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a966eed026
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d7917473e8
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9 changed files with 814 additions and 61 deletions
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@ -338,7 +338,21 @@ Portfolio Audit (brokerage is source of truth)
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- **Brokerage-only** rows are holdings missing from your portfolio.
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- A share or value **delta** flags a count or price mismatch.
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`--verbose` prints the full comparison even when everything reconciles.
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When the flagless audit finds an export that covers several accounts, it
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only shows a table for the accounts with something to look at. That
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includes muted rows: an account whose only difference is a stale price
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still gets its table. The other accounts are named on one line, so you
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can see they were checked, and the totals still include them:
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```
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2 more accounts, no discrepancies: Sample IRA, Sample Trust
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Total: portfolio $412,350.00 brokerage $412,670.40 delta +$320.40
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```
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`--verbose` shows a table for every account, and prints the full
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comparison even when everything reconciles. The explicit flags
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(`--schwab FILE` etc.) always show every account in the file.
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### Discrepancies, and which ones are muted
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@ -18,7 +18,7 @@ discrepancies.
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| Flag | Effect |
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|-----------------------|---------------------------------------------------------------------------------------------|
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| `--verbose` | Show full reconciliation output even when clean. |
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| `--verbose` | Show a table for every account, not just mismatched ones, even when clean. |
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| `--stale-days <N>` | Manual-price staleness threshold (default 3). |
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| `--fidelity <CSV>` | Fidelity positions CSV ("All accounts" -> Positions tab -> Download). |
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| `--schwab <CSV>` | Schwab positions CSV: one account, or "All Brokerage Accounts". |
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@ -34,6 +34,12 @@ unmatched accounts on one "not in accounts.srf, not reconciled" line,
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and one with no matched accounts at all is skipped as another
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portfolio's. See [how accounts are matched](../../guides/audit-against-brokerage.md#how-accounts-are-matched).
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When the flagless audit reconciles a discovered export, only accounts
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with a discrepancy get a full table. The rest of that export's accounts
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are named on one "N more accounts, no discrepancies" line, and the
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totals still cover all of them. `--verbose` and the explicit brokerage
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flags show a table for every account.
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The hygiene check also flags newly-appeared lots worth at least
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$10,000 in a **Large new lots - confirm source** section, so you can
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confirm whether each is a real contribution or an unrecorded transfer.
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@ -488,6 +488,15 @@ pub fn compareAccounts(
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const br_price: ?f64 = if (bp.quantity) |q| if (bp.current_value) |v| if (q != 0) v / q else null else null else null;
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// Nothing in the portfolio for this row. A broker cash line
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// that is itself (near) zero is agreement, not a holding the
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// portfolio is missing: Schwab always emits a "Cash & Cash
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// Investments" row, even at $0.00, and cash rows carry no
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// quantity, so without this a fully-invested account with no
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// cash lot showed a "Brokerage only" mismatch that
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// `has_discrepancies` (value delta $0) disagreed with.
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const zero_cash_row = bp.is_cash and @abs(bp_value) < cash_tolerance;
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try comparisons.append(allocator, .{
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.symbol = bp.symbol,
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.portfolio_shares = pf_shares,
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@ -502,7 +511,7 @@ pub fn compareAccounts(
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.is_option = is_option,
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.is_cd = is_cd,
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.cd_allowance = cd_allowance,
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.only_in_brokerage = pf_shares == 0 and pf_value == 0,
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.only_in_brokerage = pf_shares == 0 and pf_value == 0 and !zero_cash_row,
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.only_in_portfolio = false,
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});
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}
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@ -1366,6 +1375,58 @@ test "compareAccounts: no cash row and no portfolio cash stays silent" {
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}
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}
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test "compareAccounts: a $0.00 broker cash row with no cash lot is agreement, not brokerage-only" {
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const allocator = std.testing.allocator;
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// Schwab emits its "Cash & Cash Investments" line even for a fully
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// invested account. With no cash lot in the portfolio, both sides
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// say zero - which used to render as a counted "Brokerage only"
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// mismatch while `has_discrepancies` said the account was clean.
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var lots = [_]portfolio_mod.Lot{
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.{ .symbol = "VTI", .shares = 100, .open_date = Date.fromYmd(2024, 1, 1), .open_price = 200, .account = "Sample IRA" },
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};
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const portfolio = portfolio_mod.Portfolio{ .lots = &lots, .allocator = allocator };
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var entries = [_]analysis.AccountTaxEntry{
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.{ .account = "Sample IRA", .tax_type = .traditional, .institution = "schwab", .account_number = "1234" },
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};
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const acct_map = analysis.AccountMap{ .entries = &entries, .allocator = allocator };
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var prices = std.StringHashMap(f64).init(allocator);
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defer prices.deinit();
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try prices.put("VTI", 300);
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const Case = struct { cash: f64, flagged: bool };
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// $0.00 and sub-penny agree; a real balance with no lot is still
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// brokerage-only cash the portfolio is missing.
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const cases = [_]Case{
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.{ .cash = 0, .flagged = false },
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.{ .cash = 0.004, .flagged = false },
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.{ .cash = 50, .flagged = true },
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};
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for (cases) |c| {
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var brokerage = [_]BrokeragePosition{
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.{ .account_number = "1234", .account_name = "Sample_IRA", .symbol = "VTI", .description = "", .quantity = 100, .current_value = 30000, .cost_basis = 20000, .is_cash = false },
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.{ .account_number = "1234", .account_name = "Sample_IRA", .symbol = "Cash & Cash Investments", .description = "", .quantity = null, .current_value = c.cash, .cost_basis = null, .is_cash = true },
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};
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const results = try compareAccounts(allocator, portfolio, &brokerage, acct_map, "schwab", prices, Date.fromYmd(2026, 8, 1));
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defer {
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for (results) |r| allocator.free(r.comparisons);
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allocator.free(results);
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}
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try std.testing.expectEqual(@as(usize, 1), results.len);
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try std.testing.expectEqual(c.flagged, results[0].has_discrepancies);
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var found = false;
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for (results[0].comparisons) |cmp| {
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if (!cmp.is_cash) continue;
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found = true;
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try std.testing.expectEqual(c.flagged, cmp.only_in_brokerage);
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}
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try std.testing.expect(found);
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}
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}
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test "compareAccounts: portfolio-only stock position is flagged only_in_portfolio" {
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const allocator = std.testing.allocator;
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@ -347,6 +347,7 @@ pub fn run(ctx: *framework.RunCtx, parsed: ParsedArgs) !void {
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}
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/// Show one explicitly-requested per-position export: the comparison
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/// (a table for every account, clean or not - you asked about this file)
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/// and ratio suggestions for its mapped accounts, then its unmapped ones
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/// (see `common.splitUnmapped`). The unmapped list is printed even for an
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/// export skipped as another portfolio's - you pointed audit at this
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@ -365,7 +366,7 @@ fn showAccountExport(
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) !void {
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const view = common.splitUnmapped(common.AccountComparison, results, scope);
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if (!view.skipped()) {
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try common.displayResults(view.shown, color, out);
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try common.displayResults(view.shown, .all, color, out);
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try common.displayRatioSuggestions(allocator, view.shown, portfolio, prices, account_map, color, out);
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}
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try common.displayUnmapped(common.AccountComparison, label, view, true, color, out);
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@ -23,7 +23,6 @@ pub const accountValueExpectation = reconcile.accountValueExpectation;
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pub const SymbolComparison = reconcile.SymbolComparison;
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pub const AccountComparison = reconcile.AccountComparison;
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pub const compareAccounts = reconcile.compareAccounts;
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pub const hasAccountDiscrepancies = reconcile.hasAccountDiscrepancies;
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pub const ExportScope = reconcile.ExportScope;
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pub const ExportView = reconcile.ExportView;
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pub const splitUnmapped = reconcile.splitUnmapped;
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@ -129,7 +128,84 @@ pub fn displayRatioSuggestions(
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// ── Display ─────────────────────────────────────────────────
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pub fn displayResults(results: []const AccountComparison, color: bool, out: *std.Io.Writer) !void {
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/// How one comparison row reads in the audit table. Shared by the
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/// renderer and by `accountNeedsDetail`, so the rows counted "to
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/// investigate" and the accounts given a table can't drift apart.
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const RowClass = struct {
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shares_ok: bool,
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is_cash_mismatch: bool,
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/// A warning-coloured, counted discrepancy - as opposed to a muted
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/// stale value or in-band CD mark, which is shown but not counted.
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real_mismatch: bool,
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};
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fn classifyRow(cmp: SymbolComparison) RowClass {
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const shares_ok = if (cmp.shares_delta) |d| @abs(d) < 0.01 else !cmp.only_in_brokerage;
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const is_cash_mismatch = cmp.is_cash and (if (cmp.value_delta) |d| @abs(d) >= cash_tolerance else false);
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// A CD's value delta is an expected dealer mark up to its
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// band; only a delta beyond what its terms can explain is a
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// real discrepancy. Stale stock prices (shares match, no CD)
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// stay muted, as before.
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const cd_band = @max(value_tolerance, cmp.cd_allowance);
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const cd_value_exceeded = cmp.is_cd and (if (cmp.value_delta) |d| @abs(d) > cd_band else false);
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return .{
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.shares_ok = shares_ok,
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.is_cash_mismatch = is_cash_mismatch,
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.real_mismatch = !shares_ok or cmp.only_in_brokerage or cmp.only_in_portfolio or is_cash_mismatch or cd_value_exceeded,
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};
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}
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/// True when the row is one of the "N mismatches to investigate".
