//! Shared formatting utilities used by both CLI and TUI. //! //! Number formatting (fmtIntCommas, etc.), financial helpers //! (capitalGainsIndicator, filterNearMoney), and braille chart computation. const std = @import("std"); const Date = @import("Date.zig"); const Money = @import("Money.zig"); const Candle = @import("models/candle.zig").Candle; const Lot = @import("models/portfolio.zig").Lot; const OptionContract = @import("models/option.zig").OptionContract; const EarningsEvent = @import("models/earnings.zig").EarningsEvent; const PerformanceResult = @import("analytics/performance.zig").PerformanceResult; // ── Layout constants ───────────────────────────────────────── /// Width of the symbol column in portfolio view (CLI + TUI). pub const sym_col_width = 7; /// Comptime format spec for left-aligned symbol column, e.g. "{s:<7}". pub const sym_col_spec = std.fmt.comptimePrint("{{s:<{d}}}", .{sym_col_width}); /// Width of the account name column in cash section (CLI + TUI). pub const cash_acct_width = 30; /// Format the cash section column header: " Account Balance Note" pub fn fmtCashHeader(buf: []u8) []const u8 { const w = cash_acct_width; var pos: usize = 0; @memcpy(buf[0..2], " "); pos += 2; const acct_label = "Account"; @memcpy(buf[pos..][0..acct_label.len], acct_label); @memset(buf[pos + acct_label.len ..][0 .. w - acct_label.len], ' '); pos += w; buf[pos] = ' '; pos += 1; const bal_label = "Balance"; const bal_pad = if (bal_label.len < 14) 14 - bal_label.len else 0; @memset(buf[pos..][0..bal_pad], ' '); pos += bal_pad; @memcpy(buf[pos..][0..bal_label.len], bal_label); pos += bal_label.len; @memcpy(buf[pos..][0..2], " "); pos += 2; const note_label = "Note"; @memcpy(buf[pos..][0..note_label.len], note_label); pos += note_label.len; return buf[0..pos]; } /// Format a cash row: " account_name $1,234.56 some note" /// Returns a slice of `buf`. pub fn fmtCashRow(buf: []u8, account: []const u8, amount: f64, note: ?[]const u8) []const u8 { var money_buf: [24]u8 = undefined; const money = std.fmt.bufPrint(&money_buf, "{f}", .{Money.from(amount)}) catch "$?"; const w = cash_acct_width; // " {name:14} {note}" const prefix = " "; var pos: usize = 0; @memcpy(buf[pos..][0..prefix.len], prefix); pos += prefix.len; const name_len = @min(account.len, w); @memcpy(buf[pos..][0..name_len], account[0..name_len]); if (name_len < w) @memset(buf[pos + name_len ..][0 .. w - name_len], ' '); pos += w; buf[pos] = ' '; pos += 1; // Right-align money in 14 chars const money_pad = if (money.len < 14) 14 - money.len else 0; @memset(buf[pos..][0..money_pad], ' '); pos += money_pad; @memcpy(buf[pos..][0..money.len], money); pos += money.len; // Append note if present if (note) |n| { if (n.len > 0) { @memcpy(buf[pos..][0..2], " "); pos += 2; const note_len = @min(n.len, buf.len - pos); @memcpy(buf[pos..][0..note_len], n[0..note_len]); pos += note_len; } } return buf[0..pos]; } /// Format the cash total separator line. pub fn fmtCashSep(buf: []u8) []const u8 { const w = cash_acct_width; var pos: usize = 0; @memcpy(buf[0..2], " "); pos += 2; @memset(buf[pos..][0..w], '-'); pos += w; buf[pos] = ' '; pos += 1; @memset(buf[pos..][0..14], '-'); pos += 14; return buf[0..pos]; } /// Format the cash total row. pub fn fmtCashTotal(buf: []u8, total: f64) []const u8 { var money_buf: [24]u8 = undefined; const money = std.fmt.bufPrint(&money_buf, "{f}", .{Money.from(total)}) catch "$?"; const w = cash_acct_width; var pos: usize = 0; @memcpy(buf[0..2], " "); pos += 2; // Right-align "TOTAL" in w chars const label = "TOTAL"; const label_pad = w - label.len; @memset(buf[pos..][0..label_pad], ' '); pos += label_pad; @memcpy(buf[pos..][0..label.len], label); pos += label.len; buf[pos] = ' '; pos += 1; const money_pad = if (money.len < 14) 14 - money.len else 0; @memset(buf[pos..][0..money_pad], ' '); pos += money_pad; @memcpy(buf[pos..][0..money.len], money); pos += money.len; return buf[0..pos]; } /// Format the illiquid section column header: " Asset Value Note" pub fn fmtIlliquidHeader(buf: []u8) []const u8 { const w = cash_acct_width; var pos: usize = 0; @memcpy(buf[0..2], " "); pos += 2; const asset_label = "Asset"; @memcpy(buf[pos..][0..asset_label.len], asset_label); @memset(buf[pos + asset_label.len ..][0 .. w - asset_label.len], ' '); pos += w; buf[pos] = ' '; pos += 1; const val_label = "Value"; const val_pad = if (val_label.len < 14) 14 - val_label.len else 0; @memset(buf[pos..][0..val_pad], ' '); pos += val_pad; @memcpy(buf[pos..][0..val_label.len], val_label); pos += val_label.len; @memcpy(buf[pos..][0..2], " "); pos += 2; const note_label = "Note"; @memcpy(buf[pos..][0..note_label.len], note_label); pos += note_label.len; return buf[0..pos]; } /// Format an illiquid asset row: " House $1,200,000.00 Primary residence" /// Returns a slice of `buf`. pub fn fmtIlliquidRow(buf: []u8, name: []const u8, value: f64, note: ?[]const u8) []const u8 { return fmtCashRow(buf, name, value, note); } /// Format the illiquid total separator line. pub const fmtIlliquidSep = fmtCashSep; /// Format the illiquid total row. pub const fmtIlliquidTotal = fmtCashTotal; // ── Number formatters ──────────────────────────────────────── // Money formatters live in `src/Money.zig`. Use // `Money.from(amount)` with `{f}` for the default `$1,234.56` // rendering, or call `.whole()` / `.trim()` / `.signed()` / // `.padRight(N)` for variants. See `Money.zig` for the API. /// Format an integer with commas (e.g. 1234567 -> "1,234,567"). pub fn fmtIntCommas(buf: []u8, value: u64) []const u8 { var tmp: [32]u8 = undefined; var pos: usize = tmp.len; var v = value; var digit_count: usize = 0; if (v == 0) { pos -= 1; tmp[pos] = '0'; } else { while (v > 0) { if (digit_count > 0 and digit_count % 3 == 0) { pos -= 1; tmp[pos] = ','; } pos -= 1; tmp[pos] = '0' + @as(u8, @intCast(v % 10)); v /= 10; digit_count += 1; } } const len = tmp.len - pos; if (len > buf.len) return "?"; @memcpy(buf[0..len], tmp[pos..]); return buf[0..len]; } /// Format an earlier timestamp as relative time measured against a /// reference point ("just now", "5m ago", "2h ago", "3d ago"). /// /// Pure: takes two unix-epoch-seconds values — `before_s` (the earlier /// event being aged) and `after_s` (the reference "now"). Caller /// captures `after_s` via `std.Io.Timestamp.now(io, .real).toSeconds()` /// once per frame/command and passes it in. /// /// Returns `""` when `before_s == 0` (caller-convention for "unset"). /// Returns `"just now"` when `before_s > after_s` (clock skew or unset) /// or when the delta is under a minute. pub fn fmtTimeAgo(buf: []u8, before_s: i64, after_s: i64) []const u8 { if (before_s == 0) return ""; const delta = after_s - before_s; if (delta < 0) return "just now"; if (delta < 60) return "just now"; if (delta < std.time.s_per_hour) { return std.fmt.bufPrint(buf, "{d}m ago", .{@as(u64, @intCast(@divFloor(delta, std.time.s_per_min)))}) catch "?"; } if (delta < std.time.s_per_day) { return std.fmt.bufPrint(buf, "{d}h ago", .{@as(u64, @intCast(@divFloor(delta, std.time.s_per_hour)))}) catch "?"; } return std.fmt.bufPrint(buf, "{d}d ago", .{@as(u64, @intCast(@divFloor(delta, std.time.s_per_day)))}) catch "?"; } /// Format large numbers with T/B/M suffixes (e.g. "1.5B", "45.6M"). pub fn fmtLargeNum(val: f64) [15]u8 { var result: [15]u8 = @splat(' '); if (val >= 1_000_000_000_000) { _ = std.fmt.bufPrint(&result, "{d:.1}T", .{val / 1_000_000_000_000}) catch {}; } else if (val >= 1_000_000_000) { _ = std.fmt.bufPrint(&result, "{d:.1}B", .