Commit graph

31 commits

Author SHA1 Message Date
f50928f1c5 user-errors management...any non-user error panics like before 2026-05-19 12:28:05 -07:00
1e1e62846b remove redundant validations 2026-05-19 10:02:47 -07:00
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
9f7e77dec9 migrate portfolio to new cli framework 2026-05-18 16:37:36 -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
91bdd1d648 move ** -> @splat 2026-05-08 12:36:12 -07:00
8b6e10ea10 use new common cli helpers throughout 2026-05-01 16:22:19 -07:00
acdda0313d centralize portfolio load 2026-04-27 19:53:42 -07:00
5fb1cfe53c style projections based on need to rebalance portfolio 2026-04-27 17:56:42 -07:00
8c3435cd96 net worth calc 2026-04-21 13:32:42 -07:00
4e0270c884 create a view model for options and cds that is reused between cli/tui 2026-03-31 17:02:32 -07:00
678c70467a rework the data load 2026-03-20 09:48:03 -07:00
0099edcb10 portfolio cli/tui cleanup 2026-03-19 14:25:13 -07:00
5756934d6e consolidate shared portfolio summary calculations 2026-03-19 13:28:18 -07:00
04358e5561 consolidate drip summary 2026-03-19 13:04:20 -07:00
a9af5f1fa4 consolidate watchlist loading/use srf 2026-03-19 13:00:57 -07:00
ccdbfdeac2 remove old comment/reuse symbols 2026-03-19 12:50:51 -07:00
5acce9d0bf refactor risk module/better sharpe ratios/adjust valuation for covered calls 2026-03-17 09:45:30 -07:00
868fcd98d3 move isCusipLike / deal with default risk rate 2026-03-10 15:53:51 -07:00
d2867a58e8 clean up format.zig/remove it from exported module 2026-03-10 15:13:20 -07:00
471c8639d8 utilize srf library from/to most concrete types 2026-03-04 17:10:01 -08:00
ecf3d71d97 update pnl -> gain_loss 2026-03-03 13:32:56 -08:00
fed140b2bc ai: provide fetch progress info when tui starts 2026-03-03 12:00:41 -08:00
145b02c0bf add market value of lots to CLI/TUI display 2026-03-02 08:58:34 -08:00
7288d74d4f ai: restore progress in CLI/add to TUI 2026-03-02 08:42:30 -08:00
2a6d85cf25 ai: fix and centralize portfolio value calculation 2026-03-02 08:35:36 -08:00
390fd73497 ai: deduplicate cli/tli display functions 2026-03-01 11:57:29 -08:00
a738ef46c4 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/commands/portfolio.zig (Browse further)