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pub fn isRealMismatch(cmp: SymbolComparison) bool {
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return classifyRow(cmp).real_mismatch;
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}
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/// Does this account warrant its own table in the routine audit?
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///
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/// True when the reconciler flagged anything (`has_discrepancies`: a row
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/// off beyond its tolerance, which includes the muted stale-price and
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/// in-band CD rows - muted is shown, never hidden), or when any row is a
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/// counted mismatch. The second half is what guarantees the "to
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/// investigate" count never includes a row in an account that isn't
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/// shown: the two predicates disagree for a brokerage-only row with no
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/// quantity and a value under the $1 securities tolerance.
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///
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/// An account's summed sub-tolerance rounding (many rows each a few
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/// cents off) does not qualify on its own, matching what the per-file
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/// gate this replaced did.
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pub fn accountNeedsDetail(acct: AccountComparison) bool {
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if (acct.has_discrepancies) return true;
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for (acct.comparisons) |cmp| {
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if (isRealMismatch(cmp)) return true;
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}
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return false;
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}
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/// True when any account in `results` needs a table (see
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/// `accountNeedsDetail`).
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pub fn anyAccountNeedsDetail(results: []const AccountComparison) bool {
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for (results) |acct| {
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if (accountNeedsDetail(acct)) return true;
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}
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return false;
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}
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/// How much of an export `displayResults` renders as tables.
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pub const Detail = enum {
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/// Every account gets a table: `--verbose`, and an export audit was
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/// pointed at explicitly (`--schwab FILE` etc.).
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all,
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/// Only accounts that `accountNeedsDetail`; the others are named on
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/// one line above the totals. The flagless audit's routine view, so
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/// a single bad account in an all-accounts export doesn't print a
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/// screenful of matching ones.
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discrepancies_only,
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};
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/// Render one export's comparison. The totals and the "to investigate"
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/// count always cover every account in `results`, whatever `detail`
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/// leaves out - an account left out has no counted rows by construction.
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pub fn displayResults(results: []const AccountComparison, detail: Detail, color: bool, out: *std.Io.Writer) !void {
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try cli.printBold(out, color, "\nPortfolio Audit", .{});
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try cli.printFg(out, color, cli.CLR_MUTED, " (brokerage is source of truth)\n", .{});
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try out.print("========================================\n\n", .{});
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@ -138,8 +214,20 @@ pub fn displayResults(results: []const AccountComparison, color: bool, out: *std
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var total_brokerage: f64 = 0;
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var total_option_delta: f64 = 0;
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var discrepancy_count: usize = 0;
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var shown: usize = 0;
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var hidden: usize = 0;
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for (results) |acct| {
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total_portfolio += acct.portfolio_total;
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total_brokerage += acct.brokerage_total;
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total_option_delta += acct.option_value_delta;
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if (detail == .discrepancies_only and !accountNeedsDetail(acct)) {
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hidden += 1;
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continue;
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}
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shown += 1;
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// Account header
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if (acct.account_name.len > 0) {
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try cli.printBold(out, color, " {s}", .{acct.account_name});
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@ -161,15 +249,10 @@ pub fn displayResults(results: []const AccountComparison, color: bool, out: *std
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var br_price_buf: [16]u8 = undefined;
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// Classify this row
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const shares_ok = if (cmp.shares_delta) |d| @abs(d) < 0.01 else !cmp.only_in_brokerage;
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const is_cash_mismatch = cmp.is_cash and (if (cmp.value_delta) |d| @abs(d) >= cash_tolerance else false);
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// A CD's value delta is an expected dealer mark up to its
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// band; only a delta beyond what its terms can explain is a
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// real discrepancy. Stale stock prices (shares match, no CD)
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// stay muted, as before.
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const cd_band = @max(value_tolerance, cmp.cd_allowance);
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const cd_value_exceeded = cmp.is_cd and (if (cmp.value_delta) |d| @abs(d) > cd_band else false);
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const is_real_mismatch = !shares_ok or cmp.only_in_brokerage or cmp.only_in_portfolio or is_cash_mismatch or cd_value_exceeded;
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const class = classifyRow(cmp);
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const shares_ok = class.shares_ok;
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const is_cash_mismatch = class.is_cash_mismatch;
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const is_real_mismatch = class.real_mismatch;
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if (is_real_mismatch) discrepancy_count += 1;
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@ -296,10 +379,24 @@ pub fn displayResults(results: []const AccountComparison, color: bool, out: *std
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try cli.printFg(out, color, cli.CLR_MUTED, " (options {s}{f})", .{ opt_sign, Money.from(@abs(acct.option_value_delta)) });
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}
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try out.print("\n\n", .{});
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}
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total_portfolio += acct.portfolio_total;
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total_brokerage += acct.brokerage_total;
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total_option_delta += acct.option_value_delta;
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// Accounts left out of a `.discrepancies_only` view, named so you can
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// see they were covered (an account missing from the export entirely
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// is the "not found in any export" advisory's job, not this line's).
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if (hidden > 0) {
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const more: []const u8 = if (shown > 0) " more" else "";
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try cli.printFg(out, color, cli.CLR_POSITIVE, " {d}{s} {s}, no discrepancies: ", .{ hidden, more, accountsNoun(hidden) });
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var first = true;
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for (results) |acct| {
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if (accountNeedsDetail(acct)) continue;
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if (!first) try cli.printFg(out, color, cli.CLR_POSITIVE, ", ", .{});
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first = false;
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// Always non-empty: an unmapped account is a discrepancy, so
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// it never lands here.
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try cli.printFg(out, color, cli.CLR_POSITIVE, "{s}", .{acct.account_name});
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}
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try out.print("\n\n", .{});
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}
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// Grand totals
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@ -385,7 +482,7 @@ test "displayResults: renders every row classification and the totals block" {
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var buf: [8192]u8 = undefined;
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var w: std.Io.Writer = .fixed(&buf);
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try displayResults(&results, false, &w);
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try displayResults(&results, .all, false, &w);
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const out = w.buffered();
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// Header + account identity
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@ -422,7 +519,7 @@ test "displayResults: color=true emits ANSI and singular mismatch label" {
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var buf: [4096]u8 = undefined;
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var w: std.Io.Writer = .fixed(&buf);
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try displayResults(&results, true, &w);
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try displayResults(&results, .all, true, &w);
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const out = w.buffered();
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try std.testing.expect(std.mem.indexOf(u8, out, "Portfolio Audit") != null);
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@ -443,7 +540,7 @@ test "displayResults: CD value delta within band is muted+uncounted, beyond band
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};
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var buf: [4096]u8 = undefined;
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var w: std.Io.Writer = .fixed(&buf);
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try displayResults(&results, false, &w);
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try displayResults(&results, .all, false, &w);
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const out = w.buffered();
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try std.testing.expect(std.mem.indexOf(u8, out, "Value -") != null); // shown, never hidden
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try std.testing.expect(std.mem.indexOf(u8, out, "to investigate") == null); // not counted
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@ -458,13 +555,132 @@ test "displayResults: CD value delta within band is muted+uncounted, beyond band
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};
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var buf: [4096]u8 = undefined;
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var w: std.Io.Writer = .fixed(&buf);
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try displayResults(&results, false, &w);
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try displayResults(&results, .all, false, &w);
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const out = w.buffered();
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try std.testing.expect(std.mem.indexOf(u8, out, "Value -") != null);
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try std.testing.expect(std.mem.indexOf(u8, out, "1 mismatch to investigate") != null); // counted
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}
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}
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// ── displayResults: per-account detail ───────────────────────
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/// A matched, clean row: shares and value agree.
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fn cleanRow(symbol: []const u8, value: f64) SymbolComparison {
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return .{ .symbol = symbol, .portfolio_shares = 10, .brokerage_shares = 10, .portfolio_price = value / 10, .brokerage_price = value / 10, .portfolio_value = value, .brokerage_value = value, .shares_delta = 0, .value_delta = 0, .is_cash = false, .is_option = false, .only_in_brokerage = false, .only_in_portfolio = false };
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}
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fn cleanAccount(name: []const u8, number: []const u8, cmps: []const SymbolComparison, total: f64) AccountComparison {
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||||
return .{ .account_name = name, .brokerage_name = "Sample_Account", .account_number = number, .comparisons = cmps, .portfolio_total = total, .brokerage_total = total, .total_delta = 0, .option_value_delta = 0, .has_discrepancies = false };
|
||||
}
|
||||
|
||||
/// The line of `out` starting at the first `prefix`, or "" if none.
|
||||
fn lineStarting(out: []const u8, prefix: []const u8) []const u8 {
|
||||
const rest = out[std.mem.indexOf(u8, out, prefix) orelse out.len ..];
|
||||
return rest[0 .. std.mem.indexOfScalar(u8, rest, '\n') orelse rest.len];
|
||||
}
|
||||
|
||||
test "displayResults: discrepancies_only tables the accounts that need it and names the rest" {
|
||||
// One share mismatch, one muted stale value (flagged by the
|
||||
// reconciler, so it keeps its table: muted is shown, never hidden),
|
||||
// and two clean accounts.