{val / 1_000_000_000}) catch {}; } else if (val >= 1_000_000) { _ = std.fmt.bufPrint(&result, "{d:.1}M", .{val / 1_000_000}) catch {}; } else { _ = std.fmt.bufPrint(&result, "{d:.0}", .{val}) catch {}; } return result; } // ── Display-width helpers ──────────────────────────────────── /// Count the number of terminal display columns occupied by a /// UTF-8 string. ASCII bytes count as 1 column; multibyte UTF-8 /// sequences (em-dash `—`, chevrons `▶`/`▼`, etc.) also count /// as 1 column. Continuation bytes count as 0. /// /// This is a pragmatic helper for table-layout code, not a /// full Unicode width database — it doesn't attempt to handle /// East-Asian wide chars, combining marks, or zero-width /// joiners. The strings that flow through table cells in this /// codebase are short and use only single-column glyphs. pub fn displayCols(s: []const u8) usize { var cols: usize = 0; var i: usize = 0; while (i < s.len) { const b = s[i]; if (b < 0x80) { cols += 1; i += 1; } else if (b < 0xC0) { // Continuation byte (shouldn't lead a sequence; skip) i += 1; } else if (b < 0xE0) { cols += 1; i += 2; } else if (b < 0xF0) { cols += 1; i += 3; } else { cols += 1; i += 4; } } return cols; } /// Right-pad `content` to `target_cols` *display columns* by /// appending spaces in-place. `content` must already live at /// the start of `buf`; the function appends spaces directly /// after it and returns the padded slice. If `content` is /// already at or beyond `target_cols`, it's returned unchanged. /// If `buf` is too small for the padded result, returns the /// original content unmodified. /// /// Use when you've written a cell into a stack buffer and need /// to pad it to a fixed-column table layout. Display-column /// aware (so multibyte content like `—` doesn't get under-padded /// the way Zig's byte-padding `{s: = target_cols) return content; const pad = target_cols - have; if (content.len + pad > buf.len) return content; @memset(buf[content.len .. content.len + pad], ' '); return buf[0 .. content.len + pad]; } /// Render an em-dash (`—`) horizontally centered inside a cell /// of `width` display columns, padded with spaces on both /// sides. Used for table cells where the value is unavailable /// (e.g. illiquid totals on imported-only history rows). /// /// Writes into `buf` and returns a slice of it. `buf` should be /// at least `width + 2` bytes — the em-dash itself is 3 bytes / /// 1 column, so the returned byte length is `width + 2` (one /// 3-byte multibyte sequence in a width-col cell). pub fn centerDash(buf: []u8, width: usize) []const u8 { const dash = "—"; const pad = (width -| 1) / 2; var pos: usize = 0; // Left padding (ASCII spaces — 1 byte = 1 col). while (pos < pad and pos < buf.len) : (pos += 1) buf[pos] = ' '; // Dash glyph (3 bytes, 1 col). if (pos + dash.len <= buf.len) { @memcpy(buf[pos .. pos + dash.len], dash); pos += dash.len; } // Trailing padding: keep filling spaces until total *display // columns* hits `width`. We can't reuse the `pos < width` // shortcut from the left-pad loop because `pos` is now in // bytes (post-dash) while `width` is in columns. return padRightToCols(buf, buf[0..pos], width); } // ── Date / financial helpers ───────────────────────────────── /// Get today's date from the system clock. /// /// Takes `io` because reading wall-clock time is a side-effecting /// operation in Zig 0.16+. For pure date math in tests, construct /// dates directly via `Date.fromYmd` instead. pub fn todayDate(io: std.Io) Date { const ts = std.Io.Timestamp.now(io, .real).toSeconds(); const days: i32 = @intCast(@divFloor(ts, std.time.s_per_day)); return .{ .days = days }; } /// English pluralization for "(N day[s])" display suffixes. Returns /// `""` for `n == 1`, `"s"` otherwise. Used across the CLI and TUI /// anywhere a day-count is printed inline. pub fn dayPlural(n: i32) []const u8 { return if (n == 1) "" else "s"; } /// Return "LT" if held > 1 year from `open_date` to `as_of`, "ST" otherwise. /// Caller passes today (or a backfill date) as `as_of`. pub fn capitalGainsIndicator(as_of: Date, open_date: Date) []const u8 { return if (as_of.days - open_date.days > 365) "LT" else "ST"; } /// Return a slice view of candles on or after the given date (no allocation). pub fn filterCandlesFrom(candles: []const Candle, from: Date) []const Candle { var lo: usize = 0; var hi: usize = candles.len; while (lo < hi) { const mid = lo + (hi - lo) / 2; if (candles[mid].date.lessThan(from)) { lo = mid + 1; } else { hi = mid; } } if (lo >= candles.len) return candles[0..0]; return candles[lo..]; } // ── Options helpers ────────────────────────────────────────── /// Filter options contracts to +/- N strikes from ATM. pub fn filterNearMoney(contracts: []const OptionContract, atm: f64, n: usize) []const OptionContract { if (atm <= 0 or contracts.len == 0) return contracts; var best_idx: usize = 0; var best_dist: f64 = @abs(contracts[0].strike - atm); for (contracts, 0..) |c, i| { const dist = @abs(c.strike - atm); if (dist < best_dist) { best_dist = dist; best_idx = i; } } const start = if (best_idx >= n) best_idx - n else 0; const end = @min(best_idx + n + 1, contracts.len); return contracts[start..end]; } /// Check if an expiration date is a standard monthly (3rd Friday of the month). pub fn isMonthlyExpiration(date: Date) bool { const dow = date.dayOfWeek(); // 0=Mon..4=Fri if (dow != 4) return false; // Must be Friday const d = date.day(); return d >= 15 and d <= 21; // 3rd Friday is between 15th and 21st } /// Convert a string to title case ("TECHNOLOGY" -> "Technology", "CONSUMER CYCLICAL" -> "Consumer Cyclical"). /// Writes into a caller-provided buffer and returns the slice. pub fn toTitleCase(buf: []u8, s: []const u8) []const u8 { const len = @min(s.len, buf.len); var capitalize_next = true; for (s[0..len], 0..) |c, i| { if (c == ' ') { buf[i] = ' '; capitalize_next = true; } else if (capitalize_next) { buf[i] = std.ascii.toUpper(c); capitalize_next = false; } else { buf[i] = std.ascii.toLower(c); } } return buf[0..len]; } /// Format an options contract line: strike + last + bid + ask + volume + OI + IV. pub fn fmtContractLine(buf: []u8, prefix: []const u8, c: OptionContract) []const u8 { var last_buf: [12]u8 = undefined; const last_str = if (c.last_price) |p| std.fmt.bufPrint(&last_buf, "{d:>10.2}", .{p}) catch "--" else "--"; var bid_buf: [12]u8 = undefined; const bid_str = if (c.bid) |b| std.fmt.bufPrint(&bid_buf, "{d:>10.2}", .{b}) catch "--" else "--"; var ask_buf: [12]u8 = undefined; const ask_str = if (c.ask) |a| std.fmt.bufPrint(&ask_buf, "{d:>10.2}", .{a}) catch "--" else "--"; var vol_buf: [12]u8 = undefined; const vol_str = if (c.volume) |v| std.fmt.bufPrint(&vol_buf, "{d:>10}", .{v}) catch "--" else "--"; var oi_buf: [10]u8 = undefined; const oi_str = if (c.open_interest) |oi| std.fmt.bufPrint(&oi_buf, "{d:>8}", .{oi}) catch "--" else "--"; var iv_buf: [10]u8 = undefined; const iv_str = if (c.implied_volatility) |iv| std.fmt.bufPrint(&iv_buf, "{d:>6.1}%", .{iv * 100.0}) catch "--" else "--"; return std.fmt.bufPrint(buf, "{s}{d:>10.2} {s:>10} {s:>10} {s:>10} {s:>10} {s:>8} {s:>8}", .