30 commits

Author	SHA1	Message	Date
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	b75381a9bd	update todo.md	2026-05-08 15:02:44 -07:00
Emil Lerch	86cf60447f	nag when data is stale	2026-05-08 14:47:31 -07:00
Emil Lerch	a26470f46a	transaction documentation	2026-05-07 14:50:08 -07:00
Emil Lerch	8a09d904e2	output ratio suggestions to reconcile Schwab direct indexing accounts	2026-05-04 15:14:37 -07:00
Emil Lerch	f007a1d350	update TODOs	2026-05-02 11:33:48 -07:00
Emil Lerch	7a05d53dc9	address symptom of Torn SRF files while we track this down	2026-05-02 10:07:59 -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	0c08cdda6c	replace finnhub with fmp - finnhub data not correct	2026-04-30 15:22:52 -07:00
Emil Lerch	25d763e306	update todo list	2026-04-30 10:14:40 -07:00
Emil Lerch	c0b980146c	initial commit projections TUI tab	2026-04-28 10:30:13 -07:00
Emil Lerch	d6b45b0318	fixes for analysis processing	2026-04-27 16:49:27 -07:00
Emil Lerch	77cc69efe0	ai: merge multiple positions with price_ratio fields	2026-04-25 11:15:41 -07:00
Emil Lerch	d9ce5b7082	add zig 0.16.0 to todo	2026-04-14 16:43:08 -07:00
Emil Lerch	ad38fe75c9	update TODO.md	2026-04-11 10:27:50 -07:00
Emil Lerch	f55af318f2	add todo	2026-04-09 17:33:55 -07:00
Emil Lerch	1cdf228fc1	update todo	2026-03-20 08:58:48 -07:00
Emil Lerch	ea7da4ad5d	add concept of "quick switch to last selected security" to todo	2026-03-19 09:41:29 -07:00
Emil Lerch	51c7dc9fdd	remove perf comparison ideal from TODO	2026-03-17 10:20:31 -07:00
Emil Lerch	e93d24c6d7	update todo.md	2026-03-17 10:12:54 -07:00
Emil Lerch	e5cb7d2b32	uppercase the command line symbol name	2026-03-17 10:10:29 -07:00
Emil Lerch	b248461034	update todo.md	2026-03-17 10:07:37 -07:00
Emil Lerch	36d096a938	enable ^L to repaint	2026-03-17 09:50:46 -07:00
Emil Lerch	1cd775c27e	refactor risk module/better sharpe ratios/adjust valuation for covered calls	2026-03-17 09:45:30 -07:00
Emil Lerch	724a13a012	centralize annualized return calc	2026-03-12 09:58:00 -07:00
Emil Lerch	f8a9607bc9	add Yahoo finance into the mix for candles and quotes	2026-03-11 15:31:17 -07:00
Emil Lerch	195b660f61	update todos	2026-03-11 15:06:21 -07:00
Emil Lerch	85e098ea24	add todo about the server cache	2026-03-11 13:20:13 -07:00
Emil Lerch	c50ba0124f	capture additional review in todo.txt	2026-03-10 15:57:29 -07:00
Emil Lerch	0ca05ed3b4	move isCusipLike / deal with default risk rate	2026-03-10 15:53:51 -07:00