|
||||
const dirty_cmps = [_]SymbolComparison{
|
||||
.{ .symbol = "MSFT", .portfolio_shares = 5, .brokerage_shares = 7, .portfolio_price = 300, .brokerage_price = 300, .portfolio_value = 1500, .brokerage_value = 2100, .shares_delta = 2, .value_delta = 600, .is_cash = false, .is_option = false, .only_in_brokerage = false, .only_in_portfolio = false },
|
||||
};
|
||||
const stale_cmps = [_]SymbolComparison{
|
||||
.{ .symbol = "QTUM", .portfolio_shares = 100, .brokerage_shares = 100, .portfolio_price = 116.0, .brokerage_price = 116.5, .portfolio_value = 11600, .brokerage_value = 11650, .shares_delta = 0, .value_delta = 50, .is_cash = false, .is_option = false, .only_in_brokerage = false, .only_in_portfolio = false },
|
||||
};
|
||||
const roth_cmps = [_]SymbolComparison{cleanRow("VTI", 3000)};
|
||||
const trust_cmps = [_]SymbolComparison{cleanRow("SCHD", 4000)};
|
||||
const results = [_]AccountComparison{
|
||||
.{ .account_name = "Sample IRA", .brokerage_name = "Sample_IRA", .account_number = "1234", .comparisons = &dirty_cmps, .portfolio_total = 1500, .brokerage_total = 2100, .total_delta = 600, .option_value_delta = 0, .has_discrepancies = true },
|
||||
cleanAccount("Sample Roth", "5678", &roth_cmps, 3000),
|
||||
.{ .account_name = "Sample HSA", .brokerage_name = "Sample_HSA", .account_number = "9012", .comparisons = &stale_cmps, .portfolio_total = 11600, .brokerage_total = 11650, .total_delta = 50, .option_value_delta = 0, .has_discrepancies = true },
|
||||
cleanAccount("Sample Trust", "3456", &trust_cmps, 4000),
|
||||
};
|
||||
|
||||
var only_buf: [8192]u8 = undefined;
|
||||
var only_w: std.Io.Writer = .fixed(&only_buf);
|
||||
try displayResults(&results, .discrepancies_only, false, &only_w);
|
||||
const only = only_w.buffered();
|
||||
|
||||
var all_buf: [8192]u8 = undefined;
|
||||
var all_w: std.Io.Writer = .fixed(&all_buf);
|
||||
try displayResults(&results, .all, false, &all_w);
|
||||
const all = all_w.buffered();
|
||||
|
||||
// Tables: the share mismatch and the muted stale value.
|
||||
try std.testing.expect(std.mem.indexOf(u8, only, " Sample IRA (Sample_IRA, #1234)\n") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, only, " Sample HSA (Sample_HSA, #9012)\n") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, only, "Value +$50.00") != null);
|
||||
// The clean two: no table, named once on the summary line.
|
||||
try std.testing.expect(std.mem.indexOf(u8, only, "#5678") == null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, only, "#3456") == null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, only, "VTI") == null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, only, "\n 2 more accounts, no discrepancies: Sample Roth, Sample Trust\n\n Total:") != null);
|
||||
|
||||
// `.all` tables everyone and has no summary line.
|
||||
try std.testing.expect(std.mem.indexOf(u8, all, " Sample Roth (Sample_Account, #5678)\n") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, all, " Sample Trust (Sample_Account, #3456)\n") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, all, "no discrepancies") == null);
|
||||
|
||||
// Totals and the "to investigate" count cover every account, so
|
||||
// hiding the clean ones changes neither.
|
||||
const only_total = lineStarting(only, " Total:");
|
||||
try std.testing.expect(std.mem.indexOf(u8, only_total, "portfolio $20,100.00 brokerage $20,750.00") != null);
|
||||
try std.testing.expectEqualStrings(lineStarting(all, " Total:"), only_total);
|
||||
try std.testing.expectEqualStrings(" 1 mismatch to investigate", lineStarting(only, " 1 mismatch"));
|
||||
try std.testing.expectEqualStrings(lineStarting(all, " 1 mismatch"), lineStarting(only, " 1 mismatch"));
|
||||
}
|
||||
|
||||
test "displayResults: a counted row keeps its table even when the reconciler saw nothing" {
|
||||
// A brokerage-only row with no quantity and a value under the $1
|
||||
// securities tolerance: `has_discrepancies` stays false, but the
|
||||
// table counts it. Hiding it would leave "1 mismatch to investigate"
|
||||
// pointing at an account that isn't shown.
|
||||
const odd_cmps = [_]SymbolComparison{
|
||||
.{ .symbol = "SMPLX", .portfolio_shares = 0, .brokerage_shares = null, .portfolio_price = null, .brokerage_price = null, .portfolio_value = 0, .brokerage_value = 0.5, .shares_delta = null, .value_delta = 0.5, .is_cash = false, .is_option = false, .only_in_brokerage = true, .only_in_portfolio = false },
|
||||
};
|
||||
const roth_cmps = [_]SymbolComparison{cleanRow("VTI", 3000)};
|
||||
const results = [_]AccountComparison{
|
||||
cleanAccount("Sample IRA", "1234", &odd_cmps, 0),
|
||||
cleanAccount("Sample Roth", "5678", &roth_cmps, 3000),
|
||||
};
|
||||
try std.testing.expect(accountNeedsDetail(results[0]));
|
||||
try std.testing.expect(!accountNeedsDetail(results[1]));
|
||||
try std.testing.expect(anyAccountNeedsDetail(&results));
|
||||
|
||||
var buf: [4096]u8 = undefined;
|
||||
var w: std.Io.Writer = .fixed(&buf);
|
||||
try displayResults(&results, .discrepancies_only, false, &w);
|
||||
const out = w.buffered();
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, "Brokerage only") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, "1 mismatch to investigate") != null);
|
||||
// Singular.
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, "\n 1 more account, no discrepancies: Sample Roth\n") != null);
|
||||
}
|
||||
|
||||
test "displayResults: discrepancies_only with nothing to table drops the \"more\"" {
|
||||
// Callers gate on `anyAccountNeedsDetail` so this shouldn't happen,
|
||||
// but the summary line must still read correctly if it does.
|
||||
const ira_cmps = [_]SymbolComparison{cleanRow("VTI", 3000)};
|
||||
const roth_cmps = [_]SymbolComparison{cleanRow("SCHD", 4000)};
|
||||
const results = [_]AccountComparison{
|
||||
cleanAccount("Sample IRA", "1234", &ira_cmps, 3000),
|
||||
cleanAccount("Sample Roth", "5678", &roth_cmps, 4000),
|
||||
};
|
||||
try std.testing.expect(!anyAccountNeedsDetail(&results));
|
||||
|
||||
var buf: [4096]u8 = undefined;
|
||||
var w: std.Io.Writer = .fixed(&buf);
|
||||
try displayResults(&results, .discrepancies_only, true, &w);
|
||||
const out = w.buffered();
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, "2 accounts, no discrepancies: ") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, "more") == null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, "Sample IRA") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, "Sample Roth") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, "to investigate") == null);
|
||||
}
|
||||
|
||||
// ── displayRatioSuggestions ──────────────────────────────────
|
||||
|
||||
test "displayRatioSuggestions: emits a suggestion when broker NAV drifts from configured ratio" {
|
||||
|
|
|
|||
|
|
@ -738,7 +738,8 @@ fn accumulatePresent(
|
|||
}
|
||||
|
||||
/// Report one discovered per-position export (Fidelity, a Schwab CSV,
|
||||
/// Wells Fargo): the full comparison when `verbose` or anything is off,
|
||||
/// Wells Fargo): a table for each account with something to look at
|
||||
/// (every account when `verbose`) and the clean rest named on one line,
|
||||
/// else a one-line all-clear; then the export's unmapped accounts (see
|
||||
/// `common.splitUnmapped`). Returns false when the export was skipped as
|
||||
/// another portfolio's, so the caller leaves its accounts out of the
|
||||
|
|
@ -761,9 +762,11 @@ fn reportAccountExport(
|
|||
return false;
|
||||
}
|
||||
|
||||
if (verbose or common.hasAccountDiscrepancies(view.shown)) {
|
||||
// Same predicate as `.discrepancies_only` filters by, so that mode
|
||||
// always has at least one table to show.
|
||||
if (verbose or common.anyAccountNeedsDetail(view.shown)) {
|
||||
try out.print("\n", .{});
|
||||
try common.displayResults(view.shown, color, out);
|
||||
try common.displayResults(view.shown, if (verbose) .all else .discrepancies_only, color, out);
|
||||
} else {
|
||||
try cli.printFg(out, color, cli.CLR_POSITIVE, " {s}: {d} {s}, no discrepancies\n", .{ label, view.shown.len, common.accountsNoun(view.shown.len) });
|
||||
}
|
||||
|
|
@ -1133,17 +1136,33 @@ pub fn runHygieneCheck(
|
|||
|
||||
// ── Section 5: Auto-reconcile discovered files ──
|
||||
|
||||
// Section 5's price load, kept for Section 6: the large-lot check
|
||||
// needs prices for the same symbols, and loading them again re-scanned
|
||||
// the candle cache and printed a second "Loaded N symbols" line - one
|
||||
// that landed in the middle of the reconciliation table. Stays null
|
||||
// when no export was discovered, and Section 6 loads its own.