{ prefix, c.strike, last_str, bid_str, ask_str, vol_str, oi_str, iv_str, }) catch ""; } // ── Portfolio helpers ──────────────────────────────────────── /// Sort lots: open lots first (date descending), closed lots last (date descending). /// Pass `as_of` as the open/closed reference point; avoids needing an /// Io in the sort callback. pub fn lotSortFn(as_of: Date, a: Lot, b: Lot) bool { const a_open = a.isOpen(as_of); const b_open = b.isOpen(as_of); if (a_open and !b_open) return true; // open before closed if (!a_open and b_open) return false; return a.open_date.days > b.open_date.days; // newest first } /// Sort lots by maturity date (earliest first). Lots without maturity sort last. pub fn lotMaturitySortFn(_: void, a: Lot, b: Lot) bool { const ad = if (a.maturity_date) |d| d.days else std.math.maxInt(i32); const bd = if (b.maturity_date) |d| d.days else std.math.maxInt(i32); return ad < bd; } /// Sort lots by maturity date (earliest first), then by symbol name. /// Lots without maturity sort last. pub fn lotMaturityThenSymbolSortFn(_: void, a: Lot, b: Lot) bool { const ad = if (a.maturity_date) |d| d.days else std.math.maxInt(i32); const bd = if (b.maturity_date) |d| d.days else std.math.maxInt(i32); if (ad != bd) return ad < bd; return std.mem.lessThan(u8, a.symbol, b.symbol); } // ── Shared style intent ────────────────────────────────────── /// Semantic style intent — renderers map this to platform-specific styles. /// Used by view models (e.g. views/portfolio_sections.zig) and renderers. pub const StyleIntent = enum { normal, // default text muted, // dim/secondary (expired items) positive, // green (gains, premium received) negative, // red (losses, premium paid) warning, // yellow (stale data, drift) accent, // purple — section headers, primary series in legends info, // cyan — informational/overlay content, secondary legend items }; /// Summary of DRIP (dividend reinvestment) lots for a single ST or LT bucket. pub const DripSummary = struct { lot_count: usize = 0, shares: f64 = 0, cost: f64 = 0, first_date: ?Date = null, last_date: ?Date = null, pub fn avgCost(self: DripSummary) f64 { return if (self.shares > 0) self.cost / self.shares else 0; } pub fn isEmpty(self: DripSummary) bool { return self.lot_count == 0; } }; /// Aggregated ST and LT DRIP summaries. pub const DripAggregation = struct { st: DripSummary = .{}, lt: DripSummary = .{}, }; /// Aggregate DRIP lots into short-term and long-term buckets. /// Classifies using `capitalGainsIndicator` (LT if held > 1 year). pub fn aggregateDripLots(as_of: Date, lots: []const Lot) DripAggregation { var result: DripAggregation = .{}; for (lots) |lot| { if (!lot.drip) continue; const is_lt = std.mem.eql(u8, capitalGainsIndicator(as_of, lot.open_date), "LT"); const bucket: *DripSummary = if (is_lt) &result.lt else &result.st; bucket.lot_count += 1; bucket.shares += lot.shares; bucket.cost += lot.costBasis(); if (bucket.first_date == null or lot.open_date.days < bucket.first_date.?.days) bucket.first_date = lot.open_date; if (bucket.last_date == null or lot.open_date.days > bucket.last_date.?.days) bucket.last_date = lot.open_date; } return result; } /// Format a DRIP summary line: "ST: 12 DRIP lots, 3.5 shares, avg $45.67 (2023-01 to 2024-06)" pub fn fmtDripSummary(buf: []u8, label: []const u8, summary: DripSummary) []const u8 { var d1_buf: [10]u8 = undefined; var d2_buf: [10]u8 = undefined; const d1: []const u8 = if (summary.first_date) |d| blk: { const s = std.fmt.bufPrint(&d1_buf, "{f}", .{d}) catch break :blk "?"; break :blk s[0..7]; } else "?"; const d2: []const u8 = if (summary.last_date) |d| blk: { const s = std.fmt.bufPrint(&d2_buf, "{f}", .{d}) catch break :blk "?"; break :blk s[0..7]; } else "?"; return std.fmt.bufPrint(buf, "{s}: {d} DRIP lots, {d:.1} shares, avg {f} ({s} to {s})", .{ label, summary.lot_count, summary.shares, Money.from(summary.avgCost()), d1, d2, }) catch "?"; } // ── Shared rendering helpers (CLI + TUI) ───────────────────── /// Layout constants for analysis breakdown views. pub const analysis_label_width: usize = 24; pub const analysis_bar_width: usize = 30; /// Format a signed gain/loss amount: "+$1,234.56" or "-$1,234.56". /// Returns the formatted string and whether the value is non-negative. pub const GainLossResult = struct { text: []const u8, positive: bool }; pub fn fmtGainLoss(buf: []u8, pnl: f64) GainLossResult { const positive = pnl >= 0; const abs_val = if (positive) pnl else -pnl; var money_buf: [24]u8 = undefined; const money = std.fmt.bufPrint(&money_buf, "{f}", .{Money.from(abs_val)}) catch "$?"; const sign: []const u8 = if (positive) "+" else "-"; const text = std.fmt.bufPrint(buf, "{s}{s}", .{ sign, money }) catch "?"; return .{ .text = text, .positive = positive }; } /// Format a single earnings event row (without color/style). /// Returns the formatted text and color hint. pub const EarningsRowResult = struct { text: []const u8, is_future: bool, is_positive: bool, }; pub fn fmtEarningsRow(buf: []u8, e: EarningsEvent) EarningsRowResult { const is_future = e.isFuture(); const surprise_positive = if (e.surpriseAmount()) |s| s >= 0 else true; var db: [10]u8 = undefined; const date_str = std.fmt.bufPrint(&db, "{f}", .{e.date}) catch "????-??-??"; var q_buf: [4]u8 = undefined; const q_str = if (e.quarter) |q| std.fmt.bufPrint(&q_buf, "Q{d}", .{q}) catch "--" else "--"; var est_buf: [12]u8 = undefined; const est_str = if (e.estimate) |est| std.fmt.bufPrint(&est_buf, "${d:.2}", .{est}) catch "--" else "--"; var act_buf: [12]u8 = undefined; const act_str = if (e.actual) |act| std.fmt.bufPrint(&act_buf, "${d:.2}", .{act}) catch "--" else "--"; var surp_buf: [12]u8 = undefined; const surp_str: []const u8 = if (e.surpriseAmount()) |s| (if (s >= 0) std.fmt.bufPrint(&surp_buf, "+${d:.4}", .{s}) catch "?" else std.fmt.bufPrint(&surp_buf, "-${d:.4}", .{-s}) catch "?") else "--"; var surp_pct_buf: [12]u8 = undefined; const surp_pct_str: []const u8 = if (e.surprisePct()) |sp| (if (sp >= 0) std.fmt.bufPrint(&surp_pct_buf, "+{d:.1}%", .{sp}) catch "?" else std.fmt.bufPrint(&surp_pct_buf, "{d:.1}%", .{sp}) catch "?") else "--"; const text = std.fmt.bufPrint(buf, "{s:>12} {s:>4} {s:>12} {s:>12} {s:>12} {s:>10}", .{ date_str, q_str, est_str, act_str, surp_str, surp_pct_str, }) catch ""; return .{ .text = text, .is_future = is_future, .is_positive = surprise_positive }; } /// Format a single returns table row: " label +15.0% ann." /// Returns null if the period result is null (N/A). pub const ReturnsRowResult = struct { price_str: []const u8, total_str: ?[]const u8, price_positive: bool, suffix: []const u8, }; pub fn fmtReturnsRow( price_buf: []u8, total_buf: []u8, price_result: ?PerformanceResult, total_result: ?PerformanceResult, annualize: bool, ) ReturnsRowResult { const performance = @import("analytics/performance.zig"); const ps: []const u8 = if (price_result) |r| blk: { const val = if (annualize) r.annualized_return orelse r.total_return else r.total_return; break :blk performance.formatReturn(price_buf, val); } else "N/A"; const price_positive = if (price_result) |r| blk: { const val = if (annualize) r.annualized_return orelse r.total_return else r.total_return; break :blk val >= 0; } else true; const ts: ?[]const u8 = if (total_result) |r| blk: { const val = if (annualize) r.annualized_return orelse r.total_return else r.total_return; break :blk performance.formatReturn(total_buf, val); } else null; return .