313583	handle multiple portfolio paths - default file name portfolio*.srf	2026-05-21 14:04:59 -07:00
Emil Lerch	c300729887	create a set of fetch options and wire it into CLI for flags to work properly	2026-05-21 12:17:48 -07:00
Emil Lerch	c73b58f059	data refresh policy	2026-05-18 17:58:27 -07:00
Emil Lerch	d7e7b76933	add backtest and convergence to tui	2026-05-17 10:37:19 -07:00
Emil Lerch	9cea368f2c	initial implementation of projections actual (note TODO comments)	2026-05-13 13:05:01 -07:00
Emil Lerch	0987a61634	land date refactor (similar to money)	2026-05-12 21:40:32 -07:00
Emil Lerch	fad9be6ce8	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
Emil Lerch	1ab6fd8353	unnoisy the tests	2026-05-08 12:30:48 -07:00
Emil Lerch	10f54c24ad	allow explicit pinning of snapshots and commits	2026-05-05 13:06:30 -07:00
Emil Lerch	fef126471f	clean up contributions command	2026-05-02 11:02:06 -07:00
Emil Lerch	d15939a9ad	periodic review: projections --as-of, contributions --since, comparison and tui projections date picker	2026-05-01 15:59:17 -07:00
Emil Lerch	68392efec4	centralize portfolio load	2026-04-27 19:53:42 -07:00
Emil Lerch	4f75c2e006	style projections based on need to rebalance portfolio	2026-04-27 17:56:42 -07:00
Emil Lerch	74fa8d91fa	print out server sync only once progress is made	2026-04-25 07:17:30 -07:00
Emil Lerch	afcc24be5e	fix watchlist loading	2026-03-31 17:11:03 -07:00
Emil Lerch	7144f60d10	rework the data load	2026-03-20 09:48:03 -07:00
Emil Lerch	b4f3857cef	consolidate shared portfolio summary calculations	2026-03-19 13:28:18 -07:00
Emil Lerch	e29fb5b743	consolidate watchlist loading/use srf	2026-03-19 13:00:57 -07:00
Emil Lerch	d187664494	clean up format.zig/remove it from exported module	2026-03-10 15:13:20 -07:00
Emil Lerch	089e81df54	ai: provide fetch progress info when tui starts	2026-03-03 12:00:41 -08:00
Emil Lerch	313ef83065	restructure for single test binary/simplify Coverage module (drop to 30% thresh temp)	2026-03-01 09:04:56 -08:00

Renamed from src/cli/common.zig (Browse further)