|
||||
var recon_syms: [][]const u8 = &.{};
|
||||
defer allocator.free(recon_syms);
|
||||
var recon_load: ?zfin.DataService.LoadAllResult = null;
|
||||
defer if (recon_load) |*r| r.deinit();
|
||||
|
||||
if (all_files.items.len > 0) {
|
||||
// Build prices map (shared by all reconciliations)
|
||||
// Flush before anything that writes to stderr. Audit, unlike the
|
||||
// commands that load prices before printing, has already
|
||||
// buffered several sections by now; stderr is unbuffered, so its
|
||||
// lines otherwise land wherever the 4 KB stdout buffer last
|
||||
// happened to fill - mid-line, mid-table.
|
||||
try out.flush();
|
||||
|
||||
// Build prices map (shared by all reconciliations): the loader's
|
||||
// closes, then manual prices for anything it didn't cover.
|
||||
var prices = std.StringHashMap(f64).init(allocator);
|
||||
defer prices.deinit();
|
||||
{
|
||||
const pos_syms = try portfolio.stockSymbols(allocator);
|
||||
defer allocator.free(pos_syms);
|
||||
if (pos_syms.len > 0) {
|
||||
var load_result = cli.loadPortfolioPrices(io, svc, pos_syms, &.{}, refresh, color);
|
||||
defer load_result.deinit();
|
||||
var pit = load_result.prices.iterator();
|
||||
recon_syms = try portfolio.stockSymbols(allocator);
|
||||
if (recon_syms.len > 0) {
|
||||
recon_load = cli.loadPortfolioPrices(io, svc, recon_syms, &.{}, refresh, color);
|
||||
var pit = recon_load.?.prices.iterator();
|
||||
while (pit.next()) |entry| {
|
||||
try prices.put(entry.key_ptr.*, entry.value_ptr.*);
|
||||
}
|
||||
|
|
@ -1292,7 +1311,14 @@ pub fn runHygieneCheck(
|
|||
// (not in a git repo). Threshold is per-account: an account's
|
||||
// `audit_large_lot_threshold` in accounts.srf wins, otherwise the
|
||||
// filter's built-in default applies.
|
||||
if (try contributions.findUnmatchedLargeLots(io, allocator, env, svc, portfolio_paths, &account_map, as_of, color, refresh)) |found| {
|
||||
//
|
||||
// Reuses Section 5's prices; the pipeline loads only the symbols that
|
||||
// covers nothing for (lots sold since HEAD, sibling portfolio files).
|
||||
// Flush first, as before Section 5's load: that top-up, and the
|
||||
// snapshot-anchor note, go to stderr.
|
||||
try out.flush();
|
||||
const known: ?contributions.KnownPrices = if (recon_load) |*r| .{ .requested = recon_syms, .closes = &r.prices } else null;
|
||||
if (try contributions.findUnmatchedLargeLots(io, allocator, env, svc, portfolio_paths, &account_map, as_of, color, refresh, known)) |found| {
|
||||
var found_mut = found;
|
||||
defer found_mut.deinit();
|
||||
|
||||
|
|
@ -2805,3 +2831,234 @@ test "runHygieneCheck: discovered exports set unmapped accounts aside unless one
|
|||
try std.testing.expect(std.mem.indexOf(u8, out, " schwab summary: 1 account, no discrepancies\n") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, " schwab summary: 1 account not in accounts.srf, not reconciled\n Sample Account #9012\n") != null);
|
||||
}
|
||||
|
||||
/// Two Schwab accounts in one all-accounts export, written into `dir`:
|
||||
/// "Sample IRA" (#1234) reconciles clean, "Sample Roth" (#5678) is 10
|
||||
/// SCHD shares short. Discovered from the portfolio's own `audit/`
|
||||
/// directory. `vti_extra` is appended to the VTI lot's record (e.g. a
|
||||
/// typo'd field, to make Section 8 report something).
|
||||
fn writeTwoAccountFixture(io: std.Io, dir: std.Io.Dir, comptime vti_extra: []const u8) !void {
|
||||
try dir.writeFile(io, .{
|
||||
.sub_path = "portfolio.srf",
|
||||
.data = "#!srfv1\n" ++
|
||||
"symbol::VTI,shares:num:100,open_date::2024-01-15,open_price:num:200,price:num:300,account::Sample IRA" ++ vti_extra ++ "\n" ++
|
||||
"symbol::SCHD,shares:num:200,open_date::2024-01-15,open_price:num:25,price:num:30,account::Sample Roth\n",
|
||||
});
|
||||
try dir.writeFile(io, .{
|
||||
.sub_path = "accounts.srf",
|
||||
.data = "#!srfv1\n" ++
|
||||
"account::Sample IRA,tax_type::traditional,institution::schwab,account_number::1234\n" ++
|
||||
"account::Sample Roth,tax_type::roth,institution::schwab,account_number::5678\n",
|
||||
});
|
||||
|
||||
const header = "\"Symbol\",\"Description\",\"Price Chng $ (Price Change $)\",\"Price Chng % (Price Change %)\",\"Price\",\"Qty (Quantity)\",\"Day Chng $ (Day Change $)\",\"Day Chng % (Day Change %)\",\"Mkt Val (Market Value)\",\"Cost Basis\",\"Gain $ (Gain/Loss $)\",\"Gain % (Gain/Loss %)\",\"Ratings\",\"Reinvest?\",\"Reinvest Capital Gains?\",\"% of Acct (% of Account)\",\"Asset Type\",\n";
|
||||
const vti = "\"VTI\",\"VANGUARD TOTAL STOCK MARKET ETF\",\"1.10\",\"0.37%\",\"300.00\",\"100\",\"$110.00\",\"0.37%\",\"$30,000.00\",\"$20,000.00\",\"$10,000.00\",\"50%\",\"--\",\"No\",\"N/A\",\"100%\",\"ETFs & Closed End Funds\",\n";
|
||||
// 210 shares at the broker vs 200 in the portfolio.
|
||||
const schd = "\"SCHD\",\"SCHWAB US DIVIDEND EQUITY ETF\",\"0.10\",\"0.33%\",\"30.00\",\"210\",\"$21.00\",\"0.33%\",\"$6,300.00\",\"$5,250.00\",\"$1,050.00\",\"20%\",\"--\",\"No\",\"N/A\",\"100%\",\"ETFs & Closed End Funds\",\n";
|
||||
try dir.createDirPath(io, "audit");
|
||||
try dir.writeFile(io, .{
|
||||
.sub_path = "audit/all.csv",
|
||||
.data = "\"Positions for All-Accounts as of 08:47 AM ET, 10/06/2026\"\n\n" ++
|
||||
"\"Sample_IRA ...1234\"\n" ++ header ++ vti ++ "\n\n" ++
|
||||
"\"Sample_Roth ...5678\"\n" ++ header ++ schd,
|
||||
});
|
||||
}
|
||||
|
||||
test "runHygieneCheck: reconciliation prices come from the shared load" {
|
||||
// The other fixtures price every lot by hand, which `stockSymbols`
|
||||
// excludes, so Section 5 never actually loads. Here VTI has no manual
|
||||
// price and only a cached close: the IRA reconciles clean only if the
|
||||
// load ran and its result reached the comparison. (The same result
|
||||
// is what Section 6 reuses; that hand-off is pinned in
|
||||
// contributions' "values share changes at the caller's closes".)
|
||||
const allocator = std.testing.allocator;
|
||||
const io = std.testing.io;
|
||||
var tmp = std.testing.tmpDir(.{});
|
||||
defer tmp.cleanup();
|
||||
try writeTwoAccountFixture(io, tmp.dir, "");
|
||||
try tmp.dir.writeFile(io, .{
|
||||
.sub_path = "portfolio.srf",
|
||||
.data = "#!srfv1\n" ++
|
||||
"symbol::VTI,shares:num:100,open_date::2024-01-15,open_price:num:200,account::Sample IRA\n" ++
|
||||
"symbol::SCHD,shares:num:200,open_date::2024-01-15,open_price:num:25,price:num:30,account::Sample Roth\n",
|
||||
});
|
||||
// `{cache_dir}/{SYMBOL}/candles_meta.srf`, unexpired: a fresh cache
|
||||
// hit. `provider` has no default, so a meta without it is a miss.
|
||||
try tmp.dir.createDirPath(io, "VTI");
|
||||
try tmp.dir.writeFile(io, .{ .sub_path = "VTI/candles_meta.srf", .data = "#!srfv1\n#!expires=99999999999\nlast_close:num:300,last_date::2026-10-05,provider::tiingo\n" });
|
||||
|
||||
var path_buf: [std.fs.max_path_bytes]u8 = undefined;
|
||||
const dir_len = try tmp.dir.realPathFile(io, ".", &path_buf);
|
||||
const dir = path_buf[0..dir_len];
|
||||
|
||||
var svc = zfin.DataService.init(io, allocator, .{ .cache_dir = dir });
|
||||
defer svc.deinit();
|
||||
var env = try std.testing.environ.createMap(allocator);
|
||||
defer env.deinit();
|
||||
const pf_path = try std.fs.path.join(allocator, &.{ dir, "portfolio.srf" });
|
||||
defer allocator.free(pf_path);
|
||||
|
||||
// wall-clock required: discovery keeps only exports modified in the
|
||||
// last 24 hours, judged against the real mtimes of the files above.