{ .price_str = ps, .total_str = ts, .price_positive = price_positive, .suffix = if (annualize) " ann." else "", }; } /// Build a block-element bar using Unicode eighth-blocks for sub-character precision. /// Returns a slice from the provided buffer. /// U+2588 █ full, U+2589..U+258F partials (7/8..1/8). pub fn buildBlockBar(buf: []u8, weight: f64, total_chars: usize) []const u8 { const total_eighths: f64 = @as(f64, @floatFromInt(total_chars)) * 8.0; const filled_eighths_f = weight * total_eighths; const filled_eighths: usize = @intFromFloat(@min(@max(filled_eighths_f, 0), total_eighths)); const full_blocks = filled_eighths / 8; const partial = filled_eighths % 8; var pos: usize = 0; // Full blocks: U+2588 = E2 96 88 for (0..full_blocks) |_| { buf[pos] = 0xE2; buf[pos + 1] = 0x96; buf[pos + 2] = 0x88; pos += 3; } // Partial block if (partial > 0) { const code: u8 = 0x88 + @as(u8, @intCast(8 - partial)); buf[pos] = 0xE2; buf[pos + 1] = 0x96; buf[pos + 2] = code; pos += 3; } // Empty spaces const used = full_blocks + @as(usize, if (partial > 0) 1 else 0); if (used < total_chars) { @memset(buf[pos..][0 .. total_chars - used], ' '); pos += total_chars - used; } return buf[0..pos]; } /// Format a historical snapshot as "+1.5%" or "--" for display. pub fn fmtHistoricalChange(buf: []u8, snap_count: usize, pct: f64) []const u8 { if (snap_count == 0) return "--"; if (pct >= 0) { return std.fmt.bufPrint(buf, "+{d:.1}%", .{pct}) catch "?"; } else { return std.fmt.bufPrint(buf, "{d:.1}%", .{pct}) catch "?"; } } /// Format a candle as a fixed-width row: " YYYY-MM-DD 150.00 155.00 149.00 153.00 50,000,000" pub fn fmtCandleRow(buf: []u8, candle: Candle) []const u8 { var vb: [32]u8 = undefined; return std.fmt.bufPrint(buf, " {f} {d:>10.2} {d:>10.2} {d:>10.2} {d:>10.2} {s:>12}", .{ candle.date.padLeft(12), candle.open, candle.high, candle.low, candle.close, fmtIntCommas(&vb, candle.volume), }) catch ""; } /// Format a price change with sign: "+$3.50 (+2.04%)" or "-$3.50 (-2.04%)". pub fn fmtPriceChange(buf: []u8, change: f64, pct: f64) []const u8 { if (change >= 0) { return std.fmt.bufPrint(buf, "+${d:.2} (+{d:.2}%)", .{ change, pct }) catch "?"; } else { return std.fmt.bufPrint(buf, "-${d:.2} ({d:.2}%)", .{ -change, pct }) catch "?"; } } /// Interpolate color between two RGB values. t in [0.0, 1.0]. pub fn lerpColor(a: [3]u8, b: [3]u8, t: f64) [3]u8 { return .{ @intFromFloat(@as(f64, @floatFromInt(a[0])) * (1.0 - t) + @as(f64, @floatFromInt(b[0])) * t), @intFromFloat(@as(f64, @floatFromInt(a[1])) * (1.0 - t) + @as(f64, @floatFromInt(b[1])) * t), @intFromFloat(@as(f64, @floatFromInt(a[2])) * (1.0 - t) + @as(f64, @floatFromInt(b[2])) * t), }; } // ── Braille chart ──────────────────────────────────────────── /// Braille dot patterns for the 2x4 matrix within each character cell. /// Layout: [0][3] Bit mapping: dot0=0x01, dot3=0x08 /// [1][4] dot1=0x02, dot4=0x10 /// [2][5] dot2=0x04, dot5=0x20 /// [6][7] dot6=0x40, dot7=0x80 pub const braille_dots = [4][2]u8{ .{ 0x01, 0x08 }, // row 0 (top) .{ 0x02, 0x10 }, // row 1 .{ 0x04, 0x20 }, // row 2 .{ 0x40, 0x80 }, // row 3 (bottom) }; /// Comptime table of braille character UTF-8 encodings (U+2800..U+28FF). /// Each braille codepoint is 3 bytes in UTF-8: 0xE2 0xA0+hi 0x80+lo. pub const braille_utf8 = blk: { var table: [256][3]u8 = undefined; for (0..256) |i| { const cp: u21 = 0x2800 + @as(u21, @intCast(i)); table[i] = .{ @as(u8, 0xE0 | @as(u8, @truncate(cp >> 12))), @as(u8, 0x80 | @as(u8, @truncate((cp >> 6) & 0x3F))), @as(u8, 0x80 | @as(u8, @truncate(cp & 0x3F))), }; } break :blk table; }; /// Return a static-lifetime grapheme slice for a braille pattern byte. pub fn brailleGlyph(pattern: u8) []const u8 { return &braille_utf8[pattern]; } /// Computed braille chart data, ready for rendering by CLI (ANSI) or TUI (vaxis). pub const BrailleChart = struct { /// Braille pattern bytes: patterns[row * n_cols + col] patterns: []u8, /// RGB color per data column col_colors: [][3]u8, n_cols: usize, chart_height: usize, max_label: [16]u8, max_label_len: usize, min_label: [16]u8, min_label_len: usize, /// Date of first candle in the chart data start_date: Date, /// Date of last candle in the chart data end_date: Date, pub fn maxLabel(self: *const BrailleChart) []const u8 { return self.max_label[0..self.max_label_len]; } pub fn minLabel(self: *const BrailleChart) []const u8 { return self.min_label[0..self.min_label_len]; } pub fn pattern(self: *const BrailleChart, row: usize, col: usize) u8 { return self.patterns[row * self.n_cols + col]; } /// Format a date as "MMM DD" for the braille chart x-axis. /// The year context is already visible in the surrounding CLI/TUI interface. /// Returns the number of bytes written. pub fn fmtShortDate(date: Date, buf: *[7]u8) []const u8 { const mon = Date.monthShort(date.month()); const d = date.day(); buf[0] = mon[0]; buf[1] = mon[1]; buf[2] = mon[2]; buf[3] = ' '; if (d >= 10) { buf[4] = '0' + d / 10; } else { buf[4] = '0'; } buf[5] = '0' + d % 10; return buf[0..6]; } /// Format a date for the chart's x-axis at a granularity /// appropriate for that individual date's recency. Two tiers, /// per-date (driven by how far back the date is from the /// chart's `end_date` reference, not by the chart's overall /// span): /// - within 720 days of `end_date` → "DD MMM" (e.g., "08 May") /// - older than 720 days → "MMM YYYY" (e.g., "Jul 2014") /// /// On a 12-year chart, this typically yields a long-format /// start label (`Jul 2014`) paired with a short-format end /// label (`08 May`) — the start is far enough back that /// year context is what matters; the end is recent enough /// that day-of-month resolution is useful. /// /// The day-first ordering for the short form is intentional: /// when a chart pairs `"08 May"` with `"Jul 2014"`, the first /// character of each label cleanly disambiguates the format /// at a glance — digit-first is a recent date, letter-first is /// a distant date. Saves the eye from re-parsing every label. /// /// `buf` must be at least 8 bytes; the returned slice borrows /// from it. pub fn fmtAxisDate(self: *const BrailleChart, date: Date, buf: *[8]u8) []const u8 { const age_days = self.end_date.days - date.days; const mon = Date.monthShort(date.month()); if (age_days <= 720) { // "DD MMM" — day-first so the leading character is a // digit (visually distinct from the letter-first // long form below). return std.fmt.bufPrint(buf, "{d:0>2} {s}", .{ date.day(), mon }) catch buf[0..0]; } // "MMM YYYY" — for dates more than ~2 years before // `end_date`. Day-of-month resolution stops being useful // at this scale; full 4-digit year keeps the label // unambiguous regardless of how far back the chart goes. return std.fmt.bufPrint(buf, "{s} {d:0>4}", .{ mon, @as(u16, @intCast(date.year())) }) catch buf[0..0]; } pub fn deinit(self: *BrailleChart, alloc: std.mem.Allocator) void { alloc.free(self.patterns); alloc.free(self.col_colors); } }; /// Compute braille sparkline chart data from candle close prices. /// Uses Unicode braille characters (U+2800..U+28FF) for 2-wide x 4-tall dot matrix per cell. /// Each terminal row provides 4 sub-rows of resolution; each column maps to one data point. /// /// Returns a BrailleChart with the pattern grid and per-column colors. /// Caller must call deinit() when done (unless using an arena allocator). pub fn computeBrailleChart( alloc: std.mem.Allocator, data: []const Candle, chart_width: usize, chart_height: usize, positive_color: [3]u8, negative_color: [3]u8, ) !BrailleChart { if (data.len < 2) return error.InsufficientData; const dot_rows: usize = chart_height * 4; // vertical dot resolution // Find min/max close prices var min_price: f64 = data[0].close; var max_price: f64 = data[0].close; for (data) |d| { if (d.close < min_price) min_price = d.close; if (d.close > max_price) max_price = d.close; } if (max_price == min_price) max_price = min_price + 1.0; const price_range = max_price - min_price; // Price labels var result: BrailleChart = undefined; const max_str = std.fmt.bufPrint(&result.max_label, "{f}", .