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27 commits

Author SHA1 Message Date
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
77cc69efe0
ai: merge multiple positions with price_ratio fields
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2026-04-25 11:15:41 -07:00
c89e93c243
filter non-stock totals by open-as-of 2026-04-23 07:24:49 -07:00
b1055cbdd3
skip price_ratio on avg_cost fallback 2026-04-23 06:55:27 -07:00
d3f2f15a2d
centralize calculation of effective price and market value 2026-04-23 05:45:39 -07:00
1ef8ffd10d
allow determining portfolio positions for a specific date 2026-04-23 00:36:22 -07:00
7f8e430b59
clean up audit: centralize money market detection and load portfolio prices 2026-04-21 12:43:07 -07:00
fbe8320399
clean up performance.zig 2026-04-21 12:34:10 -07:00
5b0af2486c
add unit tests for account valuation 2026-04-11 10:22:03 -07:00
3171be6f70
centralize portfolio value 2026-04-11 10:17:29 -07:00
f3f9a20824
add audit command (fidelity only for now) 2026-04-09 17:33:02 -07:00
1cd775c27e
refactor risk module/better sharpe ratios/adjust valuation for covered calls
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Generic zig build / build (push) Successful in 33s
2026-03-17 09:45:30 -07:00
7ba1df8ba9
make price ratio non-null
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Generic zig build / build (push) Successful in 29s
2026-03-11 15:34:47 -07:00
f637740c13
allow setting price ratio 2026-03-11 15:09:56 -07:00
0ca05ed3b4
move isCusipLike / deal with default risk rate 2026-03-10 15:53:51 -07:00
e0129003e6
store.zig refactored and reviewed 2026-03-09 16:58:12 -07:00
c65ebb9384
utilize srf library from/to most concrete types 2026-03-04 17:10:01 -08:00
9819c93cfe
update pnl -> gain_loss 2026-03-03 13:32:56 -08:00
ea6ac524bb
ai: skip fetch only if price:: set but no ticker:: alias 2026-03-01 13:09:06 -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
635e0931f9
ai: show failing stocks, include on portfolio 2026-02-26 12:57:17 -08:00
7d72fe734c
ai: handle drip investments 2026-02-26 10:06:27 -08:00
bec1dcff2c
ai: options, cds, cash and bug fixes 2026-02-26 08:52:35 -08:00
18827be200
ai generated, functional, no code review yet 2026-02-25 14:10:27 -08:00