|
||||
const now_s = std.Io.Timestamp.now(io, .real).toSeconds();
|
||||
|
||||
var aw: std.Io.Writer.Allocating = .init(allocator);
|
||||
defer aw.deinit();
|
||||
try runHygieneCheck(io, allocator, &env, &svc, pf_path, &.{pf_path}, 3, false, zfin.Date.fromYmd(2026, 10, 6), now_s, false, .never, &aw.writer);
|
||||
const out = aw.written();
|
||||
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, "\n 1 more account, no discrepancies: Sample IRA\n") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, " Total: portfolio $36,000.00 brokerage $36,300.00") != null);
|
||||
}
|
||||
|
||||
test "runHygieneCheck: one bad account in an all-accounts export tables only that account unless verbose" {
|
||||
const allocator = std.testing.allocator;
|
||||
const io = std.testing.io;
|
||||
var tmp = std.testing.tmpDir(.{});
|
||||
defer tmp.cleanup();
|
||||
try writeTwoAccountFixture(io, tmp.dir, "");
|
||||
|
||||
var path_buf: [std.fs.max_path_bytes]u8 = undefined;
|
||||
const dir_len = try tmp.dir.realPathFile(io, ".", &path_buf);
|
||||
const dir = path_buf[0..dir_len];
|
||||
|
||||
// No API keys / no server / no ZFIN_AUDIT_FILES -> hermetic.
|
||||
var svc = zfin.DataService.init(io, allocator, .{ .cache_dir = dir });
|
||||
defer svc.deinit();
|
||||
var env = try std.testing.environ.createMap(allocator);
|
||||
defer env.deinit();
|
||||
|
||||
const pf_path = try std.fs.path.join(allocator, &.{ dir, "portfolio.srf" });
|
||||
defer allocator.free(pf_path);
|
||||
|
||||
// wall-clock required: discovery keeps only exports modified in the
|
||||
// last 24 hours, judged against the real mtimes of the files above.
|
||||
const now_s = std.Io.Timestamp.now(io, .real).toSeconds();
|
||||
|
||||
// Routine audit: the bad account gets its table, the clean one is
|
||||
// named on one line, and the totals still cover both.
|
||||
{
|
||||
var aw: std.Io.Writer.Allocating = .init(allocator);
|
||||
defer aw.deinit();
|
||||
try runHygieneCheck(io, allocator, &env, &svc, pf_path, &.{pf_path}, 3, false, zfin.Date.fromYmd(2026, 10, 6), now_s, false, .never, &aw.writer);
|
||||
const out = aw.written();
|
||||
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, " Sample Roth (Sample_Roth, #5678)\n") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, "Shares +10.000") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, " Sample IRA (Sample_IRA, #1234)") == null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, "\n 1 more account, no discrepancies: Sample IRA\n") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, " Total: portfolio $36,000.00 brokerage $36,300.00") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, " 1 mismatch to investigate\n") != null);
|
||||
}
|
||||
|
||||
// --verbose: every account gets its table.
|
||||
{
|
||||
var aw: std.Io.Writer.Allocating = .init(allocator);
|
||||
defer aw.deinit();
|
||||
try runHygieneCheck(io, allocator, &env, &svc, pf_path, &.{pf_path}, 3, true, zfin.Date.fromYmd(2026, 10, 6), now_s, false, .never, &aw.writer);
|
||||
const out = aw.written();
|
||||
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, " Sample Roth (Sample_Roth, #5678)\n") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, " Sample IRA (Sample_IRA, #1234)\n") != null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, "no discrepancies: ") == null);
|
||||
try std.testing.expect(std.mem.indexOf(u8, out, " Total: portfolio $36,000.00 brokerage $36,300.00") != null);
|
||||
}
|
||||
}
|
||||
|
||||
/// Test writer that records how many bytes had been written at each
|
||||
/// `flush`, so a test can check *where* `runHygieneCheck` flushes.
|
||||
/// Must not move once `writer` is in use (it finds itself via
|
||||
/// `@fieldParentPtr`).
|
||||
const FlushLog = struct {
|
||||
gpa: std.mem.Allocator,
|
||||
writer: std.Io.Writer,
|
||||
written: std.ArrayList(u8) = .empty,
|
||||
/// `written.items.len` at each flush.
|
||||
marks: std.ArrayList(usize) = .empty,
|
||||
|
||||
fn init(gpa: std.mem.Allocator, buffer: []u8) FlushLog {
|
||||
return .{ .gpa = gpa, .writer = .{ .vtable = &.{ .drain = drain, .flush = flush }, .buffer = buffer } };
|
||||
}
|
||||
|
||||
fn deinit(self: *FlushLog) void {
|
||||
self.written.deinit(self.gpa);
|
||||
self.marks.deinit(self.gpa);
|
||||
}
|
||||
|
||||
fn take(self: *FlushLog, bytes: []const u8) std.Io.Writer.Error!void {
|
||||
self.written.appendSlice(self.gpa, bytes) catch return error.WriteFailed;
|
||||
}
|
||||
|
||||
fn drain(w: *std.Io.Writer, data: []const []const u8, splat: usize) std.Io.Writer.Error!usize {
|
||||
const self: *FlushLog = @fieldParentPtr("writer", w);
|
||||
try self.take(w.buffered());
|
||||
w.end = 0;
|
||||
// Every element once, except the last, which repeats `splat` times.
|
||||
var n: usize = 0;
|
||||
for (data, 0..) |bytes, i| {
|
||||
const reps = if (i + 1 == data.len) splat else 1;
|
||||
for (0..reps) |_| try self.take(bytes);
|
||||
n += bytes.len * reps;
|
||||
}
|
||||
return n;
|
||||
}
|
||||
|
||||
fn flush(w: *std.Io.Writer) std.Io.Writer.Error!void {
|
||||
const self: *FlushLog = @fieldParentPtr("writer", w);
|
||||
try self.take(w.buffered());
|
||||
w.end = 0;
|
||||
self.marks.append(self.gpa, self.written.items.len) catch return error.WriteFailed;
|
||||
}
|
||||
};
|
||||
|
||||
test "runHygieneCheck: stdout is flushed before each step that can write to stderr" {
|
||||
// Price loads and the contributions pipeline write progress to
|
||||
// unbuffered stderr. Unflushed, those lines landed wherever the 4 KB
|
||||
// stdout buffer last filled - observed mid-row in a reconciliation
|
||||
// table. Pin both flush points to the section boundaries.
|
||||
const allocator = std.testing.allocator;
|
||||
const io = std.testing.io;
|
||||
var tmp = std.testing.tmpDir(.{});
|
||||
defer tmp.cleanup();
|
||||
// A typo'd field gives Section 8 output, so "flushed before Section
|
||||
// 6" can't be satisfied by a flush at the very end.
|
||||
try writeTwoAccountFixture(io, tmp.dir, ",price_dat::2026-10-01");
|
||||
|
||||
var path_buf: [std.fs.max_path_bytes]u8 = undefined;
|
||||
const dir_len = try tmp.dir.realPathFile(io, ".", &path_buf);
|
||||
const dir = path_buf[0..dir_len];
|
||||
|
||||
var svc = zfin.DataService.init(io, allocator, .{ .cache_dir = dir });
|
||||
defer svc.deinit();
|
||||
var env = try std.testing.environ.createMap(allocator);
|
||||
defer env.deinit();
|
||||
const pf_path = try std.fs.path.join(allocator, &.{ dir, "portfolio.srf" });
|
||||
defer allocator.free(pf_path);
|
||||
|
||||
// wall-clock required: discovery keeps only exports modified in the
|
||||
// last 24 hours, judged against the real mtimes of the files above.
|
||||
const now_s = std.Io.Timestamp.now(io, .real).toSeconds();
|
||||
|
||||
// Small buffer so the drain path is exercised too.
|
||||
var buf: [256]u8 = undefined;
|
||||
var log = FlushLog.init(allocator, &buf);
|
||||
defer log.deinit();
|
||||
try runHygieneCheck(io, allocator, &env, &svc, pf_path, &.{pf_path}, 3, false, zfin.Date.fromYmd(2026, 10, 6), now_s, false, .never, &log.writer);
|
||||
try log.writer.flush(); // what main does at exit
|
||||
const out = log.written.items;
|
||||
|
||||
// Section 5: everything before the price load is out, nothing of
|
||||
// the reconciliation is.
|
||||
const recon = std.mem.indexOf(u8, out, "\n Reconciliation\n") orelse return error.ReconciliationMissing;
|
||||
try std.testing.expect(std.mem.indexOfScalar(usize, log.marks.items, recon) != null);
|
||||
|
||||
// Section 6: a flush after the whole reconciliation section and
|
||||
// before Section 8's report.
|
||||
const recon_end = (std.mem.indexOf(u8, out, " 1 mismatch to investigate\n") orelse return error.MismatchLineMissing) + " 1 mismatch to investigate\n".len;
|
||||
const section8 = std.mem.indexOf(u8, out, section8_header) orelse return error.Section8Missing;
|
||||
var found = false;
|
||||
for (log.marks.items) |m| {
|
||||
if (m >= recon_end and m < section8) found = true;
|
||||
}
|
||||
try std.testing.expect(found);
|
||||
}
|
||||
|
|
|
|||
|
|
@ -492,7 +492,9 @@ pub fn run(ctx: *framework.RunCtx, parsed: ParsedArgs) !void {
|
|||
// Attribution uses the resolved CommitSpecs so --commit-*
|
||||
// overrides + date fallbacks share one classifier. The caller
|
||||
// adapts dates to `CommitSpec.date_at_or_before` upstream.