{Money.from(max_price)}) catch ""; result.max_label_len = max_str.len; const min_str = std.fmt.bufPrint(&result.min_label, "{f}", .{Money.from(min_price)}) catch ""; result.min_label_len = min_str.len; const n_cols = @min(data.len, chart_width); result.n_cols = n_cols; result.chart_height = chart_height; result.start_date = data[0].date; result.end_date = data[data.len - 1].date; // Map each data column to a dot-row position and color const dot_y = try alloc.alloc(usize, n_cols); defer alloc.free(dot_y); result.col_colors = try alloc.alloc([3]u8, n_cols); errdefer alloc.free(result.col_colors); for (0..n_cols) |col| { const data_idx_f: f64 = @as(f64, @floatFromInt(col)) * @as(f64, @floatFromInt(data.len - 1)) / @as(f64, @floatFromInt(n_cols - 1)); const data_idx: usize = @min(@as(usize, @intFromFloat(data_idx_f)), data.len - 1); const close = data[data_idx].close; const norm = (close - min_price) / price_range; // 0 = min, 1 = max // Inverted: 0 = top dot row, dot_rows-1 = bottom const y_f = (1.0 - norm) * @as(f64, @floatFromInt(dot_rows - 1)); dot_y[col] = @min(@as(usize, @intFromFloat(y_f)), dot_rows - 1); // Color: gradient from negative (bottom) to positive (top) result.col_colors[col] = lerpColor(negative_color, positive_color, norm); } // Build the braille pattern grid result.patterns = try alloc.alloc(u8, chart_height * n_cols); @memset(result.patterns, 0); for (0..n_cols) |col| { const target_y = dot_y[col]; // Fill from target_y down to the bottom for (target_y..dot_rows) |dy| { const term_row = dy / 4; const sub_row = dy % 4; result.patterns[term_row * n_cols + col] |= braille_dots[sub_row][0]; } // Interpolate between this point and the next for smooth contour if (col + 1 < n_cols) { const y0 = dot_y[col]; const y1 = dot_y[col + 1]; const min_y = @min(y0, y1); const max_y = @max(y0, y1); for (min_y..max_y + 1) |dy| { const term_row = dy / 4; const sub_row = dy % 4; result.patterns[term_row * n_cols + col] |= braille_dots[sub_row][0]; } } } return result; } /// Write a braille chart to a writer with ANSI color escapes. /// Used by the CLI for terminal output. Set `skip_date_axis` to /// provide a custom x-axis (e.g. year labels instead of dates). pub fn writeBrailleAnsi( out: *std.Io.Writer, chart: *const BrailleChart, use_color: bool, muted_color: [3]u8, skip_date_axis: bool, ) !void { var last_r: u8 = 0; var last_g: u8 = 0; var last_b: u8 = 0; var color_active = false; for (0..chart.chart_height) |row| { try out.writeAll(" "); // 2 leading spaces for (0..chart.n_cols) |col| { const pat = chart.pattern(row, col); if (use_color and pat != 0) { const c = chart.col_colors[col]; // Only emit color escape if color changed if (!color_active or c[0] != last_r or c[1] != last_g or c[2] != last_b) { try out.print("\x1b[38;2;{d};{d};{d}m", .{ c[0], c[1], c[2] }); last_r = c[0]; last_g = c[1]; last_b = c[2]; color_active = true; } } else if (color_active and pat == 0) { try out.writeAll("\x1b[0m"); color_active = false; } try out.writeAll(brailleGlyph(pat)); } if (color_active) { try out.writeAll("\x1b[0m"); color_active = false; } // Price label on first/last row if (row == 0) { if (use_color) try out.print("\x1b[38;2;{d};{d};{d}m", .{ muted_color[0], muted_color[1], muted_color[2] }); try out.print(" {s}", .{chart.maxLabel()}); if (use_color) try out.writeAll("\x1b[0m"); } else if (row == chart.chart_height - 1) { if (use_color) try out.print("\x1b[38;2;{d};{d};{d}m", .{ muted_color[0], muted_color[1], muted_color[2] }); try out.print(" {s}", .{chart.minLabel()}); if (use_color) try out.writeAll("\x1b[0m"); } try out.writeAll("\n"); } // Date axis below chart if (!skip_date_axis) { var start_buf: [8]u8 = undefined; var end_buf: [8]u8 = undefined; const start_label = chart.fmtAxisDate(chart.start_date, &start_buf); const end_label = chart.fmtAxisDate(chart.end_date, &end_buf); if (use_color) try out.print("\x1b[38;2;{d};{d};{d}m", .{ muted_color[0], muted_color[1], muted_color[2] }); try out.writeAll(" "); // match leading indent try out.writeAll(start_label); const total_width = chart.n_cols; if (total_width > start_label.len + end_label.len) { const gap = total_width - start_label.len - end_label.len; for (0..gap) |_| try out.writeAll(" "); } try out.writeAll(end_label); if (use_color) try out.writeAll("\x1b[0m"); try out.writeAll("\n"); } } // ── ANSI color helpers (for CLI) ───────────────────────────── /// Determine whether to use ANSI color output. /// Uses std.Io.Terminal.Mode.detect which handles TTY detection, NO_COLOR, /// CLICOLOR_FORCE, and Windows console API cross-platform. pub fn shouldUseColor(io: std.Io, environ_map: *const std.process.Environ.Map, no_color_flag: bool) bool { if (no_color_flag) return false; const NO_COLOR = if (environ_map.get("NO_COLOR")) |v| v.len > 0 else false; const CLICOLOR_FORCE = if (environ_map.get("CLICOLOR_FORCE")) |v| v.len > 0 else false; const mode = std.Io.Terminal.Mode.detect(io, std.Io.File.stdout(), NO_COLOR, CLICOLOR_FORCE) catch return false; return mode != .no_color; } /// Write an ANSI 24-bit foreground color escape. pub fn ansiSetFg(out: *std.Io.Writer, r: u8, g: u8, b: u8) !void { try out.print("\x1b[38;2;{d};{d};{d}m", .{ r, g, b }); } /// Write ANSI bold. pub fn ansiBold(out: *std.Io.Writer) !void { try out.writeAll("\x1b[1m"); } /// Reset all ANSI attributes. pub fn ansiReset(out: *std.Io.Writer) !void { try out.writeAll("\x1b[0m"); } // ── Tests ──────────────────────────────────────────────────── test "fmtIntCommas" { var buf: [32]u8 = undefined; try std.testing.expectEqualStrings("0", fmtIntCommas(&buf, 0)); try std.testing.expectEqualStrings("999", fmtIntCommas(&buf, 999)); try std.testing.expectEqualStrings("1,000", fmtIntCommas(&buf, 1000)); try std.testing.expectEqualStrings("1,234,567", fmtIntCommas(&buf, 1234567)); } test "fmtLargeNum" { // Sub-million: formatted as raw number const small = fmtLargeNum(12345.0); try std.testing.expect(std.mem.startsWith(u8, &small, "12345")); // Millions const mil = fmtLargeNum(45_600_000.0); try std.testing.expect(std.mem.startsWith(u8, &mil, "45.6M")); // Billions const bil = fmtLargeNum(1_500_000_000.0); try std.testing.expect(std.mem.startsWith(u8, &bil, "1.5B")); // Trillions const tril = fmtLargeNum(2_300_000_000_000.0); try std.testing.expect(std.mem.startsWith(u8, &tril, "2.3T")); } test "fmtCashHeader" { var buf: [128]u8 = undefined; const header = fmtCashHeader(&buf); try std.testing.expect(std.mem.startsWith(u8, header, " Account")); try std.testing.expect(std.mem.indexOf(u8, header, "Balance") != null); try std.testing.expect(std.mem.indexOf(u8, header, "Note") != null); } test "fmtCashRow" { var buf: [128]u8 = undefined; const row = fmtCashRow(&buf, "Savings Account", 5000.00, "Emergency fund"); try std.testing.expect(std.mem.indexOf(u8, row, "Savings Account") != null); try std.testing.expect(std.mem.indexOf(u8, row, "$5,000.00") != null); try std.testing.expect(std.mem.indexOf(u8, row, "Emergency fund") != null); } test "fmtCashRow no note" { var buf: [128]u8 = undefined; const row = fmtCashRow(&buf, "Checking", 1234.56, null); try std.testing.expect(std.mem.indexOf(u8, row, "Checking") != null); try std.testing.expect(std.mem.indexOf(u8, row, "$1,234.56") != null); } test "fmtCashSep" { var buf: [128]u8 = undefined; const sep = fmtCashSep(&buf); // Should contain dashes try std.testing.expect(std.mem.indexOf(u8, sep, "---") != null); try std.testing.expect(std.mem.startsWith(u8, sep, " ")); } test "fmtCashTotal" { var buf: [128]u8 = undefined; const total = fmtCashTotal(&buf, 25000.00); try std.testing.expect(std.mem.indexOf(u8, total, "TOTAL") != null); try std.testing.expect(std.mem.indexOf(u8, total, "$25,000.00") != null); } test "fmtIlliquidHeader" { var buf: [128]u8 = undefined; const header = fmtIlliquidHeader(&buf); try std.testing.expect(std.mem.startsWith(u8, header, " Asset")); try std.testing.expect(std.mem.indexOf(u8, header, "Value") != null); try std.testing.expect(std.mem.indexOf(u8, header, "Note") != null); } test "filterCandlesFrom" { const candles = [_]Candle{ .