Commit graph

26 commits

Author SHA1 Message Date
f2f0b53009 data refresh policy 2026-05-18 17:58:27 -07:00
825419c7c3 rework framework to something much more sane 2026-05-18 17:39:19 -07:00
f409c7c180 migrate audit to new cli framework 2026-05-18 16:44:43 -07:00
b0ef25f1e0 fix issue with single security reported twice on fidelity accounts 2026-05-16 13:06:43 -07:00
0b22277544 let direct indexing ratio be precise 2026-05-12 21:42:13 -07:00
80a00009d8 land date refactor (similar to money) 2026-05-12 21:40:32 -07:00
dc8451065d add new Money type with format helpers 2026-05-12 18:00:35 -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
d4c944f1bb surface suspected account cash transfers through audit command 2026-05-07 14:32:36 -07:00
ea1a88442a output ratio suggestions to reconcile Schwab direct indexing accounts 2026-05-04 15:14:37 -07:00
8b6e10ea10 use new common cli helpers throughout 2026-05-01 16:22:19 -07:00
8c9579d4e5 master audit command to do all the things 2026-04-25 14:58:37 -07:00
94494c60ee ai: merge multiple positions with price_ratio fields 2026-04-25 11:15:41 -07:00
1f8e10c0f3 add fidelity option matching and a summary including price ratio updates 2026-04-25 10:22:14 -07:00
a9321c343c ignore option mark to market in schwab 2026-04-25 09:07:13 -07:00
6ec6bd634b skip price_ratio on avg_cost fallback 2026-04-23 06:55:27 -07:00
fc0b2d9334 centralize calculation of effective price and market value 2026-04-23 05:45:39 -07:00
4b1989c91a clean up audit: centralize money market detection and load portfolio prices 2026-04-21 12:43:07 -07:00
04ea95f21f add contributions command 2026-04-20 05:17:41 -07:00
38ce7e288d introduce ZFIN_HOME 2026-04-17 12:19:19 -07:00
03fd64958b centralize portfolio value 2026-04-11 10:17:29 -07:00
59760a1da8 centralize accounts.srf loading 2026-04-11 09:51:25 -07:00
a9e14f7eb5 better heuristics on cash-like thingies 2026-04-10 09:50:22 -07:00
dc5d81ac80 make ux more useful 2026-04-10 08:38:51 -07:00
26fd846c8e add schwab summary and account level audit 2026-04-10 08:02:57 -07:00
a1aec7be6a add audit command (fidelity only for now) 2026-04-09 17:33:02 -07:00