|
||||
const attribution = contributions.computeAttributionSpec(io, allocator, ctx.environ_map, svc, attr_paths, attr_before, attr_after_opt, as_of, color, ctx.globals.refresh_policy);
|
||||
// It reuses the live side's price load rather than repeating it.
|
||||
const known: ?contributions.KnownPrices = if (live_data) |*ld| ld.knownPrices() else null;
|
||||
const attribution = contributions.computeAttributionSpec(io, allocator, ctx.environ_map, svc, attr_paths, attr_before, attr_after_opt, as_of, color, ctx.globals.refresh_policy, known);
|
||||
|
||||
try renderFromParts(out, color, allocator, .{
|
||||
.then_date = then_date,
|
||||
|
|
@ -509,7 +511,8 @@ pub fn run(ctx: *framework.RunCtx, parsed: ParsedArgs) !void {
|
|||
var now_side = try compare_core.loadSnapshotSide(io, allocator, hist_dir, now_date);
|
||||
defer now_side.deinit(allocator);
|
||||
|
||||
const attribution = contributions.computeAttributionSpec(io, allocator, ctx.environ_map, svc, attr_paths, attr_before, attr_after_opt, as_of, color, ctx.globals.refresh_policy);
|
||||
// No live price load on this side to reuse.
|
||||
const attribution = contributions.computeAttributionSpec(io, allocator, ctx.environ_map, svc, attr_paths, attr_before, attr_after_opt, as_of, color, ctx.globals.refresh_policy, null);
|
||||
|
||||
try renderFromParts(out, color, allocator, .{
|
||||
.then_date = then_date,
|
||||
|
|
|
|||
|
|
@ -459,7 +459,7 @@ fn runImpl(
|
|||
return;
|
||||
}
|
||||
|
||||
var ctx = prepareReport(io, allocator, arena, env, svc, paths, before, after, as_of, color, refresh, .verbose) catch return;
|
||||
var ctx = prepareReport(io, allocator, arena, env, svc, paths, before, after, as_of, color, refresh, .verbose, null) catch return;
|
||||
defer ctx.deinit();
|
||||
|
||||
try printReport(out, &ctx.report, ctx.endpoints.label, color);
|
||||
|
|
@ -490,6 +490,28 @@ const ReportContext = struct {
|
|||
|
||||
const PrepareError = error{PrepareFailed};
|
||||
|
||||
/// Prices a caller already loaded through `cli.loadPortfolioPrices`,
|
||||
/// handed to the pipeline so it doesn't load them a second time. `audit`
|
||||
/// and `compare` call this pipeline as a library right after loading
|
||||
/// prices for their own output; loading again re-scanned every candle
|
||||
/// file and printed a second "Loaded N symbols" line, which in `audit`
|
||||
/// landed mid-table.
|
||||
///
|
||||
/// Only symbols missing from `requested` are loaded - in practice the
|
||||
/// ones held at the before-side commit but sold since, or held in a
|
||||
/// portfolio file the caller didn't load.
|
||||
pub const KnownPrices = struct {
|
||||
/// Every symbol the caller asked the loader for. One that is absent
|
||||
/// from `closes` failed to load; asking again under the same refresh
|
||||
/// policy fails the same way, so it is not retried.
|
||||
requested: []const []const u8,
|
||||
/// The loader's raw closes (`LoadAllResult.prices`). NOT a map that
|
||||
/// `buildFallbackPrices` or a manual-price pass has filled in: this
|
||||
/// pipeline applies its own fallbacks (`outflowUnitValue`), and a
|
||||
/// manual or avg-cost entry posing as a close would change them.
|
||||
closes: *const std.StringHashMap(f64),
|
||||
};
|
||||
|
||||
/// Run the common pipeline - resolve endpoints, load the merged
|
||||
/// portfolio at both revisions, fetch prices, build the report.
|
||||
///
|
||||
|
|
@ -510,6 +532,9 @@ const PrepareError = error{PrepareFailed};
|
|||
/// Stderr output is gated by `verbosity`: `.verbose` is the `run`
|
||||
/// path (user sees why things failed); `.silent` is the attribution
|
||||
/// path (failure just means "no attribution line", don't nag).
|
||||
///
|
||||
/// `known` is prices the caller has already loaded (see `KnownPrices`);
|
||||
/// null loads everything.
|
||||
fn prepareReport(
|
||||
io: std.Io,
|
||||
allocator: std.mem.Allocator,
|
||||
|
|
@ -523,6 +548,7 @@ fn prepareReport(
|
|||
color: bool,
|
||||
refresh: framework.RefreshPolicy,
|
||||
verbosity: Verbosity,
|
||||
known: ?KnownPrices,
|
||||
) PrepareError!ReportContext {
|
||||
if (paths.len == 0) {
|
||||
if (verbosity == .verbose) cli.stderrPrint(io, "Error: No portfolio file found\n");
|
||||
|
|
@ -601,12 +627,11 @@ fn prepareReport(
|
|||
sym_set.put(l.priceSymbol(), {}) catch return error.PrepareFailed;
|
||||
}
|
||||
}
|
||||
var syms: std.ArrayList([]const u8) = .empty;
|
||||
var sit = sym_set.keyIterator();
|
||||
while (sit.next()) |k| syms.append(arena, k.*) catch return error.PrepareFailed;
|
||||
// Take what the caller already loaded; load only the rest.
|
||||
const missing = takeKnownPrices(arena, &sym_set, known, &prices) catch return error.PrepareFailed;
|
||||
|
||||
if (syms.items.len > 0) {
|
||||
var load_result = cli.loadPortfolioPrices(io, svc, syms.items, &.{}, refresh, color);
|
||||
if (missing.len > 0) {
|
||||
var load_result = cli.loadPortfolioPrices(io, svc, missing, &.{}, refresh, color);
|
||||
defer load_result.deinit();
|
||||
var pit = load_result.prices.iterator();
|
||||
while (pit.next()) |entry| {
|
||||
|
|
@ -692,6 +717,34 @@ fn prepareReport(
|
|||
};
|
||||
}
|
||||
|
||||
/// Split the symbols `prepareReport` needs (`needed`) into those the
|
||||
/// caller already has a load result for and those still to load. Known
|
||||
/// closes are copied into `prices`; a symbol the caller asked for but
|
||||
/// got no close for is dropped, not retried (see `KnownPrices`). Returns
|
||||
/// the symbols to load, allocated in `arena`. With `known` null, that is
|
||||
/// all of them.
|
||||
fn takeKnownPrices(
|
||||
arena: std.mem.Allocator,
|
||||
needed: *const std.StringHashMap(void),
|
||||
known: ?KnownPrices,
|
||||
prices: *std.StringHashMap(f64),
|
||||
) ![]const []const u8 {
|
||||
var asked = std.StringHashMap(void).init(arena);
|
||||
if (known) |k| for (k.requested) |sym| try asked.put(sym, {});
|
||||
|
||||
var missing: std.ArrayList([]const u8) = .empty;
|
||||
var it = needed.keyIterator();
|
||||
while (it.next()) |sym| {
|
||||
if (known) |k| if (k.closes.get(sym.*)) |close| {
|
||||
try prices.put(sym.*, close);
|
||||
continue;
|
||||
};
|
||||
if (asked.contains(sym.*)) continue;
|
||||
try missing.append(arena, sym.*);
|
||||
}
|
||||
return missing.items;
|
||||
}
|
||||
|
||||
/// Whether `resolveEndpoints` / `prepareReport` should print
|
||||
/// explanatory stderr messages when the window can't be resolved. The
|
||||
/// main `run` command uses `.verbose` so the user sees why the command
|
||||
|
|
@ -1211,7 +1264,8 @@ pub const AttributionSummary = struct {
|
|||
///
|
||||
/// Parameters mirror `run` but without the writer/color: no output
|
||||
/// is produced. Failures swallow silently via the shared
|
||||
/// `prepareReport` helper's `.silent` verbosity.
|
||||
/// `prepareReport` helper's `.silent` verbosity. Pass `known` when the
|
||||
/// caller has just loaded prices itself (live-mode `compare` has).
|
||||
///
|
||||
/// Classification logic is SOLELY in `computeReport` - this function
|
||||
/// just buckets pre-classified change kinds into their totals. In
|
||||
|
|
@ -1231,6 +1285,7 @@ pub fn computeAttributionSpec(
|
|||
as_of: Date,
|
||||
color: bool,
|
||||
refresh: framework.RefreshPolicy,
|
||||
known: ?KnownPrices,
|
||||
) ?AttributionSummary {
|
||||
if (before == null and after != null) return null;
|
||||
|
||||
|
|
@ -1238,7 +1293,7 @@ pub fn computeAttributionSpec(
|
|||
defer arena_state.deinit();
|
||||
const arena = arena_state.allocator();
|
||||
|
||||
var ctx = prepareReport(io, allocator, arena, env, svc, paths, before, after, as_of, color, refresh, .silent) catch return null;
|
||||
var ctx = prepareReport(io, allocator, arena, env, svc, paths, before, after, as_of, color, refresh, .silent, known) catch return null;
|
||||
defer ctx.deinit();
|
||||
|
||||
return summarizeAttribution(ctx);
|
||||
|
|
@ -1315,7 +1370,9 @@ pub const UnmatchedLargeLotSet = struct {
|
|||
/// the lot as an external contribution or add a transfer record
|
||||
/// when it was really an internal movement. Works whether or not
|
||||
/// `transaction_log.srf` exists - when absent, every large lot
|
||||
/// surfaces since nothing gets reclassified.