{ .date = Date.fromYmd(2024, 1, 2), .open = 100, .high = 100, .low = 100, .close = 100, .adj_close = 100, .volume = 1000 }, .{ .date = Date.fromYmd(2024, 1, 3), .open = 101, .high = 101, .low = 101, .close = 101, .adj_close = 101, .volume = 1000 }, .{ .date = Date.fromYmd(2024, 1, 4), .open = 102, .high = 102, .low = 102, .close = 102, .adj_close = 102, .volume = 1000 }, .{ .date = Date.fromYmd(2024, 1, 5), .open = 103, .high = 103, .low = 103, .close = 103, .adj_close = 103, .volume = 1000 }, }; // Date before all candles: returns all const all = filterCandlesFrom(&candles, Date.fromYmd(2024, 1, 1)); try std.testing.expectEqual(@as(usize, 4), all.len); // Date in the middle: returns subset const mid = filterCandlesFrom(&candles, Date.fromYmd(2024, 1, 3)); try std.testing.expectEqual(@as(usize, 3), mid.len); try std.testing.expect(mid[0].date.eql(Date.fromYmd(2024, 1, 3))); // Date after all candles: returns empty const none = filterCandlesFrom(&candles, Date.fromYmd(2025, 1, 1)); try std.testing.expectEqual(@as(usize, 0), none.len); // Exact match on first date const exact = filterCandlesFrom(&candles, Date.fromYmd(2024, 1, 2)); try std.testing.expectEqual(@as(usize, 4), exact.len); // Empty slice const empty: []const Candle = &.{}; const from_empty = filterCandlesFrom(empty, Date.fromYmd(2024, 1, 1)); try std.testing.expectEqual(@as(usize, 0), from_empty.len); } test "filterNearMoney" { const exp = Date.fromYmd(2024, 3, 15); const contracts = [_]OptionContract{ .{ .strike = 90, .contract_type = .call, .expiration = exp }, .{ .strike = 95, .contract_type = .call, .expiration = exp }, .{ .strike = 100, .contract_type = .call, .expiration = exp }, .{ .strike = 105, .contract_type = .call, .expiration = exp }, .{ .strike = 110, .contract_type = .call, .expiration = exp }, .{ .strike = 115, .contract_type = .call, .expiration = exp }, }; // ATM at 100, filter to +/- 2 strikes const near = filterNearMoney(&contracts, 100, 2); try std.testing.expectEqual(@as(usize, 5), near.len); try std.testing.expectApproxEqAbs(@as(f64, 90), near[0].strike, 0.01); try std.testing.expectApproxEqAbs(@as(f64, 110), near[near.len - 1].strike, 0.01); // ATM <= 0: returns full slice const full = filterNearMoney(&contracts, 0, 2); try std.testing.expectEqual(@as(usize, 6), full.len); // Empty contracts const empty: []const OptionContract = &.{}; const from_empty = filterNearMoney(empty, 100, 2); try std.testing.expectEqual(@as(usize, 0), from_empty.len); } test "isMonthlyExpiration" { // 2024-01-19 is a Friday and the 3rd Friday of January try std.testing.expect(isMonthlyExpiration(Date.fromYmd(2024, 1, 19))); // 2024-02-16 is a Friday and the 3rd Friday of February try std.testing.expect(isMonthlyExpiration(Date.fromYmd(2024, 2, 16))); // 2024-01-12 is a Friday but the 2nd Friday (day 12 < 15) try std.testing.expect(!isMonthlyExpiration(Date.fromYmd(2024, 1, 12))); // 2024-01-26 is a Friday but the 4th Friday (day 26 > 21) try std.testing.expect(!isMonthlyExpiration(Date.fromYmd(2024, 1, 26))); // 2024-01-17 is a Wednesday (not a Friday) try std.testing.expect(!isMonthlyExpiration(Date.fromYmd(2024, 1, 17))); } test "toTitleCase" { var buf: [64]u8 = undefined; try std.testing.expectEqualStrings("Technology", toTitleCase(&buf, "TECHNOLOGY")); try std.testing.expectEqualStrings("Consumer Cyclical", toTitleCase(&buf, "CONSUMER CYCLICAL")); try std.testing.expectEqualStrings("Healthcare", toTitleCase(&buf, "HEALTHCARE")); try std.testing.expectEqualStrings("Technology", toTitleCase(&buf, "Technology")); try std.testing.expectEqualStrings("Unknown", toTitleCase(&buf, "Unknown")); } test "lotSortFn" { const open_new = Lot{ .symbol = "A", .shares = 1, .open_date = Date.fromYmd(2024, 6, 1), .open_price = 100, }; const open_old = Lot{ .symbol = "B", .shares = 1, .open_date = Date.fromYmd(2024, 1, 1), .open_price = 100, }; const closed = Lot{ .symbol = "C", .shares = 1, .open_date = Date.fromYmd(2024, 3, 1), .open_price = 100, .close_date = Date.fromYmd(2024, 6, 1), .close_price = 110, }; // Open before closed try std.testing.expect(lotSortFn(Date.fromYmd(2026, 5, 8), open_new, closed)); try std.testing.expect(!lotSortFn(Date.fromYmd(2026, 5, 8), closed, open_new)); // Among open lots: newest first try std.testing.expect(lotSortFn(Date.fromYmd(2026, 5, 8), open_new, open_old)); try std.testing.expect(!lotSortFn(Date.fromYmd(2026, 5, 8), open_old, open_new)); } test "lotMaturitySortFn" { const with_maturity = Lot{ .symbol = "CD1", .shares = 10000, .open_date = Date.fromYmd(2024, 1, 1), .open_price = 100, .security_type = .cd, .maturity_date = Date.fromYmd(2025, 6, 15), }; const later_maturity = Lot{ .symbol = "CD2", .shares = 10000, .open_date = Date.fromYmd(2024, 1, 1), .open_price = 100, .security_type = .cd, .maturity_date = Date.fromYmd(2026, 1, 1), }; const no_maturity = Lot{ .symbol = "CD3", .shares = 10000, .open_date = Date.fromYmd(2024, 1, 1), .open_price = 100, .security_type = .cd, }; // Earlier maturity sorts first try std.testing.expect(lotMaturitySortFn({}, with_maturity, later_maturity)); try std.testing.expect(!lotMaturitySortFn({}, later_maturity, with_maturity)); // No maturity sorts last try std.testing.expect(lotMaturitySortFn({}, with_maturity, no_maturity)); try std.testing.expect(!lotMaturitySortFn({}, no_maturity, with_maturity)); } test "aggregateDripLots" { // Two ST drip lots + one LT drip lot + one non-drip lot (should be ignored) const lots = [_]Lot{ .{ .symbol = "VTI", .shares = 0.5, .open_date = Date.fromYmd(2025, 6, 1), .open_price = 220, .drip = true }, .{ .symbol = "VTI", .shares = 0.3, .open_date = Date.fromYmd(2025, 8, 1), .open_price = 230, .drip = true }, .{ .symbol = "VTI", .shares = 0.2, .open_date = Date.fromYmd(2023, 1, 1), .open_price = 200, .drip = true }, .{ .symbol = "VTI", .shares = 10, .open_date = Date.fromYmd(2024, 1, 1), .open_price = 210, .drip = false }, }; // as_of pinned: 2023 lot is >1 year old (LT), 2025 lots are <1 year (ST). const as_of = Date.fromYmd(2026, 1, 1); const agg = aggregateDripLots(as_of, &lots); // The 2023 lot is >1 year old -> LT, the 2025 lots are ST try std.testing.expect(!agg.lt.isEmpty()); try std.testing.expectEqual(@as(usize, 1), agg.lt.lot_count); try std.testing.expectApproxEqAbs(@as(f64, 0.2), agg.lt.shares, 0.001); try std.testing.expectEqual(@as(usize, 2), agg.st.lot_count); try std.testing.expectApproxEqAbs(@as(f64, 0.8), agg.st.shares, 0.001); // Avg cost try std.testing.expectApproxEqAbs(@as(f64, 200.0), agg.lt.avgCost(), 0.01); } test "aggregateDripLots empty" { const lots = [_]Lot{ .{ .symbol = "VTI", .shares = 10, .open_date = Date.fromYmd(2024, 1, 1), .open_price = 210, .drip = false }, }; const agg = aggregateDripLots(Date.fromYmd(2026, 1, 1), &lots); try std.testing.expect(agg.st.isEmpty()); try std.testing.expect(agg.lt.isEmpty()); } test "lerpColor" { // t=0 returns first color const c0 = lerpColor(.{ 0, 0, 0 }, .{ 255, 255, 255 }, 0.0); try std.testing.expectEqual(@as(u8, 0), c0[0]); try std.testing.expectEqual(@as(u8, 0), c0[1]); // t=1 returns second color const c1 = lerpColor(.{ 0, 0, 0 }, .{ 255, 255, 255 }, 1.0); try std.testing.expectEqual(@as(u8, 255), c1[0]); // t=0.5 returns midpoint const c_mid = lerpColor(.{ 0, 0, 0 }, .{ 200, 100, 50 }, 0.5); try std.testing.expectEqual(@as(u8, 100), c_mid[0]); try std.testing.expectEqual(@as(u8, 50), c_mid[1]); try std.testing.expectEqual(@as(u8, 25), c_mid[2]); } test "brailleGlyph" { // Pattern 0 = U+2800 (blank braille) const blank = brailleGlyph(0); try std.testing.expectEqual(@as(usize, 3), blank.len); try std.testing.expectEqual(@as(u8, 0xE2), blank[0]); try std.testing.expectEqual(@as(u8, 0xA0), blank[1]); try std.testing.expectEqual(@as(u8, 0x80), blank[2]); // Pattern 0xFF = U+28FF (full braille) const full = brailleGlyph(0xFF); try std.testing.expectEqual(@as(usize, 3), full.len); try std.testing.expectEqual(@as(u8, 0xE2), full[0]); try std.testing.expectEqual(@as(u8, 0xA3), full[1]); try std.testing.expectEqual(@as(u8, 0xBF), full[2]); } test "fmtShortDate" { var buf: [7]u8 = undefined; const jan15 = BrailleChart.fmtShortDate(Date.fromYmd(2024, 1, 15), &buf); try std.testing.expectEqualStrings("Jan 15", jan15); const dec01 = BrailleChart.fmtShortDate(Date.fromYmd(2024, 12, 1), &buf); try std.testing.expectEqualStrings("Dec 01", dec01); const jun09 = BrailleChart.fmtShortDate(Date.fromYmd(2026, 6, 9), &buf); try std.testing.expectEqualStrings("Jun 09", jun09); } test "computeBrailleChart" { const alloc = std.testing.allocator; // Build synthetic candle data: 20 candles, prices rising from 100 to 119 var candles: [20]Candle = undefined; for (0..20) |i| { const price: f64 = 100.0 + @as(f64, @floatFromInt(i)); candles[i] = .{ .date = Date.fromYmd(2024, 1, 2).addDays(@intCast(i)), .open = price, .high = price, .low = price, .close = price, .adj_close = price, .volume = 1000, }; } var chart = try computeBrailleChart(alloc, &candles, 20, 4, .{ 0x7f, 0xd8, 0x8f }, .{ 0xe0, 0x6c, 0x75 }); defer chart.deinit(alloc); try std.testing.expectEqual(@as(usize, 20), chart.n_cols); try std.testing.expectEqual(@as(usize, 4), chart.chart_height); try std.testing.expectEqual(@as(usize, 80), chart.patterns.len); // 4 * 20 try std.testing.expectEqual(@as(usize, 20), chart.col_colors.len); // Max/min labels should contain price info try std.testing.expect(chart.maxLabel().len > 0); try std.testing.expect(chart.minLabel().len > 0); } test "computeBrailleChart insufficient data" { const alloc = std.testing.allocator; const candles = [_]Candle{ .{ .date = Date.fromYmd(2024, 1, 2), .open = 100, .high = 100, .low = 100, .close = 100, .adj_close = 100, .volume = 1000 }, }; const result = computeBrailleChart(alloc, &candles, 10, 4, .{ 0, 0, 0 }, .{ 255, 255, 255 }); try std.testing.expectError(error.InsufficientData, result); } test "fmtContractLine" { var buf: [128]u8 = undefined; const contract = OptionContract{ .strike = 150.0, .contract_type = .call, .expiration = Date.fromYmd(2024, 3, 15), .last_price = 5.25, .bid = 5.10, .ask = 5.40, .volume = 1234, .open_interest = 5678, .implied_volatility = 0.25, }; const line = fmtContractLine(&buf, "C ", contract); try std.testing.expect(std.mem.indexOf(u8, line, "150.00") != null); try std.testing.expect(std.mem.indexOf(u8, line, "5.25") != null); try std.testing.expect(std.mem.indexOf(u8, line, "1234") != null); } test "fmtContractLine null fields" { var buf: [128]u8 = undefined; const contract = OptionContract{ .strike = 200.0, .contract_type = .put, .expiration = Date.fromYmd(2024, 6, 21), }; const line = fmtContractLine(&buf, "P ", contract); try std.testing.expect(std.mem.indexOf(u8, line, "200.00") != null); // Null fields should show "--" try std.testing.expect(std.mem.indexOf(u8, line, "--") != null); } test "fmtGainLoss positive" { var buf: [32]u8 = undefined; const result = fmtGainLoss(&buf, 1234.56); try std.testing.expect(result.positive); try std.testing.expect(std.mem.startsWith(u8, result.text, "+$")); } test "fmtGainLoss negative" { var buf: [32]u8 = undefined; const result = fmtGainLoss(&buf, -500.00); try std.testing.expect(!result.positive); try std.testing.expect(std.mem.startsWith(u8, result.text, "-$")); } test "fmtEarningsRow with data" { var buf: [128]u8 = undefined; const e = EarningsEvent{ .symbol = "AAPL", .date = Date.fromYmd(2024, 1, 25), .quarter = 1, .estimate = 2.10, .actual = 2.18, .surprise = 0.08, .surprise_percent = 3.8, }; const result = fmtEarningsRow(&buf, e); try std.testing.expect(!result.is_future); try std.testing.expect(result.is_positive); try std.testing.expect(std.mem.indexOf(u8, result.text, "Q1") != null); try std.testing.expect(std.mem.indexOf(u8, result.text, "$2.10") != null); try std.testing.expect(std.mem.indexOf(u8, result.text, "$2.18") != null); } test "fmtEarningsRow future event" { var buf: [128]u8 = undefined; const e = EarningsEvent{ .symbol = "AAPL", .date = Date.fromYmd(2026, 7, 1), .estimate = 2.50, }; const result = fmtEarningsRow(&buf, e); try std.testing.expect(result.is_future); try std.testing.expect(std.mem.indexOf(u8, result.text, "--") != null); // no actual } test "buildBlockBar" { var buf: [256]u8 = undefined; // Full bar const full = buildBlockBar(&buf, 1.0, 10); try std.testing.expectEqual(@as(usize, 30), full.len); // 10 chars * 3 bytes each // Empty bar const empty = buildBlockBar(&buf, 0.0, 10); try std.testing.expectEqual(@as(usize, 10), empty.len); // 10 spaces // Half bar: 5 full blocks + 5 spaces = 5*3 + 5 = 20 const half = buildBlockBar(&buf, 0.5, 10); try std.testing.expectEqual(@as(usize, 20), half.len); } test "fmtHistoricalChange" { var buf: [16]u8 = undefined; try std.testing.expectEqualStrings("--", fmtHistoricalChange(&buf, 0, 0)); const pos = fmtHistoricalChange(&buf, 5, 12.3); try std.testing.expect(std.mem.startsWith(u8, pos, "+")); try std.testing.expect(std.mem.indexOf(u8, pos, "12.3%") != null); const neg = fmtHistoricalChange(&buf, 5, -5.2); try std.testing.expect(std.mem.indexOf(u8, neg, "-5.2%") != null); } test "fmtCandleRow" { var buf: [128]u8 = undefined; const candle = Candle{ .date = Date.fromYmd(2024, 6, 15), .open = 150.00, .high = 155.00, .low = 149.00, .close = 153.00, .adj_close = 153.00, .volume = 50_000_000, }; const row = fmtCandleRow(&buf, candle); try std.testing.expect(std.mem.indexOf(u8, row, "150.00") != null); try std.testing.expect(std.mem.indexOf(u8, row, "155.00") != null); try std.testing.expect(std.mem.indexOf(u8, row, "50,000,000") != null); } test "fmtPriceChange" { var buf: [32]u8 = undefined; const pos = fmtPriceChange(&buf, 3.50, 2.04); try std.testing.expect(std.mem.startsWith(u8, pos, "+$3.50")); const neg = fmtPriceChange(&buf, -2.00, -1.5); try std.testing.expect(std.mem.startsWith(u8, neg, "-$2.00")); } test "fmtTimeAgo: zero before_s returns empty string" { var buf: [24]u8 = undefined; try std.testing.expectEqualStrings("", fmtTimeAgo(&buf, 0, 1_700_000_000)); } test "fmtTimeAgo: before > after renders 'just now'" { var buf: [24]u8 = undefined; try std.testing.expectEqualStrings("just now", fmtTimeAgo(&buf, 1_700_000_050, 1_700_000_000)); } test "fmtTimeAgo: sub-minute delta renders 'just now'" { var buf: [24]u8 = undefined; try std.testing.expectEqualStrings("just now", fmtTimeAgo(&buf, 1_700_000_000, 1_700_000_059)); } test "fmtTimeAgo: minutes" { var buf: [24]u8 = undefined; // 5m = 300s try std.testing.expectEqualStrings("5m ago", fmtTimeAgo(&buf, 1_700_000_000, 1_700_000_000 + 300)); // 59m = 3540s (still minutes) try std.testing.expectEqualStrings("59m ago", fmtTimeAgo(&buf, 1_700_000_000, 1_700_000_000 + 3540)); } test "fmtTimeAgo: hours" { var buf: [24]u8 = undefined; // 1h exactly try std.testing.expectEqualStrings("1h ago", fmtTimeAgo(&buf, 1_700_000_000, 1_700_000_000 + 3600)); // 5h try std.testing.expectEqualStrings("5h ago", fmtTimeAgo(&buf, 1_700_000_000, 1_700_000_000 + 5 * 3600)); } test "fmtTimeAgo: days" { var buf: [24]u8 = undefined; // 1d = 86_400s try std.testing.expectEqualStrings("1d ago", fmtTimeAgo(&buf, 1_700_000_000, 1_700_000_000 + 86_400)); // 7d try std.testing.expectEqualStrings("7d ago", fmtTimeAgo(&buf, 1_700_000_000, 1_700_000_000 + 7 * 86_400)); } test "fmtAxisDate: span <=720d produces DD MMM" { var br: BrailleChart = undefined; br.start_date = Date.fromYmd(2026, 1, 1); br.end_date = Date.fromYmd(2026, 5, 11); var buf: [8]u8 = undefined; const lbl = br.fmtAxisDate(Date.fromYmd(2026, 4, 27), &buf); try std.testing.expectEqualStrings("27 Apr", lbl); } test "fmtAxisDate: ~2y span (around the threshold) produces DD MMM" { // 700 days from 2024-01-01 — still inside the threshold. var br: BrailleChart = undefined; br.start_date = Date.fromYmd(2024, 1, 1); br.end_date = Date.fromYmd(2025, 12, 1); // 700 days var buf: [8]u8 = undefined; const lbl = br.fmtAxisDate(Date.fromYmd(2024, 1, 1), &buf); try std.testing.expectEqualStrings("01 Jan", lbl); } test "fmtAxisDate: long-history chart shows MMM YYYY for old start, DD MMM for recent end" { // 12-year chart: start is way more than 720 days from end, // so the start gets MMM YYYY. End is `end_date` itself // (age 0), so it gets DD MMM. var br: BrailleChart = undefined; br.start_date = Date.fromYmd(2014, 7, 3); br.end_date = Date.fromYmd(2026, 5, 11); var buf: [8]u8 = undefined; const start_lbl = br.fmtAxisDate(br.start_date, &buf); try std.testing.expectEqualStrings("Jul 2014", start_lbl); var buf2: [8]u8 = undefined; const end_lbl = br.fmtAxisDate(br.end_date, &buf2); try std.testing.expectEqualStrings("11 May", end_lbl); } test "fmtAxisDate: boundary at exactly 720 days uses DD MMM" { var br: BrailleChart = undefined; br.start_date = Date.fromYmd(2025, 1, 1); // 720 days later = 2026-12-22. br.end_date = Date.fromYmd(2026, 12, 22); var buf: [8]u8 = undefined; // Date 720 days before end_date: still boundary-inclusive → DD MMM. const lbl = br.fmtAxisDate(Date.fromYmd(2025, 1, 1), &buf); try std.testing.expectEqualStrings("01 Jan", lbl); } test "fmtAxisDate: 721 days before end flips to MMM YYYY" { var br: BrailleChart = undefined; br.start_date = Date.fromYmd(2024, 12, 31); // 721 days after 2024-12-31 = 2026-12-22. br.end_date = Date.fromYmd(2026, 12, 22); var buf: [8]u8 = undefined; // Format the start (which is 721 days before end_date). const lbl = br.fmtAxisDate(br.start_date, &buf); try std.testing.expectEqualStrings("Dec 2024", lbl); } test "displayCols: ASCII bytes count as 1 col each" { try std.testing.expectEqual(@as(usize, 0), displayCols("")); try std.testing.expectEqual(@as(usize, 5), displayCols("hello")); try std.testing.expectEqual(@as(usize, 10), displayCols("2026-05-08")); } test "displayCols: multibyte UTF-8 chars count as 1 col" { // U+25B6 BLACK RIGHT-POINTING TRIANGLE = 3 bytes / 1 col. try std.testing.expectEqual(@as(usize, 1), displayCols("▶")); try std.testing.expectEqual(@as(usize, 1), displayCols("▼")); // U+2014 EM DASH = 3 bytes / 1 col. try std.testing.expectEqual(@as(usize, 1), displayCols("—")); // Mixed. try std.testing.expectEqual(@as(usize, 17), displayCols("▶ W of 2026-04-22")); try std.testing.expectEqual(@as(usize, 10), displayCols("▶ Jan 2026")); try std.testing.expectEqual(@as(usize, 6), displayCols("▶ 2024")); } test "padRightToCols: ASCII content pads to target" { var buf: [16]u8 = undefined; @memcpy(buf[0..2], "hi"); const out = padRightToCols(&buf, buf[0..2], 5); try std.testing.expectEqualStrings("hi ", out); } test "padRightToCols: multibyte content pads to display width" { var buf: [16]u8 = undefined; const dash = "—"; @memcpy(buf[0..dash.len], dash); // Em-dash is 1 col / 3 bytes. Target 5 cols → 4 trailing spaces. // Total bytes: 3 + 4 = 7. const out = padRightToCols(&buf, buf[0..dash.len], 5); try std.testing.expectEqual(@as(usize, 7), out.len); try std.testing.expectEqualStrings("— ", out); } test "padRightToCols: content already at-or-beyond target returns as-is" { var buf: [16]u8 = undefined; @memcpy(buf[0..5], "hello"); const out = padRightToCols(&buf, buf[0..5], 5); try std.testing.expectEqualStrings("hello", out); const out2 = padRightToCols(&buf, buf[0..5], 3); try std.testing.expectEqualStrings("hello", out2); } test "centerDash: even width centers dash with equal padding" { var buf: [16]u8 = undefined; const out = centerDash(&buf, 6); // 6 cols: pad = (6-1)/2 = 2 left spaces, then dash (1 col / 3 // bytes), then 3 right spaces. Total: 6 cols = 8 bytes. try std.testing.expectEqual(@as(usize, 6), displayCols(out)); try std.testing.expectEqual(@as(usize, 8), out.len); try std.testing.expectEqualStrings(" — ", out); } test "centerDash: odd width biases dash one col left of center" { var buf: [16]u8 = undefined; const out = centerDash(&buf, 5); // 5 cols: pad = (5-1)/2 = 2 left spaces, dash, 2 right spaces. // Total: 5 cols = 7 bytes. try std.testing.expectEqual(@as(usize, 5), displayCols(out)); try std.testing.expectEqual(@as(usize, 7), out.len); try std.testing.expectEqualStrings(" — ", out); } test "centerDash: width 1 emits dash with no padding" { var buf: [8]u8 = undefined; const out = centerDash(&buf, 1); // pad = (1-1)/2 = 0: no left spaces, dash, no right spaces. try std.testing.expectEqual(@as(usize, 1), displayCols(out)); try std.testing.expectEqualStrings("—", out); } test "centerDash: width 0 emits empty slice" { var buf: [8]u8 = undefined; const out = centerDash(&buf, 0); // (0 -| 1) / 2 = 0: no left spaces. The `if pos + dash.len // <= buf.len` does write the dash though, but then // padRightToCols sees content with display-width 1 against // a target of 0 and returns the content as-is. So we get a // bare dash even at width 0. Degenerate case the renderer // never hits in practice (cell widths are always > 0); lock // in current behavior. try std.testing.expectEqualStrings("—", out); } test "centerDash: typical history-table cell width (31 cols)" { // This is the actual table_cell_width used in the History // tab — em-dash centered in 31 columns. var buf: [40]u8 = undefined; const out = centerDash(&buf, 31); // pad = 15, dash (1 col), 15 right spaces. 31 cols = 33 bytes. try std.testing.expectEqual(@as(usize, 31), displayCols(out)); try std.testing.expectEqual(@as(usize, 33), out.len); try std.testing.expectEqualStrings(" — ", out); } test "centerDash: undersized buffer returns less than `width` cols" { // Defensive: buffer too small to hold the full padded cell. // Function falls back to whatever fits without overflowing. var buf: [4]u8 = undefined; const out = centerDash(&buf, 10); // pad = 4 spaces wanted but only 4-byte buf — left-loop fills // to pos=4, then `pos + dash.len <= buf.len` is `4+3<=4` = // false, so dash isn't written. Trailing-pad helper sees // content with 4 cols against target 10, and 4+pad>buf.len // so it returns content unchanged. Output is 4 spaces. try std.testing.expectEqualStrings(" ", out); }