|
||||
/// surfaces since nothing gets reclassified. `known` is the prices
|
||||
/// audit loaded for its reconciliation, if it ran one (see
|
||||
/// `KnownPrices`).
|
||||
pub fn findUnmatchedLargeLots(
|
||||
io: std.Io,
|
||||
allocator: std.mem.Allocator,
|
||||
|
|
@ -1326,6 +1383,7 @@ pub fn findUnmatchedLargeLots(
|
|||
as_of: Date,
|
||||
color: bool,
|
||||
refresh: framework.RefreshPolicy,
|
||||
known: ?KnownPrices,
|
||||
) !?UnmatchedLargeLotSet {
|
||||
var arena_state = std.heap.ArenaAllocator.init(allocator);
|
||||
errdefer arena_state.deinit();
|
||||
|
|
@ -1339,7 +1397,7 @@ pub fn findUnmatchedLargeLots(
|
|||
//
|
||||
// Separate allocator here so we can tear the whole thing down
|
||||
// via `arena_state.deinit` once we've copied out the descriptors.
|
||||
var ctx = prepareReport(io, allocator, arena, env, svc, paths, null, null, as_of, color, refresh, .silent) catch |err| {
|
||||
var ctx = prepareReport(io, allocator, arena, env, svc, paths, null, null, as_of, color, refresh, .silent, known) catch |err| {
|
||||
std.log.scoped(.contributions).debug("large-lot check skipped: no comparable window ({t})", .{err});
|
||||
arena_state.deinit();
|
||||
return null;
|
||||
|
|
@ -6890,7 +6948,7 @@ test "prepareReport: a lot archived into a sibling portfolio file is one sale" {
|
|||
var svc = zfin.DataService.init(io, std.testing.allocator, .{ .cache_dir = dir });
|
||||
defer svc.deinit();
|
||||
|
||||
var ctx = prepareReport(io, std.testing.allocator, allocator, &env, &svc, paths, null, null, Date.fromYmd(2026, 8, 17), false, .never, .silent) catch return;
|
||||
var ctx = prepareReport(io, std.testing.allocator, allocator, &env, &svc, paths, null, null, Date.fromYmd(2026, 8, 17), false, .never, .silent, null) catch return;
|
||||
defer ctx.deinit();
|
||||
|
||||
var sale: ?Change = null;
|
||||
|
|
@ -6956,7 +7014,7 @@ test "prepareReport: a CD archived unchanged pays out in the commits that span i
|
|||
var svc = zfin.DataService.init(io, std.testing.allocator, .{ .cache_dir = dir });
|
||||
defer svc.deinit();
|
||||
|
||||
var ctx = prepareReport(io, std.testing.allocator, allocator, &env, &svc, paths, null, null, Date.fromYmd(2026, 3, 10), false, .never, .silent) catch return error.PrepareFailed;
|
||||
var ctx = prepareReport(io, std.testing.allocator, allocator, &env, &svc, paths, null, null, Date.fromYmd(2026, 3, 10), false, .never, .silent, null) catch return error.PrepareFailed;
|
||||
defer ctx.deinit();
|
||||
|
||||
try std.testing.expectEqual(@as(usize, 1), countKind(ctx.report, .cd_matured));
|
||||
|
|
@ -7018,7 +7076,7 @@ test "prepareReport: a cached dividend on an opted-in account leaves attribution
|
|||
var svc = zfin.DataService.init(io, std.testing.allocator, .{ .cache_dir = dir });
|
||||
defer svc.deinit();
|
||||
|
||||
var ctx = prepareReport(io, std.testing.allocator, allocator, &env, &svc, paths, null, null, Date.fromYmd(2026, 9, 28), false, .never, .silent) catch return error.PrepareFailed;
|
||||
var ctx = prepareReport(io, std.testing.allocator, allocator, &env, &svc, paths, null, null, Date.fromYmd(2026, 9, 28), false, .never, .silent, null) catch return error.PrepareFailed;
|
||||
defer ctx.deinit();
|
||||
|
||||
try std.testing.expectApproxEqAbs(@as(f64, 364.58), summarizeAttribution(ctx).total(), 0.01);
|
||||
|
|
@ -7052,13 +7110,104 @@ test "prepareReport: with no dividend data the report runs and counts the cash a
|
|||
var svc = zfin.DataService.init(io, std.testing.allocator, .{ .cache_dir = dir });
|
||||
defer svc.deinit();
|
||||
|
||||
var ctx = prepareReport(io, std.testing.allocator, allocator, &env, &svc, paths, null, null, Date.fromYmd(2026, 9, 28), false, .never, .silent) catch return error.PrepareFailed;
|
||||
var ctx = prepareReport(io, std.testing.allocator, allocator, &env, &svc, paths, null, null, Date.fromYmd(2026, 9, 28), false, .never, .silent, null) catch return error.PrepareFailed;
|
||||
defer ctx.deinit();
|
||||
|
||||
try std.testing.expectApproxEqAbs(@as(f64, 470.98), summarizeAttribution(ctx).total(), 0.01);
|
||||
try std.testing.expect(cashDeltaIn(ctx.report, "Sample HSA") == null);
|
||||
}
|
||||
|
||||
test "takeKnownPrices: copies known closes, skips asked-but-failed, loads the rest" {
|
||||
var arena_state = std.heap.ArenaAllocator.init(std.testing.allocator);
|
||||
defer arena_state.deinit();
|
||||
const arena = arena_state.allocator();
|
||||
|
||||
var needed = std.StringHashMap(void).init(arena);
|
||||
for ([_][]const u8{ "VTI", "SCHD", "SOLD" }) |s| try needed.put(s, {});
|
||||
|
||||
// No caller load: everything is still to load.
|
||||
{
|
||||
var prices = std.StringHashMap(f64).init(arena);
|
||||
const missing = try takeKnownPrices(arena, &needed, null, &prices);
|
||||
try std.testing.expectEqual(@as(usize, 3), missing.len);
|
||||
try std.testing.expectEqual(@as(u32, 0), prices.count());
|
||||
}
|
||||
|
||||
// The caller asked for VTI and SCHD; SCHD failed. SOLD (held only at
|
||||
// the before-side commit) was never asked for.
|
||||
{
|
||||
var closes = std.StringHashMap(f64).init(arena);
|
||||
try closes.put("VTI", 300);
|
||||
const known: KnownPrices = .{ .requested = &.{ "VTI", "SCHD" }, .closes = &closes };
|
||||
var prices = std.StringHashMap(f64).init(arena);
|
||||
const missing = try takeKnownPrices(arena, &needed, known, &prices);
|
||||
try std.testing.expectEqual(@as(usize, 1), missing.len);
|
||||
try std.testing.expectEqualStrings("SOLD", missing[0]);
|
||||
try std.testing.expectEqual(@as(f64, 300), prices.get("VTI").?);
|
||||
// Failed once under this refresh policy -> not retried, no price.
|
||||
try std.testing.expect(!prices.contains("SCHD"));
|
||||
}
|
||||
}
|
||||
|
||||
test "prepareReport: values share changes at the caller's closes instead of loading again" {
|
||||
// End to end through git. The cache is empty and the policy is
|
||||
// `.never`, so a fresh load here finds nothing and a share change is
|
||||
// valued at open_price; a caller-supplied close must be used instead.
|
||||
if (!test_git.available(std.testing.allocator)) return;
|
||||
|
||||
const io = std.testing.io;
|
||||
var arena_state = std.heap.ArenaAllocator.init(std.testing.allocator);
|
||||
defer arena_state.deinit();
|
||||
const allocator = arena_state.allocator();
|
||||
|
||||
var tmp = std.testing.tmpDir(.{});
|
||||
defer tmp.cleanup();
|
||||
var path_buf: [std.fs.max_path_bytes]u8 = undefined;
|
||||
const dir_len = try tmp.dir.realPathFile(io, ".", &path_buf);
|
||||
const dir = path_buf[0..dir_len];
|
||||
|
||||
try tmp.dir.writeFile(io, .{ .sub_path = "portfolio.srf", .data = "#!srfv1\nsymbol::VTI,shares:num:100,open_date::2024-01-15,open_price:num:200,account::Sample IRA\n" });
|
||||
try test_git.run(allocator, dir, null, &.{ "init", "-q" });
|
||||
try test_git.run(allocator, dir, null, &.{ "config", "user.email", "test@example.com" });
|
||||
try test_git.run(allocator, dir, null, &.{ "config", "user.name", "Test" });
|
||||
try test_git.run(allocator, dir, null, &.{ "config", "commit.gpgsign", "false" });
|
||||
try test_git.run(allocator, dir, null, &.{ "add", "portfolio.srf" });
|
||||
try test_git.run(allocator, dir, "2026-09-19T12:00:00", &.{ "commit", "-q", "-m", "before" });
|
||||
// Working copy: 10 more shares on the same lot.
|
||||
try tmp.dir.writeFile(io, .{ .sub_path = "portfolio.srf", .data = "#!srfv1\nsymbol::VTI,shares:num:110,open_date::2024-01-15,open_price:num:200,account::Sample IRA\n" });
|
||||
|
||||
var env = try std.testing.environ.createMap(allocator);
|
||||
defer env.deinit();
|
||||
const port_path = try std.fs.path.join(allocator, &.{ dir, "portfolio.srf" });
|
||||
const paths: []const []const u8 = &.{port_path};
|
||||
var svc = zfin.DataService.init(io, std.testing.allocator, .{ .cache_dir = dir });
|
||||
defer svc.deinit();
|
||||
|
||||
const Run = struct {
|
||||
fn vtiUnitValue(ctx: ReportContext) !f64 {
|
||||
for (ctx.report.changes) |c| {
|
||||
if (std.mem.eql(u8, c.symbol, "VTI")) return c.unit_value;
|
||||
}
|
||||
return error.NoVtiChange;
|
||||
}
|
||||
};
|
||||
|
||||
// Without a caller load: nothing cached, so open_price.
|
||||
{
|
||||
var ctx = try prepareReport(io, std.testing.allocator, allocator, &env, &svc, paths, null, null, Date.fromYmd(2026, 9, 28), false, .never, .silent, null);
|
||||
defer ctx.deinit();
|
||||
try std.testing.expectApproxEqAbs(@as(f64, 200), try Run.vtiUnitValue(ctx), 0.001);
|
||||
}
|
||||
// With one: the caller's close.
|
||||
{
|
||||
var closes = std.StringHashMap(f64).init(allocator);
|
||||
try closes.put("VTI", 300);
|
||||
var ctx = try prepareReport(io, std.testing.allocator, allocator, &env, &svc, paths, null, null, Date.fromYmd(2026, 9, 28), false, .never, .silent, .{ .requested = &.{"VTI"}, .closes = &closes });
|
||||
defer ctx.deinit();
|
||||
try std.testing.expectApproxEqAbs(@as(f64, 300), try Run.vtiUnitValue(ctx), 0.001);
|
||||
}
|
||||
}
|
||||
|
||||
test "computeReport: stock open_price renormalized reclassified as edit" {
|
||||
// Reconciliation tweak: user updates `open_price` to match the
|
||||
// institutional-share-class NAV, leaving everything else alone.
|
||||
|
|
|
|||
|
|
@ -12,6 +12,7 @@ const std = @import("std");
|
|||
const zfin = @import("../root.zig");
|
||||
const cli = @import("common.zig");
|
||||
const framework = @import("framework.zig");
|
||||
const contributions = @import("contributions.zig");
|
||||
const fmt = cli.fmt;
|
||||
const Date = zfin.Date;
|
||||
const Money = @import("../Money.zig");
|
||||
|
|
@ -370,7 +371,10 @@ const AsOfResolution = struct {
|
|||
/// `prices` is retained alongside the summary so callers that
|
||||
/// need per-symbol price lookups (e.g. `compare`'s LiveSide via
|
||||
/// `compare_core.aggregateLiveStocks`) can borrow without
|
||||
/// re-fetching.
|
||||
/// re-fetching. It includes the manual and avg-cost fallbacks
|
||||
/// `buildPortfolioData` adds; `closes` is the loader's output before
|
||||
/// them, for consumers that apply their own fallbacks (see
|
||||
/// `knownPrices`).
|
||||
///
|
||||
/// Caller owns the fields and must call `deinit` after the helper
|
||||
/// returns.
|
||||
|
|
@ -378,12 +382,20 @@ pub const LiveData = struct {
|
|||
loaded: cli.LoadedPortfolio,
|
||||
pf_data: cli.PortfolioData,
|
||||
prices: std.StringHashMap(f64),
|
||||
closes: std.StringHashMap(f64),
|
||||
|
||||
pub fn deinit(self: *LiveData, allocator: std.mem.Allocator) void {
|
||||
self.closes.deinit();
|
||||
self.prices.deinit();
|
||||
self.pf_data.deinit(allocator);
|
||||
self.loaded.deinit(allocator);
|
||||
}
|
||||
|
||||
/// The price load this was built from, for the contributions
|
||||
/// pipeline to reuse instead of loading again.
|
||||
pub fn knownPrices(self: *const LiveData) contributions.KnownPrices {
|
||||
return .{ .requested = self.loaded.syms, .closes = &self.closes };
|
||||
}
|
||||
};
|
||||
|
||||
/// Load the live portfolio (multi-file union-merge), fetch prices
|
||||
|
|
@ -408,26 +420,27 @@ pub fn loadLiveData(
|
|||
var loaded = cli.loadPortfolio(ctx, today) orelse return null;
|
||||
errdefer loaded.deinit(allocator);
|
||||
|
||||
var prices = std.StringHashMap(f64).init(allocator);
|
||||
// Keep the loader's own map as `closes`; `prices` is a copy that
|
||||
// `buildPortfolioData` fills in.
|
||||
var closes = cli.loadPortfolioPrices(io, svc, loaded.syms, &.{}, ctx.globals.refresh_policy, color).prices;
|
||||
errdefer closes.deinit();
|
||||
var prices = try closes.clone();
|
||||
errdefer prices.deinit();
|
||||
{
|
||||
var load_result = cli.loadPortfolioPrices(io, svc, loaded.syms, &.{}, ctx.globals.refresh_policy, color);
|
||||
defer load_result.deinit();
|
||||
var it = load_result.prices.iterator();
|
||||
while (it.next()) |entry| {
|
||||
try prices.put(entry.key_ptr.*, entry.value_ptr.*);
|
||||
}
|
||||
}
|
||||
|
||||
const pf_data = cli.buildPortfolioData(allocator, loaded.portfolio, loaded.positions, loaded.syms, &prices, svc, today) catch |err| switch (err) {
|
||||
error.NoAllocations, error.SummaryFailed => {
|
||||
cli.stderrPrint(io, "Error computing portfolio summary.\n");
|
||||
// A null return isn't an error return: the errdefers above
|
||||
// don't run on it.
|
||||
prices.deinit();
|
||||
closes.deinit();
|
||||
loaded.deinit(allocator);
|
||||
return null;
|
||||
},
|
||||
else => return err,
|
||||
};
|
||||
|
||||
return .{ .loaded = loaded, .pf_data = pf_data, .prices = prices };
|
||||
return .{ .loaded = loaded, .pf_data = pf_data, .prices = prices, .closes = closes };
|
||||
}
|
||||
|
||||
/// Per-call configuration for `runBands`. Bundled because the
|
||||
|
|
@ -2164,10 +2177,12 @@ fn makeTestLiveData(io: std.Io, svc: *zfin.DataService, pf_path: []const u8, tod
|
|||
var prices = std.StringHashMap(f64).init(allocator);
|
||||
errdefer prices.deinit();
|
||||
try prices.put("VTI", 200.0);
|
||||
var closes = try prices.clone();
|
||||
errdefer closes.deinit();
|
||||
|
||||
const pf_data = try portfolio_loader.buildPortfolioData(allocator, loaded.portfolio, loaded.positions, loaded.syms, &prices, svc, today);
|
||||
|
||||
return .{ .loaded = loaded, .pf_data = pf_data, .prices = prices };
|
||||
return .{ .loaded = loaded, .pf_data = pf_data, .prices = prices, .closes = closes };
|
||||
}
|
||||
|
||||
/// Write a `history/imported_values.srf` with the given body into
|
||||
|
|
@ -2179,6 +2194,37 @@ fn writeFixtureImported(io: std.Io, tmp: *std.testing.TmpDir, body: []const u8)
|
|||
try hist_dir.writeFile(io, .{ .sub_path = "imported_values.srf", .data = body });
|
||||
}
|
||||
|
||||
test "LiveData.knownPrices hands over the loader's closes, not the fallback-filled prices" {
|
||||
// The contributions pipeline applies its own fallbacks, so an
|
||||
// avg-cost entry posing as a close would change what it reports.
|
||||
const io = std.testing.io;
|
||||
var tmp = std.testing.tmpDir(.{});
|
||||
defer tmp.cleanup();
|
||||
var svc = makeTestSvc();
|
||||
defer svc.deinit();
|
||||
|
||||
// VTI has a close (makeTestLiveData supplies 200); SCHD has none.
|
||||
try tmp.dir.writeFile(io, .{ .sub_path = "portfolio.srf", .data =
|
||||
\\#!srfv1
|
||||
\\symbol::VTI,shares:num:100,open_date::2020-01-15,open_price:num:200,account::Sample Roth
|
||||
\\symbol::SCHD,shares:num:10,open_date::2020-01-15,open_price:num:25,account::Sample Roth
|
||||
\\
|
||||
});
|
||||
const pf = try makeTestPortfolioPath(io, &tmp, testing.allocator);
|
||||
defer testing.allocator.free(pf);
|
||||
|
||||
var ld = try makeTestLiveData(io, &svc, pf, Date.fromYmd(2026, 3, 13));
|
||||
defer ld.deinit(testing.allocator);
|
||||
|
||||
// `buildPortfolioData` filled SCHD in at its average cost...
|
||||
try testing.expectApproxEqAbs(@as(f64, 25), ld.prices.get("SCHD").?, 0.001);
|
||||
// ...but the hand-off carries only what the loader produced.
|
||||
const known = ld.knownPrices();
|
||||
try testing.expectApproxEqAbs(@as(f64, 200), known.closes.get("VTI").?, 0.001);
|
||||
try testing.expect(!known.closes.contains("SCHD"));
|
||||
try testing.expectEqual(ld.loaded.syms.len, known.requested.len);
|
||||
}
|
||||
|
||||
test "runBands: imported-only as_of scales today's composition and renders body" {
|
||||
const io = std.testing.io;
|
||||
var tmp = std.testing.tmpDir(.{});
|
||||
|
|
|
|||
Loading…
Add table
Reference in a new issue